Capital Advisors, Inc.
Industry: Company
DescriptionFounded: 1978 Subsidiaries: Southwest Financial Services LLC, Minshall & Company Inc.
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Capital Advisors, Inc. Employees
Employee
Years
Job
Industry
Bryan Goetz Bryan Goetz's Capital Advisors, Inc. Experience
Job President at Capital Advisors, Inc.
Industry Investment Banking
Experience
Capital Advisors, Inc.
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Mergers, Business Valuation
Education
Saint Louis University School of Law 1980 — 1983
Juris Doctor (J.D.), Law
Truman State University
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Capital Advisors, Inc.
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Mergers, Business Valuation
Education
Saint Louis University School of Law 1980 — 1983
Juris Doctor (J.D.), Law
Truman State University
Bachelor's Degree, Business Administration and Management, General, Magna Cum Laude
Robert Ferrell Robert Ferrell's Capital Advisors, Inc. Experience May 2013 - August 2013
Job Analyst at State Bank and Trust Company
Industry Commercial Real Estate
Experience
State Bank and Trust Company 2014 - Present
The Bridgeview Company April 2014 - October 2014
Capital Advisors, Inc. May 2013 - August 2013
Skills
Financial Modeling, Underwriting, Due Diligence, Capital Markets, Market Analysis, Argus Modeling, Excel Modeling, Refinance, Credit Analysis, MS Office Suite
Education
The University of Georgia 2009 — 2013
Consumer Economics
University of Innsbruck 2011 — 2011
Marketing, Management
Colegio Delibes 2008 — 2008
Spanish Language and Literature
State Bank and Trust Company 2014 - Present
The Bridgeview Company April 2014 - October 2014
Capital Advisors, Inc. May 2013 - August 2013
Skills
Financial Modeling, Underwriting, Due Diligence, Capital Markets, Market Analysis, Argus Modeling, Excel Modeling, Refinance, Credit Analysis, MS Office Suite
Education
The University of Georgia 2009 — 2013
Consumer Economics
University of Innsbruck 2011 — 2011
Marketing, Management
Colegio Delibes 2008 — 2008
Spanish Language and Literature
Allison Latham Allison Latham's Capital Advisors, Inc. Experience May 2011 - June 2011
Job Business Analyst at Deloitte
Industry
Experience
Deloitte August 2015 - Present
United States Senate May 2014 - December 2014
Georgetown University Government Department August 2013 - December 2013
WPX Energy May 2013 - August 2013
Capital Advisors, Inc. May 2011 - June 2011
Skills
Spanish, Government, Management, Newsletters, Research, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Social Media, Microsoft Word, Public Speaking, Editing, Leadership, Community Outreach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government, Spanish
Universidad Complutense de Madrid 2014 — 2014
Spanish Language and Literature; International Relations
Universidad San Francisco de Quito
Spanish Language and Literature
Holland Hall School 2007 — 2011
Deloitte August 2015 - Present
United States Senate May 2014 - December 2014
Georgetown University Government Department August 2013 - December 2013
WPX Energy May 2013 - August 2013
Capital Advisors, Inc. May 2011 - June 2011
Skills
Spanish, Government, Management, Newsletters, Research, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Social Media, Microsoft Word, Public Speaking, Editing, Leadership, Community Outreach
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government, Spanish
Universidad Complutense de Madrid 2014 — 2014
Spanish Language and Literature; International Relations
Universidad San Francisco de Quito
Spanish Language and Literature
Holland Hall School 2007 — 2011
Ridge Stafford Ridge Stafford's Capital Advisors, Inc. Experience June 2005 - Present
Job Vice President at Capital Advisors
Industry Commercial Real Estate
Experience
Capital Advisors, Inc. June 2005 - Present
RBC Capital Advisors, Inc. June 2004 - June 2005
Capital Advisors, Inc. October 2003 - June 2004
Wachovia Capital Markets May 2000 - September 2003
Skills
Capital Markets, Corporate Finance, Investment Banking, Commercial Banking, Financial Services, Real Estate, Financial Advisory, Underwriting, Commercial Real Estate, Debt Restructuring, Valuation, Asset Management, Portfolio Management, Investments, Due Diligence, Financial Analysis, Real Estate Economics, Loans, Financial Modeling, CMBS, Private Equity, Brokerage, Equities, Credit Analysis, Structured Finance, Real Estate Financing, Disposition, Commercial Lending, Real Estate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
MBA
University of South Carolina-Columbia
BS in Business Administration
Capital Advisors, Inc. June 2005 - Present
