Jeffrey Petersen Email & Phone Number
Financial Advisor @ WESCAP Group
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Jeffrey Petersen Location
- Los Angeles, CA, US
Jeffrey Petersen Work
- 2021 -now Financial Advisor @
- 2017 -2021 Client Service Associate @
- 2017 -2017 Sr. Account Clerk- Treasury Division @
- 2016 -2017 Finance Department: Student Intern Accounts Payable @
- 2012 -2012 Production Control Planner @
Jeffrey Petersen 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
Jeffrey Petersen Skills
- Certified Financial Planner
- Portfolio Management
- Retirement Planning
- Financial Analysis
- Microsoft Office
- PortfolioCenter
- iRebal
- GoldMine CRM
Jeffrey Petersen Summary
- Jeffrey Petersen, based in Los Angeles, CA, US, is currently a Financial Advisor at WESCAP Group. Jeffrey Petersen brings experience from previous roles at WESCAP Group, City of San José and Threshold Enterprises. Jeffrey Petersen holds a 2019 - 2019 Personal Financial Planning - Certificate Program in Financial Planning and Services @ UCLA Extension. With a robust skill set that includes Certified Financial Planner, Portfolio Management, Retirement Planning, Financial Analysis, Microsoft Office and more. Jeffrey Petersen has 3 emails and 2 mobile phone numbers on RocketReach.
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