Allison Peterson Email & Phone Number
Senior Management Analyst @ City of Dana Point
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Allison Peterson Location
- Dana Point, CA, US
Allison Peterson Work
- 2023 -now Senior Management Analyst @
- 2021 -2023 Management Analyst @
- 2020 -2021 Senior Administrative Assistant @
- 2013 -now Financial Advisor @
- 2011 -2013 Financial Advisor @
- 2007 -2011 Client Service Associate @
Allison Peterson Education
- Fuller Theological Seminary
(Master of Divinity - Leadership in Times of Change)
2021-2025 - University College - Azusa Pacific University
Bachelor’s Degree (Liberal Arts and Sciences/Liberal Studies)
- Sierra College
Associate of Science - AS (Business Administration)
Allison Peterson Skills
- Retirement Planning
- Investments
- Series 7
- Mutual Funds
- Uniform Combined State Law
- Series 63
- Wealth Management
- Asset Allocation
- Securities
- Retirement
- Investment Strategies
- Investment Advisory
- Strategic Financial Planning
- 401k
- Portfolio Management
- Financial Advisory
- Asset Managment
- Financial Services
- Fixed Annuities
- FINRA
- Divorce
- Financial Planners
- Pensions
- Fixed Income
- Certified Divorce Financial Analyst
- Insurance
- Financial Planning
- IRAs
- Financial Modeling
- Finance
- Life Insurance
- Equities
- Alimony
- Savings
- Stocks
- Risk Management
- Asset Management
- Wealth
- Pension Funds
- Personal Financial Planning
- Personal Finance
- 401k Rollovers
- Project Management
- Term Life Insurance
- Trading
- Series 65
- Life And Health Insurance Licenses
- Child Support
- Investment Management
- 401k Retirement Savings Plans
- 401 Retirement Savings Plans
Allison Peterson Summary
- Allison Peterson, based in Dana Point, CA, US, is currently a Senior Management Analyst at City of Dana Point. Allison Peterson brings experience from previous roles at City of Dana Point and The Sullivan Group - Independent Investment & Retirement Planning. Allison Peterson holds a 2021 - 2025 Fuller Theological Seminary. With a robust skill set that includes Retirement Planning, Investments, Series 7, Mutual Funds, Uniform Combined State Law and more. Allison Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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