Senior Vice President - Investments@ Wells Fargo Advisors
San Rafael, California, United States
Peter Keating
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Brown University
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FlashIntel GPTPeter Keating is a highly experienced financial professional with 43.8 years of work experience. He specializes in portfolio management, retirement planning, wealth management, finance, mutual funds, financial analysis, financial planning, risk management, securities, financial services, and investments. Currently, he serves as the Senior Vice President - Investments at Wells Fargo Advisors in San Rafael, California. Throughout his career, Peter has held various senior positions at reputable financial institutions such as Western International Securities, Morgan Stanley, and UBS. He has a strong background in the financial services industry and a proven track record of success in his field.
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About
Senior Vice President - Investments at Wells Fargo Advisors
Work Experience
Senior Vice President - Investments
Financial Services
Peter Keating's Professional Milestones
- Business Professional (2009-04-01~2013-07-01): Driving operational efficiency and optimizing processes to enhance productivity and drive business growth.
- Senior Financial Advisor (2016-03-01~): Provided comprehensive financial advice, assisting clients in their financial goals and personal growth.
Education
Economics,
Bachelors,
I(nternational Economics
1962-1967Skill
Portfolio Management
Retirement Planning
Wealth Management
Finance
Mutual Funds
Financial Analysis
Financial Planning
Risk Management
Securities
Financial Services
Investments
Certification
Colleagues
Jeff Younger
Vice President - Compliance
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Nathaniel Diorio
Agile Product Owner | Experience Portfolio Management Platform
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Other Named Peter Keating
Frequently asked questions
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Peter Keating works for Wells Fargo Advisors
Peter Keating's role in Wells Fargo Advisors is Senior Vice President - Investments
Peter Keating works in the industry of Financial Services
Peter Keating's colleagues are Jeff Younger,Zachary B.,Ross Wolff
Peter Keating's latest job experience is Senior Vice President - Investments at Wells Fargo Advisors
Peter Keating's latest education in Brown University
