- Pinnacle Equity Solutions
- For Business Owners
John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA, CBEC®
Jessica LeClair, Esq.
Andrea provides membership support at Pinnacle/IEPA. Prior to joining Pinnacle/IEPA, Andrea specialized in client relationships and finance at WilmerHale, and has experience in administration and small business management. Andrea earned a Bachelor of Arts degree from the University of Massachusetts, Boston.
Kristin provides association management at Pinnacle/IEPA. She has worked in the field of association management for 25 years. Working with associations on their strategic vision, membership retention and recruitment, continuing educaiton and partnerships. Kristin has supported financial advisors since the beginning of her carer. Kristin earned her Bachelor of Science in Public Management from Plymouth State University, NH
Monthly Pinnacle Member Trainings
Online Training Access
Business Owner Motives