Elite Financial

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Elite Financial Employees

Employee
Years
Job
Industry
Katie Kendell Katie Kendell Chicago, Illinois Details
Katie Kendell's Elite Financial Experience January 2010 - January 2012
Job Financial Analyst & FOREX Trader
Industry Capital Markets
Experience
Elite Financial   January 2010 - January 2012
Merrill Lynch  January 2005 - January 2010

Education
DePaul University

Sam McLean Sam McLean Miami/Fort Lauderdale Area Details
Sam McLean's Elite Financial Experience February 2009 - November 2009
Job Technical recruiter at The Experts
Industry Information Technology and Services
Experience
The Experts  December 2009 - Present
Elite Financial   February 2009 - November 2009
Club staffiing   September 2008 - February 2009
TekPartners  November 2007 - August 2008
Robert Half Technology  April 2007 - October 2007
The Experts  April 2005 - April 2007

Skills
Screening, Sourcing, Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, SDLC

Education
Florida Atlantic University
Bachelors, Sociology

Kathleen Traversari Kathleen Traversari Easton, Maryland Details
Kathleen Traversari's Elite Financial Experience 1997 - 2001
Job Clinical Social Work Intern at For All Seasons
Industry Mental Health Care
Experience
For All Seasons   August 2013 - Present
Chesapeake Bay Psychological   January 2013 - Present
Chesapeake Bay Psychological Services, LLC   August 2011 - May 2013
Channel Marker   September 2010 - December 2010
Shore Health System  2009 - 2010
Kathy's Graphics   1997 - 2008
Elite Financial   1997 - 2001

Skills
Social Work, Mental Health, Psychology, Life Coaching, Empowerment, Knowledge Sharing, Public Speaking, Office Administration

Education
Salisbury University   2013 — 2014
Master of Social Work (MSW), Social Work

Credited Seminars   2013 — 2013
Advances in Preventing Cognitive Decline: Getting Old, Thinking Young, Social Work, 6 CEU's

Salisbury University   2011 — 2013
Bachelor of Arts in Social Work (BASW), Summa Cum Laude / Psychology Minor, Social Work, 4.0 GPA

Chesapeake College   2009 — 2011
Associate of Arts and Sciences (A.A.S.), Mental Health, 4.0 GPA

Catonsville Community College   2001 — 2006
Transferred, Social Sciences, General Studies, 3.59 GPA

Charles Krauth Charles Krauth Walnut Creek, California Details
Charles Krauth's Elite Financial Experience 1993 - 2009
Job Senior Loan Officer at Guild Mortgage Company
Industry Real Estate
Experience
Guild Mortgage Company  June 1993 - Present
Elite Financial   1993 - 2009

Education
California State University-Sacramento   1985 — 1989
Business, Marketing, Communications

Brad Blumert, CMP, CSP Brad Blumert, CMP, CSP Greater Los Angeles Area Details
Brad Blumert, CMP, CSP's Elite Financial Experience 2009 - Present
Job Loan Officer at Elite Financial
Industry Real Estate
Experience
Elite Financial   2009 - Present
Williams Homes  October 2012 - November 2014
Building Industry Association - Los Angeles/Ventura   2000 - 2011
Weston Communities   February 2005 - March 2009
The Olson Company  2003 - 2005
DR Horton  2001 - 2003
Weston Communities   1999 - 2001

Skills
Budgeting, Real Estate, New Home Sales, Selling, Construction, Negotiation, Retail, Scheduling, Home, Sales Management, Purchasing, Customer Service, Customer Relations, Condos, Public Relations, Short Sales, Marketing Strategy, First Time Home Buyers, Excel, Single Family Homes, Team Building, Market Research, Marketing Communications, Word, PowerPoint, Problem Solving, Microsoft Office, Market Analysis, Forecasting, Interior Design, Outlook, Real Estate Transactions, Budgets, Microsoft Excel, Sales, Process Scheduler, Microsoft Word, Business Development, Loans, Leadership, Real Estate Economics, Management, Real Estate Financing, Finance, Mortgage Lending, FHA, New Homes, USDA, Credit, Refinance

Education
California State University-Northridge
Marketing

Robert Cooley Robert Cooley San Francisco Bay Area Details
Robert Cooley's Elite Financial Experience October 1992 - April 2010
Job Branch Manager / Loan Officer, Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company  April 2010 - Present
Elite Financial   October 1992 - April 2010

Skills
Mortgage Banking, FHA, Mortgage Lending, USDA, Refinance, VA loans, Loan Origination, FHA financing, Residential Mortgages, Certified Mortgage..., Loans, Government Loans, First Time Home Buyers, Reverse Mortgages, Investment Properties, Underwriting, Mortgage Underwriting, Credit, Real Estate Economics, Real Estate Financing, Real Estate, REO, Investors, Condos, Single Family Homes, Foreclosures, Sellers, HUD, Referrals, FHA Financing, VA Loans

Education
San Diego State University-California State University   1985 — 1987
B.S., marketing

Ben Tatkow Ben Tatkow Miami/Fort Lauderdale Area Details
Ben Tatkow's Elite Financial Experience December 2005 - December 2007
Job Application Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle  May 2012 - Present
Oracle  January 2011 - May 2012
Olympus NDT  June 2008 - February 2011
Elite Financial   December 2005 - December 2007
Procter & Gamble  May 2006 - August 2006

Skills
Salesforce.com, ERP, SaaS, Enterprise Software, Solution Selling, Business Intelligence, CRM, Cloud Computing, Professional Services, Vendor Management, Project Management, Start-ups, Sales, Pre-sales, Product Management, Sales Process

Education
Lehigh University
B.S., Industrial Engineering

Gustavo Alvarez Gustavo Alvarez Greater Los Angeles Area Details
Gustavo Alvarez's Elite Financial Experience March 2003 - November 2005
Job Professional Realtor at Castle Realty Group
Industry Real Estate
Experience
Castle Realty Group   May 2015 - Present
Latino Investments Group And Associates   June 2006 - Present
ALSA REO SERVICES   May 2008 - November 2014
RealEstateAuctions.com  October 2013 - January 2014
Remax Camino Real   November 2007 - May 2008
Superior Lending and Investments   December 2005 - October 2007
Elite Financial   March 2003 - November 2005
Casa Bella Properties   March 2003 - June 2005

Skills
Real Estate Transactions, Loan Origination, Web Design, Property Management, Contractors, Reo Services, Property Preservation, Short Sales, REO, Project Management, Human Resources, First Time Home Buyers, Property, Real Estate, Investment Properties, Real Estate Auctions, Auctions, Foreclosures, Sellers, Investors, FHA, Buyers, Listings, Mortgage Lending, Sales

Education
Allied Real Estate   2013 — 2013
NMLS License, Morgage and Loans

Allied Real Estate Schools   2003 — 2003
Real Estate License, Real Estate, A+

Landmark Education   2002 — 2002
Self Improvement, Human Resources Management/Personnel Administration, General, A+

Scroc   2001 — 2002
Web design, Web Page, Digital/Multimedia and Information Resources Design, A+

Luzinger High School   1990 — 1992
High School Diploma, Real Estate

Andrew Margin Andrew Margin Chicago, Illinois Details
Andrew Margin's Elite Financial Experience September 2003 - November 2004
Job Vice President of Strategic Development
Industry Banking
Experience
Guaranteed Rate  July 2014 - July 2015
Guaranteed Rate, Inc  June 2010 - July 2014
Guaranteed Rate  November 2004 - March 2010
Elite Financial   September 2003 - November 2004
Lakeshore Funding  June 2002 - August 2003

Skills
Onboarding, Training, Performance Management, Mortgage Lending, Coaching, Loans, Leadership, Customer Service, Refinance, Credit Analysis, FHA, VA Loans, Mortgage Banking, Loan Origination

Education
DePaul University   1998 — 2002
Bachelor of Science (B.S.), Psychology

Alicia Bacon Alicia Bacon Greater San Diego Area Details
Alicia Bacon's Elite Financial Experience March 2010 - Present
Job Catering Corporate Specialist at Hotel Del Coronado
Industry Logistics and Supply Chain
Experience
Hotel Del Coronado  November 2014 - Present
Elite Financial   March 2010 - Present
Hotel del Coronado  2014 - 2015
Hotel del Coronado  2014 - 2015
InterContinental Coffee Trading   2013 - 2014
Divorce Resource, Inc.   August 2009 - July 2012
Caring Hearts Agency, LLC   June 2006 - February 2010

Education
Pepperdine University   2009 — 2009
Certificate, Straus Institute for Dispute Resolution

Modesto JC

Jeffrey Wick Jeffrey Wick Miami/Fort Lauderdale Area Details
Jeffrey Wick's Elite Financial Experience October 2004 - Present
Job Chief Financial Officer at North Star Contractors
Industry Construction
Experience
North Star Contractors   December 2007 - Present
EZ Datalinx, Inc   December 2006 - Present
Cirrus Holding Corp   March 2006 - Present
Elite Financial   October 2004 - Present
Debt Management   January 2004 - October 2004
Applied Card Systems  September 1999 - January 2004
Sunshine Fast Foods   December 1992 - December 1996
Burger King Independent   December 1984 - January 1990

Education
Metropolitan State University   1984 — 1986
Business

University of Minnesota-Twin Cities   1982 — 1984

Justin Livingston Justin Livingston Sacramento, California Area Details
Justin Livingston's Elite Financial Experience 2007 - 2008
Job Program Analyst at California Public Employees' Retirement System
Industry Government Administration
Experience
California Public Employees' Retirement System  2008 - 2012
Elite Financial   2007 - 2008
Mass Lending   2005 - 2006
Ameriquest Mortgage  2002 - 2005

Skills
Lead Generation, Account Management, Consultative Sales..., Contract Management, New Business Development, Contract Negotiation, RFP Generation, Operating Budgets, Customer Service, Project Management, Sales Management, Microsoft Office, Cold Calling, Sales Operations, Budgets, Mortgage Lending, Analysis

Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.)

Karan Pannu Karan Pannu Tustin, California Details
Karan Pannu's Elite Financial Experience March 2011 - Present
Job Sr. Financial Analyst at UCI Medical Affiliates
Industry Financial Services
Experience
UCI Medical Affiliates  June 2014 - Present
Elite Financial   March 2011 - Present
Capital Group  July 2012 - July 2013
Deutsche Bank  June 2011 - August 2012
State Street / IMS   May 2008 - February 2011
Merrill Lynch  2006 - 2008
E*TRADE Financial  February 2005 - May 2006

Skills
Derivatives, Mortgage Lending, Equities, Loans, Hedge Funds, Swaps, Finance, Bonds, Investments, Real Estate Transactions, Credit, Banking, Corporate Actions, Trading, Funding, Business Analysis, Securities, Bloomberg, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Valuation, First Time Home Buyers, Listings, Financial Services, Fitness Training, Sellers, Buyers, Middle Office, Kuali Financial System

Education
University of California, Irvine   2000 — 2004

Michael Horland Michael Horland Greater Los Angeles Area Details
Michael Horland's Elite Financial Experience June 2014 - Present
Job Loan Broker with Elite Financial.
Industry Real Estate
Experience
Elite Financial   June 2014 - Present
RE/MAX Estates  2008 - Present
RE/MAX Estates (Agoura Hills) & RE/MAX Showcase (Sherman Oaks)   November 2007 - Present
Mike's Commercial Real Estate   June 2007 - Present
MKH Packaging   June 2004 - November 2010
RE/MAX OTB   2005 - 2009
ACA  December 1987 - November 2003
Gold Key Realty   December 1978 - December 1987

Skills
Investment Properties, Broker of Record, Real Estate, Mortgage Loan Originator, Investors, REO, Sellers, Finance, Leasing Professional, Apartment Sales, Short Sales, Building High..., Foreclosures, Loan Origination, First Time Home Buyers, Condos, Property, Commercial Real Estate, Sales, Real Estate Transactions, Green Technology, Negotiation, Single Family Homes, Property Management, Residential Homes, Referrals, Relocation, Selling, Apartments

Education
University of Miami   1970 — 1974
Business Administration

Grant Harvey Grant Harvey Albuquerque, New Mexico Area Details
Grant Harvey's Elite Financial Experience March 2010 - Present
Job Mortgage Broker at Elite Financial
Industry Financial Services
Experience
Elite Financial   March 2010 - Present
White Fox Mortgage   March 2007 - Present

Skills
Negotiation, Mortgage Lending, Loans, Customer Service, Credit, Strategic Planning, Management, Start-ups, New Business Development, Contract Negotiation, Process Improvement, Sales, Mortgage Banking, FHA, First Time Home Buyers, Refinance, Entrepreneurship, Public Speaking

Education
The University of New Mexico - Robert O. Anderson School of Management   1998 — 2003
Business BA, Finance

The University of New Mexico - Robert O. Anderson School of Management   1998 — 2003
Finance, General

Helen E Kantzas Helen E Kantzas Milford, Connecticut Details
Helen E Kantzas's Elite Financial Experience March 2007 - August 2011
Job Senior Recruiter at Greenfield Source, LLC
Industry Human Resources
Experience
Greenfield Source, LLC   July 2014 - Present
Elite Financial   March 2007 - August 2011
Salon 3303   June 1997 - October 2003
Eleni Fashions   1991 - 1997

Skills
Recruiting, Talent Acquisition, Human Resources, Technical Recruiting, Employee Relations, Talent Management, Interviews, Sourcing, Executive Search, Applicant Tracking..., Onboarding, Permanent Placement, Temporary Placement, Biotechnology, Temporary Staffing

Education
University of Bridgeport   1983 — 1986

Stamford High School

Desmond Heard Desmond Heard Greater Chicago Area Details
Desmond Heard's Elite Financial Experience February 2007 - September 2010
Job Account Executive at New Horizons Computer Learning Centers VMWARE, CISCO, MICROSOFT, CITRIX, PMP, ITIL, COMPTIA
Industry Information Technology and Services
Experience
New Horizons Computer Learning Centers  2014 - Present
All My Sons Moving & Storage  2013 - 2014
The Cheesecake Factory  2010 - 2013
Elite Financial   February 2007 - September 2010
Illinois Mortgage Funding  March 2004 - February 2007

Skills
Sales, Customer Service, Account Management, Sales Management, Leadership, PowerPoint, Management, Microsoft Office, Microsoft Word, Marketing, Sales Operations, Microsoft Excel, Direct Sales, New Business Development, Marketing Strategy, Research, Finance, Insurance, Operations Management

Education
Roosevelt University   2010 — 2011
Bachelors degree, business mgmt./ Professional Studies, 3.43

Southern Illinois University, Carbondale   2001 — 2002
N/A, Business Administration and Management, General, 3.5

College of DuPage   1998 — 2001
Associate's degree, General Studies, 2.87

Kevin Hugus Kevin Hugus Encino, California Details
Kevin Hugus's Elite Financial Experience March 2015 - Present
Job Sr. Loan Processor at Elite Financial
Industry Real Estate
Experience
Elite Financial   March 2015 - Present
New American Funding  September 2014 - February 2015
Prospect Mortgage, LLC  September 2012 - March 2014
TRG Financial   February 2012 - August 2012
The Mortgage House  October 2011 - January 2012
First Financial Bancorp  2008 - 2008
Option One Mortgage  2003 - 2007
BNC Mortgage  2001 - 2003
New Haven Financial   1999 - 2001
Ameriquest Mortgage  1997 - 1999

Skills
Mortgage Lending, Underwriting, Real Estate, Commercial Mortgages, Loans, Commercial Real Estate, Funding, Residential Homes, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, Commercial Lending, Refinance, FHA financing

Education
California State University-Northridge   1991 — 2009
Bachelor's Degree, Communication Studies

OSWALDO CARDOZO OSWALDO CARDOZO Greater Los Angeles Area Details
OSWALDO CARDOZO's Elite Financial Experience January 2015 - Present
Job Tax and Accounting Specialist
Industry Accounting
Experience
Elite Financial   January 2015 - Present
Jason Hewitt   January 2014 - April 2014
CORP911   March 2013 - February 2014
University of Southern California  August 2001 - June 2006
H&R Block  January 2004 - April 2006

Skills
Account Reconciliation, Accounts Payable, Journal Entries, Accounting, Accounts Receivable, Payroll Taxes, Tax Returns, Tax, Payroll, Bank Reconciliation, Sales Tax, Fixed Assets, Financial Reporting, Financial Accounting, Financial Statements, Corporate Tax, Customer Service, Small Business, Tax Accounting, GAAP, Tax Preparation, Bookkeeping, QuickBooks, Auditing, General Ledger, Income Tax

Education
UCLA   2013 — 2014
TAX SPECIALIST, Taxation, 4.5

Pasadena City College   2009 — 2012
Associate of Arts (A.A.), Accounting, 4.0

Abram Friedman Occupational Center   1999 — 2000
ACCOUNTING CERTIFICATE, Accounting and Computer Science

Johnathan Reynolds Johnathan Reynolds Glendale, Arizona Details
Johnathan Reynolds's Elite Financial Experience 2003 - 2005
Job Director at CN Consulting
Industry Marketing and Advertising
Experience
CN Consulting  2009 - Present
Elite Financial   2003 - 2005
Maximum Financial Solutions Inc   2001 - 2003

Skills
Competitive Marketing..., Corporate Communications, Strategic Consulting, Six Sigma, Economics, Financial Analysis, Public Relations, New Product Release, Focus Groups, Financial Market..., Leading Diverse Teams

Education
Cleary University   2010 — 2012
Master's in Business Administration, Organizational Leadership

Cleary University   2007 — 2010
Bachelor's in Business Administration, Entrepeneurship

Mott Community College   2003 — 2006
Associates in Science, Math and General Studies