Lifetime Financial Partners

Description

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

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Lifetime Financial Partners Employees

Employee
Years
Job
Industry
Elisa Ball Elisa Ball Greater Detroit Area Details
Elisa Ball's Lifetime Financial Partners Experience March 2009 - September 2009
Job Human Resource Manager at Industrial Automation LLC
Industry Industrial Automation
Experience
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

Lisa Heim Lisa Heim Greater Chicago Area Details
Lisa Heim's Lifetime Financial Partners Experience February 2009 - November 2009
Job Human Resources Professional
Industry Information Technology and Services
Experience
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

Bill Judy Bill Judy Greater Chicago Area Details
Bill Judy's Lifetime Financial Partners Experience January 2006 - December 2009
Job Investment Consulting Operations at Aon Hewitt Investment Consulting, Inc.
Industry Financial Services
Experience
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

Keri Konopiots Keri Konopiots Greater Chicago Area Details
Keri Konopiots's Lifetime Financial Partners Experience August 2008 - October 2009
Job Divisional Sales Manager at Perl Mortgage
Industry Financial Services
Experience
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

Scott Daniels Scott Daniels Greater Chicago Area Details
Scott Daniels's Lifetime Financial Partners Experience April 2009 - September 2011
Job Vice President of Sales at Sport Court Midwest
Industry Construction
Experience
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 Suanne Jennings-Esposito Greater Chicago Area Details
Suanne Jennings-Esposito's Lifetime Financial Partners Experience July 2007 - January 2009
Job Founder of Suanne Jennings Esposito A New Kind of Bucket List
Industry Health, Wellness and Fitness
Experience
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

Diane Musillo Diane Musillo Greater Chicago Area Details
Diane Musillo's Lifetime Financial Partners Experience August 2008 - January 2009
Job Divisional Sales Liaison and Sr. Mortgage Originator at Perl Mortgage
Industry Financial Services
Experience
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

Kristy Bickham Kristy Bickham Greater Chicago Area Details
Kristy Bickham's Lifetime Financial Partners Experience January 2008 - December 2008
Job Mortgage Banker NMLS ID 225805
Industry Financial Services
Experience
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

Laura Mizzi Laura Mizzi Greater Chicago Area Details
Laura Mizzi's Lifetime Financial Partners Experience 2009 - 2009
Job Senior Mortgage Consultant at Fifth Third Bank
Industry Financial Services
Experience
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

Rebecca Tabor-Purpura Rebecca Tabor-Purpura Greater Chicago Area Details
Rebecca Tabor-Purpura's Lifetime Financial Partners Experience June 2007 - January 2009
Job
Industry Banking
Experience
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

Rich Schwartz Rich Schwartz Orlando, Florida Area Details
Rich Schwartz's Lifetime Financial Partners Experience December 2008 - September 2009
Job Partner New York Life
Industry Insurance
Experience
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

Tony Berry Tony Berry Greater Chicago Area Details
Tony Berry's Lifetime Financial Partners Experience March 2006 - October 2010
Job Sr loan officer at Midwest Community Bank
Industry Banking
Experience
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

Russell Dolce Russell Dolce Dallas/Fort Worth Area Details
Russell Dolce's Lifetime Financial Partners Experience October 2006 - October 2007
Job
Industry Investment Management
Experience
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

J Michael Ross J Michael Ross Greater Chicago Area Details
J Michael Ross's Lifetime Financial Partners Experience August 2003 - Present
Job Mortgage Banker at Lifetime Financial Partners
Industry Banking
Experience
Lifetime Financial Partners   August 2003 - Present

Education
Florida State University   1985 — 1986

Jared Iannuzzi Jared Iannuzzi Greater Chicago Area Details
Jared Iannuzzi's Lifetime Financial Partners Experience 2003 - 2006
Job Sales Engineering Specialist at Saint Clair Systems
Industry Industrial Automation
Experience
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

Diane Musillo Diane Musillo Greater Chicago Area Details
Diane Musillo's Lifetime Financial Partners Experience AVP, Branch ManagerLaSalle BankSeptember 2005 - August 2008
Job Sr. Mortgage Consultant at Lifetime Financial Partners
Industry Banking
Experience
Lifetime Financial Partners   AVP, Branch ManagerLaSalle BankSeptember 2005 - August 2008

Education
Triton-College   1970 — 1972
Business

greg contos greg contos Greater Chicago Area Details
greg contos's Lifetime Financial Partners Experience August 2008 - February 2010
Job Buy and sell distressed properties
Industry Banking
Experience
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

Eric Mundsinger Eric Mundsinger Greater Chicago Area Details
Eric Mundsinger's Lifetime Financial Partners Experience August 2007 - May 2008
Job PNC MORTGAGE NMLSR 307606
Industry Banking
Experience
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

Dave Hendriksen Dave Hendriksen Greater Chicago Area Details
Dave Hendriksen's Lifetime Financial Partners Experience 2008 - 2010
Job National Branch Development at Perl Mortgage
Industry Banking
Experience
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

David MAC McNabb David MAC McNabb South Bend, Indiana Details
David MAC McNabb's Lifetime Financial Partners Experience January 2006 - February 2008
Job Wholesale Sales at Tire Rack
Industry Automotive
Experience
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

Chad Daly Chad Daly Bloomingdale, Illinois Details
Chad Daly's Lifetime Financial Partners Experience December 2007 - April 2009
Job Account Manager at ProLogistix
Industry Staffing and Recruiting
Experience
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