Fundraising Fox

Bob Peterson

Chief Operating Officer at CollateralEdge

Dallas, Texas, United States

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205 people in our graph share verified history with Bob — schools, employers, funds. One of them is your warm intro.

Dan MalvenunlockedBob: together at Accenture (1990–1991)
×6Bob: together at University of St. Thomas
×4Bob: together at Piper Sandler
Bob: together at JCPenney

About

Bob Peterson is Chief Operating Officer at CollateralEdge, a fintech firm providing collateral solutions for commercial lending at community and regional banks, a role he has held since fall 2022. He previously spent four years as a consultant at Park Square Partners and served as President and COO of HilltopSecurities, where he oversaw the merger of The FirstSouthwest Company and SWS Group, following nearly 20 years at Piper Sandler in roles including Head of Investment Research, Head of Private Client Services, and Global Head of Equities. He has served on boards of broker-dealers in the U.S., Hong Kong, and Europe, as well as Martha Stewart Living Omnimedia, Inc. and children's hospital boards in Dallas and St. Paul.

Chief Operating Officer at CollateralEdge

Intro paths

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Experience

  1. CollateralEdgeChief Operating Officercurrent2022 — presentDallas, TX
  2. Park Square Partners, LLCFounder | Consultant—Optimized Business Models | Organizational Transformation2019 — 2022Dallas-Fort Worth Metroplex
  3. Hilltop Securities Inc.President | Chief Operating Officer (COO)—12% Revenue Growth | 338% Income Boost2014 — 2018Dallas-Fort Worth Metroplex
  4. Park Square Partners, LLCFounder | Consultant2013 — 2014Dallas-Fort Worth Metroplex
  5. JCPenneyHead of Corporate Strategy | Senior Vice President—$2.25B Debt Raise | 15% Sales Growth in New Shops2012 — 2013Plano, Texas
  6. Piper SandlerGlobal Head of Equities—Productivity Gains | Red-to-Black Turnaround | Asia Expansion2006 — 2012Minneapolis, MN - London, England
  7. Piper SandlerHead of Private Client Services (Wealth Management)—Profitable Business Model Pivot | Strategic Exit2005 — 2006Minneapolis, Minnesota
  8. Piper SandlerHead of Investment Research | Head of Equity Research—54% Lower Costs | Best-on-the-Street2000 — 2005Minneapolis, MN
  9. Piper SandlerSenior Research Analyst | Managing Director | Top Ranked Internally & Externally1993 — 2000Minneapolis, MN
  10. AccentureSenior Consultant1990 — 1993Minneapolis, Minnesota, United States

Skills & more

Strategy24Strategic Planning3LeadershipPublic SpeakingTeam MotivationCulture Change1Series 77Financial Modeling5Private Equity3Mergers1Financial Analysis3Business Strategy3
+12 moreInvestmentsDue DiligenceEquitiesValuationAsset AllocationCorporate FinanceCorporate DevelopmentVenture CapitalAsset ManagementHedge FundsEquity ResearchPortfolio Management
  • Series 7, 63, 24, 55FINRA
  • Securities Industry Institute Sponsored by SIFMAWharton Executive Education

From Bob's professional profile.

Frequently asked questions

Who is Bob Peterson?
Bob Peterson is Chief Operating Officer at CollateralEdge, a fintech firm providing collateral solutions for commercial lending at community and regional banks, a role he has held since fall 2022. He previously spent four years as a consultant at Park Square Partners and served as President and COO of HilltopSecurities, where he oversaw the merger of The FirstSouthwest Company and SWS Group, following nearly 20 years at Piper Sandler in roles including Head of Investment Research, Head of Private Client Services, and Global Head of Equities. He has served on boards of broker-dealers in the U.S., Hong Kong, and Europe, as well as Martha Stewart Living Omnimedia, Inc. and children's hospital boards in Dallas and St. Paul.
Where does Bob Peterson work?
Bob Peterson is Chief Operating Officer at CollateralEdge.
Where did Bob Peterson go to school?
Bob Peterson studied at University of St. Thomas (Bachelor of Arts in Business Administration, with an emphasis in Financial Management).

Same school

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