Clayton Company
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Clayton Employees
W.J. Bradley Mortgage Capital, LLC September 2013 - Present
Clayton June 2012 - August 2013
Quish & Co September 2011 - June 2012
Camp Bow Wow May 2009 - September 2010
Skills
Microsoft Excel, VBA, SQL, Financial Analysis, Financial Modeling, Quantitative Analytics, Data Analysis, Due Diligence
Education
University of London, Goldsmiths 2010 — 2010
History and Political Science focus
University of Colorado at Boulder 2006 — 2010
Bachelor's degree, Applied Mathematics
Mosaic Training & Development, Inc. October 2014 - February 2015
Fidelity Investments January 2014 - September 2014
Clayton 2010 - 2013
Clayton 2007 - 2009
US Army 2003 - 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Data Analysis, Financial Reporting, Process Improvement, Credit Risk, Financial Risk, Relationship Management, Leadership, Research, Technical Writing, SQL, Microsoft Excel, MicroStrategy, Problem Solving, Product Innovation, Business Analysis, Business Process, Microsoft Office, Banking
Education
University of Colorado at Denver
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Political Science
Acadamia de Espanol - Antigua, Guatemala
Advanced Spanish Certification
Bayview Asset Management, LLC June 2014 - Present
Clayton February 2013 - July 2013
Bank of America June 2012 - January 2013
JCIII & Associates May 2009 - August 2011
Guaranteed Home Mortgage February 2007 - April 2009
Skills
Mortgage Lending, Credit, Loans, Real Estate, Software Documentation, Financial Risk, Default, Due Diligence, Customer Service, Foreclosures, Mortgage Banking, Investments, Mortgage Underwriting, Residential Mortgages, Loan Origination, Public Speaking, Analysis
Education
University of Pennsylvania 2013 — 2015
Bachelor's degree, Political Science and Economic Policy, Junior
Hillsborough Community College 2010 — 2012
Associate of Arts, Economics
United States Navy: Fire Controlman 1997 — 2000
Certificate of Completion, Advanced Electronics & Computer Field (AECF)
Nationstar Mortgage Special Servicing January 2015 - Present
Hayman Capital Management September 2012 - December 2014
Treesdale Partners September 2008 - March 2012
RBS Greenwich Capital June 2005 - August 2008
Ambac June 2003 - June 2005
GMAC ResCap May 1998 - June 2003
Clayton May 1998 - April 2001
Prudential Asset Recovery/Relocation December 1995 - May 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Surveillance, Market Risk, Residential Mortgages, RMBS, MBS, ABS, Whole Loans, Special Servicing, Loan Servicing, Loss Mitigation, Portfolio Management, Securitization, Credit Analysis, Credit Risk, Loans, Servicing, REO, CMBS, Structured Finance, Capital Markets, Asset Management, Mortgage, Credit, Securities, Bloomberg, Asset Managment, Finance, Financial Structuring, Mortgage Lending
Education
The University of Connecticut 1988 — 1992
Bachelor of Science (B.S.), Finance
St. Joseph High School 1984 — 1988
HS Diploma, Honors, College Preparation
Clayton November 2010 - Present
Delta Dental of Colorado July 2006 - March 2008
Pinnacol Assurance December 2000 - December 2005
COPIC Financial Services August 1998 - November 2000
Skills
Quest SQL Navigator IDE, TOAD, vi, Microsoft SQL Server..., Adobe Acrobat, MatLAB, LaTeX, Statistica 6.0, MapInfo Professional, HTML, JavaScript, Perl, Korn Shell scripting, SQL, TSQL, PL/SQL, Pro*C, Visual Basic, R, Oracle 8.1.7, 9i, 10g, Oracle Designer, Oracle Discoverer, Brio, Microstrategy, SQL*PLUS, SQLLDR, Linux/UNIX, Windows 7/Vista/XP, Tortoise SVN/Subversion, SCCS, PVCS/Serena, Numara Track-It, T-SQL, SQL Server 2005, 2008,..., Monarch Pro, Monarch Data Pump, Tortoise SVN, SAS programming, MS Office Suite (Word,..., SQL*Plus, Toad, Microsoft SQL Server, Analysis, VBA, Access, Data Analysis, Visio
Education
University of Colorado at Denver 2009 — 2017
Bachelor of Science, Physics
University of Colorado at Denver 1995 — 2006
Bachelor of Science, Mathematics
Rex Marine and Boat Club March 2015 - Present
Walmart February 2013 - March 2015
Ahold June 2010 - February 2013
Westy Storage September 2007 - April 2010
Clayton September 2002 - March 2007
Skills
Fundraising for Cancer..., Coaching Youth Lacrosse, Due Diligence, Accounting, Retail, Customer Service, Logistics
Education
University of New England 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Fairfield Prep 1983 — 1986
Clayton Underwriter / Fraud Review / Team LeadClaytonSeptember 2009 - Present
HSBC March 2008 - October 2009
Clayton July 2005 - March 2008
Asset Acceptance March 2004 - July 2005
Tampa Area Marketing Director / Waitress December 2001 - March 2004
Skills
Loans, Mortgage Lending, Loan Servicing
Education
University of South Florida 1997 — 2002
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General
Yes Energy July 2015 - Present
Yes Energy October 2014 - Present
Ventyx, an ABB Company December 2011 - October 2014
Ventyx, an ABB Company March 2008 - December 2011
Clayton August 2006 - March 2008
Skills
Product Management, PL/SQL, VBA, Product Development, SAS, HTML, Customer Relations, Presenter, Oracle, SQL Server, Data Analysis, Energy Trading, Wind Energy, R, SQL*Plus, Commodity Markets, Microsoft SQL Server, Business Process..., Energy Markets, NYISO, CAISO, MISO, PJM, FTR, Power Markets, PowerPivot, dax, Salesforce.com, Demand Response, Smart Grid, Wind, Business Analysis, Customer Service, Business Intelligence, Energy, Management, Analytics, Business Development, Enterprise Software
Education
University of Iowa 2001 — 2005
BA, Economics
imortgage December 2014 - Present
Pacific Union Financial, LLC June 2013 - October 2014
DHI Mortgage May 2012 - May 2013
JPMorgan Chase February 2010 - March 2012
Sierra Pacific Mortgage Company, Inc. June 2009 - February 2010
Taylor, Bean & Whitaker July 2008 - March 2009
Clayton April 2007 - June 2007
Triad Guaranty Insurance Corporation April 2006 - April 2007
Metrocities Mortgage October 2003 - February 2006
Skills
Mortgage Banking, Government, Mortgage Lending, Underwriting, Loans, Credit Analysis, Credit, Residential Mortgages, Refinance, FHA Financing, Loan Origination, FHA, Mortgage Underwriting, Banking, Government Loans, Mortgage Servicing
Education
University of Phoenix
Bachelor's Degree, Pursuing Bachelors degree in Business with concentration in project management
Coventry Acquisitions, LLC October 2012 - Present
Coventry Acquisitions, LLC 2012 - 2013
Clayton January 2009 - January 2011
Skills
Technical Writing, Underwriting, Brand Development, Brand Management, Strategic Planning, Negotiation, Nonprofits, New Business Development, Contract Negotiation, Networking, Social Networking
Education
University of South Florida 1987 — 1992
Political Science, Pre-Law Studies, 3.27
Bentek Energy May 2015 - Present
Xcel Energy February 2014 - May 2015
Clayton June 2012 - February 2014
T. Rowe Price November 2011 - June 2012
Beat the Bookstore May 2010 - June 2011
Krause Fund - Applied Equity Research January 2011 - May 2011
Kleffmann June 2009 - August 2009
Skills
Customer Service, Microsoft Excel, Data Analysis, PowerPoint, VBA, Financial Analysis, Credit Risk, Research, Finance, Financial Modeling, Market Research, Portfolio Management, Investments, Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Finance & Marketing, Business
Bank of America April 2011 - Present
Freddie Mac December 2009 - April 2011
Independent Contractor October 2008 - December 2009
Clayton Holdings May 2007 - October 2008
Clayton March 2003 - January 2007
Clayton September 2001 - January 2003
Deloitte and Touche September 1997 - September 2001
Skills
Operational Risk..., Transaction Management, Banking, Finance, Auditing, Project Management, Operational Risk, Leadership, Quality Control, Credit Risk, Portfolio Management, Capital Markets, Fixed Income, Financial Risk, Risk Management, Underwriting, Mortgage Banking, Credit Analysis, Loans, CRM, Process Improvement, Credit, Due Diligence, Mortgage Lending, Financial Services, Cross-functional Team..., Enterprise Risk..., Marketing, Financial Analysis, Management
Education
University of Houston, C.T. Bauer College of Business 1990 — 1995
Bachelor of Business Administration
Weichert Realtors Suburban Properties October 2013 - Present
Citi September 2007 - December 2013
Citi September 2007 - March 2010
Clayton June 2006 - August 2007
Hudson City Savings Bank June 2004 - August 2005
Skills
Security APL, Vestmark, Wrap Accounts, Rebalancing, Separately Managed..., Securities, Trading, Asset Management, Accounting, Finance, Due Diligence, Account Reconciliation, Real Estate, Financial Modeling, Portfolio Management
Education
The University of Connecticut 2002 — 2006
BS, Finance, Real Estate
WebFilings, Business Reporting Solutions powered by Wdesk June 2013 - Present
Clayton May 2012 - June 2013
Clayton Fixed Income Services June 2011 - May 2012
Wells Fargo Home Mortgage December 2009 - May 2011
University of Iowa Krause Fund January 2009 - May 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Manage Client..., SEC filings, Client Education, Leadership, Analysis, Management, Customer Service, Investments, Portfolio Management, Banking, Risk Management, Employee Training, Time Management, Fixed Income, Financial Modeling, Marketing, Microsoft Office, Microsoft Word, Mortgage Lending, Social Media, Client Relations Skills, PowerPoint, Valuation, Loans
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
B.B.A., Finance
University of Newcastle 2008 — 2008
Study Abroad, Finance, Economics, Marketing
Shelving Rock Partners, LLC October 2014 - Present
Self Employed January 2013 - September 2014
Clayton April 2008 - December 2012
Self Employed March 2007 - September 2008
Clayton June 2005 - March 2007
Skills
Financial Analysis, Auditing, Due Diligence, Loans, Loan Servicing, Accounting, Management, Mortgage Servicing, Leadership, Risk Management, Finance, Financial Risk, Credit Risk, Banking, Credit
Education
State University of New York at Albany 1981 — 1985
Bachelor of Arts (BA)
Clayton July 2014 - Present
Wingfield Farm and Ranch January 1997 - Present
Clayton Fixed Income Services March 2010 - June 2014
Clayton Fixed Income Services June 2007 - February 2010
Clayton Fixed Income Services May 2007 - February 2010
US Bank May 2006 - May 2007
Skills
Mortgage Lending, Loans, Financial Modeling, Credit
Education
University of Colorado Boulder
Self Employed February 2010 - Present
Digital Risk, LLC January 2009 - January 2010
Clayton June 2000 - January 2009
Broward Schools Credit Union February 1994 - June 2000
Barnett Bank January 1988 - February 1994
Skills
Appraisals, Asset Management, Banking, Finance, Loss Mitigation, Portfolio Management, Valuation, Consumer Lending
Education
University of Canterbury 1992 — 1994
BA, Business/Finance
Colorado Access January 2015 - Present
Bellco Credit Union September 2013 - January 2015
Westerra Credit Union August 2011 - September 2013
Clayton January 2008 - July 2010
Skills
Credit Risk, Financial Modeling, Financial Analysis, Corporate FP&A, Budget Forecasts, ALM, Liquidity Management, Finance, Banking, Credit
Education
University of Colorado at Denver 2010 — 2012
MBA, Financial Analysis
University of Northern Colorado 2003 — 2007
Business, Finance
City of Ojai October 2010 - Present
City of Murrieta July 2009 - October 2010
Clayton February 2002 - July 2006
Skills
Economic Development, Strategic Planning, Non-profits, Outlook, EDRMS, Local Government, Customer Service, Administrative..., Microsoft Word, Microsoft Excel, Team Building, Data Entry, Public Relations, Records, Information Management, Access, Event Planning, Nonprofits
Education
International Institute of Municipal Clerks 2000 — 2007
MMC, Master Municipal Clerk
University of Phoenix 1997 — 1999
Bachelors, Business Management
Clayton June 2014 - Present
CDC of Tampa October 2013 - May 2014
Clayton Holdings February 2013 - July 2013
Bank of America March 2012 - January 2013
Clayton Holdings November 2011 - March 2012
JCIII & Associates 2011 - 2011
JP Morgan Chase September 2008 - November 2010
AAA Auto Club South 2007 - 2007
Skills
Sales, Team Building, Customer Service, Marketing, Business Development, Banking, Talent Acquisition, Portfolio Management, Risk Management, Strategic Planning, Mortgage Lending, Foreclosures, Finance, Credit, Loss Mitigation, Leadership, Credit Analysis
Education
University of Connecticut 2004 — 2007
Bachelor of Arts, History
Mantid Interactive May 2009 - Present
ExactTarget July 2007 - May 2009
Clayton January 2005 - June 2007
Nisys 2004 - 2005
DATAllegro, Inc. April 2003 - July 2004
Telelogic March 1993 - March 2003
Continuus Software Corp. 1993 - 2003
Quotron Systems, Inc 1987 - 1993
Skills
Objective-C, iOS, Java, C++, C, C#, Android, American Revolution, Software Engineering, Mobile Applications, Mobile Devices, Web Services, Software Development, Web Development, .NET, Microsoft SQL Server, XML
Education
University of California, Santa Cruz 1983 — 1987
Bachelor of Arts, Computer and Informational Science
BURKETTDESIGN, Inc. June 2014 - Present
Aspen Juice December 2013 - December 2014
5280 Magazine April 2014 - June 2014
Clayton 2010 - 2013
Mount Yale Capital Group June 2008 - April 2009
Labrador Capital LLC June 2007 - December 2007
Skills
Data Analytics, Fixed Income, Financial Statement..., Market Research, Marketing, Microsoft Excel, Finance, Social Media, Social Media Marketing
Education
University of Denver 2006 — 2010
Bachelor of Science (B.S.), International Business
Consumer Financial Protection Bureau October 2013 - Present
Clayton February 2012 - July 2013
University of Denver September 2010 - March 2012
Allonhill June 2011 - January 2012
Jackson National Life Insurance Compay March 2008 - October 2010
Public Service Credit Union March 2007 - February 2008
TCF Bank May 2003 - March 2007
Citigroup May 1995 - May 2003
Bank One 1993 - 1995
U.S. Army August 1985 - August 1989
Skills
Strategic Planning, Financial Analysis, Training, Sales, Team Building, Leadership, Risk Management, Management, CRM, Coaching, Analysis, New Business Development, Customer Service, Public Speaking, Business Development, Business Strategy, Finance, Team Leadership
Education
University of Denver 2010 — 2012
EMBA, MBA
University of Colorado Boulder 1989 — 1995
Bachelor of Arts, Economics
D.A. Davidson & Co. August 2013 - Present
D.A. Davidson & Co. March 2010 - August 2013
Clayton August 2007 - July 2009
Education
University of Denver
BSBA, Finance, Economics
Compendium Development August 2014 - Present
Surely Call June 2014 - Present
HANA EHA LLC June 2013 - Present
BuyMyTronics.com April 2007 - January 2014
BuyMyTronics Australia June 2011 - March 2012
Clayton October 2006 - October 2007
ANI Development January 2005 - July 2006
Skills
E-Waste, Business Strategy, Fundraising, Recycling, Business Development, Start-ups, Sustainable Business, Project Management, Consumer Electronics, Leadership, iPhone, New Business Development
Education
University of San Diego 2002 — 2005
Business, Finance, Real Estate and Marketing
University of Pittsburgh 2003 — 2003
Semester at Sea
Whittier College 2000 — 2002
Masana Legal Group February 2015 - Present
The Ski Lift, LLC December 2010 - Present
Clayton January 2013 - August 2015
Promontory Financial Group, LLC April 2012 - January 2013
Ward Law & Associates September 2011 - April 2012
INCOM Direct July 2010 - December 2010
The mGive Foundation July 2010 - September 2010
Silicon Flatirons Center July 2010 - August 2010
St. John's University September 2006 - May 2008
Skills
Marketing, Criminal Law, Politics, Social Media, Management, Social Networking, Nonprofits, Analysis, Compliance, Financial Analysis, Civil Litigation, Bankruptcy, Property Law, Intellectual Property, Consumer Lending, Start-up Consulting, Start-up Ventures, Business Development, Web Development, SEO, Liens/Garnishments, Corporate Branding, Residential Mortgages, Investments, Financial Regulation, Finance, Policy, Due Diligence, Legal Research, Corporate Governance, Legal Compliance, Mediation, Trials, Licensing, Corporate Law, Estate Planning, Securities, Legal Assistance, Employment Law, Litigation, Courts, Privacy Law
Education
University of Colorado School of Law 2008 — 2011
JD, Business Law
Saint John's University 2006 — 2008
M.S., Criminology/Statistics
Saint John's University 2002 — 2006
B.A., History and English, Magna Cum Laude
Clayton February 2014 - Present
Indecomm Global Services July 2012 - January 2014
Clayton February 2011 - July 2012
eBridge Solutions October 2009 - January 2011
Skills
Business Analysis, Credit, Loans, Mortgage Lending, Credit Analysis, Underwriting, Insurance, Loan Origination, Portfolio Management, Mortgage Banking, Credit Risk, Banking, Relationship Management, Financial Analysis, Sales, Refinance
Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Banking and Finance
Clayton February 2015 - Present
Clayton June 2014 - February 2015
Clayton May 2012 - May 2014
The Delta Chi Fraternity, Inc. June 2011 - April 2012
Chuck E. Cheese's February 2006 - June 2007
Skills
Critical Thinking, Event Planning, Finance, Analyzing Data, Financial Analysis, Financial Risk..., Logical Thinker, Data Analysis, Budgets, Leadership, Project Management, Public Speaking, PowerPoint, Microsoft Excel, Policy, Process Improvement, Research, Business Analysis, Risk Management, Management, Microsoft Word, Recruiting, Financial Risk, Time Management, Analysis, Access, Operations Management
Education
University of Florida 2007 — 2011
Bachelor of Science, Finance
The Wine Exchange May 2007 - Present
Clayton August 2012 - October 2013
The University of Tampa January 2011 - August 2012
Skills
Microsoft Office, Foreign Languages, Adobe Creative Suite, Analysis, Emerging Markets, Financial Economics, Foreign Relations, SAP, Finance, International Relations, Economics, Spanish, SPSS, Financial Analysis, Market Research, Data Analysis, Microsoft Excel, Financial Modeling, Monte Carlo Simulation, Capital Budgeting, Risk Management, Treasury Management, Research, Portfolio Management, Access, Credit Risk
Education
University of Tampa - John H. Sykes College of Business 2011 — 2013
Master of Science, Finance
University of South Florida 2007 — 2008
Bachelor of Arts, International Relations
Clayton April 2012 - March 2014
Clayton March 2012 - April 2013
Peace Corps 2010 - 2012
University of Colorado at Boulder 2008 - 2009
University of Colorado at Boulder 2007 - 2009
University of Colorado at Boulder 2006 - 2009
Skills
Data Analysis, Stata, Financial Analysis, Financial Reporting, Microsoft Excel, Standards Compliance, Database Administration, International NGOs, Adobe Creative Suite, Graphic Design, Web Design, Economic Development, Economic Research, Client Presentation, Project Management, Spanish, Microsoft Office, Program Evaluation
Education
University of Colorado at Boulder 2006 — 2009
BA, Economics
Cornerstone Community Bank April 2015 - Present
Supreme Lending November 2011 - March 2015
JPMorgan Chase February 2009 - November 2011
JPMorgan Chase February 2010 - May 2010
JPMorgan Chase February 2009 - January 2010
Beal Bank July 2008 - December 2008
Barnes and Noble Booksellers November 2007 - July 2008
Beal Bank August 2007 - November 2007
Clayton October 2005 - May 2007
Sebring Capital 1998 - 2000
Education
University of North Texas 1993 — 1995
Bachelor of Science, Hotel/Restaurant Management
Ultimate Medical Academy July 2015 - Present
Arbitration Forums December 2014 - July 2015
InvestCloud, Inc. June 2014 - November 2014
Blue Health Intelligence January 2012 - June 2014
Intelimedix, a Blue Health Intelligence Company January 2012 - December 2013
WellCare April 2010 - January 2012
PMSI March 2009 - April 2010
Goldman Sachs September 2007 - February 2009
JCCL Inc July 2005 - September 2007
Clayton November 2004 - May 2005
Skills
Requirements Analysis, Data Warehousing, SDLC, Business Process, SharePoint, Requirements Gathering, Enterprise Software, Visio, Business Intelligence, Process Improvement, Business Analysis, Business Requirements, Business Process..., Agile Methodologies, Building Relationships, PMP, Management
Education
Sycamore
University of Cincinnati
Shelving Rock Partners November 2007 - Present
Clayton Services, Inc. October 2002 - October 2007
Clayton October 2002 - October 2007
Clayton Services Inc. October 2001 - December 2005
IMC Mortgage Company 1993 - 1999
Industry Mortgage Company 1992 - 1998
Skills
Loss Mitigation, Mortgage Lending, Loans, Underwriting, Due Diligence, Securitization, Credit, Asset Managment, Portfolio Management, Loan Servicing, Mortgage Banking, Valuation, Mortgage Servicing, Loan Origination, Credit Analysis, Residential Mortgages, Capital Markets, Real Estate, Credit Risk, Banking, Asset Management, Financial Risk, FHA, Finance, Risk Management, Refinance, Mortgage Underwriting, Real Estate Financing, Investments, Financial Structuring, Real Estate Transactions, REO, Funding, Real Estate Economics, Structured Finance, Disposition, Commercial Lending, Commercial Mortgages
Education
University of South Florida 1989 — 1992
Black Knight Financial Services July 2013 - Present
Solutionstar Mortgage November 2008 - June 2013
Clayton July 2006 - October 2008
Skills
Credit Analysis, Real Estate, Loans, Banking, Credit, Financial Analysis, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Portfolio Management, Leadership
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelors, Business/Marketing/Advertising
Primary Capital Mortgage, LLC March 2015 - Present
Clayton July 2014 - April 2015
EverBank May 2013 - February 2014
Amerisave Mortgage Corporation August 2012 - May 2013
Bank of America May 2012 - August 2012
Citizens Bank November 2010 - May 2012
Bank of America January 2007 - November 2010
MTG Mortgage Group January 2004 - January 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Refinance, FHA financing, Residential Mortgages, Sales, USDA, Mortgage Underwriting, Consumer Lending, Construction Loans, First Time Home Buyers, Home Equity Lines of..., VA loans, Non-Conforming, Credit Analysis, Appraisal Skills, Due Diligence, Communication, Management, Microsoft Office, Credit, Banking, Underwriting, Finance, Leadership
Education
UMass Dartmouth 1999 — 2003
Arrowpoint Partners August 2015 - Present
Clayton November 2012 - July 2015
Boulder Beats March 2010 - October 2012
Chase June 2009 - September 2009
Skills
Social Media, Entertainment, Social Media Marketing, Social Networking, Event Planning, Event Management, Online Advertising, Composition, Connectivity, Risk Assessment, Risk Management, Marketing, Finance, Microsoft Office, Data Analysis, Microsoft Excel, Miscrosoft Access, Marketing Strategy, Analysis, Budgets, Portfolio Management, Investments
Education
University of Colorado at Boulder 2007 — 2011
Bachelors, Economics
Legacy High School 2003 — 2007
Clayton July 2014 - Present
Physician Health Partners September 2013 - June 2014
Physician Health Partners July 2012 - September 2013
Allonhill April 2012 - May 2012
WellDyneRx October 2011 - April 2012
Dish Network August 2010 - October 2011
ISGN June 2009 - March 2010
Microsoft 2008 - 2008
Microsoft April 2007 - December 2007
Skills
SQL, VBA, Financial Modeling, Access, Databases, Excel, SQL Server, Data Analysis, SharePoint, Visual Basic, Financial Analysis, SSIS, Visual Studio, T-SQL Stored Procedures, Microsoft SQL Server, Microsoft Word, Visio, Analysis, Business Intelligence, Business Analysis, Process Improvement, Analytics, Microsoft Excel
Education
University of Colorado Denver 2008 — 2010
Master of Finance, Finance
University of Utah - David Eccles School of Business 2001 — 2005
BS, Finance
Clayton July 2013 - Present
Clayton June 2012 - July 2013
Independent Consultant November 2011 - May 2012
Allonhill August 2009 - October 2011
Global Financial Review January 2009 - August 2009
Clayton June 2004 - January 2009
Washington Mutual Bank, NA September 2002 - June 2004
Corelite (Division of Cooper Lighting) September 1998 - May 2001
Cooper Lighting January 2000 - October 2000
ICOBA, Inc June 1997 - September 1998
Skills
Mortgage Banking, Loan Servicing, Residential Mortgages, Development & delivery..., Project Planning, Leadership, Staff Development, Banking, Insurance, Financial Analysis, Mortgage Servicing, Credit, Management, Loans, Credit Risk, Finance, Training, Due Diligence, Business Process...
