Axxcess Capital
Industry: Capital market company
DescriptionFounded: 2009 Subsidiary: AC Self Storage Solutions, LLC
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Axxcess Capital Employees
Employee
Years
Job
Industry
David J. Hartness, MBA David J. Hartness, MBA's Axxcess Capital Experience April 2010 - June 2012
Job Real Estate Link 360, LLC Managing Director
Industry Real Estate
Experience
Real Estate Link 360, LLC June 2012 - Present
Titan Capital Holdings, LLC June 2011 - January 2015
Axxcess Capital April 2010 - June 2012
1031 Exchange Strategies, Inc. July 2002 - April 2010
Stellar Group. Inc. November 1995 - December 2009
Crivello Corporation April 1990 - April 1997
Skills
Real Estate, Asset Management, Investment Properties, Strategic Planning, Mergers, Due Diligence, Client Services, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Investments, Investment Strategies, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Finance, Financial Analysis, Disposition, Property Management, Equities, Mutual Funds, Commercial Real Estate, Financial Planning
Education
University of Phoenix - San Diego, CA 1993 — 1996
MBA
University of Hawaii - College of Business Administration 1968 — 1973
BBA
Real Estate Link 360, LLC June 2012 - Present
Titan Capital Holdings, LLC June 2011 - January 2015
Axxcess Capital April 2010 - June 2012
1031 Exchange Strategies, Inc. July 2002 - April 2010
Stellar Group. Inc. November 1995 - December 2009
Crivello Corporation April 1990 - April 1997
Skills
Real Estate, Asset Management, Investment Properties, Strategic Planning, Mergers, Due Diligence, Client Services, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Investments, Investment Strategies, Mergers & Acquisitions, Wealth Management, Financial Services, Strategic Financial..., Finance, Financial Analysis, Disposition, Property Management, Equities, Mutual Funds, Commercial Real Estate, Financial Planning
Education
University of Phoenix - San Diego, CA 1993 — 1996
MBA
University of Hawaii - College of Business Administration 1968 — 1973
BBA
Jinwoo Choi Jinwoo Choi's Axxcess Capital Experience June 2010 - September 2010
Job Law Student at Indiana University School of Law
Industry Legal Services
Experience
U.S. District Court for the Central District of California May 2014 - August 2014
Aitken Aitken Cohn August 2012 - July 2013
Phillight Studio January 2011 - December 2011
Apple August 2008 - September 2011
Axxcess Capital June 2010 - September 2010
RA Sushi Bar Restaurant October 2006 - June 2008
The Chocolate Moose September 2004 - January 2008
Skills
Customer Service, Customer Retention, Business Strategy, Strategic Initiatives, Employee Relations, Building Relationships, Computer Proficiency, Creative Writing, Speech Writing, Public Speaking, Motivational Speaking, Sales, Project Management, Management, Legal Writing, Social Media Marketing
Education
Indiana University School of Law—Bloomington 2013 — 2016
Doctor of Law (JD), Law
UC Riverside 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Law and Society
U.S. District Court for the Central District of California May 2014 - August 2014
Aitken Aitken Cohn August 2012 - July 2013
Phillight Studio January 2011 - December 2011
Apple August 2008 - September 2011
Axxcess Capital June 2010 - September 2010
RA Sushi Bar Restaurant October 2006 - June 2008
The Chocolate Moose September 2004 - January 2008
Skills
Customer Service, Customer Retention, Business Strategy, Strategic Initiatives, Employee Relations, Building Relationships, Computer Proficiency, Creative Writing, Speech Writing, Public Speaking, Motivational Speaking, Sales, Project Management, Management, Legal Writing, Social Media Marketing
Education
Indiana University School of Law—Bloomington 2013 — 2016
Doctor of Law (JD), Law
UC Riverside 2006 — 2011
Bachelor of Arts (B.A.), Political Science and Law and Society
Joono Choi Joono Choi's Axxcess Capital Experience April 2010 - November 2010
Job Client Relations and Marketing Director at Wilson Wealth Management
Industry Financial Services
Experience
Wilson Wealth Management August 2014 - Present
Mustard Cartel May 2011 - Present
Financial Advisors Network November 2010 - November 2012
Axxcess Capital April 2010 - November 2010
Thompson National Properties, LLC August 2008 - April 2010
UCLA September 2003 - March 2007
American Cancer Society September 2003 - March 2007
MTV Networks / Logo 2006 - 2006
MTV Networks / Logo 2006 - 2006
Skills
Strategic Planning, Social Media, Marketing, Social Media Marketing, Public Relations, Team Building, Community Outreach, Facebook, Social Networking, Real Estate, Online Marketing, E-commerce, Advertising, Brand Development, Integrated Marketing, Entrepreneurship, Fashion, Management, Brand Management
Education
UCLA 2003 — 2007
Wilson Wealth Management August 2014 - Present
Mustard Cartel May 2011 - Present
Financial Advisors Network November 2010 - November 2012
Axxcess Capital April 2010 - November 2010
Thompson National Properties, LLC August 2008 - April 2010
UCLA September 2003 - March 2007
American Cancer Society September 2003 - March 2007
MTV Networks / Logo 2006 - 2006
MTV Networks / Logo 2006 - 2006
Skills
Strategic Planning, Social Media, Marketing, Social Media Marketing, Public Relations, Team Building, Community Outreach, Facebook, Social Networking, Real Estate, Online Marketing, E-commerce, Advertising, Brand Development, Integrated Marketing, Entrepreneurship, Fashion, Management, Brand Management
Education
UCLA 2003 — 2007
Janice Ryan, CFA Janice Ryan, CFA's Axxcess Capital Experience May 2015 - Present
Job Senior Vice President, Business Development at Axxcess Capital
Industry Investment Management
Experience
Axxcess Capital May 2015 - Present
Ryan and Associates December 2013 - May 2015
Select Capital Corporation October 2011 - November 2013
US Select September 2008 - September 2011
Skills
FINRA Series 7, 24,..., Investment Strategies, Due Diligence, Wealth Management, Strategy, Leadership, Investments, Alternative Investments, Business Development, Mutual Funds, Investment Advisory, Private Equity, Asset Management, Asset Allocation, Asset Managment, Series 7, Series 63, Securities, Equities, Joint Ventures, Private Placements, Strategic Financial..., Portfolio Management, Hedge Funds, Financial Advisory, Financial Planning
Education
CFA Charterholder
University of Southern California
BS, Business, Corporate and Investment Finance
Axxcess Capital May 2015 - Present
Ryan and Associates December 2013 - May 2015
Select Capital Corporation October 2011 - November 2013
US Select September 2008 - September 2011
Skills
FINRA Series 7, 24,..., Investment Strategies, Due Diligence, Wealth Management, Strategy, Leadership, Investments, Alternative Investments, Business Development, Mutual Funds, Investment Advisory, Private Equity, Asset Management, Asset Allocation, Asset Managment, Series 7, Series 63, Securities, Equities, Joint Ventures, Private Placements, Strategic Financial..., Portfolio Management, Hedge Funds, Financial Advisory, Financial Planning
Education
CFA Charterholder
University of Southern California
BS, Business, Corporate and Investment Finance
Mark Atchity Mark Atchity's Axxcess Capital Experience September 2013 - Present
Job President at JCC Advisors, LLC
Industry Financial Services
Experience
Arete Wealth Management January 2014 - Present
ARI Financial Services, Inc September 2013 - Present
Axxcess Capital September 2013 - Present
JCC Advisors, LLC January 2013 - Present
Thompson National Properties, LLC November 2009 - July 2012
Brookstreet Securities Corporation September 1995 - June 2007
Education
Boston College - Carroll School of Management 1990 — 1994
BS, Management & Finance
Campbell Hall
Campbell Hall
Campbell Hall
Arete Wealth Management January 2014 - Present
ARI Financial Services, Inc September 2013 - Present
Axxcess Capital September 2013 - Present
JCC Advisors, LLC January 2013 - Present
Thompson National Properties, LLC November 2009 - July 2012
Brookstreet Securities Corporation September 1995 - June 2007
Education
Boston College - Carroll School of Management 1990 — 1994
BS, Management & Finance
Campbell Hall
Campbell Hall
Campbell Hall
Mark Bechtholt Mark Bechtholt's Axxcess Capital Experience April 2010 - June 2010
Job Product Manager SEO, User Acquisition at PayScale, Inc.
Industry Internet
Experience
PayScale, Inc. January 2015 - Present
TrafficZoom August 2013 - September 2014
OrangeSoda July 2012 - August 2013
OrangeSoda October 2011 - August 2013
OrangeSoda April 2011 - August 2013
Qualtrics Labs August 2010 - April 2011
Lunt Capital Management May 2010 - July 2010
Axxcess Capital April 2010 - June 2010
Omni Investment Advisors September 2009 - April 2010
Skills
SEO, SEO Audits, Landing Page..., Google Analytics, SEM, PPC, Social Media Marketing, Keyword Research, Google Adwords, Web Analytics, Organic Search, Search Advertising, Search Engine Ranking, Link Building, Social Media, Wordpress, Search Engine..., Link Analysis, French, Online Marketing, Analytics, Web Marketing, Blogging, Market Research, Strategy, WordPress, Marketing, Conversion Optimization, Product Management, Lead Generation, SaaS, Online Advertising, Affiliate Marketing, E-commerce, Email Marketing, Google Webmaster Tools, Local Search, Digital Marketing, Entrepreneurship, Start-ups, Online Reputation..., Online Lead Generation, SEO copywriting, Mobile Marketing, Website Development, Digital Strategy, Content Marketing, Management, Business Strategy, Search Analysis
Education
The College of Idaho 2003 — 2009
BA, Business Management Emphasis in Finance
Charles Wright Academy 1996 — 2003
PayScale, Inc. January 2015 - Present
TrafficZoom August 2013 - September 2014
OrangeSoda July 2012 - August 2013
OrangeSoda October 2011 - August 2013
OrangeSoda April 2011 - August 2013
Qualtrics Labs August 2010 - April 2011
Lunt Capital Management May 2010 - July 2010
Axxcess Capital April 2010 - June 2010
Omni Investment Advisors September 2009 - April 2010
Skills
SEO, SEO Audits, Landing Page..., Google Analytics, SEM, PPC, Social Media Marketing, Keyword Research, Google Adwords, Web Analytics, Organic Search, Search Advertising, Search Engine Ranking, Link Building, Social Media, Wordpress, Search Engine..., Link Analysis, French, Online Marketing, Analytics, Web Marketing, Blogging, Market Research, Strategy, WordPress, Marketing, Conversion Optimization, Product Management, Lead Generation, SaaS, Online Advertising, Affiliate Marketing, E-commerce, Email Marketing, Google Webmaster Tools, Local Search, Digital Marketing, Entrepreneurship, Start-ups, Online Reputation..., Online Lead Generation, SEO copywriting, Mobile Marketing, Website Development, Digital Strategy, Content Marketing, Management, Business Strategy, Search Analysis
Education
The College of Idaho 2003 — 2009
BA, Business Management Emphasis in Finance
Charles Wright Academy 1996 — 2003
Erica (Nicholson) Blue's Axxcess Capital Experience February 2015 - Present
Job Manager of Business Development at Axxcess Capital
Industry Commercial Real Estate
Experience
Axxcess Capital February 2015 - Present
Thompson National Properties, LLC May 2010 - February 2013
Thompson National Properties, LLC May 2009 - May 2010
Thompson National Properties, LLC May 2008 - May 2009
Mattson Resources February 2008 - May 2008
Trimquick 2003 - 2007
Skills
Applicant Tracking..., Temporary Placement, Staffing Services, Temporary Staffing, College Recruiting, Internet Recruiting, Talent Acquisition, Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Benefits Negotiation, Interviews, Resume Writing, Human Resources, Screening Resumes, Permanent Placement, Executive Search, Cold Calling, Screening, System Administration
Education
University of California, Irvine 2001 — 2005
B.A., Psychology and Social Behavior
Orange Coast College 2001 — 2003
IGETC, General
Axxcess Capital February 2015 - Present
Thompson National Properties, LLC May 2010 - February 2013
Thompson National Properties, LLC May 2009 - May 2010
Thompson National Properties, LLC May 2008 - May 2009
Mattson Resources February 2008 - May 2008
Trimquick 2003 - 2007
Skills
Applicant Tracking..., Temporary Placement, Staffing Services, Temporary Staffing, College Recruiting, Internet Recruiting, Talent Acquisition, Recruiting, Sourcing, Contract Recruitment, Technical Recruiting, Benefits Negotiation, Interviews, Resume Writing, Human Resources, Screening Resumes, Permanent Placement, Executive Search, Cold Calling, Screening, System Administration
Education
University of California, Irvine 2001 — 2005
B.A., Psychology and Social Behavior
Orange Coast College 2001 — 2003
IGETC, General
Tim Snodgrass, JD.'s Axxcess Capital Experience September 2009 - Present
Job Partner at Axxcess Capital
Industry Investment Banking
Experience
Axxcess Capital September 2009 - Present
Argus Realty Investors, LP April 2001 - September 2009
Investment Property Exchange Services (IPX 1031) June 1998 - April 2001
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity, Real Estate, Equities, Investors, Asset Managment, Due Diligence, Investment Strategies, Asset Allocation, Asset Management, Capital, Capital Markets, Disposition, Financial Advisory, Financial Analysis, Funding, Securities, Venture Capital
Education
Thomas Jefferson School of Law 1994 — 1998
Juris Doctorate, Law
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), History
Axxcess Capital September 2009 - Present
Argus Realty Investors, LP April 2001 - September 2009
Investment Property Exchange Services (IPX 1031) June 1998 - April 2001
Skills
Alternative Investments, Investments, Hedge Funds, Private Equity, Real Estate, Equities, Investors, Asset Managment, Due Diligence, Investment Strategies, Asset Allocation, Asset Management, Capital, Capital Markets, Disposition, Financial Advisory, Financial Analysis, Funding, Securities, Venture Capital
Education
Thomas Jefferson School of Law 1994 — 1998
Juris Doctorate, Law
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), History
Indira Lemonds's Axxcess Capital Experience 2009 - 2010
Job Corporate Controller at Guardian Companies
Industry Commercial Real Estate
Experience
Guardian Companies March 2015 - Present
Argus Realty Investors November 2005 - Present
Axxcess Capital 2009 - 2010
ClearLight Partners July 2001 - October 2005
Toastmasters International April 2000 - June 2001
Deloitte September 1994 - April 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1994
BS, Business
Guardian Companies March 2015 - Present
Argus Realty Investors November 2005 - Present
Axxcess Capital 2009 - 2010
ClearLight Partners July 2001 - October 2005
Toastmasters International April 2000 - June 2001
Deloitte September 1994 - April 2000
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1994
BS, Business
Lauralea Pfendler's Axxcess Capital Experience January 2010 - December 2013
Job Securities Compliance
Industry Financial Services
Experience
Independent Insurance Agent To add to my base of knowledge I felt it important to understand the Insurance Industry. I recently received my Life and Health License and currently offer Life Insurance, Annuities, Long Term Care, Short Term care, Critical Illness solutions as well as being a Medicare specialist helping the baby boomer generation navigate their retirement in the most cost effective method possible. I do all of this through the eye of a compliance professional always keeping their future goals and situation in mind when helping them to determine a course of action.Chief Compliance OfficerQuest Capital Strategies, Inc.February 2014 - September 2014
John Galt Wealth Solutions October 2013 - February 2014
ARI Financial Services, Inc. February 2010 - December 2013
Axxcess Capital January 2010 - December 2013
Skills
Asset Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Due Diligence, Equities, Retirement Planning, Financial Advisory
Education
University of Phoenix 2002 — 2004
Bachelor's degree, Accounting
Independent Insurance Agent To add to my base of knowledge I felt it important to understand the Insurance Industry. I recently received my Life and Health License and currently offer Life Insurance, Annuities, Long Term Care, Short Term care, Critical Illness solutions as well as being a Medicare specialist helping the baby boomer generation navigate their retirement in the most cost effective method possible. I do all of this through the eye of a compliance professional always keeping their future goals and situation in mind when helping them to determine a course of action.Chief Compliance OfficerQuest Capital Strategies, Inc.February 2014 - September 2014
John Galt Wealth Solutions October 2013 - February 2014
ARI Financial Services, Inc. February 2010 - December 2013
Axxcess Capital January 2010 - December 2013
Skills
Asset Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Due Diligence, Equities, Retirement Planning, Financial Advisory
Education
University of Phoenix 2002 — 2004
Bachelor's degree, Accounting
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