A boutique, SEC registered investment advisor firm with over half billion in client assets under management.

I bought Pinnacle Wealth from Pinnacle Trust! Boom!!!!

Resident high-fiver and master of happiness. Continuing to serve clients and the Investment Management Unit. Leading team of advisors and growing the Pinnacle Trust footprint.

Resident high fiver and master of happiness

Responsible for managing strategies for $12 billion public equities portfolio.

Built a solid record of achievement and advancement through increasing responsibility, managing expectations and excellent client service.Marketable Alternative Asset Analyst (2007 to Present)Manage relationship-consulting team, ensuring production of monthly and quarterly hedge fund performance reports and quantitative and qualitative analytical reports for numerous hedge funds. Lead team in ad hoc projects and delivery of client relationship management techniques. Collaborate with consulting teams to assess individual financial reporting situations and develop strategic planning solutions. Key Accomplishments:Performed analysis on approximately $2 billion of aggregated client assets, and managed 3 of my firm's top 5 clients.Assisted in stream-lining methodologies that reduced recurring process by approximately 40%, facilitating an increase in client capacity manageable by my team.Consistently met established deadlines; achieved respect and confidence for working extra hours to ensure timely completion and delivery of client projects.Recognized for outstanding professional acumen among my superiors for work ethic and tactful de-escalation and resolution of problems or conflicts internal and external to the team.Identified as a diplomatic team leader and team member among superiors, peers, and subordinates; generated monthly and quarterly reports and projects by coordinating team members, with various functional specialties/responsibilities, as a single unit

Collaborated with senior consultants and mentors to develop marketing strategies for personal and business financial planning. Created proposals exhibiting extensive detail in investment, retirement and education planning. Developed solid investment knowledge base. Key Accomplishment:Executed strategic sales techniques resulting in a solid account base.