Peter Keilman Email & Phone Number
Senior Portfolio Manager @ Private Capital Management, LLC
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Peter Keilman Location
- Westminster, CO, US
Peter Keilman Work
- 2024 -now Senior Portfolio Manager @
- 2020 -2024 Portfolio Manager (Wealth Management and Trading) @
- 2016 -2020 Portfolio Manager III (Wealth Management and Trading) @ BOK Financial Private Wealth, Inc. (formerly The Milestone Group)
- 2013 -2016 Financial Planner @
- 2010 -2013 Intermediary Fund Distribution (Sales Support Associate) @
- 2007 -2010 Investment Accountant @
- 2000 -2007 Senior Investment Specialist @
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
- Relationship Management
- Advicent Advisor Profile
- Process Improvement
- Advanced Microsoft Excel
- Morningstar
- Wealth Management
- FINRA
- Microsoft Office
- Bloomberg Terminal
- Microsoft Excel
- Asset Management
- Separately Managed Accounts
- Morningstar Direct
- Certified Financial Planner
- Financial Analysis
- Personal Financial Planning
- Budgets
- Business Strategy
- Personal Finance
- Behavioral Finance
- Retirement
- Options
- Investment Management
- Chartered Financial Analyst
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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