Insight Financial Services
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Insight Financial Services Employees
Employee
Years
Job
Industry
Pete A. Martinez, MBA Wealth Manager Pete A. Martinez, MBA Wealth Manager's Insight Financial Services Experience April 2006 - Present
Job Owner, Insight Financial Services
Industry Financial Services
Experience
INSIGHT FINANCIAL SERVICES April 2006 - Present
INSIGHT INSURANCE PARTNERS April 2006 - Present
New England Financial Services August 2001 - April 2006
United States Air Force July 1989 - January 2002
CPI June 1994 - August 2001
Skills
Strategic Planning, Sales, Investments, Risk Management, Team Building, Insurance, Leadership, Process Improvement, Leadership Development, Customer Service, Financial Analysis, New Business Development, Budgets, Program Management, Management, Operations Management
Education
Baker University
MBA, Finance
Rye Neck High School
University of Central Missouri
INSIGHT FINANCIAL SERVICES April 2006 - Present
INSIGHT INSURANCE PARTNERS April 2006 - Present
New England Financial Services August 2001 - April 2006
United States Air Force July 1989 - January 2002
CPI June 1994 - August 2001
Skills
Strategic Planning, Sales, Investments, Risk Management, Team Building, Insurance, Leadership, Process Improvement, Leadership Development, Customer Service, Financial Analysis, New Business Development, Budgets, Program Management, Management, Operations Management
Education
Baker University
MBA, Finance
Rye Neck High School
University of Central Missouri
Chris Strawn Chris Strawn's Insight Financial Services Experience March 2011 - Present
Job Account Executive, Texas ISDs
Industry Information Services
Experience
Insight Financial Services March 2011 - Present
Hospice Source May 2008 - March 2011
The Media Audit February 1997 - November 2007
KBR, Inc. May 1990 - January 1993
Skills
Business Development, New Business Development, Finance, Business Strategy, Contract Negotiation, Account Management, Strategic Planning, Sales, Financial Analysis, Solution Selling, Sales Process, Marketing, Sales Operations, Budgets, Management, Sales Management, Marketing Strategy
Education
University of Southern California 2005 — 2008
Master of Science (MS), Architectural Engineering & Historic Preservation, 3.9 GPA
University of Houston 1993 — 1996
Bachelor of Science (BS), Marketing, 3.49 GPA
University of Houston 1993 — 1996
Bachelor of Arts (BA), Communication and Media Studies, 3.49 GPA
St. Thomas Preparatory - Basilian Order
High School, Honors/Regents High School/Secondary Diploma Program, 9-12
Insight Financial Services March 2011 - Present
Hospice Source May 2008 - March 2011
The Media Audit February 1997 - November 2007
KBR, Inc. May 1990 - January 1993
Skills
Business Development, New Business Development, Finance, Business Strategy, Contract Negotiation, Account Management, Strategic Planning, Sales, Financial Analysis, Solution Selling, Sales Process, Marketing, Sales Operations, Budgets, Management, Sales Management, Marketing Strategy
Education
University of Southern California 2005 — 2008
Master of Science (MS), Architectural Engineering & Historic Preservation, 3.9 GPA
University of Houston 1993 — 1996
Bachelor of Science (BS), Marketing, 3.49 GPA
University of Houston 1993 — 1996
Bachelor of Arts (BA), Communication and Media Studies, 3.49 GPA
St. Thomas Preparatory - Basilian Order
High School, Honors/Regents High School/Secondary Diploma Program, 9-12
George Guibert George Guibert's Insight Financial Services Experience September 2012 - August 2014
Job IT Recertified Hardware | IT Solutions, Services| IT Blended Approach | Servers | Storage | Dell,HP, Microsoft Partners
Industry Information Technology and Services
Experience
Insight Systems Exchange (ISE) August 2014 - Present
Insight Financial Services September 2012 - August 2014
Numerica Capital Group, LLC January 2010 - September 2012
Westover Financial, Inc. August 2002 - December 2009
Prolease - Equipment Financing September 1992 - July 2002
Skills
