Pinnacle Trust

Description

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

Employee
Years
Job
Industry
Ashley DeVeaux Davis Ashley DeVeaux Davis Chicago, Illinois Details
Ashley DeVeaux Davis's Pinnacle Trust Experience May 2010 - March 2011
Job Sales Rep & Merchandising, Mac Duggal
Industry Apparel & Fashion
Experience
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

Martin Palomo Martin Palomo Jackson, Mississippi Area Details
Martin Palomo's Pinnacle Trust Experience September 2013 - Present
Job Wealth Advisor and Investment Officer at Pinnacle Trust
Industry Investment Management
Experience
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

Beth McGaugh Beth McGaugh Madison, Mississippi Details
Beth McGaugh's Pinnacle Trust Experience March 1997 - Present
Job Chief Financial Officer at Pinnacle Trust
Industry Financial Services
Experience
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

Gerry Mitchell, CFP® Gerry Mitchell, CFP® Meridian, Mississippi Details
Gerry Mitchell, CFP®'s Pinnacle Trust Experience August 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Jessica Kirchner Jessica Kirchner Madison, Mississippi Details
Jessica Kirchner's Pinnacle Trust Experience September 2015 - Present
Job Administrative Assistant at Pinnacle Trust
Industry Financial Services
Experience
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

Jim Petersen Jim Petersen Madison, Mississippi Details
Jim Petersen's Pinnacle Trust Experience May 2012 - May 2014
Job Financial Consultant at Regions Financial
Industry Financial Services
Experience
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

Tara (Dobbins) May Tara (Dobbins) May Jackson, Mississippi Area Details
Tara (Dobbins) May's Pinnacle Trust Experience April 2014 - Present
Job Senior Vice President at Pinnacle Trust Company
Industry Accounting
Experience
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

Jeremy Nelson Jeremy Nelson Jackson, Mississippi Area Details
Jeremy Nelson's Pinnacle Trust Experience March 2014 - Present
Job President & Chief Investment Officer at Pinnacle Trust
Industry Financial Services
Experience
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

Kathryn Wise Kathryn Wise Jackson, Mississippi Area Details
Kathryn Wise's Pinnacle Trust Experience January 2013 - December 2014
Job Deputy Director of Finance and Administration
Industry Political Organization
Experience
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

Jana Parrish Jana Parrish Jackson, Mississippi Area Details
Jana Parrish's Pinnacle Trust Experience March 1997 - Present
Job Executive Vice President Compliance at Pinnacle Trust
Industry Financial Services
Experience
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

John B. Russell, CFA John B. Russell, CFA Greater Memphis Area Details
John B. Russell, CFA's Pinnacle Trust Experience 2000 - 2001
Job Senior Portfolio Manager, Silverleafe Capital Partners
Industry Investment Management
Experience
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

Andrew Middleton Andrew Middleton Jackson, Mississippi Area Details
Andrew Middleton's Pinnacle Trust Experience January 2014 - June 2015
Job President and CEO at GoldenCross Financial Management
Industry Investment Management
Experience
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