Jeff Petersen's Location
Marietta, GA, US
Jeff Petersen's Work
- VP-Investment Only Defined Contribution @ PGIM Investments
- VP-Senior Retirement Plan Strategist @ Franklin Templeton
- VP-Regional Retirement Director @ Morgan Stanley
Jeff Petersen's Education
- Washington & Jefferson College
Bachelor of Business Administration (B.B.A.)
- Summit High School
Jeff Petersen's Skills
- Financial Planning
- Investments
- Wealth Management
- Retirement Planning
- Securities
- Financial Advisory
- Team Building
- 401k
- Series 7
- Retirement
Jeff Petersen's Summary
Jeff Petersen, based in Marietta, GA, US, is currently a VP-Investment Only Defined Contribution at PGIM Investments, bringing experience from previous roles at Franklin Templeton and Morgan Stanley. Jeff Petersen holds a Bachelor of Business Administration (B.B.A.) @ Washington & Jefferson College. With a robust skill set that includes Financial Planning, Investments, Wealth Management, Retirement Planning, Securities and more, Jeff Petersen contributes valuable insights to the industry. Jeff Petersen has 2 emails on RocketReach.
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