Pinnacle Investments, LLC
Industry: Company
DescriptionParent organization: Pinnacle Holding Company, LLC Subsidiary: Pinnacle Investments, LLC, Investment Banking Arm
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Pinnacle Investments, LLC Employees
Employee
Years
Job
Industry
Joe Pugliese Joe Pugliese's Pinnacle Investments, LLC Experience August 2013 - September 2013
Job Software Developer at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Pinnacle Investments, LLC August 2013 - September 2013
Vineboost.com May 2013 - August 2013
Skills
CSS, PHP, Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Web Services, MySQL, HTML, Point of Purchase, Social Media, Computer Security, Customer Service, Domain Names, Amazon Web Services..., jQuery, Joomla, Photoshop, Teamwork, Public Speaking, Java, English, WordPress, YouTube, Video Production, Video Editing, Automation, Internet Services, DNS management, Amazon EC2, Microsoft SQL Server, Web Analytics, Webmaster Services, Web Hosting, Prezi, VBA, Social Media Marketing, HTML5, SEO, Social Networking, Web Design, AngularJS
Education
Syracuse University 2010 — 2014
Bachelor Of Science, Information Technology
Bank of America Merrill Lynch July 2014 - Present
Pinnacle Investments, LLC August 2013 - September 2013
Vineboost.com May 2013 - August 2013
Skills
CSS, PHP, Microsoft Office, Research, Microsoft Excel, Microsoft Word, PowerPoint, Web Services, MySQL, HTML, Point of Purchase, Social Media, Computer Security, Customer Service, Domain Names, Amazon Web Services..., jQuery, Joomla, Photoshop, Teamwork, Public Speaking, Java, English, WordPress, YouTube, Video Production, Video Editing, Automation, Internet Services, DNS management, Amazon EC2, Microsoft SQL Server, Web Analytics, Webmaster Services, Web Hosting, Prezi, VBA, Social Media Marketing, HTML5, SEO, Social Networking, Web Design, AngularJS
Education
Syracuse University 2010 — 2014
Bachelor Of Science, Information Technology
Patricia J. Oliver Patricia J. Oliver's Pinnacle Investments, LLC Experience August 2012 - February 2014
Job On Sabbatical
Industry Financial Services
Experience
Pinnacle Investments, LLC August 2012 - February 2014
Sand Lake Business Association July 2012 - October 2012
US Coast Guard Auxiliary 1998 - 2004
Crown Point Network Technologies, Inc. 1999 - 2002
Crown Point Telephone Corporation 1993 - 1999
NYS Division of Housing February 1993 - July 1993
NYS Division of Parole October 1991 - February 1993
New York State Division of Parole January 1989 - January 1991
New York State Division of Parole May 1988 - April 1989
Skills
NYS Notary Public, Series 6, HTML, Microsoft Office 2007, Public Speaking, Microsoft Excel, Data Entry, 401k, Windows 7, Mac OS X, Outlook, Microsoft Word, Lotus, Redtail, Streetscape, STAMP Medallion..., User Manual Development, Dbase, COBOL, Fortran, C+, Model 204, Rbase, Emergency Management, Firefighting, Emergency Medicine, Hazardous Materials..., Vehicle Extrication, Water Rescue, Scuba Diving, Music, Trombone, Euphonium, Tuba, C++, Nonprofits, Customer Service, Microsoft Office, Project Management
Education
Excelsior College 2008 — 2010
BA Liberal Arts, Music, IT, Psychology, Sociology
Corning Community College 1991 — 1993
AS, Fire Protection Technology
Hudson Valley Community College 1986 — 1989
Computer Programming
The College of Saint Rose 1984 — 1986
Music Education
Tamarac High School 1980 — 1984
Regents, Honors
Pinnacle Investments, LLC August 2012 - February 2014
Sand Lake Business Association July 2012 - October 2012
US Coast Guard Auxiliary 1998 - 2004
Crown Point Network Technologies, Inc. 1999 - 2002
Crown Point Telephone Corporation 1993 - 1999
NYS Division of Housing February 1993 - July 1993
NYS Division of Parole October 1991 - February 1993
New York State Division of Parole January 1989 - January 1991
New York State Division of Parole May 1988 - April 1989
Skills
