Pete Kloeppel

Pete is an accomplished financial performance and analysis executive with the proven ability to interface with and improve competencies across all levels of an organization. His 18+ years of experience includes financial performance and reporting, managing business units, operations, problem solving to correct organizational challenges, optimizing resource allocation and creating/refining processes to monitor and measure financial results.

Pete previously served as SVP of Operations, Business Intelligence and Financial Reporting for Capital Guardian Wealth Management, Director of Performance Management at TMX Finance and for 12 years as the SVP, Director of Business Strategy and Reporting for Wells Fargo Advisors Financial Network. He started his career in the financial services industry as a Registered Representative with New England Securities.

Pete is currently working towards his CPA certification*, he received an MBA, with a concentration in Finance, from Virginia Tech, a BA in Economics and Business from Virginia Military Institute. Pete served for 6 years as an Infantryman in the Virginia Army National Guard, and is a 2010 graduate of the Securities Industry Institute program at University of Pennsylvania's Wharton School of Business.

*Raymond James Financial Services Inc. does not provide tax advice.