Capital Financial Group
Industry: Company
DescriptionFounded: 1895 Parent organization: Massachusetts Mutual Life Insurance Company
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Capital Financial Group Employees
Employee
Years
Job
Industry
Brad Burcham Brad Burcham's Capital Financial Group Experience November 2005 - Present
Job Financial Advisor at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group November 2005 - Present
Education
The University of Tennessee at Chattanooga 2000 — 2004
Marketing, Finance
Capital Financial Group November 2005 - Present
Education
The University of Tennessee at Chattanooga 2000 — 2004
Marketing, Finance
PAUL RIGNEY PAUL RIGNEY's Capital Financial Group Experience June 2013 - Present
Job Safe Money Retirement Advisor
Industry Insurance
Experience
Capital Financial Group June 2013 - Present
Self-employed July 2008 - Present
Skills
Life Insurance, Financial Services, Fixed Annuities, Insurance, Term Life Insurance, Retirement Planning, Retirement, Health Insurance, Financial Planners, Estate Planning, Wealth Management, Investments
Education
Golden Gate University 1985 — 1987
Master of Business Administration (M.B.A.), Master of Business Administration
Capital Financial Group June 2013 - Present
Self-employed July 2008 - Present
Skills
Life Insurance, Financial Services, Fixed Annuities, Insurance, Term Life Insurance, Retirement Planning, Retirement, Health Insurance, Financial Planners, Estate Planning, Wealth Management, Investments
Education
Golden Gate University 1985 — 1987
Master of Business Administration (M.B.A.), Master of Business Administration
Emma Waugh Emma Waugh's Capital Financial Group Experience June 2005 - July 2008
Job College Information Specialist at Richland School District 2
Industry Education Management
Experience
Richland School District 2 July 2013 - Present
Richland School District 2 August 2012 - June 2013
Richland School District 2 August 2011 - June 2012
University of South Carolina August 2009 - May 2011
Capital Financial Group June 2005 - July 2008
Skills
Qualitative Research, Student Engagement, Research Design, Microsoft Office, Proofreading, Student Leadership, Secondary Education, Project Planning, Youth Mentoring, Student Financial Aid, Writing, Education, College and Career..., College Applications, College Education..., Field Studies, Career Development..., Career Assessment
Education
University of South Carolina-Columbia 2009 — 2011
Master of Arts (M.A.), Cultural Anthropology
University of Miami 2005 — 2009
Bachelor of Arts, Anthropology
Richland School District 2 July 2013 - Present
Richland School District 2 August 2012 - June 2013
Richland School District 2 August 2011 - June 2012
University of South Carolina August 2009 - May 2011
Capital Financial Group June 2005 - July 2008
Skills
Qualitative Research, Student Engagement, Research Design, Microsoft Office, Proofreading, Student Leadership, Secondary Education, Project Planning, Youth Mentoring, Student Financial Aid, Writing, Education, College and Career..., College Applications, College Education..., Field Studies, Career Development..., Career Assessment
Education
University of South Carolina-Columbia 2009 — 2011
Master of Arts (M.A.), Cultural Anthropology
University of Miami 2005 — 2009
Bachelor of Arts, Anthropology
Amy (Mayotte) Loerzel Amy (Mayotte) Loerzel's Capital Financial Group Experience December 2010 - March 2014
Job Producing Sales Manager at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation January 2015 - Present
Hallberg Commercial Insurors, Inc. September 2008 - Present
PNC April 2014 - December 2014
Capital Financial Group December 2010 - March 2014
New Century Mortgage August 1996 - March 2008
Skills
Insurance, Refinance, FHA, Real Estate, Sales, Investment Properties, Finance, Employee Benefits, Customer Service, VA loans, Life Insurance, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Sales Management, Credit Analysis, Underwriting, FHA Financing
Education
Eastern Illinois University 1994 — 1996
Bachelor's degree, Speech Communication, Minor Spanish
University of Iowa 1991 — 1993
English and Spanish
Benet Academy 1987 — 1991
College Preparatory, College Preparatory
Academy Mortgage Corporation January 2015 - Present
Hallberg Commercial Insurors, Inc. September 2008 - Present
PNC April 2014 - December 2014
Capital Financial Group December 2010 - March 2014
New Century Mortgage August 1996 - March 2008
Skills
Insurance, Refinance, FHA, Real Estate, Sales, Investment Properties, Finance, Employee Benefits, Customer Service, VA loans, Life Insurance, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, Sales Management, Credit Analysis, Underwriting, FHA Financing
Education
Eastern Illinois University 1994 — 1996
Bachelor's degree, Speech Communication, Minor Spanish
University of Iowa 1991 — 1993
English and Spanish
Benet Academy 1987 — 1991
College Preparatory, College Preparatory
Deena Tvinnereim's Capital Financial Group Experience January 2008 - July 2009
Job Associate Attorney Barrera Legal Group
Industry Law Practice
Experience
Barrera Legal Group June 2014 - Present
Kootenai County Public Defender August 2013 - June 2014
Ada County July 2012 - August 2013
Federal Public Defender January 2012 - May 2012
Legal Aid Clinic, University of Idaho College of Law August 2011 - December 2011
Dudley, Topper, Feuerzeig, LLP June 2011 - July 2011
Idaho Legal Aid August 2010 - August 2010
Capital Financial Group January 2008 - July 2009
Skills
Legal Research, Marketing, QuickBooks, Budgets, Invoicing, Accounting, Interviews, Public Speaking, Legal Writing, Westlaw, Auditing, Research, Community Outreach, Legal Issues, Criminal Law, Litigation, Nonprofits, Social Media, Mediation, Hearings, Higher Education, Motions, Trials
Education
University of Idaho 2009 — 2012
J.D., Law, Magna Cum Laude
Touro College Jacob D. Fuchsberg Law Center 2010 — 2010
Law
Boise State University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Cum Laude
Sea Education Association 2007 — 2007
Marine Biology and Biological Oceanography
Capital
Barrera Legal Group June 2014 - Present
Kootenai County Public Defender August 2013 - June 2014
Ada County July 2012 - August 2013
Federal Public Defender January 2012 - May 2012
Legal Aid Clinic, University of Idaho College of Law August 2011 - December 2011
Dudley, Topper, Feuerzeig, LLP June 2011 - July 2011
Idaho Legal Aid August 2010 - August 2010
Capital Financial Group January 2008 - July 2009
Skills
Legal Research, Marketing, QuickBooks, Budgets, Invoicing, Accounting, Interviews, Public Speaking, Legal Writing, Westlaw, Auditing, Research, Community Outreach, Legal Issues, Criminal Law, Litigation, Nonprofits, Social Media, Mediation, Hearings, Higher Education, Motions, Trials
Education
University of Idaho 2009 — 2012
J.D., Law, Magna Cum Laude
Touro College Jacob D. Fuchsberg Law Center 2010 — 2010
Law
Boise State University 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Cum Laude
Sea Education Association 2007 — 2007
Marine Biology and Biological Oceanography
Capital
Nathan Sensing Nathan Sensing's Capital Financial Group Experience 2006 - 2007
Job Finance Business Partner at Ferguson Enterprises
Industry Hospital & Health Care
Experience
Ferguson Enterprises December 2014 - Present
Ascension Health August 2012 - December 2014
Comdata September 2011 - December 2011
Nissan North America May 2011 - August 2011
Consolidated Electrical Distributors (CED) Los Angeles 2007 - 2010
CAPITAL FINANCIAL GROUP 2006 - 2007
SMITH BARNEY 2004 - 2004
Skills
Financial Modeling, Forecasting, Business Analysis, Analysis, Valuation, Strategy, Budgets, Portfolio Management, Auditing, Leadership, Management, Financial Analysis, Process Improvement, Microsoft Excel, Data Analysis, Business Objects, Strategic Planning, Analytics, Sales, Access, Strategic Financial..., Business Strategy, Finance, Project Management, Healthcare, Internal Audit
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Corporate Finance/Strategy
Lipscomb University 2003 — 2006
Bachelor of Science, Finance/ Economics, Management
The University of Georgia 2001 — 2003
Montgomery Bell Academy 1995 — 2001
Ferguson Enterprises December 2014 - Present
Ascension Health August 2012 - December 2014
Comdata September 2011 - December 2011
Nissan North America May 2011 - August 2011
Consolidated Electrical Distributors (CED) Los Angeles 2007 - 2010
CAPITAL FINANCIAL GROUP 2006 - 2007
SMITH BARNEY 2004 - 2004
Skills
Financial Modeling, Forecasting, Business Analysis, Analysis, Valuation, Strategy, Budgets, Portfolio Management, Auditing, Leadership, Management, Financial Analysis, Process Improvement, Microsoft Excel, Data Analysis, Business Objects, Strategic Planning, Analytics, Sales, Access, Strategic Financial..., Business Strategy, Finance, Project Management, Healthcare, Internal Audit
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Corporate Finance/Strategy
Lipscomb University 2003 — 2006
Bachelor of Science, Finance/ Economics, Management
The University of Georgia 2001 — 2003
Montgomery Bell Academy 1995 — 2001
David Ethell's Capital Financial Group Experience July 2005 - Present
Job Owner of Capital Financial Group, Financial Advisor
Industry Financial Services
Experience
MDRT September 2014 - Present
Capital Financial Group July 2005 - Present
David Ethell Insurance and Financial Services, Inc. March 1998 - Present
Fresh Bread Ministries March 2012 - March 2012
AFA Congress July 2011 - July 2011
Dominic Russo Ministries July 2011 - July 2011
MDRT January 2010 - December 2010
Skills
Risk Assessment, Insurance Planning, Financial Modeling, Retirement, Investments, Succession Planning, Estate Planning, Public Speaking
Education
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Science, Agriculture
MDRT September 2014 - Present
Capital Financial Group July 2005 - Present
David Ethell Insurance and Financial Services, Inc. March 1998 - Present
Fresh Bread Ministries March 2012 - March 2012
AFA Congress July 2011 - July 2011
Dominic Russo Ministries July 2011 - July 2011
MDRT January 2010 - December 2010
Skills
Risk Assessment, Insurance Planning, Financial Modeling, Retirement, Investments, Succession Planning, Estate Planning, Public Speaking
Education
Cal Poly San Luis Obispo 1984 — 1987
Bachelor of Science, Agriculture
Christopher I. Gomes's Capital Financial Group Experience November 2007 - May 2008
Job SALES PRODUCT SPECIALIST at BDS MARKETING INC.
Industry Financial Services
Experience
Capital Financial Group November 2007 - May 2008
FERRIS, BAKER, WATTS August 2006 - July 2007
PBGC August 2005 - January 2006
Skills
Social Media, Customer Service, Sales, Time Management, Analysis, Management, Software Documentation, Marketing, Social Media Marketing, Event Planning, Event Management, Social Networking, Advertising, Microsoft Office, Public Relations, Photoshop, Marketing Strategy, Facebook, Market Research, Email Marketing, Marketing Communications, Project Management, Public Speaking
Education
Argosy University Los Angeles 2010 — 2015
Bachelors of Applied Science (B.A.Sc.), International Business/Business Administration, 3.0
The Art Institute of California-Los Angeles 2007 — 2010
2010 Associates Degree, Digital Film Media
Capital Financial Group November 2007 - May 2008
FERRIS, BAKER, WATTS August 2006 - July 2007
PBGC August 2005 - January 2006
Skills
Social Media, Customer Service, Sales, Time Management, Analysis, Management, Software Documentation, Marketing, Social Media Marketing, Event Planning, Event Management, Social Networking, Advertising, Microsoft Office, Public Relations, Photoshop, Marketing Strategy, Facebook, Market Research, Email Marketing, Marketing Communications, Project Management, Public Speaking
Education
Argosy University Los Angeles 2010 — 2015
Bachelors of Applied Science (B.A.Sc.), International Business/Business Administration, 3.0
The Art Institute of California-Los Angeles 2007 — 2010
2010 Associates Degree, Digital Film Media
Paul Constantakis Paul Constantakis's Capital Financial Group Experience 1999 - 2000
Job
Industry Information Technology and Services
Experience
BNY Mellon October 2013 - Present
Altegrity Inc December 2007 - September 2013
Constantakis Consulting LLC 2003 - 2007
Jefferson Wells International 2000 - 2003
Capital Financial Group 1999 - 2000
T Rowe Price & Associates 1992 - 1999
Skills
Start-ups, Sarbanes-Oxley Act, SAP R/3, Integration, Strategic Planning, Sarbanes-Oxley, SAP, Risk Management, Change Management, Accounting, Project Management, SAP ERP, Financial Reporting, General Ledger, Internal Controls, Financial Analysis, Finance, Cross-functional Team..., Forecasting, Managerial Finance, IT Strategy, ERP, Business Process, ERP Software, Management, Leadership
Education
Loyola University Maryland
Master of Business Administration (MBA)
Duquesne University
BSBA Accounting
Pittsburgh Central Catholic High School
BNY Mellon October 2013 - Present
Altegrity Inc December 2007 - September 2013
Constantakis Consulting LLC 2003 - 2007
Jefferson Wells International 2000 - 2003
Capital Financial Group 1999 - 2000
T Rowe Price & Associates 1992 - 1999
Skills
Start-ups, Sarbanes-Oxley Act, SAP R/3, Integration, Strategic Planning, Sarbanes-Oxley, SAP, Risk Management, Change Management, Accounting, Project Management, SAP ERP, Financial Reporting, General Ledger, Internal Controls, Financial Analysis, Finance, Cross-functional Team..., Forecasting, Managerial Finance, IT Strategy, ERP, Business Process, ERP Software, Management, Leadership
Education
Loyola University Maryland
Master of Business Administration (MBA)
Duquesne University
BSBA Accounting
Pittsburgh Central Catholic High School
Jon Vogel Jon Vogel's Capital Financial Group Experience February 2013 - Present
Job Financial Macro Manager at CFG, Inc.
Industry Financial Services
Experience
Capital Financial Group February 2013 - Present
Young Life August 2010 - February 2013
Capital Financial Group June 2007 - July 2008
Faith Roofing Company Inc January 2007 - July 2007
Skills
Event Management, Volunteer Management, Public Speaking, Theology, Microsoft Office, Customer Service, Leadership Development, Discipleship, Fundraising, Youth Ministry
Education
Trinity Evangelical Divinity School 2011 — 2012
Theology/Theological Studies
Midwestern Baptist Theological Seminary 2010 — 2010
Theology/Theological Studies
Friends University 2006 — 2007
Bachelor's Degree, Organizational Management and Leadership
Washburn University 2003 — 2005
History
Capital Financial Group February 2013 - Present
Young Life August 2010 - February 2013
Capital Financial Group June 2007 - July 2008
Faith Roofing Company Inc January 2007 - July 2007
Skills
Event Management, Volunteer Management, Public Speaking, Theology, Microsoft Office, Customer Service, Leadership Development, Discipleship, Fundraising, Youth Ministry
Education
Trinity Evangelical Divinity School 2011 — 2012
Theology/Theological Studies
Midwestern Baptist Theological Seminary 2010 — 2010
Theology/Theological Studies
Friends University 2006 — 2007
Bachelor's Degree, Organizational Management and Leadership
Washburn University 2003 — 2005
History
Clay Lehning Clay Lehning's Capital Financial Group Experience December 2009 - April 2011
Job Analyst at Willis North America
Industry Financial Services
Experience
Willis April 2013 - Present
Apex Systems June 2011 - April 2013
Capital Financial Group December 2009 - April 2011
Skills
Account Management, Marketing, Cold Calling
Education
Lipscomb University 2004 — 2009
Bachelor of Science (BS), Marketing
Willis April 2013 - Present
Apex Systems June 2011 - April 2013
Capital Financial Group December 2009 - April 2011
Skills
Account Management, Marketing, Cold Calling
Education
Lipscomb University 2004 — 2009
Bachelor of Science (BS), Marketing
Devan Pickett's Capital Financial Group Experience April 2013 - July 2013
Job Demand Planning and Merchandising Analyst at Bridgestone
Industry
Experience
Bridgestone July 2015 - Present
Tennessee Valley Authority July 2013 - July 2015
Capital Financial Group April 2013 - July 2013
Capital Financial Group, LLC January 2013 - April 2013
Tommy Hilfiger November 2012 - April 2013
Skills
Microsoft Excel, Leadership, Social Networking, Data Analysis, Time Management, Customer Service, SQL, SAS Enterprise Guide, Tableau, Microsoft Access, Communication Skills, Financial reporting, Financial analysis, Forecasting models, Linear Programming, Research, Data Entry, Marketing, Critical Thinking, Organization, Networking, Social Media, Microsoft Office
Education
The University of Tennessee at Chattanooga 2014 — 2015
Business Analytics Graduate Certificate, 3.75
The University of Tennessee at Chattanooga 2013 — 2015
Master of Business Administration (M.B.A.), 3.9
The University of Tennessee at Chattanooga 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance, 3.3
Bridgestone July 2015 - Present
Tennessee Valley Authority July 2013 - July 2015
Capital Financial Group April 2013 - July 2013
Capital Financial Group, LLC January 2013 - April 2013
Tommy Hilfiger November 2012 - April 2013
Skills
Microsoft Excel, Leadership, Social Networking, Data Analysis, Time Management, Customer Service, SQL, SAS Enterprise Guide, Tableau, Microsoft Access, Communication Skills, Financial reporting, Financial analysis, Forecasting models, Linear Programming, Research, Data Entry, Marketing, Critical Thinking, Organization, Networking, Social Media, Microsoft Office
Education
The University of Tennessee at Chattanooga 2014 — 2015
Business Analytics Graduate Certificate, 3.75
The University of Tennessee at Chattanooga 2013 — 2015
Master of Business Administration (M.B.A.), 3.9
The University of Tennessee at Chattanooga 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance, 3.3
Jamie Gateley Jamie Gateley's Capital Financial Group Experience April 2014 - Present
Job Inside Sales at Lamons
Industry Industrial Automation
Experience
Lamons April 2015 - Present
Capital Financial Group April 2014 - Present
TriNova, Inc. January 2011 - October 2013
Cajun Labor of Baton Rouge June 2010 - September 2010
Skills
Inside Sales, New Business Development, Account Management, Sales Operations, Industrial Sales, Financial Services..., Client Scheduling, Customer-focused Service, Client Retention..., Administrative..., Revenue & Profit Growth, Sales Quotes, Inventory Control, Purchasing, Purchase Orders, Invoicing/Billing, MS Word, Excel,..., MS Outlook, Gold Mine, SalesPro, Endress+Hauser, MTL, Magtech, Kemp, Precision Digital, Management, Sales
Education
University of Phoenix
Master of Business Administration (M.B.A.), e-Business, GPA: 3.8
Louisiana State University
Bachelor's Degree
Lamons April 2015 - Present
Capital Financial Group April 2014 - Present
TriNova, Inc. January 2011 - October 2013
Cajun Labor of Baton Rouge June 2010 - September 2010
Skills
Inside Sales, New Business Development, Account Management, Sales Operations, Industrial Sales, Financial Services..., Client Scheduling, Customer-focused Service, Client Retention..., Administrative..., Revenue & Profit Growth, Sales Quotes, Inventory Control, Purchasing, Purchase Orders, Invoicing/Billing, MS Word, Excel,..., MS Outlook, Gold Mine, SalesPro, Endress+Hauser, MTL, Magtech, Kemp, Precision Digital, Management, Sales
Education
University of Phoenix
Master of Business Administration (M.B.A.), e-Business, GPA: 3.8
Louisiana State University
Bachelor's Degree
Rick Crouch Rick Crouch's Capital Financial Group Experience January 2001 - January 2002
Job Managing Partner at Marketing Concepts
Industry Marketing and Advertising
Experience
Marketing Concepts May 2006 - Present
Personalized Brokerage Services April 2002 - May 2006
Capital Financial Group January 2001 - January 2002
Skills
Public Speaking, Strategic Planning, Event Planning, Leadership, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Marketing Communications, Marketing
Education
Washburn University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Finance and Management
Butler County Community College 1993 — 1995
Marketing Concepts May 2006 - Present
Personalized Brokerage Services April 2002 - May 2006
Capital Financial Group January 2001 - January 2002
Skills
Public Speaking, Strategic Planning, Event Planning, Leadership, Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Marketing Communications, Marketing
Education
Washburn University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Business Finance and Management
Butler County Community College 1993 — 1995
Larry Preece Larry Preece's Capital Financial Group Experience February 2012 - October 2013
Job Corrections
Industry Law Enforcement
Experience
Corrections Corporation of America July 2014 - Present
Waterford Technologies January 2014 - July 2014
Capital Financial Group February 2012 - October 2013
Hendry County Sheriff's Office April 2005 - November 2010
Clewiston Police Department July 2002 - April 2005
South Bay Public Safety Department May 1999 - July 2002
Skills
Troubleshooting, Security, Management, Active Directory, Networking, Software Installation, Servers, Microsoft Exchange, Outlook, Physical Security, Information Technology, Help Desk Support, Police, Law Enforcement, Microsoft Office, Leadership, Weapons, Public Speaking, Technical Support, Emergency Management, Surveillance, Training, Criminal Justice
Education
ITT Technical Institute-Nashville 2011 — 2013
Computer Network Administration
South Florida Community College – Criminal Justice Academy 1996 — 1996
Law Enforcement Certificate, Law Enforcement
Southwest Florida Public Service Academy 1995 — 1995
Corrections Certification, Corrections
Corrections Corporation of America July 2014 - Present
Waterford Technologies January 2014 - July 2014
Capital Financial Group February 2012 - October 2013
Hendry County Sheriff's Office April 2005 - November 2010
Clewiston Police Department July 2002 - April 2005
South Bay Public Safety Department May 1999 - July 2002
Skills
Troubleshooting, Security, Management, Active Directory, Networking, Software Installation, Servers, Microsoft Exchange, Outlook, Physical Security, Information Technology, Help Desk Support, Police, Law Enforcement, Microsoft Office, Leadership, Weapons, Public Speaking, Technical Support, Emergency Management, Surveillance, Training, Criminal Justice
Education
ITT Technical Institute-Nashville 2011 — 2013
Computer Network Administration
South Florida Community College – Criminal Justice Academy 1996 — 1996
Law Enforcement Certificate, Law Enforcement
Southwest Florida Public Service Academy 1995 — 1995
Corrections Certification, Corrections
Adam Thrasher Adam Thrasher's Capital Financial Group Experience November 2007 - December 2008
Job COO at cDemo Mobile Solutions, Automobile Merchandising, Video Marketing, Automotive Marketing
Industry Internet
Experience
cDemo December 2012 - Present
Universal Kia Automotive Group February 2011 - November 2012
VW Hyundai of Murfreesboro January 2009 - February 2011
Capital Financial Group November 2007 - December 2008
The Governors Club of Tennessee May 2003 - June 2008
Skills
Online Marketing, New Business Development, Customer Relations, Inventory Management, Marketing Strategy, Social Media Marketing, Social Media, Sales Management, Automotive, E-commerce, Customer Satisfaction, Online Advertising, Customer Service, Sales Process, Strategic Planning, Marketing, Customer Retention, Credit, Sales, SEO, Management, Brand Development, Account Management, CRM, Digital Marketing, Lead Generation, Advertising, Team Building, Social Networking, Selling, Direct Sales, Email Marketing, SEM, Google Adwords, Mobile Marketing, Dealers, B2B, Automobile, Online Reputation..., Competitive Analysis, Web Analytics, Salesforce.com, Market Planning, Digital Media, Sales Operations, PPC, Strategic Partnerships, Google Analytics, Lead Management, Customer Acquisition
Education
Middle Tennessee State University 2006 — 2008
Oklahoma State University 1996 — 2000
cDemo December 2012 - Present
Universal Kia Automotive Group February 2011 - November 2012
VW Hyundai of Murfreesboro January 2009 - February 2011
Capital Financial Group November 2007 - December 2008
The Governors Club of Tennessee May 2003 - June 2008
Skills
Online Marketing, New Business Development, Customer Relations, Inventory Management, Marketing Strategy, Social Media Marketing, Social Media, Sales Management, Automotive, E-commerce, Customer Satisfaction, Online Advertising, Customer Service, Sales Process, Strategic Planning, Marketing, Customer Retention, Credit, Sales, SEO, Management, Brand Development, Account Management, CRM, Digital Marketing, Lead Generation, Advertising, Team Building, Social Networking, Selling, Direct Sales, Email Marketing, SEM, Google Adwords, Mobile Marketing, Dealers, B2B, Automobile, Online Reputation..., Competitive Analysis, Web Analytics, Salesforce.com, Market Planning, Digital Media, Sales Operations, PPC, Strategic Partnerships, Google Analytics, Lead Management, Customer Acquisition
Education
Middle Tennessee State University 2006 — 2008
Oklahoma State University 1996 — 2000
Bernie Lebs Bernie Lebs's Capital Financial Group Experience February 2009 - December 2013
Job To be announced
Industry Insurance
Experience
Farmers Insurance February 2014 - May 2015
Capital Financial Group February 2009 - December 2013
Skills
Accounts Payable, Business Strategy, Sales Management, Strategic Partnerships, Public Speaking, Green Initiatives, Protection, Small Business, Financial Analysis, Networking, Referrals, Customer Service, Analysis, Due Diligence, Customer Retention, Budgeting, Investments, Planning, Fundraising, Insurance, Finance, Budgets, Start-ups, Selling, Financial Services
Education
The American College 2008 — 2011
Farmers Insurance February 2014 - May 2015
Capital Financial Group February 2009 - December 2013
Skills
Accounts Payable, Business Strategy, Sales Management, Strategic Partnerships, Public Speaking, Green Initiatives, Protection, Small Business, Financial Analysis, Networking, Referrals, Customer Service, Analysis, Due Diligence, Customer Retention, Budgeting, Investments, Planning, Fundraising, Insurance, Finance, Budgets, Start-ups, Selling, Financial Services
Education
The American College 2008 — 2011
Josh Dobbs Josh Dobbs's Capital Financial Group Experience December 2011 - May 2012
Job Business Office Client Specialist at Genova Diagnostics
Industry Medical Devices
Experience
Genova Diagnostics May 2014 - Present
Aeroflow Healthcare March 2014 - May 2014
Kearfott Corporation December 2012 - December 2013
CVS Caremark Corporation October 2011 - June 2012
Capital Financial Group December 2011 - May 2012
Movie Gallery June 2007 - May 2010
Skills
Data Analysis, Finance, Customer Satisfaction, Customer Service, Microsoft Office, Strategy, Process Improvement, Sales, Analysis, Access, Management, Account Management, Cross-functional Team..., Healthcare, Leadership, Microsoft Excel, Microsoft Word, Program Management, Sales Operations, Salesforce.com, Strategic Planning, Team Building, Training
Education
Carson-Newman College 2010 — 2012
Bachelor of Science (BS), Finance, General
Walters State Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
Genova Diagnostics May 2014 - Present
Aeroflow Healthcare March 2014 - May 2014
Kearfott Corporation December 2012 - December 2013
CVS Caremark Corporation October 2011 - June 2012
Capital Financial Group December 2011 - May 2012
Movie Gallery June 2007 - May 2010
Skills
Data Analysis, Finance, Customer Satisfaction, Customer Service, Microsoft Office, Strategy, Process Improvement, Sales, Analysis, Access, Management, Account Management, Cross-functional Team..., Healthcare, Leadership, Microsoft Excel, Microsoft Word, Program Management, Sales Operations, Salesforce.com, Strategic Planning, Team Building, Training
