Peter Kvam Location
Delmar, NY, US
Peter Kvam Work
- 2021 - now Chief Compliance Officer @ Investment Group
- 2021 - 2021 Assistant Director of Compliance @ Investment Group
- 2011 - 2021 Manager, Investments and Compliance @ HANYS
- 2008 - 2011 Assistant Director of Compliance @ Purshe Kaplan Sterling Investments
- 2005 - 2008 Registered Sales Assistant @ UHY Consulting
- 2003 - 2005 Registered Sales Assistant @ Salem Five Bank
- 2000 - 2003 Registered Customer Service Representative @ Quick & Reilly
Peter Kvam Education
- Lafayette College
Bachelor of Arts (B.A.) (History)
1996 - 2000 - Bethlehem Central High School
Peter Kvam Skills
- Series 63
- Chartered Retirement Plan Specialist Crps
- Retirement Planning
- Sales
- Financial Modeling
- Series 53
- Investments
- 401k
- Strategic Planning
- Equities
Peter Kvam Summary
Peter Kvam, based in Delmar, NY, US, is currently a Chief Compliance Officer at Purshe Kaplan Sterling Investments (PKS). Peter Kvam brings experience from previous roles at Purshe Kaplan Sterling Investments (PKS), HANYS, Purshe Kaplan Sterling Investments and UHY Advisors. Peter Kvam holds a 1996 - 2000 Bachelor of Arts (B.A.) in History @ Lafayette College. With a robust skill set that includes Series 63, Chartered Retirement Plan Specialist Crps, Retirement Planning, Sales, Financial Modeling and more. Peter Kvam has 1 emails and 1 mobile phone numbers on RocketReach.
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