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Karlie Peterson

Karlie Peterson

Director of Business Development


Karlie graduated from Colorado State University in 2010 with a Bachelor's degree in Business Administration with a focus on Finance. Starting her career as a Client Relations Manager for a boutique money management firm, Karlie has been servicing financial clients for her entire career assisting in reporting, account management and basic client needs. As the Director of Business Development for Triumph Capital Karlie specializes in client service and assists the advisors with providing the best customer care. She holds the Series 65 registration.


Karlie Peterson IAR Brochure