Ryan Peterson Email & Phone Number
Financial Advisor @ Allegis Financial Partners
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Ryan Peterson Location
- Salt Lake City, UT, US
Ryan Peterson Work
- Financial Advisor @ (January 2021 - Present)
- Senior Individual Financial Consultant @ (December 2010 - November 2020)
- Individual Financial Consultant @ (December 2006 - December 2010)
- Bilingual Annuity Service Specialist @ (October 2003 - November 2006)
- Bilingual Retirement Service Specialist @ (October 2000 - October 2003)
- Bilingual Income Tax Preparer @ Tax One, LLC (January 2003 - April 2003)
- Volunteer Service @ Cache Valley Community Health Clinic (January 1995 - January 1997)
- Volunteer Service @ Church of Jesus Christ of Latter Day Saints (August 1992 - August 1994)
Ryan Peterson Education
- Brigham Young University Marriott School of Business
Executive MBA
2017-2019 - Utah State University
Finance and Spanish (Economics, Japanese, Personal Financial Planning)
1991-2000 - University of Phoenix
- Utah State University
Ryan Peterson Skills
- 401k
- 403 b
- 457 Plans
- 457b
- 529 Plans
- Analytical Skills
- Client Relations
- College Savings Plans
- Customer Service
- Defined Benefit
- Employee Benefits
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Guaranteed Lifetime Income
- Insurance
- Iras
- Leadership
- Life Insurance
- Long Term Care Insurance
- Management
- Personal Financial Planning
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Roth Ira
- Sales
- Sep Ira
- Simple Ira
- Spanish
- Team Building
- Traditional Ira
- Training
- Variable Annuities
- Wealth Management
Ryan Peterson Summary
- Ryan Peterson, based in Salt Lake City, UT, US, is currently a Financial Advisor at Allegis Financial Partners. Ryan Peterson brings experience from previous roles at TIAA and Fidelity Investments. Ryan Peterson holds a 2017 - 2019 Executive MBA @ Brigham Young University Marriott School of Business. With a robust skill set that includes 401k, 403 b, 457 Plans, 457b, 529 Plans and more. Ryan Peterson has 2 emails and 2 mobile phone numbers on RocketReach.
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