Pete Walton Email & Phone Number
CEO, Portfolio Architect @ 7PW Wealth
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Pete Walton Location
- Davidson, NC, US
Pete Walton Work
- CEO, Portfolio Architect @ (September 2022 - Present)
- CEO, Lead Consultant @ 7PW Consulting (September 2022 - Present)
- Partner at GreerWalker Wealth @ GreerWalker Wealth (October 2020 - July 2022)
- Managing Partner and Portfolio Architect @ (August 2011 - October 2020)
- Portfolio Manager @ (November 2009 - August 2011)
Pete Walton Education
- Duke University - The Fuqua School of Business
MBA (Business/Finance)
2008-2009 - Elon University
BS (Finance/Marketing)
1998-2003
Pete Walton Skills
- Financial Modeling
- Financial Analysis
- Business Strategy
- Start-ups
- Operational Efficiency
- Complex Analysis
- Strategic Communications
- Sales Process
- Triathlon
- Financial Risk
- Finance
- Investments
- Asset Allocation
- Asset Management
- Portfolio Management
- Program Management
- Strategic Planning
- Risk Management
- Strategy
- Leadership
- Start Ups
Pete Walton Summary
- Pete Walton, based in Davidson, NC, US, is currently a CEO, Portfolio Architect at 7PW Wealth. Pete Walton brings experience from previous roles at 7PW Consulting, GreerWalker Wealth, Traverse Partners Wealth Management and Morgan Stanley Smith Barney. Pete Walton holds a 2008 - 2009 MBA in Business/Finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Modeling, Financial Analysis, Business Strategy, Start-ups, Operational Efficiency and more. Pete Walton has 2 emails and 2 mobile phone numbers on RocketReach.
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