Capitol Financial Solutions
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Capitol Financial Solutions Employees
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
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
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
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
Capitol Financial Solutions May 2013 - Present
Navigon Financial Group January 2011 - May 2013
Education
Appalachian State University 2003 — 2006
B.S., Biology
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
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
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
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
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
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
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
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
Think Promotional Group April 2014 - Present
Capitol Financial Solutions January 2006 - April 2014
Education
North Carolina State University
B.A., Finance
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
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
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
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
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
Capitol Financial Solutions June 2003 - Present
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science (BS), Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Capitol Financial Solutions December 2003 - Present
Education
Virginia Commonwealth University 2001 — 2002
MS, Sports Management
Roanoke College 1994 — 1998
BS, Sports Medicine
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
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
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
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.)
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
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
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
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
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
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
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
Capitol Financial Solutions Registered Rep.Capitol Financial Solutions2005 - 2011
Education
Hampton University
Bachelor of Arts, Mass Media
Northwestern University
Masters of Art, Film
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
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
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
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
Capitol Financial Solutions May 2013 - Present
Education
University of North Carolina at Charlotte 1980 — 1984
BS, Accounting
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
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
Capitol Financial Solutions April 2009 - Present
Education
SUNY New Paltz 1980 — 1984
Social Work
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
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
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
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
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