2020 -2022 Managing Director and Fiduciary Advisor @
2013 -2020 Senior Trust Officer and Vice President @
2013 -2013 Fiduciary Relationship Specialist @
2004 -2013 Senior Trust Officer and Vice President @
Peter Harrison Education
Santa Clara University - Leavey School of Business
University of San Francisco
Peter Harrison Skills
Leadership
Portfolio Management
Microsoft Office
Banking
Relationship Management
Ctfa
Marketing
Business Analysis
Asset Allocation
Wealth Management
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, Boston Private Bank, Wells Fargo and First Republic Bank. Peter Harrison holds a Santa Clara University - Leavey School of Business. With a robust skill set that includes Leadership, Portfolio Management, Microsoft Office, Banking, Relationship Management and more. Peter Harrison has 2 emails and 1 mobile phone numbers on RocketReach.
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