Capstone Financial Services
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Capstone Financial Services Employees
Employee
Years
Job
Industry
Angela Rector Angela Rector's Capstone Financial Services Experience 2001 - 2003
Job Personal Loan Specialist at Springleaf Financial
Industry Civic & Social Organization
Experience
Springleaf Financial August 2014 - Present
Republic Services December 2013 - Present
State of Indiana March 2012 - December 2012
Indiana Wesleyan University July 2008 - June 2011
Monroe Bank January 2002 - June 2008
Capstone Financial Services 2001 - 2003
Sunrise Greetings 1997 - 2000
Skills
Customer Service, Leadership Development, Public Speaking, Event Planning, Higher Education, Ethics, Strategic Planning, Leadership, Management, Training, Team Building, Sales, Enrollment Management, Non-profits, Staff Development, Adult Education, Healthcare, Data Analysis, Community Outreach, Budgets, Fundraising, Volunteer Management, Teamwork, Social Networking, Teaching
Education
Indiana Wesleyan University 2004 — 2008
BA, Business Management
Bedford North Lawrence HS 1981 — 1985
Diploma, English, Business, Music
Springleaf Financial August 2014 - Present
Republic Services December 2013 - Present
State of Indiana March 2012 - December 2012
Indiana Wesleyan University July 2008 - June 2011
Monroe Bank January 2002 - June 2008
Capstone Financial Services 2001 - 2003
Sunrise Greetings 1997 - 2000
Skills
Customer Service, Leadership Development, Public Speaking, Event Planning, Higher Education, Ethics, Strategic Planning, Leadership, Management, Training, Team Building, Sales, Enrollment Management, Non-profits, Staff Development, Adult Education, Healthcare, Data Analysis, Community Outreach, Budgets, Fundraising, Volunteer Management, Teamwork, Social Networking, Teaching
Education
Indiana Wesleyan University 2004 — 2008
BA, Business Management
Bedford North Lawrence HS 1981 — 1985
Diploma, English, Business, Music
Matthew B. Boersen CFP® Matthew B. Boersen CFP®'s Capstone Financial Services Experience July 2009 - March 2011
Job CERTIFIED FINANCIAL PLANNER Professional™ at Straight Path Wealth Management
Industry Financial Services
Experience
Straight Path Wealth Management April 2011 - Present
Capstone Financial Services July 2009 - March 2011
Education
Grand Valley State University
BBA, Finance
Straight Path Wealth Management April 2011 - Present
Capstone Financial Services July 2009 - March 2011
Education
Grand Valley State University
BBA, Finance
Sam Jenkins's Capstone Financial Services Experience 2009 - Present
Job Owner/Principal, Capstone Financial Services
Industry Investment Banking
Experience
Capstone Financial Services 2009 - Present
Diamond International Trucks September 2011 - 2013
First Tennessee Bank 1980 - 2008
Skills
Driving growth,..., Strong risk management..., Creating performance..., Attracting and..., Problem solving &..., Highly collaborative..., Sales, Risk Management, Strategic Planning, Business Development, Leadership, Capital, Banking, Management, Business Strategy, Finance, Team Building, Marketing Strategy, Loans, Sales Management, Credit, New Business Development, Disposition, Portfolio Management, Financial Analysis, Accountability, Real Estate Economics, Teamwork, Private Equity, Negotiation, Treasury Management, Customer Service, Turn Around Management
Education
The University of Memphis
Master of Business Administration (M.B.A.), finance emphasis, 4.0
University of Alabama
Bachelor of Arts (B.A.), Business administration with finance and banking concentration
Capstone Financial Services 2009 - Present
Diamond International Trucks September 2011 - 2013
First Tennessee Bank 1980 - 2008
Skills
Driving growth,..., Strong risk management..., Creating performance..., Attracting and..., Problem solving &..., Highly collaborative..., Sales, Risk Management, Strategic Planning, Business Development, Leadership, Capital, Banking, Management, Business Strategy, Finance, Team Building, Marketing Strategy, Loans, Sales Management, Credit, New Business Development, Disposition, Portfolio Management, Financial Analysis, Accountability, Real Estate Economics, Teamwork, Private Equity, Negotiation, Treasury Management, Customer Service, Turn Around Management
Education
The University of Memphis
Master of Business Administration (M.B.A.), finance emphasis, 4.0
University of Alabama
Bachelor of Arts (B.A.), Business administration with finance and banking concentration
Joe Tocchini Joe Tocchini's Capstone Financial Services Experience January 2008 - Present
Job President, Capstone Financial Services
Industry Financial Services
Experience
Capstone Financial Services January 2008 - Present
Rocky Mountain Chapter, Society for Financial Awareness January 2010 - Present
North Star Consultants June 1997 - December 2007
Skills
