Executive Management


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 began his career in the insurance business in 1985 when he went to work for Connecticut Mutual Life, known today as MassMutual Life. Since his first year in the business, he has consistently been ranked as one of the top life insurance producers in the company. 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. In 1996, while being one of the leading agents in the industry, he came out with his most exciting endeavor, the creation of the financed insurance concept, the Capital Maximization Strategy(CMS). The idea for CMS came to him when a client hesitated over writing an $800,000 premium check for a large policy. "The client told me that to cover the check, he would have to earn $1.6 million before taxes. Why couldn't he finance the premium the same as his real estate deals?" explained Julian. Based on that simple question, Julian implemented a way for wealthy clients to borrow annual premium payments on large life insurance policies. The concept hit the mark. Since the program went national in 1996, over $2.3 billion in premiums have been financed through the Capital Maximization Strategy and over $24 billion of permanent life insurance has been placed. Today, CMS is endorsed by 10 major life insurance carriers, and continues to be nationally respected and recognized as the largest, longest running premium finance program in the insurance industry.
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. He will also develop new alliances through proven consultative processes, product development and expand strategic capital market relationships nationwide. The overall emphasis is to increase the consultative customer service levels through an enhancement of SCA’s operational, product and educational platforms. Prior to his appointment as COO with Succession Capital Alliance, Dean co-founded Premium Funding Group, LLC (PFG) to provide niche market premium financing opportunities to financial advisors and high net worth individuals. Prior to creating PFG, Dean was with American International Group, Inc. (AIG) for seventeen years in various senior management positions. Most recently, Dean was an Executive Vice President for A.I. Credit Corp., an AIG subsidiary. Dean’s focus was to develop independent business units responsible for originating insurance premium and other insurance related commercial loans. Dean was responsible for the development, maintenance, and management of its industry-leading A.I. Credit’s life insurance premium financing program. Before joining AIG, he worked at Martin Marietta as a business manager for a business consulting division. Dean began his career at Manufacturers Hanover Bank as an accountant supporting the Commercial Leasing division. Dean graduated from Dowling College with a BBA in Accounting and holds a Diploma in Financial Management from New York University.
Brian Whitmore Vice President of Operations Brian’s experience in the life insurance industry spans over two decades, and has touched many facets of the agency system. Brain joined Capital Management Strategies in 2002 and expanded his role in 2006 with Succession Capital Alliance (SCA) as Vice President of Operations. A graduate of University California Irvine with a BA degree in Economics and Psychology, Brian brings his experience and knowledge in business management and oversees the daily operations of the company. Additionally, drawing from his knowledge and experience in traditional premium financing, Brain also manages relationships within a select group of advisors to promote the implementation of the CMS program. 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.
Tim Whitmore, CLU, ChFC, BCE, CFS Vice President of National Sales A graduate with honors from the University of LaVerne with a Bachelor of Science in Organizational Management, Tim entered the life insurance industry in 1995. In 2001 obtained his CLU, ChFC from the American Collage as well as obtaining his CFS, and BCE in that same year from the Institute of Business and Finance. With over 12 years of experience in estate planning and premium financing, Tim helped design life insurance products for two carriers, and headed up the Premium Financing Department for Pacific Life, located in Newport Beach, California. As a experienced presenter, Tim travels to major cities throughout the country hosting premium financing seminars to life insurance agents telling the CMS and SCA stories. As a resource to Pacific Life producers Tim was instrumental in positioning the effective use of life insurance for estate and business planning concerns utilizing the CMS premium financing strategy. Tim’s concise ability to communicate on a multitude of topics to both advisors and their clients demonstrates a sound understanding and disclosure of advanced techniques.
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. Andre’s successful communication with CPAs and Attorneys on the inner workings of the CMS program, and it’s effective coordination with estate planning techniques, represents a proven value to SCA in implementing a leveraged strategy for advisors to consider. Andre has authored several articles on the subject of traditional premium financing that have provided greater insights to advisors regarding the many uses of leverage when purchasing large life insurance policies for business and estate planning needs.
Richard F. Falzalore, MS, CFP® Director of Estate Planning Richard Falzalore’s tenure with Capital Management Strategies, Inc., spans over 10 years providing estate planning services to business owners and high net worth families. Mr. Falzalore is a Certified Financial Planner and holds a Master of Science Degree in Financial Planning from the College of Financial Planning in Denver, Colorado. He obtained a Masters of Education from the University of Tennessee and a BA in Education from Morehead State University in Kentucky. A member of the Institute of Certified Financial Planners, Mr. Falzalore has been a financial planner for 19 years. Richard joined Succession Capital Alliance in 2005 and brings to the firm his vast experience in tax planning and estate plan design. Richard is a valuable resource to SCA and provides a fresh and creative view in regard to estate planning and the efficient transfer of assets off the clients balance sheet.

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 began his career in the insurance business in 1985 when he went to work for Connecticut Mutual Life, known today as MassMutual Life. Since his first year in the business, he has consistently been ranked as one of the top life insurance producers in the company.

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.

In 1996, while being one of the leading agents in the industry, he came out with his most exciting endeavor, the creation of the financed insurance concept, the Capital Maximization Strategy(CMS). The idea for CMS came to him when a client hesitated over writing an $800,000 premium check for a large policy. "The client told me that to cover the check, he would have to earn $1.6 million before taxes. Why couldn't he finance the premium the same as his real estate deals?" explained Julian.

Based on that simple question, Julian implemented a way for wealthy clients to borrow annual premium payments on large life insurance policies. The concept hit the mark. Since the program went national in 1996, over $2.3 billion in premiums have been financed through the Capital Maximization Strategy and over $24 billion of permanent life insurance has been placed. Today, CMS is endorsed by 10 major life insurance carriers, and continues to be nationally respected and recognized as the largest, longest running premium finance program in the insurance industry.

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. He will also develop new alliances through proven consultative processes, product development and expand strategic capital market relationships nationwide. The overall emphasis is to increase the consultative customer service levels through an enhancement of SCA’s operational, product and educational platforms.

Prior to his appointment as COO with Succession Capital Alliance, Dean co-founded Premium Funding Group, LLC (PFG) to provide niche market premium financing opportunities to financial advisors and high net worth individuals. Prior to creating PFG, Dean was with American International Group, Inc. (AIG) for seventeen years in various senior management positions. Most recently, Dean was an Executive Vice President for A.I. Credit Corp., an AIG subsidiary. Dean’s focus was to develop independent business units responsible for originating insurance premium and other insurance related commercial loans.

Dean was responsible for the development, maintenance, and management of its industry-leading A.I. Credit’s life insurance premium financing program. Before joining AIG, he worked at Martin Marietta as a business manager for a business consulting division. Dean began his career at Manufacturers Hanover Bank as an accountant supporting the Commercial Leasing division. Dean graduated from Dowling College with a BBA in Accounting and holds a Diploma in Financial Management from New York University.

Brian Whitmore

Vice President of Operations

Brian’s experience in the life insurance industry spans over two decades, and has touched many facets of the agency system. Brain joined Capital Management Strategies in 2002 and expanded his role in 2006 with Succession Capital Alliance (SCA) as Vice President of Operations. A graduate of University California Irvine with a BA degree in Economics and Psychology, Brian brings his experience and knowledge in business management and oversees the daily operations of the company. Additionally, drawing from his knowledge and experience in traditional premium financing, Brain also manages relationships within a select group of advisors to promote the implementation of the CMS program. 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.

Tim Whitmore, CLU, ChFC, BCE, CFS

Vice President of National Sales

A graduate with honors from the University of LaVerne with a Bachelor of Science in Organizational Management, Tim entered the life insurance industry in 1995. In 2001 obtained his CLU, ChFC from the American Collage as well as obtaining his CFS, and BCE in that same year from the Institute of Business and Finance. With over 12 years of experience in estate planning and premium financing, Tim helped design life insurance products for two carriers, and headed up the Premium Financing Department for Pacific Life, located in Newport Beach, California.

As a experienced presenter, Tim travels to major cities throughout the country hosting premium financing seminars to life insurance agents telling the CMS and SCA stories. As a resource to Pacific Life producers Tim was instrumental in positioning the effective use of life insurance for estate and business planning concerns utilizing the CMS premium financing strategy. Tim’s concise ability to communicate on a multitude of topics to both advisors and their clients demonstrates a sound understanding and disclosure of advanced techniques.

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. Andre’s successful communication with CPAs and Attorneys on the inner workings of the CMS program, and it’s effective coordination with estate planning techniques, represents a proven value to SCA in implementing a leveraged strategy for advisors to consider. Andre has authored several articles on the subject of traditional premium financing that have provided greater insights to advisors regarding the many uses of leverage when purchasing large life insurance policies for business and estate planning needs.

Richard F. Falzalore, MS, CFP®

Director of Estate Planning

Richard Falzalore’s tenure with Capital Management Strategies, Inc., spans over 10 years providing estate planning services to business owners and high net worth families. Mr. Falzalore is a Certified Financial Planner and holds a Master of Science Degree in Financial Planning from the College of Financial Planning in Denver, Colorado. He obtained a Masters of Education from the University of Tennessee and a BA in Education from Morehead State University in Kentucky. A member of the Institute of Certified Financial Planners, Mr. Falzalore has been a financial planner for 19 years.

Richard joined Succession Capital Alliance in 2005 and brings to the firm his vast experience in tax planning and estate plan design. Richard is a valuable resource to SCA and provides a fresh and creative view in regard to estate planning and the efficient transfer of assets off the clients balance sheet.