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Peter Moon Location
Durham, NC, US
Peter Moon Work
Senior Vice President @ (November 2023 - Present)
Senior Vice President @ (March 2019 - January 2024)
Vice President @ (October 2015 - February 2019)
Senior Vice President @ (May 2011 - January 2024)
Portfolio Analyst @ (May 2011 - May 2012)
Licensed Service Associate @ (December 2009 - March 2011)
Customer Service @ (October 2008 - December 2009)
Research Lab Assistant Summer @ (June 2007 - August 2007)
Clinical Trials Assistant @ (June 2004 - August 2004)
Peter Moon Education
Franklin & Marshall College
Business and Administration (Finance, Economics, Portfolio Management)
2004-2008
Franklin & Marshall College
Bachelor of Arts (Major; Business & Organizations and Society)
2004-2008
Peter Moon Skills
Asset Allocation
Portfolio Management
Microsoft Excel
Mutual Funds
Accounting
Budgets
Analysis
Valuation
Financial Modeling
Retirement Planning
Finance
Investments
Bloomberg
Corporate Finance
Financial Analysis
Private Equity
Equities
Fixed Income
Structured Finance
Clinical Research
Business Development
Healthcare
Savings
Microsoft Word
Peter Moon Summary
Peter Moon, based in Durham, NC, US, is currently a Senior Vice President at Banc of California. Peter Moon brings experience from previous roles at Square 1 Bank and Pacific Western Bank. Peter Moon holds a 2004 - 2008 Business and Administration in Finance, Economics, Portfolio Management @ Franklin & Marshall College. With a robust skill set that includes Asset Allocation, Portfolio Management, Microsoft Excel, Mutual Funds, Accounting and more. Peter Moon has 2 emails and 3 mobile phone numbers on RocketReach.
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