Joseph Jeffries

Financial Advisor Assistant at Pinnacle Financial Partners

Role: Financial Advisor Assistant at Pinnacle Financial Partners
Location: Nashville, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor Assistant
Pinnacle Financial Partners
Oct 2014 — Present

Education

Iowa State University
Bachelor of Science
2001 — 2004
Iowa Lakes Community College
Exercise Science
2000 — 2001

Skills

Small Business Lending
Leadership
Branch Banking
Mortgage Lending
Coaching
Branch Management
Training
Customer Satisfaction
Loans
Retail Banking
Credit
Consumer Lending
Sales Management
Lines of Credit
Deposits
Customer Service
Relationship Management
Leadership Development
Sales
Banking
Cross Selling
Performance Management
Financial Services
Management

Contact information

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Work email
•••••@pnfp.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Pinnacle Financial Partners

Banking · 3.6K employees · Founded 2000 · Nashville, Tennessee, United States

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective advice to businesses and individuals who want a banking relationship that goes beyond transactions. It was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. The founders believed that associates who love their jobs and enjoy work-life balance would naturally give their very best to clients. ---------------------------------------- Pinnacle associates actively monitor this page but cannot guarantee a response to client service inquiries sent via comments or messages. Please visit PNFP.com/Contact to reach our Client Service Center. This page is intended for sharing content about and from Pinnacle and its associates for the benefit of their networks. We will not tolerate harmful or derogatory comments or messages of any kind about the firm, its associates, clients, shareholders or other stakeholders. For questions, feedback, comments or complaints, please reach out to our Client Service Center at PNFP.com/Contact. *Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Pinnacle Asset Management and Pinnacle Bank are independent of RJFS. Securities are not deposits, NOT FDIC or other government agency insured and are NOT GUARANTEED by Pinnacle Bank. Subject to risk and may lose value.

pnfp.com

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Experience

Financial Advisor Assistant

Education

Iowa State University

Iowa Lakes Community College

Skills

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