Capital Institutional Services, Inc. (CAPIS)
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1977 Subsidiaries: NEXT Energy Group, LLC, Fintech Securities, LLC, Capital Institutional Services, Inc., Research Division
Capital Institutional Services, Inc. (CAPIS) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Institutional Services, Inc. (CAPIS). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Capital Institutional Services, Inc. (CAPIS) Employees
United Capital Financial Advisers, LLC April 2015 - Present
IPA Family, LLC February 2015 - Present
Capital Institutional Services, Inc. (CAPIS) 2000 - 2014
D&F Distributing, Inc. May 1992 - December 1999
Skills
Insurance, Group Insurance, Health Insurance, Whole Life, Term Life Insurance, Critical Illness, Disability Insurance, Pet Insurance, Dental Insurance, Vision Insurance, Trading Assistant and..., Securities, Fidessa - USTPv14.13, Fidessa Data..., Trading Systems, Thompson One, Account Reconciliation, Risk Management, Microsoft Outlook, DTCC Reference, Microsoft Excel, Salesforce.com, AOL Instant Messaging, Microsoft Word, Investments, Equities, Customer Service
Education
The License Coach 2014 — 2015
Insurance General Lines, Life, Health, Accident Insurance, Licensed
Champions School of Real Estate 2014 — 2014
Certificate, Real Estate
The University of Texas at Arlington 2006 — 2010
Certification, Texas Law of Agency, Real Estate
Alliance Academy #0204,#13 2004 — 2005
Keeping Current with Texas Mortgage Compliance, TSLD and TREC
North Garland High School, BrookHaven College, Collin County Community College 1980 — 1986
High School Diploma, Credit Hours, Business/Commerce, General
Capital Institutional Services, Inc. (CAPIS) August 2015 - Present
Free Lance April 2014 - Present
Prestige Maintenance USA March 2013 - Present
Multiview May 2012 - February 2013
1660 ESPN Radio April 2010 - August 2010
Skills
Public Relations, Internal Communications, Marketing, Social Media, Social Networking, Social Media Marketing, Sales, Facebook, Media Relations, Blogging, Leadership, Account Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Spanish, Newsletter Production, Adobe Creative Suite, Illustrator, Photoshop, Editing, Business Writing, Newsletters, Press Releases, Web Development, Marketing Communications
Education
Baylor University 2008 — 2012
Bachelor's Degree, Marketing, 3.29/4.0
Universidad Nacional de Cuyo 2011 — 2011
Spanish
Capital Institutional Services, Inc. (CAPIS) June 2014 - March 2015
Arbor Research and Trading April 2009 - April 2014
National Guardian Life Insurance Company 2005 - April 2009
National City Bank 2004 - 2005
Key Bank (Division of McDonald Investments) 2003 - 2004
Legg Mason 2000 - 2003
Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
UW-Madison
Bachelor of Science (B.S.), Chemical Engineering
Scottrade July 2015 - Present
Scottrade March 2010 - July 2015
Computer Research, Inc. October 2008 - February 2010
Capital Institutional Services, Inc. (CAPIS) September 1997 - January 2007
EDS Group January 1986 - September 1997
Skills
Leadership, Finance, Business Analysis, Management, Project Management, Quality Assurance, SDLC, Software Development, SQL, Visio, Databases, SharePoint, Software Documentation, XML, Requirements Analysis
Education
Bryan Institute 1985 — 1985
Computer Programming
Texas Tech University 1980 — 1984
Chemistry / Architectural Structures
Capital Institutional Services, Inc. (CAPIS) December 2013 - Present
Cowen and Company February 2011 - December 2013
Newedge April 2001 - February 2011
Skills
Trading, Equities, Separately Managed..., Middle Office, Options, Equity Trading, Series 7, Securities, Hedge Funds, Bloomberg, Electronic Trading, Series 63, Derivatives, Fixed Income
Education
CUNY New York City College of Technology 1992 — 1995
Bachelor of Technology (BTech), Graphics and Printing Production
Brooklyn Technical High School 1989 — 1992
DoubleLine Group LP July 2015 - Present
Northern Trust Corporation January 2008 - May 2015
Lynch, Jones & Ryan July 1998 - May 2006
Capital Institutional Services, Inc. (CAPIS) December 1995 - July 1998
Donaldson, Lufkin & Jenrette April 1988 - July 1994
Skills
Asset Management, Asset Based Lending, Asset Based Finance, Mutual Funds, Asset-backed..., Global Custody, Fixed Income Strategies, Alternative Investments, Series 7, Series 63, Equities, Equity Capital Markets, Capital Markets, Fund Of Funds, Fixed Income, Hedge Funds, Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Trading
Education
Ithaca College
Bachelor of Arts (B.A.), Psychology
Trellisent Investments August 2009 - Present
Citi May 2002 - May 2009
WR Hambrecht + Co March 2001 - July 2001
Kaufman Bros. November 2000 - February 2001
Brown Brothers Harriman May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS) August 1992 - April 1997
Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development
Education
University of North Texas 1989 — 1992
Bachelor of Science (BS), Banking and Finance
Winston Churchill High School 1984 — 1987
Raymond James May 2013 - Present
Jefferies LLC April 2010 - May 2013
Merrill Lynch PBIG November 2005 - April 2010
Capital Institutional Services, Inc. (CAPIS) June 2000 - November 2005
Coral Rock Investments March 1988 - June 2000
Skills
Equities, Securities, Wealth Management, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Investment Strategies, Financial Services, Investments, Alternative Investments, Hedge Funds, Series 7, Foreign Exchange
Education
Stanford University 1974 — 1977
Bachelor of Arts (B.A.), History
Swarthmore College 1973 — 1973
History / Political Science
Transtelco March 2008 - Present
Whitehorse Communications May 2002 - March 2008
Northwestern Mutual April 1994 - March 2008
Capital Institutional Services, Inc. (CAPIS) June 1986 - October 1993
Skills
Strategic Planning, Negotiation, Telecommunications, Managed Services, VoIP, Solution Selling, Sales Management, Unified Communications, Direct Sales, Key Account Management, IP, Account Management, Management
Education
University of Dallas 1980 — 1985
Bachelor of Science (BS), Economics
The University of Texas at El Paso
Apptricity Corporation November 2004 - Present
Verizon 2004 - November 2004
McKesson February 2003 - October 2003
Capital Institutional Services, Inc. (CAPIS) December 2002 - January 2003
Cingular Wireless June 2001 - October 2001
Cysive July 2000 - March 2001
Allied Riser Communications November 1999 - June 2000
Advance Paradigm Data Services June 1998 - September 1999
Computer City October 1997 - June 1998
The Associates September 1995 - September 1997
Skills
Hibernate, Java, UML, Object Oriented Design, Tomcat, ZK, Spring, Software Design Patterns, SQL, Delphi, JPA, HQL, EJB, Web Applications, Logistics Software..., Supply Chain Software..., Pascal, JBoss Application Server, Spring Framework, Drools Rule Engine, EDI, JUnit, Eclipse, JDBC
Education
Art Technology Group 2001 — 2001
ObjectSpace 1996 — 1997
The Catholic University of America 1989 — 1992
Anthropology and Archaeology
Northwestern State University 1985 — 1988
Bachelor's degree, Anthropology and Archaeology
Marthaville High School 1963 — 1975
High School
Capital Institutional Services, Inc. (CAPIS) September 2006 - Present
JonesTrading November 2002 - September 2006
Wunderlich Securities June 2002 - October 2002
Morgan Keegan & Co Inc November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS) January 1998 - October 2000
Rock Island Securities, Inc. August 1994 - December 1997
Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management
Education
Louisiana Tech University 1990 — 1994
B.S. Finance
Capital Institutional Services, Inc. (CAPIS) 2006 - Present
Capital Institutional Services, Inc. (CAPIS) 2012 - 2013
Capital Institutional Services, Inc. (CAPIS) 2004 - 2006
Capital Institutional Services, Inc. (CAPIS) 1999 - 2004
Capital Institutional Services, Inc. (CAPIS) 1997 - 1999
Skills
Investments, Series 7, Securities, Alternative Investments, Asset Management, Trading, Capital Markets, Options, Equities, Hedge Funds, Series 63, Fixed Income, Trading Systems, Bloomberg, Equity Trading
Education
University of Cincinnati College of Business
BBA, Finance, Accounting
Wells Fargo Advisors LLC February 2012 - Present
Morgan Stanley October 2007 - February 2012
Capital Institutional Services, Inc. (CAPIS) July 2006 - October 2007
Skills
Wealth Preservation..., Wealth Strategies, Wealth Transfer, Retirement Planning, Estate Planning, Risk Management, Client Services, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership
Education
The University of Texas at Arlington 2001 — 2004
Bachelor of Arts (BA)
Mississippi State University 2000 — 2001
Capital Institutional Services, Inc. (CAPIS) March 2015 - Present
Wells Fargo April 2014 - October 2014
Xpanxion May 2013 - March 2014
Crawford & Company May 2013 - December 2013
Wells Fargo October 2011 - March 2013
Skills
PowerPoint, SQL, Business Analysis, Visio, Lotus Notes, Software Development, Agile Methodologies, SDLC, ESB, Requirements Gathering, Experienced Business..., EDI, Software Quality..., Test Planning, Test Cases, Microsoft Word, Outlook, Project Management, Microsoft Excel, Microsoft Office, Access, Loan Servicing, Software Documentation
Education
Iowa State University - College of Business 2007 — 2011
B.S., Management Information Systems
VHA Inc. March 2014 - Present
Capital Institutional Services, Inc. (CAPIS) January 2013 - February 2014
Companion Data Services February 2008 - December 2012
Pattonair April 2007 - November 2007
ELCAN Optical Technologies March 2007 - March 2007
Digisource August 2006 - February 2007
Pattonair June 2002 - August 2006
EMC Mortgage July 2000 - June 2002
Skills
SQL, Databases
Education
Texas A&M University 1995 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General