Capital Financial Group, LLC

Industry: Company

Description

Founded: 1895 Parent organization: Massachusetts Mutual Life Insurance Company

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Capital Financial Group, LLC Employees

Employee
Years
Job
Industry
Brittany Small Brittany Small Greater Nashville Area Details
Brittany Small's Capital Financial Group, LLC Experience August 2014 - Present
Job Associate at Capital Financial Group, LLC
Industry Hospital & Health Care
Experience
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

Parker Molitor Parker Molitor Murfreesboro, Tennessee Details
Parker Molitor's Capital Financial Group, LLC Experience May 2010 - July 2012
Job Financial Advisor at RAI Advisors, Inc.
Industry Financial Services
Experience
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

Elizabeth Wei Elizabeth Wei Knoxville, Tennessee Area Details
Elizabeth Wei's Capital Financial Group, LLC Experience January 2013 - May 2013
Job Legal Coordinator at 21st Mortgage Corporation
Industry Investment Banking
Experience
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

Leasa C. McKay Leasa C. McKay Chattanooga, Tennessee Area Details
Leasa C. McKay's Capital Financial Group, LLC Experience July 2014 - May 2015
Job Insurance & Financial Services Professional
Industry Insurance
Experience
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

Ewing Carruthers Ewing Carruthers Chattanooga, Tennessee Details
Ewing Carruthers's Capital Financial Group, LLC Experience January 2015 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Jonathan Trent Jonathan Trent Atlanta, Georgia Details
Jonathan Trent's Capital Financial Group, LLC Experience June 2011 - April 2012
Job Territory Account Leader at Ethicon I MBA Candidate at Emory University Goizueta Business School
Industry Hospital & Health Care
Experience
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

Jared Wenger Jared Wenger Franklin, Tennessee Details
Jared Wenger's Capital Financial Group, LLC Experience April 2014 - August 2014
Job Graduate Assistant for Leadership Programs and Fraternity & Sorority Life at University of Tennessee at Chattanooga
Industry Financial Services
Experience
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

Kurt Purvis Kurt Purvis Charleston, South Carolina Details
Kurt Purvis's Capital Financial Group, LLC Experience February 2014 - April 2014
Job Wine Consultant
Industry Marketing and Advertising
Experience
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

Anthony Botley Anthony Botley Phoenix, Arizona Area Details
Anthony Botley's Capital Financial Group, LLC Experience June 2014 - August 2014
Job Application Support Specialist at Orion Health
Industry Information Technology and Services
Experience
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

Seamus McNally Seamus McNally Knoxville, Tennessee Area Details
Seamus McNally's Capital Financial Group, LLC Experience 2006 - July 2010
Job Vice President at Scott Benefit Services
Industry Insurance
Experience
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 L.A. McCrae Knoxville, Tennessee Area Details
L.A. McCrae's Capital Financial Group, LLC Experience May 2014 - December 2014
Job Visionary Leadership. Strategic Thinking. Facilitating Transformation. Cultivating YOUR best.
Industry Financial Services
Experience
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

Jeff Loos, ChFC Jeff Loos, ChFC Knoxville, Tennessee Area Details
Jeff Loos, ChFC's Capital Financial Group, LLC Experience November 2007 - August 2010
Job Financial Advisor Since August 1, 1989
Industry Financial Services
Experience
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

Byron Peacher Byron Peacher Murray, Kentucky Details
Byron Peacher's Capital Financial Group, LLC Experience April 2013 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Jennifer Lowry D'Andrea Jennifer Lowry D'Andrea Greater Nashville Area Details
Jennifer Lowry D'Andrea's Capital Financial Group, LLC Experience August 2011 - Present
Job Administrative Assistant at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Devan Pickett Devan Pickett Chattanooga, Tennessee Details
Devan Pickett's Capital Financial Group, LLC Experience January 2013 - April 2013
Job Demand Planning and Merchandising Analyst at Bridgestone
Industry
Experience
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

Canute Birch Canute Birch Chattanooga, Tennessee Area Details
Canute Birch's Capital Financial Group, LLC Experience October 2014 - Present
Job Financial Professional
Industry Financial Services
Experience
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

