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Peter So Location
New York, NY, US
Peter So Work
Managing Director, Head of Institutional Client, Product and Marketing Technology @ (September 2025 - Present)
Vice President, Digital Transformation and Innovation @ (March 2020 - September 2025)
Director; Data and Analytics, Group Operations @ (January 2017 - March 2020)
Director - Global Lead of Platform Delivery, Digital Channels and Research Technology @ (September 2009 - December 2016)
AVP - Project Manager, Client Relationship Management (CRM) @ Barclays Capital (September 2008 - September 2009)
AVP - Project Manager and Sr Business Analyst, Sales Technology @ Lehman Brothers (March 2006 - September 2008)
Programmer Analyst @ (January 2002 - January 2006)
Peter So Education
Carnegie Mellon University - Tepper School of Business
MS (Computational Finance)
2006-2009
University of Toronto
B Sc (Computer Science)
1997-2002
Peter So Skills
Agile Methodologies
Analysis
Analytics
Business Analysis
CRM
Capital Markets
Databases
Derivatives
Enterprise Architecture
Equities
Financial Services
Fixed Income
IT Strategy
Integration
Investment Banking
Management
Matlab
Microsoft Excel
Microsoft SQL Server
Portals
Program Management
Project Management
Requirements Analysis
Requirements Gathering
Risk Management
SDLC
SQL
Software Development
Software Project Management
Statistics
Sybase
Trading Systems
VBA
Vendor Management
Visio
Technology
Quality Engineer
Finance
Customer Relationship Management
Peter So Summary
Peter So, based in New York, NY, US, is currently a Managing Director, Head of Institutional Client, Product and Marketing Technology at PGIM. Peter So brings experience from previous roles at PGIM, Credit Suisse and Barclays Capital. Peter So holds a 2006 - 2009 MS in Computational Finance @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Agile Methodologies, Analysis, Analytics, Business Analysis, CRM and more. Peter So has 4 emails and 1 mobile phone numbers on RocketReach.
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