Goal Financial LLC
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
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Goal Financial LLC Employees
Employee
Years
Job
Industry
Elaine G Blackwell Elaine G Blackwell's Goal Financial LLC Experience 2003 - 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
Matt Gallegly Matt Gallegly's Goal Financial LLC Experience October 2006 - March 2008
Job ForwardThinking Business and Technology Professional | Finding Clarity in Complexity and Delivering Results With Ease
Industry Medical Devices
Experience
Gold Standard Diagnostics January 2012 - Present
UC Davis Graduate School of Management July 2010 - June 2012
Intel Corporation June 2011 - March 2012
SK Foods March 2008 - July 2009
Goal Financial, LLC October 2006 - March 2008
Vanderbilt University Information Technology Services September 2003 - May 2006
Modular Service, Inc July 2001 - September 2003
Skills
Operations Management, Statistical Analysis, Managerial Science, Corporate Finance, Corporate Structure &..., Financial Accounting, Economics, Marketing, Management & Leadership, Communications, Statistics, Project Management, Strategy, Management, Analysis, Training, Financial Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, General Management
Vanderbilt University 2000 — 2004
B.E., Biomedical Engineering
Gold Standard Diagnostics January 2012 - Present
UC Davis Graduate School of Management July 2010 - June 2012
Intel Corporation June 2011 - March 2012
SK Foods March 2008 - July 2009
Goal Financial, LLC October 2006 - March 2008
Vanderbilt University Information Technology Services September 2003 - May 2006
Modular Service, Inc July 2001 - September 2003
Skills
Operations Management, Statistical Analysis, Managerial Science, Corporate Finance, Corporate Structure &..., Financial Accounting, Economics, Marketing, Management & Leadership, Communications, Statistics, Project Management, Strategy, Management, Analysis, Training, Financial Analysis
Education
University of California, Davis - Graduate School of Management 2010 — 2012
MBA, General Management
Vanderbilt University 2000 — 2004
B.E., Biomedical Engineering
James T Vo James T Vo's Goal Financial LLC Experience March 2003 - June 2007
Job Broker and Owner
Industry Real Estate
Experience
Rising Sun Mortgage Realty July 2014 - Present
Adobe Systems October 2009 - January 2014
Omniture April 2008 - November 2009
Vo's Century Realty & Loan January 2000 - December 2008
Goal Financial, LLC March 2003 - June 2007
Skills
IIS, Windows, Business Strategy, Mac OS, Servers, Agile Methodologies, SharePoint, Business Analysis, Training, Active Directory, Networking, Troubleshooting, Leadership, Windows Server, Technical Support, Network Administration, Software Installation, Cisco Technologies, Security, SAN, Operating Systems, Information Technology, Management
Education
National University 2008 — 2010
Masters, Information Systems
National University 2003 — 2005
Bachelors of Science, Information Systems with an emphasis in Database Administration
Rising Sun Mortgage Realty July 2014 - Present
Adobe Systems October 2009 - January 2014
Omniture April 2008 - November 2009
Vo's Century Realty & Loan January 2000 - December 2008
Goal Financial, LLC March 2003 - June 2007
Skills
IIS, Windows, Business Strategy, Mac OS, Servers, Agile Methodologies, SharePoint, Business Analysis, Training, Active Directory, Networking, Troubleshooting, Leadership, Windows Server, Technical Support, Network Administration, Software Installation, Cisco Technologies, Security, SAN, Operating Systems, Information Technology, Management
Education
National University 2008 — 2010
Masters, Information Systems
National University 2003 — 2005
Bachelors of Science, Information Systems with an emphasis in Database Administration
Samantha Lennon's Goal Financial LLC Experience 2005 - 2006
Job SR BUSINESS SYSTEMS ANALYST/ BUSINESS PROCESS ANALYST / BUSINESS INTELLIGENCE ANALYST / IT PROJECT MANAGER.