Education
Carson-Newman College 2010 — 2012
Bachelor of Science (BS), Finance, General
Walters State Community College 2007 — 2010
Associate's degree, Business Administration and Management, General
Timothy Jester's Capital Financial Group Experience August 2008 - December 2010
Job Sales Representative at Unum
Industry Insurance
Experience
Unum August 2013 - Present
Unum January 2011 - July 2013
Capital Financial Group August 2008 - December 2010
Northwestern Mutual October 2005 - August 2008
Skills
Communication, Close Attention to..., Insurance, Sales Process, Building Relationships, Networking, Music, Long-term Care, Sales, Disability Insurance, Employee Benefits, Cold Calling, Selling, Brokers, Term Life Insurance, Health Insurance, Life Insurance, Financial Services, Management, Customer Service, Account Management, Team Building, Leadership
Education
Southern Adventist University 2000 — 2005
Bachelor of Arts (B.A.), Journalism
Unum August 2013 - Present
Unum January 2011 - July 2013
Capital Financial Group August 2008 - December 2010
Northwestern Mutual October 2005 - August 2008
Skills
Communication, Close Attention to..., Insurance, Sales Process, Building Relationships, Networking, Music, Long-term Care, Sales, Disability Insurance, Employee Benefits, Cold Calling, Selling, Brokers, Term Life Insurance, Health Insurance, Life Insurance, Financial Services, Management, Customer Service, Account Management, Team Building, Leadership
Education
Southern Adventist University 2000 — 2005
Bachelor of Arts (B.A.), Journalism
Gregory Wooten Gregory Wooten's Capital Financial Group Experience May 1989 - October 1992
Job Vice President Business Development at NHS Management,LLC
Industry Hospital & Health Care
Experience
NHS Management, LLC February 1996 - Present
NHS Management, LLC June 1997 - January 1999
Baptist Hospital May 1995 - February 1996
Montgomery Regional Hospital November 1994 - May 1995
Capital Financial Group May 1989 - October 1992
Colonial Bank May 1988 - May 1989
Skills
Healthcare Management, Budgets
Education
Troy State School of Nursing
Faulkner University
Bachelor of Business Administration, Business
NHS Management, LLC February 1996 - Present
NHS Management, LLC June 1997 - January 1999
Baptist Hospital May 1995 - February 1996
Montgomery Regional Hospital November 1994 - May 1995
Capital Financial Group May 1989 - October 1992
Colonial Bank May 1988 - May 1989
Skills
Healthcare Management, Budgets
Education
Troy State School of Nursing
Faulkner University
Bachelor of Business Administration, Business
Joshua Greer Joshua Greer's Capital Financial Group Experience December 2007 - June 2008
Job Quality Improvement Project Manager II at Methodist Healthcare
Industry Hospital & Health Care
Experience
Methodist Healthcare July 2013 - Present
Methodist Healthcare January 2012 - June 2013
Church Health Center May 2011 - December 2011
First Tennessee Bank August 2008 - April 2010
Capital Financial Group December 2007 - June 2008
Skills
Healthcare, Strategic Planning, Hospitals, Healthcare Management, Data Analysis, Analysis, Management, Customer Service, Nonprofits, PowerPoint, Microsoft Excel, Public Speaking, Physician Relations, Leadership, Financial Analysis, Non-profits, Six Sigma, Healthcare Consulting, Project Management, Quality Management, Clinical Data Management, Quality Improvement..., Fundraising, Investment Management, Data Mining, Teaching, Banking, Financial Planning, Minitab, Cerner PowerInsight, Visio, Joint Commission..., Disease Specific, Process Redesign, PowerChart, Evidence-based Medicine, Sepsis, Service Line Planning, Process Improvement, Streamlining Process, Process Flow, Quality Process..., Cardiac Service Line, Neuro Service Line, Emergency Room, Crimson Market Advantage, CMS, Core Measures, ICD-10
Education
The University of Memphis 2011 — 2013
MHA, Healthcare Administration
University of Tennessee-Knoxville - College of Business Administration 2002 — 2007
Finance, Collateral in International Business
Methodist Healthcare July 2013 - Present
Methodist Healthcare January 2012 - June 2013
Church Health Center May 2011 - December 2011
First Tennessee Bank August 2008 - April 2010
Capital Financial Group December 2007 - June 2008
Skills
Healthcare, Strategic Planning, Hospitals, Healthcare Management, Data Analysis, Analysis, Management, Customer Service, Nonprofits, PowerPoint, Microsoft Excel, Public Speaking, Physician Relations, Leadership, Financial Analysis, Non-profits, Six Sigma, Healthcare Consulting, Project Management, Quality Management, Clinical Data Management, Quality Improvement..., Fundraising, Investment Management, Data Mining, Teaching, Banking, Financial Planning, Minitab, Cerner PowerInsight, Visio, Joint Commission..., Disease Specific, Process Redesign, PowerChart, Evidence-based Medicine, Sepsis, Service Line Planning, Process Improvement, Streamlining Process, Process Flow, Quality Process..., Cardiac Service Line, Neuro Service Line, Emergency Room, Crimson Market Advantage, CMS, Core Measures, ICD-10
Education
The University of Memphis 2011 — 2013
MHA, Healthcare Administration
University of Tennessee-Knoxville - College of Business Administration 2002 — 2007
Finance, Collateral in International Business
Ivan Meyers Ivan Meyers's Capital Financial Group Experience January 2010 - Present
Job AudioVideo Production and Information Technology Professional
Industry Broadcast Media
Experience
Northwestern University January 2015 - Present
Out of the Cave Productions May 2010 - Present
Capital Financial Group January 2010 - Present
Stadia Video Group 2006 - Present
H. Beck, Inc. 1995 - Present
Self Employed 2005 - 2012
Georgetown University October 2010 - June 2011
Collier Enterprises 2009 - 2009
Northwestern University - Medill 2002 - 2009
NBC News, New York 2000 - 2001
Skills
Video, Final Cut Pro, Video Editing, Multimedia, Editing, Video Production, Journalism, Avid, Premiere, Conference Planning, Film Production, Broadcast Television, Web Project Management, Web Applications, Event Planning, Camera, Broadcast, Television, Broadcast Journalism, Social Media, Storytelling, Digital Media, Producing, News Writing, Videography, Audio Editing, Digital Video, Web Video, Blogging, Adobe Audition, Streaming Media, Post Production, Online Journalism, New Media, Facebook
Education
Northwestern University
Northwestern University January 2015 - Present
Out of the Cave Productions May 2010 - Present
Capital Financial Group January 2010 - Present
Stadia Video Group 2006 - Present
H. Beck, Inc. 1995 - Present
Self Employed 2005 - 2012
Georgetown University October 2010 - June 2011
Collier Enterprises 2009 - 2009
Northwestern University - Medill 2002 - 2009
NBC News, New York 2000 - 2001
Skills
Video, Final Cut Pro, Video Editing, Multimedia, Editing, Video Production, Journalism, Avid, Premiere, Conference Planning, Film Production, Broadcast Television, Web Project Management, Web Applications, Event Planning, Camera, Broadcast, Television, Broadcast Journalism, Social Media, Storytelling, Digital Media, Producing, News Writing, Videography, Audio Editing, Digital Video, Web Video, Blogging, Adobe Audition, Streaming Media, Post Production, Online Journalism, New Media, Facebook
Education
Northwestern University
Ferrell Nowland Ferrell Nowland's Capital Financial Group Experience September 2006 - August 2007
Job Department Manager at Jos. A. Bank Clothiers
Industry Financial Services
Experience
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Comdata February 2014 - Present
Jos. A. Bank Clothiers December 2008 - May 2013
AXA Advisors August 2007 - July 2008
Capital Financial Group September 2006 - August 2007
Morgan Stanley July 2005 - May 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Fixed Annuities, IRAs, Salesforce.com, Process Improvement, Forecasting, Mutual Funds, Uniform Combined State..., Consulting, Wealth Management, Long Term Care Insurance, Securities, Strategic Planning, Life Insurance, Long-term Care, Insurance
Education
Belmont University 2002 — 2004
BBA, Economics, Management
Berry College
Chantal Couture Chantal Couture's Capital Financial Group Experience 1994 - 2006
Job Program Coordinator
Industry Human Resources
Experience
Superior Group August 2014 - Present
Couture Holdings, LLC March 2000 - Present
Saratoga Strategic Partners April 2013 - December 2014
Empire State College September 2009 - May 2012
Citizens Bank September 2008 - September 2009
KeyBank 2006 - 2008
Capital Financial Group 1994 - 2006
Skills
Business Development, Risk Management, Employee Benefits, Strategic Planning, Human Resources, Staff Development, Talent Acquisition, Social Media, Microsoft Office, Public Speaking, Public Relations, Outlook, Microsoft Excel, Business Planning, Sales Presentations, Retirement, Onboarding, Program Management, Strategic Financial..., Leadership Development, Organizational..., Training, Insurance, Government, Event Planning, Team Building, Employee Relations, Competitive Analysis, Financial Planners, Customer Service, Financial Planning
Education
State University of New York Empire State College 2010 — 2012
BPS. Bachelors of Professional Studies, Business, Economics and Fianance, Human Resource Management
BHBL
Superior Group August 2014 - Present
Couture Holdings, LLC March 2000 - Present
Saratoga Strategic Partners April 2013 - December 2014
Empire State College September 2009 - May 2012
Citizens Bank September 2008 - September 2009
KeyBank 2006 - 2008
Capital Financial Group 1994 - 2006
Skills
Business Development, Risk Management, Employee Benefits, Strategic Planning, Human Resources, Staff Development, Talent Acquisition, Social Media, Microsoft Office, Public Speaking, Public Relations, Outlook, Microsoft Excel, Business Planning, Sales Presentations, Retirement, Onboarding, Program Management, Strategic Financial..., Leadership Development, Organizational..., Training, Insurance, Government, Event Planning, Team Building, Employee Relations, Competitive Analysis, Financial Planners, Customer Service, Financial Planning
Education
State University of New York Empire State College 2010 — 2012
BPS. Bachelors of Professional Studies, Business, Economics and Fianance, Human Resource Management
BHBL
Deb Schmitz Deb Schmitz's Capital Financial Group Experience September 2005 - December 2008
Job Author, Personal Finance Expert and Advocate helping people get conscious about their money
Industry Financial Services
Experience
Women's Money Makeover September 2011 - Present
Women's Money Makeover January 2010 - Present
Secure Wealth Services 2009 - Present
Your Encore February 2010 - May 2010
Capital Financial Group September 2005 - December 2008
Procter & Gamble January 1978 - July 2002
Skills
Entrepreneurship, Small Business, Public Speaking, Investments, Beauty, Pricing, Organizational..., Strategic Planning, Social Media Marketing, Financial Modeling, Process Improvement, New Business Development, Sales, Time Management, Leadership, Training, Beauty Industry, Financial Services, Team Building, Social Networking, Customer Service, Coaching, Insurance, Retirement Planning, Budgets, Finance, Marketing, Marketing Strategy, Networking, Retirement, Management, Advertising, Project Planning, Strategy
Education
University of Cincinnati 1971 — 1992
several, Science, paralegal
Women's Money Makeover September 2011 - Present
Women's Money Makeover January 2010 - Present
Secure Wealth Services 2009 - Present
Your Encore February 2010 - May 2010
Capital Financial Group September 2005 - December 2008
Procter & Gamble January 1978 - July 2002
Skills
Entrepreneurship, Small Business, Public Speaking, Investments, Beauty, Pricing, Organizational..., Strategic Planning, Social Media Marketing, Financial Modeling, Process Improvement, New Business Development, Sales, Time Management, Leadership, Training, Beauty Industry, Financial Services, Team Building, Social Networking, Customer Service, Coaching, Insurance, Retirement Planning, Budgets, Finance, Marketing, Marketing Strategy, Networking, Retirement, Management, Advertising, Project Planning, Strategy
Education
University of Cincinnati 1971 — 1992
several, Science, paralegal
Jim Blassingham's Capital Financial Group Experience 2001 - Present
Job Partner, Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group 2001 - Present
New England Financial November 1991 - October 2001
Skills
Estate Planning, Employee Benefits, Investments, Health Insurance, Disability Insurance, Long Term Care, Annuities, Financial Planning, Mutual Funds, Wealth Management, Group Benefits, Term Life Insurance, 401k, IRA's, Insurance Planning
Education
American College 1987 — 1991
Chartered Life Underwriter, Insurance
Randolph-Macon College 1971 — 1975
Bachelor of Arts, Psychology - Liberal Arts
Maury High School 1969 — 1971
Capital Financial Group 2001 - Present
New England Financial November 1991 - October 2001
Skills
Estate Planning, Employee Benefits, Investments, Health Insurance, Disability Insurance, Long Term Care, Annuities, Financial Planning, Mutual Funds, Wealth Management, Group Benefits, Term Life Insurance, 401k, IRA's, Insurance Planning
Education
American College 1987 — 1991
Chartered Life Underwriter, Insurance
Randolph-Macon College 1971 — 1975
Bachelor of Arts, Psychology - Liberal Arts
Maury High School 1969 — 1971
Joshua Cropp Joshua Cropp's Capital Financial Group Experience August 2009 - April 2010
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2014 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
Capital Financial Group August 2009 - April 2010
Education
Auburn University 2002 — 2007
BA, Sociology
Hargrave Military Academy 2000 — 2002
Chattanooga Christian School 1996 — 1999
UBS February 2014 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
Capital Financial Group August 2009 - April 2010
Education
Auburn University 2002 — 2007
BA, Sociology
Hargrave Military Academy 2000 — 2002
Chattanooga Christian School 1996 — 1999
Erin Beebe Petree Erin Beebe Petree's Capital Financial Group Experience December 2013 - Present
Job Underwriting Assistant at MarketScout
Industry Higher Education
Experience
MarketScout May 2015 - Present
Capital Financial Group December 2013 - Present
PURE Group of Insurance Companies February 2012 - November 2013
City of Charleston Office of Cultural Affairs May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Marketing, Outlook, Access, Employee Relations, Time Management, Sales, Research, Public Speaking
Education
Clemson University 2007 — 2011
Bachelor of Science (BS), Management; Human Resources
MarketScout May 2015 - Present
Capital Financial Group December 2013 - Present
PURE Group of Insurance Companies February 2012 - November 2013
City of Charleston Office of Cultural Affairs May 2011 - August 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Social Networking, Marketing, Outlook, Access, Employee Relations, Time Management, Sales, Research, Public Speaking
Education
Clemson University 2007 — 2011
Bachelor of Science (BS), Management; Human Resources
Louis Holmes's Capital Financial Group Experience April 2010 - Present
Job Financial Advisor at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group April 2010 - Present
Renasant Bank April 2006 - April 2009
AmSouth Bank May 2001 - April 2009
Education
University of Mississippi 1985 — 1986
Masters in Business Adminstration, Finance
University of Southern Mississippi 1982 — 1985
BS in Business Administration, Banking and Finance
Hattiesburg High School
Capital Financial Group April 2010 - Present
Renasant Bank April 2006 - April 2009
AmSouth Bank May 2001 - April 2009
Education
University of Mississippi 1985 — 1986
Masters in Business Adminstration, Finance
University of Southern Mississippi 1982 — 1985
BS in Business Administration, Banking and Finance
Hattiesburg High School
Alex Ence Alex Ence's Capital Financial Group Experience May 2012 - August 2012
Job Brand Specialist at Amazon
Industry Retail
Experience
Amazon March 2014 - Present
CR Bard April 2013 - March 2014
American HealthCare Lending 2013 - 2013
Capital Financial Group May 2012 - August 2012
US BANK on-campus-intern 2012 - 2012
Skills
Microsoft Excel, Mandarin, Microsoft Word, Entrepreneurship, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Amazon March 2014 - Present
CR Bard April 2013 - March 2014
American HealthCare Lending 2013 - 2013
Capital Financial Group May 2012 - August 2012
US BANK on-campus-intern 2012 - 2012
Skills
Microsoft Excel, Mandarin, Microsoft Word, Entrepreneurship, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling
Education
Brigham Young University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, Finance
Harold Roe's Capital Financial Group Experience 2001 - 2008
Job Managing Principal at Digital Benefit Advisors
Industry Insurance
Experience
Digital Benefit Advisors 2013 - Present
Capital Risk Management Group 2009 - 2012
Capital Financial Group 2001 - 2008
A.G. Edwards 1999 - 2001
Pathology Partners 1996 - 1999
Allied Clinical Laboratories 1990 - 1994
Ernst & Young 1988 - 1990
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Employee Health...