NYS Notary Public, Series 6, HTML, Microsoft Office 2007, Public Speaking, Microsoft Excel, Data Entry, 401k, Windows 7, Mac OS X, Outlook, Microsoft Word, Lotus, Redtail, Streetscape, STAMP Medallion..., User Manual Development, Dbase, COBOL, Fortran, C+, Model 204, Rbase, Emergency Management, Firefighting, Emergency Medicine, Hazardous Materials..., Vehicle Extrication, Water Rescue, Scuba Diving, Music, Trombone, Euphonium, Tuba, C++, Nonprofits, Customer Service, Microsoft Office, Project Management
Education
Excelsior College 2008 — 2010
BA Liberal Arts, Music, IT, Psychology, Sociology
Corning Community College 1991 — 1993
AS, Fire Protection Technology
Hudson Valley Community College 1986 — 1989
Computer Programming
The College of Saint Rose 1984 — 1986
Music Education
Tamarac High School 1980 — 1984
Regents, Honors
James Mirabito, MBA's Pinnacle Investments, LLC Experience May 2013 - Present
Job Financial & Family Wealth Advisor
Industry Investment Management
Experience
Pinnacle Investments, LLC May 2013 - Present
Merrill Lynch May 2007 - May 2013
Citi August 1999 - May 2007
Merrill Lynch November 1989 - September 1995
Binghamton University December 1987 - November 1989
Skills
401k, Asset Allocation, Investment Policy..., Mutual Funds, Estate Planning, IRAs, Wealth Management..., 401k Rollovers, Cash Balance, Separately Managed..., Fixed Income Portfolio..., Municipal Bonds, Stock Management, Trust Management, Concentrated Stock..., Finance, Pensions, Retirement Planning, Series 63, Investments
Education
Syracuse University 1978 — 1981
Bachelor of Fine Arts (BFA), Painting
Binghamton University - School of Management 1983 — 1985
MBA, Finance, General
Rochester Institute of Technology 1981 — 1983
Master of Fine Arts (MFA), Printmaking
Pinnacle Investments, LLC May 2013 - Present
Merrill Lynch May 2007 - May 2013
Citi August 1999 - May 2007
Merrill Lynch November 1989 - September 1995
Binghamton University December 1987 - November 1989
Skills
401k, Asset Allocation, Investment Policy..., Mutual Funds, Estate Planning, IRAs, Wealth Management..., 401k Rollovers, Cash Balance, Separately Managed..., Fixed Income Portfolio..., Municipal Bonds, Stock Management, Trust Management, Concentrated Stock..., Finance, Pensions, Retirement Planning, Series 63, Investments
Education
Syracuse University 1978 — 1981
Bachelor of Fine Arts (BFA), Painting
Binghamton University - School of Management 1983 — 1985
MBA, Finance, General
Rochester Institute of Technology 1981 — 1983
Master of Fine Arts (MFA), Printmaking
Steven Pickard Steven Pickard's Pinnacle Investments, LLC Experience May 2004 - July 2011
Job President at Carswell Investments, LLC
Industry Investment Management
Experience
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Carswell Investments, LLC July 2011 - Present
Pinnacle Capital Management, LLC October 2008 - July 2011
Pinnacle Investments, LLC May 2004 - July 2011
Morgan Stanley August 2003 - May 2004
A.G. Edwards June 2002 - August 2003
HBK Sorce Financial, LLC December 2000 - March 2002
Education
Mercyhurst University 1998 — 2002
Bachelor of Arts, Business, Finance
Christian Brothers Academy
Bridget Ball Shaw Bridget Ball Shaw's Pinnacle Investments, LLC Experience February 2011 - Present
Job Vice President/Financial Advisor at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
Caroline Korn Caroline Korn's Pinnacle Investments, LLC Experience March 2014 - Present
Job Senior Vice President at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jim McQuiggan Jim McQuiggan's Pinnacle Investments, LLC Experience July 2009 - Present
Job Financial Advisor / Retirement Plans Specialist at Pinnacle Investments, LLC
Industry Investment Management
Experience
Pinnacle Investments, LLC July 2009 - Present
Smith Barney 1998 - July 2009
Skills
401k, Investments, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Profit Sharing, Annuities, Financial Services, Wealth, Estate Planning, Pensions, Securities, Alternative Investments, Asset Management, Fixed Annuities, Strategic Financial...
