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
Chief Compliance Officer Osj
Sep 2023 — Present · Omaha, NE, US
Education
University of Wisconsin-Madison
BA, International Relations
1989 — 1994
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