Financial Focus
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Financial Focus Employees
Financial Focus* January 2014 - Present
Financial Focus* February 2012 - Present
Help Me Project. January 2013 - February 2014
Lucile Packard Children's Hospital August 2011 - February 2012
Harmonic Inc. October 2010 - March 2011
Promatch March 2010 - August 2010
Raising a Reader, at Catholic Charities 2004 - 2009
NASA Ames 2003 - 2004
Stellex Microwave March 2000 - July 2001
QUALCOMM 1998 - 1999
Skills
Business Planning, Business Analysis, Strategic Planning, Project Planning, SAP, Capital Projects, Contract Management, Mergers, Business Management
Education
Santa Clara University - Leavey School of Business 1979 — 1981
MBA, Accounting and Business/Management
United States Naval Academy 1965 — 1969
BS, Engineering & Economics
De Anza College
AA, Computer Business Systems
San Jose State University
Certificate, Management of Non-Profits
Genentech March 2015 - Present
Financial Focus January 2014 - February 2015
LPL Financial January 2013 - December 2013
LPL Financial March 2011 - January 2013
LPL Financial March 2009 - March 2011
LPL Financial March 2006 - March 2009
Retirement Educators February 2000 - February 2006
Life Medical Pharmacy September 1999 - February 2000
Skills
Visio, SharePoint, Accounting, Budgeting, Administrative Support, Outlook, PowerPoint, Excel, Microsoft Word, Microsoft Excel, Administrative..., Budgets, Process Improvement, Lotus Notes, Microsoft Office, Time Management, Team Building, Call Centers, Management, Customer Service, Project Planning, Data Entry, Team Leadership, Risk Management, Leadership, Business Analysis, Training, Project Management, Strategy, Databases, Access, FINRA, Vendor Management, Software Documentation, Program Management, Auditing, Series 7, Analysis, Insurance, Securities, Series 63, Financial Services, Spreadsheets
Education
Tiffin University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Oceanside High School 1995 — 1999
Financial Focus 2005 - Present
Skills
Public Speaking, Small Business, Strategic Financial..., Entrepreneurship, Personal Finance, Management Consulting, Start-ups, Strategic Planning, Leadership, Financial Analysis, Budgets, Team Building, Business Development, Social Media, Leadership Development, Strategy, Management, Coaching, Retirement Planning, New Business Development, Business Planning, Executive Coaching, Training, Financial Planning, Money Management
Education
Dave Ramsey (Lampo Group) 2005 — 2005
Certificate, Certified Financial Counselor
University of Cincinnati 1988 — 1993
Liberal Arts, Social Sciences
OnDeck April 2015 - Present
LoyalBlocks June 2014 - March 2015
Financial Focus 2013 - 2014
First Investors 2012 - 2013
Hollywood Sunglasses Inc 2006 - June 2012
Big House Entertainment 2008 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Entrepreneurship, Start-ups, Financial Services, Analysis, Sales, New Business Development, Business Analysis, Business Strategy, Salesforce.com, Online Marketing, Social Media Marketing, Account Management
Education
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
D.H. Scott & Company - Certified Public Accountants August 2012 - Present
Boston Properties March 2011 - March 2012
Pavo Real LTD July 2010 - February 2011
SleepMed March 2010 - July 2010
Financial Focus February 2010 - April 2010
ThinkEquity LLC January 2009 - May 2009
Project C.H.I.L.L.D. September 2008 - January 2009
Seacoast Bookkeeping & Accounting April 2005 - January 2008
Laserstar September 2006 - November 2006
Skills
Accounting, Internal Audit, Financial Audits, External Audit, Compilation Of..., Financial Statement..., Tax Accounting, Accounts Receivable, Account Reconciliation, Internal Controls, Financial Statements, Auditing, Payroll
Education
Gordon College 2006 — 2010
Bachelor of Arts, Accounting, Business Administration
Chrysler Group LLC January 2014 - Present
Chrysler Group LLC - Warren Truck Assembly Plant January 2012 - December 2013
Chrysler Group LLC - Warren Truck Assembly Plant June 2011 - January 2012
Financial Focus January 2010 - June 2011
Westland Party Store February 1995 - March 2008
Skills
Budgets, Customer Service, Financial Analysis, Finance, Management, Marketing Strategy, Operations Management, Inventory Management, Forecasting, PowerPoint, Sarbanes-Oxley Act, Strategic Financial..., Project Planning, Process Improvement, Manufacturing
Education
Wayne State University 2009 — 2011
Bachelor's, Finance
Oakland Community College 2004 — 2008
Associates, Liberal Arts and General Studies
University of Michigan-Dearborn
Interactive Data January 2014 - Present
Financial Focus January 2013 - August 2013
Skills
Interpersonal Leadership, Team Performance..., Management, Microsoft Excel, Interpersonal..., PowerPoint, Data Entry, Microsoft Word, Accounting, Nonprofits, Microsoft Office, Analytical Skills, Highly detail oriented, Spanish, Tutoring, Public Speaking, Leadership, Finance, Customer Service, Teamwork
Education
Gordon College 2011 — 2013
Bachelor of Arts in Accounting and Business Administration
Gordon College 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Business/Management
NEW Cornerstone Mortgage 2011 - Present
Patriot Mortgage Services 2010 - 2011
432nd Civil Affairs Battalion May 2001 - April 2010
Financial Focus 2008 - 2010
Skills
VA loans, Mortgage Lending, Government Loans, Construction Loans, Reverse Mortgages, FHA financing, Refinance, Purchase, Land Loans, FHA, Conventional, Loans, Rates, USDA, Conforming, Mortgage Planning, Certified Mortgage..., Mortgage Marketing, Investment Properties, Real Estate, Finance, Mortgage Banking, Loan Origination, Residential Mortgages, USDA Rural Housing, Real Estate Transactions, Home Equity Loans, First Time Home Buyers, Credit, Mortgage Underwriting, Commercial Mortgages, Loss Mitigation, Real Estate Financing, Mortgage Servicing, 203K, Home Equity Lines of..., Loan Servicing, Loan Modifications, HomePath, HUD, Lines Of Credit, Commercial Lending, Credit Analysis, Consumer Lending, Funding, Referrals, Financial Structuring, Real Estate Economics, Small Business Lending, Debt Consolidation
Education
TUI University 2008 — 2010
Master's Degree, Emergency and Disaster Management, 4.0
Blue Sky School of Professional Massage and Therapeutic Bodywork 2007 — 2008
Massage Therapy, 4.0
UWEC 2000 — 2008
BSW, Social Work, Cum Laude Honors
Cohen Hillel Academy September 2014 - Present
DENTSPLY International April 2014 - September 2014
American Red Cross July 2010 - April 2014
New England League of Middle Schools November 2007 - July 2010
Financial Focus January 2006 - July 2010
Usborne Books at Home August 2004 - December 2005
WINTHROP ELEMENTARY SCHOOL 2002 - August 2004
DCI 2000 - August 2001
Aloft Group 1998 - October 2000
Skills
Fundraising, Event Planning, Event Management, Volunteer Management, Budgets, Fundraisers, Email Marketing, Leadership, Social Media Marketing, Customer Service, Strategic Planning, Outlook, Microsoft Excel, Salesforce.com, Constant Contact, Marketing, Budgeting, Microsoft Office, Microsoft Word, QuickBooks, Quicken, Facebook Marketing, Project Management, Problem Solving, Donor Research, Donor Development, Volunteer Recruiting, Volunteer Training, Microsoft Exchange, Lyris, Convio, Twitter, Email Marketing Software, Purchase Requisitions, WealthEngine, Raiser's Edge, Microsoft Publisher, Contract Negotiation, Events Coordination, Events, Augur sales training, Adobe Creative Suite, Adobe InDesign CS6, Regional marketing, Program Management, Social Media, Nonprofits
Education
Northeastern University
Bachelor of Science Degree, Organizational Communication Studies; Minor in Psychology
Northeastern University
Bachelor of Science (B.S.), Business/Corporate Communications
Bain Capital July 2013 - Present
State Street February 2013 - July 2013
State Street November 2011 - February 2013
Financial Focus June 2011 - September 2011
State Street February 2011 - May 2011
University Academic Technology Center February 2009 - May 2010
Skills
Investments, Financial Analysis, Banking, Treasury Management, Data Analysis, Financial Services, Microsoft Excel, Capital Markets
Education
Bentley University 2007 — 2011
Bachelor of Science, Economics-Finance
Bond University 2009 — 2009
Financial Focus
Skills
Budgets, Accounts Payable, Banking, Account Reconciliation, Outlook, Accounting, Financial Reporting, Accounts Receivable, Finance, Office Management, PowerPoint, Financial Accounting, General Ledger, Administrative..., Access, Analysis, Auditing, Credit, Cash Flow, Microsoft Excel, Microsoft Office, Payroll, Microsoft Word, Marketing Strategy, Customer Service, Financial Analysis, Time Management, Process Improvement, Administration, Invoicing, Data Entry, Business Analysis, Team Leadership, Insurance, Management, QuickBooks
Education
Indiana University-Purdue University at Fort Wayne
Bachelor of Science, Business-Finance