Merchants Mortgage & Trust
Industry: Company
DescriptionFounded: 1961
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Merchants Mortgage & Trust Employees
Fidelity Investments June 2015 - Present
Merchants Mortgage & Trust September 2014 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Capital Budgeting, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Time Management, Event Planning, Leadership, Data Analysis, Accounting, Social Networking, Social Media, Social Media Marketing, Facebook, Public Speaking
Education
University of Arizona 2010 — 2014
Eller College of Management, Finance
Bellarmine College Preparatory 2006 — 2010
Academy School District 20 November 2005 - Present
Pearson May 2014 - Present
El Paso County Attorney's Office September 2013 - June 2014
El Paso County Combined Courts September 2013 - May 2014
Merchants Mortgage & Trust August 1994 - February 2001
Skills
Teaching, Microsoft Word, Research, Writing, Legal Writing, Art, Volunteering, Drawing, Filing, Lesson Planning, Administrative...
Education
Pikes Peak Community College 2011 — 2012
Certificate, Paralegal
Ohio University 1985 — 1987
Master's degree, English--Literary History
Wittenberg University 1981 — 1985
Bachelor of Arts (BA), English and Art
Symetra May 2014 - Present
Berkadia October 2008 - April 2014
KAGS Inc. July 2007 - February 2013
Keller Williams Legacy One Realty May 2008 - April 2010
Merchants Mortgage & Trust May 2006 - May 2008
ULI Hines Competition 2008 - 2008
Skills
Real Estate, Real Estate Development, Real Estate Economics, Investment Properties, Commercial Real Estate, Property Management, Leases, Valuation, Investments, Financial Analysis, Financial Modeling, Leadership, Management, Finance, Loans, Portfolio Management, Marketing, Business Strategy, Sales, Underwriting, Residential Homes, Feasibility Studies, Due Diligence, Real Estate Transactions
Education
Arizona State University 2007 — 2008
Master's degree, Real Estate Development
Arizona State University 2003 — 2007
Bachelors, Real Estate
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
D Kellams Accounting Chief Financial OfficerKDJH Associated, LLC2003 - September 2009
Maverick Ranch 2005 - 2008
Dennis Kellams, CPA 1989 - 2005
Merchants Mortgage & Trust 2001 - 2002
Lipper Analytical Services, Inc 1998 - 2000
SuperValu 1991 - 1993
Western Pump-It., LLC 1990 - 1991
King Soopers 1985 - 1988
Grand Auto, Inc. 1983 - 1985
Chart House Restaurants, Inc. 1981 - 1983
Skills
Financial Analysis, Cash Management, Risk Management, Treasury Management, Financial Reporting, Operating Budgets, Capital Budgeting, Tax, Internal Audit, International Accounting, Forecasting, Management, Accounting, Inventory Management, Inventory Valuation, Banking Relationships, Loss Prevention, Loss Mitigation, Internal Controls, Internal/External..., Business Strategy, Cost Accounting, Auditing, Variance Analysis, Budgets, Consolidation, Managerial Finance, Sarbanes-Oxley Act
Education
University of Illinois at Urbana-Champaign 1976 — 1978
Bachelors, Accountancy
IDEX Corporation - Micropump Inc. December 2013 - Present
IDEX Corporation March 2012 - December 2013
Lockheed Martin June 2008 - February 2012
Lockheed Martin June 2006 - May 2009
Lockheed Martin June 2007 - May 2008
Lockheed Martin June 2006 - May 2007
Merchants Mortgage & Trust 2005 - 2005
Skills
Business Strategy, Proposal Writing, Financial Analysis, Contract Management, Financial Modeling, Business Case, Contract Negotiation, Cross-functional Team..., Earned Value Management, Forecasting, Budgeting, Cost Control, Budgets, P&L Financial Management, Process Improvement, Strategy, Business Process..., Strategic Planning
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master of Business Administration (M.B.A.)
Wheaton College 2002 — 2006
BA, Business/Economics
Vectra Private Bank October 2008 - Present
Merchants Mortgage & Trust August 2006 - September 2008
First United Bank June 2000 - August 2006
Skills
Consumer Lending, Commercial Lending, Mortgage Banking
Education
CSU Chico
Business
Statewide Renovators, LLC April 2010 - Present
Meadowlark Lending, LLC April 2010 - Present
Merchants Mortgage & Trust November 1999 - March 2009
Skills
Loans, Mortgage Lending, Commercial Lending, Refinance, Real Estate, Banking, Leadership, Sales, Credit, Investment Properties, Financial Services, Mortgage Banking, Finance, Insurance, Underwriting, Construction, Residential Roofing, Gutters, Paintless Dent Repair
Education
The University of Texas at El Paso 1981 — 1986
Finance and Real Estate , Private Lender, Roof and Car Hail Specialist
Hospital Couriers Corporation August 2015 - Present
Tri-Vision Corporation DBA Jan-Pro Cleaning Systems Denver October 2013 - August 2015
Accountemps August 2013 - October 2013
Merchants Mortgage & Trust March 2009 - June 2013
Merchants Mortgage & Trust March 2006 - March 2009
Infuturo Technologies February 2001 - February 2002
WIN Communications Corporation July 2000 - January 2001
US Navy August 1993 - August 1995
Skills
Microsoft Excel, Microsoft Word, 10 Key, Outlook, Accounting, Financial Reporting, Financial Analysis, Bank Reconciliation, Account Reconciliation, Notary Public, QuickBooks, SAP, Payroll Taxes, Quarterly Taxes, Sales Tax, Rightnetworks, Propertyware, ACT!, Human Resources, Payroll, Budgets, Financial Statements, Spreadsheets, Hyperion Enterprise, Financial Accounting, Managerial Finance, Finance, Tax, Journal Entries
Education
Regis University 2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting
Arapahoe Community College 2004 — 2006
Sidford Capital August 2012 - Present
JCR Capital October 2011 - August 2012
Beekman Real Estate Investment Management June 2010 - September 2011
The Chotin Group May 2005 - September 2011
Merchants Mortgage & Trust July 2004 - May 2005
Joe Lieberman for President 2003 - 2004
Education
New York University 2009 — 2010
Masters, Real Estate Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2003
Maxmont Capital 2014 - Present
Quantum Financial 2010 - 2013
Sure Storage USA, Inc. 2010 - 2010
Trinan 2007 - 2009
Merchants Mortgage & Trust 2003 - 2007
Burgoyne Development 2001 - 2004
Tri Capital Corporation 1999 - 2001
GMAC Commercial Mortgage 1998 - 1999
Pacific Southwest Realty Services 1995 - 1998
Skills
Due Diligence, Commercial Real Estate, Commercial Real Estate..., Commercial Lending, Commercial Mortgages, Commercial Real Estate..., Structured Finance, Leveraged Finance, Asset Management, Business Development, Investments, Financial Analysis, Financial Structuring, Real Estate Development, Loans, Real Estate Financing, Investment Properties
Education
Arizona State University
Bachelor of Science, Economics
Arizona State University
Master of Business Administration, Finance/Strategic Planning
Meadowlark Lending, LLC December 2011 - Present
Tri-State Mortgage Consultants, LLC September 2010 - December 2011
Sherman & Howard May 2009 - November 2010
Merchants Mortgage & Trust September 2003 - February 2009
Aronowitz & Ford, LLC 1990 - 1998
Skills
Mortgage, Loans, Closings, Real Estate, Refinance, Mortgage Lending, Residential Mortgages, Title Insurance, Mortgage Banking, Real Estate Financing, Loan Origination, HUD, Construction Loans, Mortgage Underwriting, FHA, USDA, Loss Mitigation
Education
Arapahoe Community College 1986 — 1987
Associates, Paralegal
Randstad Sourceright US May 2012 - September 2012
Augusta Resource Corporation and Wildcat Silver Corporation October 2011 - April 2012
The Learning Source for Adults and Families November 2009 - May 2011
Denver Public Schools May 2009 - May 2011
SHOP*TV, INC. October 2005 - September 2009
Denver Public Schools 2005 - 2008
AMC Cancer Fund August 2002 - May 2005
Merchants Mortgage & Trust 2001 - 2002
La Iguana Restaurant and Bar 1997 - 1999
TCBY and Mrs. Fields Franchising 1994 - 1996
Skills
Cold Calling, Business Development, Trade Show Exhibitor, Event Planning, Office Management, Executive..., Fundraising, Online Research, Non-profits, Public Speaking, Project Management, Administrative..., Customer Service, Entrepreneurship, Calendars, Expense Reports, Outlook, Database Admin, Human Resources, Nonprofits, Marketing, Training, Microsoft Office, Leadership, Event Management, Budgets
Education
Menlo College 1976 — 1978
AA
Cherry Creek High School 1972 — 1976
High school
Merchants Mortgage & Trust May 2004 - Present
KeyBank July 1995 - April 2004
Omnibank September 1992 - July 1995
Connecticut Bank & Trust 1979 - 1992
Skills
Loans, Mortgage, Real Estate, Portfolio Management, Banking, Mortgage Lending, Residential Homes, Commercial Lending, Commercial Mortgages, Financial Analysis, Credit, Mortgage Banking, Loan Origination, Refinance, Underwriting, Small Business Lending, FHA, Residential Mortgages, Construction Loans, Investment Properties
Education
Southern Connecticut State University
NAI Shames Makovsky July 2011 - Present
NAI Shames Makovsky March 2008 - July 2011
Colorado Mountain Development August 2004 - February 2008
Colorado Mountain Development January 2004 - September 2004
Merchants Mortgage & Trust February 2003 - January 2004
Merchants Mortgage & Trust May 2002 - February 2003
Education
University of Colorado at Denver 2011 — 2013
MBA, Finance
Syracuse University 1998 — 2002
Bachelor of Science (BS), Information Management and Technology