Chevy Chase Financial Services
Industry: Company
DescriptionParent organizations: Capital One, National Association, SAUL B F REAL ESTATE INVESTMENT TRUST Subsidiaries: Chevy Chase InsuranceAgency, Inc, CHEVY CHASE SECURITIES, INC.
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Chevy Chase Financial Services Employees
Employee
Years
Job
Industry
Rosemarie F. Cohen, CFP® Rosemarie F. Cohen, CFP®'s Chevy Chase Financial Services Experience 1999 - 2009
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Capital One Financial Advisors 2009 - Present
Chevy Chase Financial Services 1999 - 2009
M&T Bank (formerly BSB Bank & Trust) 1992 - 1997
Ameriprise Financial Services, Inc. 1987 - 1992
Skills
Wealth Management, Personal Financial..., Retirement Planning, Series 7, Investment Management, Team Building, Strategic Partnerships, Asset Management, Insurance
Education
Rutgers University
Bachelor's degree, Business Administration and Management, General
Capital One Financial Advisors 2009 - Present
Chevy Chase Financial Services 1999 - 2009
M&T Bank (formerly BSB Bank & Trust) 1992 - 1997
Ameriprise Financial Services, Inc. 1987 - 1992
Skills
Wealth Management, Personal Financial..., Retirement Planning, Series 7, Investment Management, Team Building, Strategic Partnerships, Asset Management, Insurance
Education
Rutgers University
Bachelor's degree, Business Administration and Management, General
Bob Crossland Bob Crossland's Chevy Chase Financial Services Experience 2000 - 2001
Job President Crossland Insurance
Industry Insurance
Experience
Crossland Insurance June 2009 - Present
Crossland Insurance 2009 - Present
BNI 2008 - 2010
Capital Group Benefits October 2008 - June 2009
Rich Insurance Agency September 2003 - October 2008
Morgan Stanley Investment Management 2001 - 2003
Chevy Chase Financial Services 2000 - 2001
Austin / Crossland Insurance Agency 1998 - 2000
Prudential Insurance 1991 - 1998
Western Union 1981 - 1987
Skills
Health Insurance, Insurance, Benefits, Health, Medicare Supplements, Disability Insurance, Long-term Care, Annuities, Medicare, Dental, Term Life Insurance, Employee Benefits, Fixed Annuities, Dentistry, Budgets, Sales, Small Business, Cold Calling, Retirement, Life Insurance, Property & Casualty..., Human Resources, Brokers, Investments, Financial Planners, Retirement Planning, Critical Illness, Health Savings Accounts, Long Term Care Insurance, 401k, Estate Planning, Underwriting, Financial Planning
Education
Amherst College 1972 — 1976
BA cum laude, English, Sociology, Photography, Spanish
Crossland Insurance June 2009 - Present
Crossland Insurance 2009 - Present
BNI 2008 - 2010
Capital Group Benefits October 2008 - June 2009
Rich Insurance Agency September 2003 - October 2008
Morgan Stanley Investment Management 2001 - 2003
Chevy Chase Financial Services 2000 - 2001
Austin / Crossland Insurance Agency 1998 - 2000
Prudential Insurance 1991 - 1998
Western Union 1981 - 1987
Skills
Health Insurance, Insurance, Benefits, Health, Medicare Supplements, Disability Insurance, Long-term Care, Annuities, Medicare, Dental, Term Life Insurance, Employee Benefits, Fixed Annuities, Dentistry, Budgets, Sales, Small Business, Cold Calling, Retirement, Life Insurance, Property & Casualty..., Human Resources, Brokers, Investments, Financial Planners, Retirement Planning, Critical Illness, Health Savings Accounts, Long Term Care Insurance, 401k, Estate Planning, Underwriting, Financial Planning
Education
Amherst College 1972 — 1976
BA cum laude, English, Sociology, Photography, Spanish
Mauricio Perea, CFA, CFP® Mauricio Perea, CFA, CFP®'s Chevy Chase Financial Services Experience November 2005 - April 2008
Job Financial and Investment Planning that Combines a Global Perspective with a Personal Touch
Industry Financial Services
Experience
Burke & Herbert Bank October 2012 - Present
SunTrust Investment Services, Inc April 2008 - October 2012
Chevy Chase Financial Services November 2005 - April 2008
MicroVest Capital Management January 2003 - November 2005
IFC - International Finance Corporation January 1996 - December 2002
International Finance Corporation March 1994 - December 1995
