Peter Kelly Kirsch

Boston, MA USA +1-917-***-****

adjitk@r.postjobfree.com adjitk@r.postjobfree.com

linkedin.com/in/pkkirsch https://scholar.harvard.edu/pkkirsch

advisory business development compliance ESG financial analysis risk analysis sustainability valuation

Education

Master of Sustainability in progress 2020-2022

Harvard University Cambridge, Massachusetts USA

Master of Finance (MS) with Distinction March 2018

Hult International Business School Boston, Massachusetts USA

Master of Business Administration (MBA) August 2017

Hult International Business School Boston, Massachusetts, USA

Experience

BANK OF AMERICA—Boston, Massachusetts 2019

Relationship Manager Business Specialist. Provides wealth management, financial analysis and directs financial planning for individuals and companies using, ESG, targeted trends, and objectives per clients’ needs and strategic plans.

Lead meetings to train five relationship bankers and CSRs in financial product knowledge and sales development which resulted in doubling referrals to FSAs and RMs (pre-Covid).

Apply strong critical thinking and problem-solving skills to meet client’s needs.

Communicate effectively and confidently and is comfortable engaging all clients.

HULT INTERNATIONAL BUSINESS SCHOOL—Boston, Massachusetts 2018

Graduate Teaching Assistant. For EMBA & MBA students for international marketing analysis, Corporate strategy development, sector and segment strategies and performance reports and projections.

Developed large reporting data sets for each class on individual students used to tabulate student performance and grading for over 380 students in six classes.

Created lend of term reports on attendance, average grade and certification results for professors and deans for each class performance.

CAPITAL ONE BANK—New York, New York 2013

Banker. Analysis of financial portfolios. Assisted team in all bank operations profit/loss. Highest integrity with a client centric, regulatory, and fiduciary focus.

Assessed 10% yearly growth plan of investment & financial portfolios on risk, time, coupled with research on ESG/SRI criteria.

Interpreted market data and relevant economic occurrences, currency hedging strategies, identifying trends in accordance with client needs and objectives.

J P MORGAN CHASE—New York, New York 2011 – 2012

Vice President, Branch Manager. Directed a 15-member team implementing growth strategies, client services, & sales; deciphered economic events and market data demonstrating key movements boosting branch revenue by 30% in three months and raising customer satisfaction to 95%. focus.

Created business development plans for wealth managers, financial advisors, mortgage officers, and cash management staff.

Demonstrated the value of incorporating ESG into investment strategies.

Coached employees to cultivate relationships with internal and external stakeholders.

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HSBC—New York, New York 2009 – 2011

Assistant Vice President, Premier Relationship Manager. Developed international client portfolios creating financial plans containing ESG criteria; achieving growth of 7M USD of 400M book of business and best increased revenue per client in three business groups for 2010. Member of global internal focus group for financial strategy, internet development, regulations, and operations focus.

Established business sector-based networking groups with the French American Chamber of Commerce.

Ranked #4 out of 250 PRMs by exceeding advisory sales performance goals and collaborating with HSBC’s foreign affiliates.

Organized an international publicity venture with 10 major corporations gaining global market exposure and reach.

Earlier Positions

J P MORGAN CHASE, Banker—New York, New York 2007 – 2009

Conducted merger transaction integrations a JPM-WAMU Acquisition partner.

Participated in internal focus groups on systems upgrade strategies.

CHILDREN’S HOSPITAL BOSTON, Contract Analyst—Boston, Massachusetts 2003 – 2007

Created quarterly financial reports for each department as well as product proposals.

Negotiated and administered all contracts (Baxter, Sigma Aldrich, etc.) with hospital for research and clinical operations, and was a member of the hospital products council.

Additional Information

Education: B.A. French, University of New Orleans; Diplome de Civilisation Francaise, La Sorbonne-Paris, France

Languages: English (native), French (fluent), Italian (basic), German (basic)

FINRA Licenses: Series 6 & 63 2007 – 2013

Certification: BMC- Bloomberg, Candriam-Intro to SRI, Investment Bank Sales &Trading -Amplify, CDSB Certifications Financial disclosures & Reporting, Credit Suisse HOLT Champion

Societies: CFA Society Boston, French American Chamber of Commerce New York

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