CAPITAL FINANCIAL PLANNING
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CAPITAL FINANCIAL PLANNING Employees
CAPITAL FINANCIAL PLANNING August 2012 - Present
Ayelet Tours October 2011 - August 2012
TD Bank Group June 2010 - October 2011
Hollywood Video 2009 - 2010
Education
University at Albany 2009 — 2011
Bachelor of Science (B.S.), Economics
Hudson Valley Community College 2007 — 2009
Associate's Degree, Business Administration and Management, General
Oppenheimer & Co. Inc. June 2014 - Present
Northwestern Mutual May 2013 - August 2013
Campaign Financial Services January 2013 - May 2013
United States Senate June 2012 - August 2012
Capital Financial Planning May 2012 - June 2012
Education
American University 2013 — 2013
Global Economics and International Business
St. Lawrence University
Bachelor of Science (B.S.), Economics and Political Science
CDPHP March 2015 - Present
CDPHP April 2014 - February 2015
CDPHP June 2011 - March 2014
Roger Williams University, School of Law August 2007 - December 2010
General Electric, Supply Chain Financial Planning & Analysis (FP&A) June 2010 - August 2010
New York Life Insurance Company September 2009 - December 2009
Capital Financial Planning September 2006 - June 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Hyperion Enterprise, Microsoft Office, Customer Service, Research, Public Speaking, Social Media, Healthcare
Education
Roger Williams University 2007 — 2010
Bachelor of Science, Finance
The Law Firm of Alex Dell December 2014 - Present
Forno Bistro and Chianti IL Ristorante April 2012 - Present
Kindlon Shanks & Associates August 2014 - October 2014
Performance Nutrition August 2011 - March 2012
Milano & Provence Restaurants September 2004 - April 2011
CAPITAL FINANCIAL PLANNING April 2010 - May 2010
Skills
Data Entry, Administrative..., Customer Service, Microsoft Office, Microsoft Excel, QuickBooks, Process Scheduler, Nutrition, Accounts Payable, Program Management, Public Speaking, Teaching, Coaching, Wellness, Fitness, Research, Event Planning, Microsoft Word, PowerPoint, Healthcare, Looking to get into the..., Team Building, Leadership, Glamor, Sports Nutrition, Beauty Industry, Training, Sales, Fitness Training, Social Networking, Modeling, Luxury, Glamour, Accounts Receivable, Administrative..., Outstanding time..., Time Management
Education
Bryant and Stratton College - Albany, NY 2013 — 2014
Associate of Arts and Sciences (AAS), Paralegal Studies with Honors, 4.0
The College of Saint Rose 2006 — 2007
Masters, Education, 3.6
The College of Saint Rose 2001 — 2004
Bachelors, Education, 3.2
Duanesburg High School 1996 — 2000
Honors, Regents Diploma - Social Sciences, 4.0
Capital Financial Planning February 2015 - Present
Joseph A Bank October 2013 - February 2015
Trustco Bank September 2013 - May 2014
Mario's Restaurant 2008 - 2012
Bruegger's Bagels June 2010 - August 2010
Education
The Sage Colleges - Russell Sage College 2010 — 2013
Bachelor of Arts (BA), Psychology with Health and Wellness - Interdisciplinary, 3.55
Schenectady County Community College 2012 — 2012
10 credit hour - summer semester, Anatomy & Physiology
Niskayuna High School
Advanced Regents Diploma, General Studies, Honors
Capital Financial Planning December 2007 - Present
Education
College of Saint Rose 2010 — 2013
MBA, Financial Planning
The Sage Colleges-Sage College of Albany 2004 — 2006
Political Science
CAPITAL FINANCIAL PLANNING March 2013 - Present
AXA Advisors May 2010 - April 2013
Skills
Securities, Series 7, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Asset Allocation, Investments, Investment Strategies
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor's degree, Finance, General
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Empire Financial Advisors April 2014 - Present
CAPITAL FINANCIAL PLANNING October 2012 - April 2014
AXA Advisors 1990 - September 2012
Skills
Insurance, Series 7, Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Strategic Financial..., Financial Planning, Wealth Management, 401k, Leadership, Finance
Education
Siena College 1981 — 1985
Capital Financial Planning June 2006 - Present
Education
State University of New York at Albany 1985 — 1989
BA, Political Science
University of Rochester 1990 — 1992
MS Ed., Education
Ameriprise Financial Services, Inc. November 2011 - Present
CAPITAL FINANCIAL PLANNING July 2009 - November 2011
Edward Jones May 2008 - June 2009
Skills
Retirement Planning, CRPC, Strategic Financial..., Investments, Wealth Management, Asset Allocation, Insurance, Series 7, Series 63, Long-term Care, IRAs, Retirement, Financial Advisory, Investment Strategies, 401k, Wealth Management..., ETFs, Pensions, College Savings Plans, Personal Financial...
Education
State University of New York College at Cortland 2003 — 2008
CAPITAL FINANCIAL PLANNING May 2003 - Present
Waddell & Reed January 1995 - April 2003
Skills
Financial Advisory, Securities, Asset Allocation, Strategic Financial..., Wealth Management, Real Estate, Relationship Management, Retirement Planning, Start-ups, Commercial Lending, Series 7
Education
The College of Saint Rose 1983 — 1987
ba, finance management