Capital Financial Partners, LLC
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Capital Financial Partners, LLC Employees
Employee
Years
Job
Industry
Tandilyn Cain Tandilyn Cain's Capital Financial Partners, LLC Experience June 2010 - November 2010
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2012 - Present
DAVIS & SONS, LLC May 2009 - October 2012
Baltimore CASH Campaign January 2012 - April 2012
National Financial Legacy Group November 2010 - August 2011
Capital Financial Partners, LLC June 2010 - November 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Tax Preparation, Tax, Payroll
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Anne Arundel Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration Transfer
McGladrey October 2012 - Present
DAVIS & SONS, LLC May 2009 - October 2012
Baltimore CASH Campaign January 2012 - April 2012
National Financial Legacy Group November 2010 - August 2011
Capital Financial Partners, LLC June 2010 - November 2010
Skills
Accounting, Microsoft Excel, Financial Reporting, Tax Preparation, Tax, Payroll
Education
Towson University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Anne Arundel Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration Transfer
Christopher O'Keefe, CPA Christopher O'Keefe, CPA's Capital Financial Partners, LLC Experience September 2010 - May 2011
Job Associate at SaxBST LLP
Industry Accounting
Experience
SaxBST October 2013 - Present
NIP Group, Inc. September 2011 - October 2013
Capital Financial Partners, LLC September 2010 - May 2011
Skills
Accounting, Bank Reconciliation, Journal Entries, General Ledger, Financial Statements, Microsoft Excel, Account Reconciliation, Accounts Receivable, Accounts Payable, Outlook, Financial Accounting, Cash Flow, CPA, TAM
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
SaxBST October 2013 - Present
NIP Group, Inc. September 2011 - October 2013
Capital Financial Partners, LLC September 2010 - May 2011
Skills
Accounting, Bank Reconciliation, Journal Entries, General Ledger, Financial Statements, Microsoft Excel, Account Reconciliation, Accounts Receivable, Accounts Payable, Outlook, Financial Accounting, Cash Flow, CPA, TAM
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Brittany Hood Brittany Hood's Capital Financial Partners, LLC Experience December 2010 - October 2011
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
Independent Marketing Strategy Consultant March 2015 - Present
American Office January 2014 - March 2015
Federal Realty Investment Trust October 2011 - January 2014
TEAM Enterprises October 2009 - January 2013
Capital Financial Partners, LLC December 2010 - October 2011
Capital Financial Partners, LLC May 2010 - December 2010
Capital Financial Partners, LLC October 2009 - May 2010
Authentic Fire Protection Systems, Inc. 2006 - 2008
Skills
Email Marketing, Facebook, Event Planning, Marketing, Advertising, Public Relations, Social Media Marketing, InDesign, Social Media, Budgets, Training, Marketing Communications, PowerPoint, Customer Service, Social Networking, Online Marketing, Outlook, Management, Event Management, Blogging, CTI, Microsoft Publisher, Smart Office, Photoshop, Microsoft Office, Time Management, Team Building, Editing, Leadership, Citrix, Microsoft Excel, Direct Marketing, Retail, Press Releases, Microsoft Word, LinkedIn, Twitter, Pinterest, Newsletters, Brand Management, Marketing Strategy, Brand Awareness
Education
Towson University 2006 — 2010
Bachelor of Science (BS), Business & Marketing
Notre Dame Preparatory School for Girls 2002 — 2006
High School Diploma
Independent Marketing Strategy Consultant March 2015 - Present
American Office January 2014 - March 2015
Federal Realty Investment Trust October 2011 - January 2014
TEAM Enterprises October 2009 - January 2013
Capital Financial Partners, LLC December 2010 - October 2011
Capital Financial Partners, LLC May 2010 - December 2010
Capital Financial Partners, LLC October 2009 - May 2010
Authentic Fire Protection Systems, Inc. 2006 - 2008
Skills
Email Marketing, Facebook, Event Planning, Marketing, Advertising, Public Relations, Social Media Marketing, InDesign, Social Media, Budgets, Training, Marketing Communications, PowerPoint, Customer Service, Social Networking, Online Marketing, Outlook, Management, Event Management, Blogging, CTI, Microsoft Publisher, Smart Office, Photoshop, Microsoft Office, Time Management, Team Building, Editing, Leadership, Citrix, Microsoft Excel, Direct Marketing, Retail, Press Releases, Microsoft Word, LinkedIn, Twitter, Pinterest, Newsletters, Brand Management, Marketing Strategy, Brand Awareness
Education
Towson University 2006 — 2010
Bachelor of Science (BS), Business & Marketing
Notre Dame Preparatory School for Girls 2002 — 2006
High School Diploma
Lori Rich Lori Rich's Capital Financial Partners, LLC Experience September 2010 - May 2011
Job Manager of Player Services at Revolution Lacrosse
Industry Events Services
Experience
Revolution Lacrosse December 2014 - Present
Revolution Lacrosse June 2014 - December 2014
NFM, Inc. May 2012 - November 2013
Stanley Black & Decker , Inc. October 2011 - May 2012
Capital Financial Partners, LLC September 2010 - May 2011
Easton's Beach June 2008 - September 2009
Fort Adam's State Park June 2007 - September 2007
Team One Newport June 2006 - September 2006
Blue Rocks Catering June 2006 - September 2006
Skills
Facebook, Microsoft Office, Social Media, Marketing Research, Email Marketing, Public Speaking, Marketing Strategy, Marketing, Competitive Analysis, Social Media Marketing, Advertising, Microsoft Excel, Marketing Communications, Event Management, Public Relations, Event Planning, CRM, Strategic Planning, Management, Leadership, Customer Service, Strategy, Training, Budgets, Business Development
Education
Loyola College in Maryland 2007 — 2011
BBA, Marketing
University of Auckland 2010 — 2010
Portsmouth Abbey School 2003 — 2007
Revolution Lacrosse December 2014 - Present
Revolution Lacrosse June 2014 - December 2014
NFM, Inc. May 2012 - November 2013
Stanley Black & Decker , Inc. October 2011 - May 2012
Capital Financial Partners, LLC September 2010 - May 2011
Easton's Beach June 2008 - September 2009
Fort Adam's State Park June 2007 - September 2007
Team One Newport June 2006 - September 2006
Blue Rocks Catering June 2006 - September 2006
Skills
Facebook, Microsoft Office, Social Media, Marketing Research, Email Marketing, Public Speaking, Marketing Strategy, Marketing, Competitive Analysis, Social Media Marketing, Advertising, Microsoft Excel, Marketing Communications, Event Management, Public Relations, Event Planning, CRM, Strategic Planning, Management, Leadership, Customer Service, Strategy, Training, Budgets, Business Development
Education
Loyola College in Maryland 2007 — 2011
BBA, Marketing
University of Auckland 2010 — 2010
Portsmouth Abbey School 2003 — 2007
Brian Rosenbaum's Capital Financial Partners, LLC Experience May 2002 - December 2008
Job Certified Financial Planner
Industry Financial Services
Experience
Melnick Rosenbaum Wealth Management May 2002 - Present
Capital Financial Partners, LLC May 2002 - December 2008
Education
Pacific Lutheran University 1989 — 1993
Melnick Rosenbaum Wealth Management May 2002 - Present
Capital Financial Partners, LLC May 2002 - December 2008
Education
Pacific Lutheran University 1989 — 1993
Ryan Boulay Ryan Boulay's Capital Financial Partners, LLC Experience July 2010 - May 2011
Job Associate
Industry Financial Services
Experience
Marriott International April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley July 2011 - March 2014
Loch Raven Skeet and Trap Center Inc August 2007 - July 2011
Capital Financial Partners, LLC July 2010 - May 2011
Skills
HTML, VBA, Microsoft Office, Matlab, Bloomberg, Analysis, Finance, Fixed Income, Research, Strategic Financial..., Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2007 — 2011
BBA, Business Economics
Baltimore Lutheran High School
High School Diploma
Marriott International April 2015 - Present
Morgan Stanley March 2014 - April 2015
Morgan Stanley July 2011 - March 2014
Loch Raven Skeet and Trap Center Inc August 2007 - July 2011
Capital Financial Partners, LLC July 2010 - May 2011
Skills
HTML, VBA, Microsoft Office, Matlab, Bloomberg, Analysis, Finance, Fixed Income, Research, Strategic Financial..., Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Investment Banking
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Loyola College in Maryland 2007 — 2011
BBA, Business Economics
Baltimore Lutheran High School
High School Diploma
Dennis Laux's Capital Financial Partners, LLC Experience VP, Corporate MarketingAEGON USA2001 - 2004
Job Representative at Capital Financial Partners, LLC
Industry Financial Services
Experience
Capital Financial Partners, LLC VP, Corporate MarketingAEGON USA2001 - 2004
AEGON Direct Marketing Services, Inc. 1994 - 2000
Education
Amherst College 1975 — 1979
Capital Financial Partners, LLC VP, Corporate MarketingAEGON USA2001 - 2004
AEGON Direct Marketing Services, Inc. 1994 - 2000
Education
Amherst College 1975 — 1979
Jen Rose, MBA, CLU, ChFC's Capital Financial Partners, LLC Experience August 2005 - July 2010
Job at True North Advisors, L.L.C.
Industry Financial Services
Experience
True North Advisors, L.L.C. July 2010 - Present
Capital Financial Partners, LLC August 2005 - July 2010
Time Life 1992 - 2001
Skills
Holistic Financial..., College Funding..., Retirement Planning, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Finance, Financial Planning, Management, Securities, Leadership, Investment Advisory, Financial Services, Sales, Strategic Planning, Insurance, IRAs, Financial Planners, Public Speaking, Financial Advisory, Fixed Annuities, Retirement, Training, Strategic Financial..., Analysis
Education
University of Richmond - Robins School of Business 1999 — 2002
MBA
University of Richmond 1988 — 1992
Bachelors, Political Science/English
True North Advisors, L.L.C. July 2010 - Present
Capital Financial Partners, LLC August 2005 - July 2010
Time Life 1992 - 2001
Skills
Holistic Financial..., College Funding..., Retirement Planning, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Finance, Financial Planning, Management, Securities, Leadership, Investment Advisory, Financial Services, Sales, Strategic Planning, Insurance, IRAs, Financial Planners, Public Speaking, Financial Advisory, Fixed Annuities, Retirement, Training, Strategic Financial..., Analysis
Education
University of Richmond - Robins School of Business 1999 — 2002
MBA
University of Richmond 1988 — 1992
Bachelors, Political Science/English
Eric Swietlicki's Capital Financial Partners, LLC Experience January 2011 - May 2011
Job Financial Analyst at USI Insurance Services
Industry Capital Markets
Experience
Towers Watson September 2015 - Present
USI Insurance Services April 2013 - September 2015
Vertis Communications July 2012 - January 2013
Vertis Communications March 2012 - July 2012
Capital Financial Partners, LLC January 2011 - May 2011
Skills
PowerPoint, Analysis, Marketing, Financial Analysis, Management, Account Management, Marketing Strategy, Budgets, Leadership, Data Analysis, Time Management
Education
Towson University 2007 — 2011
Present Towson University
2007- Bachelor of Science, Business Administration - Marketing Concentration; 2011
Towers Watson September 2015 - Present
USI Insurance Services April 2013 - September 2015
Vertis Communications July 2012 - January 2013
Vertis Communications March 2012 - July 2012
Capital Financial Partners, LLC January 2011 - May 2011
Skills
PowerPoint, Analysis, Marketing, Financial Analysis, Management, Account Management, Marketing Strategy, Budgets, Leadership, Data Analysis, Time Management
Education
Towson University 2007 — 2011
Present Towson University
2007- Bachelor of Science, Business Administration - Marketing Concentration; 2011