Peter Kerr Email & Phone Number
Chief Strategy Officer @ Willow Wealth
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Peter Kerr Location
- New York, NY, US
Peter Kerr Work
- 2026 -now Chief Strategy Officer @
- 2025 -now CEO, Willow Wealth Markets @
- 2024 -2026 Managing Director, Head of Revenue and Sales @
- 2022 -2024 Senior Director @
- 2020 -2022 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 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 3 mobile phone numbers on RocketReach.
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