Jules and Associates, Inc.
Industry: Company
DescriptionFounded: 1989
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Jules and Associates, Inc. Employees
Employee
Years
Job
Industry
Jeanise Scott, AINS Jeanise Scott, AINS's Jules and Associates, Inc. Experience April 2007 - April 2008
Job
Industry Executive Office
Experience
EPIC May 2013 - Present
Emerging Insurance Professionals (EIP) - Los Angeles Chapter 2015 - 2015
Emerging Insurance Professionals (EIP) - Los Angeles Chapter 2013 - 2015
ACE Group September 2010 - May 2013
Citibank January 2008 - December 2010
Starr Companies March 2009 - August 2010
Jules and Associates, Inc. April 2007 - April 2008
Skills
Outlook, Insurance, Data Entry, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Inland Marine, Training, Social Media, Public Speaking, Microsoft Office, Event Planning, Analysis, Fundraising, Research, Non-profits, Workers Compensation, Property & Casualty..., Sagitta, Proposal Writing, Business Process...
Education
Loyola Marymount University 1999 — 2008
B.A., Liberal Arts and Sciences/Liberal Studies
Westchester High School
EPIC May 2013 - Present
Emerging Insurance Professionals (EIP) - Los Angeles Chapter 2015 - 2015
Emerging Insurance Professionals (EIP) - Los Angeles Chapter 2013 - 2015
ACE Group September 2010 - May 2013
Citibank January 2008 - December 2010
Starr Companies March 2009 - August 2010
Jules and Associates, Inc. April 2007 - April 2008
Skills
Outlook, Insurance, Data Entry, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Inland Marine, Training, Social Media, Public Speaking, Microsoft Office, Event Planning, Analysis, Fundraising, Research, Non-profits, Workers Compensation, Property & Casualty..., Sagitta, Proposal Writing, Business Process...
Education
Loyola Marymount University 1999 — 2008
B.A., Liberal Arts and Sciences/Liberal Studies
Westchester High School
Susan Chu, MBA Susan Chu, MBA's Jules and Associates, Inc. Experience April 2007 - November 2008
Job Project Manager at Siltanen + Partners
Industry Marketing and Advertising
Experience
Siltanen + Partners May 2012 - Present
Sony Pictures Entertainment August 2014 - November 2014
Upland Logic, LLC. April 2014 - September 2014
HCT Group June 2009 - August 2011
Jules and Associates, Inc. April 2007 - November 2008
Diamond Graphics, Inc. November 2005 - April 2007
Skills
Project Management, Marketing/Sales, Marketing Strategy, Social Media Marketing, Advertising, Marketing, Digital Marketing, Brand Management, Product Development, Sales, New Business Development, Retail, Management, Integrated Marketing, Web Design, Brand Development, Marketing Communications, Sales Operations, Account Management, Budgets, Sales Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master's Degree, MBA, Pepperdine Graziadio School of Business
University of Southern California 2000 — 2004
Fine Arts-Graphic Design, Graphic Design
Siltanen + Partners May 2012 - Present
Sony Pictures Entertainment August 2014 - November 2014
Upland Logic, LLC. April 2014 - September 2014
HCT Group June 2009 - August 2011
Jules and Associates, Inc. April 2007 - November 2008
Diamond Graphics, Inc. November 2005 - April 2007
Skills
Project Management, Marketing/Sales, Marketing Strategy, Social Media Marketing, Advertising, Marketing, Digital Marketing, Brand Management, Product Development, Sales, New Business Development, Retail, Management, Integrated Marketing, Web Design, Brand Development, Marketing Communications, Sales Operations, Account Management, Budgets, Sales Management, Social Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2015
Master's Degree, MBA, Pepperdine Graziadio School of Business
University of Southern California 2000 — 2004
Fine Arts-Graphic Design, Graphic Design
Cindy Man Cindy Man's Jules and Associates, Inc. Experience August 2013 - September 2015
Job Marketing and Graphic Design
Industry Marketing and Advertising
Experience
Laserfiche September 2013 - Present
Ooogly Designs April 2012 - Present
Jules and Associates, Inc. August 2013 - September 2015
Jules and Associates, Inc. / Vendor Direct Solutions January 2012 - August 2013
Jules and Associates, Inc. / Vendor Direct Solutions January 2012 - March 2012
Swift Lee Office November 2010 - May 2011
USC Credit Union August 2009 - April 2011
Skills
Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Marketing, Corporate Branding, Content Strategy, PowerPoint, Dreamweaver, SketchUp, Vray, Advertising, Graphics, AutoCAD, Rhino, Social Media Marketing, Social Media, Facebook
Education
University of Southern California 2006 — 2011
Bachelor of Architecture (B.Arch.)
