Pinnacle Advisory Group
Industry: Company
DescriptionFounded: 1993 Subsidiary: Durbin Financial Advisors, Inc.
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Pinnacle Advisory Group Employees
Demere April 2015 - Present
Recreation and Wellness Center August 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2013 - Present
Robert H. Smith School of Business, University of Maryland August 2013 - Present
Ernst & Young June 2015 - August 2015
Camden Partners February 2015 - May 2015
Robert H. Smith School of Business, University of Maryland August 2014 - May 2015
University System of Maryland Foundation (USMF) Investment Office April 2014 - August 2014
Pinnacle Advisory Group April 2013 - August 2014
Skills
Access, Research, PowerPoint, Microsoft Excel, Leadership, Teamwork
Education
University of Maryland College Park 2012 — 2016
Bachelor's Degree, Finance and Accounting
Pinnacle Advisory Group February 2012 - Present
Wischmeyer Benefit Partners June 2009 - May 2011
Erickson Retirement Communities May 2004 - May 2009
i2 Technologies January 2001 - October 2003
Absolute Solutions, LLC 1998 - 2001
Bristol Hotels and Resorts-Harvey Hotel-DFW 1995 - 1998
Bank One Corporation (Texas and Arizona) 1988 - 1995
Harvey Hotel-Addison 1986 - 1988
Skills
Process Improvement, Management, Marketing Strategy, Sales, Analysis, Negotiation, New Business Development, Benefits Administration, Trade Shows, Start-ups, Strategic Planning, Strategy
Education
Texas Tech University 1982 — 1986
Art Institute of Dallas 1984 — 1985
Associate Degree
401 Advisor, LLC October 2010 - Present
Geyer Wealth Concepts 2010 - 2013
Pinnacle Advisory Group December 1992 - October 2010
Phoenix Life Insurance Co./WS Griffith Securities Inc. 1992 - 2004
The Equitable Life Assurance Society of The United States June 1980 - November 1992
Skills
Strategic Financial..., Retirement Planning, Leadership, Investment Strategies, Finance, Management, Financial Services, Economic Development, Retirement, Financial Development, Investment Strategy, Lifestyle Protection, Estate Organization, Circle of Wealth, Private Reserve Strategy, Sales Leader, Client Presentations, Territory Expansion
Education
The American College
Chartered Life Underwriter (CLU) / Chartered Financial Consultant (ChFC), Insurance, Investments, Economics, Estate Planning, Business Planning, Tax Planning
Miami University
Business, Finance, Accounting, Marketing, Economics, History, Education
University of Toledo
Business, Finance, Accounting, Marketing
Pinnacle Advisory Group April 2014 - Present
BB&T June 2012 - March 2014
Durbin Financial Advisors, Inc. May 2011 - June 2012
Durbin Financial Advisors, Inc. May 2005 - June 2012
Baltimore Collegetown Network May 2004 - August 2004
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Risk Management, Credit, Strategy, Personal Finance, Estate Planning, Cash Management, Public Speaking, Event Planning
Education
University of Maryland College Park 2001 — 2005
BA, Spanish
University of Maryland College Park 2001 — 2005
Citation, Business Administration
The Bryn Mawr School
T. Rowe Price June 2014 - Present
PepsiCo - Gatorade June 2013 - August 2013
Theta Chi Fraternity December 2011 - December 2012
Pinnacle Advisory Group August 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Bloomberg, Microsoft Word, SharePoint, Finance, Golf, MS Excel Pivot Tables, VBA, V Lookups, Excel models, Competitive Analysis, SAP, Event Planning, Public Speaking, Social Media
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration, Finance major, with Financial Analysis concentration
Sofiac, Inc. November 2012 - Present
Comm-Tronics, Inc. January 2014 - May 2015
Anne Arundel Workforce Development Corp. September 2010 - January 2014
Anne Arundel Workforce Development Corp. March 2010 - August 2010
Anne Arundel County Public Schools October 2009 - June 2010
Pinnacle Advisory Group December 2007 - July 2009
COMANCO, Inc. September 1998 - November 2007
Maryland Business Ventures January 1989 - November 2007
COMANCO, Inc. June 1988 - August 1998
Skills
Strategy, Management, Program Management, Human Resources, Business Development, Contract Management, Account Management, Project Planning, Budgets, Marketing Strategy, Staff Development, Process Improvement, Strategic Planning, Relationship Management, P&L Management, Business Strategy, Operating Budgets, Project Management, Marketing, Policy, Community Outreach, Service Management, Salesforce.com..., Capital Budgeting, Leading Meetings, Systems Analysis, Family Business, Strategic Partnerships, Team Leadership
Education
University of Maryland University College 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Maryland University College 2001 — 2004
Master’s Degree, Management & Management Information Systems, 3.84
Washington and Lee University 1984 — 1988
Bachelor’s Degree, History, European and East Asian
Arundel High School 1980 — 1984
High School
Palladium Group, Inc January 2014 - Present
ESM Software Group, Inc. January 2013 - Present
National Housing Trust September 2013 - December 2013
Drug Policy Alliance August 2013 - December 2013
Tufts University Information Technology September 2012 - December 2012
National Housing and Rehabilitation Association May 2012 - July 2012
Boston Chinatown Neighborhood Center January 2011 - May 2011
Pinnacle Advisory Group December 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, HTML, Corel Draw, Blogging
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), American Studies and Chinese, Cum Laude
Zhejiang University 2011 — 2011
Pinnacle Advisory Group September 1996 - Present
Skills
Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Asset Allocation, Estate Planning, Asset Management, Retirement Income..., Insurance Planning, Saving for Education, Personal Finance
Education
University of Florida 1983 — 1985
MBA, General Business, Finance & Marketing
Penn State University 1976 — 1980
BS, Chemistry
College of Financial Planning - Denver
CFP, Financial Planning
Trumbower Financial Advisors, LLC February 2005 - Present
Pinnacle Advisory Group February 1995 - January 2005
Skills
Asset Allocation, Credit Management, Wealth Management, Financial Advisory, Mutual Funds, Portfolio Management, Investment Strategies
Education
CFA Institute
University of Maryland Baltimore County 1990 — 1994
Bachelor of Arts (BA), Economics
Pinnacle Advisor Solutions August 2015 - Present
Pinnacle Advisory Group January 2012 - July 2015
Pinnacle Advisory Group December 2009 - December 2011
Horan Capital Management November 2007 - December 2008
Berman McAleer, Inc. April 2006 - November 2007
Legg Mason February 2005 - March 2006
Skills
Relationship Management, Business Development, Product Development, Relationship Building, Sales, Salesforce.com, Sales Presentations, Retail Sales, Public Speaking
Education
McDaniel College 1998 — 2003
Bachelor of Arts (B.A.), History
Hereford High School 1994 — 1998
Pinnacle Advisor Solutions January 2011 - Present
Pinnacle Advisory Group 1993 - Present
Education
Towson University 1975 — 1979
Bachelor's Degree, Finance, General
Hilton Worldwide December 2014 - Present
Hilton Worldwide July 2014 - December 2014
Pinnacle Advisory Group September 2013 - May 2014
Starwood Hotels & Resorts Worldwide, Inc. June 2013 - August 2013
InterContinental Hotel March 2013 - May 2013
Boston University Study Abroad January 2013 - May 2013
Holiday Inn Express Madison Square Garden December 2012 - January 2013
Boston University September 2012 - December 2012
Hersha Hospitality May 2012 - August 2012
Skills
Accounting, Mathematics, Statistics, Calculus, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Teamwork, Management, Research, Public Speaking, Hospitality, Hotels, Hospitality Management, Social Media
Education
Boston University 2010 — 2014
Hospitality Administration/Management
Staples High School 2006 — 2010
Florida Atlantic University - College of Business, Hospitality Management Program August 2014 - Present
Florida International University, Chaplin School of Hospitality & Tourism Management 2012 - August 2014
Pinnacle Advisory Group 2003 - August 2012
Florida International University - Chaplin School of Hospitality and Tourism 2005 - 2012
