Cypress Financial Corporation
Industry: Company
DescriptionParent organization: Cypress Financial Holdings Corporation Subsidiary: Cypress Capital Corporation
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Cypress Financial Corporation Employees
Cypress Financial Corporation February 2012 - January 2015
Grant Thornton LLP August 2011 - January 2012
Rothstein Kass October 2007 - August 2011
KPMG September 2004 - March 2007
KPMG Singapore August 2000 - August 2004
Skills
GAAP, Accounting, Private Equity, Hedge Funds, Financial Services, Banking, Mortgage Lending, Fund Of Funds, Tax, Aircraft Leasing, Leasing, Risk Management, SEC filings, SEC Filings, Auditing, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act
Education
Nanyang Technological University 1997 — 2000
Bachelor
Asti Financial Management, LLC January 2014 - Present
Vita Vie Financial Planning 2011 - 2011
Sequoia Contract Works, Ltd. February 2005 - October 2010
Cypress Financial Corporation January 2004 - January 2005
PLM International Inc. September 2000 - June 2003
Wells Capital Management September 1999 - August 2000
Cambridge Investments Ltd. August 1996 - December 1998
Education
University of California, Berkeley 2010 — 2012
Certification Program
San Francisco State University
MBA
University of Colorado at Boulder
Bachelor of Arts
New American Funding September 2014 - Present
Opes Advisors April 2013 - September 2014
RPM Mortgage Inc August 2011 - March 2013
Summit Funding, Inc May 2010 - June 2011
Prospect Mortgage, LLC August 2004 - April 2010
The Home Loan Group May 1999 - August 2004
AmeriCal Funding Inc February 1995 - May 1999
Cypress Financial Corporation May 1989 - February 1995
Skills
Loans, Sellers, Referrals, Retail, Mortgage Lending, Refinance, FHA, Residential Mortgages, Mortgage Banking, Sales Management, Loan Origination, Leadership, Selling, Sales, Business Development, USDA, Investment Properties, Training, REO, Real Estate Transactions, Real Estate Financing, VA loans, Residential Homes, First Time Home Buyers, Credit, FHA financing, Short Sales, Investments, Finance, Certified Mortgage..., Funding, Real Estate, Reverse Mortgages, Real Estate Economics, Underwriting, Mortgage Underwriting, Real Property, Construction Loans, Commercial Mortgages, VA Loans, FHA Financing
Education
San Jose State University 1983 — 1988
Bachelor's Degree, Business Management
Bank of America: Home Loans & Insurance July 2010 - Present
Bank of America: Home Loans & Insurance Technology October 2008 - June 2010
Countrywide Home Loans December 2005 - September 2008
Motion Picture Association of America August 2001 - December 2005
LexisNexis March 1999 - July 2001
Motion Picture Association of America April 1998 - March 1999
LexisNexis June 1997 - April 1998
NationsBanc Mortgage August 1995 - March 1997
GMAC-Residential Funding Corp. January 1995 - August 1995
Cypress Financial Corporation November 1993 - May 1994
Education
California State University-Northridge
Bachelor of Arts (B.A.), Communication Theory, focus in Business Management
Seattle Oasis Vacation Rentals January 2007 - Present
Atlas Financial Corporation February 2006 - February 2010
Cypress Financial Corporation February 2005 - February 2006
Skills
Property Management, Vacation Homes, Vacation Rental, Customer Service, Marketing, Investment Properties, Finance, Social Media Marketing, Online Advertising, New Business Development, Real Estate, Marketing Strategy, Sales, Social Media, Public Relations, Negotiation, Advertising, Email Marketing, Investors, Hospitality, Business Strategy, Condos, Property, Online Marketing, Tourism, Business Development, Start-ups, Entrepreneurship, Hotels, Vacation, Management, Small Business, Selling, Leisure, E-commerce, B2B, Business Planning, Online Travel, Contract Negotiation, Tour Operators, Trade Shows, Leisure Travel, Resorts, Strategic Partnerships, Web Marketing, Social Networking, SEM, SEO, Lead Generation, Sales Management
Education
Pitzer College 2000 — 2004
B.A., Honors in Economics & Psychology
Seattle Academy of Arts and Sciences 1996 — 2000
Diploma, Valedictorian
Hope Lutheran 1993 — 1996
Cypress Financial Corporation May 2012 - Present
Cypress Financial Corporation 2000 - May 2012
Silvermine Capital Group, LLC, 1998 - 2002
MGC/Griffin Capital Corp., Harrison, NY 1996 - 1998
MGC Capital Corp. 1985 - 1996
GATX Leasing Corporation 1984 - 1985
Citicorp Industrial Credit, Inc. 1983 - 1984
Citigroup 1983 - 1984
GATX Leasing Corporation 1979 - 1983
Baker & McKenzie 1977 - 1979
Skills
Investments, Financial Structuring, Leases, New Business Development, Financial Modeling, Asset Management, Due Diligence, Joint Ventures, Management, Mergers, Private Equity, Risk Management, Portfolio Management
Education
University of California, Berkeley - School of Law 1971 — 1974
Juris Doctor, Law
Cypress Financial Corporation 2004 - Present
KPMG 2000 - 2001
Skills
Accounting, Internal Controls, Financial Audits, Consolidation, Investments, Management, Financial Modeling, Banking, Private Equity, Alternative Investments, Financial Reporting, US GAAP, Hedge Funds, Auditing, Financial Analysis, Due Diligence, GAAP, Corporate Finance, Portfolio Management, Fund Of Funds
Education
California State Polytechnic University-Pomona 1997 — 2000
BS, Accounting
CitiFinancial May 1999 - January 2007
Imperial Credit Industries, Inc. June 1995 - May 1999
Cypress Financial Corporation June 1985 - June 1995
Education
Arizona State University 1970 — 1973
Jr College 1966 — 1968
AA, General
Cypress Financial Corporation
Skills
Portfolio Management, Alternative Investments, Due Diligence, Private Equity, Asset Management, Financial Modeling, Mergers & Acquisitions, Financial Structuring, Structured Finance, Investments, Corporate Finance
Education
Pomona College