B2B, New Business Development, Negotiation, Account Management, Management, Process Improvement, Key Account Management, Sales Management, Manufacturing, Solution Selling, Business Development, Product Marketing, Contract Negotiation, Sales, Sales Operations, Marketing, Start-ups, Strategic Planning, Customer Service, Finance, Product Development, Direct Sales, Sales Process, Team Building, Business Strategy, Networking, Salesforce.com
Education
Cypress College 1970 — 1972
Business/ Music & Literature
Insight Systems Exchange (ISE) August 2014 - Present
Insight Financial Services September 2012 - August 2014
Numerica Capital Group, LLC January 2010 - September 2012
Westover Financial, Inc. August 2002 - December 2009
Prolease - Equipment Financing September 1992 - July 2002
Skills
B2B, New Business Development, Negotiation, Account Management, Management, Process Improvement, Key Account Management, Sales Management, Manufacturing, Solution Selling, Business Development, Product Marketing, Contract Negotiation, Sales, Sales Operations, Marketing, Start-ups, Strategic Planning, Customer Service, Finance, Product Development, Direct Sales, Sales Process, Team Building, Business Strategy, Networking, Salesforce.com
Education
Cypress College 1970 — 1972
Business/ Music & Literature
Sarah Schreiber (Sarah Masters) Sarah Schreiber (Sarah Masters)'s Insight Financial Services Experience May 2010 - Present
Job Marketing Manager at Insight Financial Services
Industry Marketing and Advertising
Experience
Insight Financial Services May 2010 - Present
Questys Solutions September 2008 - May 2010
Questys Solutions May 2008 - August 2008
Discovery Science Center September 2007 - December 2007
Skills
Microsoft Office, Photoshop, InDesign, Social Media, Camtasia, Email Marketing, Marketing Communications, Microsoft Excel, New Business Development, Sales, Event Planning, Advertising, CRM, Marketing, Event Management, Illustrator, Editing, Sales Presentations, Marketing Strategy, Account Management, Leadership, Team Leadership
Education
California State University-Fullerton 2001 — 2007
Bachelor of Arts in Communications, Concentration in Public Relations
Insight Financial Services May 2010 - Present
Questys Solutions September 2008 - May 2010
Questys Solutions May 2008 - August 2008
Discovery Science Center September 2007 - December 2007
Skills
Microsoft Office, Photoshop, InDesign, Social Media, Camtasia, Email Marketing, Marketing Communications, Microsoft Excel, New Business Development, Sales, Event Planning, Advertising, CRM, Marketing, Event Management, Illustrator, Editing, Sales Presentations, Marketing Strategy, Account Management, Leadership, Team Leadership
Education
California State University-Fullerton 2001 — 2007
Bachelor of Arts in Communications, Concentration in Public Relations
Michelle Hallis Michelle Hallis's Insight Financial Services Experience April 2013 - Present
Job Vice President, Regional Manager at Insight Financial Services IT Refresh & Leasing Professional
Industry Financial Services
Experience
Insight Financial Services April 2013 - Present
Insight Financial Services April 2009 - Present
Skills
Leases, Strategic Selling, Sales, Healthcare, Credit, Finance, New Business Development, Strategic Partnerships, Lead Generation, Sales Management, Sales Presentations, Cost Transparency, Business Development, Enterprise Software, Financial Analysis, Financial Services, Leadership, Management, Marketing, Portfolio Management, Sales Process, Solution Selling
Education
California State University-Fullerton 1996 — 2001
Bachelor's Degree, Double Major - Finance & Marketing
Insight Financial Services April 2013 - Present
Insight Financial Services April 2009 - Present
Skills
Leases, Strategic Selling, Sales, Healthcare, Credit, Finance, New Business Development, Strategic Partnerships, Lead Generation, Sales Management, Sales Presentations, Cost Transparency, Business Development, Enterprise Software, Financial Analysis, Financial Services, Leadership, Management, Marketing, Portfolio Management, Sales Process, Solution Selling
Education
California State University-Fullerton 1996 — 2001
Bachelor's Degree, Double Major - Finance & Marketing
Andy Hashimoto Andy Hashimoto's Insight Financial Services Experience July 2008 - Present
Job Account Executive
Industry Financial Services
Experience
Insight Financial Services July 2008 - Present
Skills
Information Technology, Software, EMR, Servers, Laptops, Medical Equipment, Ultrasound, MRI, Tablets, Networking, Management, Program Management, Salesforce.com, Solution Selling, Sales, Equipment Loans, Lease Negotiations, Marketing Strategy, Process Improvement, Medical Devices, Account Management, New Business Development, Business Development, Cold Calling, Selling, Contract Negotiation, Direct Sales, Sales Presentations, Sales Management, Leadership, SaaS, Sales Process, Sales Operations, Key Account Management
Education
California State University-Sacramento 1997 — 2002
BS
Oakmont High School
Insight Financial Services July 2008 - Present
Skills
Information Technology, Software, EMR, Servers, Laptops, Medical Equipment, Ultrasound, MRI, Tablets, Networking, Management, Program Management, Salesforce.com, Solution Selling, Sales, Equipment Loans, Lease Negotiations, Marketing Strategy, Process Improvement, Medical Devices, Account Management, New Business Development, Business Development, Cold Calling, Selling, Contract Negotiation, Direct Sales, Sales Presentations, Sales Management, Leadership, SaaS, Sales Process, Sales Operations, Key Account Management
Education
California State University-Sacramento 1997 — 2002
BS
Oakmont High School
Patricia Hasegawa Patricia Hasegawa's Insight Financial Services Experience January 2005 - December 2013
Job CCO at Insight Private Advisors, LLC
Industry Financial Services
Experience
Insight Private Advisors, LLC January 2014 - Present
Insight Financial Services January 2005 - December 2013
Great Scott Financial Services January 2003 - December 2004
National Exchange Carrier Association 1998 - 2000
AT&T 1980 - 1998
AT&T 1980 - 1998
Skills
Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark
Insight Private Advisors, LLC January 2014 - Present
Insight Financial Services January 2005 - December 2013
Great Scott Financial Services January 2003 - December 2004
National Exchange Carrier Association 1998 - 2000
AT&T 1980 - 1998
AT&T 1980 - 1998
Skills
Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark
Brandon Latino Brandon Latino's Insight Financial Services Experience April 2011 - Present
Job Account Executive at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2011 - Present
Provident Leasing October 2009 - April 2011
Skills
Business Development, Financial Services, CRM, New Business Development, Marketing, Asset Management, Management, Finance, Solution Selling, Leases, Financial Structuring, Salesforce.com, Sales, Leadership, Sales Management, Customer Service, Strategic Planning
Education
California State University-Fullerton - College of Business and Economics 2003 — 2009
BA, Finance
Insight Financial Services April 2011 - Present
Provident Leasing October 2009 - April 2011
Skills
Business Development, Financial Services, CRM, New Business Development, Marketing, Asset Management, Management, Finance, Solution Selling, Leases, Financial Structuring, Salesforce.com, Sales, Leadership, Sales Management, Customer Service, Strategic Planning
Education
California State University-Fullerton - College of Business and Economics 2003 — 2009
BA, Finance
David Tynes David Tynes's Insight Financial Services Experience May 2007 - Present
Job Financial and Operations Consultant at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services May 2007 - Present
GAP March 2007 - May 2011
Insight Financial Services May 2003 - May 2007
Warner Bros. Entertainment Group of Companies April 1992 - April 2003
Skills
Project Management, Managerial Finance, Operations Management, Human Resources, Accounting, New Business Development, Recruiting, Technical Recruiting, Contract Recruitment, Process Improvement, Budgets, Business Process..., Business Analysis, Vendor Management, Finance, Credit & Collections, Training, Business Development, Analysis
Education
California State University-Long Beach
BS, Business Administration/Financial Management
California State University-Long Beach
Certificate, Project Management
Insight Financial Services May 2007 - Present
GAP March 2007 - May 2011
Insight Financial Services May 2003 - May 2007
Warner Bros. Entertainment Group of Companies April 1992 - April 2003
Skills
Project Management, Managerial Finance, Operations Management, Human Resources, Accounting, New Business Development, Recruiting, Technical Recruiting, Contract Recruitment, Process Improvement, Budgets, Business Process..., Business Analysis, Vendor Management, Finance, Credit & Collections, Training, Business Development, Analysis
Education
California State University-Long Beach
BS, Business Administration/Financial Management
California State University-Long Beach
Certificate, Project Management
Colleen O'Donnell Colleen O'Donnell's Insight Financial Services Experience April 2008 - Present
Job Vice PresidentRegional ManagerInsight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2008 - Present
US Bank July 2004 - April 2008
Summit Funding Group September 1997 - July 2004
Skills
Sales Management, Finance, New Business Development, Solution Selling, Budgets, Training, Account Management, Sales Process, Negotiation, Enterprise Software, Selling, Direct Sales, Salesforce.com, Sales, Healthcare, Business Development, Lease Negotiations, Team Management, Information Technology, SaaS, Strategic Planning, Forecasting, Leasing, Cloud Computing, CRM, Team Building, Professional Services, Channel Partners, Strategic Partnerships, Cross-functional Team..., Lead Generation, Sales Presentations, Managed Services, B2B, Strategy, Contract Negotiation, Software Industry, Cold Calling, Sales Operations, Business Alliances, Management, Leadership, Competitive Analysis, Product Management, Storage, Go-to-market Strategy
Education
Middlesex Community College 1986 — 1988
Hotel and Restaurant Management
Insight Financial Services April 2008 - Present
US Bank July 2004 - April 2008
Summit Funding Group September 1997 - July 2004
Skills
Sales Management, Finance, New Business Development, Solution Selling, Budgets, Training, Account Management, Sales Process, Negotiation, Enterprise Software, Selling, Direct Sales, Salesforce.com, Sales, Healthcare, Business Development, Lease Negotiations, Team Management, Information Technology, SaaS, Strategic Planning, Forecasting, Leasing, Cloud Computing, CRM, Team Building, Professional Services, Channel Partners, Strategic Partnerships, Cross-functional Team..., Lead Generation, Sales Presentations, Managed Services, B2B, Strategy, Contract Negotiation, Software Industry, Cold Calling, Sales Operations, Business Alliances, Management, Leadership, Competitive Analysis, Product Management, Storage, Go-to-market Strategy
Education
Middlesex Community College 1986 — 1988
Hotel and Restaurant Management
Jim Lindley Jim Lindley's Insight Financial Services Experience March 2008 - Present
Job Vice President at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services March 2008 - Present
US Bancorp Oliver Allen Technology Leasing August 2001 - March 2008
Bankers Direct Leasing, A division of ABN AMRO Group March 1995 - August 2001
Skills
Sales, Business Development, Leadership, Business Strategy, Enterprise Software, New Business Development, Customer Satisfaction, Management, Solution Selling, Salesforce.com
Education
University of Southern California 1987 — 1991
Dual Bachelor of Science Degrees
Insight Financial Services March 2008 - Present
US Bancorp Oliver Allen Technology Leasing August 2001 - March 2008
Bankers Direct Leasing, A division of ABN AMRO Group March 1995 - August 2001
Skills
Sales, Business Development, Leadership, Business Strategy, Enterprise Software, New Business Development, Customer Satisfaction, Management, Solution Selling, Salesforce.com
Education
University of Southern California 1987 — 1991
Dual Bachelor of Science Degrees
Allen Frederick Allen Frederick's Insight Financial Services Experience 2006 - 2008
Job Managing Wealth Advisor at WilshirePennington Group
Industry Financial Services
Experience
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
Rick Cade Rick Cade's Insight Financial Services Experience October 2012 - December 2013
Job Associate Account Executive at CSI Leasing
Industry Financial Services
Experience
CSI Leasing December 2014 - Present
Ricoh Legal December 2013 - December 2014
Insight Financial Services October 2012 - December 2013
Penske Truck Leasing 2009 - 2012
Ryder System, Inc. 2008 - 2009
UPS 2004 - 2008
Education
University of Houston 2005 — 2007
Bachelor of Arts (B.A.), History
CSI Leasing December 2014 - Present
Ricoh Legal December 2013 - December 2014
Insight Financial Services October 2012 - December 2013
Penske Truck Leasing 2009 - 2012
Ryder System, Inc. 2008 - 2009
UPS 2004 - 2008
Education
University of Houston 2005 — 2007
Bachelor of Arts (B.A.), History
Melissa Man Melissa Man's Insight Financial Services Experience January 2014 - January 2015
Job Student at California State UniversityLong Beach
Industry Design
Experience
Agofofu January 2015 - April 2015
Insight Financial Services January 2014 - January 2015
949 design March 2012 - May 2012
88 Orange January 2012 - May 2012
Skills
Photoshop, Illustrator, InDesign, Marketing, Graphic Design, Graphics, Microsoft Office
Education
California State University-Long Beach 2011 — 2014
Bachelor of Arts (B.A.), Design
Agofofu January 2015 - April 2015
Insight Financial Services January 2014 - January 2015
949 design March 2012 - May 2012
88 Orange January 2012 - May 2012
Skills
Photoshop, Illustrator, InDesign, Marketing, Graphic Design, Graphics, Microsoft Office
Education
California State University-Long Beach 2011 — 2014
Bachelor of Arts (B.A.), Design
Alfonso Saverino Alfonso Saverino's Insight Financial Services Experience October 2012 - August 2013
Job Accountant
Industry Accounting
Experience
Warner Lott Duritza & Lowe July 2014 - Present
Insight Financial Services October 2012 - August 2013
Northwestern Mutual October 2011 - September 2012
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Life Insurance, Microsoft Office, Business Development, Fixed Annuities, Microsoft Excel, Series 6, Insurance, Retirement, Financial Planning
Education
New Jersey City University 2013 — 2015
Master of Accountancy
Penn State University
B.A., History/Business
Red Bank Catholic
Warner Lott Duritza & Lowe July 2014 - Present
Insight Financial Services October 2012 - August 2013
Northwestern Mutual October 2011 - September 2012
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Life Insurance, Microsoft Office, Business Development, Fixed Annuities, Microsoft Excel, Series 6, Insurance, Retirement, Financial Planning
Education
New Jersey City University 2013 — 2015
Master of Accountancy
Penn State University
B.A., History/Business
Red Bank Catholic
Haitham Bisharat's Insight Financial Services Experience September 2014 - Present
Job Account Executive at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services September 2014 - Present
Meridian Group International, Inc. September 2008 - September 2014
US Bancorp Equipment Finance Inc, Oliver-Allen Technology Leasing January 2007 - September 2008
American River Bank March 2005 - January 2007
Skills
Account Management, Salesforce.com, Sales, Credit, Direct Sales, New Business Development, Business Development, Sales Management, Lease Options, Strategic Planning, Lease Negotiations, Customer Service, Solution Selling, Sales Operations, Cloud Computing, Lead Generation, Management, Sales Process, Channel Partners, B2B, Contract Negotiation, Strategic Partnerships, Selling, CRM, Cold Calling, Product Marketing, Competitive Analysis, SaaS, Product Management, Leadership, Negotiation, Professional Services, Sales Presentations, Strategy, Pricing, Finance, Relationship Management, Storage, Executive Management, Forecasting, Asset Based Lending, Customer Retention, Portfolio Management, Managed Services, Cross-functional Team...
Education
California State University-Sacramento 1999 — 2003
BA, Communication Studies, German
Die Freie Universität, Berlin 2002 — 2002
German Studies
Western Washington University 2002 — 2002
German Studies
California Polytechnic State University-San Luis Obispo 1996 — 1997
Jesuit High School 1992 — 1996
Euromoney Lease Training
Insight Financial Services September 2014 - Present
Meridian Group International, Inc. September 2008 - September 2014
US Bancorp Equipment Finance Inc, Oliver-Allen Technology Leasing January 2007 - September 2008
American River Bank March 2005 - January 2007
Skills
Account Management, Salesforce.com, Sales, Credit, Direct Sales, New Business Development, Business Development, Sales Management, Lease Options, Strategic Planning, Lease Negotiations, Customer Service, Solution Selling, Sales Operations, Cloud Computing, Lead Generation, Management, Sales Process, Channel Partners, B2B, Contract Negotiation, Strategic Partnerships, Selling, CRM, Cold Calling, Product Marketing, Competitive Analysis, SaaS, Product Management, Leadership, Negotiation, Professional Services, Sales Presentations, Strategy, Pricing, Finance, Relationship Management, Storage, Executive Management, Forecasting, Asset Based Lending, Customer Retention, Portfolio Management, Managed Services, Cross-functional Team...
Education
California State University-Sacramento 1999 — 2003
BA, Communication Studies, German
Die Freie Universität, Berlin 2002 — 2002
German Studies
Western Washington University 2002 — 2002
German Studies
California Polytechnic State University-San Luis Obispo 1996 — 1997
Jesuit High School 1992 — 1996
Euromoney Lease Training
Gregory Viscomi Gregory Viscomi's Insight Financial Services Experience September 2008 - Present
Job Certified College Planner at Premier College Funding LLC
Industry Financial Services
Experience
Premier College Funding LLC September 2009 - Present
Insight Financial Services September 2008 - Present
Morgan Stanley 1999 - 2007
Berlitz International March 1995 - November 1997
Education
Chubb Institute 1998 — 1999
Programming, Computer programming
Lafayette College 1987 — 1991
BA, History
Premier College Funding LLC September 2009 - Present
Insight Financial Services September 2008 - Present
Morgan Stanley 1999 - 2007
Berlitz International March 1995 - November 1997
Education
Chubb Institute 1998 — 1999
Programming, Computer programming
Lafayette College 1987 — 1991
BA, History
Chuck Gaylord's Insight Financial Services Experience October 2009 - August 2010
Job Regional Sales Manager US Enterprise East at Cisco Systems Capital
Industry Financial Services
Experience
Cisco Capital November 2012 - Present
CHG-MERIDIAN Equipment Leasing - US Finance, Ltd. April 2012 - November 2012
Northridge Equipment Disposition, LLC September 2010 - April 2012
Insight Financial Services October 2009 - August 2010
US Bank Equipment Finance July 2007 - September 2009
IBM Global Financing June 2006 - June 2007
Longshore Systems Inc./Relational Funding Corp. March 1990 - May 2006
Education
Boston University
BA, Psychology/Math
Boston University Graduate School of Management
MBA, Finance
Cisco Capital November 2012 - Present
CHG-MERIDIAN Equipment Leasing - US Finance, Ltd. April 2012 - November 2012
Northridge Equipment Disposition, LLC September 2010 - April 2012
Insight Financial Services October 2009 - August 2010
US Bank Equipment Finance July 2007 - September 2009
IBM Global Financing June 2006 - June 2007
Longshore Systems Inc./Relational Funding Corp. March 1990 - May 2006
Education
Boston University
BA, Psychology/Math
Boston University Graduate School of Management
MBA, Finance
Amita Seth's Insight Financial Services Experience April 2005 - Present
Job AMOS Sales & Client Support Manager @ Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2005 - Present
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2002 - August 2003
Wells Fargo Bank August 1999 - June 2002
Skills
Excel, Customer Service, PowerPoint, Word, Visio, Salesforce.com, Crystal Reports, Microsoft Excel, Outlook, Leadership, Sales, Training, Management, CRM, Analysis, Sales Management, Microsoft Word, Business Development, Strategy, Process Improvement, Marketing, Finance, Banking, Solution Selling
Education
California State University-Fullerton
B.A., Business Administration, Finance
Insight Financial Services April 2005 - Present
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2003 - December 2004
Western Financial Bank August 2002 - August 2003
Wells Fargo Bank August 1999 - June 2002
Skills
Excel, Customer Service, PowerPoint, Word, Visio, Salesforce.com, Crystal Reports, Microsoft Excel, Outlook, Leadership, Sales, Training, Management, CRM, Analysis, Sales Management, Microsoft Word, Business Development, Strategy, Process Improvement, Marketing, Finance, Banking, Solution Selling
Education
California State University-Fullerton
B.A., Business Administration, Finance
Doug Dzwik's Insight Financial Services Experience February 2010 - July 2012
Job Owner at Hometown Mortgage
Industry Financial Services
Experience
Hometown Mortgage July 2012 - Present
Insight Financial Services February 2010 - July 2012
Kaye Financial Corporation September 2008 - February 2012
Mortgage Planners November 2002 - September 2008
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Credit, Debt Consolidation, Banking, Mortgage Banking, Certified Mortgage..., FHA
Education
Central Michigan University 1994 — 1997
Bachelor's degree, Business Administration and Management, General
Kellogg Community College 1992 — 1994
Hometown Mortgage July 2012 - Present
Insight Financial Services February 2010 - July 2012
Kaye Financial Corporation September 2008 - February 2012
Mortgage Planners November 2002 - September 2008
Skills
Mortgage Lending, Residential Mortgages, Refinance, Loans, Credit, Debt Consolidation, Banking, Mortgage Banking, Certified Mortgage..., FHA
Education
Central Michigan University 1994 — 1997
Bachelor's degree, Business Administration and Management, General
Kellogg Community College 1992 — 1994
Kyle J. Hofer Mora, MBA's Insight Financial Services Experience January 2011 - Present
Job Director of Business Analytics IFS at Insight Investments
Industry Financial Services
Experience
Insight Financial Services January 2011 - Present
Consultant (Self-Employed) August 2009 - April 2012
Insight Investments January 2007 - August 2009
Insight Investments November 2003 - January 2007
Sunstone Hotels June 2001 - January 2002
Sunstone Hotels June 2000 - June 2001
Skills
Financial Analysis, Strategic Planning, Analytics, Management, Finance, Business Strategy, Financial Modeling, SQL, Process Improvement, Data Visualization, Data Analysis, Leadership, Portfolio Management, Accounting, Forecasting, Business Development, Project Management, Business Process, Market Research, Corporate Finance, Financial Reporting, Risk Management, International Business, Revenue Management, Competitive Analysis, Strategic Financial..., Mergers & Acquisitions, Analysis, Strategy, Sales, Financial Planning, Leasing, Medical Equipment Sales, Business Analytics, Business Planning, Change Management, Medical Equipment..., Internal Controls, Revenue Forecasting, Hotel Management, P&L Analysis, Executive Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
M.B.A.
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2006
B.A.
Biola University 1999 — 2000
University of Idaho 1997 — 1998
Insight Financial Services January 2011 - Present
Consultant (Self-Employed) August 2009 - April 2012
Insight Investments January 2007 - August 2009
Insight Investments November 2003 - January 2007
Sunstone Hotels June 2001 - January 2002
Sunstone Hotels June 2000 - June 2001
Skills
Financial Analysis, Strategic Planning, Analytics, Management, Finance, Business Strategy, Financial Modeling, SQL, Process Improvement, Data Visualization, Data Analysis, Leadership, Portfolio Management, Accounting, Forecasting, Business Development, Project Management, Business Process, Market Research, Corporate Finance, Financial Reporting, Risk Management, International Business, Revenue Management, Competitive Analysis, Strategic Financial..., Mergers & Acquisitions, Analysis, Strategy, Sales, Financial Planning, Leasing, Medical Equipment Sales, Business Analytics, Business Planning, Change Management, Medical Equipment..., Internal Controls, Revenue Forecasting, Hotel Management, P&L Analysis, Executive Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
M.B.A.
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2006
B.A.
Biola University 1999 — 2000
University of Idaho 1997 — 1998
Darren Lang's Insight Financial Services Experience April 2008 - Present
Job Executive Vice President of Sales, Strategy & Marketing at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2008 - Present
US Bank Oliver Allen November 1992 - February 2008
Skills
New Business Development, Business Strategy, Leadership, Strategic Planning, Contract Negotiation, Portfolio Management, Sales, Solution Selling, Salesforce.com, Business Development, Sales Management, Coaching, Finance, Account Management, Marketing, Management
Education
California Polytechnic State University-San Luis Obispo 1985 — 1989
BA, Marketing
Insight Financial Services April 2008 - Present
US Bank Oliver Allen November 1992 - February 2008
Skills
New Business Development, Business Strategy, Leadership, Strategic Planning, Contract Negotiation, Portfolio Management, Sales, Solution Selling, Salesforce.com, Business Development, Sales Management, Coaching, Finance, Account Management, Marketing, Management
Education
California Polytechnic State University-San Luis Obispo 1985 — 1989
BA, Marketing
Jason Downs's Insight Financial Services Experience August 2014 - Present
Job
Industry Financial Services
Experience
Insight Financial Services August 2014 - Present
Skills
Account Management, Banking, Business Development, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Direct Sales, Finance, Financial Analysis, Financial Services, Loans, New Business Development, Portfolio Management, Process Improvement, Relationship Management, Sales, Sales Management, Small Business Lending, Strategic Financial..., Strategic Planning
Education
La Sierra University 1994 — 1998
B.S., Finance & Risk Management
Insight Financial Services August 2014 - Present
Skills
Account Management, Banking, Business Development, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Direct Sales, Finance, Financial Analysis, Financial Services, Loans, New Business Development, Portfolio Management, Process Improvement, Relationship Management, Sales, Sales Management, Small Business Lending, Strategic Financial..., Strategic Planning
Education
La Sierra University 1994 — 1998
B.S., Finance & Risk Management
Stark Tom's Insight Financial Services Experience November 2006 - Present
Job Owner, Insight Financial Services
Industry Investment Management
Experience
Insight Financial Services November 2006 - Present
New England Financial February 1987 - October 2006
Education
Kansas State University
Bachelor of Science, Agricultural Economics
Insight Financial Services November 2006 - Present
New England Financial February 1987 - October 2006
Education
Kansas State University
Bachelor of Science, Agricultural Economics
Kris Seader's Insight Financial Services Experience April 2010 - Present
Job Lease Specialist at Insight Financial Services
Industry Financial Services
Experience
Insight Financial Services April 2010 - Present
Manufacturers Financing Services 1998 - 2009
Education
Cal Poly Pomona 1993 — 1998
Bachelors
Insight Financial Services April 2010 - Present
Manufacturers Financing Services 1998 - 2009
Education
Cal Poly Pomona 1993 — 1998
Bachelors
Alyssa Barry's Insight Financial Services Experience February 2013 - May 2013
Job Marketing Coordinator, Carlisle Etcetera
Industry Apparel & Fashion
Experience
Carlisle Etcetera LLC July 2015 - Present
Top Notch Events January 2014 - February 2015
Sun National Bank Center September 2012 - December 2013
University Directories May 2013 - August 2013
Insight Financial Services February 2013 - May 2013
GEP June 2012 - January 2013
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Marketing, Senior
Carlisle Etcetera LLC July 2015 - Present
Top Notch Events January 2014 - February 2015
Sun National Bank Center September 2012 - December 2013
University Directories May 2013 - August 2013
Insight Financial Services February 2013 - May 2013
GEP June 2012 - January 2013
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.), Marketing, Senior