Paul Peterson

Paul Peterson serves as the Head of Financial Planning Enablement at MassMutual, focusing on the strategic development of a modern financial planning platform to support affiliated financial advisors. Previously, at Facet, Paul led efforts to enhance financial planning service adoption and foster client retention through strategic partnerships and AI-driven initiatives. With extensive experience at TIAA, Paul held multiple leadership roles, driving significant growth in retirement plan services and implementing a change management team that improved operational efficiency. Paul began their career at Karpus Investment Management and Ameriprise Financial Services, excelling in portfolio analysis and financial advising. Paul holds an MBA from Suffolk University and a BA from SUNY Geneseo.