Eric Petersen Email & Phone Number
Vice President, Investments @ Raymond James
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Eric Petersen Location
- Kalamazoo, MI, US
Eric Petersen Work
- 2019 - now Vice President, Investments @
- 1997 - 2019 Senior Vice President Wealth Advisor @
- 1995 - 1997 Financial Advisor @ First of Michigan
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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Top Raymond James Employees
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