Education
Institute of Business and Finance 2011 — 2012
CIS - Certified Income Specialist
College for Financial Planning 2009 — 2010
CRPS (Chartered Retirement Plans Specialist)
Syracuse University 1984 — 1987
Master's Degree
State University of New York College at Fredonia 1979 — 1983
Bachelor's Degree, Biology
Pinnacle Investments, LLC July 2009 - Present
Smith Barney 1998 - July 2009
Skills
401k, Investments, Mutual Funds, Retirement, Retirement Planning, Financial Planning, Series 7, Wealth Management, Retirement Income..., Profit Sharing, Annuities, Financial Services, Wealth, Estate Planning, Pensions, Securities, Alternative Investments, Asset Management, Fixed Annuities, Strategic Financial...
Education
Institute of Business and Finance 2011 — 2012
CIS - Certified Income Specialist
College for Financial Planning 2009 — 2010
CRPS (Chartered Retirement Plans Specialist)
Syracuse University 1984 — 1987
Master's Degree
State University of New York College at Fredonia 1979 — 1983
Bachelor's Degree, Biology
Meeshan Reid's Pinnacle Investments, LLC Experience 2015 - Present
Job Financial Advisor at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC 2015 - Present
Pinnacle Investments, LLC May 2013 - Present
Pinnacle Investments, LLC January 2013 - May 2013
Skills
Microsoft Office, Strategic Financial..., Investment Management, Economics, Marketing Research, Financial Analysis, Financial Planning, Investments, Investment Banking, Securities, FINRA, Microsoft Excel, Financial Services, Finance, Marketing Analytics, Series 7, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Social Media
Education
Le Moyne College 2009 — 2013
Bachelor of Science (BS), Marketing & Economics
The Albany Academies
Albany High School
Pinnacle Investments, LLC 2015 - Present
Pinnacle Investments, LLC May 2013 - Present
Pinnacle Investments, LLC January 2013 - May 2013
Skills
Microsoft Office, Strategic Financial..., Investment Management, Economics, Marketing Research, Financial Analysis, Financial Planning, Investments, Investment Banking, Securities, FINRA, Microsoft Excel, Financial Services, Finance, Marketing Analytics, Series 7, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Social Media
Education
Le Moyne College 2009 — 2013
Bachelor of Science (BS), Marketing & Economics
The Albany Academies
Albany High School
Benjamin Quilty, MBA, AIF®'s Pinnacle Investments, LLC Experience November 2010 - Present
Job Financial Advisor at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC November 2010 - Present
Citi July 2007 - November 2010
Quorum Federal Credit Union July 2006 - July 2007
The Hartford June 2005 - July 2006
The Hartford June 2003 - January 2005
Skills
Series 7, Fiduciary, Mutual Funds, Securities, Investments, Wealth Management, 401k, Retirement Planning, Alternative Investments, Fixed Income, Asset Managment
Education
Pace University - Lubin School of Business 2007 — 2010
MBA, Financial Management
State University of New York College at Oneonta
BS, Business Economics
Pinnacle Investments, LLC November 2010 - Present
Citi July 2007 - November 2010
Quorum Federal Credit Union July 2006 - July 2007
The Hartford June 2005 - July 2006
The Hartford June 2003 - January 2005
Skills
Series 7, Fiduciary, Mutual Funds, Securities, Investments, Wealth Management, 401k, Retirement Planning, Alternative Investments, Fixed Income, Asset Managment
Education
Pace University - Lubin School of Business 2007 — 2010
MBA, Financial Management
State University of New York College at Oneonta
BS, Business Economics
Gregg Kidd Gregg Kidd's Pinnacle Investments, LLC Experience September 1995 - Present
Job CEO at Pinnacle Holding Company, LLC
