Historically, financial advisors were primarily salespeople. Their role was to sell the insurance or investment products of their companies, and …read more
Source:: Nerd’s Eye View
Historically, financial advisors were primarily salespeople. Their role was to sell the insurance or investment products of their companies, and …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.