Vice President, Relationship Manager @ (October 2015 - December 2023)
Relationship Coordinator @ (July 2007 - October 2010)
Participant Accounting Representative @ (April 2003 - June 2007)
Financial Representative @ (December 2001 - December 2002)
Peter Madsen Education
University of Pennsylvania - The Wharton School
Certified Employee Benefit Specialist
2007-2010
University of Wisconsin-Whitewater
Bachelor of Business Administration (B.B.A.)
1997-2001
Peter Madsen Skills
Investments
401k
Mutual Funds
Wealth Management
Financial Services
Portfolio Management
Management
Business Development
Microsoft Excel
Accounting
Retirement
Strategic Planning
Financial Analysis
Peter Madsen Summary
Peter Madsen, based in Milwaukee, WI, US, is currently a Head of Business Support and Governance and Oversight at Midwest Institutional Trust Services. Peter Madsen brings experience from previous roles at BMO Global Asset Management and M&I Institutional Trust Services. Peter Madsen holds a 2007 - 2010 Certified Employee Benefit Specialist @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Investments, 401k, Mutual Funds, Wealth Management, Financial Services and more. Peter Madsen has 1 mobile phone numbers on RocketReach.
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