Capstone Financial
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Capstone Financial Employees
NoExam.com July 2014 - Present
Capstone Financial February 2011 - July 2014
Skills
Long Term Care Insurance, Retirement, Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Finance, Mutual Funds, Employee Benefits, 401k, Financial Services, Whole Life, Series 63, Customer Service
Education
Georgia Southern University 2006 — 2010
BBA, Finance
Northview 2002 — 2006
Capstone Financial August 2014 - Present
The Wellspring Group May 2010 - July 2014
Phi Kappa Psi Fraternity January 2011 - December 2012
Jones Bridge Animal Hospital May 2005 - August 2009
Skills
Management, Compliance, Financial Analysis, Marketing, Insurance, Project Management, Public Speaking, Time Management, Recruiting, Strategy, Finance, Analysis
Education
Auburn University 2009 — 2013
Bachelor's degree, Entrepreneurial and Small Business Operations with Minors in Finance and Marketing
Chattahoochee High School 2006 — 2009
Capstone Financial January 2014 - Present
Skills
Financial Services, Retirement, Finance, Leadership, Customer Service, Marketing, Analysis, Microsoft Excel, Marketing Strategy, Microsoft Office, Project Management
Education
Georgia State University
Bachelor of Science (B.S.), Finance
Georgia State University
Bachelor of Science (B.S.), Business/Managerial Economics
Hilti August 2015 - Present
eCapital Advisors January 2012 - August 2015
Capstone Financial June 2007 - November 2011
The Laser Institute of Pinehurst May 2011 - June 2011
Olivellas July 2007 - November 2009
Oxford University June 2009 - July 2009
Skills
Project Management, Management Consulting, Business Intelligence, Microsoft Excel, Data Analysis, Financial Reporting, Microsoft Office, Research, Business Analysis, Operations Research, Management, Program Management, Customer Satisfaction, Financial Analysis, Cognos, Process Improvement, Linear Programming, Inventory Management, Consulting, Strategy, Leadership, TM1, Integer Programming, SAP, Pricing
Education
Southern Methodist University 2010 — 2011
M.S., Systems Engineering
Southern Methodist University 2006 — 2011
B.S, Management Science Engineering, Minor Mathematics
Eagle Parking 2010 - Present
Capstone Financial June 2013 - September 2013
Skills
Retirement, Financial Services, Employee Benefits, Finance, Access, Financial Analysis, Sales, Account Management, Mutual Funds, Strategic Financial..., Leadership
Education
Kennesaw State University 2009 — 2014
Bachelor's degree, Finance and Financial Management Services, Senior
Jacksonville State University 2007 — 2009
Kennesaw Mountain High School 2003 — 2007
Capstone Financial January 2013 - Present
Lee, Nolan & Koroghlian, LLC. July 2007 - Present
self-employed August 1994 - December 2006
Hanover Direct 1994 - 1994
Avon Products 1987 - 1989
Macy's New York July 1981 - 1987
Education
Tufts University 1977 — 1981
BA, English
Byram Hills High School 1973 — 1977
Halcyon Financial Group September 2012 - Present
MRK Asset Management February 2009 - September 2012
MRK Asset Managment February 2009 - August 2012
Capstone Financial March 2008 - February 2009
Education
Grand Valley State University 2008 — 2009
Certified Financial Planning Program
Western Michigan University - Haworth College of Business 2001 — 2005
BBA, Business Management
Highland Path Financial Group, LLC December 2014 - Present
Capstone Financial January 2010 - December 2014
JLC Southeast, LLC December 2006 - December 2009
Post Properties June 2004 - December 2006
Skills
Strategic Financial..., Retirement Planning, Retirement, Finance, Insurance, Financial Services, Securities, Analysis, Life Insurance, Asset Allocation, Financial Planning, Estate Planning
Education
Oglethorpe University 2006 — 2008
Business Administration, Economics
Georgia Perimeter College 2004 — 2006
Georgia Institute of Technology 1999 — 2004
InterCall August 2014 - Present
STONE Resource Group March 2013 - August 2014
Capstone Financial August 2012 - February 2013
Skills
