Peter T. Tourville, Next Level Planning & Wealth Management (an office of MetLife), Investment Specialist, Financial Services Representative
Name: Peter T. Tourville
Company: Next Level Planning & Wealth Management (an office of MetLife)
Title: Investment Specialist, Financial Services Representative
What’s New at Your Company? "Our parent company, MetLife, is formalizing a process that we have done for years, on-site corporate financial education. We educate employees on different financial topics, wrapping in existing benefits currently offered to the employee as well as strategies beyond the scope of a benefits package."
What are the most interesting issues you work with clients on? "Everything about this business is interesting me. We have divided roles in our organization allowing us to specialize in a chosen field. I have worked in my chosen field for 15 years yet I am constantly learning. I look at the world from the top down and leave the number crunching to analysts as that does not excite me. I try to set a investment strategy based upon where we are going but learn from where have been and mistakes we have made. We are committed to helping clients build, manage, maintain and transfer wealth, so interesting today is navigating the ocean of financial fallout."
What has been the most difficult or challenging project you’ve been involved with? "The most difficult project was the starting over after leaving our former firm. After what I refer to as a nasty divorce from our former firm we found ourselves rebuilding a firm rather than expanding it. The end did justify the means but I spent a lot of time questioning the decision. To get through it like any difficult period we simply went back to basics and with the systems and procedures we have in place we were able to work our way back. It was a miserable experience but we are better because of it."
What has been the funniest moment of your career? "The funniest is how I started. I had tried to be a broker and failed but did not want to give up on the dream. I was living in San Francisco working at a major brokerage firm for about two years as a assistant for three brokers. The Managing Director of the local branch invited me to lunch one Friday at the local broker bar the Royal Exchange. When we got there he explained that was my last meal as an employee of the firm as he was firing me. Perplexed, I ask what I had done wrong, he said nothing he was simply doing it for my own good. His words, ‘I refuse to do nothing while someone wastes their talent’. (also some of the best advice I’ve gotten) He followed the comment by telling I could stay only if I came to work on Monday and started in the training program. The rest as they say is history."