Peter Kendall Email & Phone Number
Sr. VP, Institutional Corporate Bond Trader @ Southwest Securities, Inc.
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Peter Kendall Location
- Orinda, CA, US
Peter Kendall Work
- Registered Investment Advisor and Certified Financial Planner @ (January 2024 - Present)
- Sr. VP, Institutional Corporate Bond Trader @ (January 2010 - Present)
- Senior trader @ Sutro (January 1994 - January 2006)
Peter Kendall Education
- The Wharton School
Master of Business Administration - MBA (Finance, Marketing)
1981-1983 - Questrom School of Business, Boston University
BS in Business Administration/Finance (Finance)
1977-1979
Peter Kendall Skills
- 401(k) Retirement Savings Plans
- Alternative Investments
- Bloomberg
- Bonds
- CMBS
- Capital Markets
- Certified Financial Planner
- Derivatives
- Equities
- Estate Planning
- Financial Planning
- Fixed Income
- Hedge Funds
- High Yield
- Individual Retirement Accounts (IRA)
- Investment Banking
- Investment Counsel
- MBS
- Retirement Planning
- SEP IRA
- Securities
- Series 63
- Series 7
- Structured Finance
- Trading
- Wealth Management
- Customer Service
- Sales
Peter Kendall Summary
- Peter Kendall, based in Orinda, CA, US, is currently a Sr. VP, Institutional Corporate Bond Trader at Regional Securities Broker-Dealer. Peter Kendall brings experience from previous roles at Tweddell Goldberg Investment Management and Sutro. Peter Kendall holds a 1981 - 1983 Master of Business Administration - MBA in Finance, Marketing @ The Wharton School. With a robust skill set that includes 401(k) Retirement Savings Plans, Alternative Investments, Bloomberg, Bonds, CMBS and more. Peter Kendall has 3 emails and 9 mobile phone numbers on RocketReach.
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