United First Financial
Industry: Financial services company
DescriptionUnited First Financial is a financial software services and support company that focuses primarily on mortgage and debt reduction. United First Financial, which offers a mortgage reduction program similar to the offset mortgage, won the Ernst & Young Entrepreneur of the Year regional awards in 2008. Headquarters: Bluffdale, UT
United First Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United First Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
United First Financial Salaries. You can even request information on how much does United First Financial pay if you want to. Learn about salaries, pros and cons of working for United First Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
262 United First Financial employees in database. Find out everything there's to know about United First Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
United First Financial Employees
Employee
Years
Job
Industry
Jason Gaylor Jason Gaylor's United First Financial Experience September 2007 - January 2010
Job Wealth Architect
Industry Financial Services
Experience
Money Concepts February 2009 - Present
BubbaGirl Foundation 2008 - Present
United First Financial September 2007 - January 2010
Skills
Investments, Wealth Management, Mortgage Lending, Real Estate, Employee Benefits, Finance, Strategic Partnerships, Financial Advisory, Small Business, Retirement Planning, Fixed Annuities, Retirement, Coaching, Insurance, Strategic Financial..., Public Speaking, Marketing, Sales, Strategic Planning, Customer Service
Education
The Ohio State University 1997 — 1999
Aviation/General Education
Money Concepts February 2009 - Present
BubbaGirl Foundation 2008 - Present
United First Financial September 2007 - January 2010
Skills
Investments, Wealth Management, Mortgage Lending, Real Estate, Employee Benefits, Finance, Strategic Partnerships, Financial Advisory, Small Business, Retirement Planning, Fixed Annuities, Retirement, Coaching, Insurance, Strategic Financial..., Public Speaking, Marketing, Sales, Strategic Planning, Customer Service
Education
The Ohio State University 1997 — 1999
Aviation/General Education
Jared Greco Jared Greco's United First Financial Experience October 2008 - September 2010
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Pamela D Hall Pamela D Hall's United First Financial Experience January 2008 - July 2009
Job Accidental Entrepreneur, Cofounder, Customer AcQuisition Consultant at AcQyro, The Glue
Industry Information Technology and Services
Experience
AcQyro January 2011 - Present
AdzZoo July 2010 - December 2010
Arahant, LLC February 2008 - July 2010
United First Financial January 2008 - July 2009
OEM Software Consultants, Inc. October 1995 - December 2007
PC-Excel January 1993 - December 1993
Centerbank Mortgage Company June 1990 - January 1993
Skills
Project Management, Contract Negotiation, Integration, Social Media Marketing, Online Advertising, Marketing Strategy, Small Business, Sales Management, Social Media, Sales, Marketing, Entrepreneurship, Web Design, New Business Development, Strategic Planning, Email Marketing, Social Networking, Business Planning, E-commerce, Account Management, CRM, Online Marketing, Coaching, Strategy, Security, Management Consulting, Lead Generation, Business Development, Advertising, Budgets, Management, Selling, Strategic Partnerships, Leadership, Start-ups, SEM, Business Process
Education
Connecticut School of Savings Banking 1980 — 1982
Certificate, Banking
Quinnipiac University 1974 — 1975
BS, Computer Science
Waterbury State Technical College 1971 — 1973
Associates Degree, Computer Science
AcQyro January 2011 - Present
AdzZoo July 2010 - December 2010
Arahant, LLC February 2008 - July 2010
United First Financial January 2008 - July 2009
OEM Software Consultants, Inc. October 1995 - December 2007
PC-Excel January 1993 - December 1993
Centerbank Mortgage Company June 1990 - January 1993
Skills
Project Management, Contract Negotiation, Integration, Social Media Marketing, Online Advertising, Marketing Strategy, Small Business, Sales Management, Social Media, Sales, Marketing, Entrepreneurship, Web Design, New Business Development, Strategic Planning, Email Marketing, Social Networking, Business Planning, E-commerce, Account Management, CRM, Online Marketing, Coaching, Strategy, Security, Management Consulting, Lead Generation, Business Development, Advertising, Budgets, Management, Selling, Strategic Partnerships, Leadership, Start-ups, SEM, Business Process
Education
Connecticut School of Savings Banking 1980 — 1982
Certificate, Banking
Quinnipiac University 1974 — 1975
BS, Computer Science
Waterbury State Technical College 1971 — 1973
Associates Degree, Computer Science
Noah Goldman Noah Goldman's United First Financial Experience 2007 - 2010
Job C.E.O. Check Six Brewing Company
Industry Food & Beverages
Experience
Check Six Brewing Company July 2012 - Present
United First Financial 2007 - 2010
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Team Building, Marketing, Strategic Planning, Negotiation, Entrepreneurship, Coaching, Customer Service, Management, Direct Sales, Budgets, Small Business, Leadership, Business Development, Training
Education
University of Devonshire 1974 — 1976
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1974
Business Administration and Management, General
Check Six Brewing Company July 2012 - Present
United First Financial 2007 - 2010
Skills
Sales Management, New Business Development, Sales, Marketing Strategy, Team Building, Marketing, Strategic Planning, Negotiation, Entrepreneurship, Coaching, Customer Service, Management, Direct Sales, Budgets, Small Business, Leadership, Business Development, Training
Education
University of Devonshire 1974 — 1976
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1974
Business Administration and Management, General
Marc Keeling Marc Keeling's United First Financial Experience 2006 - 2011
Job Director of Marketing
Industry Automotive
Experience
Belavar, llc December 2013 - Present
united first financial 2006 - 2011
Skills
Small Business, Entrepreneurship, Team Building, Insurance, Sales, Marketing, Life Insurance, Coaching, Real Estate, Social Networking, Mortgage Lending, Public Speaking
Education
The University of New Mexico 1968 — 1972
Bachelor of Business Administration (BBA), Finance
Belavar, llc December 2013 - Present
united first financial 2006 - 2011
Skills
Small Business, Entrepreneurship, Team Building, Insurance, Sales, Marketing, Life Insurance, Coaching, Real Estate, Social Networking, Mortgage Lending, Public Speaking
Education
The University of New Mexico 1968 — 1972
Bachelor of Business Administration (BBA), Finance
Matt Baugh Matt Baugh's United First Financial Experience August 2007 - May 2009
Job Product Coordinator at Instructure, Inc.
Industry Information Technology and Services
Experience
Instructure, Inc. July 2013 - Present
Instructure, Inc. September 2012 - Present
Rise Services Inc. March 2010 - Present
United First Financial August 2007 - May 2009
Skills
Project Management, Process Improvement, Vendor Management, Customer Service, Management, Troubleshooting, Leadership, Technical Support, Training, Team Leadership, Microsoft Office, Program Management, Team Building, Event Management, Event Planning, Facilities Management, Customer Satisfaction, Budgets
Education
Salt Lake Community College
Instructure, Inc. July 2013 - Present
Instructure, Inc. September 2012 - Present
Rise Services Inc. March 2010 - Present
United First Financial August 2007 - May 2009
Skills
Project Management, Process Improvement, Vendor Management, Customer Service, Management, Troubleshooting, Leadership, Technical Support, Training, Team Leadership, Microsoft Office, Program Management, Team Building, Event Management, Event Planning, Facilities Management, Customer Satisfaction, Budgets
Education
Salt Lake Community College
Lehni Lebert Lehni Lebert's United First Financial Experience January 2010 - January 2012
Job Shelter Program Coordinator: Animal Behavior and Adoption Coordinator at Peninsula Regional Animal Shelter
Industry Professional Training & Coaching
Experience
Peninsula Regional Animal Shelter September 2014 - Present
Petco April 2011 - September 2014
United First Financial January 2010 - January 2012
Surprising Pizzas - Dominos Franchise November 2010 - April 2011
The Dog Dame August 2010 - April 2011
American K-9 Interdiction June 2008 - August 2010
Wawa, Inc. January 2008 - June 2008
Tidewater K-9, Inc June 1999 - January 2007
Coleman & Associates Enterprises (Bell Atlantic high speed data lines) January 1997 - January 1999
Zacson Corporation January 1996 - January 1997
Skills
Dog Training, Dog Grooming, Dogs, Pets, Animal Welfare, Behavior Modification, Small Business, Animal Behavior, Training, Obedience, Program Management, Coaching, Dog Behavior, Animal Husbandry, Public Speaking, Animal Training, Recruiting, Teaching, Leadership, Marketing, Sales, Retail, Customer Service, Interviews
Education
The Ohio State University 1982 — 1989
BS, Psychology
Peninsula Regional Animal Shelter September 2014 - Present
Petco April 2011 - September 2014
United First Financial January 2010 - January 2012
Surprising Pizzas - Dominos Franchise November 2010 - April 2011
The Dog Dame August 2010 - April 2011
American K-9 Interdiction June 2008 - August 2010
Wawa, Inc. January 2008 - June 2008
Tidewater K-9, Inc June 1999 - January 2007
Coleman & Associates Enterprises (Bell Atlantic high speed data lines) January 1997 - January 1999
Zacson Corporation January 1996 - January 1997
Skills
Dog Training, Dog Grooming, Dogs, Pets, Animal Welfare, Behavior Modification, Small Business, Animal Behavior, Training, Obedience, Program Management, Coaching, Dog Behavior, Animal Husbandry, Public Speaking, Animal Training, Recruiting, Teaching, Leadership, Marketing, Sales, Retail, Customer Service, Interviews
Education
The Ohio State University 1982 — 1989
BS, Psychology
TERRY BOYD TERRY BOYD's United First Financial Experience February 2008 - March 2013
Job Chief Executive Officer at Triple B Properties
Industry Real Estate
Experience
Triple B Properties, LLC March 2007 - Present
United First Financial February 2008 - March 2013
FT SILL, OK January 2005 - September 2011
3rd Mission Command Group, 1st Brigade, 75th Division April 1998 - September 2011
Bank of America January 2001 - January 2003
US Army 402d Reception Bn May 1994 - April 1998
Prudential Financial January 1986 - July 1990
Skills
Human Resource..., Information Technology..., Motivational Speaking, Real Estate Investor, Training Facilitation, Banking and Sales, Real Estate Development, Real Estate, Strategic Planning, Negotiation, Investment Properties, Entrepreneurship, Start-ups, Property Management, Marketing Strategy, Due Diligence, Investors, Residential Homes, Business Strategy, Personnel Management, Sellers, Investments, Leadership, Commercial Real Estate, REO, Real Estate Transactions, Real Estate Financing, Sales, Management, Training, Finance, Small Business, Property, Real Estate Economics, Mortgage Lending, Military, IT Management
Education
University of Oklahoma 2011 — 2014
Master of Arts (MA), Human Relations
Webster University 2010 — 2012
Master of Arts (MA), Information Technology Project Management
University of Central Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Management
Western Oklahoma State College 1982 — 1984
Associate of Arts (AA), Business/Commerce, General
Triple B Properties, LLC March 2007 - Present
United First Financial February 2008 - March 2013
FT SILL, OK January 2005 - September 2011
3rd Mission Command Group, 1st Brigade, 75th Division April 1998 - September 2011
Bank of America January 2001 - January 2003
US Army 402d Reception Bn May 1994 - April 1998
Prudential Financial January 1986 - July 1990
Skills
Human Resource..., Information Technology..., Motivational Speaking, Real Estate Investor, Training Facilitation, Banking and Sales, Real Estate Development, Real Estate, Strategic Planning, Negotiation, Investment Properties, Entrepreneurship, Start-ups, Property Management, Marketing Strategy, Due Diligence, Investors, Residential Homes, Business Strategy, Personnel Management, Sellers, Investments, Leadership, Commercial Real Estate, REO, Real Estate Transactions, Real Estate Financing, Sales, Management, Training, Finance, Small Business, Property, Real Estate Economics, Mortgage Lending, Military, IT Management
Education
University of Oklahoma 2011 — 2014
Master of Arts (MA), Human Relations
Webster University 2010 — 2012
Master of Arts (MA), Information Technology Project Management
University of Central Oklahoma 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Management
Western Oklahoma State College 1982 — 1984
Associate of Arts (AA), Business/Commerce, General
Neil Haverly Neil Haverly's United First Financial Experience 2007 - 2011
Job REALTOR at Re/Max Preferred Realtors
Industry Real Estate
Experience
Re/Max Preferred Realtors May 2015 - Present
Keller Williams Real Estate, 100 Campbell Blvd., Suite 106, Exton, PA 19341 January 2015 - May 2015
Remax Professional Realty January 2013 - January 2015
Exit Elite Realty December 2006 - 2012
United First Financial 2007 - 2011
Exit Pro Realty December 2005 - July 2006
Coldwell Banker August 2004 - December 2005
Plymouth Auto 2001 - 2004
Skills
Sellers, Short Sales, Real Estate Transactions, First Time Home Buyers, Real Estate, Investments, Investment Properties, Real Property, Buyer Representation
Education
University of Pittsburgh 1983 — 1985
Re/Max Preferred Realtors May 2015 - Present
Keller Williams Real Estate, 100 Campbell Blvd., Suite 106, Exton, PA 19341 January 2015 - May 2015
Remax Professional Realty January 2013 - January 2015
Exit Elite Realty December 2006 - 2012
United First Financial 2007 - 2011
Exit Pro Realty December 2005 - July 2006
Coldwell Banker August 2004 - December 2005
Plymouth Auto 2001 - 2004
Skills
Sellers, Short Sales, Real Estate Transactions, First Time Home Buyers, Real Estate, Investments, Investment Properties, Real Property, Buyer Representation
Education
University of Pittsburgh 1983 — 1985
Shawn Shannon Shawn Shannon's United First Financial Experience November 2006 - September 2009
Job Managing Director at MPalm
Industry Management Consulting
Experience
Synergist Inc. January 2011 - Present
Focus Ventures January 2010 - Present
321 Capital Partners December 2007 - Present
M-Palm Meetings Plus A-Lot More Inc. January 2006 - Present
United First Financial November 2006 - September 2009
NFM Inc. September 2004 - September 2009
Champion Mortgage, a division of Key Bank 2000 - 2004
Skills
Logistics, Event Management, Sales Management
Education
Towson University 1995 — 2000
BS, Finance, Advertising
Chesapeake High School
Synergist Inc. January 2011 - Present
Focus Ventures January 2010 - Present
321 Capital Partners December 2007 - Present
M-Palm Meetings Plus A-Lot More Inc. January 2006 - Present
United First Financial November 2006 - September 2009
NFM Inc. September 2004 - September 2009
Champion Mortgage, a division of Key Bank 2000 - 2004
Skills
Logistics, Event Management, Sales Management
Education
Towson University 1995 — 2000
BS, Finance, Advertising
Chesapeake High School
Jon Eilers Jon Eilers's United First Financial Experience 2007 - 2012
Job Director at Pacific Eastern Group
Industry Research
Experience
Pacific Eastern Group January 2002 - Present
United First Financial 2007 - 2012
Peoplesoft / Oracle 1998 - 2002
Various Startups January 1991 - December 1998
Honeywell Technology Solutions, Inc. August 1989 - March 1991
Skills
Cellular Communications, Wireless Networking, Home Automation, Home Audio, Mobile Technology, Selling, CRM, Strategic Planning, Team Building, Strategic Financial..., Sales Management, Investment Properties, Management, Small Business, Sales, Loans, Marketing, Leadership, Investments, Finance, Retirement, Direct Sales, Insurance, Entrepreneurship, Coaching, Training, Retirement Planning, Banking, Life Insurance, New Business Development, Financial Services, Online Marketing, Credit, Real Estate, Fixed Annuities, Wealth, Term Life Insurance, Foreclosures, Mortgage Lending, Refinance, Residential Mortgages, Business Planning, Wealth Accumulation, Money
Education
University of Pittsburgh 1977 — 1982
BSME, Mechanical Engineering / Petroleum Engineering
Pacific Eastern Group January 2002 - Present
United First Financial 2007 - 2012
Peoplesoft / Oracle 1998 - 2002
Various Startups January 1991 - December 1998
Honeywell Technology Solutions, Inc. August 1989 - March 1991
Skills
Cellular Communications, Wireless Networking, Home Automation, Home Audio, Mobile Technology, Selling, CRM, Strategic Planning, Team Building, Strategic Financial..., Sales Management, Investment Properties, Management, Small Business, Sales, Loans, Marketing, Leadership, Investments, Finance, Retirement, Direct Sales, Insurance, Entrepreneurship, Coaching, Training, Retirement Planning, Banking, Life Insurance, New Business Development, Financial Services, Online Marketing, Credit, Real Estate, Fixed Annuities, Wealth, Term Life Insurance, Foreclosures, Mortgage Lending, Refinance, Residential Mortgages, Business Planning, Wealth Accumulation, Money
Education
University of Pittsburgh 1977 — 1982
BSME, Mechanical Engineering / Petroleum Engineering
Ben Heizer Ben Heizer's United First Financial Experience 2007 - March 2010
Job President/Founder
Industry Financial Services
Experience
Heizer Financial Group February 2008 - Present
United First Financial 2007 - March 2010
Promark Financial February 2007 - February 2008
HZR Enterprises March 2006 - January 2008
Professional Mortgage Partners February 2005 - February 2007
Skills
Leadership, Insurance, Training, Management, Retirement, Life Insurance, Finance, Wealth, IRAs, Wealth Management..., Sales, Sales Management, Mortgage Lending, Retirement Planning, Fixed Annuities, Social Media Marketing, Banking
Education
Northern Illinois University 1999 — 2004
Bachelor of Science
Heizer Financial Group February 2008 - Present
United First Financial 2007 - March 2010
Promark Financial February 2007 - February 2008
HZR Enterprises March 2006 - January 2008
Professional Mortgage Partners February 2005 - February 2007
Skills
Leadership, Insurance, Training, Management, Retirement, Life Insurance, Finance, Wealth, IRAs, Wealth Management..., Sales, Sales Management, Mortgage Lending, Retirement Planning, Fixed Annuities, Social Media Marketing, Banking
Education
Northern Illinois University 1999 — 2004
Bachelor of Science
Bob Gaston Bob Gaston's United First Financial Experience February 2008 - September 2009
Job Executive Marketing Director at TransAmerica Financial Advisors & World Financial Group
Industry Financial Services
Experience
TransAmerica Financial Advisors & World Financial Group June 2012 - Present
Financial Broker Group, Inc. January 2010 - September 2012
Agents of America September 2009 - March 2010
United First Financial February 2008 - September 2009
World Marketing Alliance 1994 - 2001
World Financial Group 1994 - 2001
A.L. Williams 1984 - 1994
Primerica Financial Services 1984 - 1994
AL Williamas 1984 - 1994
Skills
Strategic Planning, Entrepreneurship, Team Building, Banking, Small Business, Mortgage Lending, Strategic Financial..., Retirement Planning, Finance, B2B, Insurance, Mortgage Banking, New Business Development, Investments
Education
The University of Texas-Pan American 1976 — 1978
Edinburg High School 1972 — 1976
Grad
TransAmerica Financial Advisors & World Financial Group June 2012 - Present
Financial Broker Group, Inc. January 2010 - September 2012
Agents of America September 2009 - March 2010
United First Financial February 2008 - September 2009
World Marketing Alliance 1994 - 2001
World Financial Group 1994 - 2001
A.L. Williams 1984 - 1994
Primerica Financial Services 1984 - 1994
AL Williamas 1984 - 1994
Skills
Strategic Planning, Entrepreneurship, Team Building, Banking, Small Business, Mortgage Lending, Strategic Financial..., Retirement Planning, Finance, B2B, Insurance, Mortgage Banking, New Business Development, Investments
Education
The University of Texas-Pan American 1976 — 1978
Edinburg High School 1972 — 1976
Grad
Robert Kraemer Robert Kraemer's United First Financial Experience January 2011 - November 2011
Job Director of Finance at Enterprise Engineering Services, LLC
Industry Aviation & Aerospace
Experience
Enterprise Engineering Services, LLC January 2013 - Present
Academy of Fiscal Excellence April 2011 - Present
United First Financial January 2011 - November 2011
Apptis October 2006 - February 2008
Northrop Grumman Information Systems April 2004 - October 2006
Northrop Grumman Information Systems October 2003 - April 2004
Skills
Costpoint, Program Management
Education
Stockton University 1986 — 1990
BA, Accounting
Enterprise Engineering Services, LLC January 2013 - Present
Academy of Fiscal Excellence April 2011 - Present
United First Financial January 2011 - November 2011
Apptis October 2006 - February 2008
Northrop Grumman Information Systems April 2004 - October 2006
Northrop Grumman Information Systems October 2003 - April 2004
Skills
Costpoint, Program Management
Education
Stockton University 1986 — 1990
BA, Accounting
Margo Sing Margo Sing's United First Financial Experience October 2006 - September 2008
Job Vp of Consulting Services
Industry Management Consulting
Experience
Exact Staff February 2011 - June 2011
Ceiba Solutions October 2008 - January 2010
United First Financial October 2006 - September 2008
Information Builders, Inc. July 2005 - September 2006
Sales Builders, Inc. April 2004 - May 2005
AG Consulting/ADP December 1994 - April 2004
Ross Systems September 1992 - December 1994
Western Data Systems 1984 - 1992
Johnson & Johnson 1974 - 1981
Skills
Budgeting, Business Process, Professional Services, Strategic Planning, Negotiation, Start-ups, Planning, Team Building, Mentoring, Coaching, New Business Development, Business Management, Integration, Customer Relations, Business Analysis, Sales Management, Contract Negotiation, Mergers, Manufacturing, Change Management, P&L Management, Business Planning, Program Management, ERP, Process Improvement, Analysis, Problem Solving, Process Engineering, Account Management, Governance, Team Management, Risk Management, Supply Chain Management, Small Business
Education
Western Governors University 2006 — 2007
CMBA
Western Michigan University 1965 — 2005
BA
Stanford University 2001 — 2002
Business Courses
Lakeshore High School 1959 — 1963
Diploma
Exact Staff February 2011 - June 2011
Ceiba Solutions October 2008 - January 2010
United First Financial October 2006 - September 2008
Information Builders, Inc. July 2005 - September 2006
Sales Builders, Inc. April 2004 - May 2005
AG Consulting/ADP December 1994 - April 2004
Ross Systems September 1992 - December 1994
Western Data Systems 1984 - 1992
Johnson & Johnson 1974 - 1981
Skills
Budgeting, Business Process, Professional Services, Strategic Planning, Negotiation, Start-ups, Planning, Team Building, Mentoring, Coaching, New Business Development, Business Management, Integration, Customer Relations, Business Analysis, Sales Management, Contract Negotiation, Mergers, Manufacturing, Change Management, P&L Management, Business Planning, Program Management, ERP, Process Improvement, Analysis, Problem Solving, Process Engineering, Account Management, Governance, Team Management, Risk Management, Supply Chain Management, Small Business
Education
Western Governors University 2006 — 2007
CMBA
Western Michigan University 1965 — 2005
BA
Stanford University 2001 — 2002
Business Courses
Lakeshore High School 1959 — 1963
Diploma
Cynthia Talley, Wealth Specialist Cynthia Talley, Wealth Specialist's United First Financial Experience March 2008 - April 2011
Job Insurance Expert
Industry Financial Services
Experience
Unique Underwriters, Inc. February 2011 - Present
Approval Warehouse/Xplocial 2011 - Present
Financial Freedom Center January 2010 - Present
Financial Broker Group, Inc January 2010 - Present
TPM & Associates, LLC, dba Financial Freedom Center September 2006 - Present
Univers Workplace Solutions November 2008 - December 2011
United First Financial March 2008 - April 2011
UFirst Alliance 2009 - 2010
TPM & Associates, LLC 2005 - 2010
Integrated Office Networkds January 1997 - January 2007
Skills
Insurance, Management, Real Estate, Fixed Annuities, Life Insurance, Training, Social Media, Investment Properties, Sales, Customer Service, Finance, IRAs, Social Networking, Entrepreneurship, Team Building, Employee Benefits, Disability Insurance, Wealth, Public Speaking, Retirement, Investments
Education
University of Central Florida
Bachelor of Science, Business Management
Seminole Community College 1981 — 1983
Associate of Arts, General Studies
Lake Brantley High School 1977 — 1981
High School Diploma
Unique Underwriters, Inc. February 2011 - Present
Approval Warehouse/Xplocial 2011 - Present
Financial Freedom Center January 2010 - Present
Financial Broker Group, Inc January 2010 - Present
TPM & Associates, LLC, dba Financial Freedom Center September 2006 - Present
Univers Workplace Solutions November 2008 - December 2011
United First Financial March 2008 - April 2011
UFirst Alliance 2009 - 2010
TPM & Associates, LLC 2005 - 2010
Integrated Office Networkds January 1997 - January 2007
Skills
Insurance, Management, Real Estate, Fixed Annuities, Life Insurance, Training, Social Media, Investment Properties, Sales, Customer Service, Finance, IRAs, Social Networking, Entrepreneurship, Team Building, Employee Benefits, Disability Insurance, Wealth, Public Speaking, Retirement, Investments
Education
University of Central Florida
Bachelor of Science, Business Management
Seminole Community College 1981 — 1983
Associate of Arts, General Studies
Lake Brantley High School 1977 — 1981
High School Diploma
Gregory Bloch Gregory Bloch's United First Financial Experience 2006 - 2009
Job President at Clinical Enterprise Solutions Incorporated
Industry Health, Wellness and Fitness
Experience
Clinical Enterprise Solutions Incorporated an authorized agent of CompanionDx Reference Lab LLC July 2014 - Present
The Bloch Co. Inc. March 1994 - June 2010
Money Merge Office Incorporated January 2007 - April 2009
United First Financial 2006 - 2009
Ginn Company March 2003 - August 2006
Skills
Real Estate, Leadership, Marketing, Coaching, Public Speaking, Program Management, Small Business, Wealth, Real Estate Development, Lead Generation, Mortgage Lending, Retirement, Selling, Email Marketing, Entrepreneurship, Sales, New Business Development, Sales Management, Marketing Strategy, Life Insurance, Social Networking
Education
Northern Illinois University 1976 — 1979
Bachelor’s Degree, School of Journalism
Glenbrook North High School
Clinical Enterprise Solutions Incorporated an authorized agent of CompanionDx Reference Lab LLC July 2014 - Present
The Bloch Co. Inc. March 1994 - June 2010
Money Merge Office Incorporated January 2007 - April 2009
United First Financial 2006 - 2009
Ginn Company March 2003 - August 2006
Skills
Real Estate, Leadership, Marketing, Coaching, Public Speaking, Program Management, Small Business, Wealth, Real Estate Development, Lead Generation, Mortgage Lending, Retirement, Selling, Email Marketing, Entrepreneurship, Sales, New Business Development, Sales Management, Marketing Strategy, Life Insurance, Social Networking
Education
Northern Illinois University 1976 — 1979
Bachelor’s Degree, School of Journalism
Glenbrook North High School
Luis A. Matos Luis A. Matos's United First Financial Experience 2009 - 2010
Job Medical Director Indwell Health and Wellness Center, Internet Marketing Analyst, Research Asthma and Allergy Center
Industry Financial Services
Experience
Asthma and Allergy Center July 1997 - Present
Indwell Wealth Management January 1997 - Present
HCA-Lewis-Gale Medical Center 1997 - Present
Lightyear Wireless 2013 - 2013
NET Ministries 2010 - May 2011
Botetourt County Republican Committee May 2009 - March 2011
Bartmann Enterprises 2010 - 2011
Toastmasters-Success Talkers 2009 - June 2010
United First Financial 2009 - 2010
Arbonne Independent Consultant 2009 - 2010
Skills
Healthcare, Hospitals, Public Speaking, Medicine, Strategic Planning, Social Media, Team Building, Wellness, Coaching, Entrepreneurship, Small Business, Marketing Strategy, Social Media Marketing, Customer Service, Event Planning, Marketing
Education
Webster University 1987 — 1989
MBA, Business
Wilford Hall USAF Medical Center 1983 — 1985
Allergy and Immunology Fellowship Program, Fellow Allergy and Clinical Immunology
Wilford Hall USAF Medical Center 1977 — 1979
Pediatrics Recidency Program, Resident in Pediatrics
The University of Texas Medical School at Houston 1976 — 1977
Resident, Pediatrics
University of Puerto Rico School of Medicine 1972 — 1976
MD, General Medicine and Surgery
Universidad de Puerto Rico 1969 — 1972
BS, General Sciences/Chemistry
Asthma and Allergy Center July 1997 - Present
Indwell Wealth Management January 1997 - Present
HCA-Lewis-Gale Medical Center 1997 - Present
Lightyear Wireless 2013 - 2013
NET Ministries 2010 - May 2011
Botetourt County Republican Committee May 2009 - March 2011
Bartmann Enterprises 2010 - 2011
Toastmasters-Success Talkers 2009 - June 2010
United First Financial 2009 - 2010
Arbonne Independent Consultant 2009 - 2010
Skills
Healthcare, Hospitals, Public Speaking, Medicine, Strategic Planning, Social Media, Team Building, Wellness, Coaching, Entrepreneurship, Small Business, Marketing Strategy, Social Media Marketing, Customer Service, Event Planning, Marketing
Education
Webster University 1987 — 1989
MBA, Business
Wilford Hall USAF Medical Center 1983 — 1985
Allergy and Immunology Fellowship Program, Fellow Allergy and Clinical Immunology
Wilford Hall USAF Medical Center 1977 — 1979
Pediatrics Recidency Program, Resident in Pediatrics
The University of Texas Medical School at Houston 1976 — 1977
Resident, Pediatrics
University of Puerto Rico School of Medicine 1972 — 1976
MD, General Medicine and Surgery
Universidad de Puerto Rico 1969 — 1972
BS, General Sciences/Chemistry
Charles Johnson Jr. Charles Johnson Jr.'s United First Financial Experience September 2006 - April 2011
Job Connecting Business with Financing | Working Capital Facilitation | Company Credit Development | Financial Growth Expert
Industry Marketing and Advertising
Experience
Lion Credit and Capital, LLC September 2003 - Present
CEO Space 2007 - 2015
CEO Space 2007 - 2015
Lion Credit and Capital 2013 - 2014
TEAM RN 2013 - 2014
Xplocial November 2011 - November 2012
Homelife Solutions January 2010 - November 2011
Cjsinc September 2010 - April 2011
United First Financial September 2006 - April 2011
commerical relief 2002 - 2011
Skills
Financial Services, Small Business, Fundraising, Direct Marketing, Direct Sales, Public Speaking, Sales Management, Computers, Marketing, Team Building, Entrepreneurship, Sales, Advertising, Finance, Loans, Leadership, Mortgage Lending, Strategic Partnerships
Education
Solano Community College 1973 — 1976
AA, AS, Business
Vanden High School 1971 — 1973
Lion Credit and Capital, LLC September 2003 - Present
CEO Space 2007 - 2015
CEO Space 2007 - 2015
Lion Credit and Capital 2013 - 2014
TEAM RN 2013 - 2014
Xplocial November 2011 - November 2012
Homelife Solutions January 2010 - November 2011
Cjsinc September 2010 - April 2011
United First Financial September 2006 - April 2011
commerical relief 2002 - 2011
Skills
Financial Services, Small Business, Fundraising, Direct Marketing, Direct Sales, Public Speaking, Sales Management, Computers, Marketing, Team Building, Entrepreneurship, Sales, Advertising, Finance, Loans, Leadership, Mortgage Lending, Strategic Partnerships
Education
Solano Community College 1973 — 1976
AA, AS, Business
Vanden High School 1971 — 1973
Jacqueline Fenn Jacqueline Fenn's United First Financial Experience April 2008 - Present
Job Independent Agent Team for United First Financial
Industry Financial Services
Experience
www.motherteacherfriend.com December 2008 - Present
Savoodle October 2008 - Present
United First Financial April 2008 - Present
Connecticut Public School System August 1999 - June 2003
Education
Sacred Heart University 2005 — 2007
Master of Arts in Learning, Education
Saint Joseph College 1995 — 1999
Special Education
www.motherteacherfriend.com December 2008 - Present
Savoodle October 2008 - Present
United First Financial April 2008 - Present
Connecticut Public School System August 1999 - June 2003
Education
Sacred Heart University 2005 — 2007
Master of Arts in Learning, Education
Saint Joseph College 1995 — 1999
Special Education
Curt VanDerzee Curt VanDerzee's United First Financial Experience 2007 - Present
Job United First Financial
Industry Financial Services
Experience
United First Financial 2007 - Present
Wilmington Sharks October 2002 - October 2004
Fayetteville SwampDogs January 2001 - September 2002
Wilmington Sharks 1997 - 2000
Charleston RiverDogs January 1994 - January 1997
Education
State University of New York College at Cortland 1989 — 1993
Sport Management, Minors in Management and Coaching
United First Financial 2007 - Present
Wilmington Sharks October 2002 - October 2004
Fayetteville SwampDogs January 2001 - September 2002
Wilmington Sharks 1997 - 2000
Charleston RiverDogs January 1994 - January 1997
Education
State University of New York College at Cortland 1989 — 1993
Sport Management, Minors in Management and Coaching
Peter Celnicker Peter Celnicker's United First Financial Experience 2006 - January 2009
Job CEO at Top 10 SEO
Industry Marketing and Advertising
Experience
Top 10 SEO December 2014 - Present
Deliver Abilities January 2011 - December 2014
United First Financial 2006 - January 2009
Prestige Financial Partners July 2006 - April 2008
Remax Advanatge Plus January 2002 - July 2006
Skills
SEO, Social Media Marketing, Entrepreneurship, Training, Investments, Marketing, Banking, Public Speaking, Real Estate, Mortgage Lending, Leadership, Spanish, Investment Properties, New Business Development, Small Business
Education
The University of New Mexico 1993 — 2000
BA, Political Science
University of New Mexcio 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Top 10 SEO December 2014 - Present
Deliver Abilities January 2011 - December 2014
United First Financial 2006 - January 2009
Prestige Financial Partners July 2006 - April 2008
Remax Advanatge Plus January 2002 - July 2006
Skills
SEO, Social Media Marketing, Entrepreneurship, Training, Investments, Marketing, Banking, Public Speaking, Real Estate, Mortgage Lending, Leadership, Spanish, Investment Properties, New Business Development, Small Business
Education
The University of New Mexico 1993 — 2000
BA, Political Science
University of New Mexcio 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Dave Ranney's United First Financial Experience August 2008 - February 2011
Job Mortgage Loan Originator at Howard Bank Mortgage
Industry Consumer Services
Experience
Howard Bank Mortgage July 2014 - Present
USA Hockey 1977 - Present
Slavie Federal Savings Bank July 2012 - May 2014
Melaleuca November 2011 - July 2013
Ma Capital Resources February 2011 - February 2012
Sovereign Bank August 2011 - January 2012
United First Financial August 2008 - February 2011
First Home Mortgage April 2009 - January 2010
Chevy Chase Bank Home Loans August 2008 - April 2009
Indymac Bank August 2007 - August 2008
Skills
Mortgage Lending, FHA, Refinance, First Time Home Buyers, Real Estate, Referrals, Loan Origination, Loans, Sellers, Mortgage Banking, Residential Mortgages, Coaching, Marketing, Credit, Small Business, Investment Properties, Finance, Residential Homes, Mortgage Marketing, Underwriting, Short Sales, Selling, Sales Management, Foreclosures, REO, Investors
Education
Towson University 1982 — 1987
BS, Business Administration
Bel Air High School 1974 — 1978
Diploma, General
Howard Bank Mortgage July 2014 - Present
USA Hockey 1977 - Present
Slavie Federal Savings Bank July 2012 - May 2014
Melaleuca November 2011 - July 2013
Ma Capital Resources February 2011 - February 2012
Sovereign Bank August 2011 - January 2012
United First Financial August 2008 - February 2011
First Home Mortgage April 2009 - January 2010
Chevy Chase Bank Home Loans August 2008 - April 2009
Indymac Bank August 2007 - August 2008
Skills
Mortgage Lending, FHA, Refinance, First Time Home Buyers, Real Estate, Referrals, Loan Origination, Loans, Sellers, Mortgage Banking, Residential Mortgages, Coaching, Marketing, Credit, Small Business, Investment Properties, Finance, Residential Homes, Mortgage Marketing, Underwriting, Short Sales, Selling, Sales Management, Foreclosures, REO, Investors
Education
Towson University 1982 — 1987
BS, Business Administration
Bel Air High School 1974 — 1978
Diploma, General
David Boston David Boston's United First Financial Experience 2007 - 2010
Job
Industry Marketing and Advertising
Experience
United First Financial 2007 - 2010
Skills
Research, Photoshop, HTML, Strategic Planning, C++, C, Java
Education
State University of New York at Buffalo
University of Arkansas at Little Rock
United First Financial 2007 - 2010
Skills
Research, Photoshop, HTML, Strategic Planning, C++, C, Java
Education
State University of New York at Buffalo
University of Arkansas at Little Rock
David Rebelo David Rebelo's United First Financial Experience August 2007 - Present
Job District Manager
Industry Financial Services
Experience
United First Financial August 2007 - Present
Borland July 2005 - August 2007
Compuware June 2003 - May 2005
NORVERGENCE, INC May 2002 - May 2003
IONA Technologies July 2001 - May 2002
Merant April 1998 - December 2001
Skills
C-Level, Executive Communications, Strategy Development
Education
University of Massachusetts, Amherst 1985 — 1988
Bachelors, Business Administration
University of Massachusetts, Amherst 1985 — 1988
Bachelors, Business Administration
United First Financial August 2007 - Present
Borland July 2005 - August 2007
Compuware June 2003 - May 2005
NORVERGENCE, INC May 2002 - May 2003
IONA Technologies July 2001 - May 2002
Merant April 1998 - December 2001
Skills
C-Level, Executive Communications, Strategy Development
Education
University of Massachusetts, Amherst 1985 — 1988
Bachelors, Business Administration
University of Massachusetts, Amherst 1985 — 1988
Bachelors, Business Administration
Neelam Sharma Neelam Sharma's United First Financial Experience 2008 - 2010
Job Business Consultant
Industry Financial Services
Experience
Auctus Rebus Financial Group December 2011 - Present
BWCCI 2005 - Present
Cash Connection Sources January 2003 - Present
United First Financial 2008 - 2010
Fast Way Gas 1995 - 2003
Olin Corporation 1980 - 1995
Skills
Refinance, Financial Education, Mortgage Lending, Mortgage Banking, Wealth, Money, Residential Mortgages, Loans, Small Business, First Time Home Buyers, Investments, Residential Homes
Education
Punjabi University
Bachelor of Science
SDSE Hr Sec School Patiala
Chemistry, Zoology, Botany
Auctus Rebus Financial Group December 2011 - Present
BWCCI 2005 - Present
Cash Connection Sources January 2003 - Present
United First Financial 2008 - 2010
Fast Way Gas 1995 - 2003
Olin Corporation 1980 - 1995
Skills
Refinance, Financial Education, Mortgage Lending, Mortgage Banking, Wealth, Money, Residential Mortgages, Loans, Small Business, First Time Home Buyers, Investments, Residential Homes
Education
Punjabi University
Bachelor of Science
SDSE Hr Sec School Patiala
Chemistry, Zoology, Botany
Bob Widhelm Bob Widhelm's United First Financial Experience January 2008 - November 2011
Job DocuCert & PlayerMD Biometric Sensor: Mktg Specialist & Investor
Industry Computer Software
Experience
DocuCert, LLC February 2012 - Present
Secured Evidence Systems, LLC September 2011 - December 2012
United First Financial January 2008 - November 2011
Pre-Paid Legal Services, Inc. 1999 - 2011
Premier Solutions, Intl. May 1999 - December 2010
Eagle Financial Inc February 1992 - June 2002
Knights of Columbus June 1980 - September 1994
Skills
Small Business, Insurance, Strategic Planning, Customer Service, Entrepreneurship, Leadership, Training, Public Speaking, Team Building, Financial Services, Employee Benefits, Estate Planning, Business Planning, Social Networking, Start-ups, Social Media, New Business Development, Online Marketing, Coaching, Financial Planning, Entrepreneur, Customer Relations, Mentoring, Real Estate, Financial Analysis, Tax, Public Relations, Email Marketing, Marketing, Sales, Management, Microsoft Office, Residential Design, Plumbing Design, Lawn Care, Cooking
Education
University of Nebraska-Lincoln 1964 — 1969
BS, Marketing & Economics
North Bend, Nebraska 1946 — 1964
Business, Management, Marketing, and Related Support Services
DocuCert, LLC February 2012 - Present
Secured Evidence Systems, LLC September 2011 - December 2012
United First Financial January 2008 - November 2011
Pre-Paid Legal Services, Inc. 1999 - 2011
Premier Solutions, Intl. May 1999 - December 2010
Eagle Financial Inc February 1992 - June 2002
Knights of Columbus June 1980 - September 1994
Skills
Small Business, Insurance, Strategic Planning, Customer Service, Entrepreneurship, Leadership, Training, Public Speaking, Team Building, Financial Services, Employee Benefits, Estate Planning, Business Planning, Social Networking, Start-ups, Social Media, New Business Development, Online Marketing, Coaching, Financial Planning, Entrepreneur, Customer Relations, Mentoring, Real Estate, Financial Analysis, Tax, Public Relations, Email Marketing, Marketing, Sales, Management, Microsoft Office, Residential Design, Plumbing Design, Lawn Care, Cooking
Education
University of Nebraska-Lincoln 1964 — 1969
BS, Marketing & Economics
North Bend, Nebraska 1946 — 1964
Business, Management, Marketing, and Related Support Services
Richard Matlock Richard Matlock's United First Financial Experience 2007 - 2009
Job Licensed Insurance Agent at American Senior Benefits
Industry Insurance
Experience
American Senior Benefits February 2014 - Present
Bankers Life and Casualty August 2009 - January 2014
United First Financial 2007 - 2009
Mortgage Plus Financial Corporation 2001 - 2007
Suburban Chevrolet 1988 - 1989
Skills
Long-term Care, Medicare, Life Insurance, Insurance, Sales, Mortgage Lending, Sales Management, Equity Indexed Annuities, Indexed Annuities, Fixed Annuities
Education
State of Minnesota Insurance Certification Classes 2009 — 2012
Licensed Insurance Agent, Life, Accident and Health
State of Minnesota Mortgage Origination Certification Classes 2008 — 2008
University of Minnesota-Twin Cities 1968 — 1970
Business, Business
Columbia Heights High School 1964 — 1968
High School, College Prep
American Senior Benefits February 2014 - Present
Bankers Life and Casualty August 2009 - January 2014
United First Financial 2007 - 2009
Mortgage Plus Financial Corporation 2001 - 2007
Suburban Chevrolet 1988 - 1989
Skills
Long-term Care, Medicare, Life Insurance, Insurance, Sales, Mortgage Lending, Sales Management, Equity Indexed Annuities, Indexed Annuities, Fixed Annuities
Education
State of Minnesota Insurance Certification Classes 2009 — 2012
Licensed Insurance Agent, Life, Accident and Health
State of Minnesota Mortgage Origination Certification Classes 2008 — 2008
University of Minnesota-Twin Cities 1968 — 1970
Business, Business
Columbia Heights High School 1964 — 1968
High School, College Prep
Kent Larsen Kent Larsen's United First Financial Experience September 2007 - Present
Job Independent Insurance Agent and Business Consultant
Industry Financial Services
Experience
United First Financial September 2007 - Present
AdzZoo December 2009 - March 2011
Concord EFS March 2000 - June 2002
Skills
Marketing, Social Networking, Digital Marketing, Health Insurance, Small Business, Leadership, Mortgage Lending, Finance, Management, Insurance, Entrepreneurship, Coaching, Retirement Planning, Social Media Marketing, Strategic Financial..., Investments, Sales, Direct Sales, Real Estate, Wealth
Education
Syracuse University 1993 — 1994
Pre-Law Political Science
University of Northern Iowa 1981 — 1984
Business
United First Financial September 2007 - Present
AdzZoo December 2009 - March 2011
Concord EFS March 2000 - June 2002
Skills
Marketing, Social Networking, Digital Marketing, Health Insurance, Small Business, Leadership, Mortgage Lending, Finance, Management, Insurance, Entrepreneurship, Coaching, Retirement Planning, Social Media Marketing, Strategic Financial..., Investments, Sales, Direct Sales, Real Estate, Wealth
Education
Syracuse University 1993 — 1994
Pre-Law Political Science
University of Northern Iowa 1981 — 1984
Business
Ray Agenbroad Ray Agenbroad's United First Financial Experience 2010 - Present
Job Entrepreneur and Fund Raiser
Industry Financial Services
Experience
United First Financial 2010 - Present
Local Ad Link January 2009 - Present
Education
The University of New Mexico 1974 — 1976
Geology
United First Financial 2010 - Present
Local Ad Link January 2009 - Present
Education
The University of New Mexico 1974 — 1976
Geology
Noah Goldman Noah Goldman's United First Financial Experience June 2007 - 2011
Job RETIRED
Industry Financial Services
Experience
United First 2011 - Present
United First Financial June 2007 - 2011
u1st Financial 2007 - 2011
UFIRST 2007 - 2011
UnitedFirst Financial 1998 - 2010
Education
Rutgers University-New Brunswick
Business Administration
United First 2011 - Present
United First Financial June 2007 - 2011
u1st Financial 2007 - 2011
UFIRST 2007 - 2011
UnitedFirst Financial 1998 - 2010
Education
Rutgers University-New Brunswick
Business Administration
Cindy Rose Cindy Rose's United First Financial Experience November 2008 - December 2010
Job Sales Representative and Consultant
Industry Health, Wellness and Fitness
Experience
StratMedical, Inc May 2015 - Present
Rodan and Fields Dermatologists December 2009 - Present
Jackson National Life January 2011 - April 2012
United First Financial November 2008 - December 2010
TrustCore Financial, Inc May 2002 - February 2009
Toma Insurance Brokerage January 2000 - January 2002
BellSouth Mobility January 1999 - January 2000
BellSouth Mobility 2000 - 2000
Jack Rouse & Associates January 1996 - January 1999
Hilliard Lyons April 1992 - September 1996
Skills
Direct Sales, Small Business, Marketing, Public Speaking, Insurance, Sales, Entrepreneur, Coaching, Team Building, Social Networking, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Online Marketing, Entrepreneurship, Customer Service, Strategic Partnerships, Team Leadership, Selling, Time Management, Project Management, Business Development, Training, Entertainment, Sales Management, Lead Generation, Account Management, Advertising, Finance, Event Planning, Online Advertising, Leadership, Consultants, Start-ups, Marketing Communications, Contract Negotiation, Email Marketing, Cold Calling, Negotiation, Event Management, Leadership Development, Public Relations, Healthcare, Management, Investments, Recruiting, Strategy, Fundraising, Budgets
Education
Northwestern University 1981 — 1985
BME, Music
West Chicago Community HS
StratMedical, Inc May 2015 - Present
Rodan and Fields Dermatologists December 2009 - Present
Jackson National Life January 2011 - April 2012
United First Financial November 2008 - December 2010
TrustCore Financial, Inc May 2002 - February 2009
Toma Insurance Brokerage January 2000 - January 2002
BellSouth Mobility January 1999 - January 2000
BellSouth Mobility 2000 - 2000
Jack Rouse & Associates January 1996 - January 1999
Hilliard Lyons April 1992 - September 1996
Skills
Direct Sales, Small Business, Marketing, Public Speaking, Insurance, Sales, Entrepreneur, Coaching, Team Building, Social Networking, New Business Development, Social Media Marketing, Social Media, Marketing Strategy, Online Marketing, Entrepreneurship, Customer Service, Strategic Partnerships, Team Leadership, Selling, Time Management, Project Management, Business Development, Training, Entertainment, Sales Management, Lead Generation, Account Management, Advertising, Finance, Event Planning, Online Advertising, Leadership, Consultants, Start-ups, Marketing Communications, Contract Negotiation, Email Marketing, Cold Calling, Negotiation, Event Management, Leadership Development, Public Relations, Healthcare, Management, Investments, Recruiting, Strategy, Fundraising, Budgets
Education
Northwestern University 1981 — 1985
BME, Music
West Chicago Community HS
Lamar Leathers Lamar Leathers's United First Financial Experience November 2008 - Present
Job Independent Agent at United First Financial
Industry Financial Services
Experience
United First Financial November 2008 - Present
Clear Channel Radio November 2007 - November 2008
Mission Hills Mortgage November 2004 - November 2007
Education
Santa Rosa Junior College 1983 — 1985
Associate of Science, Electronic Technology, Music
United First Financial November 2008 - Present
Clear Channel Radio November 2007 - November 2008
Mission Hills Mortgage November 2004 - November 2007
Education
Santa Rosa Junior College 1983 — 1985
Associate of Science, Electronic Technology, Music
Beth Pihl Beth Pihl's United First Financial Experience December 2007 - October 2009
Job Broker/Realtor at Southern Homes of the Carolinas
Industry Real Estate
Experience
Southern Homes of the Carolinas November 2009 - Present
LKN Realty Group October 2007 - November 2009
United First Financial December 2007 - October 2009
ERA Wilder Realty January 2006 - October 2007
ERA Panther Realty May 2003 - December 2005
Emerald Realty October 2001 - April 2003
Performance Realty February 2001 - September 2001
Mulvaney Homes 1993 - 2001
GMAC Mortgage 1992 - 1993
Skills
Sellers, First Time Home Buyers, Home, Real Estate, Listings, Move Up Buyers, High End Homes, Foreclosures, Residential Homes, Buyers, Relocation, New Home Sales, Marketing, New Homes, Relocation Buyers, Real Property, Buyer Representation, Townhomes, Single Family Homes, Short Sales, Condos, REO, Referrals
Education
University of Cincinnati 1987 — 1991
Bachelor of Business Administration (BBA), Marketing and Real Estate
Southern Homes of the Carolinas November 2009 - Present
LKN Realty Group October 2007 - November 2009
United First Financial December 2007 - October 2009
ERA Wilder Realty January 2006 - October 2007
ERA Panther Realty May 2003 - December 2005
Emerald Realty October 2001 - April 2003
Performance Realty February 2001 - September 2001
Mulvaney Homes 1993 - 2001
GMAC Mortgage 1992 - 1993
Skills
Sellers, First Time Home Buyers, Home, Real Estate, Listings, Move Up Buyers, High End Homes, Foreclosures, Residential Homes, Buyers, Relocation, New Home Sales, Marketing, New Homes, Relocation Buyers, Real Property, Buyer Representation, Townhomes, Single Family Homes, Short Sales, Condos, REO, Referrals
Education
University of Cincinnati 1987 — 1991
Bachelor of Business Administration (BBA), Marketing and Real Estate
JoAnne McCormack JoAnne McCormack's United First Financial Experience 2007 - 2009
Job Travel Consultant at SeaDreams Travel
Industry Leisure, Travel & Tourism
Experience
SeaDreams Travel August 2013 - Present
Virtual Global Realty November 2002 - Present
JoAnne's Sea Dreams Travel August 2013 - Present
United First Financial 2007 - 2009
No Specific Company October 1968 - February 2005
Skills
Sales, Real Estate, Sellers, Time Management, Higher Education, Short Sales, FHA, Real Property, Referrals, Foreclosures, HUD, Small Business, Luxury, Residential Homes, First Time Home Buyers, Buyers, Selling, Investors, Refinance, New Home Sales, Property, Townhomes, Residential Mortgages, Condos, Real Estate Transactions, Listings, Buyer Representation, Single Family Homes, Rentals, Vacation Homes, Home Staging, REO, Seniors, Resellers, Relocation, Travel Planning, Leisure Travel, travel, Business Travel, Adventure Travel, Travel Management, Cruises, River Cruises, Group Cruises
Education
Gold's School of Real Estate 2002 — 2002
Sales Associate, Real Estate, A
State University of New York - System 1973 — 1978
Associate, Dental Hygiene
SeaDreams Travel August 2013 - Present
Virtual Global Realty November 2002 - Present
JoAnne's Sea Dreams Travel August 2013 - Present
United First Financial 2007 - 2009
No Specific Company October 1968 - February 2005
Skills
Sales, Real Estate, Sellers, Time Management, Higher Education, Short Sales, FHA, Real Property, Referrals, Foreclosures, HUD, Small Business, Luxury, Residential Homes, First Time Home Buyers, Buyers, Selling, Investors, Refinance, New Home Sales, Property, Townhomes, Residential Mortgages, Condos, Real Estate Transactions, Listings, Buyer Representation, Single Family Homes, Rentals, Vacation Homes, Home Staging, REO, Seniors, Resellers, Relocation, Travel Planning, Leisure Travel, travel, Business Travel, Adventure Travel, Travel Management, Cruises, River Cruises, Group Cruises
Education
Gold's School of Real Estate 2002 — 2002
Sales Associate, Real Estate, A
State University of New York - System 1973 — 1978
Associate, Dental Hygiene
Eddie Ybarra Eddie Ybarra's United First Financial Experience 2006 - 2011
Job Ygrene Energy Fund Regional Account Manager
Industry Financial Services
Experience
Ygrene Energy Fund June 2015 - Present
Renovate America February 2015 - April 2015
Worth Unlimited 2012 - January 2015
Ybarra Financial Designs January 1992 - January 2015
Claims Comp Inc. July 2013 - October 2014
United First Financial 2006 - 2011
Ybarra Financial Designs March 1992 - September 2004
Skills
Sales Management, Administration, Training & Development, Employee Training, Personal Finance, Small Business, System Administration, Team Building, Public Speaking, Leadership, Finance, Coaching, Mortgage Lending, Financial Services, Loans, Sales, Strategic Financial..., Training, Fixed Annuities, Entrepreneurship, Insurance, Wealth, Retirement Planning
Education
San Diego State University-California State University 1986 — 1988
Business Marketing
Reedley College 1982 — 1984
Associates Degree, Industrial Technology
Ygrene Energy Fund June 2015 - Present
Renovate America February 2015 - April 2015
Worth Unlimited 2012 - January 2015
Ybarra Financial Designs January 1992 - January 2015
Claims Comp Inc. July 2013 - October 2014
United First Financial 2006 - 2011
Ybarra Financial Designs March 1992 - September 2004
Skills
Sales Management, Administration, Training & Development, Employee Training, Personal Finance, Small Business, System Administration, Team Building, Public Speaking, Leadership, Finance, Coaching, Mortgage Lending, Financial Services, Loans, Sales, Strategic Financial..., Training, Fixed Annuities, Entrepreneurship, Insurance, Wealth, Retirement Planning
Education
San Diego State University-California State University 1986 — 1988
Business Marketing
Reedley College 1982 — 1984
Associates Degree, Industrial Technology
Kathy Vasel Kathy Vasel's United First Financial Experience July 2008 - 2010
Job Licensed Mortgage Banker at Sage Bank
Industry Banking
Experience
Sage Bank June 2012 - Present
KDBS Inc 1989 - 2013
Reliant Mortgage Company December 2011 - July 2012
Guaranteed Rate May 2011 - December 2011
Reliant Mortgage Company March 2010 - 2011
DREW Mortgage Associates August 2008 - 2010
United First Financial July 2008 - 2010
Unlimited Mortgage Corporation October 2007 - August 2008
Kristen Salon Inc 1984 - 2005
Skills
VA, Refinance, Loans, Mortgage, Residential, Sellers, Mortgage Lending, First Time Home Buyers, Purchase, Investment Properties, Residential Homes, FHA, Real Estate, USDA, VA loans, Referrals, Real Estate Transactions, Mortgage Banking, Residential Mortgages, Loan Origination, FHA financing, Real Estate Financing, Government Loans, Banking, Relocation, HUD, Home Equity Loans, Vacation Homes, Jumbo Mortgage, High Agency Mortgage, Uncomforming Mortgage, Short Sales, Selling, Investors, Finance, Commercial Real Estate, Reverse Mortgages, Certified Mortgage..., Loan Servicing, Investments, Credit, Commercial Mortgages, Underwriting, Retail Banking, Real Estate Economics, Commercial Lending, Networking, REO, Loss Mitigation, Credit Analysis
Education
University of Massachusetts Lowell 1981 — 1983
Business
Chelmsford High School 1976 — 1980
Sage Bank June 2012 - Present
KDBS Inc 1989 - 2013
Reliant Mortgage Company December 2011 - July 2012
Guaranteed Rate May 2011 - December 2011
Reliant Mortgage Company March 2010 - 2011
DREW Mortgage Associates August 2008 - 2010
United First Financial July 2008 - 2010
Unlimited Mortgage Corporation October 2007 - August 2008
Kristen Salon Inc 1984 - 2005
Skills
VA, Refinance, Loans, Mortgage, Residential, Sellers, Mortgage Lending, First Time Home Buyers, Purchase, Investment Properties, Residential Homes, FHA, Real Estate, USDA, VA loans, Referrals, Real Estate Transactions, Mortgage Banking, Residential Mortgages, Loan Origination, FHA financing, Real Estate Financing, Government Loans, Banking, Relocation, HUD, Home Equity Loans, Vacation Homes, Jumbo Mortgage, High Agency Mortgage, Uncomforming Mortgage, Short Sales, Selling, Investors, Finance, Commercial Real Estate, Reverse Mortgages, Certified Mortgage..., Loan Servicing, Investments, Credit, Commercial Mortgages, Underwriting, Retail Banking, Real Estate Economics, Commercial Lending, Networking, REO, Loss Mitigation, Credit Analysis
Education
University of Massachusetts Lowell 1981 — 1983
Business
Chelmsford High School 1976 — 1980
Jon Webster IBI CP, LI's United First Financial Experience July 2007 - August 2008
Job President at Mutual Producers Group
Industry Financial Services
Experience
Mutual Producers Group March 2010 - Present
Accelerated Wealth June 2008 - January 2009
Accelerated Wealth June 2008 - January 2009
United First Financial July 2007 - August 2008
Grow Equity First June 2007 - June 2008
United First Financial July 2006 - May 2008
United First Financial 2005 - 2008
Quixtar 1998 - 2008
AZ Quality Builders, LLC May 2005 - June 2007
XanGo 2007 - 2007
Skills
Banking, Real Estate, Investments, Small Business, Mortgage Lending, Coaching, Leadership, Entrepreneurship, Fixed Annuities, Budgets, Team Building, Negotiation, Business Development, Time Management, New Business Development, Sales Management, Employee Benefits, Training, Strategic Planning, Sales, Refinance, Finance, Life Insurance, Selling, Wealth, Financial Advisory, Insurance, Strategic Financial..., Executive Management, Business Planning, Retirement Planning, Strategy, Financial Planning
Education
Nelson Nash Institiute 2015 — 2015
IBC AP Certified, Infinite Banking Concept
The Infinite Banking Institute 2012 — 2014
Authorized Practitioner Certification, Finance and Financial Management Services, Leading Mutual Agency Model
University of Idaho 1991 — 1998
Studied Business Technology, Business Administration, Management and Operations
University of Idaho 1990 — 1997
Business Technology
Mutual Producers Group March 2010 - Present
Accelerated Wealth June 2008 - January 2009
Accelerated Wealth June 2008 - January 2009
United First Financial July 2007 - August 2008
Grow Equity First June 2007 - June 2008
United First Financial July 2006 - May 2008
United First Financial 2005 - 2008
Quixtar 1998 - 2008
AZ Quality Builders, LLC May 2005 - June 2007
XanGo 2007 - 2007
Skills
Banking, Real Estate, Investments, Small Business, Mortgage Lending, Coaching, Leadership, Entrepreneurship, Fixed Annuities, Budgets, Team Building, Negotiation, Business Development, Time Management, New Business Development, Sales Management, Employee Benefits, Training, Strategic Planning, Sales, Refinance, Finance, Life Insurance, Selling, Wealth, Financial Advisory, Insurance, Strategic Financial..., Executive Management, Business Planning, Retirement Planning, Strategy, Financial Planning
Education
Nelson Nash Institiute 2015 — 2015
IBC AP Certified, Infinite Banking Concept
The Infinite Banking Institute 2012 — 2014
Authorized Practitioner Certification, Finance and Financial Management Services, Leading Mutual Agency Model
University of Idaho 1991 — 1998
Studied Business Technology, Business Administration, Management and Operations
University of Idaho 1990 — 1997
Business Technology
Nancy Blackburn Nancy Blackburn's United First Financial Experience March 2008 - April 2009
Job Auto/Home/Life/Business & Worker's Comp Agent at Farmers' Insurance Group
Industry Insurance
Experience
Farmers' Insurance Group January 2011 - Present
WordWorks November 2009 - December 2010
Touchstone Crystal Jewlery May 2009 - July 2010
United First Financial March 2008 - April 2009
The Networking Group 2009 - 2009
The Networking Team 2009 - 2009
Weekenders USA Inc. April 1996 - June 2008
Weekenders International 1996 - 2008
Skills
Consultive Sales..., Process Improvement, Newsletters, Fashion, Leadership Development, Budgets, Start-ups, Entrepreneurship, Sales, Finance, Leadership, Event Management, Advertising, Small Business, Social Networking, Social Media, Coaching, Marketing, Sales Operations, Mortgage Lending, Direct Sales, Public Speaking, Strategic Planning, Social Media Marketing, Online Advertising
Education
University of Farmers 2011 — 2011
Career Classes
University of Idaho 1979 — 1984
Bachelor of Science (B.S.), Seconodary Education
Farmers' Insurance Group January 2011 - Present
WordWorks November 2009 - December 2010
Touchstone Crystal Jewlery May 2009 - July 2010
United First Financial March 2008 - April 2009
The Networking Group 2009 - 2009
The Networking Team 2009 - 2009
Weekenders USA Inc. April 1996 - June 2008
Weekenders International 1996 - 2008
Skills
Consultive Sales..., Process Improvement, Newsletters, Fashion, Leadership Development, Budgets, Start-ups, Entrepreneurship, Sales, Finance, Leadership, Event Management, Advertising, Small Business, Social Networking, Social Media, Coaching, Marketing, Sales Operations, Mortgage Lending, Direct Sales, Public Speaking, Strategic Planning, Social Media Marketing, Online Advertising
Education
University of Farmers 2011 — 2011
Career Classes
University of Idaho 1979 — 1984
Bachelor of Science (B.S.), Seconodary Education
Jeannette Cole Jeannette Cole's United First Financial Experience January 2007 - Present
Job Branch Manager at United First Financial
Industry Facilities Services
Experience
United First Financial January 2007 - Present
U First Financial 2007 - Present
In-Sync Solutions January 1990 - May 2007
VLI Corporation 1980 - 1984
Skills
Finance, Marketing, Market Research, Strategic Planning, Business Planning, Mortgage Lending, Management, Team Building, Investments, Start-ups, Coaching, Investment Properties, Marketing Strategy, Workshop Facilitation, Small Business, Financial Services, Entrepreneurship, Real Estate, Sales, Budgets, FHA, Advertising, Training, Public Speaking
Education
Pepperdine University
MBA, Business & Management
United First Financial January 2007 - Present
U First Financial 2007 - Present
In-Sync Solutions January 1990 - May 2007
VLI Corporation 1980 - 1984
Skills
Finance, Marketing, Market Research, Strategic Planning, Business Planning, Mortgage Lending, Management, Team Building, Investments, Start-ups, Coaching, Investment Properties, Marketing Strategy, Workshop Facilitation, Small Business, Financial Services, Entrepreneurship, Real Estate, Sales, Budgets, FHA, Advertising, Training, Public Speaking
Education
Pepperdine University
MBA, Business & Management
Scot Jones Scot Jones's United First Financial Experience February 2008 - Present
Job Southern New Jersey
Industry Real Estate
Experience
Prudential Fox and Roach Realtors September 2008 - Present
United First Financial February 2008 - Present
RE/Max Shorepoints May 2005 - December 2006
Education
State University of New York at Delhi 1989 — 1991
management
Prudential Fox and Roach Realtors September 2008 - Present
United First Financial February 2008 - Present
RE/Max Shorepoints May 2005 - December 2006
Education
State University of New York at Delhi 1989 — 1991
management
M. K. Hill M. K. Hill's United First Financial Experience January 2006 - Present
Job Global Online Coupon Sales at Coupons Cash
Industry Financial Services
Experience
Coupons Cash April 2011 - Present
Clarity July 2009 - Present
United First Financial January 2006 - Present
MKEVHILL, Inc January 1990 - Present
Independant Consultant March 1983 - December 2007
Education
University of Georgia - Terry College of Business 1981 — 1986
BA, Business
Coupons Cash April 2011 - Present
Clarity July 2009 - Present
United First Financial January 2006 - Present
MKEVHILL, Inc January 1990 - Present
Independant Consultant March 1983 - December 2007
Education
University of Georgia - Terry College of Business 1981 — 1986
BA, Business
Candice Wagaman Candice Wagaman's United First Financial Experience Branch ManagerUnited First FinancialJanuary 2008 - Present
Job Branch Manager at United First Financial
Industry Financial Services
Experience
United First Financial Branch ManagerUnited First FinancialJanuary 2008 - Present
Education
Towson University
BA, Business/Human Services
United First Financial Branch ManagerUnited First FinancialJanuary 2008 - Present
Education
Towson University
BA, Business/Human Services
Richard (Rip) Yegerman Richard (Rip) Yegerman's United First Financial Experience July 2008 - June 2010
Job A Solid Financial Strategies Teacher & Coach. ~ Creating Personal Wealth From the Emerging Deregulated Energy Markets.
Industry Higher Education
Experience
Infinite Life Strategies April 2010 - Present
maCapital Resources June 2010 - Present
Snap-on Tools Authorized Independent Dealer September 1986 - Present
Home March 2012 - Present
Yegerman Automation Video & Security November 2006 - April 2012
New Course Financial April 2010 - September 2011
United First Financial July 2008 - June 2010
Audio Village April 1979 - June 1984
City Taxi January 1978 - April 1979
Arrowhead Dude Ranch May 1977 - September 1977
Skills
Retirement Planning, Strategic Financial..., Wealth Accumulation, Wealth Accumulation..., pension planning, Cash Flow, Cash Management, Cash Flow Analysis, Unintentional Wealth..., Financial Analysis, Financing, Self-Financing, Control, Use &..., Infinite Banking Concept, Bank On Yourself, Buying Back Your Debt, Debt Elimination, Debt Restructuring, Debt Analysis, Financial Education, Energy Deregulation, Energy Deregulation..., Energy Independent..., Energy Savings, Energy Residual Income, Energy Free Supply, Energy ESCO Ambit, Energy Savings Customer, Energy Ambit Team..., Energy Ambit Training &..., Finance, Entrepreneurship, Banking, Financial Advisory, Financial Planners, Investments, Mortgage Lending, Small Business, Employee Benefits, Life Insurance, Fixed Annuities, Wealth Management, Long-term Care, Disability Insurance, Financial Planning, Sales, Team Building
Education
MKMMA 2014 — 2015
State University of New York College at Plattsburgh 1977 — 1979
Business, Finance
Avon Old Farms School 1973 — 1976
LinkediIn
Infinite Life Strategies April 2010 - Present
maCapital Resources June 2010 - Present
Snap-on Tools Authorized Independent Dealer September 1986 - Present
Home March 2012 - Present
Yegerman Automation Video & Security November 2006 - April 2012
New Course Financial April 2010 - September 2011
United First Financial July 2008 - June 2010
Audio Village April 1979 - June 1984
City Taxi January 1978 - April 1979
Arrowhead Dude Ranch May 1977 - September 1977
Skills
Retirement Planning, Strategic Financial..., Wealth Accumulation, Wealth Accumulation..., pension planning, Cash Flow, Cash Management, Cash Flow Analysis, Unintentional Wealth..., Financial Analysis, Financing, Self-Financing, Control, Use &..., Infinite Banking Concept, Bank On Yourself, Buying Back Your Debt, Debt Elimination, Debt Restructuring, Debt Analysis, Financial Education, Energy Deregulation, Energy Deregulation..., Energy Independent..., Energy Savings, Energy Residual Income, Energy Free Supply, Energy ESCO Ambit, Energy Savings Customer, Energy Ambit Team..., Energy Ambit Training &..., Finance, Entrepreneurship, Banking, Financial Advisory, Financial Planners, Investments, Mortgage Lending, Small Business, Employee Benefits, Life Insurance, Fixed Annuities, Wealth Management, Long-term Care, Disability Insurance, Financial Planning, Sales, Team Building
Education
MKMMA 2014 — 2015
State University of New York College at Plattsburgh 1977 — 1979
Business, Finance
Avon Old Farms School 1973 — 1976
LinkediIn
Marta Smiech Marta Smiech's United First Financial Experience 2007 - 2011
Job Real Estate Broker at Chicagoland Brokers Inc.
Industry Real Estate
Experience
Chicagoland Brokers Inc March 2015 - Present
Coldwell Banker Residential Brokerage September 2014 - March 2015
ZipRealty Inc. January 2014 - September 2014
Realty Associates Network Inc. October 2008 - January 2014
KP Pro Financial Services 2010 - 2012
One Republic Mortgage Inc. 2010 - 2011
United First Financial 2007 - 2011
Bancmart Mortgage Network, Inc. 2008 - 2010
MZ Mortgage Inc. 2000 - 2007
Skills
Real Estate, First Time Home Buyers, Sellers, Negotiation, Residential Homes, Single Family Homes, Condos, Investment Properties, Short Sales, REO, Real Estate Transactions, Relocation, Referrals, Real Estate Financing, Real Estate Economics, Finance, Mortgage Banking, Financial Analysis, Selling, Banking, Small Business, Rentals, FHA, Mortgage Lending, Foreclosures, Investors, Loans, HUD, Residential Mortgages, FHA financing, Loan Origination, VA loans, Reverse Mortgages, USDA, New Home Sales, Property, Listings, Buyer Representation, Real Property, Mortgage Marketing, Buyers, Property Management, Value Based Selling, Construction Loans, Value Selling, Strategic Selling, Seller Representation, Sales
Education
Triton-College
Real Estate Institute
Chicagoland Brokers Inc March 2015 - Present
Coldwell Banker Residential Brokerage September 2014 - March 2015
ZipRealty Inc. January 2014 - September 2014
Realty Associates Network Inc. October 2008 - January 2014
KP Pro Financial Services 2010 - 2012
One Republic Mortgage Inc. 2010 - 2011
United First Financial 2007 - 2011
Bancmart Mortgage Network, Inc. 2008 - 2010
MZ Mortgage Inc. 2000 - 2007
Skills
Real Estate, First Time Home Buyers, Sellers, Negotiation, Residential Homes, Single Family Homes, Condos, Investment Properties, Short Sales, REO, Real Estate Transactions, Relocation, Referrals, Real Estate Financing, Real Estate Economics, Finance, Mortgage Banking, Financial Analysis, Selling, Banking, Small Business, Rentals, FHA, Mortgage Lending, Foreclosures, Investors, Loans, HUD, Residential Mortgages, FHA financing, Loan Origination, VA loans, Reverse Mortgages, USDA, New Home Sales, Property, Listings, Buyer Representation, Real Property, Mortgage Marketing, Buyers, Property Management, Value Based Selling, Construction Loans, Value Selling, Strategic Selling, Seller Representation, Sales
Education
Triton-College
Real Estate Institute
Tony Bianchi Tony Bianchi's United First Financial Experience 2006 - 2011
Job Tax Advantaged Financial Solutions
Industry Financial Services
Experience
SafeMoneySecrets.net 2010 - Present
Tony Bianchi 2004 - 2013
GEOcommand, Inc. 1995 - 2012
United First Financial 2006 - 2011
United First Financial 2006 - 2011
Transynergy 2009 - 2010
Freedom Equity Group 2005 - 2005
Assured Results 1988 - 2004
Procraft Liquid Siding 2002 - 2003
Skills
Annuities, Insurance, Retirement, Retirement Planning, Agents, Home, Investments, Financial Planning, Banking, Sales Management, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, IRAs, Wealth, Whole Life, Indexed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Permanent Life Insurance, Critical Illness, Wealth Management, Selling, Debt Elimination, Universal Life, Guaranteed Lifetime..., Financial Education, Alternative Investments, Strategic Financial..., Mortgage Lending, Estate Planning, Entrepreneurship, Long-term Care, Residential Mortgages, Small Business, Loans, Roth IRA, Life Settlements, Fractional Life..., Sales
Education
Sierra College 1977 — 1980
Associate's degree
Roseville High School 1972 — 1976
SafeMoneySecrets.net 2010 - Present
Tony Bianchi 2004 - 2013
GEOcommand, Inc. 1995 - 2012
United First Financial 2006 - 2011
United First Financial 2006 - 2011
Transynergy 2009 - 2010
Freedom Equity Group 2005 - 2005
Assured Results 1988 - 2004
Procraft Liquid Siding 2002 - 2003
Skills
Annuities, Insurance, Retirement, Retirement Planning, Agents, Home, Investments, Financial Planning, Banking, Sales Management, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, IRAs, Wealth, Whole Life, Indexed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Permanent Life Insurance, Critical Illness, Wealth Management, Selling, Debt Elimination, Universal Life, Guaranteed Lifetime..., Financial Education, Alternative Investments, Strategic Financial..., Mortgage Lending, Estate Planning, Entrepreneurship, Long-term Care, Residential Mortgages, Small Business, Loans, Roth IRA, Life Settlements, Fractional Life..., Sales
Education
Sierra College 1977 — 1980
Associate's degree
Roseville High School 1972 — 1976
Amy Birkner's United First Financial Experience 2006 - 2009
Job Director of Marketing at ClientTrack
Industry Computer Software
Experience
ClientTrack September 2014 - Present
InnerChange: Trusted Residential Therapy February 2014 - August 2014
The Summit Group February 2013 - February 2014
Henry Schein June 2011 - February 2013
3M Health Information Systems January 2008 - June 2011
United First Financial 2006 - 2009
AdvancedMD 2007 - 2008
RelayHealth 2004 - 2006
Laparoscopic Weight Loss Surgery Centers 2001 - 2004
WebMD 1999 - 2001
Skills
Product Marketing, Lead Generation, Marketing Strategy, Marketing, Marketing Communications, Integrated Marketing, Leadership, Direct Marketing, Strategic Planning, Product Management, Strategy, Management, Sales, New Business Development, Training, Brand Management, Strategic Communications, Product Launch, Project Management, Trade Shows, Account Management, Healthcare, Email Marketing, Cross-functional Team..., Social Media Marketing, Event Management, Program Management, Online Marketing, B2B Marketing, Content Strategy, Sales Process, Corporate Branding, Interactive Marketing, Digital Marketing, Direct Mail, Strategic Partnerships, Salesforce.com, Competitive Analysis, Sales Operations, Market Research, Online Advertising, Software, Business Development, B2B, Sales Management, Budgets, CRM, Marketing Management, Market Planning, Multi-channel Marketing
Education
University of Mary Washington 1985 — 1989
BA, English
University of Mary Washington 1985 — 1989
BA, American Studies
ClientTrack September 2014 - Present
InnerChange: Trusted Residential Therapy February 2014 - August 2014
The Summit Group February 2013 - February 2014
Henry Schein June 2011 - February 2013
3M Health Information Systems January 2008 - June 2011
United First Financial 2006 - 2009
AdvancedMD 2007 - 2008
RelayHealth 2004 - 2006
Laparoscopic Weight Loss Surgery Centers 2001 - 2004
WebMD 1999 - 2001
Skills
Product Marketing, Lead Generation, Marketing Strategy, Marketing, Marketing Communications, Integrated Marketing, Leadership, Direct Marketing, Strategic Planning, Product Management, Strategy, Management, Sales, New Business Development, Training, Brand Management, Strategic Communications, Product Launch, Project Management, Trade Shows, Account Management, Healthcare, Email Marketing, Cross-functional Team..., Social Media Marketing, Event Management, Program Management, Online Marketing, B2B Marketing, Content Strategy, Sales Process, Corporate Branding, Interactive Marketing, Digital Marketing, Direct Mail, Strategic Partnerships, Salesforce.com, Competitive Analysis, Sales Operations, Market Research, Online Advertising, Software, Business Development, B2B, Sales Management, Budgets, CRM, Marketing Management, Market Planning, Multi-channel Marketing
Education
University of Mary Washington 1985 — 1989
BA, English
University of Mary Washington 1985 — 1989
BA, American Studies
Lee Yan's United First Financial Experience November 2008 - April 2009
Job Operations Supervisor/Project Coordinator
Industry Apparel & Fashion
Experience
Landway International Corporation November 2012 - Present
Originate May 2012 - October 2012
Norman International Inc. February 2010 - March 2012
Myspace August 2009 - November 2009
United First Financial November 2008 - April 2009
Skills
Marketing, Training, Microsoft Excel, Project Management, PowerPoint, Outlook, Microsoft Office, Payroll, Event Management, Budgets, Team Building, Strategic Planning, Customer Service, Microsoft Word, Finance, Social Media Marketing, Social Media, New Business Development, Entrepreneurship, Quality Assurance, Promotional Industry, Vendor Relationships
Education
University of California, San Diego 2003 — 2008
BA, International Studies- Econ, Soci
University of California, Los Angeles 2010 — 2011
Certificate, General Business
Landway International Corporation November 2012 - Present
Originate May 2012 - October 2012
Norman International Inc. February 2010 - March 2012
Myspace August 2009 - November 2009
United First Financial November 2008 - April 2009
Skills
Marketing, Training, Microsoft Excel, Project Management, PowerPoint, Outlook, Microsoft Office, Payroll, Event Management, Budgets, Team Building, Strategic Planning, Customer Service, Microsoft Word, Finance, Social Media Marketing, Social Media, New Business Development, Entrepreneurship, Quality Assurance, Promotional Industry, Vendor Relationships
Education
University of California, San Diego 2003 — 2008
BA, International Studies- Econ, Soci
University of California, Los Angeles 2010 — 2011
Certificate, General Business
Anita McAllister Anita McAllister's United First Financial Experience October 2008 - May 2010
Job Wealth Strategist & Certified Estate Planner™ at A.M.E. Wealth Strategies
Industry Financial Services
Experience
Accelerated Wealth - Your Wealth Strategy Firm May 2012 - Present
Armed Forces Benefit Association August 2013 - December 2014
Hurricane Financial Corp October 2010 - May 2012
A.M.E. Accounting & Consulting March 1980 - December 2011
Tumbleweed Travel March 1997 - October 2011
United First Financial October 2008 - May 2010
Craig Hospital 1974 - 1978
Skills
Money, Wealth, Online Marketing, Insurance, Retirement Planning, Small Business, Team Building, Budgets, New Business Development, Accounting Applications, Sales, Entrepreneurship, Strategic Financial..., Management, Online Advertising, Social Media, Strategic Planning, Investments, Marketing, Social Networking, Sales Management, Accounting, Selling, Direct Sales, Social Media Marketing, Privitized Banking..., Accounting Software..., Accounting and Business..., Social Security Income..., Budgeting, Entrepreneur, Strategy, Finance, Retirement, Life Insurance, Financial Planning
Education
Red Rocks Community College 1982 — 1985
General Studies, Pre-CPA studies
Englewood High School 1972 — 1975
High School Diploma, Business & General Studies
Accelerated Wealth - Your Wealth Strategy Firm May 2012 - Present
Armed Forces Benefit Association August 2013 - December 2014
Hurricane Financial Corp October 2010 - May 2012
A.M.E. Accounting & Consulting March 1980 - December 2011
Tumbleweed Travel March 1997 - October 2011
United First Financial October 2008 - May 2010
Craig Hospital 1974 - 1978
Skills
Money, Wealth, Online Marketing, Insurance, Retirement Planning, Small Business, Team Building, Budgets, New Business Development, Accounting Applications, Sales, Entrepreneurship, Strategic Financial..., Management, Online Advertising, Social Media, Strategic Planning, Investments, Marketing, Social Networking, Sales Management, Accounting, Selling, Direct Sales, Social Media Marketing, Privitized Banking..., Accounting Software..., Accounting and Business..., Social Security Income..., Budgeting, Entrepreneur, Strategy, Finance, Retirement, Life Insurance, Financial Planning
Education
Red Rocks Community College 1982 — 1985
General Studies, Pre-CPA studies
Englewood High School 1972 — 1975
High School Diploma, Business & General Studies
Gerold J Peters's United First Financial Experience February 2006 - February 2011
Job Owner at Gerold J Peters & Affiliates
Industry Fund-Raising
Experience
Gerold J Peters & Affiliates September 2009 - Present
United First Financial February 2006 - February 2011
Real Estate and Appraisal Services January 1976 - August 2009
Skills
Money, Small Business, Personal Finance, Mortgage Lending, Mortgage Banking, Refinance, Public Speaking, Entrepreneurship, Finance, Fundraising, Team Building, Coaching, Budgets, Loans, Strategic Planning, Marketing
Education
Southeastern Louisiana University 1970 — 1974
BS, Business Administration/Accounting
Ponchatoula High School 1958 — 1962
Gerold J Peters & Affiliates September 2009 - Present
United First Financial February 2006 - February 2011
Real Estate and Appraisal Services January 1976 - August 2009
Skills
Money, Small Business, Personal Finance, Mortgage Lending, Mortgage Banking, Refinance, Public Speaking, Entrepreneurship, Finance, Fundraising, Team Building, Coaching, Budgets, Loans, Strategic Planning, Marketing
Education
Southeastern Louisiana University 1970 — 1974
BS, Business Administration/Accounting
Ponchatoula High School 1958 — 1962
Chuck Price, Jr Chuck Price, Jr's United First Financial Experience February 2007 - April 2007
Job Medical Logistics Analyst at ERP International
Industry Defense & Space
Experience
ERP International September 2014 - Present
Stratitia, Inc. July 2013 - September 2014
Eagle Systems and Services, Inc. January 2010 - July 2013
XOtech, LLC December 2009 - January 2010
TechWise July 2009 - December 2009
NG Enterprises, LLC February 2009 - December 2009
Stanley Associates April 2009 - June 2009
SRI January 2008 - July 2008
US Army, 3-360 TSB February 2006 - July 2007
United First Financial February 2007 - April 2007
Skills
Logistics, Public Speaking, Military, Security Clearance, DoD, Army, Medical Logistics, Interagency Coordination, Military Operations, National Security, Security, Government, Force Protection, Homeland Security, Defense, Military Logistics, Leadership, Weapons, Military Liaison, Military Training, Program Management, Operational Planning, C4ISR, Government Contracting, Training, Policy, Special Operations, Counterterrorism, Electronic Warfare, Combat, Logistics Management, Project Planning, Operations Management, Organizational..., Emergency Management, Physical Security, Intelligence, Tactics, Air Force, Supervisory Skills, Command, Intelligence Analysis, Team Leadership, Information Assurance, Military Experience, Supply Chain Management, Supply
Education
University of Maryland University College 1988 — 2013
Business Ad, Business
Evergreen High School 1984 — 1987
High School, General
ERP International September 2014 - Present
Stratitia, Inc. July 2013 - September 2014
Eagle Systems and Services, Inc. January 2010 - July 2013
XOtech, LLC December 2009 - January 2010
TechWise July 2009 - December 2009
NG Enterprises, LLC February 2009 - December 2009
Stanley Associates April 2009 - June 2009
SRI January 2008 - July 2008
US Army, 3-360 TSB February 2006 - July 2007
United First Financial February 2007 - April 2007
Skills
Logistics, Public Speaking, Military, Security Clearance, DoD, Army, Medical Logistics, Interagency Coordination, Military Operations, National Security, Security, Government, Force Protection, Homeland Security, Defense, Military Logistics, Leadership, Weapons, Military Liaison, Military Training, Program Management, Operational Planning, C4ISR, Government Contracting, Training, Policy, Special Operations, Counterterrorism, Electronic Warfare, Combat, Logistics Management, Project Planning, Operations Management, Organizational..., Emergency Management, Physical Security, Intelligence, Tactics, Air Force, Supervisory Skills, Command, Intelligence Analysis, Team Leadership, Information Assurance, Military Experience, Supply Chain Management, Supply
Education
University of Maryland University College 1988 — 2013
Business Ad, Business
Evergreen High School 1984 — 1987
High School, General
Carolyn N Edwards Carolyn N Edwards's United First Financial Experience February 2008 - February 2009
Job Independent Entrepreneur at MyNyloxin Health Care
Industry Health, Wellness and Fitness
Experience
MyNyloxin March 2014 - Present
Velara Global February 2014 - Present
Waiora Global August 2011 - Present
Financial Planning America / College Planning America June 2010 - June 2013
United First Financial February 2008 - February 2009
Gordon Carlson & Associates December 2006 - August 2007
Standard Pacific Homes May 1999 - November 2006
Citation Homes 1997 - 1999
Pacific Gulf Properties Inc. 1995 - 1997
The Konwiser Corporation 1978 - 1995
Skills
Wealth, Small Business, Retirement Planning, Money, Strategic Financial..., Financial Analysis, Budgets, Real Estate, Accounting, Coaching, Residential Homes, Sales Management, Leadership, Investments, Analysis, Time Management, Management, Investment Properties, Training, Project Planning, Employee Benefits, Organizational..., Portfolio Management, Entrepreneurship, Executive Management, Financial Planning
Education
Northern Illinois University
BS
MyNyloxin March 2014 - Present
Velara Global February 2014 - Present
Waiora Global August 2011 - Present
Financial Planning America / College Planning America June 2010 - June 2013
United First Financial February 2008 - February 2009
Gordon Carlson & Associates December 2006 - August 2007
Standard Pacific Homes May 1999 - November 2006
Citation Homes 1997 - 1999
Pacific Gulf Properties Inc. 1995 - 1997
The Konwiser Corporation 1978 - 1995
Skills
Wealth, Small Business, Retirement Planning, Money, Strategic Financial..., Financial Analysis, Budgets, Real Estate, Accounting, Coaching, Residential Homes, Sales Management, Leadership, Investments, Analysis, Time Management, Management, Investment Properties, Training, Project Planning, Employee Benefits, Organizational..., Portfolio Management, Entrepreneurship, Executive Management, Financial Planning
Education
Northern Illinois University
BS
Stacy Haskins DeWerd Stacy Haskins DeWerd's United First Financial Experience January 2007 - April 2010
Job Educational Support Professional at Osseo Area Schools
Industry Primary/Secondary Education
Experience
Osseo Area Schools September 2013 - Present
Anoka Hennepin Schools ISD #11 April 2010 - Present
United First Financial January 2007 - April 2010
Choices Healthcare Solutions/Nearco July 2006 - October 2008
Choices Healthcare Solutions/Nearco October 2003 - June 2006
RNDATABASE (division of Nearco) September 2002 - October 2003
Nearco Development March 2000 - September 2002
Education
University of Florida 1984 — 1986
BS, Telecommunications
Osseo Area Schools September 2013 - Present
Anoka Hennepin Schools ISD #11 April 2010 - Present
United First Financial January 2007 - April 2010
Choices Healthcare Solutions/Nearco July 2006 - October 2008
Choices Healthcare Solutions/Nearco October 2003 - June 2006
RNDATABASE (division of Nearco) September 2002 - October 2003
Nearco Development March 2000 - September 2002
Education
University of Florida 1984 — 1986
BS, Telecommunications
A. Dean Dino Braz A. Dean Dino Braz's United First Financial Experience December 2007 - Present
Job Independent Real Estate Professional
Industry Real Estate
Experience
United First Financial December 2007 - Present
Amerititle Agency, LLC January 2001 - Present
Jordan Baris, Inc April 1996 - Present
Education
Rutgers University-New Brunswick
United First Financial December 2007 - Present
Amerititle Agency, LLC January 2001 - Present
Jordan Baris, Inc April 1996 - Present
Education
Rutgers University-New Brunswick
Korene L. (Originating Mortgage AZ & CA NMLS 218520) Clopine-Seaman Korene L. (Originating Mortgage AZ & CA NMLS 218520) Clopine-Seaman's United First Financial Experience October 2007 - April 2011
Job Branch Manager | Senior Mortgage Originator | Arizona Wholesale Mortgage, Inc | Arizona and California Licensee
Industry Financial Services
Experience
Arizona Wholesale Mortgage Inc. NMLS #19254 in AZ & National Wholesale Mortgage Inc. NMLS 165243 July 2015 - Present
Geneva Financial LLC April 2014 - July 2015
Pinnacle Capital Mortgage Corp December 2012 - April 2014
Open Mortgage, LLC July 2012 - December 2012
W. J. Bradley Mortgage May 2011 - July 2012
Alliance Financial Resources, LLC July 2010 - April 2011
United First Financial October 2007 - April 2011
Send Out Cards March 2003 - April 2011
Pacific Coast Mortgage, Inc. March 2009 - April 2010
Prospect Mortgage, LLC January 2008 - December 2008
Skills
VA, Military, Conventional, VA Loans, Referrals, Reverse Mortgages, Customer Service, Purchase, Residential Homes, Investors, Coaching, First Time Home Buyers, USDA, Financial Analysis, Credit, Sales Management, Strategic Planning, Residential Mortgages, Residential, Mentoring, Banking, Investments, Marketing Strategy, Insurance, Customer Relations, Foreclosures, Mortgage, Budgeting, Finance, Financial Planning, Entrepreneurship, New Business Development, Compliance, Video Marketing, Contract Negotiation, Short Sales, REO, Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Refinance, Marketing, Small Business, FHA, Sellers, Team Building, Management, Investment Properties
Education
Northern State University 2001 — 2002
BS, Business Management/Accounting/Computer Sciences
Southwestern Assemblies of God University 2000 — 2001
AA, General Business
Northern State University 1970 — 1974
BS Business Admin/Accounting/Marketing, Bus. Administration, Accounting, Marketing, International Finance, Computer Science
Southwestern Assemblies of God University 1968 — 1970
Business, Accounting, Computer Sciences, Missions
Arizona Wholesale Mortgage Inc. NMLS #19254 in AZ & National Wholesale Mortgage Inc. NMLS 165243 July 2015 - Present
Geneva Financial LLC April 2014 - July 2015
Pinnacle Capital Mortgage Corp December 2012 - April 2014
Open Mortgage, LLC July 2012 - December 2012
W. J. Bradley Mortgage May 2011 - July 2012
Alliance Financial Resources, LLC July 2010 - April 2011
United First Financial October 2007 - April 2011
Send Out Cards March 2003 - April 2011
Pacific Coast Mortgage, Inc. March 2009 - April 2010
Prospect Mortgage, LLC January 2008 - December 2008
Skills
VA, Military, Conventional, VA Loans, Referrals, Reverse Mortgages, Customer Service, Purchase, Residential Homes, Investors, Coaching, First Time Home Buyers, USDA, Financial Analysis, Credit, Sales Management, Strategic Planning, Residential Mortgages, Residential, Mentoring, Banking, Investments, Marketing Strategy, Insurance, Customer Relations, Foreclosures, Mortgage, Budgeting, Finance, Financial Planning, Entrepreneurship, New Business Development, Compliance, Video Marketing, Contract Negotiation, Short Sales, REO, Loan Origination, Mortgage Banking, Mortgage Lending, Loans, Real Estate, Refinance, Marketing, Small Business, FHA, Sellers, Team Building, Management, Investment Properties
Education
Northern State University 2001 — 2002
BS, Business Management/Accounting/Computer Sciences
Southwestern Assemblies of God University 2000 — 2001
AA, General Business
Northern State University 1970 — 1974
BS Business Admin/Accounting/Marketing, Bus. Administration, Accounting, Marketing, International Finance, Computer Science
Southwestern Assemblies of God University 1968 — 1970
Business, Accounting, Computer Sciences, Missions
Brian Drury's United First Financial Experience August 2008 - Present
Job Personal Debt Consultant
Industry Financial Services
Experience
United First Financial August 2008 - Present
KY Farm Bureau Insurance March 2001 - October 2008
Education
University of Kentucky 1996 — 2000
United First Financial August 2008 - Present
KY Farm Bureau Insurance March 2001 - October 2008
Education
University of Kentucky 1996 — 2000
Betty Didcoct's United First Financial Experience 2007 - 2010
Job Community Living & Facilitation Coach
Industry Professional Training & Coaching
Experience
Allied Academy of Lifelong Learning April 2012 - Present
TIES Consulting and Coaching LLC 1986 - Present
United First Financial 2007 - 2010
The Waldorf Alliance August 2002 - March 2006
The Reiki Alliance December 2000 - August 2002
Fellowship for Intentional Community 1991 - 1996
Turtle Island Fund March 1980 - December 1985
Agassi Mountain Men's Medium Security Prison 1978 - 1981
British Columbia, Canada September 1971 - August 1978
Skills
Coaching, Workshop Facilitation, Entrepreneurship, Non-profits, Team Building, Leadership Development, Organizational..., Teaching, Personal Development, Workshops, Program Management, Social Media, Nonprofits, Executive Coaching, New Business Development, Start-ups, Wellness, Fundraising, Marketing, Public Speaking, Grants, Business Planning, Social Networking, Small Business, Strategic Planning, Training, Leadership, Management Consulting, Consulting, Strategy, Community Outreach
Education
Institute of Integrative Nutrition 2012 — 2013
Current student, Health & Nutrition coaching & consulting
University of Illinois at Urbana-Champaign 1961 — 1965
BFA, honors, Art Education, Ceramics
Allied Academy of Lifelong Learning April 2012 - Present
TIES Consulting and Coaching LLC 1986 - Present
United First Financial 2007 - 2010
The Waldorf Alliance August 2002 - March 2006
The Reiki Alliance December 2000 - August 2002
Fellowship for Intentional Community 1991 - 1996
Turtle Island Fund March 1980 - December 1985
Agassi Mountain Men's Medium Security Prison 1978 - 1981
British Columbia, Canada September 1971 - August 1978
Skills
Coaching, Workshop Facilitation, Entrepreneurship, Non-profits, Team Building, Leadership Development, Organizational..., Teaching, Personal Development, Workshops, Program Management, Social Media, Nonprofits, Executive Coaching, New Business Development, Start-ups, Wellness, Fundraising, Marketing, Public Speaking, Grants, Business Planning, Social Networking, Small Business, Strategic Planning, Training, Leadership, Management Consulting, Consulting, Strategy, Community Outreach
Education
Institute of Integrative Nutrition 2012 — 2013
Current student, Health & Nutrition coaching & consulting
University of Illinois at Urbana-Champaign 1961 — 1965
BFA, honors, Art Education, Ceramics
Brian Nates's United First Financial Experience March 2007 - October 2010
Job Program Manager at Christian Care Ministry
Industry Marketing and Advertising
Experience
Christian Care Ministry April 2015 - Present
Christian Care Ministry November 2010 - March 2015
United First Financial March 2007 - October 2010
Wholesale Furniture Dealers September 2004 - February 2007
Cintas January 2003 - May 2004
Enterprise Rent-A-Car September 1999 - December 2002
Skills
Leadership, Microsoft Excel, Referrals, Disability Insurance, Outlook, Sales Management, Training, Sales, Coaching, Customer Service, Team Building, Retail, Selling, Management, Marketing, Entrepreneurship, Strategic Planning, New Business Development, Social Networking, Small Business, Marketing Strategy
Education
University of Central Florida 1995 — 1999
BA, Psychology
Iona Prep 1991 — 1995
Christian Care Ministry April 2015 - Present
Christian Care Ministry November 2010 - March 2015
United First Financial March 2007 - October 2010
Wholesale Furniture Dealers September 2004 - February 2007
Cintas January 2003 - May 2004
Enterprise Rent-A-Car September 1999 - December 2002
Skills
Leadership, Microsoft Excel, Referrals, Disability Insurance, Outlook, Sales Management, Training, Sales, Coaching, Customer Service, Team Building, Retail, Selling, Management, Marketing, Entrepreneurship, Strategic Planning, New Business Development, Social Networking, Small Business, Marketing Strategy
Education
University of Central Florida 1995 — 1999
BA, Psychology
Iona Prep 1991 — 1995
Michael Goldstein (mgoldstein24@gmail.com) Michael Goldstein (mgoldstein24@gmail.com)'s United First Financial Experience April 2007 - May 2008
Job Saving $$ on Credit Card Processing
Industry Banking
Experience
MSIQ December 2009 - Present
United First Financial April 2007 - May 2008
GJP Properties, Inc. July 2005 - June 2007
Various Companies January 1995 - June 2005
Education
Peak Potentials 2007 — 2008
Stanford University
B.A. & MFA
MSIQ December 2009 - Present
United First Financial April 2007 - May 2008
GJP Properties, Inc. July 2005 - June 2007
Various Companies January 1995 - June 2005
Education
Peak Potentials 2007 — 2008
Stanford University
B.A. & MFA
A Dino Braz A Dino Braz's United First Financial Experience December 2007 - December 2010
Job Director at Ignite Turning Energy into Income
Industry Real Estate
Experience
Jordan Baris, Inc Real Estate/Commercial April 2001 - Present
United First Financial December 2007 - December 2010
NJ Transit October 1983 - June 1989
TAD Technical August 1982 - January 1983
Elizabethtown Gas/National Utilities & Industries August 1964 - June 1982
Education
Rutgers, The State University of New Jersey-New Brunswick 1971 — 1979
Bachelor of Science, Accounting & Finance
Jordan Baris, Inc Real Estate/Commercial April 2001 - Present
United First Financial December 2007 - December 2010
NJ Transit October 1983 - June 1989
TAD Technical August 1982 - January 1983
Elizabethtown Gas/National Utilities & Industries August 1964 - June 1982
Education
Rutgers, The State University of New Jersey-New Brunswick 1971 — 1979
Bachelor of Science, Accounting & Finance
Jerry DuPaw Jr's United First Financial Experience November 2006 - January 2008
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage December 2014 - Present
Consumer Credit Counseling Service of McHenry County September 2010 - Present
BMO Harris Bank December 2013 - December 2014
1st Advantage Mortgage June 2013 - December 2013
Send Out Cards January 2010 - July 2013
Residential Finance Corporation October 2012 - May 2013
Home State Bank, Crystal Lake, IL July 2008 - September 2012
Carteret Mortgage Corporation December 2003 - June 2008
United First Financial November 2006 - January 2008
Chicago Funding 2001 - 2003
Skills
VA, FHA, FHA financing, USDA, Conventional, Mortgage Banking, Mortgage Lending, Residential Mortgages, Reverse Mortgages, Mortgage Industry, Rates, Affordable Housing, Housing, Grants, First Time Home Buyers, Advisory Boards, Board Leadership, Online Marketing, Social Media Marketing, Marketing Strategy, Refinance, Loans, Loan Origination, Real Estate, VA loans, Banking, Foreclosures, Short Sales, Referrals, Investors, REO, Debt Consolidation, Finance, Government Loans, Real Estate Economics, 203K, Investment Properties, Real Estate Financing, Real Estate Transactions, USDA Rural Housing, Leadership, Non-Conforming, Home Equity Loans, Construction Loans, Consumer Lending, Credit, Underwriting, Sellers, FHA Financing
Education
University of Illinois at Urbana-Champaign 1999 — 2002
Aviation, Aviation
Mundelein High School 1996 — 1999
Wells Fargo Home Mortgage December 2014 - Present
Consumer Credit Counseling Service of McHenry County September 2010 - Present
BMO Harris Bank December 2013 - December 2014
1st Advantage Mortgage June 2013 - December 2013
Send Out Cards January 2010 - July 2013
Residential Finance Corporation October 2012 - May 2013
Home State Bank, Crystal Lake, IL July 2008 - September 2012
Carteret Mortgage Corporation December 2003 - June 2008
United First Financial November 2006 - January 2008
Chicago Funding 2001 - 2003
Skills
VA, FHA, FHA financing, USDA, Conventional, Mortgage Banking, Mortgage Lending, Residential Mortgages, Reverse Mortgages, Mortgage Industry, Rates, Affordable Housing, Housing, Grants, First Time Home Buyers, Advisory Boards, Board Leadership, Online Marketing, Social Media Marketing, Marketing Strategy, Refinance, Loans, Loan Origination, Real Estate, VA loans, Banking, Foreclosures, Short Sales, Referrals, Investors, REO, Debt Consolidation, Finance, Government Loans, Real Estate Economics, 203K, Investment Properties, Real Estate Financing, Real Estate Transactions, USDA Rural Housing, Leadership, Non-Conforming, Home Equity Loans, Construction Loans, Consumer Lending, Credit, Underwriting, Sellers, FHA Financing
Education
University of Illinois at Urbana-Champaign 1999 — 2002
Aviation, Aviation
Mundelein High School 1996 — 1999
Don Garske's United First Financial Experience September 2007 - August 2011
Job Solar Energy Consultant
Industry Renewables & Environment
Experience
Clean Solar Homes November 2014 - Present
St Louis Financial Group Inc. of Vancouver, Canada January 2012 - November 2014
Canon Business Solutions April 2011 - December 2011
United First Financial September 2007 - August 2011
IKON Office Solutions 2000 - 2007
Skills
Account Management, Sales, Business Development, Marketing, Professional Services, Team Leadership, Product Management, Solution Selling, Direct Sales, Sales Process, New Business Development, Team Building, Sales Presentations, Sales Management, Contract Negotiation, Document Imaging, Salesforce.com, Cold Calling, Selling, Leadership, Marketing Strategy, Negotiation, Electronic Content..., Enterprise Content...
Education
University of Phoenix 2005 — 2007
MBA, Emphasis in Marketing, 3.83
University of Phoenix 2004 — 2006
Bachelor of Science Business Management
University of Phoenix 2005 — 2005
Certificate in Project Management
Clean Solar Homes November 2014 - Present
St Louis Financial Group Inc. of Vancouver, Canada January 2012 - November 2014
Canon Business Solutions April 2011 - December 2011
United First Financial September 2007 - August 2011
IKON Office Solutions 2000 - 2007
Skills
Account Management, Sales, Business Development, Marketing, Professional Services, Team Leadership, Product Management, Solution Selling, Direct Sales, Sales Process, New Business Development, Team Building, Sales Presentations, Sales Management, Contract Negotiation, Document Imaging, Salesforce.com, Cold Calling, Selling, Leadership, Marketing Strategy, Negotiation, Electronic Content..., Enterprise Content...
Education
University of Phoenix 2005 — 2007
MBA, Emphasis in Marketing, 3.83
University of Phoenix 2004 — 2006
Bachelor of Science Business Management
University of Phoenix 2005 — 2005
Certificate in Project Management
Kong-How Pang's United First Financial Experience May 2008 - January 2010
Job Healthcare Data Architect and ETL Developer
Industry Financial Services
Experience
Yale New Haven Health System August 2015 - Present
Franchise Source Brands International December 2014 - August 2015
Connolly, Inc January 2010 - December 2014
United First Financial May 2008 - January 2010
Mailroom Technology, Inc. 2006 - 2008
Mailroom Technology, Inc. 2004 - 2006
Hasler, Inc 2000 - 2003
Ascom Hasler Mailing Systems, Inc. June 1991 - April 2001
Skills
Software Documentation, Integration, Team Leadership, Process Improvement, Software Development, SQL, Microsoft SQL Server, Software Project..., Testing, Oracle, Training, Leadership, SDLC, Business Analysis, Data Analysis, Databases, Oracle PL/SQL..., Software Engineering, Data Warehousing
Education
Purdue University 1980 — 1984
B.S., Computer Science
Yale New Haven Health System August 2015 - Present
Franchise Source Brands International December 2014 - August 2015
Connolly, Inc January 2010 - December 2014
United First Financial May 2008 - January 2010
Mailroom Technology, Inc. 2006 - 2008
Mailroom Technology, Inc. 2004 - 2006
Hasler, Inc 2000 - 2003
Ascom Hasler Mailing Systems, Inc. June 1991 - April 2001
Skills
Software Documentation, Integration, Team Leadership, Process Improvement, Software Development, SQL, Microsoft SQL Server, Software Project..., Testing, Oracle, Training, Leadership, SDLC, Business Analysis, Data Analysis, Databases, Oracle PL/SQL..., Software Engineering, Data Warehousing
Education
Purdue University 1980 — 1984
B.S., Computer Science
Mary Jane Dinardo's United First Financial Experience 2008 - Present
Job Realtor for the Hoboken/Jersey City Area
Industry Real Estate
Experience
RE/MAX Gold Coast Realty October 2011 - Present
Cherub Homes, LLC February 2008 - Present
United First Financial 2008 - Present
SmartStream Technologies April 2006 - May 2007
Discovery - The Financial Information Group August 2004 - April 2005
Guardian Investor Services, LLC March 1999 - August 2004
Tucker Anthony, Inc. March 1997 - February 1998
Education
Regis University 2001 — 2004
MBA, Health Care Management
The College of New Jersey 1990 — 1995
BS, BA, Biology, Psychology, Chemistry
Willingboro High School 1986 — 1990
Diploma, Honors
RE/MAX Gold Coast Realty October 2011 - Present
Cherub Homes, LLC February 2008 - Present
United First Financial 2008 - Present
SmartStream Technologies April 2006 - May 2007
Discovery - The Financial Information Group August 2004 - April 2005
Guardian Investor Services, LLC March 1999 - August 2004
Tucker Anthony, Inc. March 1997 - February 1998
Education
Regis University 2001 — 2004
MBA, Health Care Management
The College of New Jersey 1990 — 1995
BS, BA, Biology, Psychology, Chemistry
Willingboro High School 1986 — 1990
Diploma, Honors
Bud Nemeth's United First Financial Experience 2007 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
United First Financial 2007 - 2009
Education
University of Miami 1986 — 1990
United First Financial 2007 - 2009
Education
University of Miami 1986 — 1990
Mark Gilewicz's United First Financial Experience 2007 - 2010
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
United First Financial 2007 - 2010
Education
University of North Carolina at Chapel Hill 1983 — 1987
United First Financial 2007 - 2010
Education
University of North Carolina at Chapel Hill 1983 — 1987
Carey Edwards's United First Financial Experience 2008 - Present
Job Executive Recruiter with United First Financial
Industry Financial Services
Experience
United First Financial 2008 - Present
Education
University of Pittsburgh 1986 — 1991
United First Financial 2008 - Present
Education
University of Pittsburgh 1986 — 1991
Jack Parry's United First Financial Experience 2007 - 2010
Job Owner, Computer And Phone Solutions
Industry Computer Networking
Experience
The Paid 2 Save Network September 2014 - Present
Computer And Phone Solutions January 2002 - Present
United First Financial 2007 - 2010
Skills
VoIP, Managed Services, Unified Communications, Network Design, Cloud Computing, Small Business
Education
Point Loma Nazarene University 1970 — 1972
Rancho Santiago Community College 1968 — 1970
Southern Nazarene University 1967 — 1968
The Paid 2 Save Network September 2014 - Present
Computer And Phone Solutions January 2002 - Present
United First Financial 2007 - 2010
Skills
VoIP, Managed Services, Unified Communications, Network Design, Cloud Computing, Small Business
Education
Point Loma Nazarene University 1970 — 1972
Rancho Santiago Community College 1968 — 1970
Southern Nazarene University 1967 — 1968
Jill Coss's United First Financial Experience 2007 - 2010
Job Sr. Mortgage Banker at Eagle Home Mortgage
Industry Financial Services
Experience
Eagle Home Mortgage May 2014 - Present
American Advisors Group May 2013 - May 2014
Financial Planning America / College Planning America 2011 - May 2013
C2 Financial Corporation 2012 - 2013
Purpose Funding 2009 - 2011
United First Financial 2007 - 2010
Skills
Strategic Financial..., Retirement Planning, Real Estate, Sales, Sales Management, Residential Mortgages, Asset Management, Financial Risk, Finance, Wealth, Reverse Mortgages, Marketing, Financial Planning, Mortgage Banking, Loan Origination, Customer Service, Public Speaking, Real Estate Transactions, Refinance, FHA
Education
University of Southern California
Business
Brooks College
Fahsion Design
University of North Texas
Eagle Home Mortgage May 2014 - Present
American Advisors Group May 2013 - May 2014
Financial Planning America / College Planning America 2011 - May 2013
C2 Financial Corporation 2012 - 2013
Purpose Funding 2009 - 2011
United First Financial 2007 - 2010
Skills
Strategic Financial..., Retirement Planning, Real Estate, Sales, Sales Management, Residential Mortgages, Asset Management, Financial Risk, Finance, Wealth, Reverse Mortgages, Marketing, Financial Planning, Mortgage Banking, Loan Origination, Customer Service, Public Speaking, Real Estate Transactions, Refinance, FHA
Education
University of Southern California
Business
Brooks College
Fahsion Design
University of North Texas
Martina Dreyer's United First Financial Experience 2007 - 2009
Job Nanomaterials Researcher at University of Oklahoma
Industry Chemicals
Experience
University of Oklahoma May 2002 - Present
United First Financial 2007 - 2009
Blue Hawks 2005 - 2006
Education
University of Oklahoma 1992 — 2002
University of Oklahoma May 2002 - Present
United First Financial 2007 - 2009
Blue Hawks 2005 - 2006
Education
University of Oklahoma 1992 — 2002
Jack May's United First Financial Experience April 2008 - January 2010
Job Idependent Contractor at Armed Forces Benefit Association
Industry Financial Services
Experience
Armed Forces Benefit Association June 2014 - Present
MAYDAY MULTIMEDIA January 2010 - Present
UNITED FIRST FINANCIAL April 2008 - January 2010
THE REAL ESTATE COMPANY OF THE FLORIDA KEYS AT OCEAN REEF February 2007 - February 2008
FILMORE CONSTRUCTION COMPANY November 2005 - February 2007
EXCALIBUR YACHT CHARTERS April 2001 - September 2005
MORTGAGE ACCEPTANCE CORPORATION December 1995 - July 2001
INVESTAID CORPORATION May 1991 - November 1995
TELEPHONE SUPPORT SYSTEMS August 1989 - May 1991
AMERITECH MOBILE COMMUNICATIONS, INC. June 1986 - August 1989
Skills
Sales, Start-ups, Marketing, Management, Sales Management, Business Networking, Sales Presentations, Creative Writing, New Business Development, Sales Process, Sales Training, Business Coaching, Novels, Team Building, B2B, Public Speaking, Strategic Planning, Customer Retention, Entrepreneurship, Fiction Writing, Published Author, Small Business, Fiction, Selling Skills, Marketing Strategy, Coaching
Education
Oakland University
Business Administration and Management, General
Augusta Military Academy
College Prep
Armed Forces Benefit Association June 2014 - Present
MAYDAY MULTIMEDIA January 2010 - Present
UNITED FIRST FINANCIAL April 2008 - January 2010
THE REAL ESTATE COMPANY OF THE FLORIDA KEYS AT OCEAN REEF February 2007 - February 2008
FILMORE CONSTRUCTION COMPANY November 2005 - February 2007
EXCALIBUR YACHT CHARTERS April 2001 - September 2005
MORTGAGE ACCEPTANCE CORPORATION December 1995 - July 2001
INVESTAID CORPORATION May 1991 - November 1995
TELEPHONE SUPPORT SYSTEMS August 1989 - May 1991
AMERITECH MOBILE COMMUNICATIONS, INC. June 1986 - August 1989
Skills
Sales, Start-ups, Marketing, Management, Sales Management, Business Networking, Sales Presentations, Creative Writing, New Business Development, Sales Process, Sales Training, Business Coaching, Novels, Team Building, B2B, Public Speaking, Strategic Planning, Customer Retention, Entrepreneurship, Fiction Writing, Published Author, Small Business, Fiction, Selling Skills, Marketing Strategy, Coaching
Education
Oakland University
Business Administration and Management, General
Augusta Military Academy
College Prep
Dennis O'Nan's United First Financial Experience 2006 - 2010
Job Owner at Magnolia Financial Solutions
Industry Financial Services
Experience
Med Saveer Direct April 2014 - Present
Magnolia Financial Solutions January 2006 - Present
Magnolia Mortgage Solutions LLC January 2006 - January 2010
United First Financial 2006 - 2010
United First Financial 2006 - 2010
Skills
Loans, Wealth, Fixed Annuities, Entrepreneurship, New Business Development, Mortgage Lending, Investments, Refinance, FHA, Mortgage Banking, Strategic Financial..., Small Business, Retirement Planning, Reverse Mortgages, Credit, Team Building, Finance, Sales, Marketing Strategy, Strategic Planning, Life Insurance, Customer Service, Financial Planning
Education
University of Mississippi 1983 — 1987
Doctorate of Education, Kinesiology
Mississippi State University 1972 — 1973
Master's Degree, Kinesiology
University of Tennessee at Martin 1964 — 1968
Bachelor's Degree, Health and Physical Education
Med Saveer Direct April 2014 - Present
Magnolia Financial Solutions January 2006 - Present
Magnolia Mortgage Solutions LLC January 2006 - January 2010
United First Financial 2006 - 2010
United First Financial 2006 - 2010
Skills
Loans, Wealth, Fixed Annuities, Entrepreneurship, New Business Development, Mortgage Lending, Investments, Refinance, FHA, Mortgage Banking, Strategic Financial..., Small Business, Retirement Planning, Reverse Mortgages, Credit, Team Building, Finance, Sales, Marketing Strategy, Strategic Planning, Life Insurance, Customer Service, Financial Planning
Education
University of Mississippi 1983 — 1987
Doctorate of Education, Kinesiology
Mississippi State University 1972 — 1973
Master's Degree, Kinesiology
University of Tennessee at Martin 1964 — 1968
Bachelor's Degree, Health and Physical Education
Rex Huang's United First Financial Experience January 2008 - August 2014
Job Corporate Counsel at CompToday, a subsidiary of Cogent Works
Industry Financial Services
Experience
CompToday, a subsidiary of Cogent Works August 2014 - Present
Rexfly Fishing Products 2012 - Present
United First Financial January 2008 - August 2014
WorkingRx January 2005 - December 2007
Driggs, Osborne & Huang (now Driggs, Bills & Day) January 1996 - December 2004
United States Marine Corps 1990 - 1991
Skills
Arbitration, Trade Secrets, Intellectual Property, Commercial Litigation, Licensing, Litigation, Corporate Governance, Corporate Law, Copyright Law, Trademarks, Courts, Mediation, Mergers & Acquisitions, Civil Litigation, Legal Research, Appeals, Legal Writing, Joint Ventures, International Law, Patent Litigation
Education
University of Utah S.J. Quinney College of Law 1992 — 1995
JD, Law
University of California, San Diego 1987 — 1992
BA, Political Science
University of California, San Diego 1987 — 1992
CompToday, a subsidiary of Cogent Works August 2014 - Present
Rexfly Fishing Products 2012 - Present
United First Financial January 2008 - August 2014
WorkingRx January 2005 - December 2007
Driggs, Osborne & Huang (now Driggs, Bills & Day) January 1996 - December 2004
United States Marine Corps 1990 - 1991
Skills
Arbitration, Trade Secrets, Intellectual Property, Commercial Litigation, Licensing, Litigation, Corporate Governance, Corporate Law, Copyright Law, Trademarks, Courts, Mediation, Mergers & Acquisitions, Civil Litigation, Legal Research, Appeals, Legal Writing, Joint Ventures, International Law, Patent Litigation
Education
University of Utah S.J. Quinney College of Law 1992 — 1995
JD, Law
University of California, San Diego 1987 — 1992
BA, Political Science
University of California, San Diego 1987 — 1992
Gene Harris's United First Financial Experience June 2006 - 2009
Job Life Coach to Teachers
Industry Education Management
Experience
Hylton High School June 2009 - Present
United First Financial June 2006 - 2009
Prince William County Schools 1974 - 2006
Skills
Small Business, Refinance, Wealth, Loans, Mortgage Lending, Public Speaking, Team Building, Teaching, Entrepreneurship, Coaching, Management, Sales, Strategic Planning, Leadership, Real Estate
Education
Regent University 1985 — 1987
Masters of Arts, Theology/Theological Studies
Old Dominion University 1967 — 1973
Bachelor of Arts (B.A.), Education (Social Studies)
Hylton High School June 2009 - Present
United First Financial June 2006 - 2009
Prince William County Schools 1974 - 2006
Skills
Small Business, Refinance, Wealth, Loans, Mortgage Lending, Public Speaking, Team Building, Teaching, Entrepreneurship, Coaching, Management, Sales, Strategic Planning, Leadership, Real Estate
Education
Regent University 1985 — 1987
Masters of Arts, Theology/Theological Studies
Old Dominion University 1967 — 1973
Bachelor of Arts (B.A.), Education (Social Studies)
Yvette Arundel's United First Financial Experience November 2007 - Present
Job United First Financial, Independent Agent
Industry Financial Services
Experience
United First Financial November 2007 - Present
Mortgage IT March 2006 - November 2007
Education
The Ohio State University 2001 — 2004
BS, Pharmaceutical Sciences/Biochemistry
United First Financial November 2007 - Present
Mortgage IT March 2006 - November 2007
Education
The Ohio State University 2001 — 2004
BS, Pharmaceutical Sciences/Biochemistry
Kip LeBaron's United First Financial Experience October 2007 - Present
Job Owner, Fitness Together & Elements Therapeutic Massage
Industry Health, Wellness and Fitness
Experience
United First Financial October 2007 - Present
Fitness Together January 2002 - Present
Rational Software September 1998 - November 2001
Target Marketing 1993 - 1996
Target Marketing (now called Amergent) 1993 - 1996
Education
Salem State University 1988 — 1993
United First Financial October 2007 - Present
Fitness Together January 2002 - Present
Rational Software September 1998 - November 2001
Target Marketing 1993 - 1996
Target Marketing (now called Amergent) 1993 - 1996
Education
Salem State University 1988 — 1993
Kimberly J Kline's United First Financial Experience November 2006 - Present
Job Corporate Trainer at International City Mortgage
Industry Financial Services
Experience
International City Mortgage March 2015 - Present
NSDCAR September 2013 - Present
Carlsbad Pop Warner 2010 - Present
United First Financial November 2006 - Present
OneTrust Home Loans February 2014 - March 2015
BluFi Lending October 2011 - February 2014
Nationstar Mortgage Strategic Alliance June 2011 - October 2011
Magnifund Group August 2009 - May 2011
JPMorgan Chase August 2006 - February 2008
Decision One Mortgage May 2003 - August 2006
Skills
Loan Origination, Loans, Meeting Planning, Mortgage Lending, Investment Properties, Training, Strategy, Refinance, Real Estate, Sales, Residential Mortgages, New Business Development, Reverse Mortgages, Marketing, Mortgage Banking, REO, Management, Foreclosures, Finance, Investments, Strategic Financial..., First Time Home Buyers, FHA, Banking, Budgets, FHA financing, Small Business, Real Estate Transactions, Business Development, VA loans, Sales Management, Insurance, USDA, Referrals, Credit, Selling, Real Estate Financing, Real Estate Economics, Investors, Government Loans, Residential Homes, Underwriting, Commercial Lending, Certified Mortgage..., Sellers, Condos, Short Sales, Single Family Homes, Mortgage Underwriting, Credit Analysis
Education
University of Nevada-Las Vegas 1993 — 1995
BS, Hotel Administration
WNS
WNS
International City Mortgage March 2015 - Present
NSDCAR September 2013 - Present
Carlsbad Pop Warner 2010 - Present
United First Financial November 2006 - Present
OneTrust Home Loans February 2014 - March 2015
BluFi Lending October 2011 - February 2014
Nationstar Mortgage Strategic Alliance June 2011 - October 2011
Magnifund Group August 2009 - May 2011
JPMorgan Chase August 2006 - February 2008
Decision One Mortgage May 2003 - August 2006
Skills
Loan Origination, Loans, Meeting Planning, Mortgage Lending, Investment Properties, Training, Strategy, Refinance, Real Estate, Sales, Residential Mortgages, New Business Development, Reverse Mortgages, Marketing, Mortgage Banking, REO, Management, Foreclosures, Finance, Investments, Strategic Financial..., First Time Home Buyers, FHA, Banking, Budgets, FHA financing, Small Business, Real Estate Transactions, Business Development, VA loans, Sales Management, Insurance, USDA, Referrals, Credit, Selling, Real Estate Financing, Real Estate Economics, Investors, Government Loans, Residential Homes, Underwriting, Commercial Lending, Certified Mortgage..., Sellers, Condos, Short Sales, Single Family Homes, Mortgage Underwriting, Credit Analysis
Education
University of Nevada-Las Vegas 1993 — 1995
BS, Hotel Administration
WNS
WNS
Jerome Guenthner's United First Financial Experience January 2006 - Present
Job Sales Associate at United First Financial
Industry Financial Services
Experience
United First Financial January 2006 - Present
Sexaur March 2002 - September 2006
Skills
Mortgage, Credit, Retirement Planning, Retirement, First Time Home Buyers, Budgeting, Foreclosures, Problem Solving, Negotiation, Strategic Planning, Financial Analysis, Planning
Education
Northeastern 1965 — 1967
United First Financial January 2006 - Present
Sexaur March 2002 - September 2006
Skills
Mortgage, Credit, Retirement Planning, Retirement, First Time Home Buyers, Budgeting, Foreclosures, Problem Solving, Negotiation, Strategic Planning, Financial Analysis, Planning
Education
Northeastern 1965 — 1967
Sandra Dyja's United First Financial Experience November 2007 - Present
Job Owner, Blest Investments / U1st financial agent
Industry Financial Services
Experience
United First Financial November 2007 - Present
Education
Oakland Community College
United First Financial November 2007 - Present
Education
Oakland Community College
Robert Coggins's United First Financial Experience December 2007 - Present
Job Mortgage Reduction Specialist
Industry Banking
Experience
United First Financial December 2007 - Present
Education
International School of Theology 1985 — 1987
MABC, Counseling
University of Maryland - Robert H. Smith School of Business 1969 — 1972
United First Financial December 2007 - Present
Education
International School of Theology 1985 — 1987
MABC, Counseling
University of Maryland - Robert H. Smith School of Business 1969 — 1972
Brian Bear's United First Financial Experience January 2008 - May 2010
Job International Health Insurance Professional at Diligent Money, LLC
Industry Financial Services
Experience
Hurricane Financial 2010 - Present
Diligent Money, LLC January 1999 - Present
United First Financial January 2008 - May 2010
International Medical Group 1999 - 2010
Planet Technologies October 2003 - April 2007
Education
Pensacola Christian College 1993 — 1997
Hurricane Financial 2010 - Present
Diligent Money, LLC January 1999 - Present
United First Financial January 2008 - May 2010
International Medical Group 1999 - 2010
Planet Technologies October 2003 - April 2007
Education
Pensacola Christian College 1993 — 1997
Jan Capodi's United First Financial Experience October 2007 - Present
Job Principal of Your Choice Insurance and Financial Services
Industry Financial Services
Experience
UNITED FIRST FINANCIAL October 2007 - Present
Your Choice Insurance and Financial Svcs April 2005 - Present
AccordingToDanny... 2009 - March 2010
Focus Eyewear, Ltd. 1978 - 1998
Education
MASSACHUSETTES DEPT OF HEALTH-LICENSING DIV 1973 — 2000
LICENSED OPTICIAN, OPTICIANRY
STATE OF CT-DEPT OF HEALTH-LICENSING DIV. 1973 — 2000
LICENSED OPTICIAN, OPTICIANRY
Southern Connecticut State University 1969 — 1971
PHYS ED AND ART
UNITED FIRST FINANCIAL October 2007 - Present
Your Choice Insurance and Financial Svcs April 2005 - Present
AccordingToDanny... 2009 - March 2010
Focus Eyewear, Ltd. 1978 - 1998
Education
MASSACHUSETTES DEPT OF HEALTH-LICENSING DIV 1973 — 2000
LICENSED OPTICIAN, OPTICIANRY
STATE OF CT-DEPT OF HEALTH-LICENSING DIV. 1973 — 2000
LICENSED OPTICIAN, OPTICIANRY
Southern Connecticut State University 1969 — 1971
PHYS ED AND ART
Steve Reiling's United First Financial Experience March 2008 - April 2011
Job Seeking opportunities in project management
Industry Medical Devices
Experience
Seeking New Position August 2015 - Present
Medtronic February 2015 - July 2015
Wells Fargo April 2011 - February 2015
United First Financial March 2008 - April 2011
Carpenters Union Local 87 May 2006 - March 2008
Cal Spas June 2005 - May 2006
Dawson Enterprises May 1998 - February 2005
United Artist Theatre Company October 1993 - August 1998
Skills
Sales, Recruiting, Inventory Management, Strategy, Customer Service, Strategic Planning, CRM, Payroll, Finance, Accounts Receivable, Accounts Payable, Project Management, Process Improvement, Management, Leadership, Budgets
Education
The College of St. Scholastica 2006 — 2008
Bachelors, Management
Seeking New Position August 2015 - Present
Medtronic February 2015 - July 2015
Wells Fargo April 2011 - February 2015
United First Financial March 2008 - April 2011
Carpenters Union Local 87 May 2006 - March 2008
Cal Spas June 2005 - May 2006
Dawson Enterprises May 1998 - February 2005
United Artist Theatre Company October 1993 - August 1998
Skills
Sales, Recruiting, Inventory Management, Strategy, Customer Service, Strategic Planning, CRM, Payroll, Finance, Accounts Receivable, Accounts Payable, Project Management, Process Improvement, Management, Leadership, Budgets
Education
The College of St. Scholastica 2006 — 2008
Bachelors, Management
Austin Olsen's United First Financial Experience 2007 - 2009
Job Tax Accountant at Hawkins Cloward & Simister
Industry Consumer Services
Experience
Hawkins Cloward & Simister January 2015 - Present
Extra Space Storage December 2013 - December 2014
Overstock.com January 2013 - December 2013
O.co December 2009 - December 2012
United First Financial 2007 - 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Payable, Forecasting, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, GAAP, Microsoft Excel, Financial Accounting, Budgets, Process Improvement, Internal Controls, US GAAP, Cash Flow
Education
University of Phoenix 2010 — 2012
Bachelors, Accounting
Hawkins Cloward & Simister January 2015 - Present
Extra Space Storage December 2013 - December 2014
Overstock.com January 2013 - December 2013
O.co December 2009 - December 2012
United First Financial 2007 - 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Payable, Forecasting, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, GAAP, Microsoft Excel, Financial Accounting, Budgets, Process Improvement, Internal Controls, US GAAP, Cash Flow
Education
University of Phoenix 2010 — 2012
Bachelors, Accounting
Harrison Scott Wallace's United First Financial Experience 2007 - 2008
Job Total Wellness Advocate
Industry Health, Wellness and Fitness
Experience
Jeunesse Global March 2007 - Present
United First Financial 2007 - 2008
Skills
Sales Process, Coaching, Team Building, Customer Service, Small Business, Public Speaking, Contract Negotiation, Training, Strategic Planning, Leadership, Management, Sales, Marketing, Budgets, Social Networking, Team Leadership, Program Management, Leadership Development
Education
Old Dominion University 1976 — 1979
Psychology
Jeunesse Global March 2007 - Present
United First Financial 2007 - 2008
Skills
Sales Process, Coaching, Team Building, Customer Service, Small Business, Public Speaking, Contract Negotiation, Training, Strategic Planning, Leadership, Management, Sales, Marketing, Budgets, Social Networking, Team Leadership, Program Management, Leadership Development
Education
Old Dominion University 1976 — 1979
Psychology
Anthony Lagoon's United First Financial Experience October 2006 - August 2007
Job UI designer & founder of Underbelly
Industry Graphic Design
Experience
Underbelly August 2008 - Present
Alliance Health Networks July 2011 - March 2012
Overstock.com June 2011 - July 2011
Ancestry.com March 2010 - June 2011
Sizzling Platter Inc. November 2008 - April 2009
Anthony Lagoon Design October 2006 - August 2008
the Black Chandelier August 2007 - April 2008
United First Financial October 2006 - August 2007
DocuNet LLC January 2005 - October 2006
Skills
Interaction Design, User Interface Design, Information Architecture, User Experience Design, Web Design, User Experience, Graphic Design, Mobile Design, User Interface, Wireframes, CSS, InDesign, Creative Direction, Photography, Graphics, Illustration, Logo Design, User-centered Design, Adobe Creative Suite, Corporate Identity, Art Direction, Illustrator, Adobe Fireworks, Visual Design, Flash, Branding & Identity, Webdesign
Education
Salt Lake Community College 2003 — 2005
Visual Art and Design/Design Emphasis
Prepa
Underbelly August 2008 - Present
Alliance Health Networks July 2011 - March 2012
Overstock.com June 2011 - July 2011
Ancestry.com March 2010 - June 2011
Sizzling Platter Inc. November 2008 - April 2009
Anthony Lagoon Design October 2006 - August 2008
the Black Chandelier August 2007 - April 2008
United First Financial October 2006 - August 2007
DocuNet LLC January 2005 - October 2006
Skills
Interaction Design, User Interface Design, Information Architecture, User Experience Design, Web Design, User Experience, Graphic Design, Mobile Design, User Interface, Wireframes, CSS, InDesign, Creative Direction, Photography, Graphics, Illustration, Logo Design, User-centered Design, Adobe Creative Suite, Corporate Identity, Art Direction, Illustrator, Adobe Fireworks, Visual Design, Flash, Branding & Identity, Webdesign
Education
Salt Lake Community College 2003 — 2005
Visual Art and Design/Design Emphasis
Prepa
Alice Christofas Burton Bogansky's United First Financial Experience April 1999 - Present
Job Retired
Industry Financial Services
Experience
United First Financial April 1999 - Present
Sanchez Computer Associates January 1996 - April 1999
CoreStates August 1978 - April 1994
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Mergers & Acquisitions, Public Speaking, Research, PowerPoint, Due Diligence
Education
Penn State University 1967 — 1971
BS, Education
Germantown High School 1965 — 1967
HS Diploma, Academic
United First Financial April 1999 - Present
Sanchez Computer Associates January 1996 - April 1999
CoreStates August 1978 - April 1994
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Mergers & Acquisitions, Public Speaking, Research, PowerPoint, Due Diligence
Education
Penn State University 1967 — 1971
BS, Education
Germantown High School 1965 — 1967
HS Diploma, Academic
Jesse McDonald's United First Financial Experience January 2008 - November 2008
Job Integration Engineer at CBM Computer Solutions, LLC
Industry Information Technology and Services
Experience
CBM Computer Solutions, LLC July 2010 - Present
Xerox Business Services November 2008 - May 2010
United First Financial January 2008 - November 2008
Advance Mortgage Group May 2007 - July 2008
Portland Community College August 2005 - June 2007
Skills
Computer Maintenance, Networking, Technical Support, Software Installation, Mac, Mac OS X, Linux, Windows Server, iOS, iPad, iPhone, iPhone Support, Webinars, CrossLoop, Teaching, Instructor-led Training, Web Design, Website Development, SEO, Web Hosting, Domain Registration, Email Marketing, Email Hosting, Digital Audio, Music Production, OS X
Education
Portland State University 2006 — 2008
B.S., Economics, Sociology
Portland Community College 2003 — 2006
Associate of Arts (A.A.), Audio Engineering
CBM Computer Solutions, LLC July 2010 - Present
Xerox Business Services November 2008 - May 2010
United First Financial January 2008 - November 2008
Advance Mortgage Group May 2007 - July 2008
Portland Community College August 2005 - June 2007
Skills
Computer Maintenance, Networking, Technical Support, Software Installation, Mac, Mac OS X, Linux, Windows Server, iOS, iPad, iPhone, iPhone Support, Webinars, CrossLoop, Teaching, Instructor-led Training, Web Design, Website Development, SEO, Web Hosting, Domain Registration, Email Marketing, Email Hosting, Digital Audio, Music Production, OS X
Education
Portland State University 2006 — 2008
B.S., Economics, Sociology
Portland Community College 2003 — 2006
Associate of Arts (A.A.), Audio Engineering
Mike Breshears's United First Financial Experience February 2007 - Present
Job Director at United First Financial
Industry Financial Services
Experience
United First Financial February 2007 - Present
Amerisave Mortgage Corporation July 2007 - August 2008
Sterling Capital Group November 2003 - July 2008
Mortgage Investors Corporation August 2001 - November 2003
Prudential Securities May 1998 - August 2001
Smith Barney March 1990 - May 1998
Education
University of Georgia - Terry College of Business 1978 — 1981
BBA, Management
BBA
United First Financial February 2007 - Present
Amerisave Mortgage Corporation July 2007 - August 2008
Sterling Capital Group November 2003 - July 2008
Mortgage Investors Corporation August 2001 - November 2003
Prudential Securities May 1998 - August 2001
Smith Barney March 1990 - May 1998
Education
University of Georgia - Terry College of Business 1978 — 1981
BBA, Management
BBA
Nancy Petersburg's United First Financial Experience January 2008 - Present
Job independent agent at United First Financial
Industry Financial Services
Experience
United First Financial January 2008 - Present
Security Trust Company October 2005 - December 2007
Weekenders, USA August 1997 - June 2006
Education
University of Minnesota-Twin Cities 1964 — 1968
B.S, Secondary Education
United First Financial January 2008 - Present
Security Trust Company October 2005 - December 2007
Weekenders, USA August 1997 - June 2006
Education
University of Minnesota-Twin Cities 1964 — 1968
B.S, Secondary Education
Pamela Read's United First Financial Experience February 2007 - December 2008
Job Social Connector at Solavei
Industry Consumer Services
Experience
Solavei October 2012 - Present
United First Financial February 2007 - December 2008
Skills
Bookkeeping -..., Floral Design, Small Business, Entrepreneurship
Education
San Jose State University
Bachelor of Science (BS), Business and Accounting
Solavei October 2012 - Present
United First Financial February 2007 - December 2008
Skills
Bookkeeping -..., Floral Design, Small Business, Entrepreneurship
Education
San Jose State University
Bachelor of Science (BS), Business and Accounting
John DiBona's United First Financial Experience January 2006 - August 2007
Job Marketing/ Jr. VC
Industry Telecommunications
Experience
Be Alert-ED Marketing AssistantPierce CollegeOctober 2007 - Present
United First Financial January 2006 - August 2007
Education
Pierce College 2006 — 2008
AA, Marketing
Be Alert-ED Marketing AssistantPierce CollegeOctober 2007 - Present
United First Financial January 2006 - August 2007
Education
Pierce College 2006 — 2008
AA, Marketing
Tommy Simons's United First Financial Experience 2008 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Prosperity Exchange Financial Services June 2001 - Present
United First Financial 2008 - 2009
Education
University of South Carolina-Columbia 1979 — 1982
BS Business Management, Business
Prosperity Exchange Financial Services June 2001 - Present
United First Financial 2008 - 2009
Education
University of South Carolina-Columbia 1979 — 1982
BS Business Management, Business
Avery Finger's United First Financial Experience 2007 - 2010
Job VP Freedom Equity GroupFinancial Services
Industry Financial Services
Experience
Freedom Equity Group 2013 - Present
The 28/20 Group January 2000 - Present
CFOSimple March 2007 - February 2012
United First Financial 2007 - 2010
The 28/20 Financial Group January 2003 - November 2008
Skills
Training, Mortgage Banking, Non-profits, Refinance, Small Business, Mortgage Lending, Sales Management, Purchasing, Sales, Leadership, Nonprofits, Team Building, Employee Benefits, Finance, Insurance, Marketing, Strategic Planning, Retirement Planning, Entrepreneurship, Negotiation, Selling, Investments, Real Estate, Coaching, Life Insurance, New Business Development, Fixed Annuities, Cold Calling, Retirement, Strategic Financial..., Long-term Care, Business Planning, Term Life Insurance, Disability Insurance, Direct Sales, Customer Retention, Personal Finance, Estate Planning, Social Networking, Loans, Leadership Development, Health Insurance, Management, Budgets, Credit, Public Speaking, Online Marketing, Indexed Annuities, Financial Services, Residential Mortgages
Education
Pentecostal Theological Seminary 1982 — 1984
MA, Christian Education
West Coast Christian College 1975 — 1979
BA, Christian Education
Freedom Equity Group 2013 - Present
The 28/20 Group January 2000 - Present
CFOSimple March 2007 - February 2012
United First Financial 2007 - 2010
The 28/20 Financial Group January 2003 - November 2008
Skills
Training, Mortgage Banking, Non-profits, Refinance, Small Business, Mortgage Lending, Sales Management, Purchasing, Sales, Leadership, Nonprofits, Team Building, Employee Benefits, Finance, Insurance, Marketing, Strategic Planning, Retirement Planning, Entrepreneurship, Negotiation, Selling, Investments, Real Estate, Coaching, Life Insurance, New Business Development, Fixed Annuities, Cold Calling, Retirement, Strategic Financial..., Long-term Care, Business Planning, Term Life Insurance, Disability Insurance, Direct Sales, Customer Retention, Personal Finance, Estate Planning, Social Networking, Loans, Leadership Development, Health Insurance, Management, Budgets, Credit, Public Speaking, Online Marketing, Indexed Annuities, Financial Services, Residential Mortgages
Education
Pentecostal Theological Seminary 1982 — 1984
MA, Christian Education
West Coast Christian College 1975 — 1979
BA, Christian Education
Gerry Conticchio's United First Financial Experience November 2007 - January 2010
Job Privatized Banking Coach
Industry Financial Services
Experience
Debt Free At Last, LLC December 2009 - Present
Life Strategies Group November 2007 - Present
Diane Turton, REALTORS-Bay Head, New Jersey 08742 2002 - Present
Share and Prosper 2008 - February 2012
United First Financial November 2007 - January 2010
United Airlines September 1989 - December 2005
Continental Airlines October 1986 - June 1989
PeoplExpress Airlines June 1982 - October 1986
USAF December 1976 - March 1982
Skills
Debt, Home, Banking, Wealth, Insurance, Money, Loans, Investments, Mortgage, Budgeting, Investment Properties, Real Estate, Coaching, Public Speaking, Strategic Planning, Sellers, Residential, Business Strategy, Credit, Financial Analysis, Business Planning, Financial Planning, Small Business, Marketing Strategy, Luxury, Buying, Mortgage Lending, Mortgage Banking, Negotiation, Refinance, Retirement Planning, First Time Home Buyers, VA, Investors, Entrepreneur, Customer Negotiations, Relocation, Vacation Homes, Leadership, Residential Homes, Foreclosures, Selling, Single Family Homes, Condos, Short Sales, Entrepreneurship, Property, Referrals, Sales
Education
United States Air Force Academy 1971 — 1975
Bachelor of Science, Mathematics, Physics, Aerodynanmics, Psychology
Xavier High School 1967 — 1971
College Prep, Mathematics, Physics, Aerodynanmics, Psychology
Debt Free At Last, LLC December 2009 - Present
Life Strategies Group November 2007 - Present
Diane Turton, REALTORS-Bay Head, New Jersey 08742 2002 - Present
Share and Prosper 2008 - February 2012
United First Financial November 2007 - January 2010
United Airlines September 1989 - December 2005
Continental Airlines October 1986 - June 1989
PeoplExpress Airlines June 1982 - October 1986
USAF December 1976 - March 1982
Skills
Debt, Home, Banking, Wealth, Insurance, Money, Loans, Investments, Mortgage, Budgeting, Investment Properties, Real Estate, Coaching, Public Speaking, Strategic Planning, Sellers, Residential, Business Strategy, Credit, Financial Analysis, Business Planning, Financial Planning, Small Business, Marketing Strategy, Luxury, Buying, Mortgage Lending, Mortgage Banking, Negotiation, Refinance, Retirement Planning, First Time Home Buyers, VA, Investors, Entrepreneur, Customer Negotiations, Relocation, Vacation Homes, Leadership, Residential Homes, Foreclosures, Selling, Single Family Homes, Condos, Short Sales, Entrepreneurship, Property, Referrals, Sales
Education
United States Air Force Academy 1971 — 1975
Bachelor of Science, Mathematics, Physics, Aerodynanmics, Psychology
Xavier High School 1967 — 1971
College Prep, Mathematics, Physics, Aerodynanmics, Psychology
George Kazakis's United First Financial Experience April 2008 - Present
Job at United First Financial
Industry Financial Services
Experience
United First Financial April 2008 - Present
Wyeth January 1996 - March 2009
Lutheran Brotherhood May 1995 - January 1998
Ameriquest Mortgage 1995 - 1997
american cyanmid 1979 - 1995
Education
Northeastern Illinois University
Business and Accounting
Wilbur Wright Jr. College 1988 — 1992
AA, Business and Accounting
United First Financial April 2008 - Present
Wyeth January 1996 - March 2009
Lutheran Brotherhood May 1995 - January 1998
Ameriquest Mortgage 1995 - 1997
american cyanmid 1979 - 1995
Education
Northeastern Illinois University
Business and Accounting
Wilbur Wright Jr. College 1988 — 1992
AA, Business and Accounting
Aubrey (Lee) Blount's United First Financial Experience 2007 - January 2010
Job Diamond Marketing Director with Restart Your Life
Industry Consumer Goods
Experience
Restart Your Life February 2013 - Present
United First Financial 2007 - January 2010
Fairfax County Fire and Rescue Department 1971 - 1997
Skills
Small Business, Marketing, Coaching, Team Building, Mortgage Lending, Strategic Planning, Investment Properties, Sales Management, Public Speaking, Residential Homes, Real Estate, Insurance, Banking, Negotiation, New Business Development, Leadership, Training, Process Improvement, Sales
Education
Northern Virginia Community College
Restart Your Life February 2013 - Present
United First Financial 2007 - January 2010
Fairfax County Fire and Rescue Department 1971 - 1997
Skills
Small Business, Marketing, Coaching, Team Building, Mortgage Lending, Strategic Planning, Investment Properties, Sales Management, Public Speaking, Residential Homes, Real Estate, Insurance, Banking, Negotiation, New Business Development, Leadership, Training, Process Improvement, Sales
Education
Northern Virginia Community College
Leverett Wharton's United First Financial Experience January 2008 - March 2009
Job at
Industry Financial Services
Experience
Discretionary Futures Trader February 2009 - Present
United First Financial January 2008 - March 2009
Strategic Media 2008 - 2009
Meteorlogix 1998 - 2004
Skills
Public Speaking, Mortgage Lending, Email Marketing, Social Media Marketing, Small Business, Marketing Strategy, Refinance, Sales, Online Marketing, Marketing Communications, Advertising, Social Media, Online Advertising
Education
Westminster 1967 — 1971
University of Rhode Island
Discretionary Futures Trader February 2009 - Present
United First Financial January 2008 - March 2009
Strategic Media 2008 - 2009
Meteorlogix 1998 - 2004
Skills
Public Speaking, Mortgage Lending, Email Marketing, Social Media Marketing, Small Business, Marketing Strategy, Refinance, Sales, Online Marketing, Marketing Communications, Advertising, Social Media, Online Advertising
Education
Westminster 1967 — 1971
University of Rhode Island
Mortgage Acceleration's United First Financial Experience CEOCore Marketing CompanyNovember 2008 - Present
Job Managing Member at Florida Private Investments
Industry Banking
Experience
United First Financial CEOCore Marketing CompanyNovember 2008 - Present
Florida Private Investments April 2008 - Present
Remax Advantgage Plus January 2001 - June 2006
Education
The University of New Mexico 1998 — 2001
MBA, Business
United First Financial CEOCore Marketing CompanyNovember 2008 - Present
Florida Private Investments April 2008 - Present
Remax Advantgage Plus January 2001 - June 2006
Education
The University of New Mexico 1998 — 2001
MBA, Business
Amy Hiraheta's United First Financial Experience 2006 - 2010
Job VP, Sr. National Coordinator/Sr. Commercial Escrow Officer at Chicago Title Insurance Company
Industry Real Estate
Experience
Chicago Title Insurance Company May 2012 - Present
Chicago Title Company September 2004 - May 2012
United First Financial 2006 - 2010
Chicago Title January 1997 - August 2004
Skills
Foreclosures, Loan Modifications, Title Insurance, Real Estate, Contract Negotiation, Closings, Commercial Real Estate, 1031 Exchanges, Corporate Real Estate, Due Diligence, Investments, Refinance, Mortgage Lending, Real Estate Transactions, Escrow, Investment Properties, Investors, REO, Disposition, Real Estate Economics, Leases, Short Sales, Real Property, HUD, First Time Home Buyers, Real Estate Development, Brokerage
Education
Orange County School of Escrow
University of California, Los Angeles
Linguistics
Chicago Title Insurance Company May 2012 - Present
Chicago Title Company September 2004 - May 2012
United First Financial 2006 - 2010
Chicago Title January 1997 - August 2004
Skills
Foreclosures, Loan Modifications, Title Insurance, Real Estate, Contract Negotiation, Closings, Commercial Real Estate, 1031 Exchanges, Corporate Real Estate, Due Diligence, Investments, Refinance, Mortgage Lending, Real Estate Transactions, Escrow, Investment Properties, Investors, REO, Disposition, Real Estate Economics, Leases, Short Sales, Real Property, HUD, First Time Home Buyers, Real Estate Development, Brokerage
Education
Orange County School of Escrow
University of California, Los Angeles
Linguistics
Kaye Erdmann's United First Financial Experience 2013 - Present
Job Owner, J K Enterprises
Industry Facilities Services
Experience
United First Financial 2013 - Present
AT&T 2009 - 2013
The Trinity Group 1992 - 1996
Skills
Team Building, Contract Negotiation, Negotiation, Operations Management, New Business Development, Facilities Management, Microsoft Word, Microsoft Office, Budgets, Strategic Planning, Customer Service, Microsoft Excel, Project Management, Coaching, Entrepreneurship, Sales, Sales Management, Social Media Marketing, Marketing Strategy, Management, Event Planning, Purchasing, Event Management, Marketing, Public Speaking, Social Media, Public Relations, Leadership Development, Social Networking, Advertising, Real Estate, Marketing Communications, Training, Start-ups, Online Marketing
Education
University of Oklahoma
some college
United First Financial 2013 - Present
AT&T 2009 - 2013
The Trinity Group 1992 - 1996
Skills
Team Building, Contract Negotiation, Negotiation, Operations Management, New Business Development, Facilities Management, Microsoft Word, Microsoft Office, Budgets, Strategic Planning, Customer Service, Microsoft Excel, Project Management, Coaching, Entrepreneurship, Sales, Sales Management, Social Media Marketing, Marketing Strategy, Management, Event Planning, Purchasing, Event Management, Marketing, Public Speaking, Social Media, Public Relations, Leadership Development, Social Networking, Advertising, Real Estate, Marketing Communications, Training, Start-ups, Online Marketing
Education
University of Oklahoma
some college
Rich Scola's United First Financial Experience August 2007 - Present
Job Branch Manager at United First Financial
Industry Financial Services
Experience
United First Financial August 2007 - Present
Real Property Solutions, LLC January 2006 - Present
New York City Fire Department January 1996 - January 2005
IMS Communications, INC. February 1997 - July 2002
US Navy August 1990 - January 1994
Education
Suffolk County Community College 1994 — 1996
Assocites, Liberal Arts
United First Financial August 2007 - Present
Real Property Solutions, LLC January 2006 - Present
New York City Fire Department January 1996 - January 2005
IMS Communications, INC. February 1997 - July 2002
US Navy August 1990 - January 1994
Education
Suffolk County Community College 1994 — 1996
Assocites, Liberal Arts
Larry Waters's United First Financial Experience November 2008 - Present
Job Branch Agent at United First Financial
Industry Financial Services
Experience
United First Financial November 2008 - Present
Education
University of North Carolina at Pembroke 1993 — 1999
BS in Business Administration, Management, and Economics
United First Financial November 2008 - Present
Education
University of North Carolina at Pembroke 1993 — 1999
BS in Business Administration, Management, and Economics
Georges G. Bayardelle's United First Financial Experience March 2005 - Present
Job Independent Sales/Marketing Agent
Industry Consumer Services
Experience
Independent Sales/Marketing Agent September 2014 - Present
Assurant Health February 2007 - Present
United First Financial March 2005 - Present
United American Insurance November 2007 - January 2015
Family Life Life Insurance Co. December 2010 - October 2012
Combined Worksite Solutions/ACE-INA October 2009 - October 2010
Family Life Insurance Co March 2004 - October 2009
Skills
District Management, Sales Management, Direct Marketing, Direct Sales, Social Media Marketing, Email Marketing, Sales, Entrepreneurship, Sales Operations, Advertising, Small Business, Lead Generation, Marketing, Marketing Strategy, Cold Calling, Insurance, Life Insurance, B2B, New Business Development, Leadership, Management, Account Management, Social Networking, Selling, Business Planning, Employee Benefits, Online Marketing, Business Development, Customer Retention, Online Advertising, Team Building, Sales Process, Strategic Partnerships, Health Insurance, Sales Presentations, Networking, Training, CRM, Coaching, Salesforce.com, Customer Satisfaction, Strategic Planning, Negotiation, Investments, Start-ups, Term Life Insurance, Strategy, Disability Insurance, Long-term Care, Time Management
Education
Pace University - Lubin School of Business 1978 — 1984
BBA, Marketing
Newtown HS 1972 — 1976
Independent Sales/Marketing Agent September 2014 - Present
Assurant Health February 2007 - Present
United First Financial March 2005 - Present
United American Insurance November 2007 - January 2015
Family Life Life Insurance Co. December 2010 - October 2012
Combined Worksite Solutions/ACE-INA October 2009 - October 2010
Family Life Insurance Co March 2004 - October 2009
Skills
District Management, Sales Management, Direct Marketing, Direct Sales, Social Media Marketing, Email Marketing, Sales, Entrepreneurship, Sales Operations, Advertising, Small Business, Lead Generation, Marketing, Marketing Strategy, Cold Calling, Insurance, Life Insurance, B2B, New Business Development, Leadership, Management, Account Management, Social Networking, Selling, Business Planning, Employee Benefits, Online Marketing, Business Development, Customer Retention, Online Advertising, Team Building, Sales Process, Strategic Partnerships, Health Insurance, Sales Presentations, Networking, Training, CRM, Coaching, Salesforce.com, Customer Satisfaction, Strategic Planning, Negotiation, Investments, Start-ups, Term Life Insurance, Strategy, Disability Insurance, Long-term Care, Time Management
Education
Pace University - Lubin School of Business 1978 — 1984
BBA, Marketing
Newtown HS 1972 — 1976
Shari Barnard's United First Financial Experience 2007 - Present
Job Independent Agent at United First Financial
Industry Mental Health Care
Experience
United First Financial 2007 - Present
Team National July 2009 - 2009
Dove Ministries and Mediation, LLC June 1990 - 2009
Education
Springfield College 1959 — 1965
BS and MS, Psychology
United First Financial 2007 - Present
Team National July 2009 - 2009
Dove Ministries and Mediation, LLC June 1990 - 2009
Education
Springfield College 1959 — 1965
BS and MS, Psychology
Brandon Criner's United First Financial Experience May 2010 - January 2011
Job EBG Underwriting Consultant at Sun Life Financial
Industry Financial Services
Experience
Linear Title & Closing January 2012 - March 2013
RBS Citizens Group October 2011 - November 2011
United First Financial May 2010 - January 2011
United States Navy- Morale, Warfare, and Recreation May 2010 - August 2010
Skills
Finance, Quantitative Analytics, Microsoft Excel
Education
The University of Connecticut School of Business 2007 — 2010
Business, Finance
Consortium Institute of Management and Business Administration (CIMBA), University of Iowa 2009 — 2009
Linear Title & Closing January 2012 - March 2013
RBS Citizens Group October 2011 - November 2011
United First Financial May 2010 - January 2011
United States Navy- Morale, Warfare, and Recreation May 2010 - August 2010
Skills
Finance, Quantitative Analytics, Microsoft Excel
Education
The University of Connecticut School of Business 2007 — 2010
Business, Finance
Consortium Institute of Management and Business Administration (CIMBA), University of Iowa 2009 — 2009
Shannon Ludvigson's United First Financial Experience October 2008 - October 2009
Job Chat Representative at Overstock.com
Industry Consumer Goods
Experience
Overstock.com October 2012 - Present
FC Organizational Products LLC October 2009 - October 2012
United First Financial October 2008 - October 2009
Grand America Hotel February 2006 - October 2008
Skills
Microsoft Office, Teamwork, Customer Service, Word, Retail, Customer Relations, Problem Solving, Adobe Creative Suite, Microsoft Excel, Troubleshooting, Microsoft Word, Program Management, Marketing, Social Media Marketing, Team Leadership, PowerPoint, Sales, Account Management, Customer Retention
Education
Stevens-Henager College-Murray 2010 — 2013
Bachelor's degree, Graphic Design, 3.48
Westminster College 2002 — 2005
Communication, General
Salt Lake Community College 2000 — 2002
Associate of Science (AS), General Studies
Southern Utah University 1999 — 2000
Bachelor of Science (BS), General Studies
Cottonwood High School 1996 — 1999
Diploma, General
Overstock.com October 2012 - Present
FC Organizational Products LLC October 2009 - October 2012
United First Financial October 2008 - October 2009
Grand America Hotel February 2006 - October 2008
Skills
Microsoft Office, Teamwork, Customer Service, Word, Retail, Customer Relations, Problem Solving, Adobe Creative Suite, Microsoft Excel, Troubleshooting, Microsoft Word, Program Management, Marketing, Social Media Marketing, Team Leadership, PowerPoint, Sales, Account Management, Customer Retention
Education
Stevens-Henager College-Murray 2010 — 2013
Bachelor's degree, Graphic Design, 3.48
Westminster College 2002 — 2005
Communication, General
Salt Lake Community College 2000 — 2002
Associate of Science (AS), General Studies
Southern Utah University 1999 — 2000
Bachelor of Science (BS), General Studies
Cottonwood High School 1996 — 1999
Diploma, General
Archie McDonnel's United First Financial Experience August 2008 - July 2009
Job Business Analyst at HealthEquity
Industry Financial Services
Experience
HealthEquity February 2014 - Present
HealthEquity April 2013 - February 2014
Morgan Stanley August 2012 - April 2013
Meridian Title April 2012 - August 2012
Max International April 2010 - July 2011
United First Financial August 2008 - July 2009
Generation Marketing August 2005 - February 2006
Skills
Financial Modeling, Data Analysis, Accounting, Financial Analysis, Microsoft Office, Analysis, Finance, Microsoft Excel, Financial Reporting, Database Administration, Customer Service, Data Mining, Investments, Sales, Data Modeling, Access, Banking, Microsoft Word, Account Reconciliation, Training, Strategic Planning, PowerPoint, Team Leadership, Leadership, Negotiation, Financial Services, Research, Account Management, Business Analysis, Marketing, Business Intelligence, Databases, Financial Statements, Market Research, Equities, Management, Insurance, Auditing, Forecasting, Process Improvement, Budgets, Statistics, Business Process, SQL, VBA, Visio, Teamwork, Analytics, System Administration
Education
University of Utah 2010 — 2012
Bachelor of Science (B.S.), Information Systems
University of Utah 2010 — 2012
Bachelor of Science (BS), Business Finance
Salt Lake Community College 2008 — 2010
Associate of Science (A.S.), Business/Commerce, General
HealthEquity February 2014 - Present
HealthEquity April 2013 - February 2014
Morgan Stanley August 2012 - April 2013
Meridian Title April 2012 - August 2012
Max International April 2010 - July 2011
United First Financial August 2008 - July 2009
Generation Marketing August 2005 - February 2006
Skills
Financial Modeling, Data Analysis, Accounting, Financial Analysis, Microsoft Office, Analysis, Finance, Microsoft Excel, Financial Reporting, Database Administration, Customer Service, Data Mining, Investments, Sales, Data Modeling, Access, Banking, Microsoft Word, Account Reconciliation, Training, Strategic Planning, PowerPoint, Team Leadership, Leadership, Negotiation, Financial Services, Research, Account Management, Business Analysis, Marketing, Business Intelligence, Databases, Financial Statements, Market Research, Equities, Management, Insurance, Auditing, Forecasting, Process Improvement, Budgets, Statistics, Business Process, SQL, VBA, Visio, Teamwork, Analytics, System Administration
Education
University of Utah 2010 — 2012
Bachelor of Science (B.S.), Information Systems
University of Utah 2010 — 2012
Bachelor of Science (BS), Business Finance
Salt Lake Community College 2008 — 2010
Associate of Science (A.S.), Business/Commerce, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.