Integrated Financial Group

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Integrated Financial Group Employees

Employee
Years
Job
Industry
Jenna Pegram Jenna Pegram Bensalem, Pennsylvania Details
Jenna Pegram's Integrated Financial Group Experience August 2007 - November 2013
Job Loan Processor
Industry Financial Services
Experience
Seckel Capital  September 2014 - Present
TONI&GUY  February 2014 - August 2014
CenTrak  October 2013 - January 2014
Integrated Financial Group   August 2007 - November 2013

Skills
Mortgage Lending, Loans, Banking, Credit, Investments, Microsoft Excel, Credit Analysis, Finance, Financial Analysis, Refinance, Mortgage Banking, PowerPoint

Education
Art Institute of Philadelphia   2007 — 2011
Fashion Merchandising

Bucks County Community College

Kenya R. Bradley Kenya R. Bradley Cornelius, North Carolina Details
Kenya R. Bradley's Integrated Financial Group Experience April 2012 - July 2012
Job Living and Loving Life
Industry Banking
Experience
Wells Fargo  March 2014 - Present
Sun National Bank  June 2013 - 2014
Real Estate Mortgage Network (REMN)   July 2012 - June 2013
Integrated Financial Group   April 2012 - July 2012
Bank of America  October 2009 - March 2012
State of NJ Dept of Labor   February 2009 - October 2009
Chase Home Finance LLC  September 2006 - August 2008
Commerce Bank Corporation   November 2004 - September 2006

Skills
Loans, FHA, Mortgage Lending, USDA Rural Housing, FHA financing, VA Financing, Investment Properties, USDA, Refinance, Underwriting, VA loans, Banking, Mortgage Banking, Residential Mortgages, Loan Origination, Mortgage Underwriting, Credit, FHA Financing, VA Loans

Education
Liberty University   2012 — 2017

Brian Andelin Brian Andelin Salt Lake City, Utah Details
Brian Andelin's Integrated Financial Group Experience June 2008 - December 2008
Job Mentor at Telos RTC
Industry Mental Health Care
Experience
Telos RTC  June 2011 - February 2015
Brigham Young University  2010 - 2013
Integrated Financial Group   June 2008 - December 2008
LDS Business College  January 2008 - April 2008

Skills
Adolescents, Teaching, Psychology, Treatment, Research, Analysis, Mental Health, Crisis Intervention, Digital Marketing, Branding

Education
Market Campus   2014 — 2014
9 Week Digital Marketing Bootcamp

Brigham Young University   2009 — 2011
Bachelor of Science (BS), Psychology

LDS Business College   2007 — 2008
Associate of Science (AS), Business

Bryan Eick Bryan Eick New Baltimore, Michigan Details
Bryan Eick's Integrated Financial Group Experience February 2013 - August 2014
Job Financial Experience
Industry Financial Services
Experience
Guardian Alarm  August 2014 - May 2015
Integrated Financial Group   February 2013 - August 2014
Five Brothers Default Management Solutions  December 2011 - January 2013
General Motors  February 2011 - August 2011
Partridge Creek Mall   May 2008 - February 2011

Skills
Microsoft Excel, Finance, Management, QuickBooks, Microsoft Project, Microsoft Word, Microsoft Access, Mastermind, SAP, Bookkeeping, Financial Planning, Customer Service, Microsoft Office, Strategic Planning, Problem Solving

Education
Michigan State University   2005 — 2009
Bachelor of Arts (BA), Finance, General

Kaleigh Baker Kaleigh Baker Salt Lake City, Utah Details
Kaleigh Baker's Integrated Financial Group Experience January 2013 - Present
Job Practice Manager
Industry Financial Services
Experience
Integrated Financial Group   January 2013 - Present
Consumer Referral Agency   2011 - 2012
Oakley  May 2011 - December 2011
O'Kealakai   January 2011 - May 2011
Coto Valley Country Club   August 2009 - July 2010
University Marelich Mechanical   June 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, leads360, Outlook, Register, Sales, Customer Service, Flexible Schedule, Computers, Communication, Time Management, Data Entry, Finance, Telephone Skills, PowerPoint, Training, Management, Spreadsheets

Education
University of Hawaii at Manoa   2010 — 2011
Communication and Media Studies, 3.5

Saddleback College   2008 — 2010
Associate's degree, General Studies, 3.7

Sam Clark Sam Clark Salt Lake City, Utah Details
Sam Clark's Integrated Financial Group Experience January 1989 - Present
Job Partner, Integrated Financial Group
Industry Financial Services
Experience
Integrated Financial Group   January 1989 - Present
Lincoln Financial Advisors  July 1999 - February 2013
John Hancock Financial Services  June 1989 - July 1999

Skills
Business Strategy, Estate Planning, Risk Management, Strategic Planning, Management Consulting, Tax Advisory, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Succession Planning, Finance, Asset Management, Strategy Coordinator, Business Planning, Business Development, Estate Tax Planning, Financial Modeling, Financial Planners, Financial Reporting, Investment Strategies, Mergers, New Business Development, Personal Finance, Private Equity, Real Estate, Retirement Planning, Start-ups, Strategy, Tax, Wealth, Small Business, Entrepreneurship, Wealth Accumulation, Due Diligence, Investment Advisory, Valuation, Management, Financial Advisory, Wealth Management...

