Capstone Financial Advisors

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Capstone Financial Advisors Employees

Employee
Years
Job
Industry
Amber Salzman Amber Salzman Greater Chicago Area Details
Amber Salzman's Capstone Financial Advisors Experience October 2012 - Present
Job Senior Client Service Representative at Capstone Financial Advisors
Industry Financial Services
Experience
Capstone Financial Advisors   October 2012 - Present
Northwestern Mutual  April 2011 - May 2012
Woodglen Nursing Home and Rehabilitation Center   June 2009 - April 2011

Skills
Insurance, Customer Service, Series 63, Investments, Microsoft Excel, Retirement Planning, Mutual Funds, PowerPoint, Fixed Annuities, Disability Insurance, Microsoft Office, Life Insurance

Education
Northern Illinois University   2005 — 2009
BA, History

Salvatore Piccolo Salvatore Piccolo Oak Brook, Illinois Details
Salvatore Piccolo's Capstone Financial Advisors Experience July 2006 - October 2007
Job Director, Global System Finance at McDonald's Corporation
Industry Restaurants
Experience
McDonald's Corporation  December 2014 - Present
McDonald's Corporation  July 2013 - December 2014
McDonald's Corporation  November 2010 - July 2013
McDonald's Corporation  October 2007 - October 2010
Capstone Financial Advisors   July 2006 - October 2007
McDonald's Corporation  November 2005 - July 2006

Skills
Business, Economics, Financial Risk, Teamwork, Asset Management, Derivatives, Treasury, Commodity Risk..., FX Hedging, FX Options, Hedge Accounting, Financial Modeling, Financial Analysis, Bloomberg, Strategic Financial..., Financial Planning, Corporate Finance, Customer Service, Microsoft Excel, Strategy, Banking, Forecasting, Risk Management

Education
Kellogg School of Management   2011 — 2013
Master of Business Administration (MBA), Finance, Management & Strategy, Accounting

Benedictine University   2002 — 2006
Bachelor of Business Administration (BBA), Finance

Sean Cahill Sean Cahill Chicago, Illinois Details
Sean Cahill's Capstone Financial Advisors Experience May 2012 - December 2013
Job Associate at Clune & Associates
Industry Financial Services
Experience
Clune and Associates   December 2013 - Present
Capstone Financial Advisors   May 2012 - December 2013
University of Kansas  August 2011 - May 2012
Wells Street Companies  June 2011 - August 2011
Walter J Newton & Company   May 2010 - January 2011
Sigma Chi Fraternity  August 2010 - December 2010
Interfraternity Council  January 2010 - December 2010
Swanson, Martin & Bell LLP   May 2008 - January 2010

Skills
Microsoft Excel, Finance, Microsoft Office, Financial Analysis, PowerPoint, Research, Marketing, Public Speaking, Social Media, Microsoft Word, Investments, Management, Financial Modeling, Valuation

Education
University of Kansas   2008 — 2012
Bachelor of Science (BS), Finance, General

Montini Catholic

Shane Thompson Shane Thompson Kalamazoo, Michigan Area Details
Shane Thompson's Capstone Financial Advisors Experience October 2007 - March 2012
Job Financial Adviser at Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC  August 2015 - Present
NYLIFE Securities LLC  October 2014 - Present
New York Life Insurance Company  October 2014 - Present
Zeigler Automotive Group  February 2014 - September 2014
Harold Zeigler Automotive Group  December 2011 - February 2014
Capstone Financial Advisors   October 2007 - March 2012

Skills
Employee Benefits, Business Insurance..., Buy-sell Agreements, Succession Planning, Key Person Protection, Risk Management, 401k Rollovers, Education Funding..., Retirement Income..., Life Insurance..., Multi-generational..., Charitable Giving, Personal Finance, Asset Protection, Lifetime Income..., Wealth Preservation..., Gifting Strategies, Grandchild Gifting, Retirement, Income Protection, Investments, Variable Annuities, Whole Life Insurance, Mutual Funds, Annuity Sales, Licensed Life Insurance..., Sales, Customer Satisfaction, Customer Service, Leadership, Customer Retention, Team Building, Marketing, Sales Process, Sales Management, Management, Sales Operations, Selling, Time Management, Account Management, Process Improvement, New Business Development, Business Development, Team Leadership, Business Planning, Business Strategy, Strategic Planning, Teamwork

Education
Indiana Wesleyan University   2008 — 2010
Accounting, Accounting

Lee University   1996 — 1997
Business Administration and Management, General

Mattawan Consolidated

Erin Willson Erin Willson Hinsdale, Illinois Details
Erin Willson's Capstone Financial Advisors Experience June 2015 - Present
Job Analyst at Capstone Financial Advisors
Industry Financial Services
Experience
Capstone Financial Advisors   June 2015 - Present
Capstone Financial Advisors   May 2014 - August 2014
MBK Financial Services   May 2013 - August 2013
Constructive Chaos, LLC   May 2012 - August 2012

Skills
Teamwork, Leadership, Microsoft Office, Time Management, Customer Service, Budgets, Event Planning, Financial Analysis, Team Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Science (BS), Agricultural and Consumer Economics

Cramer Soebbing Cramer Soebbing Greater Chicago Area Details
Cramer Soebbing's Capstone Financial Advisors Experience September 2013 - April 2015
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors  September 2015 - Present
Brownson, Rehmus & Foxworth   April 2015 - September 2015
Capstone Financial Advisors   September 2013 - April 2015
State Farm  April 2013 - September 2013
State Farm Insurance  December 2011 - April 2013
State Farm Insurance  January 2011 - December 2011

Skills
Strategic Financial..., Wealth Management, Estate Planning, Asset Allocation, Investments, Income Tax, Integrity, Insurance, Team Leadership, Market Research, Strategy, Critical Thinking, Communication, Passion for Helping..., Financial Planning, Risk Management, Executive Compensation..., Investment Advisory..., Business Planning, Compensation Planning, Wealth Transfer, Philanthropy, Succession Planning, Family Services

Education
University of Illinois at Urbana-Champaign   2010 — 2011
Agricultural and Consumer Economics, Financial Planning, Graduated with Honors

Lincoln Land Community College   2007 — 2009
Associate's degree, Business/Commerce, General, 3.56

Lincoln Community High School   2004 — 2007

Claire Glogowsky Claire Glogowsky Chicago, Illinois Details
Claire Glogowsky's Capstone Financial Advisors Experience May 2014 - Present
Job Director of Portfolio Operations at Capstone Financial Advisors
Industry Financial Services
Experience
Capstone Financial Advisors   May 2014 - Present
Ashfield Capital Partners   June 2013 - May 2014
Ashfield Capital Partners   February 2010 - May 2013
Ashfield Capital Partners   October 2007 - January 2010
Hewins Financial   June 2006 - September 2007

Skills
Equities, Mutual Funds, Securities, Portfolio Management, Investments, Financial Analysis

Education
University of California, Davis   2001 — 2006
Bachelor of Arts (B.A.)

Tom O'Shea Tom O'Shea Chicago, Illinois Details
Tom O'Shea's Capstone Financial Advisors Experience September 2012 - May 2013
Job Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation  July 2014 - Present
Allstate  June 2013 - July 2014
Capstone Financial Advisors   September 2012 - May 2013

Skills
Financial Modeling, Microsoft Excel, PowerPoint, Investments, Analysis, Microsoft Office, Data Analysis, Microsoft Word, Valuation, Budgets, Customer Service, Financial Analysis, Finance, Equities, Research, Excel, Word, Strategic Planning, Real Estate, Budgeting, WordPress, SEO, Blogging, Financial Planning

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
Bachelor of Science (B.S.), Finance

Brother Rice High School   2004 — 2008

St. Bede the Venerable

James Marquez James Marquez Tinley Park, Illinois Details
James Marquez's Capstone Financial Advisors Experience May 2015 - Present
Job Financial Analyst at Capstone Financial
Industry Financial Services
Experience
Capstone Financial Advisors   May 2015 - Present
University of Illinois at Urbana-Champaign  August 2013 - Present
University of Illinois at Urbana-Champaign  September 2012 - Present
Basil Financial   March 2015 - March 2015
University of Illinois at Urbana-Champaign  October 2012 - 2015

Skills
Money Guide Pro, Microsoft Excel, Microsoft Word, Microsoft Office, Research, PowerPoint, Public Speaking, Data Analysis, Social Media, Editing, Spanish, Customer Service

Education
University of Illinois at Urbana-Champaign   2011 — 2015
Bachelor of Science in Agriculture and Consumer Economics, Financial Planning

Anthony Sarnecki, MBA Anthony Sarnecki, MBA Greater Chicago Area Details
Anthony Sarnecki, MBA's Capstone Financial Advisors Experience March 2009 - October 2011
Job
Industry Computer Software
Experience
Oracle  February 2015 - Present
Midway City Gas   March 2013 - Present
Oracle  January 2012 - January 2015
Capstone Financial Advisors   March 2009 - October 2011
Capstone Financial Advisors   March 2009 - October 2011
The Ayco Company, L.P.   July 2006 - November 2008
Circuit City  March 1999 - February 2003

Skills
Investment Strategies, Investment Advisory, Strategic Planning, Project Planning, Project Implementation, Software Project..., Portfolio Management, Model Portfolios, Financial Analysis, Financial Planning, Software Implementation, BigMachines, Strategic Financial..., Process Improvement, Leadership, Business Analysis, Cross-functional Team..., Financial Modeling, CRM, Strategy, SaaS, Program Management, Analysis, Salesforce.com, Analytics, Data Analysis, Team Leadership, Management, Product Management

Education
University of Illinois at Urbana-Champaign - College of Business   2004 — 2006
MBA, Finance, Marketing

Eastern Illinois University   2003 — 2004
BS, Finance

Jason Telford, CFP® , CFA Jason Telford, CFP® , CFA Greater Chicago Area Details
Jason Telford, CFP® , CFA's Capstone Financial Advisors Experience November 2004 - Present
Job Financial Advisor at Capstone Financial Advisors
Industry Financial Services
Experience
Capstone Financial Advisors   November 2004 - Present

Skills
Certified Financial..., Chartered Financial...

Education
Loyola University of Chicago   2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, International Business, and Human Resource Management

Troy Hutchinson III, AIF® Troy Hutchinson III, AIF® Greater Atlanta Area Details
Troy Hutchinson III, AIF®'s Capstone Financial Advisors Experience January 2006 - Present
Job Owner at Capstone Financial Advisors
Industry Investment Management
Experience
Capstone Financial Advisors   January 2006 - Present
Capstone Financial Advisors   January 2005 - Present
Capstone Benefits Advisors   January 2006 - Present
OwnOccDoc.com   January 2011 - Present
Northwestern Mutual Life  January 1991 - December 2005

Skills
Insurance, Employee Benefits, Health Insurance, Investments, Retirement Income..., Investment Advisory, 401k, Retirement Planning, Retirement, Securities, Financial Advisory, Disability Insurance, Long-term Care, Small Business, Life Insurance, Wealth Management, Financial Planners, Term Life Insurance, Fixed Annuities, Critical Illness, IRAs, Estate Planning, Finance, Whole Life, Universal Life, Strategic Financial..., Long Term Care Insurance, Mutual Funds, Financial Services, Wealth Accumulation, Health Savings Accounts, Pensions, Investment Strategies, Series 7, Series 63, Asset Allocation, Strategic Planning, Leadership, Management

Education
University of Alabama   1984 — 1988
Communications, Advertising

Bob Wootton, CFP® Bob Wootton, CFP® Greater Chicago Area Details
Bob Wootton, CFP®'s Capstone Financial Advisors Experience March 2014 - Present
Job Financial Advisor at Capstone Financial Advisors
Industry Financial Services
Experience
Capstone Financial Advisors   March 2014 - Present
USAA  July 2011 - March 2014
Northern Trust  July 2008 - July 2011
Northern Trust  May 2006 - July 2008
The Mason Companies  May 2000 - May 2006
PricewaterhouseCoopers  May 1998 - May 2000

Skills
Investment Advisory, Finance, Investment Strategies, Asset Allocation, Series 7, Financial Advisory, Wealth Management..., Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Insurance Planning, Financial Planning, Estate Planning, Investments

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1993 — 1997
Master of Business Administration (MBA), Accounting and Finance

DePaul University   1987 — 1991
Bachelor of Science (B.S.), Finance