To establish and maintain relationships with advisors and clients
Pinnacle Financial, an insurance and benefits consulting firms, has appointed Richard Vasquez as vice president, private client relations and business development.
In his new role, Mr Vasquez will focus primarily on establishing and maintaining relationships with advisors and clients in need of the company’s insurance consulting services relating to wealth transfer planning.
Prior to joining Pinnacle, Mr Vasquez was managing partner at Thomas Brady & Associates. Prior to this, he served as president and owner of The Vasquez Group, a California-based firm.
Michael Mingolelli, CEO of Pinnacle Financial, said: “We are very pleased that Richard has agreed to join the Pinnacle team: he has a proven record of developing strategic relationships and creating optimal results for clients. He possesses a wealth of experience and expertise in dealing with advisors, affluent families and executives, and his clients will benefit greatly from Pinnacle’s sophisticated and robust advice and services.”