Industry Information Technology and Services
Experience
Lennon Consulting Group January 2008 - Present
Union Bank December 2012 - February 2014
Sony Computer Entertainment America, LLC 2012 - 2012
SaaSMAX, Inc. 2011 - 2011
San Diego Jewish Academy 2009 - 2010
Goal Financial, LLC 2005 - 2006
Igoe & Company Incorporated June 2001 - June 2004
BBN Technologies January 1998 - December 2000
Internet Business Systems, a subsidiary of Cambridge Technology Group June 1997 - 1998
Regis Publishing Company, Inc September 1996 - June 1997
Skills
Visio, Coaching, Business Analysis, Business Intelligence, Business Process..., Meeting Facilitation, IT Liaison, ITIL Service Management, Data Analysis, Database Development, IT Team Collaboration, IT Consulting, Business Strategy, Business Process..., Start-up Consulting, Change Management, Culture Change, Legal Writing, Legal Compliance, Marketing Communications, Market Research, Social Networking, Software Documentation, Software Project..., Report Writing, Executive Reporting, Agile Project Management, Scrum, SaaS, SDLC, Information Technology, Requirements Gathering, Process Improvement, Project Management, Team Leadership, Vendor Management, Data Warehousing, Business Requirements, Business Process
Education
Brandeis University
Bachelor of Arts
La Jolla High School
Lennon Consulting Group January 2008 - Present
Union Bank December 2012 - February 2014
Sony Computer Entertainment America, LLC 2012 - 2012
SaaSMAX, Inc. 2011 - 2011
San Diego Jewish Academy 2009 - 2010
Goal Financial, LLC 2005 - 2006
Igoe & Company Incorporated June 2001 - June 2004
BBN Technologies January 1998 - December 2000
Internet Business Systems, a subsidiary of Cambridge Technology Group June 1997 - 1998
Regis Publishing Company, Inc September 1996 - June 1997
Skills
Visio, Coaching, Business Analysis, Business Intelligence, Business Process..., Meeting Facilitation, IT Liaison, ITIL Service Management, Data Analysis, Database Development, IT Team Collaboration, IT Consulting, Business Strategy, Business Process..., Start-up Consulting, Change Management, Culture Change, Legal Writing, Legal Compliance, Marketing Communications, Market Research, Social Networking, Software Documentation, Software Project..., Report Writing, Executive Reporting, Agile Project Management, Scrum, SaaS, SDLC, Information Technology, Requirements Gathering, Process Improvement, Project Management, Team Leadership, Vendor Management, Data Warehousing, Business Requirements, Business Process
Education
Brandeis University
Bachelor of Arts
La Jolla High School
Dawn Pickett Leijon Dawn Pickett Leijon's Goal Financial LLC Experience June 2006 - December 2008
Job Chief Chip at Killdeer Valley Cookies LLC
Industry Marketing and Advertising
Experience
Killdeer Valley Cookies LLC November 2013 - Present
GEORGETOWN UNIVERSITY January 2002 - December 2013
CoStar Group November 2010 - July 2012
WISECHOICE BRANDS, LLC January 2009 - May 2010
GOAL FINANCIAL, LLC June 2006 - December 2008
U.S. ARMY RESERVE February 2002 - March 2006
U.S. ARMY July 2000 - July 2001
Kraft Foods January 1998 - July 2000
Kraft Foods September 1994 - January 1998
Skills
Marketing Strategy, Strategic Planning, Integrated Marketing, Analytics, Product Management, Online Advertising, Lead Generation, Marketing Communications, Marketing Research, Cross-functional Team..., Business Strategy, Market Research
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA
Stockholm School of Economics 1993 — 1993
University of Pennsylvania - The Wharton School 1986 — 1990
BS
Killdeer Valley Cookies LLC November 2013 - Present
GEORGETOWN UNIVERSITY January 2002 - December 2013
CoStar Group November 2010 - July 2012
WISECHOICE BRANDS, LLC January 2009 - May 2010
GOAL FINANCIAL, LLC June 2006 - December 2008
U.S. ARMY RESERVE February 2002 - March 2006
U.S. ARMY July 2000 - July 2001
Kraft Foods January 1998 - July 2000
Kraft Foods September 1994 - January 1998
Skills
Marketing Strategy, Strategic Planning, Integrated Marketing, Analytics, Product Management, Online Advertising, Lead Generation, Marketing Communications, Marketing Research, Cross-functional Team..., Business Strategy, Market Research
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA
Stockholm School of Economics 1993 — 1993
University of Pennsylvania - The Wharton School 1986 — 1990
BS
Michael Valencia Michael Valencia's Goal Financial LLC Experience August 2001 - July 2007
Job Inside Sales at Automotive Training Group (ATG)
Industry Marketing and Advertising
Experience
The Automotive Training Group, Inc. San Diego, CA ~ (800) 233-3182 April 2015 - Present
UT San Diego/Community Press April 2013 - November 2014
San Diego Association of Realtors - SDAR January 2012 - March 2013
Great Call, Inc November 2009 - January 2011
The Interchange Brokerage Company 2009 - December 2010
Wall Street Capital Financing, Inc January 2008 - June 2009
Goal Financial, LLC August 2001 - July 2007
EAP (Educational Aides Publishing, Inc) 1994 - 1999
Music Company 1991 - 1994
Skills
Sales Management, Recruiting, Telecommunications, Team Building, Training, Sales, Sales Operations, Management, Selling, Finance, Marketing, Sellers, Small Business, Employee Benefits, Direct Sales, Investment Properties, Customer Service, Banking, Business Development, Leadership, Customer Retention
Education
California State University, Fresno
R-TV
The Automotive Training Group, Inc. San Diego, CA ~ (800) 233-3182 April 2015 - Present
UT San Diego/Community Press April 2013 - November 2014
San Diego Association of Realtors - SDAR January 2012 - March 2013
Great Call, Inc November 2009 - January 2011
The Interchange Brokerage Company 2009 - December 2010
Wall Street Capital Financing, Inc January 2008 - June 2009
Goal Financial, LLC August 2001 - July 2007
EAP (Educational Aides Publishing, Inc) 1994 - 1999
Music Company 1991 - 1994
Skills
Sales Management, Recruiting, Telecommunications, Team Building, Training, Sales, Sales Operations, Management, Selling, Finance, Marketing, Sellers, Small Business, Employee Benefits, Direct Sales, Investment Properties, Customer Service, Banking, Business Development, Leadership, Customer Retention
Education
California State University, Fresno
R-TV
Ken Ammann Ken Ammann's Goal Financial LLC Experience 2006 - 2006
Job
Industry Information Technology and Services
Experience
Planet Technologies October 2013 - Present
Planet Technologies July 2009 - Present
Nexus Innovative Designs November 2005 - November 2009
Solutions Consulting Group November 2005 - January 2007
MHA Group 2006 - 2006
Goal Financial, LLC 2006 - 2006
AMN Healthcare 2006 - 2006
FMT Consultants December 2002 - October 2005
Applications International February 1999 - December 2002
Skills
Microsoft Certified..., PMP, Analysis Services, Enterprise Content..., Microsoft CRM, Microsoft Dynamics, SharePoint, Microsoft SQL Server, Business Intelligence, Integration, Data Warehousing, CRM, IT Management, SOA, .NET, SSRS, E-commerce, Enterprise Architecture, Solution Architecture, Enterprise Software, IT Strategy, Databases, SSIS, ERP, Visio, Customer Service
Education
University of Southern California 1994 — 1996
M.A., Economics
University of Southern California 1989 — 1994
B.A., Economics
University of Southern California 1989 — 1994
B.A., East Asian Area Studies - Japanese Language
Tokyo International University 1992 — 1993
Cert, International Studies
Planet Technologies October 2013 - Present
Planet Technologies July 2009 - Present
Nexus Innovative Designs November 2005 - November 2009
Solutions Consulting Group November 2005 - January 2007
MHA Group 2006 - 2006
Goal Financial, LLC 2006 - 2006
AMN Healthcare 2006 - 2006
FMT Consultants December 2002 - October 2005
Applications International February 1999 - December 2002
Skills
Microsoft Certified..., PMP, Analysis Services, Enterprise Content..., Microsoft CRM, Microsoft Dynamics, SharePoint, Microsoft SQL Server, Business Intelligence, Integration, Data Warehousing, CRM, IT Management, SOA, .NET, SSRS, E-commerce, Enterprise Architecture, Solution Architecture, Enterprise Software, IT Strategy, Databases, SSIS, ERP, Visio, Customer Service
Education
University of Southern California 1994 — 1996
M.A., Economics
University of Southern California 1989 — 1994
B.A., Economics
University of Southern California 1989 — 1994
B.A., East Asian Area Studies - Japanese Language
Tokyo International University 1992 — 1993
Cert, International Studies
Jeff Olden Jeff Olden's Goal Financial LLC Experience 2005 - 2007
Job Finance Manager at Lending Club
Industry Financial Services
Experience
Lending Club September 2014 - Present
Citizens Bank March 2012 - September 2014
Bear Hill Partners 2011 - 2012
Clearpoint Funding, Inc. (fka Virgin Money USA) 2007 - 2011
Goal Financial, LLC 2005 - 2007
Education Lending Group 2005 - 2005
Student Loan Finance Association 2000 - 2004
Washington Mutual Bank 1999 - 2000
Washington Credit Union League & Affiliates 1994 - 1999
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Business Process Design, Risk Management, Strategic Planning, Staff Development, Accounting, Due Diligence, Acquisition Integration, Forecasting, Budgets, Financial Services, Finance, Loan Origination, Credit, Loans, Banking, Portfolio Management, Leadership, Credit Analysis, Mortgage Lending, Analytics, Mergers & Acquisitions, Management
Education
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Central Washington University
Bachelor of Science (BS)
Seattle University
Bachelor of Arts (BA)
Lending Club September 2014 - Present
Citizens Bank March 2012 - September 2014
Bear Hill Partners 2011 - 2012
Clearpoint Funding, Inc. (fka Virgin Money USA) 2007 - 2011
Goal Financial, LLC 2005 - 2007
Education Lending Group 2005 - 2005
