Pinnacle Advisory Group

Industry: Company

Description

Founded: 1993 Subsidiary: Durbin Financial Advisors, Inc.

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Pinnacle Advisory Group Employees

Employee
Years
Job
Industry
Jessica Manzione Jessica Manzione Ellicott City, Maryland Details
Jessica Manzione's Pinnacle Advisory Group Experience April 2013 - August 2014
Job Business Development Director at Demere
Industry
Experience
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

Jill Rush Jill Rush Stamford, Connecticut Details
Jill Rush's Pinnacle Advisory Group Experience February 2012 - Present
Job
Industry Executive Office
Experience
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

Stefan Geyer Stefan Geyer Dayton, Ohio Area Details
Stefan Geyer's Pinnacle Advisory Group Experience December 1992 - October 2010
Job Business Development / Client Services
Industry Financial Services
Experience
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

Carrie Beren Carrie Beren Baltimore, Maryland Area Details
Carrie Beren's Pinnacle Advisory Group Experience April 2014 - Present
Job Wealth Manager at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Dan Mento Dan Mento Baltimore, Maryland Area Details
Dan Mento's Pinnacle Advisory Group Experience August 2012 - August 2012
Job Global Equity Fund Accounting Associate at T. Rowe Price
Industry Financial Services
Experience
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

Jason Faust, MBA, MS Jason Faust, MBA, MS Baltimore, Maryland Area Details
Jason Faust, MBA, MS's Pinnacle Advisory Group Experience December 2007 - July 2009
Job GM | Business Operations & Services Executive
Industry Management Consulting
Experience
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

Daniel Solow Daniel Solow Greater Boston Area Details
Daniel Solow's Pinnacle Advisory Group Experience December 2010 - January 2011
Job Consultant at ESM Software Group
Industry Management Consulting
Experience
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

Deb Kriebel Deb Kriebel Baltimore, Maryland Area Details
Deb Kriebel's Pinnacle Advisory Group Experience September 1996 - Present
Job Partner, Pinnacle Advisory Group
Industry Financial Services
Experience
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

Christina Bresnan, CFA Christina Bresnan, CFA Olney, Maryland Details
Christina Bresnan, CFA's Pinnacle Advisory Group Experience February 1995 - January 2005
Job Manager, Investment Advisory Services at Trumbower Financial Advisors, LLC
Industry Financial Services
Experience
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

Tim Mascari Tim Mascari Columbia, Maryland Details
Tim Mascari's Pinnacle Advisory Group Experience January 2012 - July 2015
Job Providing Viable Business Continuity and Succession Solutions for Advisors by Advisors.
Industry Financial Services
Experience
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

Ken Solow Ken Solow Baltimore, Maryland Area Details
Ken Solow's Pinnacle Advisory Group Experience 1993 - Present
Job Founding Partner at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisor Solutions  January 2011 - Present
Pinnacle Advisory Group   1993 - Present

Education
Towson University   1975 — 1979
Bachelor's Degree, Finance, General

Chelsea Salamone Chelsea Salamone Washington, District Of Columbia Details
Chelsea Salamone's Pinnacle Advisory Group Experience September 2013 - May 2014
Job Front Office Manager at Hilton Worldwide
Industry Hospitality
Experience
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

Gregory T. Bohan Gregory T. Bohan North Miami Beach, Florida Details
Gregory T. Bohan's Pinnacle Advisory Group Experience 2003 - August 2012
Job Instructor/Special Programs Coordinator at Florida Atlantic University
Industry Hospitality
Experience
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)

Grant Carpenter Grant Carpenter Greater Seattle Area Details
Grant Carpenter's Pinnacle Advisory Group Experience March 1994 - November 1996
Job Director, Corporate Applications
Industry Information Technology and Services
Experience
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

Gabe Trasatti Gabe Trasatti Baltimore, Maryland Area Details
Gabe Trasatti's Pinnacle Advisory Group Experience April 2012 - December 2012
Job Personal Financial Specialist at Trasatti Wealth Planning, LLC
Industry Investment Management
Experience
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

John R. Hill, CFP John R. Hill, CFP Columbia, Maryland Details
John R. Hill, CFP's Pinnacle Advisory Group Experience 1993 - Present
Job CEO at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Matthew Piliero Matthew Piliero Greater New York City Area Details
Matthew Piliero's Pinnacle Advisory Group Experience June 2007 - August 2007
Job Partner, Experience Lead at FreeAssociation
Industry Design
Experience
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

Jonathan Jaeger Jonathan Jaeger New York, New York Details
Jonathan Jaeger's Pinnacle Advisory Group Experience January 2008 - February 2012
Job Managing Director at LW Hospitality Advisors LLC
Industry Hospitality
Experience
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

Stephen O. Wright, CFP®, MBA Stephen O. Wright, CFP®, MBA Miami/Fort Lauderdale Area Details
Stephen O. Wright, CFP®, MBA's Pinnacle Advisory Group Experience 2015 - Present
Job Wealth Manager at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Stephen Hecker Jr. Stephen Hecker Jr. Dayton, Ohio Area Details
Stephen Hecker Jr.'s Pinnacle Advisory Group Experience
Job RFC at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisory Group  

Skills
Strategic Planning, Management, Leadership, Sales, Team Building

Education
Ohio University   1994 — 1999
Bachelors, History

Eloy Yndigoyen Eloy Yndigoyen United States Details
Eloy Yndigoyen's Pinnacle Advisory Group Experience September 2006 - May 2007
Job Director of Finance and Operations at Goodbites
Industry Financial Services
Experience
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

Jason Pyles Jason Pyles Cincinnati Area Details
Jason Pyles's Pinnacle Advisory Group Experience 1997 - 1998
Job Vice President Sales at Horter Investment Management, LLC
Industry Financial Services
Experience
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

Joseph Usher Joseph Usher Baltimore, Maryland Area Details
Joseph Usher's Pinnacle Advisory Group Experience April 2015 - Present
Job Associate Finance Intern at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Mindy Gasthalter Mindy Gasthalter Baltimore, Maryland Area Details
Mindy Gasthalter's Pinnacle Advisory Group Experience May 2004 - Present
Job Wealth Manager at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Meredith McCusker Fahey Meredith McCusker Fahey Greater Boston Area Details
Meredith McCusker Fahey's Pinnacle Advisory Group Experience 1997 - 1999
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
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

Steven Ramina Steven Ramina Baltimore, Maryland Details
Steven Ramina's Pinnacle Advisory Group Experience June 2015 - Present
Job Client Relationship Specialist at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Katherine Chan Katherine Chan San Francisco, California Details
Katherine Chan's Pinnacle Advisory Group Experience 2006 - 2010
Job Associate, Acquisitions & Development at Kimpton Hotels & Restaurants
Industry Hospitality
Experience
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

Sean Dillon, CMT Sean Dillon, CMT Washington D.C. Metro Area Details
Sean Dillon, CMT's Pinnacle Advisory Group Experience October 2005 - Present
Job Technical Analyst
Industry Financial Services
Experience
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

Vilas Naralakattu Vilas Naralakattu Baltimore, Maryland Area Details
Vilas Naralakattu's Pinnacle Advisory Group Experience September 2009 - Present
Job Technology Manager at Pinnacle Advisory Group
Industry Information Technology and Services
Experience
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

Carl Noble, CFA Carl Noble, CFA Baltimore, Maryland Area Details
Carl Noble, CFA's Pinnacle Advisory Group Experience July 2001 - Present
Job Senior Investment Analyst
Industry Financial Services
Experience
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

Alli Myatt Alli Myatt Houston, Texas Area Details
Alli Myatt's Pinnacle Advisory Group Experience August 1998 - July 2000
Job Dedicated to making US education more equitable for all students
Industry Nonprofit Organization Management
Experience
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

Jennifer Updike Dilly Jennifer Updike Dilly Dayton, Ohio Area Details
Jennifer Updike Dilly's Pinnacle Advisory Group Experience 1996 - 1998
Job Marketing Specialist at MB Senior Solutions
Industry Insurance
Experience
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

William Bissett William Bissett Charlotte, North Carolina Area Details
William Bissett's Pinnacle Advisory Group Experience November 2006 - April 2015
Job CERTIFIED FINANCIAL PLANNER (TM) ~ Wealth Management ~ Small Business 401k~ Retirement Planning ~ Investment Management
Industry Financial Services
Experience
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

James Escarzega James Escarzega San Francisco Bay Area Details
James Escarzega's Pinnacle Advisory Group Experience 2000 - 2004
Job Managing Director Global Hospitality at Cushman Wakefield
Industry Hospitality
Experience
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

David Kauffman David Kauffman Washington D.C. Metro Area Details
David Kauffman's Pinnacle Advisory Group Experience February 2007 - Present
Job Financial Advisor at Pinnacle Advisory Group
Industry Financial Services
Experience
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)

Solon Vlasto, CFP® CDFA Solon Vlasto, CFP® CDFA Washington D.C. Metro Area Details
Solon Vlasto, CFP® CDFA's Pinnacle Advisory Group Experience July 2013 - August 2014
Job Senior Advisor at Bernhardt Wealth Management
Industry Financial Services
Experience
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

Ashley Daniels Schall Ashley Daniels Schall Baltimore, Maryland Area Details
Ashley Daniels Schall's Pinnacle Advisory Group Experience June 2009 - September 2011
Job SAHM
Industry Public Relations and Communications
Experience
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

Michelle Russo Michelle Russo Providence, Rhode Island Area Details
Michelle Russo's Pinnacle Advisory Group Experience October 1992 - January 1995
Job Founder & CEO of hotelAVE
Industry Real Estate
Experience
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

David Zippin David Zippin Miami/Fort Lauderdale Area Details
David Zippin's Pinnacle Advisory Group Experience 2007 - 2007
Job Vice President
Industry Real Estate
Experience
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

Evan Boyarsky Evan Boyarsky Baltimore, Maryland Area Details
Evan Boyarsky's Pinnacle Advisory Group Experience August 2011 - March 2013
Job Currently Seeking New Opportunities
Industry Financial Services
Experience
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

Andy Thiele Andy Thiele Tampa/St. Petersburg, Florida Area Details
Andy Thiele's Pinnacle Advisory Group Experience May 1999 - Present
Job Owner, Pinnacle Advisory Group
Industry Management Consulting
Experience
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

Tracy Cooper Ramos Tracy Cooper Ramos Providence, Rhode Island Area Details
Tracy Cooper Ramos's Pinnacle Advisory Group Experience 1996 - 2000
Job Consultant & eCornell.com Instructor
Industry Hospitality
Experience
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

Andrew Thiele Andrew Thiele Tampa/St. Petersburg, Florida Area Details
Andrew Thiele's Pinnacle Advisory Group Experience NBMCIGNA Healthcare1996 - 1999
Job Owner, Pinnacle Advisory Group
Industry Insurance
Experience
Pinnacle Advisory Group   NBMCIGNA Healthcare1996 - 1999

Skills
Insurance, Disability Insurance, Health Insurance

Education
University at Buffalo

Amanda Borchers Amanda Borchers Cincinnati Area Details
Amanda Borchers's Pinnacle Advisory Group Experience August 2010 - Present
Job Marketing Assistant at Pinnacle Advisory Group
Industry Apparel & Fashion
Experience
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

Matthew Arrants Matthew Arrants Greater Boston Area Details
Matthew Arrants's Pinnacle Advisory Group Experience Front Office ManagerFour Seasons Hotels and ResortsAugust 1994 - January 1996
Job Managing Director at Pinnacle Advisory Group
Industry Hospitality
Experience
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

Joseph Saldana Joseph Saldana Columbia, Maryland Details
Joseph Saldana's Pinnacle Advisory Group Experience 2014 - 2015
Job COO at Pinnacle Advisory Group
Industry Financial Services
Experience
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

Elizabeth Fournier, LEED AP Elizabeth Fournier, LEED AP Miami/Fort Lauderdale Area Details
Elizabeth Fournier, LEED AP's Pinnacle Advisory Group Experience January 2011 - August 2012
Job Owner, Fournier Leisure
Industry Hospitality
Experience
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

Allison Fogarty Allison Fogarty Tampa/St. Petersburg, Florida Area Details
Allison Fogarty's Pinnacle Advisory Group Experience 2006 - Present
Job Director at Pinnacle Advisory Group
Industry Real Estate
Experience
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

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