Newbold Advisors

Description

Address: 14401 Statler Blvd, Fort Worth, TX 76155 Phone: (727) 489-2505Hours: Place name: : : : : : : Category: Website: Website: http://www.newboldadvisors.com/ Category: Employment agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Newbold Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Newbold Advisors Employees

Employee
Years
Job
Industry
Karen L. McRae Karen L. McRae Greensboro/Winston-Salem, North Carolina Area Details
Karen L. McRae's Newbold Advisors Experience January 2010 - October 2010
Job Product Manager at CIGNA Healthcare
Industry Hospital & Health Care
Experience
CIGNA Healthcare  January 2013 - Present
CIGNA Healthcare  March 2011 - December 2012
Newbold Advisors   January 2010 - October 2010
AIG United Guaranty  August 2006 - November 2009
UnitedHealthcare  March 2004 - August 2006
BCE Emergis  February 1999 - February 2004
GTE Wireless  1996 - 1999
System Concepts, Inc.   1994 - 1996
USAF  1989 - 1993

Skills
Management Consulting, International Business..., Cross-functional Team..., Change Management, Strategic Planning, Business Process..., Team Building, Project Management, Program Management, Six Sigma, Business Strategy, Coaching, Training, Product Management, Product Marketing, Product Development, Relationship Management, Process Improvement, CRM, Management, Business Development, Business Analysis, Business Intelligence, Analysis, Account Management, Business Process, Marketing

Education
University of North Carolina at Greensboro   2000 — 2002
MBA, International Business

Excelsior College   1991 — 1999
B.S., Business Management

Darlene Opalski Darlene Opalski Dallas/Fort Worth Area Details
Darlene Opalski's Newbold Advisors Experience June 2014 - January 2015
Job Management Consultant with expertise in post closing operations
Industry Financial Services
Experience
Newbold Advisors   June 2014 - January 2015
Supreme Lending  September 2014 - December 2014
Capital One Home Loans  2010 - June 2014
Chevy Chase Bank, a division of Capital One, N.A.   1995 - 2010

Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Loss Mitigation, Consumer Lending, Residential Mortgages, Small Business Lending, Credit, FHA, Refinance, Credit Analysis, Loan Servicing, Commercial Lending, Financial Services, Credit Risk, Mortgage Underwriting, VA loans, Banking, Underwriting, FHA financing, Risk Management, Six Sigma, Business Process..., Home Equity Loans, Process Improvement, Management, Finance, Financial Risk, Analysis, Relationship Management, Portfolio Management, Financial Analysis, Leadership, Mortgage Servicing

Education
Mortgage University   2015 — 2015
Master Underwriting Certification, Conventional and FHA Underwriting

Anne Arundel Community College   2008 — 2009
Meeting and Event Planning

Severna Park High School   1976 — 1979
Business Management

LaShunda Frost LaShunda Frost Arlington, Texas Details
LaShunda Frost's Newbold Advisors Experience February 2012 - October 2012
Job Title Curative Specialist
Industry Financial Services
Experience
Ursus Advisors, LLC   October 2012 - November 2014
Newbold Advisors   February 2012 - October 2012
Chase  February 2012 - April 2012
Wells Fargo Investments  March 2010 - February 2012

Skills
Mortgage Lending, Banking, Process Improvement, Customer Service, Training, Management, Program Management, Leadership, Interviews, Outlook, Team Building, Microsoft Word, PowerPoint, Microsoft Office, Employee Relations, Accounting, Credit, Risk Management

Education
Tarrant County College   2014 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, General

Tint School of Makeup & Cosmotology   2014 — 2015
Esthetics

Mountain View College   2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

Alma Whitley Alma Whitley Dallas/Fort Worth Area Details
Alma Whitley's Newbold Advisors Experience April 2014 - Present
Job QABankruptcy Specialist at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   April 2014 - Present
Collabera  August 2013 - February 2014
SolomonEdwardsGroup  December 2012 - January 2013

Skills
Financial Analysis, Risk Management, Process Improvement, Due Diligence, Finance, Credit, Accounting, Mortgage Lending, Analysis, Loans, Banking, Financial Reporting, Auditing, Contract Negotiation, Financial Modeling, Business Process..., Mergers & Acquisitions, Sarbanes-Oxley Act, Microsoft Excel, Access, Budgets, Internal Audit, Vendor Management

Education
Fisk University   1998 — 2002
Computer Science and Business Administration

Patricia M Brown Patricia M Brown Grand Prairie, Texas Details
Patricia M Brown's Newbold Advisors Experience April 2014 - September 2014
Job Real Estate Agent at Seville Real Estate
Industry Real Estate
Experience
Seville Real Estate   August 1996 - Present
Newbold Advisors   April 2014 - September 2014
Newbold Advisors   2013 - 2013
Carlisle & Gallagher Consulting Group  2011 - 2012
Carlisle & Gallagher Consulting Group  2011 - 2012

Skills
Guardianships, Estate Sales, Real Estate, Buyers, Foreclosures, Property, Sales, REO, Selling, Townhomes, Residential Mortgages, Leadership, Loan Origination, Loans, Real Property, Mortgage Banking, Process Improvement, Sellers

Education
Park University
Bachelor of Business Administration (B.B.A.), Marketing

Danai Franklin Danai Franklin Dallas/Fort Worth Area Details
Danai Franklin's Newbold Advisors Experience September 2013 - April 2014
Job Loan Processor
Industry Real Estate
Experience
Capital One Home Loans  August 2014 - Present
Bayview Loan Servicing, LLC  April 2014 - August 2014
Newbold Advisors   September 2013 - April 2014
Chase  December 2011 - November 2013
AmeriDream Mortgage Group LLC   December 2010 - December 2011
Bank of America  December 2007 - December 2010
Nationstar Mortgage  June 2006 - December 2007
Bally Total Fitness  June 2002 - June 2006

Skills
Home Equity Loans, Operations Management, Government Loans, Loans, FHA, FHA financing, Public Speaking, Real Estate, Non-Conforming, Coaching, Financial Analysis, Mortgage Underwriting, First Time Home Buyers, Leadership, Investment Properties, Banking, USDA, Underwriting, Short Sales, Loss Mitigation, Insurance, Residential Mortgages, Cold Calling, Call Centers, Wholesale Lending, FHLMC, Real Estate Financing, Loan Modifications, Team Building, Mortgage Lending, Commercial Mortgages, Credit Analysis, Home Equity Lines of..., Foreclosures, Consumer Lending, HUD, Portfolio Management, Loan Origination, Credit, Refinance, Customer Service, Risk Management, Financial Services, Construction Loans, Mortgage Marketing, PowerPoint, Mortgage Servicing, Finance, Real Estate Economics, FNMA

Education
Tarrant County College
Associate of Arts (AA)

Champion School of Real Estate
Broker and Bankers license

Community College of the Air Force
Tactical Aircraft Maintenance.

Alfred Scuderi Alfred Scuderi Greater Philadelphia Area Details
Alfred Scuderi's Newbold Advisors Experience November 2005 - Present
Job Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   November 2005 - Present
Ground FX Exterior Designs LLC   2004 - Present
ACE Group  April 2003 - September 2005
CIGNA Group Insurance  May 2002 - September 2003
GE Capital Mortgage Services  March 1995 - February 2002
Deloitte & Touche  September 1989 - March 1995

Skills
Business Analysis, Accounting, Business Process..., Risk Management, Due Diligence, Financial Analysis, Business Intelligence, SDLC, Auditing, PeopleSoft, Process Improvement, Business Process Design, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Requirements Analysis

Education
Rutgers University   1985 — 1989
Bachelor's degree, Accounting

Toshena L. Williams- Reed Toshena L. Williams- Reed Lancaster, Texas Details
Toshena L. Williams- Reed's Newbold Advisors Experience August 2012 - October 2012
Job Customer Service Representative at Associa
Industry Banking
Experience
Pilot Catastrophe Service  November 2014 - Present
Associa  March 2015 - August 2015
JRK Property Holdings/ Centerville Pointe Apts   February 2014 - November 2014
US Small Business Administration  December 2012 - September 2013
Newbold Advisors   August 2012 - October 2012
Corinthian Colleges  March 2010 - November 2011

Skills
CampusVue, Student Financial Aid, Enrollment Management, Staff Development, Title IV, Retaining Customers, NSLDS, Higher Education, Student Loans, Campus, Student Recruiting, Customer Service, Microsoft Office, Loans, Loss Mitigation, Loan Servicing, Mortgage Lending, Loan Origination, Foreclosures, Analysis, Finance

Education
Argosy University Phoenix   2009 — 2012
Master of Education (MEd)

Prairie View A&M University   2000 — 2005
Bachelor of Arts (BA), Business Administration and Management, General

Ashley Cannon-Komolafe Ashley Cannon-Komolafe Dallas/Fort Worth Area Details
Ashley Cannon-Komolafe's Newbold Advisors Experience November 2011 - December 2012
Job Bankruptcy Remediation Analyst
Industry Banking
Experience
Carlisle & Gallagher Consulting Group, Inc.   May 2015 - Present
Open Systems Technologies  August 2013 - November 2014
SolomonEdwards  December 2012 - March 2013
Newbold Advisors   November 2011 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Microsoft SQL Server, FDCPA, MS Excel Pivot Tables, Vlookup, AS400, Analysis, IBM iSeries, Business Analysis, Customer Service, Data Analysis

Education
Everest College-Dallas   2004 — 2005

Cristy Williams Cristy Williams The Colony, Texas Details
Cristy Williams's Newbold Advisors Experience 2014 - 2014
Job Loan Processor at USAA
Industry Management Consulting
Experience
USAA  March 2015 - Present
Cintas  July 2014 - March 2015
Newbold Advisors   2014 - 2014
Newbold Advisors   October 2011 - January 2013
American Home Mortgage Servicing  January 2009 - December 2011

Skills
Loss Mitigation, Default, Underwriting, Bankruptcy, Mortgage Lending, Mortgage Servicing, Cosmetology, Foreclosures, Banking, Loan Modifications, Risk Management, Mortgage Banking, Credit, Credit Analysis, Customer Service, Portfolio Management, Short Sales, Accounts Payable &...

Education
Mountain View College   2009 — 2010
Business, Management, Marketing, and Related Support Services

PAUL MITCHELL THE SCHOOL-DALLAS

Deneen Thibodeaux Deneen Thibodeaux Dallas/Fort Worth Area Details
Deneen Thibodeaux's Newbold Advisors Experience July 2014 - Present
Job Management Consultant
Industry Financial Services
Experience
Newbold Advisors   July 2014 - Present
JPMorgan Chase  August 2011 - January 2014
JPMorgan Chase  December 2006 - August 2011
Nationstar Mortgage  April 2002 - December 2006

Skills
Loss Mitigation, Foreclosures, Default, Mortgage Servicing, HAMP, Processor Manager, Bankruptcy, Loan Modifications, Forecasting, Banking, Credit, Finance, Financial Services, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Process Improvement, Refinance, Risk Management

Education
Prairie View A&M University   1982 — 1984
Business

Lanesha Lacey Lanesha Lacey Fort Worth, Texas Details
Lanesha Lacey's Newbold Advisors Experience August 2012 - August 2013
Job Mortgage Specialist 3
Industry Financial Services
Experience
Bank of America  August 2013 - Present
Newbold Advisors   August 2012 - August 2013

Skills
Risk Management, Financial Services, Organizational..., Outsourcing, Business Analysis, Business Process..., Change Management, Finance, Process Improvement, Strategy, Management

Education
Tarrant County College   2014 — 2016
Nursing

Mountain View College   2012 — 2012

Crissi Stanfield Crissi Stanfield Dallas/Fort Worth Area Details
Crissi Stanfield's Newbold Advisors Experience October 2013 - August 2014
Job Lead Retail Underwriter, GMC, Inc.
Industry Financial Services
Experience
GMFS LLC.  September 2015 - Present
Guardian Mortgage Company, Inc.   June 2014 - September 2015
Newbold Advisors   October 2013 - August 2014
Newbold Advisors   June 2013 - September 2013
Newbold Advisors   January 2013 - June 2013
Newbold Advisors   June 2012 - January 2013
Morgan Stanley (Saxon Mortgage)   August 2011 - May 2012
Morgan Stanley / Saxon   February 2011 - August 2011
Morgan Stanley (Saxon Mortgage)   July 2009 - February 2011
Open Mortgage, LLC  2007 - 2009

Skills
Underwriting, Legal Research, FHA, Mediation, Cost Analysis, Loans, Mortgage, Documentation, Litigation, Compliance, Mortgage Lending, HAMP, Risk Management, Mortgage Underwriting, Finance, Refinance, Mortgage Banking, Loss Mitigation, Foreclosures, Credit, Bankruptcy, Real Estate, Loan Servicing, Cost Benefit, Software Documentation, Mortgage Servicing, Residential Mortgages

Education
Texas Tech University

South Plains College

Kwame Osei Jr Kwame Osei Jr Dallas/Fort Worth Area Details
Kwame Osei Jr's Newbold Advisors Experience July 2012 - January 2013
Job Loss Mitigation Specialist
Industry Financial Services
Experience
Rushmore Loan Management Services LLC  April 2014 - Present
Colonial Savings  May 2013 - April 2014
Retreat Capital Management, Inc.   February 2013 - April 2013
Newbold Advisors   July 2012 - January 2013
Saxon MSI   July 2008 - July 2012
Countrywide Home Loans  November 2007 - July 2008
Wells Fargo  June 2004 - October 2007

Skills
Experience as a..., Experience in sales and..., Knowledgeable with MSP,..., Loss Mitigation, Mortgage Servicing, Loan Servicing, Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Underwriting, Call Center, Credit Analysis, Risk Management, Residential Mortgages, Process Improvement, Default, Customer Service, Vendor Management, Consumer Lending, Portfolio Management, FHA, Short Sales, Banking, Sales, Loan Modifications, Call Centers, Analysis, Foreclosures, Training, Financial Services, Insurance, Finance, Management, Bankruptcy, Software Documentation, Credit Cards, Real Estate, Auditing, Quality Assurance, Mortgage Underwriting, Executive Management, Financial Risk, Credit Risk, Internal Audit, Retail Banking, Relationship Management, Asset Management, Negotiation

Education
University of Houston   2015 — 2018
Bachelor's degree, Psychology

Tarrant County College   2012 — 2015
Associate of Arts (A.A.), Business Administration and Management, General

Eastern Hills High School   1997 — 2001
Diploma, High School

Mark Settles Mark Settles Greater Philadelphia Area Details
Mark Settles's Newbold Advisors Experience April 2013 - Present
Job Executive Consultant at Newbold Advisors
Industry Management Consulting
Experience
Newbold Advisors   April 2013 - Present
JPMorgan Chase  July 1994 - December 2011
Columbia University in the City of New York  1982 - 1986

Skills
University Teaching, Executive Coaching, Workshop Facilitation, Teaching, Leadership Development, Organizational..., Entrepreneurship, Investments, Management, Career Counseling, Leadership, Recruiting, Financial Services, Risk Management, Process Improvement, Capital Markets, Asset Management, Strategic Planning

Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics

Northwestern University - Kellogg School of Management

Eugenia Thompson Eugenia Thompson Irving, Texas Details
Eugenia Thompson's Newbold Advisors Experience February 2014 - January 2015
Job Bankruptcy Specialist at Carlisle & Gallagher Consulting Group
Industry Banking
Experience
Carlisle & Gallagher Consulting Group  January 2015 - Present
Newbold Advisors   February 2014 - January 2015

Skills
Process Improvement, Accounting, Executive Management, Finance, Financial Analysis, Program Management, Small Business Lending, Financial Risk, Financial Services, Microsoft Office

Education
Jackson State University
Psychology

North Lake College
Speech-Language Pathology/Pathologist

Kevin Lacy Kevin Lacy Dallas, Texas Details
Kevin Lacy's Newbold Advisors Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Newbold Advisors   2012 - 2013

Skills
Mortgage Lending, Financial Analysis, Financial Services, Credit, Credit Analysis, Credit Risk, Customer Service, Mortgage Banking, Loans, Portfolio Management, Risk Management, Loan Origination

Education
North Lake College   2005 — 2007

Andria Redding Andria Redding Tampa, Florida Details
Andria Redding's Newbold Advisors Experience June 2013 - December 2014
Job Payroll Specialist
Industry Management Consulting
Experience
Newbold Advisors   June 2013 - December 2014
Newbold Advisors   May 2012 - December 2014
Albertelli Law  February 2011 - May 2012
APL Federal Credit Union  February 2008 - December 2010
American Partners Bank  October 2006 - February 2008
Beazer Homes  September 2004 - September 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Adobe Acrobat, Windows 7, Windows XP Pro, Windows Vista, Windows 8, Perfect Practice, SharePoint, Sage Abra HRMS, Great Plains Software, Paychex, Crystal Reports, iEmployee, Organization, Executive..., Employee Benefits, PTO, New Hire Paperwork, New Hire Processes, Terminations, Expense Reports, Supply Ordering, Event Planning, Executive Calendar..., ADP Payroll, QuickBooks, Garnishments, Payroll Taxes, Time & Attendance, Wordperfect

Education
Hillsborough Community College   2013 — 2015
Associate of Arts (A.A.), Business Administration and Management, General

New Hampshire Technical Institute   2003 — 2003
Business Management

Keene State College   2002 — 2002
Business Administration, Management and Operations

Kearsarge Regional High School   1999 — 2002
High School Diploma, General Studies

Matt Kilboy Matt Kilboy Houston, Texas Area Details
Matt Kilboy's Newbold Advisors Experience December 2011 - April 2014
Job Director, National Mortgage and Consumer Lending Practice at KPMG
Industry Financial Services
Experience
KPMG  April 2014 - Present
Newbold Advisors   December 2011 - April 2014
National Real Estate Information Services  February 2010 - November 2011
ISGN  December 2008 - December 2009
Stewart Lender Services  May 2000 - October 2008
Temple-Inland Mortgage Corporation division of Guaranty Financial   1997 - 2000
Mellon Mortgage  1994 - 1997

