Patrick Peterson Email & Phone Number
Financial Advisor, Associate Vice President - Investments @ Wells Fargo Advisors
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Patrick Peterson Location
- East Lansing, MI, US
Patrick Peterson Work
- 2017 -now Financial Advisor, Associate Vice President - Investments @
- 2017 -2017 Registered Client Associate @
- 2015 -2017 Regional Bank Private Banker, Brokerage Associate @
- 2012 -2015 Financial Advisor, VP - Investments @ JPMorgan Securities, LLC
- 2009 -2012 Licensed Personal Banker @
Patrick Peterson Education
- The University of Georgia
Master of Science in Financial Planning (Estate Planning, Financial Planning, Wealth Management, Retirement Planning, Practice Management)
2020-2021 - Michigan State University
Double Major - IDS Human Resources & Psychology (Area of Focus: Business Administration)
2004-2008
Patrick Peterson Skills
- Leadership
- Series 63
- Financial Advisory
- Team Building
- Banking
- Credit Cards
- Sales
- Merchant Services
- Loan Origination
- Portfolio Management
- Mortgage Banking
- Sales Operations
- Investments
- Business Development
- Relationship Management
- Mortgage Lending
- Credit Risk
- Refinance
- Finance
- Series 6
- Series 66
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Underwriting
- Uniform Combined State Law
- Risk Management
- Credit
- Training
- Consumer Lending
- Customer Service
- Financial Analysis
- Series 7
- Management
- Series
- Credit Analysis
- Retail Banking
- Small Business Lending
- Loans
- Commercial Lending
- Active Top Secret
- Program Management
- Policy Analysis
- Analysis
- Public Policy
- International Relations
- Politics
- Government
- Policy
- Adobe Creative Suite
- International Development
- Program Evaluation
- Foreign Policy
- Governance
- Nonprofits
- Research
- Project Management
- Unity3d
- Grants
- HTML
- XML
- MySQL
- PHP
- Flash
- ASP
- Illustrator
- SPSS
- Stata
- Databases
- Data Analysis
- Editing
- C#
- Captivate
- Articulate Suite
- Agile Project Management
- Mobile Learning
- Staff Development
- Leadership Development
Patrick Peterson Summary
- Patrick Peterson, based in East Lansing, MI, US, is currently a Financial Advisor, Associate Vice President - Investments at Wells Fargo Advisors. Patrick Peterson brings experience from previous roles at Wells Fargo Advisors, Wells Fargo, JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A.. Patrick Peterson holds a 2020 - 2021 Master of Science in Financial Planning in Estate Planning, Financial Planning, Wealth Management, Retirement Planning, Practice Management @ The University of Georgia. With a robust skill set that includes Leadership, Series 63, Financial Advisory, Team Building, Banking and more. Patrick Peterson has 2 emails on RocketReach.
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