Heidi Phan-Peterson, Cfp®, Mba

Heidi Phan-Peterson, Cfp®, Mba Email and Phone Number

Financial Planner @ Illumination Wealth
Boulder, CO, US
Heidi Phan-Peterson, Cfp®, Mba's Location
Boulder, Colorado, United States, United States
Heidi Phan-Peterson, Cfp®, Mba's Contact Details

Heidi Phan-Peterson, Cfp®, Mba work email

Heidi Phan-Peterson, Cfp®, Mba personal email

n/a
About Heidi Phan-Peterson, Cfp®, Mba

Heidi Phan-Peterson, Cfp®, Mba is a Financial Planner at Illumination Wealth. She possess expertise in customer insight, strategy, project management, project planning, analysis and 14 more skills. She is proficient in French and Vietnamese.

Heidi Phan-Peterson, Cfp®, Mba's Current Company Details
Illumination Wealth

Illumination Wealth

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Financial Planner
Boulder, CO, US
Heidi Phan-Peterson, Cfp®, Mba Work Experience Details
  • Illumination Wealth
    Financial Planner
    Illumination Wealth
    Boulder, Co, Us
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  • A Wealth Management Firm
    Financial Planner
    A Wealth Management Firm Jun 2021 - Present
    Boulder, Colorado, United States
  • Salute Colorado
    Co-Founder & Executive Director
    Salute Colorado Sep 2013 - Feb 2019
    Boulder, Co
    Co-founded and managed this 501(c)3 to support the transition of high-performing military veterans into the civilian professions through mentorship, networking and grants.- Designed components of this 2-year support program- Recruited mentors through networking and outreach & authored a mentorship handbook- Collaborated with community partners like Google, executive coaches and other business leaders to lead workshops in goal-setting, interviewing, negotiations and other skills- Designed and led annual fundraising campaigns- Recruited board members and staff
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  • Ziprealty
    Director, Customer Engagement
    Ziprealty Jun 2002 - Aug 2010
    Led market research projects aimed at helping company leadership understand and improve the customer experience, stay on top of shifts in consumer behavior and inform marketing plans and strategies.
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  • Ziprealty
    Manager, Sales Analysis
    Ziprealty Jan 2001 - May 2002
    Analyzed sales trends, monitored underperforming districts; reported sales & productivity
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Heidi Phan-Peterson, Cfp®, Mba Skills

Customer Insight Strategy Project Management Project Planning Analysis Segmentation Feedback Competitive Analysis Market Research Strategic Partnerships Marketing Strategy Market Analysis Business Development Marketing Management Start Ups Sales Consulting Strategic Planning

Heidi Phan-Peterson, Cfp®, Mba Education Details

Frequently Asked Questions about Heidi Phan-Peterson, Cfp®, Mba

What company does Heidi Phan-Peterson, Cfp®, Mba work for?

Heidi Phan-Peterson, Cfp®, Mba works for Illumination Wealth

What is Heidi Phan-Peterson, Cfp®, Mba's role at the current company?

Heidi Phan-Peterson, Cfp®, Mba's current role is Financial Planner.

What is Heidi Phan-Peterson, Cfp®, Mba's email address?

Heidi Phan-Peterson, Cfp®, Mba's email address is he****@****ado.org

What schools did Heidi Phan-Peterson, Cfp®, Mba attend?

Heidi Phan-Peterson, Cfp®, Mba attended University Of California, Berkeley - Walter A. Haas School Of Business, Boston University, University Of California, Berkeley.

What skills is Heidi Phan-Peterson, Cfp®, Mba known for?

Heidi Phan-Peterson, Cfp®, Mba has skills like Customer Insight, Strategy, Project Management, Project Planning, Analysis, Segmentation, Feedback, Competitive Analysis, Market Research, Strategic Partnerships, Marketing Strategy, Market Analysis.

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