Pinnacle Financial Group
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Pinnacle Financial Group Employees
Employee
Years
Job
Industry
Heidi Jacob Heidi Jacob's Pinnacle Financial Group Experience March 2007 - September 2009
Job Client Services
Industry Financial Services
Experience
Merrill Corporation August 2015 - Present
Thirty-one Gifts November 2012 - Present
Array Services Group August 2013 - June 2015
Array Services Group September 2009 - August 2013
Pinnacle Financial Group March 2007 - September 2009
J.C. Christensen & Associates 2002 - 2007
Skills
Customer Service, Customer Satisfaction, Marketing, Sales, Leadership, Coaching, Team Building, Salesforce.com, Process Improvement, Training, Account Management, Team Leadership, Time Management, Outlook, Call Centers
Education
St. Cloud State University 1998 — 2001
Bachelor of Science (BS), Elementary Education and Teaching
St. Cloud State University 1998 — 2001
Bachelor of Science (B.S.), Elementary Education and Teaching
Merrill Corporation August 2015 - Present
Thirty-one Gifts November 2012 - Present
Array Services Group August 2013 - June 2015
Array Services Group September 2009 - August 2013
Pinnacle Financial Group March 2007 - September 2009
J.C. Christensen & Associates 2002 - 2007
Skills
Customer Service, Customer Satisfaction, Marketing, Sales, Leadership, Coaching, Team Building, Salesforce.com, Process Improvement, Training, Account Management, Team Leadership, Time Management, Outlook, Call Centers
Education
St. Cloud State University 1998 — 2001
Bachelor of Science (BS), Elementary Education and Teaching
St. Cloud State University 1998 — 2001
Bachelor of Science (B.S.), Elementary Education and Teaching
Sean Cole Sean Cole's Pinnacle Financial Group Experience March 2006 - September 2007
Job Owner at Craftsman Properties
Industry Real Estate
Experience
Craftsman Properties August 2015 - Present
Plum Tree Realty - Property Management August 2015 - Present
Build Realty February 2012 - August 2015
Sycamore Community Schools February 1999 - June 2012
US Bank September 2008 - November 2011
Pinnacle Financial Group March 2006 - September 2007
Fifth Third Bank March 2001 - March 2006
Skills
Financial Analysis, Sales, Sales Management, Commercial Real Estate, Consumer Lending, Commercial Credit, B2B, Cash Flow, Negotiation, Excel, Coaching, Photoshop, Loans, Credit, Small Business Lending, Customer Relations, Strategic Planning, Mortgage, Budgeting, Commercial Lending, Customer Service, Financial Modeling, Forecasting, Problem Solving, Investment Properties, Asset Management, Banking, Valuation, Small Business, Team Building, Mortgage Lending, Budgets, Due Diligence, Finance, Underwriting, Loan Origination, Mortgage Banking, Mergers, Real Estate, REO, Residential Homes, Real Estate Financing, Business Planning, Real Estate Development, Selling, Real Estate Transactions, Credit Analysis, Contract Negotiation, New Business Development, Investments
Education
Xavier University 2011 — 2013
Masters, Business Administration
University of Cincinnati College of Business 1997 — 2000
BA, Marketing
The Ohio State University 1996 — 1997
Sycamore 1987 — 1996
Craftsman Properties August 2015 - Present
Plum Tree Realty - Property Management August 2015 - Present
Build Realty February 2012 - August 2015
Sycamore Community Schools February 1999 - June 2012
US Bank September 2008 - November 2011
Pinnacle Financial Group March 2006 - September 2007
Fifth Third Bank March 2001 - March 2006
Skills
Financial Analysis, Sales, Sales Management, Commercial Real Estate, Consumer Lending, Commercial Credit, B2B, Cash Flow, Negotiation, Excel, Coaching, Photoshop, Loans, Credit, Small Business Lending, Customer Relations, Strategic Planning, Mortgage, Budgeting, Commercial Lending, Customer Service, Financial Modeling, Forecasting, Problem Solving, Investment Properties, Asset Management, Banking, Valuation, Small Business, Team Building, Mortgage Lending, Budgets, Due Diligence, Finance, Underwriting, Loan Origination, Mortgage Banking, Mergers, Real Estate, REO, Residential Homes, Real Estate Financing, Business Planning, Real Estate Development, Selling, Real Estate Transactions, Credit Analysis, Contract Negotiation, New Business Development, Investments
Education
Xavier University 2011 — 2013
Masters, Business Administration
University of Cincinnati College of Business 1997 — 2000
BA, Marketing
The Ohio State University 1996 — 1997
Sycamore 1987 — 1996
Marybeth Stork Marybeth Stork's Pinnacle Financial Group Experience May 2010 - November 2012
Job Science teacher at Noble Network of Charter Schools
Industry Primary/Secondary Education
Experience
Golder College Prep: a campus of Noble Street Charter School August 2014 - Present
Ladue Horton Watkins High School September 2013 - June 2014
Georgetown University May 2013 - August 2013
Washington University Physics Department April 2012 - May 2013
Pinnacle Financial Group May 2010 - November 2012
Washington University High School Summer Experiences May 2012 - August 2012
University Tutor July 2011 - May 2012
Skills
Teaching, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Theatre, Matlab, Research, Statistics, Higher Education
Education
Washington University in St. Louis 2011 — 2014
Bachelor's degree, physics and secondary education majors, math minor
Luther College 2009 — 2010
Golder College Prep: a campus of Noble Street Charter School August 2014 - Present
Ladue Horton Watkins High School September 2013 - June 2014
Georgetown University May 2013 - August 2013
Washington University Physics Department April 2012 - May 2013
Pinnacle Financial Group May 2010 - November 2012
Washington University High School Summer Experiences May 2012 - August 2012
University Tutor July 2011 - May 2012
Skills
Teaching, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Theatre, Matlab, Research, Statistics, Higher Education
Education
Washington University in St. Louis 2011 — 2014
Bachelor's degree, physics and secondary education majors, math minor
Luther College 2009 — 2010
Mark Persson Mark Persson's Pinnacle Financial Group Experience 2012 - 2012
Job Account Manager at Asset Marketing Services, Inc.
