Great Western Financial Services

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Great Western Financial Services Employees

Employee
Years
Job
Industry
Daniel Sarraf Daniel Sarraf Greater Los Angeles Area Details
Daniel Sarraf's Great Western Financial Services Experience June 2008 - September 2008
Job Affiliate Marketing Operations at ZipfWorks
Industry Financial Services
Experience
ZipfWorks  April 2015 - Present
Coast National Sales   July 2014 - April 2015
Innovative Merchant Solutions, an Intuit Co.   February 2014 - May 2014
Francine Teitelbaum Professional Conservator and Trustee   August 2012 - June 2013
Wealth Planning and Management, Inc.   February 2010 - February 2011
Davis Research, LLC   March 2010 - August 2010
LifeAlert   June 2006 - August 2009
Great Western Financial Services   June 2008 - September 2008

Skills
Investments, Asset Managment, Negotiation, Insurance, Accounting, Accounts Payable, Accounts Receivable, Real Estate, Account Reconciliation, Bank Reconciliation, Tax Preparation, Estate Planning, Data Entry, Budgets, Financial Reporting, Employee Benefits

Education
California State University-Northridge   2010 — 2013
Business, Finance

Rick Small Rick Small Lincoln, Nebraska Details
Rick Small's Great Western Financial Services Experience February 2000 - April 2013
Job Compliance Consultant, Examiner
Industry Financial Services
Experience
Self Employed Compliance Consultant   August 2013 - Present
Great Western Financial Services   February 2000 - April 2013
Allstate Life Companies   October 1995 - January 2000
United Advantage Investments   June 1991 - September 1995
First National Brokerage   May 1991 - March 1992
Edward Jones – Independence, IA & Atlantic, IA   July 1985 - May 1991

Skills
Compliance, Training, Mentoring, Marketing, Advertising, Sales Management, Personnel Management, Project Management, Operations Management, Office Administration, Licensing, Continuing Education, Investments, Insurance, Employee Benefits, Sales, Banking, Financial Services, Financial Analysis, Program Management

Education
Fremont High School

Northeast Community College
A.A, Business

Wayne State College
B.S, Marketing, 3.65

Jenna Lord Jenna Lord Plano, Texas Details
Jenna Lord's Great Western Financial Services Experience June 2009 - October 2013
Job Mortgage Processor
Industry Financial Services
Experience
Great Western Financial Services   June 2009 - October 2013
Senderra Funding/Avelo Mortgage/Goldman Sachs   2007 - 2009
Option One Mortgage  June 2003 - September 2007

Education
Texas Tech University - Rawls College of Business   1999 — 2003
Marketing

Christine Gracia Christine Gracia Phoenix, Arizona Area Details
Christine Gracia's Great Western Financial Services Experience January 2012 - June 2012
Job Processing Supervisor at Wallick & Volk
Industry Financial Services
Experience
Wallick & Volk\   June 2012 - Present
Great Western Financial Services   January 2012 - June 2012
Bank of America Home Loans  September 2009 - January 2012
AmeriFirst Financial, Inc.   November 2007 - September 2009
North American Title  March 2007 - November 2007
Axis Mortgage & Investments LLC   February 2000 - December 2006

Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Refinance, VA loans, Credit, FHA financing, Business Development, Reverse Mortgages, Team Building, Process Improvement, Training, Funding, Government Loans, Residential Mortgages, Loan Origination, Mortgage Underwriting, USDA, Banking, Construction Loans

Education
Grossmont College   1980 — 1982
Business Administration

Karen Naranjo Karen Naranjo Greater New York City Area Details
Karen Naranjo's Great Western Financial Services Experience June 1993 - June 1994
Job Sr Territory Manager at Medtronic Diabetes
Industry Medical Devices
Experience
Medtronic Diabetes  August 2004 - Present
Syncor Interrnational/Cardinal Health   January 1999 - July 2004
Allegiance Telecom Inc  May 1998 - January 1999
AT&T Wireless  June 1994 - May 1998
Great Western Financial Services   June 1993 - June 1994

Skills
Management

Education
University of South Florida - College of Business Administration   1989 — 1993
B.S., Marketing

Kristina Blucher Kristina Blucher San Francisco Bay Area Details
Kristina Blucher's Great Western Financial Services Experience April 1997 - April 1998
Job Financial Adminstrator
Industry Financial Services
Experience
GBS Financial Corp   March 2000 - December 2007
Great Western Financial Services   April 1997 - April 1998
Dean Witter  May 1990 - April 1997

Skills
Microsoft Word, Investments, Investment Advisory, Strategic Financial..., Budgets, Insurance, Employee Benefits, Customer Service, Accounting, Fixed Annuities, Financial Services, Securities, Wealth Management, Retirement Planning, Mutual Funds

