Position:
Managing Partner at Pinnacle Capital Advisory, LLC
Work:
Pinnacle Capital Advisory, LLC
- Atlanta, Ga. since Aug 2011
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Managing Partner
J P Turner/Turner Wealth
- Atlanta, Ga Oct 2009 - Aug 2011
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Senior Vice Preisdent Investments
Wachovia, A Wells Fargo Company
Oct 2008 - Aug 2011
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Senior Vice President of Investments
Wachovia, A Wells Fargo Company
Apr 2008 - Oct 2009
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Senior Vice President
Bank of America
- Charlotte Jan 2007 - 2008
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Executive Consultant
Genesis Fund, LP
- Atlanta, GA 1993 - 2000
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General Partner Hedge Fund
Dean Witter/ Morgan Stanley
- Greater Atlanta Area 1990 - 1993
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Investment Advisor
Merril Lynch
- Augusta, GA, and Atlanta, Ga. 1987 - 1990
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Stock Broker
Education:
Medical College of Ga 1983 - 1987
Post Doctoral Medicine, MD-PhD. Program
Duke University 1980 - 1983
Post Doc, Neuro Pharmacology
Catawba College 1975 - 1980
BA, Chemistry, Biology, Business
Skills:
Program Mgt, Black Belt Level, Portfolio Management, Investments, Wealth Management, Series 7, Equities, Asset Managment, Retirement Planning, Financial Advisory, Private Equity, Banking, Strategic Financial Planning, Investment Strategies, Fixed Income, Hedge Funds, Investment Management, Series 63, Investment Advisory, Financial Services, Wealth Management Services, Trading, Capital Markets, Investment Banking, Loans, Commercial Banking, Retirement, Asset Allocation, Alternative Investments, Estate Planning, Mutual Funds, Securities, Options, Series 65
Interests:
golf, my 8 year old son zachary