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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Peter Hess
President, Mid Markets at InvestCloud

Profile

I love to travel and meet new people so my role as President of Mid Markets at InvestCloud is perfect—there’s no shortage of opportunities to enjoy both! I joined InvestCloud after many years at another company. While there, InvestCloud was our integration partner and I admired the team and the work we achieved together. Happily, I’m now part of the InvestCloud team and loving it! Life is good for me and my family in the San Francisco Bay Area; and as a frequent traveler, I welcome every opportunity to connect with clients and prospects around the country.

Agenda Sessions

  • Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences

    11:40am