Education
College of Marin

Logan Sargent Logan Sargent Pendleton, Indiana Details
Logan Sargent's Great Western Financial Services Experience August 2011 - January 2015
Job Secondary / Lock Desk / MLO at GVC Mortgage, Inc.
Industry Financial Services
Experience
GVC Mortgage, Inc.   January 2015 - Present
Great Western Financial Services   August 2011 - January 2015
LendingTree Loans & Surepoint Lending   May 2010 - June 2011
Liberty National Life Insurance Company  August 2009 - April 2010
Comcast & Insight Communications   April 2007 - April 2009
D & D Financial Group   June 2006 - February 2007
Renaissance Settlements   April 2005 - April 2006
Alliance Mortgage Group  August 2003 - February 2005

Skills
Sales, New Business Development, Account Management, Marketing, Entrepreneurship, Public Relations, Strategic Planning, Social Media, Digital Marketing, Business Development, Mortgage Lending, Refinance, Marketing Strategy, Management, Customer Service, Credit, Loans, Sales Management, Conventional Financing, FHA Financing, VA Loans, First Time Home Buyers, FHA, Finance, 203K, Homestyle Renovation, Jumbos, DU Refi Plus, USDA Rural Housing, HARP, New Home Purchase, Residential Mortgages, Mortgage Banking, USDA, Investment Properties, Loan Origination

Education
Miami University

Carl Wagner Carl Wagner Dallas, Texas Details
Carl Wagner's Great Western Financial Services Experience December 2011 - Present
Job Senior VP/Business Development at Great Western Financial Services
Industry Banking
Experience
Great Western Financial Services   December 2011 - Present
Rave Motion Pictures  2004 - 2010
20th Century Fox  1997 - 2004

Skills
Corporate Development, Asset Management, Sales, Salesforce.com, Sales Management, Entrepreneurship, Business Development, Market Analysis, Strategic Partnerships, Start-ups, Executive Management, Business Planning, Strategy, Selling, P&L Management

Education
Stanford University   1982 — 1986
Bachelor's degree, Economics

RICK Beaty RICK Beaty Tempe, Arizona Details
RICK Beaty's Great Western Financial Services Experience June 2011 - Present
Job Vice President Sales
Industry Financial Services
Experience
Great Western Financial Services   June 2011 - Present
Beaty Mortgage, Inc   January 2006 - October 2011
OAK STREET MORTGAGE  January 2000 - February 2005
BANC ONE FINANCIAL SERVICES  July 1995 - September 1999

Skills
Mortgage Lending, Sales, Loans, Mortgage Banking, Credit, FHA, Financial Services, VA loans, Residential Mortgages, Loan Origination, Refinance, Sales Management, Call Center, Coaching, New Business Development, Selling, SEO, FHA financing, Banking, Finance, Management

Education
Indiana University Bloomington   1990 — 1994
Bachelor of Arts (B.A.), Psychology

Indiana University Bloomington   1990 — 1994
Bachelor's degree, Psychology

sylvia lambourg sylvia lambourg West Palm Beach, Florida Area Details
sylvia lambourg's Great Western Financial Services Experience 1997 - 1997
Job Chief Operations Officer at Helix Biomedics, LLC
Industry E-Learning
Experience
Hispanic Nurse Solutions   Chief Operations OfficerHelix Biomedics, LLCApril 2011 - Present
Helix Biomedics, LLC   2011 - 2013
HNStest Power Remedial/Refresher   2010 - 2011
JB Hanaeur & Co.   2001 - 2001
WM financial services  1998 - 2000
Great Western Financial Services   1997 - 1997
MetLife  1996 - 1997

Education
Florida International University   1989 — 1989

Dade Christian School   1982 — 1985

University of Florida

Jay Simons Jay Simons Dallas/Fort Worth Area Details
Jay Simons's Great Western Financial Services Experience November 2011 - December 2013
Job SVP at Bank of America
Industry Banking
Experience
Bank of America  January 2014 - Present
Great Western Financial Services   November 2011 - December 2013
MetLife Home Loans  August 2011 - November 2011
Bank of America  August 2006 - September 2011
Centex Home Equity  February 2003 - August 2006
Sebring Capital Partners, LP   July 1996 - January 2003

Skills
Mortgage Lending, Loan Origination, Loans, Salesforce.com, Executive Management, Management, Finance, Refinance, Credit Analysis, Banking, Mortgage Servicing, FHA, Retail Banking, Loss Mitigation, Marketing, Financial Services, Mortgage Banking, Residential Mortgages, Risk Management, Sales, Lead Generation, Leadership, Credit, Underwriting, Loan Servicing, Consumer Lending, Credit Risk, Financial Risk, Investments, Mortgage Marketing, Portfolio Management, Relationship Management, Secondary Market, Professional Services, Securitization, Commercial Lending, Capital Markets

Education
Randolph-Macon College   1993 — 1996
BA, Economics

Juan Neucke Juan Neucke Greater Los Angeles Area Details
Juan Neucke's Great Western Financial Services Experience 1985 - 1992
Job Experienced at Execution and Results
Industry Financial Services
Experience
Montage Companies   September 2010 - September 2014
First National Bank of Layton  September 2011 - August 2012
Risk Management  January 2009 - September 2010
PMC Bancorp  November 2007 - January 2009
EquiFirst  November 2005 - June 2007
Acoustic Home Loans  2003 - 2005
Indymac Bank  October 2001 - June 2003
Aames Home Loan  June 1994 - September 2001
Great Western Financial Services   1985 - 1992

Skills
Risk Management, Loss Mitigation, Leadership, Executive Management, Business Development, Training, Management, Loans, Refinance, Underwriting, FHA, Loan Servicing, Sales, Investments, Finance, Real Estate, Residential Mortgages, Mortgage Lending, Credit Risk, Business Strategy, Team Building, Banking, Mortgage Banking, Portfolio Management, Credit, Loan Origination, Credit Analysis, Real Estate Economics

Education
University of California, Irvine - The Paul Merage School of Business   1983 — 1984
MBA, Finance and Accounting, Honors

University of California, Irvine   1981 — 1982
Bachelor's Degree, Economics, Cum Laude

Mt. San Antonio College   1979 — 1981
Associate's Degree

Walnut High School

John Lamberg John Lamberg Tampa/St. Petersburg, Florida Area Details
John Lamberg's Great Western Financial Services Experience July 2009 - June 2010
Job Branch Manager at Mid America Mortgage
Industry Financial Services
Experience
Mid America Mortgage  October 2012 - Present
Fifth Third Bank  June 2010 - October 2012
Great Western Financial Services   July 2009 - June 2010
WJ Media Marketing   May 2009 - June 2010
Nehemiah Corporation of America  January 2008 - December 2008
Novastar Mortgage (Oak St Mtg)   August 2003 - February 2007
Oak Street Mortgage  August 2005 - May 2006
Oak Street Mortgage  August 2003 - August 2005
Homeowners Loan Corporation  May 2000 - August 2003
Banc One Financial Services  January 1997 - May 2000

Skills
Mortgage Banking, Underwriting, USDA, Reverse Mortgages, Sales, Banking, New Business Development, Strategic Planning, Investments, Retirement Planning, Real Estate, Life Insurance, Loss Mitigation, Team Building, Business Development, Cold Calling, Portfolio Management, FHA financing, Insurance, Retail Banking, Sales Process, Mortgage Lending, VA loans, Refinance, Loans, Leadership, Commercial Lending, Employee Benefits, Management, Finance, VA Loans

Education
Ball State University   1990 — 1994
BS, Telecommunicatons/Speech Communications

Bob Buehler Bob Buehler Greater New York City Area Details
Bob Buehler's Great Western Financial Services Experience September 1988 - July 1996
Job Vice President of Mortgage Lending at Guaranteed Rate Inc.
Industry Financial Services
Experience
Guaranteed Rate Inc.  2012 - Present
The Manhattan Mortgage Company Co., Inc.   2011 - 2012
Anchor Street Mortgage, LLC   June 2010 - October 2011
BB Investments   April 2007 - May 2010
Wells Fargo Home Mortgage, a division of Wells Fargo Bank   January 2004 - March 2007
CitiFinancial, a member of Citigroup, Inc.   July 1996 - July 2002
Great Western Financial Services   September 1988 - July 1996

Education
Stonehill College   1985 — 1988
Bachelor of Arts, Major in Communications/Minor in Business

Bergen Catholic High School

Carlos Gan Carlos Gan Irvine, California Details
Carlos Gan's Great Western Financial Services Experience 1989 - 2001
Job Curriculum Resources and Academic Support Specialist at Brandman University Chapman University System
Industry Education Management
Experience
Brandman University - Chapman University System  February 2015 - Present
Brandman University - Chapman University System  September 2011 - Present
University of Phoenix  February 2010 - June 2011
University of Phoenix  April 2010 - July 2010
University of Phoenix  May 2006 - February 2010
Great Western Financial Services   1989 - 2001

Skills
Career Development, Higher Education..., Student Engagement, Coaching, Student Financial Aid, Public Speaking, E-Learning, Educational Leadership, Instructional Design, Staff Development, Event Planning, Non-profits, Microsoft Office, Student Counseling, Courses, University Teaching, Editing, Student Affairs, Research, Community Outreach, Higher Education, Organizational..., Classroom, Critical Thinking, Training, Admissions, College Teaching, Student Development, Leadership Development, Academic Advising, Data Analysis, Teaching, Strategic Planning, Curriculum Design, Resume Writing, Curriculum Development, Enrollment Management, Instructional Technology, Adult Education, Academic Administration, Program Development, Conflict Resolution, Leadership, Distance Learning, Educational Technology, Academia, Retaining Customers, Career Counseling, Nonprofits, Faculty Development

