Whenever a financial advisor is starting a new firm – whether it is because they are breaking away to the …read more
Source:: Nerd’s Eye View
Whenever a financial advisor is starting a new firm – whether it is because they are breaking away to the …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.