Heidi Phan-Peterson
Financial Planner
- Role
- Financial Planner at Illumination Wealth
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Planner
Feb 2025 — Present
Education
University of California, Berkeley - Walter A. Haas School of Business
Masters in Business Administration
University of California, Berkeley
B.A.
Boston University
Certificate in Financial Planning
Skills
- Strategic Partnerships
- Strategic Planning
- Marketing Strategy
- Business Development
- Sales
- Competitive Analysis
- Start-Ups
- Marketing
- Management
- Project Management
- Strategy
- Segmentation
- Market Research
- Market Analysis
- Project Planning
- Consulting
- Customer Insight
- Analysis
- Feedback
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