Capital One Investing
Industry: Financial services company
DescriptionCapital One Investing is an online brokerage and investment firm with its headquarters in McLean, Virginia. Capital One Investing is a full-service brokerage offering a range of investment services including advised accounts and fully self-directed digital accounts. Customer service: 1 (800) 747-2537 Parent organization: Capital One Headquarters: Seattle, WA Founded: 1996, Bellevue, WA Acquisition date: February 2012
Capital One Investing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital One Investing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Capital One Investing Employees
Employee
Years
Job
Industry
Roy Bartolomeo Roy Bartolomeo's Capital One Investing Experience June 2014 - Present
Job Information Security at Capital One Investing
Industry Financial Services
Experience
Capital One Investing June 2014 - Present
Capital One ShareBuilder January 2013 - June 2014
ING Direct 2012 - 2013
Merrill Lynch 2007 - 2009
Skills
Information Security, Computer Security, Information Assurance, CISSP, Information Technology, Risk Management, Financial Services, Portfolio Management, Equities, Investments, Wealth Management, Finance, Strategic Financial..., Financial Analysis, Asset Management, Fixed Income, Business Analysis
Education
Boston University 2010 — 2012
Master of Science (M.S.), Computer and Information Systems - IT Security & Information Assurance
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Capital One Investing June 2014 - Present
Capital One ShareBuilder January 2013 - June 2014
ING Direct 2012 - 2013
Merrill Lynch 2007 - 2009
Skills
Information Security, Computer Security, Information Assurance, CISSP, Information Technology, Risk Management, Financial Services, Portfolio Management, Equities, Investments, Wealth Management, Finance, Strategic Financial..., Financial Analysis, Asset Management, Fixed Income, Business Analysis
Education
Boston University 2010 — 2012
Master of Science (M.S.), Computer and Information Systems - IT Security & Information Assurance
Sacred Heart University 2003 — 2007
Bachelor of Arts (B.A.), Finance
Erica Wall Erica Wall's Capital One Investing Experience August 2012 - Present
Job Copywriter at Capital One Investing
Industry Writing and Editing
Experience
Capital One Investing August 2012 - Present
Hayes Writing June 2012 - January 2015
Zones July 2011 - June 2012
Infospace March 2010 - May 2011
Parallels May 2007 - June 2009
Parallels March 2007 - May 2007
Input/Output, LLC February 2006 - September 2006
Input/Output June 2005 - February 2006
TrueSpring L.L.P. March 2004 - February 2005
Immucor Gamma August 2002 - March 2004
Skills
B2C, B2B, Copywriting, Copy Editing, Marketing Communications, Marketing Copy, SEO copywriting, Web Content, Blogging, Content Development, Writing, Copywriter, Blogger, Marketing Writer, Website Copy, Marketing Collateral, White Papers, Business Writer, Catalog Writer, Collateral, Software Documentation, Newsletters, Online Research, Online Marketing, Social Media Marketing, Social Media, Email Marketing, Marketing, E-commerce
Education
University of Houston 1998 — 2000
BFA, Fine Arts
Capital One Investing August 2012 - Present
Hayes Writing June 2012 - January 2015
Zones July 2011 - June 2012
Infospace March 2010 - May 2011
Parallels May 2007 - June 2009
Parallels March 2007 - May 2007
Input/Output, LLC February 2006 - September 2006
Input/Output June 2005 - February 2006
TrueSpring L.L.P. March 2004 - February 2005
Immucor Gamma August 2002 - March 2004
Skills
B2C, B2B, Copywriting, Copy Editing, Marketing Communications, Marketing Copy, SEO copywriting, Web Content, Blogging, Content Development, Writing, Copywriter, Blogger, Marketing Writer, Website Copy, Marketing Collateral, White Papers, Business Writer, Catalog Writer, Collateral, Software Documentation, Newsletters, Online Research, Online Marketing, Social Media Marketing, Social Media, Email Marketing, Marketing, E-commerce
Education
University of Houston 1998 — 2000
BFA, Fine Arts
Sara Andres Sara Andres's Capital One Investing Experience August 2013 - Present
Job Chief Compliance Officer at Capital One Investing
Industry Financial Services
Experience
Capital One Investing August 2013 - Present
Ameritas Investment Corp. May 2012 - July 2013
TD Ameritrade October 1997 - April 2012
Education
University of Nebraska-Lincoln
Capital One Investing August 2013 - Present
Ameritas Investment Corp. May 2012 - July 2013
TD Ameritrade October 1997 - April 2012
Education
University of Nebraska-Lincoln
Sylvain Slaton Sylvain Slaton's Capital One Investing Experience May 2012 - Present
Job Application Developer at Capital One ShareBuilder
Industry Information Technology and Services
Experience
Capital One Investing May 2012 - Present
Capgemini February 2008 - January 2012
Arysta LifeScience September 2006 - February 2007
Skills
C#, ASP.NET, Web Engineering, XHTML, JavaScript, SQL, Architecture, Architectures, XML, Web Services, Software Engineering, Enterprise Software, CSS, jQuery, PHP, SQL Server, IIS, SharePoint, Visual Studio, Photoshop, InDesign, WCF, Ninject, SSL Certificates, HTTPS
Education
Université de Technologie de Compiègne 2005 — 2008
Master's degree, Computer Science
Université d'Auvergne (Clermont-Ferrand I) 2003 — 2005
Associate's degree, Information Technology, Communication Services and Networks, Valedictorian
Capital One Investing May 2012 - Present
Capgemini February 2008 - January 2012
Arysta LifeScience September 2006 - February 2007
Skills
C#, ASP.NET, Web Engineering, XHTML, JavaScript, SQL, Architecture, Architectures, XML, Web Services, Software Engineering, Enterprise Software, CSS, jQuery, PHP, SQL Server, IIS, SharePoint, Visual Studio, Photoshop, InDesign, WCF, Ninject, SSL Certificates, HTTPS
Education
Université de Technologie de Compiègne 2005 — 2008
Master's degree, Computer Science
Université d'Auvergne (Clermont-Ferrand I) 2003 — 2005
Associate's degree, Information Technology, Communication Services and Networks, Valedictorian
Erik Noll Erik Noll's Capital One Investing Experience March 2014 - Present
Job Sr Unit Manager at Capital One Investing
Industry Financial Services
Experience
Capital One Investing March 2014 - Present
Signator Financial Services October 2013 - January 2014
Symetra Investment Services September 2012 - September 2013
TD Ameritrade October 2009 - December 2011
TD Ameritrade September 2007 - October 2009
TD Ameritrade August 2005 - September 2007
TD Ameritrade June 2004 - August 2005
TD Ameritrade November 2000 - June 2004
TD Ameritrade January 1999 - November 2000
TD Ameritrade May 1997 - January 1999
Skills
