
Peter O'toole Cpa
Strategic, effective senior executive who advises traditional and alternative asset managers on improving business process and technology across... | Boston, Massachusetts, United States
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Peter O'toole Cpa’s Emails pe****@fi****.com
Peter O'toole Cpa’s Phone Numbers 1877776****
Social Media
Peter O'toole Cpa’s Location Boston, Massachusetts, United States
Peter O'toole Cpa’s Expertise Strategic, effective senior executive who advises traditional and alternative asset managers on improving business process and technology across the front to the back office. Deep experience in professional services, whether assurance or advisory services, delivered to a diverse client-base, especially leading firms in the asset management industry. • Consultative, perceptive business developer who fuels growth by landing and expanding engagements/relationships. • Creative, thorough, and collaborative problem solver able to leverage knowledge, connections, and team assets to achieve results. • Astute, engaging relationship manager adept at building trust with clients, teams and other internal and external stakeholders. • Motivating leader who coaches, mentors and develops successful individuals and high-performing teams. Specialties: Have extensive knowledge of accounting, financial reporting, operations and technology of investment advisors and their products, such as registered investment companies, hedge funds, common and collective trust funds, and managed separate accounts; as well as private equity firms, broker/dealers, and transfer agents. Certified Public Accountant (CPA) licensed in the Commonwealth of Massachusetts (active).
Peter O'toole Cpa’s Current Industry Fis
Peter
O'toole Cpa’s Prior Industry
Ernst And Young
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Citisoft
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Convergence
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Fis
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Work Experience

Fis
Senior Account Executive
Mon Apr 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Convergence
Managing Director
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Citisoft
Managing Director
Fri Apr 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Ernst And Young
Partner
Sat Sep 01 1990 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)