CAPITOL FINANCIAL PARTNERS

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CAPITOL FINANCIAL PARTNERS Employees

Employee
Years
Job
Industry
Deborah Mellis Deborah Mellis Washington D.C. Metro Area Details
Deborah Mellis's CAPITOL FINANCIAL PARTNERS Experience June 2008 - June 2012
Job Financial Services Representative at Parkway Financial Strategies
Industry Financial Services
Experience
Parkway Financial Strategies   August 2012 - Present
Capitol Financial Partners   June 2008 - June 2012
Law Firms  April 2004 - November 2007
National Federation of Independent Business  October 2003 - March 2004
Southland Corporation  January 1989 - June 1992
National Resources Inc.   March 1984 - December 1988

Skills
Investments, Employee Benefits, Executive Pay, Succession Planning, Tax, Retirement, Deferred Compensation, Health Insurance, Long Term Care Insurance, Profit Sharing, Defined Contribution, Estate Planning, Retirement Planning, Insurance, Small Business

Education
George Mason University School of Law   2000 — 2003
JD

William & Mary   1976 — 1980
BA, Government

Bonn American High School   1970 — 1974

Benjamin Britton Benjamin Britton San Francisco, California Details
Benjamin Britton's CAPITOL FINANCIAL PARTNERS Experience May 2013 - July 2014
Job Investment Operations Associate at Parallel Advisors
Industry Financial Services
Experience
Parallel Advisors, LLC   July 2014 - Present
Capitol Financial Partners   May 2013 - July 2014
MassMutual Financial Group  March 2013 - May 2013
MassMutual Financial Group  August 2012 - May 2013

Education
George Mason University
BA, Economics

NVCC
Associate's in Business Administration

JAMES CHARLES DITTMAR JAMES CHARLES DITTMAR Washington D.C. Metro Area Details
JAMES CHARLES DITTMAR's CAPITOL FINANCIAL PARTNERS Experience January 2013 - Present
Job Senior Vice President of Talent Acquisition
Industry Financial Services
Experience
CAPITOL FINANCIAL PARTNERS   January 2013 - Present

Education
University of Miami   1971 — 1975
Bachelor of Business Administration (BBA)

Patience Kplivi Patience Kplivi Springfield, Virginia Details
Patience Kplivi's CAPITOL FINANCIAL PARTNERS Experience May 2013 - Present
Job Associate Broker at Remax Allegiance
Industry Real Estate
Experience
Capitol Financial Partners   May 2013 - Present
Remax Allegiance  January 2010 - Present
Remax Allegiance  January 2010 - Present
Remax Allegiance  June 2007 - Present
wellsfargo bank  June 2011 - August 2012
wellsfargo Bank  January 2006 - May 2008

Skills
Customer Experience, Insurance, Sales&Marketing, Term Life Insurance, Financial Services, Fixed Annuities, Health Insurance, Sales, Marketing, Microsoft Excel, Selling

Education
UMUC   2009 — 2013
Bachelor of Science (BSc), business administration

University of Ghana   2003 — 2004
Political Science & Philosophy

Fernando Gardner Fernando Gardner Greater Minneapolis-St. Paul Area Details
Fernando Gardner's CAPITOL FINANCIAL PARTNERS Experience April 2007 - February 2008
Job Marketing & Investor Relations at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management  April 2012 - Present
Cambridge Associates  March 2008 - March 2012
Capitol Financial Partners   April 2007 - February 2008

Skills
Investments, Hedge Funds, Investor Relations, Due Diligence, Alternative Investments, Equity Research, Strategic Financial..., Financial Markets, Wealth Management, Risk Management, Financial Advisory, Financial Services, Finance

Education
University of Maryland College Park   2001 — 2005
B.A., International Relations

Sam Courtney Sam Courtney Washington D.C. Metro Area Details
Sam Courtney's CAPITOL FINANCIAL PARTNERS Experience January 2011 - Present
Job Financial Advisor at Capitol Financial Partners
Industry Higher Education
Experience
Capitol Financial Partners   January 2011 - Present

Education
James Madison University
B.S Business Management

Clyde Ensslin Clyde Ensslin Vienna, Virginia Details
Clyde Ensslin's CAPITOL FINANCIAL PARTNERS Experience May 2014 - Present
Job Driver. Talker. Seller. Closer.
Industry Financial Services
Experience
Capitol Financial Partners   May 2014 - Present
Macy's  November 2011 - April 2014
Barnes & Noble  April 2011 - November 2011
Marketing Through New Media   February 2009 - January 2011
Federal Communications Commission  March 2006 - February 2009
U.S. Department of Commerce   2001 - 2005
Fannie Mae  1997 - 2001
Tudor Investment Corporation  1992 - 1995
Continental Grain Company  1984 - 1987
U.S. Rep E Clay Shaw, Jr. (R-FL)   1981 - 1982

Skills
Strategic Communications, Public Policy, Media Relations, Public Affairs, Policy, Leadership, Corporate Communications, Politics, Strategic Planning, Community Outreach, Nonprofits, Social Media, Government, Spokesperson, Editing, Fundraising, Public Speaking, Management, Community Development, Journalism, Program Management, Strategy, Product Knowledge, Social Networking, Customer Service