Education
Ricks College   1982 — 1984
Bachelor of Business Administration (B.B.A.)

Brian McDade Brian McDade Greater Philadelphia Area Details
Brian McDade's Integrated Financial Group Experience October 2008 - March 2009
Job Business Development Representative at Orion Fleet Intelligence
Industry Information Technology and Services
Experience
Orion Fleet Intelligence  March 2015 - Present
Asset-Map, LLC   February 2015 - March 2015
Preferred 1 Mortgage Relief   April 2012 - August 2012
Choice1Mortgage Relief   September 2011 - March 2012
Consumer Debt Solutions   April 2009 - April 2011
Integrated Financial Group   October 2008 - March 2009
Scherrer Resources   January 1997 - September 2008

Skills
Customer Service, Sales, Negotiation, Account Management, Microsoft Office, Credit, New Business Development, Loan Modifications, Recruiting, Forensic Mitigation, CRM, Marketing, Management, Salesforce.com, Lead Generation, Solution Selling, Sales Process, Direct Sales, Databases, Pre-sales

Education
Eastern University   1992 — 1994
BA, Business Organization Management

Temple University   1981 — 1982
Mass Media

Bucks County Community College   1977 — 1980
Mass Media/Journalism

Staci Rubin Staci Rubin Greater Philadelphia Area Details
Staci Rubin's Integrated Financial Group Experience March 2009 - January 2011
Job Mortgage Loan Originator at Annie Mac Home Mortgage nmls #196738
Industry Financial Services
Experience
Annie Mac Home Mortgage an equal housing lender   January 2014 - Present
Residential Home Funding  July 2011 - January 2014
Integrated Financial Group   March 2009 - January 2011
Integrated Financial Group   March 2009 - January 2011
Bank of America  May 2007 - January 2009
Wilmington Finance  November 2006 - May 2007
MORTGAGE LENDERS NETWORK USA  June 2004 - November 2006
HOME FOOD SERVICE   September 1994 - November 2004
Vector Marketing  May 1992 - August 1994

Skills
Banking, Cross Selling, FHA, Finance, Investment Properties, Loans, Mortgage Lending, Refinance

Education
Philadelphia University
Bachelor of Science, Business and Retail Management

william tennent

Todd Burt NMLS#189493 Todd Burt NMLS#189493 Myrtle Beach, South Carolina Area Details
Todd Burt NMLS#189493's Integrated Financial Group Experience August 2011 - May 2012
Job Loan Officer at GMAC Mortgage
Industry Financial Services
Experience
GMAC Mortgage  May 2012 - Present
Integrated Financial Group   August 2011 - May 2012
Reliance First Capital  April 2010 - August 2011
Kuranda Financial Mortgage Inc. EST1996   July 2009 - April 2010

Skills
FHA, Refinance, Debt Consolidation, Mortgage Lending, VA, Conforming, Mortgage Banking, First Time Home Buyers, Conventional, Credit, Rates, Mortgage, Loans, Referrals, FHA financing, Finance

Education
Goldey Beacom College   1985 — 1991
B.S., Marketing, Management

Alexis I. DuPont High School   1982 — 1984
Diploma

Frankfurt International School   1978 — 1982

Brian Richman Brian Richman Mount Laurel, New Jersey Details
Brian Richman's Integrated Financial Group Experience April 2012 - September 2013
Job Compliance Officer at Integrated Financial Group
Industry Banking
Experience
Self  January 1993 - Present
Integrated Financial Group   April 2012 - September 2013
Federated Lending Corporation   June 2006 - April 2012
1st Hometown Mortgage   March 2003 - June 2006

Skills
Band, Guitar, Music, Mortgage Lending, Loan Origination, Guitarist, FHA, Loans, Mortgage Banking, Bass, Residential Mortgages, Refinance, Film, Songwriting, Real Estate, FHA financing, USDA, Credit, Real Estate Financing, Compliance, Credit Analysis, Banking, Asset Management, Reverse Mortgages, Concerts, Sales, Finance, Recording, Investment Properties, First Time Home Buyers, VA loans, Musicians, Music Production, Quality Control, Composition, Acoustic Guitar, Policy & Procedure, Quality Assurance, NMLS, Licensing, Marketing, Management, Training, Construction Loans, Analysis, Music Theory

Education
Burlington County College   1991 — 1993
Music Major

Delran High School
Diploma

Chad Weizer Chad Weizer Philadelphia, Pennsylvania Details
Chad Weizer's Integrated Financial Group Experience April 2013 - September 2013
Job Realtor at Keller Williams Real Estate
Industry Information Technology and Services
Experience
Keller Williams Real Estate  November 2013 - Present
Weizer Management   September 2013 - Present
Integrated Financial Group   April 2013 - September 2013
Keller Williams Integrity First Realty  January 2012 - March 2013
Temple University  January 2009 - 2011
Z Technology Services   June 2010 - September 2010

Skills
Real Estate, Investors, Investment Properties, Buyer Representation, Residential Homes, Leases, Contract Negotiation, Microsoft Office, Vacation Homes, Short Sales, REO, Relocation, Single Family Homes, Foreclosures, Strategic Planning, Sellers, Property, Rentals, Real Estate Transactions, Property Management, First Time Home Buyers, Referrals, Listings, Selling, Condos, Commercial Real Estate, Sales, Brokerage, Luxury, Investments, Mortgage Lending, Buyers, Real Estate Development

Education
Temple University   2009 — 2012
BBA, Management Information Systems

Bucks County Community College   2006 — 2008
Associates Degree, Small Business Management

Odie Cohen Odie Cohen Greater Atlanta Area Details
Odie Cohen's Integrated Financial Group Experience April 2009 - December 2011
Job Wealth Manager at Cohen Wealth Strategies, LLC
Industry Financial Services
Experience
Cohen Wealth Strategies, LLC   January 2012 - Present
Integrated Financial Group   April 2009 - December 2011

Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Financial Advisory, Finance, Pensions, Wealth, Financial Services, Management, Wealth Management..., Wealth Accumulation

Education
McGill University   1980 — 1982
M.B.A., Finance & International Business

Richard Clive Richard Clive Greater Atlanta Area Details
Richard Clive's Integrated Financial Group Experience February 2008 - March 2009
Job Tax Staff Accountant at Bennett Thrasher LLP
Industry Financial Services
Experience
Bennett Thrasher  January 2015 - Present
Williams Benator & Libby, LLP   January 2014 - December 2014
Cherry Bekaert LLP  January 2013 - April 2013
Taylor Green CPA LLC   July 2011 - December 2012
Gyeonggido Province Education Ministry, South Korean Government   May 2009 - May 2011
Integrated Financial Group   February 2008 - March 2009
Fraser Financial   August 2007 - January 2008
United States Air Force  May 2004 - July 2007
UBS AG  January 2007 - June 2007

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Finance, Accounting, QuickBooks, Bookkeeping, Tax, Account Reconciliation, Financial Accounting, Auditing, CPA, Accounts Payable, Accounts Receivable, Financial Reporting, Outlook, Tax Preparation, Strategic Financial..., Korean Language..., Spanish Language..., Excel, Word, Pro Series Tax Software..., Income Tax, Access, Financial Analysis, Spanish, Microsoft Office, Account Management, Tax Research- RIA..., ProSystem fx Tax, ProSystem fx Engagement, FAS Asset Accounting, FAS (FKA BEST)...

Education
Georgia State University   2011 — 2013
Accounting, Accounting/Tax, n/a

Yonsei University   2009 — 2010
N/A, Korean Language, Completed Course

Kansas State University   2005 — 2007
Master of Science; 2007 Bachelor of Arts, Financial Planning;, n/a

Florida State University   2000 — 2004
B.A., Political Science & Spanish (double major), n/a

Steven Gross Steven Gross Greater Philadelphia Area Details
Steven Gross's Integrated Financial Group Experience May 2012 - October 2013
Job Mortgage Banker at Evolve Bank and Trust
Industry Financial Services
Experience
Integrated Financial Group   May 2012 - October 2013
Evolve Bank and Trust  April 2010 - March 2012
Creative Mortgage Group, Inc   April 2005 - March 2010
Assured Funding, Inc   March 2002 - February 2005
Cendant Mortgage (PHH)   April 1999 - March 2002

Skills
Organization, Integrity, Management, Leadership, Mortgage Lending, Loan Processing, Mortgage Banking, Loans, USDA, Closings, Underwriting, Customer Satisfaction, Professionalism, Team-oriented, Mortgage Underwriting, Refinance, VA loans, Sales, FHA financing, Mortgage Marketing, FHA, Reverse Mortgages, Government Loans, VA Loans, FHA Financing, Loan Origination, Credit, Residential Mortgages, Investment Properties, Real Estate, Banking, Credit Analysis, First Time Home Buyers, Finance, Customer Service, Portfolio Management

Education
Penn State University   1995 — 1999
Finance and Financial Management Services

Matthew Fischman NMLS #196605 Matthew Fischman NMLS #196605 Princeton, New Jersey Details
Matthew Fischman NMLS #196605's Integrated Financial Group Experience July 2009 - July 2011
Job Mortgage Loan Originator at Mortgage Master
Industry Banking
Experience
Mortgage Master  December 2014 - Present
Clicks To Customer   July 2010 - Present
Annie Mac Home Mortgage  July 2011 - December 2014
Integrated Financial Group   July 2009 - July 2011
Yodle Inc.  November 2008 - July 2009
Ace Mortgage Funding  August 2007 - November 2008
1st Rate Mortgage Group   March 2005 - August 2007

Skills
SEO, Management, Marketing, Online Marketing, Training, Web Design, PPC, SEM, Coaching, Web Marketing, Advertising, Business Strategy, Program Management, Lead Generation, Business Development, Business Planning, Mortgage Lending, Mortgage Banking, Residential Mortgages, Jumbo Mortgage, Loan Officers, Loan Origination, VA loans, USDA Rural Housing, FHA financing, Finance, Search Engine Submission, Search Engine Ranking, Search Advertising, SEO copywriting, Customer Service, VA Loans

Education
University of Delaware   1998 — 2002
Bachelor of Science (BS), Leadership and Consumer Economics

Ed Walsh Ed Walsh Greater Philadelphia Area Details
Ed Walsh's Integrated Financial Group Experience February 2012 - September 2013
Job Vice President/Branch Manager at Centennial Lending Group
Industry Banking
Experience
Centennial Lending Group  June 2014 - Present
Colonial Mortgage Service Company of America  December 2013 - May 2014
Integrated Financial Group   February 2012 - September 2013
Federated Lending Corp   April 2006 - February 2012
1st Hometown Mortgage   February 2003 - April 2006

Skills
USDA, FHA, Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Loans, Residential Mortgages, FHA financing, Investment Properties, First Time Home Buyers, VA loans, Reverse Mortgages, Commercial Mortgages, Underwriting, Credit, Real Estate, Construction Loans, Credit Analysis, Referrals, Government Loans, REO, Investors, Short Sales, Foreclosures, Real Estate Economics, Consumer Lending, Real Estate Financing, Banking, Condos, Mortgage Marketing, Loss Mitigation, Home Equity Loans, Certified Mortgage..., Financial Structuring, Financial Analysis, Residential Homes, Inspiration, Real Estate Transactions, Sellers

Education
Temple University   2002 — 2004
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Bucks County Community College   2000 — 2002
Associate's degree, Business Administration Finance

Christopher Picciurro, CPA, MBA, PFS, ARA Christopher Picciurro, CPA, MBA, PFS, ARA Greater Detroit Area Details
Christopher Picciurro, CPA, MBA, PFS, ARA's Integrated Financial Group Experience January 2013 - Present
Job Executive Officer & CoFounder at Integrated Financial Group
Industry Accounting
Experience
Integrated Financial Group   January 2013 - Present
Nonresident Tax Advisors, CPA   December 2011 - Present

Skills
Small Business, Financial Reporting, QuickBooks, Financial Analysis, Coaching, Corporate Tax, CPA, Tax, Accounting, Tax Research, Bookkeeping, Auditing, Financial Statements, Contract Negotiation, Accounting Applications, Tax Preparation, Financial Accounting, Financial Planners, Strategic Financial..., Training, Tax Accounting, Income Tax, Tax Returns, Payroll, Finance, Preparation, Mergers & Acquisitions, Corporate Finance, Strategy, Start-ups, Tax Law, Management, Due Diligence, GAAP, Cost Accounting, General Ledger, Entrepreneurship, Cash Flow, Managerial Finance, Financial Advisory, Financial Services, Executive Management, Cash Management, Business Valuation, Consulting, Business Planning, Account Reconciliation, Investments, International Tax, Tax Advisory

Education
University of Detroit Mercy   1999 — 2001
MBA, Finance & Economics

Michigan State University   1994 — 1997
Bachelor, Accounting

De La Salle   1989 — 1993

Wyandot Middle School

Stephen Balbi Stephen Balbi Greater Philadelphia Area Details
Stephen Balbi's Integrated Financial Group Experience November 2008 - March 2009
Job Finance Manager
Industry Automotive
Experience
Star Cadillac Buick GMC   May 2015 - Present
Barbera’s Autoland Chrysler Dodge Jeep Ram   December 2014 - May 2015
Fred Beans Nissan / Hyundai   November 2012 - December 2014
Fred Beans Nissan   June 2010 - November 2012
GMAC Mortgage  March 2009 - December 2009
Integrated Financial Group   November 2008 - March 2009
Countrywide Home Loans  October 2007 - October 2008
JP Morgan Chase Home Finance  June 2003 - October 2007
Power Windows & Siding Inc   January 2001 - June 2003

Skills
Finance, CRM, Marketing Strategy, Analysis, Training, Credit, Mortgage Lending, Sales Management, Underwriting, Negotiation, Customer Retention, Pricing, Customer Satisfaction, Team Building, Profit, Automotive, Selling, New Business Development, Account Management, Marketing, Sales Process, Sales Presentations, Customer Service, Coaching, Retail, Vehicles, Dealer Management, Contract Negotiation, Dealers, Direct Sales, Automobile, Automotive Aftermarket, Time Management, Employee Training, Outlook, Advertising, Management, Banking, Leadership, Loans, Strategic Planning, Forecasting, Process Improvement, Financial Analysis, Sales

Education
Gwynedd-Mercy College   2011 — 2013
Bachelors Degree, Business Management

The Pennsylvania State University
Business Management

Eric K. Peterson, CFP® Eric K. Peterson, CFP® Springfield, Missouri Area Details
Eric K. Peterson, CFP®'s Integrated Financial Group Experience January 2009 - July 2011
Job President of Peterson Wealth Advisors
Industry Investment Management
Experience
Peterson Wealth Advisors   July 2005 - Present
Commonwealth Financial Network  August 2011 - Present
Peterson Wealth Advisors   2001 - 2015
Integrated Financial Group   January 2009 - July 2011
Securities America, Inc. / Securities America Advisors, Inc.   July 2001 - July 2011
Heim & Young Securities, Inc./Heim & Young Advisors, Inc.   January 1996 - July 2001
Securities America, Inc./Heim & Young Advisors, Inc.   October 1991 - December 1995
American Express Financial Advisors, Inc.   August 1985 - October 1991

Skills
Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Planning, 401(k) and Retirement..., Risk Management, Investments, Securities, Financial Services, Finance

Education
Augustana College   1982 — 1983
BS, Business Administration

University of Illinois at Urbana-Champaign   1970 — 1974
Bachelor's degree, Business

Jeremy Chaudet Jeremy Chaudet Greater Philadelphia Area Details
Jeremy Chaudet's Integrated Financial Group Experience November 2012 - September 2013
Job Real Estate Professional at JCRE Holdings LLC
Industry Real Estate
Experience
Equity Real Estate, LLC  September 2015 - Present
JCRE Holdings LLC   April 2013 - Present
Kroll Bond Rating Agency, Inc.   January 2014 - July 2014
First Federal of Bucks County  September 2013 - January 2014
Integrated Financial Group   November 2012 - September 2013
EFK Group  January 2012 - April 2012
UBS Financial Services  September 2011 - December 2011

Skills
Microsoft Excel, French, Financial Analysis, Investments, Investment Properties, Real Estate, Mortgage Banking, Market Research, Credit Analysis, Residential Mortgages, Secondary Mortgage..., Refinance, Correspondent Banking, MBS, Home Equity Loans, FHA financing, FNMA, Creative Financing, Multi Family Properties, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Mortgage Lending, Rehabbing, FHA Financing

Education
Saint Joseph's University   2013 — 2015
Master of Business Administration (MBA), Finance

Rider University   2009 — 2012
Bachelor of Science in Business Administration, Finance and International Business

Somerville High School   2005 — 2009

Darren Gussick Darren Gussick Winter Park, Florida Details
Darren Gussick's Integrated Financial Group Experience May 2009 - September 2013
Job Branch Manager at Allied Mortgage Group
Industry Financial Services
Experience
Allied Mortgage Group  January 2014 - Present
Allied Mortgage Group  January 2014 - Present
Equity Loans LLC  October 2013 - January 2014
Integrated Financial Group   May 2009 - September 2013
Superior Mortgage  September 2005 - May 2009
Wilmington Finance  May 2001 - September 2005

Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, Refinance, Purchase Financing, Fannie Mae, Freddie Mac, FHA financing, FHA, HARP 2.0, USDA Rural Housing, VA Lending, Jumbo Mortgage, Reverse Mortgages, Commercial Mortgages, Banking, Credit, Credit Analysis, FHA Financing, Investment Properties, Loans, Mortgage Marketing, USDA, VA Loans, VA loans

Education
Penn State University   1994 — 1998
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations

Penn State University   1993 — 1998
Bachelor's degree, Sales and Marketing

Bucky Cash Bucky Cash Greater Salt Lake City Area Details
Bucky Cash's Integrated Financial Group Experience December 2007 - July 2011
Job Account Manager at Granite Office Supplies
Industry Business Supplies and Equipment
Experience
Granite Office Supplies   July 2011 - Present
Integrated Financial Group   December 2007 - July 2011
The Orton Group   December 2006 - November 2007
North Idaho Athletic Club  June 2004 - December 2006
Wells Fargo Bank  May 2004 - May 2005
Pete's Bar & Grill   May 2003 - August 2004
Sysco Seattle  April 2002 - May 2003
Kinko's  January 2001 - April 2002
Sysco Intermountain  November 1995 - February 2000

Skills
Client Services, Marketing, Copywriting, Sales, Customer Service, B2B, Cold Calling, Project Management, Event Planning, Proposal Writing, Editing, Graphic Design, Lyricist, Spanish, Web Content Management, Customer Retention, Management, Account Management, Sales Process, Purchasing, New Business Development

Education
University of Idaho   2003 — 2006
B.S. Advertising, Spanish Language Minor

Utah College of Massage Therapy   2001 — 2001
Certificate, Massage Therapy

Joseph Wright, Jr. Joseph Wright, Jr. Mount Laurel, New Jersey Details
Joseph Wright, Jr.'s Integrated Financial Group Experience April 2005 - April 2008
Job MLO at Prosperity Mortgage
Industry Financial Services
Experience
Prosperity Mortgage  July 2012 - Present
AnnieMac Home Mortgage  December 2010 - August 2012
Green Tree Mortgage   May 2008 - April 2010
Integrated Financial Group   April 2005 - April 2008
Nova Star Home Mortgage   December 2002 - April 2005
AmericasMoneyLine   November 1997 - November 2002

Skills
Mortgage Lending, Mortgage, Loans, Conventional, Refinance

Education
Rutgers University   1987 — 1989
Bachelor's degree, Business/Finance

Camden County College   1984 — 1987
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities

Heather Heo Sobol Heather Heo Sobol Greater Philadelphia Area Details
Heather Heo Sobol's Integrated Financial Group Experience 2008 - 2009
Job Mortgage Area Sales Manager Capital One Home Loans Retail: PA, Southern NJ, DE
Industry Real Estate
Experience
Capital One Home Loans  November 2014 - Present
JPMorgan Chase & Co.   August 2011 - November 2014
Integrated Financial Group   2008 - 2009
JPMorgan Chase & Co.   2003 - 2008
Upland Mortgage  March 1999 - August 2003

Skills
Investment Properties, Mortgage Lending, Residential Homes, Loans, Refinance, Retail Banking, Single Family Homes, Property, Condos, Credit, FHA, Mortgage Banking, Loan Origination, Sales Management, Real Estate, Residential Mortgages

Education
University of Pennsylvania   1995 — 1999
Bachelor's degree

Leslie Osborne Leslie Osborne United States Details
Leslie Osborne's Integrated Financial Group Experience April 2012 - June 2012
Job Business Finance Specialist at AdvancePoint Capital
Industry Financial Services
Experience
AdvancePoint Capital   July 2012 - Present
Integrated Financial Group   April 2012 - June 2012
Infinity Home Mortgage   2011 - 2011
nations home mortgage  July 2004 - February 2010

Education
Richard Stockton College of New Jersey

ADAM FINK ADAM FINK Jamison, Pennsylvania Details
ADAM FINK's Integrated Financial Group Experience September 2011 - September 2013
Job BUSINESS DEVELOPMENT MANAGER at Allied Mortgage Group
Industry Banking
Experience
Allied Mortgage Group  April 2014 - Present
Integrated Financial Group   September 2011 - September 2013
EVOLVE BANK& TRUST  December 2010 - September 2011

Skills
Credit, Mortgage Lending, Loans, Loan Origination, Refinance, Mortgage Banking, Residential Mortgages, FHA, USDA, VA loans, Certified Mortgage..., Mortgage Underwriting, FHA financing, Construction Loans, Reverse Mortgages, FHA Financing, VA Loans, First Time Home Buyers, Single Family Homes, Real Estate, Foreclosures, Investors

Education
Penn State University   1992 — 1997
Bachelor of Business Administration (B.B.A.)

Penn State University   1992 — 1996
Bachelor of Business Administration (B.B.A.)

Albert Brodsky Albert Brodsky Greater Philadelphia Area Details
Albert Brodsky's Integrated Financial Group Experience January 2010 - November 2013
Job Commercial Operations Analyst at Santander Bank, N.A.
Industry Accounting
Experience
Santander Bank, N.A.   December 2013 - Present
Integrated Financial Group   January 2010 - November 2013
Ohev Shalom Of Bucks County Synagogue   June 2008 - April 2012
Bensalem Democratic Organization   June 2008 - June 2010
Weinstein Supply-Division Of The Hajoca Corporation   February 2007 - March 2009
Weinstein Supply-Division Of The Hajoca Corporation   May 1979 - February 2007
Broudy Plumbing Supply Company of Philadelphia   August 1970 - May 1979

Skills
Negotiation, Credit, Accounts Payable, Accounts Receivable, Sales, Invoicing, Government, Advertising, Procurement, Sales Order Processing, Eclipse, Pricing, Programming, Microsoft Excel, Customer Service, Access, Financial Analysis, PowerPoint, Management, Training, Management Consulting, Hyperion Enterprise, Account Reconciliation, Financial Reporting, Accounting, Banking, Nonprofits, Administration, Budgets, Insurance, Outlook, Process Improvement, QuickBooks, Microsoft Office, Strategic Planning, Forecasting, Risk Management, Microsoft Word, Event Planning, Team Building

Education
La Salle University
Accounting And Business

Amie Sharer Amie Sharer Greater Philadelphia Area Details
Amie Sharer's Integrated Financial Group Experience November 2012 - August 2013
Job Staff accountant
Industry Accounting
Experience
Griff Paper and Film   November 2013 - Present
Integrated Financial Group   November 2012 - August 2013
GameStop  August 2012 - January 2013
Rider University Moore Library   May 2011 - August 2011
Rider University's Japanese Pop Culture Society   May 2010 - May 2011
Rider University Moore Library   May 2010 - March 2011
Einstein Noah Restaurant Group, Inc.   December 2008 - September 2010
Rider University's Japanese Pop Culture Society   May 2009 - May 2010

Skills
PowerPoint, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Accounts Payable, Accounts Receivable, Budgets, Accounting, Invoicing, Finance, Team Leadership, 10 Key, Microsoft Office, Auditing, Financial Analysis, Time Management, Customer Service, Research

Education
Rider University   2007 — 2012
Bachelor of Science (BS), Accounting

Reginald DeJesus Reginald DeJesus Greater Philadelphia Area Details
Reginald DeJesus's Integrated Financial Group Experience April 2005 - April 2008
Job Lead Auditor Collateral Resolution
Industry Financial Services
Experience
PHH Mortgage  March 2012 - Present
PHH Mortgage  October 2010 - March 2012
DaVita  2009 - 2010
Integrated Financial Group   April 2005 - April 2008

Skills
Mortgage Lending, FHA, Residential Mortgages, Mortgage Banking, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Loan Origination, Refinance, Credit, Training, Analysis, Underwriting, Banking, Investment Properties, Credit Analysis, Management, Mortgage Servicing, Real Estate, Coaching, Finance

Education
Rutgers, The State University of New Jersey-Camden

Hirlan Paschal Hirlan Paschal Greater Atlanta Area Details
Hirlan Paschal's Integrated Financial Group Experience June 2009 - March 2010
Job Project Manager at LOTA USA
Industry Professional Training & Coaching
Experience
LOTA USA  August 2012 - Present
Radiant Systems Inc.  August 2010 - August 2012
Ballard Designs  June 2010 - October 2010
Integrated Financial Group   June 2009 - March 2010
World Changers Church International  March 2000 - January 2009

Skills
Leadership, Training, Process Improvement, Project Planning, Management, Budgets, Strategy, Sales, Marketing Strategy, Customer Service, Coaching, E-commerce, Logistics, Nonprofits, Online Advertising

Education
Georgia Perimeter College   2012 — 2014
Associate's degree, Business Administration and Management, General

North Carolina Agricultural and Technical State University   1998 — 1999
N/A, Civil Engineering

Ron Weingrad Ron Weingrad Greater Philadelphia Area Details
Ron Weingrad's Integrated Financial Group Experience December 2009 - October 2013
Job Mortgage Banker at E Mortgage Management
Industry Banking
Experience
E Mortgage Management, LLC.   October 2013 - Present
Integrated Financial Group   December 2009 - October 2013
Maguire Chevrolet   June 2009 - November 2009
O'Neil Pontiac Buick   November 2007 - June 2009
Davis Pontiac   November 2005 - November 2007
Granite Run Pontiac Buick   September 1999 - October 2005
Faulkner Pontiac Buick GMC   September 1986 - October 1999

Skills
Reverse Mortgages, Sales, Mortgage Banking, Loans, Credit, Banking, Credit Analysis, Finance, Training, Investments, FHA financing, Refinance, Residential Mortgages, FHA, Retirement Planning, Financial Analysis, Mortgage Lending, Investment Properties, Strategic Financial..., Series 7, New Business Development, Loan Origination, VA loans, Government Loans, Certified Mortgage..., Referrals, Construction Loans, Mortgage Underwriting, Commercial Mortgages, Consumer Lending, Loss Mitigation, Commercial Lending, First Time Home Buyers

Education
Temple University   1962 — 1964
Liberal Arts, Business Administration Psychology Studies

Penny Ginger Penny Ginger Naples, Florida Details
Penny Ginger's Integrated Financial Group Experience 2008 - 2008
Job HR Director/Accounting Assistant at Naples Soap Company
Industry Cosmetics
Experience
Naples Soap Company   April 2012 - Present
Dillards  September 2011 - April 2012
Hensley & Company, PA   October 2009 - April 2010
Abel Screening Inc.   August 2009 - August 2009
Integrated Financial Systems   August 2008 - December 2008
Integrated Financial Group   2008 - 2008
MadisonGrey Holdings, LLC   June 2005 - December 2007
MadisonGrey Holdings, LLC   June 2005 - December 2007
G. H. & I., LLP   November 1999 - May 2004
G. H   November 1999 - May 2004

Skills
Microsoft Office, Leadership, Project Management, Increase Productivity, Accounting, Microsoft Excel, Sales, QuickBooks, PowerPoint, Recruiting, Microsoft Word, Office Management

Education
Marshall University   1965 — 1966
N/A, Education

Huntington High School   1962 — 1965
Diploma, Social Studies, Spanish

Marshall University

Brooke Crane Acre, CFP® Brooke Crane Acre, CFP® Greater Detroit Area Details
Brooke Crane Acre, CFP®'s Integrated Financial Group Experience January 2013 - Present
Job Executive Officer & CoFounder at Integrated Financial Group
Industry Financial Services
Experience
Integrated Financial Group   January 2013 - Present
Add To Your Future   September 2001 - December 2012

Education
Eastern Michigan University

Cranbrook Kingswood

Connie Weems-Scott Connie Weems-Scott Greater Atlanta Area Details
Connie Weems-Scott's Integrated Financial Group Experience 2003 - Present
Job Principal Partner at Searcy, WeemsScott & Associates
Industry Financial Services
Experience
LPL Financial  August 2011 - Present
Integrated Financial Group   2003 - Present
Searcy, Weems-Scott & Associates   June 1988 - Present

Education
American College, Bryn Mawr, PA
MSFS

College for Financial Planning
CFP®

Iowa State University
B.S., Industrial Administration/Marketing

Jason Eichmiller Jason Eichmiller Greater Philadelphia Area Details
Jason Eichmiller's Integrated Financial Group Experience September 2012 - September 2013
Job Senior Financial Strategist
Industry Banking
Experience
Home Point Financial  January 2015 - Present
Integrated Financial Strategists   April 2012 - Present
Equity Loans, LLC  September 2013 - January 2015
Integrated Financial Group   September 2012 - September 2013
Urban Financial Group  December 2008 - August 2012
PharmaConnector.com   December 2008 - May 2011
Student Travel Services  2003 - 2006

Skills
Mortgage Lending, Reverse Mortgages, Customer Service, Refinance, Sales Management, Mortgage Banking, Loans, Leadership, Residential Mortgages, FHA, Loan Origination, Finance, Sales, Business Development, USDA, Credit, VA loans, FHA financing, Recruiting, Mortgage Underwriting, Government Loans, Certified Mortgage..., Construction Loans, FHA Financing, VA Loans, Commercial Mortgages, Mortgage Marketing

Education
University of Maryland College Park   1998 — 2003

Benjamin Feingold Benjamin Feingold Greater Atlanta Area Details
Benjamin Feingold's Integrated Financial Group Experience 2007 - 2007
Job Vice President at Fabricare Center Cleaners
Industry Renewables & Environment
Experience
Fabricare Center Cleaners   August 2008 - Present
Integrated Financial Group   2007 - 2007
Strategic Financial Alliance   2006 - 2006

Skills
New Business Development, Contract Negotiation, Strategic Planning, Business Development

Education
University of Georgia - Terry College of Business   2004 — 2008
Bachelor of Business Administration, Finance

Robert Sison Robert Sison Greater Philadelphia Area Details
Robert Sison's Integrated Financial Group Experience October 2008 - December 2008
Job PTR Certified Tennis Instructor
Industry Sports
Experience
Trenton Country Club  April 2014 - Present
McCafferty Auto Group  January 2013 - February 2014
ThomasNet  March 2010 - December 2012
Ivy League Mortgage   January 2009 - March 2010
Integrated Financial Group   October 2008 - December 2008
Countrywide Home Loans  July 2008 - October 2008
JPMorgan Chase  August 1999 - July 2008
Superior/EquiHome Mortgage   2004 - 2006
JPMorgan Chase  1999 - 2004
ReMax Advantage  1998 - 1999

Skills
Business Development, New Business Development, Leadership, Negotiation, Sales, SEO, Mortgage Lending, CRM, B2B, Lead Generation, Client Relations Skills, Customer Satisfaction, Internal & External..., Product Knowledge, Customer Service, Customer Retention, Selling, Direct Sales, Sales Presentations, Consultative Sales..., B2C, Training, Strategic Partnerships, Marketing Strategy, Loan Origination, Home Equity Loans, Loans, Goal Oriented, Team-oriented, Cold Calling, Value Based Selling, Competitive Analysis, Social Media Marketing, Email Marketing

Education
Temple University
Liberal Arts

Bucks County Community College
Associate's Degree, Business Adminstration

Archbishop Wood High School   1986 — 1990

Chris Hibsman Chris Hibsman Greater Philadelphia Area Details
Chris Hibsman's Integrated Financial Group Experience February 2007 - Present
Job Sr Mortgage Banker at Integrated Financial Group
Industry Banking
Experience
Integrated Financial Group   February 2007 - Present
Mortgage Lenders Network  September 2004 - January 2007
Household Finance  February 1999 - September 2004

Education
Alvernia University   1991 — 1992
Business

Robyn Sealover Robyn Sealover Harrisburg, Pennsylvania Area Details
Robyn Sealover's Integrated Financial Group Experience August 2012 - September 2013
Job Mortgage Loan Specialist at Home Point Financial
Industry Financial Services
Experience
Home Point Financial  June 2014 - Present
Annie Mac Home Mortgage  October 2013 - June 2014
Integrated Financial Group   August 2012 - September 2013
PrimeLending a Plains Capital Company  June 2010 - July 2011
ACA Mortgage   February 2008 - June 2010

Skills
FHA, Certified Mortgage..., HomePath, Mortgage Lending, USDA, Cash Out, Refinance, Down Payment Assistance, First Time Home Buyers, USDA Rural Housing, 203K, Government Loans, Super Jumbo, Non-Conforming, FHA financing, REO, New Home Purchase, Residential Mortgages, Real Estate Transactions, Finance, Loans, Underwriting, VA loans, Credit, Home Equity Lines of..., Home Equity, Loan Origination, Vacation Homes, Home Equity Loans, Sellers, NMLS, Reverse Mortgages, Fannie Mae, Mortgage Underwriting, Mortgage Banking, Debt Consolidation, Wholesale Lending, Referrals, Consumer Lending, Loss Mitigation, HUD, Commercial Lending, Investment Properties, Loan Servicing, Foreclosures, Credit Analysis, Construction Loans, Investments, Mortgage Marketing, Investors

Education
HACC, Central Pennsylvania's Community College   1982 — 1984
Assoc, Business Mgt/ Elem Education

Cedar Cliff

Penn State University
Elem Ed

Rick Goldman Rick Goldman Greater Philadelphia Area Details
Rick Goldman's Integrated Financial Group Experience September 2007 - September 2013
Job Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB  October 2013 - Present
Integrated Financial Group   September 2007 - September 2013

Skills
Residential Mortgages, Mortgage Lending, USDA, FHA financing, Refinance, FHA, Mortgage Banking, Loan Origination, VA loans, Loans, Mortgage Underwriting, Credit Analysis, First Time Home Buyers, Loss Mitigation

Education
Temple University
B/A Marketing

Temple University
Bachelor's degree, Marketing

Temple University
Bachelor's degree, Marketing

Rehan Taj Rehan Taj Greater Philadelphia Area Details
Rehan Taj's Integrated Financial Group Experience May 2009 - June 2010
Job Orthopedic Consultant at BioMet for Sports Medicine Trauma Biologics
Industry Medical Devices
Experience
BioMet  March 2015 - Present
Arthrex  October 2013 - March 2015
Ferrandino and Son, Inc.   October 2012 - April 2013
Tashan Restaurant by Tiffin.com   August 2011 - 2012
Integrated Financial Group   May 2009 - June 2010

Skills
Microsoft Office, Sales, Customer Service, Account Management, Salesforce.com, Sales Management, New Business Development

Education
Temple University   2010 — 2011
Bachelor of Arts (B.A.), Communication, General

Adrian Salcedo Adrian Salcedo Mount Laurel, New Jersey Details
Adrian Salcedo's Integrated Financial Group Experience 2005 - 2007
Job Funding Specialist PHH
Industry Consumer Services
Experience
PHH Mortgage  October 2012 - Present
Camden Catholic High School  2007 - 2012
Integrated Financial Group   2005 - 2007
Indymac Bank  1998 - 2005

Skills
Computer Hardware, Computer Repair, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Telecommunications, Human Resource..., Microsoft Office, Software Documentation, Coaching, Customer Satisfaction, Process Improvement, Training, Call Centers, Customer Service, Management, Leadership, Team Building, Outlook

Education
Pasco-Hernando Community College   1995 — 1996

Camden County College   1987 — 1989

LaSalle University   1986 — 1987
Nursing

Pennsauken High School   1983 — 1986
HS, College Prep