Peter spent the majority of his career at Charles Schwab, having held a number of senior management positions in his 23 years with the company. From 2017 to 2024, Peter was the CFO of Charles Schwab, where he led the company’s treasury and controller functions, as well as Corporate Strategy, Corporate Development, FP&A, Investor Relations, Vendor Management, and Corporate Real Estate. During this time, he supported the acquisition, integration and conversion of former TD Ameritrade clients to Charles Schwab, which marked the largest integration in the history of the investment brokerage industry. Over the course of his tenure, during which Charles Schwab’s client assets grew from under $1 trillion to over $10 trillion, Peter held increasing levels of responsibility for a wide range of businesses and product lines, including product management and strategy for Schwab Funds, and management of Schwab’s cash products, core client segment offerings, fixed income offering and third-party investment platforms. He also served as chief of staff to Chairman Charles Schwab. Peter joined Charles Schwab in 2001 after serving at McKinsey & Company, where he was an engagement manager in the Washington, D.C., San Francisco, Sao Paulo and Hong Kong offices. Peter earned a bachelor’s degree from Yale University and an MBA from the Stanford Graduate School of Business.