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Peter Schaffer Email & Phone Number

Vice President, Investment Sales at Cetera Financial Group
Location: San Diego County, California, United States 11 work roles 3 schools
1 work email found @lpl.com 1 phone found area 206 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email p****@lpl.com
Direct phone (206) ***-****
LinkedIn Profile matched
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Current company
Cetera Financial Group
Role
Vice President, Investment Sales
Location
San Diego County, California, United States
Company size
1744 employees

Who is Peter Schaffer? Overview

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Quick answer

Peter Schaffer is listed as Vice President, Investment Sales at Cetera Financial Group, a company with 1744 employees, based in San Diego County, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 206, and a matched LinkedIn profile for Peter Schaffer.

Peter Schaffer previously worked as Board Member at Institute For Portfolio Alternatives and Vice President, Investment Sales at Avantax Wealth Management®. Peter Schaffer holds Bachelor Of Arts (Ba), Economics from University Of California, Berkeley.

Company email context

Email format at Cetera Financial Group

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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Peter Schaffer. Compare company email patterns before reaching out.

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Profile bio

About Peter Schaffer

Senior strategic leader recruited to drive corporate initiatives, restructure operations and build high customer value programs. Extensive global experience in client relations, product management, risk management and process improvement. An innovative and adaptable leader with exceptional problem-solving skills who empowers people to promote creative initiatives, build value and marketability and foster collaborative teams to enhance business growth and potential.**Nonselling/Administrative Only: Does not work with members of the general public or present/discuss investments, investment strategies or provide advisory services to members of the general public.

Listed skills include Alternative Investments, Investments, Mutual Funds, Asset Management, and 20 others.

Current workplace

Peter Schaffer's current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Group
Cetera Financial Group
Vice President, Investment Sales
California, United States
Website
cetera.com
Employees
1744
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Company profile
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11 roles · 31 years

Peter Schaffer work experience

A career timeline built from the work history available for this profile.

Vice President, Investment Sales

Current
Avantax Wealth Management®

Dallas, Texas, US

Lead sales and product management efforts for alternative investments, annuities, structured products, insurance and investment banking services

2022 - Present ~4 yrs 5 mos

Independent Advisory Board Member

Current
Evonexus

San Diego, California, US

  • EvoNexus is a Fintech incubator/accelerator program enabling entrepreneurs to transform ideas into commercially viable companies
  • Select, support and mentor early-stage Fintech companies and their founders
  • Subject matter expertise: financial planning, investment management, banking, payments and reporting tools
2021 - Present ~5 yrs 5 mos

Senior Vice President, Risk Management And Corporate Supervision

Lpl Financial

San Diego, CA, US

Directed the risk monitoring, governance and oversight functions for LPL’s $750 billion product platform of traded products, alternative investments, managed accounts and annuities.

2016 - 2021 ~5 yrs

Managing Director, Global Head Of Product And U.S. Business Strategy

Russell Investments

Seattle, WA, US

  • Led Russell’s global product management, planning, governance, pricing and reporting functions. Improved global product line profitability by closing, merging or repositioning funds.
  • Led U.S. advisor channel’s $45B mutual fund, ETF and separately managed account strategic direction in developing a pipeline of high-value innovations linked to growth and profitability targets
2011 - 2016 ~5 yrs

Vice President, Global Product Strategy

Franklin Templeton Investments

San Mateo, California, US

  • Rebuilt and led Franklin Templeton’s global product governance, planning and reporting unit. Directed key business changes related to sales and pricing across business units
  • Broad experience with American, Asian, European and Middle Eastern clients.
  • Advised the firm’s leadership teams on product trends, international distribution opportunities and regional pricing requirements.
2008 - 2011 ~3 yrs

Director, Institutional Retirement Marketing

Franklin Templeton Investments

San Mateo, California, US

  • Responsible for developing both institutional caliber and retail appropriate materials for the $87 billion defined contribution and variable annuity business-lines
2006 - 2008 ~2 yrs

Manager, Retirement Product Management

Franklin Templeton Investments

San Mateo, California, US

  • Oversaw an investment analytics team responsible for channel, product and platform support to institutional clients and the sales force
  • Applied investment and industry intelligence to business development, client service and revenue retention situations
2003 - 2006 ~3 yrs

Director Of Marketing

Charles Schwab

Westlake, Texas, US

  • Drove division-level marketing strategy and research for mutual fund, private equity and hedge fund businesses to the RIA channel
  • Led steering committee of senior and executive management to direct the corporate strategy for Schwab’s $200+ billion mutual fund complex
  • Aligned marketing, sales, finance and technology teams to launch a series of hedge funds, Schwab’s first on-line annuity offering and branded portfolio modeling software. Over $30 million in assets generated in first.
2000 - 2003 ~3 yrs

Associate Vice President, Business Development

Wells Fargo Investments

San Francisco, California, US

Responsible for building and managing sales and service teams. Assisted in product development, marketing and operations. Recruited, hired and managed a team of 15 internal wholesalers and 5 inbound sales professionals. External wholesaler in Pacific Northwest region

1995 - 2000 ~5 yrs
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 1744 employees →

DG Donnie Gill Hempstead Donnie Gill Hempstead Colleague at Cetera Financial GroupBoston, Massachusetts, United States, United States View → FE Freddy Edgerton Freddy Edgerton Colleague at Cetera Financial GroupGreater Birmingham, Alabama Area, United States View → JA Jesse Alijewicz Jesse Alijewicz Colleague at Cetera Financial GroupFreehold, New Jersey, United States, United States View → LC Laralyn Colestock Laralyn Colestock Colleague at Cetera Financial GroupCarlsbad, California, United States, United States View → MK Muhammad K Salman Muhammad K Salman Colleague at Cetera Financial GroupUnited States, United States View → JB Jeff Buchheister Jeff Buchheister Colleague at Cetera Financial GroupSan Diego, California, United States, United States View → GK Grant Keim Grant Keim Colleague at Cetera Financial GroupMinneapolis, Minnesota, United States, United States View → TR Todd Rosser Todd Rosser Colleague at Cetera Financial GroupEl Segundo, California, United States, United States View → NH Nathan Holmes Nathan Holmes Colleague at Cetera Financial GroupSan Diego County, California, United States, United States View → AJ Arielle Jaffe Arielle Jaffe Colleague at Cetera Financial GroupMiami-Fort Lauderdale Area, United States, United States View →
3 education records

Peter Schaffer education

Bachelor Of Arts (Ba), Economics

University Of California, Berkeley

Mba, Finance

University Of San Francisco School Of Management

Certified Regulatory And Compliance Professional

Georgetown University Mcdonough School Of Business
FAQ

Frequently asked questions about Peter Schaffer

Quick answers generated from the profile data available on this page.

What company does Peter Schaffer work for?

Peter Schaffer works for Cetera Financial Group.

What is Peter Schaffer's role at Cetera Financial Group?

Peter Schaffer is listed as Vice President, Investment Sales at Cetera Financial Group.

What is Peter Schaffer's email address?

AeroLeads has found 1 work email signal at @lpl.com for Peter Schaffer at Cetera Financial Group.

What is Peter Schaffer's phone number?

AeroLeads has found 1 phone signal(s) with area code 206 for Peter Schaffer at Cetera Financial Group.

Where is Peter Schaffer based?

Peter Schaffer is based in San Diego County, California, United States while working with Cetera Financial Group.

What companies has Peter Schaffer worked for?

Peter Schaffer has worked for Cetera Financial Group, Institute For Portfolio Alternatives, Avantax Wealth Management®, Evonexus, and Lpl Financial.

Who are Peter Schaffer's colleagues at Cetera Financial Group?

Peter Schaffer's colleagues at Cetera Financial Group include Donnie Gill Hempstead, Freddy Edgerton, Jesse Alijewicz, Laralyn Colestock, and Muhammad K Salman.

How can I contact Peter Schaffer?

You can use AeroLeads to view verified contact signals for Peter Schaffer at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Peter Schaffer attend?

Peter Schaffer holds Bachelor Of Arts (Ba), Economics from University Of California, Berkeley.

What skills is Peter Schaffer known for?

Peter Schaffer is listed with skills including Alternative Investments, Investments, Mutual Funds, Asset Management, Investment Strategies, Product Management, Business Strategy, and Wealth Management.

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