Shaun Kapusinski
Advisory Board Member
Since 2013, Shaun Kapusinski has been working in Schwab Advisor Services Technology, Operations and Service Board. This expert is a competent Advisory Board Member with over one years of work experience. According to Shaun's resume and work profile, the professional has worked at more than five places with numerous backgrounds and gained different skills. Shaun studied at the University of Akron from 2008 to 2010. Shaun has professional certification in Finra Series 7 - Registered Representative and Human Capital Strategist (Hcs). Shaun Kapusinski can be found in Wadsworth, Ohio – where this person is currently located. You can search for Shaun Kapusinski's email address and phone number. We can also provide you exhaustive contact information upon request.
Name variants:
Sean Kapusinski
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 4, 2022
Email
sk**@sequoia-financial.com, ka**@gmail.com
Location
Wadsworth, OH
Company
Workplace
Colleagues
Work History
Advisory Board Member
from Jan 2013
Founder
HIFON is a group of over 40 RIA/financial planning firms from around the country that talks regularly to share best practices on running an efficient and effective advisory practice
from Dec 2010
Managing Director, Operations
Akron, OH
Manage firm operations and our service team. Responsibilities include internal reporting, employee development, and CRM management.
from Feb 2003
Financial Associate
Sold insurance for Mass Mutual's #1 office, located in New York City.
Dec 2001 — Sep 2002
Education
2008 — 2010
1997 — 2001
1994 — 1998
Occupations
Executive
Founder
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Founding Member
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Skills
Process Improvement
Crm
Management
Customer Service
Salesforce.com
Microsoft Dynamics Crm
Salesforce.com Implementation
FAQs about Shaun Kapusinski
What is the main profession of Shaun Kapusinski?
This professional's job is Advisory Board Member
What are the profession of The professional?
These person's professions are Executive and Founder
Where does Shaun Kapusinski currently live?
Shaun Kapusinski lives in Wadsworth, Ohio.
Does Shaun have the email address?
sk**@sequoia-financial.com and ka**@gmail.com is Shaun Kapusinski's email address.
Where did Shaun Kapusinski work?
Shaun worked at Schwab Advisor Services Technology, Operations and Service Board, HIFON (High Impact Financial Operations Network).
What education does Shaun Kapusinski have?
Shaun studied at the University of Akron from 2008 to 2010.
Are there any certifications, that Shaun Kapusinski has?
This professional received the following certifications: Finra Series 7 - Registered Representative, Human Capital Strategist (Hcs), Finra, and Human Capital Institute.
Are there any industries Shaun Kapusinski works in?
This professional works in Financial Services industry.