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Executive at Windy Financial
Experience
- Almond Board of CaliforniaChief Financial Officercurrent2021 — presentModesto, California, United States
- The Annuity Store/TruChoice Financial GroupChief Financial Officer/Director of Finance & Operationscurrent2009 — presentSacramento, California
- Corporate & Endowment Solutions, Inc.Director of Operations2007 — 2009Sacramento, California, United States
- National Educational ServicesOwner/CEO2004 — 2007Sacramento, California, United States
- Broadridge Financial SolutionsDirector Of Operations2001 — 2004
- U.S. BankManager of Trust Accounting & Mutual Fund Operations1995 — 2001St Louis, Missouri, United States
- ADPSenior Financial Analyst1990 — 1995Hoffman Estates, Illinois, United States
Skills & more
Executive ManagementRecruitingAccountingGeneral ReportingCreative Problem SolvingFinancial ModelingTeam LeadershipStrategic PlanningInformation TechnologyData Mining
- Insurance Agent (Health, Property, Casualty) — California Department of Insurance
- Series 63 — FINRA
From Brian's professional profile.
Frequently asked questions
- Who is Brian Peterson?
- Executive Officer, Director at Windy Financial
- Where does Brian Peterson work?
- Brian Peterson is Executive at Windy Financial.
- Where did Brian Peterson go to school?
- Brian Peterson studied at DePaul University (Bachelor's degree, Accounting); Saint Louis University (Master of Business Administration - MBA, Finance, General).
Same school
Also attended DePaul University138
Liz WesthouseHead of Community & Partnerships, Rise of the Rest at RevolutionDave HuttenAdvisor at CincyTechErika BoldenOperations Manager at Two Bear CapitalJason FelgerPartner at Jump CapitalChloe BierutCommunity & Events Manager at Energize VenturesMichael PalankInvestor at MaC Venture Capital
+ 132 more
Also attended Saint Louis University63
Hemal PatelManaging Director at Marlin Equity PartnersRachel SubasicDirector of Platform at Rally Ventures Management, LlcKristin RosbergVice President, Talent at Five Elms CapitalAndrew DearingGeneral Partner at Cultivation CapitalJoe KaiserSenior Investment Advisor at Mercato PartnersTom BittingManaging Director at Advantage Capital Partners
+ 57 more
Shared employers
Also worked at Almond Board of California1
Also worked at Broadridge Financial Solutions17
Akash KalagaraAnalyst, Business Development at Five Elms CapitalChaya (Frost) SaltzmanInvestor at Maccabee VenturesRekha SampathInvestor at Walnut Venture AssociatesBen SunCo-founder & Investment Committee at Taiwan Global AngelsDavid FowleHead Of Data, AI & Automation at ResonanceElizabeth RamachandranVenture Partner at National Grid Partners
+ 11 more
Also worked at U.S. Bank65
Jonathan BavaroAccounting Manager at Founder CollectiveIan WalkerPartner at Bow CapitalMinh LeManaging Director at Service Provider CapitalHenry BrodieOperating Partner & COO at 1kxTom BittingManaging Director at Advantage Capital PartnersAnthony BillingsSenior Vice President at Advantage Capital Partners
+ 59 more
Also worked at ADP108
Brian BrackeenGeneral Partner at Lightship CapitalSamantha MartinezBrand Associate at CAVU Consumer PartnersPaul MelchiorreOperating Partner at StripesMcKenna PaulsonDirector, Marketing & Administrative Operations at RRE VenturesEric BregandOperational Partner at Astanor VenturesNathan HarrisChief Operating Officer at Aura Group
+ 102 more