Transamerica Financial
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Transamerica Financial Employees
Employee
Years
Job
Industry
Brent McCormick Brent McCormick's Transamerica Financial Experience October 1990 - August 1991
Job Senior Investment ConsultantVice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 1999 - Present
HRH April 1996 - September 1999
Bartlett Agency September 1991 - April 1996
Transamerica Financial October 1990 - August 1991
Bartlett Agency February 1989 - September 1990
Skills
Series 7-General..., Series 63-Uniform..., Series 65-Uniform..., Series 9-General..., Series 10-General...
Education
University of Iowa 1984 — 1988
Bachelor's degree
Moline High school 1982 — 1984
Robert W. Baird & Co. September 1999 - Present
HRH April 1996 - September 1999
Bartlett Agency September 1991 - April 1996
Transamerica Financial October 1990 - August 1991
Bartlett Agency February 1989 - September 1990
Skills
Series 7-General..., Series 63-Uniform..., Series 65-Uniform..., Series 9-General..., Series 10-General...
Education
University of Iowa 1984 — 1988
Bachelor's degree
Moline High school 1982 — 1984
Ellen Szakin Graziano Ellen Szakin Graziano's Transamerica Financial Experience July 1996 - October 1996
Job Financial Services Professional
Industry Financial Services
Experience
Network Services Company 2001 - 2011
Unisource Worldwide August 1997 - August 2001
Harris Bank October 1996 - August 1997
Transamerica Financial July 1996 - October 1996
Household International 1991 - 1996
Household Bank 1985 - 1991
Skills
Internal Communications, SAP, AS400, Great Plains, WordPerfect, Word, Excel, PowerPoint, IBM iSeries, Management, Microsoft Word, Microsoft Excel, Loans, Accounting, Financial Analysis, Sales, Credit Analysis, Customer Service, Accounts Receivable, Sales Management, Team Building, Process Improvement
Education
Roosevelt University 2010 — 2013
BA Professional Studies - Business, Business IMC -Public Relations
University of Illinois at Chicago 1979 — 1981
Business Administration
Network Services Company 2001 - 2011
Unisource Worldwide August 1997 - August 2001
Harris Bank October 1996 - August 1997
Transamerica Financial July 1996 - October 1996
Household International 1991 - 1996
Household Bank 1985 - 1991
Skills
Internal Communications, SAP, AS400, Great Plains, WordPerfect, Word, Excel, PowerPoint, IBM iSeries, Management, Microsoft Word, Microsoft Excel, Loans, Accounting, Financial Analysis, Sales, Credit Analysis, Customer Service, Accounts Receivable, Sales Management, Team Building, Process Improvement
Education
Roosevelt University 2010 — 2013
BA Professional Studies - Business, Business IMC -Public Relations
University of Illinois at Chicago 1979 — 1981
Business Administration
Yady Marquez Yady Marquez's Transamerica Financial Experience April 2011 - June 2012
Job Database Marketing Coordinator at American Casino & Entertainment Properties
Industry Marketing and Advertising
Experience
American Casino & Entertainment Properties April 2015 - Present
Riviera Hotel & Casino August 2014 - April 2015
AE Janitorial Solutions September 2013 - July 2014
AE Janitorial Solutions December 2011 - September 2013
Transamerica Financial April 2011 - June 2012
Garman Builders 2008 - 2011
Skills
Management, Team Motivator, Finance, Marketing, Customer Service, Strategic Financial..., Financial Planning, Financial Analysis, Payroll, Accounts Receivable, Accounts Payable, Architectural Design, Graphic Design, Office Administration, Hospitality Management, Event Planning
Education
University of Phoenix 2013 — 2015
Bachelor of Business Administration (BBA), Marketing
UNLV 2008 — 2011
Architecture
College of Southern Nevada 2005 — 2008
Associate of Arts (A.A.), Architecture
American Casino & Entertainment Properties April 2015 - Present
Riviera Hotel & Casino August 2014 - April 2015
AE Janitorial Solutions September 2013 - July 2014
AE Janitorial Solutions December 2011 - September 2013
Transamerica Financial April 2011 - June 2012
Garman Builders 2008 - 2011
Skills
Management, Team Motivator, Finance, Marketing, Customer Service, Strategic Financial..., Financial Planning, Financial Analysis, Payroll, Accounts Receivable, Accounts Payable, Architectural Design, Graphic Design, Office Administration, Hospitality Management, Event Planning
Education
University of Phoenix 2013 — 2015
Bachelor of Business Administration (BBA), Marketing
UNLV 2008 — 2011
Architecture
College of Southern Nevada 2005 — 2008
Associate of Arts (A.A.), Architecture
Alexander Crawford Alexander Crawford's Transamerica Financial Experience 2012 - 2013
Job Senior Marketing Consultant at Vertical Direct Marketing Group
Industry Marketing and Advertising
Experience
Relevant Response Marketing April 2014 - Present
Black Diamond Marketing Concepts August 2013 - Present
Industrial Janitorial Services August 2013 - January 2014
Big Block Realty November 2012 - June 2013
Transamerica Financial 2012 - 2013
The Fraser Financial Group LLP August 2012 - October 2012
Ken Fowler Auto Center October 2011 - June 2012
Straightedge Painting February 2010 - June 2011
CollegeWorks Painting March 2009 - September 2010
Mendocino County Counsel June 2008 - August 2008
Skills
Sales, Recruiting, Retirement, Training, PowerPoint, Invoicing, Lead Generation, Marketing, QuickBooks, Start-ups, Strategic Partnerships, Coaching, New Business Development, Negotiation, Insurance, Leadership, Social Media, Sales Management
Education
University of California, Davis 2009 — 2011
Political Science, Philosophy
Relevant Response Marketing April 2014 - Present
Black Diamond Marketing Concepts August 2013 - Present
Industrial Janitorial Services August 2013 - January 2014
Big Block Realty November 2012 - June 2013
Transamerica Financial 2012 - 2013
The Fraser Financial Group LLP August 2012 - October 2012
Ken Fowler Auto Center October 2011 - June 2012
Straightedge Painting February 2010 - June 2011
CollegeWorks Painting March 2009 - September 2010
Mendocino County Counsel June 2008 - August 2008
Skills
Sales, Recruiting, Retirement, Training, PowerPoint, Invoicing, Lead Generation, Marketing, QuickBooks, Start-ups, Strategic Partnerships, Coaching, New Business Development, Negotiation, Insurance, Leadership, Social Media, Sales Management
Education
University of California, Davis 2009 — 2011
Political Science, Philosophy
Paulette Alves CMP,CSP Paulette Alves CMP,CSP's Transamerica Financial Experience June 2009 - Present
Job Associate Broker at About Sales Inc. Realty
Industry Real Estate
Experience
Transamerica Financial June 2009 - Present
About Sales Inc February 2007 - Present
Broker Price Opinions October 2005 - Present
About Sales Inc. Realty February 2004 - Present
About Sales Inc February 2004 - Present
Paul Thomas Homes February 2004 - February 2007
Pulte Homes November 2002 - February 2004
Paul Thomas Homes November 2000 - February 2004
Sharon McSwain Homes January 2000 - November 2002
BellSouth Mobility August 1990 - November 2000
Skills
Sales, Marketing, Contract Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Advertising, Training, Call Center, Human Resources, E-business, Selling, Luxury, Investment Properties, REOPRO, NABPOP
Education
American InterContinental University
A.A, International Business
American InterContinental University
A.A, International Business
American InterContinental University 1995 — 1997
Associates, International Business
Transamerica Financial June 2009 - Present
About Sales Inc February 2007 - Present
Broker Price Opinions October 2005 - Present
About Sales Inc. Realty February 2004 - Present
About Sales Inc February 2004 - Present
Paul Thomas Homes February 2004 - February 2007
Pulte Homes November 2002 - February 2004
Paul Thomas Homes November 2000 - February 2004
Sharon McSwain Homes January 2000 - November 2002
BellSouth Mobility August 1990 - November 2000
Skills
Sales, Marketing, Contract Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Advertising, Training, Call Center, Human Resources, E-business, Selling, Luxury, Investment Properties, REOPRO, NABPOP
Education
American InterContinental University
A.A, International Business
American InterContinental University
A.A, International Business
American InterContinental University 1995 — 1997
Associates, International Business
Swayne Stan Scott, RMA - CRC's Transamerica Financial Experience August 1995 - February 1997
Job Commercial Lending and Risk Management Professional
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
First Capital May 2012 - December 2013
First Capital January 2011 - May 2012
First Capital January 2006 - December 2010
First Capital February 1997 - December 2005
Transamerica Financial August 1995 - February 1997
First Capital January 1994 - August 1995
NationsBank September 1989 - January 1994
Texas Bank of Garland May 1988 - September 1989
Skills
Asset Based Lending, Commercial Lending, Credit Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Cash Flow Lending, Due Diligence, Factoring, Trade Finance, Mergers & Acquisitions, Leveraged Lending, Underwriting, Loans
Education
University of North Texas
MBA, Finance
University of North Texas
BBA, Finance
Wells Fargo August 2014 - Present
First Capital May 2012 - December 2013
First Capital January 2011 - May 2012
First Capital January 2006 - December 2010
First Capital February 1997 - December 2005
Transamerica Financial August 1995 - February 1997
First Capital January 1994 - August 1995
NationsBank September 1989 - January 1994
Texas Bank of Garland May 1988 - September 1989
Skills
Asset Based Lending, Commercial Lending, Credit Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Cash Flow Lending, Due Diligence, Factoring, Trade Finance, Mergers & Acquisitions, Leveraged Lending, Underwriting, Loans
Education
University of North Texas
MBA, Finance
University of North Texas
BBA, Finance
Audra Nelson Bailey Audra Nelson Bailey's Transamerica Financial Experience May 1996 - September 1996
Job Broker Associate at CENTURY 21®
Industry Real Estate
Experience
CENTURY 21® March 2015 - Present
Astra Zeneca LP Us June 2001 - March 2012
Muro Pharmaceutical June 2000 - March 2001
Norwest Finanacial, Inc. September 1996 - June 2000
Transamerica Financial May 1996 - September 1996
First National Bank of North Dakota now (Alerus Financial) October 1989 - April 1996
Skills
Achievment focused, Customer Relations, Communication and..., Organizational &..., Self motivated, Proficient in Microsoft..., Negotiation, Sales, Customer Service, Marketing, New Business Development, Leadership, Sales Management, Real Estate
Education
Colorado Technical University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Summa Cum Laude
University of Minnesota Crookston
Associate of Arts and Sciences (A.A.S.), Tourism and Travel Services Management and Word and Information Processing
CENTURY 21® March 2015 - Present
Astra Zeneca LP Us June 2001 - March 2012
Muro Pharmaceutical June 2000 - March 2001
Norwest Finanacial, Inc. September 1996 - June 2000
Transamerica Financial May 1996 - September 1996
First National Bank of North Dakota now (Alerus Financial) October 1989 - April 1996
Skills
Achievment focused, Customer Relations, Communication and..., Organizational &..., Self motivated, Proficient in Microsoft..., Negotiation, Sales, Customer Service, Marketing, New Business Development, Leadership, Sales Management, Real Estate
Education
Colorado Technical University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Summa Cum Laude
University of Minnesota Crookston
Associate of Arts and Sciences (A.A.S.), Tourism and Travel Services Management and Word and Information Processing
Michael LeSenne Michael LeSenne's Transamerica Financial Experience December 1991 - June 1997
Job Insurance Agent
Industry Insurance
Experience
American Family Insurance November 2000 - Present
Advanta Mortgage September 1997 - September 2000
Transamerica Financial December 1991 - June 1997
US Navy November 1983 - November 1991
