Paul Financial, LLC

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Paul Financial, LLC Employees

Employee
Years
Job
Industry
Layla Alexander Layla Alexander San Rafael, California Details
Layla Alexander's Paul Financial, LLC Experience June 2006 - August 2007
Job Account Executive at Manifeste Marketing
Industry Marketing and Advertising
Experience
Manifeste Marketing   2014 - Present
McCallion Properties LLC   April 2013 - September 2014
Union Bank  September 2007 - March 2010
Paul Financial LLC  June 2006 - August 2007

Skills
Account Management, Sales, Marketing Communications, Communication, Financial Analysis, Integrated Marketing, Client Relations, Non-profit Volunteering, Advertising, Marketing, Marketing Strategy, Management, Event Planning

Education
Fisk University   2002 — 2006
Bachelor of Science (B.S.) in Business Administration, International Business

Monica Munoz, CFP® Monica Munoz, CFP® San Francisco Bay Area Details
Monica Munoz, CFP®'s Paul Financial, LLC Experience June 2005 - September 2007
Job Investment Advisor Litman Gregory Asset Management
Industry Financial Services
Experience
Litman Gregory  October 2007 - Present
Paul Financial LLC  June 2005 - September 2007
Alders Financial Solutions   June 2000 - June 2005

Skills
Asset Managment, Retirement Planning, Customer Service, Mortgage Lending, Microsoft Office, Microsoft Excel, PowerPoint

Education
Sonoma State University
Bachelor of Science, Business (Finance)

UC Berkeley   2010 — 2012
Certificate, Professional Sequence in Personal Financial Planning

John Stavrou John Stavrou San Francisco Bay Area Details
John Stavrou's Paul Financial, LLC Experience November 2004 - November 2007
Job Account Executive at Redwood Toxicology Laboratory
Industry Management Consulting
Experience
Redwood Toxicology Laboratory  April 2015 - Present
Redwood Toxicology Laboratory  October 2009 - April 2015
Ultimate Staffing  2008 - 2008
Paul Financial LLC  November 2004 - November 2007

Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Business Development, Refinance, Account Management, Credit Analysis, Strategic Planning, Contract Negotiation, Team Building, Customer Service, PowerPoint, Microsoft Excel, Cold Calling, Analysis, Strategy, Sales Management, Management, CRM, Sales Operations, Employee Benefits, Salesforce.com

Education
Sonoma State University   2000 — 2003
Bachelor, International Business

Carl Chiu Carl Chiu San Francisco Bay Area Details
Carl Chiu's Paul Financial, LLC Experience September 2003 - January 2008
Job Owner at KC Investment Holdings
Industry Information Technology and Services
Experience
KC Investment Holdings   June 2008 - Present
Information Technology  February 2008 - Present
Paul Financial, LLC   September 2003 - January 2008
GreenPoint Mortgage (Capital One)   August 1999 - August 2003
Montgomery Securities/Banc of America Securities   1999 - 1999

Skills
Vendor Management, Disaster Recovery, Security, Servers, Management, System Administration, Integration, Data Center, Active Directory, SDLC, Business Analysis, Windows Server, Mortgage Banking, Team Building, Troubleshooting, Virtualization, Technical Support

Education
Saint Mary's College of California   1995 — 1998
BS

Shannon Schultz Shannon Schultz Fairfield, California Details
Shannon Schultz's Paul Financial, LLC Experience October 2006 - May 2007
Job Financial Accounting Analyst at Northbay Healthcare
Industry Hospital & Health Care
Experience
Northbay Healthcare  June 2007 - Present
Paul Financial, LLC   October 2006 - May 2007
KPMG  August 2004 - October 2006

Education
Sonoma State University   2001 — 2004

Mara Nowak Mara Nowak San Francisco Bay Area Details
Mara Nowak's Paul Financial, LLC Experience June 2005 - March 2006
Job Underwriter at American Pacific Mortgage
Industry Financial Services
Experience
American Pacific Mortgage  May 2014 - Present
Guarantee Mortgage  January 2012 - May 2014
First California Mortgage Company  September 2011 - December 2011
Land Home Financial Services  June 2010 - September 2011
Greenpoint Mortgage (a Capital One company)   April 2006 - October 2007
Paul Financial LLC  June 2005 - March 2006
Greenpoint Mortgage  July 2001 - June 2005
GreenPoint Mortgage  August 1998 - July 2001

Skills
Mortgage Lending, Process Improvement, Loans, FHA, Mortgage Banking, Refinance, Management, Leadership, Analysis, Underwriting, Credit, Loan Origination, Agile Methodologies, Real Estate, Training

Education
Sonoma State University   2009 — 2010
Single Subject Teaching Credential, Mathematics

