Mark Peterson

Managing Director, Wealth Strategies Advisor @Bank Of America Private Bank

Los Angeles, CA, US
MOBILE NUMBERS
+14•••••••28

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WORK HISTORY

Apr 2022 — Present

Managing Director, Wealth Strategies Advisor @Bank Of America Private Bank

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EDUCATION

1993 — 1998

California State Polytechnic University-Pomona

B.S., International Business

N/A

Golden Gate University

M.S., Financial Planning

SKILLS

InvestmentsInsuranceHigh Net Worth IndividualsFinanceRetirementStrategic Financial PlanningAsset AllocationRetirement PlanningTaxWealth Management ServicesWealthFinancial Planners

ABOUT MARK PETERSON

Specialties: Financial Planning, individual income tax preparation and planning

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