Alliance Financial
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Alliance Financial Employees
Employee
Years
Job
Industry
Jennifer Quezada Jennifer Quezada's Alliance Financial Experience 2003 - 2005
Job Digital Realty
Industry Commercial Real Estate
Experience
Digital Realty July 2015 - Present
Cushman & Wakefield July 2014 - July 2015
Mimis Cafe 2010 - 2014
Land Home Financial Services 2008 - 2010
Financial Funding LLC. 2005 - 2008
Alliance Financial 2003 - 2005
Skills
Real Estate, Mortgage Lending, Residential Homes, Sales, Proficient in Microsoft..., Marketing, Scrupulously vigilant..., Referrals, Property, Sellers, Online Marketing, Event Planning, Great Communication..., Self-motivated with..., Finance, Strategic Financial..., Quality Assurance, Proven ability to..., Ability to achieve..., Productive and..., Commercial Real Estate, Risk Management, Customer Service, Microsoft Excel
Education
San Francisco State University 2011 — 2014
Bachelor's Degree (B.S.), Business Finance
San Francisco State University 2011 — 2014
BOMA Certificate, Commercial Real Estate
Chabot College 2009 — 2011
Associate in Arts (A.A.), Business Administration and Management, General
College of San Mateo 2007 — 2009
Associate of Arts (A.A.), Real Estate
Digital Realty July 2015 - Present
Cushman & Wakefield July 2014 - July 2015
Mimis Cafe 2010 - 2014
Land Home Financial Services 2008 - 2010
Financial Funding LLC. 2005 - 2008
Alliance Financial 2003 - 2005
Skills
Real Estate, Mortgage Lending, Residential Homes, Sales, Proficient in Microsoft..., Marketing, Scrupulously vigilant..., Referrals, Property, Sellers, Online Marketing, Event Planning, Great Communication..., Self-motivated with..., Finance, Strategic Financial..., Quality Assurance, Proven ability to..., Ability to achieve..., Productive and..., Commercial Real Estate, Risk Management, Customer Service, Microsoft Excel
Education
San Francisco State University 2011 — 2014
Bachelor's Degree (B.S.), Business Finance
San Francisco State University 2011 — 2014
BOMA Certificate, Commercial Real Estate
Chabot College 2009 — 2011
Associate in Arts (A.A.), Business Administration and Management, General
College of San Mateo 2007 — 2009
Associate of Arts (A.A.), Real Estate
Damian Feller Damian Feller's Alliance Financial Experience February 2010 - February 2014
Job Sales Manager at Starboard Financial
Industry Financial Services
Experience
Starboard Financial October 2014 - Present
Veritas Funding February 2014 - October 2014
Alliance Financial February 2010 - February 2014
L & G Mortgagebanc March 2003 - February 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Credit, Investment Properties, Real Estate Economics, Residential Mortgages, First Time Home Buyers, Loan Origination, Real Estate, FHA financing, VA loans, Banking, USDA, Investors, Real Estate Financing, Reverse Mortgages, VA Loans, FHA Financing
Education
University of Arizona, Eller College of Management 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Starboard Financial October 2014 - Present
Veritas Funding February 2014 - October 2014
Alliance Financial February 2010 - February 2014
L & G Mortgagebanc March 2003 - February 2010
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Refinance, Credit, Investment Properties, Real Estate Economics, Residential Mortgages, First Time Home Buyers, Loan Origination, Real Estate, FHA financing, VA loans, Banking, USDA, Investors, Real Estate Financing, Reverse Mortgages, VA Loans, FHA Financing
Education
University of Arizona, Eller College of Management 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance
William Jamieson MA., William Jamieson MA.,'s Alliance Financial Experience July 2011 - January 2012
Job Cannabis Consultant and Founder of 420Patients.com
Industry Alternative Medicine
Experience
420Patients.com 1996 - Present
420Extractions.com 1998 - Present
Indoor Harvest March 2015 - Present
The California Cannabis Company 2014 - Present
Maggie's Farm Aquaponics 2012 - Present
Alliance Financial July 2011 - January 2012
Homeowners Financial Group September 2008 - July 2011
CVS Caremark Corporation 2006 - 2007
Surgical Instrument Service Company 2004 - 2006
McKesson 2003 - 2004
Skills
Medical Marijuana, Patient Education, Mortgage Lending, Loans, Refinance, Investment Properties, Real Estate, Pain Management, Hemp, Investors, Leadership, Strategic Planning, Loan Origination, Marketing, Wellness, FHA, Investments, Mortgage Banking, Team Building, REO, USDA, Residential Homes, Referrals, Finance, Entrepreneurship, Sales, Small Business, Cultivation Services, Hemp Wellness Programs, Edibles for MMJ, Residential Mortgages, Coaching, Public Speaking, Community Outreach, Marketing Strategy, Real Estate Transactions, SEO, Selling, Consulting, Management, Online Marketing, Foreclosures, Business Development, Negotiation, Sales Management, Training, New Business Development, Start-ups, Credit, Advertising
Education
Arizona School of Professional Psychology 1997 — 2000
Masters, Clinical Psychology
Arizona State University 1988 — 1994
Bachelors, Psychology
North Country School and Camp Treetops 1979 — 1984
Organic gardening, Maple syrup production, mountian climbing, Farm animals, 4-8
420Patients.com 1996 - Present
420Extractions.com 1998 - Present
Indoor Harvest March 2015 - Present
The California Cannabis Company 2014 - Present
Maggie's Farm Aquaponics 2012 - Present
Alliance Financial July 2011 - January 2012
Homeowners Financial Group September 2008 - July 2011
CVS Caremark Corporation 2006 - 2007
Surgical Instrument Service Company 2004 - 2006
McKesson 2003 - 2004
Skills
Medical Marijuana, Patient Education, Mortgage Lending, Loans, Refinance, Investment Properties, Real Estate, Pain Management, Hemp, Investors, Leadership, Strategic Planning, Loan Origination, Marketing, Wellness, FHA, Investments, Mortgage Banking, Team Building, REO, USDA, Residential Homes, Referrals, Finance, Entrepreneurship, Sales, Small Business, Cultivation Services, Hemp Wellness Programs, Edibles for MMJ, Residential Mortgages, Coaching, Public Speaking, Community Outreach, Marketing Strategy, Real Estate Transactions, SEO, Selling, Consulting, Management, Online Marketing, Foreclosures, Business Development, Negotiation, Sales Management, Training, New Business Development, Start-ups, Credit, Advertising
Education
Arizona School of Professional Psychology 1997 — 2000
Masters, Clinical Psychology
Arizona State University 1988 — 1994
Bachelors, Psychology
North Country School and Camp Treetops 1979 — 1984
Organic gardening, Maple syrup production, mountian climbing, Farm animals, 4-8
Matthew Kelchner's Alliance Financial Experience February 2009 - September 2015
Job Sr. Mortgage Banker | Real Estate Marketing Coach
Industry Banking
Experience
Suburban Mortgage Inc. September 2015 - Present
Alliance Financial February 2009 - September 2015
L&G Mortgagebanc February 2007 - February 2009
Lendsource, Inc April 2007 - August 2007
Solutions Funding October 2006 - April 2007
L&G Mortgagebanc September 2005 - October 2006
Morgan Stanley April 2001 - November 2003
Skills
