Liberty Financial Group

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Liberty Financial Group Employees

Employee
Years
Job
Industry
Garrett Birkeland Garrett Birkeland Kirkland, Washington Details
Garrett Birkeland's Liberty Financial Group Experience January 2004 - October 2008
Job Pastor of Community Impact Northshore Community Church
Industry Religious Institutions
Experience
Northshore Community Church  April 2014 - Present
EastLake Community Church  May 2009 - April 2014
MetLife  October 2008 - January 2010
Liberty Financial Group   January 2004 - October 2008
Howland Homes LLC   January 2001 - November 2004

Skills
Event Planning, Leadership Development, Marketing, Public Speaking, Leadership, Social Media Marketing, Social Media, Coaching, Fundraising, Volunteer Management, Nonprofits, Project Management, Customer Service, Sales, Social Networking, Team Building, Community Outreach, Entrepreneurship, New Business Development, Event Management, Strategic Planning, Training, Marketing Strategy

Education
Azusa Pacific University   1995 — 1999
Bachelors of Science, Marketing

Caroline Jaffe Caroline Jaffe Greater Seattle Area Details
Caroline Jaffe's Liberty Financial Group Experience December 2006 - May 2008
Job Production Assistant at Eagle Home Mortgage
Industry Banking
Experience
Eagle Home Mortgage  April 2011 - Present
Guild Mortgage  May 2008 - April 2011
Liberty Financial Group   December 2006 - May 2008
Golf Savings Bank  January 2003 - December 2006

Skills
FHA, Mortgage Lending, Microsoft Office, USDA, Mortgage Banking, Selling, Loans, Loan Origination, Investment Properties, Real Estate, Investors, Negotiation, First Time Home Buyers, Customer Service, Underwriting, Short Sales, Sales

Education
Seattle University
Bachelor's degree, English/Education

Jason Hershberger Jason Hershberger Miami/Fort Lauderdale Area Details
Jason Hershberger's Liberty Financial Group Experience October 2003 - November 2009
Job PRESIDENT OF HERSH GLOBAL
Industry Financial Services
Experience
HERSH GLOBAL   January 2010 - Present
HERSH GLOBAL   January 2010 - Present
FOREX Bank   January 2007 - December 2009
Liberty Financial Group   October 2003 - November 2009

Skills
Social Media, Sports, Microsoft Office, Event Management, Event Planning, Customer Service, Sports Marketing, Public Speaking, Sports Management, Microsoft Excel, Public Relations, Coaching, PowerPoint, Marketing, Microsoft Word, Investments

Education
Florida Atlantic University   2000 — 2002
Bachelor of Business Administration (BBA), Financial Planning and Services

U.S.Marine Corps Non-Commissioned officer's leadership course   1999 — 2000
MASTERS, Organizational Leadership

Julie Allen Dingley Julie Allen Dingley Washington D.C. Metro Area Details
Julie Allen Dingley's Liberty Financial Group Experience September 2006 - February 2007
Job Program Examiner at Office of Management and Budget
Industry Public Policy
Experience
Office of Management and Budget  July 2012 - Present
Office of Management and Budget  November 2010 - June 2012
Clear Channel Communications  May 2008 - July 2010
Clear Channel Communications  August 2007 - April 2008
C2 Education  March 2007 - August 2007
Clear Channel Communications  May 2007 - July 2007
Liberty Financial Group   September 2006 - February 2007

Skills
Public Speaking, Research, Social Media, Event Planning, SPSS, Microsoft Office, Public Policy, Policy Analysis, Microsoft Excel, Program Evaluation, Political Science, Budgets, Strategic Planning, Policy, Government

Education
The George Washington University   2010 — 2012
Masters, Public Policy

University of Washington   2005 — 2009
BA, Communications

Amy Ehlers Amy Ehlers Tacoma, Washington Details
Amy Ehlers's Liberty Financial Group Experience 2004 - February 2006
Job Family SelfSufficiency/Homeownership Program Coordinator at Pierce County Housing Authority
Industry Individual & Family Services
Experience
Pierce County Housing Authority   August 2011 - Present
BECU  2009 - 2009
Gateway Mortgage Group  2008 - 2008
Masterpiece Financial Network   2006 - 2007
Liberty Financial Group   2004 - February 2006
First Option Mortgage  2006 - 2006
Poe Mortgage   2002 - 2004
Northwest Lending Group   2000 - 2002

Skills
Residential Mortgages, Program Management, Community Outreach, Marketing, Case Management, Mortgage Banking, Case Managment, Client Services, Curriculum Development, Maintaining Strong..., Classroom Training, Lending Requirements, Real Estate Transactions, Down Payment Assistance, FHA financing, VA Financing, Customer Service

Education
Brandman University, Part of the Chapman University System   2014 — 2016
Master of Business Administration (M.B.A.)

