Even with today’s technology tools, an individual financial advisor can only handle “so many” client relationships, until it’s just too …read more
Source:: Nerd’s Eye View
Even with today’s technology tools, an individual financial advisor can only handle “so many” client relationships, until it’s just too …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.