Heidi Peterson

Heidi Peterson Email and Phone Number

Client Service Representative at Modus Advisors @ Modus Advisors
Heidi Peterson's Location
Hopkins, Minnesota, United States, United States
Heidi Peterson's Contact Details

Heidi Peterson work email

Heidi Peterson personal email

n/a
About Heidi Peterson

I have 30 years experience in the Financial Services Industry and a wide array of knowledge on many products in the industry including but not limited to bonds, equities, mutual funds, alternative investments, private placements, UIT's, managed money, etc. I genuinely care about the clients I work with and strive to provide an amazing client service experiance. I am also knowledgable in the area of wills, estates and trusts. I have consistently worked with producers in the top 5% of the companies I've worked for. I've worked both with teams and individual producers and enjoy both. I am familliar with many different clearing firms and their clearing functions. I enjoy problem solving and have been faced with some difficult situations but pride myself in keeping my composure and patience and doing whatever neccessary to get the situation resolved.

Heidi Peterson's Current Company Details
Modus Advisors

Modus Advisors

View
Client Service Representative at Modus Advisors
Heidi Peterson Work Experience Details
  • Modus Advisors
    Customer Service Representative
    Modus Advisors May 2024 - Present
    Excelsior, Mn, Us
    View
  • Herbert J. Sims & Co.
    Sr. Client Service Associate
    Herbert J. Sims & Co. Oct 2010 - May 2024
    Fairfield, Ct, Us
    View
  • Bc Ziegler
    Senior Client Service Associate
    Bc Ziegler May 2009 - Oct 2010
  • Wealth Enhancement Group
    Client Service Manager
    Wealth Enhancement Group May 2006 - Aug 2008
    Plymouth, Minnesota, Us
    View
  • Citigroup Global Capital Markets Inc.
    Senior Client Service Associate
    Citigroup Global Capital Markets Inc. Mar 2001 - Apr 2005
    View
  • John G. Kinnard
    Sr. Client Service Associate
    John G. Kinnard 1994 - 2001

Heidi Peterson Skills

Series 7 Series 63 Customer Service Portfolio Management Investments Alternative Investments Bonds Fixed Income Securities Strategic Planning Equities Microsoft Excel Financial Modeling Powerpoint Microsoft Word Financial Analysis Asset Management Trading

Heidi Peterson Education Details

  • St. Cloud State University
    St. Cloud State University
    Economics / Finance
  • Hopkins Senior High School
    Hopkins Senior High School

Frequently Asked Questions about Heidi Peterson

What company does Heidi Peterson work for?

Heidi Peterson works for Modus Advisors

What is Heidi Peterson's role at the current company?

Heidi Peterson's current role is Client Service Representative at Modus Advisors.

What is Heidi Peterson's email address?

Heidi Peterson's email address is hp****@****ims.com

What schools did Heidi Peterson attend?

Heidi Peterson attended St. Cloud State University, Hopkins Senior High School.

What skills is Heidi Peterson known for?

Heidi Peterson has skills like Series 7, Series 63, Customer Service, Portfolio Management, Investments, Alternative Investments, Bonds, Fixed Income, Securities, Strategic Planning, Equities, Microsoft Excel.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.