Wells Fargo Exec Shares Insight on Investing

Published: September 25, 2012 | Author: Jen Burt | Read Time: 1 minutes

With so many investment options in today’s marketplace, it’s difficult for the average person to know how to make the most of their money. 

This Thursday, as part of Southern Utah University’s School of Business Executive Speaker Series, veteran investment executive Rees Petersen will share his time-tested “Principles for Successful Investing,” offering insider guidance to hopeful student investors. 

Having joined Wells Fargo in 1996, Petersen has logged over 24 years of investment management experience.  He currently specializes in full discretion portfolio management with expertise in balanced portfolios for the high net worth investor. 

Petersen’s presentation will begin at 11:30 a.m. this Thursday, September 27, in the Sharwan Smith Student Center Theater.  Following the lecture, a luncheon and Q & A session will take place where students can talk with Mr. Petersen in a more informal setting. 

In his role as Regional Investment Manager and Vice President at Wells Fargo, Petersen is primarily responsible for the investment management of agency, foundation and trust accounts.  Prior to joining Wells Fargo, he assisted large tax-exempt institutional clients with asset allocations, investment selections and record keeping systems for retirement plans. 

An MBA graduate of the Eccles School of Business at the University of Utah, Petersen also holds a bachelor’s degree in finance with an emphasis in investment management. 

SUU’s Business Executive Speaker Series luncheons are open to all students but tickets are required.  Those interested in attending may contact Savannah Cannon at (435) 865-8167 or inquire in person in room 303 of the Dixie Leavitt Business Building.  Tickets are free of charge and seating is limited.

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