Carefull Announces Pete Schiller Joins as Vice President of Customer Success

Schiller brings more than 25 years of experience leading organizations to record levels of sales, quality, employee and customer service excellence.

New York, Sept. 7, 2023 – Carefull, the financial safety service for seniors and those who support them, announced today that Pete Schiller, former head of operations at Haven Technologies (HITPS LLC), is joining as the company’s first vice president of customer success to lead the management of Carefull's partner accounts. Carefull partners with banks, credit unions and wealth management firms to provide their customers and clients with a safe money-monitoring platform that helps older adults maintain financial independence while providing peace of mind to the family members who help with their finances.

“At this point in the company’s growth, we are beyond thrilled to have Pete anchor the Carefull experience for our financial institution partners,” said Todd Rovak, Carefull co-CEO and co-founder. “Pete knows our industry, our stage, and our ambition and is poised to help us scale to meet the pent-up demand for these protections.”?

Schiller will oversee the onboarding of bank, credit union and wealth management partners and support their adoption of Carefull's proprietary AI technology. As a Lean Six Sigma Black Belt, he brings more than 25 years of experience in innovating, designing and implementing client onboarding processes, workflows, new technologies and measurement systems that drive dramatic performance results.?

“This is such a sweet spot in terms of what I’ve done,” Schiller said.?

In addition to his professional acumen supporting clients and customers, Pete has first-hand experience supporting his aging parents with their finances – which is why Carefull’s mission to support older adults and their family caregivers through its comprehensive financial safety platform resonated with him. “I’m passionate about the product,” he said.?

And Schiller said he is thrilled to be part of what he called a “best in class” team that is dedicated to a common purpose. By working closely with the Carefull team, he plans to scale up the onboarding process to meet the growing demand for the Carefull service.

About Carefull

Carefull is an all-in-one financial safety service that organizes and protects everyday finances of older adults and helps support the 45 million U.S. financial caregivers managing the daily finances of an older loved one. Carefull's technology integrates senior-specific financial monitoring, identity theft protection, password and document management, a trusted contacts system and how-to content, replacing the ad hoc paper pile, spreadsheets, bill stack and hold music that today greets older adults looking to maintain financial independence as they age and their loved ones who step in to help. Founded in 2019, Carefull believes that creating safer, smarter family financial protections isn't only about money. It's about relentlessly simplifying the awkward tangle that happens when money and family come together. For more information, visit www.getcarefull.com.