JP
Jeff Petersen
Client Service Associate at Wescap
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Work Experience
Client Service Associate
Mar 2017 - Present · 7 years and 10 months
city of san josé
Mar 2016 - Feb 2017 · 11 months
Senior Account Clerk- Treasury Division
Feb 2017 - Feb 2017
Finance Department: Student Intern Accounts Payable
Mar 2016 - Jan 2017 · 10 months
Company Details
11-50 Employees
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of high-net-worth individuals and families.
Founded in 1988, WESCAP Group is headquartered in Glendale, California, and serves clients throughout the United States.
Website
Year Founded
1988
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
330 N. Brand Blvd, Suite 1150
Glendale, CA 91203, US
Keywords
Registered Investment AdvisorRetirement PlanningFee OnlyInvestments
Contact Details
- Email AddressJ**@wescapgroup.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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