What is David Peterson email address?

David Peterson's primary email address is *****@wealthplan.group. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Peterson work for?

David Peterson is a Chief Compliance Officer / OSJ at WealthPlan Partners, a company specializing in Functions related to depository banking.

Where David Peterson graduated from?

David Peterson holds a degree in International Relations from University of Wisconsin-Madison.

How can I directly contact David Peterson?

To contact David Peterson directly, you can use the email address *****@wealthplan.group. Complete contact information is available upon registration with Muraena.

Who is David Peterson?

David Peterson is a seasoned Chief Compliance Officer and OSJ at WealthPlan Partners, with extensive experience in the financial services sector. He specializes in compliance management, operations, and customer relations, demonstrating a strong ability to navigate complex regulatory environments. David holds a BA in International Relations from the University of Wisconsin-Madison, which complements his analytical skills in financial markets and alternative investments. His career spans over two decades, showcasing progressive leadership roles in various organizations, including Advisornet Financial and Securities America. David is also passionate about diversity and inclusion within the workplace, advocating for social equity in finance. He is known for his strategic planning capabilities and a commitment to operational excellence. In his free time, he promotes mindfulness practices, believing in the importance of mental well-being in high-pressure industries. David's professional journey reflects a blend of technical expertise and a human-centered approach to leadership.