Lance Peterson Email & Phone Number
Head Of Distribution @ Wakefield Asset Management Corporation
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Lance Peterson Location
- Castle Rock, CO, US
Lance Peterson Work
- 2021 -now Head Of Distribution @
- 2017 -2020 Head of Strategic Accounts @ Carillon Tower Advisors/Raymond James Investment (acquired Scout Investments)
- 2012 -2017 Executive Vice President - Head of Intermediary Markets. President Scout Distributors @
- 2008 -2012 Director of National Accounts @
- 2004 -2008 SVP - Managing Director @
- 1993 -2003 Regional Sales Director @
Lance Peterson Education
- Colorado State University
Lance Peterson Skills
- Mutual Funds
- Wealth Management
- Series 7
- Separately Managed Accounts
- Series 63
- Investments
- Asset Allocation
- Alternative Investments
- Investment Management
- Investment Strategies
- Asset Management
- Asset Managment
- Equities
- Securities
- Risk Management
- Investment Advisory
- Fixed Income
- Business Development
- Sales
- Wealth Management Services
- ETFs
- Hedge Funds
- Fund Of Funds
- Investment Advisory Services
- Investment Policy
- Series 66
- Marketing
- Portfolio Management
- Microsoft Excel
- Public Speaking
- Finance
- Account Management
Lance Peterson Summary
- Lance Peterson, based in Castle Rock, CO, US, is currently a Head Of Distribution at Wakefield Asset Management Corporation. Lance Peterson brings experience from previous roles at Carillon Tower Advisors/Raymond James Investment (acquired Scout Investments) and Scout Investments. Lance Peterson holds a Colorado State University. With a robust skill set that includes Mutual Funds, Wealth Management, Series 7, Separately Managed Accounts, Series 63 and more. Lance Peterson has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Wakefield Asset Management Corporation Employees
Lance Peterson
Head Of Distribution
Castle Rock, CO, US
Todd Gervasini
President
Englewood, CO, US
Eric Hobbs
Senior Analyst
Bonita Springs, FL, US
Conner Bell
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Westminster, CO, US
Greg Brittain
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