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Term Life Insurance, Insurance, General Insurance, Legal Liability, Liability, Life Insurance, Commercial Lines, Homeowners, Licensed Property &..., Marine Insurance, Disability Insurance, Liability Analysis, Professional Liability, Sales, Team Building, Employment Practices..., Microsoft Office, Mortgage Lending, Motorcycle, Casualty Insurance, Renters, Universal Life, Inland Marine, Customer Service, Whole Life, Workers Compensation, Management, RV, Fixed Annuities, Public Speaking
Education
Old Dominion University 1984 — 1986
Associate's degree, Business Administration and Management, General
American Family Insurance November 2000 - Present
Advanta Mortgage September 1997 - September 2000
Transamerica Financial December 1991 - June 1997
US Navy November 1983 - November 1991
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Casualty, Term Life Insurance, Insurance, General Insurance, Legal Liability, Liability, Life Insurance, Commercial Lines, Homeowners, Licensed Property &..., Marine Insurance, Disability Insurance, Liability Analysis, Professional Liability, Sales, Team Building, Employment Practices..., Microsoft Office, Mortgage Lending, Motorcycle, Casualty Insurance, Renters, Universal Life, Inland Marine, Customer Service, Whole Life, Workers Compensation, Management, RV, Fixed Annuities, Public Speaking
Education
Old Dominion University 1984 — 1986
Associate's degree, Business Administration and Management, General
Val McCaw Gill's Transamerica Financial Experience 1992 - 1996
Job Sr. Process Analyst at CenturyLink
Industry Telecommunications
Experience
CenturyLink March 1998 - September 2015
Transamerica Financial 1992 - 1996
GE Capital 1981 - 1992
Skills
Vendor Management, Telecommunications, Cross-functional Team..., PMP, Process Improvement, PMO, Business Process, Requirements Analysis, Call Center, Business Requirements, Business Process...
Education
Catawba College 1975 — 1979
BA
Bowman High School
CenturyLink March 1998 - September 2015
Transamerica Financial 1992 - 1996
GE Capital 1981 - 1992
Skills
Vendor Management, Telecommunications, Cross-functional Team..., PMP, Process Improvement, PMO, Business Process, Requirements Analysis, Call Center, Business Requirements, Business Process...
Education
Catawba College 1975 — 1979
BA
Bowman High School
Mindy Goldstein Mindy Goldstein's Transamerica Financial Experience January 2008 - January 2012
Job Operations Management at Transamerica Financial Advisors, Inc.
Industry Accounting
Experience
Transamerica Financial Advisors, Inc. October 2008 - Present
Integrated Taxes November 2008 - July 2012
TRANSAMERICA FINANCIAL January 2008 - January 2012
Key Equipment Finance January 2006 - November 2008
KeyBank January 2006 - January 2008
Delta Airlines 1996 - 2006
Skills
Forecasting, Process Improvement, Accounts Payable, Finance, Budgets, Account Reconciliation, Auditing, Customer Service, Microsoft Excel, QuickBooks, General Ledger, Financial Statements, Variance Analysis, PeopleSoft, Pricing, Financial Modeling
Education
University of Colorado at Denver 2006 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Denver 1991 — 1996
Bachelor's degree, Chinese Studies
Transamerica Financial Advisors, Inc. October 2008 - Present
Integrated Taxes November 2008 - July 2012
TRANSAMERICA FINANCIAL January 2008 - January 2012
Key Equipment Finance January 2006 - November 2008
KeyBank January 2006 - January 2008
Delta Airlines 1996 - 2006
Skills
Forecasting, Process Improvement, Accounts Payable, Finance, Budgets, Account Reconciliation, Auditing, Customer Service, Microsoft Excel, QuickBooks, General Ledger, Financial Statements, Variance Analysis, PeopleSoft, Pricing, Financial Modeling
Education
University of Colorado at Denver 2006 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Colorado at Denver 1991 — 1996
Bachelor's degree, Chinese Studies
R Linda Meyerhoeffer's Transamerica Financial Experience 1989 - 1989
Job Results Oriented Leader and Coach
Industry Financial Services
Experience
West Community Credit Union October 2008 - August 2012
Excellence in Missouri Foundation April 2011 - November 2011
Firemans Fund Insurance 2006 - 2006
West Community Credit Union 2005 - 2006
Citibank 2005 - 2005
GMAC Insurance 2001 - 2005
Fireman's Fund Direct 1997 - 2001
Safeco Insurance 1993 - 1997
Citibank 1990 - 1993
Transamerica Financial 1989 - 1989
Skills
Sales Process, Loss Mitigation, Organizational..., Underwriting, Process Improvement, Coaching, Strategic Planning, Customer Service, Operations Management, Performance Management, Call Center, Leadership, Management, Analysis, Vendor Management, Insurance, Training, Call Centers, Strategy, Customer Satisfaction, Project Management, Risk Management, Team Building, Account Management, Banking, Loans, Sales, Change Management, Sales Management, Business Analysis, Credit, Customer Retention, Finance, Mortgage Lending, Executive Management, Consumer Lending, Relationship Management, Mortgage Banking, Loan Origination, Retail Banking, Financial Analysis, Commercial Banking, Commercial Lending, Customer Experience, Credit Unions, Credit Analysis, Branch Banking
Education
University of Missouri-Columbia, College of Business
BSBA, Finance
West Community Credit Union October 2008 - August 2012
Excellence in Missouri Foundation April 2011 - November 2011
Firemans Fund Insurance 2006 - 2006
West Community Credit Union 2005 - 2006
Citibank 2005 - 2005
GMAC Insurance 2001 - 2005
Fireman's Fund Direct 1997 - 2001
Safeco Insurance 1993 - 1997
Citibank 1990 - 1993
Transamerica Financial 1989 - 1989
Skills
Sales Process, Loss Mitigation, Organizational..., Underwriting, Process Improvement, Coaching, Strategic Planning, Customer Service, Operations Management, Performance Management, Call Center, Leadership, Management, Analysis, Vendor Management, Insurance, Training, Call Centers, Strategy, Customer Satisfaction, Project Management, Risk Management, Team Building, Account Management, Banking, Loans, Sales, Change Management, Sales Management, Business Analysis, Credit, Customer Retention, Finance, Mortgage Lending, Executive Management, Consumer Lending, Relationship Management, Mortgage Banking, Loan Origination, Retail Banking, Financial Analysis, Commercial Banking, Commercial Lending, Customer Experience, Credit Unions, Credit Analysis, Branch Banking
Education
University of Missouri-Columbia, College of Business
BSBA, Finance
Rosalinda Compean's Transamerica Financial Experience May 1995 - February 1997
Job Home Loan Consultant NMLS #258932
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
imortgage June 2014 - Present
Cesar Chavez Foundation 2013 - March 2014
Universal American Mortgage of California August 2004 - July 2013
New Century Mortgage January 1998 - August 2003
Advanta Finance February 1997 - December 1997
TransAmerica Financial May 1995 - February 1997
Skills
Mortgage Lending, Sales, Customer Service, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Refinance, VA loans, Loans, USDA, FHA financing, Finance, Credit Analysis, Credit
Education
San Joaquin Valley College-Fresno
Certification, Health/Health Care Administration/Management
Wells Fargo August 2015 - Present
imortgage June 2014 - Present
Cesar Chavez Foundation 2013 - March 2014
Universal American Mortgage of California August 2004 - July 2013
New Century Mortgage January 1998 - August 2003
Advanta Finance February 1997 - December 1997
TransAmerica Financial May 1995 - February 1997
Skills
Mortgage Lending, Sales, Customer Service, Mortgage Banking, Loan Origination, FHA, Residential Mortgages, Refinance, VA loans, Loans, USDA, FHA financing, Finance, Credit Analysis, Credit
Education
San Joaquin Valley College-Fresno
Certification, Health/Health Care Administration/Management
Denise Wiley's Transamerica Financial Experience January 1989 - January 1993
Job Volunteer / stay at home mom
Industry Financial Services
Experience
Alliance Title of Brevard January 2002 - January 2004
Nations Title Agency of Florida, Inc January 2002 - January 2002
Percepta January 2001 - January 2002
Old Kent Mortgage Co January 1999 - January 2001
MCA Mortgage Corporation January 1996 - January 1999
Ford Consumer Finance January 1993 - January 1996
Custom Mortgage January 1993 - January 1993
Transamerica Financial January 1989 - January 1993
Continental Land Title January 1988 - January 1989
Skills
Public Speaking, Nonprofits, Customer Service, Microsoft Office, Fundraising, Event Planning, Community Outreach, Social Media, Microsoft Excel, Research, Sales, Social Networking, Public Relations, Marketing, Contract Negotiation, Loans, Management, Social Media Marketing, Leadership, Team Building, Advertising, Non-profits, Training, Event Management, Strategic Planning, Project Planning, Project Management
Education
Miami University 1984 — 1988
Bachelor’s Degree, Philosophy
Alliance Title of Brevard January 2002 - January 2004
Nations Title Agency of Florida, Inc January 2002 - January 2002
Percepta January 2001 - January 2002
Old Kent Mortgage Co January 1999 - January 2001
MCA Mortgage Corporation January 1996 - January 1999
Ford Consumer Finance January 1993 - January 1996
Custom Mortgage January 1993 - January 1993
Transamerica Financial January 1989 - January 1993
Continental Land Title January 1988 - January 1989
Skills
Public Speaking, Nonprofits, Customer Service, Microsoft Office, Fundraising, Event Planning, Community Outreach, Social Media, Microsoft Excel, Research, Sales, Social Networking, Public Relations, Marketing, Contract Negotiation, Loans, Management, Social Media Marketing, Leadership, Team Building, Advertising, Non-profits, Training, Event Management, Strategic Planning, Project Planning, Project Management
Education
Miami University 1984 — 1988
Bachelor’s Degree, Philosophy
Beti (Ajam) Cohen's Transamerica Financial Experience May 2014 - Present
Job Registered Representative at Transamerica Financial
Industry Financial Services
Experience
Transamerica Financial May 2014 - Present
Insurance Agency August 2013 - May 2014
Private Client August 2013 - May 2014
Tuttnauer June 2013 - July 2013
World Financial Group (WFG) December 2009 - December 2011
Ameriprise Financial Advisors October 2006 - December 2009
Real Estate August 2001 - August 2006
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Asset Managment, Project Management, Finance, Microsoft Office, Insurance, Strategic Planning, Microsoft Excel, Mutual Funds, Small Business, Analysis, Estate Planning, Project Planning, Wealth Management, PowerPoint, Real Estate
Education
Tel Aviv University 2011 — 2012
Master's degree, Environmental Studies
City University of New York 2007 — 2008
MALARCH, Landscape Architecture
Parsons School of Design 2005 — 2006
Certificate, Interior Design
New York University 2001 — 2004
BA, Urban Design and Architecture minor Studio Art
Transamerica Financial May 2014 - Present
Insurance Agency August 2013 - May 2014
Private Client August 2013 - May 2014
Tuttnauer June 2013 - July 2013
World Financial Group (WFG) December 2009 - December 2011
Ameriprise Financial Advisors October 2006 - December 2009
Real Estate August 2001 - August 2006
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Asset Managment, Project Management, Finance, Microsoft Office, Insurance, Strategic Planning, Microsoft Excel, Mutual Funds, Small Business, Analysis, Estate Planning, Project Planning, Wealth Management, PowerPoint, Real Estate
Education
Tel Aviv University 2011 — 2012
Master's degree, Environmental Studies
City University of New York 2007 — 2008
MALARCH, Landscape Architecture
Parsons School of Design 2005 — 2006
Certificate, Interior Design
New York University 2001 — 2004
BA, Urban Design and Architecture minor Studio Art
Richard J. Gaughan's Transamerica Financial Experience 2012 - 2013
Job Experienced Equity Sales/Trader & Department Manager
Industry Financial Services
Experience
Transamerica Financial 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - January 2012
Shoreline Trading Group LLC 2007 - 2010
Strome Partners 2002 - 2007
Bear Stearns 1983 - 2002
Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...
Education
Long Beach City College 1981 — 1983
AA, Business
Roman Catholic High 1969 — 1973
Business
Transamerica Financial 2012 - 2013
Ameriprise Financial Services, Inc. 2010 - January 2012
Shoreline Trading Group LLC 2007 - 2010
Strome Partners 2002 - 2007
Bear Stearns 1983 - 2002
Skills
Series 7, Series 63, Securities, Equities, Mutual Funds, Retirement Planning, Options, Investments, Wealth Management, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Advisory, Variable Annuities, Equity Trading, FINRA, Asset Management, Capital Markets, Trading, Financial Modeling, Financial Markets, Derivatives, Investment Banking, Relationship Management, Bonds, 401k, Long-term Care, Retirement, Investment Management, Strategic Financial..., Hedge Funds, Investment Strategies, Bloomberg, Fixed Income, Wealth Management..., Series 65, Financial Services, Alternative Investments, CA Insurance License, Disability Insurance, Insurance, Life Insurance, Trading Systems, Valuation, Financial Advisory, Risk Management, Separately Managed...
Education
Long Beach City College 1981 — 1983
AA, Business
Roman Catholic High 1969 — 1973
Business
Bob Patel's Transamerica Financial Experience June 1995 - July 1997
Job Branch Manager at American Mortgage & Equity Consultants NMLS 103451/Branch NMLS835864/CO. NMLS150953
Industry Financial Services
Experience
American Mortgage & Equity Consultants October 2011 - Present
Summit Mortgage Corporation April 2008 - October 2011
Ameriquest Mortgage June 1997 - May 2006
Transamerica Financial June 1995 - July 1997
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Management, Sales, Loans, USDA, Real Estate, VA loans, Residential Mortgages, Loan Origination, Banking, Credit, FHA financing, FHA Financing, VA Loans
Education
University of Minnesota Duluth 1992 — 1996
BA, Economics
American Mortgage & Equity Consultants October 2011 - Present
Summit Mortgage Corporation April 2008 - October 2011
Ameriquest Mortgage June 1997 - May 2006
Transamerica Financial June 1995 - July 1997
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Management, Sales, Loans, USDA, Real Estate, VA loans, Residential Mortgages, Loan Origination, Banking, Credit, FHA financing, FHA Financing, VA Loans
Education
University of Minnesota Duluth 1992 — 1996
BA, Economics
Eric B. Briley's Transamerica Financial Experience October 2011 - December 2011
Job Attended Stetson University College of Law
Industry Financial Services
Experience
Organizing For America October 2012 - November 2012
Transamerica Financial October 2011 - December 2011
1stUnited Bank August 2008 - August 2009
McManus Financial May 2005 - August 2005
Education
Stetson University College of Law
Juris Doctor
Florida State University
Bachelors of Science, Accounting and Finance
Organizing For America October 2012 - November 2012
Transamerica Financial October 2011 - December 2011
1stUnited Bank August 2008 - August 2009
McManus Financial May 2005 - August 2005
Education
Stetson University College of Law
Juris Doctor
Florida State University
Bachelors of Science, Accounting and Finance