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Cfp Sally Petterson
Cfp Sally Petterson
Vice President, Private Client Services | Northern Trust Wealth Management
Lake Forest, Illinois, United States
Cfp Sally Petterson
Summary
Sally Petterson is a seasoned financial services professional with over two decades of experience, currently serving as Vice President of Private Client Services at Northern Trust. She specializes in providing tailored financial solutions for high net worth individuals, leveraging a team of experts to integrate investment management, trust administration, and financial planning. Her dedication to supporting working mothers is evident in her pride for Northern Trust being recognized as one of the best companies for working moms. Sally has a robust background in managing diverse portfolios, having worked with media executives, professional athletes, and affluent families. Her academic credentials include a Bachelor's Degree in Communications from the University of Illinois at Urbana-Champaign, complemented by specialized training in financial planning. She has received the prestigious Chairman's Global Diversity & Inclusion Medallion Award in 2013, highlighting her commitment to inclusivity in the workplace. Sally's extensive experience and leadership in the financial sector position her as a key player in her field.
Cfp Sally Petterson
Work Experience
Vice President, Private Client Services at
Northern Trust Wealth Management
June 2006 - Present
Senior Private Banking Relationship Manager at
Northern Trust
September 2001 - June 2006
Private Banking Relationship Manager at
Northern Trust
July 1991 - January 2001
Cfp Sally Petterson
Education
University of Illinois Urbana-Champaign, Bachelor's Degree
January 1985 - January 1989
College for Financial Planning, Cfp Professional Education Program
Frequently Asked Questions about Cfp Sally Petterson
What is Cfp Sally Petterson email address?
Cfp Sally Petterson's primary email address is ***************@ntrs.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Sally Petterson work for?
Cfp Sally Petterson is a Vice President, Private Client Services at Northern Trust Wealth Management, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Sally Petterson graduated from?
Cfp Sally Petterson holds a degree in Communications from University of Illinois Urbana-Champaign.
How can I directly contact Cfp Sally Petterson?
To contact Cfp Sally Petterson directly, you can use the email address ***************@ntrs.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Sally Petterson?
Sally Petterson is a seasoned financial services professional with over two decades of experience, currently serving as Vice President of Private Client Services at Northern Trust. She specializes in providing tailored financial solutions for high net worth individuals, leveraging a team of experts to integrate investment management, trust administration, and financial planning. Her dedication to supporting working mothers is evident in her pride for Northern Trust being recognized as one of the best companies for working moms. Sally has a robust background in managing diverse portfolios, having worked with media executives, professional athletes, and affluent families. Her academic credentials include a Bachelor's Degree in Communications from the University of Illinois at Urbana-Champaign, complemented by specialized training in financial planning. She has received the prestigious Chairman's Global Diversity & Inclusion Medallion Award in 2013, highlighting her commitment to inclusivity in the workplace. Sally's extensive experience and leadership in the financial sector position her as a key player in her field.
Cfp`s contact details
***************@ntrs.com
*************@northerntrust.com
Colleagues
Portfolio Manager, Vice President
Vice President - Senior Portfolio Advisor
Senior Trust Advisor, Senior Vice President
Senior Real Estate Asset Manager - Vice President
Vice President & Trust Advisor
Vice President, Assoc. Director of Strategy & Analytics - Goals Driven Wealth Management
Vice President, Senior Relationship Advisor
Second Vice President | Client Communications Manager
Vice President, Trust Advisor - Global Family & Private Investment Offices
Vice President, Financial Advisor