Pinnacle Associates
Pinnacle Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pinnacle Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pinnacle Associates Salaries. You can even request information on how much does Pinnacle Associates pay if you want to. Learn about salaries, pros and cons of working for Pinnacle Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
54 Pinnacle Associates employees in database. Find out everything there's to know about Pinnacle Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pinnacle Associates Employees
Boston College Office of Health Promotions August 2014 - Present
NPN Media June 2014 - August 2014
Venture Photography June 2014 - August 2014
Casper & de Toledo June 2014 - August 2014
Joslin Diabetes Center February 2014 - May 2014
Ella Vickers Recycled Sailcloth Collection June 2013 - August 2013
Pinnacle Associates June 2012 - August 2012
Skills
Social Media, Public Speaking, Creative Writing, Editing, PowerPoint, Microsoft Word, Google Analytics, Google Adwords, Hootsuite, Type 1 Diabetes, Final Cut Pro, Adobe Premiere Pro, Sales, Health, Diabetes Management, Blogging, Video Production
Education
Boston College 2012 — 2016
Communication, General
Convent of the Sacred Heart 2009 — 2012
High School
United Asset Strategies Inc. January 2009 - Present
Pinnacle Associates November 1999 - December 2008
Skills
Investment Advisory, Investments, Bond Trading
Education
United States Military Academy at West Point 1981 — 1984
Bachelor of Science (B.S.), Economics
Avast Software August 2014 - Present
Pinnacle Associates 1995 - Present
Startup in stealth mode - mobile technology for retail January 2013 - July 2014
Magenic March 2013 - June 2014
McKesson August 2012 - December 2012
Gilt Groupe February 2012 - August 2012
eBay December 2011 - February 2012
Walmartlabs.com August 2010 - December 2011
Macy's eCommerce April 2009 - May 2009
Macy's eCommerce January 2008 - June 2008
Skills
Executive Search, E-commerce, Emerging Technologies, Internet Recruiting, Technical Recruiting, Search Engine, Talent Acquisition, Sourcing, Cloud Computing, Mobile Applications
Education
California State University-Hayward
BS, Business Adminstration-Finance
Jefferson College
Business Administration and Management, General
Vantix Realty 2010 - Present
Colliers-International October 2005 - May 2010
Pinnacle Associates October 2002 - September 2005
Skills
Corporate Real Estate, Real Estate Development, Leases, Real Estate, Tenant, Property Management, Landlords, Commercial Real Estate, Real Estate Economics, Disposition, Property, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Valuation, Asset Management, Appraisals, Shopping Centers, Due Diligence, Real Estate Financing
Education
The Ohio State University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Cleveland Heights High School 1994 — 1998
Merkley + Partners March 2015 - Present
MEC October 2014 - March 2015
MNS June 2014 - July 2014
Major League Gaming February 2013 - May 2014
Major League Gaming July 2011 - February 2013
Autriv Software Development May 2011 - August 2011
Thomson Reuters June 2009 - August 2010
Rocky Point Club May 2006 - August 2008
Pinnacle Associates April 2007 - June 2007
CCL Oil June 2005 - August 2005
Skills
Social Media, Social Networking, Social Media Marketing, Facebook, Digital Media, Digital Marketing, eCommerce, Blogging, Community Management, YouTube, Marketing, Email Marketing, Audience Development, Marketing Communications, Direct Response
Education
University of Connecticut 2007 — 2011
B.S., Marketing
Greenwich High School 2003 — 2007
Coldwell Banker HPW March 2012 - Present
Bolter and Company July 2009 - December 2011
Pinnacle Associates 2007 - 2008
Globalvest Management 2003 - 2007
Daiwa Securities America 2000 - 2002
Credit Suisse First Boston 1999 - 2000
Education
University of Richmond 1995 — 1999
BSBA, Finance
BlackRock May 2015 - Present
BlackRock August 2011 - Present
Pinnacle Associates June 2010 - August 2010
X-Mester June 2010 - June 2010
Angelato Heavenly Ice Cream May 2009 - September 2009
Skills
Writing, Excel, Data Analysis, Economics, Spanish, Financial Analysis, Word, Research, Microsoft Office, PowerPoint, Financial Modeling, Marketing, Marketing Strategy, Finance, Econometrics, Microsoft Excel, Strategy, Bikram Yoga, Investments, Microsoft Word, Marketing Communications, Football, Entrepreneurship
Education
Princeton University 2007 — 2011
AB, Economics, Spanish
Montgomery High School 2003 — 2007
Cooke & Bieler, L.P. August 2006 - August 2015
Murphy Capital Management 2004 - August 2006
Glenmede 2002 - 2003
Pinnacle Associates 1986 - 2000
J. Rothschild Capital Management January 1984 - April 1985
Dean Witter 1983 - 1983
Skills
Bloomberg, Portfolio Management, Equities, Investments, Mutual Funds, Axys, Trading, Trading Systems, Back Office, Middle Office, Hedge Funds, Performance Measurement, Advent Axys, Settlement, Asset Management, ACD, Sungard Shaw Data, Advent Moxy, Telemet Orion, Proxy Voting, MSCI ESG, Broadridge ProxyEdge, Proxytrust
Education
Pace University 1979 — 1981
MBA, Finance
Arcadia University 1974 — 1978
BA, Chemistry and English
The McBurney School 1967 — 1974
NYU Stern School of Business August 2014 - Present
Diageo June 2015 - August 2015
Red's All Natural, LLC June 2009 - August 2013
Pinnacle Associates June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
New Canaan Public Schools June 2006 - August 2006
Skills
Social Media, Digital Marketing, Strategy, Marketing, Marketing Strategy, Social Media Marketing, Market Research, Research, Strategic Planning, Competitive Analysis, Entrepreneurship, Start-ups
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2005 — 2009
BA, Economics
Chabad at Binghamton University September 2012 - May 2015
Pinnacle Associates June 2014 - August 2014
Binghamton University September 2013 - December 2013
Bridging the Digital Divide January 2013 - May 2013
Beth Sholom Day Camp July 2012 - August 2012
Education
State University of New York at Binghamton 2011 — 2015
Bachelor of Science (B.S.) Economics, Bachelor of Arts (B.A.) English
KSV September 2015 - Present
Canopy Brand Group March 2015 - September 2015
NYU Program Board May 2013 - May 2014
TD Ameritrade Institutional June 2013 - August 2013
NYU Program Board May 2012 - May 2013
Nanny May 2012 - August 2012
NYU Phonathon / Ruffalo Cody May 2011 - August 2011
Kumon August 2008 - August 2010
Pinnacle Associates June 2009 - July 2009
Skills
Social Media, Microsoft Office, Blogging, Photography, HTML, Photoshop Elements, Photoshop, Marketing, QuickBooks, Lightroom, Fundraising, MailChimp, WordPress, Event Planning
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics
NYU in London 2012 — 2012
John P. Stevens High School 2006 — 2010
3.7
PWM Advisory Group, LLC - Private Wealth Management April 2011 - Present
Pinnacle Associates April 2011 - Present
TwoRiver Community Bank February 2010 - March 2011
Education
Georgian Court University 2006 — 2008
BA, Psychology, Elementary Education & Special Education
Dipexium Pharmaceuticals Inc. July 2014 - Present
CBM Capital Inc. January 2007 - December 2013
Bedford Oak Advisors,LLC January 2003 - December 2007
Schottenfeld Associates, LP January 2000 - December 2003
Pinnacle Associates January 1988 - December 2000
Skills
Finance, Investments, Portfolio Management, Hedge Funds, Private Equity, Valuation, Mutual Funds, Risk Management, Asset Allocation, Trading, Cash Management
Education
Hofstra University 1977 — 1980
Bachelor of Business Administration (BBA), Finance, Banking and Investments
BDO USA, LLP July 2015 - Present
Pinnacle Associates May 2012 - June 2015
WithumSmith+Brown June 2014 - August 2014
Candlewood Management Service, Inc. April 2008 - August 2014
Clemson Recreation Department August 2011 - December 2011
Skills
Bilingual, Excel, Time Management, Access, Analysis, Microsoft Excel, Leadership, Microsoft Office, Social Media, Microsoft Word
Education
Clemson University - College of Business and Behavioral Science 2012 — 2015
Bachelor of Applied Science (B.A.Sc.), Accounting and Financial Management
Pinnacle Associates May 2006 - Present
Seton Hall University- Stillman School of Business September 2008 - March 2009
Morgan Stanley Investment Management 1995 - 2005
Morgan Stanley Investment Management fka Dean Witter InterCapital November 1991 - July 1995
Morgan Stanley Investment Management fka Dean Witter InterCapital June 1990 - September 1991
Skills
Portfolio Management, Security Analysis, Equity Research, Asset Management, Asset Allocation, Industry Research, Risk Analysis, International Equities, Emerging Markets, Team Management, Valuation, New Business Development, ESG, Investments, Investment Management, Asset Managment, Equities, Equity Valuation, Finance, Mutual Funds, Bloomberg, Financial Analysis, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
M.B.A, Dual Major: Finance and International Business
Binghamton University - School of Management 1986 — 1990
B.S, Management; Finance and Marketing
Chaminade High School 1982 — 1986
Diploma with Honors
UBS 2014 - Present
Barclays 2013 - 2014
Pinnacle Associates 2012 - 2013
Pinnacle Associates June 2011 - August 2011
Pinnacle Associates June 2010 - August 2010
Skills
Portfolio Management, Equity Research, Finance, Equity Trading, Options, Customer Service, PowerPoint, Equities, Public Speaking, Investments, Leadership
Education
Ohio University 2008 — 2012
Bachelor of Business Administration
Millwood Fire District February 2011 - Present
Golden's Bridge Fire District September 2013 - April 2014
Goldens Bridge Fire District July 2005 - September 2013
Pinnacle Associates March 2000 - February 2004
Pentegra Retirement Services September 1996 - August 1997
First Boston December 1985 - February 1989
The Signal Companies, Inc. June 1983 - December 1985
Skills
Cash Management, Microsoft Office, QuickBooks, Investments, Portfolio Management, Accounting, Forecasting, Budget
Education
San Diego State University-California State University 1981 — 1983
MBA
University of California, San Diego 1973 — 1978
BA
PWM Advisory Group, LLC - Private Wealth Management July 2012 - Present
Pinnacle Associates July 2012 - Present
The Clay Date January 2012 - May 2012
Emray's Gourmet - Lion Tea January 2009 - May 2011
Skills
Photoshop, InDesign, Illustrator, Microsoft Office, Wordpress, Dreamweaver, WordPress, Graphics, Photography, Graphic Design, Illustration
Education
Quinnipiac University 2008 — 2012
Bachelor of Arts (BA), Graphic Design, 3.5
Colts Neck High School
PWM Advisory Group, LLC - Private Wealth Management May 2011 - Present
Pinnacle Associates ltd June 2011 - Present
WithumSmith+Brown June 2010 - August 2010
Pinnacle Associates May 2009 - August 2009
Education
Providence College 2009 — 2011
BS, Finance
Sacred Heart University 2007 — 2008
Business Economics
Christian Brothers Academy 2003 — 2007
High School Diploma
Pinnacle Associates September 2006 - Present
Ernst & Young July 2003 - August 2006
Skills
Fixed Income Portfolio..., Portfolio Management, Fixed Income, Asset Management, Asset Allocation, Bloomberg, Hedge Funds, High Net Worth..., Investment Advisory, Investment Management, Wealth Management..., Equity Research
Education
Binghamton University - School of Management 1999 — 2003
Accounting, BS
Nielsen August 2014 - Present
Nielsen November 2012 - Present
Sports Authority Corporate Headquarters June 2012 - October 2012
BSW Wealth Management February 2012 - June 2012
Undergraduate Interfraternity Council at CU Boulder 2011 - 2012
Pinnacle Associates June 2011 - August 2011
Skills
Research, Editing, Journalism, Market Research, Public Relations, Copy Editing, Microsoft Office, Online Research, Qualitative Research, PowerPoint, Marketing Research, Social Media Marketing, Marketing Communications, Advertising, Marketing, Spanish, Data Analysis, Social Networking, Microsoft Excel, Event Planning
Education
University of Colorado at Boulder 2008 — 2012
Journalism/Economics, Journalism/Economics
CNN Headline News January 2014 - Present
Rumble Inc December 2013 - January 2014
CNN November 2010 - January 2014
CNN September 2009 - October 2010
CNN September 2007 - August 2009
Turner Broadcasting System January 2006 - August 2007
CNN August 2005 - January 2006
CNN November 2004 - August 2005
CNN July 2003 - November 2004
Pinnacle Associates June 1999 - June 2003
Skills
Microsoft Office 2007, Microsoft Office 2003, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, PeopleSoft, PeopleSoft Financial, Concur, SharePoint, RightFax, BrassRing, I-News, Access, QuickBooks, Final Cut Pro, Broadcast, Avid, Video Production, Human Resources, Management, Event Planning, Time Management, Television
Education
Fordham Gabelli School of Business 2010 — 2015
Master of Business Administration (M.B.A.), Communications and Media Management; Finance
Fordham University 1999 — 2003
Bachelor of Science (B.S.), Marketing
PWM Advisory Group, LLC - Private Wealth Management August 2011 - Present
Pinnacle Associates January 1999 - Present
Manchester Capital Corporation 1993 - 1999
Davidson, Weil Associates 1986 - 1993
Oppeheim, Appel, Dixon & Company 1982 - 1986
Education
State University of New York College at Buffalo 1978 — 1982
Bachelor of Science, Accounting
Broadridge Inc. July 2012 - December 2012
Jefferies & Co. Inc August 2011 - May 2012
Jefferies & Co. Inc. June 2007 - August 2011
Pinnacle Associates September 2006 - June 2007
BKF Management/John A. Levin & Co. Inc October 2000 - April 2006
First Union National Bank November 1999 - August 2000
Family Management October 1998 - November 1999
Glickenhaus & Co. Inc July 1991 - October 1998
Education
Saint Peter's University
BA, English /Journalism
Cardinal Capital Management, L.L.C. June 2014 - Present
Pinnacle Associates August 2013 - June 2014
Guggenheim Investments May 2009 - May 2013
Walsh Associates May 2007 - May 2009
Skills
Mutual Funds, Equities, Investments, Securities, Bloomberg, Trading, Portfolio Management, Hedge Funds
Education
College of the Holy Cross 2003 — 2007
Economics
Pinnacle Associates May 2000 - Present
Pinnacle Associates 2000 - Present
Skills
Risk Management, Budgets, Vendor Management, Financial Markets, Management, Contract Negotiation, Hedge Funds, Leadership, Program Management, Portfolio Management, Process Improvement, Business Development, Asset Management, Equities, Microsoft Office
Education
Iona College 1992 — 1997
Pinnacle Associates September 2013 - November 2013
ING Investment Management February 2003 - January 2013
Alliance Capital Management - Regent investor Svcs Division November 1987 - February 2003
Skills
Financial Operations, Project Management, Client Service Oriented, Personnel Management, Client Liaison, Third Party Vendor..., Management, Client Services, Back Office, Middle Office, Asset Allocation, Trading
Education
State University of New York College of Agriculture and Technology at Cobleskill
Associate’s Degree, Humanities/Humanistic Studies
Moody's Investors Service September 2014 - Present
Rsw Investments Llc December 2012 - September 2014
Pinnacle Associates June 2009 - April 2010
Citigroup June 2007 - August 2007
Skills
Financial Modeling, Equities, Valuation
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance
Dimitrie Cantemir 1997 — 2001
JD, Law
Dreman Value Management March 2008 - Present
Pinnacle Associates September 2005 - January 2008
John A. Levin & Co. May 2000 - August 2005
Skills
Hedge Funds, Bloomberg
Education
Montclair State University 1996 — 2000
Pinnacle Associates June 1999 - Present
Skills
Portfolio Management, Equities, Hedge Funds, Bloomberg, Bonds, Equity Trading, Asset Allocation, Securities, Investment Advisory, Wealth Management, Series 7, Trading, Middle Office, Asset Management, Equity Research, Investment Strategies, Investment Banking, Fixed Income, Valuation, Investments
Education
University of Hartford 1986 — 1989
Liberal Arts, Music Management
Manhattan School of Music 1985 — 1986
Performance
Cystic Fibrosis Foundation 1989 - 2008
Citi Hedge Fund Services North America August 2006 - September 2007
Pinnacle Associates August 2002 - August 2005
Summit Private Investments August 1997 - August 2002
Automatic Data Processing October 1996 - August 1997
Lynch & Mayer April 1995 - August 1996
Randall Rose & Company June 1991 - March 1995
Lanthorn Realty May 1988 - May 1989
The Millburn Corporation January 1980 - March 1988
Dun's Review Magazine (Dun & Bradstreet) March 1979 - June 1980
Education
New York University 1979 — 1984
Bachelor of Science, Business
University at Albany, SUNY 1976 — 1978
Completed 2 years as a Psychology/English major
Wantagh High School
PWM Advisory Group, LLC - Private Wealth Management August 2011 - Present
Pinnacle Associates March 2000 - Present
Bankers Trust 1997 - 2000
Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Asset Managment, Bloomberg
Education
Susquehanna University 1990 — 1994
Bachelor of Science (B.S.), Finance
Madison High School 1986 — 1990
Pinnacle Associates 2005 - Present
Innovative Planning Services 2001 - 2005
Sidoti & Company, LLC 1999 - 2000
Goldman Sachs 1987 - 1994
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Princeton University 1979 — 1983
A.B., Politics
Pinnacle Associates February 2003 - Present
Skills
Equities, Bloomberg, Asset Managment, Asset Management, Asset Allocation, Investments, Securities, Equity Research, Investment Strategies, Portfolio Management, Finance
Education
Fordham University Graduate School of Arts and Sciences 2007 — 2010
Master of Business Administration (M.B.A.), Finance, General
Connecticut College 1998 — 2001
Bachelor’s Degree, Economics
Pinnacle Associates
Skills
Portfolio Management, Investments, Asset Management, Bloomberg, Equity Research
Education
Fordham Gabelli School of Business 1996 — 1998
University of Vermont 1986 — 1990
Pinnacle Associates February 2003 - Present
AllianceBernstein/Regent Investors 1987 - 2003
The Chase Manhattan Bank 1981 - 1987
Skills
Investment Strategies, Equities, Asset Allocation, Asset Management, Series 7, Mutual Funds, Alternative Investments, Investment Management, Securities, Bloomberg, Investments
Education
Fairleigh Dickinson University-College at Florham 1972 — 1974
Master of Business Administration (MBA), Finance and Financial Management Services
Hofstra University 1965 — 1968
Bachelor of Arts (BA)
Light Reading March 2014 - Present
UBM DeusM December 2013 - March 2014
UBM DeusM February 2013 - December 2013
UBM DeusM June 2012 - January 2013
UBM DeusM May 2011 - June 2012
Light Reading, TechWeb, UBM August 2005 - May 2011
Fierce Markets January 2005 - June 2005
Pinnacle Associates May 2004 - September 2004
Geller Group, LLC 2003 - 2003
Skills
Social Media Marketing, Social Media, PowerPoint, Marketing, New Business Development, Marketing Strategy, Integrated Marketing, Digital Marketing, Budgets, SEO, Strategic Partnerships, Marketing Communications, Advertising, Digital Media, Account Management, Program Management, New Media, Product Marketing, Sales, Email Marketing, Online Advertising, Web Analytics
Education
The George Washington University - School of Business 2001 — 2005
BBA, International Business, Spanish
Institute for the International Education of Students
Lorenzo di Medici
Westfield High School
Pinnacle Associates April 2006 - January 2013
Twin Capital Management June 2000 - December 2005
Education
Kenyon College 1985 — 1988
Portsmouth Abbey 1983 — 1984
Interventure Capital Group October 2007 - Present
Corbin Capital Partners (a US Fund of Hedge Funds) 2005 - 2007
Pinnacle Associates 2002 - 2005
the Department of Labor 1997 - 1999
Skills
Equities, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Investment Management, Valuation, Bloomberg, Asset Management, Asset Allocation, Capital Markets, Fixed Income
Education
University of Pennsylvania 1999 — 2001
Master's degree, Economics
Universidad Torcuato Di Tella
BS, Economics and Finance
Pinnacle Associates May 2008 - June 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
RR Donnelley March 2008 - Present
Tashi Inc. March 2003 - February 2008
Pinnacle Associates 2001 - 2003
Goldman Sachs March 1999 - 2001
New Media Inc. 1994 - 1995
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting, Corporate Finance, Portfolio Management, Equities, Forecasting, Mergers & Acquisitions, Process Improvement, Business Analysis, Investments, Business Strategy, Accounting, Strategic Planning, Relationship Management, New Business Development, Strategy, Business Development, Account Management, Change Management, Insurance, Analysis, Start-ups, Asset Management, Business Process...
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
MBA, International Finance
California State University-Long Beach 1990 — 1994
Bachelors, International Business
South Island School
Pinnacle Associates January 2006 - Present
Education
New York University
MA, Psychology
ICR January 2011 - Present
Integrated Corporate Relations, Inc (ICR) January 2008 - December 2010
Lone Pine Capital July 2007 - January 2008
Euromoney Institutional Investor June 2006 - August 2006
Pinnacle Associates June 2004 - August 2004
New York Society of Security Analysts June 2002 - August 2002
Skills
PowerPoint, Event Management, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Investor Relations, Bloomberg, Equities, Research, Economics
Education
James Madison University 2002 — 2007
BA
Convent of the Sacred Heart 1998 — 2002
High School
VSD August 2013 - Present
Bond Asset Management June 2010 - August 2013
Aiaks Capital May 2008 - September 2008
Morgan Stanley Wealth Management October 2007 - December 2007
Pinnacle Associates June 2007 - September 2007
Skills
Entrepreneurship
Education
University of Colorado at Boulder 2007 — 2010
Bachelor's degree, Applied Mathematics & Economics
NerdWallet June 2014 - Present
LinkedIn March 2011 - May 2014
Yahoo! September 2010 - March 2011
Perform Local / Done Right September 2007 - December 2008
Wilshire Associates August 2005 - September 2007
ACC Capital Holdings December 2004 - August 2005
Pinnacle Associates May 2003 - September 2004
Education
Columbia University in the City of New York 2000 — 2004
BA, Economics
Södertörns högskola 2009 — 2010
MS, Interactive Media
EmblemHealth July 2014 - Present
EmblemHealth March 2012 - Present
EmblemHealth December 2010 - March 2012
EmblemHealth May 2008 - August 2008
Pinnacle Associates May 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Data Analysis, Access, Financial Analysis, Insurance, Business Analysis, Salesforce.com, Time Management, Customer Service, Financial Reporting, Leadership
Education
Quinnipiac University - School of Business 2006 — 2010
BS, Finance, Minor in Accounting
Oak Financial Group February 2010 - Present
Pinnacle Associates April 2009 - February 2010
Baxter Investment Management January 2003 - April 2009
Attorney 1990 - December 2002
Skills
Financial Advisory, Investment Advisory, Wealth Management, Registered Investment..., Estate Planning, Investment Management, Retirement Planning, Legal, Securities Regulation, Compliance
Education
The George Washington University Law School 1987 — 1990
J.D.
Colgate University 1983 — 1987
B.A.
Pinnacle Associates January 1991 - Present
Pinnacle Associates 1991 - 2011
Education
Eastern Michigan University
MBA, Mfg Mgt
No Ego App Development January 2011 - Present
Becks Creek Industries 2007 - 2010
Credit First Funds 2004 - 2007
Pinnacle Associates 1998 - 2004
La Banca Restaurant 1996 - 1998
Income Network Company 1994 - 1996
Skills
Sales, Management, Finance, Business Development, Analysis, Recruiting
Education
Golden West College 2013 — 2014
4 year University Transfer Program
Diablo Valley College 2010 — 2012
General Studies
Pinnacle Associates 2006 - Present
ForstmannLeff September 2000 - November 2005
Kolinksy Hill Financial Group March 2000 - August 2000
Financial Partners Capital Management October 1997 - March 2000
H.N. Howard & Son, Inc. June 1989 - October 1997
Skills
Equities, Bloomberg, Fixed Income, Asset Allocation, Client Billing, Web Services
Education
Queens College