Liberty Financial Group
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Liberty Financial Group Employees
Northshore Community Church April 2014 - Present
EastLake Community Church May 2009 - April 2014
MetLife October 2008 - January 2010
Liberty Financial Group January 2004 - October 2008
Howland Homes LLC January 2001 - November 2004
Skills
Event Planning, Leadership Development, Marketing, Public Speaking, Leadership, Social Media Marketing, Social Media, Coaching, Fundraising, Volunteer Management, Nonprofits, Project Management, Customer Service, Sales, Social Networking, Team Building, Community Outreach, Entrepreneurship, New Business Development, Event Management, Strategic Planning, Training, Marketing Strategy
Education
Azusa Pacific University 1995 — 1999
Bachelors of Science, Marketing
Eagle Home Mortgage April 2011 - Present
Guild Mortgage May 2008 - April 2011
Liberty Financial Group December 2006 - May 2008
Golf Savings Bank January 2003 - December 2006
Skills
FHA, Mortgage Lending, Microsoft Office, USDA, Mortgage Banking, Selling, Loans, Loan Origination, Investment Properties, Real Estate, Investors, Negotiation, First Time Home Buyers, Customer Service, Underwriting, Short Sales, Sales
Education
Seattle University
Bachelor's degree, English/Education
HERSH GLOBAL January 2010 - Present
HERSH GLOBAL January 2010 - Present
FOREX Bank January 2007 - December 2009
Liberty Financial Group October 2003 - November 2009
Skills
Social Media, Sports, Microsoft Office, Event Management, Event Planning, Customer Service, Sports Marketing, Public Speaking, Sports Management, Microsoft Excel, Public Relations, Coaching, PowerPoint, Marketing, Microsoft Word, Investments
Education
Florida Atlantic University 2000 — 2002
Bachelor of Business Administration (BBA), Financial Planning and Services
U.S.Marine Corps Non-Commissioned officer's leadership course 1999 — 2000
MASTERS, Organizational Leadership
Office of Management and Budget July 2012 - Present
Office of Management and Budget November 2010 - June 2012
Clear Channel Communications May 2008 - July 2010
Clear Channel Communications August 2007 - April 2008
C2 Education March 2007 - August 2007
Clear Channel Communications May 2007 - July 2007
Liberty Financial Group September 2006 - February 2007
Skills
Public Speaking, Research, Social Media, Event Planning, SPSS, Microsoft Office, Public Policy, Policy Analysis, Microsoft Excel, Program Evaluation, Political Science, Budgets, Strategic Planning, Policy, Government
Education
The George Washington University 2010 — 2012
Masters, Public Policy
University of Washington 2005 — 2009
BA, Communications
Pierce County Housing Authority August 2011 - Present
BECU 2009 - 2009
Gateway Mortgage Group 2008 - 2008
Masterpiece Financial Network 2006 - 2007
Liberty Financial Group 2004 - February 2006
First Option Mortgage 2006 - 2006
Poe Mortgage 2002 - 2004
Northwest Lending Group 2000 - 2002
Skills
Residential Mortgages, Program Management, Community Outreach, Marketing, Case Management, Mortgage Banking, Case Managment, Client Services, Curriculum Development, Maintaining Strong..., Classroom Training, Lending Requirements, Real Estate Transactions, Down Payment Assistance, FHA financing, VA Financing, Customer Service
Education
Brandman University, Part of the Chapman University System 2014 — 2016
Master of Business Administration (M.B.A.)
The Evergreen State College 2012 — 2014
Bachelor of Arts (BA), Psychology
Clover Park Technical College 2010 — 2012
Associate of Arts and Sciences (AAS), Human Services
Tack February 2011 - Present
Capital Resource Group December 2009 - 2011
Foundation Bank July 2007 - September 2009
Sterling Savings Bank June 2005 - March 2007
IronStone Bank 2007 - 2007
Liberty Financial Group 2003 - 2005
Redmond National Bank 2001 - 2003
Towne Bank 1997 - 2001
Columbia Bank 1997 - 1998
Key Bank 1993 - 1997
Skills
Word Of Mouth Marketing, Loans, Small Business, Mortgage Lending, Banking, Underwriting, Financial Analysis, Commercial Lending, New Business Development, Portfolio Management, Entrepreneurship, Strategic Planning, Account Management, Advertising, Finance, Sales Management, Sales, Credit, Commercial Banking, Business Planning, Start-ups, Executive Management, Business Strategy, Investments, Funding
Education
Bellevue College 1992 — 1994
Associate of Arts (AA)
Children's Hospital Colorado August 2013 - Present
Catholic Health Initiatives 2011 - July 2013
Avaya 2008 - 2008
Liberty Financial Group 2005 - 2008
Skills
Cisco Telepresence, VCS-c, VCS-e Firewall Traversal, MSE8000, Codian MCU's, TMS, TMSXE, Movi/Jabber, Polycom PVX/m100, Cisco/Tandberg Endpoints, Polycom Endpoints, Video Project Oversight, Strategic Leadership, Oral & Written..., Network Video..., Logical and Physical..., End User Documentation, Post Implementation..., Network Architecture, Logic Programming, Software Documentation, End User Training, Networking, Switches, Servers, Software Installation, Technical Support, Data Center, Management, Cisco Technologies, VPN, Telecommunications, Integration, Tape Management, Hardware, LAN-WAN, System Deployment, Disaster Recovery, Troubleshooting, System Administration, Microsoft Exchange, Video Conferencing, Windows Server, Leadership, Information Technology, Process Improvement
Education
Colorado Christian University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration/Information Systems Management
Denver Business College 1996 — 1998
Associate of Applied Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Workspace November 2012 - December 2014
Jack Rogers USA October 2008 - August 2010
Global Reach Capital (affiliate of Burch Creative Capital) 2005 - May 2010
SoundView Technology Group 1997 - 2003
Liberty Financial Group 1995 - 1997
Skills
Private Equity, Strategy, Mergers, Financial Modeling, Financial Analysis, New Business Development, Entrepreneurship, Retail, Equities, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2004 — 2005
Master of Business Administration (MBA)
Dartmouth College 1990 — 1994
BA
Routh Crabtree Olsen September 2014 - Present
Routh Crabtree Olsen September 2013 - September 2014
Benaroya Research Institute February 2008 - August 2013
Liberty Financial Group February 2006 - February 2008
Merit Financial 2003 - 2006
Ads.com March 2002 - September 2002
Boeing (Volt) April 2001 - September 2001
Skills
SharePoint, Project Management, System Administration, Active Directory, Windows Server, Data Analysis, Software Documentation, Data Management, Microsoft Office, Analysis, Desktop Administration, Storage Management, Virtualization, Microsoft Exchange, Lync Server 2010, Data Backup Solutions, Troubleshooting, WSUS, Server Administration, Hyper-V, Group Policy, DNS, DHCP, Requirements Analysis, IIS, Technical Support, Network Security, Disaster Recovery, Program Management, Windows, Outlook, Integration
Education
Nathan Hale
South Seattle Community College
A.A.S degree Software Engineering
Wellesley College November 2013 - Present
Helen Connor VSM May 2010 - Present
Boston Business Journal August 2012 - April 2013
Plum District April 2012 - August 2012
Plum District May 2011 - April 2012
Boston Parents Paper July 2009 - December 2010
Museum of Fine Arts, Boston September 2003 - April 2009
BDirect Capital September 2001 - December 2001
