David Peters's Location
Richmond, VA, US
David Peters's Work
- Discussion Leader @ Surgent Accounting & Financial Education
- Senior Financial Advisor @ CFO Capital Management
- Discussion Leader @ Surgent Accounting & Financial Education
- Founder and Owner @ Peters Tax Preparation & Consulting PC
- National Continuing Education Instructor @ Peters Learning & Education, LLC
- Teacher and Discussion Leader @ South Carolina Association of CPAs
- Teacher @ Charlotte CPCU Society
- Teacher and Discussion Leader @ Virginia Society of CPAs
- Outside Representative - Financial Advisor @ Carroll Financial
- Strategic Relationship Manager and Financial Advisor @ Carroll Financial
David Peters's Education
- The American College
Doctor of Philosophy (PhD)
2013 - 2021 - The American College
Master's Degree
2013 - 2014 - The American College
Certificate in Financial Planning
2010 - 2011
- Virginia Commonwealth University
MBA
2009 - 2011 - Pittsburgh Theological Seminary
Master of Divinity
2004 - 2006 - University of Illinois Urbana-Champaign
Master of Science
2003 - 2004 - Valparaiso University
BSBA
1999 - 2003 - Virginia Commonwealth University
Master of Business Administration - MBA
2009 - 2011
David Peters's Skills
- CPCU
- Tax
- IFRS
- Financial Statements
- Financial Reporting
- Forecasting
- Microsoft Excel
- Risk Management
- Tax Returns
- Income Tax
David Peters's Summary
David Peters, based in Richmond, VA, US, is currently a Discussion Leader at Surgent, bringing experience from previous roles at CFO Capital Management, Surgent, Peters Tax Preparation & Consulting PC and Peters Learning & Education, LLC. David Peters holds a 2013 - 2021 Doctor of Philosophy (PhD) @ The American College. With a robust skill set that includes CPCU, Tax, IFRS, Financial Statements, Financial Reporting and more, David Peters contributes valuable insights to the industry. David Peters has 5 emails and 1 mobile phone number on RocketReach.
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