Joel Petersen Location
Kirkland, WA, US
Joel Petersen Work
- 2020 - now Managing Partner and Founder @ Sound Legacy Wealth Advisors, LLC
- 2007 - 2025 Advisory Board Member @ Western Washington University College of Business and Economics Advisory Board
- 2011 - 2023 Past President, Member, Board of Trustees @ Bellevue Arts Museum
- 2020 - 2023 Member, Board of Trustees @ Cornish College of the Arts
- 2011 - 2020 Senior Vice President, Private and Institutional Client Advisor @ Bank of America Private Bank
- 2012 - 2015 Board Member @ Robert Chinn Foundation
- 2005 - 2010 Vice President, Financial Advisor @ Bernstein Private Wealth Management
- 2007 - 2009 Former President, Board of Directors @ Gilda's Club Seattle
- 2003 - 2005 Senior Account Executive @ IBM
- 2001 - 2003 Senior Account Executive @ Stellent
Joel Petersen Education
- University of Washington, Michael G. Foster School of Business
CFP Program (CFP Program)
2007 - 2008 - Western Washington University
BA, Business Administration/Finance (Business Administration/Finance)
1979 - 1984
Joel Petersen Skills
- Business Strategy
- Executive Management
- Financial Planning
- Wealth Management
- Financial Goals
- Strategic Financial Planning
- Public Relations
- Small Business
- Analysis
- Bloomberg
Joel Petersen Summary
Joel Petersen, based in Kirkland, WA, US, is currently a Managing Partner and Founder at Sound Legacy Wealth Advisors, LLC. Joel Petersen brings experience from previous roles at Western Washington University College of Business and Economics Advisory Board, Bellevue Arts Museum, Cornish College of the Arts and Bank of America Private Bank. Joel Petersen holds a 2007 - 2008 CFP Program in CFP Program @ University of Washington, Michael G. Foster School of Business. With a robust skill set that includes Business Strategy, Executive Management, Financial Planning, Wealth Management, Financial Goals and more. Joel Petersen has 1 emails and 1 mobile phone numbers on RocketReach.
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