Peter Rohn Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Peter Rohn Location
- New York, NY, US
Peter Rohn Work
- 2018 -now Managing Director - Investments @
- 2008 -2018 Senior Vice President @
- 2005 -2008 Senior Vice President @
- 1994 -2005 First Vice President Wealth Management and International Wealth Managment @
- 1984 -1994 Vice President @ Lehman Brothers
- 1978 -1984 Senior Tax Accountant @
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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