What departments does Pinnacle Financial Services, Inc. have?

Pinnacle Financial Services, Inc. has employees across 9 departments including Entrepreneurship, Sales, Operations, Consultant, Arts & Design.

What is the largest department at Pinnacle Financial Services, Inc.?

The largest department at Pinnacle Financial Services, Inc. is Sales with 3 employees.

Where are Pinnacle Financial Services, Inc. employees located globally?

Pinnacle Financial Services, Inc. has employees across 3 continents and 5 countries including South Africa, Malawi, Lebanon, India, United States Of America.

How has Pinnacle Financial Services, Inc.'s team size changed over time?

Pinnacle Financial Services, Inc.'s team has grown from approximately 78 to 82 employees based on available data.

Pinnacle Financial Services, Inc. Employee Directory

InsurancePennsylvania, United States51-200 Employees

Pinnacle Financial Services, Inc. operates as a national field marketing organization in the insurance sector, supporting a network of agents who sell Medicare, annuities, life, and ACA products. With agents active across the United States, the firm positions itself as a partner rather than a simple supplier, aiming to empower independent brokers and multi-state agencies through extensive back-office support and market insight. The contracting process is designed to be online and streamlined, gathering required data to complete carrier paperwork and securely storing information for future use.

Headquartered in Warminster, Pennsylvania, the company is led by founder and president Kevin Shields alongside Executive Vice President Angela Palo, with a stated emphasis on client-focused ethics. In 2024, Pinnacle expanded its product and geographic coverage with launches in several states, and it formed a strategic partnership with Agility Insurance Services to accelerate ACA market growth.

Pinnacle Financial Services, Inc. Global Highlights

North America
107

United States Of America
107

Africa
3

Malawi
2
South Africa
1

Asia
2

Lebanon
1
India
1

Pinnacle Financial Services, Inc.'s Leadership

D. K.
Founder, Ce
Mobile Phone
Email
G. F.
Founder
Mobile Phone
Email
C. M.
Sales Director
Mobile Phone
Email
J. J.
Sales Director
Mobile Phone
Email
S. A.
Sales Director
Mobile Phone
Email
C. P.
Manager Of Operations
Mobile Phone
Email
R. J.
Advisory Board Member
Mobile Phone
Email
N. G.
Graphic Designer
Mobile Phone
Email

Pinnacle Financial Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Finance
Support
Business
Legal
Sales
Other
Administrative

Contact profiles from Pinnacle Financial Services, Inc.

Name

Title

Contact Info

Location

Last Update

D. B.
Enrollment Specialist
Mobile Phone
Email
Oct 17, 2024
J. F.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
J. F.
Support Specialist
Mobile Phone
Email
Oct 22, 2024
K. B.
Enrollment Clerk - Health
Mobile Phone
Email
Oct 23, 2024
R. B.
Reporting Analyst
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Pinnacle Financial Services, Inc. known for?

Pinnacle Financial Services, Inc. was founded in 2001 operates in the Insurance industry; you can contact the main corporate office by phone at

+1-800-772-****

. Explore Pinnacle Financial Services, Inc.'s company overview page for more information.

What is Pinnacle Financial Services, Inc.'s most common email format?

Pinnacle Financial Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Financial Services, Inc. email formats with LeadIQ.

How many employees does Pinnacle Financial Services, Inc. have currently?

Pinnacle Financial Services, Inc. has approximately 91 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Pinnacle Financial Services, Inc.'s key employees and leadership?

As of August 2026, Pinnacle Financial Services, Inc.'s key employees include:

Founder, Ce: D. K.
Founder: G. F.
Sales Director: C. M.
Sales Director: J. J.
Sales Director: S. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Pinnacle Financial Services, Inc. Employee Directory

Find Pinnacle Financial Services, Inc. employees' phone numbers or email addresses

Name search is limited — try advanced search instead