Lance Peterson's Location
Castle Rock, CO, US
Lance Peterson's Work
- Head Of Distribution @ Wakefield Asset Management Corporation
- Head of Strategic Accounts @ Carillon Tower Advisors/Raymond James Investment (acquired Scout Investments)
- Executive Vice President - Head of Intermediary Markets. President Scout Distributors @ Scout Investments
- Director of National Accounts @ Scout Investments
- SVP - Managing Director @ Scout Investments
- Regional Sales Director @ Janus Henderson Investors
Lance Peterson's Education
- Colorado State University
Lance Peterson's Skills
- Mutual Funds
- Wealth Management
- Series 7
- Separately Managed Accounts
- Series 63
- Investments
- Asset Allocation
- Alternative Investments
- Investment Management
- Investment Strategies
Lance Peterson's Summary
Lance Peterson, based in Castle Rock, CO, US, is currently a Head Of Distribution at Wakefield Asset Management Corporation, bringing 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 contributes valuable insights to the industry. Lance Peterson has 2 emails and 1 mobile phone number on RocketReach.
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