Education
Harvard Business School 1994 — 1996
MBA, General Management
Oklahoma State University 1984 — 1988
Bachelor's, Accounting
Digital Benefit Advisors 2013 - Present
Capital Risk Management Group 2009 - 2012
Capital Financial Group 2001 - 2008
A.G. Edwards 1999 - 2001
Pathology Partners 1996 - 1999
Allied Clinical Laboratories 1990 - 1994
Ernst & Young 1988 - 1990
Skills
Corporate Finance, Mergers & Acquisitions, Strategic Planning, Employee Health...
Education
Harvard Business School 1994 — 1996
MBA, General Management
Oklahoma State University 1984 — 1988
Bachelor's, Accounting
William Haraway William Haraway's Capital Financial Group Experience January 1981 - January 1986
Job Financial Advisor at Allied Financial Strategies
Industry Financial Services
Experience
Allied Financial Strategies, LLC August 2010 - Present
Haraway Financial Services January 1998 - July 2010
Park Place on the Tuscarora Condominium 2007 - 2009
Consumer Dental Care Co. 1982 - 2001
Benicor Associates, Inc. January 1986 - January 1997
Capital Financial Group January 1981 - January 1986
MONY Associates January 1965 - January 1981
Education
The American College 1976 — 1979
Chartered Financial Consultant (ChFC) & Chartered Life Underwriter (CLU), Insurance and Finance
Georgetown University 1960 — 1965
Bachelor of Science Foreign Service (BSFS), International Affairs, Government, Economics, History
Regis University
Allied Financial Strategies, LLC August 2010 - Present
Haraway Financial Services January 1998 - July 2010
Park Place on the Tuscarora Condominium 2007 - 2009
Consumer Dental Care Co. 1982 - 2001
Benicor Associates, Inc. January 1986 - January 1997
Capital Financial Group January 1981 - January 1986
MONY Associates January 1965 - January 1981
Education
The American College 1976 — 1979
Chartered Financial Consultant (ChFC) & Chartered Life Underwriter (CLU), Insurance and Finance
Georgetown University 1960 — 1965
Bachelor of Science Foreign Service (BSFS), International Affairs, Government, Economics, History
Regis University
Carly (Rebekah) Buckley, BS,CMT,CPT Carly (Rebekah) Buckley, BS,CMT,CPT's Capital Financial Group Experience February 2012 - August 2012
Job Casino Sales Host at L'auberge
Industry Gambling & Casinos
Experience
L'auberge Casino Hotel Baton Rouge January 2014 - Present
L'auberge Casino Hotel Baton Rouge August 2012 - January 2014
Capital Financial Group February 2012 - August 2012
The Cadillac 2008 - 2012
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, Microsoft Excel, Facebook, Advertising, Public Relations, Social Media Marketing, Event Management, Social Networking, Public Speaking, Financial Services, Compliance, Food & Beverage, Hospitality Industry, Kinesiology, Fitness Consulting, Fitness Training, Microsoft Word, Managerial Finance, Project Management, Therapeutic Massage, New Business Development, Business Networking, Contract Negotiation, Office Administration, Office Management, PowerPoint, Strategic Planning, Restaurant Management, Vendor Relationships, Creative Writing, Nutritional Counseling, Sports Coaching, Health Club Management, Inventory Management, Multitasking Skills, Consumer Relations, Press Releases, Hospitality, Process Scheduler, Casino
Education
Medical Training College 2010 — 2011
Certified Massage Therapist, Massage Therapy/Therapeutic Massage, 3.8
Mississippi College 2002 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science & English, 3.5
Central Private School 2000 — 2001
High School Diploma, College Prep, 12
L'auberge Casino Hotel Baton Rouge January 2014 - Present
L'auberge Casino Hotel Baton Rouge August 2012 - January 2014
Capital Financial Group February 2012 - August 2012
The Cadillac 2008 - 2012
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, Microsoft Excel, Facebook, Advertising, Public Relations, Social Media Marketing, Event Management, Social Networking, Public Speaking, Financial Services, Compliance, Food & Beverage, Hospitality Industry, Kinesiology, Fitness Consulting, Fitness Training, Microsoft Word, Managerial Finance, Project Management, Therapeutic Massage, New Business Development, Business Networking, Contract Negotiation, Office Administration, Office Management, PowerPoint, Strategic Planning, Restaurant Management, Vendor Relationships, Creative Writing, Nutritional Counseling, Sports Coaching, Health Club Management, Inventory Management, Multitasking Skills, Consumer Relations, Press Releases, Hospitality, Process Scheduler, Casino
Education
Medical Training College 2010 — 2011
Certified Massage Therapist, Massage Therapy/Therapeutic Massage, 3.8
Mississippi College 2002 — 2006
Bachelor of Science (B.S.), Kinesiology and Exercise Science & English, 3.5
Central Private School 2000 — 2001
High School Diploma, College Prep, 12
Benjamin D. Cooper Benjamin D. Cooper's Capital Financial Group Experience January 2014 - Present
Job Senior Vice President, Chief Legal Officer & Corporate Compliance Officer at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group January 2014 - Present
Capital Financial Group December 2011 - Present
AIG Advisor Group October 2006 - May 2010
Sutherland Asbill & Brennan LLP June 2004 - October 2006
Jones Lemon & Graham LLP June 2002 - June 2004
Cooper Asset Management September 1993 - December 1999
Peterson & Ross September 1989 - September 1993
Education
Northwestern University School of Law 1986 — 1989
JD
University of Michigan 1982 — 1986
BA
ETHS 1978 — 1982
Capital Financial Group January 2014 - Present
Capital Financial Group December 2011 - Present
AIG Advisor Group October 2006 - May 2010
Sutherland Asbill & Brennan LLP June 2004 - October 2006
Jones Lemon & Graham LLP June 2002 - June 2004
Cooper Asset Management September 1993 - December 1999
Peterson & Ross September 1989 - September 1993
Education
Northwestern University School of Law 1986 — 1989
JD
University of Michigan 1982 — 1986
BA
ETHS 1978 — 1982
Ed Kaeser's Capital Financial Group Experience May 2011 - April 2015
Job Agency Director at AIG, LUTCF
Industry Financial Services
Experience
AIG April 2015 - Present
Capital Financial Group May 2011 - April 2015
American General December 2008 - June 2011
KravTek Media, Inc. 2006 - May 2008
Arrowsmith Eye Institute 2001 - 2005
Realty Executives 1996 - 2000
Carlson & Associates 1991 - 1996
National Acquisitions 1976 - 1990
Skills
Insurance, Retirement, Fixed Annuities, Risk Management, Life Insurance, Disability Insurance, Employee Benefits, Marketing, Leadership, Finance, IRAs, Long-term Care, Retirement Planning, Sales, Term Life Insurance, Customer Service, Whole Life, Sales Management, Health Insurance, Small Business, Wealth Management, Underwriting, Key Person Insurance, Analysis, Brokers, Account Management, Estate Planning, Universal Life, Long Term Care Insurance, Critical Illness
Education
Middle Tennessee State University 1966 — 1970
Bachelor of Science, Marketing & Economics
Columbia Military Academy 1961 — 1966
Military, Military Science
AIG April 2015 - Present
Capital Financial Group May 2011 - April 2015
American General December 2008 - June 2011
KravTek Media, Inc. 2006 - May 2008
Arrowsmith Eye Institute 2001 - 2005
Realty Executives 1996 - 2000
Carlson & Associates 1991 - 1996
National Acquisitions 1976 - 1990
Skills
Insurance, Retirement, Fixed Annuities, Risk Management, Life Insurance, Disability Insurance, Employee Benefits, Marketing, Leadership, Finance, IRAs, Long-term Care, Retirement Planning, Sales, Term Life Insurance, Customer Service, Whole Life, Sales Management, Health Insurance, Small Business, Wealth Management, Underwriting, Key Person Insurance, Analysis, Brokers, Account Management, Estate Planning, Universal Life, Long Term Care Insurance, Critical Illness
Education
Middle Tennessee State University 1966 — 1970
Bachelor of Science, Marketing & Economics
Columbia Military Academy 1961 — 1966
Military, Military Science
Jess Finkle's Capital Financial Group Experience February 2008 - November 2008
Job Compliance Analyst at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors September 2011 - Present
Deutsche Bank December 2008 - August 2011
Deutsche Bank Securities December 2008 - September 2010
Capital Financial Group February 2008 - November 2008
Skills
Legal Writing, Legal Research, Legal Compliance
Education
American University, Washington College of Law 2004 — 2007
Doctor of Law (J.D.)
Brandeis University 1997 — 2001
BA, Politica Science
Manning & Napier Advisors September 2011 - Present
Deutsche Bank December 2008 - August 2011
Deutsche Bank Securities December 2008 - September 2010
Capital Financial Group February 2008 - November 2008
Skills
Legal Writing, Legal Research, Legal Compliance
Education
American University, Washington College of Law 2004 — 2007
Doctor of Law (J.D.)
Brandeis University 1997 — 2001
BA, Politica Science
Patrick Fenning's Capital Financial Group Experience November 2007 - Present
Job Principal Trader
Industry Financial Services
Experience
The Capital Financial Group/ H. Beck 2008 - Present
Capital Financial Group November 2007 - Present
Cardinal Trust and Investments February 2005 - October 2007
Cardinal Bank 2005 - 2007
FBR National Bank & Trust 2000 - 2005
FBR Asset Management 1999 - 2003
Education
Presentation College 1970 — 1978
Pepperdine University
The Capital Financial Group/ H. Beck 2008 - Present
Capital Financial Group November 2007 - Present
Cardinal Trust and Investments February 2005 - October 2007
Cardinal Bank 2005 - 2007
FBR National Bank & Trust 2000 - 2005
FBR Asset Management 1999 - 2003
Education
Presentation College 1970 — 1978
Pepperdine University
Elizabeth Diaz (Huthnance)'s Capital Financial Group Experience 2001 - 2002
Job Information Engineer at NCR Corporation
Industry Computer Software
Experience
NCR Corporation May 2012 - Present
Schneider Electric February 2010 - April 2012
Nokia 2008 - 2009
The Coca-Cola Company 2007 - 2008
DataScan Technologies 2004 - 2005
Georgia Pacific 2002 - 2003
Capital Financial Group 2001 - 2002
ADP 1996 - 1998
ADP 1994 - 1996
Ceridian 1994 - 1995
Skills
User Interface Design, Documentation, Business Analysis, HTML, Technical Writing, Visio, Microsoft Office, PowerPoint, Word, Photoshop, Agile, MS Project, Access, Requirements Analysis, Spanish, Adobe Acrobat, Process Improvement, Editing, SharePoint, Windows, Agile Methodologies, Six Sigma, Software Documentation, RoboHelp, Program Management, Online Help, Microsoft Word
Education
Kennesaw State University - Michael J. Coles College of Business 1992 — 1994
MBA, Management of Information Sciences
The University of Georgia 1986 — 1990
ABJ, Journalism, Business
Academia Cotopaxi 1982 — 1986
HS
NCR Corporation May 2012 - Present
Schneider Electric February 2010 - April 2012
Nokia 2008 - 2009
The Coca-Cola Company 2007 - 2008
DataScan Technologies 2004 - 2005
Georgia Pacific 2002 - 2003
Capital Financial Group 2001 - 2002
ADP 1996 - 1998
ADP 1994 - 1996
Ceridian 1994 - 1995
Skills
User Interface Design, Documentation, Business Analysis, HTML, Technical Writing, Visio, Microsoft Office, PowerPoint, Word, Photoshop, Agile, MS Project, Access, Requirements Analysis, Spanish, Adobe Acrobat, Process Improvement, Editing, SharePoint, Windows, Agile Methodologies, Six Sigma, Software Documentation, RoboHelp, Program Management, Online Help, Microsoft Word
Education
Kennesaw State University - Michael J. Coles College of Business 1992 — 1994
MBA, Management of Information Sciences
The University of Georgia 1986 — 1990
ABJ, Journalism, Business
Academia Cotopaxi 1982 — 1986
HS
Jeff Barnette's Capital Financial Group Experience August 2011 - April 2013
Job IT Support and Consulting
Industry Information Technology and Services
Experience
Apple June 2013 - Present
Serious Pixel Studios, LLC April 2006 - Present
Capital Financial Group August 2011 - April 2013
Capital Risk Management Group January 2010 - February 2013
Skills
Microsoft Office, Microsoft Exchange, Web Design, Web Development, Graphic Design, Video Production, Video Editing, MySQL, CMS, PHP
Education
University of Phoenix
Apple June 2013 - Present
Serious Pixel Studios, LLC April 2006 - Present
Capital Financial Group August 2011 - April 2013
Capital Risk Management Group January 2010 - February 2013
Skills
Microsoft Office, Microsoft Exchange, Web Design, Web Development, Graphic Design, Video Production, Video Editing, MySQL, CMS, PHP
Education
University of Phoenix
Gavin Wallace's Capital Financial Group Experience June 2011 - Present
Job Administrative Assistant at Capital Financial Group
Industry Insurance
Experience
Capital Financial Group June 2011 - Present
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Leadership, Team Building, PowerPoint, Microsoft Office
Education
Belmont University 1982 — 1984
Capital Financial Group June 2011 - Present
Skills
Customer Service, Event Planning, Microsoft Excel, Microsoft Word, Outlook, Leadership, Team Building, PowerPoint, Microsoft Office
Education
Belmont University 1982 — 1984
Steve Travers's Capital Financial Group Experience April 2013 - August 2014
Job Financial Services Professional at Capital Financial Group, LLC
Industry Insurance
Experience
Capital Financial Group April 2013 - August 2014
New York Life Insurance Company December 2011 - March 2013
Western Rivers Insurance 2008 - January 2012
Skills
Consultative Selling, Business Relationship..., Team Leadership, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, Public Speaking, Property & Casualty..., Customer Service, Employee Benefits, Sales, Medicare, Estate Planning, Small Business, Long Term Care Insurance, Retirement Planning, Retirement
Education
Southeast Missouri State University 1974 — 1976
Washington University in St. Louis 1985 — 1987
Capital Financial Group April 2013 - August 2014
New York Life Insurance Company December 2011 - March 2013
Western Rivers Insurance 2008 - January 2012
Skills
Consultative Selling, Business Relationship..., Team Leadership, Long-term Care, Disability Insurance, Life Insurance, Buy-sell Agreements, Fixed Annuities, Insurance, Term Life Insurance, Health Insurance, Public Speaking, Property & Casualty..., Customer Service, Employee Benefits, Sales, Medicare, Estate Planning, Small Business, Long Term Care Insurance, Retirement Planning, Retirement
Education
Southeast Missouri State University 1974 — 1976
Washington University in St. Louis 1985 — 1987
Eden Debebe's Capital Financial Group Experience November 2004 - February 2007
Job Senior Advertising Review Principal at Etrade Financial
Industry Financial Services
Experience
Etrade Financial March 2007 - Present
Capital Financial Group November 2004 - February 2007
Capital Financial Group June 2000 - February 2007
Capital Financial Group June 2000 - February 2007
Online Securities, Inc February 1999 - June 2000
Waterhouse Securities May 1992 - July 1998
Education
University of Minnesota-Twin Cities 1980 — 1984
B.S., Economics
Etrade Financial March 2007 - Present
Capital Financial Group November 2004 - February 2007
Capital Financial Group June 2000 - February 2007
Capital Financial Group June 2000 - February 2007
Online Securities, Inc February 1999 - June 2000
Waterhouse Securities May 1992 - July 1998
Education
University of Minnesota-Twin Cities 1980 — 1984
B.S., Economics
James Fratello's Capital Financial Group Experience January 1988 - Present
Job principal, Old Colony Investment Services
Industry Investment Management
Experience
Old Colony Investment Services 2013 - Present
Capital Financial Group January 1988 - Present
Skills
Investments, Asset Management, Alternative Investments, Entrepreneurship, Estate Planning, Business Strategy, Mutual Funds, Wealth Management, Strategy, Strategic Planning, Retirement Planning, Start-ups, Investment Strategies, Investment Management, Marketing Strategy, Asset Allocation, Series 7, Small Business, Portfolio Management, Strategic Financial..., Asset Managment, Fixed Income, Microsoft Word, PowerPoint, Financial Planning
Education
Tufts University 1966 — 1972
Old Colony Investment Services 2013 - Present
Capital Financial Group January 1988 - Present
Skills
Investments, Asset Management, Alternative Investments, Entrepreneurship, Estate Planning, Business Strategy, Mutual Funds, Wealth Management, Strategy, Strategic Planning, Retirement Planning, Start-ups, Investment Strategies, Investment Management, Marketing Strategy, Asset Allocation, Series 7, Small Business, Portfolio Management, Strategic Financial..., Asset Managment, Fixed Income, Microsoft Word, PowerPoint, Financial Planning
Education
Tufts University 1966 — 1972
Ann Marie Joyce's Capital Financial Group Experience March 2011 - December 2011
Job Registered Representative at Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group September 2013 - Present
Capital Financial Group March 2011 - December 2011
MassMutual Financial Group March 2011 - December 2011
Securities America Advisors, Inc. February 2008 - March 2011
First Tennessee Bank 1998 - 1999
Education
Boston University 2005 — 2007
Financial Planning, Certified Financial Planning
Texas State University 1987 — 1990
BBA, Marketing, Finance
Innovative Financial Group September 2013 - Present
Capital Financial Group March 2011 - December 2011
MassMutual Financial Group March 2011 - December 2011
Securities America Advisors, Inc. February 2008 - March 2011
First Tennessee Bank 1998 - 1999
Education
Boston University 2005 — 2007
Financial Planning, Certified Financial Planning
Texas State University 1987 — 1990
BBA, Marketing, Finance
Cason Barnes's Capital Financial Group Experience July 2010 - September 2010
Job Experienced educator with diverse range of experience
Industry Education Management
Experience
Vanderbilt Medical Group November 2010 - February 2012
Capital Financial Group July 2010 - September 2010
Johnson Elementary School August 2008 - June 2010
LaVergne Middle School March 2007 - May 2008
Sear's January 2007 - March 2007
Murfreesboro City Schools January 2007 - March 2007
Erma Siegel Elementary School July 2006 - December 2006
Cottonwood High School July 2005 - July 2006
Tallahassee Community College December 2004 - July 2005
International Mission Board October 2002 - November 2004
Education
Middle Tennessee State University
M.Ed., Supervision and Administration
Auburn University
Bachelor of Science, Physical Education
Vanderbilt Medical Group November 2010 - February 2012
Capital Financial Group July 2010 - September 2010
Johnson Elementary School August 2008 - June 2010
LaVergne Middle School March 2007 - May 2008
Sear's January 2007 - March 2007
Murfreesboro City Schools January 2007 - March 2007
Erma Siegel Elementary School July 2006 - December 2006
Cottonwood High School July 2005 - July 2006
Tallahassee Community College December 2004 - July 2005
International Mission Board October 2002 - November 2004
Education
Middle Tennessee State University
M.Ed., Supervision and Administration
Auburn University
Bachelor of Science, Physical Education
Jeffrey Rivas's Capital Financial Group Experience September 2003 - June 2004
Job Advanced Ops Manager at US Government Accountability Office
Industry Information Technology and Services
Experience
US Government Accountability Office April 2015 - Present
U.S. Census Bureau -- Bowie Computer Data Center September 2011 - March 2015
National Defense University March 2010 - September 2011
ICF Macro International December 2008 - March 2010
DataDirect Networks February 2008 - November 2008
JR Mortgage, LLC July 2005 - October 2007
US EPA June 2004 - July 2005
Capital Financial Group September 2003 - June 2004
IGC Software March 2001 - June 2003
United States Marine Corps January 1995 - January 2000
Skills
Windows Server, Exchange 2010/2007/2003, VMware Infrastructure, Hyper-V, BMC Remedy, SCCM, SCOM, WSUS, Microsoft Office..., Cisco Technologies, Dell PowerEdge Servers, HP Server Hardware, Symantec Backup, Forefront, Project Management, Network Administration, System Administration, IT Infrastructure..., Retina, HBSS, VMS, PKI, Information Security..., Red Hat Linux, Operations Management, Cisco VPN, Blackberry Enterprise..., EMC Storage, EMC SAN Administration, Fiber Optic Networks, Contract Management, hp s, Microsoft Office, Bilingual, Spanish-speaking, Netgear, Juniper, Web Design, Web Development, Dreamweaver, IT Operations, IT Documentation, Technical Documentation, Active Directory, Security+, Disaster Recovery, Business Continuity, Computer Security, Help Desk Support, Information Assurance
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), CyberSecurity
Strayer University 2002 — 2003
MBA, Business Administration
Devry University 2000 — 2002
BS, Computer Information Systems
US Government Accountability Office April 2015 - Present
U.S. Census Bureau -- Bowie Computer Data Center September 2011 - March 2015
National Defense University March 2010 - September 2011
ICF Macro International December 2008 - March 2010
DataDirect Networks February 2008 - November 2008
JR Mortgage, LLC July 2005 - October 2007
US EPA June 2004 - July 2005
Capital Financial Group September 2003 - June 2004
IGC Software March 2001 - June 2003
United States Marine Corps January 1995 - January 2000
Skills
Windows Server, Exchange 2010/2007/2003, VMware Infrastructure, Hyper-V, BMC Remedy, SCCM, SCOM, WSUS, Microsoft Office..., Cisco Technologies, Dell PowerEdge Servers, HP Server Hardware, Symantec Backup, Forefront, Project Management, Network Administration, System Administration, IT Infrastructure..., Retina, HBSS, VMS, PKI, Information Security..., Red Hat Linux, Operations Management, Cisco VPN, Blackberry Enterprise..., EMC Storage, EMC SAN Administration, Fiber Optic Networks, Contract Management, hp s, Microsoft Office, Bilingual, Spanish-speaking, Netgear, Juniper, Web Design, Web Development, Dreamweaver, IT Operations, IT Documentation, Technical Documentation, Active Directory, Security+, Disaster Recovery, Business Continuity, Computer Security, Help Desk Support, Information Assurance
Education
University of Maryland University College 2013 — 2015
Master of Science (M.S.), CyberSecurity
Strayer University 2002 — 2003
MBA, Business Administration
Devry University 2000 — 2002
BS, Computer Information Systems
Vic Copeland's Capital Financial Group Experience January 1998 - Present
Job Financial Marketing Consultant at Capital Financial Group
Industry Entertainment
Experience
Capital Financial Group January 1998 - Present
Networx Entertainment January 1993 - Present
Education
Prairie View A&M University 1992 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Capital Financial Group January 1998 - Present
Networx Entertainment January 1993 - Present
Education
Prairie View A&M University 1992 — 1997
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Seth Rohrbaugh's Capital Financial Group Experience August 2011 - Present
Job Compliance Examiner at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group August 2011 - Present
Skills
Series 7, Series 24, Series 66
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Finance
Capital Financial Group August 2011 - Present
Skills
Series 7, Series 24, Series 66
Education
University of Delaware 2006 — 2010
Bachelor of Science (BS), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY