Pinnacle Financial Services
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Pinnacle Financial Services Employees
Employee
Years
Job
Industry
Leo Khalfin Leo Khalfin's Pinnacle Financial Services Experience March 2003 - August 2004
Job Finance Manager at Marty Cancila Dodge Chrylser Jeep
Industry Automotive
Experience
Marty Cancila Dodge Chrylser Jeep June 2007 - Present
Ed Napleton Honda August 2006 - June 2007
Lou Fusz August 2004 - August 2006
Pinnacle Financial Services March 2003 - August 2004
Skills
Financial Analysis, Credit Analysis, Inventory Analysis, Risk Assessment, Profit Maximization, Contract Negotiation, Forecasting, Strategic Planning, Process Improvement, Relationship Building, Relationship Management, Financial Reporting, Management, Employee Training, Problem Solving, Sales Management, Automotive, Customer Service, Finance, Microsoft Excel, Cost Accounting, Cash Flow, Working Capital..., Sales
Education
University of Missouri-Saint Louis 1997 — 2002
Bachelor's Degree, Finance, General
University of Missouri-Saint Louis 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Marty Cancila Dodge Chrylser Jeep June 2007 - Present
Ed Napleton Honda August 2006 - June 2007
Lou Fusz August 2004 - August 2006
Pinnacle Financial Services March 2003 - August 2004
Skills
Financial Analysis, Credit Analysis, Inventory Analysis, Risk Assessment, Profit Maximization, Contract Negotiation, Forecasting, Strategic Planning, Process Improvement, Relationship Building, Relationship Management, Financial Reporting, Management, Employee Training, Problem Solving, Sales Management, Automotive, Customer Service, Finance, Microsoft Excel, Cost Accounting, Cash Flow, Working Capital..., Sales
Education
University of Missouri-Saint Louis 1997 — 2002
Bachelor's Degree, Finance, General
University of Missouri-Saint Louis 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Katryna Krieger, MBA Katryna Krieger, MBA's Pinnacle Financial Services Experience January 2012 - December 2014
Job Software Implementation Specialist at eBay Enterprise
Industry Information Technology and Services
Experience
eBay Enterprise December 2014 - Present
Pinnacle Financial Services January 2012 - December 2014
Robert Half Finance & Accounting June 2009 - April 2012
US Navy July 2003 - October 2007
Skills
Accounting, Analysis, Outlook, Time Management, Troubleshooting, Human Resources, Business Development, Access, Training, Customer Service, Team Building, Nonprofits, Microsoft Office, Microsoft Excel, Research, Public Speaking, Management, Strategic Planning
Education
Palm Beach Atlantic University 2009 — 2012
MBA, Business Administration and Management, General
Hawaii Pacific University 2004 — 2009
B.S.B.A., Finance
Hawaii Pacific University 2004 — 2006
A.S., Accounting
eBay Enterprise December 2014 - Present
Pinnacle Financial Services January 2012 - December 2014
Robert Half Finance & Accounting June 2009 - April 2012
US Navy July 2003 - October 2007
Skills
Accounting, Analysis, Outlook, Time Management, Troubleshooting, Human Resources, Business Development, Access, Training, Customer Service, Team Building, Nonprofits, Microsoft Office, Microsoft Excel, Research, Public Speaking, Management, Strategic Planning
Education
Palm Beach Atlantic University 2009 — 2012
MBA, Business Administration and Management, General
Hawaii Pacific University 2004 — 2009
B.S.B.A., Finance
Hawaii Pacific University 2004 — 2006
A.S., Accounting
Beth Humphrey Beth Humphrey's Pinnacle Financial Services Experience August 2005 - December 2005
Job Account Executive & ForHire Vehicle Industry Specialist at Mitchell Humphrey & Co.
Industry Computer Software
Experience
Mitchell Humphrey December 2012 - Present
March of Dimes Missouri Chapter September 2010 - November 2012
March of Dimes Missouri Chapter January 2009 - August 2010
March of Dimes Missouri Chapter August 2007 - December 2008
March of Dimes Missouri Chapter February 2006 - July 2007
Pinnacle Financial Services August 2005 - December 2005
Skills
Fundraising, Event Planning, Non-profits, Leadership, Strategic Planning, Management, Nonprofits, Recruiting, Healthcare, Marketing, Public Relations, Analysis, Sales, Sponsorship, Event Management, Social Media Marketing, Social Media, Public Speaking, Marketing Strategy, Time Management, Account Management, New Business Development, Marketing Communications, Customer Service, Budgets, Contract Negotiation, Team Building, Social Networking, Business Development, Sales Management, Advertising, Team Leadership, CRM, Sales Operations, Salesforce.com, Direct Sales, Strategic Partnerships, Sales Process, Selling
Education
Saint Louis University John Cook School of Business 2002 — 2005
Bachelor of Science (B.S.), Marketing and Entrepreneurship
University of Missouri-Columbia 2000 — 2002
Business
Visitation Academy 1994 — 2000
Andrews Academy
Mitchell Humphrey December 2012 - Present
March of Dimes Missouri Chapter September 2010 - November 2012
March of Dimes Missouri Chapter January 2009 - August 2010
March of Dimes Missouri Chapter August 2007 - December 2008
March of Dimes Missouri Chapter February 2006 - July 2007
Pinnacle Financial Services August 2005 - December 2005
Skills
Fundraising, Event Planning, Non-profits, Leadership, Strategic Planning, Management, Nonprofits, Recruiting, Healthcare, Marketing, Public Relations, Analysis, Sales, Sponsorship, Event Management, Social Media Marketing, Social Media, Public Speaking, Marketing Strategy, Time Management, Account Management, New Business Development, Marketing Communications, Customer Service, Budgets, Contract Negotiation, Team Building, Social Networking, Business Development, Sales Management, Advertising, Team Leadership, CRM, Sales Operations, Salesforce.com, Direct Sales, Strategic Partnerships, Sales Process, Selling
Education
Saint Louis University John Cook School of Business 2002 — 2005
Bachelor of Science (B.S.), Marketing and Entrepreneurship
University of Missouri-Columbia 2000 — 2002
Business
Visitation Academy 1994 — 2000
Andrews Academy
Jill Wass's Pinnacle Financial Services Experience 2004 - 2007
Job Manager
Industry Construction
Experience
J Wass Construction June 2007 - Present
Financial Recovery Services 2007 - 2009
Tri-Clean 2006 - 2007
Pinnacle Financial Services 2004 - 2007
Skills
Outlook, Accounts Receivable, Data Entry, Accounts Payable, Customer Service, Microsoft Excel, Budgets, Payroll, Teamwork
Education
Maplewood Academy
Ridgewater College
J Wass Construction June 2007 - Present
Financial Recovery Services 2007 - 2009
Tri-Clean 2006 - 2007
Pinnacle Financial Services 2004 - 2007
Skills
Outlook, Accounts Receivable, Data Entry, Accounts Payable, Customer Service, Microsoft Excel, Budgets, Payroll, Teamwork
Education
Maplewood Academy
Ridgewater College
Brittney Roberts's Pinnacle Financial Services Experience 2008 - 2015
Job Marketing Professional
Industry Public Relations and Communications
Experience
The Marketing Stop July 2010 - Present
Pinnacle Financial Services 2008 - 2015
The Patient's Guide October 2011 - January 2013
Platinum Properties Investor Network September 2008 - November 2011
Platinum Properties Investor Network September 2008 - October 2009
Conversantlife.com January 2008 - May 2008
J.E. Davis Production Services 2007 - 2008
Insight Financial 2005 - 2008
Vanguard University of Southern California May 2006 - May 2007
Skills
Social Media Marketing, Email Marketing, Blogging, Web Marketing, SEO, Social Media, Event Planning, Marketing, Marketing Communications, Press Releases, Public Relations, Lead Generation, Newsletters, Online Marketing, PPC, Business Development, Content Strategy, Mobile Marketing, New Media, Online Advertising, Strategy, Social Networking, Editing, Copywriting, Digital Marketing, Account Management, Leadership, Public Speaking, Training, Corporate Communications, Marketing Strategy, Digital Media, SEM, Internet Marketing, Affiliate Marketing, Market Planning, Web Design, Sales, Video, Management, Brand Awareness, Media Relations, Facebook, Integrated Marketing, Brand Development, Content Development, Digital Strategy, Publicity, Advertising, Infusionsoft
Education
Vanguard University of Southern California 2004 — 2008
Bachelors Degree, Communication Studies
Northwest Christian School 2000 — 2004
High School Diploma
California State University-Fullerton
The Marketing Stop July 2010 - Present
Pinnacle Financial Services 2008 - 2015
The Patient's Guide October 2011 - January 2013
Platinum Properties Investor Network September 2008 - November 2011
Platinum Properties Investor Network September 2008 - October 2009
Conversantlife.com January 2008 - May 2008
J.E. Davis Production Services 2007 - 2008
Insight Financial 2005 - 2008
Vanguard University of Southern California May 2006 - May 2007
Skills
Social Media Marketing, Email Marketing, Blogging, Web Marketing, SEO, Social Media, Event Planning, Marketing, Marketing Communications, Press Releases, Public Relations, Lead Generation, Newsletters, Online Marketing, PPC, Business Development, Content Strategy, Mobile Marketing, New Media, Online Advertising, Strategy, Social Networking, Editing, Copywriting, Digital Marketing, Account Management, Leadership, Public Speaking, Training, Corporate Communications, Marketing Strategy, Digital Media, SEM, Internet Marketing, Affiliate Marketing, Market Planning, Web Design, Sales, Video, Management, Brand Awareness, Media Relations, Facebook, Integrated Marketing, Brand Development, Content Development, Digital Strategy, Publicity, Advertising, Infusionsoft
Education
Vanguard University of Southern California 2004 — 2008
Bachelors Degree, Communication Studies
Northwest Christian School 2000 — 2004
High School Diploma
California State University-Fullerton
Robert Brzyski's Pinnacle Financial Services Experience November 1996 - Present
Job Vice President Annuity, Life and Long Term Care
Industry Financial Services
Experience
Pinnacle Financial Services November 1996 - Present
Skills
Medicare Supplements, Long Term Care, Annuities, Term Life Insurance, Medicare, Long-term Care, Whole Life, Fixed Annuities, Insurance, Long Term Care Insurance, Universal Life, 401k, Life Insurance
Education
Temple University
Bachelor of Business Administration (B.B.A.), Risk Management, Insurance and Actuarial Science
Pinnacle Financial Services November 1996 - Present
Skills
Medicare Supplements, Long Term Care, Annuities, Term Life Insurance, Medicare, Long-term Care, Whole Life, Fixed Annuities, Insurance, Long Term Care Insurance, Universal Life, 401k, Life Insurance
Education
Temple University
Bachelor of Business Administration (B.B.A.), Risk Management, Insurance and Actuarial Science
Caitlin Ford's Pinnacle Financial Services Experience June 2014 - Present
Job Pension Reconciliation Specialist
Industry Financial Services
Experience
3(16) Fiduciary Services Corporation June 2014 - Present
Pinnacle Financial Services June 2014 - Present
Pinnacle Financial Services 2009 - June 2014
Pinnacle Financial Services January 2005 - January 2009
Skills
401k, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Leadership, Management, Social Networking
Education
Florida Atlantic University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Palm Beach State College 2009 — 2011
Associate of Arts (AA), No major
Cardinal Newman 2005 — 2009
High school, High School/Secondary Diplomas and Certificates
3(16) Fiduciary Services Corporation June 2014 - Present
Pinnacle Financial Services June 2014 - Present
Pinnacle Financial Services 2009 - June 2014
Pinnacle Financial Services January 2005 - January 2009
Skills
401k, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Leadership, Management, Social Networking
Education
Florida Atlantic University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Palm Beach State College 2009 — 2011
Associate of Arts (AA), No major
Cardinal Newman 2005 — 2009
High school, High School/Secondary Diplomas and Certificates
Ferdinand Sta Ana Ferdinand Sta Ana's Pinnacle Financial Services Experience April 2014 - Present
Job Independent Insurance Broker at Pinnacle Financial Services
Industry Insurance
Experience
Pinnacle Financial Services April 2014 - Present
Mutual of Omaha Insurance Company 2013 - July 2014
Wells Fargo Bank December 2012 - June 2013
New York Life Insurance Company May 2010 - November 2012
Insular Life Assurance company June 1998 - March 2005
BPI Family Savings Bank September 1991 - May 2002
Skills
Positive Team Player, Never give up attitude, Flexible approach to..., Competitive Marketing..., Customer Oriented, Highly detail oriented, Analytics, Account Reconciliation, Quality Assurance, Team Leadership, Perfectionist, Resourceful..., Competitive Analysis, Self-driven, Self-confidence, Dependable Team Player, Positive Personality, Positive Can-do Attitude, People Skills, Highly personable, Sense Of Urgency, Competitive Strategies, Fixed Annuities
Education
Polytechnic University of the Philippines 1983 — 1987
Bachelor in Accountacy, Major in Accounting
Rizal High School - Philippines 1979 — 1983
Pinnacle Financial Services April 2014 - Present
Mutual of Omaha Insurance Company 2013 - July 2014
Wells Fargo Bank December 2012 - June 2013
New York Life Insurance Company May 2010 - November 2012
Insular Life Assurance company June 1998 - March 2005
BPI Family Savings Bank September 1991 - May 2002
Skills
Positive Team Player, Never give up attitude, Flexible approach to..., Competitive Marketing..., Customer Oriented, Highly detail oriented, Analytics, Account Reconciliation, Quality Assurance, Team Leadership, Perfectionist, Resourceful..., Competitive Analysis, Self-driven, Self-confidence, Dependable Team Player, Positive Personality, Positive Can-do Attitude, People Skills, Highly personable, Sense Of Urgency, Competitive Strategies, Fixed Annuities
Education
Polytechnic University of the Philippines 1983 — 1987
Bachelor in Accountacy, Major in Accounting
Rizal High School - Philippines 1979 — 1983
Scott Shafman- The Shafman Group's Pinnacle Financial Services Experience December 2002 - April 2009
Job Mortgage Banker at Cornerstone Mortgage
Industry Real Estate
Experience
Cornerstone Mortgage April 2010 - Present
Pinnacle Financial Services December 2002 - April 2009
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Investment Properties, USDA, Loan Origination, Loans, Mortgage Banking, Customer Satisfaction, Banking, FHA financing, Finance, Sellers, Underwriting, Customer Service, Investments, FHA, Team Building, VA loans, Negotiation, Residential Mortgages, Sales, Marketing
Education
The University of Kansas 1990 — 1995
Bachelors, Business Administration
Cornerstone Mortgage April 2010 - Present
Pinnacle Financial Services December 2002 - April 2009
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Investment Properties, USDA, Loan Origination, Loans, Mortgage Banking, Customer Satisfaction, Banking, FHA financing, Finance, Sellers, Underwriting, Customer Service, Investments, FHA, Team Building, VA loans, Negotiation, Residential Mortgages, Sales, Marketing
Education
The University of Kansas 1990 — 1995
Bachelors, Business Administration
Sherri Dixon Sherri Dixon's Pinnacle Financial Services Experience May 2004 - August 2006
Job Mortgage Underwriter, Mortgage Processing FHA, VA
Industry Banking
Experience
Wells Fargo Home Mortgage February 2014 - March 2015
Wells Fargo October 2012 - August 2013
Wells Fargo November 2011 - October 2012
Wells Fargo January 2011 - October 2011
Bank of America April 2010 - December 2010
Premier Mortgage Funding January 2006 - October 2009
Pinnacle Financial Services May 2004 - August 2006
Saint Louis Christian Center 2004 - 2006
Edward Jones 1999 - 2002
Skills
Mortgage Banking, Credit, Loans, FHA, Leadership, Loan Origination, Mortgage Lending, Mortgage Underwriting, Underwriting, VA loans, Analysis, Credit Analysis, Residential Mortgages, Call Centers, Refinance
Education
Illinois State University
Bachelor of Science (B.S.), Finance
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management, Business Information Systems
Wells Fargo Home Mortgage February 2014 - March 2015
Wells Fargo October 2012 - August 2013
Wells Fargo November 2011 - October 2012
Wells Fargo January 2011 - October 2011
Bank of America April 2010 - December 2010
Premier Mortgage Funding January 2006 - October 2009
Pinnacle Financial Services May 2004 - August 2006
Saint Louis Christian Center 2004 - 2006
Edward Jones 1999 - 2002
Skills
Mortgage Banking, Credit, Loans, FHA, Leadership, Loan Origination, Mortgage Lending, Mortgage Underwriting, Underwriting, VA loans, Analysis, Credit Analysis, Residential Mortgages, Call Centers, Refinance
Education
Illinois State University
Bachelor of Science (B.S.), Finance
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management, Business Information Systems
Robert Amlotte Robert Amlotte's Pinnacle Financial Services Experience September 2011 - October 2013
Job .Net Developer at Pinnacle Financial
Industry Information Technology and Services
Experience
Spectrum Voice Technologies "TeleTrack" December 2010 - Present
Pinnacle Financial Services September 2011 - October 2013
Advanced Call Processing June 2009 - September 2009
American Express October 2005 - May 2009
Spectrum Voice Technology January 1989 - March 2004
GTE Engineering May 1988 - December 1988
Lockheed Aircraft September 1987 - May 1988
Microvoice Corporation June 1986 - July 1987
Hughes Aircraft Corporation July 1979 - June 1986
Skills
Troubleshooting, Integration, Microsoft SQL Server, Technical Support, Networking, Quality Assurance, Testing, Hardware, Telecommunications, Switches, Visual Basic, ASP.NET, Software Development, .NET
Education
PC Professor (FAU Affiliate: Microsoft IT Campus) 2009 — 2011
Microsoft Net Software Development
Orange Coast College 1980 — 1984
2 yr degree, Electronic Technology
Spectrum Voice Technologies "TeleTrack" December 2010 - Present
Pinnacle Financial Services September 2011 - October 2013
Advanced Call Processing June 2009 - September 2009
American Express October 2005 - May 2009
Spectrum Voice Technology January 1989 - March 2004
GTE Engineering May 1988 - December 1988
Lockheed Aircraft September 1987 - May 1988
Microvoice Corporation June 1986 - July 1987
Hughes Aircraft Corporation July 1979 - June 1986
Skills
Troubleshooting, Integration, Microsoft SQL Server, Technical Support, Networking, Quality Assurance, Testing, Hardware, Telecommunications, Switches, Visual Basic, ASP.NET, Software Development, .NET
Education
PC Professor (FAU Affiliate: Microsoft IT Campus) 2009 — 2011
Microsoft Net Software Development
Orange Coast College 1980 — 1984
2 yr degree, Electronic Technology
Josh Denlow's Pinnacle Financial Services Experience January 2007 - June 2009
Job Sr. Mortgage Banker at First Advantage Mortgage
Industry Banking
Experience
First Advantage Mortgage June 2009 - Present
Pinnacle Financial Services January 2007 - June 2009
Chicago Mortgage Group January 2004 - January 2007
Skills
Mortgage Lending, Refinance, FHA, Investment Properties, Mortgage Banking, Rates, Loan Origination, Residential Mortgages, FHA financing, Referrals, Credit, VA loans, Loans, Government Loans
Education
University of Kansas 1990 — 1995
Bachelor of Arts, Psychology
First Advantage Mortgage June 2009 - Present
Pinnacle Financial Services January 2007 - June 2009
Chicago Mortgage Group January 2004 - January 2007
Skills
Mortgage Lending, Refinance, FHA, Investment Properties, Mortgage Banking, Rates, Loan Origination, Residential Mortgages, FHA financing, Referrals, Credit, VA loans, Loans, Government Loans
Education
University of Kansas 1990 — 1995
Bachelor of Arts, Psychology
Rafael Cansimbe Rafael Cansimbe's Pinnacle Financial Services Experience December 2014 - Present
Job Consultant at Pinnacle Financial Services
Industry Government Administration
Experience
Pinnacle Financial Services December 2014 - Present
California State Senate August 2010 - November 2014
California Department of Veterans Affairs June 1997 - July 2010
Skills
Speech Writing, Political Campaigns, Political Science, Politics, Community Development, Nonprofits, Legislative Relations, Policy, Public Relations, Public Affairs, Research, Community Organizing, Public Policy, Community Outreach, Fundraising, Public Speaking, Event Management, Program Management, Government, Policy Analysis, Program Development, Leadership, Strategic Planning, Non-profit...
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master's, Public Administration
California State University Sacramento 2007 — 2009
Baccalaureate of Art, Government
Officer / Warrant Officer Candidate School 2008 — 2008
Warrrant Officer
UC Davis Extension
Mgt. Certificate, Management
Pinnacle Financial Services December 2014 - Present
California State Senate August 2010 - November 2014
California Department of Veterans Affairs June 1997 - July 2010
Skills
Speech Writing, Political Campaigns, Political Science, Politics, Community Development, Nonprofits, Legislative Relations, Policy, Public Relations, Public Affairs, Research, Community Organizing, Public Policy, Community Outreach, Fundraising, Public Speaking, Event Management, Program Management, Government, Policy Analysis, Program Development, Leadership, Strategic Planning, Non-profit...
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master's, Public Administration
California State University Sacramento 2007 — 2009
Baccalaureate of Art, Government
Officer / Warrant Officer Candidate School 2008 — 2008
Warrrant Officer
UC Davis Extension
Mgt. Certificate, Management
Frank Pepe III, EA Frank Pepe III, EA's Pinnacle Financial Services Experience July 2008 - February 2012
Job Manager, Client Services
Industry Financial Services
Experience
Ingham Retirement Group June 2015 - Present
Caribbean Pension Consultants, Inc. February 2012 - October 2014
Pinnacle Financial Services July 2008 - February 2012
Frank J Pepe III Appraisals March 2002 - June 2008
International Consultants March 1997 - March 2002
Skills
Real Estate, Investments, Management, Investment Properties, Real Estate Appraisal, Online Advertising
Education
Florida Atlantic University
Bachelor's Degree, Accounting
Ingham Retirement Group June 2015 - Present
Caribbean Pension Consultants, Inc. February 2012 - October 2014
Pinnacle Financial Services July 2008 - February 2012
Frank J Pepe III Appraisals March 2002 - June 2008
International Consultants March 1997 - March 2002
Skills
Real Estate, Investments, Management, Investment Properties, Real Estate Appraisal, Online Advertising
Education
Florida Atlantic University
Bachelor's Degree, Accounting
Lizette Napoli Lizette Napoli's Pinnacle Financial Services Experience 2011 - 2012
Job Human Resources Coordinator/Recruiter at Mind & Mobility
Industry Hospital & Health Care
Experience
Alternative Home Health Care LLC March 2014 - Present
Mind & Mobility 2013 - Present
Advocate Home Care Services 2012 - 2013
Pinnacle Financial Services 2011 - 2012
Skills
Recruiting, Nurse Recruitment, Marketing, Marketing Communications, Social Networking, Customer Service, HR Consulting, Interviews, Office Administration, Office Management, QuickBooks, Training
Education
Keiser University-Ft Lauderdale
Bachelor of Arts (BA), General Studies
Technical Career Institutes
Associate of Arts (AA), Business Administration and Management, General
Alternative Home Health Care LLC March 2014 - Present
Mind & Mobility 2013 - Present
Advocate Home Care Services 2012 - 2013
Pinnacle Financial Services 2011 - 2012
Skills
Recruiting, Nurse Recruitment, Marketing, Marketing Communications, Social Networking, Customer Service, HR Consulting, Interviews, Office Administration, Office Management, QuickBooks, Training
Education
Keiser University-Ft Lauderdale
Bachelor of Arts (BA), General Studies
Technical Career Institutes
Associate of Arts (AA), Business Administration and Management, General
Julio Ernesto Salvat Sr. Julio Ernesto Salvat Sr.'s Pinnacle Financial Services Experience October 1988 - July 2006
Job System Analyst DB Programmer
Industry Information Technology and Services
Experience
BMV December 2011 - Present
Boca/Delray Pathology Lab, Delray Beach, Florida June 2010 - December 2011
Toni's Casa Napoli of Georgia February 2007 - June 2009
Pinnacle Financial Services October 1988 - July 2006
The Town of Pembroke Park April 1983 - August 1988
Electronic Data Systems - EDS January 1982 - January 1983
Skills
Databases, Microsoft SQL Server, Visual Basic, Access, SQL, Oracle, Network Administration, Database Design, Security, Microsoft Exchange, MySQL, Networking, T-SQL
Education
Gwinnett Technical College 2010 — 2010
A+ CompTia Certification
Emory Center for Lifelong Learning 2008 — 2008
MySQL Certification Course
Broward College 1985 — 1987
Associate In Science, Information Technology
Control Data Institute 1980 — 1982
Information Technology, Computer Programming
Dekalb Community College 1979 — 1980
Associate In Arts, Computer Technology
BMV December 2011 - Present
Boca/Delray Pathology Lab, Delray Beach, Florida June 2010 - December 2011
Toni's Casa Napoli of Georgia February 2007 - June 2009
Pinnacle Financial Services October 1988 - July 2006
The Town of Pembroke Park April 1983 - August 1988
Electronic Data Systems - EDS January 1982 - January 1983
Skills
Databases, Microsoft SQL Server, Visual Basic, Access, SQL, Oracle, Network Administration, Database Design, Security, Microsoft Exchange, MySQL, Networking, T-SQL
Education
Gwinnett Technical College 2010 — 2010
A+ CompTia Certification
Emory Center for Lifelong Learning 2008 — 2008
MySQL Certification Course
Broward College 1985 — 1987
Associate In Science, Information Technology
Control Data Institute 1980 — 1982
Information Technology, Computer Programming
Dekalb Community College 1979 — 1980
Associate In Arts, Computer Technology
Sarah Lalli, QKA's Pinnacle Financial Services Experience May 2010 - Present
Job Processing Department Manager at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services May 2010 - Present
University of Phoenix December 2009 - April 2010
The Suburban Collection August 2009 - November 2009
High Seas Technology, Inc. May 2009 - August 2009
LeasePlan March 2007 - May 2009
Ultra Tan October 2002 - March 2007
TMP Worldwide June 2001 - February 2003
Skills
Team Building, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Executive Management, Financial Services, Advertising, Account Reconciliation, Finance, Account Management, Process Improvement, Leadership, Team Leadership, Accounting, Budgets, Business Analysis, Financial Reporting, QuickBooks, Customer Satisfaction, 401k, Data Analysis, Credit, Mortgage Lending, Strategic Planning, Forecasting, Business Development, Contract Negotiation, Customer Service, Training, Management, Banking, Negotiation, Operations Management, Sales, Marketing, Insurance, Strategic Financial..., Business Planning, Risk Management, Business Process..., Outlook, Employee Benefits, Mutual Funds, Retirement, Business Strategy, CRM, Analysis, Coaching, Financial Accounting
Education
Strayer University-Florida 2010 — 2012
Master of Science, Accounting
Strayer University-Florida 2007 — 2009
Bachelor's of Business Administration, Finance
Benedictine University 2005 — 2007
Business
Pinnacle Financial Services May 2010 - Present
University of Phoenix December 2009 - April 2010
The Suburban Collection August 2009 - November 2009
High Seas Technology, Inc. May 2009 - August 2009
LeasePlan March 2007 - May 2009
Ultra Tan October 2002 - March 2007
TMP Worldwide June 2001 - February 2003
Skills
