Profil
Mr. Lillard has extensive years of experience in retirement services, personal trust and estate administration.
He was most recently employed as Managing Director by Hudson United Wealth Management Services Group and Senior Vice President by TD Banknorth Wealth Management Group.
He previously worked for Fleet Bank's Private Clients Group in Summit, New Jersey.
He also worked for Summit Bank and First Fidelity, now Wachovia Bank.
Mr. Lillard received a Bachelor of Science degree in Business Administration from Wake Forest University in Winston-Salem, North Carolina.
He is a graduate of the National Graduate Trust School at Northwestern University.
He has also completed the Certified Financial Planning Program and holds a Series 7 securities license, as well as a New Jersey life and health insurance license.
Anciens postes connus de Peter T. Lillard
| Sociétés | Poste | Fin |
|---|---|---|
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Gestionnaire de Portefeuille-Actions | 01/09/2006 |
Hudson United Wealth Management Services Group
 Hudson United Wealth Management Services Group Investment ManagersFinance Headquartered in Morristown, New Jersey, Hudson United Bank is owned by Hudson United Bancorp, which operates branches throughout New Jersey, Connecticut, lower New York State and southeastern Pennsylvania. | Gestionnaire de Portefeuille-Actions | 14/01/2006 |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Hudson United Wealth Management Services Group
Hudson United Wealth Management Services Group Investment ManagersFinance Headquartered in Morristown, New Jersey, Hudson United Bank is owned by Hudson United Bancorp, which operates branches throughout New Jersey, Connecticut, lower New York State and southeastern Pennsylvania. | Finance |
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