Skills
Income Statement, Mortgage Lending, Mortgage Banking, Loans, Underwriting, Loan Servicing, Credit, Real Estate, Banking, Loss Mitigation, Risk Management, Vendor Management, Process Improvement, Due Diligence, Strategic Planning, Executive Management, Operations Management, Loan Origination, Mortgage Servicing, Team Building, Negotiation, Sales Management, Management, Sales, Customer Service, Analysis, FHA, Leadership, Customer Satisfaction, Residential Mortgages, CRM, Refinance, Outsourcing, Mergers & Acquisitions, Strategy, Business Process..., Management Consulting, Strategic Partnerships, Financial Services, Budgets, Coaching, Finance

Education
Bowling Green State University   1980 — 1984
Bachelors, Business Administration

Strongsville High School

Caroline Rogers Caroline Rogers Dallas/Fort Worth Area Details
Caroline Rogers's Newbold Advisors Experience April 2014 - Present
Job Banking Professional
Industry Banking
Experience
Newbold Advisors   April 2014 - Present
Bank of America  May 2011 - September 2013
MetLife Home Loans  February 2010 - May 2011
Lincare Holdings, Inc  February 2008 - January 2010
The Inn at St. John's   March 2006 - January 2008
First Alliance Lending   January 2003 - February 2006

Skills
Loan Servicing, Loan Origination, Sales, Customer Service, Loan Modifications, Home Retention, Bankruptcy, Texas Notary, Portfolio Management, Loans, FHA, Finance, Reverse Mortgages, Management, CRM, Mortgage Banking, Residential Mortgages, Mortgage Lending, Credit, Refinance, Banking, VA Loans, Credit Analysis, Real Estate, Risk Management

Education
Aquinas College   1993 — 1995
Business & Communication

Larry Walker, Master CMB Larry Walker, Master CMB Dallas/Fort Worth Area Details
Larry Walker, Master CMB's Newbold Advisors Experience September 2011 - December 2013
Job Managing Director, KPMG
Industry Financial Services
Experience
Mortgage Bankers Association  November 1980 - Present
KPMG  January 2014 - Present
Leadership Vistas International Ministries   December 2012 - Present
LifePoint Church Plano   2006 - Present
Newbold Advisors   September 2011 - December 2013
GENPACT  August 2010 - August 2011
Beal Bank  March 2009 - August 2010
BearingPoint Consulting  December 2007 - March 2009
Willow Bend Foundation   2001 - 2007
Newdea  2001 - 2007

Skills
Strategy, Financial Services, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Business Strategy, Leadership, Business Development, Outsourcing, Mortgage Banking, Loans, Portfolio Management, Leadership Development, BPO, Finance, Banking, Credit, Management, Analysis, Business Process, Executive Management, Analytics, Refinance, Consulting, Risk Management, Sales, Business Process..., Consumer Lending, Process Improvement, Due Diligence, Loan Servicing, Vendor Management, Mortgage Servicing, Business Analysis, Financial Risk, Financial Analysis, Loss Mitigation, Underwriting, Strategic Planning, Real Estate

Education
MBA - School of Mortgage Banking   1990 — 2012
Master CMB, Mortgage Banking

University of Cambridge   2003 — 2003
International Housing Finance

University of Pennsylvania - The Wharton School   2000 — 2000
International Real Estate Finance

Babson College   1996 — 1996
Leadership Dynamics

The University of Akron   1976 — 1978
Business Administration & Management

Dana G. Leonard, Esq. Dana G. Leonard, Esq. Jacksonville, Florida Area Details
Dana G. Leonard, Esq.'s Newbold Advisors Experience March 2015 - Present
Job Director, Management Consulting at Newbold Advisors
Industry Management Consulting
Experience
Newbold Advisors   March 2015 - Present
Newbold Advisors   October 2014 - February 2015
RealEC Technologies  February 2012 - July 2013
PHH Corporation  January 2011 - February 2012
PHH Corporation  June 2005 - January 2011
Veoba.com   2009 - 2011
Fidelity National Financial  July 2003 - May 2005
Alltel Information Services  September 2000 - June 2003
Yeatman & Associates, PA   July 1999 - August 2000

Skills
Strategic Partnerships, Strategy, Contract Negotiation, Outsourcing, Vendor Management, Mergers & Acquisitions, Due Diligence, Financial Services, IT Strategy, Strategic Planning, New Business Development, Business Strategy, Sales Operations, Sales, Business Process..., Analysis, Strategic Sourcing, Loan Origination, Mortgage Servicing, Telecommunications, Procurement, Organizational Design, Negotiation, CRM, IT Outsourcing, Organizational Structure, Business Relationship..., Sales Management, Talent Management, Vendor Relations, Outsourcing Management, Mobile..., Deal Structuring, Talent Assessment, Technology Evaluation, Partner Relationship..., Client Relationship..., Customer Acquisition, Sales Presentations, Partner Management, Recruiting, Talent Identification, Talent Acquisition, Privacy, Account Management, Engagement Management

Education
University of Arkansas School of Law, Fayetteville   1995 — 1999
Juris Doctor

University of Arkansas at Little Rock   1993 — 1995
BA, Creative Writing

University of Pennsylvania   1989 — 1993
BA, Classics

Boston University   1992 — 1992
Classics, Archaeology

Catholic High School   1985 — 1989
Diploma, High School

Arkansas Governor's School   1988 — 1988
AGS, English

Roshena Jackson Roshena Jackson Dallas, Texas Details
Roshena Jackson's Newbold Advisors Experience September 2013 - December 2013
Job Underwriter, Mortgage, Management
Industry Research
Experience
Recovco Mortgage   May 2015 - Present
Mela Capital Group   February 2014 - December 2014
Newbold Advisors   September 2013 - December 2013
CoreLogic  November 2012 - October 2013
Bank of America  February 2011 - August 2012
Chase  November 2009 - October 2010
Verizon  January 2001 - July 2008

Skills
Underwriting, Loan Modifications, Loan Servicing, Nonprofits, Mortgage Lending, Public Speaking, Loans, Software Documentation, Leadership, Training, Analysis, Microsoft Excel, Process Improvement, Credit, Management

Education
Grambling State University   1995 — 2000
Bachelor of Arts (BA), Psychology

Texas A&M University-Commerce

Bernard Azoulai Bernard Azoulai Greater New York City Area Details
Bernard Azoulai's Newbold Advisors Experience November 2011 - October 2012
Job Project Manager at Federal Farm Credit Banks Funding Corporation
Industry Financial Services
Experience
Federal Farm Credit Banks Funding Corporation  October 2012 - Present
Newbold Advisors   November 2011 - October 2012
Deutsche Bank  June 2011 - January 2012
PricewaterhouseCoopers  May 2010 - April 2011
Resources Global Professionals  January 2009 - April 2010
Deustche Bank  May 2008 - November 2008
Accenture  July 2006 - May 2008
Random Walk Computing  June 2004 - July 2006
Capco  2002 - 2003
Mantas  January 2000 - March 2002

Skills
Program Management, Management Consulting, Business Process..., Project Management, PMO, Financial Services, Equities, Product Management, Business Analysis, Finance, Banking, Consulting, SDLC, IT Strategy, Investment Banking, Management, Change Management, Business Process..., Risk Management, Project Portfolio..., CRM, Business Transformation, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1981 — 1985
MBA, Finance and Financial Management Services

Columbia University in the City of New York
Industrial Engineering

Julie Dawson Julie Dawson Greensboro/Winston-Salem, North Carolina Area Details
Julie Dawson's Newbold Advisors Experience August 2012 - December 2013
Job Compliance Officer at Truliant Federal Credit Union
Industry Insurance
Experience
Truliant Federal Credit Union  June 2014 - Present
Newbold Advisors   August 2012 - December 2013
United Guaranty Corporation  July 2006 - January 2012
United Guaranty Corporation  July 2004 - June 2006
United Guaranty Corporation  June 2003 - June 2004
United Guaranty Corporation  February 1997 - May 2003
United Guaranty Corporation  July 1992 - January 1997
United Guaranty Corporation  July 1990 - June 1992
Rolane Corporation   August 1988 - June 1990
Carolina Biological Supply Company  December 1985 - July 1988

Skills
Risk Management, Process Improvement, Business Process..., Insurance, Compliance, Business Analysis, Risk Assessment, Privacy Compliance, Records Management, Analysis, Vendor Management, Management, SDLC, Software Documentation, Program Management, Internal Controls, Project Management, Leadership, Visio, Business Process, Sarbanes-Oxley Act, Team Building, Strategic Planning, Training, Project Planning, Team Leadership, Cross-functional Team...

Education
Elon University   1981 — 1985
BS, Accounting

UNCG Bryan School of Business   2004 — 2004
Program for Management Development

Patience Castillo Patience Castillo Azle, Texas Details
Patience Castillo's Newbold Advisors Experience August 2012 - November 2012
Job Mortgage Loan Closing and Upload Admin
Industry Financial Services
Experience
OmniAmerican Bank is Now Southside Bank  July 2013 - Present
Catalyst  November 2012 - July 2013
Newbold Advisors   August 2012 - November 2012
JPMorgan Chase  July 2012 - August 2012
Saxon Mortgage  April 2011 - July 2012
Saxon Mortgage  September 2009 - April 2011
Morgan Stanley Home Loans/Saxon Mortgage   April 2007 - September 2009
JPMorgan Chase  April 1997 - July 2007

Skills
Client Relationship..., Customer Relations, Loan Modifications, Problem Solving, Self Starter, Goal Oriented, Customer Service, Customer Experience, Customer Research, Customer Retention, Training Skills, Analysis, CRM, Call Center, Call Centers, Credit, Financial Services, Foreclosures, Leadership, Loan Servicing, Loans, Loss Mitigation, Management, Marketing, Mortgage Lending, Mortgage Servicing, Portfolio Management, Short Sales, Underwriting, Training, Default

Education
Tarrant County College

Sonia Elizabeth Soller Sonia Elizabeth Soller Dallas/Fort Worth Area Details
Sonia Elizabeth Soller's Newbold Advisors Experience April 2012 - August 2014
Job Mortgage Servicing Technology
Industry Financial Services
Experience
Altisource  April 2015 - Present
Bank of America  August 2014 - April 2015
Newbold Advisors   April 2012 - August 2014
Carlisle & Gallagher Consulting Group  2011 - 2012
Bank of America  2010 - 2011
Bank of America  2007 - 2009
Bank of America  2006 - 2006
Countrywide Institutional Mortgage Services Group   1997 - 2005

Skills
Accounting, Risk Management, Mortgage, Change Management, Process Improvement, Mortgage Lending, Business Analysis, Project Management, Credit Risk, Business Intelligence, Analysis, Financial Risk, Management, Requirements Gathering, PMO, Leadership, SDLC, Project Portfolio..., Performance Management, Program Management, Loan Servicing, Financial Services, Business Process..., Management Consulting, Loss Mitigation, Banking, Customer Service, Business Process, Finance, Quality Assurance, Call Centers, Executive Management, Strategy, Financial Analysis, Vendor Management

Education
The University of Texas at Dallas   2010 — 2013
BA, Business/Realestate

Collin County Community College   2007 — 2010
2012 Bachelors, General ed

Los Angeles Valley College

Cleta Raymond, PMP Cleta Raymond, PMP Washington D.C. Metro Area Details
Cleta Raymond, PMP's Newbold Advisors Experience September 2012 - April 2015
Job Project Manager
Industry Financial Services
Experience
FICO  May 2015 - Present
Newbold Advisors   September 2012 - April 2015
Newbold Advisors   June 2012 - August 2012
Fannie Mae  January 2010 - January 2012
Fannie Mae  March 2007 - January 2010
Fannie Mae  2006 - 2007
Fannie Mae  1994 - 2005
Perot Systems  1989 - 1994

Skills
Testing, System Testing, Quality Assurance, Software Development, Production Support, Software Configuration..., Test Director, SDLC, Project Planning, Metrics, Staff Management, Program Management, PMI, Project Management, Management, Agile Methodologies, Software Quality..., Software Project..., PMP, Test Management, ITIL Certified, Risk Based Testing, Quality Center, Business Analysis, Governance, Process Improvement, Requirements Analysis, Requirements Gathering, Leadership, ITIL, User Acceptance Testing, Risk Management, Disaster Recovery, Integration, Regression Testing, Agile Project Management, Business Requirements, Business Process, IT Strategy, Vendor Management, Project Portfolio..., PMO

Education
Montana State University-Bozeman
BS, Computer Science

Joseph Lanzilotti Joseph Lanzilotti Tampa/St. Petersburg, Florida Area Details
Joseph Lanzilotti's Newbold Advisors Experience January 2011 - Present
Job Project Manager, Management Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   January 2011 - Present
Short Sale Consultants, LLC   October 2008 - December 2010
Countrywide Home Loans  December 2003 - September 2008
PHH Mortgage  May 1999 - October 2003

Skills
P&L Management, Sales and Production..., Team Building, Process Improvement, Default Policy and..., HAMP, Recruiting, Training,..., Quality Control & Audits, HAFA, Due Diligence, Mortgage Underwriting, Auditing, Sales, Training, Underwriting, Credit, FHA, Risk Management, Loss Mitigation, Loans, Mortgage Lending, Management, Mortgage Servicing, Leadership, Call Centers

Education
Rowan College at Burlington County   2000 — 2002
AA

Leslie Yancey Leslie Yancey United States Details
Leslie Yancey's Newbold Advisors Experience January 2014 - September 2014
Job Mortgage Professional
Industry Real Estate
Experience
Newbold Advisors   January 2014 - September 2014
Power-REO (AKA AHMSI)   January 2010 - January 2012
Home America Mortgage  March 2009 - January 2010
Home America Mortgage  March 2007 - February 2009
Home America Mortgage  September 2005 - March 2007
Countrywide Mortgage Services  February 2004 - September 2005

Skills
Microsoft Office, Microsoft Word, Sales, Outlook, Research, Residential Homes, Microsoft Excel, Mortgage Banking, PowerPoint, English

Education
Tarrant County College   2000 — 2003

Champions School of Real Estate
Real Estate License, Real Estate

Phillip Lupardus Phillip Lupardus Houston, Texas Details
Phillip Lupardus's Newbold Advisors Experience November 2013 - March 2014
Job Game Designer Looking to Brake in to the Video Game Industry.
Industry Entertainment
Experience
Full Sail University  January 2012 - Present
Newbold Advisors   November 2013 - March 2014
United Protective Services  March 2011 - November 2013
United States Marine Corps  June 2007 - June 2013

Skills
JavaScript, Visio, Microsoft Word, PowerPoint, Microsoft Excel, Agile Methodologies, Game Design, Logic Design, Training, Project Management, Leadership, Quality Assurance, Software Documentation, Management, Databases, Writing, Unity3D, Scripting, MonoDevelop, Game Mechanics, Game Development

Education
Full Sail University   2012 — 2015
Bachelor's Degree, Game Desighn, 2.7

North Brook High School   2004 — 2007
Regular Education

Philip Emond Philip Emond Dallas/Fort Worth Area Details
Philip Emond's Newbold Advisors Experience April 2014 - September 2014
Job Technical Writer Business Documentation Specialist at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage  December 2014 - Present
Newbold Advisors   April 2014 - September 2014
Newbold Advisors   November 2013 - April 2014
Newbold Advisors   May 2013 - November 2013
Newbold Advisors   January 2013 - November 2013
Newbold Advisors   April 2012 - December 2012
Newbold Advisors   May 2011 - March 2012
U.S. Small Business Administration   November 2005 - October 2010
BBVA Compass  October 2007 - September 2008
Wells Fargo Bank  June 1994 - November 2005

Skills
Recruiting, Training, Management, Finance, Quality Assurance, Underwriting, Banking, Budgets, Credit, Payroll, Mortgage Lending, Loans, Financial Risk, Analysis, Portfolio Management, Auditing, Change Management, Program Management, Process Improvement, Leadership, Loan Origination, Financial Services, Team Leadership, Risk Management

Education
Tarrant County College

Carlos Esquerra Carlos Esquerra Dallas/Fort Worth Area Details
Carlos Esquerra's Newbold Advisors Experience August 2012 - June 2015
Job Research Associate at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC  June 2015 - Present
www.bidtrix.com   January 2012 - Present
Newbold Advisors   August 2012 - June 2015
Deval LLC  June 2012 - August 2012
MetLife home loans  2007 - September 2011
First Horizon Home Loans  February 2007 - October 2008

Skills
Mortgage Lending, Loan Servicing, Residential Mortgages, Mortgage Banking, Banking, Loans, FHA, Reverse Mortgages, Legal Documents, Mortgage Servicing, Loan Origination, Risk Management, Credit, Foreclosures, Loss Mitigation, Chapter 13 Bankruptcy, Chapter 7 & 13, Cash Management

Education
Southern New Hampshire University
In progress, Information Technology

Devry University   2004 — 2009
in process, business computer information systems

North Mesquite

James Stauss James Stauss Greater Boston Area Details
James Stauss's Newbold Advisors Experience November 2014 - Present
Job Senior Director Sales at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   November 2014 - Present
Optimal Blue Secondary Services (formerly Secondary Interactive)   January 2012 - October 2014
Janney Montgomery Scott  March 2010 - November 2011
Raymond James & Associates, Inc.   April 2009 - March 2010
Bear Stearns & Company, Inc.   November 2004 - March 2008
Dorado Corp   2001 - 2005
Pedestal, Inc.   1999 - 2001
GE Capital Mortgage Corp.   1992 - 1994
Shearson Lehman Mortgage Conduit   1989 - 1992
NorthEastern Mortgage   1986 - 1989

Skills
Series 7, Series 63, Capital Markets, Fixed Income, Bloomberg

Education
Denison University   1982 — 1986
B.A, Psychology

Deerfield Academy   1981 — 1982

Falmouth High School

Oliver Currie Oliver Currie Memphis, Tennessee Details
Oliver Currie's Newbold Advisors Experience May 2013 - August 2013
Job Bankruptcy/Foreclosure File Reviewer at SolomonEdwardsGroup "Currently Seeking New Opportunities"
Industry Financial Services
Experience
Bank of America  March 2015 - Present
JPMorgan Chase & Co  May 2014 - August 2014
Newbold Advisors   May 2013 - August 2013
SolomonEdwardsGroup  January 2012 - January 2013
JPMorgan Chase & Co.   February 2011 - January 2012
USAA Federal Savings Bank  February 2010 - January 2011
Preformance Toyota   August 2009 - February 2010
1st Continental Mortgage, Inc.   April 2007 - September 2009
Umoja's Property Investments   January 2000 - August 2009
Amerifund Home Mortgage   February 2001 - March 2007

Skills
Banking, Loans, Customer Service, Customer Satisfaction, Sales, Account Management, Credit, Investment Properties, Underwriting, Foreclosures, Bankruptcy, Residential Mortgages, Business Development, Financial Analysis, Mortgage Lending, Mortgage Banking, Risk Management, Loan Origination, Finance, Credit Analysis

Education
Liberty University   2014 — 2015
Master's degree, Criminal Justice/Police Science

Fayetteville State University   1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General

Evette Randel Evette Randel Dallas/Fort Worth Area Details
Evette Randel's Newbold Advisors Experience August 2007 - May 2010
Job Senior Administrative Assistant at UT Southwestern
Industry Human Resources
Experience
UT Southwestern  March 2015 - Present
Behaviorist On Call   October 2011 - January 2014
McKESSON CORPORATION FINANCIAL CENTER   July 2006 - April 2011
Newbold Advisors   August 2007 - May 2010
Dean Foods  November 2003 - April 2006
ADP Payroll Services  November 2001 - October 2003
Union Industrial Gases Group   March 2001 - May 2001
American General Financial Group  April 1999 - February 2001
X.O. Communications   March 1996 - March 1999
Army Air Force Exchange Service  August 1986 - February 1996

Skills
Adobe Programs, AS400, Citrix Portal, Homesaver, BPCS, IBM, Lotus Suites, Microsoft Office..., Outlook, SAP, Siebel..., Account Reconciliation, Accounting, Auditing, Banking, Benefits Administration, Credit, Customer Service, Employee Benefits, Employee Relations, HRIS, Human Resources, Insurance, Loans, Management, Onboarding, Payroll, PeopleSoft, Accounts Receivable, Analysis, Interviews, Invoicing, New Hire Orientations, Process Improvement, Quality Assurance, Recruiting, Team Building, Sales, Team Leadership, Time Management, Training, IBM iSeries

Education
Dallas Baptist University   2014 — 2014
PROJECT MANAGEMENT CERTIFICATION, PROJECT MANAGEMENT CERTIFICATION

Dallas Baptist University   2007 — 2010
MBA, HUMAN RESOURCE

Business Management Northwood University   2005 — 2007
Bachelor's Degree [B.A, Business Administration and Management, General

Cathy Walton Cathy Walton Charlotte, North Carolina Area Details
Cathy Walton's Newbold Advisors Experience December 2014 - July 2015
Job Consultant at RGP
Industry Financial Services
Experience
RGP  August 2015 - Present
Northeastern University  February 2012 - Present
Project Management Institute  2005 - Present
Newbold Advisors   December 2014 - July 2015
Wells Fargo  August 2014 - November 2014
CapTech  April 2012 - August 2014
Bank of America  December 2011 - April 2012
Bank of America  July 2010 - November 2011
Bank of America  June 2009 - June 2010
Bank of America  April 2008 - May 2009

Skills
Project Implementation, Change Management, Team Leadership, Business Process..., Cross-functional Team..., Customer Relations, Process Engineering, PMP, Strategic Planning, Customer Service, Project Management, Process Improvement, SDLC, CRM, MS Project, Requirements Analysis, Leadership, Business Intelligence, Management Consulting, Business Analysis, Microsoft Project

Education
Virginia Commonwealth University - School of Business   1981 — 1985
MBA, Business

Old Dominion University   1973 — 1977
Bachelor of Arts, Philosphy/Computer Science

Tammy Kienlen, CMB Tammy Kienlen, CMB Greater Philadelphia Area Details
Tammy Kienlen, CMB's Newbold Advisors Experience 2010 - Present
Job Experienced Manager and Mortgage Software Professional
Industry Financial Services
Experience
Newbold Advisors   2010 - Present
The Kienlen Group   1994 - Present
PHH Mortgage  2009 - 2010
MBO Partners  2008 - 2010
Dorado Corporation  2005 - 2009
CCPace   1995 - 2005
Freddie Mac  1995 - 2002
Meridian Mortgage Corporation, a subsidiary of Meridian Bancorp   1989 - 1994
Fidelity Bond & Mortgage   1980 - 1989

Skills
Mortgage Banking, Mortgage Servicing, Business Analysis, Requirements Gathering, Use Case Analysis, Gap Analysis, Data Mapping, Requirements Management, B2C, Software Selection, Software Implementation, B2B, SDLC, Project Management, Loan Origination, Requirements Analysis, Management Consulting, Data Interfaces, Mortgage Lending, Residential Mortgages, Technology Solutions, Leadership, Business Process, Management, Analysis, Process Improvement, Project Planning, Business Requirements, Business Process..., Software Documentation, Loan Servicing, Loans, Team Leadership, Financial Services, Banking, Finance, Business Process..., Credit, Vendor Management, Enterprise Software, Testing, Integration, Business Process Mapping, Business Process Design, Risk Management, Relationship Management, IT Strategy, User Acceptance Testing

Education
Dickinson College   1976 — 1980
BA, Economics (Concentration in Finance and Accounting), Minor: Mathematics

Dan Allen Dan Allen Washington D.C. Metro Area Details
Dan Allen's Newbold Advisors Experience May 2013 - Present
Job Managing Director | Business Development | Enterprise Architect | CTO | CIO | Fortune 500 experience | MBA
Industry Management Consulting
Experience
Newbold Advisors   May 2013 - Present
Fannie Mae Corporation  April 2010 - May 2013
InterImage  April 2005 - June 2010
CACI International Inc  2004 - 2005
Chelsea Interactive   2002 - 2004
Digex  2000 - 2002
CMGI Solutions - Clara Vista   1999 - 2000
Mail2000   1999 - 1999
CACI  1985 - 1999

Skills
Software Development, Architecture, Enterprise Software, SDLC, Enterprise Architecture, Software Project..., SOA, Integration, IT Strategy, Application Architecture, Business Process..., Solution Architecture, Technical Architecture, IT Management, Database Design, Solaris, Process Improvement, Microsoft SQL Server, Java Enterprise Edition, SQL, Oracle, Vendor Management, Agile Methodologies, Unix, Software Design, MySQL, Risk Management, Cross-functional Team..., Software Engineering, Strategy, Java, Major Bids, Requirements Analysis, System Architecture, Web Applications, Business Process Design, Agile Project Management, Data Warehousing, Cloud Computing, Requirements Gathering, Project Management, PMP, Quality Assurance, Change Management, SharePoint, Architectures, PMO, Business Analysis

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1994 — 1999
MBA, Finance

Marymount University   1987 — 1991
BS, Computer Science

Tim McDaniel Tim McDaniel Washington D.C. Metro Area Details
Tim McDaniel's Newbold Advisors Experience July 2007 - June 2008
Job Principal at Lodestar, LLC
Industry Financial Services
Experience
Lodestar, LLC   January 2007 - Present
Make Home Affordable - Compliance   January 2012 - February 2014
Freddie Mac  January 2011 - December 2011
Newbold Advisors   July 2007 - June 2008
RG Financial Corporation  January 2007 - December 2007
BearingPoint Consulting  June 2004 - September 2007
Freddie Mac  2004 - 2007
Freddie Mac  2004 - 2006
Terex  December 2003 - May 2004
Timothy K McDaniel, CPA   January 1997 - May 2004

Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Financial Reporting, Financial Modeling, Corporate Governance, Financial Analysis, Sarbanes-Oxley, Management Consulting, CPA, Business Process..., Due Diligence, Enterprise Risk..., Forensic Accounting, SEC filings, Corporate Finance, Financial Risk, Finance, Financial Services, Mergers & Acquisitions, Accounting, Risk Management, Valuation, Acquisition Integration, Attestation, Financial Accounting, Statutory Accounting, Change Management, Process Flow..., Risk Assessment, Business Advisory, Project Management, Compliance, Managerial Finance, Executive Management, Cash Management

Education
Belmont Abbey College   1978 — 1981
BA, Accounting and Business Admin

Belmont Abbey College

Bill Vassalotti Bill Vassalotti Baltimore, Maryland Area Details
Bill Vassalotti's Newbold Advisors Experience August 2010 - Present
Job Senior Consultant
Industry Financial Services
Experience
Newbold Advisors   August 2010 - Present
WJV Consulting   October 2009 - Present
MCM Capital  November 2010 - April 2012
LPS-Strategic Consulting Services   March 2010 - June 2010
K2 Settlement   October 2009 - February 2010
Steelesoft Inc   April 2008 - February 2009
WJV Home Loans,LLC   June 2006 - March 2008
National Real Estate Information Services inc   2005 - 2006
Citigroup  1990 - 2005

Skills
Vendor Management, Loan Servicing, Consulting, Process Consulting, Software Conversions, Loan Origination, Sales and Marketing, Training, Process Improvement, Real Estate, Banking, Management, Start-ups, Risk Management, Mortgage Lending, Business Development, Loans, Strategic Planning, CRM, Executive Management, Program Management, Change Management, Analysis, Operations Management, Forecasting, Team Building, Project Management, Finance, Competitive Analysis, New Business Development, Product Management, Entrepreneurship, Budgets, Sales, Credit, Sales Management, Analytics, Financial Analysis, Leadership

Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics

Villanova University
MBA, Finance

Gabriela Pulido Gabriela Pulido Lewisville, Texas Details
Gabriela Pulido's Newbold Advisors Experience February 2014 - December 2014
Job Mortgage Industry
Industry Financial Services
Experience
J.P. Morgan   July 2015 - Present
BurnsSearch, Inc.   December 2014 - Present
Newbold Advisors   February 2014 - December 2014
JPMorgan Chase  September 2012 - November 2013
JPMorgan Chase  November 2011 - September 2012
JPMorgan Chase  August 2007 - November 2011
JPMorgan Chase  December 2006 - August 2007
JPMorgan Chase  November 2005 - December 2006
AmeriCredit Corp.  January 2002 - August 2005

Skills
Staff..., Regulatory Compliance, Process Improvement, Risk Management, Processing/Underwriting, Customer Service, Policies & Procedures, Workflow Coordination, Relationship Building, Title Review/Analysis, Data Validation, Call Center Management, Pipeline Management, Conflict/Issue..., Quality Assurance, Research Analysis, Credit Review, Performance Evaluation, Call Centers, Credit, Auditing, Performance Appraisal

Education
The University of Texas at Arlington   2002 — 2014
N/A, International Business

North Lake College   2006 — 2006
Certification, Mortgage Banking Certification, 3.2

Tarrant County College   1998 — 2001
N/A, Basics

Nykee McCoy Nykee McCoy Arlington, Texas Details
Nykee McCoy's Newbold Advisors Experience January 2012 - 2014
Job C.. E. O.
Industry Health, Wellness and Fitness
Experience
FGXpress™  November 2013 - Present
Newbold Advisors   January 2012 - 2014
Integrated Manufacturing Assembly   January 2008 - January 2011
GLADDENN WATER   January 2008 - 2009
TEAPE SUZUKI/ SUBURA   January 2007 - January 2008
DOOLEY PRODUCTIONS   January 2006 - January 2007
NATIONAL TRANSLINK CORPORATION   January 2006 - January 2006
Fortune Hi-Tech Marketing  January 2001 - January 2005
POPEYE'S  January 1998 - January 2000
AMERICAN MEDICAL NETWORK   January 1996 - January 1998

Skills
Online Marketing, Advertising, Marketing Communications, Strategy, Wellness Coaching, Social Networking, Sales, Public Relations, Fundraising, Event Planning, Sales Management, Customer Service, Nutrition, Fitness, Marketing, Social Media, Wellness, Public Speaking, Entrepreneurship, Time Management

Education
Kankakee Community College   1989 — 1990
Associate's Degree, Liberal Arts

Howard University   1988 — 1989
U of You, Business Administration and Management, General

Crecencia Guerrero Crecencia Guerrero Dallas, Texas Details
Crecencia Guerrero's Newbold Advisors Experience May 2012 - August 2012
Job Financial Services Professional
Industry Financial Services
Experience
Newbold Advisors   May 2012 - August 2012

Skills
Loss Mitigation

Education
El Centro College

Naomi Booker Naomi Booker Dallas/Fort Worth Area Details
Naomi Booker's Newbold Advisors Experience August 2011 - February 2014
Job Foreclosure Review Specialist at BSI Financial Services
Industry Financial Services
Experience
BSI Financial Services Inc  February 2014 - Present
Newbold Advisors   August 2011 - February 2014
SAXON  July 2008 - July 2011
Saxon Mortgage  January 2010 - April 2011
Saxon Mortgage  July 2008 - January 2010

Skills
Loss Mitigation, LPS, Mortgage, Default, Loans, Mortgage Underwriting, Foreclosures, AS400 system, Loan Servicing, Risk Management, Loan Origination, Mortgage Lending, Mortgage Banking, Analysis, Banking, Credit Analysis, HAMP, Mortgage Servicing, Portfolio Management, Residential Mortgages, Underwriting, Credit, Consumer Lending, Credit Risk, Finance

Education
Regis University   2010 — 2013
Masters, BA

Prairie View A&M University   1996 — 2001
BS, Electrical Engineering

Beth Greenwood Beth Greenwood Dallas/Fort Worth Area Details
Beth Greenwood's Newbold Advisors Experience May 2014 - Present
Job Paralegal
Industry Legal Services
Experience
Newbold Advisors   May 2014 - Present
Butler & Hosch, P.A.   June 2012 - June 2013
SettlePou  June 2005 - April 2012
Loncar & Associates  June 2004 - February 2005
The Turley Law Firm  September 2001 - June 2004

Skills
Courts, Legal Research, Litigation, Depositions, Mediation, Litigation Support, Personal Injury, Wordperfect, Product Liability, Document Review, Lexis, Real Estate, Notary Public, Legal Discovery, Legal Documents, LexisNexis

Education
Collin County Community College
Photography

University of North Texas
Paralegal Certificate, Paralegal Studies

Nigel Brazier Nigel Brazier Washington D.C. Metro Area Details
Nigel Brazier's Newbold Advisors Experience March 2011 - September 2013
Job Managing Director at The Hilltop Companies
Industry Financial Services
Experience
The Hilltop Companies  October 2013 - Present
NBNB LLC   January 2011 - Present
Newbold Advisors   March 2011 - September 2013
Acqura Loan Services  October 2009 - December 2010
Fannie Mae  May 2005 - September 2009
Select Portfolio Servicing  May 2001 - April 2005
GE Capital Mortgage Services  September 1994 - April 2001
GE Company  September 1984 - August 1994

Skills
Strategic Planning, Due Diligence, Valuation, Management Consulting, Financial Management, Risk Management, Financial Analysis, Managerial Finance, Portfolio Management, Business Development, Mergers, Loan Servicing, Program Management, Change Management, Finance, Credit, Mergers & Acquisitions, Mortgage Lending, Executive Management, Financial Services, Leadership, Banking, Loans, Management, Financial Modeling, Asset Management, Capital Markets, Credit Risk, Structured Finance, Loss Mitigation

Education
Miami University   1983 — 1984
MBA, Finance

University of Washington   1978 — 1982
BS, Accounting

Michael Giacalone, PMP, ITIL® Foundation Michael Giacalone, PMP, ITIL® Foundation Tampa/St. Petersburg, Florida Area Details
Michael Giacalone, PMP, ITIL® Foundation's Newbold Advisors Experience June 2012 - May 2013
Job Management / services professional with significant program / project management experience.
Industry Information Technology and Services
Experience
Productivity Point Global  November 2014 - Present
Hillsborough Community College  August 2014 - Present
Core Performance Concepts Inc.   July 2011 - Present
Solution Dynamics, LLC   February 2002 - Present
Project Management Institute - Tampa Bay Chapter   January 2013 - December 2013
Newbold Advisors   June 2012 - May 2013
Project Management Institute - Tampa Bay Chapter   January 2008 - December 2011
Fiserv  September 2009 - November 2010
Integrated Solutions Management, Inc   January 2008 - June 2009
HSBC Mortgage Services  May 2005 - January 2006

Skills
Program Management, MS Project, Project Implementation, ITIL, PMP, Requirements Analysis, Budgeting, IT Service Management, Business Analysis, Accounting, Financial Analysis, User Acceptance Testing, Process Improvement, Change Management, Management, SDLC, Business Process..., Risk Management, PMO, Vendor Management, Project Management, Budgets, Visio, Project Planning, Banking, IT Strategy, Analysis, Team Leadership, Business Strategy, Management Consulting, Six Sigma, SharePoint, ERP, Training, Business Process, Testing, Project Portfolio..., Governance, Access, SAP, Leadership, Software Project..., Business Intelligence, Cross-functional Team..., IT Management, Enterprise Software, Business Planning, Team Building, Requirements Gathering, Software Documentation

Education
Adelphi University   1983 — 1985
MBA, Banking and Finance

University of Tampa   1974 — 1977
BS, Accounting and Business Management

Suffolk County Community College   1972 — 1974
AAS, Telecommunications and Accounting

Scott Sheffield Scott Sheffield Dallas/Fort Worth Area Details
Scott Sheffield's Newbold Advisors Experience April 2012 - October 2014
Job Senior Consultant at Cognizant Technology Solutions
Industry Financial Services
Experience
Cognizant Technology Solutions  September 2014 - Present
Newbold Advisors   April 2012 - October 2014
MetLife  June 2011 - April 2012
Saxon Mortgage  June 1999 - June 2011

