O'Donnell Financial Group
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O'Donnell Financial Group Employees
O'Donnell Financial Group March 2013 - Present
O'Donnell Financial Group 2013 - Present
Skills
Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, IRAs, Strategic Financial..., Asset Allocation, Investments, Long Term Care Insurance
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
East Bay College Planning August 2013 - Present
Financial Planning Office of Michael Ginsberg, JD, CFP(R) August 2011 - Present
BNI-Diablo Networking Circle 2011 - Present
CASA of Contra Costa County April 2013 - Present
O'Donnell Financial Group April 2010 - August 2011
New England Financial October 2008 - April 2010
Junior Achievement of Northern California March 2001 - February 2009
The Mortgage Practice March 2002 - April 2008
American Committee for Shaare Zedek 2006 - 2008
Skills
Retirement Planning, Financial Planning, Retirement, Long Term Care, Investments, Insurance, Wealth Management, Asset Management, Investment Advisory, Retirement Income..., Strategic Financial..., Term Life Insurance, Life Insurance, Financial Planners, Mutual Funds, Series 63, Finance, Series 7, Long-term Care, Mortgage Lending, Leadership
Education
Whittier Law School 1987 — 1990
JD, Law School
University of Southern California 1980 — 1983
BS, Business, Marketing Management
Yebra Real Estate June 2013 - Present
Coldwell Banker Residential Brokerage September 2009 - March 2011
The Petaluma Argus-Courier October 2009 - November 2010
O'Donnell Financial Group January 2008 - August 2009
Saxon Mortgage June 2002 - March 2007
Appraisal Hub October 2001 - June 2002
Nextel Communications February 1998 - October 2001
Skills
Referrals, Buyers, Sellers, Real Estate, Townhomes, Single Family Homes, Buyer Representation, Listings, Relocation, Condos, New Home Sales, Move Up Buyers, Real Estate Transactions, Mortgage Lending, Investment Properties, Residential Homes, Sales, Refinance, Marketing, Negotiation, Luxury, First Time Home Buyers, Investors
Education
California State University-Sacramento 1992 — 1994
Bachelor's Degree, Psychology
O'Donnell Financial Group May 2012 - Present
Pacific Life December 2007 - July 2011
Flagship Planning Solutions March 2002 - December 2007
Skills
Sales Operations, Life Insurance, Insurance, Sales, Marketing, Team Building, Investments, Financial Planning, Wealth Management, Executive..., Event Planning, Finance, Series 6, Small Business, Small Business Marketing, Small Business Online..., Small Business..., New Business Development, Business, Social Media Marketing, Online Marketing, Marketing Communications, Events Coordination, Executive Office..., Investor Relations, Investor Relations..., Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, CRM Databases, CRM, Marketing Automation, Online Marketing..., Email Marketing, HTML Emails, Email Newsletter Design, Mass Communication, Mass Mailing, Radio, Heavy Calendaring, Executive Calendar..., Calendar Planning, Logistics, Delegation, Task Management, Multi-task & Handle..., Customer Retention, Customer Service, Customer Satisfaction
Education
Metropolitan Community College 2005 — 2008
Associate's Degree, Financial Planning and Investments, 4.0
University of Nebraska at Omaha 1998 — 1999
Bachelor's Degree, Music
ERS Nationwide, Inc. January 2015 - Present
One Trust Home Loans September 2014 - January 2015
Peoples Banking Unusual October 2012 - October 2013
Universal Protection Service April 2011 - November 2012
O'Donnell Financial Group June 2010 - April 2011
MSC Advantage, Div. of Guild Mortgage July 2009 - January 2010
Wachovia Mortgage/ Wells Fargo Home Loans September 2008 - July 2009
WaMu August 2004 - June 2008
E-LOAN, Inc. January 2000 - November 2003
Home Savings/ North American Mortgage November 1996 - December 1999
Skills
Mortgage Lending, Mortgage, Banking, Loans, Loan Origination, Accounting, Financial Management, Call Center, Financial Software, Sales Management, Direct Sales, B2B, Accounting Applications, Sales, Management, Call Centers, Training, Investments, Mergers & Acquisitions, Mortgage Banking, Financial Services, Insurance, Managerial Finance, Real Estate, Credit Analysis, Risk Management, Finance, Customer Service, Loan Servicing, Referrals, Credit, Construction Loans, Residential Mortgages
Education
Southeast MO State Univ.
BS in Ed, Soc.Stud./History
Southern Illinois University, Edwardsville
MBA, Finance, 4.5 GPA on 5.0 scale
St. Louis Community College
AAS, Accounting
Webster University
MAT, History/Social Studies
Navitas Naturals June 2015 - Present
GBS Financial Corporation January 2011 - December 2013
O’Donnell Financial Group 2007 - 2010
Karen Neuburger 2005 - 2007
Skills
Customer Service, Excel, Microsoft Office, Customer Relations, Word, Operations Management, Microsoft Word, Leadership, Management, Project Management, Program Management, Microsoft Excel, Change Management, Business Development, Product Development, Marketing, Strategic Planning, Training, Event Management, Public Speaking, Teamwork, Social Media, Budgets, Marketing Strategy, Event Planning
Education
Dominican University of California 2002 — 2006
Master of Business Administration (MBA), Global Strategic Management
UC Davis 2000 — 2002
Bachelor of Arts (B.A.), Communications
College of Marin 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Behavioral Sciences
Plastic Surgery Associates of Santa Rosa February 2015 - Present
Vineyard Dental Group September 2010 - February 2015
O'Donnell Financial Group October 2008 - August 2010
Investors Trust Mortgage December 2006 - October 2008
Santa Rosa Oral Surgery August 1998 - September 2004
Parry Healthcare Associates June 1999 - November 2003
Skills
Practice Management, Credentialing, Healthcare Management, Patient Satisfaction, Budgeting, Customer Relations, Negotiation, Strategic Planning, Healthcare, Problem Solving, Medical Billing, Microsoft Office, Customer Service, New Business Development, Public Relations, Business Strategy, Budgets, Social Networking, Marketing, Event Management, Coaching, Real Estate, Sales Management, Account Management, Contract Negotiation, Public Speaking, Insurance, Small Business, Selling, Medicine, Social Media Marketing, Leadership, Time Management, Social Media, Grant Writing, Training, Wellness, Dentistry, Leadership Development, Fundraising, Nonprofits, Recruiting, CPOE, Policy, Microsoft Excel, Administration, Organizational..., Medical Group Management, Team Leadership, Program Management
Education
Saint Joseph's University 2013 — 2015
Master's Degree, Healthcare Administration, Ethics, 3.95
Western International University 2010 — 2013
Bachelor of Science, Business Administration, Management and Communication
Santa Rosa Junior College 1995 — 1997
Associate of Science (AS), Health Services Administration
ODonnell Financial Group January 1987 - Present
KSFO / KGO 2008 - Present
ODonnell Financial Group 1987 - Present
Circle Bank April 2011 - December 2012
Residential Mortgage Capital 1998 - 2007
Skills
Investment Properties, Finance, Real Estate, Strategic Financial..., Investments, Mortgage Lending, Strategy, Portfolio Management, Banking, Wealth Management, Estate Planning, FHA, Real Estate Transactions, Sales, Retirement, Credit, Loans, Real Estate Financing, Investment Strategies, Wealth, Selling, Financial Advisory, Tax, Refinance, Retirement Planning, Social Media, Marketing, First Time Home Buyers, New Business Development, Customer Service, Life Insurance, Investors, IRAs, Microsoft Office, Underwriting
Education
University of California, Berkeley
Marin Catholic High School 1977 — 1981
High School
O'donnell Financial Group June 2011 - August 2011
Education
Longwood University 2008 — 2012
BS