Being able to communicate effectively with clients is an essential skill for a financial advisor. Yet the reality is that …read more
Source:: Nerd’s Eye View
Being able to communicate effectively with clients is an essential skill for a financial advisor. Yet the reality is that …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.