National Institute of Financial Education
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National Institute of Financial Education Employees
Employee
Years
Job
Industry
Sean Briscombe Sean Briscombe's National Institute of Financial Education Experience 2008 - Present
Job CLA, CMP, Wealth Strategist, Author, Speaker, Coach
Industry Financial Services
Experience
National Institute of Financial Education 2008 - Present
Provident Advisors July 2007 - September 2009
Demandex 1999 - 2002
Dell 1996 - 1999
Education
Southern Methodist University 1988 — 1992
BA, Physical Therapy
National Institute of Financial Education 2008 - Present
Provident Advisors July 2007 - September 2009
Demandex 1999 - 2002
Dell 1996 - 1999
Education
Southern Methodist University 1988 — 1992
BA, Physical Therapy
Todd Ballenger Todd Ballenger's National Institute of Financial Education Experience November 2007 - Present
Job Todd Ballenger Lending Clarity and Confidence since 1989...
Industry Financial Services
Experience
Vantage Production, LLC January 2012 - Present
National Institute of Financial Education November 2007 - Present
KendallTodd, Inc. November 2000 - Present
LendersInsight 2005 - December 2011
Innovision, Inc November 1995 - November 2010
PHH Mortgage June 2003 - January 2007
Cendant Mortgage 2003 - 2007
Zoom Culture December 2001 - December 2002
mortgage.com September 1999 - October 2000
BuildNet Financial 1999 - 2000
Skills
Mortgage Banking, Equity Management, Debt Management, Joint Ventures, Real Estate Private..., E-learning, Real Estate, Money, Financial Planning, Executive Coaching, Software Development, Executive Management, Mortgage Technology, Housing Finance, New Business Development, E-Learning, Mortgage Marketing, Strategic Financial..., Entrepreneurship, Loans, Strategy, Refinance, Mortgage Lending, Credit, Loan Origination, Leadership, FHA, Negotiation, Financial Advisory, Selling, Banking, Certified Mortgage..., Investment Properties, Portfolio Management, Business Development, Training, Sales, Start-ups, Residential Mortgages, Insurance, Real Estate Economics, Residential Homes, Investments, Finance, Coaching, Venture Capital, Real Estate Financing, Financial Structuring, Small Business, Financial Services
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA/BS, Business / Computer Science
Ashbrook High School 1981 — 1984
Vantage Production, LLC January 2012 - Present
National Institute of Financial Education November 2007 - Present
KendallTodd, Inc. November 2000 - Present
LendersInsight 2005 - December 2011
Innovision, Inc November 1995 - November 2010
PHH Mortgage June 2003 - January 2007
Cendant Mortgage 2003 - 2007
Zoom Culture December 2001 - December 2002
mortgage.com September 1999 - October 2000
BuildNet Financial 1999 - 2000
Skills
Mortgage Banking, Equity Management, Debt Management, Joint Ventures, Real Estate Private..., E-learning, Real Estate, Money, Financial Planning, Executive Coaching, Software Development, Executive Management, Mortgage Technology, Housing Finance, New Business Development, E-Learning, Mortgage Marketing, Strategic Financial..., Entrepreneurship, Loans, Strategy, Refinance, Mortgage Lending, Credit, Loan Origination, Leadership, FHA, Negotiation, Financial Advisory, Selling, Banking, Certified Mortgage..., Investment Properties, Portfolio Management, Business Development, Training, Sales, Start-ups, Residential Mortgages, Insurance, Real Estate Economics, Residential Homes, Investments, Finance, Coaching, Venture Capital, Real Estate Financing, Financial Structuring, Small Business, Financial Services
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA/BS, Business / Computer Science
Ashbrook High School 1981 — 1984
Larry Zech Larry Zech's National Institute of Financial Education Experience 2007 - Present
Job AVP Branch Manager at Wallick & Volk Mortgage Bankers
Industry Financial Services
Experience
Wallick & Volk Mortgage Bankers August 2014 - Present
National Institute of Financial Education 2007 - Present
Zech Financial Group, Inc. March 2006 - August 2014
CTX Mortgage 1994 - 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Finance, Refinance, Small Business, Real Estate Financing, Real Estate, Investment Properties, FHA, Residential Mortgages, Credit, Asset Management, Coaching, First Time Home Buyers, Certified Liability...
Education
California State University-Fullerton
Biology, Mathematics
Downey High
Wallick & Volk Mortgage Bankers August 2014 - Present
National Institute of Financial Education 2007 - Present
Zech Financial Group, Inc. March 2006 - August 2014
CTX Mortgage 1994 - 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Finance, Refinance, Small Business, Real Estate Financing, Real Estate, Investment Properties, FHA, Residential Mortgages, Credit, Asset Management, Coaching, First Time Home Buyers, Certified Liability...
Education
California State University-Fullerton
Biology, Mathematics
Downey High
Peter B. Baird Peter B. Baird's National Institute of Financial Education Experience May 2007 - Present
Job Private Mortgage BankingVice President
Industry Financial Services
Experience
National Institute of Financial Education May 2007 - Present
diablo funding blackhawk 2003 - 2007
diablo funding 2003 - 2007
diablo funding blackhawk 2003 - 2007
Education
Linfield College 1975 — 1979
B.S., Finance, Economics, Psychology
National Institute of Financial Education May 2007 - Present
diablo funding blackhawk 2003 - 2007
diablo funding 2003 - 2007
diablo funding blackhawk 2003 - 2007
Education
Linfield College 1975 — 1979
B.S., Finance, Economics, Psychology
Daniel Williams Daniel Williams's National Institute of Financial Education Experience 2008 - Present
Job Daniel Williams is a Residential Real Estate Mortgage Consultant at San Diego Lending Solutions/C2 Financial
Industry Financial Services
Experience
National Institute of Financial Education 2008 - Present
C2 Financial/San Diego Lending Solutions September 2007 - Present
Skills
First Time Home Buyers, Home, Mortgage, Refinance, Real Estate, Investment Properties, Public Speaking, Coaching, Mortgage Lending, FHA, Investments, Loans, Mortgage Banking, Residential Mortgages, Credit, Finance, Real Estate Transactions, Certified Mortgage..., Credit Analysis, Analysis, Small Business, Strategic Planning, Sales, Entrepreneurship, Funding, Sellers, Negotiation, Real Estate Financing, Financial Analysis, Strategic Financial..., Loan Origination, Foreclosures, REO, Investors, Referrals, Buyers, Condos, Residential Homes, Property, Selling, Short Sales, Rates, Brokerage, Financial Advisory, Mortgage Marketing, Commercial Real Estate, Insurance, Real Property, Seniors, Relocation
Education
National University 1986 — 1988
Masters Of Business Administration, Financial Management
Ohio Northern University 1982 — 1986
Bacholer's of Science in Business Administrtaion, Finance
National Institute of Financial Education 2008 - Present
C2 Financial/San Diego Lending Solutions September 2007 - Present
Skills
First Time Home Buyers, Home, Mortgage, Refinance, Real Estate, Investment Properties, Public Speaking, Coaching, Mortgage Lending, FHA, Investments, Loans, Mortgage Banking, Residential Mortgages, Credit, Finance, Real Estate Transactions, Certified Mortgage..., Credit Analysis, Analysis, Small Business, Strategic Planning, Sales, Entrepreneurship, Funding, Sellers, Negotiation, Real Estate Financing, Financial Analysis, Strategic Financial..., Loan Origination, Foreclosures, REO, Investors, Referrals, Buyers, Condos, Residential Homes, Property, Selling, Short Sales, Rates, Brokerage, Financial Advisory, Mortgage Marketing, Commercial Real Estate, Insurance, Real Property, Seniors, Relocation
Education
National University 1986 — 1988
Masters Of Business Administration, Financial Management
Ohio Northern University 1982 — 1986
Bacholer's of Science in Business Administrtaion, Finance
Allen Robinson Allen Robinson's National Institute of Financial Education Experience March 2008 - January 2013
Job Mortgage Loan Originator\Founder First Trust Mortgage Corp Let Me Show You How to Borrow Smart
Industry Financial Services
Experience
Helping Real Estate Professionals Help Buyers and Sellers 2011 - Present
First Trust Mortgage Corp March 1996 - Present
First Trust Mortgage Corp March 1996 - Present
National Institute of Financial Education March 2008 - January 2013
First Trust Mortgage Corp 15 year old mortgage planning firm March 1996 - September 2010
Great Western Bank May 1985 - April 1996
Financial Federal Savings and Loan April 1984 - June 1985
Skills
Master mind facilitator..., Loans, Investments, Certified Mortgage..., Commercial Lending, Residential Mortgages, Real Estate Economics, First Time Home Buyers, Credit Analysis, Strategic Financial..., Banking, Residential Homes, Underwriting, Small Business, Finance, Loan Origination, Financial Analysis, Real Estate Transactions, Real Estate, Reverse Mortgages, Referrals, Investors, Real Estate Financing, Financial Services, Condos, Sellers, FHA financing, Personal Finance, Construction Loans, Portfolio Management, Commercial Mortgages, Short Sales, Commercial Real Estate, Rates, VA loans, Sales, Funding, Marketing, Leadership, Property, Brokerage, Foreclosures, REO, Wealth Management, Mortgage Marketing, Due Diligence, Management, Retirement Planning, Financial Advisory, Strategy
Education
Darryl Davis 2013 — 2013
Power Agent Training, Real Estate
Nova University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1979 — 1983
BS, Forestry
Helping Real Estate Professionals Help Buyers and Sellers 2011 - Present
First Trust Mortgage Corp March 1996 - Present
First Trust Mortgage Corp March 1996 - Present
National Institute of Financial Education March 2008 - January 2013
First Trust Mortgage Corp 15 year old mortgage planning firm March 1996 - September 2010
Great Western Bank May 1985 - April 1996
Financial Federal Savings and Loan April 1984 - June 1985
Skills
Master mind facilitator..., Loans, Investments, Certified Mortgage..., Commercial Lending, Residential Mortgages, Real Estate Economics, First Time Home Buyers, Credit Analysis, Strategic Financial..., Banking, Residential Homes, Underwriting, Small Business, Finance, Loan Origination, Financial Analysis, Real Estate Transactions, Real Estate, Reverse Mortgages, Referrals, Investors, Real Estate Financing, Financial Services, Condos, Sellers, FHA financing, Personal Finance, Construction Loans, Portfolio Management, Commercial Mortgages, Short Sales, Commercial Real Estate, Rates, VA loans, Sales, Funding, Marketing, Leadership, Property, Brokerage, Foreclosures, REO, Wealth Management, Mortgage Marketing, Due Diligence, Management, Retirement Planning, Financial Advisory, Strategy
Education
Darryl Davis 2013 — 2013
Power Agent Training, Real Estate
Nova University 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1979 — 1983
BS, Forestry
Trevor Hammond Trevor Hammond's National Institute of Financial Education Experience 2008 - Present
Job Branch Manager at Aspire Mortgage Group #74846/#1098221 ; Helping Mortgage Professionals Achieve Growth and Freedom
Industry Financial Services
Experience
Aspire Mortgage Group August 2013 - Present
National Institute of Financial Education 2008 - Present
MFIC Pro December 2006 - Present
Makena Financial July 2005 - August 2013
Alpine Mortgage 2003 - 2005
Skills
Mortgage Lending, Certified Mortgage..., Leadership, Public Speaking, Mortgage Banking, Business Coaching, Lifestyle Coaching, Business Planning, Entrepreneurship, Time Management, Innovation, Leadership Development, Coaching, FHA, Finance, Financial Services, Residential Mortgages, Refinance, Selling, Real Estate Transactions, Referrals, Investment Properties, Investments, Strategy, Sales, Real Estate, Loans, Marketing, Team Building, Training, Strategic Planning, Residential Homes, Small Business
Education
Portland State University 1994 — 1997
BS, Finance
University of Portland 1991 — 1994
Business, Engineering, Math
Hillsboro High School 1988 — 1991
Aspire Mortgage Group August 2013 - Present
National Institute of Financial Education 2008 - Present
MFIC Pro December 2006 - Present
Makena Financial July 2005 - August 2013
Alpine Mortgage 2003 - 2005
Skills
Mortgage Lending, Certified Mortgage..., Leadership, Public Speaking, Mortgage Banking, Business Coaching, Lifestyle Coaching, Business Planning, Entrepreneurship, Time Management, Innovation, Leadership Development, Coaching, FHA, Finance, Financial Services, Residential Mortgages, Refinance, Selling, Real Estate Transactions, Referrals, Investment Properties, Investments, Strategy, Sales, Real Estate, Loans, Marketing, Team Building, Training, Strategic Planning, Residential Homes, Small Business
Education
Portland State University 1994 — 1997
BS, Finance
University of Portland 1991 — 1994
Business, Engineering, Math
Hillsboro High School 1988 — 1991
Shawn R Perkins Shawn R Perkins's National Institute of Financial Education Experience 2007 - Present
Job Mortgage and Financial Strategist | Communicating Innovative Ideas and Strategies in Easy to Understand Ways
Industry Financial Services
Experience
Benchmark Mortgage (NMLS #2143) May 2013 - Present
National Institute of Financial Education 2007 - Present
American Capital Home Loans, Inc. October 2011 - May 2013
Broadview Mortgage Corporation January 2010 - October 2011
The Lenders Group April 2002 - April 2009
The Core 2001 - 2003
Skills
Refinance, Mortgage Lending, Mortgage Banking, Credit, Loans, Finance, Insurance, Real Estate, Investments, FHA, Marketing Strategy, Investment Properties, First Time Home Buyers, Lifestyle Coaching, Customer Service, Marketing, Residential Mortgages, Team Building, Loan Origination, Entrepreneurship, Leadership
Education
Valhalla High School 1981 — 1984
Grossmont College
Benchmark Mortgage (NMLS #2143) May 2013 - Present
National Institute of Financial Education 2007 - Present
American Capital Home Loans, Inc. October 2011 - May 2013
Broadview Mortgage Corporation January 2010 - October 2011
The Lenders Group April 2002 - April 2009
The Core 2001 - 2003
Skills
Refinance, Mortgage Lending, Mortgage Banking, Credit, Loans, Finance, Insurance, Real Estate, Investments, FHA, Marketing Strategy, Investment Properties, First Time Home Buyers, Lifestyle Coaching, Customer Service, Marketing, Residential Mortgages, Team Building, Loan Origination, Entrepreneurship, Leadership
Education
Valhalla High School 1981 — 1984
Grossmont College
Paul McIntyre's National Institute of Financial Education Experience 2008 - Present
Job Senior Mortgage Planner
Industry Real Estate
Experience
Guild Mortgage Company September 2009 - Present
National Institute of Financial Education 2008 - Present
Skills
Finance, Real Estate, Mortgage Lending, Tax, Mortgage Banking, REO, Refinance, Leadership, Residential Homes, Loans, Investors, Foreclosures, Investment Properties, Sellers, Residential Mortgages, First Time Home Buyers, Small Business, Single Family Homes, Credit, Loan Origination, FHA, Short Sales
Education
California State University-Long Beach 1995 — 1998
BA, communication studies
Alameda High School 1986 — 1989
Guild Mortgage Company September 2009 - Present
National Institute of Financial Education 2008 - Present
Skills
Finance, Real Estate, Mortgage Lending, Tax, Mortgage Banking, REO, Refinance, Leadership, Residential Homes, Loans, Investors, Foreclosures, Investment Properties, Sellers, Residential Mortgages, First Time Home Buyers, Small Business, Single Family Homes, Credit, Loan Origination, FHA, Short Sales
Education
California State University-Long Beach 1995 — 1998
BA, communication studies
Alameda High School 1986 — 1989
Emelie Maybrook Emelie Maybrook's National Institute of Financial Education Experience June 2009 - May 2011
Job Mortgage Sales Manager at Illinois Bank & Trust
Industry Financial Services
Experience
Illinois Bank & Trust March 2015 - Present
US Bancorp February 2014 - February 2015
WJ Bradley Mortgage Capital, LLC May 2011 - November 2013
Southern Fidelity Mortgage March 2010 - May 2011
National Institute of Financial Education June 2009 - May 2011
Herocare Las Vegas March 2008 - January 2011
Benchmark Mortgage March 2009 - March 2010
All Western Mortgage January 2008 - February 2009
Republic Mortgage January 2000 - February 2007
Skills
Strategic Planning, Mortgage Lending, Finance, Loans, FHA, Credit, Certified Mortgage..., Residential Mortgages, Loan Origination, Refinance, Mortgage Banking, First Time Home Buyers, Marketing, Public Speaking, Team Building, VA loans, Sales, Small Business, Real Estate Financing, VA Loans
Education
University of Nevada-Las Vegas - College of Business
Bachelor of Arts Economics, International Econ, Int'l Monetary relations, 3.4
University of Santo Tomas
Economics
Illinois Bank & Trust March 2015 - Present
US Bancorp February 2014 - February 2015
WJ Bradley Mortgage Capital, LLC May 2011 - November 2013
Southern Fidelity Mortgage March 2010 - May 2011
National Institute of Financial Education June 2009 - May 2011
Herocare Las Vegas March 2008 - January 2011
Benchmark Mortgage March 2009 - March 2010
All Western Mortgage January 2008 - February 2009
Republic Mortgage January 2000 - February 2007
Skills
Strategic Planning, Mortgage Lending, Finance, Loans, FHA, Credit, Certified Mortgage..., Residential Mortgages, Loan Origination, Refinance, Mortgage Banking, First Time Home Buyers, Marketing, Public Speaking, Team Building, VA loans, Sales, Small Business, Real Estate Financing, VA Loans
Education
University of Nevada-Las Vegas - College of Business
Bachelor of Arts Economics, International Econ, Int'l Monetary relations, 3.4
University of Santo Tomas
Economics
Bryan McDonald Bryan McDonald's National Institute of Financial Education Experience February 2008 - January 2011
Job SME – Business Insurance at Taylor Group Insurance
Industry Insurance
Experience
TAYLOR GROUP September 2013 - Present
Greater Naperville Networking August 2007 - Present
Alper Services LLC July 2011 - July 2013
Chicago Gateway Green June 2011 - July 2013
Maddox Group December 2007 - July 2011
National Institute of Financial Education February 2008 - January 2011
Naperville Jaycees 2009 - 2010
Milan Florists 2009 - 2009
Allied Home Mortgage February 2005 - December 2007
Windy City Mortgage May 2003 - February 2005
Skills
Public Speaking, Social Media, Insurance, Small Business, Marketing, Strategic Planning, Sales, Account Management, Customer Service, New Business Development, Coaching, Negotiation, Team Building, Marketing Strategy, Sales Management, Finance, Strategy, Social Media Marketing, Entrepreneurship, Business Development, B2B, Leadership, Business Strategy, Real Estate, Training, Start-ups, Solution Selling, Time Management, Mortgage Lending, Budgets, Marketing Communications, Online Marketing, Networking, Nonprofits, CRM, Social Networking, Event Planning, Direct Sales, Leadership Development, Online Advertising, Public Relations, Microsoft Excel, Management, Business Planning, Risk Management, Lead Generation, Email Marketing, Fundraising, Salesforce.com, Cold Calling
Education
Penn State University 1997 — 2001
BS, Management and Marketing
Wilson High School (West Lawn) 1991 — 1995
HS Diploma, College Prep
TAYLOR GROUP September 2013 - Present
Greater Naperville Networking August 2007 - Present
Alper Services LLC July 2011 - July 2013
Chicago Gateway Green June 2011 - July 2013
Maddox Group December 2007 - July 2011
National Institute of Financial Education February 2008 - January 2011
Naperville Jaycees 2009 - 2010
Milan Florists 2009 - 2009
Allied Home Mortgage February 2005 - December 2007
Windy City Mortgage May 2003 - February 2005
Skills
Public Speaking, Social Media, Insurance, Small Business, Marketing, Strategic Planning, Sales, Account Management, Customer Service, New Business Development, Coaching, Negotiation, Team Building, Marketing Strategy, Sales Management, Finance, Strategy, Social Media Marketing, Entrepreneurship, Business Development, B2B, Leadership, Business Strategy, Real Estate, Training, Start-ups, Solution Selling, Time Management, Mortgage Lending, Budgets, Marketing Communications, Online Marketing, Networking, Nonprofits, CRM, Social Networking, Event Planning, Direct Sales, Leadership Development, Online Advertising, Public Relations, Microsoft Excel, Management, Business Planning, Risk Management, Lead Generation, Email Marketing, Fundraising, Salesforce.com, Cold Calling
Education
Penn State University 1997 — 2001
BS, Management and Marketing
Wilson High School (West Lawn) 1991 — 1995
HS Diploma, College Prep
Jim Kuhner, CLA Jim Kuhner, CLA's National Institute of Financial Education Experience January 2008 - September 2014
Job College Planner | Financial Aid | Scholarships | Retirement Income | IRA | Small Business Cash Flow
Industry Financial Services
Experience
College Selection Strategy January 1982 - Present
National Institute of Financial Education January 2008 - September 2014
National Institute of Certified College Planners May 2006 - June 2014
Whiteco Industries/Now Clear Channel January 1977 - April 1980
Skills
Strategy, Small Business, Complexity Reduction, Life Insurance, Business Development, Finance, Sales, Financial Advisory, Operations Management, Analysis, Nonprofits, Business, E-commerce, Lead Generation, Retirement, Social Media Marketing, Real Estate, Team Building, Marketing, Online Marketing, Accounts Receivable, Entrepreneurship, New Business Development, Online Advertising, Project Planning, Integration, Business Planning, Social Networking, SEO, Coaching, Start-ups, Wealth, Leadership, Business Strategy, Management Consulting, Training, Marketing Strategy, Selling, Strategic Planning, Public Speaking, Strategic Partnerships, Tax, Negotiation
Education
Baldwin Wallace University 1972 — 1976
BA, Political Science, Speech/Theater, Business
College Selection Strategy January 1982 - Present
National Institute of Financial Education January 2008 - September 2014
National Institute of Certified College Planners May 2006 - June 2014
Whiteco Industries/Now Clear Channel January 1977 - April 1980
Skills
Strategy, Small Business, Complexity Reduction, Life Insurance, Business Development, Finance, Sales, Financial Advisory, Operations Management, Analysis, Nonprofits, Business, E-commerce, Lead Generation, Retirement, Social Media Marketing, Real Estate, Team Building, Marketing, Online Marketing, Accounts Receivable, Entrepreneurship, New Business Development, Online Advertising, Project Planning, Integration, Business Planning, Social Networking, SEO, Coaching, Start-ups, Wealth, Leadership, Business Strategy, Management Consulting, Training, Marketing Strategy, Selling, Strategic Planning, Public Speaking, Strategic Partnerships, Tax, Negotiation
Education
Baldwin Wallace University 1972 — 1976
BA, Political Science, Speech/Theater, Business
Michael Dorr Michael Dorr's National Institute of Financial Education Experience 2007 - 2012
Job Real Estate Finance
Industry Financial Services
Experience
First Priority Financial Inc. February 2012 - Present
Michael Dorr March 2002 - Present
National Institute of Financial Education 2007 - 2012
The Arthritis Institute September 1992 - April 2004
Skills
Mortgage Lending, Investments, Loans, Insurance, Credit, Real Estate Economics, Finance, Certified Mortgage..., Real Estate, Investment Properties, Credit Analysis, REO, Real Estate Financing, Residential Mortgages, Loan Origination, Underwriting, Foreclosures, Refinance, Mortgage Banking, First Time Home Buyers, FHA
Education
University of California, Los Angeles 1990 — 1991
Certification
University of the Pacific 1981 — 1984
Flintridge Preparatory School 1978 — 1981
I think so.
First Priority Financial Inc. February 2012 - Present
Michael Dorr March 2002 - Present
National Institute of Financial Education 2007 - 2012
The Arthritis Institute September 1992 - April 2004
Skills
Mortgage Lending, Investments, Loans, Insurance, Credit, Real Estate Economics, Finance, Certified Mortgage..., Real Estate, Investment Properties, Credit Analysis, REO, Real Estate Financing, Residential Mortgages, Loan Origination, Underwriting, Foreclosures, Refinance, Mortgage Banking, First Time Home Buyers, FHA
Education
University of California, Los Angeles 1990 — 1991
Certification
University of the Pacific 1981 — 1984
Flintridge Preparatory School 1978 — 1981
I think so.
Larry Jackson Jr. Larry Jackson Jr.'s National Institute of Financial Education Experience September 2007 - Present
Job Faculty Member at National Institute of Financial Education
Industry Education Management
Experience
National Institute of Financial Education September 2007 - Present
The S.E.C.U.R.E. Program February 2007 - September 2008
Alpine Mortgage Planning April 2003 - August 2008
Flossin' Magazine January 2000 - May 2002
West Coast Financial Group June 1998 - January 2000
Sloy, Dahl & Holst January 1992 - June 1998
Portland Trailblazers January 1992 - June 1998
Education
Jesuit High School 1982 — 1986
Oregon State University
National Institute of Financial Education September 2007 - Present
The S.E.C.U.R.E. Program February 2007 - September 2008
Alpine Mortgage Planning April 2003 - August 2008
Flossin' Magazine January 2000 - May 2002
West Coast Financial Group June 1998 - January 2000
Sloy, Dahl & Holst January 1992 - June 1998
Portland Trailblazers January 1992 - June 1998
Education
Jesuit High School 1982 — 1986
Oregon State University
Vinnie Apostolico Vinnie Apostolico's National Institute of Financial Education Experience 2007 - Present
Job VP, Branch Manager at McLean Mortgage Corporation
Industry Banking
Experience
McLean Mortgage Corporation August 2010 - Present
National Institute of Financial Education 2007 - Present
Family Lender, Inc. June 2002 - December 2009
Skills
Mortgage Lending, Loan Origination, First Time Home Buyers, Refinance, FHA, Foreclosures, Finance, Public Speaking, Residential Homes, Short Sales, Underwriting, Loans, Real Estate, Residential Mortgages, Mortgage Banking, Credit, Small Business
Education
James Madison University
McLean Mortgage Corporation August 2010 - Present
National Institute of Financial Education 2007 - Present
Family Lender, Inc. June 2002 - December 2009
Skills
Mortgage Lending, Loan Origination, First Time Home Buyers, Refinance, FHA, Foreclosures, Finance, Public Speaking, Residential Homes, Short Sales, Underwriting, Loans, Real Estate, Residential Mortgages, Mortgage Banking, Credit, Small Business
Education
James Madison University
Mike Winesburg Mike Winesburg's National Institute of Financial Education Experience March 2008 - March 2010
Job Chief Financial Officer at WA Wilson & Sons, Inc
Industry Building Materials
Experience
WA Wilson & Sons, Inc December 2011 - Present
Land & Mineral Management of Appalachia September 2011 - December 2011
McKinley Carter Wealth Services November 2008 - September 2011
National Institute of Financial Education March 2008 - March 2010
J. Michael Mortgage Corporation April 2001 - December 2008
Wells Fargo Home Mortgage 2000 - 2001
Education
Ohio University 1991 — 1995
Bachelor of Science
WA Wilson & Sons, Inc December 2011 - Present
Land & Mineral Management of Appalachia September 2011 - December 2011
McKinley Carter Wealth Services November 2008 - September 2011
National Institute of Financial Education March 2008 - March 2010
J. Michael Mortgage Corporation April 2001 - December 2008
Wells Fargo Home Mortgage 2000 - 2001
Education
Ohio University 1991 — 1995
Bachelor of Science
Liz McGiffin's National Institute of Financial Education Experience 2007 - Present
Job Owner, High Sierra Mortgage
Industry Financial Services
Experience
National Institute of Financial Education 2007 - Present
High Sierra Mortgage March 2005 - Present
Education
University of La Verne
Masters, Business
National Institute of Financial Education 2007 - Present
High Sierra Mortgage March 2005 - Present
Education
University of La Verne
Masters, Business
Jeff Younger's National Institute of Financial Education Experience 2007 - January 2010
Job Branch Manager
Industry Financial Services
Experience
Broadview Mortgage Corporation - Corporate January 2009 - Present
Broadview mortgage 2012 - 2015
Broadview mortgage 2012 - 2015
Provisors 2012 - 2013
National Institute of Financial Education 2007 - January 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loans, Real Estate, Credit, Investment Properties, First Time Home Buyers, Marketing, Team Building, Strategic Planning, Social Media Marketing, Sales, Residential Mortgages, Insurance, Certified Mortgage..., REO, Real Estate Financing, Loan Origination, Foreclosures, Referrals, Residential Homes
Education
University of Southern California 1982 — 1984
Bachelor of Science, Business
Northern Arizona University, College of Business Administration 1980 — 1982
Broadview Mortgage Corporation - Corporate January 2009 - Present
Broadview mortgage 2012 - 2015
Broadview mortgage 2012 - 2015
Provisors 2012 - 2013
National Institute of Financial Education 2007 - January 2010
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loans, Real Estate, Credit, Investment Properties, First Time Home Buyers, Marketing, Team Building, Strategic Planning, Social Media Marketing, Sales, Residential Mortgages, Insurance, Certified Mortgage..., REO, Real Estate Financing, Loan Origination, Foreclosures, Referrals, Residential Homes
Education
University of Southern California 1982 — 1984
Bachelor of Science, Business
Northern Arizona University, College of Business Administration 1980 — 1982
BJ Mangrum's National Institute of Financial Education Experience 2006 - Present
Job Owner, Premier Properties
Industry Real Estate
Experience
Premier Properties FacultyNational Insititute of Financial Education2007 - Present
National Institute of Financial Education 2006 - Present
Education
Michigan State University
BFA, Fine Arts
Premier Properties FacultyNational Insititute of Financial Education2007 - Present
National Institute of Financial Education 2006 - Present
Education
Michigan State University
BFA, Fine Arts