Elderlife Financial Services

Description

Address: 7529 Standish Pl #300, Rockville, MD 20855 Hours: Open ⋅ Closes 8PM Friday9AM–8PMSaturdayClosedSundayClosedMonday9AM–8PMTuesday9AM–8PMWednesday9AM–8PMThursday9AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (888) 228-4500Website: : Category: : : : Place name: : : Website: http://elderlifefinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Elderlife Financial Services Posting publicly on the Web Write a review Reviews"Amazing people to work with." "Would highly recommend this company." "The staff was professional, courteous, thorough, and efficient." View all Google reviews

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Elderlife Financial Services Employees

Employee
Years
Job
Industry
Ritika Mathur Ritika Mathur Washington, District Of Columbia Details
Ritika Mathur's Elderlife Financial Services Experience June 2011 - Present
Job Business and Operations Strategy Analyst at Elderlife Financial Services
Industry Financial Services
Experience
Elderlife Financial Services   June 2011 - Present
Progressions Salon and Spa   May 2008 - January 2011
Hydros Bottle LLC  August 2010 - December 2010
Emdo Entertainment   January 2010 - February 2010

Skills
R, SAS, MS Office Suite, Eviews, LaserPro, Salesforce.com, Microsoft Office, Access, Microsoft Word, Event Planning, SPSS, Research, Fundraising, Leadership, Customer Service, Microsoft Excel, PowerPoint, Data Analysis

Education
The George Washington University   2008 — 2012
Bachelor of Science, Economics & Minor in Statistics

St. Paul Academy and Summit School   2005 — 2008

Steve Szpytek Steve Szpytek San Diego, California Details
Steve Szpytek's Elderlife Financial Services Experience April 2011 - February 2013
Job SVP Head of Consumer Unsecured Lending at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank  October 2015 - Present
LOANZ, Inc  January 2015 - October 2015
Fay Servicing, LLC  April 2014 - December 2014
Intus Capital/Performance One Financial   November 2013 - April 2014
Performance Home Loans   February 2013 - October 2013
Elderlife Financial Services   April 2011 - February 2013
ECC Capital Corporation   October 2008 - October 2011
Encore Credit Corp  February 2002 - February 2007
New Century Mortgage Corporation  December 1996 - 2002
Household International  September 1988 - December 1996

Skills
Mortgage Lending, Leadership, Loans, Portfolio Management, Finance, Mortgage Banking, Management, Underwriting, Credit, Loan Origination, Real Estate Economics, Strategic Planning, Sales, Executive Management, Loss Mitigation, Funding, Real Estate Financing, FHA, Asset Management, Valuation, Human Resources, Due Diligence, Real Estate, Refinance, Mortgage Underwriting, Banking, Investment Properties, Process Improvement, Risk Management, Residential Mortgages, USDA, Asset Managment, Mergers & Acquisitions, Start-ups, Financial Services, Credit Risk, CRM, Encompass, Salesforce.com...

Education
Cornell College   1985 — 1988
BA, Business, Economics and Psychology

Drew Hrvatin Drew Hrvatin Bloomington, Indiana Details
Drew Hrvatin's Elderlife Financial Services Experience June 2015 - Present
Job Systems Analyst at Elderlife Financial Services
Industry Information Technology and Services
Experience
Elderlife Financial Services   June 2015 - Present
Indiana University Bloomington  August 2012 - Present
Elderlife Financial Services   May 2014 - August 2014
Self-Employed  May 2010 - August 2013
Helfrich Hills Golf Course   August 2008 - December 2008

Skills
HTML, Python, Programming, Microsoft Office, CSS, Management

Education
Indiana University Bloomington   2012 — 2015
Bachelor of Science (BS), Informatics

John A. Logan College   2010 — 2012
General Studies

Karen Crolius Karen Crolius Charlottesville, Virginia Details
Karen Crolius's Elderlife Financial Services Experience 2009 - 2012
Job SVP of Business Development/Senior Consultant at Sage Age Strategies
Industry Marketing and Advertising
Experience
Sage Age Strategies  June 2012 - Present
Elderlife Financial Services   2009 - 2012
Horizon Bay Retirement Living  2006 - 2009

