CAP STRAT
Christina Quiroz has a diverse work experience spanning over 15 years. Christina started their career as an Administrative Assistant at Royal Buying Group, Inc. from January 2003 to September 2005, where they assisted the Director of Business Development with client meetings and prepared presentations.
From June 2006 to September 2008, Christina worked as a Cashiering Specialist at XPRESSTRADE, where they generated daily trading reports, handled customer inquiries, and utilized various software programs.
Christina then joined Life Time - The Healthy Way of Life Company in September 2008 as an Assistant Spa Department Head. In this role, they managed customer service, retail sales, and scheduled appointments. Christina'sresponsibilities also included cash handling and opening/closing procedures for the LifeSpa.
Since November 2013, Christina has been associated with Capital Strategies Investment Group. Christina initially served as a Data Operations Specialist and later got promoted to Senior Data Operations Specialist in September 2018. In their current role, they play a key role in supporting the firm's data operations processes, performs daily file processing, security price updates, and client reporting. Christina also helps optimize the day-to-day data interactions of other teams.
Overall, Christina Quiroz has demonstrated expertise in administrative support, customer service, financial operations, and data management throughout their career.
Christina Quiroz obtained their Associate's Degree in Business Administration and Management, General from Robert Morris University - Illinois. Christina later pursued a Bachelor of Business Administration (BBA) in the same field from the same institution, completing their studies in 2005. In 2001, they also obtained a Cosmetology License, but the institution from which they obtained this certification is unknown.
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CAP STRAT
CAP STRAT is an employee-owned, SEC Registered Investment Advisor specializing in independent institutional investment and retirement advisory services, private wealth and asset management solutions. We are a fully independent firm. Neither our firm nor any of our associates have any affiliation to any broker/dealer, investment manager, bank, recordkeeper, insurance company etc. The value of absolute independence is evident in the conflict free research, advice and investment recommendations that we provide our clients. In addition, as a Registered Investment Advisor only, we are prohibited from receiving any compensation from investment managers. All of our revenue is generated from the flat, annual retainers we charge and that are paid to us by our clients. Our institutional pools of assets include defined benefit plans, defined contribution (401(k), 403(b)), 457 and non-qualified plans) operating accounts, endowments and foundations. A highly specialized and growing firm, we have built a powerful, independent research team so clients can rely on our independent perspective and assurance that recommendations are made solely in their best interest. Capital Strategies serves as a 3(21) or 3(38) fiduciary advisor for all the clients we serve. Our mission is to help our clients fulfill their fiduciary duties and successfully manage their investment programs. Our firm is comprised of highly skilled, multi-disciplinary professionals with significant experience in investment strategy, research, retirement strategy, plan design, compliance, employee engagement, communication and education and provider management. Capital Strategies was founded in 2003 by Will Woodall, Nancy Rizzuto, and Barbara Best.