Pinnacle Financial Services, Inc.
Description
Address: 1177 Hypoluxo Rd # 102, Lantana, FL 33462 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (561) 547-4200: : Category: : : Place name: Website: : : Website: http://www.pfslink.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?People typically spend 45 min to 4.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pinnacle Financial Services Inc Posting publicly on the Web Write a review Reviews 1 Google review More about Pinnacle Financial Services IncShow less
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Pinnacle Financial Services, Inc. Employees
Employee
Years
Job
Industry
Jeff Palo Jeff Palo's Pinnacle Financial Services, Inc. Experience June 2006 - Present
Job Director of Sales Annuities and Life at Pinnacle Financial Services
Industry Insurance
Experience
Pinnacle Financial Services, Inc. June 2006 - Present
Skills
Insurance, Health Insurance, Sales Management, Medicare, Brokers, Term Life Insurance, Long-term Care, Employee Benefits, Disability Insurance, Fixed Annuities, Sales, Life Insurance, Strategic Planning, Account Management, Direct Sales, New Business Development, Customer Service, Negotiation, Marketing Strategy, Team Building, Whole Life, Retirement, Health Savings Accounts, Accident, Critical Illness, Universal Life
Education
Bucks County Community College 2004 — 2006
Pinnacle Financial Services, Inc. June 2006 - Present
Skills
Insurance, Health Insurance, Sales Management, Medicare, Brokers, Term Life Insurance, Long-term Care, Employee Benefits, Disability Insurance, Fixed Annuities, Sales, Life Insurance, Strategic Planning, Account Management, Direct Sales, New Business Development, Customer Service, Negotiation, Marketing Strategy, Team Building, Whole Life, Retirement, Health Savings Accounts, Accident, Critical Illness, Universal Life
Education
Bucks County Community College 2004 — 2006
Corrie Hendrix Corrie Hendrix's Pinnacle Financial Services, Inc. Experience June 2005 - December 2007
Job Marketing Coordinator at St. Louis County Economic Council
Industry Public Relations and Communications
Experience
St. Louis Economic Development Partnership January 2008 - Present
Pinnacle Financial Services, Inc. June 2005 - December 2007
ExxonMobil 2001 - 2005
Skills
Media Relations, Public Relations, Strategic Communications, Event Planning, Marketing Communications, Social Media, Marketing, Event Management, Social Media Marketing, Non-profits, Editing, Economic Development, Research, Fundraising, Internal Communications, Facebook, Corporate Communications, Press Releases, Community Development, Newsletters, Graphic Design
Education
Oklahoma Baptist University 2001 — 2005
Bachelor's, PR/Graphic Design
NCCS 1997 — 2003
St. Louis Economic Development Partnership January 2008 - Present
Pinnacle Financial Services, Inc. June 2005 - December 2007
ExxonMobil 2001 - 2005
Skills
Media Relations, Public Relations, Strategic Communications, Event Planning, Marketing Communications, Social Media, Marketing, Event Management, Social Media Marketing, Non-profits, Editing, Economic Development, Research, Fundraising, Internal Communications, Facebook, Corporate Communications, Press Releases, Community Development, Newsletters, Graphic Design
Education
Oklahoma Baptist University 2001 — 2005
Bachelor's, PR/Graphic Design
NCCS 1997 — 2003
Brittany Decker's Pinnacle Financial Services, Inc. Experience 2008 - 2008
Job Client Relations Representative at DeltaT Group
Industry Marketing and Advertising
Experience
Delta-T Group December 2014 - Present
i-g creative August 2013 - December 2014
i-g creative August 2011 - August 2013
This is it TV November 2012 - April 2013
East Coast Saloons L.L.C. September 2009 - October 2012
Pinnacle Financial Services, Inc. 2008 - 2008
Skills
Social Media Marketing, Marketing Strategy, Marketing Management, Marketing Research, Small Business Online..., Press Releases, Editing, Web Editing, Event Planning, Private Events, New Business Development, Business Strategy, Blogging, Event Management, Marketing, Social Media, Social Networking, Facebook, Public Relations, Advertising, Marketing Communications, Customer Service, PowerPoint, Online Marketing, Publishing, Entertainment
Education
La Salle University 2007 — 2011
Bachelor's degree, Marketing
La Salle University 2007 — 2011
Bachelor's degree, Psychology
Camden Catholic High School 2003 — 2007
Delta-T Group December 2014 - Present
i-g creative August 2013 - December 2014
i-g creative August 2011 - August 2013
This is it TV November 2012 - April 2013
East Coast Saloons L.L.C. September 2009 - October 2012
Pinnacle Financial Services, Inc. 2008 - 2008
Skills
Social Media Marketing, Marketing Strategy, Marketing Management, Marketing Research, Small Business Online..., Press Releases, Editing, Web Editing, Event Planning, Private Events, New Business Development, Business Strategy, Blogging, Event Management, Marketing, Social Media, Social Networking, Facebook, Public Relations, Advertising, Marketing Communications, Customer Service, PowerPoint, Online Marketing, Publishing, Entertainment
Education
La Salle University 2007 — 2011
Bachelor's degree, Marketing
La Salle University 2007 — 2011
Bachelor's degree, Psychology
Camden Catholic High School 2003 — 2007
Mark A. Ligambi's Pinnacle Financial Services, Inc. Experience April 2013 - Present
Job Sales Director at Pinnacle Financial Services, Inc.
