“To ensure a best-in-class client experience for our advisor partners and investors, we strive to anticipate their needs and provide resources and solutions that satisfy their unique goals.”
Chelsea A. Peterson is a vice president in the Client Service department at Gurtin Municipal Bond Management. Ms. Peterson is responsible for designing and delivering initiatives that shape key touch points across our client journey, from onboarding new clients to supporting existing clients’ growth with our firm. In this capacity, Ms. Peterson serves as a liaison among internal business partners, including members of the advisory services, marketing, and leadership teams.
Prior to joining Gurtin Municipal Bond Management in March 2015, Ms. Peterson was an administrative assistant for broker-dealer operations at Waveland Capital Partners.
Ms. Peterson earned a bachelor’s degree in business with an emphasis in operations management from California State University, Long Beach.