Kelly Peterson
First Vice President, Financial Advisor at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Kelly Peterson
My role as your Morgan Stanley Financial Advisor is to be dedicated to helping you make strategic financial decisions. With a focus on educating my clients in financial topics, I seek to help build confidence as we work together on your goals. Seeking to provide world class service at all stages is at the forefront of everything I do, and my personal mission is to help you strive to build wealth and help you on your journey towards you financial goals.
Experience
Financial Advisor
Oct 2015 — Present
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Education
Brigham Young University
Bachelor of Science (BS), Finance and Financial Management Services
2013 — 2015
Skills
- Business Planning
- Operations Management
- Construction
- Financial Analysis
- Customer Service
- Microsoft Excel
- Sales
- Forecasting
- Contract Management
- Project Management
- Project Planning
- Account Management
- Business Development
- Strategic Planning
- Team Leadership
- Negotiation
- Management
- Team Building
- New Business Development
- Leadership
- Sales Management
- Landscaping
- Budgets
- Public Speaking
- Contract Negotiation
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