Pete Bolton has a diverse work experience in the financial industry, with roles at various companies. Pete is currently working at Vestwell as the VP of FP&A, starting in June 2023. Prior to that, they served as the Director of FP&A at Vestwell from January 2022 to June 2023. Before joining Vestwell, Pete worked at Prudential Financial, where they held multiple positions, including Business Intelligence Director, Data Analytics Director, and FP&A Director from 2015 to 2022. Pete also participated in Prudential's Finance & Strategy MBA Rotational Program as a CFO Associate. Earlier in their career, Pete worked at Bloomberg LP as a Senior Financial Analyst and at Morgan Stanley in various FP&A roles within Global Wealth Management.
Pete Bolton obtained a Bachelor's degree in Finance from Penn State University in 2005. Later, they pursued an MBA in Economics at NYU Stern School of Business, completing it in 2015.
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