Managing Director, Head of Revenue and Sales @ (March 2024 - April 2026)
Senior Director @ (March 2022 - March 2024)
Director @ (November 2020 - March 2022)
Director, Fixed Income Product Management @ (September 2018 - November 2020)
Product Management @ (June 2016 - August 2018)
Regional Advisor Consultant @ (August 2013 - May 2016)
Wealth Management Associate @ (September 2010 - July 2013)
Senior Defensive Intern @ Ohio State University Football Team (February 2008 - January 2010)
Peter Kerr Education
The Ohio State University
Bachelor of Arts (B.A.) (Economics)
Peter Kerr Skills
Series 3
Sales
Microsoft Excel
Customer Service
Military
Series 7
Equities
Series 31
Wealth Management
Investments
Asset Management
Finance
Fixed Income
Mutual Funds
Financial Markets
Peter Kerr Summary
Peter Kerr, based in New York, NY, US, is currently a Chief Strategy Officer at Willow Wealth. Peter Kerr brings experience from previous roles at Willow Wealth. Peter Kerr holds a Bachelor of Arts (B.A.) in Economics @ The Ohio State University. With a robust skill set that includes Series 3, Sales, Microsoft Excel, Customer Service, Military and more. Peter Kerr has 1 emails and 2 mobile phone numbers on RocketReach.
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