John Petrie Email & Phone Number
Director - Wealth Management, Partner @ Aspiriant
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John Petrie Location
- Milwaukee, WI, US
John Petrie Work
- 2010 - now Director - Wealth Management, Partner @
- 2002 - 2010 Director, Investment Advisory @
- 1992 - 2002 Senior Manager, Investment Advisory @ Arthur Andersen
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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