Dan Peters Email & Phone Number
Senior Portfolio Manager @ Lee Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Peters Location
- Keller, TX, US
Dan Peters Work
- Senior Portfolio Manager @ (July 2009 - Present)
- External Wholesaler @ JP Morgan Asset Management (January 2004 - January 2008)
- Internal Wholesaler @ Bank One Investment Advisors (January 1999 - January 2004)
- Investment Advisor @ (January 1998 - January 1999)
- Municipal Bond Trader and Underwriter @ The Ohio Company (January 1992 - January 1998)
Dan Peters Education
- Otterbein University
MBA
2000-2002 - University of Missouri Trulaske 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 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Dan Peters?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co