Peter Erickson Email & Phone Number

Minneapolis, Mn, Us

Edina, Minnesota, United States

Des Moines Metropolitan Area

- Worked on a project transferring over 200 client rebalance spreadsheets from Excel to Black Diamond- Assisted in office tasks, gaining a broad experience in the wealth management industry- Helped rebalance and maintain client accounts, using Schwab, E-Money, and Black Diamond- Attended client meetings and discussed wealth planning concepts

- Performed interviews and orientations with prospective and current Hy-Vee employees- Assisted with a variety of HCM software including Workday and UGK Workforce- Created social media posts using Sprinklr to post on the store Instagram, Facebook, and Twitter- Analyzed and created spreadsheets on Microsoft Excel relating to HR activity

Dayton, Iowa, United States

- Responsible for the instruction and supervision of 4 different groups of 9-15 high schoolers over the course of the summer.- Personally coordinated and supervised 5-6 high school students in daily cleaning tasks around the facilities- Developed leadership and coordination skills

Des Moines Metropolitan Area

- Preserved the appearance of the facility, providing legedary landscaping services- Trusted with time sensitive and essential projects, which were competed without supervision, utilizing time management skills and paying attention to detail- Developed interpersonal skills and the ability to work as a part of a team

Bachelor Of Science, Management And Financial Counseling And Planning

Education record