Since 2020, Leo Crcâ Peters has been working in Exchangeright Real Estate situated 182, 182. This professional is an experienced Senior Vice President with over 18 years of work experience. According to Leo's resume and work profile, this professional has worked at more than 12 places with diverse backgrounds and gained different skills. Leo attended school at the The University of Texas at Austin from 1990 to 1994. This professional has professional certification in Certified Investment Management Analyst (Cima®) and Certified Retirement Counselor (Crc®). Leo Crcâ Peters can be found in Charlotte, North Carolina – where this person is currently located. You can search for their email address and number. We can also provide you with detailed contact information upon request.
Name variants:
Leon Peters,
Lee Peters
Last updated Jun 03, 2024
Contact Information
Workplace
Senior Vice President
Pasadena, CA
Industry
Real Estate, Acquire Opwn Hold Sell & Dispose of An U, Real Estate Agent/Manager
Colleagues
Work History
Senior Vice President
1055 east Colorado Blvd, Pasadena, CA 91106
from Feb 2020
Regional Vice President - Preferred Capital Securities
3284 Northside Pkwy northwest, Atlanta, GA 30327
Regional Vice President (wholesaler) calling on Independent channel firms advisors and registered investment advisors in the Texas and Oklahoma areas representing Preferred Capital Securitie...
from Mar 2017
Regional Vice President and Wholesaler - Retirement Solutions Division
700 Newport Center Dr, Newport Beach, CA 92660
I have been in the financial services industry for 19 years and bring a broad background of experience, having worked in both asset management and on the insurance-solutions sides of the bus...
Feb 1, 2014 — Dec 2016
Regional Vice President and Wholesaler - Annuities, All Channels
300 north Meridian St SUITE 1800, Indianapolis, IN 46204
Regional Vice President (wholesaler) calling on Wirehouse, Independent and Bank channel firms and advisors in the SE Texas area representing Forethought/Global Atlantic annuity solutions
Aug 2013 — Feb 2014
Regional Vice President and Wholesaler - Wirehouse Channel
Newark, NJ
Regional Vice President (wholesaler) calling on Wirehouse channel firms and advisors in the SE Texas area representing Prudential annuity solutions
Jan 2013 — Aug 2013
Director and Vice President - Subadvisory Wholesaler
1345 Avenue Of The Americas, New York, NY 10105
Director/Vice President Subadvisory Wholesaler calling on partner Insurance Company annuity wholesalers in a multi-state and multi-channel capacity. Delivered guidance and updates on the All...
Nov 2004 — Dec 2012
Regional Sales Director, Institutional Wholesaler - Institutional and Alliance Sales Division
1555 Peachtree St, Atlanta, GA 30309
Regional Sales Director/Institutional Wholesaler calling on partner Insurance Company annuity wholesalers in a multi-state and multi-channel capacity. Delivered guidance and updates on the A...
Jul 2003 — Oct 2004
Regional Sales Consultant - Institutional Retirement Division
1555 Peachtree St, Atlanta, GA 30309
Managed Northeast regional territory consisting of twelve states. Worked with field wholesalers and key sales offices from over 15 partner relationships whose firms provide retirement planni...
Jan 2002 — Jun 2003
Registered Investment Advisor Specialist à  - Independent Financial Advisor Division
1555 Peachtree St, Atlanta, GA 30309
Developed start-up group based on a new AIM initiative focusing on fee-only registered investment advisors. One of only three specialists initially involved in this project. Managed a region...
Oct 1999 — Dec 2001
Internal Wholesaler - Independent Financial Advisor Division
1555 Peachtree St, Atlanta, GA 30309
Internal wholesaler calling on Independent channel firms and advisors in the state of GA representing AIM Investments mutual fund solutions
Jul 1998 — Sep 1999
Internal Wholesaler - Broker Dealer Division
Internal wholesaler calling on Wirehouse channel firms and advisors in the states of IN and OH representing Van Kampen American Capital mutual fund and UIT solutions
Jan 1997 — Jul 1998
Investor Service Representative and Mentor
Assisted customers with account questions and provided all pertinent investment and portfolio information. Selected to be a Mentor to new Investor Service Representative hires. Trained new h...
Jul 1995 — Dec 1996
Education
1990 — 1994
Occupations
Executive
Senior Vice President
Accountant
Finance and Accounting Specialist
Regional Vice President
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Asset Allocation
Fixed Annuities
Financial Services
Retirement
Series 63
Wealth Management
Retirement Planning
Mutual Funds
Variable Annuities
Asset Management
Alternative Investments
Financial Advisory
Series 6
401K
Investments
Annuities
Securities
Series 7
Etfs
Portfolio Management
Long Term Care
Investment Strategies
Financial Planning
Investment Advisory
Sales
Insurance