Bret Petersen Email & Phone Number
Managing Director and Partner @ Rothschild Investment Corporation
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Bret Petersen Location
- United States
Bret Petersen Work
- 2026 -now Managing Director and Partner @
- 2019 -2026 First Vice President - Investments @
- 2011 -2019 Financial Advisor @
- 2002 -2011 Financial Advisor @
Bret Petersen Education
- Lewis University
Finance & Accounting (Financial Planning and Services)
1998-2002
Bret Petersen Skills
- Leadership
- Equities
- Financial Advisory
- Portfolio Management
- Wealth Management
- Investments
- Asset Management
- Public Speaking
- Accounting
- Finance
- Customer Service
- Investment Advisory
- Strategic Planning
- Financial Services
- Retirement Planning
- Securities
- Financial Planning
- Mutual Funds
- Budgets
Bret Petersen Summary
- Bret Petersen, based in United States, is currently a Managing Director and Partner at Rothschild Wealth Partners. Bret Petersen brings experience from previous roles at Wells Fargo Advisors, UBS Wealth Management and Morgan Stanley. Bret Petersen holds a 1998 - 2002 Finance & Accounting in Financial Planning and Services @ Lewis University. With a robust skill set that includes Leadership, Equities, Financial Advisory, Portfolio Management, Wealth Management and more. Bret Petersen has 1 emails and 1 mobile phone numbers on RocketReach.
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