Peter assists the Company’s Senior Management, as well as the Product, Operations, and Systems Staff, in a variety of areas, including the establishment of uniform processing procedures and audit controls for the OpsSourcing service model. This includes reviewing and documenting workflows to develop standard operating procedures and enhancements and participating in staff development. He also assists in pre- and post-conversion planning for clients, troubleshoot trust-compliance related matters, and assisting in solving customer questions and issues as needed.
Peter has over four decades of financial operations experience, in both Retail Banking and Trust. Peter’s experience in the Trust area includes: Trust Accounting, Trust Tax, Trust Administration, Trust Audit, Trust Operations, and Trust Compliance. Prior to joining the Fi-Tek/Rockit team, he was Trust Operations Manager & Managing Director at New York Private Trust Company. Prior to that, Peter was the Chief Operations Officer at UBS Trust Company in NYC and held management positions at Citibank, N.A., Smith Barney Private Trust Company and other major financial institutions. While at Fidelity Union Bank, now Wells Fargo, Peter participated in all of that bank’s major acquisitions and associated systems conversions of trust departments from the late 1980’s and into the mid 1990’s.