Jeff Petersen's Location

Los Angeles, CA, US

Jeff Petersen's Work

Jeff Petersen's Education

  • UCLA Extension

    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.

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