Pinnacle Trust
Address: 143 Rowayton Ave # 2, Norwalk, CT 06853 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 857-0031: : : Website: Category: : Place name: : : Website: https://www.pinnacletrustpartners.com/team/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? 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 Trust Partners Posting publicly on the Web Write a review Reviews Be the first to review
Pinnacle Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pinnacle Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16 Pinnacle Trust employees in database. Find out everything there's to know about Pinnacle Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pinnacle Trust Employees
Mac Duggal October 2011 - Present
Pinnacle Trust May 2010 - March 2011
Dogan & Wilkinson, PLLC September 2008 - April 2010
John Horhn for Mayor of Jackson February 2009 - April 2009
Treehouse Boutique August 2005 - December 2008
Office of Senator Trent Lott January 2006 - December 2007
Deedy's Dress Shop January 2000 - August 2004
Skills
Event Planning, Facebook, Financial Analysis, Social Networking, Marketing, Customer Service, Leadership, Fashion, Merchandising, Sales, Outside Sales, Public Relations, Marketing Communications, Social Media, Advertising
Education
Millsaps College 2009 — 2010
M.B.A., Business
Millsaps College 2004 — 2008
B.B.A., Business Administration
Pinnacle Trust September 2013 - Present
Edward Jones October 2011 - September 2013
Millsaps College 2011 - November 2012
Public Employees' Retirement System of Mississippi March 2010 - March 2011
Cambridge Associates September 2007 - February 2010
A.G. Edwards & Sons, Inc. September 2006 - September 2007
METROPOLITAN LIFE FINANCIAL SERVICES August 2005 - September 2006
Kathryn's Steak and Seafood February 2001 - September 2005
Skills
Hedge Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Investment Management, Asset Managment, Investment Strategies, Financial Modeling, Financial Analysis, Equities, Equity Research, Fixed Income, Bloomberg, Valuation, Mutual Funds, Private Equity, Series 7, Securities, Strategic Financial..., Wealth Management, Investment Advisory, Institutional..., Fund Of Funds, Equity Valuation, Retirement Planning, Financial Services, Economics, Derivatives, Bloomberg Terminal, Capital Markets, Retirement, Trading, Asset Management, Venture Capital, Investor Relations, Finance, Series 63, Insurance, Analysis, Options, Financial Reporting, Due Diligence, Emerging Markets, Cash Management, Leadership, ETFs, Investment Banking, Risk Management, Financial Planning
Education
Millsaps College 2004 — 2006
BBA, Finance
Millsaps College 2004 — 2006
Bachelor, Business Administration; Finance
Holmes Community College 2002 — 2004
A.A., Chemical Engineering
Pinnacle Trust March 1997 - Present
Union Planters Bank September 1992 - February 1997
Bank of America July 1986 - January 1992
Skills
Financial Analysis, Accounting, Strategic Financial..., Investments, Estate Planning, Wealth Management, Asset Management, Retirement Planning, Asset Allocation, Financial Modeling, Financial Reporting, Business Valuation, Financial Accounting, Tax, Auditing, GAAP, Mergers & Acquisitions, Risk Management, Banking, Management, Executive Financial..., Insurance
Education
Mississippi State University 1980 — 1984
Bachelor's of Professional Accountancy, Bachelor of Business Administration, Accounting and Finance
Pinnacle Trust August 2014 - Present
Investment Professionals, Inc. 2008 - July 2014
A.G. Edwards September 2004 - December 2008
Education
University of Alabama 1989 — 2003
BS, Business Administration
Meridian High School 1986 — 1989
Pinnacle Trust September 2015 - Present
BancorpSouth January 2011 - September 2015
Skills
Microsoft Office, Credit, Banking, Management, Public Speaking, Customer Service, Microsoft Excel, Sales, Strategic Planning, Team Building, Marketing, Leadership
Education
The University of Southern Mississippi 2008 — 2010
Interior Design
Holmes Community College 2005 — 2007
Associate of Arts and Sciences (AAS), Architectural Engineering
Regions Financial Corporation June 2014 - Present
Pinnacle Trust May 2012 - May 2014
Morgan Keegan May 2010 - May 2012
Ridgeland Tourism Commission September 2004 - May 2010
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Series 7, Wealth Accumulation, Portfolio Management, IRAs, Asset Managment, Uniform Combined State..., Financial Analysis, 401k Rollovers, Roth IRA, Risk Management, Retirement, Insurance, Fixed Annuities, Financial Advisory
Education
University of Mississippi 2000 — 2004
BA, Parks, Recreation and Leisure Facilities Management
Collierville High School 1996 — 2000
Pinnacle Trust April 2014 - Present
Fox/Everett, Inc. November 2009 - April 2014
Horne LLP June 2001 - October 2009
Crowell, Hart & Company, Ltd. June 1994 - June 2001
Skills
Retirement Plan..., Insurance, 401k, Retirement Planning, Pensions, Employee Benefits, Retirement, Financial Planners, QKA, Finance, Strategic Financial..., Defined Benefit, Leadership, Financial Advisory, Financial Analysis, Financial Planning, Accounting, Management, Financial Services
Education
University of Mississippi 1990 — 1994
Bachelor of Accountancy
Ocean Springs 1981 — 1990
4th-12th grades
Pinnacle Trust March 2014 - Present
Pinnacle Trust January 2012 - March 2014
Pinnacle Trust January 2009 - December 2011
Pinnacle Trust June 2007 - December 2008
Pinnacle Trust June 2004 - June 2007
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Alternative Investments, Asset Managment, ETFs, Estate Planning, Investment Strategies, Leadership, Mutual Funds, Retirement Planning, Asset Management, Pensions, Strategic Financial..., Financial Advisory, Investment Management, Securities
Education
ABA National & Graduate Trust School 2007 — 2008
Trust & Investments
Belhaven College 2000 — 2004
BS, Business Adminisration w/ Minor in Finance
Friends of Tate Reeves January 2015 - Present
Pinnacle Trust January 2013 - December 2014
Millsaps College January 2012 - May 2013
Louisiana Supreme Court May 2012 - August 2012
Skills
Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Research, Public Speaking, Event Planning, Fundraising
Education
Millsaps College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Pinnacle Trust March 1997 - Present
Skills
Financial Planning, Wealth Management, Investments, Estate Planning, Financial Analysis, Retirement Planning, Public Speaking, Strategic Planning, Strategic Financial..., Asset Allocation
Education
Mississippi College
Master of Business Administration (MBA)
Mississippi College
BSEd, Elementary Education and Teaching
Silverleafe Capital Partners, LLC January 2010 - Present
Morgan Asset Management August 2002 - December 2009
Pinnacle Trust 2000 - 2001
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Investment Strategies, Equity Research, Mutual Funds, Asset Management, Valuation, Equity Trading, Fixed Income, Fixed Income Analysis, Technical Analysis, Securities, Wealth Management, Alternative Investments, Asset Managment, Trading, Macroeconomics, Derivatives, Capital Markets, Investment Advisory, Hedge Funds, Bloomberg Terminal, Financial Markets, Series 7, Bonds, Financial Risk, Fixed Income Portfolio..., Bloomberg, Investment Management, Economic Research
Education
Millsaps College 2000 — 2001
MBA, Finance
Millsaps College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, Spanish
GoldenCross Financial Management June 2015 - Present
Voya Financial August 2014 - Present
Pinnacle Trust January 2014 - June 2015
Regions Financial Corporation October 2007 - December 2013
Wells Fargo June 2006 - October 2007
NFIB December 2005 - June 2006
The Middleton Group April 2001 - January 2005
Skills
Banking, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Financial Risk, Finance, Investments, Relationship Management, Private Banking, Wealth Management, Financial Modeling, Strategic Planning, Capital Markets, Strategic Financial..., Credit, Financial Planning, Customer Service, Management, Team Building, Sales
Education
Northwestern University 2010 — 2011
Post Graduate Specialist, Financial Planning and Services
Belhaven University 2009 — 2010
Master of Science (M.Sc.), Management
Our Lady of Holy Cross College 2005 — 2006
Bachelor of Arts (B.A.), Social Sciences
The University of Southern Mississippi 2001 — 2005
Madison Central 1996 — 1999
Diploma