The Inn at HighView - Andover, VT 1990 - 2003
Pannell Kerr Forster 1981 - 1991
Laventhol & Horwath 1976 - 1981
Skills
Hotels, Hospitality, Resorts, Hospitality Industry, Hospitality Management, Tourism, Yield Management, Hotel Management, Restaurants, Customer Service, Front Office, Revenue Analysis, Rooms Division, Menu Development, Lodging, Marketing, Event Planning, Banquets, Catering, Food Service, Sales, Micros, Food & Beverage, Leisure, Pre-opening, Strategic Planning, Management, Property Management..., Restaurant Management, Spa, Feasibility Studies, Event Management, Public Relations, Culinary Skills, Meeting Planning, Wine, Opera, Luxury, Food, Time Management, Cost Control, Customer Satisfaction, Food Safety
Education
Florida International University 2011 — 2012
Master of Science - Hospitality, Hospitality and Tourism
Cornell University - School of Hotel Administration 1972 — 1976
Bachelor of Science (B.S.), Hotel Administration, 3.8 (w/Distinction)
Amazon 2012 - Present
Avanade (Accenture/Microsoft joint venture) September 2009 - July 2012
Avanade (Accenture/Microsoft joint venture) November 2006 - September 2009
Resolute Solutions Corp. November 2004 - October 2006
Hewlett-Packard September 2003 - November 2004
translations.com (TransPerfect global group) November 1999 - July 2002
TransPerfect January 1996 - November 1999
Pinnacle Advisory Group March 1994 - November 1996
Pinnacle Advisory Group February 1993 - February 1994
Hospitality Valuation Services June 1992 - February 1993
Skills
Enterprise Software, Enterprise Architecture, Strategy, Cross-functional Team..., CRM, Software Development, Business Process, IT Strategy, Consulting, Cloud Computing, SaaS, Agile Project Management, Business Analysis, Program Management, ERP, Business Process..., Solution Architecture, Agile Methodologies, Business Process..., Information Technology, Start-ups, Data Center, Business Strategy, Software Project..., Integration, Vendor Management, Outsourcing, Requirements Analysis, SDLC, SOA, Professional Services, SharePoint, Product Management, Project Portfolio..., IT Management, Business Intelligence, ITIL, Financials, HRIT, Financial Technology, Payment Systems, Data Warehousing, Big Data, IT Operations, IT Service Management, Global Delivery, Financial Systems, Oracle ERP, PeopleSoft, Kronos
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Strategy
Cornell University 1988 — 1992
BS, Highest Disctinction
Trasatti Wealth Planning, LLC 2004 - Present
Pinnacle Advisory Group April 2012 - December 2012
Levin Group 2005 - 2006
Legg Mason 2000 - 2004
PricewaterhouseCoopers 1994 - 2000
Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Financial Advisory, Wealth, Personal Finance, Strategic Financial..., Wealth Management..., Financial Services
Education
James Madison University 1990 — 1994
BBA, Accounting
Pinnacle Advisor Solutions October 2010 - Present
Pinnacle Advisory Group 1993 - Present
Skills
Financial Planning,, Strategic Consulting, Succession Planning, Investment Management, Aquisition
Education
Elon University - Martha and Spencer Love School of Business 1972 — 1976
ba, Business, Economics
FreeAssociation February 2014 - Present
FreeAssociation August 2013 - February 2014
FreeAssociation May 2011 - July 2013
FreeAssociation May 2010 - April 2011
Jones Lang LaSalle July 2008 - May 2010
Pinnacle Advisory Group June 2007 - August 2007
Sonesta Hotels June 2006 - August 2006
Skills
User Interface Design, Financial Modeling, Digital Strategy, Analytics, User Experience, Product Management, Digital Marketing, Digital Media, Start-ups, User Research, Customer Experience, Service Design, Agile Methodologies, Content Strategy, Strategy, Mobile Applications, Web Analytics, Concept Development, Market Research, Usability Testing, Branding, Business Strategy, User-centered Design, User Experience Design, Business Development, Brand Development, Project Management, Interaction Design
Education
Cornell University 2004 — 2008
BS, Hotel Administration
LW Hospitality Advisors LLC February 2014 - Present
