Dan Peters Email & Phone Number
Senior Portfolio Manager @ Lee Financial
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Dan Peters Location
- Keller, TX, US
Dan Peters Work
- 2009 -now Senior Portfolio Manager @
- 2004 -2008 External Wholesaler @ JP Morgan Asset Management
- 1999 -2004 Internal Wholesaler @ Bank One Investment Advisors
- 1998 -1999 Investment Advisor @
- 1992 -1998 Municipal Bond Trader and Underwriter @ The Ohio Company
Dan Peters Education
- Otterbein University
MBA
2000-2002 - University of Missouri-Columbia, College of Business
BSBA (Business Administration)
1989-1991
Dan Peters Skills
- Mutual Funds
- Research
- Derivatives
- Relationship Management
- Rebalancing
- Investment Policy Statements
- Separately Managed Accounts
- Wealth Management
- Asset Management
- Risk Management
- Asset Allocation
- Microsoft Excel
- Finance
- Investments
- Alternative Investments
- Municipal Bonds
- Series 65
- Hedge Funds
- Fixed Income
- Portfolio Management
- Strategic Planning
- ETFs
- Sales
- Financial Analysis
- Capital Markets
- Financial Markets
Dan Peters Summary
- Dan Peters, based in Keller, TX, US, is currently a Senior Portfolio Manager at Lee Financial Corporation. Dan Peters brings experience from previous roles at JP Morgan Asset Management, Bank One Investment Advisors, Morgan Stanley and The Ohio Company. Dan Peters holds a 2000 - 2002 MBA @ Otterbein University. With a robust skill set that includes Mutual Funds, Research, Derivatives, Relationship Management, Rebalancing and more. Dan Peters has 2 emails and 2 mobile phone numbers on RocketReach.
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