Peter Dobson Email & Phone Number
Financial Advisor @ Protected Investors of America
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Peter Dobson Location
- Petaluma, CA, US
Peter Dobson Work
- 2019 -now Financial Advisor @
- 2018 -2019 Financial Paraplanner Qualified Professional @
- 2017 -2018 Financial Paraplanner @ Dobson Asset Management
- 2017 -2017 Policy Intern @
- 2014 -2015 Program Coordinator @
Peter Dobson Education
- UC Berkeley Extension
Certificate of Personal Financial Planning (Finance and Financial Management Services)
2017-2019 - Sorbonne Université
Cours de civilisation française
2015-2016 - California State University San Marcos
Bachelor of Arts - BA (SOCIAL SCIENCES)
2008-2013
Peter Dobson Skills
- Microsoft Excel
- Morningstar
- Financial Analysis
- Quantitative Research
- Risk Management
- Asset Allocation
- Qualitative Research
- Financial Market Research
- Quantitative Finance
- Cash Flow Analysis
- Financial Risk Management
- Risk Assessment
- CRM
- Wealth Management
- Client Services
- Money Guide Pro
- Retirement Planning
- Personal Financial Planning
- Asset Management
- Behavioral Finance
- Investment Management
- Equities
Peter Dobson Summary
- Peter Dobson, based in Petaluma, CA, US, is currently a Financial Advisor at Protected Investors of America. Peter Dobson brings experience from previous roles at Communitas Financial Planning, Dobson Asset Management, San Francisco Baykeeper and Boys & Girls Clubs of America. Peter Dobson holds a 2017 - 2019 Certificate of Personal Financial Planning in Finance and Financial Management Services @ UC Berkeley Extension. With a robust skill set that includes Microsoft Excel, Morningstar, Financial Analysis, Quantitative Research, Risk Management and more. Peter Dobson has 1 emails and 1 mobile phone numbers on RocketReach.
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