Lifetime Financial Partners
Address: Rockville, MD 20848 Phone: (301) 762-7730: Website: : Category: : : Hours: : : Place name: Website: http://www.lifetimefinancialpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lifetime Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
Lifetime Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lifetime Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lifetime Financial Partners Employees
Industrial Automation LLC October 2012 - Present
Perfection Machinery Sales Inc. July 2011 - September 2012
Tandem HR October 2009 - July 2011
Lifetime Financial Partners March 2009 - September 2009
MRI The Birmingham Group March 2006 - March 2009
Skills
Benefits Administration, Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Human Resources, Training, Talent Acquisition, Talent Management, Customer Service, Management, Personnel Management, Sales, HRIS, New Hire Orientations, Leadership, Employee Benefits
Education
Oakland University 2004 — 2008
B.S., Human Resources Management
Crowe Horwath LLP January 2010 - Present
Lifetime Financial Partners February 2009 - November 2009
ACS 2006 - 2008
ACS 2003 - 2006
Motorola 1996 - 2003
Motorola 1990 - 1996
Motorola 1982 - 1996
Skills
Employee Benefits, HRIS, Human Resources, Onboarding, Analysis, SharePoint, Temporary Placement, Recruiting, Management
Education
DePaul University 1991 — 1994
Bachelor of Arts, Human Resources
Harper College 1981 — 1983
Associates Degree, Secretarial Sciences
Aon Hewitt Investment Consulting, Inc. May 2013 - Present
Alpine Square, LLC August 2012 - Present
Wheel to Wheel Karting September 2009 - Present
Capitol Broadband October 2009 - April 2012
Lifetime Financial Partners January 2006 - December 2009
goodmortgage.com January 1999 - October 2005
Sidney Properties, LLC/WCM Judy Associates, LLC July 1995 - January 2005
Purchased Parts Group July 1994 - December 1996
Hockey Tech January 1996 - October 1996
The Timken Company June 1989 - July 1994
Skills
Cross-functional Team..., Business Process..., Strategic Initiatives, Creative Problem Solving, Organizational Structure, Team Building, Sales, Financial Analysis, Leadership, Loans, Mergers & Acquisitions, Business Process, Budgets, Process Improvement, Financial Modeling, Management, Negotiation, Mortgage Lending, Finance, Strategy, E-commerce, Customer Service, Coaching, Entrepreneurship, Investment Properties, Risk Management, Accounting, Real Estate, Analysis, Business Development, Executive Management, Strategic Planning, Business Strategy, Integration, Portfolio Management, New Business Development, Start-ups, Problem Solving
Education
University of New Hampshire 1984 — 1988
BS, Mechanical Engineering
Cranbrook
Perl Mortgage August 2012 - Present
Main Street Financial Inc. October 2011 - October 2012
Caliber Funding, LLC November 2010 - October 2011
Mortgage Services III, LLC October 2009 - November 2010
Lifetime Financial Partners August 2008 - October 2009
Bank of America / LaSalle Bank November 2006 - August 2008
Pulte Mortgage. Masters Network 2002 - 2005
Platinum Home Mortgage 1999 - 2002
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Loans, FHA, Finance, Real Estate, Leadership
Education
University of Illinois at Urbana-Champaign 1996 — 1998
no, Marketing
Downers Grove South 1989 — 1993
Sport Court Midwest December 2011 - Present
Lifetime Financial Partners April 2009 - September 2011
OSG Global April 2008 - April 2009
Countrywide August 2007 - December 2007
MortgageSimple 2005 - 2007
Greenpoint Mortgage 2002 - 2005
First Union National Bank/Wachovia 1990 - 2002
Skills
Mortgage Banking, Sales Management, Direct Sales, Sales Operations, Professional Mentoring, Leadership, Strategic Leadership, Communication Skills, Start-ups, Recruiting, Team Building, Strategy, Executive Management, Negotiation, Team Leadership, Entrepreneurship, Coaching, Business Development, Management, New Business Development, Marketing, Mortgage Lending, Loan Origination, Loans, Operations Management, Sales, Selling, Income Statement, Training, P&L Management, Sales Process, Cross-functional Team..., CRM, Customer Retention, Risk Management, Strategic Partnerships, Process Improvement, Contract Negotiation, Cold Calling, P&L
Education
Eastern Kentucky University
Finance
Suanne Jennings- Esposito - A New Kind of Bucket List March 2013 - Present
CURRENTLY DISABLED DUE TO AUTO ACCIDENT January 2010 - January 2013
CF FUNDING CORPORATION January 2009 - January 2010
Chicago Federal Funding Corporation January 2009 - January 2010
Lifetime Financial Partners July 2007 - January 2009
The Mortgage Exchange 2004 - 2006
The Real Estate Investment Group 2004 - 2006
Skills
Mortgage Lending, Loans, FHA financing, Credit, VA loans, Loan Origination, Mortgage Banking, FHA, Refinance, USDA, Real Estate, Residential Mortgages, Investment Properties, First Time Home Buyers
Education
University of Tennessee-Knoxville - College of Business Administration 1980 — 1984
Bachelor's degree, Accounting and Finance
CUMBERLAND CO HIGH SCHOOL 1975 — 1979
ACCOUNTING
Perl Mortgage November 2012 - Present
Inland Home Mortgage January 2010 - December 2012
Lifetime Financial Partners August 2008 - January 2009
LaSalle Bank/Bank of America September 2005 - August 2008
Skills
Mortgage, Loans, FHA, VA, Refinance, Conventional, USDA, Mortgage Lending, Mortgage Industry, First Time Home Buyers, Customer Service, Loan Origination, Mortgage Banking, Residential Mortgages, Real Estate, Credit, Underwriting, Investment Properties, FHA Financing, Credit Analysis, Sales, Banking
Education
Triton-College 1970 — 1972
Business
Peoples Home Equity - The Dan Andersen Team August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Market Place Mortgage Corp. May 2010 - April 2012
CF Funding December 2008 - March 2010
Lifetime Financial Partners January 2008 - December 2008
MoneyWise Home Loans October 2007 - January 2008
Accredited Home Lenders August 2004 - August 2007
PGNF Home Lending September 2003 - August 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, VA loans, Government Loans, Loans, Home Equity Loans, Home Equity Lines of...
Education
University of Colorado at Boulder 2001 — 2003
Bachelor of Liberal Arts, English Literature
Moraine Valley Community College 1998 — 2000
Associate, Liberal Arts
First Centennial Mortgage Corporation April 2015 - Present
Fifth Third Bank December 2012 - Present
PNC April 2012 - December 2012
JPMorgan Chase December 2009 - April 2012
HomeState Mortgage, Inc April 2009 - September 2009
Lifetime Financial Partners 2009 - 2009
New Equity Dimensions November 2007 - March 2008
New Equity Dimensions February 2007 - November 2007
American Fidelity Mortgage Services Inc April 2003 - February 2007
American Fidelity Mortgage 2000 - 2004
Skills
Mortgage Lending, Underwriting, Investments, Insurance, Recruiting, FHA, Refinance, VA loans, Residential Mortgages, Mortgage Banking, Certified Mortgage..., FHA financing, USDA, Loan Origination, Reverse Mortgages, Management, Financial Services, Government Loans, Non-Conforming, Construction Loans
Education
Northern Illinois University 1974 — 1976
Business Administration and Management, General
Northern Illinois University - College of Business 1974 — 1976
2 years business law, Business
Driscoll Catholic H S 1970 — 1974
HS Diploma, General Studies
American Mortgage Corporation September 2014 - Present
JPMorgan Chase & Co. May 2012 - September 2014
Market Place Mortgage Corp. May 2010 - May 2011
CF Funding Corporation January 2009 - January 2010
Lifetime Financial Partners June 2007 - January 2009
The Mortgage Exchange May 2003 - December 2006
Skills
Loans, Mortgage Banking, Loan Origination
Education
Benedictine University 2014 — 2015
Bachelor's degree, Business, Management, Marketing, and Related Support Services
New York Life Insurance Company September 2013 - Present
New York Life Insurance Company December 2011 - September 2013
Penn Life/Senior Solutions October 2009 - November 2011
Lifetime Financial Partners December 2008 - September 2009
Wachovia Bank August 1994 - October 2008
World Savings/Wachovia 1994 - 2008
Wachovia June 2007 - December 2007
World Savings August 1994 - June 2006
Skills
Leadership, Process Improvement, Coaching, Strategic Planning, Account Management, New Business Development, Team Leadership, Mortgage Lending, Underwriting, Credit, Strategic Financial..., Estate Planning, Group Insurance, Permanent Life Insurance, Annuity Sales, Insurance, Training, Management, Customer Service, Banking, Risk Management, Marketing, Sales Management, Team Building, Cross-functional Team..., Portfolio Management, Loans, Sales, Negotiation, Start-ups, Competitive Analysis, Finance, Employee Benefits, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Series 63, Term Life Insurance, Series 6, Long Term Care Insurance, Life Insurance, Financial Services, Business Planning, Executive Management, Analysis, Mortgage Banking, Loan Origination
Education
Penn State University 1989 — 1994
Liberal Arts, Business, management
Midwest Community Bank March 2014 - Present
Wells Fargo October 2011 - January 2014
Lifetime Financial Partners March 2006 - October 2010
Landmark Financial February 2003 - March 2006
Skills
Mortgage Banking, Credit, Non-Conforming, USDA, Certified Mortgage..., Home Equity Lines of..., Mortgage Lending, FHA, Loans, Direct Sales, Commercial Mortgages, Business Development, Commercial Banking, New Business Development, FHA financing, Loan Origination, Credit Analysis, Risk Management, Insurance, Microsoft Office, Real Estate Economics, First Time Home Buyers, Life Insurance, Real Estate, Underwriting, Investment Properties, Banking, Refinance, Marketing, Mortgage Underwriting, Home Equity Loans, Government Loans, Commercial Lending, Reverse Mortgages, Sales Management, Customer Service, Account Management, Finance, Consumer Lending, VA loans, Construction Loans, Small Business Lending, Financial Analysis, Sales, Residential Mortgages, FHA Financing, Mortgage Marketing, Series 63, Debt Consolidation, Real Estate Financing
Education
Grand Valley State University 1996 — 1999
BBA, Finance
Hope College 1994 — 1995
Aurora University 1993 — 1994
Burnett Commodities, Inc. March 2011 - Present
Lifetime Financial Partners October 2006 - October 2007
Heartland Home Finance July 2002 - October 2006
Prudential Securities, Inc. April 2000 - April 2002
ABN AMRO June 1997 - April 2000
Merrill Lynch February 1990 - March 1997
Shearson 1980 - 1989
Skills
Trading, Options, Commodities, Hedging, Electronic Trading, Proprietary Trading, Commodity, Derivatives, Risk Management, Loans, Credit, Series 7, Mortgage Lending, Leadership, Banking, Financial Markets, FX Options, Equities, Financial Risk, Finance, Strategy, Mutual Funds, Equity Trading, Portfolio Management, Hedge Funds, Series 63, Alternative Investments, Structured Finance
Education
Keller Graduate School of Management of DeVry University 1994 — 1997
MBA
Illinois College 1967 — 1972
BA
Lifetime Financial Partners August 2003 - Present
Education
Florida State University 1985 — 1986
Saint Clair Systems September 2012 - Present
Jowat Adhesives May 2010 - February 2011
Walmark Corporation February 2008 - May 2010
Cross Roads Commercial Sales 2007 - 2008
Lifetime Financial Partners 2003 - 2006
Skills
Sales, Key Account Management, New Business Development, Adhesives, Sales Management, Coatings, Account Management, Automotive, B2B, International Sales, Management, Manufacturing, Market Development, Negotiation, Pricing, Product Development, Sales Operations, Selling, Start-ups, Strategic Planning
Education
Northern Illinois University
Business Management, Economics
Lifetime Financial Partners AVP, Branch ManagerLaSalle BankSeptember 2005 - August 2008
Education
Triton-College 1970 — 1972
Business
Real Estate Property Consultants July 2013 - Present
Consumer Choice Marketing November 2012 - Present
Metro Public Adjustment, Inc. July 2011 - Present
Lifetime Financial Partners August 2008 - February 2010
Lifetime Financial Partners August 2008 - 2009
Skills
Credit Risk, Insurance, Mortgage Lending, Credit, Loans, Mortgage Banking, Loss Mitigation, Real Estate, Residential Homes, Short Sales, Small Business, Property, REO, Referrals, Foreclosures, Investment Properties, Real Estate Transactions, Asset Management, Commercial Real Estate, Contract Negotiation, Refinance, FHA, Selling
Education
Arizona State University 1977 — 1980
Bachelor of Science, Business Administration
PNC Mortgage July 2014 - Present
Wells Fargo Home Mortgage September 2012 - June 2014
The Federal Savings Bank December 2011 - June 2012
PHH Home Loans February 2011 - November 2011
American Equity Mortgage November 2010 - January 2011
New Day Financial May 2010 - June 2010
Residential Loan Centers of America June 2008 - February 2009
Lifetime Financial Partners August 2007 - May 2008
American Security Mortgage July 1992 - August 2007
Old Stone Credit April 1991 - May 1992
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Loans, Residential Mortgages, Reverse Mortgages, Refinance, FHA financing, Sales, Selling, Credit Analysis, Credit, VA loans, Mortgage Marketing, Finance, USDA, Mortgage Underwriting, Certified Mortgage..., Government Loans, Referrals, Home Equity Loans, Financial Structuring, Construction Loans, Home Equity, Home Equity Lines of..., Non-Conforming, Loss Mitigation, Real Estate Financing, Commercial Mortgages, VA Loans
Education
Northern Illinois University 1982 — 1985
BS, Business Administration
Palatine High School
Perl Mortgage August 2012 - Present
Main Street Financial August 2011 - August 2012
Caliber Funding, LLC September 2010 - October 2011
Lifetime Financial Partners 2008 - 2010
Wachovia Mortgage 2005 - 2008
Skills
Mortgage Lending, Mortgage Banking, Marketing, First Time Home Buyers, Refinance, FHA, Loans, Credit, Loan Origination, Customer Service, Sales Management, Team Building, USDA, Banking, Business Development, Sales, Investment Properties, Residential Mortgages
Education
Eastern Illinois University 1996 — 2001
BA, Consumer Affairs/Business Admin
The Tire Rack August 2009 - Present
Bang & Olufsen February 2008 - August 2009
Lifetime Financial Partners January 2006 - February 2008
Skills
Account Management, Sales, Sales Management, Sales Process, Customer Satisfaction, Negotiation, Customer Service, Email Marketing, Marketing Strategy, Automotive, Strategic Planning, Customer Retention, Sales Operations, Team Building, Pricing, New Business Development, Inventory Management
Education
Moody Bible Institute 1995 — 1999
Bachelor of Arts, Theology
ProLogistix March 2015 - Present
Evolve Bank & Trust August 2014 - February 2015
Metro Bank Group August 2012 - August 2014
JPMorgan Chase January 2012 - April 2012
Self-employed April 2009 - January 2012
Lifetime Financial Partners December 2007 - April 2009
Skills
Loans, Mortgage Lending, Finance, Portfolio Management, Equities, Financial Analysis, Loan Origination, Credit Analysis, Banking, Underwriting, Investments, US Equities, Sales
Education
Illinois State University
Bachelor of Science (B.S.), Finance