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Peter Heffrin is a seasoned finance professional with a strong educational foundation. He holds a Bachelor's degree from the University of Virginia (2022) and a diploma from *** (2013-12). His academic journey began at *** (2007-2011). As a skilled analyst, Peter boasts expertise in data analysis, corporate finance, and Microsoft Office applications, including Excel and PowerPoint. His proficiency in analysis has been honed through various experiences, with a focus on financial markets and regulations. Certified in Series 63 and Series 79, Peter brings a unique blend of financial acumen and regulatory knowledge to his professional endeavors. Based in Boston, Massachusetts, he continues to grow and develop as a leading finance expert in the industry.

Credentials

  • Series 63
    NASAA
  • Series 79
    Financial Industry Regulatory Authority (FINRA)
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Education

  • 2020 - 2022
    University of Virginia
  • 2013-08 - 2013-12
    ******** ********** ** *******, ******
  • 2007 - 2011
    **. ****'* ****

Suggested Services

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Industry Focus. “Finance”

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