Opes Advisors
Industry: Company
DescriptionFounded: 2004 Subsidiary: Opes Advisors, Inc., Asset Management Arm
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Opes Advisors Employees
Employee
Years
Job
Industry
Jucelle Lim Jucelle Lim's Opes Advisors Experience August 2012 - May 2013
Job Visual Designer at App Annie
Industry Design
Experience
App Annie December 2013 - Present
Education.com July 2012 - Present
Opes Advisors August 2012 - May 2013
UConn Design Center January 2011 - May 2012
Skills
Illustration, Illustrator, InDesign, Layout, Typography, Adobe Creative Suite, Logo Design, Graphic Design, Digital Illustration, Brochures, Graphics, Branding & Identity, Digital Marketing, User Interface Design, Responsive Web Design
Education
University of Connecticut 2009 — 2012
Bachelor of Fine Arts (BFA), Communication Design
App Annie December 2013 - Present
Education.com July 2012 - Present
Opes Advisors August 2012 - May 2013
UConn Design Center January 2011 - May 2012
Skills
Illustration, Illustrator, InDesign, Layout, Typography, Adobe Creative Suite, Logo Design, Graphic Design, Digital Illustration, Brochures, Graphics, Branding & Identity, Digital Marketing, User Interface Design, Responsive Web Design
Education
University of Connecticut 2009 — 2012
Bachelor of Fine Arts (BFA), Communication Design
Carolyn L. Tom Carolyn L. Tom's Opes Advisors Experience 2015 - Present
Job Event Planning, Community Benefit & HR Manager
Industry Events Services
Experience
Opes Advisors 2015 - Present
Nordstrom 2012 - Present
Nordstrom 2009 - 2012
Cristina's Closet 2002 - 2012
Edify Corporation 1995 - 2000
Edify Corporation 1995 - 1995
Nordstrom 1993 - 1995
Skills
Management, Nonprofits, Community Benefit, Community Outreach, Community Service, Fundraising, Donor Solicitation, Non-profit Board..., Volunteer Management, Event Planning, Managing Events, Auction Management, Trade Shows, Conference Production, Marketing Strategy, Contract Negotiation, Contract Management, Conference Registration, Marketing, Customer Engagement, Customer Service, Customer Satisfaction, Human Resources, HR Policies, Recruiting, Taleo, Screening Resumes, Conducting Interviews, Job Fairs, Hiring Employees, New Hire Orientations, Train Staff
Education
University of Southern California
Bachelor of Science (B.S.), in business with an emphasis in marketing
Opes Advisors 2015 - Present
Nordstrom 2012 - Present
Nordstrom 2009 - 2012
Cristina's Closet 2002 - 2012
Edify Corporation 1995 - 2000
Edify Corporation 1995 - 1995
Nordstrom 1993 - 1995
Skills
Management, Nonprofits, Community Benefit, Community Outreach, Community Service, Fundraising, Donor Solicitation, Non-profit Board..., Volunteer Management, Event Planning, Managing Events, Auction Management, Trade Shows, Conference Production, Marketing Strategy, Contract Negotiation, Contract Management, Conference Registration, Marketing, Customer Engagement, Customer Service, Customer Satisfaction, Human Resources, HR Policies, Recruiting, Taleo, Screening Resumes, Conducting Interviews, Job Fairs, Hiring Employees, New Hire Orientations, Train Staff
Education
University of Southern California
Bachelor of Science (B.S.), in business with an emphasis in marketing
Jude Vargas Jude Vargas's Opes Advisors Experience November 2014 - Present
Job Senior Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors November 2014 - Present
Guaranteed Rate May 2014 - Present
Guarantee Mortgage May 2012 - May 2014
California Mortgage Advisors August 2009 - May 2012
Fidelity Guaranty Funding January 2008 - January 2010
ICG Financial March 2006 - December 2007
Skills
Mortgage, Loans, Real Estate, FHA, Home, VA, Refinance, Conventional, Residential, Mortgage Lending, Purchase, First Time Home Buyers, Mortgage Industry, Residential Homes, Investment Properties, Loan Origination, Commercial Real Estate, Mortgage Banking, VA loans, Investors, Finance
Education
University of San Francisco 1999 — 2003
BS, Marketing
Opes Advisors November 2014 - Present
Guaranteed Rate May 2014 - Present
Guarantee Mortgage May 2012 - May 2014
California Mortgage Advisors August 2009 - May 2012
Fidelity Guaranty Funding January 2008 - January 2010
ICG Financial March 2006 - December 2007
Skills
Mortgage, Loans, Real Estate, FHA, Home, VA, Refinance, Conventional, Residential, Mortgage Lending, Purchase, First Time Home Buyers, Mortgage Industry, Residential Homes, Investment Properties, Loan Origination, Commercial Real Estate, Mortgage Banking, VA loans, Investors, Finance
Education
University of San Francisco 1999 — 2003
BS, Marketing
Alex Manessis Alex Manessis's Opes Advisors Experience June 2012 - August 2012
Job Vendor Analyst at Petco Animal Supplies
Industry Retail
Experience
PETCO Animal Supplies, Inc. November 2014 - Present
Samuel Scott Financial Group June 2013 - October 2014
Samuel Scott Financial Group October 2011 - May 2013
Opes Advisors June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Microsoft Word, Social Media, Credit, Public Speaking, Loans, Loan Origination, Real Estate, Forecasting, Market Research, Financial Analysis
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
PETCO Animal Supplies, Inc. November 2014 - Present
Samuel Scott Financial Group June 2013 - October 2014
Samuel Scott Financial Group October 2011 - May 2013
Opes Advisors June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Microsoft Word, Social Media, Credit, Public Speaking, Loans, Loan Origination, Real Estate, Forecasting, Market Research, Financial Analysis
Education
University of San Diego 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Marketing
Darren Kwong Darren Kwong's Opes Advisors Experience November 2010 - July 2013
Job Assistant Account Manager at Fourandhalf Internet Marketing for Property Managers
Industry Internet
Experience
Fourandhalf - Internet Marketing for Property Managers February 2015 - Present
Self-Employed July 2013 - April 2015
Advance Response, LLC October 2014 - January 2015
Opes Advisors November 2010 - July 2013
Provident Funding Associates L.P. July 2007 - October 2010
Boy Scouts of America September 2006 - May 2007
Wells Fargo Home Mortgage May 2006 - August 2006
Enterprise Rent-A-Car June 2005 - August 2005
Skills
Google Adwords, HTML, CSS, JavaScript, jQuery, Mortgage Lending, Mortgage Banking, Refinance, Retail Banking, Loans, Credit, Loan Origination, Mortgage Underwriting, Risk Management, Residential Mortgages, Management, Sales, REO, Short Sales, Marketing Strategy, Training & Development, Training, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint
Education
University of California, Riverside 2002 — 2006
BS, Business Administration
Fourandhalf - Internet Marketing for Property Managers February 2015 - Present
Self-Employed July 2013 - April 2015
Advance Response, LLC October 2014 - January 2015
Opes Advisors November 2010 - July 2013
Provident Funding Associates L.P. July 2007 - October 2010
Boy Scouts of America September 2006 - May 2007
Wells Fargo Home Mortgage May 2006 - August 2006
Enterprise Rent-A-Car June 2005 - August 2005
Skills
Google Adwords, HTML, CSS, JavaScript, jQuery, Mortgage Lending, Mortgage Banking, Refinance, Retail Banking, Loans, Credit, Loan Origination, Mortgage Underwriting, Risk Management, Residential Mortgages, Management, Sales, REO, Short Sales, Marketing Strategy, Training & Development, Training, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint
Education
University of California, Riverside 2002 — 2006
BS, Business Administration
Marcus Lam Marcus Lam's Opes Advisors Experience April 2008 - Present
Job Secondary Marketing
Industry Banking
Experience
Opes Advisors April 2008 - Present
Absolute Mortgage Banking July 2005 - April 2008
UC Davis Dvorak Research Lab June 2004 - June 2005
Kwan and Associates June 2001 - September 2003
Skills
Credit, Mortgage Lending, Trading, Loans, Mortgage Banking, Fixed Income, Strategy, Investments, Sales, Portfolio Management, Capital Markets, Banking, Analysis, Credit Analysis, Real Estate, Finance, Financial Analysis, Valuation, Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2011
Master of Business Administration, Finance
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics, Managerial Economics
Opes Advisors April 2008 - Present
Absolute Mortgage Banking July 2005 - April 2008
UC Davis Dvorak Research Lab June 2004 - June 2005
Kwan and Associates June 2001 - September 2003
Skills
Credit, Mortgage Lending, Trading, Loans, Mortgage Banking, Fixed Income, Strategy, Investments, Sales, Portfolio Management, Capital Markets, Banking, Analysis, Credit Analysis, Real Estate, Finance, Financial Analysis, Valuation, Management
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2011
Master of Business Administration, Finance
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics, Managerial Economics
John Leach John Leach's Opes Advisors Experience May 2009 - Present
Job Mortgage Advisor
Industry Financial Services
Experience
Opes Advisors May 2009 - Present
Education
University of Oregon 1986 — 2002
B.S., Journalism and Communication: Communication Studies
Opes Advisors May 2009 - Present
Education
University of Oregon 1986 — 2002
B.S., Journalism and Communication: Communication Studies
Jackie Cuneo Jackie Cuneo's Opes Advisors Experience November 2010 - August 2014
Job Experienced Mortgage Lender
Industry Real Estate
Experience
Summit Funding, Inc. August 2014 - Present
Opes Advisors November 2010 - August 2014
Zephyr Real Estate October 2005 - October 2010
Little Jackie Paper LLC 2002 - 2005
Watermark Press 2000 - 2002
Applied Graphics Technologies 1997 - 2000
Ziff Davis, Inc. 1994 - 1997
Skills
Mortgage Lending, Refinance, Loans, Jumbo Mortgage, Single Family Homes, Condos, Condo conversion..., Investment Properties, Apartment Building..., Vacation Homes, Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Investments, Investors, Mortgage Banking, Residential Mortgages, Move Up Buyers, Sellers, Relocation, Loan Origination, Referrals, Realtor training, Government Loans, Short Sales, Marketing, FHA financing, Calyx Point, Foreclosures, REO, HomePath, Reverse Mortgages, Selling, Buyers, Finance, Debt Restructuring, FHA, First Time Home Buyers, Residential Homes, Business Coaching, Sales
Education
University of California, Santa Cruz 1988 — 1991
Bachelor's Degree
University of California, Santa Barbara 1985 — 1987
Summit Funding, Inc. August 2014 - Present
Opes Advisors November 2010 - August 2014
Zephyr Real Estate October 2005 - October 2010
Little Jackie Paper LLC 2002 - 2005
Watermark Press 2000 - 2002
Applied Graphics Technologies 1997 - 2000
Ziff Davis, Inc. 1994 - 1997
Skills
Mortgage Lending, Refinance, Loans, Jumbo Mortgage, Single Family Homes, Condos, Condo conversion..., Investment Properties, Apartment Building..., Vacation Homes, Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, Investments, Investors, Mortgage Banking, Residential Mortgages, Move Up Buyers, Sellers, Relocation, Loan Origination, Referrals, Realtor training, Government Loans, Short Sales, Marketing, FHA financing, Calyx Point, Foreclosures, REO, HomePath, Reverse Mortgages, Selling, Buyers, Finance, Debt Restructuring, FHA, First Time Home Buyers, Residential Homes, Business Coaching, Sales
Education
University of California, Santa Cruz 1988 — 1991
Bachelor's Degree
University of California, Santa Barbara 1985 — 1987
Mari Mahoney Mari Mahoney's Opes Advisors Experience 2013 - Present
Job Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors 2013 - Present
MMahoney and Associates 1991 - Present
RPM Mortgage 2007 - 2013
Washington Mutual 1999 - 2007
Wells Fargo Home Mortgage 1995 - 1999
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, FHA financing, Loan Origination, VA loans, Loans, Residential Mortgages, First Time Home Buyers, Mortgage Underwriting, Credit, Jumbo Mortgage, Training, Sellers, Real Estate Financing, Real Estate, Reverse Mortgages, USDA, Finance, Loss Mitigation, Construction Loans, Loan Servicing
Education
University of California, Los Angeles
Opes Advisors 2013 - Present
MMahoney and Associates 1991 - Present
RPM Mortgage 2007 - 2013
Washington Mutual 1999 - 2007
Wells Fargo Home Mortgage 1995 - 1999
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, FHA financing, Loan Origination, VA loans, Loans, Residential Mortgages, First Time Home Buyers, Mortgage Underwriting, Credit, Jumbo Mortgage, Training, Sellers, Real Estate Financing, Real Estate, Reverse Mortgages, USDA, Finance, Loss Mitigation, Construction Loans, Loan Servicing
Education
University of California, Los Angeles
Randy Free Randy Free's Opes Advisors Experience March 2011 - Present
Job Mortgage Advisor / Mortgage Banker NMLS# 283930
Industry Financial Services
Experience
Opes Advisors March 2011 - Present
Titan Funding Group / Western Mortgage Brokers November 2007 - February 2011
Pacific Home Funding May 2007 - November 2007
Skills
First Time Home Buyers, FHA, Mortgage Lending, Credit, Single Family Homes, USDA Rural Housing, Mortgage Insurance, Referrals, Investors, Residential Homes, Finance, Small Business, Investment Properties, VA loans, Mortgage Banking
Education
University of Oregon 1988 — 1992
BS, Finance & Marketing
University of Oregon - Charles H. Lundquist College of Business
Opes Advisors March 2011 - Present
Titan Funding Group / Western Mortgage Brokers November 2007 - February 2011
Pacific Home Funding May 2007 - November 2007
Skills
First Time Home Buyers, FHA, Mortgage Lending, Credit, Single Family Homes, USDA Rural Housing, Mortgage Insurance, Referrals, Investors, Residential Homes, Finance, Small Business, Investment Properties, VA loans, Mortgage Banking
Education
University of Oregon 1988 — 1992
BS, Finance & Marketing
University of Oregon - Charles H. Lundquist College of Business
Liz Heitmann's Opes Advisors Experience March 2015 - Present
Job Senior Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2015 - Present
PNC Mortgage October 2013 - March 2014
Caliber Funding June 2012 - October 2013
US Bank April 2011 - June 2012
Business First Bank December 2007 - April 2011
Paragon Mortgage Group September 1997 - December 2007
Santa Barbara Bank & Trust 1994 - 1997
County Bank 1987 - 1989
Montecito Bank and Trust 1985 - 1987
Skills
Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loans, Underwriting/Tax Return..., Jumbo Mortgage, Credit, Foreclosures, Residential Homes, FHA financing, Consumer Lending, REO, Real Estate Economics, USDA, Certified Mortgage..., VA loans, First Time Home Buyers, Mortgage Underwriting, Commercial Banking, Commercial Lending, Construction Loans, Home Equity Loans, Credit Analysis, Residential Mortgages, Lines Of Credit, Referrals, Home Equity Lines of..., Government Loans, Underwriting, Single Family Homes, Banking, Financial Structuring, Short Sales, Condos, Real Estate Financing, Investment Properties, Real Estate, Loan Servicing, Investments, Mortgage Marketing, Portfolio Management, Commercial Mortgages, Reverse Mortgages, Small Business Lending, Non-Conforming, Retail Banking
Education
University of California, Santa Barbara 1979 — 1984
BA, Science/PreMed, Art, History
University of California, San Diego 1979 — 1982
Premed
Opes Advisors March 2015 - Present
PNC Mortgage October 2013 - March 2014
Caliber Funding June 2012 - October 2013
US Bank April 2011 - June 2012
Business First Bank December 2007 - April 2011
Paragon Mortgage Group September 1997 - December 2007
Santa Barbara Bank & Trust 1994 - 1997
County Bank 1987 - 1989
Montecito Bank and Trust 1985 - 1987
Skills
Loan Origination, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loans, Underwriting/Tax Return..., Jumbo Mortgage, Credit, Foreclosures, Residential Homes, FHA financing, Consumer Lending, REO, Real Estate Economics, USDA, Certified Mortgage..., VA loans, First Time Home Buyers, Mortgage Underwriting, Commercial Banking, Commercial Lending, Construction Loans, Home Equity Loans, Credit Analysis, Residential Mortgages, Lines Of Credit, Referrals, Home Equity Lines of..., Government Loans, Underwriting, Single Family Homes, Banking, Financial Structuring, Short Sales, Condos, Real Estate Financing, Investment Properties, Real Estate, Loan Servicing, Investments, Mortgage Marketing, Portfolio Management, Commercial Mortgages, Reverse Mortgages, Small Business Lending, Non-Conforming, Retail Banking
Education
University of California, Santa Barbara 1979 — 1984
BA, Science/PreMed, Art, History
University of California, San Diego 1979 — 1982
Premed
Sam Baugh Sam Baugh's Opes Advisors Experience August 2009 - April 2011
Job VP of Mortgage Lending / Branch Manager at Guaranteed Rate
Industry Financial Services
Experience
Solana Beach Lifeguards June 1998 - Present
Guaranteed Rate March 2015 - Present
Bank of Manhattan N.A. July 2014 - March 2015
Wells Fargo Private Mortgage Banking March 2014 - July 2014
Guaranteed Rate August 2011 - March 2014
First California Mortgage Company April 2011 - August 2011
Opes Advisors August 2009 - April 2011
'Your San Diego Mortgage Advisors'- High Tech Lending, Inc. May 2009 - July 2009
Costa Rica Mortgage S.A. January 2007 - November 2008
Home Loan Consultants September 2006 - April 2007
Skills
Refinance, Commercial Lending, Condos, Credit, FHA, FHA financing, FNMA, Finance, Financial Advisory, First Time Home Buyers, Home Equity Lines of..., Investment Properties, Investments, Jumbo Mortgage, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Networking, Partnerships, REO, Rates, Real Estate, Real Estate Economics, Real Estate Financing, Referrals, Residential Mortgages, Sales, Sales Management, Sellers, Selling, Short Sales, Software Documentation, Super Jumbo, Training, VA loans, Hard Money, Foreclosures, Certified Mortgage..., Reverse Mortgages, Underwriting, Commercial Mortgages, Government Loans, Funding, Barns, FHA Financing, VA Loans
Education
University of San Diego 2001 — 2004
Torrey Pines High School 1994 — 1998
Solana Beach Lifeguards June 1998 - Present
Guaranteed Rate March 2015 - Present
Bank of Manhattan N.A. July 2014 - March 2015
Wells Fargo Private Mortgage Banking March 2014 - July 2014
Guaranteed Rate August 2011 - March 2014
First California Mortgage Company April 2011 - August 2011
Opes Advisors August 2009 - April 2011
'Your San Diego Mortgage Advisors'- High Tech Lending, Inc. May 2009 - July 2009
Costa Rica Mortgage S.A. January 2007 - November 2008
Home Loan Consultants September 2006 - April 2007
Skills
Refinance, Commercial Lending, Condos, Credit, FHA, FHA financing, FNMA, Finance, Financial Advisory, First Time Home Buyers, Home Equity Lines of..., Investment Properties, Investments, Jumbo Mortgage, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Networking, Partnerships, REO, Rates, Real Estate, Real Estate Economics, Real Estate Financing, Referrals, Residential Mortgages, Sales, Sales Management, Sellers, Selling, Short Sales, Software Documentation, Super Jumbo, Training, VA loans, Hard Money, Foreclosures, Certified Mortgage..., Reverse Mortgages, Underwriting, Commercial Mortgages, Government Loans, Funding, Barns, FHA Financing, VA Loans
Education
University of San Diego 2001 — 2004
Torrey Pines High School 1994 — 1998
Michael Pollano Michael Pollano's Opes Advisors Experience July 2014 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors July 2014 - Present
Absolute Mortgage Banking October 2012 - June 2014
Absolute Mortgage Banking January 2012 - December 2012
Skills
Mortgage Lending, Mortgage Banking, Marketing, Refinance, Residential Mortgages, First Time Home Buyers, Public Speaking, Residential Homes, Real Estate Transactions, Loans, Commercial Real Estate, Credit, Real Estate
Education
University of Oregon 2007 — 2011
Bachelor of Science (BS), Economics
Saint Francis High School 2003 — 2007
Opes Advisors July 2014 - Present
Absolute Mortgage Banking October 2012 - June 2014
Absolute Mortgage Banking January 2012 - December 2012
Skills
Mortgage Lending, Mortgage Banking, Marketing, Refinance, Residential Mortgages, First Time Home Buyers, Public Speaking, Residential Homes, Real Estate Transactions, Loans, Commercial Real Estate, Credit, Real Estate
Education
University of Oregon 2007 — 2011
Bachelor of Science (BS), Economics
Saint Francis High School 2003 — 2007
Noel McCord Noel McCord's Opes Advisors Experience March 2011 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors March 2011 - Present
Skills
Certified Mortgage..., Refinance, Residential Mortgages, Real Estate, Investments, VA loans, FHA, Foreclosures, First Time Home Buyers, Loans, Mortgage Lending, Investment Properties, REO, Short Sales, Real Estate Transactions, Investors, Mortgage Banking, Mortgage Underwriting, Reverse Mortgages, FHA financing, Residential Homes, USDA, Condos, Non-Conforming, Construction Loans
Education
University of California, San Diego 1991 — 1995
Political Science
Opes Advisors March 2011 - Present
Skills
Certified Mortgage..., Refinance, Residential Mortgages, Real Estate, Investments, VA loans, FHA, Foreclosures, First Time Home Buyers, Loans, Mortgage Lending, Investment Properties, REO, Short Sales, Real Estate Transactions, Investors, Mortgage Banking, Mortgage Underwriting, Reverse Mortgages, FHA financing, Residential Homes, USDA, Condos, Non-Conforming, Construction Loans
Education
University of California, San Diego 1991 — 1995
Political Science
Curt Humphrey Curt Humphrey's Opes Advisors Experience December 2014 - Present
Job THE OPES ADVANTAGE
Industry Computer Software
Experience
Opes Advisors December 2014 - Present
Umpqua Bank July 2013 - December 2014
FINANCE GROUP WEST March 2011 - July 2013
Brannan Asscociates-Summit Mortgage January 2008 - January 2009
Indymac Bank January 2007 - February 2008
CTX Mortgage November 2005 - January 2007
LEAFWOOD CHATEAU LLC January 2003 - November 2005
WELCH ALLYN PROTOCOL June 1997 - May 2003
Skills
Creative Problem Solving, Sales Excellence, Executive Search, Business Development, Sales Management, Real Estate, Loans, Investment Properties, New Business Development, Start-ups, Negotiation, Executive Management, Mortgage Lending, Team Building, Direct Sales, Loan Origination, Property Management, Business Networking, Team Leadership, Recruiting, Strategy, Finance, Mergers & Acquisitions, Marketing, Sales, Strategic Planning, Sales Process, Customer Service
Education
University of California, Santa Barbara 1975 — 2009
BA, Business Economics
University of California, Santa Barbara 1975 — 1979
BA Business Economics, Business and Biology, Chemistry, Physics
San Rafael Hign 1971 — 1975
Opes Advisors December 2014 - Present
Umpqua Bank July 2013 - December 2014
FINANCE GROUP WEST March 2011 - July 2013
Brannan Asscociates-Summit Mortgage January 2008 - January 2009
Indymac Bank January 2007 - February 2008
CTX Mortgage November 2005 - January 2007
LEAFWOOD CHATEAU LLC January 2003 - November 2005
WELCH ALLYN PROTOCOL June 1997 - May 2003
Skills
Creative Problem Solving, Sales Excellence, Executive Search, Business Development, Sales Management, Real Estate, Loans, Investment Properties, New Business Development, Start-ups, Negotiation, Executive Management, Mortgage Lending, Team Building, Direct Sales, Loan Origination, Property Management, Business Networking, Team Leadership, Recruiting, Strategy, Finance, Mergers & Acquisitions, Marketing, Sales, Strategic Planning, Sales Process, Customer Service
Education
University of California, Santa Barbara 1975 — 2009
BA, Business Economics
University of California, Santa Barbara 1975 — 1979
BA Business Economics, Business and Biology, Chemistry, Physics
San Rafael Hign 1971 — 1975
Yvonne Herbeck Yvonne Herbeck's Opes Advisors Experience April 2010 - Present
Job Sr Mortgage Advisor at Opes Advisors
Industry Banking
Experience
Opes Advisors April 2010 - Present
RPM Mortgage Inc October 2005 - March 2010
First Horizon Home Loans March 2003 - October 2005
Cadence Design Systems June 1990 - June 1995
Acuson Corporation August 1988 - June 1990
Skills
FHA, Loan Origination, Loans, Mortgage Lending, REO, Mortgage Banking, Refinance, VA loans, FHA financing, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Real Estate Financing, Real Estate, USDA
Education
University of Michigan 1984 — 1988
BA, Communication
Opes Advisors April 2010 - Present
RPM Mortgage Inc October 2005 - March 2010
First Horizon Home Loans March 2003 - October 2005
Cadence Design Systems June 1990 - June 1995
Acuson Corporation August 1988 - June 1990
Skills
FHA, Loan Origination, Loans, Mortgage Lending, REO, Mortgage Banking, Refinance, VA loans, FHA financing, Residential Mortgages, Reverse Mortgages, Certified Mortgage..., Real Estate Financing, Real Estate, USDA
Education
University of Michigan 1984 — 1988
BA, Communication
Cindi Gardner Cindi Gardner's Opes Advisors Experience March 2008 - June 2009
Job
Industry Financial Services
Experience
Private Mortgage Advisors June 2014 - Present
Absolute Mortgage Banking May 2011 - June 2014
Intero Foundation June 2010 - May 2011
Western Bancorp August 2009 - May 2011
Opes Advisors March 2008 - June 2009
First Priority Financial, dba CGI Mortgage February 2005 - March 2008
Pacific Mortgage Consultants February 2003 - February 2005
Mortgage Management Systems 2002 - 2003
Brookfield Funding 1992 - 1998
Skills
Mortgage Lending, Mortgage, Loans, Refinance, FHA, Investment Properties, Purchase, Home, Real Estate, Residential, First Time Home Buyers, Residential Homes, Sales, Credit, SFR, REO, Finance, Real Estate Transactions, VA loans, Loan Origination, Residential Mortgages, Real Estate Economics, Real Estate Financing, Referrals, FHA financing, Reverse Mortgages, USDA, Investors, Investments, Short Sales, Certified Mortgage..., Rentals, Foreclosures, Condos, Construction Loans, Sellers, Relocation, Mortgage Banking, Government Loans, HUD, Single Family Homes, Property
Education
University of California, Los Angeles
Bachelors, Psychology
Private Mortgage Advisors June 2014 - Present
Absolute Mortgage Banking May 2011 - June 2014
Intero Foundation June 2010 - May 2011
Western Bancorp August 2009 - May 2011
Opes Advisors March 2008 - June 2009
First Priority Financial, dba CGI Mortgage February 2005 - March 2008
Pacific Mortgage Consultants February 2003 - February 2005
Mortgage Management Systems 2002 - 2003
Brookfield Funding 1992 - 1998
Skills
Mortgage Lending, Mortgage, Loans, Refinance, FHA, Investment Properties, Purchase, Home, Real Estate, Residential, First Time Home Buyers, Residential Homes, Sales, Credit, SFR, REO, Finance, Real Estate Transactions, VA loans, Loan Origination, Residential Mortgages, Real Estate Economics, Real Estate Financing, Referrals, FHA financing, Reverse Mortgages, USDA, Investors, Investments, Short Sales, Certified Mortgage..., Rentals, Foreclosures, Condos, Construction Loans, Sellers, Relocation, Mortgage Banking, Government Loans, HUD, Single Family Homes, Property
Education
University of California, Los Angeles
Bachelors, Psychology
Julia Downs Julia Downs's Opes Advisors Experience 2010 - 2010
Job Mortgage Loan Officer at Sierra Pacific Mortgage Company, Inc.
