Balboa Capital
Industry: Company
DescriptionBalboa Capital Corporation is a privately held independent financing company based in Costa Mesa, California. Headquarters: Costa Mesa, CA Founded: 1988 Subsidiary: Balboa Capital Corporation, Asset Management Arm
Balboa Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Balboa Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Balboa Capital Salaries. You can even request information on how much does Balboa Capital pay if you want to. Learn about salaries, pros and cons of working for Balboa Capital directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
304 Balboa Capital employees in database. Find out everything there's to know about Balboa Capital employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Balboa Capital Employees
Employee
Years
Job
Industry
Rafaella da Hora Rafaella da Hora's Balboa Capital Experience October 2013 - Present
Job Regional Manager Office Products at Balboa Capital
Industry Financial Services
Experience
Balboa Capital October 2013 - Present
Balboa Capital August 2013 - October 2013
Isle of Capri Hotel April 2012 - December 2012
CCI: Channel Management Solutions December 2008 - August 2011
CCI: Channel Management Solutions January 2008 - December 2008
Saint Ambrose University January 2008 - May 2008
Skills
Fluent in English,..., Spanish, Quality Assurance, International Business, Channel Marketing, Marketing Communications, Customer Service, Multi-channel Marketing, Lead Generation, Marketing, Marketing Strategy, Cross-functional Team..., Management, Salesforce.com, Training, Market Research, Teamwork, Channel Partners, Social Media, Portuguese, Account Management, Process Improvement, B2B, International Relations, International Marketing, French, Budgets, Competitive Analysis, Strategic Partnerships, Business Development, Product Management, Project Management, Product Marketing, Program Management
Education
St. Ambrose University 2005 — 2007
Bachelors, International Business and International Studies
Universidade Estadual de Santa Cruz 2002 — 2005
Associates, LEA - International Studies and Foreign Languages
Université de La Rochelle 2003 — 2004
Study Abroad/Exchange Program, International Business and International Studies
Balboa Capital October 2013 - Present
Balboa Capital August 2013 - October 2013
Isle of Capri Hotel April 2012 - December 2012
CCI: Channel Management Solutions December 2008 - August 2011
CCI: Channel Management Solutions January 2008 - December 2008
Saint Ambrose University January 2008 - May 2008
Skills
Fluent in English,..., Spanish, Quality Assurance, International Business, Channel Marketing, Marketing Communications, Customer Service, Multi-channel Marketing, Lead Generation, Marketing, Marketing Strategy, Cross-functional Team..., Management, Salesforce.com, Training, Market Research, Teamwork, Channel Partners, Social Media, Portuguese, Account Management, Process Improvement, B2B, International Relations, International Marketing, French, Budgets, Competitive Analysis, Strategic Partnerships, Business Development, Product Management, Project Management, Product Marketing, Program Management
Education
St. Ambrose University 2005 — 2007
Bachelors, International Business and International Studies
Universidade Estadual de Santa Cruz 2002 — 2005
Associates, LEA - International Studies and Foreign Languages
Université de La Rochelle 2003 — 2004
Study Abroad/Exchange Program, International Business and International Studies
Lauren Vartanian Lauren Vartanian's Balboa Capital Experience October 2014 - Present
Job Marketing Project Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital October 2014 - Present
Balboa Capital July 2011 - October 2014
Skills
Social Media Marketing, Lead Generation, Marketing, Email Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Management, Microsoft Excel, Social Media, Marketing Communications, Graphic Design, New Business Development, Business Strategy, Digital Media, Adobe Creative Suite, Business Development, Leadership, Project Management
Education
California State University-Long Beach 2006 — 2010
Bachelor of Science (B.S.), Business Marketing
Balboa Capital October 2014 - Present
Balboa Capital July 2011 - October 2014
Skills
Social Media Marketing, Lead Generation, Marketing, Email Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Management, Microsoft Excel, Social Media, Marketing Communications, Graphic Design, New Business Development, Business Strategy, Digital Media, Adobe Creative Suite, Business Development, Leadership, Project Management
Education
California State University-Long Beach 2006 — 2010
Bachelor of Science (B.S.), Business Marketing
Edward Chhun's Balboa Capital Experience January 2014 - March 2014
Job Experienced Account Manager Client Services
Industry Marketing and Advertising
Experience
JNR Incorporated June 2014 - Present
JNR Incorporated April 2014 - June 2014
Balboa Capital January 2014 - March 2014
The Walt Disney Company June 2013 - February 2014
Staples June 2009 - May 2013
The Picture People November 2008 - March 2009
Walmart March 2007 - June 2008
Skills
Teamwork, Time Management, Social Media, People-oriented, Leadership, Customer Service, Organized Multi-tasker, Highly detail oriented, Interpersonal Skill, Friendly Personality, Computer Proficiency, Retail Sales, Data Entry, Social Networking, Photoshop, Salesforce.com, Cash Handling Experience, Microsoft Office, Facebook, Account Management, Account Reconciliation, Microsoft Excel, Client Contact, Data Validation, Email Etiquette, Retail, Microsoft Word, Sales, Public Speaking, Event Management, Event Planning, PowerPoint
Education
California State University, Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entertainment and Tourism Management
Fullerton College 2008 — 2011
Business Administration and Management, General
JNR Incorporated June 2014 - Present
JNR Incorporated April 2014 - June 2014
Balboa Capital January 2014 - March 2014
The Walt Disney Company June 2013 - February 2014
Staples June 2009 - May 2013
The Picture People November 2008 - March 2009
Walmart March 2007 - June 2008
Skills
Teamwork, Time Management, Social Media, People-oriented, Leadership, Customer Service, Organized Multi-tasker, Highly detail oriented, Interpersonal Skill, Friendly Personality, Computer Proficiency, Retail Sales, Data Entry, Social Networking, Photoshop, Salesforce.com, Cash Handling Experience, Microsoft Office, Facebook, Account Management, Account Reconciliation, Microsoft Excel, Client Contact, Data Validation, Email Etiquette, Retail, Microsoft Word, Sales, Public Speaking, Event Management, Event Planning, PowerPoint
Education
California State University, Fullerton 2011 — 2013
Bachelor of Business Administration (B.B.A.), Entertainment and Tourism Management
Fullerton College 2008 — 2011
Business Administration and Management, General
Lauren Wright's Balboa Capital Experience April 2013 - January 2015
Job Relationship Manager at IMCA Capital
Industry Financial Services
Experience
IMCA Capital July 2015 - Present
American Capital January 2015 - Present
Balboa Capital April 2013 - January 2015
Skills
Customer Service, Mental Health, Data Entry, Financial Services, Phone Etiquette, Inventory Management, Critical Thinking, Food & Beverage, Healthcare, Telephone Skills, Time Management, Medical Records, Cashiering, PowerPoint, Microsoft Word, Victim Advocate, Food Service, Cooking, Customer Satisfaction, Restaurants, Sales, Cash Handling Experience, Teamwork, Microsoft Office, Listening to customers
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (B.S.), Psychology
Eastern Mediterranean University 2011 — 2011
Bachelor of Science (BS), Psychology
IMCA Capital July 2015 - Present
American Capital January 2015 - Present
Balboa Capital April 2013 - January 2015
Skills
Customer Service, Mental Health, Data Entry, Financial Services, Phone Etiquette, Inventory Management, Critical Thinking, Food & Beverage, Healthcare, Telephone Skills, Time Management, Medical Records, Cashiering, PowerPoint, Microsoft Word, Victim Advocate, Food Service, Cooking, Customer Satisfaction, Restaurants, Sales, Cash Handling Experience, Teamwork, Microsoft Office, Listening to customers
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (B.S.), Psychology
Eastern Mediterranean University 2011 — 2011
Bachelor of Science (BS), Psychology
Barbara Lezin's Balboa Capital Experience May 2013 - July 2013
Job Audi Brand Specialist at McKenna Audi
Industry Automotive
Experience
McKenna Audi December 2013 - Present
Mckenna Volkswagen Cerritos July 2013 - December 2013
Balboa Capital May 2013 - July 2013
Saks Fifth Avenue February 2013 - May 2013
The Buckle October 2012 - February 2013
Rails International LLC November 2011 - October 2012
Fred Segal Santa Monica January 2011 - June 2011
FIDM FASHION INSTITUTE July 2008 - June 2011
The Great China Wall Company November 2010 - February 2011
WTS World Textile Sourcing September 2010 - January 2011
Skills
Sewing, Microsoft Excel, Microsoft Word, Customer Service, CAD, Global Sourcing, Apparel, Illustrator, Visual Merchandising, Photoshop, Draping, Textiles, Direct Sales, International Sales, Strategic Planning, Customer Satisfaction, Outsourcing, Management, Fashion Design, Marketing, Fashion, Merchandising
Education
Fashion Institute of Design & Merchandising 2010 — 2011
Associates, Fashion Design and Apparel Industry Management
Fashion Institute of Design & Merchandising 2010 — 2011
Designation Associates of the Arts; Associates of the Arts, Apparel Industry Management; Fashion Design
FIDM (Fashion Institute of Design and Merchandising) 2008 — 2010
Designation Associates of the Arts; Associates of the Arts, Apparel; Fashion DesignDecember 2011
McKenna Audi December 2013 - Present
Mckenna Volkswagen Cerritos July 2013 - December 2013
Balboa Capital May 2013 - July 2013
Saks Fifth Avenue February 2013 - May 2013
The Buckle October 2012 - February 2013
Rails International LLC November 2011 - October 2012
Fred Segal Santa Monica January 2011 - June 2011
FIDM FASHION INSTITUTE July 2008 - June 2011
The Great China Wall Company November 2010 - February 2011
WTS World Textile Sourcing September 2010 - January 2011
Skills
Sewing, Microsoft Excel, Microsoft Word, Customer Service, CAD, Global Sourcing, Apparel, Illustrator, Visual Merchandising, Photoshop, Draping, Textiles, Direct Sales, International Sales, Strategic Planning, Customer Satisfaction, Outsourcing, Management, Fashion Design, Marketing, Fashion, Merchandising
Education
Fashion Institute of Design & Merchandising 2010 — 2011
Associates, Fashion Design and Apparel Industry Management
Fashion Institute of Design & Merchandising 2010 — 2011
Designation Associates of the Arts; Associates of the Arts, Apparel Industry Management; Fashion Design
FIDM (Fashion Institute of Design and Merchandising) 2008 — 2010
Designation Associates of the Arts; Associates of the Arts, Apparel; Fashion DesignDecember 2011
Jess Pineda Jess Pineda's Balboa Capital Experience August 2013 - February 2014
Job Financial Consultant at Capital Alliance Group
Industry Financial Services
Experience
Capital Alliance Group February 2014 - Present
Balboa Capital August 2013 - February 2014
California State University, San Bernardino Student Management Investment Fund January 2013 - June 2013
Education
California State University-San Bernardino 2012 — 2013
Bachelor of Arts (B.A.), Finance
Financial Management Association 2012 — 2013
Capital Alliance Group February 2014 - Present
Balboa Capital August 2013 - February 2014
California State University, San Bernardino Student Management Investment Fund January 2013 - June 2013
Education
California State University-San Bernardino 2012 — 2013
Bachelor of Arts (B.A.), Finance
Financial Management Association 2012 — 2013
Sean Durbin Sean Durbin's Balboa Capital Experience November 2014 - Present
Job Syndication Group at Balboa Capital
Industry Financial Services
Experience
Balboa Capital November 2014 - Present
Balboa Capital April 2014 - October 2014
Blue Street Capital January 2013 - October 2013
Wells Fargo Bank May 2012 - December 2012
First American Equipment Finance October 2005 - February 2012
Skills
Strategic Partnerships, Sales, Corporate Finance, Financial Analysis, Accounting, Pricing, Excel, Cold Calling, Finance, Mergers & Acquisitions, Credit, Business Development, Loans, Forecasting, New Business Development, Microsoft Excel, Management, Salesforce.com, Solution Selling
Education
Drury University 1996 — 2000
BA, Business Administration
Regent's University London 1999 — 1999
Study Abroad
Balboa Capital November 2014 - Present
Balboa Capital April 2014 - October 2014
Blue Street Capital January 2013 - October 2013
Wells Fargo Bank May 2012 - December 2012
First American Equipment Finance October 2005 - February 2012
Skills
Strategic Partnerships, Sales, Corporate Finance, Financial Analysis, Accounting, Pricing, Excel, Cold Calling, Finance, Mergers & Acquisitions, Credit, Business Development, Loans, Forecasting, New Business Development, Microsoft Excel, Management, Salesforce.com, Solution Selling
Education
Drury University 1996 — 2000
BA, Business Administration
Regent's University London 1999 — 1999
Study Abroad
Joseph Seboek's Balboa Capital Experience January 2004 - February 2009
Job Building Centers of Talent Acquisition Excellence in Highly Competitive Markets
Industry Human Resources
Experience
Accolo April 2011 - December 2014
Consulting Engagements August 2010 - April 2011
Career Strategies June 2009 - May 2010
Balboa Capital January 2004 - February 2009
Kforce January 2003 - November 2003
International Travel Brokerage Services (ITBS) March 2002 - January 2003
Career Strategies March 1999 - February 2002
Allegis Group 1996 - 1999
Skills
Recruiting, Training, Organizational..., Employee Relations, Talent Acquisition, Performance Management, Human Resources, Leadership, HRIS, Contract Recruitment, Applicant Tracking..., Change Management, HR Policies, Interviews, Deferred Compensation, Team Building, Employee Benefits, Personnel Management, Coaching, Management, Employee Training, Technical Recruiting, Account Management, Business Development, Vendor Management, Internet Recruiting, Sourcing, Strategy, Temporary Placement, Hiring, Onboarding, College Recruiting, CRM, Executive Search, Temporary Staffing, Talent Management, Benefits Negotiation, Screening, Screening Resumes, Performance Appraisal, Workforce Planning, Staffing Services, Employer Branding, HR Consulting, Job Descriptions, Taleo, New Hire Orientations, Employee Engagement, RPO, Recruitment Advertising
Education
University of California, Irvine 2006 — 2008
Certification, Human Resources, 4.0 GPA
California State University-Chico 1993 — 1995
BS, Business Administration
Butte College 1990 — 1992
Associate, Social Sciences
Accolo April 2011 - December 2014
Consulting Engagements August 2010 - April 2011
Career Strategies June 2009 - May 2010
Balboa Capital January 2004 - February 2009
Kforce January 2003 - November 2003
International Travel Brokerage Services (ITBS) March 2002 - January 2003
Career Strategies March 1999 - February 2002
Allegis Group 1996 - 1999
Skills
Recruiting, Training, Organizational..., Employee Relations, Talent Acquisition, Performance Management, Human Resources, Leadership, HRIS, Contract Recruitment, Applicant Tracking..., Change Management, HR Policies, Interviews, Deferred Compensation, Team Building, Employee Benefits, Personnel Management, Coaching, Management, Employee Training, Technical Recruiting, Account Management, Business Development, Vendor Management, Internet Recruiting, Sourcing, Strategy, Temporary Placement, Hiring, Onboarding, College Recruiting, CRM, Executive Search, Temporary Staffing, Talent Management, Benefits Negotiation, Screening, Screening Resumes, Performance Appraisal, Workforce Planning, Staffing Services, Employer Branding, HR Consulting, Job Descriptions, Taleo, New Hire Orientations, Employee Engagement, RPO, Recruitment Advertising
Education
University of California, Irvine 2006 — 2008
Certification, Human Resources, 4.0 GPA
California State University-Chico 1993 — 1995
BS, Business Administration
Butte College 1990 — 1992
Associate, Social Sciences
Edward Foss Edward Foss's Balboa Capital Experience September 2012 - January 2013
Job Management Trainee at Sherwin Williams
Industry Financial Services
Experience
Sherwin Williams September 2015 - Present
Unified Examiners October 2014 - February 2015
Jules and Associates June 2013 - June 2014
Balboa Capital September 2012 - January 2013
Next Level Productions June 2008 - November 2012
Foss Plating December 2006 - April 2008
TABC Toyota June 2006 - October 2006
Best Buy August 2005 - January 2006
Knott's Berry Farm July 2003 - June 2005
Skills
Sales Management, Customer Service, Marketing Strategy, Sales, Social Media Marketing, Marketing, Social Media, Account Management, Cold Calling, Market Research, Social Networking, New Business Development, Direct Sales, Leadership, Business Development, Email Marketing
Education
California State University-Fullerton 2008 — 2010
BA, Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
BA, Marketing, Sales
Sherwin Williams September 2015 - Present
Unified Examiners October 2014 - February 2015
Jules and Associates June 2013 - June 2014
Balboa Capital September 2012 - January 2013
Next Level Productions June 2008 - November 2012
Foss Plating December 2006 - April 2008
TABC Toyota June 2006 - October 2006
Best Buy August 2005 - January 2006
Knott's Berry Farm July 2003 - June 2005
Skills
Sales Management, Customer Service, Marketing Strategy, Sales, Social Media Marketing, Marketing, Social Media, Account Management, Cold Calling, Market Research, Social Networking, New Business Development, Direct Sales, Leadership, Business Development, Email Marketing
Education
California State University-Fullerton 2008 — 2010
BA, Marketing
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
BA, Marketing, Sales
Garry Hawley Garry Hawley's Balboa Capital Experience October 2013 - February 2014
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
Brock Kraft Brock Kraft's Balboa Capital Experience July 2013 - October 2013
Job Production Assistant at FOX Sports
Industry Broadcast Media
Experience
FOX Sports Arizona August 2014 - Present
Productions/Videography February 2014 - Present
Cox 7 Studios January 2013 - Present
Salt River Fields at Talking Stick February 2012 - Present
NBC Sports Radio 1060 AM Phoenix March 2014 - August 2014
ZocDoc November 2013 - February 2014
Balboa Capital July 2013 - October 2013
ASU Radio Blaze 1330 AM August 2010 - May 2013
Cox 7 Creative Studios August 2012 - January 2013
Friday Night Fever September 2012 - November 2012
Skills
Sports Marketing, Sports, Baseball, Broadcast, Video, Editing, Camera, Feature Articles, Football, Training, Video Games, Interviews, Sports Writing, Final Cut Pro, Coaching, Broadcast Journalism, Avid, Video Editing, Social Media, Camera Operating
Education
Arizona State University 2009 — 2013
Bachelor of Arts (BA), Journalism and Mass Communications
FOX Sports Arizona August 2014 - Present
Productions/Videography February 2014 - Present
Cox 7 Studios January 2013 - Present
Salt River Fields at Talking Stick February 2012 - Present
NBC Sports Radio 1060 AM Phoenix March 2014 - August 2014
ZocDoc November 2013 - February 2014
Balboa Capital July 2013 - October 2013
ASU Radio Blaze 1330 AM August 2010 - May 2013
Cox 7 Creative Studios August 2012 - January 2013
Friday Night Fever September 2012 - November 2012
Skills
Sports Marketing, Sports, Baseball, Broadcast, Video, Editing, Camera, Feature Articles, Football, Training, Video Games, Interviews, Sports Writing, Final Cut Pro, Coaching, Broadcast Journalism, Avid, Video Editing, Social Media, Camera Operating
Education
Arizona State University 2009 — 2013
Bachelor of Arts (BA), Journalism and Mass Communications
Nicholas Purcell Nicholas Purcell's Balboa Capital Experience August 2012 - November 2012
Job Merchant Acquisition Manager at Rakuten.com
Industry Retail
Experience
Rakuten.com January 2014 - Present
Buy.com December 2012 - Present
Balboa Capital August 2012 - November 2012
Skills
E-commerce, Strategic Partnerships, Product Management, Multi-channel Marketing, Start-ups, Product Marketing, Email Marketing, Salesforce.com, Sales, Account Management, Retail Category..., Lead Generation, New Business Development, Global Business..., Competitive Analysis, Employee Training, Online Marketing, Product Development, Management
Education
Arizona State University 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
Tesoro High School 2005 — 2007
High School
Rakuten.com January 2014 - Present
Buy.com December 2012 - Present
Balboa Capital August 2012 - November 2012
Skills
E-commerce, Strategic Partnerships, Product Management, Multi-channel Marketing, Start-ups, Product Marketing, Email Marketing, Salesforce.com, Sales, Account Management, Retail Category..., Lead Generation, New Business Development, Global Business..., Competitive Analysis, Employee Training, Online Marketing, Product Development, Management
Education
Arizona State University 2008 — 2011
Bachelor of Arts (BA), Political Science and Government
Tesoro High School 2005 — 2007
High School
Ali Brooks Ali Brooks's Balboa Capital Experience February 2013 - Present
Job Vendor Services Representative at Balboa Capital
Industry
Experience
Balboa Capital February 2013 - Present
The Southern California Group August 2012 - December 2012
Skills
Vendor Finance, B2B, Salesforce.com, Cold Calling
Education
Biola University 2010 — 2012
Bachelor of Arts (BA), Sociology (Social Work)
The University of Arizona 2006 — 2008
Associate of Arts (AA), Psychology
Balboa Capital February 2013 - Present
The Southern California Group August 2012 - December 2012
Skills
Vendor Finance, B2B, Salesforce.com, Cold Calling
Education
Biola University 2010 — 2012
Bachelor of Arts (BA), Sociology (Social Work)
The University of Arizona 2006 — 2008
Associate of Arts (AA), Psychology
Kevin Devine Kevin Devine's Balboa Capital Experience May 2000 - May 2010
Job Account Manager, Higher Education at Hyland, creator of OnBase
Industry Computer Software
Experience
Hyland, creator of OnBase August 2015 - Present
OpenText January 2014 - Present
SAP July 2013 - December 2013
SAP January 2012 - July 2013
SAP December 2011 - January 2012
SAP May 2010 - December 2011
Balboa Capital May 2000 - May 2010
Skills
Solution Selling, Consultative Selling, SaaS, Sales Management, Account Management, Selling, Sales Process, New Business Development, Leadership, Software Industry, Direct Sales, Sales, B2B, CRM, Strategy, Management, Enterprise Software, Integration, Marketing, Cloud Computing, Strategic Partnerships, Lead Generation, Business Strategy, Customer Satisfaction
Education
Arizona State University 1996 — 1997
General Studies
Hyland, creator of OnBase August 2015 - Present
OpenText January 2014 - Present
SAP July 2013 - December 2013
SAP January 2012 - July 2013
SAP December 2011 - January 2012
SAP May 2010 - December 2011
Balboa Capital May 2000 - May 2010
Skills
Solution Selling, Consultative Selling, SaaS, Sales Management, Account Management, Selling, Sales Process, New Business Development, Leadership, Software Industry, Direct Sales, Sales, B2B, CRM, Strategy, Management, Enterprise Software, Integration, Marketing, Cloud Computing, Strategic Partnerships, Lead Generation, Business Strategy, Customer Satisfaction
Education
Arizona State University 1996 — 1997
General Studies
Ellery Ruiz Ellery Ruiz's Balboa Capital Experience September 2013 - December 2013
Job Rating Analyst at Guardian Life Insurance of America
Industry Financial Services
Experience
Guardian Life March 2014 - Present
Balboa Capital September 2013 - December 2013
Enterprise Rent-A-Car February 2013 - July 2013
Arizona State University July 2010 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Sales, Human Resources
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Arts (BA), Business/Corporate Communications
Guardian Life March 2014 - Present
Balboa Capital September 2013 - December 2013
Enterprise Rent-A-Car February 2013 - July 2013
Arizona State University July 2010 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Sales, Human Resources
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Arts (BA), Business/Corporate Communications
Kenneth H. Ju Kenneth H. Ju's Balboa Capital Experience January 2013 - Present
Job Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital January 2013 - Present
Timeless Motors, Inc. June 2011 - August 2014
Schnitzer Steel Industries, Inc. November 2009 - December 2010
Midori Sushi February 2005 - September 2009
Skills
New Business Development, Operation Efficiencies, Equipment Acquisition, Sales Management, Continuous Improvement, Strategic Planning, Profit Maximization, Operational Oversight, Customer Service, Project Management, Team Building, Process Improvement, Leadership Counseling, Customer Profitability, Gross Margin, Automotive, Social Media, B2B, Business Development
Education
San Jose State University 2011 — 2012
Bachelor of Science (B.S.), Public Relations
Sacramento City College 2010 — 2011
Associate of Arts (A.A.) Social & Behavorial Sciences, Associate of Arts (A.A.) Arts & Humanities
Folsom Lake College 2006 — 2010
Associate of Arts (A.A.) General Education, Associate of Arts (A.A.) Communication & English
Balboa Capital January 2013 - Present
Timeless Motors, Inc. June 2011 - August 2014
Schnitzer Steel Industries, Inc. November 2009 - December 2010
Midori Sushi February 2005 - September 2009
Skills
New Business Development, Operation Efficiencies, Equipment Acquisition, Sales Management, Continuous Improvement, Strategic Planning, Profit Maximization, Operational Oversight, Customer Service, Project Management, Team Building, Process Improvement, Leadership Counseling, Customer Profitability, Gross Margin, Automotive, Social Media, B2B, Business Development
Education
San Jose State University 2011 — 2012
Bachelor of Science (B.S.), Public Relations
Sacramento City College 2010 — 2011
Associate of Arts (A.A.) Social & Behavorial Sciences, Associate of Arts (A.A.) Arts & Humanities
Folsom Lake College 2006 — 2010
Associate of Arts (A.A.) General Education, Associate of Arts (A.A.) Communication & English
Bruce Moon Bruce Moon's Balboa Capital Experience April 2013 - February 2015
Job Account Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital April 2013 - February 2015
ABS Entertainment Payroll and Accounting April 2012 - December 2012
The Academic Advantage April 2012 - June 2012
Skills
Accounting, Direct Sales, Financial Statements, Credit Analysis, Business Loans, Capital Equipment, Leasing, Finance, Sales
Education
California State University-Northridge 2010 — 2014
Balboa Capital April 2013 - February 2015
ABS Entertainment Payroll and Accounting April 2012 - December 2012
The Academic Advantage April 2012 - June 2012
Skills
Accounting, Direct Sales, Financial Statements, Credit Analysis, Business Loans, Capital Equipment, Leasing, Finance, Sales
Education
California State University-Northridge 2010 — 2014
Natalie Poole Natalie Poole's Balboa Capital Experience November 2011 - November 2012
Job Senior Software Developer at NeoGenomics Laboratories
Industry Computer Software
Experience
NeoGenomics Laboratories December 2012 - Present
Balboa Capital November 2011 - November 2012
Tilly's March 2011 - November 2011
Clarient March 2006 - October 2009
MySpace January 2006 - March 2006
Surfline September 2004 - January 2006
Control Components Inc September 1997 - September 2004
Skills
Software Development, XML, SQL, Databases, Microsoft SQL Server, JavaScript, Project Management, C#, ASP.NET, CSS, HTML, SDLC, .NET, Troubleshooting, System Administration, Visual Basic, Database Design, SharePoint, Web Applications, Marketing, CRM, Access, Software Documentation, VMware, Windows, SharePoint Designer, Visual C#, APvX, ActiveX, Salesforce.com..., Triton, LAMP, SSRS, SSIS, Google Analytics, SEO, ERP, Crystal Reports, ISAM, Ingres, MySQL, Sitefinity, Telerik, Unix, AS400 Administration, Oracle SQL Developer, WordPress, JDA, Adobe Creative Suite, IIS
Education
Ashford University 2009 — 2012
BA, Business Information Systems
Learning Tree University 1998 — 2000
certificates, SQL development and administration courses
Saddleback College 1994 — 1996
Computer Science
Dana Hills High School 1990 — 1994
none, Science and Math
NeoGenomics Laboratories December 2012 - Present
Balboa Capital November 2011 - November 2012
Tilly's March 2011 - November 2011
Clarient March 2006 - October 2009
MySpace January 2006 - March 2006
Surfline September 2004 - January 2006
Control Components Inc September 1997 - September 2004
Skills
Software Development, XML, SQL, Databases, Microsoft SQL Server, JavaScript, Project Management, C#, ASP.NET, CSS, HTML, SDLC, .NET, Troubleshooting, System Administration, Visual Basic, Database Design, SharePoint, Web Applications, Marketing, CRM, Access, Software Documentation, VMware, Windows, SharePoint Designer, Visual C#, APvX, ActiveX, Salesforce.com..., Triton, LAMP, SSRS, SSIS, Google Analytics, SEO, ERP, Crystal Reports, ISAM, Ingres, MySQL, Sitefinity, Telerik, Unix, AS400 Administration, Oracle SQL Developer, WordPress, JDA, Adobe Creative Suite, IIS
Education
Ashford University 2009 — 2012
BA, Business Information Systems
Learning Tree University 1998 — 2000
certificates, SQL development and administration courses
Saddleback College 1994 — 1996
Computer Science
Dana Hills High School 1990 — 1994
none, Science and Math
Stephanie Harmon Stephanie Harmon's Balboa Capital Experience July 2007 - January 2009
Job Administrative Assistant II at Capital Group
Industry Investment Management
Experience
Capital Group September 2014 - Present
Capital Group January 2011 - Present
Becht Engineering May 2009 - January 2011
C.W. Driver January 2009 - March 2009
Balboa Capital July 2007 - January 2009
Skills
Customer Service, Marketing, Receptionist Duties, Screening Resumes, Problem Solving, Financial Services, Non-profit Volunteer, Quality Assurance Review, PowerPoint, Proposal Writing
Education
Concordia University Irvine 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Capital Group September 2014 - Present
Capital Group January 2011 - Present
Becht Engineering May 2009 - January 2011
C.W. Driver January 2009 - March 2009
Balboa Capital July 2007 - January 2009
Skills
Customer Service, Marketing, Receptionist Duties, Screening Resumes, Problem Solving, Financial Services, Non-profit Volunteer, Quality Assurance Review, PowerPoint, Proposal Writing
Education
Concordia University Irvine 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Michelle Moeller Michelle Moeller's Balboa Capital Experience April 2015 - Present
Job Corporate Recruiter at Balboa Capital
Industry Staffing and Recruiting
Experience
Balboa Capital April 2015 - Present
Emblazon Events, Inc. November 2014 - March 2015
Origami Owl Custom Jewelry March 2014 - November 2014
Claim Jumper Restaurants January 2013 - July 2014
Fish Tale Restaurant January 2012 - January 2013
Harbor House Cafe September 2009 - January 2012
Skills
Recruiting, Recruitment Advertising, Student Recruiting, College Recruiting, New Hire Paperwork, New Hire Processes, Communication, Social Skills, Microsoft Word, Sales, Time Management, Microsoft Office, PowerPoint, Customer Service, Teamwork, Social Media, English, Community Service, Bartending, Interpersonal..., Communication Skills, Social Networking, Critical Thinking, Facebook, Telephone Skills, Customer Satisfaction, Hospitality, Cashiering, Restaurants, Food, Food Service, ServSafe, Friendly Personality, Restaurant Management, Phone Etiquette, People-oriented, Volunteering, Public Speaking, Retail
Education
California State University-Long Beach 2007 — 2014
Bachelor of Arts (BA), Communication and Media Studies
California State University-Long Beach - College of Business Administration 2007 — 2014
Bachelor's degree, Communication and Media Studies
Balboa Capital April 2015 - Present
Emblazon Events, Inc. November 2014 - March 2015
Origami Owl Custom Jewelry March 2014 - November 2014
Claim Jumper Restaurants January 2013 - July 2014
Fish Tale Restaurant January 2012 - January 2013
Harbor House Cafe September 2009 - January 2012
Skills
Recruiting, Recruitment Advertising, Student Recruiting, College Recruiting, New Hire Paperwork, New Hire Processes, Communication, Social Skills, Microsoft Word, Sales, Time Management, Microsoft Office, PowerPoint, Customer Service, Teamwork, Social Media, English, Community Service, Bartending, Interpersonal..., Communication Skills, Social Networking, Critical Thinking, Facebook, Telephone Skills, Customer Satisfaction, Hospitality, Cashiering, Restaurants, Food, Food Service, ServSafe, Friendly Personality, Restaurant Management, Phone Etiquette, People-oriented, Volunteering, Public Speaking, Retail
Education
California State University-Long Beach 2007 — 2014
Bachelor of Arts (BA), Communication and Media Studies
California State University-Long Beach - College of Business Administration 2007 — 2014
Bachelor's degree, Communication and Media Studies
Thuong Nguyen Thuong Nguyen's Balboa Capital Experience January 2013 - November 2013
Job Solar, LEDs, & Software
Industry Environmental Services
Experience
Flexfire LEDs, Inc. January 2014 - July 2014
OverstockedLEDs.com December 2011 - May 2014
Balboa Capital January 2013 - November 2013
SkyTypers February 2012 - July 2013
mUrgent March 2010 - December 2011
ProsperiTech July 2009 - September 2011
Skills
Social Media Marketing, Marketing Strategy, Email Marketing, Online Advertising, Social Media, Advertising, SEO, Marketing, Market Research, Social Networking, Digital Marketing, Facebook, Event Planning, Leadership, Entrepreneurship, Lead Generation, Strategic Planning, Google Adwords, Customer Service, Sales, Strategy, Account Management, New Business Development, Product Marketing, B2B, Integrated Marketing, Marketing Communications, Online Marketing, Brand Development, SEM, Direct Marketing, Google Analytics, Public Relations, Web Design, Brand Management, Digital Media, Web Analytics, E-commerce, Blogging, Salesforce.com, Digital Strategy, Trade Shows, Start-ups, Marketing Management, Marketing Research, Market Planning, Strategic Partnerships, Event Management, Web Marketing, Copywriting
Education
California State University-Fullerton 2006 — 2011
Economics and Marketing, MARKETING AND ECONOMICS Mihaylo Hall Business
Flexfire LEDs, Inc. January 2014 - July 2014
OverstockedLEDs.com December 2011 - May 2014
Balboa Capital January 2013 - November 2013
SkyTypers February 2012 - July 2013
mUrgent March 2010 - December 2011
ProsperiTech July 2009 - September 2011
Skills
Social Media Marketing, Marketing Strategy, Email Marketing, Online Advertising, Social Media, Advertising, SEO, Marketing, Market Research, Social Networking, Digital Marketing, Facebook, Event Planning, Leadership, Entrepreneurship, Lead Generation, Strategic Planning, Google Adwords, Customer Service, Sales, Strategy, Account Management, New Business Development, Product Marketing, B2B, Integrated Marketing, Marketing Communications, Online Marketing, Brand Development, SEM, Direct Marketing, Google Analytics, Public Relations, Web Design, Brand Management, Digital Media, Web Analytics, E-commerce, Blogging, Salesforce.com, Digital Strategy, Trade Shows, Start-ups, Marketing Management, Marketing Research, Market Planning, Strategic Partnerships, Event Management, Web Marketing, Copywriting
Education
California State University-Fullerton 2006 — 2011
Economics and Marketing, MARKETING AND ECONOMICS Mihaylo Hall Business
Scott Arwood Scott Arwood's Balboa Capital Experience 2014 - Present
Job Commercial Truck FinanceBalboa Capital
Industry Financial Services
Experience
Balboa Capital 2014 - Present
Concordia University Irvine June 2012 - July 2013
HANGZHOU DIANZI UNIVERSITY September 2012 - June 2013
RESTAURANTS UNLIMITED, INC. 2011 - 2012
WONKWANG UNIVERSITY 2009 - 2011
HOME DECORATORS COLLECTIONS 2007 - 2009
Skills
Market Research, Intercultural..., Research, Teaching English as a..., Public Speaking, Teaching, Social Media, Project Management, Training, International Education, Marketing, Sales, Cultural Awareness, Strategic Planning, Teamwork, Credit Analysis, New Business Development, Financial Services, Commercial Lending, Customer Service, Sales Management, Team Building, Leadership, Management
Education
Concordia University-Irvine 2012 — 2013
Master's degree, International Business
University of Central Oklahoma 2005 — 2008
Bachelor's degree, History
Balboa Capital 2014 - Present
Concordia University Irvine June 2012 - July 2013
HANGZHOU DIANZI UNIVERSITY September 2012 - June 2013
RESTAURANTS UNLIMITED, INC. 2011 - 2012
WONKWANG UNIVERSITY 2009 - 2011
HOME DECORATORS COLLECTIONS 2007 - 2009
Skills
Market Research, Intercultural..., Research, Teaching English as a..., Public Speaking, Teaching, Social Media, Project Management, Training, International Education, Marketing, Sales, Cultural Awareness, Strategic Planning, Teamwork, Credit Analysis, New Business Development, Financial Services, Commercial Lending, Customer Service, Sales Management, Team Building, Leadership, Management
Education
Concordia University-Irvine 2012 — 2013
Master's degree, International Business
University of Central Oklahoma 2005 — 2008
Bachelor's degree, History
A.J. Gonzales A.J. Gonzales's Balboa Capital Experience June 2013 - August 2013
Job Sales and Marketing Coordinator at Adicio
Industry Marketing and Advertising
Experience
Adicio May 2014 - Present
Adicio August 2013 - May 2014
Balboa Capital June 2013 - August 2013
90 Day Guides February 2013 - June 2013
Grangetto's Farm & Garden Supply January 2013 - April 2013
The Perfect Light October 2008 - February 2010
ICW Group April 2007 - August 2007
Skills
Writing, Public Speaking, Microsoft Applications, Creativity, Management, Leadership, Marketing, Competitive Analysis, Social Media Marketing, Market Research
Education
California State University-San Marcos - College of Business Administration 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Adicio May 2014 - Present
Adicio August 2013 - May 2014
Balboa Capital June 2013 - August 2013
90 Day Guides February 2013 - June 2013
Grangetto's Farm & Garden Supply January 2013 - April 2013
The Perfect Light October 2008 - February 2010
ICW Group April 2007 - August 2007
Skills
Writing, Public Speaking, Microsoft Applications, Creativity, Management, Leadership, Marketing, Competitive Analysis, Social Media Marketing, Market Research
Education
California State University-San Marcos - College of Business Administration 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Marcus Stevens Marcus Stevens's Balboa Capital Experience July 2013 - July 2014
Job Talent Acquisitions Recruiter at Advantage Sales & Marketing
Industry Staffing and Recruiting
Experience
Advantage Sales & Marketing July 2014 - Present
Balboa Capital July 2013 - July 2014
Toyota July 2011 - November 2012
Verizon Wireless January 2011 - May 2011
Clark Atlanta University August 2009 - May 2011
MetLife June 2010 - August 2010
Domino's Pizza May 2009 - August 2009
Skills
Public Speaking, Sales Process, College Recruiting, Recruiting, Human Resources, Sales, Marketing, Interviews, Employee Benefits, Analysis, Leadership, Training, Temporary Placement, Marketing Management, Leadership Development, Employee Training, Social Networking, Team Building, Sourcing, Hiring, New Hire Orientations, Screening, Talent Acquisition, Applicant Tracking..., CRM, Management, Program Management, Time Management
Education
Clark Atlanta University 2007 — 2011
Bachelor of Arts, Business Administration; Marketing
Advantage Sales & Marketing July 2014 - Present
Balboa Capital July 2013 - July 2014
Toyota July 2011 - November 2012
Verizon Wireless January 2011 - May 2011
Clark Atlanta University August 2009 - May 2011
MetLife June 2010 - August 2010
Domino's Pizza May 2009 - August 2009
Skills
Public Speaking, Sales Process, College Recruiting, Recruiting, Human Resources, Sales, Marketing, Interviews, Employee Benefits, Analysis, Leadership, Training, Temporary Placement, Marketing Management, Leadership Development, Employee Training, Social Networking, Team Building, Sourcing, Hiring, New Hire Orientations, Screening, Talent Acquisition, Applicant Tracking..., CRM, Management, Program Management, Time Management
Education
Clark Atlanta University 2007 — 2011
Bachelor of Arts, Business Administration; Marketing
Amy Ceccarelli Amy Ceccarelli's Balboa Capital Experience November 2012 - March 2013
Job Customer Care & People Coordinator at The New Home Company
Industry Real Estate
Experience
The New Home Company February 2015 - Present
The New Home Company July 2014 - February 2015
Peninsula Retail Partners April 2013 - March 2014
Balboa Capital November 2012 - March 2013
Nordstrom January 2012 - November 2012
Nordstrom September 2010 - December 2011
Nordstrom December 2006 - September 2010
Skills
Sales, Strategy, Management, Training, Employee Training, Call Centers, Customer Service, Team Building, Coaching, Finance, Marketing
Education
California State University-Chico 2014 — 2014
Human Resources Professional
Central Washington University 2007 — 2010
Bachelor's degree, Public Relations
Central Washington University 2007 — 2010
Bachelor of Arts (B.A.), Fashion Merchandising
The New Home Company February 2015 - Present
The New Home Company July 2014 - February 2015
Peninsula Retail Partners April 2013 - March 2014
Balboa Capital November 2012 - March 2013
Nordstrom January 2012 - November 2012
Nordstrom September 2010 - December 2011
Nordstrom December 2006 - September 2010
Skills
Sales, Strategy, Management, Training, Employee Training, Call Centers, Customer Service, Team Building, Coaching, Finance, Marketing
Education
California State University-Chico 2014 — 2014
Human Resources Professional
Central Washington University 2007 — 2010
Bachelor's degree, Public Relations
Central Washington University 2007 — 2010
Bachelor of Arts (B.A.), Fashion Merchandising
Katie Jongeward Katie Jongeward's Balboa Capital Experience January 2007 - January 2008
Job CoFounder at Rusty Bear Media
Industry Public Relations and Communications
Experience
Rusty Bear Media February 2012 - Present
RipeOrange Inc./Churm Media September 2010 - February 2012
Churm Media January 2008 - September 2010
Balboa Capital January 2007 - January 2008
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Communications, Marketing, Advertising, Graphic Design, Digital Marketing, New Media, Press Releases, Management, Email Marketing, Digital Media, Event Planning, Publishing, Brand Development, Facebook, Media Relations, Direct Mail, Online Marketing, Social Networking, Copywriting
Education
Arizona State University 2002 — 2006
Bachelors Degree, Communications
Rusty Bear Media February 2012 - Present
RipeOrange Inc./Churm Media September 2010 - February 2012
Churm Media January 2008 - September 2010
Balboa Capital January 2007 - January 2008
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Communications, Marketing, Advertising, Graphic Design, Digital Marketing, New Media, Press Releases, Management, Email Marketing, Digital Media, Event Planning, Publishing, Brand Development, Facebook, Media Relations, Direct Mail, Online Marketing, Social Networking, Copywriting
Education
Arizona State University 2002 — 2006
Bachelors Degree, Communications
Philip Pacheco's Balboa Capital Experience June 2008 - July 2009
Job Visual Journalist
Industry Photography
Experience
Philip Pacheco Photography October 2012 - Present
Vignette Creative February 2014 - Present
Deanne Fitzmaurice January 2012 - Present
Mark Leet Photography August 2012 - September 2013
Los Angeles Times February 2013 - February 2013
Jim Goldberg February 2012 - September 2012
Alcatraz Cruises, LLC June 2010 - August 2012
Deanne Fitzmaurice January 2012 - March 2012
Balboa Capital June 2008 - July 2009
Education
The Eddie Adams Workshop XXV 2012 — 2012
Academy of Art University 2009 — 2012
MFA Photography
University of California, Riverside 2002 — 2007
B.A.
Philip Pacheco Photography October 2012 - Present
Vignette Creative February 2014 - Present
Deanne Fitzmaurice January 2012 - Present
Mark Leet Photography August 2012 - September 2013
Los Angeles Times February 2013 - February 2013
Jim Goldberg February 2012 - September 2012
Alcatraz Cruises, LLC June 2010 - August 2012
Deanne Fitzmaurice January 2012 - March 2012
Balboa Capital June 2008 - July 2009
Education
The Eddie Adams Workshop XXV 2012 — 2012
Academy of Art University 2009 — 2012
MFA Photography
University of California, Riverside 2002 — 2007
B.A.
Jane Ashley Celera's Balboa Capital Experience February 2015 - Present
Job Collateral Specialist at Balboa Capital
Industry Financial Services
Experience
Balboa Capital February 2015 - Present
Suntek Systems, INC. November 2014 - January 2015
Balboa Capital May 2014 - October 2014
Balboa Capital January 2014 - May 2014
First Mortgage Corporation October 2012 - January 2014
David Mckenna for City Attorney July 2011 - October 2011
Michael Scaffidi for Board of Governors January 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Networking, Event Planning, Photoshop, Leadership, Time Management, Recruiting
Education
Cal State San Bernardino 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Balboa Capital February 2015 - Present
Suntek Systems, INC. November 2014 - January 2015
Balboa Capital May 2014 - October 2014
Balboa Capital January 2014 - May 2014
First Mortgage Corporation October 2012 - January 2014
David Mckenna for City Attorney July 2011 - October 2011
Michael Scaffidi for Board of Governors January 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Social Networking, Event Planning, Photoshop, Leadership, Time Management, Recruiting
Education
Cal State San Bernardino 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Bonny (Bonny Nguyen) Briney Bonny (Bonny Nguyen) Briney's Balboa Capital Experience March 2004 - June 2008
Job Owner/Event Specialist at BSpoke Events
Industry Events Services
Experience
B-Spoke Events January 2014 - Present
Specialized Marketing Services Inc. September 2008 - March 2013
Balboa Capital March 2004 - June 2008
Skills
Event Planning, Corporate Events, Bookkeeping, Human Resources, Wedding Coordinating, Wedding Planning, Cakes, Arts & Crafts, Special Events..., Travel Planning, Sales, Marketing, Customer Service, Cash Receipts, Time Management, Payroll Administration, Wedding Management, Event Management, Baking, Accounts Payable, Petty Cash, Accounts Receivable, Weddings, Social Media Marketing, Marketing Strategy, Leadership, Management, Business Development, Account Management, Advertising, Team Building, Parties, Budgets, Social Media, Sales Management
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
B-Spoke Events January 2014 - Present
Specialized Marketing Services Inc. September 2008 - March 2013
Balboa Capital March 2004 - June 2008
Skills
Event Planning, Corporate Events, Bookkeeping, Human Resources, Wedding Coordinating, Wedding Planning, Cakes, Arts & Crafts, Special Events..., Travel Planning, Sales, Marketing, Customer Service, Cash Receipts, Time Management, Payroll Administration, Wedding Management, Event Management, Baking, Accounts Payable, Petty Cash, Accounts Receivable, Weddings, Social Media Marketing, Marketing Strategy, Leadership, Management, Business Development, Account Management, Advertising, Team Building, Parties, Budgets, Social Media, Sales Management
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Human Resources Management/Personnel Administration, General
Greg Azaula's Balboa Capital Experience January 2014 - April 2014
Job Senior Sales Manager
Industry Internet
Experience
Mopro March 2015 - Present
Mopro January 2015 - March 2015
Mopro April 2014 - December 2014
Balboa Capital January 2014 - April 2014
RealtyTrac October 2012 - December 2013
Premier Mentoring June 2011 - October 2012
Enrich Wealth Group February 2010 - May 2011
Skills
Sales Process, Account Management, Sales, Lead Generation, Direct Sales, SAP ERP, SQL, Business Development, Salesforce.com, Selling, Sales Management, New Business Development, Team Building, Marketing Strategy, Marketing, B2B, Training, Leadership, Online Advertising, Solution Selling, Sales Operations
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Mopro March 2015 - Present
Mopro January 2015 - March 2015
Mopro April 2014 - December 2014
Balboa Capital January 2014 - April 2014
RealtyTrac October 2012 - December 2013
Premier Mentoring June 2011 - October 2012
Enrich Wealth Group February 2010 - May 2011
Skills
Sales Process, Account Management, Sales, Lead Generation, Direct Sales, SAP ERP, SQL, Business Development, Salesforce.com, Selling, Sales Management, New Business Development, Team Building, Marketing Strategy, Marketing, B2B, Training, Leadership, Online Advertising, Solution Selling, Sales Operations
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Timothy Wimmer Timothy Wimmer's Balboa Capital Experience June 2013 - October 2014
Job Sales Executive at Provident Leasing
Industry Hospitality
Experience
Provident Leasing October 2014 - Present
Balboa Capital June 2013 - October 2014
Hyatt Regency Huntington Beach March 2011 - October 2012
Hyatt Regency Orange County February 2006 - March 2011
Education
Cal State Fullerton
Bachelor's degree, Business Administration and Management, General
Fullerton College
Associate's degree
Provident Leasing October 2014 - Present
Balboa Capital June 2013 - October 2014
Hyatt Regency Huntington Beach March 2011 - October 2012
Hyatt Regency Orange County February 2006 - March 2011
Education
Cal State Fullerton
Bachelor's degree, Business Administration and Management, General
Fullerton College
Associate's degree
Hani Sultan, MSE Hani Sultan, MSE's Balboa Capital Experience July 2011 - December 2011
Job Sr. Database Analyst at CFS
Industry Financial Services
Experience
CFS February 2013 - Present
The Raymond Group November 2011 - February 2013
Balboa Capital July 2011 - December 2011
Brands on Sale January 2004 - December 2009
Don Bosco Technical Institute June 1999 - December 2002
Skills
SSRS, SQL Server, Crystal Reports, T-SQL, SQL, Access, Databases, Visual Basic, Visio, Software Development, VBScript, Requirements Analysis, SDLC, Web Applications, Database Design, Microsoft SQL Server, Data Modeling, Business Analysis, C++, PostgreSQL, ETL Tools, Visual Studio, Business Intelligence, Project Management, Agile Methodologies, XML, MS Project
Education
California State University-Fullerton 2009 — 2011
Masters, Software Engineering
University of Pittsburgh 1994 — 1997
Bachelor, Computer Science
CFS February 2013 - Present
The Raymond Group November 2011 - February 2013
Balboa Capital July 2011 - December 2011
Brands on Sale January 2004 - December 2009
Don Bosco Technical Institute June 1999 - December 2002
Skills
SSRS, SQL Server, Crystal Reports, T-SQL, SQL, Access, Databases, Visual Basic, Visio, Software Development, VBScript, Requirements Analysis, SDLC, Web Applications, Database Design, Microsoft SQL Server, Data Modeling, Business Analysis, C++, PostgreSQL, ETL Tools, Visual Studio, Business Intelligence, Project Management, Agile Methodologies, XML, MS Project
Education
California State University-Fullerton 2009 — 2011
Masters, Software Engineering
University of Pittsburgh 1994 — 1997
Bachelor, Computer Science
Elizabeth Bachan Elizabeth Bachan's Balboa Capital Experience April 2015 - Present
Job Regional Sales Manager at Balboa CapitalOffice Imaging
Industry Financial Services
Experience
Balboa Capital April 2015 - Present
GE Capital December 2009 - December 2014
IKON Office Solutions, Inc April 2008 - December 2009
Metris Companies/ Direct Merchants Bank January 2000 - January 2004
Skills
Sales, Finance, Account Management, Contract Negotiation, Training, Sales Operations, Sales Management, Customer Service, Sales Process, Leadership, Risk Management, New Business Development, Microsoft Excel, Salesforce.com, Credit, B2B, Customer Retention, Solution Selling, Selling, Direct Sales, Forecasting, CRM, Sales Presentations, Cold Calling, Relationship Management
Education
Arizona State University 1999 — 2003
B.A., Communications, Religion
Balboa Capital April 2015 - Present
GE Capital December 2009 - December 2014
IKON Office Solutions, Inc April 2008 - December 2009
Metris Companies/ Direct Merchants Bank January 2000 - January 2004
Skills
Sales, Finance, Account Management, Contract Negotiation, Training, Sales Operations, Sales Management, Customer Service, Sales Process, Leadership, Risk Management, New Business Development, Microsoft Excel, Salesforce.com, Credit, B2B, Customer Retention, Solution Selling, Selling, Direct Sales, Forecasting, CRM, Sales Presentations, Cold Calling, Relationship Management
Education
Arizona State University 1999 — 2003
B.A., Communications, Religion
Garrett Schoenberger Garrett Schoenberger's Balboa Capital Experience August 2004 - August 2005
Job Director of Acquisitions Curtis Capital Group
Industry Commercial Real Estate
Experience
ASU Booster Network 2000 - Present
Zoom Health Insurance March 2011 - December 2012
Cassidy Turley August 2005 - March 2011
Balboa Capital August 2004 - August 2005
Skills
Insurance, Sales, Training, Public Speaking, Motivation, Recruiting, Health Insurance, Call Center Development, Product Development, Commercial Real Estate, Tenant Representation, Sales Prospecting, Market Research, Real Estate, Cold Calling, Disposition, Contract Negotiation, Leases, Entrepreneurship, Location Intelligence, Management, CRM, Brokerage, Business Development, Dispositions
Education
Arizona State University 2000 — 2004
Bachelor of Science, Marketing - W.P. Carey School of Business, Cum Laude
ASU Booster Network 2000 - Present
Zoom Health Insurance March 2011 - December 2012
Cassidy Turley August 2005 - March 2011
Balboa Capital August 2004 - August 2005
Skills
Insurance, Sales, Training, Public Speaking, Motivation, Recruiting, Health Insurance, Call Center Development, Product Development, Commercial Real Estate, Tenant Representation, Sales Prospecting, Market Research, Real Estate, Cold Calling, Disposition, Contract Negotiation, Leases, Entrepreneurship, Location Intelligence, Management, CRM, Brokerage, Business Development, Dispositions
Education
Arizona State University 2000 — 2004
Bachelor of Science, Marketing - W.P. Carey School of Business, Cum Laude
Javier Enriquez Javier Enriquez's Balboa Capital Experience September 2003 - January 2014
Job Sales Manager at Regents Capital Corporation
Industry Financial Services
Experience
Regents Capital Corporation January 2014 - Present
LifeWorks April 2011 - Present
Balboa Capital September 2003 - January 2014
Skills
New Business Development, Contract Negotiation, Needs Analysis, Negotiation, Key Account Management, Portfolio Management, Account Management, Team Building, Sales Process, Sales Management, Financial Analysis, Solution Selling, Strategic Planning, Marketing, Direct Sales, Customer Satisfaction, Customer Retention
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
BS, Finance & Marketing
Regents Capital Corporation January 2014 - Present
LifeWorks April 2011 - Present
Balboa Capital September 2003 - January 2014
Skills
New Business Development, Contract Negotiation, Needs Analysis, Negotiation, Key Account Management, Portfolio Management, Account Management, Team Building, Sales Process, Sales Management, Financial Analysis, Solution Selling, Strategic Planning, Marketing, Direct Sales, Customer Satisfaction, Customer Retention
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
BS, Finance & Marketing
Jesse McLennan Jesse McLennan's Balboa Capital Experience December 2009 - June 2013
Job Vice President of National Recruiting
Industry Financial Services
Experience
Ascentium Capital June 2013 - Present
Balboa Capital December 2009 - June 2013
CalFirst 2010 - 2011
Northwestern Mutual Financial Network January 2009 - May 2010
Skills
Recruiting, Sales, Selling, Finance, Cold Calling, Networking, Interviewing Skills, Talent Acquisition, Onboarding, Entrepreneurship, Account Management, Salesforce.com, Business Development, CRM, Management, Leadership, Direct Sales, Sales Process, New Business Development, Negotiation, Start-ups, Team Building, Lead Generation, Relationship Management, Executive Management, Financial Services, Sales Presentations, Building Relationships, Credit, Training, Sales Management, Banking, Customer Retention, Strategy, Sales Operations, Solution Selling, Strategic Planning, Marketing, Strategic Partnerships, Human Resources, Applicant Tracking..., Contract Negotiation, Technical Recruiting, Sourcing, Social Media Marketing, Social Media, Talent Pipelining, SEO, Talent Mining, Internet Recruiting
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
business management, business
Ascentium Capital June 2013 - Present
Balboa Capital December 2009 - June 2013
CalFirst 2010 - 2011
Northwestern Mutual Financial Network January 2009 - May 2010
Skills
Recruiting, Sales, Selling, Finance, Cold Calling, Networking, Interviewing Skills, Talent Acquisition, Onboarding, Entrepreneurship, Account Management, Salesforce.com, Business Development, CRM, Management, Leadership, Direct Sales, Sales Process, New Business Development, Negotiation, Start-ups, Team Building, Lead Generation, Relationship Management, Executive Management, Financial Services, Sales Presentations, Building Relationships, Credit, Training, Sales Management, Banking, Customer Retention, Strategy, Sales Operations, Solution Selling, Strategic Planning, Marketing, Strategic Partnerships, Human Resources, Applicant Tracking..., Contract Negotiation, Technical Recruiting, Sourcing, Social Media Marketing, Social Media, Talent Pipelining, SEO, Talent Mining, Internet Recruiting
Education
California State University-Long Beach - College of Business Administration 2005 — 2010
business management, business
Stephanie Leyba Stephanie Leyba's Balboa Capital Experience September 2012 - December 2014
Job .
Industry Financial Services
Experience
Fidelity Capital Partners December 2014 - Present
Balboa Capital September 2012 - December 2014
Balboa Capital September 2012 - December 2012
United Auto Credit Corporation November 2010 - June 2012
Nordstrom July 2010 - December 2010
Bucks 4 Books November 2009 - November 2010
Panama Joe's November 2009 - June 2010
Sports Authority November 2008 - November 2009
LA Galaxy March 2008 - November 2008
American West WorldWide Express June 2008 - September 2008
Skills
Customer Service, Data Entry, Social Media, Event Planning, Loans, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Public Speaking, Advertising, Marketing Communications, Team Building, Team Leadership, Fundraising, Training, Customer Satisfaction, Teamwork, Call Centers, Facebook, Microsoft Excel, Sales
Education
California State University-Long Beach 2005 — 2010
BA, Communication Studies
Fidelity Capital Partners December 2014 - Present
Balboa Capital September 2012 - December 2014
Balboa Capital September 2012 - December 2012
United Auto Credit Corporation November 2010 - June 2012
Nordstrom July 2010 - December 2010
Bucks 4 Books November 2009 - November 2010
Panama Joe's November 2009 - June 2010
Sports Authority November 2008 - November 2009
LA Galaxy March 2008 - November 2008
American West WorldWide Express June 2008 - September 2008
Skills
Customer Service, Data Entry, Social Media, Event Planning, Loans, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Public Speaking, Advertising, Marketing Communications, Team Building, Team Leadership, Fundraising, Training, Customer Satisfaction, Teamwork, Call Centers, Facebook, Microsoft Excel, Sales
Education
California State University-Long Beach 2005 — 2010
BA, Communication Studies
Samantha Stack's Balboa Capital Experience August 2013 - May 2015
Job Account Director at Lux Associates Phoenix, Inc.
Industry Marketing and Advertising
Experience
Lux Associates- Phoenix, Inc. August 2015 - Present
IMCA Capital May 2015 - August 2015
Balboa Capital August 2013 - May 2015
Stein Mart May 2012 - September 2012
Charming Charlie May 2012 - August 2012
Riverwood Mansion May 2010 - July 2011
Lebanon High School Marching Band July 2009 - July 2011
Skills
Sales, Recruiting, Customer Service, Human Resources, Titling, Speech, Funding, Commercial Insurance, Microsoft Office, Presidency, Research, Report Writing, Ballroom Dance, Rowing, General Instructor, Leadership, Public Speaking, Marketing
Education
Arizona State University 2011 — 2013
Bachelor of Science, Biological Science
Middle Tennessee State University 2009 — 2011
Biology, focus in Physiology
Lux Associates- Phoenix, Inc. August 2015 - Present
IMCA Capital May 2015 - August 2015
Balboa Capital August 2013 - May 2015
Stein Mart May 2012 - September 2012
Charming Charlie May 2012 - August 2012
Riverwood Mansion May 2010 - July 2011
Lebanon High School Marching Band July 2009 - July 2011
Skills
Sales, Recruiting, Customer Service, Human Resources, Titling, Speech, Funding, Commercial Insurance, Microsoft Office, Presidency, Research, Report Writing, Ballroom Dance, Rowing, General Instructor, Leadership, Public Speaking, Marketing
Education
Arizona State University 2011 — 2013
Bachelor of Science, Biological Science
Middle Tennessee State University 2009 — 2011
Biology, focus in Physiology
Sarah Hostetler's Balboa Capital Experience July 2013 - April 2014
Job Sales Manager at Newport Dunes Waterfront Resort and Marina
Industry Public Relations and Communications
Experience
Pacific Hospitality Group July 2015 - Present
Newport Dunes Waterfront Resort and Marina May 2014 - July 2015
Balboa Capital July 2013 - April 2014
The Bungalow Restaurant March 2012 - June 2013
Ripe Orange Marketing February 2013 - May 2013
Churm Media January 2013 - May 2013
Goodwill Industries of South Central California 2012 - November 2012
Indigo Plum – Outerwear Boutique August 2011 - August 2012
Nordstrom October 2010 - January 2012
Nordstrom 2010 - 2012
Skills
Fashion, Facebook, Social Media, Photoshop, Visual Merchandising, Fashion Writing, Social Networking, Mac, Social Media Marketing, Trend Analysis, Press Releases, Advertising, Event Planning, Marketing, Public Relations, Customer Service, Sales, Sales Management
Education
Concordia University Irvine 2010 — 2013
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Staff Writer for the University Newspaper
Tacoma Community College
A.A, Arts and Science
Pacific Hospitality Group July 2015 - Present
Newport Dunes Waterfront Resort and Marina May 2014 - July 2015
Balboa Capital July 2013 - April 2014
The Bungalow Restaurant March 2012 - June 2013
Ripe Orange Marketing February 2013 - May 2013
Churm Media January 2013 - May 2013
Goodwill Industries of South Central California 2012 - November 2012
Indigo Plum – Outerwear Boutique August 2011 - August 2012
Nordstrom October 2010 - January 2012
Nordstrom 2010 - 2012
Skills
Fashion, Facebook, Social Media, Photoshop, Visual Merchandising, Fashion Writing, Social Networking, Mac, Social Media Marketing, Trend Analysis, Press Releases, Advertising, Event Planning, Marketing, Public Relations, Customer Service, Sales, Sales Management
Education
Concordia University Irvine 2010 — 2013
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Staff Writer for the University Newspaper
Tacoma Community College
A.A, Arts and Science
Thomas Bickford's Balboa Capital Experience 2005 - 2006
Job Southern California Regional Director at Staffing Network LLC
Industry Human Resources
Experience
Staffing Network LLC 2012 - Present
Robert Half International 2006 - 2012
Balboa Capital 2005 - 2006
Skills
Sales Management, Team Motivator, Professional Staffing, Direct Sales, Outstanding Customer..., Client Relationship..., Client Development, Multitasker, Technical Recruiting, Contract Recruitment, Manufacturing, Logistics, New Business Development, Business Strategy, Mentoring, Lean Manufacturing, Human Resources, Recruiting, Temporary Placement, CRM, HRIS, Customer Service, Interview Coaching, Customer Relations, Client Services, Client Engagement, HR Solutions, Sales Recruitment, Distribution, Human Relations, Electrical Maintenance
Education
Des Moines Area Community College 2000 — 2003
A.A. Degree
Staffing Network LLC 2012 - Present
Robert Half International 2006 - 2012
Balboa Capital 2005 - 2006
Skills
Sales Management, Team Motivator, Professional Staffing, Direct Sales, Outstanding Customer..., Client Relationship..., Client Development, Multitasker, Technical Recruiting, Contract Recruitment, Manufacturing, Logistics, New Business Development, Business Strategy, Mentoring, Lean Manufacturing, Human Resources, Recruiting, Temporary Placement, CRM, HRIS, Customer Service, Interview Coaching, Customer Relations, Client Services, Client Engagement, HR Solutions, Sales Recruitment, Distribution, Human Relations, Electrical Maintenance
Education
Des Moines Area Community College 2000 — 2003
A.A. Degree
Paige Strayer Paige Strayer's Balboa Capital Experience August 1996 - March 2006
Job Owner at Dawg~Ma Companion Care
Industry Health, Wellness and Fitness
Experience
Dawg~Ma Companion Care Ownerwww.ocdogfriendly.comMarch 2006 - Present
Balboa Capital August 1996 - March 2006
Skills
Finance, Customer Service, Account Management, New Business Development, Financial Analysis, Credit, Sales, Credit Analysis, Financial Reporting, Small Business, Accounting
Education
California State University-Long Beach 1991 — 1995
Bachelor of Art, Accounting
Dawg~Ma Companion Care Ownerwww.ocdogfriendly.comMarch 2006 - Present
Balboa Capital August 1996 - March 2006
Skills
Finance, Customer Service, Account Management, New Business Development, Financial Analysis, Credit, Sales, Credit Analysis, Financial Reporting, Small Business, Accounting
Education
California State University-Long Beach 1991 — 1995
Bachelor of Art, Accounting
Megan Crosby Megan Crosby's Balboa Capital Experience June 2013 - October 2014
Job Account Executive
Industry Consumer Services
Experience
1st Security Bank of Washington November 2014 - Present
Balboa Capital June 2013 - October 2014
GlobalTranz November 2012 - June 2013
Nordstrom June 2008 - August 2011
Skills
Customer Service, Communication, Interpersonal Skill, Organization, Windows, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Coordination, Logistics, Social Networking, Outlook, Public Speaking, Retail, Merchandising, Data Analysis, Research, Sales Process, Transportation
Education
Arizona State University 2008 — 2012
Bachelor of Science (BS), Sociology
1st Security Bank of Washington November 2014 - Present
Balboa Capital June 2013 - October 2014
GlobalTranz November 2012 - June 2013
Nordstrom June 2008 - August 2011
Skills
Customer Service, Communication, Interpersonal Skill, Organization, Windows, Microsoft Word, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Coordination, Logistics, Social Networking, Outlook, Public Speaking, Retail, Merchandising, Data Analysis, Research, Sales Process, Transportation
Education
Arizona State University 2008 — 2012
Bachelor of Science (BS), Sociology
Peter Duncan's Balboa Capital Experience March 2000 - January 2001
Job Vice President, Director of Financial Planning & Analysis at California Republic Bank
Industry Financial Services
Experience
California Republic Bank May 2014 - Present
Banc of California May 2012 - May 2014
BNY Mellon July 2008 - June 2012
Option One Mortgage March 2001 - February 2008
Option One Mortgage January 2003 - May 2006
Option One Mortgage May 2002 - January 2003
Option One Mortgage March 2001 - May 2002
Balboa Capital March 2000 - January 2001
Skills
Business Process..., Project Planning, Forecasting and..., Business Analysis, Process Improvement, Strategic Planning, Data Analysis, Financial Modeling, Program Management, Finance, Cross-functional Team..., Budgets, Analysis, Leadership, Valuation, Strategy, Forecasting, Strategic Financial..., Mergers & Acquisitions, Analytics, Corporate Finance, Business Planning, Financial Planning, Portfolio Management
Education
Chapman University 2006 — 2008
MBA, Business
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
MBA, Business
Arizona State University 1994 — 1999
BA, Political Science
California Republic Bank May 2014 - Present
Banc of California May 2012 - May 2014
BNY Mellon July 2008 - June 2012
Option One Mortgage March 2001 - February 2008
Option One Mortgage January 2003 - May 2006
Option One Mortgage May 2002 - January 2003
Option One Mortgage March 2001 - May 2002
Balboa Capital March 2000 - January 2001
Skills
Business Process..., Project Planning, Forecasting and..., Business Analysis, Process Improvement, Strategic Planning, Data Analysis, Financial Modeling, Program Management, Finance, Cross-functional Team..., Budgets, Analysis, Leadership, Valuation, Strategy, Forecasting, Strategic Financial..., Mergers & Acquisitions, Analytics, Corporate Finance, Business Planning, Financial Planning, Portfolio Management
Education
Chapman University 2006 — 2008
MBA, Business
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
MBA, Business
Arizona State University 1994 — 1999
BA, Political Science
William McGrew William McGrew's Balboa Capital Experience October 2010 - August 2012
Job Orthopaedic Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker August 2012 - Present
Balboa Capital October 2010 - August 2012
Balboa Capital October 2010 - September 2011
Direct Capital Corporation April 2007 - October 2010
Skills
Finance, New Business Development, Account Management, Direct Sales, Business Development, Sales Management, Recruiting, Sales, Portfolio Management, Credit, Salesforce.com, Financial Analysis, Commercial Lending, Credit Analysis, Cold Calling, Sales Process, Management
Education
Franklin Pierce College 2002 — 2008
BS, MBA, Finance, Leadership
Stryker August 2012 - Present
Balboa Capital October 2010 - August 2012
Balboa Capital October 2010 - September 2011
Direct Capital Corporation April 2007 - October 2010
Skills
Finance, New Business Development, Account Management, Direct Sales, Business Development, Sales Management, Recruiting, Sales, Portfolio Management, Credit, Salesforce.com, Financial Analysis, Commercial Lending, Credit Analysis, Cold Calling, Sales Process, Management
Education
Franklin Pierce College 2002 — 2008
BS, MBA, Finance, Leadership
Ernesto Lara Ernesto Lara's Balboa Capital Experience May 2015 - Present
Job Digital Marketing Specialist at Balboa Capital
Industry Marketing and Advertising
Experience
Balboa Capital May 2015 - Present
InsideUp March 2013 - April 2015
MPC Electronics September 2010 - August 2012
San Diego Leather August 2011 - March 2012
Independent Consultant 2011 - 2012
JP Marine July 2011 - September 2011
Skills
Conversion Optimization, Digital Marketing, SEO, PPC, Email Marketing, User Experience, HTML5, Google Analytics, User Interface, CSS, PHP, Flash, Web Design, HTML, Usability Engineering, CMS, Joomla, Online Marketing, Facebook, jQuery, Online Advertising, ActionScript, User Interface Design, JavaScript, XHTML, Android, Accessibility, Web Analytics, Dreamweaver, Front-end, Windows, HTML + CSS, Web Standards, XML, Web Applications, HTML 5, Web Marketing, Marketing, Advertising, Management, Front-end Development, Fireworks, Usability Design, Flash Animation, Microsoft Office, Web Development, Social Media, Social Media Marketing, Lead Generation, Marketing Strategy
Education
Full Sail University 2015 — 2016
Internet Marketing, Master's, Internet Marketing
Full Sail University 2013 — 2015
Bachelor's degree, Internet Marketing, B
Southwestern College 2008 — 2012
Web design and development, Computer and Information Sciences and Support Services
castle park high school 2004 — 2007
instituto mexico 2000 — 2003
Middle School, computers
sdce 2013 — 2014
Computer Programming, Specific Applications
Udemy
Online B2B Web Development and Digital Marketing self-improvement courses, Digital Marketing, N/A
Balboa Capital May 2015 - Present
InsideUp March 2013 - April 2015
MPC Electronics September 2010 - August 2012
San Diego Leather August 2011 - March 2012
Independent Consultant 2011 - 2012
JP Marine July 2011 - September 2011
Skills
Conversion Optimization, Digital Marketing, SEO, PPC, Email Marketing, User Experience, HTML5, Google Analytics, User Interface, CSS, PHP, Flash, Web Design, HTML, Usability Engineering, CMS, Joomla, Online Marketing, Facebook, jQuery, Online Advertising, ActionScript, User Interface Design, JavaScript, XHTML, Android, Accessibility, Web Analytics, Dreamweaver, Front-end, Windows, HTML + CSS, Web Standards, XML, Web Applications, HTML 5, Web Marketing, Marketing, Advertising, Management, Front-end Development, Fireworks, Usability Design, Flash Animation, Microsoft Office, Web Development, Social Media, Social Media Marketing, Lead Generation, Marketing Strategy
Education
Full Sail University 2015 — 2016
Internet Marketing, Master's, Internet Marketing
Full Sail University 2013 — 2015
Bachelor's degree, Internet Marketing, B
Southwestern College 2008 — 2012
Web design and development, Computer and Information Sciences and Support Services
castle park high school 2004 — 2007
instituto mexico 2000 — 2003
Middle School, computers
sdce 2013 — 2014
Computer Programming, Specific Applications
Udemy
Online B2B Web Development and Digital Marketing self-improvement courses, Digital Marketing, N/A
Heather Adamson Heather Adamson's Balboa Capital Experience July 2014 - January 2015
Job Actively Seeking FullTime Employment for Administrative Support Position
Industry Financial Services
Experience
Jules and Associates, Inc. February 2015 - April 2015
Balboa Capital July 2014 - January 2015
AXIS Capital, Inc. August 2013 - March 2014
Provident Equipment Leasing / Celtic March 2013 - July 2013
Elite Global Solutions March 2012 - November 2012
Relational Technology Solutions September 2005 - November 2009
Churchill Technology Finance January 2005 - August 2005
Pacific Rim Capital April 2004 - August 2004
CalFirst Bancorp / aka Amplicon, Inc. September 1994 - August 2003
Skills
Microsoft Office, Customer Service, Account Management, Product Management, Solution Selling, New Business Development, Project Management, Windows, Sales, Product Marketing, Time Management, Organization, Proposal Writing, Sales Administration, Dictaphone, Front Office, Office Administration, Conflict Resolution, Cold Calling, Account Reconciliation, Research, Fitness, Belly Dance, Highly detail oriented, QuickBooks, Salesforce.com, Fishbowl Inventory, Lease Administration, Lease Documentation, Lease Financing, Invoicing, Key Account Development, Lead Generation, Mac, Networking, Quality Control, Vendor Management, Yoga, Zumba, Sales Management, CRM, Data Entry, Microsoft Excel, Business Development
Education
Golden West College 2003 — 2005
Liberal Arts, General Business Studies
La Quinta High School 1985 — 1988
Jules and Associates, Inc. February 2015 - April 2015
Balboa Capital July 2014 - January 2015
AXIS Capital, Inc. August 2013 - March 2014
Provident Equipment Leasing / Celtic March 2013 - July 2013
Elite Global Solutions March 2012 - November 2012
Relational Technology Solutions September 2005 - November 2009
Churchill Technology Finance January 2005 - August 2005
Pacific Rim Capital April 2004 - August 2004
CalFirst Bancorp / aka Amplicon, Inc. September 1994 - August 2003
Skills
Microsoft Office, Customer Service, Account Management, Product Management, Solution Selling, New Business Development, Project Management, Windows, Sales, Product Marketing, Time Management, Organization, Proposal Writing, Sales Administration, Dictaphone, Front Office, Office Administration, Conflict Resolution, Cold Calling, Account Reconciliation, Research, Fitness, Belly Dance, Highly detail oriented, QuickBooks, Salesforce.com, Fishbowl Inventory, Lease Administration, Lease Documentation, Lease Financing, Invoicing, Key Account Development, Lead Generation, Mac, Networking, Quality Control, Vendor Management, Yoga, Zumba, Sales Management, CRM, Data Entry, Microsoft Excel, Business Development
Education
Golden West College 2003 — 2005
Liberal Arts, General Business Studies
La Quinta High School 1985 — 1988
Brad Fleener Brad Fleener's Balboa Capital Experience August 2008 - July 2011
Job Small Business Specialist at US Bank
Industry Financial Services
Experience
US Bank July 2011 - Present
Balboa Capital August 2008 - July 2011
Skills
Sales, Customer Service, Banking, Management, Finance, Time Management, Small Business, CRM, Cold Calling, Account Management, Loans, Small Business Lending, Customer Relations, Consultative Selling, Business Strategy, Business Planning, Selling, Mentoring, Portfolio Management, Credit Analysis, Employee Training
Education
California State University-Chico 2003 — 2008
Business, Marketing
US Bank July 2011 - Present
Balboa Capital August 2008 - July 2011
Skills
Sales, Customer Service, Banking, Management, Finance, Time Management, Small Business, CRM, Cold Calling, Account Management, Loans, Small Business Lending, Customer Relations, Consultative Selling, Business Strategy, Business Planning, Selling, Mentoring, Portfolio Management, Credit Analysis, Employee Training
Education
California State University-Chico 2003 — 2008
Business, Marketing
Raymond Buckley's Balboa Capital Experience May 1995 - May 2006
Job SVP, Lease Originations Western Region at ATEL Capital Group
Industry Financial Services
Experience
ATEL Capital Group June 2015 - Present
NXT Capital April 2013 - May 2015
GE Capital June 2006 - April 2013
Balboa Capital May 1995 - May 2006
Skills
Origination, Corporate Finance, Commercial Banking, Commercial Lending, Capital Equipment, Equipment Finance, Leasing, Debt, Lines Of Credit, Asset Based Lending, Debt Restructuring, Recapitalizations, Project Finance, Structured Finance, Syndications, Small Business Lending, Middle Market, Public Companies, Private Companies, Fleet, Capital Markets, Credit Analysis, Finance, Private Equity, Securitization, Cash Flow, Due Diligence, Loan Origination, Banking, Credit Risk, Financial Modeling, Relationship Management, Underwriting, Financial Structuring, Funding, Financial Services, Asset Management, Leveraged Finance, Commercial Real Estate, Commercial Finance, Portfolio Management, Vendor, Valuation, Treasury Management, Commercial Leasing, New Business Development, Factoring, Value Based Selling, Direct Sales, Long-term Customer...
Education
Babson College 1990 — 1994
Bachelor of Science, Entrepreneurial Studies/Marketing
Foothill High School - Pleasanton, CA 1986 — 1990
ATEL Capital Group June 2015 - Present
NXT Capital April 2013 - May 2015
GE Capital June 2006 - April 2013
Balboa Capital May 1995 - May 2006
Skills
Origination, Corporate Finance, Commercial Banking, Commercial Lending, Capital Equipment, Equipment Finance, Leasing, Debt, Lines Of Credit, Asset Based Lending, Debt Restructuring, Recapitalizations, Project Finance, Structured Finance, Syndications, Small Business Lending, Middle Market, Public Companies, Private Companies, Fleet, Capital Markets, Credit Analysis, Finance, Private Equity, Securitization, Cash Flow, Due Diligence, Loan Origination, Banking, Credit Risk, Financial Modeling, Relationship Management, Underwriting, Financial Structuring, Funding, Financial Services, Asset Management, Leveraged Finance, Commercial Real Estate, Commercial Finance, Portfolio Management, Vendor, Valuation, Treasury Management, Commercial Leasing, New Business Development, Factoring, Value Based Selling, Direct Sales, Long-term Customer...
Education
Babson College 1990 — 1994
Bachelor of Science, Entrepreneurial Studies/Marketing
Foothill High School - Pleasanton, CA 1986 — 1990
Kali Famiglio Kali Famiglio's Balboa Capital Experience 2012 - 2014
Job Freelance Marketing and Public Relations
Industry Marketing and Advertising
Experience
Freelance Marketing and Public Relations October 2014 - Present
Crimson and Kali 2011 - Present
Balboa Capital 2012 - 2014
GypsyFade 2012 - 2012
The Roxy Theatre February 2010 - October 2010
Sunset Strip Music Festival 2010 - 2010
TOMS Shoes 2008 - 2008
Skills
Account Management, Public Relations, Salesforce.com, Sales, Social Media, Direct Sales, Cold Calling, Fundraising, Commercial Finance, Marketing, Social Networking, Social Media Marketing, Lead Generation, Facebook, Advertising, Leadership, Customer Service, Blogging
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Commercial and Advertising Art, Minor in Art History
North Lake College
Grapevine High School 2000 — 2004
Freelance Marketing and Public Relations October 2014 - Present
Crimson and Kali 2011 - Present
Balboa Capital 2012 - 2014
GypsyFade 2012 - 2012
The Roxy Theatre February 2010 - October 2010
Sunset Strip Music Festival 2010 - 2010
TOMS Shoes 2008 - 2008
Skills
Account Management, Public Relations, Salesforce.com, Sales, Social Media, Direct Sales, Cold Calling, Fundraising, Commercial Finance, Marketing, Social Networking, Social Media Marketing, Lead Generation, Facebook, Advertising, Leadership, Customer Service, Blogging
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Commercial and Advertising Art, Minor in Art History
North Lake College
Grapevine High School 2000 — 2004
Eric Lemberger Eric Lemberger's Balboa Capital Experience July 2008 - June 2009
Job Senior Account Manager at Conversant, Inc.
Industry Marketing and Advertising
Experience
Conversant, Inc. April 2014 - Present
Conversant, Inc. February 2013 - March 2014
Consumer Media Network November 2011 - January 2013
enCircle Media, LLC June 2010 - November 2011
Balboa Capital July 2008 - June 2009
Zubi Advertising Services December 2007 - June 2008
Dailey & Associates March 2007 - December 2007
Skills
Online Advertising, Media Planning, Marketing, Digital Marketing, Social Media, Digital Media, Email Marketing, Market Research, Strategy, Social Media Marketing, Lead Generation, Business Development, Public Relations, CRM, Project Planning, Advertising, Budgets, Direct Marketing, SEO, Management, Media Buying
Education
California State University-Fullerton 2004 — 2007
Bachelor of Arts, Communications
Conversant, Inc. April 2014 - Present
Conversant, Inc. February 2013 - March 2014
Consumer Media Network November 2011 - January 2013
enCircle Media, LLC June 2010 - November 2011
Balboa Capital July 2008 - June 2009
Zubi Advertising Services December 2007 - June 2008
Dailey & Associates March 2007 - December 2007
Skills
Online Advertising, Media Planning, Marketing, Digital Marketing, Social Media, Digital Media, Email Marketing, Market Research, Strategy, Social Media Marketing, Lead Generation, Business Development, Public Relations, CRM, Project Planning, Advertising, Budgets, Direct Marketing, SEO, Management, Media Buying
Education
California State University-Fullerton 2004 — 2007
Bachelor of Arts, Communications
Cody Thompson Cody Thompson's Balboa Capital Experience July 2013 - August 2014
Job Credit Coordinator at Matrix Business Capital
Industry Financial Services
Experience
Matrix Business Capital January 2015 - Present
Spikeball Inc. September 2014 - Present
Balboa Capital July 2013 - August 2014
Butte Creek Country Club January 2012 - June 2012
Skyway Golf Park March 2007 - January 2010
Skills
Finance, Sales, Credit, Loan Origination, Account Management, Project Management, Business, Golf, Financial Analysis, Geography, Franchise Sales, Human Geography, Franchise Consulting, Economic Geography, Communication, Working Capital..., Illustrator, Sales Logix, Creative Problem Solving, Loan Servicing, Adobe, Financial Advisory, Management, Credit Risk
Education
CSU Chico 2010 — 2013
Bachelor of Science (BS), Human Geography
Chico High 2004 — 2008
Matrix Business Capital January 2015 - Present
Spikeball Inc. September 2014 - Present
Balboa Capital July 2013 - August 2014
Butte Creek Country Club January 2012 - June 2012
Skyway Golf Park March 2007 - January 2010
Skills
Finance, Sales, Credit, Loan Origination, Account Management, Project Management, Business, Golf, Financial Analysis, Geography, Franchise Sales, Human Geography, Franchise Consulting, Economic Geography, Communication, Working Capital..., Illustrator, Sales Logix, Creative Problem Solving, Loan Servicing, Adobe, Financial Advisory, Management, Credit Risk
Education
CSU Chico 2010 — 2013
Bachelor of Science (BS), Human Geography
Chico High 2004 — 2008
Gina Yager Gina Yager's Balboa Capital Experience 1996 - 2000
Job Realtor at Pinnacle Estate Properties, Inc.
Industry Real Estate
Experience
Pinnacle Estate Properties, Inc. 2012 - Present
Consumer Portfolio Services 2000 - 2003
Balboa Capital 1996 - 2000
Rockford Industries, Inc. 1994 - 1996
Cenfed Bank 1992 - 1994
Skills
Finance, Financial Analysis, Real Estate, Real Estate Negotiating, Seller Representation, Buyer Representation, Sales, Management, Credit Analysis, Loans, Credit, Underwriting, Funding, Consumer Lending, Credit Risk, Portfolio Management, Insurance, Risk Management, Forecasting, Microsoft Excel, Foreclosures, SFR, First Time Home Buyers, Sellers, Investment Properties, REO
Education
University of Phoenix-Southern California Campus 1999 — 2001
Business Administration, Management and Operations
Cypress College 1989 — 1990
Pinnacle Estate Properties, Inc. 2012 - Present
Consumer Portfolio Services 2000 - 2003
Balboa Capital 1996 - 2000
Rockford Industries, Inc. 1994 - 1996
Cenfed Bank 1992 - 1994
Skills
Finance, Financial Analysis, Real Estate, Real Estate Negotiating, Seller Representation, Buyer Representation, Sales, Management, Credit Analysis, Loans, Credit, Underwriting, Funding, Consumer Lending, Credit Risk, Portfolio Management, Insurance, Risk Management, Forecasting, Microsoft Excel, Foreclosures, SFR, First Time Home Buyers, Sellers, Investment Properties, REO
Education
University of Phoenix-Southern California Campus 1999 — 2001
Business Administration, Management and Operations
Cypress College 1989 — 1990
Alan Weis's Balboa Capital Experience January 1999 - January 2001
Job Sunco Automotive Equipment, LLC dba AutoEquipmentDepot.com
Industry Automotive
Experience
Sunco Automotive Equipment LLC February 2013 - Present
LeaseStation Holdings, LLC March 2011 - November 2013
LeaseNET Financial Services Inc. January 2008 - March 2011
Sun State Capital Corp. 2003 - 2010
Amerifund January 2001 - January 2004
Balboa Capital January 1999 - January 2001
Education
Arizona State University 1995 — 1999
BS Science
Arizona State University 1995 — 1999
Bachelor's degree
Sunco Automotive Equipment LLC February 2013 - Present
LeaseStation Holdings, LLC March 2011 - November 2013
LeaseNET Financial Services Inc. January 2008 - March 2011
Sun State Capital Corp. 2003 - 2010
Amerifund January 2001 - January 2004
Balboa Capital January 1999 - January 2001
Education
Arizona State University 1995 — 1999
BS Science
Arizona State University 1995 — 1999
Bachelor's degree
Curt Hixson's Balboa Capital Experience June 2006 - March 2011
Job Business Development Manager West Coast at Altec
Industry Information Technology and Services
Experience
Altec February 2013 - Present
Neudesic March 2011 - January 2013
Balboa Capital June 2006 - March 2011
Skills
Microsoft CRM, Microsoft Excel, Sales, Outlook, Social Media, Business Development, Email Marketing, Cold Calling, Marketing, Account Management, Channel Partners
Education
California State University-Chico 2001 — 2006
History
Altec February 2013 - Present
Neudesic March 2011 - January 2013
Balboa Capital June 2006 - March 2011
Skills
Microsoft CRM, Microsoft Excel, Sales, Outlook, Social Media, Business Development, Email Marketing, Cold Calling, Marketing, Account Management, Channel Partners
Education
California State University-Chico 2001 — 2006
History
Bradley Kissler Bradley Kissler's Balboa Capital Experience December 1999 - March 2003
Job Visionary Entrepreneur and Investor
Industry Financial Services
Experience
STRADA Capital Corporation March 2003 - Present
STRADA Capital Corporation February 2003 - Present
Asili, LLC dba Marula November 2012 - December 2013
Balboa Capital December 1999 - March 2003
Balboa Capital October 1996 - December 1999
Skills
Finance, Loans, Leadership, Funding, Sales, Financial Services, Entrepreneurship, Commercial Lending, Commercial Finance, Small Business Lending, Executive Management, Asset Based Lending, Business Development, Marketing, Credit, New Business Development, Sales Management, Loan Origination, Small Business, Financial Structuring, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Investments, Structured Finance, Start-ups, Working Capital..., Corporate Finance, Lines Of Credit, Mergers & Acquisitions, Bridge Loans, Capital, Factoring, Lead Generation, Underwriting, Relationship Management, Commercial Mortgages, Sales & Marketing..., Direct Sales, Refinance, Account Management, Mortgage Lending, CFOs, Sales Management..., Consultative Sales..., Asset, Merchant Services, Sales Process
Education
Loyola Marymount University 1995 — 1997
Sports Broadcasting
California State University-Fullerton 1989 — 1993
BA, Broadcast Journalism
STRADA Capital Corporation March 2003 - Present
STRADA Capital Corporation February 2003 - Present
Asili, LLC dba Marula November 2012 - December 2013
Balboa Capital December 1999 - March 2003
Balboa Capital October 1996 - December 1999
Skills
Finance, Loans, Leadership, Funding, Sales, Financial Services, Entrepreneurship, Commercial Lending, Commercial Finance, Small Business Lending, Executive Management, Asset Based Lending, Business Development, Marketing, Credit, New Business Development, Sales Management, Loan Origination, Small Business, Financial Structuring, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Investments, Structured Finance, Start-ups, Working Capital..., Corporate Finance, Lines Of Credit, Mergers & Acquisitions, Bridge Loans, Capital, Factoring, Lead Generation, Underwriting, Relationship Management, Commercial Mortgages, Sales & Marketing..., Direct Sales, Refinance, Account Management, Mortgage Lending, CFOs, Sales Management..., Consultative Sales..., Asset, Merchant Services, Sales Process
Education
Loyola Marymount University 1995 — 1997
Sports Broadcasting
California State University-Fullerton 1989 — 1993
BA, Broadcast Journalism
Adam Do Adam Do's Balboa Capital Experience 2009 - 2010
Job Sr. Account Executive at Alliance Funding Group
Industry Financial Services
Experience
Alliance Funding Group January 2013 - Present
Balboa Capital 2009 - 2010
Nationwide Business Credit 2007 - 2008
Affinity Business Capital 2007 - 2008
Fremont Investment and Loans January 2006 - January 2007
Skills
Direct Sales, Sales, Marketing Strategy, Salesforce.com, Accounting, Cold Calling, Sales Process, Solution Selling, Account Management, Financial Services, Lead Generation, Selling
Education
California State University-Fullerton 2005 — 2007
Bachelor's degree, Sociology, Business Adminstration, Finance
Alliance Funding Group January 2013 - Present
Balboa Capital 2009 - 2010
Nationwide Business Credit 2007 - 2008
Affinity Business Capital 2007 - 2008
Fremont Investment and Loans January 2006 - January 2007
Skills
Direct Sales, Sales, Marketing Strategy, Salesforce.com, Accounting, Cold Calling, Sales Process, Solution Selling, Account Management, Financial Services, Lead Generation, Selling
Education
California State University-Fullerton 2005 — 2007
Bachelor's degree, Sociology, Business Adminstration, Finance
Kimberly Bartling, CLFP Kimberly Bartling, CLFP's Balboa Capital Experience April 2009 - March 2013
Job Funding Manager at Alliance Funding Group
Industry Financial Services
Experience
Alliance Funding Group March 2013 - Present
Balboa Capital April 2009 - March 2013
Balboa Capital Corporation September 2006 - November 2008
California First Leasing Corporation September 2005 - September 2006
American Capital Group December 1999 - September 2005
Skills
Funding, Loans, Credit, Credit Analysis, Operations Management, Finance, Commercial Lending, Selling, Syndications, Small Business Lending
Education
California State University-Long Beach 1998 — 2000
Business Administration
Golden West College 1995 — 1997
Liberal Arts
Alliance Funding Group March 2013 - Present
Balboa Capital April 2009 - March 2013
Balboa Capital Corporation September 2006 - November 2008
California First Leasing Corporation September 2005 - September 2006
American Capital Group December 1999 - September 2005
Skills
Funding, Loans, Credit, Credit Analysis, Operations Management, Finance, Commercial Lending, Selling, Syndications, Small Business Lending
Education
California State University-Long Beach 1998 — 2000
Business Administration
Golden West College 1995 — 1997
Liberal Arts
Raul Gatewood Raul Gatewood's Balboa Capital Experience July 2014 - June 2015
Job Senior Account Manager at First National Capital Corporation
Industry Financial Services
Experience
First National Capital Corporation July 2015 - Present
Balboa Capital July 2014 - June 2015
Crossline Capital, Inc. October 2013 - July 2014
Sound Mortgage January 2012 - October 2013
The Bank of England - AR, FDIC January 2012 - December 2012
Ovation Home Loans November 2010 - January 2012
Essex Mortgage / iApprove Lending / PacificBanc Mortgage March 2009 - June 2010
Amelia Island, Florida January 2008 - January 2009
Mandalay Mortgage February 2002 - November 2007
WMC Mortgage September 1996 - January 2002
Skills
FHA, Mortgage Lending, Credit, Residential Homes, Refinance, VA loans, Loans, Loss Mitigation, Mortgage Banking, Underwriting, Residential Mortgages, Sales, Real Estate Financing, Loan Origination, Reverse Mortgages, Government Loans, Certified Mortgage..., Construction Loans, FHA financing, Credit Analysis, Commercial Lending, Mortgage Underwriting, Loan Servicing, Non-Conforming, Home Equity Lines of..., Mortgage Marketing, Real Estate Economics, Commercial Mortgages, Mortgage Servicing, Financial Structuring, First Time Home Buyers, USDA, Debt Consolidation, Capital Equipment..., VA Loans, Finance
Education
Chaminade University of Honolulu
US ARMY - Veteran
Technical Certification, Electronic Communication / Security
First National Capital Corporation July 2015 - Present
Balboa Capital July 2014 - June 2015
Crossline Capital, Inc. October 2013 - July 2014
Sound Mortgage January 2012 - October 2013
The Bank of England - AR, FDIC January 2012 - December 2012
Ovation Home Loans November 2010 - January 2012
Essex Mortgage / iApprove Lending / PacificBanc Mortgage March 2009 - June 2010
Amelia Island, Florida January 2008 - January 2009
Mandalay Mortgage February 2002 - November 2007
WMC Mortgage September 1996 - January 2002
Skills
FHA, Mortgage Lending, Credit, Residential Homes, Refinance, VA loans, Loans, Loss Mitigation, Mortgage Banking, Underwriting, Residential Mortgages, Sales, Real Estate Financing, Loan Origination, Reverse Mortgages, Government Loans, Certified Mortgage..., Construction Loans, FHA financing, Credit Analysis, Commercial Lending, Mortgage Underwriting, Loan Servicing, Non-Conforming, Home Equity Lines of..., Mortgage Marketing, Real Estate Economics, Commercial Mortgages, Mortgage Servicing, Financial Structuring, First Time Home Buyers, USDA, Debt Consolidation, Capital Equipment..., VA Loans, Finance
Education
Chaminade University of Honolulu
US ARMY - Veteran
Technical Certification, Electronic Communication / Security
Linsey Markle Linsey Markle's Balboa Capital Experience October 2007 - April 2008
Job AVP DEALER RELATIONSHIP MNG
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2013 - Present
JPMorgan Chase April 2009 - Present
MPP Group in association with Van Tuyl Inc. March 2008 - April 2009
Balboa Capital October 2007 - April 2008
Mpp Group February 2006 - June 2006
Skills
Financial Services, Direct Sales, Commercial Lending, Small Business Lending, Sales Operations, Business Development, Sales Presentations, Customer Service, Customer Retention, Salesforce.com, Asset Managment, Negotiation, Corporate Finance, Asset Based Lending, Customer Satisfaction, Business Analysis, Banking, Budgets, Sales Management, Financial Modeling, Loans, Recruiting, Retail, Leadership, Loan Origination, Contract Negotiation, Real Estate, Lead Generation, Risk Management, Asset Management, Business Planning, Finance, Management, Process Improvement, B2B, Strategic Planning, Marketing, Team Building, Team Leadership, Sales, Selling, Life Insurance, Insurance, Mortgage Lending, Business Strategy, Commercial Banking, Underwriting
Education
University of Phoenix 2012 — 2013
Bachelor of Science (BSc) in process, Finance and Financial Management Services, n/a
Arizona School of Real Estate 2005 — 2006
Real Estate Licence, AZ real estate, Licence
Park University 2001 — 2005
Bachelor of Science (BS) in process, finance
Community College of the Air Force 2003 — 2004
Comptroller, Accounting and Finance, 4.0
JPMorgan Chase & Co. August 2013 - Present
JPMorgan Chase April 2009 - Present
MPP Group in association with Van Tuyl Inc. March 2008 - April 2009
Balboa Capital October 2007 - April 2008
Mpp Group February 2006 - June 2006
Skills
Financial Services, Direct Sales, Commercial Lending, Small Business Lending, Sales Operations, Business Development, Sales Presentations, Customer Service, Customer Retention, Salesforce.com, Asset Managment, Negotiation, Corporate Finance, Asset Based Lending, Customer Satisfaction, Business Analysis, Banking, Budgets, Sales Management, Financial Modeling, Loans, Recruiting, Retail, Leadership, Loan Origination, Contract Negotiation, Real Estate, Lead Generation, Risk Management, Asset Management, Business Planning, Finance, Management, Process Improvement, B2B, Strategic Planning, Marketing, Team Building, Team Leadership, Sales, Selling, Life Insurance, Insurance, Mortgage Lending, Business Strategy, Commercial Banking, Underwriting
Education
University of Phoenix 2012 — 2013
Bachelor of Science (BSc) in process, Finance and Financial Management Services, n/a
Arizona School of Real Estate 2005 — 2006
Real Estate Licence, AZ real estate, Licence
Park University 2001 — 2005
Bachelor of Science (BS) in process, finance
Community College of the Air Force 2003 — 2004
Comptroller, Accounting and Finance, 4.0
Andy Boak's Balboa Capital Experience March 2011 - February 2013
Job Business Development at Fleetmatics
Industry Transportation/Trucking/Railroad
Experience
Fleetmatics February 2014 - Present
Balboa Capital March 2011 - February 2013
Skills
New Business Development, Business Development, Sales Management, Sales, Account Management, Management, Negotiation, Customer Service, Team Building, Contract Negotiation, Leadership
Education
Arizona State University 2006 — 2009
Bachelor of Arts (B.A.), Communication
Arizona State University 2004 — 2009
Communication, Mass Communication/Media Studies
Fleetmatics February 2014 - Present
Balboa Capital March 2011 - February 2013
Skills
New Business Development, Business Development, Sales Management, Sales, Account Management, Management, Negotiation, Customer Service, Team Building, Contract Negotiation, Leadership
Education
Arizona State University 2006 — 2009
Bachelor of Arts (B.A.), Communication
Arizona State University 2004 — 2009
Communication, Mass Communication/Media Studies
Marshall Wand Marshall Wand's Balboa Capital Experience August 2014 - August 2015
Job Always be closing
Industry Financial Services
Experience
Advanced Merchant Services, Inc September 2015 - Present
Balboa Capital August 2014 - August 2015
ADT August 2013 - August 2014
UPS December 2011 - August 2013
Skills
Cold Calling, Customer Service, Marketing, Sales, Sales Management, B2B, Customer Retention, Direct Sales, Leadership, Sales Operations, Sales Process, Salesforce.com, Solution Selling
Education
Florida State College at Jacksonville 2010 — 2012
Mandarin High School 2006 — 2010
High School
Advanced Merchant Services, Inc September 2015 - Present
Balboa Capital August 2014 - August 2015
ADT August 2013 - August 2014
UPS December 2011 - August 2013
Skills
Cold Calling, Customer Service, Marketing, Sales, Sales Management, B2B, Customer Retention, Direct Sales, Leadership, Sales Operations, Sales Process, Salesforce.com, Solution Selling
Education
Florida State College at Jacksonville 2010 — 2012
Mandarin High School 2006 — 2010
High School
Brian Manson Brian Manson's Balboa Capital Experience May 2005 - August 2015
Job Vice President of Credit at Regents Capital Corporation
Industry Financial Services
Experience
Regents Capital Corporation September 2015 - Present
Balboa Capital May 2005 - August 2015
American Express Business Finance May 2000 - April 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Credit, Banking, Financial Services
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Accounting
Regents Capital Corporation September 2015 - Present
Balboa Capital May 2005 - August 2015
American Express Business Finance May 2000 - April 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Credit, Banking, Financial Services
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Accounting
Rohan Anderson, MBA Rohan Anderson, MBA's Balboa Capital Experience 2012 - 2013
Job ACCOMPLISHED FINANCIAL SERVICES PROFESSIONAL
Industry Financial Services
Experience
Balboa Capital 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo Financial 2009 - 2010
Firestone 2007 - 2009
Skills
Business Skills, Politics, Negotiation, Financial Analysis, Strategic Financial..., Business Strategy, Marketing Strategy, Business Analysis
Education
University of La Verne 2010 — 2012
Master of Business Administration (MBA), Management and Leadership
California State University-Dominguez Hills 2007 — 2009
Bachelor of Science (BS), Marketing
Balboa Capital 2012 - 2013
Wells Fargo 2010 - 2012
Wells Fargo Financial 2009 - 2010
Firestone 2007 - 2009
Skills
Business Skills, Politics, Negotiation, Financial Analysis, Strategic Financial..., Business Strategy, Marketing Strategy, Business Analysis
Education
University of La Verne 2010 — 2012
Master of Business Administration (MBA), Management and Leadership
California State University-Dominguez Hills 2007 — 2009
Bachelor of Science (BS), Marketing
Steve Harwood's Balboa Capital Experience April 2015 - Present
Job Syndicator/Sr. Credit Analyst at Balboa Capital
Industry Financial Services
Experience
Balboa Capital April 2015 - Present
First Financial Corporate Services 2011 - 2015
Envision Capital Group LLC 2009 - 2010
Ally Financial Inc. (previously known as GMAC) 2004 - 2008
Yamaha Motor Corporation, USA 2000 - 2004
Toyota Financial Services 1998 - 2000
Skills
Portfolio Management, Team Building, Credit, Finance, Sales Management, Banking, Customer Service, Credit Analysis, Financial Analysis, Analysis, Strategy, CRM, Equipment Finance, Leasing, Banking Relationships, Pricing, Underwriting, Commercial Finance, Business Relationship..., Credit Portfolio..., Financial Services, Negotiation, Sales Operations, New Business Development
Education
California State University-Long Beach
Bachelor of Science, Business Finance
Balboa Capital April 2015 - Present
First Financial Corporate Services 2011 - 2015
Envision Capital Group LLC 2009 - 2010
Ally Financial Inc. (previously known as GMAC) 2004 - 2008
Yamaha Motor Corporation, USA 2000 - 2004
Toyota Financial Services 1998 - 2000
Skills
Portfolio Management, Team Building, Credit, Finance, Sales Management, Banking, Customer Service, Credit Analysis, Financial Analysis, Analysis, Strategy, CRM, Equipment Finance, Leasing, Banking Relationships, Pricing, Underwriting, Commercial Finance, Business Relationship..., Credit Portfolio..., Financial Services, Negotiation, Sales Operations, New Business Development
Education
California State University-Long Beach
Bachelor of Science, Business Finance
Jonathan Ormont Jonathan Ormont's Balboa Capital Experience November 2012 - May 2013
Job Seeking Competitive Postion with Growth Opportunities
Industry Financial Services
Experience
Cyber Star December 2013 - February 2014
Balboa Capital November 2012 - May 2013
Smarthome May 2011 - October 2011
Foundation Fighting Blindness January 2004 - June 2011
City of Irvine June 2007 - August 2009
Banana Republic October 2007 - January 2008
Skills
Facebook, Event Planning, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Leadership
Education
Chapman University
Business Administration (B.S.)
Cyber Star December 2013 - February 2014
Balboa Capital November 2012 - May 2013
Smarthome May 2011 - October 2011
Foundation Fighting Blindness January 2004 - June 2011
City of Irvine June 2007 - August 2009
Banana Republic October 2007 - January 2008
Skills
Facebook, Event Planning, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Leadership
Education
Chapman University
Business Administration (B.S.)
Joey Zrinzo's Balboa Capital Experience September 2011 - February 2014
Job Vice President of Sales at Ascentium Capital
Industry Financial Services
Experience
Ascentium Capital February 2014 - Present
Professional Baseball Player January 2008 - February 2015
Balboa Capital September 2011 - February 2014
Skills
Cold Calling, Selling, Salesforce.com, Sales Process, Sales, Lead Generation, Event Management, Direct Sales, Credit, Business Development, Account Management, Marketing, Sales Management, Customer Satisfaction, New Business Development, Customer Service, Leadership, Team Building, Management
Education
East Central University 2013 — 2014
Master's degree, Administration
Bacone College 2008 — 2010
Bachelor's degree, Management Information Systems, General
Ascentium Capital February 2014 - Present
Professional Baseball Player January 2008 - February 2015
Balboa Capital September 2011 - February 2014
Skills
Cold Calling, Selling, Salesforce.com, Sales Process, Sales, Lead Generation, Event Management, Direct Sales, Credit, Business Development, Account Management, Marketing, Sales Management, Customer Satisfaction, New Business Development, Customer Service, Leadership, Team Building, Management
Education
East Central University 2013 — 2014
Master's degree, Administration
Bacone College 2008 — 2010
Bachelor's degree, Management Information Systems, General
Mirvat Sylvi Alam-Hasan's Balboa Capital Experience June 2005 - May 2006
Job Sr. Manager, Customer Success at Smarsh
Industry Internet
Experience
Smarsh November 2014 - Present
Smarsh June 2013 - November 2014
MFG.com May 2008 - December 2012
Yavapai County Adult Probation August 2006 - September 2008
Balboa Capital June 2005 - May 2006
Baskin Robbins July 1998 - February 2001
Skills
Contract Negotiation, Account Management, Sourcing, Negotiation, Strategic Sourcing, Business Development, New Business Development, Leadership, Procurement, Management, Start-ups, Purchasing, Sales Management, Sales, Manufacturing, Supply Chain, Supply Chain Management, Global Sourcing, Marketing, Cold Calling, Cross-functional Team..., Logistics, Product Development, Supply Management, Training, Sales Process, B2B, Program Management, Analysis, Strategy, Coaching, Customer Service, Forecasting, Vendor Management, International Sales
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science, Criminal Justice and Business Administration
California State University-Los Angeles 2001 — 2005
Bachelor's, Criminal Justice, Business Management
Smarsh November 2014 - Present
Smarsh June 2013 - November 2014
MFG.com May 2008 - December 2012
Yavapai County Adult Probation August 2006 - September 2008
Balboa Capital June 2005 - May 2006
Baskin Robbins July 1998 - February 2001
Skills
Contract Negotiation, Account Management, Sourcing, Negotiation, Strategic Sourcing, Business Development, New Business Development, Leadership, Procurement, Management, Start-ups, Purchasing, Sales Management, Sales, Manufacturing, Supply Chain, Supply Chain Management, Global Sourcing, Marketing, Cold Calling, Cross-functional Team..., Logistics, Product Development, Supply Management, Training, Sales Process, B2B, Program Management, Analysis, Strategy, Coaching, Customer Service, Forecasting, Vendor Management, International Sales
Education
California State University-Los Angeles 2003 — 2005
Bachelor of Science, Criminal Justice and Business Administration
California State University-Los Angeles 2001 — 2005
Bachelor's, Criminal Justice, Business Management
Chelsea (Chelsea Allen) Haines Chelsea (Chelsea Allen) Haines's Balboa Capital Experience July 2012 - January 2014
Job Sales Manager Regents Capital Corporation
Industry Financial Services
Experience
Regents Capital Corporation January 2014 - Present
Orange County Business Council February 2014 - Present
Orange County Business Council September 2014 - Present
The Red Trombone, David M. Wells Legacy Fund March 2014 - Present
Balboa Capital July 2012 - January 2014
Skills
Cold Calling, Commercial Lending, Commercial Finance, Asset Based Lending, Credit Analysis, Finance, Credit, Direct Sales, Loans, Sales Management, Account Management, Sales, Leadership, Training Facilitation, Determination to Succeed, Portfolio Management, Selling, Sales Process, Customer Service, Business Development, Solution Selling, Inside Commercial Sales, Planning, Problem Solving, Collaborative Problem..., Collaborative Leadership, Adaptability, New Business Development, Small Business Lending, Funding, Market Research, Time Management, Social Networking, Networking, Factoring, Project Planning, Marketing, Contract Negotiation, Lead Generation, Financial Analysis, Management, Strategic Planning, Social Media Marketing, Retail, Social Media, Team Building, Team Leadership, Recruiting, Strategy, Negotiation
Education
Chapman University 2008 — 2012
BM, Vocal Music Education
Regents Capital Corporation January 2014 - Present
Orange County Business Council February 2014 - Present
Orange County Business Council September 2014 - Present
The Red Trombone, David M. Wells Legacy Fund March 2014 - Present
Balboa Capital July 2012 - January 2014
Skills
Cold Calling, Commercial Lending, Commercial Finance, Asset Based Lending, Credit Analysis, Finance, Credit, Direct Sales, Loans, Sales Management, Account Management, Sales, Leadership, Training Facilitation, Determination to Succeed, Portfolio Management, Selling, Sales Process, Customer Service, Business Development, Solution Selling, Inside Commercial Sales, Planning, Problem Solving, Collaborative Problem..., Collaborative Leadership, Adaptability, New Business Development, Small Business Lending, Funding, Market Research, Time Management, Social Networking, Networking, Factoring, Project Planning, Marketing, Contract Negotiation, Lead Generation, Financial Analysis, Management, Strategic Planning, Social Media Marketing, Retail, Social Media, Team Building, Team Leadership, Recruiting, Strategy, Negotiation
Education
Chapman University 2008 — 2012
BM, Vocal Music Education
Elizabeth R. Bader Elizabeth R. Bader's Balboa Capital Experience October 2005 - December 2006
Job Executive Briefing Consultant at Experian
Industry Professional Training & Coaching
Experience
Experian June 2015 - Present
Organizational Leadership/Performance Consultant January 2007 - June 2015
Positive Co-Parenting January 2003 - December 2012
Balboa Capital October 2005 - December 2006
Washington Mutual August 2001 - December 2002
Westcorp September 2000 - February 2001
Ingram Micro 1999 - 1999
Skills
Strategic Planning, Organizational..., Change Management, Public Speaking, Leadership Development, Salesforce Training, Employee Retention, Coaching, Communication Skills, Curriculum Development, Instructional Design, Vendor Management, Logistics, Training Delivery, Team Building, Adult Learning Theory, Managing Project Budgets, Program Management, Staff Retention, Employee Training, Management, Human Resources, Conflict Resolution, Marketing, Personal Development, Sales, Leadership, Training
Education
Chapman University
Masters of Arts
Boston University
Bachelor of Science; B.S.
Hudson Institute of Santa Barbara
Certification
Experian June 2015 - Present
Organizational Leadership/Performance Consultant January 2007 - June 2015
Positive Co-Parenting January 2003 - December 2012
Balboa Capital October 2005 - December 2006
Washington Mutual August 2001 - December 2002
Westcorp September 2000 - February 2001
Ingram Micro 1999 - 1999
Skills
Strategic Planning, Organizational..., Change Management, Public Speaking, Leadership Development, Salesforce Training, Employee Retention, Coaching, Communication Skills, Curriculum Development, Instructional Design, Vendor Management, Logistics, Training Delivery, Team Building, Adult Learning Theory, Managing Project Budgets, Program Management, Staff Retention, Employee Training, Management, Human Resources, Conflict Resolution, Marketing, Personal Development, Sales, Leadership, Training
Education
Chapman University
Masters of Arts
Boston University
Bachelor of Science; B.S.
Hudson Institute of Santa Barbara
Certification
Daniel Gordon Holmberg's Balboa Capital Experience October 2013 - May 2014
Job Caddie at Bandon Dunes Golf Resort
Industry Sports
Experience
Bandon Dunes Golf Resort May 2014 - Present
Balboa Capital October 2013 - May 2014
Downtown Chico Business Association June 2013 - September 2013
Highway Motors INC December 2010 - September 2013
Bidwell Park Junior Golf Association June 2010 - June 2011
Skyway Golf Shop June 2006 - November 2010
Skills
Public Speaking, Leadership, Golf, Sales, Communication, Marketing, Advertising, Microsoft Excel, Interviewing Skills, Finance, Customer Service, Critical Thinking, Time Management, Clear, Concise Writing..., Project Management, Creative Approach, Prospect Research, Creative Solutions, Event Planning, Management, Social Media
Education
California State University-Chico 2011 — 2013
Bachelor of Arts Communication Studies, Organizational Communication (English Minor)
Butte Community College 2008 — 2010
General Education
Bandon Dunes Golf Resort May 2014 - Present
Balboa Capital October 2013 - May 2014
Downtown Chico Business Association June 2013 - September 2013
Highway Motors INC December 2010 - September 2013
Bidwell Park Junior Golf Association June 2010 - June 2011
Skyway Golf Shop June 2006 - November 2010
Skills
Public Speaking, Leadership, Golf, Sales, Communication, Marketing, Advertising, Microsoft Excel, Interviewing Skills, Finance, Customer Service, Critical Thinking, Time Management, Clear, Concise Writing..., Project Management, Creative Approach, Prospect Research, Creative Solutions, Event Planning, Management, Social Media
Education
California State University-Chico 2011 — 2013
Bachelor of Arts Communication Studies, Organizational Communication (English Minor)
Butte Community College 2008 — 2010
General Education
Nick Evans Nick Evans's Balboa Capital Experience February 2013 - April 2015
Job Staffing Specialist at Allegis Global Solutions supporting Molina Healthcare
Industry Staffing and Recruiting
Experience
Allegis Global Solutions April 2015 - Present
Balboa Capital February 2013 - April 2015
Enterprise Rent-A-Car May 2012 - February 2013
California Aquatics May 2006 - August 2011
Panera Bread March 2010 - May 2011
Skills
Marketing, Social Media, Social Networking, Advertising, Customer Service, Social Media Marketing, Marketing Strategy, Marketing Communications, Sales, PowerPoint, Microsoft Office, Public Relations, Microsoft Excel, Microsoft Word, Retail, Public Speaking, Team Leadership, Online Advertising, Recruiting, Management, Cold Calling, Business Development, Leadership, Direct Sales, New Business Development, Account Management, Sales Management, Time Management, Research, Training, Customer Satisfaction, Coaching, Facebook, Inventory Management, Team Building, Sales Process, Market Research, Interviews, Customer Retention, Strategic Planning, Event Management, Salesforce.com, Teamwork, Online Marketing, Event Planning, Competitive Analysis, Finance
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Science (B.S.) Business Administration, Marketing
Long Beach City College 2006 — 2009
Associate of Arts (A.A.), General Studies
Los Alamitos High School 2002 — 2006
High School Diploma
Allegis Global Solutions April 2015 - Present
Balboa Capital February 2013 - April 2015
Enterprise Rent-A-Car May 2012 - February 2013
California Aquatics May 2006 - August 2011
Panera Bread March 2010 - May 2011
Skills
Marketing, Social Media, Social Networking, Advertising, Customer Service, Social Media Marketing, Marketing Strategy, Marketing Communications, Sales, PowerPoint, Microsoft Office, Public Relations, Microsoft Excel, Microsoft Word, Retail, Public Speaking, Team Leadership, Online Advertising, Recruiting, Management, Cold Calling, Business Development, Leadership, Direct Sales, New Business Development, Account Management, Sales Management, Time Management, Research, Training, Customer Satisfaction, Coaching, Facebook, Inventory Management, Team Building, Sales Process, Market Research, Interviews, Customer Retention, Strategic Planning, Event Management, Salesforce.com, Teamwork, Online Marketing, Event Planning, Competitive Analysis, Finance
Education
California State University-Dominguez Hills 2009 — 2011
Bachelor of Science (B.S.) Business Administration, Marketing
Long Beach City College 2006 — 2009
Associate of Arts (A.A.), General Studies
Los Alamitos High School 2002 — 2006
High School Diploma
Carrie Mayse's Balboa Capital Experience October 2013 - May 2014
Job Managing Partner at Ardent Financing Corp
Industry Financial Services
Experience
Ardent Financing Corp June 2014 - Present
Balboa Capital October 2013 - May 2014
National Funding March 2011 - October 2013
ESDI, Inc/ Newport Office Center April 2011 - September 2011
Indymac Bank September 2005 - November 2007
E*TRADE Financial June 2002 - September 2004
Nordstrom, Inc. May 1994 - June 2002
Skills
Mortgage Banking, Mortgage Lending, Refinance, Account Management, Real Estate, FHA, Banking, Strategic Planning, Loans, Team Building, Finance, Salesforce.com, Negotiation, Sales, Marketing, Loan Origination, Training, CRM, Small Business, Customer Service, Leadership, Management, B2B, Financial Services, Cold Calling, Retail, Marketing Strategy, Funding, Customer Retention, Analysis, Business Development, Sales Management, Credit, Contract Negotiation, Investments, Entrepreneurship, Microsoft Office, Start-ups
Education
South Coast College 2005 — 2009
Chaffey College 1989 — 1992
General
Ardent Financing Corp June 2014 - Present
Balboa Capital October 2013 - May 2014
National Funding March 2011 - October 2013
ESDI, Inc/ Newport Office Center April 2011 - September 2011
Indymac Bank September 2005 - November 2007
E*TRADE Financial June 2002 - September 2004
Nordstrom, Inc. May 1994 - June 2002
Skills
Mortgage Banking, Mortgage Lending, Refinance, Account Management, Real Estate, FHA, Banking, Strategic Planning, Loans, Team Building, Finance, Salesforce.com, Negotiation, Sales, Marketing, Loan Origination, Training, CRM, Small Business, Customer Service, Leadership, Management, B2B, Financial Services, Cold Calling, Retail, Marketing Strategy, Funding, Customer Retention, Analysis, Business Development, Sales Management, Credit, Contract Negotiation, Investments, Entrepreneurship, Microsoft Office, Start-ups
Education
South Coast College 2005 — 2009
Chaffey College 1989 — 1992
General
Chris C. Welch Chris C. Welch's Balboa Capital Experience January 2006 - February 2008
Job Enterprise Sales: SAP Analytics & BOBJ Business Intelligence Solutions
Industry Information Technology and Services
Experience
SAP July 2014 - Present
Triskele Resounding LLC April 2013 - Present
BillingTree February 2013 - June 2014
ImageTag April 2011 - February 2013
Optimal Solutions May 2010 - March 2011
SAP February 2008 - April 2010
Balboa Capital January 2006 - February 2008
Skills
Enterprise Software, Strategy, Business Development, Solution Selling, Account Management, New Business Development, Sales Operations, CRM, Salesforce.com, SaaS, Leadership, Sales, Business Intelligence, SAP, Microsoft Dynamics, ERP, Lead Generation, Contract Negotiation, Channel Partners, Business Objects, Pre-sales, Selling, Software Industry, Training, Customer Service, Document Management, Software Sales, Customer Relations, Sales Support, Partner Management, Sales Process, Channel Management, Forecasting, Consultative Selling, Direct Sales, International Sales, Product Demonstration, Cloud Computing, Strategic Partnerships
Education
Arizona State University 1999 — 2004
Bachelor of Liberal Arts, English Literature (MAJ), Philosophy (MIN).
SAP July 2014 - Present
Triskele Resounding LLC April 2013 - Present
BillingTree February 2013 - June 2014
ImageTag April 2011 - February 2013
Optimal Solutions May 2010 - March 2011
SAP February 2008 - April 2010
Balboa Capital January 2006 - February 2008
Skills
Enterprise Software, Strategy, Business Development, Solution Selling, Account Management, New Business Development, Sales Operations, CRM, Salesforce.com, SaaS, Leadership, Sales, Business Intelligence, SAP, Microsoft Dynamics, ERP, Lead Generation, Contract Negotiation, Channel Partners, Business Objects, Pre-sales, Selling, Software Industry, Training, Customer Service, Document Management, Software Sales, Customer Relations, Sales Support, Partner Management, Sales Process, Channel Management, Forecasting, Consultative Selling, Direct Sales, International Sales, Product Demonstration, Cloud Computing, Strategic Partnerships
Education
Arizona State University 1999 — 2004
Bachelor of Liberal Arts, English Literature (MAJ), Philosophy (MIN).
Stephanie Cruz Stephanie Cruz's Balboa Capital Experience 1998 - 2007
Job Portfolio Manager at Envision Capital Group, LLC
Industry Financial Services
Experience
Envision Capital Group LLC August 2011 - Present
Strada Capital October 2007 - July 2011
Balboa Capital 1998 - 2007
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Valuation, Finance, New Business Development, Financial Analysis
Education
California State University-Fullerton 1996 — 1999
Bachelor's degree, Business/Corporate Communications
Envision Capital Group LLC August 2011 - Present
Strada Capital October 2007 - July 2011
Balboa Capital 1998 - 2007
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Portfolio Management, Valuation, Finance, New Business Development, Financial Analysis
Education
California State University-Fullerton 1996 — 1999
Bachelor's degree, Business/Corporate Communications
Sandy Bender Sandy Bender's Balboa Capital Experience June 2005 - August 2006
Job Accounting Professional
Industry Financial Services
Experience
Gibraltar Industries December 2010 - July 2011
The Prescott Companies June 2007 - November 2010
The RTC Group January 2007 - April 2007
Performance Racing Industry August 2006 - December 2006
Balboa Capital June 2005 - August 2006
Skills
Accounting, Payroll, Management, Accounts Payable, Accounts Receivable, Customer Service, Sales, New Business Development, Finance, Analysis, Auditing, Financial Analysis, Budgets, Microsoft Excel
Education
California State University-Chico 2002 — 2005
Bachelor of Science, Business Administration Option; Finance
California State University-Chico 2002 — 2005
Bachelor of Science (BS), Finance
Gibraltar Industries December 2010 - July 2011
The Prescott Companies June 2007 - November 2010
The RTC Group January 2007 - April 2007
Performance Racing Industry August 2006 - December 2006
Balboa Capital June 2005 - August 2006
Skills
Accounting, Payroll, Management, Accounts Payable, Accounts Receivable, Customer Service, Sales, New Business Development, Finance, Analysis, Auditing, Financial Analysis, Budgets, Microsoft Excel
Education
California State University-Chico 2002 — 2005
Bachelor of Science, Business Administration Option; Finance
California State University-Chico 2002 — 2005
Bachelor of Science (BS), Finance
Steven Paredes's Balboa Capital Experience June 2013 - Present
Job Account Executive at Balboa Capital
Industry Financial Services
Experience
Balboa Capital June 2013 - Present
Skills
Financial Analysis, Corporate Finance, Team Leadership, Account Management, Customer Satisfaction, Microsoft Excel, New Business Development, Business Development, Sales, Customer Service, Microsoft Word, Social Media
Education
University of California, Santa Barbara 2011 — 2013
Bachelor's degree, Economics
Fullerton College 2009 — 2011
Canyon
Balboa Capital June 2013 - Present
Skills
Financial Analysis, Corporate Finance, Team Leadership, Account Management, Customer Satisfaction, Microsoft Excel, New Business Development, Business Development, Sales, Customer Service, Microsoft Word, Social Media
Education
University of California, Santa Barbara 2011 — 2013
Bachelor's degree, Economics
Fullerton College 2009 — 2011
Canyon
Ankit Daga, MBA Ankit Daga, MBA's Balboa Capital Experience November 2005 - May 2008
Job Sales and Marketing Director at Angara Inc.
Industry Retail
Experience
Angara November 2013 - Present
James Publishing June 2013 - November 2013
Local Corporation October 2012 - June 2013
Intelligent Direct, Inc. January 2010 - September 2012
Alliance Funding Group June 2008 - December 2009
Balboa Capital November 2005 - May 2008
Skills
New Business Development, Sales Management, Direct Sales, Account Management, Salesforce.com, Sales, Strategic Partnerships, Business Development, Product Management, Marketing, B2B, Digital Marketing, Competitive Analysis, Lead Generation, Sales Presentations, Cold Calling, E-commerce, CPL, Credit, Sales Process, Online Advertising, Direct Marketing, Business Strategy, Sales Operations, Advertising Sales, Affiliate Marketing, PPC, SEM, Web Analytics, Mobile Marketing, Online Marketing, Customer Acquisition, SEO, CRM, Display Advertising, Search Advertising, Social Media Marketing, Advertising, Ad Networks, Leadership, Local Search, Interactive Marketing, Email Marketing, Mobile Advertising, Digital Media, Web Marketing, Online Lead Generation, Google Adwords, Digital Strategy, Media Planning
Education
University of La Verne 2010 — 2012
Master of Business Administration (M.B.A.), Management & Leadership and Marketing, GPA 3.9
California State University-Fullerton 2002 — 2006
Bachelor of Arts, Business Administration; Marketing
Angara November 2013 - Present
James Publishing June 2013 - November 2013
Local Corporation October 2012 - June 2013
Intelligent Direct, Inc. January 2010 - September 2012
Alliance Funding Group June 2008 - December 2009
Balboa Capital November 2005 - May 2008
Skills
New Business Development, Sales Management, Direct Sales, Account Management, Salesforce.com, Sales, Strategic Partnerships, Business Development, Product Management, Marketing, B2B, Digital Marketing, Competitive Analysis, Lead Generation, Sales Presentations, Cold Calling, E-commerce, CPL, Credit, Sales Process, Online Advertising, Direct Marketing, Business Strategy, Sales Operations, Advertising Sales, Affiliate Marketing, PPC, SEM, Web Analytics, Mobile Marketing, Online Marketing, Customer Acquisition, SEO, CRM, Display Advertising, Search Advertising, Social Media Marketing, Advertising, Ad Networks, Leadership, Local Search, Interactive Marketing, Email Marketing, Mobile Advertising, Digital Media, Web Marketing, Online Lead Generation, Google Adwords, Digital Strategy, Media Planning
Education
University of La Verne 2010 — 2012
Master of Business Administration (M.B.A.), Management & Leadership and Marketing, GPA 3.9
California State University-Fullerton 2002 — 2006
Bachelor of Arts, Business Administration; Marketing
Patrick Byrne Patrick Byrne's Balboa Capital Experience July 1988 - Present
Job CEO at Balboa Capital
Industry Financial Services
Experience
Balboa Capital July 1988 - Present
Skills
Equipment Finance, Asset Based Lending, Commercial Finance, Debt, Credit Analysis, Credit, Factoring, Structured Finance, Loans, Finance, Commercial Lending, Funding, Small Business Lending, Financial Analysis, Restructuring, Financial Services, Executive Management, Due Diligence, Financial Structuring, Entrepreneurship, Loan Origination, Corporate Finance, Portfolio Management, Credit Risk, Capital, Mergers & Acquisitions, Banking, Strategic Planning, Underwriting, Asset Management, Project Finance, Risk Management, Commercial Banking, Commercial Mortgages, Investments, Valuation, Capital Markets, Venture Capital, Financial Modeling, Treasury Management, Working Capital..., Alternative Investments, Relationship Management, Mortgage Lending, Hedge Funds, Strategic Financial..., Equities, Cash Management
Education
Columbia Business School
Master of Business Administration (MBA)
London Business School
Master of Business Administration (MBA)
University of Arizona
Bachelor of Arts (BA), Economics
Balboa Capital July 1988 - Present
Skills
Equipment Finance, Asset Based Lending, Commercial Finance, Debt, Credit Analysis, Credit, Factoring, Structured Finance, Loans, Finance, Commercial Lending, Funding, Small Business Lending, Financial Analysis, Restructuring, Financial Services, Executive Management, Due Diligence, Financial Structuring, Entrepreneurship, Loan Origination, Corporate Finance, Portfolio Management, Credit Risk, Capital, Mergers & Acquisitions, Banking, Strategic Planning, Underwriting, Asset Management, Project Finance, Risk Management, Commercial Banking, Commercial Mortgages, Investments, Valuation, Capital Markets, Venture Capital, Financial Modeling, Treasury Management, Working Capital..., Alternative Investments, Relationship Management, Mortgage Lending, Hedge Funds, Strategic Financial..., Equities, Cash Management
Education
Columbia Business School
Master of Business Administration (MBA)
London Business School
Master of Business Administration (MBA)
University of Arizona
Bachelor of Arts (BA), Economics
Steve Binge Steve Binge's Balboa Capital Experience February 1998 - January 2000
Job Financial Services Professional
Industry Financial Services
Experience
Jackson Financial Management May 2013 - October 2014
GenSpring Family Offices November 2007 - July 2009
WCM Investment Management January 2000 - November 2007
Balboa Capital February 1998 - January 2000
Skills
Portfolio Management, Asset Allocation, Security Analysis, Client Service, Asset Management, Investments, Wealth Management, Equities, Mutual Funds, Bonds, Valuation, Bloomberg, Securities, Equity Research, Investment Strategies, Fixed Income, Financial Analysis, Asset Managment, Bloomberg Terminal, Finance, Alternative Investments, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1995
B.A., Business Administration/Finance
Jackson Financial Management May 2013 - October 2014
GenSpring Family Offices November 2007 - July 2009
WCM Investment Management January 2000 - November 2007
Balboa Capital February 1998 - January 2000
Skills
Portfolio Management, Asset Allocation, Security Analysis, Client Service, Asset Management, Investments, Wealth Management, Equities, Mutual Funds, Bonds, Valuation, Bloomberg, Securities, Equity Research, Investment Strategies, Fixed Income, Financial Analysis, Asset Managment, Bloomberg Terminal, Finance, Alternative Investments, Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1995
B.A., Business Administration/Finance
Danny Costello's Balboa Capital Experience November 2013 - May 2014
Job Associate Broker at Bolton and Company ♦ Property & Casualty ♦ CLCS ♦ CRIS ♦ Protecting Companies Assets & Liabilities
Industry Insurance
Experience
Bolton & Company June 2014 - Present
Balboa Capital November 2013 - May 2014
Thrivent Financial for Lutherans May 2013 - September 2013
The Orion Newspaper – California State University Chico January 2012 - May 2012
Muir-Chase Plumbing January 2007 - January 2008
Skills
Sales, Advertising, Team Leadership, Marketing, Customer Service, Social Networking, Lead Generation, Sales Motivation, Building Relationships, Communication, Hospitality, Work Ethic, Construction, Construction Safety, Property & Casualty..., Insurance, PowerPoint, Integrity, Collaboration, Passion for Success, Respect, Salesforce.com, Cold Calling, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Management, Workers Compensation
Education
CSU Chico 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Butte City College 2008 — 2010
Bolton & Company June 2014 - Present
Balboa Capital November 2013 - May 2014
Thrivent Financial for Lutherans May 2013 - September 2013
The Orion Newspaper – California State University Chico January 2012 - May 2012
Muir-Chase Plumbing January 2007 - January 2008
Skills
Sales, Advertising, Team Leadership, Marketing, Customer Service, Social Networking, Lead Generation, Sales Motivation, Building Relationships, Communication, Hospitality, Work Ethic, Construction, Construction Safety, Property & Casualty..., Insurance, PowerPoint, Integrity, Collaboration, Passion for Success, Respect, Salesforce.com, Cold Calling, Social Media, Microsoft Excel, Microsoft Office, Event Planning, Management, Workers Compensation
Education
CSU Chico 2010 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Butte City College 2008 — 2010
Dan Summers's Balboa Capital Experience April 2002 - January 2005
Job Managing Director / Partner at Go Capital
Industry Financial Services
Experience
Go Capital March 2013 - Present
EagleRider Motorcycles August 2010 - September 2013
EagleRider Motorcycles August 2009 - July 2010
Martix Business Capital September 2008 - July 2009
Nationwide Funding, LLC January 2005 - July 2008
Balboa Capital April 2002 - January 2005
Skills
Budgets, Management, Finance, Financial Analysis, Forecasting, Leadership, Business Planning, Strategy, Executive Management, Sales Management, Sales, Strategic Planning, Start-ups, Team Building, Business Strategy, Contract Negotiation, Analysis, Corporate Finance, Salesforce.com, Inventory Management, Portfolio Management, Account Management, New Business Development
Education
Babson College 1997 — 2001
Go Capital March 2013 - Present
EagleRider Motorcycles August 2010 - September 2013
EagleRider Motorcycles August 2009 - July 2010
Martix Business Capital September 2008 - July 2009
Nationwide Funding, LLC January 2005 - July 2008
Balboa Capital April 2002 - January 2005
Skills
Budgets, Management, Finance, Financial Analysis, Forecasting, Leadership, Business Planning, Strategy, Executive Management, Sales Management, Sales, Strategic Planning, Start-ups, Team Building, Business Strategy, Contract Negotiation, Analysis, Corporate Finance, Salesforce.com, Inventory Management, Portfolio Management, Account Management, New Business Development
Education
Babson College 1997 — 2001
Randy Kilpatrick Randy Kilpatrick's Balboa Capital Experience 2010 - 2013
Job Sr Business Development Manager at Marlin Business Services Corp
Industry Financial Services
Experience
Marlin Business Services Corp September 2013 - Present
Balboa Capital 2010 - 2013
Sigma Capital Group December 2009 - June 2010
Key Equipment Finance July 2005 - September 2009
Aspara LLC April 2003 - July 2005
Irwin Business Finance October 2002 - April 2003
ABB Business Finance January 2002 - October 2002
Wells Fargo Financial March 1996 - December 2001
American Business Credit Corp a Danka Company 1994 - March 1996
AB Dick Products 1981 - 1992
Skills
Structured Finance, Software, Connectivity, New Business Development, Financial Services, Program Management, Credit, Business Development, Sales Management, Direct Sales, Loans, Finance, Financial Analysis, Sales Operations, Marketing Strategy, Sales, Solution Selling, Cold Calling, Customer Service, CRM
Education
Central Michigan University
BA, Business / Marketing / Speech Communication / Graphic Arts; RTF Broadcasting
Seaholm High School
Marlin Business Services Corp September 2013 - Present
Balboa Capital 2010 - 2013
Sigma Capital Group December 2009 - June 2010
Key Equipment Finance July 2005 - September 2009
Aspara LLC April 2003 - July 2005
Irwin Business Finance October 2002 - April 2003
ABB Business Finance January 2002 - October 2002
Wells Fargo Financial March 1996 - December 2001
American Business Credit Corp a Danka Company 1994 - March 1996
AB Dick Products 1981 - 1992
Skills
Structured Finance, Software, Connectivity, New Business Development, Financial Services, Program Management, Credit, Business Development, Sales Management, Direct Sales, Loans, Finance, Financial Analysis, Sales Operations, Marketing Strategy, Sales, Solution Selling, Cold Calling, Customer Service, CRM
Education
Central Michigan University
BA, Business / Marketing / Speech Communication / Graphic Arts; RTF Broadcasting
Seaholm High School
Stacy Mangkornkeo Stacy Mangkornkeo's Balboa Capital Experience April 2014 - January 2015
Job Professional accounting specialist with excellent skills and diversity in all areas of accounting and industries.
Industry Accounting
Experience
American Accessories Inc. April 2015 - June 2015
Balboa Capital April 2014 - January 2015
La Jolla Group LLC May 2010 - March 2014
Shortcuts Software October 2009 - March 2010
Windes & McClaughry Accountancy Corporation January 2009 - July 2009
rand Scaffold/ Conoco Phillips Refinery August 2008 - November 2008
APEX LOGISTICS LLC April 2007 - July 2008
SUPERIOR ELECTRICAL ADVERTIS January 2005 - January 2007
Hudd Distribution March 2004 - January 2005
Pediatric Dental Associates January 2003 - October 2003
Skills
Accounts Receivable, Accounting, Invoicing, Account Reconciliation, Accounts Payable, Management, Journal Entries, Microsoft Excel, Financial Statements, Data Entry, Human Resources, Spreadsheets, Variance Analysis, Budgets, Analysis
Education
Springfield College 2001 — 2002
Dental Assisting/Assistant
Bellevue College Continuing Education 1996 — 1997
General Studies
American Accessories Inc. April 2015 - June 2015
Balboa Capital April 2014 - January 2015
La Jolla Group LLC May 2010 - March 2014
Shortcuts Software October 2009 - March 2010
Windes & McClaughry Accountancy Corporation January 2009 - July 2009
rand Scaffold/ Conoco Phillips Refinery August 2008 - November 2008
APEX LOGISTICS LLC April 2007 - July 2008
SUPERIOR ELECTRICAL ADVERTIS January 2005 - January 2007
Hudd Distribution March 2004 - January 2005
Pediatric Dental Associates January 2003 - October 2003
Skills
Accounts Receivable, Accounting, Invoicing, Account Reconciliation, Accounts Payable, Management, Journal Entries, Microsoft Excel, Financial Statements, Data Entry, Human Resources, Spreadsheets, Variance Analysis, Budgets, Analysis
Education
Springfield College 2001 — 2002
Dental Assisting/Assistant
Bellevue College Continuing Education 1996 — 1997
General Studies
Chad Gappa Chad Gappa's Balboa Capital Experience May 2006 - July 2008
Job Senior Business Development Representative at TASER International
Industry Law Enforcement
Experience
TASER International April 2012 - Present
Paramount Financial Services September 2008 - April 2012
Careerbuilder.com July 2008 - September 2008
Balboa Capital May 2006 - July 2008
Ankeny Police Department August 2005 - April 2006
Skills
Start-ups, Small Business, Vendor, Contract Negotiations, Consultative Selling, Vendors, Contract Negotiation, Selling, Account Management, Process Improvement, Lead Generation, New Business Development, Sales Management, Leadership, Direct Sales, Negotiation, Sales, Sales Process, Salesforce.com, Customer Service, Cold Calling, Marketing Strategy, Sales Operations, Business Development, Marketing, Team Building, Operations Management, Customer Satisfaction, Solution Selling, Coaching, Security, Strategic Partnerships, Management, Social Media Marketing, Sales Presentations, B2B, CRM, Strategic Planning, Training, Customer Retention, Finance, Team Leadership, Entrepreneurship, Executive Management, Strategy, Time Management, Budgets, SaaS, Enforcement, Business Planning
Education
Buena Vista University 2003 — 2005
B.A., Criminal Justice and Criminology
Iowa Central Community College 2001 — 2003
A.S., Criminal Justice
TASER International April 2012 - Present
Paramount Financial Services September 2008 - April 2012
Careerbuilder.com July 2008 - September 2008
Balboa Capital May 2006 - July 2008
Ankeny Police Department August 2005 - April 2006
Skills
Start-ups, Small Business, Vendor, Contract Negotiations, Consultative Selling, Vendors, Contract Negotiation, Selling, Account Management, Process Improvement, Lead Generation, New Business Development, Sales Management, Leadership, Direct Sales, Negotiation, Sales, Sales Process, Salesforce.com, Customer Service, Cold Calling, Marketing Strategy, Sales Operations, Business Development, Marketing, Team Building, Operations Management, Customer Satisfaction, Solution Selling, Coaching, Security, Strategic Partnerships, Management, Social Media Marketing, Sales Presentations, B2B, CRM, Strategic Planning, Training, Customer Retention, Finance, Team Leadership, Entrepreneurship, Executive Management, Strategy, Time Management, Budgets, SaaS, Enforcement, Business Planning
Education
Buena Vista University 2003 — 2005
B.A., Criminal Justice and Criminology
Iowa Central Community College 2001 — 2003
A.S., Criminal Justice
Travis Kalis Travis Kalis's Balboa Capital Experience August 2007 - April 2009
Job Vascular Sales Rep
Industry Medical Devices
Experience
Medical Device May 2009 - Present
Balboa Capital August 2007 - April 2009
Grayhawk August 2005 - August 2007
Skills
Cold Calling, Sales, Customer Service, Microsoft Office, Leadership, Information Technology, Transportation, Teaching, Medical Devices, B2B, Direct Sales, Management, Operating Room, Pharmaceutical Sales, Sales Operations
Education
University of St. Thomas 2000 — 2004
Bachelor of Arts, Business Management and Administration
Augsburg College 2000 — 2002
Medical Device May 2009 - Present
Balboa Capital August 2007 - April 2009
Grayhawk August 2005 - August 2007
Skills
Cold Calling, Sales, Customer Service, Microsoft Office, Leadership, Information Technology, Transportation, Teaching, Medical Devices, B2B, Direct Sales, Management, Operating Room, Pharmaceutical Sales, Sales Operations
Education
University of St. Thomas 2000 — 2004
Bachelor of Arts, Business Management and Administration
Augsburg College 2000 — 2002
Andrew Mellon's Balboa Capital Experience August 2015 - Present
Job Account Manager Vendor Services at Balboa Capital
Industry Financial Services
Experience
Balboa Capital August 2015 - Present
Ascentium Capital April 2015 - August 2015
Balboa Capital October 2013 - March 2015
FRONTLINE Selling October 2012 - September 2013
FRONTLINE Selling January 2012 - October 2012
SCM Finance May 2009 - August 2011
Skills
Organizational..., Critical Thinking, Market Research, Demand Generation, Time Management, Social Media, Microsoft Office, Salesforce.com, Email Marketing, Marketing Communications, CRM, Leadership, Lead Generation, Marketing, Sales Process, Vendor Relationships, Commercial Finance, Project Finance, Communication, Computer Proficiency, Sales
Education
Georgia Perimeter College 2010 — 2012
Balboa Capital August 2015 - Present
Ascentium Capital April 2015 - August 2015
Balboa Capital October 2013 - March 2015
FRONTLINE Selling October 2012 - September 2013
FRONTLINE Selling January 2012 - October 2012
SCM Finance May 2009 - August 2011
Skills
Organizational..., Critical Thinking, Market Research, Demand Generation, Time Management, Social Media, Microsoft Office, Salesforce.com, Email Marketing, Marketing Communications, CRM, Leadership, Lead Generation, Marketing, Sales Process, Vendor Relationships, Commercial Finance, Project Finance, Communication, Computer Proficiency, Sales
Education
Georgia Perimeter College 2010 — 2012
Bill Miller Bill Miller's Balboa Capital Experience July 2004 - September 2004
Job Partner at SOLVE Capital Group
Industry Financial Services
Experience
SOLVE Capital Group May 2015 - Present
METRIX Capital Group, LLC February 2013 - Present
Horizon Private Cloud, a Division of Horizon Technology November 2011 - January 2013
Wells Fargo Bank December 2009 - July 2011
Strada Capital Corporation September 2004 - December 2009
SlumpBuster Energy, Inc 2006 - 2008
Balboa Capital July 2004 - September 2004
City of Clovis August 2000 - July 2004
Skills
Finance, Strategy, Business Strategy, Leadership, Cloud Computing, Competitive Analysis, New Business Development, Capital, Commercial Banking, Executive Management, Banking, Integrity, Financial Services, Venture Capital, Market Research, Business Intelligence, Operational Efficiency, Start-ups, Strategic Partnerships, Value Chain Analysis, Business Analysis, Analysis, Humor, Business Efficiency, Commercial Lending, Loans, Cost Saving Initiatives, Equipment Loans, Business, Lead Generation, Organization, Competitive Intelligence, Equipment Leasing, Strategic Analysis, Laughing, Equipment Finance, LinkedIn, Equipment Financing, Revenue Based Financing, Start-up Consulting, Turn-around Situations, Capital Markets, Capital Raising, Capital Acquisitions, Strategic Consulting, Venture Debt, Business Process..., Small Business..., Business Development, Funding
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management
California State University, Fresno 1997 — 2001
Bachelor of Science, Business Administration- Information Systems & Decision Sciences
Clovis High School 1993 — 1997
SOLVE Capital Group May 2015 - Present
METRIX Capital Group, LLC February 2013 - Present
Horizon Private Cloud, a Division of Horizon Technology November 2011 - January 2013
Wells Fargo Bank December 2009 - July 2011
Strada Capital Corporation September 2004 - December 2009
SlumpBuster Energy, Inc 2006 - 2008
Balboa Capital July 2004 - September 2004
City of Clovis August 2000 - July 2004
Skills
Finance, Strategy, Business Strategy, Leadership, Cloud Computing, Competitive Analysis, New Business Development, Capital, Commercial Banking, Executive Management, Banking, Integrity, Financial Services, Venture Capital, Market Research, Business Intelligence, Operational Efficiency, Start-ups, Strategic Partnerships, Value Chain Analysis, Business Analysis, Analysis, Humor, Business Efficiency, Commercial Lending, Loans, Cost Saving Initiatives, Equipment Loans, Business, Lead Generation, Organization, Competitive Intelligence, Equipment Leasing, Strategic Analysis, Laughing, Equipment Finance, LinkedIn, Equipment Financing, Revenue Based Financing, Start-up Consulting, Turn-around Situations, Capital Markets, Capital Raising, Capital Acquisitions, Strategic Consulting, Venture Debt, Business Process..., Small Business..., Business Development, Funding
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management
California State University, Fresno 1997 — 2001
Bachelor of Science, Business Administration- Information Systems & Decision Sciences
Clovis High School 1993 — 1997
Nick Karim, MBA's Balboa Capital Experience May 2008 - 2008
Job Regional Vice President Moody Securities
Industry Capital Markets
Experience
Strategic Capital Distributors\ Realty Capital Securities July 2013 - July 2015
Steadfast Companies May 2011 - July 2013
Azusa Pacific University June 2010 - June 2011
Azusa Pacific University January 2009 - May 2010
Balboa Capital May 2008 - 2008
Skills
Capital Markets, Securities, Alternative Investments, Investment Management, Sales, Real Estate, Commercial Real Estate, Series 7, Series 63, Mutual Funds, Business Development, Management, Marketing, Investments, Event Planning
Education
Azusa Pacific University 2010 — 2011
MBA, Leadership, Finance, Marketing
Azusa Pacific University 2007 — 2010
BA, Business Administration
Strategic Capital Distributors\ Realty Capital Securities July 2013 - July 2015
Steadfast Companies May 2011 - July 2013
Azusa Pacific University June 2010 - June 2011
Azusa Pacific University January 2009 - May 2010
Balboa Capital May 2008 - 2008
Skills
Capital Markets, Securities, Alternative Investments, Investment Management, Sales, Real Estate, Commercial Real Estate, Series 7, Series 63, Mutual Funds, Business Development, Management, Marketing, Investments, Event Planning
Education
Azusa Pacific University 2010 — 2011
MBA, Leadership, Finance, Marketing
Azusa Pacific University 2007 — 2010
BA, Business Administration
Adam Huhn Adam Huhn's Balboa Capital Experience May 2009 - July 2010
Job Sr. Executive specializing in product management, consulting, and software services
Industry Information Technology and Services
Experience
BuildingPoint Midwest/Gulf Coast April 2015 - Present
IMAGINiT Technologies, a RAND Worldwide Company December 2011 - April 2015
American Association of Inside Sales Professionals - Chicago Chapter October 2011 - November 2012
Equipment Leasing Group of America, LLC July 2010 - December 2011
Balboa Capital May 2009 - July 2010
FirstCorp July 2004 - March 2009
IFC Credit Corporation 2003 - 2009
Promo 1 Productions January 2001 - December 2002
Shorewest Realtors 1998 - 2001
Skills
Territory Development, Solution Selling, Vendor Sales Support, Negotiation, Consultative Selling, Sales Management, New Business Development, Account Management, Selling, Cold Calling, Finance, Competitive Analysis, Customer Service, Sales, Leadership, Managed Services, Sales Operations, Budgets, Portfolio Management, Business Planning, Marketing, Marketing Strategy, Training, Team Building, Forecasting, Customer Retention, Contract Negotiation, Cloud Computing, Software Industry, Sales Process, Sales Presentations, Program Management, Business Development, Strategic Partnerships, Go-to-market Strategy, Time Management, Enterprise Software, Pricing, Advertising, Salesforce.com, Team Leadership, Business Strategy, Strategy, Channel, Strategic Planning, Credit, Management, Professional Services, Customer Satisfaction, Lead Generation
Education
Drake University 1999 — 2003
BA, Marketing and Advertising
Homestead
BuildingPoint Midwest/Gulf Coast April 2015 - Present
IMAGINiT Technologies, a RAND Worldwide Company December 2011 - April 2015
American Association of Inside Sales Professionals - Chicago Chapter October 2011 - November 2012
Equipment Leasing Group of America, LLC July 2010 - December 2011
Balboa Capital May 2009 - July 2010
FirstCorp July 2004 - March 2009
IFC Credit Corporation 2003 - 2009
Promo 1 Productions January 2001 - December 2002
Shorewest Realtors 1998 - 2001
Skills
Territory Development, Solution Selling, Vendor Sales Support, Negotiation, Consultative Selling, Sales Management, New Business Development, Account Management, Selling, Cold Calling, Finance, Competitive Analysis, Customer Service, Sales, Leadership, Managed Services, Sales Operations, Budgets, Portfolio Management, Business Planning, Marketing, Marketing Strategy, Training, Team Building, Forecasting, Customer Retention, Contract Negotiation, Cloud Computing, Software Industry, Sales Process, Sales Presentations, Program Management, Business Development, Strategic Partnerships, Go-to-market Strategy, Time Management, Enterprise Software, Pricing, Advertising, Salesforce.com, Team Leadership, Business Strategy, Strategy, Channel, Strategic Planning, Credit, Management, Professional Services, Customer Satisfaction, Lead Generation
Education
Drake University 1999 — 2003
BA, Marketing and Advertising
Homestead
Doug Goodwin Doug Goodwin's Balboa Capital Experience April 2011 - December 2011
Job Director of Transportation Finance at Lendvue
Industry Financial Services
Experience
Lendvue February 2015 - Present
Lendio March 2012 - January 2015
Balboa Capital April 2011 - December 2011
Marquette Equipment Finance May 2009 - January 2011
Desert Valley Consulting LLC dba Constructive Capital December 2007 - March 2009
Bridge Financial Services of Las Vegas November 2005 - November 2007
Bridge Capital Leasing April 2003 - November 2005
Skills
B2B, Credit, Funding, Customer Relations, Negotiation, CRM software, CRM, Customer Service, Sales, Lead Generation, Marketing, Strategic Planning, Strategy, Leadership, Finance, Financial Services, Loans, Banking, Business Planning, Business Strategy, Business Development, Investments, Small Business, Sales Management, Factoring, New Business Development, Strategic Partnerships, Small Business Lending, Entrepreneurship, Mortgage Lending, Selling, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Finance, Mergers & Acquisitions, Executive Management, Commercial Mortgages, Portfolio Management, Management, Cold Calling, Direct Sales, Asset Based Lending, Team Building, Sales Process, Start-ups, Risk Management, Merchant Services, Commercial Lending, Private Equity
Education
Art Institute of Pittsburgh 1994 — 1996
Associates, Industrial Design
St. Louis Community College 1990 — 1992
Associate of Arts (A.A.), Commercial Art & Advertising
Pattonville 1986 — 1990
High School Diploma
Lendvue February 2015 - Present
Lendio March 2012 - January 2015
Balboa Capital April 2011 - December 2011
Marquette Equipment Finance May 2009 - January 2011
Desert Valley Consulting LLC dba Constructive Capital December 2007 - March 2009
Bridge Financial Services of Las Vegas November 2005 - November 2007
Bridge Capital Leasing April 2003 - November 2005
Skills
B2B, Credit, Funding, Customer Relations, Negotiation, CRM software, CRM, Customer Service, Sales, Lead Generation, Marketing, Strategic Planning, Strategy, Leadership, Finance, Financial Services, Loans, Banking, Business Planning, Business Strategy, Business Development, Investments, Small Business, Sales Management, Factoring, New Business Development, Strategic Partnerships, Small Business Lending, Entrepreneurship, Mortgage Lending, Selling, Credit Analysis, Corporate Finance, Financial Analysis, Commercial Finance, Mergers & Acquisitions, Executive Management, Commercial Mortgages, Portfolio Management, Management, Cold Calling, Direct Sales, Asset Based Lending, Team Building, Sales Process, Start-ups, Risk Management, Merchant Services, Commercial Lending, Private Equity
Education
Art Institute of Pittsburgh 1994 — 1996
Associates, Industrial Design
St. Louis Community College 1990 — 1992
Associate of Arts (A.A.), Commercial Art & Advertising
Pattonville 1986 — 1990
High School Diploma
Bonny Nguyen's Balboa Capital Experience September 2005 - June 2008
Job
Industry Financial Services
Experience
Specialized Marketing Services, Inc. August 2008 - Present
Balboa Capital September 2005 - June 2008
Ameriquest Mortgage May 2005 - September 2005
L3 Associates February 2005 - May 2005
Balboa Capital May 2004 - April 2005
Specialized Marketing Services, Inc June 1999 - March 2004
Education
Cal State Fullerton
BA
Specialized Marketing Services, Inc. August 2008 - Present
Balboa Capital September 2005 - June 2008
Ameriquest Mortgage May 2005 - September 2005
L3 Associates February 2005 - May 2005
Balboa Capital May 2004 - April 2005
Specialized Marketing Services, Inc June 1999 - March 2004
Education
Cal State Fullerton
BA
Carrie (Hager) Potter's Balboa Capital Experience November 2000 - September 2002
Job National Account Manager at PacificaCapital
Industry Financial Services
Experience
Pacifica-Capital December 2007 - Present
EquiCapital, Inc. October 2002 - November 2007
Balboa Capital November 2000 - September 2002
Skills
Finance, Salesforce.com, Cold Calling, Sales Presentations, Account Management, Direct Sales, Customer Retention, Strategic Partnerships, Sales, B2B, Sales Operations, Sales Management, Marketing, New Business Development, Business Development, Management, Selling, Sales Process
Education
Loyola Marymount University 1997 — 2000
BA, Psychology
Allegheny College 1996 — 1997
Bachelor of Arts (B.A.), Psychology
Esperanza High School 1992 — 1996
Pacifica-Capital December 2007 - Present
EquiCapital, Inc. October 2002 - November 2007
Balboa Capital November 2000 - September 2002
Skills
Finance, Salesforce.com, Cold Calling, Sales Presentations, Account Management, Direct Sales, Customer Retention, Strategic Partnerships, Sales, B2B, Sales Operations, Sales Management, Marketing, New Business Development, Business Development, Management, Selling, Sales Process
Education
Loyola Marymount University 1997 — 2000
BA, Psychology
Allegheny College 1996 — 1997
Bachelor of Arts (B.A.), Psychology
Esperanza High School 1992 — 1996
Curt Lysne's Balboa Capital Experience January 2004 - December 2007
Job Vice President, National Sales Portfolio Financial Servicing Co
Industry Financial Services
Experience
Portfolio Financial Servicing Company December 2007 - Present
Equipment Leasing and Finance Association January 2013 - December 2014
Balboa Capital January 2004 - December 2007
GE Capital March 1989 - May 2002
Skills
Loans, Asset Based Lending, Commercial Lending, Credit, Commercial Finance, Portfolio Management, Leadership
Education
Bowling Green State University 1971 — 1976
BS, Accounting
Portfolio Financial Servicing Company December 2007 - Present
Equipment Leasing and Finance Association January 2013 - December 2014
Balboa Capital January 2004 - December 2007
GE Capital March 1989 - May 2002
Skills
Loans, Asset Based Lending, Commercial Lending, Credit, Commercial Finance, Portfolio Management, Leadership
Education
Bowling Green State University 1971 — 1976
BS, Accounting
Jerry Harne's Balboa Capital Experience January 2010 - Present
Job Business Development and Sales Manager Office Products
Industry Financial Services
Experience
Balboa Capital January 2010 - Present
Southeast Business Advisors September 2009 - January 2010
Key Equipment Finance October 2003 - August 2009
GreenTree Financial/Conseco Credit/Wells Fargo Financial April 1997 - September 2003
Copelco Capital March 1987 - April 1997
Deutsche Credit January 1985 - February 1987
Skills
Finance, New Business Development, Sales Process, Business Strategy, Sales Management, Management, Sales, Business Development, Financial Services, Sales Operations, Direct Sales, Solution Selling, Cold Calling, Account Management
Education
Florida State University
University of Central Florida
Balboa Capital January 2010 - Present
Southeast Business Advisors September 2009 - January 2010
Key Equipment Finance October 2003 - August 2009
GreenTree Financial/Conseco Credit/Wells Fargo Financial April 1997 - September 2003
Copelco Capital March 1987 - April 1997
Deutsche Credit January 1985 - February 1987
Skills
Finance, New Business Development, Sales Process, Business Strategy, Sales Management, Management, Sales, Business Development, Financial Services, Sales Operations, Direct Sales, Solution Selling, Cold Calling, Account Management
Education
Florida State University
University of Central Florida
David McDevitt's Balboa Capital Experience January 2008 - November 2008
Job Attorney at Thompson Consumer Law Group, PLLC
Industry Law Practice
Experience
Thompson Consumer Law Group, PLLC October 2014 - Present
Weisberg & Meyers, LLC May 2012 - October 2014
Fennemore Craig January 2012 - April 2012
Entrepreneurs Institute June 2009 - October 2009
Balboa Capital January 2008 - November 2008
Skills
Social Media
Education
Arizona State University College of Law 2010 — 2013
Doctor of Law (J.D.), Law, Cum Laude
Pomona College 2003 — 2007
B.A., Economics - Public Policy Analysis
Thompson Consumer Law Group, PLLC October 2014 - Present
Weisberg & Meyers, LLC May 2012 - October 2014
Fennemore Craig January 2012 - April 2012
Entrepreneurs Institute June 2009 - October 2009
Balboa Capital January 2008 - November 2008
Skills
Social Media
Education
Arizona State University College of Law 2010 — 2013
Doctor of Law (J.D.), Law, Cum Laude
Pomona College 2003 — 2007
B.A., Economics - Public Policy Analysis
Eric Mandella's Balboa Capital Experience April 2014 - Present
Job Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital April 2014 - Present
Navitas Lease Finance Corp August 2008 - March 2014
CIT April 2000 - August 2008
CIT Vendor Finance 2007 - 2008
CIT Group, Inc. 1999 - 2008
Skills
Credit, Funding, Consultative Selling, Sales Process, Sales Management, Inside Sales, Credit Analysis, Strategic Planning, Financials, Leadership Development, Team Building, Lease Administration, Leasing, Salesforce.com, Purchase Agreements, Equipment Finance, Office Equipment, Telemarketing, Marketing Communications, Email Marketing, Performance Reporting, Annual Budgets, Training & Development, New Hire Training, Employee Hiring, Perfomance Management, Performance Appraisal, Action Planning, Business Development, Financial Services, Cold Calling, Sales, Vendor Management, Account Management, New Business Development, Finance, B2B, Management, Negotiation, Solution Selling, Development Of Employees, Sales Presentations, Selling, Sales Operations, Customer Satisfaction, Lead Generation, Recruiting, Marketing, CRM, Customer Retention
Education
Florida Community College at Jacksonville 2001 — 2002
None, Business Administration and Management, General
Quinsigamond Community College 1995 — 1996
None, Liberal Arts and Sciences, General Studies and Humanities
Balboa Capital April 2014 - Present
Navitas Lease Finance Corp August 2008 - March 2014
CIT April 2000 - August 2008
CIT Vendor Finance 2007 - 2008
CIT Group, Inc. 1999 - 2008
Skills
Credit, Funding, Consultative Selling, Sales Process, Sales Management, Inside Sales, Credit Analysis, Strategic Planning, Financials, Leadership Development, Team Building, Lease Administration, Leasing, Salesforce.com, Purchase Agreements, Equipment Finance, Office Equipment, Telemarketing, Marketing Communications, Email Marketing, Performance Reporting, Annual Budgets, Training & Development, New Hire Training, Employee Hiring, Perfomance Management, Performance Appraisal, Action Planning, Business Development, Financial Services, Cold Calling, Sales, Vendor Management, Account Management, New Business Development, Finance, B2B, Management, Negotiation, Solution Selling, Development Of Employees, Sales Presentations, Selling, Sales Operations, Customer Satisfaction, Lead Generation, Recruiting, Marketing, CRM, Customer Retention
Education
Florida Community College at Jacksonville 2001 — 2002
None, Business Administration and Management, General
Quinsigamond Community College 1995 — 1996
None, Liberal Arts and Sciences, General Studies and Humanities
Victor Zhu's Balboa Capital Experience 2004 - 2004
Job Product Manager | Intelligent Solutions | Wholesale Banking | V.P. at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase - Intelligent Solutions 2013 - Present
Citigroup - Global Transaction Services - Treasury & Trade Solutions 2007 - 2013
Lehman Brothers 2006 - 2006
Qnor 2005 - 2006
Canon - Canon Development America 2004 - 2005
Balboa Capital 2004 - 2004
Skills
Entrepreneurship, E-commerce, Business Development, Product Management, Program Management, Project Management, Vendor Management, Software Development, Financial Services, Cash Management, Trade Finance, Agile Methodologies
Education
Carnegie Mellon University
Master, Information System Management
University of California, Irvine
B.S., Information and Computer Science
Shanghai Jiao Tong University
Advance Business Chinese
JPMorgan Chase - Intelligent Solutions 2013 - Present
Citigroup - Global Transaction Services - Treasury & Trade Solutions 2007 - 2013
Lehman Brothers 2006 - 2006
Qnor 2005 - 2006
Canon - Canon Development America 2004 - 2005
Balboa Capital 2004 - 2004
Skills
Entrepreneurship, E-commerce, Business Development, Product Management, Program Management, Project Management, Vendor Management, Software Development, Financial Services, Cash Management, Trade Finance, Agile Methodologies
Education
Carnegie Mellon University
Master, Information System Management
University of California, Irvine
B.S., Information and Computer Science
Shanghai Jiao Tong University
Advance Business Chinese
Carlos Cestero's Balboa Capital Experience 1995 - 2004
Job Chief Operating Officer at Strada Capital Corporation
Industry Financial Services
Experience
Strada Capital Corporation Chief Financial OfficerNationwide Funding, LLCOctober 2004 - November 2006
Balboa Capital 1995 - 2004
Education
California State University-Long Beach - College of Business Administration 1990 — 1994
Strada Capital Corporation Chief Financial OfficerNationwide Funding, LLCOctober 2004 - November 2006
Balboa Capital 1995 - 2004
Education
California State University-Long Beach - College of Business Administration 1990 — 1994
Robert Armour's Balboa Capital Experience August 1998 - June 2000
Job CCO @ DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group April 2009 - Present
NYSE April 2007 - April 2009
Chicago Stock Exchange July 2000 - April 2007
Balboa Capital August 1998 - June 2000
Skills
Series 7, Series 3, Series 24, Series 4, Securities Regulation, Compliance, Securities, Options, Futures, Commodities, Dodd-Frank, Financial Regulation, Proprietary Trading, Derivatives, Trading
Education
Arizona State University 1993 — 1998
BS, Business & Communication
The John Marshall Law School
J.D. candidate
DRW Trading Group April 2009 - Present
NYSE April 2007 - April 2009
Chicago Stock Exchange July 2000 - April 2007
Balboa Capital August 1998 - June 2000
Skills
Series 7, Series 3, Series 24, Series 4, Securities Regulation, Compliance, Securities, Options, Futures, Commodities, Dodd-Frank, Financial Regulation, Proprietary Trading, Derivatives, Trading
Education
Arizona State University 1993 — 1998
BS, Business & Communication
The John Marshall Law School
J.D. candidate
Stephanie Peake's Balboa Capital Experience June 2005 - September 2007
Job Account Executive Integra Telecom
Industry Telecommunications
Experience
Integra Telecom February 2008 - Present
Balboa Capital June 2005 - September 2007
Education
Arizona State University 2002 — 2006
Bachelors, Business & Psychology
Western Michigan University 1997 — 2000
Integra Telecom February 2008 - Present
Balboa Capital June 2005 - September 2007
Education
Arizona State University 2002 — 2006
Bachelors, Business & Psychology
Western Michigan University 1997 — 2000
Mike Bivins's Balboa Capital Experience October 2013 - Present
Job Director of Sales, Enterprise at Balboa Capital
Industry Financial Services
Experience
Balboa Capital October 2013 - Present
Crossroads Equipment Lease & Finance, LLC. September 2012 - September 2013
Western Alliance Equipment Finance April 2011 - September 2012
US Bank Equipment Finance May 2008 - April 2011
California First Leasing Corporation, A Subsidiary of California First National Bancorp CalFirst 1991 - 2008
Skills
Asset Based Lending, Credit, Loans, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Lines Of Credit, Commercial Finance, Sales Management, Underwriting, Financial Analysis, Middle Market, Small Business Lending, Financial Modeling, Treasury Management, Financial Risk, Commercial Mortgages, Business Development, Capital Markets, Selling, Sales, Relationship Management, Credit Risk, Wealth Management, Structured Finance, Risk Management, Mortgage Lending, Cross Selling, Investments, Cash Management, Private Banking, Financial Structuring, Asset Management, Funding, Finance, Cold Calling, Financial Services, Corporate Finance, Loan Origination, Executive Management, Management, Marketing, Leadership
Education
California State University-Chico
Bachelor’s Degree, Marketing-Economics
Balboa Capital October 2013 - Present
Crossroads Equipment Lease & Finance, LLC. September 2012 - September 2013
Western Alliance Equipment Finance April 2011 - September 2012
US Bank Equipment Finance May 2008 - April 2011
California First Leasing Corporation, A Subsidiary of California First National Bancorp CalFirst 1991 - 2008
Skills
Asset Based Lending, Credit, Loans, Commercial Lending, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Lines Of Credit, Commercial Finance, Sales Management, Underwriting, Financial Analysis, Middle Market, Small Business Lending, Financial Modeling, Treasury Management, Financial Risk, Commercial Mortgages, Business Development, Capital Markets, Selling, Sales, Relationship Management, Credit Risk, Wealth Management, Structured Finance, Risk Management, Mortgage Lending, Cross Selling, Investments, Cash Management, Private Banking, Financial Structuring, Asset Management, Funding, Finance, Cold Calling, Financial Services, Corporate Finance, Loan Origination, Executive Management, Management, Marketing, Leadership
Education
California State University-Chico
Bachelor’s Degree, Marketing-Economics
Joe Pilson's Balboa Capital Experience October 2008 - June 2010
Job Account Representative at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc. October 2014 - Present
Broadview Networks May 2013 - October 2014
McCann Associates August 2012 - May 2013
FirstLease Inc June 2010 - April 2012
Balboa Capital October 2008 - June 2010
Marlin Leasing February 2005 - September 2008
Skills
Sales Process, New Business Development, Cold Calling, Account Management, Selling, Solution Selling, CRM, Business Development, Lead Generation, Customer Satisfaction, Customer Retention, Building Relationships, Strategy, Competitive Analysis, Contract Negotiation, Key Account Management, Marketing Strategy, Strategic Planning, Direct Marketing, Cross-functional Team..., Strategic Partnerships, Channel Partners, SaaS, Forecasting, Leadership, Marketing, P&L Management, Pricing, Product Launch, Product Marketing, Team Building, Professional Services, Start-ups, Sales
Education
Cabrini College 1995 — 1999
Bachelor's degree, English Communications
Holy child
Holy child
school of the holy child
Canon Financial Services, Inc. October 2014 - Present
Broadview Networks May 2013 - October 2014
McCann Associates August 2012 - May 2013
FirstLease Inc June 2010 - April 2012
Balboa Capital October 2008 - June 2010
Marlin Leasing February 2005 - September 2008
Skills
Sales Process, New Business Development, Cold Calling, Account Management, Selling, Solution Selling, CRM, Business Development, Lead Generation, Customer Satisfaction, Customer Retention, Building Relationships, Strategy, Competitive Analysis, Contract Negotiation, Key Account Management, Marketing Strategy, Strategic Planning, Direct Marketing, Cross-functional Team..., Strategic Partnerships, Channel Partners, SaaS, Forecasting, Leadership, Marketing, P&L Management, Pricing, Product Launch, Product Marketing, Team Building, Professional Services, Start-ups, Sales
Education
Cabrini College 1995 — 1999
Bachelor's degree, English Communications
Holy child
Holy child
school of the holy child
Dan Horwich's Balboa Capital Experience June 1999 - July 2015
Job IMCA CAPITAL Sales Manager
Industry Financial Services
Experience
IMCA Capital July 2015 - Present
Balboa Capital June 1999 - July 2015
Skills
Small Business Lending, Business Development, Sales, Sales Management, Commercial Lending, Banking, Credit, Cold Calling, Portfolio Management, Direct Sales, Loan Origination, Credit Analysis, New Business Development, Sales Process, Strategic Planning, Loans, Marketing, Relationship Management, Account Management, Negotiation, Commercial Banking, Selling, Finance, Salesforce.com, Team Building, Customer Service, Financial Analysis, Underwriting
Education
Arizona State University 1994 — 1999
Business, Sales / Marketing
Arizona State University - W. P. Carey School of Business 1994 — 1999
IMCA Capital July 2015 - Present
Balboa Capital June 1999 - July 2015
Skills
Small Business Lending, Business Development, Sales, Sales Management, Commercial Lending, Banking, Credit, Cold Calling, Portfolio Management, Direct Sales, Loan Origination, Credit Analysis, New Business Development, Sales Process, Strategic Planning, Loans, Marketing, Relationship Management, Account Management, Negotiation, Commercial Banking, Selling, Finance, Salesforce.com, Team Building, Customer Service, Financial Analysis, Underwriting
Education
Arizona State University 1994 — 1999
Business, Sales / Marketing
Arizona State University - W. P. Carey School of Business 1994 — 1999
Jennifer Alai's Balboa Capital Experience 1999 - 2002
Job Market President for Central and Southern Arizona at Great Western Bank
Industry Banking
Experience
Boys and Girls Clubs of America January 2013 - Present
Access Arizona January 2013 - Present
Great Western Bank June 2012 - Present
AZ Bankers Association 2012 - Present
Great Western Bank October 2007 - 2012
Wells Fargo Bank 2003 - 2007
EquiCapital 2002 - 2003
Balboa Capital 1999 - 2002
Skills
Loans, Credit, Banking, Commercial Banking, Portfolio Management, Small Business Lending, Commercial Lending, Treasury Management, Mortgage Lending, Consumer Lending, Relationship Management, Investments, Finance, Mergers & Acquisitions, Asset Based Lending, Loan Origination, Sales, Risk Management, Retail Banking, Cash Management, Commercial Mortgages, Strategic Financial..., SBA, Lines Of Credit, Credit Risk, Cross Selling, FHA, Credit Cards, Leadership, Due Diligence, Business Development, Commercial Real Estate
Education
Arizona State University
Bachelor's degree
Boys and Girls Clubs of America January 2013 - Present
Access Arizona January 2013 - Present
Great Western Bank June 2012 - Present
AZ Bankers Association 2012 - Present
Great Western Bank October 2007 - 2012
Wells Fargo Bank 2003 - 2007
EquiCapital 2002 - 2003
Balboa Capital 1999 - 2002
Skills
Loans, Credit, Banking, Commercial Banking, Portfolio Management, Small Business Lending, Commercial Lending, Treasury Management, Mortgage Lending, Consumer Lending, Relationship Management, Investments, Finance, Mergers & Acquisitions, Asset Based Lending, Loan Origination, Sales, Risk Management, Retail Banking, Cash Management, Commercial Mortgages, Strategic Financial..., SBA, Lines Of Credit, Credit Risk, Cross Selling, FHA, Credit Cards, Leadership, Due Diligence, Business Development, Commercial Real Estate
Education
Arizona State University
Bachelor's degree
Anthony Stein's Balboa Capital Experience 2003 - January 2014
Job Vice President Sales at Ascentium Capital
Industry Financial Services
Experience
Ascentium Capital February 2014 - Present
Destination Media, LLC August 2005 - Present
Proprietor September 2010 - Present
Balboa Capital 2003 - January 2014
Balboa Capital April 2000 - 2003
Smart Practice 1996 - 1999
SmartPractice 1994 - 1996
Skills
Sales, Leadership, New Business Development, Conceptualization, Account Management, Management, Finance, Business Development, Negotiation, Training, Sales Management, Commercial Finance, Sales Process, Commercial Lending, Direct Sales, CRM, Credit Analysis, Small Business Lending, Loans, Recruiting, Selling, Lead Generation, Cold Calling, Solution Selling, Contract Negotiation, Customer Service, Financial Services, Team Building, Strategic Planning, Strategic Partnerships, B2B, Capital Equipment, Loan Origination, Marketing, Credit
Education
Arizona State University 1997 — 1999
Bachelor's of Interdisciplinary Studies, Economics and Business
Batesville High School
Ascentium Capital February 2014 - Present
Destination Media, LLC August 2005 - Present
Proprietor September 2010 - Present
Balboa Capital 2003 - January 2014
Balboa Capital April 2000 - 2003
Smart Practice 1996 - 1999
SmartPractice 1994 - 1996
Skills
Sales, Leadership, New Business Development, Conceptualization, Account Management, Management, Finance, Business Development, Negotiation, Training, Sales Management, Commercial Finance, Sales Process, Commercial Lending, Direct Sales, CRM, Credit Analysis, Small Business Lending, Loans, Recruiting, Selling, Lead Generation, Cold Calling, Solution Selling, Contract Negotiation, Customer Service, Financial Services, Team Building, Strategic Planning, Strategic Partnerships, B2B, Capital Equipment, Loan Origination, Marketing, Credit
Education
Arizona State University 1997 — 1999
Bachelor's of Interdisciplinary Studies, Economics and Business
Batesville High School
Meghan Michels's Balboa Capital Experience July 2006 - July 2007
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage February 2014 - Present
Wells Fargo Business Banking July 2007 - July 2013
Balboa Capital July 2006 - July 2007
Geo Tech Information Solutions May 2002 - August 2006
Skills
Credit, Commercial Lending, Sales, Banking, Credit Analysis, Underwriting, Finance, Loans, Business Development, Commercial Banking, Customer Retention, Lines Of Credit, Relationship Management
Education
California State University-Chico 2002 — 2006
Bachelor's degree, Organizational Communication, General
Allied Real Estate
Coldwell Banker Residential Brokerage February 2014 - Present
Wells Fargo Business Banking July 2007 - July 2013
Balboa Capital July 2006 - July 2007
Geo Tech Information Solutions May 2002 - August 2006
Skills
Credit, Commercial Lending, Sales, Banking, Credit Analysis, Underwriting, Finance, Loans, Business Development, Commercial Banking, Customer Retention, Lines Of Credit, Relationship Management
Education
California State University-Chico 2002 — 2006
Bachelor's degree, Organizational Communication, General
Allied Real Estate
Cynthia Tittle's Balboa Capital Experience June 2014 - Present
Job Employee at Balboa Capital
Industry Financial Services
Experience
Balboa Capital June 2014 - Present
Various Staffing Agencies February 2009 - February 2014
Commerce Energy July 2005 - August 2008
Reynolds & Reynolds July 1997 - January 2003
Skills
Access, Accounts Receivable, Software Documentation, Microsoft Excel, Accounting, Outlook, Microsoft Word, Training, Customer Service, Skin Care, Hair Removal, Problem Solving
Education
University of Phoenix 2015 — 2017
Bachelor’s Degree, Information Technology - Software Development, 3.67
Golden West College 2012 — 2012
Certificate of Achievement, Esthetics
Coastline Community College 2009 — 2010
Certificate, Paralegal Studies
Computer Learning Center 1996 — 1997
Certificate of Achievement, Computer Operations
Rio Hondo College 1993 — 1996
A.S., Environmental Technology
Balboa Capital June 2014 - Present
Various Staffing Agencies February 2009 - February 2014
Commerce Energy July 2005 - August 2008
Reynolds & Reynolds July 1997 - January 2003
Skills
Access, Accounts Receivable, Software Documentation, Microsoft Excel, Accounting, Outlook, Microsoft Word, Training, Customer Service, Skin Care, Hair Removal, Problem Solving
Education
University of Phoenix 2015 — 2017
Bachelor’s Degree, Information Technology - Software Development, 3.67
Golden West College 2012 — 2012
Certificate of Achievement, Esthetics
Coastline Community College 2009 — 2010
Certificate, Paralegal Studies
Computer Learning Center 1996 — 1997
Certificate of Achievement, Computer Operations
Rio Hondo College 1993 — 1996
A.S., Environmental Technology
David Renteria's Balboa Capital Experience March 2013 - Present
Job Regional Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital March 2013 - Present
Leaf Commercial Capital, Inc February 2011 - February 2013
Lease Corporation of America April 2010 - February 2011
CIT Vendor Finance April 2007 - March 2010
Citicapital Vendor Finance January 2002 - March 2007
Kyocera Mita December 1987 - January 2002
Skills
Account Management, B2B, Business Development, Business Relationship..., CRM, Contract Negotiation, Cold Calling, Credit, Credit Analysis, Customer Retention, Customer Service, Direct Sales, Document Imaging, Finance, Major Accounts, Managed Print Services, Marketing, Negotiation, New Business Development, Photocopier, Relationship Management, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Selling, Solution Selling, Strategic Planning
Education
The University of Texas at Arlington
Wichita State University
Butler Community College
Balboa Capital March 2013 - Present
Leaf Commercial Capital, Inc February 2011 - February 2013
Lease Corporation of America April 2010 - February 2011
CIT Vendor Finance April 2007 - March 2010
Citicapital Vendor Finance January 2002 - March 2007
Kyocera Mita December 1987 - January 2002
Skills
Account Management, B2B, Business Development, Business Relationship..., CRM, Contract Negotiation, Cold Calling, Credit, Credit Analysis, Customer Retention, Customer Service, Direct Sales, Document Imaging, Finance, Major Accounts, Managed Print Services, Marketing, Negotiation, New Business Development, Photocopier, Relationship Management, Sales, Sales Management, Sales Operations, Sales Presentations, Sales Process, Salesforce.com, Selling, Solution Selling, Strategic Planning
Education
The University of Texas at Arlington
Wichita State University
Butler Community College
Calvin Thompson's Balboa Capital Experience March 2013 - Present
Job Credit Manager Commerical Trucks at Balboa Capital
Industry Financial Services
Experience
Balboa Capital March 2013 - Present
Toyota Financial Services June 2010 - March 2013
Coldiron Companies November 2009 - March 2010
Madison Capital Equipment & Vehicle Leasing March 2009 - November 2009
Key Equipment Finance 2004 - 2008
Paccar Financial April 2001 - July 2004
CIT May 2000 - May 2001
Greentree 1999 - 2000
Conseco 1999 - 2000
Ameridata 1994 - 1994
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Underwriting, Credit Risk, Finance, Banking, Portfolio Management, Financial Analysis, Risk Management, Funding, Asset Based Lending, Asset Managment, Pricing, Coaching, Supervision, Employee Management, Employee Training, Contact Management, Financial Services, Management, Sales Management, Sales, Sales Operations, Mortgage Lending, Cash Management, Loan Origination, Business Development, Analysis, Commercial Banking, Financial Risk
Education
Drexel University 2003 — 2004
Business Management
Mercer University 1986 — 1989
Business Management
Balboa Capital March 2013 - Present
Toyota Financial Services June 2010 - March 2013
Coldiron Companies November 2009 - March 2010
Madison Capital Equipment & Vehicle Leasing March 2009 - November 2009
Key Equipment Finance 2004 - 2008
Paccar Financial April 2001 - July 2004
CIT May 2000 - May 2001
Greentree 1999 - 2000
Conseco 1999 - 2000
Ameridata 1994 - 1994
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Underwriting, Credit Risk, Finance, Banking, Portfolio Management, Financial Analysis, Risk Management, Funding, Asset Based Lending, Asset Managment, Pricing, Coaching, Supervision, Employee Management, Employee Training, Contact Management, Financial Services, Management, Sales Management, Sales, Sales Operations, Mortgage Lending, Cash Management, Loan Origination, Business Development, Analysis, Commercial Banking, Financial Risk
Education
Drexel University 2003 — 2004
Business Management
Mercer University 1986 — 1989
Business Management
Jory Hopkins's Balboa Capital Experience February 2010 - March 2013
Job Business Development Manager at EMA
Industry Information Technology and Services
Experience
EMA April 2013 - Present
Balboa Capital February 2010 - March 2013
Key Bank March 2001 - August 2009
Skills
Account Management, Asset Based Lending, Sales Management, New Business Development, Credit, Business Development, Sales, Direct Sales, Selling, Relationship Management, Salesforce.com
Education
Fanshawe College
Business Marketing
University of Phoenix
University of Phoenix
EMA April 2013 - Present
Balboa Capital February 2010 - March 2013
Key Bank March 2001 - August 2009
Skills
Account Management, Asset Based Lending, Sales Management, New Business Development, Credit, Business Development, Sales, Direct Sales, Selling, Relationship Management, Salesforce.com
Education
Fanshawe College
Business Marketing
University of Phoenix
University of Phoenix
Geno Zicarelli's Balboa Capital Experience April 1998 - December 1998
Job Director, Corporate Partnerships at Houston Rockets
Industry Sports
Experience
Houston Rockets February 2012 - Present
Clear Channel Radio September 2010 - February 2012
AVP Pro Beach Volleyball Tour June 2009 - September 2010
AEG January 2007 - January 2009
AEG January 2006 - December 2006
AEG February 2005 - December 2005
AEG August 2003 - January 2005
Los Angeles Kings June 2000 - July 2003
TriStar Capital, LLC January 1999 - January 2000
Balboa Capital April 1998 - December 1998
Skills
Account Management, Sports Marketing, Lead Generation, New Business Development, Business Development, Ticket Sales, Cold Calling, Sales, Leadership, Event Management, Customer Retention, Management, Sponsorship Activation, Sponsorship, Budgets, Marketing, Social Media Marketing, Negotiation, Sponsorship Sales, Sports, Sports Management, Archtics, Advertising, Product Management
Education
California State University-Fullerton 1995 — 2000
Bachelor's Degree, Business Administration and Finance
Houston Rockets February 2012 - Present
Clear Channel Radio September 2010 - February 2012
AVP Pro Beach Volleyball Tour June 2009 - September 2010
AEG January 2007 - January 2009
AEG January 2006 - December 2006
AEG February 2005 - December 2005
AEG August 2003 - January 2005
Los Angeles Kings June 2000 - July 2003
TriStar Capital, LLC January 1999 - January 2000
Balboa Capital April 1998 - December 1998
Skills
Account Management, Sports Marketing, Lead Generation, New Business Development, Business Development, Ticket Sales, Cold Calling, Sales, Leadership, Event Management, Customer Retention, Management, Sponsorship Activation, Sponsorship, Budgets, Marketing, Social Media Marketing, Negotiation, Sponsorship Sales, Sports, Sports Management, Archtics, Advertising, Product Management
Education
California State University-Fullerton 1995 — 2000
Bachelor's Degree, Business Administration and Finance
Tommy Romero's Balboa Capital Experience January 1995 - July 2000
Job Successful financial industry leader with a broad scope of experience and track record.
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments January 2011 - Present
Fisher Investments November 2007 - December 2010
Fisher Investments April 2005 - October 2007
Fisher Investments February 2004 - March 2005
Fisher Investments August 2001 - January 2004
Fisher Investments August 2000 - August 2001
Balboa Capital January 1995 - July 2000
Balboa Capital September 1991 - December 1994
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sales, Distribution, and Marketing Operations, General
Fisher Investments April 2012 - Present
Fisher Investments January 2011 - Present
Fisher Investments November 2007 - December 2010
Fisher Investments April 2005 - October 2007
Fisher Investments February 2004 - March 2005
Fisher Investments August 2001 - January 2004
Fisher Investments August 2000 - August 2001
Balboa Capital January 1995 - July 2000
Balboa Capital September 1991 - December 1994
Education
California State Polytechnic University-Pomona
Bachelor of Arts (B.A.), Sales, Distribution, and Marketing Operations, General
Jason Zeager's Balboa Capital Experience February 2004 - September 2007
Job Vendor Account Manager at Providence Capital Funding
Industry Financial Services
Experience
Providence Capital Funding October 2007 - Present
Balboa Capital February 2004 - September 2007
Skills
Finance, Sales, Marketing, Credit, Business Development, New Business Development, Leadership, Program Management, Sales Management, Account Management, Microsoft Excel, Sales Operations, Start-ups, Management, Customer Service, Marketing Strategy, Negotiation, Small Business, Sales Process, Cold Calling, Loans
Education
California State University-Long Beach - College of Business Administration 2003 — 2006
Finance
Providence Capital Funding October 2007 - Present
Balboa Capital February 2004 - September 2007
Skills
Finance, Sales, Marketing, Credit, Business Development, New Business Development, Leadership, Program Management, Sales Management, Account Management, Microsoft Excel, Sales Operations, Start-ups, Management, Customer Service, Marketing Strategy, Negotiation, Small Business, Sales Process, Cold Calling, Loans
Education
California State University-Long Beach - College of Business Administration 2003 — 2006
Finance
Bob Ciborowski's Balboa Capital Experience February 2008 - Present
Job Syndication Desk at Balboa Capital
Industry Financial Services
Experience
Balboa Capital February 2008 - Present
Golden West Financial Services 2006 - 2007
Dimension Funding 1998 - 2003
Education
California State University-Long Beach
BA, Political Science
Balboa Capital February 2008 - Present
Golden West Financial Services 2006 - 2007
Dimension Funding 1998 - 2003
Education
California State University-Long Beach
BA, Political Science
Miguel Avitia's Balboa Capital Experience 2007 - 2008
Job Marketing and Sales Professional
Industry Financial Services
Experience
Balboa Capital 2007 - 2008
Education
California State University-Chico 2002 — 2007
Bachelor of Science, Business Administration
Balboa Capital 2007 - 2008
Education
California State University-Chico 2002 — 2007
Bachelor of Science, Business Administration
Steve Friedrich's Balboa Capital Experience June 1997 - October 1998
Job Senior Account Manager at Alliance Funding Group
Industry Financial Services
Experience
Alliance Funding Group June 2003 - Present
TriStar Capital October 1998 - June 2003
Balboa Capital June 1997 - October 1998
Case & Sons Construction May 1996 - May 1997
Chicago White Sox June 1993 - April 1996
Education
California State University-Fullerton
Business
Alliance Funding Group June 2003 - Present
TriStar Capital October 1998 - June 2003
Balboa Capital June 1997 - October 1998
Case & Sons Construction May 1996 - May 1997
Chicago White Sox June 1993 - April 1996
Education
California State University-Fullerton
Business
Lori Cona's Balboa Capital Experience 1997 - 2002
Job Accounting Manager at Heil Brice Retail Advertising
Industry Accounting
Experience
Heil Brice Retail Advertising 2013 - Present
Quest International 2012 - 2013
Affant Communication 2007 - 2012
Studiocast Design, Inc. 2002 - 2007
Balboa Capital 1997 - 2002
Skills
Accounting Manager, Controller, Cash Management, Invoicing, Payroll, Reconciliations, Fixed Assets, Accounts Receivable, Accounts Payable, Purchase Orders, Sales Tax Reporting, Journal Entries, Prepaid Expenses, Property Tax, Vendor Relations, Payroll Reporting, Financial Statements, Credit Card Processing, Process Improvement, QuickBooks, Full-Charge Bookkeeping, Accounting Consulting
Education
California State University-Fullerton - College of Business and Economics
Bachelor's Degree, Business Administration, Accounting
Heil Brice Retail Advertising 2013 - Present
Quest International 2012 - 2013
Affant Communication 2007 - 2012
Studiocast Design, Inc. 2002 - 2007
Balboa Capital 1997 - 2002
Skills
Accounting Manager, Controller, Cash Management, Invoicing, Payroll, Reconciliations, Fixed Assets, Accounts Receivable, Accounts Payable, Purchase Orders, Sales Tax Reporting, Journal Entries, Prepaid Expenses, Property Tax, Vendor Relations, Payroll Reporting, Financial Statements, Credit Card Processing, Process Improvement, QuickBooks, Full-Charge Bookkeeping, Accounting Consulting
Education
California State University-Fullerton - College of Business and Economics
Bachelor's Degree, Business Administration, Accounting
Tomas Trujillo's Balboa Capital Experience January 2006 - December 2006
Job VP
Industry Broadcast Media
Experience
KDAY-FM February 2014 - Present
MundoFox Houston July 2013 - Present
KWHY-22 July 2011 - Present
Meruelo Capital Partners April 2011 - Present
Citizens Business Bank April 2010 - April 2011
Commercial Bank of California January 2007 - April 2010
Balboa Capital January 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Business Development, Sales, Finance, Marketing, Investments, Strategic Planning, Portfolio Management, Spanish, Forecasting, Broadcast, Microsoft Office, Business Strategy, Analytics, Social Media
Education
Chapman University
Bachelor of Science (B.S.), Business Management
Chapman University
KDAY-FM February 2014 - Present
MundoFox Houston July 2013 - Present
KWHY-22 July 2011 - Present
Meruelo Capital Partners April 2011 - Present
Citizens Business Bank April 2010 - April 2011
Commercial Bank of California January 2007 - April 2010
Balboa Capital January 2006 - December 2006
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Business Development, Sales, Finance, Marketing, Investments, Strategic Planning, Portfolio Management, Spanish, Forecasting, Broadcast, Microsoft Office, Business Strategy, Analytics, Social Media
Education
Chapman University
Bachelor of Science (B.S.), Business Management
Chapman University
Erica Sun's Balboa Capital Experience December 2000 - September 2004
Job Independent Retail Professional
Industry Retail
Experience
Balboa Capital December 2000 - September 2004
Skills
Customer Service, Customer Satisfaction, Customer Retention
Education
California State University-Fullerton 1996 — 1999
BA Communications, Advertising
Balboa Capital December 2000 - September 2004
Skills
Customer Service, Customer Satisfaction, Customer Retention
Education
California State University-Fullerton 1996 — 1999
BA Communications, Advertising
Richard Smallwood's Balboa Capital Experience April 2013 - September 2013
Job Owner at RLS Equipment Lease
Industry Financial Services
Experience
RLS Equipment Lease September 2013 - Present
Balboa Capital April 2013 - September 2013
Business Financing Solutions July 2008 - December 2008
Education
Claremont McKenna College 1978 — 1980
AA, Biology / Business
RLS Equipment Lease September 2013 - Present
Balboa Capital April 2013 - September 2013
Business Financing Solutions July 2008 - December 2008
Education
Claremont McKenna College 1978 — 1980
AA, Biology / Business
John Snyder's Balboa Capital Experience 2001 - 2007
Job Business Finance Consultant
Industry Investment Banking
Experience
STRADA Capital Corporation January 2015 - January 2015
Alliance Funding Group March 2013 - April 2014
Culver Capital Group September 2009 - February 2013
Balboa Capital 2001 - 2007
Monex Deposit Company March 2000 - February 2001
First Union December 1995 - March 1998
Nordic Track 1994 - 1995
Midwest Construction & Supply Company 1987 - 1988
Skills
Finance, Asset Based Lending, Commercial Lending, Structured Finance, Loans, Portfolio Management, Credit, Corporate Finance, Investments, Commercial Finance, Financial Analysis, Financial Structuring, Credit Analysis, Funding, Start-ups, Private Equity, Banking, Mergers & Acquisitions, Sales, Risk Management, New Business Development, Venture Capital, Managerial Finance, Valuation, Due Diligence, Financial Services, Loan Origination, Financial Modeling, Entrepreneurship
Education
Buena Vista University 1993 — 1994
B. A., Entrepreneurship
University of Northern Iowa 1990 — 1992
Computer Science, HR Management, Business
NIACC 1988 — 1989
Business
University of Iowa 1986 — 1988
Computer Science
Mason City High School 1982 — 1986
98.6
STRADA Capital Corporation January 2015 - January 2015
Alliance Funding Group March 2013 - April 2014
Culver Capital Group September 2009 - February 2013
Balboa Capital 2001 - 2007
Monex Deposit Company March 2000 - February 2001
First Union December 1995 - March 1998
Nordic Track 1994 - 1995
Midwest Construction & Supply Company 1987 - 1988
Skills
Finance, Asset Based Lending, Commercial Lending, Structured Finance, Loans, Portfolio Management, Credit, Corporate Finance, Investments, Commercial Finance, Financial Analysis, Financial Structuring, Credit Analysis, Funding, Start-ups, Private Equity, Banking, Mergers & Acquisitions, Sales, Risk Management, New Business Development, Venture Capital, Managerial Finance, Valuation, Due Diligence, Financial Services, Loan Origination, Financial Modeling, Entrepreneurship
Education
Buena Vista University 1993 — 1994
B. A., Entrepreneurship
University of Northern Iowa 1990 — 1992
Computer Science, HR Management, Business
NIACC 1988 — 1989
Business
University of Iowa 1986 — 1988
Computer Science
Mason City High School 1982 — 1986
98.6
Tika Navaratna's Balboa Capital Experience July 2005 - January 2006
Job Consultant
Industry Management Consulting
Experience
Delivering Happiness June 2014 - Present
Culture Change Consultants September 2007 - Present
Southern California Edison April 2007 - August 2007
Claremont Graduate University January 2007 - May 2007
Cornerstone Research January 2007 - May 2007
Claremont Graduate University January 2006 - March 2007
Balboa Capital July 2005 - January 2006
Skills
Organizational..., Survey Design, Data Analysis, Organizational..., Leadership Development, SPSS, Program Evaluation, Performance Management, Survey Research, Organizational Learning, Change Management, Talent Management, Focus Groups, Qualitative Research, Management Consulting, Training, Quantitative Research, Culture Change, Leadership, Strategy, CRM
Education
Claremont Graduate University 2006 — 2008
Master of Arts (MA), Industrial and Organizational Psychology
DePauw University 2001 — 2005
Bachelor's degree, Economics
Delivering Happiness June 2014 - Present
Culture Change Consultants September 2007 - Present
Southern California Edison April 2007 - August 2007
Claremont Graduate University January 2007 - May 2007
Cornerstone Research January 2007 - May 2007
Claremont Graduate University January 2006 - March 2007
Balboa Capital July 2005 - January 2006
Skills
Organizational..., Survey Design, Data Analysis, Organizational..., Leadership Development, SPSS, Program Evaluation, Performance Management, Survey Research, Organizational Learning, Change Management, Talent Management, Focus Groups, Qualitative Research, Management Consulting, Training, Quantitative Research, Culture Change, Leadership, Strategy, CRM
Education
Claremont Graduate University 2006 — 2008
Master of Arts (MA), Industrial and Organizational Psychology
DePauw University 2001 — 2005
Bachelor's degree, Economics
James Brackett's Balboa Capital Experience March 2015 - Present
Job Regional Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital March 2015 - Present
Commercial Credit Group Inc. August 2013 - March 2015
Fulton Financial Corporation June 2005 - March 2013
Utility Keystone Trailer Sales April 2000 - June 2005
Associates Commercial Corporation November 1986 - April 2000
Skills
Banking, Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Negotiation, Underwriting, Small Business Lending, Portfolio Management, Consumer Lending, Asset Management, Credit Risk, Management, Sales, Finance, Credit
Education
Geneva College 1980 — 1985
BSBA, Business/Economics
arbutus
Balboa Capital March 2015 - Present
Commercial Credit Group Inc. August 2013 - March 2015
Fulton Financial Corporation June 2005 - March 2013
Utility Keystone Trailer Sales April 2000 - June 2005
Associates Commercial Corporation November 1986 - April 2000
Skills
Banking, Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Negotiation, Underwriting, Small Business Lending, Portfolio Management, Consumer Lending, Asset Management, Credit Risk, Management, Sales, Finance, Credit
Education
Geneva College 1980 — 1985
BSBA, Business/Economics
arbutus
Jonathan Nery's Balboa Capital Experience October 2005 - March 2007
Job Vendor Relations Manager at Providence Capital Funding, Inc.
Industry Financial Services
Experience
Providence Capital Funding, Inc. October 2007 - Present
Balboa Capital October 2005 - March 2007
The Vitamin Shoppe October 2004 - September 2005
Skills
Microsoft Office, Windows, Computer Hardware, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Photoshop, Teamwork
Education
California State University-Fullerton 2001 — 2006
Bachelor of Arts (B.A.), Finance, General
Providence Capital Funding, Inc. October 2007 - Present
Balboa Capital October 2005 - March 2007
The Vitamin Shoppe October 2004 - September 2005
Skills
Microsoft Office, Windows, Computer Hardware, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Photoshop, Teamwork
Education
California State University-Fullerton 2001 — 2006
Bachelor of Arts (B.A.), Finance, General
ALEX SORTINO's Balboa Capital Experience June 2014 - July 2014
Job Outside Sales Representative at EasyPay Finance
Industry Sports
Experience
EasyPay Finance June 2015 - Present
San Diego Chargers Football Co. February 2015 - Present
LEGOLAND California Resort June 2013 - Present
University of San Diego 2014 - 2015
Balboa Capital June 2014 - July 2014
Gainey Suites Hotel July 2011 - May 2013
The Aspire Group Inc October 2012 - April 2013
Peoria Sports Complex (Padres-Mariners) February 2013 - March 2013
Hampton Inn March 2009 - October 2010
Hilton Worldwide January 2008 - March 2009
Skills
OnQ, Property Management..., Front Office, Rooms Division, Micros, Hospitality Management, Hospitality Industry, Hotel Management, Service Recovery, Hotels, Hotel Booking, Hospitality, Revenue Analysis, Resorts, Food & Beverage, Lightspeed, Galaxy, Sales, Marketing, Event Planning, Customer Service, Microsoft Office, Event Management, Social Networking
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sports Management
Arizona State University 2010 — 2012
Bachelor of Business Administration (BBA)
Phoenix College 2008 — 2009
EasyPay Finance June 2015 - Present
San Diego Chargers Football Co. February 2015 - Present
LEGOLAND California Resort June 2013 - Present
University of San Diego 2014 - 2015
Balboa Capital June 2014 - July 2014
Gainey Suites Hotel July 2011 - May 2013
The Aspire Group Inc October 2012 - April 2013
Peoria Sports Complex (Padres-Mariners) February 2013 - March 2013
Hampton Inn March 2009 - October 2010
Hilton Worldwide January 2008 - March 2009
Skills
OnQ, Property Management..., Front Office, Rooms Division, Micros, Hospitality Management, Hospitality Industry, Hotel Management, Service Recovery, Hotels, Hotel Booking, Hospitality, Revenue Analysis, Resorts, Food & Beverage, Lightspeed, Galaxy, Sales, Marketing, Event Planning, Customer Service, Microsoft Office, Event Management, Social Networking
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sports Management
Arizona State University 2010 — 2012
Bachelor of Business Administration (BBA)
Phoenix College 2008 — 2009
Philip Duley's Balboa Capital Experience January 1995 - January 1997
Job Talend, Inc.
Industry Computer Software
Experience
Talend August 2012 - Present
FDIC February 2010 - June 2012
Allied Business Schools June 2006 - January 2010
Quest Financial Corporation January 1997 - August 2004
Balboa Capital January 1995 - January 1997
Skills
Marketing Strategy, Strategic Planning, Lead Generation, Sales Management, Account Management, New Business Development, Financial Analysis, Finance, Negotiation, CRM, Management, Leadership, Start-ups, Sales Process, Salesforce.com, SaaS, Sales
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1991
BS, Business
Orange High School
Talend August 2012 - Present
FDIC February 2010 - June 2012
Allied Business Schools June 2006 - January 2010
Quest Financial Corporation January 1997 - August 2004
Balboa Capital January 1995 - January 1997
Skills
Marketing Strategy, Strategic Planning, Lead Generation, Sales Management, Account Management, New Business Development, Financial Analysis, Finance, Negotiation, CRM, Management, Leadership, Start-ups, Sales Process, Salesforce.com, SaaS, Sales
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1987 — 1991
BS, Business
Orange High School
Melissa Mostowy's Balboa Capital Experience May 2010 - June 2011
Job Account Manager at extrameasures
Industry Marketing and Advertising
Experience
extrameasures June 2011 - Present
Balboa Capital May 2010 - June 2011
Balboa Capital August 2008 - May 2010
Nordstrom June 2003 - September 2006
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S., International Business
Universidad De Valladolid
Globalization in Market & Trade
extrameasures June 2011 - Present
Balboa Capital May 2010 - June 2011
Balboa Capital August 2008 - May 2010
Nordstrom June 2003 - September 2006
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
B.S., International Business
Universidad De Valladolid
Globalization in Market & Trade
Patrick Mcdevitt's Balboa Capital Experience January 2013 - Present
Job Account Executive at CalFirst National Bancorp
Industry Higher Education
Experience
Balboa Capital January 2013 - Present
California State University, Fullerton August 2008 - June 2012
Jaenovation December 2011 - February 2012
Skills
Leadership, Critical Thinking, Public Speaking, Direct Sales, Sales, Marketing, Risk Assessment, Credit Analysis, Financial Analysis, Finance, Equity Trading, Oracle, US GAAP, Microsoft Word, Microsoft Excel, PowerPoint
Education
Cal State Fullerton 2010 — 2012
Business, Finance
Balboa Capital January 2013 - Present
California State University, Fullerton August 2008 - June 2012
Jaenovation December 2011 - February 2012
Skills
Leadership, Critical Thinking, Public Speaking, Direct Sales, Sales, Marketing, Risk Assessment, Credit Analysis, Financial Analysis, Finance, Equity Trading, Oracle, US GAAP, Microsoft Word, Microsoft Excel, PowerPoint
Education
Cal State Fullerton 2010 — 2012
Business, Finance
SHAWN SATHAVORN's Balboa Capital Experience April 2014 - June 2014
Job Mortgage Loan Funder at CashCall, Inc.
Industry Financial Services
Experience
Balboa Capital April 2014 - June 2014
CashCall, Inc. May 2012 - August 2013
Star Liquor December 2009 - May 2012
Skills
Financial Modeling, Valuation, Loans, Credit Risk, Accounts Payable, Bank Reconciliation, Account Reconciliation, Accounting, Accounts Receivable, Cash Flow, General Ledger, Funding, QuickBooks
Education
California State University-Fullerton 2008 — 2011
Bachelor's Degree, Finance, General
Balboa Capital April 2014 - June 2014
CashCall, Inc. May 2012 - August 2013
Star Liquor December 2009 - May 2012
Skills
Financial Modeling, Valuation, Loans, Credit Risk, Accounts Payable, Bank Reconciliation, Account Reconciliation, Accounting, Accounts Receivable, Cash Flow, General Ledger, Funding, QuickBooks
Education
California State University-Fullerton 2008 — 2011
Bachelor's Degree, Finance, General
Field Amundson's Balboa Capital Experience 2011 - Present
Job Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital 2011 - Present
Skills
Consultative Selling, Cold Calling, Equipment Finance, Account Management, Asset Based Lending, Working Capital..., Loans, Credit Analysis, Direct Sales, Commercial Lending, Small Business Lending, Commercial Finance, Credit, Finance, Marketing, Sales, Sales Process, Selling, Solution Selling, Business Development, Sales Management
Education
Arizona State University 2004 — 2008
BS, Economics
Balboa Capital 2011 - Present
Skills
Consultative Selling, Cold Calling, Equipment Finance, Account Management, Asset Based Lending, Working Capital..., Loans, Credit Analysis, Direct Sales, Commercial Lending, Small Business Lending, Commercial Finance, Credit, Finance, Marketing, Sales, Sales Process, Selling, Solution Selling, Business Development, Sales Management
Education
Arizona State University 2004 — 2008
BS, Economics
Evan Wilkinson's Balboa Capital Experience January 2013 - August 2013
Job Sales Representative at Yodle
Industry Information Technology and Services
Experience
Yodle September 2014 - Present
Invenio Marketing Solutions February 2014 - July 2014
Balboa Capital January 2013 - August 2013
YMS Local May 2012 - December 2012
SinFactory Media May 2008 - February 2011
Santa Barbara Bank and Trust February 2005 - January 2007
Skills
Customer Service, Sales, Retail
Education
California State University-Long Beach
Communication
Santa Barbara City College
Associate's degree, Marketing
Yodle September 2014 - Present
Invenio Marketing Solutions February 2014 - July 2014
Balboa Capital January 2013 - August 2013
YMS Local May 2012 - December 2012
SinFactory Media May 2008 - February 2011
Santa Barbara Bank and Trust February 2005 - January 2007
Skills
Customer Service, Sales, Retail
Education
California State University-Long Beach
Communication
Santa Barbara City College
Associate's degree, Marketing
Kenneth Cruz's Balboa Capital Experience December 2012 - Present
Job Accountant at Balboa Capital
Industry Accounting
Experience
Balboa Capital December 2012 - Present
CoreLogic October 2012 - February 2013
Bank of America December 2007 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Vertex, Great Plains Software, QuickBooks, Lease Plus, Time Value Amortization..., Corporate Invoicing, Journal Entries, General Ledger, Account Reconciliation, Bank Reconciliation, Process Improvement, Project Planning, Project Management, Commercial Banking, Cash Management, Banking, Loans, Customer Service, Deposits, Small Business Lending, Retail Banking, Mortgage Lending, Financial Analysis, Cross Selling, Consumer Lending, Credit, Commercial Lending, Credit Analysis
Education
California State University-Fullerton 2009 — 2012
Bachelor of Science (BS), Business Administration Finance
Balboa Capital December 2012 - Present
CoreLogic October 2012 - February 2013
Bank of America December 2007 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Vertex, Great Plains Software, QuickBooks, Lease Plus, Time Value Amortization..., Corporate Invoicing, Journal Entries, General Ledger, Account Reconciliation, Bank Reconciliation, Process Improvement, Project Planning, Project Management, Commercial Banking, Cash Management, Banking, Loans, Customer Service, Deposits, Small Business Lending, Retail Banking, Mortgage Lending, Financial Analysis, Cross Selling, Consumer Lending, Credit, Commercial Lending, Credit Analysis
Education
California State University-Fullerton 2009 — 2012
Bachelor of Science (BS), Business Administration Finance
Lourdes Strauss's Balboa Capital Experience December 2013 - October 2014
Job Student at California State University, Fullerton
Industry E-Learning
Experience
First Financial Corporate Services, Inc. October 2014 - July 2015
Balboa Capital December 2013 - October 2014
Strategic Property Economics January 2012 - May 2013
Citicapital Franchise Finance August 2005 - September 2006
California First Leasing Corporation July 2002 - August 2004
Hydrospin May 1999 - July 2002
Amplicon, Inc. October 1992 - September 1998
Skills
Leases, Financial Modeling, Valuation, Finance, Loans, Due Diligence, Funding, Credit
Education
California State University-Fullerton
Bachelor of Business Administration (B.A.), Finance
First Financial Corporate Services, Inc. October 2014 - July 2015
Balboa Capital December 2013 - October 2014
Strategic Property Economics January 2012 - May 2013
Citicapital Franchise Finance August 2005 - September 2006
California First Leasing Corporation July 2002 - August 2004
Hydrospin May 1999 - July 2002
Amplicon, Inc. October 1992 - September 1998
Skills
Leases, Financial Modeling, Valuation, Finance, Loans, Due Diligence, Funding, Credit
Education
California State University-Fullerton
Bachelor of Business Administration (B.A.), Finance
Jonathan Schulte's Balboa Capital Experience November 2002 - March 2004
Job Owner/Schulte Leasing
Industry Banking
Experience
Self-employed November 2007 - Present
Columbia Public Schools June 2011 - September 2013
American Trust Capital December 2006 - November 2007
HSBC April 2004 - December 2006
Balboa Capital November 2002 - March 2004
Morgan Stanley January 2000 - November 2002
Education
Columbia College 1995 — 1998
B.S., Business Administration and Finance
Self-employed November 2007 - Present
Columbia Public Schools June 2011 - September 2013
American Trust Capital December 2006 - November 2007
HSBC April 2004 - December 2006
Balboa Capital November 2002 - March 2004
Morgan Stanley January 2000 - November 2002
Education
Columbia College 1995 — 1998
B.S., Business Administration and Finance
Ernesto Samaniego's Balboa Capital Experience July 2014 - Present
Job Relationship Manager at IMCA Capital
Industry Financial Services
Experience
IMCA Capital April 2015 - Present
Balboa Capital July 2014 - Present
Skills
Business Development, Direct Sales, Salesforce.com, Sales Process, Portfolio Management, Negotiation, Marketing Strategy, Financial Analysis, Finance, Credit, Corporate Finance, Cold Calling
Education
Arizona State University 2012 — 2014
IMCA Capital April 2015 - Present
Balboa Capital July 2014 - Present
Skills
Business Development, Direct Sales, Salesforce.com, Sales Process, Portfolio Management, Negotiation, Marketing Strategy, Financial Analysis, Finance, Credit, Corporate Finance, Cold Calling
Education
Arizona State University 2012 — 2014
John Pohlen's Balboa Capital Experience August 2007 - February 2008
Job CFO/Controller at SalonEquipment.Com
Industry Wholesale
Experience
SalonEquipment.Com February 2008 - Present
Balboa Capital August 2007 - February 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
SalonEquipment.Com February 2008 - Present
Balboa Capital August 2007 - February 2008
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Maria Alina Pauna's Balboa Capital Experience February 2013 - December 2013
Job Attended California State UniversityFullerton
Industry
Experience
Balboa Capital February 2013 - December 2013
Celtic Leasing May 2011 - October 2012
Reed Surety Insurance & Surety Services July 2010 - July 2011
H&R Block January 2011 - April 2011
Hess Bookkeeping and Income Tax Services January 2011 - April 2011
Education
California State University-Fullerton 2013 — 2015
Business Administration - Accounting concentration
Santa Ana College 2009 — 2012
Associate’s Degree, Accounting
Balboa Capital February 2013 - December 2013
Celtic Leasing May 2011 - October 2012
Reed Surety Insurance & Surety Services July 2010 - July 2011
H&R Block January 2011 - April 2011
Hess Bookkeeping and Income Tax Services January 2011 - April 2011
Education
California State University-Fullerton 2013 — 2015
Business Administration - Accounting concentration
Santa Ana College 2009 — 2012
Associate’s Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY