Freedom Financial
Industry: Company
DescriptionFounded: 2002 Subsidiaries: Freedom Debt Relief, Freedom Tax ReliefFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportFreedom Financial NetworkWebsiteDirections Saved (0) Saved Save 8 Google reviews Corporate office Address: #400, 2676, 1875 S Grant St, San Mateo, CA 94402 Hours: Closed ⋅ Opens 9AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 220-7791: Website: : Category: : : : : Place name: Website: http://www.freedomfinancialnetwork.com/ Category: Corporate office 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 questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Freedom Financial Network Posting publicly on the Web Write a review Reviews 8 Google reviews
Freedom Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Freedom Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Freedom Financial Employees
West Contra Costa Unified School District August 2014 - Present
Zumba Fitness LLC April 2012 - Present
Hayward Unified School District September 2011 - July 2014
Freedom Financial July 2008 - May 2009
UCSF January 2007 - July 2007
Cintas 2006 - 2007
Skills
Sales, Customer Service, Account Management, Salesforce.com, Microsoft Office, Coaching, Team Building, Accounts Receivable, Team Leadership, PowerPoint, Microsoft Excel, Contract Negotiation, Outlook, Data Entry, Sales Management, Microsoft Word, Finance, Negotiation, Time Management, Training, Event Planning
Education
California State University-Monterey Bay 2010 — 2011
Teaching Credential, CalStateTEACH Multiple Subject Credential K-8 grade
California State University-East Bay 2001 — 2005
Bachelor of Arts, Liberal Studies/Business Administration
SNH Inc. June 2015 - Present
Bank of America February 2015 - Present
Freedom Financial February 2008 - February 2015
Barfield and Associates June 2005 - February 2008
Mattress Firm January 2004 - June 2005
Skills
Sales Management, Financial Services, Management, Team Building, Leadership Development, Sales Process, Executive Management, Motivational..., Business Communications, Call Center Development, Professional Phone..., High Level Of Accuracy, Strategic Planning, Strategic Thinking, Forecasting, Team Leadership, Team Management, At Multitasking, Organizational..., Direct Sales, Salesforce.com, Microsoft Excel, QuickBase, Microsoft Office, Mac OS, Corporate Communications, Foresight, Strong Business Acumen, Build Strong..., Possess strong..., New Business Development, Accounting, Finance, Information Management..., Systems Analysis, Easily Adaptable, Employee Training, Training & Development, Executive Development, Team Motivation, Mortgage Lending, Commercial Lending, Real Estate Transactions, Call Centers, Collaborative Problem..., Cross-functional..., Consultative Selling, Project Management, Call Center Manager, Sales Manager
Education
Texas A&M University 1995 — 2000
Bachelor's Degree, Accounting and Finance
Freedom Financial January 2015 - Present
Wells Fargo April 2013 - Present
HSBC Bank Canada January 2011 - May 2012
HSBC Bank Canada March 2009 - December 2010
HSBC Bank Canada September 2008 - February 2009
HSBC Bank Canada March 2008 - August 2008
Skills
Credit, Retirement Planning, Wealth Management, Loans, Mortgage Lending, Banking, Portfolio Management, Investments, Mutual Funds, Credit Analysis, Retail Banking, Strategic Financial..., Financial Services, Commercial Banking
Education
Simon Fraser University 2007 — 2010
Business Administration and Management, General
Stradling Yocca Carlson & Rauth September 2014 - Present
Freedom Financial November 2009 - May 2014
Robert Half December 2008 - August 2009
University of San Francisco September 2006 - May 2008
University of San Francisco September 2004 - May 2008
Skills
Creative Writing, Management, Blogging, Salesforce.com, Fundraising, Corporate Law, Press Releases
Education
University of San Francisco 2004 — 2008
Bachelor of Arts (B.A.)
Pacific Arabic Resources
3M April 2014 - Present
3M September 2012 - April 2014
3M August 2010 - September 2012
3M November 2008 - October 2010
3M June 2008 - December 2008
Mayo Clinic June 2007 - August 2007
Freedom Financial June 2006 - May 2007
Skills
Supply Chain, Budgets, Forecasting, Process Improvement, Income Statement, Accounting, Financial Analysis, Training, Finance, Manufacturing, Analysis, Cross-functional Team..., Financial Modeling
Education
University of Minnesota - Carlson School of Management 2006 — 2008
BSB, Finance
Century College 2003 — 2006
AA, Generals
First California Mortgage Company March 2013 - August 2014
Freedom Financial October 2008 - June 2012
Christ's Church at the Crossroads May 2007 - May 2012
Skills
Sales Management, Sales, Salesforce.com, Account Management, Credit, Mortgage Lending, Residential Mortgages, Refinance, Investment Properties, Jumbo Mortgage, FHA financing, Debt Management, Team Building, Relationship Management, Building Relationships, Project Management, Loans
Education
Purdue University
Freedom Financial January 2014 - Present
Free in Five 2002 - October 2013
New Path Debt Solutions 2013 - 2013
Free in Five 2002 - 2013
Skills
Credit Counseling, Negotiation, Sales, Creditor Relations, Customer Service, Client Intake, Collections, Management, Time Management
Education
Northern Arizona University,W.A. Franke College of Business 1997 — 1999
Bachelor's Degree, Marketing
Leigh High School 1991 — 1994
Bills.com March 2014 - Present
Freedom Financial Network June 2008 - March 2014
Crawdaddy! Magazine August 2010 - July 2011
Freedom Financial December 2007 - November 2008
Mortgagepointer.com Inc February 2005 - November 2007
Nederlander Concerts 2000 - 2005
Skills
Sales Management, Sales Rep Training, Social Media, Social Media Marketing, Content Writing, Sales, Microsoft Office, Credit, Finance, Account Management, Team Building, Team Management, Team Leadership, Salesforce.com, SEO, Coaching, CRM databases, Sales Process, Social Networking, Marketing, Customer Service, Lead Generation, New Business Development, Online Marketing, Training, Facebook, Online Advertising, Leadership, Blogging, Strategy, Management, Advertising, WordPress, Selling, Fundraising, Email Marketing, Competitive Analysis, Budgets, Cold Calling, Start-ups, Entrepreneurship, E-commerce, SEM, Direct Sales, B2B, Strategic Partnerships, CRM, Business Development, Networking, Marketing Research
Education
Southern Illinois University, Carbondale 1996 — 2000
BS, Advertising with Minor in Marketing
OTHS
Sunrun February 2014 - Present
SolarCity August 2011 - November 2013
LightHouse Tax & Financial March 2010 - June 2011
Freedom Financial January 2008 - March 2010
Wells Fargo May 2007 - December 2007
Fremont Investment & Loan July 2005 - March 2007
American Best Financial January 2004 - January 2006
Skills
Finance, Tax, New Business Development, Solar PV, Salesforce.com, Business Development, Solar Power, Solar Energy, Sales, Financial Analysis, Credit, Selling, Cold Calling, Pipeline Management, Time Management, Closing Business, Sales Operations, Customer Retention, Process Improvement
Education
University of Phoenix 2007 — 2009
Bachelor of Science (BS), Business Management
Diablo Valley College
Business Management
WageWorks, Inc. March 2015 - Present
Freedom Financial September 2013 - January 2015
Moore Medical March 2008 - July 2013
Qwest April 2004 - February 2008
Qwest Corporation February 2002 - April 2004
US West/Qwest Corp June 1998 - February 2004
Skills
Capital Equipment, Salesforce.com, Sales Operations, Account Management, Sales, Medical Devices, Cold Calling, Sales Management, Direct Sales, Lead Generation, Product Launch, Sales Process, Selling, Disposables, Customer Service, Healthcare, Management, Pricing, Team Building
Education
Glendale Community College 2015 — 2018
Mathematics, 4.0
Henry Ford Community College 1989 — 1990
Liberal Arts
Maricopa Community Colleges
Realize Consulting June 2014 - Present
Ivan Farm Technologies June 2014 - January 2015
BenefitGuard May 2013 - June 2014
J3LL September 2011 - July 2013
University of Utah August 2011 - May 2013
Freedom Financial May 2012 - August 2012
The Lassonde New Venture Development Center August 2011 - May 2012
Accounting Principals February 2011 - July 2011
University of Maryland August 2010 - February 2011
Eide Bailly LLP July 2008 - July 2010
Skills
Accounting, Auditing, Financial Analysis, Finance, Leadership, Internal Audit, Financial Reporting, Financial Modeling, Online Retail, QuickBooks, CPA, Entrepreneurship, New Vendor Development, Bank Reconciliation, GAAP, General Ledger, Financial Accounting, Due Diligence, US GAAP, Financial Statements, Management, Internal Controls, SEC filings, Business Process...
