Pentech Financial Services
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Pentech Financial Services Employees
Gwire Law Offices October 2014 - Present
Law Offices of Lisa Battista May 2014 - December 2014
Pacific American Law Group July 2012 - January 2014
Minami Tamaki LLP October 2010 - July 2011
Gwire Law Offices October 2008 - June 2010
Pentech Financial Services December 2007 - September 2008
Self-employed February 2007 - November 2007
Cotchett, Pitre & McCarthy September 2002 - January 2007
Skills
Litigation, Legal Research, Legal Writing, Wrongful Death, Civil Litigation, Courts, Commercial Litigation, Trial Practice, Appeals, Trials, Class Actions, Employment Law
Education
UC Hastings College of the Law 2004 — 2007
Juris Doctorate
University of San Francisco 1999 — 2003
Bachelor of Science (B.S.), Applied Economics, GPA: 3.75
De Anza College 1991 — 1994
lower division coursework, Political Science, Intercultural Studies
Canton McKinley High School
Salesforce June 2015 - Present
FinancialForce.com October 2012 - June 2015
FinancialForce.com December 2011 - October 2012
FinancialForce.com September 2010 - December 2011
Scout Labs June 2009 - August 2009
Pentech Financial Services June 2008 - August 2008
Skills
Salesforce.com, Sales Process, Force.com, Sales, Cloud Computing, SaaS, CRM, Enterprise Software, Solution Selling, Lead Generation, Professional Services, Account Management, Business Development, Direct Sales, Software Industry, Selling, Demand Generation, Start-ups, Marketing Automation, Go-to-market Strategy, Sales Operations, Pre-sales, Sales Presentations, Business Intelligence, Partner Management, Product Marketing, Product Management, B2B
Education
Loyola Marymount University 2008 — 2010
Bachelor of Arts, Economics
California Polytechnic State University-San Luis Obispo 2006 — 2008
Economics
Bellarmine College Preparatory 2002 — 2005
HS, General
Channel Partners LLC March 2009 - Present
Predictifund, Inc a subsidiary of Capital Access Network, Inc May 2007 - March 2009
Pentech Financial Services August 2005 - April 2007
U.S. Bank Equipment Finance 1996 - 2005
Skills
Loans, Small Business Lending, Financial Analysis, Banking, New Business Development, Strategic Planning, Asset Based Lending, Relationship Management, Commercial Lending, Sales, Portfolio Management, Funding
Education
Iowa State University 1976 — 1981
Bachelor's of Science, Industrial Administration and Economics
Colliers International April 2013 - Present
Colliers International July 2010 - April 2013
Pentech Financial Services August 2008 - June 2010
Pentech Financial Services May 2007 - July 2008
Arrow Capital Corporation April 2006 - May 2007
Arrow Capital Corporation May 2005 - April 2006
Skills
Business Objects, Active Directory, Adobe Creative Suite, Microsoft Exchange, Flash, Portfolio Management, Financial Analysis, Technical Writing, Strategic Planning, Business Process..., Forecasting, Contract Negotiation, Crystal Reports, Access, Software Documentation, Data Analysis
Education
California Lutheran University 2001 — 2005
BS, Business Admin Concentration Management
Bellarmine College Preparatory 1998 — 2001
City of Santa Clara January 2013 - February 2015
Pentech Financial Services February 2007 - February 2009
Greater Bay Bank August 2005 - February 2007
Comerica Bank March 2004 - August 2005
Skills
Financial Analysis, Credit, Loans, Credit Analysis, Cash Management, Commercial Lending, Financial Statement..., Account Reconciliation, Accounting, Portfolio Management, Commercial Banking, Financial Reporting, Banking, Treasury Management, Credit Risk, Lines Of Credit, PeopleSoft, Pivot Tables
Education
University of California, Davis 2000 — 2003
Bachelor of Science, Managerial Economics
None November 2009 - Present
Retired 1994 - 2011
San Mateo Bulldogs Collegiate Baseball 1981 - 2011
Pentech Financial Services June 2006 - November 2009
Test Equity June 2006 - July 2007
Telogy, LLC. 1997 - 2006
Skills
Sales, Strategic Planning, Salesforce.com, Marketing, Marketing Strategy, Change Management, Product Development
Education
San Francisco State University 1988 — 1990
Bachelor of Science (BS), Social Sciences
College of San Mateo 1979 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
