Jeffrey Peterson, CLU, ChFC

Managing Partner at EBS

📍 San Francisco Bay Area, United States

Jeffrey Peterson is a Managing Partner at EBS, where he is a recognized expert in executive compensation. A graduate of the University of the Pacific, he holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, underscoring his deep expertise in the financial services industry.

While specific personal hobbies are not publicly available, his attendance at the University of the Pacific suggests a long-standing connection to the Northern California community. He began his career at Northwestern Mutual before taking his current leadership role at EBS.

He is a featured panelist on executive compensation, recruiting, and talent retention at the upcoming 2025 California Community Banking Network Annual Conference.

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Experience

24 Years

Current Role

Managing Partner

Location

San Francisco Bay Area, United States

Personality Overview

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Priorities

Topics Jeffrey cares about

Executive Compensation

Serves as a panelist on this topic at industry conferences, highlighting his expertise in strategies for recruiting and retaining top-tier talent.

Talent Retention

His speaking engagements focus on the challenges and evolving strategies related to keeping key employees and executives.

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Career

Work history

2002

Managing Partner

EBS

In the press

Media appearances

Jeffrey P. Peterson — EBS. Featured in EBS (company website)

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Education

1980 - 1984

University of the Pacific

Social presence

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