Open Finance Network

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Open Finance Network Employees

Employee
Years
Job
Industry
Deirdre Bachman Haggmark Deirdre Bachman Haggmark Cincinnati Area Details
Deirdre Bachman Haggmark's Open Finance Network Experience November 2006 - February 2009
Job IT Director, Database Operations at SolarCity
Industry Information Technology and Services
Experience
SolarCity  January 2014 - Present
SendMe, Inc.   December 2011 - February 2014
eDiets.com  November 2011 - May 2013
eDiets.com  May 2010 - November 2011
NextWeb Media  March 2009 - May 2010
Open Finance Network   November 2006 - February 2009
The Answer Group (TAG)   July 2004 - November 2006

Skills
Business Analysis, Replication, Business Intelligence, Data Migration, T-SQL, Microsoft SQL Server, SSRS, MySQL, SQL, E-commerce, Cloud Computing, Databases, Database Administration, Servers, HTML, AJAX, Web Services, Performance Tuning, Project Management, Agile Methodologies, Linux, Software Development, Visio, SDLC, Scrum, PostgreSQL, Chef, Amazon SQS, Perl, Database Design, SQL Tuning, Windows Server

Education
Florida Atlantic University   2005 — 2008
Computer Engineering

Michael Brady Michael Brady Greensboro/Winston-Salem, North Carolina Area Details
Michael Brady's Open Finance Network Experience October 2007 - June 2009
Job
Industry Retail
Experience
SHOP.COM Market America   June 2009 - Present
Open Finance Network   October 2007 - June 2009
LendingTree, LLC  March 2004 - July 2007
HomeSpace, Inc.   1999 - 2000
XXCAL, Inc.   1990 - 1997
XXCAL Testing Laboratories   1990 - 1997

Skills
Cloud Computing, SDLC, Security, Networking, IT Strategy, Process Improvement, Software Development, Agile Methodologies, VMware, Strategic Planning, JavaScript, Management, Microsoft SQL Server, E-commerce, Business Intelligence, SEO, CRM, Databases, Web Development, Leadership, Project Management, Training, Disaster Recovery, Vendor Management, PMO, Strategy, Windows Server, Servers, Start-ups, Customer Service, Budgets, Project Planning, Information Technology, Data Warehousing, Analytics, IIS, IT Operations, Access, Integration, IT Management

Education
Arizona State University   1981 — 1985
BA

Greg Negron Greg Negron Charlotte, North Carolina Area Details
Greg Negron's Open Finance Network Experience December 2007 - July 2009
Job Client Lead and Wealth Management Practice Leader at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group  November 2013 - Present
Ernst & Young  January 2011 - November 2013
Wells Fargo Wealth Management  July 2009 - December 2010
Open Finance Network   December 2007 - July 2009
Smith Barney  July 1993 - March 2006

Skills
Financial Analysis, Asset Managment, Wealth Management, Finance, Asset Management, Business Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Risk Management, Equities, Investments, Financial Advisory, Mutual Funds, Fixed Income, Strategic Financial..., Due Diligence, Project Management, Financial Services, Financial Planning

Education
Marist College   2006 — 2010
MBA, Business Administration, Management and Operations

State University of New York at New Paltz   1990 — 1993
BS, Accounting

Ken Warner Ken Warner New York, New York Details
Ken Warner's Open Finance Network Experience March 2008 - February 2009
Job Director of Engineering at Kaplan Test Prep
Industry Education Management
Experience
Kaplan Test Prep  May 2015 - Present
Kaplan Test Prep  July 2014 - May 2015
Kaplan Test Prep  August 2012 - July 2014
Morehead Associates  May 2010 - July 2012
VectorVest, Inc.   May 2009 - May 2010
Open Finance Network   March 2008 - February 2009
Critical Point Group   September 2007 - March 2008
Nebraska Book Company  August 2001 - August 2007
North Carolina State University, Computer Science Department   2003 - 2004

