Sign In
Get Clay Free →

Suggestions

    Peter Clemson

    Senior Vice President - Digital Solutions at Advisor Group

    Peter Clemson was the Chief Digital Officer at Osaic, formerly known as Advisor Group.1 He joined the company in early 2021 as Senior Vice President of Digital Solutions, a newly created role at the time.1 Clemson was responsible for creating more efficiency and a seamless advisor workflow, including the continued development of the eQuipt platform and its collaboration technology.1

    Prior to joining Advisor Group, Clemson spent four years building and running his own technology design and consultancy firm, Evati Inc.1 Before that, he worked at Schwab for five years as an executive dealing with client-facing technology.1

    Clemson has recently left his position at Osaic to take personal time off due to his son's death last year.1 His departure, along with that of another senior executive, is considered significant as they were both highly visible within the broader advisor community.1

    Clemson holds a degree from Northwestern University's Kellogg School of Management and is based in the Greater Chicago Area.2

    Highlights

    Two Senior Executives Depart Osaic - Wealth Management

    Related Questions

    What was Peter Clemson's role at Schwab before joining Advisor Group?
    How did Peter Clemson's son's death impact his career?
    What is the eQuipt platform that Peter Clemson worked on?
    How did Peter Clemson's consultancy firm, Evati Inc., contribute to his career?
    What are the main responsibilities of the Senior Vice President of Digital Solutions at Advisor Group?
    Peter Clemson
    Peter Clemson, photo 1
    Peter Clemson, photo 2
    Get intro to Peter
    Add to my network

    Location

    Greater Chicago Area