Keith Peters's Location
League City, TX, US
Keith Peters's Work
- Sr. Vice President @ Moody Bank
- Sr. Vice President and Sr. Portfolio Manager @ U.S. Trust
- Senior Portfolio Analyst @ U.S. Trust
- Credit Analyst @ Bank of America
Keith Peters's Education
- CFA Institute
CIPM® Designation
2018 - 2019 - University of Houston-Clear Lake
MS (Accounting)
- University of Houston-Clear Lake
BS (Finance)
Keith Peters's Skills
- Portfolio Management
- Wealth Management
- Asset Allocation
- High Net Worth Individuals
- Asset Management
- Alternative Investments
- Investments
- Trusts
- ETFs
- Estate Planning
Keith Peters's Summary
Keith Peters, based in League City, TX, US, is currently a Sr. Vice President at Moody National Bank, bringing experience from previous roles at U.S. Trust and Bank of America. Keith Peters holds a 2018 - 2019 CIPM® Designation @ CFA Institute. With a robust skill set that includes Portfolio Management, Wealth Management, Asset Allocation, High Net Worth Individuals, Asset Management and more, Keith Peters contributes valuable insights to the industry. Keith Peters has 4 emails on RocketReach.
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