Advanced Financial Services
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Advanced Financial Services Employees
Employee
Years
Job
Industry
Leo Proppe, Jr. Leo Proppe, Jr.'s Advanced Financial Services Experience 1997 - 2000
Job Regional Sales Director Medical Products & Services Division at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health August 2014 - Present
Cardinal Health October 2012 - August 2014
Cardinal Health September 2011 - October 2012
Cardinal Health May 2004 - September 2011
Hormel Foods April 2000 - May 2004
Advanced Financial Services 1997 - 2000
Skills
Capital Equipment, Sales Management, Medical Devices, Sales Operations, Sales, Account Management, Forecasting, Sales Process, Healthcare, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Direct Sales, National Accounts, Selling, Negotiation, Coaching, Marketing, Customer Service, Healthcare Industry, Management, Leadership, Hospitals, Cross-functional Team...
Education
Rhode Island College 1994 — 1997
BA, Psychology
Bob Jones University 1990 — 1991
First Baptist Christian School
Cardinal Health August 2014 - Present
Cardinal Health October 2012 - August 2014
Cardinal Health September 2011 - October 2012
Cardinal Health May 2004 - September 2011
Hormel Foods April 2000 - May 2004
Advanced Financial Services 1997 - 2000
Skills
Capital Equipment, Sales Management, Medical Devices, Sales Operations, Sales, Account Management, Forecasting, Sales Process, Healthcare, New Business Development, Strategic Planning, Team Building, Contract Negotiation, Direct Sales, National Accounts, Selling, Negotiation, Coaching, Marketing, Customer Service, Healthcare Industry, Management, Leadership, Hospitals, Cross-functional Team...
Education
Rhode Island College 1994 — 1997
BA, Psychology
Bob Jones University 1990 — 1991
First Baptist Christian School
Alyssa Holman Alyssa Holman's Advanced Financial Services Experience May 2005 - October 2007
Job Business Transactions Management and Planning Specialist at HewlettPackard
Industry Information Services
Experience
Hewlett-Packard October 2007 - Present
Advanced Financial Services May 2005 - October 2007
The Great Indoors April 2002 - May 2005
Skills
Investments, Customer Relations, Budgeting, Problem Solving, Excel, Management, Budgets, Time Management
Education
University of Houston 2004 — 2007
BBA, Finance
University of Houston 2004 — 2007
BS, Economics
Hewlett-Packard October 2007 - Present
Advanced Financial Services May 2005 - October 2007
The Great Indoors April 2002 - May 2005
Skills
Investments, Customer Relations, Budgeting, Problem Solving, Excel, Management, Budgets, Time Management
Education
University of Houston 2004 — 2007
BBA, Finance
University of Houston 2004 — 2007
BS, Economics
Peter Milewski Peter Milewski's Advanced Financial Services Experience December 1997 - November 1999
Job Director of Home Ownership Lending
Industry Government Administration
Experience
MassHousing November 1999 - Present
Advanced Financial Services December 1997 - November 1999
RMIC January 1994 - December 1997
Mellon Bank January 1991 - January 1994
MGIC 1979 - 1991
Plymouth Savings Bank 1971 - 1979
Shawmut First County National Bank June 1968 - June 1971
Skills
Affordable Housing, Mortgage Lending, Real Estate, Underwriting, Risk Management, Loans, Credit, Business Development, Real Estate Economics, Finance, Banking, Loan Origination, Leadership, Sales, Mortgage Banking, Residential Mortgages, Due Diligence, Refinance, Financial Analysis, Real Estate Transactions, Investments, Product Development, Management, Program Management, Commercial Mortgages, Analysis, Insurance, Property Management, Consumer Lending
Education
St. Francis Xavier University 1967 — 1971
BS
Graduate School of Savings Banking at Brown University 1978 — 1980
Certificate
MassHousing November 1999 - Present
Advanced Financial Services December 1997 - November 1999
RMIC January 1994 - December 1997
Mellon Bank January 1991 - January 1994
MGIC 1979 - 1991
Plymouth Savings Bank 1971 - 1979
Shawmut First County National Bank June 1968 - June 1971
Skills
Affordable Housing, Mortgage Lending, Real Estate, Underwriting, Risk Management, Loans, Credit, Business Development, Real Estate Economics, Finance, Banking, Loan Origination, Leadership, Sales, Mortgage Banking, Residential Mortgages, Due Diligence, Refinance, Financial Analysis, Real Estate Transactions, Investments, Product Development, Management, Program Management, Commercial Mortgages, Analysis, Insurance, Property Management, Consumer Lending
Education
St. Francis Xavier University 1967 — 1971
BS
Graduate School of Savings Banking at Brown University 1978 — 1980
Certificate
Brian J Matyko Brian J Matyko's Advanced Financial Services Experience September 1999 - December 2000
Job mortgage banker at Citi
Industry Real Estate
Experience
Citi February 2012 - Present
MetLife Home Loans September 2011 - February 2012
Bank of America March 2009 - September 2011
City Finance LLC September 2007 - February 2009
Tribeca Lending Corporation February 2003 - September 2007
MortgageIT January 2001 - November 2002
Advanced Financial Services September 1999 - December 2000
Education
State University of New York College at Geneseo 1994 — 1998
BS, Business Management
Citi February 2012 - Present
MetLife Home Loans September 2011 - February 2012
Bank of America March 2009 - September 2011
City Finance LLC September 2007 - February 2009
Tribeca Lending Corporation February 2003 - September 2007
MortgageIT January 2001 - November 2002
Advanced Financial Services September 1999 - December 2000
Education
State University of New York College at Geneseo 1994 — 1998
BS, Business Management
Armand VanHeyningen Armand VanHeyningen's Advanced Financial Services Experience January 2011 - February 2012
Job Owner/CEO at AV Commercial Cleaning Solutions
Industry Commercial Real Estate
Experience
AV Commercial Cleaning Solutions December 2012 - Present
New York Life Insurance Company September 2011 - December 2012
Advanced Financial Services January 2011 - February 2012
Fort Sill National Bank January 2008 - December 2010
Skills
Sales, B2B, Loans, Banking, Strategic Financial..., Insurance, Life Insurance, Investments
Education
Tennessee State University 2010 — 2013
Bachelor's degree, Finance
University of Memphis 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
AV Commercial Cleaning Solutions December 2012 - Present
New York Life Insurance Company September 2011 - December 2012
Advanced Financial Services January 2011 - February 2012
Fort Sill National Bank January 2008 - December 2010
Skills
Sales, B2B, Loans, Banking, Strategic Financial..., Insurance, Life Insurance, Investments
Education
Tennessee State University 2010 — 2013
Bachelor's degree, Finance
University of Memphis 2004 — 2007
