Jeffrey Peterson, CLU, ChFC

Managing Partner at EBS

San Francisco Bay Area, United States

Overview

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.

Topics They Care 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.
Community Banking
[Predicted] His firm is a provider for the California Community Banking Network, and he speaks at their events, indicating a focus on this sector.

Media Appearances

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

See Now

Work History

2002
Managing Partner at EBS

Education

1980 - 1984
BS from University of the Pacific

More Information

Social Presence :

Prographics :

Exp : 24 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Managing Partner at EBS
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