Capital One Financial Advisors

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Capital One Financial Advisors Employees

Employee
Years
Job
Industry
Joe Gamez Joe Gamez San Antonio, Texas Area Details
Joe Gamez's Capital One Financial Advisors Experience January 2011 - May 2012
Job VP/ Wealth Advisor at Revolution Weatlh Management
Industry Financial Services
Experience
Revolution Weatlh Management   May 2012 - Present
Capital One Financial Advisors   January 2011 - May 2012
JPMorgan Chase  May 2007 - December 2010
USAA  2000 - 2007

Skills
Retirement Planning, Wealth Management, Series 7, Series 63, Asset Allocation, Portfolio Management, Asset Management, Series 65, Investment Advisory, Mutual Funds, Life & Health Insurance..., Investment Strategies

Education
Our Lady of the Lake University
Bachelor of Arts (B.A.), Philosophy

Somerset High School

John Fitchett John Fitchett Vienna, Virginia Details
John Fitchett's Capital One Financial Advisors Experience September 2007 - November 2013
Job n/a
Industry Financial Services
Experience
Wells Fargo  November 2013 - July 2014
Capital One Financial Advisors   September 2007 - November 2013

Education
Ambassador University   1994 — 1996
Communications, Radio and Televison

Brandon Scully Brandon Scully Greater New Orleans Area Details
Brandon Scully's Capital One Financial Advisors Experience August 2010 - September 2012
Job Estimator at Palmisano Contractors
Industry Construction
Experience
Palmisano Contractors   January 2015 - Present
Landis Construction Co., LLC   February 2014 - January 2015
Core Construction Services, LLC   May 2013 - February 2014
Capital One Financial Advisors   August 2010 - September 2012
Capital One Bank  July 2009 - August 2010

Skills
Finance, Banking, Investments, Credit, Fixed Annuities, Financial Services, Management, Sales, Loans, Account Management, Mutual Funds, Training

Education
University of New Orleans   2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management

Michael Asuncion Michael Asuncion Huntington Station, New York Details
Michael Asuncion's Capital One Financial Advisors Experience April 1998 - November 2012
Job Financial Services Recruiter / President Happy Faces Photo Booths
Industry Financial Services
Experience
Capital One Financial Advisors   April 1998 - November 2012

Skills
Series 24, Series 7, Series 63, Life Insurance, Trading, Branch Banking, Investments, Envestnet, Reuters, Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Wealth Management, Asset Management, Banking, Financial Analysis, Financial Services, Mutual Funds, Risk Management

Education
Dowling College   2003 — 2005
Master of Business Administration (M.B.A.), Corporate Finance

St. John's University   1985 — 1991
Bachelor of Science (BS), Business Management

Rosemarie F. Cohen, CFP® Rosemarie F. Cohen, CFP® Washington D.C. Metro Area Details
Rosemarie F. Cohen, CFP®'s Capital One Financial Advisors Experience 2009 - Present
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Capital One Financial Advisors   2009 - Present
Chevy Chase Financial Services  1999 - 2009
M&T Bank (formerly BSB Bank & Trust)   1992 - 1997
Ameriprise Financial Services, Inc.   1987 - 1992

Skills
Wealth Management, Personal Financial..., Retirement Planning, Series 7, Investment Management, Team Building, Strategic Partnerships, Asset Management, Insurance

Education
Rutgers University
Bachelor's degree, Business Administration and Management, General

Derek C. Smith, CFP® Derek C. Smith, CFP® Washington D.C. Metro Area Details
Derek C. Smith, CFP®'s Capital One Financial Advisors Experience July 2011 - October 2012
Job Financial Planner at SunTrust Private Wealth Management
Industry Financial Services
Experience
SunTrust Private Wealth Management  February 2014 - Present
SunTrust Investment Services  November 2012 - February 2014
Capital One Financial Advisors   July 2011 - October 2012
Signature Financial Partners - John Hancock   September 2009 - July 2011
Raymond James  January 2009 - June 2009
Merrill Lynch  June 2008 - August 2008

Skills
Series 7, Series 66, Variable Life & Health

Education
Georgetown University   2012 — 2012
Certified Financial Planner

University of Maryland - Robert H. Smith School of Business   2007 — 2009
Finance, Economics

University of Maryland College Park   2006 — 2009
Bachelor of Science, General Business, Economics

James Norell, PMP James Norell, PMP Greater New York City Area Details
James Norell, PMP's Capital One Financial Advisors Experience June 2009 - September 2010
Job Principal Consultant at Capco
Industry Management Consulting
Experience
Capco  September 2010 - Present
Capital One Financial Advisors   June 2009 - September 2010
Credit Suisse  October 2007 - December 2008
JPMorgan  March 2005 - October 2007
Morgan Stanley  January 2005 - March 2005
Credit Suisse First Boston  August 2004 - December 2004
JPMorgan Chase  March 2003 - August 2004
ITOCHU Technology   August 2001 - October 2002
University of Massachusetts Medical School  March 2001 - May 2001
Barnes & Noble.com   May 2000 - March 2001

Skills
Project Portfolio..., PMO, Program Management, Financial Risk, PMP, Strategy, SDLC, Integration, Project Management, Governance, MS Project, Leadership, Management, Outsourcing, Quality Assurance, Business Analysis, Business Process..., Vendor Management, Microsoft Project

Education
Adelphi University
MBA, Banking and Financial Markets

International Program and Project Management School
Certificate, Program / Project Management

Stony Brook University
Certificate, Project Management Plus

Susquehanna University
BA, Computer Science

Terry Tully Terry Tully New Orleans, Louisiana Details
Terry Tully's Capital One Financial Advisors Experience January 2012 - April 2014
Job Self Employed
Industry Financial Services
Experience
Me Inc.  January 2014 - Present
Capital One Financial Advisors   January 2012 - April 2014

Skills
401k, Finance, Investment Advisory, Investments, Private Equity, Private Placements, Risk Management, Series 7, Small Business, Strategic Financial..., Trusts, Valuation, Event Management, Entrepreneurship, Team Building, Marketing Strategy, Financial Modeling, Financial Analysis, Business Strategy, Start-ups, Due Diligence, Strategic Partnerships, Fundraising, Mergers, Strategy, Equities, Venture Capital, Asset Management, Alternative Investments, Nonprofits

Education
University of New Orleans

Jeff Doan Jeff Doan Washington D.C. Metro Area Details
Jeff Doan's Capital One Financial Advisors Experience December 2014 - Present
Job Vice President Financial Advisor, Capital One Financial Advisors
Industry Financial Services
Experience
Capital One Financial Advisors   December 2014 - Present
Wells Fargo Advisors  August 2013 - November 2014
ING Financial Partners  February 2011 - August 2013

Skills
Retirement Planning, Investment Advisory, IRAs, Retirement Income..., 401k Rollovers, IRA's, Annuities, Insurance Planning, Wealth Accumulation, Wealth Management, Mutual Funds, Asset Allocation, Financial Planning, Disability Insurance, Roth IRA, Long Term Care, Estate Planning, Series 63, Stocks, Securities, Financial Analysis, Risk Management, series 65, Series 7

Education
George Mason University   2004 — 2008
Bachelor, Marketing

Stephen Everett Stephen Everett Austin, Texas Area Details
Stephen Everett's Capital One Financial Advisors Experience 2012 - Present
Job Senior Financial Consultant at One Capital Financial Advisors
Industry Financial Services
Experience
One Capital Financial Advisors   May 2012 - Present
Capital One Financial Advisors   2012 - Present
Whitney Securities and Investments   November 2010 - January 2012
Morgan Stanley Smith Barney  August 2009 - September 2010
Blitz Medical   2008 - 2009
The Millennium Protection Group   November 2006 - September 2008
Southwestern Company  May 2004 - August 2005

Skills
Strategic Financial..., Retirement Planning, Series 7, 401k, Strategic Planning, Asset Allocation, Finance, Budgets, Financial Analysis, Securities, Fixed Annuities, Investments

Education
Louisiana State University   2003 — 2007
Bachelors, International Trade and Finance

Reneé Aucoin Reneé Aucoin Greater New Orleans Area Details
Reneé Aucoin's Capital One Financial Advisors Experience June 2012 - September 2013
Job Owner at Aucoin Consulting
Industry Financial Services
Experience
Colonial Life  December 2013 - Present
Aucoin Consulting   September 2013 - Present
Capital One Financial Advisors   June 2012 - September 2013
JPMorgan Chase  June 2011 - June 2012
Morgan Stanley Smith Barney  February 2008 - July 2010
Whitney National Bank  February 2006 - February 2008
C&C Surveying, Inc   August 2005 - December 2005

Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Financial Analysis, Estate Planning, Finance, Financial Services, Strategy

Education
University of New Orleans   2003 — 2005
Bachelor of Science, Finance; Banking

Gavin O'Donoghue Gavin O'Donoghue Melville, New York Details
Gavin O'Donoghue's Capital One Financial Advisors Experience July 2007 - July 2010
Job Strategic Pricing Analyst
Industry Business Supplies and Equipment
Experience
Canon Solutions America  August 2010 - Present
Capital One Financial Advisors   July 2007 - July 2010
BCM, Inc.   October 2006 - June 2007
ODA Consulting Inc.   June 2001 - September 2006

Skills
Proposal Writing, Business Plan..., Requirements Gathering, Process Engineering, Strategic Planning, RFP, Bid Analysis, Analysis, Vendor Management, Project Management, Contract Negotiation, Business Process..., Data Analysis, Leadership, Process Improvement, Business Planning, Program Management, Proposal Production, Proposal Support, Bid Strategy, Competitive Analysis, Business Development, Team Leadership, New Business Development, Training, Solution Selling, Team Building, Strategy, Marketing Communications, Six Sigma, Pricing, Sales Operations, Cross-functional Team..., Direct Sales, B2B, Account Management, Marketing Strategy

Education
State University of New York at Stony Brook
B.A.

