Capital Financial Partners

Description

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.

Capital Financial Partners Salaries. You can even request information on how much does Capital Financial Partners pay if you want to. Learn about salaries, pros and cons of working for Capital Financial Partners directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

18 Capital Financial Partners employees in database. Find out everything there's to know about Capital Financial Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Capital Financial Partners Employees

Employee
Years
Job
Industry
Joseph Winkler, CFA Joseph Winkler, CFA Greater Los Angeles Area Details
Joseph Winkler, CFA's Capital Financial Partners Experience May 2006 - July 2007
Job Portfolio Control Analyst at Capital Group
Industry Financial Services
Experience
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

Loren Sherman Loren Sherman West Des Moines, Iowa Details
Loren Sherman's Capital Financial Partners Experience 2006 - Present
Job Capital Financial Partners
Industry Financial Services
Experience
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

Brandy Sebold Brandy Sebold Rockville, Maryland Details
Brandy Sebold's Capital Financial Partners Experience May 2013 - December 2013
Job Realtor Keller Williams Capital Properties
Industry Real Estate
Experience
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

William R. Lloyd William R. Lloyd Washington D.C. Metro Area Details
William R. Lloyd's Capital Financial Partners Experience 1994 - April 2011
Job CEO, Chief Strategist
Industry Financial Services
Experience
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

Rocco Milazzotto Rocco Milazzotto Plano, Texas Details
Rocco Milazzotto's Capital Financial Partners Experience February 2012 - October 2012
Job Sales Representative at Burl Wood State Farm
Industry Insurance
Experience
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

Brendan McKay Brendan McKay Bethesda, Maryland Details
Brendan McKay's Capital Financial Partners Experience November 2008 - December 2010
Job Loan Officer at Sierra Pacific Mortgage
Industry Financial Services
Experience
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

Howard R Feintuch Howard R Feintuch Elkridge, Maryland Details
Howard R Feintuch's Capital Financial Partners Experience 2011 - 2013
Job Benefits Executive at Commercial Insurance Managers
Industry Insurance
Experience
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

Luz Valeria Caballero Fukunaga Luz Valeria Caballero Fukunaga Honolulu, Hawaii Details
Luz Valeria Caballero Fukunaga's Capital Financial Partners Experience 2011 - 2012
Job MBA Candidate at HPU
Industry Marketing and Advertising
Experience
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

E. Michael Balla E. Michael Balla Washington D.C. Metro Area Details
E. Michael Balla's Capital Financial Partners Experience 2007 - December 2009
Job Senior Associate & Retirement Specialist
Industry Financial Services
Experience
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

Jesse W. Biggers Jesse W. Biggers Boston, Massachusetts Details
Jesse W. Biggers's Capital Financial Partners Experience July 2010 - July 2011
Job Business Development
Industry Financial Services
Experience
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

Divya Puri Divya Puri Dallas/Fort Worth Area Details
Divya Puri's Capital Financial Partners Experience March 2006 - April 2007
Job QA Analyst
Industry Information Technology and Services
Experience
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

Hubert Hubie Stockhausen Hubert Hubie Stockhausen Washington D.C. Metro Area Details
Hubert Hubie Stockhausen's Capital Financial Partners Experience July 2009 - Present
Job Marketing Associate at Capital Financial Partners
Industry Financial Services
Experience
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

Martin Zamula Martin Zamula Washington D.C. Metro Area Details
Martin Zamula's Capital Financial Partners Experience January 2011 - Present
Job Community Liaison at Battelle
Industry Research
Experience
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

Jay S. Fitzgerald Jay S. Fitzgerald Orlando, Florida Area Details
Jay S. Fitzgerald's Capital Financial Partners Experience May 2005 - December 2008
Job Fields BMW
Industry Automotive
Experience
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

Rhonda Pruss Rhonda Pruss Washington D.C. Metro Area Details
Rhonda Pruss's Capital Financial Partners Experience June 2006 - November 2006
Job Healthcare Administration
Industry Legal Services
Experience
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

Jason Connor, MBA Jason Connor, MBA Baltimore, Maryland Area Details
Jason Connor, MBA's Capital Financial Partners Experience July 2008 - March 2010
Job Associate at UBS
Industry Financial Services
Experience
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

Robin Lestina Robin Lestina Dallas/Fort Worth Area Details
Robin Lestina's Capital Financial Partners Experience March 2011 - Present
Job Office Manager/CFO at Capital Financial Partners
Industry Financial Services
Experience
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

Josh Ambrose Josh Ambrose Baltimore, Maryland Area Details
Josh Ambrose's Capital Financial Partners Experience April 2010 - Present
Job Advisor at Capital Financial Partners
Industry Financial Services
Experience
Capital Financial Partners   April 2010 - Present
Shippensburg University  August 2005 - May 2009

Education
Shippensburg University of Pennsylvania   2005 — 2009
Bachelors, Finance