University of Minnesota-Duluth   1990 — 1992
BBA, Management

Petaluma High School

W. Jason Ceglarz W. Jason Ceglarz San Francisco Bay Area Details
W. Jason Ceglarz's Paul Financial, LLC Experience August 2005 - April 2007
Job Asset Management at Shorenstein Realty Services
Industry Real Estate
Experience
Shorenstein Realty Services  July 2014 - Present
Deutsche Bank  June 2013 - August 2013
WHV Investment Management, Inc.   August 2010 - July 2012
AllianceBernstein  June 2007 - July 2010
Paul Financial LLC  August 2005 - April 2007

Skills
Series 7, Asset Allocation, Bloomberg, Alternative Investments, Asset Managment, Equities, Series 63, Investments, Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Financial Modeling, Financial Analysis, Securities, Valuation, Investment Management, Asset Management

Education
University of Southern California   2012 — 2014
Master of Business Administration (MBA)

University of Colorado at Boulder - Leeds School of Business   2000 — 2004
Bachelor of Science, Business Administration, Finance (Emphasis in Accounting)

Angela Bliss-Steiner Angela Bliss-Steiner San Francisco Bay Area Details
Angela Bliss-Steiner's Paul Financial, LLC Experience October 2006 - November 2007
Job Program Manager at Google
Industry Internet
Experience
Google  September 2013 - Present
Google  February 2010 - September 2013
Aardvark  November 2007 - February 2010
Paul Financial, LLC   October 2006 - November 2007
Deer Valley   2005 - 2006

Skills
Google Docs, Google Apps, Project Management, Recruiting, Start-ups, Event Planning, Management, Customer Service, Administrative..., Expenses, Start-up Environment, Outlook, Google Groups, Concur, Oracle Applications, Trips, Google Calendar, M&A experience, Due Diligence, Google Analytics, Salesforce.com, Applicant Tracking..., Entrepreneurship, Social Networking, Social Media, Analysis, Gmail, Onboarding, Analytics, Competitive Analysis, College Recruiting, Communication, Program Management

Education
University of California, Berkeley
Bachelor of Arts (B.A.)

Roberta M Celia Roberta M Celia San Francisco Bay Area Details
Roberta M Celia's Paul Financial, LLC Experience 2003 - 2007
Job Business Analyst at Healthnet
Industry Financial Services
Experience
Healthnet  July 2013 - Present
Kelly Services  July 2011 - July 2013
Seton Medical Center  April 2010 - November 2010
Chevron Corporation  January 2008 - July 2009
Kaiser Permanente  September 2008 - November 2008
Paul Financial LLC  2003 - 2007
Greenpoint Mortgage/Headlands Mortgage   2000 - 2003

Education
Louisiana State University   1972 — 1976
BS, General Studies emphasis in Business

Chad Santander Chad Santander San Francisco Bay Area Details
Chad Santander's Paul Financial, LLC Experience January 2007 - April 2008
Job EVP, Capital Markets
Industry Financial Services
Experience
Bay Equity   December 2009 - Present
Northern California Surf Inc.   February 2008 - January 2012
Paul Financial, LLC   January 2007 - April 2008
HSBC Mortgage Services  September 2004 - March 2006
ABN AMRO  October 1999 - December 2003
Tuttle & Co.   1994 - 1999

Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Credit, Residential Mortgages, Banking, Underwriting, FHA, Credit Analysis, Loss Mitigation, Investments

Education
University of California, Davis   1988 — 1993

Todd Carroll Todd Carroll Seattle, Washington Details
Todd Carroll's Paul Financial, LLC Experience 2003 - 2007
Job Network Administrator
Industry Information Technology and Services
Experience
First Choice Health Network  August 2008 - Present
Perceptive Software  January 2008 - August 2008
Paul Financial, LLC   2003 - 2007

Skills
Virtualization, VMware, EDM, Enterprise Content..., System Center, Microsoft SQL Server, Windows Server, Nimble, Requirements Analysis, Troubleshooting, Project Management, Active Directory, Process Improvement, Agile Methodologies, Business Analysis, Business Process..., Input Accel, ImageNow, Scanners, HP, Citrix, Symantec Backup, System Administration, Software Documentation, Technical Support, Disaster Recovery, Servers, Document Management, Operating Systems, Document Imaging, vSphere, VMware Infrastructure

Education
University of Iowa   1995 — 2000
Bachelor of Liberal Arts

Marj Hansen Marj Hansen San Francisco Bay Area Details
Marj Hansen's Paul Financial, LLC Experience June 2003 - December 2008
Job Asst Vice President, Senior Accountant at Headlands Asset Management LLC
Industry Financial Services
Experience
Headlands Asset Management LLC   January 2009 - Present
Paul Financial LLC  June 2003 - December 2008
Phoenix American  July 2000 - January 2002
GreenPoint Mortgage  1998 - 2000
GreenPoint Mortgage/Headlands Mortgage   1993 - 2000
Headlands Mortgage Co.   1993 - 2000
First California Mortgage Co   1988 - 1993

Skills
Loan Origination, Mortgage Banking, Credit Analysis, Mortgage Lending, Account Reconciliation, Management, Banking, QuickBooks, Human Resources, Training, Access

Education
Sonoma State University   2003 — 2005
BS, Business (Accounting)

College of Marin   2001 — 2003
AA/AS, Business & Liberal Arts

San Rafael High School   1965 — 1969
College Prep

Nora Mui Nora Mui San Francisco Bay Area Details
Nora Mui's Paul Financial, LLC Experience 2003 - 2007
Job AVP Treasury
Industry Banking
Experience
paul financial llc  2003 - 2007
Headlands Mortgage  1998 - 2003
greenpoint financial  1995 - 2003

Education
San Francisco State University, College of Business

Char-Lotte Vier-Carmody Char-Lotte Vier-Carmody Petaluma, California Details
Char-Lotte Vier-Carmody's Paul Financial, LLC Experience 2004 - 2006
Job First california mortgage
Industry Real Estate
Experience
First California Mortgage Company  March 2015 - Present
Hudson Street Design of Marin   December 2013 - Present
Colliers International  October 2007 - June 2013
Madison Marquette  October 2007 - May 2011
Residential Mortgage Capital  December 2006 - August 2007
Paul Financial, LLC   2004 - 2006
GreenPoint Mortgage/Capital One  1999 - 2004
GreenPoint Mortgage  1998 - 2003

Skills
Administrative..., Banking, Customer Service, Investment Properties, Leadership, Loan Origination, Management, Microsoft Excel, Microsoft Office, Mortgage Banking, Real Estate

Education
College of Marin

Atousa Badgett Atousa Badgett San Francisco Bay Area Details
Atousa Badgett's Paul Financial, LLC Experience October 2003 - November 2007
Job Senior Quality Assurance Analyst at RPM Mortgage, Inc.
Industry Real Estate
Experience
RPM Mortgage, Inc.   June 2013 - February 2015
The Prieston Group Diligence   January 2009 - June 2013
PBIS Insurance Services   September 2008 - December 2008
American Mortgage Law Group   May 2008 - September 2008
Paul Financial, LLC   October 2003 - November 2007
GreenPoint Mortgage  October 1993 - October 2003
GreenPoint Mortgage  October 1993 - October 2003

Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Underwriting, Risk Management, Fraud, Loan Origination, Loss Mitigation, Due Diligence, Residential Mortgages, Mortgage Underwriting, Customer Service, Banking, Credit Analysis, Financial Risk, Refinance, Microsoft Excel, Team Building, Financial Analysis, Loan Servicing, Mortgage Servicing, Commercial Mortgages, Insurance, Real Estate, Strategic Planning, Training, Analysis

Education
University of San Francisco
Bachelor's degree, Psychology

Athenian School   1976 — 1979
Diploma

Jacqueline Aijala Jacqueline Aijala San Francisco Bay Area Details
Jacqueline Aijala's Paul Financial, LLC Experience July 2003 - January 2008
Job Accountant at Headlands Asset Management, LLC
Industry Financial Services
Experience
Headlands Asset Management, LLC   January 2008 - Present
Peter Paul Wines, LLC   January 2007 - Present
Paul Financial, LLC   July 2003 - January 2008
Fair Isaac  August 2000 - November 2002

Education
Sonoma State University   1993 — 2003
Bachelor of Applied Science (B.A.Sc.), Accounting

Greenpoint Mortgage Banking

Andrew Delgado Andrew Delgado San Francisco Bay Area Details
Andrew Delgado's Paul Financial, LLC Experience November 2003 - July 2004
Job Private Mortgage Banker at Well Fargo
Industry Real Estate
Experience
Wells Fargo Private Mortgage  July 2012 - November 2013
Priority Lenders Mortgage Corp   October 2010 - April 2012
Fountain Grove Lending   December 2007 - October 2010
First California Mortgage Company  November 2005 - November 2007
Benchmark Lending Group  October 2004 - September 2005
Paul Financial ,LLC  November 2003 - July 2004
National City Mortgage  December 2002 - November 2003
North American Mortgage Company  July 1993 - December 2002

Skills
Investment Properties, Loans, Mortgage Lending, FHA, Refinance, Credit, Real Estate, Referrals, Property, Leadership, Loan Origination, Mortgage Banking, VA loans, USDA, Residential Mortgages, FHA financing

Education
Sonoma State University
BA, Management/Accounting

South San Francisco
Bachelor of Business Administration (BA), Accounting and Business/Management