EquityKey Company
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19 EquityKey employees in database. Find out everything there's to know about EquityKey employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
EquityKey Employees
EquityKey April 2008 - Present
CoreLogic October 2012 - August 2014
LEAP Financial September 2011 - October 2012
HSBC Auto Finance March 2004 - April 2007
Capital One Auto Finance April 2002 - February 2004
AppGenesys Inc. May 2000 - April 2001
Deloitte Consulting August 1994 - March 2000
Skills
Strategy, Product Management, Process Improvement, Competitive Analysis, Portfolio Management, Business Development, Strategic Planning, Financial Analysis, Credit, Analytics
Education
University of California, Los Angeles
B.A., Economics
Muotri Lab, UC San Diego School of Medicine - Department of Pediatrics September 2014 - Present
EquityKey February 2014 - October 2014
Muotri Lab, UC San Diego School of Medicine - Department of Pediatrics January 2014 - September 2014
The Scripps Research Institute - Committee On The Neurobiology Of Addictive Disorders September 2012 - July 2013
UC San Diego May 2011 - July 2013
Chaldean American Student Association 2009 - 2013
AVID - Advancement Via Individual Determination June 2009 - July 2011
Skills
Research, PowerPoint, Laboratory, Cell, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Public Speaking, Data Entry, Outlook, Social Media, Neuroscience, Customer Service, Data Analysis
Education
University of California, San Diego 2008 — 2013
Bachelor of Science (B.S.), Physiology&Neuroscience / Cognitive Neuroscience
EquityKey September 2011 - Present
CGS Associates LLC July 2009 - Present
Logos Capital Management June 2000 - December 2009
Moore Capital Management November 1997 - May 2000
J.P. Morgan & Company July 1991 - October 1997
Skills
Higher Education, Endowments, Portfolio Management, Asset Allocation, Alternative Investments, Hedge Funds, Private Equity, Venture Capital, Global Macro, Real Estate, Entrepreneurship, Business Strategy, Strategic Communications, Public Policy, Government Relations
Education
Pomona College 1987 — 1991
BA, Philosophy
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance
Hopkins School 1981 — 1987
High School
EquityKey September 2015 - Present
Provide Commerce October 2014 - September 2015
GreatCall February 2010 - October 2014
Quidel February 2008 - November 2009
VitroRobertson September 2007 - November 2007
Gap Inc. March 2006 - August 2007
InLine Media June 2004 - December 2005
Skills
Marketing Communications, Product Launch, Product Marketing, Integrated Marketing, Strategic Partnerships, Media Buying, Marketing Strategy, Direct Marketing, Analytics, Advertising, Creative Direction, Cross-functional Team..., Digital Marketing, E-commerce, Management, Marketing
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts, Communication
EquityKey July 2015 - Present
CoreLogic November 2014 - June 2015
CoreLogic June 2013 - November 2014
Scottrade November 2011 - May 2013
United States Marine Corps July 2006 - May 2013
Skills
Customer Service, Microsoft Office, Leadership, Risk Assessment, Teamwork, Auditing, Microsoft Excel, Visio, Technical Writing, Critical Thinking, Research, Microsoft Word, Public Speaking, Access, PowerPoint, Telephone Skills, Military Training, Outlook, Combat Lifesaver, BLS, Process Flow..., Process Approval, Regulatory Compliance, Fair Credit Reporting..., Process Improvement
Education
National University 2015 — 2016
Master’s Degree, Computer and Information Systems Security/Information Assurance
National University 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
EquityKey December 2013 - Present
Universal Services of America (Acquired Heritage Security Services) 2009 - December 2013
EquityKey 2007 - 2009
Move, Inc. 2002 - 2006
Realogy (formerly Cendant) 1997 - 2002
A Shade Better 1994 - 1997
Skills
Sales Management, Contract Negotiation, Customer Retention, Business Development, P&L Responsibility, Sales, Real Estate, Training, Marketing, Mergers, Recruiting, Franchising, Online Advertising, Insurance, Outside Sales, Consulting, Advertising, Compensation & Benefit, Real Estate License, Strategic Planning, Performance Metrics, Cross-functional Team..., Sales Hiring, Revenue Forecasting, Driving Growth, Profitable Growth, Sales Presentations, Microsoft CRM, Oracle CRM
Education
Rollins College
Bachelor of Arts (BA)
EquityKey June 2015 - Present
Ravel Law April 2015 - Present
USD Civil Clinic June 2014 - August 2014
Faber and Brand Law Firm April 2013 - August 2013
University of Missouri January 2012 - July 2012
University of Missouri 2010 - 2011
Skills
Leadership, Westlaw, Legal Writing, Legal Research, Public Speaking, Research, Time Management
Education
University of San Diego School of Law 2013 — 2016
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Political Science and Government
Pure Financial Advisors, Inc. December 2013 - Present
Pure Financial Advisors, Inc. June 2012 - February 2014
Internal Revenue Service August 2011 - June 2012
Internal Revenue Service June 2009 - July 2011
GSM Capital April 2008 - June 2009
EquityKey February 2007 - April 2008
Genesis Mortgage and AHM November 2002 - February 2007
Guidant Vascular Intervention (now Abbott) July 2000 - July 2004
Guidant Vascular Intervention (now Abbott) July 1999 - July 2000
AlliedSignal June 1998 - August 1998
Skills
Real Estate, Tax, Marketing, Budgets, Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting, Marketing
Duke University 1986 — 1990
BA, Economics
Valley High School West Des Moinies, Iowa IA 1982 — 1986
EquityKey June 2015 - Present
GreatCall, Inc October 2008 - June 2015
HSBC March 1998 - October 2008
HSBC Auto Finance 1998 - 2008
HSBC AUTO 1998 - 2008
Skills
Relationship Management, Analytics, Loans, Credit, Portfolio Management, Call Center, Credit Risk, Sales Management, Consumer Lending, Credit Analysis, Vendor Management, Banking, Process Improvement, Call Centers, Direct Sales, Competitive Analysis, Account Management, Sales Operations, Management, New Business Development
Education
San Diego State University-California State University
Business Management
EquityKey November 2014 - Present
AutoAnything September 2011 - November 2014
Santander Consumer USA Inc. January 1999 - March 2011
HSBC January 1999 - March 2010
Financialaid.com April 2002 - August 2003
San Diego County Credit Union 1996 - 1999
Skills
Call Center, Credit, Operations Management, Process Improvement, Customer Satisfaction, Customer Service, Vendor Management, Underwriting, Team Building, Loans, Performance Management, Call Centers, Risk Management, Management, Business Analysis, Banking, Business Development, Leadership, Financial Services, Training, Relationship Management, Loss Mitigation, Customer Experience, Customer Retention, Account Management
Education
San Diego State University-California State University 1991 — 1996
EquityKey May 2014 - Present
CREDO Institute 2006 - Present
Episcopal Diocese of San Diego May 2010 - December 2013
Episcopal Diocese of San Diego July 2006 - May 2010
Trooping the Colour June 1976 - April 2005
Skills
Strategic Planning, Financial Analysis, Project Management, Public Speaking, Business Strategy, Business Analysis, Fundraising, Proposal Writing, Marketing Communications, Communication, Public Relations, Mentoring, Business Networking, Building Relationships, Sales, Non-profits, Philanthropy, Team Building, Leadership Development, Program Management, Nonprofits, Budgets, Management, Leadership, Annual Giving, Strategy, Training, Volunteer Management, Planned Giving, Entrepreneurship, Community Outreach, Grants, Organizational..., Corporate Communications, Grant Writing, Prospect Research, Business Development, Event Management, Alumni Relations, Non-profit..., Fundraisers, Non-profit Board..., Board Relations, Community Development, Program Development, Non-profit Leadership, Donor Management, Charities, Raiser's Edge, Volunteer Training
Education
Murray State University 1972 — 1976
BS in Business, Marketing
HM Insurance Group September 2013 - Present
USI Insurance Services May 2011 - September 2013
EquityKey June 2008 - January 2010
Balboa Insurance Group March 2004 - June 2008
Skills
Premium Negotiations, Analytics, Employee Benefits, Contribution Modeling, Self Funding, Claims Analysis, Underwriting, Self-funded, Workers Compensation, Marketing Strategy, Disability Insurance, Health Care Reform, Analysis, Health Insurance, Healthcare, Health Savings Accounts, Management, Project Management, Brokers, Financial Analysis, Life Insurance, Microsoft Office, Budgets, Reinsurance, Process Improvement, Benefits Administration, Business Development, Microsoft Excel, Strategic Planning, Voluntary Employee..., Leadership, Casualty, Term Life Insurance, Commercial Insurance, COBRA, Dentistry, New Business Development, Human Resources, Marketing, Critical Illness, Managed Care, Insurance, Account Management, Employee Wellness
Education
University of Phoenix 2005 — 2006
BS, Busines
Equitykey February 2008 - Present
Citihome Equity / CitiMortgage February 1998 - February 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Mental Health Systems January 2010 - Present
EquityKey November 2007 - January 2009
ICW Group April 2006 - July 2007
SkillStorm November 2005 - April 2006
Matrix Direct October 2004 - July 2005
Mental Health Systems April 2000 - November 2004
Skills
Insurance, Microsoft Excel, Training, Microsoft Office, Customer Service, Software Documentation, Non-profits, Microsoft Word, Public Speaking, Budgets, Project Management, Project Planning, PowerPoint, Outlook, Facilities Management, Nonprofits, Management, Policy, Staff Development, Leadership, Teamwork, Community Outreach, Fundraising, Sales, Time Management, Event Planning, Team Building, Program Development, Program Management, Leadership Development
Education
University of California, San Diego 2000 — 2004
BA, Psychology
New Penn Financial, LLC March 2014 - Present
Green Tree Servicing February 2011 - March 2014
Bank of America Home Loans October 2009 - October 2010
NestWorth Inc January 2009 - September 2009
EquityKey February 2008 - February 2009
Citibank/ Citimortgage / Citihome Equity February 1997 - February 2008
Prudential Home Mortgage 1993 - 1996
Skills
Mortgage, Loans, Conforming, Mortgage Lending, Consultative Selling, Selling, Reverse Mortgages, Financial Services, Management, FHA, Mortgage Banking, Sales, Finance, Real Estate, Residential Mortgages, Loan Origination, Refinance, VA loans, USDA, FHA financing, Credit, Loss Mitigation, FHA Financing, VA Loans
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BS, Marketing
Tridea Partners June 2014 - Present
EquityKey October 2013 - June 2014
Centara Capital October 2012 - June 2014
Goodsell & Company April 2012 - October 2012
RJL Wealth Management, LLC January 2012 - February 2012
RJL Wealth Management, LLC February 2007 - December 2011
Raymond J. Lucia Companies, Inc. August 2006 - January 2007
University of San Diego September 2005 - July 2006
Henry Avocado Corporation May 2005 - August 2005
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Salesforce.com, Peachtree, Redtail.com
Education
University of San Diego 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
UCSD 2008 — 2010
Human Resources Certificate, Human Resources
Study Abroad: ITESO University
EquityKey June 2015 - Present
Seabury May 2015 - June 2015
Seabury December 2012 - May 2015
CohnReznick (Formerly J.H. Cohn LLP which combined w/ Kostin, Ruffkess & Co.) November 2011 - November 2012
Kostin, Ruffkess & Company, LLC August 2006 - October 2011
Skills
Auditing, Accounting, CPA, GAAP, Financial Reporting, Information Technology, Non-Profit Accounting, Corporate Tax, Individual Tax, Financial Management, Financial Systems Design, GAAS, IT Systems, IDEA Data Analysis, Microsoft Visual Basic, Financial Analysis, Income Tax, Variance Analysis, US GAAP, Financial Accounting, Managerial Finance, Visual Basic, Financial Statements, Internal Controls, Accounts Receivable, Tax, Tax Preparation
Education
University of Massachusetts, Amherst
Master of Science (M.S.), Accounting
University of Massachusetts, Amherst
Bachelor of Science (B.S), Accounting
Holyoke High School