RBC Capital Advisors, Inc. June 2004 - June 2005
Capital Advisors, Inc. October 2003 - June 2004
Wachovia Capital Markets May 2000 - September 2003
Skills
Capital Markets, Corporate Finance, Investment Banking, Commercial Banking, Financial Services, Real Estate, Financial Advisory, Underwriting, Commercial Real Estate, Debt Restructuring, Valuation, Asset Management, Portfolio Management, Investments, Due Diligence, Financial Analysis, Real Estate Economics, Loans, Financial Modeling, CMBS, Private Equity, Brokerage, Equities, Credit Analysis, Structured Finance, Real Estate Financing, Disposition, Commercial Lending, Real Estate Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
MBA
University of South Carolina-Columbia
BS in Business Administration
Martha Huch Fleming's Capital Advisors, Inc. Experience April 1998 - February 2003
Job Commercial Real Estate Paralegal, Child Custody Advocate, Notary Public
Industry Banking
Experience
The Counsel For Children's Rights October 2012 - Present
Commercial Real Estate February 2003 - Present
Capital Advisors, Inc. April 1998 - February 2003
Cadwalader, Wickersham & Taft LLP April 1996 - May 1998
First Union National Bank November 1994 - April 1996
AMRESCO February 1991 - April 1994
NCNB March 1989 - April 1991
Womble Carlyle Sandridge & Rice PLLC 1987 - 1989
Skills
Loans, Documentation, Banking, Due Diligence, Customer Relations, Real Estate, Contract Negotiation, Microsoft Office, Excel, Problem Solving, Compliance, Loan Origination, Customer Service, Real Estate Economics, Construction Loans, Budgets, Commercial Real Estate, Strategic Planning, Microsoft Excel, Real Estate Development
Education
University of London, London, England 1985 — 1985
Paralegal Studies Summer Program, Criminal Law
University of Southern Mississippi 1981 — 1985
Bacherlor of Science, Paralegal, Criminal Law as a minor
The Counsel For Children's Rights October 2012 - Present
Commercial Real Estate February 2003 - Present
Capital Advisors, Inc. April 1998 - February 2003
Cadwalader, Wickersham & Taft LLP April 1996 - May 1998
First Union National Bank November 1994 - April 1996
AMRESCO February 1991 - April 1994
NCNB March 1989 - April 1991
Womble Carlyle Sandridge & Rice PLLC 1987 - 1989
Skills
Loans, Documentation, Banking, Due Diligence, Customer Relations, Real Estate, Contract Negotiation, Microsoft Office, Excel, Problem Solving, Compliance, Loan Origination, Customer Service, Real Estate Economics, Construction Loans, Budgets, Commercial Real Estate, Strategic Planning, Microsoft Excel, Real Estate Development
Education
University of London, London, England 1985 — 1985
Paralegal Studies Summer Program, Criminal Law
University of Southern Mississippi 1981 — 1985
Bacherlor of Science, Paralegal, Criminal Law as a minor
Eileen F. Spencer's Capital Advisors, Inc. Experience June 2001 - April 2013
Job Vice President, Medalist Capital, Inc.
Industry Real Estate
Experience
Medalist Capital, Inc. April 2013 - June 2014
Capital Advisors, Inc. June 2001 - April 2013
Skills
Real Estate, Real Estate Economics, Commercial Real Estate, Due Diligence, Disposition, Negotiation, Brokerage, Loans, Asset Management, Real Estate Development, Leases, Portfolio Management, Investment Properties
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor's Degree, Economics
Medalist Capital, Inc. April 2013 - June 2014
Capital Advisors, Inc. June 2001 - April 2013
Skills
Real Estate, Real Estate Economics, Commercial Real Estate, Due Diligence, Disposition, Negotiation, Brokerage, Loans, Asset Management, Real Estate Development, Leases, Portfolio Management, Investment Properties
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor's Degree, Economics
Philip Rachels Philip Rachels's Capital Advisors, Inc. Experience May 2010 - January 2014
Job Senior Vice President at CBRE
Industry Real Estate
Experience
CBRE January 2014 - Present
Capital Advisors, Inc. May 2010 - January 2014
Corinthian Real Estate Capital, LLC January 2008 - May 2010
Walker & Dunlop January 2002 - January 2008
Charles E Smith Commercial Realty August 1998 - January 2002
Skills
Real Estate, Finance, Investors, Property, Joint Ventures, Real Estate Transactions, Real Estate Development, Equities, Funding, Financial Advisory, Land Acquisition, Financial Risk, Leases, Financial Services, Disposition, Real Estate Economics, Asset Management, Real Estate Financing, Brokerage
Education
Hampden Sydney College 1985 — 1989
BA, English and Spanish
Norfolk Academy 1983 — 1985
High School
CBRE January 2014 - Present
Capital Advisors, Inc. May 2010 - January 2014
Corinthian Real Estate Capital, LLC January 2008 - May 2010
Walker & Dunlop January 2002 - January 2008
