As the world of financial planning evolves, so too does the technology that supports it. And in the coming years, …read more
Source:: Nerd’s Eye View
As the world of financial planning evolves, so too does the technology that supports it. And in the coming years, …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.