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Haley Peterson Location
Phoenix, AZ, US
Haley Peterson Work
Senior Associate, Fund Operations @ (May 2026 - Present)
Investment Analyst @ (January 2022 - January 2026)
Client Service Associate @ (January 2018 - January 2022)
Project Coordinator @ (September 2015 - January 2018)
Loan Servicing Analyst Intern @ (May 2015 - September 2015)
Campus Ambassador @ (August 2013 - May 2015)
Business Development Intern @ Cadence Real Estate LLC (May 2014 - August 2014)
Server and Hostess @ Pyramid Breweries (May 2012 - August 2014)
Seasonal Sales Associate @ Menashe and Sons Jewelers (December 2013 - January 2014)
Reporter @ (May 2013 - July 2013)
Haley Peterson Education
Washington State University
Bachelor’s Degree (Finance)
2011-2015
CFA Institute
Passed Level II of the CFA Program
2018
Haley Peterson Skills
Time Management
Customer Service
Event Planning
Microsoft Office
Facebook
Twitter
Flexibility
Organization
Communication
Spreadsheets
Microsoft Excel
Recruiting
Public Speaking
Visual Basic
Financial Modeling
MS Excel Pivot Tables
Microsoft Dynamics
Citrix XenApp
SharePoint
Commercial Real Estate
Outlook
Leadership
Microsoft Word
Social Media
Teamwork
Haley Peterson Summary
Haley Peterson, based in Phoenix, AZ, US, is currently a Senior Associate, Fund Operations at CIM Group. Haley Peterson brings experience from previous roles at Russell Investments and Symetra. Haley Peterson holds a 2011 - 2015 Bachelor’s Degree in Finance @ Washington State University. With a robust skill set that includes Time Management, Customer Service, Event Planning, Microsoft Office, Facebook and more. Haley Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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