
Luisa Pandolfi
HR, Accounting Manager and Client Services Manager
Peak Financial Management
United States, Massachusetts, Wellesley Hills
About Me
Luisa joined the firm in 1991 as one of our first team members. Luisa is the Human Resources and Accounting Manager at Peak Financial. She oversees Peak’s general accounting operations including budgeting, reporting, developing and monitoring internal accounting controls, as well as supervising the daily internal financial operations and practices. Luisa also manages all aspects of our human resources, payroll, and employee benefits procedures and policies. Luisa also serves as a critical liaison with insurance brokers, insurance carriers, pension administrators, and other outside experts for our company. The role extends to helping clients with insurance applications, monitoring and managin
Profile Information
HR, Accounting Manager and Client Services Manager
Peak Financial Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Wellesley Hills
Massachusetts
United States
May 15, 2024
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