Capital Choice Financial Group
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Capital Choice Financial Group Employees
Employee
Years
Job
Industry
Stefanie Jenkins Stefanie Jenkins's Capital Choice Financial Group Experience June 2015 - Present
Job Executive Assistant at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group June 2015 - Present
Fit For You Health Club October 2012 - June 2015
Financial Independence Group L.L.C March 2010 - December 2012
Suntiva LLC September 2010 - June 2012
Henderson Global Investors April 2008 - March 2010
Stout Risius Ross January 2007 - April 2008
Raymond James Financial Services February 2005 - December 2006
Skills
Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Office, Product Marketing, Sales, Strategic Planning, Teamwork, Team Building
Education
Michigan State University 2003 — 2007
B.S., Finance
Capital Choice Financial Group June 2015 - Present
Fit For You Health Club October 2012 - June 2015
Financial Independence Group L.L.C March 2010 - December 2012
Suntiva LLC September 2010 - June 2012
Henderson Global Investors April 2008 - March 2010
Stout Risius Ross January 2007 - April 2008
Raymond James Financial Services February 2005 - December 2006
Skills
Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Marketing Communications, Marketing Strategy, Microsoft Excel, Microsoft Office, Product Marketing, Sales, Strategic Planning, Teamwork, Team Building
Education
Michigan State University 2003 — 2007
B.S., Finance
Carlo Echano Carlo Echano's Capital Choice Financial Group Experience February 1999 - June 2005
Job Cargo Customer Service Supervisor
Industry Logistics and Supply Chain
Experience
Southwest Airlines October 2014 - Present
Valech International LLC July 2013 - February 2014
Waterlink Shipping LLC August 2012 - July 2013
DynCorp International April 2010 - August 2012
DynCorp International February 2009 - April 2010
Agility Logistics October 2007 - January 2009
KBR, Inc. December 2006 - September 2007
CarVic Farms and Animal Feeds and Veterinary February 2005 - December 2006
Capital Choice Financial Group February 1999 - June 2005
US Army 1983 - 2003
Skills
Logistics Management, Logistics, Warehousing, Operations Management, Transportation, Warehouse Management, Strategic Planning, Security Clearance, Team Leadership, Supply Chain, Supply, DoD, Procurement, Supply Chain Management, Program Management, Leadership, Inventory Management, Contract Management, Freight, Materials Management, Management, Defense, Army, Project Planning, Quality Assurance, Transportation..., Analysis, Supervisory Skills, Training, Facilities Management, Government Contracting, Process Improvement, Military, Process Scheduler, Project Management, Shipping, Military Logistics, International Logistics, Inventory Control, Proposal Writing, Purchasing, Distribution Center..., Supply Management, Team Management, Team Building, Human Resources, Operational Planning, Freight Forwarding, Supply Chain Operations, Policy
Education
University of Maryland University College 2015 — 2017
Bachelors in Cybersecurity, Information Technology
Central Texas College 1995 — 2015
Associates Degree, General Education, 4.0
Southwest Airlines October 2014 - Present
Valech International LLC July 2013 - February 2014
Waterlink Shipping LLC August 2012 - July 2013
DynCorp International April 2010 - August 2012
DynCorp International February 2009 - April 2010
Agility Logistics October 2007 - January 2009
KBR, Inc. December 2006 - September 2007
CarVic Farms and Animal Feeds and Veterinary February 2005 - December 2006
Capital Choice Financial Group February 1999 - June 2005
US Army 1983 - 2003
Skills
Logistics Management, Logistics, Warehousing, Operations Management, Transportation, Warehouse Management, Strategic Planning, Security Clearance, Team Leadership, Supply Chain, Supply, DoD, Procurement, Supply Chain Management, Program Management, Leadership, Inventory Management, Contract Management, Freight, Materials Management, Management, Defense, Army, Project Planning, Quality Assurance, Transportation..., Analysis, Supervisory Skills, Training, Facilities Management, Government Contracting, Process Improvement, Military, Process Scheduler, Project Management, Shipping, Military Logistics, International Logistics, Inventory Control, Proposal Writing, Purchasing, Distribution Center..., Supply Management, Team Management, Team Building, Human Resources, Operational Planning, Freight Forwarding, Supply Chain Operations, Policy
Education
University of Maryland University College 2015 — 2017
Bachelors in Cybersecurity, Information Technology
Central Texas College 1995 — 2015
Associates Degree, General Education, 4.0
Kyla Lynch Kyla Lynch's Capital Choice Financial Group Experience July 2014 - Present
Job at
Industry Marketing and Advertising
Experience
Capital Choice Financial Group July 2014 - Present
Rydell Holdings November 2013 - July 2014
855bugs.com May 2013 - November 2013
Consumer Directive Services November 2012 - May 2013
Tarleton State University May 2012 - January 2013
George's Restaurant & Catering October 2010 - January 2012
Texas Roadhouse August 2008 - December 2010
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Data Analysis, Agriculture, Sales, Marketing, Team Building, Leadership, Management, Training
Education
Tarleton State University 2013 — 2014
Master of Science (M.S.), Management and Leadership
Tarleton State University 2011 — 2013
Bachelor of Science (B.S.), Agricultural Economics, 3.5
Capital Choice Financial Group July 2014 - Present
Rydell Holdings November 2013 - July 2014
855bugs.com May 2013 - November 2013
Consumer Directive Services November 2012 - May 2013
Tarleton State University May 2012 - January 2013
George's Restaurant & Catering October 2010 - January 2012
Texas Roadhouse August 2008 - December 2010
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Data Analysis, Agriculture, Sales, Marketing, Team Building, Leadership, Management, Training
Education
Tarleton State University 2013 — 2014
Master of Science (M.S.), Management and Leadership
Tarleton State University 2011 — 2013
Bachelor of Science (B.S.), Agricultural Economics, 3.5
Bonnie Jean Quirante Bonnie Jean Quirante's Capital Choice Financial Group Experience September 2007 - September 2009
Job Wor(l)d Global Network
Industry Renewables & Environment
Experience
WOR(l)D GN April 2015 - Present
Hegemon Group International January 2015 - Present
Renua Medical June 2012 - March 2014
Max International March 2009 - May 2012
Capital Choice Financial Group September 2007 - September 2009
Skills
Sales, Public Speaking, Strategic Planning, Marketing, Coaching, Sales Management, Training, New Business Development
Education
Mindanao State University 1976 — 1981
Bachelor of Science (B.S.), Inland Fisheries
East Visayan Academy 1975 — 1976
High School, Graduate
WOR(l)D GN April 2015 - Present
Hegemon Group International January 2015 - Present
Renua Medical June 2012 - March 2014
Max International March 2009 - May 2012
Capital Choice Financial Group September 2007 - September 2009
Skills
Sales, Public Speaking, Strategic Planning, Marketing, Coaching, Sales Management, Training, New Business Development
Education
Mindanao State University 1976 — 1981
Bachelor of Science (B.S.), Inland Fisheries
East Visayan Academy 1975 — 1976
High School, Graduate
Tod D. Houston Tod D. Houston's Capital Choice Financial Group Experience February 2013 - Present
Job Tri Cities Financial Services, Endorsed Local Provider Dave Ramsey
Industry Financial Services
Experience
Capital Choice Financial Group February 2013 - Present
Houston's Unlimited Inc May 2003 - Present
Genworth Financial October 2005 - October 2011
Genworth Financial January 2002 - October 2005
Skills
Leadership Development, Marketing Communications, Visionary, Term Life Insurance, Retirement Planning, Long-term Care, Retirement, Fixed Annuities, Series 6, IRAs, Variable Annuities, Insurance, Wealth, Strategic Financial..., Series 63, Long Term Care Insurance, Life Insurance, Disability Insurance, Series 65, Mutual Funds, Investments, 401k, Financial Planners, Series 7, Financial Advisory, College Savings Plans, Financial Education, Investment Strategies, Wealth Accumulation, Small Business, Mortgage Lending, Personal Finance, Roth IRA, Estate Planning, Wealth Management, Investment Advisory, Health Insurance, Financial Services, Securities, 401k Rollovers, Universal Life, Asset Management, Employee Benefits
Education
Multnomah Bible College 1993 — 1999
BS, Biblical Studies, Pastoral Ministry, Intercultural Studies
Capital Choice Financial Group February 2013 - Present
Houston's Unlimited Inc May 2003 - Present
Genworth Financial October 2005 - October 2011
Genworth Financial January 2002 - October 2005
Skills
Leadership Development, Marketing Communications, Visionary, Term Life Insurance, Retirement Planning, Long-term Care, Retirement, Fixed Annuities, Series 6, IRAs, Variable Annuities, Insurance, Wealth, Strategic Financial..., Series 63, Long Term Care Insurance, Life Insurance, Disability Insurance, Series 65, Mutual Funds, Investments, 401k, Financial Planners, Series 7, Financial Advisory, College Savings Plans, Financial Education, Investment Strategies, Wealth Accumulation, Small Business, Mortgage Lending, Personal Finance, Roth IRA, Estate Planning, Wealth Management, Investment Advisory, Health Insurance, Financial Services, Securities, 401k Rollovers, Universal Life, Asset Management, Employee Benefits
Education
Multnomah Bible College 1993 — 1999
BS, Biblical Studies, Pastoral Ministry, Intercultural Studies
Tina Katenkamp Tina Katenkamp's Capital Choice Financial Group Experience September 1999 - April 2004
Job Private Client Banker, JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
JPMorgan Chase & Co. September 2009 - September 2013
PNC November 2007 - July 2009
JPMorgan Chase & Co. May 2004 - July 2007
Sibcy Cline Realtors June 2002 - April 2004
Capital Choice Financial Group September 1999 - April 2004
