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 @ Wells Fargo Advisors
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2017 - 2017 Registered Client Associate @ Wells Fargo Advisors
2015 - 2017 Regional Bank Private Banker, Brokerage Associate @ Wells Fargo
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2012 - 2015 Financial Advisor, VP - Investments @ JPMorgan Securities, LLC
2009 - 2012 Licensed Personal Banker @ JPMorgan Chase & Co.
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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

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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 and 1 mobile phone numbers on RocketReach.

Patrick Peterson Emails

Found 2 emails

Patrick Peterson Phone Numbers

Found 4 phone numbers

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Patrick Peterson

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California, United States
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Cincinnati, OH, US
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Patrick Peterson

Financial Advisor, Associate Vice President - Investments at Wells Fargo Advisors

East Lansing, MI, US
2
- gmail.com
- wellsfargoadvisors.com
4
- +1 901-528-XXXX
- +1 517-376-XXXX
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Patrick Peterson

Vice President - Business Banking Relationship Manager at PNC

Philadelphia, PA, US
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- gmail.com
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Patrick Peterson

Software Engineer at Roblox

San Francisco, CA, US
3
- roblox.com
- cn.roblox.com
- aid.roblox.com
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- +1 888-858-XXXX
- +1 248-978-XXXX
- +1 857-707-XXXX

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New York, NY, US
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Gina Phillips

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Jeremy Vance

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Paul Toomey

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