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Jeremy Vaught Jeremy Vaught's Advanced Financial Services Experience June 2005 - April 2007
Job Vendor Relationship Manager
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Smith Barney March 2007 - May 2008
Advanced Financial Services June 2005 - April 2007
Paychex March 2004 - June 2005
McGregor & Associates 2002 - 2003
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Leadership, SharePoint, Software Documentation, Management, Vendor Management, Risk Management, Financial Services, Financial Analysis, CRM
Education
Southern Illinois University, Edwardsville 2014 — 2018
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Southeast Missouri State University - Harrison College of Business 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors September 2008 - Present
Smith Barney March 2007 - May 2008
Advanced Financial Services June 2005 - April 2007
Paychex March 2004 - June 2005
McGregor & Associates 2002 - 2003
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Leadership, SharePoint, Software Documentation, Management, Vendor Management, Risk Management, Financial Services, Financial Analysis, CRM
Education
Southern Illinois University, Edwardsville 2014 — 2018
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Southeast Missouri State University - Harrison College of Business 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Mark Garganta Mark Garganta's Advanced Financial Services Experience May 2008 - February 2009
Job Manager of Operations at Total Fitness Clubs
Industry Health, Wellness and Fitness
Experience
Total Fitness Clubs September 2012 - Present
MG Realty Trust May 2004 - Present
Total Fitness Clubs February 2010 - February 2015
Advanced Financial Services May 2008 - February 2009
One Communitcations (Formerly, Conversent Communications) May 2004 - May 2008
Papa Gino's Corporation May 1998 - May 2004
Skills
Business Development, Sales, Management, Sales Management, Team Building, Microsoft Excel, Telecommunications, Leadership, Marketing
Education
Rhode Island College 2009 — 2011
Bachelor's of Arts - Cum Laude, Spanish - Education - Linguistics
Bristol Community College 2007 — 2009
Associates - Cum Laude, GS, Business, Finance
Somerset High
Total Fitness Clubs September 2012 - Present
MG Realty Trust May 2004 - Present
Total Fitness Clubs February 2010 - February 2015
Advanced Financial Services May 2008 - February 2009
One Communitcations (Formerly, Conversent Communications) May 2004 - May 2008
Papa Gino's Corporation May 1998 - May 2004
Skills
Business Development, Sales, Management, Sales Management, Team Building, Microsoft Excel, Telecommunications, Leadership, Marketing
Education
Rhode Island College 2009 — 2011
Bachelor's of Arts - Cum Laude, Spanish - Education - Linguistics
Bristol Community College 2007 — 2009
Associates - Cum Laude, GS, Business, Finance
Somerset High
Jeremy Upham Jeremy Upham's Advanced Financial Services Experience January 2007 - November 2007
Job Branch Manager at Manpower
Industry Staffing and Recruiting
Experience
Manpower January 2015 - Present
BVOS-Xerox February 2013 - Present
Staples Business Advantage May 2012 - Present
BVOS - Xerox November 2010 - April 2012
WinDor, Inc. June 2010 - February 2011
MetLife Bank November 2007 - July 2009
Advanced Financial Services January 2007 - November 2007
Countrywide Home Loans November 2005 - January 2007
Skills
Mortgage Lending, B2B, Salesforce.com, Selling, Cold Calling, Direct Sales, Strategic Planning, Sales, Account Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, New Business Development, Marketing, Microsoft Office, Process Improvement, Solution Selling, Project Management, Banking, Training
Education
University of Rhode Island 1995 — 1998
History, Business
North Kingstown High School 1987 — 1991
Manpower January 2015 - Present
BVOS-Xerox February 2013 - Present
Staples Business Advantage May 2012 - Present
BVOS - Xerox November 2010 - April 2012
WinDor, Inc. June 2010 - February 2011
MetLife Bank November 2007 - July 2009
Advanced Financial Services January 2007 - November 2007
Countrywide Home Loans November 2005 - January 2007
Skills
Mortgage Lending, B2B, Salesforce.com, Selling, Cold Calling, Direct Sales, Strategic Planning, Sales, Account Management, Sales Operations, Financial Analysis, Sales Management, Customer Service, New Business Development, Marketing, Microsoft Office, Process Improvement, Solution Selling, Project Management, Banking, Training
Education
University of Rhode Island 1995 — 1998
History, Business
North Kingstown High School 1987 — 1991
Paul Alves Paul Alves's Advanced Financial Services Experience 1995 - 1999
Job CRO Quota Factory
Industry Marketing and Advertising
Experience
QuotaFactory August 2014 - Present
QuotaFactory August 2014 - Present
AG Salesworks 2002 - 2014
Webhire 1999 - 2002
Advanced Financial Services 1995 - 1999
Dean Witter 1990 - 1994
Skills
B2B, Sales, Selling, Salesforce.com, Account Management, Financial Planning, Forecasting, Financial Analysis, Mentoring, Marketing Strategy, Revenue Management, Sales Management, Sales Operations, Inside Sales, Lead Generation, Social Networking, Start-ups, Solution Selling, SaaS, Social Media Marketing, Leadership, Enterprise Software, Cold Calling, New Business Development, Entrepreneurship, CRM, Business Development, Sales Process, Business Strategy, Time Management, Team Leadership, Demand Generation, Marketing, Direct Sales, Marketing Automation, Email Marketing, Product Marketing, Online Marketing, B2B Marketing, Quota Achievement, Management, Strategic Partnerships, Strategy, Strategic Planning, Sales Motivation
Education
Plymouth State University 1983 — 1987
BS
QuotaFactory August 2014 - Present
QuotaFactory August 2014 - Present
AG Salesworks 2002 - 2014
Webhire 1999 - 2002
Advanced Financial Services 1995 - 1999
Dean Witter 1990 - 1994
Skills
B2B, Sales, Selling, Salesforce.com, Account Management, Financial Planning, Forecasting, Financial Analysis, Mentoring, Marketing Strategy, Revenue Management, Sales Management, Sales Operations, Inside Sales, Lead Generation, Social Networking, Start-ups, Solution Selling, SaaS, Social Media Marketing, Leadership, Enterprise Software, Cold Calling, New Business Development, Entrepreneurship, CRM, Business Development, Sales Process, Business Strategy, Time Management, Team Leadership, Demand Generation, Marketing, Direct Sales, Marketing Automation, Email Marketing, Product Marketing, Online Marketing, B2B Marketing, Quota Achievement, Management, Strategic Partnerships, Strategy, Strategic Planning, Sales Motivation
Education
Plymouth State University 1983 — 1987
BS
Michele (Fesselmeyer) Jacobs Michele (Fesselmeyer) Jacobs's Advanced Financial Services Experience March 1999 - July 2000
Job Contract Revenue Analyst at Ventyx Inc
