John Petrie Email & Phone Number
Director - Wealth Management, Partner @ Aspiriant
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John Petrie Location
- Milwaukee, WI, US
John Petrie Work
- Director - Wealth Management, Partner @ (October 2010 - Present)
- Director, Investment Advisory @ (May 2002 - September 2010)
- Senior Manager, Investment Advisory @ Arthur Andersen (July 1992 - April 2002)
John Petrie Education
- University of Wisconsin–Oshkosh
Bachelor of Business Administration (BBA) (Accounting)
John Petrie Skills
- Investment Strategies
- Portfolio Management
- Strategic Financial Planning
- Retirement Planning
- Wealth Management Services
- Management
- Tax
- Corporate Tax
John Petrie Summary
- John Petrie, based in Milwaukee, WI, US, is currently a Director - Wealth Management, Partner at Aspiriant. John Petrie brings experience from previous roles at Deloitte and Arthur Andersen. John Petrie holds a Bachelor of Business Administration (BBA) in Accounting @ University of Wisconsin–Oshkosh. With a robust skill set that includes Investment Strategies, Portfolio Management, Strategic Financial Planning, Retirement Planning, Wealth Management Services and more. John Petrie has 1 emails and 2 mobile phone numbers on RocketReach.
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