Capstone Partners Financial and Insurance Services

Description

Address: 4695 MacArthur Ct #1000, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 660-1717Category: : Website: : Place name: : : : : Website: http://www.capstonepartnersco.com/ Category: Insurance agency 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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capstone Partners Posting publicly on the Web Write a review Reviews Be the first to review

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Capstone Partners Financial and Insurance Services Employees

Employee
Years
Job
Industry
Dave Connelly Dave Connelly Orange County, California Area Details
Dave Connelly's Capstone Partners Financial and Insurance Services Experience April 2015 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Insurance
Experience
Capstone Partners Financial and Insurance Services   April 2015 - Present
Assurant Employee Benefits  September 2013 - April 2015
AIG Benefit Solutions  June 2008 - August 2013
Sun Life Financial  June 2006 - June 2008
Genworth Financial  January 2001 - June 2006
GE Financial  January 1995 - January 2001

Skills
Sales Operations, Term Life Insurance, Insurance, Sales Management, Property & Casualty..., Recruiting, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Training, Brokers, Long-term Care, Strategic Planning, Sales, Management, Workers Compensation, Business Strategy, Customer Retention, Human Resources, Underwriting, Voluntary Products

Education
Villanova University   1989 — 1993
BS, Business Administration, Finance

University of California, Irvine

University of California, Irvine

University of California, Irvine

Greg Karis Greg Karis Santa Monica, California Details
Greg Karis's Capstone Partners Financial and Insurance Services Experience October 2013 - Present
Job Associate at Aligne Wealth Preservation & Insurance Services, LLC
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC   March 2015 - Present
Capstone Partners Financial and Insurance Services   October 2013 - Present
Network Hardware Resale  January 2011 - March 2013
Network Hardware Resale  November 2009 - January 2011
Waterproof Electronics Inc.   January 2009 - January 2010

Skills
Sales Management, Market Research, Online Marketing, Social Media Marketing, Cisco, Relationship building, Portfolio Management, Personal Finance, Wealth Management

Education
California State University Channel Islands   2005 — 2009
BS, Business Entrepreneurship - Minor: Economics

Griffith University   2008 — 2009
BS, International Business

Andrew Traw Andrew Traw San Francisco Bay Area Details
Andrew Traw's Capstone Partners Financial and Insurance Services Experience January 2013 - August 2013
Job Financial Representative
Industry Financial Services
Experience
401(k) Advisors   December 2013 - October 2014
Capstone Partners Financial and Insurance Services   January 2013 - August 2013
Northwestern Mutual  2007 - 2009

Education
American University   2003 — 2005
Master's degree, International Economic Policy

California State University-Fresno   1997 — 2002
Bachelor of Arts (B.A.), Economics

Robyn Carter Robyn Carter Greater Los Angeles Area Details
Robyn Carter's Capstone Partners Financial and Insurance Services Experience March 2014 - August 2014
Job Currently Seeking Employment
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Services, LLC   September 2014 - July 2015
Capstone Partners Financial and Insurance Services   March 2014 - August 2014
MetLife Investors  December 2011 - March 2014

Skills
Series 63, Series 6, Retirement Planning, Wealth Management, Financial Services, Insurance, Life Insurance License

Education
Clark Atlanta University   2008 — 2011
Bachelor of Arts (B.A.), Business Administration - Finance

Auriel E. Streit Auriel E. Streit Greater Los Angeles Area Details
Auriel E. Streit's Capstone Partners Financial and Insurance Services Experience October 2012 - March 2013
Job Business Development at Streit Lending
Industry Real Estate
Experience
Streit Lending   March 2013 - Present
Capstone Partners Financial and Insurance Services   October 2012 - March 2013

Skills
Public Speaking, Leadership, Real Estate, Business Networking, Business Development, Real Estate Lending, Bridge Loans, Real Estate Financing, Hard Money Lending, Residential Mortgages, Commercial Mortgages, Mortgage Lending, Commercial Lending, Asset Based Lending, Investments, Investment Properties, Commercial Real Estate, Loans, Mutual Funds

Education
University of Southern California   2008 — 2012
Bachelor of Arts (B.A.), Economics

Ray Annunziata Ray Annunziata Irvine, California Details
Ray Annunziata's Capstone Partners Financial and Insurance Services Experience February 2015 - Present
Job ✬ Sales, Inside Sales, Negotiations, Business Development, Follow Up, Problem Resolution, Cold Calling ✱
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   February 2015 - Present
Sperry Top-Sider  January 2013 - December 2014
Sports Authority  November 2010 - March 2013

Skills
Customer Service, Retail, Leadership, Social Networking, Microsoft Office, Management, Inventory Management, PowerPoint, Merchandising, Microsoft Word, Marketing, Social Media, Microsoft Excel, Public Speaking, Social Media Marketing, Time Management, Facebook, Sales, Teamwork, Event Planning, Marketing Strategy, Communication, Team Leadership

Education
Chapman   2012 — 2014
Political science

Oregon State University   2009 — 2010
Political Science

Jared Sacco Jared Sacco Los Angeles, California Details
Jared Sacco's Capstone Partners Financial and Insurance Services Experience September 2014 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   September 2014 - Present
Precision Wealth Financial & Insurance Services, Inc.   2014 - 2014
Ararat International   2013 - 2014

Skills
LaTeX, Mathematical Modeling, Applied Mathematics, C++, Matlab, Algorithms, Numerical Analysis, Machine Learning, Fortran, Mathematica, Social Media, Python, Public Speaking, Data Analysis, Quantitative Finance, Computer Science, Physics, Maple, Monte Carlo Simulation, Statistics, Microsoft Office, Data Mining, Signal Processing, Image Processing, PowerPoint, Statistical Modeling, Simulations

Education
UCLA   2008 — 2011
BS, Applied Mathematics

Case Western Reserve University

Case Western Reserve University

Case Western Reserve University

Steven Falcone Steven Falcone Santa Barbara, California Area Details
Steven Falcone's Capstone Partners Financial and Insurance Services Experience October 2015 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   October 2015 - Present
Active Life Scientific, Inc.   July 2014 - September 2015
Bryn Neil International  December 2014 - May 2015
Rose Canyon Cantina and Grille   August 2010 - September 2013
Solar by Sunbelt   April 2009 - July 2012

Skills
Financial Planning, Financial Analysis, Life Insurance, Disability Insurance, Fixed Annuities, Accounting, Financial Reporting, Microsoft Excel, Public Speaking, Microsoft Office, Social Networking, Customer Service, Budgets, Banking, Marketing, Social Media, Teamwork, Microsoft Word, Facebook, PowerPoint, Sales, Start-ups, Time Management, Business Development, Account Management, Communication, Business Analysis, Business Planning

Education
University of California, Santa Barbara   2013 — 2015
economics and accounting

Saddleback College   2010 — 2013

Ahmed Muhtaseb Ahmed Muhtaseb Fullerton, California Details
Ahmed Muhtaseb's Capstone Partners Financial and Insurance Services Experience August 2014 - April 2015
Job Financial Advisor at Capstone Partners Financial and Insurance Services
Industry Government Administration
Experience
Northwestern Mutual  April 2015 - Present
Capstone Partners Financial and Insurance Services   August 2014 - April 2015
Interwest Consulting Group  January 2012 - July 2012
Interwest Consulting Group  January 2012 - July 2012
The Tutoring Guy   January 2005 - March 2010
Willdan  July 2006 - September 2008
Plan Checks   July 2006 - September 2008

Skills
ArcGIS, GIS, Synchro, AutoCAD, HCS, Drainage, Microsoft Office, Engineering, Proposal Writing, Hydrology, Process Improvement, Stormwater Management, Microstation, Research, Civil Engineering, Customer Service, PowerPoint, Microsoft Excel, Social Networking

Education
Cal State Fullerton   2002 — 2011
Bachelor of Science (B.S.), Civil Engineering

California State University   2002 — 2008
B.S, Civil Engineering

Murrieta Valley High School   1998 — 2002

Kellen Doop Kellen Doop Greater Los Angeles Area Details
Kellen Doop's Capstone Partners Financial and Insurance Services Experience January 2010 - Present
Job
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2010 - Present
Michel Financial Group  January 2008 - January 2010
Northwestern Mutual  August 2004 - January 2008

Skills
Life Insurance, Commercial Insurance, Retirement Planning, Fixed Annuities, Property & Casualty..., Mutual Funds, Risk Management, Retirement, Financial Reporting, Variable Annuities, Series 63, Series 6

Education
University of California, Irvine
Economics

Hank Norman Hank Norman Greater Los Angeles Area Details
Hank Norman's Capstone Partners Financial and Insurance Services Experience January 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2009 - Present
Northwestern Mutual  2009 - March 2012
FYR   2007 - 2009
Park West Companies, Inc.   2004 - 2007
Landscape Development, Inc.   2000 - 2004

Skills
Retirement Planning, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Estate Planning, Mutual Funds, Investments, Tax Advisory, Retirement, Securities, Insurance, Life Insurance, Strategic Financial..., Financial Advisory, Small Business, 401k, Finance, Employee Benefits, Wealth Management, Financial Planners, Financial Services, Long-term Care, Wealth, Series 7, Investment Advisory, Asset Allocation, IRAs, Wealth Accumulation, Series 6, Series 63, Portfolio Management, Term Life Insurance, Whole Life, Investment Strategies, Asset Management, Personal Financial..., Critical Illness, Risk Management, Equities, Health Insurance, Financial Goals, Relationship Management, College Savings Plans, 529 Plans, Variable Annuities, Roth IRA, Sales, Marketing, Contract Negotiation, Strategic Planning

Education
Colorado State University   1994 — 1998
Bachelor of Science

Kevan Moscoso Kevan Moscoso Greater Los Angeles Area Details
Kevan Moscoso's Capstone Partners Financial and Insurance Services Experience January 2014 - Present
Job New Business Coordinator
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2014 - Present
Capstone Partners Financial and Insurance Services   July 2012 - January 2014
Strategic Financial Group  September 2011 - June 2012

Skills
Insurance, Finance, Microsoft Office, Customer Service, Strategic Financial..., Social Media, Microsoft Excel, Accounting, Social Networking, Business Development, PowerPoint, Microsoft Word, Marketing Strategy, E-commerce, Planning Budgeting &..., Nonprofits, Education, Training, Employee Training, Web Design, Web Development, User Interface Design

Education
California State University-Northridge   2004 — 2011
Bachelor of the Arts Humanities, Asian American Studies

David Soloway, MBA David Soloway, MBA Chicago, Illinois Details
David Soloway, MBA's Capstone Partners Financial and Insurance Services Experience May 2014 - May 2015
Job MBA
Industry Financial Services
Experience
Global Hunter Securities  August 2015 - Present
Capstone Partners Financial and Insurance Services   May 2014 - May 2015
L88 Investments LLC   June 2013 - October 2013
Rusnak Auto Group  May 2012 - August 2012
Scheuten   August 2011 - January 2012
Westlake Lacrosse Club   2008 - 2012
The Men's Wearhouse, Inc   May 2010 - May 2011

Skills
Sales, Microsoft Excel, Customer Service, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Sales Management, Forecasting, Management, Marketing, Retail, Time Management, Market Research, Databases, Database Design, Managing Database, Team Building, Team Leadership, Teamwork, Social Media

Education
Chapman University, The George L. Argyros School of Business and Economics   2013 — 2015
Master of Business Administration (M.B.A.), MBA, Strategic Management, Financial Management, Integrated Marketing Campaign, Opera

Chapman University   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General

University of Virginia   2012 — 2012
Semester at Sea Spring Voyage

Westlake High School   2007 — 2010

Marcus Minami Marcus Minami Dallas, Texas Details
Marcus Minami's Capstone Partners Financial and Insurance Services Experience September 2013 - March 2014
Job On Premise Sales Rep at MillerCoors
Industry Food & Beverages
Experience
MillerCoors  May 2014 - Present
Capstone Partners Financial and Insurance Services   September 2013 - March 2014
MLM Group Inc.   July 2013 - September 2013
Beacon Pointe Advisors  June 2012 - August 2012
Orange County Community Foundation  July 2011 - September 2011
PVP Advanced EO, Inc.   June 2010 - August 2010
Tiger Woods Learning Center  April 2007 - August 2009

Skills
Team collaborator, Organized, Persistence, Dependable Team Player, Sales, Marketing, Finance

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2013
Bachelor of Science (B.S.), Marketing and Finance

Universidad Pablo de Olavide   2012 — 2012
Business

Jessica Briles Jessica Briles Orange County, California Area Details
Jessica Briles's Capstone Partners Financial and Insurance Services Experience August 2015 - Present
Job Training Coordinator at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   August 2015 - Present
Azusa Pacific University  February 2013 - August 2015
Azusa Pacific University  May 2012 - December 2012
Azusa Pacific University  March 2012 - December 2012
Our Neighborhood Homework House  January 2012 - May 2012

Skills
Event Planning, Public Speaking, Fundraising, Microsoft Excel, Leadership, Organizational Behavior, Data Entry, Leadership Development, Budget Process, Community Outreach, Organizational..., Social Media, Nonprofits, Organizational..., Organizational..., Teamwork, Team Leadership, Team Building, Training, Training Leadership, Student Leadership, Group Dynamics, Information Systems, Research, Non-profits, Customer Service, Conflict Management, Event Management, Public Relations, Facebook, PowerPoint, Microsoft Word, Microsoft Publisher, Google Docs, Editing, Teaching, English

Education
Azusa Pacific University   2013 — 2014
Master's Degree, Leadership and Organizational Studies

Azusa Pacific University   2010 — 2012
Bachelor of Arts (BA), Communication Studies: Interpersonal & Organizational Emphasis

Sierra College   2008 — 2010
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities

Jeremy Greenwood Jeremy Greenwood Brea, California Details
Jeremy Greenwood's Capstone Partners Financial and Insurance Services Experience February 2014 - August 2014
Job Business Banker at Bank of America
Industry Banking
Experience
Bank of America  January 2015 - Present
Capstone Partners Financial and Insurance Services   February 2014 - August 2014
Bank of America  February 2012 - January 2014
Bank of America  April 2011 - February 2012
Bank of America  July 2010 - April 2011
Connect Arkansas   October 2009 - December 2009
University of Arkansas at Little Rock  August 2009 - December 2009
University of Arkansas at Little Rock  August 2005 - December 2009

Skills
Financial Analysis, Risk Management, Auditing, Project Management, Loans, Operational Risk, Data Analysis, Process Writing, Loan Servicing, Employee Training, Customer Experience, Customer Retention, Financial Services, Retirement Planning, Call Centers, Problem Solving, Operations Management, Mortgage Banking, Loss Mitigation, Risk Assessment, Customer Service, Finance, Microsoft Excel, Microsoft Word, AS400 system, Equator, LPS Desktop, PowerPoint, Outlook, Banking

Education
Southern New Hampshire University   2014 — 2016
Master’s Degree, Information Technology Data Analytics

University of Arkansas at Little Rock   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

David W. Bennett, CFP, CLU, CFS David W. Bennett, CFP, CLU, CFS Newport Beach, California Details
David W. Bennett, CFP, CLU, CFS's Capstone Partners Financial and Insurance Services Experience January 2012 - Present
Job Supervisory Officer & Financial Planning Practitioner at Capstone Partners Financial & Insurance Services, LLC
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2012 - Present
Total Financial Concepts   June 1987 - Present
FMC Financial Group  July 1990 - December 2011
FMC Financial Group  1991 - 2002
FMC Financial Group  1992 - 1995

Education
University of California, Los Angeles   1986 — 1987
Professional Designation Personal Financial Planning, Financial Planning and Services

