David Peterson Email & Phone Number
Senior Vice President, Head of Advanced Wealth Solutions @ Fidelity Investments
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David Peterson Location
- New York, NY, US
David Peterson Work
- 2014 -now Senior Vice President, Head of Advanced Wealth Solutions @
- 2024 -now President, Fidelity Personal Trust Company @
- 2019 -2021 New York and New Jersey Regional Co-Lead @
- 2001 -now Owner @ Sequoia Properties, Inc.
- 2021 -2023 Board Member @
- 2012 -2016 Member @ MBA Advisory Board, The University of Illinois at Urbana-Champaign
- 2010 -2014 Board Member @ UBS Financial Services Insurance Agency, Inc.
- 2009 -2014 Managing Director, Head of Insured Solutions @
- 2006 -2010 Managing Director @
- 2003 -2006 Executive Director @
- 2007 -2014 President and Board Member @ UBS Life Insurance Co. USA
- 2010 -2013 Board Member @ UBS Trust Company, N.A.
- 1994 -2003 Director @
David Peterson Education
- Gies College of Business - University of Illinois Urbana-Champaign
MBA (Accounting/Finance)
- University of Illinois Urbana-Champaign
BA (Economics)
David Peterson Skills
- Wealth Management
- Financial Services
- Series 7
- Series 63
- Strategic Financial Planning
- Insurance
- Financial Modeling
- Wealth Management Services
- Series 24
- Life & Health Insurance Licenses
- Financial Analysis
- Corporate Finance
- Series 65
- Relationship Management
- Corporate Strategy Formulation
- Accounting
- Financial Accounting
- Competitive Analysis
- Variable Annuities
- Personal Financial Planning
- Trust Services
- Trust Management
- Business Relationship Management
- Vendor Relationships
- Strategic Financial
- Planning
- Services
- Business Relationship
- Life and Health Insurance
- Project Management
- Business Strategy
- Corporate Strategy
- Business Development
- Life and Health Insurance Licenses
- Social Media
- Management
- Personal Financial
- Public Speaking
- PowerPoint
- Microsoft Excel
- Integration
- Microsoft Word
- Sales
David Peterson Summary
- David Peterson, based in New York, NY, US, is currently a Senior Vice President, Head of Advanced Wealth Solutions at Fidelity Investments. David Peterson brings experience from previous roles at Fidelity Investments, Sequoia Properties, Inc. and New Jersey City University School of Business Advisory Board. David Peterson holds a MBA in Accounting/Finance @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Wealth Management, Financial Services, Series 7, Series 63, Strategic Financial Planning and more. David Peterson has 2 emails and 1 mobile phone numbers on RocketReach.
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