Peter Bohman
Finance Student (Marriott School, BYU)
- Role
- Private Wealth Analyst at Crewe Advisors
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Peter Bohman
Finance Student at Brigham Young University (Marriott School of Business) with meaningful…
Experience
Private Wealth Analyst
Aug 2025 — Present · Salt Lake County, UT, US
Supports advisors by conducting detailed cash flow analyses and forecasting clients’ annual liquidity needs- Reviews clients\' promissory note liabilities and creates amortization tables to determine their annual gifting strategies- Engages in training and staffed on portfolio optimization, estate planning/flowcharts, eMoney, and custodian platforms
Education
Utah Valley University
Associate of Science, University Studies
Brigham Young University Marriott School of Business
Bachelor of Science, Finance
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