Scarborough Capital Management
Description
Address: 1906 Towne Centre Blvd #260, Annapolis, MD 21401 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (410) 573-5700: Category: : Website: : Place name: : : : Website: https://scmadvice.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Scarborough Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
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Scarborough Capital Management Employees
Employee
Years
Job
Industry
Qiuying (Laura) Liu Qiuying (Laura) Liu's Scarborough Capital Management Experience May 2013 - July 2013
Job Scarborough Capital Management Analyst
Industry Investment Banking
Experience
Bank of China (Hong Kong) June 2014 - August 2014
Scarborough Capital Management May 2013 - July 2013
COFCO Futures Co., Ltd May 2012 - July 2012
Starbucks September 2010 - December 2010
Lihong Real Estate Limited May 2009 - July 2009
Skills
Proficient in Microsoft..., Fluency in Mandarin..., Market Research, Competitive Analysis, Marketing Strategy, Management, Project Management, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Retail, Merchandising, Teamwork, Customer Service, Public Speaking, Research, Data Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2015
Bachelor's degree, Business Administration and Management, 3.62
Boston University - School of Management 2010 — 2012
Bachelor of Arts (B.A.), Economics
Bank of China (Hong Kong) June 2014 - August 2014
Scarborough Capital Management May 2013 - July 2013
COFCO Futures Co., Ltd May 2012 - July 2012
Starbucks September 2010 - December 2010
Lihong Real Estate Limited May 2009 - July 2009
Skills
Proficient in Microsoft..., Fluency in Mandarin..., Market Research, Competitive Analysis, Marketing Strategy, Management, Project Management, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Retail, Merchandising, Teamwork, Customer Service, Public Speaking, Research, Data Analysis
Education
University of Southern California - Marshall School of Business 2012 — 2015
Bachelor's degree, Business Administration and Management, 3.62
Boston University - School of Management 2010 — 2012
Bachelor of Arts (B.A.), Economics
Junette Mahler's Scarborough Capital Management Experience June 2015 - Present
Job Marketing and Operations Coordinator at Scarborough Capital Management
Industry Financial Services
Experience
Scarborough Capital Management June 2015 - Present
Chesapeake Financial Advisors January 2015 - May 2015
Graf Financial LLC (Fee-only) August 2010 - December 2014
Marules Financial Group September 2008 - April 2010
Oglesby Financial Group March 2007 - August 2008
Skills
Asset Allocation, Personal Financial..., Operations Management, Marketing, Financial Market..., Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Finance, Leadership, Financial Services, Management, Public Speaking, Social Media, Event Planning, Microsoft Excel, Financial Planning, Customer Service, Wealth Management
Education
Louisiana State University 2011 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Louisiana State University 2012 — 2014
Certified Financial Planner CFP® Certification Examination
Louisiana State University
Finance Academy Class of 2014
Scarborough Capital Management June 2015 - Present
Chesapeake Financial Advisors January 2015 - May 2015
Graf Financial LLC (Fee-only) August 2010 - December 2014
Marules Financial Group September 2008 - April 2010
Oglesby Financial Group March 2007 - August 2008
Skills
Asset Allocation, Personal Financial..., Operations Management, Marketing, Financial Market..., Financial Analysis, Investments, Strategic Financial..., Financial Modeling, Finance, Leadership, Financial Services, Management, Public Speaking, Social Media, Event Planning, Microsoft Excel, Financial Planning, Customer Service, Wealth Management
Education
Louisiana State University 2011 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Louisiana State University 2012 — 2014
Certified Financial Planner CFP® Certification Examination
Louisiana State University
Finance Academy Class of 2014
Brad Gross Brad Gross's Scarborough Capital Management Experience 2012 - 2012
Job Business Risk Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2013 - Present
Marshall Chawla & Associates April 2012 - May 2013
Walt Whitman High School January 2012 - May 2013
George Mason University November 2011 - November 2012
George Mason University January 2012 - July 2012
George Mason University May 2011 - May 2012
Scarborough Capital Management 2012 - 2012
Skills
Microsoft Office, Public Speaking, Close Attention to..., Time Management, Customer Service, Social Media, Event Planning, Research, PowerPoint, Microsoft Excel, Microsoft Word, Leadership
Education
George Mason University 2009 — 2013
Bachelor of Science (BS), Finance, General
George Mason University - School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Taravella
Deloitte September 2013 - Present
Marshall Chawla & Associates April 2012 - May 2013
Walt Whitman High School January 2012 - May 2013
George Mason University November 2011 - November 2012
George Mason University January 2012 - July 2012
George Mason University May 2011 - May 2012
Scarborough Capital Management 2012 - 2012
Skills
Microsoft Office, Public Speaking, Close Attention to..., Time Management, Customer Service, Social Media, Event Planning, Research, PowerPoint, Microsoft Excel, Microsoft Word, Leadership
Education
George Mason University 2009 — 2013
Bachelor of Science (BS), Finance, General
George Mason University - School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Taravella
Alex Forsman's Scarborough Capital Management Experience June 2012 - June 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Moore Wealth Inc. June 2013 - February 2014
Scarborough Capital Management June 2012 - June 2013
Business, Economic, and Community Outreach Network January 2012 - May 2012
Salisbury University August 2011 - December 2011
MaTech, Inc. August 2010 - December 2011
MaTech, Inc. 2010 - 2011
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Salisbury University 2008 — 2011
BS, Business Administration and Management, General
Salisbury University - Perdue School of Business 2008 — 2011
BS, Information Systems
Merrill Lynch March 2014 - Present
Moore Wealth Inc. June 2013 - February 2014
Scarborough Capital Management June 2012 - June 2013
Business, Economic, and Community Outreach Network January 2012 - May 2012
Salisbury University August 2011 - December 2011
MaTech, Inc. August 2010 - December 2011
MaTech, Inc. 2010 - 2011
Education
Salisbury University - Perdue School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Salisbury University 2008 — 2011
BS, Business Administration and Management, General
Salisbury University - Perdue School of Business 2008 — 2011
BS, Information Systems
David Sizemore David Sizemore's Scarborough Capital Management Experience March 2007 - Present
Job Financial Advisor/Planner at Scarborough Capital
Industry Financial Services
Experience
Scarborough Capital Management March 2007 - Present
SII Investments June 2011 - Present
Skills
401k, Retirement Planning, Mutual Funds, 401k Rollovers, Retirement Savings, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, 403 b, Strategic Financial..., Financial advice, Retirement
Education
Chesapeake High School
University of Maryland Baltimore County
Bachelor of Arts, Economics
Scarborough Capital Management March 2007 - Present
SII Investments June 2011 - Present
Skills
401k, Retirement Planning, Mutual Funds, 401k Rollovers, Retirement Savings, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, 403 b, Strategic Financial..., Financial advice, Retirement
Education
Chesapeake High School
University of Maryland Baltimore County
Bachelor of Arts, Economics
Jeffrey Cardozo Jeffrey Cardozo's Scarborough Capital Management Experience May 2015 - Present
Job Paraplanner at Scarborough Capital Management
Industry Financial Services
Experience
Scarborough Capital Management May 2015 - Present
Retirement Management Systems Inc. May 2011 - May 2015
Scarborough Capital Management May 2010 - May 2011
Jan Pro of Central New Jersey January 2009 - January 2010
Education
Towson University 2007 — 2011
Finance
Scarborough Capital Management May 2015 - Present
Retirement Management Systems Inc. May 2011 - May 2015
Scarborough Capital Management May 2010 - May 2011
Jan Pro of Central New Jersey January 2009 - January 2010
Education
Towson University 2007 — 2011
Finance
Ryan Ansted, CRPC Ryan Ansted, CRPC's Scarborough Capital Management Experience November 2013 - Present
Job Managing Partner
Industry Financial Services
Experience
Scarborough Capital Management November 2013 - Present
Education
University of Maryland Baltimore County 1995 — 1999
BA, Economics
Scarborough Capital Management November 2013 - Present
Education
University of Maryland Baltimore County 1995 — 1999
BA, Economics
Travis Bullock's Scarborough Capital Management Experience May 2011 - February 2012
Job J.D. Candidate at the University of Maryland, Baltimore Carey School of Law
Industry Legal Services
Experience
COLA Inc. June 2015 - Present
Maryland House of Delegates February 2015 - Present
University of Maryland, Baltimore July 2013 - Present
The Court of Special Appeals of Maryland May 2015 - August 2015
Robinson I Robinson, LLC. May 2014 - July 2014
Enterprise Rent-A-Car September 2012 - July 2013
Country Club of Maryland August 2011 - September 2012
Towson University Student Government Association August 2011 - May 2012
Scarborough Capital Management May 2011 - February 2012
Towson University May 2010 - August 2010
Skills
Microsoft Professional, Conversational French, Facebook, Social Networking, Public Speaking, Event Planning, PowerPoint, Time Management, Fundraising, Microsoft Office, Research, Social Media, Microsoft Excel, Prezi, Microsoft Word, Customer Service, Editing, Leadership, Social Media Marketing, Community Outreach, Management
Education
Towson University 2008 — 2012
B.S., Economics and Political Science
Elkton High School 2004 — 2008
High School Diploma, Business Administration, Management and Operations
UMD Carey Law
COLA Inc. June 2015 - Present
Maryland House of Delegates February 2015 - Present
University of Maryland, Baltimore July 2013 - Present
The Court of Special Appeals of Maryland May 2015 - August 2015
Robinson I Robinson, LLC. May 2014 - July 2014
Enterprise Rent-A-Car September 2012 - July 2013
Country Club of Maryland August 2011 - September 2012
Towson University Student Government Association August 2011 - May 2012
Scarborough Capital Management May 2011 - February 2012
Towson University May 2010 - August 2010
Skills
Microsoft Professional, Conversational French, Facebook, Social Networking, Public Speaking, Event Planning, PowerPoint, Time Management, Fundraising, Microsoft Office, Research, Social Media, Microsoft Excel, Prezi, Microsoft Word, Customer Service, Editing, Leadership, Social Media Marketing, Community Outreach, Management
Education
Towson University 2008 — 2012
B.S., Economics and Political Science
Elkton High School 2004 — 2008
High School Diploma, Business Administration, Management and Operations
UMD Carey Law
James Lerro James Lerro's Scarborough Capital Management Experience 2003 - 2014
Job Finance and Wealth Management | Chief Compliance Officer / Managing Director / Regional Sales Manager IACCP™, OSJ
Industry Financial Services
Experience
Financial Management and Compliance Professional July 2014 - Present
Scarborough Capital Management 2003 - 2014
Harvest Investments Consultants, Inc. 2001 - 2002
Charles Schwab 1997 - 2001
Skills
Auditing, Finance, Financial Services, Financial Risk, Internal Audit, Management, Investments, Restructuring, Insurance, Risk Management, Chief Compliance Officer, Managing Director, Regional Sales..., Wealth Management, Regulatory Compliance, ERISA, FINRA, Change Management, Operations Management, Debt Restructuring, Divestitures, Negotiation, Cost Control, Asset Management, rightsizing, reorganization, Strategic Planning, Accounting, Risk Assessment, insurance sales, Relationship Management, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, IACCP
Education
University of Maryland College Park
Financial Management and Compliance Professional July 2014 - Present
Scarborough Capital Management 2003 - 2014
Harvest Investments Consultants, Inc. 2001 - 2002
Charles Schwab 1997 - 2001
Skills
Auditing, Finance, Financial Services, Financial Risk, Internal Audit, Management, Investments, Restructuring, Insurance, Risk Management, Chief Compliance Officer, Managing Director, Regional Sales..., Wealth Management, Regulatory Compliance, ERISA, FINRA, Change Management, Operations Management, Debt Restructuring, Divestitures, Negotiation, Cost Control, Asset Management, rightsizing, reorganization, Strategic Planning, Accounting, Risk Assessment, insurance sales, Relationship Management, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, IACCP
Education
University of Maryland College Park
Sam Blumke Sam Blumke's Scarborough Capital Management Experience 2011 - 2013
Job JPMorgan Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. 2013 - Present
Scarborough Capital Management 2011 - 2013
Merrill Lynch 2010 - 2011
Doeren Mayhew Financial Advisors 2009 - July 2010
UBS 2007 - 2009
Smith Barney K-Group 2002 - 2007
Education
Michigan State University 1987 — 1994
JPMorgan Chase Bank, N.A. 2013 - Present
Scarborough Capital Management 2011 - 2013
Merrill Lynch 2010 - 2011
Doeren Mayhew Financial Advisors 2009 - July 2010
UBS 2007 - 2009
Smith Barney K-Group 2002 - 2007
Education
Michigan State University 1987 — 1994
Richard Verrier Richard Verrier's Scarborough Capital Management Experience July 1999 - November 2010
Job Project Support Tech at Apex Systems
Industry Defense & Space
Experience
Apex Systems November 2014 - Present
NCI Information Systems, Inc. February 2012 - April 2012
Scarborough Capital Management July 1999 - November 2010
The Scarborough Group, Inc. February 1997 - July 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Asset Managment, Financial Analysis, Risk Management, Research, Management, Asset Management, Financial Modeling, Portfolio Management, Marketing, Business Process..., Finance, Strategic Planning, Business Development, Mutual Funds, New Business Development, Management Consulting, Equities, Competitive Analysis, Project Coordination, Project Management, Project Planning, Microsoft Excel, Microsoft Office, Employee Benefits, Microsoft Word, Organization, Customer Service, Security Clearance, Financial Planning
Education
University of Maryland College Park
BS, Business, Finance
Apex Systems November 2014 - Present
NCI Information Systems, Inc. February 2012 - April 2012
Scarborough Capital Management July 1999 - November 2010
The Scarborough Group, Inc. February 1997 - July 1999
Skills
Investments, Asset Allocation, Strategic Financial..., Asset Managment, Financial Analysis, Risk Management, Research, Management, Asset Management, Financial Modeling, Portfolio Management, Marketing, Business Process..., Finance, Strategic Planning, Business Development, Mutual Funds, New Business Development, Management Consulting, Equities, Competitive Analysis, Project Coordination, Project Management, Project Planning, Microsoft Excel, Microsoft Office, Employee Benefits, Microsoft Word, Organization, Customer Service, Security Clearance, Financial Planning
Education
University of Maryland College Park
BS, Business, Finance
Francesco Gordon Francesco Gordon's Scarborough Capital Management Experience June 2009 - August 2009
Job Senior Business Analyst
Industry Logistics and Supply Chain
Experience
Federal Resources October 2014 - Present
Transamerica August 2013 - October 2014
T. Rowe Price February 2013 - August 2013
T. Rowe Price November 2011 - February 2013
Mutual of Omaha June 2011 - August 2011
Internal Revenue Service June 2010 - August 2010
Scarborough Capital Management June 2009 - August 2009
Skills
Data Modeling, Data Analysis, Projection Modeling, Financial Analysis, Matlab, VBA, SQL, SQL Server Management..., Access, Bloomberg, Investments, Mutual Funds, Microsoft Excel, Finance, Accounting, C++, PHP, Java, HTML, Ruby on Rails, CSS
Education
Penn State University 2007 — 2011
BS, Business Management
Federal Resources October 2014 - Present
Transamerica August 2013 - October 2014
T. Rowe Price February 2013 - August 2013
T. Rowe Price November 2011 - February 2013
Mutual of Omaha June 2011 - August 2011
Internal Revenue Service June 2010 - August 2010
Scarborough Capital Management June 2009 - August 2009
Skills
Data Modeling, Data Analysis, Projection Modeling, Financial Analysis, Matlab, VBA, SQL, SQL Server Management..., Access, Bloomberg, Investments, Mutual Funds, Microsoft Excel, Finance, Accounting, C++, PHP, Java, HTML, Ruby on Rails, CSS
Education
Penn State University 2007 — 2011
BS, Business Management
Ivory Johnson Ivory Johnson's Scarborough Capital Management Experience May 2001 - April 2012
Job Founder of Delancey Wealth Management, LLC
Industry Financial Services
Experience
Delancey Wealth Management, LLC April 2012 - Present
Scarborough Capital Management May 2001 - April 2012
Education
Penn State University 1984 — 1988
BS, Finance
Delancey Wealth Management, LLC April 2012 - Present
Scarborough Capital Management May 2001 - April 2012
Education
Penn State University 1984 — 1988
BS, Finance
David Hillery's Scarborough Capital Management Experience February 2002 - February 2012
Job Sales Representative at DeVere Insulation
Industry Building Materials
Experience
Envision Financial Systems November 2012 - June 2013
Scarborough Capital Management February 2002 - February 2012
Skills
Financial Analysis, Financial Modeling, Project Management, Requirements Gathering, Business and System..., Business Analysis, Presentations, Financial Planning, Financial Reporting, Business Development, Risk Management, Risk Assessment, Business Process...
Education
The George Washington University 1997 — 2001
Bachelor of Business Administration, Finance
Envision Financial Systems November 2012 - June 2013
Scarborough Capital Management February 2002 - February 2012
Skills
Financial Analysis, Financial Modeling, Project Management, Requirements Gathering, Business and System..., Business Analysis, Presentations, Financial Planning, Financial Reporting, Business Development, Risk Management, Risk Assessment, Business Process...
Education
The George Washington University 1997 — 2001
Bachelor of Business Administration, Finance
Ryan M. Thompson, CFP®'s Scarborough Capital Management Experience June 1999 - February 2007
Job Private Client Advisor at Wilmington Trust, N.A.
Industry Financial Services
Experience
Wilmington Trust, N.A. March 2010 - Present
M&T Securities, Inc. February 2007 - March 2010
Scarborough Capital Management June 1999 - February 2007
Skills
Asset Allocation, Financial Markets, Investments, Mutual Funds, Series 63, Strategic Financial..., Finance, Retirement Planning, Fixed Annuities, Life Insurance, Portfolio Management, Series 7, Wealth Management
Education
University of Maryland Baltimore County 1997 — 1999
BA, Economics and Finance
Wilmington Trust, N.A. March 2010 - Present
M&T Securities, Inc. February 2007 - March 2010
Scarborough Capital Management June 1999 - February 2007
Skills
Asset Allocation, Financial Markets, Investments, Mutual Funds, Series 63, Strategic Financial..., Finance, Retirement Planning, Fixed Annuities, Life Insurance, Portfolio Management, Series 7, Wealth Management
Education
University of Maryland Baltimore County 1997 — 1999
BA, Economics and Finance