Peter is a senior executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions.
Peter is located in the Eastern Region, and brings to CUNA Mutual Group his experience in the financial services industry since 1990.
As a senior executive benefits specialist, Peter works closely with credit unions to choose an approach that best supports the institution’s interests, including previously non-permissible funding solutions that expand the investment options and return characteristics from the credit union industry’s average rate of return on assets.
Previously, Peter served as vice president, multi-life sales at Lion Street where he helped business owners with executive benefits plan designs and multi-life programs for employees. Peter holds various FINRA securities registrations.
A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Although not a practicing attorney, Peter is a member of the Massachusetts Bar.