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Peter A Casale
Peter A Casale
Vice President - Private Wealth Management, Financial Advisor | Wells Fargo Advisors
New Jersey, United States
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.
Peter A Casale
Work Experience
Senior Vice President - Investments at
Wells Fargo Advisors
September 2014 - Present
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
************@wellsfargoadvisors.com
************@wfadvisors.com
Colleagues
First Vice President
Senior Financial Consultant
Sales Representative
Registered Sales Assistant
Registered Representative, District Manager
Senior Vice-President
Trust Investment Officer
Financial Advisor
Financial Advisor, Managing Director-Investments
Vice Presidents, Investments