The University of Texas at Austin 1970 — 1973
Bachelor of Science (BS), Political Science and Government
Pentech Financial Services March 2013 - January 2014
Santander Consumer USA Inc. September 2010 - December 2011
CITI FINANCIAL AUTO January 2001 - December 2011
Auto One January 1998 - January 2001
Milano's Restaurant/Bar 1981 - 1998
Skills
Microsoft Office, Customer Service, Customer Relations, Skip Tracing, Collections Management, Debt Collection, LexisNexis, Experian, Negotiation, Research, Accounting Analysis, Account Management, Accounting, Management, Museum Collections, Strategy, Analysis, Financial Analysis, Marketing, Credit
Education
University of North Texas 1992 — 1996
Bachelor's degree, B.S. History Minor: Radio and Television/Film
Falcon Manor
Square 1 Bank July 2015 - Present
Boston Financial & Equity Corp. December 2006 - June 2015
Peace Corps June 2003 - October 2006
Pentech Financial Services June 2002 - May 2003
Boston Financial & Equity Corporation March 1999 - May 2002
Education
University of Rhode Island 1982 — 1987
Bachelor of Science (BS), Finance
Harold Zeigler Automotive Group April 2011 - Present
Mitchson Management, Inc. October 2009 - December 2011
AFC LLC November 2005 - April 2010
Pentech Financial Services 2003 - 2005
Descap Securities August 2000 - October 2003
Transamerica Commercial Finance December 1998 - July 2000
Heller Financial June 1996 - June 1998
GE Capital April 1992 - May 1996
General Electric January 1990 - March 1992
Skills
Financial Analysis, Finance, Credit, Credit Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Hamilton College 1985 — 1989
AB, Economics
Belmont Hill School 1981 — 1985
eCapital LLC September 2013 - Present
eCapital LLC May 2011 - August 2013
eCapital LLC May 2010 - April 2011
eCapital LLC April 2009 - May 2010
Pentech Financial Services November 2004 - January 2009
Banc of America Vendor Finance August 2002 - August 2003
Arrow Capital Corporation September 2001 - August 2002
MarCap Vendor Finance Corporation July 2000 - August 2001
MarCap Vendor Finance Corporation June 1998 - July 2000
Mitsui Vendor Leasing (USA) Inc. October 1995 - May 1998
Skills
Credit, Management, Portfolio Management, Start-ups, Program Management, Marketing, Finance
Education
Middlebury College 1989 — 1993
B.A., Major: Economics, Concentration: Mathematics
SLEEPMED October 2008 - Present
Pentech Financial Services 2007 - 2008
Education
De Anza College
Real Estate
Silicon Valley RE Group at Keller Williams October 2002 - Present
Silicon Valley RE Group October 2002 - Present
Silicon Valley RE Group 2015 - 2015
Silicon Valley RE Group 2015 - 2015
Coldwell Banker Residential Brokerage September 2008 - September 2009
Sereno Group April 2007 - September 2008
Coldwell Banker Residential Brokerage September 2002 - April 2007
JCDecaux San Francisco July 1999 - September 2002
Mountaingate Engineering March 1989 - July 1999
Pentech Financial Services 1987 - 1989
Skills
Real Estate, Real Estate Paralegal, Short Sales, REO, Financial Analysis, Sellers, First Time Home Buyers, Referrals, Contract Negotiation, Real Estate Economics, Real Estate Financing, Appraising, Selling, Mortgage Lending, Home Staging, Investors, Single Family Homes, Real Property, Real Estate Transactions, Foreclosures, Investment Properties, Listings, Resellers, Residential Homes, Buyer Representation, Relocation, SFR, New Home Sales, Luxury, Property, 1031 Exchanges, New Homes, Income Properties, Townhomes, Seniors, Commercial Real Estate, ABR, HUD, e-PRO, Condos, Relocation Buyers, FHA, Investments, Buyers, Move Up Buyers, Rentals
Education
De Anza College 2001 — 2003
Real Estate Sales, Real Estate
San Jose State University 1990 — 1991
Certification, Power Electronics
Heald College 1987 — 1989
AAS, Electronic Engineering Technology
Morro Bay High School 1980 — 1982
Harker Academy 1972 — 1977
Cazoomi October 2009 - Present
CnCpartners September 2008 - Present
Sererra June 2008 - October 2009
NetSuite November 2007 - May 2008
HBD & Associates July 2002 - October 2007
Pentech Financial Services June 2001 - May 2002
Actuate Corporation October 2000 - May 2001
Moriyama High School June 1995 - June 1998
Merrill Lynch December 1994 - June 1995
Skills
Force.com, Oracle E-Business Suite, Email Marketing, Cloud Computing, Accounting, Business Strategy, Consulting, Customer Service, Web Design, Product Development, E-commerce, Finance, Team Leadership, Social Media, Online Marketing, Non-profits, Sales, Software Implementation, Marketing Strategy, Constant Contact, NetSuite, Zoho CRM, Conversational Japanese, SAP, Salesforce.com, ERP, Integration, Financial Reporting, Requirements Gathering, Revenue Forecasting, Revenue Recognition, Account Management, New Business Development, Product Management, Competitive Analysis, Start-ups, Business Development, Entrepreneurship, Strategy, Cross-functional Team..., Solution Selling, Leadership, Management, CRM, Sales Operations, Project Management, Strategic Partnerships, Analysis, Business Intelligence, Nonprofits
Education
University of San Francisco - School of Management 1999 — 2001
MBA/MA, Finance and Accounting
University of North Texas 1992 — 1994
B.A., History & Asian Studies
Texas Tech University 1990 — 1992
Associates Degree, Accounting & Asian Studies
StudioQuel.com January 2005 - Present
Liquid Agency May 2014 - July 2015
Nordstrom June 2013 - August 2013
Tiny Prints April 2013 - May 2013
Nordstrom May 2010 - April 2013
KBM Workspace April 2011 - August 2011
Nordstrom May 2009 - May 2010
Nordstrom December 2006 - May 2009
Pentech Financial Services August 2008 - December 2008
Nordstrom December 2005 - December 2006
Education
California State University-Sacramento 2000 — 2004
Bachelor of Applied Science (BASc), Graphic Design
East West Bank July 2015 - Present
Bay Commercial Bank July 2012 - July 2015
Bank of the West July 2010 - April 2012
Mountain Pacific Bank April 2008 - March 2010
Pentech Financial Services July 2006 - February 2008
Skills
Underwriting, Credit, Credit Analysis, Loans, Commercial Banking, Banking, Credit Risk, Commercial Lending, Risk Management, Portfolio Management, Financial Risk, Financial Analysis, Small Business Lending, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Construction Loans, Cash Flow, Cash Flow Lending, Financial Structuring, Financial Statement...
Education
San Jose State University 2003 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Guild Mortgage April 2015 - Present
eCapital LLC 2013 - Present
Freight Capital / eCapital LLC August 2009 - December 2013
Cal-Western Reconveyance Corp., February 2009 - August 2009
Pentech Financial Services July 2007 - December 2008
Dollar Mortgage Corporation April 2007 - July 2007
New Century Mortgage February 2004 - March 2007
Skills
Risk Management, Portfolio Management, Financial Analysis, Data Analysis, Credit, Factoring, Credit Analysis, Project Management, Asset Based Lending, Commercial Lending, Mergers & Acquisitions, Contract Management, Mortgage Underwriting, Loan Servicing, Funding, Management, Loans, Finance, Sales, Banking
Education
University of Phoenix 2009 — 2011
Bachelor of Science (BS), Health/Health Care Administration/Management
American School of Mortgage Banking 2005 — 2006
Conventional Underwriting
Allied Business School 2004 — 2005
Real Estate Appraisal
SAP September 2014 - Present
SAP October 2012 - Present
SAP September 2011 - Present
ProMatch/Nova November 2010 - July 2011
TsW Solutions April 2008 - July 2010
Cisco January 2006 - March 2006
Pentech Financial Services April 2001 - August 2004
Skills
Project Coordination, Research, Human Resources, Employee Handbooks, New Hire Orientations, LinkedIn, Employee Relations, Talent Management, Interviews, Workforce Planning, Leadership, Personnel Management, Project Management, Training, Employee Benefits, Onboarding, Succession Planning, Management, Organizational..., Workshop Facilitation, Employee Engagement
Education
Fielding Graduate University 2011 — 2012
Organizational Management and Development
HRCI-Human Resources Certification Institute 2010 — 2011
PHR, Human Resources
UCSC 2010 — 2011
Certificate, Human Resources Management
ASTD
Howard University
B.A., Communications
Rip Miller 2003 - Present
Pentech Financial Services 1998 - 2001
Skills
Negotiation, P&L Management, Real Estate, Residential Homes, Business Development, Venture Finance, Tax Derivatives, Corporate Finance, Equipment Leasing
Education
University of Missouri-Columbia
Bachelor of Arts (B.A.)
