Capital Analysts, Inc
Industry: Company
DescriptionFounded: 1968 Parent organization: Lincoln Investment Planning, LLC
Capital Analysts, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Analysts, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Capital Analysts, Inc Salaries. You can even request information on how much does Capital Analysts, Inc pay if you want to. Learn about salaries, pros and cons of working for Capital Analysts, Inc directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 Capital Analysts, Inc employees in database. Find out everything there's to know about Capital Analysts, Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Capital Analysts, Inc Employees
Employee
Years
Job
Industry
Tony Strotman Tony Strotman's Capital Analysts, Inc Experience September 2010 - March 2012
Job Senior Examiner
Industry Financial Services
Experience
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
LPL Financial June 2013 - Present
IFS Financial Services March 2012 - June 2013
Capital Analysts Inc September 2010 - March 2012
Capital Analysts Incorporated July 2008 - September 2010
Fidelity Investments July 2007 - July 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments July 2003 - July 2005
Education
Xavier University 2007 — 2008
Certificate, Certified Financial Planning (CFP)
University of Dayton 1999 — 2003
BSBA, International Business, Spanish
Cincinnati Elder 1995 — 1999
HS Diploma
Priscilla Bailey Priscilla Bailey's Capital Analysts, Inc Experience 1998 - 2006
Job Investment Professional
Industry Investment Management
Experience
Charles Schwab October 2011 - Present
Wescott Financial Advisory Group June 2006 - January 2009
Capital Analysts Inc 1998 - 2006
Skills
Mutual Funds, Investment Research, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Asset Managment
Education
Villanova University 2004 — 2006
MBA, Finance & Economics
Eastern University 1998 — 2003
Undegraduate, Finance & Economics
Charles Schwab October 2011 - Present
Wescott Financial Advisory Group June 2006 - January 2009
Capital Analysts Inc 1998 - 2006
Skills
Mutual Funds, Investment Research, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Asset Managment
Education
Villanova University 2004 — 2006
MBA, Finance & Economics
Eastern University 1998 — 2003
Undegraduate, Finance & Economics
F. Andrew Moran F. Andrew Moran's Capital Analysts, Inc Experience 1978 - 1984
Job Managing Director, The Newport Group
Industry Financial Services
Experience
The Newport Group August 1984 - Present
Capital Analysts Inc. 1978 - 1984
Skills
401k, Defined Benefit, Retirement, Series 63, Retirement Planning, ERISA, Pensions, Series 7, Asset Allocation, FINRA, Strategic Financial..., Investment Advisory, Financial Services, Asset Management, Investments, Financial Planning
Education
Jacksonville University 1974 — 1978
BS, Business Managment
The Newport Group August 1984 - Present
Capital Analysts Inc. 1978 - 1984
Skills
401k, Defined Benefit, Retirement, Series 63, Retirement Planning, ERISA, Pensions, Series 7, Asset Allocation, FINRA, Strategic Financial..., Investment Advisory, Financial Services, Asset Management, Investments, Financial Planning
Education
Jacksonville University 1974 — 1978
BS, Business Managment
Bob Cogan Bob Cogan's Capital Analysts, Inc Experience February 1989 - April 2011
Job Assisting talented financial advisors grow their profits and retire sucessfully
Industry Management Consulting
Experience
StrategyB4Tactics July 2013 - Present
Lincoln Investment Planning 2012 - Present
Profit Planning Consulting May 2010 - Present
Capital Analysts Inc February 1989 - April 2011
Capital Analysts Inc January 1987 - January 1989
Skills
Mangament Consulting, Profit Improvement, Small Business..., Business Development, Strategic Planning, Management Consulting, Negotiation, Public Speaking, Executive Management, Start-ups, Marketing, Training, Coaching, Team Building, Project Management, Small Business, Business Strategy, Marketing Strategy, Profit Maximization, New Business Development, Change Management, Executive Coaching, Leadership Development, Mergers, Management, Business Planning, Organizational..., Leadership, Program Management, Consulting, Strategy, Risk Management, Entrepreneurship, Nonprofits, Budgets, Process Improvement, Sales Management, Cross-functional Team...
Education
Michigan State University 1969 — 1971
MA, Education
Oakland University 1965 — 1969
BA, Psychology
Lane Tech
StrategyB4Tactics July 2013 - Present
Lincoln Investment Planning 2012 - Present
Profit Planning Consulting May 2010 - Present
Capital Analysts Inc February 1989 - April 2011
Capital Analysts Inc January 1987 - January 1989
Skills
Mangament Consulting, Profit Improvement, Small Business..., Business Development, Strategic Planning, Management Consulting, Negotiation, Public Speaking, Executive Management, Start-ups, Marketing, Training, Coaching, Team Building, Project Management, Small Business, Business Strategy, Marketing Strategy, Profit Maximization, New Business Development, Change Management, Executive Coaching, Leadership Development, Mergers, Management, Business Planning, Organizational..., Leadership, Program Management, Consulting, Strategy, Risk Management, Entrepreneurship, Nonprofits, Budgets, Process Improvement, Sales Management, Cross-functional Team...
Education
Michigan State University 1969 — 1971
MA, Education
Oakland University 1965 — 1969
BA, Psychology
Lane Tech
Bryan Crow's Capital Analysts, Inc Experience March 1987 - July 1987
Job Regional Director of Business Development at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care January 2015 - Present
Fresenius Medical Care March 2013 - January 2015
Honey Badger Enterprises June 2011 - March 2013
GlaxoSmithKline January 2009 - May 2010
GlaxoSmithKline March 2004 - December 2008
GSK June 2002 - March 2004
GSK July 1992 - June 2002
ICI AMERICAS, INC January 1991 - July 1992
ICI AMERICAS July 1987 - December 1990
CAPITAL ANALYSTS, INC March 1987 - July 1987
Skills
New Business Development, Team Leadership, Building Relationships, Sales Management, Hospital Sales, Allergy, Infectious Diseases, Recruiting, Selling Skills, Gastroenterology, Rheumatology, Pharmaceutical Sales, Pharmaceutical Industry, Oncology, Neurology, Pulmonology, Psychiatry, Urology, Operations Management, Business Analysis, Leadership Development, Performance Management, Anesthesia, Pulmonary Diseases, Team Building, Acute Care, Business Development, Healthcare, Dermatology, Cardiology, Leadership, Selling, Respiration, Managed Care, Sales Effectiveness, Product Launch, Hospitals, Sales
Education
Louisiana State University 1983 — 1984
BA, Psychology
Vestavia High School 1975 — 1979
Fresenius Medical Care January 2015 - Present
Fresenius Medical Care March 2013 - January 2015
Honey Badger Enterprises June 2011 - March 2013
GlaxoSmithKline January 2009 - May 2010
GlaxoSmithKline March 2004 - December 2008
GSK June 2002 - March 2004
GSK July 1992 - June 2002
ICI AMERICAS, INC January 1991 - July 1992
ICI AMERICAS July 1987 - December 1990
CAPITAL ANALYSTS, INC March 1987 - July 1987
Skills
New Business Development, Team Leadership, Building Relationships, Sales Management, Hospital Sales, Allergy, Infectious Diseases, Recruiting, Selling Skills, Gastroenterology, Rheumatology, Pharmaceutical Sales, Pharmaceutical Industry, Oncology, Neurology, Pulmonology, Psychiatry, Urology, Operations Management, Business Analysis, Leadership Development, Performance Management, Anesthesia, Pulmonary Diseases, Team Building, Acute Care, Business Development, Healthcare, Dermatology, Cardiology, Leadership, Selling, Respiration, Managed Care, Sales Effectiveness, Product Launch, Hospitals, Sales
Education
Louisiana State University 1983 — 1984
BA, Psychology
Vestavia High School 1975 — 1979
Maryann Vassalotti's Capital Analysts, Inc Experience 1994 - 1997
Job Director, Compliance Exams, Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Penn Mutual March 2013 - Present
Fulcrum Securities LLC 2010 - March 2013
Janney Montgomery Scott LLC November 2000 - September 2010
1717 Capital Management Company/Provident Mutual 1997 - 2000
Capital Analysts Inc 1994 - 1997
Skills
FINRA, Series 7, Securities, Series 24, Mutual Funds, Series 9, Series 10, Series 63, Retirement, Portfolio Management
Education
Saint Joseph's University 1974 — 1978
BS - Financial Management, Finance
Saint Joseph's University
BS - Financial Management, Finance, General
Ruth Peprah's Capital Analysts, Inc Experience August 2007 - July 2009
Job Relationship Manager/Registered Securities Principal, Capital Analyst
Industry Financial Services
Experience
Capital Analysts, Inc August 2007 - July 2009
Fidelity Brokerage Services LLC February 2005 - August 2007
Lehman Brothers Incorporated September 2000 - November 2002
Morgan Stanley Dean Witter, 5 World Trade Center October 1999 - September 2000
Education
Stony Brook University 1997 — 1999
Bachelor of Arts, Liberal Arts
Capital Analysts, Inc August 2007 - July 2009
Fidelity Brokerage Services LLC February 2005 - August 2007
Lehman Brothers Incorporated September 2000 - November 2002
Morgan Stanley Dean Witter, 5 World Trade Center October 1999 - September 2000
Education
Stony Brook University 1997 — 1999
Bachelor of Arts, Liberal Arts
James Eddy's Capital Analysts, Inc Experience May 2007 - June 2012
Job DirectorBrokerage PSF/Capitas
Industry Insurance
Experience
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Jason Laird's Capital Analysts, Inc Experience February 2004 - June 2006
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
Capital Analysts Inc./ Lincoln Investment Planning June 2006 - July 2013
Capital Analysts Inc February 2004 - June 2006
American Express Financial Advisors November 2002 - January 2004
Skills
FINRA Arbitrator, FINRA Series 7, FINRA Series 24, Wealth Management, Investment Advisory, Asset Allocation, Series 24, Series 7, Alternative Investments, Investments, Equities, Trading Strategies
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration/Management
BlackRock July 2013 - Present
Capital Analysts Inc./ Lincoln Investment Planning June 2006 - July 2013
Capital Analysts Inc February 2004 - June 2006
American Express Financial Advisors November 2002 - January 2004
Skills
FINRA Arbitrator, FINRA Series 7, FINRA Series 24, Wealth Management, Investment Advisory, Asset Allocation, Series 24, Series 7, Alternative Investments, Investments, Equities, Trading Strategies
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Business Administration/Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY