Goal Financial
Industry: Company
DescriptionFounded: 2001 Parent organization: Goal Structured Solutions, Inc. Subsidiaries: Higher Education Finance LLC, Consolidation Loan Funding II, LLC, First Marblehead Data Services, Inc
Goal Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Goal Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Goal Financial Employees
Employee
Years
Job
Industry
Brandon Dale Brandon Dale's Goal Financial Experience 2003 - 2004
Job Business Solutions Expert
Industry Financial Services
Experience
Greystone & Co March 2008 - Present
Ardent Financial Services March 2006 - February 2008
ScholarPoint Financial, Inc. 2004 - 2006
Goal Financial 2003 - 2004
College Loan Corporation 2000 - 2004
Tamarron Resort 1991 - 1994
Skills
Management, Training, Strategic Planning, Credit, Business Development, Process Engineering, Process Improvement, Data Analysis, Underwriting, Vendor Management, Product Development, SQL, Project Management, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Loans, CRM, Finance, Team Leadership, Analysis, Financial Analysis, Leadership, Team Building, Executive Management, Budgets
Education
Fort Lewis College 1990 — 1994
Bachelor of Arts, Marketing/Psychology
Thousand Oaks High School, Thousand Oaks, CA 1984 — 1988
Greystone & Co March 2008 - Present
Ardent Financial Services March 2006 - February 2008
ScholarPoint Financial, Inc. 2004 - 2006
Goal Financial 2003 - 2004
College Loan Corporation 2000 - 2004
Tamarron Resort 1991 - 1994
Skills
Management, Training, Strategic Planning, Credit, Business Development, Process Engineering, Process Improvement, Data Analysis, Underwriting, Vendor Management, Product Development, SQL, Project Management, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Loans, CRM, Finance, Team Leadership, Analysis, Financial Analysis, Leadership, Team Building, Executive Management, Budgets
Education
Fort Lewis College 1990 — 1994
Bachelor of Arts, Marketing/Psychology
Thousand Oaks High School, Thousand Oaks, CA 1984 — 1988
Elaine G Blackwell Elaine G Blackwell's Goal Financial Experience October 2003 - October 2007
Job Account manager at Barclaycardus
Industry Financial Services
Experience
Barclaycard March 2015 - Present
Independent Contractor Entertainment Industry 2014 - Present
Blueberryhill Restaurant November 2008 - September 2014
Harrah's Hotel and Casino September 2008 - November 2008
Goal Financial October 2003 - October 2007
Goal Financial, LLC 2003 - 2007
GOAL FINANCIAL October 2003 - May 2005
Technology Integration Group 1998 - 2000
Skills
Customer Service, Red Cross Certified, Customer Satisfaction, Call Center, Vendor Management, Student Financial Aid, Problem Solving, Sales Process, Applicant Tracking..., Lead Generation, Selling, Financial Analysis, Business Development, Loans, Technical Recruiting, Cross-functional Team..., Phone Skills, Call Centers, Sales, CRM, Cold Calling, Marketing Strategy, Sales Operations, Finance, Microsoft Office, Process Improvement, Team Building, Strategy, Management, Customer Retention, Team Leadership, Telephone Skills, Consulting
Education
BARSTOW COLLEGE 1991 — 1994
certificates, secretarial, wordprocessing
MiraCosta College
Child Development
Barclaycard March 2015 - Present
Independent Contractor Entertainment Industry 2014 - Present
Blueberryhill Restaurant November 2008 - September 2014
Harrah's Hotel and Casino September 2008 - November 2008
Goal Financial October 2003 - October 2007
Goal Financial, LLC 2003 - 2007
GOAL FINANCIAL October 2003 - May 2005
Technology Integration Group 1998 - 2000
Skills
Customer Service, Red Cross Certified, Customer Satisfaction, Call Center, Vendor Management, Student Financial Aid, Problem Solving, Sales Process, Applicant Tracking..., Lead Generation, Selling, Financial Analysis, Business Development, Loans, Technical Recruiting, Cross-functional Team..., Phone Skills, Call Centers, Sales, CRM, Cold Calling, Marketing Strategy, Sales Operations, Finance, Microsoft Office, Process Improvement, Team Building, Strategy, Management, Customer Retention, Team Leadership, Telephone Skills, Consulting
Education
BARSTOW COLLEGE 1991 — 1994
certificates, secretarial, wordprocessing
MiraCosta College
Child Development
Lori Grandstaff Lori Grandstaff's Goal Financial Experience May 2006 - 2008
Job Vice President of Product Development at Unigo Group & CoFounder of ScholarshipExperts.com
Industry Internet
Experience
Unigo Group (EDPlus Holdings, LLC/Aequitas Capital Management) February 2013 - Present
ScholarshipExperts.com July 2000 - Present
WiseChoice Brands, LLC August 2010 - February 2013
WiseChoice Brands, LLC January 2009 - July 2010
Goal Financial May 2006 - 2008
ScholarAid.com November 1998 - July 2000
University of North Florida July 1997 - November 1998
Duval County School Board August 1996 - June 1997
University of North Florida August 1994 - August 1996
WJXT 1990 - 1991
Skills
SEO, Social Media Marketing, Lead Generation, Online Marketing, Start-ups, Leadership, Product Management, Strategy, Email Marketing, Management, Marketing, Product Development, Strategic Planning, Marketing Strategy, Team Building, Content Strategy, Customer Acquisition, Website Management, New Business Development, Strategic Partnerships, E-commerce, College Counseling, College Access, Career Counseling, PPC, CRM, Analytics, Brand Development, Start-up Ventures, Product Innovation, Affiliate Marketing, Student Counseling, Webmaster Services, User Experience, Advertising, Web Marketing, Online Advertising, SEM, Promotions, Advisor, Traffic Generation, Teaching, Web Analytics, Manage Client..., Entrepreneurship, Product Marketing
Education
University of California, Los Angeles 2008 — 2010
Certificate of College Counseling
University of North Florida 1990 — 1993
BA, Literature
N. B. Forrest High School 1987 — 1990
CHBCS
Unigo Group (EDPlus Holdings, LLC/Aequitas Capital Management) February 2013 - Present
ScholarshipExperts.com July 2000 - Present
WiseChoice Brands, LLC August 2010 - February 2013
WiseChoice Brands, LLC January 2009 - July 2010
Goal Financial May 2006 - 2008
ScholarAid.com November 1998 - July 2000
University of North Florida July 1997 - November 1998
Duval County School Board August 1996 - June 1997
University of North Florida August 1994 - August 1996
WJXT 1990 - 1991
Skills
SEO, Social Media Marketing, Lead Generation, Online Marketing, Start-ups, Leadership, Product Management, Strategy, Email Marketing, Management, Marketing, Product Development, Strategic Planning, Marketing Strategy, Team Building, Content Strategy, Customer Acquisition, Website Management, New Business Development, Strategic Partnerships, E-commerce, College Counseling, College Access, Career Counseling, PPC, CRM, Analytics, Brand Development, Start-up Ventures, Product Innovation, Affiliate Marketing, Student Counseling, Webmaster Services, User Experience, Advertising, Web Marketing, Online Advertising, SEM, Promotions, Advisor, Traffic Generation, Teaching, Web Analytics, Manage Client..., Entrepreneurship, Product Marketing
Education
University of California, Los Angeles 2008 — 2010
Certificate of College Counseling
University of North Florida 1990 — 1993
BA, Literature
N. B. Forrest High School 1987 — 1990
CHBCS
Carrie (Carrie Howe) Kerklin Carrie (Carrie Howe) Kerklin's Goal Financial Experience February 2005 - December 2007
Job Territory Sales Manager at Ortho Organizers
Industry Health, Wellness and Fitness
Experience
Henry Schein Orthodontics, Ortho Organizers Inc. June 2012 - January 2015
Lancer Orthodontics September 2011 - June 2012
Lancer Orthodontics June 2009 - September 2011
ARS National Services March 2009 - May 2009
Onward Healthcare April 2008 - January 2009
Five Point Capital January 2008 - April 2008
Goal Financial February 2005 - December 2007
Office Depot May 2004 - February 2005
New York & Company December 2003 - May 2004
Mr. Tux, Squire Tux January 2002 - November 2003
Skills
Sales Operations, Marketing, Sales, Management, Customer Service, Human Resources, Sales Management, New Business Development, Employee Training, Call Centers, Outlook, Customer Retention, Microsoft Excel, B2B, Finance
Education
National University 2011 — 2011
Certificate, Accountancy
Springfield College 2000 — 2001
MS, Industrial Organizational Psych
State University of New York College at Cortland 1995 — 1999
BA, Psychology
Henry Schein Orthodontics, Ortho Organizers Inc. June 2012 - January 2015
Lancer Orthodontics September 2011 - June 2012
Lancer Orthodontics June 2009 - September 2011
ARS National Services March 2009 - May 2009
Onward Healthcare April 2008 - January 2009
Five Point Capital January 2008 - April 2008
Goal Financial February 2005 - December 2007
Office Depot May 2004 - February 2005
New York & Company December 2003 - May 2004
Mr. Tux, Squire Tux January 2002 - November 2003
Skills
Sales Operations, Marketing, Sales, Management, Customer Service, Human Resources, Sales Management, New Business Development, Employee Training, Call Centers, Outlook, Customer Retention, Microsoft Excel, B2B, Finance
Education
National University 2011 — 2011
Certificate, Accountancy
Springfield College 2000 — 2001
MS, Industrial Organizational Psych
State University of New York College at Cortland 1995 — 1999
BA, Psychology
Eric Lilley Eric Lilley's Goal Financial Experience April 2005 - August 2005
Job Account Manager at Adco Marketing
Industry Marketing and Advertising
Experience
Adco Marketing August 2005 - Present
Goal Financial April 2005 - August 2005
Skills
Marketing, Management, Customer Service, Time Management, Marketing Communications, Sales Operations, Strategy, Online Advertising, Sales, Corporate Gifts, Contract Negotiation, Project Management, Outlook, Project Planning, Advertising, Negotiation, Microsoft Word, Research, Business Development, Merchandising, New Business Development, Budgets
Education
University of San Diego 2000 — 2004
BA, International Business
Adco Marketing August 2005 - Present
Goal Financial April 2005 - August 2005
Skills
Marketing, Management, Customer Service, Time Management, Marketing Communications, Sales Operations, Strategy, Online Advertising, Sales, Corporate Gifts, Contract Negotiation, Project Management, Outlook, Project Planning, Advertising, Negotiation, Microsoft Word, Research, Business Development, Merchandising, New Business Development, Budgets
Education
University of San Diego 2000 — 2004
BA, International Business
Rena Lyon Rena Lyon's Goal Financial Experience March 2005 - March 2007
Job Sales Associate at Village Pantry Marathon
Industry Professional Training & Coaching
Experience
Village Pantry Marathon December 2014 - Present
San Diego Unified School District October 2007 - June 2014
DangerHouse Productions February 2009 - December 2012
6th@Penn Theatre March 2007 - August 2007
Goal Financial March 2005 - March 2007
North Coast Repertory Theater January 2005 - March 2005
Time Warner Cable July 2003 - August 2004
Skills
Engaging Public Speaker, Easily Adaptable, Creatively Resourceful, Client Friendly, Fast problem resolution, Goal-oriented..., Persuasive, Multi-tasking Skills, Highly committed, Analytical Skills, Research, Quick Thinker, Bigger Picture, Concept Development, Production Planning, Logical Approach, Flexible Approach, Cooperative Learning, Instructional..., Stressful Situations, Patience, Ethics, Written & Oral..., Promethean Board, Smartboard, Improvisation, Presentation Coaching, Selling Skills, Sales Assessments, Theatre, Financial Services, Mathematics, Teaching, Directing, Staff Development, Educational Leadership, Public Speaking, Sales
Education
The National University 2010 — 2013
M.A, Education
Wright State University 2000 — 2002
B.A, Theatre Arts
Columbus State 1998 — 2000
Associate of Arts (A.A.), Theatre/Theater
The Ohio State University 1996 — 1997
Theatre/Theater
Kent State University 1995 — 1996
Pre-Medicine/Pre-Medical Studies
Ben Logan 1991 — 1995
High School, Academic
Village Pantry Marathon December 2014 - Present
San Diego Unified School District October 2007 - June 2014
DangerHouse Productions February 2009 - December 2012
6th@Penn Theatre March 2007 - August 2007
Goal Financial March 2005 - March 2007
North Coast Repertory Theater January 2005 - March 2005
Time Warner Cable July 2003 - August 2004
Skills
Engaging Public Speaker, Easily Adaptable, Creatively Resourceful, Client Friendly, Fast problem resolution, Goal-oriented..., Persuasive, Multi-tasking Skills, Highly committed, Analytical Skills, Research, Quick Thinker, Bigger Picture, Concept Development, Production Planning, Logical Approach, Flexible Approach, Cooperative Learning, Instructional..., Stressful Situations, Patience, Ethics, Written & Oral..., Promethean Board, Smartboard, Improvisation, Presentation Coaching, Selling Skills, Sales Assessments, Theatre, Financial Services, Mathematics, Teaching, Directing, Staff Development, Educational Leadership, Public Speaking, Sales
Education
The National University 2010 — 2013
M.A, Education
Wright State University 2000 — 2002
B.A, Theatre Arts
Columbus State 1998 — 2000
Associate of Arts (A.A.), Theatre/Theater
The Ohio State University 1996 — 1997
Theatre/Theater
Kent State University 1995 — 1996
Pre-Medicine/Pre-Medical Studies
Ben Logan 1991 — 1995
High School, Academic
Omer Enaam Omer Enaam's Goal Financial Experience 2006 - 2007
Job
Industry Information Technology and Services
Experience
Deloitte Consulting LLP February 2008 - Present
Xavor Corporation December 2002 - February 2008
Goal Financial 2006 - 2007
CresSoft Pvt Ltd July 1999 - November 2002
Skills
Management, Enterprise Architecture, Project Management, Integration, Business Analysis, Solution Architecture, CRM, Leadership, Agile Methodologies, Program Management, Data Warehousing, Software Development, Requirements Gathering, Software Project..., Business Intelligence, Pre-sales, Requirements Analysis, Microsoft SQL Server, SDLC, .NET, Team Leadership, IT Strategy, Java, Risk Management, XML, Oracle, PMP, Testing, Java Enterprise Edition, Scrum, Agile Project Management, SharePoint, VBScript, SOA, Visual Basic, Web Services, ERP, PMO, Analytics, Consulting, Business Process Design, Business Process, ETL, Data Modeling, Business Requirements, EAI, Project Portfolio..., Databases
Education
National University of Computer and Emerging Sciences 2001 — 2005
Master of Science, Computer Science
National University of Computer and Emerging Sciences 1996 — 1999
Bachelor of Computer Science, Computer Science
Deloitte Consulting LLP February 2008 - Present
Xavor Corporation December 2002 - February 2008
Goal Financial 2006 - 2007
CresSoft Pvt Ltd July 1999 - November 2002
Skills
Management, Enterprise Architecture, Project Management, Integration, Business Analysis, Solution Architecture, CRM, Leadership, Agile Methodologies, Program Management, Data Warehousing, Software Development, Requirements Gathering, Software Project..., Business Intelligence, Pre-sales, Requirements Analysis, Microsoft SQL Server, SDLC, .NET, Team Leadership, IT Strategy, Java, Risk Management, XML, Oracle, PMP, Testing, Java Enterprise Edition, Scrum, Agile Project Management, SharePoint, VBScript, SOA, Visual Basic, Web Services, ERP, PMO, Analytics, Consulting, Business Process Design, Business Process, ETL, Data Modeling, Business Requirements, EAI, Project Portfolio..., Databases
Education
National University of Computer and Emerging Sciences 2001 — 2005
Master of Science, Computer Science
National University of Computer and Emerging Sciences 1996 — 1999
Bachelor of Computer Science, Computer Science
Ken Ruggiero Ken Ruggiero's Goal Financial Experience March 2003 - December 2007
Job Chairman and CEO of Goal Structured Solutions
Industry Financial Services
Experience
Goal Structured Solutions January 2008 - Present
Goal Financial March 2003 - December 2007
eAssist Global Solutions November 2000 - March 2003
INTERVU April 1998 - November 2000
NBC 1996 - November 1998
Arthur Andersen 1989 - 1996
Skills
Mergers, Financial Analysis, Structured Finance, Accounting, Securitization, Business Development, Capital Raising, Leadership Development, Due Diligence, Private Equity, Business Strategy, Mergers & Acquisitions, Securities, Acquisition Integration, Executive Management, Capital Markets, Leadership, Financial Modeling, Corporate Governance, Start-ups, Strategic Planning, Finance, Financial Services, Strategy, Cross-functional Team..., Loans, Credit, Corporate Finance, Hedge Funds, Restructuring, Financial Structuring, Risk Management, Corporate Development, Portfolio Management, Valuation, Venture Capital, Investment Banking, Strategic Financial..., Funding, Banking, Alternative Investments, Treasury Management, Fixed Income, Asset Management, Investor Relations, Financial Reporting, Credit Analysis, Cash Management, IPO, Business Valuation
Education
Columbia University - Columbia Business School
MBA
Isenberg School of Management, UMass Amherst
BS, Accounting
Goal Structured Solutions January 2008 - Present
Goal Financial March 2003 - December 2007
eAssist Global Solutions November 2000 - March 2003
INTERVU April 1998 - November 2000
NBC 1996 - November 1998
Arthur Andersen 1989 - 1996
Skills
Mergers, Financial Analysis, Structured Finance, Accounting, Securitization, Business Development, Capital Raising, Leadership Development, Due Diligence, Private Equity, Business Strategy, Mergers & Acquisitions, Securities, Acquisition Integration, Executive Management, Capital Markets, Leadership, Financial Modeling, Corporate Governance, Start-ups, Strategic Planning, Finance, Financial Services, Strategy, Cross-functional Team..., Loans, Credit, Corporate Finance, Hedge Funds, Restructuring, Financial Structuring, Risk Management, Corporate Development, Portfolio Management, Valuation, Venture Capital, Investment Banking, Strategic Financial..., Funding, Banking, Alternative Investments, Treasury Management, Fixed Income, Asset Management, Investor Relations, Financial Reporting, Credit Analysis, Cash Management, IPO, Business Valuation
Education
Columbia University - Columbia Business School
MBA
Isenberg School of Management, UMass Amherst
BS, Accounting
Ted Printy's Goal Financial Experience October 2003 - September 2007
Job Application Support Engineer at Humanify
Industry Information Technology and Services
Experience
Humanify March 2015 - Present
Oracle July 2008 - March 2015
Interactive Intelligence September 2007 - July 2008
Goal Financial October 2003 - September 2007
New West Products 2001 - 2003
Nubank 2000 - 2001
Skills
Call Center, Telecommunications, VoIP, Cloud Computing, TCP/IP, SQL, Integration, Virtualization, Microsoft SQL Server, Process Improvement, Call Centers, Disaster Recovery, Data Center, Servers, SaaS, Technical Support, Management
Education
San Diego State University-California State University 1998 — 2000
Criminal Justice
Mt. Carmel 1991 — 1995
Humanify March 2015 - Present
Oracle July 2008 - March 2015
Interactive Intelligence September 2007 - July 2008
Goal Financial October 2003 - September 2007
New West Products 2001 - 2003
Nubank 2000 - 2001
Skills
Call Center, Telecommunications, VoIP, Cloud Computing, TCP/IP, SQL, Integration, Virtualization, Microsoft SQL Server, Process Improvement, Call Centers, Disaster Recovery, Data Center, Servers, SaaS, Technical Support, Management
Education
San Diego State University-California State University 1998 — 2000
Criminal Justice
Mt. Carmel 1991 — 1995
Nosheen Ali Nosheen Ali's Goal Financial Experience 2006 - 2006
Job Senior Project Manager
Industry Management Consulting
Experience
Chubb Insurance April 2015 - Present
Kantar Media Audiences August 2012 - June 2014
SpotlessCity May 2011 - September 2012
DirecTV October 2009 - May 2011
Fox Interactive Media July 2008 - November 2009
MySpace July 2008 - June 2009
Xavor Corporation July 2006 - April 2009
Xelleration December 2007 - March 2008
Broadcom Corporation 2006 - 2007
Goal Financial 2006 - 2006
Skills
Project Management, Business Process..., Business Process..., Information Management, Forecasting, Budgets, Statistics, Strategic Financial..., Software Project..., Software Development, Business Analysis, Business Intelligence, Start-ups, Team Management, Strategy, Management, Business Process..., Integration, Product Management, Agile Methodologies, Agile Project Management, Databases, Scrum, Leadership, Business Process, ERP, Program Management, Requirements Analysis, User Experience, Analysis, SOA, Analytics, Risk Management, Enterprise Architecture, SDLC, CRM, IT Strategy, SQL, PMP, Requirements Gathering, SharePoint, Data Warehousing, Vendor Management, Solution Architecture, Systems Analysis, Enterprise Software, Visio, IT Management, Web Services, Consulting
Education
Lahore University of Management Sciences 2004 — 2006
MBA, Marketing / Management of Information Systems
National University of Computer and Emerging Sciences 1999 — 2003
BS, Software Engineering
Lahore College of Arts and Sciences 1997 — 1999
Chubb Insurance April 2015 - Present
Kantar Media Audiences August 2012 - June 2014
SpotlessCity May 2011 - September 2012
DirecTV October 2009 - May 2011
Fox Interactive Media July 2008 - November 2009
MySpace July 2008 - June 2009
Xavor Corporation July 2006 - April 2009
Xelleration December 2007 - March 2008
Broadcom Corporation 2006 - 2007
Goal Financial 2006 - 2006
Skills
Project Management, Business Process..., Business Process..., Information Management, Forecasting, Budgets, Statistics, Strategic Financial..., Software Project..., Software Development, Business Analysis, Business Intelligence, Start-ups, Team Management, Strategy, Management, Business Process..., Integration, Product Management, Agile Methodologies, Agile Project Management, Databases, Scrum, Leadership, Business Process, ERP, Program Management, Requirements Analysis, User Experience, Analysis, SOA, Analytics, Risk Management, Enterprise Architecture, SDLC, CRM, IT Strategy, SQL, PMP, Requirements Gathering, SharePoint, Data Warehousing, Vendor Management, Solution Architecture, Systems Analysis, Enterprise Software, Visio, IT Management, Web Services, Consulting
Education
Lahore University of Management Sciences 2004 — 2006
MBA, Marketing / Management of Information Systems
National University of Computer and Emerging Sciences 1999 — 2003
BS, Software Engineering
Lahore College of Arts and Sciences 1997 — 1999
Rick Mc Daniel Rick Mc Daniel's Goal Financial Experience March 2005 - September 2008
Job Sales at Posiedon Media Group
Industry Fund-Raising
Experience
Posiedon Media Group January 2012 - Present
Big Game Promotions April 2011 - January 2013
Community All Stars September 2010 - April 2011
Goal Financial March 2005 - September 2008
Education
San Diego City College 1976 — 1977
San Diego Mesa Community College 1974 — 1975
Posiedon Media Group January 2012 - Present
Big Game Promotions April 2011 - January 2013
Community All Stars September 2010 - April 2011
Goal Financial March 2005 - September 2008
Education
San Diego City College 1976 — 1977
San Diego Mesa Community College 1974 — 1975
David Funsten David Funsten's Goal Financial Experience 2004 - 2005
Job VP, Senior Strategist
Industry Marketing and Advertising
Experience
Harte Hanks December 2005 - Present
Goal Financial 2004 - 2005
Merkle 2002 - 2004
Acxiom/Fusion Marketing Group 1990 - 2001
Skills
Database Marketing, Direct Marketing, Customer Acquisition, Customer Retention, CRM, Integrated Marketing, Segmentation, Analytics, Multi-channel Marketing, Marketing Strategy, Customer Insight, Business Development, Strategy, Leadership, P&L Management, Marketing
Education
Georgetown University 2012 — 2013
Digital Media Management
Loyola Marymount University
MBA, Service Marketing
University of Southern California
BSBA, Marketing
Harte Hanks December 2005 - Present
Goal Financial 2004 - 2005
Merkle 2002 - 2004
Acxiom/Fusion Marketing Group 1990 - 2001
Skills
Database Marketing, Direct Marketing, Customer Acquisition, Customer Retention, CRM, Integrated Marketing, Segmentation, Analytics, Multi-channel Marketing, Marketing Strategy, Customer Insight, Business Development, Strategy, Leadership, P&L Management, Marketing
Education
Georgetown University 2012 — 2013
Digital Media Management
Loyola Marymount University
MBA, Service Marketing
University of Southern California
BSBA, Marketing
Melissa Yu Melissa Yu's Goal Financial Experience December 2006 - September 2007
Job Solutions Consultant at BlueGranite
Industry Information Technology and Services
Experience
BlueGranite November 2014 - Present
Blackbaud December 2012 - November 2014
Blackbaud December 2011 - December 2012
Kintera, Inc. September 2007 - December 2011
Goal Financial December 2006 - September 2007
Websense January 2005 - December 2006
Core Solutions July 2004 - January 2005
MC Communications June 2003 - May 2004
Technology Review July 2001 - February 2002
eLogic 2000 - 2001
Skills
Business Intelligence, CRM, SaaS, Enterprise Software, Cloud Computing, SQL, Salesforce.com, Business Process, Microsoft SQL Server, SharePoint, Integration, Software Project..., Agile Methodologies, ERP, Requirements Analysis, Project Management, Project Portfolio..., MS Project, Team Building, Business Analysis, Tableau, SSRS, Power BI, SSIS
Education
Northeastern University 1995 — 2000
BSBA, MIS/Marketing
BlueGranite November 2014 - Present
Blackbaud December 2012 - November 2014
Blackbaud December 2011 - December 2012
Kintera, Inc. September 2007 - December 2011
Goal Financial December 2006 - September 2007
Websense January 2005 - December 2006
Core Solutions July 2004 - January 2005
MC Communications June 2003 - May 2004
Technology Review July 2001 - February 2002
eLogic 2000 - 2001
Skills
Business Intelligence, CRM, SaaS, Enterprise Software, Cloud Computing, SQL, Salesforce.com, Business Process, Microsoft SQL Server, SharePoint, Integration, Software Project..., Agile Methodologies, ERP, Requirements Analysis, Project Management, Project Portfolio..., MS Project, Team Building, Business Analysis, Tableau, SSRS, Power BI, SSIS
Education
Northeastern University 1995 — 2000
BSBA, MIS/Marketing
Nathan Johnson's Goal Financial Experience January 2001 - August 2005
Job Digital Marketing Coach, Graphic Designer, Web Developer
Industry Public Relations and Communications
Experience
Allison's Alligator Digital Creative Agency April 2014 - Present
Players Club Tours March 2014 - Present
Jenny Craig United Kingdom August 2011 - July 2013
Jenny Craig May 2010 - August 2011
Jenny Craig February 2009 - May 2010
LA Weightloss October 2007 - January 2009
Ace Mortgage Funding August 2006 - October 2007
Goal Financial January 2001 - August 2005
Bank of America July 1997 - December 2000
Skills
Nutritional Counseling, Counseling, Sales Management, Nutrition, Fitness, Sales, Consulting, Motivational..., Self Image, Public Speaking, Coaching, Wellness Coaching, Lifestyle, Social Media, Customer Service, Social Media Marketing, Team Building, Wellness, Customer Retention, Marketing, Public Relations, Marketing Strategy, Event Planning, Leadership, Music, Music Production, Music Performance, Email Marketing, Strategy, Psychotherapy
Education
University of Phoenix 2012 — 2015
Associate of Science (A.S.), Counseling Psychology
Institute for Integrative Nutrition - State University of New York at Purchase 2010 — 2011
Holistic Health Counseling, Dietary Theory
MiraCosta College 2001 — 2005
Associates Degree, Communications
Oceanside High School 1992 — 1997
Allison's Alligator Digital Creative Agency April 2014 - Present
Players Club Tours March 2014 - Present
Jenny Craig United Kingdom August 2011 - July 2013
Jenny Craig May 2010 - August 2011
Jenny Craig February 2009 - May 2010
LA Weightloss October 2007 - January 2009
Ace Mortgage Funding August 2006 - October 2007
Goal Financial January 2001 - August 2005
Bank of America July 1997 - December 2000
Skills
Nutritional Counseling, Counseling, Sales Management, Nutrition, Fitness, Sales, Consulting, Motivational..., Self Image, Public Speaking, Coaching, Wellness Coaching, Lifestyle, Social Media, Customer Service, Social Media Marketing, Team Building, Wellness, Customer Retention, Marketing, Public Relations, Marketing Strategy, Event Planning, Leadership, Music, Music Production, Music Performance, Email Marketing, Strategy, Psychotherapy
Education
University of Phoenix 2012 — 2015
Associate of Science (A.S.), Counseling Psychology
Institute for Integrative Nutrition - State University of New York at Purchase 2010 — 2011
Holistic Health Counseling, Dietary Theory
MiraCosta College 2001 — 2005
Associates Degree, Communications
Oceanside High School 1992 — 1997
Janna Doyscher's Goal Financial Experience February 2004 - July 2004
Job HR Director at USA Rugby
Industry Sports
Experience
USA Rugby January 2014 - Present
Denver Regional Council of Governments February 2006 - February 2014
ACH Foam Technologies July 2004 - February 2006
Goal Financial February 2004 - July 2004
NTN Communications January 2000 - February 2004
Skills
Microsoft Office, Public Speaking, Project Planning, Strategic Planning, Event Management, Non-profits, HRIS, Organizational..., Onboarding, Deferred Compensation, Employee Relations, ADP Payroll, Applicant Tracking..., Employee Engagement, Human Resources, FMLA, Performance Management, Customer Service, Public Relations, NEOGOV, Taleo, Employee Training, Training Delivery, Recruiting
Education
San Diego Mesa College 1990 — 1994
Clairemont High School 1987 — 1990
High School Diploma, 3.9 GPA
University of Phoenix
USA Rugby January 2014 - Present
Denver Regional Council of Governments February 2006 - February 2014
ACH Foam Technologies July 2004 - February 2006
Goal Financial February 2004 - July 2004
NTN Communications January 2000 - February 2004
Skills
Microsoft Office, Public Speaking, Project Planning, Strategic Planning, Event Management, Non-profits, HRIS, Organizational..., Onboarding, Deferred Compensation, Employee Relations, ADP Payroll, Applicant Tracking..., Employee Engagement, Human Resources, FMLA, Performance Management, Customer Service, Public Relations, NEOGOV, Taleo, Employee Training, Training Delivery, Recruiting
Education
San Diego Mesa College 1990 — 1994
Clairemont High School 1987 — 1990
High School Diploma, 3.9 GPA
University of Phoenix
Lisa Pederson Lisa Pederson's Goal Financial Experience January 2004 - December 2004
Job Sr. Consultant at Motionstrand
Industry Information Technology and Services
Experience
Motionstrand February 2015 - Present
Sererra March 2013 - January 2015
Sharp HealthCare - Alabs/Accenture March 2012 - November 2013
Illumina January 2011 - December 2011
Bake For Hope - Annual Non-Profit event October 2008 - October 2011
Jeppesen -a Boeing company February 2011 - April 2011
SAIC December 2004 - August 2009
Goal Financial January 2004 - December 2004
College Loan Corporation 2002 - 2004
Skills
Program Management, Project Management, Message Oriented..., Business Strategy, Business Analysis, Databases, SOA, SDLC, Operational Efficiency, Functional Design, Process Improvement, Software Development, Start-ups, Leadership, Cross-functional Team..., Strategic Planning, Management, Consulting, Integration, Marketing, CRM, Business Intelligence
Education
Brown College
Technical, Software Development
Metropolitan State Univ.
Motionstrand February 2015 - Present
Sererra March 2013 - January 2015
Sharp HealthCare - Alabs/Accenture March 2012 - November 2013
Illumina January 2011 - December 2011
Bake For Hope - Annual Non-Profit event October 2008 - October 2011
Jeppesen -a Boeing company February 2011 - April 2011
SAIC December 2004 - August 2009
Goal Financial January 2004 - December 2004
College Loan Corporation 2002 - 2004
Skills
Program Management, Project Management, Message Oriented..., Business Strategy, Business Analysis, Databases, SOA, SDLC, Operational Efficiency, Functional Design, Process Improvement, Software Development, Start-ups, Leadership, Cross-functional Team..., Strategic Planning, Management, Consulting, Integration, Marketing, CRM, Business Intelligence
Education
Brown College
Technical, Software Development
Metropolitan State Univ.
Karl Engstrom Karl Engstrom's Goal Financial Experience February 2006 - September 2007
Job Business Intelligence Architect
Industry Information Technology and Services
Experience
FTD Companies, Inc. September 2007 - Present
Goal Financial February 2006 - September 2007
Capital One Auto Finance July 2002 - February 2006
Capital One June 1999 - March 2002
Skills
SSRS, Data Integration, SSIS, Business Analysis, Microsoft SQL Server, Data Warehousing, Agile Methodologies, SDLC, Data Analysis, Business Intelligence, Databases, Data Modeling, Enterprise Architecture, Visio, Process Improvement, Analytics, SQL, Database Design, ETL, Business Objects
Education
University of Rochester 1995 — 1999
Psychology, Information Technology
FTD Companies, Inc. September 2007 - Present
Goal Financial February 2006 - September 2007
Capital One Auto Finance July 2002 - February 2006
Capital One June 1999 - March 2002
Skills
SSRS, Data Integration, SSIS, Business Analysis, Microsoft SQL Server, Data Warehousing, Agile Methodologies, SDLC, Data Analysis, Business Intelligence, Databases, Data Modeling, Enterprise Architecture, Visio, Process Improvement, Analytics, SQL, Database Design, ETL, Business Objects
Education
University of Rochester 1995 — 1999
Psychology, Information Technology
Moria Shebsovich Moria Shebsovich's Goal Financial Experience August 2006 - December 2007
Job Sr. QA Engineer, Team Lead at IQinVision
Industry Computer Software
Experience
IQinVision September 2013 - Present
Telecommunication Systems (Networks in Motion) October 2011 - Present
Breakthrough Technologies February 2013 - September 2013
XIFIN Inc February 2008 - February 2012
Goal Financial August 2006 - December 2007
GCAS, Inc., San Marcos, California July 2005 - July 2006
RS Information Systems - McLean, Virginia November 2001 - February 2005
Skills
Agile Methodologies, Test Automation, Compatibility Testing, Testing, Test Planning, Software Development, Databases, Microsoft SQL Server, Eclipse, SQL, Perl, Oracle, Firmware, Wireshark, IP Cameras
Education
Cleveland State University 1999 — 2001
MS, Computer Science
IQinVision September 2013 - Present
Telecommunication Systems (Networks in Motion) October 2011 - Present
Breakthrough Technologies February 2013 - September 2013
XIFIN Inc February 2008 - February 2012
Goal Financial August 2006 - December 2007
GCAS, Inc., San Marcos, California July 2005 - July 2006
RS Information Systems - McLean, Virginia November 2001 - February 2005
Skills
Agile Methodologies, Test Automation, Compatibility Testing, Testing, Test Planning, Software Development, Databases, Microsoft SQL Server, Eclipse, SQL, Perl, Oracle, Firmware, Wireshark, IP Cameras
Education
Cleveland State University 1999 — 2001
MS, Computer Science
Jim Amore Jim Amore's Goal Financial Experience December 2007 - March 2008
Job Director at Midtown Consulting Group
Industry Information Technology and Services
Experience
Midtown Consulting Group January 2010 - Present
Amore Systems April 2002 - April 2012
United Healthcare January 2008 - December 2011
Humana January 2004 - January 2010
Earthlink March 2008 - July 2008
Goal Financial December 2007 - March 2008
AT&T Mobility March 2006 - November 2007
Cox Enterprises 2004 - 2006
Simmons Bedding Company 2003 - 2005
Cox Communication 2002 - 2004
Skills
PMO, Business Intelligence, Data Warehousing, Essbase, ETL, Hyperion Planning, OBIEE, OLAP, Project Management, Program Management, Integration, ERP, Solution Architecture, EPM, Enterprise Software, Consulting, Data Modeling, Oracle, Business Analysis, Data Analysis, SDLC, Analytics, PMP, Unix, Warehousing, Data Marts, Scrum, Strategy, Executive Writing, Executive Presentation..., PMO set-up, PMO Services
Education
Nova Southeastern University 2001 — 2005
Doctorate of Information Systems ("ABD"), Information Systems
American InterContinental University 1999 — 2001
Master in Information Technology, Information Systems
Trevecca Nazarene University 1994 — 1997
BBA, Economics/Finance
Midtown Consulting Group January 2010 - Present
Amore Systems April 2002 - April 2012
United Healthcare January 2008 - December 2011
Humana January 2004 - January 2010
Earthlink March 2008 - July 2008
Goal Financial December 2007 - March 2008
AT&T Mobility March 2006 - November 2007
Cox Enterprises 2004 - 2006
Simmons Bedding Company 2003 - 2005
Cox Communication 2002 - 2004
Skills
PMO, Business Intelligence, Data Warehousing, Essbase, ETL, Hyperion Planning, OBIEE, OLAP, Project Management, Program Management, Integration, ERP, Solution Architecture, EPM, Enterprise Software, Consulting, Data Modeling, Oracle, Business Analysis, Data Analysis, SDLC, Analytics, PMP, Unix, Warehousing, Data Marts, Scrum, Strategy, Executive Writing, Executive Presentation..., PMO set-up, PMO Services
Education
Nova Southeastern University 2001 — 2005
Doctorate of Information Systems ("ABD"), Information Systems
American InterContinental University 1999 — 2001
Master in Information Technology, Information Systems
Trevecca Nazarene University 1994 — 1997
BBA, Economics/Finance
Brian Altman Brian Altman's Goal Financial Experience March 2003 - April 2007
Job Network Engineer at Brandes Investment Partners
Industry Sports
Experience
Brandes Investment Partners February 2014 - Present
Competitor Group October 2009 - October 2013
Peregrine Semiconductor February 2008 - November 2009
Covance and PPD August 2007 - February 2008
Goal Financial March 2003 - April 2007
Skills
Windows Server, Active Directory, VMware ESX, Networking, VMware, MCSA, VMware Infrastructure, System Administration, Virtualization, Servers, Network Administration, Microsoft Certified..., DNS, Microsoft SQL Server, OS X, Disaster Recovery, VoIP, SAN, HP Blade, High Availability, Group Policy, IIS, DHCP, MS Network Policy Server, Microsoft Exchange
Education
UCSC 1991 — 1995
BA, Psychology
Brandes Investment Partners February 2014 - Present
Competitor Group October 2009 - October 2013
Peregrine Semiconductor February 2008 - November 2009
Covance and PPD August 2007 - February 2008
Goal Financial March 2003 - April 2007
Skills
Windows Server, Active Directory, VMware ESX, Networking, VMware, MCSA, VMware Infrastructure, System Administration, Virtualization, Servers, Network Administration, Microsoft Certified..., DNS, Microsoft SQL Server, OS X, Disaster Recovery, VoIP, SAN, HP Blade, High Availability, Group Policy, IIS, DHCP, MS Network Policy Server, Microsoft Exchange
Education
UCSC 1991 — 1995
BA, Psychology
Jessica Calkins Jessica Calkins's Goal Financial Experience May 2005 - February 2006
Job Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
National University May 2011 - November 2011
Prometric Testing Center April 2008 - August 2010
Academic Loan Group February 2006 - November 2007
Goal Financial May 2005 - February 2006
Education
California State University-San Marcos 2008 — 2010
Bachelor's degree, Sociology
National University May 2011 - November 2011
Prometric Testing Center April 2008 - August 2010
Academic Loan Group February 2006 - November 2007
Goal Financial May 2005 - February 2006
Education
California State University-San Marcos 2008 — 2010
Bachelor's degree, Sociology
Ryan Dickie Ryan Dickie's Goal Financial Experience February 2006 - August 2006
Job President / CoFounder at Action Sports Holdings, LLC
Industry Entertainment
Experience
Action Sports Holdings, LLC 2009 - Present
LiveBattle June 2009 - Present
Union Fidelity Mortgage December 2006 - October 2007
Goal Financial February 2006 - August 2006
Education
San Diego State University-California State University 1999 — 2004
Information and Decision Systems
Cal State San Marcos
High Technology Management
Action Sports Holdings, LLC 2009 - Present
LiveBattle June 2009 - Present
Union Fidelity Mortgage December 2006 - October 2007
Goal Financial February 2006 - August 2006
Education
San Diego State University-California State University 1999 — 2004
Information and Decision Systems
Cal State San Marcos
High Technology Management
Daniel Clements, CBAP Daniel Clements, CBAP's Goal Financial Experience November 2004 - July 2007
Job Lead Business Analyst and CBAP Certified Business Analyst Professional
Industry Financial Services
Experience
PNC Bank (Previously National City Bank) July 2007 - Present
Goal Financial November 2004 - July 2007
First American Financial Corporation May 2004 - November 2004
SDDPC February 1998 - May 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Analysis, Business Requirements, Integration, Visio, User Acceptance Testing, Systems Analysis, Agile Methodologies, Software Development, Testing, Software Project..., Process Improvement, Quality Assurance, Vendor Management, Leadership, Business Process, Business Intelligence, Program Management, Data Warehousing, Training & Development, Educational Technology, Instructional Design
Education
National University 2014 — 2015
Master’s Degree, Master of Science in Educational & Instructional Technology, 4.0
Coleman College 1992 — 1995
Bachelor’s Degree, Computer Science, 4.0
Southgate
PNC Bank (Previously National City Bank) July 2007 - Present
Goal Financial November 2004 - July 2007
First American Financial Corporation May 2004 - November 2004
SDDPC February 1998 - May 2004
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Analysis, Business Requirements, Integration, Visio, User Acceptance Testing, Systems Analysis, Agile Methodologies, Software Development, Testing, Software Project..., Process Improvement, Quality Assurance, Vendor Management, Leadership, Business Process, Business Intelligence, Program Management, Data Warehousing, Training & Development, Educational Technology, Instructional Design
Education
National University 2014 — 2015
Master’s Degree, Master of Science in Educational & Instructional Technology, 4.0
Coleman College 1992 — 1995
Bachelor’s Degree, Computer Science, 4.0
Southgate
Thom Stohler's Goal Financial Experience 2005 - 2006
Job Vice President, Federal Government Affairs at National Association of Professional Employer Organizations
Industry Government Relations
Experience
National Association of Professional Employer Organizations October 2011 - Present
Accenture 2010 - 2011
Society for Human Resource Management 2010 - 2010
Occupational Safety and Health Administration 2008 - 2009
U.S. Department of Labor 2007 - 2008
Goal Financial 2005 - 2006
Sallie Mae 2004 - 2005
American Electronics Association 2001 - 2004
American Electronics Association 1998 - 2001
Associated General Contractors of America 1995 - 1998
Skills
Legislative Relations, Policy, Government, Strategic Communications, Public Policy, Public Affairs, Grassroots Organizing, Legislation, Policy Analysis, Politics, Media Relations, Strategic Planning, Federal Government, Political Campaigns, Campaigns, Public Relations, Fundraising, Political Consulting, Political Science, Government Contracting, Crisis Communications, Coalitions, Legislative Research, State Government, Public Speaking, Economic Development, Crisis Management, Political Communication, Government Procurement, Grassroots, PAC, Speech Writing, Internal Communications, Analysis, Legislative Affairs, Governmental Affairs, Message Development
Education
Indiana University Bloomington
Bachelor of Science
National Association of Professional Employer Organizations October 2011 - Present
Accenture 2010 - 2011
Society for Human Resource Management 2010 - 2010
Occupational Safety and Health Administration 2008 - 2009
U.S. Department of Labor 2007 - 2008
Goal Financial 2005 - 2006
Sallie Mae 2004 - 2005
American Electronics Association 2001 - 2004
American Electronics Association 1998 - 2001
Associated General Contractors of America 1995 - 1998
Skills
Legislative Relations, Policy, Government, Strategic Communications, Public Policy, Public Affairs, Grassroots Organizing, Legislation, Policy Analysis, Politics, Media Relations, Strategic Planning, Federal Government, Political Campaigns, Campaigns, Public Relations, Fundraising, Political Consulting, Political Science, Government Contracting, Crisis Communications, Coalitions, Legislative Research, State Government, Public Speaking, Economic Development, Crisis Management, Political Communication, Government Procurement, Grassroots, PAC, Speech Writing, Internal Communications, Analysis, Legislative Affairs, Governmental Affairs, Message Development
Education
Indiana University Bloomington
Bachelor of Science
Charles Sichel-Outcalt Charles Sichel-Outcalt's Goal Financial Experience 2008 - 2010
Job Higher Ed Policy and Data Consultant
Industry Research
Experience
Goal Financial 2008 - 2010
WiseChoice 2008 - 2010
WiseChoice Brands, LLC 2008 - 2010
Southern New Hampshire University May 2005 - 2010
Southern New Hampshire University 2005 - 2009
Southern New Hampshire University September 2003 - May 2005
University of California 2003 - 2003
University of California 1997 - 2000
University of California 1994 - 1997
L.A. Gay & Lesbian Center 1994 - 1995
Education
University of California, Los Angeles 1997 — 2002
Ph.D, MA, Education
Harvard University 1991 — 1994
MTS, Theology
The University of Chicago 1988 — 1991
MA, Anthropology
Michigan State University 1983 — 1987
BA, Anthropology, Psychology
Goal Financial 2008 - 2010
WiseChoice 2008 - 2010
WiseChoice Brands, LLC 2008 - 2010
Southern New Hampshire University May 2005 - 2010
Southern New Hampshire University 2005 - 2009
Southern New Hampshire University September 2003 - May 2005
University of California 2003 - 2003
University of California 1997 - 2000
University of California 1994 - 1997
L.A. Gay & Lesbian Center 1994 - 1995
Education
University of California, Los Angeles 1997 — 2002
Ph.D, MA, Education
Harvard University 1991 — 1994
MTS, Theology
The University of Chicago 1988 — 1991
MA, Anthropology
Michigan State University 1983 — 1987
BA, Anthropology, Psychology
Carol Morabito Carol Morabito's Goal Financial Experience June 2006 - December 2007
Job Vice President at Paradigm Group
Industry Professional Training & Coaching
Experience
Paradigm Group, Inc. August 2013 - Present
GreatCall June 2011 - August 2013
GreatCall July 2010 - July 2011
GreatCall July 2008 - July 2010
Goal Financial June 2006 - December 2007
Loan to Learn July 2005 - June 2006
Student Loan Xpress August 2004 - July 2005
ACI Specialty Benefits February 2002 - July 2004
California State Senate 2001 - 2002
Silverado Senior Living 2000 - 2001
Skills
Technical Writing, Business Process, Leadership, Product Launch, Quality Assurance, Marketing Strategy, Human Resources, Change Management, Strategy, Training, Operations Management, Retail, Corporate Communications, Strategic Planning, Business Development, Press Releases, Process Improvement, B2B, Consulting, Team Building, Wireless, Networking, Mentoring, Mobile Devices, Mobile Marketing, Customer Satisfaction, Strategic Partnerships, Direct Sales, Negotiation, Business Planning, Sales Operations, Organizational..., Management, Start-ups, Interviews, Workshop Facilitation, Proposal Writing, Marketing, SEO, Email Marketing, Business Strategy, Selling Skills, Vendor Management, Time Management, Coaching, Program Management, Team Leadership, Call Centers, Sales
Education
University of Delaware 1992 — 1996
Bachelor's, Business and Technical Writing
San Diego State University-California State University 2000 — 2002
Master's, MSW/ Administration and Non-profit Management
Paradigm Group, Inc. August 2013 - Present
GreatCall June 2011 - August 2013
GreatCall July 2010 - July 2011
GreatCall July 2008 - July 2010
Goal Financial June 2006 - December 2007
Loan to Learn July 2005 - June 2006
Student Loan Xpress August 2004 - July 2005
ACI Specialty Benefits February 2002 - July 2004
California State Senate 2001 - 2002
Silverado Senior Living 2000 - 2001
Skills
Technical Writing, Business Process, Leadership, Product Launch, Quality Assurance, Marketing Strategy, Human Resources, Change Management, Strategy, Training, Operations Management, Retail, Corporate Communications, Strategic Planning, Business Development, Press Releases, Process Improvement, B2B, Consulting, Team Building, Wireless, Networking, Mentoring, Mobile Devices, Mobile Marketing, Customer Satisfaction, Strategic Partnerships, Direct Sales, Negotiation, Business Planning, Sales Operations, Organizational..., Management, Start-ups, Interviews, Workshop Facilitation, Proposal Writing, Marketing, SEO, Email Marketing, Business Strategy, Selling Skills, Vendor Management, Time Management, Coaching, Program Management, Team Leadership, Call Centers, Sales
Education
University of Delaware 1992 — 1996
Bachelor's, Business and Technical Writing
San Diego State University-California State University 2000 — 2002
Master's, MSW/ Administration and Non-profit Management
Karen Richmond Karen Richmond's Goal Financial Experience November 2004 - December 2007
Job Regional Sales Manager at Skirvin & Associates/ Old American Insurance
Industry Insurance
Experience
Skirvin & Associates/ Old American Insurance February 2014 - Present
Advantage Insurance Solutions, LLC September 2008 - Present
Goal Structured Solutions (GS2) January 2008 - September 2008
Goal Financial November 2004 - December 2007
Skills
Medicare Advantage Plans, Medicare Supplement..., Medicare Prescription..., Individual Major Medical, Long Term Care Insurance, Fixed Annunities, Life Insurance, Final Expense, Employee Benefits, Variable Annuities, Executive..., COBRA, Expenses, Expense Reports, Medicare, Health Savings Accounts, Long-term Care, Whole Life, Universal Life, Individual Health..., Group Insurance, Health Insurance, Leadership, Team Building, Term Life Insurance, Disability Insurance, Customer Service
Education
University of South Alabama
Business/Corporate Communications
Skirvin & Associates/ Old American Insurance February 2014 - Present
Advantage Insurance Solutions, LLC September 2008 - Present
Goal Structured Solutions (GS2) January 2008 - September 2008
Goal Financial November 2004 - December 2007
Skills
Medicare Advantage Plans, Medicare Supplement..., Medicare Prescription..., Individual Major Medical, Long Term Care Insurance, Fixed Annunities, Life Insurance, Final Expense, Employee Benefits, Variable Annuities, Executive..., COBRA, Expenses, Expense Reports, Medicare, Health Savings Accounts, Long-term Care, Whole Life, Universal Life, Individual Health..., Group Insurance, Health Insurance, Leadership, Team Building, Term Life Insurance, Disability Insurance, Customer Service
Education
University of South Alabama
Business/Corporate Communications
Harold Aranda Harold Aranda's Goal Financial Experience 2005 - 2007
Job Life and Health Insurance California
Industry Financial Services
Experience
Life & Health Insurance Producer June 2012 - Present
Virgin America 2007 - 2010
Goal Financial 2005 - 2007
Skills
New Business Development, Customer Service, Team Building, Leadership, Strategic Planning, Training, Microsoft Office, Team Leadership, Operations Management, Sales, Management, Microsoft Excel, Customer Satisfaction
Education
Southern Illinois University, Carbondale 2010 — 2011
Bachelor's degree, Aviation/Airway Management and Operations
Palomar College 2005 — 2009
Associate of Arts (AA), Aviation/Airway Management and Operations
Bishop Montgomery High School
Life & Health Insurance Producer June 2012 - Present
Virgin America 2007 - 2010
Goal Financial 2005 - 2007
Skills
New Business Development, Customer Service, Team Building, Leadership, Strategic Planning, Training, Microsoft Office, Team Leadership, Operations Management, Sales, Management, Microsoft Excel, Customer Satisfaction
Education
Southern Illinois University, Carbondale 2010 — 2011
Bachelor's degree, Aviation/Airway Management and Operations
Palomar College 2005 — 2009
Associate of Arts (AA), Aviation/Airway Management and Operations
Bishop Montgomery High School
Qin (May) Xu Qin (May) Xu's Goal Financial Experience August 2005 - March 2008
Job Strategic Planning | Analysis | Project Management
Industry Financial Services
Experience
Federal Home Loan Bank of Seattle October 2013 - June 2015
Federal Home Loan Bank of Seattle September 2011 - September 2013
Federal Home Loan Bank of Seattle March 2008 - August 2011
Goal Financial August 2005 - March 2008
Time Warner Cable February 2003 - July 2005
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Forecasting, Portfolio Management, Analysis, Strategy, Banking, Risk Management, Business Strategy, Valuation, Strategic Planning, Budgets, Capital Markets, Data Analysis, Competitive Analysis, Cross-functional...
Education
Temple University - Fox School of Business and Management
MS, Finance
University of Central Arkansas
Bachelor’s Degree, Business Administration in Finance
Executive Development Institute
Certificate, Leadership
Dale Carnegie
Certificate, Leadership and Presentation
Federal Home Loan Bank of Seattle October 2013 - June 2015
Federal Home Loan Bank of Seattle September 2011 - September 2013
Federal Home Loan Bank of Seattle March 2008 - August 2011
Goal Financial August 2005 - March 2008
Time Warner Cable February 2003 - July 2005
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Forecasting, Portfolio Management, Analysis, Strategy, Banking, Risk Management, Business Strategy, Valuation, Strategic Planning, Budgets, Capital Markets, Data Analysis, Competitive Analysis, Cross-functional...
Education
Temple University - Fox School of Business and Management
MS, Finance
University of Central Arkansas
Bachelor’s Degree, Business Administration in Finance
Executive Development Institute
Certificate, Leadership
Dale Carnegie
Certificate, Leadership and Presentation
Leslie Lancaster Leslie Lancaster's Goal Financial Experience May 2005 - December 2006
Job Office Clerk at UHaul International, Inc.
Industry Higher Education
Experience
University of South Carolina March 2015 - Present
U-Haul International, Inc. January 2014 - Present
Lingual Perfection August 2013 - December 2013
Palmetto Autism Interventions June 2013 - December 2013
Caring, Inc. March 2012 - December 2013
Buffalo Wild Wings May 2011 - July 2012
Ruby Tuesday July 2010 - May 2011
Chicken of the Sea International December 2006 - July 2010
Goal Financial May 2005 - December 2006
JCPenney March 2003 - May 2005
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, English, Teaching, Editing, Administrative...
Education
University of South Carolina-Columbia 2011 — 2013
Bachelor of Arts (BA), English/Speech Language Pathology
University of South Carolina March 2015 - Present
U-Haul International, Inc. January 2014 - Present
Lingual Perfection August 2013 - December 2013
Palmetto Autism Interventions June 2013 - December 2013
Caring, Inc. March 2012 - December 2013
Buffalo Wild Wings May 2011 - July 2012
Ruby Tuesday July 2010 - May 2011
Chicken of the Sea International December 2006 - July 2010
Goal Financial May 2005 - December 2006
JCPenney March 2003 - May 2005
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, English, Teaching, Editing, Administrative...
Education
University of South Carolina-Columbia 2011 — 2013
Bachelor of Arts (BA), English/Speech Language Pathology
Matthew Vallejo Matthew Vallejo's Goal Financial Experience 2004 - 2007
Job Operational Excellence | Efficiency & Effectiveness | Project & Team Leader
Industry Management Consulting
Experience
Ashford University 2012 - 2015
Bridgepoint Education 2011 - 2012
CoreLogic (formerly First Advantage) 2009 - 2011
CoreLogic (formerly First Advantage) 2008 - 2009
Goal Financial 2004 - 2007
Goal Financial 2004 - 2007
Career Note 1984 - 2004
Skills
Cross-functional Team..., Analysis, Customer Service, Sales Operations, Policy, CRM, Inventory Management, Training, Start-ups, Call Center, Customer Satisfaction, Business Process..., Team Building, Operations Management, Customer Retention, Forecasting, Program Management, Strategic Planning, Project Management, Budgets, Business Analysis, Quality Assurance, Business Process, Business Development, Team Leadership, Process Improvement, Product Management, Data Analysis, Sales, Product Development, Vendor Management, Customer Experience, Business Strategy, Leadership Development, Executive Management, Organizational..., Project Delivery, Succession Planning, Salesforce.com, Project Planning, Coaching, Staff Development, Consulting, Strategy, Change Management, Higher Education, Leadership, Management
Education
Northern Arizona University 1995 — 1997
Master of Education
Northern Arizona University 1993 — 1995
Bachelor of Arts
University of Phoenix
Master of Arts
Ashford University 2012 - 2015
Bridgepoint Education 2011 - 2012
CoreLogic (formerly First Advantage) 2009 - 2011
CoreLogic (formerly First Advantage) 2008 - 2009
Goal Financial 2004 - 2007
Goal Financial 2004 - 2007
Career Note 1984 - 2004
Skills
Cross-functional Team..., Analysis, Customer Service, Sales Operations, Policy, CRM, Inventory Management, Training, Start-ups, Call Center, Customer Satisfaction, Business Process..., Team Building, Operations Management, Customer Retention, Forecasting, Program Management, Strategic Planning, Project Management, Budgets, Business Analysis, Quality Assurance, Business Process, Business Development, Team Leadership, Process Improvement, Product Management, Data Analysis, Sales, Product Development, Vendor Management, Customer Experience, Business Strategy, Leadership Development, Executive Management, Organizational..., Project Delivery, Succession Planning, Salesforce.com, Project Planning, Coaching, Staff Development, Consulting, Strategy, Change Management, Higher Education, Leadership, Management
Education
Northern Arizona University 1995 — 1997
Master of Education
Northern Arizona University 1993 — 1995
Bachelor of Arts
University of Phoenix
Master of Arts
Robin Hardy Robin Hardy's Goal Financial Experience September 2004 - December 2005
Job Content Developer & Marcom Manager at HP Inc.
Industry Marketing and Advertising
Experience
Hewlett-Packard December 2010 - Present
Essential Marketing Group January 1999 - December 2010
Goal Financial September 2004 - December 2005
American Express Educational Loans January 1994 - December 1999
Cardiff Software 1993 - 1996
PC DOCS/Fulcrum/Hummingbird 1989 - 1993
Skills
Content Development, Content Strategy, Marketing Communications, Marketing, Product Marketing, Collateral development, Public Relations, Creative Direction, Collateral, Press Releases, Editing, Writing, Sales, B2B Marketing, Management, Writing and editing, Program Management, New Business Development, Business communications, Strategic Partnerships, Customer Acquisition, Customer Acquisition..., Strategic Content..., Business Development, Strategy, Marketing Strategy, Lead Generation, Start-ups
Education
Florida State University 1980 — 1984
B.A., English / Business
Edison Community College 1978 — 1980
A.A., General Studies
Hewlett-Packard December 2010 - Present
Essential Marketing Group January 1999 - December 2010
Goal Financial September 2004 - December 2005
American Express Educational Loans January 1994 - December 1999
Cardiff Software 1993 - 1996
PC DOCS/Fulcrum/Hummingbird 1989 - 1993
Skills
Content Development, Content Strategy, Marketing Communications, Marketing, Product Marketing, Collateral development, Public Relations, Creative Direction, Collateral, Press Releases, Editing, Writing, Sales, B2B Marketing, Management, Writing and editing, Program Management, New Business Development, Business communications, Strategic Partnerships, Customer Acquisition, Customer Acquisition..., Strategic Content..., Business Development, Strategy, Marketing Strategy, Lead Generation, Start-ups
Education
Florida State University 1980 — 1984
B.A., English / Business
Edison Community College 1978 — 1980
A.A., General Studies
Jose Bono Jose Bono's Goal Financial Experience March 2004 - December 2007
Job Chief Marketing Officer at Evaero
Industry Internet
Experience
Evaero November 2014 - Present
Evaero July 2013 - October 2014
Guava Graphics 2008 - July 2013
JP Communications August 2008 - December 2008
ClosingCorp Inc. December 2007 - August 2008
Goal Financial March 2004 - December 2007
Postcard Press April 2003 - April 2004
Selfhelpworks, Inc April 2002 - April 2003
Hutchins & Associates March 2001 - March 2002
Modern Postcard, Inc March 1998 - March 2001
Skills
Marketing, Product Development, Marketing Strategy, Project Management, Web Development, User Experience, Team Leadership, Web Design, Graphic Design, Social Media Marketing, User Interface Design, E-commerce, Start-ups, Email Marketing, Social Networking, Web Applications, Graphics, Multi-channel Marketing, Agile Methodologies, User Interface
Education
Temple University 1990 — 1992
Graphic Design
Valley Forge Military Academy 1986 — 1990
HSD, Design
Evaero November 2014 - Present
Evaero July 2013 - October 2014
Guava Graphics 2008 - July 2013
JP Communications August 2008 - December 2008
ClosingCorp Inc. December 2007 - August 2008
Goal Financial March 2004 - December 2007
Postcard Press April 2003 - April 2004
Selfhelpworks, Inc April 2002 - April 2003
Hutchins & Associates March 2001 - March 2002
Modern Postcard, Inc March 1998 - March 2001
Skills
Marketing, Product Development, Marketing Strategy, Project Management, Web Development, User Experience, Team Leadership, Web Design, Graphic Design, Social Media Marketing, User Interface Design, E-commerce, Start-ups, Email Marketing, Social Networking, Web Applications, Graphics, Multi-channel Marketing, Agile Methodologies, User Interface
Education
Temple University 1990 — 1992
Graphic Design
Valley Forge Military Academy 1986 — 1990
HSD, Design
Allan Danan Allan Danan's Goal Financial Experience November 2001 - April 2007
Job Representative at ITT Technical Institute
Industry Education Management
Experience
Homes.com April 2014 - Present
ITT Technical Institute January 2008 - March 2013
College Finance Group May 2007 - October 2007
Goal Financial November 2001 - April 2007
Skills
Teaching, Staff Development, Adult Education, Student Recruiting, Resume Writing, Research, PowerPoint, Training, Curriculum Development, Interviews, Management
Education
Holy Angel University
Bachelor's degree, Civil Engineering
Texas A&M University-Commerce
Master's degree, Industry and Technology
Homes.com April 2014 - Present
ITT Technical Institute January 2008 - March 2013
College Finance Group May 2007 - October 2007
Goal Financial November 2001 - April 2007
Skills
Teaching, Staff Development, Adult Education, Student Recruiting, Resume Writing, Research, PowerPoint, Training, Curriculum Development, Interviews, Management
Education
Holy Angel University
Bachelor's degree, Civil Engineering
Texas A&M University-Commerce
Master's degree, Industry and Technology
Jeniffer Cochran Jeniffer Cochran's Goal Financial Experience July 2006 - October 2007
Job Pharmacy Clerk at UnitedHealth Group
Industry Consumer Services
Experience
UnitedHealth Group May 2013 - Present
Ranstad January 2013 - May 2013
Goal Financial/Structured Solutions February 2010 - November 2011
7-Eleven December 2009 - May 2010
Goal Financial July 2006 - October 2007
Goal Financial (Tri-Staff Group) February 2006 - June 2006
Tri Staff Group September 2005 - January 2006
Robinson's May Company October 1998 - March 2001
Skills
Call Center, Customer Satisfaction, Customer Service, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Cold Calling, Sales, Training, Call Centers, Process Improvement, Insurance, Customer Retention, Management, Budgets
Education
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.55
UnitedHealth Group May 2013 - Present
Ranstad January 2013 - May 2013
Goal Financial/Structured Solutions February 2010 - November 2011
7-Eleven December 2009 - May 2010
Goal Financial July 2006 - October 2007
Goal Financial (Tri-Staff Group) February 2006 - June 2006
Tri Staff Group September 2005 - January 2006
Robinson's May Company October 1998 - March 2001
Skills
Call Center, Customer Satisfaction, Customer Service, Data Entry, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Cold Calling, Sales, Training, Call Centers, Process Improvement, Insurance, Customer Retention, Management, Budgets
Education
University of Phoenix 2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.55
Kristen Pinta Kristen Pinta's Goal Financial Experience July 2010 - December 2012
Job Business Analyst at Cology
Industry Writing and Editing
Experience
Cology January 2013 - Present
Goal Financial July 2010 - December 2012
Student Loan Xpress, a CIT Company May 2007 - June 2008
Student Loan Xpress, a CIT Company January 2006 - May 2007
Student Loan Xpress August 2004 - January 2006
John C. Henck & Associates Co., LPA May 2001 - May 2003
Skills
Social Media, Salesforce.com, Email Marketing, Customer Service, Marketing, Sales, Team Building, Project Management, Strategy, Business Development, Training, CRM, Management, Software Documentation, Visio
Education
Boise State University 2013 — 2016
Master's Degree, Organizational Performance and Workplace Learning (OPWL)
UCSD 2011 — 2012
Graduate Certificate, Technical Communication
Denison University 1999 — 2003
BA, English Literature and Creative Writing
Cology January 2013 - Present
Goal Financial July 2010 - December 2012
Student Loan Xpress, a CIT Company May 2007 - June 2008
Student Loan Xpress, a CIT Company January 2006 - May 2007
Student Loan Xpress August 2004 - January 2006
John C. Henck & Associates Co., LPA May 2001 - May 2003
Skills
Social Media, Salesforce.com, Email Marketing, Customer Service, Marketing, Sales, Team Building, Project Management, Strategy, Business Development, Training, CRM, Management, Software Documentation, Visio
Education
Boise State University 2013 — 2016
Master's Degree, Organizational Performance and Workplace Learning (OPWL)
UCSD 2011 — 2012
Graduate Certificate, Technical Communication
Denison University 1999 — 2003
BA, English Literature and Creative Writing
Lloyd Yeates's Goal Financial Experience May 2004 - January 2008
Job Business Development
Industry Marketing and Advertising
Experience
Hussmann October 2011 - Present
Evergreen Teller Services January 2008 - 2011
Goal Financial May 2004 - January 2008
Skills
Brand Development, Closing, Professional Networking, Surfing, Sales, Marketing, Management, Marketing Strategy, Sales Management, Social Media Marketing, Social Networking, Account Management, Lead Generation, Social Media, Business Development, New Business Development, Business Analysis
Education
Sierra College 1997 — 1999
A.A, Business
Hussmann October 2011 - Present
Evergreen Teller Services January 2008 - 2011
Goal Financial May 2004 - January 2008
Skills
Brand Development, Closing, Professional Networking, Surfing, Sales, Marketing, Management, Marketing Strategy, Sales Management, Social Media Marketing, Social Networking, Account Management, Lead Generation, Social Media, Business Development, New Business Development, Business Analysis
Education
Sierra College 1997 — 1999
A.A, Business
Jennifer Sims Jennifer Sims's Goal Financial Experience February 2005 - 2007
Job Director, Broadcast Marketing at FanDuel Inc.
Industry Internet
Experience
FanDuel Inc. July 2014 - Present
The Control Group Instant Checkmate May 2013 - July 2014
LendingTree October 2011 - May 2013
Provide Commerce June 2010 - October 2011
Provide Commerce/ProFlowers December 2007 - June 2010
Goal Financial February 2005 - 2007
IIR Exhibitions October 2002 - February 2005
Primedia Business Exhibitions January 2001 - October 2002
Weichert Realtors: The Business Academy May 2000 - January 2001
Skills
Direct Marketing, Segmentation, Direct Mail, Radio, Email Marketing, Integrated Marketing, Analytics, Online Marketing, E-commerce, Lead Generation, Marketing Strategy, Web Analytics, Customer Acquisition, Multi-channel Marketing, Online Advertising, Marketing Management, Marketing Communications, Advertising, Marketing, B2B, Digital Marketing, Strategy, Database Marketing, CRM, B2B Marketing, Media Planning, Business Development, Market Planning, Creative Direction, Cross-functional Team..., Media Buying, Mobile Marketing, Customer Retention
Education
University of Connecticut 1998 — 2000
BSBA, Marketing
Northeastern University 1996 — 1998
Business; Marketing
Fairfield High School 1992 — 1996
FanDuel Inc. July 2014 - Present
The Control Group Instant Checkmate May 2013 - July 2014
LendingTree October 2011 - May 2013
Provide Commerce June 2010 - October 2011
Provide Commerce/ProFlowers December 2007 - June 2010
Goal Financial February 2005 - 2007
IIR Exhibitions October 2002 - February 2005
Primedia Business Exhibitions January 2001 - October 2002
Weichert Realtors: The Business Academy May 2000 - January 2001
Skills
Direct Marketing, Segmentation, Direct Mail, Radio, Email Marketing, Integrated Marketing, Analytics, Online Marketing, E-commerce, Lead Generation, Marketing Strategy, Web Analytics, Customer Acquisition, Multi-channel Marketing, Online Advertising, Marketing Management, Marketing Communications, Advertising, Marketing, B2B, Digital Marketing, Strategy, Database Marketing, CRM, B2B Marketing, Media Planning, Business Development, Market Planning, Creative Direction, Cross-functional Team..., Media Buying, Mobile Marketing, Customer Retention
Education
University of Connecticut 1998 — 2000
BSBA, Marketing
Northeastern University 1996 — 1998
Business; Marketing
Fairfield High School 1992 — 1996
Lauren Fischbein Lauren Fischbein's Goal Financial Experience September 2003 - June 2006
Job Follow Up Manager at North American Financial
Industry Financial Services
Experience
Hire Patriots July 2015 - Present
NORTH AMERICAN FINANCIAL March 2014 - Present
Steven Cates International September 2013 - August 2014
Retail Top Talent October 2010 - June 2011
Time Warner Cable October 2008 - October 2009
California Marketing April 2008 - September 2008
Designscape June 2006 - February 2007
Goal Financial September 2003 - June 2006
Morgan Stanley Dean Witter October 2000 - March 2003
Prudential Securities November 1996 - April 2000
Skills
Inside Sales, Outside Sales, Marketing, Selling, Sales, CRM, Training, Event Planning, Leadership, Customer Service, Event Management, Entrepreneurship, Email Marketing, Social Media, Advertising, New Business Development, Social Media Marketing
Education
University of California, Los Angeles 1987 — 1991
B.A., Communication Studies, Emphasis in Business Administration
University of California, Los Angeles 1987 — 1991
Bachelor of Communications Studies and Business, Communication Studies and Business
Hire Patriots July 2015 - Present
NORTH AMERICAN FINANCIAL March 2014 - Present
Steven Cates International September 2013 - August 2014
Retail Top Talent October 2010 - June 2011
Time Warner Cable October 2008 - October 2009
California Marketing April 2008 - September 2008
Designscape June 2006 - February 2007
Goal Financial September 2003 - June 2006
Morgan Stanley Dean Witter October 2000 - March 2003
Prudential Securities November 1996 - April 2000
Skills
Inside Sales, Outside Sales, Marketing, Selling, Sales, CRM, Training, Event Planning, Leadership, Customer Service, Event Management, Entrepreneurship, Email Marketing, Social Media, Advertising, New Business Development, Social Media Marketing
Education
University of California, Los Angeles 1987 — 1991
B.A., Communication Studies, Emphasis in Business Administration
University of California, Los Angeles 1987 — 1991
Bachelor of Communications Studies and Business, Communication Studies and Business
John T. Weir's Goal Financial Experience April 2007 - December 2007
Job CEO Planning for College
Industry Consumer Services
Experience
Planning for College January 2008 - Present
Goal Financial April 2007 - December 2007
Goal Financial March 2006 - March 2007
EduCap April 2005 - September 2005
Student Loan Xpress September 2001 - March 2005
Student Loan Xpress, A CIT Company 2001 - 2005
Aegis Communications September 1999 - September 2001
American Express Educational Loans March 1997 - September 1999
The Chase Manhattan Bank 1993 - 1997
Sallie Mae 1990 - 1992
Skills
Student Loans, Corporate Trust, Call Center, Operations Management, Start-up Operations, Direct Marketing, College Counseling, Start-ups, College Education..., Student Financial Aid, College Applications, Microsoft Office, Contact Center..., Team Leadership, Employee Management, Employee Training, Employee Recognition, Customer Retention, Student Counseling, Management, Call Centers, Business Development, Marketing Strategy, Coaching, Leadership, Admissions, Customer Satisfaction, Sales Process, Sales, Marketing, Lead Generation, Staff Development, Entrepreneurship, Strategic Partnerships, Performance Management, Financial Services, Leadership Development, Training, Executive Management, Team Building, Strategy, Salesforce.com, CRM, Recruiting, Customer Acquisition, Consulting, Resume Writing
Education
Northwood University 1993 — 1995
BA, Magna Cum Laude, Business Administration
Kirtland Community College 1976 — 1978
AA, Business
Yorktown High School 1974 — 1975
Camp Zama High School DOD 1973 — 1974
HS, General
Planning for College January 2008 - Present
Goal Financial April 2007 - December 2007
Goal Financial March 2006 - March 2007
EduCap April 2005 - September 2005
Student Loan Xpress September 2001 - March 2005
Student Loan Xpress, A CIT Company 2001 - 2005
Aegis Communications September 1999 - September 2001
American Express Educational Loans March 1997 - September 1999
The Chase Manhattan Bank 1993 - 1997
Sallie Mae 1990 - 1992
Skills
Student Loans, Corporate Trust, Call Center, Operations Management, Start-up Operations, Direct Marketing, College Counseling, Start-ups, College Education..., Student Financial Aid, College Applications, Microsoft Office, Contact Center..., Team Leadership, Employee Management, Employee Training, Employee Recognition, Customer Retention, Student Counseling, Management, Call Centers, Business Development, Marketing Strategy, Coaching, Leadership, Admissions, Customer Satisfaction, Sales Process, Sales, Marketing, Lead Generation, Staff Development, Entrepreneurship, Strategic Partnerships, Performance Management, Financial Services, Leadership Development, Training, Executive Management, Team Building, Strategy, Salesforce.com, CRM, Recruiting, Customer Acquisition, Consulting, Resume Writing
Education
Northwood University 1993 — 1995
BA, Magna Cum Laude, Business Administration
Kirtland Community College 1976 — 1978
AA, Business
Yorktown High School 1974 — 1975
Camp Zama High School DOD 1973 — 1974
HS, General
Adam Tockarshewsky Adam Tockarshewsky's Goal Financial Experience October 2006 - December 2007
Job Inside Sales Manager at MartindaleHubbell
Industry Internet
Experience
Martindale-Hubbell - Internet Brands January 2012 - Present
LexisNexis Martindale-Hubbell January 2011 - December 2011
LexisNexis Martindale-Hubbell January 2010 - December 2010
LexisNexis Martindale-Hubbell August 2008 - December 2009
San Diego Regional Chamber of Commerce January 2008 - August 2008
Goal Financial October 2006 - December 2007
Goal Financial October 2002 - October 2006
University of Phoenix October 2001 - October 2002
Matrix Direct September 1997 - October 2001
Skills
Lead Generation, Cold Calling, SEO, PPC, Selling, New Business Development, Sales Management, Account Management, Digital Marketing, Sales Operations, Email Marketing, Customer Retention, Solution Selling, Sales, Business Development, Marketing, Online Marketing, Legal Marketing, Social Media Marketing, Marketing Strategy, Salesforce.com, Online Advertising, Social Media, B2B, Management, Value Selling, CRM, Analytics, Google Analytics, Strategic Partnerships, Sales Presentations, Leadership, Training, Online Lead Generation, Search Advertising, Sales Process, Customer Acquisition, Customer Satisfaction, Law Firm Marketing, Online Reputation..., B2B Marketing, Direct Marketing, Web Marketing, Direct Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.A., Political Science
Hudson Catholic Regional High School 1987 — 1991
HS Diploma, Advanced college prep courses
Martindale-Hubbell - Internet Brands January 2012 - Present
LexisNexis Martindale-Hubbell January 2011 - December 2011
LexisNexis Martindale-Hubbell January 2010 - December 2010
LexisNexis Martindale-Hubbell August 2008 - December 2009
San Diego Regional Chamber of Commerce January 2008 - August 2008
Goal Financial October 2006 - December 2007
Goal Financial October 2002 - October 2006
University of Phoenix October 2001 - October 2002
Matrix Direct September 1997 - October 2001
Skills
Lead Generation, Cold Calling, SEO, PPC, Selling, New Business Development, Sales Management, Account Management, Digital Marketing, Sales Operations, Email Marketing, Customer Retention, Solution Selling, Sales, Business Development, Marketing, Online Marketing, Legal Marketing, Social Media Marketing, Marketing Strategy, Salesforce.com, Online Advertising, Social Media, B2B, Management, Value Selling, CRM, Analytics, Google Analytics, Strategic Partnerships, Sales Presentations, Leadership, Training, Online Lead Generation, Search Advertising, Sales Process, Customer Acquisition, Customer Satisfaction, Law Firm Marketing, Online Reputation..., B2B Marketing, Direct Marketing, Web Marketing, Direct Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
B.A., Political Science
Hudson Catholic Regional High School 1987 — 1991
HS Diploma, Advanced college prep courses
Celesd F. Willoughby Celesd F. Willoughby's Goal Financial Experience 2001 - 2003
Job National Account Manager /Licensed Agent (SelectQuote Insurance Services)
Industry Insurance
Experience
SelectQuote Insurance Services September 2014 - Present
Heather KiNCH Studio, LLC - App Developer, Fine Art Bird Photography, Pet Art, Creative Services May 2006 - Present
Service Corporation International December 2012 - September 2014
Dignity Memorial December 2012 - September 2014
Stewart Enterprises January 2012 - November 2012
Academic Loan Group 2004 - 2008
Goal Financial 2001 - 2003
MCSi 1999 - 2001
PERIWINKLE'S PET GALLERY April 1992 - November 1999
Shakey's Pizza, Inc. 1989 - 1992
Skills
Business Development, New Business Development, Strategic Planning, Sales, Strategic Partnerships, Sales Management, Recruiting, Start-ups, Public Speaking, CRM, Lead Generation, Leadership, Marketing, Management, Selling, B2B, Coaching, Social Media Marketing, Training, Business Strategy, Cross-functional Team..., Leadership Development, Program Management, Small Business, Budgets, Entrepreneurship, Solution Selling, Change Management, Executive Management, Team Building, Product Development, Marketing Strategy, Community Outreach, Social Networking, Direct Marketing, Social Media, Management Consulting, Event Management, Consulting, Event Planning, Brand Development, Account Management, Customer Service, Business Planning, Team Leadership, Call Centers, Product Marketing, Sales Presentations, Operations Management, Marketing Management
Education
University of Michigan
SelectQuote Insurance Services September 2014 - Present
Heather KiNCH Studio, LLC - App Developer, Fine Art Bird Photography, Pet Art, Creative Services May 2006 - Present
Service Corporation International December 2012 - September 2014
Dignity Memorial December 2012 - September 2014
Stewart Enterprises January 2012 - November 2012
Academic Loan Group 2004 - 2008
Goal Financial 2001 - 2003
MCSi 1999 - 2001
PERIWINKLE'S PET GALLERY April 1992 - November 1999
Shakey's Pizza, Inc. 1989 - 1992
Skills
Business Development, New Business Development, Strategic Planning, Sales, Strategic Partnerships, Sales Management, Recruiting, Start-ups, Public Speaking, CRM, Lead Generation, Leadership, Marketing, Management, Selling, B2B, Coaching, Social Media Marketing, Training, Business Strategy, Cross-functional Team..., Leadership Development, Program Management, Small Business, Budgets, Entrepreneurship, Solution Selling, Change Management, Executive Management, Team Building, Product Development, Marketing Strategy, Community Outreach, Social Networking, Direct Marketing, Social Media, Management Consulting, Event Management, Consulting, Event Planning, Brand Development, Account Management, Customer Service, Business Planning, Team Leadership, Call Centers, Product Marketing, Sales Presentations, Operations Management, Marketing Management
Education
University of Michigan
Nigel Rothfeder Nigel Rothfeder's Goal Financial Experience August 2006 - May 2007
Job Skillfull and Artfull Demand Generator for worldwide marketing company!
Industry Information Technology and Services
Experience
Harte-Hanks Direct Marketing September 2008 - Present
Audatex North America, Inc. May 2007 - September 2008
Goal Financial August 2006 - May 2007
College Loan Corporation 2006 - 2007
CitiFinancial August 2005 - August 2006
Education
Art Institute of Seattle 2004 — 2005
A.S., Video Production
Hudson Valley Community College 2001 — 2003
A.A., Business Administration
Harte-Hanks Direct Marketing September 2008 - Present
Audatex North America, Inc. May 2007 - September 2008
Goal Financial August 2006 - May 2007
College Loan Corporation 2006 - 2007
CitiFinancial August 2005 - August 2006
Education
Art Institute of Seattle 2004 — 2005
A.S., Video Production
Hudson Valley Community College 2001 — 2003
A.A., Business Administration
Allison Anderson-Fobert's Goal Financial Experience January 2007 - June 2007
Job Sales Consultant, Service at KONE Inc.
Industry Mechanical or Industrial Engineering
Experience
KONE April 2014 - Present
KONE December 2012 - March 2014
KONE August 2010 - November 2012
KONE January 2010 - August 2010
KONE January 2009 - April 2010
American Eagle Outfitters March 2008 - November 2009
Stoney Creek Inn May 2007 - August 2007
Goal Financial January 2007 - June 2007
The Moline Foundation January 2005 - December 2005
American Eagle Outfitters April 2004 - July 2005
Skills
Salesforce.com, SAP, Program Management, Training Skills, Process Development, Incentive Programs, Lead Generation, Cross-functional Team..., Lead Management, Corporate Communications, Customer Loyalty, Brand Loyalty, Training, Digital Marketing, Management, Marketing, Leadership, Account Management, New Business Development, Sales, Social Media, Selling, Sales Process, Sales Management, Process Simulation, Press Releases, Customer Satisfaction, CRM, Business Planning, Analysis, Team Building
Education
University of Illinois at Urbana-Champaign 2005 — 2008
B.S., Advertising
Black Hawk College
KONE April 2014 - Present
KONE December 2012 - March 2014
KONE August 2010 - November 2012
KONE January 2010 - August 2010
KONE January 2009 - April 2010
American Eagle Outfitters March 2008 - November 2009
Stoney Creek Inn May 2007 - August 2007
Goal Financial January 2007 - June 2007
The Moline Foundation January 2005 - December 2005
American Eagle Outfitters April 2004 - July 2005
Skills
Salesforce.com, SAP, Program Management, Training Skills, Process Development, Incentive Programs, Lead Generation, Cross-functional Team..., Lead Management, Corporate Communications, Customer Loyalty, Brand Loyalty, Training, Digital Marketing, Management, Marketing, Leadership, Account Management, New Business Development, Sales, Social Media, Selling, Sales Process, Sales Management, Process Simulation, Press Releases, Customer Satisfaction, CRM, Business Planning, Analysis, Team Building
Education
University of Illinois at Urbana-Champaign 2005 — 2008
B.S., Advertising
Black Hawk College
Curtis Chadwick Curtis Chadwick's Goal Financial Experience January 2006 - April 2007
Job Lease Consultant/ Site Acquisition Specialist at Md7
Industry Telecommunications
Experience
Md7 August 2011 - Present
Great Call, Inc November 2009 - January 2011
College Loan Corporation April 2007 - November 2007
Goal Financial January 2006 - April 2007
Masco Retail Sales Support June 2004 - June 2005
Maxim Healthcare Services August 2003 - April 2004
Skills
Sales, Training, Recruiting, Call Centers, Coaching, CRM, Human Resources, Social Networking, Microsoft Excel, Fundraising, Hiring, Selling, Payroll, Interviews, Healthcare, Public Speaking, Real Estate, Commercial Real Estate, Real Estate License
Education
California State University-Chico 2000 — 2002
Bachelor of Science, Instructional Technology
American River College 1996 — 2000
A.A., Liberal Arts
Md7 August 2011 - Present
Great Call, Inc November 2009 - January 2011
College Loan Corporation April 2007 - November 2007
Goal Financial January 2006 - April 2007
Masco Retail Sales Support June 2004 - June 2005
Maxim Healthcare Services August 2003 - April 2004
Skills
Sales, Training, Recruiting, Call Centers, Coaching, CRM, Human Resources, Social Networking, Microsoft Excel, Fundraising, Hiring, Selling, Payroll, Interviews, Healthcare, Public Speaking, Real Estate, Commercial Real Estate, Real Estate License
Education
California State University-Chico 2000 — 2002
Bachelor of Science, Instructional Technology
American River College 1996 — 2000
A.A., Liberal Arts
Arnold Conchas's Goal Financial Experience December 2006 - June 2007
Job
Industry Information Technology and Services
Experience
Capgemini August 2014 - Present
HD Supply October 2011 - July 2014
Abbott Molecular January 2010 - October 2011
Closing Corporation July 2008 - December 2009
ICW Group July 2007 - June 2008
Goal Financial December 2006 - June 2007
Hologic (Formerly Gen Probe) October 2006 - December 2006
Hospira July 2005 - October 2006
LabCorp March 1997 - June 2005
Skills
VBScript, JIRA, Software Configuration..., Microsoft SQL Server, XML, SQL, Bugzilla, Subversion, WinRunner, JavaScript, Tortoise SVN, SoapUI, Apache, JMeter, Linux, Regression Testing, Quality Center, QTP, SDLC, Test Cases, Testing, Worksoft Certify, HP Quality Center, HP QTP
Education
San Diego State University-California State University 2000 — 2000
Certified Web Developer
California Polytechnic State University-San Luis Obispo 1992 — 1994
Cuesta College
Capgemini August 2014 - Present
HD Supply October 2011 - July 2014
Abbott Molecular January 2010 - October 2011
Closing Corporation July 2008 - December 2009
ICW Group July 2007 - June 2008
Goal Financial December 2006 - June 2007
Hologic (Formerly Gen Probe) October 2006 - December 2006
Hospira July 2005 - October 2006
LabCorp March 1997 - June 2005
Skills
VBScript, JIRA, Software Configuration..., Microsoft SQL Server, XML, SQL, Bugzilla, Subversion, WinRunner, JavaScript, Tortoise SVN, SoapUI, Apache, JMeter, Linux, Regression Testing, Quality Center, QTP, SDLC, Test Cases, Testing, Worksoft Certify, HP Quality Center, HP QTP
Education
San Diego State University-California State University 2000 — 2000
Certified Web Developer
California Polytechnic State University-San Luis Obispo 1992 — 1994
Cuesta College
Aaron Finney's Goal Financial Experience November 2004 - January 2006
Job Owner, FBR Technologies and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
FBR Technologies March 2006 - Present
Goal Financial November 2004 - January 2006
OPTO 22 April 2000 - August 2004
A Better Way of Learning (Games2Learn) November 1998 - March 2000
ARIC Inc. October 1996 - November 1998
Control Engineering Inc October 1994 - October 1996
Education
University of California, Riverside 2000 — 2001
Extention Courses
University of Nevada-Las Vegas 1990 — 1994
BS
New York Institute of Technology
BS
FBR Technologies March 2006 - Present
Goal Financial November 2004 - January 2006
OPTO 22 April 2000 - August 2004
A Better Way of Learning (Games2Learn) November 1998 - March 2000
ARIC Inc. October 1996 - November 1998
Control Engineering Inc October 1994 - October 1996
Education
University of California, Riverside 2000 — 2001
Extention Courses
University of Nevada-Las Vegas 1990 — 1994
BS
New York Institute of Technology
BS
Tony Truong, FIC's Goal Financial Experience February 2003 - April 2005
Job Experienced Financial Professional
Industry Financial Services
Experience
Thrivent Financial May 2013 - Present
Adconion Direct June 2011 - February 2014
Adconion Direct May 2007 - June 2011
First American April 2005 - November 2007
Goal Financial February 2003 - April 2005
Symantec Corporation November 2000 - February 2003
Skills
Asset Allocation, Investment Strategies, Retirement Strategies, Risk Management, Education Funding, Charitable Strategies
Education
University of California, Los Angeles 1997 — 2001
B.S., Computer Science
Dale Carnegie
Toastmaster
Thrivent Financial May 2013 - Present
Adconion Direct June 2011 - February 2014
Adconion Direct May 2007 - June 2011
First American April 2005 - November 2007
Goal Financial February 2003 - April 2005
Symantec Corporation November 2000 - February 2003
Skills
Asset Allocation, Investment Strategies, Retirement Strategies, Risk Management, Education Funding, Charitable Strategies
Education
University of California, Los Angeles 1997 — 2001
B.S., Computer Science
Dale Carnegie
Toastmaster
Chad Hartley's Goal Financial Experience April 2003 - April 2004
Job Project Manager at OSG Billing Services
Industry Computer Software
Experience
OSG Billing Services October 2012 - Present
Ports America November 2011 - October 2012
GreatCall December 2007 - August 2011
GreatCall December 2007 - August 2011
Vistage International February 2005 - May 2007
Goal Financial April 2003 - April 2004
Rex TV and Appliance December 1999 - January 2003
Skills
Process Improvement, Team Building, Business Strategy, Leadership, Strategic Planning, New Business Development, Forecasting, Product Development, Strategy, Integrated Marketing, Training, Project Portfolio..., Sales Management, Management, Mobile Devices, Sales, Business Process..., Start-ups, Marketing, Risk Management, Integration, Team Leadership, Account Management, Analysis, Business Analysis, Business Development, Business Intelligence, CRM, Call Centers, Change Management, Coaching, Cross-functional Team..., Customer Service, Operations Management, Program Management, Project Management, Project Planning, Sales Operations, Telecommunications
Education
Devry University - Keller Graduate School of Management 2009 — 2010
CPM, Certified Project Manager
University of Phoenix 2005 — 2007
MBA
Ohio University 1996 — 2002
BSS, Sports Management/Communications
Shadyside HIgh School 1992 — 1996
OSG Billing Services October 2012 - Present
Ports America November 2011 - October 2012
GreatCall December 2007 - August 2011
GreatCall December 2007 - August 2011
Vistage International February 2005 - May 2007
Goal Financial April 2003 - April 2004
Rex TV and Appliance December 1999 - January 2003
Skills
Process Improvement, Team Building, Business Strategy, Leadership, Strategic Planning, New Business Development, Forecasting, Product Development, Strategy, Integrated Marketing, Training, Project Portfolio..., Sales Management, Management, Mobile Devices, Sales, Business Process..., Start-ups, Marketing, Risk Management, Integration, Team Leadership, Account Management, Analysis, Business Analysis, Business Development, Business Intelligence, CRM, Call Centers, Change Management, Coaching, Cross-functional Team..., Customer Service, Operations Management, Program Management, Project Management, Project Planning, Sales Operations, Telecommunications
Education
Devry University - Keller Graduate School of Management 2009 — 2010
CPM, Certified Project Manager
University of Phoenix 2005 — 2007
MBA
Ohio University 1996 — 2002
BSS, Sports Management/Communications
Shadyside HIgh School 1992 — 1996
Kevin Lecuyer's Goal Financial Experience March 2003 - March 2006
Job Sales Development Manager at Virgin Pulse
Industry Health, Wellness and Fitness
Experience
Virgin Pulse July 2013 - Present
Virgin Pulse July 2010 - July 2013
salary.com June 2006 - May 2010
Goal Financial March 2003 - March 2006
Conversent Communications September 2002 - February 2003
Skills
Salesforce.com, Cold Calling, Sales Process, SaaS, Lead Generation, Solution Selling, Direct Sales, Business Development, Sales Presentations, Talent Management, Recruiting, Enterprise Software, Customer Retention, Sales, Management, Leadership
Education
Saint Anselm College 1998 — 2002
Virgin Pulse July 2013 - Present
Virgin Pulse July 2010 - July 2013
salary.com June 2006 - May 2010
Goal Financial March 2003 - March 2006
Conversent Communications September 2002 - February 2003
Skills
Salesforce.com, Cold Calling, Sales Process, SaaS, Lead Generation, Solution Selling, Direct Sales, Business Development, Sales Presentations, Talent Management, Recruiting, Enterprise Software, Customer Retention, Sales, Management, Leadership
Education
Saint Anselm College 1998 — 2002
Starla Ahu's Goal Financial Experience June 2001 - June 2005
Job Director of Sales at Academic Loan Group
Industry Financial Services
Experience
Academic Loan Group August 2005 - Present
Goal Financial June 2001 - June 2005
SLCC - Goal Financial 2001 - 2005
Skills
Sales Management, Account Management, New Business Development, Sales, Customer Service, Business Development, Cold Calling, Team Building, Lead Generation, Leadership, Recruiting, Customer Retention, Training, Strategic Planning, Call Centers
Education
University of Colorado Boulder
Academic Loan Group August 2005 - Present
Goal Financial June 2001 - June 2005
SLCC - Goal Financial 2001 - 2005
Skills
Sales Management, Account Management, New Business Development, Sales, Customer Service, Business Development, Cold Calling, Team Building, Lead Generation, Leadership, Recruiting, Customer Retention, Training, Strategic Planning, Call Centers
Education
University of Colorado Boulder
Wendy Hrubovcak, PMP, ITIL v3 Certified's Goal Financial Experience December 2006 - June 2007
Job Seasoned Project Management Professional
Industry Information Technology and Services
Experience
County of San Diego January 2014 - Present
TriTech Software Solutions June 2011 - October 2013
San Diego Data Processing May 2009 - June 2011
Qualcomm, Inc June 2007 - January 2009
Goal Financial December 2006 - June 2007
PlantCML June 2006 - December 2006
MedImpact May 2005 - March 2006
Kforce Technology Staffing May 2005 - February 2006
State of Colorado June 2004 - March 2005
MCI January 2004 - June 2004
Skills
PMP, SDLC, PMO, Cross-functional Team..., Certified Project..., CSM, ITIL v3 Foundations..., Process Improvement, Software Development, Project Portfolio..., Program Management, ITIL, Troubleshooting, Data Center, Requirements Gathering, Project Management, SharePoint, Business Analysis, Quality Assurance, Telecommunications, Enterprise Software, Management, Leadership, Testing, Integration, Software Project..., ERP, Risk Management, Vendor Management
Education
Colorado Technical University 2002 — 2003
Master's Certificate, Project Management
University of Phoenix
Business Management, Bachelor of Science, Business
County of San Diego January 2014 - Present
TriTech Software Solutions June 2011 - October 2013
San Diego Data Processing May 2009 - June 2011
Qualcomm, Inc June 2007 - January 2009
Goal Financial December 2006 - June 2007
PlantCML June 2006 - December 2006
MedImpact May 2005 - March 2006
Kforce Technology Staffing May 2005 - February 2006
State of Colorado June 2004 - March 2005
MCI January 2004 - June 2004
Skills
PMP, SDLC, PMO, Cross-functional Team..., Certified Project..., CSM, ITIL v3 Foundations..., Process Improvement, Software Development, Project Portfolio..., Program Management, ITIL, Troubleshooting, Data Center, Requirements Gathering, Project Management, SharePoint, Business Analysis, Quality Assurance, Telecommunications, Enterprise Software, Management, Leadership, Testing, Integration, Software Project..., ERP, Risk Management, Vendor Management
Education
Colorado Technical University 2002 — 2003
Master's Certificate, Project Management
University of Phoenix
Business Management, Bachelor of Science, Business
Sean Ballardo's Goal Financial Experience March 1998 - February 2008
Job Medical Advisor/Pharmaceutical Sales at Boston Medical Group
Industry Human Resources
Experience
Boston Medical Group February 2013 - Present
Steiner Education Group October 2009 - August 2012
LifeJet International August 2003 - August 2009
Jones International University January 2007 - February 2008
Goal Financial March 1998 - February 2008
United States Marine Corps July 1990 - March 1998
Skills
Process Improvement, Sales, Admissions, Enrollment Management, Team Building, Student Financial Aid, Customer Service, Strategic Planning, Staff Development, Coaching, Higher Education, Public Speaking, Interviews, Recruiting, Human Resources, Time Management, Account Management, Management, Program Management, Leadership
Education
San Diego State University-California State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations, 3.0
Coronado High School
Boston Medical Group February 2013 - Present
Steiner Education Group October 2009 - August 2012
LifeJet International August 2003 - August 2009
Jones International University January 2007 - February 2008
Goal Financial March 1998 - February 2008
United States Marine Corps July 1990 - March 1998
Skills
Process Improvement, Sales, Admissions, Enrollment Management, Team Building, Student Financial Aid, Customer Service, Strategic Planning, Staff Development, Coaching, Higher Education, Public Speaking, Interviews, Recruiting, Human Resources, Time Management, Account Management, Management, Program Management, Leadership
Education
San Diego State University-California State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations, 3.0
Coronado High School
Nha Truong's Goal Financial Experience January 2007 - August 2007
Job Solutions Test Manager at ESET
Industry Computer Software
Experience
ESET North America October 2007 - Present
Goal Financial January 2007 - August 2007
Hands On Mobile March 2006 - September 2006
Compass Learning, Inc January 2003 - March 2006
Skills
Software Quality..., Testing, Quality Assurance, Test Cases, Software Development, Databases, Web Applications, Quality Center, Defect Tracking, Windows, Functional Testing, Networking, Test Planning, Automation, Agile Methodologies, Scrum, Regression Testing, Test Automation, Hardware, User Acceptance Testing, Linux, Cloud Computing, Enterprise Software, Integration Testing, JIRA, Requirements Analysis, SQL, XML, HP Quality Center
Education
San Diego State University-California State University 2002 — 2006
B.A., Public Administration
San Diego Mesa Community College 1999 — 2001
A.S.
ESET North America October 2007 - Present
Goal Financial January 2007 - August 2007
Hands On Mobile March 2006 - September 2006
Compass Learning, Inc January 2003 - March 2006
Skills
Software Quality..., Testing, Quality Assurance, Test Cases, Software Development, Databases, Web Applications, Quality Center, Defect Tracking, Windows, Functional Testing, Networking, Test Planning, Automation, Agile Methodologies, Scrum, Regression Testing, Test Automation, Hardware, User Acceptance Testing, Linux, Cloud Computing, Enterprise Software, Integration Testing, JIRA, Requirements Analysis, SQL, XML, HP Quality Center
Education
San Diego State University-California State University 2002 — 2006
B.A., Public Administration
San Diego Mesa Community College 1999 — 2001
A.S.
Brenda Henry's Goal Financial Experience October 2006 - October 2007
Job IT Specialist
Industry Information Technology and Services
Experience
Service-Now.com September 2011 - Present
Jenny Craig February 2011 - October 2011
ICW Group November 2007 - August 2010
Goal Financial October 2006 - October 2007
SensCom July 2006 - February 2007
Compass Learning October 2004 - April 2006
JC Penney May 1993 - May 2004
JCPenney June 1991 - May 1993
Skills
Testing, Quality Assurance, Software Quality..., Test Planning, Regression Testing, Test Cases, Business Analysis, Agile Project Management, ITIL, Test Strategy, Microsoft Office, Agile Methodologies, SDLC, SharePoint, Visio
Education
Remington College 2002 — 2004
AS, Business Information Systems
Coleman College 1989 — 1990
Certificate, Computer Electronics
Service-Now.com September 2011 - Present
Jenny Craig February 2011 - October 2011
ICW Group November 2007 - August 2010
Goal Financial October 2006 - October 2007
SensCom July 2006 - February 2007
Compass Learning October 2004 - April 2006
JC Penney May 1993 - May 2004
JCPenney June 1991 - May 1993
Skills
Testing, Quality Assurance, Software Quality..., Test Planning, Regression Testing, Test Cases, Business Analysis, Agile Project Management, ITIL, Test Strategy, Microsoft Office, Agile Methodologies, SDLC, SharePoint, Visio
Education
Remington College 2002 — 2004
AS, Business Information Systems
Coleman College 1989 — 1990
Certificate, Computer Electronics
Phillip A. Pylant's Goal Financial Experience March 2003 - February 2006
Job Operations and Facilities Manager at SDAR
Industry Real Estate
Experience
Greater San Diego Association of REALTORS® January 2015 - Present
Ashford University January 2011 - January 2015
SBM Site Services, LLC San Diego August 2007 - March 2009
American Economic Solutions 2009 - 2009
InnovaSystems, Int'l February 2007 - August 2007
Glorietta Bay Inn May 2006 - December 2006
Goal Financial March 2003 - February 2006
Sprint February 2002 - October 2002
Providian Financial March 1994 - January 2002
Providian Financial March 1994 - January 2002
Skills
Training, Management, Leadership, Vendor Management, Sales, CRM, Facilities Management, Program Management, Human Resources, Coaching, Team Leadership, Strategy, Customer Satisfaction, Employee Training, Public Speaking, Budgets, Process Improvement, vendor, P & L Oversight, Profit & Loss Management, Tenant Improvement, Inventory Management, Video Conferencing, Meeting Planning, Space Planning, Shipping & Receiving, Construction, Contract Negotiation, Business Development
Education
Ashford University 2011 — 2014
Bachelor’s Degree, Business Administration: Leadership
California State University-Sacramento 1986 — 1989
College Courses Completed, Business Administration and Management, General
Los Medanos College 1985 — 1986
Business Courses, Business Administration
Pittsburg Senior High
College Prepartory Courses, General Education
Greater San Diego Association of REALTORS® January 2015 - Present
Ashford University January 2011 - January 2015
SBM Site Services, LLC San Diego August 2007 - March 2009
American Economic Solutions 2009 - 2009
InnovaSystems, Int'l February 2007 - August 2007
Glorietta Bay Inn May 2006 - December 2006
Goal Financial March 2003 - February 2006
Sprint February 2002 - October 2002
Providian Financial March 1994 - January 2002
Providian Financial March 1994 - January 2002
Skills
Training, Management, Leadership, Vendor Management, Sales, CRM, Facilities Management, Program Management, Human Resources, Coaching, Team Leadership, Strategy, Customer Satisfaction, Employee Training, Public Speaking, Budgets, Process Improvement, vendor, P & L Oversight, Profit & Loss Management, Tenant Improvement, Inventory Management, Video Conferencing, Meeting Planning, Space Planning, Shipping & Receiving, Construction, Contract Negotiation, Business Development
Education
Ashford University 2011 — 2014
Bachelor’s Degree, Business Administration: Leadership
California State University-Sacramento 1986 — 1989
College Courses Completed, Business Administration and Management, General
Los Medanos College 1985 — 1986
Business Courses, Business Administration
Pittsburg Senior High
College Prepartory Courses, General Education
Inga Shapiro's Goal Financial Experience May 2010 - July 2011
Job Coldwell Solar, Inc.
Industry Renewables & Environment
Experience
UC San Diego August 2013 - March 2014
Sempra Energy January 2013 - June 2013
Sempra Energy April 2012 - January 2013
Goal Financial May 2010 - July 2011
Student Loan Xpress, a CIT Company April 2005 - July 2008
Skills
Relationship Management, Account Management, Process Improvement, Strategic Planning, Team Building, Customer Service, Project Management, Operations Management, Corporate Social..., Triple Bottom Line, Systems Thinking, Marketing Strategy, Business Planning, Sales, Business Development, Training, Leadership, Sales Management, Salesforce.com, Market Research, Management, New Business Development, CRM, Marketing, PowerPoint, Customer Satisfaction, Software Documentation, Time Management, Analysis, Business Analysis, Sustainability..., Program Management, Strategy, Risk Management, Leadership Development, Organizational..., Business Strategy, Budgets, Cross-functional Team...
Education
Alliant International University-San Diego Scripps Ranch
BA, International Business, minor in Marketing
Saint Louis University - Madrid, Spain
Study Abroad Program
Alliant International University-San Diego Scripps Ranch
Sustainability
UC San Diego August 2013 - March 2014
Sempra Energy January 2013 - June 2013
Sempra Energy April 2012 - January 2013
Goal Financial May 2010 - July 2011
Student Loan Xpress, a CIT Company April 2005 - July 2008
Skills
Relationship Management, Account Management, Process Improvement, Strategic Planning, Team Building, Customer Service, Project Management, Operations Management, Corporate Social..., Triple Bottom Line, Systems Thinking, Marketing Strategy, Business Planning, Sales, Business Development, Training, Leadership, Sales Management, Salesforce.com, Market Research, Management, New Business Development, CRM, Marketing, PowerPoint, Customer Satisfaction, Software Documentation, Time Management, Analysis, Business Analysis, Sustainability..., Program Management, Strategy, Risk Management, Leadership Development, Organizational..., Business Strategy, Budgets, Cross-functional Team...
Education
Alliant International University-San Diego Scripps Ranch
BA, International Business, minor in Marketing
Saint Louis University - Madrid, Spain
Study Abroad Program
Alliant International University-San Diego Scripps Ranch
Sustainability
Cheryl Gsell's Goal Financial Experience March 2003 - June 2006
Job Owner/Pilates Instructor at Pilates by Cheryl
Industry Financial Services
Experience
Pilates by Cheryl August 2010 - Present
Matrix Direct October 2007 - September 2010
College Finance Group December 2006 - December 2007
Goal Financial March 2003 - June 2006
Goal Financial, Student Loan Consolidation Center 2003 - 2006
Education
Pennsylvania State University 1994 — 1998
Pilates by Cheryl August 2010 - Present
Matrix Direct October 2007 - September 2010
College Finance Group December 2006 - December 2007
Goal Financial March 2003 - June 2006
Goal Financial, Student Loan Consolidation Center 2003 - 2006
Education
Pennsylvania State University 1994 — 1998
Tyler Benowitz's Goal Financial Experience March 2003 - November 2007
Job Director, Operations
Industry Management Consulting
Experience
Ashford University March 2013 - January 2015
ALX Global LLC March 2010 - October 2011
CoreLogic Credco June 2009 - October 2009
AMN Healthcare December 2008 - March 2009
AMN Healthcare November 2007 - December 2008
Goal Financial March 2003 - November 2007
Pacific Waste Services April 2002 - March 2003
Fisi-Madison February 2001 - November 2001
John H. Harland October 1999 - February 2001
Principal Financial Group November 1996 - October 1999
Skills
Cross-functional Team..., Account Management, Sales Operations, Customer Service, Sales Management, Workforce Management, Process Improvement, Team Building, Customer Retention, Coaching, New Business Development, Strategic Planning, Negotiation, Team Leadership, Forecasting, Contract Negotiation, Problem Solving, Business Strategy, Sales Process, Program Management, Vendor Management, Operations Management, Call Center, Product Management, Product Development, Strategic Partnerships, Mentoring, Project Planning, Customer Relations, Consultative Selling, Contract Negotiations, Vendor Relations, Hiring, Performance Management, B2B, Business Planning, Direct Sales, Employee Relations, Key Account Management, Team Management, Customer Satisfaction, Strategy Development, Change Management, E-commerce, Planning, Business Management, RFP, Contract Management, Budget Management, P&L
Education
University of Oregon 1990 — 1995
Bachelor’s Degree, Pschology, Minor in Business
Olympus High School 1987 — 1990
High School Diploma
Ashford University March 2013 - January 2015
ALX Global LLC March 2010 - October 2011
CoreLogic Credco June 2009 - October 2009
AMN Healthcare December 2008 - March 2009
AMN Healthcare November 2007 - December 2008
Goal Financial March 2003 - November 2007
Pacific Waste Services April 2002 - March 2003
Fisi-Madison February 2001 - November 2001
John H. Harland October 1999 - February 2001
Principal Financial Group November 1996 - October 1999
Skills
Cross-functional Team..., Account Management, Sales Operations, Customer Service, Sales Management, Workforce Management, Process Improvement, Team Building, Customer Retention, Coaching, New Business Development, Strategic Planning, Negotiation, Team Leadership, Forecasting, Contract Negotiation, Problem Solving, Business Strategy, Sales Process, Program Management, Vendor Management, Operations Management, Call Center, Product Management, Product Development, Strategic Partnerships, Mentoring, Project Planning, Customer Relations, Consultative Selling, Contract Negotiations, Vendor Relations, Hiring, Performance Management, B2B, Business Planning, Direct Sales, Employee Relations, Key Account Management, Team Management, Customer Satisfaction, Strategy Development, Change Management, E-commerce, Planning, Business Management, RFP, Contract Management, Budget Management, P&L
Education
University of Oregon 1990 — 1995
Bachelor’s Degree, Pschology, Minor in Business
Olympus High School 1987 — 1990
High School Diploma
Lance Neumeyer's Goal Financial Experience April 2002 - October 2007
Job Sales/Sales Management
Industry Financial Services
Experience
All American Football League October 2007 - February 2008
Goal Financial April 2002 - October 2007
SLCC 2002 - 2007
NextStudent November 2000 - March 2002
Educational Finance Group 1998 - September 2001
Skills
Call Center, Sales Management, Salesforce.com, Outsourcing, Account Management, Customer Retention, Sales Operations, New Business Development, Training, Selling, Lead Generation, Call Centers
Education
Bennington High School 1985 — 1989
University of Nebraska-Lincoln
All American Football League October 2007 - February 2008
Goal Financial April 2002 - October 2007
SLCC 2002 - 2007
NextStudent November 2000 - March 2002
Educational Finance Group 1998 - September 2001
Skills
Call Center, Sales Management, Salesforce.com, Outsourcing, Account Management, Customer Retention, Sales Operations, New Business Development, Training, Selling, Lead Generation, Call Centers
Education
Bennington High School 1985 — 1989
University of Nebraska-Lincoln
Holly Torrez's Goal Financial Experience
Job Manager, Servicer Relations at GOAL FINANCIAL
Industry Financial Services
Experience
GOAL FINANCIAL
Skills
Customer Service, Customer Retention, Call Center, Call Centers
Education
Temple University
GOAL FINANCIAL
Skills
Customer Service, Customer Retention, Call Center, Call Centers
Education
Temple University
Beau Towers's Goal Financial Experience January 2006 - October 2007
Job Account Executive at DTI
Industry Legal Services
Experience
DTI LLC May 2008 - Present
Goal Financial January 2006 - October 2007
Skills
Consultative Selling, Solution Selling, Account Management, New Business Development, Selling, Litigation Support, Customer Service, Computer Forensics, Legal Assistance, Trials, Litigation, Consulting, Document Management, Document Review, ESI, Salesforce.com, Contract Negotiation
Education
San Diego State University-California State University 1998 — 2004
Bachelor of Business Administration (BBA), Finance, General
DTI LLC May 2008 - Present
Goal Financial January 2006 - October 2007
Skills
Consultative Selling, Solution Selling, Account Management, New Business Development, Selling, Litigation Support, Customer Service, Computer Forensics, Legal Assistance, Trials, Litigation, Consulting, Document Management, Document Review, ESI, Salesforce.com, Contract Negotiation
Education
San Diego State University-California State University 1998 — 2004
Bachelor of Business Administration (BBA), Finance, General
Erwin Alberto's Goal Financial Experience May 2006 - July 2007
Job Senior Director of Engineering at Schoolzilla
Industry Education Management
Experience
Schoolzilla August 2015 - Present
Schoolzilla September 2014 - August 2015
Unigo Group February 2013 - August 2014
ScholarshipExperts.com January 2001 - August 2014
WiseChoice Brands, LLC May 2010 - January 2013
WiseChoice Brands, LLC July 2007 - May 2010
Goal Financial May 2006 - July 2007
Bank of America January 2001 - December 2005
SkyMall.com August 2000 - January 2001
Oakscape January 2000 - January 2001
Skills
J2EE, Web Development, LAMP, MySQL, Start-ups, Agile Methodology, Scrum, Software, Software Design, Software Development, Web 2.0, Java Enterprise Edition, Agile Methodologies, Amazon Web Services..., Subversion, Spring, CodeIgniter, Continuous Integration, Java, SQL, Cloud Computing, SOA, IT Strategy, Enterprise Architecture, Solution Architecture, SDLC, Software Engineering, Web Applications, Apache, Business Analysis, User Experience, jQuery, AJAX, Technology Leadership, Grails, MyBatis, Groovy, Atlassian JIRA, Jenkins, Software Project..., JavaScript, MVC, HTML 5, Management, Leadership, Databases, Strategy, Testing, JIRA, Web Design
Education
University of Florida 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.81 GPA
University of North Florida 1992 — 1995
BS, Computer Science, 3.62 GPA
Schoolzilla August 2015 - Present
Schoolzilla September 2014 - August 2015
Unigo Group February 2013 - August 2014
ScholarshipExperts.com January 2001 - August 2014
WiseChoice Brands, LLC May 2010 - January 2013
WiseChoice Brands, LLC July 2007 - May 2010
Goal Financial May 2006 - July 2007
Bank of America January 2001 - December 2005
SkyMall.com August 2000 - January 2001
Oakscape January 2000 - January 2001
Skills
J2EE, Web Development, LAMP, MySQL, Start-ups, Agile Methodology, Scrum, Software, Software Design, Software Development, Web 2.0, Java Enterprise Edition, Agile Methodologies, Amazon Web Services..., Subversion, Spring, CodeIgniter, Continuous Integration, Java, SQL, Cloud Computing, SOA, IT Strategy, Enterprise Architecture, Solution Architecture, SDLC, Software Engineering, Web Applications, Apache, Business Analysis, User Experience, jQuery, AJAX, Technology Leadership, Grails, MyBatis, Groovy, Atlassian JIRA, Jenkins, Software Project..., JavaScript, MVC, HTML 5, Management, Leadership, Databases, Strategy, Testing, JIRA, Web Design
Education
University of Florida 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.81 GPA
University of North Florida 1992 — 1995
BS, Computer Science, 3.62 GPA
Jennifer Bauske's Goal Financial Experience November 2003 - October 2007
Job Sr. Student Finance Advisor at United Education InstituteSan Marcos
Industry Financial Services
Experience
United Education Institute-San Marcos May 2013 - Present
UEI College December 2009 - August 2012
Farmers Insurance August 2008 - December 2009
Goal Financial November 2003 - October 2007
Skills
Legal Writing, Human Resources, Sales, Mediation, Leadership, Management, Courts, Enrollment Management, Research, Public Speaking, Teaching, Resume Writing, PowerPoint, Customer Service, Student Financial Aid, Student Affairs, Loans, Training, Admissions, Staff Development, Trials, Higher Education, Student Recruiting, CampusVue, Career Counseling
Education
Financial Aid
San Diego Mesa College
Currently working on my Bachelor's in Business Management
United Education Institute-San Marcos May 2013 - Present
UEI College December 2009 - August 2012
Farmers Insurance August 2008 - December 2009
Goal Financial November 2003 - October 2007
Skills
Legal Writing, Human Resources, Sales, Mediation, Leadership, Management, Courts, Enrollment Management, Research, Public Speaking, Teaching, Resume Writing, PowerPoint, Customer Service, Student Financial Aid, Student Affairs, Loans, Training, Admissions, Staff Development, Trials, Higher Education, Student Recruiting, CampusVue, Career Counseling
Education
Financial Aid
San Diego Mesa College
Currently working on my Bachelor's in Business Management
Jennifer Romine's Goal Financial Experience February 2006 - December 2007
Job Sr. Sales Manager at ACTIVE Network
Industry Computer Software
Experience
ACTIVE Network October 2014 - Present
ACTIVE Network April 2014 - Present
ACTIVE Network April 2012 - March 2014
ACTIVE Network January 2010 - March 2012
ACTIVE Network January 2008 - December 2009
Goal Financial February 2006 - December 2007
ADP July 2005 - January 2006
Skills
Salesforce.com, Account Management, Sales Process, CRM, Call Centers, Management, SaaS, Sales, Solution Selling, Strategic Partnerships, Sales Operations, Sales Management, Customer Retention, Team Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, AgriBusiness - Finance
ACTIVE Network October 2014 - Present
ACTIVE Network April 2014 - Present
ACTIVE Network April 2012 - March 2014
ACTIVE Network January 2010 - March 2012
ACTIVE Network January 2008 - December 2009
Goal Financial February 2006 - December 2007
ADP July 2005 - January 2006
Skills
Salesforce.com, Account Management, Sales Process, CRM, Call Centers, Management, SaaS, Sales, Solution Selling, Strategic Partnerships, Sales Operations, Sales Management, Customer Retention, Team Management, Leadership
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, AgriBusiness - Finance
Jen Lamberth's Goal Financial Experience 2007 - 2007
Job Testing Coordinator, Administrative Assistant at ICA
Industry Education Management
Experience
ICA May 2014 - Present
Essential Wellness 2003 - 2012
L-3 Communications April 2006 - January 2007
Goal Financial 2007 - 2007
Invitrogen 2005 - 2006
Skills
Coaching, Life Coaching, Entrepreneurship, Management Consulting, Personal Development, ICT, New Business Development, Business Development, Customer Service..., Customer-focused Service, Top-notch Customer..., Diabetes Care, Diabetes Management, Type 1 Diabetes, Type 2 Diabetes, Marketing, Consumerism, Creative Services, Customer Profitability, Customer Conversion, Following Up, HRIS, HRIS Database Management, Performance Reviews, Salary Review, 360 Assessments, 360 Feedback, Ideal Client/Customer...
Education
University of the Rockies 2010 — 2012
Master's Degree, Psychology of Health and Wellness
San Diego State University-California State University 2003 — 2005
BA, Industrial and Organizational Psychology
San Diego Mesa College 1999 — 2003
Associate of Arts (AA), Psychology
ICA May 2014 - Present
Essential Wellness 2003 - 2012
L-3 Communications April 2006 - January 2007
Goal Financial 2007 - 2007
Invitrogen 2005 - 2006
Skills
Coaching, Life Coaching, Entrepreneurship, Management Consulting, Personal Development, ICT, New Business Development, Business Development, Customer Service..., Customer-focused Service, Top-notch Customer..., Diabetes Care, Diabetes Management, Type 1 Diabetes, Type 2 Diabetes, Marketing, Consumerism, Creative Services, Customer Profitability, Customer Conversion, Following Up, HRIS, HRIS Database Management, Performance Reviews, Salary Review, 360 Assessments, 360 Feedback, Ideal Client/Customer...
Education
University of the Rockies 2010 — 2012
Master's Degree, Psychology of Health and Wellness
San Diego State University-California State University 2003 — 2005
BA, Industrial and Organizational Psychology
San Diego Mesa College 1999 — 2003
Associate of Arts (AA), Psychology
Matthew Ketchum, CIPP's Goal Financial Experience May 2006 - November 2007
Job Compliance Officer III, AVP
Industry Banking
Experience
Zions Bancorporation March 2013 - Present
Zions Bancorporation January 2012 - March 2013
Zions Bancorporation December 2007 - December 2011
Goal Financial May 2006 - November 2007
Rivals.com June 2004 - February 2007
Goal Financial February 2005 - May 2006
Hair Force January 2002 - May 2004
Nordstrom May 2001 - August 2001
The Sports Authority June 1996 - August 1999
Sport Mart January 1994 - December 1996
Skills
Banking, Financial Risk, Leadership, Loans, Management, Recruiting, Risk Assessment, Risk Management, Team Building, Training, Vendor Management
Education
California Western School of Law 1999 — 2002
Juris Doctorate, Law
California Western School of Law 1999 — 2002
Doctor of Law (J.D.)
San Diego State University-California State University 1993 — 1999
Bachelors, Psychology
Zions Bancorporation March 2013 - Present
Zions Bancorporation January 2012 - March 2013
Zions Bancorporation December 2007 - December 2011
Goal Financial May 2006 - November 2007
Rivals.com June 2004 - February 2007
Goal Financial February 2005 - May 2006
Hair Force January 2002 - May 2004
Nordstrom May 2001 - August 2001
The Sports Authority June 1996 - August 1999
Sport Mart January 1994 - December 1996
Skills
Banking, Financial Risk, Leadership, Loans, Management, Recruiting, Risk Assessment, Risk Management, Team Building, Training, Vendor Management
Education
California Western School of Law 1999 — 2002
Juris Doctorate, Law
California Western School of Law 1999 — 2002
Doctor of Law (J.D.)
San Diego State University-California State University 1993 — 1999
Bachelors, Psychology
Adam Rainier's Goal Financial Experience June 2005 - December 2007
Job Service Center Associate at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services February 2008 - Present
Goal Financial June 2005 - December 2007
Skills
Finance, Training, Loans, Credit, Data Entry, Customer Service, Underwriting, Conflict Resolution, Databases, Series 7, Mutual Funds, Series 66
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
LPL Financial Services February 2008 - Present
Goal Financial June 2005 - December 2007
Skills
Finance, Training, Loans, Credit, Data Entry, Customer Service, Underwriting, Conflict Resolution, Databases, Series 7, Mutual Funds, Series 66
Education
Appalachian State University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Lucy Xing's Goal Financial Experience June 2005 - November 2007
Job Sr Software Engineer at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group May 2015 - Present
EA Health December 2007 - April 2015
Goal Financial June 2005 - November 2007
Intelligent Health Systems March 2002 - June 2005
Reliant General Insurance September 2000 - March 2002
Eye Communication Systems September 1999 - September 2000
Skills
Software Development, Business Intelligence, Agile Methodologies, Microsoft SQL Server, SDLC, .NET, SQL, SOA, C#, Scrum
Education
Marquette University 1997 — 1999
Master, Computer Science
UnitedHealth Group May 2015 - Present
EA Health December 2007 - April 2015
Goal Financial June 2005 - November 2007
Intelligent Health Systems March 2002 - June 2005
Reliant General Insurance September 2000 - March 2002
Eye Communication Systems September 1999 - September 2000
Skills
Software Development, Business Intelligence, Agile Methodologies, Microsoft SQL Server, SDLC, .NET, SQL, SOA, C#, Scrum
Education
Marquette University 1997 — 1999
Master, Computer Science
Edgar Gallardo's Goal Financial Experience June 2006 - March 2008
Job Environmental Services Director
Industry Facilities Services
Experience
Kisco Senior Living April 2015 - Present
Brookdale Cherry Hills September 2014 - May 2015
Oakmont Senior Living January 2013 - October 2014
Kisco Senior Living May 2008 - January 2013
Goal Financial June 2006 - March 2008
Aerotek at Panasonic 2002 - 2006
Skills
Training, Management, Employee Relations, Team Building, Process Improvement, Coaching, Performance Management, Leadership, Recruiting, Leadership Development, Operations Management, Budgets, Contract Negotiation, Vendor Management, Facilities Management, Customer Service, Business Development, Project Management, Team Leadership, Human Resources, Strategic Planning, Negotiation, Project Planning
Education
University of Phoenix 2014 — 2016
Bachelor of Science in Business Management
Southwestern College 1997 — 2001
Engineering
Kisco Senior Living April 2015 - Present
Brookdale Cherry Hills September 2014 - May 2015
Oakmont Senior Living January 2013 - October 2014
Kisco Senior Living May 2008 - January 2013
Goal Financial June 2006 - March 2008
Aerotek at Panasonic 2002 - 2006
Skills
Training, Management, Employee Relations, Team Building, Process Improvement, Coaching, Performance Management, Leadership, Recruiting, Leadership Development, Operations Management, Budgets, Contract Negotiation, Vendor Management, Facilities Management, Customer Service, Business Development, Project Management, Team Leadership, Human Resources, Strategic Planning, Negotiation, Project Planning
Education
University of Phoenix 2014 — 2016
Bachelor of Science in Business Management
Southwestern College 1997 — 2001
Engineering
Mark Gunter's Goal Financial Experience February 2004 - May 2010
Job Consultant
Industry Management Consulting
Experience
Independent Consultant January 2012 - Present
Quanex Building Products Corporation May 2010 - August 2011
Goal Financial February 2004 - May 2010
Capital One February 2000 - December 2003
Radiologix February 1997 - February 2000
Skills
Financial Modeling, Financial Analysis, Risk Management, Valuation, Forecasting, Process Improvement, Capital Markets, Securities, Structured Finance, Finance, Treasury Management, Hedging, Financial Reporting, Business Intelligence
Education
Texas A&M University - Mays Business School 1992 — 1994
Bachelor of Business Administration, Finance
Independent Consultant January 2012 - Present
Quanex Building Products Corporation May 2010 - August 2011
Goal Financial February 2004 - May 2010
Capital One February 2000 - December 2003
Radiologix February 1997 - February 2000
Skills
Financial Modeling, Financial Analysis, Risk Management, Valuation, Forecasting, Process Improvement, Capital Markets, Securities, Structured Finance, Finance, Treasury Management, Hedging, Financial Reporting, Business Intelligence
Education
Texas A&M University - Mays Business School 1992 — 1994
Bachelor of Business Administration, Finance
Lynn Jazmin's Goal Financial Experience March 2006 - December 2007
Job Senior Product Manager at Sharecare, Inc.
Industry Computer Software
Experience
Sharecare, Inc. April 2014 - Present
Active Network May 2008 - March 2014
National Lending Associates January 2008 - May 2008
Goal Financial March 2006 - December 2007
Wireless Facilities October 2005 - March 2006
Student Loan Xpress June 2003 - October 2005
Morgan Stanley June 2001 - June 2003
Skills
Agile Development, Rapid Prototyping, Product Management, Agile Methodologies, Business Analysis, Agile Project Management, SaaS, Scrum, Process Improvement, SDLC, Requirements Gathering, Software Development, Software Project..., Requirements Analysis, Analytics, Business Intelligence, Enterprise Software, Cross-functional Team..., Integration, Salesforce.com
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
MBA, Business Admin
San Diego State University-California State University 1997 — 2001
BS, Finance
Sharecare, Inc. April 2014 - Present
Active Network May 2008 - March 2014
National Lending Associates January 2008 - May 2008
Goal Financial March 2006 - December 2007
Wireless Facilities October 2005 - March 2006
Student Loan Xpress June 2003 - October 2005
Morgan Stanley June 2001 - June 2003
Skills
Agile Development, Rapid Prototyping, Product Management, Agile Methodologies, Business Analysis, Agile Project Management, SaaS, Scrum, Process Improvement, SDLC, Requirements Gathering, Software Development, Software Project..., Requirements Analysis, Analytics, Business Intelligence, Enterprise Software, Cross-functional Team..., Integration, Salesforce.com
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
MBA, Business Admin
San Diego State University-California State University 1997 — 2001
BS, Finance
Matt Herr's Goal Financial Experience June 2005 - July 2008
Job Advisor, FP&A at CareFusion
Industry Medical Devices
Experience
CareFusion April 2014 - Present
Websense January 2010 - April 2014
LPL Financial July 2008 - December 2009
Goal Financial June 2005 - July 2008
Chakarian and Associates December 2004 - June 2005
Riverplace Capital Management April 2003 - December 2004
Education
San Diego State University-California State University 1998 — 2002
BS, Finance
CareFusion April 2014 - Present
Websense January 2010 - April 2014
LPL Financial July 2008 - December 2009
Goal Financial June 2005 - July 2008
Chakarian and Associates December 2004 - June 2005
Riverplace Capital Management April 2003 - December 2004
Education
San Diego State University-California State University 1998 — 2002
BS, Finance
Linda Cuny-Smith's Goal Financial Experience September 2007 - September 2008
Job Senior Counsel, Corporate Law
Industry Legal Services
Experience
Sempra Energy September 2008 - Present
Goal Financial September 2007 - September 2008
Cuny-Smith Law Group, PC August 2003 - September 2007
Pillsbury Winthrop Shaw Pittman April 2001 - August 2003
Wilson Sonsini Goodrich and Rosati September 1996 - April 2001
Education
University of California, Davis - School of Law 1993 — 1996
Sempra Energy September 2008 - Present
Goal Financial September 2007 - September 2008
Cuny-Smith Law Group, PC August 2003 - September 2007
Pillsbury Winthrop Shaw Pittman April 2001 - August 2003
Wilson Sonsini Goodrich and Rosati September 1996 - April 2001
Education
University of California, Davis - School of Law 1993 — 1996
R.J. Coleman's Goal Financial Experience July 2005 - November 2007
Job Sales Representative at Lincare Holdings, Inc
Industry Medical Devices
Experience
Lincare Holdings, Inc March 2013 - Present
24 Hour Fitness January 2011 - December 2012
24 Hour Fitness May 2008 - December 2010
24 Hour Fitness January 2008 - April 2008
Goal Financial July 2005 - November 2007
Home Loan Investment Bank June 2004 - June 2005
Skills
Personal Training, Managing Associates, Creative Coaching, Budget Setting, Budget Proposals, Calendar Planning, Financial Structuring, Interest Calculation, Student Financial Aid, Exercise Instruction, Exercise Design, Corrective Exercise, Nutrition Education, Debt Consolidation, Nutrition, Wellness Coaching, Fitness Training, Fitness, Strength Training, Sales, Athletics
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), Economic Theory, 3.49
Lincare Holdings, Inc March 2013 - Present
24 Hour Fitness January 2011 - December 2012
24 Hour Fitness May 2008 - December 2010
24 Hour Fitness January 2008 - April 2008
Goal Financial July 2005 - November 2007
Home Loan Investment Bank June 2004 - June 2005
Skills
Personal Training, Managing Associates, Creative Coaching, Budget Setting, Budget Proposals, Calendar Planning, Financial Structuring, Interest Calculation, Student Financial Aid, Exercise Instruction, Exercise Design, Corrective Exercise, Nutrition Education, Debt Consolidation, Nutrition, Wellness Coaching, Fitness Training, Fitness, Strength Training, Sales, Athletics
Education
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), Economic Theory, 3.49
Shaun Cobb's Goal Financial Experience 2006 - 2007
Job Software Developer
Industry Computer Software
Experience
San Diego Superior Court April 2011 - Present
Self April 2011 - Present
Shelburne Sherr Court Reporters & Videography 2010 - 2012
Discovery and Trial April 2008 - April 2011
Goal Financial 2006 - 2007
Skills
Visio, SQL, Business Analysis, Software Documentation, Business Intelligence, System Administration, Systems Analysis, Integration, Requirements Analysis, Software Development, Visual Basic, Windows Server, Access, Microsoft Office, Active Directory, SDLC, Data Analysis, Java, HTML, NetBeans, Programming, Certified Project..., Oracle, Troubleshooting, Vendor Management, Process Improvement, Project Management, Team Leadership, Budgets, CSS, JSF, Business Process..., Problem Solving, Windows XP Pro, Windows 7, C#, XAML, .NET, VMware, Microsoft SQL Server, Cloud Computing, Visual Studio, Web Services
Education
National University 2013 — 2014
Master's Degree, Computer Science with Specialization in Software Engineering, 3.94
National University 2009 — 2011
Bachelor's Degree, Information Systems, 3.51
Mar Vista 1998 — 2002
High School
San Diego Superior Court April 2011 - Present
Self April 2011 - Present
Shelburne Sherr Court Reporters & Videography 2010 - 2012
Discovery and Trial April 2008 - April 2011
Goal Financial 2006 - 2007
Skills
Visio, SQL, Business Analysis, Software Documentation, Business Intelligence, System Administration, Systems Analysis, Integration, Requirements Analysis, Software Development, Visual Basic, Windows Server, Access, Microsoft Office, Active Directory, SDLC, Data Analysis, Java, HTML, NetBeans, Programming, Certified Project..., Oracle, Troubleshooting, Vendor Management, Process Improvement, Project Management, Team Leadership, Budgets, CSS, JSF, Business Process..., Problem Solving, Windows XP Pro, Windows 7, C#, XAML, .NET, VMware, Microsoft SQL Server, Cloud Computing, Visual Studio, Web Services
Education
National University 2013 — 2014
Master's Degree, Computer Science with Specialization in Software Engineering, 3.94
National University 2009 — 2011
Bachelor's Degree, Information Systems, 3.51
Mar Vista 1998 — 2002
High School
Allan Galvez's Goal Financial Experience February 2003 - April 2007
Job Senior Rate Analyst
Industry Utilities
Experience
Smith Barney July 2007 - September 2007
Goal Financial February 2003 - April 2007
Education
University of California, San Diego
Smith Barney July 2007 - September 2007
Goal Financial February 2003 - April 2007
Education
University of California, San Diego
Ryan Katz's Goal Financial Experience 2001 - 2010
Job Founding General Partner at Route 66 Ventures
Industry Venture Capital & Private Equity
Experience
The American Home 2012 - Present
Route 66 Ventures, LLC 2011 - Present
Goal Structured Solutions (GS2) 2010 - Present
CoverHound, Inc. 2015 - 2015
Goal Financial 2001 - 2010
Student Loan Consolidation Center March 1996 - October 1999
Education
University of Georgia - Terry College of Business
The American Home 2012 - Present
Route 66 Ventures, LLC 2011 - Present
Goal Structured Solutions (GS2) 2010 - Present
CoverHound, Inc. 2015 - 2015
Goal Financial 2001 - 2010
Student Loan Consolidation Center March 1996 - October 1999
Education
University of Georgia - Terry College of Business
Vlad Pilipets's Goal Financial Experience March 2006 - February 2008
Job Sr. Software Architect at Certona Corporation
Industry Information Technology and Services
Experience
Certona Corporation January 2009 - Present
Learning Evolution February 2008 - December 2008
Goal Financial March 2006 - February 2008
Skills
Microsoft SQL Server, .NET, C#, HTML, Software Development, Subversion, SQL, AJAX, SharePoint, Visio, Business Intelligence, Databases, SSIS, JavaScript, SSRS
Education
Kyiv Engineering Technical Institute 1985 — 1989
BS, Electronics
Certona Corporation January 2009 - Present
Learning Evolution February 2008 - December 2008
Goal Financial March 2006 - February 2008
Skills
Microsoft SQL Server, .NET, C#, HTML, Software Development, Subversion, SQL, AJAX, SharePoint, Visio, Business Intelligence, Databases, SSIS, JavaScript, SSRS
Education
Kyiv Engineering Technical Institute 1985 — 1989
BS, Electronics
Shawn Budd's Goal Financial Experience 2005 - 2007
Job Realtor at Berkshire Hathaway HomeServices California Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties May 2015 - Present
My Lineage, Inc. September 2008 - January 2012
WFB July 2007 - July 2008
Goal Financial 2005 - 2007
Skills
Sales Operations, Training, CRM, Commercial Lending, Management, Credit, Sales, Loans, Small Business Lending, Banking, Team Building, Finance, Strategic Planning, Social Media Marketing, Cold Calling, Marketing, Negotiation, Process Improvement, Solution Selling, Sales Process, Operations Management, B2B, Customer Satisfaction, New Business Development, Business Planning, Lead Generation, Budgets, Business Strategy, Customer Retention, Selling, Building Relationships, Forecasting, Marketing Strategy, Business Development, Salesforce.com, Account Management, Call Centers, Sales Management, Direct Sales, Customer Service, Leadership, Sales Presentations
Education
San Jose State University 1999 — 2001
San Jose Sate University
Berkshire Hathaway HomeServices California Properties May 2015 - Present
My Lineage, Inc. September 2008 - January 2012
WFB July 2007 - July 2008
Goal Financial 2005 - 2007
Skills
Sales Operations, Training, CRM, Commercial Lending, Management, Credit, Sales, Loans, Small Business Lending, Banking, Team Building, Finance, Strategic Planning, Social Media Marketing, Cold Calling, Marketing, Negotiation, Process Improvement, Solution Selling, Sales Process, Operations Management, B2B, Customer Satisfaction, New Business Development, Business Planning, Lead Generation, Budgets, Business Strategy, Customer Retention, Selling, Building Relationships, Forecasting, Marketing Strategy, Business Development, Salesforce.com, Account Management, Call Centers, Sales Management, Direct Sales, Customer Service, Leadership, Sales Presentations
Education
San Jose State University 1999 — 2001
San Jose Sate University
Javi Allen's Goal Financial Experience February 2005 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
LPL February 2014 - Present
LPL October 2009 - February 2014
American Economic Solutions February 2008 - November 2009
Goal Financial February 2005 - October 2007
Puget Sound Lending December 2003 - December 2004
Skills
Leadership, Call Center, Sales, Training, Credit, Customer Service, Financial Services, Customer Retention, Finance, Investments
Education
Western Washington University 2000 — 2003
B.A., Communications
Universitat d'Alacant 2001 — 2002
Spanish
LPL February 2014 - Present
LPL October 2009 - February 2014
American Economic Solutions February 2008 - November 2009
Goal Financial February 2005 - October 2007
Puget Sound Lending December 2003 - December 2004
Skills
Leadership, Call Center, Sales, Training, Credit, Customer Service, Financial Services, Customer Retention, Finance, Investments
Education
Western Washington University 2000 — 2003
B.A., Communications
Universitat d'Alacant 2001 — 2002
Spanish
Chisom Egbuonye's Goal Financial Experience June 2005 - February 2007
Job Drilling and Completions RCFA/TAT at Shell
Industry Oil & Energy
Experience
Shell October 2014 - Present
Baker Hughes May 2014 - October 2014
Baker Hughes August 2012 - October 2014
Baker Hughes January 2010 - August 2012
Fluor June 2008 - April 2009
Optiswitch Technology April 2007 - October 2007
Goal Financial June 2005 - February 2007
Skills
Engineering, Project Engineering, Project Management, Offshore Drilling, Microsoft Excel, Petroleum, Deepwater, PDC Drill Bits, Drilling Hydrualics, WellCAD, Directional Drilling, AutoCAD, Drill Bit Optimization, Bit/Reamer..., BHA Design and Analysis, Rock Strength Analysis, Well Log Interpretation, Real Time Drilling..., Vibration Mitigation, Torque & Drag, Microsoft Office, Drilling Dynamics, Performance Data..., Hydraulics, Drilling, Petroleum Engineering, Drilling Engineering, Oil, Oilfield, Onshore, Upstream, Formation Evaluation, Energy, Energy Industry
Education
Texas A&M University 2011 — 2013
M.Eng, Petroleum Engineering
University of California, San Diego 2006 — 2009
BSc, Mechanical Engineering
Shell October 2014 - Present
Baker Hughes May 2014 - October 2014
Baker Hughes August 2012 - October 2014
Baker Hughes January 2010 - August 2012
Fluor June 2008 - April 2009
Optiswitch Technology April 2007 - October 2007
Goal Financial June 2005 - February 2007
Skills
Engineering, Project Engineering, Project Management, Offshore Drilling, Microsoft Excel, Petroleum, Deepwater, PDC Drill Bits, Drilling Hydrualics, WellCAD, Directional Drilling, AutoCAD, Drill Bit Optimization, Bit/Reamer..., BHA Design and Analysis, Rock Strength Analysis, Well Log Interpretation, Real Time Drilling..., Vibration Mitigation, Torque & Drag, Microsoft Office, Drilling Dynamics, Performance Data..., Hydraulics, Drilling, Petroleum Engineering, Drilling Engineering, Oil, Oilfield, Onshore, Upstream, Formation Evaluation, Energy, Energy Industry
Education
Texas A&M University 2011 — 2013
M.Eng, Petroleum Engineering
University of California, San Diego 2006 — 2009
BSc, Mechanical Engineering
Dan Rooney's Goal Financial Experience June 2001 - April 2005
Job Chief Operating Officer at Universities.com
Industry Marketing and Advertising
Experience
Universities.com January 2014 - Present
Geary Group July 2011 - January 2014
Revenue Advance January 2008 - January 2011
Ed Loan Funding, Inc. May 2005 - January 2009
Goal Financial June 2001 - April 2005
Skills
Lead Generation, Call Center, Sales Management, Account Management, Sales, Call Centers, Finance, Digital Marketing, Lead Management, Email Marketing, Marketing, Marketing Strategy, Online Advertising, SEO, Salesforce.com, Social Media Marketing, Strategic Planning, Strategic Partnerships
Education
National University 2000 — 2002
MBA
California State University-Sacramento 1994 — 1999
BA, The Art of Business
Matilija Junior High
Universities.com January 2014 - Present
Geary Group July 2011 - January 2014
Revenue Advance January 2008 - January 2011
Ed Loan Funding, Inc. May 2005 - January 2009
Goal Financial June 2001 - April 2005
Skills
Lead Generation, Call Center, Sales Management, Account Management, Sales, Call Centers, Finance, Digital Marketing, Lead Management, Email Marketing, Marketing, Marketing Strategy, Online Advertising, SEO, Salesforce.com, Social Media Marketing, Strategic Planning, Strategic Partnerships
Education
National University 2000 — 2002
MBA
California State University-Sacramento 1994 — 1999
BA, The Art of Business
Matilija Junior High
Katya Slobodyanyuk's Goal Financial Experience 2005 - 2011
Job Loan Product & Portfolio Manager at California Coast Credit Union
Industry Banking
Experience
California Coast Credit Union Loan Product & Portfolio ManagerCalifornia Coast Credit UnionOctober 2015 - Present
California Coast Credit Union March 2011 - September 2015
Goal Financial 2005 - 2011
Skills
Accounting, Financial Reporting, Microsoft Excel, Testing, Customer Service, Acquisition Integration, Banking, Structured Finance, Financial Modeling, Financial Analysis, Credit, Portfolio Management, Corporate Finance, Risk Management, Treasury Management, Finance, Financial Services, Forecasting, Mergers, Process Improvement
Education
University of Illinois at Urbana-Champaign
California Coast Credit Union Loan Product & Portfolio ManagerCalifornia Coast Credit UnionOctober 2015 - Present
California Coast Credit Union March 2011 - September 2015
Goal Financial 2005 - 2011
Skills
Accounting, Financial Reporting, Microsoft Excel, Testing, Customer Service, Acquisition Integration, Banking, Structured Finance, Financial Modeling, Financial Analysis, Credit, Portfolio Management, Corporate Finance, Risk Management, Treasury Management, Finance, Financial Services, Forecasting, Mergers, Process Improvement
Education
University of Illinois at Urbana-Champaign
Darius Drake's Goal Financial Experience March 2005 - June 2006
Job Law Enforcement Professional
Industry Law Enforcement
Experience
Department of Juvenile Justice 2013 - 2014
Alabama Department of Corrections September 2007 - July 2012
Infinity Insurance January 2007 - September 2007
City of Gulfport July 2006 - December 2006
Goal Financial March 2005 - June 2006
Brink’s September 2004 - March 2005
US Navy May 1993 - August 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Unix, Customer Service, Internet, Microsoft Word, Typing
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Law Enforcement Administration
Department of Juvenile Justice 2013 - 2014
Alabama Department of Corrections September 2007 - July 2012
Infinity Insurance January 2007 - September 2007
City of Gulfport July 2006 - December 2006
Goal Financial March 2005 - June 2006
Brink’s September 2004 - March 2005
US Navy May 1993 - August 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Unix, Customer Service, Internet, Microsoft Word, Typing
Education
Ashford University 2010 — 2013
Bachelor of Arts (B.A.), Law Enforcement Administration
Michael Montalvo's Goal Financial Experience June 2006 - June 2007
Job Quality Assurance Manager at SweetLabs, Inc.
Industry Computer Software
Experience
SweetLabs, Inc. September 2015 - Present
Innfinity Systems June 2013 - July 2015
FedEx Office June 2011 - June 2012
Blockbuster June 2008 - September 2011
U.S. Census Bureau February 2010 - September 2010
Goal Financial June 2006 - June 2007
The Insurance Store March 2001 - June 2006
Skills
C#, SQL, Quality Assurance, Testing, Regression Testing, Black Box Testing, Software Engineering, Customer Service, Quality Control, CSS3, HTML5, Manual Testing, Scrum, Automation, White Box Testing, Agile Methodologies, Databases, Programming, Microsoft SQL Server, Microsoft Office, Software Documentation, Software Development, Software Quality..., HTML, Visual Studio, Test Automation, .NET, Requirements Analysis, SDLC
Education
Grossmont College 2014 — 2016
Associate's Degree, Computer Software Engineering, Current GPA: 3.52
Grossmont College
Computer Software Engineering
SweetLabs, Inc. September 2015 - Present
Innfinity Systems June 2013 - July 2015
FedEx Office June 2011 - June 2012
Blockbuster June 2008 - September 2011
U.S. Census Bureau February 2010 - September 2010
Goal Financial June 2006 - June 2007
The Insurance Store March 2001 - June 2006
Skills
C#, SQL, Quality Assurance, Testing, Regression Testing, Black Box Testing, Software Engineering, Customer Service, Quality Control, CSS3, HTML5, Manual Testing, Scrum, Automation, White Box Testing, Agile Methodologies, Databases, Programming, Microsoft SQL Server, Microsoft Office, Software Documentation, Software Development, Software Quality..., HTML, Visual Studio, Test Automation, .NET, Requirements Analysis, SDLC
Education
Grossmont College 2014 — 2016
Associate's Degree, Computer Software Engineering, Current GPA: 3.52
Grossmont College
Computer Software Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY