Brooke Petersen

Brooke Petersen Email and Phone Number

CFP®, ChFC®, Investment Consultant at Conrad Siegel @ Conrad Siegel
harrisburg, pennsylvania, united states
Brooke Petersen's Location
Lancaster, Pennsylvania, United States, United States
Brooke Petersen's Contact Details

Brooke Petersen personal email

About Brooke Petersen

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.

Brooke Petersen's Current Company Details
Conrad Siegel

Conrad Siegel

View
CFP®, ChFC®, Investment Consultant at Conrad Siegel
harrisburg, pennsylvania, united states
Website:
conradsiegel.com
Employees:
88
Brooke Petersen Work Experience Details
  • Conrad Siegel
    Investment Consultant
    Conrad Siegel Aug 2016 - Present
    Lancaster, Pennsylvania Area
  • Bank Of America Merrill Lynch
    Vice President, Merrill Lynch Banking Advisor
    Bank Of America Merrill Lynch May 2015 - Jul 2016
    York, Pennsylvania Area
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jan 2010 - May 2015
    Harrisburg, Pennsylvania Area
  • Jpmorgan Asset Management
    Vice President
    Jpmorgan Asset Management Mar 2001 - Apr 2009
    Greater New York City Area
  • Chase&Mdsass Partners
    Analyst
    Chase&Mdsass Partners 1998 - 2001
  • Unibank A/S
    Analyst
    Unibank A/S 1995 - 1998

Brooke Petersen Skills

Alternative Investments Estate Planning Financial Advisory Electronic Trading Cash Management Banking Financial Planners Accounting Fixed Annuities Mergers Retirement Planning Valuation Structured Finance Wealth Management Services Iras Financial Modeling Mortgage Lending Credit Risk Finance Treasury Management Asset Allocation Financial Services Commercial Banking Wealth Management Mutual Funds Aml Uniform Combined State Law High Net Worth Individuals Investment Strategies Bloomberg Terminal Fx Options Credit Derivatives Defined Benefit Financial Analysis Wealth Operational Risk Management Series 24 Private Equity Management Investment Banking Etfs Analytics Funding Retirement Series 65 Loans Financial Markets Investment Management Financial Structuring Structured Products

Brooke Petersen Education Details

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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