Fortress Financial
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Fortress Financial Employees
Employee
Years
Job
Industry
Clay McGee Clay McGee's Fortress Financial Experience 2006 - 2008
Job Business Developer
Industry Online Media
Experience
Mostly Serious Web Development August 2010 - Present
1-800-GOT-JUNK? May 2005 - Present
miStudent March 2008 - July 2009
Fortress Financial 2006 - 2008
Skills
New Business Development, Web Development, Business Management, Strategic Planning, Marketing Strategy, Project Management, Account Management, Marketing, Start-ups, Sales Management, Entrepreneurship, Sales Process, Online Advertising, Business Development, Sales, Small Business, B2B, Business Planning, Management, Online Marketing, SEO, Social Media Marketing, Social Networking
Education
Arizona State University 2003 — 2005
Business Marketing
University of Missouri-Columbia 2001 — 2003
Business Marketing
Mostly Serious Web Development August 2010 - Present
1-800-GOT-JUNK? May 2005 - Present
miStudent March 2008 - July 2009
Fortress Financial 2006 - 2008
Skills
New Business Development, Web Development, Business Management, Strategic Planning, Marketing Strategy, Project Management, Account Management, Marketing, Start-ups, Sales Management, Entrepreneurship, Sales Process, Online Advertising, Business Development, Sales, Small Business, B2B, Business Planning, Management, Online Marketing, SEO, Social Media Marketing, Social Networking
Education
Arizona State University 2003 — 2005
Business Marketing
University of Missouri-Columbia 2001 — 2003
Business Marketing
Tom Bucklin Tom Bucklin's Fortress Financial Experience 1999 - Present
Job Wealth and Retirement Coach at Fortress Financial
Industry Financial Services
Experience
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Fortress Financial 1999 - Present
Cambridge Investment Research Advisors, Inc August 2010 - Present
National Planning Corporation April 2006 - August 2010
1717 Capital Asset Management Company March 2004 - May 2006
Edward Jones July 1999 - March 2004
Skills
Financial Services, Wealth Management, Retirement Planning, Rollovers, Financial Goals, Life Insurance, Long Term Care Insurance, Asset Management, Investment Strategies, 401k Rollovers, Mutual Funds, College Savings Plans, Investments, Portfolio Management, Retirement Savings, Tactical Asset..., Investment Advisory, Lifestyle Planning
Education
Central Michigan University 1980 — 1982
Master of Arts (MA), Public Administration
Michigan State University 1974 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Anthony Simpson Anthony Simpson's Fortress Financial Experience September 2009 - August 2010
Job Credit Review Officer at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
GE Capital June 2014 - July 2015
GE Capital June 2011 - June 2014
Fortress Financial September 2009 - August 2010
Highland Capital Lending October 2004 - August 2009
United States Marine Corps May 2003 - April 2009
Skills
Financial Modeling, Management, Strategy, Portfolio Management, Microsoft Excel, Credit, Entrepreneurship, Corporate Finance, Program Management, Cross-functional Team..., New Business Development, Real Estate, Salesforce.com, Microsoft Word, PowerPoint, Project Management, Business Planning, Risk Management, Account Management, Business Analysis, Business Strategy, Training, Leadership Development, Budgets, Business Development, Pricing, Sales Operations, Argus Modeling, Mezzanine, Commercial Mortgages, Residential Mortgages, Mergers, Sales, Marketing, Credit Analysis, Sales Management, Contract Negotiation, Negotiation, Valuation, Leadership, Siebel, Risk Analysis, Competitive Analysis, Analysis, Underwriting, Financial Analysis, Finance, Food & Beverage, Mergers & Acquisitions, Corporate Development
Education
Southern Methodist University 2010 — 2012
MBA, Finance, Accounting
University of Phoenix 2006 — 2008
Bachelor of Science, Business Management
Angelo State University 1997 — 2000
Business Management Major
Central High School 1994 — 1997
High School Diploma, General Studies
RBC Capital Markets July 2015 - Present
GE Capital June 2014 - July 2015
GE Capital June 2011 - June 2014
Fortress Financial September 2009 - August 2010
Highland Capital Lending October 2004 - August 2009
United States Marine Corps May 2003 - April 2009
Skills
Financial Modeling, Management, Strategy, Portfolio Management, Microsoft Excel, Credit, Entrepreneurship, Corporate Finance, Program Management, Cross-functional Team..., New Business Development, Real Estate, Salesforce.com, Microsoft Word, PowerPoint, Project Management, Business Planning, Risk Management, Account Management, Business Analysis, Business Strategy, Training, Leadership Development, Budgets, Business Development, Pricing, Sales Operations, Argus Modeling, Mezzanine, Commercial Mortgages, Residential Mortgages, Mergers, Sales, Marketing, Credit Analysis, Sales Management, Contract Negotiation, Negotiation, Valuation, Leadership, Siebel, Risk Analysis, Competitive Analysis, Analysis, Underwriting, Financial Analysis, Finance, Food & Beverage, Mergers & Acquisitions, Corporate Development
Education
Southern Methodist University 2010 — 2012
MBA, Finance, Accounting
University of Phoenix 2006 — 2008
Bachelor of Science, Business Management
Angelo State University 1997 — 2000
Business Management Major
Central High School 1994 — 1997
High School Diploma, General Studies
Lindsey Saul, CPA Lindsey Saul, CPA's Fortress Financial Experience December 2010 - August 2011
Job Tax Senior at CLA
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
EY July 2012 - October 2014
University of Arizona August 2011 - November 2012
Fortress Financial December 2010 - August 2011
H&R Block December 2010 - April 2011
Tucson Electric Power January 2010 - December 2010
Fluoresco Lighting and Signs May 2006 - December 2009
Skills
Tax Accounting, Tax Preparation, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Corporate Tax, Individual Tax, Partnership Tax, Budgets, Financial Accounting, GAAP, CPA, Tax, Tax Returns, Income Tax
Education
University of Arizona 2011 — 2012
Masters of Accounting, Tax
University of Arizona 2007 — 2011
Bachelor's of Science in Business Administration, Accounting
CliftonLarsonAllen November 2014 - Present
EY July 2012 - October 2014
University of Arizona August 2011 - November 2012
Fortress Financial December 2010 - August 2011
H&R Block December 2010 - April 2011
Tucson Electric Power January 2010 - December 2010
Fluoresco Lighting and Signs May 2006 - December 2009
Skills
Tax Accounting, Tax Preparation, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Corporate Tax, Individual Tax, Partnership Tax, Budgets, Financial Accounting, GAAP, CPA, Tax, Tax Returns, Income Tax
Education
University of Arizona 2011 — 2012
Masters of Accounting, Tax
University of Arizona 2007 — 2011
Bachelor's of Science in Business Administration, Accounting
David Michael Benjamin Williams David Michael Benjamin Williams's Fortress Financial Experience January 2009 - October 2011
Job CEO at Middle Sister Technology (MST)
Industry Marketing and Advertising
Experience
Middle Sister Technology (MST) January 2011 - Present
Aubrey Butte Construction July 2014 - March 2015
Swireless Northwest May 2012 - July 2014
wemailstickers.com January 2012 - June 2012
Fortress Financial January 2009 - October 2011
Skills
Advertising, Online Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Lead Generation, Account Management, Social Media, SEO, Google Adwords, Facebook, Salesforce.com, B2B, Google Analytics, Microsoft Office, Customer Service, Photoshop, PowerPoint, Brand Development, Word, Social Networking, Adobe Creative Suite, Cold Calling, Excel, Event Planning, Social Media Marketing, Marketing, Sales, Leadership, Strategic Planning, Sales Management, Online Advertising, Public Relations, Digital Marketing, Product Marketing, New Business Development, Event Management, Team Building, Retail, Training, Start-ups, Management, Business Development, Public Speaking, CRM, Project Management, Graphic Design, Strategy, Customer Satisfaction, Strategic Partnerships
Education
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics MBA
Central Oregon Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences and Support Services
Middle Sister Technology (MST) January 2011 - Present
Aubrey Butte Construction July 2014 - March 2015
Swireless Northwest May 2012 - July 2014
wemailstickers.com January 2012 - June 2012
Fortress Financial January 2009 - October 2011
Skills
Advertising, Online Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Lead Generation, Account Management, Social Media, SEO, Google Adwords, Facebook, Salesforce.com, B2B, Google Analytics, Microsoft Office, Customer Service, Photoshop, PowerPoint, Brand Development, Word, Social Networking, Adobe Creative Suite, Cold Calling, Excel, Event Planning, Social Media Marketing, Marketing, Sales, Leadership, Strategic Planning, Sales Management, Online Advertising, Public Relations, Digital Marketing, Product Marketing, New Business Development, Event Management, Team Building, Retail, Training, Start-ups, Management, Business Development, Public Speaking, CRM, Project Management, Graphic Design, Strategy, Customer Satisfaction, Strategic Partnerships
Education
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.), Business/Managerial Economics MBA
Central Oregon Community College 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences and Support Services
James Shine James Shine's Fortress Financial Experience 2004 - 2009
Job Managing Director HighBridge Properties
Industry Commercial Real Estate
Experience
HighBridge Properties 2009 - Present
Fortress Financial 2004 - 2009
Vigilante Press LLC (Snitch Newsweekly) 2003 - 2004
Fortress Financial 2000 - 2003
Performance Vistas Inc. 1999 - 2003
South Carolina State Department of Social Services 1995 - 1999
City of New York Department of Corrections 1992 - 1993
National District Attorneys Association/American Prosecutors Research Institute 1984 - 1992
City of New York Department of Probations 1982 - 1984
U.S. Department of Justice, LEAA, Office of Juvenile Justice and Delinqency Prevention (OJJDP) 1978 - 1981
Education
University of California, Hastings College of the Law
JD, Law
Harvard University Kennedy School of Government
MPA, Public Administration/Public Policy/Public Management /Organizational Learning
University of California, Berkeley
Graduate studies, Graduate School of Criminology
University of California, Berkeley
BA, Political Science (major), Criminology (major)
HighBridge Properties 2009 - Present
Fortress Financial 2004 - 2009
Vigilante Press LLC (Snitch Newsweekly) 2003 - 2004
Fortress Financial 2000 - 2003
Performance Vistas Inc. 1999 - 2003
South Carolina State Department of Social Services 1995 - 1999
City of New York Department of Corrections 1992 - 1993
National District Attorneys Association/American Prosecutors Research Institute 1984 - 1992
City of New York Department of Probations 1982 - 1984
U.S. Department of Justice, LEAA, Office of Juvenile Justice and Delinqency Prevention (OJJDP) 1978 - 1981
Education
University of California, Hastings College of the Law
JD, Law
Harvard University Kennedy School of Government
MPA, Public Administration/Public Policy/Public Management /Organizational Learning
University of California, Berkeley
Graduate studies, Graduate School of Criminology
University of California, Berkeley
BA, Political Science (major), Criminology (major)
Aaron Soule's Fortress Financial Experience 2002 - 2006
Job Director of Post Closing QC at CrossCheck Compliance LLC
Industry Financial Services
Experience
CrossCheck Compliance LLC April 2009 - Present
Capital One Home Loans June 2006 - April 2009
Fortress Financial 2002 - 2006
Skills
Mortgage Lending, Credit, Loans, Underwriting, Banking, Financial Analysis, Mortgage Banking, Risk Management, Financial Risk, Loan Origination, Residential Mortgages, FHA, Credit Risk, Mortgage Underwriting, Refinance, Credit Analysis, Mortgage Servicing
Education
Buena Vista University 1995 — 1999
Marketing, Marketing, Economics, Advertising, Accounting
CrossCheck Compliance LLC April 2009 - Present
Capital One Home Loans June 2006 - April 2009
Fortress Financial 2002 - 2006
Skills
Mortgage Lending, Credit, Loans, Underwriting, Banking, Financial Analysis, Mortgage Banking, Risk Management, Financial Risk, Loan Origination, Residential Mortgages, FHA, Credit Risk, Mortgage Underwriting, Refinance, Credit Analysis, Mortgage Servicing
