Peter Keilman Location
Westminster, CO, US
Peter Keilman Work
- 2024 - now Senior Portfolio Manager @ Private Capital Management, LLC
- 2020 - 2024 Portfolio Manager (Wealth Management and Trading) @ Private Capital Management, LLC
- 2016 - 2020 Portfolio Manager III (Wealth Management and Trading) @ BOK Financial Private Wealth, Inc. (formerly The Milestone Group)
- 2013 - 2016 Financial Planner @ Townsend
- 2010 - 2013 Intermediary Fund Distribution (Sales Support Associate) @ Janus Henderson Investors
- 2007 - 2010 Investment Accountant @ Janus Henderson Investors
- 2000 - 2007 Senior Investment Specialist @ Janus Henderson Investors
Peter Keilman Education
- University of Denver - Daniels College of Business
Master of Science (Finance)
- Western Illinois University
B.S (Law Enforcement)
Peter Keilman Skills
- Leadership
- Estate Planning
- Series 63
- Portfolio Performance Analysis
- Accounting
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Forecasting
- Hold Series 7
Peter Keilman Summary
Peter Keilman, based in Westminster, CO, US, is currently a Senior Portfolio Manager at Private Capital Management, LLC. Peter Keilman brings experience from previous roles at Private Capital Management, LLC, BOK Financial Private Wealth, Inc. (formerly The Milestone Group), Townsend Retirement Planning and Wealth Management and Janus Capital Group. Peter Keilman holds a Master of Science in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Leadership, Estate Planning, Series 63, Portfolio Performance Analysis, Accounting and more. Peter Keilman has 3 emails and 3 mobile phone numbers on RocketReach.
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Peter Keilman
Senior Portfolio Manager at Private Capital Management, LLC
Westminster, CO, US35
Top Private Capital Management, LLC Employees
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Peter Keilman
Senior Portfolio Manager at Private Capital Management, LLC
Westminster, CO, US35 -
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