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Peter Lahaie profile image

Peter Lahaie

Senior Vice President at Simplicity Financial Marketing
Intro Book
Seasoned finance expert with strategic financial planning and management experience.
  • Claim this Profile
Location
Miami, Florida, United States, US
Languages
  • English -
Skills
  • Strategic Financial Planning
  • Strategy
  • Mergers And Acquisitions
  • Forecasting
  • Financial Reporting
  • Show all
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Bio

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Peter Lahaie is a seasoned finance professional with extensive experience in strategic financial planning, mergers and acquisitions, and financial modeling. He has held senior leadership positions at prominent companies, including Simplicity Financial Marketing, MassMutual: MML Investors Services, Inc (MMLISI), Fidelity Investments Institutional Services Company, Inc. (FIIS), and PwC (previously Coopers & Lybrand). He holds a degree in Business Administration from Suffolk University and is a certified public accountant.

Credentials

  • Certified Public Accountant
    Florida Department of Business and Professional Regulation
    Jul, 2020
    - Jun, 2026
  • Real Estate Sales Associate
    State of Florida
    Apr, 2019
    - Jun, 2026
  • Certified Public Accountant
    Commonwealth of Massachusetts
  • Chartered Advisor for Senior Living
    The American College of Financial Services
  • Chartered Financial Consultant
    The American College of Financial Services
  • Chartered Life Underwriter
    The American College of Financial Services
  • FINRA Series 7, 24, 27 and 66 licenses
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Simplicity Financial Marketing
    • Senior Vice President
      • Feb 2018 - Jan 2019

    • Chief Financial Officer
      • Feb 2011 - Feb 2018

      Direct all financial functions for Simplicity Financial Marketing (previously known as Futurity First Financial Corporation), including seven subsidiary companies, a broker/dealer, and a registered investment advisor.

  • MassMutual: MML Investors Services, Inc (MMLISI)
    • Springfield, Massachusetts Area
    • Vice President, Chief Financial Officer and Treasurer
      • Sep 2004 - Oct 2009
      • Springfield, Massachusetts Area

      Develop business plans, budgets and financial models. Review and approve financial and sales reporting. Financial Operations Principal (FINOP) for regulatory (FOCUS) reporting. Oversee Corporate, Systems, Treasury and Tax relationships. Control expenses and manage net capital. Improve profit...

  • Fidelity Investments Institutional Services Com...
    • VP of Finance
      • Oct 1996 - Aug 2004

      Vice President of Finance – Financial Planning and Analysis Smithfield, RIPartner with Senior Management on all significant matters impacting profitability. Provide a full range of support: manage relationships, expectations and deliverables; build and manage multi-year business plans, budget...

  • The New England: New England Securities (NES)
    • Greater Boston Area
    • VP, Chief Financial Officer and Treasurer
      • Nov 1993 - Oct 1996
      • Greater Boston Area

      Key member of senior management reporting directly to the President. Developed financial models and business strategies. Reviewed and approved financial, regulatory (FOCUS) and sales reporting. Managed treasury functions. Built budget and controlled expenses. Negotiated contracts. Improved p...

  • PwC (previously Coopers & Lybrand)
    • Greater Boston Area
    • Audit Manager
      • Nov 1983 - Nov 1993
      • Greater Boston Area

      Planned and executed all aspects of audit engagements in a variety of industries including: investment companies, banking, manufacturing, healthcare and engineering. Evaluated financial statements, annual reports and S.E.C. filings. Reviewed loan agreements, acquisition arrangements, and const...

  • Source Finance
    • Partner
      • 1988 - 1990

Education

  • 1978 - 1982
    Suffolk University - Sawyer Business School
  • 1978 - 1982
    Suffolk University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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