Peter Kvam Email & Phone Number
Chief Compliance Officer @ Investment Group
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Peter Kvam Location
- Delmar, NY, US
Peter Kvam Work
- 2021 -now Chief Compliance Officer @
- 2021 -2021 Assistant Director of Compliance @
- 2011 -2021 Manager, Investments and Compliance @
- 2008 -2011 Assistant Director of Compliance @ Purshe Kaplan Sterling Investments
- 2005 -2008 Registered Sales Assistant @
- 2003 -2005 Registered Sales Assistant @
- 2000 -2003 Registered Customer Service Representative @
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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