Peter Ashby Location
- Sacramento, CA, US
Peter Ashby Work
- 2021 -now Vice President, Financial Advisor @
- 2020 -2021 Director Of Financial Planning @ Genovese Burford & Brothers
- 2016 -2021 Financial Advisor and Financial Planner @ Genovese Burford & Brothers
- 2009 -2016 CFP® and Founder @
- 2007 -2009 Financial Advisor @
- 2005 -2007 District Manager @
Peter Ashby Education
- College for Financial Planning
Master of Science - MS (Financial Planning and Services)
2016-2018 - Boston University
Certificate (Financial Planning)
2010-2011 - California State University-Chico
Bachelor of Arts (B.A.) (History)
1999-2004
Peter Ashby Skills
- Financial Advisory
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Entrepreneurship
- Training
- Disability Insurance
- Project Planning
- Project Management
- Retirement
- Series 7
- Csu
- Retaining
- Calling
- Attorneys
- CPA
- Accounting
- Obtain
- Quarter
- Yahoo
- History
- Finance
- Bonus
- Fitness
- ADP Payroll
- Referrals
- ADAMS
- Sales Management
- Listen
- Marketing
- New Business Development
- Pharmaceutics
- Asset
- Establishing Relationships
- Management
- Calls
- CRM
- Responsibility
Peter Ashby Summary
- Peter Ashby, based in Sacramento, CA, US, is currently a Vice President, Financial Advisor at CAPTRUST. Peter Ashby brings experience from previous roles at Genovese Burford & Brothers, Adams Ashby Financial Advisors and Smith Barney. Peter Ashby holds a 2016 - 2018 Master of Science - MS in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Fixed Annuities, Insurance, Retirement Planning, Sales and more. Peter Ashby has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Ann Leddy
Chief Compliance Officer
New York, NY, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Jon Strickland
Senior Vice President
Raleigh, NC, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
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