Team Building, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Executive Management, Financial Services, Advertising, Account Reconciliation, Finance, Account Management, Process Improvement, Leadership, Team Leadership, Accounting, Budgets, Business Analysis, Financial Reporting, QuickBooks, Customer Satisfaction, 401k, Data Analysis, Credit, Mortgage Lending, Strategic Planning, Forecasting, Business Development, Contract Negotiation, Customer Service, Training, Management, Banking, Negotiation, Operations Management, Sales, Marketing, Insurance, Strategic Financial..., Business Planning, Risk Management, Business Process..., Outlook, Employee Benefits, Mutual Funds, Retirement, Business Strategy, CRM, Analysis, Coaching, Financial Accounting
Education
Strayer University-Florida 2010 — 2012
Master of Science, Accounting
Strayer University-Florida 2007 — 2009
Bachelor's of Business Administration, Finance
Benedictine University 2005 — 2007
Business
Caroline (Landree) Geiser Caroline (Landree) Geiser's Pinnacle Financial Services Experience June 2007 - August 2007
Job Account Supervisor at Exponent PR
Industry Public Relations and Communications
Experience
Exponent PR February 2013 - Present
Maccabee Public Relations June 2010 - January 2013
Edelman September 2008 - June 2010
Weber Shandwick June 2008 - August 2008
The Hauser Group January 2008 - May 2008
Alzheimer's Association September 2007 - November 2007
Pinnacle Financial Services June 2007 - August 2007
Skills
Media Relations, Public Relations, Strategic Communications, Social Media, Marketing Communications, Event Management, Social Media Marketing, Press Releases, Corporate Communications, Writing, Marketing
Education
Saint Louis University 2004 — 2008
Communications with a PR focus
Exponent PR February 2013 - Present
Maccabee Public Relations June 2010 - January 2013
Edelman September 2008 - June 2010
Weber Shandwick June 2008 - August 2008
The Hauser Group January 2008 - May 2008
Alzheimer's Association September 2007 - November 2007
Pinnacle Financial Services June 2007 - August 2007
Skills
Media Relations, Public Relations, Strategic Communications, Social Media, Marketing Communications, Event Management, Social Media Marketing, Press Releases, Corporate Communications, Writing, Marketing
Education
Saint Louis University 2004 — 2008
Communications with a PR focus
Ken Reilly's Pinnacle Financial Services Experience 2003 - 2006
Job Managing Director Impact Weath Partners LLC
Industry Wholesale
Experience
Wealth Impact Partners January 2009 - Present
Pinnacle Financial Services 2003 - 2006
IMC Mortgage Company 1993 - 2000
Skills
Real Estate Financing, Residential Mortgages, Insurance, Commercial Lending, Credit, FHA financing, Loan Origination, FHA, Sales, Mortgage Lending, Mortgage Banking, Business Development, Finance, Credit Analysis, Underwriting, Investment Properties, Strategic Planning, Portfolio Management, Banking, Wholesale Lending, Real Estate, VA loans, Commercial Mortgages, Mortgage Underwriting, USDA, Reverse Mortgages, Real Estate Economics, Loss Mitigation, FHA Financing
Education
University of Florida 1976 — 1978
Bachelor of Science (BS), Financial Planning and Services
Richard Stockton College of New Jersey 1974 — 1976
Bachelor of Science (BS), Finance, General
Wealth Impact Partners January 2009 - Present
Pinnacle Financial Services 2003 - 2006
IMC Mortgage Company 1993 - 2000
Skills
Real Estate Financing, Residential Mortgages, Insurance, Commercial Lending, Credit, FHA financing, Loan Origination, FHA, Sales, Mortgage Lending, Mortgage Banking, Business Development, Finance, Credit Analysis, Underwriting, Investment Properties, Strategic Planning, Portfolio Management, Banking, Wholesale Lending, Real Estate, VA loans, Commercial Mortgages, Mortgage Underwriting, USDA, Reverse Mortgages, Real Estate Economics, Loss Mitigation, FHA Financing
Education
University of Florida 1976 — 1978
Bachelor of Science (BS), Financial Planning and Services
Richard Stockton College of New Jersey 1974 — 1976
Bachelor of Science (BS), Finance, General
Isaac Foote's Pinnacle Financial Services Experience 2000 - 2005
Job Lead Systems Engineer at TransUnion
Industry Information Technology and Services
Experience
TransUnion March 2015 - Present
TransUnion January 2011 - March 2015
TransUnion June 2005 - January 2011
Pinnacle Financial Services 2000 - 2005
Skills
VMware, Disaster Recovery, Windows Server, Virtualization, Active Directory, Software Documentation, Servers, VMware ESX, System Deployment, vSphere, Data Center, Microsoft Exchange, SCCM
Education
DeVry University-Ohio 1999 — 2002
Bachelor of Science, Computer Information Systems
TransUnion March 2015 - Present
TransUnion January 2011 - March 2015
TransUnion June 2005 - January 2011
Pinnacle Financial Services 2000 - 2005
Skills
VMware, Disaster Recovery, Windows Server, Virtualization, Active Directory, Software Documentation, Servers, VMware ESX, System Deployment, vSphere, Data Center, Microsoft Exchange, SCCM
Education
DeVry University-Ohio 1999 — 2002
Bachelor of Science, Computer Information Systems
LaTonya Jones's Pinnacle Financial Services Experience October 2006 - December 2011
Job Experienced Administrative Assistant
Industry Financial Services
Experience
TBC Corporation October 2012 - Present
Pinnacle Financial Services October 2006 - December 2011
All American Shutters & Glass October 2005 - June 2006
Folding Shutter Corporation March 2003 - October 2005
City of Riviera Beach March 1987 - December 1993
Skills
Word, Excel, Outlook, Microsoft Office, Internet, Sungard, Relius Government Forms, Type 65 wpm, Microsoft Word, Microsoft Excel, Customer Service, Recruiting
Education
Saint Leo University 2011 — 2014
B/A, Liberal Arts and Sciences/Liberal Studies
South University 1993 — 1995
A/S, Office Administration w computer orientation
TBC Corporation October 2012 - Present
Pinnacle Financial Services October 2006 - December 2011
All American Shutters & Glass October 2005 - June 2006
Folding Shutter Corporation March 2003 - October 2005
City of Riviera Beach March 1987 - December 1993
Skills
Word, Excel, Outlook, Microsoft Office, Internet, Sungard, Relius Government Forms, Type 65 wpm, Microsoft Word, Microsoft Excel, Customer Service, Recruiting
Education
Saint Leo University 2011 — 2014
B/A, Liberal Arts and Sciences/Liberal Studies
South University 1993 — 1995
A/S, Office Administration w computer orientation
Drew McKaig's Pinnacle Financial Services Experience April 2003 - Present
Job Owner, Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services April 2003 - Present
Furrs Restaurant Group 1983 - 2003
Education
Northern Arizona University 1979 — 1983
BSBA, Hotel & Restaurant Management
All of them!
Pinnacle Financial Services April 2003 - Present
Furrs Restaurant Group 1983 - 2003
Education
Northern Arizona University 1979 — 1983
BSBA, Hotel & Restaurant Management
All of them!
April Hill's Pinnacle Financial Services Experience 2006 - 2007
Job Sales and Marketing Specialist at Charter Business
Industry Marketing and Advertising
Experience
Charter Business November 2012 - Present
Charter Communications July 2011 - October 2012
Quilogy February 2007 - June 2010
Pinnacle Financial Services 2006 - 2007
CreveCor Mortgage 2004 - 2006
Education
Lindenwood University
Business Administration, Marketing
Charter Business November 2012 - Present
Charter Communications July 2011 - October 2012
Quilogy February 2007 - June 2010
Pinnacle Financial Services 2006 - 2007
CreveCor Mortgage 2004 - 2006
Education
Lindenwood University
Business Administration, Marketing
Ted Key's Pinnacle Financial Services Experience
Job National Business Director at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services
Skills
401k
Education
Liberty University
B.S, Finance
Pinnacle Financial Services
Skills
401k
Education
Liberty University
B.S, Finance
Donal Ford, CPC, AIFA's Pinnacle Financial Services Experience October 1994 - Present
Job President at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services October 1994 - Present
Foundation Chiropractic October 1985 - September 1994
Skills
Leadership, Retirement Plan..., 401k, Profit Sharing, Investment Advisory, Investments, Employee Benefits, ERISA, Retirement Planning, Strategic Financial..., Sales, Asset Allocation, Pensions, Retirement, Payroll, Defined Benefit, Series 6, Fixed Annuities, Insurance, IRAs, Investment Strategies, ETFs, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, 401k Rollovers, Financial Advisory, Estate Planning, Wealth Accumulation, Roth IRA, Long-term Care, Wealth, Financial Planners, Alternative Investments, Investment Management, Series 24, Life Insurance, Qualified Retirement..., Disability Insurance, Securities, Bonds, Defined Contribution, Executive Pay, 403 b, Asset Management
Education
Life University 1982 — 1985
D.C., Chiropractic
University of Florida - Warrington College of Business Administration 1973 — 1976
B.S.B.A, Finance
Pinnacle Financial Services October 1994 - Present
Foundation Chiropractic October 1985 - September 1994
Skills
Leadership, Retirement Plan..., 401k, Profit Sharing, Investment Advisory, Investments, Employee Benefits, ERISA, Retirement Planning, Strategic Financial..., Sales, Asset Allocation, Pensions, Retirement, Payroll, Defined Benefit, Series 6, Fixed Annuities, Insurance, IRAs, Investment Strategies, ETFs, Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, 401k Rollovers, Financial Advisory, Estate Planning, Wealth Accumulation, Roth IRA, Long-term Care, Wealth, Financial Planners, Alternative Investments, Investment Management, Series 24, Life Insurance, Qualified Retirement..., Disability Insurance, Securities, Bonds, Defined Contribution, Executive Pay, 403 b, Asset Management
Education
Life University 1982 — 1985
D.C., Chiropractic
University of Florida - Warrington College of Business Administration 1973 — 1976
B.S.B.A, Finance
Winston Crosbie II's Pinnacle Financial Services Experience 2007 - Present
Job Managing Director of Information Technology at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services 2007 - Present
Citrix Systems, Inc. 2005 - 2007
Siemens Enterprise Communications 2000 - 2005
Education
Florida Atlantic University 2000 — 2003
BSCE, Computer Engineering
University of Florida 1992 — 1995
Mechanical Engineering
Wellington Community High School 1988 — 1992
Diploma, General
Pinnacle Financial Services 2007 - Present
Citrix Systems, Inc. 2005 - 2007
Siemens Enterprise Communications 2000 - 2005
Education
Florida Atlantic University 2000 — 2003
BSCE, Computer Engineering
University of Florida 1992 — 1995
Mechanical Engineering
Wellington Community High School 1988 — 1992
Diploma, General
Ali Fawaz, AIF®, CRPC®'s Pinnacle Financial Services Experience October 2007 - March 2012
Job Senior Retriement Plan & ERISA Consultant at 1st Global
Industry Financial Services
Experience
1st Global January 2015 - Present
Great-West Financial November 2012 - December 2014
Smith Anglin Financial March 2012 - December 2012
Pinnacle Financial Services October 2007 - March 2012
North Star Insurance October 2001 - August 2007
Consortium Investments December 1998 - October 2001
Skills
401k, Employee Benefits, Series 6, Defined Contribution, Investments, ERISA, Insurance, Non-Qualified Deferred..., Mutual Funds, Leadership, Series 63, Retirement Planning, Retirement
Education
Baylor University 1995 — 1998
MIJ, Journalism
Baylor University 1991 — 1995
BA, Political Science & Philosophy
