Randy Petersen Email & Phone Number
Senior Vice President - Wealth Management, Senior Portfolio Manager @ UBS Group AG
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Randy Petersen Location
- Saint Paul, MN, US
Randy Petersen Work
- 2006 -now Senior Vice President - Wealth Management, Senior Portfolio Manager @
- 1989 -2006 Vice President - Investments, Senior Portfolio Manager @
- 1986 -1989 Account Executive, Stockbroker @
Randy Petersen Education
- St. Olaf College
BA (Religion, Political Science)
1980-1984
Randy Petersen Skills
- Wealth Management
- Retirement Planning
- Series 7
- Retirement
- Strategic Planning
- Asset Allocation
- Insurance Planning
- Mutual Funds
- Strategy
- Financial Analysis
- Microsoft Excel
- Sales
- Investments
Randy Petersen Summary
- Randy Petersen, based in Saint Paul, MN, US, is currently a Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS. Randy Petersen brings experience from previous roles at Piper Jaffray and Dean Witter Reynolds Inc.. Randy Petersen holds a 1980 - 1984 BA in Religion, Political Science @ St. Olaf College. With a robust skill set that includes Wealth Management, Retirement Planning, Series 7, Retirement, Strategic Planning and more. Randy Petersen has 3 emails and 3 mobile phone numbers on RocketReach.
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