Professional Services, Sales, Management, IT Solutions, Telecommunications, Talent Management, Account Management, Solution Selling, Business Development, CRM, Direct Sales, Staffing Services, Leadership, Wireless, Marketing, Vendor Management, Sales Process, Team Leadership, SaaS, New Business Development
Education
Michigan State University
MDSi, Inc. March 2015 - Present
www.NoExam.com July 2014 - March 2015
Capstone Financial April 2012 - July 2014
Clear Channel Radio July 2011 - February 2012
Office of Student Media, Georgia Southern University June 2008 - May 2011
Skills
Retirement Planning, Insurance, Sales, Retirement, Disability Insurance, Long Term Care Insurance, Finance, Fixed Annuities, Data Analysis, Microsoft Excel, Microsoft Office, Strategic Financial..., Estate Planning, Leadership, Securities, Public Speaking, Life Insurance, Financial Services, Long-term Care
Education
Georgia Southern University 2009 — 2011
Masters Social Sciences, Sociology
George Walton High School 1999 — 2003
Sociology
Capstone Financial September 2011 - Present
MassMutual Financial Group 1985 - September 2011
Skills
Retirement, Management, Disability Insurance, Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Wealth Management, Strategic Financial...
Education
Randolph-Macon College 1971 — 1975
Bachelor of Science (B.S.), Mathematics
Douglas Freeman High School 1969 — 1971
Capstone Financial April 2014 - Present
Collabera September 2013 - March 2014
Avanade February 2013 - June 2013
Prosource IT May 2011 - December 2012
Snelling Staffing Services July 2010 - June 2011
Computer Merchant May 2009 - July 2010
Perot Systems URS Washington Division October 2007 - May 2009
ADIL Systems\ Harris County Sheriff's Department June 2007 - October 2007
Motorola Inc July 2006 - May 2007
Baker \ Botts LLP April 2006 - July 2006
Skills
Active Directory, Windows Server, Servers, Windows 7, Networking, VPN, Network Administration, Troubleshooting, Software Installation, Operating Systems, System Administration, System Deployment, Computer Hardware, Printers, Cisco Technologies, Laptops, Information Technology, Software Documentation, VoIP, Wireless Networking, Hardware Installation, Network Hardware, Hardware Diagnostics, Enterprise Software, Software Quality..., Telecommunications, Windows Services, Blackberry OS, iPhone, iPad, IT Operations, IT Service Management, IT Procurement
Education
University of Houston 1991 — 1993
Assoc, Computer Science LAN Mgmt
Jack Yates High School
HCC for Associates Degree; diploma, Computer Science
Riverwood International Charter School August 2013 - Present
Capstone Financial January 2012 - July 2013
Olde Savannah Square Thunderbolts May 2011 - July 2012
MetLife 2011 - 2012
Auto-Owners Insurance 2010 - 2010
Skills
Insurance, Marketing, Sales, Customer Service, Microsoft Word, Recruiting, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Outlook, Lighting Design, Set Design, Swimming, Coaching, Swim Lessons
Education
Florida Southern College 2007 — 2011
Bachelors of Arts, Theatre
North Gwinnett High School 2003 — 2007
Capstone Financial July 2011 - Present
The Weathington Firm, P.C. May 2007 - August 2011
Buckhead Life Restaurant Group March 2008 - December 2009
Skills
Disability Insurance, Leadership, Retirement, Finance, Access, Customer Service, Microsoft Office, Salesforce.com, Retirement Planning, Portfolio Management, New Business Development, Asset Management, Corporate Finance, Microsoft Excel, Account Management, Business Development, Asset Managment, Marketing, Sales Management, Accounting, Financial Reporting, Management, Investments, Fundraising
Education
Georgia Southern University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
University of Mississippi 2003 — 2006
Business Adminstration, Business
Northview High School
Kenwick Advisors November 2014 - Present
Capstone Financial December 2010 - November 2014
Wilberforce Capital Advisors, LLC August 2009 - December 2010
GE Commercial Finance 2005 - 2009
Wachovia Bank, NA 2002 - 2005
Wachovia Securities, Inc. 1999 - 2002
First Union Capital Markets Corp. 1994 - 1999
First Union Commercial Corporation 1984 - 1994
Education
University of North Carolina at Charlotte - Belk College of Business 1977 — 1981
BA, Business Administration
Notre Dame Academy - Duluth, GA - A Marist and IB World School April 2015 - Present
Boy Scouts of America 2004 - Present
Capstone Financial 2011 - 2014
Marist School 2008 - 2011
Ameriprise Financial 2005 - 2007
American Express 1989 - 2005
Skills
Strategic Planning, Leadership, Leadership Development, Finance, Budgets, Program Management, Strategic Financial..., Fundraising, Cross-functional Team..., Business Planning, Financial Analysis, Nonprofits, Volunteer Management, Non-profits, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Management, Strategy, Financial Planning, Community Outreach, Event Planning, Staff Development
Education
Auburn University 1980 — 1985
BS, Accounting
The Johnson Financial Group, an Agency of OneAmerica March 2015 - Present
WealthMD December 2014 - March 2015
Capstone Financial April 2013 - November 2014
Cirrus Medical Staffing April 2011 - September 2012
Cirrus Medical Staffing October 2010 - March 2011
Cirrus Medical Staffing November 2009 - October 2010
Skills
Healthcare Staffing, Nurses, Hospitals, Healthcare, Marketing Communications, Internal Communications, Technical Writing, Newsletter Production, Document Preparation, Building Relationships, Social Media Marketing, Lead Generation, AIRS trained, New Business Development, Content Writing, Corporate Branding, Nursing Homes, Product Marketing, Applicant Tracking..., Temporary Placement, Account Management, Nursing, Staffing Services, Recruiting, Home Care, Customer Service, Financial Analysis, Financial Services, Data Analysis, Data Entry, Variable Annuities, Office Administration, Temporary Staffing, Marketing, Contract Recruitment, Permanent Placement, Email Marketing
Education
Auburn University 2004 — 2009
Communication, Journalism, Marketing, Mass Media
HOOCH!
Capstone Financial October 2014 - Present
Capstone Financial January 2012 - October 2014
Capstone Financial January 2011 - January 2012
Zirkle and Hoffman, LLP July 2010 - December 2010
Capstone Financial Partners January 2010 - July 2010
Zirkle and Hoffman, LLP May 2009 - December 2009
EDAW, Inc July 2007 - May 2009
Reece, Hoopes, & Fincher May 2005 - July 2007
Niles Bolton Associates May 2004 - August 2004
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, Outlook, Microsoft Word, InDesign, Sustainability, AutoCAD, Photoshop, Marketing, Event Planning, SketchUp, Public Speaking, Submittals, Urban Planning, Illustrator, Social Media, Research, Project Management, Advertising, Social Media Marketing, Sales, Salesforce Training
Education
The University of Georgia 1999 — 2005
Bachelor of Landscape Architecture, Landscape Architecture
The Lovett School 1992 — 1999
Capstone Financial July 2014 - September 2014
The Aspire Group Inc April 2013 - April 2014
Life University October 2011 - February 2013
Student Athlete Advisory Council September 2010 - May 2011
Coaching Health and Mentoring Positive Students January 2009 - January 2011
Exercise Science Practicum June 2009 - August 2009
Banana Republic June 2008 - August 2008
Dr Jama Long Family Dentistry June 2004 - August 2007
Suwanee Stars 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Facebook, Computer Maintenance, Holistic Health, Sports Enthusiast, Sales, Public Speaking, Customer Service, Customer Satisfaction, Community Outreach, Event Planning, Sports, Social Media, Time Management
Education
Life University 2011 — 2012
Chiropractic
Elon University 2007 — 2011
Bachelor's of Science, Exercise Science
The Resource Group September 2015 - Present
Capstone Financial October 2012 - October 2013
Archisha Holdings, Inc June 2009 - January 2013
Elliott Wave International December 1992 - May 2009
Socionomics Institute 2003 - April 2009
Socionomics Foundation 2003 - April 2009
Skills
Financial Analysis, Microsoft Dynamics, Analysis, Project Management, Management, Financial Services, Microsoft Excel, Strategic Planning, Inventory Management, Coaching, Business Development, Finance, Insurance, Microsoft Office, Microsoft Word, Vendor Management, Visual Basic, Customer Service, Public Speaking, Leadership
Education
Gainesville State College 1996 — 1999
Angelia College
Human Resources - SHRM
Business Administration
OnlineChessLessons.NET January 2013 - Present
Capstone Financial September 2013 - March 2014
Smoothie King August 2005 - August 2013
Self-Employed Promotions and Concert Booking January 2008 - June 2012
New Earth Music Hall August 2009 - May 2010
Shimon Presents January 2008 - December 2008
Vector Marketing April 2007 - September 2007
Skills
Social Media Marketing, Event Management, Event Planning, Facebook, Social Networking, Microsoft Office, Sales, B2C marketing, Client Rapport, Maintaining Strong..., Lead Generation, Promotions, Marketing, Food Service Operations, Music Industry, Entrepreneurship, Communication Skills, Leadership, Team Building, Close Attention to..., Customer Satisfaction, Public Relations
Education
University of Georgia - Terry College of Business 2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
North Springs High School 2003 — 2007
High School Diploma, General Studies
Winter Construction July 2014 - Present
Winter Construction January 2013 - July 2014
Capstone Financial July 2012 - November 2012
Skills
Marketing, Social Media, Microsoft Office, Customer Service, Microsoft Excel, Leadership, PowerPoint, Social Media Marketing, Sales, Social Networking, Management, Marketing Strategy, Editing, Facebook, Event Planning, Photoshop, Customer Satisfaction, Product Marketing, Adobe Creative Suite, InDesign, German, OS X, Communication Skills, Illustrator, Marketing Communications, Microsoft Word, Corporate Communications, Time Management, Strategy, Analysis, Research, Writing
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.03
Durango High School 2004 — 2008
High School Diploma
Duluth High School 2005 — 2006
Capstone Financial May 2011 - Present
The Bowra Group May 2010 - September 2010
Skills
Disability Insurance, Insurance, Securities, Retirement, Long Term Care Insurance, Small Business, Financial Services, Finance, Estate Planning, Life Insurance, Long-term Care, Wealth Accumulation, Strategic Financial..., Retirement Planning, Fixed Annuities, Portfolio Management
Education
Georgia Southern University 2007 — 2011
International Trade, International Studies
Mount Allison University 2008 — 2008
Bachelor of Commerce (BCom), Finance
Sirius XM Radio Inc. April 2014 - Present
Capstone Financial March 2013 - March 2015
PGA TOUR 1996 - 2013
Skills
Insurance, Finance, Golf, Sports, Marketing, Employee Benefits, Access, Sales, Business, Time Management, Retirement Planning, Management, Investments, Leadership, Sports Marketing, Sponsorship
Education
Louisiana State University 1992 — 1996
Bachelor of Science (BS), Marketing
ValuTeachers May 2013 - January 2014
Capstone Financial December 2011 - January 2013
VALIC Financial Advisors 1994 - 2011
Inner Harbour Hospital 1987 - 1994
Ridgeview Institute 1985 - 1986
Howard Community Hospital 1978 - 1984
Skills
Employee Benefits, Retirement, Retirement Planning, Series 6, 401k, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Long Term Care Insurance, Retirement Plan..., Qualified Retirement..., Series 24, Series 7, Financial Services, IRAs, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Term Life Insurance, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, Financial Planners, Small Business, Wealth, Financial Planning
Education
Central Michigan University 1990 — 1992
MSA, Administration with concentration in Health Services
Virginia Commonwealth University
MSW, Social Work; Concentration in Casework and Family Therapy
Moravian College
BA, Sociology
Capstone Financial October 2002 - Present
Skills
Securities, Investment Advisory, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Insurance, Employee Benefits, Fundraising, Non-profits, Public Speaking, Strategic Planning, Risk Management, Financial Analysis, Event Planning
Education
University of Georgia - Terry College of Business 2007 — 2008
Executive Program for Financial Planning Certification, Personal Financial Planning