Hillcrest 1985 — 1990
High School Diploma
1st Global January 2015 - Present
Great-West Financial November 2012 - December 2014
Smith Anglin Financial March 2012 - December 2012
Pinnacle Financial Services October 2007 - March 2012
North Star Insurance October 2001 - August 2007
Consortium Investments December 1998 - October 2001
Skills
401k, Employee Benefits, Series 6, Defined Contribution, Investments, ERISA, Insurance, Non-Qualified Deferred..., Mutual Funds, Leadership, Series 63, Retirement Planning, Retirement
Education
Baylor University 1995 — 1998
MIJ, Journalism
Baylor University 1991 — 1995
BA, Political Science & Philosophy
Hillcrest 1985 — 1990
High School Diploma
Steven Misner's Pinnacle Financial Services Experience January 2000 - August 2004
Job Education Management Professional
Industry Education Management
Experience
Palm Beach County School District 2006 - Present
Palm Beach State College August 2004 - August 2006
Pinnacle Financial Services January 2000 - August 2004
Skills
Visual Basic, MS Office Automation, Web Development
Education
Florida Atlantic University 1988 — 1991
BA, Mathematics
Palm Beach County School District 2006 - Present
Palm Beach State College August 2004 - August 2006
Pinnacle Financial Services January 2000 - August 2004
Skills
Visual Basic, MS Office Automation, Web Development
Education
Florida Atlantic University 1988 — 1991
BA, Mathematics
Ken Coffel's Pinnacle Financial Services Experience August 2005 - September 2006
Job SemiRetired
Industry Medical Devices
Experience
Executor of Estate of Kenneth L. Coffel & custodial health decision maker for mother with dementia August 2006 - March 2012
Pinnacle Financial Services August 2005 - September 2006
Riata Holdings February 2005 - August 2005
STERIS Corporation 2000 - 2003
Pedigo Products, Inc. February 1996 - December 1999
Stryker Corporation September 1984 - February 1996
Skills
Market Development, Medical Devices, Sales Operations, Capital Equipment, Cross-functional Team..., Product Launch, Orthopedics, Operating Room, Healthcare, Sales Management, Business Analytics, Business Strategy, New Business Development, Recruiting
Education
Seattle University 1969 — 1972
BA, Major Political Science & History, Minor Economics, 3.63
University of Washington 1962 — 1966
Incomplete/ Viet Nam, Political Science
Executor of Estate of Kenneth L. Coffel & custodial health decision maker for mother with dementia August 2006 - March 2012
Pinnacle Financial Services August 2005 - September 2006
Riata Holdings February 2005 - August 2005
STERIS Corporation 2000 - 2003
Pedigo Products, Inc. February 1996 - December 1999
Stryker Corporation September 1984 - February 1996
Skills
Market Development, Medical Devices, Sales Operations, Capital Equipment, Cross-functional Team..., Product Launch, Orthopedics, Operating Room, Healthcare, Sales Management, Business Analytics, Business Strategy, New Business Development, Recruiting
Education
Seattle University 1969 — 1972
BA, Major Political Science & History, Minor Economics, 3.63
University of Washington 1962 — 1966
Incomplete/ Viet Nam, Political Science
Lisa Shivers's Pinnacle Financial Services Experience November 2012 - Present
Job Office Manager at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services November 2012 - Present
Wheels on the Bus May 2009 - November 2012
Word Play, LLC May 2009 - November 2012
Rainier Investment Management January 1996 - January 1999
Miller Advisors, Inc. January 1992 - January 1996
Education
Bellevue Community College 1989 — 1991
AA, Business Administration, Management and Operations
Pinnacle Financial Services November 2012 - Present
Wheels on the Bus May 2009 - November 2012
Word Play, LLC May 2009 - November 2012
Rainier Investment Management January 1996 - January 1999
Miller Advisors, Inc. January 1992 - January 1996
Education
Bellevue Community College 1989 — 1991
AA, Business Administration, Management and Operations
Joseph Lower's Pinnacle Financial Services Experience January 2012 - Present
Job Pension Processor at Pinnacle Financial Services
Industry Financial Services
Experience
Pinnacle Financial Services January 2012 - Present
Haynes Scaffolding June 2010 - December 2011
Superstar Sports June 2008 - July 2010
Education
Georgia Southern University 2010 — 2011
Business Administration and Management, General
Indian River State College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General
Pinnacle Financial Services January 2012 - Present
Haynes Scaffolding June 2010 - December 2011
Superstar Sports June 2008 - July 2010
Education
Georgia Southern University 2010 — 2011
Business Administration and Management, General
Indian River State College 2008 — 2010
Associate of Arts (AA), Business Administration and Management, General