David Peterson Email & Phone Number

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Associate Client Advisor @ (August 2024 - Present)
Wealth Management Associate @ (September 2022 - January 2024)
Wealth Management Analyst @ (February 2020 - September 2022)
Wealth Management Intern @ (May 2019 - August 2019)
President @ (December 2018 - April 2019)
Vice President @ (September 2018 - December 2018)
Private Equity Intern @ (March 2018 - August 2018)
Fixed-Income Senior Analyst @ (January 2018 - April 2018)
Large Cap Equity Analyst @ (September 2017 - December 2017)
Sales Manager @ (August 2016 - September 2017)
Sales Representative @ (May 2013 - September 2014)

David Peterson, based in Los Angeles, CA, US, is currently a Associate Client Advisor at Curated Wealth Partners. David Peterson brings experience from previous roles at J.P. Morgan Private Bank and BYU-Idaho Investment Society. David Peterson holds a 2013 - 2019 Financial Economics @ Brigham Young University - Idaho. David Peterson has 2 emails and 1 mobile phone numbers on RocketReach.