Capitol Financial Solutions

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Capitol Financial Solutions Employees

Employee
Years
Job
Industry
Stephen Dilger, Jr. Stephen Dilger, Jr. Raleigh-Durham, North Carolina Area Details
Stephen Dilger, Jr.'s Capitol Financial Solutions Experience April 2012 - August 2012
Job Senior Financial Analyst for Credit Suisse
Industry Banking
Experience
Credit Suisse  November 2012 - Present
Capitol Financial Solutions   April 2012 - August 2012
Stephen Dilger Custom Homes   May 2011 - April 2012
Elon University  June 2010 - July 2010
O'Patrick's Electrical   June 2008 - August 2008

Skills
Microsoft Excel, Finance

Education
Elon University - Martha and Spencer Love School of Business   2007 — 2011
BSBA, Business Management

Josh Eidson Josh Eidson Atlanta, Georgia Details
Josh Eidson's Capitol Financial Solutions Experience May 2014 - August 2014
Job Underwriter Associate at Insurance House
Industry Insurance
Experience
Insurance House  June 2015 - Present
Capitol Financial Solutions   May 2014 - August 2014
Hunter's Heroes Nonprofit   February 2014 - June 2014

Skills
Finance, Financial Analysis, Life Insurance, Investments, Wealth Management, Leadership, Retirement Planning, Mutual Funds, Strategic Financial..., Budgets, Retirement, Insurance, 401k, Financial Planning, Memes

Education
Appalachian State University   2011 — 2015
Finance & Banking, Risk Management & Insurance

Hayley Wood, CFP®, MBA Hayley Wood, CFP®, MBA Los Angeles, California Details
Hayley Wood, CFP®, MBA's Capitol Financial Solutions Experience August 2009 - February 2013
Job Relationship Manager at Signature Estate & Investment Advisors, LLC
Industry Investment Management
Experience
Signature Estate & Investment Advisors, LLC   June 2015 - Present
Financial & Investment Management Group   February 2013 - May 2015
Capitol Financial Solutions   August 2009 - February 2013
North Carolina General Assembly  May 2007 - August 2007
Appalachian State University  August 2006 - April 2007

Education
University of Hawaii at Manoa   2013 — 2015
Executive Masters of Business Administration

Appalachian State University   2005 — 2009
Finance & Banking/Marketing, Certified Financial Planning

C.E Jordan High School   2001 — 2005

Casey Story Casey Story Raleigh, North Carolina Details
Casey Story's Capitol Financial Solutions Experience May 2013 - August 2013
Job Account Executive at Curtis Media Group
Industry Marketing and Advertising
Experience
Curtis Media Group  June 2015 - Present
Tripps Restaurant  March 2011 - July 2015
National Association of Students Against Violence Everywhere (SAVE)   January 2015 - May 2015
Wake County  August 2014 - December 2014
Sigma Kappa Sorority, Gamma Phi Chapter   January 2014 - December 2014
HOWARD/MERRELL  May 2014 - August 2014
Public Relations Student Society of America, NCSU Chapter   August 2013 - July 2014
Campus Enterprises  November 2012 - April 2014
Sigma Kappa Sorority, Gamma Phi Chapter   January 2013 - December 2013
Capitol Financial Solutions   May 2013 - August 2013

Education
North Carolina State University   2011 — 2015
Bachelors of Arts, Communication- Public Relations

Nolan Sweeney Nolan Sweeney Raleigh-Durham, North Carolina Area Details
Nolan Sweeney's Capitol Financial Solutions Experience May 2013 - Present
Job Registered Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   May 2013 - Present
Navigon Financial Group  January 2011 - May 2013

Education
Appalachian State University   2003 — 2006
B.S., Biology

Catherine Danford Catherine Danford Richmond, Virginia Details
Catherine Danford's Capitol Financial Solutions Experience March 1994 - Present
Job "Assisting my clients in the accumulation and protection of wealth"
Industry Financial Services
Experience
Capitol Financial Solutions   March 1994 - Present

Skills
Financial Planning, Business Insurance, Personal Insurance, Long Term Care Insurance, Disability Income..., Products for..., Estate Conservation..., Employee Benefits, Retirement Planning, Fee-Based Managed...

Education
James Madison University
Bachelor of Social Work, Honors Graduate

David Brumbaugh, CMEA David Brumbaugh, CMEA Raleigh-Durham, North Carolina Area Details
David Brumbaugh, CMEA's Capitol Financial Solutions Experience August 2014 - November 2014
Job Senior Analyst at Robert Brumbaugh & Associates
Industry Financial Services
Experience
Robert Brumbaugh & Associates   November 2014 - Present
Capitol Financial Solutions   August 2014 - November 2014
Wyrick Robbins Yates & Ponton LLP  May 2012 - May 2014
High Cotton Ties  August 2013 - April 2014
Trial Court Administrator's Office   January 2013 - May 2013

Skills
Series 7, Series 66, Life & Health Insurance..., Long Term Care Insurance, Finance, Medicare Supplements, Outlook, PowerPoint, Event Planning, Public Speaking, Microsoft Excel, Research, Social Networking, SPSS, Policy, Social Media, Teamwork, Time Management, Customer Service, Leadership, Microsoft Word

Education
North Carolina State University   2010 — 2014
Bachelor of Arts (BA)

Millbrook High School

Anastasia Astratova Anastasia Astratova Raleigh-Durham, North Carolina Area Details
Anastasia Astratova's Capitol Financial Solutions Experience February 2010 - May 2010
Job Account Manager at Cisco
Industry Computer Networking
Experience
Cisco  January 2015 - Present
Cisco  January 2014 - January 2015
Cisco Systems  January 2013 - January 2014
Cisco Systems  August 2011 - January 2013
Caterpillar Inc.  August 2010 - December 2010
Orkin/ Rollins Inc   May 2010 - July 2010
Capitol Financial Solutions   February 2010 - May 2010
Allen Tate Realtors  June 2007 - July 2007
Charlotte Douglas International Airport  June 2006 - July 2006