Christianna Kendall Christianna Kendall Nashville, Tennessee Details
Christianna Kendall's Capital Financial Group, LLC Experience March 2008 - July 2008
Job Hedis Technical Reporting Solutions Consultant
Industry Hospital & Health Care
Experience
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

Daniel Cage Daniel Cage Brentwood, Tennessee Details
Daniel Cage's Capital Financial Group, LLC Experience August 2014 - Present
Job Financial Service Rep at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Robert Burks, MBA Robert Burks, MBA Nashville, Tennessee Details
Robert Burks, MBA's Capital Financial Group, LLC Experience April 2014 - May 2015
Job Investment Consultant with Fidelity Investments
Industry Financial Services
Experience
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

David C. Mitchell, Jr. David C. Mitchell, Jr. Murfreesboro, Tennessee Details
David C. Mitchell, Jr.'s Capital Financial Group, LLC Experience January 2013 - April 2013
Job Financial Advisor | Raymond James Financial Services
Industry Financial Services
Experience
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

Joseph Mulla, MBA, MS, AFC®, CMFC® Joseph Mulla, MBA, MS, AFC®, CMFC® Charlotte, North Carolina Details
Joseph Mulla, MBA, MS, AFC®, CMFC®'s Capital Financial Group, LLC Experience August 2013 - August 2013
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
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

Jonathan Czopek Jonathan Czopek Greater Chicago Area Details
Jonathan Czopek's Capital Financial Group, LLC Experience October 2009 - March 2010
Job Client Service Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
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

Gina Lynette Gina Lynette Greater Nashville Area Details
Gina Lynette's Capital Financial Group, LLC Experience September 2008 - April 2009
Job Coach, Facilitator, Trainer at Pointing Forward
Industry Professional Training & Coaching
Experience
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

Norman Washington II Norman Washington II Greater Nashville Area Details
Norman Washington II's Capital Financial Group, LLC Experience February 2013 - Present
Job Sports Manager: RMG Sports Group, Inc
Industry Sports
Experience
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

Jorge Pleitez Jorge Pleitez Orlando, Florida Area Details
Jorge Pleitez's Capital Financial Group, LLC Experience May 2013 - August 2013
Job Senior Financial Analyst at Florida Hospital
Industry Financial Services
Experience
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

Brent Christian Brent Christian Knoxville, Tennessee Area Details
Brent Christian's Capital Financial Group, LLC Experience June 2010 - Present
Job Financial Planner
Industry Financial Services
Experience
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

Samuel Britton Samuel Britton Soddy Daisy, Tennessee Details
Samuel Britton's Capital Financial Group, LLC Experience April 2012 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Dennis Lyftogt Dennis Lyftogt Austin, Texas Area Details
Dennis Lyftogt's Capital Financial Group, LLC Experience December 2010 - April 2011
Job Consultant, Go To Market Strategy & Execution
Industry Information Technology and Services
Experience
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

Jon Anne Doty Jon Anne Doty Greater Nashville Area Details
Jon Anne Doty's Capital Financial Group, LLC Experience April 2013 - October 2013
Job Redefining my professional life using my unique skillsets
Industry Retail
Experience
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

Mike Hammontree Mike Hammontree Johnson City, Tennessee Details
Mike Hammontree's Capital Financial Group, LLC Experience October 2014 - June 2015
Job Corporate Director, Niswonger Golf Classic at Mountain States Foundation
Industry Sports
Experience
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

Bryan Powell Bryan Powell Knoxville, Tennessee Area Details
Bryan Powell's Capital Financial Group, LLC Experience August 2010 - Present
Job Financial Planner
Industry Financial Services
Experience
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

John Shope John Shope Knoxville, Tennessee Area Details
John Shope's Capital Financial Group, LLC Experience January 2013 - Present
Job Financial Services Professional at Capital Financial Group
Industry Financial Services
Experience
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

Lee Goodall Lee Goodall Washington D.C. Metro Area Details
Lee Goodall's Capital Financial Group, LLC Experience March 2003 - March 2004
Job Marketing, Outreach, & Government Affairs Consultant | Public Speaker | Political Strategist
Industry Government Relations
Experience
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

Ian James Ian James Baton Rouge, Louisiana Area Details
Ian James's Capital Financial Group, LLC Experience January 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Sean Vereen Sean Vereen Chattanooga, Tennessee Area Details
Sean Vereen's Capital Financial Group, LLC Experience May 2002 - Present
Job Financial Advisor at Capital Financial Group
Industry Financial Services
Experience
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

Dean Myers Dean Myers Nashville, Tennessee Details
Dean Myers's Capital Financial Group, LLC Experience September 2013 - Present
Job Financial Services Professional at Capital Financial Group
Industry Consumer Goods
Experience
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)

Henry Baires Henry Baires Nashville, Tennessee Details
Henry Baires's Capital Financial Group, LLC Experience August 2013 - November 2013
Job Tax & Accounting Specialist at Avintus Employer Services
Industry Accounting
Experience
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

Victoria Horning Victoria Horning Bentonville, Arkansas Details
Victoria Horning's Capital Financial Group, LLC Experience April 2012 - December 2012
Job Area Supervisor at American Greetings
Industry Marketing and Advertising
Experience
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

Nicholas X. Harrison Nicholas X. Harrison Greater Atlanta Area Details
Nicholas X. Harrison's Capital Financial Group, LLC Experience November 2012 - July 2014
Job ADDRESSING EVERYDAY NEEDS, WITH UNIQUE APPROACHES.
Industry Financial Services
Experience
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

James (Clint) Baker James (Clint) Baker Virginia Beach, Virginia Details
James (Clint) Baker's Capital Financial Group, LLC Experience May 2013 - August 2013
Job Solutions Specialist at Verizon
Industry Telecommunications
Experience
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

James Horton James Horton Greater Nashville Area Details
James Horton's Capital Financial Group, LLC Experience May 2011 - Present
Job Financial Professional at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group, LLC   May 2011 - Present

Education
Fisk University   2002 — 2006
B.S., Financial Economics

Jay Dedeker Jay Dedeker Chattanooga, Tennessee Area Details
Jay Dedeker's Capital Financial Group, LLC Experience July 2010 - Present
Job Financial Services Representative at Capital Financial Group, LLC / MassMutual
Industry Financial Services
Experience
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

Art Snow Art Snow Greater Nashville Area Details
Art Snow's Capital Financial Group, LLC Experience May 2014 - February 2015
Job Market Development at Rural Physician Partners, LLC
Industry Hospital & Health Care
Experience
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

Jarred D. Bailey Jarred D. Bailey Chattanooga, Tennessee Area Details
Jarred D. Bailey's Capital Financial Group, LLC Experience February 2011 - October 2013
Job Financial Consultant at Regions Financial Corporation
Industry Financial Services
Experience
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

Stuart Zalowitz Stuart Zalowitz Greater Memphis Area Details
Stuart Zalowitz's Capital Financial Group, LLC Experience 1971 - Present
Job Senior Vice President at Regions Insurance
Industry Insurance
Experience
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

Freddy Quiteno Freddy Quiteno Greater Nashville Area Details
Freddy Quiteno's Capital Financial Group, LLC Experience May 2007 - December 2007
Job Bilingual Human Resources Professional
Industry Human Resources
Experience
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

Jenny Collier Newton Jenny Collier Newton Greater Nashville Area Details
Jenny Collier Newton's Capital Financial Group, LLC Experience June 2012 - July 2013
Job Nashville Women's Style Examiner at Examiner.com
Industry Financial Services
Experience
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

Bavy Lopez Bavy Lopez Knoxville, Tennessee Area Details
Bavy Lopez's Capital Financial Group, LLC Experience 2010 - Present
Job Partner at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Susan Maitland Susan Maitland Nashville, Tennessee Details
Susan Maitland's Capital Financial Group, LLC Experience November 2014 - August 2015
Job Internal Wholesaler, Jackson National Life Insurance
Industry Financial Services
Experience
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