Skills
Social Media Marketing, Marketing Communications, Advertising, Media Relations, Database Marketing, Interactive Marketing, Marketing Strategy, Client Development, Marketing Automation, Web Design, Customer Acquisition, Market Planning, Digital Marketing, Online Marketing, Email Marketing, Direct Mail, Marketing, Leadership Development, SEO, Market Analysis, New Business Development, Market Research, Public Speaking, Online Advertising, Start-ups, Integrated Marketing, Sales Process, Event Planning, Medicare, Direct Marketing, Business Development, Corporate Branding, B2B

Education
Penn State University
Bachelor of Business Administration (B.B.A.), Business with Minor in Marketing

William and Mary
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

Eric Gombya Eric Gombya Laurel, Maryland Details
Eric Gombya's Elderlife Financial Services Experience January 2013 - Present
Job Sr Accountant/Analyst at Elderlife Financial Services
Industry Accounting
Experience
Elderlife Financial Services   January 2013 - Present
URA  August 2011 - August 2012
Barclays Bank  May 2007 - August 2011

Skills
Government, Auditing, Accounting, Microsoft Excel, Tax, Microsoft Office, Microsoft Word, Research, Use Tax, PowerPoint, Policy, QuickBooks

Education
CPA USA   2015 — 2016
CPA USA, Accounting and Finance

Edinburgh Business School   2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, Finance & Accounting

ACCA   2008 — 2012
ACCA(UK) (Fundamental and Professional Level) & Advanced Diploma in Accounting & Finance, Accounting and Finance

Makerere University   2003 — 2006
Bachelors In Office & Information Management, Information Resources Management, 1st Class

Rachelle Eason Rachelle Eason Derwood, Maryland Details
Rachelle Eason's Elderlife Financial Services Experience June 2014 - August 2014
Job Resident Assistant at St. Johns University/ intern at Elderlifefinancial
Industry Higher Education
Experience
St. Johns University  August 2013 - Present
Elderlife Financial Services   June 2014 - August 2014
Elderlife Financial Services   June 2013 - August 2013
Bath and Body Workshops   May 2013 - June 2013

Skills
Public Speaking, Microsoft Excel, Social Media, English, French, Spanish, Creative Writing, WordPress, Social Networking

Education
St. John's University   2012 — 2016
Journalism, Junior

Holly Mathers Holly Mathers Baltimore, Maryland Area Details
Holly Mathers's Elderlife Financial Services Experience June 2014 - May 2015
Job Staffing Consultant at Randstad USA
Industry Financial Services
Experience
Randstad USA  April 2015 - Present
Randstad USA  April 2015 - Present
Baltimore Yacht Club   May 2009 - Present
Elderlife Financial Services   June 2014 - May 2015
Maryland Conservation Jobs Corps   May 2013 - August 2013
Aflac  March 2013 - May 2013
Carroll Gymnastics Center   2004 - 2008

Skills
Microsoft Excel, WordPress, Microsoft Publisher, Donor Solicitation, Social Networking, Outlook, Microsoft Word, Communication, Blogging, Blog Marketing, Spreadsheets, Salesforce.com, Customer Service

Education
McDaniel College   2008 — 2012
Bachelor of Arts (B.A.), Communication, General

McDaniel College   2008 — 2012
Bachelor's degree, Communication, General

Stephanie Dodson Stephanie Dodson Lubbock, Texas Area Details
Stephanie Dodson's Elderlife Financial Services Experience September 2011 - Present
Job Divisional Sales Leader at Elderlife Financial Services
Industry Financial Services
Experience
Elderlife Financial Services   September 2011 - Present
Home Instead Senior Care  October 2010 - September 2011
Assisted Living Concepts  February 2010 - October 2010
Horizon Bay Retirement Living  August 2007 - November 2009

Skills
Long-term Care, Elder Care, Home Care, Healthcare, Medicare, Seniors, Case Management, Alzheimer's disease, Team Building, Medicaid, Managed Care, Leadership Development, Training, Case Managment, Strategic Planning, Hospitals, Community Outreach, Retirement Homes, Independent Living, Marketing, Coaching, Market Planning, Lead Generation, Healthcare Management, Healthcare Industry, Account Management, Customer Service, Salesforce.com, Social Networking, Multi Family Properties, Commercial Management, Sales and Marketing, Sales Presentations, Client Presentation, Outstanding time..., Budgets, Leadership

Education
South Plains College   1994 — 1998

Coronado High School   1992 — 1994

Nikki Bowman Nikki Bowman Knoxville, Tennessee Area Details
Nikki Bowman's Elderlife Financial Services Experience September 2013 - May 2014
Job Cellular Sales: Returns Lead
Industry Wireless
Experience
Cellular Sales  May 2014 - Present
Elderlife Financial Services   September 2013 - May 2014
Comcast Cable  October 2012 - August 2013
Sprint Nextel  August 2010 - October 2012

Skills
Solution Selling, Wireless, Customer Retention, Telecommunications, Direct Sales, Customer Experience, Sales Operations, Mobile Devices, Salesforce.com, Call Centers, Sales Process, Unified Communications, Customer Satisfaction, Managed Services, Account Management, B2B, Cellular Communications, Strategic Partnerships, Sales Management, Customer Service

Education
Tusculum College   2014 — 2016
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General

Roane State Community College
Associate of Science (A.S.), General Studies

Amy Kodman, MA, LPC Amy Kodman, MA, LPC Greater Chicago Area Details
Amy Kodman, MA, LPC's Elderlife Financial Services Experience May 2012 - June 2013
Job Clinical Counselor, IL District Manager
Industry Mental Health Care
Experience
Memory Training Centers of America  June 2013 - Present
Elderlife Financial Services   May 2012 - June 2013
Resurrection Health Care  July 2010 - May 2011
Indiana University  December 2005 - August 2009

Skills
Psychology, SPSS, Psychotherapy, Mental Health, Crisis Intervention, Treatment, Counseling Psychology, Social Services, Case Management, Therapists, Clinical Research, Group Therapy, Program Development, Adolescents, Psychological Assessment, Public Speaking

Education
The Chicago School of Professional Psychology   2009 — 2011
Master's degree, Clinical, Counseling and Applied Psychology

Indiana University Bloomington   2005 — 2009
Bachelor's degree, Psychology

Elias Papasavvas, CPA Elias Papasavvas, CPA Washington D.C. Metro Area Details
Elias Papasavvas, CPA's Elderlife Financial Services Experience January 2000 - October 2012
Job Finance VP, Artis Senior Living; Advisor, True Link Card; Founder & CEO, Elderlife Financial Services (2000 2012)
Industry Executive Office
Experience
Artis Senior Living   April 2014 - Present
True Link Financial  March 2014 - Present
Elderlife Financial Services   January 2000 - October 2012
Independent Research on the fields of Aging and Financial Services for Aging Consumers   September 1998 - December 1999
Arthur Andersen LLP  August 1997 - August 1998

Skills
Start-ups, Team Building, Healthcare, Strategic Planning, Executive Management, Elder Care, Retirement Homes, Loans, Seniors, Entrepreneurship, Medicare, Leadership, Medicaid, Public Speaking, Nonprofits, Retail Banking, Consumer Lending, Wealth Management..., Real Estate, Due Diligence, Long-term Care, Home Care, Healthcare Management, Mergers & Acquisitions, Marketing Strategy, Managed Care, Small Business, Financial Services, Community Outreach, Program Management, Healthcare Industry, Analysis, Finance, Venture Capital, Healthcare Consulting, New Business Development, Mortgage Lending, Retirement, Banking, Turn Around Management, Financial Structuring, Budgets, Acquisitions, Private Equity, Corporate Development, Investments, Real Estate Economics, Compassion, Credit, Business Development

Education
University of Virginia   1996 — 1997
Master of Science in Accounting, McIntire School of Commerce, (Areas of focus included Accounting, Taxation, and Finance).

George Mason University   1991 — 1996
B.S., Accounting

Roque Santi Roque Santi Washington D.C. Metro Area Details
Roque Santi's Elderlife Financial Services Experience 2009 - Present
Job CEO at Elderlife Financial Services
Industry Financial Services
Experience
Elderlife Financial Services   2009 - Present
ECC Capital Corp   2004 - Present
EY  2002 - 2004
Andersen  1993 - 2002
Deloitte  1986 - 1993

Skills
Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Alternative Investments, Capital Markets, Mortgage Lending, Asset Management, Financial Modeling, SEC filings, Credit Analysis, Executive Management, Finance, Mortgage Banking, Underwriting, Restructuring, Portfolio Management, Loans, Investments, Mergers, Managerial Finance, Hedge Funds, Securities, Credit, Business Valuation, Strategic Planning, Strategic Financial..., Risk Management, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Sarbanes-Oxley Act, Structured Finance, Internal Controls, Investment Banking, Venture Capital, IPO, Accounting, Equities

Education
Pace University - Lubin School of Business   1981 — 1986

Jim Pusateri Jim Pusateri Greater Nashville Area Details
Jim Pusateri's Elderlife Financial Services Experience September 2007 - November 2008
Job Senior Vice President, Sales Brookdale Senior Living
Industry Health, Wellness and Fitness
Experience
Brookdale Senior Living  December 2008 - Present
ALFA - Assisted Living Federation of America  2008 - Present
Elderlife Financial Services   September 2007 - November 2008
LCOR, INC  March 2000 - August 2005
Brookdale Senior Living  1997 - 2000
Vi, formerly known as Classic Residence by Hyatt  1991 - 1996

Skills
Team Building, Strategic Planning, Retirement Homes, New Business Development, Budgets, Customer Service, Marketing Strategy, Negotiation, Healthcare, Account Management, Contract Negotiation, Business Development, Public Speaking, Coaching, Leadership, Entrepreneurship, Long-term Care, Public Relations, Recruiting, Lead Generation, Training, Market Planning, Management, Medicare, Start-ups, Operations Management, Leadership Development, Home Care, Marketing, Event Planning, Social Media Marketing, Employee Relations, Sales Management, Sales, Team Leadership, Sales Operations, Business Planning, Selling, Fundraising, Strategic Partnerships, Strategy, Marketing Communications, Social Networking, Advertising, Healthcare Industry, Executive Management, Online Marketing, Elder Care

Education
University of Kansas   1981 — 1986
BA, Interpersonal Communications

Ebonie Baker Ebonie Baker Columbia, Maryland Details
Ebonie Baker's Elderlife Financial Services Experience April 2014 - Present
Job Operations Associate at Elderlife Financial Services
Industry Financial Services
Experience
Elderlife Financial Services   April 2014 - Present
Roundpoint Mortgage  November 2013 - April 2014
New Penn Financial, LLC  June 2012 - November 2013
P.K.W. Associates, Inc.   July 2011 - June 2012
Morris Hardwick Schneider  December 2010 - July 2011
JCM Control Systems, Inc.   December 2008 - July 2010
CVS Caremark Corporation  April 2006 - July 2010
Helicopter Marketing & Communications  January 2010 - June 2010

Skills
Packaging, Customer Relations, PowerPoint, Microsoft Office, Social Media, Document Management, Documentation, Data Analysis, Contract Negotiation, Procurement, Payroll Software, Payment Processing, Client Relationship..., Technical Recruiting, Consultative Selling, Administrative Support, Office Administration, Strategic Planning, Troubleshooting, Legal Research, Legal Writing, Organizational..., Software Documentation, Research, Customer Service, CRM, Recruiting, Administrative..., Training, Mortgage Lending

Education
Towson University   2006 — 2010
Bachelor of Science, Business Administration/Marketing Concentration

Drew Bowie Drew Bowie Holly Springs, North Carolina Details
Drew Bowie's Elderlife Financial Services Experience February 2014 - June 2015
Job Senior Account Manager at Senior Veterans Council
Industry Financial Services
Experience
Senior Veterans Council   June 2015 - Present
Elderlife Financial Services   February 2014 - June 2015
Old Line Bank  August 2013 - January 2014
NewDay Financial  July 2011 - June 2013

Skills
Research, Customer Service, Strategic Planning, Project Management, Public Speaking, Change Management, Social Media, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Marketing, Business Development, Creative Strategy, Architectural Design

Education
The Johns Hopkins University   2012 — 2014
Master of Liberal Arts, Liberal Arts and Sciences/Liberal Studies

East Carolina University   1999 — 2003
Bachelor's degree, International Business

Université Paris-Sorbonne   2002 — 2002
Certificat de Langue française, French Studies