Pinnacle Wealth Management

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Pinnacle Wealth Management Employees

Employee
Years
Job
Industry
Byron (バイロン ボック) Bock Byron (バイロン ボック) Bock Greater Milwaukee Area Details
Byron (バイロン ボック) Bock's Pinnacle Wealth Management Experience 2005 - 2007
Job Sales and Leasing Consultant at Boucher Automotive Group
Industry Marketing and Advertising
Experience
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

Whitney Kester Whitney Kester Amarillo, Texas Area Details
Whitney Kester's Pinnacle Wealth Management Experience November 2008 - 2012
Job Financial Asst/ Insurance Agent at Professional Financial Advisors
Industry Banking
Experience
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

Fred Iacovoni, AWMA® Fred Iacovoni, AWMA® Grand Rapids, Michigan Details
Fred Iacovoni, AWMA®'s Pinnacle Wealth Management Experience December 2000 - April 2012
Job Managing Principal at Synergy Wealth Management LLC
Industry Investment Management
Experience
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

Alison Kauffman Alison Kauffman Greater Denver Area Details
Alison Kauffman's Pinnacle Wealth Management Experience August 2012 - Present
Job Director of First Impressions at Pinnacle Wealth Management
Industry Retail
Experience
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

Doug Laird Doug Laird Phoenix, Arizona Area Details
Doug Laird's Pinnacle Wealth Management Experience August 2002 - June 2009
Job Independent Consultant
Industry Management Consulting
Experience
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

Carla Kembro Carla Kembro Hendersonville, North Carolina Details
Carla Kembro's Pinnacle Wealth Management Experience December 2011 - November 2012
Job Executive Administrative Assistant at Todd Webb CPA
Industry Investment Management
Experience
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

Joe Chrisman, CPCU, CLU, ChFC, MBA Joe Chrisman, CPCU, CLU, ChFC, MBA Boulder, Colorado Details
Joe Chrisman, CPCU, CLU, ChFC, MBA's Pinnacle Wealth Management Experience May 2003 - May 2004
Job Agency Owner at Chrisman State Farm Agency
Industry Insurance
Experience
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

Pam Rosato Pam Rosato Mansfield, Ohio Area Details
Pam Rosato's Pinnacle Wealth Management Experience January 1996 - January 2005
Job Independent Contractor at Sunlark Research
Industry Research
Experience
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

Carrie Simotics Carrie Simotics Greenville, South Carolina Area Details
Carrie Simotics's Pinnacle Wealth Management Experience
Job Assistant at Pinnacle Wealth Management
Industry Financial Services
Experience
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

Skip Fendley Skip Fendley Lexington, Kentucky Area Details
Skip Fendley's Pinnacle Wealth Management Experience October 2004 - March 2007
Job Claude Reynolds Insurance Agency
Industry Insurance
Experience
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

Bob Nast Bob Nast Louisville, Kentucky Area Details
Bob Nast's Pinnacle Wealth Management Experience
Job Owner, Pinnacle Wealth Management
Industry Investment Management
Experience
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.)

Christine Hopkins Christine Hopkins Greater Chicago Area Details
Christine Hopkins's Pinnacle Wealth Management Experience April 2013 - Present
Job Client Relationship Associate at Pinnacle Wealth Management
Industry Financial Services
Experience
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