AP
Anne Peterson
Assistant Vice President at Orinda Asset Management
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Work Experience
Assistant Vice President
Jun 2013 - Present · 11 years and 7 months
Vice President Internal Desk Sales Manager
Jan 2010 - Jun 2013 · 3 years and 5 months
Internal Wholesaler
Jun 2005 - Dec 2009 · 4 years and 6 months
Company Details
Orinda Asset Management is an independent, privately-held asset management firm that works exclusively with financial advisors to help lower risk in client portfolios through our alternative mutual fund platform. The firm was founded by a group of seasoned investment professionals with significant experience in the financial services industry. The partners bring shared values and complementary skills, with expertise in the identification and selection of outstanding alternative investment managers, as well as in investor education, client servicing, and the distribution of specialized mutual funds. Through our platform, we provide financial advisors and their clients access to liquid alternative investment solutions which are either managed internally or through strategic investment partners.
Year Founded
2010
Social Media
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Industry
Financial Services, Retirement & Financial Planning
HQ Location
San Francisco Bay Area,West Coast,Western US
Keywords
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