Capital Wealth Management

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Capital Wealth Management Employees

Employee
Years
Job
Industry
Annah (Russell) Tucker Annah (Russell) Tucker Austin, Texas Details
Annah (Russell) Tucker's Capital Wealth Management Experience August 2007 - June 2012
Job Financial Services
Industry Financial Services
Experience
Austin Financial Partners   June 2012 - January 2015
Capital Wealth Management   August 2007 - June 2012
Investment Planning, Inc.   January 2004 - August 2007

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Management, Strategic Planning, Event Planning, Budgets, Insurance, Administrative..., Office Management, Access, Administration

Education
Hill College   2001 — 2003
Basics

Blooming Grove High School   1997 — 2001
HS Diploma

Jeffrey Archer, CRPC, CLU Jeffrey Archer, CRPC, CLU Charlotte, North Carolina Area Details
Jeffrey Archer, CRPC, CLU's Capital Wealth Management Experience March 2007 - February 2008
Job Professional Sales Executive, Client Relationship Manager, Business Development Pro, Wholesaler
Industry Financial Services
Experience
MetLife Auto & Home  September 2014 - Present
Western & Southern Financial Group  April 2008 - September 2010
Capital Wealth Management   March 2007 - February 2008
Sun Life Financial of Canada  May 2005 - October 2006
Jefferson Pilot Financial  May 2004 - May 2005
Nationwide Financial  April 2001 - April 2004
Huntington Investment Company  April 1999 - March 2001
BB&T Investment Services, Inc.   August 1996 - April 1999
The Laughlin Group   October 1992 - July 1996
Marketing One, Inc.   1985 - 1992

Skills
Sales Management, Territory Management, Recruiting, Talent Identification, Sales, Fixed Annuities, Variable Annuities, Income Annuities, Life Insurance, Sales Presentations, Product Presentations, Board Presentations, Wealth Management, FINRA Series 7, 63, 65, Investment Advisory..., Retirement Planning, Retirement Income, Series 7, Retirement, Insurance, Finance, Banking, Mutual Funds, Business Development, CRM, Series 63, Financial Services, 401k, Leadership, Relationship Management, Financial Advisory, Securities, Asset Allocation

Education
College for Financial Planning   2008 — 2008
CRPC, Retirement Planning

The American College   1980 — 1982
Chartered Life Underwriter, Insurance

Taylor University
Business Administration, Business Administration & Economics

AJ Woodward AJ Woodward Phoenix, Arizona Details
AJ Woodward's Capital Wealth Management Experience January 2007 - August 2007
Job Student at Hawaii Pacific University
Industry Management Consulting
Experience
Vanguard  2013 - Present
Golden Eagle Marine Charter Services   January 2009 - June 2013
Phoenix Children's Hospital  June 2012 - August 2012
Capital Wealth Management   January 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Change Management, Strategic Planning, Training, Business Strategy, Coaching, Six Sigma, Analysis, Team Building, Insurance, Program Management, Leadership, Customer Service, Public Speaking, Management, Project Management, Time Management, Marketing Strategy, Strategy, Research, Consulting, Management Consulting, Process Improvement

Education
Hawaii Pacific University   2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7

Hawaii Pacific University   2010 — 2013
Master in Arts of Organizational Change, 4.0

Hawaii Pacific University   2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8

Phoenix College   2006 — 2008
Associate of Arts (A.A.), Business, 3.98

Luke Mahaffey Luke Mahaffey Dallas/Fort Worth Area Details
Luke Mahaffey's Capital Wealth Management Experience November 2004 - May 2005
Job Director, Sr. Financial Analyst at Solis Women's Health
Industry Hospital & Health Care
Experience
Solis Women's Health  October 2009 - Present
Broadlane  March 2008 - October 2009
Broadlane  March 2007 - March 2008
Broadlane  May 2006 - March 2007
Broadlane  June 2005 - May 2006
Capital Wealth Management   November 2004 - May 2005

Skills
Financial Modeling, New Business Development, Private Equity, Corporate Budgeting, Joint Ventures, Acquisitions, Healthcare, Dashboard Metrics, Financial Forecasting, Financial Analysis, Market Analysis, Project Management, Hyperion Enterprise, Forecasting, Budgets, Essbase, Process Improvement, Accounting, Finance, Income Statement, Competitive Analysis, Healthcare Industry, Cash Flow Forecasting, Capital Budgeting, Management, Managerial Finance, Project Planning, Analysis, Strategic Planning, Strategy, Mergers, Business Analysis, General Ledger, Executive Management, Corporate Finance, Financial Reporting, Revenue Recognition, Business Planning, Cash Flow, Cost Accounting, Variance Analysis, Managed Care, Valuation, Business Strategy, Leadership, Due Diligence, Cross-functional Team..., Mergers & Acquisitions, Acquisition Integration, GAAP

Education
The University of Texas at Austin   2001 — 2005
Bachelor of Business Administration (BBA), Finance, General

The University of Texas at Austin - Red McCombs School of Business   2001 — 2005
BBA, Finance

Jay Rabins Jay Rabins Phoenix, Arizona Area Details
Jay Rabins's Capital Wealth Management Experience July 2007 - August 2009
Job Investment Advisor at Your Source Financial
Industry Financial Services
Experience
Your Source Financial   August 2009 - Present
Capital Wealth Management   July 2007 - August 2009
First Financial Equities  August 2005 - July 2007
Merrill Lynch  June 2000 - January 2005
Arizona Theatre Company  January 1995 - June 2000
Assistant Director/Production Coordinator   1982 - 1995
Eglevsky Ballet   1982 - 1982
Cleveland Ballet  1981 - 1982

Education
University of Arizona   1978 — 1980

Arizona State University   1972 — 1977
BA Ed, Theatre

Richard Dunn, AIF®, AAMS® Richard Dunn, AIF®, AAMS® Greater Minneapolis-St. Paul Area Details
Richard Dunn, AIF®, AAMS®'s Capital Wealth Management Experience March 2011 - November 2013
Job Principal at Dunncreek Advisors
Industry Financial Services
Experience
Dunncreek Advisors LLC   November 2013 - Present
Capital Wealth Management   March 2011 - November 2013
Ameriprise Advisor Services Inc.  January 2009 - February 2011
Edward Jones  January 2002 - January 2009
Charleston Orwig  October 2000 - December 2001
Dunncreek Communications   June 1994 - September 2000
John Volk Company   January 1989 - December 1993
The Fertilizer Institute  June 1986 - October 1988
Miller Meester Advertising  June 1985 - June 1986
U.S. Ag Communicators Congress   1984 - 1984

Skills
Wealth Management, Asset Allocation, Retirement, Strategic Planning, Strategic Financial..., Public Speaking, Budget, Investments, Financial Analysis, Retirement Planning

Education
University of Illinois at Urbana-Champaign   1980 — 1985
Bachelor of Science, Agriculture

Newark Community High School, Newark, Illinois   1976 — 1980
High School Graduate

Evan Ocepek, CFP®, AIF® Evan Ocepek, CFP®, AIF® Orange County, California Area Details
Evan Ocepek, CFP®, AIF®'s Capital Wealth Management Experience September 2012 - Present
Job Wealth Manager at Capital Wealth Management
Industry Financial Services
Experience
Capital Wealth Management   September 2012 - Present
Western International Securities  August 2010 - Present
Nordstrom  October 2005 - December 2009
X-Events, Luxury Productions   September 2004 - December 2006

Skills
Strategic Financial..., Retirement, Investments, 401k, Retirement Planning, Financial Advisory, Wealth Preservation..., Licensed Life & Health..., Finance, Asset Management, College Funding..., Wealth Accumulation..., Alternative Investments, Securities, Financial Services, REIT, Long Term Care Insurance, Employee Benefits..., Employee Benefits, Wealth Management, Management, Customer Service, Financial Planning, Life Insurance

Education
College for Financial Planning   2012 — 2013
CFP Certification Professional Education Program, Financial Planning and Services

California State University-Long Beach   2007 — 2009
Bachelor of Arts (B.A.), Economics

Golden West College   2005 — 2007
Associate's Degree, Economics

Fountain Valley High School   2001 — 2005

Brent Gorter Brent Gorter Louisville, Kentucky Area Details
Brent Gorter's Capital Wealth Management Experience January 2004 - Present
Job Owner, Capital Wealth Management
Industry Financial Services
Experience
Capital Wealth Management   January 2004 - Present

Skills
Wealth Management, Financial Analysis, Strategic Planning, Budgeting, Retirement Planning, Budgets, Succession Planning, Estate Planning, Strategy, Program Management, Employee Benefits, Health Insurance, Asset Allocation, Risk Management, Insurance, Executive Management, Management, Finance, Business Planning, Entrepreneurship

Education
University of Kentucky   1997 — 2001
Bachelor of Finance, Finance

Saint Xavier High School Louisville, Kentucky   1993 — 1997

Christopher Taft Christopher Taft Louisville, Kentucky Area Details
Christopher Taft's Capital Wealth Management Experience November 2014 - Present
Job Business Development at Eventure Sports
Industry Financial Services
Experience
Capital Wealth Management   November 2014 - Present
Live Hot Spot, Inc   January 2012 - Present
Eventure Sports   November 2014 - June 2015
UBS  April 2012 - November 2014
Merrill Lynch  September 2009 - April 2012
Virginia Asset Management  January 2008 - April 2009
MB Real Estate  June 2007 - August 2007

Skills
Marketing, Investments, Finance, Social Media, Microsoft Office, Financial Analysis, Strategic Planning, Financial Modeling, Microsoft Excel, Customer Service, Sales, Business Strategy

Education
University of Louisville MBA   2015 — 2017
Master of Business Administration (MBA)

University of Richmond - Robins School of Business   2005 — 2009
BS, Finance & Accounting

Kent School

Jenny Huskey Jenny Huskey Knoxville, Tennessee Area Details
Jenny Huskey's Capital Wealth Management Experience May 2002 - September 2003
Job C&J Wealth Advisors
Industry Financial Services
Experience
C&J Wealth Advisors   March 2005 - Present
Capital Wealth Management   May 2002 - September 2003
LandOak Securities   September 1999 - May 2002
Emerson Process Management/CSI   March 1995 - May 1999

Education
Cass Business School   2003 — 2004
MSc, Trade, Finance & Logistics

University of Tennessee-Knoxville   1990 — 1995
BA, French & International Business

Jason Vander Pol Jason Vander Pol Louisville, Kentucky Area Details
Jason Vander Pol's Capital Wealth Management Experience July 2009 - Present
Job Entrepreneur
Industry Consumer Services
Experience
Capital Wealth Management   July 2009 - Present
Juanita's Place   July 2010 - August 2011
Waterboys Garden Products, LLC   August 2009 - August 2011
aNetorder, Inc   November 2007 - January 2009
Childress Financial Consultants, LLC   October 2006 - November 2007
Buffalo Trace Distillery  October 2004 - October 2006
Kraft Foods  November 2000 - July 2004
Jacobson Companies  1996 - 2000

Skills
Change Management, Operations Management

Education
University of Louisville   2005 — 2006

Iowa State University   1990 — 1995
BBA, Transportation & Logistics

Chris Neu, EA Chris Neu, EA Eden Prairie, Minnesota Details
Chris Neu, EA's Capital Wealth Management Experience March 2011 - November 2013
Job Principal at Neu DeRaad Tax & Accounting, Partner at Dunncreek Advisors LLC
Industry Financial Services
Experience
Dunncreek Advisors LLC   November 2013 - Present
Capital Wealth Management   March 2011 - November 2013
Ameriprise Financial  2002 - 2011
H&R Block Financial Advisors  2007 - 2009
BNI - MorningStar Chapter   2005 - 2009
H & R Block Financial Advisors  May 2007 - October 2008
Edward Jones  February 2002 - May 2007

Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds

Education
University of Minnesota-Twin Cities   1964 — 1968
Bachelor's degree, Psychology

University of Minnesota-Twin Cities   1962 — 1968
BA, Psychology, History, Zoology

Kathleen Landrigan Kathleen Landrigan Greater New York City Area Details
Kathleen Landrigan's Capital Wealth Management Experience January 2006 - February 2009
Job Investment Management Professional
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
Kreitler Financial   December 2009 - January 2011
Capital Wealth Management   January 2006 - February 2009
The Pension Service, Inc.   August 1998 - January 2006
Aetna, Inc.   April 1988 - August 1991
Aetna, Inc.   January 1985 - April 1988

Skills
Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Portfolio Management, Series 7, Investment Management, Asset Managment, Fixed Income, Investment Advisory

Education
The University of Connecticut School of Business   1985 — 1988
MBA, Finance

Providence College   1977 — 1981
BS, Business Administration/Finance

Becky Beltran Becky Beltran Saint Petersburg, Florida Details
Becky Beltran's Capital Wealth Management Experience February 2000 - March 2002
Job Marketing
Industry Marketing and Advertising
Experience
PS 452   September 2011 - February 2015
Genzyme, a Sanofi company  March 2003 - September 2006
Capital Wealth Management   February 2000 - March 2002

Skills
Research, Management, Strategic Planning, Leadership, Social Media

Education
Boston College   1994 — 1998
Bachelor’s Degree, Marketing

NYU School of Professional Studies
Digital Marketing Certificate