Peter Waldron Location
California, United States
Peter Waldron Work
- 2022 - now Managing Director Investments @ Wells Fargo Advisors
- 2017 - 2022 Executive Director @ UBS Group AG
- 2011 - 2022 Senior Vice President - Wealth Management @ UBS Group AG
- 2012 - 2015 Branch Manager @ UBS Group AG
- 2009 - 2011 Private Wealth Advisor @ Morgan Stanley
- 2005 - 2009 Wealth Management Advisor @ Merrill Lynch
Peter Waldron Education
- Brigham Young University
BS (Accountancy)
1998 - 2002
Peter Waldron Skills
- Banking
- Project Management
- Wealth Management
- Microsoft Word
- Social Media
- Strategic Planning
- Portfolio Management
- Fundraising
- Nonprofits
- Wealth Management Services
Peter Waldron Summary
Peter Waldron, based in California, United States, is currently a Managing Director Investments at Wells Fargo Advisors. Peter Waldron brings experience from previous roles at UBS and Morgan Stanley Smith Barney. Peter Waldron holds a 1998 - 2002 BS in Accountancy @ Brigham Young University. With a robust skill set that includes Banking, Project Management, Wealth Management, Microsoft Word, Social Media and more. Peter Waldron has 3 emails and 2 mobile phone numbers on RocketReach.
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