Orion First Financial, LLC

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Orion First Financial, LLC Employees

Employee
Years
Job
Industry
Hershey Xi He， CPA passed Hershey Xi He， CPA passed Cleveland/Akron, Ohio Area Details
Hershey Xi He， CPA passed's Orion First Financial, LLC Experience February 2012 - April 2013
Job Credit Risk Analyst，Key Bank
Industry Banking
Experience
KeyBank  July 2014 - Present
OdysseyLife   January 2014 - June 2014
Orion First Financial, LLC   February 2012 - April 2013

Skills
Accounting, Accounts Receivable, Financial Analysis, Finance, Financial Statements, Journal Entries, Tax Preparation, Financial Statement..., General Ledger, Financial Accounting, QuickBooks, Income Tax, GAAP, US GAAP, 会计对帐, 内部控制, 财务报告, 成本会计, 税务会计, 税务, 财务审计, 记账, 注册会计师, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Account Reconciliation, Microsoft Access

Education
University of Rochester   2013 — 2014
Master of Accounting

Pacific Lutheran University   2009 — 2011
Bachelor of Business Administration (BBA), Accounting and Fiance, 3.52

Gerry Weston Gerry Weston Greater Seattle Area Details
Gerry Weston's Orion First Financial, LLC Experience February 2011 - December 2013
Job Inspirus Credit Union
Industry Financial Services
Experience
Inspirus Credit Union  December 2013 - Present
Orion First Financial, LLC   February 2011 - December 2013
Pinnacle Business Finance   March 2003 - October 2010
ELFA Credit and Collections Committee   2006 - 2008
Irwin Commercial Finance  June 2001 - March 2003
Financial Pacific Leasing  December 1994 - June 2001
US Army  October 1986 - April 1994

Skills
Credit, Risk Management, Bankruptcy, Accounts Receivable, Team Building, Loans, Portfolio Management, Underwriting, Credit Analysis, Credit Risk, Financial Analysis, Commercial Lending, Small Business Lending, Customer Service, Funding, Management, Leadership, Due Diligence, Finance, Financial Services, Banking, Commercial Banking, Corporate Finance, Structured Finance, Loan Origination, Mortgage Lending, Lines Of Credit, Executive Management, Asset, Relationship Management, Loss Mitigation, Asset Management, Consumer Lending, Financial Risk, Capital Markets, Restructuring, Cash Flow, Business Development, Customer Retention, Training, Financial Structuring, Loan Servicing, Commercial Litigation, Commercial Finance, Negotiation, Commercial Mortgages, Cash Management, Credit Cards, Treasury Management, Start-ups

Education
Central Washington University   2014 — 2016
Business Administration and Management, General

Tacoma Community College   2013 — 2014
Associate of Arts (A.A.)

Curtis Costner Curtis Costner Tacoma, Washington Details
Curtis Costner's Orion First Financial, LLC Experience May 2011 - Present
Job President at Sands Costner & Associates
Industry Marketing and Advertising
Experience
Sands Costner & Associates   2005 - Present
Orion First Financial, LLC   May 2011 - Present
Burners Without Borders - Seattle   2013 - 2014

Skills
Marketing Strategy, Strategic Planning, Direct Marketing, Executive Management, Marketing, Email Marketing, Advertising, Marketing Communications, Marketing Management, Digital Marketing, Corporate Branding, Market Planning, Management, Online Marketing, Strategic Partnerships, Leadership, Sales

Education
Olympic College   2003 — 2005
Business Mgmt

School of Visual Concepts - Seattle, WA
Graphic Design, Marketing Communications

Kevin Churchill, CFA, CFP® Kevin Churchill, CFA, CFP® Beverly Hills, California Details
Kevin Churchill, CFA, CFP®'s Orion First Financial, LLC Experience 2002 - 2009
Job Senior Portfolio Manager, Vice President at Union Bank
Industry Investment Management
Experience
Union Bank  May 2012 - Present
Key Bank  May 2010 - May 2012
Rainer Group Investment Advisory, LLC   July 2002 - December 2009
Rainer Group Investment Advisory, LLC   November 1999 - December 2009
Orion First Financial, LLC   2002 - 2009
Frank Russell Company  November 1996 - November 1999

Skills
Portfolio Management, Asset Allocation, Asset Management, Investments, Equities, Mutual Funds, High Net Worth..., Alternative Investments, Wealth Management

Education
Seattle University   1998 — 2001
Masters, Finance

University of Puget Sound   1990 — 1994
Bachelor's, Business and Computer Science

Michael Coon Michael Coon Greater Grand Rapids, Michigan Area Details
Michael Coon's Orion First Financial, LLC Experience February 2011 - September 2011
Job Vice PresidentSyndications Manager at AXIS Capital, Inc.
Industry Banking
Experience
AXIS Capital, Inc.   September 2015 - Present
Lease Corporation of America  October 2013 - August 2015
TAB Bank  October 2011 - July 2013
Orion First Financial, LLC   February 2011 - September 2011
Aurora Management Group LLC   January 2010 - January 2011
Enterprise Funding Group, LLC   January 2001 - December 2009
Enterprise Capital Corp   February 1996 - December 2000
FMB-First Michigan Bank  April 1993 - February 1996

Skills
Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Credit Risk, Underwriting, Business Development, Investment Banking, Commercial Finance, Funding, Structured Finance, Financial Structuring, Financial Services, Finance, Real Estate, Sales, New Business Development, Leases, Commercial Banking, Asset Based Lending, Executive Management, Management, Loan Origination, Cash Flow, Negotiation, Financial Modeling, Commercial Real Estate, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Valuation, Mortgage Lending, Asset Management, Small Business, Treasury Management, Financial Risk, Investments, Lines Of Credit, Private Equity, Risk Management, Factoring

Education
Central Michigan University   1986 — 1988
BSBA, Finance and Marketing

Shannon (Berry) Green Shannon (Berry) Green Greater Seattle Area Details
Shannon (Berry) Green's Orion First Financial, LLC Experience August 2012 - December 2014
Job Chief Operating Officer at Mintaka Financial, LLC
Industry Financial Services
Experience
Orion First Financial, LLC   August 2012 - December 2014
Orion First Financial, LLC   March 2003 - August 2012
Financial Pacific Leasing  September 1986 - February 2003

Skills
Team Building, Customer Service, Loss Mitigation, Underwriting, Loans, Negotiation, Finance, Credit, Due Diligence, Commercial Lending, Funding, Loan Servicing, Account Management, Relationship Management, Credit Analysis, Asset Based Lending, Executive Management, Financial Structuring, Coaching, Sales Management, Financial Services, Management, Loan Origination, Banking, Corporate Finance, Financial Analysis, Lines Of Credit, Sales, Financial Risk, Credit Risk, Structured Finance, Small Business Lending, New Business Development, Business Strategy, Commercial Finance, Asset Management, Business Development, Portfolio Management, Risk Management, Start-ups, Commercial Banking, Operations Management, Capital, Small Business, Contract Negotiation

Education
Tacoma Community College   1984 — 1986

Chon Nguyen Jr Chon Nguyen Jr Gig Harbor, Washington Details
Chon Nguyen Jr's Orion First Financial, LLC Experience August 2014 - Present
Job Accounting Assistant & Office Admin at Trade Associates
Industry Accounting
Experience
Orion First Financial, LLC   August 2014 - Present
Trade Associates   June 2014 - August 2014
Bridgeway Financial Corporation   February 2011 - May 2014
Extremity Imaging Partners  October 2007 - December 2010
Kelly Services  November 2006 - July 2007

Skills
Bookkeeping, Accounting, Customer Service, Warehouse Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, QuickBooks, Windows, Video Editing, Audio Editing, Websites, Electronic Engineering, Data Entry, Member of Toastmasters, Payroll, Office Administration

Education
Keller Graduate School of Management of DeVry University   2014 — 2015

ITT Technical Institute-Seattle   1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering

Ted Brownrigg Ted Brownrigg Portland, Oregon Details
Ted Brownrigg's Orion First Financial, LLC Experience 2005 - 2008
Job Whitewater Raft Guide and Interpretive Ranger
Industry Leisure, Travel & Tourism
Experience
Oregon River Experiences   May 2008 - Present
Orion First Financial, LLC   2005 - 2008
Financial Pacific Leasing  1999 - 2008

Skills
Credit, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Asset Based Lending, Funding, Structured Finance, Portfolio Management, Commercial Mortgages, Commercial Finance, Finance, Credit Risk, Financial Structuring, Underwriting, Commercial Banking, Factoring, Mortgage Lending, Loan Origination, Banking, Lines Of Credit, Capital, Risk Management, Syndications, Treasury Management, Financial Services, Financial Analysis

Education
Northwest Missouri State University   1970 — 1974
B.S., Economics

Edie Baglio Edie Baglio Greater Seattle Area Details
Edie Baglio's Orion First Financial, LLC Experience January 2005 - December 2005
Job
Industry Accounting
Experience
NL Olson & Associates   December 2013 - Present
Orion First Financial, LLC   January 2005 - December 2005
The BJC Group, Inc.   January 1997 - December 2004
N.L. Olson & Associates, Inc.   January 1989 - December 2004

Skills
Accounting, Quicken, Wordperfect, Accounts Receivable, Mas 90, Bank Reconciliation, Sales Tax, Accounts Payable, Balance, Invoice Processing, Account Reconciliation, Bookkeeping, Payroll Taxes, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Invoicing, QuickBooks, Spreadsheets, Tax

Education
South Kitsap High School

Bates Technical College
Court Reporting/Court Reporter