Peter Kvam Email & Phone Number
Chief Compliance Officer @ Investment Group
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Peter Kvam Location
- Delmar, NY, US
Peter Kvam Work
- Chief Compliance Officer @ (September 2021 - Present)
- Assistant Director of Compliance @ (March 2021 - September 2021)
- Manager, Investments and Compliance @ (August 2011 - March 2021)
- Assistant Director of Compliance @ Purshe Kaplan Sterling Investments (March 2008 - April 2011)
- Registered Sales Assistant @ (May 2005 - February 2008)
- Registered Sales Assistant @ (August 2003 - May 2005)
- Registered Customer Service Representative @ (September 2000 - May 2003)
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
- Mutual Funds
- FINRA
- Asset Management
- Financial Analysis
- Series 24
- Trading
- Chartered Retirement Plan Counselor Crpc
- Retirement
- Series 7
- Securities
- Hedge Funds
- Chartered Retirement Plan Specialist
- Chartered Retirement Plan Counselor
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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