Capstone Financial LLC
Description
Address: 15 E Anderson St, Rhinelander, WI 54501 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–3PMSaturdayClosedSundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (715) 361-1500: : Place name: Category: Website: : : : : Website: https://www.heckcapital.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Heck Capital Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Capstone Financial LLC Employees
Employee
Years
Job
Industry
Matt McNeal Matt McNeal's Capstone Financial LLC Experience June 2015 - Present
Job Financial Services Representative at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC June 2015 - Present
Etrade June 2014 - Present
Scottrade inc August 2009 - February 2014
Publix Super Markets October 2003 - May 2008
Skills
Investments, Stockbroking, Customer Service, Mutual Funds, Securities, Equities, Asset Allocation, Wealth Management, Retirement Planning, Fixed Income, Investment Strategies, Options, Portfolio Management, ETFs, Uniform Combined State..., Series 7, Finance, Bonds, Series 63, Financial Markets, Financial Analysis, Trading, Microsoft Office, Financial Services, Relationship Management
Education
University of West Georgia 2006 — 2009
Bachelor's degree, Finance
Gainesville State College 2004 — 2006
Milton High School 1999 — 2003
Capstone Financial, LLC June 2015 - Present
Etrade June 2014 - Present
Scottrade inc August 2009 - February 2014
Publix Super Markets October 2003 - May 2008
Skills
Investments, Stockbroking, Customer Service, Mutual Funds, Securities, Equities, Asset Allocation, Wealth Management, Retirement Planning, Fixed Income, Investment Strategies, Options, Portfolio Management, ETFs, Uniform Combined State..., Series 7, Finance, Bonds, Series 63, Financial Markets, Financial Analysis, Trading, Microsoft Office, Financial Services, Relationship Management
Education
University of West Georgia 2006 — 2009
Bachelor's degree, Finance
Gainesville State College 2004 — 2006
Milton High School 1999 — 2003
Jessica Stone Jessica Stone's Capstone Financial LLC Experience December 2012 - May 2013
Job SENIOR ACCOUNT MANAGER
Industry Logistics and Supply Chain
Experience
Nolan Transportation Group June 2013 - Present
Capstone Financial, LLC December 2012 - May 2013
Ruth’s Chris Steakhouse July 2011 - December 2012
Chik-fil-A March 2005 - January 2009
Education
Georgia Southern University 2008 — 2012
Bachelor of Arts, General Studies; Business and Information Systems - Minor in Spanish
Norcross High School 2003 — 2007
Nolan Transportation Group June 2013 - Present
Capstone Financial, LLC December 2012 - May 2013
Ruth’s Chris Steakhouse July 2011 - December 2012
Chik-fil-A March 2005 - January 2009
Education
Georgia Southern University 2008 — 2012
Bachelor of Arts, General Studies; Business and Information Systems - Minor in Spanish
Norcross High School 2003 — 2007
Daniel Bledsoe Daniel Bledsoe's Capstone Financial LLC Experience September 2014 - Present
Job Financial Services Representative Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC September 2014 - Present
Skills
Teamwork, Leadership, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Disability Insurance
Education
The University of Georgia
Capstone Financial, LLC September 2014 - Present
Skills
Teamwork, Leadership, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Disability Insurance
Education
The University of Georgia
Enrique Escolano Enrique Escolano's Capstone Financial LLC Experience January 2014 - Present
Job Financial Services Representative at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC January 2014 - Present
Capstone Financial, LLC July 2013 - December 2013
Chicago White Sox 2005 - 2008
Skills
Bilingual, Mathematics, Biology, Microsoft Excel, Microsoft Word, Outlook, Leadership, Team Leadership, Social Media, Social Networking, Customer Service, PowerPoint, Sales, Fundraising, Event Planning, Salesforce.com, Analysis
Education
Kennesaw State University 2008 — 2012
Bachelor's Degree of Science, Biology
Kell High School
Capstone Financial, LLC January 2014 - Present
Capstone Financial, LLC July 2013 - December 2013
Chicago White Sox 2005 - 2008
Skills
Bilingual, Mathematics, Biology, Microsoft Excel, Microsoft Word, Outlook, Leadership, Team Leadership, Social Media, Social Networking, Customer Service, PowerPoint, Sales, Fundraising, Event Planning, Salesforce.com, Analysis
Education
Kennesaw State University 2008 — 2012
Bachelor's Degree of Science, Biology
Kell High School
Jason Payne Jason Payne's Capstone Financial LLC Experience March 2013 - October 2013
Job Director of Strategic Development at Peach State Pride, Co Founder/Co Owner Classic Georgia
Industry Apparel & Fashion
Experience
Peach State Pride January 2015 - Present
ClassicGeorgia March 2012 - Present
Wells Fargo Advisors October 2013 - January 2015
Capstone Financial, LLC March 2013 - October 2013
UGA Tee Off Club December 2010 - March 2013
University of Georgia August 2007 - December 2010
Mercer University August 2003 - August 2007
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Sports, Public Speaking, Sports Marketing, Event Management, Social Media, Volunteer Management, Public Relations, Sports Management, Product Development, Project Management, Social Media Marketing, Social Networking, Leadership, Marketing, Facebook, Customer Service
Education
The University of Georgia 1997 — 2001
B.S.F.C.S., Consumer Economics
Georgia Southern University 2001 — 2003
Masters, Sport Management
Peach State Pride January 2015 - Present
ClassicGeorgia March 2012 - Present
Wells Fargo Advisors October 2013 - January 2015
Capstone Financial, LLC March 2013 - October 2013
UGA Tee Off Club December 2010 - March 2013
University of Georgia August 2007 - December 2010
Mercer University August 2003 - August 2007
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Sports, Public Speaking, Sports Marketing, Event Management, Social Media, Volunteer Management, Public Relations, Sports Management, Product Development, Project Management, Social Media Marketing, Social Networking, Leadership, Marketing, Facebook, Customer Service
Education
The University of Georgia 1997 — 2001
B.S.F.C.S., Consumer Economics
Georgia Southern University 2001 — 2003
Masters, Sport Management
Tyler Reynolds's Capstone Financial LLC Experience December 2012 - April 2013
Job Commercial Real Estate Broker at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield August 2015 - Present
JLL March 2014 - June 2015
Franklin Templeton Investments June 2013 - August 2013
Florida State University January 2012 - May 2013
Capstone Financial, LLC December 2012 - April 2013
Capital Valet September 2011 - December 2011
Plus Services/Disney April 2010 - September 2011
Skills
Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science, Finance & Real Estate, 3.8 Cummulative GPA; 4.0 Major GPA
Cushman & Wakefield August 2015 - Present
JLL March 2014 - June 2015
Franklin Templeton Investments June 2013 - August 2013
Florida State University January 2012 - May 2013
Capstone Financial, LLC December 2012 - April 2013
Capital Valet September 2011 - December 2011
Plus Services/Disney April 2010 - September 2011
Skills
Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science, Finance & Real Estate, 3.8 Cummulative GPA; 4.0 Major GPA
Paul Osman Paul Osman's Capstone Financial LLC Experience April 2014 - Present
Job financial representative at mass mutual broker
Industry Insurance
Experience
Capstone Financial, LLC April 2014 - Present
MassMutual Financial Group April 2014 - Present
Northwestern Mutual August 1978 - April 2014
Skills
Investments, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Life Insurance, Finance, Fixed Annuities, Pensions, Financial Planning, Leadership, Strategic Planning, Estate Planning, Insurance Planning, Long-term Care
Education
East Carolina University 1979 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
East Carolina University 1974 — 1980
Bachelor of Science (BS) IN MARKETING/FINANCE, BS MARKETING /MASTERS IN BUSINESS (MBA), MAGNA CUM LAUDE
Capstone Financial, LLC April 2014 - Present
MassMutual Financial Group April 2014 - Present
Northwestern Mutual August 1978 - April 2014
Skills
Investments, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Insurance, Life Insurance, Finance, Fixed Annuities, Pensions, Financial Planning, Leadership, Strategic Planning, Estate Planning, Insurance Planning, Long-term Care
Education
East Carolina University 1979 — 1980
Master of Business Administration (MBA), Finance and Financial Management Services, 4.0
East Carolina University 1974 — 1980
Bachelor of Science (BS) IN MARKETING/FINANCE, BS MARKETING /MASTERS IN BUSINESS (MBA), MAGNA CUM LAUDE
Preston Poitevint Preston Poitevint's Capstone Financial LLC Experience September 2014 - January 2015
Job Financial Services Representative at Pharos Financial Partners
Industry Newspapers
Experience
Pharos Financial Partners January 2015 - Present
Capstone Financial, LLC September 2014 - January 2015
The Spectator January 2011 - April 2013
Bainbridge Lawn Enforcement May 2010 - September 2010
Skills
Sales, Customer Service, Financial Analysis, Marketing, Advertising, Microsoft Office, Leadership, Managing Accounts, Political Campaigns, Political Advertising, Political Economy, Social Media, Facebook, Management, Creative Writing, Financial Advisory, Risk Management, Retirement Planning
Education
Valdosta State University 2009 — 2013
Bachelor of Science (BS), Political Science and Government
Bainbridge College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Bainbirdge High School 2004 — 2008
Pharos Financial Partners January 2015 - Present
Capstone Financial, LLC September 2014 - January 2015
The Spectator January 2011 - April 2013
Bainbridge Lawn Enforcement May 2010 - September 2010
Skills
Sales, Customer Service, Financial Analysis, Marketing, Advertising, Microsoft Office, Leadership, Managing Accounts, Political Campaigns, Political Advertising, Political Economy, Social Media, Facebook, Management, Creative Writing, Financial Advisory, Risk Management, Retirement Planning
Education
Valdosta State University 2009 — 2013
Bachelor of Science (BS), Political Science and Government
Bainbridge College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Political Science and Government
Bainbirdge High School 2004 — 2008
Katie Kouns Katie Kouns's Capstone Financial LLC Experience February 2014 - Present
Job New Business Coordinator at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC February 2014 - Present
W.G. Yates & Sons Construction February 2013 - February 2014
W Hotels October 2010 - January 2013
Hand and Stone Massage Spa July 2008 - October 2010
Skills
Marketing, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, PowerPoint, Customer Service, Social Media Marketing, Leadership, Time Management, Social Networking, Data Entry, 10 Key, Track Record Of..., Instagram, Salesforce.com, Social Media, Sales, Internet, computer savy, Salesforce, Adobe Photoshop, Adobe Acrobat, Picasa, Adobe InDesign
Education
Kennesaw State University
Bachelor's degree, Marketing
Capstone Financial, LLC February 2014 - Present
W.G. Yates & Sons Construction February 2013 - February 2014
W Hotels October 2010 - January 2013
Hand and Stone Massage Spa July 2008 - October 2010
Skills
Marketing, Microsoft Office, Microsoft Excel, Facebook, Microsoft Word, PowerPoint, Customer Service, Social Media Marketing, Leadership, Time Management, Social Networking, Data Entry, 10 Key, Track Record Of..., Instagram, Salesforce.com, Social Media, Sales, Internet, computer savy, Salesforce, Adobe Photoshop, Adobe Acrobat, Picasa, Adobe InDesign
Education
Kennesaw State University
Bachelor's degree, Marketing
Gerald Reed III's Capstone Financial LLC Experience July 2012 - September 2012
Job Technical Account Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2013 - Present
Capstone Financial, LLC July 2012 - September 2012
Georgia State University July 2011 - June 2012
Marcus and Millichap Real Estate Investment Services March 2011 - May 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Event Planning, Management, Public Speaking, Training, Program Management, Analysis, Account Management, Finance, Insurance, Sales, Team Leadership, Strategic Planning
Education
Georgia State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
College of Accountancy 2008 — 2009
Bachelor of Business Administration, Accountancy
Hewlett-Packard April 2013 - Present
Capstone Financial, LLC July 2012 - September 2012
Georgia State University July 2011 - June 2012
Marcus and Millichap Real Estate Investment Services March 2011 - May 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Event Planning, Management, Public Speaking, Training, Program Management, Analysis, Account Management, Finance, Insurance, Sales, Team Leadership, Strategic Planning
Education
Georgia State University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
College of Accountancy 2008 — 2009
Bachelor of Business Administration, Accountancy
Cameron Michels's Capstone Financial LLC Experience October 2005 - December 2007
Job Athletic Performance Trainer
Industry Health, Wellness and Fitness
Experience
Real Functional Fitness May 2013 - Present
METLIFE FINANCIAL January 2011 - October 2012
C. Michels & Associates, Inc. April 2005 - September 2011
Ellis & Ellis Investment Management January 2007 - January 2009
Capstone Financial, LLC October 2005 - December 2007
C. Michels & Associates, Inc. April 1999 - September 2005
Aflac January 1999 - January 2005
Skills
Personal Training, Fitness Training, Cardiovascular Fitness, TRX Suspension Training, TRX Certified, BOSU, Kettlebells, Stability Ball, Weight Training, Body Weight Training, Athletic Performance, Speed Training, Agility, Body Sculpting, Nutrition, Healthy Eating, Healthy Lifestyles, Overall Wellness
Education
Columbus State University 1990 — 1994
BBA, Marketing
Real Functional Fitness May 2013 - Present
METLIFE FINANCIAL January 2011 - October 2012
C. Michels & Associates, Inc. April 2005 - September 2011
Ellis & Ellis Investment Management January 2007 - January 2009
Capstone Financial, LLC October 2005 - December 2007
C. Michels & Associates, Inc. April 1999 - September 2005
Aflac January 1999 - January 2005
Skills
Personal Training, Fitness Training, Cardiovascular Fitness, TRX Suspension Training, TRX Certified, BOSU, Kettlebells, Stability Ball, Weight Training, Body Weight Training, Athletic Performance, Speed Training, Agility, Body Sculpting, Nutrition, Healthy Eating, Healthy Lifestyles, Overall Wellness
Education
Columbus State University 1990 — 1994
BBA, Marketing
Gabriel Lyron Gabriel Lyron's Capstone Financial LLC Experience October 2014 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC October 2014 - Present
QuikTrip July 2013 - Present
EXPRESS June 2012 - July 2013
Abercrombie & Fitch November 2011 - July 2013
Skills
Customer Service, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Time Management, Teamwork, Microsoft Excel, Public Speaking, Social Media, Event Planning, Inventory Management, Social Networking, Data Entry, Sales, Financial Analysis, Finance, Research, Access, Accounting, Analysis, Life Insurance, Financial Planning
Education
Georgia State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Shiloh High School 2005 — 2009
High School Diploma
Capstone Financial, LLC October 2014 - Present
QuikTrip July 2013 - Present
EXPRESS June 2012 - July 2013
Abercrombie & Fitch November 2011 - July 2013
Skills
Customer Service, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Time Management, Teamwork, Microsoft Excel, Public Speaking, Social Media, Event Planning, Inventory Management, Social Networking, Data Entry, Sales, Financial Analysis, Finance, Research, Access, Accounting, Analysis, Life Insurance, Financial Planning
Education
Georgia State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Shiloh High School 2005 — 2009
High School Diploma
Ben Fort Ben Fort's Capstone Financial LLC Experience April 2015 - Present
Job Financial Services Representative at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC April 2015 - Present
The King and Prince Beach & Golf Resort May 2010 - August 2010
Skills
Corporate Finance, Finance, Investments, Management, Sales, Retirement Planning, Insurance, Disability Insurance, Microsoft Excel, Social Networking
Education
Georgia Southern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Riverwood Charter High School 2005 — 2008
Capstone Financial, LLC April 2015 - Present
The King and Prince Beach & Golf Resort May 2010 - August 2010
Skills
Corporate Finance, Finance, Investments, Management, Sales, Retirement Planning, Insurance, Disability Insurance, Microsoft Excel, Social Networking
Education
Georgia Southern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Riverwood Charter High School 2005 — 2008
Kyle Capers's Capstone Financial LLC Experience March 2014 - Present
Job
Industry Financial Services
Experience
Capstone Financial, LLC March 2014 - Present
Enterprise Rent-A-Car May 2013 - March 2014
Education
Tuskegee University 2008 — 2013
Bachelors of Business Administration, Business Administration and Management, General
Duluth High School 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capstone Financial, LLC March 2014 - Present
Enterprise Rent-A-Car May 2013 - March 2014
Education
Tuskegee University 2008 — 2013
Bachelors of Business Administration, Business Administration and Management, General
Duluth High School 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stephen Faris Stephen Faris's Capstone Financial LLC Experience June 2015 - Present
Job Financial Services Representative at Capstone Financial, MassMutual
Industry Financial Services
Experience
Capstone Financial, LLC June 2015 - Present
Clemson University August 2012 - June 2015
San Diego Padres 2006 - 2012
Skills
Baseball, Sports, Sports Marketing, Public Speaking, Player Development, Event Planning, Coaching Baseball, Sponsorship, Sports Management, Athletics, Coaching, Leadership, Event Management, Social Networking, Sports Coaching, Customer Service, Social Media
Education
Clemson University 2012 — 2013
Bachelor's degree, Sports Management, Business
Clemson University 2003 — 2006
Baseball
Capstone Financial, LLC June 2015 - Present
Clemson University August 2012 - June 2015
San Diego Padres 2006 - 2012
Skills
Baseball, Sports, Sports Marketing, Public Speaking, Player Development, Event Planning, Coaching Baseball, Sponsorship, Sports Management, Athletics, Coaching, Leadership, Event Management, Social Networking, Sports Coaching, Customer Service, Social Media
Education
Clemson University 2012 — 2013
Bachelor's degree, Sports Management, Business
Clemson University 2003 — 2006
Baseball
David W. Miller David W. Miller's Capstone Financial LLC Experience March 2014 - November 2014
Job Financial Analyst at Georgia Power Company
Industry Utilities
Experience
Georgia Power Company December 2014 - Present
Georgia State University January 2013 - December 2014
Capstone Financial, LLC March 2014 - November 2014
D-BAT Atlanta April 2013 - December 2013
LaGrange College July 2012 - August 2012
Big Fish Creative LLC February 2012 - August 2012
LaGrange College Writing Center September 2010 - May 2012
85 South Out and About May 2011 - March 2012
LaGrange Daily News July 2011 - October 2011
Drifire June 2009 - August 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Editing, Proofreading, Writing, Research, Analysis, Event Planning
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master of Business Administration (MBA), Finance, GPA: 3.82
LaGrange College 2008 — 2012
Bachelor of Arts, English, GPA: 3.97
Georgia Power Company December 2014 - Present
Georgia State University January 2013 - December 2014
Capstone Financial, LLC March 2014 - November 2014
D-BAT Atlanta April 2013 - December 2013
LaGrange College July 2012 - August 2012
Big Fish Creative LLC February 2012 - August 2012
LaGrange College Writing Center September 2010 - May 2012
85 South Out and About May 2011 - March 2012
LaGrange Daily News July 2011 - October 2011
Drifire June 2009 - August 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Editing, Proofreading, Writing, Research, Analysis, Event Planning
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Master of Business Administration (MBA), Finance, GPA: 3.82
LaGrange College 2008 — 2012
Bachelor of Arts, English, GPA: 3.97
Anna Kate DeBerardino's Capstone Financial LLC Experience February 2015 - Present
Job Internal Recruiter at Capstone Financial, LLC
Industry Apparel & Fashion
Experience
Capstone Financial, LLC February 2015 - Present
Kiss My Southern Sass March 2012 - Present
The Red & Black Newspaper April 2012 - September 2012
Skills
Social Media, Social Networking, Entrepreneurship, Social Media Marketing, Advertising, Customer Service, Leadership, Facebook, Marketing, Start-ups, Public Speaking, Marketing Strategy, Business Strategy, Sales, Microsoft Office, Strategic Planning, Event Planning, Web Design, PowerPoint, Microsoft Word, Web Development, Branding & Identity, Recruiting
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Advertising
Sandy Creek High School
Capstone Financial, LLC February 2015 - Present
Kiss My Southern Sass March 2012 - Present
The Red & Black Newspaper April 2012 - September 2012
Skills
Social Media, Social Networking, Entrepreneurship, Social Media Marketing, Advertising, Customer Service, Leadership, Facebook, Marketing, Start-ups, Public Speaking, Marketing Strategy, Business Strategy, Sales, Microsoft Office, Strategic Planning, Event Planning, Web Design, PowerPoint, Microsoft Word, Web Development, Branding & Identity, Recruiting
Education
The University of Georgia 2010 — 2014
Bachelor's Degree, Advertising
Sandy Creek High School
Derek Coggin Derek Coggin's Capstone Financial LLC Experience June 2013 - Present
Job Teacher/ Football Coach at Emanuel County Schools
Industry Health, Wellness and Fitness
Experience
Emanuel County Schools July 2014 - Present
Capstone Financial, LLC June 2013 - Present
Gwinnett County Public Schools August 2000 - May 2013
Clayton County Schools 1998 - 2000
Fannin County Schools 1997 - 1998
Hart County Schools 1996 - 1997
Newton County Schools 1994 - 1996
Skills
Public Speaking, Microsoft Office, Fundraising, Nonprofits, Teaching, Leadership, Event Planning, Program Development, Coaching, Community Outreach, Social Networking, Leadership Development, Volunteer Management, Team Building, Social Media, Retirement Planning, Customer Service
Education
Georgia College and State University
Bachelor's degree
Jacksonville State University
Education Specialist degree
University of Alabama
Master's degree
Emanuel County Schools July 2014 - Present
Capstone Financial, LLC June 2013 - Present
Gwinnett County Public Schools August 2000 - May 2013
Clayton County Schools 1998 - 2000
Fannin County Schools 1997 - 1998
Hart County Schools 1996 - 1997
Newton County Schools 1994 - 1996
Skills
Public Speaking, Microsoft Office, Fundraising, Nonprofits, Teaching, Leadership, Event Planning, Program Development, Coaching, Community Outreach, Social Networking, Leadership Development, Volunteer Management, Team Building, Social Media, Retirement Planning, Customer Service
Education
Georgia College and State University
Bachelor's degree
Jacksonville State University
Education Specialist degree
University of Alabama
Master's degree
nolan settles nolan settles's Capstone Financial LLC Experience March 2013 - Present
Job Student at University of Phoenix
Industry Warehousing
Experience
Capstone Financial, LLC March 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Outlook
Education
University of Phoenix 2012 — 2016
Capstone Financial, LLC March 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Data Analysis, Outlook
Education
University of Phoenix 2012 — 2016
Klarysa Paige Klarysa Paige's Capstone Financial LLC Experience July 2013 - 2013
Job Leasing Consultant at Greystar
Industry Financial Services
Experience
Greystar December 2013 - Present
Capstone Financial, LLC July 2013 - 2013
Global Imports BMW 2011 - 2012
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel
Education
Kennesaw State University 2013 — 2013
Accounting
State University of New York College at Potsdam 2010 — 2012
Psychology
Greystar December 2013 - Present
Capstone Financial, LLC July 2013 - 2013
Global Imports BMW 2011 - 2012
Skills
Customer Service, Microsoft Office, Outlook, Microsoft Excel
Education
Kennesaw State University 2013 — 2013
Accounting
State University of New York College at Potsdam 2010 — 2012
Psychology
Erick Quan's Capstone Financial LLC Experience June 2015 - Present
Job Administrator at Southwestern Assemblies of God University
Industry Investment Management
Experience
Capstone Financial, LLC June 2015 - Present
Southwestern Assemblies of God University August 2014 - Present
Southwestern Assemblies of God University August 2013 - Present
Highland International School and Vanke Corp. June 2014 - August 2014
Southwestern Assemblies of God University September 2012 - December 2013
Centro Cristiano Internacional July 2012 - July 2012
Mission TEN June 2012 - July 2012
Haiti Disaster Relief February 2010 - March 2010
Skills
Teaching, PowerPoint, Outlook, English, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Research, Tutoring, Building Relationships, Microsoft Office, Customer Service, Windows, Strategic Planning, Translation, Writing, Creative Writing, Leadership, Leadership Development, Spanish, Event Planning, Fundraising, Team Building, Community Outreach, Cultural Awareness
Education
Southwestern Assemblies of God University 2011 — 2014
Bachelor's Degree Business Management, Business Management, 3.72
Collin County Community College 2010 — 2011
Capstone Financial, LLC June 2015 - Present
Southwestern Assemblies of God University August 2014 - Present
Southwestern Assemblies of God University August 2013 - Present
Highland International School and Vanke Corp. June 2014 - August 2014
Southwestern Assemblies of God University September 2012 - December 2013
Centro Cristiano Internacional July 2012 - July 2012
Mission TEN June 2012 - July 2012
Haiti Disaster Relief February 2010 - March 2010
Skills
Teaching, PowerPoint, Outlook, English, Teamwork, Microsoft Excel, Public Speaking, Microsoft Word, Research, Tutoring, Building Relationships, Microsoft Office, Customer Service, Windows, Strategic Planning, Translation, Writing, Creative Writing, Leadership, Leadership Development, Spanish, Event Planning, Fundraising, Team Building, Community Outreach, Cultural Awareness
Education
Southwestern Assemblies of God University 2011 — 2014
Bachelor's Degree Business Management, Business Management, 3.72
Collin County Community College 2010 — 2011
Darrien West Darrien West's Capstone Financial LLC Experience September 2014 - December 2014
Job Associate Financial Services Representative at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial Corporation July 2015 - Present
Acorn Management Partners LLC January 2015 - July 2015
Macy's November 2014 - May 2015
Capstone Financial, LLC September 2014 - December 2014
Macy's November 2013 - November 2014
The Varsity Inc April 2012 - September 2012
DIRECTV August 2011 - January 2012
Chick-fil-A March 2009 - September 2010
Skills
Customer Service, Accounting, Financial Analysis, Income Statement, Balance Sheet, Cash Flow Statements, Finance, Microsoft Excel, Corporate Finance, Forecasting, Accounts Receivable, Accounts Payable, Proformas, Invoicing, Microsoft Word, PowerPoint, Time Management, Teamwork, Microsoft Office, Analysis, Sales, Leadership, Financial Modeling, Insurance, Life Insurance, Health Insurance, Market Research, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Finance, Senior
Georgia Regents University 2007 — 2011
E*TRADE Financial Corporation July 2015 - Present
Acorn Management Partners LLC January 2015 - July 2015
Macy's November 2014 - May 2015
Capstone Financial, LLC September 2014 - December 2014
Macy's November 2013 - November 2014
The Varsity Inc April 2012 - September 2012
DIRECTV August 2011 - January 2012
Chick-fil-A March 2009 - September 2010
Skills
Customer Service, Accounting, Financial Analysis, Income Statement, Balance Sheet, Cash Flow Statements, Finance, Microsoft Excel, Corporate Finance, Forecasting, Accounts Receivable, Accounts Payable, Proformas, Invoicing, Microsoft Word, PowerPoint, Time Management, Teamwork, Microsoft Office, Analysis, Sales, Leadership, Financial Modeling, Insurance, Life Insurance, Health Insurance, Market Research, Investments
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration, Finance, Senior
Georgia Regents University 2007 — 2011
Doug McCray Doug McCray's Capstone Financial LLC Experience March 2013 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC March 2013 - Present
Financial Design Associates / MassMutual October 2010 - February 2013
1-800-GOT-JUNK? April 2006 - July 2010
Skills
Account Management, Retirement, New Business Development, Strategic Planning, Customer Service
Education
Randolph-Macon College 1999 — 2003
Business/Economics
Capstone Financial, LLC March 2013 - Present
Financial Design Associates / MassMutual October 2010 - February 2013
1-800-GOT-JUNK? April 2006 - July 2010
Skills
Account Management, Retirement, New Business Development, Strategic Planning, Customer Service
Education
Randolph-Macon College 1999 — 2003
Business/Economics
Amy Self Amy Self's Capstone Financial LLC Experience September 2014 - Present
Job Sales Manager at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC September 2014 - Present
New York Life Insurance Company October 1994 - September 2014
Skills
Finance, Sales, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Fixed Annuities, Investments, Retirement, Estate Planning, Customer Service, Financial Planning, Marketing, Insurance, Disability Insurance, Long-term Care
Education
University of Mississippi - School of Business Administration 1987 — 1991
Marketing, Marketing and Finance
Capstone Financial, LLC September 2014 - Present
New York Life Insurance Company October 1994 - September 2014
Skills
Finance, Sales, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Fixed Annuities, Investments, Retirement, Estate Planning, Customer Service, Financial Planning, Marketing, Insurance, Disability Insurance, Long-term Care
Education
University of Mississippi - School of Business Administration 1987 — 1991
Marketing, Marketing and Finance
Kolton Houston's Capstone Financial LLC Experience May 2013 - August 2013
Job Student Athlete at The University of Georgia
Industry Financial Services
Experience
UGA Athletics January 2010 - Present
Capstone Financial, LLC May 2013 - August 2013
Skills
Leadership, Integrity, Friendly Personality, Analytical Skills
Education
The University of Georgia 2015 — 2015
Bachelor of Applied Science (B.A.Sc.), Consumer Economics
The University of Georgia 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Family Financial Planning
UGA Athletics January 2010 - Present
Capstone Financial, LLC May 2013 - August 2013
Skills
