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Business Contacts & Backgrounds


Company Profile

Industry:Business Services


Who has worked at Capital Strategies Group

Position at Capital Strategies Group Previous job position
Barbara Best
Founding PartnerSince Jun 2003
Merrill Lynch, The Retirement GroupVP 1991 - 2003
Bill Nesbitt
Technology Operations ManagerSince 2013
Hubbard SystemsDirector of Information Technology Aug 2004 - May 2013
David Byers
Managing Partner
Dorcas Walke
President
Edmund Payne Perry
 
George Gould
PrincipalSince Jan 1996
Grahame Meacham Read
 
Kathy Carlisle
Director
Nancy Rizzuto
Senior Vice PresidentSince Dec 2003
Merrill LynchVice President Oct 1998 - Dec 2003
Nate Longabach
Owner
Sharon Walker
New Business SpecialistSince Jan 2011
Wanda Mann
Administrative AssistantSince 2008

Former Employees

Position at Capital Strategies Group Next job position
Aaron Matheny
OwnerSince Nov 2003
CSG Insurance Services, LLCOwner Since Feb 2010
Adam Arnold
OwnerSince Mar 2001
SBA Success, Inc.President Since Dec 2010
Brian Smith
Compliance AnalystNov 2007 - Nov 2008
Candice Bush
Marketing CoordinatorMay 2006 - Apr 2008
Hoar Construction, LLCProposal Manager Since Oct 2008
Christin Davis
Benefits AnalystJan 2004 - Dec 2011
Protective LifeDirector, Health and Welfare Benefits Since Jan 2012
Christine Arnold
President, Chief Operating Officer, PrincipalSince 1985
SBA Success, Inc.Vice President, Principal Since Jan 2011
David Simon
Managing PartnerSince May 1993
Derrick Gin
Managing PartnerApr 2004 - Feb 2009
Signature ResourcesFinancial Advisor Since Feb 2009
Francis Ramos
Administrative AssistantJul 2006 - Dec 2006
MRYMedia Assistant, Community Management Since Feb 2013
Jerry Miller
PartnerJan 2002 - Jan 2005
Kid Lim
Freelance graphic DesignerOct 2006 - Nov 2006
Iron Claw3-D Artist Since Aug 2010
Landon Burton
Operations ManagerApr 2007 - May 2013
Alliance Metal Products, Inc.Controller Since May 2013
Melissa Tracy
Estate ConsultantMay 2005 - Jun 2006
Glassdoor.comPR Specialist Since Apr 2012
Nathan Longabach
Investment AdvisorMay 2005 - Aug 2008
Stanley Black & Decker , Inc.Market Manager Since Jun 2012
Peter Susko
ConsultantSince 2001
Chief Executive OfficerJul 2001 - Sep 2008
Swift Real Estate PartnersPortfolio Manager Since Dec 2012
Quyen Gin
Director of OperationsApr 2004 - Feb 2009
Passy-MuirHuman Resources Manager Since Sep 2010
Rebecca Brito
Financial Advisor AssistantJul 2004 - Jan 2005
Scarlett Pearson
Benefits CoordinatorJul 2013 - Dec 2013
Capstone Logistics, LLCHr Coordinator Since Feb 2014
Shannon R. Borges
PresidentJan 2000 - Jan 2003
Health Net of CaliforniaRegional Vice President of Sales Since Jan 2006
Thomas Casey
Proprietary TraderJun 2005 - Aug 2005

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