The Evergreen State College   2012 — 2014
Bachelor of Arts (BA), Psychology

Clover Park Technical College   2010 — 2012
Associate of Arts and Sciences (AAS), Human Services

Saif Hakim Saif Hakim Greater Seattle Area Details
Saif Hakim's Liberty Financial Group Experience 2003 - 2005
Job CoFounder at Tack
Industry Marketing and Advertising
Experience
Tack   February 2011 - Present
Capital Resource Group  December 2009 - 2011
Foundation Bank  July 2007 - September 2009
Sterling Savings Bank  June 2005 - March 2007
IronStone Bank  2007 - 2007
Liberty Financial Group   2003 - 2005
Redmond National Bank   2001 - 2003
Towne Bank  1997 - 2001
Columbia Bank  1997 - 1998
Key Bank  1993 - 1997

Skills
Word Of Mouth Marketing, Loans, Small Business, Mortgage Lending, Banking, Underwriting, Financial Analysis, Commercial Lending, New Business Development, Portfolio Management, Entrepreneurship, Strategic Planning, Account Management, Advertising, Finance, Sales Management, Sales, Credit, Commercial Banking, Business Planning, Start-ups, Executive Management, Business Strategy, Investments, Funding

Education
Bellevue College   1992 — 1994
Associate of Arts (AA)

April McCulloh April McCulloh Greater Denver Area Details
April McCulloh's Liberty Financial Group Experience 2005 - 2008
Job TeleMedicine Systems Engineer II at Children's Hospital Colorado
Industry Information Technology and Services
Experience
Children's Hospital Colorado  August 2013 - Present
Catholic Health Initiatives  2011 - July 2013
Avaya  2008 - 2008
Liberty Financial Group   2005 - 2008

Skills
Cisco Telepresence, VCS-c, VCS-e Firewall Traversal, MSE8000, Codian MCU's, TMS, TMSXE, Movi/Jabber, Polycom PVX/m100, Cisco/Tandberg Endpoints, Polycom Endpoints, Video Project Oversight, Strategic Leadership, Oral & Written..., Network Video..., Logical and Physical..., End User Documentation, Post Implementation..., Network Architecture, Logic Programming, Software Documentation, End User Training, Networking, Switches, Servers, Software Installation, Technical Support, Data Center, Management, Cisco Technologies, VPN, Telecommunications, Integration, Tape Management, Hardware, LAN-WAN, System Deployment, Disaster Recovery, Troubleshooting, System Administration, Microsoft Exchange, Video Conferencing, Windows Server, Leadership, Information Technology, Process Improvement

Education
Colorado Christian University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration/Information Systems Management

Denver Business College   1996 — 1998
Associate of Applied Sciences (A.A.S.), Computer Systems Networking and Telecommunications

Bill Gilroy Bill Gilroy New York, New York Details
Bill Gilroy's Liberty Financial Group Experience 1995 - 1997
Job Consumer Brand Consultant; Senior Advisor at ZACHARY PRELL
Industry Venture Capital & Private Equity
Experience
Workspace  November 2012 - December 2014
Jack Rogers USA  October 2008 - August 2010
Global Reach Capital (affiliate of Burch Creative Capital)   2005 - May 2010
SoundView Technology Group  1997 - 2003
Liberty Financial Group   1995 - 1997

Skills
Private Equity, Strategy, Mergers, Financial Modeling, Financial Analysis, New Business Development, Entrepreneurship, Retail, Equities, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   2004 — 2005
Master of Business Administration (MBA)

Dartmouth College   1990 — 1994
BA

Amy Le Amy Le Greater Seattle Area Details
Amy Le's Liberty Financial Group Experience February 2006 - February 2008
Job at
Industry Information Technology and Services
Experience
Routh Crabtree Olsen  September 2014 - Present
Routh Crabtree Olsen  September 2013 - September 2014
Benaroya Research Institute  February 2008 - August 2013
Liberty Financial Group   February 2006 - February 2008
Merit Financial  2003 - 2006
Ads.com   March 2002 - September 2002
Boeing (Volt)   April 2001 - September 2001

Skills
SharePoint, Project Management, System Administration, Active Directory, Windows Server, Data Analysis, Software Documentation, Data Management, Microsoft Office, Analysis, Desktop Administration, Storage Management, Virtualization, Microsoft Exchange, Lync Server 2010, Data Backup Solutions, Troubleshooting, WSUS, Server Administration, Hyper-V, Group Policy, DNS, DHCP, Requirements Analysis, IIS, Technical Support, Network Security, Disaster Recovery, Program Management, Windows, Outlook, Integration

Education
Nathan Hale

South Seattle Community College
A.A.S degree Software Engineering

Helen Connor Helen Connor Greater Boston Area Details
Helen Connor's Liberty Financial Group Experience July 1998 - August 2000
Job Assistant Registrar & Documentation Specialist, Collections Management at the Davis Museum at Wellesley College
Industry Museums and Institutions
Experience
Wellesley College  November 2013 - Present
Helen Connor VSM   May 2010 - Present
Boston Business Journal  August 2012 - April 2013
Plum District  April 2012 - August 2012
Plum District  May 2011 - April 2012
Boston Parents Paper  July 2009 - December 2010
Museum of Fine Arts, Boston  September 2003 - April 2009
BDirect Capital   September 2001 - December 2001
Thomson Financial  August 2000 - August 2001
Liberty Financial Group   July 1998 - August 2000

Skills
Museum Registration, Museum Exhibitions, Digital Asset Management, Museums Collections..., Rights and reproductions, Database Administration, Mimsy, Social Media, Marketing, Account Management, Customer Service, Customer Relations, Budgets, Lead Generation, Direct Marketing, Sales, B2B, CRM, Salesforce.com, Event Management, Start-ups, Leadership, E-commerce, New Business Development, Strategic Planning, Entrepreneurship, Management

Education
Harvard University   2002 — 2006
Masters, Museum Studies

Boston College   1993 — 1997
Bachelor of Science (BS), Marketing

Boston College - Wallace E. Carroll Graduate School of Management   1993 — 1997
BS, Marketing

Eric Herman Eric Herman Greater Seattle Area Details
Eric Herman's Liberty Financial Group Experience September 2006 - May 2008
Job Manager, Vendor Management at NetFortris
Industry Telecommunications
Experience
NetFortris  January 2015 - Present
NetFortris  May 2008 - January 2015
Liberty Financial Group   September 2006 - May 2008
Washington Mutual  March 2003 - September 2006

Skills
MPLS, VoIP, IP, Ethernet, Data Center, Telecommunications, Mortgage Lending, Project Management, Team Leadership, Strategic Planning, Business Development, Cisco Technologies, T1, Call Centers, Management, Wireless, Managed Services, Vendor Management, Unified Communications, Networking

Education
Central Washington University
Bachelor of Science (BS), Supply Chain Management

Keane Tech
Microsoft Certified Systems Engineer, MCSE

Jarrad Janssen Jarrad Janssen Portland, Oregon Details
Jarrad Janssen's Liberty Financial Group Experience August 2004 - June 2005
Job Founder Onboard
Industry Consumer Services
Experience
Onboard   January 2012 - Present
Professional Sign and Graphics   October 2008 - Present
Orchards EZ Wash Coin Laundry   February 2006 - December 2010
NW Funding Group   June 2005 - January 2007
Liberty Financial Group   August 2004 - June 2005
Willis  July 2001 - February 2004
Marsh  December 1999 - July 2001

Skills
Customer Service, Customer Relations, Microsoft Office, Excel, Word

Education
University of Oregon   1995 — 1999
Bachelor of Science (B.S.), Sociology

Portland State University   1994 — 1995

Jesuit High School   1990 — 1994

Drake Dornfeld Drake Dornfeld Greater Seattle Area Details
Drake Dornfeld's Liberty Financial Group Experience October 2001 - April 2008
Job Senior Loan Officer | Guild Mortgage Company | Bellevue Home Loans
Industry Financial Services
Experience
Guild Mortgage Company  April 2008 - Present
Liberty Financial Group   October 2001 - April 2008

Skills
Loans, Refinance, Credit, Loan Origination, Investments, Finance, Leadership, Mortgage Banking, VA loans, Public Speaking, Investment Properties, FHA financing, Certified Mortgage..., Construction Loans, First Time Home Buyers, Mortgage Lending, USDA, Residential Mortgages, FHA

Education
The University of Montana - School of Business Administration   1973 — 1977
Bachelor of Science, Business Administration/Finance

Linda Jaffe Linda Jaffe Greater Boston Area Details
Linda Jaffe's Liberty Financial Group Experience 1994 - 2001
Job Project assistant
Industry Financial Services
Experience
Faith Casler Associates, Inc.   September 2013 - Present
Springwell  March 2013 - Present
Workplace Strategies + Interior Design   July 2010 - 2013
Fidelity Investments  February 2011 - March 2012
Veritude, a Fidelity Investments Company  2004 - 2008
Liberty Financial Group   1994 - 2001

Skills
Software Documentation, SDLC, Business Analysis, Access, SQL, Requirements Analysis, SharePoint, Systems Analysis, Analysis, Requirements Gathering, Technical Support, Process Improvement, Microsoft Office, Databases

Education
Boston University
Bachelor of Arts (B.A.), English Language and Literature, General

Massachusetts College of Art
Ceramic Arts and Ceramics

UMass Boston
Gerontology

Washington University in St. Louis

Dominick Manna Dominick Manna Greater Boston Area Details
Dominick Manna's Liberty Financial Group Experience 1998 - 2000
Job Project Management at Staples
Industry Information Technology and Services
Experience
Staples  October 2014 - Present
The Hanover Insurance Group  May 2013 - June 2014
NTT DATA Americas  2009 - 2014
Interactions Corporation  October 2012 - May 2013
Liberty Mutual Insurance  March 2012 - October 2012
Fidelity Investments  May 2011 - February 2012
Liberty Mutual  October 2009 - May 2011
IEX  September 2007 - April 2009
Monster Inc  May 2004 - September 2007
Liberty Financial Group   1998 - 2000

Skills
CTI, VoIP, Unix, IVR, Contact Centers, Windows, Mainframe, Desktop Computers, Aspect ACD, Organization, Project Management, Leadership, Call Center, Outsourcing, Vendor Management, SDLC, Integration, Management, Enterprise Software, Call Centers

Education
Fairleigh Dickinson University
Bach of Science, Business Management

Lana Morisoli Lana Morisoli Greater Seattle Area Details
Lana Morisoli's Liberty Financial Group Experience June 2002 - August 2003
Job MakerinChief at MAKERS
Industry Real Estate
Experience
The Makers Space   January 2012 - Present
Quite Essential   February 2009 - June 2012
Anthropologie  2011 - 2011
Creative Design Consultants  August 2005 - February 2009
World Stage Design   August 2004 - August 2005
Duncan McIntosh Company  September 2003 - August 2004
Liberty Financial Group   June 2002 - August 2003
Southwestern Company  June 2001 - August 2001

Skills
Customer Service, Marketing, Event Planning, Photoshop, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Illustrator, Project Management, Outlook, Budgets, Social Networking, Facebook, Advertising, Public Relations, Public Speaking

Education
California Polytechnic State University-San Luis Obispo   1999 — 2003
Bachelor of Science (BS), Business Administration, International Business

Drew Nichol Drew Nichol Bellevue, Washington Details
Drew Nichol's Liberty Financial Group Experience January 2006 - October 2007
Job Loan Officer MLO#107865 at Fairway Independent Mortgage Corporation NMLS Entity ID # 2289
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation  October 2013 - Present
The Legacy Group  2006 - October 2013
Liberty Financial Group   January 2006 - October 2007

Education
The University of Montana   1983 — 1991
Bachelor's degree, Zoology

Lisa Miles Lisa Miles Greater Denver Area Details
Lisa Miles's Liberty Financial Group Experience June 2006 - April 2008
Job LOAN OFFICER at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company  April 2008 - Present
Liberty Financial Group   June 2006 - April 2008
DR Horton  March 2000 - April 2005

Skills
USDA, First Time Home Buyers, FHA, VA loans, Refinance, Residential Homes, Mortgage Banking, Real Estate, Reverse Mortgages, Credit, Loans, Residential Mortgages, Mortgage Lending, FHA financing, Loan Origination, Investment Properties, Strategic Planning, Selling, Certified Mortgage..., Marketing, Government Loans, HUD, Real Estate Financing

Education
Colorado State University   1997 — 2000
BS, Public Relations

University of Iowa   1994 — 1995

Krista Dinsmore Krista Dinsmore Greater Seattle Area Details
Krista Dinsmore's Liberty Financial Group Experience February 2007 - February 2008
Job Individual Sales Representative at Moda Health, formerly ODS
Industry Insurance
Experience
Moda Health, formerly ODS  June 2014 - Present
MCM  February 2008 - June 2014
Liberty Financial Group   February 2007 - February 2008

Skills
Employee Benefits, Insurance, Brokers, Health Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Underwriting, Self-funded, Commercial Insurance, Property & Casualty..., 401k, Legal Liability, Team Building, Account Management, Casualty, Retirement Planning, Claim, Sales, Fixed Annuities, Marketing

Education
Western Washington University   1996 — 2000
Bachelor of Arts in Education, Majored in Interdisciplinary Child Development. Minored in Psychology.

Bellevue Community College   1994 — 1996
Associate Degree in Arts and Sciences

Mike Dullea Mike Dullea Greater Boston Area Details
Mike Dullea's Liberty Financial Group Experience 1998 - 2000
Job Sr. Principal Product Manager at CA Technologies
Industry Financial Services
Experience
CA Technologies  March 2013 - Present
Netage Solutions  March 2010 - March 2013
Navagate, Inc.   December 2007 - March 2010
Thomson Reuters  2004 - 2007
COR Financial (Formerly of Thomson Reuters)   2000 - 2004
Liberty Financial Group   1998 - 2000

Skills
Product Management, Business Analysis, SaaS, Agile Methodologies, Software Project..., Software Development, Scrum, Project Management, Cloud Computing, Business Strategy, Enterprise Software, Integration, Go-to-market Strategy, Program Management, Start-ups, Requirements Analysis, Business Development, SQL, Cross-functional Team..., CRM, Team Management, Management, Team Leadership, Team Building, Product Development, Business Intelligence, Web Applications

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2006
MBA, Entrepreneurship

Boston College   1991 — 1995
BS, Finance

Cynthia East Cynthia East Greater Seattle Area Details
Cynthia East's Liberty Financial Group Experience January 2005 - 2008
Job HRD Coordinator L2 at PRO Sports Club
Industry Human Resources
Experience
PRO Sports Club  July 2008 - December 2010
PRO Sports Club  April 2008 - July 2008
Liberty Financial Group   January 2005 - 2008
Horizon Ford   March 2004 - January 2005

Skills
Human Resources, Employee Benefits

Education
Bellevue College   2000 — 2003
AA, Business Management

Mike Welty Mike Welty Greater Seattle Area Details
Mike Welty's Liberty Financial Group Experience March 2007 - January 2008
Job Loan Officer at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company  January 2008 - Present
Liberty Financial Group   March 2007 - January 2008
Home 123 Mortgage  March 2006 - March 2007
RBC Mortgage  January 2005 - March 2006
Sterling Capital Mortgage  November 2002 - January 2004
Action Mortgage Company   June 2001 - November 2002
Bancshares Mortgage Company   September 1991 - June 2001
WAMB   1995 - 2000
Mortgage Services Inc  September 1990 - September 1991
US Bancorp Mortgage   July 1987 - September 1990

Skills
USDA, Certified Mortgage..., FHA, Investment Properties, Reverse Mortgages, FHA financing, Sales, Credit, Underwriting, VA loans, Financial Structuring, First Time Home Buyers, Refinance, Real Estate, Mortgage Banking, Construction Loans, Credit Analysis, Residential Homes, Loans, Residential Mortgages, Real Estate Economics, Real Estate Transactions, Short Sales, Strategic Planning, Referrals, Debt Consolidation, Mortgage Underwriting, Real Estate Financing, Commercial Mortgages, Investors, Loan Origination, Government Loans, REO, Mortgage Marketing, Condos, Mortgage Lending, Sellers, Single Family Homes, Finance, Home Equity Loans, Investments, Banking, Foreclosures, HUD, Commercial Lending

Education
University of Portland
BA, Political Science

Tony Fernandez Tony Fernandez Greater Seattle Area Details
Tony Fernandez's Liberty Financial Group Experience February 2005 - May 2008
Job Senior Account Manager Western WA, Eastern WA and Northern Idaho at Radian Guaranty Inc
Industry Real Estate
Experience
Radian Guaranty Inc  August 2015 - Present
Radian Guaranty Inc  August 2015 - Present
Guild Mortgage  May 2008 - August 2015
Liberty Financial Group   February 2005 - May 2008
The Aladdin Group   July 2004 - February 2005
Infinity Financial Group  February 2003 - June 2004
Mortgage Capital Resources   December 2001 - February 2003

Skills
Residential Mortgages, Loans, Underwriting, Real Estate, Investment Properties, Mortgage Lending, Marketing, Sellers, Investments, FHA, Mortgage Banking, Credit, Banking, Sales, Refinance, Selling, Coaching, Strategic Planning, USDA, Loan Origination, First Time Home Buyers, Investors, Finance, Sales Management

Education
College of the Desert   1990 — 1992
Associate's degree

Bill Ezell Bill Ezell Greater Denver Area Details
Bill Ezell's Liberty Financial Group Experience November 2007 - April 2008
Job Senior Loan Officer at NOVA® Home Loans
Industry Financial Services
Experience
NOVA® Home Loans  November 2014 - Present
Guild Mortgage Company  October 2009 - October 2014
Pinnacle Mortgage Group  May 2008 - November 2009
Liberty Financial Group   November 2007 - April 2008
Indymac Bank  October 2006 - November 2007
Washington Mutual  January 2000 - October 2006
WaMu  2000 - 2006
Long Beach Mortgage  2000 - 2006
America's Money Line   March 1999 - November 1999
MRG Resource Group a Division of Cherry Creek Mortgage   November 1997 - March 1999

Skills
Mortgage, Loans, First Time Home Buyers, Residential, Refinance, FHA, Mortgage Lending, Purchase, Conventional, Residential Homes, Investment Properties, Mortgage Banking, Real Estate, Sales, Sales Management, Finance, Marketing, Loan Origination, Residential Mortgages, VA loans, USDA, Banking, FHA financing, Underwriting, Certified Mortgage..., Government Loans, Referrals, Reverse Mortgages, Mortgage Underwriting, Credit, Real Estate Financing, Sellers, Construction Loans, Mortgage Marketing, HUD, REO, Investors, Home Equity Loans, Real Estate Economics, VA Loans

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1994 — 1996
MBA, Business Administration and Management, General

Colorado State University   1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.5

Hastings College   1983 — 1984

Amy Blum Amy Blum Denver, Colorado Details
Amy Blum's Liberty Financial Group Experience August 2006 - March 2008
Job Head Dreamer at Rockit Enterrises, Inc.
Industry Online Media
Experience
Rockit Enterrises, Inc.   June 2012 - Present
Live It To The Full, LLC   June 2011 - December 2014
Mile High Organics  January 2008 - June 2010
Liberty Financial Group   August 2006 - March 2008
NexGen Lending  2005 - 2006
Quark  2000 - 2001
Talking Books   1994 - 1999

Skills
Social Media, Marketing, Social Media Marketing, Marketing Strategy, Entrepreneurship, Public Speaking, Business Development, Public Relations, Strategic Partnerships, Event Planning, Event Management, Email Marketing, Business Strategy, Blogging, New Business Development, Business Planning, Fundraising

Education
University of Colorado Denver   1993 — 1995
Bachelor of Arts, English Literature

University of Colorado at Colorado Springs   1989 — 1992
Bachelor of Arts (BA), English Literature

Coronado High School   1985 — 1992
Diploma

Andrew Weiner Andrew Weiner North Chelmsford, Massachusetts Details
Andrew Weiner's Liberty Financial Group Experience 1998 - 2000
Job Professional Technologist with Financial Industry Proficiency. Experienced Technical Trainer/Writer & Published Author.
Industry Financial Services
Experience
Red Hawk A UTC Fire & Security Company  October 2012 - Present
Examiner.com  March 2009 - Present
@Your Service Freelancing   March 2009 - January 2014
Thaddeus Computing / iPhone Life magazine   April 2010 - March 2013
Diebold  September 2008 - September 2012
Brinks Inc.  May 2003 - September 2008
PatientKeeper  2000 - 2000
Liberty Financial Group   1998 - 2000
John Hancock Life Insurance Company (U.S.A.)   1997 - 1998
Wellington Management  1997 - 1998

Skills
Web Design, Technical Writing, Social Media, Team Building, Public Speaking, Social Media Marketing, SEO, Blogging, Customer Service, Online Advertising, Project Management, Microsoft Office, Account Management, Public Relations, Copywriting, PowerPoint, Strategic Planning, Marketing, Coaching, Business Development, Social Networking, Training, Facebook, Microsoft Word, Microsoft Excel, Wordpress, Creative Writing, Software Documentation, Content Development, iPhone, MacBook, Online Marketing, Leadership, WordPress, E-commerce, Entrepreneurship

Education
NCR Certification Training   2013 — 2013
NCR Field Engineer Course Work, 92 out of 100

Merrimack College   1989 — 1990
Psych/Soc

Suffolk University   1986 — 1988
Psychology/Sociology

Kents Hill   1984 — 1986
High School Diploma, 3.5 GPA

Eric Kulbe Mortgage Professional Eric Kulbe Mortgage Professional Greater Denver Area Details
Eric Kulbe Mortgage Professional's Liberty Financial Group Experience 2006 - 2008
Job Mortgage Consultant/Branch Manager at Guild Mortgage Company
Industry Financial Services
Experience
Guild Mortgage Company  May 2008 - Present
Liberty Financial Group   2006 - 2008
NexGen Lending  2003 - 2006
Groves Funding Corporation   2002 - 2003
San Diego Padres  2000 - 2001

Skills
Mortgage Lending, Loans, FHA, Finance, Refinance, Investment Properties, Corporate Relocation, Commercial Lending, Sellers, Real Estate, Real Estate Transactions, Loan Origination, Residential Mortgages, Residential Homes, Customer Service, Mortgage Banking, Leadership, USDA, Certified Mortgage..., VA loans, FHA financing, Reverse Mortgages, Construction Loans, Government Loans, HUD, First Time Home Buyers, Real Estate Financing, FHA Financing, VA Loans

Education
Cornell College   1996 — 2000
Bachelor of Arts, Economics & Business, Fitness

Mullen High School   1992 — 1996

Jennifer Payment Jennifer Payment Bellevue, Washington Details
Jennifer Payment's Liberty Financial Group Experience May 2002 - 2008
Job Real Estate Broker at Windermere Real Estate Bellevue Commons
Industry Real Estate
Experience
Windermere Real Estate  2014 - Present
LandWatch.com at DataSphere Technologies   March 2012 - 2014
DataSphere Technologies Inc.  July 2011 - February 2012
Pacific Residential Mortgage, LLC.   2008 - 2010
Liberty Financial Group   May 2002 - 2008
Mortgage Market, Inc  1996 - 2002

Skills
Lead Generation, Salesforce.com, Advertising Sales, Cold Calling, Qualifying Prospects, Account Management, Mobile Advertising, Sales Process, B2B, Direct Sales, Solution Selling, Sales Presentations, Online Advertising, SaaS, Selling, Display Advertising, Ad Serving, Digital Media, Strategic Partnerships, Deal Closure, Mortgage Lending, Sales, Marketing, Advertising, Online Marketing, CRM, Email Marketing, Contract Negotiation, Sales Operations, Loans, Customer Retention, Start-ups, New Business Development, Customer Service, Real Estate, Referrals, Business Development, Marketing Strategy, Social Media Marketing, Customer Acquisition, Negotiation

