CAPTRUST Financial Advisors

Industry: Company

Description

Founded: 1989 Subsidiaries: Morton Wealth Management LLC, FeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportMap location is approximate. Can you help us improve it? Cap Trust Financial AdvisorsWebsite Saved (0) Saved Save Financial planner in Falmouth, Maine Address: Falmouth, ME 04105 Phone: (207) 781-3205: : Place name: : : : Category: : Website: Hours: Website: https://www.captrustadvisors.com/ Category: Financial Planner 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. · Own this business?Add missing informationAdd business hours 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 Cap Trust Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

CAPTRUST Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CAPTRUST Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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CAPTRUST Financial Advisors Employees

Employee
Years
Job
Industry
Greg Middleton Greg Middleton Raleigh-Durham, North Carolina Area Details
Greg Middleton's CAPTRUST Financial Advisors Experience December 2011 - Present
Job Director, Advisor Support Group
Industry Financial Services
Experience
CAPTRUST  December 2014 - Present
CAPTRUST Financial Advisors   December 2011 - Present
CAPTRUST Financial Advisors   October 2009 - December 2011
CAPTRUST Financial Advisors   December 2006 - October 2009
CAPTRUST Financial Advisors   December 2005 - December 2006
CAPTRUST Financial Advisors   September 2004 - December 2005
CAPTRUST Financial Advisors   September 2003 - September 2004
CAPTRUST Financial Advisors   February 2001 - September 2003

Skills
Brand Management, Business Development, Collaboration, Competitive Analysis, Conferences and Seminars, Content Development, Copywriting, CRM, Editing / Proofreading, Endowments and..., Financial Advisory, Investment Advisory, Management, Market Analysis, Marketing, Marketing Communications, Media Relations, Metrics / Reporting, Nonqualified Retirement..., Non-Retirement Plan..., Presentation Skills, Project Management, Proposal Development, Proposal Writer, Public Relations, Qualified Retirement..., Request for Proposal..., Return on Investment..., Vendor Management, Wealth Management

Education
East Carolina University   1996 — 2000
Bachelor of Business Administration (BBA), Marketing

Christina Baker Christina Baker Beaufort, North Carolina Details
Christina Baker's CAPTRUST Financial Advisors Experience November 2009 - December 2011
Job Beaufort Linen Company
Industry Textiles
Experience
Beaufort Linen Company   September 2014 - Present
CapTrust  January 2012 - September 2014
CAPTRUST Financial Advisors   November 2009 - December 2011

Skills
Wealth Management, Asset Allocation, Series 7, Investments, Asset Managment, Mutual Funds, 401k, Alternative Investments, Financial Analysis, Qualified Retirement..., Pensions, Retirement, Defined Benefit, Portfolio Management, Bloomberg, Retirement Planning, Microsoft Office, Financial Services, Strategic Financial..., Retirement Plan..., Defined Contribution, Investment Strategies

Education
North Carolina State University - College of Management   2005 — 2009
Business Administration, Finance, Spanish

Alyson Matlock Alyson Matlock Bethlehem, Pennsylvania Details
Alyson Matlock's CAPTRUST Financial Advisors Experience August 2015 - Present
Job Senior Associate, Business Development at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   August 2015 - Present
MFP Strategies  March 2009 - August 2015
Creative Financial Staffing  July 2005 - September 2008
Edward Jones  June 2002 - June 2005
Gap Inc.  May 1999 - May 2002

Skills
Strategic Communications, Organizational..., Marketing Research, Team Leadership, Business Development, Market Analysis, Strategic Alliances, Selling, Cold Calling

Education
University of Houston-Downtown   2001 — 2005
Bachelor of Business Administration, Business Management

Pen Argyl High School   1990 — 1994

Allison Sisson Allison Sisson Wilmington, North Carolina Details
Allison Sisson's CAPTRUST Financial Advisors Experience March 2007 - December 2014
Job Senior Brand Consultant, NewClients Promotional
Industry Marketing and Advertising
Experience
NewClients Promotional Marketing  January 2015 - Present
CAPTRUST Financial Advisors   March 2007 - December 2014

Skills
Marketing Communications, Marketing, Corporate Branding, Graphic Design, Project Management, Project Coordination, Brand Management, Retirement, Independent Financial..., Special Events..., Production Managment, Corporate Gifts, Retirement Plan..., Corporate Communications, Corporate Identity, Printing, Hospitality, Creative Direction, Advertising

Education
Appalachian State University   2000 — 2004
Bachelor of Science (B.S.), Communication, Advertising

New Hanover High School

Jessica Edris Jessica Edris Bethlehem, Pennsylvania Details
Jessica Edris's CAPTRUST Financial Advisors Experience August 2015 - Present
Job Manager, Marketing
Industry Financial Services
Experience
CAPTRUST Financial Advisors   August 2015 - Present
MFP Strategies  October 2012 - August 2015
ETI, LLC   November 2010 - October 2012
DUECO, Inc.   May 2005 - November 2010
Molewski Financial Partners   November 2003 - January 2006

Skills
Management, Operations Management, Event Planning, Organizational..., Public Speaking, Marketing Strategy, Marketing Communications, Email Marketing, Public Relations, Sales, Team Building, Product Development, Sales Management, Purchasing, Forecasting, New Business Development, Account Management, Strategic Planning, Trade Shows, Contract Negotiation, Sales Operations, Budgets, Leadership, Business Planning, Marketing, B2B, Event Marketing Strategy

Education
Moravian College   1996 — 2000
Bachelor’s Degree, Business Administration, Management and Operations and Philosophy

Sean Quigley CIMA® Sean Quigley CIMA® Tampa/St. Petersburg, Florida Area Details
Sean Quigley CIMA®'s CAPTRUST Financial Advisors Experience January 2002 - March 2005
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group  February 2015 - Present
Eagle Asset Management  October 2013 - January 2015
Eagle Asset Management  June 2010 - September 2013
Eagle Asset Management  April 2005 - June 2010
CapTrust Financial Advisors   January 2002 - March 2005
Gilman Ciocia  January 2001 - October 2001

Skills
Investments, Mutual Funds, Series 7, Series 63, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Securities, Series 65

Education
University of Tampa   2002 — 2004
M.B.A., Finance

University of Tampa   1998 — 2000
B.A., Psychology

University of Louisville   1996 — 1998

Cleve Warren Cleve Warren Jacksonville, Florida Area Details
Cleve Warren's CAPTRUST Financial Advisors Experience September 2000 - April 2004
Job Chief Financial Officer, Florida State College at Jacksonville
Industry Financial Services
Experience
Florida State College at Jacksonville  June 2013 - Present
Essential Capital Finance, Inc.   April 2004 - June 2013
CapTrust Financial Advisors   September 2000 - April 2004

Skills
Corporate Finance, Economic Development, Financial Management, Organizational Design, Venture Philanthropy, Banking, Board Development, Budgets, Business Strategy, Commercial Banking, Commercial Lending, Community Development, Community Service, Credit, Executive Management, Financial Advisory, Insurance, Investments, Leadership, Leadership Development, Loans, Management, Managerial Finance, Marketing, Organizational..., Policy, Professional Mentoring, Program Development, Small Business Lending, Strategic Financial..., Strategic Planning, Youth Mentoring, Financial Planning

Education
Jacksonville University   1988 — 1990
MBA, Management & Finance

University of North Florida   1977 — 1980
BS, Banking & Finance

Nicholas Brezinski Nicholas Brezinski Raleigh-Durham, North Carolina Area Details
Nicholas Brezinski's CAPTRUST Financial Advisors Experience December 2014 - Present
Job Senior Associate | Network Administrator at CAPTRUST Financial Advisors
Industry Information Technology and Services
Experience
CAPTRUST Financial Advisors   December 2014 - Present
The Body Shop  June 2013 - December 2014
North State Bank  February 2012 - June 2013
Affiliated Computer Services  August 2003 - February 2012
Variety Wholesalers  2001 - 2003

Skills
Active Directory, Technical Support, Networking, Windows Server, Blackberry Enterprise..., DHCP, Servers, Group Policy, VMware, Troubleshooting, Printers, VMware ESX, Microsoft Exchange, Network Security, Windows 7, Windows XP, NetApp, VPN, Sonicwall, DNS, XP, vSphere, Powershell, Cisco Nexus, Cisco Routers, Ironport, Cisco router, Cisco Switches, Cisco Firewalls, Exchange 2010/2007/2003, Cisco VoIP, PIX, Linux, JavaScript, SCCM 2007, PC Deployment

Education
Mount Olive College   2013 — 2016
Bachelor of Science (BS), Management Information Systems, General

Brian TenHarmsel Brian TenHarmsel Greater Grand Rapids, Michigan Area Details
Brian TenHarmsel's CAPTRUST Financial Advisors Experience May 2007 - August 2007
Job Trader / Strategist at Eastmoor Capital Partners LLP
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd  May 2014 - Present
Eastmoor Capital Partners LLP   January 2009 - Present
J.P. Morgan   May 2008 - August 2008
CapTrust Financial Advisors   May 2007 - August 2007

Skills
Python, Data Analysis, Bloomberg, Derivatives, Fixed Income, Trading Systems, Hedge Funds, Financial Markets, Quantitative Finance, Trading Strategies, Interest Rate..., SQL, HDF5, Matplotlib, Commodity Markets, Data Visualization

Education
Calvin College

Chip Bradford, CFP® Chip Bradford, CFP® Charlotte, North Carolina Area Details
Chip Bradford, CFP®'s CAPTRUST Financial Advisors Experience October 2009 - July 2013
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2013 - Present
CAPTRUST Financial Advisors   October 2009 - July 2013
Wells Fargo Advisors  February 2005 - October 2009
Bank of America  February 2003 - February 2005

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66

Education
Lenoir-Rhyne University   1998 — 2002
Bachelor of Arts (BA), Business Administration

Bo Brandt Bo Brandt San Francisco, California Details
Bo Brandt's CAPTRUST Financial Advisors Experience June 2010 - February 2011
Job Associate at Capital Group
Industry Financial Services
Experience
Capital Group  March 2015 - Present
Goldman Sachs  June 2013 - March 2015
SunTrust Robinson Humphrey  June 2012 - June 2013
UBS  June 2011 - August 2011
CapTrust Financial Advisors   June 2010 - February 2011

Skills
Financial Modeling, Structured Products, Investment Banking, Bloomberg, Valuation, Financial Analysis, Series 7

Education
University of North Carolina at Chapel Hill
BS, Business Administration

Alex Burchins Alex Burchins Boone, North Carolina Details
Alex Burchins's CAPTRUST Financial Advisors Experience May 2011 - August 2011
Job FMAP Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  June 2012 - Present
Bowden Investment Group  August 2011 - May 2012
CapTrust Financial Advisors   May 2011 - August 2011
Circuit City  January 2007 - August 2008

Skills
Microsoft Office, Financial Analysis

Education
Appalachian State University   2008 — 2012
Business, Accounting and Finance and Banking

Garrett Klas Garrett Klas Raleigh-Durham, North Carolina Area Details
Garrett Klas's CAPTRUST Financial Advisors Experience June 2011 - May 2012
Job President at Finridge
Industry Financial Services
Experience
Finridge   October 2014 - Present
Hitachi Solutions America, Ltd- Business Solution Group  February 2013 - October 2014
Hitachi Solutions America, Ltd- Business Solution Group  May 2012 - February 2013
CAPTRUST Financial Advisors   June 2011 - May 2012
CAPTRUST Financial Advisors   November 2007 - June 2011
CAPTRUST Financial Advisors   August 2006 - November 2007

Education
University of North Carolina at Chapel Hill   1997 — 2001
B.A.

Fielding Miller Fielding Miller Raleigh-Durham, North Carolina Area Details
Fielding Miller's CAPTRUST Financial Advisors Experience October 1997 - Present
Job CEO, CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   October 1997 - Present
Interstate / Johnson Lane   September 1986 - October 1997
NCNB  May 1984 - September 1986

Education
East Carolina University   1979 — 1984
BSBA, Business Marketing

Kersie Jhabvala Kersie Jhabvala Greater Denver Area Details
Kersie Jhabvala's CAPTRUST Financial Advisors Experience May 2011 - August 2011
Job MS in Accounting Candidate at University of Colorado Denver
Industry Accounting
Experience
Boulder Running Company  August 2014 - Present
University of Colorado Denver  July 2014 - Present
University of Pennsylvania  August 2010 - May 2014
The Leonard Davis Institute of Health Economics, University of Pennsylvania   August 2012 - January 2013
CAPTRUST Financial Advisors   May 2011 - August 2011
Jhabvala CPA   June 2007 - June 2010

Education
University of Pennsylvania   2010 — 2014
Bachelor of Arts (BA), Economics

Apex High School   2006 — 2010
4.8 GPA

University of Colorado Denver

Teresa Benjamin Teresa Benjamin Raleigh-Durham, North Carolina Area Details
Teresa Benjamin's CAPTRUST Financial Advisors Experience December 2012 - Present
Job Client Management Associate, CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   December 2012 - Present
ACS, A Xerox Company  October 2003 - December 2012
ACS, A Xerox Company  July 2000 - September 2003
ACS, A Xerox Company  May 1998 - June 2000
Columbia Assessment Services   August 1997 - May 1998
BB&T  January 1995 - August 1997

Skills
Basic HTML, CSS, Microsoft Excel, Microsoft Word, Internet Explorer, NetMeeting, PeopleSoft, FINRA, Payroll, PowerPoint, Process Improvement, Outlook, Apple Safari, Citrix XenApp

Education
North Carolina Wesleyan College
Bachelor of Science, Business Administration, Average 3.97, Cum Laude

Steve Wilt Steve Wilt Akron, Ohio Details
Steve Wilt's CAPTRUST Financial Advisors Experience January 2009 - Present
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   January 2009 - Present
Merrill Lynch  June 1988 - January 2009

Skills
Qualified Retirement..., Retirement Planning, Asset Allocation, Investment Strategies, 401k, Pensions, Non-Qualified Deferred..., Asset Managment, Retirement Plan..., Wealth Accumulation, Financial Risk, Retirement

Education
The University of Akron   1982 — 1987
BA, Business, International Marketing

Michael E. Blair Michael E. Blair Charlotte, North Carolina Details
Michael E. Blair's CAPTRUST Financial Advisors Experience 2009 - Present
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   2009 - Present
Wells Fargo Advisors  1983 - 2009

Skills
Wealth Management, Retirement Planning, Qualified Retirement..., Investments, Asset Allocation, Asset Management, Investment Strategies, Alternative Investments, Estate Planning, Wealth Accumulation, 401k Rollovers, 401k, Pensions, Non-Qualified Deferred...

Education
UNC Chapel Hill - Keenan Flagler School of Business   1981 — 1983
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   1975 — 1979
Bachelor of Science (B.S.), Business Administration

Joseph Cosentino, AIF® Joseph Cosentino, AIF® Charleston, South Carolina Area Details
Joseph Cosentino, AIF®'s CAPTRUST Financial Advisors Experience February 2012 - Present
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   February 2012 - Present
The Newport Group  February 2010 - January 2012
RSA  June 2009 - December 2009
Putnam Investments  April 2006 - February 2009
Putnam Investments  May 1995 - April 2006
United States Air Force  1987 - 1990

Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Financial Services, Qualified Retirement..., Asset Allocation, Pensions, Investment Advisory, 403 b, Non-Qualified Deferred..., Investments, Retirement Planning, Mutual Funds, ERISA, Relationship Management, Risk Management, Fiduciary Services, Mergers & Acquisitions, Vendor Management

Education
University of Connecticut   1990 — 1993
BA, Political Science/Economics

Norwich Free Academy

Marshall Cobb Marshall Cobb Houston, Texas Area Details
Marshall Cobb's CAPTRUST Financial Advisors Experience November 2011 - Present
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   November 2011 - Present
Cobb Retirement Solutions, LLC   July 2003 - November 2011
Prudential Investments  April 1997 - October 2000
AIM Investments  May 1994 - April 1997

Skills
Expert Witness, Fiduciary Oversight, Request for Proposal, Investment Advisory, Employee Education, Stable Value Review and...

Education
The University of Texas at Austin   1986 — 1990
B.S in Communications, Communications

Barry Schmitt Barry Schmitt Richmond, Virginia Area Details
Barry Schmitt's CAPTRUST Financial Advisors Experience February 2009 - Present
Job Senior Vice President, Financial Advisor at CAPTRUST
Industry Investment Management
Experience
CAPTRUST Financial Advisors   February 2009 - Present
CAPTRUST  December 2005 - January 2009
Captrust Financial Advisors   December 2005 - January 2009
Wachovia Bank  1988 - 2002

Skills
Investments, Retirement, Retirement Planning, 401k, Investment Advisory, Qualified Retirement..., Asset Allocation, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment

Education
Eastern Nazarene College   1981 — 1985
Bachelor of Arts

Scott Wertheim Scott Wertheim Greater New York City Area Details
Scott Wertheim's CAPTRUST Financial Advisors Experience May 2007 - Present
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   May 2007 - Present
Wall Street Access  June 1997 - May 2007
Retirement System Group  1994 - 1997

Skills
Investments, Strategic Planning, Employee Benefits, Public Speaking, Microsoft Office, Project Management, New Business Development, Microsoft Excel, Retirement, Insurance, Asset Managment, 401k, Series 7, Asset Management, Mutual Funds, High Net Worth..., Series 63, Asset Allocation, Qualified Retirement..., Retirement Plan..., Defined Benefit, Defined Contribution, Investment Advisory, ERISA, Pensions, Retirement Planning, Financial Services, Wealth Management

Education
Union College   1990 — 1994
BS, Psychology

Suffern High School

Suffern High School

Ryan Boutwell Ryan Boutwell Greater Minneapolis-St. Paul Area Details
Ryan Boutwell's CAPTRUST Financial Advisors Experience August 2011 - July 2015
Job Retirement Plan Consultant at Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group  August 2015 - Present
CAPTRUST Financial Advisors   August 2011 - July 2015
Associated Financial Group  June 1999 - August 2011

Skills
Retirement, Employee Benefits, Investments, Wealth Management, Pensions, 401k, Financial Advisory, Financial Services, Defined Benefit, Non-Qualified Deferred..., Asset Allocation, Qualified Retirement..., Disability Insurance, Defined Contribution

Education
Gustavus Adolphus College   1995 — 1999
Bachelor of Arts, Management

Middlebury Union High School

Mark A. Davis Mark A. Davis Thousand Oaks, California Details
Mark A. Davis's CAPTRUST Financial Advisors Experience March 2009 - Present
Job Senior Vice President, Financial Advisor at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   March 2009 - Present
Kravitz Davis Sansone   2006 - February 2009
Mark A. Davis Consulting, Inc.   November 1999 - April 2006
Charles Schwab  March 1994 - May 1997
Fidelity Investments  March 1991 - February 1994

Skills
Investments, Qualified Retirement..., Non-Qualified Deferred..., Pension, Retirement Plan...

Education
Amherst College   1977 — 1981
BA, English & Dramatic Arts

University of Minnesota-Twin Cities   1981 — 1983
Master of Fine Arts (MFA), Acting

Matt Vanaman, CFA, CPA Matt Vanaman, CFA, CPA Raleigh-Durham, North Carolina Area Details
Matt Vanaman, CFA, CPA's CAPTRUST Financial Advisors Experience December 2006 - March 2011
Job Managing Director, Investment Consulting at Compass Financial Partners, LLC
Industry Financial Services
Experience
Compass Financial Partners  February 2013 - Present
PIMCO  March 2011 - February 2013
CAPTRUST Financial Advisors   December 2006 - March 2011
Local Government Federal Credit Union  February 2006 - November 2006
PricewaterhouseCoopers  October 2003 - January 2006

Skills
Investments, Asset Managment, Investment Advisory, Asset Allocation, Asset Management, Alternative Investments

Education
University of Delaware - Lerner College of Business and Economics   1999 — 2003
BA, Accounting

Sarah Payton Sarah Payton Tampa/St. Petersburg, Florida Area Details
Sarah Payton's CAPTRUST Financial Advisors Experience November 2005 - April 2006
Job Communications and Marketing Officer at University of South Florida
Industry Higher Education
Experience
University of South Florida  August 2007 - Present
SIP Creative   February 2004 - Present
University of South Florida  May 2006 - August 2007
CapTrust Financial Advisors   November 2005 - April 2006
Flex Pack USA   September 2004 - July 2005
Scholastic Book Fairs  January 2004 - April 2004
University of Central Florida  August 2002 - January 2004

Skills
Web Design, Book Design, Instructional Design, Collateral Design, Illustration, Photoshop, InDesign, Illustrator, Dreamweaver, HTML + CSS, Premiere, Mac OS X, PC, Flash, Children's Products, Education, Marketing Strategy, Bilingual-Spanish, Copy Editing, Copywriting, Client Services, Consultation, Visual Identity, Graphic Standards, Brand Development, Logo Design, Graphic Design, Adobe Creative Suite, Graphics, Brochures, Adobe Acrobat, Mac, Layout, Art Direction, Packaging, HTML, Newsletters, CSS, Microsoft Office, PowerPoint, Facebook, Video Editing, Multimedia, User Interface Design, Promotions, Art, Website Development, Corporate Identity, Audacity, Project Management

Education
University of South Florida - College of Business Administration   2005 — 2007
Master of Business Adminitration, Marketing, International Relations

University of Central Florida   1999 — 2004
Bachelor of Fine Arts, Art, Graphic Design

Cody Mackvick Cody Mackvick Raleigh, North Carolina Details
Cody Mackvick's CAPTRUST Financial Advisors Experience May 2012 - August 2012
Job Analyst at Triangle Capital Corporation
Industry Financial Services
Experience
Triangle Capital Corporation  July 2014 - Present
Cambridge Associates  May 2013 - June 2014
CAPTRUST Financial Advisors   May 2012 - August 2012
Northwestern Mutual  May 2011 - May 2012

Skills
Finance, Investments, Financial Analysis, Financial Modeling, Financial Planning, Securities

Education
North Carolina State University - College of Management   2009 — 2013
Accounting and Finance

Amanda Falcon Amanda Falcon Raleigh-Durham, North Carolina Area Details
Amanda Falcon's CAPTRUST Financial Advisors Experience May 2007 - April 2011
Job Managing Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2011 - Present
CAPTRUST Financial Advisors   May 2007 - April 2011
A.G. Edwards & Sons, Inc.   December 2005 - October 2006

Education
Meredith College
BS, Finance and Mathematics

Andrew V. Battle, CRSP Andrew V. Battle, CRSP Raleigh-Durham, North Carolina Area Details
Andrew V. Battle, CRSP's CAPTRUST Financial Advisors Experience June 2013 - Present
Job Client Relationship Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   June 2013 - Present
Principal Financial Group  October 2011 - 2013
First Citizens Bank  April 1998 - 2011

Skills
Investments, In-depth knowledge of..., Insurance Planning, Retirement, Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Wealth, 401k, Asset Allocation, Risk Management, Estate Planning, Retirement Plan..., Series 6, Series 63, Series 65, Long-Term Disability, Voluntary Employee..., Non-Qualified Deferred..., Customer Service, Sales, Financial Services, Pensions, Disability Insurance, Insurance, Financial Advisory, Strategic Financial..., Financial Planners

Education
North Carolina Agricultural and Technical State University   1987 — 1991
Electrical Engineering, Mathematics

Louisburg High School

Jeff Belmonte Jeff Belmonte Greater Grand Rapids, Michigan Area Details
Jeff Belmonte's CAPTRUST Financial Advisors Experience September 2007 - March 2009
Job
Industry Financial Services
Experience
Commonwealth Financial Network  April 2009 - February 2015
CapTrust Financial Advisors   September 2007 - March 2009
USA Financial Marketing   April 2005 - September 2007

Skills
Strategic Financial..., Investments, Investment Management, Coaching, Strategic Planning, Relationship Management, Healthcare, Sales, Marketing, Personal and Financial..., Story, Wellness, Care

Education
Aquinas College   1987 — 1989
BSBA, Business Admin/Economics

Muskegon Community College   1985 — 1987
Associates, Business/Economics

John C. Granzow John C. Granzow Charlotte, North Carolina Details
John C. Granzow's CAPTRUST Financial Advisors Experience 1996 - 2002
Job Managing Director Investments at The Granzow Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Granzow Consulting Group of Wells Fargo Advisors, LLC   September 1994 - Present
Investment Management Consultants Association  2004 - 2013
CapTrust Financial Advisors   1996 - 2002
PaineWebber  December 1989 - September 1994
E.F. Hutton & Company   1985 - 1989

Skills
Management, Financial Services, Sales, Financial Advisory, Marketing, Financial Analysis, Hedge Funds, Retirement, Capital Markets, 401k, Separately Managed..., Investments, Strategic Planning, Private Equity, Finance, Asset Allocation, Risk Management

Education
University of Pennsylvania - The Wharton School
Securities Industry Institute

Investment Management Consultants Association
Certified Investment Management Analyst (CIMA), Consulting Services

Western Michigan University
BS, Finance

Jessica Dang Jessica Dang Raleigh-Durham, North Carolina Area Details
Jessica Dang's CAPTRUST Financial Advisors Experience April 2013 - April 2013
Job Support Relations Manager at Red Hat
Industry Information Technology and Services
Experience
Red Hat  February 2014 - Present
Red Hat  June 2013 - Present
Pendergrass Law Firm, PLLC   May 2013 - June 2013
CapTrust Financial Advisors   April 2013 - April 2013
Hedrick Gardner Kincheloe & Garofalo  February 2013 - April 2013
Salix Pharmaceuticals  October 2011 - February 2013
Precision Management Company   March 2010 - August 2011
King Management Company   2011 - 2011
Law Office of Grant and Associates   August 2009 - March 2010
State of Washington  September 2006 - September 2008

Skills
Contract Negotiation, Pharmaceutical Industry, Leadership, Microsoft Office, Team Leadership, Negotiation, Team Building, Microsoft Word, Salesforce.com, Microsoft Excel, Strategic Planning, Regulatory Affairs, System Administration, Employee Training, PowerPoint, Red Hat Linux, Oracle E-Business Suite, Oracle Applications, Sales Operations, Operations Management, Customer Service, Data Analysis, Financial Reporting, Reporting & Analysis, Cloud Applications, Marketing, Social Networking, Sales

Education
Central Washington University
Bachelor's degree, Pre-Law, Magna Cum Laude

Lower Columbia College
Associates, Applied Science

Mark Morris High School

Julie Tabish Julie Tabish Greater Detroit Area Details
Julie Tabish's CAPTRUST Financial Advisors Experience January 2013 - January 2015
Job Practice Leader at The Metiss Group
Industry Financial Services
Experience
The Metiss Group   December 2014 - Present
CAPTRUST Financial Advisors   January 2013 - January 2015
Freedom One Financial Group  March 2004 - December 2012
Limited Brands  October 2000 - September 2004
Arthur Andersen  July 1999 - October 2000
Price Waterhouse Coopers  September 1997 - July 1999
PNC  June 1995 - September 1997

Skills
Investments, Due Diligence, Financial Analysis, 401k, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Analysis, Strategy, Investment Strategies, Asset Allocation, Leadership Development, Mergers, Investment Advisory, Consulting, Retirement Plan..., Fiduciary Management, Qualified Retirement..., Financial Advisory, Building Relationships, Defined Benefit, Alternative Investments, Portfolio Management

Education
University of Pittsburgh   1991 — 1995
Bachelor of Arts (B.A.), Business Management and Economics

University of Pittsburgh   1991 — 1995
Accounting Certificate, Accounting

Susan (Susy) Guilford Susan (Susy) Guilford Raleigh-Durham, North Carolina Area Details
Susan (Susy) Guilford's CAPTRUST Financial Advisors Experience February 2010 - September 2012
Job Real Estate Broker with Coldwell Banker Advantage
Industry Real Estate
Experience
Coldwell Banker Advantage - Raleigh, NC  September 2012 - Present
Jayco Construction   October 1996 - Present
CAPTRUST Financial Advisors   February 2010 - September 2012
Fonville Morisey Realty  November 2009 - December 2011
RE/MAX UNITED  January 2001 - January 2009
St. Timothy's School Raleigh, NC   August 1997 - June 1998
Broward County Schools  January 1986 - June 1990

Skills
Relocation, Sellers, Real Estate, Negotiation, Short Sales, First Time Home Buyers, Foreclosures, Condos, REO, Investment Properties, Customer Service, Residential Homes, Contract Negotiation, Luxury, Sales, Selling, Real Estate Transactions, Referrals, Buyer Representation, New Home Sales, Property Management, Real Estate Development, Home Staging, Commercial Real Estate

Education
Florida Atlantic University   1984 — 1985
BA, Elementary Education

University of South Florida   1981 — 1984
AA, Education, Italian

Aviano American High School   1976 — 1979

Karen Mikki Monroe Karen Mikki Monroe Raleigh, North Carolina Details
Karen Mikki Monroe's CAPTRUST Financial Advisors Experience 2009 - 2010
Job Independent Beauty Consultant with Mary Kay Inc.
Industry Investment Management
Experience
CAPTRUST  September 2009 - Present
Mary Kay Inc.  May 2011 - Present
CAPTRUST Financial Advisors   2009 - 2010

Skills
Financial Analysis, Financial Services, Accounting

Education
East Carolina University - College of Business
BSBA, Accounting

Jay Annis Jay Annis Tampa, Florida Details
Jay Annis's CAPTRUST Financial Advisors Experience September 2001 - April 2009
Job Managing Member at AGW Capital Advisors
Industry Financial Services
Experience
AGW Capital Advisors   April 2009 - Present
CapTrust Financial Advisors   September 2001 - April 2009
First Union Securities  June 1999 - August 2001

Skills
Investments, Investment Advisory, 401k, Retirement Plan..., Retirement, Profit Sharing, Defined Contribution

Education
University of Florida   1995 — 1999
Bachelor of Science (BS), Economics

Connie Hale, CPA, CGMA Connie Hale, CPA, CGMA Lexington, Kentucky Details
Connie Hale, CPA, CGMA's CAPTRUST Financial Advisors Experience December 2006 - September 2010
Job Vice President and CFO at Keeneland Association
Industry Leisure, Travel & Tourism
Experience
Keeneland Association  August 2012 - Present
Unified Trust Company, N.A.   September 2010 - August 2012
CapFinancial Group, Inc.   December 2006 - September 2010
CAPTRUST Financial Advisors   December 2006 - September 2010
Ravenscroft School  June 2001 - November 2006
Critical Health Systems  April 1987 - July 1998
Ernst & Young  1984 - 1988

Skills
Excel, Operational Excellence, Process Improvement, Mergers, Leadership, Negotiation, Auditing, Tax, Management, Financial Services, Strategic Financial..., 401k, Retirement, Financial Analysis, Financial Reporting, Employee Benefits, Due Diligence, Financial Modeling, Mergers & Acquisitions, Budgets, Accounting, Microsoft Excel, Financial Planning, Finance, Strategic Planning, Social Media

Education
Albion College   1980 — 1984
BA, Economics/Management/Accounting

Albion College
Bachelor's degree, Economics and Management

Jianxiong (Eric) Li Jianxiong (Eric) Li Bethlehem, Pennsylvania Details
Jianxiong (Eric) Li's CAPTRUST Financial Advisors Experience May 2015 - August 2015
Job Student at Lehigh University
Industry Financial Services
Experience
CapTrust Financial Advisors   May 2015 - August 2015
Pramerica Fosun   June 2013 - September 2013

Skills
Customer Service, Teamwork, Microsoft Office, Data Analysis, Matlab, PowerPoint, Financial Analysis, C, Microsoft Excel, Microsoft Word

Education
Lehigh University - College of Business and Economics   2014 — 2016
Master of Science (MS), Analytical Finance

Shanghai University   2010 — 2014
Bachelor of Science (B.S.), Computational Mathematics

Bryan Linn, CIMA® Bryan Linn, CIMA® Holland, Michigan Details
Bryan Linn, CIMA®'s CAPTRUST Financial Advisors Experience April 2011 - Present
Job Consultant at CapTrust Financial Advisors
Industry Financial Services
Experience
CapTrust Financial Advisors   April 2011 - Present
Innotec  June 2002 - March 2011

Education
Calvin College   1998 — 2002
BS, Engineering - Mechanical

West Coast Leadership

West Coast Leadership

Matthew Bloom Matthew Bloom Greater Denver Area Details
Matthew Bloom's CAPTRUST Financial Advisors Experience 2005 - 2005
Job Financial Advisor at Ludwin Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Ludwin Financial Group of Wells Fargo Advisors, LLC   2014 - Present
Howard University  2011 - 2014
Deloitte  2010 - 2014
Kroll  2007 - 2010
AXA Financial  2006 - 2006
New Energy Finance  2006 - 2006
CapTrust Financial Advisors   2005 - 2005

Skills
Financial Analysis, Mergers & Acquisitions, Accounting, Finance, Auditing

Education
Tampa Preparatory High School
HS

University of Florida - Warrington College Of Business
BSBA, Finance

Tyler Markvluwer Tyler Markvluwer Ann Arbor, Michigan Details
Tyler Markvluwer's CAPTRUST Financial Advisors Experience May 2012 - August 2014
Job Big Data Integration Engineering Intern at Nest Labs / a Google Company
Industry Computer Software
Experience
Nest  May 2015 - Present
Intergalactic Mobile Learning Center   September 2014 - Present
CapTrust Financial Advisors   May 2012 - August 2014
University of Michigan  2014 - 2014
System Six: Strategic Bookkeeping and Accounting   2011 - 2011

Skills
C++, CoffeeScript, Javascript, Python, Data Mining, Android Development, Web Scraping, Java, Customer Service, Microsoft Excel, VBA, Project Management, Financial Reporting, Scripting, OOP

Education
University of Michigan   2013 — 2015
Bachelor's Degree, Computer Science Engineering

Seattle Pacific University   2011 — 2012
B.S.E., Electrical Engineering, 4.0/4.0

Holland Christian High School

Casey Pogodzinski Casey Pogodzinski Greater Detroit Area Details
Casey Pogodzinski's CAPTRUST Financial Advisors Experience January 2013 - Present
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST Financial Advisors   January 2013 - Present
Freedom One Financial Group  December 2011 - December 2012
Morgan Stanley Smith Barney  September 2010 - December 2011
Cypress Bioscience  2008 - 2010
Genzyme Biosurgery  March 2006 - September 2008
Sankyo Pharma  2000 - 2006

Skills
401k, Retirement Planning, Investments, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Pensions, Estate Planning, Sales Management, Insurance, Business Planning, Strategic Planning, Financial Analysis, Series 7, Financial Planning, Annuities, IRA's

Education
University of Michigan-Flint   1998 — 2001
MBA, Business

Oakland University   1993 — 1996
Bachelor of Science, Finance

John Leissner John Leissner Raleigh-Durham, North Carolina Area Details
John Leissner's CAPTRUST Financial Advisors Experience August 2001 - Present
Job Senior Manager, Professional Services at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   August 2001 - Present

Education
University of North Carolina at Chapel Hill   1997 — 2001
Bachelors of Science, Business Administration

Greg Diagonale Greg Diagonale Raleigh-Durham, North Carolina Area Details
Greg Diagonale's CAPTRUST Financial Advisors Experience June 2010 - March 2013
Job Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2013 - Present
CAPTRUST Financial Advisors   June 2010 - March 2013
ALPHASTAFF, INC  February 2009 - February 2010
Fidelity Investments  May 2007 - October 2008
TIAA-CREF  May 1999 - April 2007
TIAA-CREF  September 1993 - April 1999
TIAA-CREF  December 1990 - August 1993

Skills
Financial Planning, Insurance, Mutual Funds, Payroll, Benefits, Pensions, Customer Relations, 401k, Qualified Retirement..., Investments, Asset Allocation, Investment Strategies, Alternative Investments, Non-Qualified Deferred..., Relationship Management, Strategic Financial..., Employee Benefits, ERISA, Retirement, Retirement Planning, Investment Advisory

Education
Georgetown University
Bachelor of Science, Business Administration (Marketing)

Marymount University
M.B.A., Finance

Karen Denise Karen Denise Raleigh-Durham, North Carolina Area Details
Karen Denise's CAPTRUST Financial Advisors Experience May 2004 - June 2013
Job Senior Manager, Wealth Operations at CAPTRUST
Industry Financial Services
Experience
CAPTRUST  June 2013 - Present
CAPTRUST Financial Advisors   May 2004 - June 2013
Wachovia, A Wells Fargo Company  January 2001 - December 2003
Wachovia, A Wells Fargo Company  June 1998 - June 2001

Skills
Wealth Management, Investments, 401k, Retirement Planning, Asset Allocation, Series 7

Education
Campbell University   1994 — 1998
Bachelors Business Administration, Majored in Trust Management, Minor in Financial Planning

Linda M. Kerschner Linda M. Kerschner Charlotte, North Carolina Area Details
Linda M. Kerschner's CAPTRUST Financial Advisors Experience January 2001 - Present
Job Senior Vice President, Financial Advisor at CAPTRUST
Industry Investment Management
Experience
CAPTRUST Financial Advisors   January 2001 - Present
IJL   June 1998 - January 2001
First Union National Bank (Wells Fargo)   November 1976 - June 1998

Skills
Qualified Retirement..., 401k, Non-Qualified Deferred..., Retirement Plan..., Retirement, Retirement Planning, Defined Benefit, Series 7, Investment Advisory, Asset Allocation, Defined Contribution, Wealth Management, Investments

Education
Radford University   1970 — 1976
Diploma, Art, Psychology, Education

Radford University   1970 — 1975
B.S. & M.S., Art, Education, Psychology

Eliza (Carll) Rowe Eliza (Carll) Rowe Raleigh, North Carolina Details
Eliza (Carll) Rowe's CAPTRUST Financial Advisors Experience December 2005 - June 2006
Job Data Analyst at Cisco Systems
Industry Accounting
Experience
Cisco Systems  April 2012 - Present
Premier Co-ed Sports LLC   October 2009 - Present
Replay Photos  April 2010 - March 2012
AICPA  July 2006 - February 2008
CAPTRUST Financial Advisors   December 2005 - June 2006
Eaton Electrical  February 2005 - November 2005
Raymond James Financial Services - Legacy Life Group   May 2004 - January 2005

Skills
Accounting, Financial Analysis, Microsoft Office, Analysis, Event Planning, Management, Project Management, General Ledger, Leadership, Training

Education
North Carolina State University - College of Management   2000 — 2004
BS, Accounting w/ concentration in Financial Analysis

Havelock High School   1995 — 1997
College Prep

Mercy Cross Catholic High School   1992 — 1995

Shaun Eskamani Shaun Eskamani Raleigh, North Carolina Details
Shaun Eskamani's CAPTRUST Financial Advisors Experience November 2008 - Present
Job Vice President, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST Financial Advisors   November 2008 - Present
Edward Jones  August 2006 - November 2008

Skills
401k, Pensions, Finance, Retirement Planning, Asset Allocation, Retirement, Retirement Plan..., Qualified Retirement..., Non-Qualified Deferred..., Investments, Personal Financial..., Independent Financial...

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2006
BSBA, Marketing and Finance

Peggy Whitmore Peggy Whitmore Greater New York City Area Details
Peggy Whitmore's CAPTRUST Financial Advisors Experience March 2014 - Present
Job Vice President Financial Advisor CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   March 2014 - Present
401k Advisors  April 2006 - March 2014
Chase Manhattan Bank  January 1996 - October 2005
Aetna Life & Casualty  February 1990 - November 1996

Skills
401k, Retirement, Retirement Planning, Series 7, Financial Advisory, Defined Benefit, Employee Benefits, Series 6, Investments, Investment Strategies, Due Diligence, Securities, 457 Plans, 403 b, Mutual Funds, Retirement Plan..., Asset Allocation, Series 63, Investment Advisory, ERISA, Pensions, Wealth Management, Fixed Annuities, Qualified Retirement..., Asset Managment, IRAs

Education
Texas State University-San Marcos   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General

John Ritcher John Ritcher Tallahassee, Florida Area Details
John Ritcher's CAPTRUST Financial Advisors Experience November 2007 - February 2008
Job Assistant Strength and Conditioning Coach at Florida State University
Industry Sports
Experience
Florida State University  May 2008 - Present
CAPTRUST Financial Advisors   November 2007 - February 2008
CapTrust Financial Advisors   2007 - 2008
Georgia Force  February 2007 - April 2007
Ravenscroft School  July 2006 - February 2007
NC State University  May 2005 - July 2005
Buffalo Bills  May 1999 - May 1999

Education
FLORIDA STATE UNIVERSITY   2008 — 2010
Master's, Sports Management

North Carolina State University   2001 — 2005
Bachelor of Science, Zoology; Human Nutrition and Physiology

Brian Eichler Brian Eichler Raleigh, North Carolina Details
Brian Eichler's CAPTRUST Financial Advisors Experience October 2014 - Present
Job Senior Associate | Participant Advisory Services
Industry Financial Services
Experience
CAPTRUST Financial Advisors   October 2014 - Present
Fidelity Investments  May 2008 - October 2014
Babies R Us  October 2007 - May 2008
Hungate's Inc   February 1986 - October 2007

Skills
Customer Service, Leadership, Management, Customer Satisfaction, Inventory Management, Retail, Vendor Management, Process Improvement, Business Analysis, Call Centers, Operations Management, Financial Services, Risk Management, Relationship Management, Change Management

Education
University of North Carolina at Pembroke   2008 — 2010
BS Business Administration, Business Management

Wake Technical Community College   2007 — 2008
Associate of Arts (A.A.)

North Carolina State University   1982 — 1985

Nathan Frye Nathan Frye Raleigh-Durham, North Carolina Area Details
Nathan Frye's CAPTRUST Financial Advisors Experience November 2010 - May 2015
Job Regional Sales Manager at FISCAL Technologies
Industry Computer Software
Experience
FISCAL Technologies   June 2015 - Present
CAPTRUST Financial Advisors   November 2010 - May 2015
Makita USA  March 2007 - October 2010
Lenovo  February 2006 - March 2007

Skills
Financial Services, Series 7, Direct Sales, Outside Sales, Cold Calling, Account Management, Opportunity..., Lead Cultivation, Qualified Retirement..., Retirement Plan..., Sales Process, Strategic Communications, Customer Service, Sales Management, Life Insurance

Education
North Carolina State University   2000 — 2004
BS, Business Management

Broughton High

Edwin A. Dalrymple, Jr. Edwin A. Dalrymple, Jr. Charlotte, North Carolina Area Details
Edwin A. Dalrymple, Jr.'s CAPTRUST Financial Advisors Experience 2002 - April 2015
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2015 - Present
CAPTRUST Financial Advisors   2002 - April 2015
Wachovia Securities  1998 - 2002
Interstate/Johnson Lane  1990 - 1998

Skills
401k, Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Financial Advisory, Estate Planning...

Education
Duke University - The Fuqua School of Business   1977 — 1979
MBA, Business

Wake Forest University   1970 — 1972
BS, Business

Joseph Weir Joseph Weir Greater Boston Area Details
Joseph Weir's CAPTRUST Financial Advisors Experience March 2009 - October 2009
Job Chief Financial Officer at Heron Point Seafood, Inc.
Industry Financial Services
Experience
Heron Point Seafood, Inc.   January 2014 - Present
Financial Operations Management Consulting   March 2013 - Present
Southern Deli Holdings, LLC   January 2012 - February 2013
Bank of America  January 2010 - November 2011
CAPTRUST Financial Advisors   March 2009 - October 2009
US Trust  October 2007 - March 2009
PricewaterhouseCoopers  August 1996 - August 2007

Skills
Tax, Financial Analysis, Mergers, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Managerial Finance, Finance, Accounting, Forecasting, Banking, Cash Management, Investments, Budgets, Process Improvement, Cash Flow, Strategic Planning, Account Reconciliation, Variance Analysis, Cross-functional Team..., Analysis, Business Planning

Education
Duquesne University School of Law   1992 — 1996

Duquesne University   1988 — 1992
BS, Accounting

AJ Morris, CFP® AJ Morris, CFP® Des Moines, Iowa Area Details
AJ Morris, CFP®'s CAPTRUST Financial Advisors Experience November 2011 - Present
Job CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
CAPTRUST Financial Advisors   November 2011 - Present
Visionpoint Advisory Group  January 2007 - November 2011

Skills
Personal Financial..., Retirement Planning, Investment Management, Retirement Plan...

Education
Kaplan University   2010 — 2011
CFP® Certificate, Financial Planning

Upper Iowa University
Bachelor of Science, Finance

Beryl Ball Beryl Ball Richmond, Virginia Area Details
Beryl Ball's CAPTRUST Financial Advisors Experience 2008 - Present
Job Vice President, Financial Advisor at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   2008 - Present
CAPTRUST  2008 - Present
SunTrust Bank  June 1982 - November 2007
Crestar Financial   1995 - 2000

Skills
401k, Investment Advisory, Retirement Planning, 403 b, Investment Education

Education
Purdue University
Master's degree

University of Richmond

Ben Goldstein Ben Goldstein Raleigh-Durham, North Carolina Area Details
Ben Goldstein's CAPTRUST Financial Advisors Experience 2010 - Present
Job COO, CAPTRUST Financial Advisors
Industry Investment Management
Experience
CAPTRUST Financial Advisors   2010 - Present
The Advisory Group, LLC   1997 - 2010

Skills
Mutual Funds, Asset Management, Retirement Planning, Mergers & Acquisitions, Financial Modeling, Asset Managment, Asset Allocation, Investments, Series 7, Investment Management, Due Diligence, Alternative Investments, Investment Advisory, Management, Strategic Financial..., Wealth Management, Portfolio Management, Financial Advisory, Hedge Funds, 401k, Retirement, FINRA, Series 63, Investment Strategies, Financial Analysis, Real Estate, Leadership, Financial Services

Education
University of North Carolina at Chapel Hill   1973 — 1978

Ellen Crowley Ellen Crowley Raleigh-Durham, North Carolina Area Details
Ellen Crowley's CAPTRUST Financial Advisors Experience December 2007 - Present
Job VP, Financial Advisor at Captrust Financial Advisors
Industry Financial Services
Experience
Captrust Financial Advisors   December 2007 - Present
CapTrust  December 2007 - May 2008
Financial Management Partners   May 1994 - December 2007

Education
University of Notre Dame - Mendoza College of Business   1986 — 1987
Master of Business Administration (MBA), Taxation and Financial Planning

Saint Mary's College   1982 — 1986
Bachelor of Business Administration (BBA), Accounting, Finance minor

St. Joseph's Academy, St. Louis, MO   1978 — 1982

Kris Zylstra Kris Zylstra Holland, Michigan Details
Kris Zylstra's CAPTRUST Financial Advisors Experience January 2003 - Present
Job Relationship Manager/Partner at CapTrust
Industry Financial Services
Experience
CapTrust Financial Advisors   January 2003 - Present

Education
Grand Rapids Community College   1985 — 1987

Hudsonville High School

Susan Clausen Susan Clausen Cleveland/Akron, Ohio Area Details
Susan Clausen's CAPTRUST Financial Advisors Experience January 2009 - Present
Job CAPTRUST Financial Advisor
Industry Financial Services
Experience
CAPTRUST Financial Advisors   January 2009 - Present
Merrill Lynch, STAR Group   May 2002 - January 2009
Key Bank  1998 - 2002
Nattional City Bank   1994 - 1998
SMC Consulting  1992 - 1994
Norwest Bank MN   1984 - 1991
Quaker Oats  1979 - 1984
Northern Trust  1978 - 1979
Isham Lincoln & Beale  1975 - 1978

Skills
401k, Retirement, Qualified Retirement..., Mutual Funds, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Pensions, Defined Benefit, Alternative Investments, Wealth Management, Asset Managment, Defined Contribution, Financial Services, Employee Benefits, Strategic Financial..., ERISA

Education
Northwestern University   1971 — 1974
BA, History, Political Science

The George Washington University   1970 — 1972
AA, Liberal Arts, French

Melissa Wood Killian Melissa Wood Killian Greater Minneapolis-St. Paul Area Details
Melissa Wood Killian's CAPTRUST Financial Advisors Experience December 2001 - June 2005
Job Implementation Consultant Workforce Management
Industry Human Resources
Experience
Ceridian Dayforce HCM   September 2008 - Present
Ceridian  September 2008 - July 2009
ADP  2005 - 2008
CapTrust Financial Advisors   December 2001 - June 2005
PricewaterhouseCoopers  June 1996 - May 2001

Skills
Customer Service, CRM, Human Resources, Payroll, Healthcare, Process Improvement, Employee Benefits, Benefits Administration, Outsourcing, Performance Management, HRIS

Education
Montclair State University   1991 — 1993
BS, Business Administration

Lakeland High school   1982 — 1986

Peter Beznoska Peter Beznoska Norfolk, Virginia Area Details
Peter Beznoska's CAPTRUST Financial Advisors Experience May 2009 - August 2009
Job Director of Business Development & Advertising Operations, Beliefnet.com
Industry Online Media
Experience
BN Media, LLC / Beliefnet.com   March 2011 - Present
ADS, Inc  June 2010 - March 2011
CAPTRUST Financial Advisors   May 2009 - August 2009
Business Intelligence Advisors  June 2006 - June 2008
Gabelli Asset Management  June 2003 - May 2006

Skills
Investments, Business Strategy, Corporate Finance, Due Diligence, Excel, Financial Analysis, Financial Modeling, Financial Reporting, Strategic Planning, Strategic Partnerships, Strategy, Project Management, Analysis, Corporate Development, Business Development, Analytics, Digital Media, Lead Generation, Online Advertising, Email Marketing, Digital Marketing, Marketing Strategy, Online Marketing, Social Media, Management, Leadership, Valuation

Education
Duke University - The Fuqua School of Business   2008 — 2010
MBA, Concentrations: Corporate Finance, Investment Finance

Boston College   1999 — 2003
BS, Operations and Strategic Management

Moultonborough Academy   1995 — 1999

Wes Day Wes Day Durham, North Carolina Details
Wes Day's CAPTRUST Financial Advisors Experience 2008 - 2008
Job Student at Duke University The Fuqua School of Business
Industry Financial Services
Experience
BB&T  January 2014 - June 2015
BB&T  August 2012 - December 2013
BB&T  July 2011 - July 2012
BB&T  December 2009 - January 2011
BB&T  July 2009 - December 2009
CAPTRUST Financial Advisors   2008 - 2008

Skills
Series 7, Financial Analysis, Financial Modeling, Leadership, Leadership Development, Credit Analysis, Management, Finance

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Wake Forest University   2005 — 2009
BS, Business

UNSW Australia   2007 — 2007

Tiffany LeFave Tiffany LeFave Palo Alto, California Details
Tiffany LeFave's CAPTRUST Financial Advisors Experience February 2007 - August 2007
Job at
Industry Financial Services
Experience
Fidelity Investments  September 2012 - Present
Fidelity Investments  April 2011 - September 2012
Fidelity Investments  September 2007 - February 2011
CapTrust Financial Advisors   February 2007 - August 2007
Investors Bank & Trust (Now State Street Corporation)   August 2005 - December 2006

Education
Merrimack College   2001 — 2005
Bachelor of Science, Business Administration - Finance

University of New Hampshire
Associates of Applied Science, Business - Management

Jimmy Talton Jimmy Talton Raleigh-Durham, North Carolina Area Details
Jimmy Talton's CAPTRUST Financial Advisors Experience 1997 - Present
Job Senior Vice President at CAPTRUST Financial Advisors
Industry Investment Management
Experience
CAPTRUST Financial Advisors   1997 - Present
Interstate Johnson Lane  1993 - 1997

Skills
401k, Asset Allocation, Alternative Investments, Retirement Planning, Qualified Retirement..., Wealth Management, Investments, Pensions, Investment Strategies, 401k Rollovers, Asset Managment, Estate Planning, Wealth Accumulation, Non-Qualified Deferred...

Education
Clemson University   1982 — 1986
Bachelor's degree, Finance

University of Florida   1988 — 1990
Master of Business Administration (MBA), Finance, General

Brenda Biggers Brenda Biggers Raleigh-Durham, North Carolina Area Details
Brenda Biggers's CAPTRUST Financial Advisors Experience October 2012 - Present
Job Client Management Consultant at CAPTRUST Financial Advisors
Industry Building Materials
Experience
CAPTRUST Financial Advisors   October 2012 - Present
Stock Building Supply  1998 - October 2012
Wolseley North America  January 2007 - May 2009
Wachovia  January 1989 - May 1996

Skills
Employee Benefits, Mergers, Deferred Compensation, Benefits Administration, PeopleSoft, 401k, Human Resources, Employee Relations, Management, Mergers & Acquisitions, Retirement, Strategy, Pensions, Retirement Planning, Training, HRIS, Defined Benefit, ERISA

Education
Meredith College   1995 — 1999
Business Administration/Concentration in Human Resources

King's College
Associate of Science (A.S.)

Margaret Landis, IACCP® Margaret Landis, IACCP® Raleigh, North Carolina Details
Margaret Landis, IACCP®'s CAPTRUST Financial Advisors Experience September 2013 - Present
Job Senior Compliance Manager at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors   September 2013 - Present
RS Investments  September 2010 - December 2012
Oak Value Fund   May 1995 - September 2010
Oak Value Capital Management, Inc.   July 1991 - September 2010
Central Carolina Bank & Trust Co.   August 1987 - July 1991
Corinthian Capital Company   April 1985 - January 1987

Education
Boston University Questrom School of Business   1976 — 1980
BS BA, Business, Marketing

Gary Garvey Gary Garvey Hickory, North Carolina Details
Gary Garvey's CAPTRUST Financial Advisors Experience January 2003 - Present
Job Vice President, Human Resources
Industry Packaging and Containers
Experience
Shurtape Technologies, LLC  May 2011 - Present
CapTrust Financial Advisors   January 2003 - Present
FairPoint Communications  March 2008 - April 2011
Draka Holding N.V   November 2007 - March 2008
Draka Comteq B.V.,   April 2005 - November 2007
Lightolier  April 2004 - March 2005
Corning Cable Systems  January 2000 - January 2002
Siecor Corporation  January 1999 - January 2000

Skills
Microsoft Office, Talent Management, Team Building, Deferred Compensation, Employee Relations, Human Resources, Recruiting, HRIS, Strategic Planning, Mergers, Employee Benefits, Strategy, Change Management, Succession Planning, Mergers & Acquisitions, Business Development, Sales

Education
Cornell University   1976 — 1979
MILR, Human Resources & Industrial Relations

Providence College   1972 — 1976
B.A, Economics

James Oonk James Oonk Greater Grand Rapids, Michigan Area Details
James Oonk's CAPTRUST Financial Advisors Experience September 1993 - September 2003
Job National Sales Manager at Ojmar S.A.
Industry International Trade and Development
Experience
Ojmar S.A.   February 2010 - Present
Various  October 2006 - January 2010
Regency International Flooring LLC   September 2003 - October 2006
CapTrust Financial Advisors   September 1993 - September 2003
United States Marine Corps  August 1987 - August 1989

Skills
Sales Management, Sales, Account Management, New Business Development, Marketing Strategy, Business Development, Strategic Planning, Team Building, Marketing, Negotiation, Business Strategy, Contract Negotiation, Business Planning, B2B, Leadership, Sales Operations, Budgets, Team Leadership, Management, Entrepreneurship, Strategy, Start-ups

Education
University of Pennsylvania - The Wharton School   2003 — 2003
CIMA, Certified Investment Management Analyst

Hope College   1989 — 1993
Bachelor of Arts (BA), Psychology

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