Peter Kerr Email & Phone Number
Managing Director @ Willow Wealth
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Peter Kerr Location
- New York, NY, US
Peter Kerr Work
- 2020 - now Managing Director @
- 2018 - 2020 Director, Fixed Income Product Management @
- 2016 - 2018 Product Management @
- 2013 - 2016 Regional Advisor Consultant @
- 2010 - 2013 Wealth Management Associate @
- 2008 - 2010 Senior Defensive Intern @ Ohio State University Football Team
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 Managing Director at Willow Wealth. Peter Kerr brings experience from previous roles at PGIM, OppenheimerFunds and Morgan Stanley. 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 3 mobile phone numbers on RocketReach.
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Top Willow Wealth Employees
Jason Krieger
Senior Director and Head of Design
New York, NY, US
Matthew Klopfer
Head of Funds and Strategic Distribution
New York, NY, US
Glenna Deroy
Chief Product Officer
Boston, MA, US
Peter Kerr
Managing Director
New York, NY, US
Susan Weisbrod
VP, Brand and Marketing Communications
New York, NY, US
Henry Beggin
Director, Private Credit
New York, NY, US
Jeff Moskatel
Senior Director, Chief Compliance Officer
New York, NY, US
Magdalena Palacha
VP, Corporate Controller and Fund Management
San Francisco, CA, US
Tom Williams
Chief Investment Officer
New York, NY, US
Mitch Caplan
Chief Executive Officer
New York, NY, US
Azret Deljanin
Chief Technology Officer
New York, NY, US
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