Education
University of Denver - Daniels College of Business 1999 — 2002
MBA, International Business, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Spanish and Anthropology
TEFL International Buenos Aires
TEFL Certificate
Clayton 2003 - Present
Skills
Loans, Portfolio Management, Credit, Credit Risk, Financial Analysis, Financial Modeling, Due Diligence, Mortgage Lending, Risk Management, Asset Managment, Valuation, Banking, Credit Analysis, Capital Markets, Mortgage Banking, Analytics, Underwriting, Fixed Income, Financial Risk, Data Analysis
Education
University of North Carolina at Asheville 1996 — 2000
Business
Phoenix Collateral Advisors May 2014 - Present
Fair Oaks Consulting, LLC September 2013 - April 2014
Wingspan Portfolio Advisors May 2013 - August 2013
AMRES Solutions October 2012 - April 2013
Clayton May 2002 - September 2012
Skills
Portfolio Management, Asset Allocation, Wealth Management, Financial Analysis, Strategic Financial..., Equities, Asset Managment, Fixed Income, Financial Modeling
Education
CFA Institute 2009 — 2011
Level III Candidate
The Colorado College 1998 — 2002
BA, Economics
University of Denver - Daniels College of Business 2004 — 2007
MBA
Thunder River Production, LLC January 2013 - Present
Summit Royaties, LLC 2010 - Present
Boswell Investments, LLC August 2007 - Present
Laramie Energy II September 2007 - August 2012
Clayton March 2003 - July 2007
Clayton Fixed Income Services 2005 - 2006
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Risk Management, Asset Managment, Strategic Planning, Mergers, Investments, Portfolio Management, Loans, Business Development, Oil/Gas, Mergers & Acquisitions, Asset Management, Leadership, Management, Strategy, Start-ups, Energy, Private Equity
Education
University of Colorado Denver 2009 — 2010
MS, Global Energy Management
Vanderbilt University 1998 — 2002
Bachelor of Science (BS), Engineering Science
Kent Denver
Clayton September 2003 - Present
The Murrayhill Company March 2000 - August 2003
The Murrayhill Company July 1997 - March 2000
Education
University of Maryland College Park
Clayton 2004 - Present
Education
1991 — 1995
Clayton July 2003 - June 2007
Education
University of New Haven 1982 — 1986
Datavail July 2011 - Present
Cachematrix October 2010 - July 2011
Clayton August 2009 - October 2010
Clayton Fixed Income Services 2007 - May 2010
University of Denver January 2006 - September 2007
University of Denver 2004 - 2006
Skills
Microstrategy, ETL, Microsoft SQL Server, Databases, Performance Tuning, T-SQL, Database Administration, Business Intelligence, SSIS, Database Design, Unix, Business Analysis, SQL Tuning, SQL 2012, Data Modeling, Data Warehousing, SSRS
Education
University of Denver 2006 — 2009
MAS, Computer Information Systems-Database Administration
University of Denver 1999 — 2003
BA, International Studies and Italian
NewOak Capital May 2013 - Present
The National Group April 2011 - November 2012
FedEx Office May 2008 - April 2011
Clayton July 2003 - July 2007
Mortgage Lenders Network 2000 - 2003
Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Asset Management, Loans, Risk Management, Underwriting, Account Management, Asset Managment, Real Estate, Selling, Leadership, Vendor Management, Financial Analysis, Foreclosures, Sales, Credit Analysis, Customer Service, Team Building, Mortgage Banking, Loss Mitigation, Process Improvement
Education
University of New Haven
Clayton August 2015 - Present
Aviation Xtreme June 2013 - February 2014
Urban Lending Solutions April 2012 - April 2013
West End Tavern/Jax Fish House April 2010 - September 2011
Sinco International Investments Inc January 2008 - June 2010
Vintage Motorcar Company February 2005 - July 2007
Skills
Customer Service, Microsoft Excel, Management, Financial Analysis, Strategic Planning, Entrepreneurship, Customer Satisfaction, Fundraising, Public Speaking, Leadership, Social Media, Project Management, Marketing, Investments, Sales, Training, PowerPoint, Enneagram, Analysis, Data Analysis, Microsoft Office, Presentations, Credit, Microsoft Word, Team Leadership, Research, Business Analysis, Team Building, Critical Thinking
Education
University of Colorado Denver 2014 — 2015
11-Month MBA
Leeds School of Business 2007 — 2011
Bachelor of Sciences, Business Administration with an emphasis in Finance
Digital Risk July 2014 - November 2014
Digital Risk May 2014 - July 2014
Digital Risk June 2013 - May 2014
Promontory Risk Review, LLC August 2011 - January 2013
Clayton June 2007 - May 2010
Structured Finance Advisors, Inc. February 2006 - May 2007
Skills
Financial Services
Education
University of Hartford 2001 — 2005
BSBA, Economics/Finance
Regis Jesuit High School 1997 — 2001
Canyon National Bank June 2010 - Present
La Jolla/One West Bank May 2008 - May 2010
Bohan Group June 2006 - February 2008
Clayton May 1996 - June 2006
Education
central high 1960 — 1964
university of bridgeport
Retired January 2015 - Present
SER Jobs for Progress, Inc. November 2007 - January 2015
Clayton 1995 - 2007
Clayton Holdings 1995 - 2007
Skills
Due Diligence, Asset Management, Analysis, Loan Servicing, Credit, Financial Analysis, Project Management, Mortgage Lending, Portfolio Management, Investments, Auditing, Loans, Finance, Process Improvement, Risk Management, Underwriting, Financial Modeling, Valuation, Credit Analysis, Banking, Credit Risk, Financial Risk, Business Analysis, Training, Mergers & Acquisitions, Team Building, Leadership, Financial Services, Executive Management, Funding, Strategic Planning, Capital Markets, Mortgage Banking
Education
University of Arkansas at Fayetteville 1966 — 1970
BSBA, Accounting
Laplace Systems, Inc. October 2013 - Present
AAA Solar Electric April 2012 - September 2013
PsomasFMG August 2011 - March 2012
SolarCity December 2008 - April 2011
Borrego Solar Systems, Inc. June 2008 - November 2008
Clayton August 2001 - 2006
Skills
Solar Energy, Photovoltaics, Renewable Energy, Energy Efficiency, PVSyst, Alternative Energy, Solar PV, Energy Audits, Energy, Project Management, Engineering, Electrical Engineering, Construction, Cleantech, Business Development, Risk Management, Electricians, Due Diligence, Sustainable Energy, Commissioning, System Adivisor Model..., Contract Negotiation
Education
University of California, Riverside 1995 — 2000
Bachelor of Science, Psychobiology
EdgeMAC August 2008 - Present
Risk Management Group October 2006 - July 2008
The Bohan Group August 2005 - September 2006
JPMorgan August 2004 - August 2005
Clayton 2000 - 2004
Education
University of Southern California 1981 — 1985
B.A., Broadcast Journalism
Clayton July 2011 - Present
Clayton April 2009 - July 2011
Clayton October 2007 - April 2009
Countrywide August 2005 - October 2007
Skills
Mortgage Lending, Business Analysis, Process Improvement, Loans, Credit, Insurance, Financial Analysis, Financial Modeling, Credit Risk, Risk Management, Portfolio Management, Analysis, Banking
Education
University of Colorado at Denver 2011 — 2014
Master of Science (M.S.), Accounting
University of Colorado Boulder 1997 — 2000
PCI Staffing QC Forensic UnderwriterOpus Capital Markets Consultants, LLCFebruary 2012 - Present
Clayton September 2010 - Present
PCI Staffing September 2008 - September 2010
Skills
Mortgage Banking, Mortgage Lending, Recruiting, Underwriting, Residential Mortgages, Banking, Loans
Education
University of Nebraska-Lincoln 1982 — 1987
BS, Business
The Law Offices of Daniel C. Consugra January 2013 - October 2014
Clayton February 2007 - December 2012
CitiGroup July 1996 - August 2006
Washington Mutual finance 1996 - 2006
Washington Mutual Bank 1996 - 2006
Skills
Risk Management, Loan Origination, Management, Credit, Vendor Management, Loans, Underwriting, Mortgage Lending, Due Diligence, Mortgage Banking, Financial Risk, Portfolio Management, Banking, Credit Analysis, Credit Risk
Education
University of South Florida 1994 — 1998
Clayton January 2006 - Present
First Trust Holdings July 2005 - December 2005
Chase Home Finance January 2002 - February 2004
United States Marine Corps November 1991 - November 2001
Skills
Navy, Loans, Mortgage Lending, Microsoft Office, Microsoft Excel, Outlook, Leadership, Mortgage Banking, Microsoft Word, Residential Mortgages, Loan Origination, Team Building, PowerPoint, Event Planning, Refinance, Research, Loss Mitigation, Public Speaking, Mortgage Underwriting, Social Media, Marketing, Account Management, Credit Analysis, Team Leadership, Marketing Strategy, Maritime, Social Networking, New Business Development, Business Analysis, Strategic Planning, Sales, Process Improvement, FHA, Training, Project Management
Education
University of Oklahoma 1992 — 1996
Bachelor of Arts, Political Science
Fannie Mae November 2010 - Present
REO Reclamation & Property Preservation January 2010 - Present
Opus Capital Markets Consultants August 2006 - September 2010
Clayton March 2004 - April 2006
Skills
Banking, Loans, Underwriting, Mortgage Banking, Portfolio Management, Mortgage Underwriting, Financial Risk, Securities, Analysis, Auditing, Mortgage Lending, Loan Origination, Credit, Residential Mortgages, Credit Analysis, Credit Risk, Loss Mitigation, Risk Management, Due Diligence
Education
University of Massachusetts, Amherst 1992 — 1997
East Bridgewater High School
Freddie Mac March 2015 - Present
Freddie Mac October 2012 - February 2015
Clayton January 2012 - September 2012
Clayton November 2010 - January 2012
IBM - Formerly Wilshire Credit Corp. - Merrill Lynch August 2003 - October 2010
First Horizon 1999 - 2001
Skills
Loss Mitigation, Process Improvement, Management, Leadership, Project Management, Call Center, Loan Servicing, Foreclosures, Mortgage Lending, Credit Risk, REO, Securitization, Default, Capital Markets, Talent Acquisition, Loans, Portfolio Management, Credit, Vendor Management, Mortgage Banking, Bankruptcy, Due Diligence, Risk Management, Asset Managment, Real Estate, Valuation, Financial Analysis, Asset Management, Call Centers, Asset, Banking, Commercial Real Estate
Education
University of North Texas
Promontory Financial Group, LLC October 2013 - Present
Clayton November 2012 - October 2013
Clayton December 2009 - November 2012
Clayton October 2006 - December 2009
Clayton September 2005 - October 2006
Skills
Portfolio Management, Valuation, Asset Management, Financial Modeling, Financial Analysis, Fixed Income, Due Diligence, Mortgage Lending, Securities, Loans, Risk Management, Credit Analysis, Capital Markets, Finance, Credit Risk, Equities, Banking, Strategy, Business Development, Business Process
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Finance and Human Resource Management
CREA Results August 2010 - Present
Independent August 2010 - Present
Clayton July 2012 - September 2012
Skills
Public Speaking, Curriculum Design, Community Outreach, Workshop Facilitation, Community Organizing, Nonprofits, Staff Development, Leadership Development, Fundraising, Networking, Training, Teaching, Volunteer Management, Curriculum Development, Early Childhood..., Youth Development, Community Development, Teacher Training, Program Development, Coordination, New Program Development, Strategic Planning, Event Planning, Grant Writing, Health Educator
Education
University of Colorado Denver 1976 — 1986
Bachelor's degree, Psychology
Epiq Systems March 2015 - Present
Epiq Systems August 2013 - May 2015
ByDesign Technologies October 2008 - May 2013
SetFocus, LLC May 2008 - September 2008
Relax Me Now, Inc May 2005 - April 2008
Clayton October 2005 - February 2007
AMC Mortgage January 2004 - February 2005
Universal Forest Products. Inc May 2002 - January 2004
University of South Florida September 1996 - August 2000
Skills
Microsoft SQL Server, T-SQL, Database Design, Databases, SQL, SSIS, SSRS, Access, Performance Tuning, Troubleshooting, Software Development, Disaster Recovery, ETL, Management, Visual Studio, SQL Tuning, Stored Procedures, Data Analysis, Business Intelligence, Database Administration, Data Modeling
Education
University of South Florida 1996 — 2002
BS, Marketing, Management Information Systems, Computer Science
PENSCO Trust Company October 2012 - Present
Amber January 2009 - Present
Howl at the Moon September 2013 - July 2014
Denver Public Schools February 2009 - June 2011
Clayton Fixed Income Services August 2006 - October 2008
Clayton 2006 - October 2008
Skills
Tutoring, Public Speaking, Curriculum Development, Editing, Staff Development, Event Planning, Fundraising, Data Analysis, Research, Spanish, Classroom Management, Program Development, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Public Relations
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
B.S. Business Admin, Finance, International Business, Integrated Physiology, Music, Theatre
many 2001 — 2005
Bachelor of Science (BS), Finance
ServiceSource August 2012 - Present
Clayton July 2011 - July 2012
Clayton November 2009 - July 2011
Clayton 2009 - 2009
Clayton Fixed Income Services April 2007 - 2009
Skills
Excel, SQL, SAS, Microstrategy, Business Intelligence, Analytics, VBA, Data Analysis, Credit Risk, SSRS, OLAP, Array Formulas, ODBC, Product Management, Risk Analytics, Predictive Analytics, Microsoft CRM, Microsoft SQL Server, ETL, SSIS, Data Mining, Microsoft Excel, Business Objects
Education
University of Denver - Daniels College of Business 2001 — 2006
BSBA, Statistics, Finance
EJI January 1999 - Present
The Situs Companies September 2010 - October 2014
Clayton March 2003 - October 2014
Opus Capital Markets Consultants January 2012 - April 2013
Fox Associates 2012 - 2013
Fox Associates 2012 - 2013
NCFG February 2007 - May 2009
Ocwen Financial Corporation March 1996 - November 1999
Skills
Loans, Due Diligence, Real Estate, Valuation, Asset Management, Portfolio Management, Mortgage Lending, Loss Mitigation, Commercial Mortgages, Underwriting, Credit, Loan Origination, REO, Investment Properties, Asset Managment, Financial Risk, Workout, CMBS, Cash Flow, Mortgage Banking, Mortgage, Origination, Dispositions, Real Estate Investment, Debt, CCAR
Education
University of Miami - School of Business 1986 — 1990
BBA, Double major in Finance & Management, Summa Cum Laude in Finance and Management
Hall High 1982 — 1986
MidAmerican Energy Company January 2015 - Present
Berkshire Hathaway Energy/MidAmerican Energy Company April 2014 - Present
W.J. Bradley Mortgage Capital, LLC June 2013 - March 2014
Clayton March 2012 - June 2013
The Northwestern Mutual Financial Network May 2010 - August 2011
The Delta Chi Fraternity, Inc. 2009 - 2010
Skills
Finance, Financial Modeling, Portfolio Management, Linear Regression, Loans, Credit Risk, Access, Management, Insurance, Strategic Financial..., Financial Analysis, Excel, Fundraising, Investments, Business Strategy, Banking, Mortgage Lending, Risk Management, Valuation, Mergers & Acquisitions, Microsoft Excel
Education
University of Iowa 2007 — 2011
BBA, Economics
John Cabot University 2010 — 2010
International Economics
Fortace, LLC 2011 - Present
Lyons McCloskey October 2010 - Present
American Mortgage Consultants, Inc. 2010 - Present
RMG Global March 2008 - May 2011
Cognitive Options Group, LLC 2011 - 2011
Clayton 2003 - 2008
Skills
Loss Mitigation, Mortgage Underwriting, Mortgage Lending, Mortgage Banking, Loan Servicing, Underwriting, Credit, Residential Mortgages, Refinance, Loans, Credit Risk, Risk Management, Financial Risk, Credit Analysis, Loan Origination
Education
University of California, Irvine 1979 — 1981
Prime Asset Fund Accounting ManagerPrime Asset FundOctober 2013 - Present
Clayton May 2013 - October 2013
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. July 2012 - May 2013
Clayton July 2010 - July 2012
Asset Acceptance February 2007 - July 2010
Skills
Compliance, Credit Analysis, Loans, Credit, Mortgage, Real Estate Due..., Financial Analysis, Financial Reporting, Financial Risk, Financial Modeling, Credit Risk, Report Writing, Mortgage Servicing, Data Analysis, Data Mining, Microsoft Excel, Access, Pivot Tables, Excel Dashboards, Data Manipulation, Business Process, Auditing, Management, Mortgage Lending
Education
University of South Florida - College of Business Administration 2007 — 2010
Bachelor of Science (BS), Finance
University of South Florida
Clayton Fixed Income Services December 2013 - Present
Clayton Fixed Income Services March 2013 - November 2013
Clayton April 2012 - February 2013
Ernst & Young August 2005 - July 2006
University of Mary Washington August 2004 - June 2005
Skills
Financial Analysis, Loans, Risk Management, Credit, Financial Modeling, Microsoft Excel, Banking, Credit Analysis, Mortgage Servicing, Financial Reporting, Valuation, Corporate Finance, Accounting, Mortgage Insurance, Loan Auditing, Loss Mitigation, Foreclosures, FNMA, NMS, Residential Mortgages, File Review, Quality Control, Compliance
Education
Mary Washington College 2001 — 2005
B.S., Business Administration, Psychology, Accounting
Quantum Servicing, a Clayton Holdings Company Realtor®ARGO Group Properties, LLCJanuary 2014 - Present
Quantum Servicing, a Clayton Holdings Company November 2012 - Present
Clayton March 2012 - November 2012
Clayton February 2011 - March 2012
Tampa Bay Buccaneers January 2008 - January 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Research, Access, Data Analysis, Loans, Management, Analysis, Valuation, Finance, Real Estate, Mortgage Lending, Sales
Education
University of South Florida 2008 — 2010
BS, Finance
M & G Janitorial Services September 2008 - Present
M & G Investors, LLc. January 2006 - Present
Our Services January 2006 - Present
M & G Janitorial Services January 2006 - Present
Clayton 2009 - 2011
Clayton Holdings LLC January 2008 - June 2010
Skills
Project Management, Janitorial Cleaning, Housekeeping, Cleaning Services, Construction Cleanup, Pressure Washing, Office Cleaning, Commercial Cleaning..., Sub-Contracting, Construction, Carpet Cleaning, Time Management, Finance, Human Resources, Program Management, Carpet, Residential Homes, Outsourcing, Facilities Management, Customer Service, Management, Negotiation, Sales Management, Team Building, Strategic Planning, Contract Negotiation, Operations Management, Leadership, Small Business
Education
University of Phoenix
Bachelor of Science, Business with Major in Management
Digital Risk February 2013 - Present
Bam Dazzle Fashion Trends July 2011 - November 2013
Clayton April 2009 - March 2012
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, January 2005 - October 2011
Accredited Home Lenders March 2007 - March 2009
Ocwen Financial Corporation July 2004 - February 2007
Skills
FHA, Mortgage Banking, Default, Loan Servicing, Foreclosures, Asset Managment, Mortgage Servicing, Mortgage Lending, REO, Loan Origination, Loan Modifications, Investors, Loss Mitigation, Asset Management, Property, Real Estate, Loans, Valuation, Portfolio Management, Relocation, Sellers, Appraisals
Education
University of Central Florida - College of Business Administration 1993 — 1998
BSBA, Business Administration and Management, General
Urban Lending Solutions March 2013 - February 2014
Clayton January 2013 - March 2013
Promontory Financial Group, LLC September 2011 - January 2013
Skills
Loan Servicing, Loans, Mortgage Lending, Policy, Risk Assessment
Education
University of Colorado Denver 2009 — 2011
Bachelor of Arts (B.A.), Psychology, 3.67 GPA
Integrity Insurance July 2014 - Present
Integrity Insurance January 2012 - July 2014
Secura Insurance January 2008 - December 2011
Clayton July 2004 - December 2008
Equix Financial Services July 2002 - July 2004
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Creative Writing, Defensive Driving, Writing, Insurance, Underwriting, General Insurance, Legal Liability
Education
University of Iowa 1997 — 2002
Bachelor of Business Administration (BBA), Finance & Marketing
Bank of America (contract) July 2015 - September 2015
Kass, Shuler, Solomon, Spector, Foyle & Singer, P.A. September 2013 - April 2015
Clayton February 2013 - June 2013
Bank of America - contract September 2012 - January 2013
HSBC January 2003 - August 2012
Skills
Quality Assurance, Credit, Loans, Mortgage Lending, Business Analysis, Mortgage Banking, Loan Origination, Banking, Credit Risk, Process Improvement, Collections, Loan Servicing, Loan Modifications, Foreclosures, Short Sales, Customer Service, Loss Mitigation, Quality Control, Credit Analysis
Education
University of South Florida 1978 — 1984
Bachelor's degree, Finance, General
Clayton October 2012 - Present
Clayton February 2012 - October 2012
Clayton May 2007 - February 2012
Wells Fargo February 2006 - May 2007
Skills
Mortgage Analytics, Mortgage Servicing, Microsoft Excel, Banking, Credit, Credit Analysis, Loans, Mortgage Banking, Underwriting, Credit Risk, Loan Servicing, Loss Mitigation, Mortgage Lending, Default, Risk Management, Residential Mortgages, Portfolio Management, Consumer Lending, Loan Origination, FHA
Education
University of Nebraska at Kearney
Bachelor of Science (B.S.), Business Administration, Marketing
Clayton November 2010 - Present
HSBC April 2000 - November 2010
Skills
Loans, Credit Analysis, Mortgage Banking, Credit, Mortgage Underwriting, Mortgage Lending, Underwriting, Funding, Analysis, Portfolio Management, Finance, Risk Management, Financial Risk, Loss Mitigation, Financial Audits
Education
University of Colorado at Denver
C.F.P.
University of South Florida
Business Management, Finance