Process Improvement, Business Analysis, Operational Risk..., Data Analysis, MS Office Suite, SnagIt, Series 7, Series 63, Series 24, Series 55, Series 99, Excel, Mutual Funds, Securities, Equities, FINRA, Risk Management, Problem Solving, Analysis, Microsoft Office, Team Leadership, Team Building, Strategic Planning, Sarbanes-Oxley, Database Management, Databases, Data Mining, Microsoft Excel, Back Office, Management, Leadership, Trading, Program Management, Financial Services, Mergers & Acquisitions, Financial Risk, Training, Wealth Management
Education
Bellevue University 1999 — 2000
Masters, Leadership
University of Nebraska at Omaha 1995 — 1996
BS, Economics
Culver Military Academy 1984 — 1987
High School, High School
Capital One Investing March 2014 - Present
Signator Financial Services October 2013 - January 2014
Symetra Investment Services September 2012 - September 2013
TD Ameritrade October 2009 - December 2011
TD Ameritrade September 2007 - October 2009
TD Ameritrade August 2005 - September 2007
TD Ameritrade June 2004 - August 2005
TD Ameritrade November 2000 - June 2004
TD Ameritrade January 1999 - November 2000
TD Ameritrade May 1997 - January 1999
Skills
Process Improvement, Business Analysis, Operational Risk..., Data Analysis, MS Office Suite, SnagIt, Series 7, Series 63, Series 24, Series 55, Series 99, Excel, Mutual Funds, Securities, Equities, FINRA, Risk Management, Problem Solving, Analysis, Microsoft Office, Team Leadership, Team Building, Strategic Planning, Sarbanes-Oxley, Database Management, Databases, Data Mining, Microsoft Excel, Back Office, Management, Leadership, Trading, Program Management, Financial Services, Mergers & Acquisitions, Financial Risk, Training, Wealth Management
Education
Bellevue University 1999 — 2000
Masters, Leadership
University of Nebraska at Omaha 1995 — 1996
BS, Economics
Culver Military Academy 1984 — 1987
High School, High School
KENNETH SPANN KENNETH SPANN's Capital One Investing Experience 2014 - Present
Job Financial Advisor at Capital One Investors
Industry Financial Services
Experience
Capital One Investing 2014 - Present
Cetera Financial Specialists April 2011 - September 2013
JPMorgan Chase September 2008 - April 2011
Skills
Retirement, Fixed Annuities, Banking, Insurance, Asset Allocation, Financial Analysis, Life Insurance, Risk Management, Mutual Funds
Education
Boise State University
Finance, General
Capital One Investing 2014 - Present
Cetera Financial Specialists April 2011 - September 2013
JPMorgan Chase September 2008 - April 2011
Skills
Retirement, Fixed Annuities, Banking, Insurance, Asset Allocation, Financial Analysis, Life Insurance, Risk Management, Mutual Funds
Education
Boise State University
Finance, General
Rachelle Henry Rachelle Henry's Capital One Investing Experience July 2012 - July 2013
Job Business Analyst
Industry Financial Services
Experience
TIAA-CREF July 2013 - May 2015
Capital One Investing July 2012 - July 2013
Genworth Financial October 2011 - June 2012
BridgeEnglish March 2011 - July 2011
Wells Fargo Bank June 2010 - March 2011
BlackRock September 2009 - March 2010
Shorenstein Realty Services November 2008 - June 2009
BlackRock January 2008 - September 2008
Charles Schwab September 2006 - August 2007
eBay October 2005 - March 2006
Skills
Integration, Business Process, Business Analysis, Quality Assurance, Business Process..., Requirements Gathering, Program Management, Systems Analysis, Software Documentation, Business Requirements, Analysis, Process Improvement, Project Management, Risk Management, Management, SDLC
Education
Notre Dame de Namur University
B.S, Biology
Oxford Seminars
TESL/TEFL/ESL Certification
FINRA
Series 7/General Securities License (+ Series 63)
TIAA-CREF July 2013 - May 2015
Capital One Investing July 2012 - July 2013
Genworth Financial October 2011 - June 2012
BridgeEnglish March 2011 - July 2011
Wells Fargo Bank June 2010 - March 2011
BlackRock September 2009 - March 2010
Shorenstein Realty Services November 2008 - June 2009
BlackRock January 2008 - September 2008
Charles Schwab September 2006 - August 2007
eBay October 2005 - March 2006
Skills
Integration, Business Process, Business Analysis, Quality Assurance, Business Process..., Requirements Gathering, Program Management, Systems Analysis, Software Documentation, Business Requirements, Analysis, Process Improvement, Project Management, Risk Management, Management, SDLC
Education
Notre Dame de Namur University
B.S, Biology
Oxford Seminars
TESL/TEFL/ESL Certification
FINRA
Series 7/General Securities License (+ Series 63)
Luke Seward's Capital One Investing Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Capital One Investing February 2015 - Present
The Meltzer Group December 2013 - 2014
Merrill Lynch January 2012 - June 2012
Skills
Management, Investments, Financial Companies, Marketability, Accounting, Portfolio Management, Finance, Mutual Funds, Analysis, Strategic Planning, Series 7, Risk Management, Marketing, Training, Public Speaking, Leadership, Customer Service, Team Building, Budgets
Education
University of Maryland College Park 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Salisbury University - Perdue School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management
Salisbury University 2009 — 2010
Bachelor of Science (BS), Business Administration and Management
Brad Cain's Capital One Investing Experience January 2014 - April 2015
Job Investment Executive at Citizens Financial Group Investments
Industry Financial Services
Experience
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Citizens Financial Group Investments April 2015 - Present
Capital One Investing January 2014 - April 2015
Citizens Financal Services September 2012 - January 2014
Chase Investment Services June 2008 - August 2012
TD Ameritrade October 2005 - June 2008
Chase June 2002 - October 2005
Fidelity Investments 2000 - 2002
Penson Financial Services 1997 - 2000
Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Investment Strategies, Finance, Fixed Income, Plannning, Financial Services, Financial Advisory, Financial Risk, Financial Planning, Financial Planners, Wealth Management, Income Protection, Financial Goals, Retirement Planning, Mutual Funds, Asset Management, Personal Financial..., Series 65, Banking, FINRA, Income Planning, Referral Development, Medicare, Series 63, Series 7, Uniform Combined State..., Asset Allocation, Investment Advisory, ETFs, Alternative Investments, Investment Management, Legacy Planning, Insurance Planning
Education
Louisiana Tech University 1991 — 1995
Bachelor of Science (BS), Finance, General
Ryan Wieseler Ryan Wieseler's Capital One Investing Experience February 2014 - Present
Job Senior UX Designer at Capital One ShareBuilder, Inc.
