Keith Peterson Email & Phone Number
Senior Vice President, Financial Advisor @ D.A. Davidson Companies
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Keith Peterson Location
- Lincoln, NE, US
Keith Peterson Work
- 2022 -now Senior Vice President, Financial Advisor @
- 2021 -2022 Vice President, Financial Advisor @
- 2020 -2021 Associate Vice President, Financial Advisor @
- 2017 -2020 Senior Financial Advisor @
- 2016 -2017 Financial Advisor @
- 2013 -2016 Financial Advisor @
- 2011 -2012 Intern @
Keith Peterson Education
- Wine & Spirit Education Trust
Level 2 Award in Wines
2024-2024 - Wine & Spirit Education Trust
Level 1 Award in Wines
2023-2023 - College for Financial Planning
CFP® Certification Professional Education Program
2013-2015 - University of Nebraska-Lincoln
Bachelors of Science in Business Administration (Finance-CFA Investments Track, Economics Minor)
2008-2012 - Chadron Senior High School 2004-2008
Keith Peterson Skills
- Traditional IRA
- Marketing Strategy
- Finance
- Investments
- Customer Service
- Social Media Marketing
- Troubleshooting
- Sales
- Purchasing
- Blogging
- Economics
- Accounting
- Budgets
- Radio Broadcasting
- Microsoft Office
- Roth IRA
- Community Leadership
- Public Speaking
- Retirement Planning
- Advertising
- Sound
- Communication
- Forecasting
- Mutual Funds
- Entrepreneurship
- Social Networking
- Product Development
- Microsoft Word
- Microsoft Excel
- Securities
- Social Media
- Marketing
- Series 7
- Manufacturing
- Broadcast
- Process Improvement
- Cross Functional Team Leadership
- New Media
- Portfolio Management
- Networking
- Data Analysis
- Strategic Planning
- Financial Modeling
- Financial Analysis
- 401k Rollovers
- Management
- Radio
- Financial Planning
- SAP
- Series 66
- PowerPoint
- Public Relations
- Account Management
- Supply Chain
- ETFs
- Financial Reporting
- Inventory Management
Keith Peterson Summary
- Keith Peterson, based in Lincoln, NE, US, is currently a Senior Vice President, Financial Advisor at D.A. Davidson Companies. Keith Peterson brings experience from previous roles at D.A. Davidson Companies. Keith Peterson holds a 2024 - 2024 Level 2 Award in Wines @ Wine & Spirit Education Trust. With a robust skill set that includes Traditional IRA, Marketing Strategy, Finance, Investments, Customer Service and more. Keith Peterson has 3 emails and 2 mobile phone numbers on RocketReach.
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Eric Duran
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Matt Lower
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Scott Witeby
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