ASSURITY FINANCIAL SERVICES, LLC
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ASSURITY FINANCIAL SERVICES, LLC Employees
Panorama Government Solutions August 2012 - Present
Panorama Consulting Solutions January 2011 - Present
AMC Alameda Mortgage Corporation Since 1968 April 2011 - December 2011
VC Mortgage Banking Equity Group 2010 - May 2011
Assurity Financial Services, LLC 2008 - 2010
Pacific Mutual Real Estate Investment Trust March 2000 - February 2009
CityMutual Financial 1998 - 2008
Skills
Start-ups, Business Process..., Strategy, Business Development, Risk Management, Change Management, Strategic Planning, Executive Management, Operations Management, Mortgage Banking, Process Improvement, Leadership, Management Consulting, ERP, Finance, Management, Negotiation, Financial Analysis, Mergers, International Business..., Government Procurement, Government Contracting, International Relations, Business Transformation, Spanish-speaking, Loans, Credit, Portfolio Management, Enterprise Software, Mergers & Acquisitions, Banking, Consulting, Entrepreneurship, Integration, Training, Marketing, Investments, Project Management, Analytics, Governance, IV&V, Business Process..., Lean Transformation, Expert Witness, Project Recovery, Project Management..., Governmental Affairs, International..., International Political..., ERP Selection
Education
Harvard Business School 2002 — 2003
The George Washington University 1995 — 1996
Campaign Strategy Summer Scholars Program
University of California, Berkeley 1991 — 1996
B.A/B.S.
Leadership Denver Alumni
Swan Energy, Inc. March 2014 - Present
Lockheed Martin June 2012 - February 2013
Dex One September 2011 - April 2012
NIA Consulting/Interthinx July 2009 - June 2011
Wells Fargo Financial July 2008 - June 2009
Assurity Financial Services LLC August 2007 - July 2008
T. Rowe Price February 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Technologies, Access, SPSS, SharePoint, Pivot Tables, Adobe Acrobat, Apple, Mac, Mac OS X, Blackberry, Salesforce.com, Google Adwords, Google Webmaster Tools, Calyx Point, Outlook, iPhone, iPad, Windows 2000, Windows Vista, Windows 7, Microsoft Dynamics, WMS Implementations, CRM
Education
University of Colorado Colorado Springs 2003 — 2006
Bachelor of Arts (BA), Political Science and Government
University of Colorado Boulder 2001 — 2003
Political Science & Finance
Redwood Trust, Inc. March 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. October 2012 - Present
Konica Minolta Busines Solutions U.S.A., INC. October 2009 - October 2012
ASSURITY FINANCIAL SERVICES, LLC 2008 - 2009
Aurora Loan Services 2004 - 2008
Indymac Bank 2003 - 2004
COUNTRYWIDE HOME LOANS 2002 - 2003
Countrywide January 2001 - February 2002
CITIGATE CORPORATE BRANDING January 2001 - January 2002
PETER ENGEL PRODUCTIONS/NBC January 2000 - January 2001
Skills
Mortgage Lending, Loans, CRM, Banking, Credit, Sales, Salesforce.com, Financial Analysis, Underwriting, Cold Calling, Leadership, Management, Finance, Training
Education
University of Denver 1996 — 2000
University of Denver 1996 — 2000
Bachelor of Arts, Communications; Business Administration
St. Francis High School
FORTUNE HI-TECH MARKETING, INC February 2010 - Present
Hearst Seattle Media (Seattle Post-Intelligence) November 2009 - November 2010
Idearc Media January 2009 - November 2009
KONICA MINOLTA BUSINESS SOLUTIONS U.S February 2008 - January 2009
The Daxter Group February 2007 - February 2008
ASSURITY FINANCIAL SERVICES, LLC February 2006 - February 2007
Education
Bellevue University 2009 — 2010
BS, Marketing Management
Arizona State University 2003 — 2006
BS, Communications
Arizona State University 2003 — 2006
Arizona State University
BS, Communications
Arizona State University
BS, Communications
Bellevue University
BS, Marketing Management
Bellevue University
BS, Marketing Management
Enterprise Consulting Services January 2009 - Present
Sign Here, LLC October 2010 - Present
Red Jacket Resorts June 2013 - September 2013
FirstBank/Intellisource Temporary Agency March 2013 - June 2013
Affordable Interest Mortgage August 2010 - June 2011
Assurity Financial Services, LLC January 2007 - March 2009
Homecomings Financial/GMAC Bank January 2001 - December 2006
American Cancer Society January 1999 - January 2001
HealthOne/Rose Medical Center January 1993 - January 1999
Gaylord Hospital 1983 - 1985
Skills
Mortgage, Healthcare, Mortgage Lending, Leadership, Customer Service, Loans, Program Management, Customer Satisfaction, Time Management, FHA, Event Planning, Fundraising, Process Improvement, Finance, Insurance, Team Building, Coaching, Sales, Training, Strategic Planning, Sales Management, Management, Account Management, Residential Mortgages, Mortgage Banking, Banking, Marketing
Education
The University of Connecticut
Bachelor's of Science Degree
Plymouth State University
LenderLive Network February 2014 - Present
LenderLive Network, Inc. February 2012 - January 2014
AMC Alameda Mortgage Corporation May 2011 - December 2011
LenderLive Network, Inc. September 2010 - May 2011
Assurity Financial Services, LLC August 2003 - February 2010
Information Management Research, Inc. August 1999 - January 2005
Captaris 2004 - 2005
Optimus Corporation November 1996 - August 1999
USMC June 1990 - June 1994
Skills
SharePoint, VMware ESX, DataTrac, Sonicwall, Encompass, Microsoft Exchange, DNS, Active Directory, VMware, Citrix, Servers, Vendor Management, Microsoft SQL Server, IIS, System Administration, Network Engineering, Cisco Technologies, ITIL v3 Foundations..., ITIL, Management, Visio, Software Documentation, Integration, Networking, Technical Support, Security, Network Administration, Firewalls, CRM, Databases, Software Development, SAN, Microsoft Technologies, Business Continuity, SonicWALL, Disaster Recovery, Business Analysis, Enterprise Software, Process Improvement, SDLC, Leadership, Information Technology, Infrastructure, Solution Architecture, Windows Server, Testing
Education
Colorado State University 2010 — 2012
Bachelor of Science (B.S.), Business Management & Accounting
Cisco Systems, Inc. July 2006 - Present
Glass, Lewis & Co., LLC January 2006 - June 2006
Assurity Financial Services, LLC March 2005 - December 2005
CaseBauer & Associates, LLC 2004 - 2005
Skills
Supply Chain Management, Benchmarking, GIS, Market Research, Concept Development, Problem Solving, Globalization, Strategic Analysis, Innovation, Futurist, Futurism, Analysis, Cross-functional Team..., Business Strategy, Project Management, Strategy, Enterprise Software, Program Management, Vendor Management, New Business Development, SaaS, Business Intelligence, Change Management, International Business, Sales, Training, Go-to-market Strategy, Forecasting, Management Consulting, Product Management, Supply Chain
Education
Northern Arizona University 2002 — 2003
MBA
Hogeschool INHOLLAND 1997 — 2001
BA
The Kay Law Firm, LLC August 2010 - Present
Assurity Financial Services, LLC October 2005 - May 2010
Patterson, Nuss & Seymour, P. C. April 1999 - September 2005
Colorado Attorney General's Office April 1986 - March 1999
University of Denver College of Law January 1998 - January 1999
United States Trustee's Office, District of Colorado February 1984 - March 1986
McKie and Associates August 1981 - March 1986
Zarlengo, Mott and Zarlengo June 1979 - August 1981
Skills
Litigation, Appeals, Intellectual Property, Hearings, Administrative Law, Employment Law, Legal Writing, Trade Secrets, Courts, Trials, Torts, Legal Research, Civil Litigation, Licensing, Bankruptcy, Discrimination, Business Litigation, Insurance Law, Construction Law, Pleadings, Real Estate Transactions, Depositions, Jury Trials, Class Actions, Employment..., Creditors' Rights, Commercial Litigation, Civil Rights, Personal Injury, Arbitration, Banking Law, Corporate Law, Legal Assistance, Mediation, Estate Planning, Litigation Support
Education
University of Denver - Sturm College of Law 1978 — 1981
Jurid Doctor - J. D., Law
Brigham Young University 1973 — 1978
Bachelor of Science, Business Administration (finance); Accounting; Economics
Trust Company of America August 2008 - Present
Assurity Financial Services, LLC 2003 - 2008
Education
Colorado State University 1999 — 2003
BBA, Finance
Dale Carnegie "HIP"
John Marshall
John Marshall
John Marshall
Jeppesen, a Boeing Company June 2015 - Present
Nevada State College June 2014 - June 2015
Rocky Mountain College of Art + Design March 2011 - May 2014
Alta Colleges Inc. June 2008 - March 2011
Retail Concepts, Inc January 2008 - May 2008
Westwood College Online November 2006 - October 2007
Assurity Financial Services, LLC February 2006 - September 2006
Skills
Project Manager, Content Editor, Technical Writer, E-Learning, Instructional Design, Dreamweaver, Web Design, ADDIE, Flash, Camtasia, Illustrator, Graphic Design, Adobe Acrobat, Learning Management..., CSS, Teaching, Moodle, InDesign, Adult Education, Adobe Fireworks, HTML, Multimedia, Curriculum Development, Instructional Technology, Higher Education, Distance Learning, Captivate
Education
Capella University 2012 — 2013
Doctorate of Education (EdD) Candidate, Educational Leadership and Management, A
University of Colorado Denver 2009 — 2010
Master's, Information and Learning Technologies
Rocky Mountain College of Art and Design 2000 — 2003
Bachelor's, Graphic Design & Interactive Media
Front Range Community College 1998 — 2000
Associates, Multimedia
mywedding.com October 2013 - Present
mywedding.com June 2012 - October 2013
mywedding.com February 2010 - June 2012
Crate & Barrel October 2007 - February 2010
Colorado Colfax Marathon February 2009 - May 2009
Assurity Financial Services, LLC December 2007 - September 2008
SCME Mortgage Bankers February 2007 - October 2007
Enterprise Rent-A-Car May 2004 - February 2007
Skills
Cold Calling, Consultative Selling, Customer Service, Advertising Sales, Sales Management, Online Advertising, Account Management, Advertising, B2B, CRM, Email Marketing, Event Planning, Lead Generation, Marketing, SaaS, Sales, Sales Operations, Salesforce.com, Selling, Training
Education
The University of North Dakota 2000 — 2004
B.B.A, Marketing
American InterContinental University 2003 — 2003
Fashion Marketing
Mercury Payment Systems May 2013 - Present
Mercury Payment Systems February 2012 - May 2013
Tamayo: A Richard Sandoval Restaurant June 2011 - November 2011
Bistro Vendôme March 2011 - May 2011
Four Crows Inc. - Southold, NY May 2010 - July 2010
Avnet Technology Solutions May 2007 - September 2008
Assurity Financial Services, LLC October 2006 - April 2007
Organon Pharmaceuticals USA Inc. May 2004 - August 2004
Skills
Sales Operations, New Business Development, Customer Service, Program Management, Sales, Public Speaking, Electronic Payments, SaaS, Sales Process, Account Management, B2B, Pricing, Salesforce.com, Start-ups, Business Development
Education
University of Colorado at Boulder 2002 — 2006
B.A., Economics
Life Care Centers of America January 2014 - Present
Ensign Services April 2012 - January 2014
Peoples National Bank and Mortgage September 2011 - April 2012
Peoples National bank May 2010 - November 2010
Trident Seafoods June 2009 - May 2010
Assurity Financial Services, LLC January 2002 - August 2009
Humanvoice 2000 - 2001
Skills
Strategic Planning, Sales Management, Public Speaking, Risk Management, Mortgage Industry, Managing Employees, Profit & Loss Management, System Design, Honesty, Common Sense, Change Management, Mortgage Lending, Leadership, Income Statement, Marketing, Management, Executive Management, P&L Management, Business Development, Healthcare, Team Building, Customer Service, Sales, Healthcare Management
Education
Colorado State University-Pueblo 1999 — 2000
MBA, Business
Brigham Young University 1993 — 1998
"BS", Agribusiness/Agricultural Business Operations
Rye High School 1986 — 1990
Diploma, General Studies
LINC ENERGY LTD April 2011 - Present
The Bates Law Firm May 2010 - June 2011
WBS Connect, LLC September 2008 - December 2009
Assurity Financial Services, LLC March 2007 - September 2008
Judge Edwin Felter August 2006 - November 2006
Law Office of Larry Henning July 2006 - August 2006
Children's Hospital, Child Protection June 2005 - November 2005
Skills
Intellectual Property, Employment Law, Mergers & Acquisitions, Mediation, Licensing, Contract Management, Legal Writing, Trademarks, Corporate Law, Management, Mergers, Arbitration, Policy, Legal Issues, Legal Research, Litigation, Courts, Employee Benefits, Energy, Human Resources, Microsoft Office, Insurance
Education
University of Denver - Sturm College of Law 2003 — 2006
J.D., Law
University of Colorado Boulder 1999 — 2003
B.A., Political Science/European History
EquiLease One, LLC September 2008 - Present
ASSURITY FINANCIAL SERVICES, LLC December 2007 - September 2008
HEARTLAND WHOLESALE FUNDING June 2007 - October 2007
Washington Mutual/Long Beach Mortgage March 1996 - May 2007
Skills
Project Finance, Funding, New Business Development, Business, Life Settlements, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Credit, Sales Management, Refinance, Finance, Financial Analysis, Sales, FHA financing, Insurance, Underwriting, Due Diligence, Investment Properties, USDA, Risk Management, Investments, Commercial Lending, Credit Analysis, Banking, Credit Risk, Portfolio Management, Reverse Mortgages, Real Estate, Loan Servicing, FHA, Negotiation, Residential Mortgages, Executive Management, Real Estate Economics, Financial Structuring, Financial Services, Relationship Management, Mutual Funds, Small Business, Start-ups, Analysis, Securities, Business Planning, Business Development, Equities, Real Estate Financing, Commercial Real Estate, Asset Management
Education
Governors State University 1985 — 1986
Master of Arts, Media Communications
Governors State University 1983 — 1985
Bachelor of Arts, Media Communications
Automobile Club of Southern California January 2010 - Present
AIG December 2008 - January 2010
Assurity Financial Services LLC November 2007 - November 2008
Fidelity Mortgage Inc. July 2002 - November 2007
ADT Security Services August 2001 - July 2002
Skills
Business Development, Finance, Insurance, Start-ups, Management Consulting, Risk Management, Leadership, Team Building, Management, Training, Marketing, Account Management, Negotiation, Customer Service, New Business Development, Recruiting, Sales, Sales Management
Education
Geneva College 1998 — 2001
Bachelors of Science, Business Administration
Geneva College 1998 — 2001
Public Relations / Image Management Minor, Business Administration and Management, General
Sierra Pacific Mortgage Company, Inc. June 2015 - Present
GVC Mortgage, Inc. October 2014 - June 2015
ClearVision Funding January 2014 - October 2014
Michigan Mutual March 2012 - August 2013
Assurity Financial Services LLC January 2007 - February 2010
Novastar Mortgage Inc January 2001 - August 2007
North American Mortgage Company January 2000 - January 2002
New Jersey Mortgage and Investment Company January 1999 - January 2000
IMC Mortgage Company January 1996 - January 1999
Option One Mortgage Corporation January 1995 - January 1996
Skills
Residential Mortgages, Selling, Underwriting, Loans, Sales Management, Management, Mortgage Banking, Sales, Mortgage Lending, FHA, Refinance, Banking, Loan Origination, Credit, Credit Analysis, Customer Service, Insurance, FHA financing, USDA, FHA Financing
Education
JFK
Kent State University
Bachelor, Business Administration; Marketing and Business Management