Education
Brigham Young University 2004 — 2008
Masters of Accountancy, Accounting
Brigham Young University 2004 — 2008
BS, Accounting
University of Utah - David Eccles School of Business 2011 — 2013
MBA
Schaller Auto World March 2014 - Present
Colonial Toyota August 2013 - March 2014
Melissa & Doug February 2011 - April 2013
Freedom Financial 2006 - 2011
Investment One June 2001 - March 2006
Skills
Sales, Establish & Maintain..., Marketing, Financial Management..., Organizational Agility, Computers, Websites, Mortgage Brokers, Music, Guitar, Bass Guitar, Mandolin, Harmonica, Training, Negotiation, Cold Calling, Management, Sales Management
Education
Housatonic Community College 1998 — 2000
Business Administration and Management, General
HEART Technologies September 2015 - Present
NCR Corporation August 2014 - September 2015
STL Business & Technology Solutions December 2011 - August 2014
Freedom Financial 2008 - 2010
Longview Holdings 2006 - 2008
First Magnus Financial 2003 - 2006
Skills
Account Management, Sales, Cold Calling, Sales Management, Mortgage Lending, New Business Development, Business Development, Sales Presentations, Cloud Computing, Solution Selling, Strategic Partnerships, Building Relationships, Contract Negotiation, Customer Service, Direct Sales, Lead Generation, Management, Team Building, Strategic Planning, Training, Channel Partners
Education
Bradley University 1992 — 1995
B.S, Marketing, Marketing
Illinois Central College 1988 — 1992
East Peoria Community High School 1984 — 1988
Aacademy of Our Lady - Spalding Institute
National Student Servicing February 2013 - Present
Freedom Financial May 2011 - July 2013
David Arabov & Sons August 2007 - February 2010
Molina Fine Jewelers November 1999 - July 2007
Skills
Mortgage Lending, Salesforce.com, Loans, Cold Calling, Loan Origination, Mortgage Banking, FHA, Sales Process, Underwriting, Refinance, Solution Selling, Residential Mortgages, SaaS, Banking, Credit Analysis
Education
Mayville State University 1990 — 1993
Associates Degree, Business Administration and Management, General
Niadyne, Inc. July 2015 - Present
DermWORX January 2015 - July 2015
Freedom Financial August 2011 - January 2015
Colorescience January 2003 - March 2010
philosophy January 1999 - January 2002
philosophy January 1996 - January 1999
LANCOME Cosmetics/ skincare January 1994 - January 1996
Sundance Ski Resort January 1991 - January 1994
Skills
Marketing Strategy, Sales Management, Selling, Sales Operations, Marketing, Strategy, Skin Care, Sales, Lead Generation, Cosmetics, Business Development, Aesthetics, Dermatology, Training, Strategic Planning, Start-ups, Leadership, Product Development, Outside Sales, E-commerce, Event Management, Medical Devices, Beauty Industry, Retail, Business Intelligence, Consultative Selling, Organizational..., Motivation, Fun, Stand-up Comedy, Therapeutic Recreation, Strategic Selling, CRM, New Business Development, Training & Development, Physician Practice..., Internet Sales, Regional Managers, Marketing Management, Direct Sales, Customer Retention, Coaching, Cold Calling, Sales Process, Account Management, Sales Presentations, Product Marketing, B2B, Selling Skills, Management
Education
Brigham Young University
Bachelor of Science, Sociology
Bachelor of Science
Bachelor of Science (BSc), Sociology
ThriftQueened September 2013 - Present
Self-Employed May 2013 - Present
Freedom Financial March 2015 - Present
Freedom Financial April 2014 - March 2015
Freedom Financial September 2013 - April 2014
Moloko May 2013 - December 2013
Skills
Art History, Art Criticism, Illustration, Art, Critical Thinking, Bilingual English-French, Online Research, Writing, Microsoft Office, Fine Art, Editing, Summarizing, Painting, Drawing, Mixed Media, Visual Arts, Collaboration, Fashion Illustration, Customer Service, Salesforce.com, Scanning, Blogging, Social Networking, Tumblr, Adobe Acrobat, Adobe Creative Suite, Photography, Printmaking, Content Writing, PC, Social Media, Fundraising, Fashion, Multitasking, Phone Etiquette, Film
Education
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Criticism and Conservation, GPA: 3.59 (Cum Laude)
Arizona State University, School of International Letters & Cultures 2010 — 2013
Minor, French Language and Literature
Mesa Community College 2007 — 2009
3.9
Mesa High School 2006 — 2009
Diploma, Overall GPA: 3.8; Weighted: 4.0
Freedom Financial January 2015 - Present
PULSE a Discover Company November 2013 - November 2014
PULSE a Discover Company September 2012 - November 2013
PULSE a Discover Company August 2011 - September 2012
Intuit August 2008 - August 2011
Electronic Clearing House May 2004 - August 2008
AIG American General January 2002 - April 2004
First Data TeleCheck January 1997 - December 2001
Southern Telecheck, Inc. January 1996 - December 1996
Alpat Collections May 1992 - December 1995
Skills
Payments, Risk Management, Leadership, Vendor Management, Analytics, Strategy, Credit, Debit Cards, Executive Management, Process Improvement, Start-ups
Education
University of Houston 2003 — 2004
MBA Program
University of Houston 1998 — 2001
BBA, Finance with Honors, 3.5
University of New Orleans 1989 — 1992
Finance
Boca Dunes April 2014 - Present
Freedom Financial March 2014 - Present
Covey Health Solution December 2013 - February 2014
Bel Amour Banquet Hall and Catering July 2012 - February 2014
Catering by inverrary July 2006 - December 2012
LA Fitness September 2006 - April 2009
Skills
Conference Coordination, Events Coordination, Food, Sponsorship, Venue Management, Dinners, Special Event, Hospitality, Ticket Sales, Member Relations, Coordinating Special..., Guest Service Management, Convention Services, Restaurant Management, Holidays, Entertainment, Wine, Bridal Showers, Events Organisation, Anniversaries, Birthdays, Corporate Events, Meeting Planning, Banquets, Catering, Coordinating Events, Decoration
Education
Fiu 2012 — 2012
Certificate, Hospitality and Banquet service
University of Phoenix 2008 — 2011
Bachelor of Applied Science (BASc), Criminal Justice Administration
University Of Phoenix 2007 — 2010
BS, Criminal Justice
Association of Bridal consultant 2001 — 2002
Certificate, Wedding planner
Freedom Financial November 2014 - Present
University of Phoenix October 2006 - November 2014
Snap Fitness 24/7 June 2013 - October 2013
APX Alarm May 2006 - August 2006
Heywood Builders May 1998 - May 2006
Fitness Works August 2002 - April 2003
Skills
Fluent in Spanish, Microsoft Office, Database Management, Online Research, Internet Research, PowerPoint, Excel, Word, Typing, Customer Service, Outlook, Telephone Skills, Data Entry, Financial Aid, Higher Education, Critical Thinking, Organizational Behavior, Distance Learning, Campus, Spanish, Personal Training, Enrollment Management, Microsoft Word, Accounts Receivable, Social Networking, Leadership, Teamwork, Program Management, Training, Inventory Management, Access, Process Scheduler, Sales, Event Planning, Team Building, Analysis, Retaining Customers, Recruiting, Admissions, Student Financial Aid, Microsoft Excel, QuickBooks, Accounts Payable, Account Management, Research, Strategic Planning, Management, Time Management, Team Leadership, Data Analysis
Education
Chandler/Gilbert Community College 2014 — 2014
Emergency Medical Technology/Technician (EMT Paramedic)
National Academy of Sports Medicine 2012 — 2012
Certification, Personal Training
University of Phoenix 2009 — 2011
Master of Business Administration, Business
University of Phoenix 2007 — 2009
Bachelor of Science in Business Management, Business
Banner - University Medical Center May 2014 - September 2015
Mesa Public Schools August 2011 - January 2013
Freedom Financial May 2009 - August 2011
Neuheisel Law Firm February 2007 - January 2009
Education
University of Arizona 2013 — 2017
Doctor of Audiology, Audiology/Audiologist
Arizona State University 2011 — 2012
Bachelor of Science (BS), Speech and Hearing Science
Ongoing Operations, LLC June 2012 - December 2013
Freedom Financial June 2011 - June 2012
DuPont Community Credit Union March 2008 - June 2011
Inter-Tel March 1999 - March 2008
Mitel 2007 - 2008
Inter-Tel a Mitel Company 1999 - 2008
US Air Force November 1990 - March 1995
Skills
Troubleshooting, Telecommunications, Hardware, Testing, SaaS, Cloud Computing, Disaster Recovery, Salesforce.com, Security, Call Center, VoIP, Telephony, SIP, Sales Engineering, MPLS, Business Continuity, Networking, Unified Communications, Solution Selling
Education
National College 2007 — 2010
Information Technology
-
Freedom Financial October 2014 - Present
Bank of America May 2005 - May 2012
Public Storage November 2005 - May 2006
Gateway March 2004 - July 2004
Circuit City February 2003 - February 2004
Hollywood Video August 2000 - November 2001
Skills
financial sales..., MS Word, Microsoft Excel, Outlook, PowerPoint, HTML, Pascal, Visual Basic, 10 Key, basic internet..., basic computer..., Access, Banking, Microsoft Word, Strategic Planning, Sales, Customer Service
Education
Mount Eden High School 1994 — 1998
GED, 3.5
Chabot College
Business Administration and Management, General
Mortgage Financial Services 2015 - Present
Premier Nationwide Lending 2014 - 2015
Southwest Funding LP February 2014 - July 2014
Fairway Independent Mortgage Corporation 2012 - 2014
Price Leblanc Toyota/Lexus January 2010 - August 2012
Team Automotive Group October 2006 - January 2010
Freedom Financial July 1998 - March 2002
Skills
FHA financing, Residential Mortgages, Refinance, Credit, Investment Properties, Referrals, Sellers, Sales, Insurance, Customer Satisfaction, Rates, Title Insurance, Loan Origination, Appraisals, Mortgage Banking, Credit Analysis, VA Financing, Conventional Financing, Jumbo Mortgage Financing, Rural Development, USDA Rural Housing, HUD Foreclosures, Fannie Mae/Freddie Mac..., Manufactured Home &..., New Residential Home..., HomePath Financing &..., Loans, Mortgage Lending, FHA, Residential Homes, VA Loans, FHA Financing
Education
Mississippi State University 1990 — 1992
Delgado Community College 1989 — 1990
General Studies
Jones County Junior College 1988 — 1989
Business/Commerce, General
Bonnabel High School
Freedom Financial September 2007 - November 2010
Columbia University - National Center for Children in Poverty 2007 - 2009
Etrade 2005 - 2007
Garden City Group 2003 - 2004
Cendant Mobility 2003 - 2004
ACS Financial & Securities Services 1990 - 2003
ChaseMellon Shareowner Services January 1998 - December 1998
Mercury Group of Companies Inc, 1983 - 1990
Skills
Training & Development, Organizational..., Team Building, Microsoft Office, Call Center, Customer Experience, Operations Management, Quality Assurance, Salesforce.com, AS400, Proofreading, Securities, Class Actions, Corporate Actions, DTC, Interpreter, Translation Services, Tagalog, Spanish, World Class Customer..., Customer Service, Call Centers, Employee Training, Financial Services, Lotus Notes, Process Improvement, Project Management, Training
Education
University of Santo Tomas
Bachelor of Arts, BEHAVIORAL SCIENCE
H&M September 2014 - Present
Solano-Villanueva Household January 2011 - Present
Lowe's Home Improvement June 2013 - August 2013
Forever 21 March 2011 - May 2011
Freedom Financial August 2007 - December 2008
TintPros of Roseville January 2007 - June 2007
Skills
Salesforce.com, QuickBooks, Microsoft Excel, Access, PowerPoint, Coordination, Customer Service, Databases, Quickbase.com, Invoicing, Outlook, Account Management, Accounting, Social Media, Social Networking, Social Marketing, Microsoft Office, Organization, Strategic Planning, Problem Solving, Art, Designs, Microsoft Word, Time Management, Social Media Marketing, Sales, Leadership
Education
Oakland Community College 2011 — 2014
American River College 2009 — 2010
Accounting
Freedom Financial April 2014 - Present
Vail Resorts November 2013 - April 2014
Westamerica Bank April 2012 - April 2014
US Bank April 2009 - May 2012
Citibank March 2005 - March 2009
Education
University of Maryland College Park
Elogic LLC June 2009 - Present
Trimeteor Oil & Gas October 2013 - Present
SecTel Inc. April 2008 - February 2012
BodyTel GmbH July 2009 - June 2011
Independent Corporate Finance Associates, LLP February 2005 - January 2009
Freedom Financial January 2003 - January 2005
Stonecreek Funding Mortgage Bankers 2002 - 2003
Coppertank Brewery 2000 - 2002
Skills
Capital Introduction, New Business Development, Marketing Strategy, Alternative Investments, Trading Systems, Small Business Lending, Commercial Lending, International Capital..., Structured Finance, Debt & Equity Financing, Venture Capital, Financing Alternatives, Creative Financing, Commercial Real Estate, Working Capital..., Capital Structure, Family Office, Seed Capital, Angel Investing, Mezzanine Financing, Secured Communication, Management, Finance, Funding, Corporate Finance, Capital, Entrepreneurship, Strategic Partnerships, Corporate Development, Management Consulting, Joint Ventures, Emerging Markets, Mergers & Acquisitions, Private Equity, Financial Services, M&A experience, Consulting, Financial Structuring, Investor Relations, Capital Markets, Capital Raising, Project Finance, Investments, Business Strategy, Business Development, Start-ups, Due Diligence
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Arts (B.A.)
Baylor University 1997 — 1999
Bachelor's degree
United States Military Academy at West Point 1996 — 1996
None Earned
Freedom Financial October 2014 - Present
SAGAN University August 2014 - Present
The Orme School of Arizona August 2013 - May 2014
SwiftRides May 2012 - August 2013
EventPro Strategies April 2012 - June 2012
Arizona State Univeristy: SPLAT Research Lab February 2009 - October 2011
Arizona State University January 2010 - May 2011
ImportGenius.com / Customshq.com / Sharperoo.com May 2010 - February 2011
ImportGenius.com / Customshq.com / Sharperoo.com May 2010 - February 2011
Private Employer December 2007 - December 2010
Skills
Customer Service, Creative Problem Solving, Social Media, Community Outreach, Research, Creative Writing, Report Writing, Art, Communication, Fast Learner, Diversity Training, Personal Aid, Retail, Psychology, Science, Public Speaking, Higher Education, Leadership, Teaching
Education
Arizona State University 2006 — 2011
Bachelor of Science, Biology
Arcadia High School 2002 — 2006
High School Diploma, General Education
Freedom Financial September 2013 - Present
MetroReal Inc. 2011 - 2013
Quanta Computer Inc. 2011 - 2012
A. O. Smith May 2010 - September 2010
La Causa Inc October 2009 - February 2010
Standard Chartered Bank 2005 - 2007
Skills
Financial Analysis, Variance Analysis, Account Reconciliation, Microsoft Excel, Accounts Payable, Access, QuickBooks, Mandarin, SAP, MySQL, Credit Analysis, SBT, Calyx Point, Microsoft Dynamics, Loan Underwriting, Salesforce.com, Internal Audit, GAAP, Tax, Risk Management, IFRS
Education
University of Wisconsin-Milwaukee 2009 — 2010
Master of Science, Accounting
Fudan University
Bachelor
Hong Kong University
Freedom Financial March 2014 - Present
bills.com December 2009 - Present
Financial Crossing April 2006 - July 2009
Schwab August 2002 - April 2006
Charles Schwab & Co., Inc. 1999 - 2006
Banc of America Securities 1998 - 1999
Price Waterhouse 1989 - 1992
Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Cambridge 1986 — 1989
BA
BSF
Ordereze January 2014 - Present
Kershaw Financial Services June 2010 - April 2013
Freedom Financial January 2002 - September 2009
Grumman Aerospace July 1984 - August 1997
Skills
Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Management, Marketing Strategy, Financial Analysis, Account Reconciliation, Microsoft Office, Strategic Planning, Process Improvement, Tax, Tax Preparation, Analysis, Tax Returns, Office Administration, Event Planning, Corporate Events, Business Travel, Social Media Marketing, Banking, Customer Service, Finance, Leadership, Sales
Education
Palm Beach State College 1978 — 1980
Senado de Puerto Rico- Oficina de Asuntos Gubernamentales January 2015 - Present
Primerica August 2014 - Present
Primerica August 2013 - Present
Primerica March 2013 - Present
Equifax January 2013 - Present
Freedom Financial January 2013 - Present
Primerica November 2012 - Present
Audio Visual Language July 2010 - September 2014
Skills
Term Life Insurance, Mutual Funds, Variable Annuities, IRAs, Political Science, French, Indexed Annuities, Retirement Planning, Series 6, Debt Settlement, Financial Economics, Morningstar Office, Microsoft Excel, PowerPoint, Microsoft Word, Teaching English as a..., Financial Analysis, Insurance Brokerage, Investment Brokerage, International Relations, Public Finance, Life Insurance, Credit, Leadership, Fixed Annuities, Management, Keogh Plans (HR 10..., Educational IRA, Securities, Bloomberg, Qualified Retirement..., Non Qualified...
Education
University of Puerto Rico-Rio Piedras 2010 — 2014
Bachelor's degree, Political Science and Economics
Kaplan University 2013 — 2013
Series 6 Review, Investments and Securities Prep for Series 6 Exam
Academia Del Perpetuo Socorro 1997 — 2010
High School, K-12
National Health Finance July 2014 - Present
PayPal February 2011 - Present
Waste Management March 2014 - July 2014
Freedom Financial January 2009 - January 2010
Aflac January 2008 - January 2010
Blue Cross January 1999 - January 2008
Skills
User Experience, Salesforce.com, Strategic Partnerships, Content Management, Email Marketing, Account Management, Marketing, Product Marketing, Sales Management, People Development, Contract Negotiation, Contract Management, Consulting, Payment Card Processing, Employee Training, Employee Benefits, Benefits Administration, Employee Wellness, Health Insurance, Online Marketing, Claims Resolution, Team Building, Team-oriented, Self Management, Customer Retention, Customer Service, Sales, Call Centers
Education
Western International University 2011 — 2013
Masters, Marketing
University of Phoenix 1999 — 2002
Bachelor of Science, Business Management & Project Management
Intero Real Estate Services June 2014 - Present
Gentry Real Estate June 2012 - June 2014
Freedom Financial January 2011 - February 2013
Freedom Financial January 2008 - December 2010
PACCAR June 2007 - September 2007
Skills
Accounting, Financial Reporting, Accounts Receivable, Financial Analysis, General Ledger, Account Reconciliation, Management, Accounts Payable, Analysis, Budgets, Finance, Payroll, Team Building, Sales, Leadership
Education
The Ohio State University 2005 — 2007
BSBA, Accounting
C-Line Products December 2012 - Present
Health Net November 2010 - June 2011
Freedom Financial February 2010 - November 2010
Civic Development Group 2008 - 2009
Civic Development Group 2004 - 2008
Skills
Call Center, Customer Service, Training, Customer Experience, Salesforce.com, Management, Financial Services, Direct Marketing, Invoicing, Call Centers, Order Processing, Customer Retention, Account Management, Customer Satisfaction
Education
American River College
San Luis Valley Development Resources Group November 2013 - Present
Hometrust Mortgage May 2013 - October 2013
Freedom Financial January 2011 - April 2013
Bruman & Baer PC January 2010 - December 2010
Countrywide Home Loans March 2000 - November 2010
Skills
REO, Real Estate, USDA, Foreclosures, FHA financing, Purchase Financing, Refinance, Residential Mortgages, Mortgage Banking, Licensed in States of..., Real Estate Transactions, Loan Origination, Single Family Homes, Loans, Vacation Homes, Rates, New Home Sales
Education
Brigham Young University 1980 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Boerne High School 1977 — 1980
High School, General Studies
Old Republic Home Protection March 2014 - Present
National Credit Assistance June 2011 - June 2013
Debt Reduction Inc. May 2009 - April 2011
Freedom Financial October 2008 - April 2009
Better Business Bureau September 2007 - October 2008
Trinity Reverse Mortgage November 2006 - September 2007
Spectrum Funding February 2005 - November 2006
Irwin Home Equity May 1999 - November 2004
Fuji TruColor June 1986 - March 1999
Denevi Digital Imaging March 1988 - September 1991
Skills
Customer Relations, Customer Service, Coaching, Sales Management, Problem Solving, Customer Satisfaction, Account Management, Team Leadership, Scheduling, Writing, Financial Analysis, Mentoring, B2B, Team Building, Process Scheduler, Leadership, Training, Process Improvement, Banking, Sales, Management, Analysis, Business Analysis, Program Management, Start-ups, Strategy, Business Process..., Forecasting, Cross-functional Team..., Mortgage Lending, Loan Origination, Cold Calling, FHA, Mortgage Banking, Credit, Mortgage Servicing, Salesforce.com, Loans, VA loans, Refinance, Mortgage Underwriting, CRM
Education
Chabot College 1986 — 1987
Business
