Brian Peterson Email & Phone Number
Wealth Advisor @ Capstone Financial Advisors Inc.
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Brian Peterson Location
- Chicago, IL, US
Brian Peterson Work
- Wealth Advisor @ (July 2019 - Present)
- Senior Financial Planner @ (January 2014 - June 2019)
- Financial Planner @ (June 2009 - December 2013)
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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Top Capstone Financial Advisors Inc. Employees
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Jason Telford
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Claribel Herrera
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Michal Gicala
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Amber Salzman
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Beth Xu
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Daniel Anderson
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Alvaro Munoz
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Elizabeth Lardizabal
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George Kako
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John Koenig
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