Triton Funding Group
Address: 61 Florence St, Marlborough, MA 01752 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (508) 480-8383 Appointments: tritonfinancialgroup.com: : Category: : : Place name: Website: : : Website: https://tritonfinancialgroup.com/?utm_source=google&utm_medium=local&utm_campaign=gmb Category: Financial Planner 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 Triton Financial Group, Inc. Posting publicly on the Web Write a review Reviews 1 Google review From Triton Financial Group, Inc. "An independent financial advisory firm that offers comprehensive financial planning and wealth management for individuals and businesses. The vision for Triton Financial is to provide all investors sound investment Triton Financial's mission is to...More "An independent financial advisory firm that offers comprehensive financial planning and wealth management for individuals and businesses. The vision for Triton Financial is to provide all investors sound investment Triton Financial's mission is to become indispensable in helping clients make smart financial decisions through highly personalized service, trust and integrity. To implement our mission requires a diversity of skills and expertise in many areas including portfolio management, insurance planning, tax management, estate planning and other critical related areas. Every investment account is managed separately and customized with individual stocks, bonds and mutual funds to match the client's risk level and investment objectives."
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Triton Funding Group Employees
Opes Advisors June 2010 - Present
Residential Pacific Mortgage January 2007 - June 2010
Triton Funding Group November 2002 - January 2007
Education
Cornell University 1997 — 2001
French American International School 1992 — 1997
High School
Guarantee Mortgage October 2007 - Present
Triton Funding Group June 2005 - October 2007
Guarantee Mortgage August 1992 - June 2005
Adams, Duque & Hazeltine May 1989 - June 1992
Crosby, Heafey, Roach & May August 1987 - May 1989
Skills
First Time Home Buyers, Investment Properties, Second Homes, Refinance, Condos, Residential Mortgages, Mortgage Lending, Real Estate Investment..., FHA, Jumbo Mortgage, Home Equity Loans, Conventional, Tenants in Common, Debt Consolidation, Bridge Financing, Post-Divorce Financing, Inheritance Financing, Move-Up Buyers, Single Family Homes, Condo Conversion, TIC, Real Estate Financing, FHA financing, Vacation Homes, Multi Unit, Real Property, Real Estate, Real Estate Transactions, First Time Buyers, Real Estate Economics, Purchase Financing, Loan Origination, Home Equity Lines of..., Bridge Loans, Property, Investors, Move Up Buyers, VA loans, Referrals, Residential Homes, Sellers, Construction Loans, Finance, Certified Mortgage..., Mortgage Banking
Education
University of California, Hastings College of the Law 1984 — 1987
J.D., Litigation
San Francisco State University, College of Business 1979 — 1983
B.A., Business Administration, emphasis in Finance
Solavie August 2013 - Present
Red Admiral Group LLC August 2012 - Present
Xerox October 2009 - May 2014
Triton Funding Group February 2000 - April 2003
Skills
Troubleshooting, Call Centers, Customer Satisfaction, Process Improvement, Technical Support, Filing, Copying, 10 Key, Document Management, Document Review, Pay Close Attention to..., Document Drafting, Receptionist Duties, Loan Origination, REO, Trash Outs, Winterization, Lockout, Evictions, Maid Service, Invoicing, Accounts Payable, Accounts Receivable, Employee Training, Real Estate, Telecommunications, Investment Advisory, Printers, Lotus Notes, Customer Support, BPO, Help Desk Support, Software Documentation
Education
Houston Community College 2010 — 2015
Finance, General
Laney College 2000 — 2001
General Studies
Azari Franchise LLC September 2014 - Present
Azari Property Management, The Azari Group Real Estate, Inc. October 2006 - Present
Security Financial Services June 2004 - October 2006
Triton Funding Group August 2003 - February 2004
AMS; Aviation Management Services 1999 - 2001
Skills
Top Negotiator, Right on the point, Sincere, Mortgage Lending, Loans, Bilingual, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Corporate Tax, Managerial Finance, Financial Risk, Capital Budgeting, Budget Process, Operations Management, Operating Budgets, Budget Reconciliation, Strategic Negotiations, Contract Negotiation, Human Resources, Sales Management, Short Sales, Sales Tax, Negotiation, Finance
Education
Northrop University 1976 — 1977
MBA, Business Management
UCLA Anderson School of Management 1976 — 1976
credits towards MBA, MBA General
Sierra Pacific Mortgage March 2012 - February 2014
MetLife Home Loans January 2009 - March 2012
Triton Funding Group 2003 - 2008
First Republic Bank 1998 - 2003
Skills
Mortgage Lending, Refinance, Mortgage, Loans, FHA, FHA financing, Credit, REO, Mortgage Banking, Sales, Loan Origination, Investment Properties, Residential Mortgages, Insurance, Customer Service, Underwriting, Mortgage Underwriting, First Time Home Buyers, Management, VA loans, USDA, Real Estate, Banking, Credit Analysis, Loss Mitigation, Loan Servicing, Real Estate Financing, Reverse Mortgages
Education
Southern Arkansas University 1974 — 1978
BME, Music Education
El Dorado High School
High School
Marketo June 2015 - Present
Balihoo February 2013 - May 2015
Balihoo October 2012 - January 2013
Balihoo March 2012 - September 2012
Balihoo July 2011 - February 2012
Bank of America May 2010 - June 2011
Wells Fargo Home Mortgage September 2005 - May 2010
Triton Funding Group October 2002 - September 2005
Skills
Lead Generation, Social Media, Direct Sales, Integrated Marketing, Sales Process, Email Marketing, Web Marketing, Solution Selling, Marketing Management, New Business Development, Product Marketing, Direct Marketing, CRM, Analytics, Enterprise Software, Demand Generation, Leadership, Online Marketing, Marketing, Sales, Strategy, Business Development, Account Management, Sales Management
Education
Fordham University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing, Advertising
Opes Advisors June 2010 - Present
Residential Pacific Mortgage March 2008 - August 2010
Triton Funding Group June 2003 - February 2008
Rockland Financial September 2002 - May 2003
Jones Lange LaSalle April 2001 - January 2002
Ninth House Network September 1999 - September 2000
Franklin Templeton Investments July 1998 - June 1999
Education
Claremont McKenna College 1994 — 1998
BA, Government / Econmics
Autodesk December 2014 - Present
Autodesk August 2011 - October 2013
Netflix August 2010 - October 2010
Kaizen Group November 2007 - July 2010
Triton Funding Group April 2005 - November 2007
Shutterfly, Inc. October 2004 - December 2004
Shutterfly, Inc. April 2000 - October 2002
Skills
Product Management, Management, Channel Partners, Account Management, SaaS, Cross-functional Team..., Team Building, Program Management, Strategic Planning, Process Improvement, Start-ups, Business Development, Salesforce.com, Project Management, Competitive Analysis, Strategic Partnerships, E-commerce, Finance, Sales Operations, Analytics, Enterprise Software, CRM
Education
Cal Poly SLO
B.S., Industrial Engineering
Porter Novelli March 2014 - Present
Independent Consultant April 2013 - March 2014
Anthem! October 2012 - March 2013
NHI June 2012 - November 2012
Square1Strategy Building, LLC August 2006 - August 2012
NeoMagic 2004 - 2006
Triton Funding Group 2003 - 2004
Planetweb 2001 - 2003
CaseCentral 1999 - 2001
Skills
Business Planning, Start-ups, Venture Capital, Business Strategy, Business Development, Entrepreneurship, Mergers, New Business Development, Strategic Planning, Strategic Partnerships, Marketing Strategy, Competitive Analysis, Strategy, Negotiation, Digital Marketing, Lead Generation, Product Development, Mergers & Acquisitions, Sales, Online Marketing, SaaS, Salesforce.com, Integrated Marketing, Contract Negotiation, Marketing, Product Marketing, Due Diligence, Social Media, Marketing Communications, Public Relations, Product Management, Digital Media, E-commerce, Team Leadership, Management, Social Media Marketing, Go-to-market Strategy, SEO, Leadership, CRM, Solution Selling, Account Management, Advertising, Team Building, Financial Analysis, B2B, Analytics, Management Consulting, Cross-functional Team..., Budgets
