Paul Financial
Paul Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Paul Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Paul Financial Salaries. You can even request information on how much does Paul Financial pay if you want to. Learn about salaries, pros and cons of working for Paul Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40 Paul Financial employees in database. Find out everything there's to know about Paul Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Paul Financial Employees
Employee
Years
Job
Industry
Tamara Blake, PMP, CSM, PMI-ACP Tamara Blake, PMP, CSM, PMI-ACP's Paul Financial Experience September 2002 - October 2006
Job Senior Project Manager at Visicon Technologies, Inc
Industry Information Technology and Services
Experience
Visicon Technologies, Inc March 2015 - Present
FIS Mobile August 2010 - March 2015
PMI Wine Country Chapter December 2010 - September 2011
Agile Learning Labs April 2010 - December 2010
PMI Wine Country Chapter February 2010 - December 2010
PMI Wine Country Chapter November 2009 - May 2010
Digital Divide Data 2008 - 2009
Paul Financial September 2002 - October 2006
Gallagher Financial Systems 2000 - 2002
GreenPoint Mortgage 1995 - 2000
Skills
Agile Project Management, Project Management, Scrum, Operations Management, Software Implementation, Technical Analysis, Program Management, Business Analysis, PMP, Process Improvement, Change Management, Project Planning, Software Project..., IT Management, Team Building, Software Development, Requirements Analysis, Agile Methodologies, Integration, Product Management, PMO, MS Project
Education
University of San Francisco 2007 — 2008
Graduate, Asia Pacific Studies
Montana State University-Bozeman 1984 — 1987
Masters, Economics
Montana State University-Bozeman 1976 — 1979
BS, Agriculture
Visicon Technologies, Inc March 2015 - Present
FIS Mobile August 2010 - March 2015
PMI Wine Country Chapter December 2010 - September 2011
Agile Learning Labs April 2010 - December 2010
PMI Wine Country Chapter February 2010 - December 2010
PMI Wine Country Chapter November 2009 - May 2010
Digital Divide Data 2008 - 2009
Paul Financial September 2002 - October 2006
Gallagher Financial Systems 2000 - 2002
GreenPoint Mortgage 1995 - 2000
Skills
Agile Project Management, Project Management, Scrum, Operations Management, Software Implementation, Technical Analysis, Program Management, Business Analysis, PMP, Process Improvement, Change Management, Project Planning, Software Project..., IT Management, Team Building, Software Development, Requirements Analysis, Agile Methodologies, Integration, Product Management, PMO, MS Project
Education
University of San Francisco 2007 — 2008
Graduate, Asia Pacific Studies
Montana State University-Bozeman 1984 — 1987
Masters, Economics
Montana State University-Bozeman 1976 — 1979
BS, Agriculture
Derek Vanderby Derek Vanderby's Paul Financial Experience August 2003 - January 2008
Job Business Development Manager at Soliant Consulting
Industry Computer Software
Experience
Soliant Consulting May 2013 - Present
Apple Inc. March 2010 - September 2012
FirstCal January 2008 - May 2009
Paul Financial August 2003 - January 2008
Skills
Sales, Account Management, Business Development, Solution Selling, Sales Management, Customer Service, Salesforce.com, Sales Operations, CRM, Product Management, Salesforce.com,..., Start-ups, Strategic Planning, Integration, Enterprise Software, SaaS
Education
California State University-Hayward 1992 — 1994
Bachelors of Science, Criminal Justice/ Sociology Minor
Soliant Consulting May 2013 - Present
Apple Inc. March 2010 - September 2012
FirstCal January 2008 - May 2009
Paul Financial August 2003 - January 2008
Skills
Sales, Account Management, Business Development, Solution Selling, Sales Management, Customer Service, Salesforce.com, Sales Operations, CRM, Product Management, Salesforce.com,..., Start-ups, Strategic Planning, Integration, Enterprise Software, SaaS
Education
California State University-Hayward 1992 — 1994
Bachelors of Science, Criminal Justice/ Sociology Minor
Jenn Uyemura's Paul Financial Experience 2006 - 2006
Job Realtor at The Born Solution
Industry Real Estate
Experience
The Born Solution May 2014 - Present
Commercial and Residential Contract Processing / Realtor / Mobile Loan Doc Signing Notary June 2010 - Present
Home Previews Real Estate Network October 2011 - December 2013
Grand Capital 2007 - 2007
Paul Financial 2006 - 2006
Secured Funding 2005 - 2006
World Savings & Loan August 2001 - October 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Loans, Refinance, Loan Origination, Credit, Underwriting, Residential Mortgages, Real Estate, Credit Analysis, Insurance, Due Diligence, Customer Service, Sales, Real Estate Financing, REO, VA loans, Foreclosures
Education
Long Beach City College 2000 — 2002
IT and Business Management
Community College 1998 — 2002
IT and Business Management
The Born Solution May 2014 - Present
Commercial and Residential Contract Processing / Realtor / Mobile Loan Doc Signing Notary June 2010 - Present
Home Previews Real Estate Network October 2011 - December 2013
Grand Capital 2007 - 2007
Paul Financial 2006 - 2006
Secured Funding 2005 - 2006
World Savings & Loan August 2001 - October 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Loans, Refinance, Loan Origination, Credit, Underwriting, Residential Mortgages, Real Estate, Credit Analysis, Insurance, Due Diligence, Customer Service, Sales, Real Estate Financing, REO, VA loans, Foreclosures
Education
Long Beach City College 2000 — 2002
IT and Business Management
Community College 1998 — 2002
IT and Business Management
Karen Flowers Karen Flowers's Paul Financial Experience 2005 - 2007
Job Underwriter Assistant Land Home Financial Services
Industry Real Estate
Experience
Land Home Financial Services July 2014 - Present
Robert Half January 2014 - June 2014
Parkside Lending August 2013 - November 2013
Pacific Union Financial July 2009 - July 2013
Wells Fargo Home Mortgage/Aerotek March 2008 - July 2009
Paul Financial 2005 - 2007
Irwin Home Equity April 2003 - July 2005
Skills
Mortgage Lending, Underwriting, Credit, Loan Origination, Outlook, Mortgage Banking, FHA, Loans, Mortgage Servicing
Education
Solano Community College 1999 — 2001
Vallejo Sr. High School 1995 — 1998
High School Diploma, General Education
Land Home Financial Services July 2014 - Present
Robert Half January 2014 - June 2014
Parkside Lending August 2013 - November 2013
Pacific Union Financial July 2009 - July 2013
Wells Fargo Home Mortgage/Aerotek March 2008 - July 2009
Paul Financial 2005 - 2007
