Capital Choice Financial Services
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Capital Choice Financial Services Employees
Capital Choice Financial Services
Skills
Series 6, Fixed Annuities, IRAs, Retirement Planning, 401k, Retirement, Term Life Insurance, Long-term Care, Mutual Funds, Variable Annuities, Life Insurance, Financial Planners, Disability Insurance, Long Term Care Insurance, Securities, Strategic Financial..., Wealth Management, Financial Services
Education
The University of Southern Mississippi 1970 — 1974
BA, Accounting
Capital Choice Financial Services October 2002 - Present
Skills
Fixed Annuities, Retirement Planning, IRAs, Leadership, Investments, Mutual Funds
Education
The University of Southern Mississippi 1970 — 1974
Bachelor's degree, Accounting
Harriman Financial / Independent Financial Professionals and Cambridge Investment Research, Inc. August 2014 - Present
Capital Choice Financial Services November 1999 - August 2014
Primerica Financial Services June 1983 - November 1999
Oil & Gas Industry June 1986 - February 1993
Amoco Production Company (now BP) August 1981 - June 1986
Skills
Financial Adviser, Retirement Planning, IRAs, 401k, Retirement, Mutual Funds, Long-term Care, Variable Annuities, Fixed Annuities, Term Life Insurance, Disability Insurance, Small Business, Wealth Management, Securities, Strategic Financial..., Investments, Sales Management, Long Term Care Insurance, Software Company Owner, Public Speaking, Coaching, Finance, Asset Managment, Financial Planning..., Wealth Management..., Series 7 - General..., Series 6 - Registered..., Series 63 - Uniform..., Series 26 - Supervisory, Series 65 - Investment..., Group 1 - Life & Health
Education
The Ohio State University 1978 — 1981
B.S. Chemical Engineering, Chemical Engineering
Miami University 1976 — 1978
Biology and Chemstry
Libertyville High School 1971 — 1976
High School Diploma
GD PresidentArmour Sports, Inc2013 - Present
New England Real Estate Resource Group October 2010 - Present
General Dynamics C4 Systems 1995 - Present
Capital Choice Financial Services January 2008 - 2012
Real Estate 2006 - 2010
Skills
Commercial Real Estate, Contract Negotiation, Entrepreneurship, Finance, Investment Properties, Investments, Investors, MS Project, Mortgage Lending, Negotiation, Portfolio Management, Project Management, Program Management, Process Improvement, Risk Management, Real Estate, Property, Single Family Homes, Selling, Sellers, Testing, Team Building, Strategic Planning
Education
Lesley University 2002 — 2003
MSM, Business Management
Wentworth Institute of Technology 1991 — 1995
Bachelor of Engineering (BEng), Mechanical Engineering
Dave Ramsey- Lampo Group 2013 - Present
Capital Choice Financial Services June 2008 - Present
CAPITALChoice Financial Services 2008 - Present
Patterson Oil 2005 - 2008
Patco Handy Stop 2000 - 2005
Skills
Term Life Insurance, IRAs, Fixed Annuities, Series 6, Retirement Planning, Insurance, Long-term Care, 401k, Disability Insurance, Life Insurance, Series 63, Mutual Funds, Retirement, Investments, Finance
Education
Oral Roberts University 1981 — 1982
Hulmes Transportation Services December 2007 - September 2014
MV Transportation October 2006 - December 2007
Mass Services for Seniors July 2002 - October 2006
Capital Choice Financial Services June 2000 - March 2004
MassMutual Financial Group November 1969 - December 1999
Skills
Dispatching, Transportation, LTL, Transportation..., Leadership, Freight, Process Improvement, Staff Development, Change Management, Compensation/Benefit..., Management, Microsoft Office, Strategy, Business Analysis, Mutual Funds, Insurance, Risk Management, Life Insurance
Education
American International College 1970 — 1975
BBA, Management
University of Massachusetts, Amherst 1962 — 1964
A.S., Dairy Technology
Center for Creative Leadership
Certificate, Management course prior to promotion to Senior Officer
Univ of Michigan, Graduate School of Business Management
Certificate, Mid Management
Capital Choice Financial Services infant teacherLittle Scholars IINovember 2007 - Present
CapitalChoice Financial Serivces March 1999 - Present
Education
Kent State University 1971 — 1979
Associates, banking and finance
Capital Choice Financial Services June 2013 - Present
Jackson Hewitt Tax Service Inc. January 2014 - April 2014
HRSS Consulting Group, LLC 2013 - 2014
InDyne October 2008 - December 2011
Space Gateway Support, LLC 2003 - 2008
Skills
Maintenance Management, Preventive Maintenance, Military, Engineering Management, Maintenance & Repair, Continuous Improvement, Six Sigma, Reliability, Operating Budgets, Project Management, Tax Preparation
Education
Florida Institute of Technology 1992 — 1994
BS, Electrical Engineering
Palm Beach Community College 1988 — 1992
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
S Douglas Sample January 2011 - Present
Capital Choice Financial Services March 2000 - February 2011
Primerica Financial Services May 1995 - February 2000
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Life Insurance, Term Life Insurance, Insurance, Investments, Strategic Financial..., Retirement, Securities, Long-term Care, IRAs, Wealth Management, Financial Planners, Sales
Education
Texas State University 1985 — 1989
BBA, Marketing & Management
Victoria College 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
Capital Choice Financial Services 2012 - Present
New York Life Insurance Company 2010 - 2011
Eckler Industries 2001 - 2010
Education
Hanover College 1971 — 1975
BA, Economics