Alliance Financial Services

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Alliance Financial Services Employees

Employee
Years
Job
Industry
Tonya Hope Tonya Hope Charlotte, North Carolina Details
Tonya Hope's Alliance Financial Services Experience 2012 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Alliance Financial Services   2012 - 2014

Education
University of Phoenix   2011 — 2012

Tony Diab Tony Diab Orange County, California Area Details
Tony Diab's Alliance Financial Services Experience July 1996 - Present
Job Real Estate Broker at Castlegate Realty
Industry Real Estate
Experience
Alliance Financial Services   July 1996 - Present
Castlegate Realty   May 1985 - Present
Castlegate Realty   January 1985 - Present
Castlegate Realty   1985 - Present

Skills
Accounting, Mortgage Lending, Real Estate, Negotiation, Commercial Real Estate, Selling, Investment Properties, Residential Homes, First Time Home Buyers, New Business Development, Refinance, Sales, Investors, Income Properties, Condos, Short Sales, Foreclosures, REO, Sellers

Education
Purdue University   1972 — 1976
Bachelor of

Morgan Rooney Morgan Rooney Fishers, Indiana Details
Morgan Rooney's Alliance Financial Services Experience January 2007 - January 2008
Job Registered Dental Hygienist at Aspen Dental
Industry Medical Practice
Experience
Aspen Dental  February 2014 - Present
Moore Dentistry   January 2014 - Present
Alliance Financial Services, Inc.   January 2008 - April 2011
Alliance Financial Services   January 2007 - January 2008

Skills
Local Anesthesia Permit, Treatment Planning of..., Patient Education, Delivery of Local..., Sealants, Electronic Dental..., Use of Intra Oral Camera, Biological Monitoring, Sterilization, Inventory Management, Appointment Scheduling, Monthly Dental Office..., Digital Radiography, Film Radiology, CPR Certification, Cpr Certified, Radiography

Education
Ivy Tech Community College- East Central Region   2011 — 2013
Associate of Science (AS), Dental Hygiene/Hygienist

Ball State University   2002 — 2006
Bachelor's degree, General Studies

Robert Hastings Robert Hastings Carmel, Indiana Details
Robert Hastings's Alliance Financial Services Experience September 2007 - January 2008
Job Employee at CarmelClay Transportation Dept.
Industry Transportation/Trucking/Railroad
Experience
Carmel-Clay Transportation Dept.   March 2013 - Present
Century Personnel  April 2012 - February 2013
Sears Home Services  November 2011 - March 2012
Payroll Pathways   July 2008 - August 2011
Alliance Financial Services   September 2007 - January 2008
Resort Condominiums International  1997 - 2007
Indiana CPA Society  1995 - 1997
Volt Information Sciences  August 1985 - September 1994

Skills
Cold Calling, Recruiting, Strategic Planning, Finance, Account Management, Call Center Management, Sales, Sales Management, Technical Recruiting, Talent Acquisition, Staffing Services, Human Resources, Internet Recruiting, Coaching, Call Center, Temporary Staffing, Training, Sourcing, Applicant Tracking..., New Business Development, Team Building, Salesforce.com, Management, Executive Search, Networking, Business Development, Temporary Placement, Direct Sales, Leadership, Interviews, Customer Retention, Hiring, Social Networking, CRM, Sales Operations, Negotiation, Sales Process, Payroll, Employee Benefits, College Recruiting, Lead Generation, Employee Relations, Call Centers, Operations Management, Performance Management, Time Management, Building Relationships, Contract Negotiation, Onboarding, Resume Writing

Education
Indiana State University
Bachelors, Journalism

Audrey Petrash Audrey Petrash Houston, Texas Details
Audrey Petrash's Alliance Financial Services Experience May 2012 - December 2012
Job Staff Professional at Cornelius, Stegent & Price, LLP
Industry Financial Services
Experience
Cornelius, Stegent & Price, LLP   August 2013 - Present
Red To Black   September 2012 - May 2013
Museum of Texas Tech University  August 2008 - May 2013
Imperium Wealth Management   December 2012 - January 2013
Community, Addiction, And Family Services   May 2012 - December 2012
Alliance Financial Services   May 2012 - December 2012
University Student Housing   January 2011 - May 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Research, Teamwork, Goal Oriented, Creativity, MoneyGuide Pro, Morningstar, Retirement Planning, Budgets, Management

Education
Texas Tech University   2008 — 2013
Bachelor's degree, Personal Financial Planning, 3.2

Sean Green, JD, CFP® Sean Green, JD, CFP® Lubbock, Texas Area Details
Sean Green, JD, CFP®'s Alliance Financial Services Experience 2003 - 2004
Job Experienced Estate Planning Attorney, Personal Injury Lawyer, and Owner of Green Law, PLLC
Industry Law Practice
Experience
Green Law, PLLC   December 2011 - Present
Law Offices of Anita Sanders   May 2009 - October 2011
A Wise Attorney - Jeff Wise   May 2009 - October 2011
Desirable Properties, Inc.   September 2007 - June 2008
A.G. Edwards & Sons, Inc.   February 2005 - June 2007
Alliance Financial Services   2003 - 2004

Skills
Estate Planning, Wills, Trusts, Powers of Attorney, Retirement Planning, Investment Advisory, Probate, Financial Planning, Veterans Benefits, Medicaid, Strategic Financial..., Civil Litigation, Wealth, Insurance, Appeals, Financial Analysis, Fixed Annuities, Retirement, Litigation, Risk Management, Estate Tax Planning, Small Business, Employment Law, Commercial Litigation, Courts, Investments, Family Law, Criminal Law, Legal Research, Legal Writing, Investment Strategies, Legal Issues, Bankruptcy, Finance, Mediation, Product Liability, Attorneys, Westlaw, Due Diligence, Trials, Business Litigation, Microsoft Office, Personal Injury, Customer Service

Education
Oklahoma City University School of Law   2008 — 2011
J.D., Law

Texas Tech University   2003 — 2004
Master of Science, Personal Financial Planning

Texas Tech University   2001 — 2003
Bachelor, Business Administration; Finance

Zack Matson Zack Matson Provo, Utah Area Details
Zack Matson's Alliance Financial Services Experience January 1995 - May 2004
Job Author at Hayduke and Associates
Industry Financial Services
Experience
Veritas Funding  July 2014 - Present
Hayduke and Associates   July 2011 - Present
Bank of Utah  December 2011 - May 2012
Bank of American Fork  September 2010 - January 2012
Envision Lending Group  May 2004 - March 2011
Alliance Financial Services   January 1995 - May 2004

Skills
Investments, Loans, FHA, Refinance, Insurance, VA, Credit, Mortgage Lending, Residential, Conventional, Small Business, First Time Home Buyers, Banking, Mortgage Industry, Referrals, Purchase, Capital, Funding, Rates, Reverse Mortgages, USDA, Investment Properties, Loan Origination, Retirement, Investors, Money, Mortgage, FHA financing, Residential Mortgages, Mortgage Banking, Mortgage Planning, Conforming, VA loans, Government Loans, Construction Loans, Loan Structuring, Debt Consolidation, Home Equity Lines of..., Commercial Mortgages, Home Equity, Real Estate Finance, Non-Conforming, Home, Real Estate Financing, Home Equity Loans, HUD, Short Sales, First Time Buyers, Private Lending, REO

Education
Brigham Young University   1977 — 1984
Bachelors, Communications, English, Exercise Physiology

Brigham Young University   1978 — 1982
Bachelor of Fine Arts, Communications and Psychology

Provo High

Chad Foote Chad Foote Greater Minneapolis-St. Paul Area Details
Chad Foote's Alliance Financial Services Experience 2006 - 2008
Job Chief Operating Officer at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management  2008 - Present
Lake Country Montesorri   2014 - Present
Alliance Financial Services   2006 - 2008
PwC  2001 - 2006
Wells Fargo  1999 - 2001
U.S. Bank   1998 - 1999
U.S. Bank   1996 - 1998

Skills
Asset Management, Investments, Risk Management, Valuation, Accounting, Asset Managment, Fixed Income, Financial Services, Internal Audit, Management, Financial Reporting, Alternative Investments

Education
University of Minnesota - Carlson School of Management
Bachelor's degree

Irene Zurowski, CFP® CRPS® Irene Zurowski, CFP® CRPS® Cleveland/Akron, Ohio Area Details
Irene Zurowski, CFP® CRPS®'s Alliance Financial Services Experience October 2011 - Present
Job Retirement Specialist and Personal Financial Planning at Alliance Financial Services, Inc.
Industry Financial Services
Experience
Alliance Financial Services   October 2011 - Present
Prudential Financial  September 2012 - March 2013
MassMutual Financial Group  May 2011 - May 2012
Alliance Financial Services   September 2009 - May 2011
Transfer Title Agency, Inc.   March 1999 - September 2009
FirstMerit Bank  March 1994 - March 1999

Skills
Retirement Planning, Retirement, 401k, Roth IRA, IRAs, Strategic Financial..., Insurance, Investments, Wealth, Personal Financial..., Portfolio Management, Financial Services, 401k Rollovers, Wealth Accumulation, 529 Plans, SEP IRA, Variable Annuities, Defined Benefit, Qualified Retirement..., Fixed Annuities, Retirement Savings, Investment Advisory, Alternative Investments, Certified Financial..., 401k Plans, Series 7, Wealth Management

Education
The University of Akron   1991 — 2001
Finance, Financial Planning

Medina High School   1987 — 1991

Yuanyan Wu Yuanyan Wu Boston, Massachusetts Details
Yuanyan Wu's Alliance Financial Services Experience October 2004 - May 2007
Job Software Engineer at Rovi Coporation
Industry Internet
Experience
Rovi Corporation  April 2015 - Present
Goldium Portfolio   January 2000 - Present
eHealthInsurance  May 2007 - March 2015
Alliance Financial Services   October 2004 - May 2007
CentriHall Inc.   January 2003 - October 2004
TrueXchange Inc   January 2001 - February 2002
ThinkAgent Inc.   May 2000 - January 2001