Sales Presentations, Loans, Mortgage, Mortgage Lending, Underwriting, Leadership, Recruiting, FHA, Refinance, USDA, Residential Mortgages, Investments, Investment Properties, Insurance, Sales, Credit, Real Estate, Short Sales, Finance, First Time Home Buyers, Loan Origination, Investors, Mortgage Banking, Marketing, Real Estate Economics, Rates, Real Estate Financing, Foreclosures, FHA financing, Mortgage Marketing, Funding, VA loans, REO, Banking, Real Estate Transactions, Residential Homes, Construction Loans, Credit Analysis, Loan Servicing, Referrals, Loss Mitigation
Education
Arizona State University 1995 — 2001
Banking, Corporate, Finance, and Securities Law
Dobson High School 1993 — 1995
Diploma, General Studies
Suburban Mortgage Inc. September 2015 - Present
Alliance Financial February 2009 - September 2015
L&G Mortgagebanc February 2007 - February 2009
Lendsource, Inc April 2007 - August 2007
Solutions Funding October 2006 - April 2007
L&G Mortgagebanc September 2005 - October 2006
Morgan Stanley April 2001 - November 2003
Skills
Sales Presentations, Loans, Mortgage, Mortgage Lending, Underwriting, Leadership, Recruiting, FHA, Refinance, USDA, Residential Mortgages, Investments, Investment Properties, Insurance, Sales, Credit, Real Estate, Short Sales, Finance, First Time Home Buyers, Loan Origination, Investors, Mortgage Banking, Marketing, Real Estate Economics, Rates, Real Estate Financing, Foreclosures, FHA financing, Mortgage Marketing, Funding, VA loans, REO, Banking, Real Estate Transactions, Residential Homes, Construction Loans, Credit Analysis, Loan Servicing, Referrals, Loss Mitigation
Education
Arizona State University 1995 — 2001
Banking, Corporate, Finance, and Securities Law
Dobson High School 1993 — 1995
Diploma, General Studies
Corey Cecchini Corey Cecchini's Alliance Financial Experience June 2006 - April 2008
Job Helping companies become more agile by improving their Financial Planning & Analysis process
Industry Computer Software
Experience
NetSuite July 2009 - Present
NetSuite April 2008 - July 2009
Alliance Financial June 2006 - April 2008
Great Southwest Mortgage December 2002 - January 2006
Kayman T-Shirts/Trimark Sportswear September 1992 - September 2002
Skills
Selling, Software, Strategic Financial..., SaaS, Lead Generation, Cloud Computing, Solution Selling
Education
College of San Mateo
NetSuite July 2009 - Present
NetSuite April 2008 - July 2009
Alliance Financial June 2006 - April 2008
Great Southwest Mortgage December 2002 - January 2006
Kayman T-Shirts/Trimark Sportswear September 1992 - September 2002
Skills
Selling, Software, Strategic Financial..., SaaS, Lead Generation, Cloud Computing, Solution Selling
Education
College of San Mateo
Eric Preston Eric Preston's Alliance Financial Experience June 2011 - Present
Job Loan Officer at Alliance Financial
Industry Financial Services
Experience
Alliance Financial June 2011 - Present
Skills
Mortgage Lending, Real Estate, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, USDA, VA loans, FHA financing, Credit, Customer Service, Sales Management, Banking, Management, New Business Development, First Time Home Buyers, Real Estate Financing, Rates, Government Loans, Certified Mortgage...
Education
State University of New York College at Fredonia 1993 — 1997
BA, Marketing
Alliance Financial June 2011 - Present
Skills
Mortgage Lending, Real Estate, Refinance, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, USDA, VA loans, FHA financing, Credit, Customer Service, Sales Management, Banking, Management, New Business Development, First Time Home Buyers, Real Estate Financing, Rates, Government Loans, Certified Mortgage...
Education
State University of New York College at Fredonia 1993 — 1997
BA, Marketing
Ron Jaques Ron Jaques's Alliance Financial Experience January 2007 - February 2009
Job Rentmaster Property Management and Paradigm Property Solutions
Industry Real Estate
Experience
Paradigm Realty Solutions July 2011 - Present
Rentmaster February 2009 - Present
Alliance Financial January 2007 - February 2009
Source Mortgage November 2001 - February 2007
Skills
Real Estate Finance, Real Estate Investment, Real Estate Transactions, Investment Properties, Real Estate Investor, Property Management, Property Management..., Mortgage Lending, Mortgage Planning, Residential Mortgages, Real Estate, Residential Homes, Real Property, Property, Commercial Real Estate, Investors, Tenant, Single Family Homes, Relocation, Selling, Rentals, Income Properties, Credit, Referrals, First Time Home Buyers, Sellers, Leases, Real Estate Financing, Small Business, Investments, REO
Education
Utah State University 1994 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Montana State University-Bozeman 1990 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Paradigm Realty Solutions July 2011 - Present
Rentmaster February 2009 - Present
Alliance Financial January 2007 - February 2009
Source Mortgage November 2001 - February 2007
Skills
Real Estate Finance, Real Estate Investment, Real Estate Transactions, Investment Properties, Real Estate Investor, Property Management, Property Management..., Mortgage Lending, Mortgage Planning, Residential Mortgages, Real Estate, Residential Homes, Real Property, Property, Commercial Real Estate, Investors, Tenant, Single Family Homes, Relocation, Selling, Rentals, Income Properties, Credit, Referrals, First Time Home Buyers, Sellers, Leases, Real Estate Financing, Small Business, Investments, REO
Education
Utah State University 1994 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Montana State University-Bozeman 1990 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lance Robertson Lance Robertson's Alliance Financial Experience January 2005 - February 2009
Job Manager, Quality Assurance at CoreLogic
Industry Information Technology and Services
Experience
CoreLogic May 2011 - Present
Hewlett-Packard July 2009 - April 2011
TEKsystems 2009 - 2010
ZIP Realty February 2009 - July 2009
Amdocs March 2007 - February 2009
Alliance Financial January 2005 - February 2009
Modis IT November 2006 - March 2007
Amdocs May 2002 - July 2006
DST Output July 1991 - April 2002
Skills
Requirements Analysis, SDLC, Software Project..., Quality Assurance, Agile Methodologies, Analysis, Business Analysis, Business Intelligence, CRM, IT Service Management, Integration, Leadership, Management, Product Management, Quality Center, SQL, Scrum, SharePoint, Software Development, Software Documentation, Software Quality..., Telecommunications, Test Planning, Testing, Vendor Management, Visio
Education
California State University-Sacramento 1993 — 2001
MBA, Taxation
California State University-Sacramento 1988 — 1993
BS, MIS
CoreLogic May 2011 - Present
Hewlett-Packard July 2009 - April 2011
TEKsystems 2009 - 2010
ZIP Realty February 2009 - July 2009
Amdocs March 2007 - February 2009
Alliance Financial January 2005 - February 2009
Modis IT November 2006 - March 2007
Amdocs May 2002 - July 2006
DST Output July 1991 - April 2002
Skills
Requirements Analysis, SDLC, Software Project..., Quality Assurance, Agile Methodologies, Analysis, Business Analysis, Business Intelligence, CRM, IT Service Management, Integration, Leadership, Management, Product Management, Quality Center, SQL, Scrum, SharePoint, Software Development, Software Documentation, Software Quality..., Telecommunications, Test Planning, Testing, Vendor Management, Visio
Education
California State University-Sacramento 1993 — 2001
MBA, Taxation
California State University-Sacramento 1988 — 1993
BS, MIS
Mike Yancey Mike Yancey's Alliance Financial Experience July 2012 - May 2014
Job President at Starlight Mortgage, Inc.
Industry Banking
Experience
Starlight Mortgage, Inc. May 2014 - Present
Alliance Financial July 2012 - May 2014
Security Mortgage Corporation January 1997 - October 2009
Skills
Contract Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Executive Coaching, Expert Witness, Fraud Detection, Microsoft Word, Mortgage Lending, Credit, Loans, Loan Origination, Refinance
Education
University of Central Missouri 1984 — 1988
Rockhurst Hight School 1979 — 1983
Starlight Mortgage, Inc. May 2014 - Present
Alliance Financial July 2012 - May 2014
Security Mortgage Corporation January 1997 - October 2009
Skills
Contract Negotiation, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Executive Coaching, Expert Witness, Fraud Detection, Microsoft Word, Mortgage Lending, Credit, Loans, Loan Origination, Refinance
Education
University of Central Missouri 1984 — 1988
Rockhurst Hight School 1979 — 1983
Loryn Dorsey Loryn Dorsey's Alliance Financial Experience December 2012 - Present
Job Mortgage Protection Specialist Income/Retirement
Industry Insurance
Experience
Alliance Financial December 2012 - Present
Str8 Drop Entertainment 2010 - 2013
Exit Mortgage February 2012 - June 2012
McKeon Law Firm October 2009 - December 2011
JPMorgan Chase April 2008 - July 2009
Skills
Event Planning, Strategic Financial..., Marketing Management, Business Development, Contract Negotiation, Broker-Dealer, Mortgage Underwriting, Social Promotion, Wealth Management..., Investment Strategies, Corporate Finance, Notary Public, Office Administration, Personal Branding, Network Marketing..., Small Business, Insurance Negotiations, Customer Service, Microsoft Office, Access, Insurance, Finance, Training, Marketing, Networking, Investments, Time Management, Financial Planning, Management, Social Media Marketing, Social Networking, Public Relations
Education
Full Sail University 2010 — 2012
Business Management
Alliance Financial December 2012 - Present
Str8 Drop Entertainment 2010 - 2013
Exit Mortgage February 2012 - June 2012
McKeon Law Firm October 2009 - December 2011
JPMorgan Chase April 2008 - July 2009
Skills
Event Planning, Strategic Financial..., Marketing Management, Business Development, Contract Negotiation, Broker-Dealer, Mortgage Underwriting, Social Promotion, Wealth Management..., Investment Strategies, Corporate Finance, Notary Public, Office Administration, Personal Branding, Network Marketing..., Small Business, Insurance Negotiations, Customer Service, Microsoft Office, Access, Insurance, Finance, Training, Marketing, Networking, Investments, Time Management, Financial Planning, Management, Social Media Marketing, Social Networking, Public Relations
Education
Full Sail University 2010 — 2012
Business Management
Evan Wells's Alliance Financial Experience May 2003 - December 2004
Job Budget & Finance Manager at Apollo Endosurgery, Inc.
Industry Medical Devices
Experience
PayTollo Inc. November 2014 - Present
Apollo Endosurgery September 2011 - Present
E&F Associates January 2011 - Present
PwC January 2006 - April 2011
Beta Alpha Psi 2006 - 2007
Success Chess April 2004 - August 2005
Alliance Financial May 2003 - December 2004
AGI Publishing, Inc November 2003 - August 2004
Chess Embedded June 2001 - August 2001
Geneolgy.com May 1999 - July 2000
Skills
Accounting, Budgeting, Forecasting, Analysis, Financial Reporting, Cost, Excel, Inventory Management, Expenses, Auditing, Audit, Journal Entries, Ad Hoc Reporting, Reconciliation, Microsoft Office, Accounts Receivable, Planning, Fixed Assets, Research, Financial Modeling, Capex, Microsoft Excel, Account Reconciliation, Finance, Financial Statements, Project Planning, Accounts Payable
Education
California State University-East Bay 2005 — 2007
Bachelor of Science (B.S.), Accounting
Ohlone 2004 — 2005
University of the Pacific - Eberhardt School of Business 2000 — 2002
Business and Technology
Mission San Jose
PayTollo Inc. November 2014 - Present
Apollo Endosurgery September 2011 - Present
E&F Associates January 2011 - Present
PwC January 2006 - April 2011
Beta Alpha Psi 2006 - 2007
Success Chess April 2004 - August 2005
Alliance Financial May 2003 - December 2004
AGI Publishing, Inc November 2003 - August 2004
Chess Embedded June 2001 - August 2001
Geneolgy.com May 1999 - July 2000
Skills
Accounting, Budgeting, Forecasting, Analysis, Financial Reporting, Cost, Excel, Inventory Management, Expenses, Auditing, Audit, Journal Entries, Ad Hoc Reporting, Reconciliation, Microsoft Office, Accounts Receivable, Planning, Fixed Assets, Research, Financial Modeling, Capex, Microsoft Excel, Account Reconciliation, Finance, Financial Statements, Project Planning, Accounts Payable
Education
California State University-East Bay 2005 — 2007
Bachelor of Science (B.S.), Accounting
Ohlone 2004 — 2005
University of the Pacific - Eberhardt School of Business 2000 — 2002
Business and Technology
Mission San Jose
Mark Abdo's Alliance Financial Experience August 2011 - July 2014
Job Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Alliance Financial August 2011 - July 2014
U.S. Army Corps of Engineers July 2010 - March 2011
Abdo Law Firm April 2007 - April 2009
Skills
Hedging, Commodity Markets, Capital Markets, Derivatives, Proprietary Trading, Options, Futures Trading, Market Analysis, Financial Markets, Portfolio Management, Equities, Asset Management, Market Making, Financial Analysis, Technical Analysis, International Relations, Geopolitics, Policy Analysis
Education
Oakland University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
DePaul University 2009 — 2010
Master of Arts (M.A.), Public Relations and Advertising
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Pre-Law
UBS June 2015 - Present
Alliance Financial August 2011 - July 2014
U.S. Army Corps of Engineers July 2010 - March 2011
Abdo Law Firm April 2007 - April 2009
Skills
Hedging, Commodity Markets, Capital Markets, Derivatives, Proprietary Trading, Options, Futures Trading, Market Analysis, Financial Markets, Portfolio Management, Equities, Asset Management, Market Making, Financial Analysis, Technical Analysis, International Relations, Geopolitics, Policy Analysis
Education
Oakland University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
DePaul University 2009 — 2010
Master of Arts (M.A.), Public Relations and Advertising
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Pre-Law
Joe Christensen's Alliance Financial Experience September 2012 - January 2015
Job Mortgage Consultant at Alliance Home Loans NMLS#142084
Industry Financial Services
Experience
Alliance Home Loans NMLS#142084 August 2015 - Present
AmeriFirst Financial, Inc. January 2015 - August 2015
Alliance Financial September 2012 - January 2015
Access Capital Group, Inc. February 2008 - September 2012
Midland National Life 2000 - 2009
Founders Mortgage & Financial April 2002 - February 2008
Skills
FHA, Loans, USDA, Finance, Mortgage Lending, Life Insurance, Insurance, First Time Home Buyers, Credit, Investment Properties, Sales, Health Insurance, Customer Service, Selling, Real Estate, Fixed Annuities, VA Loans, Refinance, Residential Homes, Investments, Residential Mortgages, Mortgage Banking, Loan Origination
Education
Minnesota State University, Mankato 1992 — 1997
B.S., Communications, Economics
Alliance Home Loans NMLS#142084 August 2015 - Present
AmeriFirst Financial, Inc. January 2015 - August 2015
Alliance Financial September 2012 - January 2015
Access Capital Group, Inc. February 2008 - September 2012
Midland National Life 2000 - 2009
Founders Mortgage & Financial April 2002 - February 2008
Skills
FHA, Loans, USDA, Finance, Mortgage Lending, Life Insurance, Insurance, First Time Home Buyers, Credit, Investment Properties, Sales, Health Insurance, Customer Service, Selling, Real Estate, Fixed Annuities, VA Loans, Refinance, Residential Homes, Investments, Residential Mortgages, Mortgage Banking, Loan Origination
Education
Minnesota State University, Mankato 1992 — 1997
B.S., Communications, Economics
Bryan Wynkoop's Alliance Financial Experience November 2010 - Present
Job Sales Manager at Alliance Financial
Industry Financial Services
Experience
Alliance Financial November 2010 - Present
State Farm October 2009 - November 2010
Countrywide Insurance Group February 2006 - November 2008
H&R Block Mortgage February 2005 - November 2006
Country Financial 2003 - 2006
Education
University of London 2002 — 2002
BS, Political Science
Northern Arizona University 1999 — 2002
BS, Criminal Justice
Alliance Financial November 2010 - Present
State Farm October 2009 - November 2010
Countrywide Insurance Group February 2006 - November 2008
H&R Block Mortgage February 2005 - November 2006
Country Financial 2003 - 2006
Education
University of London 2002 — 2002
BS, Political Science
Northern Arizona University 1999 — 2002
BS, Criminal Justice