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.
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Balboa Capital Employees
Employee
Years
Job
Industry
Steve Rabish Steve Rabish's Balboa Capital Experience 2008 - 2008
Job Owner Operator at Oversii
Industry Financial Services
Experience
Oversii February 2015 - Present
Integrity Valet May 2014 - October 2014
Desert Parking February 2014 - September 2014
Alzheimer's Association® March 2009 - July 2014
Independent June 2013 - June 2014
New York Life February 2009 - May 2013
BarTrackers 2011 - 2013
Balboa Capital 2008 - 2008
Skills
Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Risk Management, Leadership, Sales, Finance, Life Insurance, Series 63, Financial Planning, 401k, Series 7, Long-term Care, Mutual Funds, Estate Planning
Education
Northwood University 2005 — 2007
BA, Finance
walled lake central
walled lake central
walled lake central
walled lake central
Oversii February 2015 - Present
Integrity Valet May 2014 - October 2014
Desert Parking February 2014 - September 2014
Alzheimer's Association® March 2009 - July 2014
Independent June 2013 - June 2014
New York Life February 2009 - May 2013
BarTrackers 2011 - 2013
Balboa Capital 2008 - 2008
Skills
Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Risk Management, Leadership, Sales, Finance, Life Insurance, Series 63, Financial Planning, 401k, Series 7, Long-term Care, Mutual Funds, Estate Planning
Education
Northwood University 2005 — 2007
BA, Finance
walled lake central
walled lake central
walled lake central
walled lake central
Heavenly Dunlap Heavenly Dunlap's Balboa Capital Experience December 2013 - October 2014
Job Substitute Teacher pursuing a Masters in Learning and Teaching
Industry Primary/Secondary Education
Experience
Savanna School District November 2014 - Present
Anaheim City School District November 2014 - Present
Balboa Capital December 2013 - October 2014
Balboa Capital October 2013 - December 2013
In N Out Burger November 2011 - September 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Customer Service, Business Analysis, Investments, Microsoft Excel, Microsoft Office, Due Diligence, Equities, Credit, Management, Capital Markets, Strategic Planning, Investment Banking, Business Strategy, Fixed Income, Corporate Recruiting, Recruiting, Social Networking, Social Marketing, Time Management, Interviews, Leadership, Sales, Microsoft Word, Social Media
Education
University of Redlands 2014 — 2016
Masters of Arts in Learning and Teaching
University of California, Riverside 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Patriot High School 2005 — 2009
Savanna School District November 2014 - Present
Anaheim City School District November 2014 - Present
Balboa Capital December 2013 - October 2014
Balboa Capital October 2013 - December 2013
In N Out Burger November 2011 - September 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Customer Service, Business Analysis, Investments, Microsoft Excel, Microsoft Office, Due Diligence, Equities, Credit, Management, Capital Markets, Strategic Planning, Investment Banking, Business Strategy, Fixed Income, Corporate Recruiting, Recruiting, Social Networking, Social Marketing, Time Management, Interviews, Leadership, Sales, Microsoft Word, Social Media
Education
University of Redlands 2014 — 2016
Masters of Arts in Learning and Teaching
University of California, Riverside 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
Patriot High School 2005 — 2009
Bryan Timmons Bryan Timmons's Balboa Capital Experience 2012 - 2012
Job Credit Analyst
Industry Financial Services
Experience
Quick Bridge Funding March 2014 - Present
Booker Software October 2012 - September 2013
Balboa Capital 2012 - 2012
Regal Entertainment Group 2009 - 2012
Office of California State Senator Tom Harman August 2009 - December 2009
Skills
Customer Service, Time Management, Community Outreach, Phone Etiquette, YouTube, Facebook, Event Planning, Social Networking, PowerPoint, Microsoft Word, Credit Analysis, Small Business Lending, Leasing, Sales, Advertising, Salesforce.com, Microsoft Excel, Marketing, Social Media Marketing, Leadership
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Quick Bridge Funding March 2014 - Present
Booker Software October 2012 - September 2013
Balboa Capital 2012 - 2012
Regal Entertainment Group 2009 - 2012
Office of California State Senator Tom Harman August 2009 - December 2009
Skills
Customer Service, Time Management, Community Outreach, Phone Etiquette, YouTube, Facebook, Event Planning, Social Networking, PowerPoint, Microsoft Word, Credit Analysis, Small Business Lending, Leasing, Sales, Advertising, Salesforce.com, Microsoft Excel, Marketing, Social Media Marketing, Leadership
Education
University of California, Irvine 2007 — 2011
B.A., Business Economics
Oscar Montenegro Oscar Montenegro's Balboa Capital Experience January 2001 - January 2003
Job
Industry Management Consulting
Experience
ASPEN BUSINESS GROUP LLC August 2013 - Present
Central National Bank January 2011 - November 2014
Central National Bank June 2005 - January 2011
Landmark National Bank (formerly Citizens Bank, N.A.) January 2003 - June 2005
Balboa Capital January 2001 - January 2003
Skills
Management, Team Building, Leadership Development, Building Relationships, Leadership, Strategic Planning, Coaching, Business Development, Customer Service, Customer Retention, Sales Process, Finance, Analysis, Sales, Retail Banking, Consulting, Budgets, Public Speaking, Employee Engagement
Education
Kansas State University 1997 — 1999
Johnson County Community College 1995 — 1997
ASPEN BUSINESS GROUP LLC August 2013 - Present
Central National Bank January 2011 - November 2014
Central National Bank June 2005 - January 2011
Landmark National Bank (formerly Citizens Bank, N.A.) January 2003 - June 2005
Balboa Capital January 2001 - January 2003
Skills
Management, Team Building, Leadership Development, Building Relationships, Leadership, Strategic Planning, Coaching, Business Development, Customer Service, Customer Retention, Sales Process, Finance, Analysis, Sales, Retail Banking, Consulting, Budgets, Public Speaking, Employee Engagement
Education
Kansas State University 1997 — 1999
Johnson County Community College 1995 — 1997
Cary Meskell Cary Meskell's Balboa Capital Experience July 2013 - August 2014
Job Account Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital July 2013 - August 2014
UCSD Undergraduate Investment Society September 2012 - May 2013
– UCSD Crew TeamLa Jolla September 2011 - February 2012
Starbucks Coffee Company June 2008 - January 2011
Philosophical Society September 2009 - September 2010
Friar Tux Shop April 2004 - June 2009
Skills
Finance, Account Management, Customer Service, Leadership, Administration, Credit, Sales, Marketing, Management, Manufacturing, Budgets, Research, Time Management, Excellent oral and..., Ability to respond..., Sound organizational..., Strong background in..., Proficient in Microsoft...
Education
UCSD 2011 — 2013
Bachelor's Degree, Management Science
Santiago Canyon College 2009 — 2011
Associate's Degree, Liberal Arts, Humanities, and Communication
Balboa Capital July 2013 - August 2014
UCSD Undergraduate Investment Society September 2012 - May 2013
– UCSD Crew TeamLa Jolla September 2011 - February 2012
Starbucks Coffee Company June 2008 - January 2011
Philosophical Society September 2009 - September 2010
Friar Tux Shop April 2004 - June 2009
Skills
Finance, Account Management, Customer Service, Leadership, Administration, Credit, Sales, Marketing, Management, Manufacturing, Budgets, Research, Time Management, Excellent oral and..., Ability to respond..., Sound organizational..., Strong background in..., Proficient in Microsoft...
Education
UCSD 2011 — 2013
Bachelor's Degree, Management Science
Santiago Canyon College 2009 — 2011
Associate's Degree, Liberal Arts, Humanities, and Communication
Ashley Sebastian Ashley Sebastian's Balboa Capital Experience August 2013 - July 2015
Job Senior Business Development Manager at Marlin Business Service Corp
Industry Financial Services
Experience
Marlin Business Services Corp July 2015 - Present
Balboa Capital August 2013 - July 2015
EXPRESS August 2009 - July 2013
Skills
Cold Calling, Account Management, Salesforce.com, Sales, Direct Sales, Sales Process, Credit, Selling, Sales Management, Solution Selling, Loans, Lead Generation, New Business Development, Business Development, Sales Presentations, CRM, B2B, Marketing, Credit Analysis, Finance
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (BA), Business Administration and Marketing
Marlin Business Services Corp July 2015 - Present
Balboa Capital August 2013 - July 2015
EXPRESS August 2009 - July 2013
Skills
Cold Calling, Account Management, Salesforce.com, Sales, Direct Sales, Sales Process, Credit, Selling, Sales Management, Solution Selling, Loans, Lead Generation, New Business Development, Business Development, Sales Presentations, CRM, B2B, Marketing, Credit Analysis, Finance
Education
University of California, Riverside 2009 — 2013
Bachelor of Arts (BA), Business Administration and Marketing
Ryan Boyle's Balboa Capital Experience 2004 - 2007
Job Kapost drives the content that powers B2B marketing
Industry Computer Software
Experience
Kapost January 2015 - Present
Wells Fargo August 2013 - April 2014
Bank of America February 2012 - July 2013
Wells Fargo May 2010 - February 2012
ENvision Capital Group, LLC January 2007 - May 2010
Balboa Capital 2004 - 2007
Skills
Small Business Lending, Underwriting, Credit, Real Estate, Small Business, Loans, Commercial Lending, Sales Management, Banking, Financial Analysis, Refinance, New Business Development, Investment Properties, Business Development, Sales, Financial Services, Credit Analysis, Finance, Strategy, Lines Of Credit, Mortgage Lending, Treasury Management, Analysis, Financial Risk, Portfolio Management, Loan Origination, Investments, Commercial Banking, Relationship Management, Commercial Mortgages, Cash Management, Management, Cross Selling, Credit Risk, Cash Flow, Asset Based Lending, Risk Management, SBA, Wealth Management, Marketing, Leadership, Marketing Strategy
Education
Texas Christian University 1999 — 2003
BBA, Maketing/Communications
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Marketing and Communications
Rockhurst High School 1996 — 1999
All guys; College prep; Jesuit, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Jeane's 1990 — 1996
Kapost January 2015 - Present
Wells Fargo August 2013 - April 2014
Bank of America February 2012 - July 2013
Wells Fargo May 2010 - February 2012
ENvision Capital Group, LLC January 2007 - May 2010
Balboa Capital 2004 - 2007
Skills
Small Business Lending, Underwriting, Credit, Real Estate, Small Business, Loans, Commercial Lending, Sales Management, Banking, Financial Analysis, Refinance, New Business Development, Investment Properties, Business Development, Sales, Financial Services, Credit Analysis, Finance, Strategy, Lines Of Credit, Mortgage Lending, Treasury Management, Analysis, Financial Risk, Portfolio Management, Loan Origination, Investments, Commercial Banking, Relationship Management, Commercial Mortgages, Cash Management, Management, Cross Selling, Credit Risk, Cash Flow, Asset Based Lending, Risk Management, SBA, Wealth Management, Marketing, Leadership, Marketing Strategy
Education
Texas Christian University 1999 — 2003
BBA, Maketing/Communications
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Marketing and Communications
Rockhurst High School 1996 — 1999
All guys; College prep; Jesuit, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Jeane's 1990 — 1996
Joe Stapleton, CRPC's Balboa Capital Experience 2006 - 2007
Job Financial Advisor at Signature Resources
Industry Financial Services
Experience
Signature Resources March 2008 - Present
The Elite OC January 2011 - Present
Newport Beach Chamber of Commerce March 2008 - Present
The Bashful Bandit October 2004 - December 2008
Balboa Capital 2006 - 2007
McGuire Center for Entrepreneurship, University of Arizona 2005 - 2006
Upper Hand Athletics 2005 - 2006
Skills
Social Media, Event Planning, Microsoft Office, Public Speaking, Budgeting
Education
University of Arizona 2002 — 2006
Finance & Entrepreneurship
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Finance & Entrepreneurship
Signature Resources March 2008 - Present
The Elite OC January 2011 - Present
Newport Beach Chamber of Commerce March 2008 - Present
The Bashful Bandit October 2004 - December 2008
Balboa Capital 2006 - 2007
McGuire Center for Entrepreneurship, University of Arizona 2005 - 2006
Upper Hand Athletics 2005 - 2006
Skills
Social Media, Event Planning, Microsoft Office, Public Speaking, Budgeting
Education
University of Arizona 2002 — 2006
Finance & Entrepreneurship
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Finance & Entrepreneurship
David Normandin CLP David Normandin CLP's Balboa Capital Experience June 1995 - February 2007
Job Senior Vice President
Industry Financial Services
Experience
Banc of California 2012 - Present
ENvision Capital Group February 2007 - May 2011
Balboa Capital June 1995 - February 2007
Skills
Commercial Finance, Commercial Lending, Financial Structuring, Asset Based Lending, Small Business Lending, Training, Strategy, Portfolio Management, Start-ups, Sales, Finance, Funding, Leadership, Underwriting, Loan Origination, Credit, Loans, Management, Entrepreneurship, Investments, Marketing, Factoring, Credit Analysis, Direct Sales, Lines Of Credit, Banking, Risk Management, Asset, Commercial Banking, Leases, Structured Finance, Capital
Education
San Diego State University-California State University
BS, Business Administration Management
Certified Leasing Professional
CLP Designation, Commercial Equipment Leasing
Six Sigma
Green Belt
Banc of California 2012 - Present
ENvision Capital Group February 2007 - May 2011
Balboa Capital June 1995 - February 2007
Skills
Commercial Finance, Commercial Lending, Financial Structuring, Asset Based Lending, Small Business Lending, Training, Strategy, Portfolio Management, Start-ups, Sales, Finance, Funding, Leadership, Underwriting, Loan Origination, Credit, Loans, Management, Entrepreneurship, Investments, Marketing, Factoring, Credit Analysis, Direct Sales, Lines Of Credit, Banking, Risk Management, Asset, Commercial Banking, Leases, Structured Finance, Capital
Education
San Diego State University-California State University
BS, Business Administration Management
Certified Leasing Professional
CLP Designation, Commercial Equipment Leasing
Six Sigma
Green Belt
Dejan Juric Dejan Juric's Balboa Capital Experience November 2013 - December 2013
Job Software Business Development Executive at IBM
Industry Management Consulting
Experience
IBM April 2015 - Present
IBM May 2014 - Present
First National Capital Corporation December 2013 - June 2014
Balboa Capital November 2013 - December 2013
AAA Auto Club May 2012 - August 2013
CGCF Commercial Finance Group January 2011 - 2012
California First National Bank 2007 - 2011
University of Phoenix 2007 - 2008
Skills
Management, Recruiting, Finance, Leadership, Sales, Start-ups, Financial Analysis, Marketing, Account Management, Human Resources, SaaS, Direct Sales, Strategic Partnerships, Enterprise Software, Business Development, Consulting, Management Consulting, Credit, Employee Relations, Portfolio Management, Sales Operations, CRM, Banking, Territory Development, Program Management, Team Building, B2B Marketing Strategy, Business Strategy, Sales Force Development, Territory Management, Restructuring, Automotive, Demographic Analysis, Cloud Applications, Commercial Sales, Sociographic Analysis, Digital Marketing, Email Marketing, Software Solutions, Email Marketing Software, Marketing Automation, TM1, Cognos, Silverpop
Education
University of Phoenix 2006 — 2008
MBA, Business Management
University of Phoenix 2005 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.4
Palomar College 2003 — 2004
Mathematics and Accounting
Grossmont College 2002 — 2003
Accounting and Finance
CSUN 1998 — 2002
Associates, Pre-Med
Bravo Medical Magnet
IBM April 2015 - Present
IBM May 2014 - Present
First National Capital Corporation December 2013 - June 2014
Balboa Capital November 2013 - December 2013
AAA Auto Club May 2012 - August 2013
CGCF Commercial Finance Group January 2011 - 2012
California First National Bank 2007 - 2011
University of Phoenix 2007 - 2008
Skills
Management, Recruiting, Finance, Leadership, Sales, Start-ups, Financial Analysis, Marketing, Account Management, Human Resources, SaaS, Direct Sales, Strategic Partnerships, Enterprise Software, Business Development, Consulting, Management Consulting, Credit, Employee Relations, Portfolio Management, Sales Operations, CRM, Banking, Territory Development, Program Management, Team Building, B2B Marketing Strategy, Business Strategy, Sales Force Development, Territory Management, Restructuring, Automotive, Demographic Analysis, Cloud Applications, Commercial Sales, Sociographic Analysis, Digital Marketing, Email Marketing, Software Solutions, Email Marketing Software, Marketing Automation, TM1, Cognos, Silverpop
Education
University of Phoenix 2006 — 2008
MBA, Business Management
University of Phoenix 2005 — 2006
Bachelor's Degree, Business Administration and Management, General, 3.4
Palomar College 2003 — 2004
Mathematics and Accounting
Grossmont College 2002 — 2003
Accounting and Finance
CSUN 1998 — 2002
Associates, Pre-Med
Bravo Medical Magnet
Peter Bronson Peter Bronson's Balboa Capital Experience January 2014 - December 2014
Job
Industry Security and Investigations
Experience
Bay Alarm Company January 2015 - Present
Balboa Capital January 2014 - December 2014
Healthcare Realty Brokerage January 2012 - November 2013
Newman, Bronson and Wallis December 2007 - July 2011
Skills
Real Estate, Sales, Investment Properties, Brokerage, Negotiation, Investments, Market Analysis, Due Diligence, Finance, Property, Financial Analysis, Valuation, Corporate Finance, Loans
Education
University of Missouri-Columbia 2002 — 2006
BS, Political Science
Bay Alarm Company January 2015 - Present
Balboa Capital January 2014 - December 2014
Healthcare Realty Brokerage January 2012 - November 2013
Newman, Bronson and Wallis December 2007 - July 2011
Skills
Real Estate, Sales, Investment Properties, Brokerage, Negotiation, Investments, Market Analysis, Due Diligence, Finance, Property, Financial Analysis, Valuation, Corporate Finance, Loans
Education
University of Missouri-Columbia 2002 — 2006
BS, Political Science
Robert Klase's Balboa Capital Experience December 2001 - October 2004
Job G500 Account Manager Database Solutions at Dell Software Group
Industry Computer Software
Experience
Dell May 2015 - Present
ThinkingPhones February 2015 - May 2015
Aveksa August 2013 - January 2015
salesforce.com June 2012 - July 2013
Quest Software January 2007 - June 2012
Quest Software October 2004 - January 2007
Balboa Capital December 2001 - October 2004
Skills
Enterprise Software, Sales Process, Solution Selling, Salesforce.com, SaaS
Education
University of Arizona 1997 — 2001
B.A., Communications
Corona Del Mar H.S. 1994 — 1997
Dell May 2015 - Present
ThinkingPhones February 2015 - May 2015
Aveksa August 2013 - January 2015
salesforce.com June 2012 - July 2013
Quest Software January 2007 - June 2012
Quest Software October 2004 - January 2007
Balboa Capital December 2001 - October 2004
Skills
Enterprise Software, Sales Process, Solution Selling, Salesforce.com, SaaS
Education
University of Arizona 1997 — 2001
B.A., Communications
Corona Del Mar H.S. 1994 — 1997
Dennis D. Tran Dennis D. Tran's Balboa Capital Experience October 2012 - March 2014
Job Technical Account Manager at Yardi Systems, Inc.
Industry Marketing and Advertising
Experience
Yardi September 2014 - Present
Wong Fu Productions March 2014 - September 2014
Balboa Capital October 2012 - March 2014
The Boiling Crab June 2012 - March 2014
UC Irvine June 2012 - July 2013
University of California June 2012 - July 2013
MTV September 2011 - December 2011
Orange County United Way July 2011 - December 2011
American Eagle Outfitters June 2008 - December 2011
Skills
Project Management, Event Photography, Film Production, Leadership, Social Media Marketing, Marketing, Sales, Video Editing, Social Media, Event Planning, Advertising, Photoshop, Account Management, Public Speaking, Final Cut Pro, Event Management, Social Networking
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Economics, Film & Media Studies
Yardi September 2014 - Present
Wong Fu Productions March 2014 - September 2014
Balboa Capital October 2012 - March 2014
The Boiling Crab June 2012 - March 2014
UC Irvine June 2012 - July 2013
University of California June 2012 - July 2013
MTV September 2011 - December 2011
Orange County United Way July 2011 - December 2011
American Eagle Outfitters June 2008 - December 2011
Skills
Project Management, Event Photography, Film Production, Leadership, Social Media Marketing, Marketing, Sales, Video Editing, Social Media, Event Planning, Advertising, Photoshop, Account Management, Public Speaking, Final Cut Pro, Event Management, Social Networking
Education
University of California, Irvine 2009 — 2013
Bachelor's Degree, Business Economics, Film & Media Studies
Diego Mazuera Diego Mazuera's Balboa Capital Experience August 2013 - October 2014
Job Sales
Industry Biotechnology
Experience
Pentron Clinical January 2015 - Present
Pentron Clinical January 2015 - Present
Balboa Capital August 2013 - October 2014
Family 1970 - 2012
Efficient Lending September 2006 - December 2007
Home Loan Center March 2003 - September 2006
Il Fornaio 1991 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Public Speaking, Sales, Negotiation, Time Management, Teamwork, Risk Management, Leadership, Sales Management, Account Management, Salesforce.com, Insurance, Customer Satisfaction, Training, Marketing, Team Leadership, Team Building, Strategic Planning, Social Networking, Social Media Marketing, Retail, Recruiting, New Business Development, Marketing Strategy, Management, Inventory Management, Forecasting, Financial Analysis, Finance, Direct Sales, Customer Retention, Contract Negotiation, Cold Calling, Coaching, Business Development, Banking, Sales Operations, Selling, Sales Process, B2B, CRM, Market Research, Lead Generation, Sales Presentations
Education
Itt tech 2008 — 2012
Bachelor of sci, Criminal Justice and Corrections
Pontificia Universidad Javeriana 1989 — 1991
Associate of Science (AS), Business/Commerce, General
Pentron Clinical January 2015 - Present
Pentron Clinical January 2015 - Present
Balboa Capital August 2013 - October 2014
Family 1970 - 2012
Efficient Lending September 2006 - December 2007
Home Loan Center March 2003 - September 2006
Il Fornaio 1991 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Public Speaking, Sales, Negotiation, Time Management, Teamwork, Risk Management, Leadership, Sales Management, Account Management, Salesforce.com, Insurance, Customer Satisfaction, Training, Marketing, Team Leadership, Team Building, Strategic Planning, Social Networking, Social Media Marketing, Retail, Recruiting, New Business Development, Marketing Strategy, Management, Inventory Management, Forecasting, Financial Analysis, Finance, Direct Sales, Customer Retention, Contract Negotiation, Cold Calling, Coaching, Business Development, Banking, Sales Operations, Selling, Sales Process, B2B, CRM, Market Research, Lead Generation, Sales Presentations
Education
Itt tech 2008 — 2012
Bachelor of sci, Criminal Justice and Corrections
Pontificia Universidad Javeriana 1989 — 1991
Associate of Science (AS), Business/Commerce, General
Trafford Hill's Balboa Capital Experience October 2012 - February 2014
Job Account Executive at Jules and Associates
Industry Financial Services
Experience
Jules and Associates April 2014 - Present
Balboa Capital October 2012 - February 2014
Lionside June 2010 - August 2010
Independent Roofing Consultants (IRC) May 2009 - August 2009
LBA Realty May 2008 - August 2008
Skills
Investment Properties, Disposition, Risk Management, Finance, Microsoft Excel, Customer Service, Financial Analysis, Data Analysis, Recruiting, PowerPoint, Microsoft Office, Leadership, Portfolio Management, Management, Sales, Pinterest, Charity
Education
University of San Diego 2008 — 2012
Bachelor's degree, Sociology, Graduate
Newport Harbor High School
Jules and Associates April 2014 - Present
Balboa Capital October 2012 - February 2014
Lionside June 2010 - August 2010
Independent Roofing Consultants (IRC) May 2009 - August 2009
LBA Realty May 2008 - August 2008
Skills
Investment Properties, Disposition, Risk Management, Finance, Microsoft Excel, Customer Service, Financial Analysis, Data Analysis, Recruiting, PowerPoint, Microsoft Office, Leadership, Portfolio Management, Management, Sales, Pinterest, Charity
Education
University of San Diego 2008 — 2012
Bachelor's degree, Sociology, Graduate
Newport Harbor High School
Aaron Phan Aaron Phan's Balboa Capital Experience January 2014 - June 2014
Job Business to Business Sales Consultant at Staples Advantage
Industry Financial Services
Experience
Staples Advantage October 2014 - Present
Staples Advantage July 2014 - October 2014
Balboa Capital January 2014 - June 2014
Wells Fargo July 2012 - September 2013
Skills
Cold Calling, Qualifying Prospects, Sales, Salesforce.com, Real Estate, Advertising, Online Advertising, Online Marketing, Microsoft Office, Customer Service, Account Management, CRM, Sales Operations, Call Centers, Finance
Education
UC Riverside 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Staples Advantage October 2014 - Present
Staples Advantage July 2014 - October 2014
Balboa Capital January 2014 - June 2014
Wells Fargo July 2012 - September 2013
Skills
Cold Calling, Qualifying Prospects, Sales, Salesforce.com, Real Estate, Advertising, Online Advertising, Online Marketing, Microsoft Office, Customer Service, Account Management, CRM, Sales Operations, Call Centers, Finance
Education
UC Riverside 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Amanda Pearson, PHR Amanda Pearson, PHR's Balboa Capital Experience August 2007 - December 2010
Job HR Business Partner and Strategic Account Manager at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource August 2014 - Present
MK Strategic Resources, LLC / Oak Hill Capital Management September 2012 - Present
United Rentals Inc. May 2012 - August 2012
RSC Equipment Rental December 2011 - April 2012
RSC Equipment Rental December 2010 - December 2011
Balboa Capital August 2007 - December 2010
Skills
Project Planning, Employee Relations, Human Resources, Talent Management, Vendor Management, Payroll, Budgets, Project Management, Sales Operations, Strategy, Training, HRIS, Hiring, Deferred Compensation, Team Building
Education
Michigan State University 2002 — 2006
Bachelor of Science (B.S.), Consumer Merchandising/Retailing Management
ADP TotalSource August 2014 - Present
MK Strategic Resources, LLC / Oak Hill Capital Management September 2012 - Present
United Rentals Inc. May 2012 - August 2012
RSC Equipment Rental December 2011 - April 2012
RSC Equipment Rental December 2010 - December 2011
Balboa Capital August 2007 - December 2010
Skills
Project Planning, Employee Relations, Human Resources, Talent Management, Vendor Management, Payroll, Budgets, Project Management, Sales Operations, Strategy, Training, HRIS, Hiring, Deferred Compensation, Team Building
Education
Michigan State University 2002 — 2006
Bachelor of Science (B.S.), Consumer Merchandising/Retailing Management
Jake Tracy Jake Tracy's Balboa Capital Experience September 2012 - July 2013
Job Associate at CAIS Group
Industry Financial Services
Experience
CAIS Group June 2015 - Present
Trust Company of the West August 2013 - June 2015
Balboa Capital September 2012 - July 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance
CAIS Group June 2015 - Present
Trust Company of the West August 2013 - June 2015
Balboa Capital September 2012 - July 2013
Merrill Lynch 2011 - 2011
Skills
Microsoft Office, Finance, Portfolio Management, Cold Calling, Credit, Analysis, Salesforce.com, Loans
Education
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Finance
Dean Cox Dean Cox's Balboa Capital Experience 1995 - 2004
Job Chief Operating Officer
Industry Financial Services
Experience
Enverto June 2012 - Present
CoStar Consulting Associates January 1983 - Present
Imperial Meridian, CCConsulting Corp, Accurise February 2008 - November 2011
Five Point Capital 2009 - 2009
TriStar Capital 2007 - 2009
Balboa Capital 1995 - 2004
California Thrift & Loan, Leasing Division 1991 - 1995
Pacific Enterprises Leasing & Commercial Loans 1982 - 1991
Skills
Commercial Finance, Asset Based Lending, Loans, Credit Analysis, Commercial Lending, Credit, Loan Origination, Sales Management, Underwriting, New Business Development, Portfolio Management, Banking, Commercial Mortgages, Financial Analysis, Factoring, Sales, Funding, Credit Risk, Due Diligence, Mortgage Lending, Structured Finance, Corporate Finance, Financial Services, Investments, Mergers & Acquisitions, Forecasting, Finance, Commercial Banking, Budgets, Business Development, Refinance, Executive Management, Leadership, Relationship Management, Financial Structuring, Strategy, Asset Management, Treasury Management, Financial Modeling, Management, Valuation, Capital Markets, Private Equity, Strategic Financial..., Risk Management, Lines Of Credit, Project Finance, Cash Management, Working Capital..., Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1988
MBA, Business
Corban University 1977 — 1981
BS, Business
Enverto June 2012 - Present
CoStar Consulting Associates January 1983 - Present
Imperial Meridian, CCConsulting Corp, Accurise February 2008 - November 2011
Five Point Capital 2009 - 2009
TriStar Capital 2007 - 2009
Balboa Capital 1995 - 2004
California Thrift & Loan, Leasing Division 1991 - 1995
Pacific Enterprises Leasing & Commercial Loans 1982 - 1991
Skills
Commercial Finance, Asset Based Lending, Loans, Credit Analysis, Commercial Lending, Credit, Loan Origination, Sales Management, Underwriting, New Business Development, Portfolio Management, Banking, Commercial Mortgages, Financial Analysis, Factoring, Sales, Funding, Credit Risk, Due Diligence, Mortgage Lending, Structured Finance, Corporate Finance, Financial Services, Investments, Mergers & Acquisitions, Forecasting, Finance, Commercial Banking, Budgets, Business Development, Refinance, Executive Management, Leadership, Relationship Management, Financial Structuring, Strategy, Asset Management, Treasury Management, Financial Modeling, Management, Valuation, Capital Markets, Private Equity, Strategic Financial..., Risk Management, Lines Of Credit, Project Finance, Cash Management, Working Capital..., Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1988
MBA, Business
Corban University 1977 — 1981
BS, Business
Venancio Azcueta Venancio Azcueta's Balboa Capital Experience October 2013 - August 2014
Job Real Estate Professional
Industry Real Estate
Experience
Excel Realty and Mortgage October 2014 - Present
Real Estate January 2004 - Present
Balboa Capital October 2013 - August 2014
Silicon Valley Tech January 1996 - January 2003
Skills
Sellers, Real Estate, First Time Home Buyers, Short Sales, Buyer Representation, Licensed Real Estate..., Selling, FHA, Investment Properties, Real Estate Transactions, Real Estate Financing, Single Family Homes, Investors, REO, Customer Service, Foreclosures, Relocation, Residential Homes, New Home Sales, Marketing, Sales
Education
Ohlone College
Excel Realty and Mortgage October 2014 - Present
Real Estate January 2004 - Present
Balboa Capital October 2013 - August 2014
Silicon Valley Tech January 1996 - January 2003
Skills
Sellers, Real Estate, First Time Home Buyers, Short Sales, Buyer Representation, Licensed Real Estate..., Selling, FHA, Investment Properties, Real Estate Transactions, Real Estate Financing, Single Family Homes, Investors, REO, Customer Service, Foreclosures, Relocation, Residential Homes, New Home Sales, Marketing, Sales
Education
Ohlone College
Melody Liu Melody Liu's Balboa Capital Experience April 2012 - July 2012
Job Marketing Coordinator at Codazen
Industry Marketing and Advertising
Experience
Codazen July 2013 - Present
Codazen July 2013 - Present
SCNO at UCI June 2012 - July 2013
Balboa Capital April 2012 - July 2012
SCNO at UCI April 2011 - June 2012
Forever 21 June 2011 - August 2011
Skills
Social Media, Marketing, Management, Market Research, Marketing Strategy, Fundraising, Team Building, Public Relations, Management Consulting, Nonprofits, Event Planning, Non-profits, Research, Marketing Communications, CRM, Recruiting, Agile Methodologies, Lean Startup, Adobe Creative Suite
Education
University of California, Irvine - The Paul Merage School of Business
Bachelor of Arts (B.A.), Business Administration
University of California, Irvine
Minor, Digital Arts
University High School
High School
Codazen July 2013 - Present
Codazen July 2013 - Present
SCNO at UCI June 2012 - July 2013
Balboa Capital April 2012 - July 2012
SCNO at UCI April 2011 - June 2012
Forever 21 June 2011 - August 2011
Skills
Social Media, Marketing, Management, Market Research, Marketing Strategy, Fundraising, Team Building, Public Relations, Management Consulting, Nonprofits, Event Planning, Non-profits, Research, Marketing Communications, CRM, Recruiting, Agile Methodologies, Lean Startup, Adobe Creative Suite
Education
University of California, Irvine - The Paul Merage School of Business
Bachelor of Arts (B.A.), Business Administration
University of California, Irvine
Minor, Digital Arts
University High School
High School
David Woolery David Woolery's Balboa Capital Experience July 1998 - July 2009
Job Technology and Marketing Manager at The 4600 Group
Industry Legal Services
Experience
The 4600 Group July 2009 - Present
Balboa Capital July 1998 - July 2009
United States Air Force October 1987 - October 1993
Skills
Management, Project Management, Project Planning, Mechanical Aptitude, Networking, Network Security, Troubleshooting, Microsoft Technologies, Network Administration, Customer Service, Hardware, Network Design, Biology, Chemistry, Electronics, Gas Engines, Diesel, Diesel Generators, HVAC, Hydraulics, Gas Turbines, Pneumatics, Business Development
Education
Whittier College 1993 — 1997
Bachelor's degree, Biology with minor in Chemistry
San Bernardino Valley College 1993 — 1993
None, Mathematics, Biology
Rio Hondo College 1990 — 1993
None, Mathematics
The 4600 Group July 2009 - Present
Balboa Capital July 1998 - July 2009
United States Air Force October 1987 - October 1993
Skills
Management, Project Management, Project Planning, Mechanical Aptitude, Networking, Network Security, Troubleshooting, Microsoft Technologies, Network Administration, Customer Service, Hardware, Network Design, Biology, Chemistry, Electronics, Gas Engines, Diesel, Diesel Generators, HVAC, Hydraulics, Gas Turbines, Pneumatics, Business Development
Education
Whittier College 1993 — 1997
Bachelor's degree, Biology with minor in Chemistry
San Bernardino Valley College 1993 — 1993
None, Mathematics, Biology
Rio Hondo College 1990 — 1993
None, Mathematics
Sarah Summers's Balboa Capital Experience June 2003 - April 2007
Job Director, Benefits at CoreLogic
Industry Human Resources
Experience
CoreLogic January 2013 - Present
The Walt Disney Company 2009 - December 2012
Aon Consulting April 2007 - April 2009
Balboa Capital June 2003 - April 2007
Skills
Leadership, Management, Employee Benefits, Program Management, Project Management, Risk Management, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
University of Kansas 1999 — 2003
Bachelor of Social Welfare, Social Welfare
CoreLogic January 2013 - Present
The Walt Disney Company 2009 - December 2012
Aon Consulting April 2007 - April 2009
Balboa Capital June 2003 - April 2007
Skills
Leadership, Management, Employee Benefits, Program Management, Project Management, Risk Management, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
MBA
University of Kansas 1999 — 2003
Bachelor of Social Welfare, Social Welfare
Adam Olson Adam Olson's Balboa Capital Experience March 2014 - August 2014
Job Marketer | Entrepreneur | Finance
Industry Financial Services
Experience
Westamerica Communications 2015 - Present
Balboa Capital March 2014 - August 2014
Life Lived Outdoors LLC March 2011 - February 2014
Skills
Fitness, Marketing Strategy, Marketing Communications, Business Strategy, Business Analysis, New Business Development, Economics, Econometrics, Econometric Modeling, Finance, Event Management, Event Planning, Events, Strategy, Brand Development, Leadership, Management, Sponsorship, Fundraising, Social Media Marketing, Sales, Sports Marketing, Market Research, Digital Media, Start-ups, Social Networking, Email Marketing, Research, Digital Strategy, SEO Audits
Education
University of California, Riverside 2008 — 2010
Bachelor of Arts (B.A.), Economics
Westamerica Communications 2015 - Present
Balboa Capital March 2014 - August 2014
Life Lived Outdoors LLC March 2011 - February 2014
Skills
Fitness, Marketing Strategy, Marketing Communications, Business Strategy, Business Analysis, New Business Development, Economics, Econometrics, Econometric Modeling, Finance, Event Management, Event Planning, Events, Strategy, Brand Development, Leadership, Management, Sponsorship, Fundraising, Social Media Marketing, Sales, Sports Marketing, Market Research, Digital Media, Start-ups, Social Networking, Email Marketing, Research, Digital Strategy, SEO Audits
Education
University of California, Riverside 2008 — 2010
Bachelor of Arts (B.A.), Economics
Aaron Maloney Aaron Maloney's Balboa Capital Experience February 2008 - November 2008
Job Sales Representative at Tim Maloney Sales
Industry Marketing and Advertising
Experience
Tim Maloney Sales August 2009 - Present
Balboa Capital February 2008 - November 2008
Balboa Capital 2008 - 2008
Harbor View Inn 2004 - 2007
Harbor View Inn 2004 - 2007
Skills
Sporting Goods, Sports, Apparel, Sales Management, Account Management, Customer Service, Lead Generation, Sales, Marketing, Event Planning, Retail, Marketing Strategy, Sales Operations, Direct Sales, Social Media Marketing, Advertising, Social Media, Social Networking, Trade Shows, Sales Process, Selling, Cold Calling, Salesforce.com, Public Relations, Facebook, New Business Development, Sales Presentations, Strategic Partnerships, Marketing Communications, CRM, Event Management, Market Research, Email Marketing, Online Marketing, Online Advertising, Brand Development, Business Development, Leadership, B2B, Digital Marketing
Education
University of California, Santa Barbara 2005 — 2007
B.A., Sociology
Universidad de Granada 2006 — 2006
Life Studies, Spanish Language and Culture
Tim Maloney Sales August 2009 - Present
Balboa Capital February 2008 - November 2008
Balboa Capital 2008 - 2008
Harbor View Inn 2004 - 2007
Harbor View Inn 2004 - 2007
Skills
Sporting Goods, Sports, Apparel, Sales Management, Account Management, Customer Service, Lead Generation, Sales, Marketing, Event Planning, Retail, Marketing Strategy, Sales Operations, Direct Sales, Social Media Marketing, Advertising, Social Media, Social Networking, Trade Shows, Sales Process, Selling, Cold Calling, Salesforce.com, Public Relations, Facebook, New Business Development, Sales Presentations, Strategic Partnerships, Marketing Communications, CRM, Event Management, Market Research, Email Marketing, Online Marketing, Online Advertising, Brand Development, Business Development, Leadership, B2B, Digital Marketing
Education
University of California, Santa Barbara 2005 — 2007
B.A., Sociology
Universidad de Granada 2006 — 2006
Life Studies, Spanish Language and Culture
Joshua Parrish Joshua Parrish's Balboa Capital Experience April 2013 - Present
Job Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital April 2013 - Present
Central Payment October 2012 - April 2013
S&J Painting Svc September 2011 - October 2012
Reply.com January 2010 - July 2011
Weedman January 2006 - July 2009
Skills
Sales, Business Development, Marketing
Education
Lord Fairfax Community College 2006 — 2008
Associate of Arts (AA), Political Science and Government
Balboa Capital April 2013 - Present
Central Payment October 2012 - April 2013
S&J Painting Svc September 2011 - October 2012
Reply.com January 2010 - July 2011
Weedman January 2006 - July 2009
Skills
Sales, Business Development, Marketing
Education
Lord Fairfax Community College 2006 — 2008
Associate of Arts (AA), Political Science and Government
Peter Maravelias Peter Maravelias's Balboa Capital Experience February 2011 - August 2011
Job
Industry Education Management
Experience
Balboa Capital February 2011 - August 2011
Education
San Jose State University 2012 — 2014
Master's degree, History
University of California, Davis 2006 — 2010
Bachelor's degree, History, Political Science
Moreau Catholic
Moreau Catholic
Balboa Capital February 2011 - August 2011
Education
San Jose State University 2012 — 2014
Master's degree, History
University of California, Davis 2006 — 2010
Bachelor's degree, History, Political Science
Moreau Catholic
Moreau Catholic
Brendan Gibbs's Balboa Capital Experience May 2014 - Present
Job Account Executive at Balboa Capital
Industry Marketing and Advertising
Experience
Balboa Capital May 2014 - Present
GNC January 2012 - April 2014
Sideboard Cafe February 2009 - June 2011
Skills
Marketing Strategy, Microsoft Office, Entrepreneurship, Consumer Behaviour, Small Business..., Adobe Creative Suite, Customer Engagement, Market Research, Sales, Management, Customer Service, Leadership, Social Media Marketing
Education
University of San Diego 2011 — 2013
Bachelor's degree, Marketing, 3.5
Balboa Capital May 2014 - Present
GNC January 2012 - April 2014
Sideboard Cafe February 2009 - June 2011
Skills
Marketing Strategy, Microsoft Office, Entrepreneurship, Consumer Behaviour, Small Business..., Adobe Creative Suite, Customer Engagement, Market Research, Sales, Management, Customer Service, Leadership, Social Media Marketing
Education
University of San Diego 2011 — 2013
Bachelor's degree, Marketing, 3.5
John Powis's Balboa Capital Experience September 2005 - June 2009
Job Account Executive at Williams Scotsman
Industry Construction
Experience
Williams Scotsman February 2015 - Present
Mobile Modular February 2012 - February 2015
ADP June 2009 - February 2012
Balboa Capital September 2005 - June 2009
Skills
Sales, Territory Management, New Business Development, Commercial Leasing, Lease Financing, CRM, Marketing, Project Management, Account Management, Construction, Business Development, Cold Calling, Sales Management, Microsoft Excel, Customer Service
Education
University of California, Riverside 1999 — 2004
Bachelor of Science, Sociology/Administrative Studies, Concentration in Marketing
Williams Scotsman February 2015 - Present
Mobile Modular February 2012 - February 2015
ADP June 2009 - February 2012
Balboa Capital September 2005 - June 2009
Skills
Sales, Territory Management, New Business Development, Commercial Leasing, Lease Financing, CRM, Marketing, Project Management, Account Management, Construction, Business Development, Cold Calling, Sales Management, Microsoft Excel, Customer Service
Education
University of California, Riverside 1999 — 2004
Bachelor of Science, Sociology/Administrative Studies, Concentration in Marketing
Robert Cunnie Robert Cunnie's Balboa Capital Experience November 2013 - June 2014
Job Nimble Storage
Industry Computer Hardware
Experience
Nimble Storage October 2014 - Present
Balboa Capital November 2013 - June 2014
University of Oregon September 2009 - June 2013
Skills
Public Speaking, Sales, Critical Thinking, Higher Education, Microsoft Office, Customer Service, Time Management, PowerPoint, Storage Solutions, New Business Development, Salesforce.com, Marketo, Inside Sales
Education
University of Oregon 2009 — 2013
Bachelor's degree, Economics
Nimble Storage October 2014 - Present
Balboa Capital November 2013 - June 2014
University of Oregon September 2009 - June 2013
Skills
Public Speaking, Sales, Critical Thinking, Higher Education, Microsoft Office, Customer Service, Time Management, PowerPoint, Storage Solutions, New Business Development, Salesforce.com, Marketo, Inside Sales
Education
University of Oregon 2009 — 2013
Bachelor's degree, Economics
harold powell harold powell's Balboa Capital Experience March 2015 - Present
Job Equipment Leasing
Industry Financial Services
Experience
Balboa Capital March 2015 - Present
Alphacomm Group April 2013 - Present
Cummins Power Generation 2010 - 2012
Reed Construction Data March 2000 - May 2002
All Trades Staffing Services LC September 1996 - February 2000
US Navy November 1992 - November 1995
Skills
Engineering, Six Sigma, Telecommunications, Distributors, Culinary Management, Software Project..., Warranty, Claims Handling, Training and..., Sales, Sales Operations, Customer Service, Logistics, Management, Marketing
Education
Le Cordon Bleu College of Culinary Arts-Atlanta 2012 — 2013
Associate's degree, Culinary Arts/Chef Training, 3.85
Norfolk State University 1992 — 1995
Associate's degree, Behavioral Sciences
Balboa Capital March 2015 - Present
Alphacomm Group April 2013 - Present
Cummins Power Generation 2010 - 2012
Reed Construction Data March 2000 - May 2002
All Trades Staffing Services LC September 1996 - February 2000
US Navy November 1992 - November 1995
Skills
Engineering, Six Sigma, Telecommunications, Distributors, Culinary Management, Software Project..., Warranty, Claims Handling, Training and..., Sales, Sales Operations, Customer Service, Logistics, Management, Marketing
Education
Le Cordon Bleu College of Culinary Arts-Atlanta 2012 — 2013
Associate's degree, Culinary Arts/Chef Training, 3.85
Norfolk State University 1992 — 1995
Associate's degree, Behavioral Sciences
Michael Truong's Balboa Capital Experience April 2014 - August 2014
Job Sales Executive at Zillow Group
Industry Real Estate
Experience
Zillow Group August 2015 - Present
Zillow August 2014 - August 2015
Balboa Capital April 2014 - August 2014
Loan Depot 2012 - 2013
Gary Miller for United States Congress July 2012 - September 2012
International Dyslexia Association - Ontario Branch (ONBIDA) July 2012 - September 2012
HSBC July 2010 - September 2010
Skills
Customer Service, Sales, Social Media Marketing, Microsoft Excel, Research, Leadership, Microsoft Office, Microsoft Word, Vietnamese, Customer Satisfaction
Education
University of California, Riverside 2007 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studes; Business Administration & Economics
Army and Navy Academy 2005 — 2007
High school Diploma
Zillow Group August 2015 - Present
Zillow August 2014 - August 2015
Balboa Capital April 2014 - August 2014
Loan Depot 2012 - 2013
Gary Miller for United States Congress July 2012 - September 2012
International Dyslexia Association - Ontario Branch (ONBIDA) July 2012 - September 2012
HSBC July 2010 - September 2010
Skills
Customer Service, Sales, Social Media Marketing, Microsoft Excel, Research, Leadership, Microsoft Office, Microsoft Word, Vietnamese, Customer Satisfaction
Education
University of California, Riverside 2007 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studes; Business Administration & Economics
Army and Navy Academy 2005 — 2007
High school Diploma
Bob Skibinski Bob Skibinski's Balboa Capital Experience January 1991 - January 1992
Job President & CEO at Bookie Development, Inc.
Industry Financial Services
Experience
Bookie Development, Inc. September 2005 - Present
Taycor Financial November 1997 - Present
Media Capital Associates January 1995 - November 1997
Charter Equipment Leasing January 1992 - December 1994
Balboa Capital January 1991 - January 1992
Marriot Hotels & Resorts September 1989 - December 1990
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Bachelor's, Hotel Management
Bookie Development, Inc. September 2005 - Present
Taycor Financial November 1997 - Present
Media Capital Associates January 1995 - November 1997
Charter Equipment Leasing January 1992 - December 1994
Balboa Capital January 1991 - January 1992
Marriot Hotels & Resorts September 1989 - December 1990
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Bachelor's, Hotel Management
Jim Motley's Balboa Capital Experience February 2014 - December 2014
Job Vice President Credit & Syndications at First National Capital Corporation
Industry Financial Services
Experience
First National Capital Corporation December 2014 - Present
Balboa Capital February 2014 - December 2014
First National Capital Corporation August 2011 - February 2014
Wells Fargo Equipment Finance February 2007 - October 2011
CalFirst National Bancorp August 2004 - February 2007
Skills
Financial Analysis, Accounting, Project Management, Team Building, Management, Investments, Analysis, Risk Management, Teamwork, Credit, Financial Reporting, Team Leadership, Business Analysis, Portfolio Management, Financial Risk, Corporate Finance, Credit Analysis, Finance, Financial Modeling, Commercial Lending, Loans
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Stanford University
Certificate, Graduate School of Credit and Finance
First National Capital Corporation December 2014 - Present
Balboa Capital February 2014 - December 2014
First National Capital Corporation August 2011 - February 2014
Wells Fargo Equipment Finance February 2007 - October 2011
CalFirst National Bancorp August 2004 - February 2007
Skills
Financial Analysis, Accounting, Project Management, Team Building, Management, Investments, Analysis, Risk Management, Teamwork, Credit, Financial Reporting, Team Leadership, Business Analysis, Portfolio Management, Financial Risk, Corporate Finance, Credit Analysis, Finance, Financial Modeling, Commercial Lending, Loans
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Stanford University
Certificate, Graduate School of Credit and Finance
Curtis Magnuszewski Curtis Magnuszewski's Balboa Capital Experience 2006 - 2007
Job Business Development Manager vCloud Air Network Program at VMware
Industry Information Technology and Services
Experience
VMware October 2014 - Present
Ingram Micro July 2012 - October 2014
Ingram Micro July 2011 - July 2012
Ingram Micro October 2007 - June 2011
Balboa Capital 2006 - 2007
Skills
Cloud Computing, Managed Services, VMware, Salesforce.com, Account Management, Business Development, VMware Service Provider..., Microsoft Service..., VMware Sales..., Program Management, Channel Partners, Cold Calling, Management, Networking, SaaS, Sales, Sales Management, Selling, Solution Selling, Strategy, Training, Virtualization
Education
University at Buffalo 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
State University of New York College at Buffalo 2002 — 2003
Business Administration and Management, General
Sweet Home
VMware October 2014 - Present
Ingram Micro July 2012 - October 2014
Ingram Micro July 2011 - July 2012
Ingram Micro October 2007 - June 2011
Balboa Capital 2006 - 2007
Skills
Cloud Computing, Managed Services, VMware, Salesforce.com, Account Management, Business Development, VMware Service Provider..., Microsoft Service..., VMware Sales..., Program Management, Channel Partners, Cold Calling, Management, Networking, SaaS, Sales, Sales Management, Selling, Solution Selling, Strategy, Training, Virtualization
Education
University at Buffalo 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
State University of New York College at Buffalo 2002 — 2003
Business Administration and Management, General
Sweet Home
Lisa Vaporis's Balboa Capital Experience December 2007 - April 2010
Job at Staples North American Contract
Industry Staffing and Recruiting
Experience
Staples April 2010 - Present
Balboa Capital December 2007 - April 2010
Staples August 2007 - December 2007
ADP-Automatic Data Processing February 2006 - August 2007
Ameriquest Mortgage February 2005 - February 2006
Abigail Abbott Staffing Services June 2000 - January 2005
Skills
Cold Calling, Sourcing, Training, Networking, Online Research, Event Planning, Spanish, Outside Sales, OFCCP, Office Equipment, Applicant Tracking..., Technical Recruiting, College Recruiting, Internet Recruiting, Talent Acquisition, Interviews, Recruiting, Talent Management, Resume Writing, Sales, CRM, Screening, Management, New Hire Orientations, Staffing Services, Temporary Placement, Temporary Staffing, Consulting, SDLC, Marketing, Taleo, Benefits Negotiation, Onboarding, Contract Negotiation, Contract Recruitment, Sales Operations, Job Fairs, Time Management, Hiring, Human Resources, Executive Search, Business Networking, Coaching, Screening Resumes, Resume, Corporate Recruiting, Employer Branding, Behavioral Interviewing, Workforce Planning, Search
Education
Irvine Valley College
Business, Spanish
Staples April 2010 - Present
Balboa Capital December 2007 - April 2010
Staples August 2007 - December 2007
ADP-Automatic Data Processing February 2006 - August 2007
Ameriquest Mortgage February 2005 - February 2006
Abigail Abbott Staffing Services June 2000 - January 2005
Skills
Cold Calling, Sourcing, Training, Networking, Online Research, Event Planning, Spanish, Outside Sales, OFCCP, Office Equipment, Applicant Tracking..., Technical Recruiting, College Recruiting, Internet Recruiting, Talent Acquisition, Interviews, Recruiting, Talent Management, Resume Writing, Sales, CRM, Screening, Management, New Hire Orientations, Staffing Services, Temporary Placement, Temporary Staffing, Consulting, SDLC, Marketing, Taleo, Benefits Negotiation, Onboarding, Contract Negotiation, Contract Recruitment, Sales Operations, Job Fairs, Time Management, Hiring, Human Resources, Executive Search, Business Networking, Coaching, Screening Resumes, Resume, Corporate Recruiting, Employer Branding, Behavioral Interviewing, Workforce Planning, Search
Education
Irvine Valley College
Business, Spanish
Buck Evans Buck Evans's Balboa Capital Experience July 2013 - April 2014
Job Sales Support Specialist at Elsevier
Industry Real Estate
Experience
Elsevier January 2015 - Present
Regal Wine Company May 2014 - November 2014
Balboa Capital July 2013 - April 2014
Faris Lee Investments October 2012 - June 2013
Newport Beach Vineyards & Winery October 2012 - May 2013
Pacific Advisors July 2012 - October 2012
Fenton & Grant May 2011 - March 2012
C’est Si Bon Bakery January 2007 - January 2012
Flemings Prime Steakhouse & Winebar January 2006 - January 2007
Balboa Island Ferry January 2004 - January 2007
Skills
Event Management, Marketing, Strategic Planning, Customer Service, Wine, Social Media, Public Relations, Sales, Budgets, Microsoft Office, Finance, Negotiation, Management, Social Media Marketing, Investments, Retail, Event Planning, Microsoft Excel
Education
UCSC 2009 — 2011
History
Orange Coast College 2008 — 2009
Political Science
San Diego State University-California State University 2006 — 2008
Political Science
Newport Harbor High School 2002 — 2006
Elsevier January 2015 - Present
Regal Wine Company May 2014 - November 2014
Balboa Capital July 2013 - April 2014
Faris Lee Investments October 2012 - June 2013
Newport Beach Vineyards & Winery October 2012 - May 2013
Pacific Advisors July 2012 - October 2012
Fenton & Grant May 2011 - March 2012
C’est Si Bon Bakery January 2007 - January 2012
Flemings Prime Steakhouse & Winebar January 2006 - January 2007
Balboa Island Ferry January 2004 - January 2007
Skills
Event Management, Marketing, Strategic Planning, Customer Service, Wine, Social Media, Public Relations, Sales, Budgets, Microsoft Office, Finance, Negotiation, Management, Social Media Marketing, Investments, Retail, Event Planning, Microsoft Excel
Education
UCSC 2009 — 2011
History
Orange Coast College 2008 — 2009
Political Science
San Diego State University-California State University 2006 — 2008
Political Science
Newport Harbor High School 2002 — 2006
Matt Mallon's Balboa Capital Experience November 2011 - January 2014
Job District Manager at Osborn Sales Solutions
Industry Telecommunications
Experience
Osborn Sales Solutions January 2014 - Present
Balboa Capital November 2011 - January 2014
Whitespring Real Estate Group July 2011 - September 2011
UC Santa Barbara August 2009 - June 2011
Skills
Finance, Sales, Customer Service, Loans, Account Management, Financial Analysis, Outlook, Direct Sales, Microsoft Excel, Sales Management, Strategic Planning, PowerPoint, New Business Development, Leadership, Marketing, Team Building, Business Development, Time Management, Social Networking, Cold Calling, Management, Salesforce.com, Social Media Marketing, Market Research, Lead Generation, Sales Process, Sales Operations, Social Media, Customer Satisfaction, Training, Customer Retention, Team Leadership
Education
University of California, Santa Barbara 2009 — 2011
Bachelor's degree, Economics
Irvine Valley College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Osborn Sales Solutions January 2014 - Present
Balboa Capital November 2011 - January 2014
Whitespring Real Estate Group July 2011 - September 2011
UC Santa Barbara August 2009 - June 2011
Skills
Finance, Sales, Customer Service, Loans, Account Management, Financial Analysis, Outlook, Direct Sales, Microsoft Excel, Sales Management, Strategic Planning, PowerPoint, New Business Development, Leadership, Marketing, Team Building, Business Development, Time Management, Social Networking, Cold Calling, Management, Salesforce.com, Social Media Marketing, Market Research, Lead Generation, Sales Process, Sales Operations, Social Media, Customer Satisfaction, Training, Customer Retention, Team Leadership
Education
University of California, Santa Barbara 2009 — 2011
Bachelor's degree, Economics
Irvine Valley College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Elliot Mendiola Elliot Mendiola's Balboa Capital Experience August 2011 - February 2012
Job Private C++/Java Tutor
Industry Computer Software
Experience
Self employed January 2012 - Present
29' Prime December 2012 - June 2013
Premium Credit Bureau August 2012 - October 2012
State Farm Insurance May 2012 - August 2012
Balboa Capital August 2011 - February 2012
Skills
Financial Analysis, Computer Proficiency, Computer Programming, Mathematics, Graphic Design, Animation, C++, Adobe Creative Suite, Blender, Microsoft Visual Studio..., Microsoft Office, Microsoft Excel, SEO, PowerPoint
Education
Orange Coast College 2011 — 2015
Trabuco Hills High School 2006 — 2010
Self employed January 2012 - Present
29' Prime December 2012 - June 2013
Premium Credit Bureau August 2012 - October 2012
State Farm Insurance May 2012 - August 2012
Balboa Capital August 2011 - February 2012
Skills
Financial Analysis, Computer Proficiency, Computer Programming, Mathematics, Graphic Design, Animation, C++, Adobe Creative Suite, Blender, Microsoft Visual Studio..., Microsoft Office, Microsoft Excel, SEO, PowerPoint
Education
Orange Coast College 2011 — 2015
Trabuco Hills High School 2006 — 2010
Rita Richeson Rita Richeson's Balboa Capital Experience 1994 - 2004
Job Funding Manager, Go Capital
Industry Financial Services
Experience
Lending Processors, LLC January 2004 - June 2014
Balboa Capital 1994 - 2004
Skills
Commercial Lending, Commercial Leasing, Document Drafting, Funding, Vehicle Leasing, Application Processing, Credit Analysis, Mortgage Lending, Structured Finance, Financial Services, Risk Management, Commercial Banking, Portfolio Management, Credit, Credit Risk, Commercial Finance, Real Estate Financing, Small Business Lending, Factoring, Underwriting, Business Development, Lines Of Credit, Corporate Finance, Executive Management, Banking, Leases, Training, Sales Management, Loans, Asset Based Lending, Capital, Investments, Cold Calling, Financial Structuring, Time Management, Lead Generation, Finance, Commercial Mortgages, New Business Development, Direct Sales, Syndications, Sales, Financial Analysis
Education
Sierra College
Business
Lending Processors, LLC January 2004 - June 2014
Balboa Capital 1994 - 2004
Skills
Commercial Lending, Commercial Leasing, Document Drafting, Funding, Vehicle Leasing, Application Processing, Credit Analysis, Mortgage Lending, Structured Finance, Financial Services, Risk Management, Commercial Banking, Portfolio Management, Credit, Credit Risk, Commercial Finance, Real Estate Financing, Small Business Lending, Factoring, Underwriting, Business Development, Lines Of Credit, Corporate Finance, Executive Management, Banking, Leases, Training, Sales Management, Loans, Asset Based Lending, Capital, Investments, Cold Calling, Financial Structuring, Time Management, Lead Generation, Finance, Commercial Mortgages, New Business Development, Direct Sales, Syndications, Sales, Financial Analysis
Education
Sierra College
Business
Vanessa Cerda Vanessa Cerda's Balboa Capital Experience July 2015 - Present
Job BI Developer at Greenlight Loans
Industry Information Technology and Services
Experience
Balboa Capital July 2015 - Present
Greenlight Loans August 2013 - July 2015
Decore-ative Specialties November 2012 - July 2013
Alorica Inc. December 2010 - November 2012
Decore-ative Specialties July 2006 - October 2010
Newco Distributors February 2006 - July 2006
Skills
IT Management, Project Management, Microsoft SQL Server, Software Documentation, Business Analysis, Business Intelligence, Strategic Planning, Team Leadership, Databases, MS Project, Process Improvement, SDLC, SQL, Vendor Management
Education
Tecnológico de Monterrey 2000 — 2005
BS, Computer Systems
La Salle
High School
Balboa Capital July 2015 - Present
Greenlight Loans August 2013 - July 2015
Decore-ative Specialties November 2012 - July 2013
Alorica Inc. December 2010 - November 2012
Decore-ative Specialties July 2006 - October 2010
Newco Distributors February 2006 - July 2006
Skills
IT Management, Project Management, Microsoft SQL Server, Software Documentation, Business Analysis, Business Intelligence, Strategic Planning, Team Leadership, Databases, MS Project, Process Improvement, SDLC, SQL, Vendor Management
Education
Tecnológico de Monterrey 2000 — 2005
BS, Computer Systems
La Salle
High School
Bradley Dixon Bradley Dixon's Balboa Capital Experience November 2013 - January 2014
Job Balboa Capital
Industry Automotive
Experience
Balboa Capital November 2013 - January 2014
Essential Care February 2012 - November 2013
Saddleback Church January 2013 - August 2013
Enterprise Rent-A-Car May 2010 - December 2011
Ambulance May 2011 - August 2011
Skills
Microsoft Office, Mac OS X, Visual Web Developer, Enterprise 2.0, Team Management, Managing Volunteers, Social Media, Conflict Resolution, Basic Accounting, Decision Analysis, Powerpoint Presentation..., Logic Pro, Enterprise 1.0, Cost Accounting, Technical Data Analysis, Accounting, Volunteer Management, OS X, Management, Business Development, Marketing, Sales, Customer Service, Social Networking, Microsoft Excel, Leadership, Account Management, PowerPoint, Event Planning, Strategic Planning
Education
Santa Ana College 2011 — 2013
Fire science, Fire Technology
University of Arizona 2006 — 2010
Bachelor of Science: Business Administration, Management
Balboa Capital November 2013 - January 2014
Essential Care February 2012 - November 2013
Saddleback Church January 2013 - August 2013
Enterprise Rent-A-Car May 2010 - December 2011
Ambulance May 2011 - August 2011
Skills
Microsoft Office, Mac OS X, Visual Web Developer, Enterprise 2.0, Team Management, Managing Volunteers, Social Media, Conflict Resolution, Basic Accounting, Decision Analysis, Powerpoint Presentation..., Logic Pro, Enterprise 1.0, Cost Accounting, Technical Data Analysis, Accounting, Volunteer Management, OS X, Management, Business Development, Marketing, Sales, Customer Service, Social Networking, Microsoft Excel, Leadership, Account Management, PowerPoint, Event Planning, Strategic Planning
Education
Santa Ana College 2011 — 2013
Fire science, Fire Technology
University of Arizona 2006 — 2010
Bachelor of Science: Business Administration, Management
Rayner Tondatuan Rayner Tondatuan's Balboa Capital Experience October 2011 - November 2013
Job SEM Analyst at Transamerica
Industry Internet
Experience
Transamerica September 2015 - Present
Savings.com - A Cox Target Media Company December 2013 - September 2015
Balboa Capital October 2011 - November 2013
FirstString February 2011 - September 2011
UC Irvine The Paul Merage School of Business May 2010 - May 2011
Skills
Google Analytics, Google Adwords, SEM, Microsoft Excel, WordPress, Lead Generation, SEO, A/B testing, Content Marketing, PPC, MSN AdCenter, Mobile Search, Affiliate Marketing, Digital Strategy, Saleslogix
Education
University of California, Irvine 2008 — 2012
Business Economics; Management
Saint Mary's College High School 2004 — 2008
Transamerica September 2015 - Present
Savings.com - A Cox Target Media Company December 2013 - September 2015
Balboa Capital October 2011 - November 2013
FirstString February 2011 - September 2011
UC Irvine The Paul Merage School of Business May 2010 - May 2011
Skills
Google Analytics, Google Adwords, SEM, Microsoft Excel, WordPress, Lead Generation, SEO, A/B testing, Content Marketing, PPC, MSN AdCenter, Mobile Search, Affiliate Marketing, Digital Strategy, Saleslogix
Education
University of California, Irvine 2008 — 2012
Business Economics; Management
Saint Mary's College High School 2004 — 2008
Paul Knapp Paul Knapp's Balboa Capital Experience September 2014 - Present
Job Director of Business Development at Balboa Capital
Industry Financial Services
Experience
Balboa Capital September 2014 - Present
Balboa Capital October 2011 - September 2014
Enterprise Rent-A-Car April 2011 - October 2011
Angels Baseball November 2010 - April 2011
Skills
Recruiting, Sourcing, Cold Calling, Sales, Account Management, Networking, Business Development, College Recruiting, Social Media
Education
University of Missouri-Saint Louis 2007 — 2010
Bachelor of Science, Media Studies
Rolla High
Balboa Capital September 2014 - Present
Balboa Capital October 2011 - September 2014
Enterprise Rent-A-Car April 2011 - October 2011
Angels Baseball November 2010 - April 2011
Skills
Recruiting, Sourcing, Cold Calling, Sales, Account Management, Networking, Business Development, College Recruiting, Social Media
Education
University of Missouri-Saint Louis 2007 — 2010
Bachelor of Science, Media Studies
Rolla High
Joshua Turney's Balboa Capital Experience
Job Account Executive at Balboa Capital
Industry Financial Services
Experience
Balboa Capital
Skills
Sales, Customer Service, Cold Calling, Credit
Education
University of Central Florida 2013 — 2014
Business
Florida State College at Jacksonville
Balboa Capital
Skills
Sales, Customer Service, Cold Calling, Credit
Education
University of Central Florida 2013 — 2014
Business
Florida State College at Jacksonville
Brett Wodiske's Balboa Capital Experience August 2008 - January 2012
Job Sales Manager at California First National Bank
Industry Financial Services
Experience
California First National Bank April 2013 - Present
First National Capital January 2012 - April 2013
Balboa Capital August 2008 - January 2012
Skills
Solution Selling, Credit, New Business Development, Finance, Commercial Finance, Asset Based Lending, Commercial Lending, Credit Analysis, Direct Sales, Banking, Portfolio Management, Loans, Account Management, Sales Management, Leadership, Relationship Management, Negotiation, Sales, Financial Analysis, Strategy, Business Development, CRM, Business Strategy, Executive Management, Risk Management, Sales Process, Selling, Sales Operations
Education
University of San Diego
Business Administration, Finance, Management, Accounting
California First National Bank April 2013 - Present
First National Capital January 2012 - April 2013
Balboa Capital August 2008 - January 2012
Skills
Solution Selling, Credit, New Business Development, Finance, Commercial Finance, Asset Based Lending, Commercial Lending, Credit Analysis, Direct Sales, Banking, Portfolio Management, Loans, Account Management, Sales Management, Leadership, Relationship Management, Negotiation, Sales, Financial Analysis, Strategy, Business Development, CRM, Business Strategy, Executive Management, Risk Management, Sales Process, Selling, Sales Operations
Education
University of San Diego
Business Administration, Finance, Management, Accounting
JP Li's Balboa Capital Experience September 2013 - September 2014
Job Marketing Consultant at Zillow
Industry Marketing and Advertising
Experience
Zillow October 2014 - Present
Balboa Capital September 2013 - September 2014
Prospect Mortgage, LLC July 2012 - August 2013
Skills
Sales, Consulting, Mortgage Banking, Loan Origination, Refinance, Mortgage Underwriting, Mortgage Lending, Government Loans, Loans, Investment Properties, Real Estate, Construction Loans, Certified Mortgage..., Reverse Mortgages, First Time Home Buyers, Home Equity Loans, HomePath, Real Estate Financing, Home Equity Lines of..., 203K, Mortgage Marketing, REO, FHA Financing, VA Loans
Education
University of California, Santa Barbara 2007 — 2012
Bachelor's degree, Business/Managerial Economics, Accounting, Asian American Studies
Zillow October 2014 - Present
Balboa Capital September 2013 - September 2014
Prospect Mortgage, LLC July 2012 - August 2013
Skills
Sales, Consulting, Mortgage Banking, Loan Origination, Refinance, Mortgage Underwriting, Mortgage Lending, Government Loans, Loans, Investment Properties, Real Estate, Construction Loans, Certified Mortgage..., Reverse Mortgages, First Time Home Buyers, Home Equity Loans, HomePath, Real Estate Financing, Home Equity Lines of..., 203K, Mortgage Marketing, REO, FHA Financing, VA Loans
Education
University of California, Santa Barbara 2007 — 2012
Bachelor's degree, Business/Managerial Economics, Accounting, Asian American Studies
Peter Kalmbach Peter Kalmbach's Balboa Capital Experience June 2013 - September 2014
Job Business Development Manager at Engs Finance
Industry Financial Services
Experience
Engs Commercial Finance Co. September 2014 - Present
Balboa Capital June 2013 - September 2014
Staples October 2012 - June 2013
University of Oregon June 2012 - September 2012
Skills
Research, Public Speaking, Account Management, Commercial Leasing, Finance, Contact Management, Customer Service, Sales Operations, Data Analysis, Timely Decision Making, Microsoft Office, Higher Education, Sales, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2010 — 2010
Zertifikat Deutsch, Deutsch als Fremdsprache
Engs Commercial Finance Co. September 2014 - Present
Balboa Capital June 2013 - September 2014
Staples October 2012 - June 2013
University of Oregon June 2012 - September 2012
Skills
Research, Public Speaking, Account Management, Commercial Leasing, Finance, Contact Management, Customer Service, Sales Operations, Data Analysis, Timely Decision Making, Microsoft Office, Higher Education, Sales, Leadership
Education
University of Oregon 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Eberhard-Karls-Universität Tübingen / University of Tuebingen 2010 — 2010
Zertifikat Deutsch, Deutsch als Fremdsprache
Blake B. Johnson's Balboa Capital Experience August 1999 - August 2004
Job Chairman & Founder at IMCA Capital, LLC
Industry Financial Services
Experience
IMCA Capital August 2004 - Present
Prime Marketing July 2012 - September 2014
Kava Residuals, LLC June 2009 - June 2014
IM CAPITAL ACCESS July 2010 - November 2013
CapNet Financial Services, Inc. January 2005 - December 2008
Balboa Capital August 1999 - August 2004
Skills
Management Consulting, Marketing, Investments, Leadership, Management, Private Equity, Strategic Partnerships, Social Media, Commercial Finance, Executive Management, New Business Development, Corporate Law, Advertising, Strategic Planning
Education
University of Arizona 1995 — 1999
BA, Marketing and Finance
The Webb Schools 1991 — 1995
IMCA Capital August 2004 - Present
Prime Marketing July 2012 - September 2014
Kava Residuals, LLC June 2009 - June 2014
IM CAPITAL ACCESS July 2010 - November 2013
CapNet Financial Services, Inc. January 2005 - December 2008
Balboa Capital August 1999 - August 2004
Skills
Management Consulting, Marketing, Investments, Leadership, Management, Private Equity, Strategic Partnerships, Social Media, Commercial Finance, Executive Management, New Business Development, Corporate Law, Advertising, Strategic Planning
Education
University of Arizona 1995 — 1999
BA, Marketing and Finance
The Webb Schools 1991 — 1995
Nicholas Tomasulo Nicholas Tomasulo's Balboa Capital Experience September 2002 - December 2004
Job Vice President Private Banking Entertainment at Comerica Bank
Industry Financial Services
Experience
Comerica Bank February 2012 - Present
Morgan Stanley Private Bank, N.A. June 2011 - February 2012
City National Bank August 2005 - August 2011
Balboa Capital September 2002 - December 2004
Skills
Investments, Portfolio Management, Business Development, Credit, Business Strategy, Commercial Banking, New Business Development, Lines Of Credit, Management, Underwriting, Commercial Lending, Private Banking, Leadership, Financial Analysis, Credit Analysis, Banking
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelors, Finance
Comerica Bank February 2012 - Present
Morgan Stanley Private Bank, N.A. June 2011 - February 2012
City National Bank August 2005 - August 2011
Balboa Capital September 2002 - December 2004
Skills
Investments, Portfolio Management, Business Development, Credit, Business Strategy, Commercial Banking, New Business Development, Lines Of Credit, Management, Underwriting, Commercial Lending, Private Banking, Leadership, Financial Analysis, Credit Analysis, Banking
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelors, Finance
Garrett Vasquez Garrett Vasquez's Balboa Capital Experience January 2013 - Present
Job AM Balboa Capital
Industry Marketing and Advertising
Experience
Balboa Capital January 2013 - Present
CyberDefender December 2010 - March 2013
Nextgen June 2010 - December 2010
Greenville College September 2006 - June 2010
T.A.G. Marketing June 2009 - August 2009
ESPN July 2006 - August 2006
Skills
Advertising, Sales, Social Media, Marketing, Social Media Marketing, Microsoft Office, PowerPoint, Direct Sales, Sports, Account Management, Direct Marketing, Online Marketing, Customer Service, Email Marketing, Online Advertising, Social Networking
Education
Greenville College 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Balboa Capital January 2013 - Present
CyberDefender December 2010 - March 2013
Nextgen June 2010 - December 2010
Greenville College September 2006 - June 2010
T.A.G. Marketing June 2009 - August 2009
ESPN July 2006 - August 2006
Skills
Advertising, Sales, Social Media, Marketing, Social Media Marketing, Microsoft Office, PowerPoint, Direct Sales, Sports, Account Management, Direct Marketing, Online Marketing, Customer Service, Email Marketing, Online Advertising, Social Networking
Education
Greenville College 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Erick Agtang Erick Agtang's Balboa Capital Experience January 2007 - April 2007
Job Revenue Officer at Internal Revenue Service
Industry Government Administration
Experience
Internal Revenue Service August 2009 - Present
Internal Revenue Service January 2008 - Present
Comerica Bank January 2008 - May 2009
Balboa Capital January 2007 - April 2007
Skills
Tax Credit Compliance, Retail Banking, Commercial Leasing
Education
University of California, Irvine 2003 — 2006
Bachelor of Arts, Economics
University of Sussex
Internal Revenue Service August 2009 - Present
Internal Revenue Service January 2008 - Present
Comerica Bank January 2008 - May 2009
Balboa Capital January 2007 - April 2007
Skills
Tax Credit Compliance, Retail Banking, Commercial Leasing
Education
University of California, Irvine 2003 — 2006
Bachelor of Arts, Economics
University of Sussex
Andre Olaofe's Balboa Capital Experience July 1996 - July 2006
Job President, Oak Capital
Industry Financial Services
Experience
Oak Capital Group, Inc. September 2009 - Present
CapNet Financial Services July 2006 - September 2009
Balboa Capital July 1996 - July 2006
Skills
Equipment Finance, Small Business Lending, Asset Based Lending, Commercial Lending, Finance, Funding, Sales, Banking, Direct Sales, Commercial Banking, Credit, Entrepreneurship, Management, Financial Analysis, Underwriting, Loans, Credit Analysis, Commercial Finance, Business Development, Credit Risk, Loan Origination, Portfolio Management
Education
London South Bank University 1989 — 1992
Obafemi Awolowo University 1985 — 1989
Oak Capital Group, Inc. September 2009 - Present
CapNet Financial Services July 2006 - September 2009
Balboa Capital July 1996 - July 2006
Skills
Equipment Finance, Small Business Lending, Asset Based Lending, Commercial Lending, Finance, Funding, Sales, Banking, Direct Sales, Commercial Banking, Credit, Entrepreneurship, Management, Financial Analysis, Underwriting, Loans, Credit Analysis, Commercial Finance, Business Development, Credit Risk, Loan Origination, Portfolio Management
Education
London South Bank University 1989 — 1992
Obafemi Awolowo University 1985 — 1989
Eric Mayrack's Balboa Capital Experience June 2002 - June 2003
Job Communication and Negotiation Professional
Industry Public Relations and Communications
Experience
Making Lemonade August 2012 - Present
Sevencard Solutions February 2011 - Present
Progressive Insurance November 2005 - Present
Accor North America April 2010 - December 2010
Fox Sports Net July 2007 - May 2008
First American Real Estate Solutions July 2003 - October 2005
Balboa Capital June 2002 - June 2003
Skills
Conflict, Customer Service, Editing, Media Relations, Corporate Communications, Account Management, PowerPoint, Microsoft Office, Public Speaking, Word, Customer Relations, Public Relations, Team Building, Negotiation, Contract Negotiation, Writing, Social Media, Strategic Planning, Teamwork, Problem Solving, Business Strategy, Team Leadership, Marketing Strategy, Online Marketing, Social Media Marketing, Budgeting, Coaching, Facebook, Social Networking, Analysis, Management, Strategic Communications
Education
Southern Methodist University 2008 — 2010
Master of Arts, Dispute Resolution, Conflict Management, Negotiation, Mediaton
University of Arizona 1998 — 2002
Bachelor of Arts, Journalism, Business Administration
Making Lemonade August 2012 - Present
Sevencard Solutions February 2011 - Present
Progressive Insurance November 2005 - Present
Accor North America April 2010 - December 2010
Fox Sports Net July 2007 - May 2008
First American Real Estate Solutions July 2003 - October 2005
Balboa Capital June 2002 - June 2003
Skills
Conflict, Customer Service, Editing, Media Relations, Corporate Communications, Account Management, PowerPoint, Microsoft Office, Public Speaking, Word, Customer Relations, Public Relations, Team Building, Negotiation, Contract Negotiation, Writing, Social Media, Strategic Planning, Teamwork, Problem Solving, Business Strategy, Team Leadership, Marketing Strategy, Online Marketing, Social Media Marketing, Budgeting, Coaching, Facebook, Social Networking, Analysis, Management, Strategic Communications
Education
Southern Methodist University 2008 — 2010
Master of Arts, Dispute Resolution, Conflict Management, Negotiation, Mediaton
University of Arizona 1998 — 2002
Bachelor of Arts, Journalism, Business Administration
Kurt Diwa Kurt Diwa's Balboa Capital Experience October 2012 - June 2013
Job Accounts Payable II at United Auto Credit Corporation
Industry Accounting
Experience
United Auto Credit Corporation August 2014 - Present
United Auto Credit Corporation September 2013 - July 2014
Balboa Capital October 2012 - June 2013
Subway June 2006 - September 2006
Skills
Microsoft Office, Customer Service, PowerPoint, Blogging, Marketing, Microsoft Excel, Social Networking, Microsoft Word, Sales, Data Entry, Social Media, Event Planning, SPSS, Data Analysis, Public Speaking, Facebook, Teamwork, Outlook, Research, Photoshop, Windows, Adobe Creative Suite, HTML, Eviews, Sales Logix, Time Management, Leadership, Finance, Communication, Community Outreach, Financial Analysis, Accounting, Management, Access, Social Media Marketing, Analysis, Critical Thinking, Microsoft SQL Server, Sage 300 ERP, Nonprofits, Team Building, Writing, Credit, Fundraising, Banking
Education
University of California, Irvine 2008 — 2013
Bachelor's Degree, Economics
University of California, Irvine 2008 — 2013
Bachelor's Degree, Sociology
Mira Mesa High School 2004 — 2008
High School Diploma
United Auto Credit Corporation August 2014 - Present
United Auto Credit Corporation September 2013 - July 2014
Balboa Capital October 2012 - June 2013
Subway June 2006 - September 2006
Skills
Microsoft Office, Customer Service, PowerPoint, Blogging, Marketing, Microsoft Excel, Social Networking, Microsoft Word, Sales, Data Entry, Social Media, Event Planning, SPSS, Data Analysis, Public Speaking, Facebook, Teamwork, Outlook, Research, Photoshop, Windows, Adobe Creative Suite, HTML, Eviews, Sales Logix, Time Management, Leadership, Finance, Communication, Community Outreach, Financial Analysis, Accounting, Management, Access, Social Media Marketing, Analysis, Critical Thinking, Microsoft SQL Server, Sage 300 ERP, Nonprofits, Team Building, Writing, Credit, Fundraising, Banking
Education
University of California, Irvine 2008 — 2013
Bachelor's Degree, Economics
University of California, Irvine 2008 — 2013
Bachelor's Degree, Sociology
Mira Mesa High School 2004 — 2008
High School Diploma
Bennett Quevedo's Balboa Capital Experience 2013 - June 2013
Job Education Specialist at James Monroe HIgh School
Industry Education Management
Experience
James Monroe HIgh School April 2014 - Present
Los Angeles Unified School District September 2013 - April 2014
Child Development Inc. June 2013 - August 2013
Balboa Capital 2013 - June 2013
Nordstrom 2012 - 2013
Skills
Credit Analysis, Critical Thinking, Corporate Finance, Customer Service, Direct Sales, Data Entry, Financial Analysis, Finance, Leadership, Lead Generation, Microsoft Excel, Negotiation, Strategic Financial..., Sales
Education
Los Angeles Unified School District 2013 — 2014
Education Specialist Preliminary Credential, Math, English, Social Science, K-12
University of California, Irvine 2008 — 2012
Bachelor's of Arts, Sociology
James Monroe HIgh School April 2014 - Present
Los Angeles Unified School District September 2013 - April 2014
Child Development Inc. June 2013 - August 2013
Balboa Capital 2013 - June 2013
Nordstrom 2012 - 2013
Skills
Credit Analysis, Critical Thinking, Corporate Finance, Customer Service, Direct Sales, Data Entry, Financial Analysis, Finance, Leadership, Lead Generation, Microsoft Excel, Negotiation, Strategic Financial..., Sales
Education
Los Angeles Unified School District 2013 — 2014
Education Specialist Preliminary Credential, Math, English, Social Science, K-12
University of California, Irvine 2008 — 2012
Bachelor's of Arts, Sociology
Joshua Hylleberg Joshua Hylleberg's Balboa Capital Experience March 2013 - Present
Job Account Executive at Balboa Capital
Industry Research
Experience
Balboa Capital March 2013 - Present
Fladeboe Automotive December 2011 - March 2013
Merced Community College June 2009 - June 2010
BMC West June 2006 - June 2008
Skills
Science, Biochemistry, Statistics, Data Analysis, Chemistry, Organic Chemistry, Long-term Customer..., Finance, Pharmacueticals, Sales
Education
University of California, Davis 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Chemistry
Merced College 2006 — 2009
Balboa Capital March 2013 - Present
Fladeboe Automotive December 2011 - March 2013
Merced Community College June 2009 - June 2010
BMC West June 2006 - June 2008
Skills
Science, Biochemistry, Statistics, Data Analysis, Chemistry, Organic Chemistry, Long-term Customer..., Finance, Pharmacueticals, Sales
Education
University of California, Davis 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Chemistry
Merced College 2006 — 2009
Shaun McGuinness Shaun McGuinness's Balboa Capital Experience 1999 - 2006
Job Vice President Commercial Loan Officer at Union Bank
Industry Banking
Experience
Union Bank 2012 - Present
Wells Fargo Bank 2006 - 2012
Balboa Capital 1999 - 2006
Skills
Small Business Lending, Credit, Lines Of Credit, Working Capital..., Underwriting, Credit Analysis, Commercial Banking, Banking, Commercial Lending, Business Development, Finance, Loan Origination, Loans, Refinance, SBA, Sales
Education
University of California, Irvine
Bachelor of Arts, History
Union Bank 2012 - Present
Wells Fargo Bank 2006 - 2012
Balboa Capital 1999 - 2006
Skills
Small Business Lending, Credit, Lines Of Credit, Working Capital..., Underwriting, Credit Analysis, Commercial Banking, Banking, Commercial Lending, Business Development, Finance, Loan Origination, Loans, Refinance, SBA, Sales
Education
University of California, Irvine
Bachelor of Arts, History
Kenny Segin Kenny Segin's Balboa Capital Experience June 2005 - June 2012
Job Assistant Vice President Client Manager at US Bank
Industry Banking
Experience
U.S. Bank April 2014 - Present
U.S. Bank July 2012 - March 2014
Balboa Capital June 2005 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, C++, Business Development, Sales, Commercial Lending, Small Business Lending, Banking
Education
Iowa State University 2000 — 2005
Bachelor of Science (BS), Finance & Management
U.S. Bank April 2014 - Present
U.S. Bank July 2012 - March 2014
Balboa Capital June 2005 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, C++, Business Development, Sales, Commercial Lending, Small Business Lending, Banking
Education
Iowa State University 2000 — 2005
Bachelor of Science (BS), Finance & Management
Eric S. Dole Eric S. Dole's Balboa Capital Experience April 2008 - February 2011
Job Vice President at California United Bank
Industry Financial Services
Experience
California United Bank February 2011 - Present
1st Enterprise Bank merged with California United Bank February 2011 - December 2014
Balboa Capital April 2008 - February 2011
Skills
Cash Management, Credit, Small Business Lending, Banking, Lines Of Credit, Real Estate Financing, Loan Origination, Construction Loans, Refinance, Corporate Finance, Loans, Commercial Mortgages, Financial Analysis, Real Estate, Finance, Asset Based Lending, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Financial Services, Portfolio Management, Sales, Commercial Real Estate, Relationship Management
Education
San Diego State University-California State University 2004 — 2007
BS, Business
El Modena High 1998 — 2002
California United Bank February 2011 - Present
1st Enterprise Bank merged with California United Bank February 2011 - December 2014
Balboa Capital April 2008 - February 2011
Skills
Cash Management, Credit, Small Business Lending, Banking, Lines Of Credit, Real Estate Financing, Loan Origination, Construction Loans, Refinance, Corporate Finance, Loans, Commercial Mortgages, Financial Analysis, Real Estate, Finance, Asset Based Lending, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Financial Services, Portfolio Management, Sales, Commercial Real Estate, Relationship Management
Education
San Diego State University-California State University 2004 — 2007
BS, Business
El Modena High 1998 — 2002
Fred Branin - Digital Strategist's Balboa Capital Experience 1996 - 1997
Job ROI Expert SEO PPC SEM Content Marketing
Industry Internet
Experience
National SEO Experts July 2014 - Present
Integra April 2013 - April 2014
Crexendo Business Solutions April 2012 - April 2013
Textlinkbrokers.com April 2011 - April 2012
Marketing and Sales Consultant Google Adwords 2010 - May 2011
First In Search 2009 - 2009
XO Communications, Tempe, Arizona 2000 - 2003
Tom Hopkins International, Results Seminars, Scottsdale, Arizona 1997 - 1998
Balboa Capital 1996 - 1997
Skills
SEO, PPC, Link Building, Google Adwords, Organic Search, SEM, Web Analytics, Keyword Research, Social Media Marketing, Online Marketing, Analytics, SMO, Google Analytics, Social Networking, Online Advertising, Social Media, Marketing Strategy, E-commerce, Digital Media, Digital Strategy, Digital Marketing, Online Reputation..., Market Research, Mobile Marketing, Conversion Optimization, Web Strategy, B2B Marketing, Landing Page..., Local Search, Content Strategy, Facebook, Content Marketing, SaaS, Social Marketing, Web Design, Google Webmaster Tools, Wordpress, Search Advertising, Sales, Marketing, Strategy, Web Marketing, CRM, Entrepreneurship, Integrated Marketing, New Business Development, Salesforce.com
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
B.S., Business Administration - Finance and Marketing (Double Major)
Business Clubs America 1989 — 1991
Bend High 1988 — 1991
National SEO Experts July 2014 - Present
Integra April 2013 - April 2014
Crexendo Business Solutions April 2012 - April 2013
Textlinkbrokers.com April 2011 - April 2012
Marketing and Sales Consultant Google Adwords 2010 - May 2011
First In Search 2009 - 2009
XO Communications, Tempe, Arizona 2000 - 2003
Tom Hopkins International, Results Seminars, Scottsdale, Arizona 1997 - 1998
Balboa Capital 1996 - 1997
Skills
SEO, PPC, Link Building, Google Adwords, Organic Search, SEM, Web Analytics, Keyword Research, Social Media Marketing, Online Marketing, Analytics, SMO, Google Analytics, Social Networking, Online Advertising, Social Media, Marketing Strategy, E-commerce, Digital Media, Digital Strategy, Digital Marketing, Online Reputation..., Market Research, Mobile Marketing, Conversion Optimization, Web Strategy, B2B Marketing, Landing Page..., Local Search, Content Strategy, Facebook, Content Marketing, SaaS, Social Marketing, Web Design, Google Webmaster Tools, Wordpress, Search Advertising, Sales, Marketing, Strategy, Web Marketing, CRM, Entrepreneurship, Integrated Marketing, New Business Development, Salesforce.com
Education
University of Oregon - Charles H. Lundquist College of Business 1991 — 1995
B.S., Business Administration - Finance and Marketing (Double Major)
Business Clubs America 1989 — 1991
Bend High 1988 — 1991
Angie Bauer's Balboa Capital Experience February 2009 - November 2009
Job National Accounts Manager at LivingSocial
Industry Marketing and Advertising
Experience
LivingSocial January 2011 - Present
Angie Bauer December 2009 - December 2010
Balboa Capital February 2009 - November 2009
FirstCorp November 2006 - February 2009
Highline Capital March 2006 - November 2006
Hewlett-Packard Financial Services July 2000 - March 2006
Skills
Salesforce.com, Account Management, Sales Management, New Business Development, Cold Calling, Direct Sales, Strategic Partnerships, Sales Process, Lead Generation, Solution Selling, Sales, B2B, Business Development, SEO, Advertising, Marketing Strategy, Social Media Marketing, Online Advertising, Online Marketing, Sales Presentations, Email Marketing, Advertising Sales, Digital Marketing, Marketing, Customer Retention, Direct Marketing, PPC, Social Media, SEM, Selling, Management, Strategy
Education
Beaverton High School
Portland Community College
Business, Finance
LivingSocial January 2011 - Present
Angie Bauer December 2009 - December 2010
Balboa Capital February 2009 - November 2009
FirstCorp November 2006 - February 2009
Highline Capital March 2006 - November 2006
Hewlett-Packard Financial Services July 2000 - March 2006
Skills
Salesforce.com, Account Management, Sales Management, New Business Development, Cold Calling, Direct Sales, Strategic Partnerships, Sales Process, Lead Generation, Solution Selling, Sales, B2B, Business Development, SEO, Advertising, Marketing Strategy, Social Media Marketing, Online Advertising, Online Marketing, Sales Presentations, Email Marketing, Advertising Sales, Digital Marketing, Marketing, Customer Retention, Direct Marketing, PPC, Social Media, SEM, Selling, Management, Strategy
Education
Beaverton High School
Portland Community College
Business, Finance
Blake Kahlich's Balboa Capital Experience 2003 - 2004
Job Broker at Prime Management LLC
Industry Real Estate
Experience
Prime Management LLC February 2010 - Present
Shames-Makovsky Realty Company July 2009 - February 2010
Westco Development Corp February 2005 - November 2009
Balboa Capital 2003 - 2004
Skills
Real Estate, Contract Negotiation, Budgets, Sales, Construction, Investment Properties, Leases, Real Estate Transactions, Property Management, Commercial Real Estate, Negotiation, Real Estate Development, Due Diligence, Selling, Sellers, Disposition, Location Intelligence, Brokerage
Education
Northern Arizona University 1999 — 2003
B.S., Marketing
Northern Arizona University-The W. A. Franke College of Business 1999 — 2003
BS, Marketing
Prime Management LLC February 2010 - Present
Shames-Makovsky Realty Company July 2009 - February 2010
Westco Development Corp February 2005 - November 2009
Balboa Capital 2003 - 2004
Skills
Real Estate, Contract Negotiation, Budgets, Sales, Construction, Investment Properties, Leases, Real Estate Transactions, Property Management, Commercial Real Estate, Negotiation, Real Estate Development, Due Diligence, Selling, Sellers, Disposition, Location Intelligence, Brokerage
Education
Northern Arizona University 1999 — 2003
B.S., Marketing
Northern Arizona University-The W. A. Franke College of Business 1999 — 2003
BS, Marketing
Andrew Abramo Andrew Abramo's Balboa Capital Experience August 2012 - February 2013
Job Digital Performance Manager at Digital Air Strike
Industry Marketing and Advertising
Experience
Digital Air Strike February 2015 - Present
Digital Air Strike December 2013 - February 2015
Balboa Capital August 2012 - February 2013
Education
University of Arizona 2008 — 2012
Bachelor's Degree, History
Digital Air Strike February 2015 - Present
Digital Air Strike December 2013 - February 2015
Balboa Capital August 2012 - February 2013
Education
University of Arizona 2008 — 2012
Bachelor's Degree, History
Kevan Sadigh Kevan Sadigh's Balboa Capital Experience September 2006 - May 2007
Job CEO at Sqyre
Industry Internet
Experience
Sqyre September 2013 - Present
K Media Group January 2012 - Present
Greek Life Inc. January 2009 - October 2013
AMKS Holdings September 2007 - December 2008
Balboa Capital September 2006 - May 2007
Skills
E-commerce, Finance, Marketing, Networking, Web Marketing, Management, Online Advertising, Salesforce.com, Social Media Marketing, Social Media, Marketing Strategy, New Business Development, PPC, Business Strategy, SEO, Sales, Sales Process, Google Analytics, Digital Marketing, Strategic Partnerships, Start-ups, Social Networking, Online Marketing, Entrepreneurship, Professional Services, User Friendly, Web Development
Education
University of California, Irvine 2005 — 2009
Bachelor of Science, Business Economics, Management
Sqyre September 2013 - Present
K Media Group January 2012 - Present
Greek Life Inc. January 2009 - October 2013
AMKS Holdings September 2007 - December 2008
Balboa Capital September 2006 - May 2007
Skills
E-commerce, Finance, Marketing, Networking, Web Marketing, Management, Online Advertising, Salesforce.com, Social Media Marketing, Social Media, Marketing Strategy, New Business Development, PPC, Business Strategy, SEO, Sales, Sales Process, Google Analytics, Digital Marketing, Strategic Partnerships, Start-ups, Social Networking, Online Marketing, Entrepreneurship, Professional Services, User Friendly, Web Development
Education
University of California, Irvine 2005 — 2009
Bachelor of Science, Business Economics, Management
Christina Tami's Balboa Capital Experience August 2012 - February 2013
Job Product Manager Intern at Deluxe Corporation
Industry Apparel & Fashion
Experience
Deluxe Corporation April 2015 - Present
Dunkelvolk (USA) January 2014 - December 2014
LoveSurf March 2013 - October 2013
Balboa Capital August 2012 - February 2013
Asana Fit May 2012 - August 2012
CTK Swimwear July 2011 - August 2012
Trilogy Boutique January 2011 - June 2011
Boys and Girls Clubs of America August 2008 - December 2010
Skills
Marketing, Social Networking, Facebook, Sales, Social Media Marketing, Advertising, Corporate Finance, Recruiting, Fashion Buying, Fashion Shows, Fashion Marketing, Styling, Video Production
Education
Lynn University 2015 — 2016
Master of Business Administration (MBA), Marketing, 4.0
Lynn University 2007 — 2011
Bachelors, Business Administration
Colegio Franklin Delano Roosevelt 1994 — 2006
GED, IB
Deluxe Corporation April 2015 - Present
Dunkelvolk (USA) January 2014 - December 2014
LoveSurf March 2013 - October 2013
Balboa Capital August 2012 - February 2013
Asana Fit May 2012 - August 2012
CTK Swimwear July 2011 - August 2012
Trilogy Boutique January 2011 - June 2011
Boys and Girls Clubs of America August 2008 - December 2010
Skills
Marketing, Social Networking, Facebook, Sales, Social Media Marketing, Advertising, Corporate Finance, Recruiting, Fashion Buying, Fashion Shows, Fashion Marketing, Styling, Video Production
Education
Lynn University 2015 — 2016
Master of Business Administration (MBA), Marketing, 4.0
Lynn University 2007 — 2011
Bachelors, Business Administration
Colegio Franklin Delano Roosevelt 1994 — 2006
GED, IB
Naureen Khan Naureen Khan's Balboa Capital Experience September 2001 - May 2005
Job Grants Manager at Community Health Systems, Inc.
Industry Hospital & Health Care
Experience
Community Health Systems, Inc. September 2011 - Present
Springboard February 2006 - March 2008
People's United Equipment Finance Corp. f/k/a Financial Federal Credit Inc. June 2005 - February 2006
Balboa Capital September 2001 - May 2005
Skills
Credit, Healthcare, Budgets, Financial Analysis, Analysis, Access, Process Improvement, Outlook, Leadership, Training, Microsoft Excel, Business Analysis, Microsoft Word, Customer Service, Accounting, Team Leadership
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Diploma, Business Administration and Management, General
Community Health Systems, Inc. September 2011 - Present
Springboard February 2006 - March 2008
People's United Equipment Finance Corp. f/k/a Financial Federal Credit Inc. June 2005 - February 2006
Balboa Capital September 2001 - May 2005
Skills
Credit, Healthcare, Budgets, Financial Analysis, Analysis, Access, Process Improvement, Outlook, Leadership, Training, Microsoft Excel, Business Analysis, Microsoft Word, Customer Service, Accounting, Team Leadership
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Diploma, Business Administration and Management, General
Naoshad Siddique's Balboa Capital Experience June 2007 - March 2008
Job Artist Royalty Analyst at Warner Music Group
Industry Music
Experience
Warner Music Group September 2013 - Present
Warner Music Group October 2008 - August 2013
Numero Uno Pizza June 2004 - October 2009
Enterprise Rent-A-Car June 2008 - September 2008
Balboa Capital June 2007 - March 2008
Skills
Music Industry, Music, Entertainment, Royalties, Digital Media, Research, Licensing, Songwriting, Microsoft Excel, New Media, Microsoft Office, Copyright Law, Marketing, PowerPoint, Data Analysis, Analytics, Microsoft Word, Intellectual Property, Leadership, Social Networking, Accounts Payable, Close Attention to...
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics, Management
Warner Music Group September 2013 - Present
Warner Music Group October 2008 - August 2013
Numero Uno Pizza June 2004 - October 2009
Enterprise Rent-A-Car June 2008 - September 2008
Balboa Capital June 2007 - March 2008
Skills
Music Industry, Music, Entertainment, Royalties, Digital Media, Research, Licensing, Songwriting, Microsoft Excel, New Media, Microsoft Office, Copyright Law, Marketing, PowerPoint, Data Analysis, Analytics, Microsoft Word, Intellectual Property, Leadership, Social Networking, Accounts Payable, Close Attention to...
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics, Management
Seymantha Cross Seymantha Cross's Balboa Capital Experience February 2012 - May 2012
Job Residential | Commercial Real Estate Sales and Leasing
Industry Real Estate
Experience
ReMax February 2014 - Present
The Younger Law Firm February 2010 - Present
ESDI, Inc May 2012 - February 2014
Balboa Capital February 2012 - May 2012
NW Cross Marketing, Inc. September 2006 - February 2010
Skyline Document Solutions January 2009 - May 2009
Print Inc. July 2001 - February 2002
Education
University of California, Irvine 2003 — 2007
BA, Criminology, Law & Society
ReMax February 2014 - Present
The Younger Law Firm February 2010 - Present
ESDI, Inc May 2012 - February 2014
Balboa Capital February 2012 - May 2012
NW Cross Marketing, Inc. September 2006 - February 2010
Skyline Document Solutions January 2009 - May 2009
Print Inc. July 2001 - February 2002
Education
University of California, Irvine 2003 — 2007
BA, Criminology, Law & Society
Rahil Bharadwaj Rahil Bharadwaj's Balboa Capital Experience February 2015 - May 2015
Job Marketing Intern at Reesearch, Inc.
Industry International Trade and Development
Experience
Reesearch, Inc. July 2015 - September 2015
Balboa Capital February 2015 - May 2015
Best Buy October 2013 - January 2014
Swift Freight (USA) Inc. August 2012 - July 2013
Orange County Public Works Department Intern, Human Resources September 2011 - December 2011
UCI Medical Center March 2011 - May 2011
Skills
Logistics, Sales Management, New Business Development, International Sales, Negotiation, Strategic Planning, Customer Service, Key Account Management, Business Development
Education
UC Riverside 2005 — 2010
Bachelor's degree, Biology/Biological Sciences, General
Reesearch, Inc. July 2015 - September 2015
Balboa Capital February 2015 - May 2015
Best Buy October 2013 - January 2014
Swift Freight (USA) Inc. August 2012 - July 2013
Orange County Public Works Department Intern, Human Resources September 2011 - December 2011
UCI Medical Center March 2011 - May 2011
Skills
Logistics, Sales Management, New Business Development, International Sales, Negotiation, Strategic Planning, Customer Service, Key Account Management, Business Development
Education
UC Riverside 2005 — 2010
Bachelor's degree, Biology/Biological Sciences, General
Navedkhan Pathan's Balboa Capital Experience June 2013 - February 2015
Job Sales at Cisco WebEx
Industry Computer Networking
Experience
WebEx February 2015 - Present
Balboa Capital June 2013 - February 2015
Riverside Medical Supply October 2012 - May 2013
Skills
Sales, Communication, Problem Solving, Management, Profit Maximization, Customer Service, Public Speaking, Salesforce.com, Strategy, Team Building, Customer Satisfaction, Direct Sales, Marketing, Cold Calling, Account Management, Sales Operations, Customer Retention, Advertising, Data Analysis, New Business Development, Market Research, B2B, CRM
Education
UC Riverside 2010 — 2012
Bachelor of Arts (B.A.), Religious Studies
WebEx February 2015 - Present
Balboa Capital June 2013 - February 2015
Riverside Medical Supply October 2012 - May 2013
Skills
Sales, Communication, Problem Solving, Management, Profit Maximization, Customer Service, Public Speaking, Salesforce.com, Strategy, Team Building, Customer Satisfaction, Direct Sales, Marketing, Cold Calling, Account Management, Sales Operations, Customer Retention, Advertising, Data Analysis, New Business Development, Market Research, B2B, CRM
Education
UC Riverside 2010 — 2012
Bachelor of Arts (B.A.), Religious Studies
Kurt Runkle's Balboa Capital Experience May 2012 - November 2013
Job Experienced Account Executive
Industry Financial Services
Experience
Helios DSI January 2014 - Present
Balboa Capital May 2012 - November 2013
Susquehanna Commercial Finance, Inc January 2008 - May 2012
Philips Medical Capital January 2004 - February 2007
De Lage Landen September 1996 - December 2003
Skills
Financial Analysis, Pricing, Customer Relations, Customer Service, Contract Negotiation, Management, New Business Development, Process Improvement, Account Management, Direct Sales, Sales Management, Sales, Finance, Networking, Business Development, Business Analysis, CRM, Sales Operations, Selling, Strategic Planning, B2B, Program Management, Sales Process, Salesforce.com, Negotiation, Risk Management, Marketing, Leadership, SaaS, Sales Presentations, Solution Selling, Credit, Strategic Partnerships, Strategy, Relationship Management, Banking
Education
Penn State University 1986 — 1990
BS Business Management, Economomics
Pennsylvania State University-Erie Campus 1986 — 1990
BS Business Management, Economomics
Helios DSI January 2014 - Present
Balboa Capital May 2012 - November 2013
Susquehanna Commercial Finance, Inc January 2008 - May 2012
Philips Medical Capital January 2004 - February 2007
De Lage Landen September 1996 - December 2003
Skills
Financial Analysis, Pricing, Customer Relations, Customer Service, Contract Negotiation, Management, New Business Development, Process Improvement, Account Management, Direct Sales, Sales Management, Sales, Finance, Networking, Business Development, Business Analysis, CRM, Sales Operations, Selling, Strategic Planning, B2B, Program Management, Sales Process, Salesforce.com, Negotiation, Risk Management, Marketing, Leadership, SaaS, Sales Presentations, Solution Selling, Credit, Strategic Partnerships, Strategy, Relationship Management, Banking
Education
Penn State University 1986 — 1990
BS Business Management, Economomics
Pennsylvania State University-Erie Campus 1986 — 1990
BS Business Management, Economomics
Cale Stubbe's Balboa Capital Experience September 2005 - January 2009
Job Regional Manager for LaSalle Solutions
Industry Financial Services
Experience
LaSalle Solutions January 2009 - Present
Balboa Capital September 2005 - January 2009
Skills
Sales Management, Direct Sales, Cold Calling, Sales Process, Sales, Solution Selling, Marketing, Business Development, New Business Development, Selling, Sales Operations, Account Management, Salesforce.com, Sales Presentations, Management, Customer Service
Education
Iowa State University 2000 — 2005
Bachelor of Science, Exercise Science
Cedar Falls High School 1997 — 2000
LaSalle Solutions January 2009 - Present
Balboa Capital September 2005 - January 2009
Skills
Sales Management, Direct Sales, Cold Calling, Sales Process, Sales, Solution Selling, Marketing, Business Development, New Business Development, Selling, Sales Operations, Account Management, Salesforce.com, Sales Presentations, Management, Customer Service
Education
Iowa State University 2000 — 2005
Bachelor of Science, Exercise Science
Cedar Falls High School 1997 — 2000
Jeremiah Shuyler's Balboa Capital Experience June 2010 - October 2013
Job Business Development Officer at Summit Funding Group
Industry Financial Services
Experience
Summit Funding Group, Inc. July 2015 - Present
Ascentium Capital September 2013 - June 2015
Balboa Capital June 2010 - October 2013
Wayne Equity September 2008 - May 2010
Universal Metro August 2007 - November 2008
Skills
Account Management, Sales Management, Sales, Direct Sales, Cold Calling, Sales Process, New Business Development, Credit, Selling, Solution Selling, Business Development, Loans, B2B, Sales Operations, Lead Generation, Sales Presentations, Credit Analysis, CRM, Banking, Relationship Management, Pricing, Forecasting, Asset Based Lending, Finance, Customer Retention, Strategy, Start-ups, Business Strategy, Building Relationships, Business Planning, Commercial Lending, Financial Services, Funding, Investments, Commercial Finance, Contract Negotiation, Strategic Planning, Marketing, Market Research, Factoring, Financial Analysis, Training, Team Building, Loan Origination, Customer Acquisition, Structured Finance, Strategic Financial..., Corporate Finance, Business Relationship..., Commercial Banking
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.), Economics
NHHS
Summit Funding Group, Inc. July 2015 - Present
Ascentium Capital September 2013 - June 2015
Balboa Capital June 2010 - October 2013
Wayne Equity September 2008 - May 2010
Universal Metro August 2007 - November 2008
Skills
Account Management, Sales Management, Sales, Direct Sales, Cold Calling, Sales Process, New Business Development, Credit, Selling, Solution Selling, Business Development, Loans, B2B, Sales Operations, Lead Generation, Sales Presentations, Credit Analysis, CRM, Banking, Relationship Management, Pricing, Forecasting, Asset Based Lending, Finance, Customer Retention, Strategy, Start-ups, Business Strategy, Building Relationships, Business Planning, Commercial Lending, Financial Services, Funding, Investments, Commercial Finance, Contract Negotiation, Strategic Planning, Marketing, Market Research, Factoring, Financial Analysis, Training, Team Building, Loan Origination, Customer Acquisition, Structured Finance, Strategic Financial..., Corporate Finance, Business Relationship..., Commercial Banking
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.), Economics
NHHS
Tommy Strawser Tommy Strawser's Balboa Capital Experience October 2013 - April 2015
Job Regional Sales Manager at Ascentium Capital
Industry Financial Services
Experience
Ascentium Capital April 2015 - Present
Balboa Capital October 2013 - April 2015
Andrra August 2011 - September 2013
JW Marriott September 2010 - August 2011
Thrifty Thieves Guerrilla Marketing September 2008 - September 2010
Education
University of Arizona 2007 — 2011
Entrepreneurial and Small Business Operations, 3.0
Riverside Community College 2005 — 2007
Business/Corporate Communications, 4.0
Ascentium Capital April 2015 - Present
Balboa Capital October 2013 - April 2015
Andrra August 2011 - September 2013
JW Marriott September 2010 - August 2011
Thrifty Thieves Guerrilla Marketing September 2008 - September 2010
Education
University of Arizona 2007 — 2011
Entrepreneurial and Small Business Operations, 3.0
Riverside Community College 2005 — 2007
Business/Corporate Communications, 4.0
Nelson Escobedo Nelson Escobedo's Balboa Capital Experience August 2012 - May 2014
Job Graduate Student at Santa Clara University
Industry Construction
Experience
Balboa Capital August 2012 - May 2014
Walsh Construction 2010 - 2012
R&L Brosamer Inc. June 2007 - November 2010
Skills
Certified Forklift..., Certified Crane Rigger, Cal OSHA 10 Hour Safety..., Department of..., Customer Service, Microsoft Excel, Sales, Leadership, Team Building, Time Management, Training
Education
Santa Clara University - Leavey School of Business 2014 — 2015
Master’s Degree, Finance
UC Davis 2009 — 2011
Bachelor of Arts (B.A.), Economics
Balboa Capital August 2012 - May 2014
Walsh Construction 2010 - 2012
R&L Brosamer Inc. June 2007 - November 2010
Skills
Certified Forklift..., Certified Crane Rigger, Cal OSHA 10 Hour Safety..., Department of..., Customer Service, Microsoft Excel, Sales, Leadership, Team Building, Time Management, Training
Education
Santa Clara University - Leavey School of Business 2014 — 2015
Master’s Degree, Finance
UC Davis 2009 — 2011
Bachelor of Arts (B.A.), Economics
Richard Cervantes's Balboa Capital Experience September 2014 - June 2015
Job Small Business Specialist US Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
Balboa Capital September 2014 - June 2015
Outback Steakhouse December 2014 - March 2015
Zuma April 2013 - October 2013
San Diego State University August 2012 - April 2013
Skills
Customer Service, Luxury, Marketing, Sales, Social Media, Microsoft Office, Social Media Marketing, Event Planning, PowerPoint, Social Networking, Negotiation, Business Loans, Direct Lending, Recruiting, Social Media..., Leadership, Team Leadership, Organizational..., Critical Thinking, Public Speaking, even, Research
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Communication, General; Spanish Minor, 3.7
U.S. Bank July 2015 - Present
Balboa Capital September 2014 - June 2015
Outback Steakhouse December 2014 - March 2015
Zuma April 2013 - October 2013
San Diego State University August 2012 - April 2013
Skills
Customer Service, Luxury, Marketing, Sales, Social Media, Microsoft Office, Social Media Marketing, Event Planning, PowerPoint, Social Networking, Negotiation, Business Loans, Direct Lending, Recruiting, Social Media..., Leadership, Team Leadership, Organizational..., Critical Thinking, Public Speaking, even, Research
Education
San Diego State University-California State University 2010 — 2014
Bachelor's Degree, Communication, General; Spanish Minor, 3.7
Alena Ybarra Alena Ybarra's Balboa Capital Experience October 2013 - May 2014
Job Credit Representative
Industry Financial Services
Experience
Fender Musical Instruments Corporation August 2014 - Present
Balboa Capital October 2013 - May 2014
Quixotic Events August 2012 - November 2012
Divorce Recovery Center September 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Fender Musical Instruments Corporation August 2014 - Present
Balboa Capital October 2013 - May 2014
Quixotic Events August 2012 - November 2012
Divorce Recovery Center September 2011 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Mark Danhoff's Balboa Capital Experience May 2013 - April 2014
Job Vice President and Corporate Aircraft Specialist at US Bank Capital Equipment Group
Industry Banking
Experience
U.S. Bank March 2014 - Present
Balboa Capital May 2013 - April 2014
American Enterprise Bank September 2010 - March 2012
US Small Business Administration July 2009 - March 2010
New York Life Insurance Company November 2008 - June 2009
Banc of America Leasing – Corporate Aircraft Finance 2005 - 2008
General Electric Commercial Finance – Corporate Aircraft Finance 2000 - 2005
Transamerica Equipment Financial Services/Equipment Finance and Lease Division 1996 - 2000
Heller Financial, Inc./Commercial Equipment Finance Division 1995 - 1996
The CIT Group/Capital Equipment Financing, Inc./(F/K/A Manufacturers Hanover Leasing Corporation) 1984 - 1995
Skills
New Business Development, Credit, Finance, Negotiation, Corporate Finance, Loans, Portfolio Management, Asset Management, Business Development, Strategic Planning, Credit Analysis, Customer Service, Business Strategy, Risk Management, Asset Managment, Real Estate, Financial Structuring, Contract Negotiation, Financial Analysis, Insurance, Asset Based Lending, Management, Financial Risk, Financial Services
Education
Saint Leo University 1979 — 1984
B.A., Business Management
U.S. Bank March 2014 - Present
Balboa Capital May 2013 - April 2014
American Enterprise Bank September 2010 - March 2012
US Small Business Administration July 2009 - March 2010
New York Life Insurance Company November 2008 - June 2009
Banc of America Leasing – Corporate Aircraft Finance 2005 - 2008
General Electric Commercial Finance – Corporate Aircraft Finance 2000 - 2005
Transamerica Equipment Financial Services/Equipment Finance and Lease Division 1996 - 2000
Heller Financial, Inc./Commercial Equipment Finance Division 1995 - 1996
The CIT Group/Capital Equipment Financing, Inc./(F/K/A Manufacturers Hanover Leasing Corporation) 1984 - 1995
Skills
New Business Development, Credit, Finance, Negotiation, Corporate Finance, Loans, Portfolio Management, Asset Management, Business Development, Strategic Planning, Credit Analysis, Customer Service, Business Strategy, Risk Management, Asset Managment, Real Estate, Financial Structuring, Contract Negotiation, Financial Analysis, Insurance, Asset Based Lending, Management, Financial Risk, Financial Services
Education
Saint Leo University 1979 — 1984
B.A., Business Management
Andrew Swistowicz Andrew Swistowicz's Balboa Capital Experience January 2008 - September 2009
Job Senior Business Development Manager at Coverity
Industry Financial Services
Experience
Coverity August 2014 - Present
Coverity November 2012 - July 2014
Freedom Financial October 2009 - May 2011
Balboa Capital January 2008 - September 2009
Waddell & Reed Financial Services September 2006 - December 2006
Skills
Account Management, Loans, Cold Calling, Asset Based Lending, Portfolio Management, Underwriting, Banking, Investments, Equities, Forecasting, Securities, Factoring, Microsoft Excel, Strategic Financial..., Financial Modeling, Mutual Funds, Alternative Investments, Leadership, Gender Identity
Education
University of Kansas 2002 — 2006
Bachelors, Finance
University of Wollongong 2005 — 2005
Bachelors, Finance & International Trade
Coverity August 2014 - Present
Coverity November 2012 - July 2014
Freedom Financial October 2009 - May 2011
Balboa Capital January 2008 - September 2009
Waddell & Reed Financial Services September 2006 - December 2006
Skills
Account Management, Loans, Cold Calling, Asset Based Lending, Portfolio Management, Underwriting, Banking, Investments, Equities, Forecasting, Securities, Factoring, Microsoft Excel, Strategic Financial..., Financial Modeling, Mutual Funds, Alternative Investments, Leadership, Gender Identity
Education
University of Kansas 2002 — 2006
Bachelors, Finance
University of Wollongong 2005 — 2005
Bachelors, Finance & International Trade
Nicholas Christenson Nicholas Christenson's Balboa Capital Experience February 2013 - September 2013
Job Data Analyst at St. Joseph Health
Industry Logistics and Supply Chain
Experience
St. Joseph Health April 2015 - Present
Integrated Logistics Management January 2015 - April 2015
Norco Delivery Service January 2014 - January 2015
CalFirst National Bancorp September 2013 - January 2014
Balboa Capital February 2013 - September 2013
UC Irvine July 2012 - February 2013
UC Irvine January 2011 - February 2013
Skills
Leadership, Microsoft Office, Data Analysis, Finance, Financial Statements, Java, Credit Analysis, Marketing, Statistics, Salesforce.com, Market Research, SQL, Ad Hoc Reporting, Analysis, Social Media, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (BA)
University of Pennsylvania - The Wharton School
St. Joseph Health April 2015 - Present
Integrated Logistics Management January 2015 - April 2015
Norco Delivery Service January 2014 - January 2015
CalFirst National Bancorp September 2013 - January 2014
Balboa Capital February 2013 - September 2013
UC Irvine July 2012 - February 2013
UC Irvine January 2011 - February 2013
Skills
Leadership, Microsoft Office, Data Analysis, Finance, Financial Statements, Java, Credit Analysis, Marketing, Statistics, Salesforce.com, Market Research, SQL, Ad Hoc Reporting, Analysis, Social Media, Microsoft Word, Event Planning, Microsoft Excel, PowerPoint
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (BA)
University of Pennsylvania - The Wharton School
Travis Gerlach Travis Gerlach's Balboa Capital Experience July 2014 - January 2015
Job Field Energy Specialist at SolarCity
Industry Marketing and Advertising
Experience
SolarCity February 2015 - Present
Balboa Capital July 2014 - January 2015
Gerlach Property Group May 2013 - August 2013
Fuel Modern Eatery September 2011 - May 2012
Gerlach and Associates May 2011 - August 2011
Skills
Customer Service, Sales, Marketing, Microsoft Excel, Accounts Receivable, Telephone Skills, Property, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Facebook, Teamwork, Advertising
Education
University of Arizona 2010 — 2014
Communication's Major History minor, Social and Behavioral Studies, Senior
SolarCity February 2015 - Present
Balboa Capital July 2014 - January 2015
Gerlach Property Group May 2013 - August 2013
Fuel Modern Eatery September 2011 - May 2012
Gerlach and Associates May 2011 - August 2011
Skills
Customer Service, Sales, Marketing, Microsoft Excel, Accounts Receivable, Telephone Skills, Property, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Social Media Marketing, Facebook, Teamwork, Advertising
Education
University of Arizona 2010 — 2014
Communication's Major History minor, Social and Behavioral Studies, Senior
Daivon Dumas's Balboa Capital Experience March 2013 - March 2014
Job Professional CFL player
Industry Sports
Experience
Winnipeg Blue Bombers May 2014 - Present
NFL/CFL January 2012 - Present
Union Bank March 2014 - May 2014
Balboa Capital March 2013 - March 2014
Skills
Salesforce.com, Account Management, Direct Sales, Sales Process, Cold Calling, Selling, Solution Selling, Customer Retention, Event Planning, Lead Generation, Microsoft Excel, PowerPoint, Sales, Sales Presentations, Time Management
Education
Northern Arizona University 2008 — 2012
Winnipeg Blue Bombers May 2014 - Present
NFL/CFL January 2012 - Present
Union Bank March 2014 - May 2014
Balboa Capital March 2013 - March 2014
Skills
Salesforce.com, Account Management, Direct Sales, Sales Process, Cold Calling, Selling, Solution Selling, Customer Retention, Event Planning, Lead Generation, Microsoft Excel, PowerPoint, Sales, Sales Presentations, Time Management
Education
Northern Arizona University 2008 — 2012
Scott Gulfaraz Scott Gulfaraz's Balboa Capital Experience 1998 - 2000
Job CRO & CoFounder EnableVue, LLC
Industry Outsourcing/Offshoring
Experience
EnableVue, LLC June 2013 - Present
CrowdSource January 2013 - June 2013
Servio 2011 - 2013
Potrero Media Corporation 2010 - 2011
Equipment Finance Services, LLC 2000 - 2010
Balboa Capital 1998 - 2000
Amplicon Financial 1997 - 1998
Skills
Lead Generation, Strategic Partnerships, Online Marketing, E-commerce, Sales Management, Online Advertising, Strategy, New Business Development, Negotiation, Account Management, SEO, CRM, Enterprise Software, Salesforce.com, Digital Marketing, B2B, Start-ups, Sales, Business Strategy, Mobile Devices, Business Development, Entrepreneurship, SaaS, SEM, Analytics, Web Analytics, Email Marketing, Leadership, PPC, Product Management, Crowdsourcing, BPO
Education
University of California, Berkeley
College of Natural Resources, Environmental Economics & Policy
EnableVue, LLC June 2013 - Present
CrowdSource January 2013 - June 2013
Servio 2011 - 2013
Potrero Media Corporation 2010 - 2011
Equipment Finance Services, LLC 2000 - 2010
Balboa Capital 1998 - 2000
Amplicon Financial 1997 - 1998
Skills
Lead Generation, Strategic Partnerships, Online Marketing, E-commerce, Sales Management, Online Advertising, Strategy, New Business Development, Negotiation, Account Management, SEO, CRM, Enterprise Software, Salesforce.com, Digital Marketing, B2B, Start-ups, Sales, Business Strategy, Mobile Devices, Business Development, Entrepreneurship, SaaS, SEM, Analytics, Web Analytics, Email Marketing, Leadership, PPC, Product Management, Crowdsourcing, BPO
Education
University of California, Berkeley
College of Natural Resources, Environmental Economics & Policy
Sami Gssime Sami Gssime's Balboa Capital Experience August 2013 - September 2014
Job
Industry Financial Services
Experience
Balboa Capital August 2013 - September 2014
CP Graphics May 2012 - June 2013
RuffaloCODY May 2010 - November 2011
Skills
Public Speaking, PowerPoint, Microsoft Word, Time Management, Social Media, Fundraising, Networking, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Customer Service
Education
University of Arizona 2010 — 2013
Bachelor of Science in Business Administration, Business Economics
Balboa Capital August 2013 - September 2014
CP Graphics May 2012 - June 2013
RuffaloCODY May 2010 - November 2011
Skills
Public Speaking, PowerPoint, Microsoft Word, Time Management, Social Media, Fundraising, Networking, Facebook, Microsoft Excel, Event Planning, Microsoft Office, Customer Service
Education
University of Arizona 2010 — 2013
Bachelor of Science in Business Administration, Business Economics
William Schmucker William Schmucker's Balboa Capital Experience 2014 - 2014
Job Account Executive Professional in Marketing, Inside Sales, Customer Service and Dedication
Industry Financial Services
Experience
Horses for Healing 2014 - Present
Balboa Capital 2014 - 2014
Wind and Sea Restaurant 2006 - 2014
3-Hour Learning, LLC. 2012 - 2012
Allstate 2007 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Social Media Marketing, Marketing, CRM, Sales, Start-ups, Market Research, Social Media, Social Networking, Leadership, Event Planning, Marketing Strategy, Public Speaking, Facebook, PowerPoint, Marketing Communications, Advertising, Time Management
Education
San Diego State University-California State University 2007 — 2013
Bachelor of Science (B.S.), Business Marketing, 3.24 GPA (Dean's List)
Dana Hill's High School 2003 — 2007
Horses for Healing 2014 - Present
Balboa Capital 2014 - 2014
Wind and Sea Restaurant 2006 - 2014
3-Hour Learning, LLC. 2012 - 2012
Allstate 2007 - 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Social Media Marketing, Marketing, CRM, Sales, Start-ups, Market Research, Social Media, Social Networking, Leadership, Event Planning, Marketing Strategy, Public Speaking, Facebook, PowerPoint, Marketing Communications, Advertising, Time Management
Education
San Diego State University-California State University 2007 — 2013
Bachelor of Science (B.S.), Business Marketing, 3.24 GPA (Dean's List)
Dana Hill's High School 2003 — 2007
Kevin Hart's Balboa Capital Experience April 2013 - October 2013
Job Financial Services Professional
Industry Financial Services
Experience
Jules and Associates October 2013 - Present
Balboa Capital April 2013 - October 2013
Oakley March 2012 - March 2013
MP Biomedicals January 2011 - November 2011
Skills
Sales, Marketing, Equipment Financing, Account Management, Social Media, Customer Service, Market Research, Marketing Strategy, Online Advertising, Social Media Marketing, Finance, Advertising, Management, Financial Services, Social Networking
Education
Orange Coast College
Associate of Arts (AA), Marketing
Jules and Associates October 2013 - Present
Balboa Capital April 2013 - October 2013
Oakley March 2012 - March 2013
MP Biomedicals January 2011 - November 2011
Skills
Sales, Marketing, Equipment Financing, Account Management, Social Media, Customer Service, Market Research, Marketing Strategy, Online Advertising, Social Media Marketing, Finance, Advertising, Management, Financial Services, Social Networking
Education
Orange Coast College
Associate of Arts (AA), Marketing
Daniel Downey's Balboa Capital Experience June 2012 - July 2012
Job Co Founder / Chief Marketing Officer at Downey Brewing Company
Industry Marketing and Advertising
Experience
Downey Brewing Company 2014 - Present
KDG Finishers Corporation September 2012 - Present
KDG Finishers Corporation August 2010 - Present
Balboa Capital June 2012 - July 2012
Michigan State University January 2012 - January 2012
Grand Marketing May 2012 - 2012
Urban Lux May 2012 - 2012
Michigan State University January 2009 - March 2009
Walt Disney World September 2008 - January 2009
Comcast Cable May 2008 - August 2008
Skills
Access, Word, Excel, Customer Service, Dreamweaver, Digital Marketing, Video Editing, Advertising, Marketing, Microsoft Excel, Marketing Strategy, CRM, Sales, Management, Business Development
Education
Michigan State University 2007 — 2012
Bachelor of Arts (B.A.), Eli Broad College of Business - Marketing
Downey Brewing Company 2014 - Present
KDG Finishers Corporation September 2012 - Present
KDG Finishers Corporation August 2010 - Present
Balboa Capital June 2012 - July 2012
Michigan State University January 2012 - January 2012
Grand Marketing May 2012 - 2012
Urban Lux May 2012 - 2012
Michigan State University January 2009 - March 2009
Walt Disney World September 2008 - January 2009
Comcast Cable May 2008 - August 2008
Skills
Access, Word, Excel, Customer Service, Dreamweaver, Digital Marketing, Video Editing, Advertising, Marketing, Microsoft Excel, Marketing Strategy, CRM, Sales, Management, Business Development
Education
Michigan State University 2007 — 2012
Bachelor of Arts (B.A.), Eli Broad College of Business - Marketing
Ian Dunigan Ian Dunigan's Balboa Capital Experience July 2012 - November 2012
Job National Accounts at Partners Capital Group
Industry Financial Services
Experience
Partners Capital Group October 2014 - Present
Balboa Capital July 2012 - November 2012
The Pollakov Financial Group, Inc. A general agency of Massachusetts Mutual Life Insurance Company June 2011 - April 2012
Skills
Retirement, Social Media Marketing, Cold Calling, Microsoft Excel, Marketing, Financial Services, Investments, Salesforce.com, Finance, Financial Analysis, Commercial Lending, Employee Benefits, Customer Service, Financial Modeling, Facebook, Sales, Social Networking, Marketing Strategy, Social Media, Credit Analysis, Account Management
Education
University of San Diego 2006 — 2010
BBA, Business Administration, Marketing, Supply Chain Management
Servite High School 2002 — 2006
Partners Capital Group October 2014 - Present
Balboa Capital July 2012 - November 2012
The Pollakov Financial Group, Inc. A general agency of Massachusetts Mutual Life Insurance Company June 2011 - April 2012
Skills
Retirement, Social Media Marketing, Cold Calling, Microsoft Excel, Marketing, Financial Services, Investments, Salesforce.com, Finance, Financial Analysis, Commercial Lending, Employee Benefits, Customer Service, Financial Modeling, Facebook, Sales, Social Networking, Marketing Strategy, Social Media, Credit Analysis, Account Management
Education
University of San Diego 2006 — 2010
BBA, Business Administration, Marketing, Supply Chain Management
Servite High School 2002 — 2006
Lila Parto Lila Parto's Balboa Capital Experience 2013 - 2015
Job Sales Representative at Tapjoy
Industry Marketing and Advertising
Experience
Tapjoy June 2015 - Present
Balboa Capital 2013 - 2015
Di Vita Imports 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Budgets, PowerPoint, Communication, Marketing, Business Development, Market Research, Social Media Marketing, Financial Analysis, Marketing Communications, Management, Sales, Negotiation, Public Relations, Finance, Leadership, Social Networking, Account Management, New Business Development, Business Strategy, Marketing Strategy, Sales Management, Contract Negotiation, Competitive Analysis, Salesforce.com, Entrepreneurship, B2B, Direct Sales, Product Marketing, Online Advertising
Education
San Francisco State University 2009 — 2012
International Business
American Business School Paris 2010 — 2011
International Business
Tapjoy June 2015 - Present
Balboa Capital 2013 - 2015
Di Vita Imports 2011 - 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Research, Public Speaking, Budgets, PowerPoint, Communication, Marketing, Business Development, Market Research, Social Media Marketing, Financial Analysis, Marketing Communications, Management, Sales, Negotiation, Public Relations, Finance, Leadership, Social Networking, Account Management, New Business Development, Business Strategy, Marketing Strategy, Sales Management, Contract Negotiation, Competitive Analysis, Salesforce.com, Entrepreneurship, B2B, Direct Sales, Product Marketing, Online Advertising
Education
San Francisco State University 2009 — 2012
International Business
American Business School Paris 2010 — 2011
International Business
Christopher Ong's Balboa Capital Experience March 2007 - March 2009
Job Media Manager
Industry Marketing and Advertising
Experience
iCrossing April 2015 - Present
Estorm International January 2015 - April 2015
Nett Solutions Inc. March 2009 - September 2014
Balboa Capital March 2007 - March 2009
Promark Financial June 2004 - March 2007
Skills
SEO, PPC, Google Analytics, Marketing, Digital Marketing, Social Media Marketing, Lead Generation, Online Marketing, Google Adwords..., Sales, Google Adwords, SEM, Display Advertising, PPC Bid Management, Account Management, New Business Development, Client Prospecting, Online Advertising, Email Marketing, Web Marketing, CRM, Cold Calling, Affiliate Marketing, Retargeting, Outside Sales, Life Insurance, Trade Shows, E-commerce, Inside Sales, Search Advertising, Web Analytics, Web Services, Advertising, Marketing Strategy, Leadership, Conversion Optimization, Digital Strategy, Management, Marin Software, Business Development, Strategic Planning, Social Media, Digital Media, Brand Awareness
Education
UC Irvine 1999 — 2004
Bachelor's degree, Political Science and Management
iCrossing April 2015 - Present
Estorm International January 2015 - April 2015
Nett Solutions Inc. March 2009 - September 2014
Balboa Capital March 2007 - March 2009
Promark Financial June 2004 - March 2007
Skills
SEO, PPC, Google Analytics, Marketing, Digital Marketing, Social Media Marketing, Lead Generation, Online Marketing, Google Adwords..., Sales, Google Adwords, SEM, Display Advertising, PPC Bid Management, Account Management, New Business Development, Client Prospecting, Online Advertising, Email Marketing, Web Marketing, CRM, Cold Calling, Affiliate Marketing, Retargeting, Outside Sales, Life Insurance, Trade Shows, E-commerce, Inside Sales, Search Advertising, Web Analytics, Web Services, Advertising, Marketing Strategy, Leadership, Conversion Optimization, Digital Strategy, Management, Marin Software, Business Development, Strategic Planning, Social Media, Digital Media, Brand Awareness
Education
UC Irvine 1999 — 2004
Bachelor's degree, Political Science and Management
Dave Sendlak Dave Sendlak's Balboa Capital Experience 2010 - December 2010
Job Vice President in charge of looking out the window
Industry Financial Services
Experience
Retired December 2010 - Present
Balboa Capital 2010 - December 2010
Latitude Equipment Leasing July 2009 - June 2010
DJS Inc 2009 - January 2010
N-1 Technologies 2006 - 2007
ROLM 1981 - 2005
ROLM / IBM / SIEMENS 1981 - 2005
Comdisco 1995 - 2004
3M 1977 - 1981
3M 1977 - 1981
Education
Saint Mary's University of Minnesota 1966 — 1970
ba, english
Retired December 2010 - Present
Balboa Capital 2010 - December 2010
Latitude Equipment Leasing July 2009 - June 2010
DJS Inc 2009 - January 2010
N-1 Technologies 2006 - 2007
ROLM 1981 - 2005
ROLM / IBM / SIEMENS 1981 - 2005
Comdisco 1995 - 2004
3M 1977 - 1981
3M 1977 - 1981
Education
Saint Mary's University of Minnesota 1966 — 1970
ba, english
Carl Tong Carl Tong's Balboa Capital Experience 2004 - 2005
Job Senior Vice President at East West Bank
Industry Financial Services
Experience
East West Bank 2013 - Present
Citi 2012 - 2013
Citi 2007 - 2012
Citi 2005 - 2007
Balboa Capital 2004 - 2005
Skills
Portfolio Management, Commercial Lending, Banking, Credit Analysis, Loans, Mergers & Acquisitions, Commercial Mortgages, Cash Management, Financial Analysis, Relationship Management, Series 63, Series 6, Treasury Management, Business Development, Finance, Commercial Banking, Loan Origination, Small Business Lending, Credit, Asset Based Lending, Commercial Real Estate, Lines Of Credit, Credit Risk
Education
Taipei American School
University of California, Irvine
East West Bank 2013 - Present
Citi 2012 - 2013
Citi 2007 - 2012
Citi 2005 - 2007
Balboa Capital 2004 - 2005
Skills
Portfolio Management, Commercial Lending, Banking, Credit Analysis, Loans, Mergers & Acquisitions, Commercial Mortgages, Cash Management, Financial Analysis, Relationship Management, Series 63, Series 6, Treasury Management, Business Development, Finance, Commercial Banking, Loan Origination, Small Business Lending, Credit, Asset Based Lending, Commercial Real Estate, Lines Of Credit, Credit Risk
Education
Taipei American School
University of California, Irvine
David Henderson IV David Henderson IV's Balboa Capital Experience October 2012 - February 2013
Job Account Executive at Balboa Capital
Industry Financial Services
Experience
Balboa Capital October 2012 - February 2013
Graebel Companies June 2011 - August 2011
Blockbuster Inc May 2008 - August 2010
Sports Chalet June 2007 - November 2007
Skills
Customer Service, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Strategic Planning, Project Management, Negotiation, Microsoft Word, Change Management, Team Building, Budgets, Process Improvement
Education
West Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Mesa Community College 2008 — 2010
Associate of Arts (A.A.), General Studies
Balboa Capital October 2012 - February 2013
Graebel Companies June 2011 - August 2011
Blockbuster Inc May 2008 - August 2010
Sports Chalet June 2007 - November 2007
Skills
Customer Service, Microsoft Office, Logistics, Microsoft Excel, Operations Management, Strategic Planning, Project Management, Negotiation, Microsoft Word, Change Management, Team Building, Budgets, Process Improvement
Education
West Texas A&M University 2010 — 2012
Bachelor of Arts (B.A.), Business/Corporate Communications
Mesa Community College 2008 — 2010
Associate of Arts (A.A.), General Studies
Carla Freberg's Balboa Capital Experience April 2012 - Present
Job Sales Manager Vendor Services Group at Balboa Capital
Industry Financial Services
Experience
Balboa Capital April 2012 - Present
Balboa Capital August 2007 - December 2009
Key Equipment Finance December 2002 - November 2006
Skills
Commercial Lending, Credit Analysis, Credit, Sales Management, Financial Analysis, Asset Based Lending, Commercial Finance, Leadership, Management, Funding, Sales, Finance, Marketing, Small Business Lending, Strategic Planning, Business Development, Loans, Team Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2001
Bachelor's degree, International Business
Istur- Arts and Business School of Florence, Italy 1996 — 1998
Associate's degree, International Marketing
Balboa Capital April 2012 - Present
Balboa Capital August 2007 - December 2009
Key Equipment Finance December 2002 - November 2006
Skills
Commercial Lending, Credit Analysis, Credit, Sales Management, Financial Analysis, Asset Based Lending, Commercial Finance, Leadership, Management, Funding, Sales, Finance, Marketing, Small Business Lending, Strategic Planning, Business Development, Loans, Team Management
Education
Louisiana State University and Agricultural and Mechanical College 1998 — 2001
Bachelor's degree, International Business
Istur- Arts and Business School of Florence, Italy 1996 — 1998
Associate's degree, International Marketing
Michelle McCullagh's Balboa Capital Experience January 2013 - June 2013
Job Experienced Project Coordinator
Industry Real Estate
Experience
The Elite OC May 2014 - Present
TRI Pointe Homes LLC. November 2013 - Present
Balboa Capital January 2013 - June 2013
World Travels August 2011 - August 2012
Cartus, London UK July 2010 - August 2011
Paragon Relocation, London UK December 2008 - June 2010
The Irvine Company July 2006 - October 2008
WC Designs September 2004 - July 2006
Skills
Public Speaking, Account Management, Contract Negotiation, Sales, Microsoft Excel, Negotiation, Project Management, Customer Service, Training, Business Development, PowerPoint, Leadership, Outlook, Team Management, Relocation, Coaching, Recruiting, Customer Satisfaction, Marketing, Retail, Cold Calling, Salesforce.com, Program Management
Education
University of Arizona 2001 — 2004
Bachelors, Communication
Loyola Marymount University 2000 — 2001
The Elite OC May 2014 - Present
TRI Pointe Homes LLC. November 2013 - Present
Balboa Capital January 2013 - June 2013
World Travels August 2011 - August 2012
Cartus, London UK July 2010 - August 2011
Paragon Relocation, London UK December 2008 - June 2010
The Irvine Company July 2006 - October 2008
WC Designs September 2004 - July 2006
Skills
Public Speaking, Account Management, Contract Negotiation, Sales, Microsoft Excel, Negotiation, Project Management, Customer Service, Training, Business Development, PowerPoint, Leadership, Outlook, Team Management, Relocation, Coaching, Recruiting, Customer Satisfaction, Marketing, Retail, Cold Calling, Salesforce.com, Program Management
Education
University of Arizona 2001 — 2004
Bachelors, Communication
Loyola Marymount University 2000 — 2001
Matthew Bachert's Balboa Capital Experience June 2007 - September 2008
Job AEC/ENI Territory Manager at PrintOStat, Inc.
Industry Computer Software
Experience
Print-O-Stat, Inc. November 2012 - Present
Print-O-Stat, Inc. May 2009 - October 2012
Balboa Capital June 2007 - September 2008
Realty Select & Coldwell Banker Homesale Services Group May 2004 - July 2008
U.S. Buildings May 2003 - April 2004
Ambassador Home Improvements May 2002 - April 2003
Skills
Account Management, New Business Development, Software Implementation, Sales Process, Major Account..., BIM, Leadership, Management, Marketing, Contract Negotiation, Strategy, Team Building, AutoCAD, Sales
Education
Kutztown University of Pennsylvania 1999 — 2002
Business Administration and Management, General
Donegal High School 1995 — 1999
Diploma
Print-O-Stat, Inc. November 2012 - Present
Print-O-Stat, Inc. May 2009 - October 2012
Balboa Capital June 2007 - September 2008
Realty Select & Coldwell Banker Homesale Services Group May 2004 - July 2008
U.S. Buildings May 2003 - April 2004
Ambassador Home Improvements May 2002 - April 2003
Skills
Account Management, New Business Development, Software Implementation, Sales Process, Major Account..., BIM, Leadership, Management, Marketing, Contract Negotiation, Strategy, Team Building, AutoCAD, Sales
Education
Kutztown University of Pennsylvania 1999 — 2002
Business Administration and Management, General
Donegal High School 1995 — 1999
Diploma
Lena Bang's Balboa Capital Experience August 1998 - May 2001
Job Senior Supply Chain Analyst at Edwards Lifesciences
Industry Medical Devices
Experience
Edwards Lifesciences November 2012 - Present
Toshiba America Medical Systems October 2007 - November 2012
Toshiba America Medical Systems December 2006 - October 2007
Toshiba America Medical Systems September 2004 - December 2006
Bank of America June 2001 - September 2004
Balboa Capital August 1998 - May 2001
Skills
Medical Devices, Supply Chain Management, Demand Planning, Product Launch, Product Development, Distribution Strategies, Materials Management, Operational Excellence, Process Improvement, Sales Operations, Cross-functional Team..., JD Edwards, ERP Implementations, Quality Control, Compliance, Oracle, Teamcenter, Forecasting, Capital Equipment
Education
University of California, Los Angeles 1994 — 1998
Bachelor's degree, Biology, General
Edwards Lifesciences November 2012 - Present
Toshiba America Medical Systems October 2007 - November 2012
Toshiba America Medical Systems December 2006 - October 2007
Toshiba America Medical Systems September 2004 - December 2006
Bank of America June 2001 - September 2004
Balboa Capital August 1998 - May 2001
Skills
Medical Devices, Supply Chain Management, Demand Planning, Product Launch, Product Development, Distribution Strategies, Materials Management, Operational Excellence, Process Improvement, Sales Operations, Cross-functional Team..., JD Edwards, ERP Implementations, Quality Control, Compliance, Oracle, Teamcenter, Forecasting, Capital Equipment
Education
University of California, Los Angeles 1994 — 1998
Bachelor's degree, Biology, General
Jonathan Thuma ( ジョナサン・スーマ)'s Balboa Capital Experience July 1997 - March 2004
Job Vice President, Senior Relationship Manager at Fisher Investments Japan
Industry Financial Services
Experience
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group November 2013 - August 2015
Fisher Investments Institutional Group April 2012 - October 2013
Fisher Investments November 2006 - April 2012
Fisher Investments September 2005 - November 2006
Fisher Investments March 2004 - September 2005
Balboa Capital July 1997 - March 2004
Skills
Business Planning, Equities, Investment Management, Investment Strategies, Global Macro, Investments, Emerging Markets, Asset Allocation, Sales, Financial Markets, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Market Research, Account Management, Marketing Strategy, Management, Economics, Team Leadership, Team Building, Corporate Finance, Financial Services, Asset Management, Business Development, Microsoft Excel, Due Diligence
Education
University of California, Santa Cruz
B.A., Economics
Fisher Investments Japan August 2015 - Present
Fisher Investments Institutional Group November 2013 - August 2015
Fisher Investments Institutional Group April 2012 - October 2013
Fisher Investments November 2006 - April 2012
Fisher Investments September 2005 - November 2006
Fisher Investments March 2004 - September 2005
Balboa Capital July 1997 - March 2004
Skills
Business Planning, Equities, Investment Management, Investment Strategies, Global Macro, Investments, Emerging Markets, Asset Allocation, Sales, Financial Markets, Business Strategy, Competitive Analysis, Marketing, Strategic Planning, Market Research, Account Management, Marketing Strategy, Management, Economics, Team Leadership, Team Building, Corporate Finance, Financial Services, Asset Management, Business Development, Microsoft Excel, Due Diligence
Education
University of California, Santa Cruz
B.A., Economics
Gregg F. Fiorentino's Balboa Capital Experience March 1998 - Present
Job Branch Manager at Balboa Capital Corporation
Industry Financial Services
Experience
Balboa Capital March 1998 - Present
The James J. Fiorentino Foundation LLC April 2011 - Present
Skills
Credit Analysis, Sales Management, New Business Development, Portfolio Management, Team Building, Small Business Lending, Commercial Lending, Finance, Marketing, Sales, Management
Education
Monticello MN
Park Center
University of Minnesota-Twin Cities
Balboa Capital March 1998 - Present
The James J. Fiorentino Foundation LLC April 2011 - Present
Skills
Credit Analysis, Sales Management, New Business Development, Portfolio Management, Team Building, Small Business Lending, Commercial Lending, Finance, Marketing, Sales, Management
Education
Monticello MN
Park Center
University of Minnesota-Twin Cities
Michael Pucci's Balboa Capital Experience January 2012 - July 2013
Job Life Safety Consultant at Simplex Grinnell
Industry Facilities Services
Experience
Simplex Grinnell LP August 2015 - Present
Trinity Packaging Supply, LLC December 2013 - May 2015
LOL Mobile Media July 2013 - December 2013
Balboa Capital January 2012 - July 2013
American Institute for History Education LLC August 2011 - March 2012
LEAF Financial Corporation August 2007 - September 2009
Marlin Leasing Corp. November 1998 - August 2007
Skills
Account Management, Sales, Sales Process, Credit, Sales Management, Cold Calling, Loans, Commercial Leasing, Leasing, Outside Sales, Mobile Marketing, Mobile Advertising, Mobile Social Networking, Sales Presentations, Corporate Finance, Financial Services, Social Media Marketing, Social Media, New Business Development, Business Development, Sales Prospecting, Packaging, Stretch Film, Supplies, Pallets, Packaging Engineering, Customer Service, Client Rapport, Lead Generation, Management, Sales Operations
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Communications
Simplex Grinnell LP August 2015 - Present
Trinity Packaging Supply, LLC December 2013 - May 2015
LOL Mobile Media July 2013 - December 2013
Balboa Capital January 2012 - July 2013
American Institute for History Education LLC August 2011 - March 2012
LEAF Financial Corporation August 2007 - September 2009
Marlin Leasing Corp. November 1998 - August 2007
Skills
Account Management, Sales, Sales Process, Credit, Sales Management, Cold Calling, Loans, Commercial Leasing, Leasing, Outside Sales, Mobile Marketing, Mobile Advertising, Mobile Social Networking, Sales Presentations, Corporate Finance, Financial Services, Social Media Marketing, Social Media, New Business Development, Business Development, Sales Prospecting, Packaging, Stretch Film, Supplies, Pallets, Packaging Engineering, Customer Service, Client Rapport, Lead Generation, Management, Sales Operations
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Communications
Tina Roost's Balboa Capital Experience October 2012 - Present
Job National Program Manager at Xerox
Industry Financial Services
Experience
Xerox 2013 - Present
Balboa Capital October 2012 - Present
Balboa Capital 2012 - 2013
NEC Financial April 2009 - September 2012
US Express Leasing 2004 - 2009
CitiCapital/Copelco June 1992 - August 2003
Copelco Capital 1992 - 2003
CitiCapital formerly Copelco Capital 1992 - 2003
Citigroup/Citicapital 1992 - 2003
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Portfolio Management, Structured Finance, Finance, Loan Origination, Solution Selling, Financial Structuring, Underwriting, Sales, Funding, Relationship Management, Business Development, Business Strategy, Sales Management, Financial Services, Pricing, Customer Retention, Account Management, Asset Based Lending, Banking, Business Planning, Direct Sales, Executive Management, Financial Analysis, Financial Modeling, Leadership, Management, Negotiation, New Business Development, Process Improvement, Sales Process, Selling, Small Business Lending, Cold Calling
Education
University of Delaware 1988 — 1992
BSHR
Xerox 2013 - Present
Balboa Capital October 2012 - Present
Balboa Capital 2012 - 2013
NEC Financial April 2009 - September 2012
US Express Leasing 2004 - 2009
CitiCapital/Copelco June 1992 - August 2003
Copelco Capital 1992 - 2003
CitiCapital formerly Copelco Capital 1992 - 2003
Citigroup/Citicapital 1992 - 2003
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Portfolio Management, Structured Finance, Finance, Loan Origination, Solution Selling, Financial Structuring, Underwriting, Sales, Funding, Relationship Management, Business Development, Business Strategy, Sales Management, Financial Services, Pricing, Customer Retention, Account Management, Asset Based Lending, Banking, Business Planning, Direct Sales, Executive Management, Financial Analysis, Financial Modeling, Leadership, Management, Negotiation, New Business Development, Process Improvement, Sales Process, Selling, Small Business Lending, Cold Calling
Education
University of Delaware 1988 — 1992
BSHR
April Sena's Balboa Capital Experience October 2006 - Present
Job Account Executive at Balboa Capital
Industry Financial Services
Experience
Balboa Capital October 2006 - Present
Costco Wholesale March 2006 - September 2006
Education
Saddleback College 2005 — 2007
Balboa Capital October 2006 - Present
Costco Wholesale March 2006 - September 2006
Education
Saddleback College 2005 — 2007
Kenny Segin's Balboa Capital Experience June 2005 - Present
Job Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital June 2005 - Present
Community State Bank January 2005 - May 2005
Education
Iowa State University - College of Business 2000 — 2005
Finance & Management
Balboa Capital June 2005 - Present
Community State Bank January 2005 - May 2005
Education
Iowa State University - College of Business 2000 — 2005
Finance & Management
David Chiurazzi's Balboa Capital Experience Audit ManagerErnst & Young1992 - 1995
Job CFO at Balboa Capital
Industry Financial Services
Experience
Balboa Capital Audit ManagerErnst & Young1992 - 1995
Kenneth Leventhal & Company 1986 - 1990
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Loans, Marketing, Leadership, Financial Structuring, Asset Based Lending, Mergers & Acquisitions, Banking, Commercial Lending, Funding, Corporate Finance, Structured Finance, Due Diligence, Portfolio Management
Education
Michigan State University 1979 — 1982
Balboa Capital Audit ManagerErnst & Young1992 - 1995
Kenneth Leventhal & Company 1986 - 1990
Skills
Financial Analysis, Credit Analysis, Credit, Finance, Loans, Marketing, Leadership, Financial Structuring, Asset Based Lending, Mergers & Acquisitions, Banking, Commercial Lending, Funding, Corporate Finance, Structured Finance, Due Diligence, Portfolio Management
Education
Michigan State University 1979 — 1982
Marni Eisenbrey's Balboa Capital Experience July 2015 - Present
Job IT Specialist
Industry Information Technology and Services
Experience
Balboa Capital July 2015 - Present
IT Consultant June 2010 - July 2015
Discovery Science Center December 2005 - June 2010
Cogent Healthcare 1997 - 2000
Advanced MP Technology 1992 - 1994
Skills
Project Management, Help Desk Support, Microsoft Office, Customer Service, Process Improvement, Management, Networking, Business Intelligence, SQL, Desktop Computers, IT Operations, Telephony, Process Methodologies, IT Asset Management, Smart phone repair, POS Support, Microsoft Exchange, Software Installation, Hardware, Windows 7, Technical Support
Education
Computer Education Institute 2002 — 2002
Comptia A+ Certification, Information Technology Network and Infrastructure
Saddleback College 1995 — 1997
General Education, Computer Software Specialist
Balboa Capital July 2015 - Present
IT Consultant June 2010 - July 2015
Discovery Science Center December 2005 - June 2010
Cogent Healthcare 1997 - 2000
Advanced MP Technology 1992 - 1994
Skills
Project Management, Help Desk Support, Microsoft Office, Customer Service, Process Improvement, Management, Networking, Business Intelligence, SQL, Desktop Computers, IT Operations, Telephony, Process Methodologies, IT Asset Management, Smart phone repair, POS Support, Microsoft Exchange, Software Installation, Hardware, Windows 7, Technical Support
Education
Computer Education Institute 2002 — 2002
Comptia A+ Certification, Information Technology Network and Infrastructure
Saddleback College 1995 — 1997
General Education, Computer Software Specialist
Frank Guardado's Balboa Capital Experience October 2006 - January 2008
Job Account Manager
Industry Banking
Experience
Northern Trust November 2009 - Present
Wells Fargo Bank January 2008 - November 2009
Wells Fargo Bank January 2008 - November 2009
Balboa Capital October 2006 - January 2008
Skills
Loans, Management, Credit, Portfolio Management, Sales, Financial Analysis, Banking, Finance, Risk Management, Customer Service, Financial Services, Commercial Banking, Cash Management, Investments, Relationship Management
Education
San Jose State University 2001 — 2006
Northern Trust November 2009 - Present
Wells Fargo Bank January 2008 - November 2009
Wells Fargo Bank January 2008 - November 2009
Balboa Capital October 2006 - January 2008
Skills
Loans, Management, Credit, Portfolio Management, Sales, Financial Analysis, Banking, Finance, Risk Management, Customer Service, Financial Services, Commercial Banking, Cash Management, Investments, Relationship Management
Education
San Jose State University 2001 — 2006
David Arscott's Balboa Capital Experience June 2005 - December 2006
Job Co Founder at Baycrest Capital
Industry Real Estate
Experience
Baycrest Capital September 2015 - Present
FirstCity Financial Corp. September 2014 - August 2015
WakeStorm Capital May 2011 - August 2014
Centre City Development Corporation August 2009 - June 2010
Douglas Wilson Companies June 2008 - December 2008
OliverMcMillan March 2007 - April 2008
Balboa Capital June 2005 - December 2006
MetLife June 2004 - June 2005
Skills
Project Management, Property Management, Asset Managment, Financial Analysis, Budgets, Real Estate, Asset Management, Commercial Real Estate, Sales, Acquisitions, Affordable Housing, LEED AP, Mixed-use, Market Research, Disposition, Real Estate Economics, Dispositions
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
University of San Diego 2009 — 2010
MSRE, Real Estate
Menlo School 1996 — 2000
HS Diploma
Baycrest Capital September 2015 - Present
FirstCity Financial Corp. September 2014 - August 2015
WakeStorm Capital May 2011 - August 2014
Centre City Development Corporation August 2009 - June 2010
Douglas Wilson Companies June 2008 - December 2008
OliverMcMillan March 2007 - April 2008
Balboa Capital June 2005 - December 2006
MetLife June 2004 - June 2005
Skills
Project Management, Property Management, Asset Managment, Financial Analysis, Budgets, Real Estate, Asset Management, Commercial Real Estate, Sales, Acquisitions, Affordable Housing, LEED AP, Mixed-use, Market Research, Disposition, Real Estate Economics, Dispositions
Education
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
University of San Diego 2009 — 2010
MSRE, Real Estate
Menlo School 1996 — 2000
HS Diploma
Kerri Lombardi's Balboa Capital Experience June 2014 - Present
Job Senior Vendor Support Specialist at Balboa Capital
Industry Financial Services
Experience
Balboa Capital June 2014 - Present
Everbank Commercial Finance, Inc. June 2004 - March 2014
Everbank Commerical Finance 2004 - 2013
Sony Electronics May 2001 - May 2003
Copelco/ CitiCapital May 1990 - November 2000
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Relationship Management, Account Management, Banking, Portfolio Management, Finance, Underwriting, Sales Management, Credit Risk, Asset Based Lending, Financial Services, Mortgage Lending, Small Business Lending, Vendor Management, Microsoft Office, Commercial Mortgages, Software Documentation, New Business Development, Customer Service, Contract Negotiation, Commercial Banking, Direct Sales, Financial Analysis, Microsoft Excel, Management, Solution Selling, Leadership
Education
Montclair State University 1987 — 1991
Balboa Capital June 2014 - Present
Everbank Commercial Finance, Inc. June 2004 - March 2014
Everbank Commerical Finance 2004 - 2013
Sony Electronics May 2001 - May 2003
Copelco/ CitiCapital May 1990 - November 2000
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Relationship Management, Account Management, Banking, Portfolio Management, Finance, Underwriting, Sales Management, Credit Risk, Asset Based Lending, Financial Services, Mortgage Lending, Small Business Lending, Vendor Management, Microsoft Office, Commercial Mortgages, Software Documentation, New Business Development, Customer Service, Contract Negotiation, Commercial Banking, Direct Sales, Financial Analysis, Microsoft Excel, Management, Solution Selling, Leadership
Education
Montclair State University 1987 — 1991
Burt Truong's Balboa Capital Experience June 2008 - October 2008
Job GM at Carich Enterprises, Inc.
Industry Staffing and Recruiting
Experience
Carich Enterprises, Inc. May 2011 - Present
Cygolite December 2008 - May 2010
Balboa Capital June 2008 - October 2008
Pelican Parts, Inc. 2005 - 2007
Skills
Social Networking, Account Management, Customer Service
Education
University of California, Riverside 2004 — 2008
BS, Business Administrations
Carich Enterprises, Inc. May 2011 - Present
Cygolite December 2008 - May 2010
Balboa Capital June 2008 - October 2008
Pelican Parts, Inc. 2005 - 2007
Skills
Social Networking, Account Management, Customer Service
Education
University of California, Riverside 2004 — 2008
BS, Business Administrations
Claudia Jenkins's Balboa Capital Experience July 2006 - October 2007
Job Corporate Recruiter at MRC A Xerox Company
Industry Staffing and Recruiting
Experience
MRC - A Xerox Company March 2013 - Present
Aerotek October 2007 - March 2013
Balboa Capital July 2006 - October 2007
Skills
Recruiting, Benefits Negotiation, Organizational..., Human Resources, Applicant Tracking..., Social Networking, Talent Management, College Recruiting, Screening, Onboarding, Customer Service, Technical Recruiting, Internet Recruiting, Hiring, Screening Resumes, Interviews, Temporary Placement, Staffing Services, Job Fairs, Management, Temporary Staffing, Contract Recruitment, Networking, Sourcing, Cold Calling, Talent Acquisition, Resume Writing, Staff Augmentation, Permanent Placement
Education
University of California, Riverside 2001 — 2005
BA, Sociology
UC Irvine
Human Resources Certificate
MRC - A Xerox Company March 2013 - Present
Aerotek October 2007 - March 2013
Balboa Capital July 2006 - October 2007
Skills
Recruiting, Benefits Negotiation, Organizational..., Human Resources, Applicant Tracking..., Social Networking, Talent Management, College Recruiting, Screening, Onboarding, Customer Service, Technical Recruiting, Internet Recruiting, Hiring, Screening Resumes, Interviews, Temporary Placement, Staffing Services, Job Fairs, Management, Temporary Staffing, Contract Recruitment, Networking, Sourcing, Cold Calling, Talent Acquisition, Resume Writing, Staff Augmentation, Permanent Placement
Education
University of California, Riverside 2001 — 2005
BA, Sociology
UC Irvine
Human Resources Certificate
Michael Pechar's Balboa Capital Experience January 2006 - January 2009
Job National Sales Manager at Mountain Plumbing Products
Industry Wholesale
Experience
Mountain Plumbing Products June 2015 - Present
Mountain Plumbing Products January 2013 - June 2015
MDP Group 2009 - January 2013
Balboa Capital January 2006 - January 2009
California Quake 2007 - 2008
Disneyland Resort January 2001 - January 2006
Knott's Berry Farm April 1999 - October 1999
Bank of America August 1997 - July 1998
Skills
Leadership, Microsoft Office, Sales, Customer Service, Negotiation, Event Planning, PowerPoint, Team Leadership, Customer Satisfaction, Marketing Strategy, Management, Sales Management, Account Management
Education
University of Phoenix 2005 — 2009
Business Finance
University of Southern California
Mountain Plumbing Products June 2015 - Present
Mountain Plumbing Products January 2013 - June 2015
MDP Group 2009 - January 2013
Balboa Capital January 2006 - January 2009
California Quake 2007 - 2008
Disneyland Resort January 2001 - January 2006
Knott's Berry Farm April 1999 - October 1999
Bank of America August 1997 - July 1998
Skills
Leadership, Microsoft Office, Sales, Customer Service, Negotiation, Event Planning, PowerPoint, Team Leadership, Customer Satisfaction, Marketing Strategy, Management, Sales Management, Account Management
Education
University of Phoenix 2005 — 2009
Business Finance
University of Southern California
Carl Bretzman's Balboa Capital Experience 2009 - 2010
Job Program Manager at Hertz
Industry Financial Services
Experience
Hertz Corporation/Donlen 2010 - Present
Balboa Capital 2009 - 2010
Siemens Financial Services 2007 - 2008
Huntington Equipment Finance 2006 - 2007
Bell & Howell 1999 - 2006
Skills
Solution Selling, Negotiation, Business Development, Sales
Education
Loyola University Chicago 1974 — 1978
Bachelors, Business Administration, Marketing
Hertz Corporation/Donlen 2010 - Present
Balboa Capital 2009 - 2010
Siemens Financial Services 2007 - 2008
Huntington Equipment Finance 2006 - 2007
Bell & Howell 1999 - 2006
Skills
Solution Selling, Negotiation, Business Development, Sales
Education
Loyola University Chicago 1974 — 1978
Bachelors, Business Administration, Marketing
Robert Hayward's Balboa Capital Experience August 2006 - July 2009
Job Western Region Territory Manager Berry Plastics
Industry Packaging and Containers
Experience
Berry Plastics November 2014 - Present
Hexacomb Corporation a PCA company September 2012 - October 2014
Neway Packaging Corporation July 2009 - September 2012
Balboa Capital August 2006 - July 2009
Southern Wine & Spirits of Nevada March 2003 - July 2005
Skills
Consultative Selling, Account Management, Cold Calling, Sales Management, Equipment Finance, Business Strategy, Distribution, Logistics, Transportation..., Supply Chain Management, Building Relationships, Sales Process, Key Account Management, Packaging, Sales Presentations, Solution Selling, Corrugated, International Sales
Education
UNLV 1996 — 2002
Bachelor Of Arts, Communications
Berry Plastics November 2014 - Present
Hexacomb Corporation a PCA company September 2012 - October 2014
Neway Packaging Corporation July 2009 - September 2012
Balboa Capital August 2006 - July 2009
Southern Wine & Spirits of Nevada March 2003 - July 2005
Skills
Consultative Selling, Account Management, Cold Calling, Sales Management, Equipment Finance, Business Strategy, Distribution, Logistics, Transportation..., Supply Chain Management, Building Relationships, Sales Process, Key Account Management, Packaging, Sales Presentations, Solution Selling, Corrugated, International Sales
Education
UNLV 1996 — 2002
Bachelor Of Arts, Communications
Gregory Wong's Balboa Capital Experience October 2005 - March 2007
Job Assistant Manager at First Republic Bank
Industry Banking
Experience
First Republic Bank November 2012 - Present
San Ramon Chamber of Commerce January 2011 - Present
Comerica Bank March 2009 - October 2012
Century Business Services October 2007 - October 2008
Balboa Capital October 2005 - March 2007
Skills
Customer Service, Sales, Public Speaking, Leadership, Canvassing, Project Management, Portfolio Management, Product Management, Account Management, Sales Growth, Auditing, Territory Development, Operations Management, Qualifying Prospects, Process Improvement, New Business Development, Revenue & Profit Growth, Closing Deals, Customer Retention, Retention Management, Integrity, Work Ethic, Consumer Lending, Loans, Credit, Commercial Banking, Small Business Lending, Retail Banking, Banking, Strongly self-motivated, High level of initiative, Customer Satisfaction, Marketing, Sales Operations, Sales Management
Education
University of California, Irvine 2003 — 2007
Bachelor's, Sociology, Minor in Management
First Republic Bank November 2012 - Present
San Ramon Chamber of Commerce January 2011 - Present
Comerica Bank March 2009 - October 2012
Century Business Services October 2007 - October 2008
Balboa Capital October 2005 - March 2007
Skills
Customer Service, Sales, Public Speaking, Leadership, Canvassing, Project Management, Portfolio Management, Product Management, Account Management, Sales Growth, Auditing, Territory Development, Operations Management, Qualifying Prospects, Process Improvement, New Business Development, Revenue & Profit Growth, Closing Deals, Customer Retention, Retention Management, Integrity, Work Ethic, Consumer Lending, Loans, Credit, Commercial Banking, Small Business Lending, Retail Banking, Banking, Strongly self-motivated, High level of initiative, Customer Satisfaction, Marketing, Sales Operations, Sales Management
Education
University of California, Irvine 2003 — 2007
Bachelor's, Sociology, Minor in Management
Louis Mendoza's Balboa Capital Experience June 2005 - March 2009
Job Account Executive at New Hoirzons SoCal
Industry Financial Services
Experience
New Horizons Computer Learning Centers of Southern California April 2009 - Present
Balboa Capital June 2005 - March 2009
Education
University of California, Riverside 2001 — 2005
BA, Business Economics
New Horizons Computer Learning Centers of Southern California April 2009 - Present
Balboa Capital June 2005 - March 2009
Education
University of California, Riverside 2001 — 2005
BA, Business Economics
Jerry Quiriconi's Balboa Capital Experience January 2015 - Present
Job Regional Sales Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital January 2015 - Present
Southeast Capital & Finance, LLC May 2014 - December 2014
Engs Commercial Finance April 2013 - December 2013
Hitachi Capital America Corp February 1998 - April 2013
AT&T Capital Corp April 1996 - October 1998
World Omni Financial / JM Family Enterprises January 1989 - April 1996
GE Capital 1985 - 1990
Skills
Fleet Management, Finance, Vehicles, Credit, Sales Management, New Business Development, Transportation, Business Development, Sales, Risk Management, Strategic Planning, B2B, Account Management, Automotive, Forecasting, Business Strategy, Business Planning, Pricing, Operations Management, Customer Satisfaction, Asset Based Lending, Commercial Lending, Portfolio Management, Team Building, Credit Risk, Executive Management, P&L Management, Relationship Management, Management, Marketing, Training, Customer Retention, Selling, Asset, Corporate Finance, Sales Operations, Competitive Analysis, Underwriting, Sales Process, Budgets, Contract Negotiation, Direct Sales, Financial Services
Education
University of Bridgeport 1978 — 1980
MBA Program
Quinnipiac University - School of Business 1967 — 1971
Bachelor of Science, Marketing
Balboa Capital January 2015 - Present
Southeast Capital & Finance, LLC May 2014 - December 2014
Engs Commercial Finance April 2013 - December 2013
Hitachi Capital America Corp February 1998 - April 2013
AT&T Capital Corp April 1996 - October 1998
World Omni Financial / JM Family Enterprises January 1989 - April 1996
GE Capital 1985 - 1990
Skills
Fleet Management, Finance, Vehicles, Credit, Sales Management, New Business Development, Transportation, Business Development, Sales, Risk Management, Strategic Planning, B2B, Account Management, Automotive, Forecasting, Business Strategy, Business Planning, Pricing, Operations Management, Customer Satisfaction, Asset Based Lending, Commercial Lending, Portfolio Management, Team Building, Credit Risk, Executive Management, P&L Management, Relationship Management, Management, Marketing, Training, Customer Retention, Selling, Asset, Corporate Finance, Sales Operations, Competitive Analysis, Underwriting, Sales Process, Budgets, Contract Negotiation, Direct Sales, Financial Services
Education
University of Bridgeport 1978 — 1980
MBA Program
Quinnipiac University - School of Business 1967 — 1971
Bachelor of Science, Marketing
Wayne Pass's Balboa Capital Experience January 2012 - June 2012
Job Senior Vice President Credit at Engs Commercial Finance Co.
Industry Financial Services
Experience
Engs Commercial Finance Co. July 2012 - Present
Balboa Capital January 2012 - June 2012
TriMark Marlinn July 2009 - December 2011
Key Equipment Finance April 2004 - December 2008
Citicapital Commercial Corp 2003 - 2004
Citigroup 2003 - 2004
ORIX Financial Services 1991 - 2001
Skills
Financial Analysis, Strategic Planning, Management, Portfolio Management, Teamwork, Credit, Forecasting, Finance, Income Statement, Credit Analysis, Underwriting, Commercial Lending, Time Management, Risk Management, Loans, Sales Management, Commercial Banking, Financial Modeling, Account Management, Banking, Financial Services, Negotiation, Credit Risk, Pricing, Asset Based Lending
Education
University of Miami - School of Business 1984 — 1988
BBA
Engs Commercial Finance Co. July 2012 - Present
Balboa Capital January 2012 - June 2012
TriMark Marlinn July 2009 - December 2011
Key Equipment Finance April 2004 - December 2008
Citicapital Commercial Corp 2003 - 2004
Citigroup 2003 - 2004
ORIX Financial Services 1991 - 2001
Skills
Financial Analysis, Strategic Planning, Management, Portfolio Management, Teamwork, Credit, Forecasting, Finance, Income Statement, Credit Analysis, Underwriting, Commercial Lending, Time Management, Risk Management, Loans, Sales Management, Commercial Banking, Financial Modeling, Account Management, Banking, Financial Services, Negotiation, Credit Risk, Pricing, Asset Based Lending
Education
University of Miami - School of Business 1984 — 1988
BBA
Bonny Williams's Balboa Capital Experience December 2013 - Present
Job Human Resources Generalist at Balboa Capital
Industry Human Resources
Experience
Balboa Capital December 2013 - Present
Discount Tire Centers June 2011 - December 2013
Self Employed- Technical Writer January 2011 - June 2011
American Home Mortgage April 2007 - April 2009
American Home Mortgage Servicing April 2006 - April 2007
Option One Mortgage July 2003 - April 2006
Option One Mortgage July 2001 - July 2003
Skills
Loans, Retail, Customer Service, Payroll, Human Resources, Training, Recruiting, Employee Relations, Benefits Administration, Onboarding, Employee Benefits, Personnel Management, Employee Training, Accounts Receivable
Education
University of California, Irvine 1995 — 2001
B.A., Studio Art
Balboa Capital December 2013 - Present
Discount Tire Centers June 2011 - December 2013
Self Employed- Technical Writer January 2011 - June 2011
American Home Mortgage April 2007 - April 2009
American Home Mortgage Servicing April 2006 - April 2007
Option One Mortgage July 2003 - April 2006
Option One Mortgage July 2001 - July 2003
Skills
Loans, Retail, Customer Service, Payroll, Human Resources, Training, Recruiting, Employee Relations, Benefits Administration, Onboarding, Employee Benefits, Personnel Management, Employee Training, Accounts Receivable
Education
University of California, Irvine 1995 — 2001
B.A., Studio Art
Al Vaks's Balboa Capital Experience January 1997 - May 2008
Job Business Development Manager
Industry Information Technology and Services
Experience
FDC International FZE -Dubai January 2010 - July 2015
Tejari June 2008 - January 2009
Balboa Capital January 1997 - May 2008
H.J Meyers & Company September 1993 - May 1996
Skills
Business Development, Start-ups, Marketing Strategy, B2B, Sales Operations, Management, Team Management, Business Planning, Sales, Negotiation, Marketing, Leadership, Market Research, Strategy, Online Advertising, Competitive Analysis, Business Strategy, Project Management, Product Management, New Business Development, Strategic Partnerships
Education
San Francisco State University
International Relations and Affairs
FDC International FZE -Dubai January 2010 - July 2015
Tejari June 2008 - January 2009
Balboa Capital January 1997 - May 2008
H.J Meyers & Company September 1993 - May 1996
Skills
Business Development, Start-ups, Marketing Strategy, B2B, Sales Operations, Management, Team Management, Business Planning, Sales, Negotiation, Marketing, Leadership, Market Research, Strategy, Online Advertising, Competitive Analysis, Business Strategy, Project Management, Product Management, New Business Development, Strategic Partnerships
Education
San Francisco State University
International Relations and Affairs
Ben Baldwin's Balboa Capital Experience December 2003 - August 2005
Job Sales/Business Development/PGA Professional at Best Approach Publications
Industry Sports
Experience
Best Approach Publications July 2005 - Present
Balboa Capital December 2003 - August 2005
Fore Star Golf Management September 2001 - November 2003
Skills
Golf, Merchandising, Golf Courses, Inventory Management, Event Management, Customer Service, Sales Management, Marketing Strategy, Customer Relations, Golf Instruction, Public Speaking, Golf Course Management, Social Media, Sales, Sports Marketing, Coaching, Tournaments, Club, Sports, PGA, Sponsorship, Sports Industry, Sports Coaching, Sports Management, Sponsorship Sales, Member Relations, Junior Golf, Golf Club Repair, Golf Management, Golf Equipment, Golf Clubs
Education
PGA PGM Graduate 2000 — 2007
Class A PGA membership
New Mexico State University 1998 — 2002
Marketing, Professional Golf Management
Best Approach Publications July 2005 - Present
Balboa Capital December 2003 - August 2005
Fore Star Golf Management September 2001 - November 2003
Skills
Golf, Merchandising, Golf Courses, Inventory Management, Event Management, Customer Service, Sales Management, Marketing Strategy, Customer Relations, Golf Instruction, Public Speaking, Golf Course Management, Social Media, Sales, Sports Marketing, Coaching, Tournaments, Club, Sports, PGA, Sponsorship, Sports Industry, Sports Coaching, Sports Management, Sponsorship Sales, Member Relations, Junior Golf, Golf Club Repair, Golf Management, Golf Equipment, Golf Clubs
Education
PGA PGM Graduate 2000 — 2007
Class A PGA membership
New Mexico State University 1998 — 2002
Marketing, Professional Golf Management
Jen Shen's Balboa Capital Experience December 2010 - November 2012
Job Sr. Principal Software Engineer Business Intelligence at Western Digital
Industry Information Technology and Services
Experience
Western Digital October 2012 - Present
Balboa Capital December 2010 - November 2012
Ingram Micro June 2007 - December 2010
Molina Healthcare January 2006 - June 2007
Skills
SSRS, Crystal Reports, ASP.NET, SSAS 2008, SSIS, Data Warehouse..., Database Design, Data Modeling, Business Intelligence, OLAP, MDX, Data Integration, Business Analysis, Pivot Tables, CSS, Analytics, Microsoft SQL Server, SQL, Data Mining, ETL, Business Objects, Databases, Data Warehousing
Education
University of Illinois at Chicago 2004 — 2005
Master of Science
Shanghai University 1998 — 2002
Bachelor of science
Western Digital October 2012 - Present
Balboa Capital December 2010 - November 2012
Ingram Micro June 2007 - December 2010
Molina Healthcare January 2006 - June 2007
Skills
SSRS, Crystal Reports, ASP.NET, SSAS 2008, SSIS, Data Warehouse..., Database Design, Data Modeling, Business Intelligence, OLAP, MDX, Data Integration, Business Analysis, Pivot Tables, CSS, Analytics, Microsoft SQL Server, SQL, Data Mining, ETL, Business Objects, Databases, Data Warehousing
Education
University of Illinois at Chicago 2004 — 2005
Master of Science
Shanghai University 1998 — 2002
Bachelor of science
Michael Zotika's Balboa Capital Experience 2003 - 2004
Job Assistant Vice President at Lawyer's Title Company
Industry Real Estate
Experience
Lawyer's Title Company November 2005 - Present
Balboa Capital 2003 - 2004
Education
Northern Arizona University-The W. A. Franke College of Business 1999 — 2002
Bachelor of Science in Business Administration, Finance
Lawyer's Title Company November 2005 - Present
Balboa Capital 2003 - 2004
Education
Northern Arizona University-The W. A. Franke College of Business 1999 — 2002
Bachelor of Science in Business Administration, Finance
Galen Busse's Balboa Capital Experience July 2013 - Present
Job Regional Manager at Balboa Capital
Industry Financial Services
Experience
Balboa Capital July 2013 - Present
Western Equipment Finance February 2011 - July 2013
Summit Funding Group November 2008 - February 2011
Popular Equipment Fiance October 2007 - October 2008
US Express Leasing (USXL) March 2007 - September 2007
GE / HPSC January 2004 - February 2007
HPSC December 1999 - January 2004
GTE Lease April 1998 - November 1999
JLA Credit Corporation November 1995 - April 1998
Prospect Leasing Company August 1994 - November 1995
Skills
Loans, Sales, Finance, Credit Analysis, Small Business, Credit, Business Development, Banking, Commercial Lending, Business Planning, Forecasting, Portfolio Management, Selling, Sales Management, Strategy, Financial Modeling, Account Management, New Business Development, Asset Based Lending, Funding, Small Business Lending, Executive Management, Commercial Finance, Relationship Management, Mortgage Lending, Risk Management, Financial Analysis, Mergers & Acquisitions, Credit Risk, Strategic Planning, Sales Process, Investments, Financial Services, Underwriting, Leadership, Start-ups, Commercial Banking, Financial Structuring, Factoring, Strategic Financial..., Corporate Finance
Education
Sam Houston State University 1977 — 1981
Bachelor of Business Administration (BBA), Management
Balboa Capital July 2013 - Present
Western Equipment Finance February 2011 - July 2013
Summit Funding Group November 2008 - February 2011
Popular Equipment Fiance October 2007 - October 2008
US Express Leasing (USXL) March 2007 - September 2007
GE / HPSC January 2004 - February 2007
HPSC December 1999 - January 2004
GTE Lease April 1998 - November 1999
JLA Credit Corporation November 1995 - April 1998
Prospect Leasing Company August 1994 - November 1995
Skills
Loans, Sales, Finance, Credit Analysis, Small Business, Credit, Business Development, Banking, Commercial Lending, Business Planning, Forecasting, Portfolio Management, Selling, Sales Management, Strategy, Financial Modeling, Account Management, New Business Development, Asset Based Lending, Funding, Small Business Lending, Executive Management, Commercial Finance, Relationship Management, Mortgage Lending, Risk Management, Financial Analysis, Mergers & Acquisitions, Credit Risk, Strategic Planning, Sales Process, Investments, Financial Services, Underwriting, Leadership, Start-ups, Commercial Banking, Financial Structuring, Factoring, Strategic Financial..., Corporate Finance
Education
Sam Houston State University 1977 — 1981
Bachelor of Business Administration (BBA), Management
Jason Huey's Balboa Capital Experience 2008 - 2009
Job Owner Hollux Industries, Accountant and Operations Manager at SALT. Optics
Industry Apparel & Fashion
Experience
Hollux Industries 2010 - Present
SALT. Optics 2009 - Present
Balboa Capital 2008 - 2009
Nordstrom 2007 - 2008
Skills
Sales, Retail, Customer Service, Sales Management, Marketing
Education
University of California, Santa Barbara 2005 — 2008
Bachelors, Business Economics with an emphasis in Accounting
Hollux Industries 2010 - Present
SALT. Optics 2009 - Present
Balboa Capital 2008 - 2009
Nordstrom 2007 - 2008
Skills
Sales, Retail, Customer Service, Sales Management, Marketing
Education
University of California, Santa Barbara 2005 — 2008
Bachelors, Business Economics with an emphasis in Accounting
Michael Pollastro's Balboa Capital Experience August 2010 - October 2011
Job Manager/Partner at Traditional Moving Company
Industry Transportation/Trucking/Railroad
Experience
Traditional Moving Company May 2011 - Present
Balboa Capital August 2010 - October 2011
InteliLease January 2010 - August 2011
Skills
Cold Calling, Account Management, Salesforce.com, Direct Sales, Sales, Sales Process, Sales Management, Selling, New Business Development, Credit, Solution Selling, Loans
Education
Saddleback College 2008 — 2010
El Toro High School 1999 — 2003
Traditional Moving Company May 2011 - Present
Balboa Capital August 2010 - October 2011
InteliLease January 2010 - August 2011
Skills
Cold Calling, Account Management, Salesforce.com, Direct Sales, Sales, Sales Process, Sales Management, Selling, New Business Development, Credit, Solution Selling, Loans
Education
Saddleback College 2008 — 2010
El Toro High School 1999 — 2003
Brian Nguyen's Balboa Capital Experience 2004 - 2007
Job Manager, Business Development at QuinStreet
Industry Marketing and Advertising
Experience
QuinStreet July 2013 - November 2014
AcademixDirect 2008 - 2012
Balboa Capital 2004 - 2007
Skills
Lead Generation, Customer Relations, Consultative Selling, Account Management, New Business Development, Solution Selling, Sales Management, Strategic Planning, Marketing Strategy, Selling, Online Marketing, Conversion Optimization, Product Marketing, Forecasting, Contract Negotiation, Business Strategy, Start-ups, Customer Service, Online Lead Generation, Strategic Partnerships, Online Advertising, Leadership, Sales
Education
University of California, Irvine
BA, Economics, Management
QuinStreet July 2013 - November 2014
AcademixDirect 2008 - 2012
Balboa Capital 2004 - 2007
Skills
Lead Generation, Customer Relations, Consultative Selling, Account Management, New Business Development, Solution Selling, Sales Management, Strategic Planning, Marketing Strategy, Selling, Online Marketing, Conversion Optimization, Product Marketing, Forecasting, Contract Negotiation, Business Strategy, Start-ups, Customer Service, Online Lead Generation, Strategic Partnerships, Online Advertising, Leadership, Sales
Education
University of California, Irvine
BA, Economics, Management
Brian Sigler's Balboa Capital Experience 2003 - 2004
Job Investor Relations at RealtyMogul.com
Industry Financial Services
Experience
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
RealtyMogul.com 2015 - Present
Barclays Wealth and Investment Management, Americas 2013 - 2015
Morgan Stanley 2009 - 2013
Lehman Brothers 2008 - 2008
Strada Capital Corporation 2004 - 2007
Balboa Capital 2003 - 2004
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Valuation & Financial Analysis, Entrepreneurship
University of California, Los Angeles 1999 — 2003
BA, Business Economics, Minor: Accounting
Sunny Hills High School 1995 — 1999
Tiffany Shelton's Balboa Capital Experience April 2007 - December 2007
Job Billing Clerk Aegion Corp
Industry Oil & Energy
Experience
Aegion Corporation May 2015 - Present
Pacific Aerospace Resources and Technologies February 2014 - August 2014
TIMEC Company, Inc. December 2007 - November 2013
Balboa Capital April 2007 - December 2007
Skills
Oil/Gas, Petrochemical, Petroleum, Pipelines, Gas, Financial Reporting, Financial Services, Cost Control, Data Analysis, Data Entry, Client Billing, Safety Management..., Construction Safety, Supervisory Skills, Workplace Safety, Refinery, Occupational Health, Inspection, Industrial Safety, Contract Management, Accident Investigation
Education
University Of Pnoenix 2007 — 2014
Associate of Science (A.S.), Psychology
University of Phoenix 2007 — 2014
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
University of Phoenix
Master of Business Administration (M.B.A.), Accounting and Finance
Aegion Corporation May 2015 - Present
Pacific Aerospace Resources and Technologies February 2014 - August 2014
TIMEC Company, Inc. December 2007 - November 2013
Balboa Capital April 2007 - December 2007
Skills
Oil/Gas, Petrochemical, Petroleum, Pipelines, Gas, Financial Reporting, Financial Services, Cost Control, Data Analysis, Data Entry, Client Billing, Safety Management..., Construction Safety, Supervisory Skills, Workplace Safety, Refinery, Occupational Health, Inspection, Industrial Safety, Contract Management, Accident Investigation
Education
University Of Pnoenix 2007 — 2014
Associate of Science (A.S.), Psychology
University of Phoenix 2007 — 2014
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
University of Phoenix
Master of Business Administration (M.B.A.), Accounting and Finance
Stephen Kielty's Balboa Capital Experience November 2011 - February 2015
Job Equipment Finance
Industry Retail
Experience
Balboa Capital November 2011 - February 2015
Bank of America November 2010 - June 2011
Wells Fargo Home Mortgage November 2001 - March 2010
Marriott International September 2000 - November 2001
Donald Krotee Architects / Pinnacle One / Fred Cook Architects – Orange County January 1990 - September 2000
Edgington Spink Hyne - Windsor, England November 1988 - December 1990
Education
Southern California Institute of Architecture
Masters, Architecture
University of California, San Diego
B.A
Balboa Capital November 2011 - February 2015
Bank of America November 2010 - June 2011
Wells Fargo Home Mortgage November 2001 - March 2010
Marriott International September 2000 - November 2001
Donald Krotee Architects / Pinnacle One / Fred Cook Architects – Orange County January 1990 - September 2000
Edgington Spink Hyne - Windsor, England November 1988 - December 1990
Education
Southern California Institute of Architecture
Masters, Architecture
University of California, San Diego
B.A
April Karstadt's Balboa Capital Experience November 2014 - Present
Job Sales Operations Administrator at Balboa Capital
Industry Real Estate
Experience
Balboa Capital November 2014 - Present
Balboa Capital March 2014 - November 2014
Auction.com December 2012 - December 2013
Grace Lutheran Preschool and Kindergarten December 2011 - November 2012
Skills
REO, Real Estate Transactions, Real Estate, Real Estate Development, Buyer Representation, Selling, Investments, Marketing, Customer Service, Team Building, Sales Operations, Sales, Contract Negotiation, Microsoft Office
Education
UCLA 2007 — 2009
Bachelor's Degree, Political Science
Moorpark College
Balboa Capital November 2014 - Present
Balboa Capital March 2014 - November 2014
Auction.com December 2012 - December 2013
Grace Lutheran Preschool and Kindergarten December 2011 - November 2012
Skills
REO, Real Estate Transactions, Real Estate, Real Estate Development, Buyer Representation, Selling, Investments, Marketing, Customer Service, Team Building, Sales Operations, Sales, Contract Negotiation, Microsoft Office
Education
UCLA 2007 — 2009
Bachelor's Degree, Political Science
Moorpark College
Morgan Stump's Balboa Capital Experience 2003 - 2005
Job VicePresident, Business Development Manager
Industry Financial Services
Experience
Wells Fargo Practice Finance October 2012 - Present
Wells Fargo October 2010 - October 2012
Envision Capital Group March 2007 - September 2010
Balboa Capital 2003 - 2005
Skills
Consultative Selling, Underwriting, Commercial Banking, Credit, Account Management, Business Acquisition, Team Building, Dependency
Education
University of Oregon 1997 — 2003
Bachelor's degree, Business Admin/Poly Science
West Albany HS
Wells Fargo Practice Finance October 2012 - Present
Wells Fargo October 2010 - October 2012
Envision Capital Group March 2007 - September 2010
Balboa Capital 2003 - 2005
Skills
Consultative Selling, Underwriting, Commercial Banking, Credit, Account Management, Business Acquisition, Team Building, Dependency
Education
University of Oregon 1997 — 2003
Bachelor's degree, Business Admin/Poly Science
West Albany HS
Pamela Rossignol's Balboa Capital Experience April 2012 - July 2014
Job Regional Sales Manager Ascentium Capital
Industry Financial Services
Experience
Ascentium Capital July 2014 - Present
Balboa Capital April 2012 - July 2014
Cybex International 2000 - 2005
Skills
Credit, Sales Management, Account Management, New Business Development, Business Development, Sales, Direct Sales, Commercial Lending, Selling, Commercial Finance
Education
University of Maine
Ascentium Capital July 2014 - Present
Balboa Capital April 2012 - July 2014
Cybex International 2000 - 2005
Skills
Credit, Sales Management, Account Management, New Business Development, Business Development, Sales, Direct Sales, Commercial Lending, Selling, Commercial Finance
Education
University of Maine
Brian Lam's Balboa Capital Experience August 2015 - August 2015
Job Recent graduate from UC Berkeley
Industry Financial Services
Experience
Balboa Capital August 2015 - August 2015
Square March 2015 - April 2015
Citi June 2013 - August 2013
Vista Point Advisors August 2012 - October 2012
Western Peaks Financial Corporation June 2012 - August 2012
Moors & Cabot May 2012 - July 2012
Skills
Financial Analysis, Finance, Portfolio Management
Education
University of California, Berkeley 2012 — 2014
Interdisciplinary Studies, Business Administration, Sociology, Information
Ohlone College
Associate’s Degree
Balboa Capital August 2015 - August 2015
Square March 2015 - April 2015
Citi June 2013 - August 2013
Vista Point Advisors August 2012 - October 2012
Western Peaks Financial Corporation June 2012 - August 2012
Moors & Cabot May 2012 - July 2012
Skills
Financial Analysis, Finance, Portfolio Management
Education
University of California, Berkeley 2012 — 2014
Interdisciplinary Studies, Business Administration, Sociology, Information
Ohlone College
Associate’s Degree
Erik Barlow's Balboa Capital Experience October 2005 - January 2006
Job Experienced Project Coordinator, Construction Specialist
Industry Construction
Experience
Springboard Solutions March 2012 - Present
West Coast R&R November 2011 - January 2012
W.R. Layne Construction & Engineering May 2008 - July 2009
W.R. Layne Construction & Engineering March 2006 - May 2008
Balboa Capital October 2005 - January 2006
University of California, Riverside July 2004 - July 2005
Skills
Construction, Procurement, Project Management, Training
Education
University of California, Riverside 2001 — 2005
Bachelor of Arts, English
Springboard Solutions March 2012 - Present
West Coast R&R November 2011 - January 2012
W.R. Layne Construction & Engineering May 2008 - July 2009
W.R. Layne Construction & Engineering March 2006 - May 2008
Balboa Capital October 2005 - January 2006
University of California, Riverside July 2004 - July 2005
Skills
Construction, Procurement, Project Management, Training
Education
University of California, Riverside 2001 — 2005
Bachelor of Arts, English
Marco Vivanti's Balboa Capital Experience February 2006 - August 2008
Job Accountant
Industry Accounting
Experience
NuVision Federal Credit Union September 2013 - July 2015
Pacific Resource Credit Union March 2009 - September 2013
Balboa Capital February 2006 - August 2008
Skills
Financial Accounting, Account Reconciliation, General Ledger, Journal Entries, Accruals, Variance Analysis, Internal Controls, Bank Reconciliation, US GAAP, Accounts Payable, Invoicing, Balance, Financial Statements
Education
Loyola Marymount University 1997 — 2000
Master of Business Administration (MBA), Accounting and Finance
NuVision Federal Credit Union September 2013 - July 2015
Pacific Resource Credit Union March 2009 - September 2013
Balboa Capital February 2006 - August 2008
Skills
Financial Accounting, Account Reconciliation, General Ledger, Journal Entries, Accruals, Variance Analysis, Internal Controls, Bank Reconciliation, US GAAP, Accounts Payable, Invoicing, Balance, Financial Statements
Education
Loyola Marymount University 1997 — 2000
Master of Business Administration (MBA), Accounting and Finance
Mohammed Chehata's Balboa Capital Experience 2013 - 2014
Job Student Member at ALPFA
Industry
Experience
Balboa Capital 2013 - 2014
LA & SF Specialty October 2012 - July 2013
Black Entertainment Television (BET) October 2012 - March 2013
Crimson Marketing & Public Relations (CMPR) June 2012 - September 2012
UCLA Early Academic Outreach Program (EAOP) December 2010 - June 2012
Merrill Lynch Wealth Management October 2011 - January 2012
Active Nutrition June 2011 - October 2011
Riordan Healthcare Management Program September 2010 - June 2011
Cerritos College August 2009 - May 2010
Skills
Public Speaking, Research, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Office, Financial Analysis, Leadership, Social Media, Data Analysis, Microsoft Word, Marketing, Strategic Planning, Event Management, Customer Service, Teamwork, Management, Editing, Time Management
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Economics
CELTA
Warren High
Balboa Capital 2013 - 2014
LA & SF Specialty October 2012 - July 2013
Black Entertainment Television (BET) October 2012 - March 2013
Crimson Marketing & Public Relations (CMPR) June 2012 - September 2012
UCLA Early Academic Outreach Program (EAOP) December 2010 - June 2012
Merrill Lynch Wealth Management October 2011 - January 2012
Active Nutrition June 2011 - October 2011
Riordan Healthcare Management Program September 2010 - June 2011
Cerritos College August 2009 - May 2010
Skills
Public Speaking, Research, Fundraising, Event Planning, PowerPoint, Microsoft Excel, Community Outreach, Microsoft Office, Financial Analysis, Leadership, Social Media, Data Analysis, Microsoft Word, Marketing, Strategic Planning, Event Management, Customer Service, Teamwork, Management, Editing, Time Management
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts, Economics
CELTA
Warren High
Scott Darchuk's Balboa Capital Experience July 2012 - May 2015
Job at
Industry Financial Services
Experience
IMCA Capital May 2015 - Present
Balboa Capital July 2012 - May 2015
Big 5 Sporting Goods May 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Sales, PowerPoint, Leadership, Microsoft Word, Account Management, Time Management, Teamwork, Outlook, Customer Satisfaction, New Business Development, Marketing
Education
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Agribusiness Economics and Management
IMCA Capital May 2015 - Present
Balboa Capital July 2012 - May 2015
Big 5 Sporting Goods May 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Sales, PowerPoint, Leadership, Microsoft Word, Account Management, Time Management, Teamwork, Outlook, Customer Satisfaction, New Business Development, Marketing
Education
University of Arizona 2006 — 2010
Bachelor of Science (B.S.), Agribusiness Economics and Management
Thomas MacKoul's Balboa Capital Experience September 2012 - December 2012
Job Financial Services
Industry Financial Services
Experience
Balboa Capital September 2012 - December 2012
Multi-State Home Lending September 2010 - September 2012
Education
University of California, Riverside 2007 — 2012
Bachelor of Arts (B.A.), Sociology
Balboa Capital September 2012 - December 2012
Multi-State Home Lending September 2010 - September 2012
Education
University of California, Riverside 2007 — 2012
Bachelor of Arts (B.A.), Sociology
Daniel Loli's Balboa Capital Experience April 2013 - August 2013
Job Leader: Customer Service, Sales. Helps Foster Relationships Sales Person of the Month, Cold Caller of the Month.
Industry Political Organization
Experience
Ben4RCCD April 2014 - November 2014
Balboa Capital April 2013 - August 2013
MJC AMERICA June 2012 - September 2012
MJC AMERICA June 2009 - September 2009
MJC AMERICA June 2008 - September 2008
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Customer Service, Velocify, SalesLogix, Leadership, Communication, Microsoft Suites, Sales, Marketing, Social Networking, Finance
Education
University of California, Riverside 2008 — 2012
Bachelor of Arts (BA), Sociology and Law / Society
Damien High School 2004 — 2008
High School Diploma
Ben4RCCD April 2014 - November 2014
Balboa Capital April 2013 - August 2013
MJC AMERICA June 2012 - September 2012
MJC AMERICA June 2009 - September 2009
MJC AMERICA June 2008 - September 2008
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Customer Service, Velocify, SalesLogix, Leadership, Communication, Microsoft Suites, Sales, Marketing, Social Networking, Finance
Education
University of California, Riverside 2008 — 2012
Bachelor of Arts (BA), Sociology and Law / Society
Damien High School 2004 — 2008
High School Diploma
Josh Caballero's Balboa Capital Experience Sales AssociateBalboa CapitalOctober 2012 - Present
Job Account Executive at Balboa Capital
Industry Financial Services
Experience
Balboa Capital Sales AssociateBalboa CapitalOctober 2012 - Present
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Global & International Studies
Balboa Capital Sales AssociateBalboa CapitalOctober 2012 - Present
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Global & International Studies
Diego Avellaneda's Balboa Capital Experience November 2014 - Present
Job Account Executive at Alliance Funding Group
Industry Insurance
Experience
Balboa Capital November 2014 - Present
Frontier International Group January 2012 - October 2014
Allstate January 2009 - February 2013
Skills
Customer Service, Retirement Planning, Financial Analysis, Sales, Microsoft Excel, Business Analysis, Strategic Planning, Reinsurance, IRAs, Team Building, Investments, Small Business, Leadership, Medicare
Education
Saddleback College 2006 — 2010
Business Administration
Balboa Capital November 2014 - Present
Frontier International Group January 2012 - October 2014
Allstate January 2009 - February 2013
Skills
Customer Service, Retirement Planning, Financial Analysis, Sales, Microsoft Excel, Business Analysis, Strategic Planning, Reinsurance, IRAs, Team Building, Investments, Small Business, Leadership, Medicare
Education
Saddleback College 2006 — 2010
Business Administration
Danielle Spain's Balboa Capital Experience January 2014 - July 2014
Job Commercial Credit Analyst at Tri Counties Bank
Industry Banking
Experience
Tri Counties Bank September 2014 - Present
Balboa Capital January 2014 - July 2014
Balboa Capital June 2013 - January 2014
Skills
PowerPoint, Customer Service, Microsoft Excel, Finance, Financial Analysis, Leadership, Sales, Salesforce.com, Marketing, Market Research, Banking, Forecasting, Time Management
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Sierra College 2008 — 2010
Associate of Science (A.S.), Business Administration
Tri Counties Bank September 2014 - Present
Balboa Capital January 2014 - July 2014
Balboa Capital June 2013 - January 2014
Skills
PowerPoint, Customer Service, Microsoft Excel, Finance, Financial Analysis, Leadership, Sales, Salesforce.com, Marketing, Market Research, Banking, Forecasting, Time Management
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Finance
Sierra College 2008 — 2010
Associate of Science (A.S.), Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY