Capital Institutional Services, Inc. (CAPIS)

Industry: Company

Description

Headquarters: Dallas, TX Founded: 1977 Subsidiaries: NEXT Energy Group, LLC, Fintech Securities, LLC, Capital Institutional Services, Inc., Research Division

Capital Institutional Services, Inc. (CAPIS) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Institutional Services, Inc. (CAPIS). You can filter them based on skills, years of employment, job, education, department, and prior employment.

Capital Institutional Services, Inc. (CAPIS) Salaries. You can even request information on how much does Capital Institutional Services, Inc. (CAPIS) pay if you want to. Learn about salaries, pros and cons of working for Capital Institutional Services, Inc. (CAPIS) 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!

20 Capital Institutional Services, Inc. (CAPIS) employees in database. Find out everything there's to know about Capital Institutional Services, Inc. (CAPIS) 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 Institutional Services, Inc. (CAPIS) Employees

Employee
Years
Job
Industry
Stacey Hedgecoke Stacey Hedgecoke Irving, Texas Details
Stacey Hedgecoke's Capital Institutional Services, Inc. (CAPIS) Experience 2000 - 2014
Job Risk Management Administrator
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  April 2015 - Present
IPA Family, LLC  February 2015 - Present
Capital Institutional Services, Inc. (CAPIS)   2000 - 2014
D&F Distributing, Inc.   May 1992 - December 1999

Skills
Insurance, Group Insurance, Health Insurance, Whole Life, Term Life Insurance, Critical Illness, Disability Insurance, Pet Insurance, Dental Insurance, Vision Insurance, Trading Assistant and..., Securities, Fidessa - USTPv14.13, Fidessa Data..., Trading Systems, Thompson One, Account Reconciliation, Risk Management, Microsoft Outlook, DTCC Reference, Microsoft Excel, Salesforce.com, AOL Instant Messaging, Microsoft Word, Investments, Equities, Customer Service

Education
The License Coach   2014 — 2015
Insurance General Lines, Life, Health, Accident Insurance, Licensed

Champions School of Real Estate   2014 — 2014
Certificate, Real Estate

The University of Texas at Arlington   2006 — 2010
Certification, Texas Law of Agency, Real Estate

Alliance Academy #0204,#13   2004 — 2005
Keeping Current with Texas Mortgage Compliance, TSLD and TREC

North Garland High School, BrookHaven College, Collin County Community College   1980 — 1986
High School Diploma, Credit Hours, Business/Commerce, General

Corbin Bahcall Corbin Bahcall Irving, Texas Details
Corbin Bahcall's Capital Institutional Services, Inc. (CAPIS) Experience August 2015 - Present
Job Digital Marketing & Corporate Communications
Industry Marketing and Advertising
Experience
Capital Institutional Services, Inc. (CAPIS)   August 2015 - Present
Free Lance  April 2014 - Present
Prestige Maintenance USA  March 2013 - Present
Multiview  May 2012 - February 2013
1660 ESPN Radio   April 2010 - August 2010

Skills
Public Relations, Internal Communications, Marketing, Social Media, Social Networking, Social Media Marketing, Sales, Facebook, Media Relations, Blogging, Leadership, Account Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Spanish, Newsletter Production, Adobe Creative Suite, Illustrator, Photoshop, Editing, Business Writing, Newsletters, Press Releases, Web Development, Marketing Communications

Education
Baylor University   2008 — 2012
Bachelor's Degree, Marketing, 3.29/4.0

Universidad Nacional de Cuyo   2011 — 2011
Spanish

Curtis Moratz Curtis Moratz Barrington, Illinois Details
Curtis Moratz's Capital Institutional Services, Inc. (CAPIS) Experience June 2014 - March 2015
Job MBS trader at Arbor Research and Trading
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS)   June 2014 - March 2015
Arbor Research and Trading  April 2009 - April 2014
National Guardian Life Insurance Company  2005 - April 2009
National City Bank  2004 - 2005
Key Bank (Division of McDonald Investments)   2003 - 2004
Legg Mason  2000 - 2003

Skills
Bonds, Bloomberg, Hedge Funds, Trading, Fixed Income, Equity Research, High Yield, Equity Trading, Series 63, Portfolio Management, Investment Banking, Loans, Options, Equities, Structured Products, Due Diligence, Asset Allocation, Financial Markets, Asset Management, Wealth Management, Interest Rate..., Volatility, Trading Systems, Capital Markets, Mergers & Acquisitions, Investments, Series 7, FINRA, Securities, Derivatives, Electronic Trading, Currency, Bloomberg Terminal, Private Equity, Asset Managment, Financial Analysis, CDS

Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)

UW-Madison
Bachelor of Science (B.S.), Chemical Engineering

Scott Cottrill Scott Cottrill Westminster, Colorado Details
Scott Cottrill's Capital Institutional Services, Inc. (CAPIS) Experience September 1997 - January 2007
Job Application Development Manager at Scottrade
Industry Financial Services
Experience
Scottrade  July 2015 - Present
Scottrade  March 2010 - July 2015
Computer Research, Inc.   October 2008 - February 2010
Capital Institutional Services, Inc. (CAPIS)   September 1997 - January 2007
EDS Group  January 1986 - September 1997

Skills
Leadership, Finance, Business Analysis, Management, Project Management, Quality Assurance, SDLC, Software Development, SQL, Visio, Databases, SharePoint, Software Documentation, XML, Requirements Analysis

Education
Bryan Institute   1985 — 1985
Computer Programming

Texas Tech University   1980 — 1984
Chemistry / Architectural Structures

Jessica Oliveras-Yu Jessica Oliveras-Yu Parlin, New Jersey Details
Jessica Oliveras-Yu's Capital Institutional Services, Inc. (CAPIS) Experience December 2013 - Present
Job Customer Service Representative at Capital Institutional Services, Inc. (CAPIS)
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS)   December 2013 - Present
Cowen and Company  February 2011 - December 2013
Newedge  April 2001 - February 2011

Skills
Trading, Equities, Separately Managed..., Middle Office, Options, Equity Trading, Series 7, Securities, Hedge Funds, Bloomberg, Electronic Trading, Series 63, Derivatives, Fixed Income

Education
CUNY New York City College of Technology   1992 — 1995
Bachelor of Technology (BTech), Graphics and Printing Production

Brooklyn Technical High School   1989 — 1992

Christopher Harlin Christopher Harlin Chicago, Illinois Details
Christopher Harlin's Capital Institutional Services, Inc. (CAPIS) Experience December 1995 - July 1998
Job Midwest Institutional Sales at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP  July 2015 - Present
Northern Trust Corporation  January 2008 - May 2015
Lynch, Jones & Ryan   July 1998 - May 2006
Capital Institutional Services, Inc. (CAPIS)   December 1995 - July 1998
Donaldson, Lufkin & Jenrette   April 1988 - July 1994

Skills
Asset Management, Asset Based Lending, Asset Based Finance, Mutual Funds, Asset-backed..., Global Custody, Fixed Income Strategies, Alternative Investments, Series 7, Series 63, Equities, Equity Capital Markets, Capital Markets, Fund Of Funds, Fixed Income, Hedge Funds, Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Trading

Education
Ithaca College
Bachelor of Arts (B.A.), Psychology

Scott Peebles Scott Peebles San Antonio, Texas Details
Scott Peebles's Capital Institutional Services, Inc. (CAPIS) Experience August 1992 - April 1997
Job President at Trellisent Investments
Industry Investment Management
Experience
Trellisent Investments   August 2009 - Present
Citi  May 2002 - May 2009
WR Hambrecht + Co  March 2001 - July 2001
Kaufman Bros.  November 2000 - February 2001
Brown Brothers Harriman  May 1999 - May 2000
Capital Institutional Services, Inc. (CAPIS)   August 1992 - April 1997

Skills
Equity Research, Investments, Mutual Funds, Equity Sales, High Net Worth..., Institutional Sales, New Business Development

Education
University of North Texas   1989 — 1992
Bachelor of Science (BS), Banking and Finance

Winston Churchill High School   1984 — 1987

Stephen Valelly Stephen Valelly Dallas/Fort Worth Area Details
Stephen Valelly's Capital Institutional Services, Inc. (CAPIS) Experience June 2000 - November 2005
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  May 2013 - Present
Jefferies LLC  April 2010 - May 2013
Merrill Lynch PBIG   November 2005 - April 2010
Capital Institutional Services, Inc. (CAPIS)   June 2000 - November 2005
Coral Rock Investments   March 1988 - June 2000

Skills
Equities, Securities, Wealth Management, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Investment Strategies, Financial Services, Investments, Alternative Investments, Hedge Funds, Series 7, Foreign Exchange

Education
Stanford University   1974 — 1977
Bachelor of Arts (B.A.), History

Swarthmore College   1973 — 1973
History / Political Science

Jerry Tenison Jerry Tenison El Paso, Texas Area Details
Jerry Tenison's Capital Institutional Services, Inc. (CAPIS) Experience June 1986 - October 1993
Job Director of Sales and Marketing at Transtelco
Industry Telecommunications
Experience
Transtelco  March 2008 - Present
Whitehorse Communications   May 2002 - March 2008
Northwestern Mutual  April 1994 - March 2008
Capital Institutional Services, Inc. (CAPIS)   June 1986 - October 1993

Skills
Strategic Planning, Negotiation, Telecommunications, Managed Services, VoIP, Solution Selling, Sales Management, Unified Communications, Direct Sales, Key Account Management, IP, Account Management, Management

Education
University of Dallas   1980 — 1985
Bachelor of Science (BS), Economics

The University of Texas at El Paso

Randall Pleasant Randall Pleasant Dallas/Fort Worth Area Details
Randall Pleasant's Capital Institutional Services, Inc. (CAPIS) Experience December 2002 - January 2003
Job Senior Software Engineer
Industry Computer Software
Experience
Apptricity Corporation  November 2004 - Present
Verizon  2004 - November 2004
McKesson  February 2003 - October 2003
Capital Institutional Services, Inc. (CAPIS)   December 2002 - January 2003
Cingular Wireless  June 2001 - October 2001
Cysive  July 2000 - March 2001
Allied Riser Communications  November 1999 - June 2000
Advance Paradigm Data Services   June 1998 - September 1999
Computer City  October 1997 - June 1998
The Associates  September 1995 - September 1997

Skills
Hibernate, Java, UML, Object Oriented Design, Tomcat, ZK, Spring, Software Design Patterns, SQL, Delphi, JPA, HQL, EJB, Web Applications, Logistics Software..., Supply Chain Software..., Pascal, JBoss Application Server, Spring Framework, Drools Rule Engine, EDI, JUnit, Eclipse, JDBC

Education
Art Technology Group   2001 — 2001

ObjectSpace   1996 — 1997

The Catholic University of America   1989 — 1992
Anthropology and Archaeology

Northwestern State University   1985 — 1988
Bachelor's degree, Anthropology and Archaeology

Marthaville High School   1963 — 1975
High School

Damon Belding Damon Belding Dallas/Fort Worth Area Details
Damon Belding's Capital Institutional Services, Inc. (CAPIS) Experience September 2006 - Present
Job Equity Sales Trader at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS)   September 2006 - Present
JonesTrading  November 2002 - September 2006
Wunderlich Securities  June 2002 - October 2002
Morgan Keegan & Co Inc  November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS)   January 1998 - October 2000
Rock Island Securities, Inc.   August 1994 - December 1997

Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management

Education
Louisiana Tech University   1990 — 1994
B.S. Finance

Wendy Dailey Wendy Dailey Dallas/Fort Worth Area Details
Wendy Dailey's Capital Institutional Services, Inc. (CAPIS) Experience 2006 - Present
Job SVP, Director of Business Development at Capital Institutional Services, Inc. (CAPIS)
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS)   2006 - Present
Capital Institutional Services, Inc. (CAPIS)   2012 - 2013
Capital Institutional Services, Inc. (CAPIS)   2004 - 2006
Capital Institutional Services, Inc. (CAPIS)   1999 - 2004
Capital Institutional Services, Inc. (CAPIS)   1997 - 1999

Skills
Investments, Series 7, Securities, Alternative Investments, Asset Management, Trading, Capital Markets, Options, Equities, Hedge Funds, Series 63, Fixed Income, Trading Systems, Bloomberg, Equity Trading

Education
University of Cincinnati College of Business
BBA, Finance, Accounting

Naomi Rhodes Naomi Rhodes Dallas/Fort Worth Area Details
Naomi Rhodes's Capital Institutional Services, Inc. (CAPIS) Experience July 2006 - October 2007
Job Financial Advisor / CRPC® at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors LLC  February 2012 - Present
Morgan Stanley  October 2007 - February 2012
Capital Institutional Services, Inc. (CAPIS)   July 2006 - October 2007

Skills
Wealth Preservation..., Wealth Strategies, Wealth Transfer, Retirement Planning, Estate Planning, Risk Management, Client Services, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership

Education
The University of Texas at Arlington   2001 — 2004
Bachelor of Arts (BA)

Mississippi State University   2000 — 2001

Enrique Gibens Enrique Gibens Dallas/Fort Worth Area Details
Enrique Gibens's Capital Institutional Services, Inc. (CAPIS) Experience March 2015 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
Capital Institutional Services, Inc. (CAPIS)   March 2015 - Present
Wells Fargo  April 2014 - October 2014
Xpanxion  May 2013 - March 2014
Crawford & Company  May 2013 - December 2013
Wells Fargo  October 2011 - March 2013

Skills
PowerPoint, SQL, Business Analysis, Visio, Lotus Notes, Software Development, Agile Methodologies, SDLC, ESB, Requirements Gathering, Experienced Business..., EDI, Software Quality..., Test Planning, Test Cases, Microsoft Word, Outlook, Project Management, Microsoft Excel, Microsoft Office, Access, Loan Servicing, Software Documentation

Education
Iowa State University - College of Business   2007 — 2011
B.S., Management Information Systems

Zachary Weaver Zachary Weaver Grapevine, Texas Details
Zachary Weaver's Capital Institutional Services, Inc. (CAPIS) Experience January 2013 - February 2014
Job Senior Application Support Analyst at VHA Inc.
Industry Information Technology and Services
Experience
VHA Inc.  March 2014 - Present
Capital Institutional Services, Inc. (CAPIS)   January 2013 - February 2014
Companion Data Services  February 2008 - December 2012
Pattonair  April 2007 - November 2007
ELCAN Optical Technologies  March 2007 - March 2007
Digisource   August 2006 - February 2007
Pattonair  June 2002 - August 2006
EMC Mortgage  July 2000 - June 2002

Skills
SQL, Databases

Education
Texas A&M University   1995 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Similar Companies