Celia Peterson Email & Phone Number
Chief Operating Officer and Chief Strategy Officer @ GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC
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Celia Peterson Location
- Hartford, CT, US
Celia Peterson Work
- 2025 -now Chief Operating Officer and Chief Strategy Officer @
- 2017 -2024 Head of Transformation Solutions and Member Experience @
- 2020 -now Vice President, Digitalization @
- 2018 -2020 Vice President of Strategy and Consumer Experience @
- 2017 -2018 Executive Director Strategic Programs @
- 2004 -2017 Chief Operating Officer and Chief Compliance Officer - Asset Management Subsidiary of Aetna @
- 1999 -2004 Chief Operating Officer @ Tower Capital
- 1996 -1999 Manager of Market Data and Research Services, Soft Dollar Coordinator @
Celia Peterson Education
- PU
Celia Peterson Skills
- Due Diligence
- Asset Managment
- Operational Planning
- Series 63
- Marketing
- Operational Excellence
- Risk Management
- Alternative Investments
- Marketing Communications
- Hedge Funds
- Financial Risk
- Investment Management
- Regulatory Compliance
- Investments
- Cross-functional Team Leadership
- Wealth Management
- Strategy
- Management
- Financial Services
- Mutual Funds
- Typo3
- Adwords
- Web Development
- Web Design
- Web Support
- Web Maintenance
- Web Hosting
- Sales
- Project Management
- SEO
- Leadership
- Insurance
- Portfolio Management
- Process Improvement
- Investor Relations
- Equities
- Strategic Financial Planning
- Operations Management
- Asset Management
- Cross Functional Team Leadership
- Private Equity
- Business Strategy
- Commodity
- Marketing Strategy
- Retirement
Celia Peterson Summary
- Celia Peterson, based in Hartford, CT, US, is currently a Chief Operating Officer and Chief Strategy Officer at Gottfried & Somberg Wealth Management. Celia Peterson brings experience from previous roles at Aetna, a CVS Health Company and Aetna. Celia Peterson holds a PU. With a robust skill set that includes Due Diligence, Asset Managment, Operational Planning, Series 63, Marketing and more. Celia Peterson has 3 emails and 1 mobile phone numbers on RocketReach.
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Top GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Employees
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Chief Operating Officer and Chief Strategy Officer
Hartford, CT, US
Daniel Heffernan
Wealth Advisor
Glastonbury, CT, US
Jim Demartino
Wealth Advisor
Glastonbury, CT, US
David Mitchell
Director of Portfolio Management
Glastonbury, CT, US
Magda Szarejko
Wealth Advisor
Hartford, CT, US
Rob Danner
Private Wealth Relationship Manager
Cheshire, CT, US
Joseph Gioielli
Manager of Private Client Tax Practice
Tolland, CT, US
Kathleen Erickson
Wealth Advisor
Glastonbury, CT, US
Matthew Somberg
Owner
Glastonbury, CT, US
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