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
- Chief Operating Officer and Chief Strategy Officer @ (January 2025 - Present)
- Head of Transformation Solutions and Member Experience @ (January 2017 - January 2024)
- Vice President, Digitalization @ (July 2020 - Present)
- Vice President of Strategy and Consumer Experience @ (November 2018 - July 2020)
- Executive Director Strategic Programs @ (January 2017 - November 2018)
- Chief Operating Officer and Chief Compliance Officer - Asset Management Subsidiary of Aetna @ (January 2004 - January 2017)
- Chief Operating Officer @ Tower Capital (January 1999 - January 2004)
- Manager of Market Data and Research Services, Soft Dollar Coordinator @ (January 1996 - January 1999)
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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Others Named Celia Peterson
Celia Peterson
Chief Operating Officer and Chief Strategy Officer
Hartford, CT, US
Celia Peterson
Manager
Fremont, CA, US
Top GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Employees
Celia Peterson
Chief Operating Officer and Chief Strategy Officer
Hartford, CT, US
Daniel Heffernan
Wealth Advisor
Glastonbury, CT, US
Joshua Gottfried
Partner
Glastonbury, CT, US
David Mitchell
Director of Portfolio Management
Glastonbury, CT, US
Sedina Dedovic
Director
Glastonbury, CT, US
Magda Szarejko
Wealth Advisor
Hartford, CT, US
Jim Newman
Wealth Manager
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
Nicholas Hogrefe
Director of Portfolio Management
Glastonbury, CT, US
Matthew Somberg
Owner
Glastonbury, CT, US
Madison Kolb
Associate Analyst
Hartford, CT, US
Michael Hannon
Wealth Advisor
Glastonbury, CT, US
Monica Page
Chief of Staff
Glastonbury, CT, US
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