SYRACUSE, N.Y. — Pinnacle Holding Company, LLC announced that Jeffrey Blitz has joined the firm in a dual role.
With more than 25 years experience in insurance and financial services, he will serve as regional sales director, marketing Pinnacle Capital Management products to financial advisors throughout New York, the company said in a news release.
Additionally, Blitz will work with individuals, families, and businesses as a financial advisor for Pinnacle Investments.
Both Pinnacle Capital Management and Pinnacle Investments are part of The Pinnacle Family of Companies, based in Syracuse.
Blitz is a financial industry regulatory authority (FINRA), general securities representative (Series 7), state securities agent (Series 63), & registered investment advisor representative (Series 65), and is New York State Insurance licensed for life, accident & health and variable annuities, Pinnacle said.
Shortly after graduating from Bentley University, he started working with a boutique investment firm on Wall Street.
For the next eight years, he worked as a registered representative with individuals and families on achieving their investment goals while at both regional & global investment firms in Los Angeles, California, and in New York City.
In 1999, Blitz became a regional vice president with a Fortune 500 life insurance company which brought him to upstate New York.
Blitz’s community involvement consists of volunteering his time coaching hundreds of kids in youth basketball, Little League baseball, and Pop Warner football.
He resides in Fayetteville with his wife and three sons.
Contact The Business Journal News Network at news@cnybj.com