Industry Financial Services
Experience
Pinnacle Holding Company, LLC September 1995 - Present
Pinnacle Investments, LLC September 1995 - Present
Skills
Wealth Management, Investments, Asset Managment, Alternative Investments, 401k, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Series 7, Wealth Management..., Investment Advisory, Fixed Annuities, Portfolio Management, Retirement, IRAs, Asset Allocation, Asset Management, Estate Planning, Strategic Planning
Education
Ithaca College 1981 — 1984
Bachelor of Science (B.S.)
Pinnacle Holding Company, LLC September 1995 - Present
Pinnacle Investments, LLC September 1995 - Present
Skills
Wealth Management, Investments, Asset Managment, Alternative Investments, 401k, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Series 7, Wealth Management..., Investment Advisory, Fixed Annuities, Portfolio Management, Retirement, IRAs, Asset Allocation, Asset Management, Estate Planning, Strategic Planning
Education
Ithaca College 1981 — 1984
Bachelor of Science (B.S.)
Matthew Palermo, CPA Matthew Palermo, CPA's Pinnacle Investments, LLC Experience June 2010 - June 2010
Job Financial Services Senior Assurance Associate at EY
Industry Accounting
Experience
EY October 2015 - Present
EY September 2013 - September 2015
EY June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
NewsChannel 9 WSYR May 2010 - November 2010
Pinnacle Investments, LLC June 2010 - June 2010
Skills
SEC Financial Reporting, SEC Filings, Internal Controls, US GAAP reporting, Assurance, Public Relations, AP Style, Microsoft Excel, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Public Relations, 3.91
Boston College 2008 — 2009
EY October 2015 - Present
EY September 2013 - September 2015
EY June 2012 - August 2012
Morgan Stanley Wealth Management June 2011 - August 2011
NewsChannel 9 WSYR May 2010 - November 2010
Pinnacle Investments, LLC June 2010 - June 2010
Skills
SEC Financial Reporting, SEC Filings, Internal Controls, US GAAP reporting, Assurance, Public Relations, AP Style, Microsoft Excel, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Master's degree, Accounting
Syracuse University 2009 — 2012
Bachelor of Science (B.S.), Accounting and Public Relations, 3.91
Boston College 2008 — 2009
Victor Croglio Victor Croglio's Pinnacle Investments, LLC Experience August 2010 - October 2011
Job Trading at Luminus Management
Industry Financial Services
Experience
Luminus Management October 2013 - Present
Winston & Strawn LLP March 2012 - October 2013
Pinnacle Investments, LLC August 2010 - October 2011
Boxwood Capital Partners, LLC September 2009 - May 2010
Skills
Series 7, Series 63, Series 65, Equities, Investments, Bloomberg, Investment Banking, Private Equity, Capital IQ, Capital Markets, Alternative Investments, Securities
Education
University of Richmond - Robins School of Business
Bachelors of Science, Business Administration; Finance and Accounting
Christian Brothers Academy
Luminus Management October 2013 - Present
Winston & Strawn LLP March 2012 - October 2013
Pinnacle Investments, LLC August 2010 - October 2011
Boxwood Capital Partners, LLC September 2009 - May 2010
Skills
Series 7, Series 63, Series 65, Equities, Investments, Bloomberg, Investment Banking, Private Equity, Capital IQ, Capital Markets, Alternative Investments, Securities
Education
University of Richmond - Robins School of Business
Bachelors of Science, Business Administration; Finance and Accounting
Christian Brothers Academy
Maxwell Munsey's Pinnacle Investments, LLC Experience May 2012 - August 2012
Job IT Auditor at State Street
Industry Information Technology and Services
Experience
State Street May 2015 - Present
Arbella Insurance Group June 2014 - May 2015
Wolf & Company, P.C. June 2013 - August 2013
Bentley University Low Income Taxpayer Clinic October 2011 - May 2013
Pinnacle Investments, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Manage Client..., Client Co-ordination, ProSeries, Accounting, SAP
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Information Systems Audit and Control
State Street May 2015 - Present
Arbella Insurance Group June 2014 - May 2015
Wolf & Company, P.C. June 2013 - August 2013
Bentley University Low Income Taxpayer Clinic October 2011 - May 2013
Pinnacle Investments, LLC May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Manage Client..., Client Co-ordination, ProSeries, Accounting, SAP
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Information Systems Audit and Control
Kevin McClelland Kevin McClelland's Pinnacle Investments, LLC Experience September 2008 - March 2010
Job Chief Operating Officer and Chief Compliance Officer at Pinnacle Capital Management
Industry Financial Services
Experience
Pinnacle Capital Management March 2013 - Present
Pinnacle Investments, LLC September 2008 - March 2010
Skills
Valuation, Portfolio Management, Alternative Investments, Asset Management, Securities, Investments, Financial Modeling, Investment Banking, Strategic Financial..., Equities, Fixed Income, Mutual Funds, Fixed Income Analysis, Financial Analysis, Wealth Management
Education
Providence College 2004 — 2008
BS, Finance
Fayetteville-Manlius High School 2000 — 2004
Pinnacle Capital Management March 2013 - Present
Pinnacle Investments, LLC September 2008 - March 2010
Skills
Valuation, Portfolio Management, Alternative Investments, Asset Management, Securities, Investments, Financial Modeling, Investment Banking, Strategic Financial..., Equities, Fixed Income, Mutual Funds, Fixed Income Analysis, Financial Analysis, Wealth Management
Education
Providence College 2004 — 2008
BS, Finance
Fayetteville-Manlius High School 2000 — 2004
Jason Venditti, CLTC Jason Venditti, CLTC's Pinnacle Investments, LLC Experience February 2009 - February 2014
Job Sales Manager at Mass Mutual Central New York
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
MassMutual Financial Group February 2014 - Present
Pinnacle Investments, LLC February 2009 - February 2014
Northwestern Mutual Financial Network May 2006 - February 2009
Morgan Stanley May 2005 - July 2006
University of Rochester September 2001 - May 2005
Skills
Investments, Retirement Planning, Insurance, Life Insurance, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Estate Planning, Securities, Retirement, Risk Management, Finance
Education
University of Rochester 2001 — 2005
BA, Economics
CBA 1996 — 2001
Philip Fraccola's Pinnacle Investments, LLC Experience September 2008 - November 2008
Job
Industry Financial Services
Experience
Spartan Capital Securities June 2009 - October 2010
Spartan Capital Securities January 2009 - June 2009
Pinnacle Investments, LLC September 2008 - November 2008
UBS Financial Services August 2007 - August 2007
Hudson Institute August 2006 - December 2006
AmeriCU Credit Union June 2006 - August 2006
Practicare Medical Management June 2005 - August 2005
Skills
Portfolio Management, Finance, Economics, Financial Modeling, Bloomberg, Stata, Capital Markets, Fixed Income, Equity Trading, Series 7, SPSS, Financial Analysis, Microsoft Office 2007, Electronic Trading, Team Management, Sales Management, Microsoft Office, Eviews, R, Thomson One, Supervisory Skills, Telephone Skills, Liquidity Management, Commercial Real Estate..., Microsoft Excel
Education
University of Florida 2013 — 2014
Master’s Degree
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.)
