Capital Wealth Management
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Capital Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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