William Peterson Email & Phone Number
Managing Director- Wealth Advisor @ Neuberger Berman
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William Peterson Location
- New York, NY, US
William Peterson Work
- 1992 - now Managing Director- Wealth Advisor @
- 1991 - 1992 Management Trainee @
William Peterson Education
- Fairfield University
(Economics, Business)
1987 - 1991
William Peterson Skills
- Series 7
- Alternative Investments
- Hedge Funds
- Equities
- Series 63
- Fixed Income
- Securities
- Mutual Funds
- Wealth Management
- Asset Managment
- Portfolio Management
- Investments
- Bloomberg
- Separately Managed Accounts
- Investment Advisory
- Investment Strategies
- Investment Management
- Asset Allocation
- Asset Management
- Capital Markets
- Bonds
- Fund Of Funds
- Options
- Customer Service
- Management
- Government
- Marketing Strategy
- Public Speaking
- Sales
- Separately Managed
William Peterson Summary
- William Peterson, based in New York, NY, US, is currently a Managing Director- Wealth Advisor at Neuberger Berman. William Peterson brings experience from previous roles at Prudential Securities. William Peterson holds a 1987 - 1991 Fairfield University. With a robust skill set that includes Series 7, Alternative Investments, Hedge Funds, Equities, Series 63 and more. William Peterson has 2 emails on RocketReach.
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