Capital Investment Companies
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Capital Investment Companies Employees
Employee
Years
Job
Industry
Elizabeth Stacks Elizabeth Stacks's Capital Investment Companies Experience January 2015 - Present
Job Digital Media Marketing Intern at Capital Investment Companies
Industry Public Relations and Communications
Experience
Capital Investment Companies January 2015 - Present
CHAPMAN International May 2014 - December 2014
North Carolina State Student Media August 2013 - August 2014
Chloe + Isabel Inc. August 2013 - 2014
Skills
Writing News Releases, Feature Writing, Crisis Management, AP Style, Public Speaking, Reputation Management, News Writing, PowerPoint, Microsoft Office, Pitching Ideas, Teamwork, Social Media, Sales, Press Releases, Media Relations, Social Media Marketing, Event Management, Advertising, Writing, Social Networking, Time Management, Customer Service, Microsoft Word, Microsoft Excel, Event Planning
Education
North Carolina State University 2011 — 2015
Bachelor of Arts (B.A.), Communications, Public Relations, Journalism Minor, 3.6 GPA, Senior
Lorenzo Di Medici 2014 — 2014
Intercultural Communications
Capital Investment Companies January 2015 - Present
CHAPMAN International May 2014 - December 2014
North Carolina State Student Media August 2013 - August 2014
Chloe + Isabel Inc. August 2013 - 2014
Skills
Writing News Releases, Feature Writing, Crisis Management, AP Style, Public Speaking, Reputation Management, News Writing, PowerPoint, Microsoft Office, Pitching Ideas, Teamwork, Social Media, Sales, Press Releases, Media Relations, Social Media Marketing, Event Management, Advertising, Writing, Social Networking, Time Management, Customer Service, Microsoft Word, Microsoft Excel, Event Planning
Education
North Carolina State University 2011 — 2015
Bachelor of Arts (B.A.), Communications, Public Relations, Journalism Minor, 3.6 GPA, Senior
Lorenzo Di Medici 2014 — 2014
Intercultural Communications
Joseph Freedland Joseph Freedland's Capital Investment Companies Experience October 2012 - Present
Job Trading Assistant at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies October 2012 - Present
DYC LLC May 2006 - October 2012
Pirate Tutoring Center August 2008 - April 2012
PPD, RBC Wealth Management, IKA Works May 2010 - August 2010
Skills
Series 7, Equity Trading, REIT, Customer Service
Education
East Carolina University 2008 — 2012
BSBA, Finance and Financial Management Services, Senior
Semester at Sea (UVa) 2011 — 2011
International Business/Trade/Commerce
Capital Investment Companies October 2012 - Present
DYC LLC May 2006 - October 2012
Pirate Tutoring Center August 2008 - April 2012
PPD, RBC Wealth Management, IKA Works May 2010 - August 2010
Skills
Series 7, Equity Trading, REIT, Customer Service
Education
East Carolina University 2008 — 2012
BSBA, Finance and Financial Management Services, Senior
Semester at Sea (UVa) 2011 — 2011
International Business/Trade/Commerce
David Van Horn David Van Horn's Capital Investment Companies Experience April 2011 - Present
Job Financial Advisor at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Capital Investment Companies April 2011 - Present
Synergy Investment Group January 2004 - March 2011
Merrill Lynch September 2003 - December 2003
Morgan Stanley October 2001 - August 2003
Information Architects August 1997 - December 2000
Corning Cable Systems January 1997 - August 1997
GE December 1977 - January 1997
Skills
Investments, Financial..., Financial Advisory, Securities, Financial Goals, Mutual Funds, Wealth Management, Retirement, Series 7, Leadership, Financial Planning
Education
Lenoir-Rhyne College 1990 — 1993
Bachelor of Arts (B.A.), Computer Information Systems
East Burke High School 1974 — 1975
High School Graduate, College Preparatory
Kevin Protasewich Kevin Protasewich's Capital Investment Companies Experience April 2014 - April 2015
Job Assurance Staff at EY
Industry Accounting
Experience
EY July 2015 - Present
Capital Investment Companies April 2014 - April 2015
Cherry Bekaert LLP January 2014 - March 2014
Morgan Creek Capital Management, LLC May 2013 - August 2013
Northwestern Mutual May 2012 - December 2012
Skills
US GAAP, IFRS, Inventory Management, Microsoft Office, Accounting, Sales, Microsoft Excel, Non-profits, Time Management, PowerPoint, Leadership, Public Speaking, Event Planning, Recruiting, Fundraising, Cash Management, Cash Flow, Budgets, Financial Analysis, Nonprofits, Finance, Access
Education
University of North Carolina at Wilmington 2014 — 2015
Master of Science (MS), Accounting
University of North Carolina at Wilmington 2010 — 2013
Bachelor of Science, Business Administration; Accounting
EY July 2015 - Present
Capital Investment Companies April 2014 - April 2015
Cherry Bekaert LLP January 2014 - March 2014
Morgan Creek Capital Management, LLC May 2013 - August 2013
Northwestern Mutual May 2012 - December 2012
Skills
US GAAP, IFRS, Inventory Management, Microsoft Office, Accounting, Sales, Microsoft Excel, Non-profits, Time Management, PowerPoint, Leadership, Public Speaking, Event Planning, Recruiting, Fundraising, Cash Management, Cash Flow, Budgets, Financial Analysis, Nonprofits, Finance, Access
Education
University of North Carolina at Wilmington 2014 — 2015
Master of Science (MS), Accounting
University of North Carolina at Wilmington 2010 — 2013
Bachelor of Science, Business Administration; Accounting
Michael Byman's Capital Investment Companies Experience May 2013 - August 2013
Job 1st Year Marketing PhD Candidate at Emory's Laney Graduate School
Industry Sports
Experience
Emory University Goizueta Business School August 2014 - April 2015
Association for the Protection of Collegiate Athletes May 2014 - August 2014
Southern Capitol Ventures May 2013 - August 2013
Capital Investment Companies May 2013 - August 2013
Carolina Mudcats June 2011 - July 2011
Global Value Commerce June 2010 - July 2011
Skills
Microsoft Office, Sports Statistics, Financial Modeling, Social Media Marketing, Statistics, Microsoft Excel, Mathematics, Valuations, Regression Analysis, R, Sports Analytics, Baseball Research, Data Analysis, Financial Analysis
Education
Emory's Laney Graduate School 2015 — 2020
Doctor of Philosophy (Ph.D.), Marketing
Goizueta Business School, Emory University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Sports Analytics, 3.86 GPA
Emory University 2011 — 2015
Emory University Goizueta Business School August 2014 - April 2015
Association for the Protection of Collegiate Athletes May 2014 - August 2014
Southern Capitol Ventures May 2013 - August 2013
Capital Investment Companies May 2013 - August 2013
Carolina Mudcats June 2011 - July 2011
Global Value Commerce June 2010 - July 2011
Skills
Microsoft Office, Sports Statistics, Financial Modeling, Social Media Marketing, Statistics, Microsoft Excel, Mathematics, Valuations, Regression Analysis, R, Sports Analytics, Baseball Research, Data Analysis, Financial Analysis
Education
Emory's Laney Graduate School 2015 — 2020
Doctor of Philosophy (Ph.D.), Marketing
Goizueta Business School, Emory University 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Sports Analytics, 3.86 GPA
Emory University 2011 — 2015
Grayson Parker Grayson Parker's Capital Investment Companies Experience September 2009 - May 2011
Job Owner at RAGS, Screen It, LLC
Industry Textiles
Experience
Screen It, LLC February 2014 - Present
RAGS; wearrags.com April 2011 - Present
Capital Investment Companies September 2009 - May 2011
Paul-Parker Properties May 2004 - January 2009
Prime Only Sushi & Steakhouse July 2008 - October 2008
In Bloom Florist January 2006 - May 2007
Skills
Word, Microsoft Office, Social Media, Photoshop, Illustrator, Microsoft Word, Management, Sales, Social Media Marketing, Event Planning, Social Networking, Public Relations, Public Speaking
Education
East Carolina University - College of Business 2009 — 2011
MBA, Finance, General
North Carolina State University 2003 — 2008
B.S, Business Administration / Management - Marketing Concentration
Screen It, LLC February 2014 - Present
RAGS; wearrags.com April 2011 - Present
Capital Investment Companies September 2009 - May 2011
Paul-Parker Properties May 2004 - January 2009
Prime Only Sushi & Steakhouse July 2008 - October 2008
In Bloom Florist January 2006 - May 2007
Skills
Word, Microsoft Office, Social Media, Photoshop, Illustrator, Microsoft Word, Management, Sales, Social Media Marketing, Event Planning, Social Networking, Public Relations, Public Speaking
Education
East Carolina University - College of Business 2009 — 2011
MBA, Finance, General
North Carolina State University 2003 — 2008
B.S, Business Administration / Management - Marketing Concentration
Jonathan Andy Ingram's Capital Investment Companies Experience 2013 - Present
Job Private Wealth Management * 401(k) Consultant * Investment & Retirement Advisor
Industry Investment Management
Experience
Capital Investment Companies 2013 - Present
First Citizens Investor Services - Wealth Management / Trust & Estate November 2011 - July 2013
Greystone Financial Group a MetLife Planning Office October 2009 - October 2011
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Risk Management, New Business Development, Sales Management, Retirement, Finance, Strategy, Investments, Small Business, Business Strategy, Budgets, Marketing Strategy, Team Building, Financial Planning, Account Management, Entrepreneurship, Contract Negotiation, Emerging Markets, Trust & Estate Modeling, Retirement Income..., Social Security..., College Funding...
Education
The American College 2011 — 2015
ChFC & CFP, Advanced Financial Planning
Securities Training Corporation 2008 — 2009
Series 7 & 66, Investments and Securities
Roanoke College 1998 — 2003
BBA, Business Administration, Marketing, Statistics
Cave Spring HS 1995 — 1998
Advanced Studies Diploma, Marketing
Capital Investment Companies 2013 - Present
First Citizens Investor Services - Wealth Management / Trust & Estate November 2011 - July 2013
Greystone Financial Group a MetLife Planning Office October 2009 - October 2011
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Risk Management, New Business Development, Sales Management, Retirement, Finance, Strategy, Investments, Small Business, Business Strategy, Budgets, Marketing Strategy, Team Building, Financial Planning, Account Management, Entrepreneurship, Contract Negotiation, Emerging Markets, Trust & Estate Modeling, Retirement Income..., Social Security..., College Funding...
Education
The American College 2011 — 2015
ChFC & CFP, Advanced Financial Planning
Securities Training Corporation 2008 — 2009
Series 7 & 66, Investments and Securities
Roanoke College 1998 — 2003
BBA, Business Administration, Marketing, Statistics
Cave Spring HS 1995 — 1998
Advanced Studies Diploma, Marketing
A. Ryan Burton, CFP®, CTFA A. Ryan Burton, CFP®, CTFA's Capital Investment Companies Experience August 2013 - Present
Job President/Owner, Masonboro Wealth Management
Industry Financial Services
Experience
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Masonboro Wealth Management August 2013 - Present
Capital Investment Companies August 2013 - Present
Wachovia Securities October 2008 - July 2013
Merrill Lynch June 2004 - October 2008
BB&T January 2001 - June 2004
Skills
Investment Management, Retirement Planning, Estate Planning, Wealth Management, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Retirement, Portfolio Management, Personal Trust..., Stock Trading, Commodity Markets, Personal Financial..., Finance, Long-term Care
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor of Science (BS), Finance, General
Campbell University
Graduate - Southeastern Trust School, Advanced Trust and Estate Planning
Craig A. Cook's Capital Investment Companies Experience October 2012 - May 2013
Job Analyst Debt Capital Markets
Industry Investment Banking
Experience
Santander Investment Securities Inc June 2015 - Present
Wells Fargo Securities, LLC May 2014 - June 2015
Tobin & Company Investment Banking Group LLC December 2013 - May 2014
Estimize June 2013 - August 2013
Capital Investment Companies October 2012 - May 2013
iCracked Inc. October 2011 - May 2013
Skills
Investments, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Financial Modeling, Microsoft Office, Bloomberg, Finance, Equity Research, DCF Valuation, Corporate Finance, Equity Research Analysis, Comparable Analysis, LBO, Precedent Transactions, Free Cash Flow, Capital Markets, Due Diligence, Investment Banking, PowerPoint
Education
North Carolina State University 2011 — 2013
Poole College of Management : Bachelor of Business Administration (B.B.A.), Finance
