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 →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.
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.
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