Pomona College   1976 — 1980
Bachelor of Arts (B.A.), English Literature

Harvard High School   1971 — 1976

Robbie Blauer CRPC®, CMFC® Robbie Blauer CRPC®, CMFC® Orange County, California Area Details
Robbie Blauer CRPC®, CMFC®'s Capstone Partners Financial and Insurance Services Experience November 2014 - Present
Job Registered Representative at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   November 2014 - Present
Signator Investors   December 2009 - November 2014
Signature Resources  June 2009 - November 2014
San Diego Padres  June 2007 - April 2009

Skills
Baseball, Sports Management, Sports, Retirement Planning, Sports Marketing, Wealth Management, Sales, Investments, Strategic Planning, Strategic Financial..., Estate Planning, Insurance, Real Estate, 401k, Series 7, Retirement, Asset Allocation, Series 63, Fixed Annuities, Mutual Funds, Series 6, Disability Insurance, Life Insurance, Asset Management, IRAs, 529 Plans, Alternative Investments, Equities, Financial Analysis, Investment Advisory, Investment Strategies, Long-term Care, Portfolio Management, Securities, Series 65, Financial Planning

Education
University of California, Santa Barbara   2005 — 2007

Lionel Adams Lionel Adams Irvine, California Details
Lionel Adams's Capstone Partners Financial and Insurance Services Experience April 2013 - February 2014
Job Independent Agent at DaVinci Financial & Insurance Associates
Industry Financial Services
Experience
DaVinci Financial & Insurance Associates  February 2014 - Present
Capstone Partners Financial and Insurance Services   April 2013 - February 2014
Experience Unlimited  January 2013 - April 2013
The Boeing Company  June 2003 - January 2013
Boeing  2002 - 2013

Skills
Process Improvement, Leadership, Strategy, Project Management, Team Building, Program Management, Analysis, Budgets, Project Planning, Cross-functional Team..., Manufacturing, Integration, Business Analysis, Business Process..., Change Management, Risk Management, Systems Engineering, Vendor Management, Strategic Planning, Operations Management, Performance Improvement, Configuration Management, Negotiation, Policy, New Business Development, Management, Business Planning, Training, Team Leadership, Operations Improvement, Imaging Solutions, Shared Services, Digital Printing, SharePoint, Visio, Marketing, Sales, Life Insurance, Long Term Care Insurance

Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Business Administration and Management, General

Keller Graduate School of Management of DeVry University
Masters, Telecommunications Management

Tim Denton Tim Denton Greater Los Angeles Area Details
Tim Denton's Capstone Partners Financial and Insurance Services Experience July 2008 - Present
Job Registered Representative
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   July 2008 - Present
Fastenal  November 2007 - May 2008

Skills
Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Investments, Mutual Funds, Retirement, Long Term Care Insurance, Financial Analysis, Variable Annuities, Life Insurance, Employee Benefits, Wealth Management..., Asset Management, Personal Finance, Term Life Insurance, Life & Health Insurance..., Securities, Portfolio Management, Finance, IRAs, Wealth, Financial Services, 401k, Series 63, Financial Advisory

Education
University of San Diego   2004 — 2008
BA, Business Administration, Spanish

La Fundacion Jose Ortega y Gasset   2006 — 2006

Chaminade

Anthony De Stefanis, MBA Anthony De Stefanis, MBA Los Angeles, California Details
Anthony De Stefanis, MBA's Capstone Partners Financial and Insurance Services Experience January 2013 - April 2013
Job Financial Advisor
Industry Financial Services
Experience
Capstone Partners Financial / MM   April 2013 - June 2015
Capstone Partners Financial and Insurance Services   January 2013 - April 2013
AXA Advisors  July 1999 - January 2013
Sherman Oaks Chamber of Commerce  2007 - 2010
The Walt Disney Company  1993 - 1998
SAG, AEA - Actor   January 1978 - December 1995

Skills
Retirement Planning, Wealth Management, Fixed Annuities, Series 7, Strategic Financial..., Investment Advisory, Mutual Funds, Retirement, 401k, Estate Planning, Investments, Securities, Wealth, Risk Management, Equities, Insurance, Financial Analysis, Asset Management, Life Insurance, Small Business, Financial Advisory

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1996 — 1998
MBA, Business/Marketing

Webster University   1978 — 1982
BFA, Acting/Directing

Ryan Logan, CFP®, ChFC®, MDRT member Ryan Logan, CFP®, ChFC®, MDRT member Greater Los Angeles Area Details
Ryan Logan, CFP®, ChFC®, MDRT member's Capstone Partners Financial and Insurance Services Experience 2014 - Present
Job Financial Advisor at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   2014 - Present
Northwestern Mutual  2011 - 2014
Absolute Insights, Inc.   2001 - 2008

Skills
Investments, Retirement Planning, Finance, Management, Series 7, Market Research, Business Development, Strategic Planning, Life Insurance, Securities, Financial Advisory, Analysis, Business Analysis, Wealth Management, Fundraising, Financial Analysis, Brand Development, Customer Service, Marketing Research, Program Management, Financial Services, Retirement, Small Business, Insurance

Education
California State University-Long Beach - College of Business Administration   1997 — 2003
Bachelor of Science in Business Administration, Finance (Investments Concentration)

California State University-Long Beach - College of Business Administration   1997 — 2003
Bachelor of Science in Business Administration, Marketing

