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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Joel Petersen currently works at Sound Legacy Wealth Advisors, LLC as Joel Petersen - Managing Partner and Founder at Sound Legacy Wealth Advisors, LLC.

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