Gigi Peterson, Cfp®
About Gigi Peterson, Cfp®
Gigi Peterson, CFP®, is an Associate Director at UBS in Washington, D.C., where she has worked since 2022. She has over two decades of experience in the financial services industry, including previous roles at Merrill Lynch and Bernstein Global Wealth Management.
Current Role at UBS
Gigi Peterson currently serves as an Associate Director at UBS, a position she has held since 2022. Based in Washington, District of Columbia, she has contributed to the firm for two years in this role. Her responsibilities include overseeing client relationships and providing financial guidance, leveraging her extensive experience in the financial services industry.
Previous Experience at UBS
Gigi Peterson has a history with UBS, having worked there in various capacities. She was a Financial Advisor from 2006 to 2007 for one year, and prior to that, she served as a Cash Management Analyst from 2000 to 2001 for one year. Additionally, she worked as a Sales Liaison in Taxable Fixed Income from 2001 to 2002 for eleven months. This cumulative experience at UBS has provided her with a solid foundation in financial advisory services.
Career at Merrill Lynch
Before her current role at UBS, Gigi Peterson worked at Merrill Lynch as Vice President from 2008 to 2022 for fourteen years. In this role, she managed client portfolios and developed investment strategies, further enhancing her expertise in wealth management and client relations.
Background at Bernstein Global Wealth Management
Gigi Peterson's career includes a position at Bernstein Global Wealth Management as an Administrative Officer from 2002 to 2006 for four years. In this role, she supported various operational functions, contributing to the firm's efficiency and client service.
Education and Qualifications
Gigi Peterson earned her Bachelor's degree in Economics and Political Science from Bucknell University, where she studied from 1996 to 2000 for four years. Her educational background has equipped her with a strong understanding of economic principles and political factors influencing the financial markets.