Industry Financial Services
Experience
Ventyx, an ABB Company April 2010 - Present
Ventyx 2010 - Present
SCM Group USA October 2007 - March 2010
CMG Mortgage April 2007 - August 2007
Wilmington Finance April 2006 - April 2007
Option One Mortgage May 2002 - March 2006
Washington Mutual October 2001 - May 2002
Columbia National Inc April 2001 - October 2001
Citizens Financial Bank July 2000 - January 2001
Advanced Financial Services March 1999 - July 2000
Skills
SAP, Word, Excel, Microsoft Excel, Microsoft Office, Salesforce.com, Microsoft Word, Leadership, Training, Management, Sales, Underwriting, Business Development
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Economics
Ventyx, an ABB Company April 2010 - Present
Ventyx 2010 - Present
SCM Group USA October 2007 - March 2010
CMG Mortgage April 2007 - August 2007
Wilmington Finance April 2006 - April 2007
Option One Mortgage May 2002 - March 2006
Washington Mutual October 2001 - May 2002
Columbia National Inc April 2001 - October 2001
Citizens Financial Bank July 2000 - January 2001
Advanced Financial Services March 1999 - July 2000
Skills
SAP, Word, Excel, Microsoft Excel, Microsoft Office, Salesforce.com, Microsoft Word, Leadership, Training, Management, Sales, Underwriting, Business Development
Education
University of Massachusetts, Amherst 1993 — 1997
BA, Economics
Jeff Potts Jeff Potts's Advanced Financial Services Experience 1986 - 1988
Job PrimeLending VP/ Area Man. LA County/Inland Empire NMLS #226378 Get control back Call/Txt 7146124142
Industry Real Estate
Experience
PrimeLending November 2009 - Present
MetLife Home Loans 2007 - 2009
First Horizon Home Loans 2006 - 2007
Countrywide Home Loans 2002 - 2007
Metro Cities Mortgage 2001 - 2002
Wells Fargo Home Mortgage 1999 - 2001
North American Mortgage 1994 - 1999
Rancho Santa Margarita Mortgage 1990 - 1994
Bankstreet Mortgage 1988 - 1990
Advanced Financial Services 1986 - 1988
Education
California State University-Long Beach - College of Business Administration 1980 — 1985
Finance, Business
PrimeLending November 2009 - Present
MetLife Home Loans 2007 - 2009
First Horizon Home Loans 2006 - 2007
Countrywide Home Loans 2002 - 2007
Metro Cities Mortgage 2001 - 2002
Wells Fargo Home Mortgage 1999 - 2001
North American Mortgage 1994 - 1999
Rancho Santa Margarita Mortgage 1990 - 1994
Bankstreet Mortgage 1988 - 1990
Advanced Financial Services 1986 - 1988
Education
California State University-Long Beach - College of Business Administration 1980 — 1985
Finance, Business
Renee Harmon Renee Harmon's Advanced Financial Services Experience April 2001 - September 2006
Job AVP, UWM Sales
Industry Banking
Experience
United Wholesale Mortgage September 2011 - Present
Bank of Ann Arbor January 2010 - September 2011
Anchor Mortgage, LLC April 2007 - December 2009
Advanced Financial Services April 2001 - September 2006
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, FHA financing, Refinance, Residential Mortgages, VA loans, Credit Analysis, Banking, Credit, First Time Home Buyers, Investment Properties, Commercial Lending, Team Building, Investments, Portfolio Management, Finance, Underwriting, Strategic Planning, Customer Service, Risk Management, Sales Management, Sales, Real Estate, Mortgage Marketing
Education
Walsh College of Accountancy and Business Administration 1995 — 1999
MSF, Finance
Northwood University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
United Wholesale Mortgage September 2011 - Present
Bank of Ann Arbor January 2010 - September 2011
Anchor Mortgage, LLC April 2007 - December 2009
Advanced Financial Services April 2001 - September 2006
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, FHA financing, Refinance, Residential Mortgages, VA loans, Credit Analysis, Banking, Credit, First Time Home Buyers, Investment Properties, Commercial Lending, Team Building, Investments, Portfolio Management, Finance, Underwriting, Strategic Planning, Customer Service, Risk Management, Sales Management, Sales, Real Estate, Mortgage Marketing
Education
Walsh College of Accountancy and Business Administration 1995 — 1999
MSF, Finance
Northwood University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Don Morash Don Morash's Advanced Financial Services Experience March 1997 - August 2001
Job Manager, Deployment and Training Services at Rapid7
Industry Information Technology and Services
Experience
Rapid7 October 2013 - Present
Abbott Properties January 2011 - Present
Rapid7 November 2011 - January 2014
Andera June 2011 - November 2011
Royal Bank of Scotland - Citizens Bank January 2011 - June 2011
Webster Five Cents Savings Bank December 2009 - January 2011
Lighthouse Computer Services September 2008 - December 2009
Bank Rhode Island March 2006 - September 2008
Bank Rhode Island February 2001 - March 2006
Advanced Financial Services March 1997 - August 2001
Skills
Payment Card Insustry..., ISO 27002, FFIEC Security..., PCI DSS, Penetration Testing, CISSP, Information Security..., Vulnerability Management, Information Security, Vulnerability Assessment, Network Security, Disaster Recovery, CISA, Data Security, Business Continuity, Security, IT Audit, Information Technology, Security Awareness, Firewalls, Networking, VPN, Risk Assessment, ITIL
Education
Bryant University 2003 — 2003
Digital Forensics Certificate, Computer Forensics
Community College of Rhode Island 1997 — 2003
Business Management
Pikes Peak Community College 1993 — 1996
Information Technology Management
Toll Gate High School 1988 — 1992
Diploma, General Education
Rapid7 October 2013 - Present
Abbott Properties January 2011 - Present
Rapid7 November 2011 - January 2014
Andera June 2011 - November 2011
Royal Bank of Scotland - Citizens Bank January 2011 - June 2011
Webster Five Cents Savings Bank December 2009 - January 2011
Lighthouse Computer Services September 2008 - December 2009
Bank Rhode Island March 2006 - September 2008
Bank Rhode Island February 2001 - March 2006
Advanced Financial Services March 1997 - August 2001
Skills
Payment Card Insustry..., ISO 27002, FFIEC Security..., PCI DSS, Penetration Testing, CISSP, Information Security..., Vulnerability Management, Information Security, Vulnerability Assessment, Network Security, Disaster Recovery, CISA, Data Security, Business Continuity, Security, IT Audit, Information Technology, Security Awareness, Firewalls, Networking, VPN, Risk Assessment, ITIL
Education
Bryant University 2003 — 2003
Digital Forensics Certificate, Computer Forensics
Community College of Rhode Island 1997 — 2003
Business Management
Pikes Peak Community College 1993 — 1996
Information Technology Management
Toll Gate High School 1988 — 1992
Diploma, General Education
Tatiana Marecki Tatiana Marecki's Advanced Financial Services Experience March 2008 - October 2008
Job Regional Manager at Edward P. Marecki & Assoc.
Industry Publishing
Experience
NASA Tech Briefs October 2008 - Present
Advisor Perspectives 2010 - January 2014
Executive Alliance October 2008 - March 2010
Advanced Financial Services March 2008 - October 2008
Advanced Financial Services June 2005 - October 2008
Skills
Social Media Marketing, Marketing, Social Media, Marketing Strategy, Business Development, Salesforce.com, Lead Generation, Sales, Digital Media, B2B, Email Marketing, Advertising, Strategic Partnerships, Direct Marketing, Online Advertising, Digital Marketing, Mortgage Lending, Credit, Integrated Marketing, Online Marketing
Education
Hobart and William Smith Colleges 1996 — 2000
BA, Art History
NASA Tech Briefs October 2008 - Present
Advisor Perspectives 2010 - January 2014
Executive Alliance October 2008 - March 2010
Advanced Financial Services March 2008 - October 2008
Advanced Financial Services June 2005 - October 2008
Skills
Social Media Marketing, Marketing, Social Media, Marketing Strategy, Business Development, Salesforce.com, Lead Generation, Sales, Digital Media, B2B, Email Marketing, Advertising, Strategic Partnerships, Direct Marketing, Online Advertising, Digital Marketing, Mortgage Lending, Credit, Integrated Marketing, Online Marketing
Education
Hobart and William Smith Colleges 1996 — 2000
BA, Art History
NADINE OBRION NADINE OBRION's Advanced Financial Services Experience June 2001 - March 2006
Job Banking Professional/ Certified Cheerleading Adviser
Industry Real Estate
Experience
Barnes & Noble May 2014 - Present
Middletown High School December 2013 - April 2014
Abstrax, LLC April 2012 - December 2012
Marriott International May 2011 - May 2012
Navy Federal Credit Union June 2006 - November 2010
Advanced Financial Services June 2001 - March 2006
Skills
Mortgage Lending, Real Estate, FHA, Loans, Credit, Refinance, Loan Origination, Investment Properties, Customer Service, Mortgage Banking, First Time Home Buyers, VA loans, Real Estate Transactions, Abstracting, Liens, Title Searches, Foreclosures, Short Sales, Mortgage Underwriting, Online Research, Banking, Underwriting, Sellers, Real Estate Financing, Residential Mortgages, Reverse Mortgages, Government Loans, Analysis, Credit Analysis, Construction Loans, REO, Condos, Single Family Homes, Selling, Property, New Home Sales, Home Equity Loans, Credit Risk, Microsoft Office, Outlook, Mortgage Servicing
Education
College of New Rochelle 1992 — 1996
Communication and Media Studies
Middletown High School 1988 — 1991
Barnes & Noble May 2014 - Present
Middletown High School December 2013 - April 2014
Abstrax, LLC April 2012 - December 2012
Marriott International May 2011 - May 2012
Navy Federal Credit Union June 2006 - November 2010
Advanced Financial Services June 2001 - March 2006
Skills
Mortgage Lending, Real Estate, FHA, Loans, Credit, Refinance, Loan Origination, Investment Properties, Customer Service, Mortgage Banking, First Time Home Buyers, VA loans, Real Estate Transactions, Abstracting, Liens, Title Searches, Foreclosures, Short Sales, Mortgage Underwriting, Online Research, Banking, Underwriting, Sellers, Real Estate Financing, Residential Mortgages, Reverse Mortgages, Government Loans, Analysis, Credit Analysis, Construction Loans, REO, Condos, Single Family Homes, Selling, Property, New Home Sales, Home Equity Loans, Credit Risk, Microsoft Office, Outlook, Mortgage Servicing
Education
College of New Rochelle 1992 — 1996
Communication and Media Studies
Middletown High School 1988 — 1991
Marc Walz's Advanced Financial Services Experience March 1998 - November 2004
Job Sales Manager / Loan Officer Mortgage Lending RI SE MA
Industry Banking
Experience
Embrace Home Loans October 2014 - Present
Primary Residential Mortgage June 2014 - September 2014
Residential Mortgage Services, Inc. March 2013 - June 2014
Dirvirsified Capital Corporation March 2008 - June 2014
Embrace Home Loans,Inc November 2010 - March 2013
Marc Walz Financial Services NMLS#5826 June 2006 - November 2010
First Horizon National Corporation November 2004 - November 2006
Advanced Financial Services March 1998 - November 2004
Skills
Mortgage Lending, FHA, Loans, Investments, Consumer Lending, Underwriting, Short Sales, Reverse Mortgages, Finance, Commercial Lending, Loan Origination, First Time Home Buyers, Construction Loans, Strategic Financial..., Sales, Leadership, Banking, Home Equity Loans, Investors, Real Estate Transactions, Residential Homes, Debt Consolidation, Mortgage Underwriting, Real Estate Economics, Government Loans, Commercial Real Estate, REO, HUD, Vocabulary, Small Business Lending, Residential Mortgages, USDA, Credit, Investment Properties, Real Estate, Commercial Mortgages, Refinance, Mortgage Banking, VA loans, Certified Mortgage..., Real Estate Financing, Credit Analysis, Referrals, FHA financing, Mortgage Marketing, Property, Condos, Single Family Homes, Financial Risk, Cross Selling
Education
University of South Florida 1981 — 1983
Business Administration
Embrace Home Loans October 2014 - Present
Primary Residential Mortgage June 2014 - September 2014
Residential Mortgage Services, Inc. March 2013 - June 2014
Dirvirsified Capital Corporation March 2008 - June 2014
Embrace Home Loans,Inc November 2010 - March 2013
Marc Walz Financial Services NMLS#5826 June 2006 - November 2010
First Horizon National Corporation November 2004 - November 2006
Advanced Financial Services March 1998 - November 2004
Skills
Mortgage Lending, FHA, Loans, Investments, Consumer Lending, Underwriting, Short Sales, Reverse Mortgages, Finance, Commercial Lending, Loan Origination, First Time Home Buyers, Construction Loans, Strategic Financial..., Sales, Leadership, Banking, Home Equity Loans, Investors, Real Estate Transactions, Residential Homes, Debt Consolidation, Mortgage Underwriting, Real Estate Economics, Government Loans, Commercial Real Estate, REO, HUD, Vocabulary, Small Business Lending, Residential Mortgages, USDA, Credit, Investment Properties, Real Estate, Commercial Mortgages, Refinance, Mortgage Banking, VA loans, Certified Mortgage..., Real Estate Financing, Credit Analysis, Referrals, FHA financing, Mortgage Marketing, Property, Condos, Single Family Homes, Financial Risk, Cross Selling
Education
University of South Florida 1981 — 1983
Business Administration
Lisa M Callei's Advanced Financial Services Experience May 2000 - December 2002
Job Systems Administrator at University Emergency Medicine Foundation
Industry Information Technology and Services
Experience
University Emergency Medicine Foundation- Center for Sports Medicine May 2013 - Present
Avanade June 2012 - October 2012
Dominion Diagnostics December 2002 - June 2012
Advanced Financial Services May 2000 - December 2002
WJAR-TV March 1994 - February 2001
Skills
Troubleshooting, Servers, Technical Support, Windows Server, Network Administration, DNS, Citrix, Hardware, DHCP, Red Hat Linux, Active Directory, VMware ESX, System Administration, Netbackup, Windows 7, NetApp, Software Installation, VMware vSphere, Android, iPhone, Help Desk Support, Lotus Domino..., PC building, HIPAA, Windows 8, vSphere, Antivirus, Customer Service
Education
New England Institute of Technology 2005 — 2006
A.S, Network Engineering & Computer Servicing 2006
University Emergency Medicine Foundation- Center for Sports Medicine May 2013 - Present
Avanade June 2012 - October 2012
Dominion Diagnostics December 2002 - June 2012
Advanced Financial Services May 2000 - December 2002
WJAR-TV March 1994 - February 2001
Skills
Troubleshooting, Servers, Technical Support, Windows Server, Network Administration, DNS, Citrix, Hardware, DHCP, Red Hat Linux, Active Directory, VMware ESX, System Administration, Netbackup, Windows 7, NetApp, Software Installation, VMware vSphere, Android, iPhone, Help Desk Support, Lotus Domino..., PC building, HIPAA, Windows 8, vSphere, Antivirus, Customer Service
Education
New England Institute of Technology 2005 — 2006
A.S, Network Engineering & Computer Servicing 2006
John Tramonti John Tramonti's Advanced Financial Services Experience 1998 - 2000
Job Assistant Vice President at MetLife
Industry Insurance
Experience
MetLife October 2014 - Present
MetLife May 2014 - October 2014
MetLife 2008 - May 2014
MetLife 2003 - 2008
MetLife 2000 - 2003
Advanced Financial Services 1998 - 2000
Home Loan Investment Bank 1997 - 1999
First Investors 1994 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Mortgage Banking, Portfolio Governance,..., Strategic & Operational..., Business Metric..., Financial Modeling &..., Vendor Sourcing,..., Underwriting & Market..., Developing, Leading &..., Business Process..., Business Process..., Strategic Planning, Vendor Management, Operations Management, Portfolio Governance, Program Managment, Project Management, Operational Readiness, Business Analysis, Market Management, Business Analytics, Operational Reporting, Program Management, Finance, Portfolio Management, Business Process
Education
Bryant University 2004 — 2008
MBA, General Studies
University of Rhode Island - College of Business Administration 1991 — 1994
BS, Finance
Merrimack College 1989 — 1991
Accounting
MetLife October 2014 - Present
MetLife May 2014 - October 2014
MetLife 2008 - May 2014
MetLife 2003 - 2008
MetLife 2000 - 2003
Advanced Financial Services 1998 - 2000
Home Loan Investment Bank 1997 - 1999
First Investors 1994 - 1994
Skills
Insurance, Underwriting, Property & Casualty..., Mortgage Banking, Portfolio Governance,..., Strategic & Operational..., Business Metric..., Financial Modeling &..., Vendor Sourcing,..., Underwriting & Market..., Developing, Leading &..., Business Process..., Business Process..., Strategic Planning, Vendor Management, Operations Management, Portfolio Governance, Program Managment, Project Management, Operational Readiness, Business Analysis, Market Management, Business Analytics, Operational Reporting, Program Management, Finance, Portfolio Management, Business Process
Education
Bryant University 2004 — 2008
MBA, General Studies
University of Rhode Island - College of Business Administration 1991 — 1994
BS, Finance
Merrimack College 1989 — 1991
Accounting
Scott Affholter Scott Affholter's Advanced Financial Services Experience 1998 - 2005
Job Fraud Investigator
Industry Insurance
Experience
Esurance June 2013 - Present
Michigan Unarmed Combat Commision October 2006 - Present
City of Wyandotte December 1985 - September 2012
Advanced Financial Services 1998 - 2005
Skills
Customer Relations, Mortgage, Word, Negotiation, Government, Policy, Supervisory Skills, Risk Assessment, Research, Administration, Government Liaison, Real Estate, Mortgage Lending, Customer Service, Criminal Investigations, Interrogation, Interviews, Case Managment, Investigation, Private Investigations, Criminal Justice, Background Checks, Enforcement, Police, Security Operations, Executive Protection, Surveillance, Internal Investigations, Physical Security, Evidence, Security Management, Law Enforcement
Education
Ferris State University 1981 — 1985
BS, Criminal Justice
Eastern Michigan University 2003 — 2003
Certificate, Police Staff and Command
Gabriel Richard High School 1977 — 1981
Esurance June 2013 - Present
Michigan Unarmed Combat Commision October 2006 - Present
City of Wyandotte December 1985 - September 2012
Advanced Financial Services 1998 - 2005
Skills
Customer Relations, Mortgage, Word, Negotiation, Government, Policy, Supervisory Skills, Risk Assessment, Research, Administration, Government Liaison, Real Estate, Mortgage Lending, Customer Service, Criminal Investigations, Interrogation, Interviews, Case Managment, Investigation, Private Investigations, Criminal Justice, Background Checks, Enforcement, Police, Security Operations, Executive Protection, Surveillance, Internal Investigations, Physical Security, Evidence, Security Management, Law Enforcement
Education
Ferris State University 1981 — 1985
BS, Criminal Justice
Eastern Michigan University 2003 — 2003
Certificate, Police Staff and Command
Gabriel Richard High School 1977 — 1981
Tess Aubourg's Advanced Financial Services Experience June 2006 - October 2008
Job Senior Loan Officer at Home Point Financial
Industry Banking
Experience
Home Point Financial f/k/a Maverick Funding Corp June 2011 - Present
Advanced Financial Services June 2006 - October 2008
Sun National Mortgage and Funding September 2005 - December 2006
East Gate Funding February 2004 - September 2005
Mortgage Trust Group 2002 - 2004
Skills
USDA, VA loans, FHA, Loan Origination, Refinance, Credit Analysis, Mortgage Lending, Sales Management, Financial Analysis, FHA Financing, Team Building, Negotiation, Fannie Mae, Teaching, Conventional, VA, Freddie Mac, Credit, VA Loans, Mortgage Banking, Investment Properties, Residential Mortgages
Education
Rhode Island College
Business Management / Liberal Arts
University of Rhode Island
Veterinary Sciences/Veterinary Clinical Sciences, General
Home Point Financial f/k/a Maverick Funding Corp June 2011 - Present
Advanced Financial Services June 2006 - October 2008
Sun National Mortgage and Funding September 2005 - December 2006
East Gate Funding February 2004 - September 2005
Mortgage Trust Group 2002 - 2004
Skills
USDA, VA loans, FHA, Loan Origination, Refinance, Credit Analysis, Mortgage Lending, Sales Management, Financial Analysis, FHA Financing, Team Building, Negotiation, Fannie Mae, Teaching, Conventional, VA, Freddie Mac, Credit, VA Loans, Mortgage Banking, Investment Properties, Residential Mortgages
Education
Rhode Island College
Business Management / Liberal Arts
University of Rhode Island
Veterinary Sciences/Veterinary Clinical Sciences, General
Dawn LaComb Dawn LaComb's Advanced Financial Services Experience 2003 - 2005
Job Loan Advisor at Admirals Bank
Industry Financial Services
Experience
Admirals Bank August 2014 - Present
Embrace Home Loans June 2002 - September 2013
Advanced Financial Services 2003 - 2005
AAA Financial Services May 2001 - April 2002
Skills
Mortgage Lending, Refinance, Loans, Investment Properties, Referrals, Residential Homes, CRM, Home Equity Loans, Customer Service, Loan Origination, FHA, Mortgage Banking, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Credit Analysis, Certified Mortgage..., Underwriting
Education
University of Rhode Island 1998 — 2000
BS Economics, Economics
Kempsville High School 1984 — 1987
Admirals Bank August 2014 - Present
Embrace Home Loans June 2002 - September 2013
Advanced Financial Services 2003 - 2005
AAA Financial Services May 2001 - April 2002
Skills
Mortgage Lending, Refinance, Loans, Investment Properties, Referrals, Residential Homes, CRM, Home Equity Loans, Customer Service, Loan Origination, FHA, Mortgage Banking, Residential Mortgages, USDA, VA loans, FHA financing, Credit, Credit Analysis, Certified Mortgage..., Underwriting
Education
University of Rhode Island 1998 — 2000
BS Economics, Economics
Kempsville High School 1984 — 1987
Lynn Washburn Lynn Washburn's Advanced Financial Services Experience January 2005 - July 2007
Job Bank Examiner at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts September 2008 - Present
Oceanside Mortgage Group, Inc. July 2007 - February 2008
Advanced Financial Services January 2005 - July 2007
Skills
Financial Analysis, Technical Presentations, Regulatory Requirements, Analytics, Diplomacy, Analytic Problem Solving, Negotiation, Tactfulness, Critical Thinking, Loan Origination, Government Loans, Compliance, Food & Beverage, Nutrition, Presentations, Mortgage Underwriting, Loan Portfolio Analysis, Mortgage Lending, Anti Money Laundering, RESPA, Risk Analysis, Compliance Management..., Bartending, Event Planning, Coordinating Special..., Real Estate
Education
College of Charleston
BS, Business Management
Commonwealth of Massachusetts September 2008 - Present
Oceanside Mortgage Group, Inc. July 2007 - February 2008
Advanced Financial Services January 2005 - July 2007
Skills
Financial Analysis, Technical Presentations, Regulatory Requirements, Analytics, Diplomacy, Analytic Problem Solving, Negotiation, Tactfulness, Critical Thinking, Loan Origination, Government Loans, Compliance, Food & Beverage, Nutrition, Presentations, Mortgage Underwriting, Loan Portfolio Analysis, Mortgage Lending, Anti Money Laundering, RESPA, Risk Analysis, Compliance Management..., Bartending, Event Planning, Coordinating Special..., Real Estate
Education
College of Charleston
BS, Business Management
Vincent Verducci Vincent Verducci's Advanced Financial Services Experience 1999 - 2000
Job Territory Account Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems July 2013 - Present
EMC February 2012 - July 2013
EMC July 2010 - July 2013
EMC July 2010 - February 2012
ACS Services, Inc. June 2007 - May 2010
Reliable Mortgage May 2004 - November 2007
Bay Mortgage Services 2002 - 2004
Champion Mortgage 2000 - 2002
Advanced Financial Services 1999 - 2000
Skills
Account Management, Sales Process, Virtualization, Data Center, Salesforce.com, Consultative Selling, Solution Selling, Selling, Business Development, Disaster Recovery, Channel Partners, Networking, Sales Operations, Management, Telecommunications, Leadership
Education
Bryant University 1994 — 1999
BS
Xaverian Brothers High School 1990 — 1994
Cisco Systems July 2013 - Present
EMC February 2012 - July 2013
EMC July 2010 - July 2013
EMC July 2010 - February 2012
ACS Services, Inc. June 2007 - May 2010
Reliable Mortgage May 2004 - November 2007
Bay Mortgage Services 2002 - 2004
Champion Mortgage 2000 - 2002
Advanced Financial Services 1999 - 2000
Skills
Account Management, Sales Process, Virtualization, Data Center, Salesforce.com, Consultative Selling, Solution Selling, Selling, Business Development, Disaster Recovery, Channel Partners, Networking, Sales Operations, Management, Telecommunications, Leadership
Education
Bryant University 1994 — 1999
BS
Xaverian Brothers High School 1990 — 1994
Eric Milano Eric Milano's Advanced Financial Services Experience February 2013 - March 2013
Job Accounting Associate at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation August 2015 - Present
Chicago Public Schools February 2015 - Present
Armand’s Pizzeria and Restaurant June 2007 - Present
Publishers' Graphics, LLC. July 2013 - December 2014
Advanced Financial Services February 2013 - March 2013
Nordstrom July 2005 - January 2013
Wirtz Beverage Group November 2011 - September 2012
Skills
Sales, Accounting, Retail, Customer Service, Microsoft Excel, Merchandising, Inventory Management, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Marketing, Outlook, Account Management, Management, Social Media, Budgets, Time Management, Sales Management, Event Planning, Microsoft Dynamics AX, Sage 300 ERP, Sage Accounts, Sage CRM, Sage ERP X3, ERP Software, Budgeting, ADP Payroll, Accounts Payable &...
Education
Elmhurst College 2011 — 2014
Bachelor of Applied Science (BASc), Accounting
Northern Trust Corporation August 2015 - Present
Chicago Public Schools February 2015 - Present
Armand’s Pizzeria and Restaurant June 2007 - Present
Publishers' Graphics, LLC. July 2013 - December 2014
Advanced Financial Services February 2013 - March 2013
Nordstrom July 2005 - January 2013
Wirtz Beverage Group November 2011 - September 2012
Skills
Sales, Accounting, Retail, Customer Service, Microsoft Excel, Merchandising, Inventory Management, Microsoft Office, PowerPoint, Microsoft Word, Forecasting, Marketing, Outlook, Account Management, Management, Social Media, Budgets, Time Management, Sales Management, Event Planning, Microsoft Dynamics AX, Sage 300 ERP, Sage Accounts, Sage CRM, Sage ERP X3, ERP Software, Budgeting, ADP Payroll, Accounts Payable &...
Education
Elmhurst College 2011 — 2014
Bachelor of Applied Science (BASc), Accounting
Kerilyn Russell's Advanced Financial Services Experience August 1998 - February 2001
Job Mortgage Processor
Industry Banking
Experience
The Mergis Group January 2009 - Present
Option One Mortgage February 2001 - December 2004
Advanced Financial Services August 1998 - February 2001
Education
University of Rhode Island 1995 — 1997
The Mergis Group January 2009 - Present
Option One Mortgage February 2001 - December 2004
Advanced Financial Services August 1998 - February 2001
Education
University of Rhode Island 1995 — 1997
Clark Edlund, CAIA's Advanced Financial Services Experience July 2006 - December 2007
Job Senior Investment Advisor at ZT Wealth
Industry Investment Management
Experience
ZT Wealth December 2013 - Present
Absolute Private Wealth Management LLC September 2010 - November 2013
Titan Portfolio Partners January 2009 - August 2011
LPL Financial 2008 - 2008
Advanced Financial Services July 2006 - December 2007
AXA Advisors 2004 - 2006
Skills
Alternative Investments, Managed Futures, Portfolio Management, Investment Strategies, Investment Advisory, Asset Allocation
Education
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Economics
ZT Wealth December 2013 - Present
Absolute Private Wealth Management LLC September 2010 - November 2013
Titan Portfolio Partners January 2009 - August 2011
LPL Financial 2008 - 2008
Advanced Financial Services July 2006 - December 2007
AXA Advisors 2004 - 2006
Skills
Alternative Investments, Managed Futures, Portfolio Management, Investment Strategies, Investment Advisory, Asset Allocation
Education
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Economics
Michael Alofsin's Advanced Financial Services Experience 1998 - 2000
Job President, Layer One Technologies
Industry Telecommunications
Experience
Layer One Tecnologies August 2007 - Present
Communications Cable & Wireless July 2005 - August 2007
Electro Standards Laboratories January 2000 - July 2005
Advanced Financial Services 1998 - 2000
Skills
Telecommunications, Data Center, VoIP
Education
Champlain College
Business Administration
University of Rhode Island
middletown high school
Layer One Tecnologies August 2007 - Present
Communications Cable & Wireless July 2005 - August 2007
Electro Standards Laboratories January 2000 - July 2005
Advanced Financial Services 1998 - 2000
Skills
Telecommunications, Data Center, VoIP
Education
Champlain College
Business Administration
University of Rhode Island
middletown high school
David McNaughton's Advanced Financial Services Experience January 1995 - December 1999
Job Director of Service & Credit Operations Business Banking at Citizens Bank
Industry Banking
Experience
Citizens Bank June 2014 - Present
Citizens Bank January 2010 - June 2014
Citizens Bank September 2008 - January 2010
Citizens Bank October 2007 - September 2008
Bryant University September 2006 - December 2007
Citizens Bank May 2002 - September 2007
Norwood Cooperative Bank April 2001 - May 2002
Key Bank January 2000 - April 2001
Advanced Financial Services January 1995 - December 1999
Skills
Project Management, Operational Risk..., Business Continuity..., Credit, Underwriting, Six Sigma, Small Business Lending, Commercial Lending, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Mortgage Lending, SBA, Operations Management, Financial Services, Mortgage Banking, Operational Risk, Process Improvement, Deposits, Commercial Real Estate, Business Process..., Leadership, Management, Credit Risk, Relationship Management
Education
Bryant University
Bachelor's Degree, Management
Bryant University
Master of Business Administration (M.B.A.), Accounting
Citizens Bank June 2014 - Present
Citizens Bank January 2010 - June 2014
Citizens Bank September 2008 - January 2010
Citizens Bank October 2007 - September 2008
Bryant University September 2006 - December 2007
Citizens Bank May 2002 - September 2007
Norwood Cooperative Bank April 2001 - May 2002
Key Bank January 2000 - April 2001
Advanced Financial Services January 1995 - December 1999
Skills
Project Management, Operational Risk..., Business Continuity..., Credit, Underwriting, Six Sigma, Small Business Lending, Commercial Lending, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Mortgage Lending, SBA, Operations Management, Financial Services, Mortgage Banking, Operational Risk, Process Improvement, Deposits, Commercial Real Estate, Business Process..., Leadership, Management, Credit Risk, Relationship Management
Education
Bryant University
Bachelor's Degree, Management
Bryant University
Master of Business Administration (M.B.A.), Accounting
Kerri Beverly's Advanced Financial Services Experience January 2009 - Present
Job Credit Officer at Advanced Financial Services
Industry Banking
Experience
Advanced Financial Services January 2009 - Present
Crown Mortgage Corp January 2007 - December 2007
Education
Community College of Rhode Island 1994 — 1996
Advanced Financial Services January 2009 - Present
Crown Mortgage Corp January 2007 - December 2007
Education
Community College of Rhode Island 1994 — 1996
Bob Gormley's Advanced Financial Services Experience March 2008 - January 2009
Job Senior Loan Processor at Homeward Residential
Industry Banking
Experience
Homeward Residential, Inc. January 2013 - Present
Bank of America January 2011 - October 2013
RBS Citizens Financial Group June 2009 - January 2011
Ingenix, Inc. January 2009 - June 2009
Advanced Financial Services March 2008 - January 2009
PHH Mortgage March 2006 - November 2007
PHH April 2005 - March 2006
PHH Mortgage April 2000 - April 2005
Skills
Strategy, Leadership, Training, Sales, Retail, Integration, Outsourcing, Mortgage Banking, FHA, Credit, Loan Origination, Product Development, Residential Mortgages, Refinance, Time Management, Mortgage Lending
Education
University of Rhode Island - College of Business Administration 1974 — 1978
Bachelor of Science (BS), Business Administration
Homeward Residential, Inc. January 2013 - Present
Bank of America January 2011 - October 2013
RBS Citizens Financial Group June 2009 - January 2011
Ingenix, Inc. January 2009 - June 2009
Advanced Financial Services March 2008 - January 2009
PHH Mortgage March 2006 - November 2007
PHH April 2005 - March 2006
PHH Mortgage April 2000 - April 2005
Skills
Strategy, Leadership, Training, Sales, Retail, Integration, Outsourcing, Mortgage Banking, FHA, Credit, Loan Origination, Product Development, Residential Mortgages, Refinance, Time Management, Mortgage Lending
Education
University of Rhode Island - College of Business Administration 1974 — 1978
Bachelor of Science (BS), Business Administration
Kevin Fullerton's Advanced Financial Services Experience January 1997 - May 1999
Job CFO Boys Town New England
Industry Financial Services
Experience
Accredited Home Lenders May 1999 - June 2008
Advanced Financial Services January 1997 - May 1999
Fleet Bank January 1994 - January 1997
Old Stone Bank August 1978 - January 1994
Education
Rhode Island College 1974 — 1978
BS, Management
Accredited Home Lenders May 1999 - June 2008
Advanced Financial Services January 1997 - May 1999
Fleet Bank January 1994 - January 1997
Old Stone Bank August 1978 - January 1994
Education
Rhode Island College 1974 — 1978
BS, Management
Jared Blake's Advanced Financial Services Experience April 2002 - May 2005
Job Transition Specialist
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Santander Bank, N.A. April 2011 - January 2015
Citizens Bank/RBS N.A. May 2007 - September 2008
Crown Mortgage Corp July 2005 - May 2007
Advanced Financial Services April 2002 - May 2005
Skills
Mortgage Lending, Loans, Referrals, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, FHA Financing, Retail Banking, Reverse Mortgages, Construction Loans, Government Loans, USDA, FHA financing, VA loans, Commercial Lending, Credit Analysis, Banking, Finance, Investment Properties
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration, 3.74 GPA
Merrill Edge January 2015 - Present
Santander Bank, N.A. April 2011 - January 2015
Citizens Bank/RBS N.A. May 2007 - September 2008
Crown Mortgage Corp July 2005 - May 2007
Advanced Financial Services April 2002 - May 2005
Skills
Mortgage Lending, Loans, Referrals, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, FHA Financing, Retail Banking, Reverse Mortgages, Construction Loans, Government Loans, USDA, FHA financing, VA loans, Commercial Lending, Credit Analysis, Banking, Finance, Investment Properties
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Business Administration, 3.74 GPA
David Creighton's Advanced Financial Services Experience September 1997 - June 2003
Job Loan Officer # 7045 NMLS
Industry Real Estate
Experience
All Western Mortgage July 2011 - Present
Brightgreen Home Loans April 2006 - March 2011
Equity Concepts June 2003 - April 2006
Advanced Financial Services September 1997 - June 2003
Prudential Financial June 1995 - September 1997
Skills
Mortgage Lending, Loans, VA loans, Residential Mortgages, FHA, FHA financing, Loan Origination, USDA, Credit, Investment Properties, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Refinance, Underwriting, Construction Loans, Mortgage Marketing, Mortgage Banking, REO, Government Loans, First Time Home Buyers, Reverse Mortgages, Banking, Short Sales, Mortgage Underwriting, Credit Analysis, Loss Mitigation, Financial Services
Education
Iowa State University
BS, Psychology
La Salle Academy
All Western Mortgage July 2011 - Present
Brightgreen Home Loans April 2006 - March 2011
Equity Concepts June 2003 - April 2006
Advanced Financial Services September 1997 - June 2003
Prudential Financial June 1995 - September 1997
Skills
Mortgage Lending, Loans, VA loans, Residential Mortgages, FHA, FHA financing, Loan Origination, USDA, Credit, Investment Properties, Certified Mortgage..., Real Estate Financing, Home Equity Loans, Refinance, Underwriting, Construction Loans, Mortgage Marketing, Mortgage Banking, REO, Government Loans, First Time Home Buyers, Reverse Mortgages, Banking, Short Sales, Mortgage Underwriting, Credit Analysis, Loss Mitigation, Financial Services
Education
Iowa State University
BS, Psychology
La Salle Academy
Barry Dunn's Advanced Financial Services Experience September 2001 - January 2008
Job Assistant Vice President, Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Coastal Medical (Contract) March 2014 - Present
Various Companies April 2013 - January 2014
Boston Medical Center January 2013 - March 2013
The Westerly Hospital August 2012 - December 2012
Southcoast Hospitals Group August 2011 - February 2012
Lifespan Inc January 2008 - August 2011
Advanced Financial Services September 2001 - January 2008
St. Anne's University Hospital June 2000 - August 2001
Lifespan February 1992 - June 2000
Skills
Financial Analysis, Healthcare, PeopleSoft, Healthcare Management, Hospitals, Financial Reporting, Revenue Cycle, Medicare, Forecasting, Access, Accounting, Healthcare Information..., Budgets, Analysis, Banking
Education
Bryant College 1980 — 1982
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant College 1975 — 1979
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2014 - Present
Coastal Medical (Contract) March 2014 - Present
Various Companies April 2013 - January 2014
Boston Medical Center January 2013 - March 2013
The Westerly Hospital August 2012 - December 2012
Southcoast Hospitals Group August 2011 - February 2012
Lifespan Inc January 2008 - August 2011
Advanced Financial Services September 2001 - January 2008
St. Anne's University Hospital June 2000 - August 2001
Lifespan February 1992 - June 2000
Skills
Financial Analysis, Healthcare, PeopleSoft, Healthcare Management, Hospitals, Financial Reporting, Revenue Cycle, Medicare, Forecasting, Access, Accounting, Healthcare Information..., Budgets, Analysis, Banking
Education
Bryant College 1980 — 1982
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant College 1975 — 1979
Bachelor's degree, Finance, General
Gary Coughlin's Advanced Financial Services Experience 2001 - 2006
Job Network Operations Engineer I at Towerstream
Industry Computer Networking
Experience
Towerstream September 2010 - Present
TLIC Worldwide March 2009 - September 2010
Advanced Financial Services 2001 - 2006
Skills
Network Administration, Hardware, Sales, Solution Selling, Sales Operations, Cold Calling, Microsoft Office, Lead Generation, Business Development, Banking, Network Security, Sales Process
Education
New England Institute of Technology 2008 — 2010
AS, Information Technology
Community College of Rhode Island 1997 — 1999
Associate of Science (A.S.), Business Administration
Towerstream September 2010 - Present
TLIC Worldwide March 2009 - September 2010
Advanced Financial Services 2001 - 2006
Skills
Network Administration, Hardware, Sales, Solution Selling, Sales Operations, Cold Calling, Microsoft Office, Lead Generation, Business Development, Banking, Network Security, Sales Process
Education
New England Institute of Technology 2008 — 2010
AS, Information Technology
Community College of Rhode Island 1997 — 1999
Associate of Science (A.S.), Business Administration
Erika Combs's Advanced Financial Services Experience December 2005 - May 2006
Job IT Professional
Industry Information Technology and Services
Experience
Xerox December 2012 - February 2014
Southwest Airlines March 2012 - December 2012
Mercer November 2007 - March 2012
Mercer November 2006 - March 2012
Mercer HR August 2006 - November 2007
REYAP June 2005 - July 2006
Advanced Financial Services December 2005 - May 2006
Inroads, Mutual Assurance Administrators June 2003 - August 2003
Dipro September 2002 - December 2002
Skills
Java, C++, Visual Basic, .NET, SQL, Oracle SQL, Benefits Administration, Health Insurance, Healthcare IT, Human Relations, Business Analysis, Software Configuration..., Software Installation, Project Implementation, Software Project..., Web Services, Web Analytics, Six Sigma, SDLC, Software Development, Access, Integration, Program Management, Databases, Agile Methodologies, Requirements Gathering, Testing, Business Process, Oracle, Quality Assurance, Visio, Data Warehousing, Vendor Management, ASP.NET, Process Improvement, E-commerce, Outsourcing, Microsoft SQL Server, Consulting, Data Analysis, Software Design, Systems Analysis, Management, SharePoint, XML, System Administration, Strategy
Education
Hampton University 2000 — 2005
Bachelor of Science, Computer Science
Hampton University 2000 — 2005
Bachelor of Arts, Spanish
Hampton University 2000 — 2005
Bachelor of Science; Bachelor of Arts, Computer Science; Spanish
Hampton University 2000 — 2005
Bachelor of Science (B.S.), Computer Science, 3.6
INTERNATIONAL EDUCATION 2000 — 2005
Bachelor of Arts, Spanish
Xerox December 2012 - February 2014
Southwest Airlines March 2012 - December 2012
Mercer November 2007 - March 2012
Mercer November 2006 - March 2012
Mercer HR August 2006 - November 2007
REYAP June 2005 - July 2006
Advanced Financial Services December 2005 - May 2006
Inroads, Mutual Assurance Administrators June 2003 - August 2003
Dipro September 2002 - December 2002
Skills
Java, C++, Visual Basic, .NET, SQL, Oracle SQL, Benefits Administration, Health Insurance, Healthcare IT, Human Relations, Business Analysis, Software Configuration..., Software Installation, Project Implementation, Software Project..., Web Services, Web Analytics, Six Sigma, SDLC, Software Development, Access, Integration, Program Management, Databases, Agile Methodologies, Requirements Gathering, Testing, Business Process, Oracle, Quality Assurance, Visio, Data Warehousing, Vendor Management, ASP.NET, Process Improvement, E-commerce, Outsourcing, Microsoft SQL Server, Consulting, Data Analysis, Software Design, Systems Analysis, Management, SharePoint, XML, System Administration, Strategy
Education
Hampton University 2000 — 2005
Bachelor of Science, Computer Science
Hampton University 2000 — 2005
Bachelor of Arts, Spanish
Hampton University 2000 — 2005
Bachelor of Science; Bachelor of Arts, Computer Science; Spanish
Hampton University 2000 — 2005
Bachelor of Science (B.S.), Computer Science, 3.6
INTERNATIONAL EDUCATION 2000 — 2005
Bachelor of Arts, Spanish
Jeremy Burks's Advanced Financial Services Experience September 2011 - December 2013
Job Attended Lamar University
Industry Financial Services
Experience
Advanced Financial Services September 2011 - December 2013
Skills
Business, Financial Management, Finance, Economics, Investments, Corporate Finance, International Finance, Financial Analysis, Fundamental Analysis, Technical Analysis, Portfolio Management, Hedging, Foreign Exchange, Macroeconomics, Microeconomics, Accounting, Management, Marketing, Management Information..., Critical Thinking, Strategy, Research, Teamwork, Team Leadership, Presentations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SAP ERP, Customer Service, Gorilla CRM, Ademero Document..., Honor, Wisdom, Earnestness, Continuous Improvement
Education
Lamar University 2014 — 2015
Master of Business Administration (MBA), Financial Management, 4.0 GPA
Lamar University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 3.482 GPA
Lamar University 2008 — 2013
Bachelor of Business Administration (BBA), Economics, 3.482 GPA
Advanced Financial Services September 2011 - December 2013
Skills
Business, Financial Management, Finance, Economics, Investments, Corporate Finance, International Finance, Financial Analysis, Fundamental Analysis, Technical Analysis, Portfolio Management, Hedging, Foreign Exchange, Macroeconomics, Microeconomics, Accounting, Management, Marketing, Management Information..., Critical Thinking, Strategy, Research, Teamwork, Team Leadership, Presentations, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SAP ERP, Customer Service, Gorilla CRM, Ademero Document..., Honor, Wisdom, Earnestness, Continuous Improvement
Education
Lamar University 2014 — 2015
Master of Business Administration (MBA), Financial Management, 4.0 GPA
Lamar University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, 3.482 GPA
Lamar University 2008 — 2013
Bachelor of Business Administration (BBA), Economics, 3.482 GPA