Pete Wheeler

Pete Wheeler Email and Phone Number

CEO at WFA Wealth Managers @ ElevateCDS
Pete Wheeler's Location
San Diego, California, United States, United States
Pete Wheeler's Contact Details
About Pete Wheeler

I am a "helper." I get great satisfaction from helping others. I AM ALWAYS GRATEFUL FOR YOUR ENDORSEMENTS AND RECOMMENDATIONS. HOWEVER, INDUSTRY REGULATION PRECLUDES ME FROM PUBLISHING ENDORSEMENTS OF MY BUSINESS SKILLS ON MY LINKEDIN PROFILE.

Pete Wheeler's Current Company Details
ElevateCDS

Elevatecds

View
CEO at WFA Wealth Managers
Pete Wheeler Work Experience Details
  • Elevatecds
    Founder And Managing Director
    Elevatecds 2001 - Present
    ElevateCDS is a cloud service providing controlled document collaboration for the financial, legal, accounting, and other professional service industries. I am the thought leader, and as a financial service professional, help others implement collaboration in their practices.
    View
  • Wfa Wealth Managers
    Ceo And Dream Development Director
    Wfa Wealth Managers Aug 1982 - Present
    San Diego, Ca, Us
    Helping our clients achieve their personal and financial dreams
    View
  • Global Practice Network
    Founder
    Global Practice Network Feb 2011 - Mar 2012
    Global Practice Network was a transition from FamilyOfficeNetwork to ElevateCDS. We added consulting services to the technology offering. Turned out the two were not a good mix.
    View
  • Familyofficenetwork
    Founder
    Familyofficenetwork Sep 2001 - Jan 2011
    San Diego, Ca, Us
    I founded FamilyOfficeNetwork based on my belief that professionals can do a better job for their clients if they collaborate. One of the inhibitors to good collaboration is the difficulty of sharing documents without loosing control. Through FamilyOfficeNetwork, we made it easy for professionals to be collaborative.
    View

Pete Wheeler Skills

Saas Asset Managment Wealth Management Small Business Investment Advisory Wealthengine Cloud Computing Sales Management Financial Services Finance Start Ups Entrepreneurship Venture Capital Business Development Strategy Asset Management Business Strategy Management Executive Management Financial Advisory

Pete Wheeler Education Details

  • University Of Arizona
    University Of Arizona
    General
  • Tucson High School
    Tucson High School

Frequently Asked Questions about Pete Wheeler

What company does Pete Wheeler work for?

Pete Wheeler works for Elevatecds

What is Pete Wheeler's role at the current company?

Pete Wheeler's current role is CEO at WFA Wealth Managers.

What is Pete Wheeler's email address?

Pete Wheeler's email address is pr****@****ost.com

What is Pete Wheeler's direct phone number?

Pete Wheeler's direct phone number is 1-619-523*****

What schools did Pete Wheeler attend?

Pete Wheeler attended University Of Arizona, Tucson High School.

What are some of Pete Wheeler's interests?

Pete Wheeler has interest in Business Development, Wealth Management Concepts, Public Speaking, Swimming.

What skills is Pete Wheeler known for?

Pete Wheeler has skills like Saas, Asset Managment, Wealth Management, Small Business, Investment Advisory, Wealthengine, Cloud Computing, Sales Management, Financial Services, Finance, Start Ups, Entrepreneurship.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.