Financial Strategies
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Financial Strategies Employees
Employee
Years
Job
Industry
Joseph H Francis Sr. Joseph H Francis Sr.'s Financial Strategies Experience February 2003 - Present
Job Founder/C E O at Financial Strategies
Industry Computer Networking
Experience
Financial Strategies February 2003 - Present
Self-employed February 2000 - Present
GBG 10 in One Nutrition March 2010 - December 2012
Wellness And You/ "WAY" February 2005 - April 2010
Skills
Social Networking, User Interface, Social Media Marketing, Brand Development, Advertising, Nutrition, Social Media
Education
Hunter College 1973 — 1975
Associate's degree, Psychology & Business
Boy's High School 1956 — 1958
High School Deploma, Accademic studies
Financial Strategies February 2003 - Present
Self-employed February 2000 - Present
GBG 10 in One Nutrition March 2010 - December 2012
Wellness And You/ "WAY" February 2005 - April 2010
Skills
Social Networking, User Interface, Social Media Marketing, Brand Development, Advertising, Nutrition, Social Media
Education
Hunter College 1973 — 1975
Associate's degree, Psychology & Business
Boy's High School 1956 — 1958
High School Deploma, Accademic studies
Nancy Dale Nancy Dale's Financial Strategies Experience September 1994 - May 2005
Job Founder, Ripple Result
Industry Architecture & Planning
Experience
Ripple Result August 2014 - Present
Curex Group Holdings, LLC July 2007 - June 2014
RBC Dominion Securities September 1994 - May 2007
Financial Strategies September 1994 - May 2005
Skills
Risk Management, Equities, Capital Markets, Portfolio Management, Asset Allocation, Investments, Fixed Income, Trading Systems, FX Options, Management, Financial Services
Education
Academy of Art University
Interior Architecture and Design
Ripple Result August 2014 - Present
Curex Group Holdings, LLC July 2007 - June 2014
RBC Dominion Securities September 1994 - May 2007
Financial Strategies September 1994 - May 2005
Skills
Risk Management, Equities, Capital Markets, Portfolio Management, Asset Allocation, Investments, Fixed Income, Trading Systems, FX Options, Management, Financial Services
Education
Academy of Art University
Interior Architecture and Design
Steve Drye Steve Drye's Financial Strategies Experience 2009 - August 2010
Job The Mortgage Guy 3178501141
Industry Financial Services
Experience
Ruoff Home Mortgage June 2013 - Present
Becker Landscape Contractors August 2010 - April 2013
Financial Strategies 2009 - August 2010
FORUM Credit Union 2003 - 2008
Skills
Conventional loans, VA loans, FHA financing, Mortgage Lending, USDA Rural Housing, First Time Home Buyers, Single Family Homes, Construction Loans, Government Loans, Customer Service, Real Estate, Finance, Mortgage Marketing, Loans
Education
IUPUI 1985 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Indiana University Bloomington 1978 — 1980
Ruoff Home Mortgage June 2013 - Present
Becker Landscape Contractors August 2010 - April 2013
Financial Strategies 2009 - August 2010
FORUM Credit Union 2003 - 2008
Skills
Conventional loans, VA loans, FHA financing, Mortgage Lending, USDA Rural Housing, First Time Home Buyers, Single Family Homes, Construction Loans, Government Loans, Customer Service, Real Estate, Finance, Mortgage Marketing, Loans
Education
IUPUI 1985 — 1990
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Indiana University Bloomington 1978 — 1980
Alicia Tildsley's Financial Strategies Experience 2010 - 2013
Job Account Specialist at Genzyme
Industry Pharmaceuticals
Experience
Genzyme, a sanofi company January 2015 - Present
Financial Strategies 2010 - 2013
MassDevelopment October 2005 - November 2008
Skills
Licensed Real Estate..., MA Notary Public
Education
Boston College 2001 — 2005
Genzyme, a sanofi company January 2015 - Present
Financial Strategies 2010 - 2013
MassDevelopment October 2005 - November 2008
Skills
Licensed Real Estate..., MA Notary Public
Education
Boston College 2001 — 2005
Shane Belhumeur's Financial Strategies Experience June 2013 - Present
Job National Account Manager at My Mortgage Trainer
Industry E-Learning
Experience
My Mortgage Trainer January 2014 - Present
Financial Strategies June 2013 - Present
Skills
Customer Support, Sales Process, Business Development, Customer Service, Real Estate, CRM, Credit Analysis, Investment Properties, Loans, Residential Homes
Education
MiraCosta College 2010 — 2014
Computer Engineering
Coleman University 2008 — 2010
Computer Information Systems, Computer Science
My Mortgage Trainer January 2014 - Present
Financial Strategies June 2013 - Present
Skills
Customer Support, Sales Process, Business Development, Customer Service, Real Estate, CRM, Credit Analysis, Investment Properties, Loans, Residential Homes
