Peter Harrison Email & Phone Number
Managing Director, Sr. Fiduciary Advisor, West Coast Trust Market Manager @ SVB Private
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Peter Harrison Location
- California, United States
Peter Harrison Work
- Managing Director, Sr. Fiduciary Advisor, West Coast Trust Market Manager @ (June 2022 - Present)
- Managing Director and Fiduciary Advisor @ (May 2020 - May 2022)
- Senior Trust Officer and Vice President @ (July 2013 - May 2020)
- Fiduciary Relationship Specialist @ (April 2013 - June 2013)
- Senior Trust Officer and Vice President @ (February 2004 - April 2013)
Peter Harrison Education
- Santa Clara University Leavey School of Business
Master of Business Administration (MBA)
- University of San Francisco
Bachelor of Arts (BA) (Economics)
Peter Harrison Skills
- Asset Allocation
- CTFA
- Portfolio Management
- Wealth Management
- Leadership
- Microsoft Office
- Banking
- Relationship Management
- Marketing
- Business Analysis
Peter Harrison Summary
- Peter Harrison, based in California, United States, is currently a Managing Director, Sr. Fiduciary Advisor, West Coast Trust Market Manager at SVB Private. Peter Harrison brings experience from previous roles at Boston Private, Wells Fargo and First Republic Bank. Peter Harrison holds a Master of Business Administration (MBA) @ Santa Clara University Leavey School of Business. With a robust skill set that includes Asset Allocation, CTFA, Portfolio Management, Wealth Management, Leadership and more. Peter Harrison has 2 emails and 1 mobile phone numbers on RocketReach.
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