Consultant in San Diego, California
Peter T. Cacioppo retired 10-12-2017 as an investment advisor. However, refer to www.eagleadvisor.com and www.eaglehillgroup.net for his continuing Management Consultant and Venture Capital firms.
Recipient of FDIC Special Performance Award Certificates for five years in a row. Five FDIC outside courses in Conflict Management/Facilitation/Mediation
Eagle Hill Wealth Management was an independent advisory/wealth management firm, which I established in 2002 and closed in October of 2017. Eagle Hill was a Registered Investment Advisor.
Knowledge gained by 21 years with the FDIC which included 9 years as a Commissioned FDIC bank examiner in the Midwest ending in 1982, then starting in 1990, 1 year as Investigator with the old FDIC DAS Investigations department, 3 years as an Account Officer in Commercial Loans with FDIC DAS, and 8 years as an Ombudsman (including time before it was a separate Office). I do receive a retirement check from the FDIC/OPM. Private sector experience includes Vice President of Commercial Loans (Branches), with loan approval authority, at headquarters for a multi-branch San Diego County bank that was bought by Security Pacific National Bank. Other private experience includes Stockbroker (Account Executive) and Certified Financial Planner with Merrill Lynch, and also examined brokerage firms for the NASD. Have served on charitable boards including on the board of a national charity that performs medical research.
I have been told that I was one of the few "Liquidation" people in the FDIC that were listed as having a good securities background in 1992, based on the employee surveys that were prepared while I was in Liquidation. Besides being active personally since an early age in buying stocks and options, my resume includes being trained by Merrill Lynch to be a stockbroker, and working as a Merrill Lynch stockbroker for 2.5 years, acquisition of the Certified Financial Planner designation and 1.5 years as a NASD examiner of investment firms.