Troy Peterson - CFP®, ChFC®, RFC®, CFF, CBDA, MBA

Experience

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  Lockheed Federal Credit Union (now Logix)

  Jan 1989 - Jan 1996

  Programmer/Analyst

  •Managed organization-wide information technology projects with staff and management-level users to define project requirements, recommend & code solutions and implement systems utilizing the Structured System Development Cycle (SSDC) methodology and online analytical processing (OLAP) tools

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  Entertainment Partners

  Nov 1996 - Feb 2005

  Manager and Programmer, Software Development

  Managed staff of six programmer analysts involved in all phases of the Unified Process development lifecycle for business areas supporting 300,000 studio employees, including: timecard input, job costing, direct deposit, accounts payable/receivable, tax reporting, and pension, health & welfare processing.

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  The Riviera Society

  Feb 2005 - Dec 2013

  Trustee

  The Riviera Society is a private foundation established exclusively for the building and refurbishing of religious edifices throughout the United States. We also provide logistical support to relief efforts following natural disasters.

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  Riviera Consulting, Inc

  Feb 2005 - Jun 2009

  Chief Operating Officer

  •Provide CFO and COO services to St. Tropez Inc. with respect to original sale of the company to Lloyd's Development Capital and secondary sale to PZ Cussons•Provide a comprehensive suite of family office services including accounting, contract negotiation and lease/property management•Evaluate and recommend investment opportunities including structured products, private placements and fund-of-funds opportunities•Recommend and implement asset allocation strategies•Ensure compliance with all regulatory body reporting requirements for LLCs, S-Corps, irrevocable trusts and private foundations Show less

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  PGP WEALTH SERVICES, LLC

  Jun 2009 - now

  CEO

  Our mission at PGP is to Protect, Grow and Preserve our clients' wealth.