Pinnacle Investments
Industry: Company
DescriptionParent organization: Pinnacle Holding Company, LLC Subsidiary: Pinnacle Investments, LLC, Investment Banking Arm
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Pinnacle Investments Employees
Employee
Years
Job
Industry
Jeff Hamilton Jeff Hamilton's Pinnacle Investments Experience 1997 - Present
Job Vice President/Board Member
Industry Investment Management
Experience
Pinnacle Investments 1997 - Present
Walmart 2012 - Present
Target 2004 - 2012
Ross Stores, Inc. 2003 - 2004
Best Buy 2002 - 2003
The Home Depot 1989 - 2002
Skills
Performance Management, Leadership Development, Sales, Human Resources, Customer Service, Customer Retention, Team Leadership, Marketing, Customer Engagement, Operations Management, P&L, Operational Excellence, Process Improvement, Analysis, Personal Development
Education
Arizona State University
Master of Business Administration (M.B.A.), ***Candidate*** Dual - Finance and Supply Chain Management
Arizona State University
Bachelor's Degree, Bachelor of Science in Communications, minor in Business Economics
America Public University for Professionals
Master’s Degree, International Finance; Global Business Processes
Pinnacle Investments 1997 - Present
Walmart 2012 - Present
Target 2004 - 2012
Ross Stores, Inc. 2003 - 2004
Best Buy 2002 - 2003
The Home Depot 1989 - 2002
Skills
Performance Management, Leadership Development, Sales, Human Resources, Customer Service, Customer Retention, Team Leadership, Marketing, Customer Engagement, Operations Management, P&L, Operational Excellence, Process Improvement, Analysis, Personal Development
Education
Arizona State University
Master of Business Administration (M.B.A.), ***Candidate*** Dual - Finance and Supply Chain Management
Arizona State University
Bachelor's Degree, Bachelor of Science in Communications, minor in Business Economics
America Public University for Professionals
Master’s Degree, International Finance; Global Business Processes
John Walsh John Walsh's Pinnacle Investments Experience 2006 - Present
Job Real estate investor, Buying and Selling Mortgage Notes, Non Performing notes, cash buyer, nationwide.
Industry Real Estate
Experience
self 2006 - Present
Pinnacle Investments 2006 - Present
First Place Management, Inc. 2005 - Present
Skills
REO, Training, Investment Properties, Investors, Foreclosures, Short Sales, Financial Analysis, Valuation, Web Marketing, Funding, Real Estate, Real Estate Economics, Single Family Homes, Property Management, Real Estate Financing, Real Estate Development, Property, Residential Homes, First Time Home Buyers, Real Estate Transactions, Real Estate Investor, FHA, Rentals, Sellers, Real Property, Investments, Apartments, Buyer Representation, New Home Sales, Condos, Relocation, SFR, Income Properties, Listings, HUD, Commercial Real Estate, Referrals, 1031 Exchanges, Luxury, Brokerage, Buyers, New Homes, Seniors, Townhomes, Disposition, Vacation Homes, Leases, ABR, Waterfront, Move Up Buyers
Education
Tufts University School of Dental Medicine 1979 — 1982
DMD
Merrimack College 1974 — 1978
BA, Biology
self 2006 - Present
Pinnacle Investments 2006 - Present
First Place Management, Inc. 2005 - Present
Skills
REO, Training, Investment Properties, Investors, Foreclosures, Short Sales, Financial Analysis, Valuation, Web Marketing, Funding, Real Estate, Real Estate Economics, Single Family Homes, Property Management, Real Estate Financing, Real Estate Development, Property, Residential Homes, First Time Home Buyers, Real Estate Transactions, Real Estate Investor, FHA, Rentals, Sellers, Real Property, Investments, Apartments, Buyer Representation, New Home Sales, Condos, Relocation, SFR, Income Properties, Listings, HUD, Commercial Real Estate, Referrals, 1031 Exchanges, Luxury, Brokerage, Buyers, New Homes, Seniors, Townhomes, Disposition, Vacation Homes, Leases, ABR, Waterfront, Move Up Buyers
Education
Tufts University School of Dental Medicine 1979 — 1982
DMD
Merrimack College 1974 — 1978
BA, Biology
Tad Balfour Tad Balfour's Pinnacle Investments Experience July 2014 - September 2015
Job Intern at Pinnacle Investments
Industry Commercial Real Estate
Experience
Pinnacle Investments July 2014 - September 2015
Empire USA, LLC July 2013 - August 2013
Pinnacle Investments July 2013 - August 2013
Texas Christian University Alumni Relations May 2013 - July 2013
Pinnacle Investments May 2012 - August 2012
General Bottle Company May 2011 - August 2011
General Bottle Company May 2010 - August 2010
Showcase Business Centers June 2009 - August 2009
So Cal Machinery Movers June 2008 - August 2008
Skills
Photography, Facebook, PowerPoint, Microsoft Word, Social Media, Sales, Microsoft Office, Teamwork, Research, Event Planning, Social Networking, Public Speaking, Academic Achievement, Management, Photoshop, Woodworking, Scuba Diving, Ranch, Community Service
Education
Texas Christian University 2010 — 2014
Bachelor's degree, Communication and Business
Loyola High School 2006 — 2010
Pinnacle Investments July 2014 - September 2015
Empire USA, LLC July 2013 - August 2013
Pinnacle Investments July 2013 - August 2013
Texas Christian University Alumni Relations May 2013 - July 2013
Pinnacle Investments May 2012 - August 2012
General Bottle Company May 2011 - August 2011
General Bottle Company May 2010 - August 2010
Showcase Business Centers June 2009 - August 2009
So Cal Machinery Movers June 2008 - August 2008
Skills
Photography, Facebook, PowerPoint, Microsoft Word, Social Media, Sales, Microsoft Office, Teamwork, Research, Event Planning, Social Networking, Public Speaking, Academic Achievement, Management, Photoshop, Woodworking, Scuba Diving, Ranch, Community Service
Education
Texas Christian University 2010 — 2014
Bachelor's degree, Communication and Business
Loyola High School 2006 — 2010
Patricia (Trish) A. Clary Patricia (Trish) A. Clary's Pinnacle Investments Experience January 2001 - September 2003
Job Laser / Engraving Specialist
Industry Telecommunications
Experience
East Texas Trophies Inc June 2014 - Present
Northland Communications 2012 - 2013
City of Tyler ; Lake Palestine Water Treatment Plant October 2006 - November 2007
Pinnacle Investments January 2001 - September 2003
Michael, Roberts Assoc., Inc. 1999 - November 2000
Skills
Office Management, Administrative..., Clerical Skills, Customer Service, Data Entry, Microsoft Office, Laboratory Skills, Receptionist Duties, Executive..., Account Management, Appointment Scheduling, Cable/Internet..., Mechanical Aptitude, Volunteering, ACT Database, Purchase Management, Online Research, High Organizational..., Water Quality, Databases
Education
TJC 2008 — 2011
Associate of Arts (AA), Environmental Biology and English Literature
Texas A&M University-Commerce 2012 — 2013
Bachelor’s Degree, Wildlife and Wildlands Science and Management
East Texas Trophies Inc June 2014 - Present
Northland Communications 2012 - 2013
City of Tyler ; Lake Palestine Water Treatment Plant October 2006 - November 2007
Pinnacle Investments January 2001 - September 2003
Michael, Roberts Assoc., Inc. 1999 - November 2000
Skills
Office Management, Administrative..., Clerical Skills, Customer Service, Data Entry, Microsoft Office, Laboratory Skills, Receptionist Duties, Executive..., Account Management, Appointment Scheduling, Cable/Internet..., Mechanical Aptitude, Volunteering, ACT Database, Purchase Management, Online Research, High Organizational..., Water Quality, Databases
Education
TJC 2008 — 2011
Associate of Arts (AA), Environmental Biology and English Literature
Texas A&M University-Commerce 2012 — 2013
Bachelor’s Degree, Wildlife and Wildlands Science and Management
Robert Stein's Pinnacle Investments Experience January 2004 - Present
Job Partner at Snowy Owl Technologies
Industry Real Estate
Experience
Snowy Owl Technologies May 2014 - Present
Ecopromise March 2014 - Present
fundafighter.com November 2011 - Present
Fighthouse Management August 2011 - Present
Tristar Dorms June 2011 - Present
Pinnacle Investments January 2004 - Present
Eagle Investments January 2002 - Present
Cellular Solution January 2002 - January 2004
Skills
Real Estate, Real Estate Transactions, Property Management, Commercial Real Estate, Investment Properties, Disposition, Real Estate Development, Real Estate Economics, Brokerage, Portfolio Management, Leases, Real Estate Financing, Corporate Real Estate, Location Intelligence, Dispositions, Entrepreneurship, Management, Marketing, Marketing Strategy, Sales
Education
Concordia University 2001 — 2002
Political Science
Snowy Owl Technologies May 2014 - Present
Ecopromise March 2014 - Present
fundafighter.com November 2011 - Present
Fighthouse Management August 2011 - Present
Tristar Dorms June 2011 - Present
Pinnacle Investments January 2004 - Present
Eagle Investments January 2002 - Present
Cellular Solution January 2002 - January 2004
Skills
Real Estate, Real Estate Transactions, Property Management, Commercial Real Estate, Investment Properties, Disposition, Real Estate Development, Real Estate Economics, Brokerage, Portfolio Management, Leases, Real Estate Financing, Corporate Real Estate, Location Intelligence, Dispositions, Entrepreneurship, Management, Marketing, Marketing Strategy, Sales
Education
Concordia University 2001 — 2002
Political Science
Bruce Arnheim's Pinnacle Investments Experience January 2003 - December 2010
Job Lead, SMC Test & Evaluation
Industry Financial Services
Experience
The Aerospace Corporation June 1996 - Present
Pinnacle Investments January 2003 - December 2010
Skills
Engineering Management, System Design, Testing, Program Management, Software Development, Cross-functional Team..., Integration, Systems Design
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1984
MBA, Business
Harvey Mudd College 1976 — 1980
BS, Engineering, Economics
Venice
The Aerospace Corporation June 1996 - Present
Pinnacle Investments January 2003 - December 2010
Skills
Engineering Management, System Design, Testing, Program Management, Software Development, Cross-functional Team..., Integration, Systems Design
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1982 — 1984
MBA, Business
Harvey Mudd College 1976 — 1980
BS, Engineering, Economics
Venice
Jared Gilsenan's Pinnacle Investments Experience 2008 - 2010
Job Managing Director at Venture Commercial Capital Advisors, LLC
Industry Investment Banking
Experience
Venture Commercial Capital Advisors, LLC August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Pinnacle Investments 2008 - 2010
Keller Williams Realty 2007 - 2008
Ryan Homes 2005 - 2006
HSBC Consumer Lending 2003 - 2005
Skills
Salesforce.com, Microsoft Excel, Investment Advisory, Mortgage Banking, Real Estate License, Series 7, Series 65, Series 63, Insurance, Property Management, security based lending
Education
State University of New York College at Buffalo 2000 — 2003
B.A., Psychology
Venture Commercial Capital Advisors, LLC August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Pinnacle Investments 2008 - 2010
Keller Williams Realty 2007 - 2008
Ryan Homes 2005 - 2006
HSBC Consumer Lending 2003 - 2005
Skills
Salesforce.com, Microsoft Excel, Investment Advisory, Mortgage Banking, Real Estate License, Series 7, Series 65, Series 63, Insurance, Property Management, security based lending
Education
State University of New York College at Buffalo 2000 — 2003
B.A., Psychology
Michael Samoraj's Pinnacle Investments Experience 1998 - Present
Job Financial Adviser, Money Manager
Industry Financial Services
Experience
Pinnacle Investments 1998 - Present
Paine Webber 1992 - 1998
First Albany Corporation 1983 - 1992
Tuttle Securities 1981 - 1983
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Strategic Financial..., Series 63, Wealth Management, IRAs, Securities, Estate Planning, Series 24
Education
University of South Florida 1977 — 1981
Bachelor of Arts, Finance, General
Henninger High School
Pinnacle Investments 1998 - Present
Paine Webber 1992 - 1998
First Albany Corporation 1983 - 1992
Tuttle Securities 1981 - 1983
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Strategic Financial..., Series 63, Wealth Management, IRAs, Securities, Estate Planning, Series 24
Education
University of South Florida 1977 — 1981
Bachelor of Arts, Finance, General
Henninger High School
Brannigan Judge's Pinnacle Investments Experience January 2009 - July 2009
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
Santander Investment Securities Inc December 2014 - Present
HSBC Securities October 2012 - July 2014
Citigroup February 2010 - October 2011
Pinnacle Investments January 2009 - July 2009
Northwestern Mutual July 2008 - January 2009
Ameriprise Financial July 2007 - January 2008
Skills
Investments, Portfolio Management, Asset Managment, Series 7, Asset Allocation, Retirement Planning, Capital Markets, Financial Markets, Financial Advisory, Estate Planning, Uniform Combined State..., Insurance, Equities, Asset Management, Finance, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 2011 — 2012
Master's of Science, Finance
St. John Fisher College 2003 — 2007
B.S, Management
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