Capital Financial Partners
Address: 150 E 52nd St, New York, NY 10022 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 277-7310Place name: : : : Category: Website: : : : Website: http://www.fpcm.net/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Partners Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Capital Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Capital Financial Partners Employees
Capital Group April 2014 - Present
LPL Financial July 2010 - April 2014
Rydex Investments February 2008 - July 2009
Capital Financial Partners May 2006 - July 2007
Skills
Investments, Portfolio Management, Strategic Financial..., Mutual Funds, Leadership, Analysis, Finance, Accounting, Strategy, Account Reconciliation, Retirement
Education
Purdue University 2001 — 2006
Bachelor's degree, Economics
Purdue University 2001 — 2006
Bachelor's degree, Psychology
Capital Financial Partners 2006 - Present
Skills
Strategic Financial..., Investments, Insurance, Retirement Planning, Financial Analysis, Estate Planning, Fixed Annuities, Mutual Funds, Life Insurance, Disability Insurance, Retirement, Portfolio Management, Risk Management, Strategic Planning, Business Analysis
Education
Central College
Communication Studies, Major
Keller Williams Capital Properties May 2014 - Present
CFP llc. December 2013 - April 2014
Capital Financial Partners May 2013 - December 2013
Maryland Sports Medicine Center 2008 - 2009
Deer Valley Resort November 2004 - April 2005
Bar-T June 2003 - September 2004
Bally Total Fitness June 2003 - August 2004
Skills
Personal Training, Customer Service, Event Planning, Microsoft Office, Public Speaking, Social Media, Marketing, Research, First Aid, Team Building, Event Management, Real Estate, Real Estate License, Leadership, Coaching, Negotiation, Office Management, Human Resources, Time Management
Education
University of Maryland College Park 2006 — 2009
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Montgomery College 2005 — 2006
Anatomy and Physiology
University of Utah 2001 — 2003
Communications and Sport in Society
Goshen Elementary
Parkway Financial Strategies, LLC 2011 - Present
Securities offered through LPL Financial, Member FINRA/SIPC July 1989 - Present
Capital Financial Partners 1994 - April 2011
Skills
CFP®, Financial Advisor, AIF®, ChFC, Business, Investment Advisory, Financial Services, Wealth, Fixed Annuities, Asset Allocation, Securities, Financial Advisory, Retirement, Retirement Planning, Management, Wealth Management, Series 63, Insurance, Strategic Planning, 401k, Small Business, Strategic Financial..., Investments, Estate Planning, FINRA, Mutual Funds, Investment Strategies, IRAs, Series 7, Alternative Investments, Financial Planners, Life Insurance, Financial Planning
Education
University of Virginia 1984 — 1986
MA, Sport Psychology
Colgate University 1976 — 1980
BA, Mathematics/Classic Civilizations
Burl Wood State Farm October 2012 - Present
Capital Financial Partners February 2012 - October 2012
State Farm Insurance May 2010 - February 2012
Transamerica Life Insurance Company November 2008 - January 2010
Skills
Property & Casualty..., Life and Health Licensed
Education
Georgetown University
Sierra Pacific Mortgage February 2011 - Present
Capital Financial Partners November 2008 - December 2010
American Brokers Conduit August 2005 - August 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Credit, Underwriting, Loan Origination, Refinance, Real Estate, Investments, Banking, Financial Analysis, Real Estate Financing, Real Estate Economics, Account Management, Sales Management, Sales, FHA, USDA, VA loans, FHA financing, Finance, Government Loans, Credit Analysis, Mortgage Underwriting, VA Loans
Education
Allegheny College 2000 — 2004
Undergrad, Political Scient
Commercial Insurance Managers 2015 - Present
Northwestern Mutual 2013 - 2014
Capital Financial Partners 2011 - 2013
Freelance writer 1998 - 2011
Skills
Public Relations, Marketing, Disability Insurance, New Business Development, Project Management, Health Insurance, Life Insurance, Writing, Client Relations, Long Term Care Insurance, Interviewing, Interview Preparation, Copy Editing, Wedding Videography, Pro Wrestling Referee, Interviews
Education
University of Maryland Baltimore County
Bachelor of Arts (BA), English Literature with minor in Creative Writing
Creations In Catering June 2014 - September 2014
New York Life Insurance Company May 2013 - November 2013
Capital Financial Partners 2011 - 2012
CORPORACION INFARMASA & TEVA / LIMA, PERU May 2008 - January 2011
PepsiCo - Frito Lay March 2007 - September 2007
Skills
Business Development, Negotiation, Marketing, CRM, Strong International..., Advanced negotiation..., New Business Development, Product Development, Sales, Business Planning, Marketing Strategy, Strategic Planning, Business Strategy, Marketing Management, Team Leadership, Social Media, Event Planning, Entrepreneurship
Education
Hawaii Pacific University 2014 — 2016
Master of Business Administration (M.B.A.), Concentration in Marketing
San Diego State University-California State University 2008 — 2008
Business for Global Practices, International Business
Universidad de Lima / University of Lima 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Premier Financial Alliance October 2013 - Present
First Financial Security 2008 - 2011
Capital Financial Partners 2007 - December 2009
Carteret Mortgage December 2000 - August 2007
Skills
Retirement, Investments, Life Insurance, Roth IRA, Term Life Insurance, Retirement Planning, IRAs, Strategic Financial..., Fixed Annuities, Insurance, Long-term Care, Mortgage Lending, Small Business, Management, Disability Insurance, Estate Planning, 401k, Financial Planners, Long Term Care Insurance, Finance, Financial Planning
Education
Junior College 1992 — 1994
2, General education
Cuesta College 1991 — 1993
Associate degree, Entrepreneurial and Small Business Operations
Muskeget Group LLC November 2014 - Present
Chubbies Shorts July 2014 - Present
Sail Loft 2014 - 2015
The LS Group, Inc August 2011 - March 2012
Capital Financial Partners July 2010 - July 2011
Great Harbor Yacht Club June 2008 - August 2010
Brobadeer Gear, LLC July 2009 - July 2010
National Taxpayers Union January 2008 - May 2008
U.S. House of Representatives January 2008 - May 2008
Skills
Microsoft Office, Social Media, Research, Data Analysis, Strategic Planning, Government, Financial Analysis, Marketing Strategy, Business Development, Web Development, Lifestyle Brands, Investment Strategies, Event Planning, Social Media Marketing, Analysis, Strategy, Community Outreach, Marketing
Education
Lynchburg College 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
Blue Cross Blue Shield TX November 2012 - February 2013
Fannie Mae June 2012 - November 2012
Symbiosis Technologies September 2010 - April 2012
Capital Financial Partners March 2006 - April 2007
Corpus INC March 2003 - April 2006
HSBC April 2002 - March 2003
Skills
Financial Accounting, Human Resources, Insurance, Mortgage Banking, Software Quality..., SQL, Quality Center, Mercury QuickTest Pro, SOAPUI, MKS Integrity, Bugzilla, Clear Quest, Agile & Waterfall...
Education
Andhra University 1997 — 2000
Bachelors, Business Administration and Management, General
Gandhi Institute of Management
Bachelor, Business Administration
Vigyan Jyoti Management Institute
Masters, Business Administration
Capital Financial Partners July 2009 - Present
WELCOME WAGON August 2006 - July 2009
Washington Wholesale Liquor Company May 1990 - July 2006
Beitzell & Co. Inc. March 1976 - February 1990
Skills
Sales, Marketing Strategy, Marketing, Sales Operations, Negotiation, Lead Generation, New Business Development, B2B, Business Development, Sales Presentations
Education
University of Maryland College Park 1971 — 1975
BS/Mktg, Business Administration
Battelle March 2012 - Present
Battelle February 2011 - Present
Capital Financial Partners January 2011 - Present
Westat July 2008 - April 2009
IQ Solutions July 2006 - April 2008
Social & Health Services June 2005 - July 2006
Federal Emergency Management Agency September 2004 - January 2005
Arbitron August 2001 - October 2003
Development Associates Inc. 1991 - 1994
Education
The George Washington University 1986 — 1989
Master of Arts, Human Resource Management
The University of Texas at Austin 1977 — 1979
BA, Psychology
Fields BMW April 2013 - Present
BMW of Peabody December 2010 - March 2013
International Consulting Partners of Florida December 2008 - February 2010
Capital Financial Partners May 2005 - December 2008
Skills
Sales, Sales Management, Sales Process, Customer Satisfaction, Automotive, Negotiation, New Business Development
Education
Salem State University
BS, Sports Mangement & Minor in Business Admin. & Biology
Sunrise Senior Living April 2010 - May 2010
HOLLAND & KNIGHT February 2008 - February 2009
Not Working 1980 - 2008
Capital Financial Partners June 2006 - November 2006
ECONOMY PARTY SUPPLIES May 2004 - May 2006
Howrey LLP November 1978 - May 2004
Education
Northern Virginia Community College
A.S, Healthcare Administration Specialization
Bridgewater State University
B.A, Political Science
Georgetown University
UBS April 2012 - Present
Johns Hopkins University May 2011 - April 2012
Morgan Stanley February 2010 - May 2011
Capital Financial Partners July 2008 - March 2010
Merrill Lynch May 2007 - August 2007
Education
University of Baltimore 2010 — 2012
MBA, Finance
University of Maryland College Park 2004 — 2008
Bachelors, Economics
Capital Financial Partners March 2011 - Present
Goldman Sachs Commercial Mortgage Capital December 1993 - December 2008
J.E. Roberts 1993 - 1998
Education
Texas State University 1989 — 1993
BBA, Accounting
Capital Financial Partners April 2010 - Present
Shippensburg University August 2005 - May 2009
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelors, Finance