Financial planning software has changed substantially over the years, from its roots in demonstrating why a client might “need” certain …read more
Source:: Nerd’s Eye View
Financial planning software has changed substantially over the years, from its roots in demonstrating why a client might “need” certain …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.