Capital Choice Financial
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Capital Choice Financial Employees
Employee
Years
Job
Industry
Sandra Tzuc Sandra Tzuc's Capital Choice Financial Experience August 2010 - December 2010
Job Associate Trainer at Panera Bread
Industry Retail
Experience
Panera Bread November 2012 - June 2015
Chipotle Mexican Grill February 2014 - November 2014
Alamo Wireless / Olmos Park Postal February 2011 - March 2012
Capital Choice Financial August 2010 - December 2010
KC POSTAL SERVICES October 2009 - December 2010
99 Cents Only Stores March 2008 - July 2008
University of the Incarnate Word June 2007 - November 2007
Skills
Merchandising, Retail, Customer Service, Inventory Management, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cashiering, Shipping, Packing
Education
San Antonio College 2011 — 2013
Registered Nursing/Registered Nurse
South Texas College 2009 — 2010
Registered Nursing/Registered Nurse
University of the Incarnate Word 2007 — 2008
Registered Nursing/Registered Nurse
James Nikki Rowe High School High School
Graduate
Panera Bread November 2012 - June 2015
Chipotle Mexican Grill February 2014 - November 2014
Alamo Wireless / Olmos Park Postal February 2011 - March 2012
Capital Choice Financial August 2010 - December 2010
KC POSTAL SERVICES October 2009 - December 2010
99 Cents Only Stores March 2008 - July 2008
University of the Incarnate Word June 2007 - November 2007
Skills
Merchandising, Retail, Customer Service, Inventory Management, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cashiering, Shipping, Packing
Education
San Antonio College 2011 — 2013
Registered Nursing/Registered Nurse
South Texas College 2009 — 2010
Registered Nursing/Registered Nurse
University of the Incarnate Word 2007 — 2008
Registered Nursing/Registered Nurse
James Nikki Rowe High School High School
Graduate
Brian Albo's Capital Choice Financial Experience October 2006 - April 2007
Job With determination, commitment and patience, all is possible
Industry International Affairs
Experience
JL-Security March 2014 - Present
Mercury Payment Systems July 2013 - December 2013
Fort Lewis College International Programs Office August 2012 - April 2013
El Centro de Muchos Colores HIspanic Resource Center August 2012 - April 2013
Capital Choice Financial October 2006 - April 2007
Skills
Microsoft Office, International Education, Experienced Traveler, French, Spanish, Cultural Awareness, Graphic Design, Art, Internet, Strategic Planning, Marketing, Microsoft Excel, Outlook, International Business, International Relations, Public Speaking, Customer Service
Education
Fort Lewis College 2009 — 2013
International Business, accounting, economics, marketing, strategic management, info systems, french, spanish
Universidad de Malaga 2011 — 2012
Bachelor of Arts (B.A.), International Business, Junior
JL-Security March 2014 - Present
Mercury Payment Systems July 2013 - December 2013
Fort Lewis College International Programs Office August 2012 - April 2013
El Centro de Muchos Colores HIspanic Resource Center August 2012 - April 2013
Capital Choice Financial October 2006 - April 2007
Skills
Microsoft Office, International Education, Experienced Traveler, French, Spanish, Cultural Awareness, Graphic Design, Art, Internet, Strategic Planning, Marketing, Microsoft Excel, Outlook, International Business, International Relations, Public Speaking, Customer Service
Education
Fort Lewis College 2009 — 2013
International Business, accounting, economics, marketing, strategic management, info systems, french, spanish
Universidad de Malaga 2011 — 2012
Bachelor of Arts (B.A.), International Business, Junior
Rick Godfrey's Capital Choice Financial Experience January 2009 - Present
Job Dave Ramsey Endorsed Local Provider (ELP) at Capital Choice Financial Group
Industry Financial Services
Experience
Dave Ramsey - Lampo Group 2012 - Present
Capital Choice Financial January 2009 - Present
Financial Services Industry 1994 - 2005
Skills
Investments, Fixed Annuities, IRAs, Term Life Insurance, Securities, Series 6, Mutual Funds, Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Long-term Care, Financial Planning, Strategic Financial..., Variable Annuities, Small Business, Disability Insurance, Strategic Planning, Wealth Management, Budgets, Asset Management, Series 63, 401k Rollovers, Roth IRA, Personal Financial..., FINRA, Sales, Securities License, Traditional IRA, Debt Management, Retirement Planning
Education
Abilene Christian University
Dave Ramsey - Lampo Group 2012 - Present
Capital Choice Financial January 2009 - Present
Financial Services Industry 1994 - 2005
Skills
