Peter Rogers Email & Phone Number
Sr. Portfolio Strategist - SVP @ KeyBank
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Peter Rogers Location
- Auburn, WA, US
Peter Rogers Work
- Sr. Portfolio Strategist - SVP @ (June 2025 - Present)
- Portfolio Manager @ (December 2024 - June 2025)
- Senior Portfolio Manager, Vice President @ Bank of the West (March 2021 - September 2023)
- Portfolio Manager, Vice President @ Bank of the West (May 2016 - March 2021)
- Associate Portfolio Manager, Officer @ Bank of the West (May 2014 - May 2016)
- Associate Portfolio Manager @ Bank of the West (May 2012 - May 2015)
- Portfolio Manager | Marsico Investment Fund @ (September 2010 - March 2011)
- Consultant | DCF @ (September 2010 - December 2010)
- Global Investment Research Challenge @ (October 2010 - January 2011)
- Tau-Beta Chapter Treasurer @ (September 2006 - May 2007)
- Waiter @ (February 2004 - December 2006)
Peter Rogers Education
- University of Denver - Daniels College of Business
MS (Finance (Investments))
2009-2011 - Sonoma State University
BS (Business Administration (Finance))
2003-2007
Peter Rogers Skills
- Access
- Accounting
- Accounts Receivable (AR)
- Alternative Investments
- Analysis
- Asset Allocation
- Asset Management
- Attention to Detail
- Bloomberg
- Bloomberg Terminal
- Capital IQ
- Cash Collection
- Client Communication
- Crystal Ball
- Customer Service
- DAX
- DCF
- Data Analysis
- Data Science
- Due Diligence
- Equities
- Equity Research
- Equity Valuation
- Excel
- Finance
- Financial Analysis
- Financial Modeling
- Investing
- Investment Management
- Investment Portfolios
- Investment Research
- Investment Strategies
- Investments
- Key Performance Indicators
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Power BI
- Microsoft Power Query
- Microsoft PowerPoint
- Microsoft Word
- Modeling
- Money Guide Pro
- Monte Carlo Simulation
- Morningstar
- Options
- Oral Communication
- Performance Reporting
- Portfolio Analysis
- Portfolio Management
- PowerPoint
- Probability
- Programming
- Python (Programming Language)
- Quantitative Analytics
- Risk Management
- SQL
- Securities
- Solver
- Statistics
- Tamarac
- Tax Efficiency
- Thomson One
- VBA
- Word
- Statements
- Mutual Funds
- Financial Accounting
- Financial Planning
- Writing
- Means
- Aaa
- Instrumental
- Portfolio
- Intimate
- Acting
- Fraternal
- Business Acumen
- Consideration
- Spreadsheets
- Decisive
- Communication
- Delivering Presentations
- Case Studies
- Business Valuation
- Autonomous
- Denver
- Deloitte
- Budgets
- Management
- PC
- Ratios
- Ascend
- Pitch
- Evaluation
- Hedging
- Leadership Experience
Peter Rogers Summary
- Peter Rogers, based in Auburn, WA, US, is currently a Sr. Portfolio Strategist - SVP at KeyBank. Peter Rogers brings experience from previous roles at Empirical Wealth Management and Bank of the West. Peter Rogers holds a 2009 - 2011 MS in Finance (Investments) @ University of Denver - Daniels College of Business. With a robust skill set that includes Access, Accounting, Accounts Receivable (AR), Alternative Investments, Analysis and more. Peter Rogers has 2 emails and 1 mobile phone numbers on RocketReach.
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