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Peter Learn, CFA

Peter learn, cfa

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location of Peter Learn, CFAGreater Chicago Area
Phone number of Peter Learn, CFA+91 xxxx xxxxx
Followers of Peter Learn, CFA490 followers

  • Timeline

    Feb 2009 - Oct 2012

    Associate

    Integra Financial
    Oct 2012 - Sept 2017

    Portfolio Management Associate

    Gurtin Municipal Bond Management
    San Diego, California
    Jan 2019 - Dec 2020

    Senior Associate of Operations

    Gurtin Municipal Bond Mgmt, a PIMCO Co.
    Current Company
    Jan 2021 - now

    Portfolio Manager

    PIMCO
    United States

  • 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