Education
Harvard Business School   1982 — 1984
MBA, Derivative securities including commodity futures

University of North Carolina at Chapel Hill   1975 — 1979
Bachelor of Arts (BA), English

University of North Carolina at Chapel Hill   1975 — 1979
Bachelor of Arts, American Studies

Berkeley Prep   1968 — 1975

Nathan Dowdy Nathan Dowdy Vienna, Virginia Details
Nathan Dowdy's CAPITOL FINANCIAL PARTNERS Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Capitol Financial Partners   2012 - Present
The College Funding Coach   March 2012 - Present

Skills
Leadership

Education
Auburn University   2007 — 2011
Bachelor's Degree, Pre-Law Studies

Theresa White Theresa White Washington D.C. Metro Area Details
Theresa White's CAPITOL FINANCIAL PARTNERS Experience April 2013 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   April 2013 - Present
Ourisman   August 2003 - April 2011
Ourisman Rockmont Chevrolet  August 2003 - May 2006
Koons Arlington Toyota   June 2001 - August 2003
King Pontiac-Buick   December 1993 - May 2001
EuroMotorCars   May 1993 - December 1993
DARCARS  July 1991 - April 1993

Education
Mary Baldwin College   1987 — 1991
Bachelor of Arts, Business Administration, Computer Information Systems, Economics

Klein Oak HS

Demetrius Doss Demetrius Doss Washington D.C. Metro Area Details
Demetrius Doss's CAPITOL FINANCIAL PARTNERS Experience September 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Capitol Financial Partners   September 2011 - Present
On Deck Capital, Inc.   February 2011 - July 2011
Military Times   April 2005 - October 2008
Evansville Bluecats   February 2004 - June 2004

Education
Marshall University   1998 — 2003
Business Marketing, Business

Nancy Gallagher Nancy Gallagher Washington D.C. Metro Area Details
Nancy Gallagher's CAPITOL FINANCIAL PARTNERS Experience September 2013 - Present
Job Financial Advisor at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   September 2013 - Present
Blue Ocean Partners, LLC   March 2013 - August 2013
Clark Financial Partners   August 2005 - March 2013
Servus Financial   April 1996 - May 2003

Education
Temple University   1979 — 1983
BA, Communications

Frank Surette Frank Surette Washington D.C. Metro Area Details
Frank Surette's CAPITOL FINANCIAL PARTNERS Experience May 2001 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Capitol Financial Partners   May 2001 - Present
John Hancock  May 1982 - May 2001

Skills
Strategic Financial..., Investments, Retirement Planning, Wealth Management, Entrepreneurship

Education
Babson College
MBA, Finance

Syracuse University
BS, Journalism

Caroline Morris, CFP® Caroline Morris, CFP® Washington D.C. Metro Area Details
Caroline Morris, CFP®'s CAPITOL FINANCIAL PARTNERS Experience July 2012 - Present
Job Financial Advisor at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   July 2012 - Present
Capital Educators, LLC   June 2009 - July 2012
Capital Educators, LLC   June 2005 - June 2009
Capital Educators, LLC   September 2003 - May 2005

Education
Georgetown University   2001 — 2005
BA, Government, Art History

Salpointe Catholic High School   1997 — 2001
High School Diploma

Patricia Curtis Patricia Curtis Washington D.C. Metro Area Details
Patricia Curtis's CAPITOL FINANCIAL PARTNERS Experience June 1996 - July 1999
Job Owner, Retirement Benefit Solutions, LLC
Industry Financial Services
Experience
Retirement Benefit Solutions   August 1999 - Present
Capitol Financial Partners   June 1996 - July 1999
The Paul Abbott Company   October 1985 - June 1996

Skills
ERPA designation, QPA designation, QKA designation, Public Speaking, Investments, Tax, Project Planning, Management, Asset Allocation, Accounting, Auditing, Financial Advisory, Business Planning, Internal Controls, 401k, Retirement, Insurance, Life Insurance, Pensions, Administration, Strategic Financial..., QKA, Retirement Planning, Employee Benefits

Education
Fairfield University
BS, Psychology/Biology

Jeffrey Hamblen Jeffrey Hamblen Mclean, Virginia Details
Jeffrey Hamblen's CAPITOL FINANCIAL PARTNERS Experience 1982 - 2007
Job Partner at Washington Financial Group, LLP
Industry Financial Services
Experience
Washington Financial Group, LLP   2007 - Present
Capitol Financial Partners   1982 - 2007

Skills
Investments, Wealth Management, Strategic Financial..., Estate Planning, Retirement, Financial Advisory, Securities, Insurance, Financial Services, Finance, Employee Benefits, Small Business, Strategy, Tax, FINRA, Retirement Planning, Series 7, Financial Planners, Investment Advisory

Education
Virginia Polytechnic Institute and State University   1974 — 1978
Bachelor of Science (B.S.), Marketing/Marketing Management, General

The American College   1999 — 2001
Master of Science in Financial Services, Financial Planning

