CAPITOL FINANCIAL PARTNERS
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CAPITOL FINANCIAL PARTNERS Employees
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
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
CAPITOL FINANCIAL PARTNERS January 2013 - Present
Education
University of Miami 1971 — 1975
Bachelor of Business Administration (BBA)
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
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
Capitol Financial Partners January 2011 - Present
Education
James Madison University
B.S Business Management
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
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
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
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
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
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
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
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
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
Capitol Financial Partners June 2005 - Present
Education
The Johns Hopkins University 2003 — 2004
MM, Music
Rice University 1999 — 2003
BM, Music
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
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
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
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
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
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
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
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
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
Capitol Financial Partners 1984 - Present
ABSI 1993 - Present
Education
American University - Kogod School of Business 1980 — 1984
BA, Finance, Economics
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
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
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
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
Capitol Financial Partners 1985 - Present
Education
Ohio University
Bus. Admin., Business, Marketing
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
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
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
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
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
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
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
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
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
Capitol Financial Partners March 2007 - Present
Education
Bucknell University 2000 — 2004
BS, Electrical Engineering
Philipsburg-Osceola Area High School 1996 — 2000
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
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
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
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
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
Capitol Financial Partners August 1996 - Present
Education
American University
MBA, Marketing
Misericordia University
BS, Retailing and Marketing
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
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
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
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