Retirement Funding Solutions

Description

Address: 100 S Saunders Rd 1st Floor Suite 101, Lake Forest, IL 60045 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (773) 849-4945Place name: : Website: : Category: : : : : Website: http://lakeforest.rfslends.com/ Category: Mortgage broker 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. 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 Retirement Funding Solutions Posting publicly on the Web Write a review Reviews Be the first to review From Retirement Funding Solutions Unable to add this file. Please check that it is a valid photo. "I educate active adults 62 or better on navigating Reverse Mortgages and how they can help convert the equity in their home to income or assets. In addition I help those same individuals finance a home using the HECM for Purchase! Contact me to learn...More "I educate active adults 62 or better on navigating Reverse Mortgages and how they can help convert the equity in their home to income or assets. In addition I help those same individuals finance a home using the HECM for Purchase! Contact me to learn more about this little unknown financing option and NEVER have a mortgage payment again." Latest PostsRetirement Funding Solutionson Google Fun Fact Friday. Did you know? #diversity #babyboomers #reversemortgages … 1 day agoLearn more Not surprising that Social Security will not sustain you in retirement, especially with… 2 days agoLearn more Real Estate agents working with Baby Boomers read here to learn how boomers search… 3 days agoLearn more Watch this video! Apple moving in to the healthcare space?! #applecare #seniors … 4 days agoLearn more Great news for our #ReverseMortgage industry. Jamie Hopkins is a wealth of… 5 days agoLearn more View all (function(){google.sc=google.sc||{};google.sc.init=function(b,e,n,f,p,q){if((b=document.getElementById(b))&&(0!=b.offsetWidth||0!=b.offsetHeight)){var h=b.querySelector("div"),k=h.querySelector("div"),c=0,g=h.scrollWidth-h.offsetWidth;if(0

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Retirement Funding Solutions Employees

Employee
Years
Job
Industry
Lori Erskine‎ Lori Erskine‎ Orange County, California Area Details
Lori Erskine‎'s Retirement Funding Solutions Experience May 2015 - Present
Job BAM! Educating & Marketing Strategist Helping You & Your Loan Officers Grow & Close Loans
Industry Real Estate
Experience
Retirement Funding Solutions   May 2015 - Present
1st Reverse Mortgage USA  June 2014 - April 2015
Reverse Mortgage Solutions, Inc  September 2013 - June 2014
Premier Reverse Closings  February 2012 - August 2013
Premier Reverse Closings  March 2007 - August 2013
CS Financial  July 2003 - March 2007
Northwestern Mutual Life  August 2002 - July 2003

Skills
Mortgage Lending, Refinance, Loan Origination, Reverse Mortgages, FHA, Mortgage Banking, Loans, Residential Mortgages, Credit, Mortgage Underwriting, Title Insurance, Investment Properties, Escrow, Certified Mortgage..., Real Estate, VA loans, Real Estate Financing, Government Loans, Investments, Foreclosures, Residential Homes, Sales, Underwriting, Real Estate Economics, CrossFit, VA Loans

Education
California State University-Fullerton   1997 — 2002
Bachelor of Arts (B.A.), Business Finance

South Hills High School   1992 — 1996
High School, General

Grace Golk Grace Golk Greater San Diego Area Details
Grace Golk's Retirement Funding Solutions Experience January 2015 - Present
Job Reverse Mortgages
Industry Financial Services
Experience
Retirement Funding Solutions   January 2015 - Present
Golden Equity Mortgage Corporation   November 2014 - January 2015
Reverse Mortgage Solutions, Inc.   April 2014 - November 2014
Reverse Mortgage Solutions, Inc.   October 2012 - April 2014
White House Black Market  April 2012 - May 2013
Trade Secret Salon  February 2008 - March 2012

