Omni Brokerage
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Omni Brokerage Employees
Employee
Years
Job
Industry
Brandon Bussey Brandon Bussey's Omni Brokerage Experience March 2007 - June 2008
Job Finance Manager at Amazon
Industry Computer Software
Experience
Amazon April 2014 - Present
Amazon December 2012 - March 2014
Concur Technologies June 2009 - November 2012
Washington Mutual July 2008 - February 2009
Omni Brokerage March 2007 - June 2008
Puget Sound Energy May 2006 - August 2006
Washington Mutual June 2005 - August 2005
Skills
Variance Analysis, General Ledger, Financial Analysis, Financial Modeling, Presentation Development, Strategy Development, Strategic Analysis, Process Improvement, Revenue Analysis, Revenue Forecasting, Cost Planning, Microsoft Excel, SaaS, Cloud Computing, Resource Management, MBA, Strategy, Analysis, Account Reconciliation, Forecasting, Finance
Education
Seattle University 2010 — 2012
Masters, Business Administration
Brigham Young University 2005 — 2008
BS, Finance
Arizona State University 2001 — 2002
BS, Business
Amazon April 2014 - Present
Amazon December 2012 - March 2014
Concur Technologies June 2009 - November 2012
Washington Mutual July 2008 - February 2009
Omni Brokerage March 2007 - June 2008
Puget Sound Energy May 2006 - August 2006
Washington Mutual June 2005 - August 2005
Skills
Variance Analysis, General Ledger, Financial Analysis, Financial Modeling, Presentation Development, Strategy Development, Strategic Analysis, Process Improvement, Revenue Analysis, Revenue Forecasting, Cost Planning, Microsoft Excel, SaaS, Cloud Computing, Resource Management, MBA, Strategy, Analysis, Account Reconciliation, Forecasting, Finance
Education
Seattle University 2010 — 2012
Masters, Business Administration
Brigham Young University 2005 — 2008
BS, Finance
Arizona State University 2001 — 2002
BS, Business
Ben Sycamore Ben Sycamore's Omni Brokerage Experience May 2007 - August 2007
Job Sr. Business Intelligence Engineer at LDS Church
Industry Information Technology and Services
Experience
LDS Church November 2014 - Present
Alliance Health, LLC May 2014 - November 2014
Alliance Health, LLC June 2013 - May 2014
EMC November 2008 - June 2013
OMNI Brokerage May 2007 - August 2007
Skills
Data Warehousing, Microsoft SQL Server, Database Design, Kimball Methodology, MS Integration Services, SQL, Microsoft Excel, OLAP Cubes, MS Reporting Services, SSAS 2008, Cubes, Salesforce.com, Data Mining, ETL, SSRS, Business Intelligence, Analytics, Dashboard, Analysis Services
Education
Boston University 2012 — 2013
Master's degree, Management Information Systems and Services
Brigham Young University 2003 — 2009
BS, Finance
LDS Church November 2014 - Present
Alliance Health, LLC May 2014 - November 2014
Alliance Health, LLC June 2013 - May 2014
EMC November 2008 - June 2013
OMNI Brokerage May 2007 - August 2007
Skills
Data Warehousing, Microsoft SQL Server, Database Design, Kimball Methodology, MS Integration Services, SQL, Microsoft Excel, OLAP Cubes, MS Reporting Services, SSAS 2008, Cubes, Salesforce.com, Data Mining, ETL, SSRS, Business Intelligence, Analytics, Dashboard, Analysis Services
Education
Boston University 2012 — 2013
Master's degree, Management Information Systems and Services
Brigham Young University 2003 — 2009
BS, Finance
bob muldoon bob muldoon's Omni Brokerage Experience 2007 - 2009
Job Regional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Ron Raitz Ron Raitz's Omni Brokerage Experience 2003 - 2008
Job President, Atlanta Deferred Exchange
Industry Real Estate
Experience
Atlanta Deferred Exchange, Inc. (ADE) January 2009 - Present
Lighthouse Capital Group, LLC (Member FINRA/SIPC) June 2014 - Present
Raitz Properties, Inc. September 1992 - Present
SANDLAPPER Securities, LLC (Member FINRA/SIPC) September 2011 - June 2013
OMNI Brokerage 2003 - 2008
Real Estate Exchange Services, Inc. 1993 - 2008
Skills
Real Estate Transactions, Foreclosures, Real Estate, 1031 Exchanges, Investments, Investment Properties, Sellers, Disposition, Brokerage, Investors, Valuation, Due Diligence, Customer Service, Commercial Real Estate, Real Estate Development, Property Management, Asset Management, Funding, Location Intelligence, Loans, Property, Land Acquisition
Education
Rochester Institute of Technology 1977 — 1980
BS Photographic Science, Liberal Arts
Newbold College - Berkshire, England 1976 — 1976
Atlanta Deferred Exchange, Inc. (ADE) January 2009 - Present
Lighthouse Capital Group, LLC (Member FINRA/SIPC) June 2014 - Present
Raitz Properties, Inc. September 1992 - Present
SANDLAPPER Securities, LLC (Member FINRA/SIPC) September 2011 - June 2013
OMNI Brokerage 2003 - 2008
Real Estate Exchange Services, Inc. 1993 - 2008
Skills
Real Estate Transactions, Foreclosures, Real Estate, 1031 Exchanges, Investments, Investment Properties, Sellers, Disposition, Brokerage, Investors, Valuation, Due Diligence, Customer Service, Commercial Real Estate, Real Estate Development, Property Management, Asset Management, Funding, Location Intelligence, Loans, Property, Land Acquisition
Education
Rochester Institute of Technology 1977 — 1980
BS Photographic Science, Liberal Arts
Newbold College - Berkshire, England 1976 — 1976
Stefanie Sorensen Stefanie Sorensen's Omni Brokerage Experience June 2006 - October 2007
Job Events Manager at CaptionCall
Industry Individual & Family Services
Experience
CaptionCall March 2008 - Present
Omni Brokerage June 2006 - October 2007
US Conference of Mayors January 2006 - May 2006
Skills
Organization, Marketing Communications, Salesforce Training, Event Planning, Marketing Event Planning, Marketing Budget..., Writing, Flexibility, Conflict Resolution, Strategic Thinking, Corporate Branding, Contract Negotiation, Employee Training, Interdepartmental..., Direct Sales, Sales Presentations, Budgets, Editing, Publishing, Trade Shows, Brand Awareness, Coordinating Events, Direct Mail, Marketing, Nonprofits, Public Relations, Sales, Social Networking, Relationship Marketing, Customer Service
Education
University of Utah 2004 — 2005
Bachelor of Science (B.S.), Mass Communications with an emphasis in Public Relations
Salt Lake Community College 2003 — 2004
Associate of Science (A.S.), General Studies
CaptionCall March 2008 - Present
Omni Brokerage June 2006 - October 2007
US Conference of Mayors January 2006 - May 2006
Skills
Organization, Marketing Communications, Salesforce Training, Event Planning, Marketing Event Planning, Marketing Budget..., Writing, Flexibility, Conflict Resolution, Strategic Thinking, Corporate Branding, Contract Negotiation, Employee Training, Interdepartmental..., Direct Sales, Sales Presentations, Budgets, Editing, Publishing, Trade Shows, Brand Awareness, Coordinating Events, Direct Mail, Marketing, Nonprofits, Public Relations, Sales, Social Networking, Relationship Marketing, Customer Service
Education
University of Utah 2004 — 2005
Bachelor of Science (B.S.), Mass Communications with an emphasis in Public Relations
Salt Lake Community College 2003 — 2004
Associate of Science (A.S.), General Studies
John Temple John Temple's Omni Brokerage Experience 2001 - 2009
Job Director Capital Markets
Industry Marketing and Advertising
Experience
American Gas & Technology April 2014 - Present
CapitalLink360 May 2012 - April 2014
1031PropertyWatch January 2001 - April 2014
Unison Partners Inc. March 2009 - December 2010
OMNI Brokerage 2001 - 2009
Temple Securities Inc. January 1990 - 2000
A.G. Edwards & Sons, Inc. August 1982 - December 1999
Double D Realty June 1976 - December 1980
Skills
Asset Managment, Web Content Management, Investments, Real Estate, Asset Management, Investment Strategies, Portfolio Management, Securities, Private Equity, Loans, Entrepreneurship, Alternative Investments, Venture Capital, Strategic Financial..., Commercial Real Estate, Investors, Financial Advisory, Marketing, Investment Advisory, Sales, Real Estate Development, Investment Properties, Finance, Due Diligence, Series 7, Management, Brokerage, Estate Planning, Real Estate Economics, Retirement Planning, Mutual Funds, Foreclosures, Real Estate Transactions, Real Estate Financing, Wealth Management, Disposition, Property, Financial Services, Mergers & Acquisitions, Series 63, IRAs
Education
University of Oregon 1978 — 1980
BS, Finance
American Gas & Technology April 2014 - Present
CapitalLink360 May 2012 - April 2014
1031PropertyWatch January 2001 - April 2014
Unison Partners Inc. March 2009 - December 2010
OMNI Brokerage 2001 - 2009
Temple Securities Inc. January 1990 - 2000
A.G. Edwards & Sons, Inc. August 1982 - December 1999
Double D Realty June 1976 - December 1980
Skills
Asset Managment, Web Content Management, Investments, Real Estate, Asset Management, Investment Strategies, Portfolio Management, Securities, Private Equity, Loans, Entrepreneurship, Alternative Investments, Venture Capital, Strategic Financial..., Commercial Real Estate, Investors, Financial Advisory, Marketing, Investment Advisory, Sales, Real Estate Development, Investment Properties, Finance, Due Diligence, Series 7, Management, Brokerage, Estate Planning, Real Estate Economics, Retirement Planning, Mutual Funds, Foreclosures, Real Estate Transactions, Real Estate Financing, Wealth Management, Disposition, Property, Financial Services, Mergers & Acquisitions, Series 63, IRAs
Education
University of Oregon 1978 — 1980
BS, Finance
Philip Vinceri Philip Vinceri's Omni Brokerage Experience April 2008 - May 2009
Job Regional Sales Director / Major Account
Industry Financial Services
Experience
RR Financial Services May 2010 - Present
Konica Minolta Dealer October 2013 - September 2015
Konica Minolta Dealer May 2009 - September 2015
OMNI Brokerage April 2008 - May 2009
IOTEC (Integrated Office Technology) December 2006 - May 2008
IOTEC (Integrated Office Technology) April 2004 - December 2006
Skills
Direct Sales, New Business Development, Account Management, B2B, Sales, Sales Management, Management, Managed Print Services, Sales Process, Team Building, Sales Operations, Leadership, Strategy, Document Management, Team Leadership, Presentation Skills, Technical Consultation, Salesforce.com, Solution Selling, IT Service Management, Finance, Sales Presentations, Team Management, Investments, Business Analysis, Financial Analysis, Cost Reduction
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Bachelor of Science (B.S.), Pre-Law Studies / Animal Science
RR Financial Services May 2010 - Present
Konica Minolta Dealer October 2013 - September 2015
Konica Minolta Dealer May 2009 - September 2015
OMNI Brokerage April 2008 - May 2009
IOTEC (Integrated Office Technology) December 2006 - May 2008
IOTEC (Integrated Office Technology) April 2004 - December 2006
Skills
Direct Sales, New Business Development, Account Management, B2B, Sales, Sales Management, Management, Managed Print Services, Sales Process, Team Building, Sales Operations, Leadership, Strategy, Document Management, Team Leadership, Presentation Skills, Technical Consultation, Salesforce.com, Solution Selling, IT Service Management, Finance, Sales Presentations, Team Management, Investments, Business Analysis, Financial Analysis, Cost Reduction
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Bachelor of Science (B.S.), Pre-Law Studies / Animal Science
Roger Stubbs Roger Stubbs's Omni Brokerage Experience 2005 - 2006
Job Case Manager at Wasatch Mental Health
Industry Mental Health Care
Experience
Wasatch Mental Health May 2009 - Present
OMNI Brokerage 2005 - 2006
Tahitian Noni International 1999 - 2005
Skills
Behavior Management, Social Work, Social Services, Group Work, Data Entry, Legal Compliance, People Skills, Advising People, Case Management, Training, Community Outreach, Customer Service, Psychology, Crisis Intervention
Education
Utah Valley University 1999 — 2006
Bachelor of Science (BS), Psychology
Snow College 1995 — 1996
General Ed, Psychology
Delta High school 1990 — 1995
Wasatch Mental Health May 2009 - Present
OMNI Brokerage 2005 - 2006
Tahitian Noni International 1999 - 2005
Skills
Behavior Management, Social Work, Social Services, Group Work, Data Entry, Legal Compliance, People Skills, Advising People, Case Management, Training, Community Outreach, Customer Service, Psychology, Crisis Intervention
Education
Utah Valley University 1999 — 2006
Bachelor of Science (BS), Psychology
Snow College 1995 — 1996
General Ed, Psychology
Delta High school 1990 — 1995
Ryan Schlappi's Omni Brokerage Experience September 2007 - May 2008
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - December 2013
J.P. Morgan July 2008 - July 2011
OMNI Brokerage September 2007 - May 2008
Novell May 2007 - December 2007
Global Financial Advisors January 2007 - April 2007
Skills
Investments, Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Fixed Income
Education
Brigham Young University 2005 — 2008
Financial Services, Finance
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - December 2013
J.P. Morgan July 2008 - July 2011
OMNI Brokerage September 2007 - May 2008
Novell May 2007 - December 2007
Global Financial Advisors January 2007 - April 2007
Skills
Investments, Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Fixed Income
Education
Brigham Young University 2005 — 2008
Financial Services, Finance
Brady Flamm's Omni Brokerage Experience September 2008 - January 2009
Job Director of Business Development at Magnum Energy
Industry Oil & Energy
Experience
Magnum Energy February 2009 - Present
Omni Brokerage September 2008 - January 2009
Omni Brokerage January 2005 - August 2007
Alta Capital Management September 2004 - January 2005
Merrill Lynch December 2003 - August 2004
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis
Education
University of Oxford - Said Business School 2007 — 2008
MBA
University of Utah 2002 — 2004
BBS, Finance
University of Utah - David Eccles School of Business 2002 — 2004
Bachelor of Science, Finance
Magnum Energy February 2009 - Present
Omni Brokerage September 2008 - January 2009
Omni Brokerage January 2005 - August 2007
Alta Capital Management September 2004 - January 2005
Merrill Lynch December 2003 - August 2004
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis
Education
University of Oxford - Said Business School 2007 — 2008
MBA
University of Utah 2002 — 2004
BBS, Finance
University of Utah - David Eccles School of Business 2002 — 2004
Bachelor of Science, Finance
Jamie Atkin's Omni Brokerage Experience September 2003 - December 2006
Job Mom extraordinaire
Industry Human Resources
Experience
Atkin Family December 2006 - Present
OMNI Brokerage September 2003 - December 2006
C.R. England September 2002 - September 2003
Education
Brigham Young University 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Utah 1995 — 1999
Bachelor of Science (BS), Accounting
Atkin Family December 2006 - Present
OMNI Brokerage September 2003 - December 2006
C.R. England September 2002 - September 2003
Education
Brigham Young University 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Utah 1995 — 1999
Bachelor of Science (BS), Accounting