Hannah Beth Sims Hannah Beth Sims Knoxville, Tennessee Details
Hannah Beth Sims's Capital Financial Group, LLC Experience December 2010 - April 2014
Job Zone 2 Operations at Pilot Flying J
Industry Retail
Experience
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)

Maria Bristol Maria Bristol Greater Nashville Area Details
Maria Bristol's Capital Financial Group, LLC Experience August 2012 - December 2012
Job Internal Wholesaler at AIG
Industry Investment Management
Experience
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

Wesley Williams Wesley Williams Nashville, Tennessee Details
Wesley Williams's Capital Financial Group, LLC Experience September 2013 - Present
Job Capital Financial Group
Industry Financial Services
Experience
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

Jesse Green, III Jesse Green, III Chattanooga, Tennessee Area Details
Jesse Green, III's Capital Financial Group, LLC Experience November 2012 - March 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Chelse Stevens Chelse Stevens Knoxville, Tennessee Area Details
Chelse Stevens's Capital Financial Group, LLC Experience May 2009 - June 2014
Job Financial Consultant
Industry Financial Services
Experience
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

Dottie Northam Dottie Northam Greater Nashville Area Details
Dottie Northam's Capital Financial Group, LLC Experience November 2011 - June 2012
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
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

Marcus Esposito Marcus Esposito Greater Nashville Area Details
Marcus Esposito's Capital Financial Group, LLC Experience 2008 - Present
Job Financial Planner at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Tony Youssefi Tony Youssefi Brentwood, Tennessee Details
Tony Youssefi's Capital Financial Group, LLC Experience January 2009 - Present
Job Financial Advisor, Capital Financial Group
Industry Financial Services
Experience
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

Hope Sonam Hope Sonam Greater Nashville Area Details
Hope Sonam's Capital Financial Group, LLC Experience July 2015 - Present
Job Director of Recruiting at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Heath Lay Heath Lay Miami/Fort Lauderdale Area Details
Heath Lay's Capital Financial Group, LLC Experience May 2013 - July 2013
Job Group Sales Account Executive at Miami Dolphins & Sun Life Stadium
Industry Sports
Experience
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

Laura Stender Laura Stender Murfreesboro, Tennessee Details
Laura Stender's Capital Financial Group, LLC Experience January 2013 - April 2013
Job Financial Analyst at HCA IT&S
Industry Information Technology and Services
Experience
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

Julia Purvis Julia Purvis Knoxville, Tennessee Area Details
Julia Purvis's Capital Financial Group, LLC Experience September 2013 - June 2014
Job Realtor at Alliance Sotheby's International Realty
Industry Real Estate
Experience
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

Sloan Taylor Sloan Taylor Nashville, Tennessee Details
Sloan Taylor's Capital Financial Group, LLC Experience May 2013 - August 2013
Job Analyst at Capital Alignment Partners
Industry Venture Capital & Private Equity
Experience
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

Hunter Shankle Hunter Shankle Greater Nashville Area Details
Hunter Shankle's Capital Financial Group, LLC Experience January 2015 - Present
Job Insurance & Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Patrick Moates Patrick Moates Chattanooga, Tennessee Area Details
Patrick Moates's Capital Financial Group, LLC Experience February 2015 - Present
Job Partner at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Chris Robinette, MBA, LUTCF Chris Robinette, MBA, LUTCF Greater Nashville Area Details
Chris Robinette, MBA, LUTCF's Capital Financial Group, LLC Experience August 2011 - Present
Job Financial Planner
Industry Financial Services
Experience
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

Austin Tharpe Austin Tharpe Nashville, Tennessee Details
Austin Tharpe's Capital Financial Group, LLC Experience September 2013 - October 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
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

Zach Walton Zach Walton Knoxville, Tennessee Details
Zach Walton's Capital Financial Group, LLC Experience June 2015 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

April Rome April Rome Brentwood, Tennessee Details
April Rome's Capital Financial Group, LLC Experience March 2015 - May 2015
Job Director of Operations at Capital Wealth Advisors, LLC
Industry Financial Services
Experience
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

Matt Lyerla Matt Lyerla Paducah, Kentucky Details
Matt Lyerla's Capital Financial Group, LLC Experience February 2013 - June 2015
Job Heartland Legacy Financial, LLC/ Heartland Benefits Group
Industry Financial Services
Experience
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

Evan James Evan James Greater Nashville Area Details
Evan James's Capital Financial Group, LLC Experience January 2015 - Present
Job Director of Finance and Operations at Capital Financial Group, LLC
Industry Hospital & Health Care
Experience
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

Brendan Hawks Brendan Hawks Chattanooga, Tennessee Area Details
Brendan Hawks's Capital Financial Group, LLC Experience June 2012 - February 2013
Job Personal Banker
Industry Banking
Experience
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

William C. Henegar William C. Henegar Chattanooga, Tennessee Details
William C. Henegar's Capital Financial Group, LLC Experience June 2015 - Present
Job Student at The University of Tennessee at Chattanooga
Industry Financial Services
Experience
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

Lani Kay Choate Lani Kay Choate Franklin, Tennessee Details
Lani Kay Choate's Capital Financial Group, LLC Experience May 2013 - August 2013
Job Renaissance Woman
Industry Public Relations and Communications
Experience
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

Erin Tumlin Frizzell Erin Tumlin Frizzell Greater Nashville Area Details
Erin Tumlin Frizzell's Capital Financial Group, LLC Experience February 2015 - Present
Job Director of Recruiting at Capital Financial Group, LLC
Industry Financial Services
Experience
Capital Financial Group, LLC   February 2015 - Present

Education
Auburn University   2003 — 2007
Bachelor of Human Science

Briarwood Christian High School

Teresa Hansbarger Teresa Hansbarger Athens, Ohio Details
Teresa Hansbarger's Capital Financial Group, LLC Experience 1978 - 1995
Job Resource Analyst at Ohio University
Industry Financial Services
Experience
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

Jason Peeples, CFP Jason Peeples, CFP Greater Memphis Area Details
Jason Peeples, CFP's Capital Financial Group, LLC Experience 1984 - Present
Job Financial Advisor at Capital Financial Group, LLC
Industry Financial Services
Experience
Capital Financial Group, LLC   1984 - Present

Education
The University of Memphis   1979 — 1984
BBA, Accountancy

Michael Shelton Michael Shelton Louisville, Kentucky Details
Michael Shelton's Capital Financial Group, LLC Experience September 2012 - December 2012
Job Marketing Representative at Federated Insurance Company
Industry Insurance
Experience
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

Erik Faulk Erik Faulk Greater Nashville Area Details
Erik Faulk's Capital Financial Group, LLC Experience January 2012 - June 2012
Job Humana MarketPoint Sales Agent
Industry Financial Services
Experience
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

Justin Blair Justin Blair Chattanooga, Tennessee Area Details
Justin Blair's Capital Financial Group, LLC Experience January 2005 - October 2007
Job CAGA Certified Personal Property Appraiser
Industry Furniture
Experience
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

Andrew Forrester Andrew Forrester Chattanooga, Tennessee Details
Andrew Forrester's Capital Financial Group, LLC Experience September 2010 - May 2011
Job National Account Manager at ProAd Sports
Industry Retail
Experience
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

Dan Ebinger Dan Ebinger Baltimore, Maryland Area Details
Dan Ebinger's Capital Financial Group, LLC Experience January 2008 - January 2009
Job
Industry Financial Services
Experience
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

Frank Duvall Frank Duvall Greater Nashville Area Details
Frank Duvall's Capital Financial Group, LLC Experience 2013 - 2015
Job Business Development Specialist at Thomas & Thorngren
Industry Financial Services
Experience
Principal Financial Group  January 2015 - September 2015
Capital Financial Group, LLC   2013 - 2015

Education
Middle Tennessee State University   2004 — 2008
Bachelor's degree

Dwayne Holland Dwayne Holland Dayton, Ohio Area Details
Dwayne Holland's Capital Financial Group, LLC Experience March 2007 - October 2007
Job
Industry Health, Wellness and Fitness
Experience
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

Andy Faught Andy Faught Greater Nashville Area Details
Andy Faught's Capital Financial Group, LLC Experience September 2007 - Present
Job Director of Planning at Capital Financial Group
Industry Financial Services
Experience
Capital Financial Group, LLC   September 2007 - Present
Lincoln Financial Advisors  May 2001 - September 2007

Education
Lipscomb University   1998 — 2001

Lipscomb University   1998 — 2001

John Wooten John Wooten Greater Nashville Area Details
John Wooten's Capital Financial Group, LLC Experience May 2008 - January 2015
Job Financial Planner
Industry Financial Services
Experience
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

Angela Nail House Angela Nail House Chattanooga, Tennessee Area Details
Angela Nail House's Capital Financial Group, LLC Experience January 2015 - Present
Job Insurance Agent at Capital Financial Group, LLC
Industry Insurance
Experience
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

Greg Sirko Greg Sirko Greater Nashville Area Details
Greg Sirko's Capital Financial Group, LLC Experience May 2011 - Present
Job Director of Advisor Development at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Bill Halsey Bill Halsey Knoxville, Tennessee Area Details
Bill Halsey's Capital Financial Group, LLC Experience October 2007 - May 2010
Job QOL Designs
Industry Financial Services
Experience
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

Jennifer Wisthuff Jennifer Wisthuff Greater Nashville Area Details
Jennifer Wisthuff's Capital Financial Group, LLC Experience March 2000 - Present
Job Agency Supervisory Officer at Capital Financial Group, LLC
Industry Financial Services
Experience
Capital Financial Group, LLC   March 2000 - Present

Education
Belmont University   1990 — 1994
BA, English, Education

Maria Manos Maria Manos Greater Chicago Area Details
Maria Manos's Capital Financial Group, LLC Experience February 2009 - Present
Job VicePresident of Operations at Capital Financial Group, LLC
Industry Banking
Experience
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

Caleb Ross Caleb Ross Greater Nashville Area Details
Caleb Ross's Capital Financial Group, LLC Experience February 2012 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Gary Rowcliffe Gary Rowcliffe Knoxville, Tennessee Area Details
Gary Rowcliffe's Capital Financial Group, LLC Experience May 2013 - July 2014
Job Advisor
Industry Financial Services
Experience
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

Brett Drummey Brett Drummey Knoxville, Tennessee Area Details
Brett Drummey's Capital Financial Group, LLC Experience May 2009 - Present
Job Financial Services Professional at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Ashley N. Hayes Ashley N. Hayes Greater Nashville Area Details
Ashley N. Hayes's Capital Financial Group, LLC Experience July 2013 - Present
Job Administrative Assistant at Capital Financial Group, LLC
Industry Financial Services
Experience
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

Kyle McClung Kyle McClung Greater Atlanta Area Details
Kyle McClung's Capital Financial Group, LLC Experience May 2011 - March 2012
Job VP of Annuity Sales at The Impact Partnership
Industry Financial Services
Experience
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

Jason Gallaher Jason Gallaher Knoxville, Tennessee Details
Jason Gallaher's Capital Financial Group, LLC Experience March 2010 - December 2011
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
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

Jason Elcan Jason Elcan Knoxville, Tennessee Area Details
Jason Elcan's Capital Financial Group, LLC Experience March 2012 - October 2013
Job CoOwner at Fort Sanders Yacht Club
Industry Food & Beverages
Experience
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

Brandon Bornstein Brandon Bornstein Greater Nashville Area Details
Brandon Bornstein's Capital Financial Group, LLC Experience October 2010 - July 2011
Job Associate Executive Director at Brookdale
Industry Hospital & Health Care
Experience
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

David Shamblin David Shamblin Chattanooga, Tennessee Details
David Shamblin's Capital Financial Group, LLC Experience June 2008 - October 2013
Job Assistant Vice President, Branch Manager at SunTrust Bank
Industry Financial Services
Experience
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

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