Cami Peterson Email & Phone Number
Vice President, Retirement Plan Advisor @ Sequoia Financial Group
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Cami Peterson Location
- Saint Paul, MN, US
Cami Peterson Work
- Vice President, Retirement Plan Advisor @ (April 2025 - Present)
- Director of Retirement Plan Services @ Carlson Retirement Plan Services (August 2018 - April 2025)
- Retirement Plan Consultant @ (January 2010 - July 2018)
- Financial Advisor @ (March 2006 - January 2010)
- Controller @ Shade Tree Construction, Inc. (November 2002 - March 2006)
- Senior Accountant @ (September 1997 - November 2002)
Cami Peterson Education
- University of Minnesota Duluth
Bachelor of Accounting (Accounting)
Cami Peterson Skills
- Accounting
- Financial Statements
- Finance
- Auditing
- Tax
- General Ledger
- Payroll
- Accounts Receivable
- Accounts Payable
- Corporate Tax
- Retirement Planning
- Retirement Benefits
- Fiduciary
- Financial Planning
- Retirement Income Strategies
- ERISA
- Investment Management
- Employee Engagement
Cami Peterson Summary
- Cami Peterson, based in Saint Paul, MN, US, is currently a Vice President, Retirement Plan Advisor at Sequoia Financial Group. Cami Peterson brings experience from previous roles at Carlson Retirement Plan Services, BerganKDV, Principal Financial Group and Shade Tree Construction, Inc.. Cami Peterson holds a Bachelor of Accounting in Accounting @ University of Minnesota Duluth. With a robust skill set that includes Accounting, Financial Statements, Finance, Auditing, Tax and more. Cami Peterson has 2 emails and 1 mobile phone numbers on RocketReach.
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