Skills
Visual Merchandising, Merchandising, Retail, Store Management, Customer Service, Loss Prevention, Fashion, Inventory Management, Marketing, Management, Social Networking, Sales Management, Retail Sales, Sales, Apparel, Styling, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Time Management, Trend Analysis, Store Operations, Inventory Control, Public Speaking, Assortment, Cashiering, POS, Driving Results, Merchandise Planning, Telephone Skills, Hiring, Mortgage Lending, Reverse Mortgages, FHA, FHA financing, Mortgage Brokers, HUD, FHA Financing

Education
San Diego Mesa College

Stephen Eastman Stephen Eastman Raymond, Maine Details
Stephen Eastman's Retirement Funding Solutions Experience May 2015 - Present
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   May 2015 - Present
Security One Lending  June 2012 - May 2015
MetLife Home Loans  March 2010 - May 2012
Financial Freedom  November 2001 - February 2010

Education
Husson College   1979 — 1982
Bachelor of Science (BS), Business/Accounting

Garin Ramirez Garin Ramirez Redding, California Area Details
Garin Ramirez's Retirement Funding Solutions Experience April 2015 - Present
Job Mortgage Loan Officer at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   April 2015 - Present
Security One Lending  August 2014 - March 2015
Pre-employ.com  January 2012 - April 2014
RadioShack  October 2005 - December 2011

Skills
B2B, Team Leadership, Business Development, Negotiation, Customer Service, Customer Satisfaction, Background Checks, Contract Negotiation, Strategic Planning, Salesforce.com, Lead Cultivation

Education
Humboldt State University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Management

Jan Jordan Jan Jordan Fort Collins, Colorado Area Details
Jan Jordan's Retirement Funding Solutions Experience June 2015 - Present
Job Reverse Mortgage, serving Northern Colorado and the Front Range Colorado
Industry Banking
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  June 2012 - June 2015
MetLife Home Loans - Reverse Mortgage   March 2011 - June 2012
Bank of America Home Loans  January 2009 - March 2011
Wells Fargo Home Mortgage  2005 - 2009
Sun MicroSystem  2000 - 2002
Micro Motion  1979 - 2000

Education
Regis University
Business Management

Jerry Hanley Jerry Hanley Saint Johns, Florida Details
Jerry Hanley's Retirement Funding Solutions Experience July 2015 - Present
Job HECM/Reverse Mortgage Specialist at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security One Lending  June 2012 - June 2015
MetLife Home Loans  September 2011 - July 2012
Wells Fargo Home Mortgage  November 2009 - August 2011
Professional Mortgage Services, Inc   January 1985 - January 2000

Skills
You name it - 40 Plus..., Reverse Mortgages, Mortgage Lending, Credit, Mortgage Banking, Residential Mortgages, Loans, Banking, FHA financing, Mortgage Underwriting, Refinance, Investment Properties, USDA, Underwriting, VA loans, Finance, FHA Financing

Education
Saint Johns River State College   1966 — 1969
Associate of Arts (AA), Business Administration and Management, General

St. Augustine High School   1962 — 1966

Alan Tenney Alan Tenney Cedar Rapids, Iowa Area Details
Alan Tenney's Retirement Funding Solutions Experience June 2015 - Present
Job Reverse Mortgage Advisor, CE Instructor for Financial Advisors and Realtors at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  May 2012 - June 2015
MetLife Home Loans  September 2011 - May 2012
Wells Fargo Home Mortgage  October 2005 - September 2011
Wells Fargo  2005 - 2011

Skills
Home Equity Conversion..., Home Equity, Mortgage Lending, Reverse Mortgages, Loans, Banking, FHA, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, Retirement, USDA, VA loans, FHA financing, Government Loans, FHA Financing, VA Loans

Education
University of Northern Iowa   1980 — 1983
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Andre M Gregoire Andre M Gregoire San Diego, California Details
Andre M Gregoire's Retirement Funding Solutions Experience August 2015 - Present
Job Director of Business Analysis at Retirement Funding Solutions
Industry Banking
Experience
Retirement Funding Solutions   August 2015 - Present
American Advisors Group (AAG Reverse Mortgage)   June 2014 - July 2015
American Advisors Group  February 2014 - June 2014
American Advisors Group  August 2013 - February 2014
American Advisors Group (AAG Reverse Mortgage)   July 2012 - August 2013
THINK Together  April 2012 - June 2012
Wells Fargo  August 2011 - April 2012
Tustin Mazda   2007 - 2008

Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Loan Servicing, Training, Credit, Banking, Refinance, Credit Analysis, Mortgage Underwriting, Mortgage Servicing, Underwriting, Residential Mortgages, FHA financing, Lines Of Credit, Government Loans, Reverse Mortgages, Sales, Leadership, Team Leadership, Leadership Development, Management, Operations Management, Branch Management, Finance, Home Equity Loans, Retail Banking, Team Building, FHA Financing

Education
University of California, Irvine   2010 — 2012
Bachelor, Social Psychology

Orange Coast College   2009 — 2010
Associate's degree, Social Psychology

J. Burgess Kegan,CLU, ChFC, RFP, CMPS, CRMP J. Burgess Kegan,CLU, ChFC, RFP, CMPS, CRMP Baltimore, Maryland Area Details
J. Burgess Kegan,CLU, ChFC, RFP, CMPS, CRMP's Retirement Funding Solutions Experience August 2015 - Present
Job Director of Government Affairs at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   August 2015 - Present
Retirement Funding Solutions   May 2015 - Present
Maryland Mortgage Bankers Association   May 2015 - Present
Maryland Mortgage Banker's Association   2014 - May 2015
Security One Lending  January 2011 - May 2015
Maryland Mortgage Bankers Assoc.   2010 - 2014
WCS Funding Group, Inc.d/b/a Happy Mortgage   August 2010 - January 2011
Eagle Nationwide Mortgage Company  June 2008 - August 2010

Skills
Reverse Mortgages, Mortgage Lending, Mortgage Banking, Loans, VA loans, Loan Origination, Strategic Financial..., FHA, Finance, Real Estate, First Time Home Buyers, Small Business, Refinance, Residential Mortgages, FHA financing, Certified Mortgage..., Mortgage Underwriting, Credit, Construction Loans, Government Loans, FHA Financing, Banking, VA Loans, Financial Planning

Education
University of Richmond   1966 — 1970
B.A., Psychology and Sociology

Andrew Scammon Andrew Scammon Greater Los Angeles Area Details
Andrew Scammon's Retirement Funding Solutions Experience August 2015 - Present
Job Home Equity Retirement Officer at Retirement Funding Solutions
Industry Banking
Experience
Retirement Funding Solutions   August 2015 - Present
Security One Lending; division of Reverse Mortgage Solutions (RMS)   July 2012 - Present
Chapel of Change   February 2012 - Present
Financial Planning Association of Orange County  January 2013 - December 2013
United States Coast Guard Auxiliary  September 2011 - October 2012
LLCF; The River Church   2010 - 2011
CFG Bancorp   2008 - February 2010
Saxon/Morgan Stanley   June 2004 - February 2008
National Ski Patrol  2001 - 2007
National Ski Patrol  2001 - 2007

Skills
Loans, Strategic Financial..., Mortgage Banking, Mortgage Lending, Contract Negotiation, Loan Origination, Banking, Residential Mortgages, Retirement Planning, Sales Management, Retirement, Investments, Credit, Customer Service, Strategic Planning, Refinance, Reverse Mortgages, Leadership, Reverse Mortgage, Finance, FHA, FHA financing, Credit Analysis, Real Estate, Commercial Mortgages, Foreclosures, Financial Analysis, Underwriting, Mortgage Underwriting, Financial Advisory, Investment Properties, Funding, Government Loans, Home Equity Lines of..., Mortgage Servicing, Real Estate Financing

Education
Prince George's Community College   1983 — 1984
Economics

Eric A. Hiatt Eric A. Hiatt Redding, California Area Details
Eric A. Hiatt's Retirement Funding Solutions Experience March 2015 - Present
Job Managing Partner at Retirement Funding Solutions
Industry Internet
Experience
Retirement Funding Solutions   March 2015 - Present
SAGE - Shasta Angel Group for Entrepreneurs, LLC.   January 2012 - Present
Reverse Focus   August 2006 - Present
Security One Lending  November 2006 - February 2015
Security One Lending  January 2007 - December 2012
WWMF inc   April 2001 - December 2006
North State Life Financial and Insurance Services, inc.   August 2000 - April 2002

Skills
Mortgage Lending, Reverse Mortgages, Start-ups, Loan Origination, Entrepreneurship, Team Leadership, Executive Management, Mortgage Banking, Leadership Development, Business Development, Investments, Leadership, New Business Development, Organizational..., Funding, Finance, Credit Analysis, Refinance, Banking, Residential Mortgages, Management, FHA, Underwriting, Recruiting, Loans, Selling, Marketing, Training, Internet Strategy, Credit, Sales, FHA financing, Real Estate Financing, Technology Solutions, Online Marketing, Government Loans, Risk Management, VA Loans

Education
Shasta College

Shasta High School

Rick San Vicente Rick San Vicente San Francisco Bay Area Details
Rick San Vicente's Retirement Funding Solutions Experience June 2015 - Present
Job Serving producing Reverse Mortgage Loan Officers with world class support in operations and business building strategies
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  June 2011 - June 2015
Bank of America Home Loans  2008 - May 2011
Reverse Mortgage Resources & Financial Freedom   May 2006 - April 2008

Skills
Mortgage Lending, Reverse Mortgages, Loans, Banking, Sales, Finance, Loan Origination, FHA, Public Speaking, Advertising, Mortgage Banking, Marketing, Refinance, Residential Mortgages, Presenter, Spanish, Sales Management, Team Building, Selling, Engaging Public Speaker, Retirement Planning, Executive Management, Senior Advocate

Education
University of California, Los Angeles
Bachelors, Economics

University of California, Los Angeles - The Anderson School of Management
MBA, Finance & Marketing

Joseph Ferraro Joseph Ferraro Guilford, Connecticut Details
Joseph Ferraro's Retirement Funding Solutions Experience May 2015 - Present
Job VPNortheast Regional Manager at Retirement Funding Solutions, NMLS ID 3620
Industry Financial Services
Experience
Retirement Funding Solutions   May 2015 - Present
Security 1 Lending/RMS   June 2012 - June 2015
MetLife Home Loans  July 2011 - June 2012
Wells Fargo Home Mortgage  August 2009 - July 2011
Sterling Financial Group Inc   April 1996 - September 2009
Spectrum Mortgage Bankers, Inc.   March 1994 - June 1996
Connecticut Financial Services, Inc.   February 1993 - February 1994

Skills
Completed Home Equity..., -Certified through the..., Commercial Mortgages, Mortgage Underwriting, Sales, Credit, Loan Origination, Mortgage Banking, Residential Homes, Loans, Reverse Mortgages, Refinance, Residential Mortgages, FHA financing, FHA, Home Equity, Sales Management, Investment Properties, Mortgage Lending, Finance, Mortgage Marketing, VA loans, Government Loans, Certified Mortgage..., Home Equity Lines of..., Home Equity Loans

Education
Charter Oak State College
Creative Writing Concentration

Southern CT State University
Economics

University of New Haven
Accounting

John A. Bennett John A. Bennett Stamford, Connecticut Details
John A. Bennett's Retirement Funding Solutions Experience July 2015 - Present
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security 1 Lending  August 2014 - June 2015
Liberty Home Equity Solutions  February 2013 - July 2014
Genworth Financial Home Equity Access, Inc.   April 2010 - February 2013
Wells Fargo Home Mortgage  May 2009 - February 2010
Financial Freedom Senior Funding Corporation  January 2005 - April 2009
United States Surgical Corporation  1984 - 1998
Xerox Corporation  1969 - 1980
AT&T  1968 - 1970
US Army  April 1966 - April 1968

