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Peter N. Dorfman
SEG Client Advisor Truist Bank

36 E Central St

Franklin, MA 02038-1469

About me

Background

I’m a Managing Director for Truist Bank and SEG Client Advisor in the Truist Sports & Entertainment Specialty Group, which is part of Truist Wealth. I offer clients 25 years of corporate and investment banking experience, working closely with sports franchise owners and team and league executives to develop and execute comprehensive and highly customized financial solutions to meet their financial and strategic needs and objectives.  

Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
Boston College 1980 1984
M.B.A.
Babson College 1988 1989

Personal Interests

A native of Boston, MA, I earned an undergraduate degree from Boston College and an MBA from Babson College. 

Accomplishments

Performance Excellence Award*
Truist 2020
Platinum Performance Excellence Award*
Truist 2019
Gold Performance Excellence Award*
Truist 2018
Platinum Performance Excellence Award*
Truist 2017
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.