Curt Peterson in

Curt Peterson

Researcher · DISC type Cs
Investment Officer & Vice President at Ameriprise Bank, FSB
📍 Minneapolis, Minnesota, United States

Curt Peterson is a seasoned Investment Officer and Vice President at Ameriprise Bank, FSB, specializing in personal trust and wealth management. His career includes extensive experience in capital markets and data analysis at RBC. He holds an M. B. A. from the University of Minnesotas Carlson School of Management and Series 7 and 63 certifications.

Drawing on his undergraduate degree in Mass Communications from Minnesota State University, Mankato, Curt combines financial expertise with strong interpersonal and communication skills. He has a keen interest in the broader financial services landscape, following major firms like U. S. Bank, Allianz, and RBC.

His background in mass communications provides a unique foundation for his current client-focused role in wealth management.

Read the full overview →
Experience
17 Years
Current Role
Investment Officer & Vice President
Job Level
Senior
Location
Minneapolis, Minnesota, United States
Personality Overview

How Curt shows up

ROI Seeker
Detail Oriented
Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are always well-planned and adopt a systematic approach. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Curt cares about

Wealth Management
His professional background and current role are centered on wealth management for clients.
Personal Trust
A specific skill and area of expertise mentioned in his background and current role at Ameriprise Bank, FSB.
+5 more topics Login to view topics
Career

Work history

8-2017
Investment Officer & Vice President
Ameriprise Bank, FSB
2015 - 2017
Sr. Business & Analyst Lead
RBC Capital Markets
2013 - 2015
Sr. Data Analyst, Security Master
RBC Capital Markets
2009 - 2013
Sr. Financial Consultant
Ameriprise Financial Services, Inc.
2008 - 2009
Financial Advisor
Ameriprise Financial Services, Inc.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2011 - 2015
Master of Business Administration (M.B.A.)
UMN Carlson School of Management
2001 - 2006
Mass Communications
Minnesota State University, Mankato
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Curt. Free, 10 seconds.