Cal Coast Financial
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Cal Coast Financial Employees
technology startup 2015 - Present
Bank of America 2014 - 2015
Deloitte Digital 2011 - 2014
NapkinScholar 2012 - 2013
UC Irvine 2008 - 2011
Cal Coast Financial 2004 - 2007
AT&T Mobility 2003 - 2004
UC Irvine 2001 - 2003
Skills
Quality Center, Quality Assurance, Adobe CQ, Consulting, Cloud Computing, Information Management, Project Management, Microsoft Excel, Microsoft Office, Management Consulting, Research, Public Speaking, Strategic Planning, Business Analysis, Process Improvement, Business Strategy, Management, Training, SDLC, Leadership, Agile Methodologies, Agile Testing, Offshore Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics, 3.7/4.0
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA)
ICE Safety Solutions, Inc July 2011 - Present
Intero Real Estate Services April 2009 - June 2011
Cal Coast Financial February 1998 - July 2004
Skills
Training, Leadership Development, Coaching, Organizational..., Training Delivery, Instructional Design, Emergency Management, Employee Training, Team Building, Performance Management, Workshop Facilitation, Employee Relations, Instructor-led Training, First Aid, Project Management, Software Documentation, Management, Sales, Leadership
Education
California State University-Hayward
BA, Human Development
Ohlone College
AA Liberal Arts
Benefitfocus February 2014 - Present
Oracle March 2013 - December 2013
FICO 2012 - 2013
IBM 2010 - 2012
ClairMail (now Monitise) 2007 - 2009
Cal Coast Financial 2004 - 2007
Computer Associates (CA) 2000 - 2004
Skills
Negotiation, Leadership, Coaching, SaaS, Enterprise Software, Solution Selling, Professional Services, Salesforce.com, Business Intelligence, Business Alliances, Direct Sales, Mobile Devices, Start-ups, Strategic Partnerships, Account Management, CRM, Sales Enablement, Strategic Planning, Team Building, Sales Process, Strategy, Selling, Business Development, Integration, Competitive Analysis, Channel Partners, Management, Sales, New Business Development, Sales Operations, Entrepreneurship, Sales Presentations, Contract Negotiation, Sales Management, Business Planning, Software Industry
Education
University of California, Berkeley 1997 — 1999
BA, Political Economy of Industrial Societies
Diversified Mortgage Group July 2013 - Present
Cal Coast Financial February 2012 - July 2013
Comstock Mortgage 2009 - February 2012
First Security Financial Group 2002 - 2009
Peakstone Corporation July 2000 - October 2002
Lycos, Inc. 1999 - 2000
BMC Software 1997 - 1999
Skills
Investors, Mortgage Banking, Refinance, Mortgage Lending, FHA, REO, Loan Origination, Residential Mortgages
Education
High School
UC Berkeley
Bachelor's degree, Statistics
Cal Coast Financial September 2011 - Present
REALTY WORLD MILLENNIUM January 2000 - Present
Realty World Northern California & Nevada August 1995 - February 2009
Skills
Real Estate Economics, Time Management, Real Estate, Negotiation, Sellers, Mortgage Lending, FHA, First Time Home Buyers, Real Estate Transactions, Blogging, Investment Properties, Short Sales, Foreclosures, HUD, Refinance
Education
University of San Diego 1982 — 1987
Bachlors, Business Administration
Colorado Mesa University 1980 — 1982
Associates, Accounting
Cal Coast Financial February 1990 - Present
Skills
FHA, VA, First Time Home Buyers, Investment Properties, Short Sales, Foreclosures, REO, Vacation Homes, Refinance, SFR
Education
Golden Gate University 1983 — 1986
MBA, Finance & Management
Cal Coast Financial 2010 - Present
Clean Tech Open (CTO) February 2009 - December 2010
Various Positions October 2007 - June 2010
Cornish & Carey Capital February 2007 - September 2007
Forxone Capital October 2005 - December 2006
Keefe, Bruyette & Woods May 2004 - February 2006
Standish Mellon Asset Management August 2002 - April 2004
Charles Schwab January 2002 - July 2002
Deloitte January 2001 - November 2001
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Business Administration, Concentration: Accounting
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Financial Risk Manager (FRM)
Cal Coast Financial March 2011 - Present
Compass Mortgage Advisors 2008 - 2011
Diablo Funding Blackhawk 2002 - 2008
Skills
Mortgage Lending, Refinance, Real Estate, Loans, Short Sales, Foreclosures, Residential Homes, Referrals, Construction Loans, Sales, Negotiation, Reverse Mortgages, FHA financing, FHA, Buyer Representation, Real Estate Transactions, Investors, HUD, USDA, Sellers, First Time Home Buyers, Commercial Real Estate, Certified Mortgage..., VA loans, Condos, Residential Mortgages, REO, Investment Properties, Mortgage Banking, Marketing, Relocation, Sales Management, Credit, Real Estate Financing, Small Business, Single Family Homes, Selling, Loan Origination, Team Management, FHA Financing, VA Loans
Education
University of California, Santa Barbara
BA, Sociology
Capital One Home Loans April 2015 - Present
Capital One Home Loans November 2013 - April 2015
Capital One Home Loans September 2010 - November 2013
Cal Coast Financial November 2009 - August 2010
Wachovia, A Wells Fargo Company November 2008 - July 2009
Wachovia August 2008 - October 2008
Platinum Group Funding August 2003 - July 2008
Skills
Loans, Mortgage Lending, Customer Satisfaction, Management, Leadership, Refinance, FHA, Training, Real Estate, Coaching, Selling, Sales, Mortgage Banking, Customer Service, Finance, Negotiation, Strategy, Credit
Education
Ohlone College 2000 — 2003
AA, Business Administration
Cal Coast Financial Transaction CoordinatorPacific Realty PartnersJanuary 2008 - March 2009
Education
California State University-East Bay
BA, Human Development