Education
University of Phoenix-Southern California Campus
BSBM, Business Administration and Management, General

Erik Solis Erik Solis Houston, Texas Area Details
Erik Solis's Great Western Financial Services Experience September 2007 - September 2011
Job Private Mortgage Banker at Bank of Texas
Industry Financial Services
Experience
Bank of Texas  October 2011 - Present
Great Western Financial Services   September 2007 - September 2011
Federated Funding, LLC   May 2005 - August 2007
UBS  August 1998 - July 2003
Merrill Lynch  August 1996 - August 1998

Education
The University of Texas at Austin   1991 — 1996
BA, Economics

Diana Klossner Diana Klossner Thousand Oaks, California Details
Diana Klossner's Great Western Financial Services Experience 1985 - 1991
Job Office Manager at F. Frey Azizi, MD
Industry Medical Practice
Experience
F. Frey Azizi, MD   November 2013 - Present
Los Robles Hospital and Medical Center  May 1993 - May 2011
Great Western Financial Services   1985 - 1991

Skills
Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Teaching, HTML, Budgets, Strategic Planning, Editing, Negotiation

Education
California State University, Los Angeles - College of Business and Economics   1976 — 1980
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Pius X High School - Downey, California   1972 — 1976

Lisa Beldon Lisa Beldon Dallas/Fort Worth Area Details
Lisa Beldon's Great Western Financial Services Experience March 1993 - June 2006
Job Portfolio Manager at North Texas Certified Development Corp
Industry Financial Services
Experience
North Texas Certified Development Corp   January 2014 - Present
Great Western Financial Services, Inc.   June 2006 - September 2013
Great Western Financial Services   March 1993 - June 2006

Skills
Mortgage Banking, Refinance, FHA, Residential Mortgages, Loan Origination, Mortgage Lending, VA loans, USDA, Loans, FHA financing, Credit, Credit Analysis

Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Business Management

Texas A&M University
Studied Business Management

Nancy Anwar Nancy Anwar Chatsworth, California Details
Nancy Anwar's Great Western Financial Services Experience May 2007 - June 2008
Job Global Real Estate Market Manager – West Region at J.P. Morgan Chase
Industry Banking
Experience
JPMorgan Chase & Co.   September 2012 - February 2015
Western Asset Management Company  June 2008 - September 2012
Great Western Financial Services   May 2007 - June 2008
Countrywide Home Loans  August 2005 - May 2007
Joel StroteEsq   2001 - 2002

Skills
Microsoft Excel, Microsoft Office, Asset Managment, Project Management, Credit, Multi Tasking, Operational Excellence, PMP Candidate, Asset Management, Software Documentation, Finance, PMP, Risk Management, Portfolio Management, Strategy, Financial Risk, Banking, Management

Education
California State University-Northridge   2002 — 2006
Bachelor of Science, Business Management

Bob P. Hodges Jr., CFS Bob P. Hodges Jr., CFS Naples, Florida Area Details
Bob P. Hodges Jr., CFS's Great Western Financial Services Experience June 1992 - September 1997
Job Branch Manager at Capital Guardian Wealth Management
Industry Financial Services
Experience
Capital Guardian Wealth Management   February 2015 - Present
Capital Guardian Wealth Management   October 2010 - Present
Capital Guardian LLC  October 2010 - August 2011
Moors & Cabot  July 2005 - October 2010
Janney Montgomery Scott  September 1999 - July 2005
Paine Webber  September 1997 - September 1999
Great Western Financial Services   June 1992 - September 1997

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Estate Planning, Public Speaking, Budgets, Retirement, Insurance, Investment Advisory, Portfolio Management, Series 7, Strategic Planning, Tax, Asset Managment, Asset Allocation, Investment Strategies, Financial Advisory, Customer Service, Mutual Funds

Education
University of Central Florida   1985 — 1989
Bachelor of Arts (BA), Political Science - Pre Law

Admiral Farragut Academy   1979 — 1984

Jill Munro Jill Munro Tustin, California Details
Jill Munro's Great Western Financial Services Experience 1994 - 1996
Job Manager
Industry Furniture
Experience
House to Home Furniture   May 2011 - Present
AYSO Region 96   January 2010 - Present
Peters Canyon Elementary School PTO   2006 - Present
Bassett and Tracy Group   1998 - 2000
Great Western Financial Services   1994 - 1996
Marriott Hotel  1992 - 1994

Skills
Inventory Management, Sales Management, Bookkeeping

Education
Cal Poly San Luis Obispo   1987 — 1992
Bachelor's degree, Business

United States International University   1986 — 1987