Moreau Catholic High School 1982 — 1986
HS Diploma, General
The Simplified Life June 2007 - Present
Virgin America 2012 - 2013
Freedom Financial January 2010 - July 2010
Freedom Debt Relief May 2008 - December 2009
Wine & Roses October 2007 - May 2008
ACSC February 2006 - September 2007
Skills
Customer Service, Sales, Marketing, Organization, Filing, Account Management, Online Advertising, Team Building, Social Media Marketing, Social Media, Email Marketing, Sales Management, Microsoft Excel, Coaching, Budgets, Time Management, Social Networking, SEO, Online Marketing, PowerPoint
Education
California State Polytechnic University-Pomona 2001 — 2005
Bachelor of Science, Hospitality Management
Freedom Financial February 2014 - Present
Twin Engine Consulting February 2012 - January 2014
Capital One January 1999 - January 2012
Citi 1997 - 1999
Skills
Credit, Financial Risk, Credit Analysis, Loans, Underwriting, Analytics, Banking, Credit Risk, Risk Management, Credit Cards, Forecasting, Analysis, Business Analysis, Finance, Financial Services, Strategy, Portfolio Management, Business Strategy, Management, Financial Modeling, Financial Analysis
Education
University of Missouri-Columbia, College of Business
BS
Amazon August 2014 - Present
Hulu July 2013 - July 2014
Hotwire July 2012 - September 2012
Google April 2011 - April 2012
Freedom Financial March 2010 - April 2011
Dish Network September 2008 - February 2010
Capital Assets August 2007 - May 2008
Norwegian Cruise Line June 2006 - July 2007
Crescent Crown Distributing October 2005 - May 2006
Skills
Talent Acquisition, Coaching, Applicant Tracking..., Recruiting, Employee Relations, Technical Recruiting, Talent Management, Sourcing, Organizational..., Human Resources, Internet Recruiting, Training, HR Policies, Employee Benefits, Executive Search, Screening Resumes, Contract Recruitment, Onboarding, Interviews, Employee Engagement, HRIS, HR Consulting, Employer Branding
Education
Arizona State University 2001 — 2003
B.S. Psychology
University of Arizona 1999 — 2000
Xavier College Preparatory
Finance of America Mortgage LLC August 2015 - Present
PMAC Lending Services Inc. December 2012 - Present
Freedom Financial September 2010 - December 2012
Accredited Financial March 2007 - November 2007
Fremont Investment & Loan October 2003 - March 2007
ResMae Corporation July 2007 - 2007
Lime Light Group January 2000 - September 2003
Skills
Fluent Spanish, Credit, Cold Calling, Customer Relations, Customer Service, Word, Excel, PowerPoint, Microsoft Office, Online Marketing, Account Management, Negotiation, Contract Negotiations, B2B, Outlook, Business Planning, Microsoft Excel, Microsoft Word, Salesforce.com, Strategic Planning, Selling, Sales Management, Loans, Contract Negotiation, Sales, Customer Satisfaction, Team Building, Finance, Marketing, Budgets, Leadership, Real Estate, Mortgage Lending, Direct Sales, Training, Management, Mortgage Banking, Loan Origination, Investment Properties, FHA, Residential Mortgages, Refinance
Education
San Jose State University 1998 — 2001
Bachelors, Kinesiology -Communications
Foothill College 1993 — 1998
A.S., Athletic Treatment
TEKsystems August 2014 - Present
Freedom Financial May 2014 - August 2014
Nationstar Mortgage September 2013 - May 2014
Crescent ballroom August 2012 - December 2013
Acosta Sales & Marketing March 2010 - August 2013
Northwestern Mutual April 2012 - August 2012
Skills
Microsoft Word, Critical Thinking, Customer Engagement, Bilingual, Criminal Justice, Customer Service, Customer Support, Bar, Microsoft Excel, Processing, Word Processing, Inventory Control, Inventory Management, Quality Assurance, Document Management, Document Review, Loss Mitigation, Debt Settlement, Microsoft Office, PowerPoint, Time Management, Outlook, Research, Finance
Education
Arizona State University 2011 — 2013
Bachelors of Science, Criminology, 2.95
Seward County Community College and Area Technical School 2009 — 2011
Associate of Science (A.S.), Criminal Justice, 3.2
Sperry Van Ness March 2015 - Present
Wells Fargo April 2010 - September 2014
Freedom Financial 2009 - 2010
MassMutual Financial 2008 - 2008
US ARMY January 1995 - March 1998
Skills
Sales, Performance-driven and..., Health and Life..., Medicare and Long Term..., NC Real Estate Agent..., Loan Officer License, AAB, BSB/HRM, In school MBA/HRM, Insurance, Management, Leadership, CRM, Coaching, Customer Service, Team Building, Strategy, Mortgage Lending, Credit, Loans, Training, Financial Analysis, Strategic Planning, Selling, Customer Retention, Finance
Education
University of Phoenix 2008 — 2011
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Hann Law Firm March 2014 - Present
Freedom Financial 2009 - 2012
Prometheus Real Estate Group April 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Salesforce.com, Administrative..., Receptionist Duties, Front Office, Executive Support, Bookkeeping, Customer Service, Spreadsheets, Legal Assistance, Medical Assisting, Leasing, PowerPoint, Team Building, Sales, Training
Education
University of Phoenix
Axway August 2015 - Present
Freedom Financial November 2012 - August 2015
BAYADA Home Health Care May 2010 - October 2012
Allstaff Services Inc May 2007 - May 2010
University of Phoenix 2005 - 2007
Skills
Employee Relations, Talent Acquisition, HR Policies, Recruiting, FMLA, Human Resources, Cold Calling, Training, Call Center, Coaching, Building Relationships, Team Building, Finance, Onboarding, Employee Benefits, Hiring, College Recruiting, Temporary Placement, Talent Management, Call Centers, Internet Recruiting, Leadership, New Hire Orientations
Education
Northern Arizona University
BA, Enterprise in Society
Freedom Financial August 2013 - Present
D'Aprile Realty January 2009 - Present
Heald College September 2012 - July 2013
AIU Online October 2011 - September 2012
2008 Schneider National February 2008 - September 2008
Bear Stearns July 2003 - January 2008
2003 Accredited Home Lenders September 2002 - September 2003
Skills
Selling, Commercial Real Estate, Residential Homes, Investment Properties, First Time Home Buyers, Real Estate, Sales Management, Sales, Sellers, Short Sales, Marketing, Public Speaking, Customer Service, Management, Loans, Foreclosures, Condos, Mortgage Lending, Real Estate Transactions, REO, Finance, Negotiation
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor, Communications/ Marketing
Freedom Financial November 2012 - Present
Recology June 2012 - August 2012
ABBYY USA May 2010 - September 2011
Advisia Management Consulting May 2007 - November 2007
Level Up Brasil October 2006 - May 2007
Skills
Analytics, Problem Solving, Leadership, Handle Multiple..., Analysis, Financial Modeling, Business Modeling, Project Management, Salesforce.com, Forecasting, Impact Evaluation, Data Analysis, Management, Budgets, Business Planning, Process Improvement, Strategy, Strategic Financial..., VBA, Marketing Strategy, Data Quality, Microsoft Dynamics, PowerPoint, SharePoint, MS Project, Microsoft Excel, Financial Accounting, Entrepreneurship, Building Relationships, Self-starter, Finance, Financial Reporting, Negotiation, Financial Analysis, Valuation, Financial Variance..., Ad Hoc Reporting, Strategic Planning, Business Development, Business Strategy, Business Analysis, CRM
Education
INSEAD
Master of Business Administration (MBA)
UC Berkeley 2009 — 2010
Certificate, Finance & Project Management
Fundação Getulio Vargas 2002 — 2006
Bachelor, Business Administration
The University of Texas at Austin 2005 — 2005
Summer School, International Business
Freedom Financial April 2014 - Present
Primerica Financial Services August 2012 - Present
North American Credit Services February 2013 - March 2014
BlueCross BlueShield of Tennessee February 2011 - August 2012
CIGNA Healthcare August 2010 - February 2011
Skills
Licensed Life Insurance..., Customer Service, Financial Services, Debt Settlement, Debt Management, Fixed Annuities, Retirement Planning, Retirement Savings, Debt Consolidation, Personal Financial..., Term Life Insurance, Direct Sales, Tax Dispute Resolution, Student Loans, Loan Servicing
Education
The University of Tennessee at Chattanooga 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Freedom Financial February 2015 - Present
Yelp June 2014 - Present
Enterprise Rent-A-Car May 2013 - May 2014
Wet Willie's 2011 - 2011
CHAMPS May 2006 - June 2007
Skills
Learning Quickly, Hardwork, Diligent, Organization &..., Team-oriented, Leadership, Marketing, Time Management, Customer Satisfaction
Education
San Diego State University-California State University 2011 — 2014
Master of Education (MEd), Educational leadership
San Diego State University-California State University 2007 — 2011
Bachelor's degree, Social Sciences
Coverity August 2014 - Present
Coverity November 2012 - July 2014
Freedom Financial October 2009 - May 2011
Balboa Capital January 2008 - September 2009
Waddell & Reed Financial Services September 2006 - December 2006
Skills
Account Management, Loans, Cold Calling, Asset Based Lending, Portfolio Management, Underwriting, Banking, Investments, Equities, Forecasting, Securities, Factoring, Microsoft Excel, Strategic Financial..., Financial Modeling, Mutual Funds, Alternative Investments, Leadership, Gender Identity
Education
University of Kansas 2002 — 2006
Bachelors, Finance
University of Wollongong 2005 — 2005
Bachelors, Finance & International Trade
AffordaTax Prep LLP October 2014 - Present
Franchise Tax Board August 2013 - June 2014
Franchise Tax Board March 2013 - July 2013
Capay Organics June 2012 - March 2013
Thunderbird Forest Products March 2011 - February 2012
Randstad Staffing April 2010 - April 2011
Freedom Financial October 2007 - February 2009
American Wireless March 2006 - September 2006
The Roomsource September 2005 - March 2006
Old Navy December 2004 - July 2005
Skills
Tax Preparation, Transaction Coordination, Transcription Services, Audio Transcription, Medical Transcription, Customer Service, Administrative Office..., Data Entry, Call Centers, Process Scheduler, Microsoft Platform, cash handling experience, cash reconcilliation, Key Holder, Opening/Closing..., 45-50 wpm, Team Leadership, Front Desk/ Reception, Clerical Work, Call Center, Inbound Calls, Outbound Calls, Switchboard Operator, Internet Navigation, Filing, Database Maintainance, Soft Skills, Communication, Time Management, Administrative..., Invoicing, Training, Management, CRM, Telephone Skills, 10 Key, Office Management, Office Administration, Accounting, Fax, Spreadsheets, Office Equipment, Access, Customer Satisfaction, Outlook, Lotus Notes
Education
American River College 2014 — 2016
Associate of Arts, Business Administration and Management, General
The Art Institute of Seattle 2004 — 2005
Associate of Arts (A.A.), Fashion Marketing & Merchandising
John F. Kennedy High School 1999 — 2003
HS Diploma, General Studies
Imperva October 2014 - Present
GridGain Systems 2013 - 2014
Microlease September 2013 - November 2013
Microlease June 2013 - November 2013
Still Light Studios LLC 2013 - June 2013
Freedom Financial December 2011 - October 2012
Google - Aerotek Contractor April 2011 - August 2011
Supermedia July 2010 - February 2011
Fisher Investments December 2004 - November 2008
Branders August 2003 - February 2004
Skills
Certified Debt..., Account Management, Cold Calling, SEM, SEO, Google Adwords, Customer Satisfaction, Program Management, Salesforce.com, Direct Sales, SaaS, Lead Generation, Sales, Online Advertising, B2B, Sales Process, PPC, Business Development, Social Media, CRM, New Business Development, Sales Operations, Sales Management, Sales Presentations, Advertising, Training, Leadership, Marketing, Strategic Partnerships, Networking, Product Marketing, Solution Selling, Selling, Online Marketing
Education
College of San Mateo 1995 — 1997
Associate's Degree
San Jose State University 1999 — 2001
Bachelor of Arts, Speech Communication
De Anza College 2001 — 2001
Certificate, Computer Studies
Freedom Financial June 2014 - May 2015
CampusLogic November 2013 - April 2014
East Valley CrossFit March 2013 - November 2013
Pearson North America January 2011 - January 2013
CRS Temporary Housing June 2001 - January 2011
San Diego State University August 1999 - June 2001
Skills
Salesforce.com, Troubleshooting, HTML, Customer Service, Technical Support, Microsoft SQL Server, Microsoft Office, JavaScript, Management, CSS, Software Documentation, CRM, Visio, SQL, System Administration, Testing, .NET, Networking, Java, SDLC, Visual Studio, Apex Programming, Eclipse
Education
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Information Technology / Software Engineering, 4.0
Mesa Community College 2005 — 2006
Information Systems
San Diego State University-California State University 1999 — 2001
Information Systems
University of California, Davis 1991 — 1993
BA, Chicano Studies
Freedom Financial December 2013 - Present
Six Flags, Inc May 2010 - May 2014
Caesars Entertainment, Inc September 2005 - January 2013
HomeGain, Inc November 1999 - August 2004
Wells Fargo & Co. September 1996 - November 1999
Crowley Maritime Corp July 1995 - July 1996
Booz Allen Hamilton September 1985 - July 1995
Skills
Management, Finance, Strategic Planning, E-commerce, Strategic Partnerships, Strategy, Start-ups, Analytics, Mergers & Acquisitions, Marketing Strategy, Real Estate, Business Strategy, Leadership, Hospitality, Product Management, Operations Management, Competitive Analysis, Business Development, Executive Management, Team Building
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
Duke University 1981 — 1985
AB, Public Policy and German
HomeServices Lending, LLC August 2015 - Present
Wells Fargo January 2015 - August 2015
Freedom Financial December 2013 - December 2014
Avidbank September 2012 - November 2013
Silicon Valley Bank April 2012 - August 2012
Fisher Investments August 2011 - February 2012
Clearview Publishing October 2010 - December 2010
Intero Real Estate Services June 2009 - September 2009
Skills
Leadership, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Wealth Management, PowerPoint, Financial Reporting, Risk Management, Credit, Loans
Education
Santa Clara University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Freedom Financial November 2010 - Present
Freedom Financial November 2010 - June 2011
Thompson Interprises May 2010 - November 2010
Dr. Douglas May 2010 - November 2010
Arizona Research Center April 2006 - April 2010
Arizona Research Center April 2006 - April 2010
AT&T Communications July 1996 - May 2006
Education
DeVry University 2011 — 2011
Technical Managment
Montreat College 2003 — 2009
Business, Business Administration
Freedom Financial October 2011 - Present
NORTHERN KNIGHTS BROKERS September 2009 - September 2011
LifeScan October 2001 - September 2009
Skills
Leadership, Microsoft Office, Sales Operations, Management, CRM, SaaS, Cross-functional Team..., Training, Sales Process, Salesforce.com, Sales, Account Management, Call Centers, Customer Satisfaction, Marketing
Education
University of Phoenix 2005 — 2007
Bachelor of Science (B.S.), Finance, General, Very Good
San Jose State University 1995 — 1997
Psychology, Very Good
Archbishop Mitty High School 1988 — 1992
Black's BBQ September 2008 - Present
Young Life September 2004 - May 2008
Freedom Financial January 2008 - April 2008
Vector Marketing June 2007 - April 2008
Austin College Social Science Lab September 2004 - May 2007
Laity Lodge Youth Camp June 2003 - August 2006
Austin College August 2005 - May 2006
Skills
Leadership, Microsoft Office, Public Speaking, Customer Service, Social Media, Research, Training, Control Systems Design
Education
Austin College 2004 — 2008
Bachelor of Arts, Economics, Psychology
Universidad Pablo de Olavide 2007 — 2007
Global Economics
Freedom Financial October 2013 - Present
Reply.com May 2008 - June 2013
Reply.com October 2006 - April 2008
Reply.com January 2005 - October 2006
Connecting Neighbors February 2003 - January 2005
Imagemaker360 (subsidiary of Access Technology Services) May 2002 - January 2003
N/A July 2001 - May 2002
Internet Pictures Corporation (iPIX) October 1998 - July 2001
Anti-trust Division of the U.S. Department of Justice June 1997 - September 1998
U.S. District Court, Washington D.C. June 1996 - June 1997
Skills
Data Analysis, Team Management, Positioning, Lead Generation, Start-ups, Strategic Partnerships, Business Development, E-commerce, Management, Salesforce.com, Leadership, SEO, SEM, Online Advertising, Sales, CRM, New Business Development, Sales Process, Entrepreneurship, Mobile Devices, Strategy, B2B, Social Networking, Analytics, Online Marketing, PPC, Affiliate Marketing, Mobile Marketing, Mergers & Acquisitions, Digital Marketing, SaaS, Web Analytics, Online Lead Generation, Customer Acquisition, Product Management, Email Marketing, Mobile Advertising, Competitive Analysis, Digital Strategy, Digital Media, Conversion Optimization, Product Marketing, Search Advertising, Web Marketing, Google Adwords, Google Analytics, Display Advertising, Local Search, Landing Page...
Education
Georgetown University Law Center 1993 — 1996
JD, Law
University of Cambridge 1992 — 1993
M. Phil., Economics
Stanford University 1987 — 1991
BA, Economics and Political Science
TIAA-CREF April 2014 - Present
GSB Mortgage August 2013 - April 2014
JPMorgan Chase October 2011 - November 2013
Hunter Financial Group August 2010 - October 2011
Countrywide Home Loans September 2006 - September 2008
Cornerstone Mortgage Lending January 2004 - September 2006
Freedom Financial January 2002 - January 2004
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Residential Mortgages, Loans, Selling, Finance, Credit Risk, FHA, Refinance, Funding, VA loans, FHA financing, Government Loans, Credit, Credit Analysis, Home Equity Loans, Management, Cold Calling, Real Estate Financing, Reverse Mortgages, Sellers, Non-Conforming, Home Equity Lines of..., Mortgage Marketing, Home Equity, Rates, NMLS Licensed
Education
University of Michigan 2001 — 2004
Tulsa Community College 1999 — 2001
Red Hat May 2012 - Present
Freedom Financial August 2010 - May 2012
Freedom Financial September 2007 - August 2010
Incav Technologies November 2005 - September 2007
Eduardono S January 2002 - June 2004
Invexport S June 2001 - December 2001
Skills
Quantitative Analysis, Quantitative Research, Forecasting, SEM, SAP, VBA, Data Analysis, Data Mining, Business Intelligence, paid searh strategist, Salesforce.com, Online Marketing, Analytics, Quantitative Analytics, Department Budgeting, SEO, Email Marketing, Lead Generation, Marketing Strategy, Marketing, Data Science, Online Advertising, Cross-functional Team..., Management, Strategy, PPC
Education
San Jose State University 2008 — 2010
Master of Arts, Applied Economics
De Anza College 2005 — 2005
Certificate of achievement, Business Administration
Universidad Escuela de Administración y Finanzas y Tecnologías 1996 — 2001
BS, Production Engineering
Moody's Quick Freight March 2012 - Present
Freedom Financial October 2009 - February 2012
Ashley Furniture Homestores March 2006 - September 2009
Skills
Logistics, Customer Service, Strategic Planning, Customer Relations, Business Strategy, Business Process..., Dispatching, Computer Aided Dispatch, Data Entry, Team Management, Vendor Relationships, Team Building, Account Management, Leadership, Negotiation, Operations Management, Purchasing
Education
Eastern Florida State College 1999 — 2001
Associate's Degree, General Studies
California Water Service Group August 2015 - Present
Sling Media April 2015 - August 2015
Freedom Financial January 2013 - April 2015
Freedom Financial May 2011 - December 2012
International Technological University October 2010 - May 2011
Manpower October 2006 - August 2010
Skills
Human Relations, Employee Relations, Conflict Resolution, Recruitment/Retention, HR Policies, Job Descriptions, Compensation, Orientation, FMLA, New Hire Orientations, Human Resources, Recruiting, Deferred Compensation, Talent Management, Training, Interviews, Payroll, Personnel Management, Coaching, Temporary Placement, Onboarding, Applicant Tracking..., Talent Acquisition, Administration, Internet Recruiting, College Recruiting, Management, HRIS, Technical Recruiting, Team Building, PeopleSoft, Benefits Administration, Employee Benefits, Leadership, Temporary Staffing, Sourcing, Customer Service, Hiring, Performance Management, Career Development, Employment Law, Staffing Services, Contract Recruitment
Education
Capella University 2007 — 2010
Bachelor of Science (BS), Business Administration; HR Management
Keller Graduate School of Management of DeVry University 2013 — 2014
Master’s Degree, Human Resources Management
de Young Museum Cafe November 2012 - Present
Freedom Financial February 2011 - Present
Target June 2008 - August 2012
California Film Institute June 2010 - November 2011
Indigo Films June 2009 - August 2009
Skills
Social Media, Microsoft Office, Final Cut Pro, PowerPoint, Video Editing, Microsoft Excel, Editing, Microsoft Word, Research, Video Production, Public Speaking, Facebook, Customer Service, Public Relations, Social Networking
Education
San Francisco State University 2006 — 2010
Bachelor of Arts (BA), Radio and Television
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Freedom Financial April 2014 - July 2014
American Airlines March 2014 - April 2014
Fidelity Investments January 2011 - June 2013
Fidelity Business Services India Pvt. Ltd. January 2008 - January 2011
Fidelity Investments July 2007 - January 2008
Fidelity Investments July 2006 - July 2007
Fidelity Investments March 2005 - July 2006
Prudential Process Management Services India Pvt Ltd. November 2003 - March 2005
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Vendor Management, SDLC, PMP, Program Management, Process Improvement, Project Management, Business Process..., User Acceptance Testing, Quality Assurance, Project Delivery, Team Management, Management, Project Planning, Cross-functional Team..., Leadership, Business Requirements, Software Project..., Testing, Consulting, Databases
Education
Christ College - Bangalore 1998 — 2000
Master of Business Administration (MBA), Marketing and Systems
Holy Angels Convent, Chennai
Freedom Financial August 2012 - Present
Bills.com August 2010 - August 2012
Markel Corporation May 2004 - May 2007
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Virginia Commonwealth University 2000 — 2004
BS, Risk Management and Insurance
Real Star April 2003 - Present
Real Star Real Estate Inc April 2003 - Present
Freedom Financial Mortgage Lending LLC November 2004 - January 2008
Freedom Financial 2002 - 2008
Freedom Financial Mortgage Co December 2002 - November 2004
Nova Mortgage & Title Insurance Agency March 1998 - December 2002
Skills
Recruiting, Human Resources, Employee Relations, Talent Acquisition, Real Estate, Onboarding, Temporary Placement, Negotiation, Referrals, Customer Service, Technical Recruiting, Contract Negotiation, Training, Sales, Budgets, Background Checks, Team Building, Loans, Residential Homes, Investment Properties, FHA, Management
Education
Eastern Michigan University
Bachelor of Science, Public Administration
Eastern Michigan University
Bachelor, Public Administration
Bank of America May 2011 - Present
Freedom Financial September 2010 - May 2011
Applied Biosystems Inc December 2007 - July 2009
Absolute Mortgage Solutions July 2005 - September 2007
Education
University of California, Riverside 1999 — 2004
B.S., Biology
Consulting 2008 - Present
NA 2008 - Present
Freedom Financial August 2007 - September 2010
Washington Mutual Card Services April 2005 - June 2008
Skills
CRM Specialist, Customer Retention, Customer Relations, Call Center, Salesforce.com, Sales, Social Media Marketing, Email Marketing, Sales Management, Customer Acquisition, Product Management, Product Marketing, SaaS, Online Advertising, Marketing, New Business Development, Quality Assurance, Training
Education
Illinois Central College 1994 — 1995
Business Management
Waubonsee Community College 1992 — 1994
Business Management
Berkeley College
Freedom Financial March 2011 - Present
AZ DES, Unemployment Division August 2009 - Present
Club Med August 2004 - August 2008
Best Western International January 2001 - August 2004
Best Buy September 1998 - December 2000
PageNet September 1995 - August 1998
Skills
Training, Program Management, Leadership, Employee Benefits, Employee Engagement, Human Resources, Leadership Development, Temporary Placement, Process Improvement, Management, Employee Relations, SPHR, Deferred Compensation
Education
University of Phoenix
BSBA, Business/HR
NCO Financial Systems April 2011 - Present
Freedom Financial May 2010 - March 2011
Skills
Team Building, Sales, Customer Service, Data Entry, Microsoft Excel, Negotiation, Coaching, Call Center, Loans, Process Improvement, Mortgage Lending
Education
Cosumnes River College 2010 — 2014
Business Administration, General Education, 3.1
Freedom Financial September 2014 - Present
University of Phoenix October 2002 - November 2013
Insight June 2001 - November 2002
MCI WorldCom (under contract with Hewlett Packard) March 2000 - May 2001
Skills
Admissions, Student Affairs, Higher Education, Enrollment Management, Training, E-Learning, Student Financial Aid, Adult Education, Leadership, Management, Staff Development, Customer Service, Leadership Development, Distance Learning, Campus, Student Recruiting, Academic Administration
Education
Western International University 2010 — 2013
Masters of Arts, Innovative Leadership
University of Phoenix 2004 — 2008
Bachelor's in Management, Management
Freedom Financial March 2013 - Present
Freedom Financial March 2010 - March 2013
Dish Network April 2008 - August 2009
Dish Network October 2006 - April 2008
Account Brokers February 2006 - July 2006
Stanley Steemer April 2004 - December 2005
Waddell & Reed September 2002 - March 2004
B Dalton Bookseller November 1997 - December 2000
Skills
Financial Analysis, Management, Forecasting, Inventory Management, Finance, Salesforce.com..., System Administration, Microsoft Excel, Business Analysis, Process Improvement, CRM, Operations Management, Workforce Management, Team Leadership, Customer Service, Customer Retention, Vendor Management, Leadership, Team Building, Data Analysis
Education
Colorado State University 2000 — 2002
B.A., Economics
Colorado Mesa University 1995 — 1998
Business Management
Grand Junction Central High School 1991 — 1995
Diploma
National Credit Care/Continental Credit September 2014 - Present
Rigid Global May 2012 - September 2014
Jet Hotel Denver August 2005 - 2013
Freedom Financial September 2003 - May 2007
Skills
Food & Beverage, Bartending, Event Planning, Hospitality, Customer Service, Restaurants, Banquets, Cocktails, Social Media, Microsoft Office, Hotels, Corporate Events, Microsoft Excel, Hospitality Industry, PowerPoint, Microsoft Word, Time Management, Marketing, Human Resources, Management, Sales
Education
Metropolitan State University of Denver 2011 — 2013
B.A, Psychology
Community College of Denver 2009 — 2011
Associates of Arts, Psychology
Freedom Financial April 2008 - Present
Financial Realty Services 2006 - 2008
GS Real Estate Group LLC May 2003 - August 2006
Atlantic Bancorp May 1998 - May 2003
Ameriquest Mortgage February 1996 - July 1998
US Army June 1984 - May 1995
Education
Sinclair Community College 1982 — 1984
Marketing
Freedom Financial April 2013 - Present
Ning / Glam Media April 2011 - March 2013
Intuit (formerly Homestead Technologies) May 2006 - March 2011
Door to Door Storage January 2002 - March 2006
Classroom Connect August 2000 - March 2001
Black Mountain Spring Water December 1998 - July 2000
Skills
Product Management, SaaS, Web Analytics, Account Management, Start-ups, Solution Selling, Sales, Salesforce.com, Analytics, Enterprise Software, Strategy, Sales Process, CRM
Education
San Jose State University 1993 — 1996
BA, History
Freedom Financial April 2013 - Present
DeVry University 2008 - December 2012
ASAP Staffing September 2011 - March 2012
Skills
HTML, Java, Web Development, C#, OOP, Programming, Oracle, Web Design, Graphic Design, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Windows, Customer Service, Higher Education, Computer Hardware, Technical Support, Networking, Security, Software Installation, Troubleshooting, QuickBase, Salesforce.com
Education
DeVry University Phoenix 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems (Information Systems Security)
Mesa Community College 2006 — 2008
General education
Hertz May 2015 - Present
Freedom Financial August 2014 - Present
Verifications Inc./First Advantage May 2013 - August 2014
Norwegian Cruise Line June 2007 - December 2010
AT&T Small Business September 1998 - June 2006
Skills
Team Building, Customer Satisfaction, Customer Service, Operations Management, Team Leadership, Call Centers, Management, Training, Change Management, Employee Training, Hiring, Employee Relations, Leadership, Human Resources, Coaching, Customer Retention, Recruiting
Education
University of Arizona
BS, Forest Watershed Management
University of Phoenix
Human Resources Managemeent
Freedom Financial March 2009 - Present
Education
Oakland University 1998 — 2003
Bachelor of Arts, Communication
Freedom Financial September 2009 - Present
NextStudent May 2006 - August 2009
Kids Footlocker January 2003 - January 2006
Education
Grand Canyon University 2011 — 2015
Freedom Financial July 2011 - Present
2Wire January 2010 - November 2010
Education
Collins College 2006 — 2006
Associate's degree, Media Arts
Tuba City High School 2002 — 2006
Freedom Financial June 2012 - August 2014
Skills
Customer Service, Leadership, Sales, Financial Analysis, Team Building, Finance, Credit, Loans, Management
Education
DeVry University 2014 — 2016
Associate’s Degree, Graphic Design, Undergraduate
Freedom Financial July 2012 - Present
Education
University of California, Berkeley
Bachelor's degree, Applied Mathematics