There are many challenges in navigating a successful advisory firm merger or acquisition, from ensuring that the firms align on …read more
Source:: Nerd’s Eye View
There are many challenges in navigating a successful advisory firm merger or acquisition, from ensuring that the firms align on …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.