Pinnacle Financial Partners : Grows Team in Charlotte

April 05, 2022

Pinnacle Financial Partners hired four new associates to serve the Charlotte market.

“Pinnacle’s reputation as a great place to work continues to attract talented and highly experienced people in the markets we serve,” said Rob Ellenburg, Pinnacle’s regional president for Charlotte. “These associates add decades of combined experience to our team that will help us deliver on our promise of distinctive service and effective advice. Bringing them on board furthers that commitment and represents the latest in a series of significant, long-term investments in our people , our culture, and the Charlotte market.”

Dan Collins joined Pinnacle as a financial advisor, working with commercial clients based at the Refinery office in Uptown Charlotte.

Collins has more than 25 years of financial services experience and comes to Pinnacle from BBVA Bank, where he was the Charlotte regional market president. Prior roles included serving as a senior relationship manager for BBVA and commercial relationship manager at BB&T.

Collins earned a bachelor’s degree in business administration and a bachelor of fine arts in graphic design and illustration from University of North Carolina at Charlotte. He is an active member of the Commercial Finance Association, Charlotte chapter and Cookies for Kids’ Cancer.

Tom Lubeck, a financial performance information manager joined the Refinery office in late 2021. With more than 10 years of experience, he has been an analytics leader in the Charlotte and Triangle areas, most recently as the vice president, risk analytics consultant with Wells Fargo. He earned a bachelor’s degree in manufacturing engineering from the University of Wisconsin-Stout and an MBA from Duke University.

Sam Moroni, credit advisor, and McLean Darr, credit analyst, also recently joined the firm’s Ballantyne office.

Moroni has more than 20 years of financial services experience and joins Pinnacle from Trustee, where he served as an SBA portfolio manager and vice president. Previously he was an SBA underwriter for Wells Fargo Bank and US Bank.

Moroni earned a bachelor’s degree in business administration from IUS-Business University in Caracas, Venezuela.

Darr brings five years’ experience, most recently as a development associate from York Development Group and as a development intern at SunCap Property Group prior to that. She earned a bachelor’s degree in business administration from University of North Carolina at Charlotte.

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm is the No. 1 bank in the Nashville-Murfreesboro-Franklin MSA, according to 2021 deposit data from the FDIC, and is listed by Forbes among the top 25 banks in the nation. The firm earned a spot on the 2021 list of 100 Best Companies to Work For® in the US, its fifth consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work for nine years in a row and No. 1 among banks with more than $11 billion in assets in 2021.

Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, known locally as Bank of North Carolina. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.

The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $38.5 billion in assets as of Dec. 31, 2021. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 15 primarily urban markets across the Southeast.

Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at www.pnfp.com.

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