Capital Financial Group, LLC
Industry: Company
DescriptionFounded: 1895 Parent organization: Massachusetts Mutual Life Insurance Company
Capital Financial Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Financial Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Capital Financial Group, LLC Salaries. You can even request information on how much does Capital Financial Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Capital Financial Group, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
106 Capital Financial Group, LLC employees in database. Find out everything there's to know about Capital Financial Group, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Capital Financial Group, LLC Employees
Capital Financial Group, LLC August 2014 - Present
Meridian Health May 2014 - August 2014
Meridian Health May 2013 - August 2013
Jersey Shore University Medical Center May 2012 - August 2012
Employment Skills Center March 2012 - May 2012
Skills
Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Social Networking, PowerPoint, Linguistics, International Relations, Innovation Management, Analytics, Administrative..., Coordination, Events, Fitness, Government, Hospitality, Internet, Multimedia, Negotiation, Problem Solving, Strategic Planning, Quality Assurance, User Experience, Creative Writing, Equestrian, Public Speaking, Social Media, Marketing, Management, Event Planning
Education
Lipscomb University 2014 — 2015
Master of Business Management
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies and Nuclear Politics, Junior
Blair Academy 2006 — 2010
Graduated
RAI Advisors, Inc. August 2012 - Present
Capital Financial Group, LLC May 2010 - July 2012
Skills
Retirement, Disability Insurance, Securities, Retirement Planning, Life Insurance, Estate Planning, Strategic Financial..., Insurance, Investments, Risk Management, Employee Benefits, 401k, Long Term Care Insurance, 401k Rollovers, Variable Annuities, College Education..., IRAs, Roth IRA, Simple IRA, SEP IRA, Wealth Management, Series 6, Term Life Insurance, Whole Life, Long-term Care, Financial Services, Mutual Funds, Financial Goals, Financial Planning
Education
Middle Tennessee State University 2007 — 2011
Finance, Insurance
21st Mortgage Corporation January 2015 - Present
21st Mortgage Corporation July 2014 - December 2014
21st Mortgage Corporation September 2013 - July 2014
Publix Super Markets May 2009 - September 2013
Capital Financial Group, LLC January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Economics, Access, Photoshop, Time Management, Customer Service, Finance, Leadership, Management, Teamwork, Event Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor of Science (B.S.), Economics
Hume Fogg Academic Magnet High 2005 — 2009
High School Diploma, 3.90
Capital Financial Group, LLC July 2014 - May 2015
Gallagher Benefit Services February 2012 - December 2013
Gallagher Benefit Services February 2012 - December 2012
BlueCross BlueShield of Tennessee July 2008 - February 2012
BlueCross BlueShield of TN October 2004 - July 2008
BlueCross BlueShield of Tennessee April 1999 - October 2004
Skills
Collaborative Leadership, Developing Client..., Strategic Thinking, Strategic Planning, Creative Problem Solving, Building Strategic..., Consultative Selling..., Marketing Communications, sales and marketing, Communicator, Visioning, Mentoring Of Staff, Team Synergy, Leadership, Strategic Partnerships, Human Resources, Management, Health Insurance, Managed Care, Healthcare, Disease Management, Medicare, Process Improvement, Cross-functional Team..., Health Policy, Insurance, Account Management, Provider Relations, Health Care Reform, Marketing, Team Building, Marketing Strategy, Sales, Employee Benefits, Selling, Coaching, Consulting, Strategic Communications, Health Savings Accounts, Employee Engagement, Customer Retention, PPO, Executive Management, HMO, Problem Solving
Education
Northwestern University - Kellogg School of Management 2008 — 2009
Executive Leadership Program
Mississippi State University - College of Business and Industry
Bachelor's degree, Business Administration: Marketing, Management & Finance
East Central Community College
East Central Community College
East Central Community College
Capital Financial Group, LLC January 2015 - Present
Capital Financial Group, LLC January 2014 - December 2014
Skills
Health Insurance, Life Insurance, Long Term Care Insurance, Disability Insurance, Stock Trading, Investments, Microsoft Office, Microsoft Word, Financial Analysis, Financial Accounting, Account Management, Microsoft Excel, Facebook, Social Networking, Customer Service, Networking, PowerPoint, Time Management, Social Media, Teamwork, Public Speaking, Outlook, Inventory Management, Data Entry, Sales, Research, Leadership
Education
The University of Tennessee at Chattanooga
Bachelor’s Degree, Finance: Investments
Ethicon, Inc. June 2013 - Present
Ethicon Endo-Surgery June 2012 - Present
Capital Financial Group, LLC June 2011 - April 2012
US Army February 2010 - March 2011
US Army June 2009 - February 2010
US Army April 2008 - June 2009
US Army March 2007 - April 2008
Skills
Leadership, Army, Operational Planning, Sales, Military, Cross-functional Team..., Military Operations, Military Experience, Command, DoD, Leadership Development, National Security, Project Planning, Logistics, Team Building, Training
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2002 — 2006
B.S., Business Management and Systems Engineering
University of Tennessee at Chattanooga June 2015 - Present
University of Tennessee at Chattanooga November 2013 - Present
Foot Locker July 2008 - Present
Capital Financial Group, LLC April 2014 - August 2014
Henpeck Village Market August 2010 - August 2011
Skills
Merchandising, Inventory Management, Leadership, Visual Merchandising, Sales, Retail, Customer Service, Retail Sales, Marketing, Social Networking, Cold Calling, PowerPoint, Data Entry, Microsoft Excel, Teamwork, Public Speaking, Microsoft Office, Time Management, Microsoft Word
Education
The University of Tennessee at Chattanooga 2011 — 2015
Bachelor's Degree, Finance and Business/Management
Independence High School 2007 — 2011
High School
Red Harbor Rum November 2014 - Present
Bottles Beverage July 2014 - October 2014
Farragut Wine & Spirits June 2011 - May 2014
Capital Financial Group, LLC February 2014 - April 2014
Discoteca Swing Alicante February 2012 - May 2012
Crú Bistro and Wine Bar 2012 - 2012
Revenue Recovery Corporation May 2010 - August 2010
Skills
Sales
Education
Wofford College 2009 — 2014
Bachelor of Arts (B.A.), International Business
Universitat d'Alacant 2012 — 2012
International Business/Trade/Commerce
Darlington School 2005 — 2009
GED
Orion Health October 2014 - Present
Capital Financial Group, LLC June 2014 - August 2014
Vanguard Healthcare Services, LLC October 2013 - January 2014
United States Air Force September 2006 - September 2013
Blockbuster June 2005 - August 2006
Skills
Military, Military Experience, Customer Service, Microsoft Office, Leadership, Team Building, Process Improvement, Training, Military Operations, Critical Thinking, DoD, Leadership Development, Supervisory Skills, Policy, Medical Records, Government, Outlook, Troubleshooting, Data Entry, Management, Sales, PowerPoint, Public Speaking, Recruiting, Microsoft Excel
Education
Ashford University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lebanon High School 2000 — 2004
General, General Studies
Scott Benefit Services July 2010 - Present
Capital Financial Group, LLC 2006 - July 2010
Capital Financial 2009 - 2009
Skills
Workers Compensation, Property & Casualty..., Insurance, Employee Benefits, Health Insurance, Commercial Insurance, Health Savings Accounts, Benefits Administration, Disability Insurance, Risk Management, Life Insurance, Professional Liability, Analysis, Health Care Reform, Brokers, Underwriting
Education
Middle Tennessee State University
L.A. McCrae Consulting: Business, Insurance, Financial Services June 2015 - Present
Knoxville Mercury February 2015 - Present
revlatte innovations March 2011 - Present
ThreeSisters Consulting May 2007 - Present
Mutual of Omaha December 2014 - June 2015
Capital Financial Group, LLC May 2014 - December 2014
UMODE - United Methodists and Dundalk and Edgemere and Village Project S November 2010 - March 2012
RahMonique, LLC January 2008 - November 2010
Mel Harnsberry State Farm April 2008 - August 2010
General Board of Church and Society August 2007 - August 2010
Skills
Fundraising, Grant Writing, Public Speaking, Leadership Development, Volunteer Management, Community Outreach, Teaching, Leadership, Coaching, Theology, Program Evaluation, Organizational..., Grants, Conflict Resolution, Non-profits, Pastoral Care, Training, Social Justice, Non-profit..., Curriculum Design, Religion, Research, Community Development, Workshop Facilitation, Microsoft Office, Program Development, Nonprofits, Youth Development, Community Organizing, Event Planning, Blogging, Proposal Writing, Public Relations, Social Media, Social Media Marketing, Youth Work, Youth Ministry, Youth Mentoring, Negotiation, Social Networking, Networking, Consulting, Project Management, Strategic Planning, QuickBooks, Lecturing, Microsoft Excel, Keynote, Microsoft Word, PowerPoint
Education
Wesley Theological Seminary 2007 — 2010
M. Div., Urban Ministries, Liberation Theology, Youth and Young Adult Ministries, 3.43
Harvard University, John F. Kennedy School of Government 2008 — 2009
Certification - Public Narrative, Leadership Change, Community Organization and Advocacy, Executive Leadership, Civic Engagement, Nonprofit Leadership
University of Tennessee-Knoxville 2004 — 2007
B.A., Political Science, Africana Studies, 3.64
Bel Air High School
High School Diploma, American Government and Politics (United States), History, Communications
C&J Wealth Advisors May 2010 - Present
Financial Advisor August 1989 - Present
Capital Financial Group LLC November 2007 - August 2010
First Tennessee Bank December 1998 - November 2007
Mass Mutual Financial Group August 1989 - December 1998
Skills
Retirement, Strategic Financial..., Investment Advisory, Estate Planning, Small Business, Financial Advisory, College Planning Relief..., Life Insurance, Long-term Care, IRAs, Finance, Financial Planners, Mutual Funds, Financial Planning, Long Term Care, Life Insurance Audits, Wealth, Investments, Retirement Planning, Portfolio Management, Wealth Management, Disability Insurance, 401k, Fixed Annuities, Asset Allocation
Education
University of Tennessee-Knoxville - College of Business Administration 1985 — 1989
Bachelor's degree, Finance
Capital Financial Group, LLC April 2013 - Present
MassMutual Financial Group 2013 - Present
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
Artie E. Peacher DDS 1980 - 2015
New York Life Insurance Company June 2012 - March 2013
United Medical August 2008 - June 2012
Skills
Disability Insurance, Insurance, Financial Services, Life Insurance, Long Term Care Insurance, Customer Service, Series 7, Team Building, Public Speaking, Whole Life, Microsoft Office, New Business Development, Series 63
Education
Murray State University 1998 — 2003
Bachelor of Science (B.S.), Biology, General
Capital Financial Group, LLC August 2011 - Present
O'More College of Design 2001 - 2011
Middle Tennessee State University March 1999 - June 2001
Skills
Event Planning, Outlook, PowerPoint, Microsoft Word, Social Media, Microsoft Office, Microsoft Excel, Customer Service, Editing, Management, Research, Data Entry, Nonprofits, Community Outreach, Fundraising, Public Speaking, Social Media Marketing, Administration, Public Relations, Marketing, Team Building, Social Networking, Facebook
Education
Middle Tennessee State University 1997 — 2001
BA, English
Freed-Hardeman University 1994 — 1996
None, Business, Family and Life Sciences
Bridgestone July 2015 - Present
Tennessee Valley Authority July 2013 - July 2015
Capital Financial Group April 2013 - July 2013
Capital Financial Group, LLC January 2013 - April 2013
Tommy Hilfiger November 2012 - April 2013
Skills
Microsoft Excel, Leadership, Social Networking, Data Analysis, Time Management, Customer Service, SQL, SAS Enterprise Guide, Tableau, Microsoft Access, Communication Skills, Financial reporting, Financial analysis, Forecasting models, Linear Programming, Research, Data Entry, Marketing, Critical Thinking, Organization, Networking, Social Media, Microsoft Office
Education
The University of Tennessee at Chattanooga 2014 — 2015
Business Analytics Graduate Certificate, 3.75
The University of Tennessee at Chattanooga 2013 — 2015
Master of Business Administration (M.B.A.), 3.9
The University of Tennessee at Chattanooga 2009 — 2013
Bachelor of Science (BS), Business Administration: Finance, 3.3
Capital Financial Group, LLC October 2014 - Present
North American Division of Seventh-day Adventists 1993 - 2014
Association of Clinical Pastoral Education 2012 - 2012
Alorca Enterprises, Inc. 2002 - 2009
Southern Adventist University August 2006 - December 2006
Greater New York Conference of Seventh-day Adventists January 1993 - September 2005
Carib Consultants LLC 2003 - 2005
Birches Limousine Service, Inc. April 1988 - December 1992
Skills
Teaching, Higher Education, Preaching, Counseling, Public Speaking, Writing, Non-profits, Mentoring, Research, Administration, Public Relations, Editing, History, Evangelism, Youth Ministry, Premarital Counseling, Multicultural Ministry, Theology, Psychotherapy, Nonprofits, Volunteer Management, Team Building, Fundraising, Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Financing, Investment Properties, Consulting, Race Relations, Biblical Studies, Pastoral Care, Leadership Development, Community Outreach, Gospel, Program Development, Motivational Speaking, Youth Mentoring, Pastoral Counseling, Discipleship, Staff Development, Missions, Pastoral, Grief Counseling, Bible, Religious Studies, Conflict Resolution, Published Author, Blogging, Event Planning
Education
University of Pennsylvania 2014 — 2014
None, American History (United States)
Association of Clinical Pastoral Education 2012 — 2012
Chaplain, Chaplaincy, completed one unit
Princeton University 2012 — 2012
none, Sociology
New York University 1994 — 1995
none, Aramaic I, Phoenician and Punic
Northern Caribbean University 1981 — 1985
BA, Theology
Andrews University 1985 — 1989
MA, Archaeology and History of Antiquity
Union Theological Seminary, NY at Columbia University 1989 — 1990
none, Intermediate Hebrew
Trinity Theological Seminary in partnership with Canterbury Christchurch University, UK 2008 — 2013
Doctor of Philosophy (PhD), New Testament Theology
BlueCross BlueShield of Tennessee July 2014 - Present
Cigna-HealthSpring October 2012 - July 2014
Cigna-HealthSpring December 2008 - October 2012
Cigna-HealthSpring July 2008 - October 2012
Capital Financial Group, LLC March 2008 - July 2008
Capital Benefits Group February 2006 - March 2008
Skills
HEDIS, Pay for Performance, Accounts Payable, Accounting, Account Reconciliation, Microsoft Excel, Access, Inovalon, Microsoft SQL Server, Crystal Reports, Accounts Receivable
Education
Emory University - Goizueta Business School 1993 — 1995
BBA, Accounting
Oxford College of Emory University 1991 — 1993
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Capital Financial Group, LLC August 2014 - Present
Brentwood High School August 2012 - May 2014
Skills
Fundraising, Retirement Planning, Leadership, Social Media, Strategic Planning, Social Networking, Sales, Team Building, Event Planning, Customer Service, Time Management, Public Speaking, PowerPoint, Event Management, Public Relations, Marketing
Education
Samford University 2007 — 2012
BS SportsAdminstration and Physical Education
Fidelity Investments June 2015 - Present
Capital Financial Group, LLC April 2014 - May 2015
USAA June 2010 - April 2014
Frost Bank November 2009 - May 2010
Skills
Series 7, Retirement Planning, Asset Allocation, Insurance, Retirement, Wealth Management, IRAs, Fixed Annuities, Financial Goals, Long Term Care Insurance, AAMS, CRPC, Microsoft Excel, FINRA, Permanent Life Insurance, Holistic Financial..., Term Life Insurance, Retirement Plan..., Life, Long-term Care, Life Insurance
Education
The University of Texas at San Antonio 2010 — 2013
Master of Business Administration (MBA), Finance, General
University of Arkansas 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Lake Highlands and Highlander
Raymond James Financial Services Inc. June 2013 - Present
Franklin Synergy Bank June 2013 - Present
MidSouth Bank (Murfreesboro, TN) August 2011 - May 2013
Capital Financial Group, LLC January 2013 - April 2013
Skills
Management, Analysis, Securities, Financial Advisory, Wealth, Social Media, FINRA, Retirement Planning, Strategic Financial..., Investments, Mortgage Lending, Consumer Lending, Mutual Funds, Retail Banking, Financial Services
Education
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Finance
TIAA-CREF October 2014 - Present
MCCS May 2012 - October 2014
Capital Financial Group, LLC August 2013 - August 2013
MCCS October 2011 - May 2012
Navy Federal Credit Union July 2010 - October 2011
US Census Bureau April 2010 - June 2010
United States Marine Corps August 2009 - February 2010
United States Marine Corps November 2008 - August 2009
United States Marine Corps November 2005 - November 2008
Skills
Personal Finance, Asset Management, Finance, Credit, Investments, Asset Allocation, Credit Analysis, Financial Analysis, Budgets, Personnel Supervision, Military, Military Training, Training, Leadership, Program Management, Security Clearance, Analysis, Quality Assurance, Human Resources, Recruiting, Navy, Security, Interviews, Career Counseling, Staff Development, Marine Corps, Military Experience, Resume Writing, DoD, Career Development, Operational Planning, Organizational..., Leadership Development, Military Operations, National Security, Command
Education
College for Financial Planning 2014 — 2014
Chartered Mutual Fund Counselor®, Mutual Funds
George Herbert Walker School of Business and Technology - Webster University 2012 — 2013
Master of Science (MS), Finance, 3.84/4.0
George Herbert Walker School of Business and Technology - Webster University 2011 — 2012
Master of Business Administration (MBA), Business Administration, 3.92/4.0
Park University - School of Business 2006 — 2010
Bachelor of Science (BS), Management & Finance
J.P. Morgan Private Bank July 2012 - Present
Suntrust Investment Services April 2010 - July 2012
Capital Financial Group, LLC October 2009 - March 2010
Wesley Hotels and Resorts, LLC May 2009 - September 2009
Towne Park July 2008 - May 2009
Towne Park February 2008 - July 2008
Towne Park May 2006 - February 2008
Towne Park February 2006 - May 2006
Skills
Accounting, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Series 7, PowerPoint, Budgets, Marketing, Sales, Wealth Management, Strategic Planning, Forecasting, Management, Leadership, Customer Service
Education
Belmont University 2003 — 2007
Pointing Forward December 2002 - Present
Tennessee Microboards Association 2001 - Present
Capital Financial Group, LLC September 2008 - April 2009
State of Tennessee 2007 - 2008
Tusculum College 2004 - 2007
Skills
Non-profits, Public Speaking, Community Outreach, Fundraising, Coaching, Resume Writing, Teaching, Editing, Nonprofits, Event Planning, Volunteer Management, Policy, Program Evaluation, Grant Writing, Program Development, Social Services, Organizational..., Social Media, Social Networking, Grants, Career Counseling, Team Building, Community Development, Leadership Development, Instructional Design, Staff Development, Curriculum Development, Policy Analysis, Case Managment, Training, Community Organizing, Non-profit..., Public Policy, Research, Conflict Resolution, Leadership, Government, Workshop Facilitation, Mental Health, Career Development, Higher Education, Public Relations, Adult Education, Proposal Writing, Grassroots Organizing, Curriculum Design, Workforce Development, Crisis Intervention, Developmental..., Psychology
Education
Capella University 2009 — 2012
M.S., Psychology
Tusculum College 2004 — 2006
BS, Organizational Management
Knoxville Central High School 1985 — 1989
Honors Diploma, College Preparation
RMG Sports Group April 2014 - Present
Capital Financial Group, LLC February 2013 - Present
Capital Financial Group, LLC March 2014 - April 2015
New York Life Insurance Company November 2012 - February 2013
Carolina Force INC January 2012 - June 2012
Middle Tennessee State University January 2008 - January 2011
Woods Automotive January 2007 - May 2008
Skills
Leadership, Sales, Public Speaking, Customer Service, Social Networking, Event Planning, Microsoft Office, Marketing, Social Media, Insurance, Financial Services, Coaching
Education
Middle Tennessee State University 2011 — 2012
Master's degree, Sport Management
Middle Tennessee State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Economics and Finance
Florida Hospital May 2015 - Present
Florida Hospital July 2014 - May 2015
Southern Adventist University July 2012 - June 2014
Southern Adventist University September 2009 - June 2014
Capital Financial Group, LLC May 2013 - August 2013
Southern Adventist University January 2013 - May 2013
Skills
Finance, Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Management, Budgets, Fundraising, Research, Business Planning, Accounting, Data Analysis, Strategy, Access, Marketing
Education
Southern Adventist University 2012 — 2014
Master's degree, Financial Management
Southern Adventist University 2012 — 2014
Master of Business Administration (M.B.A.)
Southern Adventist University 2008 — 2012
Bachelor of Arts (B.A.), Chemistry, Magna Cum Laude
Capital Financial Group, LLC June 2010 - Present
SMG November 2004 - June 2010
Education
Haslam College of Business at the University of Tennessee 2008 — 2010
Bachelor's of Science, Accounting and Finance
Capital Financial Group, LLC April 2012 - Present
SolomonWood Financial Advisors December 2011 - May 2012
SolomonWood Financial Advisors April 2011 - December 2011
River City Lawn and Landscapes April 2010 - August 2010
Skills
Insurance, Excel, Budgeting, Microsoft Office, Customer Service, Customer Relations, Word, Outlook, Windows, English, Life insurance, Long Term Care Insurance, Accident Insurance, Health Insurance, Financial Services, Morningstar, Disability Insurance
Education
The University of Tennessee at Chattanooga 2010 — 2012
Bachelor, Science Business Administration; Finance; Finance
The University of Tennessee at Chattanooga 2009 — 2012
Bachelor Of Science College of Business, Finance, 3.7
Chattanooga State Community College 2009 — 2010
Undeclared
Cleantech Open June 2014 - Present
Del Oro Consulting, Inc. @ Cisco Systems December 2013 - Present
Nashville Entrepreneur Center April 2012 - May 2013
Jumpstart Foundry April 2011 - May 2013
Capital Financial Group, LLC December 2010 - April 2011
MassMutual Financial Group June 2009 - December 2010
Saint Mary's College of California March 2009 - October 2010
A.S.A.P. (Association of Strategic Alliance Professionals) January 2009 - September 2010
SolarTech 2009 - 2010
Forrester Research, Inc. October 2004 - November 2007
Skills
New Business Development, Value-based Selling, Complex Sales, Business Relationship..., Territory Planning, Partnership Strategy, Management Consulting, Major Accounts, Global Alliances, Technology Partnerships, Value Based Selling, Executive Level Selling, Business Strategy, Strategic Planning, Marketing Strategy, Marketing Research, Channel Partners, Channel Creation, Building Alliances, Business Alliances, Strategic Partnerships, Partnership Development, Partnership Management, Sales Pipeline..., Startup Consulting, Mentoring, Entrepreneurship, Commercialization, Alliances, Entrepreneur, Consultative Selling, SaaS, Direct Sales, Channel, Strategy Development, Sales Operations, Contract Negotiations, Sales Process, Account Management, International Business, Solution Selling, Start-ups, Key Account Management, Cloud Computing, Market Research, Sales Management, Public Speaking, Social Networking, Cross-functional Team..., Client Development
Education
Saint Mary's College of California 1981 — 1982
Executive Masters (EMBA)
South Dakota School of Mines and Technology 1966 — 1970
B.S.
Huron High School
Amazon October 2013 - Present
Self-Employed August 2012 - Present
Capital Financial Group, LLC April 2013 - October 2013
Renaissance Jet August 2011 - August 2012
Social Flights, LLC December 2010 - August 2011
Corporate Flight Management June 2009 - August 2011
Corporate Flight Management September 2005 - June 2009
CARS May 2004 - August 2005
Spitfire Aviation 2002 - 2003
Vee Neal Aviation 1998 - 2002
Skills
Strategic Leadership, Project Management, Online Advertising, Income Statement, Flight Dispatch, SEO, SMO, Social Media Strategist, Social Media Marketing, Travel Planning, Travel Management, Public Speaking, Creative Writing, Technical Writing, Contract Negotiation, Training, Procedure Manuals, Operations Management, Personnel Management, Management, Customer Service, Charter, Aviation, Flights, Airports, Airlines, Aircraft, Copywriting, Social Media, Flight Safety, Commercial Aviation, Business Aviation, Start-ups, General Aviation, Customer Satisfaction, Marketing, Civil Aviation, Sales, Aerospace, Analysis, P
Education
Mississippi State University 1985 — 1989
BA, History, English and Philosophy
Mountain States Foundation June 2015 - Present
Capital Financial Group, LLC October 2014 - June 2015
Chase54 December 2011 - May 2014
Scratch Golf Clubs May 2009 - December 2011
Sigma Nu Fraternity, Inc. August 2007 - May 2009
Skills
Brand Development, Management, Marketing Strategy, Social Media Marketing, Marketing, Marketing Communications, Product Development, Sports Marketing, Brand Awareness, Event Management, Public Speaking, Event Planning, Sponsorship, Online Marketing, Strategic Partnerships, Promotions, Organizational..., Market Analysis, Cost Analysis, Relationship Management, Sales Management
Education
University of North Carolina at Greensboro 2005 — 2007
MS, Recreation Management
University of North Carolina at Greensboro 2001 — 2005
BS, Commercial Recreation
Capital Financial Group, LLC August 2010 - Present
Cornerstone of Recovery, Inc. April 2009 - June 2010
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
BSBA, Finance, Logistics Collateral
Capital Financial Group, LLC January 2013 - Present
University of Tennessee January 2011 - January 2012
Colortech Inc. 2012 - 2012
25th Infantry Division January 2004 - June 2007
Skills
Customer Service, Financial Analysis, Financial Modeling
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
University of Tennessee-Knoxville 2007 — 2012
Bachelor of Arts (B.A.), Economics
Grossman Heinz June 2013 - Present
Presidential Inaugural Committee December 2012 - January 2013
Democratic National Committee June 2012 - November 2012
Obama-Biden 2012 May 2011 - June 2012
Organizing for America (OFA) at the DNC April 2009 - April 2011
Obama for America February 2008 - December 2008
Morgan Stanley Smith Barney April 2004 - February 2008
Alpha Phi Alpha Fraternity, Inc. District of Illinois February 2001 - April 2007
Capital Financial Group, LLC March 2003 - March 2004
GCG Financial June 2002 - September 2002
Skills
Leadership, Government, Community Outreach, Public Speaking, Strategic Planning, Program Management, Fundraising, Grassroots Organizing, Training, Political Campaigns, Volunteer Management, Budgets, Relationship Management, Coalitions, Political Management, Public Affairs, Project Management, Nonprofits, Grassroots Development, Banking, Credit, Mortgage Lending, Politics, Goal-oriented..., Organizational..., Research, Political Consulting, Policy, Microsoft Excel, Team Leadership, Strategy
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Communications
Providence St. Mel 1994 — 1999
Investacorp, Inc. July 2014 - Present
Capital Financial Group, LLC January 2007 - Present
Summit Brokerage Services, Inc. October 2011 - July 2014
Edward Jones July 1996 - January 2007
MetLife January 1995 - July 1996
Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education
Education
Louisiana State University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
University of Idaho 1989 — 1994
Bachelor of Science (B.S.), Political Science and Government
Capital Financial Group, LLC May 2002 - Present
Skills
Wealth Management, Customer Service, Finance, Long Term Care Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Life Insurance, Permanent Life Insurance, Insurance, Retirement, Disability Insurance, Financial Services, Retirement Planning, Analysis, Portfolio Management
Education
The University of Tennessee at Chattanooga 1992 — 1995
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Capital Financial Group, LLC September 2013 - Present
Skills
Strategic Planning, Money Efficiency, Budgets, Marketing, Research, Project Management
Education
Belmont University 2008 — 2012
Bachelor of Business Administration (BBA)
Avintus Employer Services April 2015 - Present
Avintus February 2014 - April 2015
Home Depot February 2012 - February 2014
Capital Financial Group, LLC August 2013 - November 2013
Olive Garden July 2011 - July 2012
Gerdau Long Steel North America October 2010 - January 2011
Wendy’s Restaurant April 2007 - October 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, Customer Service, English, Outlook, Recruiting, Public Speaking, Leadership, Social Networking, QuickBooks
Education
Lipscomb University 2010 — 2014
Bachelor of Business Administration (BBA), International Business
American Greetings May 2014 - Present
TotalMSK June 2013 - Present
Horning Digital Media March 2013 - Present
Miami University September 2010 - May 2014
IGP and Medica Capital April 2013 - September 2013
Capital Financial Group, LLC April 2012 - December 2012
Skills
Microsoft Office, SharePoint, Oracle SQL, SQL, Communication, Business Analytics, Finance, Personal Finance, Photography, Social Networking, Access, Computer Proficiency, Cold Calling, Field Experience, Sales Experience, Marketing Experience, Social Media Marketing, Personal Branding, Marketing, Healthcare Marketing..., Training
Education
Miami University 2010 — 2014
Finance, Business, Junior
E*TRADE Financial Corporation May 2015 - Present
E*TRADE Financial Corporation August 2014 - Present
Capital Financial Group, LLC November 2012 - July 2014
Marriott International November 2012 - March 2014
Dr. Bob Larry, DDS Dental office January 2011 - May 2011
Enterprise Rent-A-Car September 2008 - May 2009
Fort Valley State University August 2004 - May 2008
Dr. Eddie P. Johnson, DMD Dental Office 2006 - 2008
Iowa State University June 2007 - July 2007
Governor's Honors Program 2002 - 2002
Skills
Public Speaking, Computers, Biology, Sales Management, Customer Service, Microsoft Office, Research, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Word, Youth Mentoring, Outlook, Leadership, Coaching, Problem Solving, Team Leadership, Leadership Development, Qualitative Research, Clinical Research, Sales, Direct Sales, New Business Development, Business Strategy, Sales Process, Business, Cold Calling
Education
Meharry Medical College 2009 — 2012
Dentistry
Fort Valley State University 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Verizon Wireless August 2014 - Present
Baker Realty Company June 2013 - March 2014
Capital Financial Group, LLC May 2013 - August 2013
Baker Realty Company 2011 - 2012
Sigma Alpha Epsilon Fraternity August 2010 - May 2011
Skills
Twitter, Facebook, PowerPoint, Social Media Marketing, Event Planning, Microsoft Excel, Advertising, Public Relations, International Marketing, Illustrator, Photoshop, SPSS, Social Networking
Education
Ashford University 2015 — 2016
Master of Business Administration (M.B.A.), Marketing
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Marketing, International Business Collateral, 3.4
Webb School of Knoxville 2005 — 2009
Capital Financial Group, LLC May 2011 - Present
Education
Fisk University 2002 — 2006
B.S., Financial Economics
Capital Financial Group, LLC July 2010 - Present
Advantage Financial Services 2008 - 2009
Siskin Hospital 1997 - 2007
Tennessee Christian Medical Center 1988 - 1989
Education
The University of Tennessee at Chattanooga 1992 — 1999
MBA, Organizational Design and Behaviors
United States Sports Academy 1988 — 1989
MSS, Exercise Physiology
Southern Adventist University 1984 — 1988
Bachelors, Health, Physical Education and Recreation
Rural Physician Partners, LLC February 2015 - Present
Capital Financial Group, LLC May 2014 - February 2015
Shoemaker Financial February 2013 - May 2014
Merrill Lynch June 2011 - January 2013
Eli Lilly and Company September 2002 - January 2011
Eli Lilly and Company January 2001 - September 2002
Eli Lilly and Company January 1999 - January 2001
Eli Lilly and Company January 1997 - January 1999
U.S. Marine Corps January 1989 - January 1997
Skills
Training, Selling Skills, Urology, Pharmaceutical Sales, Sales, Management, Sales Process, Sales Management, Managed Care, Strategic Planning, Sales Operations, Endocrinology, Leadership Development, Leadership, Product Development, Cold Calling, Sales Rep Training, Selling, Business Development, Cross-functional Team..., Marketing, Team Building, Coaching, Oncology, Product Launch, Salesforce.com, Sales Force Development, Employee Training, Account Management, Strategy, Healthcare, Sales Presentations, Executive Management, Direct Sales, CRM, Business Planning, Forecasting, Market Analysis, Gastroenterology, Cardiology, New Business Development, Small Business, Employee Benefits, Contract Negotiation, Rheumatology, Competitive Analysis, Process Improvement
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science, Public Management
Regions Financial Corporation August 2014 - Present
BB&T October 2013 - August 2014
Capital Financial Group, LLC February 2011 - October 2013
Ameriprise Financial May 2010 - January 2011
Ameriprise Financial October 2007 - April 2010
Skills
Finance, Retirement, Financial Planning, Estate Planning, Investments, Insurance, Financial Services, Securities, Disability Insurance, Microsoft Office
Education
The University of Tennessee at Chattanooga 2005 — 2009
Business Administration, Accounting and Finance
Ooltewah High School 2001 — 2005
Deploma
Regions Insurance August 2014 - Present
Capital Financial Group, LLC 1971 - Present
Regions Bank 2014 - 2015
Regions Bank 2014 - 2015
Regions Bank 2014 - 2015
Zalowitz Frisch Benefits Group January 1971 - July 2014
Skills
Analysis, Customer Service, Financial Planning, Healthcare, Financial Services, Investments, Management, Negotiation, Portfolio Management, Program Management, Risk Management, Series 63, Strategic Financial..., Strategic Planning, Term Life Insurance, Underwriting, Wealth Management
Education
University of Oklahoma 1964 — 1969
Bachelor of Science (B.S.), Mathematics and Computer Science
Cricket Communications October 2009 - April 2011
Cricket Communications October 2009 - April 2011
Cogent Healthcare December 2007 - March 2009
Capital Financial Group, LLC May 2007 - December 2007
Lipscomb University Alumni Relations August 2006 - May 2007
Countrywide Home Loan June 2004 - January 2006
RE/MAX Premier Properties January 1999 - January 2006
Education
Lipscomb University 2004 — 2009
Bachelor of Business Administration, Finance/International Business
Center Street Securities July 2013 - Present
Examiner.com April 2009 - Present
Capital Financial Group, LLC June 2012 - July 2013
Genesco 2010 - 2012
Maurices 2008 - 2010
Education
International Academy of Design and Technology-Nashville 2004 — 2005
Interior Design
Tennessee Technological University 1999 — 2003
Human Ecology, Merchandising and Buying Operations
Hume Fogg High School 1994 — 1999
Honors Diploma
Meigs Magnet School
Capital Financial Group, LLC 2010 - Present
Capital Financial Group, LLC February 2010 - January 2015
Capital Financial Group LLC February 2010 - July 2011
First Command Financial Planning February 2004 - February 2010
United States Army May 1998 - February 2004
Education
Leadership Knoxville
United States Military Academy at West Point 1994 — 1998
Bachelors, Economics
Capital Financial Group, LLC November 2014 - August 2015
Regions Financial Corporation June 2006 - August 2014
Skills
Financial Services, Loans, Mortgage Lending, Fixed Annuities, Insurance, Banking, Customer Relations, Leadership, Sales Management
Education
Sewanee-The University of the South
Bachelor of Arts (BA), Foreign Languages, Literatures, and Linguistics
Tennessee State University
Master of Business Administration (MBA), Business Administration and Management, General
Pilot Flying J May 2014 - Present
Capital Financial Group, LLC December 2010 - April 2014
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, Strategic Financial..., Investments, Life Insurance, Securities
Education
King College 2012 — 2013
Bachelor of Business Administration (BBA)
AIG September 2013 - Present
Vanderbilt Home Care Services May 2013 - September 2013
Home Healthcare of Middle Tennessee January 2013 - September 2013
Capital Financial Group, LLC August 2012 - December 2012
The Maria Y Bristol Insurance Agency July 2007 - December 2012
Farmers Insurance Group July 2007 - July 2012
Nationwide Insurance August 2003 - July 2007
Aetna Financial December 2000 - December 2002
Nationwide Insurance April 1996 - December 2000
US Army May 1987 - July 1992
Skills
Finance, Insurance, Financial Services, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Planning, Retirement Planning, Customer Service, Small Business, Marketing
Education
United States Military Academy at West Point 1983 — 1987
Bachelor of Science, International Relations
Hilliard High School 1979 — 1983
Diploma, General
Capital Financial Group, LLC September 2013 - Present
Iroquois Consulting Ltd. July 2012 - July 2013
KPMG LLP August 2007 - June 2012
O'Neil Hagaman, PLLC September 2005 - August 2007
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2007
Master of Accountancy
University of Mississippi 2000 — 2004
Bachelor of Accountancy
Montgomery Bell Academy 1997 — 2000
Kalexis Management Group March 2015 - Present
Capital Financial Group, LLC November 2012 - March 2015
The Covenant Group Ins. & Fin. Svc., LLC July 2011 - September 2011
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Underwriting, Banking, Commercial Banking, Credit Risk, Treasury Management, Small Business Lending, Asset Based Lending
Education
The University of Tennessee at Chattanooga 2003 — 2011
BS, Finance
Fidelity Investments June 2014 - Present
Capital Financial Group, LLC May 2009 - June 2014
MLO Appliances May 2008 - August 2008
Petters Group Worldwide 2008 - 2008
Scripps Networks 2008 - 2008
Education
Maryville College 2005 — 2009
BA, Business Management
Knoxville Catholic
Principal Financial Group June 2012 - Present
Capital Financial Group, LLC November 2011 - June 2012
Principal Financial Group September 2006 - October 2011
Principal Financial Group May 1973 - July 2006
Education
The University of Memphis 1986 — 1988
Germantown High School 1968 — 1972
Capital Financial Group, LLC 2008 - Present
Education
University of Mississippi 2003 — 2007
B.B.A., Banking & Finance
University of Mississippi - School of Business Administration 2003 — 2007
B.B.A., Banking & Finance
Capital Financial Group, LLC January 2009 - Present
Down Syndrome Association of Middle Tennessee January 2013 - Present
ARC of Davidson County May 2013 - December 2014
Education
Haslam College of Business at the University of Tennessee 2006 — 2008
Finance, Finance/International Business
Auburn University 2004 — 2006
Architecture
MLKing Magnet 1998 — 2004
Capital Financial Group, LLC July 2015 - Present
Bedroc, Inc. March 2015 - June 2015
Bedroc, Inc. December 2014 - March 2015
Peak 10 May 2013 - September 2014
LivingSocial April 2011 - March 2013
The Sherman Group 2011 - 2013
Freelance 2011 - 2013
The Recording Academy June 2008 - July 2010
Skills
Event Management, Entertainment, Event Planning, Social Media, Public Relations, Music, Editing, Live Events, Music Industry, Video, Recording, Leadership, Nonprofits, Management, Social Networking, Creative Direction, Social Media Marketing
Education
Agnes Scott College 2008 — 2010
BS, Psychology
Atlanta International School
Miami Dolphins & Sun Life Stadium February 2015 - Present
Miami Dolphins & Sun Life Stadium June 2014 - February 2015
University of Tennessee at Chattanooga January 2014 - May 2014
Bluff View Art District May 2012 - April 2014
Capital Financial Group, LLC May 2013 - July 2013
Skills
Customer Service, Time Management, Management, Ticket Sales, Event Management, Team Building, Dependable Team Player, Marketing, Event Planning, Sports Management, Public Speaking, Sports, Highly detail oriented, Business, Interpersonal Skill, Communication Skills, Adaptability, Communication, Microsoft Excel, Microsoft Office, Social Media, PowerPoint
Education
The University of Tennessee at Chattanooga 2008 — 2014
Bachelor of Science (B.S.), Criminal Justice
HCA IT&S April 2015 - Present
HCA IT&S May 2013 - April 2015
Sleep Centers of Middle Tennessee, PLLC May 2012 - May 2013
Capital Financial Group, LLC January 2013 - April 2013
Chuy's March 2010 - May 2012
Skills
Financial Analysis, Financial Reporting, Team Leadership, Team Management, Leadership, Microsoft Excel, QuickBooks, Oral & Written..., Social Networking, Organization, Event Planning, Microsoft Office, Accounts Receivable, Management, Accounts Payable, Accounting, Microsoft Word, PowerPoint
Education
Middle Tennessee State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Dobyns-Bennett High School 2005 — 2009
Alliance Sotheby's International Realty August 2015 - Present
Parker + Lynch July 2014 - January 2015
Capital Financial Group, LLC September 2013 - June 2014
Revenue Recovery Corporation May 2012 - August 2012
Knox County District Attorney February 2011 - July 2011
Morgan Stanley September 2010 - December 2010
Bill Haslam for Governor May 2010 - August 2010
Hood Law Firm May 2009 - August 2009
Skills
Marketing, Interviews, Recruiting, Networking, Staffing Services, Permanent Placement, Career Counseling, Resume Writing, Executive Staffing, Talent Acquisition, Internet Recruiting, Executive Search, Community Service, Accounting Recruitment, Financial Recruiting, Temporary Placement, Event Planning, Nonprofits, PowerPoint, Cold Calling, Time Management, Leadership, Public Speaking, Strategic Planning, Research, Analysis, Team Building, Budgets, Financial Services
Education
Charlotte School of Law 2011 — 2012
Juris Doctor Candidate
Clemson University 2006 — 2010
Bachelor of Arts, Political Science & Spanish, Official GPA: 3.67/4.0
Webb School of Knoxville 2002 — 2006
Capital Alignment Partners May 2015 - Present
Sewanee Volunteer Fire Department April 2012 - May 2015
Anchor Capital Advisors December 2014 - January 2015
Capital Financial Group, LLC May 2013 - August 2013
Education
Sewanee-The University of the South 2011 — 2015
Bachelor’s Degree, Economics, Minor in Business Finance
Capital Financial Group, LLC January 2015 - Present
Market Shanks, LLC January 2013 - January 2015
Strategic Edge Inc December 2011 - January 2015
Skills
Business Strategy, Risk Management, Entrepreneurship, Management, New Business Development, Small Business, Start-ups, Team Building, Exit Strategies, Operations Management, Business Planning, Real Estate Economics, Construction Management, Mergers, Riskwatch, Mergers & Acquisitions, Security Clearance, Army, Military, Business Management, Financial Markets, Finance, Financial Services, Insurance, Leadership
Education
Middle Tennessee State University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nashville School of Real Estate 2005 — 2006
Real Estate Course, Real Estate, Pass
Forrest High School 2001 — 2004
Capital Financial Group, LLC February 2015 - Present
Financial services industry August 2011 - January 2015
Self Employed 2005 - 2010
Coker Tire February 2003 - June 2005
SI Corporation 2001 - 2002
Skills
College Recruiting, Financial Recruiting, Hands-on Leadership, Interviewing Skills, Recruiting, Training, Communication, Multi-tasking Skills, Time Management, Thought Leadership, Retirement, Term Life Insurance, Public Relations, Insurance, Leadership, Public Speaking, Fixed Annuities, Small Business, Life Insurance, Customer Service, Long Term Care Insurance, Long-term Care, Microsoft Office, Sales, Marketing, Employee Benefits, Disability Insurance, Team Building
Education
The University of Tennessee at Chattanooga 1996 — 2002
Bachelor of Arts (B.A.), Business/Corporate Communications
Chattanooga Christian 1991 — 1996
Capital Financial Group, LLC August 2011 - Present
NAIFA-Nashville May 2014 - June 2015
NAIFA-Nashville May 2013 - May 2014
United States Navy May 2004 - August 2011
Education
University of Oklahoma - Price College of Business 2009 — 2011
Masters
United States Naval Academy 2000 — 2004
BS
Northwestern Mutual May 2015 - Present
UBS Investment Bank June 2014 - January 2015
Capital Financial Group, LLC September 2013 - October 2013
Zycron May 2011 - July 2011
Skills
Process Improvement, SQL, Technical Recruiting, Customer Service, Access, SharePoint, Visio, Program Management, Microsoft Excel, Business Analysis, Microsoft Office, PowerPoint, Team Leadership, Financial Modeling, Microsoft Word, Leadership, Public Speaking, Social Media, Social Networking, Event Planning, Research, Social Media Marketing, Marketing, Finance, Financial Analysis, Sales, Teamwork, Management, Public Relations, Event Management
Education
Belmont University 2010 — 2014
Bachelor's, Accounting and Business/Management
Hampton University
Hampton University
Capital Financial Group, LLC June 2015 - Present
Capital Financial Group, LLC June 2014 - June 2015
University of Tennessee May 2011 - August 2011
Zach's Lawn Care Service March 2008 - August 2010
Stoney Brook Golf Course April 2008 - September 2008
Skills
Leadership, Customer Service, Microsoft Excel, Time Management, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Team Building
Education
Austin Peay State University 2013 — 2014
Bachelor's degree, Finance
Walters State Community College 2010 — 2013
Associates, Business
Capital Wealth Advisors, LLC July 2015 - Present
Capital Financial Group, LLC March 2015 - May 2015
Diversified Trust October 2012 - March 2015
Diversified Trust February 2006 - October 2012
McVean Trading & Investments March 1999 - February 2004
Skills
Wealth Management, Fixed Income, Portfolio Management, Financial Services, Investments, Financial Planning, Asset Management, Asset Managment, Alternative Investments, Process Improvement, Mutual Funds, Management, Procedure Development, Operational Excellence, Onboarding, Client Relations, Conflict Resolution, Financial Analysis, Finance
Education
The University of Memphis 1999 — 2004
BA, Marketing
Heartland Legacy Financial January 2013 - Present
Capital Financial Group, LLC February 2013 - June 2015
New York Life Insurance Company December 2010 - December 2012
US Army December 1998 - December 2010
Skills
Leadership, Disability Insurance, Sales, Military Experience, Insurance, Customer Service, Employee Benefits, Entrepreneurship, IRAs, Retirement, Management, Finance, Financial Services, Securities, Life Insurance, Investments, Term Life Insurance, Member NAIFA, Fixed Annuities, Small Business, Public Speaking
Education
Austin Peay State University
Capital Financial Group, LLC January 2015 - Present
Brookdale Senior Living April 2013 - December 2014
Touchstone Medical Imaging, LLC January 2011 - March 2013
Touchstone Medical Imaging, LLC October 2008 - December 2010
Flood Bumstead McCready & McCarthy January 2008 - August 2008
Northwestern Mutual May 2007 - October 2007
American Songwriter August 2004 - May 2007
Skills
Mergers & Acquisitions, Financial Analysis, Forecasting, Marketing, Accounting, Business Development, Management, Budgets, Competitive Analysis, Finance, Financial Modeling, Leadership, Investments, Auditing, Financial Reporting, Valuation, Healthcare
Education
Belmont University - Jack C. Massey Graduate School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Marketing
Washington and Lee University 1998 — 2002
B.S., Business Administration
MBA
SunTrust Bank August 2014 - Present
Chattanooga Friends October 2012 - Present
Regions Financial Corporation July 2013 - August 2014
Eddie Bauer December 2012 - August 2013
Fresh to Order April 2013 - July 2013
Capital Financial Group, LLC June 2012 - February 2013
Tommy Hilfiger April 2011 - June 2012
Eddie Bauer May 2009 - April 2011
Hollister Co. May 2008 - May 2009
Chick-fil-A October 2006 - November 2007
Skills
Marketing, Recruiting, Sales, Bloomberg, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Sales Management, Social Networking, Outlook, Event Planning, Financial Analysis, Team Building, New Business Development, Retail, Time Management, Fundraising, Advertising, Insurance, Facebook, Visual Merchandising, Business Planning, Cold Calling, Loss Prevention, Fashion, Training, Coaching, Finance, Retail Sales, Banking, Credit, Strategic Financial..., Hiring, Financial Services, Cash Management, Retirement Planning, Sales Presentations, Investments, Life Insurance, Interviews, Retirement, Small Business Lending, Community Outreach, Disability Insurance, Fixed Annuities
Education
The University of Tennessee at Chattanooga 2008 — 2012
BS, Finance: Investments
Liberty University 2008 — 2009
Leadership
Capital Financial Group, LLC June 2015 - Present
Kappa Alpha Order November 2013 - December 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Management
Education
The University of Tennessee at Chattanooga 2012 — 2016
Business Finance
David's Bridal December 2014 - June 2015
Zanies Comedy Club January 2014 - March 2015
Compass Rose Events May 2014 - October 2014
Chipotle Mexican Grill May 2013 - March 2014
Capital Financial Group, LLC May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Customer Service, Event Planning, Social Networking, Public Speaking, Marketing, Social Media Marketing, Research, Public Relations, Teamwork, Leadership
Education
Middle Tennessee State University 2010 — 2014
Bachelor of Science (B.S.), Journalism- Public Relations, Economics, Business Administration
Franklin High School 2005 — 2009
Capital Financial Group, LLC February 2015 - Present
Education
Auburn University 2003 — 2007
Bachelor of Human Science
Briarwood Christian High School
Ohio University April 2015 - Present
Ohio University December 2013 - Present
Raymond James Financial Inc. 2004 - 2008
J.P. Morgan 2003 - 2005
Capital Financial Group, LLC 1978 - 1995
Skills
Financial Accounting, Financial Analysis, Corporate Finance, Financial Planning, Commercial Banking, Event Management, Human Resources, Finance, Management, Credit
Education
Ohio University 2014 — 2015
Bachelor of Science in Applied Mangement, Business Administration and Management, General
Ohio University 2013 — 2015
Bachelor of Science Applied Management, Applied Management
Capital Financial Group, LLC 1984 - Present
Education
The University of Memphis 1979 — 1984
BBA, Accountancy
Federated Insurance Company January 2015 - Present
Federated Insurance Company June 2014 - January 2015
The AroundCampus Group May 2013 - August 2013
Capital Financial Group, LLC September 2012 - December 2012
Vector Marketing April 2012 - September 2012
Sigma Alpha Epsilon Fraternity January 2011 - August 2012
Skills
Sales, Time Management, Cold Calling, Property & Casualty..., Workers Compensation, Life Insurance, Disability Insurance, Customer Service, Account Management, Advertising
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Bachelor's degree, Marketing
Christian Brothers High School 2006 — 2010
Humana September 2013 - Present
Capital Financial Group, LLC January 2012 - June 2012
Kelly Financial Resources April 2011 - August 2011
National Community Foundation February 2010 - April 2011
Principal Financial Group February 2006 - June 2010
Sears Holdings Corporation August 2002 - February 2006
Stones River Motors 1999 - 2002
Skills
Series 6, Series 63, Fixed Annuities, Non-profits, Personal Finance, Annuities, Financial Services, Retirement Planning, Portfolio Management, Insurance, Selling, Strategic Financial..., Disability Insurance, Securities, Relationship Management, Employee Benefits, Coaching, Leadership, Retirement, Risk Management, Finance, Sales, Business Development, Strategic Planning, Financial Advisory
Education
Middle Tennessee State University
B.S
Oakland High School 1993 — 1997
Blair's Estate Sales January 2004 - Present
Capital Financial Group, LLC January 2005 - October 2007
Skills
Antiques, Furniture, Art, Appraisals, Interior Design, Collectibles, Furnishings, Jewelry, Lighting, Retail, Estate Sales, Trade Shows, Customer Service, Public Speaking
Education
The University of Tennessee at Chattanooga 2004 — 2008
BS, Marketing
McCallie School 2000 — 2004
Diploma
Pro-Ad Sports August 2014 - Present
Access America Transport September 2011 - August 2014
Capital Financial Group, LLC September 2010 - May 2011
Republic Parking System July 2007 - June 2008
Duffy's Love Shack July 2006 - May 2007
Skills
Supply Chain Management, Transportation, Sales, 3PL, Logistics, Aviation, Negotiation, Appointment Scheduling, Restaurants, Vendor Management, Leadership, Supply Chain, Freight, Retail, Process Scheduler, Logistics Management, LTL, Warehousing, Truckload, Transportation..., Container, Operations Management, Trucking, Customer Satisfaction, Shipping, Inventory Management, Distribution Center..., Pricing, Purchasing, International Logistics, Reverse Logistics, Cold Calling, Flatbed, Supply Chain..., Freight Forwarding, Contract Negotiation, Rail, Transportation Planning, Fleet Management, Air Freight, Process Improvement, Inventory Control, FTL, Procurement, Sales Operations, Ocean, Warehouse Management, Freight Brokerage, Dry Van, Heavy Haul
Education
The University of Georgia 2003 — 2006
Consumer Economics
University of Mississippi 2001 — 2003
The McCallie School 1995 — 2001
High School
Symmetry Partners June 2011 - Present
Wellness Financial Advisors January 2009 - June 2011
Capital Financial Group, LLC January 2008 - January 2009
Avondale Partners, LLC January 2007 - July 2007
Students in Free Enterprise (SIFE) January 2007 - July 2007
Education
2015 Level III Candidate in the CFA Program
Belmont University 2004 — 2007
BBA, Finance
University of Maryland College Park 2003 — 2004
BA, Architecture
Principal Financial Group January 2015 - September 2015
Capital Financial Group, LLC 2013 - 2015
Education
Middle Tennessee State University 2004 — 2008
Bachelor's degree
AXA Advisors October 2007 - December 2011
Capital Financial Group, LLC March 2007 - October 2007
Wayne Water Systems January 2006 - October 2006
DSS, Inc. June 1998 - November 2005
Education
Purdue University 2000 — 2005
BS, Industrial Engineering
Capital Financial Group, LLC September 2007 - Present
Lincoln Financial Advisors May 2001 - September 2007
Education
Lipscomb University 1998 — 2001
Lipscomb University 1998 — 2001
Northstar Wealth Management January 2015 - Present
Capital Financial Group, LLC May 2008 - January 2015
Skills
Securities, Retirement Planning, Finance, Life Insurance, Financial Analysis, Investments, Strategic Financial..., Strategy, Loan Origination, Insurance, Customer Service, Sales Process, Estate Planning, Series 7, Investment Advisory
Education
Middle Tennessee State University 2004 — 2008
Bachelor, Finance
Capital Financial Group, LLC January 2015 - Present
New York Life Insurance Company August 2013 - December 2014
Covenant College February 2008 - July 2013
SunTrust Bank 2006 - 2007
UnumProvident 2003 - 2005
Chattanooga Convention & Visitors Bureau 1997 - 1998
Chattanooga Convention & Visitors Bureau 1997 - 1998
Skills
Higher Education, Research, Teaching, Event Planning, PowerPoint, Microsoft Office, Leadership Development, Editing, Nonprofits, Microsoft Excel, Customer Service, Microsoft Word
Education
University of Mississippi 1997 — 2002
B.B.A., B.A., International Business, German
Chattanooga Christian School 1986 — 1997
Chattanooga Christian School
Capital Financial Group, LLC May 2011 - Present
Capital Financial Group, LLC 2009 - May 2011
Capital Financial Group, LLC June 2007 - July 2009
Education
United States Military Academy at West Point 1998 — 2002
Bachelor of Science (BS), General Management
QOL Designs June 2013 - Present
Fountain Financial Group 2012 - 2013
Insurance and Planning Solutions June 2010 - September 2012
Capital Financial Group, LLC October 2007 - May 2010
Karns Elementary School / Knox County Schools, TN August 2000 - May 2007
Skills
Quality of Life Designs, Coaching, Small Business, Public Speaking, Risk Management, Disability Insurance, Life Insurance, Sales, Long-term Care, Term Life Insurance, Fixed Annuities, Insurance, Microsoft Office, Financial Services, Financial Analysis, Retirement, Health Insurance
Education
Lutheran Theological Seminary at Gettysburg 1971 — 1975
M.Div., Practice of Ministry
Newberry College 1967 — 1971
Bachelor or Arts, Psychology
Capital Financial Group, LLC March 2000 - Present
Education
Belmont University 1990 — 1994
BA, English, Education
Capital Financial Group, LLC February 2009 - Present
Forum Mortgage Bancorp November 2008 - March 2009
American Mortgage and Real Estate Services, Inc August 1992 - November 2008
Skills
Microsoft Word, Strategic Planning, Budget, Analysis, Financial Analysis, Risk Management, Strategy, Forecasting, Mortgage Lending, Leadership, Leadership Development, New Business Development, Budgets, Contract Negotiation, Finance, Banking, Public Speaking, Customer Service, Insurance, Financial Modeling, Loans, Process Improvement, Business Analysis, Portfolio Management
Education
Loyola University Chicago 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Capital Financial Group, LLC February 2012 - Present
Delaware North Companies December 2010 - August 2012
Flood Bumstead McCready & McCarthy March 2009 - September 2010
Evergreen Copyrights March 2006 - February 2010
CMT December 2005 - March 2006
Education
Belmont University 2004 — 2005
Bachelors of Business Administration, Business/Music Business
GBP, Inc May 1995 - Present
Capital Financial Group, LLC May 2013 - July 2014
Northwestern Mutual Wealth Management Company August 1997 - August 2012
Northwestern Mutual Investment Services August 1997 - August 2012
Northwestern Mutual Financial Network August 1981 - August 2012
Skills
Retirement Planning, Estate Planning, Investments, Disability Insurance, Life Insurance, Finance, Wealth Management, Fixed Annuities, Public Speaking, Insurance, Financial Services, Asset Allocation, Investment Advisory, Strategic Planning, Management, Leadership, Investment Strategies, Sales, Marketing, Marketing Strategy, Social Media, Private Foundations, Foundations, Employee Benefits, Strategic Financial..., Term Life Insurance, Accounting, Wealth, Customer Service, Asset Management, Fundraising, Financial Analysis, 401k, Investment Management, Small Business, Financial Planners, Long Term Care Insurance
Education
Sewanee-The University of the South 1977 — 1981
BA, Economics
Oak Ridge High School 1975 — 1977
11th & 12th
Capital Financial Group, LLC May 2009 - Present
Skills
Insurance
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
Bachelor of Science in Business Administration, Finance
Capital Financial Group, LLC July 2013 - Present
Proctor Family July 2011 - June 2013
Cracker Barrel August 2009 - December 2010
Ruby Tuesday March 2009 - July 2009
Gap Inc./Old Navy May 2008 - January 2009
Education
University of Tennessee-Health Science Center 2013 — 2016
Master's degree, Health Informatics and Information Management
Middle Tennessee State University 2009 — 2012
Bachelor's degree, Liberal Studies with a minor in Business Administration
The Impact Partnership May 2013 - Present
The Impact Partnership June 2013 - May 2014
Dealer's Warehouse March 2012 - June 2013
Capital Financial Group LLC May 2011 - March 2012
Skills
Solar Energy, Energy, Microsoft Excel, Alternative Energy, Microsoft Office, Customer Service, Financial Analysis, Public Speaking, Microsoft Word, PowerPoint, Insurance, Sales, Marketing, Strategic Planning, Outlook, Contract Negotiation, Finance, Leadership, Sales Management, Account Management, Solar Thermal, Sales Operations, Analysis, Management, Cold Calling, Social Networking, Advertising, Marketing Strategy, Social Media Marketing, Training, Marketing Communications, Email Marketing
Education
Maryville College 2007 — 2011
BA, Business and Organization Management
Beech High School 2003 — 2007
High School Diploma
Jackson National Life June 2014 - Present
Jackson National Life August 2013 - June 2014
Jackson National Life December 2011 - August 2013
Capital Financial Group, LLC March 2010 - December 2011
Edward Jones August 2006 - March 2010
Skills
Retirement, Strategic Financial..., Insurance, Securities, Employee Benefits, Financial Services, Retirement Planning, Fixed Annuities, Life Insurance, Investments, Series 63, Disability Insurance, Portfolio Management, Estate Planning, Financial Analysis
Education
Haslam College of Business at the University of Tennessee 2001 — 2006
B.S., Marketing
Fort Sanders Yacht Club 2013 - Present
Capital Financial Group, LLC March 2012 - October 2013
Self Employed May 2003 - December 2011
Merrill Lynch May 2011 - August 2011
Tom Jones Drug August 1998 - May 2003
Skills
Finance, Strategic Financial..., Marketing, Disability Insurance, Life Insurance, Team Building, Strategic Planning, Retirement Planning, Customer Service, Securities, Leadership, Retirement
Education
Lynchburg College 2010 — 2011
Bachelor of Arts (B.A.), Economics
Humboldt State University 2006 — 2007
B.S., Economics
Lynchburg College 1999 — 2002
B.S., Biology
Brookdale September 2015 - Present
Brookdale Senior Living January 2014 - August 2015
Brookdale Senior Living August 2011 - January 2014
Capital Financial Group, LLC October 2010 - July 2011
Life Care Centers of America January 2009 - March 2010
The Little Clinic 2010 - 2010
Gentiva Healthcare - Hospice Division January 2008 - December 2008
Skills
Customer Service, Leadership, Budgets, Finance, Team Building, Process Improvement, Strategic Planning, Sales, Financial Analysis, Healthcare, Financial Modeling, Financial Reporting, Microsoft Excel, Financial Services
Education
Tennessee Technological University 2007 — 2008
MBA, Finance
Tennessee Technological University 2002 — 2007
BS, Finance
SunTrust Bank October 2013 - Present
Capital Financial Group, LLC June 2008 - October 2013
Education
The University of Tennessee at Chattanooga
University of Tennessee-Knoxville
McCallie School 1999 — 2003