David Peterson Email & Phone Number
SVP, Head of Advanced Wealth Solutions and Fidelity Personal Trust Company @ Fidelity Investments
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David Peterson Location
- New York, NY, US
David Peterson Work
- SVP, Head of Advanced Wealth Solutions and Fidelity Personal Trust Company @ (August 2014 - Present)
- President, Fidelity Personal Trust Company @ (March 2024 - Present)
- New York and New Jersey Regional Co-Lead @ (January 2019 - December 2021)
- Owner @ Sequoia Properties, Inc. (January 2001 - Present)
- Board Member @ (February 2021 - June 2023)
- Member @ MBA Advisory Board, The University of Illinois at Urbana-Champaign (April 2012 - June 2016)
- Board Member @ UBS Financial Services Insurance Agency, Inc. (January 2010 - July 2014)
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 SVP, Head of Advanced Wealth Solutions and Fidelity Personal Trust Company 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 4 emails and 2 mobile phone numbers on RocketReach.
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