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Peter Dorfman

Peter N. Dorfman
Managing Director SEG Relationship Manager Truist Investment Services, Inc.

36 E Central St

1st Floor,

Franklin, MA 02038-1469

Peter.Dorfman@Truist.com

Phone 617-620-8169

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About me

Background

Peter Dorfman is a Relationship Manager in the Truist Sports & Entertainment Specialty Group, which is part of Truist Wealth. He offers 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 help address their financial and strategic needs and objectives.  
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, Massachusetts, Peter earned an undergraduate degree from Boston College and an MBA from Babson College.

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

Accomplishments

Performance Excellence Award*
Truist 2020
Performance Excellence Award*
Truist 2019
*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.

     

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