Capital Management Services competitors

John Lawrence is a Chief Executive Officer at Capital Financial Group and is based in Springfield, Tennessee. He has worked as Account Executive at Bibby Transportation Finance, BDO at Bibby Transportation Finance, and VP Business Development at Diversified Transportation Finance. John studied at Martin Luther King High School between 1991 and 1997 and UNIVERSITY OF SUNDERLAND between 2008 and 2009.

Stan Gregor is CEO of Summit Financial. As a senior executive with over 30 years of experience, Stan has operated in banking, private wealth management, investment management, fiduciary trust services, fixed income trading, investment banking, retirement services, insurance, financial planning and public finance. Stan has been involved in acquiring and integrating some of the largest and most complicated banking, wealth management, insurance, and capital markets businesses and cultures with a demonstrated track record of increasing productivity, profitability and shareholder value. Most recently, Stan was the founder and co-CEO of Cantor Fitzgerald Wealth Partners. Prior to joining Cantor Fitzgerald, Stan was the Head of Wells Fargo Wealth Management -Eastern US Markets and President of Wachovia Wealth Markets. Prior to Wachovia, Stan was CEO of Commerce Capital Markets, where he directed private wealth management, brokerage, asset management, fixed income trading, derivatives, investment banking, retirement services, insurance, and public finance. Subsequently, Stan was CEO of Quick and Reilly(Q&R) as one of the visionaries that transformed Q&R from a transactional discount broker to a full service advisory company. When Q&R was acquired by Bank of America, Stan stayed on as co-CEO of Bank of America Investment Services until 2005. Over the nearly decade at Citigroup, Stan had several senior executive level roles leading different divisions including consumer banking, private wealth management, and Citigroup as Northeast Group Executive Vice President.

Michael Maresca, MBA, CLU®, ChFC® is a Chief Executive Officer at National Financial and is based in New York City, New York. He has worked as Field Director, New Agency Integration at Guardian Life; Senior Business Consultant at MetLife; and Financial Advisor at Laidlaw & Company (uk) Ltd.. Michael studied at St. Joseph by-the-Sea High School between 1996 and 2000, NEW YORK UNIVERSITY between 2008 and 2011, and Rensselaer Polytechnic Institute between 2000 and 2004.