Personal Financial Planning - Certificate Program (Financial Planning and Services)
2019 - 2019
San Jose State University
Bachelor of Science - BS (Economics)
2014 - 2017
Cabrillo College
(Economics)
2009 - 2013
Santa Cruz High School
High School Diploma
2005 - 2009
Jeff Petersen's Skills
Microsoft Dynamics NAV
Stata
Microsoft Excel
Microsoft Word
Microsoft Office
Financial Management Systems
Goldmine CRM
Portfoliocenter
Irebal
Jeff Petersen's Summary
Jeff Petersen, based in Los Angeles, CA, US, is currently a Financial Advisor at WESCAP Group, bringing experience from previous roles at WESCAP Group, City of San José and Threshold Enterprises. Jeff Petersen holds a 2019 - 2019 Personal Financial Planning - Certificate Program in Financial Planning and Services @ UCLA Extension. With a robust skill set that includes Microsoft Dynamics NAV, Stata, Microsoft Excel, Microsoft Word, Microsoft Office and more, Jeff Petersen contributes valuable insights to the industry. Jeff Petersen has 1 email on RocketReach.