Peter Petri Email and Phone Number
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Have you heard the Baystate Financial story, do you know what you're missing? Whether you're an experienced advisory or just thinking about coming into the business, let me share with you what the future could hold!Are you handcuffed by your current firm, not getting the support you were promised, just starting out, or in a career that has limited upside potential, do you want to build a financial services career with personal flexibility as well has tremendous earning potential? We are growing and looking for highly motivated individuals to join our high net-worth/private client team and help you build your own successful practice. We also work with many independent advisory on a brokerage basis, providing high-level case design, underwriting support and access to the full suite of Mass Mutual products. For individuals and business owners I offer a variety of tax efficient strategies and products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend comprehensive appropriate solutions.I am licensed to sell insurance in MA. I am licensed to sell securities in: MA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, STE 1600, Boston, MA 02210. 617-858-4500
Baystate Financial
View- Website:
- baystatefinancial.com
- Employees:
- 480
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Managing DirectorBaystate Financial Nov 2019 - PresentWakefield MaBe a Part of Something.At Baystate Financial our team is the very fabric of our firm. This is a place where bright, motivated individuals can make an impact, contributing in meaningful ways to what we are — and who we are — as a firm. Join Us.Baystate Financial is one of New England’s oldest and largest financial services firms, with over 600 employees and offices throughout the northeast. For over a century, our organization has provided a growing number individuals, families and business owners a strategy to help them achieve goals and protect these goals by making informed financial decisions.Baystate prides itself on integrity, work ethic, professionalism, and competency. The team based support maximizes individual potential and cultivates an environment where creativity can flourish. A fundamental belief in our people and their abilities continues to be the key to our success."Our philosophy is simple, we provide our clients clarity in their finances, confidence in their approach, and capability in their lives by delivering an experience second-to-none in personalized service and attention."
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Financial Services ProfessionalNylife Securities Llc Aug 2017 - Nov 2019Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
Business Development Manager - Global LogisticsJas Worldwide May 2015 - 2017Greater Boston AreaI work with companies from small start-ups to Fortune 500 companies to provide high level solutions that enhance and evolve the performance of their supply chain and global operations. Through JAS, an Italian privately held 3PL, I have the ability to bring value ranging from the simple international shipment to the most intricate global supply chain modeling and management. We bring our customers cutting edge technology and expert advice without losing the personal touch. I am a firm believer that even in this time of unprecedented technological support, direct personal customer contact is the key to any successful partnership.Areas of expertise and demonstrated success delivering premier 3PL services and cost savings:• Supply Chain Consulting• POM/ Managed TMS• Ocean Import/Export • AIR Import/Export • Customs Clearance/ Trade Compliance/ Bonds• Project Logistics• Warehousing• Marine Cargo Insurance• Domestic Trucking• IntermodalCore industries that have had measurable success include:• Perishables• Industrial Manufacturing• Consumer Goods• Sporting Goods• High Tech• Apparel• Medical Devices and Pharmaceuticals. -
Owner/Regional Sales ManagerVindrus Insurance Group/Americian Financial Network Ne Jan 2012 - Jan 2015Boston MaVindrus Insurance Group(VIG) was created to service Insurance and Financial Producers supporting both the high-end and business insurance marketplace. We are a boutique firm that for the past 15+ years have placed cases from $100 to $13,000,0000 of premium. VIG partnered with American Financial Network (AFN) in order to expand into the New England marketplace as the premiere distributor of Life, Long Term Care Insurance and Annuities in the US. AFN brings the top relationships with all of the key players in the insurance and annuity market place. Key Responsibilities-• Sales and Recruiting - Independent Life, Long Term Care, Annuities and Disability Insurance Firms.• Developed sales strategies, negotiated compensation and commission rates to maintain and grow sales in multiple channels.• Recruited 850+ independent insurance producers and firms through cold calling, referrals, seminars, multi facetted e-marketing programs and trade shows.• Analyzed complex marketing trends, relevant tax codes/legislation to grow sales and design solutions with producers in the business marketplace with concepts such as; premium financing, 412i, 419, BOLI, COLI and traditional deferred compensation. • Interfaced on a regular basis with recruited brokers to keep them abreast of market trends and product availability to facilitate new business and client retention.• Analyzed the profitability of the business to determine best practices and which market segments or customers were most viable for maximizing profitability.• Expedited, problem solved, negotiated rates and generated status reports throughout the underwriting process to ensure timely, best results.
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Owner/General ManagerNorth Shore Raiders Hockey Club Jan 2003 - Feb 2012Greater Boston AreaCreated an Elite Level hockey program for above average players with a focus on high level coaching and trainingKey Responsibilities-• Managed $650,000+ budget, building an executive team of over 25 employees to run the day to day operations, including but not limited to recruit high-level coaches and trainers to build the organization.• Expanded the program from 2 teams with 30 players to 9 teams with over 140 players.• Successfully placed numerous players in Prep School and College Programs.
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National Sales ManagerJohn Hancock Preferred Partners Insurance Group Jan 2005 - Jan 2012Greater Boston AreaLead Wholesaler and Sales Manager for a unique in house producer group with John HancockKey Responsibilities• Director of John Hancock’s in house elite producer program. • Managed staff of Sales, Compliance and Operations Departments to ensure high level, on time delivery of products, services and compensation. • Trained, created and managed execution of sales team’s strategic account plans.• Worked directly with key accounts and made joint sales calls with sales force to maintain and grow new accounts.• Designed and ran seminars on advanced intricate product design and complicated sales concepts to promote sales from new and existing producers.• Implemented a producer peer sharing and cross marketing group that met on a semiannual basis to assist producers in growing their unique practices via joint case work. • Recruited and retained top talent in order to build a strong support team.• Reported and analyzed overview of sales activity with Managing Directors on a weekly, monthly and quarterly basis.• Forecasted sales and budgetary constraints to maximize profitability and set production goals.• Consulted in product design and placement to meet current industry trends.
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Ceo/DeveloperInnovative Sports Group Beverly Sprortsplex Jan 2006 - Jan 2009Beverly MaCreated a development group to bring a multi-sports facility, The Beverly Sportsplex, to the Northshore of Boston offer indoor fields, training center and 3 ice rinks. Key responsibilities-• Initiated and developed a sports marketing group to construct a $12MM multi sportsfacility and ice rink in the city of Beverly• Researched, developed and authorized the winning proposal submitted to the city of Beverly’s RFP for the project• Created detailed P&L’s, programming and feasibility studies to build a successful business• Directed schedules, marketing, fund rising, architectural design and preliminary construction planning• Solicited bids from numerous vendor sources to build and operate the Sportsplex
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Brokerage ManagerJohn Hancock Jan 1996 - Jan 2005Greater Boston AreaCreated John Hancock's Preferred Partner Insurance platform in the Boston General Agency. We specialized in working with high-end producers and producer groups with a core focus on partnering with Broker Dealers for insurance and financial products sales to the marketplace. Key Responsibilities and Results• Grew the Brokerage department from $800K to $7.8mm.• Recruited 1,000+ B/D’s, producer Groups and independent brokers to John Hancock.• Created and was key note speaker for training seminars with a specific focus on business growth, tracking and reporting for the General Agency System in the John Hancock distribution channel.• Consistently lead the country for all John Hancock Brokerage Managers in gross premium production.• Won Mass Medical/PIAM preferred provider contract to work exclusively with Doctors in the MA marketplace.• Successfully grew core markets in the complicated business insurance and estate planning marketplaces.
Peter Petri Skills
Peter Petri Education Details
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Economics -
Nichols High School
Frequently Asked Questions about Peter Petri
What company does Peter Petri work for?
Peter Petri works for Baystate Financial
What is Peter Petri's role at the current company?
Peter Petri's current role is Managing Director at Baystate Financial.
What is Peter Petri's email address?
Peter Petri's email address is pe****@****ast.net
What is Peter Petri's direct phone number?
Peter Petri's direct phone number is +161727*****
What schools did Peter Petri attend?
Peter Petri attended St. Lawrence University, Nichols High School.
What skills is Peter Petri known for?
Peter Petri has skills like Leadership, Management, Strategic Planning, Marketing, Team Building, Negotiation, Customer Service, Insurance, Key Person Insurance, Asset Protection, Buy Sell Agreements, Business Insurance Planning.
Who are Peter Petri's colleagues?
Peter Petri's colleagues are Jamie Mcdonough Getchell, Paul Provencher, Abigale Hull Shields, Cepa®, Anat Reshef, Daniel Smith, Matt Arias, Jerry Richardson.
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peter petri
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Peter Petri
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