Bio
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Topline AI
Peter Lucier is a seasoned financial expert with 13 years of experience as Chief Financial Officer at Vision Improvement Services, Inc., where he has overseen strategic financial planning, portfolio management, and wealth management. Previously, he served as CEO at Strategic Wealth Management, Inc. from 1997 to 2006, delivering exceptional results in investment management and retirement planning.
A holder of a Bachelor's degree in Commerce from Rider University (1968), Lucier has honed his skills in accounting, financial planning, and investments. He is proficient in mutual funds, portfolio management, and analysis, with a strong background in strategic financial planning.
With expertise spanning multiple industries, Lucier brings a unique perspective to the table, leveraging his extensive experience to drive business growth and success.
Experience
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CFO
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Jan 2011 - Present
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CEO
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Jul 1997 - Aug 2006
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Education
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1968 - 1969Rider University
Suggested Services
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Industry Focus. “Financial Services”
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