Pinnacle Advisory Group, Inc. February 2012 - February 2014
Pinnacle Advisory Group January 2008 - February 2012
Boston University September 2010 - December 2011
Starwood Hotels & Resorts Worldwide, Inc. 2007 - 2007
Starwood Hotels & Resorts Worldwide, Inc. 2005 - 2006
Skills
Due Diligence, Asset Managment, Asset Management, Feasibility Studies, Finance, Accounting, Hotels, Appraisals, Valuation, Real Estate, Real Estate Economics, Real Estate Development, Financial Modeling, Mergers & Acquisitions, Investments, Financial Analysis
Education
Boston University
Bachelors, Hospitality Administration, Business Administration
The Appraisal Institute
MAI, Real Estate
Pinnacle Advisory Group 2015 - Present
The Enrichment Group, A Pinnacle Advisory Group, Inc. Company March 2012 - Present
Skills
Strategic Financial..., Personal Financial..., Retirement Planning, Estate Planning, Life Planning, Financial Transitions, Widows, Sudden Money, Writing, Holistic Financial..., QuickBooks, Public Speaking, Social Media, Microsoft Office
Education
University of Miami 2011 — 2012
Certificate in Financial Planning
University of West Florida 1988 — 1990
Master of Business Administration (MBA.), Finance
University of West Florida 1984 — 1987
Bachelor of Arts (B.A.), Finance
Pinnacle Advisory Group
Skills
Strategic Planning, Management, Leadership, Sales, Team Building
Education
Ohio University 1994 — 1999
Bachelors, History
Goodbites September 2015 - Present
Envisage Advisors September 2014 - August 2015
JPMorgan Chase June 2014 - August 2014
California Cinema Investments, dba Cinepolis USA January 2012 - June 2014
Morgan Stanley Smith Barney November 2009 - August 2011
BNP Paribas November 2008 - November 2009
Lehman Brothers September 2007 - November 2008
Pinnacle Advisory Group September 2006 - May 2007
Smith Barney June 2006 - August 2006
Skills
Sales, Business Development, Operations, Personal Finance, Cash Flow Forecasting, Customer Relations, Yelp Client Service, Problem Solving, Purchasing Management, Account Management, Financial Analysis, Operating Budgets, Fundraising, Supplier Negotiation, Accounting, Financial Advisory, Microsoft Excel, MS Excel Pivot Tables, V Lookups, QuickBooks, Strategic Planning, Customer Service, Strategic Financial..., Portfolio Management, Leadership, Investments, Financial Markets, Management, Corporate Finance, Asset Allocation, Finance, Financial Modeling, Wealth Management, Financial Services, Purchase Management, Risk Management, Equities, Valuation, Banking, Emerging Markets, Time Management, Investment Banking, Bloomberg, Economics, ERP, Hyperion Planning, Private Equity, Capital Markets
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
B.S., International Business
Lynbrook High School
Horter Investment Management, LLC August 2015 - Present
IFN / Ohio National Financial Services January 2014 - August 2015
Northwestern Mutual March 2013 - December 2013
Western & Southern Financial Group 2009 - 2013
Western & Southern Financial Group 2005 - 2009
Western & Southern Financial Group 2000 - 2005
Western & Southern Financial Group 1998 - 2000
Pinnacle Advisory Group 1997 - 1998
Skills
Fixed Annuities, Retirement Planning, Series 6, Series 63, Life Insurance, Insurance, Mutual Funds, Retirement, Disability Insurance, Term Life Insurance, 401k, Long Term Care Insurance
Education
University of Cincinnati 1990 — 1992
Furman University 1988 — 1990
Pinnacle Advisory Group April 2015 - Present
Laurel Parks and Recreation May 2010 - August 2015
Grandizio, Wilkins, Little & Matthews, LLP May 2014 - August 2014
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Research, Time Management, Strategic Leadership, Financial Planning, Customer Service, Team Building, Morningstar Office, Mind Mapping, Financial Services, Sales Force Development, Google Docs, Information Technology, Social Networking, Worldox, Orion
Education
Bryant University 2012 — 2016
Bachelor’s Degree, Finance
Reservoir High School 2008 — 2012
High School Diploma
Pinnacle Advisory Group May 2004 - Present
Susan Freed & Associates July 2003 - April 2004
Alexandria Financial Associates June 2002 - June 2003
Alexander Randolph June 2001 - May 2002
Skills
Asset Management, Financial Planning, Investment Advisory, Wealth Management, Investments, Portfolio Management, Retirement Planning, Finance, Leadership, Asset Allocation
Education
College for Financial Planning 1998 — 1998
CFP, Personal Financial Planning
Golden Gate University 1983 — 1985
MBA, Financial Planning
State University of New York College at Plattsburgh 1978 — 1982
BS, Business Administration and Management, General
Coldwell Banker Residential Brokerage October 2003 - Present
UMass Lowell May 1999 - May 2002
Pinnacle Advisory Group 1997 - 1999
United States Senate - Office of John Kerry October 1994 - 1999
United States Senate - Office of John Kerry October 1994 - 1997
City of Boston - Public Facilities & Develpment Dept. 1990 - 1994
Skills
Short Sales, Condos, Buyer Representation, Relocation, Referrals, First Time Home Buyers, Selling, Sellers, New Home Sales, Buyers, Listings, Single Family Homes, New Homes, Townhomes
Education
University of Massachusetts Boston 1992 — 1994
BA, Political Science, American Studies
University of Massachusetts Lowell
Masters Program for Education Administration
Pinnacle Advisory Group June 2015 - Present
Morgan Stanley October 2013 - May 2015
Ramina & Associates January 2013 - June 2013
Sage Policy Group, Inc. September 2012 - December 2012
Goucher College September 2012 - December 2012
Goucher College September 2012 - December 2012
ECONorthwest July 2012 - August 2012
Skills
Economics, Environmental Economics, Microsoft Excel, QuickBooks, Investments, Microsoft Word, Macroeconomics, Microsoft Office, Research, Customer Service, PowerPoint, Accounting, Financial Accounting, Finance, Derivatives, Account Management, Employee Training
Education
Goucher College 2009 — 2013
Bachelor of Arts (BA), Economics, Graduated
Universitat d'Alacant 2013 — 2013
Spanish
Calvert Hall College High School 2005 — 2009
Kimpton Hotels & Restaurants 2012 - Present
Ohana Real Estate Investors 2011 - 2012
Transcend Hospitality 2010 - 2011
Pinnacle Advisory Group 2006 - 2010
Larkspur Hospitality 2005 - 2005
Statler Hotel 2002 - 2005
Palace at Somerset Park 2004 - 2004
Skills
Hotels, Hospitality, Real Estate, Financial Analysis, Due Diligence, Real Estate Development, Financial Modeling, Project Management, Valuation, Real Estate Economics, Feasibility Studies, Market Research, Consulting, Real Estate Acquisitions, Underwriting, Business Strategy, Strategic Planning, Competitive Analysis, Business Planning, Budgets, Forecasting, Microsoft Excel, Investments, Research, Finance, Hotel Asset Management, Business Development
Education
Cornell University
Bachelor of Science, Hotel Administration; Development Concentration
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group October 2005 - Present
Pinnacle Advisory Group October 2005 - January 2014
Merrill Lynch May 2003 - October 2005
Skills
Wealth Management, Portfolio Management, Asset Management, Strategy, Analysis, Entrepreneurship, Investments, Corporate Finance, Due Diligence, Mergers & Acquisitions, Executive Management, Venture Capital, Start-ups, Economics, Private Equity, Emerging Markets, Financial Markets, Finance, Investment Advisory, Derivatives, Trading, Equities
Education
Neumann University 2002 — 2003
B.S., Marketing
University of Richmond - Robins School of Business 1999 — 2002
Economics
The Hill School 1995 — 1999
The Federal Savings Bank November 2013 - Present
Pinnacle Advisory Group September 2009 - Present
Erickson Retirement Communities August 2006 - September 2009
Erickson September 2004 - August 2006
Erickson Retirement Communities March 2003 - September 2004
Erickson Retirement July 2001 - March 2003
Skills