Industry Financial Services
Experience
Pinnacle Financial Services, Inc. April 2013 - Present
NYLIFE Securities LLC August 2009 - April 2013
Active Entertainment Group Ltd. August 2007 - August 2009
Skills
Financial Services, Social Networking, Life Insurance, Strategy, Maintaining Client..., Medicare Marketing, Medicare Supplement, Medicare Advantage, Medicare Prescription..., Buy-sell Agreements, Event Management, Sales, Medicare, Fixed Annuities, CRM, Retirement Planning, Insurance, Leadership, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planning
Education
Villanova University 2007 — 2009
Bachelors Of Science: Business Administration, Marketing
Palm Beach Community College 2005 — 2007
Associates in the Arts of Business Administration, Marketing
Pinnacle Financial Services, Inc. April 2013 - Present
NYLIFE Securities LLC August 2009 - April 2013
Active Entertainment Group Ltd. August 2007 - August 2009
Skills
Financial Services, Social Networking, Life Insurance, Strategy, Maintaining Client..., Medicare Marketing, Medicare Supplement, Medicare Advantage, Medicare Prescription..., Buy-sell Agreements, Event Management, Sales, Medicare, Fixed Annuities, CRM, Retirement Planning, Insurance, Leadership, Disability Insurance, Long-term Care, Strategic Financial..., Financial Planning
Education
Villanova University 2007 — 2009
Bachelors Of Science: Business Administration, Marketing
Palm Beach Community College 2005 — 2007
Associates in the Arts of Business Administration, Marketing
Nigel Reynolds's Pinnacle Financial Services, Inc. Experience May 2014 - Present
Job Implementation Specialist at Pinnacle Financial Services, Inc.
Industry Financial Services
Experience
Pinnacle Financial Services, Inc May 2014 - Present
Planetcoffeebean 2011 - Present
Pinnacle Financial Services, Inc. December 2012 - May 2014
Sodexo June 2011 - December 2012
Skills
New Hire Orientations, Human Resources, Payroll, Onboarding, Performance Appraisal, Job Descriptions, Employee Relations, Project Planning, Project Management, Employee Engagement, Recruiting, HRIS, Talent Management, Personnel Management, Talent Acquisition, Benefits Administration, Job Analysis, Workforce Planning, Job Evaluation, Employee Training, Employer Branding, Recruitments, Management, Marketing Management, Performance Management, Labor Relations, ADP Payroll, Career Development, Project Implementation, Employee Benefits, Time Management, Microsoft Office, 401k, Team Building, Customer Service, Leadership, Microsoft Excel
Education
Florida Atlantic University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Palm Beach State College 2011 — 2012
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Anderson University (SC) 2009 — 2011
Pinnacle Financial Services, Inc May 2014 - Present
Planetcoffeebean 2011 - Present
Pinnacle Financial Services, Inc. December 2012 - May 2014
Sodexo June 2011 - December 2012
Skills
New Hire Orientations, Human Resources, Payroll, Onboarding, Performance Appraisal, Job Descriptions, Employee Relations, Project Planning, Project Management, Employee Engagement, Recruiting, HRIS, Talent Management, Personnel Management, Talent Acquisition, Benefits Administration, Job Analysis, Workforce Planning, Job Evaluation, Employee Training, Employer Branding, Recruitments, Management, Marketing Management, Performance Management, Labor Relations, ADP Payroll, Career Development, Project Implementation, Employee Benefits, Time Management, Microsoft Office, 401k, Team Building, Customer Service, Leadership, Microsoft Excel
Education
Florida Atlantic University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Palm Beach State College 2011 — 2012
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Anderson University (SC) 2009 — 2011
Aileen Keenan Aileen Keenan's Pinnacle Financial Services, Inc. Experience April 2012 - Present
Job Director of Agent Relations at Pinnacle Financial Services, Inc.
Industry Insurance
Experience
Pinnacle Financial Services, Inc. April 2012 - Present
Office Team March 2012 - February 2013
Community College of Philadelphia January 2009 - December 2010
Rite Aid June 2007 - December 2007
Saint Anselm Parish September 2003 - June 2007
Skills
Science, Lifesciences, Research, PowerPoint, Microsoft Office, Access, Microsoft Word, Microsoft Excel, Customer Service, Analysis, Data Entry, Professional Phone..., Cashiering, Titration, Chemical Safety, Dilution, Cleaning, Computer/Technical..., Front-end, Organization, Team Leadership, Patience, Microsoft Outlook, Typing, Administrative...
Education
Penn State University 2010 — 2011
Bachelor's, Science
Community College of Philadelphia 2007 — 2009
Associate's, Science
Pinnacle Financial Services, Inc. April 2012 - Present
Office Team March 2012 - February 2013
Community College of Philadelphia January 2009 - December 2010
Rite Aid June 2007 - December 2007
Saint Anselm Parish September 2003 - June 2007
Skills
Science, Lifesciences, Research, PowerPoint, Microsoft Office, Access, Microsoft Word, Microsoft Excel, Customer Service, Analysis, Data Entry, Professional Phone..., Cashiering, Titration, Chemical Safety, Dilution, Cleaning, Computer/Technical..., Front-end, Organization, Team Leadership, Patience, Microsoft Outlook, Typing, Administrative...
Education
Penn State University 2010 — 2011
Bachelor's, Science
Community College of Philadelphia 2007 — 2009
Associate's, Science
Dawn Bauer Dawn Bauer's Pinnacle Financial Services, Inc. Experience April 2015 - Present
Job Independent Health and Life/Annuities Insurance Representative at Pinnacle Financial Services, Inc.
Industry Insurance
Experience
Pinnacle Financial Services, Inc. April 2015 - Present
Styles Delight 2003 - Present
Bankers Life and Casualty Company July 2013 - October 2014
Skills
Hospitality Management, Microsoft Office, New Business Development, Marketing Strategy, Customer Service, Strategic Planning, Sales Management, Budgets, Contract Negotiation, Business Planning, Social Media, Social Media Marketing, Team Building, Inventory Management, Event Management, Sales, Event Planning, Marketing, Operations Management, Team Leadership, Negotiation
Education
Erie Community College 2015 — 2017
Associate's Degree, Criminal Justice/Law Enforcement Administration
Bryant & Stratton Business 1984 — 1986
Administrative Diploma, Law and Medical
Eden Senior High School, Eden, New York 1972 — 1976
Pinnacle Financial Services, Inc. April 2015 - Present
Styles Delight 2003 - Present
Bankers Life and Casualty Company July 2013 - October 2014
Skills
Hospitality Management, Microsoft Office, New Business Development, Marketing Strategy, Customer Service, Strategic Planning, Sales Management, Budgets, Contract Negotiation, Business Planning, Social Media, Social Media Marketing, Team Building, Inventory Management, Event Management, Sales, Event Planning, Marketing, Operations Management, Team Leadership, Negotiation
Education
Erie Community College 2015 — 2017
Associate's Degree, Criminal Justice/Law Enforcement Administration
Bryant & Stratton Business 1984 — 1986
Administrative Diploma, Law and Medical
Eden Senior High School, Eden, New York 1972 — 1976
Nick Palo's Pinnacle Financial Services, Inc. Experience November 2008 - Present
Job Director of Sales & Marketing at Pinnacle Financial Services
Industry Insurance
Experience
Pinnacle Financial Services, Inc. November 2008 - Present
Reedman Toll January 2007 - November 2008
Skills
Sales Management, Marketing, Sales, Medicare Advantage, Medicare, Health Insurance, Agent Recruitment, Medicare Part D, Medicare Prescription..., Long-term Care, Insurance, Life Insurance, Final Expense Planning, Relationship Management, Leadership, Strategic Planning, Team Building, Customer Service, Disability Insurance, Small Business, Training, Sales Commissions, Fixed Annuities, Brokers, Health Savings Accounts, Retirement, Employee Benefits, Long Term Care Insurance, Retirement Planning
Education
Hatboro-Horsham High School
Montgomery County Community College
Business
Pinnacle Financial Services, Inc. November 2008 - Present
Reedman Toll January 2007 - November 2008
Skills
Sales Management, Marketing, Sales, Medicare Advantage, Medicare, Health Insurance, Agent Recruitment, Medicare Part D, Medicare Prescription..., Long-term Care, Insurance, Life Insurance, Final Expense Planning, Relationship Management, Leadership, Strategic Planning, Team Building, Customer Service, Disability Insurance, Small Business, Training, Sales Commissions, Fixed Annuities, Brokers, Health Savings Accounts, Retirement, Employee Benefits, Long Term Care Insurance, Retirement Planning
Education
Hatboro-Horsham High School
Montgomery County Community College
Business
Nicolus Oliver, LEED Green Associate's Pinnacle Financial Services, Inc. Experience March 2011 - April 2013
Job Assistant Project Manager at L.F. Driscoll
Industry Construction
Experience
L.F. Driscoll April 2013 - September 2015
Pinnacle Financial Services, Inc. March 2011 - April 2013
Daniel J. Keating Company June 2012 - March 2013
OfficeTeam October 2010 - June 2012
William T. Morris Community Fellowship May 2009 - August 2009
Economic Empowerment and Global Learning Project December 2008 - May 2009
Skills
Prolog, Microsoft Office, Primavera, Microsoft Project, Revit, BIM, Construction Management, AutoCAD, Primavera P6, MS Project, Leadership, Construction, Time Management, Sales Management, Microsoft Excel
Education
Philadelphia University 2011 — 2012
Master of Science, Construction Management
Lafayette College 2006 — 2010
Bachelor of Arts, Engineering
Cheltenham High School 2002 — 2006
Diploma
L.F. Driscoll April 2013 - September 2015
Pinnacle Financial Services, Inc. March 2011 - April 2013
Daniel J. Keating Company June 2012 - March 2013
OfficeTeam October 2010 - June 2012
William T. Morris Community Fellowship May 2009 - August 2009
Economic Empowerment and Global Learning Project December 2008 - May 2009
Skills
Prolog, Microsoft Office, Primavera, Microsoft Project, Revit, BIM, Construction Management, AutoCAD, Primavera P6, MS Project, Leadership, Construction, Time Management, Sales Management, Microsoft Excel
Education
Philadelphia University 2011 — 2012
Master of Science, Construction Management
Lafayette College 2006 — 2010
Bachelor of Arts, Engineering
Cheltenham High School 2002 — 2006
Diploma
Theodore Hughes's Pinnacle Financial Services, Inc. Experience February 2015 - Present
Job Pet Care Lead at PetSmart
Industry Retail
Experience
Pinnacle Financial Services, Inc. February 2015 - Present
PetSmart February 2013 - Present
Minsi Trails Council, BSA June 2013 - August 2013
Minsi Trails Council, BSA July 2011 - August 2012
PETCO Animal Supplies, Inc. February 2011 - May 2011
Minsi Trails Council, BSA June 2010 - August 2010
Skills
Ecology, Environmental Science, Animal Husbandry, Customer Service, Pets, Microsoft Office, Nonprofits
Education
Penn State University 2006 — 2011
Bachelor's degree, Wildlife and Fish Science and Management
Pinnacle Financial Services, Inc. February 2015 - Present
PetSmart February 2013 - Present
Minsi Trails Council, BSA June 2013 - August 2013
Minsi Trails Council, BSA July 2011 - August 2012
PETCO Animal Supplies, Inc. February 2011 - May 2011
Minsi Trails Council, BSA June 2010 - August 2010
Skills
Ecology, Environmental Science, Animal Husbandry, Customer Service, Pets, Microsoft Office, Nonprofits
Education
Penn State University 2006 — 2011
Bachelor's degree, Wildlife and Fish Science and Management