Paul Financial, LLC
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Paul Financial, LLC Employees
Manifeste Marketing 2014 - Present
McCallion Properties LLC April 2013 - September 2014
Union Bank September 2007 - March 2010
Paul Financial LLC June 2006 - August 2007
Skills
Account Management, Sales, Marketing Communications, Communication, Financial Analysis, Integrated Marketing, Client Relations, Non-profit Volunteering, Advertising, Marketing, Marketing Strategy, Management, Event Planning
Education
Fisk University 2002 — 2006
Bachelor of Science (B.S.) in Business Administration, International Business
Litman Gregory October 2007 - Present
Paul Financial LLC June 2005 - September 2007
Alders Financial Solutions June 2000 - June 2005
Skills
Asset Managment, Retirement Planning, Customer Service, Mortgage Lending, Microsoft Office, Microsoft Excel, PowerPoint
Education
Sonoma State University
Bachelor of Science, Business (Finance)
UC Berkeley 2010 — 2012
Certificate, Professional Sequence in Personal Financial Planning
Redwood Toxicology Laboratory April 2015 - Present
Redwood Toxicology Laboratory October 2009 - April 2015
Ultimate Staffing 2008 - 2008
Paul Financial LLC November 2004 - November 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Business Development, Refinance, Account Management, Credit Analysis, Strategic Planning, Contract Negotiation, Team Building, Customer Service, PowerPoint, Microsoft Excel, Cold Calling, Analysis, Strategy, Sales Management, Management, CRM, Sales Operations, Employee Benefits, Salesforce.com
Education
Sonoma State University 2000 — 2003
Bachelor, International Business
KC Investment Holdings June 2008 - Present
Information Technology February 2008 - Present
Paul Financial, LLC September 2003 - January 2008
GreenPoint Mortgage (Capital One) August 1999 - August 2003
Montgomery Securities/Banc of America Securities 1999 - 1999
Skills
Vendor Management, Disaster Recovery, Security, Servers, Management, System Administration, Integration, Data Center, Active Directory, SDLC, Business Analysis, Windows Server, Mortgage Banking, Team Building, Troubleshooting, Virtualization, Technical Support
Education
Saint Mary's College of California 1995 — 1998
BS
Northbay Healthcare June 2007 - Present
Paul Financial, LLC October 2006 - May 2007
KPMG August 2004 - October 2006
Education
Sonoma State University 2001 — 2004
American Pacific Mortgage May 2014 - Present
Guarantee Mortgage January 2012 - May 2014
First California Mortgage Company September 2011 - December 2011
Land Home Financial Services June 2010 - September 2011
Greenpoint Mortgage (a Capital One company) April 2006 - October 2007
Paul Financial LLC June 2005 - March 2006
Greenpoint Mortgage July 2001 - June 2005
GreenPoint Mortgage August 1998 - July 2001
Skills
Mortgage Lending, Process Improvement, Loans, FHA, Mortgage Banking, Refinance, Management, Leadership, Analysis, Underwriting, Credit, Loan Origination, Agile Methodologies, Real Estate, Training
Education
Sonoma State University 2009 — 2010
Single Subject Teaching Credential, Mathematics
University of Minnesota-Duluth 1990 — 1992
BBA, Management
Petaluma High School
Shorenstein Realty Services July 2014 - Present
Deutsche Bank June 2013 - August 2013
WHV Investment Management, Inc. August 2010 - July 2012
AllianceBernstein June 2007 - July 2010
Paul Financial LLC August 2005 - April 2007
Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management
Education
University of Southern California 2012 — 2014
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)
Google September 2013 - Present
Google February 2010 - September 2013
Aardvark November 2007 - February 2010
Paul Financial, LLC October 2006 - November 2007
Deer Valley 2005 - 2006
Skills
Google Docs, Google Apps, Project Management, Recruiting, Start-ups, Event Planning, Management, Customer Service, Administrative..., Expenses, Start-up Environment, Outlook, Google Groups, Concur, Oracle Applications, Trips, Google Calendar, M&A experience, Due Diligence, Google Analytics, Salesforce.com, Applicant Tracking..., Entrepreneurship, Social Networking, Social Media, Analysis, Gmail, Onboarding, Analytics, Competitive Analysis, College Recruiting, Communication, Program Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
Healthnet July 2013 - Present
Kelly Services July 2011 - July 2013
Seton Medical Center April 2010 - November 2010
Chevron Corporation January 2008 - July 2009
Kaiser Permanente September 2008 - November 2008
Paul Financial LLC 2003 - 2007
Greenpoint Mortgage/Headlands Mortgage 2000 - 2003
Education
