Bryce Petro Email & Phone Number
Financial Planning Analyst @ Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Bryce Petro Location
- Dallas, TX, US
Bryce Petro Work
- Financial Planning Analyst @ (September 2025 - Present)
- Client Service Specialist @ (January 2024 - September 2025)
- Summer Intern @ (May 2022 - August 2022)
- Summer Intern @ (June 2021 - August 2021)
- Summer Intern @ (May 2020 - August 2020)
Bryce Petro Education
- College of Health and Human Sciences at Texas Tech University
Bachelor's degree (Personal Financial Planning)
2019-2023 - Smithson Valley High School 2015-2019
Bryce Petro Skills
- Attention to Detail
- Teamwork
- Problem Solving
- Sales and Marketing
- Financial Services
- Business Planning
- Analytical Skills
- Relationship Development
- Multitasking
- Team Leadership
- Critical Thinking
- Interpersonal Skills
- Communication
- High Pressure Situations
- Creative Problem Solving
- Customer Service
- Interpersonal Communication
- Skilled Multi-tasker
- Success Driven
- Fluent in Emoney Software
- Skilled In BlackDiamond Software
Bryce Petro Summary
- Bryce Petro, based in Dallas, TX, US, is currently a Financial Planning Analyst at Luminate, A private wealth advisory practice of Ameriprise Financial Services, L. Bryce Petro brings experience from previous roles at Luminate, A private wealth advisory practice of Ameriprise Financial Services, L, Argent Financial Group, Inc., Oxbow Advisors and Padilla Wealth Management. Bryce Petro holds a 2019 - 2023 Bachelor's degree in Personal Financial Planning @ College of Health and Human Sciences at Texas Tech University. With a robust skill set that includes Attention to Detail, Teamwork, Problem Solving, Sales and Marketing, Financial Services and more. Bryce Petro has 2 emails on RocketReach.
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