Education
Buena Vista University 1995 — 1999
Marketing, Marketing, Economics, Advertising, Accounting
Ketra Hill's Fortress Financial Experience July 2005 - September 2006
Job Looking for opportunities in the St Louis, MO area
Industry Financial Services
Experience
National Bank of Kansas City March 2009 - October 2013
Capital One February 2007 - February 2009
Fieldstone Mortgage 2006 - 2007
Fortress Financial July 2005 - September 2006
Insight Mortgage 2004 - 2004
Skills
Mortgage Lending, Sales, Loans, Credit, Time Management, Mortgage Banking, Loan Origination, Credit Analysis, FHA, FHA financing, Finance, Management, Refinance, USDA, Residential Mortgages, VA loans, Underwriting
Education
WellSpring School of Allied Health 2009 — 2010
Massage therapy
Kansas State University 1999 — 2003
BS, Public relations, stats and human studies
National Bank of Kansas City March 2009 - October 2013
Capital One February 2007 - February 2009
Fieldstone Mortgage 2006 - 2007
Fortress Financial July 2005 - September 2006
Insight Mortgage 2004 - 2004
Skills
Mortgage Lending, Sales, Loans, Credit, Time Management, Mortgage Banking, Loan Origination, Credit Analysis, FHA, FHA financing, Finance, Management, Refinance, USDA, Residential Mortgages, VA loans, Underwriting
Education
WellSpring School of Allied Health 2009 — 2010
Massage therapy
Kansas State University 1999 — 2003
BS, Public relations, stats and human studies
Bryan Frye's Fortress Financial Experience August 1997 - May 2003
Job Senior Sales Professional
Industry Medical Devices
Experience
KDesigners August 2014 - Present
Allina Health October 2013 - May 2014
Allina Health April 2013 - October 2013
REI September 2012 - March 2013
Startline Running Store October 2008 - September 2012
Lifetime Fitness February 2011 - July 2012
Prosperity Mortgage June 2003 - October 2008
Fortress Financial August 1997 - May 2003
Skills
Direct Sales, Marketing Strategy, Strategic Planning, Mortgage Lending, Loans, Sales, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2011
Bachelor of Arts, Psychology, 3.75
North Hennepin Community College 2012 — 2013
Pre Medicine (Occupational Therapy), Medicine, 3.8 cumulative
Normandale Community College 2009 — 2011
Bachelor's Degree, Psychology, 4.0
KDesigners August 2014 - Present
Allina Health October 2013 - May 2014
Allina Health April 2013 - October 2013
REI September 2012 - March 2013
Startline Running Store October 2008 - September 2012
Lifetime Fitness February 2011 - July 2012
Prosperity Mortgage June 2003 - October 2008
Fortress Financial August 1997 - May 2003
Skills
Direct Sales, Marketing Strategy, Strategic Planning, Mortgage Lending, Loans, Sales, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2011
Bachelor of Arts, Psychology, 3.75
North Hennepin Community College 2012 — 2013
Pre Medicine (Occupational Therapy), Medicine, 3.8 cumulative
Normandale Community College 2009 — 2011
Bachelor's Degree, Psychology, 4.0
DAVID J AMANTE's Fortress Financial Experience June 2009 - Present
Job Financial Advisor and retired Professor at Fortress Financial
Industry Banking
Experience
Fortress Financial June 2009 - Present
Semester At Sea / ISE 2007 - 2007
Skills
Investments, Rental Real Estate, Teaching, Teacher Training, University Teaching, Teaching Writing, Team Building, Technical Writing, Financial Analysis, Strategic Financial..., Travel Writing, Market Research, Leadership Development, Leadership, Fundraising, Public Speaking, Psychology
Education
UNCC Continuing Education 2006 — 2007
University of Michigan 1962 — 1975
Doctor of Philosophy (Ph.D.), English Language and Literature/Letters, Ph. D.0
Fortress Financial June 2009 - Present
Semester At Sea / ISE 2007 - 2007
Skills
Investments, Rental Real Estate, Teaching, Teacher Training, University Teaching, Teaching Writing, Team Building, Technical Writing, Financial Analysis, Strategic Financial..., Travel Writing, Market Research, Leadership Development, Leadership, Fundraising, Public Speaking, Psychology
Education
UNCC Continuing Education 2006 — 2007
University of Michigan 1962 — 1975
Doctor of Philosophy (Ph.D.), English Language and Literature/Letters, Ph. D.0