American Advisors Group
Industry: Company
DescriptionAmerican Advisors Group is the top lender in the American reverse mortgage industry, licensed to operate in 48 states. The company provides government-insured Home Equity Conversion Mortgage loans and has 81 geographical areas approved for business by HUD. CEO: Reza Jahangiri (2004–) Headquarters: Orange, CA Founder: Reza Jahangiri Founded: 2004 Number of employees: 1,000 Employees: 1000+ (2015)
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American Advisors Group Employees
Employee
Years
Job
Industry
Steve Krasnoff Steve Krasnoff's American Advisors Group Experience February 2012 - October 2013
Job Seasoned financial professional
Industry Financial Services
Experience
GMFS LLC. January 2015 - Present
Generation Mortgage Co. June 2014 - October 2014
Urban Financial of America, LLC. October 2013 - March 2014
American Advisors Group February 2012 - October 2013
Lending Solutions, Inc. October 2010 - January 2012
America Home Key Mortgage December 2008 - October 2010
Schakolad Chocolate Factory October 2003 - July 2008
Alltel -Financial Services Division December 2000 - February 2003
Morcap, Inc. 1998 - 2000
Heartland Mortgage 1995 - 1998
Skills
Credit, Credit Analysis, Mortgage Lending, Loans, Refinance, FHA, Residential Mortgages, Banking, Risk Management, Real Estate, Loan Origination, VA loans, Mortgage Banking, Leadership, Underwriting, Finance, Mortgage Underwriting, Reverse Mortgages, Strategic Partnerships, Strategic Planning, Strategic Business
Education
The University of Georgia 1979 — 1983
B.A., Economics
Riverwood High School 1974 — 1979
GMFS LLC. January 2015 - Present
Generation Mortgage Co. June 2014 - October 2014
Urban Financial of America, LLC. October 2013 - March 2014
American Advisors Group February 2012 - October 2013
Lending Solutions, Inc. October 2010 - January 2012
America Home Key Mortgage December 2008 - October 2010
Schakolad Chocolate Factory October 2003 - July 2008
Alltel -Financial Services Division December 2000 - February 2003
Morcap, Inc. 1998 - 2000
Heartland Mortgage 1995 - 1998
Skills
Credit, Credit Analysis, Mortgage Lending, Loans, Refinance, FHA, Residential Mortgages, Banking, Risk Management, Real Estate, Loan Origination, VA loans, Mortgage Banking, Leadership, Underwriting, Finance, Mortgage Underwriting, Reverse Mortgages, Strategic Partnerships, Strategic Planning, Strategic Business
Education
The University of Georgia 1979 — 1983
B.A., Economics
Riverwood High School 1974 — 1979
Tiffany Smart, PHR Tiffany Smart, PHR's American Advisors Group Experience March 2013 - Present
Job SR. HR Generalist
Industry Real Estate
Experience
American Advisors Group March 2013 - Present
University of Cincinnati June 2009 - August 2012
Help 1, INC January 2007 - July 2011
Mercy Health Partners November 2007 - June 2009
Hilton Netherland Plaza September 2006 - November 2007
Skills
Healthcare, Benefits, Employee Relations, Talent Management, Performance Management, Recruiting, Outplacement, Labor Relations
Education
University of Cincinnati 1997 — 2006
BA, Psychology
American Advisors Group March 2013 - Present
University of Cincinnati June 2009 - August 2012
Help 1, INC January 2007 - July 2011
Mercy Health Partners November 2007 - June 2009
Hilton Netherland Plaza September 2006 - November 2007
Skills
Healthcare, Benefits, Employee Relations, Talent Management, Performance Management, Recruiting, Outplacement, Labor Relations
Education
University of Cincinnati 1997 — 2006
BA, Psychology
Bertrum Malone Bertrum Malone's American Advisors Group Experience October 2013 - Present
Job Mortgage Loan Officer at American Advisors Group
Industry Financial Services
Experience
American Advisors Group October 2013 - Present
Mortgage Investors Corporation 2010 - September 2013
Orkin Pest Control February 2009 - May 2010
Etrade Financial February 2007 - September 2008
Quaker Oats 2003 - 2004
Encore Bank 2000 - 2003
Skills
Teamwork, Credit, Forecasting, Financial Analysis, Sales Management, Equities, Leadership, Sales, Insurance, Investments, Portfolio Management, Banking, Customer Retention, Call Centers, Mortgage Lending, Financial Services, Loans, Retail, CRM, Accounting, Mortgage Banking, Credit Analysis
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Administration
Douglass High School
American Advisors Group October 2013 - Present
Mortgage Investors Corporation 2010 - September 2013
Orkin Pest Control February 2009 - May 2010
Etrade Financial February 2007 - September 2008
Quaker Oats 2003 - 2004
Encore Bank 2000 - 2003
Skills
Teamwork, Credit, Forecasting, Financial Analysis, Sales Management, Equities, Leadership, Sales, Insurance, Investments, Portfolio Management, Banking, Customer Retention, Call Centers, Mortgage Lending, Financial Services, Loans, Retail, CRM, Accounting, Mortgage Banking, Credit Analysis
Education
Florida Agricultural and Mechanical University 1989 — 1994
BS, Business Administration
Douglass High School
Michelle Ritter Michelle Ritter's American Advisors Group Experience July 2012 - August 2014
Job Senior Underwriter at The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank October 2014 - Present
American Advisors Group July 2012 - August 2014
MetLife Home Loans July 2007 - July 2012
First Horizon Home Loans/Advisors Mortgage October 2005 - July 2007
First Horizon Home Loans February 2003 - October 2005
P.F. Chang's China Bistro July 1998 - January 2002
Skills
Mortgage Lending, Loans, FHA, VA loans, USDA, Residential Mortgages, Credit, Underwriting, Loan Origination, Reverse Mortgages, Customer Service, First Time Home Buyers, Home, Government Loans, FHA financing, Mortgage Underwriting, Mortgage Marketing, FHA Financing, VA Loans
Education
Arizona School of Real Estate 2001 — 2001
Real Estate
Arizona State University 1995 — 2000
Nutrition & Business
The Federal Savings Bank October 2014 - Present
American Advisors Group July 2012 - August 2014
MetLife Home Loans July 2007 - July 2012
First Horizon Home Loans/Advisors Mortgage October 2005 - July 2007
First Horizon Home Loans February 2003 - October 2005
P.F. Chang's China Bistro July 1998 - January 2002
Skills
Mortgage Lending, Loans, FHA, VA loans, USDA, Residential Mortgages, Credit, Underwriting, Loan Origination, Reverse Mortgages, Customer Service, First Time Home Buyers, Home, Government Loans, FHA financing, Mortgage Underwriting, Mortgage Marketing, FHA Financing, VA Loans
Education
Arizona School of Real Estate 2001 — 2001
Real Estate
Arizona State University 1995 — 2000
Nutrition & Business
Jerry Escuadra Jerry Escuadra's American Advisors Group Experience February 2014 - Present
Job Sr. Mortgage Loan Officer at American Advisors Group (AAG)
Industry Financial Services
Experience
American Advisors Group February 2014 - Present
Cash Call Inc. October 2012 - February 2014
California Bank & Trust September 2011 - October 2012
Finance America, LLC. November 2004 - October 2005
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Investments, Mortgage Lending, Risk Management, Mutual Funds, Strategic Financial..., Consumer Lending, Credit Risk, Retail Banking, Equities, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Commercial Mortgages, Underwriting, Lines Of Credit, Residential Mortgages, Mortgage Banking, Financial Structuring, Refinance
Education
University of Phoenix 2009 — 2013
Bachelors in Science, Business w/ emphasis in Finance
Santa Ana College 2002 — 2004
Associates, Business Administration
American Advisors Group February 2014 - Present
Cash Call Inc. October 2012 - February 2014
California Bank & Trust September 2011 - October 2012
Finance America, LLC. November 2004 - October 2005
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Investments, Mortgage Lending, Risk Management, Mutual Funds, Strategic Financial..., Consumer Lending, Credit Risk, Retail Banking, Equities, Small Business Lending, Commercial Banking, Commercial Lending, Loan Origination, Commercial Mortgages, Underwriting, Lines Of Credit, Residential Mortgages, Mortgage Banking, Financial Structuring, Refinance
Education
University of Phoenix 2009 — 2013
Bachelors in Science, Business w/ emphasis in Finance
Santa Ana College 2002 — 2004
Associates, Business Administration
Maria Georgescu Maria Georgescu's American Advisors Group Experience December 2010 - September 2014
Job Human Resources
Industry Financial Services
Experience
Diamond Wipes International March 2015 - Present
California Skateparks June 2014 - March 2015
American Advisors Group December 2010 - September 2014
Embassy Suites Brea November 2008 - November 2010
Embassy Suites Hotel November 2008 - November 2010
401(k) Advisors August 2005 - October 2008
Cal Poly Pomona February 2002 - January 2008
401(k) Advisors 2005 - 2008
Cal Poly Pomona Dining Services January 2000 - August 2005
Skills
401k, FMLA, EEO, CFRA, Employee Relations, Microsoft Office, Benefits, Compliance, Payroll, Mentoring, Benefits Administration, Word, Excel, Outlook, PowerPoint, Hiring, Spanish, Workers Compensation, Administration, Interviewing, Microsoft Excel, Microsoft Word, Employee Benefits, Recruiting, Coaching, Training, Team Building, Management, Customer Service, Interviews, Employee Handbooks, ADP Payroll, Onboarding, Performance Management, HRIS, Succession Planning, Software Documentation, New Hire Orientations, FLSA, Leadership Development, Employee Training, COBRA, Resume Writing, Talent Acquisition, I-9 Compliance, Talent Management, Organizational..., Sales, Career Development
Education
California State Polytechnic University 1999 — 2005
Bachelor of Science, Business Administration and Management, General
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Human Resources Management and Services
Diamond Wipes International March 2015 - Present
California Skateparks June 2014 - March 2015
American Advisors Group December 2010 - September 2014
Embassy Suites Brea November 2008 - November 2010
Embassy Suites Hotel November 2008 - November 2010
401(k) Advisors August 2005 - October 2008
Cal Poly Pomona February 2002 - January 2008
401(k) Advisors 2005 - 2008
Cal Poly Pomona Dining Services January 2000 - August 2005
Skills
401k, FMLA, EEO, CFRA, Employee Relations, Microsoft Office, Benefits, Compliance, Payroll, Mentoring, Benefits Administration, Word, Excel, Outlook, PowerPoint, Hiring, Spanish, Workers Compensation, Administration, Interviewing, Microsoft Excel, Microsoft Word, Employee Benefits, Recruiting, Coaching, Training, Team Building, Management, Customer Service, Interviews, Employee Handbooks, ADP Payroll, Onboarding, Performance Management, HRIS, Succession Planning, Software Documentation, New Hire Orientations, FLSA, Leadership Development, Employee Training, COBRA, Resume Writing, Talent Acquisition, I-9 Compliance, Talent Management, Organizational..., Sales, Career Development
Education
California State Polytechnic University 1999 — 2005
Bachelor of Science, Business Administration and Management, General
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (B.S.), Human Resources Management and Services
Nina Lueras Nina Lueras's American Advisors Group Experience July 2013 - April 2015
Job Founder/Writer at Valid Until Sunset
Industry Marketing and Advertising
Experience
American Advisors Group July 2013 - April 2015
Racer Media and Marketing March 2013 - July 2013
Valor Collective March 2013 - May 2013
Macy's November 2012 - January 2013
UCLA Anthropology Department January 2012 - June 2012
Horiyoshi the Third February 2012 - March 2012
Sassybax June 2011 - September 2011
Cultural Affairs Commission UCLA November 2010 - April 2011
Orange Army Navy June 2009 - September 2009
Nordstrom September 2007 - June 2008
Skills
Facebook, Social Media Marketing, Social Media, Microsoft Excel, PowerPoint, Photoshop, Google Analytics, Illustrator, DART for Publishers, Pinterest, Twitter, Instagram, Photography, Hootsuite, Graphic Design, Microsoft Word, Sewing, POS, Web Tracking, Customer Satisfaction, Salesforce.com, Tumblr, Outlook
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Art
UCSC 2008 — 2010
American Advisors Group July 2013 - April 2015
Racer Media and Marketing March 2013 - July 2013
Valor Collective March 2013 - May 2013
Macy's November 2012 - January 2013
UCLA Anthropology Department January 2012 - June 2012
Horiyoshi the Third February 2012 - March 2012
Sassybax June 2011 - September 2011
Cultural Affairs Commission UCLA November 2010 - April 2011
Orange Army Navy June 2009 - September 2009
Nordstrom September 2007 - June 2008
Skills
Facebook, Social Media Marketing, Social Media, Microsoft Excel, PowerPoint, Photoshop, Google Analytics, Illustrator, DART for Publishers, Pinterest, Twitter, Instagram, Photography, Hootsuite, Graphic Design, Microsoft Word, Sewing, POS, Web Tracking, Customer Satisfaction, Salesforce.com, Tumblr, Outlook
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Art
UCSC 2008 — 2010
Garry Hawley Garry Hawley's American Advisors Group Experience June 2011 - November 2011
Job Aviation Finance Division at First National Capital Corporation
Industry Financial Services
Experience
First National Capital Corporation February 2014 - Present
Balboa Capital October 2013 - February 2014
Triple 14 Marketing January 2012 - September 2013
American Advisors Group June 2011 - November 2011
Pathway Financial Management December 2008 - June 2011
Interactive Corporation - Lending Tree November 2004 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Windows, Research, Strategic Planning, Budgets, Public Speaking, Banking, Project Management, Management, Sales, Business Development, Marketing, Leadership, Time Management, Business Strategy, Training, Loans, B2B, New Business Development, Mortgage Lending, Account Management, CRM, Negotiation, Team Building, Sales Management, Salesforce.com, Finance, Call Centers
Education
City College of San Francisco 1996 — 1998
Fullerton College 1990 — 1992
First National Capital Corporation February 2014 - Present
Balboa Capital October 2013 - February 2014
Triple 14 Marketing January 2012 - September 2013
American Advisors Group June 2011 - November 2011
Pathway Financial Management December 2008 - June 2011
Interactive Corporation - Lending Tree November 2004 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, Windows, Research, Strategic Planning, Budgets, Public Speaking, Banking, Project Management, Management, Sales, Business Development, Marketing, Leadership, Time Management, Business Strategy, Training, Loans, B2B, New Business Development, Mortgage Lending, Account Management, CRM, Negotiation, Team Building, Sales Management, Salesforce.com, Finance, Call Centers
Education
City College of San Francisco 1996 — 1998
Fullerton College 1990 — 1992
Cheryl Hyde Cheryl Hyde's American Advisors Group Experience July 2012 - Present
Job Corporate Administration Manager at American Advisors Group
Industry Banking
Experience
American Advisors Group July 2012 - Present
Karen Allen Salon and Spa June 2010 - June 2012
Priority One Billing June 2008 - February 2010
Master Financial, Inc. January 2001 - March 2007
Skills
Account Management, New Business Development, Customer Service, Salesforce.com, Sales Process, Marketing, Health Insurance, Management, Document Management, Team Leadership, Compliance, Production Support, Office Administration, System Administration, Database Administration, Team Management, Training, Leadership, Outlook, Mortgage Banking, Banking, Refinance, Credit, Loans, Residential Mortgages, Loan Origination
Education
American Career College-Ontario 2007 — 2008
Certificate, Medical Insurance Specialist/Medical Biller
American Advisors Group July 2012 - Present
Karen Allen Salon and Spa June 2010 - June 2012
Priority One Billing June 2008 - February 2010
Master Financial, Inc. January 2001 - March 2007
Skills
Account Management, New Business Development, Customer Service, Salesforce.com, Sales Process, Marketing, Health Insurance, Management, Document Management, Team Leadership, Compliance, Production Support, Office Administration, System Administration, Database Administration, Team Management, Training, Leadership, Outlook, Mortgage Banking, Banking, Refinance, Credit, Loans, Residential Mortgages, Loan Origination
Education
American Career College-Ontario 2007 — 2008
Certificate, Medical Insurance Specialist/Medical Biller
Bryan Iijima Bryan Iijima's American Advisors Group Experience June 2008 - Present
Job Sales Manager at American Advisors Group
Industry Banking
Experience
American Advisors Group June 2008 - Present
Skills
Loans, Mortgage Lending, Mortgage Banking, Sales, Finance, Sales Management, Loan Origination, Refinance, FHA, Credit, Banking, FHA Financing
Education
University of California, Los Angeles
American Advisors Group June 2008 - Present
Skills
Loans, Mortgage Lending, Mortgage Banking, Sales, Finance, Sales Management, Loan Origination, Refinance, FHA, Credit, Banking, FHA Financing
Education
University of California, Los Angeles
Robert W. Johnson, Esq. Robert W. Johnson, Esq.'s American Advisors Group Experience January 2014 - Present
Job Chief Legal Officer at American Advisors Group
Industry Financial Services
Experience
American Advisors Group January 2014 - Present
Residential Credit Solutions, Inc August 2010 - January 2014
Marix Servicing LLC October 2007 - August 2010
JPMorgan Chase August 1999 - April 2007
Mellon Mortgage Company October 1998 - May 1999
Market Street Mortgage October 1996 - October 1998
Market Street Mortgage 1996 - 1998
FDIC/RTC 1990 - 1996
Melrod, Redman and Gartlan 1988 - 1990
Skills
Structured Finance, Bankruptcy, Corporate Law, Mortgage Lending, Loss Mitigation, Due Diligence, Legal Writing, Licensing, Financial Services, Banking, Loans, Executive Management, Credit, Securities Regulation, Risk Management, Portfolio Management, Litigation Management, Corporate Governance, Finance, Mortgage Banking
Education
The George Washington University Law School 1985 — 1988
JD, Law
William & Mary 1976 — 1980
BA, Government and Philospohy
American Advisors Group January 2014 - Present
Residential Credit Solutions, Inc August 2010 - January 2014
Marix Servicing LLC October 2007 - August 2010
JPMorgan Chase August 1999 - April 2007
Mellon Mortgage Company October 1998 - May 1999
Market Street Mortgage October 1996 - October 1998
Market Street Mortgage 1996 - 1998
FDIC/RTC 1990 - 1996
Melrod, Redman and Gartlan 1988 - 1990
Skills
Structured Finance, Bankruptcy, Corporate Law, Mortgage Lending, Loss Mitigation, Due Diligence, Legal Writing, Licensing, Financial Services, Banking, Loans, Executive Management, Credit, Securities Regulation, Risk Management, Portfolio Management, Litigation Management, Corporate Governance, Finance, Mortgage Banking
Education
The George Washington University Law School 1985 — 1988
JD, Law
William & Mary 1976 — 1980
BA, Government and Philospohy
Jen Colborn's American Advisors Group Experience April 2013 - Present
Job Assistant Team Lead at American Advisors Group (AAG Reverse Mortgage)
Industry Banking
Experience
American Advisors Group (AAG Reverse Mortgage) November 2014 - Present
American Advisors Group April 2013 - Present
American Advisors Group February 2012 - Present
Forever 21 July 2011 - October 2012
Association of California Cities, Orange County 2011 - 2012
EXPRESS May 2008 - December 2009
Skills
Time Management, Retail, Visual Merchandising, Social Media, Customer Service, Sales, Salesforce.com, Mac, Retail Sales, Microsoft Office, Interpersonal..., Event Planning, Loan Origination, Reverse Mortgages, Mortgage Lending, Youth Leadership, Leadership Development, Marketing Strategy, Outlook, Social Media Marketing, Real Estate, Leadership, Social Networking, Facebook, Training, Marketing, Management, Sales Management, Public Speaking
Education
California State University-Fullerton 2007 — 2011
Bachelor's, Speech Communications
American Advisors Group (AAG Reverse Mortgage) November 2014 - Present
American Advisors Group April 2013 - Present
American Advisors Group February 2012 - Present
Forever 21 July 2011 - October 2012
Association of California Cities, Orange County 2011 - 2012
EXPRESS May 2008 - December 2009
Skills
Time Management, Retail, Visual Merchandising, Social Media, Customer Service, Sales, Salesforce.com, Mac, Retail Sales, Microsoft Office, Interpersonal..., Event Planning, Loan Origination, Reverse Mortgages, Mortgage Lending, Youth Leadership, Leadership Development, Marketing Strategy, Outlook, Social Media Marketing, Real Estate, Leadership, Social Networking, Facebook, Training, Marketing, Management, Sales Management, Public Speaking
Education
California State University-Fullerton 2007 — 2011
Bachelor's, Speech Communications
Rebecca Pacillas's American Advisors Group Experience November 2012 - Present
Job Vice President, Human Resources at American Advisors Group
Industry Financial Services
Experience
American Advisors Group November 2012 - Present
RMA Land Construction September 2010 - November 2012
TOMRA North America September 2006 - January 2010
TOMRA Pacific, Inc February 2003 - September 2006
TOMRA Pacific, Inc February 2002 - February 2003
TOMRA Pacific, Inc November 2001 - February 2002
eNexi Holdings January 1999 - September 2001
Systems Management Specialists September 1996 - July 1999
Skills
Labor Relations, Employee Relations, HR Policies, Union Avoidance, Employee Training, Talent Management, Performance Management, Coaching, Interviews, Process Improvement, Personnel Management, Human Resources, Recruiting, Leadership, Operations Management, Talent Acquisition, Employee Benefits, Management, HRIS, Deferred Compensation, PeopleSoft, Applicant Tracking..., Training, Payroll, Succession Planning, Benefits Administration, Contract Negotiation, Strategy, Software Documentation, Internet Recruiting, Temporary Placement, Hiring, Time Management, FMLA, Policy, Performance Appraisal, College Recruiting, Workforce Planning, Onboarding, New Hire Orientations, Employee Engagement, Taleo, Temporary Staffing, ADP Payroll, Career Development, HR Consulting, Employment Law, Employer Branding, Technical Recruiting, Benefits Negotiation
Education
University of California, Riverside 2002 — 2004
HR Certificate
Cuesta College
General
Fountain Valley High School
Society Human Resources Management
Certificate, Human Resources
American Advisors Group November 2012 - Present
RMA Land Construction September 2010 - November 2012
TOMRA North America September 2006 - January 2010
TOMRA Pacific, Inc February 2003 - September 2006
TOMRA Pacific, Inc February 2002 - February 2003
TOMRA Pacific, Inc November 2001 - February 2002
eNexi Holdings January 1999 - September 2001
Systems Management Specialists September 1996 - July 1999
Skills
Labor Relations, Employee Relations, HR Policies, Union Avoidance, Employee Training, Talent Management, Performance Management, Coaching, Interviews, Process Improvement, Personnel Management, Human Resources, Recruiting, Leadership, Operations Management, Talent Acquisition, Employee Benefits, Management, HRIS, Deferred Compensation, PeopleSoft, Applicant Tracking..., Training, Payroll, Succession Planning, Benefits Administration, Contract Negotiation, Strategy, Software Documentation, Internet Recruiting, Temporary Placement, Hiring, Time Management, FMLA, Policy, Performance Appraisal, College Recruiting, Workforce Planning, Onboarding, New Hire Orientations, Employee Engagement, Taleo, Temporary Staffing, ADP Payroll, Career Development, HR Consulting, Employment Law, Employer Branding, Technical Recruiting, Benefits Negotiation
