Promontory Financial Group, LLC
Industry: Financial services company
DescriptionPromontory Financial Group, a wholly owned subsidiary of IBM, is a global consulting firm that advises clients on a variety of financial services matters, including regulatory issues, compliance, risk management, liquidity, restructuring, acquisitions, due diligence, internal investigations and cyber security. Headquarters: Washington, D.C., United States Founded: 2001 Number of locations: 15 Key person: Eugene Ludwig Number of employees: circa 400 Parent organization: IBM Subsidiaries: Promontory Financial Group Global Services-Japan LLC,
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Promontory Financial Group, LLC Employees
LendUp August 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates April 2014 - July 2015
Various Firms and Agencies March 2013 - April 2014
Promontory Financial Group, LLC November 2011 - January 2013
Hon. Margaret Cangilos-Ruiz of the U.S. Bankruptcy Court for the Northern District of New York November 2007 - December 2008
Hon. Melanie Cyganowski of the U.S. Bankruptcy Court for the Eastern District of New York June 2005 - August 2005
Education
University of California, Los Angeles - School of Law 2010 — 2011
Master of Laws (LLM), Taxation and Finance
St. John's University School of Law 2003 — 2006
Doctor of Law (JD)
University of Colorado Boulder 1999 — 2002
Bachelor of Fine Arts (BFA)
Yelp May 2015 - Present
Puppet Labs, Inc. July 2014 - May 2015
Puppet Labs, Inc. June 2012 - June 2014
Promontory Financial Group, LLC October 2011 - April 2012
Beyond June 2011 - September 2011
Beyond May 2010 - June 2011
Shell Oil Company 2009 - May 2010
Skills
Social Media Measurement, Recruiting, Brand Management, Web Analytics, Microsoft Excel, Analytics, Competitive Intelligence, Start-ups, Process Improvement, Social Media, Marketing, Blogging, Integrated Marketing, Cupcakes, Leadership
Education
Reed College
B.A., Economics
Kondaur Capital Corporation March 2014 - Present
Carrington Mortgage Services November 2013 - February 2014
Promontory Financial Group, LLC November 2011 - January 2013
Lender Processing Services, Inc. (LPS) LSI National Vendor Management 2013 - 2013
American Home Mortgage Servicing September 2007 - November 2011
American Home Mortgage Servicing Inc. September 2007 - October 2011
Option One Mortgage 2007 - 2011
Skills
Mediation, Mortgage Servicing, Litigation, Loss Mitigation, Default, Loans, Loan Servicing, Credit, Foreclosures, Loan Origination, Underwriting, LPS, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Short Sales, Trials, Loan Modifications, Refinance, Residential Mortgages, FHA, Financial Risk, Credit Analysis, Bankruptcy, HAMP, Credit Risk, Mortgage Modification, REO, LPS Desktop, VA loans, FHA financing, USDA, FHA Financing, VA Loans
Education
Mater Dei High School 1993 — 1997
Graduate with Honors
University of San Diego 1997 — 1998
Santa Ana College 1996 — 2001
CVS Caremark Corporation April 2013 - Present
LeClairRyan February 2013 - April 2013
Self-Employed May 2011 - April 2013
Promontory Financial Group, LLC December 2012 - January 2013
Dennis D. Bossian, Esq. LLC August 1999 - July 2011
Anderson, Zangari & Bossian January 1988 - August 1999
Allstate Insurance Company 1979 - 1988
Liberty Mutual Insurance Company 1978 - 1979
Skills
Claim, Legal Liability, Professional Liability, Litigation Management, Workers Compensation, Property & Casualty..., Claims Management, Insurance, Casualty, Product Liability, Accident, Liability Analysis, Public Liability, Subrogation, Litigation, Commercial Insurance, Claims Handling, D&O, Employment Practices..., Torts, Personal Injury, Commercial Litigation, Dispute Resolution, Trials, Civil Litigation, Litigation Support, Licensing, Mediation, Arbitration
Education
Suffolk University Law School 1983 — 1987
J.D., Law
Westen New England College 1978 — 1981
B.A. Political Science
Promontory Financial Group, LLC April 2013 - Present
Skills
Risk Management, Financial Services, Strategy, Program Management, Accounting, Leadership, Management, Asset Management, Enterprise Software, Tax, Consulting, Financial Institutions, Enterprise Risk..., Due Diligence, Financial Regulation, Internal Controls, Auditing, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis
Education
University of Alabama
Bachelor of Science (BS), Accounting
Colorado Courts 2013 - Present
Denver Probate Court 2013 - July 2013
Promontory Financial Group, LLC September 2012 - January 2013
Denver District Attorney's Office August 2011 - May 2012
Skills
Criminal Law, Probate Law, Prosecution, Analysis, Legal Research, Legal Writing, Legal Analysis, Critical Thinking, DUI Defense, Always Willing to Learn, Wills, Foreclosures, Guardianship, Conservatorships, Mental Health Law, Teamwork, Hard Working, Friendly Personality, Common Sense, Sense of Humor
Education
University of Denver - Sturm College of Law 2009 — 2012
Juris Doctor
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.), Philosophy
EY September 2015 - Present
Johns Hopkins University 2011 - May 2015
Promontory Financial Group, LLC June 2014 - August 2014
Navigant June 2013 - August 2013
Center For Talented Youth (Johns Hopkins University) September 2012 - May 2013
Council for Children's Rights June 2011 - August 2011
Skills
PowerPoint, Public Speaking, Microsoft Office
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Affairs
Universitat de Barcelona 2013 — 2013
International Relations and Spanish
The Taft School 2008 — 2011
High School
Missouri State Public Defender August 2013 - Present
Meresak Law May 2013 - August 2013
Promontory Financial Group, LLC November 2012 - January 2013
St. Louis Circuit Attorney's Office April 2011 - August 2011
Legal Services of Eastern Missouri May 2010 - August 2010
Kaplan Test Prep and Admissions December 2008 - September 2009
University of California, Riverside October 2007 - May 2008
Education
Washington University in St. Louis School of Law 2009 — 2012
Doctor of Law (J.D.)
Utrecht University 2010 — 2010
JD, International Law
University of California, Riverside 2004 — 2009
Bachelor of Arts (B.A.), Philosophy
Promontory Risk Review 2014 - Present
Promontory Financial Group, LLC September 2011 - Present
Arizona Attorney General's Office May 2010 - July 2010
Kaplan Test Prep and Admissions June 2006 - October 2009
Skills
Research, Data Analysis, Writing, Public Speaking, Microsoft Office, Editing, Teaching, Legal Research, Tutoring, Legal Writing, Westlaw
Education
University of Arizona, James E. Rogers College of Law 2008 — 2011
JD, Law
The University of Chicago 2005 — 2006
Archaeology
University of Rochester 2001 — 2005
Bachelor of Arts, English and Psychology
Visa May 2015 - Present
CrossBoarders Business Solutions August 2011 - Present
Western Union July 2013 - May 2015
ExperisNL April 2013 - June 2013
Promontory Financial Group, LLC June 2011 - January 2013
The Nature Conservancy August 2010 - July 2011
Bank of Choice March 2011 - May 2011
Garfield & Hecht, LLP September 2009 - January 2010
Alpine Legal Services, Inc February 2008 - July 2008
Brown & Wills Attorneys at Law LLP May 2007 - January 2008
Skills
Legal Assistance, Corporate Governance, Environmental Law, Westlaw, Due Diligence, Bankruptcy, Mergers, Securities Regulation, International Law, Appeals, Courts, Banking, Finance, Mergers & Acquisitions, Training, Contract Negotiation, Trials, Environmental Awareness, Licensing, Policy, Dispute Resolution, Property Law, Joint Ventures, Legal Compliance, Privacy Law, Tax Law, Securities, Private Equity, Spanish, Restructuring, Analysis, International Relations, Competition Law, Negotiation, Consumer Law, Immigration Law, Hearings, Document Review, Venture Capital, Corporate Finance, Litigation Support, Cross-border..., Alternative Dispute..., Legal Issues, Foreign Investment, Financial Regulation, Project Finance, Contract Law, Structured Finance, Capital Markets
Education
University of Denver - Sturm College of Law 2008 — 2009
LL.M., Environmental and Natural Resources
Universidade Paulista 1998 — 2003
J.D., Law
Wells Fargo December 2013 - Present
Wells Fargo June 2013 - November 2013
Promontory Financial Group, LLC November 2012 - January 2013
Skills
Financial Analysis, Customer Service, Market Analysis, Financial Advisory, Microsoft Office, Proprietary Software, Data Entry, Data Analysis, Sales, NMLS Licensed
Education
University of Colorado Boulder 2006 — 2011
Bachelor's degree, Economics
HireRight March 2013 - Present
Promontory Financial Group, LLC August 2011 - September 2012
Robert Half August 2010 - August 2011
Irvine Company June 2009 - August 2010
SJSU Update News August 2006 - July 2008
NBC News September 2007 - February 2008
Skills
Editing, Social Media, Salesforce.com, Social Networking, Microsoft Excel, Social Media Marketing, Microsoft Office, PowerPoint, Internal Communications, Public Relations, Facebook, Marketing, Microsoft Word, Outlook, Marketing Communications, Community Outreach, Project Coordination, Broadcast Journalism, Corporate Communications, Broadcast, Journalism, Leadership, Final Cut Pro, Training, Media Relations, Adobe Premiere Pro CS4, Final Cut Pro 6, Procurement
Education
San Jose State University 2004 — 2008
Bachelor of Science, Journalism, Communication.
Ramboll Environ August 2015 - Present
Centura Health February 2015 - July 2015
CampMinder August 2014 - November 2014
Dimension Technology Solutions May 2014 - July 2014
Promontory Financial Group, LLC August 2013 - May 2014
Great-West Financial May 2013 - August 2013
University of Colorado Denver May 2012 - May 2013
University of Colorado Denver May 2011 - May 2012
Skills
Java, JavaScript, C#, SharePoint, Unix Shell Scripting, Microsoft Office, XSL-FO, Thunderhead, CSS, C++ Language, Active Directory, Microsoft CRM, Python, HTML, Server Management, Laboratory Skills, Mobile Applications, Assembly Language, Image Analysis, Computer Hardware, 3D Studio Max, jQuery, Ruby, Visual Basic, .NET, Mathematics, XML, Semantic Analysis, PHP, Node.js, ASP.NET AJAX, ASP.NET MVC, ASP.NET WebPages, d3.js, iOS development, Android Development, DirectX, SVG, Transact-SQL, ASP, Apache Velocity, NHibernate, Monorail, WCF, Visual Studio, Microsoft Foundation..., SQL, Microsoft SQL Server, OpenCV, OpenCL
Education
Regis University 2013 — 2016
Bachelor’s Degree, Mathematics and Computer Science
University of Colorado at Denver 2010 — 2013
Bachelor of Science (B.S.), Pure and Applied Physics
Regis Jesuit High School Boys Division 2005 — 2009
High School Diploma
Filmzu January 2014 - Present
Chevrolet RoadView October 2013 - December 2013
Filmmo January 2013 - December 2013
Promontory Financial Group, LLC October 2011 - January 2013
Pacific LMG August 2008 - October 2011
Citadel Financial September 2006 - June 2008
Ghirardelli Enterprises June 2005 - September 2006
Skills
Real Estate, Short Sales, Investment Properties, Digital Media, Entertainment Industry, Film Production, Online Video Strategy, Film Distribution, Digital Video, Start-ups, UI/UX, Web Design, Entrepreneurship, Social Media, Sales, Marketing, Social Networking, Marketing Strategy, Mobile Devices, Business Development, Social Media Marketing, Strategic Partnerships
Education
University of California, Santa Cruz
BA, US History and Business Development
loanDepot January 2014 - Present
Carrington Mortgage Services, Mortgage Lending Division May 2012 - August 2013
Promontory Financial Group, LLC November 2011 - June 2012
Temp assignment with First American Title, Old Republic Title, Bank of America May 2009 - November 2011
American Home Mortgage Servicing January 2003 - May 2009
Option One Mortgage May 2000 - January 2003
Skills
Credit Analysis, Mortgage Lending, Credit Risk, Loan Origination, Valuation, Financial Analysis, Escrow, Title Searches, REO, Property Search, Legal Descriptions, Financial Risk, Loan Modifications, Foreclosures, Default, Mortgage Banking, Underwriting, Legal Research, Internal Audit, Time Management, Research, FHA/VA/Conventional..., Administrative..., Financial Risk..., Compliance Support, Compliance Oversight, Loans, FHA, Bankruptcy
Education
University of California, Irvine 2010 — 2012
Paralegal certificate, Real Estate, A
Century 21 Real Estate School 2005 — 2006
Real estate Sales License, A
The Maharaja Sayajirao University of Baroda 1974 — 1977
Undergraduate Coursework, Science, A
Maharani high school
Secondary school certificate, Mathematics
Ajilon June 2012 - January 2013
Promontory Financial Group, LLC 2012 - 2013
AAUW October 2010 - July 2011
Women's Resource Center at the University of Northern Colorado October 2008 - January 2010
Skills
Community Development, Program Development, Volunteer Management, Grant Writing, Community Outreach, Event Planning, Social Media Marketing, Customer Service, Typing, Editing, Microsoft Excel, Microsoft Word, Microsoft Office, Public Policy, Policy Analysis, Blogging, Politics, Community Organizing, Grassroots Organizing, Workshop Facilitation, Political Campaigns, Political Communication, Training, Newsletters, Social Media
Education
State University of New York at Albany 2010 — 2020
Master of Arts (M.A.), Women's Studies and Public Policy, 3.8
University of Northern Colorado 2007 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Promontory Risk Review March 2015 - Present
Promontory Financial Group, LLC October 2011 - March 2015
Rutt Bridges Venture Capital Fund September 2012 - July 2013
Specialized Loan Servicing July 2011 - October 2011
Specialized Loan Servicing July 2010 - July 2011
ISGN May 2009 - July 2010
Waddell & Reed July 2008 - May 2009
Department of Economics, CU Boulder January 2005 - 2007
Skills
Mortgage, Foreclosures, Compliance, Process Improvement, Quality Assurance, Loss Mitigation, Mortgage Lending, Underwriting, Loans, Short Sales, Loan Modifications, Bankruptcy, Financial Services, Financial Analysis, Loan Servicing, Banking, Data Analysis, Credit, Mortgage Banking, Management, Residential Mortgages, Due Diligence, Loan Origination, Start-ups, Mortgage Servicing, Portfolio Management
Education
University of Colorado at Denver 2012 — 2016
Master of Arts (M.A.), Economics
University of Colorado Boulder 2004 — 2008
Economic, Political Science
Illinois Department of Revenue August 2013 - Present
Promontory Financial Group, LLC October 2011 - May 2012
Law Offices of Rebecca L. Shandrick November 2010 - April 2011
Saint Louis University May 2009 - August 2010
Barnes Jewish West County Hospital May 2010 - July 2010
State of Illinois August 2007 - July 2008
Skills
Legal Writing
Education
Saint Louis University School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Southern Illinois University, Edwardsville 2003 — 2007
B.S., Political Science
Promontory Financial Group, LLC May 2015 - Present
CorePower Yoga August 2014 - January 2015
MVG Development May 2012 - August 2012
Colorado Department of Revenue May 2012 - August 2012
Woodrow & Sobel, P.C. January 2011 - August 2011
Scottrade October 2008 - July 2010
Skills
Valuation, Financial Analysis, Bloomberg, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Legal Writing, Customer Service, Finance
Education
University of Denver - Sturm College of Law 2011 — 2014
Juris Doctorate, Law
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science, Business Administration, emphasis in Finance
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts, Economics
Law Offices of Daniel G. Brown January 2012 - Present
Promontory Financial Group, LLC November 2012 - January 2013
Bryan Cave July 2011 - January 2012
Manderson Schafer McKinlay August 2010 - January 2011
Gagnier Margossian LLP December 2009 - August 2010
Paragon Law December 2009 - August 2010
Skills
Legal Writing, Legal Research, Litigation, Strategic Communications, Nonprofits, Commercial Litigation, Westlaw, Real Estate, Legal Assistance, Hearings, Estate Planning, Non-profits, Intellectual Property, Settlement, Copyright Law
Education
University of San Francisco School of Law 2006 — 2009
Doctor of Law (J.D.) with Intellectual Property Law Certificate
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.). Dean's Honors.