Investment Banking Institute   2010 — 2010
Financial Modeling and Valuation

Durango High School   1992 — 1997
Diploma

J. Corey Reid J. Corey Reid Greater Los Angeles Area Details
J. Corey Reid's Capstone Partners Financial and Insurance Services Experience July 2013 - December 2013
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A.   December 2013 - Present
Capstone Partners Financial and Insurance Services   July 2013 - December 2013
New York Life Insurance Company  December 2011 - June 2013
Bank of America Home Loans  May 2011 - December 2011
Prospect Mortgage, LLC  August 2010 - May 2011
Civil Air Patrol  2010 - 2011
Civil Air Patrol  2010 - 2011
MetLife Home Loans  July 2009 - September 2010
MetLife Home Loans  September 2008 - June 2009
First Horizon Home Loans  May 2007 - August 2008

Education
St. Lawrence University   1989 — 1993
B.S., Biology

St.George's School   1985 — 1989

Kristen Sonntag Kristen Sonntag Newport Beach, California Details
Kristen Sonntag's Capstone Partners Financial and Insurance Services Experience January 2015 - Present
Job Sales Assistant at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2015 - Present
Merrill Lynch  2000 - 2008
Charles Schwab  1990 - 2000

Skills
Investments, Mutual Funds, Management, Retirement Planning, Life Insurance, Insurance, Customer Service, Series 7, Marketing, Wealth Management

Education
Boston College   1984 — 1988
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

Boston College   1984 — 1988
Bachelor's degree, Speech Communications and Marketing

Jenn Whealen Jenn Whealen Studio City, California Details
Jenn Whealen's Capstone Partners Financial and Insurance Services Experience January 2014 - May 2014
Job Executive Assistant
Industry Health, Wellness and Fitness
Experience
Regal Medical Group, Lakeside Community Healthcare   June 2014 - Present
Capstone Partners Financial and Insurance Services   January 2014 - May 2014
St. Monica Catholic High School  January 2013 - May 2013
St. Monica Catholic Community  January 2012 - January 2013
ELITE AVIATION, LLC  September 2011 - December 2011
ART OF WHITE, INC   January 2008 - August 2011
STARBUCKS COFFEE COMPANY  June 2005 - September 2008

Skills
Management, Nonprofits, Event Planning, Outlook, Research, Staff Development, Event Management, Microsoft Office, Fundraising, Data Entry, Customer Service, Marketing, Training, Sales, Microsoft Excel

Education
California Lutheran University   2006 — 2009
BA, Studio Art

Chaminade College Preparatory   2000 — 2004
HS Diploma

Robert Perez III Robert Perez III Orange County, California Area Details
Robert Perez III's Capstone Partners Financial and Insurance Services Experience October 2014 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   October 2014 - Present
Northwestern Mutual  February 2012 - September 2014
New York Life Insurance Company  May 2008 - February 2012
Laguna Niguel Chamber of Commerce   2009 - 2010

Skills
Strategic Planning, Business Planning, Disability Insurance, Strategy, Small Business, Insurance, Retirement Planning, Strategic Financial..., Customer Service, Employee Benefits, Life Insurance, Wealth, Entrepreneurship, Leadership, Sales, Finance, Coaching, Management, Marketing, Long-term Care, Time Management, Sales Management, New Business Development, Financial Planning

Education
Saddleback College   2001 — 2003
Business

Dana Hills High   1997 — 2001

Victoria Dickerson Victoria Dickerson Greater Los Angeles Area Details
Victoria Dickerson's Capstone Partners Financial and Insurance Services Experience June 2015 - Present
Job Recruiting Coordinator at Capstone Partners Financial and Insurance Services
Industry Human Resources
Experience
Capstone Partners Financial and Insurance Services   June 2015 - Present
The Millman Team   January 2015 - May 2015
Lyon Communities  February 2014 - July 2014

Skills
Fundraising, Social Media Marketing, Event Planning, Microsoft Office, Social Media, Social Networking, Customer Service

Education
University of Southern California
Bachelor of Arts (B.A.), Political Science

Brooke Rousselet Kaye Brooke Rousselet Kaye Newport Beach, California Details
Brooke Rousselet Kaye's Capstone Partners Financial and Insurance Services Experience May 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   May 2015 - Present
GoEngineer  April 2013 - April 2015
Earthly Body  May 2011 - April 2013
RiverRidge Golf Complex   June 2011 - January 2013
University of Oregon  January 2010 - December 2012
University of Oregon  September 2009 - December 2012

Skills
Sales, Customer Service, Microsoft Office, Adobe, Stata, Marketing, Selling, Management, Leadership, Photography, InDesign, Entrepreneurship, Salesforce.com, Social Networking, Social Media Marketing, Market Research, Microsoft Excel, Social Media, Time Management, Facebook, Product Development, Account Management

Education
University of Oregon   2009 — 2012
Bachelor of Science (B.S.), Economics

University of Arizona   2008 — 2009
Pre-Business

Chaminade College Preparatory   2004 — 2008
High School Diploma, Blue Ribbon

Chris Hanly Chris Hanly Newport Beach, California Details
Chris Hanly's Capstone Partners Financial and Insurance Services Experience January 2015 - March 2015
Job Investment Related Services
Industry Financial Services
Experience
Alpine Mortgage Planning  July 2015 - Present
Capstone Partners Financial and Insurance Services   January 2015 - March 2015
Wells Fargo Bank  August 2014 - January 2015
JPMorgan Chase & Co.   June 2010 - May 2014

Skills
Investments, Banking, Portfolio Management, Credit, Financial Services, Credit Analysis, Relationship Management, Loans, Mortgage Lending, Commercial Banking, Wealth Management

Education
Pasadena City College   2008 — 2010
Accounting and Business/Management

Christina Wada Christina Wada Orange County, California Area Details
Christina Wada's Capstone Partners Financial and Insurance Services Experience January 2014 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   January 2014 - Present

Education
California State Polytechnic University-Pomona   2009 — 2013
Bachelor of Science (B.S.) in International Business, Minor in Finance

Sarah Purdum Sarah Purdum Greater Los Angeles Area Details
Sarah Purdum's Capstone Partners Financial and Insurance Services Experience January 2015 - March 2015
Job Actress and Narrator
Industry Entertainment
Experience
Capstone Partners Financial and Insurance Services   January 2015 - March 2015
Capstone Partners Financial and Insurance Services   June 2014 - December 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Negotiation, Editing, Acting, Comedy

Education
Boston University   2007 — 2011
Bachelor of Fine Arts (BFA), Acting

London Academy of Music and Dramatic Arts   2010 — 2010
Calssical Acting

Pollin Farzin Pollin Farzin Greater Los Angeles Area Details
Pollin Farzin's Capstone Partners Financial and Insurance Services Experience April 2015 - Present
Job Agency Recruiter at Capstone Partners
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   April 2015 - Present
Beverly Hills Vein Center   September 2010 - Present
ATM Worldwide Services   August 2009 - February 2012
Macquarie Cook Energy  February 2008 - June 2009

Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, English, Photoshop, HTML, Java, C, C++, Recruiting, Marketing, Team Leadership, Sales, Financial Analysis, Leadership, Strategic Planning, Administrative..., Healthcare, Access, OS X, Social Media Marketing, Surgery, Hospitals, Event Planning, Social Networking, Windows, Facebook, Budgets, Accounting, Time Management, Teaching, Accounts Payable, Analysis, Editing, Data Entry, Project Management, Fundraising, Medical Terminology, Cpr Certified, Outlook, Marketing Strategy, Clinical Research, Contract Negotiation

Education
University of California, Los Angeles
Bachelor's Degree, Women Studies

University of California, Los Angeles

Erik Arce Erik Arce Irvine, California Details
Erik Arce's Capstone Partners Financial and Insurance Services Experience September 2015 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   September 2015 - Present
Student  March 2015 - August 2015
Northwestern Mutual  January 2015 - March 2015
Target  January 2013 - September 2013
United States Marine Corps  November 2006 - November 2011
Mesilla Valley Transportation  February 2005 - August 2005

Skills
Electronics, Wind Turbines, Solar Energy, CCNA, Six Sigma, Safety, Cpr Certified, Computer Maintenance, Cisco Technologies, Telecommunications, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Computer Hardware, Leadership, Management, Wireless Networking, Military Training, Public Speaking, CompTIA A Certification, Coaching, Fundraising, Data Entry, Security, Forklift Operator, Supervising, PowerPoint, Switches, Security Clearance, Teamwork, Troubleshooting, Military, Time Management, Team Leadership, Networking, Critical Thinking, Team Building, Training, Leadership Development, Interviews, Government, Logistics, Telephone Skills, Social Networking, Policy, Forklift Operation, Security

Education
California State University-Fullerton   2013 — 2015
Bachelor's degree, Finance, Business, 3.000

Irvine Valley College   2012 — 2013
Associates, Business Administration

University of Texas   2005 — 2006
General Education

Rodney Pierre-Paul Rodney Pierre-Paul Atlanta, Georgia Details
Rodney Pierre-Paul's Capstone Partners Financial and Insurance Services Experience January 2011 - April 2011
Job Operations Supervisor at ABF Freight System
Industry Package/Freight Delivery
Experience
ABF Freight System  December 2013 - Present
Courier Express  November 2012 - November 2013
Georgia National Guard  June 2012 - October 2012
Hapeville Charter School   August 2011 - May 2012
Newell Recycling, LLC  May 2011 - July 2011
Capstone Partners Financial and Insurance Services   January 2011 - April 2011
UPS  April 2006 - December 2010

Skills
Transportation..., Transportation, LTL, Freight, 3PL, Warehousing, Dispatching, Logistics, Truckload, Air Freight, Logistics Management, Shipping, Warehouse Management, Trucking, Freight Forwarding

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2010
Bachelor of Business Administration (BBA), Accounting and Business/Management

Atlanta Metropolitan College   2006 — 2008
Associate of Science (AS), Business Administration and Management, General

Kam Khadivi Kam Khadivi Newport Beach, California Details
Kam Khadivi's Capstone Partners Financial and Insurance Services Experience May 2015 - Present
Job New Business Coordinator at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   May 2015 - Present
Capstone Partners Financial and Insurance Services   June 2014 - Present

Skills
Sales, Financial Services, Risk Management, Insurance, Life Insurance, Disability Insurance, College Savings Plans, CRM, Phone Etiquette, Customer Service, Management, Merchandising, Windows, Apple, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Social Networking, Social Media, Food Service Operations, Retail, Point of Purchase, Inventory Management, Inventory Control, Job Scheduling, Research, Training, Project Management, Public Speaking, English, French

Education
California Polytechnic State University-San Luis Obispo   2008 — 2010
History

California State University-Long Beach   2001 — 2003
General Studies

St. Margaret‘s Episcopal High School   1998 — 2001
High-School Diploma

Brett Rogers Brett Rogers Newport Beach, California Details
Brett Rogers's Capstone Partners Financial and Insurance Services Experience November 2013 - August 2014
Job Associate at PrideCo Capital Management
Industry Financial Services
Experience
PrideCo Capital Management   January 2015 - Present
Marketing  August 2012 - Present
KBS Capital Markets Group  September 2014 - December 2014
Capstone Partners Financial and Insurance Services   November 2013 - August 2014
Idea Hall  August 2013 - November 2013
THT Construction Inc.   December 2008 - November 2013
California State University, Fullerton  August 2012 - August 2013
PRactical ADvantage Communications  January 2013 - May 2013
Nordstrom  December 2010 - June 2012
USO  May 2011 - May 2011

Skills
Management, Real Estate, Marketing, Strategic Planning, Real Estate Private..., Real Estate Financing, Real Estate Development, Commercial Real Estate, Family Office, Direct Lending, Community Outreach, Press Releases, Sales, Social Media

Education
California State University-Fullerton   2010 — 2013
Bachelor's degree, Public Relations

Dong-ah Institute of Media and Arts   2011 — 2011
Exchange Program, Public Relations, Video Production, Film Making

Orange Coast College   2007 — 2010
Transfer Units, Business Administration and Management, General

Paxton Moore Paxton Moore Atlanta, Georgia Details
Paxton Moore's Capstone Partners Financial and Insurance Services Experience June 2012 - July 2012
Job Intern at MassMutual Southwest
Industry Legislative Office
Experience
MassMutual Southwest  June 2015 - Present
Texas Senate  May 2014 - August 2014
Capstone Partners Financial and Insurance Services   June 2012 - July 2012

Skills
Constituent Services, Public Speaking, Microsoft Office

Education
The University of Texas at Austin   2013 — 2017
Government, Liberal Arts and Sciences/Liberal Studies, Sophomore

The Westminster Schools   2006 — 2013
High School Diploma

Phil Blum Phil Blum United States Details
Phil Blum's Capstone Partners Financial and Insurance Services Experience May 2015 - Present
Job Financial Services Professional at Capstone Partners Financial & Insurance Services, LLC
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   May 2015 - Present
WestPoint Financial Group  August 2009 - May 2015
Lang Financial Group  July 2008 - August 2008

Skills
Securities, Insurance, Retirement, Investments, Access, Financial Services, Finance, Strategic Financial..., Analysis, Retirement Planning, Life Insurance, Mutual Funds, Financial Planning, Fixed Annuities

Education
Indiana University - Kelley School of Business   2005 — 2009
BS, Finance & Management

University of Sydney   2008 — 2008
Faculty of Economics and Business

The Miami Valley School   2001 — 2005

Daniel Manrique Daniel Manrique Greater Los Angeles Area Details
Daniel Manrique's Capstone Partners Financial and Insurance Services Experience September 2014 - Present
Job Financial Services Professional at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   September 2014 - Present
Northwestern Mutual  January 2014 - September 2014
Team Red, White & Blue   March 2013 - January 2014
Bank of America  November 2011 - January 2014
Lionsgate - Pantelion Films   2011 - 2011
JC Robbins Management   2010 - 2011
United States Marine Corps  November 2003 - December 2007

Skills
Management, Leadership, Marketing, Project Management, Access, Social Networking, Social Media Marketing, Event Planning, Entrepreneurship, Security Clearance, PowerPoint, Facebook, Entertainment, Sales, Radio, Microsoft Office, Government, Social Media, Photography, Television, Film

Education
Full Sail University   2008 — 2011
Master of Science (M.S.), Arts, Entertainment, and Media Management

Full Sail University   2008 — 2010
Bachelor of Science (B.S.), Arts, Entertainment, and Media Management

Nathan Herr Nathan Herr Newport Beach, California Details
Nathan Herr's Capstone Partners Financial and Insurance Services Experience April 2014 - Present
Job Advisor who focusses on annutizing lazy assets for business owners and professionals.
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   April 2014 - Present
Naked Wines  July 2012 - March 2014
CalFinder  September 2011 - July 2012
Apple Inc  May 2008 - October 2011
Solmar Eyewear SRL   June 2007 - May 2008
Circuit City  December 2004 - June 2007

Skills
CRM, Business Development, Sales, New Business Development, Marketing, iWork, iLife, Sales Management, Cold Calling, Mac, Social Media Marketing, Marketing Strategy, Salesforce.com, Mac OS X, Retail, Customer Service, Direct Sales, Account Management, Strategic Partnerships, Wine, Market Research, Brand Management, VoIP, Sales Effectiveness, Business Strategy, Online Advertising, International Sales, Marketing Management, Direct Marketing, Online Marketing, Financial Analysis, OS X, Product Marketing

Education
University of San Francisco   2007 — 2009
International Business & Economics

Phil Gomez Phil Gomez Newport Beach, California Details
Phil Gomez's Capstone Partners Financial and Insurance Services Experience July 2014 - December 2014
Job Marketing Department at Molina Healthcare
Industry Financial Services
Experience
Molina Healthcare  May 2015 - Present
U.S. Coast Guard   August 2004 - Present
Capstone Partners Financial and Insurance Services   July 2014 - December 2014
U.S. Coast Guard   July 2004 - March 2012

Skills
Rescue, Leadership, Military, Security Clearance, Microsoft Office, Military Operations, Training, Program Management, Military Experience, Customer Service

Education
California State University-Long Beach
Business, Management, Marketing, and Related Support Services

Macomb Community College   2009 — 2009
none, Business

Raluca Waters Raluca Waters Greater Los Angeles Area Details
Raluca Waters's Capstone Partners Financial and Insurance Services Experience January 2013 - December 2013
Job Case Design Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial  August 2014 - Present
Capstone Partners Financial and Insurance Services   January 2013 - December 2013
Marsh Private Client Life Insurance Services  September 2008 - November 2012
Flynn Associates  January 2002 - September 2008
Pacific Life  April 2000 - January 2002
Ian H. Graham Insurance   July 1997 - April 2000

Skills
Life Insurance, Marketing, ExactTarget, Subscriber Mail, Adobe InDesign, Microsoft Office, Lotus Notes, Organizational..., Business Analysis, Interpersonal Skill, Flexibility, Customer Service, Microsoft Word, InDesign, Brokers, Disability Insurance, Underwriting, Fixed Annuities, Retirement, Long-term Care

Education
Glendale Community College

Robin Stewart Robin Stewart United States Details
Robin Stewart's Capstone Partners Financial and Insurance Services Experience September 2015 - Present
Job Managing Director at Capstone Partners Financial and Insurance Services
Industry Health, Wellness and Fitness
Experience
Capstone Partners Financial and Insurance Services   September 2015 - Present
Entrepreneur, Undislosed   2013 - Present
Co-founder Mymakeapp   October 2012 - Present
Rodan + Fields  February 2015 - September 2015
Northwestern Mutual  2007 - 2011
Northwestern Mutual  2006 - 2007
Northwestern Mutual  2000 - 2006
Northwestern Mutual  1997 - 2004

Skills
Business Management, Entrepreneur, Strategic Direction, Sustainable Growth, Change Management, Business Solutions, Budget Analysis, Budget Oversight, Cost Control, Best Practices, Compliance, Quality Control, P&L, Training and Development, Talent Cultivation, Productivity, Employee Retention, Multiple Sites, Sales, Marketing, Fundraising, Advertising, Social Media, Innovation, Portfolio Management, Financial Services, Market Analysis, Project Management, Business Partnerships, Recruitment, Operations, Human Resources, Employee Benefits, Referral Networks, Business Development, Strategy, Customer Service, Event Planning, Entrepreneurship, Investments, Management, Management Consulting, Marketing Strategy, New Business Development, Program Management, Public Relations, Public Speaking, Retirement Planning, Team Building

Education
State University of New York at New Paltz   1984 — 1988
Bachelor of Science (BS), Education

Justin Woodbury Justin Woodbury Orange County, California Area Details
Justin Woodbury's Capstone Partners Financial and Insurance Services Experience December 2013 - Present
Job Licensed Lending Officer NMLS# 1311885
Industry Financial Services
Experience
loanDepot LLC  March 2015 - Present
Capstone Partners Financial and Insurance Services   December 2013 - Present
Tillys  June 2007 - December 2014

Skills
Mortgage Lending, Management, Investments, E-commerce, SQL, Python, PHP, VBA, Return on Investment..., Accounting, CSS, Sales, Data Analysis, jQuery, Marketing, Social Media, Team Building, Loss Prevention, Leadership, Trend Analysis, Apparel, Fashion, Time Management, Visual Merchandising, Finance, Marketing Communications

Education
California State University-Long Beach   2005 — 2009
Bachelor's degree, Psychology, 3.5

Huntington Beach High School

Tzipora Goodfriend Tzipora Goodfriend Greater Los Angeles Area Details
Tzipora Goodfriend's Capstone Partners Financial and Insurance Services Experience June 2014 - Present
Job Associate at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
Capstone Partners Financial and Insurance Services   June 2014 - Present

Skills
Legal Research, Legal Writing, Public Speaking, Microsoft Office, Commercial Litigation, Nonprofits, Social Media, Westlaw, Research, Customer Service, Microsoft Excel, Litigation, Policy Analysis, Intellectual Property, Analysis, Mediation, Fundraising, Microsoft Word, Civil Litigation, Public Policy, Spanish, Lexis, Editing, Entertainment Law, Legal Issues

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2013
Master of Business Administration (MBA)

Pepperdine University School of Law   2009 — 2012
Juris Doctor (J.D.)

Shane McCracken Shane McCracken Malibu, California Details
Shane McCracken's Capstone Partners Financial and Insurance Services Experience August 2014 - August 2014
Job Internship at Capstone Partners Financial and Insurance Services
Industry Financial Services
Experience
(ISSA) International Sports Sciences Association   January 2011 - Present
Capstone Partners Financial and Insurance Services   August 2014 - August 2014
Rumson Emergency Medical Services   2008 - 2014
National Model United Nations  January 2012 - January 2013
Rumson Fair-Haven High School   2013 - 2013
Brookdale Community College  January 2012 - 2013
Fort Monmouth Army Instillation   2008 - 2008

Skills
Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Diligent, Research, Marketing, Communication, People Skills, Statistical Modeling, Management, Coaching, Sports, Public Speaking

Education
Pepperdine University   2014 — 2015
Bachelor of Arts (B.A.)

Brookdale Community College
Associate of Arts (A.A.)