Thomson Financial August 2000 - August 2001
Liberty Financial Group July 1998 - August 2000
Skills
Museum Registration, Museum Exhibitions, Digital Asset Management, Museums Collections..., Rights and reproductions, Database Administration, Mimsy, Social Media, Marketing, Account Management, Customer Service, Customer Relations, Budgets, Lead Generation, Direct Marketing, Sales, B2B, CRM, Salesforce.com, Event Management, Start-ups, Leadership, E-commerce, New Business Development, Strategic Planning, Entrepreneurship, Management
Education
Harvard University 2002 — 2006
Masters, Museum Studies
Boston College 1993 — 1997
Bachelor of Science (BS), Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
BS, Marketing
NetFortris January 2015 - Present
NetFortris May 2008 - January 2015
Liberty Financial Group September 2006 - May 2008
Washington Mutual March 2003 - September 2006
Skills
MPLS, VoIP, IP, Ethernet, Data Center, Telecommunications, Mortgage Lending, Project Management, Team Leadership, Strategic Planning, Business Development, Cisco Technologies, T1, Call Centers, Management, Wireless, Managed Services, Vendor Management, Unified Communications, Networking
Education
Central Washington University
Bachelor of Science (BS), Supply Chain Management
Keane Tech
Microsoft Certified Systems Engineer, MCSE
Onboard January 2012 - Present
Professional Sign and Graphics October 2008 - Present
Orchards EZ Wash Coin Laundry February 2006 - December 2010
NW Funding Group June 2005 - January 2007
Liberty Financial Group August 2004 - June 2005
Willis July 2001 - February 2004
Marsh December 1999 - July 2001
Skills
Customer Service, Customer Relations, Microsoft Office, Excel, Word
Education
University of Oregon 1995 — 1999
Bachelor of Science (B.S.), Sociology
Portland State University 1994 — 1995
Jesuit High School 1990 — 1994
Guild Mortgage Company April 2008 - Present
Liberty Financial Group October 2001 - April 2008
Skills
Loans, Refinance, Credit, Loan Origination, Investments, Finance, Leadership, Mortgage Banking, VA loans, Public Speaking, Investment Properties, FHA financing, Certified Mortgage..., Construction Loans, First Time Home Buyers, Mortgage Lending, USDA, Residential Mortgages, FHA
Education
The University of Montana - School of Business Administration 1973 — 1977
Bachelor of Science, Business Administration/Finance
Faith Casler Associates, Inc. September 2013 - Present
Springwell March 2013 - Present
Workplace Strategies + Interior Design July 2010 - 2013
Fidelity Investments February 2011 - March 2012
Veritude, a Fidelity Investments Company 2004 - 2008
Liberty Financial Group 1994 - 2001
Skills
Software Documentation, SDLC, Business Analysis, Access, SQL, Requirements Analysis, SharePoint, Systems Analysis, Analysis, Requirements Gathering, Technical Support, Process Improvement, Microsoft Office, Databases
Education
Boston University
Bachelor of Arts (B.A.), English Language and Literature, General
Massachusetts College of Art
Ceramic Arts and Ceramics
UMass Boston
Gerontology
Washington University in St. Louis
Staples October 2014 - Present
The Hanover Insurance Group May 2013 - June 2014
NTT DATA Americas 2009 - 2014
Interactions Corporation October 2012 - May 2013
Liberty Mutual Insurance March 2012 - October 2012
Fidelity Investments May 2011 - February 2012
Liberty Mutual October 2009 - May 2011
IEX September 2007 - April 2009
Monster Inc May 2004 - September 2007
Liberty Financial Group 1998 - 2000
Skills
CTI, VoIP, Unix, IVR, Contact Centers, Windows, Mainframe, Desktop Computers, Aspect ACD, Organization, Project Management, Leadership, Call Center, Outsourcing, Vendor Management, SDLC, Integration, Management, Enterprise Software, Call Centers
Education
Fairleigh Dickinson University
Bach of Science, Business Management
The Makers Space January 2012 - Present
Quite Essential February 2009 - June 2012
Anthropologie 2011 - 2011
Creative Design Consultants August 2005 - February 2009
World Stage Design August 2004 - August 2005
Duncan McIntosh Company September 2003 - August 2004
Liberty Financial Group June 2002 - August 2003
Southwestern Company June 2001 - August 2001
Skills
Customer Service, Marketing, Event Planning, Photoshop, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Illustrator, Project Management, Outlook, Budgets, Social Networking, Facebook, Advertising, Public Relations, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science (BS), Business Administration, International Business
Fairway Independent Mortgage Corporation October 2013 - Present
The Legacy Group 2006 - October 2013
Liberty Financial Group January 2006 - October 2007
Education
The University of Montana 1983 — 1991
Bachelor's degree, Zoology
Guild Mortgage Company April 2008 - Present
Liberty Financial Group June 2006 - April 2008
DR Horton March 2000 - April 2005
Skills
USDA, First Time Home Buyers, FHA, VA loans, Refinance, Residential Homes, Mortgage Banking, Real Estate, Reverse Mortgages, Credit, Loans, Residential Mortgages, Mortgage Lending, FHA financing, Loan Origination, Investment Properties, Strategic Planning, Selling, Certified Mortgage..., Marketing, Government Loans, HUD, Real Estate Financing
Education
Colorado State University 1997 — 2000
BS, Public Relations
University of Iowa 1994 — 1995
Moda Health, formerly ODS June 2014 - Present
MCM February 2008 - June 2014
Liberty Financial Group February 2007 - February 2008
Skills
Employee Benefits, Insurance, Brokers, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Underwriting, Self-funded, Commercial Insurance, Property & Casualty..., 401k, Legal Liability, Team Building, Account Management, Casualty, Retirement Planning, Claim, Sales, Fixed Annuities, Marketing
Education
Western Washington University 1996 — 2000
Bachelor of Arts in Education, Majored in Interdisciplinary Child Development. Minored in Psychology.
Bellevue Community College 1994 — 1996
Associate Degree in Arts and Sciences
CA Technologies March 2013 - Present
Netage Solutions March 2010 - March 2013
Navagate, Inc. December 2007 - March 2010
Thomson Reuters 2004 - 2007
COR Financial (Formerly of Thomson Reuters) 2000 - 2004
Liberty Financial Group 1998 - 2000
Skills
Product Management, Business Analysis, SaaS, Agile Methodologies, Software Project..., Software Development, Scrum, Project Management, Cloud Computing, Business Strategy, Enterprise Software, Integration, Go-to-market Strategy, Program Management, Start-ups, Requirements Analysis, Business Development, SQL, Cross-functional Team..., CRM, Team Management, Management, Team Leadership, Team Building, Product Development, Business Intelligence, Web Applications
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA, Entrepreneurship
Boston College 1991 — 1995
BS, Finance
PRO Sports Club July 2008 - December 2010
PRO Sports Club April 2008 - July 2008
Liberty Financial Group January 2005 - 2008
Horizon Ford March 2004 - January 2005
Skills
Human Resources, Employee Benefits
Education
Bellevue College 2000 — 2003
AA, Business Management
Guild Mortgage Company January 2008 - Present
Liberty Financial Group March 2007 - January 2008
Home 123 Mortgage March 2006 - March 2007
RBC Mortgage January 2005 - March 2006
Sterling Capital Mortgage November 2002 - January 2004
Action Mortgage Company June 2001 - November 2002
Bancshares Mortgage Company September 1991 - June 2001
WAMB 1995 - 2000
Mortgage Services Inc September 1990 - September 1991
US Bancorp Mortgage July 1987 - September 1990
Skills
USDA, Certified Mortgage..., FHA, Investment Properties, Reverse Mortgages, FHA financing, Sales, Credit, Underwriting, VA loans, Financial Structuring, First Time Home Buyers, Refinance, Real Estate, Mortgage Banking, Construction Loans, Credit Analysis, Residential Homes, Loans, Residential Mortgages, Real Estate Economics, Real Estate Transactions, Short Sales, Strategic Planning, Referrals, Debt Consolidation, Mortgage Underwriting, Real Estate Financing, Commercial Mortgages, Investors, Loan Origination, Government Loans, REO, Mortgage Marketing, Condos, Mortgage Lending, Sellers, Single Family Homes, Finance, Home Equity Loans, Investments, Banking, Foreclosures, HUD, Commercial Lending
Education
University of Portland
BA, Political Science
Radian Guaranty Inc August 2015 - Present
Radian Guaranty Inc August 2015 - Present
Guild Mortgage May 2008 - August 2015
Liberty Financial Group February 2005 - May 2008
The Aladdin Group July 2004 - February 2005
Infinity Financial Group February 2003 - June 2004
Mortgage Capital Resources December 2001 - February 2003
Skills
Residential Mortgages, Loans, Underwriting, Real Estate, Investment Properties, Mortgage Lending, Marketing, Sellers, Investments, FHA, Mortgage Banking, Credit, Banking, Sales, Refinance, Selling, Coaching, Strategic Planning, USDA, Loan Origination, First Time Home Buyers, Investors, Finance, Sales Management
Education
College of the Desert 1990 — 1992
Associate's degree
NOVA® Home Loans November 2014 - Present
Guild Mortgage Company October 2009 - October 2014
Pinnacle Mortgage Group May 2008 - November 2009
Liberty Financial Group November 2007 - April 2008
Indymac Bank October 2006 - November 2007
Washington Mutual January 2000 - October 2006
WaMu 2000 - 2006
Long Beach Mortgage 2000 - 2006
America's Money Line March 1999 - November 1999
MRG Resource Group a Division of Cherry Creek Mortgage November 1997 - March 1999
Skills
Mortgage, Loans, First Time Home Buyers, Residential, Refinance, FHA, Mortgage Lending, Purchase, Conventional, Residential Homes, Investment Properties, Mortgage Banking, Real Estate, Sales, Sales Management, Finance, Marketing, Loan Origination, Residential Mortgages, VA loans, USDA, Banking, FHA financing, Underwriting, Certified Mortgage..., Government Loans, Referrals, Reverse Mortgages, Mortgage Underwriting, Credit, Real Estate Financing, Sellers, Construction Loans, Mortgage Marketing, HUD, REO, Investors, Home Equity Loans, Real Estate Economics, VA Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
MBA, Business Administration and Management, General
Colorado State University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.5
Hastings College 1983 — 1984
Rockit Enterrises, Inc. June 2012 - Present
Live It To The Full, LLC June 2011 - December 2014
Mile High Organics January 2008 - June 2010
Liberty Financial Group August 2006 - March 2008
NexGen Lending 2005 - 2006
Quark 2000 - 2001
Talking Books 1994 - 1999
Skills
Social Media, Marketing, Social Media Marketing, Marketing Strategy, Entrepreneurship, Public Speaking, Business Development, Public Relations, Strategic Partnerships, Event Planning, Event Management, Email Marketing, Business Strategy, Blogging, New Business Development, Business Planning, Fundraising
Education
University of Colorado Denver 1993 — 1995
Bachelor of Arts, English Literature
University of Colorado at Colorado Springs 1989 — 1992
Bachelor of Arts (BA), English Literature
Coronado High School 1985 — 1992
Diploma
Red Hawk A UTC Fire & Security Company October 2012 - Present
Examiner.com March 2009 - Present
@Your Service Freelancing March 2009 - January 2014
Thaddeus Computing / iPhone Life magazine April 2010 - March 2013
Diebold September 2008 - September 2012
Brinks Inc. May 2003 - September 2008
PatientKeeper 2000 - 2000
Liberty Financial Group 1998 - 2000
John Hancock Life Insurance Company (U.S.A.) 1997 - 1998
Wellington Management 1997 - 1998
Skills
Web Design, Technical Writing, Social Media, Team Building, Public Speaking, Social Media Marketing, SEO, Blogging, Customer Service, Online Advertising, Project Management, Microsoft Office, Account Management, Public Relations, Copywriting, PowerPoint, Strategic Planning, Marketing, Coaching, Business Development, Social Networking, Training, Facebook, Microsoft Word, Microsoft Excel, Wordpress, Creative Writing, Software Documentation, Content Development, iPhone, MacBook, Online Marketing, Leadership, WordPress, E-commerce, Entrepreneurship
Education
NCR Certification Training 2013 — 2013
NCR Field Engineer Course Work, 92 out of 100
Merrimack College 1989 — 1990
Psych/Soc
Suffolk University 1986 — 1988
Psychology/Sociology
Kents Hill 1984 — 1986
High School Diploma, 3.5 GPA
Guild Mortgage Company May 2008 - Present
Liberty Financial Group 2006 - 2008
NexGen Lending 2003 - 2006
Groves Funding Corporation 2002 - 2003
San Diego Padres 2000 - 2001
Skills
Mortgage Lending, Loans, FHA, Finance, Refinance, Investment Properties, Corporate Relocation, Commercial Lending, Sellers, Real Estate, Real Estate Transactions, Loan Origination, Residential Mortgages, Residential Homes, Customer Service, Mortgage Banking, Leadership, USDA, Certified Mortgage..., VA loans, FHA financing, Reverse Mortgages, Construction Loans, Government Loans, HUD, First Time Home Buyers, Real Estate Financing, FHA Financing, VA Loans
Education
Cornell College 1996 — 2000
Bachelor of Arts, Economics & Business, Fitness
Mullen High School 1992 — 1996
Windermere Real Estate 2014 - Present
LandWatch.com at DataSphere Technologies March 2012 - 2014
DataSphere Technologies Inc. July 2011 - February 2012
Pacific Residential Mortgage, LLC. 2008 - 2010
Liberty Financial Group May 2002 - 2008
Mortgage Market, Inc 1996 - 2002
Skills
Lead Generation, Salesforce.com, Advertising Sales, Cold Calling, Qualifying Prospects, Account Management, Mobile Advertising, Sales Process, B2B, Direct Sales, Solution Selling, Sales Presentations, Online Advertising, SaaS, Selling, Display Advertising, Ad Serving, Digital Media, Strategic Partnerships, Deal Closure, Mortgage Lending, Sales, Marketing, Advertising, Online Marketing, CRM, Email Marketing, Contract Negotiation, Sales Operations, Loans, Customer Retention, Start-ups, New Business Development, Customer Service, Real Estate, Referrals, Business Development, Marketing Strategy, Social Media Marketing, Customer Acquisition, Negotiation
Education
Portland State University 1983 — 1985
Business Administration and Management, General
Seattle University 1981 — 1983
Business Administration and Management, General
Willamette University 1980 — 1981
Canby High School
CoolTrade Inc. August 2015 - Present
Meyer Investments LLC February 2014 - Present
JPMorgan Chase February 2009 - January 2014
Loss Mitigation Specialist August 2007 - February 2009
Liberty Financial Group June 2006 - June 2007
Verizon Wireless February 2005 - May 2006
Choice One Mortgage December 2003 - February 2005
AT & T Wireless Services August 1998 - November 2003
Skills
Negotiation, Competitive Analysis, Marketing, Sales, Leadership, Mortgage Lending, Account Management, Management, Financial Analysis, Credit, Business Planning, Finance, Banking, Sales Process, Cold Calling, Customer Service
Education
Central Washington University 1992 — 1997
Bachelor’s Degree, Law & Justice & Sociology, 3.0
Bellevue High School 1989 — 1992
General
Liberty Financial Group Salesbritish steel1988 - 1994
british steel 1988 - 1994
Education
Sam Houston State University 1985 — 1987
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
SBSA, Inc. October 2010 - Present
HomeSmart Realty Group of Colorado 2013 - Present
Equity Colorado 2011 - 2013
Keller Williams Realty Executives 2007 - 2011
Bornengineering 2006 - 2008
United Property Brokers, Inc. 2000 - 2007
Liberty Financial Group 1999 - 2001
Education
Liberty University 1989 — 1991
State Street March 2012 - Present
Aramark at Fenway Park April 1984 - Present
State Street January 2001 - March 2012
Liberty Financial Group May 1998 - December 2001
Liberty Financial Group November 1994 - May 1998
Skills
SDLC, Financial Services, Visio, Business Analysis, Risk Management, Vendor Management, Process Improvement, Access, Financial Reporting, Equities
Education
University of Massachusetts Boston
Bachelor’s Degree, Accounting and Business/Management, Magna Cum Laude
Scopist October 2010 - Present
C&D Designs January 2007 - July 2010
FINOVA Capital Corporation November 1999 - February 2005
Tokyo Electron September 1997 - November 1999
Materials Research Corporation 1997 - 1999
Liberty Financial Group June 1994 - August 1997
Blue Cross and Blue Shield of Massachusetts February 1993 - June 1994
Baystate Healthcare October 1992 - February 1993
ITP Systems September 1988 - October 1992
Education
sessions.edu - online program 2004 — 2004
Certificate, Web Design
Boston University 1982 — 1986
BA, English Literature
Bank of America, Global Marketing & Corporate Affairs June 2014 - Present
Bank of America, Global Marketing & Corporte Affairs May 2011 - June 2014
Bank of America, Global Marketing & Corporate Affairs May 2010 - May 2011
Columbia Management November 2007 - May 2010
Columbia Management February 2007 - November 2007
Columbia Management November 2004 - February 2007
Fleet Boston January 2003 - November 2004
Liberty Financial Group January 2002 - January 2003
Liberty Financial Group September 1999 - January 2003
Liberty Financial Group April 1997 - September 1999
Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Relationship Management, Financial Services, Securities, Project Management, Asset Management, Fixed Income, Equities, Hedge Funds, Banking, Marketing, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Asset Managment
Education
Harvard University 1990 — 1992
Certificate of Management and Administration, Business Administration and Management, General, 3.7
Mount Holyoke College 1982 — 1986
A.B., International Relations, 3.3
Liberty Financial Group January 2011 - Present
Sherwin Williams 2001 - 2011
Education
East Stroudsburg University of Pennsylvania 1997 — 2001
Bachelor's, Hotel, Rest., Tourism Mgmt.
Washington State Housing Finance Commission February 2013 - Present
Guild Mortgage Company May 2008 - January 2013
Liberty Financial Group May 2006 - April 2008
CFA Financial Services inc May 1997 - March 2008
Skills
Finance, Networking, Mortgage Lending, Customer Service, Real Estate, Human Resources, Loan Origination, Mortgage Banking, First Time Home Buyers, Refinance, FHA
Education
University of Idaho 1984 — 1988
Bachelor in Science, Education
Liberty Financial Group March 2000 - Present
Education
Susquehanna University 1992 — 1997
Guild Mortgage Company April 2008 - Present
Rehsco Property Management 2003 - Present
Liberty Financial Group March 2005 - April 2008
Homestone Mortgage 2003 - 2004
Skills
Fluent in German, Golf, Fly Fishing, Loan Origination, Loans, Mortgage Banking, FHA, Residential Mortgages, Mortgage Lending, Refinance, First Time Home Buyers, Real Estate Financing, Management, Finance
Education
Ohio University 1967 — 1971
BSEE, Electronic Engineering
Washington State Housing Finance Commission November 2013 - Present
Guild Mortgage May 2008 - October 2013
Guild Mortgage May 2008 - October 2013
Liberty Financial Group May 2005 - April 2008
Skills
FHA, Refinance, Mortgage Banking, Loan Origination, USDA, Residential Mortgages, Mortgage Lending, VA loans, Loans, First Time Home Buyers, FHA financing, Investment Properties, Credit, Real Estate, REO
Education
Edmonds Community College 1982 — 1984
Math
Western Washington University 1979 — 1981
Math
Liberty Financial Group Store Manager & Sales RepThe Sherwin Williams CompanyMarch 2001 - January 2011
Education
East Stroudsburg University of Pennsylvania 1997 — 2001
Bachelors, Hotel, Restaurant, & Tourism Mgmt.
Liberty Financial Group March 1999 - Present
Fordham University July 1990 - February 1998
Skills
Real Estate Development, Management Consulting
Education
Cambridge University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate