Senior Vice President, Head of Retirement Services
Pete joined Millennium Trust in 2020 as Head of Retirement Services. He is responsible for building strategic client and partner relationships as well as expanding our products and services. Pete’s extensive industry experience and diverse management background enables him to bring a wide range of solutions—and tremendous value—to help clients grow their business.
Having spent most of his career in the retirement services industry, with leadership roles at Transamerica and OneAmerica, Pete has a track record of helping recordkeepers, TPAs and other organizations innovate and grow. Most recently, he was Vice President at JarredBunch Consulting in Indianapolis, where he led the Qualified Plans Division. Pete’s diverse management background, and the many meaningful relationships he’s forged along the way, make Pete an indispensable partner to clients.
Pete holds a Bachelor of Business Administration from the University of Notre Dame Mendoza College of Business, and a Juris Doctor in Tax and Business Law from Indiana University Robert H. McKinney School of Law. He is also a Certified Public Accountant.