Capstone Partners Financial and Insurance Services
Address: 4695 MacArthur Ct #1000, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 660-1717Category: : Website: : Place name: : : : : Website: http://www.capstonepartnersco.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capstone Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Capstone Partners Financial and Insurance Services Employees
Capstone Partners Financial and Insurance Services April 2015 - Present
Assurant Employee Benefits September 2013 - April 2015
AIG Benefit Solutions June 2008 - August 2013
Sun Life Financial June 2006 - June 2008
Genworth Financial January 2001 - June 2006
GE Financial January 1995 - January 2001
Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products
Education
Villanova University 1989 — 1993
BS, Business Administration, Finance
University of California, Irvine
University of California, Irvine
University of California, Irvine
Aligne Wealth Preservation & Insurance Services, LLC March 2015 - Present
Capstone Partners Financial and Insurance Services October 2013 - Present
Network Hardware Resale January 2011 - March 2013
Network Hardware Resale November 2009 - January 2011
Waterproof Electronics Inc. January 2009 - January 2010
Skills
Sales Management, Market Research, Online Marketing, Social Media Marketing, Cisco, Relationship building, Portfolio Management, Personal Finance, Wealth Management
Education
California State University Channel Islands 2005 — 2009
BS, Business Entrepreneurship - Minor: Economics
Griffith University 2008 — 2009
BS, International Business
401(k) Advisors December 2013 - October 2014
Capstone Partners Financial and Insurance Services January 2013 - August 2013
Northwestern Mutual 2007 - 2009
Education
American University 2003 — 2005
Master's degree, International Economic Policy
California State University-Fresno 1997 — 2002
Bachelor of Arts (B.A.), Economics
Aligne Wealth Preservation & Insurance Services, LLC September 2014 - July 2015
Capstone Partners Financial and Insurance Services March 2014 - August 2014
MetLife Investors December 2011 - March 2014
Skills
Series 63, Series 6, Retirement Planning, Wealth Management, Financial Services, Insurance, Life Insurance License
Education
Clark Atlanta University 2008 — 2011
Bachelor of Arts (B.A.), Business Administration - Finance
Streit Lending March 2013 - Present
Capstone Partners Financial and Insurance Services October 2012 - March 2013
Skills
Public Speaking, Leadership, Real Estate, Business Networking, Business Development, Real Estate Lending, Bridge Loans, Real Estate Financing, Hard Money Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Commercial Lending, Asset Based Lending, Investments, Investment Properties, Commercial Real Estate, Loans, Mutual Funds
Education
University of Southern California 2008 — 2012
Bachelor of Arts (B.A.), Economics
Capstone Partners Financial and Insurance Services February 2015 - Present
Sperry Top-Sider January 2013 - December 2014
Sports Authority November 2010 - March 2013
Skills
Customer Service, Retail, Leadership, Social Networking, Microsoft Office, Management, Inventory Management, PowerPoint, Merchandising, Microsoft Word, Marketing, Social Media, Microsoft Excel, Public Speaking, Social Media Marketing, Time Management, Facebook, Sales, Teamwork, Event Planning, Marketing Strategy, Communication, Team Leadership
Education
Chapman 2012 — 2014
Political science
Oregon State University 2009 — 2010
Political Science
Capstone Partners Financial and Insurance Services September 2014 - Present
Precision Wealth Financial & Insurance Services, Inc. 2014 - 2014
Ararat International 2013 - 2014
Skills
LaTeX, Mathematical Modeling, Applied Mathematics, C++, Matlab, Algorithms, Numerical Analysis, Machine Learning, Fortran, Mathematica, Social Media, Python, Public Speaking, Data Analysis, Quantitative Finance, Computer Science, Physics, Maple, Monte Carlo Simulation, Statistics, Microsoft Office, Data Mining, Signal Processing, Image Processing, PowerPoint, Statistical Modeling, Simulations
Education
UCLA 2008 — 2011
BS, Applied Mathematics
Case Western Reserve University
Case Western Reserve University
Case Western Reserve University
Capstone Partners Financial and Insurance Services October 2015 - Present
Active Life Scientific, Inc. July 2014 - September 2015
Bryn Neil International December 2014 - May 2015
Rose Canyon Cantina and Grille August 2010 - September 2013
Solar by Sunbelt April 2009 - July 2012
Skills
Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Fixed Annuities, Accounting, Financial Reporting, Microsoft Excel, Public Speaking, Microsoft Office, Social Networking, Customer Service, Budgets, Banking, Marketing, Social Media, Teamwork, Microsoft Word, Facebook, PowerPoint, Sales, Start-ups, Time Management, Business Development, Account Management, Communication, Business Analysis, Business Planning
Education
University of California, Santa Barbara 2013 — 2015
economics and accounting
Saddleback College 2010 — 2013
Northwestern Mutual April 2015 - Present
Capstone Partners Financial and Insurance Services August 2014 - April 2015
Interwest Consulting Group January 2012 - July 2012
Interwest Consulting Group January 2012 - July 2012
The Tutoring Guy January 2005 - March 2010
Willdan July 2006 - September 2008
Plan Checks July 2006 - September 2008
Skills
ArcGIS, GIS, Synchro, AutoCAD, HCS, Drainage, Microsoft Office, Engineering, Proposal Writing, Hydrology, Process Improvement, Stormwater Management, Microstation, Research, Civil Engineering, Customer Service, PowerPoint, Microsoft Excel, Social Networking
Education
Cal State Fullerton 2002 — 2011
Bachelor of Science (B.S.), Civil Engineering
California State University 2002 — 2008
B.S, Civil Engineering
Murrieta Valley High School 1998 — 2002
Capstone Partners Financial and Insurance Services January 2010 - Present
Michel Financial Group January 2008 - January 2010
Northwestern Mutual August 2004 - January 2008
Skills
Life Insurance, Commercial Insurance, Retirement Planning, Fixed Annuities, Property & Casualty..., Mutual Funds, Risk Management, Retirement, Financial Reporting, Variable Annuities, Series 63, Series 6
Education
University of California, Irvine
Economics
Capstone Partners Financial and Insurance Services January 2009 - Present
Northwestern Mutual 2009 - March 2012
FYR 2007 - 2009
Park West Companies, Inc. 2004 - 2007
Landscape Development, Inc. 2000 - 2004
Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Estate Planning, Mutual Funds, Investments, Tax Advisory, Retirement, Securities, Insurance, Life Insurance, Strategic Financial..., Financial Advisory, Small Business, 401k, Finance, Employee Benefits, Wealth Management, Financial Planners, Financial Services, Long-term Care, Wealth, Series 7, Investment Advisory, Asset Allocation, IRAs, Wealth Accumulation, Series 6, Series 63, Portfolio Management, Term Life Insurance, Whole Life, Investment Strategies, Asset Management, Personal Financial..., Critical Illness, Risk Management, Equities, Health Insurance, Financial Goals, Relationship Management, College Savings Plans, 529 Plans, Variable Annuities, Roth IRA, Sales, Marketing, Contract Negotiation, Strategic Planning
Education
Colorado State University 1994 — 1998
Bachelor of Science
Capstone Partners Financial and Insurance Services January 2014 - Present
Capstone Partners Financial and Insurance Services July 2012 - January 2014
Strategic Financial Group September 2011 - June 2012
Skills
Insurance, Finance, Microsoft Office, Customer Service, Strategic Financial..., Social Media, Microsoft Excel, Accounting, Social Networking, Business Development, PowerPoint, Microsoft Word, Marketing Strategy, E-commerce, Planning Budgeting &..., Nonprofits, Education, Training, Employee Training, Web Design, Web Development, User Interface Design
Education
California State University-Northridge 2004 — 2011
Bachelor of the Arts Humanities, Asian American Studies
Global Hunter Securities August 2015 - Present
Capstone Partners Financial and Insurance Services May 2014 - May 2015
L88 Investments LLC June 2013 - October 2013
Rusnak Auto Group May 2012 - August 2012
Scheuten August 2011 - January 2012
Westlake Lacrosse Club 2008 - 2012
The Men's Wearhouse, Inc May 2010 - May 2011
Skills
Sales, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Sales Management, Forecasting, Management, Marketing, Retail, Time Management, Market Research, Databases, Database Design, Managing Database, Team Building, Team Leadership, Teamwork, Social Media
Education
Chapman University, The George L. Argyros School of Business and Economics 2013 — 2015
Master of Business Administration (M.B.A.), MBA, Strategic Management, Financial Management, Integrated Marketing Campaign, Opera
Chapman University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
University of Virginia 2012 — 2012
Semester at Sea Spring Voyage
Westlake High School 2007 — 2010
MillerCoors May 2014 - Present
Capstone Partners Financial and Insurance Services September 2013 - March 2014
MLM Group Inc. July 2013 - September 2013
Beacon Pointe Advisors June 2012 - August 2012
Orange County Community Foundation July 2011 - September 2011
PVP Advanced EO, Inc. June 2010 - August 2010
Tiger Woods Learning Center April 2007 - August 2009
Skills
Team collaborator, Organized, Persistence, Dependable Team Player, Sales, Marketing, Finance
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance
Universidad Pablo de Olavide 2012 — 2012
Business
Capstone Partners Financial and Insurance Services August 2015 - Present
Azusa Pacific University February 2013 - August 2015
Azusa Pacific University May 2012 - December 2012
Azusa Pacific University March 2012 - December 2012
Our Neighborhood Homework House January 2012 - May 2012
Skills
Event Planning, Public Speaking, Fundraising, Microsoft Excel, Leadership, Organizational Behavior, Data Entry, Leadership Development, Budget Process, Community Outreach, Organizational..., Social Media, Nonprofits, Organizational..., Organizational..., Teamwork, Team Leadership, Team Building, Training, Training Leadership, Student Leadership, Group Dynamics, Information Systems, Research, Non-profits, Customer Service, Conflict Management, Event Management, Public Relations, Facebook, PowerPoint, Microsoft Word, Microsoft Publisher, Google Docs, Editing, Teaching, English
Education
Azusa Pacific University 2013 — 2014
Master's Degree, Leadership and Organizational Studies
Azusa Pacific University 2010 — 2012
Bachelor of Arts (BA), Communication Studies: Interpersonal & Organizational Emphasis
Sierra College 2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Bank of America January 2015 - Present
Capstone Partners Financial and Insurance Services February 2014 - August 2014
Bank of America February 2012 - January 2014
Bank of America April 2011 - February 2012
Bank of America July 2010 - April 2011
Connect Arkansas October 2009 - December 2009
University of Arkansas at Little Rock August 2009 - December 2009
University of Arkansas at Little Rock August 2005 - December 2009
Skills
Financial Analysis, Risk Management, Auditing, Project Management, Loans, Operational Risk, Data Analysis, Process Writing, Loan Servicing, Employee Training, Customer Experience, Customer Retention, Financial Services, Retirement Planning, Call Centers, Problem Solving, Operations Management, Mortgage Banking, Loss Mitigation, Risk Assessment, Customer Service, Finance, Microsoft Excel, Microsoft Word, AS400 system, Equator, LPS Desktop, PowerPoint, Outlook, Banking
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Information Technology Data Analytics
University of Arkansas at Little Rock 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Capstone Partners Financial and Insurance Services January 2012 - Present
Total Financial Concepts June 1987 - Present
FMC Financial Group July 1990 - December 2011
FMC Financial Group 1991 - 2002
FMC Financial Group 1992 - 1995
Education
University of California, Los Angeles 1986 — 1987
Professional Designation Personal Financial Planning, Financial Planning and Services
Pomona College 1976 — 1980
Bachelor of Arts (B.A.), English Literature
Harvard High School 1971 — 1976
Capstone Partners Financial and Insurance Services November 2014 - Present
Signator Investors December 2009 - November 2014
Signature Resources June 2009 - November 2014
San Diego Padres June 2007 - April 2009
Skills
Baseball, Sports Management, Sports, Retirement Planning, Sports Marketing, Wealth Management, Sales, Investments, Strategic Planning, Strategic Financial..., Estate Planning, Insurance, Real Estate, 401k, Series 7, Retirement, Asset Allocation, Series 63, Fixed Annuities, Mutual Funds, Series 6, Disability Insurance, Life Insurance, Asset Management, IRAs, 529 Plans, Alternative Investments, Equities, Financial Analysis, Investment Advisory, Investment Strategies, Long-term Care, Portfolio Management, Securities, Series 65, Financial Planning
Education
University of California, Santa Barbara 2005 — 2007
DaVinci Financial & Insurance Associates February 2014 - Present
Capstone Partners Financial and Insurance Services April 2013 - February 2014
Experience Unlimited January 2013 - April 2013
The Boeing Company June 2003 - January 2013
Boeing 2002 - 2013
Skills
Process Improvement, Leadership, Strategy, Project Management, Team Building, Program Management, Analysis, Budgets, Project Planning, Cross-functional Team..., Manufacturing, Integration, Business Analysis, Business Process..., Change Management, Risk Management, Systems Engineering, Vendor Management, Strategic Planning, Operations Management, Performance Improvement, Configuration Management, Negotiation, Policy, New Business Development, Management, Business Planning, Training, Team Leadership, Operations Improvement, Imaging Solutions, Shared Services, Digital Printing, SharePoint, Visio, Marketing, Sales, Life Insurance, Long Term Care Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keller Graduate School of Management of DeVry University
Masters, Telecommunications Management
Capstone Partners Financial and Insurance Services July 2008 - Present
Fastenal November 2007 - May 2008
Skills
Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Investments, Mutual Funds, Retirement, Long Term Care Insurance, Financial Analysis, Variable Annuities, Life Insurance, Employee Benefits, Wealth Management..., Asset Management, Personal Finance, Term Life Insurance, Life & Health Insurance..., Securities, Portfolio Management, Finance, IRAs, Wealth, Financial Services, 401k, Series 63, Financial Advisory
Education
University of San Diego 2004 — 2008
BA, Business Administration, Spanish
La Fundacion Jose Ortega y Gasset 2006 — 2006
Chaminade
Capstone Partners Financial / MM April 2013 - June 2015
Capstone Partners Financial and Insurance Services January 2013 - April 2013
AXA Advisors July 1999 - January 2013
Sherman Oaks Chamber of Commerce 2007 - 2010
The Walt Disney Company 1993 - 1998
SAG, AEA - Actor January 1978 - December 1995
Skills
Retirement Planning, Wealth Management, Fixed Annuities, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, 401k, Estate Planning, Investments, Securities, Wealth, Risk Management, Equities, Insurance, Financial Analysis, Asset Management, Life Insurance, Small Business, Financial Advisory
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business/Marketing
Webster University 1978 — 1982
BFA, Acting/Directing
Capstone Partners Financial and Insurance Services 2014 - Present
Northwestern Mutual 2011 - 2014
Absolute Insights, Inc. 2001 - 2008
Skills
Investments, Retirement Planning, Finance, Management, Series 7, Market Research, Business Development, Strategic Planning, Life Insurance, Securities, Financial Advisory, Analysis, Business Analysis, Wealth Management, Fundraising, Financial Analysis, Brand Development, Customer Service, Marketing Research, Program Management, Financial Services, Retirement, Small Business, Insurance
Education
California State University-Long Beach - College of Business Administration 1997 — 2003
Bachelor of Science in Business Administration, Finance (Investments Concentration)
California State University-Long Beach - College of Business Administration 1997 — 2003
Bachelor of Science in Business Administration, Marketing
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Durango High School 1992 — 1997
Diploma
JP Morgan Chase Bank N.A. December 2013 - Present
Capstone Partners Financial and Insurance Services July 2013 - December 2013
New York Life Insurance Company December 2011 - June 2013
Bank of America Home Loans May 2011 - December 2011
Prospect Mortgage, LLC August 2010 - May 2011
Civil Air Patrol 2010 - 2011
Civil Air Patrol 2010 - 2011
MetLife Home Loans July 2009 - September 2010
MetLife Home Loans September 2008 - June 2009
First Horizon Home Loans May 2007 - August 2008
Education
St. Lawrence University 1989 — 1993
B.S., Biology
St.George's School 1985 — 1989
Capstone Partners Financial and Insurance Services January 2015 - Present
Merrill Lynch 2000 - 2008
Charles Schwab 1990 - 2000
Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Boston College 1984 — 1988
Bachelor's degree, Speech Communications and Marketing
Regal Medical Group, Lakeside Community Healthcare June 2014 - Present
Capstone Partners Financial and Insurance Services January 2014 - May 2014
St. Monica Catholic High School January 2013 - May 2013
St. Monica Catholic Community January 2012 - January 2013
ELITE AVIATION, LLC September 2011 - December 2011
ART OF WHITE, INC January 2008 - August 2011
STARBUCKS COFFEE COMPANY June 2005 - September 2008
Skills
Management, Nonprofits, Event Planning, Outlook, Research, Staff Development, Event Management, Microsoft Office, Fundraising, Data Entry, Customer Service, Marketing, Training, Sales, Microsoft Excel
Education
California Lutheran University 2006 — 2009
BA, Studio Art
Chaminade College Preparatory 2000 — 2004
HS Diploma
Capstone Partners Financial and Insurance Services October 2014 - Present
Northwestern Mutual February 2012 - September 2014
New York Life Insurance Company May 2008 - February 2012
Laguna Niguel Chamber of Commerce 2009 - 2010
Skills
Strategic Planning, Business Planning, Disability Insurance, Strategy, Small Business, Insurance, Retirement Planning, Strategic Financial..., Customer Service, Employee Benefits, Life Insurance, Wealth, Entrepreneurship, Leadership, Sales, Finance, Coaching, Management, Marketing, Long-term Care, Time Management, Sales Management, New Business Development, Financial Planning
Education
Saddleback College 2001 — 2003
Business
Dana Hills High 1997 — 2001
Capstone Partners Financial and Insurance Services June 2015 - Present
The Millman Team January 2015 - May 2015
Lyon Communities February 2014 - July 2014
Skills
Fundraising, Social Media Marketing, Event Planning, Microsoft Office, Social Media, Social Networking, Customer Service
Education
University of Southern California
Bachelor of Arts (B.A.), Political Science
Capstone Partners Financial and Insurance Services May 2015 - Present
GoEngineer April 2013 - April 2015
Earthly Body May 2011 - April 2013
RiverRidge Golf Complex June 2011 - January 2013
University of Oregon January 2010 - December 2012
University of Oregon September 2009 - December 2012
Skills
Sales, Customer Service, Microsoft Office, Adobe, Stata, Marketing, Selling, Management, Leadership, Photography, InDesign, Entrepreneurship, Salesforce.com, Social Networking, Social Media Marketing, Market Research, Microsoft Excel, Social Media, Time Management, Facebook, Product Development, Account Management
Education
University of Oregon 2009 — 2012
Bachelor of Science (B.S.), Economics
University of Arizona 2008 — 2009
Pre-Business
Chaminade College Preparatory 2004 — 2008
High School Diploma, Blue Ribbon
Alpine Mortgage Planning July 2015 - Present
Capstone Partners Financial and Insurance Services January 2015 - March 2015
Wells Fargo Bank August 2014 - January 2015
JPMorgan Chase & Co. June 2010 - May 2014
Skills
Investments, Banking, Portfolio Management, Credit, Financial Services, Credit Analysis, Relationship Management, Loans, Mortgage Lending, Commercial Banking, Wealth Management
Education
Pasadena City College 2008 — 2010
Accounting and Business/Management
Capstone Partners Financial and Insurance Services January 2014 - Present
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science (B.S.) in International Business, Minor in Finance
Capstone Partners Financial and Insurance Services January 2015 - March 2015
Capstone Partners Financial and Insurance Services June 2014 - December 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Negotiation, Editing, Acting, Comedy
Education
Boston University 2007 — 2011
Bachelor of Fine Arts (BFA), Acting
London Academy of Music and Dramatic Arts 2010 — 2010
Calssical Acting
Capstone Partners Financial and Insurance Services April 2015 - Present
Beverly Hills Vein Center September 2010 - Present
ATM Worldwide Services August 2009 - February 2012
Macquarie Cook Energy February 2008 - June 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, English, Photoshop, HTML, Java, C, C++, Recruiting, Marketing, Team Leadership, Sales, Financial Analysis, Leadership, Strategic Planning, Administrative..., Healthcare, Access, OS X, Social Media Marketing, Surgery, Hospitals, Event Planning, Social Networking, Windows, Facebook, Budgets, Accounting, Time Management, Teaching, Accounts Payable, Analysis, Editing, Data Entry, Project Management, Fundraising, Medical Terminology, Cpr Certified, Outlook, Marketing Strategy, Clinical Research, Contract Negotiation
Education
University of California, Los Angeles
Bachelor's Degree, Women Studies
University of California, Los Angeles
Capstone Partners Financial and Insurance Services September 2015 - Present
Student March 2015 - August 2015
Northwestern Mutual January 2015 - March 2015
Target January 2013 - September 2013
United States Marine Corps November 2006 - November 2011
Mesilla Valley Transportation February 2005 - August 2005
Skills
Electronics, Wind Turbines, Solar Energy, CCNA, Six Sigma, Safety, Cpr Certified, Computer Maintenance, Cisco Technologies, Telecommunications, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Computer Hardware, Leadership, Management, Wireless Networking, Military Training, Public Speaking, CompTIA A Certification, Coaching, Fundraising, Data Entry, Security, Forklift Operator, Supervising, PowerPoint, Switches, Security Clearance, Teamwork, Troubleshooting, Military, Time Management, Team Leadership, Networking, Critical Thinking, Team Building, Training, Leadership Development, Interviews, Government, Logistics, Telephone Skills, Social Networking, Policy, Forklift Operation, Security
Education
California State University-Fullerton 2013 — 2015
Bachelor's degree, Finance, Business, 3.000
Irvine Valley College 2012 — 2013
Associates, Business Administration
University of Texas 2005 — 2006
General Education
ABF Freight System December 2013 - Present
Courier Express November 2012 - November 2013
Georgia National Guard June 2012 - October 2012
Hapeville Charter School August 2011 - May 2012
Newell Recycling, LLC May 2011 - July 2011
Capstone Partners Financial and Insurance Services January 2011 - April 2011
UPS April 2006 - December 2010
Skills
Transportation..., Transportation, LTL, Freight, 3PL, Warehousing, Dispatching, Logistics, Truckload, Air Freight, Logistics Management, Shipping, Warehouse Management, Trucking, Freight Forwarding
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management
Atlanta Metropolitan College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Capstone Partners Financial and Insurance Services May 2015 - Present
Capstone Partners Financial and Insurance Services June 2014 - Present
Skills
Sales, Financial Services, Risk Management, Insurance, Life Insurance, Disability Insurance, College Savings Plans, CRM, Phone Etiquette, Customer Service, Management, Merchandising, Windows, Apple, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Networking, Social Media, Food Service Operations, Retail, Point of Purchase, Inventory Management, Inventory Control, Job Scheduling, Research, Training, Project Management, Public Speaking, English, French
Education
California Polytechnic State University-San Luis Obispo 2008 — 2010
History
California State University-Long Beach 2001 — 2003
General Studies
St. Margaret‘s Episcopal High School 1998 — 2001
High-School Diploma
PrideCo Capital Management January 2015 - Present
Marketing August 2012 - Present
KBS Capital Markets Group September 2014 - December 2014
Capstone Partners Financial and Insurance Services November 2013 - August 2014
Idea Hall August 2013 - November 2013
THT Construction Inc. December 2008 - November 2013
California State University, Fullerton August 2012 - August 2013
PRactical ADvantage Communications January 2013 - May 2013
Nordstrom December 2010 - June 2012
USO May 2011 - May 2011
Skills
Management, Real Estate, Marketing, Strategic Planning, Real Estate Private..., Real Estate Financing, Real Estate Development, Commercial Real Estate, Family Office, Direct Lending, Community Outreach, Press Releases, Sales, Social Media
Education
California State University-Fullerton 2010 — 2013
Bachelor's degree, Public Relations
Dong-ah Institute of Media and Arts 2011 — 2011
Exchange Program, Public Relations, Video Production, Film Making
Orange Coast College 2007 — 2010
Transfer Units, Business Administration and Management, General
MassMutual Southwest June 2015 - Present
Texas Senate May 2014 - August 2014
Capstone Partners Financial and Insurance Services June 2012 - July 2012
Skills
Constituent Services, Public Speaking, Microsoft Office
Education
The University of Texas at Austin 2013 — 2017
Government, Liberal Arts and Sciences/Liberal Studies, Sophomore
The Westminster Schools 2006 — 2013
High School Diploma
Capstone Partners Financial and Insurance Services May 2015 - Present
WestPoint Financial Group August 2009 - May 2015
Lang Financial Group July 2008 - August 2008
Skills
Securities, Insurance, Retirement, Investments, Access, Financial Services, Finance, Strategic Financial..., Analysis, Retirement Planning, Life Insurance, Mutual Funds, Financial Planning, Fixed Annuities
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance & Management
University of Sydney 2008 — 2008
Faculty of Economics and Business
The Miami Valley School 2001 — 2005
Capstone Partners Financial and Insurance Services September 2014 - Present
Northwestern Mutual January 2014 - September 2014
Team Red, White & Blue March 2013 - January 2014
Bank of America November 2011 - January 2014
Lionsgate - Pantelion Films 2011 - 2011
JC Robbins Management 2010 - 2011
United States Marine Corps November 2003 - December 2007
Skills
Management, Leadership, Marketing, Project Management, Access, Social Networking, Social Media Marketing, Event Planning, Entrepreneurship, Security Clearance, PowerPoint, Facebook, Entertainment, Sales, Radio, Microsoft Office, Government, Social Media, Photography, Television, Film
Education
Full Sail University 2008 — 2011
Master of Science (M.S.), Arts, Entertainment, and Media Management
Full Sail University 2008 — 2010
Bachelor of Science (B.S.), Arts, Entertainment, and Media Management
Capstone Partners Financial and Insurance Services April 2014 - Present
Naked Wines July 2012 - March 2014
CalFinder September 2011 - July 2012
Apple Inc May 2008 - October 2011
Solmar Eyewear SRL June 2007 - May 2008
Circuit City December 2004 - June 2007
Skills
CRM, Business Development, Sales, New Business Development, Marketing, iWork, iLife, Sales Management, Cold Calling, Mac, Social Media Marketing, Marketing Strategy, Salesforce.com, Mac OS X, Retail, Customer Service, Direct Sales, Account Management, Strategic Partnerships, Wine, Market Research, Brand Management, VoIP, Sales Effectiveness, Business Strategy, Online Advertising, International Sales, Marketing Management, Direct Marketing, Online Marketing, Financial Analysis, OS X, Product Marketing
Education
University of San Francisco 2007 — 2009
International Business & Economics
Molina Healthcare May 2015 - Present
U.S. Coast Guard August 2004 - Present
Capstone Partners Financial and Insurance Services July 2014 - December 2014
U.S. Coast Guard July 2004 - March 2012
Skills
Rescue, Leadership, Military, Security Clearance, Microsoft Office, Military Operations, Training, Program Management, Military Experience, Customer Service
Education
California State University-Long Beach
Business, Management, Marketing, and Related Support Services
Macomb Community College 2009 — 2009
none, Business
TIME Financial August 2014 - Present
Capstone Partners Financial and Insurance Services January 2013 - December 2013
Marsh Private Client Life Insurance Services September 2008 - November 2012
Flynn Associates January 2002 - September 2008
Pacific Life April 2000 - January 2002
Ian H. Graham Insurance July 1997 - April 2000
Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care
Education
Glendale Community College
Capstone Partners Financial and Insurance Services September 2015 - Present
Entrepreneur, Undislosed 2013 - Present
Co-founder Mymakeapp October 2012 - Present
Rodan + Fields February 2015 - September 2015
Northwestern Mutual 2007 - 2011
Northwestern Mutual 2006 - 2007
Northwestern Mutual 2000 - 2006
Northwestern Mutual 1997 - 2004
Skills
Business Management, Entrepreneur, Strategic Direction, Sustainable Growth, Change Management, Business Solutions, Budget Analysis, Budget Oversight, Cost Control, Best Practices, Compliance, Quality Control, P&L, Training and Development, Talent Cultivation, Productivity, Employee Retention, Multiple Sites, Sales, Marketing, Fundraising, Advertising, Social Media, Innovation, Portfolio Management, Financial Services, Market Analysis, Project Management, Business Partnerships, Recruitment, Operations, Human Resources, Employee Benefits, Referral Networks, Business Development, Strategy, Customer Service, Event Planning, Entrepreneurship, Investments, Management, Management Consulting, Marketing Strategy, New Business Development, Program Management, Public Relations, Public Speaking, Retirement Planning, Team Building
Education
State University of New York at New Paltz 1984 — 1988
Bachelor of Science (BS), Education
loanDepot LLC March 2015 - Present
Capstone Partners Financial and Insurance Services December 2013 - Present
Tillys June 2007 - December 2014
Skills
Mortgage Lending, Management, Investments, E-commerce, SQL, Python, PHP, VBA, Return on Investment..., Accounting, CSS, Sales, Data Analysis, jQuery, Marketing, Social Media, Team Building, Loss Prevention, Leadership, Trend Analysis, Apparel, Fashion, Time Management, Visual Merchandising, Finance, Marketing Communications
Education
California State University-Long Beach 2005 — 2009
Bachelor's degree, Psychology, 3.5
Huntington Beach High School
Capstone Partners Financial and Insurance Services June 2014 - Present
Skills
Legal Research, Legal Writing, Public Speaking, Microsoft Office, Commercial Litigation, Nonprofits, Social Media, Westlaw, Research, Customer Service, Microsoft Excel, Litigation, Policy Analysis, Intellectual Property, Analysis, Mediation, Fundraising, Microsoft Word, Civil Litigation, Public Policy, Spanish, Lexis, Editing, Entertainment Law, Legal Issues
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Business Administration (MBA)
Pepperdine University School of Law 2009 — 2012
Juris Doctor (J.D.)
(ISSA) International Sports Sciences Association January 2011 - Present
Capstone Partners Financial and Insurance Services August 2014 - August 2014
Rumson Emergency Medical Services 2008 - 2014
National Model United Nations January 2012 - January 2013
Rumson Fair-Haven High School 2013 - 2013
Brookdale Community College January 2012 - 2013
Fort Monmouth Army Instillation 2008 - 2008
Skills
Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Diligent, Research, Marketing, Communication, People Skills, Statistical Modeling, Management, Coaching, Sports, Public Speaking
Education
Pepperdine University 2014 — 2015
Bachelor of Arts (B.A.)
Brookdale Community College
Associate of Arts (A.A.)