Peter Dawoud is a Client Operations Associate at CoastEdge Partners, where he supports both the Portfolio Reporting and Analytics team and the Client Service team. Prior to joining CoastEdge Partners, he worked with affluent clients and small businesses, assisting with banking needs such as account servicing, relationship management, and investment referrals. Previously, he served as a Client Service Analyst on the Portfolio Analytics and Reporting team at StepStone Group, a $199 billion asset manager specializing in alternative investments.
Peter holds a Bachelor of Science in Business Administration and Finance from San Diego State University.