Peter Wall Email & Phone Number
Director of Fiduciary Services @ True Link Financial
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Peter Wall Location
- Denver, CO, US
Peter Wall Work
- 2019 -now Director of Fiduciary Services @
- 2011 -2019 National Oversight Manager, Vice President and Trust Officer @
- 2003 -2011 Vice President and Trust Officer @
- 1999 -2003 Vice President and Trust Officer @ Bank of Cherry Creek
Peter Wall Education
- University of Northern Colorado
Bachelor of Arts (Music Performance, General)
1995-1999
Peter Wall Skills
- Trust
- Special Needs
- Special Needs Planning
- Trusts
- Trust Services
- Trustee
- Trust Management
- Living Trusts
- Investments
- Investment Advisory
- Banking
- Non-profits
- Music
- Estate Administration
- Estate Planning
- Wealth Management Services
- Estate Tax Planning
- Fiduciary
- Retirement Planning
- Wealth Management
- High Net Worth Individuals
- Asset Allocation
- Estate Law
- Investment Management
- IRAs
- Mutual Funds
- Personal Financial Planning
- Portfolio Management
Peter Wall Summary
- Peter Wall, based in Denver, CO, US, is currently a Director of Fiduciary Services at True Link Financial. Peter Wall brings experience from previous roles at Colorado State Bank and Trust, American National Bank and Bank of Cherry Creek. Peter Wall holds a 1995 - 1999 Bachelor of Arts in Music Performance, General @ University of Northern Colorado. With a robust skill set that includes Trust, Special Needs, Special Needs Planning, Trusts, Trust Services and more. Peter Wall has 2 emails and 1 mobile phone numbers on RocketReach.
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