Industry Internet
Experience
Capital One Investing February 2014 - Present
Capital One ShareBuilder, Inc. February 2013 - February 2014
Capital One ShareBuilder, Inc. June 2012 - February 2013
Tippr July 2010 - June 2012
Argosy Cruises November 2008 - October 2010
AuBeta Networks January 2009 - March 2009
ING March 2007 - October 2008
Skills
Wordpress, Illustrator, Online Advertising, Photoshop, CSS, Editing, Photography, User Interface Design, Advertising, WordPress, InDesign, Dreamweaver, Adobe Creative Suite, User Experience
Education
Seattle Central Community College 2010 — 2012
Certificate, Web Design
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts, Global Studies
Capital One Investing February 2014 - Present
Capital One ShareBuilder, Inc. February 2013 - February 2014
Capital One ShareBuilder, Inc. June 2012 - February 2013
Tippr July 2010 - June 2012
Argosy Cruises November 2008 - October 2010
AuBeta Networks January 2009 - March 2009
ING March 2007 - October 2008
Skills
Wordpress, Illustrator, Online Advertising, Photoshop, CSS, Editing, Photography, User Interface Design, Advertising, WordPress, InDesign, Dreamweaver, Adobe Creative Suite, User Experience
Education
Seattle Central Community College 2010 — 2012
Certificate, Web Design
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts, Global Studies
Sherry Rasyidi Sherry Rasyidi's Capital One Investing Experience June 2015 - Present
Job Brokerage Operations; Tax Department at Capital One Investing
Industry Investment Banking
Experience
Capital One Investing June 2015 - Present
Capital One ShareBuilder September 2012 - Present
ING DIRECT January 2012 - September 2012
CE-CERT June 2009 - June 2011
Rip Curl Surf Center October 2006 - September 2008
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Management, Retail, Process Improvement, Research, Microsoft Excel, Data Analysis
Education
University of California, Riverside 2007 — 2011
Bachelor of Arts (B.A.), Business Administration, Minor: Film and Visual Culture
Capital One Investing June 2015 - Present
Capital One ShareBuilder September 2012 - Present
ING DIRECT January 2012 - September 2012
CE-CERT June 2009 - June 2011
Rip Curl Surf Center October 2006 - September 2008
Skills
Sales, Customer Service, Social Networking, Microsoft Office, Management, Retail, Process Improvement, Research, Microsoft Excel, Data Analysis
Education
University of California, Riverside 2007 — 2011
Bachelor of Arts (B.A.), Business Administration, Minor: Film and Visual Culture
Elena Thompson MBA Elena Thompson MBA's Capital One Investing Experience November 2012 - Present
Job Customer Service and Management Professional
Industry Consumer Services
Experience
Capital One Investing November 2012 - Present
ShareBuilder July 2014 - October 2014
Verizon Wireless 2008 - 2012
Verizon Wireless 2007 - 2008
Fedex Kinko's 2006 - 2007
EXPERIENCE 2000 - 2006
Skills
Call Center, Customer Retention, Telecommunications, Customer Satisfaction, Customer Experience, Customer Service, Technical Support, Microsoft Excel, Process Improvement, Account Management, Microsoft Office, Negotiation, Analytical Skills, Conflict Resolution, Bilingual, Microsoft Word, PowerPoint, Leadership, Team Leadership, Training, Retail, Invoicing, Call Centers, Employee Training, Sales, Wireless, Operations Management
Education
Strayer University, Bellevue WA 2009 — 2012
Master of Business Administration (MBA), Management
Saint Louis University (PH) 1996 — 2000
Bachelor of Science (BS), Commerce major Banking and Finance
Capital One Investing November 2012 - Present
ShareBuilder July 2014 - October 2014
Verizon Wireless 2008 - 2012
Verizon Wireless 2007 - 2008
Fedex Kinko's 2006 - 2007
EXPERIENCE 2000 - 2006
Skills
Call Center, Customer Retention, Telecommunications, Customer Satisfaction, Customer Experience, Customer Service, Technical Support, Microsoft Excel, Process Improvement, Account Management, Microsoft Office, Negotiation, Analytical Skills, Conflict Resolution, Bilingual, Microsoft Word, PowerPoint, Leadership, Team Leadership, Training, Retail, Invoicing, Call Centers, Employee Training, Sales, Wireless, Operations Management
Education
Strayer University, Bellevue WA 2009 — 2012
Master of Business Administration (MBA), Management
Saint Louis University (PH) 1996 — 2000
Bachelor of Science (BS), Commerce major Banking and Finance
Loren Hammersberg Loren Hammersberg's Capital One Investing Experience November 2012 - March 2015
Job Account Executive at ShareBuilder 401k/Capital One Investments
Industry Financial Services
Experience
ShareBuilder 401k March 2015 - Present
Capital One Investing November 2012 - March 2015
Four Park Avenue January 2011 - November 2012
Four Park Avenue June 2008 - January 2011
KIRO TV June 2010 - September 2010
Central Washington University; NewsWatch September 2009 - June 2010
Central Washington University; NewsWatch September 2008 - June 2009
Skills
Avid, Customer Service, Editing, Final Cut Pro, Management, Storytelling, Broadcast, Microsoft Excel, Journalism, Facebook
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Broadcast Journalism
ShareBuilder 401k March 2015 - Present
Capital One Investing November 2012 - March 2015
Four Park Avenue January 2011 - November 2012
Four Park Avenue June 2008 - January 2011
KIRO TV June 2010 - September 2010
Central Washington University; NewsWatch September 2009 - June 2010
Central Washington University; NewsWatch September 2008 - June 2009
Skills
Avid, Customer Service, Editing, Final Cut Pro, Management, Storytelling, Broadcast, Microsoft Excel, Journalism, Facebook
Education
Central Washington University 2006 — 2010
Bachelor of Arts (B.A.), Broadcast Journalism
Lou Capolino Lou Capolino's Capital One Investing Experience January 2015 - Present
Job Financial Advisor at Capital One Investing
Industry Financial Services
Experience
Capital One Investing January 2015 - Present
Merrill Lynch 2012 - 2014
Comcap Corp January 1985 - October 2012
Skills
Wealth management,..., Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Financial Services, Series 7
Education
Montclair State University 1982 — 1989
Bachelor's degree, Marketing, 3.97
Brooklyn Technical High School
Polytechnical Institute of New York
Capital One Investing January 2015 - Present
Merrill Lynch 2012 - 2014
Comcap Corp January 1985 - October 2012
Skills
Wealth management,..., Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Financial Services, Series 7
Education
Montclair State University 1982 — 1989
Bachelor's degree, Marketing, 3.97
Brooklyn Technical High School
Polytechnical Institute of New York
Edward Dekema's Capital One Investing Experience April 2000 - Present
Job Program & Project Management
Industry Financial Services
Experience
Capital One Investing April 2000 - Present
Microsoft October 1998 - April 2000
Skills
Program Management, Mobile Applications, Software Project..., Software Development..., Music Industry, Strategy, SDLC, Project Management, Leadership, Management, E-commerce, Mobile Devices, Agile Methodologies, Agile Project Management, Testing, Cross-functional Team..., Project Planning, Vendor Management, Team Leadership, Process Improvement, Scrum, Business Process..., CRM
Education
City University 2003 — 2004
Project Management
Bellevue Community College 1992 — 1993
Business and economics.
Palomar College 1986 — 1989
Business Law, Accounting, Math, Social Studies, and Music History.
Capital One Investing April 2000 - Present
Microsoft October 1998 - April 2000
Skills
Program Management, Mobile Applications, Software Project..., Software Development..., Music Industry, Strategy, SDLC, Project Management, Leadership, Management, E-commerce, Mobile Devices, Agile Methodologies, Agile Project Management, Testing, Cross-functional Team..., Project Planning, Vendor Management, Team Leadership, Process Improvement, Scrum, Business Process..., CRM
Education
City University 2003 — 2004
Project Management
Bellevue Community College 1992 — 1993
Business and economics.
Palomar College 1986 — 1989
Business Law, Accounting, Math, Social Studies, and Music History.
