Live Well Financial, Inc.
Industry: Company
DescriptionLive Well Financial, Inc. is a privately owned mortgage originator, servicer and investor, licensed in the United States to operate in 46 states. The company offers government-insured Home Equity Conversion Mortgage loans, FHA single family mortgage loans, and Fannie Mae conforming loans. Headquarters: Richmond, VA Founded: 2005 Number of employees: 300 Employees: 300+ (2016)
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Live Well Financial, Inc. Employees
Employee
Years
Job
Industry
DeyMian Williams DeyMian Williams's Live Well Financial, Inc. Experience March 2013 - September 2013
Job Mortgage Professional
Industry Banking
Experience
RBS Citizens Financial Group March 2014 - Present
Live Well Financial, Inc. March 2013 - September 2013
SunTrust Mortgage December 2010 - March 2013
Citi June 2008 - June 2010
HSBC January 2005 - June 2008
Skills
Loss Mitigation, Default, Mortgage Lending, Consumer Lending, Team Building, Team Leadership, Recruiting, Training, Collections, Customer Service, Policy and Procedures, Internal Audit, Operating Budgets, Interviewing, Mortgage Underwriting, Underwriting, Loans, Credit Risk, FHA financing, Auditing, Risk Management, Financial Risk, Loan Origination, Management, Mortgage Servicing, VA loans, Real Estate, Sales, Refinance, Loan Servicing, Residential Mortgages, Credit, Interviews, Mortgage Banking, Banking, Credit Analysis, FHA, Loan Modifications, Commercial Lending, USDA, Portfolio Management, Lines Of Credit, Mortgage Marketing, Home Equity Loans, Reverse Mortgages
Education
Richard Bland College of the College of William and Mary 1998 — 2000
Associate of Science (A.S.), Psychology
Matoaca High School
RBS Citizens Financial Group March 2014 - Present
Live Well Financial, Inc. March 2013 - September 2013
SunTrust Mortgage December 2010 - March 2013
Citi June 2008 - June 2010
HSBC January 2005 - June 2008
Skills
Loss Mitigation, Default, Mortgage Lending, Consumer Lending, Team Building, Team Leadership, Recruiting, Training, Collections, Customer Service, Policy and Procedures, Internal Audit, Operating Budgets, Interviewing, Mortgage Underwriting, Underwriting, Loans, Credit Risk, FHA financing, Auditing, Risk Management, Financial Risk, Loan Origination, Management, Mortgage Servicing, VA loans, Real Estate, Sales, Refinance, Loan Servicing, Residential Mortgages, Credit, Interviews, Mortgage Banking, Banking, Credit Analysis, FHA, Loan Modifications, Commercial Lending, USDA, Portfolio Management, Lines Of Credit, Mortgage Marketing, Home Equity Loans, Reverse Mortgages
Education
Richard Bland College of the College of William and Mary 1998 — 2000
Associate of Science (A.S.), Psychology
Matoaca High School
Patrick Fay Patrick Fay's Live Well Financial, Inc. Experience March 2013 - Present
Job VP at LiveWell Financial
Industry Financial Services
Experience
Live Well Financial, Inc. March 2013 - Present
MetLife March 2008 - February 2013
Bank of New York 1989 - 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, Banking, Credit, Credit Analysis, Underwriting, Reverse Mortgages, Credit Risk, FHA, Relationship Management, Financial Risk, Loan Servicing, Mortgage Underwriting, Finance, Financial Services, Commercial Lending, Insurance, Retirement, Portfolio Management, Retirement Planning, Investments, Strategic Financial..., Funding, Risk Management, USDA, Executive Management, Financial Analysis, Real Estate Financing, Consumer Lending, Mortgage Servicing, Financial Structuring, Financial Planning
Education
SUNY Oneonta 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Live Well Financial, Inc. March 2013 - Present
MetLife March 2008 - February 2013
Bank of New York 1989 - 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Refinance, Banking, Credit, Credit Analysis, Underwriting, Reverse Mortgages, Credit Risk, FHA, Relationship Management, Financial Risk, Loan Servicing, Mortgage Underwriting, Finance, Financial Services, Commercial Lending, Insurance, Retirement, Portfolio Management, Retirement Planning, Investments, Strategic Financial..., Funding, Risk Management, USDA, Executive Management, Financial Analysis, Real Estate Financing, Consumer Lending, Mortgage Servicing, Financial Structuring, Financial Planning
Education
SUNY Oneonta 1976 — 1980
Bachelor of Arts (B.A.), Sociology
Karena Hadden Calhoun Karena Hadden Calhoun's Live Well Financial, Inc. Experience September 2011 - October 2012
Job GNMA/FNMA Final Certification / Documents Manager at Undisclosed Mortgage and Banking.
Industry Banking
Experience
UnNamed Company May 2013 - Present
AYLR Ministry January 2011 - Present
Citizens Bank October 2012 - April 2013
Live Well Financial, Inc. September 2011 - October 2012
US Census Bureau September 2009 - September 2010
US Census Bureau January 2009 - September 2009
US Census Bureau November 2008 - January 2009
American Broker's Conduit Mortgage June 2006 - August 2007
American Home Mortgage May 2005 - June 2006
Wells Fargo Home Mortgage September 2004 - May 2005
Education
Fayetteville State University
Business Administration
Central Piedmont Community College
Legal Assistant/Paralegal
UnNamed Company May 2013 - Present
AYLR Ministry January 2011 - Present
Citizens Bank October 2012 - April 2013
Live Well Financial, Inc. September 2011 - October 2012
US Census Bureau September 2009 - September 2010
US Census Bureau January 2009 - September 2009
US Census Bureau November 2008 - January 2009
American Broker's Conduit Mortgage June 2006 - August 2007
American Home Mortgage May 2005 - June 2006
Wells Fargo Home Mortgage September 2004 - May 2005
Education
Fayetteville State University
Business Administration
Central Piedmont Community College
Legal Assistant/Paralegal
Tracey Thompson-Ahmad's Live Well Financial, Inc. Experience 2008 - 2010
Job PHD Student at Walden University
Industry Business Supplies and Equipment
Experience
Walden University December 2013 - Present
Edwards Business Systems / Virginia Business Systems May 2013 - Present
University of Phoenix October 2011 - October 2013
SMG Richmond (Richmond Coliseum) 2012 - 2013
Live Well Financial, Inc. 2008 - 2010
Universal Adaptive Consulting Services Inc. 2006 - 2007
Clark Material Handling Co. 2000 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Outlook, Access, Critical Thinking, Data Entry, Leadership, Management, SharePoint, Visio, Accounting, Nonprofits, Project Management, Finance, Windows, Process Improvement, Database Administration, Financial Analysis, Office Management, Budgets, Auditing, Analysis, Team Building, Training, Forecasting, Team Leadership, Sales, Policy
Education
Walden University 2013 — 2016
Ph.D. in Management
University of Phoenix 2011 — 2013
Master of Management, Consulting, 3.74
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.8
University of Phoenix 2007 — 2009
Associate of Arts (AA), Accounting, 3.8
BRUNSWICK SENIOR HIGH SCHOOL 1983 — 1985
High School Diploma, Business Administration and Management, General
Walden University December 2013 - Present
Edwards Business Systems / Virginia Business Systems May 2013 - Present
University of Phoenix October 2011 - October 2013
SMG Richmond (Richmond Coliseum) 2012 - 2013
Live Well Financial, Inc. 2008 - 2010
Universal Adaptive Consulting Services Inc. 2006 - 2007
Clark Material Handling Co. 2000 - 2005
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Teamwork, Outlook, Access, Critical Thinking, Data Entry, Leadership, Management, SharePoint, Visio, Accounting, Nonprofits, Project Management, Finance, Windows, Process Improvement, Database Administration, Financial Analysis, Office Management, Budgets, Auditing, Analysis, Team Building, Training, Forecasting, Team Leadership, Sales, Policy
Education
Walden University 2013 — 2016
Ph.D. in Management
University of Phoenix 2011 — 2013
Master of Management, Consulting, 3.74
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General, 3.8
University of Phoenix 2007 — 2009
Associate of Arts (AA), Accounting, 3.8
BRUNSWICK SENIOR HIGH SCHOOL 1983 — 1985
High School Diploma, Business Administration and Management, General
Cassandra Ouedraogo's Live Well Financial, Inc. Experience March 2013 - Present
Job Banking & Finance Specialist
Industry Financial Services
Experience
Live Well Financial, Inc. March 2013 - Present
Live Well Financial, Inc. March 2012 - March 2013
United Guaranty Corporation 2011 - 2012
Freddie Mac 2009 - 2011
Zenta 2009 - 2009
Wells Fargo 2008 - 2009
United Mortgage & Loan Investment, LLC 2005 - 2008
EDS Group 1997 - 2005
Skills
Compliance Audits, Underwriting, Quality Assurance, Credit Risk, Risk Mitigation, Loss Mitigation, Mortgage Servicing, Real Estate Investor, Freddie Mac, Loan Modifications, Mortgage Services, Loan Servicing, Mortgage Industry, Credit Review, Mortgage Underwriting, Credit Evaluation, Mortgage Lending, Credit, Loans, Refinance, Default, Financial Risk, Mortgage Banking, Residential Mortgages, Loan Origination, Credit Analysis, Quality Auditing, Risk Management
Education
Central Piedmont Community College 2006 — 2009
Loan Officer & Underwriting
Hillside High School
North Carolina A&T State University
Accounting and Finance
Live Well Financial, Inc. March 2013 - Present
Live Well Financial, Inc. March 2012 - March 2013
United Guaranty Corporation 2011 - 2012
Freddie Mac 2009 - 2011
Zenta 2009 - 2009
Wells Fargo 2008 - 2009
United Mortgage & Loan Investment, LLC 2005 - 2008
EDS Group 1997 - 2005
Skills
Compliance Audits, Underwriting, Quality Assurance, Credit Risk, Risk Mitigation, Loss Mitigation, Mortgage Servicing, Real Estate Investor, Freddie Mac, Loan Modifications, Mortgage Services, Loan Servicing, Mortgage Industry, Credit Review, Mortgage Underwriting, Credit Evaluation, Mortgage Lending, Credit, Loans, Refinance, Default, Financial Risk, Mortgage Banking, Residential Mortgages, Loan Origination, Credit Analysis, Quality Auditing, Risk Management
Education
Central Piedmont Community College 2006 — 2009
Loan Officer & Underwriting
Hillside High School
North Carolina A&T State University
Accounting and Finance
Bobbi Buehl Bobbi Buehl's Live Well Financial, Inc. Experience May 2014 - July 2014
Job Sr. Loan Banker at First Ohio Home Finance
Industry Financial Services
Experience
First Ohio Home Finance January 2015 - Present
Magnolia Bank July 2014 - Present
Live Well Financial, Inc. May 2014 - July 2014
Amerifirst Mortgage / Magnolia Bank March 2007 - September 2013
Park-Ohio Products March 2005 - February 2007
Heartland Home Finance January 2005 - October 2005
Accel Color July 2001 - December 2004
Lear Corp March 1998 - January 2001
PolyOne September 1996 - January 1998
USA Mortgage February 1993 - August 1996
Skills
Refinance, Purchase, Mortgage, Credit, New Home Sales, Mortgage Lending, Mortgage Banking, FHA, Investment Properties, Loans, Loan Origination, VA loans, Residential Mortgages, USDA
Education
Kent State University 1992 — 1993
Sales & Marketing
The University of Akron 1989 — 1992
Polymer Science/Accounting
Hammel Jr. College 1984 — 1985
Computer Science
First Ohio Home Finance January 2015 - Present
Magnolia Bank July 2014 - Present
Live Well Financial, Inc. May 2014 - July 2014
Amerifirst Mortgage / Magnolia Bank March 2007 - September 2013
Park-Ohio Products March 2005 - February 2007
Heartland Home Finance January 2005 - October 2005
Accel Color July 2001 - December 2004
Lear Corp March 1998 - January 2001
PolyOne September 1996 - January 1998
USA Mortgage February 1993 - August 1996
Skills
Refinance, Purchase, Mortgage, Credit, New Home Sales, Mortgage Lending, Mortgage Banking, FHA, Investment Properties, Loans, Loan Origination, VA loans, Residential Mortgages, USDA
Education
Kent State University 1992 — 1993
Sales & Marketing
The University of Akron 1989 — 1992
Polymer Science/Accounting
Hammel Jr. College 1984 — 1985
Computer Science
Jeff Schilling Jeff Schilling's Live Well Financial, Inc. Experience July 2009 - June 2013
Job Mortgage Loan Specialist at Primary Residential Mortgage, Inc.
Industry Financial Services
Experience
Primary Residential Mortgage, Inc. April 2015 - Present
The Money Store February 2014 - March 2015
Nationwide Equities Corp June 2013 - January 2014
Live Well Financial, Inc. July 2009 - June 2013
Capital Funds Equipment Leasing February 1991 - July 2009
Skills
Credit, Real Estate, Contract Negotiation, Investment Properties, Loans, Selling, FHA, Loan Origination, Refinance, Residential Mortgages, Mortgage Lending, Underwriting, Mortgage Banking, Credit Analysis, Reverse Mortgages, Sales
Education
Missouri Southern State University 1982 — 1986
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.2
Primary Residential Mortgage, Inc. April 2015 - Present
The Money Store February 2014 - March 2015
Nationwide Equities Corp June 2013 - January 2014
Live Well Financial, Inc. July 2009 - June 2013
Capital Funds Equipment Leasing February 1991 - July 2009
Skills
Credit, Real Estate, Contract Negotiation, Investment Properties, Loans, Selling, FHA, Loan Origination, Refinance, Residential Mortgages, Mortgage Lending, Underwriting, Mortgage Banking, Credit Analysis, Reverse Mortgages, Sales
Education
Missouri Southern State University 1982 — 1986
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.2
Michael Fecteau Michael Fecteau's Live Well Financial, Inc. Experience August 2008 - February 2009
Job Sales Associate at Capital One
Industry Facilities Services
Experience
Capital One June 2011 - Present
Coverall Health Based Cleaning System April 2009 - May 2011
Live Well Financial, Inc. August 2008 - February 2009
Cape Fear Publishing April 2007 - October 2008
The Scotts Miracle-Gro Company March 2007 - November 2007
Interactive Financial Marketing Group July 2004 - August 2006
The Hartford May 2001 - August 2003
Skills
Word, Outlook, Excel, PowerPoint, Customer Relations, Advertising, Customer Service
Education
Manchester Community College 2000 — 2002
Communications
University of Southern Maine 1999 — 2000
N/A
East Hartford High School 1995 — 1999
Diploma
Capital One June 2011 - Present
Coverall Health Based Cleaning System April 2009 - May 2011
Live Well Financial, Inc. August 2008 - February 2009
Cape Fear Publishing April 2007 - October 2008
The Scotts Miracle-Gro Company March 2007 - November 2007
Interactive Financial Marketing Group July 2004 - August 2006
The Hartford May 2001 - August 2003
Skills
Word, Outlook, Excel, PowerPoint, Customer Relations, Advertising, Customer Service
Education
Manchester Community College 2000 — 2002
Communications
University of Southern Maine 1999 — 2000
N/A
East Hartford High School 1995 — 1999
Diploma
Jim Cory Jim Cory's Live Well Financial, Inc. Experience November 2013 - Present
Job Senior Vice President at Live Well Financial, Inc.
Industry Financial Services
Experience
Live Well Financial, Inc. November 2013 - Present
Education
Penn State University 1992 — 1996
BA, History and Business Minor
Live Well Financial, Inc. November 2013 - Present
Education
Penn State University 1992 — 1996
BA, History and Business Minor
Eric Rohr Eric Rohr's Live Well Financial, Inc. Experience December 2008 - Present
Job Chief Financial Officer at Live Well Financial, Inc.
Industry Financial Services
Experience
Live Well Financial, Inc. December 2008 - Present
Capital One Financial January 2003 - December 2008
Georgia Pacific September 2002 - December 2002
Mirant August 1997 - June 2002
Southern Company May 1996 - August 1996
Coopers & Lybrand September 1987 - June 1995
Skills
Financial Services, Energy, Construction, Risk Management, Auditing, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Mergers, Credit, Strategic Financial..., Banking, Investments, Valuation, Corporate Finance, Forecasting, Investor Relations, Mergers & Acquisitions, Strategic Planning, Management, Financial Planning, Executive Management, Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
King University 1984 — 1988
B.A., Accounting, Economics
Live Well Financial, Inc. December 2008 - Present
Capital One Financial January 2003 - December 2008
Georgia Pacific September 2002 - December 2002
Mirant August 1997 - June 2002
Southern Company May 1996 - August 1996
Coopers & Lybrand September 1987 - June 1995
Skills
Financial Services, Energy, Construction, Risk Management, Auditing, Leadership, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Finance, Mergers, Credit, Strategic Financial..., Banking, Investments, Valuation, Corporate Finance, Forecasting, Investor Relations, Mergers & Acquisitions, Strategic Planning, Management, Financial Planning, Executive Management, Analytics
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
King University 1984 — 1988
B.A., Accounting, Economics
Dana Owens's Live Well Financial, Inc. Experience October 2008 - October 2010
Job Independent Brand Partner at Nerium International
Industry Financial Services
Experience
Nerium International July 2015 - Present
SunTrust Mortgage September 2014 - Present
SunTrust Mortgage August 2013 - September 2014
SunTrust Mortgage October 2010 - July 2013
Live Well Financial, Inc. October 2008 - October 2010
Live Well Financial, Inc. October 2008 - March 2010
Assurity Financial Services May 2008 - September 2008
Bear Stearns Residential Home Mortgage February 2007 - February 2008
Encore Credit Corp September 2004 - February 2007
NovaStar Mortgage August 2002 - August 2004
Skills
Notary Public, Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Refinance, Underwriting, Mortgage Underwriting, Banking, Residential Mortgages
Education
Art Institute of Pittsburgh 2009 — 2014
Associates, Graphic Design
Nerium International July 2015 - Present
SunTrust Mortgage September 2014 - Present
SunTrust Mortgage August 2013 - September 2014
SunTrust Mortgage October 2010 - July 2013
Live Well Financial, Inc. October 2008 - October 2010
Live Well Financial, Inc. October 2008 - March 2010
Assurity Financial Services May 2008 - September 2008
Bear Stearns Residential Home Mortgage February 2007 - February 2008
Encore Credit Corp September 2004 - February 2007
NovaStar Mortgage August 2002 - August 2004
Skills
Notary Public, Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Refinance, Underwriting, Mortgage Underwriting, Banking, Residential Mortgages
Education
Art Institute of Pittsburgh 2009 — 2014
Associates, Graphic Design
Kellyn Smith Kellyn Smith's Live Well Financial, Inc. Experience February 2007 - April 2009
Job Report Writer at Century Distribution Systems
Industry Information Technology and Services
Experience
Century Distribution Systems August 2010 - Present
Relay for Life-Mechanicsville July 2009 - December 2013
HRI August 1998 - August 2010
Live Well Financial, Inc. February 2007 - April 2009
Pembrooke Occupational Health April 2005 - February 2007
Hometown Realty 2002 - 2003
Skills
SSRS, Visio, Crystal Reports, Microsoft SQL Server, Access, SQL, Microsoft Excel, Microsoft Office, C#, Analysis, .NET, Quality Assurance, Business Analysis, Training, CSS, Databases, ASP.NET, Testing, Database Design, HTML, XML, Requirements Gathering, JavaScript, MySQL, Visual Studio, Web Applications, Data Analysis, VB.NET, Agile Methodologies, Scrum, jQuery, Data Warehousing, TFS, Business Intelligence, Software Development, Systems Analysis
Education
Radford University 2001 — 2004
Media Studies, Web Design, Computer Science & Math
Lee-Davis 1997 — 2001
Century Distribution Systems August 2010 - Present
Relay for Life-Mechanicsville July 2009 - December 2013
HRI August 1998 - August 2010
Live Well Financial, Inc. February 2007 - April 2009
Pembrooke Occupational Health April 2005 - February 2007
Hometown Realty 2002 - 2003
Skills
SSRS, Visio, Crystal Reports, Microsoft SQL Server, Access, SQL, Microsoft Excel, Microsoft Office, C#, Analysis, .NET, Quality Assurance, Business Analysis, Training, CSS, Databases, ASP.NET, Testing, Database Design, HTML, XML, Requirements Gathering, JavaScript, MySQL, Visual Studio, Web Applications, Data Analysis, VB.NET, Agile Methodologies, Scrum, jQuery, Data Warehousing, TFS, Business Intelligence, Software Development, Systems Analysis
Education
Radford University 2001 — 2004
Media Studies, Web Design, Computer Science & Math
Lee-Davis 1997 — 2001
Jordan Connell Jordan Connell's Live Well Financial, Inc. Experience June 2013 - January 2014
Job Team Lead Mortgage Loan Originator at Live Well Financial, Inc.
Industry Financial Services
Experience
Live Well Financial, Inc. NMLS #1177 January 2014 - Present
Live Well Financial, Inc. June 2013 - January 2014
The Cope Company Salt May 2011 - May 2013
PowerDMS™ May 2012 - July 2012
Skills
Sales, Account Executives, Mortgage Lending, FHA, Marketing, Outlook, Account Management, Sales Operations, New Business Development, Cold Calling, Customer Retention, Reverse Mortgages, Business Development, Finance, Sales Leadership..., Credit, Customer Service, Loans, Mortgage Banking, Refinance, Residential Mortgages, Team Leadership
Education
Liberty University 2009 — 2013
Bachelor of Science (BS), International Business
Live Well Financial, Inc. NMLS #1177 January 2014 - Present
Live Well Financial, Inc. June 2013 - January 2014
The Cope Company Salt May 2011 - May 2013
PowerDMS™ May 2012 - July 2012
Skills
Sales, Account Executives, Mortgage Lending, FHA, Marketing, Outlook, Account Management, Sales Operations, New Business Development, Cold Calling, Customer Retention, Reverse Mortgages, Business Development, Finance, Sales Leadership..., Credit, Customer Service, Loans, Mortgage Banking, Refinance, Residential Mortgages, Team Leadership
Education
Liberty University 2009 — 2013
Bachelor of Science (BS), International Business
Ed Dumas's Live Well Financial, Inc. Experience September 2008 - July 2009
Job Reverse Mortgage Specialist at RMF (Reverse Mortgage Funding)
Industry Financial Services
Experience
Reverse Mortgage Funding LLC April 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) April 2014 - April 2015
Generation Mortgage Company December 2011 - April 2014
American Fidelity Mortgage Services, Inc. May 2011 - December 2011
MetLife Home Loans July 2009 - June 2011
Live Well Financial, Inc. September 2008 - July 2009
Skills
Indiana registered CE..., Reverse Mortgages, Mortgage Lending, Loans, Home Equity, FHA, VA loans, Loan Origination, Finance, Banking, Residential Mortgages, Mortgage Banking, Sellers, USDA, FHA financing, Government Loans, Refinance, Real Estate, Credit, Mortgage Underwriting, Underwriting, Certified Mortgage..., Construction Loans, Mortgage Servicing, Real Estate Financing, Mortgage Marketing, Loss Mitigation, Credit Analysis, Investment Properties
Education
Mt. Carmel High School 1965 — 1969
Northwestern University 1965 — 1969
BS, Secondary Education
Reverse Mortgage Funding LLC April 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) April 2014 - April 2015
Generation Mortgage Company December 2011 - April 2014
American Fidelity Mortgage Services, Inc. May 2011 - December 2011
MetLife Home Loans July 2009 - June 2011
Live Well Financial, Inc. September 2008 - July 2009
Skills
Indiana registered CE..., Reverse Mortgages, Mortgage Lending, Loans, Home Equity, FHA, VA loans, Loan Origination, Finance, Banking, Residential Mortgages, Mortgage Banking, Sellers, USDA, FHA financing, Government Loans, Refinance, Real Estate, Credit, Mortgage Underwriting, Underwriting, Certified Mortgage..., Construction Loans, Mortgage Servicing, Real Estate Financing, Mortgage Marketing, Loss Mitigation, Credit Analysis, Investment Properties
Education
Mt. Carmel High School 1965 — 1969
Northwestern University 1965 — 1969
BS, Secondary Education
Avohom Carpenter Avohom Carpenter's Live Well Financial, Inc. Experience November 2012 - March 2013
Job Department Of Public Utilities at City of Richmond, Virginia
Industry Political Organization
Experience
City of Richmond, Virginia February 2014 - Present
Magellan Health Services November 2013 - February 2014
Terra Strategies August 2013 - November 2013
SunTrust Mortgage March 2013 - August 2013
Live Well Financial, Inc. November 2012 - March 2013
Presidential Inaugural Committee December 2012 - January 2013
Organizing For America April 2012 - November 2012
LIUNA - Laborers' International Union of North America February 2012 - April 2012
Connie Brennan For Delegate August 2011 - November 2011
Canon Information Technology Services, Inc. October 2010 - August 2011
Skills
Community Outreach, Fundraising, Political Campaigns, Nonprofits, Community Organizing, Microsoft Office, Public Speaking, Politics, Event Planning, Customer Service, Leadership, Grassroots Organizing, Training, Policy, Public Relations, Project Management, Public Policy, Leadership Development, Organizational..., Political Consulting, Political Economy, Non-profits, Research, Recruiting, Data Entry, Team Building, Mental Health Care, Behavioral Health, Medicaid Managed Care, Elector, Grassroots
Education
Hampton University 2006 — 2011
B.A. and B.S., Political Science and Business Administration
Churchland High School 2004 — 2005
Honors Diploma, Advanced Studies
Oscar Smith High School 2001 — 2004
City of Richmond, Virginia February 2014 - Present
Magellan Health Services November 2013 - February 2014
Terra Strategies August 2013 - November 2013
SunTrust Mortgage March 2013 - August 2013
Live Well Financial, Inc. November 2012 - March 2013
Presidential Inaugural Committee December 2012 - January 2013
Organizing For America April 2012 - November 2012
LIUNA - Laborers' International Union of North America February 2012 - April 2012
Connie Brennan For Delegate August 2011 - November 2011
Canon Information Technology Services, Inc. October 2010 - August 2011
Skills
Community Outreach, Fundraising, Political Campaigns, Nonprofits, Community Organizing, Microsoft Office, Public Speaking, Politics, Event Planning, Customer Service, Leadership, Grassroots Organizing, Training, Policy, Public Relations, Project Management, Public Policy, Leadership Development, Organizational..., Political Consulting, Political Economy, Non-profits, Research, Recruiting, Data Entry, Team Building, Mental Health Care, Behavioral Health, Medicaid Managed Care, Elector, Grassroots
Education
Hampton University 2006 — 2011
B.A. and B.S., Political Science and Business Administration
Churchland High School 2004 — 2005
Honors Diploma, Advanced Studies
Oscar Smith High School 2001 — 2004
Joshua Moran Joshua Moran's Live Well Financial, Inc. Experience August 2013 - Present
Job Vice President of Wholesale Lending at Live Well Financial, Inc.
Industry Banking
Experience
Live Well Financial, Inc. August 2013 - Present
City of Sierra Madre April 2010 - April 2014
Urban Financial Group January 2009 - July 2013
Sun West Mortgage Company May 2007 - December 2008
Webb-Martin Realtors August 2005 - May 2007
Flintridge Preparatory School February 1995 - May 2005
Skills
Reverse Mortgages, FHA, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Loans, Credit, Recruiting, Social Media, Refinance, Residential Mortgages, PowerPoint, Microsoft Excel, Underwriting, Foreclosures, Mortgage Underwriting, First Time Home Buyers, Certified Mortgage..., Real Estate, Investment Properties, Finance, REO, FHA financing, Sales, VA loans, Banking
Education
Claremont McKenna College 1988 — 1992
BA, Literature and Philosphy
Flintridge Preparatory School 1984 — 1988
Live Well Financial, Inc. August 2013 - Present
City of Sierra Madre April 2010 - April 2014
Urban Financial Group January 2009 - July 2013
Sun West Mortgage Company May 2007 - December 2008
Webb-Martin Realtors August 2005 - May 2007
Flintridge Preparatory School February 1995 - May 2005
Skills
Reverse Mortgages, FHA, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Loans, Credit, Recruiting, Social Media, Refinance, Residential Mortgages, PowerPoint, Microsoft Excel, Underwriting, Foreclosures, Mortgage Underwriting, First Time Home Buyers, Certified Mortgage..., Real Estate, Investment Properties, Finance, REO, FHA financing, Sales, VA loans, Banking
Education
Claremont McKenna College 1988 — 1992
BA, Literature and Philosphy
Flintridge Preparatory School 1984 — 1988
Adam Ayers Adam Ayers's Live Well Financial, Inc. Experience May 2013 - August 2015
Job Financial Analyst
Industry Banking
Experience
Live Well Financial, Inc. May 2013 - August 2015
HireCounsel January 2011 - May 2013
Capital One April 2010 - December 2010
HireCounsel June 2008 - April 2010
Ball Corporation May 2007 - August 2007
Federal Bureau of Investigation April 2005 - July 2006
Skills
Mergers & Acquisitions, Analysis, Financial Modeling, Strategy, Finance, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Government, Management, Portfolio Management, Legal Writing, Strategic Planning, Mergers, Forecasting, Business Strategy, Risk Management, Data Analysis, Program Management, Pricing, Project Management, Business Process..., Process Improvement, Competitive Analysis, Business Analysis, Business Development, Analytics, Team Leadership, Cross-functional Team..., Accounting, Management Consulting, Operations Management, Change Management, Venture Capital, Budgets, Strategic Financial..., Executive Management, Budget, Statistical modeling in..., Project finance and LBO..., Securities, Asset-backed..., Intex Desktop
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
M.B.A., Finance and Management
George Mason University School of Law 2000 — 2003
J.D., Law
William & Mary 1996 — 2000
B.A., Economics
Martinsville High School 1993 — 1996
Live Well Financial, Inc. May 2013 - August 2015
HireCounsel January 2011 - May 2013
Capital One April 2010 - December 2010
HireCounsel June 2008 - April 2010
Ball Corporation May 2007 - August 2007
Federal Bureau of Investigation April 2005 - July 2006
Skills
Mergers & Acquisitions, Analysis, Financial Modeling, Strategy, Finance, Due Diligence, Valuation, Financial Analysis, Corporate Finance, Government, Management, Portfolio Management, Legal Writing, Strategic Planning, Mergers, Forecasting, Business Strategy, Risk Management, Data Analysis, Program Management, Pricing, Project Management, Business Process..., Process Improvement, Competitive Analysis, Business Analysis, Business Development, Analytics, Team Leadership, Cross-functional Team..., Accounting, Management Consulting, Operations Management, Change Management, Venture Capital, Budgets, Strategic Financial..., Executive Management, Budget, Statistical modeling in..., Project finance and LBO..., Securities, Asset-backed..., Intex Desktop
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
M.B.A., Finance and Management
George Mason University School of Law 2000 — 2003
J.D., Law
William & Mary 1996 — 2000
B.A., Economics
Martinsville High School 1993 — 1996
Simone Bullock Simone Bullock's Live Well Financial, Inc. Experience April 2007 - November 2007
Job Human Resources Manager at Equity Concepts LLC
Industry Financial Services
Experience
Equity Concepts LLC February 2008 - Present
Live Well Financial, Inc. April 2007 - November 2007
Verizon February 2006 - April 2007
Skills
Human Resources, Office Administration, Event Planning, Wedding Planning, Management, Microsoft Office, People Skills, Employee Benefits, Human Relations, Training, Performance Management, Customer Service, Coaching, Team Building, Employee Relations, Sales, Recruiting, Organizational..., Payroll, Leadership Development
Education
Hunter College 1996 — 1999
Bachelor of Arts, Psychology
Kingsborough Community College 1993 — 1996
Associate of Arts, Psychology
Holy Name Convent 1988 — 1992
High School Diploma, Business
Equity Concepts LLC February 2008 - Present
Live Well Financial, Inc. April 2007 - November 2007
Verizon February 2006 - April 2007
Skills
Human Resources, Office Administration, Event Planning, Wedding Planning, Management, Microsoft Office, People Skills, Employee Benefits, Human Relations, Training, Performance Management, Customer Service, Coaching, Team Building, Employee Relations, Sales, Recruiting, Organizational..., Payroll, Leadership Development
Education
Hunter College 1996 — 1999
Bachelor of Arts, Psychology
Kingsborough Community College 1993 — 1996
Associate of Arts, Psychology
Holy Name Convent 1988 — 1992
High School Diploma, Business
Aaron Radina's Live Well Financial, Inc. Experience October 2007 - Present
Job Loan Officer at Live Well Financial, Inc.
Industry Financial Services
Experience
Live Well Financial, Inc. October 2007 - Present
Education
The University of Kansas 2000 — 2004
Live Well Financial, Inc. October 2007 - Present
Education
The University of Kansas 2000 — 2004
Christopher D'Auria, MBA's Live Well Financial, Inc. Experience May 2010 - February 2012
Job
Industry Banking
Experience
ClearVision Funding September 2014 - November 2014
REMN Wholesale March 2014 - August 2014
United Mortgage Corp. September 2013 - March 2014
Carrington Mortgage Services, Mortgage Lending Division May 2012 - September 2013
Live Well Financial, Inc. May 2010 - February 2012
Millennium Partners Enterprise Corporation April 2008 - May 2010
Fieldstone Mortgage Company August 1997 - October 2007
Skills
Contract Negotiation, Relationship Management, Forecasting, Project Management, Product Development, Business Development, Sales, Account Management, Banking, Marketing, Sales Management, Mortgage Lending, Microsoft Dynamics, Finance, Leadership, Loans, Management, Credit, Entrepreneurship, FHA, Financial Analysis, Loan Origination, Mortgage Banking, Performance Management, Recruiting, Refinance, Residential Mortgages, Team Building, Training, Underwriting
Education
National University 1997 — 2000
MBA, Financial Management
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of Puget Sound 1989 — 1991
Political Science
MBA School of Mortgage Banking 2005 — 2006
ClearVision Funding September 2014 - November 2014
REMN Wholesale March 2014 - August 2014
United Mortgage Corp. September 2013 - March 2014
Carrington Mortgage Services, Mortgage Lending Division May 2012 - September 2013
Live Well Financial, Inc. May 2010 - February 2012
Millennium Partners Enterprise Corporation April 2008 - May 2010
Fieldstone Mortgage Company August 1997 - October 2007
Skills
Contract Negotiation, Relationship Management, Forecasting, Project Management, Product Development, Business Development, Sales, Account Management, Banking, Marketing, Sales Management, Mortgage Lending, Microsoft Dynamics, Finance, Leadership, Loans, Management, Credit, Entrepreneurship, FHA, Financial Analysis, Loan Origination, Mortgage Banking, Performance Management, Recruiting, Refinance, Residential Mortgages, Team Building, Training, Underwriting
Education
National University 1997 — 2000
MBA, Financial Management
University of California, Santa Barbara 1989 — 1993
BA, Business Economics
University of Puget Sound 1989 — 1991
Political Science
MBA School of Mortgage Banking 2005 — 2006
Justin Kornfeld's Live Well Financial, Inc. Experience October 2011 - July 2013
Job Physical Therapy Assistant (PTA) at 4215 United States Army Hospital
Industry Health, Wellness and Fitness
Experience
4215 United States Army Hospital - USAR July 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Maverick Funding November 2013 - March 2014
Live Well Financial, Inc. October 2011 - July 2013
SunTrust Mortgage October 2010 - October 2011
US Army/Army National Guard July 1994 - October 2010
SunTrust Mortgage October 2008 - August 2009
Midas of Richmond January 2008 - October 2008
Saxon Mortgage, Inc., A Morgan Stanley Company February 2007 - October 2007
Aggressive Mortgage February 2006 - February 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Loan Origination, Banking, Leadership, Sales, Refinance, FHA, Underwriting, Customer Service, Management, Analysis, Business Development, Residential Mortgages, Research, Team Building, Credit Analysis, Coaching, Military, Notary Public, BLS, Therapeutic Modalities, CPR Certified
Education
Medical Education Training Campus (METC) 2014 — 2015
Diploma - Physical Therapy Specialist- MOS 68F awarded, Physical Therapy Technician/Assistant
Averett University 2002 — 2012
BBA, Business Adminstration, 3.17
4215 United States Army Hospital - USAR July 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Maverick Funding November 2013 - March 2014
Live Well Financial, Inc. October 2011 - July 2013
SunTrust Mortgage October 2010 - October 2011
US Army/Army National Guard July 1994 - October 2010
SunTrust Mortgage October 2008 - August 2009
Midas of Richmond January 2008 - October 2008
Saxon Mortgage, Inc., A Morgan Stanley Company February 2007 - October 2007
Aggressive Mortgage February 2006 - February 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Loan Origination, Banking, Leadership, Sales, Refinance, FHA, Underwriting, Customer Service, Management, Analysis, Business Development, Residential Mortgages, Research, Team Building, Credit Analysis, Coaching, Military, Notary Public, BLS, Therapeutic Modalities, CPR Certified
Education
Medical Education Training Campus (METC) 2014 — 2015
Diploma - Physical Therapy Specialist- MOS 68F awarded, Physical Therapy Technician/Assistant
Averett University 2002 — 2012
BBA, Business Adminstration, 3.17
Brian Weiler's Live Well Financial, Inc. Experience April 2009 - Present
Job VP at Live Well Financial, Inc.
Industry Construction
Experience
Live Well Financial, Inc. April 2009 - Present
Live Well Financial, Inc. April 2009 - Present
Systems Paving January 2008 - April 2009
Tenacity Group 2004 - 2006
Skills
Loans, FHA, Leadership, Mortgage Lending
Education
James Madison University 1992 — 1996
Central Bucks East
Central Bucks East
Live Well Financial, Inc. April 2009 - Present
Live Well Financial, Inc. April 2009 - Present
Systems Paving January 2008 - April 2009
Tenacity Group 2004 - 2006
Skills
Loans, FHA, Leadership, Mortgage Lending
Education
James Madison University 1992 — 1996
Central Bucks East
Central Bucks East
Josephine Fernandez's Live Well Financial, Inc. Experience December 2013 - September 2014
Job Mortgage Processor at GSF Mortgage Corporation
Industry Real Estate
Experience
Gsf Mortgage Corporation November 2014 - Present
Live Well Financial, Inc. December 2013 - September 2014
Value Financial Mortgage Services, Inc. November 2008 - December 2013
Circle Mortgage Corp May 2007 - October 2008
Option One Mortgage 2005 - 2007
Option One/H&R Block Mortgage 2005 - 2007
Skills
FHA, Mortgage Lending, Loans, Reverse Mortgages, FHA financing, Underwriting, Appraisals, Leadership, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, VA loans, Mortgage Underwriting, Certified Mortgage..., Government Loans, FHA Financing, VA Loans
Education
Queensborough Community College 1985 — 1987
Gsf Mortgage Corporation November 2014 - Present
Live Well Financial, Inc. December 2013 - September 2014
Value Financial Mortgage Services, Inc. November 2008 - December 2013
Circle Mortgage Corp May 2007 - October 2008
Option One Mortgage 2005 - 2007
Option One/H&R Block Mortgage 2005 - 2007
Skills
FHA, Mortgage Lending, Loans, Reverse Mortgages, FHA financing, Underwriting, Appraisals, Leadership, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, Credit, VA loans, Mortgage Underwriting, Certified Mortgage..., Government Loans, FHA Financing, VA Loans
Education
Queensborough Community College 1985 — 1987
Jack W. McGovern's Live Well Financial, Inc. Experience March 2009 - May 2010
Job Institutional Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
National Valuation Consultants, Inc. January 2013 - April 2015
National Valuation Consultants, Inc. February 2012 - January 2013
US Health Advisors October 2011 - February 2012
1st Reverse Mortgage USA May 2010 - March 2011
Live Well Financial, Inc. March 2009 - May 2010
1st Reverse Financial Services, LLC April 2008 - February 2009
Financial Freedom 2005 - 2007
Cornerstone REIT Pacific Life Atlas Funds Morgan Stanley 2000 - 2005
Skills
Series 7, Real Estate, Sales, Due Diligence, Investments, Loans, Insurance, Banking, Appraisal, Appraisals, Valuation, Argus Modeling, Business Development, FHA, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate Economics
Education
Kennesaw State University 1993 — 1997
B.A., History
Charles Schwab May 2015 - Present
National Valuation Consultants, Inc. January 2013 - April 2015
National Valuation Consultants, Inc. February 2012 - January 2013
US Health Advisors October 2011 - February 2012
1st Reverse Mortgage USA May 2010 - March 2011
Live Well Financial, Inc. March 2009 - May 2010
1st Reverse Financial Services, LLC April 2008 - February 2009
Financial Freedom 2005 - 2007
Cornerstone REIT Pacific Life Atlas Funds Morgan Stanley 2000 - 2005
Skills
Series 7, Real Estate, Sales, Due Diligence, Investments, Loans, Insurance, Banking, Appraisal, Appraisals, Valuation, Argus Modeling, Business Development, FHA, Finance, Refinance, Investment Properties, Mortgage Banking, Real Estate Economics
Education
Kennesaw State University 1993 — 1997
B.A., History
Bernard C Lambert Jr's Live Well Financial, Inc. Experience 2007 - 2009
Job President/CEO at Lambert Enterprises, LLC
Industry Individual & Family Services
Experience
Lambert Enterprises, LLC August 2004 - Present
B. C. Lambert, Jr. Ministries June 1992 - Present
Joseph M. Johnson Funeral Services March 2012 - Present
Live Well Financial, Inc. 2007 - 2009
Leigh Enterprises T/A A. D Price Funeral Est August 1997 - August 2004
Education
Richmond Virginia Seminary 1992 — 2004
Sacred Theology and Pastoral Counseling
University of Richmond 1997 — 1997
Human Resources Management/Personnel Administration, General
John Tyler Community College
Funeral Service and Mortuary Science
Virginia Union University
Psychology
Lambert Enterprises, LLC August 2004 - Present
B. C. Lambert, Jr. Ministries June 1992 - Present
Joseph M. Johnson Funeral Services March 2012 - Present
Live Well Financial, Inc. 2007 - 2009
Leigh Enterprises T/A A. D Price Funeral Est August 1997 - August 2004
Education
Richmond Virginia Seminary 1992 — 2004
Sacred Theology and Pastoral Counseling
University of Richmond 1997 — 1997
Human Resources Management/Personnel Administration, General
John Tyler Community College
Funeral Service and Mortuary Science
Virginia Union University
Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY