Chief Executive Officer and Managing Principal @ Integress Financial (January 2012 - January 2014)
Senior Investment Associate @ (January 2004 - January 2012)
Financial Advisor @ (January 2002 - January 2004)
James Peters Education
Georgetown University
Master of Finance (MSF)
2016-2019
University of Nevada-Las Vegas
Bachelors of Science (Finance)
1995-2002
James Peters Skills
Investments
Portfolio Management
Strategic Financial Planning
Finance
Financial Advisory
Asset Management
Wealth Management
Investment Strategies
Equities
Risk Management
Retirement Planning
Alternative Investments
Strategic Financial
Marketing
Training
James Peters Summary
James Peters, based in Las Vegas, NV, US, is currently a Senior Portfolio Manager at TIAA. James Peters brings experience from previous roles at Merrill Lynch, Integress Financial and AXA. James Peters holds a 2016 - 2019 Master of Finance (MSF) @ Georgetown University. With a robust skill set that includes Investments, Portfolio Management, Strategic Financial Planning, Finance, Financial Advisory and more. James Peters has 5 emails and 5 mobile phone numbers on RocketReach.
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