Drake Petersen, CFA

Senior Business Analyst at SS&C Innovest
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Contact Information
us****@****om
(386) 825-5501
Location
Chicago, Illinois, United States, US

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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Aug, 2017
    - Oct, 2024

Experience

  • SS&C Innovest
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Business Analyst
      • Aug 2022 - Present
  • Northern Trust Corporation
    • 2nd Vice President - Sr. Associate, Investment Performance & Reporting
      • Feb 2021 - Aug 2022
  • Covenant Trust Company
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Dec 2017 - Feb 2021

    • Associate Portfolio Manager
      • Jan 2016 - Dec 2017

    • Investment Associate
      • Oct 2014 - Dec 2015

  • Covenant Ministries of Benevolence
    • 1 - 100 Employee
    • Financial Analyst
      • Aug 2012 - Sep 2014
  • NAI Hiffman
    • United States
    • Leasing Non-residential Real Estate
    • 1 - 100 Employee
    • Market Researcher
      • Jun 2006 - Dec 2013

Education

  • North Park University
    Bachelor of Science (B.S.)
    2010 - 2014
  • Wheaton Academy
    2006 - 2010

Community

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