Education
MiraCosta College 2010 — 2014
Computer Engineering
Coleman University 2008 — 2010
Computer Information Systems, Computer Science
Bob Mansur Bob Mansur's Financial Strategies Experience May 2007 - February 2008
Job Employee Development Manager at Gateway Mortgage Group, LLC
Industry Financial Services
Experience
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
Matt Lynn Matt Lynn's Financial Strategies Experience 2008 - 2010
Job Big Deal Consultant at Angie's List
Industry Telecommunications
Experience
Angie's List April 2013 - Present
TelSpan WorldWide Conferencing Inc 2012 - 2013
First Advantage 2011 - 2012
ITT Technical Institute 2010 - 2011
Financial Strategies 2008 - 2010
ISM Education Loans 2004 - 2008
Skills
Coaching, Sales Management, Salesforce.com, Sales Process, Team Building, Business Development, Team Leadership, Process Improvement, Microsoft Excel, Customer Retention, Public Speaking, Management, Direct Sales, Customer Satisfaction
Education
Brigham Young University 1997 — 1999
BS, Business
Angie's List April 2013 - Present
TelSpan WorldWide Conferencing Inc 2012 - 2013
First Advantage 2011 - 2012
ITT Technical Institute 2010 - 2011
Financial Strategies 2008 - 2010
ISM Education Loans 2004 - 2008
Skills
Coaching, Sales Management, Salesforce.com, Sales Process, Team Building, Business Development, Team Leadership, Process Improvement, Microsoft Excel, Customer Retention, Public Speaking, Management, Direct Sales, Customer Satisfaction
Education
Brigham Young University 1997 — 1999
BS, Business
Brooks White Brooks White's Financial Strategies Experience March 2008 - September 2011
Job Operations Manager at Junko Hair Studio
Industry Marketing and Advertising
Experience
Junko Hair Studio January 2015 - Present
Local Opts September 2011 - Present
Seize Local December 2012 - March 2013
Social Media Marketing University October 2012 - December 2012
Signature Services Group August 2011 - September 2012
Financial Strategies March 2008 - September 2011
Integrity Banc Solutions March 2011 - June 2011
Global Tech POS February 2009 - July 2010
Bigger Dreams Music Group January 2008 - January 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Quickbooks, Loan Modifications, Management, Sales, Training, Social Media, Coaching, Social Networking, Social Media Marketing, Facebook, Marketing Strategy, Digital Marketing, Sales Operations, Strategy, Sales Process, Customer Service, Leadership, Marketing, Team Building, Customer Satisfaction, Public Speaking
Education
South Gwinnett High School 1996 — 2000
High School Diploma
University of North Georgia
Junko Hair Studio January 2015 - Present
Local Opts September 2011 - Present
Seize Local December 2012 - March 2013
Social Media Marketing University October 2012 - December 2012
Signature Services Group August 2011 - September 2012
Financial Strategies March 2008 - September 2011
Integrity Banc Solutions March 2011 - June 2011
Global Tech POS February 2009 - July 2010
Bigger Dreams Music Group January 2008 - January 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Quickbooks, Loan Modifications, Management, Sales, Training, Social Media, Coaching, Social Networking, Social Media Marketing, Facebook, Marketing Strategy, Digital Marketing, Sales Operations, Strategy, Sales Process, Customer Service, Leadership, Marketing, Team Building, Customer Satisfaction, Public Speaking
Education
South Gwinnett High School 1996 — 2000
High School Diploma
University of North Georgia
Donna Cushing Donna Cushing's Financial Strategies Experience January 2011 - Present
Job Fluehr Funeral Home PT Accountant
Industry Accounting
Experience
Fluehr Funeral Home November 2011 - Present
Financial Strategies January 2011 - Present
Gwynedd-Mercy College January 2000 - June 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA
La Salle University
BS
Fluehr Funeral Home November 2011 - Present
Financial Strategies January 2011 - Present
Gwynedd-Mercy College January 2000 - June 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA
La Salle University
BS
Jary Martinson Jary Martinson's Financial Strategies Experience May 2005 - December 2011
Job Branch Manager at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans November 2014 - Present
Cobalt Mortgage August 2013 - November 2014
Evergreen Home Loans - NMLS 3182 July 2011 - August 2013
Financial Strategies May 2005 - December 2011
Mann Mortgage, LLC November 2008 - July 2011
Pirimar Home Loans 2000 - 2005
Bay Creek Mortgage 1997 - 1999
Skills
Mortgage Lending, FHA, VA, USDA, Conventional, Loan Origination, VA loans, Refinance, Loans, Mortgage Banking, Credit, Finance, Residential Mortgages, Banking, FHA financing, Certified Mortgage...
Education
Mt. Hood Community College 1995 — 1997
Accounting
Caliber Home Loans November 2014 - Present
Cobalt Mortgage August 2013 - November 2014
Evergreen Home Loans - NMLS 3182 July 2011 - August 2013
Financial Strategies May 2005 - December 2011
Mann Mortgage, LLC November 2008 - July 2011
Pirimar Home Loans 2000 - 2005
Bay Creek Mortgage 1997 - 1999
Skills
Mortgage Lending, FHA, VA, USDA, Conventional, Loan Origination, VA loans, Refinance, Loans, Mortgage Banking, Credit, Finance, Residential Mortgages, Banking, FHA financing, Certified Mortgage...
Education
Mt. Hood Community College 1995 — 1997
Accounting
Tim Meehan Tim Meehan's Financial Strategies Experience March 2010 - January 2012
Job Vice President of Compliance at Royal United Mortgage LLC
Industry Financial Services
Experience
Royal United Mortgage LLC June 2014 - Present
Meehan Financial Services October 2008 - Present
Royal United Mortgage November 2012 - June 2014
Private Capital Mortgage Group March 2012 - November 2012
Diehl Education February 2012 - November 2012
Financial Strategies March 2010 - January 2012
Mortgage Fundamentals November 2007 - December 2010
Homestead Mortgage Corp. October 1997 - October 2005
Waterfield Financial 1980 - 1997
Skills
Mortgage Lending, FHA, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Credit, Certified Mortgage..., Construction Loans, Underwriting, Financial Analysis, First Time Home Buyers, USDA Rural Housing, Banking, Training, Financial Services, Real Estate Economics, Real Estate, Credit Analysis, Real Estate Financing, Commercial Lending, Loss Mitigation, Consumer Lending, Loan Servicing, Investment Properties, Finance, Sales, FHA Financing, VA Loans
Education
Hanover College 1969 — 1972
Royal United Mortgage LLC June 2014 - Present
Meehan Financial Services October 2008 - Present
Royal United Mortgage November 2012 - June 2014
Private Capital Mortgage Group March 2012 - November 2012
Diehl Education February 2012 - November 2012
Financial Strategies March 2010 - January 2012
Mortgage Fundamentals November 2007 - December 2010
Homestead Mortgage Corp. October 1997 - October 2005
Waterfield Financial 1980 - 1997
Skills
Mortgage Lending, FHA, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Credit, Certified Mortgage..., Construction Loans, Underwriting, Financial Analysis, First Time Home Buyers, USDA Rural Housing, Banking, Training, Financial Services, Real Estate Economics, Real Estate, Credit Analysis, Real Estate Financing, Commercial Lending, Loss Mitigation, Consumer Lending, Loan Servicing, Investment Properties, Finance, Sales, FHA Financing, VA Loans
Education
Hanover College 1969 — 1972
Rosa Stellato, MBA's Financial Strategies Experience 2003 - 2005
Job Director, Worksite DI, EGL, WL Internal Wholesalers at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group November 2010 - April 2014
MassMutual Financial Group May 2007 - September 2009
MassMutual Financial Group April 2006 - May 2007
Greniers Photography 2005 - 2006
Financial Strategies 2003 - 2005
Distribution Contracting & Services January 2000 - January 2003
Skills
Process Improvement, Strategy, Management, Leadership, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Insurance, New Business Development, Operations Management, Sales Operations, Vendor Management, Retirement, Account Management
Education
Bay Path University 2007 — 2010
MBA, Entrepreneurial Thinking & Innovative Practice
Our Lady of the Elms 1995 — 2000
Bachelor of Science, Business Management
Holyoke Community College
Associate, Retail Management
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group November 2010 - April 2014
MassMutual Financial Group May 2007 - September 2009
MassMutual Financial Group April 2006 - May 2007
Greniers Photography 2005 - 2006
Financial Strategies 2003 - 2005
Distribution Contracting & Services January 2000 - January 2003
Skills
Process Improvement, Strategy, Management, Leadership, Life Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Insurance, New Business Development, Operations Management, Sales Operations, Vendor Management, Retirement, Account Management
Education
Bay Path University 2007 — 2010
MBA, Entrepreneurial Thinking & Innovative Practice
Our Lady of the Elms 1995 — 2000
Bachelor of Science, Business Management
Holyoke Community College
Associate, Retail Management
Ellena Daniel's Financial Strategies Experience Sr Account ManagerFinancial Strategies2004 - Present
Job Sr Account Manager at Financial Strategies
Industry Higher Education
Experience
Financial Strategies Sr Account ManagerFinancial Strategies2004 - Present
Education
Indiana University Bloomington 1977 — 1992
Financial Strategies Sr Account ManagerFinancial Strategies2004 - Present
Education
Indiana University Bloomington 1977 — 1992
Eric Shilts's Financial Strategies Experience November 2001 - December 2011
Job Helping Seniors with Insuance
Industry Professional Training & Coaching
Experience
MedEx August 2014 - Present
Eric Shilts October 2013 - Present
The Mortgage Education Experts LLC December 2011 - August 2013
Financial Strategies November 2001 - December 2011
Skills
Mortgage Banking, FHA, Mortgage Lending, Loans, Residential Mortgages, Sales Management, Refinance, Loan Origination, Sales, Real Estate, Training, Credit
Education
Butler University 1988 — 1992
MedEx August 2014 - Present
Eric Shilts October 2013 - Present
The Mortgage Education Experts LLC December 2011 - August 2013
Financial Strategies November 2001 - December 2011
Skills
Mortgage Banking, FHA, Mortgage Lending, Loans, Residential Mortgages, Sales Management, Refinance, Loan Origination, Sales, Real Estate, Training, Credit
Education
Butler University 1988 — 1992
Julie Needler's Financial Strategies Experience November 2005 - December 2007
Job Sales Representative at Roche
Industry Medical Devices
Experience
Roche Diagnostics May 2012 - Present
Roche Diagnostics 2012 - 2015
STANLEY Security 2012 - 2015
Roche Diagnostics December 2007 - May 2012
A & M Publishing 2011 - 2012
Financial Strategies November 2005 - December 2007
IKON Office Solutions November 2004 - August 2005
Bank One May 1998 - April 2003
Skills
Management, Negotiation, Sales, Analysis, Sales Process, CRM, Medical Devices, Process Improvement, Sales Management, Team Building, Business Development, Sales Operations, Competitive Analysis, Product Launch, Leadership
Education
Indiana Wesleyan University 2008 — 2013
Bachelor's Degree, Business Management, Cum Laude
Roche Diagnostics May 2012 - Present
Roche Diagnostics 2012 - 2015
STANLEY Security 2012 - 2015
Roche Diagnostics December 2007 - May 2012
A & M Publishing 2011 - 2012
Financial Strategies November 2005 - December 2007
IKON Office Solutions November 2004 - August 2005
Bank One May 1998 - April 2003
Skills
Management, Negotiation, Sales, Analysis, Sales Process, CRM, Medical Devices, Process Improvement, Sales Management, Team Building, Business Development, Sales Operations, Competitive Analysis, Product Launch, Leadership
Education
Indiana Wesleyan University 2008 — 2013
Bachelor's Degree, Business Management, Cum Laude
Peter L Bucy's Financial Strategies Experience August 1993 - January 1999
Job Legacy Financial Services / Integrity Today Builds a Legacy Tomorrow
Industry Financial Services
Experience
Legacy Financial Services October 2001 - Present
New York Life Insurance Company October 2001 - Present
Ameritas January 1999 - October 2001
Financial Strategies August 1993 - January 1999
Woodmen of the World November 1991 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, 401k Rollovers, Long-term Care, Small Business, Life Insurance, Succession Planning, Strategic Planning, Team Building, Leadership, Customer Service, Insurance
Education
Doane College-Lincoln Grand Island and Master 1994 — 1998
Tekamah- Herman 1971 — 1977
Legacy Financial Services October 2001 - Present
New York Life Insurance Company October 2001 - Present
Ameritas January 1999 - October 2001
Financial Strategies August 1993 - January 1999
Woodmen of the World November 1991 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, 401k, Investments, 401k Rollovers, Long-term Care, Small Business, Life Insurance, Succession Planning, Strategic Planning, Team Building, Leadership, Customer Service, Insurance
Education
Doane College-Lincoln Grand Island and Master 1994 — 1998
Tekamah- Herman 1971 — 1977
Nancy Schiavone, MPA's Financial Strategies Experience 1990 - 2000
Job Director of Development at United Teen Equality Center (UTEC)
Industry Nonprofit Organization Management
Experience
United Teen Equality Center (UTEC) August 2013 - Present
Alzheimer's Association June 2010 - November 2012
Indian Hill Music June 2001 - June 2005
Financial Strategies 1990 - 2000
Weston Financial Group 1986 - 1990
Rhode Island Hospital Trust 1985 - 1986
Skills
Fundraising, Nonprofit management, Community Organizing, Community Outreach, Volunteer Management, Grant Writing, Program Development, Event Planning, Public Speaking, Public Relations, Philanthropy, Community Development, Media Relations, Event Management, Non-profits, Board Development, Public Policy, Non-profit..., Annual Giving, Grants, Political Campaigns, Program Evaluation, Policy Analysis
Education
Suffolk University 2008 — 2012
Master of Public Administration (M.P.A.), Public Administration, 3.98
Assumption College 1981 — 1985
Bachelor of Arts (BA), Foreign Affairs
United Teen Equality Center (UTEC) August 2013 - Present
Alzheimer's Association June 2010 - November 2012
Indian Hill Music June 2001 - June 2005
Financial Strategies 1990 - 2000
Weston Financial Group 1986 - 1990
Rhode Island Hospital Trust 1985 - 1986
Skills
Fundraising, Nonprofit management, Community Organizing, Community Outreach, Volunteer Management, Grant Writing, Program Development, Event Planning, Public Speaking, Public Relations, Philanthropy, Community Development, Media Relations, Event Management, Non-profits, Board Development, Public Policy, Non-profit..., Annual Giving, Grants, Political Campaigns, Program Evaluation, Policy Analysis
Education
Suffolk University 2008 — 2012
Master of Public Administration (M.P.A.), Public Administration, 3.98
Assumption College 1981 — 1985
Bachelor of Arts (BA), Foreign Affairs
Paul Kafka's Financial Strategies Experience January 1974 - Present
Job Financial Advisor at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities L.P. January 1975 - Present
Crown Capital Securities, L.P. January 1975 - Present
Financial Strategies January 1974 - Present
Skills
REIT, 1031 Exchanges, Oil & Gas Investments, Retirement Plan..., Indexed Annuities, Fixed Annuities, Mutual Funds, Income Protection, Bonds, Life Insurance, Health Insurance, Finance, Series 6, Disability Insurance, FINRA, IRAs, 401k, Pensions, Variable Annuities
Education
Benedictine College
Bachelor of Arts (B.A.), Economics
Crown Capital Securities L.P. January 1975 - Present
Crown Capital Securities, L.P. January 1975 - Present
Financial Strategies January 1974 - Present
Skills
REIT, 1031 Exchanges, Oil & Gas Investments, Retirement Plan..., Indexed Annuities, Fixed Annuities, Mutual Funds, Income Protection, Bonds, Life Insurance, Health Insurance, Finance, Series 6, Disability Insurance, FINRA, IRAs, 401k, Pensions, Variable Annuities
Education
Benedictine College
Bachelor of Arts (B.A.), Economics
Lindy Welch's Financial Strategies Experience August 2005 - November 2007
Job Business Analyst at City of Fishers
Industry Information Technology and Services
Experience
City of Fishers April 2014 - Present
The Institute for Study Abroad, Butler University November 2007 - April 2014
Financial Strategies August 2005 - November 2007
Skills
ITIL, Team Leadership, Public Relations, Disaster Recovery, Business Analysis, SDLC, Risk Management, Security, Leadership, Project Management, Network Administration, Technical Support, Networking, Training, Management, Microsoft Office, Program Management, System Administration
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Computer Science
City of Fishers April 2014 - Present
The Institute for Study Abroad, Butler University November 2007 - April 2014
Financial Strategies August 2005 - November 2007
Skills
ITIL, Team Leadership, Public Relations, Disaster Recovery, Business Analysis, SDLC, Risk Management, Security, Leadership, Project Management, Network Administration, Technical Support, Networking, Training, Management, Microsoft Office, Program Management, System Administration
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Computer Science
Jeff Hammel's Financial Strategies Experience January 2008 - December 2011
Job Sales Training Manager at Hallmark Home Mortgage NMLS#53441
Industry Financial Services
Experience
Hallmark Home Mortgage NMLS#53441 May 2015 - Present
Hallmark Home Mortgage September 2014 - Present
The Mortgage Education Experts December 2011 - July 2014
Financial Strategies January 2008 - December 2011
Union Federal Bank / American Brokers Conduit January 2002 - August 2008
Waterfield Mortgage 1993 - 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, USDA, Investment Properties, Real Estate, Loan Origination, VA loans, Loans, Residential Mortgages, FHA financing, REO, Residential Homes, Credit, Underwriting, Real Estate Financing, Sales Management, Selling, Sales, Mortgage Education, Training, Banking, Loan Servicing, Real Estate Economics, VA Loans
Education
Indiana University-Purdue University at Fort Wayne
Hallmark Home Mortgage NMLS#53441 May 2015 - Present
Hallmark Home Mortgage September 2014 - Present
The Mortgage Education Experts December 2011 - July 2014
Financial Strategies January 2008 - December 2011
Union Federal Bank / American Brokers Conduit January 2002 - August 2008
Waterfield Mortgage 1993 - 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, USDA, Investment Properties, Real Estate, Loan Origination, VA loans, Loans, Residential Mortgages, FHA financing, REO, Residential Homes, Credit, Underwriting, Real Estate Financing, Sales Management, Selling, Sales, Mortgage Education, Training, Banking, Loan Servicing, Real Estate Economics, VA Loans
Education
Indiana University-Purdue University at Fort Wayne
Dawn Hennessey's Financial Strategies Experience October 2005 - March 2012
Job Darlington Cookie Company and Union Tape USA
Industry Executive Office
Experience
Financial Strategies October 2005 - March 2012
AAA Mortgage Training October 2005 - March 2011
St. Vincent's Hospital December 1984 - August 2005
Education
University of Evansville 1981 — 1985
Financial Strategies October 2005 - March 2012
AAA Mortgage Training October 2005 - March 2011
St. Vincent's Hospital December 1984 - August 2005
Education
University of Evansville 1981 — 1985
Shannon Schilling's Financial Strategies Experience July 2006 - April 2010
Job Online Marketing Specialist at Chrome Battery
Industry Commercial Real Estate
Experience
Chrome Battery April 2014 - Present
Applied Marketing March 2012 - April 2014
Financial Strategies July 2006 - April 2010
Skills
Microsoft Office, Microsoft Excel, Selling, Team Building, Mortgage Lending, Customer Service, Process Improvement, CRM, Operations Management, Management, Editing, Adult Education, Budgets, Entrepreneurship, Microsoft Word, Training, Leadership, Sales, Customer Satisfaction, Team Leadership, Outlook, Negotiation
Education
Ivy Tech Community College 2010 — 2011
General Studies
Indiana University-Purdue University at Indianapolis 1992 — 1994
Nursing
Pike
Chrome Battery April 2014 - Present
Applied Marketing March 2012 - April 2014
Financial Strategies July 2006 - April 2010
Skills
Microsoft Office, Microsoft Excel, Selling, Team Building, Mortgage Lending, Customer Service, Process Improvement, CRM, Operations Management, Management, Editing, Adult Education, Budgets, Entrepreneurship, Microsoft Word, Training, Leadership, Sales, Customer Satisfaction, Team Leadership, Outlook, Negotiation
Education
Ivy Tech Community College 2010 — 2011
General Studies
Indiana University-Purdue University at Indianapolis 1992 — 1994
Nursing
Pike
Timothy Daye's Financial Strategies Experience September 2009 - Present
Job Sales at Financial Strategies
Industry Financial Services
Experience
Financial Strategies September 2009 - Present
Access Fleet February 2009 - July 2009
First Investors Financial Services September 2006 - April 2009
Protech ADT June 2005 - September 2006
State Employee Credit Union September 2001 - April 2004
Foot Action October 1999 - September 2001
Education
Fayetteville State University 1999 — 2002
BS, Economics
Financial Strategies September 2009 - Present
Access Fleet February 2009 - July 2009
First Investors Financial Services September 2006 - April 2009
Protech ADT June 2005 - September 2006
State Employee Credit Union September 2001 - April 2004
Foot Action October 1999 - September 2001
Education
Fayetteville State University 1999 — 2002
BS, Economics
Shannon Benay's Financial Strategies Experience 2014 - Present
Job Senior Associate & Consultant at Financial Strategies
Industry Law Practice
Experience
Financial Strategies 2014 - Present
Benay & Associates 2008 - Present
Agile Group November 2005 - October 2008
Spectrum Health Systems November 2002 - April 2005
Skills
Mediation, Dispute Resolution, Alternative Dispute..., Legal Writing, Family Law, Legal Research, Litigation, Negotiation, Contract Negotiation, Arbitration, Legal Advice, Trials, Legal Assistance
Education
Roger Williams University School of Law 2001 — 2005
JD, Law
University of Massachusetts Dartmouth 1994 — 1998
BA, Political Science; Writing
Bishop Feehan
Bishop Feehan
Financial Strategies 2014 - Present
Benay & Associates 2008 - Present
Agile Group November 2005 - October 2008
Spectrum Health Systems November 2002 - April 2005
Skills
Mediation, Dispute Resolution, Alternative Dispute..., Legal Writing, Family Law, Legal Research, Litigation, Negotiation, Contract Negotiation, Arbitration, Legal Advice, Trials, Legal Assistance
Education
Roger Williams University School of Law 2001 — 2005
JD, Law
University of Massachusetts Dartmouth 1994 — 1998
BA, Political Science; Writing
Bishop Feehan
Bishop Feehan
Peggy Silverstein Rahel Bashe-Thomas's Financial Strategies Experience 2011 - 2012
Job Independent Financial Services Professional
Industry Financial Services
Experience
We R Designing Futures October 2008 - Present
Financial Strategies 2011 - 2012
Skills
Small Business, Leadership Development, Public Speaking, Investments, Financial Planning, Equities, Portfolio Management, Public Relations, Wealth Management, Funding, Problem Solving, Coaching, Business Strategy, Risk Management, Team Leadership, Marketing Strategy, New Business Development, Motivational Speaking, Strategic Financial..., Negotiation, Accounting, Real Estate, Insurance, Marketing, Asset Managment, Business Development, Program Management, Strategic Planning, Customer Service, Event Management, Change Management, Leadership, Sales, Retirement Planning, Budgets, Management Consulting, Entrepreneurship, Training, Management, Fixed Annuities, Start-ups, Strategy, Sales Management, Business Planning, Team Building, Organizational..., Social Networking, Business, Retirement, Fundraising
Education
SFIUniversity 2014 — 2014
Leveraging Arbitrage for Ultimate in Tax Free Retirement
San Jose State University 1974 — 1978
Master of Fine Arts (MFA), Fine and Studio Arts
UW-Milwaukee 1966 — 1971
Bachelor of Fine Arts (BFA), Art Teacher Education
We R Designing Futures October 2008 - Present
Financial Strategies 2011 - 2012
Skills
Small Business, Leadership Development, Public Speaking, Investments, Financial Planning, Equities, Portfolio Management, Public Relations, Wealth Management, Funding, Problem Solving, Coaching, Business Strategy, Risk Management, Team Leadership, Marketing Strategy, New Business Development, Motivational Speaking, Strategic Financial..., Negotiation, Accounting, Real Estate, Insurance, Marketing, Asset Managment, Business Development, Program Management, Strategic Planning, Customer Service, Event Management, Change Management, Leadership, Sales, Retirement Planning, Budgets, Management Consulting, Entrepreneurship, Training, Management, Fixed Annuities, Start-ups, Strategy, Sales Management, Business Planning, Team Building, Organizational..., Social Networking, Business, Retirement, Fundraising
Education
SFIUniversity 2014 — 2014
Leveraging Arbitrage for Ultimate in Tax Free Retirement
San Jose State University 1974 — 1978
Master of Fine Arts (MFA), Fine and Studio Arts
UW-Milwaukee 1966 — 1971
Bachelor of Fine Arts (BFA), Art Teacher Education
Jeffery Mowery's Financial Strategies Experience April 2010 - Present
Job Account Manager, Customer support, tech support at Financial Strategies
Industry Financial Services
Experience
Financial Strategies April 2010 - Present
Best Buy August 2007 - September 2009
Finish Line September 2005 - July 2007
Education
Ivy Tech Community College 2008 — 2010
N/A, General Business
Financial Strategies April 2010 - Present
Best Buy August 2007 - September 2009
Finish Line September 2005 - July 2007
Education
Ivy Tech Community College 2008 — 2010
N/A, General Business
Joseph H Francis Sr.'s Financial Strategies Experience January 1996 - Present
Job Owner, Financial Strategies
Industry Marketing and Advertising
Experience
Financial Strategies January 1996 - Present
Financial Strategies January 1995 - Present
Education
Hunter College 1975 — 1976
phsycology
New York City Community College 1973 — 1975
phsycology
Financial Strategies January 1996 - Present
Financial Strategies January 1995 - Present
Education
Hunter College 1975 — 1976
phsycology
New York City Community College 1973 — 1975
phsycology
Courtney (Vazquez) Robinette's Financial Strategies Experience March 2012 - March 2013
Job ELearning Specialist at Dominion Dealer Solutions
Industry Publishing
Experience
Dominion Dealer Solutions March 2013 - Present
Financial Strategies March 2012 - March 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada February 2011 - March 2012
Financial Strategies August 2009 - February 2011
Crowe Horwath LLP July 2008 - August 2009
Skills
PowerPoint, Editing, Proofreading, English, English Literature, Print, Books
Education
Ball State University 2002 — 2006
BA, English Literature
Dominion Dealer Solutions March 2013 - Present
Financial Strategies March 2012 - March 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada February 2011 - March 2012
Financial Strategies August 2009 - February 2011
Crowe Horwath LLP July 2008 - August 2009
Skills
PowerPoint, Editing, Proofreading, English, English Literature, Print, Books
Education
Ball State University 2002 — 2006
BA, English Literature
Tabari Clarke's Financial Strategies Experience January 2011 - December 2012
Job Packaging and Containers Professional
Industry Packaging and Containers
Experience
Financial Strategies January 2011 - December 2012
Pizza Hut August 2010 - December 2010
Garden Eating May 2010 - August 2010
Education
Georgia Perimeter College 2011 — 2014
Associate's degree, Criminal Justice
NORTH GWINNETT HIGH SCHOOL 2007 — 2010
High School Diploma
Financial Strategies January 2011 - December 2012
Pizza Hut August 2010 - December 2010
Garden Eating May 2010 - August 2010
Education
Georgia Perimeter College 2011 — 2014
Associate's degree, Criminal Justice
NORTH GWINNETT HIGH SCHOOL 2007 — 2010
High School Diploma