Micah Peterson
Operations Manager - Salesforce Geek - Efficiency & Process Driven - Automation and Integration Advocate
- Role
- Manager, Operations at Carson Wealth
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Micah Peterson
As an Operations Manager at Carson Wealth, I assist my team in making sure that they have the right tools and processes in place to efficiently give our clients financial planning advice and service that help enrich their lives. My background in youth ministry compels me to humbly serve my team to the best of my ability. I am a natural and curious problem solver, always looking to find the answers to business and life’s hardest issues.
Experience
Manager, Operations
Nov 2025 — Present · 4665 Cornell Road Suite #160, OH, US
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
Education
Miami University
Bachelor's degree, Business/Managerial Economics
2017 — 2020
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