Nici Petersen
Director of Product, Wealth Solutions @Wealth Enhancement
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WORK HISTORY
Director of Product, Wealth Solutions @Wealth Enhancement
Denver, CO, US
Define and execute the development and delivery strategy for WEG\'s Wealth Solutions programs andplatforms from ideation to implementation. Drive Advisor adoption, revenue, and financial success byowning the successful delivery of the product or program roadmap through market segmentation,competitive analysis, business case development, product development and evolution, performance, andcustomer satisfaction.Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships.The financial advisors at Wealth Enhancement Group offer advisory services through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment adviser. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
EDUCATION
University of Colorado at Boulder
Bachelor's degree
SKILLS
ABOUT NICI PETERSEN
I am a senior B2B marketing leader with 15+ years of experience in financial services. I…
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