Bob, a CERTIFIED FINANCIAL PLANNER professional, serves as the Operations Director of Peak Financial Management.
Bob joined Peak with over 25 years of financial services experience. He is responsible for coordinating the day-to-day operations needs of the firm’s valued clients, such as completing custodial applications and related documentation, processing deposits and withdrawals, third party billing, required minimum distributions, and the myriad of other tasks required to facilitate a high level of client service in concert with industry regulations. Bob works closely with Peak’s custodians to ensure the accurate and timely processing of client requests and coordinates firm wide projects aimed toward making Peak more effective at its mission.
Prior to his current position, Bob was employed for many years in investment operations for Bank of New York Mellon. During his time with BNY, Bob developed training and standard operating procedures for derivatives accounting and 5500 processing. He also participated in many firm initiatives designed to automate and streamline company processes and protocols while acting as a liaison and critical resource for an accounting group of over 500 professionals.
After earning his CFP® designation, Bob expanded his focus to include financial planning and worked as a financial advisor for AXA Equitable and Santander Bank over an eight year period. He concentrated on closely held businesses and high net worth clients while serving as a subject matter expert for those firms in the areas of life and disability insurance.
Bob holds a Bachelor’s degree from Merrimack College, and also completed the Program for Financial Planning offered by that institution.
Bob enjoys skiing, going to the beach, and spending quality time with his family. He is avid Boston Bruins fan.