Education
University of California, Riverside 2002 — 2004
HR Certificate
Cuesta College
General
Fountain Valley High School
Society Human Resources Management
Certificate, Human Resources
Katherine Flores's American Advisors Group Experience July 2009 - May 2010
Job Assistant Project Manager at Trammell Crow Residential
Industry Public Relations and Communications
Experience
Trammell Crow Residential January 2015 - Present
Jumpjet August 2012 - March 2013
Option3, LLC June 2010 - August 2012
American Advisors Group July 2009 - May 2010
Steve LeVine Entertainment May 2006 - August 2008
Skills
Social Media, Microsoft Office, Event Management, Social Media Marketing, Event Planning, Public Relations, Marketing, Facebook, Social Networking, Marketing Communications, Sales, Public Speaking, PowerPoint, Marketing Strategy, Online Advertising, Entertainment, Microsoft Excel, Microsoft Word, Customer Service
Education
Arizona State University 2003 — 2008
B.A, Communication
Trammell Crow Residential January 2015 - Present
Jumpjet August 2012 - March 2013
Option3, LLC June 2010 - August 2012
American Advisors Group July 2009 - May 2010
Steve LeVine Entertainment May 2006 - August 2008
Skills
Social Media, Microsoft Office, Event Management, Social Media Marketing, Event Planning, Public Relations, Marketing, Facebook, Social Networking, Marketing Communications, Sales, Public Speaking, PowerPoint, Marketing Strategy, Online Advertising, Entertainment, Microsoft Excel, Microsoft Word, Customer Service
Education
Arizona State University 2003 — 2008
B.A, Communication
Jay Johansson Jay Johansson's American Advisors Group Experience January 2013 - January 2014
Job
Industry Marketing and Advertising
Experience
Student Learning Resource Service and The BillCoach January 2014 - Present
American Advisors Group January 2013 - January 2014
RealtyTrac February 2009 - July 2012
Autobytel October 2004 - December 2008
McAfee.com June 2000 - April 2001
Excite@Home March 1998 - June 2000
Skills
DART DFP, Media Buying, Scrum, Project Implementation, Excel, Photoshop, HTML, Doubleclick DFA, Doubleclick for..., Google Analytics, Google Adwords, Power Pivot, Atlas AdManager, Atlas DMT, Doubleclick DFP, media buyer, Omniture Site Catalyst, Microsoft Excel, Advertising Operations, Omniture, Web Analytics, SEO, DoubleClick, Online Marketing, DART for Publishers, Online Advertising, PPC, Advertising, Email Marketing, Digital Marketing, Advertising Sales, SEM, Lead Generation, Marketing, Strategy, Mobile Marketing, Affiliate Marketing, Analytics, Salesforce.com, Display Advertising
Education
Cal Poly San Luis Obispo 2002 — 2003
MBA, high tech marketing
Cal Poly San Luis Obispo 1996 — 1997
BA, Political Science
Student Learning Resource Service and The BillCoach January 2014 - Present
American Advisors Group January 2013 - January 2014
RealtyTrac February 2009 - July 2012
Autobytel October 2004 - December 2008
McAfee.com June 2000 - April 2001
Excite@Home March 1998 - June 2000
Skills
DART DFP, Media Buying, Scrum, Project Implementation, Excel, Photoshop, HTML, Doubleclick DFA, Doubleclick for..., Google Analytics, Google Adwords, Power Pivot, Atlas AdManager, Atlas DMT, Doubleclick DFP, media buyer, Omniture Site Catalyst, Microsoft Excel, Advertising Operations, Omniture, Web Analytics, SEO, DoubleClick, Online Marketing, DART for Publishers, Online Advertising, PPC, Advertising, Email Marketing, Digital Marketing, Advertising Sales, SEM, Lead Generation, Marketing, Strategy, Mobile Marketing, Affiliate Marketing, Analytics, Salesforce.com, Display Advertising
Education
Cal Poly San Luis Obispo 2002 — 2003
MBA, high tech marketing
Cal Poly San Luis Obispo 1996 — 1997
BA, Political Science
Joshua Holubz Joshua Holubz's American Advisors Group Experience December 2011 - June 2013
Job Your Hometown Home Loan Hero
Industry Financial Services
Experience
Harkenzo LLC February 2008 - Present
Brand Mortgage April 2014 - January 2015
Angel Oak Funding, LLC August 2013 - April 2014
American Advisors Group December 2011 - June 2013
Wounded Warriors Retreat (WWR) November 2010 - November 2012
L-3 MPRI May 2008 - May 2009
United States Army August 2004 - January 2008
Skills
Sales, Contract Management, Government Procurement, Salesforce.com, Supervisory Skills, Sales Pipeline..., Account Management, Loans, Finance, Reverse Mortgages, Selling, Government, Financial Analysis, Military, Team Leadership, DoD, Sales Management, Leadership, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Marketing, Business Networking, New Business Set-up, Lead Generation, Integrity, Refinance, Jumbo Mortgage, New Home Purchase, Home Equity Loans, VA loans, FHA, Loan Origination, FHA financing, First Time Home Buyers, Marketing, Sales Presentations, Recruiting, Real Estate Financing, Training, Credit, Real Estate, Investment Properties, Customer Service, Foreclosures, Residential Homes, Real Estate Transactions, FHA Financing
Education
Kennesaw State University 2002 — 2011
Business Management
Harrison High School 1998 — 2002
College Prep
Harkenzo LLC February 2008 - Present
Brand Mortgage April 2014 - January 2015
Angel Oak Funding, LLC August 2013 - April 2014
American Advisors Group December 2011 - June 2013
Wounded Warriors Retreat (WWR) November 2010 - November 2012
L-3 MPRI May 2008 - May 2009
United States Army August 2004 - January 2008
Skills
Sales, Contract Management, Government Procurement, Salesforce.com, Supervisory Skills, Sales Pipeline..., Account Management, Loans, Finance, Reverse Mortgages, Selling, Government, Financial Analysis, Military, Team Leadership, DoD, Sales Management, Leadership, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Marketing, Business Networking, New Business Set-up, Lead Generation, Integrity, Refinance, Jumbo Mortgage, New Home Purchase, Home Equity Loans, VA loans, FHA, Loan Origination, FHA financing, First Time Home Buyers, Marketing, Sales Presentations, Recruiting, Real Estate Financing, Training, Credit, Real Estate, Investment Properties, Customer Service, Foreclosures, Residential Homes, Real Estate Transactions, FHA Financing
Education
Kennesaw State University 2002 — 2011
Business Management
Harrison High School 1998 — 2002
College Prep
Mandana Basetvat Mandana Basetvat's American Advisors Group Experience January 2014 - Present
Job Manager of Learning and Development at American Advisors Group, Inc. (AAG Reverse Mortgage)
Industry Financial Services
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) May 2015 - Present
American Advisors Group January 2014 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) December 2012 - Present
Skills
Word, Excel, Curriculum Design, Research, PowerPoint, Teaching, Microsoft Office, E-learning, Distance Learning, Curriculum Development, Instructional Design, Business Strategy, Customer Service, Leadership Development, Strategic Planning, Project Planning, Project Management, Problem Solving, OneNote, Microsoft Word, Microsoft Excel, E-Learning, SharePoint, Coaching, Employee Training, Captivate, Management, Adult Education, Leadership, Blended Learning, ADDIE
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Dispute Resolution
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Business Management
American Advisors Group, Inc. (AAG Reverse Mortgage) May 2015 - Present
American Advisors Group January 2014 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) December 2012 - Present
Skills
Word, Excel, Curriculum Design, Research, PowerPoint, Teaching, Microsoft Office, E-learning, Distance Learning, Curriculum Development, Instructional Design, Business Strategy, Customer Service, Leadership Development, Strategic Planning, Project Planning, Project Management, Problem Solving, OneNote, Microsoft Word, Microsoft Excel, E-Learning, SharePoint, Coaching, Employee Training, Captivate, Management, Adult Education, Leadership, Blended Learning, ADDIE
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA, Dispute Resolution
San Diego State University-California State University 2002 — 2005
Bachelor of Science, Business Management
Nicole Barber's American Advisors Group Experience April 2013 - April 2014
Job Set Up Coordinator at New American Funding
Industry Real Estate
Experience
New American Funding September 2014 - Present
Nations Direct Mortgage April 2014 - July 2014
American Advisors Group April 2013 - April 2014
American Lending, Inc. October 2012 - March 2013
Project Central October 2009 - January 2011
Skills
Healthcare, Program Management, Strategic Planning, Change Management, Organizational..., Project Management, Leadership Development, Process Improvement, Management, Healthcare Information..., Consulting, Customer Service, Team Building, Team Leadership, Microsoft Excel, Leadership, Microsoft Office, Training, PowerPoint, Employee Loyalty, First Time Home Buyers, Accurate Data Entry, Microsoft Word, Outlook, Short Sales, Public Speaking, Ultrasound, REO, Customer Satisfaction, Social Networking, Referrals, Real Estate, Foreclosures, Investors, Dedicated Professional, Account Management, Retail, Mortgage Lending, FHA, FHA financing, Highly Dedicated, Loan Origination, Sales, Credit, Event Management, Loans, Mortgage Banking, Overcome Obstacles, Reverse Mortgages, Selling
Education
Adcon Technical Institute 2011 — 2012
Certification Ultrasound Technology, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Orange Coast College 2001 — 2003
Associate's degree
Huntington Beach High School 1997 — 2001
General Studies
New American Funding September 2014 - Present
Nations Direct Mortgage April 2014 - July 2014
American Advisors Group April 2013 - April 2014
American Lending, Inc. October 2012 - March 2013
Project Central October 2009 - January 2011
Skills
Healthcare, Program Management, Strategic Planning, Change Management, Organizational..., Project Management, Leadership Development, Process Improvement, Management, Healthcare Information..., Consulting, Customer Service, Team Building, Team Leadership, Microsoft Excel, Leadership, Microsoft Office, Training, PowerPoint, Employee Loyalty, First Time Home Buyers, Accurate Data Entry, Microsoft Word, Outlook, Short Sales, Public Speaking, Ultrasound, REO, Customer Satisfaction, Social Networking, Referrals, Real Estate, Foreclosures, Investors, Dedicated Professional, Account Management, Retail, Mortgage Lending, FHA, FHA financing, Highly Dedicated, Loan Origination, Sales, Credit, Event Management, Loans, Mortgage Banking, Overcome Obstacles, Reverse Mortgages, Selling
Education
Adcon Technical Institute 2011 — 2012
Certification Ultrasound Technology, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Orange Coast College 2001 — 2003
Associate's degree
Huntington Beach High School 1997 — 2001
General Studies
Ken Rodriguez's American Advisors Group Experience August 2006 - Present
Job Licensing Director at American Advisors Group
Industry Banking
Experience
American Advisors Group August 2006 - Present
CrossFit Resistance October 2012 - Present
Skills
Business Development, Strategic Planning, Loan Origination, Mortgage Lending, Sales, Negotiation, New Business Development, Finance, Marketing, Sales Management, Banking, Contract Negotiation
Education
University of California, Irvine 1999 — 2003
BS
American Advisors Group August 2006 - Present
CrossFit Resistance October 2012 - Present
Skills
Business Development, Strategic Planning, Loan Origination, Mortgage Lending, Sales, Negotiation, New Business Development, Finance, Marketing, Sales Management, Banking, Contract Negotiation
Education
University of California, Irvine 1999 — 2003
BS
Adam Kapasi Adam Kapasi's American Advisors Group Experience April 2013 - July 2013
Job Procurement Services at UCSD Business and Financial Services
Industry Legal Services
Experience
UCSD Business and Financial Services September 2014 - September 2015
American Advisors Group April 2013 - July 2013
Custom Glass Company June 2009 - July 2013
Earle Mack School of Law at Drexel University November 2012 - February 2013
STS International Inc June 2012 - September 2012
University of Pennsylvania Museum of Archaeology and Anthropology January 2012 - June 2012
Pavillions April 2011 - July 2011
Meg Whitman for Governor 2010 July 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Customer Service, Photoshop, Social Media, Data Analysis, Research, Teamwork, Social Media Marketing, Public Speaking, Time Management, Accounting, Spanish
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Commercial and Financial Law Certificate, Commercial and Financial Law
University of California San Diego 2013 — 2015
B.A. Political Science Cum Laude and History, Political Science and History
Drexel University 2011 — 2013
Bachelor of Science of Business Administration (B.S.BA) & Bachelor of Arts (B.A.), Finance & History, 3.7
UCSD Business and Financial Services September 2014 - September 2015
American Advisors Group April 2013 - July 2013
Custom Glass Company June 2009 - July 2013
Earle Mack School of Law at Drexel University November 2012 - February 2013
STS International Inc June 2012 - September 2012
University of Pennsylvania Museum of Archaeology and Anthropology January 2012 - June 2012
Pavillions April 2011 - July 2011
Meg Whitman for Governor 2010 July 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Customer Service, Photoshop, Social Media, Data Analysis, Research, Teamwork, Social Media Marketing, Public Speaking, Time Management, Accounting, Spanish
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
Commercial and Financial Law Certificate, Commercial and Financial Law
University of California San Diego 2013 — 2015
B.A. Political Science Cum Laude and History, Political Science and History
Drexel University 2011 — 2013
Bachelor of Science of Business Administration (B.S.BA) & Bachelor of Arts (B.A.), Finance & History, 3.7
Jenn Le Roy's American Advisors Group Experience September 2013 - April 2014
Job Senior Loan Processor at NorthPoint Mortgage/Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
NorthPoint Mortgage/Fairway Independent Mortgage Corporation April 2015 - Present
Guaranteed Rate August 2014 - January 2015
American Advisors Group September 2013 - April 2014
Mortgage South Lenders, Inc November 2012 - September 2013
Dangar & Associates December 2011 - June 2012
Century 21Lindsey & Pauley September 2011 - December 2011
Ridge Capital Management/Morrison Financial Group May 2009 - November 2010
Skills
Loans, Bookkeeping, Office Management, Office Administration, Loan Servicing, Microsoft Excel, Invoicing, Credit, Data Entry, FHA, PowerPoint, Access, Customer Service, Social Media, Volunteer Management, Microsoft Office, Windows, Mortgage Banking, Firefox, Adobe Reader, Internet research, Act, Drake Tax Software, Intuit EasyACCT, Microsoft Practice..., ADP, Typing 85+ WPM, Internet Explorer, Google Chrome, General Ledger, Excel, Microsoft SQL Server, Public Speaking, Reverse Mortgages, Residential Mortgages, FHA financing, HUD, Appraisal Skills, Reverse Vision, SalesForce, LendForce, REI, FHA Connect, Management, Accounting, Software Documentation, Real Estate, Mortgage Lending, Encompass, Calyx Point
Education
Chattahoochee Technical College 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.9 GPA
North Metro Tech 1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Cherokee High School 1989 — 1993
Diploma
NorthPoint Mortgage/Fairway Independent Mortgage Corporation April 2015 - Present
Guaranteed Rate August 2014 - January 2015
American Advisors Group September 2013 - April 2014
Mortgage South Lenders, Inc November 2012 - September 2013
Dangar & Associates December 2011 - June 2012
Century 21Lindsey & Pauley September 2011 - December 2011
Ridge Capital Management/Morrison Financial Group May 2009 - November 2010
Skills
Loans, Bookkeeping, Office Management, Office Administration, Loan Servicing, Microsoft Excel, Invoicing, Credit, Data Entry, FHA, PowerPoint, Access, Customer Service, Social Media, Volunteer Management, Microsoft Office, Windows, Mortgage Banking, Firefox, Adobe Reader, Internet research, Act, Drake Tax Software, Intuit EasyACCT, Microsoft Practice..., ADP, Typing 85+ WPM, Internet Explorer, Google Chrome, General Ledger, Excel, Microsoft SQL Server, Public Speaking, Reverse Mortgages, Residential Mortgages, FHA financing, HUD, Appraisal Skills, Reverse Vision, SalesForce, LendForce, REI, FHA Connect, Management, Accounting, Software Documentation, Real Estate, Mortgage Lending, Encompass, Calyx Point
Education
Chattahoochee Technical College 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.9 GPA
North Metro Tech 1993 — 1995
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Cherokee High School 1989 — 1993
Diploma
Jason Kniss's American Advisors Group Experience November 2013 - Present
Job Call Center Developer for American Advisors Group
Industry Financial Services
Experience
American Advisors Group November 2013 - Present
OneWest Bank January 2001 - June 2013
Skills
SDLC, Requirements Gathering, Visio, Disaster Recovery, Business Analysis, Requirements Analysis, Banking, Active Directory, SharePoint, SQL, Data Warehousing, ITIL, IT Management, Vendor Management, Microsoft SQL Server, Databases, Access, Data Modeling, Process Improvement, Change Management, Project Management, Analysis, IT Strategy, Systems Analysis
Education
Kalamazoo Valley Community College 1995 — 2020
American Advisors Group November 2013 - Present
OneWest Bank January 2001 - June 2013
Skills
SDLC, Requirements Gathering, Visio, Disaster Recovery, Business Analysis, Requirements Analysis, Banking, Active Directory, SharePoint, SQL, Data Warehousing, ITIL, IT Management, Vendor Management, Microsoft SQL Server, Databases, Access, Data Modeling, Process Improvement, Change Management, Project Management, Analysis, IT Strategy, Systems Analysis
Education
Kalamazoo Valley Community College 1995 — 2020
Daniel Tobias's American Advisors Group Experience August 2012 - January 2013
Job Executive Mortgage Banker at Peoples Bank
Industry Financial Services
Experience
Peoples Bank, "Banking Unusual" February 2014 - Present
American Financial Network Inc. June 2013 - January 2014
Newport Beach Holdings January 2013 - June 2013
American Advisors Group August 2012 - January 2013
Merchant Services August 2010 - January 2011
First American Home Loans June 2007 - May 2008
Integrity Financial Group June 2005 - May 2007
Skills
Mortgage Lending, Investment Properties, First Time Home Buyers, FHA financing, Refinance, Mortgage Marketing, Real Estate, Mortgage Banking, Loans, Loan Origination, Mortgage Underwriting, Conforming Loans, VA loans, Home Equity Loans, Government Loans, Home Equity Lines of..., Mortgage Collections, Foreclosures, Short Sales, Investors, Certified Mortgage..., USDA, Residential Mortgages
Education
Saddleback College 2009 — 2013
Associate's degree, Business, Management, Marketing, and Related Support Services
Fullerton College
Peoples Bank, "Banking Unusual" February 2014 - Present
American Financial Network Inc. June 2013 - January 2014
Newport Beach Holdings January 2013 - June 2013
American Advisors Group August 2012 - January 2013
Merchant Services August 2010 - January 2011
First American Home Loans June 2007 - May 2008
Integrity Financial Group June 2005 - May 2007
Skills
Mortgage Lending, Investment Properties, First Time Home Buyers, FHA financing, Refinance, Mortgage Marketing, Real Estate, Mortgage Banking, Loans, Loan Origination, Mortgage Underwriting, Conforming Loans, VA loans, Home Equity Loans, Government Loans, Home Equity Lines of..., Mortgage Collections, Foreclosures, Short Sales, Investors, Certified Mortgage..., USDA, Residential Mortgages
Education
Saddleback College 2009 — 2013
Associate's degree, Business, Management, Marketing, and Related Support Services
Fullerton College
Michael Zwerling Michael Zwerling's American Advisors Group Experience January 2008 - September 2008
Job Team Lead at American Advisors Group
Industry Banking
Experience
American Advisors Group, Inc. January 2008 - Present
American Advisors Group January 2008 - September 2008
Skills
Sales Management, Salesforce.com, Team Building, Training, Underwriting, Sales, Reverse Mortgages, Refinance, Mortgage Lending, Account Management, Banking, Credit, Customer Service, FHA, Loan Origination, Loans, Microsoft Office, Mortgage Banking
Education
University of California, Irvine 1998 — 2003
BA, Political Science and History
American Advisors Group, Inc. January 2008 - Present
American Advisors Group January 2008 - September 2008
Skills
Sales Management, Salesforce.com, Team Building, Training, Underwriting, Sales, Reverse Mortgages, Refinance, Mortgage Lending, Account Management, Banking, Credit, Customer Service, FHA, Loan Origination, Loans, Microsoft Office, Mortgage Banking
Education
University of California, Irvine 1998 — 2003
BA, Political Science and History
LeeAnne Reich LeeAnne Reich's American Advisors Group Experience August 2012 - June 2015
Job Compliance Communications Specialist at American Advisors Group
Industry Financial Services
Experience
American Advisors Group August 2012 - June 2015
Synergy KMC October 2010 - June 2012
Kim Alexandriuk Interior Design March 2008 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Budgets, Illustrator, AutoCAD, QuickBooks
Education
UCLA 2007 — 2009
Certification, Architecture & Interior Design
Loyola Marymount University 2004 — 2007
Bachelor of Arts (B.A.), Fine Arts and Studio Arts
American Advisors Group August 2012 - June 2015
Synergy KMC October 2010 - June 2012
Kim Alexandriuk Interior Design March 2008 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Budgets, Illustrator, AutoCAD, QuickBooks
Education
UCLA 2007 — 2009
Certification, Architecture & Interior Design
Loyola Marymount University 2004 — 2007
Bachelor of Arts (B.A.), Fine Arts and Studio Arts
Negin Rowshan Negin Rowshan's American Advisors Group Experience 2007 - 2010
Job Mortgage Banker NMLS #186785
Industry Banking
Experience
California Dream Group July 2012 - Present
American Advisors Group 2007 - 2010
Wells Fargo 1999 - 2007
Skills
Refinance, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Loan Origination, Real Estate Financing, Real Estate, FHA financing, Loans, Investments, Banking, Investment Properties, VA loans, REO, First Time Home Buyers, Reverse Mortgages, Credit Analysis, Commercial Mortgages, Credit, Mortgage Underwriting
Education
California State University-Long Beach 1997 — 2002
Bachelor of Science (B.S.), Finance
California Dream Group July 2012 - Present
American Advisors Group 2007 - 2010
Wells Fargo 1999 - 2007
Skills
Refinance, Mortgage Banking, Mortgage Lending, FHA, Residential Mortgages, Loan Origination, Real Estate Financing, Real Estate, FHA financing, Loans, Investments, Banking, Investment Properties, VA loans, REO, First Time Home Buyers, Reverse Mortgages, Credit Analysis, Commercial Mortgages, Credit, Mortgage Underwriting
Education
California State University-Long Beach 1997 — 2002
Bachelor of Science (B.S.), Finance
Karina Nelson's American Advisors Group Experience June 2012 - August 2014
Job GL Accountant at Ipayment Inc.
