Peter Sharpe

Peter Sharpe has over 25 years of experience in the financial services sector, currently serving as an Operations Specialist at PlanMember Financial Corporation since 2006. Peter has held various roles within the company, including Transitions and Employer Groups Manager, where responsibilities included managing the onboarding process for financial advisors and developing communication protocols. As a National Recruiter, Peter successfully attracted qualified investment representatives through various outreach strategies. Prior experience includes positions at Bank of America, Wells Fargo Advisors, Santa Barbara Bank & Trust, and California Federal Bank, where skills in client service, investment operations, and account management were honed.