Peter has 25+ years of experience in Financial Services and Management Consulting, leading retirement plan recordkeeping, insurance and annuities, and strategic sourcing organizations. He has an extensive operational, process re-engineering, product management and compliance background and has led multiple teams in production, implementation, transformation and business readiness/adoption roles. Peter earned a BBA in Finance and Operations Management from The University of Massachusetts and an honorable discharge from the United States Marine Corps. He is an Accredited Investment Fiduciary Analyst (AIFA) and a Project Management Professional (PMP). Peter lives in Charlotte, NC with his wife Cambria and 3 children, Emma, Bella and Jack.
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