Directory

>

Peter Casale

avatar

Peter Casale

Senior Vice President - Investments | Wells Fargo Advisors

New Jersey, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Peter Casale

Work Experience

company logo

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

Logos provided by Logo.dev

Peter Casale

Education

University of Massachusetts Amherst, Ba

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

mail

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

************@mssb.com

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

Colleagues

avatar
Crpc Nick Giorgio

First Vice President - Investments

avatar
Nick Johnson

Financial Advisor, Vice President - Branch Manager

avatar
Cfp Nick Sondgeroth

Managing Director-Investments

Ryan Lenahan

Managing Director-Branch Manager at Wells Fargo Advisors

avatar
Ryan Flurie Cfp

Managing Director-Investments - Abeles Flurie Wealth Management Group

avatar
Ryan Maglio

Vice President, Lead Business Growth Strategy Consultant

avatar
Ryan Moon

Executive Director, Compliance Senior Manager

Ryan Pelhank

Vice President, Senior Compliance Specialist

avatar
Cfp Ryan Johnson

Financial Advisor, Managing Director-Investment Officer

Saleem Sattar

Vice President, BP&CG

View Contact details (it's free)
Request Profile Removal