Wealth management – a combination of investment management and holistic financial planning advice, typically for affluent clientele – has become …read more
Source:: Nerd’s Eye View
Wealth management – a combination of investment management and holistic financial planning advice, typically for affluent clientele – has become …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.