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Jeff Peterman Email & Phone Number
Relationship Manager
at
E*TRADE from Morgan Stanley
1 work email found
@schwab.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager
Location
Phoenix, Arizona, United States
Company size
Who is Jeff Peterman? Overview
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Quick answer
Jeff Peterman is listed as Relationship Manager at E*TRADE from Morgan Stanley, a company with 3 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jeff Peterman.
Jeff Peterman previously worked as Senior Income Specialist, Investment Solutions at Charles Schwab and Specialist, High Net Worth / Active Trader Rep at Charles Schwab. Jeff Peterman holds Certificate, Data Analytics from University Of Arizona Boot Camps.
Company email context
Email format at E*TRADE from Morgan Stanley
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Jeff Peterman. Compare company email patterns before reaching out.
Profile bio
About Jeff Peterman
Results-driven and detail-oriented Financial Professional with a strong track record of success in analysis and relationship building. Committed to professional growth and eager to apply Business Analyst skills in a positive and engaging environment. Lifelong learner dedicated to continuous development.
Listed skills include Microsoft Office, Excel, Customer Service, Word, and 23 others.
Current workplace
Jeff Peterman's current company
Company context helps verify the profile and gives searchers a useful next step.
E*Trade From Morgan Stanley
6 roles
Jeff Peterman work experience
A career timeline built from the work history available for this profile.
Senior Income Specialist, Investment Solutions
- Automated manager reporting call review process using Python scripts.
- Educate Clients: engage with Clients involving various account types including Trusts, IRA's,
- Passion for helping, servicing, and educating others; strong client focus and desire to formrelationships during each interaction
- Managed 30+ daily client inquiries with efficiency and accuracy.
- Demonstrated comprehensive knowledge of the company's product offerings and their direct relevance to clients' and companies’ objectives.
- Collaborated with multiple internal teams and stakeholders to provide value-driven and efficient solutions for clients.
Specialist, High Net Worth / Active Trader Rep
- Demonstrated ability to develop and implement client investment strategies
- Resilient demeanor to help achieve client satisfaction in a fast-paced environment
- Independently organize priorities using resources to effectively meet performance and department goals
- Ability to adapt and implement changes as market and business conditions evolve
- Active Series 7 and 63 FINRA licenses
Jul 2018 - Sep 2021
Community Member
The Commons is a skills-based mentorship program that teaches top talent the skills and industry fundamentals used by strategy & operations teams at high-growth tech companies. Participated as a member of a BizOps team analyzing the recent launch of a quick-commerce food delivery marketplace. Using tools such as SQL, Tableau, and others, we provided.
Mar 2023 - May 2023
Personal Financial Representative
Member of Austin Young Chamber of CommerceCommittee Member - Innovation Committee: Internal Cross-Business Team tasked with developing, screening, testing, executing, and finally delivering new business models or process pipelines resulting in net increase in value to our membership.
Mar 2015 - Jul 2018
Senior Bookkeeper
- SENTO Design, LLC – Austin, TX
- Maintained Company books including A/P’s, A/R’s, billing and bank statements
- Managed company payroll services
- Reported and filed monthly taxes (Payroll and Sales Tax)
- Reconciled and balanced all accounts
- Maintained chart of accounts
Dec 2012 - Feb 2015
2 education records
Jeff Peterman education
Certificate, Data Analytics
University Of Arizona Boot Camps
Sport And Entertainment Management
FAQ
Frequently asked questions about Jeff Peterman
Quick answers generated from the profile data available on this page.
What company does Jeff Peterman work for?
Jeff Peterman works for E*TRADE from Morgan Stanley.
What is Jeff Peterman's role at E*TRADE from Morgan Stanley?
Jeff Peterman is listed as Relationship Manager at E*TRADE from Morgan Stanley.
What is Jeff Peterman's email address?
AeroLeads has found 1 work email signal at @schwab.com for Jeff Peterman at E*TRADE from Morgan Stanley.
Where is Jeff Peterman based?
Jeff Peterman is based in Phoenix, Arizona, United States while working with E*TRADE from Morgan Stanley.
What companies has Jeff Peterman worked for?
Jeff Peterman has worked for E*Trade From Morgan Stanley, Charles Schwab, The Commons, Ufcu, and Sento Design, Llc.
How can I contact Jeff Peterman?
You can use AeroLeads to view verified contact signals for Jeff Peterman at E*TRADE from Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Jeff Peterman attend?
Jeff Peterman holds Certificate, Data Analytics from University Of Arizona Boot Camps.
What skills is Jeff Peterman known for?
Jeff Peterman is listed with skills including Microsoft Office, Excel, Customer Service, Word, Powerpoint, Writing, Outlook, and English.
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