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 1 mobile phone numbers on RocketReach.
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