Skills
Vendor Management, SDLC, Requirements Gathering, Project Management, Management Consulting, Risk Management, Risk Based Testing, Mortgage Banking, Mortgage Servicing, Business Requirements, Process Improvement, Business Analysis, Business Process..., Requirements Analysis, Software Documentation, PMO, Loan Servicing, Business Process, Banking, Mortgage Lending, Project Portfolio..., SharePoint, MS Project, Visio, Testing, Financial Services, Leadership, Call Centers, Change Management, Portfolio Management, Management, Analysis, User Acceptance Testing, Governance

Education
Tarrant County College   2009 — 2011
General, General Academics

Dallas County College   1999 — 2005

Matthew Douthit Matthew Douthit Washington D.C. Metro Area Details
Matthew Douthit's Newbold Advisors Experience May 2007 - May 2009
Job Large Bank Supervision at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency  September 2012 - Present
The Oakleaf Group  June 2010 - August 2012
Mortgage Harmony   September 2008 - August 2012
Duff & Phelps  November 2009 - June 2010
Mortgage Harmony   2009 - 2010
Huron Consulting Group  May 2009 - November 2009
Newbold Advisors   May 2007 - May 2009
Fannie Mae  2001 - 2007

Skills
Capital Markets, Financial Risk, Credit Risk, Portfolio Management, Valuation, Credit, Banking, Structured Finance, Loans, Finance, Mortgage Lending, Financial Services

Education
American University - Kogod School of Business   1987 — 1990
MS, Finance

University of Delaware - Lerner College of Business and Economics   1977 — 1981
BA, Economics & Political Science

Terrell C. Cassada Terrell C. Cassada Jacksonville, Florida Area Details
Terrell C. Cassada's Newbold Advisors Experience July 2012 - December 2012
Job Chief Information Officer at LoanLogics, Inc.
Industry Financial Services
Experience
LoanLogics, Inc.   February 2014 - Present
LoanLogics, Inc.   January 2013 - February 2014
Newbold Advisors   July 2012 - December 2012
First Guaranty Bank and Trust   April 2009 - June 2012
Lydian Technology Group  2006 - 2009
WellFound Decade Corporation   2005 - 2006
WellFound Decade Corporation   2004 - 2005
Decade Systems Corporation   2003 - 2004
Decade Systems Corporation   January 1998 - January 2003
Barnett Technologies, Inc   January 1996 - January 1997

Skills
Banking, Core Banking, Core Banking..., Mortgage Banking, Disaster Recovery, Mobile Banking, Internet Banking, Vendor Management, Process Improvement, Software Development, Application Portfolio..., Business Analysis, IT Strategy, Remote Deposit Capture, Bill Payment, ACH, Debit Cards, Deposits, Mortgage, Depository Operations, Mortgage Lending, Financial Services, Start-ups, Executive Management, Management, SDLC, Business Process..., Enterprise Architecture, Relationship Management, Risk Management, Cloud Computing, Product Management, Leadership

Education
Carson-Newman University   1989 — 1993
B.S., Computer Information Systems

David Mullican David Mullican Dallas/Fort Worth Area Details
David Mullican's Newbold Advisors Experience 2011 - Present
Job Contract Senior Mortgage Underwriter
Industry Financial Services
Experience
Newbold Advisors   2011 - Present
Wells Fargo Bank  October 2010 - April 2011
US Small Business Administration  February 2006 - October 2010

Skills
Credit, Customer Relations, Customer Service, Loans, Excel, Sales, Loan Origination, Financial Analysis, Microsoft Excel, Analysis

Education
Howard Payne University   1976 — 1980
Bachelor's degree

Anna High School   1972 — 1976

Parks McGregor Parks McGregor Dallas/Fort Worth Area Details
Parks McGregor's Newbold Advisors Experience February 2012 - June 2014
Job CEO/President
Industry Computer Software
Experience
Axis D.R.I.V.E.   September 2015 - Present
Supreme Lending  June 2014 - September 2015
Supreme Lending  June 2014 - August 2014
Newbold Advisors   February 2012 - June 2014
MBS Management/Greystar/Myan   2007 - 2008
First American Real Estate Tax Service  1996 - 2007

Skills
Data Entry, Outlook, Research, PowerPoint, Microsoft Excel, Customer Service, Software Documentation, Microsoft Office, Policy, Public Speaking, Leadership Management, Training Leadership, Training, Cross Functional Team..., Build Strong Teams, Multi-cultural team..., Consulting, Legal Documents, Legal Research, Project Management, Call Center, Microsoft Word, Microsoft Works, PeopleSoft, Call Centers, Interviews, Bankruptcy, Management, Finance, Team Leadership, Legal Writing, Leadership, Analysis, Vendor Management, Courts, Litigation, Civil Litigation, Banking, Time Management, Business Analysis, Process Improvement, Mortgage Lending, Criminal Law

Education
Colorado Technical University   2015 — 2018
Master of Science (MS), Criminal Justice

Colorado Technical University   2012 — 2013
Bachelor of Science in Criminal Justice, Concentration in Legal Studies, 4.0

Colorado Technical University   2010 — 2011
Associates of Science in Paralegal Studies, Concentration in Legal Studies, 4.0

Denise Rinear Denise Rinear Greater Philadelphia Area Details
Denise Rinear's Newbold Advisors Experience 2012 - May 2014
Job Corporate Compliance, Operational Risk and Quality Control Managing Director
Industry Financial Services
Experience
Ocwen Financial Corporation - US  May 2014 - Present
Newbold Advisors   2012 - May 2014
Ally Financial Inc.  July 2007 - 2011
GMAC Mortgage/ GMAC ResCap   2001 - 2007
Corestates Bank  1982 - 1999

Skills
Operational Risk..., Business Process..., Risk Assessment, Strategic Planning, Business Planning, Cost Management, Risk Management, Product Management, Financial Reporting, Process Improvement, Financial Risk, Banking, Project Planning, Governance, Leadership, Due Diligence, Financial Analysis, Operational Risk, Management Consulting, Finance, Capital Markets, Strategy, Financial Services, Credit, Business Analysis, Credit Risk, Change Management, Mortgage Lending, Portfolio Management, Financial Modeling, Managerial Finance, Mergers & Acquisitions, Policy, Enterprise Risk..., Internal Audit

Education
Drexel University - LeBow College of Business   1981 — 1982
MBA, Finance, Marketing

University of Cincinnati   1975 — 1979
BS, Urban Administration

Kate Greer (Stephens) Kate Greer (Stephens) Dallas/Fort Worth Area Details
Kate Greer (Stephens)'s Newbold Advisors Experience June 2010 - Present
Job Mortgage Servicing Consultant, specializing in MHA, Risk, Project Management, and PCA Reconciliation
Industry Management Consulting
Experience
Newbold Advisors   June 2010 - Present
JPMorgan Chase  November 2009 - June 2010
Saxon Mortgage  August 2008 - April 2009
EMC Mortgage  May 2007 - October 2007

Skills
Excel - accomplished, Microsoft Office, Account Reconciliation, Reconciliation, Accounting, Business Planning, Documentation, Servicing, Mortgage Servicing, Process Improvement, Visio, IR, Testing, Operations, PowerPoint, Metrics, Excel, Mortgage Banking, Mortgage Industry, Mortgage Cashiering, Cashiering, Cash, Policy, Policy/Procedure..., MS Project, Project Planning, Loan Servicing, Mortgage Lending, Management Consulting, Business Process..., Internal Controls, Requirements Gathering, Risk Management, Project Management, Microsoft Excel, Strategy

Education
Tarleton State University

Julius Roberson /G\​ Julius Roberson /G\​ Dallas/Fort Worth Area Details
Julius Roberson /G\​'s Newbold Advisors Experience January 2009 - November 2010
Job Triliant Risk Advisors Compliance Analyst
Industry Financial Services
Experience
Triliant Risk Advisors   April 2015 - Present
Carlisle & Gallagher Consulting Group  December 2014 - February 2015
Allsec Financial Services   March 2014 - December 2014
Bank of America  July 2012 - November 2013
Bank of America  March 2011 - July 2012
Newbold Advisors   January 2009 - November 2010

Skills
Loan Servicing, Analysis, Home Affordable..., Risk Management, Loss Mitigation, Auditing, Internal Audit, Program Management, Management, Internal Controls, Quality Assurance, Accounting, Testing, Loans, Credit, Mortgage Lending, Banking, Mortgage Banking, Finance, Underwriting, FHA, Loan Origination, Credit Analysis, Residential Mortgages, Customer Service, Mortgage Servicing, Leadership, Financial Analysis, Portfolio Management, Financial Services, Process Improvement

Education
Southern Methodist University   1988 — 1989
Studied, Criminology

Langston University   1981 — 1985
Studied, History

Sean Warren Sean Warren Lewisville, Texas Details
Sean Warren's Newbold Advisors Experience April 2012 - March 2013
Job Business Liaison Associate at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  January 2015 - Present
Wells Fargo Home Mortgage  April 2014 - December 2014
Wells Fargo Home Mortgage  March 2013 - April 2014
Newbold Advisors   April 2012 - March 2013
JPMorgan Chase  February 2012 - March 2012
Players Bench  February 2010 - February 2011
Polar Ice Ent.   April 2007 - June 2009
JPMorgan Chase  August 2006 - January 2007

Skills
Customer Service, Public Speaking, Sales, Microsoft Office, Loan Modifications, Bankruptcy, AS400 system

Education
University of North Texas   2007 — 2010
Bachelor of Arts and Sciences, Communications/Marketing

Arizona State University
Communications

Chianta Polite Chianta Polite Dallas/Fort Worth Area Details
Chianta Polite's Newbold Advisors Experience 2012 - 2014
Job Mortgage Underwriter; QA & Compliance; Regulatory Analysis; Risk Management
Industry Banking
Experience
Carlisle & Gallagher Consulting Group  January 2015 - Present
Allsec Financial Services   September 2014 - January 2015
Newbold Advisors   2012 - 2014
EMBCC  June 2010 - April 2011

Skills
Mortgage Underwriting, FHA, Loan Origination, Loan Servicing, Loss Mitigation, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Refinance, Residential Mortgages, Banking, Risk Management, Finance, Underwriting, Credit Analysis, Financial Analysis, Customer Service, Analysis, Financial Risk, Financial Services, Credit Risk, Credit, Process Improvement, Team Building, Microsoft Office, Foreclosures, Consumer Lending, Commercial Lending, Real Estate

Education
Richland College   1998 — 2008
Political Science and Government

Grambling State University   1994 — 1998
Pre-Law Studies

Lynette Tillman-Johnson Lynette Tillman-Johnson Dallas/Fort Worth Area Details
Lynette Tillman-Johnson's Newbold Advisors Experience August 2013 - December 2013
Job Senior Internal Auditor Available
Industry Financial Services
Experience
Bank of America  September 2014 - Present
Newbold Advisors   August 2013 - December 2013
Adecco Group  January 2012 - February 2013
Capital One  June 2010 - January 2012
Chase  January 2009 - June 2010

Skills
Internal Audit, Auditing, Quality Auditing, Financial Risk, Credit, Financial Analysis, Risk Assessment, Risk Management, Credit Risk, Credit Analysis, Internal Controls, Management, Finance, Analysis, Banking, Policy, Financial Services, Due Diligence, Operational Risk..., Operational Risk, Enterprise Risk..., Corporate Finance

Education
Northwood University   2012 — 2014
Bachelor of Business Administration (BBA), Management, 3.58

Ann-Marie Rainey-Tenner Ann-Marie Rainey-Tenner Arlington, Texas Details
Ann-Marie Rainey-Tenner's Newbold Advisors Experience January 2015 - Present
Job Private Contractor at Newbold Advisors for a Renowned National Oil and Gas Company
Industry Retail
Experience
Newbold Advisors   January 2015 - Present
Pathfinder Schlumberger  July 2013 - Present
RadioShack  August 2012 - July 2013
US Army  March 2001 - December 2008

Skills
Ability to troubleshoot..., Skilled in constructing..., Excellent soldering..., Always performing..., Experience in quality..., Proficient in working..., Expertise in working..., Strong oral and written..., Electronics, Customer Service, Inventory Management, Leadership, Testing, Security Clearance, Training, Coaching, Program Management, Logistics, Social Media, Team Building, DoD, Public Speaking, Troubleshooting, Microsoft Office, Employee Training, Social Networking, Automation, Team Leadership, Budgets

Education
DeVry University   2014 — 2015
Bachelor of Science (BS), Technical Management, 3.37

ITT Technical Institute   2010 — 2012
Associate of Science (A.S.), Computer Electronics Engineering Technology, 3.79

Alcorn State University   2005 — 2006
General Studies

Loy Norrix

Michael R Johnson Michael R Johnson Dallas/Fort Worth Area Details
Michael R Johnson's Newbold Advisors Experience January 2012 - February 2014
Job QA Analyst at Capital One
Industry Financial Services
Experience
Capital One  2015 - Present
Newbold Advisors   January 2012 - February 2014
Carlisle & Gallagher Consulting Group  May 2010 - November 2011
Liquidation Asset Partners   November 2009 - January 2010
Appstar Financial  October 2008 - August 2009
SNG Metroplex Financial   April 2006 - September 2008

Skills
Sales Management, Training, Banking, CRM, Recruiting, Team Building, Management Consulting, Mortgage Lending, Management, Strategy, Program Management, Leadership, Coaching, Human Resources, Forecasting, Call Centers, Analysis

Education
Amberton University   2015 — 2016
In progress, Master of Business Administration (MBA)

University of Phoenix   2013 — 2015
Bachelors of Science, Business Management, Business Administration, Management and Operations

Henderson State University   1991 — 1994
Business Management

Emmanuel Mwamba Emmanuel Mwamba Irving, Texas Details
Emmanuel Mwamba's Newbold Advisors Experience December 2014 - February 2015
Job Data Transfer Analyst at Ocwen Financial Corporation US
Industry Banking
Experience
Ocwen Financial Corporation - US  March 2015 - Present
Newbold Advisors   December 2014 - February 2015
RBS Citizens  June 2013 - December 2013
CMG Financial  October 2012 - June 2013
Newbold Advisors   2013 - 2013
Bank of America  June 2012 - October 2012
JPMorgan Chase & Co.   March 2012 - June 2012
Manual  December 2010 - March 2012
Metlife Bank  January 2010 - November 2010
Countrywide Plc  February 2007 - March 2009

Skills
Underwriting, Appraisals, Risk Analysis, Loan Origination, Legal Compliance, Foreclosures, Foreign Languages, Short Sales, Business Intelligence, Business Analytics, Network Security, Network Administration, CCNA, SQL, Oracle, SAS Programming, Java, Python, C++, Tax Returns, ASP.NET, jQuery, JavaScript, Project Management

Education
The University of Texas at Arlington   2012 — 2015
BS, Information Systems

Tarrant County College   2009 — 2012
Associate of Arts, Business Application

Stephen Haferman Stephen Haferman Greensboro/Winston-Salem, North Carolina Area Details
Stephen Haferman's Newbold Advisors Experience June 2011 - August 2013
Job SVP Director of Credit Risk Governance, Dealer Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  August 2013 - Present
Newbold Advisors   June 2011 - August 2013
Stephen Haferman - Consulting   June 2010 - May 2011
Triad Guaranty  July 2008 - May 2010
Triad Guaranty  April 2006 - June 2008
Cheryl & Co.   February 2003 - March 2006
American Electric Power  2001 - 2003
JPMorgan Chase  1992 - 2001
National City Bank  October 1988 - June 1992
Credit Management Associates   October 1983 - September 1988

Skills
Equities, Credit Risk, Risk Management, Financial Risk, Credit Scoring, Analytics, Leadership, Enterprise Risk..., Financial Services, Financial Modeling, Credit, Portfolio Management, Mortgage Lending, Credit Analysis, Management, Financial Analysis, Loans, Banking, Loan Origination, Underwriting, Credit Cards, Executive Management, Mergers & Acquisitions, Mortgage Banking, Consumer Lending, Finance

Education
The Ohio State University Fisher College of Business   1993 — 1994
MBA, Finance

Capital University   1988 — 1992
Business, Finance

Marilyn Degmetich Marilyn Degmetich Norfolk, Virginia Area Details
Marilyn Degmetich's Newbold Advisors Experience June 2011 - September 2011
Job Contractor/Consultant at New Oak Capital, Mela Capital, AMC, Stewart
Industry Financial Services
Experience
Marilyn Degmetich, Consultant   March 2013 - Present
JPMorgan Chase & Co.   March 2014 - June 2014
Smolen, Smolen & Roytman   August 2013 - April 2014
American Mortgage Consultants, Inc.   2014 - 2014
Solomon Edwards Group/Promontory Financial Group, LLC   December 2011 - January 2013
American Mortgage Consultants, Inc.   2010 - 2012
Wells Fargo Home Mortgage  December 2009 - October 2011
Newbold Advisors   June 2011 - September 2011
SVS  February 2009 - June 2010
Wells Fargo Home Mortgage/SVS   December 2008 - October 2009

Skills
Legal Research, Legal Writing, Underwriting, Mortgage Lending, Loans, Refinance, Appraisals, Credit Analysis, Credit, Mortgage Underwriting, Credit Risk, Mortgage Banking, Finance, Due Diligence, Securitization, VA loans, Risk Management, Banking, FHA, Loan Origination, Financial Risk, Real Estate, Loan Servicing, Funding, Investments, Valuation, Residential Mortgages, Commercial Banking, Portfolio Management, Fraud, Capital Markets, Analysis, Retail Banking, Mortgage Servicing, Asset, Risk Analysis, Loss Mitigation, Financial Analysis, Consumer Lending, Operational Risk, Financial Services, Default, Commercial Mortgages, Commercial Lending, FHA financing, Asset Management, USDA, Executive Management, Relationship Management, Operational Risk...

Education
University of Tulsa   2009 — 2010
Certificate, Paralegal Studies

University of Phoenix   2001 — 2003
Masters, Business Administration

Northeastern State University
Bachelor of Science (B.Sc.), Clinical Laboratory Science/Medical Technology/Technologist

University of Phoenix
Bachelor of Science (BS), Business Managment

Nakia Rubell Nakia Rubell Fort Worth, Texas Details
Nakia Rubell's Newbold Advisors Experience February 2012 - September 2014
Job Legal Services Professional
Industry Legal Services
Experience
Carlisle & Gallagher Consulting Group, Inc.   January 2015 - Present
Newbold Advisors   February 2012 - September 2014
United States Government  January 2013 - May 2013
Mathur Law Offices, P.C.   June 2007 - August 2010

Skills
Paralegals, Bankruptcy, Mortgage Banking, Civil Litigation, Entertainment Law, Legal Research, Litigation, Corporate Law, Real Estate, Commercial Litigation, Microsoft Office, Contract Negotiation, Legal Assistance, Legal Advice, Mediation, Legal Writing, Westlaw, Document Review, Trials, Legal Documents, Intellectual Property, Litigation Support, Criminal Law, Courts, Family Law, LexisNexis, Employment Law, Arbitration, Personal Injury, Due Diligence, Appeals, Document Drafting, Legal Issues, Pleadings, Wills, Dispute Resolution, Product Liability, Hearings, Trademarks, Contract Law, Administrative Law, Corporate Governance, Notary Public, Research, WordPerfect, Copyright Law, Medical Malpractice

Education
North Lake College   2010 — 2012
Mortgage Banking/Real Estate, Mortgage Banking/Real Estate

Arlington Career Institute   2006 — 2007
Paralegal Certificate, Legal Studies, General

Larry M. Jackson Larry M. Jackson West Bloomfield, Michigan Details
Larry M. Jackson's Newbold Advisors Experience May 2012 - December 2014
Job Chief Financial Officer at American Financial Resources
Industry Financial Services
Experience
American Financial Resources  December 2014 - Present
Newbold Advisors   May 2012 - December 2014
Weichert Financial Services  2007 - 2012
BearingPoint  March 2007 - December 2007
DeepGreen Financial  October 2005 - February 2007
Shore Financial Services  June 2002 - October 2005

Skills
Mortgage Banking, Capital Markets, Mortgage Servicing, Accounting, Finance, Management Consulting, Strategic Planning, Information Technology, Project Management

Education
St. Louis University   1987 — 1989
Master of Business Administration (MBA), Business/Managerial Economics, 4.0/4.0

Quincy University   1974 — 1978
Bachelor of Science (BS), Accounting

Jodie Brownd-Blancett Jodie Brownd-Blancett Dallas/Fort Worth Area Details
Jodie Brownd-Blancett's Newbold Advisors Experience April 2012 - June 2012
Job Author, Editor, Marketing Specialist and Social Media Professional
Industry Marketing and Advertising
Experience
Digital Marketing Agency   April 2015 - Present
Hannibal Books   February 2008 - February 2014
Newbold Advisors   April 2012 - June 2012
Carlisle & Gallagher Consulting Group  July 2010 - January 2012
Gucci  May 1998 - June 2001
Saks Fifth Avenue  July 1997 - July 1999

Skills
Public Speaking, Editing, Team Building, Research, Management, Sales, Training, Account Management, Management Consulting, Process Improvement, Strategic Planning, Coaching, Leadership, Marketing, Sales Management, Analysis, Recruiting, Marketing Strategy, Journalism, Quality Assurance, Social Networking, Marketing Communications, Public Relations, Photography, Software Documentation, Retail, Radio Broadcasting, Script Writing, Acting,..., Leadership Development, Interviews, Mentoring, National Account..., Social Media, Creative Strategy

Education
West Texas State University   1990 — 1991
Speech Communications

Odessa College   1991 — 1992
Speech Communications

Angelo State University   1992 — 1993
Speech Communications

Tarrant County College   1993 — 1995
Speech Communications

Michael Della Villa Michael Della Villa Albany, New York Area Details
Michael Della Villa's Newbold Advisors Experience January 2014 - March 2014
Job Managing Partner, Arista Strategy Group
Industry Information Technology and Services
Experience
Arista Strategy Group   May 2014 - Present
MDV Consulting   February 2013 - Present
Newbold Advisors   January 2014 - March 2014
Repeat Business Systems   February 2013 - March 2014
Rockit Science Solutions   June 2001 - February 2013
Fannie Mae  2007 - 2010
nfrastructure technologies  September 2004 - July 2007
Alltel Information Services  1994 - 2003
Fleet Services Corporation  1992 - 1994
GE Energy  1985 - 1992

Skills
Leadership, Business Process..., Management, Information Technology, Strategic Planning, Project Management, Program Management, Team Building, Change Management, Business Development, Strategy, Vendor Management, Cross-functional Team..., Business Analysis, Consulting, IT Service Management, Mergers & Acquisitions, Professional Services, Enterprise Software, Business Intelligence, Integration, SaaS, Cloud Computing, Business Process, IT Strategy, IT Management, Outsourcing, CRM, Project Portfolio..., Enterprise Architecture, Executive Management, Software Project..., PMO, SDLC

Education
Siena College   1981 — 1985
Bachelor of Science (B.S.), Mathematics and Computer Science

Patrick J Drimmer Patrick J Drimmer United States Details
Patrick J Drimmer's Newbold Advisors Experience December 2009 - May 2013
Job Managing Partner Business Management Consultant & Trusted Advisor
Industry Financial Services
Experience
Client Logic Advisors LLC   May 2013 - Present
Newbold Advisors   December 2009 - May 2013
HEART Financial Services  October 2007 - December 2009
NARS  March 2004 - October 2007
C3 - CustomerContactChannels LLC   January 2002 - January 2004
iSKY  September 1998 - September 2002
Office Depot, BSD  January 1998 - October 1998
APAC Customer Services  January 1996 - January 1998
Precision Response Corporation  April 1993 - October 1996

Skills
Change Management, Business Transformation, Leadership Development, Business Strategy, Strategy, Management, Program Management, Outsourcing, Operations Management, Project Management, Leadership, Business Development, Financial Services, Call Centers, Performance Management, Team Building, Mergers, CRM, Executive Management, Negotiation, Customer Experience, Customer Satisfaction, Risk Management, Business Analysis, Process Improvement, P&L Management, Mergers & Acquisitions, Coaching, Banking, Six Sigma, Training, Vendor Management, BPO, Analytics, Business Process..., Sales Management

Education
Ludwig-Maximilians Universität München   1986 — 1992
Masters, Economics

Barbara Walters, MHRM, PHR Barbara Walters, MHRM, PHR Tampa/St. Petersburg, Florida Area Details
Barbara Walters, MHRM, PHR's Newbold Advisors Experience October 2010 - April 2012
Job Human Resources Management Professional
Industry Human Resources
Experience
Leader's Casual Furniture  August 2015 - Present
Mangrove Software  July 2012 - September 2014
Newbold Advisors   October 2010 - April 2012
Access Healthcare LLC  January 2008 - July 2008
Luke Brothers Landscape Services   January 2006 - January 2008
Baby Buddies, Inc.   July 2003 - December 2005
Commercial Equipment Systems, Inc.   November 1996 - March 2003

Skills
Compensation, Employee Relations, Payroll, Performance Management, HRIS, Benefits Administration, Interviewing, Employee Engagement, Legal Compliance, HR Strategy, Employment Law, Onboarding, HR Policies, Conflict Resolution, Hiring, Personnel Management, Interviews, Employee Benefits, Deferred Compensation, Recruiting, Human Resources, Talent Acquisition, Talent Management, Management, Strategy, Applicant Tracking..., Workforce Planning, Organizational..., Employee Training, New Hire Orientations, College Recruiting

Education
Keller Graduate School of Management of DeVry University   2009 — 2010
MHRM, Master of Human Resources Management

Rasmussen College   2003 — 2007
B.S., Business Administration: Human Resources

Webster College   2003 — 2005
A.S., Computer Network Administration

Heather O'Neal Heather O'Neal Roanoke, Texas Details
Heather O'Neal's Newbold Advisors Experience December 2011 - November 2012
Job Mortgage Loan Closer/Funder
Industry Banking
Experience
First National Bank of Wichita Falls  June 2015 - Present
Le-Vel  June 2014 - Present
CMG Financial  April 2015 - June 2015
Wells Fargo Home Mortgage  July 2013 - April 2015
Newbold Advisors   December 2011 - November 2012
CoreLogic  November 2010 - December 2011
JPMorgan Chase  October 2009 - November 2010
HEB ISD  August 2008 - October 2009
Brink's, Incorporated   June 2007 - July 2008
First American Real Estate  November 2005 - May 2007

Skills
Credit, Mortgage Lending, Foreclosures, Analysis, Real Estate, Training, Teaching, Bankruptcy, Loss Mitigation, Accounting, Account Reconciliation, Technical Support, Payroll, Loans, Management, Finance, Leadership, Software Documentation, Customer Service

Education
University of Phoenix   2006 — 2008
Bachelor of Science, Business Management

Tarrant County College   1997 — 2003
Associate of Arts (A.A.), Information Technology and Personal Computer Support

Kantessa Bryant Kantessa Bryant Dallas/Fort Worth Area Details
Kantessa Bryant's Newbold Advisors Experience February 2013 - June 2013
Job Mortgage Servicing Team Lead at Bank of America
Industry Banking
Experience
Bank of America  June 2013 - Present
Newbold Advisors   February 2013 - June 2013
Newbold Advisors   August 2012 - February 2013
Destel   June 2010 - August 2012
The Neiman Marcus Group  October 2010 - January 2011
Mississippi Valley State University  August 2009 - December 2009
The Potter's House Church   June 2009 - August 2009
North Texas Fresh Professional Basketball Organization   May 2009 - August 2009

Skills
Press Releases, Public Relations, Customer Service, Microsoft Office, SharePoint, AS400 Administration, FNMA, FHLMC, Vendor Management, RESPA, Underwriting, Quality Assurance, Macro, EPP, ACH, Loan Servicing, Loan Officers, REO, Electronic Payment..., Mortgage Banking, Mortgage Servicing, Mortgage Compliance, Bank Reconciliation, Marketing, Social Media, Social Media Marketing, Financial Reporting, Reporting & Analysis, Team Leadership, Event Planning, Event Management, Advertising, Media Relations, Research, Microsoft Excel, Communication, Public Speaking

Education
Mississippi Valley State University   2007 — 2010
BA, Communications (PR)

George Ugege George Ugege Dallas/Fort Worth Area Details
George Ugege's Newbold Advisors Experience May 2012 - January 2013
Job george.ugege@gmail.com
Industry Financial Services
Experience
DCCCD  September 2013 - Present
Newbold Advisors   May 2012 - January 2013
Citi  January 2004 - February 2012

Skills
Short Sales, REO, Deed in Lieu, Foreclosures, CRM, Loan Servicing, Loans, Management, Recruiting, Selling, Banking, Credit, Customer Service, Negotiation

Education
The University of Texas at Arlington   2014 — 2016
Bachelor of Science (BSc), Computer Science in Engineering.

NorthLake College   2012 — 2014
Associate of Science (A.S.), Computer Science in Engr.

Tarrant County College   2000 — 2002
Cisco Computer Networking Associate, Computer Systems Networking and Telecommunications, 3.0

Crystal Schmitz Crystal Schmitz Dallas/Fort Worth Area Details
Crystal Schmitz's Newbold Advisors Experience February 2012 - January 2013
Job Systems Exception Analyst at Elevate
Industry Financial Services
Experience
Elevate  June 2014 - Present
Think Finance  November 2013 - June 2014
Colonial Savings  May 2013 - November 2013
Newbold Advisors   February 2012 - January 2013
Saxon Mortgage  September 2009 - February 2012
Saxon Mortgage  September 2007 - September 2009
Saxon Mortgage  June 2006 - August 2007
Saxon Mortgage  June 2005 - August 2005

Skills
Loans, Call Center, Mortgage Lending, Analysis, Loss Mitigation, Research, Escalation Resolution, Resolve Issues, Dispute Resolution, Payment Services, Procedure Development

Education
Tarrant County College   2006 — 2008
Business

Mortgage University

Rod Rodriguez Rod Rodriguez Dallas/Fort Worth Area Details
Rod Rodriguez's Newbold Advisors Experience October 2014 - December 2014
Job Wells FargoSeasoned SBA Business Acquisition and Real Estate Lender
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
Newbold Advisors   October 2014 - December 2014
Bank of America  August 2011 - October 2014
Fannie Mae  August 2009 - September 2011
Merchants Home Loan  September 2007 - August 2009
Nationstar Mortgage  October 1999 - July 2007
Wells Fargo Financial  1994 - 1999
First Virginia Bank  1993 - 1995

Skills
Team Building, Risk Management, Recruiting, Sales Management, Management, Foreclosures, Start-ups, Leadership, Sales, Budgets, Strategy, Marketing, Business Planning, Team Leadership, Call Center, Training, Negotiation, Process Improvement, Business Development, Change Management, Sales Process, Performance Management, Call Centers, Leadership Development, Coaching, Operations Management, New Business Development, Customer Service, Account Management, Team Management, Selling, Vendor Management, Financial Services, Relationship Management, Customer Retention, Banking, Business Analysis, Finance, Residential Mortgages, Consumer Lending, Portfolio Management, CRM, P&L Management, Executive Management

Education
George Mason University   1990 — 1994
B.S., Public Adminstration

Corey Artis Corey Artis Cedar Hill, Texas Details
Corey Artis's Newbold Advisors Experience August 2012 - October 2013
Job Sr. Recruiter, Talent Acquisition at Farmer Brothers
Industry Staffing and Recruiting
Experience
Farmer Brothers  August 2015 - Present
American Heart Association American Stroke Association  June 2014 - January 2015
Diamond Employment Solution   October 2013 - June 2014
Newbold Advisors   August 2012 - October 2013
Devcon Security  December 2011 - July 2012
DynCorp International  July 2011 - October 2011
MAGIC Workforce Solutions  February 2010 - June 2011
iPRO Staffing  October 2008 - October 2009
Allstate Insurance  January 2008 - March 2009
Office Team  2006 - 2008

Skills
Technical Recruiting, Recruitment/Retention, Employee Relations, Applicant Tracking..., Executive Search, Interviewing, Sourcing, Full-cycle Recruiting, Talent Management, Talent Acquisition, Onboarding, Internet Recruiting, Hiring, Benefits Administration, Contract Recruitment, College Recruiting, Candidate Screening, HRIS, Team Building, Screening, HR Policies, Benefits, Contract Negotiations, Customer Relations, PeopleSoft, Cold Calling, Administration, Employment Law, Vendor Management, Customer Service, Call Center, Employee Engagement, Contract Negotiation, Strategic Sourcing, Employee Benefits, Recruiting, Interviews, Networking, Screening Resumes, System Administration, Training, Resume Writing, Human Resources, Staffing Services, Temporary Staffing, Call Centers, Temporary Placement, SDLC, Employer Branding, Career Counseling

Education
Strayer University   2012 — 2014
Bachelor’s Degree, Human Resources Management/Personnel Administration, General

Kaplan University
Business, Human Resources Management

Herbert Gray Herbert Gray Dallas, Texas Details
Herbert Gray's Newbold Advisors Experience November 1997 - Present
Job Mortgage Professional Of Consulting, QA, Compliance, Underwriting & Servicing / Entertainment security floor management
Industry Financial Services
Experience
Newbold Advisors   November 1997 - Present
Absolute Body Art Studio & Lounge   February 2011 - July 2012
Marriott International  March 2010 - July 2010
Centex Homes  2000 - 2003

Skills
Process Improvement, Hotels, Budgets, Financial Reporting, Auditing, Accounting, Team Building, Training, Loss Mitigation, Forecasting, Mortgage Lending, Banking, Credit, Loans, Management, Microsoft Excel, Leadership, Mortgage Banking

Education
Cedar Valley College   1997 — 2003
Associate of Arts (AA), Communication, General

University of North Texas   1995 — 2001
Associate of Arts (AA), Interpersonal and Social Skills

Ashley Hett Ashley Hett Flower Mound, Texas Details
Ashley Hett's Newbold Advisors Experience November 2012 - Present
Job Human Resources Manager at Newbold Advisors
Industry Security and Investigations
Experience
Newbold Advisors   November 2012 - Present
Devcon Security  May 2010 - July 2012
Goodlite Products   August 1999 - January 2010
Mary Kay Inc  1993 - 2000
Mary Kay Inc.  February 1992 - June 1999

Skills
Applicant Tracking..., Employee Relations, Deferred Compensation, Benefits Administration, HRIS, College Recruiting, Employee Benefits, HR Policies, Recruiting, Talent Acquisition, Cold Calling, Conflict Resolution, Talent Management, Training, Screening, Staffing Services, Temporary Placement, Succession Planning, Call Centers, Internet Recruiting, Contract Recruitment

Education
Dallas Baptist University   2008 — 2012
Bachelor of Arts (B.A.), Communications

ATI Career Training Center-North Richland Hills

LaKisha Nealy LaKisha Nealy Greater Denver Area Details
LaKisha Nealy's Newbold Advisors Experience January 2009 - May 2012
Job Total Loss Claims Adjuster
Industry Insurance
Experience
Allstate  August 2015 - Present
Allstate  February 2014 - August 2015
US Small Business Administration  February 2013 - July 2013
Bank of America  May 2012 - December 2012
Newbold Advisors   January 2009 - May 2012
Centex Homes  2000 - 2006

Skills
Texas Claim Adjuster..., Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Loan Origination, Underwriting, Loans, Mortgage Servicing, Residential Mortgages, Credit, Risk Management, FHA

Education
North Lake College   2012 — 2013
Project Management Professional

Dallas Baptist University   1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General

Texas Southern University   1991 — 1994
Associate's degree, Business

David Coleman David Coleman Washington D.C. Metro Area Details
David Coleman's Newbold Advisors Experience November 2011 - December 2012
Job Managing Director, KPMG Mortgage & Consumer Lending Advisory
Industry Management Consulting
Experience
KPMG  December 2012 - Present
Newbold Advisors   November 2011 - December 2012
The Summit Point Group   January 2009 - November 2011
Fannie Mae  January 1986 - January 2009
Wiland Services  1984 - 1986
First Jersey Securities   1982 - 1984

Skills
Loan Origination, Underwriting, Loan Servicing, IT Strategy, Governance, Risk Management, Product Development, Strategic Planning, Risk Assessment, Account Management, Business Rules, Program Management, New Business Development, Enterprise Architecture, Product Management, Process Improvement, SOA, Team Leadership, Business Strategy, Team Building, Change Management, IT Management, Management Consulting, Technology Integration, Business Process..., Executive Management, Mortgage Banking, Mortgage Lending, Process Engineering, SDLC, Business Process, Business Analysis, Budgets, Financial Risk, Project Portfolio..., Strategy, Management, Business Development, Business Intelligence, Integration

Education
George Mason University   1976 — 1982
BS

Kathleen Keller Kathleen Keller Washington D.C. Metro Area Details
Kathleen Keller's Newbold Advisors Experience July 2014 - Present
Job Managing Director, Strategy and Compliance at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   July 2014 - Present
Newbold Advisors   June 2013 - June 2014
Fannie Mae  September 2011 - June 2013
FannieMae  January 2009 - September 2011
Fannie Mae  January 2005 - January 2009
Fannie Mae  January 2001 - January 2005
Fannie Mae  July 1993 - January 2001
The Nature Conservancy  June 1989 - June 1993

Skills
Change Management, Program Management, Business Analysis, Operational Risk..., User Acceptance Testing, Business Integration, Business Process Design, Business Process..., Data Analysis, Mortgage Banking, Business Process, PMO, Leadership, Project Management, Project Portfolio..., IT Strategy, Mortgage Lending, Strategy, SDLC, Management, Software Project..., Analysis, Business Process..., Financial Services, Banking, Executive Management, Portfolio Management, Enterprise Architecture, Finance, Six Sigma, Vendor Management, Enterprise Software, Integration, Business Strategy, Business Requirements, Business Transformation, Strategic Planning, Governance, Process Improvement, Requirements Gathering, PMP, Management Consulting, Project Planning, Mergers & Acquisitions

Education
Cornell University   1982 — 1986
Bachelor of Science (B.S.), Hotel Administration/Business Management

Cornell University
B.S., Hotel Administration

Pam Eddis-Klein Pam Eddis-Klein Dallas/Fort Worth Area Details
Pam Eddis-Klein's Newbold Advisors Experience April 2012 - September 2012
Job Project Manager at Integrated Risk Advisors
Industry Environmental Services
Experience
Integrated Risk Advisors   September 2012 - Present
Newbold Advisors   April 2012 - September 2012
Carlisle & Gallagher Consulting Group  September 2010 - January 2012
GaiaTech  September 2008 - May 2009
Countrywide Bank  October 2006 - August 2008
PCE SOLUTIONS   September 2002 - October 2006
EMG  March 1997 - March 1999
TALEM, Inc.   June 1994 - February 1995
Bonnet Resources Corporation   August 1991 - April 1994
Delta Environmental Consultants  June 1990 - August 1991

Skills
Sustainability, Environmental, Phase I, Asbestos, Environmental Compliance, UST Compliance, Training, Project Management, Client Management, Commercial Real Estate..., Regulatory Compliance, Technical Writing, Air Pollution Control

Education
Texas Christian University   2009 — 2010
Certificate, Environmental Sustainability

Penn State University
BS Environmental Resource Management, Environmental Science

Chris Reiman Chris Reiman Dallas/Fort Worth Area Details
Chris Reiman's Newbold Advisors Experience January 2013 - Present
Job Business Analyst at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   January 2013 - Present
Newbold Advisors   August 2012 - December 2012
Seminole High Performance Tennis Camps   August 2011 - July 2012
Gate Petroleum Company  June 2011 - July 2011

Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Statistics, Social Media, Customer Service, Data Analysis

Education
Southern Methodist University - Cox School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Florida State University - College of Business   2008 — 2012
Bachelor of Science (B.S.), Finance

Chad Moyer Chad Moyer Jacksonville, Florida Area Details
Chad Moyer's Newbold Advisors Experience November 2014 - Present
Job
Industry Staffing and Recruiting
Experience
Newbold Advisors   November 2014 - Present
Modis  April 2011 - November 2014
Modis Inc  October 2006 - April 2011
Modis  January 2005 - October 2006
computer Consulting Group/Modis   1999 - 2000

Skills
Management, Recruiting, Vendor Management, Technical Recruiting, Sales, Talent Acquisition, Applicant Tracking..., Leadership, Business Development, Sourcing

Education
Eastern Illinois University   1990 — 1996
BS

Bitburg American High School Germany

Anil D. Chaturvedi Anil D. Chaturvedi Washington D.C. Metro Area Details
Anil D. Chaturvedi's Newbold Advisors Experience 2012 - 2014
Job Adjunct Faculty at The University of Chicago
Industry Management Consulting
Experience
The University of Chicago  2015 - Present
Northwestern University  2014 - Present
Suman Inc.   2007 - Present
Newbold Advisors   2012 - 2014
Accenture  2006 - 2007
Capital One  2002 - 2006
Kraft Foods Group  1999 - 2002
AT&T  1990 - 1998
The Wharton School  January 1995 - May 1995
Rutgers Business School  1990 - 1992

Skills
Analytics, Segmentation, Predictive Modeling, Data Analysis, Business Analysis, Business Strategy, Marketing Strategy, Business Intelligence, Database Marketing, Customer Insight, Big Data, Business Analytics, Product Development, Marketing Analytics, Competitive Intelligence, Competitive Analysis, SaaS, Positioning, Strategy, Data Scientist, New Product Development, Brand Positioning, Product Management, Choice Modeling, Loyalty Management, Data Science, Machine Learning, Conjoint Analysis, Management Consulting, Market Research, Data Mining, Management, Direct Marketing, Marketing, Consulting, Leadership, Custoemr Insight, Business Insight

Education
Rutgers University   1999 — 2002
Ph.D

Indian Institute of Management, Ahmedabad   1983 — 1985
MBA

Osmania University   1979 — 1983
BE

LIttle Flower Junior College   1977 — 1979
High School

Little Flower High School   1973 — 1977
High School

Bob Spector Bob Spector Jacksonville, Florida Area Details
Bob Spector's Newbold Advisors Experience 2009 - August 2015
Job Senior Business and IT Executive
Industry Information Technology and Services
Experience
Spectrum Management Consulting   September 2009 - Present
Newbold Advisors   2009 - August 2015
Taylor Bean & Whitaker  July 2008 - September 2009
TransUnion  September 2005 - October 2006
First American Financial Corporation / CoreLogic   October 2003 - October 2005
Spectrum Management Consulting   October 2002 - October 2003
Dynamic Access Systems   June 2001 - October 2002
Black Knight Financial Services (fka CPI, ALLTEL, FNIS, LPS)   June 1981 - June 2001

Skills
Strategic Planning, Business Development, Mergers, Mortgage Lending, Business Analysis, Vendor Management, SDLC, CRM, Program Management, Business Intelligence, Project Management, Management Consulting, Product Management, Leadership, Strategy, Integration, Cross-functional Team..., Product Development, Problem Solving, Analysis, Business Process, Mortgage Banking, Risk Management, PMO, Process Improvement, Loans, Loan Origination, Enterprise Software, Change Management, Team Building, IT Strategy, Requirements Analysis, Business Strategy, New Business Development, Executive Management, Contract Negotiation, Due Diligence, Account Management, Sales Management, P&L Management, Negotiation, Business Process..., Budgets, Mortgage Servicing, Training, Banking, Start-ups, Mergers & Acquisitions, Financial Services, Finance

Education
Rider University   1978 — 1980
Bachelor of Liberal Arts, Writing

Daniel Starowicz, CMB Daniel Starowicz, CMB Sarasota, Florida Details
Daniel Starowicz, CMB's Newbold Advisors Experience September 2014 - Present
Job Mortgage Banking Consultant
Industry Financial Services
Experience
Newbold Advisors   September 2014 - Present
PricewaterhouseCoopers  October 2009 - August 2014
Scoman Financial LLC   June 2009 - October 2009
Prommis Solutions LLC  August 2007 - June 2009
RR Donnelley  October 2004 - July 2007

Skills
Loan Servicing, Mortgage Banking, New Business Development, Financial Services, Banking, Real Estate, Mortgage Servicing, Executive Management, Financial Analysis, Credit, Loan Origination, Portfolio Management, Loans, Finance, Mortgage Lending, Risk Management, Team Building, Credit Risk, Real Estate Economics, Due Diligence, Credit Analysis, Financial Risk, Vendor Management, Analysis, Process Improvement, Call Centers, Loss Mitigation

Education
Binghamton University - School of Management
B.S., Accounting

Genesee Community College
A.A.S., Data Processing/Programming

Genesee Community College
A.A.S., Accounting

University of Dayton
MBA, Business

Jim Horne, CMT Jim Horne, CMT Washington D.C. Metro Area Details
Jim Horne, CMT's Newbold Advisors Experience September 2013 - September 2014
Job Vice President, Enterprise Portfolio Execution at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  September 2014 - Present
Newbold Advisors   September 2013 - September 2014
RiskSpan  March 2012 - September 2013
Fannie Mae  May 2005 - March 2012
BearingPoint  2003 - 2005
Wave Systems  2001 - 2003
Mortgage Bankers Association  1997 - 2001
Mortgage Dynamics  1996 - 1997
Union Financial Corp.   1993 - 1995
Gallagher Financial Systems  1992 - 1994

Skills
Certified Mortgage..., Process Engineering, Program Management, Business Requirements, Strategy Development, Mortgage Lending, Strategy, Data Analysis, Mergers & Acquisitions, Finance, Financial Services, Banking, Business Analysis, Portfolio Management, Risk Management, Capital Markets, Valuation, Enterprise Software, IT Strategy, Analysis

Education
American University - Kogod School of Business   1989 — 1991
MBA, Real Estate Finance

James Madison University   1984 — 1988
BS, Sociology

Atholton High School   1983 — 1985

Amy Summers Creason, CMB Amy Summers Creason, CMB Richmond, Virginia Area Details
Amy Summers Creason, CMB's Newbold Advisors Experience July 2014 - Present
Job Senior Director at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   July 2014 - Present
Newbold Advisors   July 2012 - June 2014
SunTrust Bank  August 2010 - April 2012
SunTrust Mortgage  March 2007 - August 2010
SunTrust Mortgage  August 2001 - March 2007
Fleet Mortgage, Inc.   March 1994 - August 2001

Skills
Risk Management, Capital Markets, Credit Risk, Mortgage Lending, Analysis, Banking, Credit, Mortgage Banking, Loans, Structured Finance, Securitization, Investment Banking, Finance, Strategy, Valuation, Strategic Planning, Loan Servicing, Loss Mitigation, Negotiation, Residential Mortgages, Hedging, MBS, Financial Services, Mortgage Servicing, Trading, Interest Rate Risk..., Portfolio Management, Due Diligence, Project Management, Credit Analysis, Market Risk, Consumer Lending, RMBS, Consulting, Counterparty Risk..., Investor Relations, Operational Risk..., Governance, Business Strategy, Contract Negotiation, Model Validation, Business Writing, Business Relationship..., Team Leadership, Operations Management, Pricing, Risk, Financial Risk, Underwriting, Loan Origination

Education
University of South Carolina - Darla Moore School of Business   1995 — 1998
Masters, Business Administration

College of Charleston   1989 — 1993
Bachelor of Science, Business Major, Economics Minor

Chapin High   1986 — 1987

Terrance Phillips Terrance Phillips Dallas/Fort Worth Area Details
Terrance Phillips's Newbold Advisors Experience July 2013 - November 2013
Job Managing Member, Fudyonis Enterprises, LLC
Industry Real Estate
Experience
Newbold Advisors   July 2013 - November 2013
CoreLogic  April 2013 - June 2013
Newbold Advisors   February 2012 - January 2013
Fudyonis Enterprises, LLC   January 2007 - February 2012
DCU General Contractors   December 2010 - August 2011
Square One Property Solutions   February 2007 - August 2010
The N Crowd Marketing & Promotion Company   1998 - 2010
Capital Investments  August 2003 - February 2007
PDMS Design Group  December 2000 - May 2003

Skills
Investment Properties, Customer Service, Microsoft Office, Construction Management, Management, Real Estate, New Business Development, Loans, Mortgage Underwriting, Calyx Point, Purchase Money, LTV, Hard Money, Short Sales, REO, Bank-owned Properties, Fixer Uppers, Creative Real Estate..., Rehabbing, Home Retention, LPS Desktop, AS400 system, SharePoint, LAMP, Construction Document..., Code Interpretation, Building Code Research, Pre-Design, AutoCAD, Credit Analysis, Marketing, Mortgage Lending, Commercial Real Estate, Finance, Leadership, Analysis, Project Management, Foreclosures, Sales, Public Speaking

Education
Prairie View A&M University   1995 — 2000
B. ARCH, Architecture

Bill Banick, CSM Bill Banick, CSM Washington D.C. Metro Area Details
Bill Banick, CSM's Newbold Advisors Experience January 2012 - January 2013
Job IT Project Manager at RapidAdvance
Industry Financial Services
Experience
RapidAdvance  March 2015 - Present
Unissant  March 2013 - February 2015
Newbold Advisors   January 2012 - January 2013
Fannie Mae  February 2009 - November 2011
Fannie Mae  January 2008 - February 2009
Fannie Mae  October 2005 - January 2008
Fannie Mae  January 2004 - October 2005
Fannie Mae  July 2001 - January 2004
Fannie Mae  June 1997 - July 2001
Fannie Mae  July 1995 - June 1997

Skills
Budgets, Autosys, Risk Assessment, Due Diligence, Mortgage Lending, Integration, Oracle, Enterprise Software, ITIL, Strategy, Enterprise Architecture, Disaster Recovery, Governance, Data Center, Management, Leadership, Team Leadership, Testing, Databases, SDLC

Education
University of Notre Dame   1975 — 1979
B.S., Preprofessional

George Mason University
B.S., Electrical Engineering

University of Maryland University College
B.S., Computer Science

Edward Hlavach Edward Hlavach Greater New York City Area Details
Edward Hlavach's Newbold Advisors Experience February 2012 - March 2013
Job Audit,Compliance and Risk Management Executive
Industry Financial Services
Experience
Experis  April 2015 - Present
Guggenheim Partners  April 2013 - March 2015
Edward a Hlavach, CPA   January 1990 - June 2013
Newbold Advisors   February 2012 - March 2013
Freddie Mac  April 2009 - February 2012
ICMA-RC  2008 - 2008
DOW JONES & COMPANY, INC   2004 - 2008
Jackson Township, NJ   January 1999 - December 2006
TD Waterhouse Investor Services  October 1999 - September 2004
depository trust company  1989 - 1999

Skills
Leadership, Process Improvement, Risk Management, Accounting, Management Consulting, Banking, Financial Services, Portfolio Management, Executive Management, Internal Audit, Finance, Enterprise Risk..., Mergers & Acquisitions, Business Process..., Due Diligence, Quality Assurance, Auditing, Financial Modeling, Financial Risk, Business Analysis, Financial Analysis, Internal Controls

Education
Montclair State University   1983 — 1987

Cooper Deford Cooper Deford Greater Boston Area Details
Cooper Deford's Newbold Advisors Experience April 2015 - Present
Job Capital Markets / Secondary Marketing Consultant at Newbold Advisors
Industry Management Consulting
Experience
Newbold Advisors   April 2015 - Present
Embrace Home Loans  March 2010 - April 2015
Secondary Solutions LLC   August 2005 - March 2010
HomeVest Mortgage  March 2002 - August 2005
NAMEX   May 1992 - February 2002
Fannie Mae  August 1988 - April 1992

Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Credit, Financial Analysis, Refinance, Residential Mortgages, Strategic Planning, USDA, Credit Analysis, Secondary Mortgage..., Capital Markets, Trading, Loan Origination, VA Loans

Education
Boston University   1978 — 1982
Bachelor of Arts (BA), Political Science

Mario Brathwaite, MBA, PMP Mario Brathwaite, MBA, PMP Washington D.C. Metro Area Details
Mario Brathwaite, MBA, PMP's Newbold Advisors Experience November 2014 - Present
Job Management Consultant at Newbold Advisors
Industry Information Technology and Services
Experience
Newbold Advisors   November 2014 - Present
Amazon Web Services  February 2012 - November 2014
Simplexity  January 2009 - December 2011
Fannie Mae  November 2003 - January 2009
Verisign / NetworkSolutions   2001 - 2003
AOL  November 1999 - January 2001
Fannie Mae  July 1992 - November 1999

Skills
Process Improvement, Cross-functional..., SDLC, IT Management, Software Project..., PMO, Requirements Gathering, Agile Methodologies, Vendor Management, Scrum, PMP, Requirements Analysis, Enterprise Architecture, SOA, Program Management, Data Center, Management, Project Planning

Education
George Mason University   1994 — 1996
MBA, Finance

State University of New York College at Old Westbury   1982 — 1988
BS, Computer Science

Doug Ficca Doug Ficca Greater Denver Area Details
Doug Ficca's Newbold Advisors Experience 2013 - 2014
Job Experienced Project Executive | PMO Manager | Change Management | Lending Systems Specialist
Industry Financial Services
Experience
Black Knight Financial Services (Formerly LPS)   2014 - Present
Newbold Advisors   2013 - 2014
Aurora Bank FSB (Now Aurora Commercial Corp)   2011 - 2013
Aurora Bank FSB (Now Aurora Commecial Corp)   2005 - 2011
Stonecreek Funding Corp   2004 - 2005
HomeAmerican Mortgage Corp (Richmond American Homes)   1999 - 2004
Guaranty Residential Lending (was Temple-Inland Mortgage)   1996 - 1999

Skills
Financial Analysis, Budgets, Forecasting, Vendor Management, Risk Management, Mortgage Lending, Process Improvement, Business Analysis, Change Management, Project Management, SDLC, Program Management, Banking, Business Process..., Portfolio Management, User Acceptance Testing, Underwriting, Loan Origination, Leadership, Team Building, Contract Negotiation, Mortgage Banking, Credit, Management, Loan Servicing, Business Requirements, Call Centers, Testing, Executive Management, PMO, Sales, Project Portfolio..., Management Consulting, Team Management, PMP, Business Process, Financial Services, Business Intelligence, Requirements Gathering, Visio, Analysis, Software Project..., MS Project, IT Management, IT Strategy, Integration, Requirements Analysis, CRM, Governance, Business Process...

