Craig Peterman Email & Phone Number
Managing Director @ Nakoma Capital Management LLC
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Craig Peterman Location
- Middleton, WI, US
Craig Peterman Work
- Managing Director @ (April 2013 - Present)
- Managing Director at Prism Wealth Management @ (April 2012 - Present)
- Financial Advisor @ (January 2005 - April 2013)
- Managing Director and Investment Analyst @ Nakoma Capital Management (July 2000 - December 2004)
Craig Peterman Education
- Wisconsin School of Business
Masters in Science (Finance and Investments)
1998-2000 - Washington University in St. Louis - Olin Business School
BSBA (Finance)
1987-1991
Craig Peterman Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Equities
- Financial Analysis
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
Craig Peterman Summary
- Craig Peterman, based in Middleton, WI, US, is currently a Managing Director at Prism Wealth Management. Craig Peterman brings experience from previous roles at Prism Wealth Management, Morgan Stanley Smith Barney and Nakoma Capital Management. Craig Peterman holds a 1998 - 2000 Masters in Science in Finance and Investments @ Wisconsin School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Analysis and more. Craig Peterman has 2 mobile phone numbers on RocketReach.
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