Brooke Petersen

Investment Consultant at Conrad Siegel

Brooke Petersen is an experienced investment consultant currently working at Conrad Siegel since August 2016. Prior roles include Vice President at Bank of America Merrill Lynch and Financial Advisor at Merrill Lynch. Brooke also served as Vice President at JPMorgan Asset Management and worked as an analyst at both Chase&MDSass Partners and Unibank A/S. Educational qualifications include a Bachelor of Science in Economics from Villanova University, along with CFP® and ChFC® certifications from The American College of Financial Services. Additionally, Brooke participated in the Leadership Lancaster program from 2017 to 2018.

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams