United Capital
Industry: Financial services company
DescriptionUnited Capital Financial Advisers, LLC is a national financial management firm headquartered in Newport Beach, California. It has 74 offices in the United States and manages $15 billion in assets. United Capital was founded by CEO Joe Duran. Assets under management: 24 billion USD (2018) Founded: 2005 Headquarters: Newport Beach, CA Number of employees: 487 Founders: Bob Doede, Joe Duran
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United Capital Employees
Employee
Years
Job
Industry
Manuel Pelayo Troncoso Manuel Pelayo Troncoso's United Capital Experience July 2012 - July 2012
Job Financial Industry
Industry Financial Services
Experience
Crèdit Andorrà October 2013 - Present
StateTrust September 2013 - October 2013
Ayuda y Dona August 2012 - July 2013
United Capital July 2012 - July 2012
Banco Popular Dominicano May 2011 - July 2011
Citi June 2010 - July 2010
Skills
Spanish, Economics, Microsoft Office
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Crèdit Andorrà October 2013 - Present
StateTrust September 2013 - October 2013
Ayuda y Dona August 2012 - July 2013
United Capital July 2012 - July 2012
Banco Popular Dominicano May 2011 - July 2011
Citi June 2010 - July 2010
Skills
Spanish, Economics, Microsoft Office
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Laura Chernova Laura Chernova's United Capital Experience May 2011 - Present
Job
Industry Investment Management
Experience
United Capital May 2011 - Present
StanCorp Investment Advisers July 2007 - May 2011
Jahn Investment Advisors 2007 - 2008
Wetherby Asset Management October 1994 - July 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Portfolio Management, Investment Management, Personal Finance, High Net Worth..., Wealth Management..., Estate Planning, Wealth, Finance, Asset Allocation, Financial Planning, Asset Management, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Financial Services, Equities
Education
University of California, Irvine 2003 — 2004
CFP
University of California, Davis 1990 — 1994
Robert Louis Stevenson 1986 — 1990
United Capital May 2011 - Present
StanCorp Investment Advisers July 2007 - May 2011
Jahn Investment Advisors 2007 - 2008
Wetherby Asset Management October 1994 - July 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Portfolio Management, Investment Management, Personal Finance, High Net Worth..., Wealth Management..., Estate Planning, Wealth, Finance, Asset Allocation, Financial Planning, Asset Management, Investment Advisory, Mutual Funds, Alternative Investments, Investment Strategies, Financial Services, Equities
Education
University of California, Irvine 2003 — 2004
CFP
University of California, Davis 1990 — 1994
Robert Louis Stevenson 1986 — 1990
Chris Trace Chris Trace's United Capital Experience March 2009 - April 2010
Job Sr. Loan Consultant at IFG Mortgage Corp
Industry Real Estate
Experience
IFG Mortgage Corp March 2012 - Present
Village Capital & Investment LLC May 2010 - March 2012
United Capital March 2009 - April 2010
Nations Home Mortgage 2003 - 2009
Skills
FHA, Mortgage Lending, Reverse Mortgages, USDA, FHA financing, Residential Mortgages, Investment Properties, Loan Origination, Refinance, Mortgage Banking
Education
Gloucester County College
Psychology/Business development
IFG Mortgage Corp March 2012 - Present
Village Capital & Investment LLC May 2010 - March 2012
United Capital March 2009 - April 2010
Nations Home Mortgage 2003 - 2009
Skills
FHA, Mortgage Lending, Reverse Mortgages, USDA, FHA financing, Residential Mortgages, Investment Properties, Loan Origination, Refinance, Mortgage Banking
Education
Gloucester County College
Psychology/Business development
Darius Seperi Darius Seperi's United Capital Experience April 2005 - June 2008
Job President at Vicci International
Industry Investment Management
Experience
Vicci International February 2008 - Present
United Capital April 2005 - June 2008
Education
University of Southern California 2008 — 2011
B.A., Economics
Vicci International February 2008 - Present
United Capital April 2005 - June 2008
Education
University of Southern California 2008 — 2011
B.A., Economics
Timothy McNulty Timothy McNulty's United Capital Experience March 2009 - July 2012
Job Regional Sales Manager at Pelican Auto Finance, LLC
Industry Marketing and Advertising
Experience
Pelican Auto Finance, LLC February 2013 - Present
Predator Patrol Search and Rescue January 2009 - Present
Pelican Resource Group, LLC August 2012 - February 2013
United Capital March 2009 - July 2012
Elauw 2010 - 2010
Elauw 2010 - 2010
Comcast Spotlight September 2007 - February 2009
Burlington County Times 1998 - 2007
Skills
Non-profits, Advertising, Nonprofits, Training, Management, Time Management, Leadership, Project Planning, Sales, Marketing Strategy, Selling, Social Networking, Marketing, Business Development, Sales Operations, Strategy, Sales Management, New Business Development, Social Media, Customer Service, Account Management, Social Media Marketing
Education
Camden County College 1990 — 1995
Pelican Auto Finance, LLC February 2013 - Present
Predator Patrol Search and Rescue January 2009 - Present
Pelican Resource Group, LLC August 2012 - February 2013
United Capital March 2009 - July 2012
Elauw 2010 - 2010
Elauw 2010 - 2010
Comcast Spotlight September 2007 - February 2009
Burlington County Times 1998 - 2007
Skills
Non-profits, Advertising, Nonprofits, Training, Management, Time Management, Leadership, Project Planning, Sales, Marketing Strategy, Selling, Social Networking, Marketing, Business Development, Sales Operations, Strategy, Sales Management, New Business Development, Social Media, Customer Service, Account Management, Social Media Marketing
Education
Camden County College 1990 — 1995
Brian Worth's United Capital Experience 1995 - 2005
Job SVP & Portfolio Manager at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. June 2015 - Present
Richardson GMP Limited January 2014 - May 2015
AFOA Canada January 2014 - February 2015
Macquarie Private Wealth December 2005 - November 2013
United Capital 1995 - 2005
Global Securities 1991 - 1995
CM Oliver & Company 1987 - 1990
Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking
Education
The University of British Columbia / UBC 1975 — 1981
faculty member - Chemistry, MBA course (incomplete)
Imperial College London 1973 — 1975
D.I.C., Chemistry
The Australian National University 1970 — 1973
Ph.D., Chemistry
University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons
Raymond James Ltd. June 2015 - Present
Richardson GMP Limited January 2014 - May 2015
AFOA Canada January 2014 - February 2015
Macquarie Private Wealth December 2005 - November 2013
United Capital 1995 - 2005
Global Securities 1991 - 1995
CM Oliver & Company 1987 - 1990
Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking
Education
The University of British Columbia / UBC 1975 — 1981
faculty member - Chemistry, MBA course (incomplete)
Imperial College London 1973 — 1975
D.I.C., Chemistry
The Australian National University 1970 — 1973
Ph.D., Chemistry
University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons
Antonio Jorge Antonio Jorge's United Capital Experience January 2012 - August 2012
Job Operations Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs December 2013 - Present
United Capital January 2012 - August 2012
Banco Central de la Rep. Dom. May 2011 - August 2011
Banco Popular Dominicano May 2010 - August 2010
Skills
Financial Analysis, Capital Markets, Business Valuation, Fixed Income, Corporate Finance, Economics, Financial Markets, Investments, Financial Modeling, Bloomberg
Education
Rochester Institute of Technology 2012 — 2013
Master's degree, Finance, General
Western Michigan University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Finance
Goldman Sachs December 2013 - Present
United Capital January 2012 - August 2012
Banco Central de la Rep. Dom. May 2011 - August 2011
Banco Popular Dominicano May 2010 - August 2010
Skills
Financial Analysis, Capital Markets, Business Valuation, Fixed Income, Corporate Finance, Economics, Financial Markets, Investments, Financial Modeling, Bloomberg
Education
Rochester Institute of Technology 2012 — 2013
Master's degree, Finance, General
Western Michigan University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Finance
Todd Eklund, CFA Todd Eklund, CFA's United Capital Experience 2009 - Present
Job Vice President, Portfolio Manager at United Capital
Industry Investment Management
Experience
United Capital 2009 - Present
Pacific Life 2008 - 2009
Skills
Portfolio Management, Investment Strategies, Financial Market..., Tactical Asset..., Global Investment..., Bloomberg Terminal, Due Diligence, FactSet, Alternative Investments, Morningstar Direct, Integration Planning
Education
San Diego State University-California State University 2004 — 2008
Economics, Political Science
United Capital 2009 - Present
Pacific Life 2008 - 2009
Skills
Portfolio Management, Investment Strategies, Financial Market..., Tactical Asset..., Global Investment..., Bloomberg Terminal, Due Diligence, FactSet, Alternative Investments, Morningstar Direct, Integration Planning
Education
San Diego State University-California State University 2004 — 2008
Economics, Political Science
Richard J. Nott, CFP® Richard J. Nott, CFP®'s United Capital Experience January 2008 - December 2009
Job Advisor at AdvicePeriod | Wealth Management
Industry Financial Services
Experience
AdvicePeriod June 2015 - Present
Signature Estate & Investment Advisors, LLC November 2009 - June 2015
United Capital January 2008 - December 2009
Hewlett-Packard 2006 - 2007
Skills
Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Capital Markets, VBA, Investments, Retirement Planning, Investment Advisory, Investment Management, Wealth Management..., Trading, Financial Analysis, Finance, Asset Management, Mutual Funds, Series 7, Management, Securities, Equities, Financial Services, Investment Strategies, Estate Planning
Education
University of California, Irvine 2004 — 2008
Bachelor's Degree, Economics
AdvicePeriod June 2015 - Present
Signature Estate & Investment Advisors, LLC November 2009 - June 2015
United Capital January 2008 - December 2009
Hewlett-Packard 2006 - 2007
Skills
Asset Allocation, Wealth Management, Strategic Financial..., Portfolio Management, Capital Markets, VBA, Investments, Retirement Planning, Investment Advisory, Investment Management, Wealth Management..., Trading, Financial Analysis, Finance, Asset Management, Mutual Funds, Series 7, Management, Securities, Equities, Financial Services, Investment Strategies, Estate Planning
Education
University of California, Irvine 2004 — 2008
Bachelor's Degree, Economics
Darius Sepehripour's United Capital Experience June 2006 - September 2014
Job VP of Loanverse.
Industry Financial Services
Experience
Loanverse September 2014 - Present
Yelp January 2014 - January 2015
United Capital June 2006 - September 2014
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Matlab, Social Media, Public Speaking, Photoshop, Event Planning, Data Analysis, Customer Service, Teamwork, Editing, Facebook, Spanish, Finance, Real Estate, Time Management, Investments, Selling, Market Research, Marketing, Social Networking, Social Media Marketing, Online Marketing, Investment Properties, Salesforce.com, Analysis, Outlook, Marketing Strategy, Management, Entrepreneurship, Negotiation, Strategic Planning, Advertising, WordPress, English, Business Development, Leadership, Start-ups, Public Relations, Sales Management, Strategic Partnerships, Online Advertising, Sales Operations, Fundraising, Sales, Blogging, Mortgage Lending
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Loanverse September 2014 - Present
Yelp January 2014 - January 2015
United Capital June 2006 - September 2014
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Matlab, Social Media, Public Speaking, Photoshop, Event Planning, Data Analysis, Customer Service, Teamwork, Editing, Facebook, Spanish, Finance, Real Estate, Time Management, Investments, Selling, Market Research, Marketing, Social Networking, Social Media Marketing, Online Marketing, Investment Properties, Salesforce.com, Analysis, Outlook, Marketing Strategy, Management, Entrepreneurship, Negotiation, Strategic Planning, Advertising, WordPress, English, Business Development, Leadership, Start-ups, Public Relations, Sales Management, Strategic Partnerships, Online Advertising, Sales Operations, Fundraising, Sales, Blogging, Mortgage Lending
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General
Brent Anderson Brent Anderson's United Capital Experience June 2011 - September 2011
Job Sales Development Representative at Salesforce
Industry Computer Software
Experience
Salesforce January 2015 - Present
Morgan Stanley June 2013 - January 2015
Morgan Stanley March 2012 - May 2013
United Capital June 2011 - September 2011
Education
Wheaton College 2009 — 2013
BA, Business/Economics
East China Normal University
Global Business & Mandarin
Salesforce January 2015 - Present
Morgan Stanley June 2013 - January 2015
Morgan Stanley March 2012 - May 2013
United Capital June 2011 - September 2011
Education
Wheaton College 2009 — 2013
BA, Business/Economics
East China Normal University
Global Business & Mandarin
Kiernan O'Connor Kiernan O'Connor's United Capital Experience December 2014 - Present
Job Wealth Adviser at United Capital
Industry Financial Services
Experience
United Capital December 2014 - Present
The Donor Motivation Program August 2010 - Present
Education
Columbia University in the City of New York 1988 — 1992
BA, English
United Capital December 2014 - Present
The Donor Motivation Program August 2010 - Present
Education
Columbia University in the City of New York 1988 — 1992
BA, English
Karen McIntyre Karen McIntyre's United Capital Experience March 1993 - February 2013
Job Sr. Advisor at Wescott Financial Advisory Group; Board Member at Child Home and Community
Industry Financial Services
Experience
Wescott Financial Advisory Group LLC February 2013 - Present
Child Home and Community May 2014 - Present
United Capital March 1993 - February 2013
Money Basics February 1991 - March 1993
Skills
Strategic Financial..., Wealth Management, Investment Advisory, Wealth, Small Business, tax planning for..., women and money, comprehensive financial..., income tax advice, Portfolio Management, financial planning for..., multi generational..., Financial Planners, Financial Services, Retirement Planning, Investments, Entrepreneurship, Financial Goals, Leadership, Retirement
Education
College for Financial Planning 1998 — 2000
Financial Planning Certification, Financial Planning and Services
Ithaca College 1981 — 1985
B.A., Sociology/Psychology
Wescott Financial Advisory Group LLC February 2013 - Present
Child Home and Community May 2014 - Present
United Capital March 1993 - February 2013
Money Basics February 1991 - March 1993
Skills
Strategic Financial..., Wealth Management, Investment Advisory, Wealth, Small Business, tax planning for..., women and money, comprehensive financial..., income tax advice, Portfolio Management, financial planning for..., multi generational..., Financial Planners, Financial Services, Retirement Planning, Investments, Entrepreneurship, Financial Goals, Leadership, Retirement
Education
College for Financial Planning 1998 — 2000
Financial Planning Certification, Financial Planning and Services
Ithaca College 1981 — 1985
B.A., Sociology/Psychology
Dan Bettelon Dan Bettelon's United Capital Experience 2003 - 2004
Job Partner at Bettelon & Duong, LLP
Industry Accounting
Experience
Bettelon & Duong, LLP October 2011 - Present
Hock Company (formerly Sarah Tull CPA, Inc.) January 1987 - October 2011
United Capital 2003 - 2004
Skills
S Corporations, Tax, Tax Returns, Partnership Taxation, Tax Accounting, Bookkeeping, Income Tax, Accounting, CPA, Tax Preparation, General Ledger, QuickBooks, Sales Tax, Corporate Tax, Tax Research
Education
San Jose State University 1982 — 1986
BS, Accounting
Bettelon & Duong, LLP October 2011 - Present
Hock Company (formerly Sarah Tull CPA, Inc.) January 1987 - October 2011
United Capital 2003 - 2004
Skills
S Corporations, Tax, Tax Returns, Partnership Taxation, Tax Accounting, Bookkeeping, Income Tax, Accounting, CPA, Tax Preparation, General Ledger, QuickBooks, Sales Tax, Corporate Tax, Tax Research
Education
San Jose State University 1982 — 1986
BS, Accounting
Jerry Broz's United Capital Experience April 2012 - October 2013
Job General Manager Hotel
Industry Hospitality
Experience
The Omphoy Ocean Resort & Spa February 2014 - August 2015
United Capital April 2012 - October 2013
Orient-Express Hotels 2010 - 2012
Grand Heritage Hotel Group 2008 - 2010
Cheeca Lodge and Spa January 2006 - August 2008
Auberge Resorts 2003 - 2006
Camberley Hotel Company August 1998 - August 2003
Skills
Resorts, Hotels, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Pre-opening, Restaurants, Event Planning, Operations Management, Event Management, Team Building, Food & Beverage, Menu Development, Banquets, Catering, Restaurant Management, Marketing Strategy, Strategic Planning, Luxury, Problem Solving, Renovation, Public Speaking, Fine Dining, Tourism, Rooms Division..., Wine, Management, Leisure, Food, Revenue Analysis, Cuisine, Opening Hotels, Property Management..., Rooms Division, Yield Management, Leadership, Convention Services, Guest Service Management, Front Office, Pre-opening experience, Lodging, Spa, Hotel Booking, Meeting Planning, OnQ, Culinary Skills, Banquet Operations, Opera, Guest Recovery
Education
Florida State University - College of Business
BS, Hotel/Restaurant Administration
The Omphoy Ocean Resort & Spa February 2014 - August 2015
United Capital April 2012 - October 2013
Orient-Express Hotels 2010 - 2012
Grand Heritage Hotel Group 2008 - 2010
Cheeca Lodge and Spa January 2006 - August 2008
Auberge Resorts 2003 - 2006
Camberley Hotel Company August 1998 - August 2003
Skills
Resorts, Hotels, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Pre-opening, Restaurants, Event Planning, Operations Management, Event Management, Team Building, Food & Beverage, Menu Development, Banquets, Catering, Restaurant Management, Marketing Strategy, Strategic Planning, Luxury, Problem Solving, Renovation, Public Speaking, Fine Dining, Tourism, Rooms Division..., Wine, Management, Leisure, Food, Revenue Analysis, Cuisine, Opening Hotels, Property Management..., Rooms Division, Yield Management, Leadership, Convention Services, Guest Service Management, Front Office, Pre-opening experience, Lodging, Spa, Hotel Booking, Meeting Planning, OnQ, Culinary Skills, Banquet Operations, Opera, Guest Recovery
Education
Florida State University - College of Business
BS, Hotel/Restaurant Administration
Marcus Halton Marcus Halton's United Capital Experience January 2001 - January 2010
Job Business Account Manager at AT&T Mobility
Industry Insurance
Experience
Farmers Insurance Group January 2010 - Present
AT&T Mobility January 2013 - Present
Mountain View College January 2010 - January 2012
United Capital January 2001 - January 2010
DISD State and National Assessment January 2007 - January 2009
Blockbuster Video January 1999 - January 2001
Kroger Food Store January 1996 - January 1999
Salvation Army January 1992 - January 1996
Skills
Training, Loans, Property & Casualty..., Customer Service, Insurance
Education
Northwood University
Bachelor of Business Administration
Mountain View College
Associate
DeSoto High School
Farmers Insurance Group January 2010 - Present
AT&T Mobility January 2013 - Present
Mountain View College January 2010 - January 2012
United Capital January 2001 - January 2010
DISD State and National Assessment January 2007 - January 2009
Blockbuster Video January 1999 - January 2001
Kroger Food Store January 1996 - January 1999
Salvation Army January 1992 - January 1996
Skills
Training, Loans, Property & Casualty..., Customer Service, Insurance
Education
Northwood University
Bachelor of Business Administration
Mountain View College
Associate
DeSoto High School
Marie Casement's United Capital Experience October 2008 - Present
Job Sr. Director of Operations
Industry Financial Services
Experience
United Capital October 2008 - Present
iTexas April 2008 - August 2008
Professional Alternatives. August 2006 - August 2007
Wholesale Mortgage Companies April 2004 - August 2006
Global Special Risks, Inc. April 2000 - February 2004
Skills
Recruiting, College Recruiting, Applicant Tracking..., Employee Benefits, Temporary Staffing, Staffing Services, Financial Services, Salesforce.com, Management, Social Networking, Leadership, Talent Acquisition, New Business Development, Account Management, Process Improvement, Customer Service, Sales, Project Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
MBA
Texas A&M University 1994 — 1998
BS
Radford 1990 — 1994
United Capital October 2008 - Present
iTexas April 2008 - August 2008
Professional Alternatives. August 2006 - August 2007
Wholesale Mortgage Companies April 2004 - August 2006
Global Special Risks, Inc. April 2000 - February 2004
Skills
Recruiting, College Recruiting, Applicant Tracking..., Employee Benefits, Temporary Staffing, Staffing Services, Financial Services, Salesforce.com, Management, Social Networking, Leadership, Talent Acquisition, New Business Development, Account Management, Process Improvement, Customer Service, Sales, Project Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2003
MBA
Texas A&M University 1994 — 1998
BS
Radford 1990 — 1994
Amy Weseloh Gray's United Capital Experience January 2007 - December 2008
Job Wealth Consultant at Genex Consulting
Industry Financial Services
Experience
Genex Consulting December 2014 - Present
The Spectrum Planning Group June 2010 - December 2014
Private Asset Advisors June 2008 - April 2009
United Capital January 2007 - December 2008
CapWest Securities April 2007 - June 2008
Skills
Series 7, Investments, Life Insurance, Insurance, Securities, Asset Management, Portfolio Management, Equities, Financial Analysis, Credit, Due Diligence, Fixed Annuities, Entrepreneurship, Long-term Care, Strategic Planning, Real Estate, Disability Insurance, Retirement Planning, Term Life Insurance, Asset Managment, Mutual Funds, Strategic Financial..., Small Business, Financial Advisory, Retirement, Financial Planning
Education
Illinois State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Genex Consulting December 2014 - Present
The Spectrum Planning Group June 2010 - December 2014
Private Asset Advisors June 2008 - April 2009
United Capital January 2007 - December 2008
CapWest Securities April 2007 - June 2008
Skills
Series 7, Investments, Life Insurance, Insurance, Securities, Asset Management, Portfolio Management, Equities, Financial Analysis, Credit, Due Diligence, Fixed Annuities, Entrepreneurship, Long-term Care, Strategic Planning, Real Estate, Disability Insurance, Retirement Planning, Term Life Insurance, Asset Managment, Mutual Funds, Strategic Financial..., Small Business, Financial Advisory, Retirement, Financial Planning
Education
Illinois State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Debbie Petzold's United Capital Experience May 1999 - December 2000
Job Experienced Contracts Manager
Industry Financial Services
Experience
OneSource Financial Corp January 2011 - Present
OneSource Financial Corp. February 2002 - January 2011
Broadwing Communications February 2001 - January 2002
United Capital May 1999 - December 2000
First Sierra Financial 1996 - 1999
Skills
Finance, Credit, Management, Negotiation, Contract Negotiation, Pricing, Funding, Sales, Financial Analysis, Analysis, Accounting, Software Documentation, Credit Analysis, Commercial Lending, Business Development, Customer Service, Sales Management, Financial Reporting, Financial Services, Corporate Finance, Financial Modeling, Executive Management, Start-ups, Business Strategy, Strategic Planning, Loans, Cash Management, Operations Management, Contract Management, Team Building, Budgets, Sales Operations, Business Planning, Valuation, Forecasting, Portfolio Management, P&L Management, Commissioning, Document Drafting, Salesforce.com, Managerial Finance, Financial Risk, Mergers & Acquisitions, Managing Employees, Training & Development, Contract Negotiations, Monthly Reporting, Documentation
Education
University of Miami 1991 — 1995
BBA, Finance
Ely High School 1988 — 1991
OneSource Financial Corp January 2011 - Present
OneSource Financial Corp. February 2002 - January 2011
Broadwing Communications February 2001 - January 2002
United Capital May 1999 - December 2000
First Sierra Financial 1996 - 1999
Skills
Finance, Credit, Management, Negotiation, Contract Negotiation, Pricing, Funding, Sales, Financial Analysis, Analysis, Accounting, Software Documentation, Credit Analysis, Commercial Lending, Business Development, Customer Service, Sales Management, Financial Reporting, Financial Services, Corporate Finance, Financial Modeling, Executive Management, Start-ups, Business Strategy, Strategic Planning, Loans, Cash Management, Operations Management, Contract Management, Team Building, Budgets, Sales Operations, Business Planning, Valuation, Forecasting, Portfolio Management, P&L Management, Commissioning, Document Drafting, Salesforce.com, Managerial Finance, Financial Risk, Mergers & Acquisitions, Managing Employees, Training & Development, Contract Negotiations, Monthly Reporting, Documentation
Education
University of Miami 1991 — 1995
BBA, Finance
Ely High School 1988 — 1991
Azizul Hakim's United Capital Experience March 2004 - May 2005
Job Intermediate Business Analyst and seasoned ICT Project Manager .
Industry Information Technology and Services
Experience
Noel Leeming New Zealand 2014 - 2015
Telenor ( GrameenPhone ) May 2010 - December 2013
Telenor (GrameenPhone) February 2008 - April 2010
Telenor (GrameenPhone) January 2007 - February 2008
GrameenPhone June 2005 - January 2007
United Capital March 2004 - May 2005
Skills
Strategic Planning, Project Portfolio..., Project Management, Business Case, BTL Communication, Deep understanding of..., Product lifecycle..., People Management, Focus on positive..., Management, Telecommunications, Product Lifecycle..., Product Management, Strategy, Cross-functional Team..., Integration, Business Development, Mobile Devices, Product Development, Marketing Management, VAS, Business Planning, Market Research
Education
George Brown College
Information Systems Business Analysis- Post Graduate and IIBA academic diploma, IIBA Business Analyst
University of Waikato 2014 — 2015
Post Graduate Degree, E-Commerce/Electronic Commerce
Maastricht School of Management
MBA, International Business
Independent University, Bangladesh
Bachelor of Science (BSc), Management Information Systems and Marketing
Notre Dame College
HSC, Commerce
Noel Leeming New Zealand 2014 - 2015
Telenor ( GrameenPhone ) May 2010 - December 2013
Telenor (GrameenPhone) February 2008 - April 2010
Telenor (GrameenPhone) January 2007 - February 2008
GrameenPhone June 2005 - January 2007
United Capital March 2004 - May 2005
Skills
Strategic Planning, Project Portfolio..., Project Management, Business Case, BTL Communication, Deep understanding of..., Product lifecycle..., People Management, Focus on positive..., Management, Telecommunications, Product Lifecycle..., Product Management, Strategy, Cross-functional Team..., Integration, Business Development, Mobile Devices, Product Development, Marketing Management, VAS, Business Planning, Market Research
Education
George Brown College
Information Systems Business Analysis- Post Graduate and IIBA academic diploma, IIBA Business Analyst
University of Waikato 2014 — 2015
Post Graduate Degree, E-Commerce/Electronic Commerce
Maastricht School of Management
MBA, International Business
Independent University, Bangladesh
Bachelor of Science (BSc), Management Information Systems and Marketing
Notre Dame College
HSC, Commerce
Stanley Camilien's United Capital Experience June 2009 - June 2010
Job at Sotheby's.
Industry Real Estate
Experience
Sothebys August 2010 - Present
United Capital June 2009 - June 2010
United Capital June 2009 - September 2009
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., American Studies, History
Sothebys August 2010 - Present
United Capital June 2009 - June 2010
United Capital June 2009 - September 2009
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., American Studies, History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.