Steve Peterman Location
- Portland, OR, US
Steve Peterman Work
- 2018 -now Lead Planner @
- 2017 -2018 Financial Advisor @ Financial Planners Northwest, a financial advisory practice of Ameriprise Financ
- 2010 -2017 Financial Advisor @ Financial Planners Northwest, Inc.
- 2003 -2008 Director Treasury @
- 1987 -2002 Director Finance @
- 1982 -1985 Accounting Supervisor @
Steve Peterman Education
- University of Portland
Certificate in Financial Planning (Financial Planning)
2009-2009 - Northwestern University - Kellogg School of Management
MBA (Finance)
1985-1987 - Lehigh University
BS (Accounting/Finance)
1978-1982
Steve Peterman Skills
- Management
- Training
- Budgets
- Strategic Planning
- Risk Management
- Microsoft Office
- Financial Analysis
- Financial Services
- Forecasting
- Securities
Steve Peterman Summary
- Steve Peterman, based in Portland, OR, US, is currently a Lead Planner at Facet Wealth. Steve Peterman brings experience from previous roles at Financial Planners Northwest, a financial advisory practice of Ameriprise Financ, Financial Planners Northwest, Inc., Daimler Trucks North America and Kraft Foods Group. Steve Peterman holds a 2009 - 2009 Certificate in Financial Planning in Financial Planning @ University of Portland. With a robust skill set that includes Management, Training, Budgets, Strategic Planning, Risk Management and more. Steve Peterman has 1 mobile phone numbers on RocketReach.
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Top Facet Employees
Darshan Patel
Chief Financial Officer
New York, NY, US
Klint Holland
Head of Product Design
Lynchburg, VA, US
Brent Weiss
Co-Founder and Head of Financial Wellness
Saint Petersburg, FL, US
Melissa Lindsey
Director of Membership
Charlotte, NC, US
Nick Betit
VP, Data Science and Analytics
Charlotte, NC, US
Marcus Hadley
Head of Product
Gaithersburg, MD, US
Benjamin Lande
VP of Engineering
Baltimore, MD, US
Noreen Burtner
Director of Planning
United States
Mayra Cardoso
Head of Client Experience
New York, NY, US
Anders Jones
CEO and Co-Founder
Wellington, FL, US
Liz Shader
Senior Director, Product-Partnerships
New York, NY, US
Laura Bolzner
Head of Membership
Rochester, NY, US
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