Pinnacle Wealth Management
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Pinnacle Wealth Management Employees
Boucher Buick GMC September 2014 - Present
NEW HEIGHTS SUPPLEMENTS LLC January 2012 - Present
The Starr Group April 2012 - 2013
The Auto Club Group 2011 - 2012
Liberty Mutual Group 2010 - 2011
Apprez 2007 - 2010
pinnacle wealth management 2005 - 2007
Alta Vista 2001 - 2005
Skills
Sales, New Business Development, Licensed Property &..., Team Leadership, International Relations, Negotiation, Licensed Life & Health..., B2B, Leadership, Employee Benefits, Team Building, Cold Calling, International Sales, Japanese, Training, Small Business, International Business..., Management, Customer Service, Public Speaking, Japanese business..., Social Media, Marketing, Communication, Automotive, Automotive Sales
Education
Colorado Technical University 2009 — 2013
Bachelor of Science Business Administration, International Business, 3.88
Professional Financial Advisors November 2012 - Present
Pinnacle Wealth Management November 2008 - 2012
Citizens State Bank May 2011 - November 2011
Education
Doane College 2010 — 2011
Bachelor of Arts, Liberal Arts
Kaplan 2007 — 2008
Associates of Applied Sciences, Paralegal
Synergy Wealth Management LLC April 2012 - Present
Pinnacle Wealth Management December 2000 - April 2012
Michigan Investment Group May 1997 - December 2000
American Express Financial Advisors (Ameriprise) December 1995 - May 1997
UPS June 1989 - December 1995
Skills
Fiduciary, Due Diligence, Cost Transparency, Wealth Management, Fee Based Investment..., Retirement Planning, College Education..., Financial Advisory, Asset Management, Investment Advisory, SEC, FINRA
Education
Grand Valley State University 1989 — 2005
Accounting and Finance
Coopersville High School 1986 — 1989
Pinnacle Wealth Management August 2012 - Present
Award & Sign March 2012 - August 2012
SendaPlaque.com June 2010 - August 2012
Honors Plaques May 2008 - August 2012
Award and Sign October 2007 - March 2012
Kinzli & Co Real Esatate March 2005 - August 2007
Front Range Internet October 2000 - March 2005
Skills
Customer Service, Retail, Implementing Processes, Email Marketing, Constant Contact, Coordination, Computer Maintenance, Excel, Word, Adobe Software, Corel Draw, Outlook, Drupal, Online Marketing, Google Apps, Facebook, Twitter, Purchasing, Illustrator, Social Media, Microsoft Office, Promotions, Social Media Marketing, Customer Relations, Marketing Communications, Event Planning
Education
Front Range Community College 2000 — 2002
Psychology
University of Colorado Boulder 1998 — 1999
Journalism
Thomas Jefferson 1994 — 1998
High School Diploma
Merrill Middle School 1991 — 1994
Stream Global Services December 2013 - Present
Self June 2009 - October 2013
Pinnacle Wealth Management August 2002 - June 2009
National Bank of Commerce/Wells Fargo August 1990 - February 2001
Skills
Investments, Sales Management, Management, Sales..., Customer Service, Banking, Budgets, Estate Planning, Business Development, Financial Analysis, Leadership, Management, Marketing Strategy, New Business Development, Portfolio Management, Recruiting, Retirement Planning, Sales, Risk Management, Strategic Financial..., Strategic Planning, Strategy, Time Management
Education
UNL 1982 — 1985
Bach, Business Management
Nebraska Wesleyan University 1982 — 1983
Business/Commerce, General
Todd Webb CPA November 2012 - Present
Pinnacle Wealth Management December 2011 - November 2012
Eola Capital May 2009 - April 2011
Education
Faulkner University 1999 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bogalusa High School 1981 — 1985
State Farm May 2012 - Present
State Farm Insurance May 2009 - May 2012
State Farm Insurance 2006 - 2009
State Farm Insurance 2005 - 2006
State Farm Insurance 2004 - 2005
Pinnacle Wealth Management May 2003 - May 2004
Skills
Risk Management, Insurance, Retirement Planning, Investments, Banking, Mortgage Lending, Lines Of Credit, Saving for Education, Retirement Savings, Life Insurance, Annuities, IRAs, 401k, Mutual Funds, Health Insurance, Umbrella Insurance, Business Insurance, Wealth Accumulation, Rollovers, Homeowners, Disability Insurance, Leadership, Commercial Insurance, Management, Budgets, Finance, Fixed Annuities, Strategic Financial..., Sales, Underwriting, Term Life Insurance, Estate Planning, Long-term Care, Property & Casualty..., Employee Benefits, Long Term Care Insurance, Liability, Workers Compensation, Whole Life, Legal Liability, General Insurance, Casualty, Professional Liability, Renters, Commercial Lines, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
M.S., Master of Business Administration (MBA)
The American College 2008 — 2009
Chartered Financial Consultant (ChFC), Personal Financial Planning
The American College 2006 — 2008
Chartered Life Underwriter (CLU), Life Insurance
American Institute for Chartered Property Casualty Underwriters 2005 — 2006
Chartered Property Casualty Underwriter (CPCU), Property Casualty Insurance
University of Nebraska-Lincoln 1998 — 2003
B.S., Business Administration
Sunlark Research June 2005 - Present
pinnacle wealth management January 1996 - January 2005
Consumer Credit Counseling of Central Ohio June 1990 - January 1996
Education
College for Financial Planning 1993 — 1996
Certification, Financial Planning
Pinnacle Wealth Management
Skills
Microsoft Excel, PowerPoint, Administrative..., Event Planning, Social Media, Banking, Financial Analysis, Office Management, Time Management, Public Speaking, Marketing, Public Relations, Team Leadership, Marketing Communications, Leadership, Recruiting, Teamwork
Education
University of North Carolina at Asheville
Claude Reynolds Insurance Agency Inc. January 2015 - Present
Church Mutual Insurance Company June 2008 - Present
State Farm Mutual Insurance March 2007 - June 2008
Northwestern Mutual Financial Network June 2005 - March 2007
pinnacle wealth management October 2004 - March 2007
First Baptist Church, Hendersonville NC February 1993 - October 2004
First Baptist Church February 1993 - June 2004
Green Acres Baptist Church July 1990 - February 1993
Skills
Property & Casualty..., Training, Religion, Workers Compensation, Public Speaking, Commercial Insurance, Insurance, Church Events, Risk Management, Leadership Development, Community Outreach, Coaching, Sales, Organization, Underwriting, Non-profits, Marketing, Strategic Planning, Liability, Leadership, Casualty, Budgets, Team Building, Management, Small Business, General Insurance, Professional Liability, Term Life Insurance, Employee Benefits, Claim, Umbrella Insurance, Life Insurance, Health Insurance, Commercial Lines, Long-term Care, Customer Service, Call Centers, Strategic Financial..., Cold Calling
Education
Southern Baptist Theological Seminary 1979 — 1982
M.Ed., Christian Education
Southern Baptist Theological Seminary 1979 — 1982
Master, Christian Education
Georgetown College 1973 — 1976
BA, psychology, communications
Georgetown College 1966 — 1976
Bachelor of Arts
Pinnacle Wealth Management
Education
Florida State University - College of Business
Bachelor’s Degree, Economics
University of Tennessee-Knoxville
Master of Business Administration (M.B.A.)
Pinnacle Wealth Management April 2013 - Present
Moser and Heier Financial Solutions - Royal Alliance Associates January 2006 - April 2013
Van Kampen Investments 2002 - 2003
Van Kampen Investments 2000 - 2003
Zurich Scudder Investments 1997 - 2000
Zurich Scudder Investments 1992 - 1997
Skills
Mutual Funds, 401k, Asset Allocation, Retirement Planning, Relationship Management, Alternative Investments, Securities, Customer Retention, Financial Services, Operations Management, Contract Management, Qualified Retirement..., Customer Service..., Contract Negotiation, Project Management, Microsoft Office, Sales Management, Sales&Marketing, CRM, Back Office, FundSERV, Variable Annuities, Fixed Annuities, Wealth Management, Compliance, Issue Resolution, Client Retention, Organization and Time..., DST
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Marketing And Management