Creating a financial plan starts with gathering the client data, which many advisors request by providing clients with a “data …read more
Source:: Nerd’s Eye View
Creating a financial plan starts with gathering the client data, which many advisors request by providing clients with a “data …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.