The first generation of financial planners rarely started out as financial planners; most were initially insurance agents or stockbrokers in …read more
Source:: Nerd’s Eye View
The first generation of financial planners rarely started out as financial planners; most were initially insurance agents or stockbrokers in …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.