Paul Pettersen's Location
New York, NY, US
Paul Pettersen's Work
- Financial Advisor @ Merrill Lynch
- Associate Wealth Strategist, Director @ Merrill Lynch
- Associate Wealth Strategist, Vice President @ Merrill Lynch
- Director of Estate Planning @ My Accountant, Inc.
- @ Merrill Lynch
- Manager, Corporate Executive Financial Planning @ EY
- Personal Financial Planner @ Altfest Personal Wealth Management
Paul Pettersen's Education
- College for Financial Planning
Master of Science (M.S.) (Financial Planning and Services)
2013 - 2015 - University at Albany
BS (Accounting)
1979 - 1981
Paul Pettersen's Skills
- Wealth Management
- Financial Planning
- Financial Advisory
- Strategic Financial Planning
- Asset Allocation
- High Net Worth Individuals
- Series 7
- Estate Planning
- Retirement Planning
- Financial Services
Paul Pettersen's Summary
Paul Pettersen, based in New York, NY, US, is currently a Financial Advisor at Merrill Lynch, bringing experience from previous roles at Merrill Lynch and Aquilance. Paul Pettersen holds a 2013 - 2015 Master of Science (M.S.) in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Financial Planning, Financial Advisory, Strategic Financial Planning, Asset Allocation and more, Paul Pettersen contributes valuable insights to the industry. Paul Pettersen has 2 emails on RocketReach.
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