Innovative Financial Solutions
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Innovative Financial Solutions Employees
Employee
Years
Job
Industry
Kevin Fallis Kevin Fallis's Innovative Financial Solutions Experience 1997 - 2006
Job Tech Recruiter at Arsenal Recruiting Group
Industry Staffing and Recruiting
Experience
Arsenal Recruiting Group 2012 - Present
Service Corporation International 2008 - 2011
Innovative Financial Solutions 1997 - 2006
Skills
Sales, Team Building, Coaching, Marketing, Sales Management, Technical Recruiting, Client Development, Negotiation
Education
San Diego City College
Arsenal Recruiting Group 2012 - Present
Service Corporation International 2008 - 2011
Innovative Financial Solutions 1997 - 2006
Skills
Sales, Team Building, Coaching, Marketing, Sales Management, Technical Recruiting, Client Development, Negotiation
Education
San Diego City College
Eric Keffer Eric Keffer's Innovative Financial Solutions Experience April 2007 - Present
Job Owner at Innovative Financial Solutions
Industry Real Estate
Experience
Innovative Financial Solutions April 2007 - Present
Skills
Real Estate Investor
Education
Community College of the Air Force 1989 — 1991
Associate's Degree, IT
Innovative Financial Solutions April 2007 - Present
Skills
Real Estate Investor
Education
Community College of the Air Force 1989 — 1991
Associate's Degree, IT
Brian Phelps Brian Phelps's Innovative Financial Solutions Experience April 1996 - June 2000
Job Vice President at US Bank
Industry Banking
Experience
US Bank June 2007 - Present
Heartland Business Credit August 2006 - June 2007
Wells Fargo Financial June 2000 - July 2006
Innovative Financial Solutions April 1996 - June 2000
Tokai Financial Services, Inc. June 1987 - June 1996
Skills
Business Development, Program Management, Sales Process, Commercial Lending, Credit, Loans, Asset Based Lending, Portfolio Management, Credit Risk, Finance, Structured Finance, Financial Services, Financial Analysis, Relationship Management, Risk Management, Sales Management, Executive Management, Small Business Lending, Sales
Education
University of Delaware 1972 — 1976
Bachelor of Science (B.S.), Business/Engineering
John Dickinson 1969 — 1972
US Bank June 2007 - Present
Heartland Business Credit August 2006 - June 2007
Wells Fargo Financial June 2000 - July 2006
Innovative Financial Solutions April 1996 - June 2000
Tokai Financial Services, Inc. June 1987 - June 1996
Skills
Business Development, Program Management, Sales Process, Commercial Lending, Credit, Loans, Asset Based Lending, Portfolio Management, Credit Risk, Finance, Structured Finance, Financial Services, Financial Analysis, Relationship Management, Risk Management, Sales Management, Executive Management, Small Business Lending, Sales
Education
University of Delaware 1972 — 1976
Bachelor of Science (B.S.), Business/Engineering
John Dickinson 1969 — 1972
Chad Gay Chad Gay's Innovative Financial Solutions Experience September 2012 - November 2013
Job Senior Account Manager at NCR Corporation
Industry Financial Services
Experience
NCR Corporation November 2013 - Present
Innovative Financial Solutions September 2012 - November 2013
PNC Financial Services Group January 2010 - August 2012
PNC Bank January 2010 - October 2010
FreedomPay Inc March 2009 - November 2009
RBS WorldPay, Inc. April 2007 - May 2009
RBS WorldPay, Inc. September 2005 - April 2007
RBS WorldPay, Inc. December 2003 - December 2004
Payment Technologies Inc February 2000 - December 2002
Concord Hospitality Company June 1996 - April 1999
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Payments, Debit Cards, Credit Cards, Payment Gateways, Mobile Payments, Banking, Payment Systems, Sales Management, Relationship Management, Account Management, Credit, Acquiring, Portfolio Management, Retail Banking, Treasury Management, Cross Selling, Sales, Financial Services, ACH, Mergers & Acquisitions, Cards, Loans, Small Business Lending, Commercial Lending, Consumer Lending
Education
University of Pittsburgh 1994 — 1998
BS, Business General Management
Bradford School
A.A.S., Hospitality Management
NCR Corporation November 2013 - Present
Innovative Financial Solutions September 2012 - November 2013
PNC Financial Services Group January 2010 - August 2012
PNC Bank January 2010 - October 2010
FreedomPay Inc March 2009 - November 2009
RBS WorldPay, Inc. April 2007 - May 2009
RBS WorldPay, Inc. September 2005 - April 2007
RBS WorldPay, Inc. December 2003 - December 2004
Payment Technologies Inc February 2000 - December 2002
