Daniel R. Peterson
Education: Graduate-University of Minnesota Carlson School of Management. Studied Financial Statement Analysis, Bond Market Analysis and Strategies, Equity Market Fundamentals, Futures and Options Markets, Multinational Financial Management, Calculus with Applications, Business Law, Business Statistics etc.
Experience: Financial Advisor since 1998. Cemented personal understanding of financial markets and their operation. Work with individuals and small businesses to help manage their assets efficiently. Match client risk tolerance to their assets allocation and their individual investment selections. Bank President two years. Worked with individuals and small businesses to manage their liabilities efficiently. Structured projects with clients maximizing the use of their assets and liabilities.
Licenses: Series 7, 63, 24. Arizona, Minnesota and Wisconsin insurance license.