Pinnacle Financial Strategies
Description
Address: 1235 N Loop W # 717, Houston, TX 77008 Phone: (713) 868-3333: Category: Website: Place name: : : : : : Hours: Website: http://www.pinnaclefinancialstrategies.com/Home.aspx 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Pinnacle Financial Strategies Employees
Employee
Years
Job
Industry
Joe Batten Joe Batten's Pinnacle Financial Strategies Experience January 2002 - April 2010
Job Principal at Batten & Associates, LLC
Industry Information Technology and Services
Experience
Batten & Associates, LLC March 2010 - Present
Self-employed February 2010 - July 2014
Pinnacle Financial Strategies January 2002 - April 2010
Skills
Project Management, Program Management, SDLC, Business Analysis, Requirements Analysis, ITIL, Software Project..., Integration, Change Management, Process Improvement, Software Development, Testing, Management Consulting, PMP, Analysis, Management, Strategic Planning, Team Building
Education
Project Management Institute 1998 — 1999
Project Management Professional Certification, Project Management Operations and Information Technology
Wayne State University 1963 — 1967
Bachelor of Science, Business Administration, Management and Operations
Rice University - Jesse H. Jones Graduate School of Business
Audited several project management courses, Project Management
Batten & Associates, LLC March 2010 - Present
Self-employed February 2010 - July 2014
Pinnacle Financial Strategies January 2002 - April 2010
Skills
Project Management, Program Management, SDLC, Business Analysis, Requirements Analysis, ITIL, Software Project..., Integration, Change Management, Process Improvement, Software Development, Testing, Management Consulting, PMP, Analysis, Management, Strategic Planning, Team Building
Education
Project Management Institute 1998 — 1999
Project Management Professional Certification, Project Management Operations and Information Technology
Wayne State University 1963 — 1967
Bachelor of Science, Business Administration, Management and Operations
Rice University - Jesse H. Jones Graduate School of Business
Audited several project management courses, Project Management
Ted W. Ergo Ted W. Ergo's Pinnacle Financial Strategies Experience October 2003 - March 2005
Job National Account Director at Corporate Visions Inc.
Industry Management Consulting
Experience
Corporate Visions Inc. August 2011 - Present
LIVE 59 October 2008 - August 2013
Nettle Creek School Board #24C August 2011 - June 2013
Point Selling Systems April 2005 - May 2010
Airoom 2006 - 2007
Airoom 2006 - 2007
Airoom 2006 - 2007
Pinnacle Financial Strategies October 2003 - March 2005
Corporate Visions Inc. January 1999 - September 2003
USN Communications Inc February 1996 - December 1998
Skills
Sales Management, Training, Public Speaking, Marketing Strategy, Lead Generation, Marketing, Channel, Sales Process, Solution Selling, New Business Development, Executive Coaching, Coaching, Management, Direct Sales, Business Development, Start-ups, Selling, Leadership, Sales Operations, Telecommunications, Strategy, Sales, Strategic Partnerships, Advertising, Integrated Marketing, B2B
Education
College of DuPage 1979 — 1981
Downers Grove North 1976 — 1979
Corporate Visions Inc. August 2011 - Present
LIVE 59 October 2008 - August 2013
Nettle Creek School Board #24C August 2011 - June 2013
Point Selling Systems April 2005 - May 2010
Airoom 2006 - 2007
Airoom 2006 - 2007
Airoom 2006 - 2007
Pinnacle Financial Strategies October 2003 - March 2005
Corporate Visions Inc. January 1999 - September 2003
USN Communications Inc February 1996 - December 1998
Skills
Sales Management, Training, Public Speaking, Marketing Strategy, Lead Generation, Marketing, Channel, Sales Process, Solution Selling, New Business Development, Executive Coaching, Coaching, Management, Direct Sales, Business Development, Start-ups, Selling, Leadership, Sales Operations, Telecommunications, Strategy, Sales, Strategic Partnerships, Advertising, Integrated Marketing, B2B
Education
College of DuPage 1979 — 1981
Downers Grove North 1976 — 1979
Laura Hutchinson Patel Laura Hutchinson Patel's Pinnacle Financial Strategies Experience May 2011 - December 2011
Job Operations Intern at Abacus Plumbing & Heating
Industry Utilities
Experience
Abacus Plumbing/HVAC/Electrical September 2015 - Present
VICI - Valco Instruments Co. Inc. July 2013 - September 2015
VICI - Valco Instruments Co. Inc. December 2011 - July 2013
Pinnacle Financial Strategies May 2011 - December 2011
Texas Campaign for the Environment March 2010 - May 2011
Swift Worldwide Resources May 2009 - March 2010
Skills
SAP, Customer Service, Microsoft Office, Manufacturing, Environmental Compliance, Process Improvement, Troubleshooting, Microsoft Excel, Technical Documentation, Analysis, Research, Adobe Acrobat, Document Management, Quality Control, Regulatory Compliance, Proofreading, Editing, Technical Writing
Education
University of Houston-Downtown
Master of Business Administration (MBA), Supply Chain Management
University of North Texas 2005 — 2008
Bachelor's degree, International/Global Studies
Abacus Plumbing/HVAC/Electrical September 2015 - Present
VICI - Valco Instruments Co. Inc. July 2013 - September 2015
VICI - Valco Instruments Co. Inc. December 2011 - July 2013
Pinnacle Financial Strategies May 2011 - December 2011
Texas Campaign for the Environment March 2010 - May 2011
Swift Worldwide Resources May 2009 - March 2010
Skills
SAP, Customer Service, Microsoft Office, Manufacturing, Environmental Compliance, Process Improvement, Troubleshooting, Microsoft Excel, Technical Documentation, Analysis, Research, Adobe Acrobat, Document Management, Quality Control, Regulatory Compliance, Proofreading, Editing, Technical Writing
Education
University of Houston-Downtown
Master of Business Administration (MBA), Supply Chain Management
University of North Texas 2005 — 2008
Bachelor's degree, International/Global Studies
J. Victor Conrad, CFP®, AIF®, CPA (inactive) J. Victor Conrad, CFP®, AIF®, CPA (inactive)'s Pinnacle Financial Strategies Experience March 2005 - Present
Job Independent Financial Advisor, founder of PINNACLE Financial Strategies
Industry Financial Services
Experience
PINNACLE Financial Strategies March 2005 - Present
The MONY Group April 1994 - March 2005
PNC July 1991 - April 1994
Arthur Andersen July 1987 - June 1991
Skills
Financial Planning, Investment Strategies, Investments, Estate Planning, Charitable Giving..., Wealth Management, Strategic Financial..., Defined Benefit, Risk Management, Insurance
Education
Indiana University of Pennsylvania 1983 — 1987
BS, Accounting
Franklin Regional 1979 — 1983
College Prep
PINNACLE Financial Strategies March 2005 - Present
The MONY Group April 1994 - March 2005
PNC July 1991 - April 1994
Arthur Andersen July 1987 - June 1991
Skills
Financial Planning, Investment Strategies, Investments, Estate Planning, Charitable Giving..., Wealth Management, Strategic Financial..., Defined Benefit, Risk Management, Insurance
Education
Indiana University of Pennsylvania 1983 — 1987
BS, Accounting
Franklin Regional 1979 — 1983
College Prep
Teneil Matthews Teneil Matthews's Pinnacle Financial Strategies Experience March 2012 - October 2012
Job Brand Manager at Rad Ass Delivery
Industry Writing and Editing
Experience
Rad Ass Delivery January 2015 - Present
Hostgator.com January 2013 - March 2014
Pinnacle Financial Strategies March 2012 - October 2012
Big Brothers Big Sisters December 2010 - February 2012
Pink Vision August 2010 - September 2010
Baylor University August 2008 - May 2009
Skills
Copywriting, Editing, Public Relations, Customer Service, Community Outreach, Marketing Communications, Social Media, Newsletters, Blogging, Copy Editing, Technical Writing, Content Management, Research, Social Media Marketing, Writing, Proofreading, Management, Nonprofits, Interviews, WordPress, Non-profits
Education
Baylor University 2005 — 2009
Bachelor of Arts, English
Rad Ass Delivery January 2015 - Present
Hostgator.com January 2013 - March 2014
Pinnacle Financial Strategies March 2012 - October 2012
Big Brothers Big Sisters December 2010 - February 2012
Pink Vision August 2010 - September 2010
Baylor University August 2008 - May 2009
Skills
Copywriting, Editing, Public Relations, Customer Service, Community Outreach, Marketing Communications, Social Media, Newsletters, Blogging, Copy Editing, Technical Writing, Content Management, Research, Social Media Marketing, Writing, Proofreading, Management, Nonprofits, Interviews, WordPress, Non-profits
Education
Baylor University 2005 — 2009
Bachelor of Arts, English
Kathrin Campbell - Hulin Kathrin Campbell - Hulin's Pinnacle Financial Strategies Experience August 2003 - July 2005
Job CSM, Vice President at Wells Fargo Energy Capital
Industry Oil & Energy
Experience
Wells Fargo Energy Capital July 2005 - Present
Pinnacle Financial Strategies August 2003 - July 2005
Skills
Loans, Customer Service, Process Improvement, Credit, Loan Origination, Relationship Management, Commercial Banking, Risk Management, Mortgage Lending, Banking, Financial Analysis
Education
University of Houston-Clear Lake
Bachelor of Science (B.S.), Accounting
Wells Fargo Energy Capital July 2005 - Present
Pinnacle Financial Strategies August 2003 - July 2005
Skills
Loans, Customer Service, Process Improvement, Credit, Loan Origination, Relationship Management, Commercial Banking, Risk Management, Mortgage Lending, Banking, Financial Analysis
Education
University of Houston-Clear Lake
Bachelor of Science (B.S.), Accounting
Tom Russo Tom Russo's Pinnacle Financial Strategies Experience May 2014 - Present
Job National Business Development ManagerPinnacle Financial StrategiesThe Business for Better Banking
Industry Banking
Experience
Pinnacle Financial Strategies May 2014 - Present
Motivational Speaker/Thinker August 2006 - Present
ProfitStars March 2013 - April 2014
Pinnacle Financial Strategies June 2011 - August 2012
Wallis State Bank May 2007 - December 2010
First Service Credit Union September 2005 - September 2006
Central Bank September 2001 - September 2005
Citizens National Bank 2000 - 2001
Katy Bank 2000 - 2001
First National Bank of Athens August 1995 - August 1996
Skills
Loans, Team Building, Marketing, Executive Management, Business Development, Management, Advertising, Goal Oriented, Branding & Identity, Mortgage Lending, Banking, Credit, Sales Management, Sales, Strategic Planning, New Business Development, Account Management, Customer Service, Marketing Strategy, Finance, Sales Culture..., Product Development, Project Management, Motivational Speaking, Business Strategy, Selling, Economic Development, FHA, Leadership, Negotiation, Contract Negotiation, Loan Origination, Budgets, B2B, Investments, Salesforce.com, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Lead Generation, Sales Process, Financial Services, Commercial Lending, Relationship Management, Risk Management, Financial Analysis, Training, Small Business Lending, Commercial Banking, Small Business
Education
Texas Tech University 1985 — 1988
BA, Sociology
Clear Creek High School 1981 — 1985
General, College Prep
Pinnacle Financial Strategies May 2014 - Present
Motivational Speaker/Thinker August 2006 - Present
ProfitStars March 2013 - April 2014
Pinnacle Financial Strategies June 2011 - August 2012
Wallis State Bank May 2007 - December 2010
First Service Credit Union September 2005 - September 2006
Central Bank September 2001 - September 2005
Citizens National Bank 2000 - 2001
Katy Bank 2000 - 2001
First National Bank of Athens August 1995 - August 1996
Skills
Loans, Team Building, Marketing, Executive Management, Business Development, Management, Advertising, Goal Oriented, Branding & Identity, Mortgage Lending, Banking, Credit, Sales Management, Sales, Strategic Planning, New Business Development, Account Management, Customer Service, Marketing Strategy, Finance, Sales Culture..., Product Development, Project Management, Motivational Speaking, Business Strategy, Selling, Economic Development, FHA, Leadership, Negotiation, Contract Negotiation, Loan Origination, Budgets, B2B, Investments, Salesforce.com, Consumer Lending, Mergers & Acquisitions, Mortgage Banking, Lead Generation, Sales Process, Financial Services, Commercial Lending, Relationship Management, Risk Management, Financial Analysis, Training, Small Business Lending, Commercial Banking, Small Business
Education
Texas Tech University 1985 — 1988
BA, Sociology
Clear Creek High School 1981 — 1985
General, College Prep
Hema Frazier Hema Frazier's Pinnacle Financial Strategies Experience 2002 - 2008
Job Office Manager at DataSet Technologies, Inc.
Industry Banking
Experience
DataSet Technologies, Inc. March 2014 - Present
Vista bank texas 2008 - 2011
Pinnacle Financial Strategies 2002 - 2008
Royal Oaks Bank 2001 - 2002
royal oaks bank 2001 - 2002
Sterling Bank 1998 - 2001
Riverway Bank 1994 - 1998
A.C.S 1990 - 1994
Williamstown Bank 1989 - 1990
Central Bank 1980 - 1989
Skills
Banking, Cash, Loan Origination, General Ledger, Loans, Management, Accounting, Core Banking, Accounts Payable, Deposits, Internal Audit, Small Business Lending, Consumer Lending, Business Development, Credit, Peach Tree/Sage...
Education
St. Xavier's College 1974 — 1978
BA, Psychology
DataSet Technologies, Inc. March 2014 - Present
Vista bank texas 2008 - 2011
Pinnacle Financial Strategies 2002 - 2008
Royal Oaks Bank 2001 - 2002
royal oaks bank 2001 - 2002
Sterling Bank 1998 - 2001
Riverway Bank 1994 - 1998
A.C.S 1990 - 1994
Williamstown Bank 1989 - 1990
Central Bank 1980 - 1989
Skills
Banking, Cash, Loan Origination, General Ledger, Loans, Management, Accounting, Core Banking, Accounts Payable, Deposits, Internal Audit, Small Business Lending, Consumer Lending, Business Development, Credit, Peach Tree/Sage...
Education
St. Xavier's College 1974 — 1978
BA, Psychology
Bobby Marble's Pinnacle Financial Strategies Experience Branch ManagerJP Morgan ChaseOctober 2008 - October 2010
Job Account Executive at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies Branch ManagerJP Morgan ChaseOctober 2008 - October 2010
Robert Half International February 2008 - October 2008
Wachovia Bank October 2005 - December 2007
Enterprise Rent-A-Car July 1997 - May 2005
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1992 — 1997
BS, Accounting
Gulfport High School
Pinnacle Financial Strategies Branch ManagerJP Morgan ChaseOctober 2008 - October 2010
Robert Half International February 2008 - October 2008
Wachovia Bank October 2005 - December 2007
Enterprise Rent-A-Car July 1997 - May 2005
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1992 — 1997
BS, Accounting
Gulfport High School
Gretchen M Parvus Gretchen M Parvus's Pinnacle Financial Strategies Experience October 2008 - June 2012
Job ESL and Adult Literacy Tutor
Industry E-Learning
Experience
Ceramic Matrix December 2013 - Present
TutorABC December 2012 - Present
Pinnacle Financial Strategies October 2008 - June 2012
TLC Ministries April 2008 - July 2008
Highveld Ridge Primary School January 2007 - December 2007
Princess High School January 2006 - December 2006
Skills
Excellent verbal and..., Proficient at..., Strong interpersonal..., Reputation for..., Enjoy a dynamic and..., Well organized with..., Skilled in handling..., Positive, professional..., Bilingual, Eager to learn and..., Experienced team..., Skilled in assessing..., Experience in working..., Teaching English as a..., ESL, TESOL, ESOL, EFL, Adult Education, Intercultural..., E-Learning, Editing, Literacy, English, Market Research, Language Teaching, Business English, Tutoring, Cultural Awareness, Proofreading, Classroom, Distance Learning, International Education, Lesson Planning, Grammar, Teaching Adults, Spanish, Instructional Design, Foreign Languages, Translation, Teacher Training, Courses, Linguistics
Education
University of Pretoria/Universiteit van Pretoria 2005 — 2005
Postgraduate Certificate in Education, English and Life Skills
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Non-Degree Seeking, Education and Educational Psychology
University of Pretoria/Universiteit van Pretoria 2001 — 2003
BSocSci, Psychology
Ceramic Matrix December 2013 - Present
TutorABC December 2012 - Present
Pinnacle Financial Strategies October 2008 - June 2012
TLC Ministries April 2008 - July 2008
Highveld Ridge Primary School January 2007 - December 2007
Princess High School January 2006 - December 2006
Skills
Excellent verbal and..., Proficient at..., Strong interpersonal..., Reputation for..., Enjoy a dynamic and..., Well organized with..., Skilled in handling..., Positive, professional..., Bilingual, Eager to learn and..., Experienced team..., Skilled in assessing..., Experience in working..., Teaching English as a..., ESL, TESOL, ESOL, EFL, Adult Education, Intercultural..., E-Learning, Editing, Literacy, English, Market Research, Language Teaching, Business English, Tutoring, Cultural Awareness, Proofreading, Classroom, Distance Learning, International Education, Lesson Planning, Grammar, Teaching Adults, Spanish, Instructional Design, Foreign Languages, Translation, Teacher Training, Courses, Linguistics
Education
University of Pretoria/Universiteit van Pretoria 2005 — 2005
Postgraduate Certificate in Education, English and Life Skills
University of Pretoria/Universiteit van Pretoria 2004 — 2004
Non-Degree Seeking, Education and Educational Psychology
University of Pretoria/Universiteit van Pretoria 2001 — 2003
BSocSci, Psychology
Doug Krukowski Doug Krukowski's Pinnacle Financial Strategies Experience August 2002 - February 2004
Job COO at ICBM
Industry Banking
Experience
ICBM March 2004 - Present
Pinnacle Financial Strategies August 2002 - February 2004
Aurum Technology March 2000 - June 2002
RSM McGladrey 1998 - 2000
Travelers Express 1995 - 1998
Security National Bank-Durand, WI August 1988 - October 1995
Skills
Banking, Strategic Planning, Compliance, Risk Management, Problem Solving, Budgeting, Executive Management, Change Management, Sales Management, Financial Analysis, Team Building, Budgets, Process Improvement, Mergers & Acquisitions, Mortgage Lending, Credit, Finance, Credit Analysis, Loans, Sales, Commercial Banking, Vendor Management, Business Development, Business Strategy, Customer Service, Portfolio Management, Negotiation, Marketing, Management Consulting, Commercial Lending, Cash Management, Leadership, Project Management
Education
BAI School for Bank Administration 1989 — 1991
Community Banking Certificate, Banking and Financial Support Services
University of Minnesota-Twin Cities 1977 — 1981
Business Administration, Management and Operations
ICBM March 2004 - Present
Pinnacle Financial Strategies August 2002 - February 2004
Aurum Technology March 2000 - June 2002
RSM McGladrey 1998 - 2000
Travelers Express 1995 - 1998
Security National Bank-Durand, WI August 1988 - October 1995
Skills
Banking, Strategic Planning, Compliance, Risk Management, Problem Solving, Budgeting, Executive Management, Change Management, Sales Management, Financial Analysis, Team Building, Budgets, Process Improvement, Mergers & Acquisitions, Mortgage Lending, Credit, Finance, Credit Analysis, Loans, Sales, Commercial Banking, Vendor Management, Business Development, Business Strategy, Customer Service, Portfolio Management, Negotiation, Marketing, Management Consulting, Commercial Lending, Cash Management, Leadership, Project Management
Education
BAI School for Bank Administration 1989 — 1991
Community Banking Certificate, Banking and Financial Support Services
University of Minnesota-Twin Cities 1977 — 1981
Business Administration, Management and Operations
Reymond Mudlong's Pinnacle Financial Strategies Experience March 2012 - Present
Job Instructional Designer at Pinnacle Financial Strategies
Industry Human Resources
Experience
Pinnacle Financial Strategies March 2012 - Present
Amegy Bank June 2011 - March 2012
Sterling Bank October 2007 - June 2011
Money Management International November 2005 - October 2007
Gulf Coast Regional Blood Center April 2001 - November 2005
American Red Cross October 1999 - March 2001
American Red Cross January 1999 - September 1999
Skills
Adult Education, E-learning, SharePoint, Microsoft Office, Curriculum Development, WebEx, Flash, Fireworks, Business Change..., Captivate, Instructional Design, Leadership Development, Organizational..., Mentoring, Coaching, PowerPoint, Change Management, Performance Management, Technical Writing, Strategic Planning, Problem Solving, Onboarding, Process Improvement, Employee Engagement, Word, Performance Improvement, Talent Management, Outlook, Needs Analysis, Blended Learning, Conflict Resolution, Career Development, Microsoft Word, E-Learning, Succession Planning, Team Building, Human Resources, Analysis, Learning Management..., Training Delivery
Education
University of Houston
Bachelor of Science, Health Education
Pinnacle Financial Strategies March 2012 - Present
Amegy Bank June 2011 - March 2012
Sterling Bank October 2007 - June 2011
Money Management International November 2005 - October 2007
Gulf Coast Regional Blood Center April 2001 - November 2005
American Red Cross October 1999 - March 2001
American Red Cross January 1999 - September 1999
Skills
Adult Education, E-learning, SharePoint, Microsoft Office, Curriculum Development, WebEx, Flash, Fireworks, Business Change..., Captivate, Instructional Design, Leadership Development, Organizational..., Mentoring, Coaching, PowerPoint, Change Management, Performance Management, Technical Writing, Strategic Planning, Problem Solving, Onboarding, Process Improvement, Employee Engagement, Word, Performance Improvement, Talent Management, Outlook, Needs Analysis, Blended Learning, Conflict Resolution, Career Development, Microsoft Word, E-Learning, Succession Planning, Team Building, Human Resources, Analysis, Learning Management..., Training Delivery
Education
University of Houston
Bachelor of Science, Health Education
Nicholas West's Pinnacle Financial Strategies Experience June 2004 - May 2010
Job Director of Business Development at Direct Mortgage Inc.
Industry Financial Services
Experience
Direct Mortgage Inc. November 2014 - Present
Mortgage Alliance Company of Canada Inc. September 2013 - November 2014
Ultimate Mortgage and Finance Solutions Inc. January 2012 - September 2013
EDI Implementation Engineers August 2010 - November 2011
Pinnacle Financial Strategies June 2004 - May 2010
Skills
Residential Mortgages, Investments, Mortgage Lending, First Time Home Buyers, Credit, Investment Properties, Real Estate, Credit Analysis, Financial Analysis, Referrals, Strategic Financial..., Commercial Mortgages, Portfolio Management, Loans, Asset Management, Commercial Lending, Wealth Management, Credit Risk, Mortgage Underwriting, Refinance, Real Estate Financing, Mutual Funds, Underwriting, Construction Loans, Finance, Debt Consolidation, Valuation, Investment Strategies, Reverse Mortgages, Financial Planning
Education
The University of Western Ontario 2000 — 2004
BACS, Specialization in Finance and Administration
City University of Hong Kong 2003 — 2003
Direct Mortgage Inc. November 2014 - Present
Mortgage Alliance Company of Canada Inc. September 2013 - November 2014
Ultimate Mortgage and Finance Solutions Inc. January 2012 - September 2013
EDI Implementation Engineers August 2010 - November 2011
Pinnacle Financial Strategies June 2004 - May 2010
Skills
Residential Mortgages, Investments, Mortgage Lending, First Time Home Buyers, Credit, Investment Properties, Real Estate, Credit Analysis, Financial Analysis, Referrals, Strategic Financial..., Commercial Mortgages, Portfolio Management, Loans, Asset Management, Commercial Lending, Wealth Management, Credit Risk, Mortgage Underwriting, Refinance, Real Estate Financing, Mutual Funds, Underwriting, Construction Loans, Finance, Debt Consolidation, Valuation, Investment Strategies, Reverse Mortgages, Financial Planning
Education
The University of Western Ontario 2000 — 2004
BACS, Specialization in Finance and Administration
City University of Hong Kong 2003 — 2003
Vaibhav Mahajan (VM) Vaibhav Mahajan (VM)'s Pinnacle Financial Strategies Experience June 2009 - July 2011
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2011 - Present
Pinnacle Financial Strategies June 2009 - July 2011
Cameron January 2009 - May 2009
Tata Consultancy Services September 2007 - July 2008
Tata Consultancy Services Ltd. October 2005 - September 2007
Tata Consultancy Services 2004 - October 2005
Skills
Financial Modeling, Programming, Project Management, SQL, Unix Shell Scripting, J2EE, Business Analysis, Business Strategy, Informatica, TIBCO, Financial Analysis, Requirements Analysis, Data Analysis, Analysis, 162(m)(6), Management Consulting, Competitive Analysis, Business Process, Strategy, CRM, Finance, Management, Java Enterprise Edition
Education
Rice University - Jesse H. Jones Graduate School of Business 2008 — 2010
MBA, Finance
University of Mumbai 2000 — 2004
BE, Computer
D. G . Ruparel College, Mumbai 1998 — 2000
HSC, Physics, Maths, Electronics
PwC July 2011 - Present
Pinnacle Financial Strategies June 2009 - July 2011
Cameron January 2009 - May 2009
Tata Consultancy Services September 2007 - July 2008
Tata Consultancy Services Ltd. October 2005 - September 2007
Tata Consultancy Services 2004 - October 2005
Skills
Financial Modeling, Programming, Project Management, SQL, Unix Shell Scripting, J2EE, Business Analysis, Business Strategy, Informatica, TIBCO, Financial Analysis, Requirements Analysis, Data Analysis, Analysis, 162(m)(6), Management Consulting, Competitive Analysis, Business Process, Strategy, CRM, Finance, Management, Java Enterprise Edition
Education
Rice University - Jesse H. Jones Graduate School of Business 2008 — 2010
MBA, Finance
University of Mumbai 2000 — 2004
BE, Computer
D. G . Ruparel College, Mumbai 1998 — 2000
HSC, Physics, Maths, Electronics
Laurie Bradley Laurie Bradley's Pinnacle Financial Strategies Experience 2002 - 2004
Job Senior Consultant at Next Step International, Inc.
Industry Banking
Experience
Next Step International, Inc. 2005 - Present
Farr Associates 2004 - 2005
Pinnacle Financial Strategies 2002 - 2004
Next Step International, Inc. 1995 - 2002
PaySys 1993 - 1995
Dun & Bradstreet 1992 - 1993
Citicorp Information Resources / Fiserv CBS 1990 - 1991
Management Science America 1988 - 1990
Orlando Regional Medical Center 1976 - 1984
Skills
Process Improvement, Project Management, Relationship Management, Training, Banking, Change Management, Project Planning, Business Analysis, Management Consulting, Software Implementation, Strategic Planning, Requirements Analysis, Team Building, Vendor Relationships, Vendor Management Skills, SDLC, Analysis, Risk Management, Financial Services, Customer Service, CRM, Leadership, Business Development, Vendor Management, Business Process..., Management, Sales, Program Management, Business Strategy, Project Portfolio..., Organizational..., Product Management, Call Centers, Vendor Relationship...
Education
Rollins College 1986 — 1990
Organizational Communication
Florida Southern College 1983 — 1986
Business Adminstration
North Cobb High School 1967 — 1975
Next Step International, Inc. 2005 - Present
Farr Associates 2004 - 2005
Pinnacle Financial Strategies 2002 - 2004
Next Step International, Inc. 1995 - 2002
PaySys 1993 - 1995
Dun & Bradstreet 1992 - 1993
Citicorp Information Resources / Fiserv CBS 1990 - 1991
Management Science America 1988 - 1990
Orlando Regional Medical Center 1976 - 1984
Skills
Process Improvement, Project Management, Relationship Management, Training, Banking, Change Management, Project Planning, Business Analysis, Management Consulting, Software Implementation, Strategic Planning, Requirements Analysis, Team Building, Vendor Relationships, Vendor Management Skills, SDLC, Analysis, Risk Management, Financial Services, Customer Service, CRM, Leadership, Business Development, Vendor Management, Business Process..., Management, Sales, Program Management, Business Strategy, Project Portfolio..., Organizational..., Product Management, Call Centers, Vendor Relationship...
Education
Rollins College 1986 — 1990
Organizational Communication
Florida Southern College 1983 — 1986
Business Adminstration
North Cobb High School 1967 — 1975
Paul Nunn's Pinnacle Financial Strategies Experience July 2007 - August 2012
Job Manager, Employee Development at San Jacinto College
Industry Professional Training & Coaching
Experience
San Jacinto College 2015 - Present
PeoplepersonTraining January 2015 - August 2015
People's Trust Federal Credit Union November 2014 - December 2014
Williams June 2014 - October 2014
Weatherford December 2012 - February 2014
Nunn Training and Development 2009 - 2013
Pinnacle Financial Strategies July 2007 - August 2012
Smart Financial Credit Union 2003 - 2006
Aldine ISD 1999 - 2003
Various School Districts 1992 - 2003
Skills
Team Building, Leadership Development, Coaching, Instructional Design, Organizational..., Employee Training, Training, Public Speaking, Training Delivery
Education
Sam Houston State University 1985 — 1991
Bachelor of Ed, Music Teacher Education
Lampasas High School 1982 — 1985
San Jacinto College 2015 - Present
PeoplepersonTraining January 2015 - August 2015
People's Trust Federal Credit Union November 2014 - December 2014
Williams June 2014 - October 2014
Weatherford December 2012 - February 2014
Nunn Training and Development 2009 - 2013
Pinnacle Financial Strategies July 2007 - August 2012
Smart Financial Credit Union 2003 - 2006
Aldine ISD 1999 - 2003
Various School Districts 1992 - 2003
Skills
Team Building, Leadership Development, Coaching, Instructional Design, Organizational..., Employee Training, Training, Public Speaking, Training Delivery
Education
Sam Houston State University 1985 — 1991
Bachelor of Ed, Music Teacher Education
Lampasas High School 1982 — 1985
Andrew Boren's Pinnacle Financial Strategies Experience November 2002 - April 2009
Job Accountant III at Service Corporation International
Industry Accounting
Experience
Service Corporation International September 2013 - Present
Center for Medical Genetics August 2011 - September 2013
Ham-let Valves and Fittings December 2010 - July 2011
Pinnacle Financial Strategies November 2002 - April 2009
First National Bank April 1998 - September 2001
Skills
Account Reconciliation, Accounting, General Ledger, Financial Reporting, Financial Analysis, Auditing, Accounts Receivable, Accounts Payable, Analysis, Payroll, Finance, Financial Statements, Invoicing, Bank Reconciliation, Variance Analysis, Mergers & Acquisitions
Education
University of Houston-Clear Lake 1999 — 2002
Bachelor of Science, Finance
ALVIN COMMUNITY COLLEGE, Alvin Texas
Associate of Arts, Business Administration
Service Corporation International September 2013 - Present
Center for Medical Genetics August 2011 - September 2013
Ham-let Valves and Fittings December 2010 - July 2011
Pinnacle Financial Strategies November 2002 - April 2009
First National Bank April 1998 - September 2001
Skills
Account Reconciliation, Accounting, General Ledger, Financial Reporting, Financial Analysis, Auditing, Accounts Receivable, Accounts Payable, Analysis, Payroll, Finance, Financial Statements, Invoicing, Bank Reconciliation, Variance Analysis, Mergers & Acquisitions
Education
University of Houston-Clear Lake 1999 — 2002
Bachelor of Science, Finance
ALVIN COMMUNITY COLLEGE, Alvin Texas
Associate of Arts, Business Administration
Whitney Rammage's Pinnacle Financial Strategies Experience June 2007 - December 2012
Job Marketing and Sales Coordinator at Off Duty Services
Industry Banking
Experience
Off Duty Services December 2012 - September 2015
Pinnacle Financial Strategies June 2007 - December 2012
Skills
Outlook, Workshop Facilitation, Customer Service, Human Resources, Microsoft Office, Microsoft Excel, Access, Microsoft Word, PowerPoint, Data Analysis, Fundraising, Training, Banking, QuickBooks, Organizational..., Team Building, Sales, Recruiting, Time Management, Process Improvement
Education
Sam Houston State University 2002 — 2007
Bachelor of Science (B.S.), Psychology
Lutheran High North 1998 — 2002
Off Duty Services December 2012 - September 2015
Pinnacle Financial Strategies June 2007 - December 2012
Skills
Outlook, Workshop Facilitation, Customer Service, Human Resources, Microsoft Office, Microsoft Excel, Access, Microsoft Word, PowerPoint, Data Analysis, Fundraising, Training, Banking, QuickBooks, Organizational..., Team Building, Sales, Recruiting, Time Management, Process Improvement
Education
Sam Houston State University 2002 — 2007
Bachelor of Science (B.S.), Psychology
Lutheran High North 1998 — 2002
Diane DeGaetani Diane DeGaetani's Pinnacle Financial Strategies Experience July 2011 - Present
Job Editor at Pinnacle Financial Strategies
Industry Writing and Editing
Experience
Self August 2015 - Present
Pinnacle Financial Strategies July 2011 - Present
Houston Community College June 2009 - October 2010
The Fundraising Center, LLC October 2008 - May 2009
Sequent Energy Company August 2004 - July 2008
Self January 2003 - July 2008
YMCA of Greater Houston June 2003 - July 2006
Green Mountain Energy Company January 2004 - July 2005
Literacy AmeriCorps January 2002 - December 2002
Skills
Writing, Microsoft Office, Typing Speed 55 WPM, Internet, Leading Groups, Community Relations, Public Speaking, Customer Service, Intercultural..., Attention To Detail, Fundraising, People Skills, Student Placement..., Social Media, Public Relations, Media Relations, Event Planning, Social Media Marketing, Advertising, Research, Newsletters, Leadership, Editing, Community Development, Social Networking, Marketing, Market Research, Marketing Strategy, Online Marketing, Lifestyle, Teaching, Therapeutic Massage, Creative Writing, Training, Facebook, Sales, Proofreading, Management, Email Marketing, Entrepreneurship, Microsoft Word, Journalism, PowerPoint, Coaching, Nonprofits, Healthcare, Copy Editing, Team Building, Genuine, Wellness
Education
Berea College, Berea, Kentucky 1994 — 1999
B.A., Major: Sociology, Minor: Women's Studies, Area of Concentration: Vocal Performance
Midwest Education Group, LLC 2013 — 2013
Advanced TESOL Certification, 150-hr Certificate
Houston Community College 2007 — 2007
Certificate, Medical Massage Therapy
Phoenix School of Massage, Houston, TX 2001 — 2002
Diploma, Holistic Massage Therapy
Self August 2015 - Present
Pinnacle Financial Strategies July 2011 - Present
Houston Community College June 2009 - October 2010
The Fundraising Center, LLC October 2008 - May 2009
Sequent Energy Company August 2004 - July 2008
Self January 2003 - July 2008
YMCA of Greater Houston June 2003 - July 2006
Green Mountain Energy Company January 2004 - July 2005
Literacy AmeriCorps January 2002 - December 2002
Skills
Writing, Microsoft Office, Typing Speed 55 WPM, Internet, Leading Groups, Community Relations, Public Speaking, Customer Service, Intercultural..., Attention To Detail, Fundraising, People Skills, Student Placement..., Social Media, Public Relations, Media Relations, Event Planning, Social Media Marketing, Advertising, Research, Newsletters, Leadership, Editing, Community Development, Social Networking, Marketing, Market Research, Marketing Strategy, Online Marketing, Lifestyle, Teaching, Therapeutic Massage, Creative Writing, Training, Facebook, Sales, Proofreading, Management, Email Marketing, Entrepreneurship, Microsoft Word, Journalism, PowerPoint, Coaching, Nonprofits, Healthcare, Copy Editing, Team Building, Genuine, Wellness
Education
Berea College, Berea, Kentucky 1994 — 1999
B.A., Major: Sociology, Minor: Women's Studies, Area of Concentration: Vocal Performance
Midwest Education Group, LLC 2013 — 2013
Advanced TESOL Certification, 150-hr Certificate
Houston Community College 2007 — 2007
Certificate, Medical Massage Therapy
Phoenix School of Massage, Houston, TX 2001 — 2002
Diploma, Holistic Massage Therapy
Simone Ratley's Pinnacle Financial Strategies Experience September 2011 - September 2012
Job Sr. Account Executive at ACI Worldwide
Industry Banking
Experience
ACI Worldwide December 2013 - Present
Q2ebanking September 2012 - November 2013
Pinnacle Financial Strategies September 2011 - September 2012
SunTrust Bank September 2010 - September 2011
SunTrust Bank November 2004 - September 2010
SunTrust Bank October 2000 - August 2004
SunTrust Bank December 1999 - October 2000
Skills
B2B, Business Development, Sales Prospecting, Cold Calling, Sales Management, Direct Sales, Negotiation, Account Management, Salesforce.com, Commercial Banking, Banking, Financial Institutions, Deposits, Commercial Lending, Loans, Small Business Lending, Retail Banking, Consumer Lending, Cash Management, Treasury Management, Commercial Mortgages, Internet Banking, Cross Selling, Insurance, Team Building, Investments, Customer Service, Credit Unions, Mortgage Lending, Management, Credit, Leadership, Sales, Training, Customer Satisfaction, SaaS, Risk Management, Portfolio Management, Marketing, Finance, Lead Generation, Financial Services, Executive Management, Loan Origination, Credit Cards, Relationship Management, Credit Analysis, Lines Of Credit, Mortgage Banking, Branch Banking
Education
Ashford University 2008 — 2012
BA, Dual Major in Psychology & Criminal Justice, 3.96
ACI Worldwide December 2013 - Present
Q2ebanking September 2012 - November 2013
Pinnacle Financial Strategies September 2011 - September 2012
SunTrust Bank September 2010 - September 2011
SunTrust Bank November 2004 - September 2010
SunTrust Bank October 2000 - August 2004
SunTrust Bank December 1999 - October 2000
Skills
B2B, Business Development, Sales Prospecting, Cold Calling, Sales Management, Direct Sales, Negotiation, Account Management, Salesforce.com, Commercial Banking, Banking, Financial Institutions, Deposits, Commercial Lending, Loans, Small Business Lending, Retail Banking, Consumer Lending, Cash Management, Treasury Management, Commercial Mortgages, Internet Banking, Cross Selling, Insurance, Team Building, Investments, Customer Service, Credit Unions, Mortgage Lending, Management, Credit, Leadership, Sales, Training, Customer Satisfaction, SaaS, Risk Management, Portfolio Management, Marketing, Finance, Lead Generation, Financial Services, Executive Management, Loan Origination, Credit Cards, Relationship Management, Credit Analysis, Lines Of Credit, Mortgage Banking, Branch Banking
Education
Ashford University 2008 — 2012
BA, Dual Major in Psychology & Criminal Justice, 3.96
Pam Vincent Pam Vincent's Pinnacle Financial Strategies Experience May 2007 - June 2009
Job Project Manager Large Scope Projects at Fiserv OutPut Solutions
Industry Computer Software
Experience
Fiserv OutPut Solutions June 2009 - Present
Pinnacle Financial Strategies May 2007 - June 2009
Fiserv - Personix April 2002 - May 2007
Personix 2002 - 2007
Personix, Fiserv Output Solutions 2002 - 2007
Bisys August 1992 - April 2002
San Jacinto Savings August 1988 - October 1992
Cornerstone Savings Association July 1986 - October 1988
Mtech Thrift Services August 1984 - July 1986
Skills
Business Analysis, Problem Solving, Documentation, Software Implementation, Testing, Quality Assurance, Customer Relations, Change Management, Requirements Analysis, Team Building, Requirements Gathering, MS Project, Customer Service, Vendor Relations, Microsoft Office, Data Analysis, Outlook, Team Leadership, Product Management, Excel, Troubleshooting, Business Requirements, Software Development, Analysis, Systems Analysis, Project Planning, Integration, Word, Agile, Software Project..., Software Documentation, Process Improvement, Agile Methodologies, SDLC, Business Intelligence, Microsoft SQL Server, SQL, Data Center, Vendor Management, Project Management, Visio, SharePoint, Training, Disaster Recovery, Program Management, Management, IT Management, Databases, Project Portfolio..., Networking
Education
Mohawk Valley Community College 1977 — 1978
Proctor HS 1973 — 1977
Fiserv OutPut Solutions June 2009 - Present
Pinnacle Financial Strategies May 2007 - June 2009
Fiserv - Personix April 2002 - May 2007
Personix 2002 - 2007
Personix, Fiserv Output Solutions 2002 - 2007
Bisys August 1992 - April 2002
San Jacinto Savings August 1988 - October 1992
Cornerstone Savings Association July 1986 - October 1988
Mtech Thrift Services August 1984 - July 1986
Skills
Business Analysis, Problem Solving, Documentation, Software Implementation, Testing, Quality Assurance, Customer Relations, Change Management, Requirements Analysis, Team Building, Requirements Gathering, MS Project, Customer Service, Vendor Relations, Microsoft Office, Data Analysis, Outlook, Team Leadership, Product Management, Excel, Troubleshooting, Business Requirements, Software Development, Analysis, Systems Analysis, Project Planning, Integration, Word, Agile, Software Project..., Software Documentation, Process Improvement, Agile Methodologies, SDLC, Business Intelligence, Microsoft SQL Server, SQL, Data Center, Vendor Management, Project Management, Visio, SharePoint, Training, Disaster Recovery, Program Management, Management, IT Management, Databases, Project Portfolio..., Networking
Education
Mohawk Valley Community College 1977 — 1978
Proctor HS 1973 — 1977
Cherry Stowe Cherry Stowe's Pinnacle Financial Strategies Experience July 2015 - Present
Job Senior Account Manager at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies July 2015 - Present
Pinnacle Financial Strategies November 2009 - Present
Pinnacle Financial Strategies May 2009 - November 2009
Pinnacle Financial Strategies August 2008 - May 2009
Skills
Social Media, Newsletters, Facebook, Market Research, Program Management, Management, Customer Satisfaction, Recruiting, Sales, Research, Marketing, Marketing Strategy, Account Management, B2B, Leadership, Business Development
Education
The University of Dundee 2003 — 2007
Master of Arts (M.A.), English, Psychology and Film Theory, Achieved "with Distinction"
Pinnacle Financial Strategies July 2015 - Present
Pinnacle Financial Strategies November 2009 - Present
Pinnacle Financial Strategies May 2009 - November 2009
Pinnacle Financial Strategies August 2008 - May 2009
Skills
Social Media, Newsletters, Facebook, Market Research, Program Management, Management, Customer Satisfaction, Recruiting, Sales, Research, Marketing, Marketing Strategy, Account Management, B2B, Leadership, Business Development
Education
The University of Dundee 2003 — 2007
Master of Arts (M.A.), English, Psychology and Film Theory, Achieved "with Distinction"
Jennifer McKinney Jennifer McKinney's Pinnacle Financial Strategies Experience December 2006 - July 2010
Job Senior Manager at Enaxis Consulting
Industry Management Consulting
Experience
Enaxis Consulting July 2013 - Present
Ernst & Young July 2012 - August 2013
Rice University 2010 - 2012
Dr. Pepper Snapple Group June 2011 - August 2011
Pinnacle Financial Strategies December 2006 - July 2010
Deloitte Consulting January 2005 - October 2006
Skills
Data Analysis, Management Consulting, Project Management, Strategic Planning, Business Strategy, Change Management, Process Improvement, Competitive Analysis, Corporate Communications, Consumer Marketing, Consumer Insight, Culture Change, Marketing Research, Statistics, Valuation, Business Planning, Leadership, Risk Management, Consulting, Training, Marketing, Strategic Partnerships, Finance, Product Development, Executive Management, Marketing Strategy
Education
Rice University - Jesse H. Jones Graduate School of Business 2010 — 2012
MBA
Vanderbilt University 2000 — 2004
B.S., Double Major in Organizational Development and Spanish (Linguistics), Cum Laude
Enaxis Consulting July 2013 - Present
Ernst & Young July 2012 - August 2013
Rice University 2010 - 2012
Dr. Pepper Snapple Group June 2011 - August 2011
Pinnacle Financial Strategies December 2006 - July 2010
Deloitte Consulting January 2005 - October 2006
Skills
Data Analysis, Management Consulting, Project Management, Strategic Planning, Business Strategy, Change Management, Process Improvement, Competitive Analysis, Corporate Communications, Consumer Marketing, Consumer Insight, Culture Change, Marketing Research, Statistics, Valuation, Business Planning, Leadership, Risk Management, Consulting, Training, Marketing, Strategic Partnerships, Finance, Product Development, Executive Management, Marketing Strategy
Education
Rice University - Jesse H. Jones Graduate School of Business 2010 — 2012
MBA
Vanderbilt University 2000 — 2004
B.S., Double Major in Organizational Development and Spanish (Linguistics), Cum Laude
Jim Lerdal Jim Lerdal's Pinnacle Financial Strategies Experience January 2003 - June 2005
Job Senior Vice President Operations and Compliance at PreCash
Industry Financial Services
Experience
PreCash February 2013 - January 2015
CLJ Marketing, Inc May 2006 - February 2013
Pinnacle Financial Strategies January 2003 - June 2005
International Check Services April 2001 - August 2002
FutureCall Telemarketing September 1999 - April 2001
TeleCheck / First Data Corp October 1990 - September 1999
JPMorgan Chase September 1988 - September 1989
Skills
E-commerce, Lead Generation, Executive Management, New Business Development, Strategic Planning, Business Development, Product Management, Sales Management, Business Strategy, Account Management, Relationship Management, Marketing Strategy, Marketing, Banking, B2B, Payments, Vendor Management, Sales, Leadership, Strategic Partnerships, Electronic Payments, Start-ups, Strategy, SaaS, CRM, Training
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Business
University of Minnesota-Twin Cities 1980 — 1984
BS, Business
Harvard Business School
Harvard Business School
PreCash February 2013 - January 2015
CLJ Marketing, Inc May 2006 - February 2013
Pinnacle Financial Strategies January 2003 - June 2005
International Check Services April 2001 - August 2002
FutureCall Telemarketing September 1999 - April 2001
TeleCheck / First Data Corp October 1990 - September 1999
JPMorgan Chase September 1988 - September 1989
Skills
E-commerce, Lead Generation, Executive Management, New Business Development, Strategic Planning, Business Development, Product Management, Sales Management, Business Strategy, Account Management, Relationship Management, Marketing Strategy, Marketing, Banking, B2B, Payments, Vendor Management, Sales, Leadership, Strategic Partnerships, Electronic Payments, Start-ups, Strategy, SaaS, CRM, Training
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA, Business
University of Minnesota-Twin Cities 1980 — 1984
BS, Business
Harvard Business School
Harvard Business School
Betsey Vinciulla Betsey Vinciulla's Pinnacle Financial Strategies Experience March 2013 - Present
Job Editor at Pinnacle Financial Strategies
Industry Financial Services
Experience
Pinnacle Financial Strategies March 2013 - Present
NuCO2 July 2011 - December 2012
Southern Fulfillment Services 2009 - July 2011
KIDDE FENWAL INC (Subsidiary of United Technologies) 2007 - 2009
KIDDE-FENWAL INC (Subsidiary of United Technologies) 2005 - 2007
KIDDE-FENWAL INC (Subsidiary of United Technologies) 2004 - 2007
Kidde-Fenwal 1999 - 2004
Kidde-Fenwal 1994 - 2004
THE GAMEWELL COMPANY 1978 - 1994
Skills
Data Analysis, Team Leadership, Customer Service, Process Improvement, JD Edwards, Project Management, Budgets, Cross-functional Team..., Forecasting, Leadership, ERP, MRP, Logistics, Management, Strategy, Business Analysis, CRM, Inventory Management, Supply Chain, Program Management, Analysis, Integration, Project Planning, Training
Education
Northeastern University 2004 — 2004
Supply Chain
Dean College 1985 — 1990
AS Studies, Business Management
Wayland High School
Pinnacle Financial Strategies March 2013 - Present
NuCO2 July 2011 - December 2012
Southern Fulfillment Services 2009 - July 2011
KIDDE FENWAL INC (Subsidiary of United Technologies) 2007 - 2009
KIDDE-FENWAL INC (Subsidiary of United Technologies) 2005 - 2007
KIDDE-FENWAL INC (Subsidiary of United Technologies) 2004 - 2007
Kidde-Fenwal 1999 - 2004
Kidde-Fenwal 1994 - 2004
THE GAMEWELL COMPANY 1978 - 1994
Skills
Data Analysis, Team Leadership, Customer Service, Process Improvement, JD Edwards, Project Management, Budgets, Cross-functional Team..., Forecasting, Leadership, ERP, MRP, Logistics, Management, Strategy, Business Analysis, CRM, Inventory Management, Supply Chain, Program Management, Analysis, Integration, Project Planning, Training
Education
Northeastern University 2004 — 2004
Supply Chain
Dean College 1985 — 1990
AS Studies, Business Management
Wayland High School
Brenda Gallegos Brenda Gallegos's Pinnacle Financial Strategies Experience May 2004 - February 2011
Job Social Media Consultant
Industry Marketing and Advertising
Experience
Adobe Equipment December 2014 - Present
ABC Dental February 2011 - August 2011
Pinnacle Financial Strategies May 2004 - February 2011
Webxites January 1999 - March 2003
Skills
Email Marketing, Customer Service, Social Media, Marketing, Marketing Strategy, Sales, Public Relations, SEO, Google Analytics, Blogging, Strategy, Press Releases, Market Research
Education
San Jacinto College 2011 — 2013
International Business and Logistics
University of Houston
Adobe Equipment December 2014 - Present
ABC Dental February 2011 - August 2011
Pinnacle Financial Strategies May 2004 - February 2011
Webxites January 1999 - March 2003
Skills
Email Marketing, Customer Service, Social Media, Marketing, Marketing Strategy, Sales, Public Relations, SEO, Google Analytics, Blogging, Strategy, Press Releases, Market Research
Education
San Jacinto College 2011 — 2013
International Business and Logistics
University of Houston
James Wooster James Wooster's Pinnacle Financial Strategies Experience March 2007 - April 2009
Job EPIC Application Coordinator at The University of Arizona Health Network
Industry Information Technology and Services
Experience
The University of Arizona Health Network June 2013 - Present
The University of Arizona Health Network April 2013 - June 2013
The University of Arizona Health Network July 2012 - April 2013
Sava Senior Care December 2010 - July 2012
Ingenia Polymers October 2009 - December 2010
Pinnacle Financial Strategies March 2007 - April 2009
Pinnacle Financial Strategies November 2003 - March 2007
BISYS January 2000 - November 2003
Prime Bank May 1997 - January 2000
Texoma Medical Center April 1995 - May 1997
Skills
Access, Active Directory, Blackberry, Business Analysis, Change Management, Computer Hardware, Customer Service, Firewalls, Hardware, Laptops, Microsoft Exchange, Microsoft Office, Network Administration, Process Improvement, Project Management, Project Planning, Quality Assurance, Routers, Servers, SharePoint, Software Documentation, Software Implementation, Software Installation, Team Building, Team Leadership, Technical Support, Testing, Training, Troubleshooting, VMware, Vendor Management, Visio, WAN, Windows, Windows Server, Wireless, Citrix, Data Center, Security, Networking, Disaster Recovery, Help Desk Support, Integration, Printers, Data Analysis, HIPAA, Systems Analysis, ERP, MS Project, Software Project...
Education
Collin County Community College 1995 — 1996
Associates of Art, Business
University of Houston 1993 — 1994
The University of Arizona Health Network June 2013 - Present
The University of Arizona Health Network April 2013 - June 2013
The University of Arizona Health Network July 2012 - April 2013
Sava Senior Care December 2010 - July 2012
Ingenia Polymers October 2009 - December 2010
Pinnacle Financial Strategies March 2007 - April 2009
Pinnacle Financial Strategies November 2003 - March 2007
BISYS January 2000 - November 2003
Prime Bank May 1997 - January 2000
Texoma Medical Center April 1995 - May 1997
Skills
Access, Active Directory, Blackberry, Business Analysis, Change Management, Computer Hardware, Customer Service, Firewalls, Hardware, Laptops, Microsoft Exchange, Microsoft Office, Network Administration, Process Improvement, Project Management, Project Planning, Quality Assurance, Routers, Servers, SharePoint, Software Documentation, Software Implementation, Software Installation, Team Building, Team Leadership, Technical Support, Testing, Training, Troubleshooting, VMware, Vendor Management, Visio, WAN, Windows, Windows Server, Wireless, Citrix, Data Center, Security, Networking, Disaster Recovery, Help Desk Support, Integration, Printers, Data Analysis, HIPAA, Systems Analysis, ERP, MS Project, Software Project...
Education
Collin County Community College 1995 — 1996
Associates of Art, Business
University of Houston 1993 — 1994
Thejas K R Thejas K R's Pinnacle Financial Strategies Experience November 2009 - June 2010
Job Technology Business Partner at American Air Liquide
Industry Management Consulting
Experience
American Air Liquide April 2015 - Present
Air Liquide America August 2012 - March 2015
Perficient June 2010 - August 2012
Pinnacle Financial Strategies November 2009 - June 2010
Townsend Solutions June 2009 - February 2010
LighterMate May 2009 - June 2009
Air Liquide America February 2009 - May 2009
CGI-AMS April 2006 - July 2008
ING March 2005 - March 2006
CGI May 2003 - March 2005
Skills
Requirements Analysis, Planning, Business Requirements, Essbase, Analysis, Banking, Business Analysis, Business Process, Quality Assurance, Budgeting, Pre-sales, Integration, Project Planning, Project Management, Business Process..., Management Consulting, Strategy, Change Management, Competitive Analysis, Data Analysis, Management, Budgets, Databases, Financial Analysis, Business Intelligence, Leadership, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Finance, Strategy
Visvesvaraya Technological University 1998 — 2002
Bachelor of Engineering, Computer Science
National College
Pre University, Science and Mathematics
American Air Liquide April 2015 - Present
Air Liquide America August 2012 - March 2015
Perficient June 2010 - August 2012
Pinnacle Financial Strategies November 2009 - June 2010
Townsend Solutions June 2009 - February 2010
LighterMate May 2009 - June 2009
Air Liquide America February 2009 - May 2009
CGI-AMS April 2006 - July 2008
ING March 2005 - March 2006
CGI May 2003 - March 2005
Skills
Requirements Analysis, Planning, Business Requirements, Essbase, Analysis, Banking, Business Analysis, Business Process, Quality Assurance, Budgeting, Pre-sales, Integration, Project Planning, Project Management, Business Process..., Management Consulting, Strategy, Change Management, Competitive Analysis, Data Analysis, Management, Budgets, Databases, Financial Analysis, Business Intelligence, Leadership, Financial Modeling
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Finance, Strategy
Visvesvaraya Technological University 1998 — 2002
Bachelor of Engineering, Computer Science
National College
Pre University, Science and Mathematics
David Weissman's Pinnacle Financial Strategies Experience April 2014 - Present
Job Executive Vice President at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies April 2014 - Present
First Victoria National Bank October 2007 - January 2014
Phillips-Van Heusen Corp. May 1979 - September 2007
Skills
Sales, Sales Management, Marketing, Retail, New Business Development, Sales Process, Relationship Management, Merchandising, Customer Retention, Banking, Customer Experience, Team Building, Customer Service, Training, Cross Selling, Sales Operations, Consumer Lending, Sales Presentations, Account Management, Key Account Management, Retail Banking, Strategy, Product Development
Education
The University of Texas at Austin 1975 — 1978
Bachelor of Business Administration (BBA), Marketing
Pinnacle Financial Strategies April 2014 - Present
First Victoria National Bank October 2007 - January 2014
Phillips-Van Heusen Corp. May 1979 - September 2007
Skills
Sales, Sales Management, Marketing, Retail, New Business Development, Sales Process, Relationship Management, Merchandising, Customer Retention, Banking, Customer Experience, Team Building, Customer Service, Training, Cross Selling, Sales Operations, Consumer Lending, Sales Presentations, Account Management, Key Account Management, Retail Banking, Strategy, Product Development
Education
The University of Texas at Austin 1975 — 1978
Bachelor of Business Administration (BBA), Marketing
Carey Hunter's Pinnacle Financial Strategies Experience April 2005 - June 2007
Job Corporate Communication Coordinator at FMC Technologies
Industry Oil & Energy
Experience
FMC Technologies November 2014 - Present
FMC Technologies March 2012 - November 2014
Russell Reynolds Associates July 2007 - March 2012
Pinnacle Financial Strategies April 2005 - June 2007
SAIC May 1996 - February 2003
Titan Corporation 1993 - 1996
Skills
Business Development, PowerPoint, Employee Relations, Recruiting, Marketing, Outlook, Administrative..., Office Management, Project Planning, Analysis, Team Building, Corporate Communications, Project Management, Budgets, Customer Service, Microsoft Excel, Leadership, Strategy
Education
The Johns Hopkins University
Master of Arts (MA), Organizational Communication, General
Arizona State University
Bachelor of Science (B.S.), Communication, Cum Laude
FMC Technologies November 2014 - Present
FMC Technologies March 2012 - November 2014
Russell Reynolds Associates July 2007 - March 2012
Pinnacle Financial Strategies April 2005 - June 2007
SAIC May 1996 - February 2003
Titan Corporation 1993 - 1996
Skills
Business Development, PowerPoint, Employee Relations, Recruiting, Marketing, Outlook, Administrative..., Office Management, Project Planning, Analysis, Team Building, Corporate Communications, Project Management, Budgets, Customer Service, Microsoft Excel, Leadership, Strategy
Education
The Johns Hopkins University
Master of Arts (MA), Organizational Communication, General
Arizona State University
Bachelor of Science (B.S.), Communication, Cum Laude
Byron Gautier's Pinnacle Financial Strategies Experience July 2007 - January 2010
Job Experienced Training Facilitator
Industry Oil & Energy
Experience
Baker Hughes January 2012 - Present
KB Home January 2011 - January 2012
Alpha Phi Alpha Fraternity, Inc. 2008 - December 2010
Pinnacle Financial Strategies July 2007 - January 2010
Capital One October 2006 - June 2007
Wachovia Bank May 2003 - October 2006
YBG Services October 2000 - May 2003
Novo Nordisk October 2000 - May 2002
Bank of America October 1997 - October 2000
Michelin June 1996 - October 1997
Skills
Leadership, Training, Team Building, Sales, Marketing, Account Management, Sales Operations, CRM, Strategic Planning, Program Management, Coaching, Loans, Customer Service, Product Development, Process Improvement, Retail, Team Leadership, Change Management, Strategy, Budgets, Mentoring, Sales Management, Business Development, Cross-functional Team..., Finance, Training Course...
Education
Florida Agricultural and Mechanical University
Bachelors of Science, Business Admnistration, Marketing
Baker Hughes January 2012 - Present
KB Home January 2011 - January 2012
Alpha Phi Alpha Fraternity, Inc. 2008 - December 2010
Pinnacle Financial Strategies July 2007 - January 2010
Capital One October 2006 - June 2007
Wachovia Bank May 2003 - October 2006
YBG Services October 2000 - May 2003
Novo Nordisk October 2000 - May 2002
Bank of America October 1997 - October 2000
Michelin June 1996 - October 1997
Skills
Leadership, Training, Team Building, Sales, Marketing, Account Management, Sales Operations, CRM, Strategic Planning, Program Management, Coaching, Loans, Customer Service, Product Development, Process Improvement, Retail, Team Leadership, Change Management, Strategy, Budgets, Mentoring, Sales Management, Business Development, Cross-functional Team..., Finance, Training Course...
Education
Florida Agricultural and Mechanical University
Bachelors of Science, Business Admnistration, Marketing
Cameron Drury's Pinnacle Financial Strategies Experience October 1999 - February 2001
Job Quality Documentation
Industry Pharmaceuticals
Experience
Covance and PPD May 2010 - Present
Roche Diagnostics September 2007 - May 2010
BankTEL February 2004 - July 2005
Pinnacle Financial Strategies October 1999 - February 2001
CBSI 1992 - 1996
Education
Indiana University Bloomington 1996 — 1999
BA, History
Indiana University Kokomo 1995 — 1996
n/a, English
Wabash College 1992 — 1993
n/a, History
Bachelor of Arts in History
Covance and PPD May 2010 - Present
Roche Diagnostics September 2007 - May 2010
BankTEL February 2004 - July 2005
Pinnacle Financial Strategies October 1999 - February 2001
CBSI 1992 - 1996
Education
Indiana University Bloomington 1996 — 1999
BA, History
Indiana University Kokomo 1995 — 1996
n/a, English
Wabash College 1992 — 1993
n/a, History
Bachelor of Arts in History
Jim Huffstetler's Pinnacle Financial Strategies Experience May 2004 - Present
Job National Sales Director at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies May 2004 - Present
Ceridian Employer Services 1987 - 2004
Ceridian 1987 - 2004
Education
Appalachian State University 1979 — 1983
BSBA, Marketing Sales
Pinnacle Financial Strategies May 2004 - Present
Ceridian Employer Services 1987 - 2004
Ceridian 1987 - 2004
Education
Appalachian State University 1979 — 1983
BSBA, Marketing Sales
Judy Skelton's Pinnacle Financial Strategies Experience September 2002 - April 2009
Job Independent Consultant & Team Leader at Blessings Unlimited
Industry Banking
Experience
Retired - Freelancer/Volunteer Fundraising, Newsletter Editing, Photography, Committee Member, etc.Independent Consultant & Team LeaderBlessings UnlimitedDecember 2009 - Present
Ignite 2009 - 2010
Pinnacle Financial Strategies September 2002 - April 2009
American Institute of Banking February 1977 - June 1993
First National Bank in Dallas 1965 - 1977
First National Bank in Dallas (now Bank of America) 1965 - 1977
Education
Harding University 1961 — 1965
BA, Business Education
Harding University 1961 — 1965
B.A., Business Education
Retired - Freelancer/Volunteer Fundraising, Newsletter Editing, Photography, Committee Member, etc.Independent Consultant & Team LeaderBlessings UnlimitedDecember 2009 - Present
Ignite 2009 - 2010
Pinnacle Financial Strategies September 2002 - April 2009
American Institute of Banking February 1977 - June 1993
First National Bank in Dallas 1965 - 1977
First National Bank in Dallas (now Bank of America) 1965 - 1977
Education
Harding University 1961 — 1965
BA, Business Education
Harding University 1961 — 1965
B.A., Business Education
Candy Grasty's Pinnacle Financial Strategies Experience Client Service SpecialistFayez Sarofim & Co.2001 - 2003
Job Sales Support at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies Client Service SpecialistFayez Sarofim & Co.2001 - 2003
Fayez Sarofim & Co 2001 - 2003
Education
Rice University 1977 — 1981
B.A., Economics/Managerial Studies
Pinnacle Financial Strategies Client Service SpecialistFayez Sarofim & Co.2001 - 2003
Fayez Sarofim & Co 2001 - 2003
Education
Rice University 1977 — 1981
B.A., Economics/Managerial Studies
Dan Rangel's Pinnacle Financial Strategies Experience May 2007 - April 2009
Job Cornerstone Credit Union League
Industry Financial Services
Experience
Cornerstone Credit Union League August 2012 - Present
Stewart Lender Services February 2012 - August 2012
Rosewood Memorial Park August 2011 - January 2012
Various Contract Engagements July 2009 - August 2011
Pinnacle Financial Strategies May 2007 - April 2009
Sterling Bank September 2000 - April 2007
Southwest Corporate Federal Credit Union January 1991 - September 2000
Chase Bank / Texas Commerce Bank May 1977 - January 1991
Skills
Customer Relations, Customer Service, Excel, Word, Outlook, Spanish, Operating Budgets, Banking Operations, Banking, Quality Assurance, PowerPoint, Policy Analysis, Compliance, Risk Management, Budgeting, Vendor Management, Problem Solving, Team Building, Process Improvement, Microsoft Office, Change Management, Financial Analysis, Mentoring, Documentation, Operations Management, Team Leadership, Pricing, Visio, Contract Negotiations, Risk, Team Management, Budgets, Project Management, Strategic Planning, Microsoft Excel, Financial Risk, Financial Services, Credit Unions, Loans, Software Documentation, Credit, Core Banking, Mortgage Lending, Contract Negotiation, Call Centers, Accounting, Executive Management, Sales, Human Resources, CRM
Education
St. Thomas H.S.
University of Houston
Business Administration, Management and Operations
Cornerstone Credit Union League August 2012 - Present
Stewart Lender Services February 2012 - August 2012
Rosewood Memorial Park August 2011 - January 2012
Various Contract Engagements July 2009 - August 2011
Pinnacle Financial Strategies May 2007 - April 2009
Sterling Bank September 2000 - April 2007
Southwest Corporate Federal Credit Union January 1991 - September 2000
Chase Bank / Texas Commerce Bank May 1977 - January 1991
Skills
Customer Relations, Customer Service, Excel, Word, Outlook, Spanish, Operating Budgets, Banking Operations, Banking, Quality Assurance, PowerPoint, Policy Analysis, Compliance, Risk Management, Budgeting, Vendor Management, Problem Solving, Team Building, Process Improvement, Microsoft Office, Change Management, Financial Analysis, Mentoring, Documentation, Operations Management, Team Leadership, Pricing, Visio, Contract Negotiations, Risk, Team Management, Budgets, Project Management, Strategic Planning, Microsoft Excel, Financial Risk, Financial Services, Credit Unions, Loans, Software Documentation, Credit, Core Banking, Mortgage Lending, Contract Negotiation, Call Centers, Accounting, Executive Management, Sales, Human Resources, CRM
Education
St. Thomas H.S.
University of Houston
Business Administration, Management and Operations
William Hoppel's Pinnacle Financial Strategies Experience January 2011 - July 2012
Job Sales Director Pendum, Inc.
Industry Financial Services
Experience
Pendum, LLC October 2013 - March 2015
NCR Corporation October 2012 - September 2013
Pinnacle Financial Strategies January 2011 - July 2012
Fiserv / Revenue Enhancement Solutions October 2005 - July 2010
Pinnacle Financial Strategies 2003 - 2005
McBee Systems 1970 - 1997
Skills
Banking, Cash Management, Sales Management, Risk Management, Compliance, Coaching, Customer Relations, Customer Acquisition, Customer Service, Business Development, Financial Services, Sales, Lead Generation, Management, Relationship Management, Selling, Sales Process, Sales Operations, Cold Calling, Customer Retention
Education
Fairleigh Dickinson University, Rutherford NJ 1973 — 1975
BS, Major: Marketing Minor: Psychology
Temple University 1971 — 1973
Bachelor of Science (BS), Marketing
Pendum, LLC October 2013 - March 2015
NCR Corporation October 2012 - September 2013
Pinnacle Financial Strategies January 2011 - July 2012
Fiserv / Revenue Enhancement Solutions October 2005 - July 2010
Pinnacle Financial Strategies 2003 - 2005
McBee Systems 1970 - 1997
Skills
Banking, Cash Management, Sales Management, Risk Management, Compliance, Coaching, Customer Relations, Customer Acquisition, Customer Service, Business Development, Financial Services, Sales, Lead Generation, Management, Relationship Management, Selling, Sales Process, Sales Operations, Cold Calling, Customer Retention
Education
Fairleigh Dickinson University, Rutherford NJ 1973 — 1975
BS, Major: Marketing Minor: Psychology
Temple University 1971 — 1973
Bachelor of Science (BS), Marketing
Bryan Box's Pinnacle Financial Strategies Experience Director of SalesThe Slayter CompaniesJuly 2007 - May 2009
Job Regional Account Executive at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies Director of SalesThe Slayter CompaniesJuly 2007 - May 2009
Education
Regis University 2005 — 2007
MBA, Marketing
Northwestern State University 1992 — 1996
BGS, Social Science
University of Arkansas at Monticello 1990 — 1992
None, Education
Pinnacle Financial Strategies Director of SalesThe Slayter CompaniesJuly 2007 - May 2009
Education
Regis University 2005 — 2007
MBA, Marketing
Northwestern State University 1992 — 1996
BGS, Social Science
University of Arkansas at Monticello 1990 — 1992
None, Education
Tanna Spell's Pinnacle Financial Strategies Experience September 2009 - Present
Job Manager, Software Support at Pinnacle Financial Strategies
Industry Banking
Experience
Pinnacle Financial Strategies September 2009 - Present
First National Bank 2002 - 2004
BFI 1996 - 1997
Universal Computer Systems 1994 - 1996
Skills
Banking, Financial Analysis, Loans, Internet Banking, Business Analysis, Credit, Risk Management, Commercial Banking, Financial Risk, Finance, Process Improvement, Vendor Management, Analysis, Executive Management, Retail Banking
Education
Stephen F. Austin State University
BBA, Finance
Pinnacle Financial Strategies September 2009 - Present
First National Bank 2002 - 2004
BFI 1996 - 1997
Universal Computer Systems 1994 - 1996
Skills
Banking, Financial Analysis, Loans, Internet Banking, Business Analysis, Credit, Risk Management, Commercial Banking, Financial Risk, Finance, Process Improvement, Vendor Management, Analysis, Executive Management, Retail Banking
Education
Stephen F. Austin State University
BBA, Finance
Carol Schorn's Pinnacle Financial Strategies Experience May 2011 - January 2014
Job Associate Editor at Manuscript Check
Industry Writing and Editing
Experience
Manuscript Check April 2014 - Present
Pinnacle Financial Strategies May 2011 - January 2014
Tabs Direct June 2001 - March 2011
Tabs Direct January 1994 - May 2001
SAIC 1990 - 1994
Skills
Quality Assurance
Education
Houston Community College 2012 — 2015
Associate's Degree, Digital Communications, A's in all courses so far
Texas A&M University 1984 — 1985
Teacher's Certification, Education
Texas A&M University 1978 — 1983
Bachelor's Degree, Marine Biology
Manuscript Check April 2014 - Present
Pinnacle Financial Strategies May 2011 - January 2014
Tabs Direct June 2001 - March 2011
Tabs Direct January 1994 - May 2001
SAIC 1990 - 1994
Skills
Quality Assurance
Education
Houston Community College 2012 — 2015
Associate's Degree, Digital Communications, A's in all courses so far
Texas A&M University 1984 — 1985
Teacher's Certification, Education
Texas A&M University 1978 — 1983
Bachelor's Degree, Marine Biology
John Sarto's Pinnacle Financial Strategies Experience November 2001 - June 2005
Job President Third Millennium Consulting
Industry Banking
Experience
Old Second National Bank September 2005 - June 2012
Pinnacle Financial Strategies November 2001 - June 2005
BISYS July 1998 - August 2001
First Bank of Oak Park January 1988 - July 1997
Skills
Customer Relations, Banking, Customer Service, Budgeting, Process Improvement, Change Management, Strategic Planning, Operations Management, Financial Analysis, Team Management, Business Process..., Performance Management, Team Building, Project Planning, Leadership Development, Organizational..., Excel
Education
Rockford University 1967 — 1970
Accounting
Old Second National Bank September 2005 - June 2012
Pinnacle Financial Strategies November 2001 - June 2005
BISYS July 1998 - August 2001
First Bank of Oak Park January 1988 - July 1997
Skills
Customer Relations, Banking, Customer Service, Budgeting, Process Improvement, Change Management, Strategic Planning, Operations Management, Financial Analysis, Team Management, Business Process..., Performance Management, Team Building, Project Planning, Leadership Development, Organizational..., Excel
Education
Rockford University 1967 — 1970
Accounting
Rey Garza's Pinnacle Financial Strategies Experience January 2005 - December 2007
Job Project Accountant at Bechtel Corporation
Industry Oil & Energy
Experience
Bechtel Corporation May 2012 - Present
Thomson Reuters July 2010 - Present
Kaneka Texas Corporation January 2010 - July 2010
One Source Industrial, LLC August 2008 - March 2009
CAT-SPEC, LTD December 2007 - August 2008
Pinnacle Financial Strategies January 2005 - December 2007
Transocean Offshore Deepwater Drilling January 2004 - June 2005
El Paso Corporation January 2001 - October 2004
Skills
SAP, Excel, Quickbooks, PeopleSoft, Spanish, Budgeting, Accounts Payable, General Ledger, Accounts Receivable, Accounting, Accruals, Access, Outlook, Reconciliation, Word, Microsoft Office, Financial Reporting, Account Reconciliation, PowerPoint, Customer Service, Inventory Management, Balance, Microsoft Word, Microsoft Excel, Budgets, Financial Accounting, Auditing, QuickBooks
Education
University of Houston-Clear Lake 2005 — 2007
Bachelors of Science, Finance
San Jacinto College
Associates, Business Administration
Bechtel Corporation May 2012 - Present
Thomson Reuters July 2010 - Present
Kaneka Texas Corporation January 2010 - July 2010
One Source Industrial, LLC August 2008 - March 2009
CAT-SPEC, LTD December 2007 - August 2008
Pinnacle Financial Strategies January 2005 - December 2007
Transocean Offshore Deepwater Drilling January 2004 - June 2005
El Paso Corporation January 2001 - October 2004
Skills
SAP, Excel, Quickbooks, PeopleSoft, Spanish, Budgeting, Accounts Payable, General Ledger, Accounts Receivable, Accounting, Accruals, Access, Outlook, Reconciliation, Word, Microsoft Office, Financial Reporting, Account Reconciliation, PowerPoint, Customer Service, Inventory Management, Balance, Microsoft Word, Microsoft Excel, Budgets, Financial Accounting, Auditing, QuickBooks
Education
University of Houston-Clear Lake 2005 — 2007
Bachelors of Science, Finance
San Jacinto College
Associates, Business Administration
Allison Peeler's Pinnacle Financial Strategies Experience November 2008 - April 2010
Job Happy Helper, Great Basin Bakery
Industry Food & Beverages
Experience
Great Basin Bakery SNAP Regional CoordinatorSierra Nevada AllianceSeptember 2010 - July 2013
Pinnacle Financial Strategies November 2008 - April 2010
YOUTH GUIDANCE MENTORING & ACTIVITIES PROGRAM November 2008 - March 2010
THE ENVIRONMENTAL LEARNING CENTER January 2009 - January 2010
AmeriCorps VISTA November 2007 - November 2008
CAROLINA PEACE RESOURCE CENTER (CPRC) November 2003 - October 2007
Digital Media Communications October 2005 - January 2007
Clear Channel Radio November 2005 - August 2006
Skills
Fundraising, Grant Writing, Non-profits, Editing, Newsletters, Research, Program Management, Social Media, Public Relations, Sustainability, Event Management, Event Planning, Writing
Education
The University of South Carolina 2005 2000 — 2005
B.A, Journalism
University of South Carolina-Columbia 2000 — 2005
Bachelor's of Arts, Print Journalism
Great Basin Bakery SNAP Regional CoordinatorSierra Nevada AllianceSeptember 2010 - July 2013
Pinnacle Financial Strategies November 2008 - April 2010
YOUTH GUIDANCE MENTORING & ACTIVITIES PROGRAM November 2008 - March 2010
THE ENVIRONMENTAL LEARNING CENTER January 2009 - January 2010
AmeriCorps VISTA November 2007 - November 2008
CAROLINA PEACE RESOURCE CENTER (CPRC) November 2003 - October 2007
Digital Media Communications October 2005 - January 2007
Clear Channel Radio November 2005 - August 2006
Skills
Fundraising, Grant Writing, Non-profits, Editing, Newsletters, Research, Program Management, Social Media, Public Relations, Sustainability, Event Management, Event Planning, Writing
Education
The University of South Carolina 2005 2000 — 2005
B.A, Journalism
University of South Carolina-Columbia 2000 — 2005
Bachelor's of Arts, Print Journalism
Gina Hudson's Pinnacle Financial Strategies Experience February 2003 - February 2005
Job Licensed Real Estate Agent
Industry Real Estate
Experience
TexasRenters.com August 2014 - Present
ABB November 2011 - July 2014
Blazer Building, Inc. September 2008 - November 2011
SmartStep Solutions November 2005 - September 2008
Pinnacle Financial Strategies February 2003 - February 2005
USAF 1986 - 1992
Skills
Program Management, Data Analysis, Construction, Marketing, Troubleshooting, Databases, Project Management, Project Planning
Education
Coastal Carolina Community College 1984 — 1985
TexasRenters.com August 2014 - Present
ABB November 2011 - July 2014
Blazer Building, Inc. September 2008 - November 2011
SmartStep Solutions November 2005 - September 2008
Pinnacle Financial Strategies February 2003 - February 2005
USAF 1986 - 1992
Skills
Program Management, Data Analysis, Construction, Marketing, Troubleshooting, Databases, Project Management, Project Planning
Education
Coastal Carolina Community College 1984 — 1985