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
- Head Of Distribution @ (December 2021 - Present)
- Head of Strategic Accounts @ Carillon Tower Advisors/Raymond James Investment (acquired Scout Investments) (November 2017 - January 2020)
- Executive Vice President - Head of Intermediary Markets. President Scout Distributors @ (August 2012 - November 2017)
- Director of National Accounts @ (July 2008 - August 2012)
- SVP - Managing Director @ (July 2004 - July 2008)
- Regional Sales Director @ (September 1993 - August 2003)
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
Conner Bell
Analyst and Trader
Westminster, CO, US
Hannah Weber
Wakefield Asset Managment
Denver, CO, US
Greg Brittain
Partner
Denver, CO, US
Nicholas Gervasini
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Littleton, CO, US
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