David Peterson Email & Phone Number
Associate Client Advisor @ Curated Wealth Partners
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David Peterson Location
- Los Angeles, CA, US
David Peterson Work
- 2024 -now Associate Client Advisor @
- 2022 -2024 Wealth Management Associate @
- 2020 -2022 Wealth Management Analyst @
- 2019 -2019 Wealth Management Intern @
- 2018 -2019 President @
- 2018 -2018 Vice President @
- 2018 -2018 Private Equity Intern @
- 2018 -2018 Fixed-Income Senior Analyst @
- 2017 -2017 Large Cap Equity Analyst @
- 2016 -2017 Sales Manager @
- 2013 -2014 Sales Representative @
David Peterson Education
- Brigham Young University - Idaho
Financial Economics
2013-2019
David Peterson Summary
- 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.
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