Jan 2020 - Dec 2023
AeroLeads people directory · profile
Peter Oliphant Email & Phone Number
Regional Advisor Consultant at Columbia Threadneedle Investments, US
1 work email found
@columbiathreadneedle.com
3 phones found area 630
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Role
Regional Advisor Consultant at Columbia Threadneedle Investments, US
Location
Seattle, Washington, United States
Who is Peter Oliphant? Overview
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Quick answer
Peter Oliphant is listed as Regional Advisor Consultant at Columbia Threadneedle Investments, US based in Seattle, Washington, United States. AeroLeads shows a work email signal at columbiathreadneedle.com, phone signal with area code 630, and a matched LinkedIn profile for Peter Oliphant.
Peter Oliphant previously worked as Regional Advisor Consultant at Columbia Threadneedle Investments, Us and Regional Vice President at Nationwide Financial. Peter Oliphant holds Ba, Industrial Relations from University Of North Carolina At Chapel Hill.
Company email context
Email format at columbiathreadneedle.com
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{first}.{last}@columbiathreadneedle.com
86% confidence
AeroLeads found 1 current-domain work email signal for Peter Oliphant. Compare company email patterns before reaching out.
Profile bio
About Peter Oliphant
Peter Oliphant is a Regional Advisor Consultant at Columbia Threadneedle Investments, US. Colleagues describe him as "Peter is an energetic, thoughtful, skilled communicator. Thank you for your assistance building portfolios."
Listed skills include Mutual Funds, Series 7, Series 63, Asset Allocation, and 11 others.
6 roles
Peter Oliphant work experience
A career timeline built from the work history available for this profile.
Regional Vice President
Manage territory of Washington and OregonRepresent Mutual Funds and ETF’sValue add programs - presenter - Social Security and Healthcare Costs in RetirementEndorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation.Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products or services.
Nov 2016 - Jan 2020
Vice President
Sales - Unit Investment TrustsManaged territory of WashingtonResponsible for Unit Trusts and SMA’sPresented for client acquisition events.
Apr 2014 - Apr 2016
Regional Vice President
Sales - mutual funds, seperately managed accounts, unit investment trusts.Covered WA, OR, ID, MT, AK and WYCovered wirehouse channel.
May 2004 - Mar 2014
Regional Vice President
Van Kampen Investments - Acquired By Invesco In June Of 2010
Managed Pacific Northwest Territory Focused on wirehouse channelRepresented Mutual Funds, UIT’s and SMA’s.
Feb 2008 - Jun 2010
Internal Sales Consultant
Van Kampen Investments - Acquired By Invesco June 2010
Team coverage of Michigan for Mutual FundsIndependent advisor channel focusActed as external for lower western Michigan and UP.
May 2004 - Jan 2008
1 education record
Peter Oliphant education
FAQ
Frequently asked questions about Peter Oliphant
Quick answers generated from the profile data available on this page.
What is Peter Oliphant's role at their current company?
Peter Oliphant is listed as Regional Advisor Consultant at Columbia Threadneedle Investments, US.
What is Peter Oliphant's email address?
AeroLeads has found 1 work email signal at @columbiathreadneedle.com for Peter Oliphant.
What is Peter Oliphant's phone number?
AeroLeads has found 3 phone signal(s) with area code 630 for Peter Oliphant.
Where is Peter Oliphant based?
Peter Oliphant is based in Seattle, Washington, United States.
What companies has Peter Oliphant worked for?
Peter Oliphant has worked for Columbia Threadneedle Investments, Us, Nationwide Financial, First Trust, Invesco Us, and Van Kampen Investments - Acquired By Invesco In June Of 2010.
How can I contact Peter Oliphant?
You can use AeroLeads to view verified contact signals for Peter Oliphant, including work email, phone, and LinkedIn data when available.
What schools did Peter Oliphant attend?
Peter Oliphant holds Ba, Industrial Relations from University Of North Carolina At Chapel Hill.
What skills is Peter Oliphant known for?
Peter Oliphant is listed with skills including Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Retirement Planning, Wealth Management, and Securities.
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