Capital Management Advisors
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Capital Management Advisors Employees
EY January 2015 - March 2015
UCB January 2014 - December 2014
Kennesaw State University Student Managed Investment Fund, LLC January 2014 - December 2014
Grant Thornton Spain September 2013 - November 2013
Capital Management Advisors June 2013 - September 2013
Kell High School August 2012 - October 2012
The Latin Products May 2012 - August 2012
Skills
Microsoft Excel, Finance, Corporate Tax, Equity Research, Microsoft Office, Equity Valuation, Financial Analysis, International Tax, Microsoft Word, QuickBooks, Sports, Social Media, Analysis, Forecasting, Tax, Time Management, Investments, SAP, Management, Trading, Income Tax, Accounting, Invoicing, Financial Reporting, Financial Accounting, Financial Modeling, Access, Account Reconciliation, Auditing, Cost Accounting, General Ledger, Financial Statements, PowerPoint, Teamwork, Leadership, Customer Service, Research, Public Speaking, Team Leadership, Data Analysis, Social Networking, Marketing, Event Planning, Facebook
Education
McIntire School of Commerce 2015 — 2016
Master’s Degree, Taxation
Kennesaw State University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.34
Kell High School 2007 — 2010
High School Diploma
PureRED Integrated Marketing July 2015 - Present
Impact Consulting Services - ICS October 2014 - Present
Kennesaw Marketing Association May 2014 - January 2015
Capital Management Advisors January 2014 - May 2014
Skills
Customer Service, Microsoft Office, Social Media, Retail, Sales, Social Networking, Dependable Team Player, Facebook, Social Media Marketing, Marketing, Website design, Highly detail oriented, Great communications..., Organized self-starter, Time Management, Writing, Applicant Tracking..., Email Marketing
Education
Kennesaw State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Caterpillar Financial February 2015 - Present
Invesco US October 2014 - January 2015
Student Managed Investment Fund LLC August 2014 - December 2014
Capital Management Advisors June 2014 - August 2014
First International Bank May 2013 - August 2013
Skills
Corporate Finance, Banking, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Excel, Financial Services, Bloomberg, Investment Banking, Finance, Customer Service, Management, Public Speaking, Analysis, Team Leadership, Investments, Economics
Education
Kennesaw State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, City University of New York (CUNY)
Morrison Healthcare July 2014 - Present
Capital Management Advisors October 2012 - July 2014
Capital Management Advisors January 2012 - October 2012
Jacksonville State University January 2011 - May 2012
Sarrell Dental September 2011 - December 2011
Jacksonville State University August 2010 - January 2011
Skills
Finance, Analysis, Microsoft Excel, VBA and Macros, Problem Solving, Financial Modeling, Financial Analysis, Statistics, Research, Economics, Investments, Data Analysis, QlikView, PowerPoint, Business Analysis, Customer Service, Asset Allocation, Microsoft Office, Market Research, Risk Management, Manage Client..., Teamwork
Education
Jacksonville State University 2010 — 2012
Master of Business Administration (MBA), Business/Commerce, General, GPA 4.0
Jacksonville State University 2006 — 2010
Bachelor of Science (BS), Finance, Institutional Honors: Magna Cum Laude. GPA 3.8
NYU Stern School of Business August 2015 - Present
EFG Asset Management January 2014 - July 2015
EFG Asset Management September 2010 - December 2013
Capital Management Advisors January 2010 - September 2010
EFG Bank July 2008 - December 2009
ACM Shipping June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Bloomberg, Equities, Portfolio Management, Alternative Investments, Investments, Wealth Management, Fixed Income, Securities, Derivatives, Economics, Risk Management, Fund Of Funds, Mutual Funds, Asset Management, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Royal Holloway, University of London 2005 — 2008
BSc, Economics & Management
Janson de Sailly 1998 — 2005
Baccalauréat, Scientific
Dieffenbacher July 2014 - Present
Freelance Consultant October 2013 - Present
