Rick Peterson Email & Phone Number
Financial Advisor @ The Goff Financial Group
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Rick Peterson Location
- Houston, TX, US
Rick Peterson Work
- 2017 -now Financial Advisor @
- 2012 -2017 President @ RL Land Services, Inc.
- 2013 -2014 In-house Contract Petroleum Landman @
- 2010 -2013 Independent Petroleum Landman @
- 2008 -2010 Financial Advisor @ Chase Investment Services Corporation
- 2006 -2008 Financial Advisor @
- 2004 -2006 Regional Manager @ Northern Trust Investments
- 1999 -2004 Regional Director @
- 1994 -1999 Assistant Sales Manager and Vice President, Institutional Equity Sales @
- 1992 -1993 Associate Vice President, Institutional Equity Sales @ Brean Murray, Foster Securities, Inc.
- 1989 -1992 Associate Vice President, Portfolio Manager @
Rick Peterson Education
- Texas Tech University - Rawls College of Business
Master of Business Administration (M.B.A.)
1985-1987 - Texas Tech University School of Law 1983-1985
- University of Illinois at Urbana-Champaign
Bachelor of Arts
1978-1983
Rick Peterson Skills
- Alternative Investments
- Estate Planning
- Capital Markets Analysis
- Financial Advisory
- Leadership
- Fixed Income
- Energy Industry
- Petroleum Landman
- Portfolio Management
- Financial Modeling
- Business Development
- Finance
- Investor Relations
- Energy
- Asset Allocation
- Strategic Planning
- Equities
- Wealth Management
- Mutual Funds
- Fiduciary Management
- Sales Management
- Equity Research
- Microsoft Office
- Investment Strategies
- Entrepreneurship
- Petroleum
- Marketing
- Exploration And Production Companies
- Asset Management
- Landman
- Financial Analysis
- Business Strategy
- Management
- Project Management
- IPO
- Retirement
- Mergers and Acquisitions
- Series 7
- Securities
- Investment Management
- Oil and Gas
Rick Peterson Summary
- Rick Peterson, based in Houston, TX, US, is currently a Financial Advisor at The Goff Financial Group. Rick Peterson brings experience from previous roles at RL Land Services, Inc., Endeavor Energy Resources, LP, Shaw Interests, Inc. and Chase Investment Services Corporation. Rick Peterson holds a 1985 - 1987 Master of Business Administration (M.B.A.) @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Capital Markets Analysis, Financial Advisory, Leadership and more. Rick Peterson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top The Goff Financial Group Employees
Matthew Goff
Founder and Chief Investment Officer
Houston, TX, US
Robert Gwydir
Associate Wealth Advisor
Houston, TX, US
Rick Peterson
Financial Advisor
Houston, TX, US
Robert Seal
Contract Writer-Editor
Los Angeles, CA, US
Nancy Lopez-Cardenas
Administrative Assistant
Houston, TX, US
Faik Sadek
Client Relationship Manager
Houston, TX, US
Adonai Kidane
Software Engineer Intern
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Emily Xu
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