Scott Petersen Email & Phone Number
Associate Private Wealth Advisor @ Small World Wealth Management
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Scott Petersen Location
- Florida, United States
Scott Petersen Work
- Associate Private Wealth Advisor @ (December 2024 - Present)
- Financial Advisor @ (June 2021 - December 2024)
- Director of Client Services - Associate Wealth Management Advisor @ (January 2020 - January 2021)
- Financial Advisor @ (January 2020 - January 2020)
- Financial Advisor @ (January 2015 - January 2020)
- Financial Advisor @ (January 2011 - January 2015)
- Associate Wealth Management Advisor @ (January 2010 - January 2011)
Scott Petersen Education
- University of Pittsburgh
Bachelor of Arts (Speech Communication and Rhetoric)
2006-2010
Scott Petersen Skills
- Customer Relationship Management (CRM)
- Investments
- Process Improvement
- Retirement Benefits
- Sales
- Series 66
- Series 7
Scott Petersen Summary
- Scott Petersen, based in Florida, United States, is currently a Associate Private Wealth Advisor at Small World Wealth Management. Scott Petersen brings experience from previous roles at Edward Jones, Northwestern Mutual, SagePoint Financial and Raymond James. Scott Petersen holds a 2006 - 2010 Bachelor of Arts in Speech Communication and Rhetoric @ University of Pittsburgh. With a robust skill set that includes Customer Relationship Management (CRM), Investments, Process Improvement, Retirement Benefits, Sales and more. Scott Petersen has 1 emails and 2 mobile phone numbers on RocketReach.
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