Irwin Home Equity April 2003 - July 2005
Skills
Mortgage Lending, Underwriting, Credit, Loan Origination, Outlook, Mortgage Banking, FHA, Loans, Mortgage Servicing
Education
Solano Community College 1999 — 2001
Vallejo Sr. High School 1995 — 1998
High School Diploma, General Education
John Tarin John Tarin's Paul Financial Experience January 2007 - August 2007
Job Sr. Remarketing Specialist at Hyundai Motor Finance
Industry Financial Services
Experience
Hyundai Capital America October 2008 - Present
US Real Estate Services May 2008 - October 2008
Consumer Portfolio Services March 2008 - May 2008
Paul Financial January 2007 - August 2007
Accredited Home Lenders August 2003 - October 2006
New Century Mortgage December 2002 - August 2003
Ameriquest Mortgage May 2002 - October 2002
Triad Financial Group December 2000 - February 2002
Skills
Finance, Loans, Management, Underwriting, Credit, Financial Analysis, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Home Equity Loans, Loan Origination, Financial Risk, Risk Management, Mortgage Lending
Education
Los Angeles Valley College
Hyundai Capital America October 2008 - Present
US Real Estate Services May 2008 - October 2008
Consumer Portfolio Services March 2008 - May 2008
Paul Financial January 2007 - August 2007
Accredited Home Lenders August 2003 - October 2006
New Century Mortgage December 2002 - August 2003
Ameriquest Mortgage May 2002 - October 2002
Triad Financial Group December 2000 - February 2002
Skills
Finance, Loans, Management, Underwriting, Credit, Financial Analysis, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Home Equity Loans, Loan Origination, Financial Risk, Risk Management, Mortgage Lending
Education
Los Angeles Valley College
Kristie Martinelli Kristie Martinelli's Paul Financial Experience 2004 - 2007
Job Real Estate Agent at Bradley Real Estate
Industry Marketing and Advertising
Experience
Bradley Real Estate September 2013 - Present
Property Managment March 2013 - Present
Brooke Ranch Association (HOA) January 2012 - Present
Fabrizio's Ristorante August 2010 - Present
Alioto's May 1979 - Present
Cumulus Broadcasting September 2007 - October 2009
Paul financial 2004 - 2007
News 10 WTHI 2002 - 2003
Saint Mary's College of California 1999 - 2002
Skills
Advertising, Social Media, Promotions, Facebook, Event Planning, Radio, Marketing, Proofreading, Sales, Bookkeeping, Account Management, Accounts Payable, Accounts Receivable, QuickBooks, Quicken, Microsoft Excel, Exceptional People..., Marketing Communications, Corporate Communications, Online Advertising, Advertising Sales, Twitter, Instagram, Online Journalism, Online Communications, Online Marketing, Sports, Editing, Digital Media, Email Marketing, Copywriting, Microsoft Office, Event Management, Microsoft Word, Social Networking, Negotiation, Sales Management, Strategy, Social Media Marketing
Education
Saint Mary's College of California 1998 — 2002
BA, Communications
Marin Catholic 1994 — 1998
Bradley Real Estate September 2013 - Present
Property Managment March 2013 - Present
Brooke Ranch Association (HOA) January 2012 - Present
Fabrizio's Ristorante August 2010 - Present
Alioto's May 1979 - Present
Cumulus Broadcasting September 2007 - October 2009
Paul financial 2004 - 2007
News 10 WTHI 2002 - 2003
Saint Mary's College of California 1999 - 2002
Skills
Advertising, Social Media, Promotions, Facebook, Event Planning, Radio, Marketing, Proofreading, Sales, Bookkeeping, Account Management, Accounts Payable, Accounts Receivable, QuickBooks, Quicken, Microsoft Excel, Exceptional People..., Marketing Communications, Corporate Communications, Online Advertising, Advertising Sales, Twitter, Instagram, Online Journalism, Online Communications, Online Marketing, Sports, Editing, Digital Media, Email Marketing, Copywriting, Microsoft Office, Event Management, Microsoft Word, Social Networking, Negotiation, Sales Management, Strategy, Social Media Marketing
Education
Saint Mary's College of California 1998 — 2002
BA, Communications
Marin Catholic 1994 — 1998
Don Bialkin Don Bialkin's Paul Financial Experience June 2006 - August 2007
Job Loan Product Manager at First California Mortgage Company
Industry Financial Services
Experience
First California Mortgage Company February 2015 - Present
Umpqua Bank May 2012 - January 2015
Gainer Financial May 2010 - May 2011
CMG Mortgage April 2009 - May 2010
Residential Pacific Mortgage January 2008 - October 2008
Paul Financial June 2006 - August 2007
Capitol Commerce Mortgage January 1996 - August 2003
Pacmor Financial Corporation dba Pacific Mortgage January 1986 - January 1996
Skills
Loans, Mortgage Lending, Real Estate, Banking, Underwriting, Retail, Customer Service, Management, Leadership, Team Building, Loan Origination, Mortgage Banking, Budgets, Microsoft Excel, Public Speaking
Education
California State University-Chico 1977 — 1982
Business Administration - Accounting
First California Mortgage Company February 2015 - Present
Umpqua Bank May 2012 - January 2015
Gainer Financial May 2010 - May 2011
CMG Mortgage April 2009 - May 2010
Residential Pacific Mortgage January 2008 - October 2008
Paul Financial June 2006 - August 2007
Capitol Commerce Mortgage January 1996 - August 2003
Pacmor Financial Corporation dba Pacific Mortgage January 1986 - January 1996
Skills
Loans, Mortgage Lending, Real Estate, Banking, Underwriting, Retail, Customer Service, Management, Leadership, Team Building, Loan Origination, Mortgage Banking, Budgets, Microsoft Excel, Public Speaking
Education
California State University-Chico 1977 — 1982
Business Administration - Accounting
Soren Alsina Soren Alsina's Paul Financial Experience December 2001 - April 2006
Job Office Management and Support Professional
Industry Food & Beverages
Experience
California Delicious November 2014 - Present
EOS Matrix August 2014 - December 2014
Marin Gastroenterology September 2009 - September 2013
Pacific Property Appraisal May 2007 - July 2009
Pro30 Funding 2006 - 2007
Paul Financial December 2001 - April 2006
Skills
Swedish, Deep Tissue Massage, Operations Management, Executive Support, Sales, Customer Service, Data Analysis, Supervisory Skills, Financial Analysis, Workflow Management, Marketing, Therapeutic Massage, Bodywork, Reflexology, Team Building, Management, Human Resources, Sales Management, Social Media, Project Management, Event Management, Problem Solving, Microsoft Excel
Education
National Holistic Institute 2007 — 2008
ACMT and Certified Health Educator, Massage and Health Education
University of Hawaii at Manoa
General Education
California Delicious November 2014 - Present
EOS Matrix August 2014 - December 2014
