Scott Peterson in

Scott Peterson

Enthusiast · DISC type i
Managing Director, Software Investment Banking at KeyBanc Capital Markets
📍 San Francisco Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Managing Director, Software Investment Banking
Job Level
Mid-senior
Location
San Francisco Bay Area, United States
Personality Overview

How Scott shows up

Story Driven
Amiable & Agreeable
Consensus Focused

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They agree with others often, so exercise caution when relying on their word.

Priorities

Topics Scott cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2021
Managing Director, Software Investment Banking
KeyBanc Capital Markets
11-2016 - 12-2020
Managing Director, Co-Head of Software Investment Banking
SunTrust Robinson Humphrey
9-2014 - 11-2016
Managing Director, Software Investment Banking
BMO Capital Markets
3-2005 - 9-2014
Executive Director
J.P. Morgan
2001 - 2005
Partner
The Hillview Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
MBA
University of California, Berkeley
2003 - 2005
Master of Business Administration (MBA)
Columbia Business School
1991 - 1992
Master of Engineering (M.Eng.)
Cornell University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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