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Johnathan Peterson Location
New York, NY, US
Johnathan Peterson Work
MD, Head of Strategy, Wealth and Investment Management @ (August 2026 - Present)
MD, Global Head of Wealth Financial Planning @ (January 2025 - August 2026)
MD, Head of PBWM Strategy and Franchise Growth @ (May 2022 - January 2025)
MD, Head of Growth and Sales Strategy, Consumer Bank @ (February 2019 - May 2022)
Head of Growth, Consumer Banking and Wealth Management @ (May 2018 - February 2019)
Head of Strategic Initatives and Field FP and A, Consumer Banking and Wealth Management @ (February 2016 - May 2018)
Head of Strategic Initiatives, Chase Wealth Management @ (April 2014 - February 2016)
Project Leader @ (August 2011 - March 2014)
Co-Chairman @ Fighting for Philly Kids (January 2009 - January 2011)
Summer Consultant @ (June 2010 - August 2010)
Football Operations Intern @ (February 2010 - May 2010)
Summer Associate @ (June 2009 - July 2009)
Summer Associate @ (June 2008 - August 2008)
Corporate Paralegal @ (May 2005 - August 2007)
Referee @ ECHL (June 2006 - June 2007)
Referee @ USA Hockey Junior Officials' Development Program (June 2004 - June 2006)
Fiscal Policy Analyst @ (May 2002 - September 2002)
Johnathan Peterson Education
The Wharton School
M.B.A. (Operations & Information Management)
2009-2011
University of Pennsylvania Carey Law School
Juris Doctor
2007-2011
Harvard University
A.B. (Economics, Spanish)
2000-2004
Johnathan Peterson Skills
Business Development
Business Planning
Business Strategy
Corporate Development
Corporate Finance
Corporate Law
Due Diligence
Economics
Leadership
Management Consulting
Restructuring
Strategic Consulting
Strategic Partnerships
Strategy
Crisis Intervention
Community Organizing
Mental Health
Grants
Fundraising
Nonprofit Organizations
Case Management
Nonprofits
Program Evaluation
Community Outreach
Program Development
Psychotherapy
Social Services
Grant Writing
Volunteer Management
Johnathan Peterson Summary
Johnathan Peterson, based in New York, NY, US, is currently a MD, Head of Strategy, Wealth and Investment Management at Wells Fargo. Johnathan Peterson brings experience from previous roles at Citi and JPMorgan Chase & Co.. Johnathan Peterson holds a 2009 - 2011 M.B.A. in Operations & Information Management @ The Wharton School. With a robust skill set that includes Business Development, Business Planning, Business Strategy, Corporate Development, Corporate Finance and more. Johnathan Peterson has 3 emails and 3 mobile phone numbers on RocketReach.
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