matthew peterson

senior product specialist- fixed income

About

Matthew Peterson. Fixed Income Liaison - Ameriprise Financial Services, Inc. Location: Greater Minneapolis-St. Paul Area; Industry: Financial Services...

Country

united states

City

minneapolis

Industry

financial services

Skill

series 7, series 63, finra, securities, mutual funds, fixed income, trading, options, equities, wealth management, investments, bonds, capital markets, business analysis, strategic planning, asset allocation, strategy, investment strategies, customer service, financial advisory, financial services, equity trading, portfolio management, bloomberg, financial markets, finance, structured products, investment management, etfs, asset management

Experience

fixed income trader

ameriprise financial services, inc.

2004-3 - 2007-2 · 3 yrs

Traded corporate, municipal, Agency, Treasury, CD's and Unit Investment Trusts for retail accounts.

product manager

ameriprise financial services, inc.

2010-3 - 2011-3 · 1 yr 1 mo

Product Manager for the Advisor Workstation. Facilitate software development projects with vendors and internal product groups. Validate to ensure software tools working as designed. Focus on end user experience and report any defects to vendors and internal partners. Maintain software enhancement list and customization requirements.

service consultant

ameriprise financial services, inc.

2007-2 - 2010-3 · 3 yrs 2 mos

Provided brokerage and home office support for some of company's top producing financial advisors. FINRA Series 7,63,55.

senior product specialist- fixed income

ameriprise financial services, inc.

2012-10 - Present · 14 yrs

Provide fixed income product and trading support to financial advisors. Focus on locating and presenting municipal and corporate debt ideas to achieve client's investment goals. Create customized bond ladder strategies and portfolio proposals. Point of contact for fixed income sales ideas and navigation support to financial advisors.