Peter Sloan in

Peter Sloan

Energizer · DISC type I
Senior Director East Coast RIA Sales at Guggenheim Investments
📍 Rockville, Maryland, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
23 Years
Current Role
Senior Director East Coast RIA Sales
Job Level
Senior
Location
Rockville, Maryland, United States
Personality Overview

How Peter shows up

Imaginative
Informal
Full Of Energy

They excel at seeing the bigger picture, and the long-term impact of their decisions. They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Priorities

Topics Peter cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2012
Senior Director East Coast RIA Sales
Guggenheim Investments
10-2002 - 1-2012
VP East Coast Sales
Rydex/SGI Investments
10-2002 - 12-2011
VP East Coast Sales
Rydex|SGI
Vice President of Business development
Vice President of Business Development Guggenheim Investments
10-2011
Senior Director Northeast RIA sales
SGI Security Global Investors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1985
BS
UNH Peter T. Paul College of Business and Economics
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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