Heritage Financial Group, Inc

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Heritage Financial Group, Inc Employees

Employee
Years
Job
Industry
Andrea Eatmon- Garcia Andrea Eatmon- Garcia Indianapolis, Indiana Details
Andrea Eatmon- Garcia's Heritage Financial Group, Inc Experience 2010 - 2012
Job Garcia Kustomz
Industry Automotive
Experience
Garcia Kustomz   October 2013 - Present
SMD Spring Valley   July 2012 - October 2013
Heritage Financial Group, Inc   2010 - 2012
Xtreme Promotions   September 2007 - September 2008

Skills
Real Estate Transactions, Real Estate, Investment Properties, Property Management, Leases, Rentals, Yardi, Negotiation, Lease Administration, Due Diligence, Disposition, Apartments, Management, Investors, Fair Housing, Property

Education
University of Phoenix   2013 — 2015
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

University of Phoenix-Indianapolis Campus   2010 — 2013
Associate's degree, Business Administration, Management and Operations, 3.76 GPA

Cindy Reeves, MBA Cindy Reeves, MBA Elkhart, Indiana Area Details
Cindy Reeves, MBA's Heritage Financial Group, Inc Experience 1995 - 1999
Job Business Analyst at HARMAN International
Industry Accounting
Experience
HARMAN International  September 2013 - Present
HARMAN International  December 2010 - September 2013
HARMAN International  July 2008 - December 2010
Harman International  November 2007 - July 2008
Cressy & Everett Real Estate  1999 - 2007
Heritage Financial Group, Inc   1995 - 1999

Skills
Negotiation, Accounts Receivable, Strategic Planning, Leadership, SAP, Team Building, Cross-functional Team..., Microsoft Office, Collaborative Leadership, Analytical Skills, Training, Balancing Budgets, Selling, MAPICS, Internet, Negotiator, Visionary, Analytical, Fiscal Responsibility, Presentation Skills, Effective Communicator, Problem Solving, Excellent People Skills, Excellent Service..., Financial..., SharePoint, BI, Microsoft Excel, Management, Analysis, Sales, Customer Service, Forecasting, Process Improvement, Finance

Education
University of Phoenix   2010 — 2011
Masters, MBA

Indiana University South Bend   1987 — 1990
BS, Economics

Elkhart H.S.
College Preparatory curicculum

Reana Bujalski Reana Bujalski Elkhart, Indiana Details
Reana Bujalski's Heritage Financial Group, Inc Experience June 2010 - December 2012
Job Software Support at Low Associates
Industry Financial Services
Experience
Low Associates   June 2015 - Present
Jayco, Inc.   April 2015 - June 2015
Elkhart County Government  December 2012 - April 2015
Osolo Little League   August 2011 - August 2013
Heritage Financial Group, Inc   June 2010 - December 2012
JPMorgan Chase  May 2008 - May 2010

Skills
Banking, Accounting, Sales, Human Resources, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Risk Management, Negotiation, Property Tax, Judgment Collections, Background Checks, Conducting Interviews, Social Media, Public Speaking, Marketing Strategy, Budgets, Event Planning

Education
Purdue University   2006 — 2008
Organizational Leadership

Concord Community High School   2002 — 2006

Tereza Karayan Tereza Karayan Greater Los Angeles Area Details
Tereza Karayan's Heritage Financial Group, Inc Experience May 2007 - October 2009
Job Tax Accountant
Industry Accounting
Experience
Reliance Steel & Aluminum Co.   September 2014 - Present
California State University  October 2012 - Present
Carolyn Fox CPA Firm   January 2013 - May 2013
Macy's  October 2012 - December 2012
Vend1, Inc   January 2011 - December 2011
Heritage Financial Group Inc  May 2007 - October 2009

Skills
Accounting, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, GAAP, Tax, Account Reconciliation, Income Tax, Internal Controls, PowerPoint, Microsoft Excel, Microsoft Word

Education
California State University-Northridge   2012 — 2014
Bachelor's degree, Accounting

Los Angeles Community College   2010 — 2012
Associate of Arts, Economics

Brennen Ricks Brennen Ricks San Antonio, Texas Details
Brennen Ricks's Heritage Financial Group, Inc Experience July 2010 - October 2010
Job Banking & Financial Services Professional. CFA Levell II Candidate.
Industry Banking
Experience
USAA  June 2015 - Present
University of Washington, Michael G. Foster School of Business   January 2014 - June 2015
Austin Energy  June 2014 - August 2014
Pacific Continental Bank  January 2014 - March 2014
Fidelity Investments  November 2010 - August 2013
Operation Smile 5k   January 2008 - September 2012
Heritage Financial Group Inc.  July 2010 - October 2010