Antelope Valley Press 1998 - 2000
Korn/Ferry International 1997 - 1998
Education
UCLA 1989 — 1992
Bachelor of Arts (B.A.), English
JPMorgan Chase September 2013 - Present
JPMorgan Chase & Co. September 2009 - September 2013
PNC November 2007 - July 2009
JPMorgan Chase & Co. May 2004 - July 2007
Sibcy Cline Realtors June 2002 - April 2004
Capital Choice Financial Group September 1999 - April 2004
Antelope Valley Press 1998 - 2000
Korn/Ferry International 1997 - 1998
Education
UCLA 1989 — 1992
Bachelor of Arts (B.A.), English
Janet Garcia Janet Garcia's Capital Choice Financial Group Experience 2006 - 2008
Job Student/ Dissertation Editor
Industry Higher Education
Experience
Wood Dissertation Services April 2014 - Present
Apple January 2014 - Present
Apple Retail November 2011 - April 2014
TNT Fireworks January 2011 - July 2011
Yard House February 2008 - June 2011
YGS Legal Services 2009 - 2011
Capital Choice Financial Group 2006 - 2008
McKinley Elementary and Johnston Elementary September 2005 - May 2006
East Century School January 2005 - February 2005
Skills
Customer Service, Education, Teaching, Administrative..., Office Administration, Communication, Technology, Social Networking, Sales, iLife, iWork, iOS, PowerPoint, Microsoft Word, Bilingual-English/Spanis..., OS X, Management, Research, Social Media
Education
California State University-Dominguez Hills 2006 — 2010
Master of Arts (MA), Humanities/Humanistic Studies
Cal State Fullerton 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, GPA 3.76
California State University-Long Beach
Master of Business Administration (M.B.A.), Human Resources Management and Services
Wood Dissertation Services April 2014 - Present
Apple January 2014 - Present
Apple Retail November 2011 - April 2014
TNT Fireworks January 2011 - July 2011
Yard House February 2008 - June 2011
YGS Legal Services 2009 - 2011
Capital Choice Financial Group 2006 - 2008
McKinley Elementary and Johnston Elementary September 2005 - May 2006
East Century School January 2005 - February 2005
Skills
Customer Service, Education, Teaching, Administrative..., Office Administration, Communication, Technology, Social Networking, Sales, iLife, iWork, iOS, PowerPoint, Microsoft Word, Bilingual-English/Spanis..., OS X, Management, Research, Social Media
Education
California State University-Dominguez Hills 2006 — 2010
Master of Arts (MA), Humanities/Humanistic Studies
Cal State Fullerton 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, GPA 3.76
California State University-Long Beach
Master of Business Administration (M.B.A.), Human Resources Management and Services
Joseph Mezatis Joseph Mezatis's Capital Choice Financial Group Experience November 2010 - Present
Job Financial Services Dave Ramsey's Endorsed Local Provider
Industry Financial Services
Experience
Capital Choice Financial Group November 2010 - Present
Capital Choice Financial Group January 2000 - Present
United States Air Force May 2003 - March 2009
United States Air Force March 2000 - May 2005
United States Air Force March 1998 - March 2000
Skills
Financial Services, Fixed Annuities, Term Life Insurance, Sales, Team Building, Customer Service, Direct Sales, Employee Benefits, Insurance, IRAs, Retirement Planning, Financial Advisory, Portfolio Management, Budgets, Life Insurance, Finance, Mutual Funds, Investments, Marketing, Retirement
Education
University of Phoenix-Las Vegas Campus 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
Wayland Baptist University
Bachelors of Science, Management
Capital Choice Financial Group November 2010 - Present
Capital Choice Financial Group January 2000 - Present
United States Air Force May 2003 - March 2009
United States Air Force March 2000 - May 2005
United States Air Force March 1998 - March 2000
Skills
Financial Services, Fixed Annuities, Term Life Insurance, Sales, Team Building, Customer Service, Direct Sales, Employee Benefits, Insurance, IRAs, Retirement Planning, Financial Advisory, Portfolio Management, Budgets, Life Insurance, Finance, Mutual Funds, Investments, Marketing, Retirement
Education
University of Phoenix-Las Vegas Campus 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management
Wayland Baptist University
Bachelors of Science, Management
Wes Wimes Wes Wimes's Capital Choice Financial Group Experience June 2010 - Present
Job Owner of Huggy Enterprises
Industry Financial Services
Experience
Capital Choice Financial Group June 2010 - Present
McKesson Health Solutions September 1977 - November 2009
Skills
Customer Relations, Team Building, Insurance, Customer Service, Team Leadership, Sales, Leadership
Education
Westfield State College 1975 — 1977
Bachelor of Science, Elementary Education with Music Minor
Springfield Technical Community College 1973 — 1975
associates of arts, liberal arts
High School of Commerce Springfield, MA 1970 — 1973
HSD, college prep
Capital Choice Financial Group June 2010 - Present
McKesson Health Solutions September 1977 - November 2009
Skills
Customer Relations, Team Building, Insurance, Customer Service, Team Leadership, Sales, Leadership
Education
Westfield State College 1975 — 1977
Bachelor of Science, Elementary Education with Music Minor
Springfield Technical Community College 1973 — 1975
associates of arts, liberal arts
High School of Commerce Springfield, MA 1970 — 1973
HSD, college prep
Emrick Ensey II Emrick Ensey II's Capital Choice Financial Group Experience August 2011 - August 2012
Job Tax Consultant at Paradigm National Consultants LP DBA Paradigm Partners
Industry Marketing and Advertising
Experience
Paradigm National Consultants LP DBA Paradigm Partners October 2010 - Present
Marketing and Sales Specialists June 2010 - Present
Capital Choice Financial Group August 2011 - August 2012
Capital Choice Financial August 2010 - August 2011
TK Sales August 2009 - May 2010
Skills
Account Management, Business Development, Business Planning, Customer Service, Contract Negotiation, Insurance, Strategic Planning, Fixed Annuities, Marketing, Team Leadership, Sales, Microsoft Office, Negotiation, Sales Management, PowerPoint, Team Building, Marketing Strategy
Education
University of Phoenix 2009 — 2012
Marketing/Business Management, Business, Management, Marketing, and Related Support Services
Paradigm National Consultants LP DBA Paradigm Partners October 2010 - Present
Marketing and Sales Specialists June 2010 - Present
Capital Choice Financial Group August 2011 - August 2012
Capital Choice Financial August 2010 - August 2011
TK Sales August 2009 - May 2010
Skills
Account Management, Business Development, Business Planning, Customer Service, Contract Negotiation, Insurance, Strategic Planning, Fixed Annuities, Marketing, Team Leadership, Sales, Microsoft Office, Negotiation, Sales Management, PowerPoint, Team Building, Marketing Strategy
Education
University of Phoenix 2009 — 2012
Marketing/Business Management, Business, Management, Marketing, and Related Support Services
Dolores Rivera's Capital Choice Financial Group Experience October 2014 - Present
Job Student at Seminole Community College
Industry Accounting
Experience
Capital Choice Financial Group October 2014 - Present
Skills
Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Event Management, Sales, Management, Budgets
Education
Seminole Community College 2008 — 2011
Associate of Science (A.S.), Accounting Technology
Saint Augustine’s University 1984 — 1989
Bachelor of Science (B.S.), Business Education
Capital Choice Financial Group October 2014 - Present
Skills
Microsoft Office, Accounting, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Event Management, Sales, Management, Budgets
Education
Seminole Community College 2008 — 2011
Associate of Science (A.S.), Accounting Technology
Saint Augustine’s University 1984 — 1989
Bachelor of Science (B.S.), Business Education
Patricia Cornell Patricia Cornell's Capital Choice Financial Group Experience December 2014 - Present
Job Financial Consultant / Dave Ramsey's Coordinator
Industry Financial Services
Experience
Capital Choice Financial Group December 2014 - Present
Primerica December 2013 - December 2014
Holy Family Hospital 2006 - 2013
Material Recovery Inc. 2005 - 2006
US Bank 2001 - 2003
Skills
Sales, Insurance, Banking, Term Life Insurance, Financial Analysis, Long Term Care Insurance, Debt Management, Bad Debt, Debt Restructuring, Debt Settlement, Identity Theft, Legal Protection, Debt Consolidation, Management, Interviews, Customer Service, Payroll, Accounts Payable, Accounts Receivable, Invoicing, Recruiting, Medical Records, Office Administration, QuickBooks, Customer Service..., Call Centers, Call Routing, Microsoft Office, Microsoft Excel, Microsoft Word, Meditech, Wordperfect
Education
Bryant and Stratton College-Milwaukee 2005 — 2006
Life Licensed through Primerica, Medical Office Management/Administration, 4.0
Cardinal Stritch University 2005 — 2005
Certificate, Medical Billing and Coding
Capital Choice Financial Group December 2014 - Present
Primerica December 2013 - December 2014
Holy Family Hospital 2006 - 2013
Material Recovery Inc. 2005 - 2006
US Bank 2001 - 2003
Skills
Sales, Insurance, Banking, Term Life Insurance, Financial Analysis, Long Term Care Insurance, Debt Management, Bad Debt, Debt Restructuring, Debt Settlement, Identity Theft, Legal Protection, Debt Consolidation, Management, Interviews, Customer Service, Payroll, Accounts Payable, Accounts Receivable, Invoicing, Recruiting, Medical Records, Office Administration, QuickBooks, Customer Service..., Call Centers, Call Routing, Microsoft Office, Microsoft Excel, Microsoft Word, Meditech, Wordperfect
Education
Bryant and Stratton College-Milwaukee 2005 — 2006
Life Licensed through Primerica, Medical Office Management/Administration, 4.0
Cardinal Stritch University 2005 — 2005
Certificate, Medical Billing and Coding
Alejandra Lexie Navarro's Capital Choice Financial Group Experience March 2007 - Present
Job “Entrepreneur of Destiny” Helping Individuals and Families reach their financial goals strategically.
Industry Financial Services
Experience
Capital Choice Financial Group March 2007 - Present
Express Employment Professionals - Garland, Texas January 2013 - October 2013
Serpro Logistics 2012 - 2013
Harper Mail Service November 2010 - April 2012
MidFirst Bank January 2006 - March 2007
Skills
Business Development, Recruiting, New Business Development, Account Management, Technical Recruiting, Customer Service, Contract Recruitment, Temporary Staffing, Human Resources, Leadership, Training, Coaching, Team Building, Strategic Planning, Social Networking, Strategy, Small Business, Marketing
Education
Oklahoma Christian University 2002 — 2004
Master's in Business Administration, Engineering and Technology
The University of Texas at Dallas 1998 — 2000
Bachelor's of Arts, Sociology
Capital Choice Financial Group March 2007 - Present
Express Employment Professionals - Garland, Texas January 2013 - October 2013
Serpro Logistics 2012 - 2013
Harper Mail Service November 2010 - April 2012
MidFirst Bank January 2006 - March 2007
Skills
Business Development, Recruiting, New Business Development, Account Management, Technical Recruiting, Customer Service, Contract Recruitment, Temporary Staffing, Human Resources, Leadership, Training, Coaching, Team Building, Strategic Planning, Social Networking, Strategy, Small Business, Marketing
Education
Oklahoma Christian University 2002 — 2004
Master's in Business Administration, Engineering and Technology
The University of Texas at Dallas 1998 — 2000
Bachelor's of Arts, Sociology
Dawn Lee Dawn Lee's Capital Choice Financial Group Experience October 2013 - December 2014
Job Financial Services Representative, National Insurance Recruiter, Retirement Planning, dawnlee.biz, virtualcareers.biz
Industry Financial Services
Experience
Virtual Financial Group VFG May 2015 - Present
Capital Choice Financial Group October 2013 - December 2014
John W. Lee, P.C., Attorneys & Counselors at Law June 2007 - December 2014
Freedom Commericial Funding January 2003 - June 2007
Skills
Litigation Support, Bankruptcy, Legal Assistance, Legal Research, Litigation, Legal Writing, Wills, Personal Injury, Trials, Civil Litigation, Courts, Family Law, Criminal Law, Commercial Litigation, Westlaw, Legal Issues, Intellectual Property, Mediation, Personal Injury..., Arbitration, Appeals, Pleadings, Corporate Law, Workers Compensation, Wrongful Death, Torts, Hearings, Government, Trial Practice, Powers of Attorney, Criminal Defense, Domestic Relations, Customer Service, Sales, Leadership, Small Business, Team Building, Insurance, Financial Services, Public Speaking, Estate Planning, Life Insurance, Finance, Contract Negotiation, Marketing, Retirement Planning, Marketing Strategy, Microsoft Office
Education
Abraham Lincoln University School of Law 2009 — 2010
Juris Doctor, Law
Liberty University 1991 — 1995
Bachelor of Science (BS), Pre-Law Studies
Virtual Financial Group VFG May 2015 - Present
Capital Choice Financial Group October 2013 - December 2014
John W. Lee, P.C., Attorneys & Counselors at Law June 2007 - December 2014
Freedom Commericial Funding January 2003 - June 2007
Skills
Litigation Support, Bankruptcy, Legal Assistance, Legal Research, Litigation, Legal Writing, Wills, Personal Injury, Trials, Civil Litigation, Courts, Family Law, Criminal Law, Commercial Litigation, Westlaw, Legal Issues, Intellectual Property, Mediation, Personal Injury..., Arbitration, Appeals, Pleadings, Corporate Law, Workers Compensation, Wrongful Death, Torts, Hearings, Government, Trial Practice, Powers of Attorney, Criminal Defense, Domestic Relations, Customer Service, Sales, Leadership, Small Business, Team Building, Insurance, Financial Services, Public Speaking, Estate Planning, Life Insurance, Finance, Contract Negotiation, Marketing, Retirement Planning, Marketing Strategy, Microsoft Office
Education
Abraham Lincoln University School of Law 2009 — 2010
Juris Doctor, Law
Liberty University 1991 — 1995
Bachelor of Science (BS), Pre-Law Studies
Jason Gauthier Jason Gauthier's Capital Choice Financial Group Experience May 2014 - Present
Job Senior Associate at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group May 2014 - Present
Maine Air National Guard January 2004 - Present
United States Department of Defense September 2008 - Present
Wirepro Inc. August 2005 - April 2008
Skills
Military, Security Clearance, Team Leadership, Analysis, Life Insurance, Variable Annuities, Fixed Annuities, TSP, Long-term Care, Mutual Funds, Management, Telecommunications, Intelligence Analysis, Fiber Optics, Team Management, Government, Training, Process Improvement, Project Management, Research, Report Writing, DoD, Security, Criminal Investigations, Data Systems, Presentations, Oral & Written..., Microsoft Office, Data Analysis, Government Agencies, Independent Financial..., Retirement Planning, College Savings Plans
Education
TUI University 2010 — 2013
Bachelor, Business Administration
Community College of the Air Force 2004 — 2005
Associate's degree, Electronic Systems Technology
Capital Choice Financial Group May 2014 - Present
Maine Air National Guard January 2004 - Present
United States Department of Defense September 2008 - Present
Wirepro Inc. August 2005 - April 2008
Skills
Military, Security Clearance, Team Leadership, Analysis, Life Insurance, Variable Annuities, Fixed Annuities, TSP, Long-term Care, Mutual Funds, Management, Telecommunications, Intelligence Analysis, Fiber Optics, Team Management, Government, Training, Process Improvement, Project Management, Research, Report Writing, DoD, Security, Criminal Investigations, Data Systems, Presentations, Oral & Written..., Microsoft Office, Data Analysis, Government Agencies, Independent Financial..., Retirement Planning, College Savings Plans
Education
TUI University 2010 — 2013
Bachelor, Business Administration
Community College of the Air Force 2004 — 2005
Associate's degree, Electronic Systems Technology
Kathy Stuart Kathy Stuart's Capital Choice Financial Group Experience 2013 - 2013
Job Insurance Professional, Independent Broker
Industry Insurance
Experience
Capital Choice Financial Group 2013 - 2013
Itron 2008 - 2012
American Red Cross July 2008 - December 2011
Itron Employee Emergency Foundation November 2006 - December 2011
Itron, Inc 2003 - 2006
Itron July 1999 - May 2003
Itron 1995 - 2001
Skills
Mergers, Revenue Forecasting, Strategic Planning, Budgeting, Internal Communications, Brand Management, Corporate Philanthropy, Corporate Communications, Website Management, Community Relations, Employee Relations, Company Acquisitions, IT Management, Project Management, Customer Service, Process Improvement, Volunteer Management, Board Governance, Life & Health Insurance..., Philanthropy, Budgets, Strategic Communications, Program Management, Change Management, Product Management, Community Development, Marketing, Business Process..., Project Planning, Leadership, Human Resources, Business Process, Organizational..., CRM, Management, Team Leadership, Retirement Planning, Senior Services, Senior Healthcare, Public Relations, Cross-functional Team..., Corporate Branding, Marketing Communications, Strategic Partnerships, Webmaster Services, Leadership Development, Health Insurance, Long-term Care Insurance, Short-term Care..., Training
Education
Centers for Medicare 2013 — 2014
AZ State Certification for Individual and Small Business Marketplace/Exchanges, Healthcare Reform Act, Completed
Arizona State Insurance Commission 2012 — 2013
Life & Health, Insurance, Licensed
UCLA 2004 — 2004
Certification, Innovation
Spokane Community College 2000 — 2001
Course Study, Sociology
Eastern Washington University 1979 — 1983
BS, Business
Capital Choice Financial Group 2013 - 2013
Itron 2008 - 2012
American Red Cross July 2008 - December 2011
Itron Employee Emergency Foundation November 2006 - December 2011
Itron, Inc 2003 - 2006
Itron July 1999 - May 2003
Itron 1995 - 2001
Skills
Mergers, Revenue Forecasting, Strategic Planning, Budgeting, Internal Communications, Brand Management, Corporate Philanthropy, Corporate Communications, Website Management, Community Relations, Employee Relations, Company Acquisitions, IT Management, Project Management, Customer Service, Process Improvement, Volunteer Management, Board Governance, Life & Health Insurance..., Philanthropy, Budgets, Strategic Communications, Program Management, Change Management, Product Management, Community Development, Marketing, Business Process..., Project Planning, Leadership, Human Resources, Business Process, Organizational..., CRM, Management, Team Leadership, Retirement Planning, Senior Services, Senior Healthcare, Public Relations, Cross-functional Team..., Corporate Branding, Marketing Communications, Strategic Partnerships, Webmaster Services, Leadership Development, Health Insurance, Long-term Care Insurance, Short-term Care..., Training
Education
Centers for Medicare 2013 — 2014
AZ State Certification for Individual and Small Business Marketplace/Exchanges, Healthcare Reform Act, Completed
Arizona State Insurance Commission 2012 — 2013
Life & Health, Insurance, Licensed
UCLA 2004 — 2004
Certification, Innovation
Spokane Community College 2000 — 2001
Course Study, Sociology
Eastern Washington University 1979 — 1983
BS, Business
Brian Morin's Capital Choice Financial Group Experience March 2014 - Present
Job Associate Marketing DirectorCapital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group March 2014 - Present
FairPoint Communications February 1998 - Present
Skills
Customer Service, Research, Strategic Planning, Budgets, Education of adults in..., Team Leadership
Education
University of Maine at Farmington 1994 — 1998
Bachelor of Science (B.S.), Community Health Education/School Health Ski Industries
Capital Choice Financial Group March 2014 - Present
FairPoint Communications February 1998 - Present
Skills
Customer Service, Research, Strategic Planning, Budgets, Education of adults in..., Team Leadership
Education
University of Maine at Farmington 1994 — 1998
Bachelor of Science (B.S.), Community Health Education/School Health Ski Industries
Cassandra Anthony Cassandra Anthony's Capital Choice Financial Group Experience May 2013 - Present
Job Project Accountant & Financial Advisor
Industry Financial Services
Experience
Coastal Community Builders July 2014 - Present
Capital Choice Financial Group May 2013 - Present
H&R Block January 2011 - Present
Rancho Harvest June 2013 - July 2014
Ogden Wealth Management April 2007 - August 2011
Russco Business Furniture Solutions September 2005 - April 2007
New Image Discount Store January 2003 - September 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Customer Service, Data Entry, Leadership, Outlook, Retail, Accounts Receivable, Insurance, Strategic Financial..., Small Business, Finance, Invoicing, Spreadsheets, Account Reconciliation, General Ledger, Payroll, Analysis, Recruiting
Education
Ashford University 2010 — 2012
Bachelor of Arts, Accounting
Kaplan University 2005 — 2007
Associate of Applied Science, Business Administration and Accounting
Coastal Community Builders July 2014 - Present
Capital Choice Financial Group May 2013 - Present
H&R Block January 2011 - Present
Rancho Harvest June 2013 - July 2014
Ogden Wealth Management April 2007 - August 2011
Russco Business Furniture Solutions September 2005 - April 2007
New Image Discount Store January 2003 - September 2005
Skills
Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Microsoft Office, Tax, Microsoft Word, Financial Accounting, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Customer Service, Data Entry, Leadership, Outlook, Retail, Accounts Receivable, Insurance, Strategic Financial..., Small Business, Finance, Invoicing, Spreadsheets, Account Reconciliation, General Ledger, Payroll, Analysis, Recruiting
Education
Ashford University 2010 — 2012
Bachelor of Arts, Accounting
Kaplan University 2005 — 2007
Associate of Applied Science, Business Administration and Accounting
Jeff Allebach Jeff Allebach's Capital Choice Financial Group Experience May 2014 - Present
Job Registered Representative at Capital Choice Financial Group
Industry Electrical/Electronic Manufacturing
Experience
Capital Choice Financial Group May 2014 - Present
Covalent Scientific January 2012 - Present
RSC Equipment Rental 2002 - 2006
Skills
Team Building, Negotiation, New Business Development, Sales Management, Strategic Planning, Business Development, Marketing Strategy, Product Development, Budgets, Business Strategy, Contract Negotiation, Sales, Marketing, Leadership, Public Relations, Human Resources, Strategy, Operations Management, Program Management, Public Speaking, Account Management, Leadership Development, Government, Advertising, Start-ups, Customer Service, Business Planning, Training, Entrepreneurship, Management, Project Management, Project Planning, Team Leadership, B2B
Education
University of Miami 2006 — 2008
MBA, Business Management
Stetson University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Capital Choice Financial Group May 2014 - Present
Covalent Scientific January 2012 - Present
RSC Equipment Rental 2002 - 2006
Skills
Team Building, Negotiation, New Business Development, Sales Management, Strategic Planning, Business Development, Marketing Strategy, Product Development, Budgets, Business Strategy, Contract Negotiation, Sales, Marketing, Leadership, Public Relations, Human Resources, Strategy, Operations Management, Program Management, Public Speaking, Account Management, Leadership Development, Government, Advertising, Start-ups, Customer Service, Business Planning, Training, Entrepreneurship, Management, Project Management, Project Planning, Team Leadership, B2B
Education
University of Miami 2006 — 2008
MBA, Business Management
Stetson University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Ricardo Stallings Jr's Capital Choice Financial Group Experience August 2010 - Present
Job Regional Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group August 2010 - Present
Transamerica Financial Solutions August 2010 - Present
BlueLinx Corporation 2005 - January 2011
Primerica October 2008 - August 2010
ABF Freight System June 2006 - October 2008
Georgia-Pacific LLC February 1997 - 2005
Skills
Retirement Planning, Public Speaking, Insurance, Customer Service, Team Building, Coaching, Annuities, Team Leadership, Mentoring, Financial Analysis, Fixed Annuities, Employee Benefits, Entrepreneurship, Marketing, Leadership, Training, Term Life Insurance, Financial Services, Mutual Funds, Life Insurance, Disability Insurance, Time Management
Education
Kaplan University 2005 — 2008
Agricultural Business and Management
DeVry University 2000 — 2003
Business Administration and Management, General
Capital Choice Financial Group August 2010 - Present
Transamerica Financial Solutions August 2010 - Present
BlueLinx Corporation 2005 - January 2011
Primerica October 2008 - August 2010
ABF Freight System June 2006 - October 2008
Georgia-Pacific LLC February 1997 - 2005
Skills
Retirement Planning, Public Speaking, Insurance, Customer Service, Team Building, Coaching, Annuities, Team Leadership, Mentoring, Financial Analysis, Fixed Annuities, Employee Benefits, Entrepreneurship, Marketing, Leadership, Training, Term Life Insurance, Financial Services, Mutual Funds, Life Insurance, Disability Insurance, Time Management
Education
Kaplan University 2005 — 2008
Agricultural Business and Management
DeVry University 2000 — 2003
Business Administration and Management, General
Robert Slezak Robert Slezak's Capital Choice Financial Group Experience May 2014 - Present
Job Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group May 2014 - Present
RLC Enterprises, LLC February 2010 - Present
Children Of The Nations September 2005 - Present
Skills
Project Management, Team Building, Engineering, Fundraising, Community Outreach, Public Speaking, Non-profits, Strategic Planning, Publicity, Leadership
Education
St. Petersburg College
AA Business
Capital Choice Financial Group May 2014 - Present
RLC Enterprises, LLC February 2010 - Present
Children Of The Nations September 2005 - Present
Skills
Project Management, Team Building, Engineering, Fundraising, Community Outreach, Public Speaking, Non-profits, Strategic Planning, Publicity, Leadership
Education
St. Petersburg College
AA Business
Sal Boenzi, PE's Capital Choice Financial Group Experience May 2002 - Present
Job Senior Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group May 2002 - Present
Dave Ramsey - Lampo Group January 2013 - Present
Psomas September 2005 - December 2013
Bechtel June 1972 - December 1999
Skills
Personal Financial..., Budgeting, Retirement, 401k Rollovers, Term Life Insurance, Customer Service, SEP IRA, Simple IRA, Mutual Funds, Guaranteed Lifetime..., Variable Annuities, College Funding..., Roth IRA, Traditional IRA, 529 Plans, Equity Indexed Annuities, Customer Relations, Construction Management, Contract Management, Construction, Transportation, Concrete, Project Management, Civil Engineering, Proposal Writing, Strategic Planning
Education
California State University-Fullerton 1970 — 1974
BS, Engineering
Capital Choice Financial Group May 2002 - Present
Dave Ramsey - Lampo Group January 2013 - Present
Psomas September 2005 - December 2013
Bechtel June 1972 - December 1999
Skills
Personal Financial..., Budgeting, Retirement, 401k Rollovers, Term Life Insurance, Customer Service, SEP IRA, Simple IRA, Mutual Funds, Guaranteed Lifetime..., Variable Annuities, College Funding..., Roth IRA, Traditional IRA, 529 Plans, Equity Indexed Annuities, Customer Relations, Construction Management, Contract Management, Construction, Transportation, Concrete, Project Management, Civil Engineering, Proposal Writing, Strategic Planning
Education
California State University-Fullerton 1970 — 1974
BS, Engineering
Lucita Zamoras's Capital Choice Financial Group Experience August 2000 - May 2002
Job Specialist in Retirement Planning, Estate Conservation & Custom Insurance Services
Industry Financial Services
Experience
First Fidelity LLC. July 2008 - Present
State Street Brokerage Inc. May 2002 - July 2008
Capital Choice Financial Group August 2000 - May 2002
Quinn Commercial 1995 - 2000
Philippine National Bank 1986 - 1995
Regina Carmeli College 1983 - 1986
Skills
Retirement Planning, Risk Management, Insurance, Financial Risk, Financial Services, Retirement, Investments, Disability Insurance, Tax, Management, Estate Planning, Finance
Education
Philippine School of Business Administration 1983 — 1983
CPA Review
Mindanao State University 1979 — 1983
Bachelors of Science - Business Administration, Accounting
First Fidelity LLC. July 2008 - Present
State Street Brokerage Inc. May 2002 - July 2008
Capital Choice Financial Group August 2000 - May 2002
Quinn Commercial 1995 - 2000
Philippine National Bank 1986 - 1995
Regina Carmeli College 1983 - 1986
Skills
Retirement Planning, Risk Management, Insurance, Financial Risk, Financial Services, Retirement, Investments, Disability Insurance, Tax, Management, Estate Planning, Finance
Education
Philippine School of Business Administration 1983 — 1983
CPA Review
Mindanao State University 1979 — 1983
Bachelors of Science - Business Administration, Accounting
Tina Decardenas Tina Decardenas's Capital Choice Financial Group Experience April 2015 - Present
Job Agent at Capital Choice Financial Group
Industry Management Consulting
Experience
Capital Choice Financial Group April 2015 - Present
YouNique Consulting, Inc. October 2013 - Present
Avon September 2011 - September 2012
Skills
Marketing, Direct Sales, Team Building, Customer Service, Gifts, Event Planning, Sales, Skin Care, Cosmetics, Team Leadership, Small Business, Teamwork, Beauty Industry, Public Speaking, Retail, Microsoft Excel, Home Based Business, Microsoft Word, Sales Management, Term Life Insurance, Retirement Planning, Fixed Annuities, Organization Skills, Networking, Events Coordination, Passionate about work, Leadership, Strategic Planning
Education
Keiser College 2004 — 2005
Associate of Arts (A.A.), Accounting
Spruce Creek High School 1992 — 1996
Capital Choice Financial Group April 2015 - Present
YouNique Consulting, Inc. October 2013 - Present
Avon September 2011 - September 2012
Skills
Marketing, Direct Sales, Team Building, Customer Service, Gifts, Event Planning, Sales, Skin Care, Cosmetics, Team Leadership, Small Business, Teamwork, Beauty Industry, Public Speaking, Retail, Microsoft Excel, Home Based Business, Microsoft Word, Sales Management, Term Life Insurance, Retirement Planning, Fixed Annuities, Organization Skills, Networking, Events Coordination, Passionate about work, Leadership, Strategic Planning
Education
Keiser College 2004 — 2005
Associate of Arts (A.A.), Accounting
Spruce Creek High School 1992 — 1996
Jennifer Fontanilla's Capital Choice Financial Group Experience October 2006 - July 2007
Job ➢ Financial Advisor. Speaker. Author.
Industry Financial Services
Experience
Village of Truth July 2008 - Present
an Independent Brokerage January 2007 - December 2014
Heritage Estate Services January 2007 - December 2014
Capital Choice Financial Group October 2006 - July 2007
Diggydow, Inc. 1999 - 2007
PFS / PFS Investments, Inc. April 2005 - October 2006
Bay Cities 2003 - 2005
Verizon Information Services September 1999 - April 2002
Skills
Retirement Planning, Insurance, Small Business, Annuities, Long Term Care, Term Life Insurance, Public Speaking, Investments, Financial Planning, Mutual Funds, Mentoring, Graphic Design, Fixed Annuities, Retirement, Strategic Financial..., 401k, Time Management, IRAs, Long-term Care, Leadership, Training, Life Insurance, Finance, Program Management, Financial Planners, Entrepreneurship, Nonprofits, Sales, Marketing, Management, Estate Planning, Series 63, Series 6, Securities, Wealth Management, Financial Advisory, Financial Services, CRM, Personal Finance, Variable Annuities, Wealth
Education
University of California, Riverside 1995 — 1998
Bachelor of Arts, Liberal Studies (concentrations in Biology and Art)
Art Center College of Design
Graphic Design
Village of Truth July 2008 - Present
an Independent Brokerage January 2007 - December 2014
Heritage Estate Services January 2007 - December 2014
Capital Choice Financial Group October 2006 - July 2007
Diggydow, Inc. 1999 - 2007
PFS / PFS Investments, Inc. April 2005 - October 2006
Bay Cities 2003 - 2005
Verizon Information Services September 1999 - April 2002
Skills
Retirement Planning, Insurance, Small Business, Annuities, Long Term Care, Term Life Insurance, Public Speaking, Investments, Financial Planning, Mutual Funds, Mentoring, Graphic Design, Fixed Annuities, Retirement, Strategic Financial..., 401k, Time Management, IRAs, Long-term Care, Leadership, Training, Life Insurance, Finance, Program Management, Financial Planners, Entrepreneurship, Nonprofits, Sales, Marketing, Management, Estate Planning, Series 63, Series 6, Securities, Wealth Management, Financial Advisory, Financial Services, CRM, Personal Finance, Variable Annuities, Wealth
Education
University of California, Riverside 1995 — 1998
Bachelor of Arts, Liberal Studies (concentrations in Biology and Art)
Art Center College of Design
Graphic Design
Fred Delgado: Fred Delgado:'s Capital Choice Financial Group Experience August 1996 - Present
Job National Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group August 1996 - Present
Education
kingsburg high school 1961 — 1965
Reedley College
Capital Choice Financial Group August 1996 - Present
Education
kingsburg high school 1961 — 1965
Reedley College
Jessica Powers's Capital Choice Financial Group Experience May 2012 - August 2012
Job Financial Analyst Corporate Development
Industry Wholesale
Experience
C&S Wholesale Grocers April 2015 - Present
Boston Financial Investment Management September 2013 - April 2015
University of Hartford Student Government Association July 2010 - June 2013
University of Hartford Financial Accounting September 2009 - June 2013
Applied Financial Analysis and Investment Course September 2012 - May 2013
University of Hartford Budget Advisory Team September 2010 - May 2013
University of Hartford International Business Class - Bermuda March 2013 - March 2013
Capital Choice Financial Group May 2012 - August 2012
Claremont Savings Bank May 2010 - August 2011
University of Hartford Alumni Call Center September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Banner Finance, Public Speaking, Team Leadership, Organization, Always Punctual, Investment Strategies, Budgets, Banking, Insurance, Finance, Microsoft Office, Time Management, Access, Investment Research, APL, Data Analysis, Financial Analysis, Social Networking, Staff Development, Analysis, Customer Service, Economics, Accounting, Leadership, Research, Social Media, Marketing, Critical Thinking, Teamwork, Financial Reporting, Auditing, Outlook, Financial Accounting, Leadership Development, Team Building, Cash Management, Fundraising, Nonprofits, Market Research, Tax, General Ledger, Budgeting, Financial Planning
Education
University of Hartford 2009 — 2013
Bachelor of Science, Business Administration, Economics and Finance
C&S Wholesale Grocers April 2015 - Present
Boston Financial Investment Management September 2013 - April 2015
University of Hartford Student Government Association July 2010 - June 2013
University of Hartford Financial Accounting September 2009 - June 2013
Applied Financial Analysis and Investment Course September 2012 - May 2013
University of Hartford Budget Advisory Team September 2010 - May 2013
University of Hartford International Business Class - Bermuda March 2013 - March 2013
Capital Choice Financial Group May 2012 - August 2012
Claremont Savings Bank May 2010 - August 2011
University of Hartford Alumni Call Center September 2009 - May 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Banner Finance, Public Speaking, Team Leadership, Organization, Always Punctual, Investment Strategies, Budgets, Banking, Insurance, Finance, Microsoft Office, Time Management, Access, Investment Research, APL, Data Analysis, Financial Analysis, Social Networking, Staff Development, Analysis, Customer Service, Economics, Accounting, Leadership, Research, Social Media, Marketing, Critical Thinking, Teamwork, Financial Reporting, Auditing, Outlook, Financial Accounting, Leadership Development, Team Building, Cash Management, Fundraising, Nonprofits, Market Research, Tax, General Ledger, Budgeting, Financial Planning
Education
University of Hartford 2009 — 2013
Bachelor of Science, Business Administration, Economics and Finance
Kesha Barker Kesha Barker's Capital Choice Financial Group Experience September 2013 - May 2014
Job Crisis Response Consultant at Bradford Health Services
Industry Hospital & Health Care
Experience
Bradford Health Services September 2014 - Present
Mary Kay Cosmetics November 2002 - December 2014
Capital Choice Financial Group September 2013 - May 2014
Skills
Gifts, Glamour, Beauty Industry, Makeovers, Social Media Marketing, Cosmetics, Gift Baskets, Makeup Artistry, Skin Care, Client Intake, Data Entry, Appointment Scheduling, Emergency Services, Crisis Intervention, Interviewing Skills, Mental Health Counseling, Phone Etiquette, Multi-line Phone, Public Speaking, Team Building, Training, Customer Service, Coaching, Leadership Development, Microsoft Office, Marketing, Sales, Leadership, Event Planning, Social Networking, Teaching, Small Business, Social Media, Time Management, Microsoft Word, PowerPoint, Nonprofits, Public Relations, Social Services, Community Outreach, Adolescents, Healthcare, Case Management
Education
Jacksonville State University 2013 — 2014
Bachelor's degree, Social Work, Graduate
Gadsden State Community College 2003 — 2005
Associate's degree, General Studies, Undergraduate
Bradford Health Services September 2014 - Present
Mary Kay Cosmetics November 2002 - December 2014
Capital Choice Financial Group September 2013 - May 2014
Skills
Gifts, Glamour, Beauty Industry, Makeovers, Social Media Marketing, Cosmetics, Gift Baskets, Makeup Artistry, Skin Care, Client Intake, Data Entry, Appointment Scheduling, Emergency Services, Crisis Intervention, Interviewing Skills, Mental Health Counseling, Phone Etiquette, Multi-line Phone, Public Speaking, Team Building, Training, Customer Service, Coaching, Leadership Development, Microsoft Office, Marketing, Sales, Leadership, Event Planning, Social Networking, Teaching, Small Business, Social Media, Time Management, Microsoft Word, PowerPoint, Nonprofits, Public Relations, Social Services, Community Outreach, Adolescents, Healthcare, Case Management
Education
Jacksonville State University 2013 — 2014
Bachelor's degree, Social Work, Graduate
Gadsden State Community College 2003 — 2005
Associate's degree, General Studies, Undergraduate
JT Krupa JT Krupa's Capital Choice Financial Group Experience 2015 - Present
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Capital Choice Financial Group 2015 - Present
PPL Corporation October 2012 - November 2014
PPL Corporation April 2008 - October 2012
PPL Corporation January 2007 - April 2008
PPL Corporation March 2005 - January 2007
PPL Corporation December 2004 - March 2005
PPL Corporation February 2000 - December 2004
Skills
Requirements Analysis, Requirements Gathering, SharePoint, Process Improvement, Natural Gas, Business Requirements, Microsoft Excel, Analysis, User Acceptance Testing, Access, VBA, SQL, Product Requirements, Process Development, HP Exstream Dialogue /..., Client Retention, Client Services, Client Communications, Client Development, Client Relationship..., Client Interfacing, Technical Documentation, Agile & Waterfall...
Education
Saint Vincent College 1994 — 1998
Bachelor, Mathematics
Capital Choice Financial Group 2015 - Present
PPL Corporation October 2012 - November 2014
PPL Corporation April 2008 - October 2012
PPL Corporation January 2007 - April 2008
PPL Corporation March 2005 - January 2007
PPL Corporation December 2004 - March 2005
PPL Corporation February 2000 - December 2004
Skills
Requirements Analysis, Requirements Gathering, SharePoint, Process Improvement, Natural Gas, Business Requirements, Microsoft Excel, Analysis, User Acceptance Testing, Access, VBA, SQL, Product Requirements, Process Development, HP Exstream Dialogue /..., Client Retention, Client Services, Client Communications, Client Development, Client Relationship..., Client Interfacing, Technical Documentation, Agile & Waterfall...
Education
Saint Vincent College 1994 — 1998
Bachelor, Mathematics
Christine Coapstick Christine Coapstick's Capital Choice Financial Group Experience February 2014 - Present
Job Office Manager at Coapstick & Associates
Industry Financial Services
Experience
Capital Choice Financial Group February 2014 - Present
United Launch Alliance (ULA) December 2006 - January 2014
Boeing March 1998 - December 2006
BRPH November 1996 - January 1998
Harris Corporation February 1992 - January 1995
Premier Cruises June 1988 - September 1991
Skills
Aerospace, Configuration Management, Security Clearance, Earned Value Management, DoD, Systems Engineering, Space Systems, Air Force, Software Documentation, Proposal Writing, Process Scheduler, Military, Procurement, Requirements Analysis, Program Management, Project Management, Customer Service, Management
Education
Barry University
Merritt Island High School
Capital Choice Financial Group February 2014 - Present
United Launch Alliance (ULA) December 2006 - January 2014
Boeing March 1998 - December 2006
BRPH November 1996 - January 1998
Harris Corporation February 1992 - January 1995
Premier Cruises June 1988 - September 1991
Skills
Aerospace, Configuration Management, Security Clearance, Earned Value Management, DoD, Systems Engineering, Space Systems, Air Force, Software Documentation, Proposal Writing, Process Scheduler, Military, Procurement, Requirements Analysis, Program Management, Project Management, Customer Service, Management
Education
Barry University
Merritt Island High School
Marie Espero Marie Espero's Capital Choice Financial Group Experience July 1999 - Present
Job Executive National Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Endorsed Local Providers - Dave Ramsey August 2012 - Present
Capital Choice Financial Group July 1999 - Present
Skills
Life Insurance, Mutual Funds, Fixed Annuities, Term Life Insurance, Retirement Planning, Investments, 401K, Securities, Disability Insurance, Wealth Management, Asset Management, Financial Planning, Annuities, IRAs, Long Term Care, Long-term Care
Education
Ateneo de Davao University
Master of Business Administration (M.B.A.)
The Australian National University
Course on Economic Development
Endorsed Local Providers - Dave Ramsey August 2012 - Present
Capital Choice Financial Group July 1999 - Present
Skills
Life Insurance, Mutual Funds, Fixed Annuities, Term Life Insurance, Retirement Planning, Investments, 401K, Securities, Disability Insurance, Wealth Management, Asset Management, Financial Planning, Annuities, IRAs, Long Term Care, Long-term Care
Education
Ateneo de Davao University
Master of Business Administration (M.B.A.)
The Australian National University
Course on Economic Development
Shelly Burnett Shelly Burnett's Capital Choice Financial Group Experience March 2010 - Present
Job Special Teams Coordinator Dental Practice by Design
Industry Hospital & Health Care
Experience
Team Beachbody April 2014 - Present
Dental Practice by Design January 2012 - Present
Capital Choice Financial Group March 2010 - Present
J P Morgan Chase Bank October 2003 - April 2006
Bank of America April 1987 - May 2001
Skills
Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Small Business, Budget, Public Speaking, Sales, Coaching, PowerPoint, Microsoft Office, Marketing Strategy, Indexed Annuities, Debt Management, Team Building, Team Leadership, Sales Coaching, Goal Setting, Business Planning, Budgets, Customer Service, Term Life Insurance, Strategic Planning, Business Coaching
Education
Texas A&M University 1984 — 1986
Team Beachbody April 2014 - Present
Dental Practice by Design January 2012 - Present
Capital Choice Financial Group March 2010 - Present
J P Morgan Chase Bank October 2003 - April 2006
Bank of America April 1987 - May 2001
Skills
Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Small Business, Budget, Public Speaking, Sales, Coaching, PowerPoint, Microsoft Office, Marketing Strategy, Indexed Annuities, Debt Management, Team Building, Team Leadership, Sales Coaching, Goal Setting, Business Planning, Budgets, Customer Service, Term Life Insurance, Strategic Planning, Business Coaching
Education
Texas A&M University 1984 — 1986
Larry Sanders Larry Sanders's Capital Choice Financial Group Experience 2013 - Present
Job Financial Consultant / Dave Ramsey's FPU Coordinator
Industry Financial Services
Experience
Capital Choice Financial Group 2013 - Present
Dave Ramsey's FPU January 2012 - Present
US Army Reserves 2007 - Present
PFS Investments 2006 - 2013
Skills
Asset Management, Asset Managment, Customer Service, Finance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Properties, Investments, Leadership, Leadership Development, Life Insurance, Marketing, Microsoft Office, Mortgage Lending, Mutual Funds, Public Speaking, Real Estate, Retirement, Retirement Planning, Sellers, Small Business, Strategic Financial..., Strategic Planning, Team Building, Term Life Insurance, Training, Financial Planning, Long-term Care
Education
Midwestern State University
Marquette University
Community College of the Air Force
Community College of the US Air Force
Oklahoma State University
Tarrant County College
The University of Texas at Arlington - College of Business Administration
Vernon College
Capital Choice Financial Group 2013 - Present
Dave Ramsey's FPU January 2012 - Present
US Army Reserves 2007 - Present
PFS Investments 2006 - 2013
Skills
Asset Management, Asset Managment, Customer Service, Finance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, IRAs, Insurance, Investment Properties, Investments, Leadership, Leadership Development, Life Insurance, Marketing, Microsoft Office, Mortgage Lending, Mutual Funds, Public Speaking, Real Estate, Retirement, Retirement Planning, Sellers, Small Business, Strategic Financial..., Strategic Planning, Team Building, Term Life Insurance, Training, Financial Planning, Long-term Care
Education
Midwestern State University
Marquette University
Community College of the Air Force
Community College of the US Air Force
Oklahoma State University
Tarrant County College
The University of Texas at Arlington - College of Business Administration
Vernon College
Hunter Lowe Lappen's Capital Choice Financial Group Experience March 2011 - February 2013
Job Sales Consultant at BMW of Annapolis
Industry Automotive
Experience
BMW of Annapolis December 2014 - Present
Hill's Drug Store October 2013 - December 2014
Capital Choice Financial Group March 2011 - February 2013
Lappen Financial Group March 2011 - February 2013
Osborne Financial Group March 2011 - February 2013
Dave Ramsey - Lampo Group August 2012 - January 2013
Hill's Drug Store 2008 - 2011
St. Matthew's Community Outreach Center October 2004 - May 2008
Edgeview Sales 2006 - 2008
The White House June 2004 - August 2006
Skills
Sales, Marketing, Automotive, Entrepreneurship, Small Business, Personal Development, Marketing Strategy, Brand Awareness, Company Branding, Personal Finance, Public Speaking, Coaching, Strategic Financial..., Investments, Retirement, Retirement Planning, Insurance, Mutual Funds, IRAs, Fixed Annuities, Term Life Insurance, Series 63, Financial Planning, Leadership, Series 6, Wealth Management, Social Media, Variable Annuities, Investment Advisory, Investment Strategies, Strategic Planning, Roth IRA, Strategic Leadership, Social Media Marketing, Social Networking, Vehicles
Education
College of Charleston 2003 — 2007
B.A., History
The George Washington University 2006 — 2006
History, Accelerated Summer Program
Saints Peter and Paul High School 1999 — 2003
BMW of Annapolis December 2014 - Present
Hill's Drug Store October 2013 - December 2014
Capital Choice Financial Group March 2011 - February 2013
Lappen Financial Group March 2011 - February 2013
Osborne Financial Group March 2011 - February 2013
Dave Ramsey - Lampo Group August 2012 - January 2013
Hill's Drug Store 2008 - 2011
St. Matthew's Community Outreach Center October 2004 - May 2008
Edgeview Sales 2006 - 2008
The White House June 2004 - August 2006
Skills
Sales, Marketing, Automotive, Entrepreneurship, Small Business, Personal Development, Marketing Strategy, Brand Awareness, Company Branding, Personal Finance, Public Speaking, Coaching, Strategic Financial..., Investments, Retirement, Retirement Planning, Insurance, Mutual Funds, IRAs, Fixed Annuities, Term Life Insurance, Series 63, Financial Planning, Leadership, Series 6, Wealth Management, Social Media, Variable Annuities, Investment Advisory, Investment Strategies, Strategic Planning, Roth IRA, Strategic Leadership, Social Media Marketing, Social Networking, Vehicles
Education
College of Charleston 2003 — 2007
B.A., History
The George Washington University 2006 — 2006
History, Accelerated Summer Program
Saints Peter and Paul High School 1999 — 2003
Patti McDorman's Capital Choice Financial Group Experience December 2011 - April 2012
Job Worry Less and Live More...with LegalShield
Industry Legal Services
Experience
LegalShield April 2012 - Present
Cherry Financial Partners, Ltd. April 2012 - November 2012
Capital Choice Financial Group December 2011 - April 2012
Primerica January 1999 - December 2011
Uhaul March 2007 - August 2008
Skills
Positive Can-do Attitude, Customer Oriented, Team Building, Legal Services, Small Business, Employee Benefits, Families, Teachers, Foster Parents, Law Officers, Commercial Drivers, Customer Service, Risk Management, Sales, Marketing, Legal Assistance, Insurance, Public Speaking, Management
Education
Mesa Community College
LegalShield April 2012 - Present
Cherry Financial Partners, Ltd. April 2012 - November 2012
Capital Choice Financial Group December 2011 - April 2012
Primerica January 1999 - December 2011
Uhaul March 2007 - August 2008
Skills
Positive Can-do Attitude, Customer Oriented, Team Building, Legal Services, Small Business, Employee Benefits, Families, Teachers, Foster Parents, Law Officers, Commercial Drivers, Customer Service, Risk Management, Sales, Marketing, Legal Assistance, Insurance, Public Speaking, Management
Education
Mesa Community College
T Michael Jones's Capital Choice Financial Group Experience January 2009 - Present
Job Endorsed Local Provider at Dave Ramsey
Industry Financial Services
Experience
Dave Ramsey May 2014 - Present
Capital Choice Financial Group January 2009 - Present
Education
University of South Carolina-Columbia 2011 — 2013
Master of Business Administration (MBA)
Georgia Institute of Technology 1996 — 2002
Bachelor of Science (BS), Mechanical Engineering
Tecnológico de Monterrey 2000 — 2000
Foreign Exchange Program
Dave Ramsey May 2014 - Present
Capital Choice Financial Group January 2009 - Present
Education
University of South Carolina-Columbia 2011 — 2013
Master of Business Administration (MBA)
Georgia Institute of Technology 1996 — 2002
Bachelor of Science (BS), Mechanical Engineering
Tecnológico de Monterrey 2000 — 2000
Foreign Exchange Program
Lynn Kaloian's Capital Choice Financial Group Experience June 2012 - Present
Job Regional Marketing Director Capital Choice Financial Group, Dave Ramsey ELP
Industry Financial Services
Experience
Dave Ramsey - Lampo Group August 2012 - Present
Capital Choice Financial Group June 2012 - Present
Primerica July 2007 - June 2012
State Compensation Insurance Fund February 2003 - December 2011
ALH Group Inc 1999 - 2001
Strasbaugh November 1997 - November 1999
Apio, Inc. 1996 - 1997
Dun & Bradstreet 1985 - 1988
Skills
Insurance, Customer Relations, Public Relations, Compliance, Payroll, IRAs, Series 63, Disability Insurance, Customer Service, Term Life Insurance, 401k, Retirement Planning, Investments, Coaching, Fixed Annuities, Financial Advisory, Workers Compensation, Strategic Planning, Mutual Funds, Long Term Care Insurance, Small Business, Training
Education
California State Polytechnic University-Pomona 1981 — 1985
BS in Business Administration, Human Resource Management
Dave Ramsey - Lampo Group August 2012 - Present
Capital Choice Financial Group June 2012 - Present
Primerica July 2007 - June 2012
State Compensation Insurance Fund February 2003 - December 2011
ALH Group Inc 1999 - 2001
Strasbaugh November 1997 - November 1999
Apio, Inc. 1996 - 1997
Dun & Bradstreet 1985 - 1988
Skills
Insurance, Customer Relations, Public Relations, Compliance, Payroll, IRAs, Series 63, Disability Insurance, Customer Service, Term Life Insurance, 401k, Retirement Planning, Investments, Coaching, Fixed Annuities, Financial Advisory, Workers Compensation, Strategic Planning, Mutual Funds, Long Term Care Insurance, Small Business, Training
Education
California State Polytechnic University-Pomona 1981 — 1985
BS in Business Administration, Human Resource Management
Rich Lamore's Capital Choice Financial Group Experience 2009 - Present
Job Boundless Financial Solutions Partner/CEO BFS Business Division/Dave Ramsey ELP
Industry Financial Services
Experience
Boundless Financial Solutions March 2013 - Present
Dave Ramsey - Lampo Group March 2009 - Present
Boundless Financial Solutions/Business Division February 2009 - Present
Capital Choice Financial Group 2009 - Present
Skills
Retirement Planning, Mutual Funds, Financial Services, Fixed Annuities, Investments, Life Insurance, Series 6, Insurance, Retirement, 401k, Small Business, Strategic Financial..., Marketing, Wealth Management, Series 63, Disability Insurance, Strategic Planning, IRAs, Term Life Insurance, Sales, Long-term Care, Employee Benefits, Securities, Asset Management, Financial Advisory, Investment Strategies, Financial Planners, Long Term Care Insurance, Health Insurance, Variable Annuities, Finance, Financial Planning
Education
St Joseph's College
Master's degree, Marriage and Family Therapy/Counseling
St Mary's Seminary & University 1976 — 1979
Master of Divinity (M.Div.), Theology/Theological Studies
St Mary's College
Bachelor's degree, Psychology and Philosophy
East Catholic High School 1972
Boundless Financial Solutions March 2013 - Present
Dave Ramsey - Lampo Group March 2009 - Present
Boundless Financial Solutions/Business Division February 2009 - Present
Capital Choice Financial Group 2009 - Present
Skills
Retirement Planning, Mutual Funds, Financial Services, Fixed Annuities, Investments, Life Insurance, Series 6, Insurance, Retirement, 401k, Small Business, Strategic Financial..., Marketing, Wealth Management, Series 63, Disability Insurance, Strategic Planning, IRAs, Term Life Insurance, Sales, Long-term Care, Employee Benefits, Securities, Asset Management, Financial Advisory, Investment Strategies, Financial Planners, Long Term Care Insurance, Health Insurance, Variable Annuities, Finance, Financial Planning
Education
St Joseph's College
Master's degree, Marriage and Family Therapy/Counseling
St Mary's Seminary & University 1976 — 1979
Master of Divinity (M.Div.), Theology/Theological Studies
St Mary's College
Bachelor's degree, Psychology and Philosophy
East Catholic High School 1972
Jon Belnap's Capital Choice Financial Group Experience 2014 - Present
Job Sr. Marketing Associate, Capital Choice Financial Services
Industry Insurance
Experience
Capital Choice Financial Group 2014 - Present
Holiday Inn Hotel & Suites August 2012 - 2015
University of Phoenix December 2004 - 2007
Skills
HVAC, Plumbing, Heating, Preventive Maintenance, Air Conditioning, Maintenance & Repair, Customer Service, Microsoft Office, Coaching, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Leadership Development, Management, Sales, Finance
Education
University of Phoenix 2009 — 2012
BS
RSI 2006 — 2007
Certificate
Capital Choice Financial Group 2014 - Present
Holiday Inn Hotel & Suites August 2012 - 2015
University of Phoenix December 2004 - 2007
Skills
HVAC, Plumbing, Heating, Preventive Maintenance, Air Conditioning, Maintenance & Repair, Customer Service, Microsoft Office, Coaching, Microsoft Excel, Microsoft Word, Public Speaking, Marketing, Leadership Development, Management, Sales, Finance
Education
University of Phoenix 2009 — 2012
BS
RSI 2006 — 2007
Certificate
Carolyn Sue Strang's Capital Choice Financial Group Experience 2008 - Present
Job Dave Ramsey, Endorsed Local Provider at Cornerstone Legacy Planning, LLC
Industry Financial Services
Experience
Cornerstone Legacy Planning, LLC July 2012 - Present
Capital Choice Financial Group 2008 - Present
Capital Choice Financial Group February 2006 - Present
Strang & Associates January 1988 - Present
Primerica Financial Services 1988 - 2006
Columbus City Schools, OH 1958 - 1988
Skills
Fixed Annuities, Retirement Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., Investments, Long-term Care, Insurance, 401k, IRAs, Disability Insurance, Series 6, Life Insurance, Securities, Leadership, Asset Management, Long Term Care Insurance, Sales, Financial Planners, Wealth Management, Financial Services, Retirement, Series 63, Small Business, Employee Benefits
Education
Ohio University 1956 — 1970
BS Ed, M Ed, CF Ed.
Jackson High School 1953 — 1956
Diploma
Cornerstone Legacy Planning, LLC July 2012 - Present
Capital Choice Financial Group 2008 - Present
Capital Choice Financial Group February 2006 - Present
Strang & Associates January 1988 - Present
Primerica Financial Services 1988 - 2006
Columbus City Schools, OH 1958 - 1988
Skills
Fixed Annuities, Retirement Planning, Term Life Insurance, Mutual Funds, Strategic Financial..., Investments, Long-term Care, Insurance, 401k, IRAs, Disability Insurance, Series 6, Life Insurance, Securities, Leadership, Asset Management, Long Term Care Insurance, Sales, Financial Planners, Wealth Management, Financial Services, Retirement, Series 63, Small Business, Employee Benefits
Education
Ohio University 1956 — 1970
BS Ed, M Ed, CF Ed.
Jackson High School 1953 — 1956
Diploma
Jason Graf's Capital Choice Financial Group Experience November 2014 - Present
Job Working with Dave Ramsey endorsed local provider Joe Mezatis to help people gain perspective on their finances.
Industry Financial Services
Experience
Capital Choice Financial Group November 2014 - Present
Skills
Budgets, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Team Building
Education
College of Southern Nevada 2012 — 2015
Associate of business, Finance, General
Capital Choice Financial Group November 2014 - Present
Skills
Budgets, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Team Building
Education
College of Southern Nevada 2012 — 2015
Associate of business, Finance, General
Debora Wallace's Capital Choice Financial Group Experience July 1997 - Present
Job Controller/Vice President at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group July 1997 - Present
Education
Thomas University
Bachelor of Science Business Administration, Accounting
Capital Choice Financial Group July 1997 - Present
Education
Thomas University
Bachelor of Science Business Administration, Accounting
Adam Kinnard's Capital Choice Financial Group Experience April 2009 - Present
Job Executive Vice President CAPITALChoice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group April 2009 - Present
Bank of North Georgia August 2005 - April 2009
Skills
Fixed Annuities, Leadership, Strategic Financial..., Series 63, Mutual Funds, Term Life Insurance, Investments, Asset Management, Finance, Portfolio Management, Securities, Retirement Planning, Life Insurance, Customer Service, Credit Analysis, 401k, Insurance, Wealth Management, Financial Advisory
Education
Auburn University 2001 — 2005
Finance, Economics
Capital Choice Financial Group April 2009 - Present
Bank of North Georgia August 2005 - April 2009
Skills
Fixed Annuities, Leadership, Strategic Financial..., Series 63, Mutual Funds, Term Life Insurance, Investments, Asset Management, Finance, Portfolio Management, Securities, Retirement Planning, Life Insurance, Customer Service, Credit Analysis, 401k, Insurance, Wealth Management, Financial Advisory
Education
Auburn University 2001 — 2005
Finance, Economics
Curtis Hickman's Capital Choice Financial Group Experience January 2014 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Capital Choice Financial Group January 2014 - Present
Primerica March 2012 - December 2013
Primerica September 2009 - January 2012
Skills
IRAs, College Savings Plans, Roth IRA, Series 6, Retirement Savings, Debt Management, Term Life Insurance, Fixed Annuities, 401k, Debt Elimination, Retirement, Money
Education
Sterling College 2003 — 2007
Bachelor of Arts, Music Performance, Vocal
Capital Choice Financial Group January 2014 - Present
Primerica March 2012 - December 2013
Primerica September 2009 - January 2012
Skills
IRAs, College Savings Plans, Roth IRA, Series 6, Retirement Savings, Debt Management, Term Life Insurance, Fixed Annuities, 401k, Debt Elimination, Retirement, Money
Education
Sterling College 2003 — 2007
Bachelor of Arts, Music Performance, Vocal
Jeff Simbric's Capital Choice Financial Group Experience February 2008 - May 2010
Job President, SFG Group, Inc & VP of Sales, OptSpot
Industry Financial Services
Experience
SFG Group, Inc. May 2008 - Present
Optspot March 2013 - Present
Capital Choice Financial Group February 2008 - May 2010
Primerica March 2001 - February 2008
Blockbuster Video June 2004 - February 2007
Hollywood Video February 1999 - June 2004
Skills
Certified Tax Preparer, Analysis, Term Life Insurance, Sales, Contractors, Retirement Planning, Investments, Fixed Annuities, Team Building, Life Insurance, Strategic Financial..., Marketing Strategy, Strategic Planning, Customer Service, Insurance, Marketing, Financial Planning, Leadership, Management, Public Speaking, Small Business, Sales Management, Finance, Team Leadership, Retirement, Training, Recruiting, Entrepreneurship
Education
Northern Arizona University 2000 — 2004
Associate's degree, Finance, General
Camp Verde High School 1992 — 1996
General
Texas Christian University
SFG Group, Inc. May 2008 - Present
Optspot March 2013 - Present
Capital Choice Financial Group February 2008 - May 2010
Primerica March 2001 - February 2008
Blockbuster Video June 2004 - February 2007
Hollywood Video February 1999 - June 2004
Skills
Certified Tax Preparer, Analysis, Term Life Insurance, Sales, Contractors, Retirement Planning, Investments, Fixed Annuities, Team Building, Life Insurance, Strategic Financial..., Marketing Strategy, Strategic Planning, Customer Service, Insurance, Marketing, Financial Planning, Leadership, Management, Public Speaking, Small Business, Sales Management, Finance, Team Leadership, Retirement, Training, Recruiting, Entrepreneurship
Education
Northern Arizona University 2000 — 2004
Associate's degree, Finance, General
Camp Verde High School 1992 — 1996
General
Texas Christian University
Joseph Mezatis's Capital Choice Financial Group Experience Regional Marketing DirectorCapital Choice Financial ServicesJanuary 2000 - Present
Job Regional Marketing Director at Capital Choice Financial
Industry Financial Services
Experience
Capital Choice Financial Group Regional Marketing DirectorCapital Choice Financial ServicesJanuary 2000 - Present
Education
Grand Canyon University 2009 — 2011
MBA, Finance
Wayland Baptist University 2005 — 2007
BS, Management
Capital Choice Financial Group Regional Marketing DirectorCapital Choice Financial ServicesJanuary 2000 - Present
Education
Grand Canyon University 2009 — 2011
MBA, Finance
Wayland Baptist University 2005 — 2007
BS, Management
Joe Mezatis's Capital Choice Financial Group Experience Group SuperintendentUSAF RETIREDAugust 1982 - April 2009
Job Senior Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group Group SuperintendentUSAF RETIREDAugust 1982 - April 2009
Education
Grand Canyon University 2010 — 2012
MBA, Finance
Capital Choice Financial Group Group SuperintendentUSAF RETIREDAugust 1982 - April 2009
Education
Grand Canyon University 2010 — 2012
MBA, Finance
Eric Calhoun's Capital Choice Financial Group Experience March 2013 - Present
Job Accountant/Internal Auditor at Capital Choice Financial Group
Industry Accounting
Experience
Capital Choice Financial Group March 2013 - Present
Sage October 2012 - February 2013
First Investors Corporation May 2012 - September 2012
American Tax/H&R Block December 2011 - February 2012
Captain D's January 2007 - May 2010
Skills
Business Analysis, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, Auditing, Internal Controls, Fraud Prevention, Inventory Control, Cash Management, Cash Handling, Cash Flow Management, Excel, Word, Quickbooks, Peachtree, Oracle, Tax Preparation, General Ledger, Journal Entries, Internal Audit, Cash Flow, Financial Statements, Tax
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Financial Management
Georgia Southern University - College of Business Administration 2004 — 2009
Bachelors in Business Adminstration, Accounting
Capital Choice Financial Group March 2013 - Present
Sage October 2012 - February 2013
First Investors Corporation May 2012 - September 2012
American Tax/H&R Block December 2011 - February 2012
Captain D's January 2007 - May 2010
Skills
Business Analysis, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Budgeting, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, Auditing, Internal Controls, Fraud Prevention, Inventory Control, Cash Management, Cash Handling, Cash Flow Management, Excel, Word, Quickbooks, Peachtree, Oracle, Tax Preparation, General Ledger, Journal Entries, Internal Audit, Cash Flow, Financial Statements, Tax
Education
Keller Graduate School of Management 2010 — 2012
Masters, Accounting and Financial Management
Georgia Southern University - College of Business Administration 2004 — 2009
Bachelors in Business Adminstration, Accounting
Peter Gauthier's Capital Choice Financial Group Experience May 2003 - Present
Job Gauthier Financial Inc President / Owner, Regional Marketing Director at Capital Choice Financial Group, Dave Ramsey ELP
Industry Financial Services
Experience
Capital Choice Financial Group May 2003 - Present
Walt Disney World October 2007 - Present
Kennedy Space Center July 1997 - September 2011
Skills
Insurance, Finance, Investments, Management, Program Management, Analysis, Project Management, Technical Writing, Strategic Planning, Risk Management, Customer Service, Leadership, Budgets, Metrics, Microsoft Office, Aerospace, Strategic Financial..., Microsoft Excel, Team Leadership, Systems Engineering, Asset Management
Education
University of Maine 2003 — 2005
B.S., Mechanical Engineering
Capital Choice Financial Group May 2003 - Present
Walt Disney World October 2007 - Present
Kennedy Space Center July 1997 - September 2011
Skills
Insurance, Finance, Investments, Management, Program Management, Analysis, Project Management, Technical Writing, Strategic Planning, Risk Management, Customer Service, Leadership, Budgets, Metrics, Microsoft Office, Aerospace, Strategic Financial..., Microsoft Excel, Team Leadership, Systems Engineering, Asset Management
Education
University of Maine 2003 — 2005
B.S., Mechanical Engineering
Sarah Uylaky's Capital Choice Financial Group Experience March 2008 - Present
Job Senior Marketing Director at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group March 2008 - Present
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, IRAs, Long-term Care, Retirement Planning, Series 6 & 63, Mutual Funds, Variable Annuities, 401k, Securities, Series 6, Strategic Financial..., Disability Insurance, Roth IRA, Separately Managed..., Universal Life, Critical Illness, Asset Allocation, Finance, Wealth Management, Long Term Care Insurance, Investments, Small Business, Investment Strategies, Insurance, Series 63, Retirement, Asset Management, Financial Planners, Financial Advisory, Financial Services, Portfolio Management, Estate Planning, Employee Benefits, FINRA, Series 7, Wealth, Indexed Annuities, Loans, Personal Finance, Health Insurance, Wealth Accumulation, Personal Financial..., Financial Planning
Education
Southern Connecticut State University
B.S.-Educ. & M.S. History, Education/Teaching Certificates in Elementary & Secondary Education
Capital Choice Financial Group March 2008 - Present
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, IRAs, Long-term Care, Retirement Planning, Series 6 & 63, Mutual Funds, Variable Annuities, 401k, Securities, Series 6, Strategic Financial..., Disability Insurance, Roth IRA, Separately Managed..., Universal Life, Critical Illness, Asset Allocation, Finance, Wealth Management, Long Term Care Insurance, Investments, Small Business, Investment Strategies, Insurance, Series 63, Retirement, Asset Management, Financial Planners, Financial Advisory, Financial Services, Portfolio Management, Estate Planning, Employee Benefits, FINRA, Series 7, Wealth, Indexed Annuities, Loans, Personal Finance, Health Insurance, Wealth Accumulation, Personal Financial..., Financial Planning
Education
Southern Connecticut State University
B.S.-Educ. & M.S. History, Education/Teaching Certificates in Elementary & Secondary Education
Logan Leopold's Capital Choice Financial Group Experience July 2013 - Present
Job Sales and Marketing Associate at Capital Choice Financial Group and Dave Ramsey Investing ELP Team Member
Industry Financial Services
Experience
Capital Choice Financial Group July 2013 - Present
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Financial Services, Insurance, Entrepreneurship, Retirement Planning
Education
Old Dominion University 2009 — 2013
Bachelor of Arts (BA), International Studies
Capital Choice Financial Group July 2013 - Present
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Financial Services, Insurance, Entrepreneurship, Retirement Planning
Education
Old Dominion University 2009 — 2013
Bachelor of Arts (BA), International Studies
Amos Estrada's Capital Choice Financial Group Experience 1998 - Present
Job Financial Advisor
Industry Insurance
Experience
Capital Choice Financial Group 1998 - Present
Self-employed October 1988 - Present
Skills
Financial Advisor, I teach people to put...
Education
New Mexico Highlands University 1965 — 1971
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capital Choice Financial Group 1998 - Present
Self-employed October 1988 - Present
Skills
Financial Advisor, I teach people to put...
Education
New Mexico Highlands University 1965 — 1971
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
LaRon Jones's Capital Choice Financial Group Experience July 2015 - Present
Job Associate at Capital Choice Financial Group
Industry Financial Services
Experience
Capital Choice Financial Group July 2015 - Present
Skills
Retail, Customer Service, Sales, Marketing, Time Management, Leadership, Organizational..., Change Management
Education
Columbia Southern University 2009 — 2011
Associate's degree, Business Administration, Management and Operations
Capital Choice Financial Group July 2015 - Present
Skills
Retail, Customer Service, Sales, Marketing, Time Management, Leadership, Organizational..., Change Management
Education
Columbia Southern University 2009 — 2011
Associate's degree, Business Administration, Management and Operations
Wendi Wilson's Capital Choice Financial Group Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Self-employed July 2014 - Present
Capital Choice Financial Group July 2014 - Present
Groesbeck High School June 2009 - June 2014
Education
Tarleton State University
Self-employed July 2014 - Present
Capital Choice Financial Group July 2014 - Present
Groesbeck High School June 2009 - June 2014
Education
Tarleton State University