JHS Capital Advisors, LLC
Industry: Company
DescriptionFounded: 2004 Parent organization: Ameriprise Financial Subsidiaries: Jhs Capital Advisors, Llc, Asset Management Arm, LCM Capital Advisors, Inc.
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JHS Capital Advisors, LLC Employees
Employee
Years
Job
Industry
Kunal Goel Kunal Goel's JHS Capital Advisors, LLC Experience September 2013 - May 2014
Job Teacher's Assistant at Robert H. Smith School of Business, University of Maryland
Industry Financial Services
Experience
Robert H. Smith School of Business, University of Maryland August 2014 - Present
EY June 2014 - August 2014
JHS Capital Advisors, LLC September 2013 - May 2014
Boland June 2013 - August 2013
University of Maryland August 2012 - January 2013
Boland June 2012 - December 2012
eLaunchers.com June 2010 - June 2011
Skills
Management, Human Resources, PowerPoint, Financial Statement..., Budget Process, Corporate Budgeting, A/R collections, Fundraising, Customer Service, Recruiting, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Budgets, Research, Public Speaking, Event Planning, Data Analysis, Social Media
Education
University of Maryland College Park 2011 — 2015
Finance & Information Systems
Robert H. Smith School of Business, University of Maryland August 2014 - Present
EY June 2014 - August 2014
JHS Capital Advisors, LLC September 2013 - May 2014
Boland June 2013 - August 2013
University of Maryland August 2012 - January 2013
Boland June 2012 - December 2012
eLaunchers.com June 2010 - June 2011
Skills
Management, Human Resources, PowerPoint, Financial Statement..., Budget Process, Corporate Budgeting, A/R collections, Fundraising, Customer Service, Recruiting, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing, Budgets, Research, Public Speaking, Event Planning, Data Analysis, Social Media
Education
University of Maryland College Park 2011 — 2015
Finance & Information Systems
Barbara Raftery Barbara Raftery's JHS Capital Advisors, LLC Experience 2011 - February 2014
Job Senior Client Associate at JHS Capital Advisors, LLC
Industry Financial Services
Experience
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
Nils Ericson Nils Ericson's JHS Capital Advisors, LLC Experience April 2012 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company, Inc. February 2010 - March 2012
The Private Consulting Group February 2006 - March 2009
Investors Resources Group, Inc October 2003 - September 2006
Round Hill Securities February 1995 - August 2003
Education
University of San Diego 1977 — 1980
Business Administration
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company, Inc. February 2010 - March 2012
The Private Consulting Group February 2006 - March 2009
Investors Resources Group, Inc October 2003 - September 2006
Round Hill Securities February 1995 - August 2003
Education
University of San Diego 1977 — 1980
Business Administration
Jeremy Fields's JHS Capital Advisors, LLC Experience January 2013 - April 2014
Job Wealth Management Intern at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC January 2013 - April 2014
University of Maryland September 2012 - May 2013
Mountain Branch Golf Resort February 2008 - January 2011
Skills
Economics, Video Editing, Business Innovation, Entrepreneurship, Industrial Organization
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Economics
JHS Capital Advisors, LLC January 2013 - April 2014
University of Maryland September 2012 - May 2013
Mountain Branch Golf Resort February 2008 - January 2011
Skills
Economics, Video Editing, Business Innovation, Entrepreneurship, Industrial Organization
Education
University of Maryland College Park 2011 — 2015
Bachelor of Arts (B.A.), Economics
Thomas Heinrichs's JHS Capital Advisors, LLC Experience April 2010 - August 2015
Job President / Financial Advisor at Ameriprise
Industry Investment Management
Experience
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Ameriprise August 2015 - Present
JHS Capital Advisors, LLC April 2010 - August 2015
Merrill Lynch September 2009 - April 2010
Raymond James Financial Inc. June 2007 - September 2009
Education
Florida State University 2000 — 2003
Bachelor of Science (B.S.), Economics
Cody Stewart Cody Stewart's JHS Capital Advisors, LLC Experience April 2013 - August 2014
Job Nationwide Insurance Agent
Industry Insurance
Experience
Nationwide Insurance June 2015 - Present
Allstate August 2014 - June 2015
JHS Capital Advisors, LLC April 2013 - August 2014
The National Archives January 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Access, SPSS, Statistics, Sales, Marketing
Education
University of Maryland College Park 2010 — 2013
Bachelor's degree, Economics, Criminal Justice
Towson University 2009 — 2010
Nationwide Insurance June 2015 - Present
Allstate August 2014 - June 2015
JHS Capital Advisors, LLC April 2013 - August 2014
The National Archives January 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Access, SPSS, Statistics, Sales, Marketing
Education
University of Maryland College Park 2010 — 2013
Bachelor's degree, Economics, Criminal Justice
Towson University 2009 — 2010
Brad Hartung's JHS Capital Advisors, LLC Experience July 2010 - March 2014
Job Head of Research at Ocotillo Mining Co., Inc
Industry Mining & Metals
Experience
Ocotillo November 2014 - Present
Aidells April 2010 - November 2014
JHS Capital Advisors, LLC July 2010 - March 2014
Keen Battle Mead October 2004 - February 2009
Harden and Associates January 2004 - August 2004
Skills
Risk Management, Consistent Investment..., Investment Management, Investments, Mutual Funds, Strategic Financial..., Derivatives, Asset Managment, Portfolio Management, Investment Strategies, Financial Services, Asset Management, Hedge Funds, Equities, Private Equity
Education
Northwestern University
BA, Economics
South Salem HS
Ocotillo November 2014 - Present
Aidells April 2010 - November 2014
JHS Capital Advisors, LLC July 2010 - March 2014
Keen Battle Mead October 2004 - February 2009
Harden and Associates January 2004 - August 2004
Skills
Risk Management, Consistent Investment..., Investment Management, Investments, Mutual Funds, Strategic Financial..., Derivatives, Asset Managment, Portfolio Management, Investment Strategies, Financial Services, Asset Management, Hedge Funds, Equities, Private Equity
Education
Northwestern University
BA, Economics
South Salem HS
Robert Raney's JHS Capital Advisors, LLC Experience September 2013 - August 2014
Job Global Strategy & Deployment Coop at Johnson & Johnson Health Care Systems Inc.
Industry Hospital & Health Care
Experience
University of Maryland August 2012 - Present
Johnson & Johnson January 2015 - July 2015
Robert H. Smith School of Business, University of Maryland September 2014 - December 2014
JHS Capital Advisors, LLC September 2013 - August 2014
U.S. Chamber of Commerce September 2012 - March 2014
NYC Department of Small Business Services June 2013 - August 2013
Course Hero, Inc. September 2012 - December 2012
MPI Consulting June 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Research, Team Building, Leadership, Budgets, Microsoft Excel, Event Planning, Program Management, Strategy, Teaching, SharePoint, Dashboarding, Performance Analysis, Event Management, Strategic Planning, Corporate Social..., Performance Management, Tableau, HTML
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management, Senior
University of Maryland August 2012 - Present
Johnson & Johnson January 2015 - July 2015
Robert H. Smith School of Business, University of Maryland September 2014 - December 2014
JHS Capital Advisors, LLC September 2013 - August 2014
U.S. Chamber of Commerce September 2012 - March 2014
NYC Department of Small Business Services June 2013 - August 2013
Course Hero, Inc. September 2012 - December 2012
MPI Consulting June 2012 - August 2012
Skills
Public Speaking, Microsoft Office, Research, Team Building, Leadership, Budgets, Microsoft Excel, Event Planning, Program Management, Strategy, Teaching, SharePoint, Dashboarding, Performance Analysis, Event Management, Strategic Planning, Corporate Social..., Performance Management, Tableau, HTML
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (B.S.), Supply Chain Management, Senior
Mary Thompson Mary Thompson's JHS Capital Advisors, LLC Experience April 2014 - September 2015
Job Accounts Payable Clerk at Segrest Farms
Industry Financial Services
Experience
Segrest Farms September 2015 - Present
JHS Capital Advisors, LLC April 2014 - September 2015
The Tampa Tribune September 2005 - April 2014
Tampa Tribune July 2001 - September 2005
Mercyhurst University June 1999 - June 2001
Skills
Microsoft Excel, Customer Service, Budget, Monthly Close, Year-end Close, Financial Forecasting, Managing Expenses, Budgets, PeopleSoft, Phrophix, Expenses, Payroll, Forecasting, Accounts Payable, Journal Entries, SBS, Microsoft Word, Internal Controls, Newspapers, General Ledger, Outlook, Accounting, Interviews, Administrative..., Financial Analysis, Account Reconciliation, AP Style, Financial Reporting, Analysis, Troubleshooting, Social Media, Bookkeeping, Editing, GAAP, Spreadsheets, Bank Reconciliation, Sarbanes-Oxley Act, Nonprofits, Access, Publications, News Writing
Education
Mercyhurst University 1999 — 2001
Business Admin
East High School 1974 — 1978
Segrest Farms September 2015 - Present
JHS Capital Advisors, LLC April 2014 - September 2015
The Tampa Tribune September 2005 - April 2014
Tampa Tribune July 2001 - September 2005
Mercyhurst University June 1999 - June 2001
Skills
Microsoft Excel, Customer Service, Budget, Monthly Close, Year-end Close, Financial Forecasting, Managing Expenses, Budgets, PeopleSoft, Phrophix, Expenses, Payroll, Forecasting, Accounts Payable, Journal Entries, SBS, Microsoft Word, Internal Controls, Newspapers, General Ledger, Outlook, Accounting, Interviews, Administrative..., Financial Analysis, Account Reconciliation, AP Style, Financial Reporting, Analysis, Troubleshooting, Social Media, Bookkeeping, Editing, GAAP, Spreadsheets, Bank Reconciliation, Sarbanes-Oxley Act, Nonprofits, Access, Publications, News Writing
Education
Mercyhurst University 1999 — 2001
Business Admin
East High School 1974 — 1978
Stacy Costner's JHS Capital Advisors, LLC Experience January 2011 - Present
Job General Counsel at JHS Capital Advisors, LLC
Industry Law Practice
Experience
JHS Capital Advisors, LLC January 2011 - Present
J.W. Cole Financial, Inc. March 2010 - January 2011
Skills
Securities Regulation, Corporate Governance, Securities, FINRA, Private Equity, Alternative Investments, Series 24, Series 7, Private Placements, Hedge Funds, Financial Services, Estate Planning, Mutual Funds, Commercial Litigation, Corporate Law, Arbitration, Litigation, Business Litigation, Mergers & Acquisitions, Due Diligence, Mediation, Investments, Equities
Education
Samford University, Cumberland School of Law 1993 — 1996
Doctor of Law (JD)
University of South Florida 1987 — 1991
Bachelor of Arts (BA), English Literature
JHS Capital Advisors, LLC January 2011 - Present
J.W. Cole Financial, Inc. March 2010 - January 2011
Skills
Securities Regulation, Corporate Governance, Securities, FINRA, Private Equity, Alternative Investments, Series 24, Series 7, Private Placements, Hedge Funds, Financial Services, Estate Planning, Mutual Funds, Commercial Litigation, Corporate Law, Arbitration, Litigation, Business Litigation, Mergers & Acquisitions, Due Diligence, Mediation, Investments, Equities
Education
Samford University, Cumberland School of Law 1993 — 1996
Doctor of Law (JD)
University of South Florida 1987 — 1991
Bachelor of Arts (BA), English Literature
Ernest Carrera Ernest Carrera's JHS Capital Advisors, LLC Experience September 2009 - Present
Job Senior Vice President of Investments, JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC September 2009 - Present
Colonial Brokerage July 2002 - September 2009
Prudential Securities March 1997 - July 2002
Skills
Series 7, Series 63, Series 65, Airline Transport Pilot..., Life, Health and..., Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Securities, Investments, Mutual Funds, Insurance, Strategic Financial..., FINRA, Financial Services, Finance, Retirement
Education
University of South Florida 2000 — 2002
Bachelor's degree
St. Petersburg College 1987 — 2000
Professional Pilot Program, Aviation, National Honor Society
JHS Capital Advisors, LLC September 2009 - Present
Colonial Brokerage July 2002 - September 2009
Prudential Securities March 1997 - July 2002
Skills
Series 7, Series 63, Series 65, Airline Transport Pilot..., Life, Health and..., Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Securities, Investments, Mutual Funds, Insurance, Strategic Financial..., FINRA, Financial Services, Finance, Retirement
Education
University of South Florida 2000 — 2002
Bachelor's degree
St. Petersburg College 1987 — 2000
Professional Pilot Program, Aviation, National Honor Society
Anish Rathod Anish Rathod's JHS Capital Advisors, LLC Experience April 2013 - August 2015
Job Financial Advisor @ Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2015 - Present
JHS Capital Advisors, LLC April 2013 - August 2015
BENNU Legal Services NFP August 2011 - November 2011
Education
Barry University
Bachelor of Business Administration (B.B.A.), Finance, General
College of Lake County
Associate of Science (A.S.), Business Management
St. Anne's High School
Ameriprise Financial Services, Inc. August 2015 - Present
JHS Capital Advisors, LLC April 2013 - August 2015
BENNU Legal Services NFP August 2011 - November 2011
Education
Barry University
Bachelor of Business Administration (B.B.A.), Finance, General
College of Lake County
Associate of Science (A.S.), Business Management
St. Anne's High School
Tom M. Mack's JHS Capital Advisors, LLC Experience 2010 - 2011
Job Director of Network Office at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2014 - Present
Wells Fargo Advisors, LLC 2011 - 2014
JHS Capital Advisors, LLC 2010 - 2011
Smith Barney 2004 - 2010
Skills
Investments, Management, Banking, Business Development, Financial Advisory, Wealth Management, Leadership, Series 7, Team Leadership, Recruiting, Professional Mentoring, Executive Coaching, Goal-oriented..., Investment Advisory, Finance, Mortgage Lending, Securities, Financial Services, Insurance, Mortgage Banking, Portfolio Management, Mutual Funds, Retirement Planning, Loans, Asset Allocation, Wealth Management..., Strategic Financial..., Asset Management, Fixed Income, Equities, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
University of Arkansas at Fayetteville
BSBA, Finance and Banking
Northwestern Mutual Financial Network 2014 - Present
Wells Fargo Advisors, LLC 2011 - 2014
JHS Capital Advisors, LLC 2010 - 2011
Smith Barney 2004 - 2010
Skills
Investments, Management, Banking, Business Development, Financial Advisory, Wealth Management, Leadership, Series 7, Team Leadership, Recruiting, Professional Mentoring, Executive Coaching, Goal-oriented..., Investment Advisory, Finance, Mortgage Lending, Securities, Financial Services, Insurance, Mortgage Banking, Portfolio Management, Mutual Funds, Retirement Planning, Loans, Asset Allocation, Wealth Management..., Strategic Financial..., Asset Management, Fixed Income, Equities, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
University of Arkansas at Fayetteville
BSBA, Finance and Banking
Mark Hennings's JHS Capital Advisors, LLC Experience August 2012 - August 2015
Job Financial Consultant, Branch Manager
Industry Financial Services
Experience
JHS Capital Advisors, LLC August 2012 - August 2015
RBC Wealth Management June 2006 - July 2012
Piper Jaffray June 1985 - June 2006
Piper Jaffray 1985 - 2000
Skills
Series 7, Series 63, Investments, Wealth Management, Financial Services, Retirement Planning, Securities, Mutual Funds, Asset Allocation, Retirement, Wealth Management..., Asset Management, Series 65
Education
Gustavus Adolphus College 1981 — 1985
BA, Majors: Financial Economics and Political Science. Minor: Philosophy
JHS Capital Advisors, LLC August 2012 - August 2015
RBC Wealth Management June 2006 - July 2012
Piper Jaffray June 1985 - June 2006
Piper Jaffray 1985 - 2000
Skills
Series 7, Series 63, Investments, Wealth Management, Financial Services, Retirement Planning, Securities, Mutual Funds, Asset Allocation, Retirement, Wealth Management..., Asset Management, Series 65
Education
Gustavus Adolphus College 1981 — 1985
BA, Majors: Financial Economics and Political Science. Minor: Philosophy
Benjamin Lumsden Benjamin Lumsden's JHS Capital Advisors, LLC Experience August 2014 - December 2014
Job Advisory Associate at KPMG
Industry Capital Markets
Experience
JHS Capital Advisors, LLC August 2014 - December 2014
KPMG US June 2014 - August 2014
API - Advertising, Premiums & Incentives May 2013 - August 2013
JHS Capital Advisors, LLC March 2012 - January 2013
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Wealth Management, PowerPoint, Microsoft Office, Customer Service, Investment Advisory, Microsoft Office..., Teamwork
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Accounting, Finance
JHS Capital Advisors, LLC August 2014 - December 2014
KPMG US June 2014 - August 2014
API - Advertising, Premiums & Incentives May 2013 - August 2013
JHS Capital Advisors, LLC March 2012 - January 2013
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Wealth Management, PowerPoint, Microsoft Office, Customer Service, Investment Advisory, Microsoft Office..., Teamwork
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Accounting, Finance
Shelley (Still) Phayre Shelley (Still) Phayre's JHS Capital Advisors, LLC Experience March 2013 - June 2015
Job Creative Director at Metajourn, LLC
Industry Media Production
Experience
Metajourn, LLC June 2015 - Present
JHS Capital Advisors, LLC March 2013 - June 2015
SilverLight Productions 2003 - 2013
New York Times 2003 - 2004
Feld Entertainment 1998 - 2001
Skills
Creative Direction, Art Direction, Graphic Design, Advertising, Commercials, Motion Graphics, After Effects, Video Production, Adobe Creative Suite, Video, Film, Marketing Strategy, Marketing Communications, Public Relations, Multimedia, Post Production, Broadcast, Social Media Marketing, Social Media, Corporate Branding
Education
Full Sail University and Canadore College
Canadore College
Metajourn, LLC June 2015 - Present
JHS Capital Advisors, LLC March 2013 - June 2015
SilverLight Productions 2003 - 2013
New York Times 2003 - 2004
Feld Entertainment 1998 - 2001
Skills
Creative Direction, Art Direction, Graphic Design, Advertising, Commercials, Motion Graphics, After Effects, Video Production, Adobe Creative Suite, Video, Film, Marketing Strategy, Marketing Communications, Public Relations, Multimedia, Post Production, Broadcast, Social Media Marketing, Social Media, Corporate Branding
Education
Full Sail University and Canadore College
Canadore College
Rosemary Lakin Rosemary Lakin's JHS Capital Advisors, LLC Experience April 2012 - Present
Job Front Desk/Admin at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company 2004 - 2012
Skills
Microsoft Office, Equities, Finance, Investments, Asset Management
Education
WorkKeys ACT Inc. 2015 — 2015
NCRC certified (National Career Readiness Certificate), Applied Mathematics, Reading for Information, Locating Information, Gold, Gold, Silver
Portland State University
sociology, liberal arts, gerontology
US Grant High
graduated, college prep-classes by invitation etc
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company 2004 - 2012
Skills
Microsoft Office, Equities, Finance, Investments, Asset Management
Education
WorkKeys ACT Inc. 2015 — 2015
NCRC certified (National Career Readiness Certificate), Applied Mathematics, Reading for Information, Locating Information, Gold, Gold, Silver
Portland State University
sociology, liberal arts, gerontology
US Grant High
graduated, college prep-classes by invitation etc
Jeffrey Krupnick's JHS Capital Advisors, LLC Experience January 2015 - Present
Job JHS Capital Advisors, Executive Vice President
Industry Financial Services
Experience
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
Luis A. Diaz Luis A. Diaz's JHS Capital Advisors, LLC Experience 2011 - 2013
Job Marketing Director at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC Financial Services Broker-Dealer 2013 - Present
JHS Capital Advisors, LLC 2011 - 2013
BLANS Holdings Real-Estate/General Contracting/Legal Firm 2009 - 2011
Wealth Square LLC Business Consulting Agency 2006 - 2009
Transit Television Network Division of Torstar Corp. ($1.4bn Media Firm) 2004 - 2006
University of Central Florida 2001 - 2003
Skills
Strategic Planning, Business Strategy, Business Development, Market Research, Investments, Marketing, Marketing Research, B2B, Project Management, Brand Development, Series 7, Financial Analysis, Coaching, Mergers & Acquisitions, Real Estate, Asset Management, Series 24, Management, Marketing Strategy, Strategy, CRM, Social Media Marketing, Portfolio Management, Sales, Online Marketing
Education
The University of Glamorgan
Bachelor of Arts, International Business Studies
University of Central Florida - College of Business Administration
B.S.B.A., Dual Degrees - International Marketing & Management
JHS Capital Advisors, LLC Financial Services Broker-Dealer 2013 - Present
JHS Capital Advisors, LLC 2011 - 2013
BLANS Holdings Real-Estate/General Contracting/Legal Firm 2009 - 2011
Wealth Square LLC Business Consulting Agency 2006 - 2009
Transit Television Network Division of Torstar Corp. ($1.4bn Media Firm) 2004 - 2006
University of Central Florida 2001 - 2003
Skills
Strategic Planning, Business Strategy, Business Development, Market Research, Investments, Marketing, Marketing Research, B2B, Project Management, Brand Development, Series 7, Financial Analysis, Coaching, Mergers & Acquisitions, Real Estate, Asset Management, Series 24, Management, Marketing Strategy, Strategy, CRM, Social Media Marketing, Portfolio Management, Sales, Online Marketing
Education
The University of Glamorgan
Bachelor of Arts, International Business Studies
University of Central Florida - College of Business Administration
B.S.B.A., Dual Degrees - International Marketing & Management
James Sturdivant James Sturdivant's JHS Capital Advisors, LLC Experience 2012 - Present
Job Senior Vice President of Investments at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC 2012 - Present
Paulson Investment Co. 1994 - 2012
Skills
Investments, Portfolio Management, Finance, Accounting, Financial Advisory, Retirement Planning, Mutual Funds, Bonds, 401k, Fixed Annuities, Personal Budgeting, Life Insurance, Variable Annuities, IRAs, Stocks
Education
Corban University 1992 — 1996
Bachelor's degree, Accounting and Finance
JHS Capital Advisors, LLC 2012 - Present
Paulson Investment Co. 1994 - 2012
Skills
Investments, Portfolio Management, Finance, Accounting, Financial Advisory, Retirement Planning, Mutual Funds, Bonds, 401k, Fixed Annuities, Personal Budgeting, Life Insurance, Variable Annuities, IRAs, Stocks
Education
Corban University 1992 — 1996
Bachelor's degree, Accounting and Finance
Geoffrey Diamond Geoffrey Diamond's JHS Capital Advisors, LLC Experience March 2012 - February 2015
Job Compliance Officer/Examiner
Industry Retail
Experience
JHS Capital Advisors, LLC March 2012 - February 2015
Freelance Retail Consultant September 2010 - March 2012
GunnAllen Financial July 2007 - May 2010
Firkins Automotive Group October 2006 - June 2007
Wood You Furniture October 2004 - July 2006
ABC Fine Wine & Spirits October 1995 - September 2000
Skills
Personnel Development, Inventory Management, Sales Management, Coaching, Team Building, Negotiation, Customer Relations, Operations Management, Customer Service, Hiring, Sales Operations, Retail Management, Merchandising, Logistics, Military Experience, Securities, FINRA, Mutual Funds, Series 63, Equities, Series 7, Series 24, Management, AML, Financial Services, Securities Regulation
Education
Stetson University 1988 — 1989
Economics
State College of Florida-Manatee-Sarasota 1993 — 1994
JHS Capital Advisors, LLC March 2012 - February 2015
Freelance Retail Consultant September 2010 - March 2012
GunnAllen Financial July 2007 - May 2010
Firkins Automotive Group October 2006 - June 2007
Wood You Furniture October 2004 - July 2006
ABC Fine Wine & Spirits October 1995 - September 2000
Skills
Personnel Development, Inventory Management, Sales Management, Coaching, Team Building, Negotiation, Customer Relations, Operations Management, Customer Service, Hiring, Sales Operations, Retail Management, Merchandising, Logistics, Military Experience, Securities, FINRA, Mutual Funds, Series 63, Equities, Series 7, Series 24, Management, AML, Financial Services, Securities Regulation
Education
Stetson University 1988 — 1989
Economics
State College of Florida-Manatee-Sarasota 1993 — 1994
Matt Monius Matt Monius's JHS Capital Advisors, LLC Experience March 2010 - July 2015
Job MBA | Compliance | Sales | Trading | Seeking New Opportunities
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Transamerica Financial Advisors, Inc. July 2015 - Present
JHS Capital Advisors, LLC March 2010 - July 2015
JHS Capital Advisors, LLC March 2010 - July 2015
GunnAllen Financial February 2009 - March 2010
SunGard Data Systems March 2008 - November 2008
GunnAllen Financial 2003 - 2008
American Express July 2000 - December 2001
Skills
Series 7, Trading, Financial Services, Bloomberg, FINRA, Financial Risk, Financial Analysis, Traders, Microsoft Excel, Series 24, Sales, MS Project, Brass, Financial Reporting, Institutional Sales, Trade Compliance, Regulatory Compliance, Stock Market, Stock Trading, Portfolio Management, Trading Systems, Sales Management, Management, Supervisory Skills, Supervision, Project Management, Operations Management, Investment Portfolio, Risk Management, Regulatory Requirements, Equities, Securities, Options, Finance, Investments, Equity Trading, Asset Management, Capital Markets, Fixed Income, Mutual Funds, Bonds, Financial Planning, Hedge Funds, Investment Strategies
Education
Loyola University Maryland 2000 — 2002
MBA, Finance
Towson University 1996 — 2000
Bachelors Degree, Finance
Calvert Hall 1992 — 1996
HS, Business
Andrew Doering Andrew Doering's JHS Capital Advisors, LLC Experience Head WaiterThe Chop HouseJune 2012 - Present
Job Economics Major, Aspiring Financial Analyst
Industry
Experience
JHS Capital Advisors, LLC Head WaiterThe Chop HouseJune 2012 - Present
Skills
Economics, Financial Analysis, Statistics, Mathematics, Strategic Planning
Education
University of Maryland College Park 2010 — 2014
JHS Capital Advisors, LLC Head WaiterThe Chop HouseJune 2012 - Present
Skills
Economics, Financial Analysis, Statistics, Mathematics, Strategic Planning
Education
University of Maryland College Park 2010 — 2014
Patrick Carrigan's JHS Capital Advisors, LLC Experience June 2013 - February 2014
Job Financial Analyst at MITRE Corporation
Industry
Experience
MITRE January 2015 - Present
Bridgewater Wealth & Financial Management February 2014 - May 2014
JHS Capital Advisors, LLC June 2013 - February 2014
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance and Supply Chain Management, Senior
The American University of Rome 2013 — 2013
Saint Pius X Catholic High School 2006 — 2010
MITRE January 2015 - Present
Bridgewater Wealth & Financial Management February 2014 - May 2014
JHS Capital Advisors, LLC June 2013 - February 2014
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance and Supply Chain Management, Senior
The American University of Rome 2013 — 2013
Saint Pius X Catholic High School 2006 — 2010
Teresa Lord's JHS Capital Advisors, LLC Experience January 2012 - May 2012
Job Executive Assistant and Office Coordinator at Aon
Industry Insurance
Experience
Aon Risk Solutions January 2013 - Present
Hive, LLC. October 2012 - December 2012
Modular Document Solutions August 2012 - October 2012
JHS Capital Advisors, LLC January 2012 - May 2012
Skills
Event Planning, PowerPoint, Social Networking, Facebook, Microsoft Office, Event Management, Social Media Marketing, Microsoft Excel, Social Media, Public Relations, Public Speaking, Research, Photoshop, Marketing Communications, Travel Management, Organization, File Management, Administrative..., Office Administration, Communication, Confidentiality, Microsoft Word, Editing, Press Releases, InDesign, Blogging, Media Relations, Business Travel, Itineraries, Expenses, Expense Management, Expense Reports, Fitness, Accurate Record Keeping, Computer Proficiency, Technology, Sales, Sales Support Tools, Sales Support, Product Ordering, Supply Ordering, Cisco VoIP, VoIP, Time Tracking, RFP Editing, Client Confidentiality, Fitness Modeling, Fitness Consulting, Fitness Competing
Education
University of Tampa 2010 — 2012
Bachelor's degree, Communications, 3.59
University of Massachusetts at Lowell
Aon Risk Solutions January 2013 - Present
Hive, LLC. October 2012 - December 2012
Modular Document Solutions August 2012 - October 2012
JHS Capital Advisors, LLC January 2012 - May 2012
Skills
Event Planning, PowerPoint, Social Networking, Facebook, Microsoft Office, Event Management, Social Media Marketing, Microsoft Excel, Social Media, Public Relations, Public Speaking, Research, Photoshop, Marketing Communications, Travel Management, Organization, File Management, Administrative..., Office Administration, Communication, Confidentiality, Microsoft Word, Editing, Press Releases, InDesign, Blogging, Media Relations, Business Travel, Itineraries, Expenses, Expense Management, Expense Reports, Fitness, Accurate Record Keeping, Computer Proficiency, Technology, Sales, Sales Support Tools, Sales Support, Product Ordering, Supply Ordering, Cisco VoIP, VoIP, Time Tracking, RFP Editing, Client Confidentiality, Fitness Modeling, Fitness Consulting, Fitness Competing
Education
University of Tampa 2010 — 2012
Bachelor's degree, Communications, 3.59
University of Massachusetts at Lowell
Mandisa (Mandi) Trader's JHS Capital Advisors, LLC Experience April 2010 - August 2015
Job Operations at an Investment Firm
Industry Financial Services
Experience
JHS Capital Advisors, LLC April 2010 - August 2015
GunnAllen Financial August 2002 - January 2011
Morgan Stanley Dean Witter Online 1998 - 2002
Skills
Series 7, Series 24, Series 63, Securities, Trading, Equities, Financial Services, FINRA, Options, Alternative Investments, AML, Equity Trading, Uniform Combined State..., Stocks, Back Office, Investment Advisory, Hedging, 401k, Mutual Funds, Microsoft Excel, Derivatives, Financial Analysis, Brokerage, Hedge Funds, Trading Systems, Investments, Retirement Planning, Series 6, Financial Risk, Risk Management, Investment Strategies, Investment Management, Asset Management, Asset Allocation, Wealth Management
Education
University of South Florida 1996 — 1999
Bachelor of Science, Business Administration and Management, General
Florida Agricultural and Mechanical University 1992 — 1995
JHS Capital Advisors, LLC April 2010 - August 2015
GunnAllen Financial August 2002 - January 2011
Morgan Stanley Dean Witter Online 1998 - 2002
Skills
Series 7, Series 24, Series 63, Securities, Trading, Equities, Financial Services, FINRA, Options, Alternative Investments, AML, Equity Trading, Uniform Combined State..., Stocks, Back Office, Investment Advisory, Hedging, 401k, Mutual Funds, Microsoft Excel, Derivatives, Financial Analysis, Brokerage, Hedge Funds, Trading Systems, Investments, Retirement Planning, Series 6, Financial Risk, Risk Management, Investment Strategies, Investment Management, Asset Management, Asset Allocation, Wealth Management
Education
University of South Florida 1996 — 1999
Bachelor of Science, Business Administration and Management, General
Florida Agricultural and Mechanical University 1992 — 1995
Eileen Canady's JHS Capital Advisors, LLC Experience January 2010 - August 2015
Job Global Vice President, Strategic Marketing Communications & Branding at Sykes Enterprises, Inc.
Industry Information Services
Experience
Sykes Enterprises, Inc. September 2015 - Present
JHS Capital Advisors, LLC January 2010 - August 2015
Dingo September 2009 - January 2010
Leica Geosystems October 2004 - December 2008
iFoundry Consulting August 2003 - October 2005
Invensys October 2002 - July 2003
Invensys October 1999 - October 2002
TeCom, Inc June 1997 - October 1999
Utility Partners, Inc. August 1995 - June 1997
Skills
Account Management, Business Development, Business Planning, Business Strategy, Competitive Analysis, Cross-functional Team..., Customer Service, Financial Analysis, Financial Modeling, Forecasting, Management, Market Analysis, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, New Business Development, Product Development, Product Management, Sales, Sales Management, Strategic Financial..., Strategic Planning, Strategy, Team Leadership, Analytics, Product Marketing, Project Management, Program Management, Lead Generation, Selling, Financial Planning
Education
University of Tampa - John H. Sykes College of Business 2002 — 2005
MBA, Marketing and Finance
University of Delaware 1991 — 1995
BA, English with Business and Technical Writing
Sykes Enterprises, Inc. September 2015 - Present
JHS Capital Advisors, LLC January 2010 - August 2015
Dingo September 2009 - January 2010
Leica Geosystems October 2004 - December 2008
iFoundry Consulting August 2003 - October 2005
Invensys October 2002 - July 2003
Invensys October 1999 - October 2002
TeCom, Inc June 1997 - October 1999
Utility Partners, Inc. August 1995 - June 1997
Skills
Account Management, Business Development, Business Planning, Business Strategy, Competitive Analysis, Cross-functional Team..., Customer Service, Financial Analysis, Financial Modeling, Forecasting, Management, Market Analysis, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, New Business Development, Product Development, Product Management, Sales, Sales Management, Strategic Financial..., Strategic Planning, Strategy, Team Leadership, Analytics, Product Marketing, Project Management, Program Management, Lead Generation, Selling, Financial Planning
Education
University of Tampa - John H. Sykes College of Business 2002 — 2005
MBA, Marketing and Finance
University of Delaware 1991 — 1995
BA, English with Business and Technical Writing
Jessica Hayes's JHS Capital Advisors, LLC Experience August 2010 - March 2015
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
JHS Capital Advisors, LLC August 2010 - March 2015
Mezrah Consulting December 2009 - August 2010
GunnAllen Financial February 2004 - December 2009
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Master of Science, Finance
University of South Florida 1998 — 2001
Bachelor of Science, Management Information Systems
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
JHS Capital Advisors, LLC August 2010 - March 2015
Mezrah Consulting December 2009 - August 2010
GunnAllen Financial February 2004 - December 2009
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Master of Science, Finance
University of South Florida 1998 — 2001
Bachelor of Science, Management Information Systems
Leslie Preston, M.B.A.'s JHS Capital Advisors, LLC Experience May 2013 - Present
Job Accounting Associate at Data Masons Software
Industry Banking
Experience
Data Masons Software January 2015 - Present
JHS Capital Advisors, LLC May 2013 - Present
Tampa Metro YMCA May 2010 - December 2013
First Presbyterian Church, Charleston WV October 2002 - June 2007
Presbytery of West Virginia May 1996 - May 2000
City National Bank WV June 1994 - November 1995
Bank of America August 1991 - November 1993
Skills
Human Resources, Management, Payroll, Budgets, Accounts Payable, Nonprofits, Public Speaking, Event Planning, Strategic Planning, Leadership Development, Leadership, Team Building, Social Media, Customer Service, Research, Training, Fundraising
Education
Marshall University 1991 — 1995
MBA, Business
Virginia Polytechnic Institute and State University 1986 — 1990
BS, Finance
St. Albans High School
Data Masons Software January 2015 - Present
JHS Capital Advisors, LLC May 2013 - Present
Tampa Metro YMCA May 2010 - December 2013
First Presbyterian Church, Charleston WV October 2002 - June 2007
Presbytery of West Virginia May 1996 - May 2000
City National Bank WV June 1994 - November 1995
Bank of America August 1991 - November 1993
Skills
Human Resources, Management, Payroll, Budgets, Accounts Payable, Nonprofits, Public Speaking, Event Planning, Strategic Planning, Leadership Development, Leadership, Team Building, Social Media, Customer Service, Research, Training, Fundraising
Education
Marshall University 1991 — 1995
MBA, Business
Virginia Polytechnic Institute and State University 1986 — 1990
BS, Finance
St. Albans High School
Justin Maier's JHS Capital Advisors, LLC Experience March 2007 - December 2010
Job Capital Specialist at Fora Financial
Industry Financial Services
Experience
Fora Financial May 2014 - Present
The National Memo May 2013 - April 2014
JPMorgan Chase December 2011 - March 2013
Ocean View Capital July 2011 - December 2011
Credit Risk Monitor January 2011 - June 2011
JHS Capital Advisors, LLC March 2007 - December 2010
Fordham Financial Management August 2006 - March 2007
Skills
Investments, Wealth Management, Sales, New Business Development, Account Management, Retirement Planning, Investment Advisory, Lead Generation, Salesforce.com, Trading, Cold Calling, Strategic Planning, Marketing, Analytics, Financial Services, Relationship Management, Major Accounts, Territory Development, Negotiation, Prospect Research, Digital Media, Digital Strategy, Email Marketing, Online Advertising, PPC, SEM, Customer Acquisition, Finance, Social Media, Management, Customer Service, Leadership
Education
SUNY Plattsburgh 2002 — 2006
Business Managment, Business Administration and Management, General
Fora Financial May 2014 - Present
The National Memo May 2013 - April 2014
JPMorgan Chase December 2011 - March 2013
Ocean View Capital July 2011 - December 2011
Credit Risk Monitor January 2011 - June 2011
JHS Capital Advisors, LLC March 2007 - December 2010
Fordham Financial Management August 2006 - March 2007
Skills
Investments, Wealth Management, Sales, New Business Development, Account Management, Retirement Planning, Investment Advisory, Lead Generation, Salesforce.com, Trading, Cold Calling, Strategic Planning, Marketing, Analytics, Financial Services, Relationship Management, Major Accounts, Territory Development, Negotiation, Prospect Research, Digital Media, Digital Strategy, Email Marketing, Online Advertising, PPC, SEM, Customer Acquisition, Finance, Social Media, Management, Customer Service, Leadership
Education
SUNY Plattsburgh 2002 — 2006
Business Managment, Business Administration and Management, General
Hackett John's JHS Capital Advisors, LLC Experience January 2011 - Present
Job Investment Advisor at JHS Capital Advisors, LLC
Industry Financial Services
Experience
JHS Capital Advisors, LLC January 2011 - Present
RBC Wealth Management August 1992 - August 2009
RBC January 1997 - September 2006
Skills
Portfolio Management, Wealth Management, Investments, Risk Management, Banking, Mutual Funds, Insurance, Equities, Retirement Planning, Retirement, Strategic Financial..., Asset Management, Sales, Valuation, Financial Modeling
Education
Loras College 1971 — 1971
Business/Commerce, General
ST. Mary's Riverside Illinois
JHS Capital Advisors, LLC January 2011 - Present
RBC Wealth Management August 1992 - August 2009
RBC January 1997 - September 2006
Skills
Portfolio Management, Wealth Management, Investments, Risk Management, Banking, Mutual Funds, Insurance, Equities, Retirement Planning, Retirement, Strategic Financial..., Asset Management, Sales, Valuation, Financial Modeling
Education
Loras College 1971 — 1971
Business/Commerce, General
ST. Mary's Riverside Illinois
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY