Capital One Financial Advisors
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Capital One Financial Advisors Employees
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
Wells Fargo November 2013 - July 2014
Capital One Financial Advisors September 2007 - November 2013
Education
Ambassador University 1994 — 1996
Communications, Radio and Televison
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
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
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
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
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
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
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
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
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
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.
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
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
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®
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
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
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
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
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
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
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
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
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