Phoenix Asset Management
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Phoenix Asset Management Employees
Shipley Associates December 2009 - Present
Utah Transit Authority September 2009 - December 2009
Phoenix Asset Management March 2009 - August 2009
Logistic Specialties Inc January 1999 - November 2008
State of Utah January 1995 - January 1999
Skills
IT Management, IT Strategy, Social Technologies, IT Operations, Strategic IT, Analysis, Process Improvement, System Administration, Information Technology, Network Administration, Integration, Windows Server, Project Management, Telecommunications, Active Directory, Servers, Program Management, Management, Networking, Troubleshooting, Project Planning, Strategic Planning, Leadership, Team Building, Security, VMware, Databases
Education
University of Phoenix 1998 — 2001
BS, Business Information Systems
Brigham Young University 1989 — 1991
Citywide Home Loans January 2014 - Present
Wells Fargo Home Mortgage April 2011 - January 2014
Downs Financial Inc October 2010 - April 2011
Phoenix Asset Management January 2009 - November 2010
Skyline ATS April 2008 - January 2009
TLP Funding November 2007 - April 2008
Countrywide Mortgage Corp April 2007 - September 2007
New Century Mortgage Corp November 2004 - April 2007
Argent Mortgage Corp February 2003 - November 2004
American Standard Mortgage September 2001 - February 2002
Skills
Mortgage Lending, Loans, Mortgage Banking, Finance, Management, Sales, Training, Refinance, Sales Operations, Asset Management, FHA, Credit, Loan Origination, Real Estate, Investment Properties, First Time Home Buyers, REO, Short Sales, Asset Managment, Residential Homes
Education
Oakland University 1996 — 1998
BA, Communications
Strategic Wealth Planning April 2013 - Present
Phoenix Asset Management January 2012 - March 2013
Dolphin Capital Management March 1998 - February 2012
Towers Perrin May 1996 - March 1998
T. Rowe Price December 1995 - May 1996
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Strategies, Trading Systems, Managed Futures, Technical Analysis, Quantitative Analysis, Investment Management, Asset Management, Software Design, Operations, Futures, FX, Derivatives, Mutual Funds, Trading, Commodity, Options
Education
University of Florida
Bachelor of Science in Business Administration, Finance and Marketing
Carrington Real Estate Services October 2013 - Present
US Preferred Realty, Inc January 2012 - September 2013
Phoenix Asset Management 2013 - 2013
Integrated Asset Services 2012 - 2013
Team Investments Inc April 2011 - January 2012
Concordia Homes November 2006 - January 2008
Skills
Investment Properties, Investors, Investments, Short Sales, Sellers, Real Estate, Default, Foreclosures, Valuation, First Time Home Buyers, REO, Property, Relocation, New Home Sales, Buyer Representation
Education
Arizona School of Real Estate & Business 2006 — 2006
Real Estate
Eastern Oregon University 1990 — 1993
Business, Management, Marketing, and Related Support Services
The Money Source, Servicing Division March 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage October 2013 - March 2015
Wells Fargo Home Mortgage November 2012 - October 2013
First American Title April 2012 - November 2012
Chase September 2010 - April 2012
Phoenix Asset Management January 2007 - August 2010
Accutitle Agency (Lerner, Sampson, & Rothfuss) September 2004 - September 2006
US Bank, NA April 2001 - September 2004
Traveler’s Bank & Trust September 2000 - March 2001
National City Bank September 1998 - September 2000
Skills
REO, Foreclosures, Loans, Evictions, FHA, Real Estate Transactions, Short Sales, Real Estate, Referrals, Mortgage Lending, Residential Homes, Investment Properties, Investments, Customer Service, Sales, Microsoft Office, Property Management, First Time Home Buyers, Relocation, Sellers, Registered Vendor in..., HUD, Refinance, Loan Servicing, Default Loan Servicing, Change Management, Operations Analysis
Education
University of Cincinnati 2011 — 2015
Bachelor of Arts (B.A.), Psychology
University of Cincinnati 2008 — 2010
AA, Psychology
Century 21 HomeStar October 2010 - Present
Summit County Haz Mat Response Team April 2008 - Present
Hudson Fire Department December 2005 - Present
Prudential Kathy Reid Realty July 1997 - October 2010
Keystone Asset Management 2007 - 2010
Phoenix Asset Management 2005 - 2009
RH Donnelley May 1996 - May 1997
Skills
First Time Home Buyers, Foreclosures, Short Sales
Education
Miami University 1992 — 1996
BS Arts & Sciences, Political Science
Walsh Jesuit 1988 — 1992
Gentry Real Estate Group September 2012 - Present
Phoenix Asset Management July 2011 - December 2014
Brewer Caldwell Property Management January 2007 - June 2008
Acacia Lakes Apartments August 1999 - December 2001
Skills
Short Sales, First Time Home Buyers, Investment Properties, Investors, Real Estate, Foreclosures, REO, Residential Homes, Customer Service, Event Coordinator, Fundraising, Property Management, Leasing, Title Services
Education
Arizona School of Real Estate and Business 2006 — 2016
Real Estate License
Mesa Community College 1995 — 1996
Associate of Arts (A.A.)
USA Fact July 2013 - Present
Phoenix Asset Management December 2006 - January 2012
SLS 2005 - 2006
Skills
Access, Microsoft Excel, Microsoft SQL Server, Asset Management, Visio
Education
Metropolitan State University of Denver 1989 — 1991
Bachelors, Professional Pilot
University of Colorado Boulder 1988 — 1989
Bachelors, Aerospace Engineering
Front Range Community College 1985 — 1987
Associates, Electronics
Pomona High School 1983 — 1985
Phoenix Asset Management July 2013 - Present
Integrated Asset Services August 2012 - July 2013
Phoenix Asset Management March 2008 - May 2012
Wilshire Credit Corporation 2006 - 2008
PGP Valuation 2002 - 2005
Bank of Salem 1995 - 1998
Skills
Real Estate, Valuation, REO, Investment Properties, Foreclosures, Short Sales, Mortgage Lending, Investments, Disposition, Residential Homes, Investors, Property Management, Real Estate Transactions, Asset Managment, Appraisals, Commercial Real Estate, Commercial Real Estate..., Asset Management, Portfolio Management, Property, Loan Servicing, Sellers, Loss Mitigation, Default, FHA, Loan Origination
Education
American College of Real Estate Appraisal 2002 — 2003
Commercial Real Estate Appraisal
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Finance, Bachelor of Science Business Administration