Peter Erickson Email and Phone Number
Peter Erickson work email
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Peter Erickson personal email
Peter Erickson is a Client Service Associate at Alpha & Omega Wealth Strategies.
Alpha & Omega Wealth Strategies
View- Website:
- heritageplanningpartners.nm.com
- Employees:
- 29
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Client Service AssociateAlpha & Omega Wealth StrategiesMinneapolis, Mn, Us
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Client Service AssociateAlpha & Omega Wealth Strategies Jun 2024 - PresentEdina, Minnesota, United States -
Wealth Management InternChoreo Jun 2023 - Aug 2023Des 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 -
Human Resources InternHy-Vee, Inc. Jun 2022 - Aug 2022- 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 -
T3 CounselorHidden Acres Christian Center May 2021 - Jul 2021Dayton, 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 -
Grounds CrewAnderson Erickson Dairy May 2016 - Aug 2020Des 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
Peter Erickson Education Details
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Management And Financial Counseling And Planning
Frequently Asked Questions about Peter Erickson
What company does Peter Erickson work for?
Peter Erickson works for Alpha & Omega Wealth Strategies
What is Peter Erickson's role at the current company?
Peter Erickson's current role is Client Service Associate.
What is Peter Erickson's email address?
Peter Erickson's email address is pe****@****vee.com
What schools did Peter Erickson attend?
Peter Erickson attended Iowa State University - Ivy College Of Business, Valley High School.
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