Maggie Peat Email & Phone Number | • Over 20 years of relevant experience in financial services • Fixed income securities sales to institutional investors. • Emphasis on agency, municipal and corporate bonds. • Primary concentration on investing for corporations. • Institutional accounts ranging from 100 million to 20 billion in assets. Maggie has a unique combination of experience in institutional bond investing and overall relationship management. With this combination, Maggie's emphasis is on a consultative, balance sheet approach to business development and directing institutional accounts in building and managing fixed income portfolios. Her institutional expertise has a strong focus on helping accounts address their financial objectives and risk management needs. Maggie holds a FINRA Series 7, 24, and 63 securities licenses and is a licensed CPA. Specialties: Fixed income securities sales to institutuional investors.

Maggie Peat

• Over 20 years of relevant experience in financial services • Fixed income securities sales to ins...
280 Alta Vista Drive, South San Francisco, United States

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Maggie Peat’s Email maggie.peat@wellsfargo.com

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Maggie Peat’s Location 280 Alta Vista Drive, South San Francisco, United States

Maggie Peat’s Current Industry Wells Fargo

Maggie Peat’s Prior Industry Wells Fargo Bank | Self Employed

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Work Experience

Wells Fargo

Director

2002-03-01 00:00:00 - Present

Wells Fargo Bank

Relationship Manager

1996-12-01 00:00:00 - 2002-03-01 00:00:00

Self Employed

Professional Dog Handler

1992-01-01 00:00:00 - 1996-01-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Maggie Peat

Maggie Peat is located at
280 Alta Vista Drive, South San Francisco, United States

Maggie Peat is a • Over 20 years of relevant experience in financial services • Fixed income securities sales to institutional investors. • Emphasis on agency, municipal and corporate bonds. • Primary concentration on investing for corporations. • Institutional accounts ranging from 100 million to 20 billion in assets. Maggie has a unique combination of experience in institutional bond investing and overall relationship management. With this combination, Maggie's emphasis is on a consultative, balance sheet approach to business development and directing institutional accounts in building and managing fixed income portfolios. Her institutional expertise has a strong focus on helping accounts address their financial objectives and risk management needs. Maggie holds a FINRA Series 7, 24, and 63 securities licenses and is a licensed CPA. Specialties: Fixed income securities sales to institutuional investors.