Joseph Capital Management LLC
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Joseph Capital Management LLC Employees
Privilege Talent Agency February 2015 - Present
Center Productions, Inc. January 2015 - February 2015
VAIN Orlando January 2012 - September 2013
Northwestern Mutual December 2011 - March 2012
Joseph Capital Management LLC May 2007 - August 2009
Skills
Entrepreneurship, Business Development, Small Business, New Business Development, Business Intelligence, Team Building, Team Leadership, Marketing, Social Media Marketing, Social Media, Customer Service, Sales, Microsoft Office, PowerPoint, Social Networking, Microsoft Word, Microsoft Excel, Leadership
Education
University of Central Florida 2009 — 2013
Bachelor of Business Administration (B.S. B.A.), Business Administration, Management and Operations
Theodore Roosevelt Center May 2014 - August 2014
Hickory Ridge Homestead January 2013 - May 2013
Appalachian State University August 2011 - May 2013
ScholarFi Inc May 2011 - December 2012
Joseph Capital Management, LLC May 2008 - April 2011
Follett Higher Education Group - University of North Florida Bookstore August 2007 - October 2007
Joseph Capital Management, LLC December 2004 - July 2007
Central Florida Community College September 2004 - December 2004
Skills
History, Museums, Research, Blogging, Historical Research, Art History, Academic Writing, Higher Education, Fundraising, Newsletters, Teaching, Museum Collections, Books, Publications, Archaeology, Curating, Compliance, Public History, Web Design, Writing, Historic Preservation, 36 CFR Part 61, Grant Writing, Editing, Archival Research, Cultural Heritage, Social Media, Strategic Planning, Metadata, Community Outreach, Public Speaking, Nonprofits, Volunteer Management, Program Development
Education
Appalachian State University 2011 — 2013
Master of Arts, Public History
Florida State University 2008 — 2010
B.S., Interdisciplinary Social Science, Sociology
University of North Florida 2007 — 2008
None, History
Central Florida Community College 2004 — 2007
A.A., History
ScholarFP.blogspot.com January 2012 - Present
TriumphInCollege.blogspot.com February 2015 - Present
Western Kentucky University May 2015 - Present
Financial Planning March 2015 - Present
ScholarFi Inc. September 2011 - Present
RIAbiz.com December 2009 - Present
Ron A. Rhoades, Attorney and Counselor at Law 1988 - Present
Alfred State College June 2011 - May 2015
Joseph Capital Management, LLC 2001 - August 2011
Prudential Financial 2000 - 2000
Skills
Investments, Wealth Management, Financial Planning, Investment Advisory, Public Speaking, Estate Planning
Education
University of Florida - Fredric G. Levin College of Law 1983 — 1985
J.D. with honors, Law
Florida Southern College 1981 — 1983
B.S., Business Administration
Alfred State College - SUNY College of Technology
Hanover Research June 2015 - Present
Emerald Innovations, Inc. September 2014 - March 2015
Emerald Innovations, Inc. September 2014 - March 2015
Emerald Innovations, Inc. July 2013 - September 2014
Emerald Endeavors May 2011 - July 2013
Domino's August 2010 - April 2011
Warrington Diplomats April 2009 - April 2010
Joseph Capital Management, LLC May 2007 - July 2007
Skills
Financial Analysis, Analysis, New Business Development, Competitive Analysis, Strategic Planning, Leadership, Strategy, Contract Negotiation, Business Development, Start-ups, Management, Business Planning, Entrepreneurship, Finance, Forecasting, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Program Management, Investments, Market Research, Valuation, Six Sigma, Management Consulting
Education
University of Florida - Warrington College Of Business 2010 — 2011
Master's Degree, Entrepreneurship
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor's Degree, BSBA - Finance, Magna Cum Laude
Modera Wealth Management, LLC July 2014 - March 2015
Joseph Capital Management LLC May 2012 - July 2014
McPherson's Archery & Outdoor Pro Shop May 2012 - April 2013
UCF Business Incubator June 2011 - December 2011
UCF Athletics Association April 2010 - December 2011
Skills
Sales and Marketing, Business Management, Business Strategy, Team Leadership, Microsoft Office, Innovator, Social Media, Public Speaking, Catering, Event Management, Entrepreneurship, Engineering, Event Planning, Team Building, Management, CRM, Negotiation
Education
University of Central Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management
University of Central Florida - College of Business Administration 2009 — 2011
BS, Business Management
Universidad de Jaén 2011 — 2011
International Business
North Carolina State University 2007 — 2008
Trimont Real Estate Advisors September 2014 - Present
TriMont Real Estate Advisors September 2014 - July 2015
PNC May 2013 - September 2014
PNC June 2012 - May 2013
Joseph Capital Management LLC June 2011 - August 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Access, Process Improvement, Time Management, Sales, Project Management, Business Development, Marketing, Retail Banking, Leadership, Credit, Finance, Management
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science (BS), Finance and Accounting
Harris Recording Solutions March 2008 - Present
Harris Recording Solutions March 2008 - Present
Florida Virtual School November 2013 - April 2014
Joseph Capital Management LLC March 2007 - March 2008
Resdev LLC March 2005 - January 2006
Travelers Insurance November 2000 - March 2005
Skills
SQL Server 2005/2000, PowerPoint, Excel, Microsoft Excel, Visio, Microsoft Office, Customer Service, Strategic Planning, Access, Business Analysis, Team Building, Project Management, Microsoft SQL Server, Team Leadership, Troubleshooting, Insurance, Technical Writing, Crystal Reports, Microsoft Word, Software Project..., SDLC, IIS, SQL, Software Documentation, Program Management, Training, MS Project, Project Planning, Management, SharePoint, Process Improvement, Analysis, Software Development, Databases, Integration, Oracle, Requirements Analysis, Business Process, Vendor Management, Business Process..., Agile Methodologies, Business Intelligence
Education
University of Central Florida 1998 — 2000
Bachelor of Science (BS), Education
University of Central Florida 1997 — 2000
B.S., Education
Modera Wealth Management, LLC July 2014 - Present
Joseph Capital Management, LLC 2001 - June 2014
Modera Wealth Management, LLC 2014 - 2014
Joseph and Company, CPA's 2000 - 2007
PricewaterhouseCoopers August 1985 - June 1990
Skills
Retirement Planning, Investment Advisory, Asset Allocation, High Net Worth..., Wealth Management, Estate Planning, Portfolio Management, 401k, Financial Planning, Entrepreneur, Tax Efficient Investing, Business Succession..., Tax Planning, Creating Peace of Mind..., Financial Advisory, Investments, Wealth, Tax
Education
Florida Atlantic University 2003 — 2005
Masters In Taxation, Taxation
St. John's University, New York City 1981 — 1985
B.S., Accounting /Econoimics and Finance
Modera Wealth Management, LLC July 2014 - Present
Joseph Capital Management LLC October 2008 - June 2014
SunTrust Bank 1996 - 2008
Education
University of South Florida - College of Business Administration 1981 — 1985
B.S., Finance & Management
Bishop Verot High 1977 — 1981