Capital Management Advisors May 2012 - October 2013
Kemira June 2011 - March 2012
Siemens April 2008 - June 2011
Skills
Process Improvement, Microsoft Office, Logistics, Customer Service, Purchasing, Materials Management, Team Leadership, Forecasting, Operations Management, Customer Satisfaction, Lotus Notes, Sales, Access, Outlook, Negotiation, Management, Pricing, Advertising, Analysis, Event Planning, Social Networking, Teamwork, Microsoft Word, Time Management, Leadership Development, Public Speaking, Leadership, Marketing, Process Scheduler, Administration, Vendor Management, Budgets, PowerPoint, Supervisory Skills, Strategic Planning
Education
Shorter University-College of Adult & Professional Programs 2009 — 2011
Associate's degree, Business Administration and Management, General
Capital Management Advisors June 2014 - Present
Stratus Property Group March 2014 - May 2014
Central City Tavern August 2012 - February 2014
Skills
PowerPoint, Microsoft Excel, Equity Research, Corporate Finance, Statistical Data..., Technical Analysis
Education
Kennesaw State University 2012 — 2014
BBA, Finance
CFA Program
Level III Candidate 2015
Capital Management Advisors August 2015 - Present
Cobb Chamber of Commerce June 2015 - August 2015
Castellucci Hospitality Group August 2014 - March 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Social Media, Teamwork, Public Speaking, Sales, Office 365, Evernote, Social Media Marketing, Facebook, Event Planning, Research, Social Networking, Time Management
Education
Kennesaw State University - Michael J. Coles College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Alan C Pope High School
Alan C Pope High School
Capital Management Advisors January 2006 - Present
Capital Management Advisors January 2006 - Present
Consolidated Capital Management January 2006 - Present
Skills
Retirement Income..., 410(k) Rollovers, Fixed Income, Retirement Planning, Securities, Investment Management, Financial Advisory, IRAs, Series 7, Investments, Equities, Asset Managment, Series 63, Portfolio Management, Options, Due Diligence, Trading, Financial Analysis, Investment Advisory, Alternative Investments, 401k
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2010
B.B.A.
Georgia Institute of Technology 2004 — 2005
The Lovett School 1996 — 2004
High School Diploma
Capital Management Advisors October 1992 - Present
Consolidated Capital Management 1992 - Present
Rotary District 6900 July 2008 - June 2009
JSU Foundation 2002 - 2005
Education
Jacksonville State University
BS, Economics & Finance
Champion Advisors LLC February 2009 - Present
Capital Management Advisors June 2006 - February 2009
Education
Texas Tech University 1999 — 2005
BS, Personal Financial Planning
Cameron Motorsports Inc January 2011 - Present
Wells Fargo March 2010 - January 2011
Capital Management Advisors February 2009 - January 2010
Coosa Valley Regional Development Center February 2005 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Finance, Access, Banking, Outlook, Data Analysis, Financial Reporting, Budgets
Education
Jacksonville State University 2006 — 2009
Bachelor of Business Administration (BBA), Finance
University of Alabama 2005 — 2006
Towers Watson July 2014 - Present
Make-A-Wish Georgia May 2014 - July 2014
Capital Management Advisors January 2014 - May 2014
Kennesaw State University Student Managed Investment Fund, LLC January 2014 - May 2014
Kennesaw State University Student Managed Investment Fund, LLC August 2013 - December 2013
Scottrade May 2013 - December 2013
T-Mobile March 2012 - May 2013
Sears Holdings Corporation May 2011 - January 2012
Skills
Research, Investment Research, Customer Retention, Bloomberg Terminal, Financial Analysis, Sales, Management, Trading, Corporate Finance, Microsoft Excel, Customer Experience, Mobile Devices, Customer Satisfaction, Customer Service, Microsoft Office, Retail, Direct Sales, Sales Operations, Telecommunications, Call Centers, Retail Sales, Cold Calling, Team Leadership, Merchandising, Wireless, Sales Process, pc troubleshooting
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2014
Bachelor of Business Administration in Finance, Finance, General