Skills
Investments, Mutual Funds, Finance, Financial Accounting, IRAs, Training Facilitation, Stock Trading, Teaching, Leadership, Project Management, Series 7, Options Trading, Event Management, Research & Analysis, Options, Team Facilitation, Financial Analysis, Microsoft Office, Equities, Analysis, Financial Planning, Microsoft Excel, Strategy, Series 63, Data Analysis, Investment Tax Reporting, Management, Banking

Education
University of Washington, Michael G. Foster School of Business   2013 — 2015
Master of Business Administration (MBA)

Brigham Young University   2004 — 2010
Business Management, Finance

James Schramm James Schramm Greater Los Angeles Area Details
James Schramm's Heritage Financial Group, Inc Experience April 2009 - November 2009
Job Financial Advisor at Schramm Financial
Industry Financial Services
Experience
Schramm Financial   April 2015 - Present
Fidelity Investments  October 2011 - April 2015
TD Ameritrade  November 2010 - November 2011
Merrill Lynch  November 2009 - November 2010
Heritage Financial Group Inc.  April 2009 - November 2009

Education
Brigham Young University   2002 — 2008
Business Management, Financial Services

Brigham Young University   2002 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Hart High School

Hart High School

Dan Fulmer Dan Fulmer Franklin, Michigan Details
Dan Fulmer's Heritage Financial Group, Inc Experience January 1989 - 2014
Job Personal Banker at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank  October 2005 - Present
Heritage Financial Group, Inc   January 1989 - 2014
Fifth Third Bank  2002 - 2005

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

Education
University of Indianapolis   1990 — 1993
Bachelor's Degree, Social Psychology

Rita Tiffany Rita Tiffany Elkhart, Indiana Details
Rita Tiffany's Heritage Financial Group, Inc Experience January 2010 - Present
Job Loan Processor at Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   January 2010 - Present
Hillcrest  August 2006 - May 2009
Chiphone Federal Credit Union   June 1990 - April 1998

Skills
Customer Service, Data Entry, Notary Public, Microsoft Excel

Education
Bethel College   1988 — 1990

Bruno DeJesus Bruno DeJesus Elkhart, Indiana Area Details
Bruno DeJesus's Heritage Financial Group, Inc Experience December 2009 - Present
Job CFO Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   December 2009 - Present
Sports With a Purpose (SWAP)   November 2011 - Present
Granger Community Church  September 2009 - Present
Heritage Financial Group, Inc   January 2005 - December 2009
Quick Auto/ Heritage Acceptance   January 2005 - December 2009
Hope SFC   January 2005 - May 2009
Dylux Technologies   2005 - 2006
Panera Bread Franchisee- Knead Bread LLC   January 2002 - August 2004
Panera Bread  January 2001 - December 2001
Quality Dining, Inc.   August 2000 - December 2000

Skills
Financial Analysis, Due Diligence, Financial Modeling, Financial Management, Internal Controls, Budgeting, Financial Reporting, Excel, Forecasting, Negotiation, Process Improvement, Team Building, Team Leadership, Microsoft Dynamics ERP, Microsoft Excel, Budgets, Managerial Finance, Finance, Leadership, Access, SAP, Business Development, Business Planning, Accounts Receivable, US GAAP, Valuation, Auditing, Business Strategy, Mergers, Management, Sarbanes-Oxley Act, ERP, Financial Accounting, Accounts Payable, Manufacturing, Tax, Internal Audit, Strategic Financial..., Management Consulting, General Ledger, Cash Management, Non-profits, Cost Accounting, Coaching, Operations Management, Cash Flow, Start-ups, Strategic Planning, SEC filings, Analysis

Education
Indiana University South Bend   2006 — 2008
MBA, Business and Finance

Bethel College   1996 — 2000
BA, Business Adm. Minor- Accounting

Jason Roberts Jason Roberts Daytona Beach, Florida Area Details
Jason Roberts's Heritage Financial Group, Inc Experience February 1992 - May 1994
Job Founder JKR Investment Group Inc.
Industry Real Estate
Experience
www.TheDealMagnet.com   August 1996 - Present
JKR & Associates Inc   1995 - Present
WNZF Radio Station   2012 - 2015
WNZF Radio Station   2012 - 2015
WNZF Radio Station   2012 - 2015
www.SellMyHouse.com   August 2005 - 2009
www.AmericasBestRehabs.com   1996 - 2009
Heritage Financial Group Inc  February 1992 - May 1994

Skills
Online Auctions, Real Estate, Investment Properties, Motivational Speaking, REO, Investor Relations, Investors, Foreclosures, Apartments, Asset Management, Brokerage, Business Development, Commercial Real Estate, Condos, Disposition, Entrepreneurship, First Time Home Buyers, Investments, Joint Ventures, Lead Generation, Listings, Luxury, Management, Marketing, Negotiation, Property, Property Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Investor, Real Estate Transactions, Real Property, Referrals, Relocation, Rentals, Residential Homes, Sales, Sellers, Selling, Short Sales, Single Family Homes, Small Business, Strategic Partnerships

Education
BA of Science   1987 — 1992
Finance and Management, Finance, General

Bradley University   1987 — 1992
Bachelors, Finance, Marketing, Economics

ANGIE PENNINGTON ANGIE PENNINGTON Louisville, Kentucky Area Details
ANGIE PENNINGTON's Heritage Financial Group, Inc Experience August 2008 - Present
Job DEALER DEVELOPMENT MANAGER at Heritage Financial Group, Inc
Industry Automotive
Experience
Heritage Financial Group, Inc   August 2008 - Present
Nuvell credit corp   September 1999 - June 2007

Skills
Marketing, Territory building, Training & Development, Finance and insurance, Team Building, Negotiation, Sales Operations, Sales Presentations, Team Leadership, Sales, New Business Development, Sales Management, Inventory Management, Employee Training, Selling, Territory Building, Financial Analysis, Contract Negotiation, Cold Calling, Sales Process

Education
University of Louisville

Eric Barbour Eric Barbour Orange County, California Area Details
Eric Barbour's Heritage Financial Group, Inc Experience October 2008 - September 2009
Job Recent UCLA MBA grad. Passionate about helping companies grow. Looking to enter a growing software company or VC
Industry Computer Software
Experience
Watertower Group   July 2015 - Present
UCLA VC Fund  June 2015 - Present
Bank of America  August 2013 - April 2015
G5 Search Marketing  January 2012 - July 2013
Property Solutions International Inc.  December 2010 - December 2011
Property Solutions International Inc.  February 2010 - December 2010
Property Solutions International Inc.  November 2009 - February 2010
Heritage Financial Group Inc.  October 2008 - September 2009

Skills
Product Marketing, Product Management, Agile Project Management, Agile Methodologies, Account Management, Marketing Strategy, SaaS, Project Management, Training, Business Development, Business Strategy, E-commerce, Analytics, Marketing, Management, Sales

Education
UCLA Anderson School of Management   2012 — 2015
Master of Business Administration (MBA)

University of California, Irvine   2002 — 2008
B.S., Applied Physics

Mandi Bowser Mandi Bowser South Bend, Indiana Details
Mandi Bowser's Heritage Financial Group, Inc Experience November 2011 - January 2012
Job ER Scribe at ScribeAmerica
Industry
Experience
ScribeAmerica  May 2014 - Present
Indiana University South Bend  August 2011 - May 2015
Heritage Financial Group, Inc   November 2011 - January 2012
Heritage Financial Group, Inc   March 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Teamwork, English, Windows, Team Building

Education
Indiana University South Bend   2011 — 2015
Psychology

Kelly Mammon Kelly Mammon South Bend, Indiana Area Details
Kelly Mammon's Heritage Financial Group, Inc Experience April 2015 - Present
Job Heritage Financial Group
Industry Financial Services
Experience
Heritage Financial Group, Inc   April 2015 - Present
Amish Acres  March 2013 - Present
Bremen T-ball/Transition League   February 2009 - June 2015
Bankers Life and Casualty Company  June 2014 - April 2015
Inn at Amish Acres   January 2014 - March 2014
Bremen Elementary-Middle School PTO   January 2008 - May 2012

Skills
Fundraising, Event Planning, Event Management, Volunteer Management, Community Outreach, Team Building, Nonprofits, Public Relations, Social Media, Strategic Planning, Microsoft Office, Public Speaking, Research, Customer Service, Community Development, Leadership Development, Facebook

Education
Indiana University South Bend   1997 — 1998
Fine/Studio Arts, General

Casey Claypool Casey Claypool Fort Wayne, Indiana Area Details
Casey Claypool's Heritage Financial Group, Inc Experience June 2006 - December 2007
Job Focused on Continuous Improvement
Industry Information Technology and Services
Experience
Our Sunday Visitor  November 2014 - Present
Our Sunday Visitor  April 2012 - November 2014
Imaging Office Systems  February 2011 - April 2012
Lincoln Financial Group  December 2007 - February 2011
Heritage Financial Group, Inc   June 2006 - December 2007
McDonald's Corporation  June 2002 - June 2006

Skills
Customer Service, Team Leadership, Process Improvement, Project Management, Analysis, Microsoft Office, Microsoft Word, Software Documentation, Management, Team Building, Access, Time Management, Communication, Outlook, Lean Thinking, Value Stream Mapping, Problem Solving, Automation, Databases, Documentation, Excel, Teamwork, Employee Training, Customer Satisfaction, Inventory Management, Customer Relations, Word, Windows, Spreadsheets, Administration, Imaging, Troubleshooting, Research, Data Analysis, Scheduling, Microsoft Excel, Sales, Invoicing, Billing Process, Credit Analysis, Business Process Mapping, Standardized Work, 5S, Kaizen

Education
Indiana Institute of Technology   2013 — 2014
Bachelor's degree, Business Administration, Management and Operations, Production, GPA: 3.93 (Summa Cum Laude)

Indiana Institute of Technology   2011 — 2013
Associate's degree, Business Administration, Management and Operations, 3.94

Edwardsburg High School   2000 — 2004

Process Mapping

Nicole Flora Nicole Flora Elkhart, Indiana Details
Nicole Flora's Heritage Financial Group, Inc Experience December 2013 - Present
Job Accounts Payable Processor at Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   December 2013 - Present
St. Joseph Regional Medical Center  February 2012 - April 2013
Parkview Health  2010 - September 2011
The Children's Health Center   2001 - 2007
Parkview Whitley Hospital  1999 - 2001
Passages, Inc.   1989 - 1995

Skills
Accounts Payable, PowerPoint, Customer Service, Great Plains Software, 10 Key, Payroll, Invoicing, Invoice Processing, Medical Coding, Administrative..., Microsoft Word, Microsoft Excel, Medical Office, Administrative...

Education
Medtech College-Ft Wayne Campus   2009 — 2011
Medical Billing/Coding

Columbia City High School   1984 — 1988
Business

Sterando Davis Sterando Davis Jacksonville, Illinois Details
Sterando Davis's Heritage Financial Group, Inc Experience October 2012 - Present
Job Property/Sales Manager
Industry Real Estate
Experience
Heritage Financial Group, Inc   October 2012 - Present

Skills
Continuous Improvement, Microsoft Office, Customer Service, Manufacturing, Operations Management, Team Building, Account Management, Forecasting, Sales Management, Microsoft Word, 5S, Budgets

Education
Ashford University   2010 — 2012
Master of Arts (MA), Organizational Management/Human Resources

Wayne State University   1996 — 2003
Bachelor of Arts (BA), Speech Communication and Rhetoric

Dani Cocanower Dani Cocanower Elkhart, Indiana Area Details
Dani Cocanower's Heritage Financial Group, Inc Experience July 2008 - October 2008
Job OTA Case Manager at City of Elkhart
Industry Executive Office
Experience
City of Elkhart, Building & Code Enforcement   August 2014 - Present
Elkhart Police Department   August 2011 - August 2014
City of Elkhart  2009 - November 2011
Heritage Financial Group Inc  July 2008 - October 2008
Century Fiberglass   November 2007 - May 2008
UPS  April 2006 - March 2007

Skills
Invoicing, Software Documentation, Spreadsheets, Accounting, Customer Service, Microsoft Office, Policy, Human Resources, Outlook, Budgets, Microsoft Word, Government, Nonprofits, Team Building, Employee Relations, Leadership, Public Speaking

Education
Davenport University   2004 — 2006
Associates, Business Administration

Davenport University
Associate's degree, Business/Commerce, General

Glen Kauffmann Glen Kauffmann Elkhart, Indiana Area Details
Glen Kauffmann's Heritage Financial Group, Inc Experience 1998 - Present
Job CTO at Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   1998 - Present

Skills
Financial Analysis, Social Media, Process Improvement, Team Building, Real Estate Transactions, Analysis, Network Administration, Public Speaking, Negotiation, Collaborative Problem..., Strategic Planning, Teaching, Nonprofits, Customer Service, New Business Development, Training, Management, Sales Management, Community Outreach, Event Planning, Sales, Public Relations

Education
Goshen College   1994 — 1998
Bachelors, Business

Annette Dardis Annette Dardis West Palm Beach, Florida Area Details
Annette Dardis's Heritage Financial Group, Inc Experience August 1997 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Marriott Vacation Club International  March 2008 - May 2010
U.S. Auto Credit   September 2004 - September 2007
Heritage Financial Group, Inc   August 1997 - September 2004

Education
Ivy Tech Community College   1994 — 1995
Associates, Accounting

Lori Zielinski Lori Zielinski South Bend, Indiana Area Details
Lori Zielinski's Heritage Financial Group, Inc Experience January 1998 - July 1999
Job Report and Data Manager at Select Health Network
Industry Insurance
Experience
Select Health Network  September 2001 - Present
Centis, Consumer Products Division   July 2000 - August 2001
Heritage Financial Group, Inc   January 1998 - July 1999
WFS Financial  June 1996 - November 1997
United Federal Credit Union  July 1995 - July 1996

Skills
Databases, Access, Experience in the..., Business Analysis, Capitation payment..., Access Database, Data Warehousing, Data Analysis, Process Improvement, Business Intelligence, Microsoft Excel, Networking, Analysis, SQL, Visio, Requirements Gathering

Education
Indiana University   1992 — 1995
BA

Indiana University Bloomington

Kathy Hardin Kathy Hardin Greater St. Louis Area Details
Kathy Hardin's Heritage Financial Group, Inc Experience November 2006 - May 2007
Job Manufactured Housing
Industry Photography
Experience
Heritage Financial Group, Inc   November 2006 - May 2007
Baird Homes Inc   January 2004 - November 2006
Salem Mobile & Modular Homes   March 1995 - January 2004

Skills
Investment Properties

Education
Kaskaskia College   2007 — 2008
Medical Terminology/Biology/Anatomy

Sales Seminars   2003 — 2006
Selling Skills and Sales Operations

Customer Service Seminar   2001 — 2001
Customer Service Management

Kaskaskia College   1988 — 1990
Business Administration and Management, General

Marquita Johnson Marquita Johnson Elkhart, Indiana Details
Marquita Johnson's Heritage Financial Group, Inc Experience October 2011 - Present
Job Credit Funder at Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   October 2011 - Present

Education
Robert Morris College
Diploma, Business Management

Amy Hapner Amy Hapner Elkhart, Indiana Details
Amy Hapner's Heritage Financial Group, Inc Experience August 2010 - Present
Job Credit Analyst at Heritage Financial Group, Inc
Industry Real Estate
Experience
Heritage Financial Group, Inc   August 2010 - Present
Kampco Steel Products   June 2003 - September 2006
Atlas Die, LLC  June 2000 - July 2003

Skills
Financial Analysis, Due Diligence, Cash Flow, Accounting, Disposition, Analysis, Negotiation, Microsoft Excel, Credit Analysis, Loans, Credit, Process Improvement

Education
Elkhart Memorial   1975 — 1977

Brown Mackie College-South Bend

Ashley Slaughter Ashley Slaughter Elkhart, Indiana Area Details
Ashley Slaughter's Heritage Financial Group, Inc Experience July 2013 - August 2014
Job 911 Dispatcher at PSCC
Industry Insurance
Experience
PSCC   August 2014 - Present
Heritage Financial Group, Inc   July 2013 - August 2014
Subway  February 2013 - July 2013
Chiphone Federal Credit Union   October 2012 - March 2013
T  June 2008 - October 2012

Skills
Analysis, Microsoft Excel, Microsoft Office, Accurate Data Entry, Communication, Always Punctual, Highly Dedicated, able to maintain..., Highly motivated..., Resourceful..., able to make quick..., able to work under..., Credit

Education
Ivy Tech Community College   2010 — 2014
Associate of Science (A.S.), Business Administration

Indiana State University
Insurance risk Management, Insurance