Peter Roulet
Financial Planner at Aikoa Wealth | Los Angeles, California, United States
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Financial Planner at Aikoa Wealth in July 2024 to Present
Financial Advisor at Thrivent in July 2023 to July 2024
Owner and Operator at Peak 5 Fitness in January 2010 to July 2023
Master Trainer: Professional Development and Business Leadership at Kaiser Permanente in January 2009 to June 2023
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Skilled Multi-tasker
Lead Generation
Computer Literacy
Banking
Securities
Consultative Selling
Uniform Combined State Law
Financial Services
Series 7
Defining Requirements
Relationship Building
Sales Management
Sales
Sales Prospecting
Easily Adaptable
New Business Development
FINRA
Independent Financial Advice
Investment Advisory Services
Financial Analysis
Personal Finance
Retirement Planning
Sales Processes
Leadership
Strategy
Recruiting
Marketing
Administration
Teamwork
Team Building
Supervisory Skills
Coaching
Communication
Management
Facilitation
Accountability
Mediation
Project Management
Design
Business Process
Budgeting
Planning
Business Operations
Strategic Planning
Business Expansion
Branding
Risk Management
Program Administration
Website Building
Writing
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What is Peter Roulet email address?
Email Peter Roulet at [email protected]. This email is the most updated Peter Roulet's email found in 2026.
How to contact Peter Roulet?
To contact Peter Roulet send an email to [email protected].
What company does Peter Roulet work for?
Peter Roulet works for Aikoa Wealth
What is Peter Roulet's role at Aikoa Wealth?
Peter Roulet is Financial Planner
What is Peter Roulet's Phone Number?
Peter Roulet's phone (213) ***-*174
Peter Roulet Email Addresses
Peter Roulet Phone Numbers
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