Project Management, SDLC, Program Management, Vendor Management, Process Improvement, Customer Satisfaction, Software Documentation, Integration, Enterprise Architecture, Management, Public Speaking, Analysis, Strategic Planning, Disaster Recovery, Team Building, Networking, Business Analysis, Change Management, ITIL, SharePoint, Strategy, Business Intelligence, Troubleshooting, Software Project..., Risk Management, Active Directory, PMP, Business Process..., Business Process, Visio, Databases, Requirements Analysis, Customer Service, Cloud Computing, PMO, IT Strategy, CRM, Information Technology, IT Management
Education
Towson University
MS, Applied Information Technology
Towson University
BS, Computer Information Systems
Calvert Hall
Calvert Hall College
University of Maryland Baltimore County
Pinnacle Advisor Solutions March 2011 - Present
Pinnacle Advisory Group July 2001 - Present
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Bloomberg, Investment Advisory, Mutual Funds, Alternative Investments, Fixed Income, Finance, Equities, Financial Planning, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1997 — 2001
BS, Finance
Teach For America June 2014 - Present
Teach For America May 2013 - May 2014
The New Teacher Project October 2010 - May 2013
The New Teacher Project November 2009 - September 2010
The Bridgespan Group August 2006 - June 2009
Opportunities Finance Network August 2000 - August 2004
Pinnacle Advisory Group August 1998 - July 2000
Marriott August 1997 - August 1998
Skills
Strategic Planning, Non-profits, Business Strategy, Research, Change Management, Program Management, Data Analysis, Business Planning, Management Consulting, Financial Analysis, Organizational..., Strategy Development, Financial Modeling, Leadership, Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Cornell University 1993 — 1997
BS, Hotel Administration
MB Senior Solutions February 2010 - Present
A&R Wholesale Distributors January 2003 - December 2010
PEQ Services + Solutions, Inc. February 2009 - September 2009
NCR April 2006 - December 2008
Sprint Hawaii 2001 - 2004
Manpower - Hawaii 2001 - 2001
Flowserve 1998 - 2001
Pinnacle Advisory Group 1996 - 1998
WDTN -TV Channel 2 Dayton, OH 1995 - 1996
WYMT -TV Channel 57 Hazard, KY 1994 - 1995
Skills
Social Networking, Marketing, Recruiting, Public Relations, Press Releases, Editing, Media Relations, Sales, Customer Service, Talent Acquisition, Employee Benefits, Newsletters, Advertising, Interviews, Management, Human Resources, Account Management, Sourcing, PowerPoint, Marketing Strategy, Blogging, Leadership, Time Management
Education
Wright State University 1992 — 1994
BA, Mass Communications
Miami University 1990 — 1992
BA, Mass Communications
Beavercreek High School 1986 — 1990
Secrest Blakey & Associates May 2015 - Present
Principled Heart August 2013 - Present
Pinnacle Advisory Group November 2006 - April 2015
Financial Planning Association November 2012 - November 2013
Financial Planning Association of Maryland January 2012 - November 2012
Financial Planning Association of Maryland January 2011 - December 2011
Pinnacle Advisory Group January 2005 - September 2006
Morgan Stanley January 2004 - December 2004
AXA Advisors January 2003 - February 2004
Skills
Certified Financial..., Wealth Management, Retirement Planning, Retirement, Estate Planning, Personal Tax Planning, Financial Planning, Wealth Management..., Roth Conversions, Asset Management, Lean Startup, Digital Assets, Estate Administration, Insurance Planning, 401k, 401k Rollovers
Education
North Carolina State University 1997 — 2002
B.A., Economics
Arendell Parrott Academy
The American College
Cushman Wakefield June 2012 - Present
Pinnacle Realty Investments December 2004 - June 2012
Pinnacle Advisory Group 2000 - 2004
Four Seasons Hotels and Resorts 1997 - 2000
Waldorf Astoria Hotel 1995 - 1997
Skills
Lodging, Real Estate Development, Real Estate Investment, Resorts, Hotels, Brokerage, Franchising, Real Estate Economics, Market Analysis, Real Estate, Negotiation, Investment Properties, Disposition, Hospitality, Location Intelligence
Education
Cornell University 1991 — 1995
Bachelor of Science (BS), Hotel Administration
Pinnacle Advisory Group February 2007 - Present
Ferris, Baker Watts June 2003 - February 2007
Morgan Stanley May 2002 - May 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Estate Tax Planning, Investment Management, Wealth Preservation..., Charitable Gift Planning, Personal Financial..., Certified Financial..., Portfolio Management, Asset Management, Business Planning, Investment Advisory, Strategic Financial..., Retirement, Personal Finance, Asset Allocation, Financial Planners, Asset Managment, Investments, Series 7, Financial Advisory, Financial Planning
Education
Widener University-Harrisburg Campus 1992 — 1995
Doctor of Law (JD)
James Madison University 1986 — 1991
Bachelor of Business Administration (BBA)
Bernhardt Wealth Management August 2014 - Present
Pinnacle Advisory Group July 2013 - August 2014
Financial Planning Association - National Capital Area Chapter January 2014 - Present
TD Ameritrade March 1992 - July 2013
Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Management, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Relationship Management, IRAs, ETFs, Securities, Investments, Risk Management, Trading, Finance, Portfolio Management, 401k, Asset Management, Options, Equities, Alternative Investments, Financial Services, Wealth, Uniform Combined State..., FINRA, Series 7, Series 65, Series 63
Education
Georgetown University 2009 — 2010
Executive Certificate in Financial Planning, Financial Planning
The University of Connecticut
BFA, Design
Schall, Inc. October 2013 - Present
Spite or Flight March 2011 - Present
Addigail Designs October 2010 - Present
Hickory Ridge Surgery Center October 2012 - October 2013
Pinnacle Advisory Group June 2009 - September 2011
Baltimore Examiner - Online Edition February 2009 - July 2009
Erickson Retirement Communities April 2007 - January 2009
Erickson Retirement Communities August 2005 - April 2007
Erickson Retirement Communities July 2004 - August 2005
UAMC 2003 - 2004
Skills
Event Planning, Public Relations, Newsletters, Editing, Fundraising, Writing, Creative Writing, Social Media, Graphic Design, Artwork, Humor, Organization, Adobe Creative Suite, Creativity, Marketing, Blogging, Nonprofits, Corporate Communications, Marketing Communications
Education
Salisbury University 1999 — 2003
B.A., Communication - Journalism & PR
Hotel Asset Value Enhancement April 2003 - Present
Deutsche Bank September 1999 - June 2002
John Hancock 1995 - 1999
Pinnacle Advisory Group October 1992 - January 1995
HVS International June 1987 - October 1992
Skills
Resorts, Investments, Due Diligence, Asset Management, Hospitality, Revenue Analysis, Asset Managment, Real Estate, Real Estate Economics, Hotels, Hospitality Management, Real Estate Development, Management, Valuation, Contract Negotiation, Disposition, Hospitality Industry, Brokerage, Banking, Budgets, Leisure, Hotel Management, Acquisitions, Reviews, Food & Beverage, Underwriting, Feasibility Studies, Strategic Planning
Education
Cornell University 1983 — 1987
BS, Hotel Administration
Auction.com February 2012 - Present
Zippin Law April 2010 - Present
CEP Biotech, Inc. March 2010 - Present
Vantage Hospitality Group, Inc. October 2007 - April 2010
Warner Music Group January 2007 - May 2007
Pinnacle Advisory Group 2007 - 2007
Loews Corporation October 2000 - June 2002
Walt Disney World January 1999 - August 1999
Skills
Real Estate Broker..., Florida Mortgage Loan..., Asset Management, Acquisitions, Commercial Real Estate, Corporate Finance, Disposition, Dispositions, Due Diligence, Intellectual Property, Joint Ventures, Leadership, Leases, Legal Writing, Loans, Management, Mergers, Mergers, Negotiation, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
JD
Florida Atlantic University 2002 — 2004
MBA, Finance, General
Cornell University 1996 — 2000
BS, School of Hotel Administration
Legg Mason March 2013 - April 2015
Pinnacle Advisory Group August 2011 - March 2013
The Sawyer Group 2008 - 2011
Constellation Energy 2004 - 2007
Wells Fargo 2004 - 2005
T. Rowe Price 2000 - 2004
Skills
Securities, Portfolio Management, Trading, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Finance, Financial Analysis, Investments, Due Diligence, Asset Management, Mutual Funds, Bloomberg, Investment Strategies, Strategic Financial..., Asset Allocation, Fixed Income, Risk Management, Series 7, FINRA
Education
Towson University
B.S., Actuarial Science
University of Maryland College Park
Pikesville High 1989 — 1993
Pinnacle Advisory Group May 1999 - Present
CIGNA Healthcare January 1996 - March 1999
Education
State University of New York at Buffalo - School of Management
Bachelor of Science, Marketing
eCornell 2008 - Present
Bristol Yoga Studio 2007 - Present
Hotel Consulting 2005 - Present
hotelAVE April 2003 - May 2005
Wyndham Hotel Group 1999 - 2001
Pinnacle Advisory Group 1996 - 2000
Education
Cornell University 1993 — 1997
BS, Hotel Real Estate - School of Hotel Administration
Pinnacle Advisory Group NBMCIGNA Healthcare1996 - 1999
Skills
Insurance, Disability Insurance, Health Insurance
Education
University at Buffalo
Glass Slipper Studio October 2011 - Present
Pinnacle Advisory Group August 2010 - Present
Rivertown Players June 2011 - January 2015
Ball State University Office of Admissions January 2007 - May 2009
Maurices June 2007 - August 2008
Versailles Towne and Country Players May 2007 - August 2008
Skills
Fashion Shows, Fashion Design, Accessory Design, Zywave, Microsoft Office, Marketing Strategy, Marketing, Social Media, Social Media Marketing, Event Planning, Time Management, Expense Budget..., Public Speaking, Microsoft Publisher
Education
Ball State University 2005 — 2009
Bachelor's, Family and Consumer Sciences with a concentration in Apparel Design
Pinnacle Advisory Group Front Office ManagerFour Seasons Hotels and ResortsAugust 1994 - January 1996
Lodge at Koele October 1990 - July 1992
Skills
Asset Management, Hotel Asset Management, Resorts, Hotels, Revenue Analysis, Hospitality Industry, Hospitality, Hotel Management, Hospitality Management, Tourism, Restaurants, Due Diligence, Hospitality Consulting, Yield Management, Front Office, Strategic Planning, Real Estate Economics, Investments, Financial Analysis, Food & Beverage, Asset Managment, Leisure, Property Management..., Pre-opening
Education
Cornell University 1992 — 1994
MPS, Hotel Administration
Hartwick College 1988 — 1990
BS, Political Science
Horace Greeley
Pinnacle Advisory Group 2014 - 2015
FTA Partners 2010 - 2012
C Change Investments 2008 - 2010
Lehman Brothers 2007 - 2008
Cru Capital 2005 - 2007
Deutsche Bank 1996 - 2004
Scudder Investments 2000 - 2002
Banker Trust 1996 - 2000
AllianceBernstein 1990 - 1996
Skills
Hedge Funds, Due Diligence, Investments, Portfolio Management, Alternative Investments, Asset Managment, Bloomberg, Investment Banking, Private Equity, Venture Capital, Asset Management, Risk Management, Options, Derivatives, Trading, Equities
Education
Dowling College 1991 — 1993
Master's degree, Business Administration and Management, General, 3.7
Dowling College 1980 — 1986
BA, Math
Medical Tourism Association® August 2014 - Present
Fournier Leisure August 2012 - Present
Pinnacle Advisory Group January 2011 - August 2012
Palmer Group January 2008 - July 2009
AECOM Design (formerly Spillis Candela DMJM) January 2004 - December 2007
Peggy Nye and Lodin 2002 - 2004
Skills
Brand Development, Market Research, Market Analysis, Boutique Hotels, Hospitality Consulting, Hotel Design, Brand Management, Feasibility Studies, Business Development, Hotel Repositioning, Budgets, Hotels, Management, Hospitality Industry, Strategy, Entrepreneurship, Start-ups, Hospitality, Marketing, Hospitality Management, Resorts
Education
Florida International University 2009 — 2011
Master of Science (M.S.), Hospitality and Tourism Management
Florida International University 1999 — 2002
BA, Interior Design
Pinnacle Advisory Group 2006 - Present
Vigilinx, Inc 2000 - 2002
Ernst & Young, LLP 1996 - 1999
American Classic Voyages 1994 - 1996
Cunard Line Limited 1987 - 1994
Skills
Resorts, Due Diligence, Hospitality, Real Estate, Contract Negotiation, Hotels, Financial Analysis, Strategic Planning, Budgets, Market Research, Management, Investments, Analysis, Business Planning, Business Development, Real Estate Development
Education
Cornell University
MPS, Hotel Administration
University of Rochester
BA