Olivia Peters's Location
Milwaukee, WI, US
Olivia Peters's Work
- Wealth Advisor @ Mercer Advisors
- Director of Family Office Services @ RMR Wealth Advisors, LLC
- Vice President - Private Wealth Advisor - U.S. Bank Private Wealth Management @ U.S. Bank
- Assistant Vice President - Private Banker - U.S. Bank Private Wealth Management @ U.S. Bank
- Trust Investment Advisor - U.S. Bank Wealth Management @ U.S. Bank
- Board Member - WI Chapter @ Gift of Adoption Fund
- Private Client Investment Associate @ J.P. Morgan
- Registered Client Relationship Associate @ Baird
- Universal Banker @ U.S. Bank
Olivia Peters's Education
- Wheaton College
Bachelor of Science (BS) (Business/Economics)
Olivia Peters's Skills
- Microsoft Office
- Teamwork
- Microsoft Word
- PowerPoint
- Banking
- Microsoft Excel
- Strategic Financial
- Retail Banking
- Public Speaking
- Time Management
Olivia Peters's Summary
Olivia Peters, based in Milwaukee, WI, US, is currently a Wealth Advisor at Mercer Advisors, bringing experience from previous roles at RMR Wealth Advisors, LLC and U.S. Bank. Olivia Peters holds a Bachelor of Science (BS) in Business/Economics @ Wheaton College. With a robust skill set that includes Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Banking and more, Olivia Peters contributes valuable insights to the industry. Olivia Peters has 2 emails on RocketReach.
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