Deals & People
CPI Appoints Senior Manager for Internal Sales Department
<p> </p><p>CPI Qualified
Plan Consultants Inc. named Peter Wesner as the senior manager for the
internal sales department. </p>
<p> </p>
Reported by Tara Cantore
Wesner has been with CPI’s sales and marketing department since 2004, starting with the internal sales team before serving as the retirement plan consultant in CPI’s Kansas City, Missouri, office.
He holds a bachelor’s degree in business administration from Sterling College.
CPI President Jon Prescott commented, “Pete has done an outstanding job working with CPI’s strategic broker/dealer and wirehouse relationships—relationships he will continue to manage. His understanding of the broker/dealer environment and experience working with financial advisers give him a real advantage and unique perspective with the internal sales team.”