Finance Specialist
CurrentSpecializing in creating budgets and financial plans with wealth growth goals tailored to each person's unique situation.
Nov 2020 - Present
AeroLeads people directory · profile
Daniel J. Adams Email & Phone Number
Financial Consultant at Pinnacle Elite
at
Pinnacle Elite Agency Inc.
1 work email found
@worldfinancialgroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Pinnacle Elite
Location
Nashville Metropolitan Area, United States, United States
Company size
Who is Daniel J. Adams? Overview
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Quick answer
Daniel J. Adams is listed as Financial Consultant at Pinnacle Elite at Pinnacle Elite Agency Inc., a company with 19 employees, based in Nashville Metropolitan Area, United States, United States. AeroLeads shows a work email signal at worldfinancialgroup.com and a matched LinkedIn profile for Daniel J. Adams.
Daniel J. Adams previously worked as Finance Specialist at Pinnacle Elite Agency Inc. and Insurance Broker at Healthcare Solutions Team. Daniel J. Adams holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Virginia Commonwealth University - School Of Business.
Company email context
Email format at Pinnacle Elite Agency Inc.
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{first_initial}{last}@worldfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Daniel J. Adams. Compare company email patterns before reaching out.
Profile bio
About Daniel J. Adams
I'm a singer/songwriter with over 15 years of experience in performing and recording. 20 years of experience as a bassist in touring bands, and in the studio. I have a Bachelor's of Science degree in Business Administration and Management, as well as, a Bachelor's of Science degree in Marketing.I have over 5 years of experience in customer service and sales. I'm a skilled leader, with experience in managing bands, and teams in the field and the office.
Listed skills include Time Management, Customer Service, Event Planning, Communication, and 19 others.
Current workplace
Daniel J. Adams's current company
Company context helps verify the profile and gives searchers a useful next step.
Pinnacle Elite Agency Inc.
Employees
19
AeroLeads page
9 roles
Daniel J. Adams work experience
A career timeline built from the work history available for this profile.
Insurance Broker
Current
Nov 2020 - Present
Singer/Songwriter/Bassist
Current
Jake Adams
Over 10 years of experience as a lead singer in country and rock.Over 20 years of experience as a bassist in many genres, including bluegrass, country, rock, pop punk, blues, folk, hip hop, and pop.
Jun 2005 - Present
Account Manager
- Managing 75+ accounts of new and existing businesses
- Managing large international customer accounts with multiple locations in the U.S. and abroad
- Working closely with outside salesmen to negotiate deals with direct clients and 3rd party wholesalers
- Scheduling and managing field service technicians' calendar
- Forecasting and maintaining inventory levels
Oct 2015 - Mar 2019
Temporary Agent
- Performed various office administrative and warehouse duties, depending on assigned client’s needs
- Shipping and receiving of products
- Provided prompt, accurate, and friendly customer service
- Managed regional business accounts
Mar 2015 - Oct 2015
Claims Analyst
- Investigated suspicious claims internal databases, government and internet resources
- Reviewed claims for class action lawsuit settlement programs
- Performed Quality Assurance analysis of new programs and procedures
- Compiled and provided constructive feedback for development and training
- Coordinated with Analysts, Attorneys, and Clients to refine project strategies and improve settlement policies
Mar 2014 - Jan 2015
Administrative Assistant
Filter Product Company
- Providing project assistance and filter assembly to owner
- Bookkeeping, filing and data entry
- Shipping and receiving of products
- Providing prompt, accurate, and friendly customer service
- Performing all company vehicle maintenance and repairs
- Assisting with inventory duties
Jan 2013 - Mar 2014
Co-Owner
Aquadocs Water Solutions
- Diagnosed water quality and delivery issues for wells, pools, and spas
- Quoted pricing & providing estimates
- Managed payroll: bookkeeping and accounting tasks
- Negotiated sale and payment terms with clients
- Managed projects and supervising subcontractors
- Performed spa & pool repair, water well repair, and irrigation
May 2012 - Mar 2014
Project Manager And Crew Foreman
Adams Well Repair
- Adams Well Repair specializes in sanitizing and repairing water wells in the Central Virginia area. While employed, I processed all customer service calls, negotiated contract & payment terms with clients, placed.
- Processed all customer service calls
- Negotiated contract & payment terms with clients
- Managed Projects
- Placed supply orders
- Managed payroll: bookkeeping and accounting tasks
Jun 2005 - Mar 2012
3 education records
Daniel J. Adams education
Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General
Marketing, Marketing/Marketing Management
Associate Of Arts And Sciences (A.A.S.), Music History, Literature, And Theory
FAQ
Frequently asked questions about Daniel J. Adams
Quick answers generated from the profile data available on this page.
What company does Daniel J. Adams work for?
Daniel J. Adams works for Pinnacle Elite Agency Inc..
What is Daniel J. Adams's role at Pinnacle Elite Agency Inc.?
Daniel J. Adams is listed as Financial Consultant at Pinnacle Elite at Pinnacle Elite Agency Inc..
What is Daniel J. Adams's email address?
AeroLeads has found 1 work email signal at @worldfinancialgroup.com for Daniel J. Adams at Pinnacle Elite Agency Inc..
Where is Daniel J. Adams based?
Daniel J. Adams is based in Nashville Metropolitan Area, United States, United States while working with Pinnacle Elite Agency Inc..
What companies has Daniel J. Adams worked for?
Daniel J. Adams has worked for Pinnacle Elite Agency Inc., Healthcare Solutions Team, Jake Adams, Associated Packaging, Inc., and Wood Personnel Services.
How can I contact Daniel J. Adams?
You can use AeroLeads to view verified contact signals for Daniel J. Adams at Pinnacle Elite Agency Inc., including work email, phone, and LinkedIn data when available.
What schools did Daniel J. Adams attend?
Daniel J. Adams holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Virginia Commonwealth University - School Of Business.
What skills is Daniel J. Adams known for?
Daniel J. Adams is listed with skills including Time Management, Customer Service, Event Planning, Communication, Customer Insight, Microsoft Office, Project Management, and Negotiation.
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