Joel Petersen

Joel Petersen Work

Managing Partner and Founder

@ Sound Legacy Wealth Advisors, LLC

W

Advisory Board Member

@ Western Washington University College of Business and Economics Advisory Board

B

Past President, Member, Board of Trustees

@ Bellevue Arts Museum

Joel Petersen Education

2007 - 2008 UW Foster School of Business
1979 - 1984 BA in Business Administration/Finance

Western Washington University

Joel Petersen Skills

Business StrategyExecutive ManagementFinancial PlanningWealth ManagementFinancial GoalsStrategic Financial PlanningPublic RelationsSmall BusinessAnalysisBloombergInvestmentsFinancial ModelingMergersStrategyMergers & AcquisitionsManagementFinancial ServicesEstate PlanningInvestment StrategiesCRMBusiness DevelopmentRetirement PlanningHigh Net Worth IndividualsFinanceSalesWealth Management ServicesLoansStrategic PlanningPortfolio ManagementWealthLeadershipStart-upsStrategic PartnershipsEntrepreneurshipCustomer Relationship Management (CRM)High Net WorthStart UpsWeb DesignWeb DevelopmentPHPStrategic FinancialZend FrameworkMergers and Acquisitions

Joel Petersen Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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What company does Joel Petersen work for?

Joel Petersen currently works at Sound Legacy Wealth Advisors, LLC.

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Joel Petersen's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Joel Petersen located?

Joel Petersen is based in or around Kirkland, WA, US.

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