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
- 2025 -now Vice President, Retirement Plan Advisor @
- 2018 -2025 Director of Retirement Plan Services @
- 2009 -2018 Retirement Plan Consultant @
- 2006 -2009 Financial Advisor @
- 2002 -2006 Controller @
- 1997 -2002 Senior Accountant @
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 on RocketReach.
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