Industry Real Estate
Experience
WJBradley Mortgage Capitol LLC. August 2013 - October 2014
BluFi Lending August 2012 - August 2013
Integrity 1st Mortgage February 2012 - August 2012
WJB November 2010 - February 2012
WJ Bradley Mortgage Capital Corporation 2010 - 2011
Opes Advisors 2010 - 2010
Skills
Investment Properties, Conventional, VA, FHA, Refinance, Loan Origination, Mortgage Lending, First Time Home Buyers, Mortgage Banking, Certified Mortgage..., FHA financing, USDA, VA loans, Finance, Loans, Sellers, Real Estate, Residential Mortgages, Investors, Real Estate Financing, Mortgage Underwriting, Government Loans, Real Estate Economics, REO, Short Sales, Foreclosures, Referrals, Home Equity Loans, Reverse Mortgages
Education
University of California, Los Angeles
BACHELOR, BUISNESS/COMMUNICATIONS
WJBradley Mortgage Capitol LLC. August 2013 - October 2014
BluFi Lending August 2012 - August 2013
Integrity 1st Mortgage February 2012 - August 2012
WJB November 2010 - February 2012
WJ Bradley Mortgage Capital Corporation 2010 - 2011
Opes Advisors 2010 - 2010
Skills
Investment Properties, Conventional, VA, FHA, Refinance, Loan Origination, Mortgage Lending, First Time Home Buyers, Mortgage Banking, Certified Mortgage..., FHA financing, USDA, VA loans, Finance, Loans, Sellers, Real Estate, Residential Mortgages, Investors, Real Estate Financing, Mortgage Underwriting, Government Loans, Real Estate Economics, REO, Short Sales, Foreclosures, Referrals, Home Equity Loans, Reverse Mortgages
Education
University of California, Los Angeles
BACHELOR, BUISNESS/COMMUNICATIONS
Lorin Wamsley Lorin Wamsley's Opes Advisors Experience May 2012 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors May 2012 - Present
Precision Funding June 2007 - April 2012
The Lending Team February 2005 - June 2007
Certified Financial Services November 2001 - February 2005
Skills
FHA, Mortgage Banking, VA loans, Loans, NMLS, FHA financing, Credit, Loan Origination, Mortgage Lending, Refinance, Credit Analysis, Customer Service, USDA, Residential Mortgages, Reverse Mortgages
Education
University of Oregon 1971 — 1974
BS, Business
Opes Advisors May 2012 - Present
Precision Funding June 2007 - April 2012
The Lending Team February 2005 - June 2007
Certified Financial Services November 2001 - February 2005
Skills
FHA, Mortgage Banking, VA loans, Loans, NMLS, FHA financing, Credit, Loan Origination, Mortgage Lending, Refinance, Credit Analysis, Customer Service, USDA, Residential Mortgages, Reverse Mortgages
Education
University of Oregon 1971 — 1974
BS, Business
Paula Cochran Paula Cochran's Opes Advisors Experience June 2011 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors June 2011 - Present
Western Bancorp 2011 - September 2011
The Loan Source 2008 - January 2011
Indymac Bank 2006 - 2008
Silver State Mortgage 2005 - 2006
American Home Mortgage 2004 - 2005
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, FHA, Refinance, First Time Home Buyers, Real Estate, Finance, Construction Loans, Investments, Residential Mortgages, Credit, VA loans, Mortgage Marketing, Loans, Investment Properties, USDA, Reverse Mortgages, Real Estate Economics, USDA Rural Housing, Property Management, REO, Single Family Homes, Investors, Residential Homes, Short Sales, FHA financing, Government Loans, Mortgage Underwriting, Commercial Mortgages, Loss Mitigation, Certified Mortgage..., HUD, Down Payment Assistance, Real Estate Financing
Education
University of Florida 1969 — 1975
Master of Arts (M.A.), Vocational Rehabilitation Counseling/Counselor
Clermont High School 1965 — 1969
High School, High School
Opes Advisors June 2011 - Present
Western Bancorp 2011 - September 2011
The Loan Source 2008 - January 2011
Indymac Bank 2006 - 2008
Silver State Mortgage 2005 - 2006
American Home Mortgage 2004 - 2005
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, FHA, Refinance, First Time Home Buyers, Real Estate, Finance, Construction Loans, Investments, Residential Mortgages, Credit, VA loans, Mortgage Marketing, Loans, Investment Properties, USDA, Reverse Mortgages, Real Estate Economics, USDA Rural Housing, Property Management, REO, Single Family Homes, Investors, Residential Homes, Short Sales, FHA financing, Government Loans, Mortgage Underwriting, Commercial Mortgages, Loss Mitigation, Certified Mortgage..., HUD, Down Payment Assistance, Real Estate Financing
Education
University of Florida 1969 — 1975
Master of Arts (M.A.), Vocational Rehabilitation Counseling/Counselor
Clermont High School 1965 — 1969
High School, High School
Allison Toh Allison Toh's Opes Advisors Experience June 2014 - August 2014
Job Student at University of Southern California
Industry Marketing and Advertising
Experience
Kabam June 2015 - August 2015
Daily Trojan May 2014 - December 2014
USC Annenberg School for Communication and Journalism January 2014 - December 2014
Opes Advisors June 2014 - August 2014
Daily Trojan January 2014 - May 2014
Daily Trojan January 2013 - December 2013
KalioCommerce June 2013 - August 2013
Skills
Social Media, Press Releases, Advertising, Social Media Marketing, Editing, Marketing, Photoshop, Writing, InDesign, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Communication, Senior
ACCENT London 2015 — 2015
Communication, General, Junior
Saratoga High School 2008 — 2012
Kabam June 2015 - August 2015
Daily Trojan May 2014 - December 2014
USC Annenberg School for Communication and Journalism January 2014 - December 2014
Opes Advisors June 2014 - August 2014
Daily Trojan January 2014 - May 2014
Daily Trojan January 2013 - December 2013
KalioCommerce June 2013 - August 2013
Skills
Social Media, Press Releases, Advertising, Social Media Marketing, Editing, Marketing, Photoshop, Writing, InDesign, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
University of Southern California 2012 — 2016
Bachelor of Arts (B.A.), Communication, Senior
ACCENT London 2015 — 2015
Communication, General, Junior
Saratoga High School 2008 — 2012
Marissa Myers Marissa Myers's Opes Advisors Experience July 2015 - Present
Job Director of Marketing at Opes Advisors
Industry Real Estate
Experience
Opes Advisors July 2015 - Present
Dreyfus Sotheby's International Realty August 2009 - July 2015
Marissa Myers Consulting March 2008 - December 2011
First Presbyterian Church Palo Alto August 2008 - July 2011
Columbia Seminary September 2006 - May 2008
Itron (formerly Quantum Consulting) January 2000 - January 2005
Skills
Digital Marketing, Marketing Strategy, People Management, Sales enablement, Email Marketing, Project Management, Social Media, Marketing Analytics, Content Marketing, Public Speaking, Copywriting, Buyer Personas, Creative Development, Budget Management
Education
Indiana University
Ph.D, Quantitative Political Science
University of California, Davis
B.A, International Relations
Opes Advisors July 2015 - Present
Dreyfus Sotheby's International Realty August 2009 - July 2015
Marissa Myers Consulting March 2008 - December 2011
First Presbyterian Church Palo Alto August 2008 - July 2011
Columbia Seminary September 2006 - May 2008
Itron (formerly Quantum Consulting) January 2000 - January 2005
Skills
Digital Marketing, Marketing Strategy, People Management, Sales enablement, Email Marketing, Project Management, Social Media, Marketing Analytics, Content Marketing, Public Speaking, Copywriting, Buyer Personas, Creative Development, Budget Management
Education
Indiana University
Ph.D, Quantitative Political Science
University of California, Davis
B.A, International Relations
Robert Coombs's Opes Advisors Experience July 2013 - Present
Job Content Marketing Manager
Industry Marketing and Advertising
Experience
Opes Advisors July 2013 - Present
Presidio Graduate School January 2014 - Present
Presidio Graduate School July 2011 - January 2014
Mike King State Farm Insurance Agency May 2011 - July 2013
Spark Performance December 2007 - August 2009
Vine Wine Bar August 2006 - December 2007
State Farm Insurance April 1989 - July 2006
Skills
Strategic Planning, Strategy, Public Speaking, Marketing, Sustainable Business, Management, Project Management, Strategic Communications, Sustainability, Organizational..., Corporate Social..., Stakeholder Engagement, Advertising, Research, Project Planning, Communications Strategy, University Teaching, Leadership, Program Management
Education
Presidio Graduate School 2009 — 2011
MBA, Sustainable Leadership and Communication
University of Delaware 1984 — 1988
BA, History, Political Science
Opes Advisors July 2013 - Present
Presidio Graduate School January 2014 - Present
Presidio Graduate School July 2011 - January 2014
Mike King State Farm Insurance Agency May 2011 - July 2013
Spark Performance December 2007 - August 2009
Vine Wine Bar August 2006 - December 2007
State Farm Insurance April 1989 - July 2006
Skills
Strategic Planning, Strategy, Public Speaking, Marketing, Sustainable Business, Management, Project Management, Strategic Communications, Sustainability, Organizational..., Corporate Social..., Stakeholder Engagement, Advertising, Research, Project Planning, Communications Strategy, University Teaching, Leadership, Program Management
Education
Presidio Graduate School 2009 — 2011
MBA, Sustainable Leadership and Communication
University of Delaware 1984 — 1988
BA, History, Political Science
Justin Bradbury Justin Bradbury's Opes Advisors Experience March 2011 - April 2013
Job Demand Generator and Growth Hacker
Industry Marketing and Advertising
Experience
TubeMogul, Inc. April 2013 - Present
Opes Advisors March 2011 - April 2013
The Byer Manufacturing CO. September 2009 - March 2011
KahBang music art film December 2008 - December 2010
Bangor Metro Magazine November 2008 - September 2009
Edge Media Group February 2008 - November 2008
WABI TV 5 April 2007 - February 2008
Skills
Demand Generation, Marketing Strategy, Advertising, Marketing, SEO, Digital Media, Online Advertising, Social Media, Email Marketing, Social Media Marketing, Event Planning, Direct Marketing, Web Design, Social Networking, Marketing Communications, Online Marketing, Corporate Branding, Digital Marketing, Digital Strategy
Education
University of Maine 2003 — 2007
B.A., Communication Theory
TubeMogul, Inc. April 2013 - Present
Opes Advisors March 2011 - April 2013
The Byer Manufacturing CO. September 2009 - March 2011
KahBang music art film December 2008 - December 2010
Bangor Metro Magazine November 2008 - September 2009
Edge Media Group February 2008 - November 2008
WABI TV 5 April 2007 - February 2008
Skills
Demand Generation, Marketing Strategy, Advertising, Marketing, SEO, Digital Media, Online Advertising, Social Media, Email Marketing, Social Media Marketing, Event Planning, Direct Marketing, Web Design, Social Networking, Marketing Communications, Online Marketing, Corporate Branding, Digital Marketing, Digital Strategy
Education
University of Maine 2003 — 2007
B.A., Communication Theory
Alex Noguera's Opes Advisors Experience July 2015 - Present
Job Shipping Manager at Opes Advisors
Industry Banking
Experience
Opes Advisors July 2015 - Present
Ross Stores August 2009 - Present
Gateway Bank September 2013 - July 2015
Gateway Bank May 2007 - September 2013
Loan City May 2005 - May 2007
Gateway Bank FSB July 2001 - May 2005
First Franklin Financial Corp. March 1999 - July 2001
Classe Sound Productions 1980 - 1988
Skills
Mortgage, Pricing, Accounting, Wholesale, Loans, Databases, Mortgage Lending, Banking, Analysis, Microsoft Excel, Finance, Financial Risk, Credit, Financial Analysis, Business Analysis, Mortgage Banking, Management, Credit Analysis, Sales, Financial Services, Marketing, Strategic Financial..., Consumer Lending, Residential Mortgages, Loan Origination, Commercial Banking, Retail Banking, Risk Management, Underwriting, Refinance, Investments, Capital Markets, Loan Servicing, Access, Credit Risk, Real Estate, Retail, Financial Modeling, Mergers & Acquisitions
Education
University of Phoenix, San Jose Campus 1993 — 1995
BA, Business Adminisatration
University of California, Irvine 1984 — 1988
Economics
Opes Advisors July 2015 - Present
Ross Stores August 2009 - Present
Gateway Bank September 2013 - July 2015
Gateway Bank May 2007 - September 2013
Loan City May 2005 - May 2007
Gateway Bank FSB July 2001 - May 2005
First Franklin Financial Corp. March 1999 - July 2001
Classe Sound Productions 1980 - 1988
Skills
Mortgage, Pricing, Accounting, Wholesale, Loans, Databases, Mortgage Lending, Banking, Analysis, Microsoft Excel, Finance, Financial Risk, Credit, Financial Analysis, Business Analysis, Mortgage Banking, Management, Credit Analysis, Sales, Financial Services, Marketing, Strategic Financial..., Consumer Lending, Residential Mortgages, Loan Origination, Commercial Banking, Retail Banking, Risk Management, Underwriting, Refinance, Investments, Capital Markets, Loan Servicing, Access, Credit Risk, Real Estate, Retail, Financial Modeling, Mergers & Acquisitions
Education
University of Phoenix, San Jose Campus 1993 — 1995
BA, Business Adminisatration
University of California, Irvine 1984 — 1988
Economics
Alicia Thornley's Opes Advisors Experience March 2013 - September 2013
Job a supervisor focused on their teams success
Industry Program Development
Experience
FCR February 2015 - Present
FCR January 2015 - February 2015
FCR October 2014 - January 2015
Sykes March 2014 - October 2014
The Mac Store November 2013 - February 2014
Hartwicks Kitchen Superstore October 2013 - November 2013
OPES Advisors March 2013 - September 2013
The Mac Store September 2010 - March 2013
Royal Caribbean International April 2010 - August 2010
Harry and David December 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Apple Pages, Apple Numbers, Apple Keynote, Apple Mail, Apple iPhone, Apple iPad, Apple OS, Windows, Customer Service, Customer Satisfaction, Customer Support, Technical Support, Management, Leadership, Team Leadership, Multi-line Phone, Retail, Outlook, iPad
Education
University of Oregon 2007 — 2008
Undeclared
FCR February 2015 - Present
FCR January 2015 - February 2015
FCR October 2014 - January 2015
Sykes March 2014 - October 2014
The Mac Store November 2013 - February 2014
Hartwicks Kitchen Superstore October 2013 - November 2013
OPES Advisors March 2013 - September 2013
The Mac Store September 2010 - March 2013
Royal Caribbean International April 2010 - August 2010
Harry and David December 2009 - December 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Apple Pages, Apple Numbers, Apple Keynote, Apple Mail, Apple iPhone, Apple iPad, Apple OS, Windows, Customer Service, Customer Satisfaction, Customer Support, Technical Support, Management, Leadership, Team Leadership, Multi-line Phone, Retail, Outlook, iPad
Education
University of Oregon 2007 — 2008
Undeclared
Alex Andrews Alex Andrews's Opes Advisors Experience July 2013 - September 2013
Job Corporate Account Manager at ThreatMetrix
Industry International Affairs
Experience
ThreatMetrix February 2015 - Present
ThreatMetrix October 2014 - February 2015
Opes Advisors July 2013 - September 2013
UC Education Abroad Program January 2013 - June 2013
Tax Relief USA June 2010 - September 2011
Offices of Morris A. Budak, D.D.S. January 2009 - June 2009
Mountain Camp June 2008 - August 2008
Skills
Sales, Account Management, Spanish, Social Networking, Microsoft Office, Facebook, PowerPoint, Social Media, SaaS, Customer Service, Photoshop, Social Skills, WordPress, Microsoft Excel, Microsoft Word, New Business Development, Outbound Marketing, Direct Sales, Sales Presentations, Writing, Training, Event Planning, Fraud Prevention, Salesforce.com, Strategic Selling Skills, eCommerce, Lead Generation
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Global Studies and Spanish
UC Center Rome 2012 — 2012
Italian Studies
Homestead High School 2006 — 2010
ThreatMetrix February 2015 - Present
ThreatMetrix October 2014 - February 2015
Opes Advisors July 2013 - September 2013
UC Education Abroad Program January 2013 - June 2013
Tax Relief USA June 2010 - September 2011
Offices of Morris A. Budak, D.D.S. January 2009 - June 2009
Mountain Camp June 2008 - August 2008
Skills
Sales, Account Management, Spanish, Social Networking, Microsoft Office, Facebook, PowerPoint, Social Media, SaaS, Customer Service, Photoshop, Social Skills, WordPress, Microsoft Excel, Microsoft Word, New Business Development, Outbound Marketing, Direct Sales, Sales Presentations, Writing, Training, Event Planning, Fraud Prevention, Salesforce.com, Strategic Selling Skills, eCommerce, Lead Generation
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (B.A.), Global Studies and Spanish
UC Center Rome 2012 — 2012
Italian Studies
Homestead High School 2006 — 2010
Erin Sturm Erin Sturm's Opes Advisors Experience September 2012 - Present
Job Supervisor Disclosure Department
Industry Financial Services
Experience
Opes Advisors September 2012 - Present
Restor Physical Therapy August 2011 - September 2012
Arthritis and Orthopedic Medical Clinic June 2008 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Event Planning, Leadership
Education
University of California, Davis 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Exercise Biology
Opes Advisors September 2012 - Present
Restor Physical Therapy August 2011 - September 2012
Arthritis and Orthopedic Medical Clinic June 2008 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Event Planning, Leadership
Education
University of California, Davis 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Exercise Biology
Miles Grant Miles Grant's Opes Advisors Experience June 2012 - June 2015
Job President of Buena Nova Homes
Industry Construction
Experience
Buena Nova Homes May 2015 - Present
Opes Advisors June 2012 - June 2015
Guarantee Mortgage December 2003 - May 2012
Skills
Mortgage Lending, Refinance, Investment Properties, FHA, Residential Mortgages, First Time Home Buyers, VA loans, Single Family Homes, Condos, VA Loans, Loan Origination, Investors, FHA financing, Real Estate Financing, Real Estate, Short Sales, Residential Homes, FHA Financing
Education
University of California, Santa Cruz
Bachelor’s Degree, Geology
University of Southern California
Master’s Degree, Geology
Buena Nova Homes May 2015 - Present
Opes Advisors June 2012 - June 2015
Guarantee Mortgage December 2003 - May 2012
Skills
Mortgage Lending, Refinance, Investment Properties, FHA, Residential Mortgages, First Time Home Buyers, VA loans, Single Family Homes, Condos, VA Loans, Loan Origination, Investors, FHA financing, Real Estate Financing, Real Estate, Short Sales, Residential Homes, FHA Financing
Education
University of California, Santa Cruz
Bachelor’s Degree, Geology
University of Southern California
Master’s Degree, Geology
Daniel deTar's Opes Advisors Experience October 2013 - August 2014
Job Branch Manager at Banc Home Loans, A division of Banc of California
Industry Financial Services
Experience
Banc Home Loans, A division of Banc of California August 2014 - Present
Opes Advisors October 2013 - August 2014
RPM Mortgage, formerly Lawson and Associates October 2007 - September 2013
Countrywide Home Loans August 2006 - October 2007
American Family Funding November 1993 - September 2006
Skills
First Time Home Buyers, Mortgage Lending, Loans, Leadership, Real Estate, Mortgage Banking, Refinance, REO, Analysis, Banking, Business Development, Certified Mortgage..., Commercial Lending, Credit, Credit Analysis, Customer Service, FHA, FHA financing, Finance, Financial Analysis, Funding, Government Loans, Investment Properties, Loan Origination, Management, Marketing, Mortgage Underwriting, Operations Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Recruiting, Referrals, Residential Mortgages, Sales, Sales Management, Short Sales, Team Building, Time Management, Training, Underwriting, VA loans, FHA Financing, VA Loans
Education
University of Nevada-Reno 1983 — 1987
Banc Home Loans, A division of Banc of California August 2014 - Present
Opes Advisors October 2013 - August 2014
RPM Mortgage, formerly Lawson and Associates October 2007 - September 2013
Countrywide Home Loans August 2006 - October 2007
American Family Funding November 1993 - September 2006
Skills
First Time Home Buyers, Mortgage Lending, Loans, Leadership, Real Estate, Mortgage Banking, Refinance, REO, Analysis, Banking, Business Development, Certified Mortgage..., Commercial Lending, Credit, Credit Analysis, Customer Service, FHA, FHA financing, Finance, Financial Analysis, Funding, Government Loans, Investment Properties, Loan Origination, Management, Marketing, Mortgage Underwriting, Operations Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Recruiting, Referrals, Residential Mortgages, Sales, Sales Management, Short Sales, Team Building, Time Management, Training, Underwriting, VA loans, FHA Financing, VA Loans
Education
University of Nevada-Reno 1983 — 1987
Mark C. Hall's Opes Advisors Experience April 2015 - Present
Job Mortgage Advisor Opes Advisors (NMLS#233293) ............ (805) 8951996
Industry Financial Services
Experience
Opes Advisors April 2015 - Present
PNC Mortgage December 2013 - April 2015
Wells Fargo Private Mortgage Bank April 2010 - December 2013
JPMorgan CHASE February 1994 - April 2010
JP Morgan Chase February 1994 - January 2010
Ventura County National Bank 1989 - 1992
Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1977 — 1982
BA, General Biology/Cell Physiology
Palos Verdes High School 1975 — 1977
Opes Advisors April 2015 - Present
PNC Mortgage December 2013 - April 2015
Wells Fargo Private Mortgage Bank April 2010 - December 2013
JPMorgan CHASE February 1994 - April 2010
JP Morgan Chase February 1994 - January 2010
Ventura County National Bank 1989 - 1992
Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1977 — 1982
BA, General Biology/Cell Physiology
Palos Verdes High School 1975 — 1977
Monica Montelongo Rodriguez Monica Montelongo Rodriguez's Opes Advisors Experience July 2011 - December 2014
Job Sr. Mortgage Banker at Markey Capital
Industry Financial Services
Experience
American Pacific Mortgage August 2015 - Present
Markey Capital November 2014 - Present
Opes Advisors July 2011 - December 2014
Absolute Mortgage Banking July 2011 - December 2014
The Loan Source, Inc. / WesternBancorp July 2010 - July 2011
Diversified Captial Funding May 1999 - July 2010
Home Service Associates July 1996 - July 1999
Colonial Bancorp March 1994 - July 1996
Citibank February 1990 - March 1996
Skills
FHA, Mortgage Lending, VA loans, Investment Properties, Loans, Investors, Refinance, Banking, Selling, Mortgage Banking, Short Sales, Real Estate, Customer Service, Single Family Homes, First Time Home Buyers, Finance, Loan Origination, Sellers, REO, Foreclosures, 1031 Exchanges, Real Estate Financing
Education
University of California, Los Angeles 1987 — 1988
American Pacific Mortgage August 2015 - Present
Markey Capital November 2014 - Present
Opes Advisors July 2011 - December 2014
Absolute Mortgage Banking July 2011 - December 2014
The Loan Source, Inc. / WesternBancorp July 2010 - July 2011
Diversified Captial Funding May 1999 - July 2010
Home Service Associates July 1996 - July 1999
Colonial Bancorp March 1994 - July 1996
Citibank February 1990 - March 1996
Skills
FHA, Mortgage Lending, VA loans, Investment Properties, Loans, Investors, Refinance, Banking, Selling, Mortgage Banking, Short Sales, Real Estate, Customer Service, Single Family Homes, First Time Home Buyers, Finance, Loan Origination, Sellers, REO, Foreclosures, 1031 Exchanges, Real Estate Financing
Education
University of California, Los Angeles 1987 — 1988
Evelyn Carlos Evelyn Carlos's Opes Advisors Experience October 2011 - April 2012
Job at
Industry Banking
Experience
Greenlight Loans 2014 - Present
U.S. Bank June 2012 - July 2014
Opes Advisors October 2011 - April 2012
JPMorgan Chase August 2010 - October 2011
CitiFinancial November 2007 - June 2010
First Franklin Corporation July 2006 - September 2007
New Century Mortgage Wholesale January 2006 - July 2006
New Century Mortgage Wholesale November 2003 - December 2005
Citifinancial Inc., LLC February 2001 - November 2003
Citifinancial Inc., LLC September 1998 - February 2001
Skills
Mortgage Lending, Loans, FHA, Credit, Credit Analysis, Finance, Mortgage Underwriting, Financial Services, Loan Servicing, Mortgage Banking, Management, Customer Service, Residential Mortgages, Banking
Education
University of Phoenix 2001 — 2003
Business Management
University of Guam 1991 — 1997
International Business, Minor in Marketing
Guam Community College 1990 — 1990
Adult High School Diploma
Greenlight Loans 2014 - Present
U.S. Bank June 2012 - July 2014
Opes Advisors October 2011 - April 2012
JPMorgan Chase August 2010 - October 2011
CitiFinancial November 2007 - June 2010
First Franklin Corporation July 2006 - September 2007
New Century Mortgage Wholesale January 2006 - July 2006
New Century Mortgage Wholesale November 2003 - December 2005
Citifinancial Inc., LLC February 2001 - November 2003
Citifinancial Inc., LLC September 1998 - February 2001
Skills
Mortgage Lending, Loans, FHA, Credit, Credit Analysis, Finance, Mortgage Underwriting, Financial Services, Loan Servicing, Mortgage Banking, Management, Customer Service, Residential Mortgages, Banking
Education
University of Phoenix 2001 — 2003
Business Management
University of Guam 1991 — 1997
International Business, Minor in Marketing
Guam Community College 1990 — 1990
Adult High School Diploma
Robert Huibers Robert Huibers's Opes Advisors Experience May 2011 - April 2012
Job Director of Mortgage Advisory at Sindeo
Industry Financial Services
Experience
Sindeo March 2015 - Present
Carrington Mortgage Services, Mortgage Lending Division May 2014 - March 2015
Loan Simple, Inc May 2012 - May 2014
Opes Advisors May 2011 - April 2012
First California Mortgage Company July 2010 - April 2011
The Americas Investment Group, Inc. October 2000 - June 2010
Preferred Mortgage Services May 1995 - September 2000
Skills
Research, Personal Finance, Strategic Financial..., PowerPoint, Microsoft Office, Outlook, Microsoft Word, Specific expertise in..., Financial Analysis, Microsoft Excel, Customer Service, Budgets, Project Finance, English, Windows, Real Estate Financing, Financial Advisory, Leadership, Mortgage Lending, FHA, Loans, Residential Mortgages, Loan Origination, Real Estate
Education
University of Denver - Daniels College of Business 1984 — 1986
Bachelor of Business Administration (B.B.A.), Hotel, Restaurant and Tourism Management
United States international University, San Diego 1981 — 1983
Associate's degree, Business Administration and Management, General
Latino Board Leadership
Fellowship, Leadership Skills in working with Non-Profit Boards
Sindeo March 2015 - Present
Carrington Mortgage Services, Mortgage Lending Division May 2014 - March 2015
Loan Simple, Inc May 2012 - May 2014
Opes Advisors May 2011 - April 2012
First California Mortgage Company July 2010 - April 2011
The Americas Investment Group, Inc. October 2000 - June 2010
Preferred Mortgage Services May 1995 - September 2000
Skills
Research, Personal Finance, Strategic Financial..., PowerPoint, Microsoft Office, Outlook, Microsoft Word, Specific expertise in..., Financial Analysis, Microsoft Excel, Customer Service, Budgets, Project Finance, English, Windows, Real Estate Financing, Financial Advisory, Leadership, Mortgage Lending, FHA, Loans, Residential Mortgages, Loan Origination, Real Estate
Education
University of Denver - Daniels College of Business 1984 — 1986
Bachelor of Business Administration (B.B.A.), Hotel, Restaurant and Tourism Management
United States international University, San Diego 1981 — 1983
Associate's degree, Business Administration and Management, General
Latino Board Leadership
Fellowship, Leadership Skills in working with Non-Profit Boards
Judith Lamarre Judith Lamarre's Opes Advisors Experience November 2005 - February 2010
Job Executive Coaching and Consulting
Industry Professional Training & Coaching
Experience
EverBank August 2013 - July 2014
Boston Private Bank February 2010 - August 2013
Opes Advisors November 2005 - February 2010
First Horizon Home Loans 2000 - November 2005
First Republic Bank 1993 - 2000
Chase PFS 1990 - 1993
Skills
Public Speaking, Credit, Mortgage Lending, Loans, Refinance, Real Estate, Event Planning, Residential Mortgages, Loan Origination, Construction Loans, Credit Risk, Finance, Management, Investment Properties, Financial Analysis, Risk Management, Sales, Investments, Strategic Planning
Education
University of Massachusetts, Amherst
BA
EverBank August 2013 - July 2014
Boston Private Bank February 2010 - August 2013
Opes Advisors November 2005 - February 2010
First Horizon Home Loans 2000 - November 2005
First Republic Bank 1993 - 2000
Chase PFS 1990 - 1993
Skills
Public Speaking, Credit, Mortgage Lending, Loans, Refinance, Real Estate, Event Planning, Residential Mortgages, Loan Origination, Construction Loans, Credit Risk, Finance, Management, Investment Properties, Financial Analysis, Risk Management, Sales, Investments, Strategic Planning
Education
University of Massachusetts, Amherst
BA
Kenji Bleicker's Opes Advisors Experience April 2007 - Present
Job Client Services Planner, CFP® at Opes Advisors
Industry Financial Services
Experience
Opes Advisors April 2007 - Present
Spirent Communications November 2000 - March 2007
Santa Clara County Dept of Social Services March 2000 - November 2000
EMQ Children & Family Services February 1999 - March 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Asset Management, Strategic Planning
Education
University of Michigan 1997 — 1998
MSW, Social Work
University of California, Santa Cruz 1990 — 1992
BA, Psychology
Opes Advisors April 2007 - Present
Spirent Communications November 2000 - March 2007
Santa Clara County Dept of Social Services March 2000 - November 2000
EMQ Children & Family Services February 1999 - March 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Asset Management, Strategic Planning
Education
University of Michigan 1997 — 1998
MSW, Social Work
University of California, Santa Cruz 1990 — 1992
BA, Psychology
Manuel Kong's Opes Advisors Experience May 2011 - October 2015
Job Senior Underwriter
Industry Financial Services
Experience
Opes Advisors May 2011 - October 2015
Bank of America (Contract) March 2011 - May 2011
Realty West November 2009 - September 2010
Keyrose Corporation August 2009 - November 2009
Wachovia Mortgage September 2008 - May 2009
Trans Pacific National Bank January 2008 - September 2008
Transnational Financial Network June 1998 - September 2007
Skills
Loans, Mortgage Underwriting, Underwriting, FHA, Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Credit
Education
University of San Francisco 1974 — 1979
Bachelor of Science, Business Administration
Opes Advisors May 2011 - October 2015
Bank of America (Contract) March 2011 - May 2011
Realty West November 2009 - September 2010
Keyrose Corporation August 2009 - November 2009
Wachovia Mortgage September 2008 - May 2009
Trans Pacific National Bank January 2008 - September 2008
Transnational Financial Network June 1998 - September 2007
Skills
Loans, Mortgage Underwriting, Underwriting, FHA, Loan Origination, Residential Mortgages, Mortgage Banking, Mortgage Lending, Credit
Education
University of San Francisco 1974 — 1979
Bachelor of Science, Business Administration
Ian McGibben's Opes Advisors Experience June 2010 - February 2011
Job Real Estate Finance Specialist
Industry Real Estate
Experience
1st RE Services, Inc. February 2011 - Present
Opes Advisors June 2010 - February 2011
Clarion Mortgage Capital November 1993 - May 2010
Skills
New Business Development, Marketing Strategy, Real Estate, Marketing, Investments, Team Building, Mobile Devices, Sales, Business Development, Mergers & Acquisitions, Sales Management, Finance, Mortgage Lending, Salesforce.com, Loans, Residential Mortgages, Direct Marketing, Social Media Marketing, Small Business, Entrepreneurship, Strategic Planning, Mortgage Banking, Customer Service, Investment Properties, Credit, Budgets, Business Strategy, Microsoft Excel, Leadership, Selling, Financial Analysis, Microsoft Office, Start-ups, Management
Education
University of Colorado at Boulder 1981 — 1986
BS, Finance
Woodside High School 1978 — 1981
1st RE Services, Inc. February 2011 - Present
Opes Advisors June 2010 - February 2011
Clarion Mortgage Capital November 1993 - May 2010
Skills
New Business Development, Marketing Strategy, Real Estate, Marketing, Investments, Team Building, Mobile Devices, Sales, Business Development, Mergers & Acquisitions, Sales Management, Finance, Mortgage Lending, Salesforce.com, Loans, Residential Mortgages, Direct Marketing, Social Media Marketing, Small Business, Entrepreneurship, Strategic Planning, Mortgage Banking, Customer Service, Investment Properties, Credit, Budgets, Business Strategy, Microsoft Excel, Leadership, Selling, Financial Analysis, Microsoft Office, Start-ups, Management
Education
University of Colorado at Boulder 1981 — 1986
BS, Finance
Woodside High School 1978 — 1981
Elisa Garibay's Opes Advisors Experience November 2012 - Present
Job Associate Wealth Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Opes Advisors November 2012 - Present
The Rotunda at Neiman Marcus 2012 - 2012
Ooh La La Catering 2010 - 2012
HP Autonomy 2010 - 2010
Waddell & Reed 2009 - 2010
Ameriprise Financial 2008 - 2009
Ameriprise Financial 2006 - 2008
General Nutrition Centers, Inc 2000 - 2006
Education
University of San Francisco 2002 — 2006
B.S., Marketing, Cum Laude
Saint Francis Highschool 1998 — 2002
Noel McCord's Opes Advisors Experience February 2011 - Present
Job Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors February 2011 - Present
MetLife Home Loans 2008 - 2011
FirstNet Mortgage 2004 - 2008
PFS Mortgage Loans 2003 - 2004
Education
University of California, San Diego 1991 — 1995
Opes Advisors February 2011 - Present
MetLife Home Loans 2008 - 2011
FirstNet Mortgage 2004 - 2008
PFS Mortgage Loans 2003 - 2004
Education
University of California, San Diego 1991 — 1995
Curtis Dair's Opes Advisors Experience July 2013 - Present
Job CFO at Opes Advisors
Industry Banking
Experience
Opes Advisors July 2013 - Present
Rabobank NA May 2010 - July 2013
The Golden 1 Credit Union 2003 - May 2010
Bancorp Financial Services 2000 - 2002
Indymac Bank 1997 - 2000
Commerce Security Bank 1990 - 1997
KPMG Peat Marwick 1983 - 1990
Skills
Loans, Banking, Credit, Risk Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Finance, Commercial Banking, Mortgage Banking, Cash Management, Commercial Lending, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
BS, Accounting/Finance
Opes Advisors July 2013 - Present
Rabobank NA May 2010 - July 2013
The Golden 1 Credit Union 2003 - May 2010
Bancorp Financial Services 2000 - 2002
Indymac Bank 1997 - 2000
Commerce Security Bank 1990 - 1997
KPMG Peat Marwick 1983 - 1990
Skills
Loans, Banking, Credit, Risk Management, Mortgage Lending, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Finance, Commercial Banking, Mortgage Banking, Cash Management, Commercial Lending, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1981 — 1983
BS, Accounting/Finance
MAUREEN HERMANN's Opes Advisors Experience May 2009 - December 2009
Job
Industry Real Estate
Experience
Renovate America November 2012 - 2015
Monterey Country Club September 2010 - June 2012
Opes Advisors May 2009 - December 2009
Rancho La Quinta Country Club September 2008 - May 2009
Energy Controls and Concepts April 2008 - April 2009
JP Morgan Chase August 2006 - May 2008
Silvergate Bank February 2002 - January 2004
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Refinance, Underwriting, FHA, Loan Origination, Real Estate, Real Estate Economics, Banking, Investment Properties, Selling, Finance, Residential Mortgages
Education
University of Oregon 1976 — 1978
Bachelor of Science, Park and Recreation Management
Los Altos High School 1969 — 1973
High School Diploma, General
Renovate America November 2012 - 2015
Monterey Country Club September 2010 - June 2012
Opes Advisors May 2009 - December 2009
Rancho La Quinta Country Club September 2008 - May 2009
Energy Controls and Concepts April 2008 - April 2009
JP Morgan Chase August 2006 - May 2008
Silvergate Bank February 2002 - January 2004
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Refinance, Underwriting, FHA, Loan Origination, Real Estate, Real Estate Economics, Banking, Investment Properties, Selling, Finance, Residential Mortgages
Education
University of Oregon 1976 — 1978
Bachelor of Science, Park and Recreation Management
Los Altos High School 1969 — 1973
High School Diploma, General
Diana Andrews's Opes Advisors Experience February 2010 - Present
Job Director, Retail Operations at Opes Advisors
Industry Financial Services
Experience
Opes Advisors February 2010 - Present
Morgan Stanley Smith Barney February 2009 - February 2010
Andrews Investment Company May 2006 - February 2009
Wells Fargo Home Mortgage July 2003 - May 2007
Addison Avenue Federal Credit Union January 2001 - June 2003
Hewlett-Packard December 1995 - January 2001
PIB Mortgage Company June 1989 - August 1994
Skills
Mortgage Lending, Securities, Asset Allocation, Strategy, Team Leadership, Banking, Investments, Loans, Financial Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Managerial Finance, Mortgage Banking, Loan Origination, Strategic Financial..., Portfolio Management, Leadership, Management
Education
University of California, Davis 1981 — 1985
BA, Economics, English
Opes Advisors February 2010 - Present
Morgan Stanley Smith Barney February 2009 - February 2010
Andrews Investment Company May 2006 - February 2009
Wells Fargo Home Mortgage July 2003 - May 2007
Addison Avenue Federal Credit Union January 2001 - June 2003
Hewlett-Packard December 1995 - January 2001
PIB Mortgage Company June 1989 - August 1994
Skills
Mortgage Lending, Securities, Asset Allocation, Strategy, Team Leadership, Banking, Investments, Loans, Financial Analysis, Financial Services, Risk Management, Mergers & Acquisitions, Managerial Finance, Mortgage Banking, Loan Origination, Strategic Financial..., Portfolio Management, Leadership, Management
Education
University of California, Davis 1981 — 1985
BA, Economics, English
Pat McKinnon's Opes Advisors Experience June 2005 - Present
Job Controller at Opes Advisors
Industry Financial Services
Experience
Opes Advisors June 2005 - Present
RadVault, Inc. August 2000 - May 2005
Hudson, ICS 1998 - 2000
Skills
Financial Management, Payroll Administration, Financial Audits, Payroll, Managerial Finance, Finance, Start-ups, Accounting, Human Resources, Credit, Accounts Receivable, Financial Analysis, Accounts Payable, Cash Management, Financial Statements, Management, Banking, Budgets, Internal Controls, General Ledger, Auditing
Education
University of Phoenix 1998 — 2000
Bachelor’s Degree, Business Admininstration with emphasis in accounting and BS in Marketing, 4.0
University of Phoenix 1998 — 2000
BS, Business Administration with emphasis in accountng, Business Adminstration and Marketing
Opes Advisors June 2005 - Present
RadVault, Inc. August 2000 - May 2005
Hudson, ICS 1998 - 2000
Skills
Financial Management, Payroll Administration, Financial Audits, Payroll, Managerial Finance, Finance, Start-ups, Accounting, Human Resources, Credit, Accounts Receivable, Financial Analysis, Accounts Payable, Cash Management, Financial Statements, Management, Banking, Budgets, Internal Controls, General Ledger, Auditing
Education
University of Phoenix 1998 — 2000
Bachelor’s Degree, Business Admininstration with emphasis in accounting and BS in Marketing, 4.0
University of Phoenix 1998 — 2000
BS, Business Administration with emphasis in accountng, Business Adminstration and Marketing
Andrea Luke's Opes Advisors Experience July 2013 - November 2013
Job Business Development Director
Industry Financial Services
Experience
MarKey Capital November 2013 - July 2014
Opes Advisors July 2013 - November 2013
Burke Williams Day Spas, Inc. August 2012 - February 2013
Hi-Trans Express Pty Ltd 2009 - 2010
Holy Trinity Brompton, UK May 2008 - 2009
Eagle Financial Solutions, SA 2007 - April 2008
African Polymers 2006 - 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Sales, Marketing, Event Planning, Social Networking, Editing, Administrative..., Social Media Marketing, Salesforce.com, Online Marketing, Customer Service, Public Speaking, CRM, Retail
Education
University of Johannesburg 2003 — 2007
BA Psychology, Education
MarKey Capital November 2013 - July 2014
Opes Advisors July 2013 - November 2013
Burke Williams Day Spas, Inc. August 2012 - February 2013
Hi-Trans Express Pty Ltd 2009 - 2010
Holy Trinity Brompton, UK May 2008 - 2009
Eagle Financial Solutions, SA 2007 - April 2008
African Polymers 2006 - 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Sales, Marketing, Event Planning, Social Networking, Editing, Administrative..., Social Media Marketing, Salesforce.com, Online Marketing, Customer Service, Public Speaking, CRM, Retail
Education
University of Johannesburg 2003 — 2007
BA Psychology, Education
richard cunningham, CFA's Opes Advisors Experience April 2012 - April 2014
Job Private Wealth Advisor at Umpqua Investments, Inc.
Industry Investment Management
Experience
Umpqua Investments, Inc. April 2014 - Present
Opes Advisors April 2012 - April 2014
Morgan Stanley June 2010 - May 2012
comerica bank April 2006 - June 2010
Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management
Education
University of North Texas 1986 — 1988
MBA, Finance/Accounting
University of Leeds 1982 — 1986
BA Hons, Finance / Marketing
Umpqua Investments, Inc. April 2014 - Present
Opes Advisors April 2012 - April 2014
Morgan Stanley June 2010 - May 2012
comerica bank April 2006 - June 2010
Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management
Education
University of North Texas 1986 — 1988
MBA, Finance/Accounting
University of Leeds 1982 — 1986
BA Hons, Finance / Marketing
Leann Mills's Opes Advisors Experience July 2012 - September 2013
Job Mortgage Underwriter
Industry Financial Services
Experience
Oregon Community Credit Union December 2013 - Present
Opes Advisors July 2012 - September 2013
Opes Advisors, Inc. April 2010 - February 2011
Netmore America June 2009 - March 2010
GB Mortgage (aka GN Mortgage) August 1998 - June 2009
Skills
USDA, Mortgage Lending, Mortgage Banking, FHA, Underwriting, Loan Origination, Loans, Credit, Investment Properties, Refinance, VA loans, Residential Mortgages, FHA financing, Mortgage Underwriting, Government Loans
Education
Marist High School
University of Oregon
Oregon Community Credit Union December 2013 - Present
Opes Advisors July 2012 - September 2013
Opes Advisors, Inc. April 2010 - February 2011
Netmore America June 2009 - March 2010
GB Mortgage (aka GN Mortgage) August 1998 - June 2009
Skills
USDA, Mortgage Lending, Mortgage Banking, FHA, Underwriting, Loan Origination, Loans, Credit, Investment Properties, Refinance, VA loans, Residential Mortgages, FHA financing, Mortgage Underwriting, Government Loans
Education
Marist High School
University of Oregon
Courtney Burrill's Opes Advisors Experience March 2014 - July 2014
Job Financial Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Main Street Hub September 2014 - February 2015
Opes Advisors March 2014 - July 2014
Opes Advisors December 2012 - March 2014
Neiman Marcus January 2012 - December 2012
Nordstrom November 2009 - January 2012
Skills
Retail, Sales, Management, Fashion, Marketing
Education
University of California, Santa Barbara 2006 — 2010
BA, Sociology
Charles Schwab April 2015 - Present
Main Street Hub September 2014 - February 2015
Opes Advisors March 2014 - July 2014
Opes Advisors December 2012 - March 2014
Neiman Marcus January 2012 - December 2012
Nordstrom November 2009 - January 2012
Skills
Retail, Sales, Management, Fashion, Marketing
Education
University of California, Santa Barbara 2006 — 2010
BA, Sociology
Kathi Normington's Opes Advisors Experience August 2011 - Present
Job Production Manager at Opes Advisors
Industry Financial Services
Experience
Opes Advisors August 2011 - Present
Bank of America February 2010 - August 2011
MetLife Home Loans June 2003 - February 2010
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Sociology
Opes Advisors August 2011 - Present
Bank of America February 2010 - August 2011
MetLife Home Loans June 2003 - February 2010
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Sociology
rabah azzoug's Opes Advisors Experience May 2013 - Present
Job cutch chez Opes Advisors
Industry
Experience
Opes Advisors May 2013 - Present
Education
Université Badji Mokhtar de Annaba 2012 — 2013
Opes Advisors May 2013 - Present
Education
Université Badji Mokhtar de Annaba 2012 — 2013
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY