Rick Peterson Email & Phone Number
Senior Vice President, Financial Advisor @ Northern Trust Corporation
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Rick Peterson Location
- Boca Raton, FL, US
Rick Peterson Work
- 2012 -now Senior Vice President, Financial Advisor @
- 2008 -2012 Senior Vice President, Regional Manager @
- 2004 -2008 Vice President, Regional Manager @
- 2003 -2004 Vice President, National Sales Manager @ Colonial Brokerage
- 1996 -2003 Senior Vice President, Regional Manager @ Compass Brokerage
- 1992 -1996 Vice President, Regional Sales Manager @ Essex National Securities
Rick Peterson Education
- Central Michigan University
BSBA (Business)
1982-1986
Rick Peterson Skills
- Team Building
- Business Relationship Management
- Training and Development
- Sales
- Portfolio Management
- Financial Modeling
- Investments
- Business Development
- Finance
- Asset Allocation
- Financial Services
- Sales Management
- Wealth Management
- Mutual Funds
- Microsoft Office
- Microsoft Excel
- New Business Development
- Administration
- Employee Training
- C++
- Managed Accounts
- Sales Coach
- Management
- Coaching
- Marketing Strategy
- Recruiting
- Securities
Rick Peterson Summary
- Rick Peterson, based in Boca Raton, FL, US, is currently a Senior Vice President, Financial Advisor at Northern Trust Corporation. Rick Peterson brings experience from previous roles at Northern Trust, PNC Investments, Colonial Brokerage and Compass Brokerage. Rick Peterson holds a 1982 - 1986 BSBA in Business @ Central Michigan University. With a robust skill set that includes Team Building, Business Relationship Management, Training and Development, Sales, Portfolio Management and more. Rick Peterson has 4 emails and 5 mobile phone numbers on RocketReach.
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