Strategic Capital
Description
Address: 800 Boylston St # 24, Boston, MA 02199 Phone: (617) 450-9300: Website: : : : : Category: Place name: : Hours: Website: http://scagrp.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Strategic Capital Allocation Posting publicly on the Web Write a review Reviews Be the first to review
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Strategic Capital Employees
Employee
Years
Job
Industry
Stephen Hilbert Stephen Hilbert's Strategic Capital Experience January 2014 - Present
Job Vice President of Distribution at Copperstone Partners
Industry Financial Services
Experience
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Samantha Torkelson Samantha Torkelson's Strategic Capital Experience November 2013 - August 2015
Job Alternative Investment Processor
Industry Investment Banking
Experience
Strategic Capital November 2013 - August 2015
loanDepot February 2013 - September 2013
Financial Strength Builder March 2011 - February 2013
Nationwide Support Services February 2009 - March 2011
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Underwriting, Banking, Real Estate, Finance, Investments, Investment Properties, Sales, Team Building, USDA, REO, Residential Homes, Online Research, Microsoft Office, Office Administration, Marketing, FHA financing
Education
Orange Coast College 2015 — 2017
Interior Design
San Diego State University-California State University 2010 — 2014
San Clemente High School 2006 — 2010
Strategic Capital November 2013 - August 2015
loanDepot February 2013 - September 2013
Financial Strength Builder March 2011 - February 2013
Nationwide Support Services February 2009 - March 2011
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Underwriting, Banking, Real Estate, Finance, Investments, Investment Properties, Sales, Team Building, USDA, REO, Residential Homes, Online Research, Microsoft Office, Office Administration, Marketing, FHA financing
Education
Orange Coast College 2015 — 2017
Interior Design
San Diego State University-California State University 2010 — 2014
San Clemente High School 2006 — 2010
Michelle Minnoch Michelle Minnoch's Strategic Capital Experience April 2000 - December 2007
Job Senior Loan Officer at Carrington Mortgage Services, Mortgage Lending Division
Industry Financial Services
Experience
Carrington Mortgage Services, Mortgage Lending Division February 2015 - Present
State Farm September 2014 - December 2014
Movement Mortgage, LLC October 2013 - February 2014
JP Morgan Chase March 2010 - January 2012
Desert Heritage Mortgage January 2008 - December 2009
Strategic Capital April 2000 - December 2007
Skills
Mortgage Lending, Sellers, Customer Service, Team Building, Hospitality, Sales, Real Estate, Selling, Hospitality Industry, Hotels, PowerPoint, Marketing Strategy, Event Management, USDA, Loans, Account Management, Project Management, Finance, FHA, Strategic Planning, Inventory Management, Negotiation, Budgets, New Business Development, Sales Management, Portfolio Management, Management, Asset Managment, Social Media, Business Development, Investments, Project Planning, Event Planning, Residential Homes, Social Media Marketing, Brand Development, Real Estate Transactions, Resorts
Education
Arizona School of Real Estate 2013 — 2013
Real Estate License
Mesa Community College 2012 — 2013
Business, 3.8
Nationwide Licensing System (NMLS) 2010 — 2013
LO License, A
College of DuPage
Business
Ford School of Insurance
Insurance-Property/Casualty
Carrington Mortgage Services, Mortgage Lending Division February 2015 - Present
State Farm September 2014 - December 2014
Movement Mortgage, LLC October 2013 - February 2014
JP Morgan Chase March 2010 - January 2012
Desert Heritage Mortgage January 2008 - December 2009
Strategic Capital April 2000 - December 2007
Skills
Mortgage Lending, Sellers, Customer Service, Team Building, Hospitality, Sales, Real Estate, Selling, Hospitality Industry, Hotels, PowerPoint, Marketing Strategy, Event Management, USDA, Loans, Account Management, Project Management, Finance, FHA, Strategic Planning, Inventory Management, Negotiation, Budgets, New Business Development, Sales Management, Portfolio Management, Management, Asset Managment, Social Media, Business Development, Investments, Project Planning, Event Planning, Residential Homes, Social Media Marketing, Brand Development, Real Estate Transactions, Resorts
Education
Arizona School of Real Estate 2013 — 2013
Real Estate License
Mesa Community College 2012 — 2013
Business, 3.8
Nationwide Licensing System (NMLS) 2010 — 2013
LO License, A
College of DuPage
Business
Ford School of Insurance
Insurance-Property/Casualty
Edwin Stanislawski, MBA Edwin Stanislawski, MBA's Strategic Capital Experience September 2014 - Present
Job Investment Performance Analyst at Strategic Capital
Industry Financial Services
Experience
Strategic Capital September 2014 - Present
Hillshire Brands May 2013 - August 2013
Pactiv, LLC May 2012 - August 2012
Masonry Accessory Supply Inc May 2011 - August 2011
Skills
Time Management, Leadership, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, International Business, Access, Finance, Financial Analysis, Case Analysis, Team-oriented, Social Networking, Social Media, Photoshop, Apple, Excel, Word, Highly Organized
Education
Northern Illinois University 2013 — 2014
Master of Business Administration (MBA)
IAE Business School 2013 — 2014
Master of International Management, International Business
Northern Illinois University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.5
Strategic Capital September 2014 - Present
Hillshire Brands May 2013 - August 2013
Pactiv, LLC May 2012 - August 2012
Masonry Accessory Supply Inc May 2011 - August 2011
Skills
Time Management, Leadership, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, International Business, Access, Finance, Financial Analysis, Case Analysis, Team-oriented, Social Networking, Social Media, Photoshop, Apple, Excel, Word, Highly Organized
Education
Northern Illinois University 2013 — 2014
Master of Business Administration (MBA)
IAE Business School 2013 — 2014
Master of International Management, International Business
Northern Illinois University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.5
Jack J. McGovern Jack J. McGovern's Strategic Capital Experience 1996 - 1998
Job CFO, COO and Financial Consulting
Industry Financial Services
Experience
Northshore Management Partners 2005 - Present
Dilithium Networks 2006 - 2008
Integrated Biosystems, Inc. 2000 - 2005
infoUSA 1999 - 2000
Strategic Capital 1996 - 1998
Oliver Allen 1990 - 1995
KPMG Audit 1979 - 1982
Skills
Accounting, Start-ups, Due Diligence, Audit, Debt, Equities, Mergers, Budgeting, Internal Controls, Financial Planning, Strategic Planning, Financial Accounting, Contract Negotiation, Acquisition Integration, Big 4
Education
California State University-Chico 1974 — 1978
BS
Northshore Management Partners 2005 - Present
Dilithium Networks 2006 - 2008
Integrated Biosystems, Inc. 2000 - 2005
infoUSA 1999 - 2000
Strategic Capital 1996 - 1998
Oliver Allen 1990 - 1995
KPMG Audit 1979 - 1982
Skills
Accounting, Start-ups, Due Diligence, Audit, Debt, Equities, Mergers, Budgeting, Internal Controls, Financial Planning, Strategic Planning, Financial Accounting, Contract Negotiation, Acquisition Integration, Big 4
Education
California State University-Chico 1974 — 1978
BS
John Tastad John Tastad's Strategic Capital Experience January 2005 - Present
Job Principal at Pulse Lighting & Controls
Industry Utilities
Experience
Strategic Capital January 2005 - Present
Pulse Products January 1997 - Present
Gridway Energy January 2010 - July 2012
AVVID Technologies 2007 - 2010
San Vision Energy Technology 2003 - 2009
DTE Energy 2001 - 2005
Alliance Energy January 1998 - January 2001
Norton Motorcycles USA 1998 - 2000
Energy Solutions International January 1992 - January 1997
Skills
Power Generation, Entrepreneurship, Energy, Start-ups, Manufacturing, Strategy, Account Management, Strategic Planning, Investment Management, Management, Due Diligence, Renewable Energy, Energy Management, Negotiation, Internal Controls, Sales, Leadership, Contract Negotiation, Finance, Sales Management, Networking, Energy Efficiency, Investments, New Business Development, Cleantech, International Sales, Selling, Start-up Ventures, Mergers & Acquisitions, International Business, Corporate Development, Executive Management, Acquisitions, Private Equity, Venture Capital, Business Development, Strategic Partnerships, Business Strategy, Business Planning, Alternative Energy
Education
Bethel University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The University of Hong Kong 1987 — 1987
International Business
Strategic Capital January 2005 - Present
Pulse Products January 1997 - Present
Gridway Energy January 2010 - July 2012
AVVID Technologies 2007 - 2010
San Vision Energy Technology 2003 - 2009
DTE Energy 2001 - 2005
Alliance Energy January 1998 - January 2001
Norton Motorcycles USA 1998 - 2000
Energy Solutions International January 1992 - January 1997
Skills
Power Generation, Entrepreneurship, Energy, Start-ups, Manufacturing, Strategy, Account Management, Strategic Planning, Investment Management, Management, Due Diligence, Renewable Energy, Energy Management, Negotiation, Internal Controls, Sales, Leadership, Contract Negotiation, Finance, Sales Management, Networking, Energy Efficiency, Investments, New Business Development, Cleantech, International Sales, Selling, Start-up Ventures, Mergers & Acquisitions, International Business, Corporate Development, Executive Management, Acquisitions, Private Equity, Venture Capital, Business Development, Strategic Partnerships, Business Strategy, Business Planning, Alternative Energy
Education
Bethel University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
The University of Hong Kong 1987 — 1987
International Business
Kristie Hayes Kristie Hayes's Strategic Capital Experience August 2008 - May 2009
Job Mortgage Loan Officer at Prairie State Bank
Industry Banking
Experience
Prairie State Bank & Trust August 2011 - Present
Midland States Bank May 2009 - August 2011
Strategic Capital August 2008 - May 2009
Marine Bank 2007 - 2008
Health Alliance Medical Plans 2005 - 2007
Busey Bank 2003 - 2005
Skills
Loans
Education
Illinois State University 2002 — 2004
Business, Business Administration
Parkland College 2000 — 2002
Associates in Business, Business
Prairie State Bank & Trust August 2011 - Present
Midland States Bank May 2009 - August 2011
Strategic Capital August 2008 - May 2009
Marine Bank 2007 - 2008
Health Alliance Medical Plans 2005 - 2007
Busey Bank 2003 - 2005
Skills
Loans
Education
Illinois State University 2002 — 2004
Business, Business Administration
Parkland College 2000 — 2002
Associates in Business, Business
Brian Pancotto Brian Pancotto's Strategic Capital Experience 2006 - 2009
Job Account Manager at GTECH Services, Inc.
Industry Staffing and Recruiting
Experience
G-TECH Services, Inc. Sr. Loan ConsultantWells Fargo2009 - 2010
Strategic Capital 2006 - 2009
Skills
Technical Recruiting, Account Management, Talent Acquisition, Sales, Applicant Tracking..., Cold Calling, Resume Writing, Recruiting
Education
Northwood University-Florida 1996 — 1999
Bachelor, Marketing/Business Management
G-TECH Services, Inc. Sr. Loan ConsultantWells Fargo2009 - 2010
Strategic Capital 2006 - 2009
Skills
Technical Recruiting, Account Management, Talent Acquisition, Sales, Applicant Tracking..., Cold Calling, Resume Writing, Recruiting
Education
Northwood University-Florida 1996 — 1999
Bachelor, Marketing/Business Management
Ryan Bradley Ryan Bradley's Strategic Capital Experience April 2008 - December 2008
Job CoFounder at Smith & Bradley, Ltd. /Freelance Entrepreneur / Partner at Phebus and Koester LLP
Industry Luxury Goods & Jewelry
Experience
Parkland College September 2015 - Present
Phebus & Koester, LLP January 2009 - Present
Smith & Bradley, Ltd. January 2013 - Present
Richland Community College June 2010 - June 2012
Strategic Capital April 2008 - December 2008
Skills
Civil Litigation, Litigation, Commercial Litigation, Legal Research, Personal Injury, Product Liability, Legal Writing, Corporate Law, Public Speaking, Class Actions, Criminal Law, Strategy, Strategic Planning, Torts, Research, Marketing, Medical Malpractice, Mergers & Acquisitions, Appeals, Start-ups, Real Estate, Mediation, Marketing Strategy, Investments, Intellectual Property, Attorneys, Nonprofits, Strategic Partnerships, Licensing, Administrative Law, Joint Ventures, Entrepreneurship, Social Media Marketing, Non-profits, Alternative Dispute..., Venture Capital, Automobile Accidents, Trial Practice, Private Equity, Insurance Law, Personal Injury..., Social Media, Courts, Management, Trials, Negotiation, Arbitration, Product Design, Watches, Fashion
Education
Vermont Law School 2004 — 2006
Juris Doctor, Law
University of Richmond School of Law 2003 — 2004
N/A, Juris Doctor
Loyola College in Maryland 1999 — 2003
Business, Marketing
Georgetown Preparatory School 1995 — 1999
High School Diploma, High school
Parkland College September 2015 - Present
Phebus & Koester, LLP January 2009 - Present
Smith & Bradley, Ltd. January 2013 - Present
Richland Community College June 2010 - June 2012
Strategic Capital April 2008 - December 2008
Skills
Civil Litigation, Litigation, Commercial Litigation, Legal Research, Personal Injury, Product Liability, Legal Writing, Corporate Law, Public Speaking, Class Actions, Criminal Law, Strategy, Strategic Planning, Torts, Research, Marketing, Medical Malpractice, Mergers & Acquisitions, Appeals, Start-ups, Real Estate, Mediation, Marketing Strategy, Investments, Intellectual Property, Attorneys, Nonprofits, Strategic Partnerships, Licensing, Administrative Law, Joint Ventures, Entrepreneurship, Social Media Marketing, Non-profits, Alternative Dispute..., Venture Capital, Automobile Accidents, Trial Practice, Private Equity, Insurance Law, Personal Injury..., Social Media, Courts, Management, Trials, Negotiation, Arbitration, Product Design, Watches, Fashion
Education
Vermont Law School 2004 — 2006
Juris Doctor, Law
University of Richmond School of Law 2003 — 2004
N/A, Juris Doctor
Loyola College in Maryland 1999 — 2003
Business, Marketing
Georgetown Preparatory School 1995 — 1999
High School Diploma, High school
Michael Stavar Michael Stavar's Strategic Capital Experience July 2007 - February 2009
Job VP, Institutional Marketing & Consulting at Chilton Capital Management
Industry Investment Management
Experience
Chilton Capital Management March 2010 - Present
JMC Global LLC 2007 - 2011
Strategic Capital July 2007 - February 2009
GULF INVESTMENT / OPPEMHEIMERFUNDS April 2000 - May 2007
Skills
Asset Managment, Investments, Portfolio Management, Equities, Hedge Funds, Mutual Funds, Fixed Income, Investment Advisory, Financial Modeling, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Capital Markets, Fund Of Funds, Valuation, Investment Management, Securities, Series 7, Financial Analysis, Risk Management, Equity Research, Financial Services, Asset Management, Bloomberg, Due Diligence, Finance, Mergers, Pensions, Strategic Financial...
Education
Fairleigh Dickinson University 1973 — 1976
BS, MBA, Accounting, Business Administration
Chilton Capital Management March 2010 - Present
JMC Global LLC 2007 - 2011
Strategic Capital July 2007 - February 2009
GULF INVESTMENT / OPPEMHEIMERFUNDS April 2000 - May 2007
Skills
Asset Managment, Investments, Portfolio Management, Equities, Hedge Funds, Mutual Funds, Fixed Income, Investment Advisory, Financial Modeling, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies, Capital Markets, Fund Of Funds, Valuation, Investment Management, Securities, Series 7, Financial Analysis, Risk Management, Equity Research, Financial Services, Asset Management, Bloomberg, Due Diligence, Finance, Mergers, Pensions, Strategic Financial...
Education
Fairleigh Dickinson University 1973 — 1976
BS, MBA, Accounting, Business Administration
Travis Mellard Travis Mellard's Strategic Capital Experience 1996 - 2000
Job Associate Director at AT&T
Industry Telecommunications
Experience
AT&T January 2011 - Present
AT&T March 2000 - 2011
Strategic Capital 1996 - 2000
Pezzi King Vineyards 1996 - 2000
Texas Comptroller of Public Accounts 1982 - 1996
Skills
Vendor Management, Strategy, Financial Analysis, Telecommunications, Call Center, Outsourcing, Workforce Management, Leadership, Customer Service, New Business Development, Contract Negotiation, Siebel, Contact Centers, Software Project..., Management, Integration, Operations Management, Program Management, Strategic Planning, Wireless, Customer Experience, Negotiation, Professional Services, Mergers & Acquisitions, Call Centers, Process Improvement, Acquisition Integration, Customer Satisfaction, Business Process..., Financial Modeling, Business Analysis, Budgets, Cross-functional Team..., Pricing, CRM
Education
The University of Texas at Austin 1981 — 1991
BA, MBA, Economics, Math, Finance, and Management
University of Colorado Boulder 1980 — 1981
AT&T January 2011 - Present
AT&T March 2000 - 2011
Strategic Capital 1996 - 2000
Pezzi King Vineyards 1996 - 2000
Texas Comptroller of Public Accounts 1982 - 1996
Skills
Vendor Management, Strategy, Financial Analysis, Telecommunications, Call Center, Outsourcing, Workforce Management, Leadership, Customer Service, New Business Development, Contract Negotiation, Siebel, Contact Centers, Software Project..., Management, Integration, Operations Management, Program Management, Strategic Planning, Wireless, Customer Experience, Negotiation, Professional Services, Mergers & Acquisitions, Call Centers, Process Improvement, Acquisition Integration, Customer Satisfaction, Business Process..., Financial Modeling, Business Analysis, Budgets, Cross-functional Team..., Pricing, CRM
Education
The University of Texas at Austin 1981 — 1991
BA, MBA, Economics, Math, Finance, and Management
University of Colorado Boulder 1980 — 1981
Kerry Rhoades's Strategic Capital Experience July 2002 - May 2009
Job Sr. VP of Operations at First Bank and Trust
Industry Banking
Experience
First Bank and Trust February 2012 - Present
Midland States Bank October 2009 - February 2012
Midland States Bank May 2009 - October 2009
Strategic Capital July 2002 - May 2009
Central Illinois Bank 1999 - 2002
Union Planters Bank 1997 - 1999
Skills
Banking, Cash Management, Loans, Management, Vendor Management, Risk Management, Portfolio Management
Education
Illinois State University 1988 — 1992
B.S., Finance
First Bank and Trust February 2012 - Present
Midland States Bank October 2009 - February 2012
Midland States Bank May 2009 - October 2009
Strategic Capital July 2002 - May 2009
Central Illinois Bank 1999 - 2002
Union Planters Bank 1997 - 1999
Skills
Banking, Cash Management, Loans, Management, Vendor Management, Risk Management, Portfolio Management
Education
Illinois State University 1988 — 1992
B.S., Finance
Gary L. Svec's Strategic Capital Experience 2003 - 2009
Job Founding Member at Executive Financial Specialists, LLC
Industry Financial Services
Experience
Executive Financial Specialists, LLC CEOCitizens National Bank2006 - 2009
Strategic Capital 2003 - 2009
PrivateBancorp, Inc. 2000 - 2003
Performance Trust Capital Partners 1995 - 2000
Crowe Chizek 1988 - 1995
Education
DePaul University 1984 — 1988
BS, Accounting
Morton East High School 1980 — 1984
Executive Financial Specialists, LLC CEOCitizens National Bank2006 - 2009
Strategic Capital 2003 - 2009
PrivateBancorp, Inc. 2000 - 2003
Performance Trust Capital Partners 1995 - 2000
Crowe Chizek 1988 - 1995
Education
DePaul University 1984 — 1988
BS, Accounting
Morton East High School 1980 — 1984
Monica Spradling's Strategic Capital Experience 2005 - Present
Job HR Generalist at Strategic Capital
Industry
Experience
Strategic Capital 2005 - Present
Education
Illinois State University
Bachelor's Degree, Human Resources Management
Keller Graduate School of Management of DeVry University
HR graduate certificate, Human Resources Management
Strategic Capital 2005 - Present
Education
Illinois State University
Bachelor's Degree, Human Resources Management
Keller Graduate School of Management of DeVry University
HR graduate certificate, Human Resources Management