Skills
C#, HTML, CSS, JavaScript, jQuery, AJAX, ASP.NET, ASP.NET MVC, WPF, Silverlight, Microsoft SQL Server, MySQL, Entity Framework, ADO.NET, NHibernate, Dapper, IIS, Apache, PHP, perl, python, TDD, Moq, WCF, MVVM, MVC, TFS, Tortoise SVN, Git, Mercurial, TeamCity, NAnt, Powershell, Orchard, Wordpress, Joomla, Lucene, Solr

Education
North Carolina State University   2000 — 2004
BS, Computer Science

Julien Mordecai Julien Mordecai Norfolk, Virginia Area Details
Julien Mordecai's Open Finance Network Experience April 2008 - March 2009
Job Principal/Consultant at Allbackoffice Consulting, LLC
Industry Financial Services
Experience
AllBackoffice Consulting, LLC  March 2009 - Present
Open Finance Network   April 2008 - March 2009
Etelligent Consulting Inc.   2003 - 2008
EAInvest   2003 - 2004
Schwab Performance Technologies  1995 - 2001

Skills
Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Outsourcing, Financial Services, Asset Management, Business Analysis, Asset Managment, Investments, Sales, Relationship Management, 401k, Alternative Investments, Investment Advisory, Financial Planning, Retirement

Education
North Carolina State University   1987 — 1992
BA, Business Management

North Carolina State University   1987 — 1991
BA, Spanish Language and Literature

Sam Kirkland, CFA®, CAIA® Sam Kirkland, CFA®, CAIA® San Francisco Bay Area Details
Sam Kirkland, CFA®, CAIA®'s Open Finance Network Experience May 2003 - August 2009
Job Research Director at Wells Fargo Investment Institute
Industry Financial Services
Experience
Wells Fargo Investment Institute   November 2014 - Present
Wells Fargo  October 2013 - November 2014
Wells Fargo  July 2010 - October 2013
Open Finance Network   May 2003 - August 2009
UNC Charlotte  2005 - June 2009

Skills
Investments, Portfolio Management, Financial Analysis, Mutual Funds, Fixed Income, Asset Managment, Equities, Securities, Alternative Investments, Banking, Derivatives, Bloomberg, Risk Management, Investment Management, CAIA, Chartered Financial..., Asset Management, Bonds, Capital Markets, Corporate Finance, Credit Analysis, Due Diligence, FINRA, Financial Advisory, Financial Services, Trading, Retirement Planning, Wealth Management

Education
University of North Carolina at Charlotte - Belk College of Business   2000 — 2003
MBA, Finance / Investments

Jeremy Barrio Jeremy Barrio Fort Lauderdale, Florida Details
Jeremy Barrio's Open Finance Network Experience 2006 - 2009
Job Database Administrator at Kaplan
Industry Education Management
Experience
Kaplan  May 2012 - Present
Kaplan University  May 2009 - May 2012
Open Finance Network   2006 - 2009

Skills
SQL Server, SQL Tuning, T-SQL, SSIS, Crystal Reports, Microsoft Technologies, Spanish, C, C++, C#, Java, .NET, CampusVue, Databases, Microsoft SQL Server, Database Design, SQL, VB.NET, Business Intelligence

Education
Florida Atlantic University   2003 — 2008
Bachelor of Science, Computer Engineering

Florida Atlantic University   2003 — 2008
Bachelor of Science, Computer Science

Linda Bready Linda Bready Charlotte, North Carolina Area Details
Linda Bready's Open Finance Network Experience March 2008 - March 2010
Job Senior VP at Envestnet
Industry Financial Services
Experience
Envestnet Asset Management  April 2010 - Present
B-Ready Outsourcing Solutions, Inc.   1999 - Present
Open Finance Network   March 2008 - March 2010

Skills
Wealth Management, Portfolio Management, Investment Advisory, Investments, Mutual Funds, Equities, Series 63, Asset Allocation, Asset Management, Securities, Financial Advisory, Series 7, Retirement Planning, Relationship Management, Financial Services, Investment Management, Investment Strategies, Alternative Investments, 401k, Asset Managment, Business Analysis, Fixed Income, Financial Planners, Bloomberg, Strategic Financial..., Hedge Funds, ETFs, Trading

Education
Northwestern University

San Diego State University-California State University

Vic Esclamado Vic Esclamado Dallas, Texas Details
Vic Esclamado's Open Finance Network Experience June 2007 - January 2010
Job Managing Director, DeVoe & Company, Business Strategy, M&A, Succession & Partner Additions, Valuations
Industry Financial Services
Experience
DeVoe & Company   September 2015 - Present
Encore Financial Advisors   September 2014 - May 2015
True North Advisors  July 2009 - September 2014
Open Finance Network   June 2007 - January 2010
Altamira Incentive Solutions   January 2006 - December 2007
Bank of America  January 2001 - March 2006
Intuit  1995 - 2000

Skills
Strategy, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Financial Services, Executive Management, Entrepreneurship, Leadership, Mergers, Financial Analysis, Risk Management, New Business Development, Product Development, Financial Advisory, Asset Management, Product Management, Due Diligence, Private Equity, Mutual Funds, Investment Advisory, Outsourcing, Wealth Management, Finance, Team Building, Business Process, Coaching, Small Business, Alternative Investments, Start-ups

Education
Stanford University Graduate School of Business   1980 — 1982
MBA, Entrepreneurship

Yale University   1972 — 1976
BA, Pre-medical studies

Philip Tester Philip Tester Durham, North Carolina Details
Philip Tester's Open Finance Network Experience 2008 - 2009
Job Solutions Architect at CloudFactory
Industry Information Technology and Services
Experience
CloudFactory   January 2015 - Present
TIAA-CREF  April 2014 - January 2015
SunGard Consulting Services  August 2009 - April 2014
Open Finance Network   2008 - 2009
Open Finance Network   2008 - 2008
Vanguard  2005 - 2008

Skills
Business Analysis, Project Management, SDLC, Scrum, Testing, Data Analysis, Financial Analysis, Business Requirements, Change Management, Software Development, Consulting, Analytics, Budgets, SQL

Education
Appalachian State University
Bachelor of Science (BS), Finance

Charles Nicolai Charles Nicolai Fort Lauderdale, Florida Details
Charles Nicolai's Open Finance Network Experience March 2008 - November 2008
Job Data professional
Industry Computer Software
Experience
Qology Direct  June 2012 - May 2015
AOD Software - Answers On Demand  March 2009 - June 2012
Open Finance Network   March 2008 - November 2008
eDiets.com  August 2004 - March 2008
Hollywood Media Corp.  July 2000 - May 2004
DBT Online Inc.   August 1999 - June 2000

Skills
Microsoft SQL Server, XML, CenterView, Databases, SQL, .NET, Integration

Education
Florida Atlantic University
B.Sc., Computer Science

Broward Community College
A.A., Architecture

Ryan McMahon Ryan McMahon Charlotte, North Carolina Area Details
Ryan McMahon's Open Finance Network Experience January 2008 - September 2008
Job Sales Manager at North American Senior Benefits
Industry Real Estate
Experience
Media Marketing Group   2012 - 2013
Premier Capital Investment Group   June 2009 - September 2010
BlackThorn Group   September 2008 - September 2010
Nouveau Riche University  January 2009 - May 2009
Open Finance Network   January 2008 - September 2008
Nouveau Riche University  2008 - 2008
Open Finance Network   March 2006 - December 2007
Open Finance Network   April 2005 - December 2007

Skills
Real Estate, Portfolio Management, Investments, Entrepreneurship, Strategy, Management, Microsoft Office, Sales, Customer Service, Business Development, Business Analysis, Strategic Planning, Sales Operations, Asset Managment, CRM, Real Estate Economics, Investment Properties, Financial Analysis, Risk Management, Banking, Finance, Analysis, Mergers & Acquisitions, Financial Modeling, Business Strategy, Start-ups, Alternative Investments, Strategic Financial..., Asset Management

Education
University of North Carolina at Charlotte - Belk College of Business   2002 — 2005
BS, Economics and Finance

Bruce Buttles Bruce Buttles Charlotte, North Carolina Area Details
Bruce Buttles's Open Finance Network Experience August 2002 - April 2006
Job COO & Cofounder at NEED POINT, Inc
Industry Nonprofit Organization Management
Experience
NEED POINT, Inc   August 2015 - Present
TIAA-CREF  April 2011 - June 2015
TIAA-CREF  April 2008 - April 2011
TIAA-CREF  April 2006 - April 2008
Open Finance Network   August 2002 - April 2006
Compuware and Stonebridge Technologies   September 1997 - August 2002
World Color New Media  October 1995 - September 1997
Reflectone  September 1989 - January 1995
USAF  November 1984 - April 1988

Skills
Online Marketing, SOA, Java, Web Architecture, Portals, Mobile, Digital Strategy, Digital Marketing, Online Sales, Online Communities, Social Media, Collaboration Solutions, Online Advertising, B2B Marketing Strategy, Mobile Devices, Sales, Project Management, Community Sites, Strategy, Leadership, CRM, SDLC, E-commerce, Requirements Analysis, Financial Services, Analytics, Business Development, IT Strategy, Business Analysis, Program Management, Management, User Experience, Business Strategy, Requirements Gathering, Software Development, Product Development, Portfolio Management, Vendor Management, Product Management, Project Portfolio...

Education
University of South Florida   1990 — 1994
B.S.

Hillsborough Community College   1989 — 1991
AA

Community College of the Air Force   1986 — 1988
AS

Reagan Pereira Reagan Pereira Miami/Fort Lauderdale Area Details
Reagan Pereira's Open Finance Network Experience November 2007 - February 2009
Job Senior Development Manager
Industry Computer Software
Experience
Office Depot  January 2013 - Present
Destination Rewards  April 2009 - October 2013
Open Finance Network   November 2007 - February 2009
Epluribus Inc.   February 2003 - November 2007
Invest.com Holdings Inc.   February 2001 - January 2003
Investors Alliance   April 2000 - February 2001

Skills
Java, XML, Agile Methodologies, SQL, jQuery, AJAX, JavaScript, Scrum, Microsoft SQL Server, JSP, Software Development, Web Services, Project Management, HTML 5, Eclipse, Business Analysis, JSON, Databases, C#, Web Applications, Java Enterprise Edition, Agile Project Management, SDLC, JBoss Application Server, CSS, .NET, MySQL, Subversion, Software Project..., ASP.NET, Web Development, HTML, Management, Requirements Analysis, Team Leadership, E-commerce, Business Intelligence, Mobile Applications, REST, Leadership, Integration

Education
Florida Atlantic University   1997 — 2002
BS, computere science

Ephraim Gerard Gorham, PMP Ephraim Gerard Gorham, PMP Charlotte, North Carolina Area Details
Ephraim Gerard Gorham, PMP's Open Finance Network Experience December 2007 - December 2008
Job
Industry Financial Services
Experience
Wells Fargo  November 2014 - Present
Bank of America  December 2009 - October 2014
Comsys  December 2008 - December 2009
Open Finance Network   December 2007 - December 2008
Bank of America  October 2005 - December 2007
Eliassen, Inc.   June 2005 - October 2005
The Advisory Board Company  January 2005 - June 2005
Accenture  July 2004 - January 2005
AT&T  July 2000 - July 2004

Skills
Project Management, Consulting, Microsoft SQL Server, Databases, Banking, Business Analysis, SDLC, Visio, SharePoint, Data Warehousing, Business Intelligence, Process Improvement, Requirements Analysis, Software Implementation, SQL, Business Process..., MS Project, Process Engineering, Change Management, Analysis, Program Management, Software Project..., Software Development, Agile Methodologies, Software Documentation, Database Design, Oracle, Testing, Requirements Gathering, Integration, Quality Assurance, IT Strategy, Enterprise Software, Project Portfolio..., Enterprise Architecture, Management, Telecommunications, Business Requirements, Vendor Management, Business Process, PMP, IT Management, Information Technology, Analytics

Education
North Carolina Agricultural and Technical State University   2002 — 2004
Master of Science, Management Information Systems

North Carolina Agricultural and Technical State University   1999 — 2001
Bachelor of Science, Management

North Carolina State University   1994 — 1998

D. H. Conley High   1990 — 1994

Martuza Ferdous Martuza Ferdous West Palm Beach, Florida Area Details
Martuza Ferdous's Open Finance Network Experience February 2003 - January 2009
Job CoFounder FamilyViewed
Industry Financial Services
Experience
familyviewed   February 2009 - Present
Help Raise Inc   January 2008 - Present
StillPoint Advisors   2010 - 2011
Epluribus Inc   August 2003 - January 2009
Open Finance Network   February 2003 - January 2009
American Securities Group   2003 - 2008
Invest.Com   September 2001 - 2003
Investors Alliance   February 1999 - August 2001
FAU  1995 - 1998

Skills
Investments, Portfolio Management, Asset Managment, Strategic Planning, Mergers, Software Development, Start-ups, Process Improvement, Risk Management, Fixed Income, Business Strategy, Microsoft SQL Server, Business Analysis, Financial Analysis, Asset Management, Mergers & Acquisitions, Executive Management, Product Management, SDLC, Project Management, CRM, Management Consulting, Financial Services, Securities, Due Diligence, Private Equity, Alternative Investments, Investment Banking, Equities, Trading, Valuation, Wealth Management, Strategic Financial..., Investment Management, Entrepreneurship, Analytics, Electronic Trading, Business Development, Investment Advisory, Business Intelligence, IT Strategy, Vendor Management, Business Planning, Team Management, Agile Methodologies, Integration, Forecasting, Market Research, Agile Project Management, Leadership

Education
Florida Atlantic University   1996 — 1999
BS, Computer Information Systems

Florida Atlantic University   1995 — 1999
BS, Finance

Brett Burkhart Brett Burkhart Wilmington, North Carolina Details
Brett Burkhart's Open Finance Network Experience March 2008 - November 2008
Job Senior Developer | UI Designer
Industry Computer Software
Experience
Burkhart Design & Development, Inc.   March 2009 - Present
Liquidnet  March 2009 - Present
Open Finance Network   March 2008 - November 2008
Cynergy Systems, Inc.   September 2007 - March 2008
frog design inc.  March 2005 - August 2007
Builder Homesite, Inc.   March 2004 - March 2005
CyberTrader, Inc.   August 2003 - February 2004
Access CoverageCorp, Inc.   May 2002 - August 2003
IT consultant Self Employed  October 2001 - May 2002
Osprey Systems, Inc.   April 1999 - October 2001

Skills
.NET, XML, C#, REST, User Experience Design, ASP.NET, JavaScript, HTML, Web Design, Software Development, CSS, Microsoft SQL Server, Visual Studio, User Interface Design, Web Applications, User Experience, SQL

Education
Purdue University   1991 — 1996
Bachelor of Science, Computer Graphics Technology

Scott Lundstrom Scott Lundstrom Miami/Fort Lauderdale Area Details
Scott Lundstrom's Open Finance Network Experience January 2008 - October 2009
Job Senior .Net Developer at Wilopen
Industry Computer Software
Experience
WILopEN   October 2009 - Present
Open Finance Network   January 2008 - October 2009

Education
University of Minnesota-Twin Cities
Chemistry

Erin Boyd Lecuyer, MPM Erin Boyd Lecuyer, MPM Miami/Fort Lauderdale Area Details
Erin Boyd Lecuyer, MPM's Open Finance Network Experience January 2006 - June 2009
Job ID & Design International
Industry Professional Training & Coaching
Experience
ID & Design International  December 2009 - Present
E. Boyd Enterprises   January 2008 - March 2013
Cross Country Home Services  July 2009 - October 2009
Open Finance Network   January 2006 - June 2009
Broward Community College  July 2002 - October 2005
Broward College  2002 - 2005

Skills
Customer Relations, Employee Relations, Contract Negotiations, Administration, Vendor Relations, Strategic Planning, Team Building, Budgeting, Problem Solving, Public Speaking, Event Planning, Accounting, Coaching, Process Improvement, Event Management, Business Strategy, Mentoring, Organizational..., Budgets, System Administration, Contract Negotiation, Fundraising, Customer Service, Vendor Management, Program Management, Project Management, Analysis, Human Resources, Marketing, Team Leadership, Management, Customer Satisfaction, Entrepreneurship, Retail, Leadership Development, Market Research, Microsoft Office, Project Planning, Operations Management, Business Planning, Strategy, Start-ups, Leadership, Business Development, Training, Change Management, Recruiting, Networking, Negotiation, Account Management

Education
American Academy of Project Management
Certification, Master Project Management

Broward College   1989 — 1991
Associate Degree, Business

State University of New York College at Potsdam

Elisa Glenn Elisa Glenn Charlotte, North Carolina Area Details
Elisa Glenn's Open Finance Network Experience November 2007 - February 2009
Job Senior Consultant Risk Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America  January 2013 - Present
Matrix Resources  March 2012 - December 2012
Matrix Resources  August 2011 - December 2011
Strategic Staffing Solutions  August 2009 - July 2011
Open Finance Network   November 2007 - February 2009
Altamira Incentive Solutions   January 2006 - November 2007
Accountemps  April 2001 - January 2006
Alvegrace Corporation   October 1999 - March 2001
AT&T  February 1983 - August 1999

Education
Community College of Southern Nevada   2002 — 2004
Certificate, Information Technology - Info Management, 4.0

Toby Hecht & Associates   1990 — 1992
Certificate of Completion, Sales Professional Course

University of California, Santa Barbara   1977 — 1980
Bachelor of Science, Experimental Psychology, 3.85

Matthew Noreika Matthew Noreika Charlotte, North Carolina Area Details
Matthew Noreika's Open Finance Network Experience January 2008 - March 2009
Job .
Industry Financial Services
Experience
Bank of America  February 2013 - Present
Sapient Global Markets  August 2012 - February 2013
Bank of America  February 2011 - August 2012
TEKsystems  October 2009 - February 2011
Spherion  March 2009 - October 2009
Open Finance Network   January 2008 - March 2009
Wachovia Bank  April 2004 - January 2008

Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Managment, Mutual Funds, Alternative Investments, Banking, Equities, Quality Center, Toad, PowerDesigner, BlackRock Aladdin, Asset Control, Sungard GMI, SDLC, Derivatives, Options, Analysis, User Acceptance Testing, Business Requirements, Market Data, Strategy, Integration, Reference Data, Middle Office, Back Office, Databases, Bonds, Business Analysis, AML, Software Documentation

Education
University of North Carolina at Charlotte - Belk College of Business   2001 — 2004
Bachelor's degree, Finance

Rachel Zauber, PHR, SHRM-CP Rachel Zauber, PHR, SHRM-CP Charlotte, North Carolina Area Details
Rachel Zauber, PHR, SHRM-CP's Open Finance Network Experience January 2008 - October 2009
Job HR Generalist at Advantage Resourcing
Industry Human Resources
Experience
Advantage Resourcing  July 2015 - Present
Snyder's-Lance, Inc.   August 2013 - July 2015
Indecomm Global Services  April 2012 - August 2013
Boston National Settlement Services  August 2009 - January 2011
Open Finance Network   January 2008 - October 2009
Israeli Defense Force  December 2004 - January 2008
JBIJ   January 2003 - January 2007

Skills
Payroll, Securities, Marketing, Human Resources, Team Building, Business Development, Vendor Management, Customer Service, Recruiting, Time Management, Management, New Hire Orientations, MIS, Benefits Administration, Leadership, Budgets, Project Management, CRM, Process Scheduler, Analysis, Event Planning, Employee Benefits, Microsoft Excel, Pivot Tables, Strategic Planning, Insurance, System Administration, Project Planning, Employee Relations, Nonprofits, Networking, Finance, Microsoft Office, Process Improvement, Outlook, Policy, Visio, Training, Performance Management, Sourcing, Software Documentation, PowerPoint, Interviews, Coaching, Organizational..., Data Entry, Operations Management, Risk Management, Access

Education
Central Piedmont Community College   2014 — 2014
PHR Certification, Human Resources

Central Piedmont Community College   2007 — 2011
International Business

The Hebrew University
General Studies

Michele Knowlton Michele Knowlton West Palm Beach, Florida Area Details
Michele Knowlton's Open Finance Network Experience November 2004 - March 2012
Job Portfolio Data Manager at StillPoint Holdings
Industry Financial Services
Experience
StillPoint Holdings   January 2013 - Present
FamilyViewed.com   January 2011 - December 2012
Open Finance Network   November 2004 - March 2012
Putnam Investments  May 1994 - March 2004
The Boston Company  1987 - 1994
State Street  1984 - 1987

Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Management, Securities, Bloomberg, Accounting, Leadership, Entrepreneurship, Asset Management, Equities, Financial Services, Series 7, Financial Analysis

Education
University of Arizona   1977 — 1984
BS, Finance

University of Arizona   1977 — 1983

Justin (Justin Smilen) Cervantes Justin (Justin Smilen) Cervantes West Palm Beach, Florida Area Details
Justin (Justin Smilen) Cervantes's Open Finance Network Experience 2006 - 2009
Job Branch Manager & Licensed Mortgage Loan Originator at 1ST UNITED FUNDING
Industry Real Estate
Experience
United Realty Group, Inc.   2009 - Present
1ST UNITED FUNDING   July 2013 - Present
Advanced Claim Services   2007 - September 2014
Innovative Mortgage Services  December 2010 - July 2013
Equity Mortgage Bankers, LLC   April 2010 - December 2010
Open Finance Network   2006 - 2009
American Securities Group   2006 - 2008
Franklin Templeton Group  2000 - 2003

Skills
Short Sales, Real Estate, Arbitration, Foreclosures, Sellers, Residential Homes, FHA, Real Estate Development, Commercial Real Estate, Real Property, Real Estate Financing, Insurance, Investments, Investment Properties, First Time Home Buyers, Microsoft Excel, Relocation, Reverse Mortgages, Microsoft Office, Accounting, Customer Service, Negotiation, Investors, Mortgage Lending, Real Estate Transactions, Loans, Listings

Education
Florida Atlantic University   1995 — 2000
BS, Finance & Management from the Honors College

Penn State University   1995 — 1995
General Business

Thomas Trickett Thomas Trickett Charlotte, North Carolina Area Details
Thomas Trickett's Open Finance Network Experience September 2008 - March 2009
Job Senior Business and Financial Executive
Industry Accounting
Experience
WB Moore Company of Charlotte, Inc.   February 2015 - Present
NC Business Consulting   April 2014 - September 2014
Isis Mobile Commerce  December 2011 - November 2013
Scale Finance  January 2010 - January 2011
Quality Packaging Services   January 2004 - January 2010
Open Finance Network   September 2008 - March 2009
BearingPoint  September 2005 - June 2007
Evergreen Investments  January 1996 - January 2004
JOHN HANCOCK MUTUAL FUNDS/DISTRIBUTORS, INC   January 1986 - January 1996

Skills
Mergers, Forecasting, Finance, Strategic Planning, Budgets, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Due Diligence, Financial Reporting, Portfolio Management, Managerial Finance, Private Equity, Investments, Cash Management, Asset Managment, Equities, Risk Management, Auditing, Mergers & Acquisitions, Business Analysis, Accounting, Internal Controls, Start-ups, Entrepreneurship, Leadership, Executive Management, Financial Services, Management, Securities, Program Management, Restructuring, Mutual Funds, Strategy, Business Strategy

Education
Salem State University   1977 — 1981
Bachelor of Science Degree, Business Administration