Newbold Advisors

Description

Address: 14401 Statler Blvd, Fort Worth, TX 76155 Phone: (727) 489-2505Hours: Place name: : : : : : : Category: Website: Website: http://www.newboldadvisors.com/ Category: Employment agency 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 Newbold Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Newbold Advisors Employees

Employee
Years
Job
Industry
Shay Solomon Shay Solomon Dallas/Fort Worth Area Details
Shay Solomon's Newbold Advisors Experience August 2015 - Present
Job Business Control Specialist/ Quality Control Analyst
Industry Financial Services
Experience
Newbold Advisors   August 2015 - Present
Insight Global (temporary assignment)   January 2015 - April 2015
Bank of America  December 2008 - August 2014
Bank of America  March 2013 - July 2014
Bank of America  January 2012 - March 2013
Bank of America  February 2011 - January 2012
Bank of America  February 2010 - February 2011
Bank of America  December 2008 - February 2010
Wells Fargo  January 2004 - December 2005

Skills
Quality Assurance, Reporting & Analysis, Crystal Reports, Quality Auditing, Business Analysis, Quality Control, Business Process..., Foreclosures, Bankruptcy, MS Excel Pivot Tables, Chapter 7 & 13, Mortgage Servicing, Microsoft Excel, Microsoft Office, PowerPoint, Management, Workflow Management, Team Leadership, Employee Training, Team Management, Leadership, Analysis, Documentation, Internal Audit, Auditing, Interviews, Access, Testing, Customer Service, Operations Management, Customer Satisfaction, Chapter 13 Bankruptcy, Banking, Residential Mortgages, Remediation, Fannie Mae, FHLMC, Veterans Affairs, Loss Mitigation, Communication, Microsoft Word, Process Improvement, Change Management, SDLC, Training, Vendor Management, Team Building, Financial Analysis, Finance

Education
Tarrant County College   2014 — 2016
Business Administration and Management, General

Tarrant County College
Business Administration and Management, General

John Steere John Steere Houston, Texas Area Details
John Steere's Newbold Advisors Experience March 2014 - October 2014
Job Making Technology Work for People in Oil & Gas
Industry Computer Software
Experience
MCSF   2009 - Present
Oracle  March 2015 - Present
Autodesk  October 2014 - March 2015
Newbold Advisors   March 2014 - October 2014
Dassault Systemes SolidWorks Corporation  August 2011 - February 2014
Dassault Systemes SolidWorks Corporation  September 2007 - July 2011
Vector Resource Group   July 2004 - July 2006
MSC.Software  February 2001 - July 2004
Various Software and Recruiting companies   August 1995 - February 2001
Texas Engineering Systems   1998 - 1999

Skills
Supply Chain Management, Enterprise Software, Solution Selling, Account Management, Leadership, Customer Service, Sales Process, Contract Negotiation, Strategic Planning, Product Lifecycle..., Sales Operations, Outsourcing, Product Development, Strategic Partnerships, Sales, Product Management, Management, SaaS, Selling, Recruiting, Direct Sales, Telecommunications, Integration, Business Development, Go-to-market Strategy, CRM, Salesforce.com, Channel Partners

Education
Texas A&M University   1984 — 1988
B.S., Political Science

Denisha Sturdivant Denisha Sturdivant Dallas/Fort Worth Area Details
Denisha Sturdivant's Newbold Advisors Experience October 2011 - January 2013
Job Self Employed
Industry Retail
Experience
Hollywood Snow   March 2014 - Present
Fannie Mae  July 2013 - March 2014
Newbold Advisors   October 2011 - January 2013
TXU Energy  August 2008 - July 2010

Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, FHA, Banking, Credit Analysis, Residential Mortgages, Consumer Lending

Education
The University of Texas at Austin   2000 — 2000

Southwest High School   1995 — 1998

Matthew Peters Matthew Peters Dallas/Fort Worth Area Details
Matthew Peters's Newbold Advisors Experience June 2014 - August 2014
Job
Industry Banking
Experience
Think Finance  August 2015 - Present
Think Finance  August 2014 - August 2015
Newbold Advisors   June 2014 - August 2014
Discover Financial Services  November 2010 - December 2013
Digital Matrix Systems, Inc.   January 2007 - October 2010
Experian-Scorex  January 2005 - January 2007
InFRE - International Foundation for Retirement Education   August 2003 - December 2004

Skills
Analytics, Blaze Advisor, Business Analysis, Business Intelligence, Credit, Credit Analysis, Credit Bureau, Credit Cards, Credit Risk, FACTA, FCRA, FICO, Loans, Microsoft SQL Server, Mortgage Banking, Predictive Analytics, Predictive Modeling, Project Management, Risk Management, SDLC, Teradata, Portfolio Management, Leadership, Management, Credit Scoring, Requirements Gathering, Project Portfolio..., Business Requirements, Strategy

Education
Texas Tech University - Rawls College of Business   2003 — 2004
Master of Business Administration (M.B.A.), Management and Leadership Skills, 3.533 cumulative GPA

Texas Tech University - Rawls College of Business   1999 — 2003
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, Honors Graduate, cum laude, 3.500 cumulative GPA

Karen Dolan Karen Dolan Mckinney, Texas Details
Karen Dolan's Newbold Advisors Experience May 2013 - November 2013
Job Servicing & Special Projects Manager at North American Lending, an NTFN Company NMLS #75333
Industry Financial Services
Experience
North American Lending, an NTFN Company NMLS #75333   September 2014 - Present
Newbold Advisors   May 2013 - November 2013
Saxon Mortgage  June 2008 - May 2013
WAMU  2004 - 2008
ABN AMRO  1995 - 2004

Skills
Default, Loan Servicing, Mortgage Lending, Loans, Foreclosures, FHA, FHLMC, Mortgage Banking, FNMA, Portfolio Management, Customer Service, Risk Management, Banking, Management, Residential Mortgages, Loan Modifications, Letter Writing, Team Building, Microsoft Excel, Investor Relations, GSE, Referrals, Exception Management, Team Leadership, Team Management, Microsoft Word, Coaching, Default Investor..., FHLMC, FNMA Reporting, Excel, Word, GSE and Private..., Default Collections and..., Breach/Demand Letter..., Foreclosure review &..., Creating Policy &..., SCRA Processes and..., MSP Practitioner, Fiserv system..., Employee Training

Education
Jefferson Davis High School
Graduate, General Studies

Troy State University
Nursing Education

Eric Randolph Eric Randolph Orlando, Florida Area Details
Eric Randolph's Newbold Advisors Experience April 2015 - Present
Job In Transition; Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   April 2015 - Present
Digital Risk, LLC  February 2012 - December 2014
Federal Deposit Insurance Corporation  December 2010 - February 2012
Digital Risk, LLC  December 2009 - July 2010
CitiMortgage  July 2007 - November 2009
Aurora Loan Services a Lehman Brothers Company  2003 - 2007
Ohio Savings Bank  2002 - 2003
Conseco Finance  2001 - 2002
GMAC-RFC  1996 - 2000
Wells Fargo Home Mortgage  1992 - 1995

Skills
Financial Risk, Risk Management, Finance, Mortgage Banking, Mortgage Servicing, Due Diligence, Loans, Credit, Mortgage Lending, Fraud, Analysis, Underwriting, Banking, Loss Mitigation, Credit Risk, Loan Origination, Credit Analysis, Residential Mortgages, Financial Services, Management, Mortgage Underwriting

Education
University of Iowa College of Law   1979 — 1982
JD, Law

University of Iowa   1975 — 1979
BBA, Accounting

Kevin B. Hemphill Kevin B. Hemphill Dallas/Fort Worth Area Details
Kevin B. Hemphill's Newbold Advisors Experience October 2014 - Present
Job Financial/Mortgage Servicing Senior Management
Industry Financial Services
Experience
Newbold Advisors   October 2014 - Present
CoreLogic formerly Bank of America Home Loans   2006 - May 2014
Bank of America formerly Countrywide Home Loans  2004 - 2006
Prime Lending/Wright Lending   2002 - 2004
Transamerica  1999 - 2002

Skills
Operations Management, Operational Excellence, Mortgage Servicing, Business Process..., Process Management, Process Redesign, Project Management, Strategic Planning, Business Strategy, Escrow, Back Office Operations, Applications..., Mergers & Acquisitions, Business Alliance..., Contract Negotiation, Contact Center..., Outsourcing Management, Offshore Outsourcing, New Product Ideas, Office Management, Department..., Office/functional..., Vendor Management, Risk Management, Mortgage Lending, Banking, Loans, Management, Process Improvement, Credit, Portfolio Management

Education
University of Northern Iowa
Bachelor's Degree, Parks, Recreation and Leisure Facilities Management

Brian Blackmore Brian Blackmore Red Oak, Texas Details
Brian Blackmore's Newbold Advisors Experience August 2013 - February 2014
Job Business Compliance Analyst at USAA
Industry Real Estate
Experience
USAA  April 2014 - Present
Newbold Advisors   August 2013 - February 2014
Bank of America  January 2012 - July 2013
Fannie Mae  August 2011 - January 2012
Citi  May 2009 - August 2011
Citi  May 2007 - May 2009

Skills
Process Improvement, Quality Assurance, Business Analysis, Business Process, Risk Management, SDLC, PMP, Banking, Financial Services, SharePoint, Financial Risk, Credit, Loans, Mortgage Lending, Loan Origination, FHA, Mortgage Underwriting, Salesforce.com, Finance, Credit Risk, Operational Risk, Credit Analysis, Relationship Management

Education
University of Houston   2004 — 2006
Business Administration and Management, General

Tyler Wall Tyler Wall Dallas/Fort Worth Area Details
Tyler Wall's Newbold Advisors Experience August 2012 - August 2015
Job Business Analyst at Newbold Advisors
Industry Financial Services
Experience
BNY Mellon  September 2015 - Present
Newbold Advisors   August 2012 - August 2015
Newbold Advisors   April 2012 - August 2012
Newbold Advisors   June 2011 - March 2012
Fannie Mae  February 2010 - April 2011
Brass Real Estate Funds   May 2009 - August 2009

Skills
Financial Modeling, Microsoft Excel, Finance, Financial Reporting, Policy Writing, Portfolio Management, Analysis, Loss Mitigation, Consulting, Business Process..., Data Analysis, Project Management, Bankruptcy, Credit Analysis, Risk Management, Real Estate, Due Diligence, Mortgage Banking, Mortgage Lending, Process Improvement, Proficient in Spanish, Loans

Education
Texas A&M University - Mays Business School   2008 — 2009
Master of Real Estate, Real Estate

Renee Fairchild Renee Fairchild Dallas/Fort Worth Area Details
Renee Fairchild's Newbold Advisors Experience January 2014 - October 2014
Job Underwriting / Compliance / Bankruptcy Specialist
Industry Financial Services
Experience
Newbold Advisors   January 2014 - October 2014
PrimeLending  June 2013 - October 2013
US Small Business Administration  February 2013 - June 2013
Newbold Advisors   February 2012 - January 2013
Carlisle & Gallagher Consulting Group  May 2010 - January 2012
Access Mortgage  May 2009 - May 2010
Chase Bank  February 2008 - May 2009
Maverick Residential Mortgage  September 2005 - February 2008
Premier Nationwide Lending  February 2003 - September 2005
University Mortgage (Amnet Mortgage)   September 2001 - February 2003

Skills
Mortgage Lending, Loans, Banking, Loan Origination, FHA, Underwriting, Loss Mitigation, Refinance, Financial Analysis, Analysis, Risk Management, Management, Foreclosures, Mortgage Banking, Sales, Credit Analysis, Leadership, Customer Service, Team Building, Mortgage Servicing, Credit, Insurance, Business Development, USDA, Commercial Lending, Skills include: MS...

Education
University of North Texas   1983 — 1990
Psychology/Real Estate Law/Finance

North Garland High School   1979 — 1982

Zachary Warren Zachary Warren Dallas/Fort Worth Area Details
Zachary Warren's Newbold Advisors Experience January 2012 - February 2013
Job Sr. Lead Operations Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2013 - Present
Newbold Advisors   January 2012 - February 2013
Cottages of Lubbock   January 2011 - December 2011
International Aviation Support   May 2008 - August 2009
Polar Ice Grapevine   August 2006 - August 2008
Players Bench Hockey Shop   December 2005 - June 2006

Skills
Microsoft Excel, Sales Management, Sales, New Business Development, Product Marketing, Marketing, Business Planning, Management, Event Management, Microsoft Office, Leadership, Escalation Process, Team Building, Escalation Resolution, PowerPoint, Business Analysis, Team Leadership, Escalations Management, Management Consulting, Account Management, Forecasting, Time Management, Social Networking, Social Media Marketing, Customer Service

Education
Texas Tech University   2007 — 2011
Marketing and Management, Business Administration and Management, General

Desert Vista   2003 — 2004

Derek Logue Derek Logue Houston, Texas Area Details
Derek Logue's Newbold Advisors Experience December 2013 - January 2015
Job Data Administrator at National Oilwell Varco
Industry Oil & Energy
Experience
National Oilwell Varco  January 2015 - Present
Newbold Advisors   December 2013 - January 2015
Klein Volunteer Fire Department   January 2012 - May 2014
Alamo Drafthouse Cinemas  February 2013 - March 2014
Klein Volunteer Fire Department   July 2009 - March 2010
MSO Seals and Gaskets   December 2008 - January 2009

Skills
Microsoft Office, Design For Retrieval..., Smart Find, Photoshop, Illustrator, Teamwork, Rescue, First Responder, Research, 3D Studio Max, Maya, Customer Service, Analysis, Firefighting, Fire Management, Marketing, Data Analysis, Fire Suppression Systems, Strategic Planning, EMS, Project Management

Education
University of Houston   2012 — 2015
Bachelor of Applied Science (BASc), Biology/Biological Sciences, General

Art Institute of Houston   2005 — 2009
Bachelor of Arts (B.A.), Media Arts and Animation

Klein

Farzana Malik Farzana Malik Dallas/Fort Worth Area Details
Farzana Malik's Newbold Advisors Experience April 2012 - February 2013
Job Resolution Research Analyst at Nationstar Mortgage
Industry Information Technology and Services
Experience
Nationstar Mortgage  August 2013 - Present
Colvin Resources Group  April 2013 - July 2013
Newbold Advisors   April 2012 - February 2013
Carlisle & Gallagher Consulting Group  June 2010 - January 2012
Superior Technical Resources  February 2009 - May 2010
Bank of America  April 1996 - December 2008
MBNA America  August 2002 - January 2006
MBNA America Bank, Dallas, TX   1996 - 2006
MBNA  October 2000 - August 2002

Skills
Process Improvement, Business Analysis, Training, Vendor Management, Recruiting, Account Management, Call Centers, Team Building, Leadership, Strategic Planning, Management, Operations Management, Banking, Budgets, Customer Service, CRM, Analysis, Strategy

Education
University of Phoenix   2003 — 2007
BSBM, Business Management

Daniel De Los Santos Daniel De Los Santos Houston, Texas Details
Daniel De Los Santos's Newbold Advisors Experience August 2011 - April 2012
Job Manager, IT Process and Controls at Rowan Companies
Industry Oil & Energy
Experience
Rowan Companies  October 2013 - Present
RealEC Technologies  April 2012 - July 2013
Newbold Advisors   August 2011 - April 2012
Litton  July 2007 - July 2011
Litton  July 1999 - July 2007
Litton  July 1999 - September 2000
Litton  November 1998 - June 1999
GE Capital Mortgage Services, Inc  April 1992 - November 1998

Skills
Business Analysis, Process Improvement, Vendor Management, Program Management, Quality Assurance, Business Process, Project Management, Change Management, Testing, Mortgage Servicing, Mortgage Lending, SDLC, Management, Leadership, Access, Banking, IT Management, Team Leadership, Security, Integration, Budgets, Loan Servicing, Risk Management, Six Sigma, Software Documentation, Team Building, SharePoint, Loans, Visio, Business Process..., Enterprise Software, Windows, Technical Writing, Accounting, Executive Management, Disaster Recovery, Requirements Gathering, Analysis, ERP, Business Continuity..., ITIL, Consulting

Education
The University of Texas at Austin   1986 — 1992
BA, Economics

Justin Ragan Justin Ragan Dallas/Fort Worth Area Details
Justin Ragan's Newbold Advisors Experience May 2011 - March 2012
Job Assistant Vice President in Risk Quality Assurance at Citi Mortgage
Industry Financial Services
Experience
Citigroup  April 2013 - Present
Adjility Consulting  March 2012 - March 2013
Newbold Advisors   May 2011 - March 2012
Nationstar Mortgage  September 2010 - May 2011
Nationstar Mortgage Wholesale Lending  September 2010 - April 2011
Nationstar Mortgage  September 2009 - October 2010

Skills
Analysis, Banking, Business Analysis, Consulting, Credit, Credit Analysis, Financial Services, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Mortgage Lending, REO, Risk Management, Refinance, Mortgage Underwriting, Underwriting, Mortgage Servicing, Mortgage Banking, FHA

Education
The University of Texas at Arlington   1999 — 2004
Bachelors in Business Administration, Marketing

Marcus Mobley Marcus Mobley Dallas/Fort Worth Area Details
Marcus Mobley's Newbold Advisors Experience May 2013 - March 2014
Job at
Industry Financial Services
Experience
Mercer  April 2014 - Present
Belk  2014 - 2015
Newbold Advisors   May 2013 - March 2014
Belk  2014 - 2014
Belk  2014 - 2014
Belk  2014 - 2014
Carlisle & Gallagher Consulting Group  2012 - January 2013
JPMorgan Chase  July 2011 - April 2012
Citi  April 2006 - July 2011

Skills
Mortgage Lending, Loans, Credit, Banking, FHA, Process Improvement, Portfolio Management, Underwriting, Risk Management, Loss Mitigation, Investments, Loan Servicing, Microsoft Excel, Mortgage Banking, Credit Analysis, Series 7, Consumer Lending, SQL, Human Resources, Payroll, HIPAA, Health & Welfare..., FSA

Education
North Mesquite High School   2001 — 2005

North Mesquite High School
High School Diploma

North Mesquite High School

North Mesquite High School

University of Houston-Downtown
Bachelor's degree, Economics

John W Sanchez John W Sanchez Dallas/Fort Worth Area Details
John W Sanchez's Newbold Advisors Experience December 2012 - May 2013
Job VP – Third Party Servicing Performance Management & Analytics at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
Newbold Advisors   December 2012 - May 2013
JPMorgan Chase  October 2008 - December 2012
GE Consumer Finance  June 2003 - October 2008
Green Tree  2000 - 2003

Skills
Six Sigma, SQL, PL/SQL, HTML, XML, Java, JavaScript, Apache, Lotus Domino, Lotus Notes, Lotus Domino..., VBA, Visual Basic, Informatica, Web Services, Weblogic, Websphere, Project Management, Solution Architecture, Strategic Leadership, Business Intelligence, Business Analysis, Process Improvement, Enterprise Architecture, Program Management, Oracle SQL, Oracle Enterprise..., MS Integration Services, Microsoft SQL Server, Microsoft Technologies, SOA, Oracle, Analytics, Business Process, E-commerce, Integration, Leadership, Organizational..., SDLC, Strategy

Education
University of St. Thomas - Opus College of Business   2006 — 2008
MBA

University of Minnesota-Twin Cities   1991 — 1995
BA, Economics & International Relations

Hector Tolentino Hector Tolentino Washington D.C. Metro Area Details
Hector Tolentino's Newbold Advisors Experience 2012 - 2013
Job Senior Associate at TurningPoint Global Solutions
Industry Information Technology and Services
Experience
TurningPoint Global Solutions  February 2013 - Present
Newbold Advisors   2012 - 2013
Freddie Mac  March 2010 - November 2011
Freddie Mac  2009 - 2010
Fannie Mae  December 2006 - February 2009
Fannie Mae  January 2003 - December 2006
Fannie Mae  December 2000 - December 2003
Fannie Mae  July 1997 - December 2000
Fannie Mae  July 1993 - July 1997
MCI  1989 - June 1993

Skills
ETL, Data Warehousing, Data Analysis, Database Design, Metadata Management, Project Management, Business Intelligence, Data Modeling, Oracle, Data Governance, Requirements Analysis, Systems Analysis, Data Migration, Software Development, Sybase, SDLC, Software Project..., Microsoft SQL Server, Integration, Enterprise Architecture, Management, Databases, Master Data Management, IT Management, MS Project, Visio, IT Strategy, Business Analysis, Data Quality, Data Management, Business Process..., Enterprise Software, Vendor Management, Analysis, Governance, Database Administration, PMP, Requirements Gathering, PMO, Business Process

Education
University of California, Los Angeles - The Anderson School of Management

University of Maryland College Park

Jon Thornburg Jon Thornburg Dallas/Fort Worth Area Details
Jon Thornburg's Newbold Advisors Experience April 2012 - Present
Job Consultant at Newbold Advisors
Industry Accounting
Experience
Probe Ministries  June 2013 - Present
Newbold Advisors   April 2012 - Present
Wingspan Portfolio Advisors  January 2012 - April 2012
Wingspan Consulting   2012 - 2012
Carlisle & Gallagher  March 2010 - May 2011
Collin Central Appraisal District  August 2003 - February 2010

Skills
Management Consulting, Business Analysis, Risk Management, CRM, Business Process..., Vendor Management, Financial Analysis, Process Improvement, SDLC, Change Management, Accounting, Team Building, Strategic Planning, Banking

Education
University of Central Missouri   1975 — 1978
BSBA, FINANCE

Hastings Senior High School, Hastings Ne.

Kinesha Rodgers Kinesha Rodgers Carrollton, Texas Details
Kinesha Rodgers's Newbold Advisors Experience January 2011 - January 2013
Job Banking Professional
Industry Banking
Experience
Newbold Advisors   January 2011 - January 2013
NewBold Advisor   2011 - 2013

Skills
Loan Origination, Loans, Foreclosures, Underwriting, Mortgage Lending, Loan Servicing, Mortgage Banking, Loss Mitigation, Mortgage Servicing, Credit, Mortgage Underwriting, Credit Risk, Banking, Residential Mortgages, FHA, Credit Analysis, Financial Services, Financial Risk, Finance, Portfolio Management, Retail Banking, Risk Management

Education
Texas Woman's University   2010 — 2013

Andrew Stanfield Andrew Stanfield Dallas/Fort Worth Area Details
Andrew Stanfield's Newbold Advisors Experience August 2012 - May 2013
Job Senior Consulting Analyst at RealPage, Inc
Industry Financial Services
Experience
RealPage, Inc.   May 2013 - Present
Newbold Advisors   August 2012 - May 2013
A&M Excavation, Inc   May 2011 - August 2012
Cuestasport Gimnasio   August 2010 - December 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Citrix, AS400 system, LPS, Equator, Lotus Notes, Event Planning, Management, Sales, Finance, Market Research

Education
Texas Tech University
Bachelors of Business Administration, International Business, Minor in Spanish, 3.2

Philip Emond Philip Emond Dallas/Fort Worth Area Details
Philip Emond's Newbold Advisors Experience April 2014 - September 2014
Job Technical Writer Business Documentation Specialist at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage  December 2014 - Present
Newbold Advisors   April 2014 - September 2014
Newbold Advisors   November 2013 - April 2014
Newbold Advisors   May 2013 - November 2013
Newbold Advisors   January 2013 - November 2013
Newbold Advisors   April 2012 - December 2012
Newbold Advisors   May 2011 - March 2012
U.S. Small Business Administration   November 2005 - October 2010
BBVA Compass  October 2007 - September 2008
Wells Fargo Bank  June 1994 - November 2005

Skills
Recruiting, Training, Management, Finance, Quality Assurance, Underwriting, Banking, Budgets, Credit, Payroll, Mortgage Lending, Loans, Financial Risk, Analysis, Portfolio Management, Auditing, Change Management, Program Management, Process Improvement, Leadership, Loan Origination, Financial Services, Team Leadership, Risk Management

Education
Tarrant County College

Roger Fee Roger Fee Charlottesville, Virginia Area Details
Roger Fee's Newbold Advisors Experience August 2010 - Present
Job President at MI Solutions Group
Industry Financial Services
Experience
Newbold Advisors   August 2010 - Present
MI Solutions Group   June 2010 - Present
United Guaranty Corporation  December 2006 - June 2010
United Guaranty Corporation  April 2005 - December 2006
United Guaranty Corporation  April 1996 - April 2005
United Guaranty Corporation  December 1992 - April 1996
MNC AMERICAN CORP   August 1987 - September 1992
ITT FINANCIAL SERVICES  August 1984 - August 1987
ASSOCIATES FINANCIAL SERVICES  June 1979 - August 1984

Skills
Problem Solving, Team Building, Metrics, Mortgage Banking, Underwriting, Mortgage, Credit, Risk Management, Loans, Strategic Planning, Mortgage Lending, Credit Risk, Strategic Thinking, Mortgage Industry, Operations Management, Change Management, Banking, Executive Management, Leadership, Loan Origination, Finance, Financial Risk, Sales, Quality Assurance, Analysis, Business Development, Management

Education
University of Phoenix   1990 — 2002
BSBA, Business Administration

The School of Mortgage Banking   1994 — 1998
Certificate, Mortgage Banking

Center For Creative Leadership
Certification, Leadership Development

University of North Carolina at Greensboro
Certification, Management Development Progam

Janet (Patton) Foster Janet (Patton) Foster Dallas/Fort Worth Area Details
Janet (Patton) Foster's Newbold Advisors Experience January 2014 - May 2015
Job Business Analyst at Newbold Advisors, LLC
Industry Financial Services
Experience
Recovco Mortgage Management  May 2015 - Present
Newbold Advisors   January 2014 - May 2015
Checks and Balances - contracting for RBS Citizens   March 2013 - September 2013
Newbold Advisors, LLC   May 2011 - March 2013
CitiMortgage  January 2011 - May 2011
Mortgage Data Integrity, LLC   May 2006 - May 2011
RE/MAX DFW Associates  2003 - 2006
Earth Mortgage  2001 - 2004
ARGO Data Resource Corporation  November 1998 - July 2001
Landmark Mortgage Co.   1998 - 1999

Skills
Loans, Loan Origination, First Time Home Buyers, Recruiting, REO, Investment Properties, New Home Sales, Real Estate, Foreclosures, Short Sales, Sellers, Mortgage Lending and..., Mortgage Software, Mortgage Marketing, Refinance, Credit

Education
University of North Texas   1989 — 1992
B.A., Journalism/Public Relations, Business

Belinda Westing Belinda Westing Dallas/Fort Worth Area Details
Belinda Westing's Newbold Advisors Experience April 2012 - March 2013
Job Project Coordinator; Marketing and Sales Professional
Industry Executive Office
Experience
Nationstar Mortgage/Champion Mortgage Company   September 2013 - Present
Nationstar Mortgage  May 2013 - September 2013
Newbold Advisors   April 2012 - March 2013
Carlisle and Gallagher Consulting Group  February 2011 - February 2012
Expedia  July 2009 - December 2010
Nu Horizons Electronics  January 2002 - July 2009
Royal BodyCare, Inc.   February 2001 - June 2001
The Ingersoll Company   November 1997 - January 2001

Skills
Microsoft Office, AS/400, Salesforce.com, Account Management, Leadership, Sales Management, Customer Service, Team Building, Project Coordination, Software Documentation, CRM, Operations Management, Quality Assurance, Analysis, Mortgage Lending, Finance, Budgets, Sales, SharePoint, Outlook, Marketing, Recruiting, Microsoft Excel, Management, Training, Process Improvement, Human Resources, Microsoft Word, PowerPoint

Education
North Garland High School

Texas Lutheran
Bachelor of Arts (B.A.), Communication and Media Studies

Douglas Adair Douglas Adair Nashville, Tennessee Details
Douglas Adair's Newbold Advisors Experience 2011 - Present
Job Associate at Newbold Advisors
Industry Capital Markets
Experience
Newbold Advisors   2011 - Present
Bethpage Federal Credit Union  October 2010 - June 2011
American Home Mortgage  2006 - 2007
E*Trade  May 2001 - June 2005
E*TRADE Financial  2001 - 2005
Hinton Mortgage Company/The Adair Advisory Group   1981 - 2001

Skills
Mortgage Lending, Market Risk

Education
The University of Memphis   1972 — 1976
BBA, International Business

Melinda Napoli Melinda Napoli Phoenix, Arizona Area Details
Melinda Napoli's Newbold Advisors Experience 2013 - February 2015
Job Operations Bank of America
Industry Financial Services
Experience
Bank of America  January 2015 - Present
Newbold Advisors   2013 - February 2015
JPMorgan Chase  April 2008 - July 2012
ResMAE Mortgage Corporation  July 2007 - April 2008
Option One Mortgage  January 1998 - July 2007
OPTION ONE MORTGAGE CORPORATION  January 1998 - July 2007
Option One Mortgage  January 1998 - July 2007
FIRST UNION BANK  January 1997 - January 1998
ASSOCIATES FINANCIAL SERVICES  January 1989 - January 1997
Associates Financial Services  1989 - 1997

Skills
Mortgage Banking, Risk Management, Loans, Program Management, Sales Operations, Management, Change Management, Mortgage Lending, Underwriting, Quality Assurance, Leadership, Project Management, Asset Management, Compliance, Credit, Operations Management, Loan Origination, Financial Services, Team Building, Analysis, Management Consulting, Financial Risk, Loss Mitigation, PMO, Business Development, Process Improvement

Education
UC Irvine
Project Management

Ohio State   1986 — 1988

PROCSI
Certificate, Change Management Methodology

Michele Sophiea Newsham Michele Sophiea Newsham Fairfax, Virginia Details
Michele Sophiea Newsham's Newbold Advisors Experience October 2013 - February 2014
Job Senior Manager, Mortgage Operations at NVR, Inc.
Industry Financial Services
Experience
NVR, Inc.   March 2014 - Present
Newbold Advisors   October 2013 - February 2014
McLean Mortgage Corporation  September 2012 - September 2013
Pinnacle Capital Mortgage  April 2011 - September 2012
NetMore America, Inc  February 2009 - February 2011
World Alliance Financial, dba Senior Lending Network   February 2008 - November 2008
American Brokers Conduit  May 2002 - January 2008
Washington Mutual  June 2000 - May 2002
Bank of America  1997 - 2000
TMC Mortgage   1989 - November 1997

Skills
Policy, Executive Management, Leadership, Strategic Planning, Real Estate Financing, Account Management, Process Improvement, Government Loans, Process Design, Banking, Business Analysis, Due Diligence, FHA, Loan Origination, Loans, Management, Microsoft Excel, Mortgage Banking, Mortgage Lending, Negotiation, New Business Development, Operations Management, Residential Homes, Residential Mortgages, Start-ups, Team Building, Training, VA loans, Management Consulting, Financial Services, Consulting

Education
University of Maryland University College   1981 — 1983
Business Administration

Western Michigan University   1975 — 1978
Business Administration

Flint Central High School   1973 — 1975

Jason Sasser Jason Sasser Dallas/Fort Worth Area Details
Jason Sasser's Newbold Advisors Experience April 2009 - October 2010
Job Senior Loan Officer
Industry Financial Services
Experience
Elite Capital   October 2012 - Present
Great Western  May 2014 - February 2015
Fannie Mae  October 2010 - October 2012
Newbold Advisors   April 2009 - October 2010
Priority Real Estate   January 2000 - April 2009

Skills
Management, Mortgage Underwriting, Mortgage Servicing, Mortgage Lending, Mortgage Modification, Mortgage Insurance, Real Estate, Real Estate Financing, Real Estate Marketing, Real Estate Negotiating, Customer Service, Marketing, Marketing Communications, Social Media Marketing, Microsoft Office, Loss Mitigation, Mortgage Banking, Loan Servicing, Loan Origination, Refinance, Consumer Lending, Loans, Residential Mortgages, Finance, Portfolio Management, Commercial Mortgages, Financial Services, FHA, Commercial Real Estate, Real Estate Transactions, Foreclosures, Asset Management

Education
University of North Texas   2007 — 2008
Bachelor's Degree, Applied Technology & Management, 3.5 GPA Dean's List

Texas Tech University   1992 — 1996
BA, Communication Studies

Brette Mathias Reiman Brette Mathias Reiman Ponte Vedra Beach, Florida Details
Brette Mathias Reiman's Newbold Advisors Experience January 2012 - Present
Job Public Relations Consultant
Industry Public Relations and Communications
Experience
Newbold Advisors   January 2012 - Present
Self-employed  January 2010 - Present
Hugs Across the County   September 2010 - Present
Jaffe PR  1995 - 1998
Ketchum  1989 - 1995

Skills
Media Relations, Fundraising, Non-profit Leadership, Nonprofits, Community Organizing, Community Service, Writing, Public Relations

Education
University of Pennsylvania   1985 — 1989
Bachelor of Arts (BA), Communication and Media Studies

Brenda B. Clem, CMB Brenda B. Clem, CMB Cincinnati Area Details
Brenda B. Clem, CMB's Newbold Advisors Experience January 2012 - June 2013
Job President/ Owner of Brenda Clem Consulting LLC
Industry Financial Services
Experience
Brenda Clem Consulting, LLC   May 2011 - Present
Newbold Advisors   January 2012 - June 2013
Equifax  January 2011 - May 2011
Fifth Third Bank  September 2010 - December 2010
Fifth Third Bank  April 2005 - September 2010
Fifth Third Bank  August 2003 - April 2005
Fifth Third Bank  June 2002 - August 2003
PCFS Financial Services  1996 - 2002
PCFS Financial Services, a division of Provident Bank   1996 - 2002

Skills
Risk Management, Secondary Market, Investor Relations, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Residential Mortgages, Warehouse Lending, Loss Mitigation, Underwriting, FHA, Credit, Mortgage Servicing, Banking, Credit Risk, Credit Analysis, Portfolio Management, Mortgage Underwriting, Financial Risk, Commercial Lending, Financial Services, Due Diligence, Asset Managment, Asset Management, Business Development, Process Improvement, Executive Management, Relationship Management, Loan Servicing, Finance, Management Consulting, Operational Improvement, Operational Turnaround, Management, Refinance, Leadership, Strategy, Consumer Lending, Commercial Mortgages, Funding, Securitization, MBS, Operational Risk..., Capital Markets, USDA, VA loans, FHA financing, Mortgage Marketing, Valuation

Education
University of Cincinnati   1979 — 1984

Andrea Green, MBA, PMP Andrea Green, MBA, PMP Washington D.C. Metro Area Details
Andrea Green, MBA, PMP's Newbold Advisors Experience August 2012 - October 2013
Job Project Management Consultant at Freddie Mac
Industry Financial Services
Experience
Freddie Mac  November 2013 - Present
Newbold Advisors   August 2012 - October 2013
Freddie Mac  October 2011 - August 2012
FANNIE MAE  April 2011 - August 2011
OST, Inc.   May 2009 - March 2010
Chase  March 2008 - May 2009
Wachovia  July 2007 - March 2008
CM IT Solutions of Northern Delaware   December 2005 - February 2007
Mars, Inc  July 1997 - August 2005

Skills
Program Management, Process Improvement, Change Management, Budgets, Contract Negotiation, Strategic Technology..., Programme Governance, PMP, PMO, SDLC, Project Portfolio..., Vendor Management, MS Project, Project Management, Requirements Analysis, Business Analysis, IT Management, Resource Management, Software Project..., Visio, Integration, Data Warehousing, Leadership, Risk Management, Business Intelligence, Outsourcing, Strategy, Business Process...

Education
Temple University   1995 — 1997
MBA, International Business

Temple University   1988 — 1990
BBA, Computer and Information Sciences

University of Louisiana at Lafayette   1985 — 1988
Computer Science

michael j smith michael j smith Dallas/Fort Worth Area Details
michael j smith's Newbold Advisors Experience May 2012 - September 2014
Job Financial Services Consultant
Industry Banking
Experience
nextSource  September 2014 - Present
University of Dallas  May 2012 - Present
Newbold Advisors   May 2012 - September 2014
The LoBue Group  2007 - May 2012
CitiFinancial International  2003 - 2007
CitiFinancial  2000 - 2003
United States Auto Club  1998 - 2000
Associates Credit Card   1991 - 1998

Skills
Strategy, Business Planning, Financial Services, Management, Risk Management, Management Consulting, Change Management, Finance, Strategic Planning, Financial Analysis, Due Diligence, Process Improvement, Business Strategy, Business Process, Business Analysis, Banking, Leadership, Customer Experience, Operations Management, Program Management, Vendor Management, Credit Cards, Call Centers, Business Process..., Analysis, Business Process..., CMA, Process Engineering, Microsoft CRM, Financial Reporting, Microsoft Office, Outsourcing, Core Banking, Quality Management, Compliance Management

Education
Texas Christian University
Bachelor's Degree, Finance

The University of Dallas
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law

Brian Curl Brian Curl Dallas/Fort Worth Area Details
Brian Curl's Newbold Advisors Experience March 2014 - October 2014
Job Dynamic Mortgage Professional
Industry Real Estate
Experience
Newbold Advisors   March 2014 - October 2014
Genpact Mortgage Services  March 2012 - May 2013
UTLS Default Services ( formerly LandAmerica OneStop DS)   May 2010 - April 2011
Acqura Loan Services  March 2007 - May 2010

Skills
Loss Mitigation, Risk Management, Loan Modifications, Mortgage Underwriting, Short Sales, Collections, Loan Servicing, Loan Origination, Managerial Experience, Strategic Planning, Credit, Foreclosures, Loans, Management, Mortgage Lending, Mortgage Servicing, Real Estate, Underwriting, Funding, Mortgage Banking, Investors, Residential Mortgages, HAMP, Refinance, Default, Finance, FNMA, FHA, Credit Analysis, Asset Management, VA Loans, Bankruptcy, Training, Portfolio Management, Financial Services, Call Centers, FHLMC, LPS, Reverse Mortgages, Due Diligence, Financial Analysis, Escrow, Relationship Management, Government Loans, Title Insurance, Closings, First Time Home Buyers, FHA Financing, LPS Desktop

Education
Texas State Technical College   1997 — 1998
Electromechanical Engineering

Nacogdoches High School   1994 — 1997
General, General Studies

Scott B. Woll, Sr. Scott B. Woll, Sr. Greater Philadelphia Area Details
Scott B. Woll, Sr.'s Newbold Advisors Experience May 2010 - Present
Job Principal/ Owner at SBW Advisors, LLC Financial Services Consulting and Advisory Services
Industry Financial Services
Experience
AnnieMac Home Mortgage  January 2013 - Present
SBW Advisors, LLC   October 2008 - Present
Mortgage Xperts   October 2011 - Present
Newbold Advisors   May 2010 - Present
ICS Risk Advisors  May 2011 - March 2012
Precision Loan Solutions, LLC   May 2010 - April 2011
Mortgage Banking Solutions   September 2008 - April 2009
Gateway Funding  October 2007 - May 2008
Sterling Eagle Mortgage   October 2006 - September 2007
Commerce Bank  January 2004 - August 2006

Skills
Mortgage Banking, Analysis, Servicing, Mortgage, Business Strategy, PowerPoint, Hedging, Financial Reporting, Excel, Word, Outlook, Mortgage Lending, FHA, Financial Analysis, Refinance, Budgeting, Mortgage Industry, Accounting, VA, Loans, Forecasting, Financial Modeling, Loan Origination, Conventional, Microsoft Office, Business Planning, Loan Servicing, Budgets, Microsoft Excel, Microsoft Word, Risk Management, Mergers & Acquisitions, Leadership, Due Diligence, Portfolio Management, Credit, Finance, Financial Services, Real Estate, Management Consulting, Business Analysis, Executive Management, Process Improvement, Strategy, Underwriting, Management, Banking, Sales, Financial Risk, Valuation

Education
University of Delaware   1975 — 1979
BSBA, Business - Finance

Esteban Borrero Esteban Borrero Greater Atlanta Area Details
Esteban Borrero's Newbold Advisors Experience November 2012 - Present
Job Seeking a new opportunity
Industry Information Technology and Services
Experience
Seeking a New Opportunity  June 2013 - Present
Newbold Advisors   November 2012 - Present
McKesson  2003 - 2011
EYT (Ernst and Young Technologies)   2000 - 2003
Fannie Mae  1991 - 2000
Citicorp POS Information Services   1989 - 1991
Cadware Inc.   1988 - 1989
Summagraphics/Summa Tech   1985 - 1988
Summagraphics  1981 - 1985

Skills
Technology Planning, Healthcare Technology, IT Strategy, IT Governance, IT Management, Enterprise Architecture, Vendor Management, Technology Integration, SDLC, Project Portfolio..., Disaster Recovery, ITIL, Data Center, Acquisition Integration, CIOs, Information Technology, CTO, Applications Software..., ERP, Leading..., Leading Organizational..., Software Development, Infrastructure..., Building Relationships, Bilingual, Financial Services, Change Management, Executive Management, Process Improvement, Management, Program Management, Integration, Business Intelligence, Consulting, Governance, Team Building, Project Management, Leadership, Security, Networking, Mergers & Acquisitions, Outsourcing, PMO, IT Operations, PMP, Project Delivery, Project Planning, Team Management, Business Process, Managed Services

Education
University of Bridgeport
Bachelor of Science (B.S.)

Howard Hopper Howard Hopper Dallas/Fort Worth Area Details
Howard Hopper's Newbold Advisors Experience February 2012 - November 2012
Job ESCROW SPECIALIST
Industry Accounting
Experience
Fay Servicing, LLC  2014 - Present
ServiceLink  August 2013 - December 2014
Hilltop Consultants  October 2012 - January 2013
REDC  2013 - 2013
Newbold Advisors   February 2012 - November 2012
Carlisle and Gallagher  October 2011 - January 2012
Dyck Oneal   April 2010 - April 2011
None  December 2008 - April 2009
Professional Packaging Solutions   August 2007 - December 2008
Medtronic  2001 - 2007

Skills
Credit Analysis, Credit Control, Collections Management, Collection Specialist, International Credit..., Collection Analysis, Financial Analysis, Credit Mangement, International Credit..., Credit risk, Mortgage analysis, mortgage audit, Risk Management, Commercial Mortgages, Residential Mortgages, Accounts Receivable, Accounting Analysis, MERS Analysis, Auditing, Analysis, Credit Risk, Management, International Credit, MERS, Credit

Education
University of Rhode Island - College of Business Administration   1980 — 1985
Bachelors, Accounting

Highland High School

Michael Celenza, DE, CPP, LSS Michael Celenza, DE, CPP, LSS Jacksonville, Florida Details
Michael Celenza, DE, CPP, LSS's Newbold Advisors Experience August 2010 - November 2010
Job Partner at Buckley Advisors, LLC
Industry Financial Services
Experience
Buckley Advisors, LLC, Serving the Banking & Mortgage Banking Industies Nationwide   April 2007 - Present
Atlantic Coast Bank  June 2010 - December 2010
Newbold Advisors   August 2010 - November 2010
USAA  August 2010 - November 2010
ResMac, Inc  February 2010 - June 2010
Green Planet Mortgage, LLC   October 2007 - May 2009
PLANET FINANCIAL GROUP, LLC (Holding Company)   October 2007 - May 2009
GREEN PLANET MORTGAGE, LLC   October 2007 - May 2009
Solutions Funding   July 2006 - April 2007
Bayview Financial  March 2006 - June 2006

Skills
FHA, Sales, Call Center, Prime, Mortgage Lending, Mortgage Banking, Start-ups, Loans, Loan Origination, Underwriting, Finance, Banking, Consulting, Lean Six Sigma, Mortgage Servicing, Lean Process Improvement, USDA Rural Housing, VA Lending, Operational Process..., Leadership, Team Building, Myers-Briggs Certified, USDA, CRM, Sales Management, Loss Mitigation, Training, Business Planning, Residential Mortgages, Valuation, Management, Financial Services, Analysis, Call Centers, Credit, Budgets, Executive Management, Process Improvement, Risk Management, Financial Analysis, Real Estate, Recruiting, Credit Analysis, Mergers & Acquisitions, Portfolio Management, Entrepreneurship, Refinance, VA Loans, Investments, Strategic Planning

Education
University of North Florida   2013 — 2013
Black Belt, Lean Six Sigma, 4.0

University of North Florida   2012 — 2013
Lean Six Sigma - Green and Black Belt Training, Lean Six Sigma - Green Belt, 4.0

Center for Application of Psychological Type   2012 — 2012
Certification, MBTI - Certified Practitioner, 3.5

Florida State College at Jacksonville   2007 — 2008
Aviation Management, 4.0

Quaker City Aeronautics Institute   1981 — 1983
Associate of Science (AS), Aviation Technology, 3.95

Cherry Hill West   1976 — 1980
Diploma, Liberal Arts

Ernest Cermak Ernest Cermak Greater Atlanta Area Details
Ernest Cermak's Newbold Advisors Experience May 2015 - Present
Job Newbold Advisors / Cermak and Associates
Industry Banking
Experience
Newbold Advisors   May 2015 - Present
Cermak and Associates   January 2006 - Present
Guidance Residential  November 2014 - March 2015
Price Waterhouse Coopers  April 2010 - September 2010
New South Federal Savings Bank  December 1999 - December 2005
Associates Home Equity Services, Inc.   February 1999 - October 1999
Fleet Finance  1994 - 1997
Recoll Management Corporation / Fleet Financial Group   1991 - 1994

Skills
Loss Mitigation, Credit Risk, Portfolio Management, Loan Servicing, Loans, Call Center..., Compliance, Investor Relations, Risk Management, Mortgage Lending, Banking, Mortgage Servicing, Loan Origination, Mortgage Banking, Mergers & Acquisitions, Financial Services, Financial Risk, Business Planning, Process Improvement, Capital Markets, Call Centers, Finance, Credit, Investments, Auditing, Analysis, Underwriting, Vendor Management, Valuation, Relationship Management, Leadership, Business Process..., Management, Credit Analysis, Strategy, Real Estate, Business Process..., HAFA, HAMP, Residential Mortgages, Management Consulting, Executive Management, Asset Management

Education
Herbert V. Prochnow Graduate School of Banking   1980 — 1982
Business

University of Oklahoma   1970 — 1974
Bachelors, Business / Finance

Shawn Lafferty, CSSBB Shawn Lafferty, CSSBB Houston, Texas Area Details
Shawn Lafferty, CSSBB's Newbold Advisors Experience June 2013 - Present
Job Senior Director Business Intelligence at Newbold Advisors
Industry Oil & Energy
Experience
Newbold Advisors   June 2013 - Present
AggiEstates Rentals   August 1998 - Present
Sogeti  November 2010 - May 2013
Cameron  January 2010 - August 2010
Cameron International  May 2008 - April 2010
Cameron International  May 2008 - January 2010
Cameron International  July 2006 - May 2008
Brenham Wholesale Grocery   2005 - 2006
Hewitt associates  2004 - 2005
Landata  2002 - 2004

Skills
Process Improvement, Business Analysis, Six Sigma, Project Management, Change Management, Visio, Business Process..., MS Project, SAP, Requirements Analysis, SDLC, Operations Management, Business Process, Quality Assurance, Software Project..., Project Planning, Business Intelligence, Agile Methodologies, Lean Manufacturing, Program Management, Account Management, Strategic Planning, Leadership, Management, ERP, Consulting, Business Planning, Governance, IT Strategy, Recruiting, Vendor Management, Outsourcing, Lean Six Sigma, Microsoft Project, Mentoring, Strategic Thinking

Education
Texas A&M University   1995 — 2000
BBA, Information & Operations Management

ALICE ANDERSON ALICE ANDERSON Dallas/Fort Worth Area Details
ALICE ANDERSON's Newbold Advisors Experience 2012 - December 2012
Job Sr Technical Writer
Industry Management Consulting
Experience
OST, Inc.   June 2015 - Present
Solutionstar Realty Services   April 2013 - February 2015
Newbold Advisors   2012 - December 2012
Carlisle & Gallagher Consulting Group  2011 - 2012
SourceCheck   2008 - 2011
The Dallas Morning News  July 2004 - February 2008
Anderson Engineers, Inc.   1983 - 2008
Proxy Communications  2001 - 2002
Proxy Communications  1990 - 2000
Celanese  1994 - 1998

Skills
Multilingual, Customer Relations, Microsoft Office, Bilingual-Spanish, Customer Service, Human Resources, Accounting, Finance, Administrative..., Operations Management, Process Improvement, Business Analysis, Program Management, Quality Assurance, Multilingual..., Project Management, Leadership, Strategy, Bilingual-English/Spanis..., Management, Training, Mortgage Lending, Credit, Loans, SharePoint, Business Planning, Risk Management, Loan Servicing, Banking, Analysis, Time Management, Business Process..., Auditing, Financial Analysis, Employee Benefits, Accounts Receivable, Loss Mitigation, Interviews, Managerial Finance, Team Building, Vendor Management, Management Consulting, Access, Strategic Planning, Financial Services, Change Management, CRM, Mortgage Banking, Team Leadership, Mortgage Servicing

Education
University of Illinois at Urbana-Champaign
Ph.D., Spanish, Linguistics, Education

University of Iowa
BA, Spanish, Linguistics, Education

Walter K. Lee Walter K. Lee Lancaster, Texas Details
Walter K. Lee's Newbold Advisors Experience September 2011 - December 2011
Job Document Control Specialist at Nationstar Mortgage
Industry Banking
Experience
Nationstar Mortgage  June 2015 - Present
Boston Portfolio Advisors, Inc.   December 2013 - September 2014
Small Business Administration  February 2013 - May 2013
Solomon Edwards Group  January 2012 - January 2013
Newbold Advisors   September 2011 - December 2011
Fannie Mae  August 2010 - August 2011
Mortgage Guarantee Insurance Services-MGIC   May 2008 - June 2010

Education
Texas Tech University   2015 — 2017
Bachelor of Arts (B.A.), Human Development and Family Studies

Christ for the Nations College
Associate of Arts, Theology & Counseling Degree

Moses M. James II Moses M. James II Houston, Texas Area Details
Moses M. James II's Newbold Advisors Experience February 2014 - April 2014
Job Medical Claims Adjuster
Industry Insurance
Experience
Allstate Insurance Medical Claims Office   February 2015 - Present
PRA USA GROUP   October 2014 - Present
Fidelity National Information Services  May 2014 - October 2014
Newbold Advisors   February 2014 - April 2014
Recovco Mortgage Management  July 2013 - February 2014
Fannie Mae  August 2012 - June 2013
SolomonEdwardsGroup  November 2011 - July 2012
Vantium Capital Inc  March 2011 - November 2011
JPMorgan Chase  August 2010 - March 2011
Wachovia, A Wells Fargo Company  July 2009 - July 2010

Skills
Forensic Underwriting, Internal Audit, Quality Assurance, Fraud, Loss Mitigation, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Credit, Loans, Loan Servicing, Mortgage Servicing, Loan Origination, Credit Analysis, Banking, Risk Management, Residential Mortgages, Credit Risk, FHA, Financial Analysis, Financial Risk, Refinance, Due Diligence, Retail Banking, Portfolio Management, Securitization, Consumer Lending, Funding, Analysis, Valuation, Finance, Operational Risk..., Underwriting, Asset Management, Operational Risk, Insurance, Auditing, Financial Services, Commercial Lending, Investments, Real Estate, Default, Commercial Banking, Commercial Mortgages, Foreclosures, Home Equity Loans, Investment Properties, VA loans, FHA financing, Loan Modifications

Education
Concordia College & University   1998 — 2000
Bachelor of Business Administration (BBA), Banking and Financial Support Services, 3.75

University of Arkansas at Pine Bluff   1991 — 1996
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services, 3.5

Danny Marsicano Danny Marsicano Dallas, Texas Details
Danny Marsicano's Newbold Advisors Experience April 2012 - July 2013
Job Senior Valuation & Research Analyst at Younger Partners
Industry Commercial Real Estate
Experience
Younger Partners  November 2014 - Present
Dunhill Partners  April 2013 - July 2014
Newbold Advisors   April 2012 - July 2013
Nationstar Mortgage  March 2011 - April 2012

Skills
Analysis, Microsoft Office, Teamwork, Customer Service, Business Development, Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Argus Modeling, Yardi Property..., Photoshop

Education
Texas Tech University - Rawls College of Business   2007 — 2010
Bachelor of Business Administration (BBA), Management

Shantelle Davis Shantelle Davis Dallas/Fort Worth Area Details
Shantelle Davis's Newbold Advisors Experience July 2014 - Present
Job SME/Foreclosure Specialist
Industry Banking
Experience
Newbold Advisors   July 2014 - Present
Saxon Mortgage  May 2010 - May 2012
Saxon Mortgage  May 2010 - May 2012
Chrysler Financial  March 2009 - February 2010
Randstad@Kaiser Permanente   May 2008 - September 2008
Blockbuster, Inc  February 2007 - March 2008
Tarrant County Appraisal District   April 2006 - February 2007
NOVO 1  September 2005 - April 2006
Old Navy  September 2004 - January 2005
Saddle Creek/DelMonte   April 2004 - September 2004

Skills
Training, Microsoft Excel, Quality Assurance, Access, Testing, Management, Integration, Troubleshooting, SQL, Call Centers, Customer Service, Unix, Human Resources, Oracle, Quality Center, XML, Sales, Regression Testing, Java, HTML, PowerPoint, Microsoft Word, Accounting, MSP, Fiserv, Default, Foreclosure, Loss Mitigation, Collections

Education
University of North Texas   1999 — 2014
Bachelor of Arts (B.A.), Spanish

Remington College   2004 — 2006
Associates Degree of Applied Science, Business Information Systems

Pete Kelly Pete Kelly Frisco, Texas Details
Pete Kelly's Newbold Advisors Experience December 2014 - Present
Job Senior Management Consultant at Newbold Advisors
Industry Financial Services
Experience
Kelly Consulting   July 2014 - Present
Newbold Advisors   December 2014 - Present
Meridian Technologies  February 2015 - April 2015
Bridgeforce  September 2014 - November 2014
Bank of America  August 2011 - July 2014
UnitedTech Lender Services   June 2010 - August 2011
Nationstar Mortgage  April 2001 - March 2010
Earlier Career  October 1990 - April 2001

Skills
Banking, Mortgage Lending, Mortgage Banking, Leadership, CRM, Vendor Management, Management, Loans, Strategy, Loan Origination, Loss Mitigation, Credit, Business Development, Strategic Planning, Training, Finance, Sales, Risk Management, Underwriting, Executive Management, Start-ups, Call Centers, Portfolio Management, Operations Management, Team Leadership, Refinance, Analysis, FHA, Budgets, Program Management, Change Management, Project Management, New Business Development, Forecasting, Sales Management, Mortgage Servicing, Call Center, Marketing, Selling, Default, Recruiting, Investment Properties, Business Process..., Loan Servicing, Customer Retention, Sales Operations, Sales Process, Operational Risk..., Contract Negotiation, Contract Management

Education
Towson University   1978 — 1983
Bachelor of Science, Business Administration, Concentrations in Management & Marketing

Towson Senior High   1975 — 1978

Janet Alongi Janet Alongi Galveston, Texas Details
Janet Alongi's Newbold Advisors Experience 2012 - Present
Job Management Consulting Professional
Industry Management Consulting
Experience
Newbold Advisors   2012 - Present
Alongi Consulting   2009 - 2011
GE Capital - Mortgage Services  1997 - 2009

Skills
Project Management, Mortgage Servicing, Budget Forecasts, Operations Management, Operations Integration, Operations Control, Shutdown, Vendor Management and..., Management, Mortgage Lending, Forecasting, Accounting, Analysis, Finance, Loan Servicing, Human Resources, Internal Controls, Portfolio Management, Budgets

Education
University of Houston
Bachelor of Business Administration (BBA), Finance, General

University of Redlands   2004 — 2006
Master of Business Administration (MBA)

Tamarra Bradford Tamarra Bradford Dallas/Fort Worth Area Details
Tamarra Bradford's Newbold Advisors Experience September 2013 - January 2014
Job Funding Analyst/ Compliance Review at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc.  May 2014 - Present
Santander Consumer USA Inc.  May 2014 - Present
Newbold Advisors   September 2013 - January 2014
JPMorgan Chase  May 2011 - March 2013
Bank of America  November 2010 - February 2011
Ricoh Business Solutions  August 2008 - June 2010

Skills
Leadership, Outlook, Customer Service, Customer Satisfaction, Time Management, Microsoft Excel, Salesforce.com, Office Equipment, Microsoft Office, Microsoft Word, Lotus Notes, Access, Fax, Team Building, Training, Account Management, Data Entry, Telephone Skills, Human Resources, Invoicing, Accounts Receivable, PowerPoint, Administrative..., Call Centers, Photocopier, Mortgage Banking, Mortgage Underwriting, Quality Assurance, Loss Mitigation, Hands-on Training, Loan Servicing, Loan Modifications, Credit, Finance

Education
University of Phoenix   2010 — 2014
Associate's Degree, Criminal Justice and Corrections

Alfred Gabala , MBA, CPA, PMP, LSSBB, LSSGB Alfred Gabala , MBA, CPA, PMP, LSSBB, LSSGB Washington D.C. Metro Area Details
Alfred Gabala , MBA, CPA, PMP, LSSBB, LSSGB's Newbold Advisors Experience August 2012 - February 2014
Job Financial and Technology Executive / Agile scrum master / Project Management Professional
Industry Management Consulting
Experience
Seeking Next Opportunity  July 2015 - Present
eSolutionsFirst  January 2015 - June 2015
SyApps LLC  July 2014 - December 2014
Gabala Financial Services   March 2014 - July 2014
Newbold Advisors   August 2012 - February 2014
Fannie Mae  November 2010 - July 2012
The ACI Group, Inc.   November 2010 - November 2010
Gabala Financial Services   March 2009 - November 2010
Jefferson Wells International  January 2006 - March 2009
US Airways  October 1998 - December 2005

Skills
Business Process..., Management Consulting, Strategic Financial..., PMP, PMO, Managerial Finance, SDLC, Six Sigma, IT Outsourcing, Financial Analysis, Negotiation, Business Transformation, Restructuring, IT Management, SharePoint, PowerPoint, Project Server, Corporate Finance, MS Project, Chapter 11, Secured Transactions, Project Web Access, PMBOK, Full SDLC, International Finance, CPA, Certified Lean, MBA, IT contract negotiation, Third Party Vendor..., Outsourcing Management, Nearshore, Deal Shaping, Large Deals, C-Level Relationships, Outstanding..., Highly detail oriented, Proactive self-starter, Commitment to Quality, Business Savvy, Record Of Success, IFRS, IT Financial Management, ClearQuest, Adobe Acrobat, Business Intelligence, Agile Project Management, Planview Enterprise, Version One, Scrum Master

Education
The George Washington University - School of Business   1986 — 1990
Master of Business Administration (M.B.A.), International Business - Finance

Villanova University
Certificate, Lean Six Sigma

Villanova University
Certificate, Lean Six Sigma Black Belt

Wofford College
Bachelor's Degree, Economics

Veronica Wesley Veronica Wesley Dallas/Fort Worth Area Details
Veronica Wesley's Newbold Advisors Experience May 2010 - January 2013
Job Purchase Review Analyst at zIngenuity, Inc.
Industry Banking
Experience
zIngenuity, Inc.   July 2013 - Present
Newbold Advisors   May 2010 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning

Education
Southwest High School

Tarrant County College

Pam Holland Pam Holland Washington D.C. Metro Area Details
Pam Holland's Newbold Advisors Experience April 2012 - September 2013
Job TechMoxie
Industry Financial Services
Experience
TechMoxie   September 2013 - Present
Newbold Advisors   April 2012 - September 2013
Fannie Mae  February 1991 - April 2012
Melrod, Redman & Gartlan   1988 - 1991

Skills
Technology Education, Social Media, Curriculum Design, Risk Management, Due Diligence, Management, Executive Management, Leadership, Corporate Governance, Operational Risk, Loan Servicing, Credit Risk, Strategy, Policy, E-commerce, Bankruptcy, Legal Writing, Risk Assessment, Operational Risk..., Privacy Law, Loss Mitigation, Consumer Law, Process Improvement, Litigation Management, Employment Law, Enterprise Risk...

Education
The Catholic University of America, Columbus School of Law   1985 — 1988
J.D., Law

University of Massachusetts, Amherst   1980 — 1984
B.A., Political Science

Darcy Benson Darcy Benson Tampa/St. Petersburg, Florida Area Details
Darcy Benson's Newbold Advisors Experience July 2010 - Present
Job Financial Services Consulant at Newbold Advisors
Industry Banking
Experience
Newbold Advisors   July 2010 - Present
IBM Seterus, Inc.   2011 - 2011
Payment Services   January 2007 - August 2010
HSBC  May 2006 - June 2007
Marriott Vacation Club International  September 2004 - April 2006
Fiserv - Mortgage Servicing   May 2002 - August 2004
Market Street Mortgage Corp   January 1991 - April 2002
Cental Pacific Mortgage   1987 - 1991

Skills
Credit, Banking, Process Improvement, Mortgage Banking, Vendor Management, Leadership, Management, Training, Business Process, Portfolio Management, Change Management, Budgets, Financial Services, Auditing, Finance

Education
University of South Florida
Bachelor of Arts Degree, Major of Accounting

Christine Stumbo Christine Stumbo Raleigh-Durham, North Carolina Area Details
Christine Stumbo's Newbold Advisors Experience 2011 - 2012
Job Senior Consultant at Strategic Consulting Services
Industry Banking
Experience
Strategic Consulting Services  2013 - Present
RBS Citizens  2011 - 2013
Newbold Advisors   2011 - 2012
SunTrust Bank  1998 - 2011

Skills
Financial Executive, Regulatory compliance, Banking, Investment Banking, Mortgage Banking, Training, Credit, Mortgage Lending, Risk Management, Structured Finance, Credit Risk, Capital Markets, Mergers & Acquisitions, Finance, Due Diligence, Secondary Market, Portfolio Management, Securitization, Financial Risk, Loans, Credit Analysis, Financial Services, Investments, Underwriting, Operational Risk, Asset Management, Commercial Lending, Loan Origination, Securities, Operational Risk..., Fixed Income, Consumer Lending, Cash Management, Financial Analysis, Financial Modeling, Retail Banking, Valuation, Loss Mitigation, Commercial Banking, Relationship Management, Executive Management, Financial Structuring, Strategic Financial..., Enterprise Risk..., AML, Residential Mortgages, Small Business Lending, Treasury Management, Mortgage Servicing, Credit Cards

Education
University of Richmond
Master of Business Administration (M.B.A.)

Western Kentucky University
BS, Accounting

Mahesh Talreja Mahesh Talreja Washington D.C. Metro Area Details
Mahesh Talreja's Newbold Advisors Experience February 2015 - June 2015
Job Program Manager at eGlobalTech
Industry Management Consulting
Experience
eGlobalTech  July 2015 - Present
Newbold Advisors   February 2015 - June 2015
Newbold Advisors   August 2014 - December 2014
Newbold Advisors   July 2012 - June 2014
InScope International  October 2011 - June 2012
Newbold Advisors   June 2010 - October 2011
DMS International  February 2009 - May 2010
U.S. Department of Housing and Urban Development   October 2007 - January 2009
Freddie Mac  June 2005 - October 2007
Ajilon  January 2004 - June 2005

Education
The Johns Hopkins University - Carey Business School   2002 — 2004
MBA, Finance

Vivekanand Institute of Technology   1984 — 1989
Bachelor, Computer Engineering

Bob Penland Bob Penland Dallas/Fort Worth Area Details
Bob Penland's Newbold Advisors Experience September 2008 - January 2013
Job SVP at ALLSEC TECHNOLOGY
Industry Financial Services
Experience
Allsec Technologies  November 2013 - Present
Newbold Advisors   September 2008 - January 2013
Fremont Investment and Loan  February 2006 - July 2008
Countrywide Home Loans  March 2002 - February 2006
America's Cash Express  January 2001 - January 2002
Associates Financial Services  September 1979 - January 2001

Skills
Risk Management, Mortgage Lending, Management Consulting, Loss Mitigation, Due Diligence, Mortgage Servicing, Underwriting, Loans, Leadership, Portfolio Management, Credit, REO, Credit Risk, Financial Analysis, Mortgage Banking, Finance, Default, Quality Assurance, Banking, Business Analysis, Financial Services, Foreclosures, Loan Servicing, Short Sales, Vendor Management, Valuation, Accounting, Analysis, Management, Strategic Planning, Relationship Management, Mortgage Underwriting, Credit Analysis, Strategic Financial..., Asset Management, Financial Risk, Process Improvement, Executive Management, Business Process..., Employee Training, Investments, Mergers & Acquisitions, Consumer Lending, Real Estate, FHA, Software Documentation, Insurance, Operational Risk, Refinance, Residential Mortgages

Education
University of Alabama   1977 — 1979

Chris Cauley Chris Cauley Wilmington, North Carolina Area Details
Chris Cauley's Newbold Advisors Experience March 2015 - May 2015
Job Management, Data and MIS Reporting professional
Industry Information Services
Experience
Newbold Advisors   March 2015 - May 2015
Bank of America  October 2011 - March 2015
Freddie Mac  August 2010 - September 2011
Aurora Loan Services  March 2003 - August 2010
Bayview Financial Trading Group  April 2000 - January 2002
Aurora Loan Services Inc   November 1998 - April 2000
First Union  May 1994 - October 1998
First Union National Bank  November 1994 - March 1998

Skills
Loan Servicing, Mortgage Lending, Financial Modeling, Databases, Structured Finance, Program Management, Portfolio Management, Mortgage Banking, Access, Loans, Management, Banking, Mortgage Servicing, Financial Services, Loan Origination, Residential Mortgages, Process Improvement, Risk Management, Vendor Management, Leadership, Financial Analysis, Business Analysis, Loss Mitigation

Education
University of North Carolina at Wilmington   1988 — 1992
B.S, Business Management

Peter Coleson PMP Peter Coleson PMP Washington D.C. Metro Area Details
Peter Coleson PMP's Newbold Advisors Experience June 2012 - Present
Job Experienced Finance and Telecom Project Manager
Industry Information Technology and Services
Experience
Fannie Mae  April 2014 - Present
Newbold Advisors   June 2012 - Present
Enlightened, Inc  November 2009 - February 2012
VeriSolv Technologies  February 2009 - September 2009
Fannie Mae  March 2002 - January 2009
Teligent  1999 - 2001
Sprint  1998 - 1999
Cable & Wireless  1989 - 1997

Skills
Change Management, Scrum Leadership, Risk Management, Software Project..., Scrum, SDLC, Team Leadership, Requirements Analysis, Project Management, PMP, Leadership, Integration, Business Process..., Business Analysis

Education
University of Maryland University College   1985 — 1988
Bachelor of Science, Information Systems Management

Paul Smith's College of Forestry   1972 — 1974
AAS, Forestry

Terry Purchal Terry Purchal Dallas/Fort Worth Area Details
Terry Purchal's Newbold Advisors Experience 2012 - 2013
Job Vice President Transaction Management at Chase
Industry Financial Services
Experience
Chase  2014 - Present
Purchal CPA, LLC   2013 - 2013
Newbold Advisors   2012 - 2013
Vericrest Financial, Inc.   2011 - 2012
Hudson Advisors / Lone Star Funds  2009 - 2010
T Bank  2008 - 2009
Bear Stearns  2001 - 2007
Bear Stearns  1995 - 2001
Coopers & Lybrand  1993 - 1996

Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation

Education
The University of Texas at Austin - The Red McCombs School of Business   1990 — 1992
Master of Business Administration (MBA), Finance, General

University of Nebraska-Lincoln   1987 — 1990
BS, Accounting and Finance

Russ Coalson Russ Coalson Dallas/Fort Worth Area Details
Russ Coalson's Newbold Advisors Experience February 2012 - February 2013
Job MultiFunctional Team Subject Matter Expert (MFT SME) at SAIC
Industry Defense & Space
Experience
SAIC  February 2013 - Present
Newbold Advisors   February 2012 - February 2013
UnitedHealthcare  June 2011 - January 2012
Bankers Life and Casualty  January 2010 - June 2011
Longview Capital Group   June 2009 - January 2010
Merrill Lynch  February 2007 - March 2009
AIG  2006 - 2007
Fidelity Investments  April 2004 - December 2006
American Express Financial Advisors  February 2003 - May 2004
Bank of America  March 1997 - October 1998

Skills
Analytics, Situation Analysis, Special Operations, Cross-functional Team..., Strategic Planning, Joint Military..., Military Liaison, Military Logistics, Risk Management, Financial Services, Retirement Planning, Wealth Management, Customer Service, Finance, Insurance, Investments, Estate Planning, Team Building, Process Improvement

Education
University of Colorado at Boulder   1995 — 1997
BSME, Mechanical Engineering, Material Science Engineering

Colorado AeroTech   1995 — 1996
AAS/AOS, Aviation Science

The University of Texas at Arlington   1988 — 1995
Mechanical Engineering, Music

Sam Houston High School   1985 — 1988
Honors/Regents High School/Secondary Diploma Program

Bill Glasgow Bill Glasgow Jacksonville, Florida Area Details
Bill Glasgow's Newbold Advisors Experience April 2014 - April 2015
Job SVP Head of Mortgage Servicing HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  2015 - Present
Glasgow Mortgage Advisors, Inc.   January 2013 - Present
Newbold Advisors   April 2014 - April 2015
OneWest Bank  2012 - July 2013
OneWest Federal Savings Bank   December 2009 - December 2011
Glasgow Management Inc.   October 2008 - December 2008
JP Morgan Chase  June 2008 - September 2008
EMC Mortgage Corporation  January 2006 - June 2008
Bear Stearns (EMC Mortgage)   September 2005 - December 2005
Avelo Mortgage  April 2005 - September 2005

Skills
Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Loss Mitigation, Loan Origination, Credit, Banking, Underwriting, Risk Management, FHA, Portfolio Management, Residential Mortgages, Credit Risk, Financial Services, Credit Analysis, Refinance, Default, Executive Management, Consumer Lending, Management, Commercial Lending, Mergers & Acquisitions, Leadership, Commercial Mortgages, Mortgage Underwriting, VA loans, USDA, Reverse Mortgages, Construction Loans, Real Estate Financing, Real Estate Economics, FHA financing, Mortgage Marketing, Financial Structuring, Financial Risk, Finance, Asset Management, Securitization, Relationship Management, Operational Risk...

Education
The University of Dallas   1985 — 1987
MBA, Finance

University of Pennsylvania - The Wharton School   1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing

Felicia Young Felicia Young Dallas/Fort Worth Area Details
Felicia Young's Newbold Advisors Experience July 2014 - Present
Job Bankruptcy Specilist at Newbold Advisors
Industry Accounting
Experience
Newbold Advisors   July 2014 - Present
Bank of America  October 2010 - April 2014

Skills
Financial Analysis, Loan Servicing, Compliance, Due Diligence, Auditing, Portfolio Management, Loss Mitigation, Accounts Payable, Accounts Receivable, General Ledger, Accounting, Financial Accounting, Underwriting, Management, AML, Mortgage Lending, Loans, Sales

Education
Texas A&M University-Commerce   1989 — 1992
Criminal Justice/Sociolgy

Texas A&M Commerce
Bachelor of Science (BS), Criminal Justice

Dan Sivak Dan Sivak Greater Chicago Area Details
Dan Sivak's Newbold Advisors Experience 2010 - Present
Job Sr. Consultant at Newbold Advisors
Industry Banking
Experience
Newbold Advisors   2010 - Present
Saxon Mortgage, a division of Morgan Stanley   2007 - 2009
Washington Mutual  2006 - 2007
Washington Mutual  2005 - 2006
Washington Mutual  2004 - 2005
Washington Mutual  2003 - 2004
Washington Mutual  2001 - 2003
PNC Mortgage Corp. of America  1999 - 2001
PNC Mortgage Corp. of America  1997 - 1999
PNC Mortgage Corp. of America  1995 - 1997

Education
University of Illinois at Chicago
BS, Accounting

Jat Gullapalli, PMP Jat Gullapalli, PMP New York, New York Details
Jat Gullapalli, PMP's Newbold Advisors Experience May 2011 - June 2013
Job Executive Director, Process Improvement/Project Management at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
Newbold Advisors   May 2011 - June 2013
Fannie Mae  August 2010 - March 2011
Fannie Mae  June 2003 - August 2010
Data Direct Technologies   2002 - 2003
Dean and Company  2000 - 2002
Intel Corporation  1999 - 1999
Fannie Mae  1996 - 1998
ERM  1995 - 1996
Combined Technologies, Inc.   1993 - 1995

Skills
Program Management, Budgets, Portfolio Management, Change Management, Financial Modeling, Strategy, Management Consulting, Process Improvement, Financial Analysis, Product Management, Finance, Business Analysis, PMO, Analysis, Management, Strategic Planning, Leadership, PMP, SDLC, Business Strategy, Requirements Analysis, Cross-functional Team..., Project Portfolio..., Software Project..., Business Intelligence, Six Sigma, Managerial Finance, Vendor Management

Education
The University of Chicago Booth School of Business   1998 — 2000
MBA, Accounting, Marketing

LaToya Fesser LaToya Fesser Dallas/Fort Worth Area Details
LaToya Fesser's Newbold Advisors Experience February 2014 - September 2014
Job Bankruptcy Specialist/Photography
Industry Photography
Experience
Newbold Advisors   February 2014 - September 2014
Bank of America  August 2012 - January 2013
JP Morgan Chase  November 2008 - July 2012
Mercedes Benz Financial  February 2008 - April 2008

Skills
Scanners, Customer Service, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Digital Photography, Stocks, Image Editing, PowerPoint, InDesign, Financial Services, Digital Imaging, Training, Graphic Design, Software Documentation, Finance, Loans

Education
Texas Woman's University   2004 — 2007
BA, Photography

Texas Woman's University   2004 — 2007
Bachelor of Arts (BA), Photography

Bob Suvalsky Bob Suvalsky Houston, Texas Area Details
Bob Suvalsky's Newbold Advisors Experience January 2012 - Present
Job Project Manager at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   January 2012 - Present
Member Home Loan  November 2010 - January 2012
Vericrest Financial, Inc.   November 2009 - September 2010
Fannie Mae  May 2009 - August 2009
The Situs Companies  2006 - 2008
Aegis Mortgage  2004 - 2006
JPMorgan Chase  2001 - 2004
GE Capital  1996 - 2001
The Situs Companies  1995 - 1996
Center America Property Trust   1991 - 1995

Skills
Process Improvement, Six Sigma, Mortgage Servicing, Loss Mitigation, Change Management, Financial Analysis, Call Center, Visio, Excel, Word, MS Project, Project Management, Default Management, Process Engineering, Forecasting, Budgeting, Microsoft Office, Microsoft Excel, Finance, Mortgage Lending, Coaching, Business Process, Training, Financial Services, Business Analysis, Business Process..., Budgets, Management, Leadership, Analysis, Program Management, PMO, Outsourcing, Banking, Loans, Risk Management, Project Planning, Financial Reporting, Executive Management, Strategic Planning, Accounting, Team Leadership, Vendor Management, Loan Servicing, Asset Management, Portfolio Management, Project Portfolio..., Financial Risk, Cash Management, Insurance

Education
University of Nebraska at Omaha   1980 — 1982
BSBA, Accounting

The University of Texas at Austin   1977 — 1980
Accounting

Barton Salter Barton Salter Dallas/Fort Worth Area Details
Barton Salter's Newbold Advisors Experience April 2012 - Present
Job FINRA Series 24, 66, 8; Quality Assurance; Mortgage Loss Mitigation Services; NTX Real Estate and Property Management
Industry Financial Services
Experience
Newbold Advisors   April 2012 - Present
Carlisle & Gallagher Consulting Group  2010 - January 2012
TD Ameritrade  2006 - 2010
Fidelity Investments  2004 - 2005
Scottrade  2003 - 2003
Charles Schwab  1996 - 2002

Skills
Compliance, Process Improvement, Management Consulting, Risk Management, Account Management, Financial Planning, Business Planning, Business Strategy, Competitive Analysis, Series 7, Marketing Strategy, Research, Microsoft Office, Data Analysis, Outlook, PowerPoint, Quality Assurance, Series 24, Series 66, FINRA, Mortgage Loss..., Series 8 (9&10), Mortgage Lending, Equities, Strategic Financial..., Program Management, Sales, Training, Uniform Combined State..., Auditing

Education
University of Missouri-Kansas City

Suzanne Ivie Suzanne Ivie Dallas/Fort Worth Area Details
Suzanne Ivie's Newbold Advisors Experience May 2012 - June 2012
Job Microsoft Dynamics GP & Concur Consultant. Specializing in Management Reporter, FRx, and Concur Reporting Tools.
Industry Computer Software
Experience
Resources Global Professionals, Addison, TX   June 2012 - Present
Newbold Advisors   May 2012 - June 2012
Beal Bank - Beal Service Corportation   June 2009 - May 2012
Beal Bank  2009 - 2012
ePartner Solutions   March 2008 - March 2009
PeopleSoft  1996 - 2000
EDS before it was an HP Company   December 1986 - June 1997

Skills
Financial Analysis, Financial Reporting, General Ledger, Cash Management, Process Improvement, Banking, Accounting, Managerial Finance, Internal Controls, Due Diligence, Accounts Payable, Accounts Receivable, Purchasing, Account Management, Department Budgeting, Budget Process, Operating Budgets, Business Process..., Business Analysis, Financial Statements, PeopleSoft, Management, Project Management, SDLC, Leadership

Education
The University of Texas at Arlington   1976 — 1981
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

The University of Texas at Arlington - College of Business   1976 — 1981
BBA, Marketing, Accounting

Phil Magee Phil Magee Houston, Texas Area Details
Phil Magee's Newbold Advisors Experience November 2014 - Present
Job Sr. Director at Newbold Advisors
Industry Information Technology and Services
Experience
Newbold Advisors   November 2014 - Present
Avanade  August 2012 - November 2014
Sogeti, Capgemini Inc.   August 2001 - August 2012
SQL Systems   May 1998 - August 2001

Skills
Cloud Computing, Enterprise Software, Strategy, Business Intelligence, Professional Services, Business Development, Business Analysis, Solution Selling, IT Strategy, Account Management

Education
University of Arizona   1991 — 1996
BS, Finance

Darius Wells Darius Wells Dallas/Fort Worth Area Details
Darius Wells's Newbold Advisors Experience May 2011 - February 2013
Job Tax Preparer at Self Employed
Industry Financial Services
Experience
Self Employed  January 2013 - Present
Newbold Advisors   May 2011 - February 2013
American Home Mortgage  January 2009 - September 2009
WD Diversity Group   May 2008 - May 2009
Saxon Mortgage  January 2008 - January 2009
JP Chase   May 2006 - June 2007
JP Chase   2006 - 2007

Skills
Loss Mitigation, Financial Services, Vendor Management, Mortgage Banking, Business Analysis, Sales, Credit Cards, Relationship Management, Banking, SDLC, Tax Preparation, Customer Service, Improvisational Comedy, Credit Management, Credit Reports, Debt Management, Debt Settlement, Debt Elimination, Mortgage Underwriting, Mortgage Servicing, Income Tax, Tax Returns, General Insurance, Collections, Skip Tracing, Technical Support

Education
Northlake Community College   2003 — 2003
N/A, Mortgage Banking

University of Louisiana at Monroe   1996 — 1998
N/A, Computer Science

Cyrus Thompson Cyrus Thompson United States Details
Cyrus Thompson's Newbold Advisors Experience February 2009 - August 2010
Job
Industry Banking
Experience
Bank of America  May 2011 - Present
JPMorgan Chase  November 2010 - February 2011
Newbold Advisors   February 2009 - August 2010
Newbold Advisors   2009 - 2010
JPMorgan Chase  May 2006 - February 2009
Daimler Chrysler Financial  May 2004 - March 2006
st American Real Estate   February 2003 - May 2004
Citigroup  November 1997 - August 2002

Skills
Professional Mediation, Family Mediation, Radio Television & Film..., Loans, Credit

Education
University of North Texas
BAAS, Radio Television & Film; Organizational Development, and Applied Economics (Mediation

Alan Covington Alan Covington Houston, Texas Details
Alan Covington's Newbold Advisors Experience November 2013 - January 2015
Job Data Administrator at National Oilwell Varco
Industry Computer Software
Experience
National Oilwell Varco  January 2015 - Present
University of Houston  August 2012 - Present
Newbold Advisors   November 2013 - January 2015
Premier Coil Solutions  January 2012 - June 2012
Xtreme Drilling and Coil Services  May 2011 - August 2011

Skills
Engineering, Solidworks, Troubleshooting, Manufacturing, Petroleum, Drilling, Oil/Gas, Programming, AutoCAD, Management, Mechanical Engineering, CAD, Microsoft Project, Matlab, Microsoft Excel, PowerPoint, Project Management, Microsoft Word, SolidWorks

Education
The University of Alabama   2007 — 2011
Bachelor's Degree, Mechanical Engineering

University of Houston
Bachelor of Science, Computer Science

Elmo Williams Elmo Williams United States Details
Elmo Williams's Newbold Advisors Experience August 2012 - July 2013
Job
Industry Banking
Experience
Bank of America  July 2013 - Present
Newbold Advisors   August 2012 - July 2013
Vantium Capital  February 2012 - August 2012
Nationstar Mortgage  July 2011 - February 2012

Skills
Finance, Microsoft Word

Education
University of Mary Hardin Baylor
Bachelor of Science

Justin Greer Justin Greer Dallas/Fort Worth Area Details
Justin Greer's Newbold Advisors Experience September 2012 - Present
Job Mortgage Consultant at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors   September 2012 - Present
Bank of America  December 2011 - September 2012
Vantium Capital Inc  August 2009 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing

Education
The University of Texas at Arlington   2001 — 2005

Cyrus Thompson Cyrus Thompson Fort Worth, Texas Details
Cyrus Thompson's Newbold Advisors Experience February 2009 - August 2010
Job Finance Professional
Industry Real Estate
Experience
Bank of America  January 2011 - January 2013
JP Morgan Chase  November 2010 - February 2011
Newbold Advisors   February 2009 - August 2010
Newbold Advisors   February 2009 - August 2010
Newbold Advisors   February 2009 - August 2009
JPMorgan Chase  January 2006 - January 2009
Daimler Chrysler Financial  January 2004 - January 2006
1st American Real Estate   January 2003 - January 2004

Skills
Compliance, Risk Management, Collections, Mediation, Family Mediation, Alternative Dispute..., Default Management, Quality Auditing, Loan Modification, Client Relations, Customer Relations, Mortgage Servicing, Quality Control, Loss Mitigation, Business Communications, Call Centers, Accounting, Loans, Mortgage Lending, Real Estate, Banking, Finance, Portfolio Management, Credit, Financial Analysis, Customer Service, Financial Services, Management, Mortgage Banking

Education
University of North Texas
Bachelor of Applied Arts

University of North Texas
Alternative Dispute Resolution

University of North Texas
Family Mediation

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