Consolidated Analytics, Inc.
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Consolidated Analytics, Inc. Employees
Consolidated Analytics, Inc. February 2015 - Present
Retreat Capital Management, Inc. April 2008 - Present
Retreat Capital Management, Inc April 2008 - January 2014
Morgan Stanley June 2006 - June 2008
MORGAN STANLEY; US Residential Business June 2005 - April 2008
Fremont Investment & Loan June 2003 - June 2006
TRANSGLOBAL CONSULTING November 1999 - June 2003
NATIONAL INVESTORS FINANCIAL, INC September 1995 - November 1999
The Epoxylite Corporation April 1994 - August 1995
THE BRENT WALKER GROUP, PLC January 1992 - November 1993
Skills
Risk Management, Process Improvement, Strategic Planning, Leadership, Due Diligence, Debt, Capital Markets, Financial Modeling, Investor Relations, Asset Managment, Executive Management, Portfolio Management, Valuation, Real Estate Economics, Loans, Analysis, Asset Management, Banking, Business Strategy, Change Management, Credit, Finance, Financial Analysis, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Loan Servicing, Management, Mergers, Mergers, Mortgage Banking, Outsourcing, Mortgage Lending, Private Equity, Project Management, Real Estate, Start-ups, Sales, Strategic Financial..., Strategy, Underwriting
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
2003, EMBA
London Business School 1989 — 1992
CIMA, Accounting
London School Of Accountancy 1989 — 1992
CIMA, Chartered Institute of Management Accountants
New American Funding July 2015 - Present
Jules and Associates October 2014 - May 2015
The Wine Bistro, Dana Point April 2014 - September 2014
Brand Republic February 2014 - March 2014
Nationstar Mortgage December 2012 - September 2013
Santora’s Pizza, Subs & Wings March 2011 - November 2012
Consolidated Analytics, Inc. July 2012 - October 2012
Loan Depot September 2011 - February 2012
Northwestern Mutual Financial Network July 2010 - June 2011
West Coast Painting Inc October 2009 - January 2010
Skills
Investments, Mortgage Lending, Insurance, Real Estate, Financial Analysis, Referrals, Sales, Credit, Customer Service, 10 Key, First Time Home Buyers, Banking, Time Management
Education
University of California, Berkeley 2006 — 2010
American Studies, Business and Globalization, 3.0
Tesoro High School 2002 — 2006
Pacific One Lending and Real Estate June 2014 - Present
Prudential Calfifornia Realty 2013 - 2014
Consolidated Analytics, Inc. 2012 - 2013
Home Savings of America 1986 - 1994
Skills
Selling, Referrals, Real Estate, Sales, Mortgage Lending, First Time Home Buyers, Customer Service, Client Services, Relocation, Salesforce.com, Account Management, Lead Generation, Investments, Loans, Sellers, REO, Foreclosures, Short Sales, Investment Properties, Real Estate Transactions
Education
Allied Business School 2013 — 2014
Certified Residential Appraisal
Real Estate Trainers 1992 — 2000
CE Real Estate Appraisal
Fullerton College 1993 — 1994
Commercial Real Estate Valuation
Long Beach City College 1978 — 1980
Accounting, Finance and Real Estate
Gear Co-op January 2013 - Present
Consolidated Analytics, Inc. April 2011 - January 2013
Skills
Matlab, Labview, Solidworks, Microsoft Excel, Research, Customer Service, Project Management, Management, Medical Devices, C++, Sales, Strategy, Data Analysis, Marketing Strategy, Biomedical Engineering, Leadership, R&D, Minitab, Design of Experiments, Social Media, Product Management, Inventory Management, Marketing
Education
University of Southern California 2006 — 2010
BS, Biomedical Engineering
Event Intelligence Group December 2014 - Present
JLW Online 2013 - Present
Roth Event-full Design Company, Inc. (aka RED Company) 2008 - Present
Air Fresh Marketing 2015 - 2015
Air Fresh Marketing 2015 - 2015
Consolidated Analytics, Inc. May 2014 - September 2014
ANTELOPE ENTERTAINMENT, INC. 2009 - 2013
JBWKZ, LLC. April 2012 - November 2012
Laguna Surf February 2009 - March 2011
Red Letter Productions July 2006 - February 2009
Skills
Customer Service, Technical Support, Troubleshooting, Computer Repair, Networking, IP CCTV, Client Server..., Servers, VMware ESX, Security, Data Forensics, Wireless Networking, Microsoft Office, Special Events..., Windows 7, Windows 8, Mac OS, Live Events, Social Networking, Social Media, Blogging, Facebook, WordPress, Databases, Microsoft Excel, Data Analysis, Data Entry, Programming, Python, Java, C++, Business Communications, Information Systems..., Oral Communication, Information Technology, Computer Information..., Word Processing, Photoshop, Illustrator, Marketing, Advertising, Event Based Marketing, Adobe Creative Suite, Trade Show Production, Production Support, Video, Corporate Branding, Typing, Sales, Photography
Education
Santiago Canyon College
Business Administration for CSU Transfer, Business Administration concentration in Management Information Systems
El Toro High School 2001 — 2005
High School, Golden State Seal Merit Diploma
Consolidated Analytics, Inc. April 2014 - Present
HomDNA January 2015 - Present
Retreat Capital Management, Inc. April 2013 - April 2014
Pierce and Associates February 2012 - April 2013
Barrington Youth Hockey May 2008 - August 2012
Fifth Third Bank September 2010 - February 2012
JPMorgan Chase March 2009 - September 2010
Washington Mutual June 2007 - January 2009
Skills
Customer Service, Mortgage Lending, Loans, Banking, Microsoft Excel, Quality Control, Vendor Management, Capacity Planning, Project Management, Default Servicing, Team Building, Customer Satisfaction, Default, Leadership, Software Documentation, Quality Assurance, Financial Risk, Auditing, Mortgage Banking, Internal Audit
Education
University of Phoenix 2009 — 2011
MBA, Management
Holy Cross College 2003 — 2007
BA, Liberal Studies
Consolidated Analytics, Inc. October 2014 - Present
Impac Mortgage February 2013 - September 2014
Anaheim Regional Medical Center 2006 - February 2013
Skills
Microsoft Excel, Healthcare, Customer Service, Healthcare Management, Administrative..., Microsoft Office, Hospitals, Software Documentation, Data Entry, Medical Terminology, Outlook, Microsoft Word, Office Administration, PowerPoint, Clinical Research, EMR, Healthcare Information..., Process Improvement, Patient Safety, HIPAA, Appraisal Review, Appraisal Coordination, System Implementations, Appraisals
Education
Orange Coast College 2003 — 2006
Some College
Marina High School 2000 — 2003
HomDNA January 2014 - Present
Diverse Holdings Company 1999 - Present
Consolidated Analytics, Inc. 2008 - Present
Skills
Management, Real Estate, Valuation, Strategic Planning, Business Development, Private Equity Funding
Education
USC 1987 — 1991
BSBA, Business Administration
Chaminade College Prep 1983 — 1987
Global Merchandising Services May 2015 - Present
Artist Series Guitar, Inc. January 2014 - May 2015
Elt Systems January 2014 - March 2014
Sears Holdings Corporation October 2013 - January 2014
Advantage Sales & Marketing October 2013 - January 2014
Premier Utility Services July 2013 - September 2013
Premier Utility Services May 2013 - July 2013
Consolidated Analytics, Inc. May 2012 - February 2013
Quality Valuation Services "QVS" February 2012 - May 2012
Trimavin / Triverify June 2010 - February 2012
Skills
Time Management, Sales, Software Documentation, Appraisals, Vendor Management, Customer Service, Telecommunications, Networking, Databases, Valuation, Technical Support, Underwriting, Invoicing, Lotus Notes, Auditing, Research, Advertising, Business Development, Social Media Marketing, Communication, Social Media, Leadership, Marketing Strategy, Management, Team Building
Education
Fullerton High School 2004 — 2008
Diploma, General Eduation
Fullerton College
Journalism
Consolidated Analytics, Inc. October 2012 - Present
Sullivan Realty Group 2002 - December 2012
Education
Bryant University 1982 — 1984
BSBA, Accounting
University of Southern California 1980 — 1981
Broadcast Journalism
Bryant University 1972 — 1976
Consolidated Analytics, Inc. May 2013 - Present
Consolidated Analytics June 2010 - May 2013
Consolidated Analytics 2010 - 2010
Skills
Real Estate, Leadership, Loss Mitigation, Foreclosures, Appraisals, Team Building, Valuation, Negotiation, Real Estate Transactions, Customer Service
Education
California State University-Fullerton 1977 — 1982
BS, Finance