

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
More profiles to browse
PT
Pran Tiku
Founder, President, Principal
JS
Jeffrey Smith
Chief Investment Officer
CG
Chris Gaffney
Vice President & Senior Wealth Advisor
Shaun Thompson
Chief Compliance Officer & Senior Wealth Advisor
You Might Like
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)