Louisiana State University 1972 — 1976
BS, General Studies emphasis in Business
Bay Equity December 2009 - Present
Northern California Surf Inc. February 2008 - January 2012
Paul Financial, LLC January 2007 - April 2008
HSBC Mortgage Services September 2004 - March 2006
ABN AMRO October 1999 - December 2003
Tuttle & Co. 1994 - 1999
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Residential Mortgages, Banking, Underwriting, FHA, Credit Analysis, Loss Mitigation, Investments
Education
University of California, Davis 1988 — 1993
First Choice Health Network August 2008 - Present
Perceptive Software January 2008 - August 2008
Paul Financial, LLC 2003 - 2007
Skills
Virtualization, VMware, EDM, Enterprise Content..., System Center, Microsoft SQL Server, Windows Server, Nimble, Requirements Analysis, Troubleshooting, Project Management, Active Directory, Process Improvement, Agile Methodologies, Business Analysis, Business Process..., Input Accel, ImageNow, Scanners, HP, Citrix, Symantec Backup, System Administration, Software Documentation, Technical Support, Disaster Recovery, Servers, Document Management, Operating Systems, Document Imaging, vSphere, VMware Infrastructure
Education
University of Iowa 1995 — 2000
Bachelor of Liberal Arts
Headlands Asset Management LLC January 2009 - Present
Paul Financial LLC June 2003 - December 2008
Phoenix American July 2000 - January 2002
GreenPoint Mortgage 1998 - 2000
GreenPoint Mortgage/Headlands Mortgage 1993 - 2000
Headlands Mortgage Co. 1993 - 2000
First California Mortgage Co 1988 - 1993
Skills
Loan Origination, Mortgage Banking, Credit Analysis, Mortgage Lending, Account Reconciliation, Management, Banking, QuickBooks, Human Resources, Training, Access
Education
Sonoma State University 2003 — 2005
BS, Business (Accounting)
College of Marin 2001 — 2003
AA/AS, Business & Liberal Arts
San Rafael High School 1965 — 1969
College Prep
paul financial llc 2003 - 2007
Headlands Mortgage 1998 - 2003
greenpoint financial 1995 - 2003
Education
San Francisco State University, College of Business
First California Mortgage Company March 2015 - Present
Hudson Street Design of Marin December 2013 - Present
Colliers International October 2007 - June 2013
Madison Marquette October 2007 - May 2011
Residential Mortgage Capital December 2006 - August 2007
Paul Financial, LLC 2004 - 2006
GreenPoint Mortgage/Capital One 1999 - 2004
GreenPoint Mortgage 1998 - 2003
Skills
Administrative..., Banking, Customer Service, Investment Properties, Leadership, Loan Origination, Management, Microsoft Excel, Microsoft Office, Mortgage Banking, Real Estate
Education
College of Marin
RPM Mortgage, Inc. June 2013 - February 2015
The Prieston Group Diligence January 2009 - June 2013
PBIS Insurance Services September 2008 - December 2008
American Mortgage Law Group May 2008 - September 2008
Paul Financial, LLC October 2003 - November 2007
GreenPoint Mortgage October 1993 - October 2003
GreenPoint Mortgage October 1993 - October 2003
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Risk Management, Fraud, Loan Origination, Loss Mitigation, Due Diligence, Residential Mortgages, Mortgage Underwriting, Customer Service, Banking, Credit Analysis, Financial Risk, Refinance, Microsoft Excel, Team Building, Financial Analysis, Loan Servicing, Mortgage Servicing, Commercial Mortgages, Insurance, Real Estate, Strategic Planning, Training, Analysis
Education
University of San Francisco
Bachelor's degree, Psychology
Athenian School 1976 — 1979
Diploma
Headlands Asset Management, LLC January 2008 - Present
Peter Paul Wines, LLC January 2007 - Present
Paul Financial, LLC July 2003 - January 2008
Fair Isaac August 2000 - November 2002
Education
Sonoma State University 1993 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting
Greenpoint Mortgage Banking
Wells Fargo Private Mortgage July 2012 - November 2013
Priority Lenders Mortgage Corp October 2010 - April 2012
Fountain Grove Lending December 2007 - October 2010
First California Mortgage Company November 2005 - November 2007
Benchmark Lending Group October 2004 - September 2005
Paul Financial ,LLC November 2003 - July 2004
National City Mortgage December 2002 - November 2003
North American Mortgage Company July 1993 - December 2002
Skills
Investment Properties, Loans, Mortgage Lending, FHA, Refinance, Credit, Real Estate, Referrals, Property, Leadership, Loan Origination, Mortgage Banking, VA loans, USDA, Residential Mortgages, FHA financing
Education
Sonoma State University
BA, Management/Accounting
South San Francisco
Bachelor of Business Administration (BA), Accounting and Business/Management