Skills
Web Services, Agile Methodologies, Web Applications, XML, Software Development, Scrum, SQL, REST, Tomcat, Java, MySQL, Git, AJAX, Apache, Subversion, Perl, JSON, JavaScript, Design Patterns, Test Driven Development, MongoDB, OOP, Databases, Web Development, Software Engineering, CSS, Linux, Spring Framework

Education
University of New Hampshire   1998 — 2000
Master of Science (MS), Mechanical Engineering

Tsinghua University   1990 — 1995
Bachelor of Science (BS), Mechanical Engineering

DeAngelo Byrd DeAngelo Byrd Charlotte, North Carolina Area Details
DeAngelo Byrd's Alliance Financial Services Experience September 2011 - July 2014
Job Senior Claims Consultant at Alliance Financial Services
Industry Professional Training & Coaching
Experience
Lesan Entertainment, LLC   September 2009 - Present
Alliance Financial Services   September 2011 - July 2014
Black Web Enterprises Inc., an IAC Company   November 2007 - November 2008
LendingTree  May 2006 - November 2007
NetBank  April 2002 - April 2006
NetBank  April 2000 - April 2002
PMSC  1994 - 2000

Skills
Training, Team Building, Coaching, Sales, Call Centers, Marketing, Banking, Customer Service, E-commerce, Instructional Design, Product Development, Underwriting

Education
University of South Carolina-Columbia   1987 — 1993
Math and Science, Statistics

Hartsville High School

Andrea Keenan Andrea Keenan Pensacola, Florida Area Details
Andrea Keenan's Alliance Financial Services Experience
Job Regional Sales Manager at Alliance Financial Services
Industry Financial Services
Experience
Alliance Financial Services  

Skills
Relationship Management, Insurance, Strategic Partnerships, Banking, Direct Sales, Training, CRM, Sales Management, Account Management, Call Centers, Credit, New Business Development, Strategic Financial..., Portfolio Management, Sales, Retirement Planning, Strategic Planning, Management

Education
North Shore Community College

Christine Eidner Christine Eidner Greater New York City Area Details
Christine Eidner's Alliance Financial Services Experience February 2000 - April 2002
Job Financial Analyst at Allianz Global Corporate & Specialty
Industry Financial Services
Experience
Allianz Global Corporate & Specialty  January 2011 - Present
Chartis Insurance  May 2009 - December 2010
TIAA-CREF  July 2007 - August 2008
TIAA-CREF  April 2002 - July 2007
Alliance Financial Services   February 2000 - April 2002

Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance

University of Delaware
BA, Economics

Theresa Bookstaver Theresa Bookstaver Greater New York City Area Details
Theresa Bookstaver's Alliance Financial Services Experience February 1998 - December 2002
Job AVP Retail Mortgage Trainer II at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2011 - Present
JPMorgan Chase & Co.   March 2010 - June 2011
Broccoli Rob's Inc.   April 2009 - February 2010
Homecomings Financial  March 2007 - March 2008
Bank of America  2002 - 2007
Alliance Financial Services   February 1998 - December 2002

Skills
Mortgage Banking, USDA, Loans, Refinance, FHA, FHA financing, Mortgage Lending, Loan Origination, Residential Mortgages, Credit, Underwriting, Government Loans, Reverse Mortgages, Investments, Commercial Lending, Selling, Investment Properties, Loss Mitigation, Consumer Lending, Construction Loans, VA loans, Banking, Credit Risk, Financial Services, First Time Home Buyers, Certified Mortgage..., Mortgage Underwriting, Credit Analysis, Funding, Commercial Mortgages, Real Estate, Wholesale Lending, Strategic Financial..., Retail Banking, Relationship Management, Referrals, Real Estate Financing, REO, Portfolio Management, Mortgage Marketing, Lines Of Credit, Investors, Home Equity Loans, Home Equity Lines of..., Foreclosures, Finance, Branch Management, Sales, FHA Financing

Education
Nassau Community College

Dale Knight Dale Knight Plainfield, New Jersey Details
Dale Knight's Alliance Financial Services Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
JBW   July 2011 - Present
Alliance Financial Services   2008 - 2011
OSI outsourcing   March 1989 - October 2007

Skills
Microsoft Office, QuickBooks, Strategic Planning, Problem Solving, Customer Service, coaching and traning, Project Management, Medical Terminology, Medical Billing, call center, •Incentive Program..., •Knowledge of all...

Education
Liberty University   2010 — 2010
none

Carmen Watts Carmen Watts Cleveland, Ohio Details
Carmen Watts's Alliance Financial Services Experience September 2014 - Present
Job AML Analyst at Alliance Financial Services
Industry Banking
Experience
Alliance Financial Services   September 2014 - Present
JPMorgan Chase & Co.   November 2009 - December 2013
First American Title  June 2005 - February 2009

Skills
Operations Management, Foreclosures, Bankruptcy, Loan Modifications, Quality Assurance, Problem Solving, Mortgage Banking, Title Insurance, Production Management, Mortgage Collections..., Anti Money Laundering, Mortgage..., Mortgage Document...

Education
The Ohio State University
Bachelor of Arts (B.A.), Political Science