Capital Financial Partners - TX
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Capital Financial Partners - TX Employees
Employee
Years
Job
Industry
Shane Turner, MBA, MLS(ASCP) Shane Turner, MBA, MLS(ASCP)'s Capital Financial Partners - TX Experience December 2013 - Present
Job Senior Accountant at Limestone Networks, Inc.
Industry Hospital & Health Care
Experience
Limestone Networks, Inc. May 2015 - Present
Weatherford Regional Medical Center March 2014 - Present
Capital Financial Partners - TX December 2013 - Present
Northwestern Mutual January 2013 - October 2013
Texas Health HEB September 2010 - May 2013
American Legion Hospital February 2009 - July 2010
Beauregard Memorial Hospital June 2008 - February 2009
US Navy September 2002 - November 2006
Skills
Healthcare, Hospitals, Sales, Military, Troubleshooting, Time Management, Team Building, Teamwork, Training, PowerPoint, Laboratory, Management, Contract Management, Software Documentation
Education
Regent University 2015 — 2018
Master of Divinity (M.Div.)
Southwestern Assemblies of God University 2014 — 2015
Master of Arts (MA), Theology/Theological Studies
The University of Texas at Arlington 2011 — 2013
MBA, Business
McNeese State University 2007 — 2010
BS, Clinical Lab Science
Limestone Networks, Inc. May 2015 - Present
Weatherford Regional Medical Center March 2014 - Present
Capital Financial Partners - TX December 2013 - Present
Northwestern Mutual January 2013 - October 2013
Texas Health HEB September 2010 - May 2013
American Legion Hospital February 2009 - July 2010
Beauregard Memorial Hospital June 2008 - February 2009
US Navy September 2002 - November 2006
Skills
Healthcare, Hospitals, Sales, Military, Troubleshooting, Time Management, Team Building, Teamwork, Training, PowerPoint, Laboratory, Management, Contract Management, Software Documentation
Education
Regent University 2015 — 2018
Master of Divinity (M.Div.)
Southwestern Assemblies of God University 2014 — 2015
Master of Arts (MA), Theology/Theological Studies
The University of Texas at Arlington 2011 — 2013
MBA, Business
McNeese State University 2007 — 2010
BS, Clinical Lab Science
Colton W. Perry Colton W. Perry's Capital Financial Partners - TX Experience August 2015 - Present
Job Training & Development Manager
Industry Human Resources
Experience
Capital Financial Partners - TX August 2015 - Present
Son of David Carpentry December 2013 - June 2015
E Pluribus Partners May 2014 - May 2015
TCU Leadership Center March 2014 - May 2014
TCU Housing and Residence Life August 2012 - May 2014
TCU Housing and Residence Life January 2012 - February 2014
TCU Student Development Services October 2013 - January 2014
Skills
Organizational..., Facilitation, Content Development, Team Leadership, Group Dynamics, Social Networking, Time Management, Public Speaking, Leadership, Event Planning, Personal Development, Teamwork, Critical Thinking, PowerPoint, Microsoft Office, Event Management, Customer Service, Carpentry
Education
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Communication Studies, GPA: 3.636
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Psychology, GPA: 3.636
Capital Financial Partners - TX August 2015 - Present
Son of David Carpentry December 2013 - June 2015
E Pluribus Partners May 2014 - May 2015
TCU Leadership Center March 2014 - May 2014
TCU Housing and Residence Life August 2012 - May 2014
TCU Housing and Residence Life January 2012 - February 2014
TCU Student Development Services October 2013 - January 2014
Skills
Organizational..., Facilitation, Content Development, Team Leadership, Group Dynamics, Social Networking, Time Management, Public Speaking, Leadership, Event Planning, Personal Development, Teamwork, Critical Thinking, PowerPoint, Microsoft Office, Event Management, Customer Service, Carpentry
Education
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Communication Studies, GPA: 3.636
Texas Christian University 2011 — 2015
Bachelor of Science (BS), Psychology, GPA: 3.636
Carolyn Sheffey Carolyn Sheffey's Capital Financial Partners - TX Experience January 2015 - Present
Job Medical Division Capital Financial Partners
Industry Financial Services
Experience
Capital Financial Partners - TX January 2015 - Present
MADISON April 2011 - January 2015
Pier 1 Imports June 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Retirement Planning, Employee Benefits, Facebook, Microsoft Office, Public Speaking, Leadership, Social Media, Customer Service, Strategic Planning, Hospitals, Teamwork, Sales
Education
Texas Christian University 2010 — 2014
Business/Marketing Major, Communication Minor
Episcopal School of Dallas 1995 — 2010
Capital Financial Partners - TX January 2015 - Present
MADISON April 2011 - January 2015
Pier 1 Imports June 2014 - December 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Retirement Planning, Employee Benefits, Facebook, Microsoft Office, Public Speaking, Leadership, Social Media, Customer Service, Strategic Planning, Hospitals, Teamwork, Sales
Education
Texas Christian University 2010 — 2014
Business/Marketing Major, Communication Minor
Episcopal School of Dallas 1995 — 2010
Betsy Hickerson Betsy Hickerson's Capital Financial Partners - TX Experience November 2013 - Present
Job CFO & Director of Finance at Capital Financial Partners TX
Industry Accounting
Experience
Capital Financial Partners - TX November 2013 - Present
Super Suppers Weatherford 2003 - 2006
Texas-New Mexico Power (TNMP) 1999 - 2003
PVI Industries, LLC 1996 - 1999
Lockheed Martin Aeronautics 1992 - 1997
TXU Energy (Temp. Associates) 1991 - 1992
Skills
Accounting, Financial Reporting, Forecasting, Budgets, Financial Analysis, Cost Reporting, Auditing, Accounting for Small..., Marketing for Small..., Small Business Tax, Account Reconciliation, Small Business..., Financial Accounting, Accounts Receivable, Payroll, New Business Development, General Ledger, QuickBooks, Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Financial..., Cost Planning, Operating Budgets, Budget Monitoring, Annual Reports, Executive Reporting, Financial Audits, Inventory Control, Reporting & Analysis, Quicken, Oracle
Education
LeTourneau University 1995 — 1997
Master of Business Administration (MBA)
Tarleton State University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting Emphasis
Capital Financial Partners - TX November 2013 - Present
Super Suppers Weatherford 2003 - 2006
Texas-New Mexico Power (TNMP) 1999 - 2003
PVI Industries, LLC 1996 - 1999
Lockheed Martin Aeronautics 1992 - 1997
TXU Energy (Temp. Associates) 1991 - 1992
Skills
Accounting, Financial Reporting, Forecasting, Budgets, Financial Analysis, Cost Reporting, Auditing, Accounting for Small..., Marketing for Small..., Small Business Tax, Account Reconciliation, Small Business..., Financial Accounting, Accounts Receivable, Payroll, New Business Development, General Ledger, QuickBooks, Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Financial..., Cost Planning, Operating Budgets, Budget Monitoring, Annual Reports, Executive Reporting, Financial Audits, Inventory Control, Reporting & Analysis, Quicken, Oracle
Education
LeTourneau University 1995 — 1997
Master of Business Administration (MBA)
Tarleton State University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting Emphasis
Brett Tidwell Brett Tidwell's Capital Financial Partners - TX Experience 2015 - Present
Job Dental, Attorney, Engineering teams Capital Financial Partners
Industry Financial Services
Experience
Capital Financial Partners - TX 2015 - Present
The Association of Former Students 2012 - 2015
The Association of Former Students 2010 - 2012
Texas A&M Men's Basketball 2007 - 2008
Skills
Fundraising, Event Planning, Social Media, Strategic Planning, Annual Giving, Management, Event Management, Analysis, Public Relations, Public Speaking, Social Networking, Marketing, Leadership, Nonprofits, Project Planning, Microsoft Office
Education
Texas A&M University 2006 — 2010
B.S., Sport Management
Capital Financial Partners - TX 2015 - Present
The Association of Former Students 2012 - 2015
The Association of Former Students 2010 - 2012
Texas A&M Men's Basketball 2007 - 2008
Skills
Fundraising, Event Planning, Social Media, Strategic Planning, Annual Giving, Management, Event Management, Analysis, Public Relations, Public Speaking, Social Networking, Marketing, Leadership, Nonprofits, Project Planning, Microsoft Office
Education
Texas A&M University 2006 — 2010
B.S., Sport Management
Chris Tomaselli Chris Tomaselli's Capital Financial Partners - TX Experience January 2015 - Present
Job Intern at Capital Financial Partners TX
Industry Financial Services
Experience
Capital Financial Partners - TX January 2015 - Present
Slackwater Clothing May 2013 - December 2014
etc group May 2014 - August 2014
Boston Blowfish Lacrosse May 2011 - August 2013
Twines & Vines July 2011 - June 2013
The Rivers School Entrepreneurship Club 2011 - 2013
Bullhorn June 2012 - August 2012
Commonwealth Lacrosse Co September 2011 - March 2012
Knotty Threads October 2010 - September 2011
Skills
Social Media, Marketing, Blogging, Leadership, Web Design, Fashion, Entrepreneurship, Market Research, Social Media Marketing, Start-ups, Brand Development, PowerPoint, Branding & Identity, Event Management, Integrity, Writing, Communication, Personal Responsibility, Facebook, Sales, Microsoft Excel, Financial Planning, Private Wealth..., Life Insurance, HTML, CSS, Entrepreneurial...
Education
Texas Christian University 2013 — 2017
History, General Business
The Rivers School 2008 — 2013
Capital Financial Partners - TX January 2015 - Present
Slackwater Clothing May 2013 - December 2014
etc group May 2014 - August 2014
Boston Blowfish Lacrosse May 2011 - August 2013
Twines & Vines July 2011 - June 2013
The Rivers School Entrepreneurship Club 2011 - 2013
Bullhorn June 2012 - August 2012
Commonwealth Lacrosse Co September 2011 - March 2012
Knotty Threads October 2010 - September 2011
Skills
Social Media, Marketing, Blogging, Leadership, Web Design, Fashion, Entrepreneurship, Market Research, Social Media Marketing, Start-ups, Brand Development, PowerPoint, Branding & Identity, Event Management, Integrity, Writing, Communication, Personal Responsibility, Facebook, Sales, Microsoft Excel, Financial Planning, Private Wealth..., Life Insurance, HTML, CSS, Entrepreneurial...
Education
Texas Christian University 2013 — 2017
History, General Business
The Rivers School 2008 — 2013
Shawn Riggins Shawn Riggins's Capital Financial Partners - TX Experience February 2015 - July 2015
Job Financial Planner specializing in Corporate Benefits such as AT&T and Lockheed Martin
Industry Financial Services
Experience
The Rudd Company, LLC July 2015 - Present
Capital Financial Partners - TX February 2015 - July 2015
Rosenthal Retirement Planning May 2008 - February 2015
TD Ameritrade July 2007 - May 2008
Skills
Investments, Customer Service, Leadership, Microsoft Office, Finance, Strategic Planning, Public Speaking, Securities, Retirement Planning, Financial Services, Financial Planning, Microsoft Excel, Event Planning, Series 7, Wealth Management, Employee Benefits, Insurance, Asset Allocation, Microsoft Word, Asset Management, Investment Advisory, Mutual Funds, Financial Analysis, Risk Management, Series 63, Portfolio Management, 401k, Retirement, Management, Financial Advisory, Financial Modeling, Equities, Estate Planning, Investment Strategies, Banking, Fixed Income, Fixed Annuities, Financial Risk, Strategy, Alternative Investments, Life Insurance, Relationship Management, FINRA
Education
University of Rochester 1999 — 2001
Master's degree, Music/Finance, 3.8 GPA
University of Oklahoma 1995 — 1999
Bachelor's degree, Music, 3.6 GPA
The Rudd Company, LLC July 2015 - Present
Capital Financial Partners - TX February 2015 - July 2015
Rosenthal Retirement Planning May 2008 - February 2015
TD Ameritrade July 2007 - May 2008
Skills
Investments, Customer Service, Leadership, Microsoft Office, Finance, Strategic Planning, Public Speaking, Securities, Retirement Planning, Financial Services, Financial Planning, Microsoft Excel, Event Planning, Series 7, Wealth Management, Employee Benefits, Insurance, Asset Allocation, Microsoft Word, Asset Management, Investment Advisory, Mutual Funds, Financial Analysis, Risk Management, Series 63, Portfolio Management, 401k, Retirement, Management, Financial Advisory, Financial Modeling, Equities, Estate Planning, Investment Strategies, Banking, Fixed Income, Fixed Annuities, Financial Risk, Strategy, Alternative Investments, Life Insurance, Relationship Management, FINRA
Education
University of Rochester 1999 — 2001
Master's degree, Music/Finance, 3.8 GPA
University of Oklahoma 1995 — 1999
Bachelor's degree, Music, 3.6 GPA
Forrest Broyles Forrest Broyles's Capital Financial Partners - TX Experience June 2015 - Present
Job Financial Representative at Capital Financial Partners TX
Industry Financial Services
Experience
Capital Financial Partners - TX June 2015 - Present
Buzz Services LLC May 2014 - February 2015
Texas Christian University August 2011 - May 2014
Nuts and Bolts Hardware December 2009 - May 2014
Texas Christian University 2010 - 2013
Skills
PowerPoint, Facebook, Social Networking, Microsoft Office, Event Planning, Microsoft Word, Teamwork, Microsoft Excel, Customer Service, Public Speaking, Social Media, Time Management, Leadership, Access, Critical Thinking, Outlook, Higher Education, Marketing Communications, Product Marketing, Non-profits, Sales Operations, Retail Sales, Sales Management, Filing, Marketing Strategy
Education
Texas Christian University 2010 — 2014
Bachelor's Business Administration, Marketing Management
Capital Financial Partners - TX June 2015 - Present
Buzz Services LLC May 2014 - February 2015
Texas Christian University August 2011 - May 2014
Nuts and Bolts Hardware December 2009 - May 2014
Texas Christian University 2010 - 2013
Skills
PowerPoint, Facebook, Social Networking, Microsoft Office, Event Planning, Microsoft Word, Teamwork, Microsoft Excel, Customer Service, Public Speaking, Social Media, Time Management, Leadership, Access, Critical Thinking, Outlook, Higher Education, Marketing Communications, Product Marketing, Non-profits, Sales Operations, Retail Sales, Sales Management, Filing, Marketing Strategy
Education
Texas Christian University 2010 — 2014
Bachelor's Business Administration, Marketing Management
Nicole L. Simmons Nicole L. Simmons's Capital Financial Partners - TX Experience January 2014 - September 2014
Job Television/Film Producer, Video Marketing Specialist
Industry Motion Pictures and Film
Experience
Eleven21 Media January 2013 - Present
Jim Austin TV July 2012 - Present
Capital Financial Partners - TX January 2014 - September 2014
Connextions August 2013 - April 2014
Movies Through Music 2014 - 2014
Nationstar Mortgage September 2009 - March 2012
Access Media 2008 - 2008
Skills
Health Insurance, Small Business, Sales, Video Production, Television Studio..., Video, Camera, Business Networking, Post Production, Editing, Broadcast, Final Cut Pro, Video Editing, Videography, Music Videos, Recording, Sound, Studio Recording, Studio Lighting, Budget, Life insurance, Adobe Creative Suite
Education
Art Institute of Dallas 2010 — 2011
Associate of Applied Science, Video Production
The Art Institute of Dallas Dec. 2011 2010 — 2011
Associate of Applied Science, Video Production
University of North Texas Dec. 2008 2005 — 2008
Bachelors of Arts, Radio, Television, and Film
Eleven21 Media January 2013 - Present
Jim Austin TV July 2012 - Present
Capital Financial Partners - TX January 2014 - September 2014
Connextions August 2013 - April 2014
Movies Through Music 2014 - 2014
Nationstar Mortgage September 2009 - March 2012
Access Media 2008 - 2008
Skills
Health Insurance, Small Business, Sales, Video Production, Television Studio..., Video, Camera, Business Networking, Post Production, Editing, Broadcast, Final Cut Pro, Video Editing, Videography, Music Videos, Recording, Sound, Studio Recording, Studio Lighting, Budget, Life insurance, Adobe Creative Suite
Education
Art Institute of Dallas 2010 — 2011
Associate of Applied Science, Video Production
The Art Institute of Dallas Dec. 2011 2010 — 2011
Associate of Applied Science, Video Production
University of North Texas Dec. 2008 2005 — 2008
Bachelors of Arts, Radio, Television, and Film
Derek D. Reichle's Capital Financial Partners - TX Experience May 2015 - Present
Job Financial Rep.
Industry Financial Services
Experience
Capital Financial Partners - TX May 2015 - Present
OmniAmerican Bank is Now Southside Bank February 2012 - September 2014
Countrywide Home Loans is Bank of America September 2006 - October 2011
Compass Bank is BBVA Compass July 2005 - September 2006
IBM January 2004 - July 2005
Skills
Account Management, Risk Management, Program Management, Customer Service, Analysis, Finance, Management, Business Development, Credit, Banking, Training, Portfolio Management, Leadership, Project Management, Sales, Loans, Credit Analysis, Financial Analysis, Mortgage Banking, Mortgage Lending, Financial Services
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lubbock Christian University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capital Financial Partners - TX May 2015 - Present
OmniAmerican Bank is Now Southside Bank February 2012 - September 2014
Countrywide Home Loans is Bank of America September 2006 - October 2011
Compass Bank is BBVA Compass July 2005 - September 2006
IBM January 2004 - July 2005
Skills
Account Management, Risk Management, Program Management, Customer Service, Analysis, Finance, Management, Business Development, Credit, Banking, Training, Portfolio Management, Leadership, Project Management, Sales, Loans, Credit Analysis, Financial Analysis, Mortgage Banking, Mortgage Lending, Financial Services
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lubbock Christian University 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jay Bartley's Capital Financial Partners - TX Experience April 2015 - Present
Job Capital Financial Partners
Industry Financial Services
Experience
Capital Financial Partners - TX April 2015 - Present
Oklahoma State University 2010 - Present
American National Bank of Texas June 2013 - January 2015
Wealth Management and Corporate Consultant August 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management January 2011 - August 2012
Comerica Bank December 2009 - March 2011
Big Brothers Big Sisters 2010 - 2011
Clifton Capital Partners, Inc. August 2007 - December 2009
Wells Fargo Bank 2002 - 2007
Bank One 1995 - 2002
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Corporate Branding, Relationship Marketing, Cash Management, Investment Management, Loans, Portfolio Management, Trust Management, Charitable Trusts, Trusted Advisor, Insurance, Event Planning, Business Development, Donor Relations, Fundraising, Estate Planning, Wealth, Real Estate, Series 7, Asset Allocation, Retirement Planning, Due Diligence, Investments, Wealth Management..., Mutual Funds, Financial Analysis, Finance, Financial Services, Relationship Management, Banking, Securities, Strategy, Credit, Credit Analysis, Financial Planning, Investment Advisory
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Capital Financial Partners - TX April 2015 - Present
Oklahoma State University 2010 - Present
American National Bank of Texas June 2013 - January 2015
Wealth Management and Corporate Consultant August 2012 - June 2013
U.S. Trust, Bank of America Private Wealth Management January 2011 - August 2012
Comerica Bank December 2009 - March 2011
Big Brothers Big Sisters 2010 - 2011
Clifton Capital Partners, Inc. August 2007 - December 2009
Wells Fargo Bank 2002 - 2007
Bank One 1995 - 2002
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Corporate Branding, Relationship Marketing, Cash Management, Investment Management, Loans, Portfolio Management, Trust Management, Charitable Trusts, Trusted Advisor, Insurance, Event Planning, Business Development, Donor Relations, Fundraising, Estate Planning, Wealth, Real Estate, Series 7, Asset Allocation, Retirement Planning, Due Diligence, Investments, Wealth Management..., Mutual Funds, Financial Analysis, Finance, Financial Services, Relationship Management, Banking, Securities, Strategy, Credit, Credit Analysis, Financial Planning, Investment Advisory
Education
Texas A&M University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting