Portfolio Advisor
Current
Northwestern Mutual - Structura Financial Partners
Jan 2021 - Present
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Charles Petersen Email & Phone Number
Portfolio Advisor at Northwestern Mutual - Structura Financial Partners
at
Northwestern Mutual - Structura Financial Partners
1 work email found
@micorp.com
2 phones found area 918
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Northwestern Mutual - Structura Financial Partners
Role
Portfolio Advisor at Northwestern Mutual - Structura Financial Partners
Location
Milwaukee, Wisconsin, United States
Who is Charles Petersen? Overview
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Quick answer
Charles Petersen is listed as Portfolio Advisor at Northwestern Mutual - Structura Financial Partners at Northwestern Mutual - Structura Financial Partners, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at micorp.com, phone signal with area code 918, and a matched LinkedIn profile for Charles Petersen.
Charles Petersen previously worked as Portfolio Advisor at Northwestern Mutual - Structura Financial Partners and SVP Capital Markets at Umb Financial. Charles Petersen holds Bachelor Of Arts (B.A.), Economics from Northwestern University.
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Email format at Northwestern Mutual - Structura Financial Partners
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{first}.{last}@micorp.com
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AeroLeads found 1 current-domain work email signal for Charles Petersen. Compare company email patterns before reaching out.
Profile bio
About Charles Petersen
Financial Markets Professional with significant Capital Markets sales and trading experience. Proven record of accomplishment of delivering consistent revenue and new client relationships. Broad background including interest rate and foreign exchange product lines. Key Strengths:• Ability to make both external clients and critical linkage partners comfortable with complex product offerings.• Extensive background on both the trading and sales side helps generate a degree of trust between internal business partners.• Comfortable speaking in public and able to communicate economic concepts in a clear and concise manor.• Enjoy partnering and earning the trust of account managers in a relationship based environment.• Track record of launching new products and concepts that produce both fee income and customer loyalty.
Listed skills include Capital Markets and Financial Analysis.
Current workplace
Charles Petersen's current company
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Northwestern Mutual - Structura Financial Partners
4 roles
Charles Petersen work experience
A career timeline built from the work history available for this profile.
Svp Capital Markets
Umb Financial
SVP Capital MarketsMarketing a wide range of hedging solutions in Kansas, Missouri and Colorado regions.• Derivative Sales revenue doubled during the period.• Launched an effective internal marketing campaign involving both Commercial Banking and Treasury Management linkage partners.• Developed new external marketing materials for clients for both Interest Rate and FX product lines.• Published a weekly economic newsletter and quarterly special focus reports that enhanced internal communications.
May 2015 - Jan 2017
Svp - International Banking
Marketing Foreign Exchange services in Wisconsin, Oklahoma and Kansas regions.• Played a key role in the formation of a new sales team.• Assisted in the development of new product offerings including Multi-Currency accounts.• Significantly increased FX sales revenues in Kansas City, a new market for the company.• Featured speaker at multiple client events including the Oklahoma World Trade Conference.
Feb 2013 - May 2015
Director - Capital Markets
Dec 1985 - Oct 2012
2 education records
Charles Petersen education
Bachelor Of Arts (B.A.), Economics
Master Of Business Administration (Mba)
FAQ
Frequently asked questions about Charles Petersen
Quick answers generated from the profile data available on this page.
What company does Charles Petersen work for?
Charles Petersen works for Northwestern Mutual - Structura Financial Partners.
What is Charles Petersen's role at Northwestern Mutual - Structura Financial Partners?
Charles Petersen is listed as Portfolio Advisor at Northwestern Mutual - Structura Financial Partners at Northwestern Mutual - Structura Financial Partners.
What is Charles Petersen's email address?
AeroLeads has found 1 work email signal at @micorp.com for Charles Petersen at Northwestern Mutual - Structura Financial Partners.
What is Charles Petersen's phone number?
AeroLeads has found 2 phone signal(s) with area code 918 for Charles Petersen at Northwestern Mutual - Structura Financial Partners.
Where is Charles Petersen based?
Charles Petersen is based in Milwaukee, Wisconsin, United States while working with Northwestern Mutual - Structura Financial Partners.
What companies has Charles Petersen worked for?
Charles Petersen has worked for Northwestern Mutual - Structura Financial Partners, Umb Financial, Bok Financial, and Bmo Capital Markets.
How can I contact Charles Petersen?
You can use AeroLeads to view verified contact signals for Charles Petersen at Northwestern Mutual - Structura Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Charles Petersen attend?
Charles Petersen holds Bachelor Of Arts (B.A.), Economics from Northwestern University.
What skills is Charles Petersen known for?
Charles Petersen is listed with skills including Capital Markets and Financial Analysis.
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