Capitol Securities Management Inc.
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Capitol Securities Management Inc. Employees
State Street Global Advisors December 2014 - Present
Joi Salon and Spa Escape July 2012 - Present
State Street Global Advisors March 2014 - December 2014
Best Buddies International September 2013 - May 2014
Capitol Securities Management Inc. September 2012 - May 2013
Rugged Races LLC May 2012 - September 2012
Jumpstart September 2010 - September 2012
Skills
Microsoft Office, Office Operations, Social Media, Customer Service, Great communications..., Events Coordination, Client Relations Skills, Office Administration, Team Management, Computer Proficiency, Nonprofits, Social Networking, Management, Sales, Cision, Event Management, Public Relations, Press Releases, Facebook, Fundraising, Recruiting, Social Media Marketing, Publicity, Marketing Communications, Media Relations, Community Outreach, Communication
Education
Suffolk University 2010 — 2014
Bachelor's degree, Public Relations
GloTech Corporation January 2014 - Present
Capitol Securities Management Inc. July 2012 - January 2013
GloTech Corporation December 2011 - January 2012
China Construction Bank (Asia) Corporation Ltd. August 2010 - September 2010
Skills
Languages: Native..., Computer: Microsoft..., Financial Analysis, Problem Solving, Statistical Modeling, Investments, Management, Finance, QuickBooks, Managerial Finance, Project Planning, Training, SPSS, Research, Microsoft Excel, Data Analysis
Education
Hofstra University 2011 — 2013
Master's Degree, Finance, 3.80
Ocean University of China 2007 — 2011
Bachelor of Medicine, Pharmacy
Capitol Securities Management Inc. December 2006 - Present
Merrill Lynch, Sherson Leaman, McDonald Investments/Key Bank 1987 - 2006
United States Marine Corps 1976 - 1987
Skills
Strategic Financial..., Investments, Wealth Management, Retirement Planning, Mutual Funds, Insurance, Investment Advisory, Retirement, Asset Allocation, Securities, 401k, Portfolio Management, Asset Managment, Fixed Income, Customer Service, Fixed Annuities, Marketing Strategy, Risk Management, Leadership, Team Leadership, Team Management, Series 63, IRAs, Asset Management, Financial Planning
Education
Chapman University 1983 — 1987
Bachelor of Arts (BA), Economics
Capitol Securities Management Inc. December 2013 - Present
Country Club of Landfall October 2010 - December 2013
Country Club of Landfall August 2008 - December 2013
Skills
Microsoft Office, Public Speaking, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, First Aid, Event Planning, Athletic Training
Education
University of North Carolina at Wilmington 2008 — 2012
BA, Athletic Training/Trainer
Capitol Securities Management Inc. 2002 - Present
Morgan Stanley November 2001 - August 2005
Education
University of Richmond
Economics, Criminal Justice
Wharton School, University of Pennsylvania
Investment Management
Capitol Securities Management Inc. October 2014 - Present
Morgan Stanley December 2013 - October 2014
FitzHugh Financial Group September 2009 - July 2012
Skills
Customer Service, Coaching, PowerPoint, Microsoft Office, Budgets, Microsoft Excel, Social Media, Marketing Strategy, Microsoft Word, Social Networking, Public Speaking, Market Research, Leadership, Marketing
Education
George Mason University 2003 — 2008
Bachelor of Arts, Psychology
Owner- Creative Images Hair & Makeup Artistry LLC January 2005 - Present
MKTG INC 2011 - Present
Winston Retail April 2011 - September 2012
Columbia College 2008 - May 2011
Clinique June 2008 - August 2009
Ratner Companies 2005 - July 2009
John Paul Mitchell Systems 2005 - March 2009
Capitol Securities Management Inc. 2002 - 2004
Fairfax County Government September 2001 - 2003
Federal Deposit Insurance Corporation 2000 - 2002
Skills
Cosmetics, Customer Service, Beauty Industry, Microsoft Office, Marketing Strategy, Master Hair Stylist, Master Makeup Artist, Marketing, Accounting, Accounts Payable, Airbrush, Strategic Planning, Skin Care, Retail, Microsoft Excel, Makeup Artistry, Sales, Social Media, Sales Management
Education
Northern Virginia Community College 2002 — 2004
Associate's degree, Business, Management, Marketing, and Related Support Services
George Mason University
Capitol Securities Management Inc. October 2010 - Present
Education
Adelphi University 1988 — 1992
Bachelor's Degree, Finance and Financial Management Services
Capitol Securities Management Inc. May 2009 - Present
UBS February 2006 - May 2009
S. Douglas Hopkins & Assoc. 1995 - 2006
Nightingale & Associates, Inc. - Turnaround Management Company 1986 - 1991
A. David Silver-Venture Capital 1985 - 1986
Lehman Brothers-Public Finance Group 1984 - 1984
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Series 7, Life Insurance, Alternative Investments, Annuity Sales, Education Funding, Social Security Planning, Long Term Care..., Financial Advisory, Risk Management, Retirement, Small Business
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Entrepreneursship
Mount Holyoke College 1975 — 1979
Bachelor of Arts (B.A.), Music Theory and Composition
Capitol Securities Management Inc. January 2007 - Present
Edward Jones September 2001 - December 2006
Skills
Investments
Education
Illinois Institute of Technology 1989 — 1993
Bachelor's degree, Accounting
Herndon Rotary July 2014 - Present
Cambridge Investment Research, Inc. February 2003 - Present
Symphony Financial March 2002 - Present
Dulles Regional Chamber of Commerce July 2010 - December 2013
Asset Management & Planning Group Inc January 1999 - March 2002
Capitol Securities Management Inc February 1995 - December 1998
The Washington Group October 1992 - April 1994
Sun Investment Services July 1984 - September 1992
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Northern Virginia Community College
AA, Magna Cum Laude
Capitol Securities Management Inc. February 2011 - Present
Oppenheimer & Co. Inc. June 2001 - February 2011
Janney Montgomery Scott LLC January 2001 - June 2001
Tucker Anthony R.L.Day & Company September 1991 - January 2001
REICH&CO. September 1991 - June 1993
Brown Brothers Harriman & Co. January 1981 - September 1991
IRVING TRUST COMPANY June 1978 - January 1981
Skills
Investments, Equities, Fixed Income, Risk Management, Asset Management, Banking, Finance, Hedge Funds, Options, Portfolio Management, Wealth Management, Financial Markets, Structured Products, Mutual Funds, Relationship Management, Capital Markets, Trading, Bloomberg, Securities, Corporate Finance, Derivatives, Alternative Investments, Investment Banking, Series 63, Investment Advisory, Asset Allocation, Series 24, Investment Strategies, Series 7, Strategic Financial..., Wealth Management..., Financial Planning
Education
Fordham Gabelli School of Business 1974 — 1978
Bachelor of Science (B.S.), Accounting and Finance, Bachelor of Science -Accounting
Fordham University-CBA 1974 — 1978
Bachelor of Science, Accounting CBA
Bluewolf September 2015 - Present
Capitol Securities Management Inc. December 2014 - January 2015
Loyola University Maryland September 2014 - December 2014
Sanofi April 2014 - August 2014
Warner Chilcott July 2013 - August 2013
Warner Chilcott June 2012 - August 2012
Skills
Financial Analysis, Finance, French, PowerPoint, SAP, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Teamwork, Analysis, Accounting
Education
Loyola College in Maryland 2011 — 2015
Bachelor's Degree, Finance, General
The American University of Paris 2013 — 2013
Study Abroad
Wealth Advisors Group August 2002 - Present
Capitol Securities Management Inc. 2011 - August 2015
Voso Financial Advisers January 2006 - September 2011
Skills
Retirement Planning, Series 7, Portfolio Management, Insurance, Investments, Asset Allocation, Series 63, Wealth Management..., Securities, Investment Advisory, Mutual Funds, Wealth Management, Investment Strategies, Asset Management, Financial Advisory, Retirement, Series 65, FINRA, Fixed Annuities, Estate Planning, IRAs, Wealth, Fixed Income, Strategic Financial..., 401k Rollovers, Series 24, 401k, Options, Pensions, Uniform Combined State..., Financial Planners, ETFs, Alternative Investments, Investment Management, Wealth Accumulation, Bonds, Retirement Plan..., Stocks, Trading, Financial Planning, Personal Financial..., High Net Worth..., Roth IRA, Certified Financial..., Long Term Care Insurance, Financial Goals
Education
Loyola College in Maryland 1990 — 1992
Master's, Finance
University of Maryland College Park 1983 — 1987
Bachelor's Degree, Economics
Capitol Securities Management Inc. March 2013 - Present
Capital One June 2012 - March 2013
Courageous Sailing February 2012 - April 2012
Genworth Financial May 2011 - August 2011
Refine and Focus October 2010 - May 2011
Boston Magazine May 2010 - August 2010
Skills
Social Media, Event Planning, Public Relations, Social Networking, PowerPoint, Recruiting, Excel, Visual Basic, Microsoft Publisher, Adobe Acrobat, Marketing Communications, Twitter, Microsoft Office, Taleo, Microsoft Excel, Market Research, Corporate Communications, Interviews, Marketing
Education
Boston University 2008 — 2012
Bachelors of Science, Public Relations, Business Administration
Deep Run High School 2004 — 2008
Integrity Applications Incorporated August 2012 - Present
QinetiQ North America May 2011 - July 2012
ForKids, Inc. December 2010 - May 2011
Capitol Securities Management Inc. October 2006 - August 2008
Skills
Editing, Non-profits, Newsletters, Program Management, Proposal Writing, Account Management, Leadership, Analysis, Budgets, Strategy, Management, Public Speaking, Grant Writing, SharePoint
Education
Old Dominion University
Bachelor's Degree, English and Professional Writing
Aegis Capital Corp. August 2013 - Present
Capitol Securities Management Inc. January 2013 - July 2013
Capitol Securities & Associates, Inc February 2012 - January 2013
Fortitude Investment Group LLC. August 2007 - February 2012
Credit Suisse First Boston April 1999 - March 2007
Lehman Brothers September 1996 - April 1999
Skills
Equities, Securities, Equity Trading, Investment Strategies, Wealth, Series 7, Options, Hedge Funds, Trading, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Investments, Portfolio Management, Capital Markets, FINRA, Asset Allocation, Wealth Management, Fixed Income, ETFs, Investment Advisory, Series 24, Bonds, Retirement Planning, Series 63, Series 65, Uniform Combined State..., Financial Advisory, Wealth Management..., Financial Markets, Electronic Trading, Strategic Financial..., Financial Services, Investment Banking, Trading Systems, Retirement, Private Equity, Proprietary Trading, Risk Management
Education
Le Moyne College 1981 — 1985
Bachelor's of Science, Finance
New York Institute of Finance 1985 — 1988
Capitol Securities Management Inc. January 2015 - Present
Merrill Lynch, Pierce, Fenner & Smith November 1997 - December 2014
Kinko's Graphics Corp. 1987 - 1997
FedEx Kinko's 1987 - 1997
kinkos 1985 - 1997
Skills
Team Building, Relationship Management, Banking, Customer Service, Sales, Financial Services, Investments, Wealth Management
Education
University of South Carolina - Darla Moore School of Business 1978 — 1982
BS, Finance, Marketing
Capitol Securities Management Inc. November 2008 - Present
Aurora Associates December 2005 - November 2008
Prudential Securities 1995 - 1999
Skills
Investment Management, Fixed Income, Financial Services, Asset Management, Private Equity, Series 7, Sales, Mergers & Acquisitions, Finance, Strategic Financial..., Series 63, Financial Advisory, Investments, Wealth Management, Asset Allocation, Alternative Investments, Investment Advisory
Education
Old Dominion University
BS, Business Administration
Capitol Securities Management Inc. December 2011 - Present
BNB Financial December 1998 - December 2011
Skills
Wealth Management, Strategic Financial..., Investments
Education
The Ohio State University Fisher College of Business 1995 — 1998
Capitol Securities Management Inc. January 2014 - Present
BOA August 2007 - January 2014
Wells Fargo Advisors April 2001 - August 2007
RBC Wealth Management July 1994 - July 2001
Skills
Banking, Wealth Management, Sales Management, Portfolio Management, Investments, Fixed Income, Series 7, Mergers & Acquisitions, Asset Management, Strategic Financial..., Business Development, Strategic Planning, Series 63, Alternative Investments, Loans, New Business Development, Mortgage Lending, Leadership, Relationship Management, Commercial Lending, Risk Management, Sales
Education
University of South Carolina-Columbia 1977 — 1982
Bachelor's degree, Business/Managerial Economics
L'Afffaire Fine Catering Mountainside New Jersey January 2010 - Present
Capitol Securities Management Inc. April 2007 - Present
Oppenheimer & Co. April 1997 - April 2007
Skills
Municipal and Corporate..., Retirement Planning..., Responsible for..., Retirement Planning, 401k, Strategic Financial..., Series 7, Fixed Income, Investments, Portfolio Management, Asset Allocation, Series 63, Wealth Management, Asset Management, Investment Advisory
Education
Saint Lawrence University 1978 — 1982
B.A., Economics
Advisor to Businesses and Non-Profit Organizations May 2006 - Present
E*TRADE Financial April 1999 - May 2006
Fidelity Bank October 1995 - April 1999
Capitol Securities Management Inc. July 1992 - October 1995
Merrill Lynch July 1987 - July 1992
DI - Dansk Industri August 1981 - July 1987
Eksportrådet – The Trade Council February 1977 - August 1981
Scandinavian Airlines August 1957 - February 1977
Flyvevåbnets Officersskole August 1960 - July 1962
Skills
International Business, Finance, Critical Thinking, Securities, International Volunteer..., Leisure Travel, Investments, Equities, Wealth Management, Series 7, Series 63, Series 24, Strategic Planning
Education
IMD Business School 1974 — 1974
Business Management, Program for Executive Development
Handelshøjskolen i København / Copenhagen Business School 1964 — 1968
HD, Business Organization
Niels Brock 1962 — 1964
Business/Commerce, General, Højere Handelseksamen
Capitol Securities Management Inc. 2009 - Present
Skills
Portfolio Management, Series 7, Wealth Management, Series 63
Education
University of Richmond
Bachelor of Arts (B.A.)
University of Virginia
Master's degree
Capitol Securities Management Inc. December 2011 - Present
Bellamah, Neuhauser & Barrett Inc. 1995 - December 2011
Ferris, Baker Watts, Inc 1984 - 1995
Skills
Wealth Management, Investment Advisory, Series 7, Securities, Asset Management, Finance, Equities, FINRA, Series 63, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Retirement, Asset Managment, Portfolio Management, Strategic Financial..., Fixed Income, IRAs, Financial Reporting, Insurance, Managerial Finance, Series 24, Financial Analysis, Private Equity
Education
University of MD, Baltimore 1979 — 1981
Law
Boston University
BA, Philosophy, English, Comparative Religion
Capitol Securities Management Inc. May 2011 - Present
Virginia Asset Management 2010 - May 2011
Chili's Grill & Bar 2009 - 2010
Chili's Grill & Bar 2003 - 2009
Fort A.P. Hill 2000 - 2002
Education
Randolph-Macon College 2002 — 2007
BA, English
St. Margaret's School 1998 — 2002
High School Diploma
Capitol Securities Management Inc. July 2011 - Present
Janney Montgomery Scott LLC 1992 - 2011
Merrill Lynch Pierce Fenner & Smith 1986 - 1992
Bissel, Gorochow & Associates CPA's 1983 - 1986
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, 401k, Strategic Financial..., Estate Planning, Securities, Investments, Fixed Income, Portfolio Management, Insurance, Mutual Funds, Uniform Combined State..., Retirement, Asset Allocation, Fixed Annuities, Investment Strategies, IRAs, Financial Planning
Education
Radford University
Bachelor's Degree, Accounting
Annandale High School
Radford University
BS, Accounting
Capitol Securities Management Inc. July 2013 - Present
H. Rivkin & Co June 2011 - July 2013
H. Rivkin & Company June 2011 - July 2013
Miller Tabak Roberts Securities January 2010 - January 2011
Kadick, Incorporated January 1992 - January 2010
Vasiliou & Company January 1986 - January 1992
Mars, Incorporated January 1984 - January 1986
The Johns Hopkins University January 1982 - January 1984
Group Hospitalization, Inc January 1979 - January 1982
Skills
Series 7, Series 24, Series 53, Series 55, Series 63
Education
American University
Bachelor of Science, Finance, Kogod School of Business
Kogod School of Business
Bachelor of Science, Finance
Capitol Securities Management Inc. January 2012 - Present
Oppenheimer & Co. August 2006 - December 2012
Wells Fargo January 2002 - January 2006
UBS November 1999 - January 2002
Smith Barney September 1987 - November 1999
Education
Long Island University, C.W. Post Campus 1980 — 1983
Finance, Accounting and Philosophy.
The Ohio State University 1978 — 1980
Accounting and Finance
Capitol Securities Management Inc. January 2014 - Present
Bank of America Merrill Lynch 2007 - 2014
Edward Jones 2004 - 2007
Skills
Retirement Planning, Asset Management, Wealth Management, Multi Generational..., Income Protection, Retirement Transition..., Insurance Planning
Education
Campbell University 1983 — 1985
Government/Forensic Psychology
John T Hoggard High School 1980 — 1983
College for Financial Planning
Chartered Retirement Planning Counselor
College for Financial Planning
Accredited Asset Management Specialist
Capitol Securities Management Inc. January 2014 - Present
Skills
Portfolio Management
Education
Fordham University 1982 — 1985
Bachelor's degree, Finance, General, 3.5