Peter Schaffer Email and Phone Number
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Peter Schaffer personal email
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Peter Schaffer phone numbers
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.
Cetera Financial Group
View- Website:
- cetera.com
- Employees:
- 1744
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Vice President, Investment SalesCetera Financial GroupCalifornia, United States
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Board MemberInstitute For Portfolio Alternatives Jan 2024 - PresentWashington, District Of Columbia, Us -
Vice President, Investment SalesAvantax Wealth Management® 2022 - PresentDallas, Texas, UsLead sales and product management efforts for alternative investments, annuities, structured products, insurance and investment banking services -
Independent Advisory Board MemberEvonexus 2021 - PresentSan Diego, California, UsEvoNexus 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 -
Senior Vice President, Risk Management And Corporate SupervisionLpl Financial 2016 - 2021San Diego, Ca, UsDirected the risk monitoring, governance and oversight functions for LPL’s $750 billion product platform of traded products, alternative investments, managed accounts and annuities. -
Managing Director, Global Head Of Product And U.S. Business StrategyRussell Investments 2011 - 2016Seattle, 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 -
Vice President, Global Product StrategyFranklin Templeton Investments 2008 - 2011San 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. -
Director, Institutional Retirement MarketingFranklin Templeton Investments 2006 - 2008San Mateo, California, Us• Responsible for developing both institutional caliber and retail appropriate materials for the $87 billion defined contribution and variable annuity business-lines
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Manager, Retirement Product ManagementFranklin Templeton Investments 2003 - 2006San 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
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Director Of MarketingCharles Schwab 2000 - 2003Westlake, 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 year -
Associate Vice President, Business DevelopmentWells Fargo Investments 1995 - 2000San Francisco, California, UsResponsible 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
Peter Schaffer Skills
Peter Schaffer Education Details
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University Of California, BerkeleyEconomics -
University Of San Francisco School Of ManagementFinance
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Georgetown University Mcdonough School Of BusinessCertified Regulatory And Compliance Professional
Frequently Asked Questions about Peter Schaffer
What company does Peter Schaffer work for?
Peter Schaffer works for Cetera Financial Group
What is Peter Schaffer's role at the current company?
Peter Schaffer's current role is Vice President, Investment Sales.
What is Peter Schaffer's email address?
Peter Schaffer's email address is pe****@****lpl.com
What is Peter Schaffer's direct phone number?
Peter Schaffer's direct phone number is +120650*****
What schools did Peter Schaffer attend?
Peter Schaffer attended University Of California, Berkeley, University Of San Francisco School Of Management, Georgetown University Mcdonough School Of Business.
What are some of Peter Schaffer's interests?
Peter Schaffer has interest in Health, Children, Education, Economic Empowerment.
What skills is Peter Schaffer known for?
Peter Schaffer has skills like Alternative Investments, Investments, Mutual Funds, Asset Management, Investment Strategies, Product Management, Business Strategy, Wealth Management, Leadership, Etfs, Asset Managment, Product Development.
Who are Peter Schaffer's colleagues?
Peter Schaffer's colleagues are Himanshu Ocjp, Walter Rodstrom, Callie Gustafson, April Broadnex, Greg Avans, Martin Fehn, Eric Pinciss.
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