Pinnacle Insurance & Financial Services, LLC.
Address: 65 Street Rd A-101, Warminster, PA 18974 Hours: Closed ⋅ Opens 8:30AM Saturday8:30AM–12PMSunday8:30AM–12PMMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 772-6881 Appointments: pfsinsurance.com: Category: : : Website: : : Place name: : Website: https://www.pfsinsurance.com/ Category: Insurance broker 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pinnacle Financial Services Posting publicly on the Web Write a review Reviews 1 Google review From Pinnacle Financial Services "Here at Pinnacle, we’re about partnerships, not titles. We build partnerships with each and every agent. Whether you’re an independent broker working from home or a large agency working multiple states, we want you to join the Pinnacle team."
Pinnacle Insurance & Financial Services, LLC. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pinnacle Insurance & Financial Services, LLC.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pinnacle Insurance & Financial Services, LLC. Employees
McGarvey Residential Communities, LLC November 2013 - Present
Pinnacle Insurance & Financial Services, LLC. February 2013 - March 2014
Skills
Spanish, Social Media Marketing
Education
College of Charleston 2010 — 2012
Pinnacle Insurance & Financial Services, LLC. January 2013 - Present
Pinnacle Insurance and Financial Services LLC December 2005 - December 2012
AIG 2000 - 2005
Prudential Insurance Co. September 1974 - August 1996
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, IRAs, Financial Services
Education
City University of New York City College 1970 — 1974
BS, Education
Pinnacle Insurance & Financial Services, LLC. July 2012 - Present
Pinnacle Insurance & Financial Services, LLC. August 2011 - October 2012
Prudential Financial January 2011 - August 2011
Prudential Financial July 2008 - January 2011
State Farm Insurance July 2003 - August 2007
Skills
Life Insurance, Underwriting, Mutual Funds, Investments, Insurance, Long-term Care, Financial Advisory, Whole Life, Fixed Annuities, Sales, Term Life Insurance, Disability Insurance, Portfolio Management, Retirement Planning, Financial Services, Retirement, Securities, Series 6, Series 63, Sales Presentations, Employee Benefits, FINRA, Selling, Financial Planners, Wealth Management, Estate Planning, IRAs, Long Term Care Insurance, Strategic Financial..., Finance, Wealth, Small Business, 401k, Health Insurance, Critical Illness, Banking, General Insurance, Variable Annuities, Asset Allocation, Series 7, Investment Advisory, Personal Finance, Universal Life, Brokers, Wealth Accumulation, Investment Strategies, Alternative Investments, Relationship Management, Customer Retention, Asset Management
Education
University of North Florida 2005 — 2007
BBA, Financial Services
Florida Community College at Jacksonville 2002 — 2005
Associate in Arts
Terry Parker High School
Diploma
Pinnacle Insurance & Financial Services, LLC. November 2011 - Present
Prudential Financial 2007 - 2011
Family Foundations (formerly Family Counseling Services) 2005 - 2006
Nelnet 2002 - 2003
Citibank Universal Card Services Corporation (Formerly AT&T Universal Card Services) 1997 - 2001
AT&T Universal Card Services 1996 - 1997
AT&T Universal Card Services 1995 - 1996
AT&T Universal Card Services 1994 - 1995
AT&T Universal Card Services 1993 - 1994
AT&T Universal Card Services 1990 - 1993
Skills
Marketing, Strategic Planning, Business Development, Marketing Strategy, Project Management, Product Marketing, Vendor Management, Third Party Vendor..., Diversity Champion, Sales Management, Diversity & Inclusion, Diversity Marketing, US Hispanic Market, Contract Negotiation, Marketing Communications, Public Speaking, Non-profit..., Cross-functional Team..., Teamwork, Collaborative Problem..., Integrated Marketing, Program Management, Leadership, Budgets, Insurance, Marketing Management, Employee Benefits, Sales, Strategic Partnerships, Recruiting, Management, Financial Services, Strategy, Product Development
Education
Emory University - Goizueta Business School
Executive Development Program, Marketing/Marketing Management, General
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Executive Development Program
Wesleyan University
BA, Government
Pinnacle Insurance & Financial Services, LLC. 1999 - Present
AIG American General 1992 - 1999
Skills
Fixed Annuities, Indexed Annuities, Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Retirement, Term Life Insurance, Wealth Management, Universal Life, Underwriting, IRAs, Series 6, Financial Planners
Education
University of North Florida 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Pinnacle Insurance & Financial Services, LLC. May 2010 - Present
Skills
Insurance, Fixed Annuities, Long-term Care, Investments, Underwriting, Life Insurance, Series 63, Retirement Planning, Marketing, Strategic Planning, Portfolio Management, Financial Services, Disability Insurance, Small Business, Mutual Funds, Sales, Retirement, Wealth Management
Education
Jacksonville University
B.A.
Legacy Trust Family Wealth Offices July 2014 - Present
Legacy Trust Family Wealth Offices July 2013 - July 2014
Pinnacle Insurance & Financial Services, LLC. February 2010 - July 2013
Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Underwriting, Retirement Planning, Estate Planning, Financial Planners, Investments, Wealth Management, Retirement, Financial Services, Equity Research Analysis, Financial Analysis, Valuation Modeling, Financial Product..., Licensed Life & Health..., Financial Modeling, Marketing Strategy, Succession Planning, Brokerage, Mutual Funds, Strategic Financial..., Sales, Investment Advisory, Financial Planning
Education
University of North Florida - College of Business Administration 2010 — 2012
Bachelor's degree, Finance, Investments Track
College of Central Florida 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Pinnacle Insurance & Financial Services, LLC. May 2015 - Present
AMGWealth Planning Solutions December 2012 - Present
Workplace Benefit Providers June 2012 - Present
Lincoln Financial Group November 2012 - May 2015
Prudential Financial February 1994 - December 2012
Fulbright & Jaworski 1991 - 1994
KPMG US August 1986 - August 1988
Skills
Estate Planning, Financial Planning, Retirement Planning, Disability Insurance, Risk Management, Wealth Management, Financial Services, Insurance, High Net Worth..., Strategic Planning, Employee Benefits
Education
University of Pennsylvania Law School 1988 — 1991
JD, Cum Laude
Saint Mary's College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance, Summa Cum Laude
The American College 1996 — 1996
CLU®, CHFC®
Pinnacle Insurance & Financial Services, LLC. 2012 - Present
Financial Strategies Group August 2009 - Present
Phoenix Life Insurance Company October 2007 - August 2009
The Hartford July 2005 - October 2007
Prudential Securities LIfe Agency 1998 - 2005
Skills
Estate Planning, Business Succession..., Multi-generational..., Life Insurance, Strategic Consulting, point of sale consulting, general agent, Sales Process, Sales, Succession Planning, Financial Planners, Term Life Insurance, Marketing, Retirement Planning, Disability Insurance, Insurance, Wealth, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Series 63, Wealth Management, Series 6, Employee Benefits
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (B.S.), Education
Pinnacle Insurance & Financial Services, LLC. December 2007 - Present
Estate Planning Concepts May 2003 - January 2008
Prudential Financial January 1991 - April 2003
Skills
Insurance, Retirement Planning, Underwriting, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Financial Advisory, Investment Advisory, Risk Management, Long Term Care Insurance, Financial Risk, Small Business, Asset Allocation, Investment Strategies, Relationship Management, Wealth Management, Portfolio Management, Mutual Funds, Property & Casualty..., Brokers, Whole Life, IRAs, Strategic Planning, Investments, 401k, Commercial Insurance, Medicare, Critical Illness, FINRA, Wealth Accumulation, Series 63, General Insurance, Financial Planners, Estate Planning, Universal Life, Strategic Financial..., Wealth, Workers Compensation, Series 7, Health Insurance, Securities, Accident, Financial Services, Pensions
Education
The University of Akron 1980 — 1985
Bachelor of Science, Engineering
Strategic Bundles LLC October 2008 - Present
Pinnacle Insurance & Financial Services, LLC. June 2008 - Present
Colvin Kazinec & Associates November 1999 - December 2008
Prudential Financial December 1984 - October 1999
Skills
Investment Advisory, Retirement Income..., Financial Modeling, Insurance Planning, Protection, Investments, Estate Planning, Wealth, Retirement Planning, Small Business, Risk Management, Wealth Transfer, Long Term Care, Wealth Accumulation, Disability Insurance, Long-term Care, Retirement, Financial Planners, Insurance, Wealth Management, 401k, FINRA, Financial Advisory, IRAs, Securities, Underwriting, Fixed Annuities, Life Insurance, Long Term Care Insurance, Series 6, Term Life Insurance, Financial Services, Universal Life, Whole Life, Financial Planning
Education
The American College 2000 — 2002
CLU/ChFC (active), Insurance/Financial Planning
University of Georgia - Terry College of Business 1981 — 1984
BBA, Risk Management & Insurance
Ascend Wealth Management April 2010 - Present
Pinnacle Insurance & Financial Services, LLC. February 2010 - Present
Southern Tide 2007 - 2010
Ameriprise Financial May 2009 - August 2009
Meld Financial 2008 - 2008
Prudential Financial May 2007 - August 2007
Skills
Marketing, Investments, Insurance, Sales Management, Sales, Underwriting, Strategic Planning, Marketing Strategy, Social Media, Public Speaking, Finance, Leadership, Strategic Financial..., Business Development, Small Business, Financial Analysis, Risk Management, Financial Planning
Education
University of Alabama 2005 — 2009
B.S., Consumer Economics - Financial Planning
iMethods March 2015 - Present
Pinnacle Insurance & Financial Services, LLC. August 2013 - March 2015
Pinnacle Insurance & Financial Services, LLC. August 2012 - August 2013
Carisma RCT August 2010 - October 2010
The Caravelle Resort May 2008 - August 2008
Skills
Marketing, Marketing Strategy, Management, Market Research, Leadership, Event Management, Strategic Planning, Research, Social Media, Email Marketing, Strategy, International Relations, Mandarin, Chinese, Marketing Communications, International Business, Strategic Communications, International Marketing, Brand Development, Social Networking
Education
Dongbei University of Finance and Economics 2009 — 2011
Master of Science (MSc), International Marketing Management
United Language & Culture Academy (Dalian, China) 2010 — 2011
Intermediate Proficiency Certificate, Mandarin Chinese
Clemson University 2006 — 2009
Bachelor of Science (BSc), Management
Day of Difference June 2015 - Present
Jacksonville Seminole Club January 2015 - Present
PACE Center for Girls January 2014 - June 2015
PACE Center for Girls July 2012 - December 2013
PACE Center for Girls June 2010 - June 2012
Pinnacle Insurance & Financial Services, LLC. April 2009 - June 2010
McCord Hospital August 2008 - December 2008
Big Bend Cares August 2007 - December 2007
Skills
Program Development, Nonprofits, Volunteer Management, Event Planning, Public Speaking, Event Management, Public Relations, Grant Writing, Social Media, Grants, Microsoft Office, Case Managment, Team Building, Program Evaluation, Microsoft Word, Microsoft Excel, Fundraising, Training, Case Management, Psychotherapy, Social Services, Community Outreach, Leadership, Customer Service
Education
Florida State University 2006 — 2009
Master's degree, Clinical/Medical Social Work
Florida State University 2002 — 2006
Bachelor's degree, Psychology
Pinnacle Insurance & Financial Services, LLC. June 2015 - Present
Pinnacle Insurance & Financial Services, LLC. August 2013 - Present
Skills
Social Media Marketing, Event Planning, Social Networking, Email Marketing, Cross-functional Team..., Marketing, Design, Czech, Polish, Management, Research
Education
Silesian University in Opava 2009 — 2012
Marketing and Management
Beskydy Moundatin Academy
Pinnacle Insurance & Financial Services, LLC. July 2014 - Present
Griffon May, Inc. February 1998 - April 2014
World Affairs Council of Oregon December 1997 - October 1998
Skills
Medicare Insurance, Life Insurance, Employee Benefits, Long-term Care, Health Insurance, Disability Insurance, Volunteering, Community Service, Social Networking, Sales, Customer Service
Education
University of Minnesota-Twin Cities 1992 — 1994
The Universit of Veterinary Medicine, Saratov Russia
Doctor of Veterinary Medicine, Veterinary Medicine
Pinnacle Insurance & Financial Services, LLC. March 2015 - Present
Creative Culture Media February 2014 - Present
Penuel Aviation Consulting June 2011 - January 2014
Sensorium Creative May 2009 - 2013
Skills
Marketing, New Media, Event Management, Project Management, Social Media Marketing, Photography, Online Advertising, Public Relations, Social Networking, Event Producing, Publishing, Entrepreneurship, Design, Film Production, Customer Service, Video Production, Video Marketing, Microsoft Office, Public Speaking, Event Planning
Education
Florida Agricultural and Mechanical University 2007 — 2012
Biological & Agricultural Systems Engineering
Pinnacle Insurance & Financial Services, LLC. April 2015 - Present
MacDuff Underwriters, LLC February 2014 - March 2015
GamePlan Financial Marketing August 2010 - May 2013
Skills
Management, Customer Service, Sales, Coaching, Sales Operations, Account Management, Sales Management, Marketing, Leadership, Marketing Strategy, Team Building
Education
Kennesaw State University 2006 — 2009
Early Childhood Education and Teaching
The Art Institute of Atlanta 2007 — 2008
Interior Design
Harrison High School 2001 — 2005
Diploma
SelectQuote Insurance Services December 2014 - Present
SelectQuote Insurance Services October 2013 - December 2014
SelectQuote Insurance Services March 2013 - October 2013
St Johns Insurance Agency January 2012 - March 2013
Pinnacle Insurance & Financial Services, LLC. September 2008 - October 2009
Skills
Sales, Marketing, Leadership, Insurance, Sales Management, Training, Marketing Strategy, Presentations, Phone Skills, Sales Operations
Education
University of North Florida 2007 — 2011
Bachelor of Science (B.S.), Communications
University of Cantabria 2011 — 2011
Foreign Language Program, Spanish Language and Literature
Pinnacle Insurance & Financial Services, LLC.
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Brokers
Education
Stetson University
Pinnacle insurance and financial services January 2010 - January 2012
Pinnacle Insurance & Financial Services, LLC. January 2009 - July 2010
New York Life Insurance Company January 2006 - January 2009
Skills
Life Insurance, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long-term Care, Marketing, Term Life Insurance, Small Business, Wealth Management, Retirement, Whole Life, Estate Planning, Universal Life, Strategic Planning, Employee Benefits, Sales, Underwriting, Sales Management
Education
Temple University
Pinnacle Insurance & Financial Services, LLC. December 2008 - Present
BNP Paribas August 2006 - October 2008
Education
University of North Carolina at Chapel Hill 1997 — 2001
Journalism & Political Science
Pinnacle Insurance & Financial Services, LLC. August 2013 - Present
Capitas Financial September 2007 - July 2013
Merrill Lynch May 1985 - February 1998
Skills
Estate Planning, Life Insurance, Business Planning, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Financial Planning, Wealth, Financial Advisory, Sales, Strategic Planning, Finance, Term Life Insurance, Insurance, New Business Development, Small Business, Fixed Annuities, Strategic Financial..., Employee Benefits, Marketing, Investments, Financial Services, 401k, Long Term Care Insurance, Series 6, Series 7, Series 63, Team Building, Public Speaking, Team Leadership, Financial Planners, Financial Analysis
Education
Florida Atlantic University 1968 — 1970
BA, Social Sciences
The American College
CLU, ChFC, Life Insurance and Financial Planning
Chase November 2014 - Present
JPMorgan Chase August 2011 - Present
Shea Mortgage March 2008 - July 2011
Pinnacle Insurance & Financial Services, LLC. July 2003 - June 2007
Bank One February 1997 - July 2003
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Residential Mortgages, Loans, VA loans, USDA, FHA financing
Education
Arizona State University 1986 — 1989
The American College January 2011 - Present
Pinnacle Insurance & Financial Services, LLC. 2009 - 2014
Prudential Financial 1970 - 2009
Skills
Adjunct Professor, The..., Wealth, Retirement, Fixed Annuities, Insurance, Financial Advisory, Estate Planning, Business Planning, Employee Benefits, Finance, Retirement Planning, Small Business, Life Insurance, Long-term Care, Wealth Management, Strategic Financial..., Financial Planners, Disability Insurance, IRAs, Mutual Funds, Financial Planning
Education
Bellarmine University 1965 — 1967
Business
Pinnacle Insurance & Financial Services, LLC. March 2011 - 2013
Prudential Financial July 1997 - July 2007
Pacific Bell Telecommunications September 1995 - September 1997
AT&T Universal Card 1987 - 1992
AT&T 1987 - 1992
AT&T 1987 - 1992
AT&T 1987 - 1992
Skills
Estate Planning, Strategic Planning, Retirement, Strategic Financial..., Cross-functional Team..., Fixed Annuities, Investments, Insurance, Management, Team Building, Leadership, Sales, Budgets, Process Improvement, Marketing, Vendor Management, Business Planning, Public Speaking
Education
Georgia Southern University 1972 — 1976
BSED, History
Pinnacle Insurance & Financial Services, LLC. August 2000 - Present
Pinnacle Insurance & Financial Services, LLC. August 1999 - Present
Skills
Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Retirement, Estate Planning, Underwriting, Term Life Insurance, Brokers, Wealth Management, Marketing Strategy, Succession Planning, Strategic Planning, Strategic Financial..., Whole Life, Universal Life, Business Planning, Wealth, Series 63, Financial Advisory, Financial Planning
Education
University of North Florida 2001 — 2005
MBA
University of Wisconsin-Madison 1980 — 1984
BS, Economics
Pinnacle Insurance & Financial Services, LLC. 2013 - Present
Huntington Learning Center February 2004 - Present
Deerwood Marketing January 2012 - August 2012
Pinnacle Insurance July 2007 - November 2011
Colliers Dickinson November 2005 - June 2007
DuPont Middle School August 2005 - November 2005
Lichtenstein Consulting Engineers January 2000 - January 2005
National Realty Services January 1997 - January 1999
Skills
Tutoring, Computer Use, Communications Skills, Teaching, Editing, Proofreading, Administrative..., Marketing, Event Management, Creative Writing, Elementary Education, Spreadsheets, Public Speaking, Customer Service, Microsoft Office, Microsoft Word, Classroom, Educational Leadership, Curriculum Design
Education
Kent State University
B.S., Education
Kent State University Honors College
Bachelor of Science Degree, Education; English
Richmond College
Pinnacle Insurance & Financial Services, LLC. Vice President of UnderwritingPinnacle Insurance & Financial Services, LLC.October 2008 - Present
Skills
Underwriting, Case Managment, Fixed Annuities, Indexed Annuities, Brokers, Life Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Disability Insurance, Insurance, Universal Life, Retirement, Life Settlements, Financial Planners
Education
State University of New York at Albany
Bachelor of Arts (BA)
Pinnacle Insurance & Financial Services, LLC. May 2012 - Present
Pinnacle Insurance & Financial Services, LLC. October 2011 - April 2012
Education
University of North Florida 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Edison Community College 2009 — 2011
Associate's Degree, Associate of Arts