Club Capital provides one stop solution for financial and CFO Services for Insurance Agency Owners.

Accounting

Cloud

Finance

Professional Services

Club Capital

Club Capital's headquarters in Bethesda, MD, United States

Micah Cannon

Christopher J. Ferretti

Lisa Wolf

George Wright

Devin Day

This department manages financial records, ensures compliance with tax regulations, and provides accurate reporting for the organization.

Accounting Services

This department focuses on providing expert guidance and support to clients to enhance their experience and satisfaction.

Client Advisory Services

The Sales and Account Management team at Club Capital is responsible for driving revenue growth and maintaining strong relationships with insurance agency owners. This team identifies new business opportunities, ensures client satisfaction, and provides insights into financial services, facilitating seamless communication between clients and the company for optimal service delivery.

Sales and Account Management

This department focuses on enhancing customer experiences while managing operational processes effectively.

Operations and Experience

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department focuses on budgeting, forecasting, and financial data analysis to support strategic decision-making.

Club Capital

Org chart

Teams

Accounting Services

Client Advisory Services

Sales and Account Management

Operations and Experience

Executive Leadership

Financial Analysis

Offices

Club Capital

Org chart

Teams

Accounting Services

Client Advisory Services

Sales and Account Management

Operations and Experience

Executive Leadership

Financial Analysis

Offices

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