Concord Hospitality Company June 1996 - April 1999
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Payments, Debit Cards, Credit Cards, Payment Gateways, Mobile Payments, Banking, Payment Systems, Sales Management, Relationship Management, Account Management, Credit, Acquiring, Portfolio Management, Retail Banking, Treasury Management, Cross Selling, Sales, Financial Services, ACH, Mergers & Acquisitions, Cards, Loans, Small Business Lending, Commercial Lending, Consumer Lending
Education
University of Pittsburgh 1994 — 1998
BS, Business General Management
Bradford School
A.A.S., Hospitality Management
Nathan Clark (LUTCF) Nathan Clark (LUTCF)'s Innovative Financial Solutions Experience June 2015 - Present
Job Financial Professional helping families and business owners to create, build, and preserve wealth
Industry Financial Services
Experience
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Innovative Financial Solutions June 2015 - Present
Eagle Strategies, LLC (New York Life Company) September 2013 - Present
New York Life Securities LLC May 2009 - Present
New York Life Insurance Company December 2008 - Present
New York Life Insurance Company December 2012 - March 2015
Wells Fargo Financial January 2008 - August 2008
Skills
Business Planning, Customer Service, Disability Insurance, Estate Planning, Fixed Annuities, Insurance, Leadership, Life Insurance, Recruiting, Retirement Planning, Training, Financial Services, IRAs
Education
University of Iowa 2003 — 2008
Bachelors, Communication Studies, Business, Entreprenurship
Jannis McCollier Jannis McCollier's Innovative Financial Solutions Experience May 2011 - August 2011
Job Mortgage Analyst
Industry Financial Services
Experience
MCT Trading July 2014 - Present
Southeast Missouri State University August 2013 - December 2013
Rebuilding Together June 2013 - August 2013
Heartwarming Interior, Inc. May 2012 - May 2013
Innovative Financial Solutions May 2011 - August 2011
Southeast Missouri State University January 2009 - May 2011
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Budgets, Mortgage Banking, Mortgage Lending, Residential Mortgages, Analysis, QuickBooks, Payroll, Accounts Receivable, Fundraising, Data Entry, Customer Service
Education
University of California, San Diego 2015 — 2016
Professional Accounting Certificate, Continuing Education, Accounting
Southeast Missouri State University 2008 — 2013
Bachelors of Science, Business Administration; Finance
MCT Trading July 2014 - Present
Southeast Missouri State University August 2013 - December 2013
Rebuilding Together June 2013 - August 2013
Heartwarming Interior, Inc. May 2012 - May 2013
Innovative Financial Solutions May 2011 - August 2011
Southeast Missouri State University January 2009 - May 2011
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Budgets, Mortgage Banking, Mortgage Lending, Residential Mortgages, Analysis, QuickBooks, Payroll, Accounts Receivable, Fundraising, Data Entry, Customer Service
Education
University of California, San Diego 2015 — 2016
Professional Accounting Certificate, Continuing Education, Accounting
Southeast Missouri State University 2008 — 2013
Bachelors of Science, Business Administration; Finance
Kyle Principe's Innovative Financial Solutions Experience 2014 - 2014
Job Internal Auditor Allstate
Industry Insurance
Experience
Allstate June 2014 - Present
Young Entrepreneurs Across America January 2012 - May 2014
Innovative Financial Solutions 2014 - 2014
Skills
Management, Customer Service, Public Speaking, Recruiting, Leadership, Sales, Time Management, Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Entrepreneurship, Team Leadership, Financial Analysis, Cold Calling, Social Networking, Finance, Sales Management, Internal Audit, Accounting, Auditing, IT Audit
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's degree, Accounting and Finance
Allstate June 2014 - Present
Young Entrepreneurs Across America January 2012 - May 2014
Innovative Financial Solutions 2014 - 2014
Skills
Management, Customer Service, Public Speaking, Recruiting, Leadership, Sales, Time Management, Microsoft Excel, Marketing, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Entrepreneurship, Team Leadership, Financial Analysis, Cold Calling, Social Networking, Finance, Sales Management, Internal Audit, Accounting, Auditing, IT Audit
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's degree, Accounting and Finance
Darryl Casey Darryl Casey's Innovative Financial Solutions Experience October 2010 - April 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2012 - Present
Innovative Financial Solutions October 2010 - April 2012
Education
Belmont University 1994 — 1997
BS, Exercise Science
Edward Jones 2012 - Present
Innovative Financial Solutions October 2010 - April 2012
Education
Belmont University 1994 — 1997
BS, Exercise Science
Derek Budd's Innovative Financial Solutions Experience June 2012 - August 2012
Job Student at Indiana University Kelley School of Business
Industry Accounting
Experience
Innovative Financial Solutions June 2012 - August 2012
McDonald’s April 2006 - July 2010
Eagle Crest Financial Services & Gary P. Budd, CPA January 2009 - April 2010
Skills
QuickBooks, Accounting, Tax, Tax Returns, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Modeling, PowerPoint, Access, Microsoft Office, Microsoft Word, Finance, Corporate Finance, Data Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2010 — 2015
Indiana University - Kelley School of Business 2010 — 2014
Bachelors, Business Administration; Accounting and Finance
Indiana University Bloomington
Kelley School of Business Direct Admit
Innovative Financial Solutions June 2012 - August 2012
McDonald’s April 2006 - July 2010
Eagle Crest Financial Services & Gary P. Budd, CPA January 2009 - April 2010
Skills
QuickBooks, Accounting, Tax, Tax Returns, Financial Analysis, Microsoft Excel, Financial Accounting, Financial Modeling, PowerPoint, Access, Microsoft Office, Microsoft Word, Finance, Corporate Finance, Data Analysis, Customer Service
Education
Indiana University - Kelley School of Business 2010 — 2015
Indiana University - Kelley School of Business 2010 — 2014
Bachelors, Business Administration; Accounting and Finance
Indiana University Bloomington
Kelley School of Business Direct Admit
Dan Mayo's Innovative Financial Solutions Experience November 1997 - February 1999
Job Regional Finance Manager at Stryker
Industry Financial Services
Experience
Stryker March 2007 - Present
Wells Fargo Financial February 2005 - February 2007
Canon Financial Services, Inc. March 1999 - January 2005
Innovative Financial Solutions November 1997 - February 1999
Tokai Financial Services September 1989 - October 1997
Skills
Credit, Sales Process, Sales Management, Account Management, Finance, Sales, Strategic Planning, Pricing, Business Development, Forecasting, Contract Negotiation, Process Improvement, Cross-functional Team..., Relationship Management, Marketing Strategy, Competitive Analysis, Leadership, CRM, Strategy, Business Planning, Management, Budgets, Negotiation, New Business Development
Education
Saint Joseph's University 1986 — 1989
BS, Marketing
Stryker March 2007 - Present
Wells Fargo Financial February 2005 - February 2007
Canon Financial Services, Inc. March 1999 - January 2005
Innovative Financial Solutions November 1997 - February 1999
Tokai Financial Services September 1989 - October 1997
Skills
Credit, Sales Process, Sales Management, Account Management, Finance, Sales, Strategic Planning, Pricing, Business Development, Forecasting, Contract Negotiation, Process Improvement, Cross-functional Team..., Relationship Management, Marketing Strategy, Competitive Analysis, Leadership, CRM, Strategy, Business Planning, Management, Budgets, Negotiation, New Business Development
Education
Saint Joseph's University 1986 — 1989
BS, Marketing
Richard Kroger's Innovative Financial Solutions Experience 2013 - Present
Job Banking Professional
Industry Banking
Experience
Innovative Financial Solutions 2013 - Present
Diamond Business Credit October 2010 - November 2011
US Dept. of Agriculture March 2010 - September 2010
Commercial Finance Group October 2008 - June 2009
National Penn Bank 2004 - 2006
Skills
Commercial Lending, Small Business Lending, Asset Based Lending, Banking, Loans, USDA, Mortgage Lending, Relationship Management, Credit, Credit Analysis, Credit Risk, Consumer Lending, Retail Banking, Commercial Banking, Cross Selling, Lines Of Credit, Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1982
BA, Accounting, Marketing
Innovative Financial Solutions 2013 - Present
Diamond Business Credit October 2010 - November 2011
US Dept. of Agriculture March 2010 - September 2010
Commercial Finance Group October 2008 - June 2009
National Penn Bank 2004 - 2006
Skills
Commercial Lending, Small Business Lending, Asset Based Lending, Banking, Loans, USDA, Mortgage Lending, Relationship Management, Credit, Credit Analysis, Credit Risk, Consumer Lending, Retail Banking, Commercial Banking, Cross Selling, Lines Of Credit, Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1982
BA, Accounting, Marketing