Student Loan Finance Association 2000 - 2004
Washington Mutual Bank 1999 - 2000
Washington Credit Union League & Affiliates 1994 - 1999
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Business Process Design, Risk Management, Strategic Planning, Staff Development, Accounting, Due Diligence, Acquisition Integration, Forecasting, Budgets, Financial Services, Finance, Loan Origination, Credit, Loans, Banking, Portfolio Management, Leadership, Credit Analysis, Mortgage Lending, Analytics, Mergers & Acquisitions, Management
Education
University of Massachusetts, Amherst
Master of Business Administration (MBA)
Central Washington University
Bachelor of Science (BS)
Seattle University
Bachelor of Arts (BA)
Xavier Hernandez, PhD Xavier Hernandez, PhD's Goal Financial LLC Experience January 2006 - April 2007
Job Talent Management | Leadership & Organization Development • Certified Executive Coach
Industry Management Consulting
Experience
M E R I D I A N (Meridian Consulting, LLC) 2012 - Present
Center for Creative Leadership October 2006 - Present
Center for Creative Leadership October 2006 - Present
The Bader Group April 2007 - Present
The Achieve Institute January 2011 - Present
Brainard Strategy March 2007 - March 2010
Goal Financial, LLC January 2006 - April 2007
San Diego Youth and Community Services 2007 - 2007
Alvarado Parkway Institute (API-BHS) June 2004 - August 2005
Interfaith Behavioral Health May 2003 - June 2004
Skills
Hispanic Latino..., Executive Coaching, Leadership Development, Organizational..., Talent Management, Talent Assessment, Organizational Design, Organizational Change, Culture Change, Culture Transformation, Survey Design, Survey Development, Employee Surveys, Organizational..., Organizational Behavior, Psychology, Team Building, Cross-functional Team..., Team Leadership, Corporate Culture, Organizational Learning, survey analysis, 360 Feedback, Character Strengths, Strengths-Based..., Exit Surveys, Psychotherapy, Psychometrics, Psychological Assessment, Psychopharmacology, Psychological Testing, Change Management, Cultural Transformation, Survey Research, Employee Engagement, Succession Planning, Leadership, Personality Assessment, Workshop Facilitation, Organizational..., Executive Development, MBTI, Emotional Intelligence, Career Development, Coaching, Performance Management, Career Management, Action Learning, Performance Improvement, Career Counseling
Education
Alliant International University-San Diego Cornerstone Court 2002 — 2009
Ph.D., Dual Clinical and Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2009
Ph.D., Dual Clinical and Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2004
M.S., Dual Clinical and Industrial/Organizational Psychology
California State University-Fullerton 1990 — 1996
BA, Psychology, Human Services
M E R I D I A N (Meridian Consulting, LLC) 2012 - Present
Center for Creative Leadership October 2006 - Present
Center for Creative Leadership October 2006 - Present
The Bader Group April 2007 - Present
The Achieve Institute January 2011 - Present
Brainard Strategy March 2007 - March 2010
Goal Financial, LLC January 2006 - April 2007
San Diego Youth and Community Services 2007 - 2007
Alvarado Parkway Institute (API-BHS) June 2004 - August 2005
Interfaith Behavioral Health May 2003 - June 2004
Skills
Hispanic Latino..., Executive Coaching, Leadership Development, Organizational..., Talent Management, Talent Assessment, Organizational Design, Organizational Change, Culture Change, Culture Transformation, Survey Design, Survey Development, Employee Surveys, Organizational..., Organizational Behavior, Psychology, Team Building, Cross-functional Team..., Team Leadership, Corporate Culture, Organizational Learning, survey analysis, 360 Feedback, Character Strengths, Strengths-Based..., Exit Surveys, Psychotherapy, Psychometrics, Psychological Assessment, Psychopharmacology, Psychological Testing, Change Management, Cultural Transformation, Survey Research, Employee Engagement, Succession Planning, Leadership, Personality Assessment, Workshop Facilitation, Organizational..., Executive Development, MBTI, Emotional Intelligence, Career Development, Coaching, Performance Management, Career Management, Action Learning, Performance Improvement, Career Counseling
Education
Alliant International University-San Diego Cornerstone Court 2002 — 2009
Ph.D., Dual Clinical and Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2009
Ph.D., Dual Clinical and Industrial/Organizational Psychology
Alliant International University-San Diego Scripps Ranch 2002 — 2004
M.S., Dual Clinical and Industrial/Organizational Psychology
California State University-Fullerton 1990 — 1996
BA, Psychology, Human Services
Jeremy Wustner-Brown's Goal Financial LLC Experience June 2003 - December 2007
Job Communications Specialist at GSA
Industry International Affairs
Experience
GSA November 2014 - Present
U.S. Federation of UNESCO Clubs, Centers and Associations October 2013 - August 2014
Kennesaw State University August 2013 - August 2014
United States Peace Corps April 2011 - July 2013
STR Software November 2008 - March 2011
Margaux and Company Imports January 2008 - October 2008
Goal Financial, LLC June 2003 - December 2007
Gateway May 1999 - May 2003
Radio Shack September 1998 - May 1999
Skills
Customer Satisfaction, Training, Staff Development, Account Management, Sales, Sales Management, Public Speaking, Business Development, Coaching, Youth Development, Top-notch Customer..., Project Management, Motivation, Research, Proposal Writing, CRM, Team Building, Leadership Development, Management, Microsoft Office, Fundraising, Social Media, Teaching, Customer Service, Project Planning, Analysis, Event Management, International Relations, Higher Education, Knowledge Management, Entrepreneurship, Program Management, Grants, Negotiation, Event Planning, Nonprofits, Leadership, International..., Community Outreach, Teamwork, Program Development, Team Leadership, Public Relations, Organizational..., PowerPoint, Intercultural..., Employee Training, Interviews, Editing, Workshop Facilitation
Education
Kennesaw State University 2013 — 2014
Master's Degree, International Policy Management, 4.0
Virginia Commonwealth University - School of Business 2009 — 2010
Graduate Certificate, Business Administration, 3.5
The Art Institute of California, San Diego 2004 — 2005
Culinary Arts, 4.0
University of Maryland Baltimore County 1998 — 2002
Bachelor of Arts, Visual Arts Photography and Art History
GSA November 2014 - Present
U.S. Federation of UNESCO Clubs, Centers and Associations October 2013 - August 2014
Kennesaw State University August 2013 - August 2014
United States Peace Corps April 2011 - July 2013
STR Software November 2008 - March 2011
Margaux and Company Imports January 2008 - October 2008
Goal Financial, LLC June 2003 - December 2007
Gateway May 1999 - May 2003
Radio Shack September 1998 - May 1999
Skills
Customer Satisfaction, Training, Staff Development, Account Management, Sales, Sales Management, Public Speaking, Business Development, Coaching, Youth Development, Top-notch Customer..., Project Management, Motivation, Research, Proposal Writing, CRM, Team Building, Leadership Development, Management, Microsoft Office, Fundraising, Social Media, Teaching, Customer Service, Project Planning, Analysis, Event Management, International Relations, Higher Education, Knowledge Management, Entrepreneurship, Program Management, Grants, Negotiation, Event Planning, Nonprofits, Leadership, International..., Community Outreach, Teamwork, Program Development, Team Leadership, Public Relations, Organizational..., PowerPoint, Intercultural..., Employee Training, Interviews, Editing, Workshop Facilitation
Education
Kennesaw State University 2013 — 2014
Master's Degree, International Policy Management, 4.0
Virginia Commonwealth University - School of Business 2009 — 2010
Graduate Certificate, Business Administration, 3.5
The Art Institute of California, San Diego 2004 — 2005
Culinary Arts, 4.0
University of Maryland Baltimore County 1998 — 2002
Bachelor of Arts, Visual Arts Photography and Art History
Maureen Garbark Maureen Garbark's Goal Financial LLC Experience February 2005 - December 2007
Job Technical Operations Supervisor at BeneTrac
Industry Computer Software
Experience
BeneTrac June 2015 - Present
BeneTrac May 2014 - Present
BeneTrac June 2012 - Present
BeneTrac August 2010 - June 2012
Matrix Direct February 2008 - August 2010
Goal Financial, LLC February 2005 - December 2007
Skills
Employee Benefits, Sales, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Research, Telephone Skills, Account Management, Budgets, Fundraising, Management, Marketing Communications, Event Management, Leadership Development, Social Networking, Team Building, Training, Payroll, Customer Satisfaction, Human Resources, Software Project..., Supervision, Project Management, Project Planning, Salesforce.com
Education
Duquesne University 1998 — 2002
BA, Journalism and Mass Communication
BeneTrac June 2015 - Present
BeneTrac May 2014 - Present
BeneTrac June 2012 - Present
BeneTrac August 2010 - June 2012
Matrix Direct February 2008 - August 2010
Goal Financial, LLC February 2005 - December 2007
Skills
Employee Benefits, Sales, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Research, Telephone Skills, Account Management, Budgets, Fundraising, Management, Marketing Communications, Event Management, Leadership Development, Social Networking, Team Building, Training, Payroll, Customer Satisfaction, Human Resources, Software Project..., Supervision, Project Management, Project Planning, Salesforce.com
Education
Duquesne University 1998 — 2002
BA, Journalism and Mass Communication
Wes Armstrong's Goal Financial LLC Experience January 2004 - December 2007
Job Sales at FullSwing Golf Inc.
Industry Sports
Experience
Full-Swing Golf Inc. January 2012 - Present
Savii Group June 2011 - September 2012
Brainard Strategy October 2010 - February 2012
Guava Graphics May 2010 - January 2012
Goal Structured Solutions (GS2) January 2008 - January 2010
Goal Financial, LLC January 2004 - December 2007
Mindspeed Technologies January 2000 - January 2004
NOAA/National Marine Fisheries Service June 1985 - January 2000
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 1981 — 1985
Bachelor's Degree
Full-Swing Golf Inc. January 2012 - Present
Savii Group June 2011 - September 2012
Brainard Strategy October 2010 - February 2012
Guava Graphics May 2010 - January 2012
Goal Structured Solutions (GS2) January 2008 - January 2010
Goal Financial, LLC January 2004 - December 2007
Mindspeed Technologies January 2000 - January 2004
NOAA/National Marine Fisheries Service June 1985 - January 2000
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 1981 — 1985
Bachelor's Degree
Devin House's Goal Financial LLC Experience March 2004 - July 2006
Job
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase January 2013 - Present
Flagship Credit Acceptance November 2012 - December 2012
Flagship Credit Acceptance June 2011 - November 2012
USAA August 2009 - April 2011
Devin E. House, Esq. June 2008 - August 2009
Metrocities Mortgage July 2006 - May 2008
Goal Financial, LLC March 2004 - July 2006
Thornton Capital September 2002 - February 2004
Household Automotive Finance March 2001 - July 2002
Skills
Risk Management, Corporate Governance, Financial Services, Credit, Loans, Mortgage Lending, Banking, Finance, Corporate Law, Bank Secrecy Act, AML, Negotiation, Privacy Law, Fraud, Internal Audit, Compliance, Policy, Litigation, Research, Financial Risk, Consumer Lending, Strategic Planning, Team Building, Financial Regulation, Due Diligence, OFAC, Contract Negotiation, Legal Compliance, Mortgage Banking, Executive Management, Securities Regulation, Licensing, Process Improvement, Coaching, Operational Risk, Operational Risk..., Management, Anti Money Laundering, Privacy, Governance, Loss Mitigation, Training, Employment Law, Consumer Finance, Retail Banking, Automotive Finance, Student Loans
Education
University of Missouri-Kansas City School of Law 1985 — 1988
JD, Law
University of Missouri-Kansas City 1981 — 1985
BA, Political Science, Admin. of Justice
Lee's Summit 1977 — 1981
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
JPMorgan Chase July 2014 - Present
JPMorgan Chase January 2013 - Present
Flagship Credit Acceptance November 2012 - December 2012
Flagship Credit Acceptance June 2011 - November 2012
USAA August 2009 - April 2011
Devin E. House, Esq. June 2008 - August 2009
Metrocities Mortgage July 2006 - May 2008
Goal Financial, LLC March 2004 - July 2006
Thornton Capital September 2002 - February 2004
Household Automotive Finance March 2001 - July 2002
Skills
Risk Management, Corporate Governance, Financial Services, Credit, Loans, Mortgage Lending, Banking, Finance, Corporate Law, Bank Secrecy Act, AML, Negotiation, Privacy Law, Fraud, Internal Audit, Compliance, Policy, Litigation, Research, Financial Risk, Consumer Lending, Strategic Planning, Team Building, Financial Regulation, Due Diligence, OFAC, Contract Negotiation, Legal Compliance, Mortgage Banking, Executive Management, Securities Regulation, Licensing, Process Improvement, Coaching, Operational Risk, Operational Risk..., Management, Anti Money Laundering, Privacy, Governance, Loss Mitigation, Training, Employment Law, Consumer Finance, Retail Banking, Automotive Finance, Student Loans
Education
University of Missouri-Kansas City School of Law 1985 — 1988
JD, Law
University of Missouri-Kansas City 1981 — 1985
BA, Political Science, Admin. of Justice
Lee's Summit 1977 — 1981
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cheryl Luque's Goal Financial LLC Experience October 2005 - Present
Job Sr. Project Consultant at DOE
Industry Program Development
Experience
DOE November 2012 - Present
Goal Financial LLC October 2005 - Present
Staefa 1987 - 1988
Education
University of Richmond
DOE November 2012 - Present
Goal Financial LLC October 2005 - Present
Staefa 1987 - 1988
Education
University of Richmond
Randy Duncan's Goal Financial LLC Experience February 2005 - August 2007
Job Budget Director at California State University, San Marcos
Industry Higher Education
Experience
California State University, San Marcos July 2014 - Present
Univita Health Inc June 2012 - July 2014
LPL Financial September 2007 - March 2012
Goal Financial, LLC February 2005 - August 2007
Sempra Energy 2001 - 2005
Wells Fargo Home Mortgage 1997 - 2000
Education
University of Southern California - Marshall School of Business
Master's Degree (MBA), Business Administration
University of Iowa - Henry B. Tippie College of Business
Bachelor of Science, Business Administration & Finance
California State University, San Marcos July 2014 - Present
Univita Health Inc June 2012 - July 2014
LPL Financial September 2007 - March 2012
Goal Financial, LLC February 2005 - August 2007
Sempra Energy 2001 - 2005
Wells Fargo Home Mortgage 1997 - 2000
Education
University of Southern California - Marshall School of Business
Master's Degree (MBA), Business Administration
University of Iowa - Henry B. Tippie College of Business
Bachelor of Science, Business Administration & Finance
Lidja Vujic's Goal Financial LLC Experience 2003 - 2008
Job Editor/Business and Creative Writer/Translator at A Realm of Words
Industry Writing and Editing
Experience
A Realm of Words October 2008 - Present
Goal Financial, LLC 2003 - 2008
Skills
Process Improvement
Education
University of Hertfordshire
A Realm of Words October 2008 - Present
Goal Financial, LLC 2003 - 2008
Skills
Process Improvement
Education
University of Hertfordshire
Clemence Dartey's Goal Financial LLC Experience November 2002 - December 2007
Job Manager, Business Support at Asset Marketing Systems
Industry Financial Services
Experience
Asset Marketing Systems February 2008 - Present
Goal Financial, LLC November 2002 - December 2007
Technical Financial Corporation January 1997 - September 2002
Advanced Access October 1996 - April 1997
M.F.D.F./U.S. Correction Corps. February 1996 - October 1996
The Credit Store/Republic Securities, Inc. October 1995 - February 1996
Boots Restaurant and Bar December 1993 - October 1995
Skills
Problem Solving, Operations Management, Management, Call Center, Recruiting, Staff Development, Coaching, Project Management, Training, Sales Management, Process Improvement, Outsourcing, Account Management, Strategic Partnerships, Customer Service, Client Development, Contract Negotiation, Contract Management, Life & Health Insurance..., Team Leadership, Call Centers, Business Development, Team Building, Business Strategy, Risk Management, New Business Development, Lead Generation, Leadership, Insurance, Vendor Management, Competitive Analysis, Marketing Strategy, Marketing, Organizational..., Product Development, Analysis, Customer Satisfaction, Cross-functional Team..., Salesforce.com, Business Planning, Financial Services, Sales, Strategy, CRM, Consulting
Education
Rutgers University-New Brunswick
Electrical Engineering
San Diego Mesa College
Pharmacy/Pre-Med (Stress on Biology/Chemistry)
Asset Marketing Systems February 2008 - Present
Goal Financial, LLC November 2002 - December 2007
Technical Financial Corporation January 1997 - September 2002
Advanced Access October 1996 - April 1997
M.F.D.F./U.S. Correction Corps. February 1996 - October 1996
The Credit Store/Republic Securities, Inc. October 1995 - February 1996
Boots Restaurant and Bar December 1993 - October 1995
Skills
Problem Solving, Operations Management, Management, Call Center, Recruiting, Staff Development, Coaching, Project Management, Training, Sales Management, Process Improvement, Outsourcing, Account Management, Strategic Partnerships, Customer Service, Client Development, Contract Negotiation, Contract Management, Life & Health Insurance..., Team Leadership, Call Centers, Business Development, Team Building, Business Strategy, Risk Management, New Business Development, Lead Generation, Leadership, Insurance, Vendor Management, Competitive Analysis, Marketing Strategy, Marketing, Organizational..., Product Development, Analysis, Customer Satisfaction, Cross-functional Team..., Salesforce.com, Business Planning, Financial Services, Sales, Strategy, CRM, Consulting
Education
Rutgers University-New Brunswick
Electrical Engineering
San Diego Mesa College
Pharmacy/Pre-Med (Stress on Biology/Chemistry)
Evan Archer's Goal Financial LLC Experience 2003 - December 2007
Job Executive Account Manager with American Fidelity
Industry Financial Services
Experience
American Fidelity March 2008 - Present
Goal Financial, LLC 2003 - December 2007
Sports Boosters 2001 - 2003
Skills
Sales Management, Customer Relations, New Business Development, Customer Service, Team Leadership, Coaching, Training, Team Building, Recruiting, Business Strategy, Business Development, Management, CRM, Leadership, Sales Process, Sales, Customer Retention, Cold Calling, Strategic Planning
Education
Southern Illinois University, Carbondale 1997 — 2000
BA, Business and Communications
American Fidelity March 2008 - Present
Goal Financial, LLC 2003 - December 2007
Sports Boosters 2001 - 2003
Skills
Sales Management, Customer Relations, New Business Development, Customer Service, Team Leadership, Coaching, Training, Team Building, Recruiting, Business Strategy, Business Development, Management, CRM, Leadership, Sales Process, Sales, Customer Retention, Cold Calling, Strategic Planning
Education
Southern Illinois University, Carbondale 1997 — 2000
BA, Business and Communications
John Rocciolo's Goal Financial LLC Experience January 2009 - January 2010
Job Associate, Customer Advocacy, Clinical at CareFusion
Industry Health, Wellness and Fitness
Experience
CareFusion August 2014 - Present
CareFusion July 2012 - December 2013
CareFusion 2007 - 2012
Cardinal Health January 2009 - January 2010
Goal Financial, LLC January 2009 - January 2010
Skills
Process Improvement, Call Centers, Cross-functional Team..., Team Building, Customer Service, Account Management, Visio, Salesforce.com, Training, Software Documentation, Customer Satisfaction, Project Management, Call Center, New Business Development, Leadership, Coaching, Medical Devices, CRM, Management
Education
University of California, Santa Barbara 1994 — 1999
Bachelor of Arts (BA), Fine and Studio Arts
CareFusion August 2014 - Present
CareFusion July 2012 - December 2013
CareFusion 2007 - 2012
Cardinal Health January 2009 - January 2010
Goal Financial, LLC January 2009 - January 2010
Skills
Process Improvement, Call Centers, Cross-functional Team..., Team Building, Customer Service, Account Management, Visio, Salesforce.com, Training, Software Documentation, Customer Satisfaction, Project Management, Call Center, New Business Development, Leadership, Coaching, Medical Devices, CRM, Management
Education
University of California, Santa Barbara 1994 — 1999
Bachelor of Arts (BA), Fine and Studio Arts
Fiona Olson's Goal Financial LLC Experience June 2010 - May 2012
Job Senior Accountant, Route 66 Ventures, LLC
Industry Venture Capital & Private Equity
Experience
Route 66 Ventures, LLC May 2012 - June 2013
WiseChoice Brands, LLC December 2008 - June 2013
Goal Financial, LLC June 2010 - May 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, Auditing, Financial Analysis, QuickBooks, Internal Controls, Microsoft Excel, Payroll, Tax, Budgets, Human Resources, Great Plains Software, Property Management, Restaurant Management, Board of Directors..., Benefits Negotiation, Process Improvement
Education
Chartered Global Management Accountant
The Chartered Institute of Management Accountants 1992 — 1992
ACMA
University of Surrey 1985 — 1989
Bsc (Joint Honors), Mathematics & Economics
Route 66 Ventures, LLC May 2012 - June 2013
WiseChoice Brands, LLC December 2008 - June 2013
Goal Financial, LLC June 2010 - May 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, General Ledger, Auditing, Financial Analysis, QuickBooks, Internal Controls, Microsoft Excel, Payroll, Tax, Budgets, Human Resources, Great Plains Software, Property Management, Restaurant Management, Board of Directors..., Benefits Negotiation, Process Improvement
Education
Chartered Global Management Accountant
The Chartered Institute of Management Accountants 1992 — 1992
ACMA
University of Surrey 1985 — 1989
Bsc (Joint Honors), Mathematics & Economics
Marineth Medina's Goal Financial LLC Experience August 2005 - June 2007
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Covance March 2009 - June 2012
Covance 2009 - 2012
State Compensation Insurance Fund March 2008 - December 2008
Goal Financial, LLC August 2005 - June 2007
First American Corporation March 2005 - August 2005
Target October 2001 - January 2005
Skills
Customer Service, Data Entry, Flexibility, Pay Close Attention to..., Computer Hardware, Internet, Communication, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Team-oriented, Interpersonal Skill, Bilingual, Administrative..., Reliable, Fast Learner, Oracle Reports, Claims Resolution, Creative Strategy
Education
San Diego Miramar College 2010 — 2015
Still attending, Aerospace, Aeronautical and Astronautical Engineering
De La Salle University 1999 — 2001
Associate's degree, Business Administration and Management, General
Miramar College
Aerospace Engineering
Covance March 2009 - June 2012
Covance 2009 - 2012
State Compensation Insurance Fund March 2008 - December 2008
Goal Financial, LLC August 2005 - June 2007
First American Corporation March 2005 - August 2005
Target October 2001 - January 2005
Skills
Customer Service, Data Entry, Flexibility, Pay Close Attention to..., Computer Hardware, Internet, Communication, Microsoft Word, Outlook, Microsoft Excel, PowerPoint, Team-oriented, Interpersonal Skill, Bilingual, Administrative..., Reliable, Fast Learner, Oracle Reports, Claims Resolution, Creative Strategy
Education
San Diego Miramar College 2010 — 2015
Still attending, Aerospace, Aeronautical and Astronautical Engineering
De La Salle University 1999 — 2001
Associate's degree, Business Administration and Management, General
Miramar College
Aerospace Engineering
Jake Polster's Goal Financial LLC Experience July 2006 - December 2007
Job Assistant Operations Analyst, Data Management, Document Review, and Team Manager
Industry Writing and Editing
Experience
Summit Funding, Inc. May 2013 - August 2013
Wells Fargo Home Mortgage December 2009 - February 2011
CBIZ Special Risk Insurance Services, Inc. 2011 - 2011
Royalty Share, Inc. August 2008 - January 2009
Goal FInancial, LLC July 2006 - December 2007
Torrey Pines Club Corporation June 2000 - February 2004
Skills
Managing Database, Ad Hoc Reporting, Document Review, Creative Writing, Microsoft CRM, Microsoft Office, Database Design, Journalism, Editing, Team Management, Creation Of Training..., Train New Employees, Handle Confidential..., Work Independently with..., Interact with All..., High Pressure Situations, Managing Deadlines, Meticulous eye for..., Allegiance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, 3.5
Summit Funding, Inc. May 2013 - August 2013
Wells Fargo Home Mortgage December 2009 - February 2011
CBIZ Special Risk Insurance Services, Inc. 2011 - 2011
Royalty Share, Inc. August 2008 - January 2009
Goal FInancial, LLC July 2006 - December 2007
Torrey Pines Club Corporation June 2000 - February 2004
Skills
Managing Database, Ad Hoc Reporting, Document Review, Creative Writing, Microsoft CRM, Microsoft Office, Database Design, Journalism, Editing, Team Management, Creation Of Training..., Train New Employees, Handle Confidential..., Work Independently with..., Interact with All..., High Pressure Situations, Managing Deadlines, Meticulous eye for..., Allegiance
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies, 3.5
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY