Capital Investment Management
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Capital Investment Management Employees
Colorado Business Women-CBW 2010 - 2012
Behind the Moon, Inc. October 2008 - August 2010
BNI 2006 - 2009
Capital Investment Management May 2006 - April 2007
A.G. Edwards & Sons, Inc. May 2005 - February 2007
TIAA-CREF June 1994 - March 2002
Skills
Small Business, Public Speaking, Coaching, Marketing, Social Media Marketing, Marketing Strategy, Email Marketing, Social Networking, Social Media, Strategic Planning, Insurance, Management, Sales, Leadership, Event Management, Leadership Development, Entrepreneurship, Customer Service, Online Marketing, Marketing Communications, Time Management
Education
Appalachian State University 1989 — 1993
B.S.
Aveo Capital Partners May 2014 - Present
Capital Investment Management May 2012 - May 2014
Summit Investment Fund December 2011 - May 2012
CSU Study Abroad Office August 2011 - May 2012
T. Rowe Price June 2011 - August 2011
Target June 2010 - August 2010
Mission TripDominican July 2007 - July 2009
Skills
Investments, Bloomberg, Series 7, Excel, Valuation, Morningstar Office, Series 66, Constant Contact, Life & Health Insurance...
Education
Colorado State University 2006 — 2012
BS, Finance-Investment Analysis
John Cabot University 2010 — 2011
Simply Organized CRM, LLC May 2012 - Present
Appirio June 2013 - June 2015
Force Optimized May 2012 - June 2013
Capital Investment Management May 2011 - May 2012
Wyoos.com November 2011 - March 2012
Paychex November 2009 - May 2011
Assurant Specialty Property March 2006 - October 2009
Education
Fort Lewis College 2003 — 2004
New Realities Consulting LLC April 2009 - Present
Capital Investment Management June 2010 - December 2013
Essex National Securities, Inc. February 2006 - April 2009
Essex Corporation August 1986 - March 2006
Essex National Securities, Inc September 2004 - February 2006
Skills
Securities, Series 63, Series 7, Investments, Banking, Series 6, Wealth Management, Series 24, Financial Advisory, Mutual Funds, Fixed Annuities, Executive Management, Leadership, Management, Retirement Planning, Strategic Financial..., Insurance, Financial Services, Finance, Retirement, Investment Advisory, Asset Management, Relationship Management, Business Development, Financial Planning, Strategy, Strategic Planning, Sales, Marketing, Program Management
Education
University of Virginia 1970 — 1972
Financial Marketing
University of Colorado Boulder 1966 — 1969
BS, Business, Finance
Microsoft August 2013 - Present
Fuqua School of Business July 2011 - May 2013
TabSprint January 2012 - May 2012
Thumbtack, Inc. June 2012 - August 2012
The Daily Muse February 2012 - April 2012
Capital Investment Management February 2011 - June 2011
Morgan Stanley October 2009 - January 2011
Barclays Wealth September 2008 - September 2009
Lincoln Financial Group August 2005 - August 2008
Skills
Strategic Communications, Cross-functional Team..., Change Management, Dealing with Ambiguity, Conflict Management, Strategic Thinking, Eye For Detail, Customer Presentations, Client Relationship..., Online Marketing, Entrepreneurial..., Cross-cultural, Creative Development, Writing, Analysis, Entrepreneurship, Business Planning
Education
Duke Fuqua School of Business 2011 — 2013
MBA
Georgetown University 2001 — 2005
B.A.
Denver International Airport December 2012 - Present
Weatherstone Capital August 2010 - December 2012
Capital Investment Management June 2006 - October 2009
Self Employed September 2003 - May 2006
Skills
Excel Modeling, Aviation Strategy, Forecasting, Portfolio Management, Financial Analysis, Investment Strategies, Financial Modeling, Fundamental Analysis, Analysis, Asset Management, Aviation, Business Strategy, Economics, Investments, Leadership, Process Improvement, Project Planning, Strategic Planning
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (BS), Finance
Capital Investment Management September 2015 - Present
American Century Investments October 2010 - 2015
American Century Investments May 2008 - September 2010
Oppenheimer Funds & OFI Private Investments September 2006 - April 2008
Morgan Stanley September 2002 - May 2006
Education
University of Missouri-Columbia 1997 — 2001
BS, Agricultural Economics
Czech University of Life Sciences Prague 1999 — 1999
Summer Study Abroad
Capital Investment Management December 1995 - Present
Skills
Investments, Asset Management, Portfolio Management, Equities, Private Equity, Valuation, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Financial Modeling, Fixed Income, Investment Strategies, Investment Management, Mutual Funds, Due Diligence, Derivatives, Capital Markets, Bloomberg, Equity Research, Corporate Finance, Asset Managment, Fund Of Funds, Investment Banking, Equity Valuation, Investment Advisory, Financial Markets, Bonds, Emerging Markets, Securities, Financial Structuring
Education
The American College 2007 — 2009
Chartered Financial Consultant, Investing, Financial Planning
Investment Services Co April 2009 - Present
Curian Capital February 2007 - March 2009
Curian Capital May 2003 - January 2007
Capital Investment Management October 2001 - March 2003
Education
University of Wyoming 1994 — 1996
MBA
Gubkin Russian State University of Oil and Gas 1989 — 1994
BS Engineering
Capital Investment Management March 2011 - Present
Hartford Life Limited November 1998 - July 2009
Education
Syracuse University - Martin J. Whitman School of Management 1991 — 1995
Marketing, Business
Capital Investment Management December 2010 - Present
Bisk Education 2009 - 2010
Skills
Recruiting, Organizational..., Training, Research, Customer Service, Call Centers, Process Improvement, Time Management, Coaching, E-Learning, Leadership, Management, Microsoft Office, Sales
Education
Syracuse University 1985 — 1990
BS, Psychology
Merrill Lynch June 2013 - August 2013
Capital Investment Management June 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Mathematics, Microsoft Excel, People Skills, Sales Operations, Client Relationship..., Event Management, Organization, Operations Management, Marketing Strategy, Cold Calling
Education
University of Colorado at Denver 2011 — 2014
Bachelor of Science, Finance and Accounting