Global Financial Private Capital, LLC

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Global Financial Private Capital, LLC Employees

Employee
Years
Job
Industry
Geoffrey A. Frazier, CFP®, ChFC®, CLU® Geoffrey A. Frazier, CFP®, ChFC®, CLU® Sarasota, Florida Details
Geoffrey A. Frazier, CFP®, ChFC®, CLU®'s Global Financial Private Capital, LLC Experience December 1991 - Present
Job President, Global Financial Private Capital, LLC
Industry Investment Management
Experience
Ear Research Foundation   December 2012 - Present
Ear Research Foundation   January 2004 - Present
Global Financial Private Capital, LLC   December 1991 - Present

Skills
Wealth Management, Asset Allocation, Portfolio Management, Public Speaking, Negotiation, Asset Managment, Strategic Financial..., Personal CFO, High Net Worth..., Retirement Planning, Financial Advisory, Investments, Investment Strategies, Asset Management, Retirement, Finance, Financial Planners, Financial Services, Securities, Strategy, Wealth, Private Equity, Wealth Accumulation, Estate Planning, Investment Advisory, 401k Rollovers, 401k, IRAs, ETFs, Wealth Management..., Certified Financial..., Personal Finance, Investment Management, Financial Planning

Education
University of Florida - Warrington College Of Business   1985 — 1989
BSBA, Finance, Actuarial Science

Stephanie C. Heidemann Stephanie C. Heidemann Sarasota, Florida Details
Stephanie C. Heidemann's Global Financial Private Capital, LLC Experience January 2014 - Present
Job Communications Coordinator at Global Financial Private Capital, LLC
Industry Marketing and Advertising
Experience
Global Financial Private Capital, LLC   January 2014 - Present
Authentic Voicework   January 2006 - Present
Kelly Services  June 2013 - December 2013
Arts & Cultural Alliance of Sarasota County   June 2012 - December 2013
The Resonance Project   2008 - 2013
Independent Contractor  December 2001 - August 2012
VIDA, LLC   October 1994 - May 2002
Bloomington Hospital, Educational Services   August 1999 - April 2001
Kelly Services  January 1999 - August 1999

Skills
Music, Teaching, Special Events..., Community Outreach, Voice Therapy, Voice Lessons, Event Planning, Performing Arts, Expressive Arts..., Healing Arts, Proposal Writing, Corporate Events, Marketing Communications, Vocalist, Music Soundtracks, Studio Vocalist, Music Arrangement, Editing, Social Media

Education
Indiana University Bloomington   1994 — 1998
Bachelor of Arts (B.A.), Expressive Arts Therapies

Edgar Cayce/Reilly School of Massotherapy   2001 — 2001
Certificate, Massage Therapy/Therapeutic Massage

Michelle Leilani Hall Michelle Leilani Hall Clearwater, Florida Details
Michelle Leilani Hall's Global Financial Private Capital, LLC Experience January 2011 - September 2012
Job
Industry Pharmaceuticals
Experience
CoreRx, Inc.   July 2015 - Present
Data Age Business Systems Inc.  January 2015 - July 2015
Data Age Business Systems Inc.  September 2013 - January 2015
Global Financial Private Capital, LLC   January 2011 - September 2012
Thomas Bute and Associates   April 2009 - October 2011
Akron Public Schools  December 2009 - May 2011
United Way of Summit County  January 2009 - May 2009
The Nervous Dog Coffee Shop   October 2006 - January 2009

Skills
•Conversational..., Press Releases, Public Relations, Public Speaking, Spanish, Teaching, Publications, Fundraising, Event Planning, Nonprofits, Community Outreach, Newsletters, Editing, Grant Writing, Media Relations, Social Media, Volunteer Management, Event Management, Program Development, Community Development, Marketing Communications, Copy Editing, Speech Writing, Eblasts, Marketing Copy, Leadership, Marketing

Education
The University of Akron   2010 — 2011
Not complete Graduate school, Special Education and Teaching

The University of Akron   2004 — 2007
Bachelor of Arts, Business and Organizational Communication; Public Relations

Kristy Terenzio Kristy Terenzio Bradenton, Florida Details
Kristy Terenzio's Global Financial Private Capital, LLC Experience March 2013 - December 2013
Job Account Executive, Financial Services & Benefits at Boyd Insurance & Investment Services
Industry Financial Services
Experience
Boyd Insurance & Investment Services   January 2014 - Present
Global Financial Private Capital, LLC   March 2013 - December 2013
Global Financial Private Capital, LLC   July 2011 - December 2013
Global Financial Private Capital, LLC   September 2010 - December 2013
RMC Property Group  2010 - 2010

Skills
Retirement Planning, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Financial Services, Retirement, Financial Planners, Wealth Management, Mutual Funds, 401k Rollovers, Financial Planning, Securities, Employee Benefits, Financial Advisory, Employee Benefits Design

Education
The American College   2014 — 2015
Charted Financial Consultant (ChFC) Program, Financial Services

Self Study   2013 — 2014

University of South Florida   2007 — 2011
Bachelor of Science (B.S.), Finance

Jordan Slack, CRPC® Jordan Slack, CRPC® Sarasota, Florida Details
Jordan Slack, CRPC®'s Global Financial Private Capital, LLC Experience June 2015 - Present
Job Advisor Relationship Manager at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   June 2015 - Present
Global Financial Private Capital, LLC   February 2014 - June 2015
Wells Fargo Advisors  April 2012 - October 2013

Skills
Financial Services, Leadership, Customer Service, Financial Advisory, Mutual Funds, Series 65, Financial Planning, Asset Management, Microsoft Excel, Communication, Managed Money, CRPC, Process Improvement, NetSuite

Education
College for Financial Planning   2015 — 2017
Master of Science in Personal Financial Planning

Mansfield University of Pennsylvania   2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General

Corning Community College   2010 — 2011
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities

Patti May Patti May San Ramon, California Details
Patti May's Global Financial Private Capital, LLC Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Global Financial Private Capital, LLC   April 2015 - Present
Sterling National Financial Group  2011 - Present
National Life Group  April 1995 - Present
May Financial & Insurance Services   1992 - Present
LSW  1992 - Present
Cetera Advisor Networks LLC  2004 - 2014

Skills
Retirement Planning, Investments, Retirement Savings, Roth IRA, 403 b, Life Insurance, Financial Planning, Wealth Management, Insurance, Estate Planning, 401k, Financial Advisory, Retirement, Fixed Annuities

Education
Oregon State University
Bachelor of Science (B.S.), Business - Finance

Jaquelyne Assell Jaquelyne Assell Bradenton, Florida Details
Jaquelyne Assell's Global Financial Private Capital, LLC Experience December 2014 - August 2015
Job Business Consultant | TriNet
Industry Human Resources
Experience
TriNet  August 2015 - Present
Global Financial Private Capital, LLC   December 2014 - August 2015
Global Financial Private Capital, LLC   August 2014 - April 2015
PayServ Systems  July 2013 - June 2014
Grainger  2012 - 2013

Skills
Stock Trading, Financial Analysis, Financial Markets, Financial Mgmt, Strategic Partnerships, Building Relationships, Classical Ballet, Dance, Banking, Legal Assistance, Cold Calling, Sales Operations, Sales, Sales Presentations, Account Management, Solution Selling, Social Media, Time Management, B2B, Outside Sales, Customer Retention, Consultative Sales...

Education
Northern Illinois University   2008 — 2010
Bachelor of Arts (BA), English Language and Literature, General

Kishwaukee College   2005 — 2007
Associate of Arts and Sciences (AAS), General Studies

Steven Zanolli Steven Zanolli Tampa, Florida Details
Steven Zanolli's Global Financial Private Capital, LLC Experience December 2010 - Present
Job Investment Advisor Representative at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Sandy Morris Financial, Inc.   December 2010 - Present
Global Financial Private Capital, LLC   December 2010 - Present
USA Tax & Insurance Services, Inc.   April 2003 - February 2010

Skills
Investments, Retirement Planning, Fixed Annuities, IRAs, Estate Planning, Retirement, Financial Advisory, Investment Advisory, Wealth Management, Financial Planners, Wealth Accumulation, Wealth Management..., Investment Strategies, Mutual Funds, Asset Allocation, Financial Planning

Education
University of South Carolina-Columbia   1991 — 1995
Bachelor of Arts (B.A.), Philosophy

Austin H. Boyd Austin H. Boyd Bradenton, Florida Details
Austin H. Boyd's Global Financial Private Capital, LLC Experience March 2011 - December 2012
Job Commercial Account Executive at Boyd Insurance & Investment Services
Industry Insurance
Experience
Boyd Insurance & Investment Services   January 2013 - Present
Global Financial Private Capital, LLC   March 2011 - December 2012

Skills
Insurance, Commercial Insurance, Property & Casualty..., New Business Development, Legal Liability, Strategic Financial..., Finance, Underwriting, Investments, Financial Planners, Customer Service, Sales

