GERALD C. PETERSON
EDUCATION
BBA, Accounting, (Honors)
University of Wisconsin, at Madison
CURRENT LICENSES
Wisconsin Certified Public Accountant
Florida Mortgage Loan Officer
Wisconsin Mortgage Loan Officer (inactive)
PRESENT POSITIONS
Loan Officer, Specializing in Reverse Mortgage Loans (HECM) NMLS #252319
Founder, Emeritus Director and Organizer, Capitol Bank, Madison, WI
Owner, Gerald C Peterson Investments, land and senior housing development, options trading
President and CEO, Equity Access Funding LLC
PRIOR EXPERIENCE
Supply Sergeant, US Army 6.5 years active, Europe USA and the Middle East
Managing General Partner, Housing Partners II Ltd Partnership
Managing General Partner, Shelter Associates
Managing General Partner, SPW Associates
(above 3 partnerships owned/managed approx. 450 senior housing units)
Owner, Milton Meadows (20 units of senior housing)
Owner, Juneau Meadows (16 units of senior housing)
Co-founder, Director, Envoy Medical Corp. (www.envoymedical.com)
Owner, Treasurer, CFO Community Care Alternatives, Inc. (owned 3 Alzheimer Group
Homes)
Co-owner, Dickens Travel Agency (Wife managed business 21 years)
Controller, Madsen Development Corporation
Treasurer and CFO, Alkar Engineering Corporation (manufacturing)
Tax Manager, Regional CPA firm
Auditor, Regional CPA firm
Loan Officer, Fairway Independent Mortgage Corp, 9 years
Loan Officer, Bank of England, 3 years
Loan Officer, Reverse Mortgage Funding LLC