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Kristin Peta

Kristin Peta

Followers of Kristin Peta803 followers
location of Kristin PetaNew York, New York, United States

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  • Timeline

  • About me

    Strategy, Planning and Communications | Chief Operating Officer

  • Education

    • University of Southern California

      -
      Master of Business Administration (M.B.A.) Accounting and Finance

      Activities and Societies: Student Investment Fund (SIF)

    • University of Southern California

      -
      Bachelor’s Degree Economics and International Relations

      Activities and Societies: Student Government, Joint Educational Project (JEP)

  • Experience

    • Credit Suisse

      Jan 2001 - Jan 2016

      Client Strategy Chairman’s Board Investment Banking, Financial Institutions Group

      • COO of Client Strategy and Director of Key Account Management

        Jan 2008 - Jan 2016

      • Vice President

        Jan 2005 - Jan 2008

      • Associate – Vice President

        Jan 2001 - Jan 2005

    • Morgan Stanley

      Jan 2017 - now

      • Strategic Projects

        Mar 2020 - now

      • Chief of Staff to Global CIO

        Jan 2017 - Mar 2020

  • Licenses & Certifications

    • Series 7 - General Securities Representative

      Financial Industry Regulatory Authority (FINRA)

    • Series 63 - Uniform Securities Agent State Law

      Financial Industry Regulatory Authority (FINRA)