Marin Gastroenterology September 2009 - September 2013
Pacific Property Appraisal May 2007 - July 2009
Pro30 Funding 2006 - 2007
Paul Financial December 2001 - April 2006
Skills
Swedish, Deep Tissue Massage, Operations Management, Executive Support, Sales, Customer Service, Data Analysis, Supervisory Skills, Financial Analysis, Workflow Management, Marketing, Therapeutic Massage, Bodywork, Reflexology, Team Building, Management, Human Resources, Sales Management, Social Media, Project Management, Event Management, Problem Solving, Microsoft Excel
Education
National Holistic Institute 2007 — 2008
ACMT and Certified Health Educator, Massage and Health Education
University of Hawaii at Manoa
General Education
Patrick Ahern's Paul Financial Experience November 2004 - August 2007
Job Account Manager at Informa
Industry Events Services
Experience
Informa August 2014 - Present
ProExhibits October 2013 - August 2014
Building Alliances December 2012 - October 2013
DataCenterDynamics May 2011 - December 2012
Immersa Marketing July 2009 - June 2011
TechWeb/ UBM March 2008 - January 2009
Downey Savings August 2007 - March 2008
Paul Financial November 2004 - August 2007
Skills
Account Management, Salesforce.com, Sales, Advertising, Direct Sales, Lead Generation, Sales Management, B2B, Sales Operations, Direct Marketing, Online Advertising, New Business Development, Marketing Strategy, Data Center, Management, Integrated Marketing, International Sales, Selling, Leadership, Business Development, Entrepreneurship, Marketing, Strategic Partnerships
Education
Account Executive Academy 2007 — 2007
Presentation Training, Overcoming Objections, Pipeline Management, Sales Planning
Humboldt State University 1998 — 2004
Psychology, Business, and Leadership
Marin Catholic 1994 — 1998
Informa August 2014 - Present
ProExhibits October 2013 - August 2014
Building Alliances December 2012 - October 2013
DataCenterDynamics May 2011 - December 2012
Immersa Marketing July 2009 - June 2011
TechWeb/ UBM March 2008 - January 2009
Downey Savings August 2007 - March 2008
Paul Financial November 2004 - August 2007
Skills
Account Management, Salesforce.com, Sales, Advertising, Direct Sales, Lead Generation, Sales Management, B2B, Sales Operations, Direct Marketing, Online Advertising, New Business Development, Marketing Strategy, Data Center, Management, Integrated Marketing, International Sales, Selling, Leadership, Business Development, Entrepreneurship, Marketing, Strategic Partnerships
Education
Account Executive Academy 2007 — 2007
Presentation Training, Overcoming Objections, Pipeline Management, Sales Planning
Humboldt State University 1998 — 2004
Psychology, Business, and Leadership
Marin Catholic 1994 — 1998
Cindi Moravec Cindi Moravec's Paul Financial Experience September 2003 - April 2008
Job Sr. Accountant at Guide Dogs for the Blind
Industry Accounting
Experience
Guide Dogs for the Blind April 2008 - November 2013
Paul Financial September 2003 - April 2008
GreenPoint Mortgage June 1999 - September 2003
California Cafe Corporation November 1997 - June 1999
Skills
QuickBooks, Financial Analysis, Accounting, Nonprofits, Budgets, PowerPoint, Customer Service, Microsoft Word, Access, Partnership Accounting, Payroll, Outlook, Monarch, FRx, Financial Reporting, Microsoft Excel, Fixed Asset Management, ADP Payroll, Bank Reconciliation
Education
San Francisco State University 1999 — 2000
MBA-Advanced Accounting and Tax classes, 3.2
Heald College 1997 — 1997
AAS, Accounting, 4.0
University of New Hampshire 1982 — 1985
Bachelor of Science (BS), Hotel Admin/Business
Guide Dogs for the Blind April 2008 - November 2013
Paul Financial September 2003 - April 2008
GreenPoint Mortgage June 1999 - September 2003
California Cafe Corporation November 1997 - June 1999
Skills
QuickBooks, Financial Analysis, Accounting, Nonprofits, Budgets, PowerPoint, Customer Service, Microsoft Word, Access, Partnership Accounting, Payroll, Outlook, Monarch, FRx, Financial Reporting, Microsoft Excel, Fixed Asset Management, ADP Payroll, Bank Reconciliation
Education
San Francisco State University 1999 — 2000
MBA-Advanced Accounting and Tax classes, 3.2
Heald College 1997 — 1997
AAS, Accounting, 4.0
University of New Hampshire 1982 — 1985
Bachelor of Science (BS), Hotel Admin/Business
Gilbert John MacQuarrie IV's Paul Financial Experience 2002 - 2006
Job Accountant
Industry Real Estate
Experience
The Coaches Training Institute (CTI) June 2014 - Present
Prime Lending Petaluma November 2013 - June 2014
Wells Fargo Home Mortgage September 2009 - October 2013
Basin Street Properties September 2007 - August 2009
GreenPoint Mortgage December 2006 - August 2007
Paul Financial 2002 - 2006
Skills
Financial Accounting, Commercial Real Estate, Real Estate Financing, Photography, Real Estate Development
Education
Sonoma State University 2002 — 2006
BS, Accounting
San Marin High School 1999 — 2002
The Coaches Training Institute (CTI) June 2014 - Present
Prime Lending Petaluma November 2013 - June 2014
Wells Fargo Home Mortgage September 2009 - October 2013
Basin Street Properties September 2007 - August 2009
GreenPoint Mortgage December 2006 - August 2007
Paul Financial 2002 - 2006
Skills
Financial Accounting, Commercial Real Estate, Real Estate Financing, Photography, Real Estate Development
Education
Sonoma State University 2002 — 2006
BS, Accounting
San Marin High School 1999 — 2002
Jovonda Gaines Jovonda Gaines's Paul Financial Experience December 2003 - August 2007
Job Admin at Alarm Financial Services, Inc.
Industry Financial Services
Experience
Alarm Financial Services, Inc. September 2009 - Present
Plath and Company, Inc. December 2007 - September 2009
Paul Financial December 2003 - August 2007
Residential Mortgage Capital March 2001 - May 2003
North American Mortgage March 1998 - January 2000
Skills
Customer Service, Administrative..., Microsoft Office, Microsoft Excel, Data Entry, Outlook, Teamwork, Strategic Planning, Research
Education
College of Marin 2015 — 2017
Business
Alarm Financial Services, Inc. September 2009 - Present
Plath and Company, Inc. December 2007 - September 2009
Paul Financial December 2003 - August 2007
Residential Mortgage Capital March 2001 - May 2003
North American Mortgage March 1998 - January 2000
Skills
Customer Service, Administrative..., Microsoft Office, Microsoft Excel, Data Entry, Outlook, Teamwork, Strategic Planning, Research
Education
College of Marin 2015 — 2017
Business
Brianne Wilkins Brianne Wilkins's Paul Financial Experience March 2004 - November 2007
Job Senior member services data specialist at Contra Costa County Retirement Assoc.
Industry Wholesale
Experience
Contra Costa County Retirement Assoc. June 2008 - Present
Paul Financial March 2004 - November 2007
GreenPoint Mortgage 1995 - 2005
Franklin First Financial December 2002 - February 2004
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, Refinance, Underwriting, Credit Analysis, Mortgage Underwriting, Banking, First Time Home Buyers, Customer Service, Investment Properties
Education
Solano Community College 2012 — 2015
Currently attending, Business Administration and Management, General
De Anza High School 1993 — 1997
High School Diploma, Business Administration and Management, General
Contra Costa County Retirement Assoc. June 2008 - Present
Paul Financial March 2004 - November 2007
GreenPoint Mortgage 1995 - 2005
Franklin First Financial December 2002 - February 2004
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Credit, Refinance, Underwriting, Credit Analysis, Mortgage Underwriting, Banking, First Time Home Buyers, Customer Service, Investment Properties
Education
Solano Community College 2012 — 2015
Currently attending, Business Administration and Management, General
De Anza High School 1993 — 1997
High School Diploma, Business Administration and Management, General
Nick Dieter Nick Dieter's Paul Financial Experience February 2005 - September 2007
Job Vice President, Group Health Insurance & Employee Benefits
Industry Insurance
Experience
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
MOC Insurance Services January 2008 - Present
Paul Financial February 2005 - September 2007
Morgan Stanley November 2003 - February 2005
Merrill Lynch October 2002 - May 2003
Skills
Investments, Retirement Planning, Insurance, Financial Advisory, Portfolio Management, Risk Management, Employee Benefits, Finance, Marketing, Sales, Lead Generation, Analysis, Cold Calling, Loans, Management, Leadership, Strategic Planning, Customer Service, Underwriting, Mortgage Lending, Team Building, Marketing Strategy, Business Development, Sales Management
Education
University of San Francisco 1998 — 2002
Finance, BSBA Finance
Marin Catholic High School 1994 — 1998
Nick Disyamonthon Nick Disyamonthon's Paul Financial Experience 2005 - 2007
Job Controller at Varden Pacific LLC
Industry Financial Services
Experience
Varden Pacific LLC May 2013 - Present
Standard Pacific Capital April 2012 - May 2013
Citco Fund Services September 2010 - March 2012
Citco Fund Services September 2008 - September 2010
State Street August 2007 - September 2008
Paul Financial 2005 - 2007
Skills
Account Reconciliation, Hedge Funds, Trading, Fixed Income, Fund Accounting, Portfolio Management, Underwriting, Financial Modeling, Investments, Securities, Finance, Derivatives, Accounting, Mutual Funds, Analysis, Financial Analysis
Education
Sonoma State University 2001 — 2005
BS, Finance Major and Economics Minnor
Marin Catholic High School
Varden Pacific LLC May 2013 - Present
Standard Pacific Capital April 2012 - May 2013
Citco Fund Services September 2010 - March 2012
Citco Fund Services September 2008 - September 2010
State Street August 2007 - September 2008
Paul Financial 2005 - 2007
Skills
Account Reconciliation, Hedge Funds, Trading, Fixed Income, Fund Accounting, Portfolio Management, Underwriting, Financial Modeling, Investments, Securities, Finance, Derivatives, Accounting, Mutual Funds, Analysis, Financial Analysis
Education
Sonoma State University 2001 — 2005
BS, Finance Major and Economics Minnor
Marin Catholic High School
Christine Calegari Christine Calegari's Paul Financial Experience March 2007 - March 2008
Job Operations Manager at Global Wine Company
Industry Wine and Spirits
Experience
Global Wine Company December 2013 - Present
The Dailey Method - Novato February 2012 - March 2014
Global Wine Company January 2011 - December 2013
Cakes 'n Cups August 2007 - January 2010
SD Media 2008 - 2010
Nelson Family of Companies March 2008 - October 2008
Paul Financial March 2007 - March 2008
Paul Financial March 2006 - March 2007
Creative Catering July 2005 - March 2006
Skills
Event Planning, Operations Management, Inventory Management, Office Management, Microsoft Office, Filemaker Pro, Quickbooks, Recruiting, FileMaker, QuickBooks, Sales, Customer Service, Leadership, Analysis, Forecasting, Marketing, Human Resources
Education
California Culinary Academy 2004 — 2005
Associates Degree, Culinary Arts
University of Colorado Boulder 2000 — 2004
BA, Sociology
Marin Catholic 1996 — 2000
Global Wine Company December 2013 - Present
The Dailey Method - Novato February 2012 - March 2014
Global Wine Company January 2011 - December 2013
Cakes 'n Cups August 2007 - January 2010
SD Media 2008 - 2010
Nelson Family of Companies March 2008 - October 2008
Paul Financial March 2007 - March 2008
Paul Financial March 2006 - March 2007
Creative Catering July 2005 - March 2006
Skills
Event Planning, Operations Management, Inventory Management, Office Management, Microsoft Office, Filemaker Pro, Quickbooks, Recruiting, FileMaker, QuickBooks, Sales, Customer Service, Leadership, Analysis, Forecasting, Marketing, Human Resources
Education
California Culinary Academy 2004 — 2005
Associates Degree, Culinary Arts
University of Colorado Boulder 2000 — 2004
BA, Sociology
Marin Catholic 1996 — 2000
Jon Golland Jon Golland's Paul Financial Experience 2003 - 2006
Job Sr Account Executive / Relationship Manager
Industry Banking
Experience
American Capital Corporation / ACC Wholesale January 2015 - Present
American Capital Corporation / ACC Wholesale & ACC Broker Associate program January 2015 - Present
WesLend February 2011 - January 2014
Paul Financial 2003 - 2006
Countrywide Wholesale- San DIego 1999 - 2004
us bank del mar 1995 - 1996
Bank of America 1985 - 1993
Skills
Mortgage, Loans, Conventional, Conforming, Mortgage Lending, VA, Refinance, Underwriting, Mortgage Banking, Mortgage Industry, Loan Origination, USDA, Credit, Residential, HARP 1.0 & 2.0, FHA, Residential Mortgages, VA loans, FHA financing, Real Estate, Mortgage Underwriting, Funding, Wholesale Lending, Investment Properties, Real Estate Financing, Reverse Mortgages, Residential Homes, Government Loans, Certified Mortgage..., First Time Home Buyers, Credit Analysis, Construction Loans, Commercial Lending, FHA Financing, VA Loans
Education
Florida Atlantic University 1978 — 1980
Business Degree, General business
University of Florida 1977 — 1978
Associates, General business
N miami jr high!
American Capital Corporation / ACC Wholesale January 2015 - Present
American Capital Corporation / ACC Wholesale & ACC Broker Associate program January 2015 - Present
WesLend February 2011 - January 2014
Paul Financial 2003 - 2006
Countrywide Wholesale- San DIego 1999 - 2004
us bank del mar 1995 - 1996
Bank of America 1985 - 1993
Skills
Mortgage, Loans, Conventional, Conforming, Mortgage Lending, VA, Refinance, Underwriting, Mortgage Banking, Mortgage Industry, Loan Origination, USDA, Credit, Residential, HARP 1.0 & 2.0, FHA, Residential Mortgages, VA loans, FHA financing, Real Estate, Mortgage Underwriting, Funding, Wholesale Lending, Investment Properties, Real Estate Financing, Reverse Mortgages, Residential Homes, Government Loans, Certified Mortgage..., First Time Home Buyers, Credit Analysis, Construction Loans, Commercial Lending, FHA Financing, VA Loans
Education
Florida Atlantic University 1978 — 1980
Business Degree, General business
University of Florida 1977 — 1978
Associates, General business
N miami jr high!
