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Wally Peterson |
Strategic Partner
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Address: |
2816 SE Baypoint Drive
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Vancouver |
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WA |
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98683 |
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E-mail: |
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Telephone: |
507-238-2100 |
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Fax: |
507-238-9993 |
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Mobile Phone Number: |
360-601-6516 |
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Information: |
Wally is a managing partner for Distribution Systems, Inc., a business consulting and sales management firm that is a Strategic Partner of IFC. Wally and DSI brings in a great compliment of offerings and services to IFC National Marketing, including: Performance Coaching, Marketing Tools and third party money manager/portfolio manager/advisor services. Wally is a specialist in the distribution phase of retirement planning.
Wally lives in Vancouver, WA. He has more than 25 years of financial services marketing and sales experience with Aid Association for Lutherans, Thrivent Financial Services and Fiserv ISS. Wally held several positions including sales representation, General Agent and Managing Partner and national leadership and responsibility for the entire sales force.
Wally not only brings a wealth of marketing, sales and sales management experience he brings a quality insight into the broker dealer, insurance and RIA marketplaces.
Wally enjoys golf, fishing and racquetball, when he is not spending time with his family and grandkids. He and his wife Charlotte are very proud of their three sons, two of which are in the insurance/financial services field as well.
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