Capitol Wealth Strategies
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Capitol Wealth Strategies Employees
Accruent May 2014 - Present
Accruent July 2013 - May 2014
Accruent February 2013 - June 2013
Capitol Wealth Strategies September 2012 - January 2013
North Carolina’s Eastern Region March 2012 - June 2012
Internal Revenue Service January 2011 - March 2011
Skills
Insurance, Microsoft Office, Microsoft Excel, Public Speaking, Financial Analysis, Salesforce.com, Sales Management, CRM, Sales, Business Development, Research, Leadership, Marketing Strategy, Account Management, Management
Education
East Carolina University 2012 — 2012
Master of Business Administration (M.B.A.), Business Administration, 4.0
University of North Carolina at Asheville 2008 — 2011
Bachelor of Arts, Economics; Monetary Finance
Wyman June 2012 - Present
Donsion Film Fund China June 2014 - Present
Gramarye, Inc. December 2013 - Present
Fueld Films February 2013 - Present
WyFi, LLC January 2014 - Present
Josef Pierre March 2012 - Present
Capitol Wealth Strategies October 2012 - October 2014
Gravityman Pictures December 2011 - January 2013
Dell May 2010 - May 2012
Houston Astros January 2010 - May 2010
Skills
Account Management, New Business Development, Sales Management, Project Management, Sales, Film Production, Film Editing, Directing, Screenwriting, Strategic Planning, Network Engineering, Film Finance, Asset Protection, Independent Film, Entrepreneurship, Film, Digital Media, Social Networking, Acting, Video
Education
Texas A&M University
Bachelor of Science, Business
Capitol Wealth Strategies June 2015 - Present
Office Depot October 2014 - March 2015
Schroeder Law Offices, PC July 2013 - August 2013
College Works Painting May 2013 - July 2013
Skills
Friendly Personality, Business Understanding, Bilingual
Education
Texas Tech University 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Cairo American College 2009 — 2011
Horizon Advisors, LLC January 2014 - Present
Capitol Wealth Strategies March 2013 - December 2013
ICMC August 2006 - November 2012
Skills
Retirement Planning, Estate Planning, Insurance and Risk..., Asset Management, Employee Benefits, Wealth Management, College Education..., Asset Allocation, Strategic Financial..., Investments, Retirement, High Net Worth..., Financial Planners, Wealth Management..., Investment Strategies, Investment Advisory, Finance, Investment Management, Financial Advisory, Insurance, Financial Planning, Financial Analysis
Education
Texas Tech University 2003 — 2006
Bachelor of Science (B.S.), Personal Financial Planning
Capitol Wealth Strategies December 2012 - Present
Veritat Advisors July 2012 - August 2012
Data Recognition Corporation-Austin March 2012 - April 2012
Austin-area Mortgage Brokers May 1998 - August 2005
Cedar Creek Financial Group February 1997 - July 1997
Parsons (Engineering-Science) June 1994 - May 1996
Investor's Diversified Services (IDS) (now AmeriPrise) October 1991 - August 1992
Laredo ISD; McAllen ISD August 1989 - May 1991
Joe DuBose, Consultant July 1979 - August 1989
Skills
Mortgage Lending, Loan Origination, Asset Managment, Personal Finance, Financial Services, Securities, Residential Mortgages, Equities, Investment Advisory, Financial Planners, Refinance, Relationship Management, FHA, Asset Allocation, Credit Analysis
Education
The University of Texas at Austin 1977 — 1979
B.A., Geological Sciences, Geography
Oklahoma State University 1993 — 1993
Graduate Studies, Environmental Science
Capitol Wealth Strategies April 2015 - Present
PetroCloud - Oilfield Automation Made Simple April 2014 - January 2015
J.P. Morgan June 2013 - April 2014
Charles Schwab June 2012 - June 2013
Texas State University Department of Accounting January 2012 - June 2012
HEB August 2010 - June 2012
HEB August 2007 - July 2010
Skills
Customer Service, Leadership, Public Relations, Sales, Accounting, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
abas-USA 2014 - Present
Capitol Wealth Strategies August 2013 - July 2014
Huston-Tillotson University October 2012 - 2013
Texas State Auditor's Office January 2009 - January 2010
Texas Commission on Environmental Quality May 2008 - August 2008
Skills
Financial Analysis, Analysis, Auditing, Microsoft Excel, Financial Statement..., Leadership, Business Development, Team Building, PowerPoint, SQL, SAP, Profit and Loss Analysis, SPSS, Cognos
Education
Clark Atlanta University 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Huston-Tillotson University 2006 — 2010
Bachelor's Degree, Accounting
Xplore Technologies July 2015 - Present
Zuver Events October 2013 - Present
Sales Engine International March 2015 - June 2015
Capitol Wealth Strategies March 2012 - March 2015
KeyStaff March 2010 - February 2012
NorthGate Care Center June 2009 - February 2010
Synergy Dental Group 2007 - 2009
Cal State Central Credit Union January 2007 - September 2007
William Paynter, Attorney at Law January 2005 - January 2007
Skills
Account Management, Microsoft Office, PowerPoint, Excel, Word, Recruiting, Accounts Receivable, Accounts Payable, Account Reconciliation, Client Representation, Microsoft Word, Microsoft Excel, Business Planning, Training, Sales, Management, Time Management, Event Planning, Applicant Tracking..., Technical Recruiting, Human Resources, Social Media, Social Networking, Insurance, Onboarding, Marketing
Education
College of Marin 2009 — 2010
Activities Director Certificate Program
Santa Rosa Junior College 2006 — 2009
Sonoma Valley High School 2003 — 2006
Capitol Wealth Strategies March 2011 - Present
Capitol Wealth Strategies March 2011 - March 2012
AXA Advisors December 2007 - March 2011
Southern Methodist University June 2002 - August 2005
Skills
Conflict Resolution, Recruiting, New Hire Orientations, Mediation, Project Management, Project Coordination, Onboarding, Microsoft Office, Data Entry, Hiring, Training, Staff Development, Employee Relations, Employee Training, Life Insurance, Recruitment Training, HR Policies, Staff Retention, Interviews, Event Planning, Disability Insurance, Risk Assessment, Compliance Management, Policies & Procedures, Analysis, Underwriting, Project Planning
Education
St. Edward's University 2009 — 2012
Master of Arts (M.A.), Human Services, General
Southern Methodist University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
St. Edward's University
Mediation Certificate
Texas Department of Insurance
Life, Accident and Health Insurance License
Capitol Wealth Strategies August 2015 - Present
PepsiCo January 2015 - August 2015
College Works Painting May 2013 - August 2013
The Trails of Frisco Golf Course May 2012 - August 2012
Dallas Stars August 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Microsoft Word, Teamwork, English, Public Speaking, Customer Service, Social Media, Leadership, Java, Team Leadership, Data Analysis, Financial Analysis, Project Management, Business Strategy, HTML, SQL, Management Consulting
Education
Texas Tech University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Managment, Senior
Capitol Wealth Strategies March 2014 - Present
Texas Army National Guard September 2006 - Present
Kevin Wood Landscapes October 2013 - April 2014
New York Life Insurance Company May 2013 - August 2013
Platinum Pools November 2012 - May 2013
Saint-Gobain NorPro July 2010 - November 2010
Renewed Creation February 2010 - May 2010
Texas A&M University 2005 - 2010
Texas A&M University May 2009 - August 2009
Skills
Leadership, AutoCAD, SketchUp, Microsoft Office, Military, Project Planning, Project Management, Adobe Creative Suite, Landscape Design, Team Leadership, Army, Analysis, Landscape Architecture, Microsoft Excel, Command, Military Experience, Operational Planning, Security, Military Operations, Security Clearance, Force Protection, Construction Management, CAD, Photoshop, Design Programming, Computer Hardware..., Life Insurance, Strategic Financial..., Web Design, Digital Painting, Painting, Sketching
Education
Texas A&M University 2005 — 2010
Bachelor of Landscape Architecture, landscape architecture, environmental design urban planning, military sciences
US Army IBOLC
Medicus Insurance Company February 2012 - Present
Capitol Wealth Strategies February 2011 - February 2012
IPS Advisors November 2009 - February 2011
National Financial Partners July 2006 - October 2009
Skills
Medical Malpractice..., Professional Liability..., Medical Malpractice, Professional Liability, Property & Casualty..., Marketing, Mergers & Acquisitions, Commercial Insurance, Retirement, Insurance, Estate Planning, Sales, Disability Insurance, Accident, Strategic Planning, Liability, Underwriting, Risk Management, Negotiation, New Business Development
Education
Maastricht University 2001 — 2001
International Marketing, International Business - Summer Semester
Xavier University - Williams College of Business 1997 — 2001
B.S., Marketing
Loyola Academy 1994 — 1997
Capitol Wealth Strategies January 2015 - Present
Texas Tech University May 2013 - December 2014
YWCA of Lubbock September 2012 - February 2014
Skills
Social Media, Event Planning, Research, Higher Education, Facebook, Public Speaking, Microsoft Office, Data Analysis, Public Relations, PowerPoint, Social Media Marketing, Event Management, Editing, Social Networking, SPSS
Education
Texas Tech University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management
Capitol Wealth Strategies September 2012 - March 2014
Tata Technologies May 2008 - May 2010
Medsynaptic Pvt. Ltd April 2008 - May 2008
Essar April 2007 - May 2007
Skills
Employment Law, Employee Relations, Orientation and..., FMLA/ADA/EEO/WC, Organizational..., Para-legal Knowhow, Training & Development, Interpersonal..., Employee Training, New Hire Orientations, Onboarding, Personnel Management, Vendor Management
Education
MIT School Of Business 2006 — 2008
M.B.A., Human Resources
Nagpur University 2002 — 2005
B.Sc., Life Sciences (Chemistry, Botany, Zoology)
Professional Development Course in HRM at University of Texas
Capitol Wealth Strategies August 2015 - Present
OneDaFul Life 2009 - Present
Foresters March 2013 - Present
UnitedHealthcare April 2013 - Present
Reliable Life Insurance October 2011 - April 2012
Public Allies Chicago 2009 - June 2010
Donoghue Charter School 2005 - 2010
Chicago Public Schools 1996 - 2010
YTB 2005 - 2006
Skills
Non-profits, Fundraising, Event Planning, Public Speaking, Event Management, Community Outreach, Grant Writing, Leadership, Social Networking, Social Media, Volunteer Management, Teaching, Microsoft Office, Team Building, Social Media Marketing, Staff Development, Customer Service, Program Development, Strategic Planning, Public Relations, Training, Nonprofits, Insurance, Sales
Education
Columbia College Chicago 2000 — 2003
Bachelor of Arts (BA), Management
Curie HS 1994 — 1998
HS Diploma
Capitol Wealth Strategies August 2010 - Present
RGBalling LLC May 2007 - June 2010
Brand FX Body Company July 2005 - April 2007
Skills
B2B Senior Sales, Regional Sales..., Territory Sales...
Education
CSU Chico 1976 — 1980
BA, Sales & Marketing