With work experience over seven years, Karlie is now working at Triumph Capital, Llc Private Wealth Management that is located in 3 as a Triumph Capital Management. Karlie received his education from 2007 to 2010 at the Colorado State University. Karlie lives in Denver, Colorado. To contact with Karlie, you can search for their phone number or email or get further information by requesting access to the person's additional details on this webpage.
Name variants:
Carly Peterson
Last updated May 30, 2024
Contact Information
Workplace
Triumph Capital Management
Denver, CO
Industry
Financial Services, Management Services
Colleagues
Work History
Triumph Capital Management
1610 Wynkoop St SUITE 550, Denver, CO 80202
from Jan 2016
Director, Business Development
215 west Oak St SUITE 720, Fort Collins, CO 80521
Jan 2011 — Dec 2015
Vice President Insitutional Sales
215 west Oak St SUITE 720, Fort Collins, CO 80521
Jan 2014 — Oct 2014
Education
Occupations
Accountant
Finance and Accounting Specialist
Executive
Director
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Defined Contribution
Retirement Planning
Office Management
Investments
401K
Retirement Plan Consulting
Asset Allocation
Strategic Planning
Investment Advisory
Wealth Management
Mutual Funds
Strategic Financial Planning
Microsoft Office
Qualified Retirement Plans
Microsoft Excel
Customer Service
Defined Benefit
Profit Sharing
Due Diligence
FAQs about Karlie Peterson
What is the main profession of Karlie Peterson?
This professional's job is Triumph Capital Management
What jobs is Karlie Peterson a professional at?
Karlie Peterson is a professional such jobs as Accountant and Finance and Accounting Specialist.
Where does Karlie Peterson live?
The professional currently lives in Denver, Colorado.
How many companies did Karlie Peterson work at?
The professional worked at four jobs.
Where has Karlie Peterson studied?
Karlie studied at the Colorado State University from 2007 to 2010.
Are there any industries, that Karlie Peterson works in?
Karlie works in Financial Services industry.
What are the skills of Karlie Peterson?
Karlie has such skills as Defined Contribution, Retirement Planning, Office Management, Investments, 401K, Retirement Plan Consulting, Asset Allocation, and Strategic Planning.