John Amendola Email & Phone Number

8816 Six Forks Rd., Suite 301,Raleigh, Nc 27615

Capitol Financial Solutions is a full-service financial planning firm that has a main focus on working with business owners, entrepreneurs, and professionals. The firm offers a unique client-first experience and resources to help you achieve the goal of financial independence for you and future generations.

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

Brought in as a consultant and subsequently hired as Senior Vice President/Portfolio Manager by this professional money management firm managing $2.7 Billion in equity and fixed income assets. ♦ Developed and presented 9 equity proposals during initial 90 days in assignment. ♦ Contributed to annualized returns beating benchmarks by greater than 200 basis points.♦ Participated in the repositioning of over 40 equity positions. ♦ Implemented proprietary valuation models.

Raleigh/Durham Area, Nc

Directed the day-to-day business functions and managed a $20M portfolio for this Investment and wealth management firm serving high net-worth clients, family offices, and retirement plans with hedged equities, cash, bonds, structured notes, and derivatives.♦ Raised $20M in assets by launching a marketing and business development strategy focused on high net-worth individuals, franchisees, family offices, and institutional investors.♦ Realized a 20%+ average annualized total return per investment by providing innovative solutions to client’s investment, tax planning, retirement, and estate planning needs.♦ Delivered presentations at investor conferences, appeared on alternative investing media channels, and authored wealth management articles to position company for growth exceeding sales and revenue goals by 33%.♦ Developed a "short cut" valuation model which allowed equity analysts to invest 20% more of the fund's assets resulting in an additional profitability of $60,000 per analyst.

Raleigh-Durham, North Carolina Area

Co-managed the portfolio and raised assets for this $400M investment and wealth advisory firm. Oversaw day-to-day operations of the investment process directing 5 equity analysts through due diligence, portfolio management, and professional development.♦ Produced a 268% cumulative return co-managing the firm’s $400M portfolio outperforming the S&P 500 by nearly 215% over 11 years.♦ Developed detailed assessments for 100+ clients addressing financial needs, investment ideas, retirement concerns, and applicable tax and estate planning issues.♦ Completed 15 due diligence projects on prospective clients involving compliance, regulatory matters, and ERISA regulations.♦ Delivered presentations to the 100 member partner base, individual investors, and family office investors, capturing $300M in assets.

Raleigh-Durham, North Carolina Area

Hired as a Regional Controller by the leading global chain of fast food restaurants and subsequently promoted to Real Estate Manager. Led an 11-member team managing a $250 million real estate portfolio including site selection, concept design, unit development, maintenance, remodels, relocations, and lease management agreements.

Winston-Salem, Nc