Capital Asset Management
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Capital Asset Management Employees
Employee
Years
Job
Industry
Rachel Ketchie Rachel Ketchie's Capital Asset Management Experience September 2010 - November 2010
Job Manager at Sean M. Hugo, CPA, PC
Industry Accounting
Experience
Sean M. Hugo, CPA, PC May 2014 - Present
Sean M. Hugo, CPA, PC August 2011 - April 2014
Capital Asset Management September 2010 - November 2010
Frontier State Bank July 2001 - December 2007
Skills
Microsoft Word, Microsoft Office, QuickBooks, General Ledger, Microsoft Excel, Spreadsheets, Drake Tax Software, Peachtree, Accounting, Bookkeeping, Banking, Payroll, Financial Statements
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science; 2010, Accounting
University of Oklahoma 2004 — 2007
Bachelor of Science, Accounting
Sean M. Hugo, CPA, PC May 2014 - Present
Sean M. Hugo, CPA, PC August 2011 - April 2014
Capital Asset Management September 2010 - November 2010
Frontier State Bank July 2001 - December 2007
Skills
Microsoft Word, Microsoft Office, QuickBooks, General Ledger, Microsoft Excel, Spreadsheets, Drake Tax Software, Peachtree, Accounting, Bookkeeping, Banking, Payroll, Financial Statements
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science; 2010, Accounting
University of Oklahoma 2004 — 2007
Bachelor of Science, Accounting
Oscar Aponte Oscar Aponte's Capital Asset Management Experience January 2004 - August 2006
Job Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2008 - Present
Crownegate Consulting August 2006 - August 2008
Capital Asset Management January 2004 - August 2006
Education
American Hotel & Lodging Association 2003 — 2005
CHA
Universidad de Oriente (VE) 1998 — 2002
B.A
Farmers Insurance March 2008 - Present
Crownegate Consulting August 2006 - August 2008
Capital Asset Management January 2004 - August 2006
Education
American Hotel & Lodging Association 2003 — 2005
CHA
Universidad de Oriente (VE) 1998 — 2002
B.A
Jason Hersker Jason Hersker's Capital Asset Management Experience July 2009 - Present
Job Director of Sales and Leasing
Industry Real Estate
Experience
Capital Asset Management July 2009 - Present
Capital Asset Management July 2009 - Present
WestStone Communities December 2006 - May 2009
Skills
Real Estate, Leasing, Salesforce.com, Direct Sales, Sales Management, Contract Negotiations, Retail Brokerage, office brokerage
Education
University of Arizona 2001 — 2005
Bachelors, Regional Development
Capital Asset Management July 2009 - Present
Capital Asset Management July 2009 - Present
WestStone Communities December 2006 - May 2009
Skills
Real Estate, Leasing, Salesforce.com, Direct Sales, Sales Management, Contract Negotiations, Retail Brokerage, office brokerage
Education
University of Arizona 2001 — 2005
Bachelors, Regional Development
Allexea Blackwell Allexea Blackwell's Capital Asset Management Experience May 2003 - August 2006
Job Organizational Management
Industry Banking
Experience
JPMorgan Chase May 2012 - October 2012
DVHD, INC (Non Profit) September 2010 - June 2012
Wells Fargo April 2010 - December 2011
DVDH, Inc May 2004 - October 2011
Wachovia/Wells Fargo May 2010 - December 2010
Philadelphia Corporation January 2010 - May 2010
Wilmington Trust/M&T January 2007 - August 2009
Centurion Real Estate LLC 2005 - 2007
Capital Asset Management May 2003 - August 2006
First Union Securities/Wachovia March 2000 - September 2003
Skills
Business Analysis, Portfolio Management, Change Management, Internet Recruiting, Applicant Tracking..., Investments, Financial Analysis, Wealth Management, Asset Managment, Mutual Funds, Recruiting, Strategic Financial..., Technical Recruiting, Insurance, Equities, Banking, Project Management, Talent Acquisition, Credit, Sourcing, Leadership, Management, Coaching, Process Improvement, SDLC
Education
Wilmington University 2011 — 2012
Master of Science (M.S.), Organizational Leadership, 3.0
Wilmington University Organizational Leadership 2010 — 2011
Bachelor of Science (BS), Organizational Management, 3
Delaware Technical Community College 1995 — 1997
Allied, Health Science PMP/Project Management
Johnson C. Smith University - JCSU 1981 — 1986
Bachelor of Science, Computer Science
JPMorgan Chase May 2012 - October 2012
DVHD, INC (Non Profit) September 2010 - June 2012
Wells Fargo April 2010 - December 2011
DVDH, Inc May 2004 - October 2011
Wachovia/Wells Fargo May 2010 - December 2010
Philadelphia Corporation January 2010 - May 2010
Wilmington Trust/M&T January 2007 - August 2009
Centurion Real Estate LLC 2005 - 2007
Capital Asset Management May 2003 - August 2006
First Union Securities/Wachovia March 2000 - September 2003
Skills
Business Analysis, Portfolio Management, Change Management, Internet Recruiting, Applicant Tracking..., Investments, Financial Analysis, Wealth Management, Asset Managment, Mutual Funds, Recruiting, Strategic Financial..., Technical Recruiting, Insurance, Equities, Banking, Project Management, Talent Acquisition, Credit, Sourcing, Leadership, Management, Coaching, Process Improvement, SDLC
Education
Wilmington University 2011 — 2012
Master of Science (M.S.), Organizational Leadership, 3.0
Wilmington University Organizational Leadership 2010 — 2011
Bachelor of Science (BS), Organizational Management, 3
Delaware Technical Community College 1995 — 1997
Allied, Health Science PMP/Project Management
Johnson C. Smith University - JCSU 1981 — 1986
Bachelor of Science, Computer Science
Jorge Redhead, CPA Jorge Redhead, CPA's Capital Asset Management Experience June 2001 - June 2003
Job Senior Manager at Ernst & Young M&A practice
Industry Financial Services
Experience
Ernst & Young January 2007 - Present
Juntos Regalando Sonrisas (non-for-profit) August 2012 - Present
Ernst & Young May 2003 - December 2006
Capital Asset Management June 2001 - June 2003
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Accounting, Auditing, Due Diligence, GAAP, Financial Modeling, Big 4, External Audit, Sarbanes-Oxley, IFRS, Mergers, Private Equity, Financial Statements, Strategy, CPA, Acquisition Integration
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Master in Accountancy, Accounting and Finance
St. Mary's University 2000 — 2003
Bachelor of Business and Administration, Accounting and Business/Management
Ernst & Young January 2007 - Present
Juntos Regalando Sonrisas (non-for-profit) August 2012 - Present
Ernst & Young May 2003 - December 2006
Capital Asset Management June 2001 - June 2003
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Financial Reporting, Accounting, Auditing, Due Diligence, GAAP, Financial Modeling, Big 4, External Audit, Sarbanes-Oxley, IFRS, Mergers, Private Equity, Financial Statements, Strategy, CPA, Acquisition Integration
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Master in Accountancy, Accounting and Finance
St. Mary's University 2000 — 2003
Bachelor of Business and Administration, Accounting and Business/Management
Richard Mhango, CPA, ACMA, CGMA's Capital Asset Management Experience 2007 - 2008
Job Senior Investment & Strategic Finance Professional
Industry Financial Services
Experience
Griffith University July 2013 - Present
Study/International Travel Break January 2013 - June 2013
RACQ Insurance May 2011 - December 2012
James Cook University 2009 - 2011
Tabcorp October 2008 - January 2009
Capital Asset Management 2007 - 2008
African Alliance International 2005 - 2007
Time Projects Botswana 2003 - 2005
4Site Holdings June 1999 - December 2001
Skills
IPO, Financial Advisory, Start-ups, Risk Assessment, Financial Analysis, Financial Modeling, Management Accounting, Business Valuation, Business Strategy, Analysis, Capital Budgeting, Equity Research, Economics, Equity Valuation, Financial Research, Information Systems, Activity Based Costing, Financial Strategy, Activity Based..., Accounting, Corporate Finance, Valuation, Financial Reporting, Risk Management, CIMA, CGMA, Portfolio Management, Business Analysis, Forecasting, Strategy, Project Finance, Internal Audit, Finance
Education
CPA Australia
CPA
Chartered Institute of Management Accountants (CIMA(UK))
ACMA
CFA Institute
University of Botswana
B.Com (Accounting)
Griffith University July 2013 - Present
Study/International Travel Break January 2013 - June 2013
RACQ Insurance May 2011 - December 2012
James Cook University 2009 - 2011
Tabcorp October 2008 - January 2009
Capital Asset Management 2007 - 2008
African Alliance International 2005 - 2007
Time Projects Botswana 2003 - 2005
4Site Holdings June 1999 - December 2001
Skills
IPO, Financial Advisory, Start-ups, Risk Assessment, Financial Analysis, Financial Modeling, Management Accounting, Business Valuation, Business Strategy, Analysis, Capital Budgeting, Equity Research, Economics, Equity Valuation, Financial Research, Information Systems, Activity Based Costing, Financial Strategy, Activity Based..., Accounting, Corporate Finance, Valuation, Financial Reporting, Risk Management, CIMA, CGMA, Portfolio Management, Business Analysis, Forecasting, Strategy, Project Finance, Internal Audit, Finance
Education
CPA Australia
CPA
Chartered Institute of Management Accountants (CIMA(UK))
ACMA
CFA Institute
University of Botswana
B.Com (Accounting)
Jennifer Goralski's Capital Asset Management Experience 2006 - 2015
Job Senior Vice President, Loan Originations at Colony American Finance
Industry Real Estate
Experience
Colony American Finance 2015 - Present
The Risk Management Association 2005 - Present
Capital Asset Management 2006 - 2015
Various Sized Commercial Banks 1995 - 2015
Skills
Formal Credit Training..., Sellers, Loans, Commercial Lending, Commercial Banking, Training, Banking, Credit, Portfolio Management, Finance, Risk Management, Mortgage Lending, Due Diligence, Credit Risk, Financial Services, Financial Risk, Investments, Business Development
Education
Loyola University Chicago School of Law
Michigan State University
University of Southern California
Colony American Finance 2015 - Present
The Risk Management Association 2005 - Present
Capital Asset Management 2006 - 2015
Various Sized Commercial Banks 1995 - 2015
Skills
Formal Credit Training..., Sellers, Loans, Commercial Lending, Commercial Banking, Training, Banking, Credit, Portfolio Management, Finance, Risk Management, Mortgage Lending, Due Diligence, Credit Risk, Financial Services, Financial Risk, Investments, Business Development
Education
Loyola University Chicago School of Law
Michigan State University
University of Southern California
Tina Assa's Capital Asset Management Experience August 2014 - January 2015
Job Sales Representative at Marvell Foods
Industry Investment Banking
Experience
Marvell Foods January 2015 - Present
Capital Asset Management August 2014 - January 2015
Keys Travel December 2013 - June 2014
Core Protection Limited March 2013 - November 2013
Biscayne Marketing December 2012 - March 2013
Rockwell Asset Management December 2010 - September 2012
Fusco Personnel Inc. June 2006 - December 2010
Strategic Resources, Inc. (SRI) August 2005 - December 2005
Central Investigation & Security Services Ltd. (An Associate Company of OCS Group) March 2003 - July 2005
Skills
Microsoft Word, WordPerfect, Word Processing, Internet Explorer, Typing, Office Equipment...
Education
University of Phoenix 2007 — 2009
Bachelor's degree, Administration and Security, 3.4
City University of New York-John Jay College of Criminal Justice 1999 — 2003
Bachelor of Arts (B.A.), Criminal Justice, 3.0
Marvell Foods January 2015 - Present
Capital Asset Management August 2014 - January 2015
Keys Travel December 2013 - June 2014
Core Protection Limited March 2013 - November 2013
Biscayne Marketing December 2012 - March 2013
Rockwell Asset Management December 2010 - September 2012
Fusco Personnel Inc. June 2006 - December 2010
Strategic Resources, Inc. (SRI) August 2005 - December 2005
Central Investigation & Security Services Ltd. (An Associate Company of OCS Group) March 2003 - July 2005
Skills
Microsoft Word, WordPerfect, Word Processing, Internet Explorer, Typing, Office Equipment...
Education
University of Phoenix 2007 — 2009
Bachelor's degree, Administration and Security, 3.4
City University of New York-John Jay College of Criminal Justice 1999 — 2003
Bachelor of Arts (B.A.), Criminal Justice, 3.0
Elysia Niemi's Capital Asset Management Experience January 2007 - January 2009
Job Account Manager at TheMuse.com
Industry Marketing and Advertising
Experience
TheMuse.com September 2015 - Present
The Social Route July 2014 - Present
PURE Energies July 2009 - August 2014
Pinger April 2013 - October 2013
Global Vision International January 2009 - April 2009
Capital Asset Management January 2007 - January 2009
Skills
Event Planning, Community Outreach, Solar Energy, Renewable Energy, Sustainability, Salesforce.com, Microsoft Office, SEO, Analytics, Microsoft SQL Server, Direct Sales, Account management, Social media management, Social Media, Community Management, Business Development, Social Media Advertising, Photovoltaics, Leadership, Energy Efficiency, SMO, Account Management, Typing, Sales
Education
University of Colorado Denver 2004 — 2009
BA, International Studies, Latin American Emphasis
La Trobe University 2004 — 2005
BA, International Studies
TheMuse.com September 2015 - Present
The Social Route July 2014 - Present
PURE Energies July 2009 - August 2014
Pinger April 2013 - October 2013
Global Vision International January 2009 - April 2009
Capital Asset Management January 2007 - January 2009
Skills
Event Planning, Community Outreach, Solar Energy, Renewable Energy, Sustainability, Salesforce.com, Microsoft Office, SEO, Analytics, Microsoft SQL Server, Direct Sales, Account management, Social media management, Social Media, Community Management, Business Development, Social Media Advertising, Photovoltaics, Leadership, Energy Efficiency, SMO, Account Management, Typing, Sales
Education
University of Colorado Denver 2004 — 2009
BA, International Studies, Latin American Emphasis
La Trobe University 2004 — 2005
BA, International Studies
Daniel Laraway's Capital Asset Management Experience January 1997 - Present
Job Financial Advisor, Certified Wealth Strategist at Capital Asset Management
Industry Financial Services
Experience
ADVANTAGE WEALTH MANAGEMENT August 2015 - Present
Capital Asset Management January 1997 - Present
Sonoran Bank NA 2006 - 2012
Financial Securities Groups 1987 - 1997
EF Hutton 1981 - 1987
Skills
Uniform Combined State..., Credit, Relationship Management, Loans, Investments, Mutual Funds, Financial Analysis, Insurance, Marketing, Portfolio Management, Retirement Planning, IRAs, Wealth Management
Education
Thunderbird School of Global Management 1979 — 1981
MBA, Marketing/Finance
Michigan State University 1974 — 1977
BS, Psychology
ADVANTAGE WEALTH MANAGEMENT August 2015 - Present
Capital Asset Management January 1997 - Present
Sonoran Bank NA 2006 - 2012
Financial Securities Groups 1987 - 1997
EF Hutton 1981 - 1987
Skills
Uniform Combined State..., Credit, Relationship Management, Loans, Investments, Mutual Funds, Financial Analysis, Insurance, Marketing, Portfolio Management, Retirement Planning, IRAs, Wealth Management
Education
Thunderbird School of Global Management 1979 — 1981
MBA, Marketing/Finance
Michigan State University 1974 — 1977
BS, Psychology
Aaron Strole's Capital Asset Management Experience February 2009 - Present
Job Managing Partner at Capital Asset Management
Industry Real Estate
Experience
Capital Asset Management February 2009 - Present
Capital Solutions March 2006 - February 2009
IBM Consulting 1999 - 2006
Skills
Business Transformation, Strategy, Management Consulting, Business Process..., Management, IT Strategy, Business Strategy, Program Management, Mergers & Acquisitions, Start-ups, Business Development, Process Improvement, Leadership, Strategic Planning
Education
The University of Texas at Austin 1997 — 1999
MBA, Information Technology
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA, Information Technology
Capital Asset Management February 2009 - Present
Capital Solutions March 2006 - February 2009
IBM Consulting 1999 - 2006
Skills
Business Transformation, Strategy, Management Consulting, Business Process..., Management, IT Strategy, Business Strategy, Program Management, Mergers & Acquisitions, Start-ups, Business Development, Process Improvement, Leadership, Strategic Planning
Education
The University of Texas at Austin 1997 — 1999
MBA, Information Technology
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA, Information Technology
John De Stout Jr.'s Capital Asset Management Experience April 2011 - Present
Job Property Accountant at Capital Asset Management
Industry Financial Services
Experience
Capital Asset Management April 2011 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Finance, Accounting, Investments, Corporate Finance, Access, Customer Service, Bloomberg, Financial Reporting, Portfolio Management, Account Reconciliation, Analysis
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelor's degree, Finance and Financial Management Services
Capital Asset Management April 2011 - Present
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Finance, Accounting, Investments, Corporate Finance, Access, Customer Service, Bloomberg, Financial Reporting, Portfolio Management, Account Reconciliation, Analysis
Education
California State University-Long Beach - College of Business Administration 2004 — 2009
Bachelor's degree, Finance and Financial Management Services
Jake Wagner's Capital Asset Management Experience 2004 - 2006
Job Investment Grade Trader
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2008 - 2012
Capital Asset Management 2004 - 2006
The Hartford 2002 - 2004
Skills
Equity Capital Markets, Retirement, Credit Risk, Derivatives Trading, Asset Based Lending, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Investments
University of Southern California - Marshall School of Business 2000 — 2002
BS, Finance
Bank of America/Merrill Lynch 2008 - 2012
Capital Asset Management 2004 - 2006
The Hartford 2002 - 2004
Skills
Equity Capital Markets, Retirement, Credit Risk, Derivatives Trading, Asset Based Lending, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Investments
University of Southern California - Marshall School of Business 2000 — 2002
BS, Finance
Joseph Llamas's Capital Asset Management Experience 2000 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Capital Asset Management 2000 - 2009
Education
University of Cincinnati 1960 — 1965
BSME, Mechical Engineering
Capital Asset Management 2000 - 2009
Education
University of Cincinnati 1960 — 1965
BSME, Mechical Engineering
Gaurang Prajapati's Capital Asset Management Experience February 2009 - February 2010
Job Account Manager at Blue Oval Car Rental
Industry Financial Services
Experience
Blue Oval Car Rental May 2010 - Present
Capital Asset Management February 2009 - February 2010
Capital asset Management LLC 2008 - 2009
Skills
Equities, Microsoft Excel, Portfolio Management, Financial Analysis, Financial Modeling, Wealth Management, Strategic Financial..., Sales Management, Analytics, Financial Advisory, Business Strategy, Financial Planning
Education
National University 2008 — 2008
Gujarat University
Blue Oval Car Rental May 2010 - Present
Capital Asset Management February 2009 - February 2010
Capital asset Management LLC 2008 - 2009
Skills
Equities, Microsoft Excel, Portfolio Management, Financial Analysis, Financial Modeling, Wealth Management, Strategic Financial..., Sales Management, Analytics, Financial Advisory, Business Strategy, Financial Planning
Education
National University 2008 — 2008
Gujarat University
Connie Francis's Capital Asset Management Experience October 2008 - August 2010
Job Retired!
Industry Financial Services
Experience
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities