Peter Kendrick Email & Phone Number
Senior Financial Planner @ SoFi
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Peter Kendrick Location
- Bend, OR, US
Peter Kendrick Work
- 2025 -now Senior Financial Planner @
- 2022 -2025 Financial Consultant II @
- 2021 -2022 Trust Officer @
- 2017 -2021 Financial Advisor @
- 2016 -2017 Brokerage Services (Bilingual) @
- 2015 -2016 Store Manager @ Retail Bicycle Dealer
- 2015 -2016 Mechanics and Sales @ Retail Bicycle Dealer
Peter Kendrick Education
- University of Arkansas Grantham
Bachelor of Business Administration - BBA (Financial Planning)
- Utah State University
Associate of Science - AS (General Studies)
Peter Kendrick Skills
- Online Brokerage Support
- Online Trading Support
- Brokerage
- Cash Management
- Investment Strategies
- Trust Operations
- Tax Planning Strategies
- Customer Service
- Portfolio Management
- Personal Financial Planning
- Investment Management
- Individual Retirement Accounts (IRA)
- Financial Needs Analysis
- Benefit Check-Up
- Retirement Planning
Peter Kendrick Summary
- Peter Kendrick, based in Bend, OR, US, is currently a Senior Financial Planner at SoFi. Peter Kendrick brings experience from previous roles at Principal Financial Group, MassMutual and Wells Fargo Advisors. Peter Kendrick holds a Bachelor of Business Administration - BBA in Financial Planning @ University of Arkansas Grantham. With a robust skill set that includes Online Brokerage Support, Online Trading Support, Brokerage, Cash Management, Investment Strategies and more. Peter Kendrick has 3 emails and 3 mobile phone numbers on RocketReach.
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