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Peter Learn, CFA

Peter Learn, CFA

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  • Timeline

  • About me

    Portfolio Manager at PIMCO

  • Education

    • Sun Prairie High Scool

      -

    • University of Illinois at Chicago

      2009 - 2012
      Bachelor of Science Finance

  • Experience

    • Integra Financial

      Feb 2009 - Oct 2012
      Associate

    • Gurtin Municipal Bond Management

      Oct 2012 - Sept 2017

      Collaboratively managed multiple municipal bond strategies by actively participating in primary and secondary markets. In addition resolved any trade breaks or discrepancies. Reconciled over 2,000 separately managed accounts on a daily basis. Maintained transactional, security, and composite data in Advent's APX. Calculated, disseminated, and collected fees for over 750 billing relationships.

      • Portfolio Management Associate

        Oct 2015 - Sept 2017

      • Portfolio Administration

        Oct 2012 - Oct 2015

    • Gurtin Municipal Bond Mgmt, a PIMCO Co.

      Jan 2019 - Dec 2020
      Senior Associate of Operations

    • PIMCO

      Jan 2021 - now

      • Portfolio Manager

        Jul 2022 - now

      • Specialist

        Jan 2021 - Jul 2022

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jul 2022