Derek Peterson Email & Phone Number
Partner, Wealth Management Advisor and Retirement Plans Specialist @ Flywheel Financial
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Derek Peterson Location
- Lombard, IL, US
Derek Peterson Work
- 2023 -now Partner, Wealth Management Advisor and Retirement Plans Specialist @
- 2003 -now Wealth Management Advisor and Retirement Plans Specialist @
- 1994 -2003 Vice President, Financial Advisor @
- 1991 -1994 Intern, Sales Associate @
Derek Peterson Education
- DePaul University
Financial Planning Certificate Program
2002-2003 - Drake University
Bachelor of Science degree in Business Administration (Finance)
1990-1993
Derek Peterson Skills
- Portfolio Management
- Financial Advisory
- Investments
- Finance
- Financial Analysis
- Insurance
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
Derek Peterson Summary
- Derek Peterson, based in Lombard, IL, US, is currently a Partner, Wealth Management Advisor and Retirement Plans Specialist at Flywheel Financial . Derek Peterson brings experience from previous roles at Northwestern Mutual, Baird and Merrill Lynch. Derek Peterson holds a 2002 - 2003 Financial Planning Certificate Program @ DePaul University. With a robust skill set that includes Portfolio Management, Financial Advisory, Investments, Finance, Financial Analysis and more. Derek Peterson has 3 emails and 2 mobile phone numbers on RocketReach.
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