Brian Peterson Email & Phone Number
Wealth Advisor @ Capstone Financial Advisors Inc.
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Brian Peterson Location
- Chicago, IL, US
Brian Peterson Work
- 2019 -now Wealth Advisor @
- 2014 -2019 Senior Financial Planner @
- 2009 -2013 Financial Planner @
Brian Peterson Education
- Valparaiso University
Bachelor’s Degree (Finance, General)
2005-2009 - Wheaton Academy
Brian Peterson Skills
- Financial Planning
- Financial Analysis
- Microsoft Office
- Wealth Management
- Microsoft Excel
- Financial Modeling
- Customer Service
- Financial Markets
- Investments
- Personal Finance
- Personal Financial Planning
- Mutual Funds
- Budgets
- Finance
- Investment Advisory
- Outlook
- Tax Preparation
- Asset Allocation
- Portfolio Management
- Morningstar Office
- Time Management
- Certified Financial Planner
Brian Peterson Summary
- Brian Peterson, based in Chicago, IL, US, is currently a Wealth Advisor at Capstone Financial Advisors Inc.. Brian Peterson brings experience from previous roles at Capstone Financial Advisors Inc.. Brian Peterson holds a 2005 - 2009 Bachelor’s Degree in Finance, General @ Valparaiso University. With a robust skill set that includes Financial Planning, Financial Analysis, Microsoft Office, Wealth Management, Microsoft Excel and more. Brian Peterson has 2 emails and 3 mobile phone numbers on RocketReach.
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