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Joshua Peters's
email & phone

Current Position:

Financial Advisor, Integrator at Invst

Experience:

24 years

Location:

Carmel, Indiana, United States

How to contact Joshua Peters

emailp**********a@invst.com
phone+1-***-***-2103
LinkedIn
GitHub
X
Instagram

Work Experience

Financial Advisor, Integrator at Invst

Jul 2021 - Current

Senior Portfolio Manager at Boston Mountain Money Management, Inc.

Mar 2019 - Oct 2020

President at Cephas Fiduciary Investments

Aug 2017 - Mar 2019

Portfolio Manager at Cloud Capital, LLC

Nov 2010 - Dec 2018

Managing Partner at Peters Family Financial

Mar 2009 - Nov 2010

Ropes Course Facilitator at ChallengeQuest

Apr 2009 - Sep 2010

Event Coordinator - Norman Oklahoma Concert at Mormon Tabernacle Choir Summer Concert Tour

Jan 2009 - Jun 2009

Financial Advisor at Merrill Lynch

Mar 2007 - Dec 2008

National Account Executive at OfficeMax

Apr 2005 - Apr 2007

Executive Director - Student Leadership Seminar at Brigham Young University

Apr 2001 - Jun 2002

Education

Master of Business Administration - MBA at Oklahoma State University

Bachelors at Brigham Young University

Certificate at Boston University

Current Company Information Invst

Name: Invst

Speciality: Wealth Management, Investments, Asset Protection, Retirement Planning, Estate Planning, Tax Planning, Private Equity, Corporate Financial Wellness, Family Office

Location: Indianapolis, Indiana, United States

Employees: 100-200

Description: When it comes to your financial life, there is no one-size-fits-all solution. Most people are overwhelmed by conflicting advice from financial institutions, media, and even friends...

Frequently Asked Questions

What is Joshua Peters's minimum period of employment in the companies?

Joshua Peters's minimum period of employment in various companies is 5 months.

What is Joshua Peters's average duration of employment for different companies?

On average, Joshua Peters works for one company for 2 years 2 months

What industries has Joshua Peters worked in?

Joshua Peters works in the Financial Services. Previously, Joshua Peters worked in the Real Estate, and Retail, and Higher Education.

What positions has Joshua Peters held before?

Previously, Joshua Peters worked as a Senior Portfolio Manager, and President, and Portfolio Manager, and Managing Partner, and Ropes Course Facilitator.

How do I contact Joshua Peters?

Joshua Peters's email address is p**********a@invst.com, phone number is +1-***-***-2103. Sign up to get contact details.
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Joshua Peters Namesakes

Name
Company
Position
J
IT Analyst II - Cadence and Prelude Support
J
Director, Associates and Training Programs
J
Cintas Canada
Key Account Manager
J
Hambleton Galleries
Owner
J
Principal Software Engineer | Solution Architect
J
Director Of Operations
J
Byron P Steele II High School
Assistant Principal High School
J
Financial Advisor

Other employees at Invst

Name
Company
Position
E
Insurance Operations Manager
E
Financial Advisor
E
Personal CFO and Investment & Retirement Solutions Manager
G
Personal CFO / Advisor
J
Financial Advisor
A
Investment Operations Specialist
P
Private Equity Analyst
N
Advisor Services Manager
A
Certified Financial Planner
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