Optimal Blue Secondary Services
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Optimal Blue Secondary Services Employees
Employee
Years
Job
Industry
Tom Rice Tom Rice's Optimal Blue Secondary Services Experience June 2014 - Present
Job BDM at Optimal Blue Secondary Services. Mortgage pipeline risk management tools to maximize revenue and neutralize risk
Industry Computer Software
Experience
Optimal Blue Secondary Services June 2014 - Present
Skills
Banking, Loan Origination, Consultative Selling, Mortgage Lending, Account Management, New Business Development, Mortgage, SaaS, Business Development, Cross Selling, Relationship Management, Credit, Financial Services, Risk Management, Residential Mortgages, Strategy, Direct Sales, FHA, Loans, Call Centers, Product Management, Sales Management, Mortgage Banking, Selling, Sales, CRM, Customer Service, Sales Process, Salesforce.com, Negotiation, Underwriting, Solution Selling, Channel, B2B, Business Strategy, Cloud Computing, Team Leadership, Strategic Planning, Competitive Analysis, Team Building, Contract Negotiation, Mortgage Marketing, Finance, Investments, Marketing, Lead Generation, Enterprise Software, Vendor Management, Training, Management
Education
University of Denver - Daniels College of Business
MBA, International Management
San Diego State University-California State University
Bachelor of Science (BS), Accounting
Optimal Blue Secondary Services June 2014 - Present
Skills
Banking, Loan Origination, Consultative Selling, Mortgage Lending, Account Management, New Business Development, Mortgage, SaaS, Business Development, Cross Selling, Relationship Management, Credit, Financial Services, Risk Management, Residential Mortgages, Strategy, Direct Sales, FHA, Loans, Call Centers, Product Management, Sales Management, Mortgage Banking, Selling, Sales, CRM, Customer Service, Sales Process, Salesforce.com, Negotiation, Underwriting, Solution Selling, Channel, B2B, Business Strategy, Cloud Computing, Team Leadership, Strategic Planning, Competitive Analysis, Team Building, Contract Negotiation, Mortgage Marketing, Finance, Investments, Marketing, Lead Generation, Enterprise Software, Vendor Management, Training, Management
Education
University of Denver - Daniels College of Business
MBA, International Management
San Diego State University-California State University
Bachelor of Science (BS), Accounting
Shaun McCarthy Shaun McCarthy's Optimal Blue Secondary Services Experience June 2013 - Present
Job Director of Sales & Business Development at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services June 2013 - Present
Great Western Bank 2009 - 2013
First Community Bank 2005 - 2009
Skills
Banking, Cash Management, Finance, Business Development, Leadership, Sales Management, Mortgage Lending, Treasury Management, Commercial Banking, Team Building, Mergers & Acquisitions, Product Development, Forecasting, Budgets, Executive Management, Mortgage Banking, Marketing, Product Management, Sales, Financial Services, Profit Maximization, Underwriting, Financial Analysis, Investments, Retail Banking, Relationship Management, Portfolio Management, CRM, Asset Management, Asset Based Lending, Small Business, Change Management, Credit Analysis, Small Business Lending, Risk Management, Consumer Lending, Due Diligence, Investment Banking, Marketing Strategy, Revenue & Profit Growth, Financial Reporting, Growth Strategies, HR Policies, Risk Assessment, P&L Management, Loans, Credit, Management, Loan Origination, Commercial Lending
Education
University of Colorado at Boulder
Bachelor's degree, Finance
Optimal Blue Secondary Services June 2013 - Present
Great Western Bank 2009 - 2013
First Community Bank 2005 - 2009
Skills
Banking, Cash Management, Finance, Business Development, Leadership, Sales Management, Mortgage Lending, Treasury Management, Commercial Banking, Team Building, Mergers & Acquisitions, Product Development, Forecasting, Budgets, Executive Management, Mortgage Banking, Marketing, Product Management, Sales, Financial Services, Profit Maximization, Underwriting, Financial Analysis, Investments, Retail Banking, Relationship Management, Portfolio Management, CRM, Asset Management, Asset Based Lending, Small Business, Change Management, Credit Analysis, Small Business Lending, Risk Management, Consumer Lending, Due Diligence, Investment Banking, Marketing Strategy, Revenue & Profit Growth, Financial Reporting, Growth Strategies, HR Policies, Risk Assessment, P&L Management, Loans, Credit, Management, Loan Origination, Commercial Lending
Education
University of Colorado at Boulder
Bachelor's degree, Finance
Jeremy A. Moreno Jeremy A. Moreno's Optimal Blue Secondary Services Experience May 2012 - Present
Job Director of Sales and Business Development at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services May 2012 - Present
CT Corporation April 2011 - May 2012
CT Lien Solutions March 2006 - June 2011
Bogart Franchise LLC January 2003 - March 2006
Skills
Business Development, Strategic Planning, Mortgage Banking, Sales, Mortgage Lending, Loans, Salesforce.com, Leadership, Sales Process, Customer Service, Selling, Pricing, Management, Training, Account Management, Sales Operations, Sales Management, Risk Management
Education
Regis University 1999 — 2001
Adams State College 1993 — 1997
Bachelors of Science, Business
Optimal Blue Secondary Services May 2012 - Present
CT Corporation April 2011 - May 2012
CT Lien Solutions March 2006 - June 2011
Bogart Franchise LLC January 2003 - March 2006
Skills
Business Development, Strategic Planning, Mortgage Banking, Sales, Mortgage Lending, Loans, Salesforce.com, Leadership, Sales Process, Customer Service, Selling, Pricing, Management, Training, Account Management, Sales Operations, Sales Management, Risk Management
Education
Regis University 1999 — 2001
Adams State College 1993 — 1997
Bachelors of Science, Business
Samuel John Thielen Samuel John Thielen's Optimal Blue Secondary Services Experience September 2015 - Present
Job Secondary Analyst at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services September 2015 - Present
Compass Analytics, LLC June 2014 - August 2015
Valdes & Moreno Investment Bank January 2014 - May 2014
Evis Thrive May 2012 - August 2012
Startup Weekend May 2012 - May 2012
North American Savings Bank May 2008 - August 2008
North American Savings Bank May 2006 - August 2006
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Venture Capital, Microsoft Office, Research, Criminal Law, Negotiation, Stata, Logistic Regression, tobit regression, Probit, ARMA, arch/garch, garch model, Close Attention to..., Mergers & Acquisitions, Private Equity, Angel Investing, Value Investing, Impact Investing, Derivatives, Microsoft SQL Server, VBA, Batch Programming
Education
Henry W. Bloch School of Management 2012 — 2013
Masters of Science in Finance, Financial Analyst Track, 4.0
University of Missouri-Kansas City 2009 — 2011
Bachelor of Science (BS), Criminal Justice, 3.47
Lee's Summit North High School 2003 — 2007
Optimal Blue Secondary Services September 2015 - Present
Compass Analytics, LLC June 2014 - August 2015
Valdes & Moreno Investment Bank January 2014 - May 2014
Evis Thrive May 2012 - August 2012
Startup Weekend May 2012 - May 2012
North American Savings Bank May 2008 - August 2008
North American Savings Bank May 2006 - August 2006
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Venture Capital, Microsoft Office, Research, Criminal Law, Negotiation, Stata, Logistic Regression, tobit regression, Probit, ARMA, arch/garch, garch model, Close Attention to..., Mergers & Acquisitions, Private Equity, Angel Investing, Value Investing, Impact Investing, Derivatives, Microsoft SQL Server, VBA, Batch Programming
Education
Henry W. Bloch School of Management 2012 — 2013
Masters of Science in Finance, Financial Analyst Track, 4.0
University of Missouri-Kansas City 2009 — 2011
Bachelor of Science (BS), Criminal Justice, 3.47
Lee's Summit North High School 2003 — 2007
Jim Glennon Jim Glennon's Optimal Blue Secondary Services Experience July 2012 - Present
Job Manager of Trading and Account Management at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services July 2012 - Present
W.J. Bradley Mortgage Capital, LLC February 2007 - July 2012
Stonecreek Funding 2003 - 2007
H & R Block / Olde Financial Advisers July 2001 - June 2002
Skills
Capital Markets, Finance, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Secondary Market, Securities, Strategy, Financial Analysis, Investments
Education
University of Denver - Daniels College of Business 1997 — 2001
Finance and Marketing
Optimal Blue Secondary Services July 2012 - Present
W.J. Bradley Mortgage Capital, LLC February 2007 - July 2012
Stonecreek Funding 2003 - 2007
H & R Block / Olde Financial Advisers July 2001 - June 2002
Skills
Capital Markets, Finance, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Secondary Market, Securities, Strategy, Financial Analysis, Investments
Education
University of Denver - Daniels College of Business 1997 — 2001
Finance and Marketing
Randy Eaton Randy Eaton's Optimal Blue Secondary Services Experience July 2010 - Present
Job Senior Secondary Analyst at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services July 2010 - Present
Assurity Financial Services September 2007 - February 2010
First Magnus Financial November 2005 - November 2006
Community Mortgage Group April 2005 - November 2005
Bank One December 2002 - September 2004
Cherry Creek Mortgage October 2001 - November 2002
First Colorado Mortgage Corporation July 2000 - July 2001
First Colorado Mortgage Corporation January 2000 - June 2000
First Colorado Mortgage Corporation January 1999 - December 1999
First Colorado Mortgage Corporation March 1998 - December 1998
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science, the College of Business Administration; an emphasis in Finance
Optimal Blue Secondary Services July 2010 - Present
Assurity Financial Services September 2007 - February 2010
First Magnus Financial November 2005 - November 2006
Community Mortgage Group April 2005 - November 2005
Bank One December 2002 - September 2004
Cherry Creek Mortgage October 2001 - November 2002
First Colorado Mortgage Corporation July 2000 - July 2001
First Colorado Mortgage Corporation January 2000 - June 2000
First Colorado Mortgage Corporation January 1999 - December 1999
First Colorado Mortgage Corporation March 1998 - December 1998
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science, the College of Business Administration; an emphasis in Finance
Mark Teteris, CMB Mark Teteris, CMB's Optimal Blue Secondary Services Experience July 2014 - Present
Job Business Development Manager at Optimal Blue Secondary Services
Industry Information Technology and Services
Experience
Optimal Blue Secondary Services July 2014 - Present
Nations Reliable Lending April 2013 - May 2014
Vantage Production, LLC February 2011 - March 2013
River City Mortgage & Financial, LLC October 2009 - September 2010
Lakeland Mortgage Corporation January 1999 - September 2009
Lakeland Mortgage Corporation January 1995 - January 1999
Heigl Mortgage Corporation January 1993 - January 1995
Skills
Mortgage Lending, Residential Mortgages, Loan Origination, Mortgage Banking, FHA, Business Development, Executive Management, Training, Management, Sales, Refinance, Risk Management, Underwriting, Strategic Planning, Real Estate, Sales Management, CRM, Recruiting, Leadership, Finance, M & A experience, Technology Alignment, Mergers & Acquisitions, SaaS, Marketing, Secondary Mortgage...
Education
University of Saint Thomas 2011 — 2011
Mini MBA Program
American Institute of Banking 1996 — 1997
Law and Banking Principles course, Commercial Lending course, A
Dunwoody College of Technology
Associates
Optimal Blue Secondary Services July 2014 - Present
Nations Reliable Lending April 2013 - May 2014
Vantage Production, LLC February 2011 - March 2013
River City Mortgage & Financial, LLC October 2009 - September 2010
Lakeland Mortgage Corporation January 1999 - September 2009
Lakeland Mortgage Corporation January 1995 - January 1999
Heigl Mortgage Corporation January 1993 - January 1995
Skills
Mortgage Lending, Residential Mortgages, Loan Origination, Mortgage Banking, FHA, Business Development, Executive Management, Training, Management, Sales, Refinance, Risk Management, Underwriting, Strategic Planning, Real Estate, Sales Management, CRM, Recruiting, Leadership, Finance, M & A experience, Technology Alignment, Mergers & Acquisitions, SaaS, Marketing, Secondary Mortgage...
Education
University of Saint Thomas 2011 — 2011
Mini MBA Program
American Institute of Banking 1996 — 1997
Law and Banking Principles course, Commercial Lending course, A
Dunwoody College of Technology
Associates
Jeff Shearer Jeff Shearer's Optimal Blue Secondary Services Experience May 2014 - Present
Job Senior Analyst at Optimal Blue Secondary Services
Industry Banking
Experience
Optimal Blue Secondary Services May 2014 - Present
W.J. Bradley Mortgage Capital, LLC April 2013 - May 2014
W.J. Bradley Mortgage Capital, LLC May 2012 - April 2013
First Premier Bank June 2011 - April 2012
Wells Fargo Home Mortgage May 2008 - September 2010
Skills
Mortgage Lending, Investor Relations, Capital Markets, Financial Modeling, VBA, Trading, Investments, Portfolio Management, Financial Analysis, Finance, Mortgage Banking, Loans
Education
The University of South Dakota 2007 — 2011
Bachelor of Business Administration, Finance
Optimal Blue Secondary Services May 2014 - Present
W.J. Bradley Mortgage Capital, LLC April 2013 - May 2014
W.J. Bradley Mortgage Capital, LLC May 2012 - April 2013
First Premier Bank June 2011 - April 2012
Wells Fargo Home Mortgage May 2008 - September 2010
Skills
Mortgage Lending, Investor Relations, Capital Markets, Financial Modeling, VBA, Trading, Investments, Portfolio Management, Financial Analysis, Finance, Mortgage Banking, Loans
Education
The University of South Dakota 2007 — 2011
Bachelor of Business Administration, Finance
Jeff McCarty's Optimal Blue Secondary Services Experience October 2013 - Present
Job Manager, Operational Analytics at Optimal Blue
Industry Financial Services
Experience
Optimal Blue Secondary Services October 2013 - Present
Secondary Interactive January 2010 - October 2013
Oregon State University September 2008 - June 2009
Oregon State University September 2007 - September 2008
Skills
Capital Markets, Risk Management, Financial Analysis, Loans, Valuation, Finance, Financial Modeling, Mortgage Banking, Hedging, Bloomberg
Education
Oregon State University 2007 — 2009
M.S., Economics, International Trade
Trinity University 2002 — 2006
B.A., Mathematics
Optimal Blue Secondary Services October 2013 - Present
Secondary Interactive January 2010 - October 2013
Oregon State University September 2008 - June 2009
Oregon State University September 2007 - September 2008
Skills
Capital Markets, Risk Management, Financial Analysis, Loans, Valuation, Finance, Financial Modeling, Mortgage Banking, Hedging, Bloomberg
Education
Oregon State University 2007 — 2009
M.S., Economics, International Trade
Trinity University 2002 — 2006
B.A., Mathematics
Keegan Zimmerman's Optimal Blue Secondary Services Experience June 2013 - Present
Job Analyst at Optimal Blue Secondary Services
Industry Financial Services
Experience
Optimal Blue Secondary Services June 2013 - Present
Pulte Mortgage November 2009 - May 2013
Pulte Mortgage February 2005 - October 2009
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Risk Management, Credit Analysis, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Emphasis on Finance
Optimal Blue Secondary Services June 2013 - Present
Pulte Mortgage November 2009 - May 2013
Pulte Mortgage February 2005 - October 2009
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Risk Management, Credit Analysis, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Emphasis on Finance
Dillon Kuehner's Optimal Blue Secondary Services Experience July 2011 - Present
Job Software Developer at Optimal Blue
Industry Financial Services
Experience
Optimal Blue Secondary Services July 2011 - Present
University of Texas at Austin June 2008 - May 2010
University of Texas at Austin September 2006 - May 2010
Camp Champions June 2007 - August 2007
Skills
SQL Server, T-SQL, Software, Java, HTML, VB.NET, Microsoft SQL Server, JavaScript, jQuery, HTML 5, ASP.NET, SOAP, Microsoft Excel, Linux, Microsoft Office, Programming, REST, Software Engineering, SQL, Haskell
Education
The University of Texas at Austin 2006 — 2010
Bachelors, Physics, Astronomy
Optimal Blue Secondary Services July 2011 - Present
University of Texas at Austin June 2008 - May 2010
University of Texas at Austin September 2006 - May 2010
Camp Champions June 2007 - August 2007
Skills
SQL Server, T-SQL, Software, Java, HTML, VB.NET, Microsoft SQL Server, JavaScript, jQuery, HTML 5, ASP.NET, SOAP, Microsoft Excel, Linux, Microsoft Office, Programming, REST, Software Engineering, SQL, Haskell
Education
The University of Texas at Austin 2006 — 2010
Bachelors, Physics, Astronomy
Wynn Jeffery's Optimal Blue Secondary Services Experience September 2014 - Present
Job .
Industry Financial Services
Experience
Optimal Blue Secondary Services September 2014 - Present
Janus Capital Group May 2014 - July 2014
Northwestern Mutual October 2013 - April 2014
Farmers Insurance June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Trading, Secondary Mortgage..., Market Analysis, Financial Modeling, Hedging, Client Liaison, Client Relations, Trading Strategies, Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Excel models, Strategic Financial..., Business Tax Planning, Estate Tax Planning, Establish & Maintain...
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Finance
Optimal Blue Secondary Services September 2014 - Present
Janus Capital Group May 2014 - July 2014
Northwestern Mutual October 2013 - April 2014
Farmers Insurance June 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Financial Analysis, Trading, Secondary Mortgage..., Market Analysis, Financial Modeling, Hedging, Client Liaison, Client Relations, Trading Strategies, Retirement Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Excel models, Strategic Financial..., Business Tax Planning, Estate Tax Planning, Establish & Maintain...
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Finance