Brooke Petersen Email and Phone Number
Brooke Petersen work email
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Brooke Petersen personal email
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Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs.As a part of the Conrad Siegel team, I partner with clients in the areas of:• investments for individuals• investments for trusts, foundations and endowments• financial planningAll investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc., a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission.
Conrad Siegel
View- Website:
- conradsiegel.com
- Employees:
- 88
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Investment ConsultantConrad Siegel Aug 2016 - PresentLancaster, Pennsylvania Area -
Vice President, Merrill Lynch Banking AdvisorBank Of America Merrill Lynch May 2015 - Jul 2016York, Pennsylvania Area -
Financial AdvisorMerrill Lynch Jan 2010 - May 2015Harrisburg, Pennsylvania Area -
Vice PresidentJpmorgan Asset Management Mar 2001 - Apr 2009Greater New York City Area -
AnalystChase&Mdsass Partners 1998 - 2001
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AnalystUnibank A/S 1995 - 1998
Brooke Petersen Skills
Brooke Petersen Education Details
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Financial Planning And Services -
Leadership LancasterCore Class 2018 -
Economics
Frequently Asked Questions about Brooke Petersen
What company does Brooke Petersen work for?
Brooke Petersen works for Conrad Siegel
What is Brooke Petersen's role at the current company?
Brooke Petersen's current role is CFP®, ChFC®, Investment Consultant at Conrad Siegel.
What is Brooke Petersen's email address?
Brooke Petersen's email address is br****@****ail.com
What schools did Brooke Petersen attend?
Brooke Petersen attended The American College Of Financial Services, Leadership Lancaster, Villanova University.
What skills is Brooke Petersen known for?
Brooke Petersen has skills like Alternative Investments, Estate Planning, Financial Advisory, Electronic Trading, Cash Management, Banking, Financial Planners, Accounting, Fixed Annuities, Mergers, Retirement Planning, Valuation.
Who are Brooke Petersen's colleagues?
Brooke Petersen's colleagues are Tanya Ferguson, Lauren Frankford, David Lytle, Denise Polin, Mark Bonsall, Laurie Pardon, Abigail (Abby) Fortino.
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Brooke Petersen
Biology And Environmental Science Researcher At Stockton UniversityNew York City Metropolitan Area -
Brooke Petersen
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