Peter Cassell is an accomplished professional with extensive experience in both financial services and operational management. Currently serving as the Director of Professional Services at AdvancedMD since November 2014, Peter specializes in developing onboarding and continuing education programs while managing offshore teams. Previous roles include Senior Manager of Professional Services, where focus was on implementation operations and medical billing in a cloud-based software environment, and Financial Representative at Morgan Stanley, where effective multitasking and client instruction on financial tools were key responsibilities. Prior experience includes positions at Merrill Lynch Wealth Management, Apex Logistics, and England Logistics, showcasing a strong background in document management, business development, and sales. Peter holds a Bachelor of Arts in Communications from the University of Utah.
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