Wade Peterson Email & Phone Number
Senior Vice President -Investment Officer @ Wells Fargo Advisors
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Wade Peterson Location
- Portland, OR, US
Wade Peterson Work
- 2009 -now Senior Vice President -Investment Officer @
- 2013 -2014 Branch Manager @
- 2008 -2009 Senior Vice President - Investments @
- 1998 -2008 Senior Vice President, Financial Consultant @
- 1983 -1998 Vice President @
Wade Peterson Education
- Willamette University
Bachelor of Science (Economics)
1979-1983 - Tigard High School 1976-1979
Wade Peterson Skills
- Mutual Funds
- Investments
- Asset Allocation
- Bonds
- Fixed Income
- Retirement Planning
- Securities
- Finance
- Equities
- Alternative Investments
- Financial Risk
- Retirement
- Investment Strategies
- Municipal Bonds
- Stocks
- Economics
- Exchange Traded Funds
- ETFs
- Risk Management
- Management
- Leadership
- Credit
- Portfolio Management
- Banking
- Team Building
- Customer Service
- Financial Analysis
- Loans
- Marketing
Wade Peterson Summary
- Wade Peterson, based in Portland, OR, US, is currently a Senior Vice President -Investment Officer at Wells Fargo Advisors. Wade Peterson brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities LLC (a predecessor firm of Wells Fargo Advisors), D.A. Davidson & Co. and Piper Jaffray. Wade Peterson holds a 1979 - 1983 Bachelor of Science in Economics @ Willamette University. With a robust skill set that includes Mutual Funds, Investments, Asset Allocation, Bonds, Fixed Income and more. Wade Peterson has 3 emails and 2 mobile phone numbers on RocketReach.
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