Industry Consumer Services
Experience
UniversalPromo January 2015 - Present
Asset Marketing Services, Inc. June 2013 - March 2014
Allstate Peterbilt of Rogers January 2013 - May 2013
Pinnacle Financial Group 2012 - 2012
Skills
Sales Operations, Customer Service, Direct Sales, Account Management, Team Building, Sales, Sales Management, Leadership, Management, New Business Development, Process Improvement, Microsoft Office, Marketing, Marketing Strategy, Financial Analysis, Selling, Cold Calling
Education
North Hennepin Community College 1987 — 1991
Marketing/Retailing, AA
UniversalPromo January 2015 - Present
Asset Marketing Services, Inc. June 2013 - March 2014
Allstate Peterbilt of Rogers January 2013 - May 2013
Pinnacle Financial Group 2012 - 2012
Skills
Sales Operations, Customer Service, Direct Sales, Account Management, Team Building, Sales, Sales Management, Leadership, Management, New Business Development, Process Improvement, Microsoft Office, Marketing, Marketing Strategy, Financial Analysis, Selling, Cold Calling
Education
North Hennepin Community College 1987 — 1991
Marketing/Retailing, AA
Jacob Caldwell Jacob Caldwell's Pinnacle Financial Group Experience November 2012 - December 2012
Job Client Relationship Associate, Retail Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Northern Trust Corporation August 2013 - February 2014
Pinnacle Financial Group November 2012 - December 2012
CME Group June 2011 - July 2011
Education
Eastern Illinois University 2008 — 2012
Political Science, Economics
Lyons Township High School 2004 — 2008
Vanguard August 2014 - Present
Northern Trust Corporation August 2013 - February 2014
Pinnacle Financial Group November 2012 - December 2012
CME Group June 2011 - July 2011
Education
Eastern Illinois University 2008 — 2012
Political Science, Economics
Lyons Township High School 2004 — 2008
Kevin Coffey Kevin Coffey's Pinnacle Financial Group Experience 2009 - Present
Job CFO/Director of Operations at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group 2009 - Present
Robert Half International 2007 - 2009
YMCA of Greater Providence 2003 - 2007
Kewill Solutions 2000 - 2003
Primedica Corporation 1998 - 2000
Thomson Financial Services 1990 - 1998
Price Waterhouse 1988 - 1990
Wolf and Company of Massachusetts 1984 - 1988
Skills
Estate Planning, Succession Planning, Small Business, Life Insurance, Strategic Financial..., Financial Analysis, Process Improvement, Financial Reporting, Consulting, Leadership, Team Building, Revenue Recognition, Managerial Finance, Strategic Planning, Budgets, Investments, SEC filings, Forecasting, Mergers, Internal Controls, Financial Planning, Program Management, Management, Auditing, Due Diligence, Mergers & Acquisitions, Finance
Education
Suffolk University - Sawyer Business School 1981 — 1984
BSBA, Accounting
Pinnacle Financial Group 2009 - Present
Robert Half International 2007 - 2009
YMCA of Greater Providence 2003 - 2007
Kewill Solutions 2000 - 2003
Primedica Corporation 1998 - 2000
Thomson Financial Services 1990 - 1998
Price Waterhouse 1988 - 1990
Wolf and Company of Massachusetts 1984 - 1988
Skills
Estate Planning, Succession Planning, Small Business, Life Insurance, Strategic Financial..., Financial Analysis, Process Improvement, Financial Reporting, Consulting, Leadership, Team Building, Revenue Recognition, Managerial Finance, Strategic Planning, Budgets, Investments, SEC filings, Forecasting, Mergers, Internal Controls, Financial Planning, Program Management, Management, Auditing, Due Diligence, Mergers & Acquisitions, Finance
Education
Suffolk University - Sawyer Business School 1981 — 1984
BSBA, Accounting
Steve Sweress Steve Sweress's Pinnacle Financial Group Experience 1990 - Present
Job Principal at Pinnacle Financial Group
Industry Commercial Real Estate
Experience
Pinnacle Financial Group 1990 - Present
Prescott Ball & Turben 1987 - 1990
PwC 1983 - 1987
Skills
Real Estate Economics, Commercial Real Estate, Valuation, Asset Management, Real Estate, Financial Modeling, Underwriting, Financial Analysis, Loans, Tenant Representation, Disposition, Location Intelligence
Education
Cleveland State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Pinnacle Financial Group 1990 - Present
Prescott Ball & Turben 1987 - 1990
PwC 1983 - 1987
Skills
Real Estate Economics, Commercial Real Estate, Valuation, Asset Management, Real Estate, Financial Modeling, Underwriting, Financial Analysis, Loans, Tenant Representation, Disposition, Location Intelligence
Education
Cleveland State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Alyssa Hanson Alyssa Hanson's Pinnacle Financial Group Experience September 2010 - January 2011
Job Student at Minnesota School of Business
Industry
Experience
Marshall's April 2014 - June 2014
Plymouth Station Holiday June 2012 - July 2012
Pinnacle Financial Group September 2010 - January 2011
Kwik Trip, Inc. January 2010 - August 2010
Skills
Customer Service, Customer Service..., Supervisory Skills, Work Ethic, Microsoft Word, Data Entry, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Critical Thinking, Communication, Research, Clinical Skills, Medical Microbiology, Urinalysis, Radiology, Phlebotomy, Laboratory Skills, Vitals, CPR Certified, Attention to detail
Education
Minnesota School of Business 2013 — 2015
Associate's Degree, Medical Assisting
Marshall's April 2014 - June 2014
Plymouth Station Holiday June 2012 - July 2012
Pinnacle Financial Group September 2010 - January 2011
Kwik Trip, Inc. January 2010 - August 2010
Skills
Customer Service, Customer Service..., Supervisory Skills, Work Ethic, Microsoft Word, Data Entry, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Critical Thinking, Communication, Research, Clinical Skills, Medical Microbiology, Urinalysis, Radiology, Phlebotomy, Laboratory Skills, Vitals, CPR Certified, Attention to detail
Education
Minnesota School of Business 2013 — 2015
Associate's Degree, Medical Assisting
Cody Theall Cody Theall's Pinnacle Financial Group Experience January 2012 - March 2012
Job Event Manager at Cavallino Group
Industry Marketing and Advertising
Experience
Cavallino Group May 2015 - Present
The Pulse Network November 2012 - May 2015
Rock Spot Climbing Gym September 2012 - February 2014
The Pulse Network June 2012 - November 2012
Pinnacle Financial Group January 2012 - March 2012
EBA FinancialFall 11 February 2012 - February 2012
Healing Little Hearts January 2012 - January 2012
GourmetRecipesForOne.com September 2011 - January 2012
C-4 Analytics, LLC August 2011 - October 2011
Legion Bowl October 2010 - February 2011
Skills
Online Marketing, Advertising, Event Management, Event Planning, Digital Marketing, InDesign, Highly personable, SEO, Marketing, Customer Service, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, Graphic Design, Integrated Brand..., Adobe Creative Suite, Mac OS, Photography, Apple, Marketing Communications, Social Media, Creativity, Events
Education
Johnson and Wales University 2007 — 2011
Bachelor's degree, Marketing
Johnson and Wales University 2009 — 2011
Associate's degree, Advertising
Johnson and Wales University 2007 — 2009
Associate's degree, Graphic Design & New Media
Cavallino Group May 2015 - Present
The Pulse Network November 2012 - May 2015
Rock Spot Climbing Gym September 2012 - February 2014
The Pulse Network June 2012 - November 2012
Pinnacle Financial Group January 2012 - March 2012
EBA FinancialFall 11 February 2012 - February 2012
Healing Little Hearts January 2012 - January 2012
GourmetRecipesForOne.com September 2011 - January 2012
C-4 Analytics, LLC August 2011 - October 2011
Legion Bowl October 2010 - February 2011
Skills
Online Marketing, Advertising, Event Management, Event Planning, Digital Marketing, InDesign, Highly personable, SEO, Marketing, Customer Service, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, Graphic Design, Integrated Brand..., Adobe Creative Suite, Mac OS, Photography, Apple, Marketing Communications, Social Media, Creativity, Events
Education
Johnson and Wales University 2007 — 2011
Bachelor's degree, Marketing
Johnson and Wales University 2009 — 2011
Associate's degree, Advertising
Johnson and Wales University 2007 — 2009
Associate's degree, Graphic Design & New Media
Diana Muhinda Diana Muhinda's Pinnacle Financial Group Experience April 2007 - Present
Job Floor Plan at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group April 2007 - Present
Skills
Financial Analysis, Risk Management, Banking, Business Analysis, Financial Modeling, Finance, Credit, Portfolio Management, Investments, Valuation, Due Diligence, Loans, Financial Reporting, Investment Banking, Credit Risk, Financial Services, Budgets, Strategic Planning, Management, Team Building, Negotiation
Education
Schiller International University
Bachelor's degree, Business/Finance
Strayer University (DC)
Computer Systems Networking and Telecommunications
Pinnacle Financial Group April 2007 - Present
Skills
Financial Analysis, Risk Management, Banking, Business Analysis, Financial Modeling, Finance, Credit, Portfolio Management, Investments, Valuation, Due Diligence, Loans, Financial Reporting, Investment Banking, Credit Risk, Financial Services, Budgets, Strategic Planning, Management, Team Building, Negotiation
Education
Schiller International University
Bachelor's degree, Business/Finance
Strayer University (DC)
Computer Systems Networking and Telecommunications
Vanessa Shertzer Vanessa Shertzer's Pinnacle Financial Group Experience May 2012 - Present
Job Financial Analyst at Pinnacle Financial Group
Industry Commercial Real Estate
Experience
Pinnacle Financial Group May 2012 - Present
Pinnacle Financial Group September 2011 - May 2012
Skills
Commercial Lending, Loans, Underwriting, Asset Managment, Financial Modeling, Commercial Real Estate, Real Estate Economics, Banking, Variance Explanations, Variance Reports, Real Estate, Argus Modeling, Cash Flow
Education
Kent State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Massillon Washington High School 2004 — 2008
Pinnacle Financial Group May 2012 - Present
Pinnacle Financial Group September 2011 - May 2012
Skills
Commercial Lending, Loans, Underwriting, Asset Managment, Financial Modeling, Commercial Real Estate, Real Estate Economics, Banking, Variance Explanations, Variance Reports, Real Estate, Argus Modeling, Cash Flow
Education
Kent State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Massillon Washington High School 2004 — 2008
Ron York Ron York's Pinnacle Financial Group Experience October 2003 - Present
Job Senior Retirement Plan Consultant at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group October 2003 - Present
Diversified Investment Advisors September 2000 - September 2003
Scudder Investments 1990 - 2000
Education
Penn State University
BS, Economics
Pinnacle Financial Group October 2003 - Present
Diversified Investment Advisors September 2000 - September 2003
Scudder Investments 1990 - 2000
Education
Penn State University
BS, Economics
Rich Vasquez Rich Vasquez's Pinnacle Financial Group Experience January 2010 - January 2013
Job CEO & Founder of The Vasquez Group & PremiumShare "Helping others find the right Life Insurance Policy"
Industry Insurance
Experience
The Vasquez Group September 1995 - Present
Pinnacle Financial Group January 2010 - January 2013
PremiumShare May 2008 - December 2011
Thomas Brady & Associates December 2005 - May 2008
Aetna 1989 - 1995
Education
Louisiana State University 1987 — 1989
Business
Cañada College 1985 — 1986
College of San Mateo 1984 — 1986
Business
The Vasquez Group September 1995 - Present
Pinnacle Financial Group January 2010 - January 2013
PremiumShare May 2008 - December 2011
Thomas Brady & Associates December 2005 - May 2008
Aetna 1989 - 1995
Education
Louisiana State University 1987 — 1989
Business
Cañada College 1985 — 1986
College of San Mateo 1984 — 1986
Business
Amy Boehm's Pinnacle Financial Group Experience June 2009 - October 2009
Job Advertising Account Executive at The Fayette County Union and Shopper
Industry Marketing and Advertising
Experience
The Fayette County Union and Shopper March 2010 - Present
Pinnacle Financial Group June 2009 - October 2009
Yellowbook USA April 2005 - May 2009
Access Direct April 1998 - April 2005
Access Direct 1998 - 2005
Skills
Sales, marketing, Advertising Sales, Project Management, Computer Literate, Customer Service, Advertising, Newsletters, Microsoft Office, Excel, Word, PowerPoint, Call Center, Customer Relations, Account Management, Team Building, Problem Solving, Negotiation, Social Media, Sales Management, Call Centers, Microsoft Excel, Marketing, CRM, Outlook, Microsoft Word, Online Advertising, Training, Salesforce.com, Customer Retention, Lead Generation, Cold Calling, Social Media Marketing, Marketing Strategy, Direct Marketing, Email Marketing, B2B, Online Marketing, Sales Process, Direct Mail, Sales Presentations, Mobile Marketing, Marketing Communications, Social Networking, PPC, Digital Marketing
Education
Mount Mercy University 2003 — 2005
Kirkwood Community College 1996 — 1998
Business
West Central High School 1992 — 1996
Diploma
The Fayette County Union and Shopper March 2010 - Present
Pinnacle Financial Group June 2009 - October 2009
Yellowbook USA April 2005 - May 2009
Access Direct April 1998 - April 2005
Access Direct 1998 - 2005
Skills
Sales, marketing, Advertising Sales, Project Management, Computer Literate, Customer Service, Advertising, Newsletters, Microsoft Office, Excel, Word, PowerPoint, Call Center, Customer Relations, Account Management, Team Building, Problem Solving, Negotiation, Social Media, Sales Management, Call Centers, Microsoft Excel, Marketing, CRM, Outlook, Microsoft Word, Online Advertising, Training, Salesforce.com, Customer Retention, Lead Generation, Cold Calling, Social Media Marketing, Marketing Strategy, Direct Marketing, Email Marketing, B2B, Online Marketing, Sales Process, Direct Mail, Sales Presentations, Mobile Marketing, Marketing Communications, Social Networking, PPC, Digital Marketing
Education
Mount Mercy University 2003 — 2005
Kirkwood Community College 1996 — 1998
Business
West Central High School 1992 — 1996
Diploma
Tavia Harrell's Pinnacle Financial Group Experience June 2007 - January 2009
Job Experienced Customer Service Representative
Industry Consumer Services
Experience
Robert Morris University June 2014 - Present
Ameriprise Financial June 2011 - September 2011
Messerli and Kramer August 2010 - February 2011
Pinnacle Financial Group June 2007 - January 2009
Skills
Outlook, Excel, Outstanding Customer..., Microsoft Office, 10 Key, Data Entry, 40 wpm, Telephone Skills, Negotiation
Education
Robert Morris University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration concentration Management, 3.5
Robert Morris University June 2014 - Present
Ameriprise Financial June 2011 - September 2011
Messerli and Kramer August 2010 - February 2011
Pinnacle Financial Group June 2007 - January 2009
Skills
Outlook, Excel, Outstanding Customer..., Microsoft Office, 10 Key, Data Entry, 40 wpm, Telephone Skills, Negotiation
Education
Robert Morris University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration concentration Management, 3.5
Lindee Flater Lindee Flater's Pinnacle Financial Group Experience January 2003 - Present
Job Mortgage Banker with Pinnacle Financial Group, Inc.