Industry Accounting
Experience
IPayment Inc. September 2014 - Present
American Advisors Group June 2012 - August 2014
TD Wealth Management Operations December 2011 - February 2012
State Street Bank & Trust October 2006 - May 2011
PFPC Inc August 2005 - October 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Corporate Finance, Fixed Assets, Fund Accounting, General Ledger, Variance Analysis, Internal Audit, Journal Entries, Financial Statements, Balance, QuickBooks, Tax, Bank Reconciliation
Education
Rider University 2001 — 2005
Bachelor's, Accounting
IPayment Inc. September 2014 - Present
American Advisors Group June 2012 - August 2014
TD Wealth Management Operations December 2011 - February 2012
State Street Bank & Trust October 2006 - May 2011
PFPC Inc August 2005 - October 2006
Skills
Account Reconciliation, Accounting, Accounts Payable, Corporate Finance, Fixed Assets, Fund Accounting, General Ledger, Variance Analysis, Internal Audit, Journal Entries, Financial Statements, Balance, QuickBooks, Tax, Bank Reconciliation
Education
Rider University 2001 — 2005
Bachelor's, Accounting
Andre M Gregoire Andre M Gregoire's American Advisors Group Experience February 2014 - June 2014
Job Director of Business Analysis at Retirement Funding Solutions
Industry Banking
Experience
Retirement Funding Solutions August 2015 - Present
American Advisors Group (AAG Reverse Mortgage) June 2014 - July 2015
American Advisors Group February 2014 - June 2014
American Advisors Group August 2013 - February 2014
American Advisors Group (AAG Reverse Mortgage) July 2012 - August 2013
THINK Together April 2012 - June 2012
Wells Fargo August 2011 - April 2012
Tustin Mazda 2007 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Loan Servicing, Training, Credit, Banking, Refinance, Credit Analysis, Mortgage Underwriting, Mortgage Servicing, Underwriting, Residential Mortgages, FHA financing, Lines Of Credit, Government Loans, Reverse Mortgages, Sales, Leadership, Team Leadership, Leadership Development, Management, Operations Management, Branch Management, Finance, Home Equity Loans, Retail Banking, Team Building, FHA Financing
Education
University of California, Irvine 2010 — 2012
Bachelor, Social Psychology
Orange Coast College 2009 — 2010
Associate's degree, Social Psychology
Retirement Funding Solutions August 2015 - Present
American Advisors Group (AAG Reverse Mortgage) June 2014 - July 2015
American Advisors Group February 2014 - June 2014
American Advisors Group August 2013 - February 2014
American Advisors Group (AAG Reverse Mortgage) July 2012 - August 2013
THINK Together April 2012 - June 2012
Wells Fargo August 2011 - April 2012
Tustin Mazda 2007 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Loan Servicing, Training, Credit, Banking, Refinance, Credit Analysis, Mortgage Underwriting, Mortgage Servicing, Underwriting, Residential Mortgages, FHA financing, Lines Of Credit, Government Loans, Reverse Mortgages, Sales, Leadership, Team Leadership, Leadership Development, Management, Operations Management, Branch Management, Finance, Home Equity Loans, Retail Banking, Team Building, FHA Financing
Education
University of California, Irvine 2010 — 2012
Bachelor, Social Psychology
Orange Coast College 2009 — 2010
Associate's degree, Social Psychology
Jeremiah Wisdom Jeremiah Wisdom's American Advisors Group Experience November 2014 - Present
Job Sales Professional
Industry Financial Services
Experience
Prospect Mortgage, LLC August 2015 - Present
American Advisors Group November 2014 - Present
American Advisors Group March 2013 - Present
CashCall, Inc. December 2012 - February 2013
Buffalo Wild Wings March 2011 - October 2012
Ladera Lending June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Customer Service, Microsoft Word, Loans, Mortgage Lending, Mortgage Banking, Finance, FHA, Refinance, Salesforce.com, Bartending, Direct Sales, Restaurant Management, Data Entry, Cold Calling, Leadership, Banking, Credit, Loan Origination, Residential Mortgages
Education
Orange Coast College 2006 — 2008
Prospect Mortgage, LLC August 2015 - Present
American Advisors Group November 2014 - Present
American Advisors Group March 2013 - Present
CashCall, Inc. December 2012 - February 2013
Buffalo Wild Wings March 2011 - October 2012
Ladera Lending June 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Sales, Customer Service, Microsoft Word, Loans, Mortgage Lending, Mortgage Banking, Finance, FHA, Refinance, Salesforce.com, Bartending, Direct Sales, Restaurant Management, Data Entry, Cold Calling, Leadership, Banking, Credit, Loan Origination, Residential Mortgages
Education
Orange Coast College 2006 — 2008
Cindi Martin Cindi Martin's American Advisors Group Experience February 2007 - November 2007
Job Reverse Mortgage Advisor and Sales Coordinator at Liberty Home Equity Solutions, Inc.
Industry Financial Services
Experience
Liberty Home Equity Solutions, Inc. January 2013 - Present
Security One Lending November 2011 - December 2012
Wells Fargo Home Mortgage June 2011 - September 2011
Bank of America Home Loans August 2008 - March 2011
Financial Freedom November 2007 - July 2008
American Advisors Group February 2007 - November 2007
Wells Fargo October 2000 - December 2006
Skills
Reverse Mortgages, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, Loans, FHA financing, Credit, Home Equity, Real Estate, Banking, Seniors, Government Loans, Real Estate Financing, Home Equity Loans, Retirement, Real Estate Transactions, Home Equity Lines of..., Retirement Planning
Education
Eastern Washington University 1982 — 1984
BA, Education
Liberty Home Equity Solutions, Inc. January 2013 - Present
Security One Lending November 2011 - December 2012
Wells Fargo Home Mortgage June 2011 - September 2011
Bank of America Home Loans August 2008 - March 2011
Financial Freedom November 2007 - July 2008
American Advisors Group February 2007 - November 2007
Wells Fargo October 2000 - December 2006
Skills
Reverse Mortgages, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, Residential Mortgages, Loans, FHA financing, Credit, Home Equity, Real Estate, Banking, Seniors, Government Loans, Real Estate Financing, Home Equity Loans, Retirement, Real Estate Transactions, Home Equity Lines of..., Retirement Planning
Education
Eastern Washington University 1982 — 1984
BA, Education
Christopher Lugo's American Advisors Group Experience January 2013 - June 2013
Job Process Improvement
Industry Financial Services
Experience
New American Funding April 2015 - Present
Banc of California July 2013 - April 2015
American Advisors Group January 2013 - June 2013
Wells Fargo Home Mortgage October 2012 - January 2013
Wells Fargo Home Mortgage January 2012 - October 2012
Safeguard Properties October 2008 - August 2011
Nation Point a subsidiary of Merrill Lynch 2005 - 2007
First Franklin Direct Connect a subsidiary of National City Bank July 2004 - July 2005
Apple One August 2003 - July 2004
CPU Solutions October 1999 - May 2003
Skills
Customer Service, Team Building, Process Improvement, Training, Public Speaking, Quality Auditing, Document Imaging, Shipping, loan do, Account Management, Sales, Technical Support, Problem Solving, Issue Resolution, Management, Loans, Mortgage Banking, Recruiting, Mortgage Lending, Analysis, Banking, Credit, Credit Analysis, Foreclosures, Insurance, Leadership, Loan Servicing, Loss Mitigation, Microsoft Excel, Mortgage Servicing, Outlook, Portfolio Management, PowerPoint, Real Estate, Risk Management, Underwriting
Education
University of Illinois Springfield 1998 — 2000
N/A, Political Science and Government
University of Illinois at Urbana 1993 — 1999
Bachelor*s Degree, Political Science
New American Funding April 2015 - Present
Banc of California July 2013 - April 2015
American Advisors Group January 2013 - June 2013
Wells Fargo Home Mortgage October 2012 - January 2013
Wells Fargo Home Mortgage January 2012 - October 2012
Safeguard Properties October 2008 - August 2011
Nation Point a subsidiary of Merrill Lynch 2005 - 2007
First Franklin Direct Connect a subsidiary of National City Bank July 2004 - July 2005
Apple One August 2003 - July 2004
CPU Solutions October 1999 - May 2003
Skills
Customer Service, Team Building, Process Improvement, Training, Public Speaking, Quality Auditing, Document Imaging, Shipping, loan do, Account Management, Sales, Technical Support, Problem Solving, Issue Resolution, Management, Loans, Mortgage Banking, Recruiting, Mortgage Lending, Analysis, Banking, Credit, Credit Analysis, Foreclosures, Insurance, Leadership, Loan Servicing, Loss Mitigation, Microsoft Excel, Mortgage Servicing, Outlook, Portfolio Management, PowerPoint, Real Estate, Risk Management, Underwriting
Education
University of Illinois Springfield 1998 — 2000
N/A, Political Science and Government
University of Illinois at Urbana 1993 — 1999
Bachelor*s Degree, Political Science
Rikki Torres Rikki Torres's American Advisors Group Experience May 2013 - December 2014
Job Independent Marketing Consultant
Industry Internet
Experience
Rikki Torres January 2008 - Present
American Advisors Group May 2013 - December 2014
Campbell Window Film May 2012 - April 2013
Advanced Predicitive Analytics, Inc. (APAI) October 2011 - March 2012
Bay View Law Group January 2009 - July 2011
BOOMj.com January 2007 - January 2008
10th Degree 2008 - 2008
Qualify America April 2006 - January 2007
Liberty Mutual Insurance August 2005 - March 2006
BladeZ Corporation July 2003 - October 2004
Skills
business unit research..., operational process..., development of online..., Social Media Marketing, Sales, Email Marketing, Budgets, Affiliate Marketing, Investor Relations, Copywriting, Merchandising, Online Advertising, Lead Generation, Business Development, New Business Development, SEO, Marketing, PPC, Start-ups, Analytics, SEM, CRM, Web Marketing, Social Media, Strategic Partnerships, Finance, Strategy, B2B, Marketing Strategy, Salesforce.com, Entrepreneurship, Selling, Direct Marketing, Management, Online Marketing, Social Networking, E-commerce, Competitive Analysis, Small Business, Customer Acquisition, Account Management, Market Research, Marketing Communications, Mobile Marketing, Advertising, Marketing Research, Digital Marketing, Web Analytics, Product Marketing, Brand Development
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate - FEMBA 16
University of California, Irvine 2001 — 2005
BA, Psychology and Social Behavior
Rikki Torres January 2008 - Present
American Advisors Group May 2013 - December 2014
Campbell Window Film May 2012 - April 2013
Advanced Predicitive Analytics, Inc. (APAI) October 2011 - March 2012
Bay View Law Group January 2009 - July 2011
BOOMj.com January 2007 - January 2008
10th Degree 2008 - 2008
Qualify America April 2006 - January 2007
Liberty Mutual Insurance August 2005 - March 2006
BladeZ Corporation July 2003 - October 2004
Skills
business unit research..., operational process..., development of online..., Social Media Marketing, Sales, Email Marketing, Budgets, Affiliate Marketing, Investor Relations, Copywriting, Merchandising, Online Advertising, Lead Generation, Business Development, New Business Development, SEO, Marketing, PPC, Start-ups, Analytics, SEM, CRM, Web Marketing, Social Media, Strategic Partnerships, Finance, Strategy, B2B, Marketing Strategy, Salesforce.com, Entrepreneurship, Selling, Direct Marketing, Management, Online Marketing, Social Networking, E-commerce, Competitive Analysis, Small Business, Customer Acquisition, Account Management, Market Research, Marketing Communications, Mobile Marketing, Advertising, Marketing Research, Digital Marketing, Web Analytics, Product Marketing, Brand Development
Education
University of California, Irvine - The Paul Merage School of Business 2013 — 2016
Master of Business Administration (MBA) Candidate - FEMBA 16
University of California, Irvine 2001 — 2005
BA, Psychology and Social Behavior
David Pecarich David Pecarich's American Advisors Group Experience April 2013 - June 2014
Job Life/Health Agent at Aflac Insurance
Industry Real Estate
Experience
Aflac November 2014 - Present
American Advisors Group April 2013 - June 2014
Wachovia Mortgage Corporation February 2004 - June 2008
Acosta Sales and Marketing January 1992 - February 2002
Skills
Food, Retail, Forecasting, Sales Management, Operations Management, Grocery, Microsoft Excel, Inventory Management, Team Building, Training, Merchandising, Sales, Leadership, Direct Sales, Customer Service, Marketing, Account Management, Profit, Cold Calling, Management, Banking, Strategic Planning, Credit, Loan Origination
Education
San Diego State University-California State University 1981 — 1987
BS, Business Administration - Finance
Aflac November 2014 - Present
American Advisors Group April 2013 - June 2014
Wachovia Mortgage Corporation February 2004 - June 2008
Acosta Sales and Marketing January 1992 - February 2002
Skills
Food, Retail, Forecasting, Sales Management, Operations Management, Grocery, Microsoft Excel, Inventory Management, Team Building, Training, Merchandising, Sales, Leadership, Direct Sales, Customer Service, Marketing, Account Management, Profit, Cold Calling, Management, Banking, Strategic Planning, Credit, Loan Origination
Education
San Diego State University-California State University 1981 — 1987
BS, Business Administration - Finance
Aimee R. Goff Aimee R. Goff's American Advisors Group Experience May 2012 - February 2013
Job CEO at LFC Processing / Email: Aimee.r.goff@gmail.com
Industry Real Estate
Experience
Charter One Bank February 2015 - Present
Lenders First Choice Processing, LLC February 2013 - Present
Realty Mogul July 2014 - October 2014
American Advisors Group May 2012 - February 2013
Guaranteed Home Mortgage Company, Inc. July 2011 - April 2012
Leesa Byrnes Realty October 2009 - November 2011
InterContinental Capital Group June 2010 - June 2011
Law Office of Brett Margolin March 2010 - June 2010
Vengroff Williams & Associates November 2009 - June 2010
Senior Lending Network October 2006 - September 2009
Skills
Reverse Mortgages, FHA, Credit, Loans, Residential Mortgages, Loan Origination, Mortgage Lending, Real Estate, Finance, FHA financing, Refinance, Mortgage Banking, Underwriting, VA loans, Mortgage Underwriting, Negotiation, Customer Service, USDA, Banking, Investors, Certified Mortgage..., Consumer Lending, Credit Analysis, Loan Servicing, HUD, Government Loans, Real Estate Financing, Commercial Mortgages, Investment Properties, Home Equity Loans, First Time Home Buyers, FHA Financing, Funding
Education
Suffolk County Community College 2010 — 2011
Business Management
Charter One Bank February 2015 - Present
Lenders First Choice Processing, LLC February 2013 - Present
Realty Mogul July 2014 - October 2014
American Advisors Group May 2012 - February 2013
Guaranteed Home Mortgage Company, Inc. July 2011 - April 2012
Leesa Byrnes Realty October 2009 - November 2011
InterContinental Capital Group June 2010 - June 2011
Law Office of Brett Margolin March 2010 - June 2010
Vengroff Williams & Associates November 2009 - June 2010
Senior Lending Network October 2006 - September 2009
Skills
Reverse Mortgages, FHA, Credit, Loans, Residential Mortgages, Loan Origination, Mortgage Lending, Real Estate, Finance, FHA financing, Refinance, Mortgage Banking, Underwriting, VA loans, Mortgage Underwriting, Negotiation, Customer Service, USDA, Banking, Investors, Certified Mortgage..., Consumer Lending, Credit Analysis, Loan Servicing, HUD, Government Loans, Real Estate Financing, Commercial Mortgages, Investment Properties, Home Equity Loans, First Time Home Buyers, FHA Financing, Funding
Education
Suffolk County Community College 2010 — 2011
Business Management
Bernadette Collins Bernadette Collins's American Advisors Group Experience June 2012 - April 2014
Job Experienced Real Estate Salesperson, Keller Williams Gold Coast Realty bernsellshomes.com
Industry Real Estate
Experience
Keller Williams Gold Coast Realty October 2014 - Present
American Advisors Group June 2012 - April 2014
MetLife Home Loans November 2010 - June 2012
Wells Fargo Home Mortgage December 2009 - December 2010
Coldwell Banker Residential Brokerage April 2006 - February 2009
Skills
Reverse Mortgages, Loans, Mortgage Lending, Retirement, Purchase, Residential, Negotiation, Customer Service, Banking, New Business Development, Public Speaking, Customer Relations, Coaching, Problem Solving, Consultative Selling, Microsoft Office, Team Building, Investment Properties, Residential Homes, Real Estate, Selling, Refinance, FHA financing, Condos, Mortgage Banking, Residential Mortgages, Certified Mortgage..., Seniors, Home Equity Loans, Real Estate Financing, Mortgage Underwriting, First Time Home Buyers, Sales, FHA Financing
Education
Adelphi University 1991 — 1995
BSc, Cum Laude
Keller Williams Gold Coast Realty October 2014 - Present
American Advisors Group June 2012 - April 2014
MetLife Home Loans November 2010 - June 2012
Wells Fargo Home Mortgage December 2009 - December 2010
Coldwell Banker Residential Brokerage April 2006 - February 2009
Skills
Reverse Mortgages, Loans, Mortgage Lending, Retirement, Purchase, Residential, Negotiation, Customer Service, Banking, New Business Development, Public Speaking, Customer Relations, Coaching, Problem Solving, Consultative Selling, Microsoft Office, Team Building, Investment Properties, Residential Homes, Real Estate, Selling, Refinance, FHA financing, Condos, Mortgage Banking, Residential Mortgages, Certified Mortgage..., Seniors, Home Equity Loans, Real Estate Financing, Mortgage Underwriting, First Time Home Buyers, Sales, FHA Financing
Education
Adelphi University 1991 — 1995
BSc, Cum Laude
ABIGAEL Plaza's American Advisors Group Experience July 2011 - February 2014
Job Staff Accountant
Industry Financial Services
Experience
NorthStar Life Services, LLC February 2014 - Present
American Advisors Group July 2011 - February 2014
Club Deportivo Chivas USA March 2011 - July 2011
Fresh Grill July 2009 - September 2010
DPW - Bureau of Street Lighting January 2009 - July 2009
Farmers and Merchants Trust Company February 2007 - September 2008
American Honda Motors Co. Inc March 2004 - October 2006
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Accounting, 3.5
DeVry University-California 2007 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 3.5
El Camino College 2004 — 2006
Associate's degree, Accounting, 3
De La Salle University 2002 — 2003
Bachelor of Science (BS), Economics, 3.3
NorthStar Life Services, LLC February 2014 - Present
American Advisors Group July 2011 - February 2014
Club Deportivo Chivas USA March 2011 - July 2011
Fresh Grill July 2009 - September 2010
DPW - Bureau of Street Lighting January 2009 - July 2009
Farmers and Merchants Trust Company February 2007 - September 2008
American Honda Motors Co. Inc March 2004 - October 2006
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Master's degree, Accounting, 3.5
DeVry University-California 2007 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 3.5
El Camino College 2004 — 2006
Associate's degree, Accounting, 3
De La Salle University 2002 — 2003
Bachelor of Science (BS), Economics, 3.3
Gary Courtright's American Advisors Group Experience September 2012 - January 2013
Job Financial Strategist
Industry Financial Services
Experience
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
Cheryl (Chargin) McGrath Cheryl (Chargin) McGrath's American Advisors Group Experience June 2012 - Present
Job Reverse Account Executive at American Advisors Group
Industry Financial Services
Experience
American Advisors Group June 2012 - Present
MetLife January 2008 - June 2012
Countrywide Financial 2006 - 2007
Skills
Reverse Mortgages, FHA financing, Residential Mortgages, Underwriting, Loan Origination, Mortgage Banking, Credit, Credit Analysis, Mortgage Lending, FHA, Refinance, Loans, Mortgage Marketing, Banking, VA loans, Mortgage Underwriting, Investment Properties, Real Estate, Investments, Retirement, Finance, Loss Mitigation, Real Estate Financing, Selling, USDA, First Time Home Buyers
Education
University of Southern California 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business 1995 — 1999
American Advisors Group June 2012 - Present
MetLife January 2008 - June 2012
Countrywide Financial 2006 - 2007
Skills
Reverse Mortgages, FHA financing, Residential Mortgages, Underwriting, Loan Origination, Mortgage Banking, Credit, Credit Analysis, Mortgage Lending, FHA, Refinance, Loans, Mortgage Marketing, Banking, VA loans, Mortgage Underwriting, Investment Properties, Real Estate, Investments, Retirement, Finance, Loss Mitigation, Real Estate Financing, Selling, USDA, First Time Home Buyers
Education
University of Southern California 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
University of Southern California - Marshall School of Business 1995 — 1999
James Redd James Redd's American Advisors Group Experience February 2014 - Present
Job Senior Web Designer at American Advisors Group
Industry Computer Software
Experience
American Advisors Group February 2014 - Present
SR Consulting Worldwide February 2013 - February 2014
Ria Financial September 2012 - February 2013
Ambry Genetics June 2012 - September 2012
Starbates November 2011 - June 2012
Upsite April 2009 - November 2011
Greater Albuquerque Association of Realtors, Inc. April 2007 - April 2009
Argentum Mortgage and Finance Corp. June 2004 - April 2007
Skills
HTML, CSS, JavaScript, PHP, MYSQL, Photoshop, Illustrator, InDesign, MySQL, Web Design, Front-end, jQuery, OS X, User Experience, Troubleshooting, Google Analytics, LAMP, Web Applications, SEO, Facebook API, XML, jQuery Mobile
Education
Chapman University
Central New Mexico
American Advisors Group February 2014 - Present
SR Consulting Worldwide February 2013 - February 2014
Ria Financial September 2012 - February 2013
Ambry Genetics June 2012 - September 2012
Starbates November 2011 - June 2012
Upsite April 2009 - November 2011
Greater Albuquerque Association of Realtors, Inc. April 2007 - April 2009
Argentum Mortgage and Finance Corp. June 2004 - April 2007
Skills
HTML, CSS, JavaScript, PHP, MYSQL, Photoshop, Illustrator, InDesign, MySQL, Web Design, Front-end, jQuery, OS X, User Experience, Troubleshooting, Google Analytics, LAMP, Web Applications, SEO, Facebook API, XML, jQuery Mobile
Education
Chapman University
Central New Mexico
Erik Johannessen Erik Johannessen's American Advisors Group Experience November 2011 - June 2012
Job Real Estate & Business Financial Specialist
Industry Real Estate
Experience
Fort Peck Tribes December 2013 - Present
Carrington Mortgage Services August 2013 - Present
CapFund Financial November 2013 - March 2014
Alive Again Homeless Rescue October 2013 - December 2013
Broadview Mortgage May 2012 - August 2013
American Advisors Group November 2011 - June 2012
Fort Peck Tribes February 2008 - October 2011
Brockton School District October 2010 - June 2011
Skills
FHA, Mortgage Lending, Loan Origination, Reverse Mortgages, Mortgage Banking, Loans, Residential Mortgages, VA loans, FHA financing, Real Estate, Credit, Banking, Underwriting, Finance, Refinance, USDA, First Time Home Buyers, Investment Properties, Move Up Buyers, Real Estate Financing, Buyers, HUD, REO, Referrals
Education
Cal State Fullerton 1994 — 1995
Biology
Orange High School 1991 — 1994
Fort Peck Tribes December 2013 - Present
Carrington Mortgage Services August 2013 - Present
CapFund Financial November 2013 - March 2014
Alive Again Homeless Rescue October 2013 - December 2013
Broadview Mortgage May 2012 - August 2013
American Advisors Group November 2011 - June 2012
Fort Peck Tribes February 2008 - October 2011
Brockton School District October 2010 - June 2011
Skills
FHA, Mortgage Lending, Loan Origination, Reverse Mortgages, Mortgage Banking, Loans, Residential Mortgages, VA loans, FHA financing, Real Estate, Credit, Banking, Underwriting, Finance, Refinance, USDA, First Time Home Buyers, Investment Properties, Move Up Buyers, Real Estate Financing, Buyers, HUD, REO, Referrals
Education
Cal State Fullerton 1994 — 1995
Biology
Orange High School 1991 — 1994
Vee Bowers Vee Bowers's American Advisors Group Experience November 2013 - Present
Job at
Industry Real Estate
Experience
GENPACT April 2015 - Present
American Advisors Group November 2013 - Present
Greenlight Loans August 2013 - November 2013
Greenlight Financial Services September 2012 - July 2013
Icon Residential Lenders September 2010 - 2011
Adoption Network Law Center June 2010 - September 2010
Wells Fargo September 2009 - July 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Carrington Mortgage Services July 2008 - February 2009
H&R Block Mortgage February 2000 - November 2007
Skills
Account Management, Management, Underwriting, Credit, Mortgage Lending, Credit Analysis, Loans, Customer Service, Training, Leadership, Analysis, Sales
Education
Golden West College 1993 — 2008
Accounting
GENPACT April 2015 - Present
American Advisors Group November 2013 - Present
Greenlight Loans August 2013 - November 2013
Greenlight Financial Services September 2012 - July 2013
Icon Residential Lenders September 2010 - 2011
Adoption Network Law Center June 2010 - September 2010
Wells Fargo September 2009 - July 2010
Wells Fargo Home Mortgage March 2009 - July 2009
Carrington Mortgage Services July 2008 - February 2009
H&R Block Mortgage February 2000 - November 2007
Skills
Account Management, Management, Underwriting, Credit, Mortgage Lending, Credit Analysis, Loans, Customer Service, Training, Leadership, Analysis, Sales
Education
Golden West College 1993 — 2008
Accounting
Nathan Barnett Nathan Barnett's American Advisors Group Experience May 2012 - Present
Job IT Help Desk at American Advisors Group
Industry Computer Hardware
Experience
American Advisors Group May 2012 - Present
Ricoh Logistics Corp. March 2007 - January 2009
Anycom Technologies Inc. 2002 - 2005
Skills
Printers, Help Desk Support, WAN, Workstations, Active Directory, Networking, System Deployment, XP, Troubleshooting, Antivirus, Hardware, Technical Support, Software Installation, Laptops, Servers, Access, Routers, Mac, Management, DHCP, DNS, Time Management, Computer Hardware, Software Documentation, Windows 7, Operating Systems, System Administration, Server Administration
Education
DeVry University 2009 — 2014
Bachelor's Degree, Network Communications Management
DEVry 2006 — 2009
Network System Administration, Cisco
American Advisors Group May 2012 - Present
Ricoh Logistics Corp. March 2007 - January 2009
Anycom Technologies Inc. 2002 - 2005
Skills
Printers, Help Desk Support, WAN, Workstations, Active Directory, Networking, System Deployment, XP, Troubleshooting, Antivirus, Hardware, Technical Support, Software Installation, Laptops, Servers, Access, Routers, Mac, Management, DHCP, DNS, Time Management, Computer Hardware, Software Documentation, Windows 7, Operating Systems, System Administration, Server Administration
Education
DeVry University 2009 — 2014
Bachelor's Degree, Network Communications Management
DEVry 2006 — 2009
Network System Administration, Cisco
Kristin Lim Kristin Lim's American Advisors Group Experience March 2011 - June 2012
Job Sr. Underwriter at CashCall, Inc.
Industry Financial Services
Experience
CashCall, Inc. July 2012 - Present
American Advisors Group March 2011 - June 2012
New American Funding October 2010 - March 2011
GMAC ResCap dba Ditech.com 2007 - 2010
GMAC ResCap dba Ditech.com 2001 - 2007
Coldwell Banker Real Estate 2000 - 2001
Alliance Management LLC 1997 - 2000
Education
California State University-Long Beach
B.S., Business Administration-Accountancy
CashCall, Inc. July 2012 - Present
American Advisors Group March 2011 - June 2012
New American Funding October 2010 - March 2011
GMAC ResCap dba Ditech.com 2007 - 2010
GMAC ResCap dba Ditech.com 2001 - 2007
Coldwell Banker Real Estate 2000 - 2001
Alliance Management LLC 1997 - 2000
Education
California State University-Long Beach
B.S., Business Administration-Accountancy
Daniela Bliss Reverse Mortgage Specialist Daniela Bliss Reverse Mortgage Specialist's American Advisors Group Experience April 2011 - September 2011
Job (626)6220880
Industry Financial Services
Experience
One Trust Senior Lending November 2013 - February 2014
IMPAC Mortgage September 2011 - November 2013
American Advisors Group April 2011 - September 2011
Security One Lending November 2007 - April 2011
Wells Fargo Home Loans April 2004 - October 2007
E*TRADE Mortgage March 2001 - March 2004
Ditech/GMAC December 1999 - March 2001
Countrywide Home Loans March 1998 - November 1999
Skills
Reverse Mortgages, Mortgage Lending, Loan Origination, Customer Service, Sales, Professional Networking, Educational Seminars, Sales Presentations, Mortgage, Call Center, Loans, Refinance, Residential Mortgages, FHA financing, Home Equity, Government Loans, Real Estate Financing, Retirement, Referrals, Selling, Retirement Planning, Finance, Residential Homes, Seniors, Mom, Open Networker, Reverse Mortgage..., Reverse Mortgage..., Reverse Mortgage..., Loan Officer, Business Networking, Call Centers, Banking, Mortgage Banking, FHA, Credit, Certified Mortgage..., Real Estate, Home Equity Loans, HUD, Non-Conforming, Mortgage Marketing, Home Equity Lines of..., Debt Consolidation, FHA Financing
Education
Pasadena City College
One Trust Senior Lending November 2013 - February 2014
IMPAC Mortgage September 2011 - November 2013
American Advisors Group April 2011 - September 2011
Security One Lending November 2007 - April 2011
Wells Fargo Home Loans April 2004 - October 2007
E*TRADE Mortgage March 2001 - March 2004
Ditech/GMAC December 1999 - March 2001
Countrywide Home Loans March 1998 - November 1999
Skills
Reverse Mortgages, Mortgage Lending, Loan Origination, Customer Service, Sales, Professional Networking, Educational Seminars, Sales Presentations, Mortgage, Call Center, Loans, Refinance, Residential Mortgages, FHA financing, Home Equity, Government Loans, Real Estate Financing, Retirement, Referrals, Selling, Retirement Planning, Finance, Residential Homes, Seniors, Mom, Open Networker, Reverse Mortgage..., Reverse Mortgage..., Reverse Mortgage..., Loan Officer, Business Networking, Call Centers, Banking, Mortgage Banking, FHA, Credit, Certified Mortgage..., Real Estate, Home Equity Loans, HUD, Non-Conforming, Mortgage Marketing, Home Equity Lines of..., Debt Consolidation, FHA Financing
Education
Pasadena City College
David Schulte's American Advisors Group Experience January 2012 - Present
Job Mortgage Loan Officer at American Advisors Group
Industry Printing
Experience
American Advisors Group January 2012 - Present
Jenson Printing & Litho September 2010 - Present
Surfer Agency October 2009 - Present
Print Techniques 2008 - Present
Europrint 2002 - Present
CArecyclers.com June 2007 - December 2009
Inktracks December 1995 - December 2002
Association of Surfing Professionals 1985 - July 2000
Infinity Surfboards Laguna Niguel January 1980 - December 1995
Skills
Trade Shows, Sponsorship, Customer Relations, Advertising, Strategic Planning, Social Media, Marketing Strategy, Sales Management, Problem Solving, Event Management, Event Planning, Public Speaking, Promotions, Marketing Communications, Social Media Marketing, Coaching
Education
Saddleback College 1983 — 1988
AA
Capistrano Valley 1981 — 1983
Agoura Hills 1979 — 1981
American Advisors Group January 2012 - Present
Jenson Printing & Litho September 2010 - Present
Surfer Agency October 2009 - Present
Print Techniques 2008 - Present
Europrint 2002 - Present
CArecyclers.com June 2007 - December 2009
Inktracks December 1995 - December 2002
Association of Surfing Professionals 1985 - July 2000
Infinity Surfboards Laguna Niguel January 1980 - December 1995
Skills
Trade Shows, Sponsorship, Customer Relations, Advertising, Strategic Planning, Social Media, Marketing Strategy, Sales Management, Problem Solving, Event Management, Event Planning, Public Speaking, Promotions, Marketing Communications, Social Media Marketing, Coaching
Education
Saddleback College 1983 — 1988
AA
Capistrano Valley 1981 — 1983
Agoura Hills 1979 — 1981
David B. Hilton (Open Networker) David B. Hilton (Open Networker)'s American Advisors Group Experience November 2011 - March 2014
Job Experienced Financial Services Executive
Industry Financial Services
Experience
American Advisors Group November 2011 - March 2014
DomPatCi Management Solutions February 2011 - July 2011
Goodwin, Wright - Atlanta, GA June 2009 - October 2010
GE Capital August 2008 - October 2008
Citigroup October 1989 - July 2008
Skills
Best Practices..., Innovation Management, Consultative Selling, Business Relationship..., Client Acquisition, Vendor Realtions, Vendor Finance, Vendor Management, Banking Relationships, Financial Analysis, Credit Underwriting, Risk Assessment, Credit Risk, Operational Risk, Risk Mitigation, Financial Planning, Critical Problem..., Escalation Management, Disengagement Management, Compliance Audits, Policy and Procedure..., External Audit, New Business Development, Program Development,..., Cross Selling, Marketing Strategy, Cross-border..., Process Improvement, Internal Communications, Internal Reporting, Contract Review, Contract Negotiations, Contract Management, Sales Management, Supervisory Skills, Staff Training, Mentoring, Team Leadership, Collaborative Problem..., Lead Cultivation, P&L Management, Call Center, Project Planning, Project Delivery, Customer Relations, Direct Sales, Multilateral Sales..., Risk Management, Banking, Strategic Planning
Education
Tennessee Technological University
Bachelor of Science, Business Administration
American Advisors Group November 2011 - March 2014
DomPatCi Management Solutions February 2011 - July 2011
Goodwin, Wright - Atlanta, GA June 2009 - October 2010
GE Capital August 2008 - October 2008
Citigroup October 1989 - July 2008
Skills
Best Practices..., Innovation Management, Consultative Selling, Business Relationship..., Client Acquisition, Vendor Realtions, Vendor Finance, Vendor Management, Banking Relationships, Financial Analysis, Credit Underwriting, Risk Assessment, Credit Risk, Operational Risk, Risk Mitigation, Financial Planning, Critical Problem..., Escalation Management, Disengagement Management, Compliance Audits, Policy and Procedure..., External Audit, New Business Development, Program Development,..., Cross Selling, Marketing Strategy, Cross-border..., Process Improvement, Internal Communications, Internal Reporting, Contract Review, Contract Negotiations, Contract Management, Sales Management, Supervisory Skills, Staff Training, Mentoring, Team Leadership, Collaborative Problem..., Lead Cultivation, P&L Management, Call Center, Project Planning, Project Delivery, Customer Relations, Direct Sales, Multilateral Sales..., Risk Management, Banking, Strategic Planning
Education
Tennessee Technological University
Bachelor of Science, Business Administration
Edward Grijalva Edward Grijalva's American Advisors Group Experience February 2012 - June 2013
Job Mortgage Banker at Sovereign Lending Group
Industry Financial Services
Experience
American Advisors Group February 2012 - June 2013
Affiliated Funding April 2009 - November 2009
Nations Direct November 2008 - April 2009
JPMorgan Chase November 2006 - February 2008
Argent Mortgage January 2005 - December 2005
American Home Mortgage 1998 - 2000
Skills
Reverse Mortgages, FHA financing, Public Speaking, Wholesale Lending, Direct Sales, Salesforce.com, Consultative Sales..., Professional Phone..., Sales Presentations, Quota Achievement, Refinance, Mortgage Banking, Banking, Business Development, Loans, VA loans, Sales, Residential Mortgages, FHA Financing, VA Loans, USDA, FHA, Underwriting
Education
Saddleback College 1982 — 1983
N/A, General Ed
American Advisors Group February 2012 - June 2013
Affiliated Funding April 2009 - November 2009
Nations Direct November 2008 - April 2009
JPMorgan Chase November 2006 - February 2008
Argent Mortgage January 2005 - December 2005
American Home Mortgage 1998 - 2000
Skills
Reverse Mortgages, FHA financing, Public Speaking, Wholesale Lending, Direct Sales, Salesforce.com, Consultative Sales..., Professional Phone..., Sales Presentations, Quota Achievement, Refinance, Mortgage Banking, Banking, Business Development, Loans, VA loans, Sales, Residential Mortgages, FHA Financing, VA Loans, USDA, FHA, Underwriting
Education
Saddleback College 1982 — 1983
N/A, General Ed
Eric D. Miller Eric D. Miller's American Advisors Group Experience March 2014 - Present
Job Reverse Mortgage Advisor at American Advisors Group
Industry Financial Services
Experience
American Advisors Group March 2014 - Present
Easy Lift Transportation July 2009 - Present
Liberty Home Equity Solutions, FNA Genworth Financial Home Equity Access, Inc. June 2012 - February 2014
MetLife Bank NA April 2011 - May 2012
Bank of America September 2005 - March 2011
Bank of America February 1997 - August 2005
BayBank 1989 - 1996
Skills
Mortgage Lending, Credit, FHA, Strategic Planning, New Business Development, Home Equity Lines of..., Home Equity, Senior Retirement..., Loan Origination, Refinance, Underwriting, Credit Analysis, Residential Mortgages, Commercial Mortgages, FHA financing, Finance, USDA, Sales, Reverse Mortgages, VA loans, Small Business Lending, Banking, Mortgage Banking, Real Estate Financing, Salesforce.com, Loss Mitigation, Loans, Board of Directors, Consumer Lending, FHA Financing, Certified Mortgage..., Investments, Commercial Lending, Government Loans
Education
Plymouth State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
American Advisors Group March 2014 - Present
Easy Lift Transportation July 2009 - Present
Liberty Home Equity Solutions, FNA Genworth Financial Home Equity Access, Inc. June 2012 - February 2014
MetLife Bank NA April 2011 - May 2012
Bank of America September 2005 - March 2011
Bank of America February 1997 - August 2005
BayBank 1989 - 1996
Skills
Mortgage Lending, Credit, FHA, Strategic Planning, New Business Development, Home Equity Lines of..., Home Equity, Senior Retirement..., Loan Origination, Refinance, Underwriting, Credit Analysis, Residential Mortgages, Commercial Mortgages, FHA financing, Finance, USDA, Sales, Reverse Mortgages, VA loans, Small Business Lending, Banking, Mortgage Banking, Real Estate Financing, Salesforce.com, Loss Mitigation, Loans, Board of Directors, Consumer Lending, FHA Financing, Certified Mortgage..., Investments, Commercial Lending, Government Loans
Education
Plymouth State University 1981 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Amanda Dufault Amanda Dufault's American Advisors Group Experience October 2010 - August 2011
Job Jr. Technical Designer for Marciano
Industry Apparel & Fashion
Experience
Guess? July 2012 - Present
Wet Seal, Inc August 2011 - July 2012
American Advisors Group October 2010 - August 2011
LSFInc August 2008 - October 2010
Nordstrom August 2005 - December 2006
Skills
Excel, Illustrator, Outlook, Technical Design, Sketching, Merchandising, Customer Service, Fashion, Retail, Word, Photoshop, Microsoft Office, Vendor Relations, Fashion Design, Trend, Mac, Buying, Social Media, Apparel, Sewing, Time Management, Textiles, Data Entry, Social Networking, Brand Development, Trend Analysis, Draping, Tech Packs, Fit, Pattern, Knitwear, Fitting, Sweaters, Dresses, Tops, Mood Boards, Private Label, Microsoft Excel
Education
Fashion Institute of Design & Merchandising 2007 — 2010
Associates, Merchandise Product Development
Guess? July 2012 - Present
Wet Seal, Inc August 2011 - July 2012
American Advisors Group October 2010 - August 2011
LSFInc August 2008 - October 2010
Nordstrom August 2005 - December 2006
Skills
Excel, Illustrator, Outlook, Technical Design, Sketching, Merchandising, Customer Service, Fashion, Retail, Word, Photoshop, Microsoft Office, Vendor Relations, Fashion Design, Trend, Mac, Buying, Social Media, Apparel, Sewing, Time Management, Textiles, Data Entry, Social Networking, Brand Development, Trend Analysis, Draping, Tech Packs, Fit, Pattern, Knitwear, Fitting, Sweaters, Dresses, Tops, Mood Boards, Private Label, Microsoft Excel
Education
Fashion Institute of Design & Merchandising 2007 — 2010
Associates, Merchandise Product Development
Roberto E. Olivera Roberto E. Olivera's American Advisors Group Experience August 2011 - September 2012
Job Division President, Western Region at EnTitle Insurance Company
Industry Real Estate
Experience
EnTitle Insurance Company July 2015 - Present
Stewart Title Of California May 2014 - July 2015
Western Resources Title September 2012 - April 2014
American Advisors Group August 2011 - September 2012
Wells Fargo September 2009 - August 2011
All Counties Courier December 1997 - January 2007
Alliance 2003 - 2007
Commonwealth Title Company July 1997 - June 2003
Progressive Title /Escrow Company January 1995 - January 1997
Gateway Title Company January 1985 - January 1995
Skills
Loans, Refinance, Real Estate, Banking, Sales, Reverse Mortgages, Residential Homes, Insurance, Mortgage Lending, FHA, Marketing, Commercial Real Estate, Loan Servicing, Management, VA loans, First Time Home Buyers, Investment Properties, Great Motivator, Business Analysis, Sales Management, Title Insurance, Business Acumen, Team Leadership, REO, Short Sales, Escrow, Real Estate Transactions, HUD, Mortgage Banking, Loan Origination, Real Estate Financing, Residential Mortgages, Investors, Underwriting, Loss Mitigation, Notary Public, Selling, Referrals, Real Estate Economics, Closings, Foreclosures
Education
University of Southern California - Gould School of Law 1973 — 1977
Juris Doctorate, Law
University of California 1969 — 1973
Bachelor of Arts, Political Science
EnTitle Insurance Company July 2015 - Present
Stewart Title Of California May 2014 - July 2015
Western Resources Title September 2012 - April 2014
American Advisors Group August 2011 - September 2012
Wells Fargo September 2009 - August 2011
All Counties Courier December 1997 - January 2007
Alliance 2003 - 2007
Commonwealth Title Company July 1997 - June 2003
Progressive Title /Escrow Company January 1995 - January 1997
Gateway Title Company January 1985 - January 1995
Skills
Loans, Refinance, Real Estate, Banking, Sales, Reverse Mortgages, Residential Homes, Insurance, Mortgage Lending, FHA, Marketing, Commercial Real Estate, Loan Servicing, Management, VA loans, First Time Home Buyers, Investment Properties, Great Motivator, Business Analysis, Sales Management, Title Insurance, Business Acumen, Team Leadership, REO, Short Sales, Escrow, Real Estate Transactions, HUD, Mortgage Banking, Loan Origination, Real Estate Financing, Residential Mortgages, Investors, Underwriting, Loss Mitigation, Notary Public, Selling, Referrals, Real Estate Economics, Closings, Foreclosures
Education
University of Southern California - Gould School of Law 1973 — 1977
Juris Doctorate, Law
University of California 1969 — 1973
Bachelor of Arts, Political Science
Elise Easom Elise Easom's American Advisors Group Experience November 2011 - June 2013
Job Recruiter
Industry Banking
Experience
American Advisors Group November 2011 - June 2013
Met Cap Management 2009 - 2011
Firebird International Raceway 2006 - 2009
Skills
Reverse Mortgages, Recruiting, Competency Based..., Demographic Analysis, Public Speaking, Project Management, Resume Writing, Screening Resumes, Marketing, Advertising, Recruitment Advertising, Online Advertising, Online Communications, Nursing, Phlebotomy, Intrapersonal Skills, Venipuncture, Microsoft Office, Mac OS, Programming, Web Design, Web Development, Debate, Writing, Loans, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, FHA, Underwriting, Cold Calling, Hiring, Management, Team Building, Refinance, Employee Benefits, Training, VA loans, Leadership, Insurance
Education
Boise State University
Business Administration and Management, General
Meridian Medical Arts Charter High School
Saddleback College
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
American Advisors Group November 2011 - June 2013
Met Cap Management 2009 - 2011
Firebird International Raceway 2006 - 2009
Skills
Reverse Mortgages, Recruiting, Competency Based..., Demographic Analysis, Public Speaking, Project Management, Resume Writing, Screening Resumes, Marketing, Advertising, Recruitment Advertising, Online Advertising, Online Communications, Nursing, Phlebotomy, Intrapersonal Skills, Venipuncture, Microsoft Office, Mac OS, Programming, Web Design, Web Development, Debate, Writing, Loans, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, FHA, Underwriting, Cold Calling, Hiring, Management, Team Building, Refinance, Employee Benefits, Training, VA loans, Leadership, Insurance
Education
Boise State University
Business Administration and Management, General
Meridian Medical Arts Charter High School
Saddleback College
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Urvashi Bumia Urvashi Bumia's American Advisors Group Experience February 2013 - Present
Job Sr. Funder at American Advisors Group
Industry Financial Services
Experience
American Advisors Group February 2013 - Present
Promontory Management Group September 2011 - January 2013
sperion 2009 - 2010
Safeguard Properties August 2007 - March 2009
First NLC Financial, Inc Wholesale division. November 2004 - May 2007
Bank Of America Brea wholesale division. Brea, CA April 2003 - November 2004
Countrywide 1993 - 1998
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Funding, FHA, Loans, Real Estate, Team Building, Customer Service, Underwriting, Loss Mitigation, Residential Mortgages, Banking, Foreclosures, Refinance, Mortgage Underwriting, Mortgage Servicing, Portfolio Management, Finance, Loan Servicing
Education
University of Mumbai 1968 — 1971
B.A., Ecomonics
American Advisors Group February 2013 - Present
Promontory Management Group September 2011 - January 2013
sperion 2009 - 2010
Safeguard Properties August 2007 - March 2009
First NLC Financial, Inc Wholesale division. November 2004 - May 2007
Bank Of America Brea wholesale division. Brea, CA April 2003 - November 2004
Countrywide 1993 - 1998
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Funding, FHA, Loans, Real Estate, Team Building, Customer Service, Underwriting, Loss Mitigation, Residential Mortgages, Banking, Foreclosures, Refinance, Mortgage Underwriting, Mortgage Servicing, Portfolio Management, Finance, Loan Servicing
Education
University of Mumbai 1968 — 1971
B.A., Ecomonics
Lindy Buckley Lindy Buckley's American Advisors Group Experience December 2012 - Present
Job Senior Team Lead Compliance Communications at American Advisors Group (AAG)
Industry Writing and Editing
Experience
American Advisors Group December 2012 - Present
OneWest Bank September 2011 - December 2012
UniPro Training, a Division of AmeriPro Funding August 2010 - September 2011
nGenera Corporation April 2008 - November 2008
Agillion 2000 - 2001
BSG 1994 - 1998
BSG 1994 - 1998
BSG 1994 - 1998
Skills
Corporate Communications, Internal Communications, Marketing Communications, Social Networking, Social Media, Media Relations, Strategic Communications, Copywriting, Social Media Marketing, Project Management, Public Relations, Nonprofits, Messaging, Marketing, Technical Writing, Training, Blogging, Leadership, Press Releases
Education
Texas State University-San Marcos 1985 — 1988
B.A., Journalism
American Advisors Group December 2012 - Present
OneWest Bank September 2011 - December 2012
UniPro Training, a Division of AmeriPro Funding August 2010 - September 2011
nGenera Corporation April 2008 - November 2008
Agillion 2000 - 2001
BSG 1994 - 1998
BSG 1994 - 1998
BSG 1994 - 1998
Skills
Corporate Communications, Internal Communications, Marketing Communications, Social Networking, Social Media, Media Relations, Strategic Communications, Copywriting, Social Media Marketing, Project Management, Public Relations, Nonprofits, Messaging, Marketing, Technical Writing, Training, Blogging, Leadership, Press Releases
Education
Texas State University-San Marcos 1985 — 1988
B.A., Journalism
Erin (Goodell) Leffler Erin (Goodell) Leffler's American Advisors Group Experience 2012 - 2015
Job Vice President Training & Employee Development Building High Performance Teams that Align with Corporate Vision
Industry Professional Training & Coaching
Experience
American Advisors Group 2012 - 2015
Corvisa, LLC 2012 - 2012
Advent Financial Services 2009 - 2012
Taylor Bean & Whitaker August 2008 - October 2009
NovaStar Financial (Currently Novation Companies) 2003 - 2008
NovaStar Financial (Currently Novation Companies) 2002 - 2004
Chase Bank (Formerly Bank One, NA) 2000 - 2002
Chase Bank (Formerly Bank One, NA) 1996 - 2000
Chase Bank (Formerly Bank One, NA) 1994 - 1999
Skills
Leadership, Business Strategy, Coaching, Performance Management, Leadership Development, Organizational..., Onboarding, Team Building, Training, Employee Engagement, Needs Analysis, Sales, Process Improvement, Performance Consulting, Account Management, Marketing Strategy, Adobe eLearning Suite, Curriculum Design, Curriculum Development, Learning Management..., Blended Learning, Camtasia, Webinar Development, Wordpress, Risk Management, E-Learning, mLearning, Strategic Planning, Performance Improvement, Staff Development, Human Resources, WordPress, Management, Employee Training, Workforce Planning, Marketing, Employee Benefits, Personnel Management
Education
University of Phoenix 1997 — 1999
MBA Studies, Business, Marketing, Communication
Arizona State University 1989 — 1994
Bachelor of Arts, Business, Marketing, Communication
American Advisors Group 2012 - 2015
Corvisa, LLC 2012 - 2012
Advent Financial Services 2009 - 2012
Taylor Bean & Whitaker August 2008 - October 2009
NovaStar Financial (Currently Novation Companies) 2003 - 2008
NovaStar Financial (Currently Novation Companies) 2002 - 2004
Chase Bank (Formerly Bank One, NA) 2000 - 2002
Chase Bank (Formerly Bank One, NA) 1996 - 2000
Chase Bank (Formerly Bank One, NA) 1994 - 1999
Skills
Leadership, Business Strategy, Coaching, Performance Management, Leadership Development, Organizational..., Onboarding, Team Building, Training, Employee Engagement, Needs Analysis, Sales, Process Improvement, Performance Consulting, Account Management, Marketing Strategy, Adobe eLearning Suite, Curriculum Design, Curriculum Development, Learning Management..., Blended Learning, Camtasia, Webinar Development, Wordpress, Risk Management, E-Learning, mLearning, Strategic Planning, Performance Improvement, Staff Development, Human Resources, WordPress, Management, Employee Training, Workforce Planning, Marketing, Employee Benefits, Personnel Management
Education
University of Phoenix 1997 — 1999
MBA Studies, Business, Marketing, Communication
Arizona State University 1989 — 1994
Bachelor of Arts, Business, Marketing, Communication
Lauren Betts, MBA's American Advisors Group Experience September 2013 - March 2015
Job Finance Manager at Premier Auto
Industry Automotive
Experience
C&L Insurance Solutions, LLC August 2015 - Present
Premier Auto July 2015 - Present
American Advisors Group September 2013 - March 2015
Ethos Capital Group August 2009 - January 2015
Families Inc. Counseling Services January 2007 - May 2009
Morgan Stanley Smith Barney 2004 - 2007
Skills
Leadership, Human Resources, Microsoft Excel, Series 7, Employee Benefits, Series 63, Strategic Planning, Budgets, Microsoft Office, Customer Service, PowerPoint, Sales, Training, Team Building, Process Improvement, Finance, Credit, Mortgage Banking
Education
Arkansas State University 2004 — 2007
MBA, Corporate Finance
Trevecca Nazarene University 2001 — 2004
BBA, Business Management
C&L Insurance Solutions, LLC August 2015 - Present
Premier Auto July 2015 - Present
American Advisors Group September 2013 - March 2015
Ethos Capital Group August 2009 - January 2015
Families Inc. Counseling Services January 2007 - May 2009
Morgan Stanley Smith Barney 2004 - 2007
Skills
Leadership, Human Resources, Microsoft Excel, Series 7, Employee Benefits, Series 63, Strategic Planning, Budgets, Microsoft Office, Customer Service, PowerPoint, Sales, Training, Team Building, Process Improvement, Finance, Credit, Mortgage Banking
Education
Arkansas State University 2004 — 2007
MBA, Corporate Finance
Trevecca Nazarene University 2001 — 2004
BBA, Business Management
Scott Panique Scott Panique's American Advisors Group Experience July 2012 - Present
Job Account Executive at American Advisors Group
Industry Real Estate
Experience
American Advisors Group July 2012 - Present
Infinium Capital Management March 2008 - June 2012
Option One Mortgage August 2002 - January 2008
Skills
Financial Markets, Options, Financial Analysis, Negotiation, Sales, Market Making, Volatility, Futures Trading, Mortgage Banking, Real Estate Transactions, Establishing New..., Proprietary Trading, Mortgage Lending, Commodity, Credit, Asset Management, Investments, Trading, Financial Modeling, Loan Origination, Reverse Mortgages, Correspondent Banking
Education
University of Michigan 1998 — 2002
BA, Communications
American Advisors Group July 2012 - Present
Infinium Capital Management March 2008 - June 2012
Option One Mortgage August 2002 - January 2008
Skills
Financial Markets, Options, Financial Analysis, Negotiation, Sales, Market Making, Volatility, Futures Trading, Mortgage Banking, Real Estate Transactions, Establishing New..., Proprietary Trading, Mortgage Lending, Commodity, Credit, Asset Management, Investments, Trading, Financial Modeling, Loan Origination, Reverse Mortgages, Correspondent Banking
Education
University of Michigan 1998 — 2002
BA, Communications
Kevin Fyfe's American Advisors Group Experience 2013 - 2014
Job Platinum Licensed Lending Officer at loanDepot
Industry Investment Management
Experience
loanDepot October 2013 - Present
American Advisors Group 2013 - 2014
Euro Pacific Capital 2012 - 2013
UBS Wealth Management 2011 - 2012
EWG 2008 - 2009
The Confession (Band) January 2004 - December 2007
Skills
Investments, Strategic Planning, Wealth Management, Banking, Sales, Loans, Entrepreneurship
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Bachelor of Business Administration (B.B.A.)
loanDepot October 2013 - Present
American Advisors Group 2013 - 2014
Euro Pacific Capital 2012 - 2013
UBS Wealth Management 2011 - 2012
EWG 2008 - 2009
The Confession (Band) January 2004 - December 2007
Skills
Investments, Strategic Planning, Wealth Management, Banking, Sales, Loans, Entrepreneurship
Education
California State University-Fullerton - College of Business and Economics 2010 — 2012
Bachelor of Business Administration (B.B.A.)
Bill Conkey Bill Conkey's American Advisors Group Experience October 2011 - November 2012
Job SVP Manager, Correspondent Lending Division at Silvergate Bank We specialize in NonQM.
Industry Financial Services
Experience
Silvergate Bank September 2015 - Present
Peoples Bank June 2014 - August 2015
Greenlight Financial Services November 2012 - May 2014
American Advisors Group October 2011 - November 2012
American Home Equity Corporation 2009 - 2011
Affiliated Funding Corporation April 2006 - July 2008
Silvergate Bank March 2004 - April 2005
Southland Financial Services August 1989 - September 1996
Glenfed Mortgage August 1984 - August 1989
Shearson Mortgage July 1979 - August 1984
Skills
Secondary Market, Real Estate, Mortgage Lending, Mortgage Banking, FHA, Reverse Mortgages, Loan Origination, Refinance, Loans, Residential Mortgages, Investment Properties, FHA financing, Credit, First Time Home Buyers, Underwriting, Finance, Banking, Real Estate Financing, USDA, VA loans
Education
Occidental College 1963 — 1966
Bachelor of Arts (BA), Psychology
Silvergate Bank September 2015 - Present
Peoples Bank June 2014 - August 2015
Greenlight Financial Services November 2012 - May 2014
American Advisors Group October 2011 - November 2012
American Home Equity Corporation 2009 - 2011
Affiliated Funding Corporation April 2006 - July 2008
Silvergate Bank March 2004 - April 2005
Southland Financial Services August 1989 - September 1996
Glenfed Mortgage August 1984 - August 1989
Shearson Mortgage July 1979 - August 1984
Skills
Secondary Market, Real Estate, Mortgage Lending, Mortgage Banking, FHA, Reverse Mortgages, Loan Origination, Refinance, Loans, Residential Mortgages, Investment Properties, FHA financing, Credit, First Time Home Buyers, Underwriting, Finance, Banking, Real Estate Financing, USDA, VA loans
Education
Occidental College 1963 — 1966
Bachelor of Arts (BA), Psychology
Paul Fiore Paul Fiore's American Advisors Group Experience June 2009 - Present
Job Executive Vice President of Retail Lending at American Advisors Group
Industry Banking
Experience
American Advisors Group June 2009 - Present
Senior Lending Network December 2004 - February 2009
Skills
Customer Relations, Sales Management, Loan Origination, New Business Development, Mortgage, Mortgage Lending, Customer Service, Reverse Mortgages, Mortgage Banking, Credit, Management, Banking, Loans, FHA financing, FHA, Real Estate, Refinance, Residential Mortgages, VA loans, FHA Financing, VA Loans
Education
New York Institute of Technology-Old Westbury 1992 — 1996
BA Marketing
American Advisors Group June 2009 - Present
Senior Lending Network December 2004 - February 2009
Skills
Customer Relations, Sales Management, Loan Origination, New Business Development, Mortgage, Mortgage Lending, Customer Service, Reverse Mortgages, Mortgage Banking, Credit, Management, Banking, Loans, FHA financing, FHA, Real Estate, Refinance, Residential Mortgages, VA loans, FHA Financing, VA Loans
Education
New York Institute of Technology-Old Westbury 1992 — 1996
BA Marketing
Jana Klimkiewicz's American Advisors Group Experience March 2012 - October 2013
Job Senior Retail and Reverse Processor at BBMC Mortgage
Industry Banking
Experience
BBMC Mortgage January 2015 - Present
Impac Mortgage October 2013 - January 2015
American Advisors Group March 2012 - October 2013
Panera Bread January 2009 - February 2012
Bank of America June 2005 - July 2007
Escrow Network Group LLC August 2002 - May 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Refinance, Credit, Residential Mortgages, FHA financing, Reverse Mortgages, Banking, Underwriting, Mortgage Underwriting, Credit Analysis, Finance, Risk Management, Real Estate, Training, Microsoft Office, Microsoft Exchange, Social Media, Social Networking, HUD, USDA, Home Equity Loans, Government Loans, Consumer Lending, REO, Foreclosures, Construction Loans, Retail Banking, Call Centers, Investment Properties, Mortgage Servicing, Escrow, VA Loans, FHA Financing
Education
California State University-Long Beach 2001 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Orange Coast College 1998 — 2002
Associate of Arts (A.A.), General Studies
BBMC Mortgage January 2015 - Present
Impac Mortgage October 2013 - January 2015
American Advisors Group March 2012 - October 2013
Panera Bread January 2009 - February 2012
Bank of America June 2005 - July 2007
Escrow Network Group LLC August 2002 - May 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Refinance, Credit, Residential Mortgages, FHA financing, Reverse Mortgages, Banking, Underwriting, Mortgage Underwriting, Credit Analysis, Finance, Risk Management, Real Estate, Training, Microsoft Office, Microsoft Exchange, Social Media, Social Networking, HUD, USDA, Home Equity Loans, Government Loans, Consumer Lending, REO, Foreclosures, Construction Loans, Retail Banking, Call Centers, Investment Properties, Mortgage Servicing, Escrow, VA Loans, FHA Financing
Education
California State University-Long Beach 2001 — 2004
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Orange Coast College 1998 — 2002
Associate of Arts (A.A.), General Studies
Jacob H. Levy's American Advisors Group Experience October 2010 - Present
Job Salesforce Solutions Architect, Marketing Systems Manager, Financial Analyst
Industry Financial Services
Experience
American Advisors Group October 2010 - Present
Mixed Projects August 2009 - September 2010
Tarbut V'Torah Community Day School August 2008 - July 2009
Cheshire Health Insurance, LLC January 2008 - December 2008
Tel Aviv Lightning of the Israel Baseball League June 2007 - September 2007
Marshall Stevens Capital, LLC May 2006 - May 2007
Etech Securities, Inc September 2004 - April 2006
Skills
Valuation, Investment Banking, Salesforce.com..., Financial Analysis, Salesforce.com..., Business Intelligence, Strategic Data Analysis, Marketing Strategy, Digital Marketing, Project Management, Analysis, SQL, Business Analysis, Direct Response..., Business Development, Marketing, Salesforce.com, Risk Management, Finance, Analytics, Banking, Financial Modeling
Education
Brandeis University 1999 — 2003
B.A., History, Politics
Corona del Mar High School 1995 — 1999
American Advisors Group October 2010 - Present
Mixed Projects August 2009 - September 2010
Tarbut V'Torah Community Day School August 2008 - July 2009
Cheshire Health Insurance, LLC January 2008 - December 2008
Tel Aviv Lightning of the Israel Baseball League June 2007 - September 2007
Marshall Stevens Capital, LLC May 2006 - May 2007
Etech Securities, Inc September 2004 - April 2006
Skills
Valuation, Investment Banking, Salesforce.com..., Financial Analysis, Salesforce.com..., Business Intelligence, Strategic Data Analysis, Marketing Strategy, Digital Marketing, Project Management, Analysis, SQL, Business Analysis, Direct Response..., Business Development, Marketing, Salesforce.com, Risk Management, Finance, Analytics, Banking, Financial Modeling
Education
Brandeis University 1999 — 2003
B.A., History, Politics
Corona del Mar High School 1995 — 1999
Brian Cargle Brian Cargle's American Advisors Group Experience April 2013 - July 2014
Job Mortgage Loan Consultant at SunTrust Mortgage / NMLS# 1049310
Industry Banking
Experience
SunTrust Mortgage March 2015 - Present
Hamilton Mortgage Corporation August 2014 - February 2015
American Advisors Group April 2013 - July 2014
Harry Norman, Realtors August 2012 - April 2013
Peach State Realty September 2008 - December 2011
Coast Bank of Florida 2004 - 2006
First Home Mortgage 2002 - 2004
Regions Mortgage Correspondent Lending 1996 - 2002
EnTrust Funding 1990 - 1996
Skills
Mortgage Lending, FHA, VA loans, Sales Management, New Business Development, Sales, Home Buying Seminars, Marketing Specialist, Entrepreneurship, Mortgage Marketing, Credit Analysis, Certified Mortgage..., Real Estate, Reverse Mortgages, Refinance, Loans, Loan Origination, Credit, Mortgage Banking, VA Loans
Education
Kennesaw State University 1979 — 1983
Economics, Finance
Campbell High School
SunTrust Mortgage March 2015 - Present
Hamilton Mortgage Corporation August 2014 - February 2015
American Advisors Group April 2013 - July 2014
Harry Norman, Realtors August 2012 - April 2013
Peach State Realty September 2008 - December 2011
Coast Bank of Florida 2004 - 2006
First Home Mortgage 2002 - 2004
Regions Mortgage Correspondent Lending 1996 - 2002
EnTrust Funding 1990 - 1996
Skills
Mortgage Lending, FHA, VA loans, Sales Management, New Business Development, Sales, Home Buying Seminars, Marketing Specialist, Entrepreneurship, Mortgage Marketing, Credit Analysis, Certified Mortgage..., Real Estate, Reverse Mortgages, Refinance, Loans, Loan Origination, Credit, Mortgage Banking, VA Loans
Education
Kennesaw State University 1979 — 1983
Economics, Finance
Campbell High School
David Hubbs's American Advisors Group Experience June 2011 - May 2012
Job Account Sales Manager at Red Bull
Industry Food & Beverages
Experience
Red Bull May 2012 - Present
American Advisors Group June 2011 - May 2012
Kondaur Capital Corporation 2008 September 2008 - November 2010
SourceOne Home Loans 2006 January 2006 - January 2008
Stearns Lending 2005-2006 January 2006 - January 2007
LendingTree Loans 2004-2005 January 2005 - January 2006
Garmin International January 2001 - January 2004
Skills
Portfolio Management, Real Estate, Loans, Team Building, Sales Management, Negotiation, Training, Mortgage Banking, Mortgage Lending, Sales, Management, Sales Operations, Selling, Business Development, Leadership, Cold Calling, Finance, Marketing, Account Management, Banking, Direct Sales, Credit
Education
MidAmerica Nazarene University 1996 — 2000
Bachelor of Arts, Business Communications
Orange County EMT
NREMT, Emergency Medical Technician
Red Bull May 2012 - Present
American Advisors Group June 2011 - May 2012
Kondaur Capital Corporation 2008 September 2008 - November 2010
SourceOne Home Loans 2006 January 2006 - January 2008
Stearns Lending 2005-2006 January 2006 - January 2007
LendingTree Loans 2004-2005 January 2005 - January 2006
Garmin International January 2001 - January 2004
Skills
Portfolio Management, Real Estate, Loans, Team Building, Sales Management, Negotiation, Training, Mortgage Banking, Mortgage Lending, Sales, Management, Sales Operations, Selling, Business Development, Leadership, Cold Calling, Finance, Marketing, Account Management, Banking, Direct Sales, Credit
Education
MidAmerica Nazarene University 1996 — 2000
Bachelor of Arts, Business Communications
Orange County EMT
NREMT, Emergency Medical Technician
Bryan Iijima Bryan Iijima's American Advisors Group Experience June 2008 - Present
Job Sales Manager Solutions Specialist at American Advisors Group
Industry Financial Services
Experience
American Advisors Group June 2008 - Present
American Advisors Group (AAG Reverse Mortgage) 2008 - Present
Reunion Mortgage 2005 - 2007
Skills
Sales, Sales Management, Mortgage Lending, Salesforce.com, Account Management, Selling, New Business Development, Negotiation, Sales Process, Management, Sales Presentations, Business Development, FHA, Refinance, Mortgage Banking, Residential Mortgages, Banking, Loan Origination, Credit, Loans
Education
University of California, Los Angeles 1977 — 1981
Bachelor's Degree, Economics Systems Science
University of California, Los Angeles 1977 — 1981
American Advisors Group June 2008 - Present
American Advisors Group (AAG Reverse Mortgage) 2008 - Present
Reunion Mortgage 2005 - 2007
Skills
Sales, Sales Management, Mortgage Lending, Salesforce.com, Account Management, Selling, New Business Development, Negotiation, Sales Process, Management, Sales Presentations, Business Development, FHA, Refinance, Mortgage Banking, Residential Mortgages, Banking, Loan Origination, Credit, Loans
Education
University of California, Los Angeles 1977 — 1981
Bachelor's Degree, Economics Systems Science
University of California, Los Angeles 1977 — 1981
Marc Rosenbaum's American Advisors Group Experience January 2013 - October 2014
Job COLDWELL BANKER RESIDENTIAL BROKERAGE CA. BRE #00801089
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage September 2015 - Present
Coldwell Banker Residential Brokerage September 2015 - Present
Franklin Loan Center November 2014 - Present
American Advisors Group January 2013 - October 2014
Skills
Risk Management, Financial Modeling, Business Planning, Start-ups, Credit, Finance, Loan Origination, Mortgage Lending, Banking, Loans, Mortgage Banking, Residential Mortgages, Strategic Planning, Reverse Mortgages, Investment Properties, Real Estate, Investments, Real Estate Financing
Education
University of Miami 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance/Insurance/
University of Miami - School of Business 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance
California State University San Bernardino
California Teaching Credential Secondary Education, Social Studies, 4.0
California State University-Los Angeles
Master's degree, History, 3.66
California State University-San Bernardino
Bachelor's degree, Social Sciences
UCLA
History Graduate Studies
Coldwell Banker Residential Brokerage September 2015 - Present
Coldwell Banker Residential Brokerage September 2015 - Present
Franklin Loan Center November 2014 - Present
American Advisors Group January 2013 - October 2014
Skills
Risk Management, Financial Modeling, Business Planning, Start-ups, Credit, Finance, Loan Origination, Mortgage Lending, Banking, Loans, Mortgage Banking, Residential Mortgages, Strategic Planning, Reverse Mortgages, Investment Properties, Real Estate, Investments, Real Estate Financing
Education
University of Miami 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance/Insurance/
University of Miami - School of Business 1970 — 1973
Bachelor of Business Administration (B.B.A.), Finance
California State University San Bernardino
California Teaching Credential Secondary Education, Social Studies, 4.0
California State University-Los Angeles
Master's degree, History, 3.66
California State University-San Bernardino
Bachelor's degree, Social Sciences
UCLA
History Graduate Studies
Janet Sams's American Advisors Group Experience March 2012 - July 2012
Job Sr Underwriter at Citywide Home Loans
Industry Financial Services
Experience
Citywide Home Loans July 2015 - Present
PMAC Lending Services Inc. May 2013 - July 2015
Essex Mortgage August 2012 - May 2013
American Advisors Group March 2012 - July 2012
Mann Mortgage August 2011 - February 2012
Mount Olympus Mortgage Company April 2011 - August 2011
PRIMARY RESIDENTIAL MORTGAGE November 2010 - April 2011
PRMG January 2009 - November 2010
SBMC Mortgage October 2005 - February 2008
Metrocities Mortgage 2002 - 2004
Skills
Mortgage Banking, Loan Origination, Consumer Lending, Mortgage Lending, Underwriting, Loans, Refinance, FHA, VA loans, Residential Mortgages, Credit Analysis, Leadership, Credit, USDA, Reverse Mortgages, Mortgage Underwriting, FHA financing, Real Estate, Banking, Financial Risk, Sales, Customer Service, Government Loans, FHA Financing, Loss Mitigation, Real Estate Financing
Education
The University of Memphis
Citywide Home Loans July 2015 - Present
PMAC Lending Services Inc. May 2013 - July 2015
Essex Mortgage August 2012 - May 2013
American Advisors Group March 2012 - July 2012
Mann Mortgage August 2011 - February 2012
Mount Olympus Mortgage Company April 2011 - August 2011
PRIMARY RESIDENTIAL MORTGAGE November 2010 - April 2011
PRMG January 2009 - November 2010
SBMC Mortgage October 2005 - February 2008
Metrocities Mortgage 2002 - 2004
Skills
Mortgage Banking, Loan Origination, Consumer Lending, Mortgage Lending, Underwriting, Loans, Refinance, FHA, VA loans, Residential Mortgages, Credit Analysis, Leadership, Credit, USDA, Reverse Mortgages, Mortgage Underwriting, FHA financing, Real Estate, Banking, Financial Risk, Sales, Customer Service, Government Loans, FHA Financing, Loss Mitigation, Real Estate Financing
Education
The University of Memphis
Natalie Helmuth Natalie Helmuth's American Advisors Group Experience August 2012 - Present
Job Sr Loan Processor at American Advisors Group
Industry Real Estate
Experience
American Advisors Group August 2012 - Present
Skills
FHA, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Loans, Reverse Mortgages, USDA, Mortgage Underwriting, Credit, Underwriting, First Time Home Buyers, Government Loans, Investment Properties, Real Estate Financing, Loss Mitigation
Education
Chapman University 2010 — 2013
Bachelor's degree, Psychology
American Advisors Group August 2012 - Present
Skills
FHA, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, Residential Mortgages, FHA financing, VA loans, Loans, Reverse Mortgages, USDA, Mortgage Underwriting, Credit, Underwriting, First Time Home Buyers, Government Loans, Investment Properties, Real Estate Financing, Loss Mitigation
Education
Chapman University 2010 — 2013
Bachelor's degree, Psychology
Sarah Galvin Sarah Galvin's American Advisors Group Experience February 2013 - June 2013
Job Customer Service at Breathe Easy INS
Industry Insurance
Experience
Breathe Easy INS February 2014 - Present
Wholesale Insurance Services August 2012 - November 2013
American Advisors Group February 2013 - June 2013
Michaels Arts and Crafts June 2011 - August 2012
All Green Electronics Recycling October 2010 - February 2011
Skills
Customer Service, Data Entry, Cashiering, Loss Prevention, Shrinkage, Retail Sales
Education
Santa Ana College 2010 — 2013
Breathe Easy INS February 2014 - Present
Wholesale Insurance Services August 2012 - November 2013
American Advisors Group February 2013 - June 2013
Michaels Arts and Crafts June 2011 - August 2012
All Green Electronics Recycling October 2010 - February 2011
Skills
Customer Service, Data Entry, Cashiering, Loss Prevention, Shrinkage, Retail Sales
Education
Santa Ana College 2010 — 2013
Sharon Hobgood-Alvarez Sharon Hobgood-Alvarez's American Advisors Group Experience December 2011 - September 2012
Job Senior Mortgage Underwriter at Cash Call
Industry Executive Office
Experience
CashCall, Inc. September 2012 - Present
American Advisors Group December 2011 - September 2012
Mora Financial April 2011 - December 2011
Just Mortgage April 2009 - April 2011
Mariners Capital, Inc. May 2007 - August 2007
Argent Mortgage January 2003 - May 2007
Argent Mortgage May 2001 - December 2002
Argent Mortgage October 2000 - May 2001
The Mortgage Conduit/First Magnus/C&G Financial Services February 1999 - October 2000
WMC Mortgage Corp December 1997 - January 1999
Skills
Team Building, Customer Service, Sales, Marketing, Leadership, Coaching, Real Estate, Strategic Planning, Training, New Business Development, Management, Online Marketing, Social Media Marketing, Negotiation, Account Management, Sales Management, Process Improvement, Online Advertising, Small Business, Microsoft Word
Education
Chaffey College 1988 — 1989
Real Estate/Finance
Chaffey High School 1984 — 1987
High School Diploma, Business Education
CashCall, Inc. September 2012 - Present
American Advisors Group December 2011 - September 2012
Mora Financial April 2011 - December 2011
Just Mortgage April 2009 - April 2011
Mariners Capital, Inc. May 2007 - August 2007
Argent Mortgage January 2003 - May 2007
Argent Mortgage May 2001 - December 2002
Argent Mortgage October 2000 - May 2001
The Mortgage Conduit/First Magnus/C&G Financial Services February 1999 - October 2000
WMC Mortgage Corp December 1997 - January 1999
Skills
Team Building, Customer Service, Sales, Marketing, Leadership, Coaching, Real Estate, Strategic Planning, Training, New Business Development, Management, Online Marketing, Social Media Marketing, Negotiation, Account Management, Sales Management, Process Improvement, Online Advertising, Small Business, Microsoft Word
Education
Chaffey College 1988 — 1989
Real Estate/Finance
Chaffey High School 1984 — 1987
High School Diploma, Business Education
Bruce Winstead Bruce Winstead's American Advisors Group Experience January 2014 - Present
Job Reverse Mortgage Area Sales Manager at American Advisors Group
Industry Financial Services
Experience
American Advisors Group January 2014 - Present
Skills
Banking, Loans, Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Credit, Refinance, Commercial Lending, First Time Home Buyers, Real Estate, Sales, Consumer Lending, Residential Mortgages, Small Business Lending, Retail Banking, Investment Properties, Credit Analysis, Commercial Banking, USDA
Education
University of Maryland College Park
American Advisors Group January 2014 - Present
Skills
Banking, Loans, Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Credit, Refinance, Commercial Lending, First Time Home Buyers, Real Estate, Sales, Consumer Lending, Residential Mortgages, Small Business Lending, Retail Banking, Investment Properties, Credit Analysis, Commercial Banking, USDA
Education
University of Maryland College Park
Alexandria Riggs's American Advisors Group Experience March 2014 - Present
Job Digital Marketing Manager, Affiliate Marketing
Industry Marketing and Advertising
Experience
American Advisors Group March 2014 - Present
First Team Real Estate September 2012 - March 2014
Exacta Media, Inc. April 2012 - September 2012
The Desales Law Corporation June 2007 - April 2012
RiechesBaird January 2011 - May 2011
Mind Spark Branding Group (Student Agency) January 2011 - May 2011
Chevrolet On-Campus Promotions - Internship via Edventure Partners January 2011 - May 2011
Skills
Market Research, Copywriting, Social Media, Online Marketing, SEO, Advertising, Digital Marketing, PPC, Digital Media, Online Advertising, Marketing, Google Adwords, Lead Generation, Google Analytics, Corporate Branding, Competitive Analysis, Strategy, Social Media Marketing, WordPress, Online Lead Generation
Education
California State University-Fullerton 2006 — 2011
Bachelor, Advertising, English
American Advisors Group March 2014 - Present
First Team Real Estate September 2012 - March 2014
Exacta Media, Inc. April 2012 - September 2012
The Desales Law Corporation June 2007 - April 2012
RiechesBaird January 2011 - May 2011
Mind Spark Branding Group (Student Agency) January 2011 - May 2011
Chevrolet On-Campus Promotions - Internship via Edventure Partners January 2011 - May 2011
Skills
Market Research, Copywriting, Social Media, Online Marketing, SEO, Advertising, Digital Marketing, PPC, Digital Media, Online Advertising, Marketing, Google Adwords, Lead Generation, Google Analytics, Corporate Branding, Competitive Analysis, Strategy, Social Media Marketing, WordPress, Online Lead Generation
Education
California State University-Fullerton 2006 — 2011
Bachelor, Advertising, English
Angela Walden Angela Walden's American Advisors Group Experience January 2012 - Present
Job Senior Licensing Coordinator at American Advisors Group
Industry Marketing and Advertising
Experience
American Advisors Group January 2012 - Present
Marc E. Anderson Inc. May 2010 - February 2011
Best Buddies International January 2008 - October 2008
Raymond James Financial Inc. April 2006 - December 2007
UC Irvine International Center January 2007 - April 2007
E! Networks January 2006 - April 2006
ABC/1iota Productions May 2005 - October 2005
Star Real Estate October 2002 - May 2005
Skills
Event Planning, Customer Service, Research, Event Management, Promotions, Marketing, Strategy, Data Entry, Public Speaking, Advertising, Social Media, Social Networking, Social Media Marketing
Education
University of California, Irvine 2003 — 2007
BA, Social Ecology with a Minor in Film and Media Studies
American Advisors Group January 2012 - Present
Marc E. Anderson Inc. May 2010 - February 2011
Best Buddies International January 2008 - October 2008
Raymond James Financial Inc. April 2006 - December 2007
UC Irvine International Center January 2007 - April 2007
E! Networks January 2006 - April 2006
ABC/1iota Productions May 2005 - October 2005
Star Real Estate October 2002 - May 2005
Skills
Event Planning, Customer Service, Research, Event Management, Promotions, Marketing, Strategy, Data Entry, Public Speaking, Advertising, Social Media, Social Networking, Social Media Marketing
Education
University of California, Irvine 2003 — 2007
BA, Social Ecology with a Minor in Film and Media Studies
Elisse Tappe Elisse Tappe's American Advisors Group Experience February 2013 - Present
Job Accounting Manager at American Advisors Group
Industry Accounting
Experience
American Advisors Group February 2013 - Present
Materials Marketing 2010 - 2012
Windstone Group 2005 - 2010
Health Emporium & Cafe 2004 - 2005
Assured Horizons LLC 1998 - 2003
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Account Reconciliation, General Ledger
Education
California State University-Chico
B.S., Business Admin-Accounting
American Advisors Group February 2013 - Present
Materials Marketing 2010 - 2012
Windstone Group 2005 - 2010
Health Emporium & Cafe 2004 - 2005
Assured Horizons LLC 1998 - 2003
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Account Reconciliation, General Ledger
Education
California State University-Chico
B.S., Business Admin-Accounting
Tiffany Phan Tiffany Phan's American Advisors Group Experience September 2012 - Present
Job Treasury Team Lead at American Advisors Group
Industry Real Estate
Experience
American Advisors Group September 2012 - Present
Lender Processing Services, Inc. (LPS) April 2012 - May 2012
The Impac Companies January 2005 - March 2012
The Impac Companies January 2005 - March 2012
Far East Marketing Incorporation December 2002 - September 2003
Skills
Oracle Applications, MAS 200, Financial Accounting, Account Reconciliation, Financial Statements..., Discounted Cash Flow..., LBO Modeling, Company Valuation, Mortgaged Back..., Comparable Public..., Mortgage Banking, SBO Mortgage Servicing, Residential &..., Banking, Sarbanes-Oxley Act, Finance, Risk Management, DCF, Accounting, Variance Analysis, LBO, Internal Audit, Real Estate, Financial Modeling, Mas 90, Accounts Payable, Portfolio Management, Asset Management, Loans, Management
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
California State University-Dominguez Hills 2003 — 2004
Undergraduate courseworks in Finance & Accounting, Finance & Accounting, General
McMaster University - Ontario, Canada
Bachelor of Science (BS), Mathematics and Statistics
Golden West College
American Advisors Group September 2012 - Present
Lender Processing Services, Inc. (LPS) April 2012 - May 2012
The Impac Companies January 2005 - March 2012
The Impac Companies January 2005 - March 2012
Far East Marketing Incorporation December 2002 - September 2003
Skills
Oracle Applications, MAS 200, Financial Accounting, Account Reconciliation, Financial Statements..., Discounted Cash Flow..., LBO Modeling, Company Valuation, Mortgaged Back..., Comparable Public..., Mortgage Banking, SBO Mortgage Servicing, Residential &..., Banking, Sarbanes-Oxley Act, Finance, Risk Management, DCF, Accounting, Variance Analysis, LBO, Internal Audit, Real Estate, Financial Modeling, Mas 90, Accounts Payable, Portfolio Management, Asset Management, Loans, Management
Education
University of California, Irvine 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
California State University-Dominguez Hills 2003 — 2004
Undergraduate courseworks in Finance & Accounting, Finance & Accounting, General
McMaster University - Ontario, Canada
Bachelor of Science (BS), Mathematics and Statistics
Golden West College
Kunanea Prak Kunanea Prak's American Advisors Group Experience August 2012 - November 2014
Job at
Industry Banking
Experience
Advantage Sales & Marketing March 2015 - Present
Network Capital Funding Corporation January 2015 - February 2015
American Advisors Group August 2012 - November 2014
American Advisors Group August 2011 - August 2012
UC Irvine January 2008 - June 2011
Skills
Processing, Reception, Customer Service, Data Entry, Title Companies, Legal Documentation, Facilities Management, Analysis, Mortgage Banking, Credit, Residential Mortgages, Leadership, FHA, Sales, Refinance
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Social Science
Long Beach Polytechnic High School 2004 — 2007
High School Diploma
Advantage Sales & Marketing March 2015 - Present
Network Capital Funding Corporation January 2015 - February 2015
American Advisors Group August 2012 - November 2014
American Advisors Group August 2011 - August 2012
UC Irvine January 2008 - June 2011
Skills
Processing, Reception, Customer Service, Data Entry, Title Companies, Legal Documentation, Facilities Management, Analysis, Mortgage Banking, Credit, Residential Mortgages, Leadership, FHA, Sales, Refinance
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts (B.A.), Social Science
Long Beach Polytechnic High School 2004 — 2007
High School Diploma
William Thorne William Thorne's American Advisors Group Experience January 2014 - May 2014
Job Reverse Mortgage Consultant with CBC National Bank
Industry Financial Services
Experience
Reverse Mortgage USA April 2012 - Present
American Advisors Group January 2014 - May 2014
Reverse Mortgage USA November 2012 - November 2013
Wells Fargo Bank, NA April 2006 - August 2011
Skills
Direct Sales, Product Marketing, Mortgage Banking, Mortgage Lending, Loan Origination
Education
NC State University 1966 — 1970
BA, History
North Carolina State University 1966 — 1970
BA, History
Reverse Mortgage USA April 2012 - Present
American Advisors Group January 2014 - May 2014
Reverse Mortgage USA November 2012 - November 2013
Wells Fargo Bank, NA April 2006 - August 2011
Skills
Direct Sales, Product Marketing, Mortgage Banking, Mortgage Lending, Loan Origination
Education
NC State University 1966 — 1970
BA, History
North Carolina State University 1966 — 1970
BA, History
Belinda Clark Belinda Clark's American Advisors Group Experience January 2014 - Present
Job Reverse Mortgage Loan Officer at American Advisors Group
Industry Financial Services
Experience
American Advisors Group January 2014 - Present
Reverse Mortgage USA, Inc. July 2011 - December 2013
Integrity Investments of Austin, Inc. January 2001 - October 2011
Travis County District Attorney's Office May 1989 - May 2000
Skills
Investments, Mortgage, Mortgage Lending, Investment Properties, Reverse Mortgages, Real Estate, Sellers, Residential Homes, Luxury, Loan Origination, FHA, Refinance, Loans, Residential Mortgages, Mortgage Banking
Education
J. Sergeant Reynolds Community College
Court Reporting/Court Reporter
Southwest Texas State University
American Advisors Group January 2014 - Present
Reverse Mortgage USA, Inc. July 2011 - December 2013
Integrity Investments of Austin, Inc. January 2001 - October 2011
Travis County District Attorney's Office May 1989 - May 2000
Skills
Investments, Mortgage, Mortgage Lending, Investment Properties, Reverse Mortgages, Real Estate, Sellers, Residential Homes, Luxury, Loan Origination, FHA, Refinance, Loans, Residential Mortgages, Mortgage Banking
Education
J. Sergeant Reynolds Community College
Court Reporting/Court Reporter
Southwest Texas State University
Kristin Kemp's American Advisors Group Experience September 2012 - Present
Job Legal Counsel at American Advisors Group
Industry Legal Services
Experience
American Advisors Group September 2012 - Present
OneWest Bank September 2009 - November 2012
Litton Loan Servicing 2006 - 2009
Skills
Compliance, Risk Assessment, Securitization, Enterprise Risk..., Mortgage Servicing, Bankruptcy, Mortgage Lending, Credit, Risk Management, Regulations, Residential Mortgages, Legal Research, Mortgage Banking, Loan Servicing, Financial Risk, FHA, Mortgage Underwriting, AML, Underwriting, Operational Risk, Loans, Loan Origination, Banking, Default, Refinance, Operational Risk..., Credit Analysis, Fraud, Bank Secrecy Act, OFAC
Education
City University of New York-Hunter College
MA
Harlingen High School
Lewis & Clark Law School
JD
The University of Texas at Austin
BA
American Advisors Group September 2012 - Present
OneWest Bank September 2009 - November 2012
Litton Loan Servicing 2006 - 2009
Skills
Compliance, Risk Assessment, Securitization, Enterprise Risk..., Mortgage Servicing, Bankruptcy, Mortgage Lending, Credit, Risk Management, Regulations, Residential Mortgages, Legal Research, Mortgage Banking, Loan Servicing, Financial Risk, FHA, Mortgage Underwriting, AML, Underwriting, Operational Risk, Loans, Loan Origination, Banking, Default, Refinance, Operational Risk..., Credit Analysis, Fraud, Bank Secrecy Act, OFAC
Education
City University of New York-Hunter College
MA
Harlingen High School
Lewis & Clark Law School
JD
The University of Texas at Austin
BA
Bill Froloff Bill Froloff's American Advisors Group Experience February 2012 - Present
Job Loan Officer at American Advisors Group
Industry Financial Services
Experience
American Advisors Group February 2012 - Present
PacifiCord December 2009 - February 2012
65 Mustang Sports Collectibles January 2002 - February 2012
The Orange County Register June 1993 - June 2002
Orange County Register January 1993 - January 2002
Honolulu Advertiser January 1989 - January 1993
Los Angeles Herald Examiner January 1983 - January 1989
Palm Springs Desert Sun January 1981 - January 1983
Palisadian Post & Brentwood January 1979 - January 1981
Skills
Social Media, Blogging, Sports, Social Networking, Social Media Marketing, Media Relations, Journalism, Editing, Public Relations, Copy Editing, Public Speaking, Press Releases, Newspaper, Sports Writing, Storytelling, Strategy, Training, Newspapers, Start-ups, Publishing, Reverse Mortgages, Marketing Strategy, Email Marketing, Marketing, Budgets, Event Management, Entrepreneurship, Sales, Time Management, Mortgage Lending, Team Building, Leadership, Finance
Education
University of Southern California 1974 — 1979
Bachelors, Journalism and Russian
University of Southern California 1974 — 1978
Bachelor’s degree, Journalism and Slavic Languages/Literatures
Warren High School 1972 — 1974
American Advisors Group February 2012 - Present
PacifiCord December 2009 - February 2012
65 Mustang Sports Collectibles January 2002 - February 2012
The Orange County Register June 1993 - June 2002
Orange County Register January 1993 - January 2002
Honolulu Advertiser January 1989 - January 1993
Los Angeles Herald Examiner January 1983 - January 1989
Palm Springs Desert Sun January 1981 - January 1983
Palisadian Post & Brentwood January 1979 - January 1981
Skills
Social Media, Blogging, Sports, Social Networking, Social Media Marketing, Media Relations, Journalism, Editing, Public Relations, Copy Editing, Public Speaking, Press Releases, Newspaper, Sports Writing, Storytelling, Strategy, Training, Newspapers, Start-ups, Publishing, Reverse Mortgages, Marketing Strategy, Email Marketing, Marketing, Budgets, Event Management, Entrepreneurship, Sales, Time Management, Mortgage Lending, Team Building, Leadership, Finance
Education
University of Southern California 1974 — 1979
Bachelors, Journalism and Russian
University of Southern California 1974 — 1978
Bachelor’s degree, Journalism and Slavic Languages/Literatures
Warren High School 1972 — 1974
Sean Pennington Sean Pennington's American Advisors Group Experience April 2011 - Present
Job Co Owner at Strike a Pose, LLC
Industry Events Services
Experience
Strike a Pose, LLC August 2013 - Present
American Advisors Group April 2011 - Present
Professional Property Consulting, LLC. January 2007 - February 2008
Columbia First Mortgage, Inc June 2004 - February 2008
Tanknology January 1999 - January 2003
Skills
Research, Mortgage Lending, Customer Service, Investment Properties, Loans, Sales, FHA, First Time Home Buyers, Investors, Marketing Strategy, Sales Management, Microsoft Excel, Small Business, Banking, Investments, Financial Analysis, Training, Real Estate Transactions, Leadership, Real Estate Financing, USDA, Finance, Credit Analysis, REO, Reverse Mortgages, Strategic Planning, Foreclosures, Loan Origination, Residential Homes, Credit, Risk Management, Underwriting, Entrepreneurship, Selling, Contract Negotiation, Refinance, Mortgage Banking, Team Building, VA loans, Residential Mortgages, New Business Development
Education
Clark College 2002 — 2004
Associates, Business/Marketing
US Navy 1994 — 1997
Discipline, Attention to Detail, Motivation, Determination, Desire, Weapons
Strike a Pose, LLC August 2013 - Present
American Advisors Group April 2011 - Present
Professional Property Consulting, LLC. January 2007 - February 2008
Columbia First Mortgage, Inc June 2004 - February 2008
Tanknology January 1999 - January 2003
Skills
Research, Mortgage Lending, Customer Service, Investment Properties, Loans, Sales, FHA, First Time Home Buyers, Investors, Marketing Strategy, Sales Management, Microsoft Excel, Small Business, Banking, Investments, Financial Analysis, Training, Real Estate Transactions, Leadership, Real Estate Financing, USDA, Finance, Credit Analysis, REO, Reverse Mortgages, Strategic Planning, Foreclosures, Loan Origination, Residential Homes, Credit, Risk Management, Underwriting, Entrepreneurship, Selling, Contract Negotiation, Refinance, Mortgage Banking, Team Building, VA loans, Residential Mortgages, New Business Development
Education
Clark College 2002 — 2004
Associates, Business/Marketing
US Navy 1994 — 1997
Discipline, Attention to Detail, Motivation, Determination, Desire, Weapons
Jeff Lawrence's American Advisors Group Experience 2013 - Present
Job Vice President, Digital Marketing at American Advisors Group
Industry Marketing and Advertising
Experience
American Advisors Group 2013 - Present
Online Trading Academy 2011 - 2013
Merck KGaA 2009 - 2011
HEILBrice 2008 - 2009
Brighter Collective 2006 - 2008
Microtek Lab Inc 1998 - 2006
Skills
Web Analytics, SEM, PPC, Google Analytics, SEO, Email Marketing, Google Adwords, Omniture, Digital Marketing, Marketing, Online Marketing, Lead Generation, CRM, Online Advertising, E-commerce, Social Media Marketing, Social Media, Marketing Strategy, Analytics, Advertising, Affiliate Marketing, Interactive Marketing, Digital Strategy, MSN AdCenter, Landing Page..., Interwoven Optimost, Search Advertising, A/B testing, Google Webmaster Tools, Mobile Marketing, Organic Search, Websites, Variable Data Printing, Yahoo Search Marketing, Google Search Appliance, Interwoven Teamsite, Mail Chimp, Hitwise, Web Content Management, Omniture Site Catalyst, Conversion Optimization, SMO, ExactTarget, Web Marketing, Direct Mail, Adobe Test and Target, Basecamp, Exact Target, Online Reputation...
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
University of California, Los Angeles
Bachelor of Arts, History
American Advisors Group 2013 - Present
Online Trading Academy 2011 - 2013
Merck KGaA 2009 - 2011
HEILBrice 2008 - 2009
Brighter Collective 2006 - 2008
Microtek Lab Inc 1998 - 2006
Skills
Web Analytics, SEM, PPC, Google Analytics, SEO, Email Marketing, Google Adwords, Omniture, Digital Marketing, Marketing, Online Marketing, Lead Generation, CRM, Online Advertising, E-commerce, Social Media Marketing, Social Media, Marketing Strategy, Analytics, Advertising, Affiliate Marketing, Interactive Marketing, Digital Strategy, MSN AdCenter, Landing Page..., Interwoven Optimost, Search Advertising, A/B testing, Google Webmaster Tools, Mobile Marketing, Organic Search, Websites, Variable Data Printing, Yahoo Search Marketing, Google Search Appliance, Interwoven Teamsite, Mail Chimp, Hitwise, Web Content Management, Omniture Site Catalyst, Conversion Optimization, SMO, ExactTarget, Web Marketing, Direct Mail, Adobe Test and Target, Basecamp, Exact Target, Online Reputation...
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
University of California, Los Angeles
Bachelor of Arts, History
Margarita Harrison's American Advisors Group Experience January 2010 - May 2014
Job Manager in Servicing
Industry Banking
Experience
Servicing June 2014 - Present
American Advisors Group January 2010 - May 2014
ZC Sterling 2008 - July 2010
Master Financial, Inc August 2003 - 2007
MortgageIT May 2000 - August 2003
Skills
Mortgage Banking, Underwriting, Management, Loans, Loan Origination, Mortgage Lending, FHA, Microsoft Office, Banking, Residential Mortgages, Finance, Mortgage Underwriting, Credit, Loss Mitigation, Refinance, Real Estate, Reverse Mortgages, Loan Servicing, Mortgage Servicing
Education
Westwood College 2007 — 2010
CNM
Andrews University 1988 — 1992
Servicing June 2014 - Present
American Advisors Group January 2010 - May 2014
ZC Sterling 2008 - July 2010
Master Financial, Inc August 2003 - 2007
MortgageIT May 2000 - August 2003
Skills
Mortgage Banking, Underwriting, Management, Loans, Loan Origination, Mortgage Lending, FHA, Microsoft Office, Banking, Residential Mortgages, Finance, Mortgage Underwriting, Credit, Loss Mitigation, Refinance, Real Estate, Reverse Mortgages, Loan Servicing, Mortgage Servicing
Education
Westwood College 2007 — 2010
CNM
Andrews University 1988 — 1992
Bryan O'Neill, MBA, CHP's American Advisors Group Experience February 2014 - Present
Job Financial Analyst Strategy/Sales at American Advisors Group
Industry Real Estate
Experience
American Advisors Group February 2014 - Present
US Air Force Reserve August 1994 - Present
INSULECTRO December 2008 - June 2010
U.S. Autoparts Network, Inc. April 2005 - December 2008
Skills
Financial Modeling, Real Estate, Entrepreneurship, Strategy, Analysis, Leadership, Finance, Budgets, Mergers & Acquisitions, Management, Business Development, Due Diligence, Program Management, Accounting, Investments, Auditing, Marketing Strategy, Executive Management, Financial Analysis, Financial Variance..., Financial Statement..., SOX Compliancy, High level of..., Global Cross-Functional..., Risk Analysis, Valuation Modeling, Business Valuation, Strategic Communications, Microsoft Excel, Investor Relations, PowerPoint, SAP, Bloomberg Terminal, Great Plains Software, Hyperion Enterprise, PeopleSoft Financial, Westlaw, JD Edwards, MS Project, Access Database, Right Now Technologies, Team Leadership, Pricing
Education
The Hong Kong University of Science and Technology 2014 — 2015
Master's Degree, Global Finance
New York University 2014 — 2015
Master's Degree, Global Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, 3.54
University of Arkansas at Fayetteville 1988 — 1993
B.A., Criminal Justice
American Advisors Group February 2014 - Present
US Air Force Reserve August 1994 - Present
INSULECTRO December 2008 - June 2010
U.S. Autoparts Network, Inc. April 2005 - December 2008
Skills
Financial Modeling, Real Estate, Entrepreneurship, Strategy, Analysis, Leadership, Finance, Budgets, Mergers & Acquisitions, Management, Business Development, Due Diligence, Program Management, Accounting, Investments, Auditing, Marketing Strategy, Executive Management, Financial Analysis, Financial Variance..., Financial Statement..., SOX Compliancy, High level of..., Global Cross-Functional..., Risk Analysis, Valuation Modeling, Business Valuation, Strategic Communications, Microsoft Excel, Investor Relations, PowerPoint, SAP, Bloomberg Terminal, Great Plains Software, Hyperion Enterprise, PeopleSoft Financial, Westlaw, JD Edwards, MS Project, Access Database, Right Now Technologies, Team Leadership, Pricing
Education
The Hong Kong University of Science and Technology 2014 — 2015
Master's Degree, Global Finance
New York University 2014 — 2015
Master's Degree, Global Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance, 3.54
University of Arkansas at Fayetteville 1988 — 1993
B.A., Criminal Justice
Natalya Gomelsky's American Advisors Group Experience July 2009 - October 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
American Advisors Group July 2009 - October 2009
The Walt Disney Company August 2008 - November 2008
Indymac Bank May 2007 - September 2008
Indymac Bank October 2006 - May 2007
Indymac Bank December 2004 - October 2006
Master Financial Incorporated (MFI) May 2000 - December 2004
Digital Force Ventures, LLC July 1999 - April 2001
Performance Information Technologies May 1997 - July 1999
Ingram Micro March 1996 - May 1997
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
California State University-Fullerton 2004 — 2004
Six Sigma, Green Belt
University of California, Los Angeles 1991 — 1996
BA, English & Russian Literature
Morgan Stanley October 2009 - Present
American Advisors Group July 2009 - October 2009
The Walt Disney Company August 2008 - November 2008
Indymac Bank May 2007 - September 2008
Indymac Bank October 2006 - May 2007
Indymac Bank December 2004 - October 2006
Master Financial Incorporated (MFI) May 2000 - December 2004
Digital Force Ventures, LLC July 1999 - April 2001
Performance Information Technologies May 1997 - July 1999
Ingram Micro March 1996 - May 1997
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
California State University-Fullerton 2004 — 2004
Six Sigma, Green Belt
University of California, Los Angeles 1991 — 1996
BA, English & Russian Literature
Will Rae's American Advisors Group Experience September 2007 - April 2013
Job DE Underwriter at Greenlight Financial Services
Industry Financial Services
Experience
Urban Financial of America, LLC September 2014 - Present
Greenlight Financial Services May 2013 - September 2014
American Advisors Group September 2007 - April 2013
EquiHome Mortgage September 2005 - March 2007
Home Loan Center July 2002 - March 2005
Wealthcrafters July 1999 - July 2002
Beneficial Finance 1987 - 1998
Skills
Foreclosures, Mortgage Lending, Loan Origination, Finance, Refinance, Mortgage Banking, Reverse Mortgages, Sales, Loans, Residential Mortgages
Education
Oklahoma State University 1982 — 1986
BS, Journalism, Advertising, & Public Relations
Urban Financial of America, LLC September 2014 - Present
Greenlight Financial Services May 2013 - September 2014
American Advisors Group September 2007 - April 2013
EquiHome Mortgage September 2005 - March 2007
Home Loan Center July 2002 - March 2005
Wealthcrafters July 1999 - July 2002
Beneficial Finance 1987 - 1998
Skills
Foreclosures, Mortgage Lending, Loan Origination, Finance, Refinance, Mortgage Banking, Reverse Mortgages, Sales, Loans, Residential Mortgages
Education
Oklahoma State University 1982 — 1986
BS, Journalism, Advertising, & Public Relations
Peter Thomsen's American Advisors Group Experience January 2013 - August 2015
Job Vice President, HECM National Division of The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank August 2015 - Present
American Advisors Group January 2013 - August 2015
Vocalize interactive December 2011 - December 2012
Simply Direct Mortgage June 2009 - October 2011
IBM August 2008 - April 2009
Countrywide Mortgage Services December 2007 - July 2008
Loan America February 2006 - December 2007
ICLIC January 2005 - February 2006
Devry University January 2001 - June 2005
Wall Street Mortgage January 2000 - June 2005
Skills
Mortgage Lending, Marketing, Marketing Research, Email Marketing, Mass Email Marketing, Online Marketing..., campaign Manager, Online Advertising, Advertising, Mobile Advertising, Teaching, University Teaching, College Teaching, Financial Analysis, Financial Reporting, Financial Structuring, Banking, Mortgage Banking, Finance, Credit, Management, Analysis, Leadership, Sales, FHA, Consulting, Loans, Customer Service, Investments, Risk Management, Refinance, Residential Mortgages, Loan Origination, Real Estate, Investment Properties, VA Loans, Credit Analysis, Reverse Mortgages, Portfolio Management
Education
Southern New Hampshire University 1992 — 1993
MBA, International Business
Loras College 1988 — 1992
BA, Finance
University of the Pacific 1984 — 1986
The Federal Savings Bank August 2015 - Present
American Advisors Group January 2013 - August 2015
Vocalize interactive December 2011 - December 2012
Simply Direct Mortgage June 2009 - October 2011
IBM August 2008 - April 2009
Countrywide Mortgage Services December 2007 - July 2008
Loan America February 2006 - December 2007
ICLIC January 2005 - February 2006
Devry University January 2001 - June 2005
Wall Street Mortgage January 2000 - June 2005
Skills
Mortgage Lending, Marketing, Marketing Research, Email Marketing, Mass Email Marketing, Online Marketing..., campaign Manager, Online Advertising, Advertising, Mobile Advertising, Teaching, University Teaching, College Teaching, Financial Analysis, Financial Reporting, Financial Structuring, Banking, Mortgage Banking, Finance, Credit, Management, Analysis, Leadership, Sales, FHA, Consulting, Loans, Customer Service, Investments, Risk Management, Refinance, Residential Mortgages, Loan Origination, Real Estate, Investment Properties, VA Loans, Credit Analysis, Reverse Mortgages, Portfolio Management
Education
Southern New Hampshire University 1992 — 1993
MBA, International Business
Loras College 1988 — 1992
BA, Finance
University of the Pacific 1984 — 1986
Debbie Birman's American Advisors Group Experience February 2009 - July 2013
Job Senior Reverse Mortgage Advisor at HighTechLending, Inc
Industry Banking
Experience
HighTechLending, Inc April 2015 - Present
Open Mortgage, LLC April 2014 - January 2015
American Advisors Group February 2009 - July 2013
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, FHA, Credit, Loans, Banking, Sales Management, FHA financing, Refinance, Reverse Mortgages, Residential Mortgages, VA loans
Education
Orange Coast College
HighTechLending, Inc April 2015 - Present
Open Mortgage, LLC April 2014 - January 2015
American Advisors Group February 2009 - July 2013
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, FHA, Credit, Loans, Banking, Sales Management, FHA financing, Refinance, Reverse Mortgages, Residential Mortgages, VA loans
Education
Orange Coast College
Victoria Finney's American Advisors Group Experience July 2009 - August 2012
Job Sales Professional
Industry Financial Services
Experience
Green Tree Servicing September 2012 - Present
American Advisors Group July 2009 - August 2012
AURORA LOAN SERVICES/LEHMAN September 2007 - June 2008
BNC Mortgage/Lehman 2005 - 2007
FINANCE AMERICA/LEHMAN April 2001 - May 2005
Conseco May 2000 - April 2001
First Alliance Mortgage February 1996 - March 2000
Gateway Educational Products September 1993 - February 1996
Skills
FHA, Loan Origination, Loans, Refinance, Residential Mortgages
Education
Drake University
Green Tree Servicing September 2012 - Present
American Advisors Group July 2009 - August 2012
AURORA LOAN SERVICES/LEHMAN September 2007 - June 2008
BNC Mortgage/Lehman 2005 - 2007
FINANCE AMERICA/LEHMAN April 2001 - May 2005
Conseco May 2000 - April 2001
First Alliance Mortgage February 1996 - March 2000
Gateway Educational Products September 1993 - February 1996
Skills
FHA, Loan Origination, Loans, Refinance, Residential Mortgages
Education
Drake University
Jill Coss's American Advisors Group Experience May 2013 - May 2014
Job Sr. Mortgage Banker at Eagle Home Mortgage
Industry Financial Services
Experience
Eagle Home Mortgage May 2014 - Present
American Advisors Group May 2013 - May 2014
Financial Planning America / College Planning America 2011 - May 2013
C2 Financial Corporation 2012 - 2013
Purpose Funding 2009 - 2011
United First Financial 2007 - 2010
Skills
Strategic Financial..., Retirement Planning, Real Estate, Sales, Sales Management, Residential Mortgages, Asset Management, Financial Risk, Finance, Wealth, Reverse Mortgages, Marketing, Financial Planning, Mortgage Banking, Loan Origination, Customer Service, Public Speaking, Real Estate Transactions, Refinance, FHA
Education
University of Southern California
Business
Brooks College
Fahsion Design
University of North Texas
Eagle Home Mortgage May 2014 - Present
American Advisors Group May 2013 - May 2014
Financial Planning America / College Planning America 2011 - May 2013
C2 Financial Corporation 2012 - 2013
Purpose Funding 2009 - 2011
United First Financial 2007 - 2010
Skills
Strategic Financial..., Retirement Planning, Real Estate, Sales, Sales Management, Residential Mortgages, Asset Management, Financial Risk, Finance, Wealth, Reverse Mortgages, Marketing, Financial Planning, Mortgage Banking, Loan Origination, Customer Service, Public Speaking, Real Estate Transactions, Refinance, FHA
Education
University of Southern California
Business
Brooks College
Fahsion Design
University of North Texas
Teena Michie's American Advisors Group Experience May 2012 - May 2015
Job Owner of Wags & Whiskers Pet Sitting
Industry Veterinary
Experience
HomeBridge Wholesale May 2015 - Present
Wags & Whiskers Pet Sitting January 2008 - Present
American Advisors Group May 2012 - May 2015
Skills
Pets, Cpr Certified, First Aid, Mortgage Lending, Customer Service, Mortgage Banking, Loans, Banking, Loan Origination, Sales, Management, Credit, Microsoft Excel, Finance, Team Building, Strategic Planning, Marketing, Microsoft Office, Real Estate, Outlook
Education
Golden West College
HomeBridge Wholesale May 2015 - Present
Wags & Whiskers Pet Sitting January 2008 - Present
American Advisors Group May 2012 - May 2015
Skills
Pets, Cpr Certified, First Aid, Mortgage Lending, Customer Service, Mortgage Banking, Loans, Banking, Loan Origination, Sales, Management, Credit, Microsoft Excel, Finance, Team Building, Strategic Planning, Marketing, Microsoft Office, Real Estate, Outlook
Education
Golden West College
Jeramie Ray's American Advisors Group Experience January 2012 - Present
Job Account Executive at CalFirst National Bancorp
Industry Consumer Services
Experience
American Advisors Group January 2012 - Present
Morgan Drexen April 2006 - January 2012
Skills
Customer Service, Sales, Credit, Finance, Loan Origination, Mortgage Banking, Residential Mortgages
Education
Santa Ana College 2005 — 2006
American Advisors Group January 2012 - Present
Morgan Drexen April 2006 - January 2012
Skills
Customer Service, Sales, Credit, Finance, Loan Origination, Mortgage Banking, Residential Mortgages
Education
Santa Ana College 2005 — 2006
Robert Marzigliano's American Advisors Group Experience 2011 - 2012
Job Call Center Operations Executive
Industry Nonprofit Organization Management
Experience
Centris Group 2012 - Present
American Advisors Group 2011 - 2012
American Red Cross 2010 - 2011
Call Center Consulting Group 2002 - 2011
World Alliance Financial 2006 - 2010
Cegedim Dendrite 2000 - 2002
Employee Matters 1999 - 2000
ADP 1985 - 1998
Skills
Call Center, SaaS, Vendor Management, Leadership, CRM, Management, Integration, Strategy, Lead Generation, Program Management, Outsourcing, Team Building, Training, Business Analysis, Customer Service, Consulting
Education
Hofstra University 1981 — 1984
WC Mepham
Centris Group 2012 - Present
American Advisors Group 2011 - 2012
American Red Cross 2010 - 2011
Call Center Consulting Group 2002 - 2011
World Alliance Financial 2006 - 2010
Cegedim Dendrite 2000 - 2002
Employee Matters 1999 - 2000
ADP 1985 - 1998
Skills
Call Center, SaaS, Vendor Management, Leadership, CRM, Management, Integration, Strategy, Lead Generation, Program Management, Outsourcing, Team Building, Training, Business Analysis, Customer Service, Consulting
Education
Hofstra University 1981 — 1984
WC Mepham
Allyson Hathcock's American Advisors Group Experience March 2013 - Present
Job Loan Originator at American Advisors Group
Industry Entertainment
Experience
American Advisors Group March 2013 - Present
Southeast Civic Light Opera April 2009 - April 2013
Theatre Guild 1997 - 2008
Education
University of California, Irvine 2001 — 2005
American Advisors Group March 2013 - Present
Southeast Civic Light Opera April 2009 - April 2013
Theatre Guild 1997 - 2008
Education
University of California, Irvine 2001 — 2005
Bruce Wagner's American Advisors Group Experience January 2014 - February 2015
Job Loan Officer at PrimeLending NMLS #326978
Industry Real Estate
Experience
PrimeLending, A Plains Capital Company March 2015 - Present
American Advisors Group January 2014 - February 2015
CashCall, Inc. January 2013 - December 2013
New American Funding December 2010 - December 2012
1st Nationwide Mortgage January 2009 - December 2010
Northbay Saturn Group July 1993 - December 2006
Self Employed 1977 - 1993
Skills
Refinance, FHA, Mortgage Lending, Reverse Mortgages, Investment Properties, Sales, Mortgage Banking, VA loans, Residential Mortgages, Loan Origination, Loans, USDA, Mortgage Underwriting, Government Loans, FHA financing, VA Loans
Education
University of Southern California 1976 — 1980
PrimeLending, A Plains Capital Company March 2015 - Present
American Advisors Group January 2014 - February 2015
CashCall, Inc. January 2013 - December 2013
New American Funding December 2010 - December 2012
1st Nationwide Mortgage January 2009 - December 2010
Northbay Saturn Group July 1993 - December 2006
Self Employed 1977 - 1993
Skills
Refinance, FHA, Mortgage Lending, Reverse Mortgages, Investment Properties, Sales, Mortgage Banking, VA loans, Residential Mortgages, Loan Origination, Loans, USDA, Mortgage Underwriting, Government Loans, FHA financing, VA Loans
Education
University of Southern California 1976 — 1980
Bosha Dorman's American Advisors Group Experience June 2011 - Present
Job Director of Risk and Compliance
Industry Financial Services
Experience
American Advisors Group June 2011 - Present
Financial Freedom October 2005 - June 2011
Education
California State University Northridge
American Advisors Group June 2011 - Present
Financial Freedom October 2005 - June 2011
Education
California State University Northridge
Sue Visbal's American Advisors Group Experience August 2012 - March 2013
Job Sales, Education and Project Coordination
Industry Education Management
Experience
American Advisors Group August 2012 - March 2013
CarMax December 2009 - August 2012
Premier Trust Deed Investments October 2005 - September 2009
Heritage Oak Private School May 2002 - October 2005
School Portraits by Kranz January 1999 - May 2002
DeVry University March 1993 - October 1995
Skills
Customer Service, Public Speaking, Teaching, Team Building, Business Development, Sales, Training, Higher Education, Team Leadership, Project Management, Sales Management
Education
University of Redlands
Bachelors, Business Administration, Physical Education
California State University-San Bernardino
California Teaching Credential, Education
American Advisors Group August 2012 - March 2013
CarMax December 2009 - August 2012
Premier Trust Deed Investments October 2005 - September 2009
Heritage Oak Private School May 2002 - October 2005
School Portraits by Kranz January 1999 - May 2002
DeVry University March 1993 - October 1995
Skills
Customer Service, Public Speaking, Teaching, Team Building, Business Development, Sales, Training, Higher Education, Team Leadership, Project Management, Sales Management
Education
University of Redlands
Bachelors, Business Administration, Physical Education
California State University-San Bernardino
California Teaching Credential, Education
Yolanda Opinion's American Advisors Group Experience August 2012 - Present
Job Real Estate Professional
Industry Real Estate
Experience
American Advisors Group August 2012 - Present
Fremont Investment and Loan December 2004 - November 2008
Fremont Investment and Loan December 2004 - November 2008
People’s Choice Home Loan, Inc. April 2004 - December 2004
Option One Mortgage Corporation September 1998 - April 2004
Option One Mortgage Corporation March 1997 - September 1998
Skills
Loans, Loan Servicing, Mortgage Lending, Mortgage Banking, Banking, Vendor Management, Management
Education
Philippine School of Business Administration 1982 — 1986
BA, Accounting
American Advisors Group August 2012 - Present
Fremont Investment and Loan December 2004 - November 2008
Fremont Investment and Loan December 2004 - November 2008
People’s Choice Home Loan, Inc. April 2004 - December 2004
Option One Mortgage Corporation September 1998 - April 2004
Option One Mortgage Corporation March 1997 - September 1998
Skills
Loans, Loan Servicing, Mortgage Lending, Mortgage Banking, Banking, Vendor Management, Management
Education
Philippine School of Business Administration 1982 — 1986
BA, Accounting
Bob Emerling's American Advisors Group Experience March 2011 - October 2011
Job Banking, Mortgage, and Consumer Loan Executive
Industry Banking
Experience
Silvergate Bank October 2011 - July 2014
American Advisors Group March 2011 - October 2011
FHA Partners May 2009 - September 2011
Financial Freedom October 2004 - June 2009
Skills
Leadership, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, Credit, Refinance, Underwriting, Banking, Credit Analysis, Risk Management, Reverse Mortgages, Finance, Financial Analysis, Mortgage Underwriting, FHA financing, Real Estate Financing, Real Estate
Education
Eastern Illinois University
BS, Psychology, minor in Math and Business
Silvergate Bank October 2011 - July 2014
American Advisors Group March 2011 - October 2011
FHA Partners May 2009 - September 2011
Financial Freedom October 2004 - June 2009
Skills
Leadership, Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, Credit, Refinance, Underwriting, Banking, Credit Analysis, Risk Management, Reverse Mortgages, Finance, Financial Analysis, Mortgage Underwriting, FHA financing, Real Estate Financing, Real Estate
Education
Eastern Illinois University
BS, Psychology, minor in Math and Business
Nicole Dodd's American Advisors Group Experience April 2007 - October 2010
Job Sr. Loan Processor
Industry Banking
Experience
Bridgeview Bank Mortgage August 2014 - Present
PacTrust Bank October 2010 - August 2013
American Advisors Group April 2007 - October 2010
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, Residential Mortgages, Credit, FHA financing, VA loans, Mortgage Underwriting, Reverse Mortgages, Credit Analysis, Banking, USDA, Underwriting, Government Loans, Mortgage Servicing, Loan Servicing, Finance
Education
University of California, Riverside 2000 — 2004
English/Education
Bridgeview Bank Mortgage August 2014 - Present
PacTrust Bank October 2010 - August 2013
American Advisors Group April 2007 - October 2010
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Loans, Refinance, Residential Mortgages, Credit, FHA financing, VA loans, Mortgage Underwriting, Reverse Mortgages, Credit Analysis, Banking, USDA, Underwriting, Government Loans, Mortgage Servicing, Loan Servicing, Finance
Education
University of California, Riverside 2000 — 2004
English/Education
EDMUND GAREY's American Advisors Group Experience July 2014 - April 2015
Job Reverse Mortgage Loan Officer at American Advisors Group, Inc. (AAG Reverse Mortgage)
Industry Retail
Experience
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - Present
APPLIANCE SMART October 2004 - Present
American Advisors Group July 2014 - April 2015
New Penn Financial LLC August 2013 - April 2014
Lending Solutions Inc January 2012 - April 2013
LOWES HOME IMPROVEMENT December 2001 - April 2004
Home Depot Expo Design Center January 1997 - November 2000
Radio Shack January 1982 - April 1991
Skills
Kitchen Cabinets, Sales, Inventory Management, Retail, Merchandising, Inventory Control, Loss Prevention, Store Management, Customer Service, Visual Merchandising, Customer Satisfaction, Retail Sales, Microsoft Office, Time Management, Profit
Education
Iona College 1980 — 1982
ASSOCIATES, RADIO AND TV BROADCASTING
American Advisors Group, Inc. (AAG Reverse Mortgage) July 2014 - Present
APPLIANCE SMART October 2004 - Present
American Advisors Group July 2014 - April 2015
New Penn Financial LLC August 2013 - April 2014
Lending Solutions Inc January 2012 - April 2013
LOWES HOME IMPROVEMENT December 2001 - April 2004
Home Depot Expo Design Center January 1997 - November 2000
Radio Shack January 1982 - April 1991
Skills
Kitchen Cabinets, Sales, Inventory Management, Retail, Merchandising, Inventory Control, Loss Prevention, Store Management, Customer Service, Visual Merchandising, Customer Satisfaction, Retail Sales, Microsoft Office, Time Management, Profit
Education
Iona College 1980 — 1982
ASSOCIATES, RADIO AND TV BROADCASTING
Gregory Broomfield's American Advisors Group Experience January 2014 - May 2014
Job Reverse Mortgage Consultant at Texas Reverse Mortgage
Industry Financial Services
Experience
Texas Reverse Mortgage January 2015 - Present
360 Mortgage Group June 2014 - December 2014
American Advisors Group January 2014 - May 2014
Reverse Mortgage USA April 2011 - December 2013
Generation Mortgage Co. 2010 - 2011
Novation Mortgage July 2004 - October 2007
Wells Fargo Home Mortgage March 2004 - April 2006
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Change Management, Business Analysis, Strategic Planning, Microsoft Word, Team Building, Finance, Loans, Reverse Mortgages, Loan Origination, FHA, New Business Development, Mortgage Banking, Residential Mortgages, Refinance, Mortgage Lending, Property Management
Education
Georgia Tech 1971 — 1973
University of Wisconsin-Madison
Trust Operations in Banking, School for Banking
Texas Reverse Mortgage January 2015 - Present
360 Mortgage Group June 2014 - December 2014
American Advisors Group January 2014 - May 2014
Reverse Mortgage USA April 2011 - December 2013
Generation Mortgage Co. 2010 - 2011
Novation Mortgage July 2004 - October 2007
Wells Fargo Home Mortgage March 2004 - April 2006
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Financial Analysis, Credit, Customer Service, Project Management, Change Management, Business Analysis, Strategic Planning, Microsoft Word, Team Building, Finance, Loans, Reverse Mortgages, Loan Origination, FHA, New Business Development, Mortgage Banking, Residential Mortgages, Refinance, Mortgage Lending, Property Management
Education
Georgia Tech 1971 — 1973
University of Wisconsin-Madison
Trust Operations in Banking, School for Banking
Nancy McConnell's American Advisors Group Experience November 2014 - Present
Job Loan officer reverse mortgages
Industry Real Estate
Experience
American Advisors Group November 2014 - Present
M. D. Webb & Associates March 2008 - Present
Education
Lansdale School of Business 2005 — 2006
Associate's degree Business Administration, Paralegal, 3.8
University of Miami
Marketing
American Advisors Group November 2014 - Present
M. D. Webb & Associates March 2008 - Present
Education
Lansdale School of Business 2005 — 2006
Associate's degree Business Administration, Paralegal, 3.8
University of Miami
Marketing
Ashley Arroliga's American Advisors Group Experience August 2012 - November 2014
Job Reverse Mortgage Consultant
Industry Financial Services
Experience
Lenox Financial November 2014 - Present
American Advisors Group August 2012 - November 2014
CarMax March 2011 - August 2012
Starbucks September 2005 - May 2011
The Cheesecake Factory April 2006 - December 2009
Skills
Sales, Leadership, Leadership Development, Team Building, Training, Mortgage Lending, Reverse Mortgages, FHA financing, Teamwork, Psychology, Customer Service, Recruiting, Public Speaking, Social Media, Event Management, PowerPoint, Microsoft Office
Education
Thomas Edison State College 2010 — 2014
Bachelor's Degree, Psychology
Irvine Valley College 2006 — 2009
AA, Social and Behavioral Studies
Lenox Financial November 2014 - Present
American Advisors Group August 2012 - November 2014
CarMax March 2011 - August 2012
Starbucks September 2005 - May 2011
The Cheesecake Factory April 2006 - December 2009
Skills
Sales, Leadership, Leadership Development, Team Building, Training, Mortgage Lending, Reverse Mortgages, FHA financing, Teamwork, Psychology, Customer Service, Recruiting, Public Speaking, Social Media, Event Management, PowerPoint, Microsoft Office
Education
Thomas Edison State College 2010 — 2014
Bachelor's Degree, Psychology
Irvine Valley College 2006 — 2009
AA, Social and Behavioral Studies
Steve Fennell's American Advisors Group Experience January 2011 - Present
Job Loan Officer
Industry Real Estate
Experience
American Advisors Group January 2011 - Present
Bank of America January 2008 - 2010
CashCall November 2003 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++, C, Teaching, HTML, Loans, Loan Origination, Credit, Budgets, Banking, Sales, Mortgage Lending, Mortgage Banking
Education
The University of British Columbia / UBC
American Advisors Group January 2011 - Present
Bank of America January 2008 - 2010
CashCall November 2003 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++, C, Teaching, HTML, Loans, Loan Origination, Credit, Budgets, Banking, Sales, Mortgage Lending, Mortgage Banking
Education
The University of British Columbia / UBC
Amy DeLong's American Advisors Group Experience January 2014 - Present
Job DE Underwriter at American Advisors Group
Industry Financial Services
Experience
American Advisors Group January 2014 - Present
Reverse Mortgage USA August 2012 - December 2013
MetLife Home Loans June 2008 - July 2012
Everbank Reverse 2007 - 2008
Skills
Reverse Mortgages, FHA, Mortgage Banking, Mortgage Lending, Credit Analysis, Refinance, Residential Mortgages, Loan Origination, Loans, Underwriting, Credit, Banking, Credit Risk, Mortgage Marketing, Mortgage Underwriting, First Time Home Buyers, Real Estate, FHA financing, Investment Properties
Education
Concordia College-New York 1988 — 1990
Bachelors, Business
Long Island University, Southampton Campus 1986 — 1988
American Advisors Group January 2014 - Present
Reverse Mortgage USA August 2012 - December 2013
MetLife Home Loans June 2008 - July 2012
Everbank Reverse 2007 - 2008
Skills
Reverse Mortgages, FHA, Mortgage Banking, Mortgage Lending, Credit Analysis, Refinance, Residential Mortgages, Loan Origination, Loans, Underwriting, Credit, Banking, Credit Risk, Mortgage Marketing, Mortgage Underwriting, First Time Home Buyers, Real Estate, FHA financing, Investment Properties
Education
Concordia College-New York 1988 — 1990
Bachelors, Business
Long Island University, Southampton Campus 1986 — 1988
Kenny Moxey's American Advisors Group Experience January 2012 - Present
Job Reverse Mortgage Professional at American Advisors Group
Industry Financial Services
Experience
American Advisors Group January 2012 - Present
Ashworth College January 2011 - May 2012
Skills
NMLS Licensed, Reverse Mortgages, Sales, Customer Service, Finance, Loans, Retirement, Mortgage Lending, Loan Origination, Sales Management, Refinance, Credit, Team Leadership, Strategic Planning, Banking, FHA, Mortgage Banking, Microsoft Excel, Business Development, Real Estate, Marketing, Negotiation, Outlook, Microsoft Office
Education
American InterContinental University-South Florida 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.5
American InterContinental University-South Florida 2001 — 2004
Bachelors Business Administration, Marketing, Finance, 3.12
American Advisors Group January 2012 - Present
Ashworth College January 2011 - May 2012
Skills
NMLS Licensed, Reverse Mortgages, Sales, Customer Service, Finance, Loans, Retirement, Mortgage Lending, Loan Origination, Sales Management, Refinance, Credit, Team Leadership, Strategic Planning, Banking, FHA, Mortgage Banking, Microsoft Excel, Business Development, Real Estate, Marketing, Negotiation, Outlook, Microsoft Office
Education
American InterContinental University-South Florida 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.5
American InterContinental University-South Florida 2001 — 2004
Bachelors Business Administration, Marketing, Finance, 3.12
Josh Barrows's American Advisors Group Experience March 2011 - April 2015
Job Executive Recruiter at Ledgent
Industry Staffing and Recruiting
Experience
Ledgent July 2015 - Present
American Advisors Group March 2011 - April 2015
Robert Half Finance & Accounting 2008 - 2010
CashCall, Inc. 2005 - 2008
Skills
Loan Origination, Banking, Loans, Mortgage Banking, Recruiting, Credit, Finance, Real Estate, Sales, Sales Management, Business Development, Marketing, Negotiation, New Business Development, Team Leadership, Account Management, Process Improvement, Reverse Mortgages, Leadership, FHA, Refinance, VA loans, Cold Calling, Residential Mortgages
Education
California State University-Fullerton
Ledgent July 2015 - Present
American Advisors Group March 2011 - April 2015
Robert Half Finance & Accounting 2008 - 2010
CashCall, Inc. 2005 - 2008
Skills
Loan Origination, Banking, Loans, Mortgage Banking, Recruiting, Credit, Finance, Real Estate, Sales, Sales Management, Business Development, Marketing, Negotiation, New Business Development, Team Leadership, Account Management, Process Improvement, Reverse Mortgages, Leadership, FHA, Refinance, VA loans, Cold Calling, Residential Mortgages
Education
California State University-Fullerton
Kathi Voss's American Advisors Group Experience July 2012 - October 2012
Job Senior Funder at CMG Financial
Industry Financial Services
Experience
CMG Financial November 2012 - Present
American Advisors Group July 2012 - October 2012
MetLife Home Loans February 2009 - July 2012
Emerald Paralegal Services February 1994 - December 2011
American Home Mortgage Servicing February 2002 - February 2009
Citi March 1999 - June 2002
Tra-Tara February 1990 - August 1999
Miller and Aubin, Esqs. September 1994 - August 1997
Law Offices of Barry Friedman, Esq, April 1981 - October 1986
Skills
Notary Public, Real Estate, First Time Home Buyers, Mortgage Underwriting, Investment Properties, Credit, Residential Homes, Underwriting, Closings, Credit Analysis, Banking, Escrow, Mortgage Servicing, Title Insurance, Foreclosures, REO, Finance, Real Estate Law, Funding, Home Equity Loans, Home Equity Lines of..., Purchasing, Purchase Contracts, Trusts, ALTA Surveys
Education
Florida International University - College of Law 1994 — 1996
Bachelor's degree, Law
Marist College 1983 — 1985
Master's degree, Clinical Psychology
Dutchess Community College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Legal Studies, General, Clinical Psychology
CMG Financial November 2012 - Present
American Advisors Group July 2012 - October 2012
MetLife Home Loans February 2009 - July 2012
Emerald Paralegal Services February 1994 - December 2011
American Home Mortgage Servicing February 2002 - February 2009
Citi March 1999 - June 2002
Tra-Tara February 1990 - August 1999
Miller and Aubin, Esqs. September 1994 - August 1997
Law Offices of Barry Friedman, Esq, April 1981 - October 1986
Skills
Notary Public, Real Estate, First Time Home Buyers, Mortgage Underwriting, Investment Properties, Credit, Residential Homes, Underwriting, Closings, Credit Analysis, Banking, Escrow, Mortgage Servicing, Title Insurance, Foreclosures, REO, Finance, Real Estate Law, Funding, Home Equity Loans, Home Equity Lines of..., Purchasing, Purchase Contracts, Trusts, ALTA Surveys
Education
Florida International University - College of Law 1994 — 1996
Bachelor's degree, Law
Marist College 1983 — 1985
Master's degree, Clinical Psychology
Dutchess Community College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Legal Studies, General, Clinical Psychology
William Freeling's American Advisors Group Experience March 2012 - Present
Job Reverse Mortgage Professional at American Advisors Group
Industry Banking
Experience
American Advisors Group March 2012 - Present
Education
San Diego State University-California State University
B.S>, Economics
University of Redlands
Master of Business Administration (MBA)
American Advisors Group March 2012 - Present
Education
San Diego State University-California State University
B.S>, Economics
University of Redlands
Master of Business Administration (MBA)
Rocio Barton's American Advisors Group Experience January 2012 - Present
Job QC Manager at American Advisors Group
Industry Banking
Experience
American Advisors Group January 2012 - Present
Financial Freedom April 2005 - December 2011
Bank of America March 1999 - September 2003
Skills
Mortgage Lending, Financial Analysis, Auditing, Credit, Banking, Loan Origination, Mortgage Banking, FHA, Underwriting, Residential Mortgages, Loans, Mortgage Underwriting, Finance
Education
Cal State Fullerton 2007 — 2012
Bachelor's degree, Finance, General
Santa Ana College 1999 — 2005
Associate's degree, Economics
American Advisors Group January 2012 - Present
Financial Freedom April 2005 - December 2011
Bank of America March 1999 - September 2003
Skills
Mortgage Lending, Financial Analysis, Auditing, Credit, Banking, Loan Origination, Mortgage Banking, FHA, Underwriting, Residential Mortgages, Loans, Mortgage Underwriting, Finance
Education
Cal State Fullerton 2007 — 2012
Bachelor's degree, Finance, General
Santa Ana College 1999 — 2005
Associate's degree, Economics
Jackie Macias's American Advisors Group Experience November 2013 - Present
Job Quality Assurance
Industry Financial Services
Experience
Loan Depot May 2015 - Present
American Advisors Group November 2013 - Present
JP MORGAN CHASE December 2012 - Present
JPMorgan Chase October 2011 - December 2012
TRI STARS REALTY November 2005 - July 2012
OPTION ONE MORTGAGE June 2000 - August 2005
Option One Mortgage May 1998 - June 2000
AMERICREDIT MORTGAGE September 1996 - May 1998
Skills
Loans, Training, Mortgage Banking, Mortgage Lending, FHA, Foreclosures, USDA, REO, Investment Properties, Real Estate, Underwriting, Loan Modifications, Appraisals, Loan Origination, Loss Mitigation, Refinance, Residential Mortgages, Loan Servicing, Mortgage Servicing, Credit, Default, Mortgage Underwriting, Property, VA loans, FHA financing, VA Loans, FHA Financing
Education
Santa Ana College 2012 — 2013
SKADRON BUSINESS COLLEGE 1992 — 1993
Diploma, Business Administration and Management, General, 4.0 GPA Salutatorian of graduating class
Loan Depot May 2015 - Present
American Advisors Group November 2013 - Present
JP MORGAN CHASE December 2012 - Present
JPMorgan Chase October 2011 - December 2012
TRI STARS REALTY November 2005 - July 2012
OPTION ONE MORTGAGE June 2000 - August 2005
Option One Mortgage May 1998 - June 2000
AMERICREDIT MORTGAGE September 1996 - May 1998
Skills
Loans, Training, Mortgage Banking, Mortgage Lending, FHA, Foreclosures, USDA, REO, Investment Properties, Real Estate, Underwriting, Loan Modifications, Appraisals, Loan Origination, Loss Mitigation, Refinance, Residential Mortgages, Loan Servicing, Mortgage Servicing, Credit, Default, Mortgage Underwriting, Property, VA loans, FHA financing, VA Loans, FHA Financing
Education
Santa Ana College 2012 — 2013
SKADRON BUSINESS COLLEGE 1992 — 1993
Diploma, Business Administration and Management, General, 4.0 GPA Salutatorian of graduating class
Desiree Simmons's American Advisors Group Experience February 2013 - May 2014
Job Administrative Assistant
Industry Wholesale
Experience
Girl Skateboards May 2014 - February 2015
American Advisors group February 2013 - May 2014
Skills
Customer Service, Outlook, Sales, Marketing, Leadership, Team Building, Microsoft Office, Sales Management, Microsoft Word, PowerPoint
Education
Saddleback College
Business Administration and Management, General
Girl Skateboards May 2014 - February 2015
American Advisors group February 2013 - May 2014
Skills
Customer Service, Outlook, Sales, Marketing, Leadership, Team Building, Microsoft Office, Sales Management, Microsoft Word, PowerPoint
Education
Saddleback College
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY