Norwest Financial
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Norwest Financial Employees
SWBC June 2012 - Present
Atlantic Coast Bank August 2010 - June 2012
Praneta Financial, Inc February 2000 - August 2010
equicredit 1998 - 2000
Norwest Financial 1996 - 1998
Norwest Financial 1996 - 1998
Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, USDA, Investment Properties, Mortgage, Sellers, First Time Home Buyers, Real Estate, Relocation, VA, Conventional, Jumbo, HomePath, Condos, Loan Origination, Loans, Real Estate Transactions, Residential Mortgages, Real Estate Economics, VA Loans
Education
University of Florida 1992 — 1996
Business
San Francisco Giants October 2014 - Present
Oakland Athletics 2006 - September 2014
Cal/ISP 2005 - 2006
UC Berkeley 2003 - 2006
Smith Barney 1997 - 2004
Norwest Financial 1993 - 1996
Skills
Sports Management, Sponsorship, Sports, Ticket Sales, Sports Marketing, Event Planning, Event Management, Marketing, Forecasting, Social Media, Market Research, Marketing Strategy, Microsoft Excel
Education
University of San Francisco 2002 — 2004
MA, Sports Management
University of Oregon 1988 — 1992
BA, Economics
San Francisco University High School 1984 — 1988
Town School for Boys 1980 — 1984
Colonial Companies February 2015 - Present
Capital One Bank January 2009 - February 2015
Bank of America June 2006 - January 2009
First American Payment Systems June 2001 - June 2006
Concorde Acceptance March 1998 - June 2001
NationsCredit March 1997 - March 1998
Norwest Financial March 1991 - March 1997
Skills
Risk Management, Credit Operations, Management, Credit, Internal Audit, Training, Governance, Operational Risk, Financial Risk, Sarbanes-Oxley Act, Fraud, Leadership, Process Improvement, Auditing, AML, Portfolio Management, Finance, Risk Assessment, Internal Controls, Operational Risk..., Banking, Credit Cards, Underwriting, Enterprise Risk..., Financial Services, Corporate Governance, Mortgage Lending, Loans, Retail Banking, Anti Money Laundering
Education
The University of Texas at Arlington 1985 — 1990
BBA, Business, Management, Marketing, and Related Support Services
Montgomery Appraisal January 1993 - Present
Norwest Financial 1990 - 1993
Skills
REO, Residential Homes, Real Estate Transactions, Investment Properties, Investors, Single Family Homes, Sellers, First Time Home Buyers, Real Estate, Relocation, FHA, Appraisals, Single Family Residences, Condos, Townhomes, Co-ops, 2-4 Units, High End Homes, New Home Construction, Buyers, Estate Appraisals, Date of Death Appraisals, Divorce Settlement..., Historical Appraisals, Property Tax Appeal..., New Home Sales, Refinance, Reverse Mortgages, Foreclosures, Short Sales, Home Equity, PMI Removal, Real Estate Trends, Home Equity Loans, Real Estate Development, Real Estate Economics, Pre-Listing Valuation..., Valuation
Education
San Jose State University
Bachelor of Science (B.S.), Business Administration with Concentration in Finance
U.S. Bank June 1995 - Present
Norwest Financial June 1990 - June 1995
Skills
Sales, Direct Sales, Account Management, Sales Operations, Sales Management, Sales Presentations, Cold Calling, Selling, Customer Retention, Salesforce.com, Building Relationships, Selling Skills, Solution Selling, B2B, Sales Process, Business Development, Team Building, Management, New Business Development
Education
The University of Kansas 1983 — 1987
Bachelor of Science in Business, Business Administration and Management, General
MLPS
Williamson County Schools May 2015 - Present
JK Mouse Travel February 2014 - Present
Williamson County Schools July 2014 - June 2015
MISD July 2007 - May 2013
School District of Waukesha September 2000 - October 2003
School District of Waukesha September 2000 - October 2003
WorldWeb.Net June 1999 - September 2000
Norwest Financial July 1998 - June 1999
American General Finance December 1996 - July 1998
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Negotiation, Teaching, Editing, Strategic Planning, Team Building, Sales, Staff Development, Leadership, Management, Project Management
Education
Purdue University 1992 — 1996
Bachelor of Science (B.S.), Retail Management
Vanderbilt University Medical Center September 2014 - Present
Graves-Gilbert Clinic February 2011 - September 2014
Graves-Gilbert Clinic October 2000 - February 2011
Norwest Financial January 2004 - July 2009
Skills
Healthcare, Medical Coding, Medical Terminology, HIPAA, CPT, ICD-9, Medical Records, Pulmonary Medicine..., Pain Management Coding, Pain Management, Invoicing, Pulmonology, Medical Billing, Accounts Receivable, HCPCS, Medicare, 10 Key, Medicaid, Data Entry, ICD-10
Education
Sullivan University 1989 — 1990
Diploma, Accounting
Meade County High School 1985 — 1989
BNY Mellon Wealth Management August 2010 - Present
Bellevue College Foundation October 2011 - Present
Wall Financial Group, LLC March 2000 - October 2010
Elliott Bay Mortgage and Financial Services December 1999 - October 2006
Residential Mortgage Concepts July 1997 - December 1999
Pacific Investment and Loan July 1995 - June 1997
Norwest Financial November 1991 - June 1995
Skills
Investments, Portfolio Management, Strategic Planning, Finance, Wealth Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Analysis, Financial Modeling, Securities, Asset Allocation, Retirement Planning, Asset Management, Insurance, Leadership, Wealth, Financial Services, Risk Management, Small Business, Mutual Funds, Financial Risk, Investment Management, Investment Strategies, Alternative Investments, 401k, Executive Management, Retirement, Financial Advisory, Estate Planning, Financial Planners, Financial Planning
Education
University of Montana
BS, Business Administration
AMERICAN MOMENTUM BANK/BRAZOS VALLEY BANK 2006 - 2014
CITIBANK/FIRST AMERICAN BANK 2000 - 2006
FIRST AMERICAN BANK 1996 - 2000
NORWEST FINANCIAL 1991 - 1996
Skills
Commercial Banking, Loans, Retail Banking, Banking, Credit, Commercial Lending, Credit Analysis, Mortgage Lending, Small Business Lending, Consumer Lending, Cross Selling, Credit Risk, Loan Origination, Portfolio Management, Branch Banking
Education
Texas Tech University 1984 — 1988
BBA, Business Management
Sears Holdings Corporation September 2014 - Present
Suncast Corporation November 2013 - August 2014
Lowe's Home Improvement January 2011 - June 2013
Lowe's Home Improvement June 2005 - January 2011
Lowe's Home Improvement August 2001 - June 2005
Lowe's Home Improvement June 1999 - August 2001
Lowe's Home Improvement June 1995 - June 1999
Krispy Kreme May 1994 - December 1994
Norwest Financial September 1991 - August 1993
Skills
Forecasting, Merchandising, Income Statement, Inventory Management, Pricing, Strategic Planning, Financial Analysis, Inventory Control, Cross-functional Team..., Budgets, Profit, Succession Planning, Team Building, Leadership, Operations Management, Strategy, Competitive Analysis, Business Strategy, Collaboration Solutions, Store Management, Management, Sales, Process Improvement, Coaching, Team Leadership, P&L Management, Sales Management, Marketing, Negotiation, Analytics
Education
Wake Forest University - Babcock Graduate School of Management 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
UNC Chapel Hill 1987 — 1991
Bachelor of Arts (BA), Labor and Industrial Relations
Page High School
Noble Consulting Services, Inc. December 2014 - Present
Alabama Department of Insurance July 1990 - December 2014
Norwest Financial 1987 - 1990
Skills
Insurance, Executive Management, Own Risk Solvency..., Internal Controls, Enterprise Risk..., Risk Assessment, Auditing, Reinsurance, Property & Casualty..., General Insurance, Claim, Corporate Governance, Leadership, Life Insurance, Financial Analysis, Financial Services, Insurance Law, Analysis, Finance, Fraud, Compliance, Legal Compliance, Risk Management, Management, Underwriting, Financial Risk, Internal Audit, Strategic Planning
Education
Troy University 1985 — 1988
Bachelor's Degree, Banking
RTI International Metals March 2014 - Present
LoneStar Group April 2013 - February 2014
RTI International Metals April 2012 - April 2013
National Oilwell Varco May 2008 - April 2012
Teadit, N.A. 2002 - 2008
Lamons 1997 - 2002
Norwest Financial 1996 - 1997
Skills
Manufacturing, Operations Management, Supply Chain Management, Continuous Improvement, Lean Manufacturing, Project Management, Process Improvement, Petroleum, Management, Six Sigma, Leadership, Change Management, Purchasing, Strategic Planning, 5S, ISO, P&L Management, Vendor Management, HS&E, Talent Management, Kaizen Leadership, Additive Manufacturing, 3D Printing
Education
Texas Tech University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General Business
Invenio Solutions Inc. 2011 - Present
Privately Held 2009 - 2011
BancVue, LTD 2008 - 2009
Johns & Wilkinson LLC 2006 - 2008
Wells Fargo 2003 - 2006
Wilkinson Financial Group 2000 - 2003
Bank of America 1997 - 1998
Norwest Financial 1996 - 1997
Skills
Banking, Process Improvement, Consulting, Business Development, New Business Development, Sales, Sales Management, Full P&L Responsibility, Contract Negotiation, Management, Project Management, Budgets, Financial Services, Entrepreneurship, Strategic Planning, Training, Strategy, Leadership, Analysis, Finance, Marketing, Sales Process, Customer Satisfaction, Sales Operations, P&L Management, CRM, Salesforce.com, Strategic Partnerships, Team Building, Selling, Account Management, Human Resources, Start-ups, Customer Retention, Lead Generation, Networking, Cold Calling, Direct Sales, B2B, Recruiting, Retail, Customer Service, Business Planning, Cross-functional Team..., Team Leadership, Solution Selling, Call Centers, Vendor Management, Time Management, Executive Management
Education
Sam Houston State University 2006 — 2008
Master of Business Administration (M.B.A.), Banking and Financial Institutions
Schreiner University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Legal Studies
Center for Creative Leadership
Leadership at the Peak
Wells Fargo Home Mortgage August 2012 - March 2014
US Bank Home Mortgages November 2004 - August 2012
Kar Products February 1999 - November 2004
Norwest Financial 1994 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Southeast Missouri State University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Psychology
Kirkwood High School 1986 — 1989
Diploma
Veros Credit May 2014 - Present
Westlake Financial Services June 2009 - April 2014
Thought Equity Motion October 2008 - May 2009
Triad Financial July 2002 - April 2008
WFS Financial June 1995 - June 2002
Norwest Financial September 1991 - June 1995
Skills
New Business Development, Team Mentoring, Marketing, Forecasting, Sales Management, Strategic Partnerships, Leadership, Customer Service, Business Development, Credit, Marketing Strategy, Management, Finance, Sales Operations, Business Analysis, B2B, Sales Process, Account Management, Negotiation, Business Strategy, Budgets, Strategy, Business Planning, Project Management, Strategic Planning, Selling, Sales, Leadership Development, Customer Satisfaction, Banking, Change Management, Contract Negotiation, Six Sigma, Profit, Sales Hiring, Strategic Thinking, Team Building, Retail, Product Management, Building High..., Customer Retention, Operations Management, Mentoring New Hires, Sales Growth, Automotive, Recruiting, Territory Growth, Advertising, Time Management, Strategic Leadership
Education
The University of South Dakota 1986 — 1991
B.S., Economics
Prospect Mortgage, LLC March 2014 - Present
Guild Mortgage June 2012 - March 2014
Wells Fargo Home Mortgage June 2003 - June 2012
Norwest Financial 1997 - 1998
Skills
Credit Analysis, FHA, Credit, Sales Management, VA loans, Loan Origination, Refinance, Mortgage Banking, First Time Home Buyers, Sales, Government Loans, Investment Properties, Mortgage Lending, Loans, USDA, FHA financing, Residential Mortgages, Negotiation, Microsoft Excel, Real Estate, Referrals
Education
Southern Oregon University
Bachelor's Degree, Business Administration
Mediation and Consultating Service January 2015 - Present
Family Hair Affair Inc June 2006 - Present
United States Marine Corps May 2004 - September 2008
United States Marine Corps November 2001 - May 2004
United States Marine Corps January 2001 - June 2001
PepsiCo January 1998 - January 2000
United States Marine Corps May 1991 - September 1997
Norwest Financial January 1985 - February 1990
Skills
Security Clearance, Team Building, Public Speaking, Leadership, Logistics, Strategic Planning, Military, Customer Service, Team Leadership, Operations Management, Leadership Development, DoD, Operational Planning, Training, Program Management, Government, Process Improvement, Analysis, Military Operations, Command
Education
Webster University 2012 — 2014
Master's Degree, Human Resources Management, 3.91
Webster University 2012 — 2014
Master's Degree, Human Resources Development, 3.91
Webster University 2009 — 2011
MBA, Business Administration
North Georgia College and State University 1976 — 1980
Bachelor of Science (BS)
Cambridge Savings Bank April 2007 - Present
AIG American General 2000 - 2007
New Century 1998 - 2000
Norwest Financial 1995 - 1998
Skills
Banking, Loans, Non-profits, Management, Strategic Planning, Commercial Lending, Nonprofits, Cash Management, Commercial Banking, Credit, Financial Services, Retail Banking, Finance
Education
Rutgers University-New Brunswick 1990 — 1994
BA, English, Political Science
The Pingry School 1986 — 1990
High School
DHI Mortgage a D.R. Horton Company "America's Builder" October 2012 - Present
Morgan Stanley May 2010 - October 2012
Wilmington Finance a Division of AIG October 2004 - July 2006
Countrywide June 1998 - October 2004
Bank United, FSB June 1996 - June 1998
Norwest Financial August 1991 - August 1996
Skills
Loan Origination, Finance, Business Development, Sales, Customer Satisfaction, Communication Training, Revenue Enhancement, Risk Management, Loss Mitigation, Leadership, Loans, Credit Analysis, Underwriting, Mortgage Lending, Credit, Mortgage Banking, Financial Analysis, Banking, Portfolio Management, Credit Risk, Mortgage Underwriting, FHA, Process Improvement, Financial Risk, Management, Residential Mortgages, Refinance, Due Diligence, Mortgage Servicing, Analysis, Loan Servicing, FHA financing, Executive Management, VA loans, Default, Consumer Lending, USDA, Financial Services, Team Building, Relationship Management, Real Estate, Commercial Lending, Mergers & Acquisitions, Construction Loans, Investment Properties, Investments, Government Loans, Reverse Mortgages
Education
Rocky Mountain College 1990 — 1992
Bachelor of Applied Science (BASc), Business/Managerial Economics
University of Mary 1988 — 1990
Bachelor of Applied Science (BASc), Business/Managerial Economics
Wells Fargo February 2014 - Present
Wells Fargo Home Mortgage March 2012 - February 2014
Wells Fargo June 2004 - March 2012
Wells Fargo January 1999 - June 2004
Norwest Financial January 1992 - January 1999
Norwest Financial August 1989 - January 1992
Norwest Financial January 1984 - August 1989
Skills
Mortgage Banking, Loan Origination, Real Estate Financing, Retail Banking, Credit Analysis, Commercial Lending, Financial Analysis, First Time Home Buyers, Investment Properties, Residential Mortgages, Loans, Insurance, Risk Management, Small Business Lending, Financial Services, Lines Of Credit, Refinance, Relationship Management, Sales, Loss Mitigation, Cold Calling, Finance, FHA, Team Leadership, Credit Cards, Mortgage Underwriting, Reverse Mortgages, VA loans, Sales Management, Investments, Real Estate, Strategic Planning, Mortgage Servicing, Commercial Banking, Business Development, Branch Management, Financial Risk, Strategic Financial..., Loan Servicing, Selling, Executive Management, FHA financing, USDA, Call Centers, Asset Management, VA Loans
Education
St. Cloud State University 1980 — 1984
BS, Finance/Economics
Glenwood High School 1976 — 1980
High School
Stathis Kucholtz Partners LLC January 2015 - Present
Comerica Bank July 2009 - December 2014
Comerica Bank March 2005 - July 2009
Bank One Securities January 2003 - March 2005
Bank One Securities January 2001 - January 2003
Bank One January 1999 - January 2001
Bank One May 1996 - January 1999
Norwest Financial August 1990 - May 1996
Skills
Wealth Management, Sales Management, Collaborative Leadership, Retail Banking, Brokerage, Leadership, Sales Coaching, Insurance, Cross-team Collaboration, 401k, Recruiting, Investments, Retirement Planning, Investment Advisory, Securities, Portfolio Management, Retirement, Commercial Lending, Loans, Mutual Funds, Commercial Banking, Fixed Annuities, Small Business Lending, Banking, Series 7, Series 63, Indexed Annuities, Variable Annuities, Series 24, Life & Health Insurance..., Term Life Insurance, Permanent Life Insurance, Credit, Teamwork, Alternative Investments, Property & Casualty..., Trust Management, Public Speaking, Due Diligence, Product Management, Vendor Relationship..., Private Banking, Series 65, Irrevocable Life..., Fiduciary, Cash Management, Institutional..., Institutional Sales, Buy-sell Agreements, Financial Services
Education
The University of Texas at Dallas - School of Management 1990 — 1993
Masters of Business Administration, Finance
The University of Dallas 1985 — 1989
BA, Economics
Gulf Coast Business Credit January 2015 - Present
Mercantil Commercebank N.A. April 2013 - January 2015
Plains State Bank October 2012 - March 2013
Comerica Bank October 2010 - October 2012
Wells Fargo November 2003 - October 2010
Wells Fargo 2003 - 2006
Texas Commerce Bank/Chase 1994 - 1999
Norwest Financial 1993 - 1994
Education
Texas A&M University
Bachelor's Degree
Central Senior High
Welcome Federal Credit Union 2012 - Present
Self-Employed 1990 - 2012
Drew B. Atkinson Designs 2003 - 2007
Revco Scientific 1989 - 1990
Norwest Financial 1988 - 1989
Skills
Accounting, Auditing, Bookkeeping, Financial Analysis, Financial Reporting, Income Tax, Journal Entries, Tax, Tax Preparation, Accounts Receivable, Credit, Loans, Process Improvement, Budgets, Customer Service, Sales, Banking, Microsoft Excel, CRM, Leadership
Education
University of North Carolina at Greensboro 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wake Technical Community College 2011 — 2013
Accounting, 3.85 GPA
MarketSource Inc. June 2014 - Present
NewComLink April 2013 - June 2014
Citi 1992 - April 2013
Norwest Financial June 1986 - 1990
Skills
Management, Leadership, Business Development, Strategic Planning, Credit Cards, Process Improvement, CRM, Financial Services, Vendor Management, Account Management, Business Strategy, Marketing Strategy, Financial Analysis, Retail, Training, B2B, Direct Marketing, Product Development, Miller-Heiman Strategic..., Solution Selling, Selling, Sales
Education
University of South Carolina-Columbia 1982 — 1986
BS, Marketing/Management
University of South Carolina-Columbia
Bachelor of Science (B.S.), Management and Marketing
Colorado State Bank and Trust 2010 - Present
JPMorgan Chase November 1998 - September 2009
Norwest Financial 1988 - 2000
Wells Fargo Financial 1988 - 2000
Skills
Underwriting, Credit, Sales Management, Mortgage Lending, Default, Analysis, Loan Origination, Residential Mortgages, FHA, Refinance, Mortgage Banking, FHA financing, Loans, USDA, VA loans, Construction Loans, Reverse Mortgages, Consumer Lending, Commercial Lending, Loan Servicing, Mortgage Underwriting, Government Loans, Credit Analysis
Education
University of Florida 1984 — 1988
Business, Finance
Crye Leike Realtors October 2012 - Present
Realty Executives November 2011 - October 2012
Self Employed Residential Construction, Design and REmodeling September 2010 - November 2011
BankEast October 2007 - September 2010
First Tennessee Bank 1997 - 2007
Norwest Financial 1990 - 1996
Skills
Investment Properties, Loans, FHA, Real Estate, Mortgage Lending, Foreclosures, Investors, REO, Single Family Homes, Residential Homes, New Home Sales, Refinance, First Time Home Buyers, Condos, Listings, Relocation, Loan Origination, Real Property, For Sale By Owner, Home Owners
Education
The University of Tennessee at Chattanooga 1999 — 2001
MBA, Finance
Fisher College of Business, The Ohio State University November 2011 - Present
Limited Brands March 2009 - November 2011
Limited Brands June 2001 - March 2009
Limited Logistics Services May 2000 - December 2000
Six Sigma Qualtec March 1997 - August 1999
Norwest Financial August 1996 - March 1997
Skills
Supply Chain Management, Planning, Corporate Management, Supply Chain, Event Planning, Inventory Planning, Leadership, Retail, Strategic Planning, Negotiation, New Business Development, Process Improvement, Forecasting, Business Strategy, Team Building, Financial Analysis, Budgets, Operations Management, Coaching, Management, Project Planning, Business Development, Logistics
Education
The Ohio State University Fisher College of Business 1999 — 2001
MBA, Operations and Logistics Management
Penn State University 1992 — 1996
B.S., Business Administration
Revere High School 1988 — 1992
High School Diploma
Crescent Bank August 2001 - Present
America's Money Line 1999 - 2001
Green Tree Mortgage 1997 - 1999
Norwest Financial 1996 - 1997
Skills
Loans, Credit, Credit Analysis, Underwriting, Credit Risk, Consumer Lending, Loan Origination, Banking, Mortgage Lending, Finance, Risk Management, Automotive, Sales Management, Negotiation, Funding, Commercial Lending, FHA, Refinance
Education
The University of Southern Mississippi 1991 — 1995
Bachelor of Arts (B.A.), Advertising
The University of Southern Mississippi 1991 — 1995
Bachelor of Science (B.S.), Marketing/Marketing Management, General
GK Elite Cheer division September 2010 - Present
Americash Mortgage Bankers December 2008 - December 2009
Montgomery Mortgage April 2005 - December 2009
Associates June 1993 - February 1998
Norwest Financial 1990 - 1993
Skills
Account Management, Banking, Certified Mortgage..., Commercial Lending, Credit, Credit Analysis, Commercial Mortgages, Customer Service, FHA, FHA financing, Construction Loans, Finance, Financial Analysis, First Time Home Buyers, Foreclosures, Government Loans, Investment Properties, Investments, Loan Origination, Microsoft Office, Loans, Mortgage Banking, Portfolio Management, REO, Mortgage Lending, Real Estate, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Refinance, Residential Homes, Residential Mortgages, Reverse Mortgages, Risk Management, Sales, Sales Management, Selling, Strategic Financial..., Short Sales, Underwriting, USDA, VA loans, FHA Financing
Education
Texas A&M University 1985 — 1989
BBA, Finance
SolomonEdwardsGroup October 2011 - Present
Thompson, Cobb, Bazilio & Associates, PC May 2011 - September 2011
Evolve Bank and Trust June 2010 - July 2011
Strategic Holdings Group, LLC May 2009 - November 2010
FirstCity Bank June 2003 - March 2009
Netfirst Mortgage June 1999 - June 2003
BANC ONE FINANCIAL SERVICES January 1999 - June 1999
The Money Store August 1998 - January 1999
NORWEST FINANCIAL January 1997 - August 1998
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Risk Management, Due Diligence, Loan Portfolio Analysis, Credit Risk, Loan Origination, Commercial Banking, Regulatory Projects, Fraud, Foreclosures, Underwriting, Loan Servicing, Internal Audit, Leadership, Portfolio Management, Mortgage Banking, Finance, Financial Analysis, Mergers & Acquisitions, Financial Risk, Banking, Auditing, Loss Mitigation, Mortgage Servicing, Analysis, Executive Management, Residential Mortgages, Management, Asset Management, Commercial Mortgages, Mortgage Underwriting, Funding, FHA, Financial Services, Commercial Lending, Consumer Lending, Cash Management, Construction Loans, Financial Structuring, Valuation, Refinance, Retail Banking, Commercial Real Estate, Small Business Lending, Structured Finance, Investments, Real Estate Financing
Education
University of Florida 1992 — 1996
Bachelor's Degree, Finance/Real Estate
CFA Institute
Finance and Financial Management Services
The Marketplace July 2012 - Present
The Bottom Rung April 2011 - Present
Grace Covenant Church March 2003 - June 2014
Raceparts Distribution Inc August 2000 - March 2003
Norwest Financial November 1990 - May 1993
Skills
Leadership Development, Public Speaking, Community Outreach, Non-profits, Teaching, Nonprofits, Fundraising, Event Planning, Strategic Planning, Volunteer Management, Organizational..., Leadership, Microsoft Excel, Event Management, Team Building
Education
University of Florida 1986 — 1989
BS, Business Finance
Orange Park High School 1983 — 1986
Bridgeforce June 2014 - December 2014
JPMorgan Chase June 2010 - October 2013
JPMorgan Chase April 2009 - June 2010
JPMorgan Chase (WaMu) April 2003 - March 2009
JPMorgan Chase (HomeSide Lending) December 1998 - March 2003
JPMorgan Chase (HomeSide Lending) March 1998 - December 1998
JPMorgan Chase (HomeSide Lending) June 1997 - March 1998
JPMorgan Chase (HomeSide Lending) March 1996 - June 1997
Crestar Mortgage Corporation September 1994 - February 1996
Norwest Financial April 1991 - September 1994
Skills
Disaster Recovery, Vendor Management, Business Analysis, Management, Contact Centers, Process Improvement, Relationship Management, Strategy, Business Intelligence, Data Center, Oracle PL/SQL..., Call Centers, Call Center Architecture, Project Portfolio..., Banking, Outsourcing, Risk Management, PMO, Financial Services, SDLC, Business Process...
Education
University of Alabama 1986 — 1990
BS, Finance
Compliance Connection November 2012 - Present
Adobe Road Winery & TRG October 2007 - November 2012
Herrerias Vineyards & Hawkins Investments May 2003 - October 2007
Norwest Financial 1995 - February 2000
Skills
Budgets, Public Speaking, Strategic Planning, Negotiation, Accounting, Outlook, Microsoft Excel, Microsoft Word, Adobe Acrobat, Analysis, Investigation, PowerPoint, Collections, Communication, Human Resources, Accounts Payable, Accounts Receivable, Account Management, Bank Reconciliation, Recruiting, Financial Analysis, Financial Reporting, Corporate Finance, FileMaker, Carpentry, Home Repairs, Rental Homes, Research, Foreclosures, Real Estate Development, Real Estate Transactions, Landscape Design, Ponds, Interior Design, Building Relationships, Employee Training, Marketing, Wine, Wine Tasting, Winemaking, Marketing Strategy, Alcoholic Beverages, Hospitality, Food, Sales Management, Inventory Management, Time Management, Purchasing, Data Entry, Meeting Planning
Education
The University of Texas at El Paso 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Diversified Wealth Management August 2010 - Present
Aspire Vending, LLC June 2011 - Present
Aspire Insurance Consultants May 2009 - Present
AXA Financial 2003 - July 2010
AXA Advisors, LLC January 2005 - December 2009
community national bank 2001 - 2002
TCF Bank September 2000 - January 2001
TCF 1999 - 2001
Wells Fargo Financial June 1999 - July 2000
Norwest Financial 1999 - 2000
Skills
Wealth Management, Investments, Income distribution..., Advanced insurance..., Sophisticated...
Education
Saint John's University 1995 — 1999
BA, Management
Alphagraphics - Rockwall August 2013 - Present
Alphagraphics Market Center October 2002 - Present
AlphaGraphics February 1995 - October 2002
Norwest Financial 1990 - 1995
Skills
Cold Calling, Direct Mail Campaigns, Competitive Analysis, Direct Mail, Account Management, Marketing Strategy, Direct Marketing, Strategic Planning, Team Building, Marketing, Time Management, Corporate Gifts, Sales, Variable Data Printing, Advertising, Offset Printing, Print Management, Digital Printing, PURLs, Sales Process, Social Media Marketing, Customer Service
Education
Texas A&M University-Commerce 1986 — 1989
Bachelor of Business Administration (BBA), Finance, General
Richland Community College 1986 — 1988
South Garland High School 1982 — 1986
Cliffwood Properties January 2000 - Present
Conexant Semiconductors 1996 - 2000
Rockwell Semiconductors 1996 - 2000
Marubeni-Itochu Steel America, Inc. 1989 - June 1996
Marubeni America Corporation November 1989 - May 1996
General Pipe & Supply, Steel Warehouse May 1984 - November 1989
Norwest Financial 1982 - 1984
Equity Redevelopment 1980 - 1982
Skills
Mergers, Start-ups, Forecasting, Contract Negotiations, Cost Reduction Programs, Semiconductors, Sales, Mergers & Acquisitions, Contract Negotiation, Marketing, Credit, Strategic Partnerships, Budgets, Business Planning, Executive Management
Education
University of Massachusetts, Amherst 1975 — 1979
BS, Business Administration-Marketing
Citigroup June 2006 - Present
CitiMortgage 1996 - Present
Citigroup December 2005 - January 2009
CitiFinancial Mortgage September 2000 - December 2005
Associates Home Equity January 1997 - September 2000
Associates Home Equity May 1996 - January 1997
Norwest Financial May 1986 - April 1996
Skills
Credit, Financial Services, Loans, Portfolio Management, Risk Management, Credit Analysis, Financial Risk, Mortgage Lending, Management, Underwriting, Mortgage Banking, Analysis, Credit Risk, Banking, Mergers & Acquisitions, Loan Origination, Leadership
Education
Texas Christian University 1983 — 1985
BBA, Finance
University of Mary Hardin-Baylor 1981 — 1983
Business
Princeton Mortgage Company September 2009 - Present
LANSDALE SCHOOL OF BUSINESS February 2012 - Present
Prestige Home Mortgage LLC November 2007 - September 2009
BNC Mortgage a Lehman Company February 2007 - October 2007
MLNUSA January 1997 - January 2007
ContiMortgage Corporation January 1990 - December 1997
Norwest Financial 1978 - 1988
Skills
Refinance, VA, Conventional, Retail, FHA, PHFA, NJMFA
Education
Temple University 1981 — 1985
MBA, Management
West Chester University of Pennsylvania 1973 — 1977
BS, Accounting
Masco Contractor Services February 2015 - Present
Woodforest National Bank June 2014 - January 2015
ValuePest.com January 2011 - May 2014
Carolina Controls Group Inc August 2010 - January 2011
Always Care Benefits February 2010 - July 2010
Nationwide Insurance September 2006 - December 2009
South Carolina Army National Guard September 1993 - December 2006
Carolina Capital Management April 2004 - September 2006
Atlantic Management Associates September 1998 - April 2004
Norwest Financial February 1998 - September 1998
Skills
Insurance, Employee Benefits, Life Insurance, Retirement, Health Insurance, Pest Control, Integrated Pest..., Customer Service, Termite, Sales, Estate Planning, Business Planning, Human Resources, Analysis, Cold Calling, Leadership, Property & Casualty..., Finance, New Business Development, Time Management, Management, Long-term Care, Marketing, Training, Sales Operations, Project Planning, Disability Insurance, Strategic Financial..., Lead Generation, Payroll, Real Estate, Workers Compensation, Team Building, Small Business, CRM, Investments, Salesforce.com, Selling, B2B, Account Management, Customer Retention, Customer Satisfaction, Direct Sales, Key Account Development, Key Account Management, Key Account Mangement, Marketing Strategy, New Account Acquisition, New Account Management, Product Marketing
Education
The Citadel 1993 — 1997
Bachelor's Degree, Business Administration
AOD Software - Answers On Demand August 2015 - Present
Independa, Inc. November 2014 - August 2015
Dakim, Inc. April 2008 - August 2014
WorldView Ltd. September 2006 - March 2008
CAR Financial Services September 2005 - August 2006
WAVE Corporation July 2000 - August 2005
Xante 1996 - 2000
Norwest Financial 1991 - 1995
House of Specialties 1988 - 1990
Skills
Consultative Selling, Relationship Development, Healthcare, Start-ups, Sales Management, B2B, Selling, Leadership, Inter-personal, Direct Sales, Entrepreneurship, Business Strategy, Sales Operations, Management, Strategy, Marketing Strategy, Advertising, Sales, SaaS, Team Building, Product Marketing
Education
University of South Alabama 1984 — 1989
Bachelor of Arts, Communication, History
Money Management International 2000 - Present
Frost Mortgage June 1996 - November 1999
Norwest Financial August 1992 - July 1996
Education
Texas Tech University 1987 — 1992
Cross Country Mortgage July 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) May 2008 - May 2015
Firstline Mortgage October 2000 - April 2008
Allied Home Mortgage September 1999 - September 2000
Homegold Mortgage October 1997 - September 1999
Household Finance September 1996 - October 1997
Norwest Financial March 1994 - September 1996
Skills
Over 20 years in..., Refinance, Mortgage Lending
Education
The University of New Mexico 1989 — 1993
Bachelor's Degree, Marketing and Economics
The University of New Mexico - Robert O. Anderson School of Management 1989 — 1993
Bachelor's degree, Marketing and Economics
Toroid Corporation 2013 - Present
Telogis August 2012 - June 2013
Navtrak, Inc August 2006 - October 2012
Navtrak, Inc January 2006 - August 2009
FAIRWAY MORTGAGE CORPORATION June 2003 - April 2004
VERIZON COMMUNICATIONS August 1999 - June 2003
APPROVED MORTGAGE CAPITAL April 1998 - October 1999
NORWEST FINANCIAL June 1997 - April 1998
DELMARVA COLLECTIONS, INC May 1993 - June 1997
Skills
CRM, Project Management, Product Management, Business Development, Mobile Devices, Team Building, Sales, Selling, Telecommunications, Cross-functional Team..., Sales Process, Entrepreneurship, Management, Direct Sales, Process Improvement, Product Marketing, Sales Management, Lead Generation, Product Development, Networking, Sales Operations, Sales Presentations, Project Planning, Supply Chain, Wireless, Customer Service, Program Management, Enterprise Software, Marketing, Negotiation, Visio, Cold Calling, Account Management, New Business Development
Education
Salisbury University 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
DALE CARNEGIE 1994 — 1994
Shionogi Inc. April 2013 - April 2015
PNC BANK July 2012 - February 2013
Pfizer Pharmaceuticals (originally Dura,Elan and King Pharmaceuticals) June 1992 - September 2011
REUBEN H. DONNELLEY March 1988 - May 1992
Executone Telecommunications March 1985 - March 1988
NORWEST FINANCIAL September 1983 - March 1985
Education
Penn State University
Bachelor of Science (BS) Business Administration/ Marketing, Marketing
Office of the Comptroller of the Currency November 2012 - Present
Consumer Financial Protection Bureau August 2011 - November 2012
Office of the Comptroller of the Currency December 2000 - August 2011
Nazareth National Bank February 1999 - December 2000
1st Summit Bank/Cambria Thrift Consumer Discount Company September 1997 - November 1998
Mercury Finance Company September 1996 - June 1997
Norwest Financial July 1994 - September 1996
Skills
Auditing, Internal Controls, Cash Flow, Leadership, Loans, Credit, Banking, Financial Institutions, Mortgage Lending, Risk Management, Credit Risk, OFAC, Credit Analysis, Internal Audit
Education
Argosy University Washington, DC 2005 — 2009
MA, Community Counseling, 3.9
Thiel College 1990 — 1994
BA, Accounting and Business Administration
BDAS Consulting November 2008 - Present
GEMM Group March 1999 - Present
BizCardsCD June 1999 - November 2011
Val Disc Marketing October 2001 - June 2007
Thomas Register 1994 - 1998
Southwestern Bell 1986 - 1993
Norwest Financial 1983 - 1985
Skills
Logistics, Contract Negotiation, Transportation, Operations Management, 3PL, Negotiation, Business Development, Procurement, Trucking, Six Sigma, Logistics Management, Strategic Planning, Marketing, Team Building, Sales Management, Budgets, Sales, Competitive Analysis, Air Freight, Contract Logistics, Finance, Lean Six Sigma
Education
USC Marshall School of Business
Bachelor of Science Business Administration, Minor - Marketing
The University of Georgia
Turf Management
Citizens National Bank (Henderson, TX) April 2015 - Present
Zero Error October 2011 - April 2015
Bank of America 2007 - 2011
Bank of America 2005 - 2007
Bank of America 2004 - 2005
Bank of America 2000 - 2004
Bank of America 1996 - 2000
Norwest Financial 1989 - 1996
Skills
Process Improvement, Management, Leadership, Banking, Loans, Mortgage Lending, Sales Management, Retail Banking, Risk Management, Business Development, Commercial Banking, Credit, Sales, Coaching, Investments, Insurance, CRM, Credit Cards, Relationship Management, Consumer Lending, Small Business Lending, Cross Selling, Underwriting
Education
Stephen F. Austin State University
BA, Communications
Encore Capital Group June 2014 - Present
Encore Capital Group March 2013 - June 2014
Encore Capital Group April 2011 - April 2013
ACCENT Marketing September 2010 - March 2011
Affiliated Computer Services September 2009 - November 2010
Dialogue Group PTY March 2008 - June 2009
Independant Consultant 2009 - 2009
Capital One November 1998 - March 2008
BancOne June 1996 - November 1998
Norwest Financial May 1991 - June 1996
Skills
Leadership, Management, Strategy, Product Management, Call Centers, Analytics, Team Leadership, Marketing, Call Center, Change Management, Mergers & Acquisitions, Global Sourcing, BPO, Sales, Business Development, Program Management, Vendor Management, Process Improvement
Education
Pennsylvania State University-Erie Campus 1988 — 1991
BS, ECONOMICS
Penn State University 1987 — 1991
Economics
Mutual of Omaha Bank September 2011 - Present
Mutual of Omaha Bank September 2010 - August 2011
Great Western Bank fka TierOne Bank January 2006 - September 2010
Wells Fargo Bank March 2005 - January 2006
TireOne Bank April 1999 - March 2005
Norwest Financial November 1991 - April 1999
Skills
Banking, Consumer Lending, Credit, Loans, Commercial Banking, Loan Origination, Mortgage Lending, Leadership, Cash Management, Sales Management, Small Business Lending, Cross Selling, Sales, Management, Underwriting, Team Building, Business Development, Finance, Branch Banking, Team Leadership, Strategic Planning, Risk Management, Retail Banking, Budgets, Commercial Lending, Financial Services, Deposits, Leadership Development, Marketing Strategy, Personal Development, Customer Service, Refinance, Human Resources, Recruiting, Marketing, CRM, Training, Lines Of Credit, Sales Operations, Coaching, Branch Management, Wealth Management, Relationship Management, Strategy, Mortgage Banking, Customer Satisfaction, Team Motivator, Consumer Credit, Residential Mortgages
Education
University of Nebraska at Omaha 1987 — 1991
BSBA, Finance and Banking
InVision Inc October 1997 - Present
Norwest Financial October 1994 - September 1997
Skills
Medical Devices, Regulatory Affairs, Pharmaceuticals, Biotechnology, Quality Assurance, Engineering, FDA, Validation, Clinical Research, ISO 13485, Life Sciences, Clinical Development, Clinical Trials, Clinical, R&D, Oncology, Quality Systems, Product Development, Compliance, Process Improvement, Manufacturing, Technical Writing, Process Development, Medical Writing, CAPA, Diabetes, Pharmaceutical Industry, Quality System, GMP, Biopharmaceuticals, Quality Control, Lifesciences, Sop, Regulatory Submissions, Regulatory Requirements, Process Simulation, SOP, Recruiting
Education
The Ohio State University - The Max M. Fisher College of Business 1990 — 1994
Bs, Finance
Fifth Third Bank January 2003 - October 2009
National City Bank 1998 - 2003
Norwest Financial 1997 - 1998
University of Nebraska 1995 - 1997
Education
University of Nebraska-Lincoln 1995 — 1997
MBA
University of Nebraska-Lincoln 1988 — 1992
Retired October 2009 - Present
JPMorgan Chase July 2009 - May 2011
Temecula Valley Bank January 2001 - January 2008
Wells Fargo January 2000 - January 2001
Norwest Financial January 1999 - January 2000
Education
University of California, Riverside
BS, Sociology
Heritage Bank NW September 1999 - Present
Safe Harbor Free Clinic May 2011 - Present
NorWest Financial January 1995 - September 1999
Jacob Stewart Co. June 1992 - January 1995
Skills
Management, Retail Banking, Customer Service, Financial Analysis, Sales, Portfolio Management, Consumer Lending, Sales Management, Leadership, Team Leadership, Loans, Credit
Education
Washington Bankers Association 2015 — 2015
Retail Branch Management Program
Washington Bankers Association 2015 — 2015
Small Business Banker Development Program
University of Puget Sound 1991 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Walla Walla Community College 1989 — 1991
Associate of Arts (A.A.), Business Administration and Management, General
Target March 2015 - Present
Target April 2013 - March 2015
Target November 2005 - April 2013
Target November 2003 - November 2005
Target January 2000 - November 2003
Target January 1996 - January 2000
Norwest Financial June 1993 - December 1995
Skills
Marketing Communications, Marketing, Retail, Brand Development, Project Management, Advertising, Brand Management, Integrated Marketing, Marketing Strategy, Cross-functional Team..., Social Media Marketing, Multi-channel Marketing, Leadership, Change Management, Collaborative Problem..., Team Leadership, Budget Management, Driving Results, Communication, Knowledge Management, Category Management, Agency Relationship...
Education
University of Arizona
BA, Communication & Sociology
Indecomm Global Services November 2010 - March 2013
Walker Jackson Mortgage Corporation June 2010 - November 2010
Equifirst August 2001 - March 2008
Norwest Financial 1992 - 1997
Skills
Leadership, Recruiting, Process Improvement, Strategic Planning, Change Management, Strategy, Management, Executive Management, Risk Management, Public Speaking, Team Leadership, Business Development, Coaching, Strategic Partnerships, Customer Service, Training, Start-ups, Operations Management, New Business Development, Contract Negotiation, Sales Management, Sales, B2B, Account Management, Project Planning, Mortgage Lending, Mortgage Banking, Integration, Entrepreneurship, Vendor Management, Team Building, CRM, Business Process..., Finance, Business Planning, Banking, Business Analysis, Forecasting, Selling, Negotiation, Sales Operations, Cold Calling
Education
University of Phoenix 2008 — 2010
BS
Polk Community College 1991 — 1993
AmeriServ Financial Bank February 2014 - Present
First Commonwealth Bank October 2013 - February 2014
S&T Bank December 1991 - February 2013
Mellon Bank August 1988 - December 1991
First Federal of Pittburgh January 1986 - August 1988
Norwest Financial September 1984 - January 1986
Fidelity Savings Bank December 1983 - September 1984
Skills
Banking, Risk Management, Portfolio Management, Loans, Information Security, Retail Banking, Vendor Management, Process Improvement, Mergers, Business Analysis, Commercial Banking, Strategic Planning, Commercial Lending, Enterprise Risk..., Leadership, Credit, Management, Internet Banking, Executive Management, Financial Services, Financial Risk, Treasury Management
Education
Penn State University 1978 — 1982
Bachelor of Science (B.S.), Economics
Carson Long Military Academy 1974 — 1978
High School
BHS
BHS
Verus Healthcare August 2012 - Present
The Fischer Group April 2015 - Present
Trilogy Health Services, LLC August 2014 - April 2015
Forest Pharmaceuticals November 2009 - September 2012
Comey & Shepherd Realtors January 2002 - November 2009
Aristocrat Volkswagen March 1998 - February 2000
Norwest Financial December 1996 - March 1998
Southwestern Company May 1996 - September 1996
Skills
New Home Sales, Relocation, Sellers, Short Sales, Real Estate, Condos, Single Family Homes, First Time Home Buyers, Selling, Referrals, Residential Homes, Listings, Foreclosures, Investment Properties, REO, Cold Calling, Contract Negotiation, Managed Care, Marketing, Cardiology, Market Analysis, Sales, Sales Management, Small Business
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor's degree, Finance
The Ohio State University Fisher College of Business
Frost Bank October 1995 - Present
Norwest Financial July 1992 - October 1995
Skills
Commercial Lending, Retail Banking, Underwriting, Risk Management, Cross Selling, Mortgage Lending, Finance, Customer Service, Lines Of Credit, Financial Risk, Banking, Consumer Lending, Commercial Banking, Leadership, Small Business Lending, Financial Analysis, Management, Team Building
Education
Wbu 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
Texas State University 1987 — 1991
BBA & MBA, Finance
SWT
Bachelor's degree, Finance
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2012 - March 2015
First United Bank September 2011 - February 2012
Bank of America Home Loans October 2010 - September 2011
JP Morgan Chase June 2010 - October 2010
Countrywide Financial June 2003 - March 2010
Wells Fargo Home Mortgage November 1999 - June 2003
FirstCo Mortgage October 1998 - November 1999
Norwest Financial February 1988 - October 1998
Skills
Banking, Credit, Mortgage Lending, Mortgage Banking, Loans, Leadership, Finance, Loan Origination, Strategy, Commercial Lending, Residential Mortgages, Financial Services, Credit Analysis, Refinance, Sales, FHA, Management, Underwriting, Relationship Management, Team Building, Commercial Banking, Consumer Lending, Business Strategy, Credit Risk, Portfolio Management, Mortgage Servicing, USDA, Investments, Executive Management, Loss Mitigation, Real Estate, Risk Management, Investment Properties, Business Development, Commercial Mortgages, FHA Financing, VA loans, Loan Servicing, Team Management, VA Loans
Education
Truman State University 1982 — 1986
BS, Accounting, Finance, Economics
BNC National Bank June 2014 - Present
National Bank of Kansas City January 2013 - March 2014
Stonegate Mortgage Corporation June 2011 - January 2013
Pulaski Bank January 1997 - June 2011
Norwest Financial June 1991 - January 1997
Skills
Mortgage Lending, Sales Management, Branch Management, Loan Origination, Residential Mortgages, Mortgage Banking, Consumer Lending, Operations Management, Mortgage Marketing, Loan Servicing
Education
Webster University 1999 — 2000
Master of Business Administration (MBA), MBA
Pittsburg State University 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Patton Boggs LLP July 2010 - Present
Bryan Cave HRO May 2003 - July 2010
SunGard Relius November 2000 - May 2003
Norwest Financial January 2000 - August 2000
Skills
Litigation, Legal Assistance, Litigation Support
Education
Oregon State University 1976 — 1979
Bachelor's degree, Clothing Textiles & Related Arts
Craig High School
High School Diploma
University of Wisconsin-Madison
Sr. Business Development Executive 2009 - Present
Fleetwood Football 2006 - Present
ServicEngine 2012 - 2013
1st West M & A 2009 - 2012
Brookwood Financial Partners, LLC 2008 - 2009
Madison Equity Corporation 2001 - 2007
FirstPlus Financial 1996 - 2000
Norwest Financial 1994 - 1996
Skills
Business Development, Outsourcing, Sales&Marketing, BPO, Management, Managing Associates, Budget Forecasts, Budget Monitoring, Profit Optimization, Organization, Economics, Financial Projection, Financial Regulation, IT Outsourcing, Vendor Management, Offshoring, Team Management, Sales, Salesforce.com, CRM, Lead Generation, P&L Management
Education
University of Colorado at Boulder 1989 — 1993
BA, Economics
West Essex HS 1986 — 1989
West Essex HS
Steve Gary, State Farm Insurance Agency January 1992 - Present
Norwest Financial 1987 - 1991
Exchange Bank of Norman August 1983 - May 1986
Skills
Health Insurance, Life Insurance, Homeowners, Term Life Insurance, Property & Casualty..., Disability Insurance, Insurance, Fixed Annuities, Financial Advisory, Long-term Care, Umbrella Insurance, Strategic Planning, Commercial Insurance, Management, Customer Service, Financial Services, Team Building, Mutual Funds
Education
University of Oklahoma - Price College of Business 1982 — 1986
BBA, Business Finance
Wells Fargo Home Mortgage November 2013 - Present
Cordis, A Johnson and Johnson Company May 2011 - December 2012
Zimmer May 2009 - May 2011
Wright Medical Technology 2010 - 2011
Pfizer May 2004 - August 2008
Zimmer Orthopaedics July 2002 - May 2004
Pfizer 1996 - July 2002
Norwest Financial 1990 - 1996
Skills
Medical Devices, Sales Effectiveness, Urology, Pharmaceutical Sales, Orthopedic, Cardiology, Sales Management, Mortgage Banking, Business Development, Business Planning, Key Account Development
Education
Auburn Senior High
General Studies, Pre College
Peru State College
Bachelor's degree, Business Administration and Management, General
Pima Community College
Bachelor's degree, Business Administration and Management, General
Washburn University
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Lincoln Financial Group May 2014 - Present
Vanguard July 2008 - April 2014
Vanguard November 2007 - July 2008
Vanguard June 2001 - November 2007
Retail Bank Services March 1999 - June 2001
MBNA America February 1997 - March 1999
MBNA America March 1996 - February 1997
Norwest Financial June 1995 - March 1996
Skills
Series 7, Series 63, Series 24, Green Belt, Operations Management, Sales, Mutual Funds, Securities, Investment Management, ETFs, Operational Excellence, Business Process..., Business Development, Strategic Planning, Retirement, Finance, Leadership
Education
Susquehanna University
Bachelor of Science, Business Administration and Finance
Villanova University
Masters of Business Administration, Finance concentration
Hometown Lenders June 2012 - Present
Hamilton Mortgage August 2010 - June 2012
Hamilton Mortgage Inc August 2010 - January 2011
Atlas Mortgage Inc December 2000 - January 2011
Welcome Home Inc January 2008 - July 2010
Norwest Financial 1992 - 1999
Skills
Credit, Residential Mortgages, Investment Properties, Short Sales, Reverse Mortgages, REO, Foreclosures, Financial Analysis, Underwriting, Investments, Sales Management, Negotiation
Education
University of Alabama 1988 — 1992
bs, accounting
Freedom Bank Mortgage April 2015 - Present
Presidential Mortgage September 2014 - March 2015
Virginia Heritage Mortgage April 2008 - September 2014
Mid-Atlantic Mortgage Corp 1997 - April 2008
Norwest Financial 1991 - June 1997
Skills
Mortgage Lending, First Time Home Buyers, Refinance, Loans, FHA, USDA, Real Estate, Residential Homes, Sellers, Property, VA loans, Credit, Investors, Commercial Lending, Residential Mortgages, Investment Properties, Small Business Lending, Loan Origination, Credit Analysis, VA Loans
Education
University of Virginia 1985 — 1987
BA, Psychology
Old Dominion University 1983 — 1985
Psychology
Nystrom Realty February 2004 - January 2014
RE/MAX on Tatum October 1997 - February 2004
Norwest Financial May 1997 - September 1997
Skills
Patient Safety, Patient Advocacy, Patient Education, Direct Patient Care, Nursing Care, Nursing Process, Medication..., Contract Negotiation, Nursing
Education
Glendale Community College 2013 — 2014
Nursing
Point Loma Nazarene University 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Harford Bank April 2006 - Present
Provident Bank August 1997 - March 2006
Norwest Financial October 1991 - July 1997
Skills
Credit Analysis, Loans, Risk Management, Banking, Credit, Commercial Banking, Consumer Lending, Retail Banking, Mortgage Lending, Credit Risk, Underwriting, Portfolio Management, Small Business Lending, Commercial Lending, Financial Analysis
Education
Towson University 1987 — 1991
Bachelor of Science (BS), Economics
Petroleum Marketers and Convenience Stores of Iowa June 2008 - Present
American Computer Services July 2006 - January 2008
Legacy Marketing Group January 2000 - February 2004
CSC March 1998 - August 1999
FIC Insurance Group March 1996 - February 1998
Norwest Financial August 1994 - September 1995
Education
University of Iowa
Bachelor of Business Administration, Finance
United States Department of Defense August 2011 - Present
Chugach Alaska Corporation February 2010 - August 2011
Provident Bank 2004 - 2009
Provident Bank 1998 - 2004
Norwest Financial 1995 - 1998
Skills
Banking
Education
University of Baltimore 1997 — 2001
Master of Business Administration
Towson University 1989 — 1994
Bachelor of Arts, Finance, Minor in Spanish
Nyemaster Goode, P.C. 2004 - Present
Pingel & Templer, P.C. 1998 - 2003
Norwest Financial January 1997 - August 1998
Brashear & Ginn August 1993 - December 1996
Skills
Policy, Public Relations, Commercial Litigation, Litigation, Public Speaking, Civil Litigation, Bankruptcy, Appeals
Education
University of Iowa College of Law 1990 — 1993
J.D., Law
University of Iowa - Henry B. Tippie College of Business 1988 — 1990
BBA, Marketing
North Iowa Area Community College 1986 — 1988
AA
Nicholas and Company April 2001 - Present
Jordan Meat Company July 1990 - October 2000
Norwest Financial March 1989 - July 1990
Norwest Financial San Diego September 1984 - March 1989
GAB Business Services 1982 - 1984
Skills
Food Service, Food, New Business Development, Team Building, Menu Development, Sales Operations, Pricing, P&L Management, Key Account Development, Credit, Food Industry, Sales, Profit, Marketing, Forecasting, Business Planning, Sales Management, Grocery, Product Development, Customer Service, Coaching, Hospitality Industry, Event Management, Accounting, Leadership, Purchasing, Marketing Strategy, Key Account Management, Inventory Management, Retail, Selling, Time Management, Hospitality, Food Safety, Merchandising, Restaurants, Negotiation, Budgets, Food & Beverage, Strategic Planning, Operations Management, Culinary Skills, Account Management, Customer Satisfaction, Training, Catering, Microsoft Excel, Hiring, Cooking, Supply Chain
Education
University of Arizona 1978 — 1982
BS, Business Administration
University of Southern California 1977 — 1978
N/A, Architecture
Cholla High School 1973 — 1977
HS Diploma, General Studies
Mortgage Broker Services Inc. dba Kiel Mortgage dba Elliott Bay Mortgage July 1999 - Present
Residential Mortgage Concepts 1998 - 1999
Pacific Thrift & Loan 1995 - 1998
Norwest Financial March 1994 - 1995
University Savings Bank June 1993 - March 1994
Skills
Mortgage Lending, Refinance, Investment Properties, First Time Home Buyers, Real Estate, Loans, Credit, Real Estate Transactions, Condos, Home Equity Loans, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, USDA, FHA financing, Finance, VA loans, Certified Mortgage..., Government Loans, Credit Analysis, Construction Loans, Reverse Mortgages, Residential Homes, Management, Sales, Financial Services, Real Estate Financing, REO, FHA Financing, VA Loans
Education
University of Oregon 1989 — 1993
BS, Economics
Ceridian August 2012 - Present
First Advantage November 2010 - March 2012
CSC August 2005 - August 2010
Bankers Life and Casualty March 2005 - July 2005
Morgan Stanley & Co March 2000 - March 2005
Aames Home Loan April 1998 - November 1999
Bob Evans October 1997 - February 1998
Norwest Financial December 1996 - July 1997
Skills
Training, Process Improvement, Management, CRM, Team Building, Call Centers, Leadership, Customer Satisfaction, Customer Service, Team Leadership, Coaching, Account Management, Team Management, Cross-functional Team..., Microsoft Office, Change Management, Time Management, Social Networking, Insurance, Business Process, Troubleshooting, Quality Assurance, Salesforce.com, Outlook, Teamwork, Call Center, Program Management, Human Resources, SharePoint, Lotus Notes, Outsourcing, Strategic Thinking, Employee Training, Employee Relations, Employee Engagement, Employee Management, Resource Allocation, Customer Retention, Operations Management, Performance Management, Training & Development, AS400, Client Relationship..., Customer Centricity, Workflow, Customer Relations, Problem Solving, People Management, Documentation, Customer Experience
Education
Purdue University 1991 — 1996
Bachelor of Science, Organizational Leadership and Supervision
The Seay Group, LLC. September 1990 - Present
Emerson Process Management January 2000 - May 2005
Public Utility Commission of Texas January 1997 - December 2000
The Associates Commercial Corp January 1996 - September 1996
Norwest Financial June 1992 - December 1995
Skills
Real Estate Investment, Financial Analysis, Strategic Consulting, Disposition, Real Estate Economics, Brokerage, Real Estate Development, Property Management, Leases, Real Estate, Apartments, Real Estate Transactions, Asset Managment, Acquisitions, Corporate Real Estate, Investment Properties, Valuation, Forecasting, Real Estate Financing, Finance, Commercial Real Estate, Business Development, Asset Management, Entrepreneurship, Business Planning, Market Analysis, Analysis, Private Equity, Mortgage Lending, Property, Credit, Investors, Investments, Portfolio Management, Due Diligence, Loans, Financial Modeling, Selling, Executive Management, Mergers & Acquisitions, Venture Capital, Sales, Negotiation, Contract Negotiation, Tenant Representation, Location Intelligence, Joint Ventures, Residential Homes, Commercial Mortgages, Tenant
Education
Texas State University 1994 — 1996
MBA, Finance
Texas State University 1991 — 1994
BBA, Finance
RBC Bank (USA) April 2010 - Present
Lending Hand Mortgage Corp. June 2001 - June 2009
Wells Fargo Financial February 1998 - April 2001
Norwest Financial February 1993 - January 1998
Education
University of Central Florida - College of Business Administration 1988 — 1992
Bachelor of Science, Finance
Minuteman Press February 2009 - Present
Washington Mutual May 2003 - August 2008
Wells Fargo September 2001 - May 2003
Wells Fargo Bank 2001 - 2003
Pinnfund January 1999 - June 2001
Bank of America / GreenPoint Credit July 1996 - September 1998
Norwest Financial February 1985 - July 1996
Skills
Mortgage Banking, Loans, Mortgage Lending, Customer Satisfaction, Sales, Management, Small Business, Business Development, Leadership, Banking, Marketing, Mergers & Acquisitions, Team Building, Sales Management, Credit, Loan Origination, Customer Service, Refinance, Residential Mortgages, Credit Analysis, Loan Servicing, Financial Analysis, Process Improvement
Education
University of Findlay 1980 — 1984
B.A., Business Management
Gibson, Dunn & Crutcher LLP January 2011 - Present
Gibson, Dunn & Crutcher LLP October 2001 - December 2010
Independent Entertainment Professional October 1997 - December 2010
Headway Corporate Resources January 2001 - October 2001
Career Blazers December 2000 - January 2001
SEIU Local 32BJ February 1999 - September 1999
Norwest Financial Automotive September 1996 - October 1997
Norwest Financial September 1994 - September 1996
Skills
Television, Event Planning, Theatre, Acting, Film, Outlook, Singing, PowerPoint, Accounts Payable, Microsoft Word, Marketing, Event Management, Microsoft Excel, Tap, Public Speaking, Social Media, Advertising, Legal Marketing, Microsoft Office, Legal Research, Editing
Education
Texas State University-San Marcos
BBA, Finance
Texas State University
Bachelor's degree, Finance, General
The CIT Group June 2001 - September 2007
Conseco October 1998 - June 2001
Norwest Financial February 1995 - October 1998
Education
Texas A&M University
BBA
Wells Fargo Home Mortgage March 2008 - Present
Decision One Mortgage/HSBC Group October 2004 - December 2007
First Union/Wachovia May 1996 - October 2004
Norwest Financial May 1988 - May 1996
Skills
Underwriting, Mortgage Lending, Loans, Mortgage Underwriting, Portfolio Management, Financial Risk, Real Estate, Banking, Credit, Due Diligence, Financial Services, Mortgage Banking, Credit Analysis, Residential Mortgages
Education
University of North Carolina at Chapel Hill 1985 — 1988
BS, Business Administration
Mattson Group, Inc. 2007 - Present
Marshall Business Credit 2002 - 2007
Wells Fargo Business Credit 1999 - 2002
Norwest Financial 1994 - 1999
Education
Saint John's University 1990 — 1994
Huntington National Bank June 2013 - Present
Bank of America May 2006 - June 2013
Gibraltar Financial Corporation August 1994 - March 2006
Norwest Financial February 1992 - July 1994
Skills
Commercial Lending
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.)
America's Money Source June 1998 - Present
Norwest Financial April 1989 - May 1997
Skills
Customer Service, Microsoft Excel, Banking, Risk Management, Strategic Planning, Project Management, Investments, Microsoft Word, Accounting, Mortgage Lending, Accounts Receivable, Credit Cards, Finance, Financial Modeling, Loans
Education
Rollins College 1983 — 1987
Honors Bachelor's degree, Economics
Wells Fargo Home Mortgage February 2013 - July 2014
DOT ENTERPRISES January 2001 - December 2012
First Franklin October 2000 - October 2007
Wells Fargo Home Mortgage October 1998 - October 2000
Home Savings of America 1993 - 1996
Norwest Financial 1990 - 1993
Skills
Staff Development, Mortgage Lending, Mortgage Banking, Loan Origination, Loans, Underwriting, Performance Reviews, Credit, Executive Management, Finance, New Business Development, Risk Management, Sales Management, Process Improvement, Credit Analysis, Investment Properties, REO, Leadership, Sales, Team Building, Management, CRM, Business Development, Training, Selling
Education
The University of Texas at Arlington - College of Business
BA, Finance
Husson University August 2015 - Present
RX-OPTION 2010 - Present
Bangor Savings Bank August 2009 - July 2015
Daiichi Sankyo March 2008 - August 2009
Option One Mortgage July 1997 - February 2008
Norwest Financial January 1996 - July 1997
Education
Purdue University 1988 — 1992
Liberal Arts, History
New Penn Financial, LLC May 2015 - Present
Taylor Freezer Of Conn Inc March 2012 - April 2015
Christ Chapel February 2010 - July 2012
Oak Tree Properties September 2007 - July 2012
SCME Mortgage Bankers July 2007 - September 2007
Option One Mortgage August 1996 - July 2007
Norwest Financial June 1993 - August 1996
Skills
Customer Service, Microsoft Offices, Leadership, Sales, Project Management, Microsoft Word, Marketing, PowerPoint, Public Speaking, Financial Analysis, Team Building
Education
Simmons College 1988 — 1992
First Federal Bank FSB August 2011 - Present
CapWest Mortgage July 2010 - August 2011
Capital One Home Loans January 2001 - June 2009
McGuire Mortgage/First Horizon December 1996 - December 2000
Norwest Financial June 1988 - April 1996
Skills
Operations Management, Training, Complaince, Sales, Management, Call Center, Financial Services, Mortgage Lending, Credit, Mortgage Banking, Sales Management, Loan Origination, Residential Mortgages, USDA, Refinance, VA loans, FHA, Leadership, CRM, Mortgage Underwriting, FHA financing, Credit Analysis, Insurance, Call Centers, Underwriting, Finance, Executive Management, Consumer Lending, New Business Development, Loss Mitigation, Loan Servicing, Reverse Mortgages, Relationship Management, Small Business Lending, Retail Banking, Risk Management, Home Equity Loans, Financial Analysis, Credit Risk, FHA Financing, VA Loans
Education
Stonier Graduate School of Banking 2013 — 2015
Pennsylvania State University 1983 — 1987
BS, Finance
Broderick & Associates serverMariah's 18181997 - 2000
Norwest Financial 1997 - 1999
Wells Fargo Financial 1997 - 1999
Olive Garden 1995 - 1996
Education
University of Arkansas School of Law, Fayetteville 2001 — 2004
Western Kentucky University 1993 — 1997
B.S., Economics and Psychology
Weichert, Realtors - Bridgeport Realty Partners September 2015 - Present
Nike August 2013 - March 2015
Nike May 2009 - July 2013
Nike June 2003 - May 2009
Nike April 2002 - June 2003
Nike May 2000 - April 2002
Norwest Financial January 2000 - April 2000
Oregon State University September 1999 - December 1999
Oak Creek Youth Correctional Facility June 1999 - August 1999
Oregon State University September 1997 - June 1999
Skills
Benchmarking, Order Fulfillment, Project Coordination, Transition Management, Process Improvement, SAP, Cross-functional..., Cross-cultural..., Project Management, Business Process..., Supply Chain Management, Management, Lean Manufacturing, Forecasting, Supply Chain, Operations Management, Retail, Business Process, Leadership, Sales, Cross-functional Team..., Strategy, Analysis, Customer Service, Business Analysis, Team Leadership, Business Process..., Strategic Planning, Microsoft Excel, Training, Program Management, Change Management, Account Management, Microsoft Office, Mentoring
Education
Oregon State University 1994 — 1999
B.S., Human Development & Family Sciences
American Family Insurance Agency April 2001 - Present
State Farm Insurance March 1988 - April 2001
Norwest Financial May 1986 - March 1988
Skills
Commercial Insurance, Legal Liability, Property & Casualty..., Insurance, Liability, Workers Compensation, Professional Liability, Health Insurance, Small Business, Long-term Care, Disability Insurance, Fixed Annuities, General Insurance, Claim, IRAs, D&O, Retirement Planning, ATV, Renters, Insurance Law
Education
Siena Heights University 1981 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Trenton Highschool 1977 — 1981
Forest Manor Multi-Service Center June 2015 - Present
Tindley Schools July 2013 - June 2015
Audiovox Accessories January 2007 - March 2011
Audiovox Electronics Corp January 2007 - March 2011
Audiovox Electronics January 1997 - March 2011
Thomson Inc August 2005 - January 2007
Thomson 2005 - 2007
Thomson Inc January 2003 - August 2005
Thomson Inc January 1997 - January 2003
Norwest Financial July 1994 - January 1997
Skills
Consumer Electronics, Product Marketing, Competitive Analysis, Product Management, Sales Management, Account Management, Sales Operations, Product Launch, Forecasting, New Business Development, Retail, Product Development
Education
Purdue University 1990 — 1994
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Purdue University - Krannert School of Management 1990 — 1994
Bachelor of Science (B.S.)
Purdue University
Bachelor of Science, Business Management
Allstate Insurance January 2008 - Present
Allstate Insurance September 2000 - January 2008
Allstate Insurance November 1995 - September 2000
Norwest Financial January 1993 - November 1995
Education
The Ohio State University - The Max M. Fisher College of Business 1988 — 1992
Finance
Vectra Bank Colorado April 2014 - Present
Vectra Bank Colorado December 2010 - April 2014
Key Bank October 2009 - November 2010
Wells Fargo December 2008 - February 2010
Curves January 2002 - October 2006
Arcadia/Citi Financial/Felco Auto Lease 1996 - 2000
Norwest Financial 1993 - 1995
Skills
Mortgage Banking, Loan Origination, Loans, FHA, Mortgage Lending, Underwriting, Banking, Finance, Credit, Small Business, Small Business Lending, Consumer Lending, Investment Properties, Home Equity Loans, Home Equity Lines of..., Referrals, Real Estate, Credit Analysis, Refinance, Commercial Lending, Lines Of Credit, Residential Mortgages, Construction Loans
Education
University of San Diego 1989 — 1993
Bachelor's degree, Business Administration
Fairview 1985 — 1989
Regions Bank August 2015 - Present
BBVA Compass 2013 - August 2015
BBVA Compass 2011 - 2013
BBVA Compass 2009 - 2011
BBVA Compass 2007 - 2009
Westernbank Business Credit (FKA Congress Credit Financial / A Business Unit of Wachovia Bank) February 2000 - March 2007
S & N Digital February 1999 - February 2000
Norwest Financial February 1996 - February 1999
Skills
Underwriting, Banking, Loans, Credit, Financial Analysis, Commercial Banking, Portfolio Management, Due Diligence, Risk Management, Credit Analysis, Asset Based Lending, Commercial Lending, Credit Risk, Small Business Lending, Auditing, Mortgage Lending, Finance, Treasury Management, Accounting, Financial Risk, Commercial Mortgages, Cash Management, Consumer Lending, Lines Of Credit, Loan Origination, Financial Structuring
Education
Universidad de Puerto Rico
BBA, Majors in Finance & Accounting
Colegio Nuestra Senora de Lourdes
High School
ADP Automatic Data Processing January 2012 - July 2013
Airco Energy October 2009 - August 2011
SLT Mortgage & Realty July 2006 - April 2009
HSBC Bank Corp June 2000 - July 2006
Norwest Financial December 1999 - May 2000
Skills
Sales Operations, Strategic Consulting, Sales, Start-ups, Sales Management, Training, Marketing, Management, Business Development, Cold Calling, Strategy, Budgets, Negotiation, Entrepreneurship, Human Resources, Salesforce.com, B2B
Education
The University of Southern Mississippi 1995 — 2000
Bachelor, Business Adminstration, Management Information System and Marketing Concentration
SunTrust Bank April 2013 - Present
Wells Fargo Banks N.A. October 2002 - April 2013
Florida Credit Union April 2000 - April 2002
Norwest Financial September 1997 - January 2000
Skills
NMLS Licensed, Strategic Planning, Sales Presentations, Business Performance..., Loans, Banking, Mortgage Lending, Portfolio Management, Credit, Commercial Banking
Education
University of Florida 1992 — 1996
B.S. Degree, Liberal Arts and Science
Miami Norland High
Pioneer Hi-Bred International Inc December 1993 - Present
Norwest Financial February 1991 - March 1992
Travel & Transport, Inc March 1988 - February 1991
Skills
Meeting Planning, Event Planning, Event Management, Marketing, Budgets, Customer Service, Contract Negotiation, Negotiation, Strategic Planning, Hospitality Industry, Hospitality Management, Resorts, Marketing Communications, Hotels, Hospitality, Management, Trade Shows, Public Relations, Organization, Community Engagement, Friendly Personality, Leadership, Time Management, Logistics, Training, Account Management
Education
Ballard
Ballard
University of Northern Iowa 1985 — 1987
Communications
Hawkeye Travel School 1987 — 1988
Diploma, Tourism and Travel Services
Graphic Communications SalesVertis Communications1992 - 1996
Norwest Financial 1986 - 1989
Skills
Advertising, Account Management, Email Marketing, Digital Printing, Direct Mail, B2B, Bindery, Cold Calling, Color Management, Customer Service, Direct Marketing, Direct Sales, Flexo, International Sales, Marketing, Marketing Strategy, Multi-channel Marketing, Negotiation, New Business Development, Offset Printing, Packaging, Paper Industry, Print Management, Sales, Sales Management, Strategic Planning, Sales Operations, Web-to-print, Variable Data Printing
Education
University of South Florida 1983 — 1986
Springfield College 1982 — 1983
Wilton High 1979 — 1982
Carrington Mortgage Services June 2013 - Present
Mid-Island Mortgage Corp. February 2009 - May 2013
Equifirst (Barclays) November 2006 - February 2009
New Century Mortgage August 2004 - November 2006
Member Services Center(MSC) September 2000 - August 2004
AAA Southern New England June 1998 - September 2000
Norwest Financial April 1996 - June 1998
Skills
FHA, Mortgage Banking, Negotiation, Loan Origination, Mortgage Lending, Sales Process, Sales Management, Sales, Banking, Credit, Credit Analysis, FHA financing, Investment Properties, Finance, Investments, Loans, Refinance, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Cold Calling, Commercial Mortgages, Mortgage Underwriting, Real Estate, Selling, USDA, Underwriting, VA loans, Leadership, Team Building, Management, Customer Service, VA Loans, Relationship Management, Marketing, Government Loans, New Business Development, FHA Financing, First Time Home Buyers, Financial Services, Credit Risk, Business Development, Residential Homes
Education
University of Miami - School of Business 1991 — 1995
Bachelor, Finance/Marketing
Northwest Funding Group, Inc November 2004 - Present
Northwest Funding Group October 2004 - Present
Norwest Financial 1993 - 1999
Skills
Mortgage Lending, Real Estate, Refinance, Loans, Credit, Mortgage Banking, FHA, Loan Origination, Investment Properties, Residential Mortgages, USDA, New Business Development, Marketing, Investments, VA loans, Real Estate Financing, FHA financing, Residential Homes, Finance, Funding, Property, FHA Financing, VA Loans
Education
University of Oregon 1989 — 1993
BS, Marketing and Management
University of Oregon 1988 — 1992
BS, Management
Texas Capital Bank February 2015 - Present
Credit Suisse January 2009 - January 2015
Credit Suisse November 2003 - December 2008
Credit Suisse May 1999 - November 2003
Paine Webber October 1995 - May 1999
Norwest Financial August 1992 - June 1995
MassMutual Financial Group August 1991 - August 1992
Skills
Client Relationship..., Risk Management, Credit Risk, Leadership, Collateral Management, Process Improvement, Project Coordination, Management, Finance, Capital Markets, Due Diligence, CRM, Portfolio Management, Credit, Financial Services, Sales, New Business Development, Mortgage Lending, Investment Banking, Cash Management, Loans, Prime Brokerage, Fixed Income, Operations Management, Analytics, Banking, Trading, Mergers & Acquisitions, Team Management, Analysis
Education
University of Richmond 1987 — 1991
BS, Finance/Marketing
Pace University - Lubin School of Business 1995 — 1997
MBA, Finance
Middletown HS South 1985 — 1987
Wells Fargo Home Mortgage December 2012 - Present
Ocwen Financial Solutions January 2009 - October 2012
Chase Home Finance February 1997 - April 2008
Norwest Financial 1986 - 1997
Skills
Credit, FHA, Financial Services, Foreclosures, Loans, Mortgage Banking, Mortgage Lending, Mortgage Marketing, Mortgage Underwriting, Residential Homes, Residential Mortgages, Short Sales, Mortgage Servicing, Loan Origination, Refinance, Banking
Education
Holy Cross High School New Orleans 1970 — 1976
University of New Orleans
Finance
The Bank of Jacksboro A Division of Comanche National Bank April 2013 - Present
First National Bank of Jacksboro February 2008 - March 2013
First State Bank of Mineral Wells March 2000 - February 2008
Norwest Financial May 1997 - March 2000
Skills
Negotiation, Leadership, Loans, Recruiting, Credit, Finance, Banking, Team Building, Commercial Lending, Risk Management, Financial Analysis, Small Business Lending, Nonprofits, Loan Origination, Consumer Lending, Mortgage Lending, Commercial Banking, Mortgage Banking, Credit Analysis, Retail Banking, Underwriting, Portfolio Management, Residential Mortgages, Refinance
Education
Tarleton State University 1995 — 1997
M.B.A., Management
Mineral Wells
Merchant Pro Express March 2015 - Present
ECSI (Educational Computer Systems, Inc.) March 2014 - March 2015
First Data Merchant Services August 2006 - February 2014
CTR Systems November 2004 - July 2006
ADP April 2000 - October 2004
CBC Companies 1997 - 2000
Norwest Financial 1996 - 1997
Skills
Salesforce.com, Cold Calling, Selling, Sales Operations, Direct Sales, Account Management, Sales Management, Strategy, Solution Selling, New Business Development, Business Development, B2B, Sales Presentations, Sales, CRM, Strategic Partnerships, Lead Generation, Sandler
Education
Robert Morris University 1993 — 1997
BS, Marketing
TXU Energy November 2009 - Present
First Data Corporation 2008 - 2009
NovaStar Mortgage 2003 - 2007
Franklin First Financial 2000 - 2003
Bank of America 1999 - 2000
Eagle Capital 1997 - 1999
Norwest Financial 1988 - 1997
Skills
Sales Management, New Business Development, Sales, Account Management, Direct Sales, Energy, Renewable Energy, Risk Management, Salesforce.com, Contract Negotiation, Process Improvement, Strategic Planning, Business Development, Natural Gas, Business Strategy, Leadership, Management
Education
The University of South Dakota 1980 — 1984
BS, Business Administration, Economics
One Source Risk Managment and Funding November 2009 - Present
Atradius November 1999 - November 2009
Atradius Credit Insurance 1999 - 2009
Atradius Credit Insurance 1999 - 2009
Norwest Financial June 1990 - January 1999
Skills
Risk Management, Underwriting, New Business Development, Credit, Insurance, Financial Risk, Brokers, Credit Risk, Credit Analysis, Commercial Insurance, Portfolio Management, Reinsurance, Financial Analysis, Banking, Claim, Property & Casualty..., Factoring, Finance, Relationship Management, Financial Services
Education
University of Missouri-Columbia 1985 — 1989
BSBA, Finance
Federated Investors October 2014 - Present
Federated Investors October 2004 - October 2014
Federated Investors July 2002 - October 2004
Federated Investors January 2001 - July 2002
Federated Investors October 1998 - January 2001
Norwest Financial December 1997 - October 1998
Skills
Financial Services, Process Improvement, Mutual Funds, Leadership, Relationship Management, Team Building, Credit, Coaching, Vendor Management, Business Development, Marketing Strategy, Project Management, Strategy, Product Management, Employee Training, SharePoint, Interwoven TeamSite, Analysis
Education
Robert Morris University 1993 — 1997
BSBA, Marketing
Castle & Cooke Mortgage, LLC March 2009 - Present
Residential Capital Mortgage Corp 2008 - 2009
Aspen Mortgage Corporation 2002 - 2008
Chase Home Finance 1999 - 2002
Norwest Mortgage 1993 - 1998
Norwest Financial 1986 - 1993
Skills
FHA, Mortgage Lending, Refinance, Mortgage, Mortgage Banking, VA, First Time Home Buyers, Conventional, Home, Investment Properties, Real Estate, Loans, Residential Mortgages, Mortgage Industry, Conforming, First Time Buyers, Investors, Loan Origination, FHA financing, VA loans, Real Estate Finance, Government Loans, Short Sales, Foreclosures, REO, Purchase, Real Estate Transactions, Move Up Buyers, Referrals, Real Property, Financial Structuring, Relocation, Sellers, Real Estate Financing, Certified Mortgage..., Brokerage, Loss Mitigation, Residential Homes, USDA, Non-Conforming, Mortgage Underwriting, Selling, Property, Real Estate Economics, Investments, Escrow, Banking, Credit Analysis, Commercial Lending, Vacation Homes
Education
University of Iowa - Henry B. Tippie College of Business 1981 — 1986
BS, Marketing
Anita High School
Medtronic Diabetes January 2015 - Present
Pfizer May 2002 - Present
Terminix International February 2001 - May 2002
Terminix International February 2000 - February 2001
Robert Half International February 1999 - September 2000
Norwest Financial May 1998 - February 1999
Skills
Cardiology, Gastroenterology, Pharmaceutical Sales, Sales, Urology, Coaching, Customer Service, Managed Care, Management, Product Launch, Rheumatology, Sales Effectiveness
Education
St. Joseph's College (IN) 1994 — 1998
Bachelor of Science, Major: Marketing Minor: Communications
Concordia Lutheran High School 1990 — 1994
Veritas Unum Management Services April 2015 - Present
Electric Mirror, LLC 2008 - 2015
Milgard Windows & Doors 2002 - 2008
Milgard Manufacturing Inc 2002 - 2008
Goodrich, Aviation Technical Services, Inc 1991 - 2002
Norwest Financial 1990 - 1991
Education
Principia College 1986 — 1990
BA, Business Admin / Economics
Community Service
Caine & Weiner May 2010 - Present
iQor June 2003 - January 2010
iQor September 1996 - June 2003
iQor May 1993 - September 1996
iQor June 1990 - May 1993
Norwest Financial June 1984 - June 1989
Skills
Microsoft Excel, Microsoft Word, Operations Management, Collections, New Hire Orientations, New Hire Training, Customer Service, Sales, HR Policies, Acct Mgmt, Contract Negotiation, Continuous Improvement, Business Strategy, Budget Process, Budget Reconciliation, Call Center, BPO
Education
University of North Texas 1982 — 1984
BA, Finance
Mercantil Commercebank N.A. September 2014 - Present
First Community Credit Union November 2007 - September 2014
Capital One 2005 - 2007
Hibernia National Bank 2003 - 2005
Bank One 2001 - 2003
National City Mortgage 2000 - 2001
Wells Fargo Home Mortgage 1994 - 2000
Norwest financial 1992 - 1994
university of New Orleans Real Estate Market Data Center 1988 - 1990
Skills
Credit Unions, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Loans, Banking, Credit Analysis, Commercial Banking, Loan Origination, Credit, Retail Banking, Cash Flow Lending, Relationship Management, Commercial Mortgages, SBA, Loan Servicing, Cross Selling, SBA 504, Commercial Real Estate, Real Estate Economics, Investment Properties, Commercial Finance, Government Loans, Real Estate
Education
CCIM Institute 2010 — 2012
Professional Designation, Commercial Investment Real Estate
Cues School of Business Lending 2008 — 2008
Certificate, Commercial Lending Training
American Institute of Banking 2007 — 2007
Certificate, Commercial Lending Training
Uptown Professional Real Estate School
General Appraisal Certification Training
University of New Orleans
Bachelor of Science (B.S.), Real Estate Finance
St Augustine high school 1982 — 1987
Prospect Mortgage, LLC June 2015 - Present
Bank of America Home Loans November 2008 - June 2015
Norwest Financial 1992 - 1995
Skills
Banking, Mortgage Lending, Credit, Loans, Credit Analysis, Mortgage Banking, Residential Mortgages
Education
University of Iowa 1988 — 1992
B.S, Finance
Florida Education Fund November 2000 - Present
PhotoActive Photography June 2005 - Present
Town & Country Hospital January 2011 - January 2012
Town & Country Hospital March 2004 - January 2012
Town & Country Hospital March 2004 - 2012
ASPA 2009 - 2010
Florida State Senate October 1996 - November 2000
Florida State Senate January 1996 - January 2000
Norwest Financial January 1995 - January 1996
Hillsborough Misdemeanor Division January 1994 - January 1995
Skills
Grants, Grant Writing, Fundraising, Public Speaking, Community Outreach, Conflict Resolution, Graduate Students, Graduate Recruitment, Higher Education, Public Relations, Public Administration, State Government, Program Evaluation, Policy Analysis, Public Policy, Volunteer Management, Program Development, Non-profits, Writing, Event Planning, Strategic Planning, Proposal Writing, Research, Program Management, Community Development, Training, Nonprofits, Press Releases, Photography, Digital Photography, Photoshop, Portrait Photography, Wedding Photography, Fashion Photography, Event Photography, Studio Photography, Commercial Photography, Government, Small Business, Management, Budgets, Project Planning, Legislative Relations, Economic Development, Policy, Project Management, Grassroots Organizing, Negotiation
Education
University of South Florida 2003 — 2009
Masters of Public Administration (MPA), Public Administration
University of South Florida 1989 — 1994
Bachelor of Arts, Political Science
WJ Bradley Mortgage Capital, LLC. August 2013 - Present
Wingspan Portfolio Advisors March 2013 - August 2013
Carlisle & Gallagher Consulting Group November 2011 - February 2013
PrimeLending December 2006 - November 2011
Policy Studies April 2006 - September 2006
Jefferson Mortgage Company September 2005 - April 2006
Aurora Financial Services, Inc. April 2002 - August 2005
Ameriquest Mortgage Company June 1998 - April 2002
Norwest Financial September 1989 - June 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Banking, Financial Analysis, Underwriting, FHA, Credit Analysis, Residential Mortgages, Real Estate Economics, Finance, Real Estate, Retail Banking, Project Management, Relationship Management, Insurance, Financial Risk, Foreclosures, REO, First Time Home Buyers, Short Sales, Risk Management, Referrals, Commercial Banking, Corporate Finance, Portfolio Management, Funding, Training, Loan Servicing, Management, Refinance, Real Estate Transactions, Team Building, Leadership, Financial Modeling, Cross Selling, Real Estate Financing, Commercial Lending, Investors, Investment Properties, Consumer Lending, Financial Structuring, Asset Managment, Sales, Financial Services, Credit Risk, Strategic Financial..., Due Diligence
Education
The University of Texas Health Science Center at San Antonio 1986 — 1988
Medicine
Stephen F. Austin State University 1982 — 1986
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies, 3.0 GPA
Wells High School 1978 — 1982
Diploma, General Studies, 3.7 GPA
BB&T August 2014 - Present
BB&T February 2014 - August 2014
BB&T January 2007 - February 2014
BB&T July 2000 - January 2007
GlaxoSmithKline 1997 - 2000
First Citizens Bank and Trust Company, Inc. 1993 - 1997
Norwest Financial 1991 - 1993
Dun and Bradstreet June 1989 - August 1990
Skills
Portfolio Management, Credit, Credit Analysis, Commercial Banking, Banking, Loans, Credit Risk, Retail Banking, Commercial Lending, Relationship Management, Small Business Lending, Cross Selling, Consumer Lending, Underwriting, Investments, Financial Risk, Mortgage Lending, Financial Services
Education
Wake Forest University-BB&T School of Banking 2008 — 2010
Banking, Corporate, Finance, and Securities Law
University of South Carolina - Darla Moore School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of South Carolina - Darla Moore School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Financial Management Services
University of South Carolina-Columbia 1985 — 1989
Bachelor of Science (BS), International Finance and Management
University of South Carolina - Darla Moore School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services
LegacyTexas April 2013 - Present
Check Automation Services June 2006 - November 2012
Federal Reserve Bank of Kansas City October 2005 - June 2006
Federal Reserve Bank of Kansas City 2003 - 2005
Federal Reserve Bank of Kansas City 2001 - 2003
Federal Reserve Bank of Kansas City October 1999 - January 2001
Norwest Financial May 1998 - August 1999
Skills
Risk Management, Banking, Business Analysis, Financial Risk, Project Portfolio..., PMP, Financial Analysis, Business Requirements, Process Improvement, Vendor Management, Financial Modeling, Project Management, Credit Risk, Requirements Analysis, Investment Banking, Governance, Finance
Education
University of Louisiana at Monroe 1994 — 1998
BBA, Finance
East West Bank January 2001 - Present
East West Bank 2001 - 2015
Norwest Financial March 1989 - December 2000
Bank of America July 1978 - February 1989
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Credit Risk, Retail Banking, Marketing, Consumer Lending, Portfolio Management, Lines Of Credit, Risk Management, Loan Origination, Financial Risk, Cash Management, Underwriting, Treasury Management, Finance, Branch Banking, Asset Based Lending, Commercial Mortgages, Cross Selling
Education
San Jose State University 1978 — 1980
AA, Business Managment
Gilroy High School 1974 — 1978
High Scholl Diploma
Urban Outfitters August 2008 - July 2011
ALLIED HOME MORTAGE CAPITAL CORP May 2006 - August 2007
FIRST HORIZON HOME LOAN CORP August 2004 - May 2006
BRIAN HENDERSON'S AUTO WORLD February 2003 - September 2003
TERRY CULLEN SOUTHLAKE CHEVROLET December 2001 - December 2002
TRANSOUTH FINANCIAL CO June 1998 - October 2001
Norwest Financial 1996 - 1998
Skills
AS400, Sterling Software, WMS, Excel, Windows, Word, Typing, Filing, Customer Service, Financial Analysis, Underwriting, Collections, Direct Sales, Training/Development, Microsoft Word, Sales, Microsoft Excel, Management
Education
University of Georgia - Terry College of Business
B.A, Business Administration - Real Estate
PNC Bank August 2012 - Present
PNC Bank March 2008 - August 2012
Norwest Financial 1998 - 2000
Norwest Financial 1998 - 2000
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Credit, Financial Analysis, Commercial Lending, Banking, Loans, Commercial Banking, Retail Banking, Mortgage Lending
Education
Penn State University 2001 — 2004
MBA, Finance
Villanova University 1993 — 1997
B.S., Bus. Admin/Marketing
FCA - North America May 2015 - Present
FCA Warren Truck March 2012 - Present
Chrysler May 1998 - Present
FCA - North America May 2014 - May 2015
Chrysler LLC Warren Truck July 2009 - March 2012
Chrysler St. Louis North January 1998 - January 2009
Chrysler January 2007 - January 2008
The First National Bank of the Mid-South January 1991 - January 1998
Norwest Financial January 1987 - January 1991
Odd Lot Trading Company January 1986 - August 1986
Skills
Vehicles, Powertrain, Automotive, Lean Manufacturing, Continuous Improvement, Toyota Production System, 5S, Manufacturing, FMEA, DFMEA, Kaizen, Root Cause Analysis, Kanban, Process Improvement, Manufacturing..., Manufacturing..., TPM, Preventive Maintenance, Welding, PPAP, JIT, Poka Yoke, SPC, Manufacturing Operations, APQP, ISO, DMAIC, Value Stream Mapping, Six Sigma, Industrial Engineering, Green Belt, TQM, Automotive Engineering, Quality Management, Supplier Quality, GD&T, Minitab, Process Engineering
Education
University of Missouri 1976 — 1980
B.A, Finance
University of Missouri-Columbia 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance
University of Missouri-Columbia 1976 — 1980
Bachelor of Science BA, Finance, General
University of Missouri-Columbia
Finance
M/I Financial Corp March 1996 - Present
AmeriCom Bank July 1993 - March 1996
Norwest Financial June 1991 - April 1993
Education
University of Findlay 1986 — 1990
BA, Business Administration/Marketing
Matrix Financial Solutions January 2005 - Present
Columbia Capital Mortgage Corp. August 1998 - January 2005
Northstar Development Group, LLC February 2002 - January 2003
Preferred Financial Funding, Inc May 1995 - July 1998
Norwest Financial June 1994 - April 1995
Skills
Series 7, 401k, Financial Services, Investments, Mutual Funds
Education
University of Northern Colorado 1990 — 1994
BS, Finance
National Purchasing Partners July 2012 - Present
Verizon Wireless 1991 - 2012
Norwest Financial 1990 - 1991
Combined Insurance 1989 - 1990
Skills
Customer Satisfaction, Customer Retention, Conflict Resolution, Customer Experience, Negotiation, Escalation, Account Management, Call Center, Customer Service, Analytical Skills, Microsoft Office, Telecommunication..., Data Entry, Fast Learner, Team-oriented, Team Building, Call Centers, Direct Sales, Leadership, Wireless
Education
Southern Oregon University 1984 — 1989
Bachelor of Science (B.S.), Marketing
Self-employed April 1996 - Present
Norwest Financial June 1987 - June 1992
Skills
Hotels, Hospitality Management
Education
Sterling College
Bachelor of Science, Home Economics/Business
Sprint September 1999 - Present
Crown Crafts, Inc. January 1998 - October 1999
Norwest Financial 1993 - 1996
Education
University of Central Florida 1996 — 1997
Master's degree, Accounting and Finance
University of Central Florida 1988 — 1992
Bachelor of Science-Business Administration, Finance, General
Nationwide Insurance 1990 - 2014
Norwest Financial February 1989 - March 1990
Skills
Property & Casualty..., Insurance, Commercial Insurance, Casualty, General Insurance, Liability, Claim, Underwriting, Commercial Lines, Legal Liability, Claims Management, Umbrella Insurance
Education
Penn State University 1983 — 1988
Bachelor's Degree, Finance, General