Welcome back to the sixteenth episode of the Financial Advisor Success podcast!
Our guest this week is Deena Katz, the co-chairwoman …read more
Source:: Nerd’s Eye View
Welcome back to the sixteenth episode of the Financial Advisor Success podcast!
Our guest this week is Deena Katz, the co-chairwoman …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.