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
BBA, Double Major-Finance and Economics
Capstone Financial March 2014 - Present
Transamerica Agency Network, Inc. October 2012 - December 2013
Education
The University of Akron, School of Law 2004 — 2010
J.D., Law, Tax, Estate Planning
Miami University 1998 — 2002
Bachelor's Degree
Liberty Executive Management Advisors, LLC October 2012 - Present
NAON Foundation February 2011 - Present
Capstone Financial August 2010 - October 2012
Edward Jones December 2007 - August 2010
UPS April 1998 - December 2007
Skills
Leadership, Management Consulting, Life Insurance, Strategic Planning, Human Resources, Fundraising, Transportation, Account Management, Sales, Budgets, Sales Management
Education
Georgia State University
Capstone Financial 2015 - Present
HealthMarkets 2014 - Present
Principal Financial Group September 2013 - 2015
Skills
Mutual Funds, IRA/Roth, 401k, 403b, 501c, Financial Needs Analysis, Estate Planning, Life Insurance, Informal Business..., Tax-Efficient Savings, Health Insurance, Annuity Sales, Group Benefit Plans, Buy/Sell Review, College Funding & 529, Supplemental Medical..., Executive Bonus, Social Security..., Pre/Post Retirement...
Education
The University of Georgia 2005 — 2010
BSA, Animal Science
Wando High School 2001 — 2005
High School
University of Cambridge 2004 — 2004
Biological Science
DIAMOND FINANCIAL SOLUTIONS March 2015 - Present
The Perfect Balance January 2015 - Present
Hangtown Bodyshop July 2012 - Present
Capstone Financial July 2013 - December 2014
Folsom Lake Ford February 2009 - January 2013
Skills
Bookkeeping, Customer Service, Microsoft Word, Sales, Microsoft Office, Multi-line Phone, Accounting
Education
CSU Sacramento 2011 — 2013
Bachelor's degree, Accounting
San Diego State University-California State University 2009 — 2010
Accounting and Finance, 3.8
GV Financial Advisors November 2014 - Present
Capstone Financial August 2012 - November 2014
Fiduciary Trust Company International May 2006 - July 2007
Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Investments, Finance, Fixed Annuities, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Risk Management, Strategic Financial..., Life Insurance, Banking, Financial Risk, Estate Planning, Financial Analysis, Portfolio Management, 401k, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Alternative Investments, Long-term Care, Employee Benefits, Underwriting, Small Business
Education
Boston University 2009 — 2011
Certificate in Financial Planning
Fordham University 2002 — 2006
International Political Economy
Portsmouth Abbey School 1999 — 2002
Woodward Academy 1990 — 1999
Capstone Financial September 2011 - June 2014
MassMutual Financial Group September 2011 - June 2014
Capstone Financial Partners April 2002 - August 2011
American Express Financial Advisors May 1995 - April 2002
Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing
Education
The University of Georgia 1984 — 1989
A.B., History
Brookwood High School 1981 — 1984
South Gwinnett High School 1980 — 1981
Capstone Financial February 2007 - Present
Skills
Strategy, Small Business, Financial Services, Finance, Retirement Planning, Employee Benefits, Retirement, Management, Health Insurance, Series 7, Insurance, Wealth Management, Portfolio Management, Investments, FINRA, Coaching, Underwriting, Customer Service, Wealth, Financial Advisory, Mergers & Acquisitions, Financial Analysis, Retirement Plan..., 401k, Leadership, Marketing Strategy
Education
Drexel University - College of Business and Administration 2001 — 2004
Business, Finance, Business Entrepreneurship
Capstone Financial January 2010 - Present
Titans Sports Academy January 2007 - August 2014
Skills
Retirement, Insurance, Employee Benefits, Financial Services, Retirement Planning, Wealth Management, Baseball, Public Speaking, Customer Service, Coaching, Leadership, Sales, Securities, Finance, Sports, Sports Management, Long Term Care Insurance, Disability Insurance, Social Media, Sports Marketing, Access, Analysis, Small Business, Fixed Annuities, Time Management, Estate Planning, Strategic Financial...
Education
Reinhardt College 2007 — 2010
Georgia State University 2007 — 2008
The University of North Dakota 2005 — 2007
Dancefx Inc August 2014 - Present
American CyberSystems April 2013 - Present
Capstone Financial 2012 - 2013
DoverStaffing, Inc 2010 - 2012
Georgia Force 2010 - 2012
Bank of America 2008 - 2011
Skills
Retirement, Employee Benefits, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Fixed Annuities, Insurance, Wealth Management, Mutual Funds, 401k, Series 63, Long-term Care, Finance, Life Insurance, Securities, Disability Insurance, Financial Services, Estate Planning, Risk Management, Small Business, Accounting, Series 7, Sales, Financial Planners, Series 6, IRAs, Leadership, Portfolio Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Georgia State University - J. Mack Robinson College of Business 2005 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Mount Zion high school 2001 — 2005
Capstone Financial September 2012 - Present
Skills
Outlook, Budgets
Education
Gulf Coast Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
Greater Atlanta Christian School 1994 — 2005
Institutional Investor January 2015 - Present
Euromoney Institutional Investor March 2013 - Present
Capstone Financial January 2009 - March 2013
Capstone Financial April 2008 - January 2009
Education
University of Exeter 2003 — 2006
BA (Hons) Politics
Croesyceiliog School 1996 — 2003
Fifth Third Bank October 2014 - Present
Capstone Financial January 2014 - July 2014
Raffine Galerie February 2011 - November 2013
Schumacher Automotive Inc. March 2010 - January 2011
Countryside automall July 2009 - February 2010
Skills
Financial Accounting, Finance, Management Accounting, Financial Analysis, Financial Reporting, Financial Advisory, Financial Services, Insurance, Disability Insurance, Retirement, Long Term Care Insurance, Access, Sales, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Planning, Management, Microsoft Word
Education
Georgia Southern University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Georgia Southern University - College of Business Administration 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
University of Tennessee-Knoxville
Capstone Financial April 2007 - Present
Ameriprise Financial Services, Inc. December 2005 - April 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Fixed Annuities, Retirement, Investment Advisory, Securities, Employee Benefits, Financial Advisory, Insurance, Life Insurance, Financial Services, 401k, Finance, Financial Planners, Series 7, Strategic Financial..., Mutual Funds, Series 63, Investments, Financial Planning
Education
University of Georgia - Terry College of Business
WealthMD January 2014 - Present
Capstone Financial March 2010 - Present
McKesson Employees' Federal Credit Union November 2011 - May 2014
Edward Jones 2009 - 2010
Skills
Insurance, Finance, Employee Benefits, Business, Sales, Marketing, Business Development, Public Speaking, Strategic Planning, New Business Development, Customer Service, Team Leadership, Risk Management, Microsoft Excel, PowerPoint, Budgets, Account Management, Microsoft Office, Social Media
Education
Mercer University 2000 — 2004
Bachelor's degree, Communication / Business
American Intercontinental University, London, United Kingdom 2002 — 2003
Communication, Business
Capstone Financial November 2002 - Present
Skills
Employee Benefits, Disability Insurance, Trust Services, Long Term Care, Retirement, Underwriting, Long-term Care, Small Business
Education
Georgia Southern University 1996 — 2001
Bachelor of Business Administration (BBA), College of Business Administration
Capstone Financial November 2001 - Present
Skills
Strategic Financial..., Insurance, Employee Benefits, Fixed Annuities, Retirement, Series 7, Life Insurance, Disability Insurance, Investments, Budgets, Retirement Planning, Strategic Planning, Estate Planning, Mutual Funds, Long-term Care, 401k, Securities, Finance
Education
California State University-Sacramento 1984 — 1987
Bachelor of Arts (B.A.), Environmental Studies
Capstone Financial December 2001 - Present
Chiat/Day 1992 - 1992
Education
Michigan State University 1988 — 1992
American Financial Management, Inc. PartnerThe Chaet Firm LLCSeptember 2012 - July 2015
Capstone Financial January 2008 - December 2010
Resurgence Financial, LLC 2003 - 2008
Skills
Mergers & Acquisitions, Portfolio Management, Strategic Planning, Litigation, Risk Management, Contract Negotiation, Financial Services, Marketing, Sales Management, Customer Service, Negotiation, Bankruptcy, Financial Analysis, Executive Management, Microsoft Office, Commercial Litigation, Team Building, Business Planning, Business Development, Credit, Leadership, Mergers, New Business Development, Business Strategy, Management
Education
The John Marshall Law School 1989 — 1991
Doctor of Law (JD)
Indiana University Bloomington 1983 — 1987
Bachelor of Science (BS), Political Science and Government
Capstone Financial September 2008 - Present
Skills
Investments, Financial Services, Finance, Insurance, Recruiting, Retirement Planning, Sales, Wealth Management, Strategic Financial..., Securities, Mutual Funds, Retirement, Financial Planning, Series 7, Investment Advisory, Leadership, Life Insurance, Series 63, Marketing, Customer Service
Education
The University of Georgia 1991 — 1995
History
ARCOP, Inc. (Arby's Supply Chain Cooperative) June 2014 - Present
Capstone Financial March 2012 - May 2014
Capstone Financial January 2011 - March 2012
Pendergast & Jones, P.C. August 2009 - January 2011
Education
University of Georgia - Terry College of Business 2004 — 2008
B.B.A, Finance
SunTrust Bank June 2014 - Present
SunTrust Bank July 2013 - June 2014
Capstone Financial June 2012 - July 2013
New York Life July 2008 - May 2012
CVS Pharmacy January 2005 - December 2007
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, IRAs, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Investments, Small Business, Long Term Care Insurance, Mutual Funds, Financial Services
Education
Wingate University 1999 — 2004
Bachelors, Economics/Finance
The American College
LUTCF
Wealth Management January 2013 - Present
Capstone Financial January 2012 - December 2012
Baylor University August 2008 - December 2011
Wealth Managment June 2011 - August 2011
Skills
Microsoft Word
Education
Baylor University - Hankamer School of Business 2008 — 2011
BBA of Finance, Finance
Round Rock High School 2004 — 2008
Coca-Cola Refreshments May 2013 - Present
Capstone Financial July 2012 - April 2013
Skills
Risk Management, Microsoft Excel, Insurance, Fundraising, Long-term Care
Education
Spelman College 2001 — 2005
Bachelor of Arts (B.A.)
Hixson High School 1997 — 2001
College Prep
Clark Atlanta University
Morehouse College
Morehouse School of Medicine
AutoTrader.com July 2015 - Present
Fifth Third Bank September 2014 - July 2015
Fifth Third Bank June 2014 - September 2014
Capstone Financial 2013 - January 2014
Hagin & Olliff Oil Co. July 2010 - December 2012
Skills
Strategic Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Financial Risk, Financial Advisory, Financial Accounting, Financial Analysis, Asset Allocation, Financial Services, Financial Statements, Estate Planning, College Education..., Long Term Care Insurance, Finance, Insurance, Access, Wealth Management, Investments
Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services