Education
Florida State University   2006 — 2010
Bachelor's of Science, Risk Management & Insurance

Florida State University - College of Business

Darrin A. Salge, CFP® Darrin A. Salge, CFP® Dallas/Fort Worth Area Details
Darrin A. Salge, CFP®'s Global Financial Private Capital, LLC Experience September 2011 - November 2012
Job Vice President & Trust Officer at American National Bank & Trust
Industry Financial Services
Experience
American National Bank & Trust  November 2012 - Present
Global Financial Private Capital, LLC   September 2011 - November 2012
Salge Financial   January 2010 - November 2012
Financial Safari Radio Show - KLIF 570am   June 2012 - September 2012
First United Bank  May 2005 - December 2009
Farmers and Merchants State Bank  June 2002 - May 2005
CIGNA Group Insurance  July 1987 - May 2002

Skills
Asset Management, Investments, Asset, Portfolio Management, Strategic Financial..., Financial Analysis, IRA Distribuition..., Business Development, Customer Relations, Contract Negotiation, Market Research, National Accounts, Agency Management..., Team Building, Presentations, Product Introduction, Profit and Loss, Asset Managment, Finance, Insurance, IRAs, Underwriting, Financial Services, Customer Service, Banking, Estate Planning

Education
Texas Christian University - M.J. Neeley School of Business   1983 — 1987
BBA, Finance

CERTIFIED FINANCIAL PLANNER™

Robert Kokol CFP®, CDFA, AEP®, MBA Robert Kokol CFP®, CDFA, AEP®, MBA Tampa/St. Petersburg, Florida Area Details
Robert Kokol CFP®, CDFA, AEP®, MBA's Global Financial Private Capital, LLC Experience February 2014 - Present
Job Divorce Planning, Asset Management, Trust and Estate Planning
Industry Financial Services
Experience
Global Financial Private Capital, LLC   February 2014 - Present
GF Investment Services, LLC   August 2013 - Present
Divorce Financial Planning LLC   May 2011 - Present
Tampa Bay Collaborative Divorce Group   May 2011 - Present
Next Generation Divorce f/k/a Tampa Bay Collaborative Divorce Institute   August 2010 - Present
Tampa Orlando Pinellas Jewish foundation   2010 - Present
Beth Kokol Arts LLC   2010 - Present
Tampa Bay Estate Planning Council   July 2009 - Present
Platinum Wealth Partners Inc  May 2011 - February 2014
Divorce Planning + Financial Strategies   October 2009 - May 2011

Skills
Divorce Planning, Financial Planning, Asset Management, Wealth Management, Estate Planning, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Negotiation, Strategic Planning, Trusts, Risk Management, Wealth Transfer, Strategic Financial..., Asset Managment, Wealth, Collaborative Divorce, Collaborative Law, Retirement Planning, Mediation, Insurance, Retirement, Banking, Financial Services, Financial Advisory, High Net Worth..., Investment Strategies, Series 7, Financial Planners, Securities, Wealth Management..., Finance, IRAs, Fixed Annuities, Personal Finance, Certified Financial..., Series 63, Mutual Funds, Alternative Investments, 401k, Investment Management, Wealth Accumulation, Series 65, Long-term Care, Uniform Combined State..., Pensions, 401k Rollovers, FINRA, Trust Services

Education
Earned AEP® designation from the National Association of Estate Planning Councils   2010 — 2010
AEP®, Accredited Estate Planner designation

University of South Florida   2010 — 2010
Certified Mediator, Florida Supreme Court, Family Law, Mediation- familynlaw

Institute for Divorce Financial Analysts   2009 — 2009
CDFA, Certified Divorce Financial Analyst designation, Financial Planning and Services

Earned CFP® certification from the Board of Standards   1996 — 1998
CFP, CFP Professional Education Program

University of Miami - School of Business   1988 — 1990
MBA, Finance and Financial Management Services

Colgate University   1979 — 1983
BA, Philosophy & Religion

Amber Kelly Amber Kelly Sarasota, Florida Area Details
Amber Kelly's Global Financial Private Capital, LLC Experience March 2012 - Present
Job Financial Planner at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   March 2012 - Present
Hanna Pavement Services, Inc.   March 2006 - March 2009

Skills
Estate Planning, Wealth Management, Fixed Annuities, Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Portfolio Management, Financial Advisory, Strategic Financial..., Investments, Mutual Funds, Wealth Accumulation, Investment Strategies, Financial Planners, IRAs, Securities, Wealth, Investment Management, Life Insurance, Series 7, Wealth Management..., 401k, Alternative Investments, Insurance, Asset Management, High Net Worth..., Financial Planning

Education
Southern New Hampshire University   2008 — 2011
Bachelor of Science (BS), Economics & Finance

Pamela McMillan Pamela McMillan Sarasota, Florida Area Details
Pamela McMillan's Global Financial Private Capital, LLC Experience June 2014 - Present
Job Advisor Billing Associate at Global Financial Private Capital, LLC
Industry Accounting
Experience
Global Financial Private Capital, LLC   June 2014 - Present
Hyatt Place Denver Cherry Creek   September 2013 - May 2014
Unisyn Medical Technologies  October 2010 - July 2013
Coors Credit Union  2009 - 2009

Skills
Hospitality Management, Microsoft Office, Problem Solving, Team Building, Administration, Strategic Planning, Customer Relations, Research, Customer Service, System Administration, Management, Process Improvement, Vendor Relationships, Accounts Payable, Human Resources, Payroll, Inventory Management, Accounts Receivable, Budgets, Customer Satisfaction

Education
Metropolitan State University of Denver   2009 — 2014
Hospitality Management, Hospitality Management - Emphasis in Hotel and Restaurant

Metropolitan State University of Denver   2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management

Paul Cox CRPC ® Paul Cox CRPC ® Phoenix, Arizona Area Details
Paul Cox CRPC ®'s Global Financial Private Capital, LLC Experience April 2013 - February 2015
Job Investment Advisor Represenative at Cox Advisors, LLC
Industry Financial Services
Experience
Cox Advisors, LLC   February 2013 - Present
Global Financial Private Capital, LLC   April 2013 - February 2015
The Wealth Management Group   January 2008 - February 2011
MBA Commericial Real Estate   March 2005 - February 2008
Arizona Floral Exchange Inc.   January 1998 - January 2008

Skills
Retirement Planning, Risk Management, Long Term Care Insurance, Investment Advisory, Financial Analysis, Life Insurance, Strategic Financial..., Insurance, Retirement, Wealth Management, Mutual Funds, IRAs, Fixed Annuities, Finance, Financial Advisory, Financial Planners, Wealth Accumulation, Securities, Investments, Asset Allocation, Investment Strategies, Estate Planning, Financial Planning

Education
College for Financial Planning
Chartered Retirement Planning Counselor, Retirement Planning

Chandler/Gilbert Community College

Arizona Western College

Chandler High School   1992 — 1996

Jordan Allison Jordan Allison Sarasota, Florida Details
Jordan Allison's Global Financial Private Capital, LLC Experience August 2014 - Present
Job Financial Services Startup & Venture Capital
Industry Financial Services
Experience
Global Financial Private Capital, LLC   August 2014 - Present
Robin-Hood Forex   November 2013 - August 2014

Skills
Public Speaking, Financial Analysis, Portfolio Management, Social Media Marketing, Strategic Planning, Start-ups, Wealth Management, Small Business..., Marketing, Leadership, Customer Service, Microsoft Office, Teaching, Time Management, Team Building, Event Planning, Marketing Strategy, Sales, Digital Strategy

Education
Missouri Baptist University   2011 — 2013
Associate of Arts and Sciences (A.A.), Accounting and Finance

Maxime Choiniere Maxime Choiniere Sarasota, Florida Details
Maxime Choiniere's Global Financial Private Capital, LLC Experience February 2015 - Present
Job Financial Planning Associate at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   February 2015 - Present
Richter10.2 Media Group  November 2009 - February 2015
MGE MANAGEMENT EXPERTS, INC.   January 2008 - December 2008

Skills
Digital Media, Social Media, Video Production, New Media, Social Media Marketing, Online Advertising, Entrepreneurship, Video, Digital Marketing, Marketing Strategy, Start-ups, Online Marketing, Management, Finance, Organization, Editing, Email Marketing

Education
Florida State University   2012 — 2014
Bachelor of Science (B.S.), Finance, General

St. Petersburg College   2010 — 2012
Associate of Arts (A.A.)

Jason Sebastianelli Jason Sebastianelli Sarasota, Florida Details
Jason Sebastianelli's Global Financial Private Capital, LLC Experience September 2012 - Present
Job Financial Planner at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   September 2012 - Present
Wells Fargo  August 2011 - September 2012

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Mutual Funds, Retirement, IRAs, Series 7, Financial Planners, Financial Advisory, Wealth Management..., Estate Planning, Wealth Accumulation, Financial Planning, Investments

Education
The Ohio State University   2006 — 2011
Bachelor of Science (B.S.), Consumer and Family Financial Services

Wyatt Page Wyatt Page New York, New York Details
Wyatt Page's Global Financial Private Capital, LLC Experience June 2015 - August 2015
Job Analyst at Antarctica Asset Management
Industry Financial Services
Experience
Antarctica Asset Management   September 2015 - Present
Global Financial Private Capital, LLC   June 2015 - August 2015
Harry's Cafe and Steak   September 2013 - November 2013
Mercer Kitchen LLC  July 2013 - September 2013
Glaxis Global Partners, Hedge Fund   May 2013 - June 2013

Skills
Bloomberg Terminal, Bloomberg Data License, Microsoft Excel, Financial Modeling, Macroeconomics, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Financial Analysis, Sales, NetSuite, Python, Public Speaking, Research, Finance, Portfolio Management, Customer Service

Education
New York University   2013 — 2017
Bachelor of Arts (B.A.), Individualized Study: Trading in Financial Markets

The Out-of-Door Academy   2002 — 2013
High School Diploma, Liberal Arts and Sciences/Liberal Studies, Weighted GPA 3.7

Drew Seyller Drew Seyller Rockford, Illinois Details
Drew Seyller's Global Financial Private Capital, LLC Experience April 2014 - Present
Job Investment Advisor Represtentative at Seyller Financial Group, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   April 2014 - Present
Seyller Financial Group, LLC   June 2012 - Present

Skills
Wealth Management

Education
Southern Illinois University, Edwardsville
Bachelor of Science, Business Economics and Finance

Alan Zak Alan Zak Sarasota, Florida Area Details
Alan Zak's Global Financial Private Capital, LLC Experience June 2015 - Present
Job Advisor Support Assistant at Global Financial Private Capital
Industry Financial Services
Experience
Global Financial Private Capital, LLC   June 2015 - Present
Tervis  September 2012 - May 2015
Source Interlink Companies  May 2009 - August 2012
Pelican's Nest Golf Club, Inc.   December 2007 - December 2008

Skills
Analysis, Forecasting, Microsoft Excel, CRM, Market Research, Accounts Receivable, Marketing Strategy, Negotiation, Business Objects, Excel, Reporting & Analysis, Business Mapping, MapPoint, Jonas, Oracle E-Business Suite, Oracle Reports

Education
Florida Gulf Coast University   2003 — 2007
Bachelors - Finance, Minor - Economics, Banking, Corporate, Finance, and Securities Law

Thomas Burr Thomas Burr Tampa/St. Petersburg, Florida Area Details
Thomas Burr's Global Financial Private Capital, LLC Experience July 2014 - Present
Job Technology Manager
Industry Financial Services
Experience
Global Financial Private Capital, LLC   July 2014 - Present
HSN  March 2013 - July 2014
Raymond James & Associates, Inc   July 2008 - February 2013
Masonite  June 2007 - July 2008
United States Marine Corps  July 1988 - December 2005

Skills
SSIS, T-SQL, SQL, C#, VB.NET, Microsoft SQL Server, Java, SSRS, DB2, XML, Agile Methodologies, Requirements Analysis, SDLC, HTML, Integration, .NET, Software Development, Access, Requirements Gathering, Visio, ASP.NET, Enterprise Architecture, Scrum, Visual Basic, IIS, Web Services, Business Analysis, JavaScript, Software Project..., C++, Visual Studio, Databases, Agile Project Management, SOA, Systems Analysis, Web Applications, ASP, ASP.NET MVC, Database Design, PL/SQL, Stored Procedures, Testing

Education
University of Sioux Falls   2000 — 2005
Bachelor of Science (BS), Computer Science

Katie Chimileski Katie Chimileski Sarasota, Florida Details
Katie Chimileski's Global Financial Private Capital, LLC Experience January 2015 - Present
Job at
Industry Financial Services
Experience
Global Financial Private Capital, LLC   January 2015 - Present
Aviance Capital Management, LLC   June 2012 - Present
Aviance Capital Management   February 2012 - June 2012

Skills
Customer Service, Administrative..., Microsoft Excel, Outlook, Microsoft Office, Office Management, Microsoft Word, PowerPoint, Event Planning, Data Entry, Time Management, Teamwork, Research, Administration, Telephone Skills, Management

Education
Syracuse University - Maxwell School of Citizenship and Public Affairs   2005 — 2007
Bachelor of Science (B.S.), Sociology

American University   2004 — 2005

D. Alan Mercurio D. Alan Mercurio Louisville, Kentucky Area Details
D. Alan Mercurio's Global Financial Private Capital, LLC Experience July 2011 - Present
Job President & CEO at Mercurio Wealth Advisors
Industry Financial Services
Experience
Global Financial Private Capital, LLC   July 2011 - Present
Mercurio Wealth Advisors   January 2010 - Present
Mercurio & Associates Inc   April 1990 - Present
USA Tax Advisors   February 2005 - June 2008
KY Financial Group   1998 - 1999
WMA Securities  1997 - 1998
WMA Securities  1997 - 1998

Skills
Asset Management, Estate Planning, Finance, Financial Advisory, Insurance, Investments, Leadership, Life Insurance, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., Employee Benefits, Financial Planners, Financial Planning, Fixed Annuities, IRAs, Insurance Planning, Investment Advisory, Retirement, Training, Wealth Management

Education
Sullivan University   1980 — 1982
architectural design

Jessica Skinner Jessica Skinner Sarasota, Florida Details
Jessica Skinner's Global Financial Private Capital, LLC Experience July 2010 - April 2014
Job Accounting Manager at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   July 2010 - April 2014
Advantage Trim & Lumber   September 2008 - September 2009

Skills
Financial Analysis, Strategic Financial..., GAAP, Financial Planners, General Ledger, Internal Controls, Account Reconciliation, US GAAP, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Variance Analysis, SEC filings, Fixed Assets, Accruals, Financial Accounting, Consolidation, Accounting, CPA, Auditing, Financial Planning

Education
University of South Florida   2008 — 2013
Master's degree, Accounting

James Landis James Landis New York, New York Details
James Landis's Global Financial Private Capital, LLC Experience May 2011 - August 2011
Job Debt and Loan Capital Markets Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  July 2015 - Present
GE Capital  July 2014 - July 2015
GE Capital  July 2013 - July 2014
GE Capital  June 2012 - June 2013
Global Financial Private Capital, LLC   May 2011 - August 2011
Northwestern Mutual  May 2010 - April 2011
Bank of America Merrill Lynch  May 2008 - August 2009

Skills
Risk Management, Finance, Microsoft Office, Analysis, Credit Risk, Financial Modeling, Portfolio Management, Bloomberg Terminal, Financial Risk, Mutual Funds, Due Diligence, Investments, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Underwriting, Credit Analysis, Data Analysis, Bloomberg, Operational Risk, Enterprise Risk..., Communication Skills, Commercial Lending, Financial Sponsors, Microsoft Word, Business Valuation, Valuation, DCF Valuation

Education
University of Miami - School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Kevin Koss Kevin Koss Sarasota, Florida Area Details
Kevin Koss's Global Financial Private Capital, LLC Experience April 2011 - Present
Job Financial Services and FixedIncome Professional
Industry Financial Services
Experience
Global Financial Private Capital, LLC   April 2011 - Present
Angie Brewer & Associates   October 2009 - July 2010
Franklin Templeton Investments  June 2008 - October 2009
Wachovia, A Wells Fargo Company  May 2007 - June 2008

Skills
Analysis, Business Analysis, Project Management

Education
CFA Candidate - Level II

University of Florida
Bachelor of Arts, Economics

Connor Hayden, CLCS Connor Hayden, CLCS Dallas, Texas Details
Connor Hayden, CLCS's Global Financial Private Capital, LLC Experience April 2011 - November 2012
Job Helping clients navigate the world of commercial liability as an Account Executive at HUB International
Industry Financial Services
Experience
HUB International  January 2015 - Present
Veredus  March 2013 - November 2014
Global Financial Private Capital, LLC   April 2011 - November 2012
Hayden Family Practice   May 2009 - May 2010
Northwestern Mutual  May 2009 - January 2010

Skills
Insurance, Finance, Strategic Financial..., Financial Analysis, Investments, Portfolio Management, Asset Managment, Temporary Placement, Technical Recruiting, Talent Acquisition, Marketing, Conducting Interviews, Permanent Placement, Microsoft Office, Qualifying Candidates, Asset Management, Customer Service, Management, Recruiting, Interviews, Information Technology

Education
Southern Methodist University   2006 — 2010
B.A., Environmental Studies and Public Policy

Danny Quattlebaum Danny Quattlebaum Tampa/St. Petersburg, Florida Area Details
Danny Quattlebaum's Global Financial Private Capital, LLC Experience April 2014 - Present
Job Chief Technology Officer GFPC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   April 2014 - Present
Raymond James  2011 - March 2014
Raymond James Financial  2006 - 2011
Raymond James Financial Inc.  1999 - 2006
Raymond James Financial Inc.  1994 - 1999

Skills
Product Management, Series 7, Portfolio Management, Securities, Mutual Funds, Business Analysis, Series 24, Process Improvement, Requirements Analysis, Series 6, Series 63, Pragmatic Marketing..., SDLC, Trading, Financial Markets, FINRA, Business Requirements, Business Process, Software Project..., Stocks, Capital Markets, Back Office, Analysis, Financial Services, Options, Vendor Management, Asset Allocation, Investment Advisory, ETFs, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, Financial Advisory, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k, Asset Management, Strategic Financial..., Fixed Annuities, Hedge Funds, Equity Research, Wealth Management..., Investment Management, Risk Management, Series 65, Trading Systems

Education
Eckerd College   2009 — 2013
Bachelor of Arts (BA), Business Management, High Honors

Andrew Barnett, CFP Andrew Barnett, CFP Fort Myers, Florida Area Details
Andrew Barnett, CFP's Global Financial Private Capital, LLC Experience 1997 - Present
Job Managing Director Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   1997 - Present
Prudential Insurance  1987 - 1997

Skills
Financial Planning, Asset Management, Fixed Income, Wealth, Estate Planning, Wealth Management, Mutual Funds, Financial Planners, High Net Worth..., Investment Management, Portfolio Management, Wealth Management..., Strategic Financial..., Investments, Insurance, Bonds, Retirement Planning, Asset Allocation

Education
Washington University in St. Louis   1979 — 1983

Rutgers, The State University of New Jersey-Newark   1984 — 1986
MBA, Finance, Economics

Steven C. Sovde, CFS Steven C. Sovde, CFS Charlotte, North Carolina Area Details
Steven C. Sovde, CFS's Global Financial Private Capital, LLC Experience April 2010 - May 2015
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation  May 2015 - Present
Strategic Tax & Retirement Wealth Strategies   January 2007 - Present
Global Financial Private Capital, LLC   April 2010 - May 2015
Jefferson Pilot Financial  March 2003 - September 2009
Allmerica Financial, Inc.   January 1999 - March 2003

Skills
Retirement Planning, Retirement, IRAs, Wealth Management, Estate Planning, Fixed Annuities, Asset Allocation, Strategic Financial..., Series 7, Life Insurance, Investments, Securities, Investment Advisory, Insurance, Financial Planners, Financial Advisory, 401k, Asset Management, Investment Strategies, Wealth Management..., Term Life Insurance, Series 63, Portfolio Management, Universal Life, Small Business, Retirement Plan..., Wealth Accumulation, ETFs, Variable Annuities, Mortgage Lending, Series 65, Employee Benefits, Pensions, Whole Life, Asset, High Net Worth..., Alternative Investments, Profit Sharing, Wealth, 401k Rollovers, Roth IRA, Qualified Retirement..., Mutual Funds, Series 6, Financial Services, Series 24, Financial Planning

Education
University of South Carolina-Columbia   1979 — 1983
Bachelor's degree, Business Administration and Management, General

Ronald Wiitala Ronald Wiitala Port Charlotte, Florida Details
Ronald Wiitala's Global Financial Private Capital, LLC Experience August 2013 - April 2015
Job Investment Advisor at Horter Investment Management, LLC
Industry Investment Management
Experience
Horter Investment Management, LLC  May 2015 - Present
Wiitala Financial Services   September 2013 - Present
Global Financial Private Capital, LLC   August 2013 - April 2015
Creative Wealth Financial Group Inc.   October 2011 - August 2013
Wiitala Financial Services   September 2008 - December 2009
Federal Financial Group LLC  January 2009 - October 2009

Skills
Business Planning, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, Annuities, Fixed Annuities, Retirement, Long-term Care

Education
Michigan State University   1988 — 1991
Bachelor of Science (BS), Electrical Engineering

Northern Michigan University

Alyson Aurelio Alyson Aurelio Naples, Florida Area Details
Alyson Aurelio's Global Financial Private Capital, LLC Experience December 2013 - Present
Job Relationship Manager at Global Financial Private Capital, LLC
Industry Banking
Experience
Global Financial Private Capital, LLC   December 2013 - Present
PNC Wealth Management  September 2004 - December 2013
Logical Solutions Consulting   1999 - 2004
2000Logistics/WorldSpy   1999 - 2000
TPR Enterprises   1990 - 1991

Skills
Management, Sales, Business Development, New Business Development, Training, Banking, B2B, Portfolio Management, Business Planning, Human Resources, PowerPoint, Credit, Accounting, Customer Service, Insurance, Asset Management, Finance, Investments

Education
Iona College   1980 — 1984
B.A., Psychology

Mamaroneck High School

Kristine Bergin Kristine Bergin Sarasota, Florida Area Details
Kristine Bergin's Global Financial Private Capital, LLC Experience May 2013 - Present
Job Director of Advisor Relations at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   May 2013 - Present
Raymond James  March 2007 - May 2013
Raymond James Financial Inc.  January 2005 - March 2007
Raymond James Financial Inc.  January 2003 - January 2005
Raymond James Financial Inc.  November 1994 - January 2003

Skills
Series 6, 7, 63 and 24, Relationship Management, Strategic Goal Planning, Training and Development, Training, Financial Advisory, Mutual Funds, Management, Analysis, Operations Management, FINRA, Wealth Management, Series 7, Strategic Financial..., Securities, Series 63, Series 24

Education
University of South Florida   1998 — 2003
Bachelors, Business Management

Dale Thompson Dale Thompson United States Details
Dale Thompson's Global Financial Private Capital, LLC Experience November 2013 - January 2015
Job CEO at J. Dale Thompson, Inc.
Industry
Experience
J. Dale Thompson, Inc.   January 2015 - Present
PsyCare Human Services   1991 - Present
Global Financial Private Capital, LLC   November 2013 - January 2015

Skills
Team Building, Public Speaking, Management, Coaching, Community Outreach, Strategic Planning, Leadership, Securities, Customer Service, Estate Planning, Program Development, Leadership Development, Investments, Investment Strategies, Finance, Nonprofits, Asset Management, Budgets, Fundraising, Organizational..., Program Management, Personnel Management, Consulting

Education
Nova Southeastern University
Master's Degree, Counseling Psychology

University of Florida
Bachelor's Degree, Marketing

Elizabeth C. Bertelsen Elizabeth C. Bertelsen Sarasota, Florida Area Details
Elizabeth C. Bertelsen's Global Financial Private Capital, LLC Experience June 2013 - Present
Job Investment Advisor Representative at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   June 2013 - Present

Skills
Asset Allocation, Retirement Planning, Wealth Management, Series 7, Securities, Finance, Investment Strategies, Portfolio Management, IRAs, Investments, Strategic Financial..., Wealth Management..., Life Insurance, Retirement, Series 65, Equities, Series 63, Fixed Income, Variable Annuities, Trust Services, 401k Rollovers, 529 Plans, Investment Management, ETFs, Separately Managed..., Investment Advisory, High Net Worth..., Unit Investment Trusts, SEP IRA

Education
Lake Forest College   1985 — 1989
Bachelor of Arts (BA), Art History, Comparative World Literature

The Governor's Academy   1982 — 1985
High School Diploma

Shore Country Day School

Collin Halliman Collin Halliman Frankfort, Illinois Details
Collin Halliman's Global Financial Private Capital, LLC Experience July 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Global Financial Private Capital, LLC   July 2011 - Present

Skills
Investments, Leadership, Series 7, Marketing Strategy, Retirement Planning, Strategic Planning, Wealth Management, Financial Planning, Team Building, Strategic Financial..., Customer Service

Education
Northern Illinois University
Economics

Jazzmine Williams Jazzmine Williams Sarasota, Florida Area Details
Jazzmine Williams's Global Financial Private Capital, LLC Experience August 2013 - April 2014
Job Looking for a career in the accounting/finance industry.
Industry Accounting
Experience
Global Financial Private Capital, LLC   August 2013 - April 2014
Capgemini  August 2010 - September 2013
Macy's  April 2009 - September 2011
Creative World School  July 2006 - August 2008
Manpower  June 2004 - August 2006

Skills
Microsoft Office, Microsoft Excel, Customer Service

Education
University of Phoenix   2005 — 2011
Bachelor of Science (BS), Accounting and Finance

Dakota Ross Dakota Ross Sarasota, Florida Details
Dakota Ross's Global Financial Private Capital, LLC Experience May 2014 - Present
Job Advisor Support Associate at Global Financial Private Capital, LLC
Industry Financial Services
Experience
Global Financial Private Capital, LLC   May 2014 - Present
Jackson Hewitt Tax Service Inc.  December 2012 - March 2014
Pittsburgh Pirates  March 2010 - August 2013

Education
State College of Florida-Manatee-Sarasota   2009 — 2014