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Peter Casale
Peter Casale
Senior Vice President - Investments | Wells Fargo Advisors
New Jersey, United States
Peter Casale
Summary
Peter Casale is a seasoned financial expert with over 30 years of experience in the financial services industry, specializing in comprehensive investment planning and wealth management. Currently serving as Senior Vice President of Investments at Wells Fargo Advisors, he focuses on high net worth clients, including entrepreneurs and corporate executives. Peter's career trajectory showcases his adaptability and commitment to client-centric financial solutions, having worked with prestigious firms like Morgan Stanley and Credit Suisse. He holds an MBA in Finance from NYU's Stern School of Business and a BA in Economics from the University of Massachusetts, Amherst. His approach integrates trust and estate planning, tailored portfolio management, and corporate financing strategies. Peter's extensive background equips him to navigate complex financial landscapes, making him a valuable asset to his clients and organization.
Peter Casale
Work Experience
Senior Vice President - Investments at
Wells Fargo Advisors
September 2014 - Present
Senior Vice President - Wealth Management, Financial Advisor at
Morgan Stanley
April 2002 - September 2014
Peter Casale
Education
University of Massachusetts Amherst, Ba
January 1970 - January 1970
New York University - Leonard N. Stern School of Business, Mba
January 1970 - January 1970
Garden City High School, High School Diploma
January 1970 - January 1970
Frequently Asked Questions about Peter Casale
What is Peter Casale email address?
Peter Casale's primary email address is ************@wfadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Peter Casale work for?
Peter Casale is a Senior Vice President - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Peter Casale graduated from?
Peter Casale holds a degree in Economics from University of Massachusetts Amherst.
How can I directly contact Peter Casale?
To contact Peter Casale directly, you can use the email address ************@wfadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Peter Casale?
Peter Casale is a seasoned financial expert with over 30 years of experience in the financial services industry, specializing in comprehensive investment planning and wealth management. Currently serving as Senior Vice President of Investments at Wells Fargo Advisors, he focuses on high net worth clients, including entrepreneurs and corporate executives. Peter's career trajectory showcases his adaptability and commitment to client-centric financial solutions, having worked with prestigious firms like Morgan Stanley and Credit Suisse. He holds an MBA in Finance from NYU's Stern School of Business and a BA in Economics from the University of Massachusetts, Amherst. His approach integrates trust and estate planning, tailored portfolio management, and corporate financing strategies. Peter's extensive background equips him to navigate complex financial landscapes, making him a valuable asset to his clients and organization.
Peter`s contact details
************@wfadvisors.com
************@mssb.com
************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG