Location Chicago, Illinois, United States Regions Greater Chicago Area, Great Lakes, Midwestern US Gender Male Also Known As Pete
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Pete has spent more than 25 years working at the crossroads of finance and technology. His experience ranges from being a key member of the optionsXpress Executive Leadership team to his role as the Senior Vice President of Client Experience Technology at Charles Schwab & Co.
He founded Evati because when half of all Americans are living
paycheck-to-paycheck with no financial safety net it’s clear that the financial services industry can do a lot more for its customers. He holds a Master’s Degree in Finance from the Kellogg School of Management at Northwestern.
