Team — Pinnacle Financial
15 Members
1 Admin
2 Regional Managers
3 Team Leads
9 Advisors
2 Invitations Pending
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Team Roster · Hierarchy
| Name | Role | Cases | Advice Quality | Change Rate | Last Active |
|---|---|---|---|---|---|
| Sarah Jensen | Admin | — | — | — | Today |
| Marcus Bellamy | Regional Mgr | — | — | — | Today |
| Wesley Park | Team Lead | 8 | 7.5 avg | 72% | Today |
| Sarah Chen | Advisor | 6 | 7.1 avg | 68% | Yesterday |
| Ana Torres | Advisor | 5 | 5.9 avg | 52% | 3 days ago |
| David Kim | Advisor | 6 | 6.8 avg | 64% | Today |
| Nicole Alvarez | Team Lead | 7 | 7.3 avg | 70% | Today |
| Jordan Mills | Advisor | 4 | 6.6 avg | 61% | Yesterday |
| Rachel Okafor | Advisor | 5 | 7.0 avg | 66% | Today |
| Priya Raghavan | Regional Mgr | — | — | — | Yesterday |
| James Liu | Team Lead | 7 | 6.4 avg | 58% | 2 days ago |
| Brian Tate | Advisor | 5 | 6.2 avg | 55% | Yesterday |
| Emily Donovan | Advisor | 6 | 7.2 avg | 71% | Today |
| Daniel Hsu | Advisor | 4 | 6.0 avg | 47% | 4 days ago |
| Grace Whitfield | Advisor | 5 | 7.4 avg | 73% | Today |