Brian Peterson Email & Phone Number
Retirement Plan Consultant @ Intelligence Driven Advisers (IDA)
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Brian Peterson Location
- Carlsbad, CA, US
Brian Peterson Work
- 2023 -now Retirement Plan Consultant @
- 2022 -2023 Sr. Client Relationship Manager @
- 2011 -2021 Sr. Client Service Manager, Retirement Plan Services @
- 2008 -2011 Relationship Manager @
- 2006 -2008 Client Account Manager @
- 2004 -2006 Client Service Associate - Retirement Plan Services Division @ Bank of America
- 2001 -2004 Benefits Consultant @ The Epler Company
- 1999 -2001 Plan Analyst and Account Manager @
Brian Peterson Education
- University of Scranton
Bachelors (Economics)
1995-1999
Brian Peterson Summary
- Brian Peterson, based in Carlsbad, CA, US, is currently a Retirement Plan Consultant at Intelligence Driven Advisers (IDA). Brian Peterson brings experience from previous roles at Mutual of America Financial Group, TRI-AD and New York Life Retirement Plan Services. Brian Peterson holds a 1995 - 1999 Bachelors in Economics @ University of Scranton. Brian Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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