Skills
Finance, Pricing, Microsoft Office, Forecasting, Microsoft Excel, PowerPoint, Financial Analysis, Access, Analysis, Cross-functional Team..., Process Improvement, Data Analysis, Microsoft Word, Financial Modeling, Salesforce.com, Financial Reporting, Business Objects, Contract Negotiation, Profit Margins, Technology Needs..., Sales, Customer Service, Customer Satisfaction, Account Management, WebEx, Software Solution Sales

Education
North Carolina State University   2007 — 2011
B.S, Business Administration

Myers Park

Myers Park

Alex Moss Alex Moss Charlotte, North Carolina Area Details
Alex Moss's Capitol Financial Solutions Experience April 2014 - September 2014
Job Investment Services Advisor at PNC
Industry Financial Services
Experience
PNC  2015 - Present
UBS Wealth Management  2014 - 2015
Capitol Financial Solutions   April 2014 - September 2014
Dobi Financial Group, LLC.   2013 - 2014
UNC Charlotte  August 2012 - 2014
Harris Teeter  September 2009 - July 2013
Bethel Presbyterian Church  May 2012 - August 2012

Education
UNC Charlotte   2011 — 2014
B.S.B.A. Finance, Minor in Religious Studies, Summa Cum Laude

Matthew Hale Matthew Hale Richmond, Virginia Area Details
Matthew Hale's Capitol Financial Solutions Experience November 2007 - April 2010
Job Investment Advisor Representative at Chancery Advisory Concepts
Industry Financial Services
Experience
Chancery Advisory Concepts   April 2010 - Present
Capitol Financial Solutions   November 2007 - April 2010

Skills
Financial Services, Securities, Retirement Planning, Leadership, Life Insurance, Retirement, Investments, 401k, Employee Benefits, Finance, Customer Service, Strategic Financial..., Public Speaking, Financial Analysis, IRAs

Education
University of Richmond   2002 — 2007

Johnathan Mayshak Johnathan Mayshak Raleigh-Durham, North Carolina Area Details
Johnathan Mayshak's Capitol Financial Solutions Experience 2011 - 2013
Job Financial Consultant & Business Professional
Industry Financial Services
Experience
Triangle Business System, Inc.   2013 - Present
Mayshak Industries, LLC   May 2010 - Present
Capitol Financial Solutions   2011 - 2013
JM Communication Consultants LLC   February 2009 - October 2011

Skills
Mutual Funds, Retirement Planning, Long-term Care, Annuities, Disability Insurance, Executive Compensation, Investments, Financial Planning, 401k, Estate Planning, Personal Finance, Asset Management, Portfolio Management, Professional Athlete..., Professional Athlete..., Business Succession..., Buy-sell Agreements, Life Insu, Whole Life, Fixed Annuities, IRAs, Wealth Management, Life Insurance, Investment Advisory, Series 63, Asset Allocation, Retirement, Strategic Financial...

Education
North Carolina State University - College of Management   2004 — 2007
Business Administration, Human Resources & Finance

NC A&T   2002 — 2004
Business Administration and Management, General

C.E Jordan High   1998 — 2002
General Studies

Matthew Glova, CFP®, CLTC Matthew Glova, CFP®, CLTC Raleigh-Durham, North Carolina Area Details
Matthew Glova, CFP®, CLTC's Capitol Financial Solutions Experience 2007 - 2010
Job Financial Services
Industry Financial Services
Experience
LifeTime Asset Management   2010 - Present
Capitol Financial Solutions   2007 - 2010

Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Financial Services, Securities, Retirement, Mutual Funds, Finance, Financial Advisory, Investment Advisory, Series 7

Education
Duke University   2008 — 2009
Certified Financial Planner

University of North Carolina at Wilmington   2005 — 2007
BS, Finance

Clarkston High School   1998 — 2001
High School

Adam Packett Adam Packett Richmond, Virginia Area Details
Adam Packett's Capitol Financial Solutions Experience August 2006 - March 2010
Job Senior Account Executive
Industry Computer Software
Experience
Snagajob  March 2010 - Present
Capitol Financial Solutions   August 2006 - March 2010

Skills
Competitive Analysis, Negotiation, Customer Relations, Customer Service, Talent Management, SaaS, Human Capital Management, Business Analysis, Business Strategy, Solution Selling, Contract Negotiation, Forecasting, Networking, Sales, Lead Generation, Written & Oral..., New Business Development, Applicant Tracking..., Strategic Partnerships, NetSuite, Business Development

Education
University of Richmond   2002 — 2006
B.S., Business Administration

Ben Hedgepeth Ben Hedgepeth Raleigh-Durham, North Carolina Area Details
Ben Hedgepeth's Capitol Financial Solutions Experience January 2006 - April 2014
Job Owner at Think Promotional Group
Industry Marketing and Advertising
Experience
Think Promotional Group   April 2014 - Present
Capitol Financial Solutions   January 2006 - April 2014

Education
North Carolina State University
B.A., Finance

Jana Moss Jana Moss Emerald Isle, North Carolina Details
Jana Moss's Capitol Financial Solutions Experience September 2011 - January 2013
Job Business Development Supervisor at Transportation Impact/First Flight Solutions
Industry Logistics and Supply Chain
Experience
Transportation Impact, LLC  November 2013 - Present
First Flight Solutions   November 2013 - Present
JV Clothiers   June 2012 - November 2013
Capitol Financial Solutions   September 2011 - January 2013
Kimley-Horn and Associates, Inc.   May 2007 - August 2011

Skills
Microsoft Excel, Social Media, Internal Communications, Public Relations, Marketing Communications, Social Media Marketing, Event Planning, Facebook, Media Relations, Business Development

Education
North Carolina State University   2002 — 2006
BA in Communication, Public Relations

Ryan Whitley CFP® Ryan Whitley CFP® Charlotte, North Carolina Details
Ryan Whitley CFP®'s Capitol Financial Solutions Experience July 2007 - June 2012
Job Comprehensive Financial Planning – Building, Preserving & Empowering Wealth
Industry Financial Services
Experience
Waddell & Reed  November 2014 - Present
Ridge Rock Financial   June 2012 - November 2014
Capitol Financial Solutions   July 2007 - June 2012
AXA Advisors  June 2005 - June 2007

Education
Elon University
Bachelor of Science (BS), Finance, General

The American College
Certified Financial Planner Program

Turner Simpson Turner Simpson Winston Salem, North Carolina Details
Turner Simpson's Capitol Financial Solutions Experience September 2012 - December 2012
Job Financial Analyst II at BB&T
Industry Investment Management
Experience
The University of North Carolina at Greensboro (UNCG)   May 2015 - July 2015
BB&T  June 2013 - April 2015
Capitol Financial Solutions   September 2012 - December 2012
Foodbuy, LLC  May 2012 - August 2012
State Farm Insurance  May 2011 - September 2011
INDERA Mills Manufacturing Company   December 2010 - January 2011
Graylyn International Conference Center  June 2009 - August 2010

Skills
Microsoft Office, HTML, Adobe Professional, Hyperion Enterprise, Financial Analysis, Financial Reporting

Education
North Carolina State University   2009 — 2013
Bachelor of Science (B.S.), Business Administration - Finance

Mount Tabor High School   2005 — 2009

Adrienne Moorefield Adrienne Moorefield New York, New York Details
Adrienne Moorefield's Capitol Financial Solutions Experience June 2012 - August 2012
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  February 2014 - Present
Deloitte  June 2013 - August 2013
Capitol Financial Solutions   June 2012 - August 2012
Aflac  June 2010 - August 2010

Skills
Microsoft Office, Data Analysis, Financial Analysis, Microsoft Excel, Management Consulting, Financial Modeling, Strategy, Business Analysis, Analysis, PowerPoint, Analytics, Business Process...

Education
North Carolina State University   2009 — 2013
Business and International Studies, Finance and International Relations

James Collin Irving James Collin Irving Raleigh, North Carolina Details
James Collin Irving's Capitol Financial Solutions Experience July 2010 - November 2010
Job Associates Spine Sales Representative, NorthState Surgical Devices
Industry Medical Devices
Experience
NorthState Surgical Devices   March 2015 - Present
NorthState Surgical Devices   May 2013 - Present
Lenovo  July 2012 - May 2013
Lulu.com  October 2011 - March 2012
Lulu.com  November 2010 - October 2011
Capitol Financial Solutions   July 2010 - November 2010

Skills
Social Media, Access, Customer Relations, Account Management, Customer Service, Salesforce.com, Analysis, Customer Retention, Market Research, Time Management, Leadership, Teamwork, Business Development, Vendor Management, Business Analysis

Education
Appalachian State University   2006 — 2010
Bachelor of Science in Business Administration, Economics

Needham Broughton High School   2002 — 2006

C. Shane Gurganus C. Shane Gurganus Raleigh, North Carolina Details
C. Shane Gurganus's Capitol Financial Solutions Experience June 2003 - Present
Job Investment Advisor Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   June 2003 - Present

Education
University of North Carolina at Wilmington   1999 — 2003
Bachelor of Science (BS), Marketing

Dustin Dean Dustin Dean Harrisonburg, Virginia Details
Dustin Dean's Capitol Financial Solutions Experience May 2009 - March 2013
Job Branch Examiner
Industry Financial Services
Experience
LPL Financial  June 2015 - Present
Strategic Financial Group, LLC  March 2013 - June 2015
FSC Securities  March 2013 - May 2015
Capitol Financial Solutions   May 2009 - March 2013

Skills
Retirement Planning, Fixed Annuities, IRAs, Roth IRA, Retirement, 401k Rollovers, Variable Annuities, Long-term Care, Securities, Key Person Insurance, Buy-sell Agreements, 529 Plans, Brokerage, Disability Insurance, Long Term Care Insurance, 401k, Whole Life, Strategic Financial..., Wealth Management, Life Insurance, College Savings Plans, Wealth Accumulation, IRA's, Mutual Funds, Estate Planning, Investments, Financial Advisory, Financial Planning

Education
University of Richmond   2005 — 2009
BA, Rhetoric and Communication Studies & Business Administration

Harrisonburg High School

Taylor Thacker Taylor Thacker Richmond, Virginia Area Details
Taylor Thacker's Capitol Financial Solutions Experience June 2011 - June 2014
Job Group Account Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America  July 2014 - Present
Capitol Financial Solutions   June 2011 - June 2014

Education
Hampden-Sydney College   2007 — 2011
BA, Economics & Commerce

Deep Run High School   2003 — 2007

Simon Kang Simon Kang Charlotte, North Carolina Details
Simon Kang's Capitol Financial Solutions Experience May 2012 - August 2012
Job Project Manager at Passport Mobile Payments for Parking and Transit
Industry Information Technology and Services
Experience
Passport - Mobile Payments for Parking and Transit  December 2014 - Present
Lenovo  May 2014 - 2014
Cisco Systems  January 2013 - December 2013
Capitol Financial Solutions   May 2012 - August 2012
Vineyard Vines  January 2010 - May 2012

Skills
Microsoft Excel, Microsoft Word, Analysis, Problem Solving, Microsoft Office, PowerPoint

Education
North Carolina State University - College of Management   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Joshua Lee Potter Joshua Lee Potter Raleigh, North Carolina Details
Joshua Lee Potter's Capitol Financial Solutions Experience 2011 - 2011
Job Lead Project Analyst, Vendor Management at PRA Health Sciences
Industry Financial Services
Experience
PRA Health Sciences  June 2015 - Present
PRA Health Sciences  April 2013 - June 2015
Target  June 2012 - April 2013
Alpha Kappa Psi  December 2009 - December 2011
Capitol Financial Solutions   2011 - 2011

Skills
Leadership, Data Analysis, Budgets, Analysis, Financial Analysis, Team Leadership, Microsoft Excel, Time Management, Project Finance, Sales, Collaboration, Critical Thinking, Project Analysis, PowerPoint, Budget Monitoring, Training, Customer Service, Microsoft Office, Finance, Marketing, Collaborative Problem..., Revenue Analysis, Public Speaking, Communication, Microsoft Word, Revenue, Teamwork, Social Networking, Social Media Marketing, Growth Investing, Project Management, Revenue Cycle, Outlook, Management, Strategic Planning, Risk Management, Interviews, Team Building, Vendor Contracts, contracts and budgets, Forecasting, Datasets, OBIEE, Salesforce.com, Employee Training, Strategic Thinking, Lean Thinking, Independent Thinking, Lateral Thinking

Education
East Carolina University   2008 — 2012
Bachelor of Science in Business Administration, Financial Services

Ben Rogers Ben Rogers Richmond, Virginia Area Details
Ben Rogers's Capitol Financial Solutions Experience May 2011 - August 2011
Job Realtor at Hometown Realty
Industry Real Estate
Experience
Hometown Realty  June 2012 - Present
Loveland Distributing   December 2011 - January 2012
Capitol Financial Solutions   May 2011 - August 2011
Hometown Realty  May 2011 - August 2011
Islamorada Restaurant   December 2008 - August 2009
R-CI Builders   January 2003 - January 2009

Skills
Sellers, Marketing, Leadership, Investment Properties, Investments, Public Speaking, Microsoft Excel, Training, Customer Service, Real Estate, PowerPoint, First Time Home Buyers, Residential Homes, Research, Sales Process, Sales, Time Management, Selling, Social Media, Microsoft Office, Real Estate Transactions, Nonprofits, Real Property, Management, Event Planning, Foreclosures

Education
Hampden-Sydney College   2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.49

Dillon Burdette Dillon Burdette Raleigh, North Carolina Details
Dillon Burdette's Capitol Financial Solutions Experience September 2014 - November 2014
Job Financial Professional, AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors  December 2014 - Present
City of Raleigh Municipal Government  March 2014 - December 2014
Capitol Financial Solutions   September 2014 - November 2014
Merrill Lynch  June 2014 - July 2014
Rotunda Builders   May 2013 - July 2013

Skills
Finance, Insurance, Financial Planning, Business Planning, Investments, Target Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Media, Sports, Microsoft Word, PowerPoint

Education
North Carolina State University   2011 — 2015
Bachelor’s Degree, Dual B.S. Accounting & Entrepreneurship, Graduate

Hickory Ridge High School   2007 — 2012
High School Diploma

Ryan Mace Ryan Mace Richmond, Virginia Area Details
Ryan Mace's Capitol Financial Solutions Experience September 2007 - June 2010
Job Business Development Consultant at CUI
Industry Financial Services
Experience
CUI  January 2014 - Present
Onda Medical   June 2010 - February 2014
Capitol Financial Solutions   September 2007 - June 2010

Skills
Retirement Planning, Long Term Care Insurance, IRAs, Start-ups, Leadership, Business Development, Entrepreneurship, Social Networking, Management, Team Building, Microsoft Office, Sales

Education
University of Richmond   2002 — 2006
Bachelor's Degree, Rhetoric and Communication Studies

Bryan Holbrooks Bryan Holbrooks Richmond, Virginia Area Details
Bryan Holbrooks's Capitol Financial Solutions Experience June 2012 - July 2012
Job Financial Analyst at Lumber Liquidators
Industry Retail
Experience
Lumber Liquidators  May 2015 - Present
Elephant Insurance  August 2013 - May 2015
Elephant Insurance  June 2013 - August 2013
Capitol Financial Solutions   June 2012 - July 2012

Skills
Asset Managment, Equity Research Analysis, Financial Statement..., Economics, Investments, Forecasting, Accounting, Financial Analysis, Financial Modeling

Education
Hampden-Sydney College   2011 — 2013
Bachelor of Arts, Economics and Commerce

University of Virginia   2010 — 2011

Central Virginia Community College   2008 — 2010
Associates of Arts and Sciences, General Studies

Chandler Knox Chandler Knox Charlotte, North Carolina Area Details
Chandler Knox's Capitol Financial Solutions Experience May 2011 - August 2011
Job District Manager at ALDI Stores
Industry Retail
Experience
ALDI Stores  June 2012 - Present
Capitol Financial Solutions   May 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Team Leadership, Leadership, Time Management, Teamwork, Merchandising, Social Media, Team Building, Outlook, Marketing, Sales

Education
North Carolina State University   2008 — 2012
BA, Business Administration

F. Lawrence (Larry) Jones, CFP® F. Lawrence (Larry) Jones, CFP® Charlotte, North Carolina Area Details
F. Lawrence (Larry) Jones, CFP®'s Capitol Financial Solutions Experience August 1991 - Present
Job Investment Advisor Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   August 1991 - Present
John Hancock Financial Services  2006 - 2008
John Hancock Financial Services  2000 - 2008
Kaydon Corporation  1986 - 1990
Kaydon Corporation  1984 - 1986

Skills
Wealth Management, Investments, Retirement Income..., Retirement Planning, Small Business..., Life Insurance, Long Term Care Insurance, Disability Insurance

Education
College for Financial Planning
CFP, Certified Financial Planner

Indiana University - Kelley School of Business
MBA, Marketing

Purdue University
BSME, Mechanical Engineering

United States Naval Academy
Mechanical Engineering

Craig Warnement Craig Warnement Charlotte, North Carolina Details
Craig Warnement's Capitol Financial Solutions Experience September 2010 - March 2013
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  March 2013 - Present
Capitol Financial Solutions   September 2010 - March 2013

Skills
Wealth Management, Uniform Combined State..., Strategic Financial..., Series 7, Retirement Planning, Asset Allocation, Investments, Estate Planning, 401k, Retirement, Financial Advisory, Life Insurance, Disability Insurance, Wealth

Education
Hampden-Sydney College

Allison Sharpe Allison Sharpe Raleigh-Durham, North Carolina Area Details
Allison Sharpe's Capitol Financial Solutions Experience January 2014 - Present
Job Vice President, Firm Supervision at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   January 2014 - Present
Dispute Settlement Center, Inc.   2014 - 2014
Capitol Financial Solutions   August 2011 - December 2013
Capitol Financial Solutions   August 2010 - August 2011
Capitol Financial Solutions   March 2005 - August 2010
National Commerce Financial  2003 - 2005
Santa Fe Relocation Services  1999 - 2003
Global Silverhawk   1997 - 1998

Education
Creighton University School of Law   2010 — 2011
M.A., Negotiation & Conflict Resolution

