Capital Wealth Management, LLC

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Capital Wealth Management, LLC Employees

Employee
Years
Job
Industry
Bobby Blanco CWS® Bobby Blanco CWS® El Paso, Texas Area Details
Bobby Blanco CWS®'s Capital Wealth Management, LLC Experience March 2004 - September 2009
Job Certified Wealth Strategist®
Industry Financial Services
Experience
Strategic Wealth Advisors   September 2009 - Present
The University of Texas at El Paso  September 2011 - Present
El Paso Collaborative for Community & Economic Development   March 2011 - June 2014
March of Dimes  March 2011 - February 2014
March of Dimes  May 2010 - February 2014
Capital Wealth Management, LLC   March 2004 - September 2009
New York Life Insurance Company  June 1996 - March 2004

Education
The University of Texas at El Paso   1989 — 1998
Bachelors in Business Administration, Management

Christine Morelli, QPFC Christine Morelli, QPFC Providence, Rhode Island Area Details
Christine Morelli, QPFC's Capital Wealth Management, LLC Experience 2004 - 2007
Job Senior Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2013 - Present
Fidelity Investments  September 2007 - April 2013
Capital Wealth Management, LLC   2004 - 2007
The Angell Pension Group, Inc.   1989 - 2004
LAMCO LLC  1980 - 1988

Skills
Defined Benefit, 401k, Retirement, Pensions, Profit Sharing, Plan Design, ERISA, Retirement Services, Plan Administration, Employee Benefits, Retirement Plan..., Pension Administration, Compliance, Disability Insurance

Education
Bryant University

Dawn Larson Dawn Larson Greater Omaha Area Details
Dawn Larson's Capital Wealth Management, LLC Experience 2001 - 2005
Job Product Management Consultant at Securities America, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc., Member FINRA/SIPC   August 2009 - Present
Securities America, Inc.   October 2005 - August 2009
Capital Wealth Management, LLC   2001 - 2005
Kelly Financial Group, LLC   1995 - 2001

Education
Gordon College   1995 — 1999
Bachelors, Business Administration

Kaplan University   2007 — 2008
Continuing Education, Executive Coaching Certificate

Jordan Hickey, CFP® Jordan Hickey, CFP® Hartford, Connecticut Area Details
Jordan Hickey, CFP®'s Capital Wealth Management, LLC Experience June 2012 - Present
Job Wealth Advisor at Capital Wealth Management, LLC
Industry Financial Services
Experience
Capital Wealth Management, LLC   June 2012 - Present
Capital Wealth Management, LLC   May 2007 - May 2012

Skills
Financial Analysis, Finance, Banking, Investments, Accounting, Portfolio Management, Financial Planning, Financial Modeling, Equities, Data Analysis

Education
The University of Connecticut   2005 — 2009
Economics

Kelsey Conklin Kelsey Conklin San Diego, California Details
Kelsey Conklin's Capital Wealth Management, LLC Experience December 2007 - April 2014
Job Transition Coordinator at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  April 2014 - Present
Capital Wealth Management, LLC   December 2007 - April 2014
Capital Wealth Management, LLC   2011 - 2012
Capital Wealth Management, LLC   2007 - 2011

Skills
Mutual Funds, Series 7, Series 6, series 63, Recruiting, FINRA, Securities, Wealth Management, Financial Services, Uniform Combined State..., Investments, Asset Allocation, Equities, Risk Management, Microsoft Excel, Windows Sharepoint..., Junxure, Goldmine, Morningstar, OneNote

Education
Eastern Connecticut State University   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

William Tuttle, CFP®, AIF® William Tuttle, CFP®, AIF® Providence, Rhode Island Area Details
William Tuttle, CFP®, AIF®'s Capital Wealth Management, LLC Experience June 2006 - February 2012
Job Chief Investment Officer at Capital Wealth Management, Inc.
Industry Investment Management
Experience
Capital Wealth Management, Inc.   February 2012 - Present
Capital Wealth Management LLC  June 2006 - February 2012
StrategicPoint   May 2004 - March 2006
Horizon House Publications  2000 - 2004
Robbins Scientific  October 1997 - April 2000

Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Financial Planning, Securities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, Alternative Investments

Education
Pomona College   1990 — 1994
BA, Public Policy Analysis

Abington High School   1986 — 1990

Lisa Ohanian Lisa Ohanian Cleveland/Akron, Ohio Area Details
Lisa Ohanian's Capital Wealth Management, LLC Experience December 1996 - December 2013
Job Chief Compliance Officer at Nye Wealth Management LLC
Industry Financial Services
Experience
Nye Financial Group   January 2014 - Present
Capital Wealth Management, LLC   December 1996 - December 2013

Education
Ohio University
Bachelor of Arts (B.A.)