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Wholesaler Briefcase contracts with many of the investment industry's most respected consultants for product selection and product distribution.

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About our Founder:

Fresh out of Indiana University's Kelley School of Business, Peter Arethas began his career as an Assistant Stockbroker in the highly respected investment firms of Chicago's LaSalle Street.

After a slow (and I do mean slow) start to his career highlighted by countless hours of telephone prospecting for high net worth investors that didn't want to be annoyed by his weak attempts at cold calling, Pete ventured out on his own to open a book of business at a regional bank with a leading financial advisory firm.

That move proved wise and led to a career path from Financial Advisor to Investment Trainer, Investment Manager, Vice President, External Wholesaler and President of a Boutique Broker-Dealer.

Along the way, Pete earned his MBA in Financial Analysis from DePaul University's Kellstadt Graduate School of Business, which annually is ranked as one of the Top 10 Part-MBA Programs by US News and World Report. While at DePaul, he received the highly coveted John N. Nicholson Academic Fellowship for both the 2004-5 and 2005-6 school years and graduated "With Distinction" in the top 10% of his class.

Pete also has presented to many of the most respected organizations in the financial services industry including: Bank of America, J.P. Morgan Chase, LaSalle Bank, LPL Financial, TCF Bank and Wells Fargo.

He can be reached at: This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Linked In profile: Peter Arethas