Cole Petersen Email & Phone Number
Financial Advisor @ Wedbush Securities
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Cole Petersen Location
- Denver, CO, US
Cole Petersen Work
- 2023 -now Financial Advisor @
- 2018 -2023 Financial Advisor @
- 2015 -2017 Business Analyst @
- 2014 -2015 Database Manager @
- 2013 -2013 Asset Management Co-Op @
Cole Petersen Education
- University of Northern Iowa 2010-2013
Cole Petersen Skills
- Financial Analysis
- 401K Options
- Strategic Planning
- Financial Assessment
- Asset Allocation
- Asset Protection Strategies
- Life Insurance
- Portfolio Review
- Risk Assessment
- Real Estate
- Estate and Legacy Strategies
- Asset Stratgies
- Microsoft Office
- PowerPoint
- Microsoft Excel
- Asset Management
- Business Analysis
- Finance
- CMS
- Customer Service
- Oracle
- Leases
- First Time Home Buyers
- SQL
- Management
- Baseball
- Iowa
- Recruiting
- Community
- Gateway
Cole Petersen Summary
- Cole Petersen, based in Denver, CO, US, is currently a Financial Advisor at Wedbush Securities. Cole Petersen brings experience from previous roles at Edward Jones US, DaVita Kidney Care, Black & Veatch and Principal Financial Group. Cole Petersen holds a 2010 - 2013 University of Northern Iowa. With a robust skill set that includes Financial Analysis, 401K Options, Strategic Planning, Financial Assessment, Asset Allocation and more. Cole Petersen has 2 emails and 2 mobile phone numbers on RocketReach.
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