Randy Petersen Email & Phone Number
Senior Vice President - Wealth Management, Senior Portfolio Manager @ New York Fitness
Randy Petersen's Location
Saint Paul, MN, US
Randy Petersen's Work
- Senior Vice President - Wealth Management, Senior Portfolio Manager @ New York Fitness
- Vice President - Investments, Senior Portfolio Manager @ Piper Jaffray
- Account Executive, Stockbroker @ Morgan Stanley
Randy Petersen's Education
- St. Olaf College
BA (Religion, Political Science)
1980 - 1984
Randy Petersen's Skills
- Wealth Management
- Retirement Planning
- Series 7
- Retirement
- Strategic Planning
- Asset Allocation
- Mutual Funds
- Strategy
- Financial Analysis
- Microsoft Excel
Randy Petersen's Summary
Randy Petersen, based in Saint Paul, MN, US, is currently a Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS, bringing 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 contributes valuable insights to the industry. Randy Petersen has 1 email and 1 mobile phone number on RocketReach.
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