Jeb Stuart High School   1972 — 1974

Maryann Keith, CFP® Maryann Keith, CFP® Washington D.C. Metro Area Details
Maryann Keith, CFP®'s CAPITOL FINANCIAL PARTNERS Experience June 2005 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   June 2005 - Present

Education
The Johns Hopkins University   2003 — 2004
MM, Music

Rice University   1999 — 2003
BM, Music

Edward ReBrook, IV, Esq. Edward ReBrook, IV, Esq. Burke, Virginia Details
Edward ReBrook, IV, Esq.'s CAPITOL FINANCIAL PARTNERS Experience May 2015 - Present
Job Wealth Manager at Capitol Financial Partners
Industry Law Practice
Experience
Capitol Financial Partners   May 2015 - Present
The ReBrook Law Offices   April 2014 - Present
Von Fricken & Associates   October 2012 - April 2014
CALIBRE Systems  July 2011 - April 2014
DynCorp International  June 2012 - October 2012
IMSolutions   January 2010 - July 2011
KBR  2007 - 2009
SAIC  April 2006 - December 2006
United States Army  June 1999 - January 2006

Skills
Security Clearance, DoD, Military, Army, Government Contracting, Government, Program Management, Earned Value Management, Project Management, Operational Planning, Project Planning, Military Operations, Strategic Planning, Process Improvement, Systems Engineering, Risk Management, Operations Management, Logistics, Proposal Writing, Contract Management, Training, Force Protection, Leadership, Policy, Supervisory Skills, Security, Military Experience, Weapons, Afghanistan, Criminal Law, Civil Litigation

Education
The Catholic University of America, Columbus School of Law   2007 — 2011
Juris Doctor

United States Military Academy at West Point   1999 — 2003
BS, Systems Engineering / Military Science

Brandon W. Gulley Brandon W. Gulley Washington D.C. Metro Area Details
Brandon W. Gulley's CAPITOL FINANCIAL PARTNERS Experience January 2010 - Present
Job Investment and Insurance Strategies
Industry Financial Services
Experience
Capitol Financial Partners   January 2010 - Present
Mass Mutual Financial Group  January 2010 - Present
Wachovia Bank, NA  August 2007 - December 2009

Education
Oakland University   2000 — 2003
BS, Finance

Oakland Community College   1996 — 1999
AS, Accounting

Grant Leighty Grant Leighty Washington D.C. Metro Area Details
Grant Leighty's CAPITOL FINANCIAL PARTNERS Experience July 2011 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   July 2011 - Present
CACI International Inc  May 2009 - January 2011
Troyer Advisors, LLC   October 2010 - October 2010
Center for Champions   February 2010 - May 2010
CACI International Inc  May 2009 - September 2009

Education
Messiah College   2007 — 2011
BS, Business Administration

University of Gloucestershire   2009 — 2010
BSc, Business Administration

James Madison High School   2003 — 2007

Gerald J Radican Gerald J Radican Washington D.C. Metro Area Details
Gerald J Radican's CAPITOL FINANCIAL PARTNERS Experience 1990 - 2010
Job Financial Advisor at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners & Washington Financial Group, LLP   March 2010 - Present
Capitol Financial Partners   1990 - 2010

Skills
Leadership, Estate Planning, Program Management, Strategy, New Business Development, Wealth Management, Start-ups, Business Development, Retirement Planning, Fixed Annuities, Retirement

Education
Radford University   1986 — 1989
Bachelor of Science, Economics

Bill DuBose, CFP® Bill DuBose, CFP® Washington D.C. Metro Area Details
Bill DuBose, CFP®'s CAPITOL FINANCIAL PARTNERS Experience October 1997 - January 2007
Job District Financial Advisors
Industry Financial Services
Experience
District Financial Advisors   January 2014 - Present
McLean Project for the Arts  October 2006 - Present
McLean Wealth Strategies   January 2007 - January 2014
McLean Community Foundation   May 2005 - May 2008
Capitol Financial Partners   October 1997 - January 2007
Greater McLean Chamber of Commerce  July 2001 - June 2003
National Ocean Industries Association  April 1984 - February 1993

Skills
Financial Planning, Retirement, Wealth Management, Estate Planning, Insurance, Asset Management, Securities, Retirement Planning, Investments, Investment Advisory, Portfolio Management, Long Term Care, Strategic Financial..., Investment Management, Financial Planners, Long-term Care, Financial Advisory, Long Term Care Insurance, Disability Insurance, Life Insurance, Small Business

Education
Texas A&M University   1981 — 1982
M. Agr., Natural Resources Development

Clemson University   1976 — 1980
B.S., Economic Biology

Tania Arce Tania Arce Arlington, Virginia Details
Tania Arce's CAPITOL FINANCIAL PARTNERS Experience January 2012 - October 2012
Job Project Management Consultant
Industry Management Consulting
Experience
DRT Strategies  October 2014 - Present
CGI  October 2012 - October 2014
Capitol Financial Partners   January 2012 - October 2012
Commonwealth Orthopaedics  August 2009 - February 2012

Skills
Program Management, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Project Management, SharePoint, Business Process, User Acceptance Testing, Visio, Business Process..., Enterprise Architecture, Subcontracts Management, Ad Hoc Reporting, CMMI Level 5, Section 508, Project Planning, Forecasting, Operations Management, Earned Value Management, Employee Training, Webinar Management, Quality Management, Customer Service

Education
Marymount University
Bachelor of Business Administration (B.B.A.), International Business

Mark Axmacher II Mark Axmacher II Washington D.C. Metro Area Details
Mark Axmacher II's CAPITOL FINANCIAL PARTNERS Experience 2014 - 2015
Job Vice President, Wealth Management at HSBC Securities, USA
Industry Investment Management
Experience
HSBC Securities, USA   2015 - Present
Capitol Financial Partners   2014 - 2015
Convergent Wealth Advisors  2012 - 2013
Defender Capital (LPL Financial)   2010 - 2012

Skills
Wealth Management, Investments, Investment Management, Asset Allocation, Strategic Financial..., Wealth Management..., Equities, Life Insurance, Investment Advisory, Strategic Planning, Banking, Business Development, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Private Banking, Insurance, Retirement Planning, Finance, International Banking..., International Wealth..., Wealth Accumulation, Wealth Preservation, Wealth Transfer, Multi-generational..., Structured Products, Estate Planning, College Education..., Long Term Care Insurance, Mutual Funds, Series 7, Sales

Education
Miami University   2002 — 2006
Bachelor of Arts, Economics

New York University - Leonard N. Stern School of Business   2005 — 2005
Stern Advantage Program Summer 2005, Business

Jared Simon Jared Simon Orlando, Florida Details
Jared Simon's CAPITOL FINANCIAL PARTNERS Experience May 2012 - June 2012
Job Finance Intern at NBCUniversal, Inc.
Industry Accounting
Experience
NBCUniversal, Inc.   June 2015 - Present
Eagle Strategies, LLC  September 2014 - December 2014
JCC of the Greater Palm Beaches  June 2012 - August 2012
Capitol Financial Partners   May 2012 - June 2012
Publix Supermarket  November 2009 - March 2011

Skills
Cashiering, Time Management, Data Entry, Cash Handling Experience, Telephone Skills, Teamwork, PowerPoint, Critical Thinking, Microsoft Word, Facebook, Microsoft Excel, QuickBooks, Access, Phone Etiquette, Retail Sales, Outlook, Customer Service, Team-oriented, Microsoft Office, Inventory Management

Education
University of Central Florida   2011 — 2015
Bachelor’s Degree, Accounting

Bill Frazer, MBA & Financial Advisor Bill Frazer, MBA & Financial Advisor Washington D.C. Metro Area Details
Bill Frazer, MBA & Financial Advisor's CAPITOL FINANCIAL PARTNERS Experience April 2008 - June 2013
Job YOUR RETIREMENT PATHFINDER
Industry Financial Services
Experience
Your Retirement Pathfinder   June 2013 - Present
Capitol Financial Partners   April 2008 - June 2013
Principal Financial Group  June 2005 - April 2008

Skills
Annuities, Investments, Insurance, Retirement Planning, 401k, Life Insurance, Disability Insurance, Securities, Strategic Financial..., Long Term Care Insurance, Estate Planning, Investment Advisory, Financial Planners, Financial Services, Series 7, Series 63, Series 65, Health Insurance, Buy-sell Agreements, Retirement Savings, Investment Strategies, Key Person Insurance, Portfolio Management, Financial Advisory, Wealth Management, Mutual Funds, Succession Planning, Risk Management, 401k Rollovers, Financial Planning, buy sell insurance, key man insurance, Split Dollar Plans, Retirement, Long-term Care

Education
Southern New Hampshire University   1980 — 1986
MBA, Management & Marketing

Union College
BS Civil Eng., Environmental engineering

Craig Beden, CFP®, CLU, ChFC Craig Beden, CFP®, CLU, ChFC Washington D.C. Metro Area Details
Craig Beden, CFP®, CLU, ChFC's CAPITOL FINANCIAL PARTNERS Experience 1984 - Present
Job Investment Specialist/Financial Advisor at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   1984 - Present
ABSI  1993 - Present

Education
American University - Kogod School of Business   1980 — 1984
BA, Finance, Economics

Leia Francisco Leia Francisco San Antonio, Texas Area Details
Leia Francisco's CAPITOL FINANCIAL PARTNERS Experience January 2006 - July 2007
Job Coach and Consultant: Navigating Transitions, Transition Writing Expert
Industry Professional Training & Coaching
Experience
The Therapeutic Writing Institute   January 2008 - Present
Leia Francisco Associates   November 2007 - Present
Our Experience Counts   August 2010 - August 2011
U.S.Office of Personnel   October 2004 - March 2011
U.S.Office of Personnel   October 2004 - March 2011
Capitol Financial Partners   January 2006 - July 2007
Capitol Financial Partners   2002 - 2005
Fairfax County Government  1984 - 2004

Skills
Leadership Development, Career Counseling, Training, Public Speaking, Coaching, Workshop Facilitation, Career Development, Nonprofits, Leadership, Strategic Planning, Strategy, Staff Development, Program Management, Personal Development, Change Management, E-Learning, Blogging

Education
Central Michigan University   1978 — 1979
MA, Business Management

Louisiana State University
Graduate studies in English

Mary Washington College/University of Virginia
Bachelor of Arts (B.A.), English Language and Literature/Letters/psychology minor

Charlie Buckley Charlie Buckley Washington D.C. Metro Area Details
Charlie Buckley's CAPITOL FINANCIAL PARTNERS Experience July 2014 - December 2014
Job BSc Hons. Economics & Finance Graduate
Industry Financial Services
Experience
Deloitte  December 2014 - Present
Capitol Financial Partners   July 2014 - December 2014
Capitol Financial Partners   June 2013 - October 2013

Skills
Financial Statement..., Financial Analysis, Financial Modeling, Econometric Modeling, Insurance, Data Analytics, Stata, Gretl, Sales, Retail, PowerPoint, Marketing, Microsoft Office, Customer Service, Merchandising, Account Management, Time Management, Analysis, Microsoft Excel, Social Media, Microsoft Word, Negotiation

Education
Dublin Institute of Technology   2011 — 2014
Bachelor of Science (BSc) Honors, Economics & Finance

Langley High School   2004 — 2008
Advanced Diploma, High School/Secondary Diplomas and Certificates

Erin Havard Erin Havard Greater New York City Area Details
Erin Havard's CAPITOL FINANCIAL PARTNERS Experience June 2014 - August 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Capitol Financial Partners   June 2014 - August 2014

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Customer Service, Access, Finance, Financial Analysis, Insurance, Strategic Financial..., Facebook, Management, Public Speaking, Social Media, Time Management

Education
Hofstra University   2011 — 2015
Finance, Finance, General

W.T Woodson Highschool   2008 — 2011

Caroline Bourque Caroline Bourque Washington, District Of Columbia Details
Caroline Bourque's CAPITOL FINANCIAL PARTNERS Experience 2015 - 2015
Job Vice Chair of the Finance Committee at The George Washington University Student Association
Industry
Experience
The George Washington University Student Association  March 2014 - May 2015
Capitol Financial Partners   2015 - 2015
SwitchPitch   January 2014 - July 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Leadership, Photoshop, InDesign, Finance, Managerial Finance, Organization Skills, Public Relations

Education
The George Washington University   2013 — 2017
International Relations and Affairs with concentration in Entrepreneurship

Gordon M. Kimpel, CLU, ChFC, CLTC, CFBS Gordon M. Kimpel, CLU, ChFC, CLTC, CFBS Washington D.C. Metro Area Details
Gordon M. Kimpel, CLU, ChFC, CLTC, CFBS's CAPITOL FINANCIAL PARTNERS Experience 1985 - Present
Job Financial Advisor with Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   1985 - Present

Education
Ohio University
Bus. Admin., Business, Marketing

Jason Meil Jason Meil Leesburg, Virginia Details
Jason Meil's CAPITOL FINANCIAL PARTNERS Experience March 2003 - July 2006
Job Investment Officer | Loudoun County Government
Industry Government Administration
Experience
Loudoun County Government  May 2015 - Present
MCCP: Medical Care for Children Partnership   June 2014 - Present
Janney Montgomery Scott LLC  November 2013 - May 2015
Morgan Stanley  April 2011 - November 2013
Shepard and Vrbanac Securities   July 2006 - March 2011
Capitol Financial Partners   March 2003 - July 2006

Skills
Alternative Investments, Derivatives, Fixed Income, Investments, Portfolio Management, Wealth Management, Risk Management, Asset Management, Trading, Finance, ETFs, Structured Products, Series 7, Mutual Funds, Asset Allocation, Equities, Series 66, Series 31, Series 28, Series 24, Series 4, Securities, Valuation, Banking, Corporate Finance, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2012 — 2013
Investment Managment Analyst Program Aresty Institute of Executive Education, Certified Investment Managment Analyst Program

University of Maryland College Park   1999 — 2003
Economics, Finance, Mathematics

New York Institute of Finance
Professional Certificate, Derivatives and Risk Managment

Winston Churchill HS

Colin W Kimpel, CFP® Colin W Kimpel, CFP® Washington D.C. Metro Area Details
Colin W Kimpel, CFP®'s CAPITOL FINANCIAL PARTNERS Experience January 2004 - Present
Job
Industry Financial Services
Experience
Capitol Financial Partners   January 2004 - Present
CTI Telecom, Inc   June 2001 - January 2004
America Online  May 1999 - September 1999

Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Life Insurance, Investment Advisory, Disability Insurance, Long Term Care Insurance, Series 7, Small Business, Employee Benefits, Wealth Management, Series 63, Series 65, Sales, Certified Financial..., Non-Qualified Deferred...

Education
University of Massachusetts, Amherst   1997 — 2001
B.A.

Langley High School   1994 — 1997

Daniel Upshaw Daniel Upshaw Washington D.C. Metro Area Details
Daniel Upshaw's CAPITOL FINANCIAL PARTNERS Experience June 2013 - December 2013
Job Capitol Financial Partners
Industry Marketing and Advertising
Experience
Capitol Financial Partners   June 2013 - December 2013
Kettler, Inc.   November 2011 - April 2012
Northstar at Tahoe  January 2011 - March 2011
Ace Hardware  June 2008 - September 2008

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Dreamweaver, Microsoft Exchange, Customer Service, Social Media

Education
Brandman University, Part of the Chapman University System   2015 — 2016
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Northern Virginia Community College   2010 — 2014
Business, Management, Marketing, and Related Support Services

Saint Mary's College of California   2009 — 2010
Business Administration and Management, General

The Potomac School   1996 — 2009
High School Diploma

Tereza Maik Tereza Maik Washington D.C. Metro Area Details
Tereza Maik's CAPITOL FINANCIAL PARTNERS Experience 2014 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   2014 - Present
MyEyeDr.  April 2010 - July 2014
Diesel  February 2011 - June 2012

Skills
Equities, Marketing, Disability Insurance, acuity logic, HTML, Retail, Asset Allocation, Customer Service, Investments, Management, Financial Services, Insurance, Event Management, Sales, Microsoft Excel, Strategic Planning, Nonprofits, Facebook, Event Planning, Communication, Social Media Marketing, Retirement Planning

Education
George Mason University   2011 — 2015
Finance

Bruce Ondek Bruce Ondek Vienna, Virginia Details
Bruce Ondek's CAPITOL FINANCIAL PARTNERS Experience January 2015 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   January 2015 - Present
SEM for SMB's   July 2006 - Present
Yellow Book USA  May 1995 - December 2010
Yellow Book  October 1998 - October 1999
Yellow Book USA  1998 - 1998

Skills
Financial Analysis, Business Planning, Business Continuity..., Retirement, Insurance, Trust Services, Strategic Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Strategic Partnerships, Risk Management, Major Accounts, Salesforce.com, Email Marketing, Online Marketing, Sales, Social Media Marketing, Google Adwords, SEM, Advertising, SEO, Advertising Sales, Direct Sales, Lead Generation, Sales Presentations, New Business Development, B2B, Selling, Start-ups, Social Media, Mobile Marketing, Sales Management, B2B Marketing, Business Development, Solution Selling, PPC, Customer Retention, Management, Leadership, New Media, Team Leadership, Forecasting, Sales Process, Local Search, Customer Acquisition, Training, Web Analytics

Education
Robert Morris University   1986 — 1988
BS, Business Administration

Bowling Green State University
Business Administration, Insurance

Peters Township High School

Carlos Figueras Carlos Figueras Sterling, Virginia Details
Carlos Figueras's CAPITOL FINANCIAL PARTNERS Experience 2004 - 2007
Job Salesforce Administrator / Sales & Marketing Operations Professional
Industry Information Technology and Services
Experience
NIH Supply Center   2014 - 2015
IMS- Interamerican Marketing Solutions   2013 - 2014
Kol Bio- Medical  2012 - 2013
Promontory Interfinancial Network  2007 - 2011
Capitol Financial Partners   2004 - 2007
Startec Global Communications  2000 - 2003

Skills
Salesforce.com, Sales Operations, Business Development, CRM, Sales, Account Management, Strategy, New Business Development, Strategic Planning, Analytics, Financial Analysis, Customer Service, Selling, Finance, Data Analysis, Product Launch, Sales Management, Product Marketing, Lead Generation, Marketing Communications, Inside Sales, Strategic Partnerships, Enterprise Software, Sales Process, Medical Devices, Start-ups, Direct Sales, Cold Calling, Marketing, Marketing Strategy, Database Administration, Email Marketing, Solution Selling, Product Management, SaaS, Sales Presentations, Competitive Analysis, Business Strategy, B2B, Analysis, Contract Negotiation, Investments, Capital Equipment, Banking, Business Analysis, Management, Consulting

Education
Georgetown University
BS Languages, Spanish, Business Administration

Jordan Cavanaugh Jordan Cavanaugh Washington D.C. Metro Area Details
Jordan Cavanaugh's CAPITOL FINANCIAL PARTNERS Experience June 2015 - Present
Job Financial Services Professional at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   June 2015 - Present
ettain group  June 2014 - June 2015
Woodland Middle School  January 2015 - May 2015
Cydcor  August 2013 - March 2014
Aramark  July 2012 - July 2013

Skills
Insurance, Finance, Securities, Retirement Planning, Investments, Wealth Management, Sales, Recruiting, Brand Development, Customer Support, Staffing Services, Microsoft Office, Editing

Education
The University of Memphis
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Mississippi
Bachelor of Arts (B.A.), History

Jim Wehr, CLU Jim Wehr, CLU Washington D.C. Metro Area Details
Jim Wehr, CLU's CAPITOL FINANCIAL PARTNERS Experience June 2000 - Present
Job Financial Advisor
Industry Financial Services
Experience
Loudoun Habitat for Humanity   January 2007 - Present
Capitol Financial Partners   June 2000 - Present
John Hancock  1978 - 2000

Skills
Insurance, Life Insurance, Disability Insurance

Education
Georgetown University   1974 — 1978

Pelham Memorial High School   1971 — 1974
Diploma

Kent Ashley Kent Ashley Washington D.C. Metro Area Details
Kent Ashley's CAPITOL FINANCIAL PARTNERS Experience April 2001 - Present
Job
Industry Financial Services
Experience
Capitol Financial Partners   April 2001 - Present

Education
George Mason University   1984 — 1988
Finance, Finance, General

George Mason University - School of Management   1984 — 1988
BS, Finance

WT Woodson   1980 — 1983

James Ritter James Ritter Washington D.C. Metro Area Details
James Ritter's CAPITOL FINANCIAL PARTNERS Experience March 2007 - Present
Job
Industry Financial Services
Experience
Capitol Financial Partners   March 2007 - Present

Education
Bucknell University   2000 — 2004
BS, Electrical Engineering

Philipsburg-Osceola Area High School   1996 — 2000

Thomas Morrow, CFP® Thomas Morrow, CFP® Reston, Virginia Details
Thomas Morrow, CFP®'s CAPITOL FINANCIAL PARTNERS Experience August 2001 - April 2003
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  April 2003 - Present
Capitol Financial Partners   August 2001 - April 2003
Verizon  1999 - 2001
Verizon  1996 - 1999
Bell Atlantic  1993 - 1996

Skills
Securities, Wealth, Series 7, Uniform Combined State..., Series 65, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Asset Allocation, Series 24, FINRA, Retirement Planning, Mergers

Education
The Johns Hopkins University   1990 — 1991
Masters Degree, Business

University of Baltimore   1982 — 1986
Bachelor of Science, Computer Information Science and Business

Robert W. Brown, JD* Robert W. Brown, JD* Washington D.C. Metro Area Details
Robert W. Brown, JD*'s CAPITOL FINANCIAL PARTNERS Experience August 2013 - Present
Job Financial Strategies at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   August 2013 - Present
Tower Legal Solutions  May 2012 - July 2013
Digital Reef, Inc.   January 2012 - February 2012
Pat Taylor & Associates  September 2011 - January 2012
Robert Half Legal eDiscovery Services   October 2009 - August 2011
Covington & Burling LLP  May 2008 - December 2008
Sidley Austin LLP (through Hudson Global)   April 2004 - May 2008
Law Office of William Claiborne   March 2002 - April 2003
Koonz, McKenney, Johnson, DePaolis & Lightfoot   October 2001 - December 2001

Skills
Bankruptcy, Legal Research, Litigation, eDiscovery, Managed Review, Litigation Support, Project Management, Document Review, Recruiting, Legal Assistance, Licensing, Trials, Courts, Strategic Partnerships, Employment Law, Legal Writing, Commercial Litigation, Patents, Analysis, Legal Compliance, Personal Injury, Mediation, Contract Negotiation, Civil Litigation, Patent Litigation, Human Resources, FCPA, Business Development, Corporate Governance, Management, Leadership, Temporary Placement, Class Actions, International Law, Mergers & Acquisitions, Joint Ventures, Lexis, Legal Advice, Westlaw

Education
University of Iowa College of Law   1997 — 1999
JD, Law

Michigan State University   1990 — 1995
B.A., Political Science Prelaw

Brian O'Sullivan Brian O'Sullivan Washington D.C. Metro Area Details
Brian O'Sullivan's CAPITOL FINANCIAL PARTNERS Experience April 2014 - Present
Job Financial Services Professional
Industry Marketing and Advertising
Experience
Capitol Financial Partners   April 2014 - Present
SuperMedia  2011 - 2014
AT&T Advertising Solutions  2009 - 2011
Premier Products  September 2006 - September 2008
HEW Federal Credit Union  April 2004 - June 2006
Aircraft Owners and Pilots Association (AOPA)   February 2000 - March 2002
FileTek  May 1998 - January 2000
Phillips Publishing  1994 - 1998
Bell Atlantic  1983 - 1994

Skills
Strategy, Email Marketing, Lead Generation, Marketing, Leadership, Business Development, Start-ups, Market Research, Competitive Analysis, Business Planning, Program Management, Direct Mail, Change Management, P&L Management, Operations Management, Negotiation, Creative Direction, Customer Satisfaction, Marketing Strategy, Integrated Marketing

Education
University of Maryland College Park   1977 — 1983
MBA, Marketing, Finance, Logistics

New Jersey Institute of Technology   1975 — 1977
Studied Architecture, Completed two years of coursework before transferring to the University of Maryland

Delta Upsilon

Franklin High School

Lucy Chmielewski Lucy Chmielewski Washington D.C. Metro Area Details
Lucy Chmielewski's CAPITOL FINANCIAL PARTNERS Experience April 2014 - Present
Job Financial Services Representative at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   April 2014 - Present
Northwestern Mutual Financial Networks   March 1983 - March 2014

Skills
Public Speaking, Insurance, Government, Training, Leadership, Policy, Strategic Planning, Marketing, Recruiting, Management, Customer Service, Long-term Care, Small Business, Fixed Annuities, Team Building, Life Insurance, Retirement Planning, Program Management, Policy Analysis, Retirement, Employee Benefits, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Mutual Funds, Term Life Insurance, Fundraising, Universal Life, Analysis, Health Insurance, Portfolio Management, Investments, Risk Management, Finance, Financial Services

Education
American University   1975 — 1976
MEd, College Admnistration

St. Mary's High School   1961 — 1964
Diploma

Suffolk University
B. A., Sociology

Marguerite Ashbaugh Marguerite Ashbaugh Washington D.C. Metro Area Details
Marguerite Ashbaugh's CAPITOL FINANCIAL PARTNERS Experience May 2006 - September 2010
Job
Industry Real Estate
Experience
AvalonBay Communities  October 2014 - Present
The Green Daisy   January 2013 - Present
AvalonBay Communities  December 2013 - October 2014
AvalonBay Communities  May 2013 - December 2013
The Nest Egg   September 2010 - May 2013
lia sophia  July 2009 - March 2013
Drew Consulting   June 2010 - February 2011
Capitol Financial Partners   May 2006 - September 2010
Crate & Barrel  June 2005 - May 2006

Skills
Event Planning, Social Media, Social Media Marketing, Sales, Retail, Marketing, Fashion, Social Networking, Facebook, Marketing Strategy, Public Relations, Advertising, Event Management, Email Marketing

Education
Elon University - Martha and Spencer Love School of Business   2001 — 2005
Business

Anne Marie Albertine Anne Marie Albertine Washington D.C. Metro Area Details
Anne Marie Albertine's CAPITOL FINANCIAL PARTNERS Experience August 1996 - Present
Job Insurance and Investment Advisor Representative at Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   August 1996 - Present

Education
American University
MBA, Marketing

Misericordia University
BS, Retailing and Marketing

Denise Parks Denise Parks Washington D.C. Metro Area Details
Denise Parks's CAPITOL FINANCIAL PARTNERS Experience 2011 - Present
Job Financial Services Professional at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group  October 2011 - Present
Capitol Financial Partners   2011 - Present
US Navy  1989 - 1993

Education
ECPI College of Technology   2010 — 2012
Business IT Management, Business Management

Saint John's University

Julia Schesnovich Julia Schesnovich Washington D.C. Metro Area Details
Julia Schesnovich's CAPITOL FINANCIAL PARTNERS Experience March 2014 - Present
Job Financial Services Professional, Capitol Financial Partners
Industry Financial Services
Experience
Capitol Financial Partners   March 2014 - Present
American Express  April 2004 - September 2008
American Express  2002 - 2004

Skills
Retirement, Insurance, Long Term Care Insurance, Disability Insurance, Business Strategy, Employee Benefits

Education
California State University-Hayward - School of Business and Economics   1999 — 2001
MBA, International Economics

Moscow State Linguistic University   1989 — 1994
MA, Cultures and Civilizations

Johnny Coleman Johnny Coleman Missoula, Montana Area Details
Johnny Coleman's CAPITOL FINANCIAL PARTNERS Experience October 2011 - March 2012
Job
Industry Sports
Experience
Missoula Osprey   June 2015 - Present
Minnesota Fury AAU   March 2014 - March 2015
Longwood University  October 2012 - April 2013
Boys & Girls Clubs of San Francisco  May 2012 - July 2012
Capitol Financial Partners   October 2011 - March 2012
Hagerstown Suns Baseball Club, LLC  January 2011 - May 2011
George Mason University  June 2010 - January 2011
George Mason University  August 2007 - May 2010

Skills
Sports Marketing, Event Planning, Athletics, Customer Service, Event Management, Baseball, Social Media, Ticket Sales, Research, Microsoft Office, Database Administration, IT Operations, Intercollegiate..., NCAA Compliance, Coaching, Click Effects, Recreation Planning, Management

Education
George Mason University   2006 — 2010
Bachelor of Science: Health Fitness & Recreation Resources, Sport Management

Lawrence Violette Lawrence Violette Mclean, Virginia Details
Lawrence Violette's CAPITOL FINANCIAL PARTNERS Experience April 2013 - January 2014
Job Sales Agency
Industry Insurance
Experience
Aflac  June 2015 - Present
Joseph A Bank  January 2015 - Present
Home Depot  March 2014 - January 2015
Capitol Financial Partners   April 2013 - January 2014
New York Life Insurance Company  September 2008 - March 2013
NYLife Securities  September 2008 - March 2013
Ameriprise Financial Advisors  February 2007 - July 2008
Catholic Diocese of Arlington  May 1993 - April 2008

Skills
Retirement, Fixed Annuities, Strategic Financial..., Disability Insurance, Investments, Life Insurance, Financial Planners, Long Term Care Insurance, Portfolio Management, Financial Services, Securities, Whole Life, Finance, Employee Benefits, High Net Worth..., Retirement Planning, Estate Planning, IRAs, Long-term Care, Insurance

Education
Saint Charles Borromeo Seminary   1989 — 1993
M.A., M.Div., B.A., Theology and Philosophy

George Mason University   1985 — 1987
Business and Philosophy