Brooke Petersen Email & Phone Number
Investment Consultant @ Conrad Siegel
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Brooke Petersen Location
- Lancaster, PA, US
Brooke Petersen Work
- 2016 -now Investment Consultant @
- 2015 -2016 Vice President, Merrill Lynch Banking Advisor @
- 2010 -2015 Financial Advisor @
- 2001 -2009 Vice President @
- 1998 -2001 Analyst @ Chase&MDSass Partners
- 1995 -1998 Analyst @ Unibank A/S
Brooke Petersen Education
- The American College of Financial Services
CFP® and ChFC® Certification (Financial Planning and Services)
2016-2020 - Leadership Lancaster
Core Class 2018
2017-2018 - Villanova University
Bachelor of Science (Economics)
1990-1994
Brooke Petersen Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Electronic Trading
- Cash Management
- Banking
- Financial Planners
- Accounting
- Fixed Annuities
- Mergers
- Structured Products
- Retirement Planning
- Valuation
- Structured Finance
- Wealth Management Services
- IRAs
- Financial Modeling
- Mortgage Lending
- Credit Risk
- Finance
- Treasury Management
- Asset Allocation
- Financial Services
- Commercial Banking
- Wealth Management
- Mutual Funds
- AML
- Uniform Combined State Law
- High Net Worth Individuals
- Investment Strategies
- Bloomberg Terminal
- FX Options
- Defined Benefit
- Financial Analysis
- Wealth
- Operational Risk Management
- Series 24
- Private Equity
- Management
- Investment Banking
- ETFs
- Analytics
- Funding
- Retirement
- Series 65
- Loans
- Financial Markets
- Investment Management
- Financial Structuring
- Credit Derivatives
Brooke Petersen Summary
- Brooke Petersen, based in Lancaster, PA, US, is currently a Investment Consultant at Conrad Siegel. Brooke Petersen brings experience from previous roles at Bank of America Merrill Lynch, Merrill Lynch, JPMorgan Asset Management and Chase&MDSass Partners. Brooke Petersen holds a 2016 - 2020 CFP® and ChFC® Certification in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Electronic Trading, Cash Management and more. Brooke Petersen has 2 emails on RocketReach.
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