Capital Asset Management Group
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Capital Asset Management Group Employees
Edelman Financial Services 2011 - Present
Capital Asset Management Group 2004 - 2011
Skills
Management, Financial Planning, Onboarding, Business Development, Leadership, Operations Management, Practice Management, Project Management, Financial Services, Risk Management, Insurance, Process Improvement, Strategic Planning, Series 7, Series 66, Series 24, Life & Health Insurance...
Education
University of Kentucky 1988 — 1992
Bachelor of Arts (B.A.)
Advanced Energy Economy (AEE) January 2015 - Present
Advanced Energy Economy January 2014 - December 2014
Footprint Free July 2013 - August 2014
University of Notre Dame August 2009 - May 2013
Sean Patrick Maloney for Congress August 2012 - November 2012
Council on Competitiveness June 2012 - August 2012
Capital Asset Management Group July 2011 - August 2011
Grotto Restaurant May 2009 - August 2010
Skills
Research, Social Media, Public Speaking, PowerPoint, Event Planning, Social Networking, Event Management, Social Media Marketing, Public Policy, Editing, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Data Analysis, Spanish, Media Relations, Strategic Planning, Public Relations, Business Strategy, Project Management, Marketing Strategy, Entrepreneurship, Policy, Team Leadership, Teamwork, Sustainability, Environmental Awareness, Renewable Energy, Energy Policy
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance; Minor(s) Mandarin Chinese and Sustainability; Concentration International Business
Georgetown Preparatory School 2005 — 2009
Graduated with Honors, AP Scholar
Capital Asset Management Group October 2000 - Present
Northeast Converters 1998 - 2000
Prudential Securities 1996 - 1998
Skills
Investments, Insurance, Finance, Financial Advisory, Investment Advisory, Asset Management, Retirement Planning, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Equities, Estate Planning, Securities, Strategic Planning, Financial Analysis, Retirement, Asset Managment
Education
The College of Wooster 1987 — 1991
Princeton High School 1985 — 1987
The Hun School 1981 — 1987
Fluent City August 2015 - Present
Booking.com September 2015 - Present
Virgin America February 2014 - Present
The National Society of Collegiate Scholars October 2014 - February 2015
Fairfax County Office of Elections October 2012 - May 2014
National Park Service June 2011 - February 2014
Embassy of the People's Republic of Bangladesh January 2013 - May 2013
Capital Asset Management Group 2009 - 2010
Skills
International Relations, Political Science, Typing, Qualitative Research, Online Research, Public Speaking, Organizational..., Communication Skills, Speech Writing, Report Writing, Text Editing, Memorization, Data Entry, Events Organisation, Event Management, Community Development, Policy Analysis, Grants, Communication, Community Outreach, Nonprofits, Event Planning, Spanish, Microsoft Office, PowerPoint, Research
Education
George Mason University 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Junior
Target August 2015 - Present
Target September 2013 - Present
Target May 2012 - August 2013
Target August 2010 - April 2012
Sam Adams Alliance September 2009 - November 2009
Capital Asset Management Group July 2009 - August 2009
American Legislative Exchange Council June 2008 - August 2008
Rep. Roscoe Bartlett June 2007 - August 2007
Skills
Market Research, Forecasting, Team Leadership, Competitive Analysis, Organization, Analytics, Collaborative Problem..., Thought Leadership, Strategy, Research, Retail, Microsoft Excel, Social Media, Microsoft Office
Education
Northwestern University 2006 — 2010
BA, Political Science, International Studies, Business Minor
Connelly School of the Holy Child 2002 — 2006
Capital Asset Management Group 1982 - Present
Institute for Financial Independence 2008 - Present
Forbes.com 2008 - Present
The Money Myth Busters Radio Show 1580 am WHFS October 2010 - August 2011
Skills
Investments, Estate Planning, Small Business, Strategic Financial..., Financial Services, Financial Advisory, Asset Allocation, Retirement Planning, Investment Advisory, Financial Planners, Alternative Investments, Asset Management, Wealth, Personal Finance, Finance, Public Speaking, Strategic Planning, Portfolio Management, Fixed Annuities, Life Insurance, Wealth Management, Entrepreneurship, Equities, Marketing Strategy, Hedge Funds, Insurance, Asset Managment
Education
University of Maryland College Park 1977 — 1981
B.S., Economics
Capital Asset Management Group June 2007 - July 2012
New York Life August 2005 - May 2007
AXA Advisors, LLC January 2003 - July 2005
FutureCom Global, LLC May 1997 - December 2002
Education
Saint John's University 1991 — 1995
Engility Corporation September 2012 - Present
Systems Made Simple, Inc. June 2011 - September 2012
Capital Asset Management Group December 1999 - June 2011
Skills
Program Management, Project Management, Project Planning, PMP, PMO, Acquisitions, Business Analysis, Financial Analysis, Process Improvement, SDLC, Strategic Planning, Budgets
Education
University of Maryland College Park
BA, Economics
Legg Mason Investment Counsel September 2003 - December 2008
The Advisors group February 1999 - May 2003
Capital Asset Management Group June 1995 - January 1999
Calvert Group January 1994 - May 1995
Education
University of Maryland College Park 1989 — 1992
BS Finance, Finance
British Society of Commerce, England
Advanced Accounting Certificate
London Chamber of Commerce
Intermediate Accounting Certificate
SunTrust Bank July 2013 - Present
Merrill Lynch June 2009 - June 2013
Capital Asset Management Group October 2006 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Finance, Business Development, Strategic Financial..., Investments, Series 7, Wealth Management..., Wealth Management, Investment Strategies, Retirement Planning, Investment Management, Leadership, Equity Trading, Equities, Retirement, Asset Allocation
Education
University of Maryland College Park 2004 — 2008
Economics
Montgomery College 2004 — 2004
Associate of Arts (AA), Business Administration and Management, General
Investment Banking Institute, Washington DC