Peter Congdon Email & Phone Number
Financial Advisor
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Peter Congdon Location
- Onalaska, WI, US
Peter Congdon Work
- Financial Advisor @ Edward Jones (September 2017 - Present)
- Past President @ Rotary Club of La Crescent (January 2011 - January 2015)
- Vice President @ Minneapolis Financial Group (January 2008 - January 2011)
- Reserve District Manager @ Farmers Insurance (September 2007 - September 2008)
- Financial Advisor @ Ameriprise Financial Advisors (January 2005 - January 2007)
- Regional Sales Manager @ Sagebrush Corporation (Winnebago Software) (January 1993 - January 2001)
- Sales @ Metro Sales (January 1990 - January 1992)
Peter Congdon Education
- Viterbo University
MBA, Business Administration (Business Administration)
2004-2007 - Viterbo University
Business Admin (Business)
2002-2004 - University of Wisconsin-La Crosse
Business Administration
1986-1990 - Normandale Community College 1985-1986
- Bloomington Jefferson 1982-1985
Peter Congdon Skills
- Estate Planning
- Team Building
- Consultative Selling
- PowerPoint
- Customer Relations
- Public Speaking
- Fixed Annuities
- Insurance
- Retirement Planning
- Account Management
- Financial Planning
- Reynolds
- Market Planning
- Portfolio Management
- Annuities
- Forecasting
- Investments
- Negotiation
- Mentoring
- Excel
- Process Improvement
- Team Leadership
- Strategic Planning
- Fundraising
- Sales Management
- Wealth Management
- Compliance
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Budgeting
- Microsoft Excel
- Risk Management
- Asset Management
- Leadership Development
- New Business Development
- Customer Service
- Long Term Care
- Financial Analysis
- Disability Insurance
- Small Business
- Management
- Product Development
- Coaching
- Strategic Financial
- Project Management
- Problem Solving
- Marketing Strategy
- Word
- Retirement
- CRM
- Series 7
- Securities
- Aams
- Writing
- Market
- Corrective Actions
- Units
- Sales
- Community
- Fiscal Policy
- Finance
- Uniform Combined State Law
- Admin
- Temporary Placement
- Travel
- Databases
- Insurance Planning
- Statistics
- Appropriations
- Wellness
- Coordinated
- Soccer
- Human Resources
- Agenda
- High Standards
- Formulate
- Seminars
- Inside Sales
- School Boards
- Manuals
- Business Services
- Education
- Performance Appraisal
- Market Penetration
- Reports
- Purchased
- Estate Considerations
- Reaching
- Strategies
- Cash Flow Forecasting
- Sales Promotion
- Training
- Policy
- Enterprise Software
- End Users
- Association Meetings
- Customer Acquisition
- Securities License
- R&D
- Campaigns
- Promoting
- Calling
- Sports
- Multiple Locations
- Retail
- K 12
- Wealth Strategies
- Communication
- Schedules
- Business Analysis
- Advertising
- Customer Needs
- Goal Setting
- Project Planning
- Presentations
- Pricing
- Software Installation
- Trade Shows
- Consolidate
- Software
- Technical Writing
- Subordinates
- Canada
- Edina
- Asset
- Interest Rates
- Libraries
- Lacrosse
- Discount
- Commerce
- Budgets
- Educational Technology
- Personalization
- Trading
- Meetings
- Customer Base
- Selling
- Dealers
Peter Congdon Summary
- Peter Congdon, based in Onalaska, WI, US, is currently a Financial Advisor at Edward Jones. Peter Congdon brings experience from previous roles at Rotary Club of La Crescent, Minneapolis Financial Group, Farmers Insurance and Ameriprise Financial Advisors. Peter Congdon holds a 2004 - 2007 MBA, Business Administration in Business Administration @ Viterbo University. With a robust skill set that includes Estate Planning, Team Building, Consultative Selling, PowerPoint, Customer Relations and more. Peter Congdon has 2 mobile phone numbers on RocketReach.
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