Managing Director@ UBS
Dallas, Texas, United States
Donald S. Peterson, CFA®
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Texas A&M University
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FlashIntel GPTDonald S. Peterson, CFA(r) is a Private Wealth Advisor Senior Portfolio Manager with over 31 years of experience. He is based in the United States and has worked for reputable companies such as UBS Financial Services Inc. and Deutsche Bank. Donald has held senior positions in general management and has extensive knowledge in the financial services industry. He is known for his expertise in wealth management and has a strong track record of delivering results.
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Private Wealth Advisor Senior Portfolio Manager /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Work Experience
Managing Director
Financial Services
Donald S. Peterson, CFA®'s Professional Milestones
- Vice President (1992-09-01~1999-06-01): Driving strategic initiatives to increase profitability and establish the company as a leader in the industry.
- Senior Vice President (1999-06-01~2002-11-01): Driving strategic initiatives to maximize profitability and foster a culture of collaboration and excellence.
Education
Finance
1988-1992Certification
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Donald S. Peterson, CFA® works for UBS
Donald S. Peterson, CFA®'s role in UBS is Managing Director
Donald S. Peterson, CFA® works in the industry of Financial Services
Donald S. Peterson, CFA®'s colleagues are Kishan Joshi,Daniel Grandjean,Fiona Henry
Donald S. Peterson, CFA®'s latest job experience is Managing Director at UBS
Donald S. Peterson, CFA®'s latest education in Texas A&M University