Leadership, Integrity, Friendly Personality, Analytical Skills
Education
The University of Georgia 2015 — 2015
Bachelor of Applied Science (B.A.Sc.), Consumer Economics
The University of Georgia 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Family Financial Planning
Mary Mallie Stout Mary Mallie Stout's Capstone Financial LLC Experience September 2013 - July 2014
Job For Goodness Sake
Industry Nonprofit Organization Management
Experience
Capstone Financial, LLC September 2013 - July 2014
Englewood Enterprises LLC April 2011 - September 2012
JAS Partners January 2011 - March 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Research, Outlook, Budgets, Financial Analysis
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration
Capstone Financial, LLC September 2013 - July 2014
Englewood Enterprises LLC April 2011 - September 2012
JAS Partners January 2011 - March 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Strategic Planning, Research, Outlook, Budgets, Financial Analysis
Education
University of Alabama 2006 — 2010
Bachelor of Science in Commerce and Business Administration
Kacey Garrett Kacey Garrett's Capstone Financial LLC Experience September 2013 - July 2014
Job Criminal Analyst at CGI
Industry International Affairs
Experience
CGI July 2014 - Present
Capstone Financial, LLC September 2013 - July 2014
National Consortium for the Study of Terrorism and Responses to Terrorism (START) January 2013 - August 2013
INTERPOL Washington January 2012 - April 2012
Department of Recreational Sports December 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Nonprofits, Leadership, Government, Qualitative Research, Event Planning, Analysis, Fundraising, Team Leadership
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Marietta High School 2004 — 2008
International Baccalaureate Diploma
CGI July 2014 - Present
Capstone Financial, LLC September 2013 - July 2014
National Consortium for the Study of Terrorism and Responses to Terrorism (START) January 2013 - August 2013
INTERPOL Washington January 2012 - April 2012
Department of Recreational Sports December 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Nonprofits, Leadership, Government, Qualitative Research, Event Planning, Analysis, Fundraising, Team Leadership
Education
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice
The University of Georgia 2008 — 2012
Bachelor of Arts (B.A.), International Affairs
Marietta High School 2004 — 2008
International Baccalaureate Diploma
Steve Sumption Steve Sumption's Capstone Financial LLC Experience 2000 - 2003
Job Sales & Operations Executive | sesumption@aol.com
Industry Consumer Goods
Experience
COUNTRY Financial® 2013 - January 2014
ServiceMaster 2004 - 2012
Winpak 2003 - 2004
Capstone Financial LLC 2000 - 2003
Tyco (formerly Georgia-Bell Packing) 1992 - 2000
Skills
Cross-functional Team..., Strategy, Business Development, Product Development, Business Strategy, Operations Management, Forecasting, Marketing Strategy, Management, Budgets, Mergers, Manufacturing, New Business Development, Strategic Planning, Team Building, Training, Leadership, Sales, B2B, Marketing, Negotiation, Finance, Entrepreneurship, Mergers & Acquisitions
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance & Economics
University of Minnesota - Carlson School of Management
BSBA, Marketing & Operations Management
COUNTRY Financial® 2013 - January 2014
ServiceMaster 2004 - 2012
Winpak 2003 - 2004
Capstone Financial LLC 2000 - 2003
Tyco (formerly Georgia-Bell Packing) 1992 - 2000
Skills
Cross-functional Team..., Strategy, Business Development, Product Development, Business Strategy, Operations Management, Forecasting, Marketing Strategy, Management, Budgets, Mergers, Manufacturing, New Business Development, Strategic Planning, Team Building, Training, Leadership, Sales, B2B, Marketing, Negotiation, Finance, Entrepreneurship, Mergers & Acquisitions
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance & Economics
University of Minnesota - Carlson School of Management
BSBA, Marketing & Operations Management
Martin J. Aspin Martin J. Aspin's Capstone Financial LLC Experience October 2012 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Bridgette Hyde's Capstone Financial LLC Experience June 2013 - December 2013
Job Director at Bucket List Planning
Industry Financial Services
Experience
Bucket List Planning, LLC January 2014 - Present
Advocare May 2010 - January 2014
Capstone Financial, LLC June 2013 - December 2013
Northwestern Mutual November 2012 - May 2013
MassMutual Financial Group March 2010 - November 2012
Live Outside June 2009 - November 2009
Principal Financial Group September 2008 - June 2009
Genworth Financial February 2005 - August 2007
AMVESCAP Retirement of Invesco Funds August 2003 - February 2005
Skills
Retirement, Series 7, Series 63, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Asset Allocation, Strategic Planning, Training, Leadership, Portfolio Management, Sales, Strategy, Finance, Business Development, Financial Advisory, Financial Services, Life Insurance, Start-ups, Marketing, Mergers & Acquisitions, Securities, Marathon
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
Bachelor of Arts (B.A.), Finance, General
Montana State University-Bozeman 1998 — 2001
Darlington High School
Bucket List Planning, LLC January 2014 - Present
Advocare May 2010 - January 2014
Capstone Financial, LLC June 2013 - December 2013
Northwestern Mutual November 2012 - May 2013
MassMutual Financial Group March 2010 - November 2012
Live Outside June 2009 - November 2009
Principal Financial Group September 2008 - June 2009
Genworth Financial February 2005 - August 2007
AMVESCAP Retirement of Invesco Funds August 2003 - February 2005
Skills
Retirement, Series 7, Series 63, Investments, 401k, Mutual Funds, Insurance, Fixed Annuities, Financial Analysis, Strategic Financial..., Asset Allocation, Strategic Planning, Training, Leadership, Portfolio Management, Sales, Strategy, Finance, Business Development, Financial Advisory, Financial Services, Life Insurance, Start-ups, Marketing, Mergers & Acquisitions, Securities, Marathon
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2003
Bachelor of Arts (B.A.), Finance, General
Montana State University-Bozeman 1998 — 2001
Darlington High School
Hillard Bailey III's Capstone Financial LLC Experience January 2015 - Present
Job Financial Services Professional at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC January 2015 - Present
Capstone Financial, LLC January 2015 - Present
west cost project January 2007 - January 2010
Skills
Customer Service
Education
Kennesaw State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Capstone Financial, LLC January 2015 - Present
Capstone Financial, LLC January 2015 - Present
west cost project January 2007 - January 2010
Skills
Customer Service
Education
Kennesaw State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Jennifer Delancy's Capstone Financial LLC Experience March 2014 - September 2014
Job GlassRatner Capital & Advisory Group, LLC
Industry Management Consulting
Experience
GlassRatner Advisory & Capital Group LLC September 2014 - Present
Capstone Financial, LLC March 2014 - September 2014
Final Draft, Inc. (temp) August 2013 - February 2014
Toyology Inc. May 2011 - August 2013
Prober and Raphael a Law Corporation August 2008 - December 2010
The Cheesecake Factory Inc September 2005 - June 2008
Skills
Outlook, Administrative..., Microsoft Excel, Office Management, Customer Service, QuickBooks, Event Management, Accounting, Time Management, Inventory Management, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Employee Relations, Hospitality, Retail, Sales, Training, Process Scheduler, Data Entry, Access, Calendars, Management, Employee Training, Human Resources, Social Networking, Recruiting, Administrative...
Education
Moorpark College 2000 — 2002
Communications
GlassRatner Advisory & Capital Group LLC September 2014 - Present
Capstone Financial, LLC March 2014 - September 2014
Final Draft, Inc. (temp) August 2013 - February 2014
Toyology Inc. May 2011 - August 2013
Prober and Raphael a Law Corporation August 2008 - December 2010
The Cheesecake Factory Inc September 2005 - June 2008
Skills
Outlook, Administrative..., Microsoft Excel, Office Management, Customer Service, QuickBooks, Event Management, Accounting, Time Management, Inventory Management, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Employee Relations, Hospitality, Retail, Sales, Training, Process Scheduler, Data Entry, Access, Calendars, Management, Employee Training, Human Resources, Social Networking, Recruiting, Administrative...
Education
Moorpark College 2000 — 2002
Communications
Maggie Swift Maggie Swift's Capstone Financial LLC Experience August 2014 - January 2015
Job Talent Analyst at RaceTrac Petroleum
Industry Retail
Experience
RaceTrac Petroleum August 2015 - Present
RaceTrac Petroleum May 2015 - July 2015
Double Barrel Athens October 2012 - February 2015
Capstone Financial, LLC August 2014 - January 2015
Koki Software May 2014 - August 2014
Skills
Leadership, Public Speaking, Goal Oriented, Project Planning, Social Networking, Customer Service, Vendor Relations, Teamwork, Communication, Microsoft Excel, Human Resources, Mathematics, Determination, Management, Category Management, Finance, Sales, Result Oriented Approach, Customer Oriented, CRM, Email Marketing, Data Entry, Financial Reporting, Organizational Behavior, Operations Management, Investments, Strategic Planning, Performance Benchmarking, Social Media, Time Management, Marketing
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Management
University of Innsbruck 2013 — 2013
Marketing and Anthropology
Glynn Academy 2008 — 2011
High School
RaceTrac Petroleum August 2015 - Present
RaceTrac Petroleum May 2015 - July 2015
Double Barrel Athens October 2012 - February 2015
Capstone Financial, LLC August 2014 - January 2015
Koki Software May 2014 - August 2014
Skills
Leadership, Public Speaking, Goal Oriented, Project Planning, Social Networking, Customer Service, Vendor Relations, Teamwork, Communication, Microsoft Excel, Human Resources, Mathematics, Determination, Management, Category Management, Finance, Sales, Result Oriented Approach, Customer Oriented, CRM, Email Marketing, Data Entry, Financial Reporting, Organizational Behavior, Operations Management, Investments, Strategic Planning, Performance Benchmarking, Social Media, Time Management, Marketing
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (BBA), Management
University of Innsbruck 2013 — 2013
Marketing and Anthropology
Glynn Academy 2008 — 2011
High School
Rachel Lumsden's Capstone Financial LLC Experience May 2015 - July 2015
Job Financial Services Intern at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC May 2015 - July 2015
KPMG May 2015 - May 2015
Impact Solutions Consulting Inc. May 2014 - July 2014
Callaway Gardens Resort October 2011 - January 2012
Skills
ADP Payroll, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, People Skills, Leadership, Management, Time Management, Finance
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
Harris County High School 2008 — 2012
Capstone Financial, LLC May 2015 - July 2015
KPMG May 2015 - May 2015
Impact Solutions Consulting Inc. May 2014 - July 2014
Callaway Gardens Resort October 2011 - January 2012
Skills
ADP Payroll, QuickBooks, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, People Skills, Leadership, Management, Time Management, Finance
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Senior
Harris County High School 2008 — 2012
Daniel Hays Daniel Hays's Capstone Financial LLC Experience May 2015 - Present
Job Summer Intern at Capstone Financial, LLC
Industry Marketing and Advertising
Experience
Capstone Financial, LLC May 2015 - Present
University of Georgia August 2012 - Present
Skills
Microsoft Excel, Marketing Strategy, SPSS, Marketing Communications, Financial Analysis
Education
The University of Georgia 2012 — 2016
Marketing
University of Georgia - Terry College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations, Junior
Capstone Financial, LLC May 2015 - Present
University of Georgia August 2012 - Present
Skills
Microsoft Excel, Marketing Strategy, SPSS, Marketing Communications, Financial Analysis
Education
The University of Georgia 2012 — 2016
Marketing
University of Georgia - Terry College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations, Junior
Hillard Bailey Hillard Bailey's Capstone Financial LLC Experience January 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Capstone Financial, LLC January 2015 - Present
Skills
Relocation, Buyer Representation, Sales Management
Education
Kennesaw State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Capstone Financial, LLC January 2015 - Present
Skills
Relocation, Buyer Representation, Sales Management
Education
Kennesaw State University 2012 — 2015
Bachelor's Degree, Finance and Financial Management Services
Rickley Gustave Rickley Gustave's Capstone Financial LLC Experience August 2014 - December 2014
Job Director of Events at Georgia State University Finance Society
Industry Financial Services
Experience
Georgia State University Portfolio Management Team August 2015 - Present
Georgia State University Finance Society August 2015 - Present
AIKG February 2012 - Present
Capstone Financial, LLC August 2014 - December 2014
ELIPS USA INC. July 2010 - December 2010
Skills
Investment Banking, Finance, Financial Modeling, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management, Social Media, Leadership, Teamwork, Customer Service
Education
Georgia State University 2013 — 2016
Bachelor's Degree, Accounting and Finance
Georgia State University Portfolio Management Team August 2015 - Present
Georgia State University Finance Society August 2015 - Present
AIKG February 2012 - Present
Capstone Financial, LLC August 2014 - December 2014
ELIPS USA INC. July 2010 - December 2010
Skills
Investment Banking, Finance, Financial Modeling, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Time Management, Social Media, Leadership, Teamwork, Customer Service
Education
Georgia State University 2013 — 2016
Bachelor's Degree, Accounting and Finance
Burke Allen Burke Allen's Capstone Financial LLC Experience May 2015 - Present
Job Financial Services Representative with Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC May 2015 - Present
Aflac June 2006 - Present
Skills
Cold Calling, Direct Sales, Customer Retention, Sales, Account Management, Customer Service, Customer Satisfaction, Sales Process, Sales Operations, Selling, Sales Presentations, Sales Management, Employee Benefits, Market Analysis, New Business Development, Business Analysis, Strategic Planning, Benefits Administration, Employee Benefits Design, Management, Insurance, Marketing, B2B, Business Development, Competitive Analysis, Strategy, Marketing Strategy, Market Planning, Operations Management, Process Improvement, Business Planning, Health Insurance, Finance, Six Sigma, Project Management
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Business management and strategy
Georgia Southern University 2001 — 2006
Bachelor of Science (B.S.), Psychology
Capstone Financial, LLC May 2015 - Present
Aflac June 2006 - Present
Skills
Cold Calling, Direct Sales, Customer Retention, Sales, Account Management, Customer Service, Customer Satisfaction, Sales Process, Sales Operations, Selling, Sales Presentations, Sales Management, Employee Benefits, Market Analysis, New Business Development, Business Analysis, Strategic Planning, Benefits Administration, Employee Benefits Design, Management, Insurance, Marketing, B2B, Business Development, Competitive Analysis, Strategy, Marketing Strategy, Market Planning, Operations Management, Process Improvement, Business Planning, Health Insurance, Finance, Six Sigma, Project Management
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Business management and strategy
Georgia Southern University 2001 — 2006
Bachelor of Science (B.S.), Psychology
Jason Olinger's Capstone Financial LLC Experience January 2013 - Present
Job Managing Associate & Financial Consultant at Capstone Financial, LLC / Technology Development at Asset Insight Inc.
Industry Financial Services
Experience
Capstone Financial, LLC January 2013 - Present
Asset Insight Inc January 2011 - Present
Lilly Hoffman Heart Foundation 2011 - 2014
Education
University of Mississippi School of Law
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Alabama, Manderson Graduate School of Business
Master of Business Administration (M.B.A.), Global Business
University of Alabama
Bachelor's Degree, Economics and Political Science
Huntingdon College
Bachelor's Degree, Economics and Finance
Capstone Financial, LLC January 2013 - Present
Asset Insight Inc January 2011 - Present
Lilly Hoffman Heart Foundation 2011 - 2014
Education
University of Mississippi School of Law
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Alabama, Manderson Graduate School of Business
Master of Business Administration (M.B.A.), Global Business
University of Alabama
Bachelor's Degree, Economics and Political Science
Huntingdon College
Bachelor's Degree, Economics and Finance
William Boyce William Boyce's Capstone Financial LLC Experience November 2013 - Present
Job Underwriting Assistant Equipment Breakdown Reinsurance at Zurich North America
Industry Financial Services
Experience
Zurich North America March 2015 - Present
Capstone Financial, LLC November 2013 - Present
Skills
Finance, Financial Services, Microsoft Excel, Financial Analysis, Insurance, Retirement, Analysis
Education
University of Mississippi 2009 — 2013
Bachelor of Science (B.S.), Finance, Risk Management and Insurance
Zurich North America March 2015 - Present
Capstone Financial, LLC November 2013 - Present
Skills
Finance, Financial Services, Microsoft Excel, Financial Analysis, Insurance, Retirement, Analysis
Education
University of Mississippi 2009 — 2013
Bachelor of Science (B.S.), Finance, Risk Management and Insurance
Keith Tobias Keith Tobias's Capstone Financial LLC Experience December 2008 - Present
Job Realistic independent business and financial advice.
Industry Financial Services
Experience
Capstone Financial LLC December 2008 - Present
Worksite Enrollment Services LLC May 1997 - Present
Competitive Business Strategies, Inc. July 1997 - September 1999
Data Systems Technology, Ins. October 1989 - July 1997
Applied Management Systems, Inc. September 1981 - October 1989
Jonathon Logan - Butte Knitt Division April 1980 - September 1981
Limestone College, Gaffney, SC September 1979 - July 1980
Fluor Daniel June 1978 - April 1980
Independent Contractor June 1978 - September 1979
Toby's Electric June 1968 - September 1974
Education
University of Phoenix 2009 — 2012
Mathematics Curriculum & Instruction
Bob Jones University, B.S., M. Ed. 1973 — 1979
B.S., M.Ed., Secondary Education, Mathematics
Capstone Financial LLC December 2008 - Present
Worksite Enrollment Services LLC May 1997 - Present
Competitive Business Strategies, Inc. July 1997 - September 1999
Data Systems Technology, Ins. October 1989 - July 1997
Applied Management Systems, Inc. September 1981 - October 1989
Jonathon Logan - Butte Knitt Division April 1980 - September 1981
Limestone College, Gaffney, SC September 1979 - July 1980
Fluor Daniel June 1978 - April 1980
Independent Contractor June 1978 - September 1979
Toby's Electric June 1968 - September 1974
Education
University of Phoenix 2009 — 2012
Mathematics Curriculum & Instruction
Bob Jones University, B.S., M. Ed. 1973 — 1979
B.S., M.Ed., Secondary Education, Mathematics
Jacqui McCray's Capstone Financial LLC Experience 2014 - Present
Job Director of Recruitment at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC 2014 - Present
TEKsystems October 2013 - September 2014
TEKsystems December 2012 - September 2013
School District of Osceola County October 2011 - December 2012
District School Board of Pasco County February 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access, CSS, JavaScript, Staffing Services, Technical Recruiting, System Administration, Team Leadership, Visio, SharePoint, Troubleshooting, Staff Augmentation, Software Documentation, Recruiting, Leadership, Project Management, Benefits Negotiation, Temporary Placement, Leadership Development
Education
University of Florida 2006 — 2009
Bachelor of Education (B.Ed.), Education
Highschool 2002 — 2006
Capstone Financial, LLC 2014 - Present
TEKsystems October 2013 - September 2014
TEKsystems December 2012 - September 2013
School District of Osceola County October 2011 - December 2012
District School Board of Pasco County February 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access, CSS, JavaScript, Staffing Services, Technical Recruiting, System Administration, Team Leadership, Visio, SharePoint, Troubleshooting, Staff Augmentation, Software Documentation, Recruiting, Leadership, Project Management, Benefits Negotiation, Temporary Placement, Leadership Development
Education
University of Florida 2006 — 2009
Bachelor of Education (B.Ed.), Education
Highschool 2002 — 2006
Kevin Hamill's Capstone Financial LLC Experience June 2015 - Present
Job Financial Advisor at Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC June 2015 - Present
Denny's August 2012 - August 2014
Kevin C. Hamill, Acupuncturist, PC January 1998 - April 2012
Albert Einstein College of Medicine September 1991 - June 1994
Skills
Stress, Financial Services, Customer Service, Finance, Team Building, Sales, Fitness, Life Insurance, Health Insurance, Accident Insurance, Fixed Annuities, Analysis, Series 7, Series 66, Variable Products
Education
New York College of Health Professions 1994 — 1997
M.S. Acupuncture, Traditional Chinese Medicine
Cornell University 1987 — 1991
Bachelor of Science (B.Sc.), Zoology/Animal Biology
Sachem High School 1983 — 1987
9-12
Capstone Financial, LLC June 2015 - Present
Denny's August 2012 - August 2014
Kevin C. Hamill, Acupuncturist, PC January 1998 - April 2012
Albert Einstein College of Medicine September 1991 - June 1994
Skills
Stress, Financial Services, Customer Service, Finance, Team Building, Sales, Fitness, Life Insurance, Health Insurance, Accident Insurance, Fixed Annuities, Analysis, Series 7, Series 66, Variable Products
Education
New York College of Health Professions 1994 — 1997
M.S. Acupuncture, Traditional Chinese Medicine
Cornell University 1987 — 1991
Bachelor of Science (B.Sc.), Zoology/Animal Biology
Sachem High School 1983 — 1987
9-12
Peter Heidenreich, CFP's Capstone Financial LLC Experience December 2007 - August 2008
Job Owner of Go Fish Costa Rica and Mirador B&B
Industry Financial Services
Experience
Mirador B&B February 2011 - Present
Go Fish Costa Rica October 2008 - Present
Capstone Financial, LLC December 2007 - August 2008
UBS Wealth Management August 2004 - November 2007
AXA Financial August 1997 - August 2004
Education
College for Financial Planning 2002 — 2003
CFP, CFP
Carthage College 1993 — 1997
BA, International Business
Mirador B&B February 2011 - Present
Go Fish Costa Rica October 2008 - Present
Capstone Financial, LLC December 2007 - August 2008
UBS Wealth Management August 2004 - November 2007
AXA Financial August 1997 - August 2004
Education
College for Financial Planning 2002 — 2003
CFP, CFP
Carthage College 1993 — 1997
BA, International Business
Jeff Heard's Capstone Financial LLC Experience October 2014 - Present
Job Financial Services Representative at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC October 2014 - Present
Capstone Financial, LLC March 2011 - October 2014
Capgemini November 2009 - April 2010
Primrose Schools Franchising Company March 2009 - October 2009
Turning Point Computers and Networking, LLC May 2008 - March 2009
LightRider Solutions, LLC September 2002 - April 2008
Qwest Communications April 2002 - September 2002
OpenService, Inc September 2000 - April 2002
MCI Systemhouse September 1997 - January 2000
MCI 1995 - 1997
Skills
Problem Solving, Purchasing, Vendor Relations, Vendor Management, Training, Product Management, Management, CRM, Integration, Project Management, Cisco Technologies, Business Development, Data Center, Analysis, Solution Selling, Telecommunications, Professional Services, SaaS, Strategic Planning, Networking, Cloud Computing, Servers, Enterprise Software, Account Management, Security, Salesforce.com, Sales, VoIP, Virtualization, Leadership, Network Security, Business Intelligence, Managed Services, Disaster Recovery, Team Leadership, Product Development, Consulting, System Deployment
Education
Southern Polytechnic State University 1988 — 1989
Capstone Financial, LLC October 2014 - Present
Capstone Financial, LLC March 2011 - October 2014
Capgemini November 2009 - April 2010
Primrose Schools Franchising Company March 2009 - October 2009
Turning Point Computers and Networking, LLC May 2008 - March 2009
LightRider Solutions, LLC September 2002 - April 2008
Qwest Communications April 2002 - September 2002
OpenService, Inc September 2000 - April 2002
MCI Systemhouse September 1997 - January 2000
MCI 1995 - 1997
Skills
Problem Solving, Purchasing, Vendor Relations, Vendor Management, Training, Product Management, Management, CRM, Integration, Project Management, Cisco Technologies, Business Development, Data Center, Analysis, Solution Selling, Telecommunications, Professional Services, SaaS, Strategic Planning, Networking, Cloud Computing, Servers, Enterprise Software, Account Management, Security, Salesforce.com, Sales, VoIP, Virtualization, Leadership, Network Security, Business Intelligence, Managed Services, Disaster Recovery, Team Leadership, Product Development, Consulting, System Deployment
Education
Southern Polytechnic State University 1988 — 1989
Jolie Sims, CTFA's Capstone Financial LLC Experience November 2012 - Present
Job Financial Advisor at Capstone Financial
Industry Financial Services
Experience
Capstone Financial, LLC November 2012 - Present
Oconee State Bank August 2008 - October 2012
Alpha Bank & Trust December 2007 - May 2008
Gainesville Bank & Trust January 2004 - December 2007
SunTrust Bank December 1999 - December 2003
Skills
Insurance, Investments, Strategic Financial..., Disability Insurance, Securities, Finance, Retirement, Long Term Care Insurance, Retirement Planning, Strategic Planning, Life Insurance, Wealth Management, Series 63, Series 7, 401k, Financial Services, Fixed Annuities
Education
The University of Georgia 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Capstone Financial, LLC November 2012 - Present
Oconee State Bank August 2008 - October 2012
Alpha Bank & Trust December 2007 - May 2008
Gainesville Bank & Trust January 2004 - December 2007
SunTrust Bank December 1999 - December 2003
Skills
Insurance, Investments, Strategic Financial..., Disability Insurance, Securities, Finance, Retirement, Long Term Care Insurance, Retirement Planning, Strategic Planning, Life Insurance, Wealth Management, Series 63, Series 7, 401k, Financial Services, Fixed Annuities
Education
The University of Georgia 1993 — 1997
Bachelor of Arts (BA), English Language and Literature, General
Richard Tull's Capstone Financial LLC Experience 2007 - Present
Job Financial Advisor at Capstone Financial CRN201511178174
Industry Financial Services
Experience
Capstone Financial, LLC 2007 - Present
Skills
Strategic Financial...
Education
DePauw University 1982 — 1986
Capstone Financial, LLC 2007 - Present
Skills
Strategic Financial...
Education
DePauw University 1982 — 1986
Channon N. Brooks's Capstone Financial LLC Experience January 2012 - Present
Job Administrative Assistant at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial, LLC January 2012 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
BBA
Capstone Financial, LLC January 2012 - Present
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
BBA
Bobby Thames's Capstone Financial LLC Experience June 2012 - August 2012
Job
Industry
Experience
Capstone Financial, LLC June 2012 - August 2012
Rathbun's May 2008 - May 2010
Matthew Thames Attorney at Law Dalton June 2005 - August 2006
Education
Terry College Of Business
Bachelor of Business Administration, Economics
The University of Georgia
Capstone Financial, LLC June 2012 - August 2012
Rathbun's May 2008 - May 2010
Matthew Thames Attorney at Law Dalton June 2005 - August 2006
Education
Terry College Of Business
Bachelor of Business Administration, Economics
The University of Georgia
Margaret Maranuk's Capstone Financial LLC Experience February 2010 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
SolomonEdwardsGroup September 2011 - January 2012
Capstone Financial, LLC February 2010 - May 2010
Samaritan Ministry August 2006 - October 2007
Skills
Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Sales, Customer Service, Financial Analysis, Marketing, Business Development
Education
Florida State University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
SolomonEdwardsGroup September 2011 - January 2012
Capstone Financial, LLC February 2010 - May 2010
Samaritan Ministry August 2006 - October 2007
Skills
Microsoft Word, Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Sales, Customer Service, Financial Analysis, Marketing, Business Development
Education
Florida State University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Sean Hickox's Capstone Financial LLC Experience August 2013 - October 2013
Job Area Manager at The Jones Company Flash Foods
Industry Retail
Experience
The Jones Company - Flash Foods October 2013 - Present
Capstone Financial, LLC August 2013 - October 2013
Coca-Cola Bottling Company United, Inc. May 2010 - July 2013
Southern Eagle Distributing June 2008 - May 2010
Skills
Financial Planning, Inventory Management, Financial Analysis, Merchandising
Education
Georgia Southern University - College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Management
Valdosta State University 2008 — 2008
The Jones Company - Flash Foods October 2013 - Present
Capstone Financial, LLC August 2013 - October 2013
Coca-Cola Bottling Company United, Inc. May 2010 - July 2013
Southern Eagle Distributing June 2008 - May 2010
Skills
Financial Planning, Inventory Management, Financial Analysis, Merchandising
Education
Georgia Southern University - College of Business Administration 2009 — 2013
Bachelor of Business Administration (BBA), Management
Valdosta State University 2008 — 2008