Peter Berglin's Location
Minneapolis, MN, US
Peter Berglin's Work
- Senior Investment Analyst @ Principal Global Investors
- Senior Investment Analyst @ Wells Fargo
- Portfolio Manager Associate @ Wells Fargo
- Investment Manager Specialist @ Wells Fargo
Peter Berglin's Education
- CFA Institute
Level 3 Candidate - Chartered Financial Analyst (CFA)
- Augsburg University
MBA Certificate (Finance)
2007 - 2008 - Hamline University
Bachelors Degree (Business Management)
2001 - 2005
Peter Berglin's Skills
- Asset Allocation
- Wealth Management
- Risk Management
- Investment Management
- Mutual Funds
- Alternative Investments
- Performance Analysis
- Manager Research
- Portfolio Optimization
- Project Management
Peter Berglin's Summary
Peter Berglin, based in Minneapolis, MN, US, is currently a Senior Investment Analyst at Principal Asset Management, bringing experience from previous roles at Wells Fargo. Peter Berglin holds a Level 3 Candidate - Chartered Financial Analyst (CFA) @ CFA Institute. With a robust skill set that includes Asset Allocation, Wealth Management, Risk Management, Investment Management, Mutual Funds and more, Peter Berglin contributes valuable insights to the industry. Peter Berglin has 1 email and 1 mobile phone number on RocketReach.
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