Peter Shu Email & Phone Number
Vice President, Financial Consultant, CFP® @ Fidelity Investments
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Peter Shu Location
- Los Angeles, CA, US
Peter Shu Work
- 2021 -now Vice President, Financial Consultant, CFP® @
- 2018 -2021 Investment Consultant, CFP® @
- 2015 -2018 Senior Relationship Manager @
- 2014 -2015 Financial Advisor @
- 2009 -2014 Financial Advisor @
Peter Shu Education
- Pepperdine University, The George L. Graziadio School of Business and Management
Master's degree (Finance, General)
2010-2013 - California State Polytechnic University-Pomona
Bachelor's degree (Double - Marketing Management and International Business / Minor - Business law)
2003-2008
Peter Shu Summary
- Peter Shu, based in Los Angeles, CA, US, is currently a Vice President, Financial Consultant, CFP® at Fidelity Investments. Peter Shu brings experience from previous roles at Fidelity Investments, Bank of the West and Bank of America Merrill Lynch. Peter Shu holds a 2010 - 2013 Master's degree in Finance, General @ Pepperdine University, The George L. Graziadio School of Business and Management. Peter Shu has 1 emails and 3 mobile phone numbers on RocketReach.
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