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Peter Locke Location
Boulder, CO, US
Peter Locke Work
Managing Partner @ (October 2020 - Present)
Branch Manager @ (February 2018 - October 2020)
Branch Manager @ (April 2015 - February 2018)
Financial Consultant at Scottrade @ (January 2011 - April 2015)
Peter Locke Education
Christopher Newport University
Bachelor of Science in Business Administration (Business Administration and Management, General)
2007-2012
Peter Locke Skills
Access
Account Management
Asset Allocation
Client Onboarding
Complex Sales
Customer Relationship Management (CRM)
Customer Retention
Customer Service
Customer Success
Event Planning
Facebook
Finance
Financial Markets
Financial Services
Leadership
Microsoft Excel
Microsoft Word
Outlook
PowerPoint
Presentations
Public Speaking
Research
Sales Management
Sales Process
Sales Strategy
Series 63
Series 7
Social Media
Social Networking
Solution Selling
Training
Windows
Written Communication
Peter Locke Summary
Peter Locke, based in Boulder, CO, US, is currently a Managing Partner at InSight, Corp. Peter Locke brings experience from previous roles at TD Ameritrade and Scottrade. Peter Locke holds a 2007 - 2012 Bachelor of Science in Business Administration in Business Administration and Management, General @ Christopher Newport University. With a robust skill set that includes Access, Account Management, Asset Allocation, Client Onboarding, Complex Sales and more. Peter Locke has 1 emails and 2 mobile phone numbers on RocketReach.
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