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Peter Rohn Location
New York, NY, US
Peter Rohn Work
Managing Director - Investments @ (January 2018 - Present)
Senior Vice President @ (January 2008 - January 2018)
Senior Vice President @ (February 2005 - October 2008)
First Vice President Wealth Management and International Wealth Managment @ (July 1994 - February 2005)
Vice President @ Lehman Brothers (October 1984 - July 1994)
Senior Tax Accountant @ (September 1978 - October 1984)
Peter Rohn Education
Waynesburg University
Bachelor's degree (Accounting and Finance)
1974-1978
Peter Rohn Skills
Investments
Financial Reporting
Financial Analysis
Strategic Planning
Auditing
Customer Service
Leadership
Asset Management
Portfolio Management
Mutual Funds
Finance
Fixed Income
Series 7
Asset Allocation
Securities
Wealth Management
Series 63
Hedge Funds
Business Development
Alternative Investments
Financial Services
Equities
Peter Rohn Summary
Peter Rohn, based in New York, NY, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Peter Rohn brings experience from previous roles at UBS Financial Services, Morgan Stanley, Merrill Lynch and Lehman Brothers. Peter Rohn holds a 1974 - 1978 Bachelor's degree in Accounting and Finance @ Waynesburg University. With a robust skill set that includes Investments, Financial Reporting, Financial Analysis, Strategic Planning, Auditing and more. Peter Rohn has 2 emails and 1 mobile phone numbers on RocketReach.
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