Industry Real Estate
Experience
Northview Holdings, LLC January 2009 - Present
Pinnacle Financial Group January 2003 - Present
Aegon January 2002 - August 2002
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Loans, Commercial Real Estate, Real Estate Financing
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Finance, General
Northview Holdings, LLC January 2009 - Present
Pinnacle Financial Group January 2003 - Present
Aegon January 2002 - August 2002
Skills
Real Estate Economics, Real Estate, Asset Management, Valuation, Loans, Commercial Real Estate, Real Estate Financing
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (BA), Finance, General
Stacey Matwijiw Stacey Matwijiw's Pinnacle Financial Group Experience 2004 - 2006
Job Las Vegas Sales Rep at Urbani Truffles USA Corporation
Industry Real Estate
Experience
Urbani Truffles USA Corporation March 2012 - Present
Newmark Realty Capital March 2010 - March 2012
Harrah's Entertainment September 2009 - April 2010
PricewaterhouseCoopers August 2008 - September 2009
Express, LLC 2007 - 2008
The Ohio State University 2007 - 2008
Pinnacle Financial Group 2004 - 2006
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Accounting
Urbani Truffles USA Corporation March 2012 - Present
Newmark Realty Capital March 2010 - March 2012
Harrah's Entertainment September 2009 - April 2010
PricewaterhouseCoopers August 2008 - September 2009
Express, LLC 2007 - 2008
The Ohio State University 2007 - 2008
Pinnacle Financial Group 2004 - 2006
Education
The Ohio State University Fisher College of Business 2004 — 2008
BSBA, Accounting
Nancy Oss Nancy Oss's Pinnacle Financial Group Experience November 2007 - Present
Job National Sales Representative
Industry Financial Services
Experience
Pinnacle Financial Group November 2007 - Present
Education
University of Minnesota Duluth
Pinnacle Financial Group November 2007 - Present
Education
University of Minnesota Duluth
Kara Fitzpatrick Kara Fitzpatrick's Pinnacle Financial Group Experience Front Desk AgentHoliday Inn Hotel & SuitesMay 2014 - January 2015
Job University of Massachusetts Amherst Hospitality and Tourism Management
Industry Hospitality
Experience
Pinnacle Financial Group Front Desk AgentHoliday Inn Hotel & SuitesMay 2014 - January 2015
99 Restaurant May 2013 - September 2013
Greco Graphics January 2011 - August 2011
Skills
Hospitality, Hosting, Microsoft Office, Cpr Certified
Education
University of Massachusetts, Amherst 2011 — 2015
Pinnacle Financial Group Front Desk AgentHoliday Inn Hotel & SuitesMay 2014 - January 2015
99 Restaurant May 2013 - September 2013
Greco Graphics January 2011 - August 2011
Skills
Hospitality, Hosting, Microsoft Office, Cpr Certified
Education
University of Massachusetts, Amherst 2011 — 2015
Valerie DeMay Valerie DeMay's Pinnacle Financial Group Experience June 2012 - December 2012
Job Assistant Director of Property Management at Carnegie Management and Development Corporation
Industry Hospital & Health Care
Experience
Pinnacle Financial Group June 2012 - December 2012
Independent Research August 2008 - May 2012
Forest City Enterprises March 2001 - July 2008
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, General
Pinnacle Financial Group June 2012 - December 2012
Independent Research August 2008 - May 2012
Forest City Enterprises March 2001 - July 2008
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, General
Alan Blumenthal Alan Blumenthal's Pinnacle Financial Group Experience April 2000 - January 2005
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
Montefiore June 2014 - Present
Prevent Blindness (Ohio Affiliate) June 2013 - Present
JPMorgan Chase January 2005 - Present
Montefiore Housing Corp June 2005 - June 2014
Willoughby Starzz September 2009 - September 2013
Pinnacle Financial Group April 2000 - January 2005
Epilepsy Association June 1996 - June 2004
KeyBank June 1986 - March 2000
Skills
Credit, Healthcare, Capital Markets, Commercial Lending, Credit Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1993
MBA, Marketing
Indiana University Bloomington 1982 — 1986
BS, Business of Administration
Cleveland Heights High School 1979 — 1982
Montefiore June 2014 - Present
Prevent Blindness (Ohio Affiliate) June 2013 - Present
JPMorgan Chase January 2005 - Present
Montefiore Housing Corp June 2005 - June 2014
Willoughby Starzz September 2009 - September 2013
Pinnacle Financial Group April 2000 - January 2005
Epilepsy Association June 1996 - June 2004
KeyBank June 1986 - March 2000
Skills
Credit, Healthcare, Capital Markets, Commercial Lending, Credit Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1987 — 1993
MBA, Marketing
Indiana University Bloomington 1982 — 1986
BS, Business of Administration
Cleveland Heights High School 1979 — 1982
John E. Jack Withrow John E. Jack Withrow's Pinnacle Financial Group Experience July 2012 - Present
Job Real Estate Investment Professional, CPA (inactive)
Industry Investment Management
Experience
Pinnacle Financial Group July 2012 - Present
Moreland Management Company March 2005 - January 2010
Snavely Development Company April 1985 - March 2005
Industrial Timber and Land January 1984 - December 1985
KPMG Peat Marwick January 1980 - January 1984
Rothschild, Meckler & Co. January 1978 - January 1980
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1982
MBA
Duquesne University 1974 — 1978
B.S., Accounting
Certified Public Accountant - State of Ohio
Pinnacle Financial Group July 2012 - Present
Moreland Management Company March 2005 - January 2010
Snavely Development Company April 1985 - March 2005
Industrial Timber and Land January 1984 - December 1985
KPMG Peat Marwick January 1980 - January 1984
Rothschild, Meckler & Co. January 1978 - January 1980
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1982
MBA
Duquesne University 1974 — 1978
B.S., Accounting
Certified Public Accountant - State of Ohio
Marc Mingolelli's Pinnacle Financial Group Experience February 1999 - Present
Job Consultant at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group February 1999 - Present
Skills
Insurance, Succession Planning, Retirement, Strategic Thinking, Marketing Strategy, Retirement Planning, Strategic Planning, Finance, 401k, Business Development, Strategy, Estate Planning
Education
Boston College 1994 — 1998
BA, Marketing & Psychology
St. Sebastian's 1990 — 1994
High School
Pinnacle Financial Group February 1999 - Present
Skills
Insurance, Succession Planning, Retirement, Strategic Thinking, Marketing Strategy, Retirement Planning, Strategic Planning, Finance, 401k, Business Development, Strategy, Estate Planning
Education
Boston College 1994 — 1998
BA, Marketing & Psychology
St. Sebastian's 1990 — 1994
High School
Lee Schmertzler's Pinnacle Financial Group Experience October 2009 - Present
Job Retirement Benefits Consultant
Industry Financial Services
Experience
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Jillian de la Flor's Pinnacle Financial Group Experience March 2003 - January 2006
Job Executive Assistant to the CEO/Events Planner at Curriculum Associates
Industry Computer Software
Experience
Curriculum Associates July 2013 - Present
Eliza Corporation November 2012 - February 2013
LightWedge, LLC May 2012 - October 2012
ACI Worldwide April 2009 - April 2012
CA Technologies January 2006 - April 2009
Pinnacle Financial Group March 2003 - January 2006
AUTOWEB October 2002 - October 2003
Boston West Modular Homes March 2000 - May 2002
Skills
Salesforce.com, PowerPoint, Visio, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, Project Management, SharePoint, Outlook, Business Analysis, Project Planning, Clarity, Google Groups, Oracle Reports, Oracle Discoverer, Lotus Notes, Event Planning, Databases, Digital Dictation, Department Budgeting, Heavy Calendaring, Leading Meetings, Marketing, Contract Negotiation, Program Management, Sales, Management
Education
Lasell College
Curriculum Associates July 2013 - Present
Eliza Corporation November 2012 - February 2013
LightWedge, LLC May 2012 - October 2012
ACI Worldwide April 2009 - April 2012
CA Technologies January 2006 - April 2009
Pinnacle Financial Group March 2003 - January 2006
AUTOWEB October 2002 - October 2003
Boston West Modular Homes March 2000 - May 2002
Skills
Salesforce.com, PowerPoint, Visio, Microsoft Excel, Microsoft Office, Microsoft Word, Team Building, Project Management, SharePoint, Outlook, Business Analysis, Project Planning, Clarity, Google Groups, Oracle Reports, Oracle Discoverer, Lotus Notes, Event Planning, Databases, Digital Dictation, Department Budgeting, Heavy Calendaring, Leading Meetings, Marketing, Contract Negotiation, Program Management, Sales, Management
Education
Lasell College
Tyler Carney-DeBord Tyler Carney-DeBord's Pinnacle Financial Group Experience July 2015 - Present
Job Financial Analyst at Pinnacle Financial Group
Industry Real Estate
Experience
Pinnacle Financial Group July 2015 - Present
Impact Networking, LLC July 2014 - June 2015
Northwestern Mutual May 2012 - January 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Wealth Accumulation, Microsoft Word, Long Term Care Insurance, Microsoft Office, Retirement Planning, Public Speaking, Customer Service, Sales, Education Funding, Disability Insurance, Fixed Annuities
Education
Ohio Wesleyan University 2010 — 2014
Economics Management
Delaware Hayes High School 2005 — 2010
Pinnacle Financial Group July 2015 - Present
Impact Networking, LLC July 2014 - June 2015
Northwestern Mutual May 2012 - January 2013
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Wealth Accumulation, Microsoft Word, Long Term Care Insurance, Microsoft Office, Retirement Planning, Public Speaking, Customer Service, Sales, Education Funding, Disability Insurance, Fixed Annuities
Education
Ohio Wesleyan University 2010 — 2014
Economics Management
Delaware Hayes High School 2005 — 2010
Mike Wilbur Mike Wilbur's Pinnacle Financial Group Experience June 2001 - November 2002
Job Owner / Operator at Ohio Temporary Heating & Air
Industry Commercial Real Estate
Experience
Ohio Temporary Heating & Air June 2014 - Present
SouthShore CRE Inc. / 3G Management LLC December 2010 - June 2014
RBS / Citizens (Charter One Bank) January 2010 - November 2010
Integra Bank August 2006 - January 2010
U.S. Bank November 2002 - March 2006
Pinnacle Financial Group June 2001 - November 2002
AEGON Americas May 2000 - January 2001
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Due Diligence, Variance Analysis, Valuation, Finance, Forecasting, Asset Management, Cash Flow, Managerial Finance, Internal Controls, General Ledger
Education
University of Iowa 1996 — 2001
Bachelor of Business Administration (BBA), Finance w/emphasis in Accounting
Ohio Temporary Heating & Air June 2014 - Present
SouthShore CRE Inc. / 3G Management LLC December 2010 - June 2014
RBS / Citizens (Charter One Bank) January 2010 - November 2010
Integra Bank August 2006 - January 2010
U.S. Bank November 2002 - March 2006
Pinnacle Financial Group June 2001 - November 2002
AEGON Americas May 2000 - January 2001
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Due Diligence, Variance Analysis, Valuation, Finance, Forecasting, Asset Management, Cash Flow, Managerial Finance, Internal Controls, General Ledger
Education
University of Iowa 1996 — 2001
Bachelor of Business Administration (BBA), Finance w/emphasis in Accounting
Dan Fitzgerald, CFP®'s Pinnacle Financial Group Experience July 2015 - Present
Job Wealth Advisor at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group July 2015 - Present
Skills
Certified Financial..., Wealth Management, Relationship Management, Transition Planning, Personal Financial...
Education
Indiana University - Kelley School of Business
Bachelors
DePaul University
CFP®
Pinnacle Financial Group July 2015 - Present
Skills
Certified Financial..., Wealth Management, Relationship Management, Transition Planning, Personal Financial...
Education
Indiana University - Kelley School of Business
Bachelors
DePaul University
CFP®
Blanton Unger's Pinnacle Financial Group Experience January 2011 - May 2011
Job Director of Marketing/ Managing Partner at DSpin Beverages, LLC
Industry Marketing and Advertising
Experience
D-Spin Beverages LLC June 2012 - Present
Century Cycles March 2010 - December 2011
Pinnacle Financial Group January 2011 - May 2011
Actionlink August 2006 - April 2009
Skills
Brand Management, Social Media, Product Management, Photography, Trend Forecasting, Product Training, Retail, Marketing, Sales, Product Development, Forecasting, Merchandising, Marketing Strategy, Account Management, Social Media Marketing, Strategy, CRM, Brand Development, Email Marketing, Market Research, Online Marketing, Training, Trade Shows, Marketing Management, Product Marketing, Competitive Analysis, Management, Sales Operations, Market Planning, Sales Presentations, B2B, Time Management, Start-ups, Strategic Partnerships, Advertising, Lead Generation, Marketing Communications, Direct Marketing, Salesforce.com, Product Launch, Direct Sales, Pricing, Relationship Marketing, Selling, Key Account Management, Digital Marketing
Education
Kent State University - Graduate School of Management 2009 — 2011
MBA, Graduate Studies
University of Colorado at Boulder - Leeds School of Business 2003 — 2006
BS, Business Administration Marketing Major
University of Vermont 2001 — 2003
Business Administration
D-Spin Beverages LLC June 2012 - Present
Century Cycles March 2010 - December 2011
Pinnacle Financial Group January 2011 - May 2011
Actionlink August 2006 - April 2009
Skills
Brand Management, Social Media, Product Management, Photography, Trend Forecasting, Product Training, Retail, Marketing, Sales, Product Development, Forecasting, Merchandising, Marketing Strategy, Account Management, Social Media Marketing, Strategy, CRM, Brand Development, Email Marketing, Market Research, Online Marketing, Training, Trade Shows, Marketing Management, Product Marketing, Competitive Analysis, Management, Sales Operations, Market Planning, Sales Presentations, B2B, Time Management, Start-ups, Strategic Partnerships, Advertising, Lead Generation, Marketing Communications, Direct Marketing, Salesforce.com, Product Launch, Direct Sales, Pricing, Relationship Marketing, Selling, Key Account Management, Digital Marketing
Education
Kent State University - Graduate School of Management 2009 — 2011
MBA, Graduate Studies
University of Colorado at Boulder - Leeds School of Business 2003 — 2006
BS, Business Administration Marketing Major
University of Vermont 2001 — 2003
Business Administration
Jonathan Weiss Jonathan Weiss's Pinnacle Financial Group Experience 2006 - 2006
Job Vice President at Richland Development
Industry Real Estate
Experience
Richland Development Corp. 2008 - Present
Pinnacle Financial Group 2006 - 2006
Skills
Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions, Asset Dispositions, Student Housing, Mixed-use, Property Management, Property Management..., OneSite, Apartments, Acquisitions, Commercial Real Estate, Digital Marketing, Leases, Affordable Housing, Ground-up Construction, Multi-family, Online Leasing, Land Acquisition, Site Identification, Site Analysis, Purchase & Sale..., Construction Planning, Project Management, Construction Management, Project Feasibility &..., Floor Plan Development, Schedule Monitoring, Architectural,..., Budget Management, Landlord-Tenant, Fair Housing, Staff Development, Employee Training, Customer Service..., Real Estate Due..., Property Management..., Property Solutions..., User Experience, Corporate Real Estate, Feasibility Studies, Marketing, Leadership, Entrepreneurship, Strategy, Team Building
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance / Real Estate
University of Michigan
Bachelor of Business Administration, Finance
Richland Development Corp. 2008 - Present
Pinnacle Financial Group 2006 - 2006
Skills
Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions, Asset Dispositions, Student Housing, Mixed-use, Property Management, Property Management..., OneSite, Apartments, Acquisitions, Commercial Real Estate, Digital Marketing, Leases, Affordable Housing, Ground-up Construction, Multi-family, Online Leasing, Land Acquisition, Site Identification, Site Analysis, Purchase & Sale..., Construction Planning, Project Management, Construction Management, Project Feasibility &..., Floor Plan Development, Schedule Monitoring, Architectural,..., Budget Management, Landlord-Tenant, Fair Housing, Staff Development, Employee Training, Customer Service..., Real Estate Due..., Property Management..., Property Solutions..., User Experience, Corporate Real Estate, Feasibility Studies, Marketing, Leadership, Entrepreneurship, Strategy, Team Building
Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance / Real Estate
University of Michigan
Bachelor of Business Administration, Finance
Danielle Crosby's Pinnacle Financial Group Experience April 2010 - June 2012
Job Marketing Coordinator at Walser Automotive Group
Industry Marketing and Advertising
Experience
Walser Automotive Group April 2014 - Present
Tritec Marketing July 2012 - April 2014
Pinnacle Financial Group April 2010 - June 2012
Education
Rasmussen College-Minnesota
Walser Automotive Group April 2014 - Present
Tritec Marketing July 2012 - April 2014
Pinnacle Financial Group April 2010 - June 2012
Education
Rasmussen College-Minnesota
Ashly Lynch Ashly Lynch's Pinnacle Financial Group Experience September 2013 - February 2015
Job Executive Administrative Assistant at UMass Memorial Medical Center
Industry Executive Office
Experience
UMass Memorial Medical Center April 2015 - Present
Pinnacle Financial Group September 2013 - February 2015
Brigham and Women's Hospital February 2011 - September 2013
Wellesley Therapeutic Services March 2009 - February 2011
Skills
Microsoft Outlook, Executive Calendar..., Microsoft Excel, Data Entry, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Customer Service, Filing, Time Management, Salesforce.com, Travel Planning, Event Planning, Office Management
Education
University of Massachusetts at Lowell 2010 — 2013
B.A., Psychology
Quinsigamond Community College 2005 — 2010
A.A., General Studies
UMass Memorial Medical Center April 2015 - Present
Pinnacle Financial Group September 2013 - February 2015
Brigham and Women's Hospital February 2011 - September 2013
Wellesley Therapeutic Services March 2009 - February 2011
Skills
Microsoft Outlook, Executive Calendar..., Microsoft Excel, Data Entry, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Customer Service, Filing, Time Management, Salesforce.com, Travel Planning, Event Planning, Office Management
Education
University of Massachusetts at Lowell 2010 — 2013
B.A., Psychology
Quinsigamond Community College 2005 — 2010
A.A., General Studies
Alisa Bolton Alisa Bolton's Pinnacle Financial Group Experience June 2006 - Present
Job Client Reporting & Services at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group June 2006 - Present
Watson Wyatt Worldwide (Towers Watson & Co.) May 2004 - June 2006
Lander & Associates 1997 - 2004
Skills
Estate Planning, Wealth Management, Life Insurance
Education
The George Washington University 1986 — 1990
BA, Psychology, Sociology
Pinnacle Financial Group June 2006 - Present
Watson Wyatt Worldwide (Towers Watson & Co.) May 2004 - June 2006
Lander & Associates 1997 - 2004
Skills
Estate Planning, Wealth Management, Life Insurance
Education
The George Washington University 1986 — 1990
BA, Psychology, Sociology
Brendan Hickey's Pinnacle Financial Group Experience September 2008 - November 2010
Job Sales Representative at Oracle
Industry Computer Software
Experience
Oracle May 2013 - Present
HireAction.com December 2010 - April 2013
Pinnacle Financial Group September 2008 - November 2010
erecruit enterprise staffing software January 2007 - May 2008
Granite Telecommunications October 2002 - August 2006
FatWire Software January 1999 - October 2001
Bloomberg LP May 1995 - December 1998
Skills
Oracle, XML, Management, Testing, Security, Change Management, Recruiting, Sales, Web Applications, Storage, Oracle Applications, Oracle RAC, SaaS, Solution Selling
Education
Boston College 1991 — 1995
BS, Double Major- Finance & Communications
BC High 1988 — 1991
Oracle May 2013 - Present
HireAction.com December 2010 - April 2013
Pinnacle Financial Group September 2008 - November 2010
erecruit enterprise staffing software January 2007 - May 2008
Granite Telecommunications October 2002 - August 2006
FatWire Software January 1999 - October 2001
Bloomberg LP May 1995 - December 1998
Skills
Oracle, XML, Management, Testing, Security, Change Management, Recruiting, Sales, Web Applications, Storage, Oracle Applications, Oracle RAC, SaaS, Solution Selling
Education
Boston College 1991 — 1995
BS, Double Major- Finance & Communications
BC High 1988 — 1991
Zach Clarke Zach Clarke's Pinnacle Financial Group Experience May 1999 - May 2006
Job HCIS Analyst at Winneshiek Medical Center
Industry Hospital & Health Care
Experience
Winneshiek Medical Center March 2014 - Present
Winneshiek Medical Center March 2012 - March 2014
Winneshiek Medical Center October 2010 - April 2012
Marco September 2008 - June 2011
University of Northern Iowa November 2004 - August 2008
Pinnacle Financial Group May 1999 - May 2006
Skills
Microsoft Office, Customer Service, Leadership, Research, Negotiation, Networking, Strategic Planning, Process Improvement, Healthcare Information..., Microsoft Word
Education
University of Northern Iowa 2005 — 2008
B.A., Marketing
Winneshiek Medical Center March 2014 - Present
Winneshiek Medical Center March 2012 - March 2014
Winneshiek Medical Center October 2010 - April 2012
Marco September 2008 - June 2011
University of Northern Iowa November 2004 - August 2008
Pinnacle Financial Group May 1999 - May 2006
Skills
Microsoft Office, Customer Service, Leadership, Research, Negotiation, Networking, Strategic Planning, Process Improvement, Healthcare Information..., Microsoft Word
Education
University of Northern Iowa 2005 — 2008
B.A., Marketing
Debi Walter Debi Walter's Pinnacle Financial Group Experience April 2011 - December 2012
Job Director of Human Resources at St. Gertrude's
Industry Human Resources
Experience
St, Gertrude's Health and Rehab Center December 2013 - Present
St. Gertrude's Health & Rehab Center December 2013 - Present
Coinmach Corporation February 2013 - December 2013
Pinnacle Financial Group April 2011 - December 2012
Allstate December 2008 - November 2010
NOREX August 1999 - December 2008
Skills
Great communications..., People Skills, Customer Service, Sales, Skin Care, Laser Hair Removal, Opticians, Employee Benefits, Recruiting, Insurance, Outlook, Leadership, Marketing, Negotiation, Process Improvement, Team Building, Human Resources, New Business Development, Account Management, Management, Strategic Planning
Education
Bethel University 1981 — 1985
Bachelor's degree, Business Administration and Management, General
St, Gertrude's Health and Rehab Center December 2013 - Present
St. Gertrude's Health & Rehab Center December 2013 - Present
Coinmach Corporation February 2013 - December 2013
Pinnacle Financial Group April 2011 - December 2012
Allstate December 2008 - November 2010
NOREX August 1999 - December 2008
Skills
Great communications..., People Skills, Customer Service, Sales, Skin Care, Laser Hair Removal, Opticians, Employee Benefits, Recruiting, Insurance, Outlook, Leadership, Marketing, Negotiation, Process Improvement, Team Building, Human Resources, New Business Development, Account Management, Management, Strategic Planning
Education
Bethel University 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Jeannette Walsh's Pinnacle Financial Group Experience May 2015 - Present
Job Loan Closer at Pinnacle Financial Group
Industry Commercial Real Estate
Experience
Pinnacle Financial Group May 2015 - Present
Pinnacle Financial Group May 2012 - Present
Edible Arrangements October 2011 - June 2012
The Reserves Network December 2011 - February 2012
PROFILE Development Group September 2003 - October 2011
Skills
Microsoft Excel, Certified Public Notary, Social Media Marketing, Accounting, Budgets, Microsoft Office, Marketing, Real Estate, Social Media
Education
Kent State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Pinnacle Financial Group May 2015 - Present
Pinnacle Financial Group May 2012 - Present
Edible Arrangements October 2011 - June 2012
The Reserves Network December 2011 - February 2012
PROFILE Development Group September 2003 - October 2011
Skills
Microsoft Excel, Certified Public Notary, Social Media Marketing, Accounting, Budgets, Microsoft Office, Marketing, Real Estate, Social Media
Education
Kent State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Concentration in Marketing
Brock Walter's Pinnacle Financial Group Experience PresidentStrategic Alliance Mortgage, LLC
Job Owner, Pinnacle Financial Group
Industry Real Estate
Experience
Pinnacle Financial Group PresidentStrategic Alliance Mortgage, LLC
Education
Kent State University 1980 — 1983
Bacholar of Sceince, Accounting
Pinnacle Financial Group PresidentStrategic Alliance Mortgage, LLC
Education
Kent State University 1980 — 1983
Bacholar of Sceince, Accounting
Tim Doherty's Pinnacle Financial Group Experience May 2006 - December 2014
Job President at Pinnacle HR Solutions, LLC
Industry Insurance
Experience
Pinnacle HR Solutions, LLC January 2015 - Present
Pinnacle Financial Group May 2006 - December 2014
Education
Providence College 1988 — 1991
St Sebastian's
Pinnacle HR Solutions, LLC January 2015 - Present
Pinnacle Financial Group May 2006 - December 2014
Education
Providence College 1988 — 1991
St Sebastian's
Johanna Eakle, CTFA, ChFC's Pinnacle Financial Group Experience June 2004 - July 2006
Job Vice President, Wealth Management; Manager of Client Support Services
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Natasha Fargnoli's Pinnacle Financial Group Experience August 2011 - Present
Job Branch Manager, Pinnacle Financial Group
Industry Automotive
Experience
Pinnacle Financial Group August 2011 - Present
Crescent Bank & Trust September 2007 - October 2008
AmeriCredit 1999 - 2007
Mortgage Access Corporation 1998 - April 1999
Island Mortgage Network 1998 - 1998
WEICHERT REALTY September 1997 - 1998
Hendrick Honda 1997 - 1998
Rosenthal Nissan/Mazda 1996 - 1997
Skills
Risk Management, Underwriting, Financial Reporting, Consumer Lending, Negotiation, Customer Service, Credit, New Business Development, Portfolio Management, Loans, Finance, Management, Leadership, Financial Analysis, Account Management, Credit Analysis, Sales, Banking, Team Building, Relationship Management, Process Improvement, Profit, Credit Risk, Loan Origination
Education
Fl
University of Phoenix
Finance, Business
Pinnacle Financial Group August 2011 - Present
Crescent Bank & Trust September 2007 - October 2008
AmeriCredit 1999 - 2007
Mortgage Access Corporation 1998 - April 1999
Island Mortgage Network 1998 - 1998
WEICHERT REALTY September 1997 - 1998
Hendrick Honda 1997 - 1998
Rosenthal Nissan/Mazda 1996 - 1997
Skills
Risk Management, Underwriting, Financial Reporting, Consumer Lending, Negotiation, Customer Service, Credit, New Business Development, Portfolio Management, Loans, Finance, Management, Leadership, Financial Analysis, Account Management, Credit Analysis, Sales, Banking, Team Building, Relationship Management, Process Improvement, Profit, Credit Risk, Loan Origination
Education
Fl
University of Phoenix
Finance, Business
Jim Osterberg's Pinnacle Financial Group Experience 2004 - 2008
Job Dynamic Leader Innovative Strategist Change Champion
Industry Financial Services
Experience
CFMOTO March 2015 - Present
Eaton Corporation June 2008 - January 2015
Pinnacle Financial Group 2004 - 2008
Thomson Reuters 1999 - 2004
Phoenix Resource Group 1998 - 1999
Target 1994 - 1998
iQor 1990 - 1994
Skills
Leadership, Strategy, Call Centers, Vendor Management, Credit, Financial Analysis, Operations Management, Management, Forecasting, Risk Management, Finance, Sales Management, Team Building, Business Process..., CRM, Outsourcing, Team Leadership, Cross-functional Team..., Accounts Receivable, Retail, Problem Solving, Analysis, Call Center, Compliance
Education
The University of South Dakota
B.A.
CFMOTO March 2015 - Present
Eaton Corporation June 2008 - January 2015
Pinnacle Financial Group 2004 - 2008
Thomson Reuters 1999 - 2004
Phoenix Resource Group 1998 - 1999
Target 1994 - 1998
iQor 1990 - 1994
Skills
Leadership, Strategy, Call Centers, Vendor Management, Credit, Financial Analysis, Operations Management, Management, Forecasting, Risk Management, Finance, Sales Management, Team Building, Business Process..., CRM, Outsourcing, Team Leadership, Cross-functional Team..., Accounts Receivable, Retail, Problem Solving, Analysis, Call Center, Compliance
Education
The University of South Dakota
B.A.
Lauren Hunt's Pinnacle Financial Group Experience April 2014 - Present
Job Associate Wealth Advisor at Pinnacle Financial Group
Industry Financial Services
Experience
Pinnacle Financial Group April 2014 - Present
Citadel Investment Group July 2007 - April 2014
Huron Consulting Group 2005 - 2007
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Finance
Pinnacle Financial Group April 2014 - Present
Citadel Investment Group July 2007 - April 2014
Huron Consulting Group 2005 - 2007
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Finance
Andy Burgess's Pinnacle Financial Group Experience March 1996 - September 2006
Job Principal Owner at Infinite Capital Real Estate Investment Company
Industry Commercial Real Estate
Experience
Infinite Capital Real Estate Investment Company September 2006 - Present
Marcus and Millichap Capital Corporation October 2012 - September 2013
Pinnacle Financial Group March 1996 - September 2006
Skills
Mortgage Lending, Banking, Commercial Mortgages, Real Estate Economics, Disposition, Commercial Real Estate, Real Estate Transactions, Valuation, Asset Management, Real Estate, Brokerage, Real Estate Development, Underwriting, Selling, Corporate Real Estate, Investments, Loans, Investment Properties, Marketing, CMBS, Financial Analysis, New Business Development, Property Management, Commercial Lending, Sales
Education
John Carroll University 1989 — 1992
BA, Economics
Orange High School 1985 — 1988
Diploma
Infinite Capital Real Estate Investment Company September 2006 - Present
Marcus and Millichap Capital Corporation October 2012 - September 2013
Pinnacle Financial Group March 1996 - September 2006
Skills
Mortgage Lending, Banking, Commercial Mortgages, Real Estate Economics, Disposition, Commercial Real Estate, Real Estate Transactions, Valuation, Asset Management, Real Estate, Brokerage, Real Estate Development, Underwriting, Selling, Corporate Real Estate, Investments, Loans, Investment Properties, Marketing, CMBS, Financial Analysis, New Business Development, Property Management, Commercial Lending, Sales
Education
John Carroll University 1989 — 1992
BA, Economics
Orange High School 1985 — 1988
Diploma
Pat Mingolelli's Pinnacle Financial Group Experience
Job Benefit Consultant at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group
Skills
Insurance, Team Building, Health Insurance, Employee Benefits, Sales Management, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Relationship Management, Group Insurance, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1980
Pinnacle Financial Group
Skills
Insurance, Team Building, Health Insurance, Employee Benefits, Sales Management, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Relationship Management, Group Insurance, Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1975 — 1980
abdul-jameel ahmad's Pinnacle Financial Group Experience January 2009 - May 2011
Job Logistics
Industry Logistics and Supply Chain
Experience
Freightquote February 2014 - May 2015
iQor April 2011 - June 2012
Pinnacle Financial Group January 2009 - May 2011
Haster Law Office January 2008 - September 2008
Education
Normandale Community College 2012 — 2015
Associate’s Degree, Logistics, Materials, and Supply Chain Management
Freightquote February 2014 - May 2015
iQor April 2011 - June 2012
Pinnacle Financial Group January 2009 - May 2011
Haster Law Office January 2008 - September 2008
Education
Normandale Community College 2012 — 2015
Associate’s Degree, Logistics, Materials, and Supply Chain Management
Craig Butzbach's Pinnacle Financial Group Experience December 1984 - Present
Job Owner, Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group December 1984 - Present
Skills
Annuities, Insurance, Health Insurance, Dental, Customer Relations, Financial Planning, Customer Service, Disability Insurance, Employee Benefits, Retirement Planning, Health, Fixed Annuities, 401k, Small Business, Property & Casualty..., Commercial Insurance, Long-term Care, Dentistry
Education
University of Rhode Island 1973 — 1979
Business
University or Rhode Island
Pinnacle Financial Group December 1984 - Present
Skills
Annuities, Insurance, Health Insurance, Dental, Customer Relations, Financial Planning, Customer Service, Disability Insurance, Employee Benefits, Retirement Planning, Health, Fixed Annuities, 401k, Small Business, Property & Casualty..., Commercial Insurance, Long-term Care, Dentistry
Education
University of Rhode Island 1973 — 1979
Business
University or Rhode Island
Seth Buckley, CFP, CLU, ChFC, MSFS, AEP's Pinnacle Financial Group Experience April 2014 - Present
Job Vice President at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group April 2014 - Present
Buckley Financial January 1993 - April 2014
Bank of America / US Trust October 2003 - December 2009
Skills
Wealth Management, Succession Planning, Analysis, Life Insurance, Strategic Financial...
Education
The American College
MSFS
Suffolk University - Sawyer Business School
BA, Finance
Phillips Academy
Pinnacle Financial Group April 2014 - Present
Buckley Financial January 1993 - April 2014
Bank of America / US Trust October 2003 - December 2009
Skills
Wealth Management, Succession Planning, Analysis, Life Insurance, Strategic Financial...
Education
The American College
MSFS
Suffolk University - Sawyer Business School
BA, Finance
Phillips Academy
Jeremy Gulden's Pinnacle Financial Group Experience January 2010 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
Pinnacle Financial Group January 2010 - April 2010
Swartz Campbell June 2008 - August 2008
Strongsville City Schools January 2005 - July 2007
Education
Cleveland State University 2009 — 2010
Masters Business Administration
Miami University 2008 — 2009
Bachelor of Science in Business, Finance
Cuyahoga Community College 2007 — 2009
Associate of Arts
Strongsville High School 2004 — 2008
High School
Pinnacle Financial Group January 2010 - April 2010
Swartz Campbell June 2008 - August 2008
Strongsville City Schools January 2005 - July 2007
Education
Cleveland State University 2009 — 2010
Masters Business Administration
Miami University 2008 — 2009
Bachelor of Science in Business, Finance
Cuyahoga Community College 2007 — 2009
Associate of Arts
Strongsville High School 2004 — 2008
High School
Brock Walter's Pinnacle Financial Group Experience 1990 - Present
Job
Industry Real Estate
Experience
Pinnacle Financial Group 1990 - Present
Education
Kent State University 1979 — 1983
Accounting
Pinnacle Financial Group 1990 - Present
Education
Kent State University 1979 — 1983
Accounting
Jesus Concepcion's Pinnacle Financial Group Experience October 2004 - July 2008
Job Business Professional
Industry Hospital & Health Care
Experience
Catamaran August 2011 - Present
Orange County Clerk of Court February 2008 - August 2011
Pinnacle Financial Group October 2004 - July 2008
Skills
Microsoft Excel, Team Building, Strategic Planning, Sales, Customer Service, PowerPoint, Social Networking
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Catamaran August 2011 - Present
Orange County Clerk of Court February 2008 - August 2011
Pinnacle Financial Group October 2004 - July 2008
Skills
Microsoft Excel, Team Building, Strategic Planning, Sales, Customer Service, PowerPoint, Social Networking
Education
University of Central Florida 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TJ Sturtz's Pinnacle Financial Group Experience March 2010 - June 2011
Job BSA at Capital One Auto Finance
Industry Banking
Experience
Capital One Auto Finance October 2011 - Present
Shaw Systems Associates July 2006 - October 2011
Pinnacle Financial Group March 2010 - June 2011
Wells Fargo Bank January 2003 - June 2006
Wells Fargo Bank February 1996 - January 2003
US Army October 1991 - November 1994
Education
Arizona State University 1996 — 2000
Bachelors of Science, Marketing
Capital One Auto Finance October 2011 - Present
Shaw Systems Associates July 2006 - October 2011
Pinnacle Financial Group March 2010 - June 2011
Wells Fargo Bank January 2003 - June 2006
Wells Fargo Bank February 1996 - January 2003
US Army October 1991 - November 1994
Education
Arizona State University 1996 — 2000
Bachelors of Science, Marketing
Ron Garfinkel's Pinnacle Financial Group Experience April 2012 - Present
Job Regional Account Representative at Pinnacle Financial Group
Industry Automotive
Experience
Pinnacle Financial Group April 2012 - Present
tristate auto brokers January 1995 - December 2010
Education
University of Maryland College Park
Bachelor’s Degree, Business Administration and Management, General
Pinnacle Financial Group April 2012 - Present
tristate auto brokers January 1995 - December 2010
Education
University of Maryland College Park
Bachelor’s Degree, Business Administration and Management, General
Melinda Vajdic's Pinnacle Financial Group Experience November 2014 - Present
Job Director of Marketing and Communications at Pinnacle Financial Group
Industry Public Relations and Communications
Experience
Pinnacle Financial Group November 2014 - Present
Contract work for Business Marketing Association/Northwestern University May 2014 - October 2014
Township High School District 113 July 2013 - January 2014
interimexecs.org September 2011 - July 2013
Freelance January 2000 - August 2011
Knight-Ridder Financial News June 1996 - May 1997
Knight-Ridder Financial News January 1994 - May 1996
The Indianapolis Business Journal October 1992 - July 1993
Dow Jones Newswires 1990 - 1992
Skills
Blogging, International Relations, Journalism, Editing, Media Relations, Copywriting, Copy Editing, Publications, Newsletters, Proofreading, Social Media, SEO, Press Releases, Storytelling, Video, Writing, Public Speaking, Strategic Communications, Online Journalism, Community Outreach, Nonprofits, Marketing
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts, International Relations and International Economics
University of Missouri-Columbia
Bachelor of Journalism, journalism
Pinnacle Financial Group November 2014 - Present
Contract work for Business Marketing Association/Northwestern University May 2014 - October 2014
Township High School District 113 July 2013 - January 2014
interimexecs.org September 2011 - July 2013
Freelance January 2000 - August 2011
Knight-Ridder Financial News June 1996 - May 1997
Knight-Ridder Financial News January 1994 - May 1996
The Indianapolis Business Journal October 1992 - July 1993
Dow Jones Newswires 1990 - 1992
Skills
Blogging, International Relations, Journalism, Editing, Media Relations, Copywriting, Copy Editing, Publications, Newsletters, Proofreading, Social Media, SEO, Press Releases, Storytelling, Video, Writing, Public Speaking, Strategic Communications, Online Journalism, Community Outreach, Nonprofits, Marketing
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts, International Relations and International Economics
University of Missouri-Columbia
Bachelor of Journalism, journalism
Kenneth Masters, CFA, CLU, ChFC, AEP's Pinnacle Financial Group Experience April 2010 - Present
Job Director of Life Insurance Design and Development at Pinnacle Financial Group
Industry Insurance
Experience
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Daniel Coughlin's Pinnacle Financial Group Experience February 2013 - Present
Job Client Service Representative at Pinnacle Financial Group
Industry Entertainment
Experience
Pinnacle Financial Group February 2013 - Present
Advanced Media Works January 2006 - Present
Water Tree Events January 2006 - Present
WAS Productions 2005 - Present
Comet Press February 2011 - 2011
Monarch September 2009 - 2009
Lions Gate Films November 2007 - November 2007
United States Marine Corps September 1997 - June 2003
Skills
Film, Feature Films, Screenwriting, Film Production, Camera, Creative Writing, Screenwriter, Avid Media Composer, Camera Operating, Final Cut Pro, Technical Writing, Military Experience
Education
California State University-Dominguez Hills 2013 — 2014
Professional Certificate, Technical Writing
California State University-Long Beach 2003 — 2006
BA, Film and Electronic media/screenwriting
Pinnacle Financial Group February 2013 - Present
Advanced Media Works January 2006 - Present
Water Tree Events January 2006 - Present
WAS Productions 2005 - Present
Comet Press February 2011 - 2011
Monarch September 2009 - 2009
Lions Gate Films November 2007 - November 2007
United States Marine Corps September 1997 - June 2003
Skills
Film, Feature Films, Screenwriting, Film Production, Camera, Creative Writing, Screenwriter, Avid Media Composer, Camera Operating, Final Cut Pro, Technical Writing, Military Experience
Education
California State University-Dominguez Hills 2013 — 2014
Professional Certificate, Technical Writing
California State University-Long Beach 2003 — 2006
BA, Film and Electronic media/screenwriting
Alicia Gossling's Pinnacle Financial Group Experience October 2011 - December 2011
Job
Industry Mental Health Care
Experience
Full Circle Services, INC August 2012 - Present
Pinnacle Financial Group October 2011 - December 2011
Kirby Company July 2010 - September 2011
Skills
Sales Presentations, Sales Operations, Sales Management, Sales Process, Customer Satisfaction, Customer Retention
Education
Upper Iowa University 2014 — 2016
Criminal Justice and Corrections
Northeast Iowa Community College-Calmar 2013 — 2013
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Full Circle Services, INC August 2012 - Present
Pinnacle Financial Group October 2011 - December 2011
Kirby Company July 2010 - September 2011
Skills
Sales Presentations, Sales Operations, Sales Management, Sales Process, Customer Satisfaction, Customer Retention
Education
Upper Iowa University 2014 — 2016
Criminal Justice and Corrections
Northeast Iowa Community College-Calmar 2013 — 2013
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities