Strategic Capital Group
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Strategic Capital Group Employees
Employee
Years
Job
Industry
Jason Tomlinson Jason Tomlinson's Strategic Capital Group Experience June 2015 - Present
Job Chief Executive Officer at JDT Financial, LLC
Industry Government Relations
Experience
Strategic Capital Group June 2015 - Present
JDT Financial, LLC June 2014 - Present
Strategic Capital Solutions, LLC October 2012 - Present
Foxboro Golf Course October 2007 - November 2012
SC Senate Sergeant-At-Arms May 2007 - October 2007
SC Lieutenant Governer's Office December 2006 - June 2007
South Carolina Senate December 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Economic Development, Strategy, Start-ups, Policy, Government, Training, Leadership, Fundraising, Nonprofits, Public Relations, Leadership Development, Commerical Transactions, Commercial Lending, Community Outreach, Commercial Lines, Business Ethics, Private Equity, Political Campaigns, P&L Budget Management, P&L Analysis, Profit Margins, Community Development, Profit Maximization, P&L Management, Gross Profit Analysis, Limited Partnerships, P&L Forecasting, Market Share Analysis, P&L Financial Management, Board Relations, Advisory Boards, Board Governance, Board Development, Non-profit Board..., Chambers of Commerce, Board of Directors
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's degree, Criminal Justice/Police Science
Strategic Capital Group June 2015 - Present
JDT Financial, LLC June 2014 - Present
Strategic Capital Solutions, LLC October 2012 - Present
Foxboro Golf Course October 2007 - November 2012
SC Senate Sergeant-At-Arms May 2007 - October 2007
SC Lieutenant Governer's Office December 2006 - June 2007
South Carolina Senate December 2003 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Economic Development, Strategy, Start-ups, Policy, Government, Training, Leadership, Fundraising, Nonprofits, Public Relations, Leadership Development, Commerical Transactions, Commercial Lending, Community Outreach, Commercial Lines, Business Ethics, Private Equity, Political Campaigns, P&L Budget Management, P&L Analysis, Profit Margins, Community Development, Profit Maximization, P&L Management, Gross Profit Analysis, Limited Partnerships, P&L Forecasting, Market Share Analysis, P&L Financial Management, Board Relations, Advisory Boards, Board Governance, Board Development, Non-profit Board..., Chambers of Commerce, Board of Directors
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's degree, Criminal Justice/Police Science
Doug Maurer Doug Maurer's Strategic Capital Group Experience October 2008 - October 2014
Job Partner at Private Advisory Group
Industry Financial Services
Experience
Private Advisory Group July 2014 - Present
Strategic Capital Group October 2008 - October 2014
TD Ameritrade January 2006 - October 2008
ATD March 2001 - April 2004
Chicago Securities Group May 1999 - April 2004
U.S. Army, Reserve January 1995 - January 2001
Skills
Investments, Series 7, Securities, Equities, Series 63, Wealth Management, Mutual Funds, Options, Real Estate, Alternative Investments, Investment Advisory
Education
University of Iowa 1992 — 1997
BA, Economics and Literature
Private Advisory Group July 2014 - Present
Strategic Capital Group October 2008 - October 2014
TD Ameritrade January 2006 - October 2008
ATD March 2001 - April 2004
Chicago Securities Group May 1999 - April 2004
U.S. Army, Reserve January 1995 - January 2001
Skills
Investments, Series 7, Securities, Equities, Series 63, Wealth Management, Mutual Funds, Options, Real Estate, Alternative Investments, Investment Advisory
Education
University of Iowa 1992 — 1997
BA, Economics and Literature
Natalie Tippens's Strategic Capital Group Experience May 2006 - August 2007
Job Territory Sales Manager at Mission Pharmacal
Industry Pharmaceuticals
Experience
Mission Pharmacal September 2014 - Present
Dallas Cowboys February 2013 - September 2014
Legends Hospitality October 2011 - January 2013
Hotel Association of North Texas June 2009 - October 2011
Strategic Capital Group May 2006 - August 2007
Skills
Direct Marketing, Social Media Marketing, Market Research, Hospitality Industry, Non-profits, Creative Strategy, Collateral, Client Prospecting, Event Planning, Marketing Strategy, Marketing, Advertising, Sales, Facebook
Education
Pepperdine University 2004 — 2008
Advertising, Business Administration
Mission Pharmacal September 2014 - Present
Dallas Cowboys February 2013 - September 2014
Legends Hospitality October 2011 - January 2013
Hotel Association of North Texas June 2009 - October 2011
Strategic Capital Group May 2006 - August 2007
Skills
Direct Marketing, Social Media Marketing, Market Research, Hospitality Industry, Non-profits, Creative Strategy, Collateral, Client Prospecting, Event Planning, Marketing Strategy, Marketing, Advertising, Sales, Facebook
Education
Pepperdine University 2004 — 2008
Advertising, Business Administration
Samuel Graham's Strategic Capital Group Experience May 2010 - August 2010
Job Analyst Global Energy Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
UBS Investment Bank June 2015 - Present
Octagon Credit Investors July 2013 - June 2015
BlackRock June 2012 - August 2012
Steelhead Partners LLC May 2011 - August 2011
Strategic Capital Group May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Microsoft Excel, Finance, Analysis, Bloomberg, Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S., Finance, General
Woodinville
Walker P. Sandlin, III's Strategic Capital Group Experience November 2005 - May 2008
Job Principal and Portfolio Manager at Stonebridge Capital Management NW, LLC
Industry Financial Services
Experience
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Stonebridge Capital Management NW, LLC June 2008 - Present
Pierce County Project Access August 2013 - Present
The Fox Island Chapel Preservation Society April 2012 - Present
Rotary Club of Gig Harbor July 2010 - June 2014
Pierce County Land Use Advisory Commission January 2011 - March 2014
Volunteer Math Mentor at Communities In Schools October 2005 - May 2013
Crystal Mountain Resort November 2000 - April 2013
Strategic Capital Group, November 2005 - May 2008
Charles Schwab October 1998 - October 2005
Edward Jones January 1997 - September 1998
Skills
Retirement Planning, Wealth Management, Investment Strategies, Portfolio Management, Strategic Planning, Investments, Ski Instructor, Educator, Investment Advisory, Program Management, Strategic Financial..., Mutual Funds, Finance, Asset Allocation, Strategy, Small Business, Retirement, Series 7, Marketing, Training, Real Estate, Financial Advisory, Business Development, Fundraising, Management, Time Management, Asset Management, Budgets, Leadership, Business Planning, Project Planning, Accounting, Team Building, Forecasting, Mergers & Acquisitions, Risk Management, Sales, Business Strategy, Investment Management, Financial Planning
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1977 — 1981
Bachelor of Science, Forest Products
Heritage Hall High School 1970 — 1973
Taylor MacIntosh Taylor MacIntosh's Strategic Capital Group Experience May 2011 - August 2011
Job Fixed Income Analyst at RP Capital
Industry Financial Services
Experience
RP Capital July 2012 - Present
Cystic Fibrosis Foundation June 2002 - Present
Strategic Capital Group May 2011 - August 2011
Gameplan Apparel May 2009 - August 2011
Gonzaga Ski/Snowboard Club April 2010 - May 2011
Knights of Gonzaga March 2009 - March 2010
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration, Concentrations in Finance and Marketing, Emphasis in Criminal Justice
RP Capital July 2012 - Present
Cystic Fibrosis Foundation June 2002 - Present
Strategic Capital Group May 2011 - August 2011
Gameplan Apparel May 2009 - August 2011
Gonzaga Ski/Snowboard Club April 2010 - May 2011
Knights of Gonzaga March 2009 - March 2010
Education
Gonzaga University 2008 — 2012
Bachelor of Business Administration, Concentrations in Finance and Marketing, Emphasis in Criminal Justice
Michael Welk Michael Welk's Strategic Capital Group Experience March 2003 - March 2015
Job Lead Advisor at Brighton Jones
Industry Investment Management
Experience
Brighton Jones April 2015 - Present
Strategic Capital Group March 2003 - March 2015
Laird Norton Trust Company March 2000 - March 2003
Key Asset Management November 1998 - March 2000
Frank Russell Company September 1996 - November 1998
Key Asset Management April 1991 - September 1996
Skills
Investments, Equities, Portfolio Management, Asset Managment, Asset Allocation, Wealth Management, Relationship Mgmt, Investment Strategies, Asset Management, Alternative Investments, Retirement Planning, Business Development, Series 7, Investment Advisory, Financial Modeling, Relationship Management
Education
Pacific Lutheran University 1986 — 1990
BA, Business Administration
Brighton Jones April 2015 - Present
Strategic Capital Group March 2003 - March 2015
Laird Norton Trust Company March 2000 - March 2003
Key Asset Management November 1998 - March 2000
Frank Russell Company September 1996 - November 1998
Key Asset Management April 1991 - September 1996
Skills
Investments, Equities, Portfolio Management, Asset Managment, Asset Allocation, Wealth Management, Relationship Mgmt, Investment Strategies, Asset Management, Alternative Investments, Retirement Planning, Business Development, Series 7, Investment Advisory, Financial Modeling, Relationship Management
Education
Pacific Lutheran University 1986 — 1990
BA, Business Administration
charles borquist charles borquist's Strategic Capital Group Experience March 2011 - December 2014
Job Portfolio Manager at Genesis Capital LLC
Industry Financial Services
Experience
Genesis Capital LLC June 2014 - Present
Strategic Capital Group March 2011 - December 2014
Strategic Capital Group August 2005 - February 2011
Aslan Asset Strategies, LLC February 2001 - December 2002
Aslan Capital LLC May 2000 - February 2001
Education
Pacific Lutheran University 1996 — 2000
Bachelor of Business Administration (BBA)
Genesis Capital LLC June 2014 - Present
Strategic Capital Group March 2011 - December 2014
Strategic Capital Group August 2005 - February 2011
Aslan Asset Strategies, LLC February 2001 - December 2002
Aslan Capital LLC May 2000 - February 2001
Education
Pacific Lutheran University 1996 — 2000
Bachelor of Business Administration (BBA)
Jordan Johnson's Strategic Capital Group Experience January 2011 - June 2011
Job Corporate Finance
Industry Financial Services
Experience
Alexander Hutton February 2013 - Present
Wurts & Associates August 2011 - February 2013
Discovery Institute January 2012 - December 2012
Jones Lang LaSalle March 2011 - June 2011
Strategic Capital Group January 2011 - June 2011
Nordstrom May 2010 - December 2010
Thailand,Cambodia,Vietnam, Singapore August 2010 - September 2010
Alexander Hutton June 2010 - August 2010
Skills
Sales, Microsoft Office, Microsoft Excel, PowerPoint, Morningstar Direct, Performance Analysis, Alternative Investments, Investments, Commodity Markets, Bloomberg, Mergers & Acquisitions, Private Equity, Due Diligence, Capital Markets, Finance, Leadership, Management, Public Speaking, Financial Modeling, Analysis
Education
University of Washington 2008 — 2011
Business, Finance & Sales Certificate
Central Washington University 2007 — 2008
Cascade Christian High School 2003 — 2007
Alexander Hutton February 2013 - Present
Wurts & Associates August 2011 - February 2013
Discovery Institute January 2012 - December 2012
Jones Lang LaSalle March 2011 - June 2011
Strategic Capital Group January 2011 - June 2011
Nordstrom May 2010 - December 2010
Thailand,Cambodia,Vietnam, Singapore August 2010 - September 2010
Alexander Hutton June 2010 - August 2010
Skills
Sales, Microsoft Office, Microsoft Excel, PowerPoint, Morningstar Direct, Performance Analysis, Alternative Investments, Investments, Commodity Markets, Bloomberg, Mergers & Acquisitions, Private Equity, Due Diligence, Capital Markets, Finance, Leadership, Management, Public Speaking, Financial Modeling, Analysis
Education
University of Washington 2008 — 2011
Business, Finance & Sales Certificate
Central Washington University 2007 — 2008
Cascade Christian High School 2003 — 2007
Casey Hunt's Strategic Capital Group Experience April 2012 - Present
Job Strategic Capital Group
Industry Financial Services
Experience
Strategic Capital Group April 2012 - Present
University of Phoenix February 2007 - July 2010
Embry-Riddle Aeronautical University August 2000 - February 2006
Skills
Leadership Development, Public Speaking, Higher Education, Training, Leadership, Recruiting, Program Management, Adult Education
Education
Embry-Riddle Aeronautical University 1999 — 2001
BSMTO, Managment with a focus in Aviation
Strategic Capital Group April 2012 - Present
University of Phoenix February 2007 - July 2010
Embry-Riddle Aeronautical University August 2000 - February 2006
Skills
Leadership Development, Public Speaking, Higher Education, Training, Leadership, Recruiting, Program Management, Adult Education
Education
Embry-Riddle Aeronautical University 1999 — 2001
BSMTO, Managment with a focus in Aviation
Christopher Butt's Strategic Capital Group Experience April 2000 - March 2002
Job Associate, Institutional Equities Sales
Industry Financial Services
Experience
BOC International January 2008 - Present
UOB Kay Hian November 2006 - September 2007
UTi Worldwide Inc. April 2003 - October 2006
Strategic Capital Group April 2000 - March 2002
Skills
Equities, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Asset Management, Investments, Equity Research, Capital Markets, Private Equity, Financial Planning, Technical Analysis, New Business Development, Key Account Management, Strategic Planning, Business Analysis, Client Relationships..., Equity Trading
Education
NYU School of Professional Studies 2014 — 2014
Certification Program, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelor of Science, Business Administration
BOC International January 2008 - Present
UOB Kay Hian November 2006 - September 2007
UTi Worldwide Inc. April 2003 - October 2006
Strategic Capital Group April 2000 - March 2002
Skills
Equities, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Asset Management, Investments, Equity Research, Capital Markets, Private Equity, Financial Planning, Technical Analysis, New Business Development, Key Account Management, Strategic Planning, Business Analysis, Client Relationships..., Equity Trading
Education
NYU School of Professional Studies 2014 — 2014
Certification Program, Financial Planning and Services
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelor of Science, Business Administration
Matt Kopacz's Strategic Capital Group Experience June 2009 - Present
Job AVP Investment Operations
Industry Financial Services
Experience
Strategic Capital Group June 2009 - Present
Washington Mutual January 2007 - June 2009
Russell Investments December 2004 - January 2007
Washington Mutual October 2002 - December 2004
Merrill Lynch January 1999 - September 2002
Education
Rider University 1995 — 1996
BS, Finance
Mercer County Community College 1992 — 1994
AS, Business Administration
Strategic Capital Group June 2009 - Present
Washington Mutual January 2007 - June 2009
Russell Investments December 2004 - January 2007
Washington Mutual October 2002 - December 2004
Merrill Lynch January 1999 - September 2002
Education
Rider University 1995 — 1996
BS, Finance
Mercer County Community College 1992 — 1994
AS, Business Administration