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Uniform Combined State..., Mutual Funds, Securities, Financial Analysis, Series 7, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, International Business/Economic Development
Columbia College (NY) 1979 — 1983
BA, English
Burke & Herbert Bank October 2012 - Present
SunTrust Investment Services, Inc April 2008 - October 2012
Chevy Chase Financial Services November 2005 - April 2008
MicroVest Capital Management January 2003 - November 2005
IFC - International Finance Corporation January 1996 - December 2002
International Finance Corporation March 1994 - December 1995
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Uniform Combined State..., Mutual Funds, Securities, Financial Analysis, Series 7, Risk Management
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, International Business/Economic Development
Columbia College (NY) 1979 — 1983
BA, English
Kimberly Rodgers Kimberly Rodgers's Chevy Chase Financial Services Experience 2005 - 2007
Job Self Employed
Industry Investment Banking
Experience
T. Rowe Price May 2015 - Present
Presidio May 2015 - May 2015
Comptroller of Maryland January 2015 - January 2015
Morgan Stanley Smith Barney May 1996 - October 2014
QUICK CONNECTIONS ANSWERING SERVICE November 2005 - November 2013
CHEVY CHASE FINANCIAL SERVICES 2005 - 2007
Skills
Finance, Customer Service, Operations Management, Budget Process, Financial Accounting, Accounts Receivable, Accounts Payable, Dispatching, Mutual Funds, Banking, Credit, Leadership, Financial Analysis, Financial Services, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Risk Management, Analysis, Securities
Education
New Jersey City University 1984 — 1989
Bachelor of Arts (BA), Communication and Media Studies
New Jersey State University 1980 — 1989
Bachelor of Arts (BA), Communication and Media Studies
T. Rowe Price May 2015 - Present
Presidio May 2015 - May 2015
Comptroller of Maryland January 2015 - January 2015
Morgan Stanley Smith Barney May 1996 - October 2014
QUICK CONNECTIONS ANSWERING SERVICE November 2005 - November 2013
CHEVY CHASE FINANCIAL SERVICES 2005 - 2007
Skills
Finance, Customer Service, Operations Management, Budget Process, Financial Accounting, Accounts Receivable, Accounts Payable, Dispatching, Mutual Funds, Banking, Credit, Leadership, Financial Analysis, Financial Services, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Risk Management, Analysis, Securities
Education
New Jersey City University 1984 — 1989
Bachelor of Arts (BA), Communication and Media Studies
New Jersey State University 1980 — 1989
Bachelor of Arts (BA), Communication and Media Studies
Pauline Malmgren Pauline Malmgren's Chevy Chase Financial Services Experience January 1999 - June 2008
Job Financial Advisor
Industry Financial Services
Experience
Raymond James, Inc. Member FINRA/SIPC June 2008 - Present
Chevy Chase Financial Services January 1999 - June 2008
Riggs Bank / Independent Financial Services January 1993 - January 1999
Skills
Banking, Financial Advisory, Strategic Financial..., Credit, Credit Risk, Commercial Lending, Finance, Loans, Securities, Mortgage Lending, Asset Managment, Retail Banking, Small Business Lending
Education
University of Madrid in Spain 1982 — 1982
Graduate courses, International Studies
Longwood University 1978 — 1982
BA, Spanish, French and Sociology
Raymond James, Inc. Member FINRA/SIPC June 2008 - Present
Chevy Chase Financial Services January 1999 - June 2008
Riggs Bank / Independent Financial Services January 1993 - January 1999
Skills
Banking, Financial Advisory, Strategic Financial..., Credit, Credit Risk, Commercial Lending, Finance, Loans, Securities, Mortgage Lending, Asset Managment, Retail Banking, Small Business Lending
Education
University of Madrid in Spain 1982 — 1982
Graduate courses, International Studies
Longwood University 1978 — 1982
BA, Spanish, French and Sociology
Pete Berneburg Pete Berneburg's Chevy Chase Financial Services Experience September 2008 - May 2010
Job National Product Manager at Capital One Investment Services LLC
Industry Investment Management
Experience
Capital One Investment Services LLC May 2010 - Present
Chevy Chase Financial Services September 2008 - May 2010
Chevy Chase Financial Services 1997 - 2008
Skills
Asset Management, General Insurance, Equities, Investments, Financial Planning, Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Fixed Income, Banking, Investment Strategies, Securities, Personal Finance, Retirement, Series 63, Series 4, Series 65, Annuities, Long Term Care, Fixed Annuities, Financial Services, Investment Advisory, Portfolio Management, Strategic Financial..., FINRA
Education
University of Maryland College Park 1987 — 1992
B.S., Finance
Capital One Investment Services LLC May 2010 - Present
Chevy Chase Financial Services September 2008 - May 2010
Chevy Chase Financial Services 1997 - 2008
Skills
Asset Management, General Insurance, Equities, Investments, Financial Planning, Insurance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Fixed Income, Banking, Investment Strategies, Securities, Personal Finance, Retirement, Series 63, Series 4, Series 65, Annuities, Long Term Care, Fixed Annuities, Financial Services, Investment Advisory, Portfolio Management, Strategic Financial..., FINRA
Education
University of Maryland College Park 1987 — 1992
B.S., Finance
Keyan Abrishamkar's Chevy Chase Financial Services Experience October 2004 - October 2008
Job Financial Advisor, Vice President at Capital One
Industry Financial Services
Experience
Capital One October 2008 - Present
Chevy Chase Financial Services October 2004 - October 2008
Skills
Investments, Finance, Management, Strategic Financial..., Relationship Management, Portfolio Management, Retirement, Banking
Education
University of Maryland College Park 1998 — 2003
BA, Economics/Marketing
Capital One October 2008 - Present
Chevy Chase Financial Services October 2004 - October 2008
Skills
Investments, Finance, Management, Strategic Financial..., Relationship Management, Portfolio Management, Retirement, Banking
Education
University of Maryland College Park 1998 — 2003
BA, Economics/Marketing
Manuel M. Moral, CFP®'s Chevy Chase Financial Services Experience June 1995 - December 2009
Job VP, Financial Advisor at Capital One Bank
Industry Investment Management
Experience
Capital One Financial Advisors June 1995 - Present
Chevy Chase Financial Services June 1995 - December 2009
Skills
Wealth Management, Investment Strategies, Insurance, Finance, Series 7, Mutual Funds, Series 63, Retirement Planning, Securities, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Financial Planning
Education
Georgetown University
Executive Certificate in Financial Planning
University of Maryland College Park
Capital One Financial Advisors June 1995 - Present
Chevy Chase Financial Services June 1995 - December 2009
Skills
Wealth Management, Investment Strategies, Insurance, Finance, Series 7, Mutual Funds, Series 63, Retirement Planning, Securities, Strategic Financial..., Asset Allocation, Financial Advisory, Investments, Financial Planning
Education
Georgetown University
Executive Certificate in Financial Planning
University of Maryland College Park
Michael Cheung, CFA's Chevy Chase Financial Services Experience July 2003 - December 2005
Job Managing Director at Maryland State Retirement and Pension System
Industry Investment Management
Experience
Maryland State Retirement and Pension System February 2011 - Present
Maryland State Retirement and Pension System April 2009 - February 2011
Keel Point Advisors, LLC June 2006 - March 2009
John Hancock Financial Network January 2005 - June 2006
Chevy Chase Financial Services July 2003 - December 2005
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Due Diligence, Portfolio Performance..., Microsoft Excel, Bloomberg, Alternative Investments, Finance, Financial Risk, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Finance, 3.9
Colgate University 1999 — 2003
Bachelor's degree, Economics and Mathematics
Maryland State Retirement and Pension System February 2011 - Present
Maryland State Retirement and Pension System April 2009 - February 2011
Keel Point Advisors, LLC June 2006 - March 2009
John Hancock Financial Network January 2005 - June 2006
Chevy Chase Financial Services July 2003 - December 2005
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Due Diligence, Portfolio Performance..., Microsoft Excel, Bloomberg, Alternative Investments, Finance, Financial Risk, Risk Management
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA, Finance, 3.9
Colgate University 1999 — 2003
Bachelor's degree, Economics and Mathematics
Holly P. Mackay's Chevy Chase Financial Services Experience August 2008 - September 2009
Job CFP, CLU, ChFC
Industry Financial Services
Experience
Lincoln Financial Advisors December 2012 - Present
Capital One Financial Advisors (formerly Chevy Chase Financial Services) September 2009 - December 2012
Chevy Chase Financial Services August 2008 - September 2009
Chevy Chase Financial Services September 2005 - July 2008
Chevy Chase Financial Servies January 2000 - August 2005
Chevy Chase Financial Services May 1997 - December 1999
Chevy Chase Financial Servies May 1996 - April 1997
Chevy Chase Financial Services May 1993 - April 1996
Chevy Chase Financial Services March 1992 - April 1993
Chevy Chase Bank, FSB January 1990 - February 1992
Skills
Wealth Management, Certified Financial..., Series 7, Investments, Retirement Planning, Chartered Life..., Chartered Financial..., Licensed Life Insurance..., Wealth Management..., Investment Advisory, Strategic Financial..., Financial Advisory, Individual Life, Mutual Funds, Securities
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Financial Planning and Services
Hollins University 1985 — 1989
Bachelor of Arts (BA), Economics
Lincoln Financial Advisors December 2012 - Present
Capital One Financial Advisors (formerly Chevy Chase Financial Services) September 2009 - December 2012
Chevy Chase Financial Services August 2008 - September 2009
Chevy Chase Financial Services September 2005 - July 2008
Chevy Chase Financial Servies January 2000 - August 2005
Chevy Chase Financial Services May 1997 - December 1999
Chevy Chase Financial Servies May 1996 - April 1997
Chevy Chase Financial Services May 1993 - April 1996
Chevy Chase Financial Services March 1992 - April 1993
Chevy Chase Bank, FSB January 1990 - February 1992
Skills
Wealth Management, Certified Financial..., Series 7, Investments, Retirement Planning, Chartered Life..., Chartered Financial..., Licensed Life Insurance..., Wealth Management..., Investment Advisory, Strategic Financial..., Financial Advisory, Individual Life, Mutual Funds, Securities
Education
College for Financial Planning 2005 — 2006
Master of Science (M.S.), Financial Planning and Services
Hollins University 1985 — 1989
Bachelor of Arts (BA), Economics
Danielle G. Thibault, CFP's Chevy Chase Financial Services Experience February 1999 - September 2008
Job Vice President and Director of Wealth Strategies
Industry Financial Services
Experience
Capital One Financial Advisors a subsidiary of Capital One Bank, NA September 2010 - October 2012
Chevy Chase Financial Services, a non-banking subsidiary of Capital One Bank, N.A. August 2008 - September 2010
Chevy Chase Financial Services February 1999 - September 2008
Chevy Chase Financial Services 1997 - 1999
Chevy Chase Financial Services February 1995 - February 1997
Chevy Chase Financial Services February 1994 - February 1995
Chevy Chase Bank February 1992 - 1994
Skills
Asset Managment, Wealth Management, Financial Services, Investments, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management..., Series 7, Business Analysis, FINRA, Insurance, Investment Advisory, Management, Loan Origination, Bonds, Financial Advisory, Sales, Relationship Management, Asset Management, Credit Analysis
Education
College for Financial Planning 2003 — 2003
CFP, Certified Financial Planning Practioner
University of Maine 1987 — 1991
BA
Capital One Financial Advisors a subsidiary of Capital One Bank, NA September 2010 - October 2012
Chevy Chase Financial Services, a non-banking subsidiary of Capital One Bank, N.A. August 2008 - September 2010
Chevy Chase Financial Services February 1999 - September 2008
Chevy Chase Financial Services 1997 - 1999
Chevy Chase Financial Services February 1995 - February 1997
Chevy Chase Financial Services February 1994 - February 1995
Chevy Chase Bank February 1992 - 1994
Skills
Asset Managment, Wealth Management, Financial Services, Investments, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management..., Series 7, Business Analysis, FINRA, Insurance, Investment Advisory, Management, Loan Origination, Bonds, Financial Advisory, Sales, Relationship Management, Asset Management, Credit Analysis
Education
College for Financial Planning 2003 — 2003
CFP, Certified Financial Planning Practioner
University of Maine 1987 — 1991
BA
Calleigh Fletcher's Chevy Chase Financial Services Experience 2006 - 2007
Job Independent Insurance Agent
Industry Financial Services
Experience
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Highland Capital Brokerage February 2012 - June 2012
SunTrust Investment Services April 2008 - January 2012
SunTrust Investment Services March 2007 - April 2008
Chevy Chase Financial Services 2006 - 2007
Edward Jones October 2005 - February 2006
Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management
Education
Georgia College and State University 2000 — 2005
BBA, Economics
Christopher Talbert's Chevy Chase Financial Services Experience June 2004 - June 2005
Job Vice President at Burke and Herbert Wealth Management
Industry Financial Services
Experience
Burke and Herbert Wealth Management June 2012 - Present
Capital One Financial Advisors March 2009 - June 2012
Chevy Chase Financial Advisors June 2005 - March 2009
Chevy Chase Financial Services June 2004 - June 2005
Skills
Investments, Retirement Planning, Estate Tax Planning, Wealth Management, Insurance Planning, Financial Planning
Education
Georgetown University
Executive Certificate in Financial Planning
University of Virginia 2000 — 2004
Commerce, Finance
Burke and Herbert Wealth Management June 2012 - Present
Capital One Financial Advisors March 2009 - June 2012
Chevy Chase Financial Advisors June 2005 - March 2009
Chevy Chase Financial Services June 2004 - June 2005
Skills
Investments, Retirement Planning, Estate Tax Planning, Wealth Management, Insurance Planning, Financial Planning
Education
Georgetown University
Executive Certificate in Financial Planning
University of Virginia 2000 — 2004
Commerce, Finance
L. Allison Charley's Chevy Chase Financial Services Experience 2005 - 2006
Job Compliance Executive for RIAs, BDs and Private Funds
Industry Financial Services
Experience
U.S. Securities and Exchange Commission 2015 - Present
MIP Global, Inc. 2013 - 2015
Financial Industry Technical Services 2008 - 2015
Charley Compliance Consulting 2008 - 2015
Rydex Investments 2006 - 2008
Chevy Chase Financial Services 2005 - 2006
Capital Financial Group/H.Beck 2002 - 2005
Various Firms 2000 - 2002
Skills
Financial Services, Mutual Funds, FINRA, Securities, Hedge Funds, AML, Investments, Series 7, Fixed Income, Equities, Asset Management, ETFs, Series 24, USA PATRIOT Act, Compliance, Alternative Investments, Investment Advisory, SEC, Bank Secrecy Act, Risk Management, Project Management, Due Diligence, Derivatives, Investment Management, Trading, Separately Managed..., Insurance, Investment Strategies, Uniform Combined State..., Regulatory Reporting, Operational Efficiency, Securities Regulation, Securities Arbitration, Growth Initiatives, Licensing, Asset Managment, Managed Futures, Fixed Annuities, Closed-end Funds, Structured Products, Wealth Management, Commodity, Financial Advisory, OFAC, Broker-Dealer, Code of Ethics, KYC, Investment Advisers Act, Investment Company Act, Swaps
Education
Hollins University 1994 — 1998
B.A.
U.S. Securities and Exchange Commission 2015 - Present
MIP Global, Inc. 2013 - 2015
Financial Industry Technical Services 2008 - 2015
Charley Compliance Consulting 2008 - 2015
Rydex Investments 2006 - 2008
Chevy Chase Financial Services 2005 - 2006
Capital Financial Group/H.Beck 2002 - 2005
Various Firms 2000 - 2002
Skills
Financial Services, Mutual Funds, FINRA, Securities, Hedge Funds, AML, Investments, Series 7, Fixed Income, Equities, Asset Management, ETFs, Series 24, USA PATRIOT Act, Compliance, Alternative Investments, Investment Advisory, SEC, Bank Secrecy Act, Risk Management, Project Management, Due Diligence, Derivatives, Investment Management, Trading, Separately Managed..., Insurance, Investment Strategies, Uniform Combined State..., Regulatory Reporting, Operational Efficiency, Securities Regulation, Securities Arbitration, Growth Initiatives, Licensing, Asset Managment, Managed Futures, Fixed Annuities, Closed-end Funds, Structured Products, Wealth Management, Commodity, Financial Advisory, OFAC, Broker-Dealer, Code of Ethics, KYC, Investment Advisers Act, Investment Company Act, Swaps
Education
Hollins University 1994 — 1998
B.A.
Philip Pace's Chevy Chase Financial Services Experience May 1988 - May 1997
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2000 - Present
John Hancock 1998 - 2000
Chevy Chase Financial Services May 1988 - May 1997
Meritor Financial 1985 - 1988
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Equities, Fixed Income, Portfolio Management, Securities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Financial Services, Retirement Planning, Series 65, Separately Managed...
Education
University of Maryland University College 1993 — 1995
BS, Business
Eaton Vance May 2000 - Present
John Hancock 1998 - 2000
Chevy Chase Financial Services May 1988 - May 1997
Meritor Financial 1985 - 1988
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Investments, Asset Allocation, Asset Management, Wealth Management, Equities, Fixed Income, Portfolio Management, Securities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Financial Services, Retirement Planning, Series 65, Separately Managed...
Education
University of Maryland University College 1993 — 1995
BS, Business
Penny Whitehouse's Chevy Chase Financial Services Experience 1998 - 1999
Job Professional Office Management & Administrative Services
Industry Consumer Services
Experience
Coldwell Banker 2013 - 2015
Coldwell Banker 2013 - 2015
Kelly Services 2013 - 2013
Prime Staffing, Inc. 2012 - 2013
SNI Companies 2012 - 2012
Delta Associates 2005 - 2012
Tru-Green Chemlawn 2001 - 2005
Paine Webber 1999 - 2000
Chevy Chase Financial Services 1998 - 1999
Oppenheimer & Co. 1986 - 1998
Skills
Valuation, Asset Managment, Financial Analysis, Asset Management, Real Estate Transactions, Microsoft Excel, Access, Data Entry, Budgets, Human Resources, Research, PowerPoint, Outlook, Sales, Accounts Payable, Marketing, Training
Education
Northern Virginia Community College
Business Administration and Management, General
Hunter College 1982 — 1984
Marymount Manhattan College 1980 — 1982
Coldwell Banker 2013 - 2015
Coldwell Banker 2013 - 2015
Kelly Services 2013 - 2013
Prime Staffing, Inc. 2012 - 2013
SNI Companies 2012 - 2012
Delta Associates 2005 - 2012
Tru-Green Chemlawn 2001 - 2005
Paine Webber 1999 - 2000
Chevy Chase Financial Services 1998 - 1999
Oppenheimer & Co. 1986 - 1998
Skills
Valuation, Asset Managment, Financial Analysis, Asset Management, Real Estate Transactions, Microsoft Excel, Access, Data Entry, Budgets, Human Resources, Research, PowerPoint, Outlook, Sales, Accounts Payable, Marketing, Training
Education
Northern Virginia Community College
Business Administration and Management, General
Hunter College 1982 — 1984
Marymount Manhattan College 1980 — 1982
Robert Nicoll's Chevy Chase Financial Services Experience October 1994 - January 2001
Job Senior Vice President at Compass Point Research and Trading LLC
Industry Capital Markets
Experience
Compass Point Research and Trading LLC September 2009 - Present
FBR February 2001 - August 2009
Chevy Chase Financial Services October 1994 - January 2001
Education
University of Maryland College Park 1997 — 2002
BA, Speech Communications
Compass Point Research and Trading LLC September 2009 - Present
FBR February 2001 - August 2009
Chevy Chase Financial Services October 1994 - January 2001
Education
University of Maryland College Park 1997 — 2002
BA, Speech Communications
Luke Rodney's Chevy Chase Financial Services Experience April 2006 - June 2008
Job Military veteran with diverse professional background
Industry Consumer Services
Experience
Capital One Financial Advisors / Capital One Bank June 2008 - Present
TroopSwap 2012 - 2013
Chevy Chase Financial Services April 2006 - June 2008
U.S. Army November 1998 - December 2002
Education
Strayer University-Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration/International Business, 3.75
Capital One Financial Advisors / Capital One Bank June 2008 - Present
TroopSwap 2012 - 2013
Chevy Chase Financial Services April 2006 - June 2008
U.S. Army November 1998 - December 2002
Education
Strayer University-Maryland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration/International Business, 3.75
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY