Capital Wealth Management, LLC
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Capital Wealth Management, LLC Employees
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
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
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
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
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
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
Nye Financial Group January 2014 - Present
Capital Wealth Management, LLC December 1996 - December 2013
Education
Ohio University
Bachelor of Arts (B.A.)