Scott A. Damico, MBA's Capital One Investing Experience January 2014 - Present
Job Financial Advisor at Capital One Investing
Industry Financial Services
Experience
Capital One Investing January 2014 - Present
Edward Jones May 2012 - January 2014
TMX Finance October 2010 - June 2012
Vienna Tax Service February 2007 - November 2010
MCI February 2001 - December 2003
MicroLegend Telecom Systems February 1999 - January 2001
MCI FAA Network Control Center September 1997 - January 1999
US Army May 1991 - August 1997
Skills
Process Improvement, Strategic Planning, Customer Relations, Forecasting, Telecommunications, Strategic Financial..., Estate Planning, Leadership, Customer Service, Analysis, Cross-functional Team..., Retail, Time Management, Team Building, Management, Budgets, Finance, Sales, Team Leadership, Training
Education
Sullivan University 2009 — 2010
Executive MBA, Executive Management and Corporate Finance and Analysis
Sullivan University 2007 — 2009
B.S, Business Administration - Management
National College of Business & Technology 2005 — 2007
A.A.S, Accounting and Management
Capital One Investing January 2014 - Present
Edward Jones May 2012 - January 2014
TMX Finance October 2010 - June 2012
Vienna Tax Service February 2007 - November 2010
MCI February 2001 - December 2003
MicroLegend Telecom Systems February 1999 - January 2001
MCI FAA Network Control Center September 1997 - January 1999
US Army May 1991 - August 1997
Skills
Process Improvement, Strategic Planning, Customer Relations, Forecasting, Telecommunications, Strategic Financial..., Estate Planning, Leadership, Customer Service, Analysis, Cross-functional Team..., Retail, Time Management, Team Building, Management, Budgets, Finance, Sales, Team Leadership, Training
Education
Sullivan University 2009 — 2010
Executive MBA, Executive Management and Corporate Finance and Analysis
Sullivan University 2007 — 2009
B.S, Business Administration - Management
National College of Business & Technology 2005 — 2007
A.A.S, Accounting and Management
Gifford Lee Gifford Lee's Capital One Investing Experience March 2015 - Present
Job Financial Advisor Capital One Investing
Industry Financial Services
Experience
Capital One Investing March 2015 - Present
Bank of America, Merrill Lynch January 2012 - March 2015
Citigroup June 2010 - December 2011
JP Morgan Chase July 2009 - May 2010
Legg Mason March 2006 - December 2008
Legg Mason September 2004 - March 2006
Citigroup September 2001 - September 2004
Citigroup September 1998 - August 2001
AIG SunAmerica 1996 - 1998
Skills
Mutual Funds, Wealth Management, Asset Management, Investments, Financial Planning, Banking, Investment Products, Sales Management, Series 7, Series 63, Financial Markets, Financial Advisory, Fixed Income, Equities, Retirement, Investment Strategies, Investment Advisory, Asset Allocation, Client Service, Insurance, Bonds, Portfolios, Annuities, Strategic Financial..., Financial Services, Asset Managment, ETFs, Investment Management
Education
Pace University 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University - Lubin School of Business 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelors of Business Administration, Marketing Management
Capital One Investing March 2015 - Present
Bank of America, Merrill Lynch January 2012 - March 2015
Citigroup June 2010 - December 2011
JP Morgan Chase July 2009 - May 2010
Legg Mason March 2006 - December 2008
Legg Mason September 2004 - March 2006
Citigroup September 2001 - September 2004
Citigroup September 1998 - August 2001
AIG SunAmerica 1996 - 1998
Skills
Mutual Funds, Wealth Management, Asset Management, Investments, Financial Planning, Banking, Investment Products, Sales Management, Series 7, Series 63, Financial Markets, Financial Advisory, Fixed Income, Equities, Retirement, Investment Strategies, Investment Advisory, Asset Allocation, Client Service, Insurance, Bonds, Portfolios, Annuities, Strategic Financial..., Financial Services, Asset Managment, ETFs, Investment Management
Education
Pace University 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University - Lubin School of Business 1990 — 1994
Bachelors of Business Administration, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1994
Bachelors of Business Administration, Marketing Management
Briana Robinson Briana Robinson's Capital One Investing Experience February 2015 - Present
Job Sr. Digital Product Manager, Capital One Investing
Industry Information Technology and Services
Experience
Capital One Investing February 2015 - Present
Capital One ShareBuilder February 2013 - February 2015
Lockheed Martin January 2009 - February 2013
CH2M HILL Plateau Remediation Company 2010 - 2012
WSU - SCS January 2007 - May 2008
Washington Closure Hanford May 2006 - August 2006
Skills
Visio, Microsoft SQL Server, SQL, Database Design, Access, Databases, Software Development, C#, JavaScript, MS Project, Data Analysis, Troubleshooting, Project Management, Windows, Program Management, HTML, Business Analysis, Networking, CSS, Integration, Process Improvement, Software Documentation, Information Technology, Requirements Analysis, Crystal Reports, Visual Basic, SDLC, Software Project..., IIS, Testing, Active Directory, Agile Methodologies, Product Management
Education
Washington State University 2005 — 2008
Bachelor of Arts, Business Administration, Management Information Systems
Columbia Basin College 2003 — 2005
Associate of Arts
Capital One Investing February 2015 - Present
Capital One ShareBuilder February 2013 - February 2015
Lockheed Martin January 2009 - February 2013
CH2M HILL Plateau Remediation Company 2010 - 2012
WSU - SCS January 2007 - May 2008
Washington Closure Hanford May 2006 - August 2006
Skills
Visio, Microsoft SQL Server, SQL, Database Design, Access, Databases, Software Development, C#, JavaScript, MS Project, Data Analysis, Troubleshooting, Project Management, Windows, Program Management, HTML, Business Analysis, Networking, CSS, Integration, Process Improvement, Software Documentation, Information Technology, Requirements Analysis, Crystal Reports, Visual Basic, SDLC, Software Project..., IIS, Testing, Active Directory, Agile Methodologies, Product Management
Education
Washington State University 2005 — 2008
Bachelor of Arts, Business Administration, Management Information Systems
Columbia Basin College 2003 — 2005
Associate of Arts
Jeff Raum Jeff Raum's Capital One Investing Experience December 2012 - Present
Job Customer Service Trainer at ShareBuilder
Industry Financial Services
Experience
Capital One Investing December 2012 - Present
ShareBuilder December 2010 - December 2012
Skills
Training, Employee Training, Training Delivery, Staff Development, Investments, General Securities..., General Securities..., Microsoft Office, Customer Experience, Call Centers, Customer Service, Banking, Process Improvement
Education
Delaware Technical and Community College-Stanton-Wilmington 2008 — 2009
Unfinished, Elementary Education and Teaching
Charter School of Wilmington 1996 — 2000
High School Diploma
Capital One Investing December 2012 - Present
ShareBuilder December 2010 - December 2012
Skills
Training, Employee Training, Training Delivery, Staff Development, Investments, General Securities..., General Securities..., Microsoft Office, Customer Experience, Call Centers, Customer Service, Banking, Process Improvement
Education
Delaware Technical and Community College-Stanton-Wilmington 2008 — 2009
Unfinished, Elementary Education and Teaching
Charter School of Wilmington 1996 — 2000
High School Diploma
Dana Lee Dana Lee's Capital One Investing Experience July 2014 - Present
Job Project Manager at Capital One Investing
Industry Design
Experience
Capital One Investing July 2014 - Present
Capital One Auto Finance July 2013 - Present
Education
Wellesley College 2009 — 2013
BA
Franklin W. Olin College of Engineering 2012 — 2013
Engineering Design Certificate
Massachusetts Institute of Technology 2011 — 2012
Cross Registered
West Windsor-Plainsboro HS North 2004 — 2009
University of Washington 2015 — 2018
Master’s Degree
Capital One Investing July 2014 - Present
Capital One Auto Finance July 2013 - Present
Education
Wellesley College 2009 — 2013
BA
Franklin W. Olin College of Engineering 2012 — 2013
Engineering Design Certificate
Massachusetts Institute of Technology 2011 — 2012
Cross Registered
West Windsor-Plainsboro HS North 2004 — 2009
University of Washington 2015 — 2018
Master’s Degree
Joslin Jaquish Joslin Jaquish's Capital One Investing Experience November 2007 - Present
Job Communications and Customer Satisfaction Manager at Capital One Investing
Industry Financial Services
Experience
Capital One Investing November 2007 - Present
The Lodge at Torrey Pines July 2005 - August 2007
Salish Lodge & Spa June 2002 - June 2005
Neely O'Brien Elementary School January 2005 - March 2005
Skills
Series 7, Series 66, Outlook, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, K-8, Customer Service, Process Improvement, Banking, Financial Services, Customer Experience, Customer Retention, Microsoft Office, Visio, Business Analysis, Cross Selling, Finance, Minitab, Six Sigma, Business Process..., Control Charts, Business Process Mapping, SIPOC, Call Centers, CRM, Investments, Mutual Funds, Securities, Management, Vendor Management
Education
Central Washington University 2003 — 2005
Bachelor of Arts (B.A.), Elementary Education and Teaching
Green River Community College 2002 — 2003
Associates in Arts Degree
Whatcom Community College 2000 — 2002
Capital One Investing November 2007 - Present
The Lodge at Torrey Pines July 2005 - August 2007
Salish Lodge & Spa June 2002 - June 2005
Neely O'Brien Elementary School January 2005 - March 2005
Skills
Series 7, Series 66, Outlook, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, K-8, Customer Service, Process Improvement, Banking, Financial Services, Customer Experience, Customer Retention, Microsoft Office, Visio, Business Analysis, Cross Selling, Finance, Minitab, Six Sigma, Business Process..., Control Charts, Business Process Mapping, SIPOC, Call Centers, CRM, Investments, Mutual Funds, Securities, Management, Vendor Management
Education
Central Washington University 2003 — 2005
Bachelor of Arts (B.A.), Elementary Education and Teaching
Green River Community College 2002 — 2003
Associates in Arts Degree
Whatcom Community College 2000 — 2002
Safet Musovic's Capital One Investing Experience May 2015 - Present
Job Financial Advisor VP of Investments
Industry Financial Services
Experience
Capital One Investing May 2015 - Present
Santander Investment Services May 2012 - May 2015
JPMorgan Chase May 2010 - April 2012
JP Turner & Company, LLC May 2010 - November 2010
UBS Investment Bank February 2008 - July 2008
Skills
Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, Tax Planning
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor's degree, Finance, General
Monsignor Farrell 2001 — 2005
Capital One Investing May 2015 - Present
Santander Investment Services May 2012 - May 2015
JPMorgan Chase May 2010 - April 2012
JP Turner & Company, LLC May 2010 - November 2010
UBS Investment Bank February 2008 - July 2008
Skills
Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, Tax Planning
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor's degree, Finance, General
Monsignor Farrell 2001 — 2005
Karen Gilbertson Karen Gilbertson's Capital One Investing Experience October 2012 - Present
Job Process Excellence Lead
Industry Investment Management
Experience
Capital One Investing October 2012 - Present
ING DIRECT April 2011 - October 2012
ING DIRECT October 2008 - July 2011
ING DIRECT April 2002 - October 2008
PrimeVest Financial Services February 2001 - April 2002
Skills
Data Analysis, Minitab, Six Sigma, Lean Thinking, Statistical Tools, Banking, Project Management, Sales Management, Leadership Development, Problem Solving, Training, Communication, Financial Analysis, Risk Management, Coaching, Sales, Career Development, Time Management, Mentoring, Customer Escalation..., Six Thinking Hats, Instructional Design, Change Management, Adult Learning Theory, Customer Service, Mortgage Lending, Leadership, Business Process, Management, Call Centers, Customer Experience, Performance Management, Analytics, Process Improvement, Team Leadership, Vendor Management, Business Process..., Team Building, Business Analysis, Program Management, Cross-functional Team..., Team Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Environmental Science
University of Oxford 2004 — 2004
Literature
Capital One Investing October 2012 - Present
ING DIRECT April 2011 - October 2012
ING DIRECT October 2008 - July 2011
ING DIRECT April 2002 - October 2008
PrimeVest Financial Services February 2001 - April 2002
Skills
Data Analysis, Minitab, Six Sigma, Lean Thinking, Statistical Tools, Banking, Project Management, Sales Management, Leadership Development, Problem Solving, Training, Communication, Financial Analysis, Risk Management, Coaching, Sales, Career Development, Time Management, Mentoring, Customer Escalation..., Six Thinking Hats, Instructional Design, Change Management, Adult Learning Theory, Customer Service, Mortgage Lending, Leadership, Business Process, Management, Call Centers, Customer Experience, Performance Management, Analytics, Process Improvement, Team Leadership, Vendor Management, Business Process..., Team Building, Business Analysis, Program Management, Cross-functional Team..., Team Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Environmental Science
University of Oxford 2004 — 2004
Literature
Anthony Laird Anthony Laird's Capital One Investing Experience 2015 - Present
Job Salesforce Developer at Capital One Investing
Industry Information Technology and Services
Experience
Capital One Investing 2015 - Present
Capital One Auto Finance February 2014 - 2015
Skills
Salesforce.com..., Java, Software Lifecycle..., Agile Methodologies, Product Management, SQL, CRM, Business Systems..., Data Analysis, Leadership, Presentations, Microsoft Excel, Analysis, Programming, Business Analysis, Help Desk Support, Leadership Development, Product Development, Phone Provisioning, Computer Imaging, Microsoft Office, Team Leadership, Microsoft Word, PowerPoint, Project Management, System Administration, Finance, Management, Research, Product Lifecycle...
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor's Degree, Management Information Systems
Adams State University
Master's Degree, Clinical Mental Health
Capital One Investing 2015 - Present
Capital One Auto Finance February 2014 - 2015
Skills
Salesforce.com..., Java, Software Lifecycle..., Agile Methodologies, Product Management, SQL, CRM, Business Systems..., Data Analysis, Leadership, Presentations, Microsoft Excel, Analysis, Programming, Business Analysis, Help Desk Support, Leadership Development, Product Development, Phone Provisioning, Computer Imaging, Microsoft Office, Team Leadership, Microsoft Word, PowerPoint, Project Management, System Administration, Finance, Management, Research, Product Lifecycle...
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor's Degree, Management Information Systems
Adams State University
Master's Degree, Clinical Mental Health
Jordan Robinson's Capital One Investing Experience April 2015 - Present
Job Digital Experience Designer at Capital One Investing
Industry Design
Experience
Capital One Investing April 2015 - Present
ShareBuilder July 2014 - Present
Mid-Columbia Medical Center December 2013 - Present
JordanR May 2007 - Present
Spark Foundry December 2013 - February 2014
Swanson Dental & Associates October 2013 - November 2013
All Star Directories October 2013 - October 2013
Kitterman Marketing Group September 2013 - September 2013
Metia Digital Marketing Agency June 2013 - September 2013
Big Bang Electrical March 2013 - May 2013
Skills
Logo Design, Branding & Identity, Graphic Design, Art Direction, Web Design, Photography, InDesign, SEO, Image Manipulation, Adobe Creative Suite, Typography, Photoshop, Illustrator, Dreamweaver, User Experience Design, User Interface Design, Corporate Identity, Corporate Branding, HTML 5, HTML emails, CSS3, phpMyAdmin, MySQL, XML, WordPress, PSD to Wordpress, Joomla, Magento, Visual Communication, Flyers, Video Editing, Graphics, Vector Illustration, Front-end, Layout, Posters, Brochures, Postcards, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Mac OS, Visual Design, Final Cut Pro, Information Design, HTML5, CSS, User Experience, User Interface
Education
Columbia College Chicago 2007 — 2010
Bachelor of Arts (BA), Film/Video and Photographic Arts, 3.5
International Academy of Design and Technology-Chicago 2006 — 2007
Visual Communication, Graphic Design, 4.5
Capital One Investing April 2015 - Present
ShareBuilder July 2014 - Present
Mid-Columbia Medical Center December 2013 - Present
JordanR May 2007 - Present
Spark Foundry December 2013 - February 2014
Swanson Dental & Associates October 2013 - November 2013
All Star Directories October 2013 - October 2013
Kitterman Marketing Group September 2013 - September 2013
Metia Digital Marketing Agency June 2013 - September 2013
Big Bang Electrical March 2013 - May 2013
Skills
Logo Design, Branding & Identity, Graphic Design, Art Direction, Web Design, Photography, InDesign, SEO, Image Manipulation, Adobe Creative Suite, Typography, Photoshop, Illustrator, Dreamweaver, User Experience Design, User Interface Design, Corporate Identity, Corporate Branding, HTML 5, HTML emails, CSS3, phpMyAdmin, MySQL, XML, WordPress, PSD to Wordpress, Joomla, Magento, Visual Communication, Flyers, Video Editing, Graphics, Vector Illustration, Front-end, Layout, Posters, Brochures, Postcards, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Mac OS, Visual Design, Final Cut Pro, Information Design, HTML5, CSS, User Experience, User Interface
Education
Columbia College Chicago 2007 — 2010
Bachelor of Arts (BA), Film/Video and Photographic Arts, 3.5
International Academy of Design and Technology-Chicago 2006 — 2007
Visual Communication, Graphic Design, 4.5
Tammy Tulenchik Tammy Tulenchik's Capital One Investing Experience January 2013 - Present
Job Senior Program Manager at Capital One Investing
Industry Financial Services
Experience
Capital One Investing January 2013 - Present
Capital One ShareBuilder September 2010 - January 2013
ING DIRECT May 2007 - September 2010
UCLA December 2005 - October 2006
UCLA Extension November 2003 - December 2005
Renaissance Hollywood Hotel December 2001 - September 2003
The Standard Hotel August 2000 - January 2002
Skills
Event Planning, Customer Service, Event Management, Volunteer Management, Community Service, Employee Engagement, Corporate Events, Executive Level..., Contract Negotiation, Call Centers, Project Management, Project Planning, Process Improvement, Process Management, Team Leadership, Team Management, Volunteering, Budgets, Vendor Management, Management, Marketing, Cross-functional Team..., Web Project Management, Digital Marketing, Integrated Marketing, Influential Communicator, Negotiation, Brand Positioning..., Direct Marketing, Cross Selling, Value Propositions, Agile Methodolgy, Contract Negotiations, Strategy, Visio, Customer Satisfaction, Sales, CRM, Banking, SharePoint, Project Portfolio..., Business Analysis, Program Management, SDLC, Analytics, Agile Methodologies
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Sociology - Criminology, Law and Deviance
Capital One Investing January 2013 - Present
Capital One ShareBuilder September 2010 - January 2013
ING DIRECT May 2007 - September 2010
UCLA December 2005 - October 2006
UCLA Extension November 2003 - December 2005
Renaissance Hollywood Hotel December 2001 - September 2003
The Standard Hotel August 2000 - January 2002
Skills
Event Planning, Customer Service, Event Management, Volunteer Management, Community Service, Employee Engagement, Corporate Events, Executive Level..., Contract Negotiation, Call Centers, Project Management, Project Planning, Process Improvement, Process Management, Team Leadership, Team Management, Volunteering, Budgets, Vendor Management, Management, Marketing, Cross-functional Team..., Web Project Management, Digital Marketing, Integrated Marketing, Influential Communicator, Negotiation, Brand Positioning..., Direct Marketing, Cross Selling, Value Propositions, Agile Methodolgy, Contract Negotiations, Strategy, Visio, Customer Satisfaction, Sales, CRM, Banking, SharePoint, Project Portfolio..., Business Analysis, Program Management, SDLC, Analytics, Agile Methodologies
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Sociology - Criminology, Law and Deviance
Chris Alexander, PMI-ACP, PSM I Chris Alexander, PMI-ACP, PSM I's Capital One Investing Experience October 2014 - August 2015
Job ScrumMaster & Agilist at Qumulo
Industry Information Technology and Services
Experience
AGLX Consulting, LLC May 2015 - Present
Qumulo, Inc. August 2015 - Present
Capital One Investing October 2014 - August 2015
Sharegate, Inc. November 2010 - January 2015
U.S. European Command July 2011 - September 2014
United States Navy August 2007 - September 2014
United States Navy August 2010 - July 2011
PEP UK - Portsmouth August 2007 - August 2010
United States Navy October 2005 - August 2007
United States Navy June 2003 - September 2005
Skills
International Relations, Foreign Policy, Program Management, Information Security, Network Security, Project Management, Agile Methodologies, Agile Web Development, Project Planning, Corporate Website..., Internet Strategy, PHP, MySQL, Internet Security, Linux System..., Foreign Languages, Mountaineering, Rock Climbing, Sailing, DoD, Operations Management, IT Operations, Start-up Ventures, Entrepreneurship, Security, Strategy, Management
Education
St. Mary's University 2007 — 2009
MA, International Relations - Security Studies
University of Arizona 1992 — 1997
BA, English
Defense Language Institute 2010 — 2011
N/A, German Language, 2+/ 3 / 2
AGLX Consulting, LLC May 2015 - Present
Qumulo, Inc. August 2015 - Present
Capital One Investing October 2014 - August 2015
Sharegate, Inc. November 2010 - January 2015
U.S. European Command July 2011 - September 2014
United States Navy August 2007 - September 2014
United States Navy August 2010 - July 2011
PEP UK - Portsmouth August 2007 - August 2010
United States Navy October 2005 - August 2007
United States Navy June 2003 - September 2005
Skills
International Relations, Foreign Policy, Program Management, Information Security, Network Security, Project Management, Agile Methodologies, Agile Web Development, Project Planning, Corporate Website..., Internet Strategy, PHP, MySQL, Internet Security, Linux System..., Foreign Languages, Mountaineering, Rock Climbing, Sailing, DoD, Operations Management, IT Operations, Start-up Ventures, Entrepreneurship, Security, Strategy, Management
Education
St. Mary's University 2007 — 2009
MA, International Relations - Security Studies
University of Arizona 1992 — 1997
BA, English
Defense Language Institute 2010 — 2011
N/A, German Language, 2+/ 3 / 2
Michael Palazzo Michael Palazzo's Capital One Investing Experience December 2014 - Present
Job Vice President Investments at Capital One Investing
Industry Financial Services
Experience
Capital One Investing December 2014 - Present
UBS Financial Services Inc. March 2004 - December 2014
Wachovia Securities June 1996 - March 2004
Merrill Lynch September 1991 - June 1996
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Finance, Financial Modeling, Financial Planning, Series 63, Securities, Asset Management
Education
Le Moyne College 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Capital One Investing December 2014 - Present
UBS Financial Services Inc. March 2004 - December 2014
Wachovia Securities June 1996 - March 2004
Merrill Lynch September 1991 - June 1996
Skills
Investments, Series 7, Mutual Funds, Financial Analysis, Finance, Financial Modeling, Financial Planning, Series 63, Securities, Asset Management
Education
Le Moyne College 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Anthony Abruzzo Anthony Abruzzo's Capital One Investing Experience March 2015 - Present
Job Diversified Financial Services Professional
Industry Financial Services
Experience
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Capital One Investing March 2015 - Present
Cetera Advisors LLC September 2014 - May 2015
New England Financial October 2013 - September 2014
AXA Advisors April 2012 - August 2013
MF Global Securities USA September 2011 - April 2012
Cantor Fitzgerald LLC January 2010 - September 2011
Newedge USA LLC March 2009 - January 2011
Hold Brothers Online Investment Services June 2008 - March 2009
Bear Wagner Specialists, LLC April 1999 - March 2008
Van Der Moolen Specialists U.S July 1998 - March 1999
Skills
FINRA, Fixed Income, Options, Settlement, Middle Office, Prime Brokerage, Risk Management, Back Office, Trading, Derivatives, Capital Markets, Series 24, Equity Operations..., Series 7, DTC, Operations Management, Investment Banking, Trading Systems, Series 63, Annuity Sales, NJ Life and Anuuity..., NJ Accident and helath..., Customer Service..., OCC, Oasys, Advent, OFAC, Trace, NASDAQ, AML, Operational Risk, Equity Derivatives, Bonds, Process Improvement, Outlook, Equities, Securities, Project Planning, Compliance, Audit, client onboarding, Sungard, SIS, Customer Relations, Microsoft Office, Problem Solving, Word, PowerPoint, Customer Service, Program Management
Education
On-Site Insurance School 2011 — 2012
NJ Life and Health Producer License, Insurance
Securities Training Corporation 2006 — 2006
Series 7, 24, 55, 63 and 65, Investments and Securities
St. John's University 1996 — 1998
Bachelor's degree, Business Management
Christ the King Regional High School 1992 — 1996
diploma, academics
Joseph Barnas Joseph Barnas's Capital One Investing Experience May 2013 - Present
Job Investment Executive
Industry Financial Services
Experience
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Capital One Investing May 2013 - Present
JPMorgan Chase May 2011 - March 2013
Business Monitor International August 2010 - May 2011
Laidlaw & Company September 2003 - August 2010
Sands Brothers 2003 - 2005
Skills
Investments, Equities, Private Equity, Portfolio Management, Financial Markets, Emerging Markets, Hedge Funds, Fixed Income, Bloomberg, Wealth Management, Risk Management, Financial Advisory, FINRA, Finance, Financial Services, Series 7, Investment Banking
Education
Roger Williams University 1999 — 2003
BS, Finance
Palazzo Rucellai 2002 — 2002
core concentration, Italian Studies
Vincent Menei's Capital One Investing Experience October 2005 - Present
Job Coach for Capital One Investing
Industry Financial Services
Experience
Capital One Investing October 2005 - Present
Skills
Customer Service, Compliance, Call Center, Customer Relations, Microsoft Office, Sales Management
Education
University of Pittsburgh 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Capital One Investing October 2005 - Present
Skills
Customer Service, Compliance, Call Center, Customer Relations, Microsoft Office, Sales Management
Education
University of Pittsburgh 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Katrina Glover's Capital One Investing Experience August 2014 - Present
Job Senior Manager Channel Design and Delivery at Capital One Investing
Industry Banking
Experience
Capital One Investing August 2014 - Present
Capital One February 2011 - August 2014
Capital One May 2007 - September 2011
Chevy Chase Bank April 2004 - May 2007
Skills
Internet Banking, Treasury Management, Retail Banking, Electronic Payments, Banking, Credit, Credit Cards, Financial Services, Commercial Banking, Loans, Risk Management, Consumer Lending, Portfolio Management, Business Analysis, Credit Analysis, Vendor Management, Mortgage Lending, Commercial Lending, SDLC, Cash Management
Education
Chatham University 1985 — 1989
Capital One Investing August 2014 - Present
Capital One February 2011 - August 2014
Capital One May 2007 - September 2011
Chevy Chase Bank April 2004 - May 2007
Skills
Internet Banking, Treasury Management, Retail Banking, Electronic Payments, Banking, Credit, Credit Cards, Financial Services, Commercial Banking, Loans, Risk Management, Consumer Lending, Portfolio Management, Business Analysis, Credit Analysis, Vendor Management, Mortgage Lending, Commercial Lending, SDLC, Cash Management
Education
Chatham University 1985 — 1989
Jay Popky, CFP®'s Capital One Investing Experience June 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Capital One Investing June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard August 2000 - May 2014
Towers Perrin August 1995 - July 2000
Meridian Asset Management April 1994 - August 1995
Coopers & Lybrand July 1989 - April 1994
Skills
Financial Services, Relationship Management, Investments, Mutual Funds, Customer Service, Process Improvement, Management, Analysis, Project Management, Microsoft Office, Business Analysis
Education
Penn State University 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Capital One Investing June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard August 2000 - May 2014
Towers Perrin August 1995 - July 2000
Meridian Asset Management April 1994 - August 1995
Coopers & Lybrand July 1989 - April 1994
Skills
Financial Services, Relationship Management, Investments, Mutual Funds, Customer Service, Process Improvement, Management, Analysis, Project Management, Microsoft Office, Business Analysis
Education
Penn State University 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Terri Eccles's Capital One Investing Experience February 2012 - Present
Job Director, Digital Product Management at Capital One ShareBuilder
Industry Banking
Experience
Capital One Investing February 2012 - Present
ING Direct - ShareBuilder July 2009 - February 2012
JP Morgan Chase & Co October 2008 - July 2009
Washington Mutual August 2006 - October 2008
Skills
Agile Methodologies, Product Management, Scrum, E-commerce, Analytics, Program Management, Business Analysis, Vendor Management, Business Intelligence, User Experience, SDLC, Management, Project Management, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration, Accounting, Minor Economics
Capital One Investing February 2012 - Present
ING Direct - ShareBuilder July 2009 - February 2012
JP Morgan Chase & Co October 2008 - July 2009
Washington Mutual August 2006 - October 2008
Skills
Agile Methodologies, Product Management, Scrum, E-commerce, Analytics, Program Management, Business Analysis, Vendor Management, Business Intelligence, User Experience, SDLC, Management, Project Management, Financial Services
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration, Accounting, Minor Economics
Eduardo Ramirez, Jr., CAMS's Capital One Investing Experience April 2011 - Present
Job Compliance Advisor at Capital One Investing
Industry Financial Services
Experience
Capital One Investing April 2011 - Present
Donaldson-La Fauche January 2010 - Present
... July 2008 - Present
Marsh March 2000 - July 2009
UNION BANK OF SWITZERLAND (UBS) June 1996 - September 1998
Skills
Insurance
Education
LIU Post
BA, Economics
LIU Post
BA, Economics
Capital One Investing April 2011 - Present
Donaldson-La Fauche January 2010 - Present
... July 2008 - Present
Marsh March 2000 - July 2009
UNION BANK OF SWITZERLAND (UBS) June 1996 - September 1998
Skills
Insurance
Education
LIU Post
BA, Economics
LIU Post
BA, Economics
Rajani kotha's Capital One Investing Experience June 2013 - Present
Job Sr Test Specialist and Lead at Capital One Investing
Industry Information Technology and Services
Experience
Capital One Investing June 2013 - Present
T-Mobile, WA December 2011 - May 2013
ADP 2008 - 2011
Megasoft January 2008 - December 2008
Hanvi Labs March 2005 - December 2007
Skills
Manual Testing, Test Planning, Quality Center, Test Automation, Agile Methodologies, QTP, SDLC, Requirements Analysis, Regression Testing, Testing, Software Quality..., SQL, Test Management, System Testing, Microsoft SQL Server, XML, Unix, Performance Testing, Java, Scrum
Education
Kakatiya University
B.Tech, Computer Science
Capital One Investing June 2013 - Present
T-Mobile, WA December 2011 - May 2013
ADP 2008 - 2011
Megasoft January 2008 - December 2008
Hanvi Labs March 2005 - December 2007
Skills
Manual Testing, Test Planning, Quality Center, Test Automation, Agile Methodologies, QTP, SDLC, Requirements Analysis, Regression Testing, Testing, Software Quality..., SQL, Test Management, System Testing, Microsoft SQL Server, XML, Unix, Performance Testing, Java, Scrum
Education
Kakatiya University
B.Tech, Computer Science
Sandy Shen's Capital One Investing Experience February 2014 - Present
Job Principal Analyst at Capital One Investing
Industry Financial Services
Experience
Capital One Investing February 2014 - Present
Capital One Bank September 2011 - January 2014
The World Bank 2010 - 2010
FIXI PLC / Daily Market Advisor Service (DMAS) 2007 - 2009
Bank of Communications 2002 - 2005
Skills
Financial Modeling, Bloomberg, Portfolio Management, Valuation, SAS, Risk Management, Fixed Income, FRM Part II Candidate, Data Analysis
Education
The George Washington University 2009 — 2011
Master of Science (M.S.), Finance
The University of Texas at San Antonio 2007 — 2007
certificate, Business Study
Tongji University 2005 — 2007
MBA
Capital One Investing February 2014 - Present
Capital One Bank September 2011 - January 2014
The World Bank 2010 - 2010
FIXI PLC / Daily Market Advisor Service (DMAS) 2007 - 2009
Bank of Communications 2002 - 2005
Skills
Financial Modeling, Bloomberg, Portfolio Management, Valuation, SAS, Risk Management, Fixed Income, FRM Part II Candidate, Data Analysis
Education
The George Washington University 2009 — 2011
Master of Science (M.S.), Finance
The University of Texas at San Antonio 2007 — 2007
certificate, Business Study
Tongji University 2005 — 2007
MBA
JASON O. VANCE's Capital One Investing Experience July 2015 - Present
Job Financial Advisor at Capital One
Industry Financial Services
Experience
Capital One Investing July 2015 - Present
Wells Fargo / Wells Fargo Advisors December 2013 - July 2015
Chase February 2013 - December 2013
Bank of America June 2006 - February 2013
Merrill Lynch April 2011 - July 2012
Compass Bank August 2005 - March 2006
JPMorgan Chase April 2002 - August 2005
Skills
Team Leadership, Sales Management, Customer Satisfaction, Salesforce.com, Sales Operations, Cold Calling, Social Networking, Referrals, Training & Development, Hiring/firing, Organizing Meetings, Sales Process, Account Management, Sales Coach, Innovative Problem..., Investment Strategies, Investment Advisory, Investment Products, Mortgage Lending, Retirement Planning, Special Needs Planning, Public Speaking, Notary Public, Employee Recognition, Employee Management, Professional Networking, Market Research, Retail Banking, Call Center, Lead Generation, Banking, Finance, Customer Service, Loans, Small Business, Small Business Lending, Loan Origination, Leadership, Customer Retention, Cash Management, Credit Analysis, Training, Insurance, Risk Management, Coaching, Fixed Annuities, Team Building, IRAs, Securities, Mutual Funds
Education
Prairie View A&M University 1997 — 2000
Bachelor of Science, Human Performance (Kineisiology), 3.43
Langston University 1995 — 1997
N/A, General Studies, 3.02
Capital One Investing July 2015 - Present
Wells Fargo / Wells Fargo Advisors December 2013 - July 2015
Chase February 2013 - December 2013
Bank of America June 2006 - February 2013
Merrill Lynch April 2011 - July 2012
Compass Bank August 2005 - March 2006
JPMorgan Chase April 2002 - August 2005
Skills
Team Leadership, Sales Management, Customer Satisfaction, Salesforce.com, Sales Operations, Cold Calling, Social Networking, Referrals, Training & Development, Hiring/firing, Organizing Meetings, Sales Process, Account Management, Sales Coach, Innovative Problem..., Investment Strategies, Investment Advisory, Investment Products, Mortgage Lending, Retirement Planning, Special Needs Planning, Public Speaking, Notary Public, Employee Recognition, Employee Management, Professional Networking, Market Research, Retail Banking, Call Center, Lead Generation, Banking, Finance, Customer Service, Loans, Small Business, Small Business Lending, Loan Origination, Leadership, Customer Retention, Cash Management, Credit Analysis, Training, Insurance, Risk Management, Coaching, Fixed Annuities, Team Building, IRAs, Securities, Mutual Funds
Education
Prairie View A&M University 1997 — 2000
Bachelor of Science, Human Performance (Kineisiology), 3.43
Langston University 1995 — 1997
N/A, General Studies, 3.02
Anthony Macaluso's Capital One Investing Experience April 2011 - Present
Job Vice President Financial Advisor @ Capital One Investing
Industry Financial Services
Experience
Capital One Investing April 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Lend-Mor Mortgage Bankers December 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
Finance, Business
Capital One Investing April 2011 - Present
Morgan Stanley Smith Barney February 2010 - March 2011
Lend-Mor Mortgage Bankers December 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Strategic Financial...
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
Finance, Business
Robert Pagliarini's Capital One Investing Experience October 2013 - Present
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
Capital One Investing October 2013 - Present
Capital One February 2012 - October 2013
Maize Futbol Club May 2009 - November 2011
Capital One June 2011 - August 2011
Stephen M. Ross Academic Center November 2009 - November 2010
Skills
Digital Marketing, Business Analytics, Marketing Strategy, Marketing Analytics, Web Analytics, SQL, Excel, SAS, Analytics
Education
University of Michigan 2007 — 2011
Bachelor of Science (BS), Economics, Mathematical Economics
Capital One Investing October 2013 - Present
Capital One February 2012 - October 2013
Maize Futbol Club May 2009 - November 2011
Capital One June 2011 - August 2011
Stephen M. Ross Academic Center November 2009 - November 2010
Skills
Digital Marketing, Business Analytics, Marketing Strategy, Marketing Analytics, Web Analytics, SQL, Excel, SAS, Analytics
Education
University of Michigan 2007 — 2011
Bachelor of Science (BS), Economics, Mathematical Economics
Derrek Gaspard's Capital One Investing Experience August 2014 - Present
Job Brokerage Processing Associate
Industry Financial Services
Experience
Capital One Investing August 2014 - Present
Fidelity Investments September 2012 - May 2014
Fidelity Investments September 2008 - September 2012
Whitney National Bank January 2006 - August 2007
Skills
401k, Series 6, Series 63, Mutual Funds, Series 7, Retirement, Wealth Management, Consumer Lending, Banking, Siebel CRM, Financial Services, Customer Service, Finance, Securities, Investments
Education
Operation Spark 2015 — 2015
Javascript
Southeastern Louisiana University 2000 — 2004
BA, Human Resource Management
Capital One Investing August 2014 - Present
Fidelity Investments September 2012 - May 2014
Fidelity Investments September 2008 - September 2012
Whitney National Bank January 2006 - August 2007
Skills
401k, Series 6, Series 63, Mutual Funds, Series 7, Retirement, Wealth Management, Consumer Lending, Banking, Siebel CRM, Financial Services, Customer Service, Finance, Securities, Investments
Education
Operation Spark 2015 — 2015
Javascript
Southeastern Louisiana University 2000 — 2004
BA, Human Resource Management
Edward Loughman's Capital One Investing Experience June 2015 - Present
Job Brokerage Trading Specialist at Capital One Investing
Industry Financial Services
Experience
Capital One Investing June 2015 - Present
Capital One Investing April 2014 - June 2014
Wells Fargo May 2013 - March 2014
Wells Fargo September 2011 - April 2013
Wells Fargo January 2010 - August 2011
Skills
Retirement Planning, Finance, Investments
Education
Ithaca College 2005 — 2009
Bachelor of Business Administration (BBA), Financial Planning and Services
Ithaca College 2005 — 2009
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Capital One Investing June 2015 - Present
Capital One Investing April 2014 - June 2014
Wells Fargo May 2013 - March 2014
Wells Fargo September 2011 - April 2013
Wells Fargo January 2010 - August 2011
Skills
Retirement Planning, Finance, Investments
Education
Ithaca College 2005 — 2009
Bachelor of Business Administration (BBA), Financial Planning and Services
Ithaca College 2005 — 2009
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.