James Peterson Email & Phone Number
Owner @ Millennium Financial Group
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James Peterson Location
- Vista, CA, US
James Peterson Work
- Owner @ (January 1996 - Present)
- Life and Annuity Sales @ (November 2008 - Present)
- CHIEF EXECUTIVE OFFICER-SENIOR TAX ACCOUNTANT @ (September 1995 - Present)
- Gunnery Sergeant @ (September 1975 - September 1995)
James Peterson Education
- Chapman University
Bachelor (Finance -Economics)
1989-1991 - Sewanhaka HS
General Education (Engineering)
1971-1973 - UC Irvine
James Peterson Skills
- Leadership
- Banking
- Restructuring
- Fixed Annuities
- Sales
- Financial Planning
- Portfolio Management
- Mortgage Lending
- Team Leadership
- Strategic Planning
- Financial Services
- Wealth Management
- Underwriting
- Strategic Financial Planning
- Business Valuation
- Real Estate
- Risk Management
- Credit
- Customer Service
- Financial Analysis
- Management
- Strategic Financial
- Due Diligence
- Loans
James Peterson Summary
- James Peterson, based in Vista, CA, US, is currently a Owner at Millennium Financial Management. James Peterson brings experience from previous roles at Allianz, Millennium Financial Management and USMC. James Peterson holds a 1989 - 1991 Bachelor in Finance -Economics @ Chapman University. With a robust skill set that includes Leadership, Banking, Restructuring, Fixed Annuities, Sales and more. James Peterson has 3 emails and 3 mobile phone numbers on RocketReach.
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