Mark Libman Mark Libman's Paul Financial Experience August 2003 - December 2007
Job Experienced Client Relations, Customer Service, Data Processing and Management Professional
Industry Real Estate
Experience
Wells Fargo Securities March 2014 - Present
Guarantee Mortgage Corp. October 2012 - December 2012
First California Mortgage Company September 2008 - July 2011
Paul Financial August 2003 - December 2007
GreenPoint Mortgage January 1998 - August 2003
GreenPoint Mortgage January 1995 - January 1998
Headlands mortgage Company February 1994 - February 1995
Headlands Mortgage Company October 1993 - February 1994
Skills
Loans, Loan Origination, Mortgage Banking, Mortgage Lending, FHA, Analysis, Banking, Credit, Credit Analysis, Due Diligence, Leadership, Management, Residential Mortgages
Education
Greensboro College 1987 — 1992
Bachelor of Arts (BA), Business Administration and Economics
West Morris Mendham High School 1984 — 1987
Wells Fargo Securities March 2014 - Present
Guarantee Mortgage Corp. October 2012 - December 2012
First California Mortgage Company September 2008 - July 2011
Paul Financial August 2003 - December 2007
GreenPoint Mortgage January 1998 - August 2003
GreenPoint Mortgage January 1995 - January 1998
Headlands mortgage Company February 1994 - February 1995
Headlands Mortgage Company October 1993 - February 1994
Skills
Loans, Loan Origination, Mortgage Banking, Mortgage Lending, FHA, Analysis, Banking, Credit, Credit Analysis, Due Diligence, Leadership, Management, Residential Mortgages
Education
Greensboro College 1987 — 1992
Bachelor of Arts (BA), Business Administration and Economics
West Morris Mendham High School 1984 — 1987
Sue Zanayed's Paul Financial Experience November 2006 - August 2007
Job
Industry Accounting
Experience
Seeking New Opportunity May 2015 - Present
Al Cappuccino Coffeehouse & Cafe April 2013 - May 2015
Georgia Pacific March 2012 - February 2013
Georgia Pacific March 2010 - March 2012
Georgia-Pacific LLC October 2007 - March 2010
Paul Financial November 2006 - August 2007
Paul Financial 2006 - 2007
Robert Half Finance & Accounting April 2006 - July 2006
Argent Mortgage Company 2003 - March 2006
Waxie Sanitary Supply 1990 - 2003
Skills
Customer Service, Customer Relations, Excel, PowerPoint, Account Management, Forecasting, Continuous Improvement, Microsoft Word, Negotiation, Microsoft Office, Process Improvement, Inventory Management, Strategic Planning, Sales, Microsoft Excel, Leadership, Accounts Payable, Manufacturing, Recruiting, Logistics, Supply Chain, Supply Chain Management, Business Planning, Budgets
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2000
BA, Business Administration
Seeking New Opportunity May 2015 - Present
Al Cappuccino Coffeehouse & Cafe April 2013 - May 2015
Georgia Pacific March 2012 - February 2013
Georgia Pacific March 2010 - March 2012
Georgia-Pacific LLC October 2007 - March 2010
Paul Financial November 2006 - August 2007
Paul Financial 2006 - 2007
Robert Half Finance & Accounting April 2006 - July 2006
Argent Mortgage Company 2003 - March 2006
Waxie Sanitary Supply 1990 - 2003
Skills
Customer Service, Customer Relations, Excel, PowerPoint, Account Management, Forecasting, Continuous Improvement, Microsoft Word, Negotiation, Microsoft Office, Process Improvement, Inventory Management, Strategic Planning, Sales, Microsoft Excel, Leadership, Accounts Payable, Manufacturing, Recruiting, Logistics, Supply Chain, Supply Chain Management, Business Planning, Budgets
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 1999 — 2000
BA, Business Administration
Erin Hull, CCWP's Paul Financial Experience August 2004 - October 2007
Job Talent Acquisition, Contingent Workforce Sr. Account Manager at Intuit
Industry Human Resources
Experience
ICon Professional Services September 2013 - Present
Apex Systems September 2012 - September 2013
Modern Cookie Co November 2011 - June 2012
TAPFIN, a Manpower Company July 2008 - October 2011
Cardiovascular Associates of Marin and SF November 2007 - July 2008
Paul Financial August 2004 - October 2007
Paradise Foods June 2003 - July 2004
ABN AMRO May 2000 - July 2002
Skills
Talent Acquisition, Account Management, Recruiting, Customer Service, Team Building, Business Development, Interviews, Strategic Planning, Microsoft Excel, Leadership, Outlook, Training, Microsoft Office, Contract Negotiation, Mortgage Banking, PowerPoint, Underwriting, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Loans, Refinance, FHA
Education
California State University-Hayward 1990 — 1994
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Gunderson High School 1986 — 1990
ICon Professional Services September 2013 - Present
Apex Systems September 2012 - September 2013
Modern Cookie Co November 2011 - June 2012
TAPFIN, a Manpower Company July 2008 - October 2011
Cardiovascular Associates of Marin and SF November 2007 - July 2008
Paul Financial August 2004 - October 2007
Paradise Foods June 2003 - July 2004
ABN AMRO May 2000 - July 2002
Skills
Talent Acquisition, Account Management, Recruiting, Customer Service, Team Building, Business Development, Interviews, Strategic Planning, Microsoft Excel, Leadership, Outlook, Training, Microsoft Office, Contract Negotiation, Mortgage Banking, PowerPoint, Underwriting, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Loans, Refinance, FHA
Education
California State University-Hayward 1990 — 1994
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Gunderson High School 1986 — 1990
Eric Hellar's Paul Financial Experience October 2004 - March 2007
Job Underwriter at National Mortgage Insurance Corporation "National MI"
Industry Banking
Experience
National Mortgage Insurance Corporation - "National MI" July 2014 - Present
California Mortgage Advisors September 2012 - January 2014
PMI Mortgage Insurance Co. September 2008 - September 2012
First California Mortgage Company December 2007 - August 2008
Residential Pacific Mortgage March 2007 - August 2007
Paul Financial October 2004 - March 2007
Countrywide Home Loans March 2002 - October 2004
Residential Mortgage Capital November 2001 - March 2002
Headlands Mortgage 1998 - 2001
Skills
Underwriting, Computer Literate, Risk Assessment, Compliance, Mortgage Banking, Mortgage, Credit, Mortgage Underwriting, Credit Analysis, Credit Risk, Mortgage Industry, Mortgage Lending, Completed FHA/VA Direct..., Mortgage Servicing, Loss Mitigation, Risk Management, Fraud, Loan Origination, Default, Financial Risk, Refinance, Consumer Lending, Mortgage Insurance, Residential Mortgages, Insurance, Loans, Loan Servicing, Government Loans, FHA financing, Banking, FHA
Education
Sonoma State University 1986 — 1992
BA
San Rafael High School 1981 — 1985
Graduate, General Studies
National Mortgage Insurance Corporation - "National MI" July 2014 - Present
California Mortgage Advisors September 2012 - January 2014
PMI Mortgage Insurance Co. September 2008 - September 2012
First California Mortgage Company December 2007 - August 2008
Residential Pacific Mortgage March 2007 - August 2007
Paul Financial October 2004 - March 2007
Countrywide Home Loans March 2002 - October 2004
Residential Mortgage Capital November 2001 - March 2002
Headlands Mortgage 1998 - 2001
Skills
