O'Donnell Financial Group

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O'Donnell Financial Group Employees

Employee
Years
Job
Industry
Bob Torcellini Bob Torcellini Campbell, California Details
Bob Torcellini's O'Donnell Financial Group Experience March 2013 - Present
Job Financial Professional at O'Donnell Financial Group
Industry Financial Services
Experience
O'Donnell Financial Group   March 2013 - Present
O'Donnell Financial Group   2013 - Present

Skills
Life Insurance, Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Wealth Management, IRAs, Strategic Financial..., Asset Allocation, Investments, Long Term Care Insurance

Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General

Michael Ginsberg, CFP, JD Michael Ginsberg, CFP, JD Walnut Creek, California Details
Michael Ginsberg, CFP, JD's O'Donnell Financial Group Experience April 2010 - August 2011
Job Certified Financial Planner offering Investment, Retirement & College Financial Aid and Admission Planning Services
Industry Financial Services
Experience
East Bay College Planning   August 2013 - Present
Financial Planning Office of Michael Ginsberg, JD, CFP(R)   August 2011 - Present
BNI-Diablo Networking Circle   2011 - Present
CASA of Contra Costa County   April 2013 - Present
O'Donnell Financial Group   April 2010 - August 2011
New England Financial  October 2008 - April 2010
Junior Achievement of Northern California  March 2001 - February 2009
The Mortgage Practice   March 2002 - April 2008
American Committee for Shaare Zedek   2006 - 2008

Skills
Retirement Planning, Financial Planning, Retirement, Long Term Care, Investments, Insurance, Wealth Management, Asset Management, Investment Advisory, Retirement Income..., Strategic Financial..., Term Life Insurance, Life Insurance, Financial Planners, Mutual Funds, Series 63, Finance, Series 7, Long-term Care, Mortgage Lending, Leadership

Education
Whittier Law School   1987 — 1990
JD, Law School

University of Southern California   1980 — 1983
BS, Business, Marketing Management

Leigh Ann Yebra Leigh Ann Yebra San Francisco Bay Area Details
Leigh Ann Yebra's O'Donnell Financial Group Experience January 2008 - August 2009
Job Real Estate Broker at Yebra Real Estate
Industry Real Estate
Experience
Yebra Real Estate   June 2013 - Present
Coldwell Banker Residential Brokerage  September 2009 - March 2011
The Petaluma Argus-Courier  October 2009 - November 2010
O'Donnell Financial Group   January 2008 - August 2009
Saxon Mortgage  June 2002 - March 2007
Appraisal Hub   October 2001 - June 2002
Nextel Communications  February 1998 - October 2001

Skills
Referrals, Buyers, Sellers, Real Estate, Townhomes, Single Family Homes, Buyer Representation, Listings, Relocation, Condos, New Home Sales, Move Up Buyers, Real Estate Transactions, Mortgage Lending, Investment Properties, Residential Homes, Sales, Refinance, Marketing, Negotiation, Luxury, First Time Home Buyers, Investors

Education
California State University-Sacramento   1992 — 1994
Bachelor's Degree, Psychology

Serena Croft Serena Croft San Francisco Bay Area Details
Serena Croft's O'Donnell Financial Group Experience May 2012 - Present
Job Highly Experienced Executive Assistant & Financial Business Professional
Industry Financial Services
Experience
O'Donnell Financial Group   May 2012 - Present
Pacific Life  December 2007 - July 2011
Flagship Planning Solutions   March 2002 - December 2007

Skills
Sales Operations, Life Insurance, Insurance, Sales, Marketing, Team Building, Investments, Financial Planning, Wealth Management, Executive..., Event Planning, Finance, Series 6, Small Business, Small Business Marketing, Small Business Online..., Small Business..., New Business Development, Business, Social Media Marketing, Online Marketing, Marketing Communications, Events Coordination, Executive Office..., Investor Relations, Investor Relations..., Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, CRM Databases, CRM, Marketing Automation, Online Marketing..., Email Marketing, HTML Emails, Email Newsletter Design, Mass Communication, Mass Mailing, Radio, Heavy Calendaring, Executive Calendar..., Calendar Planning, Logistics, Delegation, Task Management, Multi-task & Handle..., Customer Retention, Customer Service, Customer Satisfaction

Education
Metropolitan Community College   2005 — 2008
Associate's Degree, Financial Planning and Investments, 4.0

University of Nebraska at Omaha   1998 — 1999
Bachelor's Degree, Music

Robert N. Bradbury, CMB Robert N. Bradbury, CMB Sacramento, California Area Details
Robert N. Bradbury, CMB's O'Donnell Financial Group Experience June 2010 - April 2011
Job Certified Field Trainer, Solar, at ERSNationwide Inc.
Industry Financial Services
Experience
ERS Nationwide, Inc.   January 2015 - Present
One Trust Home Loans  September 2014 - January 2015
Peoples Banking Unusual   October 2012 - October 2013
Universal Protection Service  April 2011 - November 2012
O'Donnell Financial Group   June 2010 - April 2011
MSC Advantage, Div. of Guild Mortgage   July 2009 - January 2010
Wachovia Mortgage/ Wells Fargo Home Loans   September 2008 - July 2009
WaMu  August 2004 - June 2008
E-LOAN, Inc.   January 2000 - November 2003
Home Savings/ North American Mortgage   November 1996 - December 1999

Skills
Mortgage Lending, Mortgage, Banking, Loans, Loan Origination, Accounting, Financial Management, Call Center, Financial Software, Sales Management, Direct Sales, B2B, Accounting Applications, Sales, Management, Call Centers, Training, Investments, Mergers & Acquisitions, Mortgage Banking, Financial Services, Insurance, Managerial Finance, Real Estate, Credit Analysis, Risk Management, Finance, Customer Service, Loan Servicing, Referrals, Credit, Construction Loans, Residential Mortgages

Education
Southeast MO State Univ.
BS in Ed, Soc.Stud./History

Southern Illinois University, Edwardsville
MBA, Finance, 4.5 GPA on 5.0 scale

St. Louis Community College
AAS, Accounting

Webster University
MAT, History/Social Studies

Marie Elizabeth Powers, MBA Marie Elizabeth Powers, MBA Novato, California Details
Marie Elizabeth Powers, MBA's O'Donnell Financial Group Experience 2007 - 2010
Job
Industry Consumer Goods
Experience
Navitas Naturals  June 2015 - Present
GBS Financial Corporation   January 2011 - December 2013
O’Donnell Financial Group  2007 - 2010
Karen Neuburger   2005 - 2007

Skills
Customer Service, Excel, Microsoft Office, Customer Relations, Word, Operations Management, Microsoft Word, Leadership, Management, Project Management, Program Management, Microsoft Excel, Change Management, Business Development, Product Development, Marketing, Strategic Planning, Training, Event Management, Public Speaking, Teamwork, Social Media, Budgets, Marketing Strategy, Event Planning

Education
Dominican University of California   2002 — 2006
Master of Business Administration (MBA), Global Strategic Management

UC Davis   2000 — 2002
Bachelor of Arts (B.A.), Communications

College of Marin   1997 — 2000
Associate of Arts and Sciences (A.A.S.), Behavioral Sciences

Tara Martinelli Tara Martinelli Santa Rosa, California Details
Tara Martinelli's O'Donnell Financial Group Experience October 2008 - August 2010
Job Practice Administrator at Plastic Surgery Associates of Santa Rosa
Industry Hospital & Health Care
Experience
Plastic Surgery Associates of Santa Rosa   February 2015 - Present
Vineyard Dental Group   September 2010 - February 2015
O'Donnell Financial Group   October 2008 - August 2010
Investors Trust Mortgage  December 2006 - October 2008
Santa Rosa Oral Surgery   August 1998 - September 2004
Parry Healthcare Associates   June 1999 - November 2003

Skills
Practice Management, Credentialing, Healthcare Management, Patient Satisfaction, Budgeting, Customer Relations, Negotiation, Strategic Planning, Healthcare, Problem Solving, Medical Billing, Microsoft Office, Customer Service, New Business Development, Public Relations, Business Strategy, Budgets, Social Networking, Marketing, Event Management, Coaching, Real Estate, Sales Management, Account Management, Contract Negotiation, Public Speaking, Insurance, Small Business, Selling, Medicine, Social Media Marketing, Leadership, Time Management, Social Media, Grant Writing, Training, Wellness, Dentistry, Leadership Development, Fundraising, Nonprofits, Recruiting, CPOE, Policy, Microsoft Excel, Administration, Organizational..., Medical Group Management, Team Leadership, Program Management

Education
Saint Joseph's University   2013 — 2015
Master's Degree, Healthcare Administration, Ethics, 3.95

Western International University   2010 — 2013
Bachelor of Science, Business Administration, Management and Communication

Santa Rosa Junior College   1995 — 1997
Associate of Science (AS), Health Services Administration

Greg ODonnell Greg ODonnell San Francisco Bay Area Details
Greg ODonnell's O'Donnell Financial Group Experience January 1987 - Present
Job Owner, ODonnell Financial Group
Industry Financial Services
Experience
ODonnell Financial Group  January 1987 - Present
KSFO / KGO   2008 - Present
ODonnell Financial Group  1987 - Present
Circle Bank  April 2011 - December 2012
Residential Mortgage Capital  1998 - 2007

Skills
Investment Properties, Finance, Real Estate, Strategic Financial..., Investments, Mortgage Lending, Strategy, Portfolio Management, Banking, Wealth Management, Estate Planning, FHA, Real Estate Transactions, Sales, Retirement, Credit, Loans, Real Estate Financing, Investment Strategies, Wealth, Selling, Financial Advisory, Tax, Refinance, Retirement Planning, Social Media, Marketing, First Time Home Buyers, New Business Development, Customer Service, Life Insurance, Investors, IRAs, Microsoft Office, Underwriting

Education
University of California, Berkeley

Marin Catholic High School   1977 — 1981
High School

Justin Timpano Justin Timpano Midlothian, Virginia Details
Justin Timpano's O'Donnell Financial Group Experience June 2011 - August 2011
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
O'donnell Financial Group   June 2011 - August 2011

Education
Longwood University   2008 — 2012
BS