Senior Vice President Wealth Advisor @ (November 1997 - October 2019)
Financial Advisor @ First of Michigan (February 1995 - November 1997)
Eric Petersen Education
Grand Valley State University
Bachelor of Business Administration (BBA) (Marketing & Finance)
1991-1994
Hope College
(Liberal Arts and Sciences/Liberal Studies)
1990-1991
Eric Petersen Skills
Sales
Customer Service
Microsoft Excel
Investments
Strategic Planning
Financial Analysis
Mutual Funds
Change Management
Retirement Planning
Team Building
Estate Planning
Asset Allocation
Wealth Management
Eric Petersen Summary
Eric Petersen, based in Kalamazoo, MI, US, is currently a Vice President, Investments at Raymond James. Eric Petersen brings experience from previous roles at Hilliard Lyons - A Baird Company and First of Michigan. Eric Petersen holds a 1991 - 1994 Bachelor of Business Administration (BBA) in Marketing & Finance @ Grand Valley State University. With a robust skill set that includes Sales, Customer Service, Microsoft Excel, Investments, Strategic Planning and more. Eric Petersen has 1 emails and 2 mobile phone numbers on RocketReach.
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