David Peterson

CCO / OSJ at WealthPlan Partners

Role
Chief Compliance Officer Osj at Wealthplan Partners
Location
Omaha, NE, US
LinkedIn followers
500 followers

About David Peterson

Experienced Leader of Compliance and Supervision with a demonstrated history of working in the financial services industry. Skilled in Operations and Supervision Management, Trade Support, Banking, Customer Relationship Management (CRM), Options, and Securities. Strong finance professional with a BA focused in International Relations from the University of Wisconsin-Madison. For full disclosures, please see my website.

Experience

  1. Chief Compliance Officer Osj

    Wealthplan Partners

    Sep 2023 — Present · Omaha, NE, US

Education

  • University of Wisconsin-Madison

    BA, International Relations

    1989 — 1994

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David Peterson — Chief Compliance Officer Osj at Wealthplan Partners in Omaha, NE, US | Unifers