Universiti Malaya 2010 — 2010
Architecture, joint studio summer study abroad program
Laserfiche September 2013 - Present
Ooogly Designs April 2012 - Present
Jules and Associates, Inc. August 2013 - September 2015
Jules and Associates, Inc. / Vendor Direct Solutions January 2012 - August 2013
Jules and Associates, Inc. / Vendor Direct Solutions January 2012 - March 2012
Swift Lee Office November 2010 - May 2011
USC Credit Union August 2009 - April 2011
Skills
Graphic Design, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Marketing, Corporate Branding, Content Strategy, PowerPoint, Dreamweaver, SketchUp, Vray, Advertising, Graphics, AutoCAD, Rhino, Social Media Marketing, Social Media, Facebook
Education
University of Southern California 2006 — 2011
Bachelor of Architecture (B.Arch.)
Universiti Malaya 2010 — 2010
Architecture, joint studio summer study abroad program
Shiro Takahashi Shiro Takahashi's Jules and Associates, Inc. Experience June 2014 - October 2014
Job Account Executive at Zions Bancorporation
Industry Banking
Experience
Zions Bancorporation 2015 - Present
Jules and Associates, Inc. June 2014 - October 2014
California First National Bank October 2011 - May 2014
California First National Bank June 2009 - October 2011
California First National Bank October 2007 - June 2009
Skills
Cold Calling, Sales, Salesforce.com, Sales Operations, Sales Management, Customer Retention, Account Management, Sales Process, Selling, B2B, Sales Presentations, Direct Sales, Building Relationships, Selling Skills, Lead Generation, Marketing, Customer Service, Leadership, Microsoft Office, Relationship Building, Social Media, Microsoft Word, Strategic Planning
Education
Punahou School
High School
Soka University of America
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Zions Bancorporation 2015 - Present
Jules and Associates, Inc. June 2014 - October 2014
California First National Bank October 2011 - May 2014
California First National Bank June 2009 - October 2011
California First National Bank October 2007 - June 2009
Skills
Cold Calling, Sales, Salesforce.com, Sales Operations, Sales Management, Customer Retention, Account Management, Sales Process, Selling, B2B, Sales Presentations, Direct Sales, Building Relationships, Selling Skills, Lead Generation, Marketing, Customer Service, Leadership, Microsoft Office, Relationship Building, Social Media, Microsoft Word, Strategic Planning
Education
Punahou School
High School
Soka University of America
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Brent Kunzel Brent Kunzel's Jules and Associates, Inc. Experience January 2001 - July 2006
Job Business Manager at HM Digital, Inc.
Industry Electrical/Electronic Manufacturing
Experience
HM Digital, Inc. November 2014 - Present
QBS Learning April 2014 - September 2014
Exoro Global May 2012 - April 2014
Sylvan Advisory August 2010 - June 2012
Kibel Green Incorporated May 2008 - July 2010
Wells Fargo June 2007 - August 2007
Jules and Associates, Inc. January 2001 - July 2006
Skills
Financial Modeling, Financial Analysis, Management Consulting, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration
San Diego State University-California State University 1998 — 2000
B.S.
HM Digital, Inc. November 2014 - Present
QBS Learning April 2014 - September 2014
Exoro Global May 2012 - April 2014
Sylvan Advisory August 2010 - June 2012
Kibel Green Incorporated May 2008 - July 2010
Wells Fargo June 2007 - August 2007
Jules and Associates, Inc. January 2001 - July 2006
Skills
Financial Modeling, Financial Analysis, Management Consulting, Due Diligence, Capital Markets
Education
University of Southern California - Marshall School of Business 2006 — 2008
Master of Business Administration
San Diego State University-California State University 1998 — 2000
B.S.
Ryan Beaupré Ryan Beaupré's Jules and Associates, Inc. Experience May 2009 - March 2012
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
Diabetes Rebellion June 2013 - Present
Credit Suisse June 2013 - August 2013
Jules and Associates, Inc. May 2009 - March 2012
Taycor Financial June 2006 - May 2009
Skills
Financial Analysis, Accounting, Negotiation, Contract Negotiation, Funding, Credit, Portfolio Management, Cash Flow, Valuation, Financial Modeling, Strategic Planning, Investments, CRM, Finance, Management, Training, Leadership, Business Development, Market Analysis, Marketing Strategy, Asset Management, Banking, Mergers & Acquisitions, New Business Development, Investment Banking, Real Estate
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
BA, Political Science
Bellarmine College Preparatory 1998 — 2002
Credit Suisse July 2014 - Present
Diabetes Rebellion June 2013 - Present
Credit Suisse June 2013 - August 2013
Jules and Associates, Inc. May 2009 - March 2012
Taycor Financial June 2006 - May 2009
Skills
Financial Analysis, Accounting, Negotiation, Contract Negotiation, Funding, Credit, Portfolio Management, Cash Flow, Valuation, Financial Modeling, Strategic Planning, Investments, CRM, Finance, Management, Training, Leadership, Business Development, Market Analysis, Marketing Strategy, Asset Management, Banking, Mergers & Acquisitions, New Business Development, Investment Banking, Real Estate
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2002 — 2006
BA, Political Science
Bellarmine College Preparatory 1998 — 2002
BJ Pourteymour's Jules and Associates, Inc. Experience May 2015 - Present
Job Senior Sales Manager at Jules and Associates, Inc.
Industry Financial Services
Experience
Jules and Associates, Inc. May 2015 - Present
Skills
Account Management, Sales Process, New Business Development, Direct Sales, Sales Management, Marketing Strategy, Management, Business Development, Customer Service, Cold Calling, Contract Negotiation, Sales, Marketing, Strategic Planning, Lead Generation, Strategy, Finance
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts (BA), Economics
Jules and Associates, Inc. May 2015 - Present
Skills
Account Management, Sales Process, New Business Development, Direct Sales, Sales Management, Marketing Strategy, Management, Business Development, Customer Service, Cold Calling, Contract Negotiation, Sales, Marketing, Strategic Planning, Lead Generation, Strategy, Finance
Education
University of California, Riverside 2004 — 2008
Bachelor of Arts (BA), Economics
Scott Timpe Scott Timpe's Jules and Associates, Inc. Experience October 2007 - June 2008
Job Associate Attorney at Mirman, Bubman & Nahmias, LLP
Industry Law Practice
Experience
Mirman, Bubman & Nahmias, LLP December 2012 - Present
Scott C. Timpe, Attorney At Law August 2012 - December 2012
Law Offices of Jerome S. Cohen November 2010 - August 2012
Peter S. Clinco, Attorney at Law June 2010 - November 2010
Los Angeles Superior Court June 2009 - August 2009
Southwestern Law School June 2009 - July 2009
Jules and Associates, Inc. October 2007 - June 2008
Levinson Investments, LLC April 2007 - October 2007
20th Century Fox 2005 - 2006
Skills
Legal Research, Litigation, Bankruptcy, Courts, Chapter 11, Legal Issues, Pleadings, Hearings, Legal Writing, Corporate Law, Legal Assistance, Appeals, Business Transactions, Real Estate, Westlaw, Legal Advice, Dispute Resolution, Motions
Education
University of California, Los Angeles - School of Law 2009 — 2011
J.D., Business Law
Southwestern University School of Law 2008 — 2009
J.D, Law
University of California, Los Angeles 2004 — 2007
B.A, Economics, Accounting
Leland High School 2000 — 2004
High School Diploma
Mirman, Bubman & Nahmias, LLP December 2012 - Present
Scott C. Timpe, Attorney At Law August 2012 - December 2012
Law Offices of Jerome S. Cohen November 2010 - August 2012
Peter S. Clinco, Attorney at Law June 2010 - November 2010
Los Angeles Superior Court June 2009 - August 2009
Southwestern Law School June 2009 - July 2009
Jules and Associates, Inc. October 2007 - June 2008
Levinson Investments, LLC April 2007 - October 2007
20th Century Fox 2005 - 2006
Skills
Legal Research, Litigation, Bankruptcy, Courts, Chapter 11, Legal Issues, Pleadings, Hearings, Legal Writing, Corporate Law, Legal Assistance, Appeals, Business Transactions, Real Estate, Westlaw, Legal Advice, Dispute Resolution, Motions
Education
University of California, Los Angeles - School of Law 2009 — 2011
J.D., Business Law
Southwestern University School of Law 2008 — 2009
J.D, Law
University of California, Los Angeles 2004 — 2007
B.A, Economics, Accounting
Leland High School 2000 — 2004
High School Diploma
Vincent Vuong's Jules and Associates, Inc. Experience April 2008 - Present
Job Sr. Account Executive at Jules and Associates, Inc.
Industry Financial Services
Experience
Jules and Associates, Inc. April 2008 - Present
Countrywide Home Loans June 2005 - February 2008
Cartus 2004 - 2005
Skills
Credit, Refinance, Banking, Financial Structuring, Business Strategy, Funding, Real Estate, Loans, Credit Analysis, New Business Development, Financial Modeling, Portfolio Management, Business Planning, Venture Capital, Team Building, Account Management, Managerial Finance, Asset Managment, Real Estate Financing, Financial Analysis, Competitive Analysis, Sales, Commercial Lending, Finance, Business Development
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
Bachelors, Finance
MCHS
Jules and Associates, Inc. April 2008 - Present
Countrywide Home Loans June 2005 - February 2008
Cartus 2004 - 2005
Skills
Credit, Refinance, Banking, Financial Structuring, Business Strategy, Funding, Real Estate, Loans, Credit Analysis, New Business Development, Financial Modeling, Portfolio Management, Business Planning, Venture Capital, Team Building, Account Management, Managerial Finance, Asset Managment, Real Estate Financing, Financial Analysis, Competitive Analysis, Sales, Commercial Lending, Finance, Business Development
Education
California State University-Long Beach - College of Business Administration 1998 — 2003
Bachelors, Finance
MCHS
Heather Adamson Heather Adamson's Jules and Associates, Inc. Experience February 2015 - April 2015
Job Actively Seeking FullTime Employment for Administrative Support Position
Industry Financial Services
Experience
Jules and Associates, Inc. February 2015 - April 2015
Balboa Capital July 2014 - January 2015
AXIS Capital, Inc. August 2013 - March 2014
Provident Equipment Leasing / Celtic March 2013 - July 2013
Elite Global Solutions March 2012 - November 2012
Relational Technology Solutions September 2005 - November 2009
Churchill Technology Finance January 2005 - August 2005
Pacific Rim Capital April 2004 - August 2004
CalFirst Bancorp / aka Amplicon, Inc. September 1994 - August 2003
Skills
Microsoft Office, Customer Service, Account Management, Product Management, Solution Selling, New Business Development, Project Management, Windows, Sales, Product Marketing, Time Management, Organization, Proposal Writing, Sales Administration, Dictaphone, Front Office, Office Administration, Conflict Resolution, Cold Calling, Account Reconciliation, Research, Fitness, Belly Dance, Highly detail oriented, QuickBooks, Salesforce.com, Fishbowl Inventory, Lease Administration, Lease Documentation, Lease Financing, Invoicing, Key Account Development, Lead Generation, Mac, Networking, Quality Control, Vendor Management, Yoga, Zumba, Sales Management, CRM, Data Entry, Microsoft Excel, Business Development
Education
Golden West College 2003 — 2005
Liberal Arts, General Business Studies
La Quinta High School 1985 — 1988
Jules and Associates, Inc. February 2015 - April 2015
Balboa Capital July 2014 - January 2015
AXIS Capital, Inc. August 2013 - March 2014
Provident Equipment Leasing / Celtic March 2013 - July 2013
Elite Global Solutions March 2012 - November 2012
Relational Technology Solutions September 2005 - November 2009
Churchill Technology Finance January 2005 - August 2005
Pacific Rim Capital April 2004 - August 2004
CalFirst Bancorp / aka Amplicon, Inc. September 1994 - August 2003
Skills
Microsoft Office, Customer Service, Account Management, Product Management, Solution Selling, New Business Development, Project Management, Windows, Sales, Product Marketing, Time Management, Organization, Proposal Writing, Sales Administration, Dictaphone, Front Office, Office Administration, Conflict Resolution, Cold Calling, Account Reconciliation, Research, Fitness, Belly Dance, Highly detail oriented, QuickBooks, Salesforce.com, Fishbowl Inventory, Lease Administration, Lease Documentation, Lease Financing, Invoicing, Key Account Development, Lead Generation, Mac, Networking, Quality Control, Vendor Management, Yoga, Zumba, Sales Management, CRM, Data Entry, Microsoft Excel, Business Development
Education
Golden West College 2003 — 2005
Liberal Arts, General Business Studies
La Quinta High School 1985 — 1988
Chris Garbers's Jules and Associates, Inc. Experience January 2004 - March 2007
Job Senior Financial Accounting Analyst Digital Media Distribution at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company March 2015 - Present
The Walt Disney Company September 2008 - March 2015
Wells Fargo March 2007 - September 2008
Jules and Associates, Inc. January 2004 - March 2007
Skills
Financial Analysis, Business Development, Credit, Finance, Risk Management, Analysis, Due Diligence, Sales, Credit Risk, Negotiation, Interviews, Commercial Real Estate, Consumer Products, Licensing, Cable Television, Direct Response..., Public Speaking, Financial Modeling, Credit Analysis, Loans, Commercial Banking, Commercial Lending, Financial Risk, New Business Development, Customer Acquisition, Commercial Leasing, Lease Financing, Cold Calling, Canvassing, Relationship Management, Direct Sales, Real Estate Transactions, Lead Generation, Entertainment Industry, Treasury Management
Education
University of Southern California 2001 — 2003
BA, Economics
The Walt Disney Company March 2015 - Present
The Walt Disney Company September 2008 - March 2015
Wells Fargo March 2007 - September 2008
Jules and Associates, Inc. January 2004 - March 2007
Skills
Financial Analysis, Business Development, Credit, Finance, Risk Management, Analysis, Due Diligence, Sales, Credit Risk, Negotiation, Interviews, Commercial Real Estate, Consumer Products, Licensing, Cable Television, Direct Response..., Public Speaking, Financial Modeling, Credit Analysis, Loans, Commercial Banking, Commercial Lending, Financial Risk, New Business Development, Customer Acquisition, Commercial Leasing, Lease Financing, Cold Calling, Canvassing, Relationship Management, Direct Sales, Real Estate Transactions, Lead Generation, Entertainment Industry, Treasury Management
Education
University of Southern California 2001 — 2003
BA, Economics
Anabel (Gutierrez) Santamaria's Jules and Associates, Inc. Experience March 2010 - September 2011
Job Project Manager at Union Bank
Industry Financial Services
Experience
Union Bank October 2011 - Present
Jules and Associates, Inc. March 2010 - September 2011
Operation HOPE September 2009 - March 2010
Union Bank May 2008 - September 2009
Junior Achievement of Southern California August 2006 - May 2008
Skills
Fundraising, Relationship Management, Non-profits, Strategic Planning, Event Planning, Program Management, Banking, Community Outreach, Public Relations, Marketing, Project Management, Training, Team Building, Leadership, Management, Nonprofits
Education
University of California, Santa Barbara 2000 — 2006
Master of Arts (M.A.)
Union Bank October 2011 - Present
Jules and Associates, Inc. March 2010 - September 2011
Operation HOPE September 2009 - March 2010
Union Bank May 2008 - September 2009
Junior Achievement of Southern California August 2006 - May 2008
Skills
Fundraising, Relationship Management, Non-profits, Strategic Planning, Event Planning, Program Management, Banking, Community Outreach, Public Relations, Marketing, Project Management, Training, Team Building, Leadership, Management, Nonprofits
Education
University of California, Santa Barbara 2000 — 2006
Master of Arts (M.A.)
Shane Westover's Jules and Associates, Inc. Experience July 2014 - Present
Job Account Executive at Jules & Associates
Industry Financial Services
Experience
Jules and Associates, Inc. July 2014 - Present
Shane Westover Photography June 2007 - September 2014
Surf N Sand Resort January 2012 - April 2014
PubDistrict January 2006 - May 2007
Skills
Weddings, Photography, Wedding Photography, Photojournalism, On Location, Art, Fashion, Event Management, Family Photography, Portrait Photography, Commercial Photography, Portraits, Digital Photography, Event Photography, Image Manipulation, Lightroom, Photos, Fine Art Photography, Image Editing, Studio Photography
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Fullerton 2009 — 2011
Bachelor's degree, Business/Corporate Communications
Jules and Associates, Inc. July 2014 - Present
Shane Westover Photography June 2007 - September 2014
Surf N Sand Resort January 2012 - April 2014
PubDistrict January 2006 - May 2007
Skills
Weddings, Photography, Wedding Photography, Photojournalism, On Location, Art, Fashion, Event Management, Family Photography, Portrait Photography, Commercial Photography, Portraits, Digital Photography, Event Photography, Image Manipulation, Lightroom, Photos, Fine Art Photography, Image Editing, Studio Photography
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
California State University-Fullerton 2009 — 2011
Bachelor's degree, Business/Corporate Communications
Kaley Ortiz's Jules and Associates, Inc. Experience December 2013 - Present
Job Senior Credit Risk Manager at Jules and Associates, Inc.
Industry Financial Services
Experience
Jules and Associates, Inc. December 2013 - Present
Jules and Associates December 2010 - Present
Maguire Properties September 2008 - July 2009
IDS Real Estate Group September 2007 - May 2008
GSA May 2007 - August 2007
Urban Land Institute May 2007 - August 2007
Christian Dior May 2006 - August 2006
Skills
Financial Analysis, Real Estate Economics, Real Estate Development, Due Diligence, Financial Modeling, Marketing, Marketing Strategy, Asset Management, Real Estate
Education
University of Southern California 2004 — 2008
PPD, Urban Development
University of Southern California 2004 — 2008
Bachelor's degree, B.S., Public Policy, Management, and Development
Jules and Associates, Inc. December 2013 - Present
Jules and Associates December 2010 - Present
Maguire Properties September 2008 - July 2009
IDS Real Estate Group September 2007 - May 2008
GSA May 2007 - August 2007
Urban Land Institute May 2007 - August 2007
Christian Dior May 2006 - August 2006
Skills
Financial Analysis, Real Estate Economics, Real Estate Development, Due Diligence, Financial Modeling, Marketing, Marketing Strategy, Asset Management, Real Estate
Education
University of Southern California 2004 — 2008
PPD, Urban Development
University of Southern California 2004 — 2008
Bachelor's degree, B.S., Public Policy, Management, and Development
Ryan Gonzales's Jules and Associates, Inc. Experience December 2012 - Present
Job Senior Sales Manager at Jules and Associates, Inc.
Industry Financial Services
Experience
Jules and Associates, Inc. December 2012 - Present
Jules & Associates, Inc. September 2009 - December 2012
Capital Network Financial Services, Inc. August 2007 - August 2009
Skills
Credit, Portfolio Management, Loans, Finance, Financial Analysis, Leases, Lease Administration, Financial Modeling, Credit Analysis, Banking, Asset Managment, Investments, Commercial Lending, Risk Management, Commercial Finance, Valuation, Financial Advisory, Managerial Finance, Underwriting, Strategic Planning, Marketing, Sales Management, Strategy, Business Planning, Loan Origination, Financial Services, Negotiation, Wealth Management, Funding, Corporate Finance, Asset Based Lending, Leadership, Commercial Banking, Accounting, Forecasting, Strategic Financial..., Relationship Management, Small Business Lending, New Business Development, Asset Management, Due Diligence, Sales, Business Development, Analytics, Cash Flow, Credit Risk, Treasury Management, Market Research, Selling, Business Strategy
Education
San Diego State University-California State University 2002 — 2007
Bachelor’s Degree
Ramona High 1998 — 2002
Jules and Associates, Inc. December 2012 - Present
Jules & Associates, Inc. September 2009 - December 2012
Capital Network Financial Services, Inc. August 2007 - August 2009
Skills
Credit, Portfolio Management, Loans, Finance, Financial Analysis, Leases, Lease Administration, Financial Modeling, Credit Analysis, Banking, Asset Managment, Investments, Commercial Lending, Risk Management, Commercial Finance, Valuation, Financial Advisory, Managerial Finance, Underwriting, Strategic Planning, Marketing, Sales Management, Strategy, Business Planning, Loan Origination, Financial Services, Negotiation, Wealth Management, Funding, Corporate Finance, Asset Based Lending, Leadership, Commercial Banking, Accounting, Forecasting, Strategic Financial..., Relationship Management, Small Business Lending, New Business Development, Asset Management, Due Diligence, Sales, Business Development, Analytics, Cash Flow, Credit Risk, Treasury Management, Market Research, Selling, Business Strategy
Education
San Diego State University-California State University 2002 — 2007
Bachelor’s Degree
Ramona High 1998 — 2002
Keith Rawlinson's Jules and Associates, Inc. Experience
Job Vice President at Jules and Associates, Inc.
Industry Financial Services
Experience
Jules and Associates, Inc.
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Credit, Commercial Lending, Relationship Management, Finance, Loans, Strategic Planning, Corporate Finance, Sales, Credit Risk, Financial Modeling, Leadership, Banking, Business Development
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2000
MBA
Jules and Associates, Inc.
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Credit, Commercial Lending, Relationship Management, Finance, Loans, Strategic Planning, Corporate Finance, Sales, Credit Risk, Financial Modeling, Leadership, Banking, Business Development
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1998 — 2000
MBA
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