Pinnacle Insurance & Financial Services, LLC.

Description

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 Unable to add this file. Please check that it is a valid photo. "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

Employee
Years
Job
Industry
Matt McGarvey Matt McGarvey Ponte Vedra Beach, Florida Details
Matt McGarvey's Pinnacle Insurance & Financial Services, LLC. Experience February 2013 - March 2014
Job Project Manager and Marketing and Sales Coordinator at McGarvey Residential Communities, LLC
Industry Real Estate
Experience
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

David Fastenberg CLU, ChFC David Fastenberg CLU, ChFC Jacksonville, Florida Area Details
David Fastenberg CLU, ChFC's Pinnacle Insurance & Financial Services, LLC. Experience January 2013 - Present
Job Chief Financial Officer at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Joseph Middleton Joseph Middleton Jacksonville, Florida Area Details
Joseph Middleton's Pinnacle Insurance & Financial Services, LLC. Experience July 2012 - Present
Job Sales Relationship Specialist at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Raymond Riddick Raymond Riddick Jacksonville, Florida Area Details
Raymond Riddick's Pinnacle Insurance & Financial Services, LLC. Experience November 2011 - Present
Job Sales VP/Regional Director at Pinnacle Insurance & Financial Services, LLC.
Industry Financial Services
Experience
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

Chris Harclerode, LUTCF Chris Harclerode, LUTCF Jacksonville, Florida Details
Chris Harclerode, LUTCF's Pinnacle Insurance & Financial Services, LLC. Experience 1999 - Present
Job Senior Vice President , Annuity Sales and Partner at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Vason Summerlin Vason Summerlin Jacksonville, Florida Area Details
Vason Summerlin's Pinnacle Insurance & Financial Services, LLC. Experience May 2010 - Present
Job Vice PresidentSales, AGA
Industry Financial Services
Experience
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.

Chord McLaughlin Chord McLaughlin Ponte Vedra Beach, Florida Details
Chord McLaughlin's Pinnacle Insurance & Financial Services, LLC. Experience February 2010 - July 2013
Job Portfolio Manager at Legacy Trust Family Wealth Offices
Industry Investment Management
Experience
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

Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC® Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC® Houston, Texas Area Details
Ana Maria Gonzalez Wood, JD*, CFP®, CLU®, CHFC®'s Pinnacle Insurance & Financial Services, LLC. Experience May 2015 - Present
Job Pinnacle Insurance and Financial Services, LLC
Industry Financial Services
Experience
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®

Deborah Hersey Deborah Hersey Shakopee, Minnesota Details
Deborah Hersey's Pinnacle Insurance & Financial Services, LLC. Experience 2012 - Present
Job Partner, Sales Vice President at Financial Strategies Group
Industry Financial Services
Experience
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

Jim Ludwick Jim Ludwick Jacksonville, Florida Area Details
Jim Ludwick's Pinnacle Insurance & Financial Services, LLC. Experience December 2007 - Present
Job Owner, Pinnacle Insurance and Financial Services
Industry Insurance
Experience
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

Edwin G. Colvin, Jr., CLU Edwin G. Colvin, Jr., CLU Greater Atlanta Area Details
Edwin G. Colvin, Jr., CLU's Pinnacle Insurance & Financial Services, LLC. Experience June 2008 - Present
Job Wealth Advisor/Partner
Industry Financial Services
Experience
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

Andrew Gentile Andrew Gentile Greater Atlanta Area Details
Andrew Gentile's Pinnacle Insurance & Financial Services, LLC. Experience February 2010 - Present
Job Vice President at Ascend Wealth Management
Industry Financial Services
Experience
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

James Kjellman James Kjellman Jacksonville, Florida Area Details
James Kjellman's Pinnacle Insurance & Financial Services, LLC. Experience August 2013 - March 2015
Job Marketing Manager at iMethods
Industry Information Technology and Services
Experience
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

Jill Auld Jill Auld Jacksonville Beach, Florida Details
Jill Auld's Pinnacle Insurance & Financial Services, LLC. Experience April 2009 - June 2010
Job Founder/CEO at Day of Difference
Industry Nonprofit Organization Management
Experience
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

Daria Gregory Daria Gregory Jacksonville, Florida Details
Daria Gregory's Pinnacle Insurance & Financial Services, LLC. Experience June 2015 - Present
Job Marketing Manager at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Ramzan Magomedov Ramzan Magomedov Lake Oswego, Oregon Details
Ramzan Magomedov's Pinnacle Insurance & Financial Services, LLC. Experience July 2014 - Present
Job Independent Insurance Agent
Industry Insurance
Experience
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

Tunji Fadiora Tunji Fadiora Jacksonville, Florida Details
Tunji Fadiora's Pinnacle Insurance & Financial Services, LLC. Experience March 2015 - Present
Job Founder & CEO Creative Culture Media | Marketing | Media | Technology
Industry Marketing and Advertising
Experience
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

Lindsay Perkins Hutchins Lindsay Perkins Hutchins Jacksonville, Florida Details
Lindsay Perkins Hutchins's Pinnacle Insurance & Financial Services, LLC. Experience April 2015 - Present
Job Associate ManagerNew Business
Industry Insurance
Experience
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

Ron Maurno Ron Maurno Kansas City, Missouri Area Details
Ron Maurno's Pinnacle Insurance & Financial Services, LLC. Experience September 2008 - October 2009
Job Sales Manager at SelectQuote Insurance Services
Industry Financial Services
Experience
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

Peter Kuchar Peter Kuchar Ponte Vedra Beach, Florida Details
Peter Kuchar's Pinnacle Insurance & Financial Services, LLC. Experience
Job Insurance broker at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
Pinnacle Insurance & Financial Services, LLC.  

Skills
Term Life Insurance, Disability Insurance, Life Insurance, Fixed Annuities, Insurance, Brokers

Education
Stetson University

Jason Borek Jason Borek Jacksonville, Florida Area Details
Jason Borek's Pinnacle Insurance & Financial Services, LLC. Experience January 2009 - July 2010
Job Chief Distribution Officer at Pinnacle Insurance and Financial Services
Industry Insurance
Experience
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

Jessica Stewart Jessica Stewart Jacksonville, Florida Area Details
Jessica Stewart's Pinnacle Insurance & Financial Services, LLC. Experience December 2008 - Present
Job Director of Marketing at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Art Scevola Art Scevola Lake Oswego, Oregon Details
Art Scevola's Pinnacle Insurance & Financial Services, LLC. Experience August 2013 - Present
Job SVP with Pinnacle Insurance & Financial Services
Industry Insurance
Experience
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

Michelle Hultenius Michelle Hultenius Phoenix, Arizona Area Details
Michelle Hultenius's Pinnacle Insurance & Financial Services, LLC. Experience July 2003 - June 2007
Job at
Industry Financial Services
Experience
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

Denny Axman Denny Axman Orange Park, Florida Details
Denny Axman's Pinnacle Insurance & Financial Services, LLC. Experience 2009 - 2014
Job The American College at The American College
Industry Insurance
Experience
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

Melissa Sovereign Melissa Sovereign United States Details
Melissa Sovereign's Pinnacle Insurance & Financial Services, LLC. Experience March 2011 - 2013
Job Retired Operational Management and Process Management
Industry
Experience
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

Kent Griffin Kent Griffin Jacksonville, Florida Details
Kent Griffin's Pinnacle Insurance & Financial Services, LLC. Experience August 2000 - Present
Job VP Case Design at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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

Carol Nixten Carol Nixten Jacksonville, Florida Details
Carol Nixten's Pinnacle Insurance & Financial Services, LLC. Experience 2013 - Present
Job Administrative Assistant at Pinnacle Insurance & Financial Services, LLC.
Industry Education Management
Experience
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

Patricia Gulbrandsen Patricia Gulbrandsen Jacksonville, Florida Details
Patricia Gulbrandsen's Pinnacle Insurance & Financial Services, LLC. Experience Vice President of UnderwritingPinnacle Insurance & Financial Services, LLC.October 2008 - Present
Job Vice President of Underwriting & Case Management at Pinnacle Insurance & Financial Services, LLC.
Industry Insurance
Experience
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)

Jo Ann Gomez Jo Ann Gomez United States Details
Jo Ann Gomez's Pinnacle Insurance & Financial Services, LLC. Experience May 2012 - Present
Job Compensation Specialist at Pinnacle Insurance & Financial Services, LLC.
Industry
Experience
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