Brandon Peterson
University of Florida
Tell me more about Brandon Peterson?
Brandon Peterson is an experienced professional with 17 years of work experience in investments, data analysis, strategic financial planning, and portfolio management. He is skilled in public speaking, financial planning, and Microsoft Excel. Brandon has worked in various roles, including Academic & Career Advisor at the University of Florida and Vice President at DTRT Advisors, LLC. He has also served as a Branch Operations Manager at Markey Wealth Management and Goodguides Program Director at Goodwill Industries. Brandon's expertise lies in wealth management and he has a strong background in research and retirement planning. He is currently based in the United States.
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About
Enrolled Agent
Work Experience
Academic And Career Advisor
Academic & Career Advisor
Graduate Student
Brandon Peterson's Professional Milestones
- Vice President (2018-01-01~): Expanding company operations to reach new markets, driving business growth and profitability.
- Academic & Career Advisor (2010-02-01~2014-03-01): Provided financial guidance and guidance to students in preparing them for their academic and career paths.
Education
Non-profit/public/organizational Management
2009-2011Skill
Investments
Data Analysis
Strategic Financial Planning
Portfolio Management
Public Speaking
Financial Planning
Microsoft Excel
Financial Analysis
Research
Retirement Planning
Personal Finance
Powerpoint
Asset Management
Wealth Management
Certification
Colleagues
Other Named Brandon Peterson
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Brandon Peterson works for University Of Florida
Brandon Peterson's role in University Of Florida is Academic & Career Advisor
Brandon Peterson's colleagues are BENNO EIDUS,Yuqing Xiong,Justin Harper
Brandon Peterson's latest job experience is Academic & Career Advisor at University Of Florida
Brandon Peterson's latest education in University of Florida