Hamilton College 2004 — 2008
Bachelor's Degree
Spartan Capital Securities June 2009 - October 2010
Spartan Capital Securities January 2009 - June 2009
Pinnacle Investments, LLC September 2008 - November 2008
UBS Financial Services August 2007 - August 2007
Hudson Institute August 2006 - December 2006
AmeriCU Credit Union June 2006 - August 2006
Practicare Medical Management June 2005 - August 2005
Skills
Portfolio Management, Finance, Economics, Financial Modeling, Bloomberg, Stata, Capital Markets, Fixed Income, Equity Trading, Series 7, SPSS, Financial Analysis, Microsoft Office 2007, Electronic Trading, Team Management, Sales Management, Microsoft Office, Eviews, R, Thomson One, Supervisory Skills, Telephone Skills, Liquidity Management, Commercial Real Estate..., Microsoft Excel
Education
University of Florida 2013 — 2014
Master’s Degree
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master of Business Administration (M.B.A.)
Hamilton College 2004 — 2008
Bachelor's Degree
Keith A. Zanders's Pinnacle Investments, LLC Experience June 2010 - July 2014
Job Principal at Hazard & Siegel Inc.
Industry Financial Services
Experience
Pinnacle Investments, LLC June 2010 - July 2014
Syracuse University January 2006 - December 2011
Davidson Securities August 2009 - June 2010
Morgan Stanley Smith Barney December 2007 - May 2009
Junior Achievement of Syracuse 2007 - 2008
Estee Lauder 1997 - 2001
Skills
Investments, Securities, Compliance, Microsoft Office, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
Syracuse University 1990 — 1994
BS, Information Technology Management
Pinnacle Investments, LLC June 2010 - July 2014
Syracuse University January 2006 - December 2011
Davidson Securities August 2009 - June 2010
Morgan Stanley Smith Barney December 2007 - May 2009
Junior Achievement of Syracuse 2007 - 2008
Estee Lauder 1997 - 2001
Skills
Investments, Securities, Compliance, Microsoft Office, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
Syracuse University 1990 — 1994
BS, Information Technology Management
Kimily (Thornton) Torrillo's Pinnacle Investments, LLC Experience November 2006 - Present
Job Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC November 2006 - Present
Education
University of Scranton 1998 — 2002
B.A., Health Administration/ Business
Pinnacle Investments, LLC November 2006 - Present
Education
University of Scranton 1998 — 2002
B.A., Health Administration/ Business
Eric D. Krouse's Pinnacle Investments, LLC Experience October 2005 - Present
Job CEO of Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC October 2005 - Present
Skills
Investments, Securities, Strategic Planning, 401k, Alternative Investments, Retirement Planning, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Customer Service, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The University of New Mexico 1982 — 1984
Undergraduate, Business, Management, Marketing, and Related Support Services
Albuquerque Academy 1971 — 1977
High School, grades 6 - 12
Pinnacle Investments, LLC October 2005 - Present
Skills
Investments, Securities, Strategic Planning, 401k, Alternative Investments, Retirement Planning, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Customer Service, Wealth Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The University of New Mexico 1982 — 1984
Undergraduate, Business, Management, Marketing, and Related Support Services
Albuquerque Academy 1971 — 1977
High School, grades 6 - 12
Robbie Scanlon's Pinnacle Investments, LLC Experience 2009 - Present
Job Financial Advisor at Pinnacle Investments LLC
Industry Financial Services
Experience
Pinnacle Investments LLC 2009 - Present
Education
Syracuse University 1974 — 1975
BS, Finance and Marketing
Pinnacle Investments LLC 2009 - Present
Education
Syracuse University 1974 — 1975
BS, Finance and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY