Advent Financial Services
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Advent Financial Services Employees
Employee
Years
Job
Industry
Mechelle Oliver Mechelle Oliver's Advent Financial Services Experience December 2013 - March 2014
Job Seeking Fulltime Employment
Industry Hospital & Health Care
Experience
Ambient Healthcare June 2015 - Present
Transpirus April 2015 - May 2015
Coast Dental Corporate Office May 2013 - February 2015
Advent Financial Services December 2013 - March 2014
UMA Ultimate Medical Academy June 2013 - October 2013
CareCentrix November 2011 - May 2012
Quest Diagnostics Employer Solutions May 2004 - October 2009
Skills
HIPAA, Healthcare, Medical Terminology, Healthcare Management, Hospitals, Medicare, Home Care, Medical Billing, Healthcare Information..., Data Entry, EMR, Dental Insurance, Dental Care, Insurance Claims, Workers' Compensation..., Home Infusion, Call Centers, Team Leadership, Nursing, Medicaid, Medical Coding, Insurance, Medical Records, Invoicing, Physicians
Education
Quinsigamond Community College 2000 — 2002
Associate's Degree, Health/Health Care Administration/Management
Ambient Healthcare June 2015 - Present
Transpirus April 2015 - May 2015
Coast Dental Corporate Office May 2013 - February 2015
Advent Financial Services December 2013 - March 2014
UMA Ultimate Medical Academy June 2013 - October 2013
CareCentrix November 2011 - May 2012
Quest Diagnostics Employer Solutions May 2004 - October 2009
Skills
HIPAA, Healthcare, Medical Terminology, Healthcare Management, Hospitals, Medicare, Home Care, Medical Billing, Healthcare Information..., Data Entry, EMR, Dental Insurance, Dental Care, Insurance Claims, Workers' Compensation..., Home Infusion, Call Centers, Team Leadership, Nursing, Medicaid, Medical Coding, Insurance, Medical Records, Invoicing, Physicians
Education
Quinsigamond Community College 2000 — 2002
Associate's Degree, Health/Health Care Administration/Management
Duwan Hardge, AAP Duwan Hardge, AAP's Advent Financial Services Experience June 2013 - July 2014
Job Electronic Payments Expert
Industry Financial Services
Experience
Federal Reserve Bank of Kansas City June 2015 - Present
Shaw Electric Company September 2014 - May 2015
Advent Financial Services June 2013 - July 2014
Advent Financial Services May 2012 - July 2014
UMB Bank September 2011 - May 2012
UMB Bank December 2007 - May 2012
UMB Bank December 2007 - November 2008
UMB Bank December 2005 - December 2007
UMB Bank March 2001 - December 2005
Skills
Banking, Risk Management, Leadership, Credit Cards, Internet Banking, Credit, Commercial Banking, Commercial Lending, Team Building, Vendor Management, Management, Sales, ACH, Business Analysis, Strategic Planning, Financial Analysis, Process Improvement, Loans, Retail Banking, Leadership Development, Portfolio Management, Visio, Credit Analysis, Operations Management, Finance, Strategy, Prepaid Cards, Executive Management, Product Management, Analysis, Cash Management, Treasury Management, Financial Services, Program Management, Business Strategy, Project Management, Integration, Payments, Call Centers, Relationship Management, Internal Audit, Global Regulatory..., Merchant Card Processing, Treasury Services, Business Development, Financial Modeling, C-Level Relationships, C-Level Negotiations, C-Level Consulting
Education
University of Missouri-Kansas City 2001 — 2005
Liberal Arts and Sciences/Liberal Studies
Longview Community College 1997 — 2001
Pre Engineering
Federal Reserve Bank of Kansas City June 2015 - Present
Shaw Electric Company September 2014 - May 2015
Advent Financial Services June 2013 - July 2014
Advent Financial Services May 2012 - July 2014
UMB Bank September 2011 - May 2012
UMB Bank December 2007 - May 2012
UMB Bank December 2007 - November 2008
UMB Bank December 2005 - December 2007
UMB Bank March 2001 - December 2005
Skills
Banking, Risk Management, Leadership, Credit Cards, Internet Banking, Credit, Commercial Banking, Commercial Lending, Team Building, Vendor Management, Management, Sales, ACH, Business Analysis, Strategic Planning, Financial Analysis, Process Improvement, Loans, Retail Banking, Leadership Development, Portfolio Management, Visio, Credit Analysis, Operations Management, Finance, Strategy, Prepaid Cards, Executive Management, Product Management, Analysis, Cash Management, Treasury Management, Financial Services, Program Management, Business Strategy, Project Management, Integration, Payments, Call Centers, Relationship Management, Internal Audit, Global Regulatory..., Merchant Card Processing, Treasury Services, Business Development, Financial Modeling, C-Level Relationships, C-Level Negotiations, C-Level Consulting
Education
University of Missouri-Kansas City 2001 — 2005
Liberal Arts and Sciences/Liberal Studies
Longview Community College 1997 — 2001
Pre Engineering
Cassaundra Craddock-Humphrey Cassaundra Craddock-Humphrey's Advent Financial Services Experience December 2013 - July 2014
Job Development QA Specialist at Card Compliant
Industry Information Technology and Services
Experience
Card Compliant July 2014 - Present
Advent Financial Services December 2013 - July 2014
H&R Block January 2001 - April 2014
H&R Block October 2001 - May 2013
Skills
Quality Assurance, Tax Accounting, Quality Center, Tax Preparation, Test Cases, Income Tax, Test Planning, Regression Testing, Software Quality..., Accounts Payable, Accounts Receivable, Bookkeeping, Tax Returns, Customer Service, Customer Retention, Customer Support, Fraud Detection, Budget Setting, fraud, Fraud, Business Analysis
Education
Everest University-Tampa 2010 — 2013
Associate of Science (A.S.), Accounting
Longview Community College 2007 — 2007
Card Compliant July 2014 - Present
Advent Financial Services December 2013 - July 2014
H&R Block January 2001 - April 2014
H&R Block October 2001 - May 2013
Skills
Quality Assurance, Tax Accounting, Quality Center, Tax Preparation, Test Cases, Income Tax, Test Planning, Regression Testing, Software Quality..., Accounts Payable, Accounts Receivable, Bookkeeping, Tax Returns, Customer Service, Customer Retention, Customer Support, Fraud Detection, Budget Setting, fraud, Fraud, Business Analysis
Education
Everest University-Tampa 2010 — 2013
Associate of Science (A.S.), Accounting
Longview Community College 2007 — 2007
Cindy Berry Cindy Berry's Advent Financial Services Experience October 2013 - Present
Job Customer Support Manager at Advent Financial Services
Industry Financial Services
Experience
Advent Financial Services October 2013 - Present
Genesis Financial Management June 2013 - October 2013
Virginia College December 2011 - May 2013
Genesis Financial Management December 2008 - December 2011
Avaya January 2003 - January 2008
Opinion Access Corporation January 2002 - January 2003
Westaff January 2001 - December 2001
Customer Comunications Center, Inc January 1997 - January 2000
Riverhills Christian Day Care January 1993 - January 1997
Skills
Training, Recruiting, Human Resources, Call Centers, Coaching, Customer Satisfaction, Analysis, Quality Assurance, Sales, Time Management, Customer Service, Networking, Payroll, Proposal Writing, Workforce Management, Leadership, Employee Training, Team Building, Team Leadership, CRM
Education
Riverhills Christian School
University of Phoenix
University of South Florida
Advent Financial Services October 2013 - Present
Genesis Financial Management June 2013 - October 2013
Virginia College December 2011 - May 2013
Genesis Financial Management December 2008 - December 2011
Avaya January 2003 - January 2008
Opinion Access Corporation January 2002 - January 2003
Westaff January 2001 - December 2001
Customer Comunications Center, Inc January 1997 - January 2000
Riverhills Christian Day Care January 1993 - January 1997
Skills
Training, Recruiting, Human Resources, Call Centers, Coaching, Customer Satisfaction, Analysis, Quality Assurance, Sales, Time Management, Customer Service, Networking, Payroll, Proposal Writing, Workforce Management, Leadership, Employee Training, Team Building, Team Leadership, CRM
Education
Riverhills Christian School
University of Phoenix
University of South Florida
Kaneez Rahman Kaneez Rahman's Advent Financial Services Experience March 2013 - July 2014
Job Experienced Financial Analyst
Industry Financial Services
Experience
CBRE July 2014 - February 2015
Advent Financial Services March 2013 - July 2014
JPMorgan Chase & Co. September 2012 - February 2013
Ben Franklin Tax Services June 2010 - June 2012
Collin County Community College August 2007 - August 2010
Skills
Accounting, Tax Preparation, Business Administration, Microsoft Excel, Microsoft Office, Microsoft Word, Bookkeeping, Financial Analysis, Tax, Payroll, Financial Reporting, PowerPoint, Access, Account Reconciliation, Accounts Payable, QuickBooks, Auditing
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science in Accounting and Business Administration, Accounting and Business Administration, 3.82 / 4.00
Collin County Community College 2007 — 2010
Associate's degree
CBRE July 2014 - February 2015
Advent Financial Services March 2013 - July 2014
JPMorgan Chase & Co. September 2012 - February 2013
Ben Franklin Tax Services June 2010 - June 2012
Collin County Community College August 2007 - August 2010
Skills
Accounting, Tax Preparation, Business Administration, Microsoft Excel, Microsoft Office, Microsoft Word, Bookkeeping, Financial Analysis, Tax, Payroll, Financial Reporting, PowerPoint, Access, Account Reconciliation, Accounts Payable, QuickBooks, Auditing
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science in Accounting and Business Administration, Accounting and Business Administration, 3.82 / 4.00
Collin County Community College 2007 — 2010
Associate's degree
Joey Terrazas Joey Terrazas's Advent Financial Services Experience August 2009 - July 2014
Job Senior Sales & Marketing Executive
Industry Financial Services
Experience
uTax Software August 2014 - Present
Homecare Intelligence, Inc. January 2014 - Present
Advent Financial Services August 2009 - July 2014
Nets to Ladders August 2006 - July 2009
Healthcare Intelligence April 2004 - July 2006
AccuMed Home Healthcare August 2001 - April 2004
MagRabbit July 2000 - August 2001
Skills
Sales, Sales Management, Sales Process, New Business Development, Business Development, Strategic Partnerships, Marketing Strategy, Start-ups, Direct Sales, Marketing, Territory Development, Healthcare Industry, Customer Retention, CRM, Small Business, Strategy, Business Planning, Contract Negotiation, Management Consulting, Management, Team Building, Mobile Devices, Sales Operations, Cross-functional Team..., Business Strategy, Team Leadership, Forecasting, Vendor Management, Customer Satisfaction, Key Account Management, Budgets, B2B, Debit Cards
Education
Hardin-Simmons University 1986 — 1990
BBA, Marketing
uTax Software August 2014 - Present
Homecare Intelligence, Inc. January 2014 - Present
Advent Financial Services August 2009 - July 2014
Nets to Ladders August 2006 - July 2009
Healthcare Intelligence April 2004 - July 2006
AccuMed Home Healthcare August 2001 - April 2004
MagRabbit July 2000 - August 2001
Skills
Sales, Sales Management, Sales Process, New Business Development, Business Development, Strategic Partnerships, Marketing Strategy, Start-ups, Direct Sales, Marketing, Territory Development, Healthcare Industry, Customer Retention, CRM, Small Business, Strategy, Business Planning, Contract Negotiation, Management Consulting, Management, Team Building, Mobile Devices, Sales Operations, Cross-functional Team..., Business Strategy, Team Leadership, Forecasting, Vendor Management, Customer Satisfaction, Key Account Management, Budgets, B2B, Debit Cards
Education
Hardin-Simmons University 1986 — 1990
BBA, Marketing
Jim Secrest's Advent Financial Services Experience June 2010 - August 2013
Job Director of Sales & Marketing, Continental Title
Industry Insurance
Experience
Continental Title Company September 2013 - Present
Advent Financial Services June 2010 - August 2013
Money Mailer of Johnson County October 2008 - March 2010
Indymac Bank February 2007 - November 2007
NovaStar Mortgage September 2000 - January 2007
Skills
Payroll, Debit Cards, Sales, Electronic Payments, Strategic Partnerships, Account Management, Credit Cards, Start-ups, CRM, Sales Presentations, Investment Properties, Marketing, Mortgage Lending, Customer Service, Marketing Strategy, Sales Management, New Business Development, Strategic Planning, Training, Small Business, Salesforce.com, Team Building, Credit, Leadership, Business Development
Education
The University of Kansas 1985 — 1990
Continental Title Company September 2013 - Present
Advent Financial Services June 2010 - August 2013
Money Mailer of Johnson County October 2008 - March 2010
Indymac Bank February 2007 - November 2007
NovaStar Mortgage September 2000 - January 2007
Skills
Payroll, Debit Cards, Sales, Electronic Payments, Strategic Partnerships, Account Management, Credit Cards, Start-ups, CRM, Sales Presentations, Investment Properties, Marketing, Mortgage Lending, Customer Service, Marketing Strategy, Sales Management, New Business Development, Strategic Planning, Training, Small Business, Salesforce.com, Team Building, Credit, Leadership, Business Development
Education
The University of Kansas 1985 — 1990
Sal LoGiudice Sal LoGiudice's Advent Financial Services Experience February 2014 - March 2014
Job Medical Coding Student, Art History Lecturer/Writer
Industry Health, Wellness and Fitness
Experience
The Raphael Hotel July 2015 - August 2015
H&R Block November 2014 - April 2015
Ascensus November 2014 - January 2015
Whelan Security July 2014 - October 2014
FedEx Ground May 2014 - July 2014
Advent Financial Services February 2014 - March 2014
State Street September 2001 - June 2013
DST Systems August 1994 - September 2001
Skills
Proficient in Microsoft..., Securities, Excel, Customer Relations, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Invoicing, Accounts Receivable, Sales, Public Relations, Team Leadership, Budgets, Marketing, Event Planning
Education
Metropolitan Community College-Penn Valley 2015 — 2017
Medical Coding Certification, Health Information Management, 4.0
University of Missouri-Kansas City 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administrationan/Marketing
The Raphael Hotel July 2015 - August 2015
H&R Block November 2014 - April 2015
Ascensus November 2014 - January 2015
Whelan Security July 2014 - October 2014
FedEx Ground May 2014 - July 2014
Advent Financial Services February 2014 - March 2014
State Street September 2001 - June 2013
DST Systems August 1994 - September 2001
Skills
Proficient in Microsoft..., Securities, Excel, Customer Relations, Customer Service, Accounting, Microsoft Office, Microsoft Excel, Invoicing, Accounts Receivable, Sales, Public Relations, Team Leadership, Budgets, Marketing, Event Planning
Education
Metropolitan Community College-Penn Valley 2015 — 2017
Medical Coding Certification, Health Information Management, 4.0
University of Missouri-Kansas City 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administrationan/Marketing
Erin (Goodell) Leffler Erin (Goodell) Leffler's Advent Financial Services Experience 2009 - 2012
Job Vice President Training & Employee Development Building High Performance Teams that Align with Corporate Vision
Industry Professional Training & Coaching
Experience
American Advisors Group 2012 - 2015
Corvisa, LLC 2012 - 2012
Advent Financial Services 2009 - 2012
Taylor Bean & Whitaker August 2008 - October 2009
NovaStar Financial (Currently Novation Companies) 2003 - 2008
NovaStar Financial (Currently Novation Companies) 2002 - 2004
Chase Bank (Formerly Bank One, NA) 2000 - 2002
Chase Bank (Formerly Bank One, NA) 1996 - 2000
Chase Bank (Formerly Bank One, NA) 1994 - 1999
Skills
Leadership, Business Strategy, Coaching, Performance Management, Leadership Development, Organizational..., Onboarding, Team Building, Training, Employee Engagement, Needs Analysis, Sales, Process Improvement, Performance Consulting, Account Management, Marketing Strategy, Adobe eLearning Suite, Curriculum Design, Curriculum Development, Learning Management..., Blended Learning, Camtasia, Webinar Development, Wordpress, Risk Management, E-Learning, mLearning, Strategic Planning, Performance Improvement, Staff Development, Human Resources, WordPress, Management, Employee Training, Workforce Planning, Marketing, Employee Benefits, Personnel Management
Education
University of Phoenix 1997 — 1999
MBA Studies, Business, Marketing, Communication
Arizona State University 1989 — 1994
Bachelor of Arts, Business, Marketing, Communication
American Advisors Group 2012 - 2015
Corvisa, LLC 2012 - 2012
Advent Financial Services 2009 - 2012
Taylor Bean & Whitaker August 2008 - October 2009
NovaStar Financial (Currently Novation Companies) 2003 - 2008
NovaStar Financial (Currently Novation Companies) 2002 - 2004
Chase Bank (Formerly Bank One, NA) 2000 - 2002
Chase Bank (Formerly Bank One, NA) 1996 - 2000
Chase Bank (Formerly Bank One, NA) 1994 - 1999
Skills
Leadership, Business Strategy, Coaching, Performance Management, Leadership Development, Organizational..., Onboarding, Team Building, Training, Employee Engagement, Needs Analysis, Sales, Process Improvement, Performance Consulting, Account Management, Marketing Strategy, Adobe eLearning Suite, Curriculum Design, Curriculum Development, Learning Management..., Blended Learning, Camtasia, Webinar Development, Wordpress, Risk Management, E-Learning, mLearning, Strategic Planning, Performance Improvement, Staff Development, Human Resources, WordPress, Management, Employee Training, Workforce Planning, Marketing, Employee Benefits, Personnel Management
Education
University of Phoenix 1997 — 1999
MBA Studies, Business, Marketing, Communication
Arizona State University 1989 — 1994
Bachelor of Arts, Business, Marketing, Communication
Genesis Nunez Genesis Nunez's Advent Financial Services Experience August 2013 - January 2014
Job Marketing and Public Relations
Industry International Affairs
Experience
Vigilucci's Restaurant Group February 2014 - Present
California State University San Marcos August 2009 - June 2014
Advent Financial Services August 2013 - January 2014
University Sitters March 2010 - June 2013
North County Lifeline January 2010 - April 2010
Skills
PowerPoint, Microsoft Word, Public Speaking, Spanish-speaking, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Social Media, Teamwork, Research, Time Management, Management, Strategic Planning, Fundraising, Social Media Marketing, Public Relations, Social Networking, Marketing
Education
California State University San Marcos 2009 — 2015
Bachelor's Degree, Business Administration and Management- Global Studies, Bachelor's of Arts in Political Science
California State University San Marcos
Vigilucci's Restaurant Group February 2014 - Present
California State University San Marcos August 2009 - June 2014
Advent Financial Services August 2013 - January 2014
University Sitters March 2010 - June 2013
North County Lifeline January 2010 - April 2010
Skills
PowerPoint, Microsoft Word, Public Speaking, Spanish-speaking, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Social Media, Teamwork, Research, Time Management, Management, Strategic Planning, Fundraising, Social Media Marketing, Public Relations, Social Networking, Marketing
Education
California State University San Marcos 2009 — 2015
Bachelor's Degree, Business Administration and Management- Global Studies, Bachelor's of Arts in Political Science
California State University San Marcos
Litwer Stephanie Litwer Stephanie's Advent Financial Services Experience November 2011 - July 2014
Job Bank Operations Analyst at Advent Financial Services
Industry Financial Services
Experience
Advent Financial Services November 2011 - July 2014
Janie and Jack Childrens Boutique February 2010 - November 2011
Skills
Childcare, Bank Operations, Customer Satisfaction, Fine Art, Team Leadership, Portrait Photography, Retail Sales, Arts, Art Education, Banking, Experience Working with..., Children's Books, Digital Photography, Creative Problem Solving, Product Design
Education
Johnson County Community College 2008 — 2010
Associate of Arts (A.A.)
Central Missouri State University 2006 — 2008
Art Education
Advent Financial Services November 2011 - July 2014
Janie and Jack Childrens Boutique February 2010 - November 2011
Skills
Childcare, Bank Operations, Customer Satisfaction, Fine Art, Team Leadership, Portrait Photography, Retail Sales, Arts, Art Education, Banking, Experience Working with..., Children's Books, Digital Photography, Creative Problem Solving, Product Design
Education
Johnson County Community College 2008 — 2010
Associate of Arts (A.A.)
Central Missouri State University 2006 — 2008
Art Education
Ryan Alling's Advent Financial Services Experience December 2010 - August 2012
Job Student at San Francisco State University
Industry Financial Services
Experience
Advent financial services December 2010 - August 2012
Scripps Ranch Swim and Racquet Club May 2011 - August 2011
La Jolla YMCA May 2009 - August 2009
First Wall Street Corporation June 2008 - September 2008
Skills
Sports, Fitness, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Outlook, Customer Service, Public Speaking, Analysis, Social Media, Accounts Receivable, Strategic Planning, Budgets, Editing, Public Relations, Accounts Payable, Data Analysis
Education
San Francisco State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior
San Diego Community College District (Mesa, Miramar and City colleges) 2009 — 2012
General Education, Business/Commerce, General, 3.24 cumulative GPA
Advent financial services December 2010 - August 2012
Scripps Ranch Swim and Racquet Club May 2011 - August 2011
La Jolla YMCA May 2009 - August 2009
First Wall Street Corporation June 2008 - September 2008
Skills
Sports, Fitness, Microsoft Excel, Spanish, PowerPoint, Microsoft Office, Leadership, Microsoft Word, Outlook, Customer Service, Public Speaking, Analysis, Social Media, Accounts Receivable, Strategic Planning, Budgets, Editing, Public Relations, Accounts Payable, Data Analysis
Education
San Francisco State University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Senior
San Diego Community College District (Mesa, Miramar and City colleges) 2009 — 2012
General Education, Business/Commerce, General, 3.24 cumulative GPA
Julia Forster Julia Forster's Advent Financial Services Experience October 2005 - Present
Job Graduate of Spring 2015 seeking new opportunities
Industry Public Relations and Communications
Experience
Advent Financial Services October 2005 - Present
Quei Bravi Ragazzi August 2014 - February 2015
Salon 56 June 2013 - January 2014
The Poseidon Del Mar August 2010 - May 2011
Charlotte Russe October 2009 - August 2010
Mabuhay Alliance March 2007 - March 2007
Skills
Communication, Organization, Highly personable, Customer Satisfaction, Building Customer..., Manage Client..., Highly detail oriented, Computer Proficiency, Oral & Written..., Talking Points, Public Speaking, Public Relations, Presentations, Fashion Buying, Interior Design
Education
California State University San Marcos 2009 — 2015
Bachelor's degree, Communication, General
Cathedral Catholic High School 2005 — 2009
General Education
School of the Madeleine
School of the Madeleine
Advent Financial Services October 2005 - Present
Quei Bravi Ragazzi August 2014 - February 2015
Salon 56 June 2013 - January 2014
The Poseidon Del Mar August 2010 - May 2011
Charlotte Russe October 2009 - August 2010
Mabuhay Alliance March 2007 - March 2007
Skills
Communication, Organization, Highly personable, Customer Satisfaction, Building Customer..., Manage Client..., Highly detail oriented, Computer Proficiency, Oral & Written..., Talking Points, Public Speaking, Public Relations, Presentations, Fashion Buying, Interior Design
Education
California State University San Marcos 2009 — 2015
Bachelor's degree, Communication, General
Cathedral Catholic High School 2005 — 2009
General Education
School of the Madeleine
School of the Madeleine
Megan Harper Neville's Advent Financial Services Experience May 2013 - July 2014
Job Contract Administrator at Corvisa
Industry Telecommunications
Experience
Corvisa July 2014 - Present
Advent Financial Services May 2013 - July 2014
Advent Financial Services April 2011 - May 2013
Advent Financial Services January 2011 - April 2011
Skills
Process Improvement, Leadership, Banking, ACH, Payment Card Processing, Financial Services, NACHA, Checks, Salesforce.com, Risk Management, Fraud Detection, Call Centers, Training, Outlook, Microsoft Office, Sales, Management, Customer Service, Team Leadership, Microsoft Excel
Education
MidAmerica Nazarene University 2011 — 2013
Bachelor of Arts (B.A.), Applied Organizational Leadership
Corvisa July 2014 - Present
Advent Financial Services May 2013 - July 2014
Advent Financial Services April 2011 - May 2013
Advent Financial Services January 2011 - April 2011
Skills
Process Improvement, Leadership, Banking, ACH, Payment Card Processing, Financial Services, NACHA, Checks, Salesforce.com, Risk Management, Fraud Detection, Call Centers, Training, Outlook, Microsoft Office, Sales, Management, Customer Service, Team Leadership, Microsoft Excel
Education
MidAmerica Nazarene University 2011 — 2013
Bachelor of Arts (B.A.), Applied Organizational Leadership
Amy Wallin Amy Wallin's Advent Financial Services Experience October 2011 - October 2012
Job Sr. Relationship Manager for Meta Payment System
Industry Banking
Experience
Meta Payment Systems September 2013 - Present
Meta Payment Systems March 2013 - Present
Meta Payment Systems December 2012 - March 2013
Advent Financial Services October 2011 - October 2012
The Bancorp Bank August 2009 - November 2011
Meta Payment Systems October 2005 - August 2009
Wells Fargo Capital Finance August 2000 - August 2004
Skills
Payments, Cards, Payment Systems, Electronic Payments, Banking, Customer Relations, Operations Management, Customer Service, Debit Cards, Credit Cards, Payment Card Processing, Vendor Management, Risk Management
Education
University of Sioux Falls 1996 — 1998
Meta Payment Systems September 2013 - Present
Meta Payment Systems March 2013 - Present
Meta Payment Systems December 2012 - March 2013
Advent Financial Services October 2011 - October 2012
The Bancorp Bank August 2009 - November 2011
Meta Payment Systems October 2005 - August 2009
Wells Fargo Capital Finance August 2000 - August 2004
Skills
Payments, Cards, Payment Systems, Electronic Payments, Banking, Customer Relations, Operations Management, Customer Service, Debit Cards, Credit Cards, Payment Card Processing, Vendor Management, Risk Management
Education
University of Sioux Falls 1996 — 1998
Kevin Strope Kevin Strope's Advent Financial Services Experience February 2011 - Present
Job Vice President at Advent Financial Services
Industry Financial Services
Experience
Advent Financial Services February 2011 - Present
Cap Gemini/Sogeti August 1999 - August 2010
Western Auto Supply Company May 1982 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Rockhurst University 1984 — 1988
Master of Business Administration (M.B.A.)
Rockhurst University 1976 — 1980
BSBA, Accounting
Advent Financial Services February 2011 - Present
Cap Gemini/Sogeti August 1999 - August 2010
Western Auto Supply Company May 1982 - August 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets
Education
Rockhurst University 1984 — 1988
Master of Business Administration (M.B.A.)
Rockhurst University 1976 — 1980
BSBA, Accounting
Clare Kunz, CPA's Advent Financial Services Experience June 2007 - October 2008
Job Senior Instructional Design Program Manager at Amazon
Industry Consumer Electronics
Experience
Amazon July 2014 - Present
Amazon July 2013 - July 2014
Vanderbilt Owen Graduate School of Management August 2011 - May 2013
Lab126 - an Amazon.com company May 2012 - August 2012
Metro Nashville Public Schools January 2012 - May 2012
State of Alaska March 2010 - July 2011
State of Alaska July 2009 - March 2010
Outback Steakhouse, T-Bird Restaurant Group October 2008 - July 2009
Advent Financial Services June 2007 - October 2008
TD Ameritrade June 2006 - November 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Cash Flow, Finance, Accounts Payable, Fund Accounting, Sage, Budgets, Financial Analysis, QuickBooks, Federal Government, Quicken, Tax Preparation, CPA, Financial Modeling, Business Objects, SAP, Instructor-led Training, EDI, Web Intelligence, State Government, Sales Tax, GAAP, Articulate Storyline, Cornerstone, Tableau, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Operations, Human and Organizational Performance
San Diego State University-California State University 2003 — 2008
Bachelor's, Finance
Juneau Douglas High School 1999 — 2003
Vanderbilt University
Amazon July 2014 - Present
Amazon July 2013 - July 2014
Vanderbilt Owen Graduate School of Management August 2011 - May 2013
Lab126 - an Amazon.com company May 2012 - August 2012
Metro Nashville Public Schools January 2012 - May 2012
State of Alaska March 2010 - July 2011
State of Alaska July 2009 - March 2010
Outback Steakhouse, T-Bird Restaurant Group October 2008 - July 2009
Advent Financial Services June 2007 - October 2008
TD Ameritrade June 2006 - November 2006
Skills
Accounting, Financial Reporting, Financial Accounting, Cash Flow, Finance, Accounts Payable, Fund Accounting, Sage, Budgets, Financial Analysis, QuickBooks, Federal Government, Quicken, Tax Preparation, CPA, Financial Modeling, Business Objects, SAP, Instructor-led Training, EDI, Web Intelligence, State Government, Sales Tax, GAAP, Articulate Storyline, Cornerstone, Tableau, SQL
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2013
MBA, Operations, Human and Organizational Performance
San Diego State University-California State University 2003 — 2008
Bachelor's, Finance
Juneau Douglas High School 1999 — 2003
Vanderbilt University
Jennifer Sierecki Weitzel Jennifer Sierecki Weitzel's Advent Financial Services Experience July 2009 - June 2010
Job Senior Consultant at FUND Consulting
Industry Financial Services
Experience
FUND Consulting June 2013 - Present
North Side Community Federal Credit Union June 2010 - June 2013
Advent Financial Services July 2009 - June 2010
North Side Community Federal Credit Union August 2006 - July 2009
Economic and Community Development Institute (ECDI) July 2004 - July 2006
Jane Addams Hull House Association February 2001 - June 2004
Youth Guidance June 1999 - January 2001
Skills
Non-profits, Economic Development, Strategic Planning, Community Outreach, Community Development, Fundraising, Event Planning, Grant Writing, Public Speaking, Program Development, Program Management, Grants, Partnership Marketing, Financial Reporting, Compliance, Project Accounting, Financial Mgmt, Nonprofits, Public Relations, Banking, Business Planning, Leadership, Management, Policy, Strategy
Education
University of Illinois at Chicago 2008 — 2011
MPA, Public Management, Financial Management
Northwestern University 1997 — 2000
BS, Education & Social Policy
FUND Consulting June 2013 - Present
North Side Community Federal Credit Union June 2010 - June 2013
Advent Financial Services July 2009 - June 2010
North Side Community Federal Credit Union August 2006 - July 2009
Economic and Community Development Institute (ECDI) July 2004 - July 2006
Jane Addams Hull House Association February 2001 - June 2004
Youth Guidance June 1999 - January 2001
Skills
Non-profits, Economic Development, Strategic Planning, Community Outreach, Community Development, Fundraising, Event Planning, Grant Writing, Public Speaking, Program Development, Program Management, Grants, Partnership Marketing, Financial Reporting, Compliance, Project Accounting, Financial Mgmt, Nonprofits, Public Relations, Banking, Business Planning, Leadership, Management, Policy, Strategy
Education
University of Illinois at Chicago 2008 — 2011
MPA, Public Management, Financial Management
Northwestern University 1997 — 2000
BS, Education & Social Policy
Angie Flury's Advent Financial Services Experience July 2012 - September 2014
Job Program Manager, Technology and Integration at H&R Block Financial Services
Industry Financial Services
Experience
H&R Block January 2015 - Present
Advent Financial Services July 2012 - September 2014
Republic Bank March 1997 - July 2012
Skills
Call Centers, Customer Satisfaction, Vendor Management, Operations Management, IVR, Banking, Risk Management, Financial Services, Leadership, Management, Team Management, Human Resources, Analysis, Operational Planning, Cross-functional Team..., Training, Call Center Management, Operational Efficiency, Customer Support, Team-oriented, Cost Management, Debit Cards, Customer Service, Project Management, Staff Development, Temporary Staffing, Call Center Development, Call Center..., Key Account Management, Data Analysis, Operating Budgets, Salesforce.com, Process Improvement, Strategy
Education
Indiana Wesleyan University
Bachelor's degree, Business Administration and Management, General
H&R Block January 2015 - Present
Advent Financial Services July 2012 - September 2014
Republic Bank March 1997 - July 2012
Skills
Call Centers, Customer Satisfaction, Vendor Management, Operations Management, IVR, Banking, Risk Management, Financial Services, Leadership, Management, Team Management, Human Resources, Analysis, Operational Planning, Cross-functional Team..., Training, Call Center Management, Operational Efficiency, Customer Support, Team-oriented, Cost Management, Debit Cards, Customer Service, Project Management, Staff Development, Temporary Staffing, Call Center Development, Call Center..., Key Account Management, Data Analysis, Operating Budgets, Salesforce.com, Process Improvement, Strategy
Education
Indiana Wesleyan University
Bachelor's degree, Business Administration and Management, General
Rodger Dundas's Advent Financial Services Experience July 2010 - April 2013
Job Manager Consultant
Industry Information Technology and Services
Experience
Sogeti May 2013 - Present
Advent Financial Services July 2010 - April 2013
Tricension July 2009 - July 2010
H&R Block December 2008 - June 2009
JP Morgan - Chase Retirement Planning Services (Through TekSystems) May 2008 - November 2008
H&R Block April 2005 - April 2008
H&R Block April 2005 - April 2008
H&R Block (Through TekSystems) February 2004 - April 2005
Sprint PCS (Through Adams-Gabbert and Associates) September 2003 - December 2003
Genesis 10 June 2003 - July 2003
Skills
Cross-functional Team..., Requirements Analysis, SDLC, Business Analysis, Quality Assurance, CRM, Testing, Microsoft SQL Server, Project Management, Software Development, SQL, User Acceptance Testing, Management, Training, Data Analysis, Relationship Management, Vendor Relationships, Vendor Management, Debit Cards, XML, SoapUI, PostgreSQL, Team Management, Process Improvement, Product Management, Microsoft Excel, Agile Methodologies, Scrum, Program Development, Start-ups, ERP
Education
University of Kansas - Graduate School of Business 1994 — 1996
MBA, Information Systems
The University of Kansas 1990 — 1992
BGS, Film Studies
Southwestern College 1988 — 1990
Hutchinson HS
Sogeti May 2013 - Present
Advent Financial Services July 2010 - April 2013
Tricension July 2009 - July 2010
H&R Block December 2008 - June 2009
JP Morgan - Chase Retirement Planning Services (Through TekSystems) May 2008 - November 2008
H&R Block April 2005 - April 2008
H&R Block April 2005 - April 2008
H&R Block (Through TekSystems) February 2004 - April 2005
Sprint PCS (Through Adams-Gabbert and Associates) September 2003 - December 2003
Genesis 10 June 2003 - July 2003
Skills
Cross-functional Team..., Requirements Analysis, SDLC, Business Analysis, Quality Assurance, CRM, Testing, Microsoft SQL Server, Project Management, Software Development, SQL, User Acceptance Testing, Management, Training, Data Analysis, Relationship Management, Vendor Relationships, Vendor Management, Debit Cards, XML, SoapUI, PostgreSQL, Team Management, Process Improvement, Product Management, Microsoft Excel, Agile Methodologies, Scrum, Program Development, Start-ups, ERP
Education
University of Kansas - Graduate School of Business 1994 — 1996
MBA, Information Systems
The University of Kansas 1990 — 1992
BGS, Film Studies
Southwestern College 1988 — 1990
Hutchinson HS
Monica Dixson's Advent Financial Services Experience May 2012 - Present
Job Consultant at Advent Financial Services
Industry Financial Services
Experience
Advent Financial Services May 2012 - Present
Waddell & Reed 2012 - 2014
H&R Block May 2006 - December 2011
H&R Block June 2000 - May 2006
Payless Cashways 1997 - 2000
Skills
CTP Certification, Treasury Management, Cash Flow Forecasting, Cash, Credit, Funding, Investments, Cash Management, Banking, Liquidity Management, Compliance, SOX, Internal Controls, Risk Management, FX
Education
Emporia State University
Bachelor of Science, Major-Finance, Minor-Accounting
Advent Financial Services May 2012 - Present
Waddell & Reed 2012 - 2014
H&R Block May 2006 - December 2011
H&R Block June 2000 - May 2006
Payless Cashways 1997 - 2000
Skills
CTP Certification, Treasury Management, Cash Flow Forecasting, Cash, Credit, Funding, Investments, Cash Management, Banking, Liquidity Management, Compliance, SOX, Internal Controls, Risk Management, FX
Education
Emporia State University
Bachelor of Science, Major-Finance, Minor-Accounting
Matt Dayton's Advent Financial Services Experience 2009 - November 2014
Job Vice President Chief Financial & Risk Officer Residential Lending Division
Industry Financial Services
Experience
North American Savings Bank February 2015 - Present
The Bancorp January 2015 - February 2015
H&R Block November 2014 - January 2015
Advent Financial Services 2009 - November 2014
H&R Block 2003 - 2009
Sprint Nextel 2000 - 2003
Cheyenne Mountain Mortgage Corp. 1993 - 2000
Associates Financial Services Corp. 1990 - 1993
Skills
Financial Analysis, Policy, Start-ups, Underwriting, Accounting, Revenue Management, Security Management, Risk Management, Compliance, Financial Management, Audit, Enterprise Risk..., Operational Risk..., Financial Modeling, Risk, Risk Mitigation, Credit Risk, Risk Analysis, Portfolio Management, Operational Risk, Mergers, Forecasting, Internal Audit, Corporate Finance, Credit, Risk Assessment, Auditing, Budgeting, Insurance, Finance, Management, Process Improvement, Business Analysis, Vendor Management, Banking, Strategic Planning, Leadership
Education
Fort Hays State University
BS, Business Administration and Accounting
Ottawa University
MBA, Business Administration and Finance
North American Savings Bank February 2015 - Present
The Bancorp January 2015 - February 2015
H&R Block November 2014 - January 2015
Advent Financial Services 2009 - November 2014
H&R Block 2003 - 2009
Sprint Nextel 2000 - 2003
Cheyenne Mountain Mortgage Corp. 1993 - 2000
Associates Financial Services Corp. 1990 - 1993
Skills
Financial Analysis, Policy, Start-ups, Underwriting, Accounting, Revenue Management, Security Management, Risk Management, Compliance, Financial Management, Audit, Enterprise Risk..., Operational Risk..., Financial Modeling, Risk, Risk Mitigation, Credit Risk, Risk Analysis, Portfolio Management, Operational Risk, Mergers, Forecasting, Internal Audit, Corporate Finance, Credit, Risk Assessment, Auditing, Budgeting, Insurance, Finance, Management, Process Improvement, Business Analysis, Vendor Management, Banking, Strategic Planning, Leadership
Education
Fort Hays State University
BS, Business Administration and Accounting
Ottawa University
MBA, Business Administration and Finance
Holly Fonseca's Advent Financial Services Experience August 2010 - August 2014
Job Compliance at BASYS Processing Inc.
Industry Financial Services
Experience
BASYS Processing Inc. August 2015 - Present
IST January 2015 - May 2015
Advent Financial Services August 2010 - August 2014
IRS January 2008 - July 2010
LIFECODE®'s NeuroDriven ® Design Marketing 2009 - 2009
Russell Stover Candies January 2007 - January 2008
Skills
10 Key, Data Entry, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Johnson County Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Interior Design
Johnson County Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Consumer Merchandising/Retailing Management
BASYS Processing Inc. August 2015 - Present
IST January 2015 - May 2015
Advent Financial Services August 2010 - August 2014
IRS January 2008 - July 2010
LIFECODE®'s NeuroDriven ® Design Marketing 2009 - 2009
Russell Stover Candies January 2007 - January 2008
Skills
10 Key, Data Entry, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word
Education
Johnson County Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Interior Design
Johnson County Community College 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Consumer Merchandising/Retailing Management
Lisette Vance's Advent Financial Services Experience December 2013 - May 2014
Job Dispatcher
Industry Logistics and Supply Chain
Experience
Advent Financial Services December 2013 - May 2014
La Gaceta Newspaper July 2012 - November 2013
Capital One February 2011 - December 2011
Walt Disney World October 2010 - February 2011
Progressive Insurance 2005 - 2010
Capital One 1997 - 2004
Skills
Proofreading, Customer Service, Customer Service..., Cross Selling, Value Based Selling, Creative Problem Solving, Copy Editing, Writing training manuals, Team Building, Team Leadership, Morale building, Creating contests and..., Call Centers, Cold Calling, Bilingual-English/Spanis..., Flexible to Change, Organized Multi-tasker, Finding unrealized..., Peer Mentoring, Mentoring New Hires, Data Analysis, New Product Roll Out, Peer coaching, Call calibrations /..., Top sales performer, PowerPoint, Retention Strategies, Conflict Management, De-escalation skills, Social Networking, Sales, Customer Experience, Best practices..., Travel..., Coaching for quality..., Rapport building, Negotiation, Customer Retention, Presentation Development, Coaching and feedback, Coaching, Time Management, Customer Satisfaction, Employee Training, Training, CRM, Analysis, Newsletters, Marketing, Vendor Management
Education
University of South Florida 1990 — 1994
Political Science and Government, History
Miami Dade College 1986 — 1989
Business Administration and Management, General
Advent Financial Services December 2013 - May 2014
La Gaceta Newspaper July 2012 - November 2013
Capital One February 2011 - December 2011
Walt Disney World October 2010 - February 2011
Progressive Insurance 2005 - 2010
Capital One 1997 - 2004
Skills
Proofreading, Customer Service, Customer Service..., Cross Selling, Value Based Selling, Creative Problem Solving, Copy Editing, Writing training manuals, Team Building, Team Leadership, Morale building, Creating contests and..., Call Centers, Cold Calling, Bilingual-English/Spanis..., Flexible to Change, Organized Multi-tasker, Finding unrealized..., Peer Mentoring, Mentoring New Hires, Data Analysis, New Product Roll Out, Peer coaching, Call calibrations /..., Top sales performer, PowerPoint, Retention Strategies, Conflict Management, De-escalation skills, Social Networking, Sales, Customer Experience, Best practices..., Travel..., Coaching for quality..., Rapport building, Negotiation, Customer Retention, Presentation Development, Coaching and feedback, Coaching, Time Management, Customer Satisfaction, Employee Training, Training, CRM, Analysis, Newsletters, Marketing, Vendor Management
Education
University of South Florida 1990 — 1994
Political Science and Government, History
Miami Dade College 1986 — 1989
Business Administration and Management, General