Education
Colorado State University
Bachelor of Science (B.S.), Business Administration - Information Systems

Sigmund Daniels Sigmund Daniels Dallas/Fort Worth Area Details
Sigmund Daniels's Newbold Advisors Experience February 2012 - Present
Job Foreclosure Review at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   February 2012 - Present
Carlisle & Gallagher Consulting Group  August 2010 - January 2012
TD Ameritrade  November 2005 - January 2009
Southwest Securities  August 2000 - December 2002

Skills
Consultative Selling, Sales Management

Education
West Texas A&M University   1985 — 1987
Bachelors of Arts, Finance

Amarillo College   1983 — 1985

Bob Cope Bob Cope United States Details
Bob Cope's Newbold Advisors Experience August 2011 - Present
Job Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   August 2011 - Present
Freddie Mac  December 2009 - August 2011
Freddie Mac  October 2000 - November 2009
Freddie Mac  September 1992 - September 2000
Freddie Mac  June 1991 - August 1992
Freddie Mac  December 1987 - May 1991
Freddie Mac  August 1986 - November 1987
Freddie Mac  September 1985 - August 1986
The Acacia Group  April 1984 - September 1985
GTE Business Communications Systems   August 1983 - April 1984

Skills
Risk Management, Mortgage, Operational Risk, Internal Controls, Credit Risk, Mortgage Banking, Fraud Investigations, Risk, Operational Risk..., Financial Risk, Mortgage Lending, Loans, Auditing, Fraud, Internal Audit, Risk Assessment, Financial Services, Analysis

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1986 — 1990
MBA, Finance

James Madison University - College of Business   1977 — 1981
B.B.A, Accounting

Joe Hillery Joe Hillery Orlando, Florida Area Details
Joe Hillery's Newbold Advisors Experience May 2014 - Present
Job Mortgage Industry Consultant with Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   May 2014 - Present
Newbold Advisors   July 2013 - April 2014
Currently Available  February 2013 - June 2013
Altisource (formerly an Ocwen business unit)   December 2009 - February 2013
Ocwen and Altisource   1993 - 2013
Ocwen  2001 - December 2009
Ocwen  1993 - 2008
ocwen  2001 - 2005
Ocwen  2001 - 2004
Ocwen  2001 - 2004

Skills
REO, Foreclosures, Mortgage Lending, Leadership, Real Estate, Loan Servicing, Mortgage Banking, Asset Managment, Loan Origination, Loans, Portfolio Management, Residential Mortgages, Asset Management, Short Sales, Risk Management, Loss Mitigation, Real Estate Transactions, Finance, Commercial Mortgages, FHA, HUD, Real Estate Financing, Real Estate Development, Financial Services, Real Estate Economics, Underwriting, Selling, Disposition, Credit, Property, Sellers, Residential Homes, Mortgage Servicing, Commercial Real Estate, Property Management, Banking, Asset, Default, First Time Home Buyers, Valuation, Appraisals, Investment Properties, Financial Analysis, Loan Modifications, Bankruptcy, Due Diligence, Executive Management, Investors, Credit Analysis, BPO

Education
Canisius College   1976 — 1980
MBA 1991 /BS 1980, Accounting / Finance

Bishop Timon   1972 — 1976
Undergrad, general

Timon   1972 — 1976
Undergrad, general

Greg Jordan Sr. Greg Jordan Sr. Orange County, California Area Details
Greg Jordan Sr.'s Newbold Advisors Experience January 2011 - July 2013
Job Seasoned Professional Management Compliance Internal Audit Credit Risk Loss Mitigation Banking (AML/BSA)
Industry Financial Services
Experience
Robert Half Management Resources  July 2013 - Present
Greg Jordan Financial   January 2010 - Present
Newbold Advisors   January 2011 - July 2013
Bank of America  March 2011 - January 2013
Bank of America  March 2011 - January 2013
National Urban Renewal   June 2004 - November 2010
Elite Group International   June 2004 - November 2010
JPMorgan Chase  2010 - 2010
Risk Management Group  2006 - 2010
ACC Capital Holdings  2004 - 2006

Skills
Credit, Credit Risk, Credit Analysis, Underwriting, Financial Analysis, Residential Mortgages, Operational Risk..., Consumer Lending, Financial Services, Real Estate, Enterprise Risk..., Refinance, Operational Risk, Mortgage Underwriting, Loan Servicing, Funding, Finance, Relationship Management, Financial Risk, Insurance, Investment Properties, Mortgage Lending, Asset Managment, Real Estate Transactions, Due Diligence, Loan Origination, Mortgage Banking, Mortgage Servicing, Risk Management, Loss Mitigation, Commercial Lending, FHA, Residential Homes, Asset Management, Investments, Internal Audit, Valuation, Portfolio Management, Process Improvement, Auditing, Executive Management, Management, Training, Capital Markets, Fraud, Internal Controls

Education
California State University-Northridge   1978 — 1980

California State University-Long Beach   1977 — 1978

St. Stephens
MBA, Business

Malissa Radonovich Malissa Radonovich Washington D.C. Metro Area Details
Malissa Radonovich's Newbold Advisors Experience June 2014 - Present
Job Senior Consultant at ISGN
Industry Financial Services
Experience
ISGN  September 2015 - Present
Newbold Advisors   June 2014 - Present
Black Knight Financial Services - Formerly Lender Processing Services   August 2011 - April 2014
Freddie Mac  February 2011 - September 2011
Freddie Mac  July 2009 - July 2011
E*TRADE Financial  November 2008 - May 2009
Citicorp Mortgage  September 2000 - September 2008
Northwest Mortgage Group  January 1993 - April 2000

Skills
Finance, Process Improvement, Financial Risk, Management, Forecasting, Financial Analysis, Strategy, Mortgage Lending, Mortgage Servicing, Financial Services, Investments, Mergers & Acquisitions, Program Management, Loan Origination, Credit Risk, Cash Management, Budgets, Training, Project Management, Human Resources, Policy, Credit Analysis, Business Process, Due Diligence, Strategic Planning, Valuation, Coaching, Team Building, Strategic Financial..., Underwriting, Analysis, Mortgage Banking, Vendor Management, Executive Management, Residential Mortgages, Relationship Management, Insurance, Operational Risk..., Business Process..., Capital Markets, Asset Management, Financial Modeling, Lean Six Sigma, Call Centers, Credit Cards, Retail Banking

Education
Frederick Community College   2000 — 2009
Business/Banking

Annette Wieland Annette Wieland Greater Denver Area Details
Annette Wieland's Newbold Advisors Experience August 2012 - July 2013
Job Director, Operational Services Compliance/Legal at Western Union
Industry Financial Services
Experience
Western Union  September 2014 - Present
Experis  July 2013 - September 2014
Newbold Advisors   August 2012 - July 2013
Aurora Bank FSB  January 2010 - April 2012
Aurora Bank FSB fka Lehman Brothers Bank   2007 - 2010
Citi  2004 - 2007
Americo Financial Life and Annuity  1998 - 2004
GE Capital  1994 - 1998

Skills
Six Sigma, MS Office Suite, Visio, Auditing, Process Improvement, Process Mapping, Risk Assessment, Risk Mitigation, Fraud, Change Management, FDCPA, FCRA, FACTA, Bank Secrecy Act, Collections, Vendor Management, Risk Management, Financial Services, Loans, Training, Loan Servicing

Education
Clarion University of Pennsylvania
Business Administration and Management, General

John G. Monaghan John G. Monaghan Miami/Fort Lauderdale Area Details
John G. Monaghan's Newbold Advisors Experience September 2011 - Present
Job Servicing Oversight Leader/Mortgage Risk/Compliance Advisor
Industry Banking
Experience
Newbold Advisors   September 2011 - Present
RiskSpan  February 2010 - September 2011
Wells Fargo Bank  February 2008 - December 2008
UBS  January 2007 - December 2007
American Home Mortgage  November 2006 - February 2007
Morgan Stanley  January 2003 - November 2006
Goldman Sachs  March 2001 - September 2002

Skills
Executive Management, Leadership, Loss Mitigation, Process Improvement, Portfolio Management, Servicing, Loan Servicing, Residential Mortgages, Credit, Vendor Management, Mortgage Banking, Credit Risk, Due Diligence, Mortgage, Business Process..., Negotiation, Management Consulting, Securitization, Risk Management, REO, Valuation, Capital Markets, Compliance, Change Management, Finance, Financial Risk, Strategy, Management, CRM, Program Management, Mortgage Lending, Financial Services, Fixed Income, Banking, Loans, Mortgage Servicing, Asset Management, Credit Analysis, Contract Negotiation

Education
Barry University   1986 — 1989
BS, BPS

Broward College   1982 — 1984
AA

Laura Lucas, MBA Laura Lucas, MBA Greater Philadelphia Area Details
Laura Lucas, MBA's Newbold Advisors Experience January 2012 - December 2012
Job Senior Vice President at Selene Finance
Industry Financial Services
Experience
Selene Finance LP  June 2014 - Present
Chestnut Hill Community Association   2012 - 2014
Freedom Mortgage  January 2013 - August 2013
Newbold Advisors   January 2012 - December 2012
PHH Mortgage  October 2010 - November 2011
Newbold Advisors   May 2010 - September 2010
GMAC ResCap  January 2009 - March 2010
GMAC ResCap  January 2007 - January 2009
GMAC ResCap  November 2005 - December 2006
GMAC Mortgage  May 2005 - November 2005

Skills
Process Improvement, Performance Metrics, Underwriting, Vendor Management, Offshoring, Mortgage Banking, Risk Management, Loan Servicing, Mortgage Lending, Mortgage Servicing, Business Process..., Financial Analysis, Executive Management, Financial Services, Operations Management, Change Management, Strategic Planning, Project Management, Default, Management Consulting, Mortgage Underwriting, Team Building, Business Process, Loss Mitigation, Due Diligence

Education
Villanova University   2000 — 2004
MBA, Finance

Miami University   1987 — 1991
BA, Journalism, Diplomacy & Foreign Affairs

Calvert High School   1983 — 1987
Diploma, College Prep

Christa Wiebelt, PHR Christa Wiebelt, PHR Columbia, South Carolina Area Details
Christa Wiebelt, PHR's Newbold Advisors Experience October 2010 - March 2012
Job HR Manager Strategic Business Partner
Industry Human Resources
Experience
SC Department of Health and Human Services  November 2014 - Present
First Citizens Bank and Trust Company, Inc.   August 2013 - October 2014
CompuGroup Medical USA  March 2012 - August 2013
Newbold Advisors   October 2010 - March 2012
OneWest Bank  April 2009 - April 2010
Indymac Bank  January 2005 - March 2009
Hibernia National Bank  November 1999 - August 2004
AWC  November 1998 - August 1999
United Companies Financial Corporation  August 1997 - November 1998

Skills
Human Resources, Recruiting, Employee Relations, Talent Acquisition, Employee Benefits, Training, Interviews, Personnel Management, Deferred Compensation, HR Policies, Leadership, New Hire Orientations, Banking, Payroll, Change Management, Management, Strategic Planning, Vendor Management, Team Building, Workforce Planning, Mortgage Lending, Customer Service, Hiring, Onboarding, Performance Management, Applicant Tracking..., College Recruiting, Benefits Administration, Employee Engagement, Internet Recruiting, Sourcing, Screening, Contract Recruitment, Job Descriptions, FMLA, Compensation, Temporary Placement, Talent Management, Succession Planning, Technical Recruiting, Staffing Services, Policy, Coaching, Forecasting, Organizational..., Executive Search, Leadership Development, Process Improvement, Temporary Staffing, Resume Writing

Education
Excelsior College
MBA - currently pursuing, MBA

Richard Anderl Richard Anderl Dallas, Texas Details
Richard Anderl's Newbold Advisors Experience April 2012 - December 2013
Job Senior Manager Financial Services Advisory at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  January 2014 - Present
Newbold Advisors   April 2012 - December 2013
Fannie Mae  November 2011 - April 2012
Capital One  December 2010 - November 2011
Capital One  February 2009 - December 2010
Capital One  April 2007 - February 2009
Capital One  June 2005 - April 2007

Skills
Process Improvement, Financial Management, Financial Modeling, Credit, Credit Cards, Small Business Lending, Financial Analysis, Portfolio Management, Banking Operations, Credit Risk, Loss Mitigation, Financial Planning, Hyperion, Essbase, Lean Sigma, Mortgage Lending, Process Engineering, Credit Analysis, Commercial Banking, Banking, Risk Management, Retail Banking, Risk, Financial Reporting, Cash Flow, Business Process..., Forecasting, Business Analysis, Risk Mitigation, Acquisition Integration, Financial Forecasting, Leadership, Six Sigma, Management

Education
University of Richmond   1996 — 1998
MBA

James Madison University   1988 — 1992
BBA, Finance

Katherine Olliff Gooding Katherine Olliff Gooding Jacksonville, Florida Details
Katherine Olliff Gooding's Newbold Advisors Experience 2007 - 2009
Job MSN, ARNP, FNPC
Industry Hospital & Health Care
Experience
Baptist Health  November 2010 - Present
Newbold Advisors   2007 - 2009
Requisite Technology  2001 - 2002
Sykes Enterprises, Inc.   2000 - 2001
University of Colorado  1999 - 2001

Skills
ACLS, BLS, EHR, CCRN, Healthcare, Pediatrics, Clinical Research, Medicine, Surgery, EMR, Medication..., Hospitals, Management, Healthcare Management

Education
Jacksonville University   2013 — 2015
MSN, Family Nurse Practitioner, 4.0

University of Colorado Boulder   1994 — 2000
BA, MA, German Literature

Kathleen Vasterling Kathleen Vasterling Tampa/St. Petersburg, Florida Area Details
Kathleen Vasterling's Newbold Advisors Experience 2008 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
NewBold Advisors   2008 - Present

Skills
Risk Management, Mortgage Servicing, Mortgage Banking, Loan Servicing, Mortgage Lending, Financial Analysis, Process Improvement, Accounting, Loans

Education
St. Edward's University   1998 — 2002
MBA, Accounting

Chianti Whiteside Chianti Whiteside Fort Worth, Texas Details
Chianti Whiteside's Newbold Advisors Experience June 2015 - Present
Job BK APOC REFERRAL QUALITY ASSURANCE ANALYST at Newbold Advisors
Industry Banking
Experience
Newbold Advisors   June 2015 - Present
Nissan Motor Corporation  October 2014 - June 2015
Newbold Advisors   August 2011 - September 2014
Saxon Mortgage  April 2007 - August 2011
Triad Financial SM LLC  August 2006 - April 2007
HCA  June 2001 - August 2006
Osteopathic Medical Center  May 1995 - March 2002

Skills
Loss Mitigation, Mortgage Banking, Default, Mortgage Lending, Credit, Portfolio Management, Loans, Mortgage Servicing, Finance, Foreclosures, HAMP, Loan Servicing, Loan Modifications, Credit Analysis, FHA, Customer Service, Loan Origination, Microsoft Excel, PowerPoint, Microsoft Word, Mortgage Underwriting, Residential Mortgages, Microsoft Office, Analysis, Business Analysis, LPS, RESPA, Call Center, LPS Desktop, FHLMC, FNMA, Outlook, 10 Key, Negotiation, FDCPA, Insurance, Bankruptcy, Underwriting, Compliance, Remediation, Quality Assurance, Short Sales, Property, Consumer Lending, Asset Management, Credit Risk, PeopleSoft, MSP, Processors, Funding

Education
Tarrant County College   2013 — 2015
Associate of Science (AS), Applied Science

Polytechnic High School   1994 — 1998
High School Diploma, General Studies

LaShanda LeFlore LaShanda LeFlore Dallas/Fort Worth Area Details
LaShanda LeFlore's Newbold Advisors Experience October 2011 - January 2012
Job Independent Business Owner
Industry Health, Wellness and Fitness
Experience
Pacific Union Financial, LLC  August 2013 - Present
Randstad  January 2012 - July 2013
Newbold Advisors   October 2011 - January 2012
JPMorgan Chase Bank  November 2009 - October 2011
Fidelity National Information Services2006-2009   May 2006 - November 2009
Spherion2005-2006   December 2005 - May 2006
Kelly Services2005-2005   August 2005 - December 2005
Trustmark Bank  September 2004 - May 2005
Honeywell  January 2000 - May 2004

Skills
•Microsoft Office..., •Quickbooks,..., •Fidelity MSP, Agent..., Computers, •LAMP, LMP, iPortal,..., •Working knowledge of..., •Billing, Bookkeeping,..., •Customer Service,..., •Help desk support,..., Software and Hardware..., Time Management, Software Documentation, Analysis, Process Improvement, Training, Change Management, Insurance, Accounting, Credit, Finance, Loans, Underwriting, Mortgage Lending, Financial Risk

Education
Cardinal Stritch University   2006 — 2009
Degree: Bachelor of Science, Business Management and Administration

ITT Technical Institute   1999 — 2001
Degree: Associate of Applied Science, Computer Network System Technology

Rufus King

Rufus King

Misty Dill-Sheffield Misty Dill-Sheffield Fort Worth, Texas Details
Misty Dill-Sheffield's Newbold Advisors Experience April 2012 - May 2014
Job Associate Attorney at Sul Lee PLLC
Industry Law Practice
Experience
Sul Lee PLLC   August 2015 - Present
Sheffield Law Group LLC   September 2013 - June 2015
Newbold Advisors   April 2012 - May 2014
LSI title agency  October 2011 - March 2012
Legal Hospice of Texas  May 2009 - February 2010
Dallas County Public Defender  2010 - 2010
352nd judicial district court   September 2008 - December 2009

Skills
Legal Research, Legal Writing, Westlaw, Litigation, Courts, Civil Litigation, Mediation, Commercial Litigation, Corporate Law

Education
Texas A&M University School of Law   2007 — 2011
J.D.

University of North Texas   2004 — 2005
Bachelor of Business Administration (B.B.A.), Real Estate

Tarrant County College   2003 — 2004
General Studies

High-Tech Institute-Dallas   2000 — 2001
Surgical Technology/Technologist

The University of Texas at Dallas   1998 — 2000
Biology, General

Lynn (K) Welborn Lynn (K) Welborn Hartford, Connecticut Area Details
Lynn (K) Welborn's Newbold Advisors Experience May 2014 - June 2014
Job Mortgage Banking Specialist| Business Analyst| Project Liaison| Mortgage Lending Origination Systems
Industry Financial Services
Experience
The GSB Group   October 2014 - Present
Newbold Advisors   May 2014 - June 2014
ISGN  January 2013 - December 2013
ISGN  April 2012 - January 2013
BNY Mellon  August 2010 - April 2012
ISGN  November 2009 - May 2010
Fiserv  April 2003 - November 2009
COCC  2002 - 2003
EY  1999 - 2000
Fleet Mortgage and PNC Mortgage   1995 - 1999

Skills
Mortgage Lending, Customer Service, Mortgage Servicing, Loan Origination, Project Management, Mortgage Banking, Financial Risk, Process Improvement, Mortgage System..., Team Leadership, Business Analysis, Underwriting, Risk Management, Service Delivery, Highly detail oriented, ISO 9001:2008, Quality Management, Software Documentation, Credit Risk, Leadership, Coaching, Business Liaison, Cross Sales, Liaison, Cross Selling, Banking, Loans, Credit

Education
University of North Carolina at Greensboro
Bachelor of Arts (BA), French Language Teacher Education

American University
Bachelor's degree, French Language Teacher Education

Bridget Uhl Bridget Uhl Dallas/Fort Worth Area Details
Bridget Uhl's Newbold Advisors Experience April 2014 - Present
Job Management Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   April 2014 - Present
Prospect Mortgage, LLC  March 2013 - March 2014
Newbold Advisors   May 2012 - January 2013
MetLife Home Loans  June 2010 - May 2012
The Odd Combination   March 2006 - August 2009
Aurora Loan Services  January 2005 - March 2006
CitiMortgage  January 2002 - January 2005
Unitrin  January 2000 - January 2002
Kolter Property Management   January 1998 - January 2000
AMRESCO Commercial Finance, LLC  January 1995 - January 1996

Skills
Report Writing, Reporting & Analysis, Executive Reporting, Financial Reporting, Report Generation, Business Analysis, Business Planning, Business Management, Process Flow, Flow Charts, Process Development, Process Management, Business Process, Financial Analysis, Goal Oriented, Research, Data Analysis, Attitude, Fast Learning, Performance Analysis, Performance Metrics, Strategic Planning, Business Strategy, Strategic Analysis, Payroll Processing, Loan Origination, Mortgage Industry, Internet Research, Spreadsheets, Spreadsheet Design, Shipping/receiving, Training & Development, Staff Training, Property Management, Detail Orientation, Software Proficiency, Analysis, Intelligence, Workflow, Workflow Analysis, Workflow Design, Workflow Solutions, Web Design, Website Development, Windows, Budgeting, Customer Relations, Excel, E-commerce, Budgets

Education
Richland College   1994 — 1995
Musical Therapy

April Sims April Sims Dallas/Fort Worth Area Details
April Sims's Newbold Advisors Experience October 2011 - January 2013
Job Computer Science Major
Industry Financial Services
Experience
Solutionstar Settlement Services LLC   May 2013 - October 2014
Newbold Advisors   October 2011 - January 2013
Fannie Mae  October 2010 - August 2011
Saxon Mortgage  July 2009 - October 2010
Saxon Mortgage  August 2007 - July 2009
CitiMortgage:Sears Commercial Credit   July 2002 - February 2005

Skills
Loss Mitigation, Loan Servicing, Loans, Underwriting, Executive Management, Analysis, Banking, Credit, Finance, Foreclosures, Financial Services, Mortgage Banking, Mortgage Lending, Portfolio Management, REO, Recruiting, Team Building, Management

Education
Tarrant County College   2015 — 2015
Computer Programming, Specific Applications

Kaplan University Online   2009 — 2013
Bachelors, Information Technology

Margaret Donohoo Margaret Donohoo Dallas/Fort Worth Area Details
Margaret Donohoo's Newbold Advisors Experience January 2012 - January 2014
Job Case Underwriting Legal Expert at NewOak
Industry Telecommunications
Experience
NewOak  June 2015 - Present
Chase  January 2014 - August 2015
Newbold Advisors   January 2012 - January 2014
CoreLogic  January 2012 - December 2012
Amerisource Bergen  January 2011 - December 2011
LOWER MORTGAGE PAYMENT CORPORATION   January 2006 - July 2011
Capital One  June 2004 - September 2009

Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Management, Global Regulatory..., Real Estate Financing, Compliance, RESPA, Quality Auditing, Operations Management, Due Diligence, Quality Assurance, Auditing, FHA financing, FHLMC, FNMA, Bankruptcy, Training, Mortgage Underwriting, Automated Underwriting..., Relationship Management, Funding, Procurement, Processing, Mortgage Lending, Loan Origination, Loan Officers, Loss Mitigation, Remediation, Loans, Credit, Loan Servicing, Banking, FHA, Underwriting

Education
Ashford University
Human Resources Management/Personnel Administration, General

Monique Sampson Monique Sampson Dallas/Fort Worth Area Details
Monique Sampson's Newbold Advisors Experience October 2011 - September 2014
Job Underwriter
Industry Banking
Experience
Recovco Mortgage Management  February 2015 - Present
Newbold Advisors   October 2011 - September 2014
American Home Mortgage Servicing  January 2009 - February 2010
Saxon Mortgage  June 2006 - December 2009

Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Change Management, Retail Banking, Portfolio Management, Microsoft Word, PowerPoint, Credit Risk, Business Strategy, Credit Analysis, Commercial Banking, Default, Due Diligence, Loan Origination, Loss Mitigation, Mortgage Banking, Mortgage Lending

Education
Paul Quinn College   2001 — 2005
Bachelors, Business Administration and Management, General

Tarrant County College
Project Management

Arthur Schwartz Arthur Schwartz Greater Los Angeles Area Details
Arthur Schwartz's Newbold Advisors Experience June 2011 - November 2011
Job Principal at Gate Capital
Industry Commercial Real Estate
Experience
Gate Capital   December 2011 - Present
Newbold Advisors   June 2011 - November 2011
McGladrey  September 2009 - November 2010
Arbor Realty Trust  February 2001 - May 2008
Amresco Capital   1997 - 2000
Barry Slatt Mortgage  1989 - 1996

Skills
Underwriting, Loans, Securitization, Valuation, Portfolio Management, Loan Origination, Loan Servicing, Financial Modeling, Default, Financial Analysis, Mortgage Lending, Credit Analysis, Mortgage Servicing, Credit, Risk Management, Credit Risk, Mortgage Banking, Disposition, Capital Markets, Structured Finance, Executive Management, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Auditing, Funding, Finance, Financial Services, Real Estate Economics, Financial Structuring, Financial Risk, Real Estate Financing, Investments, Banking, Commercial Banking, Due Diligence, Asset Management

Education
Columbia University - Columbia Business School   1984 — 1985
MBA, Finance

San Francisco State University

UC Berkeley
Journalism

Carl Craig Carl Craig Washington D.C. Metro Area Details
Carl Craig's Newbold Advisors Experience October 2012 - Present
Job Business Analyst at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   October 2012 - Present
Freddie Mac  April 2004 - October 2012

Skills
Financial Risk, Portfolio Management, Financial Modeling, Market Risk, Banking, Fixed Income, Financial Analysis, MBS, Risk Analytics, Sarbanes-Oxley Act, Analysis, Business Analysis, Capital Markets, Due Diligence, Risk Management, Process Improvement

Education
George Mason University   1987 — 1991
Bachelor of Science (B.S.), Economics

Reniqua Gilliam Reniqua Gilliam Dallas/Fort Worth Area Details
Reniqua Gilliam's Newbold Advisors Experience October 2012 - January 2013
Job SPOC Manager at Caliber Home Loans
Industry Banking
Experience
Caliber Home Loans  June 2013 - Present
Caliber Home Loans  June 2013 - Present
G&G Protection   January 2005 - Present
Newbold Advisors   October 2012 - January 2013
MetLife Home Loans  November 2010 - December 2011
American Home Mortgage  January 2009 - November 2010
Saxon Home Mortgage  August 2007 - January 2009
st CONVENIENCE BANK   May 2006 - July 2007
EMC MORTGAGE CORPORATION  January 2005 - April 2006
CAPITAL ONE FINANCE, INC   June 1999 - October 2004

Skills
Team Leadership, Leadership Development, Organizational..., Organizational..., Coaching, Collections, Change Management, Corporate Communications, Quality Assurance, Team Building, Team Management, Team Oriented, Auditing, Hiring/firing, Employee Relations, Employee Management, Training & Development, Staff Supervision, Staff Retention, Training Skills, Loss Mitigation, Continuous Improvement, Conflict Resolution, Contingency Planning, Resource Management, Talent Acquisition, Talent Management, Quality, Training, Employee Training, Underwriting, PeopleSoft, Lotus Notes, Operations Management, Fidelity, Loans, Loan Servicing, FHA, Mortgage Lending, Call Centers, Customer Service, Finance, Financial Services, Management, Mortgage Servicing

Education
Northwood University   2012 — 2014
Bachelors in Business Administration, Business Administration and Management, General

Northwood University-Texas   2011 — 2014
Bachelor’s Degree, Business Administration and Management, General

Monica Hargett Monica Hargett Dallas/Fort Worth Area Details
Monica Hargett's Newbold Advisors Experience May 2013 - Present
Job Mortgage Fraud Analyst, Senior QC Underwriter
Industry Financial Services
Experience
Goldman Sachs  November 2014 - Present
Newbold Advisors   May 2013 - Present
Rachel Dollar Risk Management   July 2012 - March 2013
ICAP Mortgage Services   October 2010 - June 2012
Exigen Mortgage Asset Management   April 2009 - June 2010
EMC Mortgage  July 1999 - August 2008

Skills
Banking, Credit, Fraud, Mortgage Servicing, Loss Mitigation, Mortgage Banking, Mortgage Lending, Risk Management, Loans, AML, Loan Servicing, Due Diligence, Loan Origination, Mortgage Underwriting

Education
Del Mar College   1992 — 1996
Associate's degree, Legal Assistant/Paralegal

Raymond Winters Raymond Winters Houston, Texas Area Details
Raymond Winters's Newbold Advisors Experience January 2012 - April 2012
Job Consultant at Reverse Mortgage Solutions ("RMS")
Industry Financial Services
Experience
Reverse Mortgage Solutions ("RMS")   June 2012 - Present
Newbold Advisors   January 2012 - April 2012
Litton Loan Servicing LLP  April 2002 - January 2012
Bank United/ Washington Mutual   February 2000 - April 2002
Stewart Mortgage Information  July 1998 - December 1999
GE Capital Mortgage Servicies   1995 - 1998

Skills
Six Sigma Certified, Project Management, Performance Measurement

Education
Stephen F. Austin State University   1982 — 1986
Bachelor of Business Admin., General Business

Carlos Merritt Carlos Merritt Dallas/Fort Worth Area Details
Carlos Merritt's Newbold Advisors Experience April 2012 - December 2012
Job Underwriting Service Assistance at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  May 2013 - Present
Newbold Advisors   April 2012 - December 2012
Morgan Stanley Home Loans  October 2011 - April 2012
MetLife Home Loans  July 2011 - October 2011
Fidelity Investments  March 2011 - June 2011
US Bank/Elan Financial Services   November 2003 - October 2010

Skills
Banking, Credit, Customer Service, Credit Analysis, Finance, Mortgage Lending, Credit Risk, Risk Management, Call Centers, Retail Banking, Financial Analysis

Education
LeTourneau University   2007 — 2009
Bachelor of Business Administration, Business

Jaime Friesenhahn Jaime Friesenhahn Dallas/Fort Worth Area Details
Jaime Friesenhahn's Newbold Advisors Experience February 2012 - February 2013
Job CFPB SR Business Control Specialist at Collabera
Industry Financial Services
Experience
Collabera  July 2013 - February 2015
Newbold Advisors   February 2012 - February 2013
Carlisle & Gallagher Consulting Group  October 2011 - February 2012
Pro Teck Valuation Services  August 2010 - January 2011
O'Connor and Associates  May 2008 - August 2010
Got's Realty   September 2003 - April 2008

Skills
Project Management, Management Consulting, Property Tax Appeals, Leases, Construction Management, Mortgage Lending, Residential Homes, Foreclosures, Loan Origination, FHA, Loans, Finance, Real Estate, Real Estate Transactions, Property Tax, Commercial Real Estate, Management, Customer Service, Loss Mitigation, Mortgage Servicing, Mortgage Consulting, Negotiation, Property Management, Analysis, Financial Analysis, Loan Servicing, Investments, Credit, Banking

Education
Dallas Baptist University   1999 — 2003
BA, Communication

Kristen Urick Kristen Urick Coppell, Texas Details
Kristen Urick's Newbold Advisors Experience August 2011 - February 2013
Job Mortgage Consultant / Underwriter
Industry Management Consulting
Experience
Cognitive Options/Bank of America   March 2013 - February 2014
Newbold Advisors   August 2011 - February 2013
AMO Recoveries/JP Morgan Chase   May 2011 - August 2011
Short Sale Today, LLC   July 2008 - May 2011
American Title Abstract & Escrow Services   September 2006 - July 2008

Skills
Title Insurance, HAMP, Short Sales, Loan Modifications, Quality Control, Loan Processing, Mortgage Underwriting, Compliance Operations, Process Improvement, Loan Review & Audits, Underwriting, Loans

Education
International College   2001 — 2005
Bachelor of Science, Business Management

Renee Galvin Renee Galvin Crowley, Texas Details
Renee Galvin's Newbold Advisors Experience February 2014 - August 2015
Job Loan Modification Specialist at U.S. Small Business Administration
Industry Financial Services
Experience
Newbold Advisors   February 2014 - August 2015
U.S. Small Business Administration   February 2013 - July 2013
Solomon Edwards Group  2011 - 2013

Skills
Strategic Planning, Microsoft Excel, Credit Risk, FHA, Portfolio Management, Management, Insurance, Banking, Residential Mortgages, Risk Management, Asset Management, Commercial Lending, Investments, Loss Mitigation, Mortgage Lending, Finance, Financial Analysis, Mortgage Banking, Financial Modeling, Corporate Finance, Credit, Refinance, Team Leadership, Process Improvement, Accounting, Mortgage Servicing, Auditing, Microsoft Word, Loan Origination, Valuation, Financial Reporting, Retail Banking, Financial Services, Financial Risk, Customer Service, Relationship Management, Leadership, Commercial Banking, Loans, Project Management, Credit Analysis, Underwriting, Cross Selling, Mortgage Underwriting, Cash Management, Internal Controls, Loan Servicing, Consumer Lending, Due Diligence, Analysis

Education
Golden West College

Westminster High School

Valerie Burley Valerie Burley Allen, Texas Details
Valerie Burley's Newbold Advisors Experience November 2011 - February 2013
Job Bankruptcy Specialist II
Industry Banking
Experience
Small Business Administration  February 2013 - June 2013
Newbold Advisors   November 2011 - February 2013
Newbold Advisors   2012 - 2013
Express Employment Professionals  June 2011 - November 2011
Hilton Reservations Worldwide  June 2009 - June 2011
Hilton Reservations Worldwide  September 2007 - June 2009
Quebecor World, Inc  March 1996 - June 2007

Skills
Credit Risk, Risk Management, Loan Servicing, Loans, Credit Analysis, Mortgage Lending, Retail Banking, Financial Analysis, Credit, Banking, Financial Risk, Portfolio Management, Consumer Lending, Loan Origination, Mortgage Banking

Education
Jackson State University
BS Degree, Marketing

Josephine Qualls Josephine Qualls Fort Worth, Texas Details
Josephine Qualls's Newbold Advisors Experience April 2013 - July 2014
Job Complaint Resolution Specialist at BSI Financial Services Inc
Industry Banking
Experience
BSI Financial Services Inc  February 2015 - Present
BSI Financial Services Inc  February 2015 - Present
Newbold Advisors   April 2013 - July 2014
Saxon  April 2009 - May 2012
Saxon Mortgage Services, Inc  April 1999 - May 2012

Skills
Microsoft Office, Customer Service, Banking, Credit, Microsoft Excel, Financial Services, Risk Management, Mortgage Lending, Mortgage Banking, Financial Analysis, Loans, Process Improvement

Education
Northeastern University   1975 — 1980
Bachelor's Degree, Criminal Justice and Corrections, 3.0

Northeastern University
Bachelor's Degree, Criminal Justice and Corrections

Barbara Durham Barbara Durham Desoto, Texas Details
Barbara Durham's Newbold Advisors Experience June 2014 - Present
Job Shipping Specialist/Auditor at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   June 2014 - Present
JP Morgan Chase  January 2011 - August 2013
Bank of America  March 2007 - January 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Banking, Customer Service, Financial Analysis, Risk Management, Microsoft Office, Credit, Finance, Leadership, Analysis, Outlook, Xdoc, Calyx, AS400,...

Education
Strayer University   2013 — 2017
Bachelors Of Science, Criminal Justice-Homeland Security, 3.50

University of Phoenix   2008 — 2009
None, Criminal Law

Mexi High   1981 — 1984
High School Diploma, Basics

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