Guilford College   1992 — 1996
B.S., Justice & Policy Studies

Harrison Sasser Harrison Sasser Wilmington, North Carolina Area Details
Harrison Sasser's Capitol Financial Solutions Experience May 2009 - September 2010
Job Gentlemen's Corner, Wilmington NC
Industry Retail
Experience
Capitol Financial Solutions   May 2009 - September 2010
Capitol Financial Solutions   May 2009 - September 2010
Merrill Lynch  January 2009 - May 2009
MERRILL LYNCH & COMPANY INC   January 2009 - May 2009
Brock and Scott PLLC  August 2008 - April 2009
Linprint   June 2008 - September 2008

Education
University of North Carolina at Wilmington   2005 — 2009
B.S.B.A., Marketing

2005 - 2009UNIVERSITY OF NORTH CAROLINA AT
Bachelor of Science, Business Administration, Marketing

Corbin Oliver Corbin Oliver Raleigh, North Carolina Details
Corbin Oliver's Capitol Financial Solutions Experience September 2014 - Present
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   September 2014 - Present
Buffalo Wild Wings  April 2012 - September 2013
Harris Teeter  April 2009 - March 2012

Skills
Financial Needs Analysis, Retirement Planning, College Funding..., Wealth Management, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance

Education
North Carolina State University - College of Management   2010 — 2014
B.S. Business Administration- Finance Concentration, Finance, 3.1 GPA

Sean Godwin Sean Godwin Raleigh-Durham, North Carolina Area Details
Sean Godwin's Capitol Financial Solutions Experience August 2013 - Present
Job Investment Advisor Representativer at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   August 2013 - Present
MassMutual Financial Group  January 2007 - August 2013
The Piedmont Group   2000 - August 2013

Skills
Disability Insurance, Wealth Management, Life Insurance, Special Needs Trusts, Business Planning, Charitable Gift Planning, 401k, College Funding..., Estate Planning

Education
East Carolina University - College of Business
Business

December Lee December Lee Jacksonville, Florida Details
December Lee's Capitol Financial Solutions Experience August 2009 - March 2011
Job Assistant Vice President FX Communications and Trade Surveillance at Deutsche Bank
Industry Financial Services
Experience
Columbia College  March 2015 - Present
Deutsche Bank  July 2014 - Present
Financial Industry Regulatory Authority  June 2012 - July 2014
H. Beck, Inc.   August 2011 - May 2012
Capitol Financial Solutions   August 2009 - March 2011
UBS Wealth Management  January 2008 - October 2008
Wachovia Securities Financial Network  October 2006 - January 2008

Skills
Series 24, Strategic Financial..., Asset Management, Investments, Securities, Microsoft Word, Research, PowerPoint, Series 7, Uniform Combined State..., Equities, Microsoft Office, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Analysis

Education
University of Massachusetts Boston   2011 — 2014
Master of Arts (M.A.), Applied Linguistics

Capella University   2007 — 2010
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

James Madison University   2002 — 2006
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General

James Madison University - College of Business   2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business

Adam Dull, CSCS Adam Dull, CSCS Raleigh-Durham, North Carolina Area Details
Adam Dull, CSCS's Capitol Financial Solutions Experience June 2013 - December 2014
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC  January 2015 - Present
Capitol Financial Solutions   June 2013 - December 2014
Athletes' Performance  November 2010 - November 2013
Raleigh Orthopaedic Clinic  November 2010 - December 2012
Athletes Compound   January 2010 - May 2010

Education
East Carolina University   2006 — 2010
Exercise Physiology

Greylan Snidow Greylan Snidow Richmond, Virginia Area Details
Greylan Snidow's Capitol Financial Solutions Experience 2013 - Present
Job Sports Professional
Industry Sports
Experience
Capitol Financial Solutions   2013 - Present
Hunting Hawk Golf Club   2011 - 2012
Richmond Flying Squirrels  2011 - 2011

Education
Lynchburg College
Bachelor of Arts (BA), Sport Management

Kent Thompson Kent Thompson Raleigh, North Carolina Details
Kent Thompson's Capitol Financial Solutions Experience June 2013 - Present
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   June 2013 - Present
Financial Directions Group   January 2009 - June 2013
First Allied Securities  2009 - June 2013
Sagemark Consulting  July 2002 - January 2009
Wachovia Bank  May 1998 - July 2002
Merrill Lynch  November 1992 - April 1998

Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Retirement, Strategy, Finance, Insurance, Long-term Care, Financial Planners, Tax, Analysis

Education
College for Financial Planning
Master of Science (M.S.), Financial Planning and Services

College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ practitioner, Financial Planning and Services

Western Carolina University   1975 — 1977
ABT Masters Degree, Clinical Psychology, Didn't finish my Thesis

St. Andrews Presbyterian College   1971 — 1974
BA, Psychology

UVA   1969 — 1971
none, Religion

Steven M. Consiglio, MS, CLTC Steven M. Consiglio, MS, CLTC Richmond, Virginia Area Details
Steven M. Consiglio, MS, CLTC's Capitol Financial Solutions Experience December 2003 - Present
Job Investment Advisor Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   December 2003 - Present

Education
Virginia Commonwealth University   2001 — 2002
MS, Sports Management

Roanoke College   1994 — 1998
BS, Sports Medicine

Bert Loflin, CLU Bert Loflin, CLU Lynchburg, Virginia Area Details
Bert Loflin, CLU's Capitol Financial Solutions Experience September 2003 - May 2012
Job Wealth Management Advisor
Industry Financial Services
Experience
The Main Street Group/LPL Financial   May 2012 - Present
Capitol Financial Solutions   September 2003 - May 2012
John Hancock Life Insurance Company (U.S.A.)   September 2003 - December 2008
AXA Advisors, LLC  October 1978 - August 2003

Skills
Long-term Care, Retirement Planning, Financial Planning, Insurance, 401k, Wealth, Retirement, Financial Advisory, Mutual Funds, Investments, Wealth Management

Education
The American College   1979 — 2002
CLU, All facets of financial planning

Virginia Military Institute   1974 — 1978
Bachelor of Arts (BA), History, Biology

David Booker, CFP®,CRPC® David Booker, CFP®,CRPC® Raleigh-Durham, North Carolina Area Details
David Booker, CFP®,CRPC®'s Capitol Financial Solutions Experience August 2014 - Present
Job Financial Advisor at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   August 2014 - Present
MetLife  May 2012 - August 2014
Ameriprise Financial  September 2004 - May 2012

Skills
Financial Planning, Wealth Management, Investments, Social Security, Life Insurance, Long Term Care Insurance, Business Planning

Education
University of North Carolina at Chapel Hill   1994 — 1998
BA, BA, International Studies, French

David Hirsch David Hirsch Raleigh-Durham, North Carolina Area Details
David Hirsch's Capitol Financial Solutions Experience February 2010 - April 2011
Job Business Development Representative at Frankel Staffing Partners
Industry Staffing and Recruiting
Experience
Frankel Staffing Partners  July 2011 - Present
Capitol Financial Solutions   February 2010 - April 2011
Northwestern Mutual Financial Network  September 2006 - January 2010
Bloomsbury Bistro   March 2002 - October 2005
Janos   February 1999 - December 2001

Skills
Business Development, Cold Calling, Account Management, Leadership, Salesforce.com, Recruiting, Sales, Customer Service, Lead Generation, Budgets, Microsoft Excel, Social Media Marketing, New Business Development, CRM, Social Networking, Staffing Services, Helping Clients Succeed, GSA Schedule, GSA Contracting, Building Relationships, Business Networking, Social Media, Employee Benefits, Problem Solving, Sales Prospecting, Fundraising, Networking, Management, Sales Operations, Strategic Planning

Education
University of Arizona   1992 — 1996
Sociology, French

Fox Lane High School   1988 — 1992

Randy Moorehead Randy Moorehead Raleigh-Durham, North Carolina Area Details
Randy Moorehead's Capitol Financial Solutions Experience 2015 - Present
Job Financial Advisor Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   2015 - Present
AXA Advisors, LLC  January 2009 - July 2015
Sentry Insurance  2000 - 2008
General Motors Corporation  January 1969 - September 1996

Education
The Defiance College   1989 — 1994
BS, Management

East Carolina University   1967 — 1968
Bachelor of Business Administration (B.B.A.)

Heather Reifschneider Heather Reifschneider Raleigh, North Carolina Details
Heather Reifschneider's Capitol Financial Solutions Experience June 2014 - Present
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Capitol Financial Solutions   June 2014 - Present
The McClatchy Company  January 2010 - June 2013
Freelance Marketing Consultant  2002 - 2010
Greensboro News & Record  2000 - 2002

Skills
Online Advertising, Cold Calling, Team Building, Sales, Lead Generation, Account Management, Marketing Communications, Marketing, Advertising, Social Media Marketing, Sales Presentations, Public Speaking, Management, Sales Operations, Advertising Sales, Strategic Planning, Customer Service, Customer Satisfaction, Marketing Strategy

Education
University of North Carolina at Greensboro   1995 — 1999
Communications

Erika Martin Erika Martin Raleigh, North Carolina Details
Erika Martin's Capitol Financial Solutions Experience June 2013 - June 2014
Job Director of Marketing at MassMutual Financial Group
Industry Marketing and Advertising
Experience
MassMutual Financial Group  June 2015 - Present
Northwestern Mutual  June 2014 - June 2015
Capitol Financial Solutions   June 2013 - June 2014
Patterson Pope  October 2012 - June 2013
WhirlWind Creative  October 2012 - February 2013
Patterson Pope  May 2011 - August 2011

Education
University of Mississippi   2008 — 2012
Bachelor of Arts (B.A.), Public Policy Leadership, History

Pat Wilkins Pat Wilkins Raleigh, North Carolina Details
Pat Wilkins's Capitol Financial Solutions Experience August 2013 - April 2015
Job Business Development Associate Team Lead at Hill, Chesson & Woody
Industry Insurance
Experience
Hill, Chesson & Woody   April 2015 - Present
Wilkins Etcetera   May 2005 - Present
SAFEchild, Inc  July 2014 - July 2015
Capitol Financial Solutions   August 2013 - April 2015
Chamber of Commerce  July 2013 - June 2014
Junior League of Raleigh  June 2001 - May 2013
The Limited Inc  August 1988 - January 2000

Skills
Nonprofits, Insurance, Team Building, Event Planning, Social Media, Fundraising, Strategic Planning, Customer Service, Marketing Strategy, Leadership Development, Marketing, Public Relations, Organizational..., Leadership, Event Management, Public Speaking, Marketing Communications, Program Management

Education
University of North Carolina at Chapel Hill   1980 — 1984
Bachelor of Science (BS), Business Management and Psychology

Dylan Turner Dylan Turner Charlotte, North Carolina Details
Dylan Turner's Capitol Financial Solutions Experience May 2013 - August 2013
Job Junior Auditor at Connolly, LLC
Industry Accounting
Experience
Connolly, LLC  June 2015 - Present
Medfusion Inc.  September 2014 - June 2015
North Carolina State University  August 2011 - June 2015
Hood Packaging  May 2014 - August 2014
Alumni Hall Stores  May 2013 - May 2014
Capitol Financial Solutions   May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Salesforce.com, Time Management

Education
North Carolina State University   2011 — 2015
Bachelor’s Degree, Accounting, Cum Laude

Ashley Turner Ashley Turner Charlotte, North Carolina Area Details
Ashley Turner's Capitol Financial Solutions Experience May 2013 - September 2014
Job College Recruiter at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures  September 2014 - Present
Capitol Financial Solutions   May 2013 - September 2014
Capitol Financial Solutions   May 2012 - May 2013
Capitol Financial Solutions   June 2011 - August 2011
Hidden Valley Country Club  May 2005 - August 2009
E. I. Randel   November 2007 - August 2008

Skills
Sales, PowerPoint, Microsoft Excel, Facebook, Microsoft Word, Microsoft Office, Social Media, Marketing

Education
Elon University   2008 — 2012
Bachelor of Science (B.S.), Marketing- Sales Focused

North Cross School   1998 — 2012

Charles Ball Charles Ball Miami, Florida Details
Charles Ball's Capitol Financial Solutions Experience June 2009 - July 2010
Job Account Manager at 1WorldSync
Industry Computer Software
Experience
1WorldSync  September 2015 - Present
ChannelAdvisor  August 2014 - August 2015
ChannelAdvisor  March 2012 - August 2014
Sageworks, Inc.   January 2011 - March 2012
Sageworks Inc  April 2010 - January 2011
Capitol Financial Solutions   June 2009 - July 2010
STOUT STUART McGOWEN & KING LLP  January 2009 - May 2009

Skills
Account Management, Sales Management, Sales, SaaS, Sales Process, E-commerce, Cold Calling, Social Media, Sales Operations, Sales Presentations, Salesforce.com, Selling, B2B, Contract Negotiation, New Business Development, Direct Sales, Marketing, Management, Lead Generation, Direct Marketing, Retail, CRM, Competitive Analysis, Email Marketing, Customer Retention, Forecasting, Social Media Marketing, Solution Selling, Negotiation, Online Marketing, Business Development, Business Planning, Online Advertising, Marketing Strategy, International Sales, Strategic Partnerships, Integrated Marketing, Start-ups, Market Research, Enterprise Software, Strategy, Leadership, Time Management, Product Marketing, Cloud Computing, Entrepreneurship, Digital Marketing, Product Management, Building Relationships, Channel Partners

Education
Elon University   2005 — 2009
Bachelor of Science, Business Administration; Finance

Elon University - Martha and Spencer Love School of Business   2005 — 2009
Finance

Justin Vidovich Justin Vidovich Raleigh, North Carolina Details
Justin Vidovich's Capitol Financial Solutions Experience 2010 - 2012
Job Associate Vice President Professional Services/Service Team Manager at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc.  May 2015 - Present
Tamarac Inc.  December 2013 - Present
Tamarac Inc.  December 2012 - December 2013
Capitol Financial Solutions   2010 - 2012
Ciba  2009 - 2010

Skills
Series 6, Series 63, Retirement Planning, Long Term Care, Investments, Estate Planning, 401k, Insurance, SQL, Microsoft CRM, Technical Training, Personal Finance, Financial Planning, Asset Management, Annuities, Financial Analysis, Mutual Funds, Executive Pay, Asset Allocation, Investment Strategies, Portfolio Management, Leadership, Life Insurance, Microsoft Excel, Finance, CRM, Retirement, Training, Management, Microsoft Office, Financial Services, Customer Service, Wealth Management, Strategic Planning

Education
Appalachian State University
BSBA, Finance/Banking/CFP

Wesleyan Academy

Gwendolyn Wood Gwendolyn Wood Richmond, Virginia Area Details
Gwendolyn Wood's Capitol Financial Solutions Experience Registered Rep.Capitol Financial Solutions2005 - 2011
Job Registered Representative at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   Registered Rep.Capitol Financial Solutions2005 - 2011

Education
Hampton University
Bachelor of Arts, Mass Media

Northwestern University
Masters of Art, Film

David Visted David Visted Raleigh, North Carolina Details
David Visted's Capitol Financial Solutions Experience July 2005 - December 2008
Job Senior Sales Associate at Hendrick Dodge
Industry Automotive
Experience
Hendrick Automotive Group- Dodge   July 2011 - Present
Merge Meetings Inc   August 2010 - March 2011
Fitness World NC   February 2010 - July 2010
Sageworks Inc  May 2009 - October 2009
Capitol Financial Solutions   July 2005 - December 2008

Skills
Customer Service, Account Management, Sales, Sales Management, Salesforce.com, Sales Process, Cold Calling, Customer Satisfaction, Marketing Strategy, Sales Operations, Business Development, Microsoft Office

Education
Elon   2000 — 2005
Bachelor of Science (BS), Marketing

Elon University   2000 — 2005
B.S, Business; Marketing

West Springfield High School   1996 — 2000

Chris Grigsby Chris Grigsby Cary, North Carolina Details
Chris Grigsby's Capitol Financial Solutions Experience September 2010 - January 2012
Job Realtor at Fonville Morisey Realty
Industry Real Estate
Experience
Fonville Morisey Realty  August 2015 - Present
Liquid EHR   April 2015 - August 2015
Moore and Johnson Agency  May 2012 - May 2015
Moore and Johnson Agency  April 2012 - May 2015
Moore and Johnson Agency  2012 - 2015
Moore and Johnson Agency  2012 - 2015
Capitol Financial Solutions   September 2010 - January 2012
SAS Institute  May 2009 - July 2009

Skills
Insurance, Property & Casualty..., Customer Service, Management, Underwriting, Risk Management, Workers Compensation, Commercial Insurance, Liability, Sales, Software Development, EHR, Long-term Care, Leadership, Time Management, Fixed Annuities, Retirement Planning, Health Insurance, PaintShop Pro, Life Insurance, Legal Liability, Microsoft Office, 401k

Education
Appalachian State University   2006 — 2010
BS, Finance and Insurance

Debbie Maiella Debbie Maiella Raleigh-Durham, North Carolina Area Details
Debbie Maiella's Capitol Financial Solutions Experience January 2013 - March 2015
Job Accountant at Atlantic Ave Orchid & Garden
Industry Accounting
Experience
Atlantic Avenue Orchid & Garden Center   March 2015 - Present
Capitol Financial Solutions   January 2013 - March 2015
Chloe’s Furniture   May 2011 - February 2012
DirectBuy of Las Vegas East   April 2008 - December 2009
NextGen Healthcare Information Systems, Inc   May 2006 - March 2008
TPC at The Canyons   February 1998 - March 2006

Skills
Payroll, Administrative..., Human Resources, Invoicing, ADP Payroll, Account Reconciliation, Training, Bookkeeping, Administration, Benefits Administration, Financial Statements, Budgets, Payroll Taxes

Education
Longwood HS   1989 — 1991

Boston University

Bob Snidow Bob Snidow Richmond, Virginia Area Details
Bob Snidow's Capitol Financial Solutions Experience 1983 - Present
Job Financial Advisor, CFP®, RICP®, CLU, ChFC at Capitol Financial Solutions
Industry Financial Services
Experience
Capitol Financial Solutions   1983 - Present

Education
Hampden-Sydney College   1977 — 1981
Bachelor of Arts (B.A.), Economics

The American College
CERTIFIED FINANCIAL PLANNER(TM) practitioner (CFP(R)), Financial Planning and Services

The American College
Chartered Life Underwriter (CLU), Financial Planning and Services

The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services

The American College
Retirement Income Certified Professional® (RICP), Financial Planning and Services

Melody S Willis Melody S Willis Raleigh-Durham, North Carolina Area Details
Melody S Willis's Capitol Financial Solutions Experience May 2013 - Present
Job Director of Finance at Capitol Financial Solutions
Industry Accounting
Experience
Capitol Financial Solutions   May 2013 - Present

Education
University of North Carolina at Charlotte   1980 — 1984
BS, Accounting

Cody Margaretten Cody Margaretten Raleigh-Durham, North Carolina Area Details
Cody Margaretten's Capitol Financial Solutions Experience November 2014 - Present
Job Professional Recruiter
Industry Staffing and Recruiting
Experience
Capitol Financial Solutions   November 2014 - Present
Tangible Security  June 2013 - Present
Aerotek  October 2008 - December 2011
Best Buy  July 2006 - October 2008

Skills
Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Internet Recruiting, Staffing Services, Temporary Placement, College Recruiting, Contract Recruitment, Cold Calling, Onboarding, Benefits Negotiation, Screening Resumes, Human Resources, Screening, Employee Relations, Interviews, Temporary Staffing, Resume Writing, Networking, Permanent Placement, Hiring, Staff Augmentation, Building Relationships, Executive Search, New Hire Orientations, Talent Management, Taleo, Job Fairs, HRIS, Recruitment Advertising, IT Recruitment, Corporate Recruiting

Education
Ramapo College   2010 — 2013
Bachelor of Science (BS), Business Administration, Management

South Brunswick High School

Frank Hamrick Frank Hamrick Rock Hill, South Carolina Details
Frank Hamrick's Capitol Financial Solutions Experience 2013 - 2014
Job Registered Representative at Carolina Insurance & Investment Group
Industry Financial Services
Experience
Carolina Insurance & Investment Group   2014 - Present
Capitol Financial Solutions   2013 - 2014
Clayton Homes  2009 - 2013
Nolen, Nyman & Hamrick   2006 - 2009
Westminster Presbyterian Church  2001 - 2006
Energy Efficient Housing   1993 - 2001

Skills
Recruiting, Sales Management, Social Media, Basketball, Sales, Public Speaking, Customer Service, Microsoft Word, Leadership, Budgets, Nonprofits, Coaching, Community Outreach

Education
Duke University   1991 — 1993
MATS

Stacey Lisi Stacey Lisi Richmond, Virginia Area Details
Stacey Lisi's Capitol Financial Solutions Experience April 2009 - Present
Job Client Care Coordinator
Industry Financial Services
Experience
Capitol Financial Solutions   April 2009 - Present

Education
SUNY New Paltz   1980 — 1984
Social Work

Chase Helpingstine Chase Helpingstine San Francisco Bay Area Details
Chase Helpingstine's Capitol Financial Solutions Experience January 2012 - April 2013
Job CAAP Santa Clara University
Industry Accounting
Experience
Santa Clara University  June 2015 - Present
Tamarac Inc.  May 2013 - May 2015
Capitol Financial Solutions   January 2012 - April 2013

Education
Santa Clara University - Leavey School of Business   2015 — 2015
Certificate of Advanced Accounting Proficiency, Accounting

Elon University - Martha and Spencer Love School of Business   2007 — 2011
Bachelor of Science in Business Administration, Finance

Dawn Cocker Dawn Cocker Raleigh-Durham, North Carolina Area Details
Dawn Cocker's Capitol Financial Solutions Experience February 2013 - November 2014
Job Regional Oncology Liaison at Biologics, Inc.
Industry Market Research
Experience
Biologics, Inc.   May 2015 - Present
Blondes vs. Brunettes Raleigh   2014 - Present
Capitol Financial Solutions   February 2013 - November 2014
XSinc  July 2010 - February 2013
Weatherby Locums  November 2008 - May 2010
Enterprise Rent-A-Car  March 2006 - November 2008

Skills
Sales Management, Team Leadership, Business Development, New Business Development, Marketing, Leadership, Microsoft Office, Sales, Account Management, Customer Service, Sales Operations, Cold Calling, CRM, Team Building, Management, Training, Event Planning

Education
North Carolina State University   2001 — 2005
Bachelor of Science (B.S.), Agricultural Business and Sports Management, Cum Laude

Raymond Perkins, CLU, CASL Raymond Perkins, CLU, CASL Roanoke, Virginia Area Details
Raymond Perkins, CLU, CASL's Capitol Financial Solutions Experience June 2013 - September 2013
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage  March 2014 - Present
Capitol Financial Brokerage   September 2013 - March 2014
Capitol Financial Solutions   June 2013 - September 2013
Capitol Financial Solutions   July 2012 - June 2013
Capitol Financial Solutions   November 2002 - June 2012
First Colony Life  1986 - 1997

Skills
Disability Insurance, Finance, Relationship Management, Sales Management, Strategic Financial..., New Business Development, Small Business, Sales, Mutual Funds, Business Development, Risk Management, Long Term Care Insurance, Financial Services, Series 63, Brokers, Marketing Strategy

Education
Lynchburg College   1982 — 1986
Bachelor of Science (BS), Computer Science

Kyle Shanaberger Kyle Shanaberger Charlotte, North Carolina Area Details
Kyle Shanaberger's Capitol Financial Solutions Experience August 2013 - September 2014
Job Senior Investment Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments  July 2015 - Present
PNC Investments  September 2014 - July 2015
Capitol Financial Solutions   August 2013 - September 2014

Education
Appalachian State University   2009 — 2013
Bachelor of Arts, Economics, Magna Cum Laude

Christopher Deitz, CPA Christopher Deitz, CPA Houston, Texas Details
Christopher Deitz, CPA's Capitol Financial Solutions Experience June 2009 - March 2010
Job Senior Associate Audit at KPMG US
Industry Accounting
Experience
KPMG US  May 2012 - Present
Credit Suisse  March 2010 - August 2011
Capitol Financial Solutions   June 2009 - March 2010

Skills
Accounting, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Tax, External Audit, IFRS, GAAP, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, IAS

Education
University of North Carolina at Chapel Hill   2011 — 2012
MASTER OF ACCOUNTING - AUDIT AND ASSURANCE

North Carolina State University   2007 — 2009
Bachelor of Science (B.S.), BUSINESS ADMINISTRATION AND FINANCE