Appalachian State University 2009 — 2011
Business Administration and Management, General
Santander Investment Securities Inc June 2015 - Present
Wells Fargo Securities, LLC May 2014 - June 2015
Tobin & Company Investment Banking Group LLC December 2013 - May 2014
Estimize June 2013 - August 2013
Capital Investment Companies October 2012 - May 2013
iCracked Inc. October 2011 - May 2013
Skills
Investments, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Portfolio Management, Financial Modeling, Microsoft Office, Bloomberg, Finance, Equity Research, DCF Valuation, Corporate Finance, Equity Research Analysis, Comparable Analysis, LBO, Precedent Transactions, Free Cash Flow, Capital Markets, Due Diligence, Investment Banking, PowerPoint
Education
North Carolina State University 2011 — 2013
Poole College of Management : Bachelor of Business Administration (B.B.A.), Finance
Appalachian State University 2009 — 2011
Business Administration and Management, General
Richard Bryant Richard Bryant's Capital Investment Companies Experience January 1984 - Present
Job President/CEO, Capital Investment Companies
Industry Investment Management
Experience
Capital Investment Companies January 1984 - Present
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Strategic Financial..., Estate Planning, Series 63, Portfolio Management, Equities
Education
North Carolina State University 1977 — 1981
BA, Business Management
BA Business Admin
Capital Investment Companies January 1984 - Present
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Mutual Funds, Series 7, Retirement, Investment Advisory, Strategic Financial..., Estate Planning, Series 63, Portfolio Management, Equities
Education
North Carolina State University 1977 — 1981
BA, Business Management
BA Business Admin
Jordan W. Cullens Jordan W. Cullens's Capital Investment Companies Experience June 2014 - Present
Job Financial Services Specialist at Trust Atlantic Bank
Industry Banking
Experience
Trust Atlantic Bank June 2015 - Present
Capital Investment Companies June 2014 - Present
Carolina Atm Inc 2012 - 2014
Skills
Management, Microsoft Word, Microsoft Office, Research, Microsoft Excel
Education
Campbell University, Lundy-Fetterman School of Business 2010 — 2015
BBA Trust and Wealth Management, Trust and Wealth Management
Trust Atlantic Bank June 2015 - Present
Capital Investment Companies June 2014 - Present
Carolina Atm Inc 2012 - 2014
Skills
Management, Microsoft Word, Microsoft Office, Research, Microsoft Excel
Education
Campbell University, Lundy-Fetterman School of Business 2010 — 2015
BBA Trust and Wealth Management, Trust and Wealth Management
Mark Appleby, CFP® Mark Appleby, CFP®'s Capital Investment Companies Experience April 2002 - October 2005
Job Vice President, Investment Counselor at BB&T Investment Services, Inc.
Industry Investment Management
Experience
BB&T January 2010 - Present
First Citizens Bank and Trust January 2007 - January 2010
Morgan Stanley October 2005 - December 2006
Capital Investment Companies April 2002 - October 2005
Skills
Investments, Estate Planning, Insurance, Retirement, Financial Services, Wealth Management
Education
The American College 2010 — 2011
Certified Financial Planner Certification
North Carolina State University 1997 — 2001
BB&T January 2010 - Present
First Citizens Bank and Trust January 2007 - January 2010
Morgan Stanley October 2005 - December 2006
Capital Investment Companies April 2002 - October 2005
Skills
Investments, Estate Planning, Insurance, Retirement, Financial Services, Wealth Management
Education
The American College 2010 — 2011
Certified Financial Planner Certification
North Carolina State University 1997 — 2001
Parker Burnett, MBA Parker Burnett, MBA's Capital Investment Companies Experience January 2010 - July 2010
Job Asset Liability Management
Industry Banking
Experience
AgFirst Farm Credit Bank May 2014 - Present
First Citizens Bank and Trust Company, Inc. April 2013 - May 2014
American Red Cross January 2013 - March 2013
Pure Power Technologies LLC, A Navistar Company September 2011 - December 2012
Capital Investment Companies January 2010 - July 2010
Citadel Broadcasting June 2009 - December 2009
The United Way May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - December 2007
Nexsen Pruet, LLC June 2002 - August 2002
Skills
Financial Analysis, Customer Service, Budgets, Management, Microsoft Office, Microsoft Excel, Leadership, Financial Reporting, Marketing, Fundraising, Sales, Public Speaking, Journal Entries, Business Development, SAP, Budget Process, Income Statement, General Ledger, Budget, New Business Development, Investments, Microsoft Word, Event Planning, Nonprofits, Business Unit Start-up, Cost Center Management, Outlook, Finance, Analysis, PowerPoint, Budget Proposals, Labor Control, Banking, Risk Management, Budgeting, QRM, Access
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Master of Business Administration (MBA)
University of South Carolina-Columbia
Political Science, Business Administration
AgFirst Farm Credit Bank May 2014 - Present
First Citizens Bank and Trust Company, Inc. April 2013 - May 2014
American Red Cross January 2013 - March 2013
Pure Power Technologies LLC, A Navistar Company September 2011 - December 2012
Capital Investment Companies January 2010 - July 2010
Citadel Broadcasting June 2009 - December 2009
The United Way May 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - December 2007
Nexsen Pruet, LLC June 2002 - August 2002
Skills
Financial Analysis, Customer Service, Budgets, Management, Microsoft Office, Microsoft Excel, Leadership, Financial Reporting, Marketing, Fundraising, Sales, Public Speaking, Journal Entries, Business Development, SAP, Budget Process, Income Statement, General Ledger, Budget, New Business Development, Investments, Microsoft Word, Event Planning, Nonprofits, Business Unit Start-up, Cost Center Management, Outlook, Finance, Analysis, PowerPoint, Budget Proposals, Labor Control, Banking, Risk Management, Budgeting, QRM, Access
Education
University of South Carolina - The Moore School of Business 2011 — 2012
Master of Business Administration (MBA)
University of South Carolina-Columbia
Political Science, Business Administration
William Sytz's Capital Investment Companies Experience May 2014 - January 2015
Job Trading Department at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies May 2014 - January 2015
McGill Advisors, Inc. October 2013 - December 2013
Beverly Knits Inc. May 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
North Carolina State University 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Capital Investment Companies May 2014 - January 2015
McGill Advisors, Inc. October 2013 - December 2013
Beverly Knits Inc. May 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
North Carolina State University 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Penny Bakatsias Penny Bakatsias's Capital Investment Companies Experience 2000 - 2002
Job Financial Services Officer at State Employees' Credit Union
Industry Financial Services
Experience
State Employees' Credit Union September 2009 - Present
Fonville Morisey Realty January 2006 - September 2009
Giorgios Hospitality Group May 2002 - January 2006
Capital Investment Companies 2000 - 2002
Education
North Carolina State University 1996 — 2000
B.S., Business Management
State Employees' Credit Union September 2009 - Present
Fonville Morisey Realty January 2006 - September 2009
Giorgios Hospitality Group May 2002 - January 2006
Capital Investment Companies 2000 - 2002
Education
North Carolina State University 1996 — 2000
B.S., Business Management
Kate Kane Kate Kane's Capital Investment Companies Experience May 2014 - July 2015
Job Attended University of South Carolina
Industry Financial Services
Experience
Capital Investment Companies May 2014 - July 2015
Skills
Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Teamwork, Sales, Social Media, Public Relations, Marketing, Outlook, Time Management, Market Research, Leadership, Finance, Financial Analysis, Investments, Research, Management, Securities, Investment Management, Strategic Planning, Advertising, Fundraising
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Scituate High School 2007 — 2011
Capital Investment Companies May 2014 - July 2015
Skills
Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Teamwork, Sales, Social Media, Public Relations, Marketing, Outlook, Time Management, Market Research, Leadership, Finance, Financial Analysis, Investments, Research, Management, Securities, Investment Management, Strategic Planning, Advertising, Fundraising
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Scituate High School 2007 — 2011
Ted Mooney's Capital Investment Companies Experience October 2000 - January 2004
Job Owner & Brand Identity Specialist at Cognito Promotions
Industry Marketing and Advertising
Experience
Cognito Promotions July 2005 - Present
Capital Investment Companies October 2000 - January 2004
Investment Management Advisory Services January 2000 - January 2004
Physicians Financial Services, Inc. January 1998 - December 2000
Skills
Investments, Retirement Planning, Direct Mail, Real Estate, Project Management, Marketing, Newsletters, Wealth Management, Financial Analysis, Strategic Planning, Sales, Financial Services, Marketing Communications, Entrepreneurship
Education
North Carolina State University 1995 — 1998
B.S., Business Management, Entrepreneurial Studies
University of North Carolina at Charlotte 1992 — 1995
BS, Business
Cardinal Gibbons High School 1988 — 1992
Cognito Promotions July 2005 - Present
Capital Investment Companies October 2000 - January 2004
Investment Management Advisory Services January 2000 - January 2004
Physicians Financial Services, Inc. January 1998 - December 2000
Skills
Investments, Retirement Planning, Direct Mail, Real Estate, Project Management, Marketing, Newsletters, Wealth Management, Financial Analysis, Strategic Planning, Sales, Financial Services, Marketing Communications, Entrepreneurship
Education
North Carolina State University 1995 — 1998
B.S., Business Management, Entrepreneurial Studies
University of North Carolina at Charlotte 1992 — 1995
BS, Business
Cardinal Gibbons High School 1988 — 1992
Jim Mothorpe's Capital Investment Companies Experience August 2015 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies August 2015 - Present
Capital Investment Companies May 2009 - Present
United Way of Greater Atlanta May 2005 - 2015
The Lampo Group April 2004 - 2015
Fayette County Chamber of Commerce 2000 - 2015
PowerCore 2000 - 2015
National Life of Vermont December 2003 - May 2009
Skills
Organizational..., Estate Planning, Retirement Planning, Strategic Planning, Fundraising, Investments, Government, Management, Leadership, Leadership Development, Organizational..., Training, Policy, Team Building, Program Management, Customer Service, Management Consulting, Business Planning, Military, Process Improvement, Strategy, Nonprofits, Executive Management, Series 7, Analysis, Proposal Writing, Coaching, Public Speaking, Mutual Funds, Entrepreneurship, Workshop Facilitation, Community Development, Finance, Operations Management, DoD, Strategic Financial..., Financial Analysis, Volunteer Management, Budgets, Sales, Risk Management, Series 63, Event Planning, Project Planning, Contract Negotiation, Small Business, Fixed Annuities, Financial Services, Marketing, Non-profit...
Education
University of Southern California 1984 — 1986
MSSM, Systems Management
United States Military Academy at West Point 1972 — 1976
Engineering
Capital Investment Companies August 2015 - Present
Capital Investment Companies May 2009 - Present
United Way of Greater Atlanta May 2005 - 2015
The Lampo Group April 2004 - 2015
Fayette County Chamber of Commerce 2000 - 2015
PowerCore 2000 - 2015
National Life of Vermont December 2003 - May 2009
Skills
Organizational..., Estate Planning, Retirement Planning, Strategic Planning, Fundraising, Investments, Government, Management, Leadership, Leadership Development, Organizational..., Training, Policy, Team Building, Program Management, Customer Service, Management Consulting, Business Planning, Military, Process Improvement, Strategy, Nonprofits, Executive Management, Series 7, Analysis, Proposal Writing, Coaching, Public Speaking, Mutual Funds, Entrepreneurship, Workshop Facilitation, Community Development, Finance, Operations Management, DoD, Strategic Financial..., Financial Analysis, Volunteer Management, Budgets, Sales, Risk Management, Series 63, Event Planning, Project Planning, Contract Negotiation, Small Business, Fixed Annuities, Financial Services, Marketing, Non-profit...
Education
University of Southern California 1984 — 1986
MSSM, Systems Management
United States Military Academy at West Point 1972 — 1976
Engineering
John A Broom III, BSME's Capital Investment Companies Experience October 2012 - Present
Job PresidentFinancial Advisor at John Broom Financial
Industry Financial Services
Experience
Capital Investment Companies October 2012 - Present
Capital Investment Companies June 2010 - Present
Capital Investment Companies January 1989 - Present
Capital Investment Companies January 2012 - October 2014
RE/MAX Premier Group 2007 - 2010
John Broom Financial 1986 - 2010
Oxy August 1982 - November 1986
DuPont September 1963 - June 1971
Skills
Marketing, Team Building, Public Speaking, Leadership, Sales
Education
East Carolina University 1963 — 1965
MBA Business
University of South Carolina-Columbia 1958 — 1963
BS Mechanical Engineering, Engineering/Economics/Busniness
US Coast Guard Academy 1959 — 1961
Naval Architecture and Marine Engineering
Capital Investment Companies October 2012 - Present
Capital Investment Companies June 2010 - Present
Capital Investment Companies January 1989 - Present
Capital Investment Companies January 2012 - October 2014
RE/MAX Premier Group 2007 - 2010
John Broom Financial 1986 - 2010
Oxy August 1982 - November 1986
DuPont September 1963 - June 1971
Skills
Marketing, Team Building, Public Speaking, Leadership, Sales
Education
East Carolina University 1963 — 1965
MBA Business
University of South Carolina-Columbia 1958 — 1963
BS Mechanical Engineering, Engineering/Economics/Busniness
US Coast Guard Academy 1959 — 1961
Naval Architecture and Marine Engineering
York Bryant's Capital Investment Companies Experience January 2004 - March 2007
Job Senior Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
William Portwood's Capital Investment Companies Experience September 2004 - July 2007
Job CEO, Financial Industry Consulting Associates, LLC
Industry Financial Services
Experience
Financial Industry Consulting Associates, LLC August 2007 - Present
Capital Investment Companies September 2004 - July 2007
Financial Industry Regulatory Authority December 1998 - August 2004
Skills
Securities Licenses: ..., Investments, Wealth Management, Investment Advisory, Risk Management, Series 7, Broker-Dealer, Compliance, Training, Series 24, Series 53, Series 28, Series 66, Series 79, Series 4, Series 99, Operations Management, Anti Money Laundering, Auditing
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
University of Georgia 1994 — 1998
Minor, Speech Communications
Financial Industry Consulting Associates, LLC August 2007 - Present
Capital Investment Companies September 2004 - July 2007
Financial Industry Regulatory Authority December 1998 - August 2004
Skills
Securities Licenses: ..., Investments, Wealth Management, Investment Advisory, Risk Management, Series 7, Broker-Dealer, Compliance, Training, Series 24, Series 53, Series 28, Series 66, Series 79, Series 4, Series 99, Operations Management, Anti Money Laundering, Auditing
Education
University of Georgia - Terry College of Business 1994 — 1998
BBA, Finance
University of Georgia 1994 — 1998
Minor, Speech Communications
Amy (Rabb) Howell's Capital Investment Companies Experience November 2007 - Present
Job Trading Assistant at Capital Investment Companies
Industry Financial Services
Experience
Capital Investment Companies November 2007 - Present
Skills
Series 7, Series 24, Series 66
Education
North Carolina State University 1993 — 1997
BS, Business/Marketing Concentration
Capital Investment Companies November 2007 - Present
Skills
Series 7, Series 24, Series 66
Education
North Carolina State University 1993 — 1997
BS, Business/Marketing Concentration
Ferrell L. Rollins, Jr.'s Capital Investment Companies Experience November 2005 - Present
Job Financial Consultant Specializing in Retirement Income
Industry Financial Services
Experience
Capital Investment Companies November 2005 - Present
Skills
Retirement Planning, 401k Rollovers, Simple IRA, Traditional IRA, SEP IRA, Tax Free Income, College Funding..., Tax-advantaged..., 529 Plans, Roth IRA, Variable Life, Variable Products, Establish & Maintain..., Series 7, Wealth Management, Retirement, Investments
Education
East Carolina University 1973 — 1977
BSBA, Business Administration, Management and Operations
Tarboro Senior High 1969 — 1973
Capital Investment Companies November 2005 - Present
Skills
Retirement Planning, 401k Rollovers, Simple IRA, Traditional IRA, SEP IRA, Tax Free Income, College Funding..., Tax-advantaged..., 529 Plans, Roth IRA, Variable Life, Variable Products, Establish & Maintain..., Series 7, Wealth Management, Retirement, Investments
Education
East Carolina University 1973 — 1977
BSBA, Business Administration, Management and Operations
Tarboro Senior High 1969 — 1973