Opes Advisors, Inc.
Industry: Company
DescriptionFounded: 2004 Subsidiary: Opes Advisors, Inc., Asset Management Arm
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Opes Advisors, Inc. Employees
Employee
Years
Job
Industry
Sossity Nico Sossity Nico's Opes Advisors, Inc. Experience 2015 - Present
Job Senior Strategist & Talent Acquisition
Industry Broadcast Media
Experience
Opes Advisors, Inc. 2015 - Present
The Social Network Station 2011 - Present
The Social Network Station thesocialnetworkshow.com November 2010 - Present
Skills
Customer Service, Blogging, Microsoft Office, Public Speaking, PowerPoint, Teaching, Training, Columnist, Creative Writing, Influential Communicator, Time Management, Social Networking, Editing, Social Media, Research, Community Outreach, Strategic Planning, Teamwork, Team Building, Digital Media, Strategic Communications, Leadership Development, Sales, Event Management, Fundraising, Social Media Marketing, Content Development, Public Relations, Marketing, Marketing Strategy, Management, Nonprofits, Event Planning, Strategy, Leadership, Marketing Communications
Education
University of California, Santa Cruz
B.A, Business Management Economics
Cabrillo College
Associate of Arts and Sciences (A.A.S.), Anatomy
Opes Advisors, Inc. 2015 - Present
The Social Network Station 2011 - Present
The Social Network Station thesocialnetworkshow.com November 2010 - Present
Skills
Customer Service, Blogging, Microsoft Office, Public Speaking, PowerPoint, Teaching, Training, Columnist, Creative Writing, Influential Communicator, Time Management, Social Networking, Editing, Social Media, Research, Community Outreach, Strategic Planning, Teamwork, Team Building, Digital Media, Strategic Communications, Leadership Development, Sales, Event Management, Fundraising, Social Media Marketing, Content Development, Public Relations, Marketing, Marketing Strategy, Management, Nonprofits, Event Planning, Strategy, Leadership, Marketing Communications
Education
University of California, Santa Cruz
B.A, Business Management Economics
Cabrillo College
Associate of Arts and Sciences (A.A.S.), Anatomy
Shelly Garza Shelly Garza's Opes Advisors, Inc. Experience January 2010 - December 2011
Job Business Development and Connector Strategist
Industry Management Consulting
Experience
M Squared Consulting a SolomonEdwards Company December 2011 - Present
Opes Advisors, Inc. January 2010 - December 2011
RPM Mortgage Inc September 2008 - February 2010
Avantis Capital April 2004 - September 2008
Hall Kinion 1992 - 1998
Reel Grobman & Associates January 1989 - June 1992
Skills
Social Media Integration, Business Development, Business Intelligence, Client Services, Sales Operations, Teamwork, Operational Due..., Salesforce.com, Financial Services, Program Management, Leadership, Change Management, Lead Generation, Sales, Consulting
Education
San Jose State University 1986 — 1991
Bachelor of Science, Interior Architecture / Minor in Fine Art
M Squared Consulting a SolomonEdwards Company December 2011 - Present
Opes Advisors, Inc. January 2010 - December 2011
RPM Mortgage Inc September 2008 - February 2010
Avantis Capital April 2004 - September 2008
Hall Kinion 1992 - 1998
Reel Grobman & Associates January 1989 - June 1992
Skills
Social Media Integration, Business Development, Business Intelligence, Client Services, Sales Operations, Teamwork, Operational Due..., Salesforce.com, Financial Services, Program Management, Leadership, Change Management, Lead Generation, Sales, Consulting
Education
San Jose State University 1986 — 1991
Bachelor of Science, Interior Architecture / Minor in Fine Art
Arnie von Massenhausen Arnie von Massenhausen's Opes Advisors, Inc. Experience September 2015 - Present
Job Mortgage Advisor at Opes Advisors, Inc.
Industry Real Estate
Experience
Opes Advisors, Inc. September 2015 - Present
Princeton Capital September 2007 - September 2015
Coldwell Banker Real Estate 1996 - 2008
Countrywide Home Loans 2005 - 2007
Skills
FHA, Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Residential Mortgages, Credit, USDA, First Time Home Buyers, Investment Properties, VA loans, Real Estate Financing, FHA financing, REO, Real Estate Transactions, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Investments, Finance, Underwriting, Referrals, Real Estate, Loss Mitigation, Short Sales, Real Estate Economics, Foreclosures, Credit Analysis
Education
Santa Clara University 1982 — 1986
Bachelor of Science, Commerce, Finance
Saint Francis High School 1978 — 1982
Opes Advisors, Inc. September 2015 - Present
Princeton Capital September 2007 - September 2015
Coldwell Banker Real Estate 1996 - 2008
Countrywide Home Loans 2005 - 2007
Skills
FHA, Mortgage Banking, Mortgage Lending, Loans, Refinance, Loan Origination, Residential Mortgages, Credit, USDA, First Time Home Buyers, Investment Properties, VA loans, Real Estate Financing, FHA financing, REO, Real Estate Transactions, Certified Mortgage..., Reverse Mortgages, Mortgage Underwriting, Investments, Finance, Underwriting, Referrals, Real Estate, Loss Mitigation, Short Sales, Real Estate Economics, Foreclosures, Credit Analysis
Education
Santa Clara University 1982 — 1986
Bachelor of Science, Commerce, Finance
Saint Francis High School 1978 — 1982
Corrine Palacios Corrine Palacios's Opes Advisors, Inc. Experience November 2007 - April 2009
Job Principal
Industry Financial Services
Experience
Cohesive Approach April 2015 - Present
Opes Advisors October 2004 - November 2014
Opes Advisors, Inc. November 2007 - April 2009
Opes Advisors, Inc. October 2004 - November 2007
Sun Microsystems 1998 - 2003
Insync Systems, Inc. 1995 - 1999
GE Plastics 1986 - 1994
Skills
Business Analysis, Cross-functional Team..., Change Management, Strategy, Leadership, Project Management, Business Process..., Start-ups, Continuous Improvement..., Management, Problem Solving, CRM
Education
Lawrence Technological University
Bachelor of Science (BS), Mechanical Engineering
The Aji Network
Leadership, Entrepreneurship, Innovation and Accumulating Power
University of California, Santa Cruz
Professional Courses, Silicon Valley
Cohesive Approach April 2015 - Present
Opes Advisors October 2004 - November 2014
Opes Advisors, Inc. November 2007 - April 2009
Opes Advisors, Inc. October 2004 - November 2007
Sun Microsystems 1998 - 2003
Insync Systems, Inc. 1995 - 1999
GE Plastics 1986 - 1994
Skills
Business Analysis, Cross-functional Team..., Change Management, Strategy, Leadership, Project Management, Business Process..., Start-ups, Continuous Improvement..., Management, Problem Solving, CRM
Education
Lawrence Technological University
Bachelor of Science (BS), Mechanical Engineering
The Aji Network
Leadership, Entrepreneurship, Innovation and Accumulating Power
University of California, Santa Cruz
Professional Courses, Silicon Valley
Sue Siudzinski Sue Siudzinski's Opes Advisors, Inc. Experience July 2012 - Present
Job Director of Servicing at Opes Advisors, Inc.
Industry Financial Services
Experience
Opes Advisors, Inc. July 2012 - Present
First Technology Federal Credit Union January 2011 - March 2012
First Technology Federal Credit Union 2005 - 2011
First Technology Federal Credit Union 1998 - 2005
Stanford Federal CU 1995 - 1998
PIB Mortgage Company 1990 - 1995
Skills
Mortgage, Loans, Loan Origination, Servicing, Mortgage Lending, Operations, Project Management, Business Process..., System Conversions, Team Leadership, Leadership Development, Cross-functional Team..., Mentoring Of Staff, Strategic Planning, Building Relationships, Collaboration, Customer Satisfaction, Training, Consumer Lending, Mergers & Acquisitions, Credit, Billing Systems, Leadership, Loan Servicing, Risk Management, Banking, Financial Services, Management, Credit Unions
Education
CUNA Management School 2008 — 2011
Graduate, Credit Union
Mission College 1978 — 1980
AA, General
Opes Advisors, Inc. July 2012 - Present
First Technology Federal Credit Union January 2011 - March 2012
First Technology Federal Credit Union 2005 - 2011
First Technology Federal Credit Union 1998 - 2005
Stanford Federal CU 1995 - 1998
PIB Mortgage Company 1990 - 1995
Skills
Mortgage, Loans, Loan Origination, Servicing, Mortgage Lending, Operations, Project Management, Business Process..., System Conversions, Team Leadership, Leadership Development, Cross-functional Team..., Mentoring Of Staff, Strategic Planning, Building Relationships, Collaboration, Customer Satisfaction, Training, Consumer Lending, Mergers & Acquisitions, Credit, Billing Systems, Leadership, Loan Servicing, Risk Management, Banking, Financial Services, Management, Credit Unions
Education
CUNA Management School 2008 — 2011
Graduate, Credit Union
Mission College 1978 — 1980
AA, General
Andy Block Andy Block's Opes Advisors, Inc. Experience November 2005 - Present
Job Mortgage Advisor/Personal Finance Advisor at Opes Advisors, NMLS#293174
Industry Financial Services
Experience
Opes Advisors, Inc. November 2005 - Present
First Horizon Home Loans November 2001 - November 2005
Washington Mutual June 1998 - November 2001
Home Savings of America June 1993 - June 1998
Skills
Loans, Residential Mortgages, Refinance, Mortgage Banking, Wealth Management, FHA, Loan Origination, Reverse Mortgages
Education
University of California, Santa Barbara 1981 — 1985
BA, Political Science
Opes Advisors, Inc. November 2005 - Present
First Horizon Home Loans November 2001 - November 2005
Washington Mutual June 1998 - November 2001
Home Savings of America June 1993 - June 1998
Skills
Loans, Residential Mortgages, Refinance, Mortgage Banking, Wealth Management, FHA, Loan Origination, Reverse Mortgages
Education
University of California, Santa Barbara 1981 — 1985
BA, Political Science
Michelle Brandt's Opes Advisors, Inc. Experience September 2015 - Present
Job Jumbo Underwriting Manager at Opes Advisors, Inc.
Industry Real Estate
Experience
Opes Advisors, Inc. September 2015 - Present
Management Professional Seeking Employment August 2015 - Present
Thirty-One Gifts January 2012 - Present
Stearns Lending April 2014 - August 2015
PMAC Lending Services December 2012 - April 2014
Bank of America January 2008 - December 2012
The Body Shop at Home October 2007 - 2009
Lehman Brothers 2007 - 2007
Fremont and Investment and Loan 1998 - 2007
Fremont Investment and Loan August 2005 - July 2006
Skills
Loans, Credit, Mortgage Banking, Leadership, Underwriting, Loan Origination, Mortgage Lending, Training, Team Building, FHA, Management, Residential Mortgages, Banking, Credit Analysis, Mortgage Servicing, Refinance, Finance, Executive Management, Customer Service, Consumer Lending, Mortgage Underwriting, Loan Servicing, PowerPoint, Loss Mitigation, Real Estate, Sales Management, Risk Management, Commercial Lending, Budgets, Marketing, Financial Risk, Insurance, Mentoring
Education
University of Phoenix 2008 — 2010
BSM, Management
Diablo Valley College 1991 — 1994
AA, Business
South Brunswick High School 1986 — 1990
Opes Advisors, Inc. September 2015 - Present
Management Professional Seeking Employment August 2015 - Present
Thirty-One Gifts January 2012 - Present
Stearns Lending April 2014 - August 2015
PMAC Lending Services December 2012 - April 2014
Bank of America January 2008 - December 2012
The Body Shop at Home October 2007 - 2009
Lehman Brothers 2007 - 2007
Fremont and Investment and Loan 1998 - 2007
Fremont Investment and Loan August 2005 - July 2006
Skills
Loans, Credit, Mortgage Banking, Leadership, Underwriting, Loan Origination, Mortgage Lending, Training, Team Building, FHA, Management, Residential Mortgages, Banking, Credit Analysis, Mortgage Servicing, Refinance, Finance, Executive Management, Customer Service, Consumer Lending, Mortgage Underwriting, Loan Servicing, PowerPoint, Loss Mitigation, Real Estate, Sales Management, Risk Management, Commercial Lending, Budgets, Marketing, Financial Risk, Insurance, Mentoring
Education
University of Phoenix 2008 — 2010
BSM, Management
Diablo Valley College 1991 — 1994
AA, Business
South Brunswick High School 1986 — 1990
Paul Fortier's Opes Advisors, Inc. Experience September 2015 - Present
Job Mortgage Advisor at Opes Advisors ML 4902 NMLS226337
Industry Real Estate
Experience
Opes Advisors, Inc. September 2015 - Present
Diversity Home Lending a dba of Mountain West Financial July 2015 - September 2015
Infinity Lendings Solutions a DBA of Mountain West Financial Inc June 2005 - July 2015
Martin Appraisal Company 2003 - 2005
Fortier & Associates June 1994 - March 2002
Skills
FHA, Refinance, Mortgage Lending, Investment Properties, Selling, Loans, Mortgage Banking, First Time Home Buyers, USDA, Residential Mortgages, VA loans, Loan Origination, Real Estate Financing, Construction Loans, Reverse Mortgages, FHA financing, FHA Financing, Sales, VA Loans
Education
Lane Community College 1995 — 1997
Real Estate
Opes Advisors, Inc. September 2015 - Present
Diversity Home Lending a dba of Mountain West Financial July 2015 - September 2015
Infinity Lendings Solutions a DBA of Mountain West Financial Inc June 2005 - July 2015
Martin Appraisal Company 2003 - 2005
Fortier & Associates June 1994 - March 2002
Skills
FHA, Refinance, Mortgage Lending, Investment Properties, Selling, Loans, Mortgage Banking, First Time Home Buyers, USDA, Residential Mortgages, VA loans, Loan Origination, Real Estate Financing, Construction Loans, Reverse Mortgages, FHA financing, FHA Financing, Sales, VA Loans
Education
Lane Community College 1995 — 1997
Real Estate
David Elder's Opes Advisors, Inc. Experience September 2015 - Present
Job Senior Director of Operations at Opes Advisors, Inc.
Industry Financial Services
Experience
Opes Advisors, Inc. September 2015 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. October 2014 - September 2015
imortgage August 2014 - October 2014
JP Morgan Chase June 2011 - August 2014
JP Morgan Chase June 2010 - June 2011
US Airways February 2009 - June 2010
MDJ Mortgage Corp January 2008 - October 2008
Countrywide Home Loans October 2001 - January 2008
Skills
Analysis, Excel, Forecasting, Financial Modeling, Microsoft Excel, Financial Analysis, Management, Business Strategy, Coaching, Performance Management, Customer Service, Credit, Finance, Loans, Risk Management, Strategic Financial..., Process Improvement, Operations Management, Credit Analysis, Mortgage Lending, Strategy, Customer Satisfaction, Mortgage Banking, Recruiting, Sales, Residential Mortgages, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance
Arizona State University - W. P. Carey School of Business 1996 — 1999
BS, Finance
Opes Advisors, Inc. September 2015 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. October 2014 - September 2015
imortgage August 2014 - October 2014
JP Morgan Chase June 2011 - August 2014
JP Morgan Chase June 2010 - June 2011
US Airways February 2009 - June 2010
MDJ Mortgage Corp January 2008 - October 2008
Countrywide Home Loans October 2001 - January 2008
Skills
Analysis, Excel, Forecasting, Financial Modeling, Microsoft Excel, Financial Analysis, Management, Business Strategy, Coaching, Performance Management, Customer Service, Credit, Finance, Loans, Risk Management, Strategic Financial..., Process Improvement, Operations Management, Credit Analysis, Mortgage Lending, Strategy, Customer Satisfaction, Mortgage Banking, Recruiting, Sales, Residential Mortgages, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Finance
Arizona State University - W. P. Carey School of Business 1996 — 1999
BS, Finance
Dave Mingione's Opes Advisors, Inc. Experience March 2014 - Present
Job Branch Manager/Mortgage Advisor at Opes Advisors
Industry Financial Services
Experience
Opes Advisors, Inc. March 2014 - Present
East Bay Mortgage Bankers April 2010 - March 2014
Land/Home Financial Services, Inc. August 2007 - February 2011
Bank of Walnut Creek Mortgage January 2004 - August 2008
Skills
Business Development, Mortgage Banking, Real Estate, Refinance, Finance, Investment Properties, Sales, Loans, Reverse Mortgages, Sales Management, Investments, Selling, Residential Homes, Mortgage Lending, Residential Mortgages, Loan Origination, VA loans, FHA, FHA financing, Certified Mortgage..., Government Loans, Real Estate Financing, First Time Home Buyers
Education
Saint Mary's College of California 1982 — 1986
Bachelor of Science, Business Admin./ Economics
Fremont High School 1979 — 1982
High School
Opes Advisors, Inc. March 2014 - Present
East Bay Mortgage Bankers April 2010 - March 2014
Land/Home Financial Services, Inc. August 2007 - February 2011
Bank of Walnut Creek Mortgage January 2004 - August 2008
Skills
Business Development, Mortgage Banking, Real Estate, Refinance, Finance, Investment Properties, Sales, Loans, Reverse Mortgages, Sales Management, Investments, Selling, Residential Homes, Mortgage Lending, Residential Mortgages, Loan Origination, VA loans, FHA, FHA financing, Certified Mortgage..., Government Loans, Real Estate Financing, First Time Home Buyers
Education
Saint Mary's College of California 1982 — 1986
Bachelor of Science, Business Admin./ Economics
Fremont High School 1979 — 1982
High School
Jeff LeCompte's Opes Advisors, Inc. Experience December 2012 - October 2014
Job Sales and Leasing Consultant at TUTTLECLICK FORD LINCOLN
Industry Automotive
Experience
Tuttle Click Automotive Group January 2015 - Present
Opes Advisors, Inc. December 2012 - October 2014
Skills
FHA, Loan Origination, Customer Service, Mortgage Banking, Mortgage Lending, Sales, Refinance, Residential Mortgages
Education
University of Arizona 1981 — 1985
BSBA, Marketing, Finance
California Lutheran University 1979 — 1981
Tuttle Click Automotive Group January 2015 - Present
Opes Advisors, Inc. December 2012 - October 2014
Skills
FHA, Loan Origination, Customer Service, Mortgage Banking, Mortgage Lending, Sales, Refinance, Residential Mortgages
Education
University of Arizona 1981 — 1985
BSBA, Marketing, Finance
California Lutheran University 1979 — 1981
Leann Mills's Opes Advisors, Inc. Experience April 2010 - February 2011
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
Susan McHan's Opes Advisors, Inc. Experience 2004 - Present
Job CEO, CoFounder and President, Mortgage Bank, Opes Advisors, Inc. | NMLS 284712
Industry Financial Services
Experience
Opes Advisors, Inc. 2004 - Present
First Horizon National Corporation January 2000 - October 2004
Elliot Ames, Inc February 1989 - December 1999
Education
Hardin-Simmons University
Bachelor of Science (BS), Education
Opes Advisors, Inc. 2004 - Present
First Horizon National Corporation January 2000 - October 2004
Elliot Ames, Inc February 1989 - December 1999
Education
Hardin-Simmons University
Bachelor of Science (BS), Education
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