Pete has spent more than 25 years working at the crossroads of finance and technology. Prior to founding Evati, Pete was the Senior Vice President of Client Experience Technology at Charles Schwab & Co., and was responsible for the technology teams that built and maintained Schwab’s primary retail facing websites as well as their retail mobile applications, and the client facing retail trading applications. Pete has worked at a broad range of financial institutions including his role as the EVP of Application Development for optionsXpress, where he was a key member of the company’s executive management team. He received his Master’s Degree from the Kellogg School of Management at Northwestern with a focus in finance, and he received an undergraduate degree in economics from the University of Virginia. In addition to being a regular contributor to the Inspire blog (www.evati.com/inspire), Pete is an active advocate for helping people to improve their financial fitness. He is a passionate believer that finance and technology, when used together properly, can help us all get more financially fit, and he is dedicated to developing the Evati App (www.evati.com) to achieve this goal.