Eric Peterson

Eric Peterson

No headline available | Castle Rock, Colorado, United States

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Work Experience

Charles Schwab

Portfolio Management

2023-11-01 — Present

PRODEVIA LEARNING

Course Instructor

2022-12-01 — 2023-05-01

Charles Schwab

Program Manager Business Management Operations

2019-11-01 — 2023-11-01

Charles Schwab

Intranet and Collaboration Product Owner

2018-11-01 — 2019-10-01

Charles Schwab

Chief Of Staff to the SVP of Corporate Technology

2018-04-01 — 2018-11-01

Charles Schwab

Community Manager

2017-10-01 — 2023-05-01

Charles Schwab

Technical Project Manager

2009-11-01 — 2018-04-01

Charles Schwab

Senior Business System Analyst | Central Finance - Financial Planning & Analysis

2007-11-01 — 2009-11-01

Charles Schwab

Senior Manager | Client Conversions and Implementation

2005-11-01 — 2007-11-01

DST Systems

Client Relationship Consultant

1998-01-01 — 2005-11-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English