Investments, Fixed Annuities, IRAs, Term Life Insurance, Securities, Series 6, Mutual Funds, Insurance, 401k, Finance, Long Term Care Insurance, Life Insurance, Long-term Care, Financial Planning, Strategic Financial..., Variable Annuities, Small Business, Disability Insurance, Strategic Planning, Wealth Management, Budgets, Asset Management, Series 63, 401k Rollovers, Roth IRA, Personal Financial..., FINRA, Sales, Securities License, Traditional IRA, Debt Management, Retirement Planning
Education
Abilene Christian University
Marilyn Poindexter Marilyn Poindexter's Capital Choice Financial Experience January 2015 - Present
Job Marketing Associate at Capital Choice Financial
Industry Investment Management
Experience
Capital Choice Financial January 2015 - Present
Primerica October 2009 - December 2014
Primerica 2009 - December 2014
Logan Hocking Schools February 2004 - June 2009
US Census Bureau January 1998 - August 2000
Skills
Investments, Insurance, Debt Management, Money, Debt, Teaching, Debt Elimination, Retirement, Term Life Insurance, Staff Development, Customer Service, Budgeting, Annuities, Mutual Funds, IRA's, Financial Education, Series 6, Securities, Roth IRA, Annuity, Insurance Planning, Wealth Accumulation, Retirement Planning, 401k, Wealth, Financial Planning, Estate Planning, Employee Benefits, Wealth Management, Group Benefits, Fixed Annuities, Savings, Asset Management, Income Protection, Small Business, Retirement Savings, Asset Protection, Funding, Asset, Portfolio Management, Mentoring, Investment Strategies, Credit, Financial Analysis, Asset Allocation, Coaching, Customer Relations, Equities, Team Building, Variable Annuities
Education
The University of Akron 1979 — 1983
Bachelor of Science, Education
St, Marys Memorial High School 1975 — 1979
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Capital Choice Financial January 2015 - Present
Primerica October 2009 - December 2014
Primerica 2009 - December 2014
Logan Hocking Schools February 2004 - June 2009
US Census Bureau January 1998 - August 2000
Skills
Investments, Insurance, Debt Management, Money, Debt, Teaching, Debt Elimination, Retirement, Term Life Insurance, Staff Development, Customer Service, Budgeting, Annuities, Mutual Funds, IRA's, Financial Education, Series 6, Securities, Roth IRA, Annuity, Insurance Planning, Wealth Accumulation, Retirement Planning, 401k, Wealth, Financial Planning, Estate Planning, Employee Benefits, Wealth Management, Group Benefits, Fixed Annuities, Savings, Asset Management, Income Protection, Small Business, Retirement Savings, Asset Protection, Funding, Asset, Portfolio Management, Mentoring, Investment Strategies, Credit, Financial Analysis, Asset Allocation, Coaching, Customer Relations, Equities, Team Building, Variable Annuities
Education
The University of Akron 1979 — 1983
Bachelor of Science, Education
St, Marys Memorial High School 1975 — 1979
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Emrick Ensey II Emrick Ensey II's Capital Choice Financial Experience August 2010 - August 2011
Job Tax Consultant at Paradigm National Consultants LP DBA Paradigm Partners
Industry Marketing and Advertising
Experience
Paradigm National Consultants LP DBA Paradigm Partners October 2010 - Present
Marketing and Sales Specialists June 2010 - Present
Capital Choice Financial Group August 2011 - August 2012
Capital Choice Financial August 2010 - August 2011
TK Sales August 2009 - May 2010
Skills
Account Management, Business Development, Business Planning, Customer Service, Contract Negotiation, Insurance, Strategic Planning, Fixed Annuities, Marketing, Team Leadership, Sales, Microsoft Office, Negotiation, Sales Management, PowerPoint, Team Building, Marketing Strategy
Education
University of Phoenix 2009 — 2012
Marketing/Business Management, Business, Management, Marketing, and Related Support Services
Paradigm National Consultants LP DBA Paradigm Partners October 2010 - Present
Marketing and Sales Specialists June 2010 - Present
Capital Choice Financial Group August 2011 - August 2012
Capital Choice Financial August 2010 - August 2011
TK Sales August 2009 - May 2010
Skills
Account Management, Business Development, Business Planning, Customer Service, Contract Negotiation, Insurance, Strategic Planning, Fixed Annuities, Marketing, Team Leadership, Sales, Microsoft Office, Negotiation, Sales Management, PowerPoint, Team Building, Marketing Strategy
Education
University of Phoenix 2009 — 2012
Marketing/Business Management, Business, Management, Marketing, and Related Support Services
Brian Langley Brian Langley's Capital Choice Financial Experience December 2011 - Present
Job Honest, Hardworking, Here to Help!
Industry Financial Services
Experience
Dave Ramsey August 2014 - Present
Capital Choice Financial December 2011 - Present
US Navy August 1992 - September 2007
Skills
Retirement, Term Life Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Customer Service, Investments, Microsoft Office, Long-term Care, Long Term Care Insurance, Financial Planning, Small Business, Debt Elimination, Navy, Mortgage Lending, Leadership, Finance, Insurance, Personal Budgeting
Education
Regent University 2012 — 2015
Psychology
Eastern Shore Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Woodland Senior High School 1989 — 1992
High School, Music, Drama
Dave Ramsey August 2014 - Present
Capital Choice Financial December 2011 - Present
US Navy August 1992 - September 2007
Skills
Retirement, Term Life Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Customer Service, Investments, Microsoft Office, Long-term Care, Long Term Care Insurance, Financial Planning, Small Business, Debt Elimination, Navy, Mortgage Lending, Leadership, Finance, Insurance, Personal Budgeting
Education
Regent University 2012 — 2015
Psychology
Eastern Shore Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.0
Woodland Senior High School 1989 — 1992
High School, Music, Drama
Justen Hunt Justen Hunt's Capital Choice Financial Experience March 2010 - April 2014
Job Sales
Industry Retail
Experience
Verizon Wireless August 2015 - Present
Verizon June 2014 - July 2015
hhgregg June 2013 - June 2014
Capital Choice Financial March 2010 - April 2014
JPMorgan Chase February 2012 - January 2013
U.S. Cellular February 2011 - February 2012
Skills
Sales&Marketing, Communicative Skills, Problem Solving, Coaching, Managing Associates, Exceptional public..., Recruitment Training, Customer Service..., Licensed Life Insurance..., Sales, Sales Management, Leadership, Recruiting, Customer Service, Life Insurance, Customer Retention, Risk Management, Term Life Insurance, Retail, Property & Casualty..., Reporting & Analysis, Customer Experience, Direct Sales, Microsoft Excel, Microsoft Word, Cross Selling, Marketing, Insurance
Education
Moraine Valley Community College 2001 — 2002
Computer Systems Networking and Telecommunications
Verizon Wireless August 2015 - Present
Verizon June 2014 - July 2015
hhgregg June 2013 - June 2014
Capital Choice Financial March 2010 - April 2014
JPMorgan Chase February 2012 - January 2013
U.S. Cellular February 2011 - February 2012
Skills
Sales&Marketing, Communicative Skills, Problem Solving, Coaching, Managing Associates, Exceptional public..., Recruitment Training, Customer Service..., Licensed Life Insurance..., Sales, Sales Management, Leadership, Recruiting, Customer Service, Life Insurance, Customer Retention, Risk Management, Term Life Insurance, Retail, Property & Casualty..., Reporting & Analysis, Customer Experience, Direct Sales, Microsoft Excel, Microsoft Word, Cross Selling, Marketing, Insurance
Education
Moraine Valley Community College 2001 — 2002
Computer Systems Networking and Telecommunications
Lisa Hejny Lisa Hejny's Capital Choice Financial Experience 2005 - 2011
Job Agent at Jerry Hejny Insurance Agency
Industry Insurance
Experience
Jerry Hejny Insurance Agency December 2007 - Present
Capital Choice Financial 2005 - 2011
DSBWorldWide Inc. April 2002 - November 2007
Education
Austin College 2000 — 2002
B.A., Math
Jerry Hejny Insurance Agency December 2007 - Present
Capital Choice Financial 2005 - 2011
DSBWorldWide Inc. April 2002 - November 2007
Education
Austin College 2000 — 2002
B.A., Math
Renee Lockhart's Capital Choice Financial Experience January 2003 - September 2008
Job Customer Care Supervisor at AmerisourceBergen
Industry Recreational Facilities and Services
Experience
AmerisourceBergen January 2015 - Present
Bolingbrook Park District October 2011 - Present
First Transit Inc. July 2005 - April 2010
Capital Choice Financial January 2003 - September 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Social Media, Public Speaking, Budgets, Public Relations, Strategic Planning, Team Building, Leadership, Coaching, Customer Satisfaction, Time Management, Management
Education
Northeastern Illinois University 1979 — 1983
Bachelor of Arts (B.A.), Sociology
AmerisourceBergen January 2015 - Present
Bolingbrook Park District October 2011 - Present
First Transit Inc. July 2005 - April 2010
Capital Choice Financial January 2003 - September 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Event Management, Social Media, Public Speaking, Budgets, Public Relations, Strategic Planning, Team Building, Leadership, Coaching, Customer Satisfaction, Time Management, Management
Education
Northeastern Illinois University 1979 — 1983
Bachelor of Arts (B.A.), Sociology
Reyna Orta Reyna Orta's Capital Choice Financial Experience August 2009 - March 2011
Job Realtor at Century 21 United Brokers
Industry Real Estate
Experience
Century 21 United Brokers February 2012 - Present
Century 21 Award March 2010 - January 2012
Capital Choice Financial August 2009 - March 2011
Century 21 United Brokers 2008 - 2008
Wells Fargo Home Mortgage January 2004 - December 2005
Conseco Finance May 1999 - June 2002
Provident Home & Loans 1996 - 1999
Skills
Real Estate Investment, Real Estate Finance, Insurance Planning, Real Estate, REO, First Time Home Buyers, Short Sales, Foreclosures, FHA, Investors, Sellers, Mortgage Lending, Referrals, Relocation, Refinance, Residential Homes, HUD, Condos, Investment Properties
Education
Chaffey College 1989 — 1991
Real Estate
Alta Loma High School 1984 — 1988
General
Century 21 United Brokers February 2012 - Present
Century 21 Award March 2010 - January 2012
Capital Choice Financial August 2009 - March 2011
Century 21 United Brokers 2008 - 2008
Wells Fargo Home Mortgage January 2004 - December 2005
Conseco Finance May 1999 - June 2002
Provident Home & Loans 1996 - 1999
Skills
Real Estate Investment, Real Estate Finance, Insurance Planning, Real Estate, REO, First Time Home Buyers, Short Sales, Foreclosures, FHA, Investors, Sellers, Mortgage Lending, Referrals, Relocation, Refinance, Residential Homes, HUD, Condos, Investment Properties
Education
Chaffey College 1989 — 1991
Real Estate
Alta Loma High School 1984 — 1988
General
Elizabeth Speck's Capital Choice Financial Experience July 2013 - Present
Job 7th Grade Math teacher at Morenci Unit School
Industry Education Management
Experience
Morenci Unit School June 2014 - Present
Capital Choice Financial July 2013 - Present
Self Employed May 2013 - Present
Herbalife May 2012 - March 2013
US Army February 2011 - October 2012
US Army March 2005 - October 2012
University of Maryland University College Europeland univers January 1990 - May 2011
Skills
Research, Project Planning, Strategic Planning, Leadership Development, Team Building, Training, Public Speaking, Teaching, Policy, Government, Operations Management, Leadership, Program Management, Proposal Writing, Team Leadership, Coaching, Customer Service, Organizational..., Process Improvement, Project Management, Nonprofits, Microsoft Office, PowerPoint, Security Clearance, Program Development, Management Consulting, Teamwork, Strategic Communications, Analysis, Data Analysis, Staff Development, Budgets, Community Outreach, Fundraising
Education
State University of New York at Buffalo 1981 — 1985
Bachelor's degree, Mathematics and Education
Morenci Unit School June 2014 - Present
Capital Choice Financial July 2013 - Present
Self Employed May 2013 - Present
Herbalife May 2012 - March 2013
US Army February 2011 - October 2012
US Army March 2005 - October 2012
University of Maryland University College Europeland univers January 1990 - May 2011
Skills
Research, Project Planning, Strategic Planning, Leadership Development, Team Building, Training, Public Speaking, Teaching, Policy, Government, Operations Management, Leadership, Program Management, Proposal Writing, Team Leadership, Coaching, Customer Service, Organizational..., Process Improvement, Project Management, Nonprofits, Microsoft Office, PowerPoint, Security Clearance, Program Development, Management Consulting, Teamwork, Strategic Communications, Analysis, Data Analysis, Staff Development, Budgets, Community Outreach, Fundraising
Education
State University of New York at Buffalo 1981 — 1985
Bachelor's degree, Mathematics and Education
Lynne Harris Lynne Harris's Capital Choice Financial Experience September 1995 - Present
Job Insurance Producer at Capital Choice Financial
Industry Real Estate
Experience
LaHarris Consortium January 2000 - Present
Coldwell Banker Residential Brokerage December 1997 - Present
Capital Choice Financial September 1995 - Present
Jewel Food Stores September 1968 - September 1995
Education
Mt. Carmel Ministries 2000 — 2001
Biblical Counseling
Roosevelt University 1968 — 1969
Psychology
LaHarris Consortium January 2000 - Present
Coldwell Banker Residential Brokerage December 1997 - Present
Capital Choice Financial September 1995 - Present
Jewel Food Stores September 1968 - September 1995
Education
Mt. Carmel Ministries 2000 — 2001
Biblical Counseling
Roosevelt University 1968 — 1969
Psychology
Max Mawhirter, CCP Max Mawhirter, CCP's Capital Choice Financial Experience January 2008 - June 2013
Job Client Advisor at Profiles International
Industry Human Resources
Experience
Profiles International June 2013 - Present
Profiles International June 2013 - Present
Fellowship Of The Sword 2006 - 2014
Capital Choice Financial January 2008 - June 2013
Skills
Marketing, Public Speaking, Small Business, Team Building, Sales, Leadership, Coaching, Training, People Skills, Strategic Planning, Team Leadership, Customer Satisfaction, Engaging Speaker, Mentoring, Leadership Development, Entrepreneurship, Personal Training, New Business Development, Management, Sales Management, Account Management, Sales Operations, Customer Retention, Selling, Strategic Partnerships, Executive Coaching
Education
Abilene Christian University 1981 — 1985
Bachelor of Arts, Public Relations/Mass Communications
Ulysses High School 1977 — 1981
Profiles International June 2013 - Present
Profiles International June 2013 - Present
Fellowship Of The Sword 2006 - 2014
Capital Choice Financial January 2008 - June 2013
Skills
Marketing, Public Speaking, Small Business, Team Building, Sales, Leadership, Coaching, Training, People Skills, Strategic Planning, Team Leadership, Customer Satisfaction, Engaging Speaker, Mentoring, Leadership Development, Entrepreneurship, Personal Training, New Business Development, Management, Sales Management, Account Management, Sales Operations, Customer Retention, Selling, Strategic Partnerships, Executive Coaching
Education
Abilene Christian University 1981 — 1985
Bachelor of Arts, Public Relations/Mass Communications
Ulysses High School 1977 — 1981
Joe Holloway Joe Holloway's Capital Choice Financial Experience January 2003 - January 2014
Job Self Employed
Industry Professional Training & Coaching
Experience
American Media LLC June 2015 - Present
Capital Choice Financial January 2003 - January 2014
Primerica August 1984 - January 2003
Drums Lakeview Resort January 1995 - September 1996
Skills
Public Speaking, Leadership, Leadership Development, Strategic Planning, Nonprofits, Fundraising, Team Building, Teaching, Sales, Coaching
Education
San Antonio College 1984 — 1985
Economics, Computers, Psychology
Edna High School 1979 — 1983
Graduated 1983, Athletics, Psychology, Free Enterprise
American Media LLC June 2015 - Present
Capital Choice Financial January 2003 - January 2014
Primerica August 1984 - January 2003
Drums Lakeview Resort January 1995 - September 1996
Skills
Public Speaking, Leadership, Leadership Development, Strategic Planning, Nonprofits, Fundraising, Team Building, Teaching, Sales, Coaching
Education
San Antonio College 1984 — 1985
Economics, Computers, Psychology
Edna High School 1979 — 1983
Graduated 1983, Athletics, Psychology, Free Enterprise
Christopher Bogan Christopher Bogan's Capital Choice Financial Experience
Job Business Mentor at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial
Skills
Leadership Development, Landscaping, Marketing Strategy, Financial Planning, Financial Services, Investments, Life Insurance, Mentoring
Education
Argosy University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Capital Choice Financial
Skills
Leadership Development, Landscaping, Marketing Strategy, Financial Planning, Financial Services, Investments, Life Insurance, Mentoring
Education
Argosy University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Michael J. Ivie, PRM, PMP, MBA's Capital Choice Financial Experience May 2009 - December 2010
Job Executive Finance and Risk Management Consulting Manager at Accenture
Industry Banking
Experience
Accenture October 2013 - Present
Accenture October 2013 - Present
Federal Home Loan Bank of New York November 2012 - October 2013
Federal Home Loan Bank of New York August 2011 - October 2013
Ivie League Capital 2010 - 2013
Gold Unlimited 2010 - 2013
Georgia State University August 2009 - August 2011
Federal Home Loan Bank of Atlanta 2009 - August 2011
Michael Ivie & Associates 2009 - August 2011
Capital Choice Financial May 2009 - December 2010
Skills
Long-term Care, Bloomberg, Insurance, Microsoft Word, Corporate Finance, Risk Management, Investments, Finance, Strategic Financial..., Property & Casualty..., Credit Analysis, Financial Analysis, Microsoft Office, Financial Risk, Financial Reporting, PowerPoint, Portfolio Management, Economics, Microsoft Excel, Forecasting, Analysis, Data Analysis, Outlook, Access, Enterprise Risk, Liquidity Risk, Univariate Analysis, Multivariate Analysis, Visual Basic for..., CMBS, RMBS, ISDA, Project Management, Options, Futures, VAR, Valuation, Enterprise Risk..., Credit, Asset Management, Credit Risk, Trading, Financial Markets, Financial Modeling, Hedge Funds, Fixed Income
Education
Columbia University in the City of New York
Miscellaneous Courses, Mathematics, Computer Science, Finance
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Science (MS), Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Risk Managment & Insurance
Clayton State University
BBA, Finance and Logistics, Magna Cum Laude
Georgia State University
Research Internship- School of Policy Studies, Domestic Credit Markets
Accenture October 2013 - Present
Accenture October 2013 - Present
Federal Home Loan Bank of New York November 2012 - October 2013
Federal Home Loan Bank of New York August 2011 - October 2013
Ivie League Capital 2010 - 2013
Gold Unlimited 2010 - 2013
Georgia State University August 2009 - August 2011
Federal Home Loan Bank of Atlanta 2009 - August 2011
Michael Ivie & Associates 2009 - August 2011
Capital Choice Financial May 2009 - December 2010
Skills
Long-term Care, Bloomberg, Insurance, Microsoft Word, Corporate Finance, Risk Management, Investments, Finance, Strategic Financial..., Property & Casualty..., Credit Analysis, Financial Analysis, Microsoft Office, Financial Risk, Financial Reporting, PowerPoint, Portfolio Management, Economics, Microsoft Excel, Forecasting, Analysis, Data Analysis, Outlook, Access, Enterprise Risk, Liquidity Risk, Univariate Analysis, Multivariate Analysis, Visual Basic for..., CMBS, RMBS, ISDA, Project Management, Options, Futures, VAR, Valuation, Enterprise Risk..., Credit, Asset Management, Credit Risk, Trading, Financial Markets, Financial Modeling, Hedge Funds, Fixed Income
Education
Columbia University in the City of New York
Miscellaneous Courses, Mathematics, Computer Science, Finance
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Science (MS), Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Risk Managment & Insurance
Clayton State University
BBA, Finance and Logistics, Magna Cum Laude
Georgia State University
Research Internship- School of Policy Studies, Domestic Credit Markets
Linda W Premo's Capital Choice Financial Experience August 2005 - Present
Job Registered Representative at CCF Investments, Inc.
Industry Financial Services
Experience
Dave Ramsey - Lampo Group August 2012 - Present
CCF Investments, Inc. 2007 - Present
Capital Choice Financial August 2005 - Present
Centenary United Methodist Church 1998 - Present
Jeffrey L Premo, PA 1989 - Present
Skills
Fixed Annuities, Mutual Funds, Series 6, Retirement, Long-term Care, Term Life Insurance, IRAs, Securities, Retirement Planning, Customer Service, FINRA, Disability Insurance, Insurance, Investments, Wealth Management, 401k, Series 63, New Business Development, Strategic Planning, Small Business, Strategic Financial..., Financial Planning
Education
Eastern Kentucky University 1972 — 1973
Master's, English
Asbury College 1968 — 1972
B.A., English
Dave Ramsey - Lampo Group August 2012 - Present
CCF Investments, Inc. 2007 - Present
Capital Choice Financial August 2005 - Present
Centenary United Methodist Church 1998 - Present
Jeffrey L Premo, PA 1989 - Present
Skills
Fixed Annuities, Mutual Funds, Series 6, Retirement, Long-term Care, Term Life Insurance, IRAs, Securities, Retirement Planning, Customer Service, FINRA, Disability Insurance, Insurance, Investments, Wealth Management, 401k, Series 63, New Business Development, Strategic Planning, Small Business, Strategic Financial..., Financial Planning
Education
Eastern Kentucky University 1972 — 1973
Master's, English
Asbury College 1968 — 1972
B.A., English
Clarence G. Bennett's Capital Choice Financial Experience August 2010 - Present
Job Marketing Director at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial August 2010 - Present
CGB Financial Group January 2006 - Present
Western & Southern Financial Group December 2002 - January 2006
Education
Louisiana State University 1998 — 2004
Economics
Georgia State University - J. Mack Robinson College of Business
Economics
Capital Choice Financial August 2010 - Present
CGB Financial Group January 2006 - Present
Western & Southern Financial Group December 2002 - January 2006
Education
Louisiana State University 1998 — 2004
Economics
Georgia State University - J. Mack Robinson College of Business
Economics
Robert (Bob) & Carla Burnett Robert (Bob) & Carla Burnett's Capital Choice Financial Experience April 2003 - Present
Job at
Industry Financial Services
Experience
Columblus State Community College July 2011 - Present
Capital Choice Financial April 2003 - Present
Department of Veterans Affairs 2006 - 2008
Education
University of Detroit Mercy 1988 — 1999
MALS/BS, Leadership
Columblus State Community College July 2011 - Present
Capital Choice Financial April 2003 - Present
Department of Veterans Affairs 2006 - 2008
Education
University of Detroit Mercy 1988 — 1999
MALS/BS, Leadership
Vicki Hereford's Capital Choice Financial Experience 1997 - 2009
Job Chief Financial Officer / Dean, School of Business Administration at Legacy Christian University
Industry Education Management
Experience
Legacy Christian University May 2014 - Present
Liberty University Online July 2011 - Present
Virginia College January 2011 - May 2012
General Agent - AL and FL; Primarily Affiliated with Midland National Life Insurance Company August 1997 - Present
University of North Florida May 2011 - May 2013
Virginia College January 2011 - January 2013
Capital Choice Financial 1997 - 2009
Barnett Banks, Inc. August 1988 - May 1998
Skills
Program Management, Insurance, Retirement Planning, Strategic Planning, Team Building, Public Speaking, Securities, Budgets, Business Planning, Entrepreneurship, Financial Analysis, Mutual Funds, Corporate Finance, Finance, Life Insurance, Account Management, Customer Service, Retirement, Operations Management, Coaching, Project Management, Analysis, Higher Education, Managerial Finance, Forecasting, Investments, Marketing, Leadership, Management, Portfolio Management, Training, Sales, Leadership Development, Nonprofits
Education
Jacksonville University 2006 — 2007
Post-Grad Fin Certificate, Finance
University of North Florida - College of Business Administration 1985 — 1988
MBA, Finance
Andrew Jackson Senior High
Diploma, College Prep
Legacy Christian University May 2014 - Present
Liberty University Online July 2011 - Present
Virginia College January 2011 - May 2012
General Agent - AL and FL; Primarily Affiliated with Midland National Life Insurance Company August 1997 - Present
University of North Florida May 2011 - May 2013
Virginia College January 2011 - January 2013
Capital Choice Financial 1997 - 2009
Barnett Banks, Inc. August 1988 - May 1998
Skills
Program Management, Insurance, Retirement Planning, Strategic Planning, Team Building, Public Speaking, Securities, Budgets, Business Planning, Entrepreneurship, Financial Analysis, Mutual Funds, Corporate Finance, Finance, Life Insurance, Account Management, Customer Service, Retirement, Operations Management, Coaching, Project Management, Analysis, Higher Education, Managerial Finance, Forecasting, Investments, Marketing, Leadership, Management, Portfolio Management, Training, Sales, Leadership Development, Nonprofits
Education
Jacksonville University 2006 — 2007
Post-Grad Fin Certificate, Finance
University of North Florida - College of Business Administration 1985 — 1988
MBA, Finance
Andrew Jackson Senior High
Diploma, College Prep
Charles McCulloch's Capital Choice Financial Experience October 2008 - December 2014
Job Mortgage Banker at Texas Bank Mortgage
Industry Financial Services
Experience
Texas Bank Mortgage May 2015 - Present
McCulloch & Associates October 2008 - Present
Capital Choice Financial October 2008 - December 2014
Time Warner Cable September 2012 - October 2013
The Dwyer Group March 2008 - October 2008
Vector Marketing November 2005 - March 2008
Methodist Children's Home March 2005 - March 2008
Skills
Marketing, Leadership, Sales, Customer Service, Strategic Planning, Team Building, Management, New Business Development, Sales Management, Coaching, Training, Direct Sales, Marketing Strategy, Small Business, Public Speaking, Entrepreneurship, Cold Calling, Team Leadership, Public Relations, Insurance, Business Planning, Market Analysis, Event Management, Event Planning, Microsoft Excel, Budgets, Microsoft Office, Business Strategy, Leadership Development, Microsoft Word, Start-ups, Salesforce.com, Time Management, Teaching, Recruiting, Sales Process, Mortgage Banking, Financial Services, Life Insurance, Tax Preparation, Budgeting, Financial Planning, Mortgage Lending, Mortgage Industry, Term Life Insurance, Personal Development, Personal Income Tax..., Mutual Funds, Indexed Annuities, Variable Annuities
Education
Mclennan Community College
People
Texas Bank Mortgage May 2015 - Present
McCulloch & Associates October 2008 - Present
Capital Choice Financial October 2008 - December 2014
Time Warner Cable September 2012 - October 2013
The Dwyer Group March 2008 - October 2008
Vector Marketing November 2005 - March 2008
Methodist Children's Home March 2005 - March 2008
Skills
Marketing, Leadership, Sales, Customer Service, Strategic Planning, Team Building, Management, New Business Development, Sales Management, Coaching, Training, Direct Sales, Marketing Strategy, Small Business, Public Speaking, Entrepreneurship, Cold Calling, Team Leadership, Public Relations, Insurance, Business Planning, Market Analysis, Event Management, Event Planning, Microsoft Excel, Budgets, Microsoft Office, Business Strategy, Leadership Development, Microsoft Word, Start-ups, Salesforce.com, Time Management, Teaching, Recruiting, Sales Process, Mortgage Banking, Financial Services, Life Insurance, Tax Preparation, Budgeting, Financial Planning, Mortgage Lending, Mortgage Industry, Term Life Insurance, Personal Development, Personal Income Tax..., Mutual Funds, Indexed Annuities, Variable Annuities
Education
Mclennan Community College
People
Judith stephens's Capital Choice Financial Experience October 2006 - Present
Job Independent Agent at Capital Choice Financial
Industry Consumer Services
Experience
DTAG September 2007 - Present
Capital Choice Financial October 2006 - Present
Hertz (Dollar Thrifty Rental Car Company) May 2004 - Present
Dollar, Thrifty, Automotive Group, Inc. April 2004 - September 2007
Skills
Budgets, Negotiation, Management, Event Planning, Training, Research, Customer Service, Public Speaking, Customer Satisfaction, Recruiting, Sales Management, Coaching, Account Management, Databases, Nonprofits, Team Building, Project Management, Social Media Marketing, Life Insurance, Employee Benefits, Call Centers, Strategic Planning, Process Improvement, Claim, Microsoft Excel, Interviews, Sales, Team Leadership, PowerPoint, Public Relations, Social Media, Access, Insurance, Employee Relations, Leadership, Microsoft Office, Fixed Annuities, Marketing, Marketing Strategy, Microsoft Word, Outlook
Education
Tulsa Community College 2001 — 2004
Associate, Human Services, Family and Children
McLAIN High School, Tulsa, Ok. Tulsa Community College, Tulsa,Ok. 1967 — 1970
Human Services, Family and Children. Associates Degree. , Business, Fashion, Human Services Family and Childrens, Chemical dependency, counceling, domestic abu
DTAG September 2007 - Present
Capital Choice Financial October 2006 - Present
Hertz (Dollar Thrifty Rental Car Company) May 2004 - Present
Dollar, Thrifty, Automotive Group, Inc. April 2004 - September 2007
Skills
Budgets, Negotiation, Management, Event Planning, Training, Research, Customer Service, Public Speaking, Customer Satisfaction, Recruiting, Sales Management, Coaching, Account Management, Databases, Nonprofits, Team Building, Project Management, Social Media Marketing, Life Insurance, Employee Benefits, Call Centers, Strategic Planning, Process Improvement, Claim, Microsoft Excel, Interviews, Sales, Team Leadership, PowerPoint, Public Relations, Social Media, Access, Insurance, Employee Relations, Leadership, Microsoft Office, Fixed Annuities, Marketing, Marketing Strategy, Microsoft Word, Outlook
Education
Tulsa Community College 2001 — 2004
Associate, Human Services, Family and Children
McLAIN High School, Tulsa, Ok. Tulsa Community College, Tulsa,Ok. 1967 — 1970
Human Services, Family and Children. Associates Degree. , Business, Fashion, Human Services Family and Childrens, Chemical dependency, counceling, domestic abu
Moses Hejny's Capital Choice Financial Experience June 2004 - May 2014
Job Agent at Hejny Insurance Agency
Industry Insurance
Experience
Hejny Insurance Agency January 2010 - Present
Hejny Insurance Agency May 2003 - Present
Capital Choice Financial June 2004 - May 2014
US Navy June 1998 - May 2003
Skills
Strategic Planning, Insurance, Customer Service, New Business Development, Sales Management, Team Building, Microsoft Office, Marketing, Negotiation, Microsoft Excel, Marketing Strategy, Budgets, Sales, Business Strategy, Account Management, Project Management, Risk Management, Team Leadership, Social Media, Term Life Insurance, Casualty, Management, Small Business, Contract Negotiation, Leadership, Commercial Insurance, Coaching, Long-term Care, Disability Insurance, Training, Long Term Care Insurance, Homeowners, Commercial Lines, Fixed Annuities, Life Insurance, Inland Marine, Customer Satisfaction, Operations Management, Property & Casualty..., Umbrella Insurance, Workers Compensation, Professional Liability
Education
Southeastern Oklahoma State University 2003 — 2007
BBA, Fianace
Hejny Insurance Agency January 2010 - Present
Hejny Insurance Agency May 2003 - Present
Capital Choice Financial June 2004 - May 2014
US Navy June 1998 - May 2003
Skills
Strategic Planning, Insurance, Customer Service, New Business Development, Sales Management, Team Building, Microsoft Office, Marketing, Negotiation, Microsoft Excel, Marketing Strategy, Budgets, Sales, Business Strategy, Account Management, Project Management, Risk Management, Team Leadership, Social Media, Term Life Insurance, Casualty, Management, Small Business, Contract Negotiation, Leadership, Commercial Insurance, Coaching, Long-term Care, Disability Insurance, Training, Long Term Care Insurance, Homeowners, Commercial Lines, Fixed Annuities, Life Insurance, Inland Marine, Customer Satisfaction, Operations Management, Property & Casualty..., Umbrella Insurance, Workers Compensation, Professional Liability
Education
Southeastern Oklahoma State University 2003 — 2007
BBA, Fianace
Edward Seay's Capital Choice Financial Experience January 2009 - Present
Job Dave Ramsey ELP
Industry Financial Services
Experience
Capital Choice Financial January 2009 - Present
Capital Choice Financial Services January 2009 - Present
NDCHealth 1999 - 2002
Skills
Mutual Funds, Term Life Insurance, Fixed Annuities, Investments, Long-term Care, Wealth Management, Variable Annuities, Life Insurance, Retirement Planning, Public Speaking, Small Business, Retirement, Insurance, Strategic Financial..., Series 63, Securities, IRAs, Series 6, 401k, Finance, Financial Analysis, Disability Insurance
Education
Berea College 1991 — 1995
bs, accounting
Capital Choice Financial January 2009 - Present
Capital Choice Financial Services January 2009 - Present
NDCHealth 1999 - 2002
Skills
Mutual Funds, Term Life Insurance, Fixed Annuities, Investments, Long-term Care, Wealth Management, Variable Annuities, Life Insurance, Retirement Planning, Public Speaking, Small Business, Retirement, Insurance, Strategic Financial..., Series 63, Securities, IRAs, Series 6, 401k, Finance, Financial Analysis, Disability Insurance
Education
Berea College 1991 — 1995
bs, accounting
Judith Breedlove's Capital Choice Financial Experience
Job Associate at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial
Skills
PowerPoint, Microsoft Excel
Education
Medtech College-Atlanta-DeKalb Campus
Associate's degree
Park University
Capital Choice Financial
Skills
PowerPoint, Microsoft Excel
Education
Medtech College-Atlanta-DeKalb Campus
Associate's degree
Park University
Stan Forester's Capital Choice Financial Experience
Job Reg. Mkt. Dir at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial
Skills
Customer Service, Insurance, Investments, Retirement Planning, Fixed Annuities, Marketing Strategy
Education
Western Carolina University 1970 — 1975
MS
Baylor University 1953 — 1960
BA
Capital Choice Financial
Skills
Customer Service, Insurance, Investments, Retirement Planning, Fixed Annuities, Marketing Strategy
Education
Western Carolina University 1970 — 1975
MS
Baylor University 1953 — 1960
BA
Ronald Hinch's Capital Choice Financial Experience February 2002 - Present
Job Regional Marketing Director at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial February 2002 - Present
Skills
Public Relations, Management, IRAs, Fixed Annuities, Sales Management, Retirement Planning, 401k, Term Life Insurance, Team Building, Long-term Care, Retirement, Life Insurance, Series 6, Variable Annuities, Insurance
Education
Franciscan University of Steubenville 1973 — 1976
BS, Business Management, Accounting, Economics
Capital Choice Financial February 2002 - Present
Skills
Public Relations, Management, IRAs, Fixed Annuities, Sales Management, Retirement Planning, 401k, Term Life Insurance, Team Building, Long-term Care, Retirement, Life Insurance, Series 6, Variable Annuities, Insurance
Education
Franciscan University of Steubenville 1973 — 1976
BS, Business Management, Accounting, Economics
SHIRLEY ROQUE's Capital Choice Financial Experience November 2011 - Present
Job rep at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial November 2011 - Present
McBOSS July 2000 - Present
Primerica January 1999 - January 2006
Education
Rutgers University-New Brunswick 1986 — 1988
Bachelor's Degree, ECONOMICS, ACCOUNTING
Capital Choice Financial November 2011 - Present
McBOSS July 2000 - Present
Primerica January 1999 - January 2006
Education
Rutgers University-New Brunswick 1986 — 1988
Bachelor's Degree, ECONOMICS, ACCOUNTING