Insurance, College Savings Plans, Tax Preparation, Retirement Planning, medium term accumulation, Public Speaking, Retirement, 401k, Financial Advisory, Strategic Financial..., Series 7
Education
The American College 2004 — 2006
CLF, Leadership
Saint John's University 1994 — 1997
BA, Political Science
St Ignatius College Prep 1989 — 1993
high school grad, general study
Capstone Financial Services January 2008 - Present
Rocky Mountain Chapter, Society for Financial Awareness January 2010 - Present
North Star Consultants June 1997 - December 2007
Skills
Insurance, College Savings Plans, Tax Preparation, Retirement Planning, medium term accumulation, Public Speaking, Retirement, 401k, Financial Advisory, Strategic Financial..., Series 7
Education
The American College 2004 — 2006
CLF, Leadership
Saint John's University 1994 — 1997
BA, Political Science
St Ignatius College Prep 1989 — 1993
high school grad, general study
Barbara White, CFP® Barbara White, CFP®'s Capstone Financial Services Experience 2008 - 2009
Job Certified Financial Planner™ with 17 years of wealth management expertise
Industry Financial Services
Experience
BMW MoneyWorks May 2009 - Present
Capstone Financial Services 2008 - 2009
Plante & Moran, PLLC 2000 - 2008
Burlington Northern Santa Fe 1985 - 1997
Skills
Comprehensive Financial..., Insurance, Investments, Retirement, Budgeting, Employee Benefits, Tax, Monte Carlo Simulation, Investment Portfolio..., Public Speaking, Estate Planning, Cash Flow and Debt..., College Savings Plans, 401(k) Rollovers to IRAs
Education
Illinois Wesleyan University 1974 — 1978
BA, Accounting
College of Financial Planning 1999 — 2000
BMW MoneyWorks May 2009 - Present
Capstone Financial Services 2008 - 2009
Plante & Moran, PLLC 2000 - 2008
Burlington Northern Santa Fe 1985 - 1997
Skills
Comprehensive Financial..., Insurance, Investments, Retirement, Budgeting, Employee Benefits, Tax, Monte Carlo Simulation, Investment Portfolio..., Public Speaking, Estate Planning, Cash Flow and Debt..., College Savings Plans, 401(k) Rollovers to IRAs
Education
Illinois Wesleyan University 1974 — 1978
BA, Accounting
College of Financial Planning 1999 — 2000
Philip Turpin's Capstone Financial Services Experience August 2013 - September 2013
Job J.D. Candidate at Tulane University Law School
Industry Law Practice
Experience
Deloitte June 2014 - August 2014
Capstone Financial Services August 2013 - September 2013
Prestige Audio Corperation December 2011 - April 2012
Office of Congressman John Culberson January 2011 - February 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Research, English, Photoshop, Windows, Customer Service, Social Media, HTML, Time Management, Event Planning, C++, C, Outlook, Facebook, Java, Social Networking, Teaching, Editing, Access, Entrepreneurship, Business Strategy, Data Analysis, Financial Analysis
Education
Tulane University Law School 2015 — 2018
Juris Doctor (J.D.), International Law and Legal Studies
Babson College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
The Kinkaid School 2004 — 2011
High School
Deloitte June 2014 - August 2014
Capstone Financial Services August 2013 - September 2013
Prestige Audio Corperation December 2011 - April 2012
Office of Congressman John Culberson January 2011 - February 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Research, English, Photoshop, Windows, Customer Service, Social Media, HTML, Time Management, Event Planning, C++, C, Outlook, Facebook, Java, Social Networking, Teaching, Editing, Access, Entrepreneurship, Business Strategy, Data Analysis, Financial Analysis
Education
Tulane University Law School 2015 — 2018
Juris Doctor (J.D.), International Law and Legal Studies
Babson College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
The Kinkaid School 2004 — 2011
High School
Kevin Chansky Kevin Chansky's Capstone Financial Services Experience May 2011 - August 2011
Job Social Media Analyst at Brandwatch
Industry Marketing and Advertising
Experience
Brandwatch November 2014 - Present
Human Movement Management May 2014 - September 2014
Pawngo December 2013 - May 2014
Pawngo May 2012 - December 2013
Capstone Financial Services May 2011 - August 2011
Society For Financial Awareness-Rocky Mountain Chapter May 2011 - August 2011
Milliman June 2009 - August 2009
Skills
Social Media Marketing, Account Management, Social Selling, Leadership, Digital Marketing, Sales, Customer Service, Salesforce.com, Google Adwords, PowerPoint, Twitter, Web Design, Blogging, Creative Writing, Employee Training, Growth Hacking, Operations Management, Team Management, Microsoft Office, Event Planning, Underwriting, Data Analysis, Finance, Microsoft Excel
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Brandwatch November 2014 - Present
Human Movement Management May 2014 - September 2014
Pawngo December 2013 - May 2014
Pawngo May 2012 - December 2013
Capstone Financial Services May 2011 - August 2011
Society For Financial Awareness-Rocky Mountain Chapter May 2011 - August 2011
Milliman June 2009 - August 2009
Skills
Social Media Marketing, Account Management, Social Selling, Leadership, Digital Marketing, Sales, Customer Service, Salesforce.com, Google Adwords, PowerPoint, Twitter, Web Design, Blogging, Creative Writing, Employee Training, Growth Hacking, Operations Management, Team Management, Microsoft Office, Event Planning, Underwriting, Data Analysis, Finance, Microsoft Excel
Education
University of Colorado Boulder 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Tim Harvey Tim Harvey's Capstone Financial Services Experience June 2009 - September 2011
Job Associate Product Manager at Terumo BCT
Industry Medical Devices
Experience
Terumo BCT September 2014 - Present
Rockies Venture Club February 2013 - Present
Spectranetics May 2014 - August 2014
T.A. Harvey Consulting, LLC June 2005 - August 2013
Sands Research Inc. February 2012 - September 2012
Neuromarketing Association December 2011 - March 2012
AXA Advisors August 2010 - September 2011
Society for Financial Awareness (SOFA) February 2010 - September 2011
Capstone Financial Services June 2009 - September 2011
Southwestern Company May 2008 - April 2009
Skills
Entrepreneurship, Marketing, Public Speaking, Market Research, Project Management, Sales, Consulting, Management, Finance, Management Consulting, Social Media Marketing, Small Business, Neuroscience, EEG, Neuromarketing, Growing Businesses, Eye Tracking
Education
University of Colorado at Boulder 2013 — 2016
Master of Engineering (M.Eng.), Engineering Management
University of Denver 2004 — 2009
Specialty Degree in Cognitive Neuroscience, B.S Degrees in Biology and Psychology, minors in Medical Physics, Chemistry, and Business
University of Virginia - Semester at Sea 2008 — 2008
Circumnavigating the globe
East Lansing High School 2000 — 2004
Terumo BCT September 2014 - Present
Rockies Venture Club February 2013 - Present
Spectranetics May 2014 - August 2014
T.A. Harvey Consulting, LLC June 2005 - August 2013
Sands Research Inc. February 2012 - September 2012
Neuromarketing Association December 2011 - March 2012
AXA Advisors August 2010 - September 2011
Society for Financial Awareness (SOFA) February 2010 - September 2011
Capstone Financial Services June 2009 - September 2011
Southwestern Company May 2008 - April 2009
Skills
Entrepreneurship, Marketing, Public Speaking, Market Research, Project Management, Sales, Consulting, Management, Finance, Management Consulting, Social Media Marketing, Small Business, Neuroscience, EEG, Neuromarketing, Growing Businesses, Eye Tracking
Education
University of Colorado at Boulder 2013 — 2016
Master of Engineering (M.Eng.), Engineering Management
University of Denver 2004 — 2009
Specialty Degree in Cognitive Neuroscience, B.S Degrees in Biology and Psychology, minors in Medical Physics, Chemistry, and Business
University of Virginia - Semester at Sea 2008 — 2008
Circumnavigating the globe
East Lansing High School 2000 — 2004
Patricia Mims's Capstone Financial Services Experience April 2013 - Present
Job
Industry Investment Management
Experience
Capstone Financial Services April 2013 - Present
Chris Mims Insurance March 1999 - September 2010
BP Exploration March 1982 - March 1999
Skills
Customer Service, Organization Skills, adminstration, Microsoft Office, Microsoft Excel, Strategic Planning, Public Speaking, Process Improvement, Data Analysis, Team Building, Sales, Analysis, Management, Negotiation, Sales Management, New Business Development, Marketing, Account Management, Event Management, Leadership
Education
University of Houston 1979 — 1984
Music & Engineering
Alief Hastings High school 1974 — 1978
Capstone Financial Services April 2013 - Present
Chris Mims Insurance March 1999 - September 2010
BP Exploration March 1982 - March 1999
Skills
Customer Service, Organization Skills, adminstration, Microsoft Office, Microsoft Excel, Strategic Planning, Public Speaking, Process Improvement, Data Analysis, Team Building, Sales, Analysis, Management, Negotiation, Sales Management, New Business Development, Marketing, Account Management, Event Management, Leadership
Education
University of Houston 1979 — 1984
Music & Engineering
Alief Hastings High school 1974 — 1978
Ed Jaroski's Capstone Financial Services Experience October 1987 - Present
Job President / CEO at Capstone Financial Services
Industry Financial Services
Experience
Capstone Financial Services October 1987 - Present
Education
Temple University - Fox School of Business and Management 1964 — 1969
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Capstone Financial Services October 1987 - Present
Education
Temple University - Fox School of Business and Management 1964 — 1969
Bachelor of Business Administration (B.B.A.), Accounting and Finance