Capital Securities of America
Industry: Company
DescriptionFounded: 1994 Parent organization: Wunderlich Securities, Inc.
Capital Securities of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Securities of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Capital Securities of America Employees
Employee
Years
Job
Industry
Mark Loretto Mark Loretto's Capital Securities of America Experience August 1996 - June 2008
Job General Manager /Production
Industry Retail
Experience
EB Display/Wireworks, Co 1997 - Present
EB Wireworks,Inc November 2009 - July 2013
Eb Wireworks, Inc June 2003 - November 2009
Capital Securities of America August 1996 - June 2008
Eb Wireworks, Inc. December 1997 - June 2003
Oster Enterprises, Superior Paving, Inc August 1989 - March 1996
Skills
Able to analyse..., Great Motivator, Inventory Management, Lean Manufacturing, Safety Background, Motivated self-starter, Organized Multi-tasker, Production Planning, Product Management, Production Managment, Communication Skills, Strong work ethics, Creativity, Creative Problem Solving, Cement laborer and...
Education
Kent State University
Bachelor of Business Administration (BBA)
Kent State University at Stark
Asociates Degree in Art and Sciences, Commercial Arts, 3.14
EB Display/Wireworks, Co 1997 - Present
EB Wireworks,Inc November 2009 - July 2013
Eb Wireworks, Inc June 2003 - November 2009
Capital Securities of America August 1996 - June 2008
Eb Wireworks, Inc. December 1997 - June 2003
Oster Enterprises, Superior Paving, Inc August 1989 - March 1996
Skills
Able to analyse..., Great Motivator, Inventory Management, Lean Manufacturing, Safety Background, Motivated self-starter, Organized Multi-tasker, Production Planning, Product Management, Production Managment, Communication Skills, Strong work ethics, Creativity, Creative Problem Solving, Cement laborer and...
Education
Kent State University
Bachelor of Business Administration (BBA)
Kent State University at Stark
Asociates Degree in Art and Sciences, Commercial Arts, 3.14
Chuck Moore, RFC Chuck Moore, RFC's Capital Securities of America Experience June 1999 - December 2001
Job Financial Advisor, Partner with Perry Reghetti & Associates
Industry Financial Services
Experience
Perry Reghetti & Associates January 2002 - Present
Capital Securities of America June 1999 - December 2001
Congress Lake Club June 1995 - September 2000
Education
University of Mount Union 1997 — 2001
BA, Finance, Accounting
Perry Reghetti & Associates January 2002 - Present
Capital Securities of America June 1999 - December 2001
Congress Lake Club June 1995 - September 2000
Education
University of Mount Union 1997 — 2001
BA, Finance, Accounting
Marty Cline Marty Cline's Capital Securities of America Experience May 2007 - August 2009
Job Director of Business Development, Sterne Agee Financial Services, Southeast Region
Industry Financial Services
Experience
WRP Investments, A Sterne Agee Company November 2009 - Present
Capital Securities of America May 2007 - August 2009
The Repository May 2003 - April 2007
Skills
Fixed Annuities, Mutual Funds, 401k, Retirement Planning, Retirement, Investment Advisory, IRAs, Wealth Management, Asset Allocation, Investment Strategies, Life Insurance, Securities, Investments, Long-term Care, Insurance, Strategic Financial..., Financial Advisory, Series 7, Financial Services, Alternative Investments, Wealth, Series 63
Education
Kent State University 1982 — 1986
Bachelor, Business/Marketing
Tuscarawas Valley High School 1979 — 1982
WRP Investments, A Sterne Agee Company November 2009 - Present
Capital Securities of America May 2007 - August 2009
The Repository May 2003 - April 2007
Skills
Fixed Annuities, Mutual Funds, 401k, Retirement Planning, Retirement, Investment Advisory, IRAs, Wealth Management, Asset Allocation, Investment Strategies, Life Insurance, Securities, Investments, Long-term Care, Insurance, Strategic Financial..., Financial Advisory, Series 7, Financial Services, Alternative Investments, Wealth, Series 63
Education
Kent State University 1982 — 1986
Bachelor, Business/Marketing
Tuscarawas Valley High School 1979 — 1982
Adam Alves Adam Alves's Capital Securities of America Experience 2003 - 2007
Job Senior Solutions Advisor
Industry Information Technology and Services
Experience
Higher Logic 2015 - Present
Advanced Solutions International (ASI) 2013 - 2015
Northern Capital Securities Corporation 2012 - 2013
Wunderlich Securities 2007 - 2012
Capital Securities of America 2003 - 2007
TDI, Inc. 1994 - 2003
Skills
Enterprise Software, Cloud Computing, SaaS, Management, CRM, Databases, Integration, Strategic Planning, Solution Selling, Program Management, Business Intelligence, Strategic Partnerships, Fixed Income, Equities, Leadership, Bloomberg
Education
University of Massachusetts, Amherst
BS Marketing, Isenberg School of Management, Business
Higher Logic 2015 - Present
Advanced Solutions International (ASI) 2013 - 2015
Northern Capital Securities Corporation 2012 - 2013
Wunderlich Securities 2007 - 2012
Capital Securities of America 2003 - 2007
TDI, Inc. 1994 - 2003
Skills
Enterprise Software, Cloud Computing, SaaS, Management, CRM, Databases, Integration, Strategic Planning, Solution Selling, Program Management, Business Intelligence, Strategic Partnerships, Fixed Income, Equities, Leadership, Bloomberg
Education
University of Massachusetts, Amherst
BS Marketing, Isenberg School of Management, Business
Jerry Cline's Capital Securities of America Experience June 1994 - August 2009
Job Director of Business Development Southeast Region
Industry Financial Services
Experience
Sterne Agee June 2014 - Present
WRP Investments March 2012 - Present
Capital Securities of America June 1994 - August 2009
Capital Securities of America June 1992 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics/History
Sterne Agee June 2014 - Present
WRP Investments March 2012 - Present
Capital Securities of America June 1994 - August 2009
Capital Securities of America June 1992 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Editing, C, Strategic Planning, Negotiation, Java
Education
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics
Denison University 1973 — 1977
Bachelor of Arts (B.A.), Economics/History
Ashish Jhamb's Capital Securities of America Experience May 2007 - July 2007
Job Experienced Professional
Industry Financial Services
Experience
Barclays August 2011 - July 2015
Bank of America April 2010 - July 2011
Publishers Clearing House January 2008 - July 2009
1800flowers.com September 2007 - December 2007
Capital Securities of America May 2007 - July 2007
Skills
Business Analysis, Requirements Analysis, Management, Business Strategy, Project Management, Vendor Management, Analysis, Financial Analysis, Team Management, Credit Risk Analytics, Impairment Calculations, Collection Analytics, Management Reporting, Financial Modeling, Forecasting
Education
Amity School of Engineering & Technology 2000 — 2000
Bachelor of Technology (B.Tech.)
Adelphi University
MBA
Barclays August 2011 - July 2015
Bank of America April 2010 - July 2011
Publishers Clearing House January 2008 - July 2009
1800flowers.com September 2007 - December 2007
Capital Securities of America May 2007 - July 2007
Skills
Business Analysis, Requirements Analysis, Management, Business Strategy, Project Management, Vendor Management, Analysis, Financial Analysis, Team Management, Credit Risk Analytics, Impairment Calculations, Collection Analytics, Management Reporting, Financial Modeling, Forecasting
Education
Amity School of Engineering & Technology 2000 — 2000
Bachelor of Technology (B.Tech.)
Adelphi University
MBA
Ronald Pirro's Capital Securities of America Experience November 2005 - September 2011
Job President Pirro Financial Group
Industry Financial Services
Experience
Pirro Financial Group September 2011 - Present
Capital Securities of America November 2005 - September 2011
Education
The University of Akron 1983 — 1987
Pirro Financial Group September 2011 - Present
Capital Securities of America November 2005 - September 2011
Education
The University of Akron 1983 — 1987
Mark Goldman's Capital Securities of America Experience September 2002 - 2007
Job Goldman Financial Solutions
Industry Financial Services
Experience
Wunderlich Securities March 2007 - Present
Capital Securities of America September 2002 - 2007
First Allied Securities February 1996 - September 2002
Smith Barney January 1990 - January 1996
Skills
Strategic Financial..., Small Business, Risk Management, Retirement Planning, Series 7, Financial Risk, Tax Free Income, Variable Annuities, ETFs, Alternative Investments, Wealth Management, Syndicate, Fixed Income Portfolio..., College Savings Plans, Investments, Financial Services, Finance, Management, Mutual Funds, Portfolio Management, Securities, Equities, Asset Management, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Retirement, Insurance, Investment Strategies, Financial Analysis, Fixed Income
Education
Binghamton University 1982 — 1986
BS Accounting, Accounting and Finance
State University of New York at Binghamton 1982 — 1986
BA, Accounting, Finance
Wunderlich Securities March 2007 - Present
Capital Securities of America September 2002 - 2007
First Allied Securities February 1996 - September 2002
Smith Barney January 1990 - January 1996
Skills
Strategic Financial..., Small Business, Risk Management, Retirement Planning, Series 7, Financial Risk, Tax Free Income, Variable Annuities, ETFs, Alternative Investments, Wealth Management, Syndicate, Fixed Income Portfolio..., College Savings Plans, Investments, Financial Services, Finance, Management, Mutual Funds, Portfolio Management, Securities, Equities, Asset Management, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Retirement, Insurance, Investment Strategies, Financial Analysis, Fixed Income
Education
Binghamton University 1982 — 1986
BS Accounting, Accounting and Finance
State University of New York at Binghamton 1982 — 1986
BA, Accounting, Finance
Craig Harbin's Capital Securities of America Experience July 2004 - July 2005
Job Executive Director at Manor Ridge® Wealth
Industry Financial Services
Experience
Manor Ridge® Wealth September 2014 - Present
StockCross Financial Services July 2005 - Present
Capital Securities of America July 2004 - July 2005
TD Ameritrade March 2000 - June 2004
Paine Webber April 1999 - March 2000
TD Ameritrade November 1997 - April 1999
Kennedy Cabot April 1992 - November 1997
Skills
Retirement Planning, Investment Strategies, Series 7, Wealth, IRAs, Securities, Series 63, Financial Planning, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, Equities, Investment Advisory, Investments, Finance
Education
California State University-Northridge 1987 — 1990
Finance, General
Pierce College 1983 — 1986
Finance, General
Manor Ridge® Wealth September 2014 - Present
StockCross Financial Services July 2005 - Present
Capital Securities of America July 2004 - July 2005
TD Ameritrade March 2000 - June 2004
Paine Webber April 1999 - March 2000
TD Ameritrade November 1997 - April 1999
Kennedy Cabot April 1992 - November 1997
Skills
Retirement Planning, Investment Strategies, Series 7, Wealth, IRAs, Securities, Series 63, Financial Planning, Alternative Investments, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, Equities, Investment Advisory, Investments, Finance
Education
California State University-Northridge 1987 — 1990
Finance, General
Pierce College 1983 — 1986
Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY