Robert Peterson Email & Phone Number
Chief Operating Officer @ CollateralEdge
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Robert Peterson Location
- Dallas, TX, US
Robert Peterson Work
- 2022 -now Chief Operating Officer @
- 2019 -2022 Founder | Consultant—Optimized Business Models | Organizational Transformation @
- 2014 -2018 President | Chief Operating Officer (COO)—12% Revenue Growth | 338% Income Boost @
- 2013 -2014 Founder | Consultant @
- 2012 -2013 Head of Corporate Strategy | Senior Vice President—$2.25B Debt Raise | 15% Sales Growth in New Shops @
- 2006 -2012 Global Head of Equities—Productivity Gains | Red-to-Black Turnaround | Asia Expansion @
- 2005 -2006 Head of Private Client Services (Wealth Management)—Profitable Business Model Pivot | Strategic Exit @
- 2000 -2005 Head of Investment Research | Head of Equity Research—54% Lower Costs | Best-on-the-Street @
- 1993 -2000 Senior Research Analyst | Managing Director | Top Ranked Internally and Externally @
- 1990 -1993 Senior Consultant @
Robert Peterson Education
- University of St. Thomas
Bachelor of Arts in Business Administration (with an emphasis in Financial Management)
Robert Peterson Skills
- Strategy
- Series 7
- Financial Modeling
- Private Equity
- Mergers
- Financial Analysis
- Business Strategy
- Investments
- Strategic Planning
- Due Diligence
- Equities
- Valuation
- Asset Allocation
- Corporate Finance
- Corporate Development
- Venture Capital
- Asset Management
- Hedge Funds
- Equity Research
- Portfolio Management
- Mergers & Acquisitions
- Capital Markets
- Investment Management
- Investment Banking
- Leadership
- Corporate Governance
- Wealth Management
- Management Due Diligence
- Risk Management
- Financial Statement Analysis
- Public Speaking
- Management Consulting
- Financial Advisory
- Mergers & Acquisitions (M&A)
- Sell-Side Research
- Business Alignment
- Employee Engagement
- Recruiting
- Brokerage
- Business Process Improvement
- Performance Improvement
- Executive Coaching
- Board of Directors
- Restructuring
- Investor Relations
- Team Motivation
- Microsoft Excel
- Marketing
- Mergers and Acquisitions
- Microsoft Office
- Management
- Process Scheduler
- Managerial Finance
- Vendor Management
- Software Documentation
- Process Improvement
- Outlook
- Contract Negotiation
- Inventory Management
- Pricing
- Access
Robert Peterson Summary
- Robert Peterson, based in Dallas, TX, US, is currently a Chief Operating Officer at CollateralEdge. Robert Peterson brings experience from previous roles at Park Square Partners, LLC, Hilltop Securities Inc. and JCPenney. Robert Peterson holds a Bachelor of Arts in Business Administration in with an emphasis in Financial Management @ University of St. Thomas. With a robust skill set that includes Strategy, Series 7, Financial Modeling, Private Equity, Mergers and more. Robert Peterson has 3 emails and 1 mobile phone numbers on RocketReach.
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