Gene Rucker Gene Rucker Washington D.C. Metro Area Details
Gene Rucker's Capital One Financial Advisors Experience May 2012 - October 2014
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Bank  October 2014 - Present
Capital One Financial Advisors   May 2012 - October 2014
Capital One Financial Advisors   2006 - 2012
Citibank  2004 - 2005
Chevy Chase Financial Advisors   2002 - 2003

Education
University of Maryland College Park   1987 — 1992
Bachelor of Arts (BA), Economics, Dean's List, 1992

Walter Johnson High School   1983 — 1987

Christy Hobbs Powell, CFA Christy Hobbs Powell, CFA Washington D.C. Metro Area Details
Christy Hobbs Powell, CFA's Capital One Financial Advisors Experience December 2009 - May 2012
Job Vice President, Portfolio Manager at Sandy Spring Trust
Industry Financial Services
Experience
Sandy Spring Bank  August 2015 - Present
Sandy Spring Bank  June 2013 - Present
Capital One Financial Advisors   December 2009 - May 2012
Chevy Chase Bank  October 2006 - May 2010
Newby & Company   January 1993 - January 2004
Newby & Company   January 1991 - January 1993
Legg Mason Wood Walker  January 1990 - January 1991

Skills
Series 7, FINRA, Securities, Equities, Asset Managment, Investments, Strategic Financial..., Wealth Management, Financial Analysis, SEC filings, Mutual Funds, Finance

Education
University of Maryland College Park   1986 — 1990
BS, Finance

Kenneth Stein, CFP® Kenneth Stein, CFP® Greater New York City Area Details
Kenneth Stein, CFP®'s Capital One Financial Advisors Experience March 2011 - July 2013
Job Client advocate, advisor and sales leader
Industry Financial Services
Experience
Consultant  September 2014 - Present
Heritage Investments   December 2013 - October 2014
Capital One Financial Advisors   March 2011 - July 2013
Reliance Strategies   April 2009 - March 2011
Lifestyle Advisors, Inc   April 2007 - September 2009
HSBC Insurance Agency (USA)   March 2004 - January 2007
Essex Corp   February 2002 - February 2004

Skills
Building Relationships, New Business Development, Wholesaling, Analysis, Market Research, Strategic Consulting, Small Business, Strategy, Wholesale, Investments, Insurance, Sales, Strategic Financial..., Selling, Mergers & Acquisitions, Business Planning, Long-term Care, Risk Management, Financial Planning, Finance, Financial Services, Wealth Management, Retirement Planning, Portfolio Management

Education
State University of New York at Stony Brook
Bachelors, Education

The American College
Certified Financial Planner®

Manuel M. Moral, CFP® Manuel M. Moral, CFP® Washington D.C. Metro Area Details
Manuel M. Moral, CFP®'s Capital One Financial Advisors Experience June 1995 - Present
Job VP, Financial Advisor at Capital One Bank
Industry Investment Management
Experience
Capital One Financial Advisors   June 1995 - Present
Chevy Chase Financial Services  June 1995 - December 2009

Skills
Wealth Management, Investment Strategies, Insurance, Finance, Series 7, Mutual Funds, Series 63, Retirement Planning, Securities, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Financial Planning

Education
Georgetown University
Executive Certificate in Financial Planning

University of Maryland College Park

Michael Gray CRPC™ Michael Gray CRPC™ Mclean, Virginia Details
Michael Gray CRPC™'s Capital One Financial Advisors Experience February 2014 - Present
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One Financial Advisors   February 2014 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC   February 2012 - January 2014
First Union Securities  1996 - 2008
Signet Bank  1996 - 1997
MetLife  1987 - 1995

Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Multi-generational...

Education
University of Richmond   1982 — 1986
BA, Economics

Daniel M. Sanborn Daniel M. Sanborn Greater New York City Area Details
Daniel M. Sanborn's Capital One Financial Advisors Experience December 1998 - December 2012
Job President of Sanborn Wealth Management, LPL Financial
Industry Financial Services
Experience
LPL Financial at Sanborn Wealth Management   December 2012 - Present
Capital One Financial Advisors   December 1998 - December 2012

Education
New York Institute of Technology   1986 — 1990
Bachelor of Science, Economics

Anita Zarbis Anita Zarbis Greater New York City Area Details
Anita Zarbis's Capital One Financial Advisors Experience September 1988 - Present
Job CEO & Financial Advisor
Industry Financial Services
Experience
Capital One Financial Advisors   September 1988 - Present
Camaz Realty   September 1988 - Present
Camaz Realty   1988 - 2012
Merrill Lynch  July 1970 - October 1987

Skills
Financial Analysis, Business Analysis, Financial Modeling, Portfolio Management, Investments, Equities, Banking, Corporate Finance, Credit, Valuation

Education
NY University   1975 — 1982
Bachelor's degree in Finance and Economics, CEO of Camaz Realty and a Financial Consultant

New York University   1972 — 1979
Bachelor, Finance & Management

Christopher Talbert Christopher Talbert Mclean, Virginia Details
Christopher Talbert's Capital One Financial Advisors Experience March 2009 - June 2012
Job Vice President at Burke and Herbert Wealth Management
Industry Financial Services
Experience
Burke and Herbert Wealth Management   June 2012 - Present
Capital One Financial Advisors   March 2009 - June 2012
Chevy Chase Financial Advisors   June 2005 - March 2009
Chevy Chase Financial Services  June 2004 - June 2005

Skills
Investments, Retirement Planning, Estate Tax Planning, Wealth Management, Insurance Planning, Financial Planning

Education
Georgetown University
Executive Certificate in Financial Planning

University of Virginia   2000 — 2004
Commerce, Finance

Yolande D. Black Yolande D. Black Greater New York City Area Details
Yolande D. Black's Capital One Financial Advisors Experience January 2010 - February 2013
Job
Industry Financial Services
Experience
Credit Suisse  July 2015 - Present
Commerzbank  June 2014 - June 2015
UBS  February 2013 - May 2014
Capital One Financial Advisors   January 2010 - February 2013
HSBC Securities  2006 - 2010
Divine Capital Markets  2005 - 2006
The MONY Group  September 2002 - March 2005

Skills
Securities, FINRA, Mutual Funds, Compliance, Fixed Income, Risk Management, Uniform Combined State..., Series 63, Series 24, Series 7, Equities, Financial Services, Capital Markets, Investments, Wealth Management

Education
Bernard Baruch College (CUNY)
BBA in Business Management, Business Administration and Management, General

City University of New York-Baruch College
BBA, Business Management

Judith Griffith Judith Griffith Greater New York City Area Details
Judith Griffith's Capital One Financial Advisors Experience 2009 - 2012
Job Office Manager
Industry Hospital & Health Care
Experience
Suffolk Pediatrics/Medical   September 2013 - Present
Cental Islip, New York   March 2009 - March 2012
Capital One Financial Advisors   2009 - 2012
ROBERT HALF INTERNATIONAL (Office Team)   2005 - 2009

Skills
Proactive self-starter, Confidentiality, Project Coordination, Travel Management, Meeting Scheduling, Event Planning, Detailed Organization, Calendar Planning, Microsoft Office, Outlook, Applicant Tracking..., Community Outreach, Data Entry, Healthcare, Medical Terminology, Office Administration, Project Management

Education
Lighthouse Resource Center, Inc.   2012 — 2013
Certifications in Phlebotomy, EKG & Medical Insurance Billing & Coding

University of Phoenix
Master of Arts (MA), Educational/Instructional Technology

City University of New York-Herbert H. Lehman College
Bachelor of Science (BS), Health Services Administration

Matthew Lorner Matthew Lorner Greater New York City Area Details
Matthew Lorner's Capital One Financial Advisors Experience 2008 - 2012
Job at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA  July 2013 - Present
Citi Personal Wealth Management  June 2012 - July 2013
Capital One Financial Advisors   2008 - 2012

Education
Bryant College

Hofstra University
Bachelor of Business Administration (B.B.A.), Finance, General

margaret castellon margaret castellon Glen Oaks, New York Details
margaret castellon's Capital One Financial Advisors Experience March 2003 - February 2012
Job Financial Services Professional
Industry Financial Services
Experience
Capital One  March 2003 - February 2012
Capital One Financial Advisors   March 2003 - February 2012
Capital One  2003 - 2012
Washington Mutual Bank  November 1997 - March 2003
Steven Kessler Motor Cars Inc   January 1987 - April 1997
All-State Vehicle Leasing Inc   September 1977 - November 1986

Skills
Banking, Payroll, Loans, Financial Services, Coaching, Policy, Invoicing

Education
LaGuardia Community College
Associates Degree; Associate of Science, Series 6, 63 and Life Licence