Rees Petersen Location
Salt Lake City, UT, US
Rees Petersen Work
- 2021 - now Senior Vice President, Investments @ Raymond James
- 2018 - 2021 SVP - Senior Investment Strategist @ Wells Fargo Private Bank
- 2008 - 2018 Senior Vice President, Regional Investment Manager @ Wells Fargo Private Bank
- 1999 - 2008 Vice President, Senior Investment Manager @ Wells Fargo Private Bank
- 1996 - 1999 Assistant Vice President, Portfolio Manager @ Wells Fargo Private Bank
- 1993 - 1996 Director @ Fidelity Investments
Rees Petersen Education
- University of Utah - David Eccles School of Business
MBA
2000 - 2002 - University of Utah
BA
1982 - 1986
Rees Petersen Skills
- Wealth Management
- Asset Allocation
- Asset Management
- Client Communications
- Investments
- Portfolio Management
- Equities
- Strategic Planning
- Coaching Investment Professionals
- Asset Managment
Rees Petersen Summary
Rees Petersen, based in Salt Lake City, UT, US, is currently a Senior Vice President, Investments at Raymond James. Rees Petersen brings experience from previous roles at Wells Fargo Private Bank. Rees Petersen holds a 2000 - 2002 MBA @ University of Utah - David Eccles School of Business. With a robust skill set that includes Wealth Management, Asset Allocation, Asset Management, Client Communications, Investments and more. Rees Petersen has 2 emails and 2 mobile phone numbers on RocketReach.
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Others Named Rees Petersen
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Rees Petersen
Senior Vice President, Investments at Raymond James
Salt Lake City, UT, US25
Top Raymond James Employees
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President, Private Client Group, Raymond James Financial at Raymond James
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