Atlantic Aviation, FBO March 2010 - Present
Pentech Financial Services April 2008 - March 2010
Wildcat Metals October 2007 - January 2008
Unified Capital Group July 2004 - August 2007
First Franklin September 1998 - July 2004
First Franklin May 2002 - July 2003
First Franklin December 2000 - May 2002
First Franklin September 1998 - December 2000
Skills
Problem Solving, Data Entry, Documentation, Real Estate
Education
De Anza College 1999 — 2005
A.A, Business
School of Mortgage Lending 2004 — 2004
Certificate, Real Estate
Forsythe Technology January 2015 - Present
Forsythe Technology November 2009 - December 2014
Pentech Financial Services 2004 - 2008
Pentech Financial Services 2004 - 2008
MarCap 2001 - 2003
Skills
Finance, Financial Analysis, Salesforce.com, Credit, Portfolio Management, Financial Reporting, Customer Service, Strategic Planning, New Business Development, Change Management, Team Building, Software Documentation, Microsoft Excel, Process Improvement, Microsoft Office, Business Strategy, Sales, Cloud Computing, QuickBooks, Solution Selling, Business Process..., Risk Management, Marketing Strategy, Negotiation, Data Center, Enterprise Software, Leadership, Vendor Management
Education
Villanova University 2014 — 2014
Information Technology Project Management
San Diego State University-California State University
Bachelor of Science, Business Administration and Management, General
AB SCIEX March 2004 - Present
Applied Biosystems March 2006 - January 2010
Pentech Financial Services 2003 - 2004
eLease 2002 - 2003
Comdisco February 1999 - October 2001
CG Leasing, Inc. 1997 - 1999
Sport Leasing 1987 - 1997
Skills
Process Improvement, Managerial Finance, Contract Negotiation, Revenue Recognition, Training, Sales, Due Diligence, Negotiation, Finance, Program Management, Software Documentation
Education
California State Polytechnic University-Pomona
BA, Political Science, Business
eCapital LLC July 2010 - Present
Pentech Financial Services November 2003 - December 2008
Bank of America 1999 - 2003
Skills
Credit Analysis, Credit, Risk Management, Loans, Commercial Lending, documentation
Education
University of Arizona 1983 — 1988
BSBA, FINANCE
Pentech Financial Services August 2008 - Present
Matsco February 2009 - January 2010
Claims Resource Services 2008 - 2008
Fireside Bank 2003 - 2008
Imperial Collection Service 1999 - 2003
Skills
Credit, Loans, Skip Tracing, Banking, Loss Mitigation, Call Center, Loan Servicing, Mortgage Lending, Portfolio Management, Credit Analysis, Call Centers, Consumer Lending, Management, Credit Risk, Underwriting, Finance
Education
Solano Community College 1997 — 2001
Federal Public Defender 2012 - 2013
Sacramento County Conflict Criminal Defenders 2012 - 2013
Pentech Financial Services 2010 - 2013
Law Office of Ted Laguatan & Associates 2004 - 2009
Skills
Legal Research, Litigation, Legal Assistance, Mediation, Lexis, Westlaw, Legal Writing, Courts, Trials, Civil Litigation, Hearings, Legal Issues, Criminal Law
Education
University of the Pacific - McGeorge School of Law 2010 — 2013
Doctor of Law (J.D.)
UC Davis 1999 — 2004
Bachelor of Arts (B.A.)
Blue Yield May 2014 - Present
Summit Commercial Finance May 2012 - May 2014
Innovative Lease Services, Inc. (ILS) June 2010 - January 2012
Culver Capital Group June 2009 - June 2010
Pentech Financial Services November 2003 - December 2008
Skills
Credit Analysis, Credit, Credit Risk, Lines Of Credit, Credit Management, Credit Scoring, Credit Unions, Credit Control, Underwriting, Business Understanding, Operations Management, Team Management, Commercial Lending, Commercial Leasing, Vehicle Leasing, Automotive Finance, Corporate Finance, Office Management
Education
Utah State University 1998 — 2000
Bachelor's Degree, Business/Marketing/Communications
Dixie State University 1996 — 1998
Associate's Degree, Business, Management, Marketing, and Related Support Services