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Julian Movsesian, MBA
President/CEO
Julian Movsesian is the President and founder of Capital Management Strategies, Inc. and the President and CEO of Succession Capital Alliance. Julian's skills as an innovator in the insurance industry are recognized nationally. He is invited frequently to be a guest speaker at national conferences for leading insurance companies. He has received numerous awards and honors and has qualified for the Top of the Table of the Million Dollar Round Table consistently as well as being granted Lifetime Qualifier status. Click here to download his bio
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Dean J. De Marco
Chief Operating Officer
Dean J. De Marco is the Chief Operating Officer of Succession Capital Alliance and will manage a full service New York City office to address the increased demand for its products and services. Dean will develop an expansion plan targeted at improving SCA’s existing strategic alliances.Click here to download his bio
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Brian Whitmore
Vice President and Business Development
Brian’s experience in the life insurance industry spans over two decades, and has touched many facets of the agency system. Brian’s operational and business development skills are an asset to SCA and ensure a smooth running company while enhancing relationships with other professionals in the life insurance industry. Click here to download his bio
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Julie Johnston Mirza, MBA, CLU, FLMI
Director of Private Client Group
Julie joined Succession Capital Alliance in 2008. Drawing from over a decade of experience, she is responsible for managing and developing new business relationships within the financial services industry.Click her to download her bio
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Andre Blaze
Director of Marketing and Training
Andre joined the Capital Management Strategies’ team in 2002 and later in 2006 became the Director of Marketing and Training for Succession Capital Alliance, SCA. Andre brings his experience in premium financing as well as his 27 years in the financial industry to enhance the national promotion of traditional premium financing using the CMS Program. Click here to download his bio
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Michael Rothman, CFP®
Director of Institutional Alliances
Michael J. Rothman is Director of Institutional Alliances with SCA, and is responsible for developing and managing relationships with key Financial Institutional alliances.Click here to download his bio
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Yosi Amster
Director of Business Development - East Coast
Yosi Amster joined the Succession Capital Alliance team in 2010 as Director of Business Development - East Coast. Yosi will manage and service Alliance relationships, Advisors, and Insurance Professionals located in the eastern United States.Click here to download his bio
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