Joshua C Peters
- Role
- Financial Advisor, Operations Manager at Invst
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Joshua C Peters
MBA graduate & ever-learning investor in life, I help others embrace innovation and…
Experience
Financial Advisor, Operations Manager
Jul 2021 — Present
Education
Brigham Young University
Bachelors, American Studies (Economics, Political Science, History)
1999 — 2003
Oklahoma State University
Master of Business Administration - MBA, Business Administration, Management and Operations
Boston University
Certificate, Financial Planning and Services
Skills
- Series 7
- Microsoft Excel
- Adobe Acrobat
- Investment Management
- Financial Advisory
- Fixed Income
- Investment Strategies
- Securities
- Zephyr Style Advisor
- Insurance
- Morningstar
- Career Development
- Equity Research
- Alternative Investments
- Portfolio Management
- Sales
- Series 63
- Options
- Retirement Plan Consulting
- Management
- Analysis
- Retirement Planning
- Mutual Funds
- Valuation
- Leadership
- 401k
- Collaborative Leadership
- Retirement
- Fiduciary Management
- Fiduciary
- Strategy
- Leadership Development
- Financial Analysis
- Microsoft Powerpoint
- Business Planning
- Investments
- Finance
- Fund of Funds
- Qualified Retirement Plans
- Equities
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