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Todd Peters Location
Charlotte, NC, US
Todd Peters Work
President @ Peters Retirement Strategies LLC (August 2026 - Present)
Vice President - Communications and Engagement Services @ (January 2020 - March 2026)
Senior Director Product Marketing @ (August 2011 - January 2020)
Director and Senior Manager Roles @ (November 1996 - July 2011)
Senior Director - Institutional Sales and Offer Marketing @ (August 2011 - January 2020)
Director - Product Management @ (January 2010 - July 2011)
Sr. Product and Service Development Manager @ (March 2005 - January 2010)
Sr. Relationship Manager @ (May 1999 - February 2005)
Participant Services @ (November 1996 - April 1999)
Development Consultant @ (January 1995 - January 1996)
Todd Peters Education
University of Louisiana Monroe
BBA (Marketing)
1991-1995
Todd Peters Skills
Strategy
Financial Services
Series 7
Retirement
Series 63
Business Planning
Retirement Planning
Relationship Management
Internal Communications
Marketing Strategy
Marketing Communications
401k
Marketing
Product Marketing
Program Management
Social Media
Research
Public Speaking
JavaScript
Customer Service
Todd Peters Summary
Todd Peters, based in Charlotte, NC, US, is currently a President at Peters Retirement Strategies LLC. Todd Peters brings experience from previous roles at TIAA and Fidelity Investments. Todd Peters holds a 1991 - 1995 BBA in Marketing @ University of Louisiana Monroe. With a robust skill set that includes Strategy, Financial Services, Series 7, Retirement, Series 63 and more. Todd Peters has 1 emails and 2 mobile phone numbers on RocketReach.
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