Underwriting, Computer Literate, Risk Assessment, Compliance, Mortgage Banking, Mortgage, Credit, Mortgage Underwriting, Credit Analysis, Credit Risk, Mortgage Industry, Mortgage Lending, Completed FHA/VA Direct..., Mortgage Servicing, Loss Mitigation, Risk Management, Fraud, Loan Origination, Default, Financial Risk, Refinance, Consumer Lending, Mortgage Insurance, Residential Mortgages, Insurance, Loans, Loan Servicing, Government Loans, FHA financing, Banking, FHA
Education
Sonoma State University 1986 — 1992
BA
San Rafael High School 1981 — 1985
Graduate, General Studies
Diane Betz's Paul Financial Experience June 2003 - January 2009
Job Vice President at Headlands Asset Management / Business Analyst at Global Wine Company
Industry Banking
Experience
Headlands Asset Management LLC / Global Wine Company January 2009 - Present
Paul Financial June 2003 - January 2009
Paul Finanical, LLC 2003 - 2009
GreenPoint Mortgage July 1997 - May 2003
Green Point Mortgage -- a Division of Capital One Bank 1997 - 2003
Cal Bay Mortgage 1989 - 1996
Skills
Project Management, Integration, Loan Origination, Mortgage Banking, Training, Mortgage Lending, Customer Service, Process Improvement, Business Analysis, Management, Business Process, Operations Management
Education
College of Marin
Headlands Asset Management LLC / Global Wine Company January 2009 - Present
Paul Financial June 2003 - January 2009
Paul Finanical, LLC 2003 - 2009
GreenPoint Mortgage July 1997 - May 2003
Green Point Mortgage -- a Division of Capital One Bank 1997 - 2003
Cal Bay Mortgage 1989 - 1996
Skills
Project Management, Integration, Loan Origination, Mortgage Banking, Training, Mortgage Lending, Customer Service, Process Improvement, Business Analysis, Management, Business Process, Operations Management
Education
College of Marin
Lori Detwiler's Paul Financial Experience 2004 - 2006
Job QC Auditor at First Republic Bank
Industry Real Estate
Experience
First Republic Bank April 2008 - Present
Residential Mortgage Capital July 2006 - November 2007
Paul financial 2004 - 2006
Paul Fiancial LLC 2004 - 2006
GreenPoint Mortgage 1994 - 2003
Education
College of Marin
First Republic Bank April 2008 - Present
Residential Mortgage Capital July 2006 - November 2007
Paul financial 2004 - 2006
Paul Fiancial LLC 2004 - 2006
GreenPoint Mortgage 1994 - 2003
Education
College of Marin
Bob Utley's Paul Financial Experience owner/operatorTheAquatic Shop2014 - Present
Job owner/operator at TheAquatic Shop
Industry Financial Services
Experience
Paul Financial owner/operatorTheAquatic Shop2014 - Present
Aces Credit Solutions July 2007 - June 2008
Education
University of Florida 1988 — 1993
Paul Financial owner/operatorTheAquatic Shop2014 - Present
Aces Credit Solutions July 2007 - June 2008
Education
University of Florida 1988 — 1993
Emily Bouquot's Paul Financial Experience 2007 - 2007
Job Administration and Finance at Timber Wolf HarleyDavidson
Industry Retail
Experience
Timber Wolf Harley-Davidson April 2010 - Present
Culver Company November 2007 - February 2011
Wells Fargo Home Mortgage May 2003 - May 2007
Paul Financial 2007 - 2007
GreenPoint Mortgage August 2001 - May 2003
Education
Dominican University of California 2007 — 2009
Timber Wolf Harley-Davidson April 2010 - Present
Culver Company November 2007 - February 2011
Wells Fargo Home Mortgage May 2003 - May 2007
Paul Financial 2007 - 2007
GreenPoint Mortgage August 2001 - May 2003
Education
Dominican University of California 2007 — 2009
Amy Barron's Paul Financial Experience February 2002 - May 2006
Job Fiduciary Dept Account Manager at Jewish Family and Children's Services
Industry Nonprofit Organization Management
Experience
Jewish Family and Children's Services March 2014 - Present
Marin Public Guardian January 2013 - January 2014
Redwood Trust May 2006 - August 2011
Paul Financial February 2002 - May 2006
Greenpoint Mortgage 1992 - 2003
Alternative Mortgage Sources October 1988 - April 1992
Skills
Strategic Planning, Microsoft Excel, Leadership, Financial Analysis, Customer Service, PowerPoint, Microsoft Office, Data Analysis, Credit, Finance, Management, Analysis, Risk Management, Project Management, Microsoft Word, Loans, Underwriting, Mortgage Banking, Banking, Mortgage Lending
Education
Dominican University of California 2011 — 2013
Bachelor of Arts (BA), Psychology
University of California, Riverside
Fiduciary Certification
Jewish Family and Children's Services March 2014 - Present
Marin Public Guardian January 2013 - January 2014
Redwood Trust May 2006 - August 2011
Paul Financial February 2002 - May 2006
Greenpoint Mortgage 1992 - 2003
Alternative Mortgage Sources October 1988 - April 1992
Skills
Strategic Planning, Microsoft Excel, Leadership, Financial Analysis, Customer Service, PowerPoint, Microsoft Office, Data Analysis, Credit, Finance, Management, Analysis, Risk Management, Project Management, Microsoft Word, Loans, Underwriting, Mortgage Banking, Banking, Mortgage Lending
Education
Dominican University of California 2011 — 2013
Bachelor of Arts (BA), Psychology
University of California, Riverside
Fiduciary Certification
Kathleen Taylor (KT)'s Paul Financial Experience December 2004 - March 2008
Job Associate at Wallace Properties
Industry Real Estate
Experience
Wallace Properties, Inc. October 2012 - Present
Gibraltar, LLC February 2010 - July 2012
Reduce Property Taxes Today January 2009 - March 2010
Paul Financial December 2004 - March 2008
GreenPoint Mortgage June 2003 - October 2004
GreenPoint Mortgage 2001 - 2003
GreenPoint Mortgage 1997 - 2001
Skills
Real Estate, Mortgage Banking, Mortgage Lending, Loans, FHA, Loan Origination, Credit, First Time Home Buyers, Refinance, Residential Homes, Investment Properties, Customer Service, Investments, Commercial Real Estate, Foreclosures, Negotiation, Sales
Education
University of Colorado Boulder 1989 — 1993
BA, International Relations, Economics, Political Science
Punahou School 1987 — 1989
High School, General
Wallace Properties, Inc. October 2012 - Present
Gibraltar, LLC February 2010 - July 2012
Reduce Property Taxes Today January 2009 - March 2010
Paul Financial December 2004 - March 2008
GreenPoint Mortgage June 2003 - October 2004
GreenPoint Mortgage 2001 - 2003
GreenPoint Mortgage 1997 - 2001
Skills
Real Estate, Mortgage Banking, Mortgage Lending, Loans, FHA, Loan Origination, Credit, First Time Home Buyers, Refinance, Residential Homes, Investment Properties, Customer Service, Investments, Commercial Real Estate, Foreclosures, Negotiation, Sales
Education
University of Colorado Boulder 1989 — 1993
BA, International Relations, Economics, Political Science
Punahou School 1987 — 1989
High School, General
Brenda Stutsman's Paul Financial Experience March 2007 - January 2008
Job Human Resource Professional
Industry Nonprofit Organization Management
Experience
Bay Area Community Resources August 2014 - Present
Vino Volo January 2013 - August 2014
SPG Solar January 2008 - January 2013
Paul Financial March 2007 - January 2008
Express Enterprise, Ltd. October 2004 - March 2007
Skills
Staffing Services, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., Benefits Administration, Performance Management, Development Of Employees, Safety, Legal Compliance, Onboarding, Employee Benefits, Interviews, New Hire Orientations, Customer Service, Team Building, Training, Process Improvement, Sales, Leadership, Talent Acquisition, Solar Energy, Mergers & Acquisitions, Start-ups, Employment Law, Energy, Policy, Management, Change Management, Hiring, ADP Payroll, Organizational..., Employee Training, Workforce Planning, HRIS, Deferred Compensation, Personnel Management, Succession Planning, Temporary Placement, Employee Engagement, HR Policies, Talent Management
Education
California State University-Chico 1999 — 2003
BS, Business
Bay Area Community Resources August 2014 - Present
Vino Volo January 2013 - August 2014
SPG Solar January 2008 - January 2013
Paul Financial March 2007 - January 2008
Express Enterprise, Ltd. October 2004 - March 2007
Skills
Staffing Services, Employee Relations, Human Resources, Recruiting, Applicant Tracking..., Benefits Administration, Performance Management, Development Of Employees, Safety, Legal Compliance, Onboarding, Employee Benefits, Interviews, New Hire Orientations, Customer Service, Team Building, Training, Process Improvement, Sales, Leadership, Talent Acquisition, Solar Energy, Mergers & Acquisitions, Start-ups, Employment Law, Energy, Policy, Management, Change Management, Hiring, ADP Payroll, Organizational..., Employee Training, Workforce Planning, HRIS, Deferred Compensation, Personnel Management, Succession Planning, Temporary Placement, Employee Engagement, HR Policies, Talent Management
Education
California State University-Chico 1999 — 2003
BS, Business
Lino Almeida, CRPC®'s Paul Financial Experience August 2005 - January 2007
Job Manager, Retirement Education at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Voya Financial February 2012 - March 2015
Merrill Lynch 2010 - 2012
Bank of America Home Loans February 2009 - 2010
Citigroup - Citi Home Equity February 2007 - January 2008
Paul Financial August 2005 - January 2007
GreenPoint Mortgage January 2003 - August 2005
GreenPoint Mortgage 1998 - 2003
Skills
Mortgage Lending, Series 7, Retirement Planning, Qualified Retirement..., Business Development, Team Building, Salesforce.com, Sales Presentations, series 66, Team Leadership, Recruiting, Integration, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Business Planning, Wholesale, CRPC®, Chartered..., Life/Health/Variable/Acc..., Identifying Sales..., Delivering Results, P&L Responsibility, Best Practices, Development Of Employees, Motivation, Adaptability, Strategic Communications, Production Efficiency, Collaboration, Process Management, Problem Solving, Sales & Marketing..., Positive Team Player, Track Record Of..., Maintaining Strong..., Client Development, series 26
Education
University of Connecticut 1991 — 1995
Bachelor of Science, Finance
Voya Financial March 2015 - Present
Voya Financial February 2012 - March 2015
Merrill Lynch 2010 - 2012
Bank of America Home Loans February 2009 - 2010
Citigroup - Citi Home Equity February 2007 - January 2008
Paul Financial August 2005 - January 2007
GreenPoint Mortgage January 2003 - August 2005
GreenPoint Mortgage 1998 - 2003
Skills
Mortgage Lending, Series 7, Retirement Planning, Qualified Retirement..., Business Development, Team Building, Salesforce.com, Sales Presentations, series 66, Team Leadership, Recruiting, Integration, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Business Planning, Wholesale, CRPC®, Chartered..., Life/Health/Variable/Acc..., Identifying Sales..., Delivering Results, P&L Responsibility, Best Practices, Development Of Employees, Motivation, Adaptability, Strategic Communications, Production Efficiency, Collaboration, Process Management, Problem Solving, Sales & Marketing..., Positive Team Player, Track Record Of..., Maintaining Strong..., Client Development, series 26
Education
University of Connecticut 1991 — 1995
Bachelor of Science, Finance
Rebecca Melcher's Paul Financial Experience October 2003 - February 2008
Job Java Developer at Headlands Asset Management LLC
Industry Information Technology and Services
Experience
Headlands Asset Management LLC February 2008 - Present
Paul Financial October 2003 - February 2008
Naval Air Depot (North Island) July 2001 - October 2003
Pace Enterprises September 2000 - July 2001
National Pen Corporation April 1999 - September 2000
M2R Corporation February 1998 - April 1999
Skills
Oracle, SQL, Performance Tuning, PL/SQL, Databases
Education
San Diego State University-California State University 1996 — 1999
MS, Microbiology
Northern Arizona University 1992 — 1996
BS, Microbiology
Headlands Asset Management LLC February 2008 - Present
Paul Financial October 2003 - February 2008
Naval Air Depot (North Island) July 2001 - October 2003
Pace Enterprises September 2000 - July 2001
National Pen Corporation April 1999 - September 2000
M2R Corporation February 1998 - April 1999
Skills
Oracle, SQL, Performance Tuning, PL/SQL, Databases
Education
San Diego State University-California State University 1996 — 1999
MS, Microbiology
Northern Arizona University 1992 — 1996
BS, Microbiology
Jolene Pessa's Paul Financial Experience December 2006 - November 2007
Job Director of Marketing & Sales
Industry Insurance
Experience
RxReins February 2014 - Present
Cliffhouse Grill and Bar January 2013 - November 2013
Yardhouse January 2012 - December 2012
Jackalope Ranch September 2010 - December 2011
Paul Financial December 2006 - November 2007
Sonoma State University February 2006 - June 2006
Chateau Montelena Winery February 2006 - May 2006
Armstrong Management & Consulting Inc. July 1995 - August 2003
Skills
Training, Management, Marketing, Time Management, Sales, Team Building, Account Management, Event Planning, Health Insurance, New Business Development
Education
Sonoma State University 2003 — 2006
Bachelor of Science - Cum Laude, Business Administration [Marketing][Management - Small Business]
RxReins February 2014 - Present
Cliffhouse Grill and Bar January 2013 - November 2013
Yardhouse January 2012 - December 2012
Jackalope Ranch September 2010 - December 2011
Paul Financial December 2006 - November 2007
Sonoma State University February 2006 - June 2006
Chateau Montelena Winery February 2006 - May 2006
Armstrong Management & Consulting Inc. July 1995 - August 2003
Skills
Training, Management, Marketing, Time Management, Sales, Team Building, Account Management, Event Planning, Health Insurance, New Business Development
Education
Sonoma State University 2003 — 2006
Bachelor of Science - Cum Laude, Business Administration [Marketing][Management - Small Business]
Toomas Rohtla's Paul Financial Experience 2006 - 2007
Job Broker Management Mortgage Banking/Performing Arts
Industry Real Estate
Experience
Paul Financial 2006 - 2007
Headlands Mortgage Company February 1993 - December 1999
Education
Frostburg State University
Hunter College
Paul Financial 2006 - 2007
Headlands Mortgage Company February 1993 - December 1999
Education
Frostburg State University
Hunter College
Brett Ahern's Paul Financial Experience 2006 - 2007
Job Business Services Team Lead
Industry Banking
Experience
First Republic Bank September 2008 - Present
Tiburon Strategic Advisors 2007 - 2008
Paul Financial 2006 - 2007
Hertz Local Edition 2004 - 2006
Skills
Marketing, Market Research, Analysis, Data Analysis, Management, Research, Banking, Analytics, Project Management, Marketing Research, Retail Banking, Private Banking, Business Services, Mortgage Banking, Mortgage Lending, Customer Service, Customer Satisfaction, Compliance
Education
California State University-Chico 2000 — 2004
Media Arts
Università degli Studi di Torino 2003 — 2003
Semester Abroad
First Republic Bank September 2008 - Present
Tiburon Strategic Advisors 2007 - 2008
Paul Financial 2006 - 2007
Hertz Local Edition 2004 - 2006
Skills
Marketing, Market Research, Analysis, Data Analysis, Management, Research, Banking, Analytics, Project Management, Marketing Research, Retail Banking, Private Banking, Business Services, Mortgage Banking, Mortgage Lending, Customer Service, Customer Satisfaction, Compliance
Education
California State University-Chico 2000 — 2004
Media Arts
Università degli Studi di Torino 2003 — 2003
Semester Abroad
Timothy Meade's Paul Financial Experience July 2007 - August 2008
Job Agent at Sterling Insurance, A Windsor Health Group Company
Industry Insurance
Experience
Sterling Insurance, A Windsor Health Group Company December 2014 - May 2015
Catalyst 360 July 2014 - December 2014
Pronet May 2013 - July 2014
Alere, Inc. July 2012 - May 2013
NV Notary January 1993 - December 2012
Pronet Reno May 2010 - November 2012
Paul Financial July 2007 - August 2008
MLSG Home Loans July 1999 - September 2006
Skills
Customer Relations, New Business Development, Customer Service, Microsoft Office, Word, Excel, Problem Solving, Accounts Receivable, Team Building, Account Management, Outlook, Billing, Teamwork, Administration, Sales Management, Time Management, Payroll, Sales Operations, National Accounts, Major Accounts, Customer Events, Microsoft Word, System Administration, Microsoft Excel, Training, Leadership, Management, Sales, Social Networking, Strategic Planning, Marketing
Education
University of Nevada-Reno 1990 — 1994
BS, Finance
Bishop Manogue High School 1981 — 1985
Sterling Insurance, A Windsor Health Group Company December 2014 - May 2015
Catalyst 360 July 2014 - December 2014
Pronet May 2013 - July 2014
Alere, Inc. July 2012 - May 2013
NV Notary January 1993 - December 2012
Pronet Reno May 2010 - November 2012
Paul Financial July 2007 - August 2008
MLSG Home Loans July 1999 - September 2006
Skills
Customer Relations, New Business Development, Customer Service, Microsoft Office, Word, Excel, Problem Solving, Accounts Receivable, Team Building, Account Management, Outlook, Billing, Teamwork, Administration, Sales Management, Time Management, Payroll, Sales Operations, National Accounts, Major Accounts, Customer Events, Microsoft Word, System Administration, Microsoft Excel, Training, Leadership, Management, Sales, Social Networking, Strategic Planning, Marketing
Education
University of Nevada-Reno 1990 — 1994
BS, Finance
Bishop Manogue High School 1981 — 1985
Clint Sholl's Paul Financial Experience December 2005 - May 2007
Job Director of Investment Consulting at Sholl & Associates
Industry Financial Services
Experience
Sholl & Associates February 2014 - Present
Riverstone Residential Group January 2013 - February 2014
CBRE May 2010 - December 2012
SIFF Investment Services February 2009 - January 2010
Paul Financial December 2005 - May 2007
Wells Fargo Home Mortgage August 2003 - November 2005
Wells Fargo December 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Marketing, Real Estate Economics, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Transactions, Asset Management, Real Estate Development, Management, Portfolio Management, Microsoft Excel, Property Management, Finance, Contract Negotiation, Brokerage, Forecasting, Lead Generation, Commercial Real Estate..., Commercial Real Estate..., Underwriting, Risk Assessment, Market Research, Project Management, Marketing Strategy, Business Development, Sales, Budgets, Customer Service, CRM, Analysis, Negotiation, Leadership, PowerPoint, Commercial Real Estate, Commercial Real Estate..., Acquisitions, Dispositions, Asset Dispositions, Investment Properties, Investment Advisory, Investment Strategies, Location Intelligence, Business Strategy, Strategic Planning, Asset Allocation, Microsoft Office
Education
Golden Gate University 2007 — 2009
Master of Science (M.S.), Finance, General
UCSB 1997 — 2001
Bachelor of Science (B.S.), Philosophy
Sholl & Associates February 2014 - Present
Riverstone Residential Group January 2013 - February 2014
CBRE May 2010 - December 2012
SIFF Investment Services February 2009 - January 2010
Paul Financial December 2005 - May 2007
Wells Fargo Home Mortgage August 2003 - November 2005
Wells Fargo December 2001 - August 2003
Skills
Due Diligence, Financial Analysis, Mergers & Acquisitions, Marketing, Real Estate Economics, Financial Modeling, Valuation, Real Estate, Investments, Real Estate Transactions, Asset Management, Real Estate Development, Management, Portfolio Management, Microsoft Excel, Property Management, Finance, Contract Negotiation, Brokerage, Forecasting, Lead Generation, Commercial Real Estate..., Commercial Real Estate..., Underwriting, Risk Assessment, Market Research, Project Management, Marketing Strategy, Business Development, Sales, Budgets, Customer Service, CRM, Analysis, Negotiation, Leadership, PowerPoint, Commercial Real Estate, Commercial Real Estate..., Acquisitions, Dispositions, Asset Dispositions, Investment Properties, Investment Advisory, Investment Strategies, Location Intelligence, Business Strategy, Strategic Planning, Asset Allocation, Microsoft Office
Education
Golden Gate University 2007 — 2009
Master of Science (M.S.), Finance, General
UCSB 1997 — 2001
Bachelor of Science (B.S.), Philosophy
Alexis Brown's Paul Financial Experience August 2003 - May 2006
Job Assistant State Auditor at State of Washington
Industry Accounting
Experience
State of Washington May 2012 - Present
Paul Financial August 2003 - May 2006
Education
Bentley University 2010 — 2011
Master's of Science, Accountancy
University of Puget Sound 1999 — 2003
BA, Business Administration, Economics
State of Washington May 2012 - Present
Paul Financial August 2003 - May 2006
Education
Bentley University 2010 — 2011
Master's of Science, Accountancy
University of Puget Sound 1999 — 2003
BA, Business Administration, Economics
Kevin Baltz's Paul Financial Experience February 2004 - August 2007
Job Client Service Associate at Abbot Downing
Industry Financial Services
Experience
Abbot Downing August 2013 - Present
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo Bank December 2007 - September 2012
Paul Financial February 2004 - August 2007
Skills
Credit, Credit Analysis, Mortgage Lending, Banking
Education
University of Phoenix 2011 — 2013
Associate’s Degree, Business Administration
Abbot Downing August 2013 - Present
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo Bank December 2007 - September 2012
Paul Financial February 2004 - August 2007
Skills
Credit, Credit Analysis, Mortgage Lending, Banking
Education
University of Phoenix 2011 — 2013
Associate’s Degree, Business Administration
Kevin Ratto's Paul Financial Experience August 2003 - May 2007
Job Account Executive at Pacific Union Financial
Industry Financial Services
Experience
Pacific Union Financial February 2012 - Present
First California Mortgage Company September 2008 - December 2011
Indymac Bank June 2007 - July 2008
Paul Financial August 2003 - May 2007
GreenPoint Mortgage 1998 - 2003
Education
CSU Sacramento 1992 — 1997
BA, Organizational Communication
Pacific Union Financial February 2012 - Present
First California Mortgage Company September 2008 - December 2011
Indymac Bank June 2007 - July 2008
Paul Financial August 2003 - May 2007
GreenPoint Mortgage 1998 - 2003
Education
CSU Sacramento 1992 — 1997
BA, Organizational Communication