Harbor Financial
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Harbor Financial Employees
Harbor Financial January 2006 - Present
Cetera Advisors LLC January 2006 - Present
Goldstein Golub Kessler November 2003 - October 2004
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2003
BS, Finance, Accounting
Harbor Financial April 1995 - Present
Merrill Lynch September 1991 - March 1995
Education
Texas Tech University
Bachelor of Business Administration (BBA), Finance
Harbor Financial July 2011 - Present
Weichert Realtors September 2008 - Present
Hootie's Good Times Cafe February 2008 - Present
Fun One Inc. March 2001 - August 2008
Domestic Bank January 1997 - March 2001
Skills
Investment Properties, Sellers, Real Estate, Selling, Investments, FHA, Mortgage Lending, Loans, Rentals, Property, Refinance, Sales, Short Sales, Marketing
Education
Widener University 1986 — 1990
B.S., Accounting
Bryant University
Caring Transitions 2007 - Present
Strategic Franchising Systems 2007 - Present
Cincinnati Adult Hockey League January 2000 - Present
Harbor Financial January 2008 - September 2009
Harbor Financial 2007 - 2009
Zaner Group, LLC 2004 - 2008
Zaner group LLC 2004 - 2008
Traders Network 2000 - 2004
Skills
Franchising, Marketing, Account Management, Pools, Hedge Funds, Derivatives, Recruiting, Start-ups, Strategic Financial..., New Business Development, Business Development, Strategic Planning, Sales, Executive Management, Team Building, Lead Generation, Relationship Management, Public Speaking, Entrepreneurship, Business Planning, Public Relations, Operations Management, Marketing Strategy, Strategic Consulting, Budgets, Team Leadership, Social Media, Strategic Alliances, Consulting, B2B, Coaching, Project Management, Communications Programs, Negotiation, Competitive Analysis, Business Networking, Strategic Partnerships, Sales Management, Program Management, Customer Service, Strategy, Business Strategy, Fundraising, Leadership, Training, Contract Negotiation, Building Relationships, Management Consulting, Database Admin, CPOE
Education
College Conservatory of Music
Bachelors, MBA, Performance, Theory and Instruction Musicology
UNIVERSITY OF CINCINNATI COLLEGE
BA, Business Management
University of Cincinnati College of Business
Bachelors, MBA, Business Economics, Investment Management
Starkey Mortgage September 2011 - Present
Cornerstone Mortgage Company May 2011 - September 2011
Independent Bank Mortgage July 2010 - May 2011
Treaty Oak Mortgage March 2006 - June 2010
WR Starkey Mortgage March 2000 - March 2006
Harbor Financial April 1998 - February 1999
Temple Inland Mortgage 1991 - 1998
Skills
FHA, Construction Loans, Financial Analysis, Underwriting, Real Estate, Refinance, Loan Origination, Mortgage Lending, Branch Banking, Credit, First Time Home Buyers, Credit Analysis, USDA, VA loans, Mortgage Banking, Loans, Investments, Residential Mortgages, FHA financing, Investment Properties, Finance, Commercial Lending, Commercial Mortgages, Real Estate Economics
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration, Finance
CAPSTONE Investment Group May 2008 - Present
Venture Wealth Management March 1997 - April 2008
Harbor Financial January 1991 - March 1997
Sterling Savings December 1983 - December 1991
Education
Central Washington University
Columbia Basin College
Network Funding, LP October 2015 - Present
Garrett, McAuley & Co. December 2014 - September 2015
Mortgage Executive Consulting LLC May 2014 - September 2015
RMC Vanguard Mortgage Corp April 2008 - April 2014
Aegis Wholesale Corporation March 1997 - September 2007
Harbor Financial 1997 - 1999
Commonwealth-United Mortgage 1987 - 1997
Skills
Contract Negotiation, Mortgage Banking, Streamlining Operations, Management, Loan Origination, Leadership, Customer Service, Loans, Coaching, Credit, Business Process, Business Strategy, Strategy, Team Building, Strategic Planning, Risk Management, Competitive Analysis, Analysis, Process Improvement, Business Development, Executive Management, Negotiation, Mortgage Lending, Project Management, Finance, Financial Analysis, Banking, Residential Mortgages
Education
Baylor University 1985 — 1987
BBA, Finance
Baylor University - Hankamer School of Business 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Harbour Mortgage Group LLC October 2013 - June 2014
Harbor Financial LLC March 2011 - October 2013
Harbor Financial March 2011 - January 2013
Skills
Public Speaking, VA loans, FHA, USDA, Loan Origination, Mortgage Lending, Refinance, FHA financing, Mortgage Banking, Loans, Residential Mortgages, Customer Service, Credit, Credit Analysis, Reverse Mortgages, Portfolio Management, VA Loans, FHA Financing
Education
Trinity College-Hartford 1982 — 1986
B.A. in Economics, economics, calculus
Trinity College-Hartford 1982 — 1986
B.A. in Economics
Chase March 2013 - Present
Bank of Ann Arbor June 2008 - January 2012
JADDA Capital Management May 2006 - February 2008
Harbor Financial April 2000 - April 2006
Old Kent Bank 1999 - 2000
GreenTree Financial 1996 - 1999
Skills
Private Equity, Mortgage Lending, Commercial Lending, Loans, Banking, Investments, Real Estate, Due Diligence, Underwriting, Mortgage Marketing, Loan Origination, Sales, Management, Investors, Credit, Credit Analysis, Mortgage Banking, Refinance, Residential Mortgages, Financial Analysis, Strategic Planning, VA loans
Education
Davenport University 2015 — 2017
BBA Accounting Fraud Investigation, Accounting and Finance, 4.0
Balboa Instruments March 2001 - Present
Harbor Financial January 1999 - December 2000
Transworld Mortgage February 1993 - December 1998
Skills
Manufacturing, Product Marketing, Team Building, Automation, Sensors, Product Development, Account Management, Electronics, Engineering, Sales Management, Project Management, B2B, Mortgage Servicing, Process Improvement, Six Sigma, New Business Development, Supply Chain Management, Customer Service, Management, Strategic Planning
Education
The University of Texas at Austin 1982 — 1985
Computer Science
Golden West College
Computer-Aided Design [CAD]
University of St. Thomas (TX)
Computer Science
Dinucci Corporation February 2006 - Present
Little Miss Everything February 2004 - December 2010
MicroDisplay October 2002 - February 2005
Micro Display 2004 - 2005
Harbor Financial August 1998 - December 2001
Skills
Entrepreneurship, Social Media, Interior Design, E-commerce, Online Marketing, New Business Development
Education
Boston Reed College
Skyline College
T & W Water Service May 2013 - Present
Insperity May 2011 - May 2013
Robert Half Finance & Accounting September 2006 - March 2011
Champions MediSpa February 2002 - August 2005
Harbor Financial November 1993 - July 1998
Skills
Talent Acquisition, Sourcing, Interviewing, Accounting, Hiring, Recruiting, Interviews, Resume Writing, Applicant Tracking..., Employee Benefits, Onboarding, College Recruiting, Taleo, Internet Recruiting, Staffing Services, Job Descriptions, Employee Engagement, Temporary Placement, Temporary Staffing, HRIS, Contract Recruitment, Talent Management, Technical Recruiting, Human Resources, New Hire Orientations, Performance Management, PeopleSoft, Employee Relations, Organizational..., Payroll, Benefits Negotiation, Employer Branding, Training, HR Consulting, Cold Calling, Workforce Planning, Permanent Placement, Screening, Recruitment Advertising, HR Policies, Management, Leadership, Benefits Administration, Personnel Management, Team Building, Account Management
Education
Sam Houston State University 1998 — 2002
BA, History, General Business
Beachwood Books 2009 - 2011
ACRC Requisition Copy Service January 2006 - July 2007
Harbor Financial November 2001 - September 2005
Old Kent Mortgage/Fifth Third Bank July 1998 - October 1999
Town of Gilbert June 1997 - June 1998
Skills
Typing, Multi-line Phone, Internet, Computer-savvy, Mortgage Lending, Real Estate Financing, Customer Satisfaction, Well-organized, Self-driven
Education
Mesa Community College 2010 — 2012