VP Investment Sales, Avantax Wealth Management
Peter is a senior strategic leader in financial services with diverse experience in directing global product development, operations, risk management, process improvement, client growth and retention functions. An innovative and adaptable leader, he led corporate initiatives at Fortune 500 companies to restructure operations, build high customer value programs and identify strategic growth opportunities.
Peter is currently the VP, Investment Sales at Avantax Wealth Management. Prior, Peter directed the risk monitoring, governance and oversight functions for LPL Financial’s $750 billion product platform of traded products, alternative investments, managed accounts and annuities. In this role he launched product, technology and service programs focused on attracting and retaining a client base of over 17,000 financial advisors.
Prior to LPL, Peter was a Managing Director and the Global Head of Product at Russell Investments. He was responsible for overall global product strategy, development and management for a $250 billion product-line of mutual funds, separate accounts and model portfolios.
Peter has held a variety of leadership positions in business development, marketing, corporate strategy and product management at Franklin Templeton Investments, Charles Schwab and Wells Fargo Bank. Additionally, he was a mentor to fintech start-ups at an incubator program in Seattle, WA.
Peter holds a B.A. in economics from the University of California at Berkeley and a M.B.A from the University of San Francisco. In addition to FINRA licenses 7, 24 and 63, Peter holds the Certified Regulatory and Compliance Professional designation from Georgetown University.