For its entire history, financial planning has been about sitting down across from clients, face-to-face, and talking them through solutions …read more
Source:: Nerd’s Eye View
For its entire history, financial planning has been about sitting down across from clients, face-to-face, and talking them through solutions …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.