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Peter Schaffer

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Peter Schaffer

Board Member | EvoNexus

California, United States

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Peter Schaffer

Summary

Peter Schaffer is a seasoned Fintech Advisor with extensive experience in driving corporate strategy, client growth, and product innovation within the financial services industry. He has a proven track record of leading high-value initiatives that enhance customer retention and streamline operations. With a strong background in alternative investments and risk management, Peter is known for his innovative approach and exceptional problem-solving abilities. He has held senior leadership roles in various organizations, mentoring early-stage Fintech companies and influencing strategic direction across global markets. Peter's academic credentials include an MBA in Finance and a BA in Economics from prestigious institutions. He is passionate about empowering teams and fostering collaboration to achieve business growth.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Peter Schaffer

Work Experience

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Board Member at

Institute for Portfolio Alternatives

January 2024 - Present

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Vice President, Investment Sales at

Avantax

January 2022 - Present

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Independent Advisory Board Member at

EvoNexus

January 2021 - Present

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Senior Vice President, Risk Management and Corporate Supervision at

LPL Financial

January 2016 - January 2021

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Managing Director, Global Head of Product and U.S. Business Strategy at

Russell Investments

January 2011 - January 2016

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Vice President, Global Product Strategy at

Franklin Resources, Inc.

January 2008 - January 2011

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Director, Institutional Retirement Marketing at

Franklin Resources, Inc.

January 2006 - January 2008

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Manager, Retirement Product Management at

Franklin Resources, Inc.

January 2003 - January 2006

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Director of Marketing at

Charles Schwab

January 2000 - January 2003

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Associate Vice President, Business Development at

Wells Fargo & Company

January 1995 - January 2000

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Peter Schaffer

Education

University of California, Berkeley, Bachelor Of Arts (Ba)

Georgetown University McDonough School of Business, Certified Regulatory And Compliance Professional

Frequently Asked Questions about Peter Schaffer

What is Peter Schaffer email address?

Peter Schaffer's primary email address is *****@ipa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Schaffer work for?

Peter Schaffer is a Board Member at EvoNexus, a company specializing in Real estate agents & managers.

Where Peter Schaffer graduated from?

Peter Schaffer holds a degree in Economics from University of California, Berkeley.

How can I directly contact Peter Schaffer?

To contact Peter Schaffer directly, you can use the email address *****@ipa.com. Complete contact information is available upon registration with Muraena.

Who is Peter Schaffer?

Peter Schaffer is a seasoned Fintech Advisor with extensive experience in driving corporate strategy, client growth, and product innovation within the financial services industry. He has a proven track record of leading high-value initiatives that enhance customer retention and streamline operations. With a strong background in alternative investments and risk management, Peter is known for his innovative approach and exceptional problem-solving abilities. He has held senior leadership roles in various organizations, mentoring early-stage Fintech companies and influencing strategic direction across global markets. Peter's academic credentials include an MBA in Finance and a BA in Economics from prestigious institutions. He is passionate about empowering teams and fostering collaboration to achieve business growth.

Peter`s contact details

mail

*****@ipa.com

**************@avantax.com

Colleagues

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Richard Kurtz

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