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 @ (March 2021 - September 2023)
- Portfolio Manager, Vice President @ (May 2016 - March 2021)
- Associate Portfolio Manager, Officer @ (May 2014 - May 2016)
- Associate Portfolio Manager @ (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
- Capital IQ
- Morningstar
- Bloomberg
- Crystal Ball
- Statements
- Equities
- VBA
- Modeling
- Excel
- Thomson One
- Statistics
- Microsoft Office
- Access
- SQL
- Solver
- Data Analysis
- DCF
- Monte Carlo Simulation
- PowerPoint
- Word
- Microsoft Excel
- Leadership
- Portfolio Management
- Analysis
- Investments
- Bloomberg Terminal
- Financial Modeling
- Financial Analysis
- Equity Research
- Quantitative Analytics
- Mutual Funds
- Finance
- Securities
- Due Diligence
- Equity Valuation
- Customer Service
- Financial Accounting
- Financial Planning
- Asset Management
- Alternative Investments
- Microsoft Word
- 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
- Investment Management
- 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 Capital IQ, Morningstar, Bloomberg, Crystal Ball, Statements and more. Peter Rogers has 2 emails and 1 mobile phone numbers on RocketReach.
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