Peter Lim Email & Phone Number
Senior Vice President | Financial Advisor @ Baird
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Peter Lim Location
- Louisville, KY, US
Peter Lim Work
- 2021 -now Senior Vice President | Financial Advisor @
- 2014 -2021 Vice President | Portfolio Manager @
- 2010 -2014 Options Strategist @
- 1999 -2008 Trader @ Archelon, LLC
Peter Lim Education
- University of Virginia
Bachelor of Science (BS) (Economics)
1995-1999
Peter Lim Skills
- Investments
- Investment Advisory
- Portfolio Management
- Risk Management
- Asset Management
- Wealth Management
- Asset Allocation
- Financial Analysis
- Valuation
- Financial Modeling
- Series 7
- Series 63
- Financial Services
- Retirement Planning
- Securities
- Equities
- Options
- Fixed Income
- Alternative Investments
- Mutual Funds
Peter Lim Summary
- Peter Lim, based in Louisville, KY, US, is currently a Senior Vice President | Financial Advisor at Baird. Peter Lim brings experience from previous roles at Baird Trust Company (“Baird Trust”), Hilliard Lyons - A Baird Company and Archelon, LLC. Peter Lim holds a 1995 - 1999 Bachelor of Science (BS) in Economics @ University of Virginia. With a robust skill set that includes Investments, Investment Advisory, Portfolio Management, Risk Management, Asset Management and more. Peter Lim has 2 emails and 1 mobile phone numbers on RocketReach.
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