Location Austin, Texas, United States Regions Southern US Gender Male
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Pete brings a 12-year career in the financial services industry, working as a financial planner then a platform consultant for financial advisors across the country. He has a unique blend of institutional industry knowledge and understanding of the many ways to provide financial advice to clients, which informs business model decisions and client
management strategy. Pete earned the Certified Financial Planner™ designation in 2012. He has a Bachelor of Arts in Economics and Business from Trinity University, and a Masters in Business Administration from the University of Texas McCombs School of Business.