KZV Law January 2015 - Present
Traveling Esq. January 2015 - Present
McNamara Law Firm August 2013 - September 2014
Whittier Law School October 2012 - March 2013
Promontory Financial Group, LLC August 2012 - January 2013
Red Hat Society August 2010 - July 2012
Orange County Superior Court August 2011 - December 2011
Sin Fronteras June 2010 - July 2010
Skills
State Bar of California, Bilingual-English/Spanis..., Legal Research, Trained in the..., Contract Negotiation, Arbitration, Mediation, Eagle Scout, International Law, Trademarks, Motions, Immigration Law, Westlaw, Legal Writing, LexisNexis
Education
Whittier Law School 2009 — 2012
Juris Doctorate, International Law and Legal Studies
University of California, Irvine 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Chicano/Latino Studies and Minor in Spanish
National Indemnity Company October 2013 - Present
Self-employed July 2012 - Present
West Corporation March 2013 - October 2013
Promontory Financial Group, LLC October 2012 - January 2013
Fidelity National Title 2009 - 2011
Skills
Family Law, Juvenile Law, Title Insurance, Non-Profit Organization, Contract Negotiation, Contract Law, Negotiation, Arbitration, Legal Research, Mediation, Nonprofits, Litigation, Finance, Legal Writing
Education
The University of South Dakota School of Law 2005 — 2008
Doctor of Law (JD), Law
University of Iowa 2002 — 2005
Bachelor of Arts (B.A.), Theatre/Theater
SM Energy Company June 2013 - Present
Promontory Financial Group, LLC October 2012 - January 2013
University of Denver September 2006 - June 2011
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Higher Education, Microsoft Excel, Microsoft Word, Social Media, Teaching, Event Planning, Student Affairs, Statistics, Community Outreach, Customer Service, Public Relations, Social Media Marketing, Editing, Nonprofits, Fundraising, Training, Social Networking, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2011
Master of Business Administration (MBA)
University of Denver 2006 — 2010
Bachelor of Science (BS), Molecular Biology
Promontory Financial Group, LLC October 2014 - Present
MKTG INC January 2012 - January 2015
Network Global Logistics February 2013 - October 2014
University of Colorado September 2012 - February 2013
University of Colorado May 2009 - August 2012
University of Colorado 2011 - 2012
University of Colorado 2010 - 2011
Skills
Analysis, Management, Customer Service, Microsoft Excel, Budgets, PowerPoint, Outlook, Microsoft Word, American Sign Language, Team Leadership, Microsoft Office, SQL, MapPoint, Access, Event Planning, Negotiation, Social Media, Leadership, Sales, Public Speaking
Education
University of Colorado at Boulder 2007 — 2012
Political Science
University of Colorado at Boulder 2007 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Clayton March 2013 - Present
Promontory Financial Group, LLC February 2012 - January 2013
Skills
Banking, Credit, Mortgage Lending, Analysis, Loan Origination, Residential Mortgages, Mortgage Banking, Data Analysis, Financial Risk, Loans, Risk Management
Education
Thomas M. Cooley Law School
Promontory Financial Group, LLC 2013 - Present
Constellation Brands February 2010 - April 2013
Constellation Brands March 2008 - February 2010
Constellation Brands 2007 - 2008
Skills
Budgets, Lotus Notes, Customer Service, Inventory Management, Corporate Communications, Event Planning, Social Media, Internal Communications, Process Improvement, Marketing Communications, Strategic Planning, Vendor Management, Forecasting, Project Management, Marketing, Event Management
Education
Rochester Institute of Technology 2010 — 2013
Master of Science (M.S.), Communication & Media Technologies, Global Business and Marketing Concentrations
State University of New York College at Buffalo 2002 — 2006
Bachelor of Arts (B.A.), Communication
Promontory Financial Group, LLC January 2013 - Present
S&P Capital IQ May 2007 - December 2012
SunGard ERisk 2004 - 2007
Zoologic, Inc. 2000 - 2004
C*ATS Software, Inc. - (Acquired by Misys 1999) 1997 - 2000
SunGard 1995 - 1997
EJV Partners, L.P. 1992 - 1995
C*ATS Software, Inc. 1988 - 1992
Andersen Consulting (Now Accenture) 1987 - 1988
Skills
Risk Management
Education
State University of New York at Albany 1983 — 1987
Colorado State Public Defender July 2013 - Present
University of Colorado Boulder Law January 2013 - June 2013
Promontory Financial Group, LLC October 2012 - January 2013
Clinical Education Program August 2011 - May 2012
Boulder Public Defender's Office March 2011 - January 2012
Center for Legal Inclusiveness (CLI) May 2010 - January 2011
Natural Resource Law Center May 2010 - August 2010
Skills
Legal Issues, Research, Negotiation, Criminal Law, Legal Research, Legal Writing, Courts, Trials, Event Planning, Event Management, Events Coordination, Policy Analysis, International Relations, Public Speaking, Public Policy, Fundraising, Litigation, Motions, Mediation
Education
University of Colorado at Boulder 2009 — 2012
Juris Doctor
The University of New Mexico 2004 — 2008
Bachelor of Arts, Theology; Musical Theatre
Promontory Financial Group, LLC August 2014 - Present
Aginsky Consulting Group May 2012 - August 2013
National Institutes of Health April 2011 - November 2011
The Tokyo Weekender June 2009 - August 2009
Skills
Management Consulting, Business Strategy, Strategy, Financial Modeling, Economics, Business Analysis, Due Diligence, Market Research, Business Process..., Data Analysis, Financial Analysis, Corporate Finance, Business Planning, Market Entry, Analysis, Entrepreneurship, Business Development, Private Equity, Competitive Analysis, Venture Capital
Education
Reed College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Exeter Academy 2006 — 2010
Seoul International School
Goldman Gantenbein, LLC June 2013 - May 2014
Mastin Hoffman & Crews PC July 2012 - June 2013
Promontory Financial Group, LLC September 2012 - January 2013
UNM Community Law Clinic January 2012 - May 2012
Office of the Attorney General for Washington, DC August 2011 - December 2011
Gaddy Jaramillo Touchet October 2010 - August 2011
Office of the United States Attorney, District of New Mexico August 2010 - December 2010
Kid's College Walker Hill February 2009 - July 2009
English Channel September 2008 - February 2009
William Morris Endeavor May 2007 - May 2008
Skills
Legal Research, Courts, Trials, Criminal Law, Legal Assistance, Family Law, Personal Injury, Employment Law, Licensing, Litigation Support, Pleadings, Depositions, Motions, Research, Personal Injury..., Contract Law, Consumer Law, Juvenile Law, Strategy, Time Management
Education
The University of New Mexico School of Law 2009 — 2012
Juris Doctor, Law
University of Southern California 2003 — 2007
BA, Communication
Promontory Financial Group, LLC July 2004 - Present
Independent Rates Oversight Committee October 2007 - May 2015
Billings & Associates 1999 - 2004
KPMG Financial Services Consulting 1998 - 1999
US Treasury 1994 - 1998
KPMG, LLP 1990 - 1994
Resolution Trust Corporation Oversight Board 1989 - 1990
Federal Reserve Board 1984 - 1989
Skills
Financial Analysis, Risk Management, Banking, Due Diligence, Capital Markets, Enterprise Risk..., Valuation, Financial Risk, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Finance, Credit Risk, Financial Services, Loans, Portfolio Management
Education
University of California, Berkeley 1975 — 1979
BA, Economics
Promontory Financial Group, LLC May 2015 - Present
Robert Half Legal December 2014 - May 2015
Hire Counsel December 2014 - May 2015
Hudson Legal May 2014 - November 2014
US Securities and Exchange Commission April 2013 - April 2014
Hudson Legal January 2012 - April 2013
Cartee Law Firm, P.C. November 2012 - December 2012
Law Offices of Kevin J. Dolley February 2012 - March 2012
Cervantes and Associates May 2009 - May 2011
McCarthy Building Company February 2007 - September 2007
Skills
Legal Writing, Legal Research, Depositions, Personal Injury, Medical Malpractice, Product Liability, Torts, Westlaw, Civil Litigation, Litigation, Legal Issues, Family Law, Courts, Litigation Support, Workers Compensation, Premises Liability, Wrongful Death, Divorce, Motions, Trials, Commercial Litigation, Appeals, Legal Documents, Mediation, Legal Compliance, Banking Law, Anti Money Laundering, Government Compliance
Education
Saint Louis University School of Law 2008 — 2011
Juris Doctor, Law
Saint Louis University 2004 — 2008
Bachelor's Degree, Business Administration, Management and Operations
Prospect Mortgage, LLC October 2013 - Present
OneWest Bank February 2013 - April 2013
Promontory Financial Group, LLC March 2012 - January 2013
Promontory Financial Group, LLC December 2011 - March 2012
Bank of America January 2007 - October 2011
Bank of America August 2006 - December 2007
Bank of America December 2005 - August 2006
Skills
Credit, Analysis, Loss Mitigation, Mortgage Lending, Loan Servicing, Mortgage Servicing, Customer Service, Coaching, Foreclosures, Loan Origination, Residential Mortgages, Relationship Management, Interviews, FHA, Refinance, Asset Management, Training, Loan Modifications, Loans, Consumer Lending, Credit Cards, Default, Finance, Leadership, Mortgage Underwriting, Banking
Education
UC Santa Cruz 1996 — 1998
Bachelors, Global Economics
Don Bosco Technical Institute 1985 — 1990
Associate of Science (A.S.), Graphic Communications
Promontory Financial Group, LLC June 2012 - Present
Glendalough Holdings LLC July 2011 - Present
Bridgewater Associates 2010 - 2011
HSBC September 2009 - May 2010
HSBC March 2007 - September 2009
HSBC April 2003 - April 2007
HSBC January 2000 - March 2003
HSBC April 1996 - December 1999
HSBC June 1990 - March 1996
Nomura December 1988 - May 1990
Skills
Risk Management, Strategy, Mergers & Acquisitions, Financial Services, Banking, Asset Management, Investments, Restructuring, Acquisition Integration, Enterprise Risk..., Capital Markets, Series 7, Derivatives, Equities, Portfolio Management, Investment Banking, Hedge Funds, Fixed Income, Financial Risk, Financial Markets
Education
University of Oxford 1981 — 1985
D Phil, Theoretical Particle Physics
Trinity College Dublin 1976 — 1981
BA, Mathematics, Experimental Physics
The Moodie Law Firm, LLC June 2014 - Present
Law Firms June 2013 - June 2014
Denver District Court January 2013 - May 2013
Promontory Financial Group, LLC November 2012 - January 2013
Saint Louis University of Law Legal Clinic August 2011 - May 2012
Colorado Legal Services January 2008 - August 2009
Skills
English (Native..., Spanish (conversational), Family Law, Immigration Law, Westlaw, Legal Research, Legal Writing, Litigation, Civil Litigation, Lexis, Criminal Law, Criminal Litigation, Research, Legal Issues, Trials, Courts, Personal Injury
Education
Saint Louis University School of Law 2009 — 2012
Doctor of Law (J.D.), Civil Litigation Concentration
Regis University 2004 — 2008
Bachelor of Arts (B.A.), Sociology, English, and Spanish, Top 10%, Dean's List,
Bear Creek High School 2000 — 2004
Jefferson Hills June 2015 - Present
Promontory Financial Group, LLC March 2014 - June 2015
Marine Bank April 2006 - March 2014
Morton Machining & Mfg August 2003 - April 2006
Skills
Training, Recruiting, Human Resources, Payroll, Employee Benefits, Fundraising, Microsoft Office, Workers Compensation, FMLA, Policy Writing, Progressive Discipline, Team Building, Budgets, Banking, Organizational..., Risk Management, Deferred Compensation, Performance Management, New Hire Orientations, Policy, Interviews, Management, Leadership, Temporary Placement, Onboarding, Compensation & Benefit, Employee Relations, Succession Planning, Benefits Administration, Applicant Tracking..., Leadership Development, HRIS, Time Management, Talent Acquisition, HR Policies, Personnel Management, Employee Handbooks
Education
Southern Illinois University, Carbondale 1998 — 2002
BS, Communication
Colorado Sustainability Consultants, Inc. February 2014 - Present
Filter Law, LLC January 2012 - Present
Sano Remedies, Inc. June 2014 - April 2015
Promontory Financial Group, LLC May 2012 - January 2013
Bridge to Skate, Inc. May 2009 - October 2012
Colorado Governor's Energy Office July 2011 - April 2012
The Lucky Buffalo Company, LLC January 2010 - March 2011
Nomogaia Foundation January 2010 - May 2010
Estudio Beccar Varela May 2009 - August 2009
US EPA September 2008 - December 2008
Skills
Fluent Spanish, Legal Resarch and..., New Business Development, Legal Writing, Legal Research, Start-ups, Mergers & Acquisitions, Analysis, Business Development, Nonprofits, Renewable Energy, Commercial Litigation, Civil Litigation, Research, Real Estate, Corporate Law, Business Planning, Finance, Contract Management, Strategic Planning, Microsoft Office, Government, Financial Analysis, Due Diligence, Administrative Law, Environmental Awareness, Policy, Sustainable Development, Legal Assistance, Environmental Law, Document Review, Westlaw, Mediation, Employment Law, Criminal Law, Trials, Licensing, Legal Compliance
Education
University of Denver - Sturm College of Law 2008 — 2010
Juris Doctorate, Business and Environmental Law
University of Denver 2001 — 2005
Bachelor of the Arts, Political Science and Spanish
Colorado Division of Labor, Colorado Department of Labor and Employment October 2014 - July 2015
3rd Judicial District Attorney of Colorado April 2013 - September 2014
Promontory Financial Group, LLC April 2012 - January 2013
Colorado Economic and Management Associates January 2009 - April 2012
Gibson Arnold & Associates April 2010 - January 2011
18th Judicial District Attorney, Colorado September 2007 - December 2008
18th Judicial District Attorney, Colorado June 2007 - September 2007
Rocky Mountain Communities June 2006 - August 2006
Skills
Ethics, Legal Ethics, Compliance, Computer Science, Physics, Management, Law, Strategy, Learner, Business Ethics, Intellectual Property, patent, Patents, Asset Management, Legal Research, Trials, Legal Writing, Analysis, Research, Courts, Training, Litigation Support, Government, Document Review, Corporate Governance, Westlaw, Due Diligence, Fraud, Litigation
Education
University of Denver - Daniels College of Business 2009 — 2009
MS Management, Computer Science
University of Denver - Sturm College of Law 2005 — 2008
JD, Litigation and Prosecution
St. Olaf College 2001 — 2005
BA, Physics and Computer Science
ThunderRidge High School
OneWest Bank November 2013 - Present
OneWest Bank June 2013 - October 2013
OneWest Bank February 2013 - April 2013
Promontory Financial Group, LLC November 2011 - January 2013
American Home Mortgage Servicing June 2002 - November 2011
Skills
Mortgage Servicing, Loan Servicing, Loss Mitigation, Call Center, Mortgage Lending, Mortgage Banking, Residential Mortgages, Credit Analysis, Loan Modifications, Foreclosures, REO, LPS, Visio, Financial Services, HAMP, Short Sales, Access, FHA, Default, PeopleSoft, Microsoft Excel, Bankruptcy, Outlook, PowerPoint, Graphic Design, Music Production, Adobe, Illustrator, Photoshop, Pro Tools, Reason
Education
University of Oregon 2000 — 2002
Studio Art
University of California, Irvine 1997 — 2000
Studio Art
Promontory Financial Group, LLC August 2011 - Present
Skills
Risk Management, Banking, Legal Research, Legal Writing, Due Diligence, Finance, Mortgage Lending, Mediation, Financial Services, Mortgage Servicing, Training, Project Management, Lexis, Criminal Law, Employment Law, Litigation, Loss Mitigation, Analysis, Loans, AML, Bankruptcy, Litigation Support, Technical Writing, Legal Assistance, Civil Litigation, Westlaw, Legal Compliance, Document Review, Loan Servicing, Compliance, Consulting, Real Estate Transactions, Government, Asset Management, College Teaching, Anti Money Laundering
Education
University of Denver - Sturm College of Law 2007 — 2009
J.D., Law
University of Central Florida 2003 — 2006
B.A., Political Science
CoreLogic November 2013 - Present
Small Business Administration December 2012 - February 2013
Promontory Financial Group, LLC August 2011 - September 2012
Open Systems April 2011 - June 2011
AHMSI April 2009 - March 2010
Saxon Mortgage March 2008 - March 2009
Indymac Bank March 2005 - January 2008
EMC Mortgage February 1999 - March 2005
Portfolio Acceptance/NationsCredit February 1997 - February 1999
Skills
Loans, Mortgage Lending, Credit, Mortgage Servicing, Loan Modifications, Loss Mitigation, Loan Origination, Underwriting, Mortgage Banking, Portfolio Management, Loan Servicing, Foreclosures, Mortgage Underwriting, Residential Mortgages, FHA
Education
Northlake Jr. College 2003 — 2004
Vocational Training, Loan Origination, Processing, Underwriting, and Closing
Tarrant County College 1992 — 1994
Business Aministration
Masana Legal Group February 2015 - Present
The Ski Lift, LLC December 2010 - Present
Clayton January 2013 - August 2015
Promontory Financial Group, LLC April 2012 - January 2013
Ward Law & Associates September 2011 - April 2012
INCOM Direct July 2010 - December 2010
The mGive Foundation July 2010 - September 2010
Silicon Flatirons Center July 2010 - August 2010
St. John's University September 2006 - May 2008
Skills
Marketing, Criminal Law, Politics, Social Media, Management, Social Networking, Nonprofits, Analysis, Compliance, Financial Analysis, Civil Litigation, Bankruptcy, Property Law, Intellectual Property, Consumer Lending, Start-up Consulting, Start-up Ventures, Business Development, Web Development, SEO, Liens/Garnishments, Corporate Branding, Residential Mortgages, Investments, Financial Regulation, Finance, Policy, Due Diligence, Legal Research, Corporate Governance, Legal Compliance, Mediation, Trials, Licensing, Corporate Law, Estate Planning, Securities, Legal Assistance, Employment Law, Litigation, Courts, Privacy Law
Education
University of Colorado School of Law 2008 — 2011
JD, Business Law
Saint John's University 2006 — 2008
M.S., Criminology/Statistics
Saint John's University 2002 — 2006
B.A., History and English, Magna Cum Laude
Promontory Financial Group, LLC December 2012 - Present
U.S. House of Representatives July 2011 - December 2012
United States House of Representatives February 2009 - July 2011
United States House of Representatives February 2009 - March 2010
Skills
Legislative Relations, Legislative Research, Legislation, Politics, Constituent Services, Public Policy, Policy Analysis, Appropriations, Legislative Affairs, Intranet Quorum, Political Science, Fundraising, Political Campaigns, Community Outreach, Government, Research
Education
The Catholic University of America 2005 — 2009
Bachelor's degree, Politics-International Relations
S&P Capital IQ August 2014 - Present
Promontory Financial Group, LLC September 2013 - August 2014
Mizuho Corporate Bank January 2013 - September 2013
S&P Capital IQ October 2011 - January 2013
United Nations Democracy Fund January 2011 - July 2011
The World Bank October 2007 - October 2009
Peace Corps - OACM September 2004 - May 2007
Embassy of Brazil September 2005 - December 2005
Skills
Stata, SPSS, Excel, ArcGIS, Mathematica, Bloomberg, Oracle, Reference Manager, Qualtrics, Adobe Acrobat, Microsoft Office, Economics, Econometrics, Statistics, PowerPoint, Photoshop, VBA, Financial Analysis, Economic Research, Economic Modeling, Portfolio Management, International Relations, Credit Risk, Financial Modeling, Research, Macroeconomics, Data Analysis, Derivatives, Capital Markets, Fixed Income, Corporate Finance, Risk Management, Financial Risk, Credit, Spanish, Emerging Markets, Valuation, Finance, Investment Banking, Financial Markets, Microsoft Excel
Education
University of Essex 2009 — 2011
Master of Science, Economics
The George Washington University 2003 — 2008
Bachelor of Arts, International Affairs and Economics
Promontory Financial Group, LLC June 2012 - July 2014
PwC January 2007 - July 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Project Management, Accounting, Due Diligence, Finance, Economics, Risk Management, Valuation, Private Equity, Mergers & Acquisitions, Asset Management, Investments, Corporate Finance
Education
The George Washington University - School of Business 2010 — 2012
MBA, Business Administration
Mobile Barriers LLC- Iwapi, Inc. June 2014 - Present
Various February 2013 - June 2014
Promontory Financial Group, LLC November 2012 - January 2013
The Barthet Firm May 2011 - April 2012
Trump Dezer Development October 2010 - December 2010
De Dios & Goyena, Buenos Aires, Argentina July 2010 - August 2010
Lipcon, Margulies, & Alsina, P.A November 2009 - April 2010
Eleventh Judicial Circuit Court of Florida, Probate & Civil Divisions September 2009 - November 2009
Davis Polk & Wardwell LLP June 2006 - August 2008
Alston & Bird LLP March 2005 - June 2006
Skills
Legal Research, Legal Writing, Adventure Travel, International, Independent Travel, Travel Arrangements, Travel, Travel Sales, Litigation, Hospitality, Travel Assistance, Civil Litigation, International..., Commercial Litigation, Courts, Travel Journalism, Mediation, Westlaw, Personal Injury, Intellectual Property, Corporate Law, Criminal Law, Immigration Law, Legal Assistance, Copyright Law, Appeals, Estate Planning, Criminal Defense, Product Liability, Family Law
Education
University of Miami School of Law 2008 — 2010
Juris Doctor, International and Corporate Law
Seattle University 2000 — 2004
Bachelor of Arts (B.A.), History
St. Phils 1986 — 1996
Promontory Financial Group, LLC June 2014 - Present
Equitem Capital, LLC April 2013 - Present
Exelon April 2012 - April 2013
Constellation Energy February 2011 - April 2012
Constellation Energy September 2009 - February 2011
Fannie Mae June 2007 - September 2009
Fannie Mae August 2005 - May 2007
Office of the Comptroller of the Currency 2002 - 2005
Heiden Associates 2002 - 2002
McKinsey & Company 2000 - 2002
Skills
Risk Management, Financial Risk, Credit Risk, Market Risk, Economic Capital, Financial Risk..., Finance, Hedging, Financial Modeling, Public Speaking, Derivatives, Trading, Mortgage Lending, Risk Analysis, Analytics, Model Risk, Structured Products, Valuation, Quantitative Analytics, Investments, Mortgage Risk, Energy Risk, Fixed Income, Portfolio Management, Financial Services, Capital Markets, Structured Finance, Commodity, Options, Financial Markets, Quantitative Finance
Education
CFA (CFA Institute)
CFA, CFA
FRM (Global Association of Risk Professionals - GARP) 2002 — 2002
FRM, Financial Risk Manager
University of California, Berkeley, Haas School of Business 1989 — 1991
MBA, Finance
University of California, Berkeley 1984 — 1987
BA, Economics, Development Studies
University of Nairobi 1985 — 1986
Economics, African Development, Kiswahili
Mira Costa, High School 1978 — 1982
HS Diploma
Aikido Shobukan Dojo
5th Dan, Martial Arts
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
Promontory Financial Group, LLC June 2011 - March 2015
Wells Fargo Home Mortgage September 2010 - May 2011
Aurora Loan Services April 2009 - September 2010
DCP Midstream LLC September 2008 - December 2008
Option One/H&R Block June 2000 - October 2007
Firstier Bank February 2000 - June 2000
Wells Fargo Bank September 1997 - January 2000
Chase Financial March 1994 - September 1997
Skills
Credit, Analysis, Auditing, Coaching, Due Diligence, Finance, Financial Analysis, Leadership, Financial Risk, Loans, Loss Mitigation, Management, Mortgage Banking, Portfolio Management, Mortgage Lending, Risk Management, Process Improvement, Training, Underwriting
Education
University of Colorado Boulder 1987 — 1990
B.S. Business Administration, Marketing and Organizational Management
University of Colorado Boulder
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Promontory Financial Group, LLC December 2010 - Present
Skills
Stata, Data Analysis, Econometrics, Policy Analysis, Research, Analysis, Government, Policy, Economics, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Quantitative Analytics, Statistics, SPSS, SAS
Education
St. Francis University 1988 — 1992
Bachelor's Degree, Political Science
Adams County District Court September 2013 - Present
BKN Murray, LLP f/k/a Archer Bay, P.A. December 2012 - August 2013
Promontory Financial Group, LLC September 2012 - December 2012
Benson, Kerrane, Storz & Nelson, P.C. June 2011 - May 2012
University of Colorado at Boulder June 2011 - August 2011
University of Colorado at Boulder June 2010 - August 2010
Downtown Corvallis Association January 2009 - July 2009
Hyena Editorial November 2008 - December 2008
AppleOne September 2008 - December 2008
Skills
Westlaw, Motions, Legal Writing, Legal Research, Bankruptcy, Legal Discovery, Document Review, Appeals, Courts, Litigation, Environmental Law, Commercial Litigation, Briefs, LexisNexis, Customer Service, Complaints, Exhibits, Drafting, Uniform Commercial Code, Affidavits, Blue Book, Regulatory Research, Proofreading, Event Planning, Summation iBlaze, Lexis File & Serve, Civil Litigation, Research, Legal Issues
Education
University of Colorado at Boulder 2009 — 2012
Doctor of Law (J.D.), Law
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Economics
Promontory Financial Group, LLC August 2015 - Present
Control Risks July 2014 - Present
Control Risks June 2010 - Present
TGS 2007 - June 2010
Hudson Global Resources 2006 - 2007
DHR International 2004 - 2006
Skills
Program Management, Security, Risk Analysis, Talent Management, Team Leadership, Government Liaison, Strategy Development, New Business Development, Operational Planning, Security Clearance, Proposal Writing, Strategy, DoD, Strategic Planning, Management, Recruiting, Leadership, Talent Acquisition, Strategic Partnerships, Networking, Intelligence
Education
Roanoke College 1999 — 2003
Bachelor of Science
Roanoke College
Promontory Financial Group, LLC June 2015 - Present
PwC October 2014 - June 2015
JPMorgan Chase September 2011 - October 2014
Washington State University August 2007 - May 2011
Shanghai Jiao Tong University June 2004 - June 2007
Rohm and Haas September 2004 - December 2004
Skills
SAS, Statistical Modeling, Experimental Economics, R, Stata, Logistic Regression, Minitab, Economics, Gauss, Econometrics, Simulations, SAS programming, Quantitative Analytics, SQL, Experimental Design, Microsoft Office, English, Chinese, Time Series Analysis, Statistics, Mathematica, Data Analysis, Predictive Modeling, SPSS, SAS Programming
Education
Washington State University 2007 — 2011
Ph.D., Economics, Agricultural Economics
Washington State University 2007 — 2011
M.S., Statistics
Shanghai Jiao Tong University 2003 — 2006
M.A., Economics, International Trade
Shandong University 1999 — 2003
B.A., Management, Marketing
Kamran Staffing October 2013 - Present
loanDepot February 2013 - October 2013
Carrington Mortgage Services 2012 - 2013
Promontory Financial Group, LLC August 2011 - June 2012
AHMSI - Thru Aerotek February 2009 - June 2011
EMC Mortgage Corp January 2008 - August 2008
Fremont Investement & Loan May 2006 - January 2008
AMC Mortgage Services March 2004 - May 2006
Skills
Loan Servicing, Mortgage Lending, Loss Mitigation, Loans, Loan Origination, Loan Modifications, Foreclosures, Mortgage Servicing, HAMP, Mortgage Banking, Short Sales, FHA, Residential Mortgages, Mortgage Underwriting, Credit, Underwriting, Credit Analysis, Default, Due Diligence, Call Centers, FHA financing, Finance, Refinance, Training, VA loans
Education
Riverside City College
Promontory Financial Group, LLC March 2013 - January 2015
Promontory Financial Group, LLC March 2012 - March 2013
Shareholder Representative Services June 2010 - August 2010
Market Force Information August 2009 - June 2010
Mahindra & Mahindra June 2007 - March 2008
Skills
Legal Writing, Civil Litigation, Due Diligence, Finance, Litigation, Analysis, Courts, Management, Negotiation, Intellectual Property, Legal Research, Financial Analysis, Policy, Research, Corporate Law
Education
University of Colorado School of Law
Doctor of Law (J.D.)
Yale University
B.A., History
Promontory Financial Group, LLC 2013 - Present
Promontory Financial Group, LLC 2011 - 2013
McMaster-Carr August 2008 - January 2011
Skills
Data Analysis
Education
Stanford University Graduate School of Business 2015 — 2017
Stanford University 2007 — 2008
MA, Sociology
Stanford University 2004 — 2008
BA, International Relations
Touro College Science Journal September 2011 - June 2012
Promontory Financial Group, LLC April 2011 - May 2012
Queens College June 2011 - December 2011
Touro College Science Journal September 2010 - June 2011
Quality Health Center October 2010 - April 2011
Refuah Mobile Clinic June 2010 - July 2010
Total Family Care January 2010 - June 2010
Skills
Unix, Java, Eclipse, C#, ASP.NET, Microsoft SQL Server, Visual Basic, SQL, Linux, Microsoft Office, C++, XML, Programming, Statistics, Quality Assurance, Databases, Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2018
Doctor of Philosophy (PhD), Computational Biology and Molecular Biophysics
Touro College 2008 — 2012
BS, Computer Science/Biology, 4.0/3.98
Promontory Financial Group, LLC July 2015 - Present
Discover Financial Services December 2014 - June 2015
Discover Financial Services November 2013 - December 2014
Discover Financial Services June 2013 - November 2013
Discover Financial Services February 2013 - June 2013
Discover Financial Services September 2012 - February 2013
Discover Financial Services June 2012 - August 2012
Skills
Finance, Risk Management, Financial Services, Essbase, Financial Risk, Fraud, Credit Risk, Credit Cards, Internal Audit, Strategy, PowerPoint, Financial Analysis, Microsoft Office, Leadership, Management, Process Improvement
Education
University of Delaware 2009 — 2013
Bachelor's degree, Finance, General
WorldRemit March 2015 - Present
NBH Bank, N.A. February 2015 - March 2015
Promontory Financial Group, LLC January 2014 - January 2015
National Valuation Consultants, Inc. November 2013 - December 2013
Tocci, Goss & Lee PC June 2013 - September 2013
International Trade Administration May 2012 - August 2012
Martin's Window Cleaning May 2001 - August 2011
United States Marine Corps November 2004 - August 2008
Adam's County Clerk November 2004 - November 2004
Skills
International Relations, Political Science, Military Training, Military Experience, Editing, Physical Security, Immigration Law, PowerPoint, Critical Thinking, Microsoft Word, Microsoft Office, Typing (75WPM), Phone Etiquette, Data Entry, Administrative..., Social Media, VIP Services, Appointment Scheduling, Business Visas, Microsoft Excel, Anti Money Laundering, Regulatory Compliance, Regulatory Analysis
Education
Richmond, The American International University in London 2011 — 2013
Bachelor's degree, Political Science and Government, 1st Class (Hons.)
University of Colorado at Boulder 2008 — 2011
None, Political Science and Government
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC January 2012 - September 2014
IXI Corporation, a division of Equifax May 2010 - January 2012
IXI 2010 - 2010
Skills
Analytics, Predictive Modeling, Economics, SAS, Data Mining, R, Financial Services
Education
University of Iowa 2006 — 2010
Ph.D., Economics
University of Calcutta 2001 — 2003
Master of Science (M.S.), Economics
University of Calcutta 1998 — 2001
Bachelor of Science (B.Sc.), Economics
Catholic Health Initiatives August 2014 - Present
University of Colorado Anschutz Medical Campus March 2013 - August 2014
University of Denver, Office of the University Counsel February 2013 - March 2013
Jefferson County District Court, Div. 11 February 2013 - March 2013
Douglas County District Court, Div. 1 and 5 September 2012 - February 2013
Promontory Financial Group, LLC July 2012 - January 2013
Level 3 Communications June 2011 - June 2012
University of Denver April 2010 - May 2011
Denver District Attorney's Office, Gang Unit May 2009 - December 2009
P&L Medical Staffing, Inc. May 2008 - August 2008
Skills
Legal Research, Courts, Legal Writing, Mediation, Westlaw, Research, Policy, Corporate Law, Public Speaking, Legal Issues, Leadership
Education
University of Denver - Sturm College of Law 2008 — 2012
J.D., Law
University of Florida 2004 — 2008
B.A., Political Science
University of Denver 2009 — 2015
M.A., Economics
Promontory Financial Group, LLC October 2011 - January 2013
Wescom Credit Union April 1989 - May 2011
Skills
Financial Modeling, Equity Research, Bloomberg, Valuation, Capital Markets, Fixed Income, SAS, Due Diligence, Derivatives, Market Risk, Loss Mitigation, HAMP, Loan Modifications, Foreclosures
Education
UCLA
Bachelor of Science (BS), Marketing
Antero Resources October 2013 - Present
Purple Land Management August 2013 - September 2013
Promontory Financial Group, LLC June 2013 - July 2013
First Chancery Court District MIssissippi June 2012 - August 2012
McDavid, Noblin & West PLLC May 2012 - June 2012
Sloan, Chain, and Moore September 2011 - May 2012
Skills
Writing, Organization, Negotiation, Mediation, Analysis, Teamwork, Problem Solving, Economics, Travel, Strategic Planning, Business, Microsoft Word, Legal Research, Timely Decision Making, Networking, Legal Writing, Public Speaking, Document Review, Intellectual Property, Alternative Dispute..., Criminal Law, Research, Courts, Microsoft Office, Hearings, International Law, Westlaw, Due Diligence, Title Searches, Oil & Gas Law, Lexis, Title Opinions
Education
University of Mississippi School of Law 2010 — 2012
JD
University of Cambridge 2011 — 2011
International Law
University of Mississippi 2006 — 2010
BA, Sociology
University of the Sunshine Coast 2008 — 2008
Promontory Financial Group, LLC May 2011 - Present
Wells Fargo January 2010 - June 2011
Skills
Leadership, Banking, Management, Integration, Risk Management, AML, Due Diligence, Underwriting, Mortgage Servicing, Compliance Regulations, KYC, Bank Secrecy Act, Anti Money Laundering, Suspicious Activity..., OFAC, World Check, HMDA, RESPA, TILA, ECOA, USA PATRIOT Act
Education
The University of Connecticut School of Business
MBA/MA, Technology Management/Finance and International Studies
The University of Georgia
Bachelors of Arts, French Language and Culture
Charles Schwab February 2014 - Present
Tiemeier & Stich, P.C. March 2013 - May 2013
Promontory Financial Group, LLC September 2012 - January 2013
Sturm College of Law August 2010 - May 2012
Hoban & Feola, LLC January 2012 - April 2012
Civil Ligation Clinic, Sturm College of Law August 2011 - December 2011
Bridges Across Borders Cambodia May 2011 - July 2011
Montgomery, Little and Soran P.C. January 2011 - May 2011
The Honorable Jeffrey Holmes, 18th Judicial District June 2010 - July 2010
Skills
Civil Litigation, Legal Writing, Courts, Litigation, Legal Research
Education
University of Denver - Sturm College of Law 2009 — 2012
Juris Doctor
University of Kansas 2004 — 2009
Bachelor of Science, Cellular Biology
Promontory Financial Group, LLC July 2014 - Present
Georgetown University Office of Assessment and Decision Support January 2014 - May 2014
Georgetown University's McDonough School of Business June 2013 - December 2013
Georgetown University School of Continuing Studies January 2013 - April 2013
Providence Companies July 2012 - August 2012
Bank of China August 2011 - March 2012
Skills
Data Analysis, Microsoft Excel, Matlab, C++, C, Mathematica, Public Speaking, SPSS, Numerical Analysis, R, SAS, Weka, Stress Testing, CCAR, DFAST
Education
Georgetown University - Graduate School of Arts and Science 2013 — 2014
Master of Science (M.S.), Mathematics and Statistics, 3.90/4.00
UCLA Anderson School of Management 2012 — 2012
Certificate, C++ Programming for Financial Engineering
George Mason University - School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.84/4.00
Soochow University (CN) 2007 — 2012
Bachelor of Economics, Finance, General
Suzhou High School of Jiangsu Province 2004 — 2007
High School, Biology & Chemistry
Promontory Financial Group, LLC July 2015 - Present
Promontory Financial Group, LLC 2011 - July 2015
J.P. Morgan 2009 - 2011
J.P. Morgan 2008 - 2008
J.P. Morgan 2007 - 2007
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Due Diligence, Financial Analysis, Data Analysis, Quantitative Analytics, Credit Analysis, Economics, Banking, Business Strategy, Strategy, Strategic Planning, Mortgage Lending, Loans, Credit, Credit Risk, Corporate Finance, Capital Markets, Valuation, Sewing
Education
Stanford University Law School 2015 — 2018
Juris Doctor (J.D.)
Williams College 2005 — 2009
Bachelor of Arts (B.A.)
Promontory Financial Group, LLC July 2014 - Present
U.S. Department of State September 2013 - December 2013
Credit Suisse June 2013 - August 2013
Quatt Associates January 2013 - May 2013
Metis Strategy September 2012 - December 2012
Community Enterprise Solutions June 2012 - August 2012
United States Senate March 2012 - May 2012
The Show-Me Institute June 2011 - August 2011
U.S. Senator Roy Blunt September 2010 - November 2010
Skills
Spanish, Nonprofits, Microsoft Office, Research, InDesign, Social Media Outreach, Microsoft Excel, Analysis, Management Consulting, WordPress, Gretl, Bloomberg Terminal, Portuguese, Latin America, Stata
Education
Georgetown University 2011 — 2014
Bachelor of Science in Foreign Service, International Economics
Saint Louis University 2010 — 2011
Candidate for Honors Bachelor of Science, Economics, Political Science, International Studies
Saint Louis University High School 2006 — 2010
College Prepatory Diploma
Promontory Financial Group, LLC April 2015 - Present
Promontory Financial Group, LLC May 2015 - August 2015
Promontory Financial Group, LLC October 2012 - April 2015
Key Equipment Finance August 2011 - October 2012
Key Equipment Finance November 2007 - August 2011
JPMorgan Chase November 2006 - September 2007
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Banking, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Lending, Underwriting, Credit Risk, Portfolio Management, Finance, Financial Analysis, Risk Management, Leadership, Data Analysis
Education
University of Colorado at Boulder 2012 — 2014
Master of Business Administration (M.B.A.), Management, Marketing
University of Colorado at Boulder 2002 — 2007
Bachelor of Arts (B.A.), History
Promontory Financial Group, LLC March 2015 - Present
Colorado Republican Committee August 2014 - December 2014
Colorado Chinese News/ Asian Pacific Business Journal May 2014 - August 2014
Mile High Sports Radio June 2012 - August 2012
HealthONE June 2012 - August 2012
Skills
Editing, Video, Research, Blogging, Final Cut Pro, Marketing, Interviews, Social Services, Editorial, Social Media, Creative Writing, Mandarin, Microsoft Office, ENPS, Public Speaking, Video Editing, News Writing, TV News Production, Online News, Facebook, AP Style, Journalism, Writing
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Broadcast Journalism, Senior
Mountain Vista High School 2007 — 2010
Promontory Financial Group, LLC September 2015 - Present
Aldrich Capital Partners July 2013 - September 2015
Revolution Capital Group 2010 - 2012
Skills
Financial Modeling, Private Equity, Valuation, LBO, M&A experience, Corporate Finance, Due Diligence, Capital IQ, Leveraged Finance, Hedge Funds, Equity Research, DCF Valuation, Portfolio Management
Education
University of Miami
Bachelor of Arts
American University of Paris
Investment Banking Institute
Promontory Financial Group, LLC April 2011 - Present
WRGW September 2009 - April 2011
EMeRG September 2008 - May 2010
GFI Brokers Limited (London) June 2008 - August 2008
GW Colonial Connection September 2007 - November 2007
Skills
PowerPoint, Analysis, Risk Management, SPSS, Data Analysis, Microsoft Excel, Financial Analysis, Visio, Economics, Finance, Financial Modeling, Banking, Analytics, Customer Service, Leadership, Process Improvement, Research, Policy, Equities, Due Diligence, Salesforce.com, Corporate Governance, Management, Financial Risk, Corporate Finance, Public Policy, Credit, Access, Bloomberg, Valuation, Policy Analysis, Capital Markets, SAS, Strategy, Financial Regulation, Securities, Private Equity, Portfolio Management
Education
The George Washington University 2006 — 2010
BA, Economics
Scarsdale High School 2002 — 2006
Promontory Financial Group, LLC February 2008 - Present
United Nations July 2007 - January 2008
Margolians Maritimes Limited October 2002 - October 2006
Canadian Red Cross October 2005 - September 2006
Atlantic Region Motor Sports May 2004 - September 2006
BMW Club of Canada September 2002 - September 2006
Dalhousie University May 2004 - August 2004
Education
The London School of Economics and Political Science (LSE) 2006 — 2007
M. Sc., Environment & Development
Queen's University 1998 — 2002
B. Com. (Honours), Finance, History
The London School of Economics and Political Science (LSE) 2001 — 2001
B. Com., Finance, Strategy
BlackRock April 2015 - Present
Promontory Financial Group, LLC February 2012 - April 2015
Bank of America January 2011 - September 2011
Office of the Comptroller of the Currency July 2010 - December 2010
US Treasury September 2009 - August 2010
US Treasury Department August 2008 - September 2009
US Treasury Department April 2006 - August 2008
The World Bank January 2004 - March 2006
Skills
Strategy, Economics, Policy, Financial Services, Government, International Relations, Management, Financial Regulation, Program Management, Project Management, Business Development, Thought Leadership
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1999 — 2001
MA
The Johns Hopkins University 1991 — 1995
BA
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Travelers September 2014 - Present
USI Insurance Services January 2013 - September 2014
Promontory Financial Group, LLC March 2012 - January 2013
Urban Lending Solutions 2012 - 2012
Great-West Life and Annuity Insurance Company September 2010 - November 2010
Great-West Life and Annuity Insurance Company February 2010 - May 2010
Colorado Lawyers for the Arts June 2008 - March 2009
Great-West Life and Annuity Insurance Company January 2006 - July 2007
Washington Mutual 2003 - 2005
University of Denver - Daniels College of Business 2000 - 2002
Skills
Account Management, Due Diligence, Financial Risk, Financial Services, Auditing, Management, Legal Research, Financial Analysis, Client Counseling, Qualified Retirement..., ERISA, Compliance
Education
University of Colorado School of Law 2007 — 2010
JD, w/ Tax Emphasis
University of Denver - Daniels College of Business 2000 — 2002
MBA
University of California, Berkeley 1988 — 1992
BA
East High 1985 — 1988
Promontory Financial Group, LLC June 2015 - Present
KPMG December 2010 - May 2015
BNP Paribas Commodity Futures, Inc. October 2009 - December 2010
Self-Employed April 2008 - September 2009
Credit Suisse August 2007 - March 2008
Federal Reserve Bank of New York May 2005 - July 2007
Citibank November 2002 - March 2004
JP Morgan April 2002 - August 2002
JP Morgan April 1996 - March 2002
JP Morgan September 1993 - March 1996
Skills
Stress Testing, Risk Management, Operational Risk..., Internal Controls, VAR, Derivatives, Market Risk, Fixed Income, Credit Derivatives, Valuation, Operational Risk, Financial Risk, Hedging, Trading, Commodity, Options, Finance, Banking, Commodity Markets, Capital Markets, Hedge Funds, Treasury, Interest Rate Risk..., Investment Banking, Portfolio Management, Equity Derivatives, Credit, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1987 — 1992
BA, French, Economics
U.S. Department of Justice August 2015 - Present
Clayton Fixed Income Services January 2013 - May 2015
Promontory Financial Group, LLC August 2011 - January 2013
Office of Policy and Initiatives/Office of Legal Counsel January 2011 - May 2011
The Hive January 2008 - March 2011
Battered Women's Legal Advocacy Project June 2009 - August 2009
Law Offices of Karen Y. Uchiyama May 2008 - August 2008
MKTG INC October 2006 - August 2007
Colorado House Communications Office October 2005 - March 2006
NBC August 2004 - December 2004
Skills
Legal Research, Legal Writing, Westlaw, Public Speaking, Research, Litigation, Public Relations, Social Media Marketing, Marketing, Microsoft Office, PowerPoint, Social Networking, Media Relations, Real Estate, Editing, Customer Service, Analysis, Leadership, Training
Education
University of Wyoming College of Law 2007 — 2010
Juris Doctorate, Law
University of Colorado at Boulder 2002 — 2005
BS, Journalism, Political Science
University of Missouri-Columbia 2001 — 2002
Journalism
Promontory Financial Group, LLC June 2015 - Present
PwC November 2012 - June 2015
Genworth Financial 2009 - 2012
Genworth Financial 2006 - 2008
Federal Reserve Information Technology 2004 - 2006
Federal Reserve Information Technology 2002 - 2004
Latis Networks 2001 - 2002
Worldcom, Inc 2000 - 2001
IBM Software Group 1999 - 2000
IBM Printing Systems 1998 - 1999
Skills
IT Strategy, Integration, SaaS, SDLC, SOA, Enterprise Architecture, Software Development, Agile Methodologies, Strategy, IT Management, Product Management, Vendor Management, Business Analysis, Security, Enterprise Software, Business Intelligence, Program Management, Management, Change Management, Entrepreneurship, Business Process..., Risk Management, Project Management, Process Improvement, Start-ups, Outsourcing, Team Management, Leadership
Education
University of London 1987 — 1992
Ph.D.
Rensselaer Polytechnic Institute 1985 — 1986
M.Sc.
Modus Law, Ltd. May 2014 - Present
Spark Boulder August 2013 - Present
Full Service Law Firm January 2013 - May 2014
Promontory Financial Group, LLC August 2012 - January 2013
Entrepreneurial Law Clinic, CU Law June 2011 - May 2012
Grooveshark June 2011 - August 2011
District Judge Norman Haglund January 2011 - August 2011
Congresswoman Jane Harman, CA-36 February 2008 - May 2009
District of Columbia Attorney General May 2007 - August 2007
Senator Barbara Boxer September 2006 - December 2006
Education
University of Colorado School of Law 2009 — 2012
Juris Doctor with the Entrepreneurial Law Certificate
Loyola Marymount University 2003 — 2007
Bachelor of Arts (B.A.), Economics and Political Science with a German minor
Promontory Financial Group, LLC January 2015 - Present
Compliance Discovery Solutions August 2014 - November 2014
Insurance Specialists, Inc. 2013 - July 2014
Office of Inspector General/City of New Orleans, Independent Police Monitor October 2012 - April 2013
Southeast Louisiana Legal Services July 2012 - August 2012
Office of the Public Defender Maryland 2012 - 2012
ELLA - Entertainment Law Legal Assistance Program September 2011 - November 2011
Orleans Public Defenders May 2011 - August 2011
Peace Corps June 2007 - March 2009
Skills
Trial Advocacy, Criminal Law, Intellectual Property, Public International Law, Legal Writing, Legal Research, International Law, Public Policy, Litigation, Civil Litigation, Westlaw, Policy Analysis, Arbitration, Commercial Litigation, Appeals, Corporate Law, Lexis, Mediation, Immigration Law, Community Outreach, International..., Grant Writing, Nonprofits
Education
Tulane University Law School 2010 — 2013
Doctor of Law (J.D.)
University of Michigan 2003 — 2007
Bachelor of Arts (B.A.)
Bortstein Legal Group November 2014 - Present
DMI (Digital Management, Inc.) July 2014 - November 2014
Promontory Financial Group, LLC February 2012 - August 2014
Zoomsafer, Inc. (acquired by Aegis Mobility) October 2010 - September 2012
Blackboard May 2010 - October 2010
Iridium July 2008 - May 2010
Kajeet, Inc. January 2005 - 2008
Fried, Frank, Harris, Shriver & Jacobson 2001 - 2004
USinternetworking (acquired by AT&T) 1999 - 2001
MCI 1995 - 1999
Skills
Consulting, Start-ups, Contract Negotiation, Business Development, Business Strategy, Corporate Law, Corporate Governance, Intellectual Property, Strategic Planning, Due Diligence, Telecommunications, SaaS, Joint Ventures, Negotiation, Venture Capital, Licensing
Education
Stanford Law School 1987 — 1990
JD, Law
Yale University 1983 — 1987
BA, Economics
Promontory Financial Group, LLC May 2011 - Present
Mirixa Corporation November 2005 - May 2011
National Association of Chain Drug Stores 2004 - 2006
NACDS 2002 - 2005
Skills
Strategic Planning, Program Management, Healthcare, Team Building, Human Resources, Administration, Process Improvement, Access, Employee Relations
Education
Radford University 1992 — 1996
Promontory Financial Group, LLC February 2014 - Present
Modern Bank, N.A. April 2011 - October 2013
Promontory Financial Group 2007 - 2009
Citigroup 2000 - 2007
Bankers Trust 1976 - 1999
Bankers Trust Company (now Deutsche Bank) 1976 - 1999
US Treasury 1970 - 1976
Skills
Private Banking, Capital Markets, Management, Operational Risk, Business Strategy, Fixed Income, Risk Management, Banking, Financial Services, AML, Investment Banking, Portfolio Management, Financial Risk
Education
The George Washington University 1970 — 1976
M.A., Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1963 — 1965
M.A., International Relations&Economics
Yale University 1958 — 1963
Bachelor of Arts (BA), Psychology
Ridgewood high school 1955 — 1958
h.s., college prep
Braconier Mechanical and Plumbing Co., Inc. February 2013 - July 2015
Promontory Financial Group, LLC January 2012 - January 2013
Bloomberg LP January 2011 - December 2011
Law Office of Joshua P. Moehle August 2010 - January 2011
ERF Wireless, Inc June 2008 - July 2010
ERF Wireless October 2007 - June 2008
Competative Consulting September 2007 - October 2007
Skills
Legal Research, Legal Writing, Strategic Planning, Legal Issues, Westlaw, Commercial Litigation, Litigation, Corporate Law, Legal Assistance, Mediation
Education
Valparaiso University School of Law 2004 — 2007
Juris Doctor, Law
St. Edward's University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Banc Home Loans September 2014 - Present
Promontory Financial Group, LLC November 2011 - March 2013
Ovation Home Loans September 2010 - August 2011
Nations Direct Mortgage December 2007 - August 2010
New Century Mortgage 1996 - 2007
Skills
Banking, Mortgage Lending, Mortgage Banking, Strategic Planning, FHA, Loan Origination, Loans, Refinance, Residential Mortgages, Credit, Underwriting, Loss Mitigation, Mortgage Underwriting, Real Estate, Mortgage Servicing, Investment Properties, Finance, Risk Management, Reverse Mortgages, FHA financing, Financial Services, Loan Servicing, VA loans, Credit Analysis, Financial Risk, USDA, Commercial Lending, Training
Education
Riverside Community College 1981 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Promontory Financial Group, LLC April 2015 - Present
TD September 2013 - March 2015
Capital One November 2011 - August 2013
Capital One January 2010 - November 2011
Capital One June 2006 - December 2009
Anheuser-Busch March 2005 - March 2006
Essar Oil Limited June 2002 - July 2004
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Strategic Financial..., Analysis, Variance Analysis, Accounting, Budgets, Analytics, Financial Risk, Management, Investments, Credit Risk, Treasury Management, Strategic Planning, Treasury, P&L, Executive Management, Capital Budgeting, Valuation, Corporate Finance, Financial Planning
Education
The College of William and Mary - The Mason School of Business 2004 — 2006
MBA
Symbiosis Center for Management & HRD 2000 — 2002
Post Graduate Diploma in Management
Sri Venkateshwara College 1996 — 1999
B.COM (Hons)
Vallen Advisors, LLC March 2013 - Present
PwC Consulting May 2011 - March 2013
Vallen Investment Advisors January 2009 - April 2011
Promontory Financial Group, LLC 2010 - 2011
FORT Investment Management May 2008 - December 2008
Fannie Mae September 2005 - May 2008
Telluride Asset Management April 2004 - August 2005
The Blackstone Group July 2003 - April 2004
GMAC November 2000 - July 2003
Capital Research & Trading May 1999 - August 2000
Skills
Portfolio Management, Market Risk, Risk Management, Capital Markets, Asset Management, Trading, Derivatives, ALM, Credit Risk, Asset Managment, Hedging, Options, Financial Risk, Rates, Fixed Income, Funding, Banking, Valuation, Mutual Funds, Financial Modeling, Investment Banking, Structured Products, Financial Markets, Bonds, Equities, Bloomberg, Investments, Hedge Funds, Securities, Securitization, Emerging Markets, Quantitative Finance, Financial Structuring, Trading Systems, Credit Analysis, Private Equity, Interest Rate..., Treasury, Corporate Finance, Credit Derivatives, Operational Risk, Alternative Investments, Credit, Commodity, Basel II, Treasury Management, FX Options, Quantitative Analytics, Financial Services, Equity Derivatives
Education
San Diego State University-California State University 1978 — 1980
BS, Finance
Shapiro, Fishman, & Gache, LLP June 2013 - January 2015
Promontory Financial Group, LLC 2012 - January 2013
Jacksonville Area Legal Aid, Inc. February 2013 - 2013
Parker & DuFresne, P.A. 2013 - 2013
Wells Fargo October 2012 - December 2012
Goldman Sachs 2007 - 2007
New Century Mortgage 2005 - 2007
HSBC Mortgage Services 2003 - 2005
HSBC 2003 - 2005
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Credit, Due Diligence, Underwriting, Residential Mortgages, Risk Management, Real Estate, Investments, Asset Management, Strategic Planning, Loan Origination, Mortgage Underwriting, Management, Leadership, Credit Analysis, Strategic Financial..., Process Improvement, Legal Research, Legal Writing, Public Administration, Project Management, Project Planning, Court Proceedings, Foreclosures, Foreclosure Defense, Bankruptcy, Mortgage Servicing, Westlaw, Loan Servicing, Finance, FHA, Loss Mitigation, Financial Risk
Education
Florida Coastal School of Law 2009 — 2012
Juris Doctorate
State University of New York at Buffalo 1997 — 2001
B.A. Geography
US Securities and Exchange Commission May 2013 - Present
Promontory Financial Group, LLC January 2012 - January 2013
NRT Reoexperts, LLC July 2011 - October 2011
Watson Title Insurance Inc. February 2008 - May 2011
Shendell & Pollock, PL September 2007 - February 2008
Sunrise Title Inc. November 1998 - January 2007
United States Air Force December 1991 - December 1993
Skills
Short Sales, REO, Real Estate, Mortgage, Excel, Title Insurance, First Time Home Buyers, FHA, VA, Refinance, Mortgage Lending, Conventional, Purchase, Loans, Residential, Investment Properties, Investors, Property Management, Negotiation, Compliance, Single Family Homes, Investments, Problem Solving, Closings, Word, Budgeting, Notary Public, Condos, PowerPoint, Credit, Mortgage Banking, Underwriting, Real Estate Transactions, Funding, Access, Mortgage Industry, Asset Management, Insurance, Outlook, Financial Analysis, Strategic Planning, ACRIS (New York State), PACER, Westlaw, Lexis Nexis, AACER, LPS Desktop, Equator, Axcelerate by Recommind, Commercial Real Estate
Education
St. Thomas University 1994 — 1998
Bachelor of Arts (B.A.), Political Science, 3.0
Drama Desk Awards June 2014 - Present
Interludes (www.adriandimanlig.com) January 2014 - Present
Promontory Financial Group, LLC March 2009 - January 2014
Joseph Jefferson Awards December 2005 - June 2009
JPMorgan Chase & Co. June 2001 - May 2008
"The Sparrow" September 2007 - December 2007
Skills
Portfolio Management, Investment Banking, Securitization, Credit, Financial Services
Education
The University of Chicago 1997 — 2001
BA
The London School of Economics and Political Science (LSE) 1999 — 2000
The General Course
Promontory Financial Group, LLC August 2015 - Present
Clayton Fixed Income Services 2014 - 2015
Clayton Fixed Income Services 2011 - 2014
Clayton Fixed Income Services 2007 - 2011
Clayton Fixed Income Services 2006 - 2007
Clayton Fixed Income Services 2004 - 2006
Commercial Federal Bank 2001 - 2004
Skills
Mortgage Lending, Mortgage Banking, Portfolio Management, Loans, Risk Management, Banking, Fixed Income, Process Improvement, Credit Risk, Financial Risk, Finance, Securities, Loan Origination, Analysis, Credit Analysis, Risk Analysis, Financial Modeling, Asset Management, Underwriting, Capital Markets, Credit, Financial Analysis, Financial Services, Due Diligence, Equities, Business Analysis, Investments, Mortgage Servicing, Wealth Management
Education
University of Colorado Boulder 1996 — 2001
Bachelor of Arts (B.A.), Communications
University of Colorado at Boulder 1996 — 2001
Bachelor of Arts (BA), Communications
Treliant Risk Advisors May 2014 - Present
Navigant May 2014 - September 2014
Promontory Financial Group, LLC November 2011 - January 2013
1st Mariner Bank October 2006 - November 2011
Skills
Credit, Mortgage Lending, Public Speaking, Strategic Planning, Loans, Project Management, Non-profits, FHA, Customer Service, Fundraising, Banking, Community Development, Mortgage Banking, Public Relations, Program Management, Refinance, Social Media, Risk Management, Residential Mortgages, Fraud, Mortgage Servicing, Loss Mitigation, Financial Structuring, AML, Loan Servicing, Investments, Analysis, Retail Banking, Credit Analysis, Commercial Lending, Funding, Financial Risk, Real Estate, Executive Management, Underwriting, Asset Management, Loan Origination, Consumer Lending, Operational Risk, Capital Markets, Financial Analysis, Due Diligence, Real Estate Economics, Credit Risk, Mortgage Underwriting, Financial Institutions, Finance, Portfolio Management, Nonprofits, Foreclosures
Education
Towson University 1976 — 1980
Bachelors of Science, Mass Communication/Media Studies
Garrison Jr. High
Cantafio Hammond PC May 2013 - Present
Colorado Lawyers for Colorado Veterans April 2012 - Present
Promontory Financial Group, LLC April 2012 - January 2013
Vermont Law School August 2007 - May 2011
Institute for Energy and the Environment at Vermont Law School 2010 - 2011
U.S. Senator Bernie Sanders January 2010 - May 2010
Connecticut Fund for the Environment May 2009 - August 2009
Skills
Environmental Awareness, Energy Law, Negotiation, Renewable Energy, Energy, Mediation, Environmental Law, Contract Negotiation, Research, Policy, Non-profits, Environmental Policy, Public Policy, Legislation, Policy Analysis, Environmental Science, Legal Research, Legal Writing, Sustainability, Arbitration, Legal Issues, Hearings, Nonprofits
Education
Vermont Law School 2007 — 2011
Juris Doctor and Masters in Environmental Law and Policy, Studying: Energy Law, Water Law, Corporate Law, Environmental Law
Southern Methodist University 2003 — 2007
BS, Environmental Science with Biology Emphasis
BlackRock July 2015 - Present
Promontory Financial Group, LLC July 2009 - July 2015
FDIC/OTS March 2003 - July 2009
Dresdner Kleinwort Wasserstein 2001 - 2003
Goldman Sachs/Salomon Smith Barney 1999 - 2001
Skills
Capital Markets, Market Risk, ALM, Derivatives, Risk Management, Basel II, Financial Risk, Enterprise Risk..., Bloomberg, Valuation, Credit Risk, Financial Modeling, Fixed Income, Due Diligence, Equities, Banking, Portfolio Management, Investment Banking, Financial Services, Securities, AML, Financial Analysis
Education
Stanford University 1998 — 1999
BS, Statistics
Columbia University 1997 — 1999
MBA, Finance
University of California, Berkeley 1991 — 1994
BS, Electrical Engineering
Thomas Pollart & Miller LLC July 2014 - Present
McDivitt Law Firm, P.C. March 2012 - January 2014
Promontory Financial Group, LLC September 2011 - March 2012
Prosecution Assistance Program, University of Wyoming College of Law January 2011 - May 2011
George Hopper Law Library 2009 - 2011
Fourth Judicial District Attorney's Office, Colorado May 2010 - July 2010
Daniel, Thom & Katzman, P.C. July 2001 - July 2008
Skills
Legal Research, Legal Writing, Westlaw, Criminal Law, Courts, Legal Assistance, Litigation, Appeals, Document Review, Civil Litigation, Hearings, Litigation Support, Legal Issues, Lexis, Motions
Education
University of Wyoming College of Law 2008 — 2011
J.D., Law
St. Cloud State University 1995 — 1999
B.A., Criminal Justice
Promontory Financial Group, LLC October 2013 - Present
Clayton November 2012 - October 2013
Clayton December 2009 - November 2012
Clayton October 2006 - December 2009
Clayton September 2005 - October 2006
Skills
Portfolio Management, Valuation, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Due Diligence, Mortgage Lending, Securities, Loans, Risk Management, Credit Analysis, Capital Markets, Finance, Credit Risk, Equities, Banking, Strategy, Business Development, Business Process
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance and Human Resource Management
Promontory Financial Group, LLC June 2014 - August 2014
Deutsche Bank Securities July 2011 - August 2013
Deutsche Bank Securities June 2010 - August 2010
Skills
Capital Markets, Securitization, ABS, Financial Modeling, Valuation, Fixed Income, Structured Products, Structured Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Stanford University 2013 — 2014
Master of Arts (MA), Public Policy
Stanford University 2007 — 2011
BA, Economics, Physics minor
Scarsdale High School 2003 — 2007
Promontory Financial Group, LLC September 2009 - Present
United States Bankruptcy Court for the Eastern District of Virginia August 2008 - December 2008
LeClair Ryan PC May 2008 - July 2008
Education
Columbia University - Graduate School of Arts and Sciences
MA
Hathaway Brown
Tufts University
BA
University of Richmond School of Law
JD
Randstad Technologies US May 2015 - Present
Promontory Financial Group, LLC April 2009 - April 2015
Macquarie Bank April 2007 - April 2009
Goldman Sachs November 2000 - April 2007
Skills
Active Directory, Technical Support, Blackberry Enterprise..., Networking, Laptops, Citrix, Windows 7, Printers, Software Installation, Hardware, Help Desk Support, Access, System Administration, VPN, Windows Server, Computer Hardware, Help Desk Management, Service Desk, Blackberry, XP, Troubleshooting, VoIP, Disaster Recovery, Windows XP, Vendor Management, Remote Access, Desktop Support, Remedy, A+ Certified, NT 4.0, Peripherals, Group Policy, Antivirus, Cabling, IT Operations, System Deployment, ITIL Implementation
Education
Queens College 2003 — 2009
Bachelor, Sociology
Opus Bank March 2013 - Present
OneWest Bank February 2013 - March 2013
Promontory Financial Group, LLC July 2012 - January 2013
KeyBank Real Estate Capital November 2008 - June 2010
KeyBank Real Estate Capital December 2007 - November 2008
KeyBank Real Estate Capital March 2007 - December 2007
CitiCapital Franchise Finance April 2001 - March 2007
Skills
Credit Analysis, Loans, Credit, Banking, Commercial Banking, Commercial Lending, Due Diligence, Loss Mitigation, Mortgage Lending, REO, Risk Management, Loan Origination, Portfolio Management, Credit Risk, Financial Analysis, Underwriting
Education
San Diego State University-California State University 1993 — 1998
Promontory Financial Group, LLC July 2015 - Present
Skills
Fundraising, Spanish, Data Analysis, Financial Modeling, Valuation, Non-profits, Nonprofits, Policy Analysis, Public Policy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (M.A.)
University of Notre Dame 2006 — 2010
Bachelor of Arts
Pontificia Universidad Católica 2009 — 2009
Racey Gardens Urban Homestead CSA Program February 2013 - Present
The Denver Post February 2013 - December 2013
Promontory Financial Group, LLC October 2012 - January 2013
Stand for Children June 2011 - September 2012
Fulbright March 2010 - January 2011
Lucile's Creole Cafe May 2007 - February 2010
El Colegio Americano de Puebla January 2009 - April 2009
UCSU Executive Staff September 2006 - May 2007
Skills
Spanish, Community Outreach, Parent Education, Intercultural..., Event Planning, Training & Development, Advocacy, Research, Public Relations, Strategic Planning, Gardening, Grant Writing, Public Policy, Group Therapy, Public Speaking, Social Work
Education
University of Colorado Boulder 2003 — 2007
B.A., Environmental Studies, Peace and Conflict Studies
School for International Training 2006 — 2006
Promontory Financial Group, LLC 2012 - Present
Education
Reed College 2007 — 2009
The Johns Hopkins University 2005 — 2007
CITYterm
Greentree Mortgage Services June 2014 - October 2014
Fannie Mae 2014 - 2014
Citi March 2013 - 2014
JPMorgan Chase March 2010 - December 2012
Promontory Financial Group, LLC December 2011 - January 2012
Bank of America June 2009 - March 2010
Skills
Strong work ethic and..., •Strong work ethic and...
Education
Tarrant County College 2011 — 2016
Associate's degree, Accounting and Finance, 3.0
Promontory Financial Group, LLC December 2011 - Present
City National Bank October 2010 - December 2011
CEO Space May 2009 - May 2009
First Federal Bank of California 2008 - 2009
Wells Fargo Home Mortgage 2003 - 2004
Washington Mutual March 1992 - October 2003
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Underwriting, Finance, Credit Risk, Loan Origination, Coaching, Executive Management, Banking, Financial Risk, Commercial Lending, Funding, Small Business Lending, Due Diligence, Investments, Risk Management, Leadership, Refinance, Retail Banking, Cash Management, Asset Management, VA loans, Mergers & Acquisitions, FHA financing, Residential Mortgages, Small Business, Commercial Banking, Financial Services, Mortgage Underwriting, Loan Servicing, Mortgage Servicing, Financial Structuring, Real Estate Financing, USDA, Relationship Management, Sales Management, Strategic Financial..., Financial Analysis, Portfolio Management, Customer Service, Business Planning, FHA, Consumer Lending, Loss Mitigation, Real Estate Economics
Education
University of Colorado Boulder
Accounting
HomeSmart Realty Group of Colorado December 2002 - Present
Promontory Financial Group, LLC July 2011 - January 2013
Integrated Asset Services July 2007 - July 2010
ServiceMagic April 2007 - July 2007
Great-West Healthcare September 2000 - May 2005
Clarion Mortgage July 1997 - May 2004
Southern Pacific Railroad September 1994 - December 1996
Skills
Loss Mitigation, REO, Real Estate, Foreclosures, Default, Short Sales, HUD, Real Estate Transactions, Mortgage Lending, Investment Properties, Property Management, Sellers, Investors, FHA, Residential Homes, Disposition, Single Family Homes, Asset Managment, Investments, Buyer Representation, First Time Home Buyers, Market Analysis, Listing Homes, Listings, CDPE, Multiple Listing Service, Selling Skills, Contract Negotiation, Asset Management, Loan Origination, Referrals, Negotiation, Condos, Buyers, Portfolio Management, Mortgage Banking, Property, Residential Mortgages, Valuation, Real Estate Development, Relocation, Mortgage Servicing, Commercial Real Estate, Real Estate Economics, Loans, Real Estate Financing, Brokerage, Appraisals, 1031 Exchanges, SFR
Education
Regis University 1991 — 1993
B.S., Finance
University of Denver 1988 — 1990
Transferred to Regis University
loanDepot LLC January 2014 - Present
Carrington Mortgage Services May 2012 - November 2013
Promontory Financial Group, LLC November 2011 - April 2012
First American Financial Corporation May 2009 - October 2011
American Home Mortgage Servicing February 2004 - 2009
Option One Mortgage May 2000 - January 2004
Skills
Foreclosures, REO, Referrals, Evictions, Sales, Contract Negotiation, Marketing, Portfolio Management, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, FHA, Residential Mortgages
Education
University of California, Irvine 2010 — 2012
Paralegal Certificate
The Maharaja Sayajirao University of Baroda
S.S.C
Promontory Financial Group, LLC July 2013 - Present
Promontory Financial Group, LLC December 2012 - Present
Promontory Financial Group, LLC April 2010 - December 2012
Promontory Financial Group, LLC February 2009 - March 2010
American Express March 2004 - February 2008
American Express September 2001 - March 2004
American Express International, Hong Kong November 1997 - September 2001
Skills
Operational Risk, Credit Cards, Operational Risk..., Risk Management, Financial Services, Enterprise Risk..., Financial Risk, Re-engineering, AML, Sarbanes-Oxley Act, Banking, Financial Analysis, Financial Modeling, Internal Audit, Internal Controls, Leadership, Management, Governance, Risk Assessment, Auditing
Education
University of Brighton 1982 — 1985
BA (Hons), Finance & Accountancy
Experis Finance January 2014 - Present
Mile High Chapter, American Red Cross June 2011 - Present
SLS August 2013 - October 2013
Promontory Financial Group, LLC July 2011 - January 2013
StarTek September 2010 - January 2011
TMG Marketing May 2009 - July 2010
MPEG LA October 2007 - February 2009
Qwest Communications March 2006 - December 2006
Qwest Communications September 2004 - March 2006
Qwest Communications May 2002 - September 2004
Skills
Process Improvement, Budgets, Performance Management, Call Center, Change Management, Management, Leadership, Program Management, Forecasting, Call Centers, Training, Risk Management, Strategy, Project Management, CRM, Quality Assurance, Customer Service, Due Diligence, Data Analysis, Coaching, Telecommunications, Financial Analysis, Banking, Strategic Planning, Sales, Mortgage Lending, Recruiting, Salesforce.com, Policy, Sales Management, Analysis, Operations Management, Vendor Management, Executive Management, Negotiation, Team Leadership, Customer Satisfaction, Finance, Interviews, Business Planning, PowerPoint, Business Process..., Customer Retention, Organizational..., Business Development, Team Building, Insurance, Portfolio Management, Customer Experience, Contract Negotiation
Education
University of Denver - Daniels College of Business 2005 — 2010
Masters in Accountancy
University of Denver 2005 — 2009
Masters, Organizational Leadership
University of Phoenix 2000 — 2002
Bachelor of Science, Business Administration
University of Nebraska at Kearney 1986 — 1991
Business Administration
Consumer Financial Protection Bureau (CFPB) September 2015 - Present
Promontory Financial Group, LLC August 2013 - Present
Consumer Financial Protection Bureau August 2011 - August 2013
Federal Reserve Bank of New York November 2010 - August 2011
Office of Thrift Supervision, US Dept. of the Treasury May 2007 - November 2010
BNY Mortgage Company October 2000 - May 2007
Alliance Funding, a Division of Superior Bank FSB 1997 - 2000
Skills
Financial Institutions, Risk Management, Financial Regulation, Enterprise Risk..., Banking, Credit Risk, Loans, Financial Risk, OFAC, Policy, Credit, Credit Analysis, Financial Analysis, Bank Secrecy Act, AML, Financial Services, Operational Risk, Fraud, Due Diligence, Bloomberg, Securities, Compliance, Internal Audit, Operational Risk..., Capital Markets, Mortgage Lending, KYC, Risk Assessment, Finance, USA PATRIOT Act, Commercial Banking, Portfolio Management, Underwriting, Commercial Lending, Internal Controls, Corporate Governance, Auditing, Cash Management, Consumer Lending, Investments, Analysis, Economics, Loan Servicing
Education
The College of New Jersey 1993 — 1997
B.A., Communications
HSBC July 2014 - Present
Promontory Financial Group, LLC April 2011 - July 2014
ServiceLink, part of the Fidelity National Financial Family March 2008 - December 2010
Hilltop Advisors 2010 - 2010
Webster Bank September 2005 - February 2008
Bank of America Mortgage September 1989 - April 2004
Skills
Management, Mortgage Lending, Loss Mitigation, CRM, Leadership, Mortgage Servicing, Mortgage Banking, Banking, Loan Servicing, Credit, Executive Management, Credit Analysis, Risk Management, Underwriting, Credit Risk, Loans, Loan Origination, Real Estate, Asset Management, Portfolio Management, Financial Analysis, Finance, Due Diligence, Financial Risk, Call Centers, Financial Services, Foreclosures, FHA, Default, USDA, Analysis
Education
State University of New York College at Buffalo 1982 — 1986
Bachelors, Business, Economics
Ocwen Financial Corporation - US July 2014 - Present
Bank of America July 2012 - January 2014
Promontory Financial Group, LLC October 2011 - July 2012
JPMorgan Chase & Co. May 2010 - May 2010
Fannie Mae April 2009 - October 2009
Citi November 2007 - April 2009
Skills
Customer Service, Leadership, Loan Servicing, Loss Mitigation, Microsoft Office, Relationship Management, Insurance, Marketing Strategy, Event Management, Research, Sales, PowerPoint, Team Building, Public Speaking, Social Media, Social Networking
Education
California Academy of Real Estate 2003 — 2003
Real Estate Law & Principles
Santa Monica College 2001 — 2002
Business Law
Promontory Financial Group, LLC August 2015 - Present
Promontory Risk Review, LLC May 2014 - August 2015
Colorado Judicial Branch October 2013 - May 2014
Colorado Judicial Branch March 2013 - October 2013
Special Counsel October 2012 - January 2013
Grimshaw & Harring, P.C. (now Spencer Fane & Grimshaw LLP) September 2011 - December 2011
US EPA Region 8 Office of Regional Counsel May 2011 - August 2011
Vermont Law School Environmental and Natural Resources Law Clinic January 2011 - May 2011
NYS Department of Environmental Conservation June 2010 - August 2010
Skills
Land Use, Legal Research, Legal Writing, Environmental Law, Westlaw, Litigation, Appeals, Public Policy, Policy Analysis, Document Drafting, Civil Litigation, Environmental Policy, Document Review, Environmental Awareness, Courts, Research, Environmental Issues, Legislative Relations
Education
Vermont Law School 2009 — 2012
J.D., Law, Cum Laude
University of Illinois at Chicago 2008 — 2009
N/A, Earth and Environmental Science
Rensselaer Polytechnic Institute 2002 — 2006
B.S., Biology, Cum Laude
Miller & Steiert PC February 2014 - Present
EXDO Management May 2012 - February 2014
Promontory Financial Group, LLC October 2011 - January 2013
US Senate 2010 - 2010
Skills
Legal Writing, Corporate Law, Legal Research, Intellectual Property, Due Diligence, Litigation, Commercial Litigation, Westlaw, Real Estate, Appeals
Education
University of Minnesota Law School 2008 — 2011
Doctor of Law (JD)
University of Colorado at Boulder 2004 — 2008
BA, Economics
University of Barcelona 2007 — 2007
Economics
Cherry Creek High School
Promontory Financial Group, LLC January 2013 - January 2013
Exterra Resources/Holt & Company (I) 2011 - 2011
Methner and Associates 2008 - 2010
Matrix Business Solutions, Inc. 1999 - 2008
USDA May 1997 - August 1997
Education
University of Denver College of Law
Doctor of Law (JD)
University of Denver, Graduate School of International Studies
International Relations and Affairs
University of Rochester
Bachelor of Arts (B.A.), Cultural Anthropology
The Center for Justice and Accountability October 2014 - Present
Promontory Financial Group, LLC December 2010 - Present
Grace Cathedral 2010 - Present
Pangaea Global AIDS Foundation 2004 - Present
Visa Inc. March 2007 - December 2009
Visa July 2000 - March 2007
Levi Strauss & Co. 1999 - 2000
DFS 1989 - 1999
Education
The University of Tokyo 1984 — 1985
Visiting Scholar
University of California, Davis - School of Law 1980 — 1983
Juris Doctorate
University of California, Berkeley 1974 — 1978
A.B.
CBRE March 2013 - Present
Promontory Financial Group, LLC May 2012 - January 2013
Colorado Bar Association December 2008 - April 2010
Skills
Nonprofits, Research, Legal Research, Editing, Event Planning
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2003
Master of Business Administration (MBA)
University of Colorado School of Law 1999 — 2003
J.D.
Trinity University 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
Cypress Resources February 2015 - Present
Chase 2014 - 2015
Chase May 2013 - February 2014
Wingspan Portfolio Advisors February 2013 - August 2013
Promontory Financial Group, LLC October 2011 - January 2013
TCBA 2010 - 2011
GreenPoint Mortgage 2005 - 2007
GreenPoint Mortgage 2005 - 2007
Skills
Banking, Financial Analysis, Leadership, Portfolio Management, Project Management, Microsoft Office, Credit Risk, Microsoft Excel, Team Building, Risk Management, Retail Banking, Management, Financial Risk, Cash Management, Software Documentation, Training, Sales, Outlook, Credit Cards, Human Resources, Aml, Anti Money Laundering, Enhanced Due Diligence, Banking Compliance, KYC, Fraud Detection, Fraud Investigations, Regulatory Compliance, Complaint Management, Mortgage Industry, Mortgage Banking, Mortgage Underwriting, Due Diligence, Customer Service, Financial Services, Consumer Lending, Loss Mitigation, Finance
Education
University of Central Oklahoma 1981 — 1995
Finance and Financial Management Services
ACAMS
University of Central Oklahoma
Bachelor of Science (B.S.), Banking and Financial Support Services
OptumInsight April 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
Deutsche Bank May 2010 - August 2012
Hyundai Capital America December 2008 - April 2010
The Orange County Register July 2007 - December 2008
Western Medical Management October 2005 - July 2007
Skills
Vendor Management, Risk Management, Financial Analysis, Business Analysis, Analytics, SDLC, Access, Call Center, Banking, Strategic Planning, Project Management, Process Improvement, Quality Assurance, Call Centers, Forecasting, Analysis, Microsoft Excel
Education
University of California, Riverside 2000 — 2004
Bachelors of Science, Statistics with Quantitative Management
Western Union March 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
Cal PERS June 2010 - October 2011
Morgan Stanley March 2010 - June 2010
Intel Corporation May 2007 - August 2008
Skills
Data Analysis, Data Mining, Statistical Package R, Matlab, Statistics, MySQL, Programming, Statistical Data..., Unsupervised Learning, Bash, Mac OS X, Windows, Statistical Modeling, Unix, Machine Learning, supervised learning, Objective-C, python, Octave, Reinforcement Learning, Artificial Neural..., gradient descent, R
Education
University of California, Davis 2008 — 2012
BS, Statistics
Promontory Financial Group, LLC September 2015 - Present
Skills
Coaching, Talent Acquisition, Project Management, Contract Management, Analysis, Aircraft, Budgets, Leadership Development, Microsoft Office
Education
University of Delaware 1999 — 2003
Bachelor of Arts
Colorado Energy Office January 2013 - Present
Promontory Financial Group, LLC August 2011 - January 2013
COSEIA September 2010 - April 2011
U.S. Environmental Protection Agency May 2010 - August 2010
Natural Resources Law Center March 2009 - May 2010
Denver District Court September 2009 - December 2009
National Wildlife Federation September 2009 - December 2009
Skills
Environmental Awareness, Environmental Law, Administrative Law, Energy Policy, Appeals, Climate Change, Solar Energy, Energy, Renewable Energy, Public Speaking, Sustainability, Analysis, Alternative Fuel..., Energy Law, Corporate Law, Due Diligence, Litigation
Education
University of Colorado School of Law 2008 — 2011
Juris Doctorate and Graduate Energy Certificate
Syracuse University 2002 — 2006
B.A., Economics
Eveve Ltd January 2015 - Present
Conexiant Telecom January 2012 - December 2014
Promontory Financial Group, LLC 2012 - 2013
Oklahoma and Denver County D.A. May 2009 - December 2011
Oklahoma Bar Association May 2010 - August 2011
Colorado Bar Association May 2010 - August 2011
Brican Corporation September 2004 - November 2006
Cbeyond January 2004 - September 2004
Skills
Start-ups, Telecommunications, Business Development, Strategic Partnerships, Strategic Planning, Sales, SaaS, Marketing, Leadership, Networking, New Business Development, Account Management
Education
University of Denver - Sturm College of Law 2011 — 2012
Law
OCU School of Law 2008 — 2011
Doctor of Law (J.D.)
Trinity University 1999 — 2003
BA Economics & History
KPMG US January 2015 - Present
The Law Office of Cristilli and Cristilli January 2013 - December 2014
Promontory Financial Group, LLC June 2012 - January 2013
Promontory Financial Group, LLC September 2011 - June 2012
The Law Firm of Cristilli & Cristilli August 2010 - October 2011
Kerry Steigerwalt's Pacific Law Center June 2009 - June 2010
Alliance Law Center June 2008 - May 2009
San Diego County Public Defender March 2008 - November 2008
Skills
Litigation, Motions, Loans, Chapter 7, Bankruptcy, Civil Litigation, Chapter 13 Bankruptcy, Legal Writing, Trials, Westlaw, Personal Injury, Mediation, Courts, Commercial Litigation, Legal Research
Education
Thomas Jefferson School of Law 2005 — 2008
Doctor of Law (J.D.), Law
SIERRA NEVADA COLLEGE 2000 — 2004
Bachelor of Arts Degree, Psychology
Catholic Health Initiatives June 2015 - Present
Tier1 Sports & Entertainment, LLC. October 2013 - Present
Colorado Department of Health Care Policy and Financing February 2013 - June 2015
Promontory Financial Group, LLC July 2012 - January 2013
N/A January 2012 - July 2012
District Attorney's Office June 2010 - May 2011
Gablehouse Calkins & Granberg LLC June 2009 - May 2010
US Army May 2001 - March 2005
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Mediation, Courts, Criminal Law, Appeals, Legal Assistance, Contract Law, Contract Management, Foreclosures, Legal Advice, Government Contracting, Government Procurement, Governmental Affairs, Sports, Contract Negotiation
Education
University of Denver College of Law 2008 — 2011
Juris Doctor
University of Denver 2006 — 2008
Bachelor of Arts, Political Science, Anthropology
Urban Lending Solutions March 2013 - February 2014
Clayton January 2013 - March 2013
Promontory Financial Group, LLC September 2011 - January 2013
Skills
Loan Servicing, Loans, Mortgage Lending, Policy, Risk Assessment
Education
University of Colorado Denver 2009 — 2011
Bachelor of Arts (B.A.), Psychology, 3.67 GPA
Capital Group November 2013 - Present
Time Warner Cable September 2013 - November 2013
AutoTrader.com February 2013 - July 2013
Promontory Financial Group, LLC September 2012 - January 2013
Nexon Publishing North America October 2011 - September 2012
Oversee.net August 2010 - September 2011
Stamps.com December 2008 - August 2010
EarthLink September 1999 - December 2008
Skills
•Access •Advanced..., •Outlook •Perforce •..., Analytics, Databases, SQL, Data Warehousing, Microsoft SQL Server
Education
San Francisco State University 1996 — 1999
Bachelor of Arts (B.A.), Broadcast and Electronic Communication Arts, 3.6
LenderLive Network June 2014 - Present
Promontory Financial Group, LLC August 2011 - June 2014
Loviscky & Associates November 2007 - November 2010
Colorado Division of Gaming April 1998 - August 2004
Skills
Management, Finance, Auditing, Analyst Relations, Litigation, Legal Research, Civil Litigation, Analysis, Internal Controls, Negotiation, Policy, Access, Microsoft Excel, Due Diligence, Mortgage Lending, Financial Analysis, Banking, Risk Management, Microsoft Office, Financial Services, Loans
Education
Pennsylvania State University, University 1993 — 1997
B.A; B.A, Communications; Economics
Seattle University School of Law
Juris Doctor, Law
Western Union May 2014 - Present
Kelly March LLC 2013 - Present
Colorado State Judicial Branch- 20th Judicial District April 2013 - October 2013
Promontory Financial Group, LLC June 2011 - January 2013
Reilly Pozner LLP January 2010 - June 2011
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Corporate Law, Civil Litigation, Mediation, Courts, Due Diligence, Criminal Law, Commercial Litigation, Bankruptcy
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctor, International Law
University of Colorado at Boulder 2000 — 2004
Bachelor of Arts (B.A.), Political Science, International Affairs, French
Colorado Access January 2014 - Present
United States Attorney's Office - District of Colorado February 2013 - January 2014
University of Denver, Westminster Law Library September 2012 - January 2014
Promontory Financial Group, LLC October 2012 - January 2013
Denver District Court August 2012 - October 2012
Civil Rights Clinic, University of Denver Student Law Office August 2011 - May 2012
Sturm College of Law Asylum Practicum May 2011 - February 2012
Office of the Adminstrative Courts, Colorado May 2011 - July 2011
Denver District Court January 2011 - May 2011
Karla Simon, The Columbus School of Law May 2010 - July 2010
Skills
Legal Writing, Lexis, Westlaw, Legislative Research, Legal Research, International Law, Immigration Law, Legal Research Skills, Refugee Law, Corporate Law, Health Law, Telehealth, Medicaid Managed Care, Corporate Governance, Asset-backed..., Residential Mortgages, Relativity, Due Process, Asylum Law, Immigration Issues, Eighth Amendment, Prisoners' Rights, Foreclosures, Loan Modifications, Collateralized Debt..., Credit Ratings Agencies, Government Contracting, Civil Litigation
Education
University of Denver - Sturm College of Law 2010 — 2012
Doctor of Law (J.D.)
The Catholic University of America, Columbus School of Law 2009 — 2010
Law
The George Washington University, Elliott School of International Affairs 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Affairs, Magna cum laude
Robert Half International September 2012 - January 2013
Promontory Financial Group, LLC 2012 - 2013
Skills
Mortgage Lending, Coaching, Insurance
Education
Texas A&M University-Commerce 2004 — 2009
Bachelor of Science (BS), Kinesiology and Exercise Science
Tarleton State University 2007 — 2008
Promontory Financial Group, LLC October 2014 - March 2015
Crime Prevention and Control Commission June 2014 - July 2014
Machol & Johannes, LLC October 2013 - March 2014
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Teamwork, Microsoft Office, Research, Microsoft SQL Server, Statistical Data...
Education
University of Denver 2012 — 2014
Master of Science (MS), Business Intelligence
Promontory Financial Group, LLC 2011 - 2013
Option One Mortgage February 2008 - October 2011
Education
University of California, Irvine
Center for Employment Opportunities July 2013 - Present
The DLJ Law Firm, P.C. June 2013 - July 2013
JOSE GARAY, APLC February 2013 - June 2013
Promontory Financial Group, LLC September 2012 - January 2013
A New Way of Life Reentry Project April 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
UCLA School of Law 2008 — 2011
Doctor of Law (J.D.), Critical Race Studies
Tufts University 2002 — 2003
Master of Arts and Teaching (M.A.T), Secondary Education and Teaching
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
Promontory Financial Group, LLC June 2010 - June 2015
Education
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.)
Williams College 2006 — 2010
Bachelor of Arts (BA), Mathematics and Psychology
Western Union July 2013 - Present
Promontory Financial Group, LLC September 2012 - January 2013
Hoet, Pelaez, Castillo & Duque June 2011 - August 2011
Education
University of Denver - Sturm College of Law 2009 — 2012
Doctor of Law (JD)
University of Illinois at Chicago
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies - Psychology
Premier America Credit Union 2015 - Present
Intuit November 2013 - August 2014
Promontory Financial Group, LLC March 2012 - October 2013
Wells Fargo Home Mortgage November 2010 - December 2011
Mortgage Outreach Services August 2009 - October 2010
Bank of America April 2009 - August 2009
Association Lien Services November 2008 - April 2009
Washington mutual April 2008 - July 2008
Countrywide Home Loans September 2001 - December 2007
Skills
Mortgage Underwriting, Mortgage Lending, Mortgage Servicing, Loss Mitigation, Loan Modifications, Foreclosures, Quality Auditing, Compliance, Regulatory Requirements, Loans, Credit, Underwriting, Default, Financial Risk, Loan Origination, Credit Analysis, Finance, FHA
Education
University of California, Los Angeles
Metro Volunteer Lawyers November 2013 - Present
Fair Oaks Consulting. LLC 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
University of Colorado Civil Practice Clinic August 2010 - July 2011
Colorado Supreme Court November 2010 - March 2011
Immigrant Legal Center of Boulder County January 2010 - June 2010
University of Denver Office of the Registrar September 2003 - August 2008
University of Denver June 2006 - October 2006
Education
University of Colorado School of Law 2008 — 2011
Doctor of Law (JD), Law
University of Denver 2003 — 2008
Bachelor of Arts (B.A.), Political Science, International Studies, Magna Cum Laude
University of Denver 2003 — 2008
Master of Arts (M.A.), International Development and Human Rights