CAPITAL FINANCIAL PLANNING

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CAPITAL FINANCIAL PLANNING Employees

Employee
Years
Job
Industry
Melisa Boel Melisa Boel Rensselaer, New York Details
Melisa Boel's CAPITAL FINANCIAL PLANNING Experience August 2012 - Present
Job Administrative Assistant at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
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

Stephen Cash Stephen Cash New York, New York Details
Stephen Cash's CAPITAL FINANCIAL PLANNING Experience May 2012 - June 2012
Job Oppenheimer & Co. Inc.
Industry Financial Services
Experience
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

Cullen Briggs Cullen Briggs Albany, New York Area Details
Cullen Briggs's CAPITAL FINANCIAL PLANNING Experience September 2006 - June 2007
Job Marketing Process Implementation Manager at CDPHP
Industry Hospital & Health Care
Experience
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

Jessica Dunn Jessica Dunn Albany, New York Area Details
Jessica Dunn's CAPITAL FINANCIAL PLANNING Experience April 2010 - May 2010
Job Workers' Compensation and New York State Disability Retirement Paralegal at The Law Firm of Alex Dell
Industry Legal Services
Experience
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

Sara Symolon Sara Symolon Albany, New York Area Details
Sara Symolon's CAPITAL FINANCIAL PLANNING Experience February 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
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

Arthur Forget, MBA Arthur Forget, MBA Albany, New York Area Details
Arthur Forget, MBA's CAPITAL FINANCIAL PLANNING Experience December 2007 - Present
Job Financial Advisor at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
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

Daniel O'Keefe, CFP® Daniel O'Keefe, CFP® Delmar, New York Details
Daniel O'Keefe, CFP®'s CAPITAL FINANCIAL PLANNING Experience March 2013 - Present
Job Financial Consultant at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
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

Gilbert Chase Gilbert Chase Albany, New York Area Details
Gilbert Chase's CAPITAL FINANCIAL PLANNING Experience October 2012 - April 2014
Job CoFounder at Empire Financial Advisors
Industry Financial Services
Experience
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

Bruce Gaynor Bruce Gaynor Albany, New York Area Details
Bruce Gaynor's CAPITAL FINANCIAL PLANNING Experience June 2006 - Present
Job Advisor at Capital Financial Planning
Industry Financial Services
Experience
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

Rich Avdoyan Rich Avdoyan Greater New York City Area Details
Rich Avdoyan's CAPITAL FINANCIAL PLANNING Experience July 2009 - November 2011
Job Financial Advisor
Industry Financial Services
Experience
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

todd slingerland todd slingerland Albany, New York Area Details
todd slingerland's CAPITAL FINANCIAL PLANNING Experience May 2003 - Present
Job Pres., CEO at CAPITAL FINANCIAL PLANNING
Industry Financial Services
Experience
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