Charles E Smith Commercial Realty August 1998 - January 2002
Skills
Real Estate, Finance, Investors, Property, Joint Ventures, Real Estate Transactions, Real Estate Development, Equities, Funding, Financial Advisory, Land Acquisition, Financial Risk, Leases, Financial Services, Disposition, Real Estate Economics, Asset Management, Real Estate Financing, Brokerage
Education
Hampden Sydney College 1985 — 1989
BA, English and Spanish
Norfolk Academy 1983 — 1985
High School
Robert Whitcomb, CCIM Robert Whitcomb, CCIM's Capital Advisors, Inc. Experience January 2001 - May 2004
Job Vice President Regional Product Manager Investment Real Estate
Industry Banking
Experience
PNC Bank March 2012 - Present
Fifth Third Bank April 2007 - March 2012
Bank of the Ozarks April 2005 - April 2007
Capital Advisors, Inc. January 2001 - May 2004
Skills
Commercial Real Estate, Finance, Real Estate, Real Estate Transactions, Loan Origination, Real Estate Economics, Commercial Real Estate..., Credit, Loans, Commercial Lending, Credit Analysis, Sales, Banking, Risk Management, Commercial Banking, Portfolio Management
Education
University of Colorado Boulder 1992 — 1997
Bachelor of Science (B.S.), Finance, General
PNC Bank March 2012 - Present
Fifth Third Bank April 2007 - March 2012
Bank of the Ozarks April 2005 - April 2007
Capital Advisors, Inc. January 2001 - May 2004
Skills
Commercial Real Estate, Finance, Real Estate, Real Estate Transactions, Loan Origination, Real Estate Economics, Commercial Real Estate..., Credit, Loans, Commercial Lending, Credit Analysis, Sales, Banking, Risk Management, Commercial Banking, Portfolio Management
Education
University of Colorado Boulder 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Jessie Montgomery Jessie Montgomery's Capital Advisors, Inc. Experience June 2015 - Present
Job Executive
Industry Financial Services
Experience
Capital Advisors, Inc. June 2015 - Present
Hilti September 2011 - May 2015
Hilti January 2007 - September 2011
Hilti June 2005 - January 2007
Hilti June 2001 - June 2005
PSSI (Physician Support System Inc.) July 1999 - June 2001
Skills
Sales Management, Contract Negotiation, Cross-functional Team..., Project Management, Strategic Planning, Liaison, Marketing Management, Teamwork, Business Strategy, Marketing, Management, Key Account Management, Budgets, B2B, CRM, Process Improvement, Product Development, Analysis, Leadership, Change Management, Brand Management, Training, New Business Development, Sales, Strategy, Account Management, Product Management, Team Building, Business Development, Integration, Integrated Marketing, Customer Service, Product Marketing, Time Management
Education
Oklahoma State University 2005 — 2007
MBA, Business
University of Tulsa 1997 — 2001
International Business/ French, Business
Capital Advisors, Inc. June 2015 - Present
Hilti September 2011 - May 2015
Hilti January 2007 - September 2011
Hilti June 2005 - January 2007
Hilti June 2001 - June 2005
PSSI (Physician Support System Inc.) July 1999 - June 2001
Skills
Sales Management, Contract Negotiation, Cross-functional Team..., Project Management, Strategic Planning, Liaison, Marketing Management, Teamwork, Business Strategy, Marketing, Management, Key Account Management, Budgets, B2B, CRM, Process Improvement, Product Development, Analysis, Leadership, Change Management, Brand Management, Training, New Business Development, Sales, Strategy, Account Management, Product Management, Team Building, Business Development, Integration, Integrated Marketing, Customer Service, Product Marketing, Time Management
Education
Oklahoma State University 2005 — 2007
MBA, Business
University of Tulsa 1997 — 2001
International Business/ French, Business
Chad Plumly Chad Plumly's Capital Advisors, Inc. Experience December 2009 - June 2015
Job VP at Bellwether Enterprise Real Estate Capital, LLC
Industry Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC July 2015 - Present
Capital Advisors, Inc. December 2009 - June 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA)
Washington & Lee University 1980 — 1984
Bachelor of Arts (BA), American History (United States)
Bellwether Enterprise Real Estate Capital, LLC July 2015 - Present
Capital Advisors, Inc. December 2009 - June 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA)
Washington & Lee University 1980 — 1984
Bachelor of Arts (BA), American History (United States)
Barrett Ottenberg, MBA's Capital Advisors, Inc. Experience 2007 - 2010
Job VP,Sr Root Cause Analysis
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Stacy Bauer Stacy Bauer's Capital Advisors, Inc. Experience February 2006 - Present
Job Escrow Manager at Capital Advisors, Inc.
Industry Real Estate
Experience
Capital Advisors, Inc. February 2006 - Present
Fifth Third Bank January 2005 - February 2006
Skills
Escrow, Real Estate, Investment Properties, Loans
Education
University of Dayton 2001 — 2005
Bachelor's, Marketing
Capital Advisors, Inc. February 2006 - Present
Fifth Third Bank January 2005 - February 2006
Skills
Escrow, Real Estate, Investment Properties, Loans
Education
University of Dayton 2001 — 2005
Bachelor's, Marketing
Scott Kenney Scott Kenney's Capital Advisors, Inc. Experience 1994 - 2004
Job Principal at Medalist Capital
Industry Real Estate
Experience
Medalist Capital 2004 - Present
Capital Advisors, Inc. 1994 - 2004
Walker & Dunlop 1987 - 1994
Education
Emory University 1985 — 1987
MBA
Vanderbilt University 1978 — 1982
BA, Business
Medalist Capital 2004 - Present
Capital Advisors, Inc. 1994 - 2004
Walker & Dunlop 1987 - 1994
Education
Emory University 1985 — 1987
MBA
Vanderbilt University 1978 — 1982
BA, Business
Gerry Cabaniss III, CCIM's Capital Advisors, Inc. Experience March 2013 - Present
Job Commercial Real Estate Mortgage Banker
Industry Commercial Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC July 2015 - Present
Capital Advisors, Inc. March 2013 - Present
Merchants Retail Partners September 2009 - April 2013
Protective Life July 1999 - August 2009
Skills
Real Estate Financing, Commercial Real Estate, Real Estate, Investment Properties, Investments, Real Estate Economics, Real Estate Transactions, Finance, Loans, Private Equity, Real Estate Development
Education
Emory University School of Law 1995 — 1998
J.D.
Vanderbilt University 1991 — 1995
B.S., Civil / Environmental Engineering
Woodberry Forest School 1987 — 1991
Bellwether Enterprise Real Estate Capital, LLC July 2015 - Present
Capital Advisors, Inc. March 2013 - Present
Merchants Retail Partners September 2009 - April 2013
Protective Life July 1999 - August 2009
Skills
Real Estate Financing, Commercial Real Estate, Real Estate, Investment Properties, Investments, Real Estate Economics, Real Estate Transactions, Finance, Loans, Private Equity, Real Estate Development
Education
Emory University School of Law 1995 — 1998
J.D.
Vanderbilt University 1991 — 1995
B.S., Civil / Environmental Engineering
Woodberry Forest School 1987 — 1991
Richard Lofgren's Capital Advisors, Inc. Experience December 2001 - June 2010
Job Managing Director / J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
US Navy Reserve December 2013 - Present
JPMorgan Chase Bank, NA July 2012 - May 2015
U.S. Navy Reserve - MCAST Squadron One December 2011 - December 2013
J.P. Morgan June 2010 - July 2012
U.S. Navy Reserve December 2009 - December 2011
FinBack Advisors, LLC November 2009 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Pentecost Capital Management, Inc. December 1999 - December 2001
Education
The University of Texas at Austin 1989 — 1993
B.A.
J.P. Morgan May 2015 - Present
US Navy Reserve December 2013 - Present
JPMorgan Chase Bank, NA July 2012 - May 2015
U.S. Navy Reserve - MCAST Squadron One December 2011 - December 2013
J.P. Morgan June 2010 - July 2012
U.S. Navy Reserve December 2009 - December 2011
FinBack Advisors, LLC November 2009 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Pentecost Capital Management, Inc. December 1999 - December 2001
Education
The University of Texas at Austin 1989 — 1993
B.A.
Shippen Browne's Capital Advisors, Inc. Experience December 2009 - Present
Job EVP, CoDirector SoutheasternRegion at Bellwether Enterprise
Industry Real Estate
Experience
Capital Advisors, Inc. December 2009 - Present
Capital Advisors, Inc. December 2009 - June 2015
RBC Capital Advisors September 1995 - November 2009
Skills
Real Estate Development, Real Estate Economics, Real Estate, Location Intelligence, Portfolio Management, Due Diligence, CMBS, Commercial Real Estate, Capital Markets, Brokerage, Disposition, Management, Real Estate Financing, Sales, Investment Properties, Valuation, Investments, Leases, Asset Management, Loans
Education
Denison University 1991 — 1995
BA, Economics, History
Capital Advisors, Inc. December 2009 - Present
Capital Advisors, Inc. December 2009 - June 2015
RBC Capital Advisors September 1995 - November 2009
Skills
Real Estate Development, Real Estate Economics, Real Estate, Location Intelligence, Portfolio Management, Due Diligence, CMBS, Commercial Real Estate, Capital Markets, Brokerage, Disposition, Management, Real Estate Financing, Sales, Investment Properties, Valuation, Investments, Leases, Asset Management, Loans
Education
Denison University 1991 — 1995
BA, Economics, History
Mark Symm's Capital Advisors, Inc. Experience March 2006 - Present
Job Vice President at Capital Advisors
Industry Financial Services
Experience
Capital Advisors, Inc. March 2006 - Present
H&R Block Financial Advisors 1997 - 1999
Education
Texas A&M University 1992 — 1996
Capital Advisors, Inc. March 2006 - Present
H&R Block Financial Advisors 1997 - 1999
Education
Texas A&M University 1992 — 1996
Clark Jenkins's Capital Advisors, Inc. Experience December 2009 - July 2015
Job Vice President at Bellwether Enterprise
Industry Capital Markets
Experience
Capital Advisors, Inc. December 2009 - July 2015
RBC Capital Advisors April 2004 - November 2009
RBC Bank January 2002 - March 2004
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Capital Advisors, Inc. December 2009 - July 2015
RBC Capital Advisors April 2004 - November 2009
RBC Bank January 2002 - March 2004
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Clark Jenkins's Capital Advisors, Inc. Experience December 2009 - Present
Job Vice President at Capital Advisors, Inc.
Industry Banking
Experience
Capital Advisors, Inc. December 2009 - Present
RBC Capital Advisors April 2004 - November 2009
RBC Bank January 2002 - March 2004
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Capital Advisors, Inc. December 2009 - Present
RBC Capital Advisors April 2004 - November 2009
RBC Bank January 2002 - March 2004
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Brice Davis's Capital Advisors, Inc. Experience April 2014 - September 2014
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - Present
Capital Advisors, Inc. April 2014 - September 2014
Apple May 2007 - April 2014
Skills
Series 63, Series 6, Mac OS X, iLife, iWork, Mac, iPod, OS X, iPhone, iPad, Keynote, iMovie, Adobe Acrobat, Aperture, Consumer Electronics, Apple Certified, Video, Social Networking, Digital Photography, Photography, Video Editing, Camera, Image Editing, iTunes, Mac OS, Customer Service, Social Media, Management, Adobe Creative Suite, Leadership
Education
Northeastern State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services, A
Northeastern State University 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, A
Transamerica September 2014 - Present
Capital Advisors, Inc. April 2014 - September 2014
Apple May 2007 - April 2014
Skills
Series 63, Series 6, Mac OS X, iLife, iWork, Mac, iPod, OS X, iPhone, iPad, Keynote, iMovie, Adobe Acrobat, Aperture, Consumer Electronics, Apple Certified, Video, Social Networking, Digital Photography, Photography, Video Editing, Camera, Image Editing, iTunes, Mac OS, Customer Service, Social Media, Management, Adobe Creative Suite, Leadership
Education
Northeastern State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services, A
Northeastern State University 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, A
Chip Carbino's Capital Advisors, Inc. Experience 1990 - 1997
Job Prime Brokerage at TD Securities
Industry Financial Services
Experience
TD Securities January 2012 - Present
RBC Capital Markets 2004 - 2011
Morgan Stanley 1997 - 2004
Capital Advisors, Inc. 1990 - 1997
Skills
Prime Brokerage, Securities Lending, Electronic Trading, Equities, Hedge Funds, Relationship Management, Financial Services, Derivatives, Cash Management, Trading, Series 7
Education
Franklin & Marshall College
BA, Business Administration
TD Securities January 2012 - Present
RBC Capital Markets 2004 - 2011
Morgan Stanley 1997 - 2004
Capital Advisors, Inc. 1990 - 1997
Skills
Prime Brokerage, Securities Lending, Electronic Trading, Equities, Hedge Funds, Relationship Management, Financial Services, Derivatives, Cash Management, Trading, Series 7
Education
Franklin & Marshall College
BA, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY