Matt Peterson
About Matt Peterson
Matt Peterson is a Senior Fixed Income Specialist at TD Ameritrade in Jersey City, New Jersey, with extensive experience in financial services.
Senior Fixed Income Specialist at TD Ameritrade
Matt Peterson has been serving as a Senior Fixed Income Specialist at TD Ameritrade since 2015. Located in Jersey City, New Jersey, his role involves managing and growing regional fixed income revenue throughout the tri-state area. He utilizes his expertise in fixed income securities to offer tailored financial advice and portfolio solutions to clients, ensuring alignment with their investment strategies and objectives.
Previous Roles at TD Ameritrade
Before his current role, Matt Peterson worked as a Fixed Income Specialist at TD Ameritrade from 2013 to 2015. In this position, he gained foundational experience in fixed income products and services. His responsibilities included advising clients on bond investments, conducting market research, and providing support to the senior specialists in designing fixed-income portfolios.
Investment Sales Support Specialist at AXA Equitable
Matt Peterson held the position of Investment Sales Support Specialist at AXA Equitable from 2011 to 2013 in the Greater New York City Area. During this period, he supported the investment sales team by preparing sales reports, conducting market analysis, and assisting in the formulation of investment strategies and product offerings. His role was crucial in enhancing sales team efficiency and improving client services.
Educational Background
Matt Peterson pursued an extensive educational journey, earning degrees from prestigious institutions. He completed his MBA at New York University - Leonard N. Stern School of Business, where he focused on Financial Instruments & Markets, Product Management, and Management from 2013 to 2017. Matt also holds a Bachelor's degree in Finance from Tulane University - A.B. Freeman School of Business, where he studied from 2005 to 2009.
Additional Professional Experience
Early in his career, Matt Peterson worked at Vector Marketing, beginning as a Sales Representative in 2005 and advancing to Branch Manager by 2006. He continued in that role until 2008, overseeing branch operations and sales performance. He later joined AXA Equitable as a Financial Advisor from 2009 to 2011, providing financial planning and investment advice to clients in Edison, NJ.