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Lisa Peters


Advisor/Principal at Private Ocean
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Lisa Peters's Contact Information

Email (work) ******* privateocean.com
LinkedIn URL linkedin.com/in/lisacen -cdfa™-sor
Tel. (Company) +1 415-526-XXXX
Company Private Ocean
Residence United States, Washington, Seattle
Last updated 2021-09-08
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Directors provide strategic vision, leadership, planning and direction with regards to the organization's operations.
Other job titles include Chief Executive Officer (CEO) and President.
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Career Opportunities at Private Ocean

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Lisa Peters's current details

Current Title
Advisor/Principal
Type of Role
Director
 just 3% from United States work as a Director
Job functions
Consulting
Job Seniority
Higher Management
  8% from United States are employed in Higher Management
Current Industry
Financial Serviccen soredcen sor edcensored censoredc
Location
United States, Washington, Seattle
Experience (tracked since 2006)
▪ c ensore experience at Private Ocean
▪ c ensore experience as Advisor/Principal
Work-life tracked since 2006
Lisa Peters had a total of X different roles since 2006
Skills & Expertise
▪ Asset Allocation
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    9 more skills ...


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Company "Private Ocean"

Company name
Private Ocean
Company size
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Year Founded
2009
Website
http://www.privateocean.com
Linkedin Profile
https://linkedin.com/company/privatcen alth-manasor
Industrial Field
Financial Services, Banking, and Investment Solutions
Headquarter
United States, California, San Rafael
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Private Ocean

Lisa Peters's Work History
data available since 2006

  • 2018 (6 months)
    Private Ocean
    United States
    Advisor/Principal
    Financial Services, Banking, and Investment Solutions
    Private Ocean
    https://linkedin.com/company/private-ocean-wealth-management
  • 20XX (3+ censo)
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    https://linkedin.com/company/lakcen inansor
  • 20XX (7+ censo)
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    https://linkedin.com/company/lakecen ncial-sor
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Lisa Peters's Professional Experience


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Lisa Peters's Education

  • 19XX - 19XX - Northeastern censoredce
    BA, Finacen sor edcensoredcen soredcen
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Frequently asked questions

What company does Lisa Peters work for?
Lisa Peters is working for Private Ocean
What is Lisa Peters's title at Private Ocean?
Lisa's title is , Advisor/Principal
What is Lisa Peters's Seniority at Private Ocean?
Lisa Peters has been with Private Ocean for 6 months and is in Higher Management
For how long is Lisa Peters working as a Advisor/Principal?
Lisa Peters has 6 months experience as Advisor/Principal.
What are Lisa Peters's functions as a Advisor/Principal ?
Lisa Peters is responsible for Consulting, censoredce
What is Lisa Peters's company phone number?
Lisa Peters's company phone number is +1 415-526-****
What is Lisa Peters's email contact?
Lisa Peters's email address is *******@privateocean.com
Which education does Lisa Peters have?
Lisa Peters has a Master degree from Ncensoredcen soredcenso.

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