Education
Georgetown University
BS
Guaranteed Rate May 2014 - Present
Guarantee Mortgage May 2012 - May 2014
One World Fair Trade 2008 - 2010
Triton Funding Group June 2005 - August 2007
Skills
Primary Research, College Composition, Salesforce.com, Encompass, Loans, Microsoft Office, Finance, Event Planning
Education
University of California, Berkeley
Bachelor of Arts (B.A.), History, Post Modern Western European
Chloe Jackman Photography 2008 - Present
Triton Funding Group 2005 - 2008
Skills
Sales, Team Building, Referrals, Wedding Photography, Portrait Photography, Portraits, Family Photography, engagements, Event Photography, corporate event..., head shots, headshots, newborn photography, Photography, Engagements, Headshots, Nonprofits, Art, Photoshop, Fine Art Photography, Image Editing, Documentaries, Digital Photography, Social Media
Education
UCSB 2000 — 2004
BA in Law & Society
UCSB 2000 — 2004
BS Law & Society
Bank of America December 2014 - January 2015
Guarantee Mortgage 2007 - 2014
Triton Funding Group 2007 - 2007
Athena Capital Advisors 2005 - 2007
Triton Funding Group 2004 - 2005
Triton Funding Group 2003 - 2003
UBS PaineWebber 2000 - 2002
Skills
California Department..., Nationwide Mortgage..., Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Fixed Income, Home Equity Loans, Loan Origination, Residential Mortgages, Real Estate Financing, Real Estate Economics, Wealth Management, Credit
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
Williams College 1996 — 2000
BA, Economics
Mary Institute and St. Louis Country Day School 1992 — 1996
General Mortgage Capital Corporation August 2014 - Present
Partner Equity January 2012 - July 2014
Opes Advisors June 2010 - October 2011
Residential Pacific Mortgage, Inc April 2008 - June 2010
Triton Funding Group 2006 - 2008
SOURCING SOLUTIONS August 2002 - October 2007
Skills
Business Statistics, Sales Excellence, FHA, Construction Loans, Mortgage Lending, Loans, Real Estate, VA loans, Refinance, Investment Properties, Loan Origination, First Time Home Buyers, Mortgage Banking, Credit, Residential Mortgages, Investments, Banking, Real Estate Economics, Referrals, Residential Homes, Commercial Mortgages, Commercial Lending, Commercial Real Estate, Selling, Mortgage Marketing, Real Estate Financing, Sales, Reverse Mortgages
Education
Bernard Baruch College 1974 — 1976
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
State University of New York College at Buffalo 1974 — 1976
Bachelor of Science, Marketing Management
Guaranteed Rate Mortgage NMLS 246293 November 2014 - Present
Wells Fargo Home Mortgage December 2013 - October 2014
RPM Mortgage Inc February 2013 - December 2013
Guarantee Mortgage October 2008 - January 2013
Opes Advisors January 2008 - October 2008
Triton Funding Group June 1999 - December 2007
Grubb & Ellis Commercial Real Estate August 1991 - October 1994
Landmark Education January 1990 - November 1991
Skills
Mortgage, Refinance, Purchase, Real Estate, Loans, Mortgage Lending, Real Estate Economics, Mortgage Banking, Investment Properties, First Time Home Buyers, Investors, Finance, Residential Homes, Real Estate Financing, Small Business, Condos, Residential Mortgages, Commercial Real Estate, FHA, Real Estate Transactions, Sellers
Education
Middlebury College 1986 — 1986
B.A., History and Ancient Greek Language & Literature
Iolani School 1976 — 1982
Prep School
Havens Elementary (Piedmont, CA) 1972 — 1976
PhD in Math and Flag Football
The O'Shea Net Lease Advisory of BRC Advisors June 2015 - Present
Net Lease Advisory firm in SF Bay Area May 2014 - February 2015
Marcus & Millichap October 2013 - April 2014
Maven Commercial Maven Financial Maven Wealth September 2006 - October 2013
Investment Property Capital August 2005 - December 2006
Princeton Capital (in-house, Coldwell Banker) July 2004 - August 2005
Triton Funding Group July 2001 - July 2004
Skills
Investment Properties, Real Estate, Financial / Wealth..., Non-profits, Solar Energy, Mortgage Lending, Business Development, Sales & Marketing, Event Planning, Mortgage Banking, Residential Mortgages, Loan Origination, Loans, Nonprofits, Residential Homes, Wealth, Refinance, Investments, Real Estate Development, Real Estate Financing, Strategies, Commercial Real Estate, Finance, Sellers, Banking, Small Business, Property Management, Relocation, Brokerage, Real Estate Transactions, Condos, Referrals, Entrepreneurship, Contract Negotiation, Property, Leases, First Time Home Buyers, Real Estate Economics, Rentals, Buyer Representation, Seller Representation
Education
CCIM Candidate 2015 — 2017
Commercial Investment Real Estate
California School of Professional Psychology
was in PhD program, Psychology
Golden Gate University
Graduate work in Psychology
University of California, Berkeley
BA, Legal Studies, Accounting Minor
Wells Fargo Private Bank June 2015 - Present
Opes Advisors June 2010 - May 2015
RPM Mortgage Inc February 2008 - June 2010
Triton Funding Group February 2007 - February 2008
JPMorgan Chase April 2006 - February 2007
Skills
Mortgage Lending, Purchase Transactions, Refinance, Loans, Credit Analysis, FHA, Loan Origination, Mortgage Underwriting, VA Loans, Investment Properties, Banking
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), General Business
The Upper Crust Bakery & Cafe July 2010 - May 2015
Target October 2012 - December 2012
Associated Pension Consultants December 2005 - April 2006
Triton Funding Group September 2003 - August 2004
New Century Mortgage June 2002 - September 2003
Chase Manhatten Mortgage Corp February 1999 - December 2001
Education
Butte College 2010 — 2014
Certificate - Medical Office Administration (2013) & Computer Applications (2010), Medical Office Management/Administration, A
The Social Edge April 2013 - Present
The Social Edge April 2013 - Present
Valeant Pharmaceuticals April 2011 - January 2013
MEDICIS PHARMACEUTICAL CORP. January 2009 - July 2010
Medicis January 2008 - January 2009
TRITON FUNDING GROUP January 2007 - 2008
JPMORGAN CHASE BANK October 2006 - January 2007
THE MARK COMPANY January 2005 - October 2006
ECONOMIC RESEARCH SERVICES (ERS) GROUP January 2002 - August 2004
Skills
Account Management, Business Development, Selling, Marketing, Territory Management, Market Share, New Business Development, Strategic Planning, Salesforce.com, Sales Operations, Sales, Competitive Analysis, Sales Force Development, Program Management, Medical Devices, Sales Process, CRM, Management, Product Launch, Leadership, Sales Management
Education
University of California, Davis 1995 — 2001
Bachelor of Arts, International Relations / Economics
Université de Lyon II 1997 — 1999
Certificate of European Studies, Political Economy
United Airlines March 2001 - Present
Triton Funding Group January 1998 - December 2004
Veriflo Corporation - Parker Hannifin January 1994 - July 1998
GE Aircraft Engines January 1989 - January 1994
Education
Massachusetts Institute of Technology 1996 — 1997
MS, Mechanical Engineering
Rensselaer Polytechnic Institute 1981 — 1985
BS, Mechanical Engineering
1983 — 1984
Exchange Student, Mechanical Engineering
Kerri Kerls January 2008 - Present
AJNA October 2006 - Present
Genevieve's Home and Garden June 2002 - 2009
440 Brannan 2004 - 2008
Catherine Jane October 2004 - May 2005
Triton Funding Group June 2002 - January 2004
Education
Apparel Arts 2004 — 2007
Certificate, Pattern Drafting and Design
Hartwick College 1994 — 1998
BS, Information Science
Americorp Funding September 2007 - Present
Triton Funding Group January 2005 - September 2007
Sunwest Toyota of Coos Bay January 1980 - June 1984
Education
San Diego State University-California State University 1970 — 1976
New York City Police Department October 2014 - Present
Columbia University January 2012 - May 2014
Donor Services Group June 2009 - February 2010
Tutor Corps January 2008 - February 2009
Office Team January 2007 - January 2008
Magic Theatre 2005 - 2007
The Prinecton Review July 2005 - December 2006
Triton Funding Group February 2005 - May 2005
Triton Funding Group August 2004 - February 2005
JKB Newsletter January 2001 - June 2002
Skills
Editing, Fundraising, Research, Event Planning, Non-profits, Public Speaking, Acting, Theatre, Teaching, Microsoft Office, Event Management, Creative Writing, Nonprofits, Grant Writing, Blogging, Community Outreach, Volunteer Management, Copy Editing, Higher Education
Education
Skidmore College 2000 — 2004
BA, English, Theatre
British American Dramatic Academy 2002 — 2002
Shakespearean Tragedy, Dramatic Criticism
Triton Funding Group
Education
National Research University of Electronic Technology (MIET)
California Mortgage Advisors December 2008 - Present
Americorp Funding November 2007 - December 2008
Triton Funding Group December 1999 - November 2007
Education
University of California, Berkeley
Mercedes-Benz Financial Services USA LLC March 2015 - Present
Hansel BMW of Santa Rosa 2013 - 2015
D Burgin Development 2013 - 2014
Weatherford BMW 2008 - 2013
Triton Funding Group 2003 - 2007
Marin Honda 1995 - 2002
Benson Dealer Development, Inc. 1992 - 1995
Air France 1988 - 1990
Skills
Change Management, Management Consulting, Building Relationships, Sales, Sales Management, Finance, Consumer Lending, Team Management, Management, Direct Sales, Sales Process, Legal, Client Development, Client Relations Skills, Client Presentation, Negotiation, Team Building, Automotive, Forecasting, Vehicles, Retail, New Business Development, Automobile, Selling, Automotive Aftermarket, Dealers, Warranty, Marketing, Profit, Customer Satisfaction, Deal Closure, Leadership, Operations Management, Training, Inventory Management, Parts, Sales Operations, Account Management, Dealer Management, Purchasing, Customer Retention, Gross Profit, Recruiting, Pricing, Insurance, B2B, Reynolds, Income Statement, Selling Skills, Marketing Strategy
Education
New York Law School 1985 — 1988
Doctor of Law (J.D.), Law
Saint John's University 1981 — 1983
Master of Arts (M.A.), European History
Saint John's University 1977 — 1981
Bachelor of Arts (B.A.), History and English
Old Republic Title Company July 2015 - Present
Fidelity National Title October 2010 - July 2015
Burke Williams Day Spa October 2008 - September 2010
Triton Funding Group 2007 - 2008
Financial Title Company 2001 - 2007
Skills
Escrow, Notary Public, Real Estate Transactions, First Time Home Buyers, Title Insurance, FHA, Outlook, Office Management, Administrative...
Education
Central Michigan University 1995 — 1999
BAA, Commercial Recreation, Facility Management, Environmental Awareness & Marketing
San Francisco Institute of Esthetics & Cosmetology
Esthetics, Esthetics
Pinnacle Funding Group DBA Ever Funding Group 2014 - Present
Lang Mclaughry Real Estate 2013 - Present
Lang McLaughry Real Estate March 2013 - Present
California Mortgage Advisors January 2009 - February 2014
Triton Funding Group February 1999 - February 2008
Skills
FHA, Refinance, Mortgage Lending, Mortgage, Conventional, Purchase, First Time Home Buyers, Jumbo, Conforming, Non-Conforming, Arms, Alt-A, Investment Properties, Reverse Mortgages, Mortgage Banking, Real Estate Financing, FHA financing, VA loans, Defence, Residential Mortgages, Loans, Certified Mortgage..., Referrals, Real Estate Economics, Mortgage Underwriting, Investors, Condos, Government Loans, REO
Education
Oberlin College 1973 — 1976
Piano Major
HomeStreet Bank March 2014 - Present
Guarantee Mortgage Corp. February 2008 - March 2014
The Manhattan Mortgage Company February 2007 - February 2008
Triton Funding Group June 2002 - February 2007
Skills
Investment Properties, Mortgage Lending, First Time Home Buyers, Refinance, Retirement Planning, Real Estate, Residential Mortgages
Education
Miami University 1991 — 1995
Bachelor, Finance