Education
Portland State University   1983 — 1985
Business Administration and Management, General

Seattle University   1981 — 1983
Business Administration and Management, General

Willamette University   1980 — 1981

Canby High School

Trev Meyer Trev Meyer Scottsdale, Arizona Details
Trev Meyer's Liberty Financial Group Experience June 2006 - June 2007
Job Sales Executive CoolTrade Inc.
Industry Financial Services
Experience
CoolTrade Inc.   August 2015 - Present
Meyer Investments LLC   February 2014 - Present
JPMorgan Chase  February 2009 - January 2014
Loss Mitigation Specialist   August 2007 - February 2009
Liberty Financial Group   June 2006 - June 2007
Verizon Wireless  February 2005 - May 2006
Choice One Mortgage  December 2003 - February 2005
AT & T Wireless Services   August 1998 - November 2003

Skills
Negotiation, Competitive Analysis, Marketing, Sales, Leadership, Mortgage Lending, Account Management, Management, Financial Analysis, Credit, Business Planning, Finance, Banking, Sales Process, Cold Calling, Customer Service

Education
Central Washington University   1992 — 1997
Bachelor’s Degree, Law & Justice & Sociology, 3.0

Bellevue High School   1989 — 1992
General

Craig Gilcrease Craig Gilcrease Greater Denver Area Details
Craig Gilcrease's Liberty Financial Group Experience Salesbritish steel1988 - 1994
Job Sr. Loan Officer at Liberty Financial Group and Financial Services Consultant
Industry Financial Services
Experience
Liberty Financial Group   Salesbritish steel1988 - 1994
british steel  1988 - 1994

Education
Sam Houston State University   1985 — 1987

Sharon Lenzi Sharon Lenzi Annapolis, Maryland Details
Sharon Lenzi's Liberty Financial Group Experience 1994 - 2002
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2005 - Present
Morgan Stanley  March 2003 - October 2005
Stein Roe & Farnham  1998 - 2002
Liberty Financial  1994 - 2002
Liberty Funds (Colonial Management)   1994 - 2002
Liberty Financial Group   1994 - 2002
Dupont Pension Fund Investments   1986 - 1994
Bank of Delaware  January 1979 - July 1986

Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning

Education
University of Delaware   1981 — 1984
BS, BA Finance

University of Delaware - Lerner College of Business and Economics   1981 — 1984
Bachelor of Science, Finance, General

Jerome Self Jerome Self Greater Denver Area Details
Jerome Self's Liberty Financial Group Experience 1999 - 2001
Job Analyst at SBSA
Industry Real Estate
Experience
SBSA, Inc.   October 2010 - Present
HomeSmart Realty Group of Colorado   2013 - Present
Equity Colorado  2011 - 2013
Keller Williams Realty Executives   2007 - 2011
Bornengineering  2006 - 2008
United Property Brokers, Inc.   2000 - 2007
Liberty Financial Group   1999 - 2001

Education
Liberty University   1989 — 1991

Peggy Shaw Peggy Shaw Greater Boston Area Details
Peggy Shaw's Liberty Financial Group Experience May 1998 - December 2001
Job Skills Training Officer
Industry Financial Services
Experience
State Street  March 2012 - Present
Aramark at Fenway Park  April 1984 - Present
State Street  January 2001 - March 2012
Liberty Financial Group   May 1998 - December 2001
Liberty Financial Group   November 1994 - May 1998

Skills
SDLC, Financial Services, Visio, Business Analysis, Risk Management, Vendor Management, Process Improvement, Access, Financial Reporting, Equities

Education
University of Massachusetts Boston
Bachelor’s Degree, Accounting and Business/Management, Magna Cum Laude

Cathy (Henoch) Visconti Cathy (Henoch) Visconti Phoenix, Arizona Area Details
Cathy (Henoch) Visconti's Liberty Financial Group Experience June 1994 - August 1997
Job Self Employed Legal Transcriptionist
Industry Internet
Experience
Scopist   October 2010 - Present
C&D Designs   January 2007 - July 2010
FINOVA Capital Corporation  November 1999 - February 2005
Tokyo Electron  September 1997 - November 1999
Materials Research Corporation  1997 - 1999
Liberty Financial Group   June 1994 - August 1997
Blue Cross and Blue Shield of Massachusetts  February 1993 - June 1994
Baystate Healthcare   October 1992 - February 1993
ITP Systems  September 1988 - October 1992

Education
sessions.edu - online program   2004 — 2004
Certificate, Web Design

Boston University   1982 — 1986
BA, English Literature

Susan Schiffer Yates Susan Schiffer Yates Greater Boston Area Details
Susan Schiffer Yates's Liberty Financial Group Experience January 2002 - January 2003
Job Senior Vice President, Corporate Communications at Bank of America
Industry Financial Services
Experience
Bank of America, Global Marketing & Corporate Affairs   June 2014 - Present
Bank of America, Global Marketing & Corporte Affairs   May 2011 - June 2014
Bank of America, Global Marketing & Corporate Affairs   May 2010 - May 2011
Columbia Management  November 2007 - May 2010
Columbia Management  February 2007 - November 2007
Columbia Management  November 2004 - February 2007
Fleet Boston  January 2003 - November 2004
Liberty Financial Group   January 2002 - January 2003
Liberty Financial Group   September 1999 - January 2003
Liberty Financial Group   April 1997 - September 1999

Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Relationship Management, Financial Services, Securities, Project Management, Asset Management, Fixed Income, Equities, Hedge Funds, Banking, Marketing, Portfolio Management, Risk Management, Wealth Management, Capital Markets, Asset Managment

Education
Harvard University   1990 — 1992
Certificate of Management and Administration, Business Administration and Management, General, 3.7

Mount Holyoke College   1982 — 1986
A.B., International Relations, 3.3

Adam Horrocks Adam Horrocks Greater Philadelphia Area Details
Adam Horrocks's Liberty Financial Group Experience January 2011 - Present
Job Sales Representative at Liberty Financial Group
Industry Construction
Experience
Liberty Financial Group   January 2011 - Present
Sherwin Williams  2001 - 2011

Education
East Stroudsburg University of Pennsylvania   1997 — 2001
Bachelor's, Hotel, Rest., Tourism Mgmt.

Robin Denning Robin Denning Greater Seattle Area Details
Robin Denning's Liberty Financial Group Experience May 2006 - April 2008
Job Program Compliance Administrator
Industry Real Estate
Experience
Washington State Housing Finance Commission  February 2013 - Present
Guild Mortgage Company  May 2008 - January 2013
Liberty Financial Group   May 2006 - April 2008
CFA Financial Services inc   May 1997 - March 2008

Skills
Finance, Networking, Mortgage Lending, Customer Service, Real Estate, Human Resources, Loan Origination, Mortgage Banking, First Time Home Buyers, Refinance, FHA

Education
University of Idaho   1984 — 1988
Bachelor in Science, Education

erich maerz erich maerz Greater Philadelphia Area Details
erich maerz's Liberty Financial Group Experience March 2000 - Present
Job Sales at Liberty Financial Group
Industry Financial Services
Experience
Liberty Financial Group   March 2000 - Present

Education
Susquehanna University   1992 — 1997

Jack Rehse Jack Rehse Greater Seattle Area Details
Jack Rehse's Liberty Financial Group Experience March 2005 - April 2008
Job Senior Loan Officer at Guild Mortgage Company
Industry Real Estate
Experience
Guild Mortgage Company  April 2008 - Present
Rehsco Property Management   2003 - Present
Liberty Financial Group   March 2005 - April 2008
Homestone Mortgage  2003 - 2004

Skills
Fluent in German, Golf, Fly Fishing, Loan Origination, Loans, Mortgage Banking, FHA, Residential Mortgages, Mortgage Lending, Refinance, First Time Home Buyers, Real Estate Financing, Management, Finance

Education
Ohio University   1967 — 1971
BSEE, Electronic Engineering

Martina Norman-Maleski Martina Norman-Maleski Greater Seattle Area Details
Martina Norman-Maleski's Liberty Financial Group Experience May 2005 - April 2008
Job Program Compliance Admiinistrator at Washington State Housing Finance Commission
Industry Real Estate
Experience
Washington State Housing Finance Commission  November 2013 - Present
Guild Mortgage  May 2008 - October 2013
Guild Mortgage  May 2008 - October 2013
Liberty Financial Group   May 2005 - April 2008

Skills
FHA, Refinance, Mortgage Banking, Loan Origination, USDA, Residential Mortgages, Mortgage Lending, VA loans, Loans, First Time Home Buyers, FHA financing, Investment Properties, Credit, Real Estate, REO

Education
Edmonds Community College   1982 — 1984
Math

Western Washington University   1979 — 1981
Math

Adam Horrocks Adam Horrocks Greater Philadelphia Area Details
Adam Horrocks's Liberty Financial Group Experience Store Manager & Sales RepThe Sherwin Williams CompanyMarch 2001 - January 2011
Job Sales at Liberty Financial Group
Industry Financial Services
Experience
Liberty Financial Group   Store Manager & Sales RepThe Sherwin Williams CompanyMarch 2001 - January 2011

Education
East Stroudsburg University of Pennsylvania   1997 — 2001
Bachelors, Hotel, Restaurant, & Tourism Mgmt.

Mitch Andrew Mitch Andrew United States Details
Mitch Andrew's Liberty Financial Group Experience March 1999 - Present
Job Consultant at Liberty Financial Group
Industry Financial Services
Experience
Liberty Financial Group   March 1999 - Present
Fordham University  July 1990 - February 1998

Skills
Real Estate Development, Management Consulting

Education
Cambridge University   1985 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate