Wealth Management Platform Development Coordinator - Strategic Retirement Solutions
Peter joined Commonwealth in October 2019 as an operations support associate in the Service Center. Where he was promoted to operations support specialist in June 2020, then operations support specialist 2 in November 2021. He fielded a broad range of operational inquiries in order to provide an indispensable, one-stop-shop to advisors and their staff. In April 2022, he transitioned to Wealth Management as a wealth management platform development coordinator. In this role, he assists in supporting, collaborating, and coordinating wealth management projects and initiatives across departments. Supporting new and existing products, platforms, strategies, projects, and collateral material, all designed to align with Commonwealth’s mission and to enhance the advisor-client experience. Peter holds his SIE exam and earned his bachelor’s degree in Finance from the University of New Hampshire. In his free time, he enjoys going to the gym, watching baseball and football, and spending time with his friends and family. He also plays baseball, football, and golf.