Jeff Petersen, Cfp®, Cima®
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Jeff Petersen, Cfp®, Cima® Email & Phone Number

VP-DC Solutions-Investment Only Defined Contribution at PGIM Investments
Location: Marietta, Georgia, United States 4 work roles 2 schools
1 work email found @prudential.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@prudential.com
LinkedIn Profile matched
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Current company
PGIM Investments
Role
VP-DC Solutions-Investment Only Defined Contribution
Location
Marietta, Georgia, United States
Company size
384 employees

Who is Jeff Petersen, Cfp®, Cima®? Overview

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Quick answer

Jeff Petersen, Cfp®, Cima® is listed as VP-DC Solutions-Investment Only Defined Contribution at PGIM Investments, a company with 384 employees, based in Marietta, Georgia, United States. AeroLeads shows a work email signal at prudential.com and a matched LinkedIn profile for Jeff Petersen, Cfp®, Cima®.

Jeff Petersen, Cfp®, Cima® previously worked as VP-Investment Only Defined Contribution at Pgim Investments and VP-Senior Retirement Plan Strategist at Franklin Templeton. Jeff Petersen, Cfp®, Cima® holds Bachelor Of Business Administration (B.B.A.) from Washington & Jefferson College.

Company email context

Email format at PGIM Investments

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*@prudential.com
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AeroLeads found 1 current-domain work email signal for Jeff Petersen, Cfp®, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Jeff Petersen, Cfp®, Cima®

Jeff Petersen, Cfp®, Cima® is a VP-DC Solutions-Investment Only Defined Contribution at PGIM Investments. He possess expertise in mutual funds, investments, retirement, securities, retirement planning and 14 more skills.

Listed skills include Mutual Funds, Investments, Retirement, Securities, and 15 others.

Current workplace

Jeff Petersen, Cfp®, Cima®'s current company

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PGIM Investments
Pgim Investments
VP-DC Solutions-Investment Only Defined Contribution
Marietta, GA, US
Website
pgiminvestments.com
Employees
384
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Company profile
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4 roles

Jeff Petersen, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Vp-Dc Solutions-Investment Only Defined Contribution

Pgim Investments

Marietta, GA, US

Vp-Investment Only Defined Contribution

Current
Pgim Investments

Atlanta, Georgia, United States

Mar 2020 - Present

Vp-Regional Retirement Director

Morgan Stanley

Greater Atlanta Area

Oct 2006 - Nov 2011
Team & coworkers

Colleagues at PGIM Investments

Other employees you can reach at pgiminvestments.com. View company contacts for 384 employees →

BN Brian Nardi, Cima® Brian Nardi, Cima® Colleague at Pgim Investments Greater Sacramento, United States View → MW Matthew Wentland Matthew Wentland Colleague at Pgim Investments West Hartford, Connecticut, United States, United States View → TD Tyler Deboer Tyler Deboer Colleague at Pgim Investments New York City Metropolitan Area, United States View → JH Jennifer Hand Jennifer Hand Colleague at Pgim Investments New Orleans, Louisiana, United States, United States View → KD Kathy Dembowski Kathy Dembowski Colleague at Pgim Investments Lyndhurst, New Jersey, United States, United States View → TB Thomas Byrne Thomas Byrne Colleague at Pgim Investments Newark, New Jersey, United States, United States View → MS Matthew Sayre Matthew Sayre Colleague at Pgim Investments New York City Metropolitan Area, United States View → AM Alka Motwani Alka Motwani Colleague at Pgim Investments New York City Metropolitan Area, United States View → ES Elizabeth Samson Elizabeth Samson Colleague at Pgim Investments New York City Metropolitan Area, United States View → CW Christopher Worley Christopher Worley Colleague at Pgim Investments United States, United States View →
2 education records

Jeff Petersen, Cfp®, Cima® education

Education record

Summit High School
FAQ

Frequently asked questions about Jeff Petersen, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Jeff Petersen, Cfp®, Cima® work for?

Jeff Petersen, Cfp®, Cima® works for PGIM Investments.

What is Jeff Petersen, Cfp®, Cima®'s role at PGIM Investments?

Jeff Petersen, Cfp®, Cima® is listed as VP-DC Solutions-Investment Only Defined Contribution at PGIM Investments.

What is Jeff Petersen, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @prudential.com for Jeff Petersen, Cfp®, Cima® at PGIM Investments.

Where is Jeff Petersen, Cfp®, Cima® based?

Jeff Petersen, Cfp®, Cima® is based in Marietta, Georgia, United States while working with PGIM Investments.

What companies has Jeff Petersen, Cfp®, Cima® worked for?

Jeff Petersen, Cfp®, Cima® has worked for Pgim Investments, Franklin Templeton, and Morgan Stanley.

Who are Jeff Petersen, Cfp®, Cima®'s colleagues at PGIM Investments?

Jeff Petersen, Cfp®, Cima®'s colleagues at PGIM Investments include Brian Nardi, Cima®, Matthew Wentland, Tyler Deboer, Jennifer Hand, and Kathy Dembowski.

How can I contact Jeff Petersen, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Jeff Petersen, Cfp®, Cima® at PGIM Investments, including work email, phone, and LinkedIn data when available.

What schools did Jeff Petersen, Cfp®, Cima® attend?

Jeff Petersen, Cfp®, Cima® holds Bachelor Of Business Administration (B.B.A.) from Washington & Jefferson College.

What skills is Jeff Petersen, Cfp®, Cima® known for?

Jeff Petersen, Cfp®, Cima® is listed with skills including Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Asset Allocation, 401K, and Financial Services.

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