Since 2004, Mindy Gasthalter has been working in Pinnacle Advisory Group located 268, 268. This expert is a high-skilled Wealth Manager at Pinnacle Advisory Group with over three years of work experience. According to Mindy's resume and work profile, the professional has worked at more than four places with numerous backgrounds and got different skills. Mindy attended school at the College For Financial Planning from 1998 to 1998. They have the following certificates: Cfp (R). Mindy can be found in Dayton, Ohio – where the professional is currently located. Find Mindy Gasthalter's actual email address and number through our search.
Name variants:
Melinda Gasthalter
Last updated May 30, 2024
Contact Information
Last Update
Jul 9, 2022
Email
mg**@pinnacleadvisory.com
Location
Dayton, OH
Company
Workplace
Wealth Manager at Pinnacle Advisory Group
Columbia, MD
Industry
Financial Services, Management Consulting Services, Financial Advisor, Investment Advice, Financial Planning Consultants
Colleagues
Work History
Wealth Manager at Pinnacle Advisory Group
6345 Woodside Ct SUITE 100, Columbia, MD 21046
Pinnacle Advisory Group is a private wealth management firm, working with approximately 1100+ families and managing more than $1.5 billion in assets.
from May 2004
Associate
A private wealth management firm serving wealth families in the Washington DC metro area.
Jul 2003 — Apr 2004
Advisor
A private wealth management firm with approximately 125 clients managing $100 million in assets.
Jun 2002 — Jun 2003
Vienna, Va
A small investment advisory firm working with individuals as well as company retirement plans.
Jun 2001 — May 2002
Education
1998 — 1998
1983 — 1985
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Asset Management
Financial Planning
Investment Advisory
Wealth Management
Investments
Portfolio Management
Retirement Planning
Finance
Leadership
Asset Allocation