Senior Wealth Strategy Associate @ (July 2012 - September 2013)
Peter Laidlaw Education
Santa Clara University
Juris Doctor (J.D.)
2009-2012
Dartmouth College
Bachelor’s Degree
2003-2008
Peter Laidlaw Skills
Marketing
Microsoft Office
Management
Customer Service
Private Banking
Capital Markets
Series 7
Finance
Underwriting
Investment Banking
Credit Risk
Financial Services
Peter Laidlaw Summary
Peter Laidlaw, based in San Francisco, CA, US, is currently a Private Wealth Manager, Managing Director at Merrill Private Wealth Management. Peter Laidlaw brings experience from previous roles at J.P. Morgan Private Bank, Goldman Sachs, Jefferies LLC and UBS. Peter Laidlaw holds a 2009 - 2012 Juris Doctor (J.D.) @ Santa Clara University. With a robust skill set that includes Marketing, Microsoft Office, Management, Customer Service, Private Banking and more. Peter Laidlaw has 2 emails and 3 mobile phone numbers on RocketReach.
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