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Peter A Casale

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Peter A Casale

Vice President - Private Wealth Management, Financial Advisor | Wells Fargo Advisors

New Jersey, United States

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Peter A Casale

Summary

Peter A Casale is a seasoned Senior Vice President at Wells Fargo Advisors, specializing in comprehensive investment planning and wealth management for high net worth individuals and families. With over 25 years of experience in the financial services industry, he has built a robust career advising entrepreneurs and senior corporate executives. Peter's educational background includes an MBA in Finance from New York University's Stern School of Business and a BA in Economics from the University of Massachusetts Amherst. His expertise spans various areas including estate planning, portfolio management, and retirement income strategies, making him a trusted advisor in the field. He has navigated through significant industry changes, having worked with major firms like Morgan Stanley and Credit Suisse before joining Wells Fargo Advisors. Peter is known for his client-centric approach and his ability to tailor financial strategies to meet unique client needs.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Peter A Casale

Work Experience

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Senior Vice President - Investments at

Wells Fargo Advisors

September 2014 - Present

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Peter A Casale

Education

New York University - Leonard N. Stern School of Business, MBA, Finance

University of Massachusetts Amherst, BA, Economics

Frequently Asked Questions about Peter A Casale

What is Peter A Casale email address?

Peter A Casale's primary email address is ************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter A Casale work for?

Peter A Casale is a Vice President - Private Wealth Management, Financial Advisor at Wells Fargo Advisors.

Where Peter A Casale graduated from?

Peter A Casale holds a degree in null from New York University - Leonard N. Stern School of Business.

How can I directly contact Peter A Casale?

To contact Peter A Casale directly, you can use the email address ************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Peter A Casale?

Peter A Casale is a seasoned Senior Vice President at Wells Fargo Advisors, specializing in comprehensive investment planning and wealth management for high net worth individuals and families. With over 25 years of experience in the financial services industry, he has built a robust career advising entrepreneurs and senior corporate executives. Peter's educational background includes an MBA in Finance from New York University's Stern School of Business and a BA in Economics from the University of Massachusetts Amherst. His expertise spans various areas including estate planning, portfolio management, and retirement income strategies, making him a trusted advisor in the field. He has navigated through significant industry changes, having worked with major firms like Morgan Stanley and Credit Suisse before joining Wells Fargo Advisors. Peter is known for his client-centric approach and his ability to tailor financial strategies to meet unique client needs.

Peter`s contact details

mail

************@wellsfargoadvisors.com

************@wfadvisors.com

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark R Waltersheide

Trust Investment Officer

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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