Skills
Reverse Mortgages, Loan Origination, Credit Analysis, Strategic Financial..., Mortgage Underwriting, Investment Properties, Retirement, Insurance, Investments, Underwriting, Construction Loans, Program Management, Sales Management, Selling, Sales, Home Equity Lines of..., Seniors, Finance, Series 63, Mortgage Lending

Education
Georgetown University   1961 — 1965
BS, Foreign Service

Ron Heath Reverse Mortgage (HECM) Specialist Ron Heath Reverse Mortgage (HECM) Specialist Raleigh-Durham, North Carolina Area Details
Ron Heath Reverse Mortgage (HECM) Specialist's Retirement Funding Solutions Experience May 2015 - Present
Job MidAtlantic Area Sales Manager at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   May 2015 - Present
BNI  2012 - Present
Health Affairs Round Table   2007 - Present
Security One Lending  August 2014 - May 2015
TowneBank Mortgage  September 2011 - August 2014
TowneBank Mortgage  September 2011 - August 2014
Home Builders Association of Raleigh - Wake County  August 2012 - 2014
NRMLA   2012 - 2013
Health Affairs Round Table   2007 - 2012
Wells Fargo Home Mortgage  April 2007 - August 2011

Skills
Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA, Leadership, FHA financing, USDA, VA loans, Real Estate Financing, Residential Mortgages, Credit, Sellers, Loans, First Time Home Buyers, Investments, Nonprofits, Home Equity Lines of..., Construction Loans, Investment Properties, Certified Mortgage..., Home Equity, Credit Analysis, Underwriting, Sales, Real Estate Transactions, Refinance, Residential Homes, Banking, Finance, Loan Origination, Customer Service, Referrals, Strategic Financial..., Government Loans, Small Business, Non-Conforming, Estate Planning, Foreclosures, Mortgage Underwriting, Training, Real Estate, FHA Financing, VA Loans

Education
Appalachian State University   1982 — 1983

Cardinal Gibbons   1977 — 1981

Brian Dixon Brian Dixon Petaluma, California Details
Brian Dixon's Retirement Funding Solutions Experience July 2015 - Present
Job Reverse Mortgage Consultant
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security One Lending  February 2010 - July 2015
First Security Loan  October 1992 - February 2010
Crittendon Publishing   July 1987 - October 1988

Skills
Communication, Honesty, Experience, Reverse Mortgages, Mortgage, Retirement, Seniors, Real Estate, Mortgage Lending, Retirement Planning, Retirement Income..., Refinance, Investment Properties, Marketing, Credit, Short Sales, Loan Origination, Residential Mortgages, FHA financing, Mortgage Banking

Education
California State University-Sacramento   1984 — 1987
Bachelor of Science degree, Business Administration; Real Estate and Land Use

Santa Rosa Junior College   1982 — 1985
Associates of Arts, Business

San Marin High School, Novato CA   1979 — 1982
High School Diploma, College Prep

Marvis Baehr Marvis Baehr Des Moines, Iowa Area Details
Marvis Baehr's Retirement Funding Solutions Experience June 2015 - Present
Job Happy to announce my new company! Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Retirement Funding Solutions   October 2011 - June 2015
Security 1   June 2005 - June 2015
Security 1 Lending  June 2006 - June 2011
Wells Fargo Home Mortgage  June 2005 - June 2009

Skills
Residential Mortgages, Mortgage Banking, Reverse Mortgages, Loan Origination, Mortgage Lending, FHA, I love to help seniors..., FHA financing, Refinance, VA loans, Banking, Home Equity, Home Equity Loans, USDA, FHA Financing, Home Equity Lines of..., Certified Mortgage..., Loans, Government Loans, Credit, Underwriting, VA Loans, Credit Analysis

Education
Iowa State University   2015 — 2019
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching

Gina Shackelford Gina Shackelford Greater Los Angeles Area Details
Gina Shackelford's Retirement Funding Solutions Experience May 2015 - Present
Job Head Jv Soccer Coach & Assistant Varsity Coach at Ontario Christian High School
Industry Health, Wellness and Fitness
Experience
Retirement Funding Solutions   May 2015 - Present
Ontario Christian High School  October 2013 - Present
Women's Fitness Club   October 2000 - Present

Skills
Nutrition, Wellness, Holistic Health, Fitness, Wellness Coaching, Fitness Training, Small Business, Wellbeing, Lifestyle, Healing, Nutritional Counseling, Personal Training

Education
Cal Poly San Luis Obispo

Tom Schunk Tom Schunk Fairview, North Carolina Details
Tom Schunk's Retirement Funding Solutions Experience July 2015 - Present
Job Reverse Mortgage Consultant at Retirement Funding Solutions
Industry Banking
Experience
Retirement Funding Solutions   July 2015 - Present
Security One Lending  July 2014 - July 2015
OnTrack Financial Education and Counseling  February 2009 - July 2014

Skills
Public Speaking, Sales, Event Planning, Nonprofits, Volunteer Management, Strategic Planning, Program Development, Community Outreach, Community Development

Education
Ausburg College   1990 — 1992
Minnesota Teacher's License, Education

University of Minnesota-Twin Cities   1977 — 1979
Art History, Criticism and Conservation and Classics

St.. John's University   1973 — 1977
History and Humanities

Chris DeBord Chris DeBord Redding, California Details
Chris DeBord's Retirement Funding Solutions Experience March 2015 - Present
Job Licensed loan officer at Retirement Funding Solutions
Industry Security and Investigations
Experience
Retirement Funding Solutions   March 2015 - Present
Security One Lending  February 2013 - Present
Pre-employ.com  May 2011 - February 2013
Xtreme Fitness  January 2007 - March 2011

Skills
Sales, Salesforce.com, Customer Satisfaction, Personal Training, Performance Improvement, People Skills, Management, Business Strategy, New Business Development, Microsoft Excel, Microsoft Word, Internet, QuickBooks, Outlook, Background Checks, Employment Law, I-9 Compliance, Employment Law...

Education
Shasta College   2012 — 2014

Enterprise High School   2001 — 2005
High School Diploma

Karen Resch Karen Resch Hartford, Connecticut Area Details
Karen Resch's Retirement Funding Solutions Experience June 2015 - Present
Job HECM specialist at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Retirement Funding Solutions   June 2015 - Present
Security 1 Lending  June 2012 - June 2015
MetLife Home Loans  July 2011 - June 2012
Genworth Financial  June 2010 - June 2011
MetLife Home Loans  January 2010 - June 2010
Horizon Home Mortgage   October 2008 - December 2009
Reverse Mortgage of New England   May 2007 - October 2008
Webster Bank  October 2006 - May 2007
Travis Mortgage  January 2005 - October 2006

Skills
Regulations, Reverse Mortgages, FHA, FHA financing, Refinance, Loans, Residential Homes, Sales, Mortgage Banking, Real Estate, Credit, Loan Origination, Residential Mortgages, Home Equity Loans, Home Equity Lines of..., Mortgage Lending, Refinancings, Home Equity, Underwriting, VA loans, USDA, Loan Servicing, Mortgage Underwriting, Certified Mortgage..., Government Loans, Referrals, Mortgage Marketing, Real Estate Financing, Finance, Foreclosures, Seniors, Commercial Mortgages, Investment Properties, Mortgage Servicing, First Time Home Buyers, Commercial Lending, FHA Financing, VA Loans

Education
Roberts Wesleyan College   1972 — 1973
Music Education

Greece Arcadia High   1967 — 1971
general, general

Tom Kronen Tom Kronen Santa Barbara, California Area Details
Tom Kronen's Retirement Funding Solutions Experience August 2015 - Present
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   August 2015 - Present
Security One Lending  September 2013 - Present
Metlife Bank  January 2011 - July 2012
Bank of America  April 2009 - January 2011

Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Reverse Mortgages

Education
University of Colorado Boulder

Homa (Nadjafi) Rassouli Homa (Nadjafi) Rassouli Novato, California Details
Homa (Nadjafi) Rassouli's Retirement Funding Solutions Experience July 2015 - Present
Job Reverse Mortgage Specialist at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security 1   May 2012 - Present
1st Reverse Mortgage USA  September 2011 - May 2012
Wells Fargo Reverse Mortgage  March 1984 - September 2011
Wells Fargo  July 2006 - April 2008
Wells Fargo  February 2002 - June 2005

Skills
Refinance, Retirement, Peace Of Mind, Mortgage Lending, Reverse Mortgages, Investment Properties, Loans, FHA, Loan Origination, Investments, Real Estate, Home, Real Estate Transactions, Short Sales, Residential Homes, REO, Referrals, Single Family Homes, Mortgage Banking, Credit, Banking, Finance, Residential Mortgages, FHA financing, Real Estate Financing, Government Loans, Certified Mortgage..., Sales, FHA Financing, First Time Home Buyers

Education
Gannon University   1975 — 1978
BA, Business

Gannon University   1975 — 1978
Bachelor of Business Administration (B.B.A.), Business and Finance

Dan Casagrande Dan Casagrande San Francisco Bay Area Details
Dan Casagrande's Retirement Funding Solutions Experience July 2015 - Present
Job Reverse Mortgage Loan Officer at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security 1 Lending  October 2011 - June 2015
Wells Fargo Home Mortgage  April 2011 - August 2011
Bank of America  May 2006 - March 2011

Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loans, FHA, Loan Origination, Credit, Retirement Planning, Residential Mortgages, Home Equity, VA loans, FHA financing, Government Loans

Education
Harvard Business School
MBA, Marketing

University of Pittsburgh
BS, Cum Laude, Industrial Engineering

Steve Strauss Steve Strauss Washington D.C. Metro Area Details
Steve Strauss's Retirement Funding Solutions Experience June 2015 - Present
Job Reverse Mortgage Consultant at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  July 2012 - May 2015
MetLife  September 2011 - June 2012
Wells Fargo  December 2007 - August 2011
Buckingham Mortgage Corporation  2004 - 2006
Strauss Photo Technical Service   1980 - 2002

Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, Loan Origination, FHA financing, VA loans, Loans, Investment Properties, FHA, Banking, Credit, Customer Service

Education
The George Washington University   1975 — 1979
Bachelors, Business Administration

Dan Shackelford Dan Shackelford San Diego, California Details
Dan Shackelford's Retirement Funding Solutions Experience June 2015 - Present
Job Executive Vice President / Partner at Retirement Funding Solutions
Industry Real Estate
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  August 2007 - Present
Wells Fargo Home Mortgage  June 2006 - August 2007
Cardinal Health - Pyxis Products  August 2004 - June 2006
Stryker Orthopaedics  November 2001 - August 2004
Smith & Nephew Orthopaedics  January 1996 - November 2001

Skills
Sales Management, Mortgage Banking, FHA, Mortgage Lending, Loan Origination, Sales, FHA financing, Commercial Mortgages, Loans, Reverse Mortgages, Finance, VA loans, Investment Properties, Refinance, USDA, Marketing, First Time Home Buyers, Residential Mortgages, Real Estate, Credit, Credit Analysis, Banking, Leadership, Residential Homes, Customer Service

Education
The Master's College   1993 — 1996
BA, Business Management

Russell Doi Russell Doi San Francisco Bay Area Details
Russell Doi's Retirement Funding Solutions Experience August 2015 - Present
Job Reverse Mortgage Specialist at Retirement Funding Solutions NMLS # 328048
Industry Banking
Experience
Retirement Funding Solutions   August 2015 - Present
Security 1 Lending, a reverse mortgage lender   July 2012 - August 2015
RPM Mortgage  August 2007 - July 2012
First Residential Mortgage Consultants   June 2000 - August 2007

Skills
Refinance, FHA, Reverse Mortgages, Loans, Mortgage Lending, FHA financing, Loan Origination, Mortgage Banking, Residential Mortgages, Investment Properties, Short Sales, Certified Mortgage..., VA loans, Residential Homes, Commercial Mortgages, Real Estate, USDA, Loss Mitigation, Commercial Lending, Mortgage Marketing, First Time Home Buyers, Government Loans, Real Estate Financing, Single Family Homes, Underwriting, Leadership, Home Equity Loans, Funding, Construction Loans, REO, Well versed in Home..., Originator of HECM..., Non-Conforming, Credit, Mortgage Underwriting, Home Equity Lines of..., HECM to HECM refinance, mortgage financing for..., CA Mortgage Lending, Marketing, Finance, HUD, Loan Servicing, HECM FHA mortgage..., Reverse Mortgage..., Reverse Mortgage..., Volunteering, Volunteer Management, Business Networking, Real Estate Economics

Education
California State University-East Bay   1980 — 1984
Bachelor of Science, Business Management

El Cerrito High   1976 — 1979
High School diploma, general

Heidi Eastman Heidi Eastman Bangor, Maine Area Details
Heidi Eastman's Retirement Funding Solutions Experience March 2015 - Present
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   March 2015 - Present
Security 1 Lending  May 2014 - March 2015
National MS Society  January 2006 - May 2014

Skills
Grants, Volunteer Management, Community Development, Grant Writing, Program Management, Community Outreach, Philanthropy, Program Evaluation, Proposal Writing, Program Development, Leadership, Board Development, Non-profit..., Workshop Facilitation, Non-profits, Fundraising, Finance, Reverse Mortgage..., Nonprofits

Education
Husson University   1987 — 1991
Bachelor's degree, Finance and Financial Management Services

Eastern Maine Community College   1987 — 1989
Associate's degree, Business Administration and Management, General

Peter Klamkin Peter Klamkin Dallas/Fort Worth Area Details
Peter Klamkin's Retirement Funding Solutions Experience June 2015 - Present
Job VicePresident, Central Plains Region at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   June 2015 - Present
Security One Lending  July 2013 - Present
Liberty Home Equity Solutions  December 2011 - Present
Southwest Senior Planning   April 2011 - December 2011
Tribute Direct   February 2011 - October 2011
Financial Freedom  January 2006 - May 2009
Columbian Financial Group  1995 - 2004

Skills
Sales, Mortgage Lending, Reverse Mortgages, Mortgage Banking, FHA, Loan Origination, Loans, Residential Mortgages, Refinance, Credit, Retirement, Underwriting, FHA financing, Banking, Sales Management, Strategic Planning, Real Estate, VA loans, Financial Services, Retirement Planning

Education
Franklin Pierce University   1974 — 1976
BA, History

Barbara Bodner Barbara Bodner Miami/Fort Lauderdale Area Details
Barbara Bodner's Retirement Funding Solutions Experience July 2015 - Present
Job HECM Specialist at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   July 2015 - Present
Security One Lending  June 2012 - June 2015
MetLife Bank  March 2011 - April 2012
Bank of America  September 2007 - March 2011
TransLand Financial Services  November 1996 - September 2007

Skills
Mortgage Lending, Reverse Mortgages, Loans, Mortgage Banking, First Time Home Buyers, Refinance, Loan Origination, Credit, Investment Properties, Residential Mortgages, Banking

Education
Fairleigh Dickinson University   1968 — 1972
Bachelor of Arts, Elementary Education

Shelly Connelly Shelly Connelly Littleton, Colorado Details
Shelly Connelly's Retirement Funding Solutions Experience Reverse Mortgage ConsultantSecurity One LendingAugust 2011 - July 2015
Job Reverse Mortgage Consultant at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions   Reverse Mortgage ConsultantSecurity One LendingAugust 2011 - July 2015
Wells Fargo Home Mortgage  January 2007 - July 2011

Skills
Mortgage Lending, Loan Origination, Loans, FHA, Credit, USDA, Mortgage Banking, Reverse Mortgages, Refinance, VA Loans, FHA Financing, Residential Mortgages, Banking

Education
University of Northern Colorado
Gerontology