Background
Kevin Peterson, CFIRS®, has been a member of the Truist BURM team since the merger in 2019 and previously served in multiple risk management roles with BB&T, including Operational Risk Officer for BB&T Securities, Capital Markets, Retirement & Institutional Services, and BB&T Institutional Investment Advisors. He has over 15 years of experience and oversees the governance and execution of risk management initiatives for Sterling Capital as of 2022. Kevin received his B.S. in Business Administration from the State University of New York at Buffalo and his MBA from Canisius College. He holds the Certified Fiduciary & Investment Risk Specialist® certification.
Area of Focus
- Risk Management
Previous Experience
- Operational Risk Officer for BB&T
- Brokerage/Advisory Compliance
Education
- B.S. in Business Administration from the State University of New York at Buffalo
- M.B.A. from Canisius College
Affiliations & Professional Licenses
- Certified Fiduciary Investment Risk Specialist (CFIRS)
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