Peter Broekelschen Email & Phone Number
Senior Portfolio Manager @ Index Fund Advisors, Inc.
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Peter Broekelschen Location
- Irvine, CA, US
Peter Broekelschen Work
- Senior Portfolio Manager @ (March 2023 - Present)
- Portfolio Manager @ (February 2018 - Present)
- Portfolio Associate @ (February 2014 - February 2018)
- Financial Intern @ (February 2013 - February 2014)
Peter Broekelschen Education
- Chapman University
Bachelor of Science (B.S.) (Business Administration, Emphasis Finance)
2012-2014
Peter Broekelschen Skills
- Customer Service
- Financial Analysis
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- PowerPoint
- Wealth Management
Peter Broekelschen Summary
- Peter Broekelschen, based in Irvine, CA, US, is currently a Senior Portfolio Manager at Index Fund Advisors, Inc.. Peter Broekelschen brings experience from previous roles at Index Fund Advisors, Inc.. Peter Broekelschen holds a 2012 - 2014 Bachelor of Science (B.S.) in Business Administration, Emphasis Finance @ Chapman University. With a robust skill set that includes Customer Service, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office and more. Peter Broekelschen has 1 emails and 1 mobile phone numbers on RocketReach.
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