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As founding partner and Chairman of Pinnacle Financial Strategies Joseph Gillen's vision, leadership and passion for serving customers permeate throughout Pinnacle's philosophy and culture. With a background spanning more than two decades in banking, Joseph has experience in virtually every facet including sales, marketing management, operations and program development. He has held high-level positions in some of the nation's leading financial institutions, including Citicorp, Chase Manhattan Corp. and BISYS. As an entrepreneur in his early days, Joseph quickly recognized he possessed an affinity for scoping new markets and developing new programs. Throughout his career, he has called on his ability and talent to build exceptional teams, always providing the training and resources needed to be successful. Today, Joseph specializes in developing evidenced-based products from inception to completion. In addition to his experience in major financial corporations, he has created, operated and sold a successful financial software business. This experience provided exposure to all areas of financial operations while giving him a view from the other side of the bank desk. Joseph received the Ernst & Young Entrepreneur of the Year award in the Financial Services category for the Houston and Gulf Coast region in 2004.
Kelly Anderson is Director of Marketing and Communications for Pinnacle Financial Strategies and is responsible for all B2B communications and advertising, as well as the design and development of all consumer facing campaigns for the client base. Kelly has more than 20 years of strategic planning and marketing experience in a range of products, industries and markets, with a special expertise in financial services and retail banking. She cut her teeth in NYC, has held senior level positions at several leading advertising agencies and marketing firms, and has been responsible for developing revenue generating marketing strategies for many of the biggest financial services brands in the country, including Chase, Citibank, and BankOne. Kelly also served as VP, Regional Marketing Manager for Wilmington Trust, Delaware's largest community bank, with more than 40 branches and $9 billion in assets. While there she led the strategic marketing initiatives for the retail bank and launched three new products including a new custom checking product and the Direct Bank. In recent years, Kelly's focus has been on the community bank and credit union sectors, working with American Airlines Credit Union and other community banks throughout the U.S. to develop acquisition and retention programs that strengthen relationships and improve profitability. Her extensive experience in marketing of financial services is a tremendous asset to Pinnacle and its clients. Kelly holds a Bachelor of Arts in Communications from The American University in Washington, D.C.
In her role as Director, Product Management and Development, Julie is responsible for product enhancements, new product design, launch and product sales and delivery support. Prior to joining Pinnacle Financial Strategies, Julie spent twenty-eight years in banking. Most recently she served as President, Business Banking Sales for BankAtlantic, where she led the Business Banking sales and relationship management division for the company. She was accountable for all BankAtlantic markets. When she joined BankAtlantic, she was the Regional President for Central Florida where she led new market development, initial branch openings and sales production for Orange, Osceola and Seminole Counties. Julie has been active in the communities she serves. Over the past five years she has served on several boards including: The Rollins College Hamilton Holt School Board of Advisors, Brevard Community College Foundation board and executive committee, Brevard Workforce Development Board, Melbourne-Palm Bay Chamber of Commerce and the Florida Tech, School of Business Board of Overseers. Julie recently served a three-year term on the planning committee for the BAI Retail Delivery Conference. Mrs. Story (Hammer) completed the Consumer Bankers Association Graduate School of Retail Bank Management at the University of Virginia in July, 1998.
As Director of Information Technology and Support, Daryl Tolliver oversees all aspects of the technology that makes Pinnacle Financial Strategies products the most innovative and best supported in the market. He works closely with Pinnacle customers to integrate our highly automated, user-friendly software with their operating platforms, and provides ongoing guidance and direction. Daryl also manages Pinnacle Internal Technology Development and Support Team in serving the installation, programming and development needs of our clients. Daryl's background in information technology includes more than 20 years' experience in customer service management, financial services software applications and inventory management. He has served as manager of a software systems engineer group and as unit manager of a customer service call center for a major, publicly traded computer manufacturing company. Daryl also has extensive experience working with different software platforms in the check cashing industry, managing day-to-day operations for multiple locations as well as designing and implementing proprietary software. As Director of Client Services, Daryl's responsibilities include all aspects of product implementation, training and ongoing support provided to Pinnacle clients. His staff includes project managers, trainers and program review specialists.
As Director Human Resources and Administration for Pinnacle Financial Strategies, Kim's responsibilities include strategic planning, employee benefits, compensation, employee relations, recruitment and staffing, labor relations, facilities and administration. With more than 15 years experience in facilities and human resource management, Kim ensures that the Human Resources policies and procedures are aligned with Pinnacle's corporate strategic plans. From managing day-to-day operations to motivating staff, Kim keeps the organization humming. Pinnacle is a great place to work, thanks to Kim. Her department is also responsible for many Pinnacle education and enrichment programs. Weekly programs such as Lunch & Learn help provide Pinnacle employees with a continuing source of knowledge and insights, not just in the financial services arena but in areas that help enrich our staff's service to our clients, all of which contribute to the high-performance environment for which Pinnacle is known. Kim holds a certificate in Human Resource Management and is a member of HR Houston and the Society of Human Resources Management (SHRM).
Richard Heath is responsible for revenue growth, compliance and ongoing support at Pinnacle Financial Strategies. Prior to joining Pinnacle, Richard worked for more than 35 years in various positions within the Banking industry. Richard began his career at Texas Commerce Bank and retired in 2002 after having managed most of the largest technology projects with different banking groups, as well and helping to develop processes and work flows for various areas of the bank. As the bank chose to sell off branch assets, Richard was responsible for coordinating the transfer of information to the acquiring institutions. From 1980 1986, Richard was CFO of three bank in the Houston area, responsible for all accounting, bank operations and investments. One of the banks was a de novo bank, participating in the opening of the bank from the issuance of the charter.