Pete is an accomplished financial performance and analysis executive with the proven ability to interface with and improve competencies across all levels of an organization. His 18+ years of experience includes financial performance and reporting, managing business units, operations, problem solving to correct organizational challenges, optimizing resource allocation and creating/refining processes to monitor and measure financial results.
Pete previously served as SVP of Operations, Business Intelligence and Financial Reporting for Capital Guardian Wealth Management, Director of Performance Management at TMX Finance and for 12 years as the SVP, Director of Business Strategy and Reporting for Wells Fargo Advisors Financial Network. He started his career in the financial services industry as a Registered Representative with New England Securities.
Pete is currently working towards his CPA certification*, he received an MBA, with a concentration in Finance, from Virginia Tech, a BA in Economics and Business from Virginia Military Institute. Pete served for 6 years as an Infantryman in the Virginia Army National Guard, and is a 2010 graduate of the Securities Industry Institute program at University of Pennsylvania's Wharton School of Business.
*Raymond James Financial Services Inc. does not provide tax advice.
I grew up in Sarasota, Florida and although I miss the time I spent on the beach throughout my childhood, I love the opportunities that Boston offers. Growing up in a small family as an only child allowed me to have a close relationship with my parents. Despite the miles between us today, we are fortunate to remain a tight-knit family and I try to visit whenever possible.
From my time growing up on the beach to the present, remaining active has always been a priority in my life. I enjoy golfing, running, rock climbing and hiking. I’m lucky that I get to experience the opportunities that Boston and New England provides alongside my girlfriend, Katie.
Katie is a Cardiac Step Down Intensive Care Unit nurse. After college, we moved to Austin for my first position. I admire her work ethic as she has been able to grow in her career, regardless of our location.
When we’re not at work, Katie and I are outdoor enthusiasts and enjoy exploring new places to break out of our routine every so often.