Planet Financial Group, LLC
Industry: Company
DescriptionFounded: 2007 Subsidiary: Green Planet Mortgage, Llc
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Planet Financial Group, LLC Employees
Employee
Years
Job
Industry
Christopher Stark Christopher Stark's Planet Financial Group, LLC Experience January 2015 - Present
Job Opportunist.
Industry Marketing and Advertising
Experience
Planet Financial Group, LLC January 2015 - Present
The EGC Group August 2013 - October 2014
Creative Vibe Advertising April 2012 - November 2012
Sony Music Entertainment September 2011 - December 2011
Adwar Video August 2008 - May 2009
Skills
Advertising, Social Media Marketing, Facebook, Digital Media, Digital Marketing, Strategic Planning, Mobile Advertising, Online Advertising, Marketing Management, Social Media, Marketing Strategy, Marketing, Marketing Communications, Media Planning, Mobile Marketing, Entertainment, Integrated Marketing, Social Networking
Education
New York Institute of Technology 2010 — 2011
Master of Arts, Communication Arts; Advertising, 3.9 GPA
Five Towns College 2003 — 2007
Bachelor of Fine Arts, Film/Video Production
Planet Financial Group, LLC January 2015 - Present
The EGC Group August 2013 - October 2014
Creative Vibe Advertising April 2012 - November 2012
Sony Music Entertainment September 2011 - December 2011
Adwar Video August 2008 - May 2009
Skills
Advertising, Social Media Marketing, Facebook, Digital Media, Digital Marketing, Strategic Planning, Mobile Advertising, Online Advertising, Marketing Management, Social Media, Marketing Strategy, Marketing, Marketing Communications, Media Planning, Mobile Marketing, Entertainment, Integrated Marketing, Social Networking
Education
New York Institute of Technology 2010 — 2011
Master of Arts, Communication Arts; Advertising, 3.9 GPA
Five Towns College 2003 — 2007
Bachelor of Fine Arts, Film/Video Production
Stacy Graaff Stacy Graaff's Planet Financial Group, LLC Experience January 2011 - July 2011
Job Litigation Paralegal at Cunningham Meyer & Vedrine, PC
Industry Insurance
Experience
Cunningham Meyer & Vedrine, PC August 2011 - Present
St. Alexius Medical Center October 1996 - Present
Planet Financial Group, LLC January 2011 - July 2011
(formerly Safeco) Liberty Mutual Insurance: Law Offices of Lawrence Cozzi 2008 - 2011
Safeco Insurance: Law offices of Stephen Haszto, then Bruno Para September 2005 - December 2008
Kane County 2004 - 2005
NBC News June 1988 - December 1988
Skills
Civil Litigation, Litigation, Legal Research, Litigation Support, Medical Malpractice, Legal Assistance, Westlaw, Personal Injury..., Lexis, Paralegals, Notary Public, Workers Compensation, Personal Injury, Depositions, Courts, Pleadings, Legal Writing, LexisNexis, Trials, Criminal Law
Education
Elgin Community College 2003 — 2004
BVC Certificate, Paralegal
University of Missouri-Saint Louis 1984 — 1988
B.A., English
Cunningham Meyer & Vedrine, PC August 2011 - Present
St. Alexius Medical Center October 1996 - Present
Planet Financial Group, LLC January 2011 - July 2011
(formerly Safeco) Liberty Mutual Insurance: Law Offices of Lawrence Cozzi 2008 - 2011
Safeco Insurance: Law offices of Stephen Haszto, then Bruno Para September 2005 - December 2008
Kane County 2004 - 2005
NBC News June 1988 - December 1988
Skills
Civil Litigation, Litigation, Legal Research, Litigation Support, Medical Malpractice, Legal Assistance, Westlaw, Personal Injury..., Lexis, Paralegals, Notary Public, Workers Compensation, Personal Injury, Depositions, Courts, Pleadings, Legal Writing, LexisNexis, Trials, Criminal Law
Education
Elgin Community College 2003 — 2004
BVC Certificate, Paralegal
University of Missouri-Saint Louis 1984 — 1988
B.A., English
Chelsea O'Connor's Planet Financial Group, LLC Experience July 2014 - January 2015
Job Staff Accountant, New Neighborhoods Inc.
Industry Accounting
Experience
New Neighborhoods, Inc. January 2015 - Present
Planet Financial Group, LLC July 2014 - January 2015
BL Companies June 2013 - August 2013
Skills
Account Reconciliation, Accounts Receivable, Accounting, Invoicing, Sales, Financial Reporting, Financial Accounting, QuickBooks, Auditing, GAAP, Tax, General Ledger, Tax Preparation, Internal Controls, CPA, US GAAP, Financial Statements, Accounts Payable, Financial Analysis, Journal Entries
Education
Assumption College 2010 — 2014
Bachelor of Arts (B.A.), Accounting
Assumption College 2010 — 2014
Accounting
New Neighborhoods, Inc. January 2015 - Present
Planet Financial Group, LLC July 2014 - January 2015
BL Companies June 2013 - August 2013
Skills
Account Reconciliation, Accounts Receivable, Accounting, Invoicing, Sales, Financial Reporting, Financial Accounting, QuickBooks, Auditing, GAAP, Tax, General Ledger, Tax Preparation, Internal Controls, CPA, US GAAP, Financial Statements, Accounts Payable, Financial Analysis, Journal Entries
Education
Assumption College 2010 — 2014
Bachelor of Arts (B.A.), Accounting
Assumption College 2010 — 2014
Accounting
Yader Bendana Yader Bendana's Planet Financial Group, LLC Experience January 2003 - June 2004
Job Telecommunications Professional
Industry Telecommunications
Experience
Sage July 2015 - Present
Delta Dental Insurance Company March 2014 - April 2015
Comcast Cable December 2011 - December 2013
VQS Enterprises September 2006 - April 2011
Geeks.com August 2005 - September 2006
Encore Capital Group June 2004 - August 2005
Planet Financial Group, LLC January 2003 - June 2004
Frontline Specialists February 2000 - January 2003
United States Marine Corps June 1994 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows Vista, Einstein, TigerPaw, Adobe Acrobat, Photoshop, Atlas, Linux, Customer Service, Mac OS, Peachtree, Windows 7, Windows NT, Adobe Creative Suite, Microsoft Office 2007, Data Warehousing, Warehouse Management, Technical Support, Retention Strategies, Customer Retention, Medical Billing, Billing Process, Telecommunications..., Collections, Third Party Collections, Home Equity Loans, Loan Officers, Loan Origination, Military Training, Military Experience, Military Operations, Marine Corps, Claim Investigation, Claims Handling, Claims Management, Legacy Systems, AS400 system, Management, Public Speaking, Call Centers, Problem Solving, Process Improvement, Marketing Strategy, Strategic Planning, Social Media, Sales, Research, Marketing
Education
University of Southern California 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Daniel Murphy Catholic High School 1991 — 1994
High School, General Studies
Sage July 2015 - Present
Delta Dental Insurance Company March 2014 - April 2015
Comcast Cable December 2011 - December 2013
VQS Enterprises September 2006 - April 2011
Geeks.com August 2005 - September 2006
Encore Capital Group June 2004 - August 2005
Planet Financial Group, LLC January 2003 - June 2004
Frontline Specialists February 2000 - January 2003
United States Marine Corps June 1994 - January 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows Vista, Einstein, TigerPaw, Adobe Acrobat, Photoshop, Atlas, Linux, Customer Service, Mac OS, Peachtree, Windows 7, Windows NT, Adobe Creative Suite, Microsoft Office 2007, Data Warehousing, Warehouse Management, Technical Support, Retention Strategies, Customer Retention, Medical Billing, Billing Process, Telecommunications..., Collections, Third Party Collections, Home Equity Loans, Loan Officers, Loan Origination, Military Training, Military Experience, Military Operations, Marine Corps, Claim Investigation, Claims Handling, Claims Management, Legacy Systems, AS400 system, Management, Public Speaking, Call Centers, Problem Solving, Process Improvement, Marketing Strategy, Strategic Planning, Social Media, Sales, Research, Marketing
Education
University of Southern California 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Daniel Murphy Catholic High School 1991 — 1994
High School, General Studies
Niki Delehant Niki Delehant's Planet Financial Group, LLC Experience April 2013 - May 2015
Job Technical Writer for IT Architecture at The Depository Trust & Clearing Corporation
Industry Writing and Editing
Experience
The Depository Trust & Clearing Corporation June 2015 - Present
Planet Financial Group, LLC April 2013 - May 2015
eMason, Inc. August 2012 - April 2013
FlexiInternational Software March 2008 - August 2012
Bisk Education March 2007 - March 2008
Geac September 2005 - March 2007
HSBC 2003 - 2005
HSBC 2003 - 2005
Arthur Andersen/Vertex September 1998 - May 2003
Vertex Inc 2002 - 2003
Skills
Technical Writing, Project Management, Online Help, Quality Assurance, Software Documentation, SharePoint, Instructional Design, RoboHelp, SDLC
Education
University of South Florida 1992 — 1994
BA, English Literature
St. Petersburg College 1990 — 1992
The Depository Trust & Clearing Corporation June 2015 - Present
Planet Financial Group, LLC April 2013 - May 2015
eMason, Inc. August 2012 - April 2013
FlexiInternational Software March 2008 - August 2012
Bisk Education March 2007 - March 2008
Geac September 2005 - March 2007
HSBC 2003 - 2005
HSBC 2003 - 2005
Arthur Andersen/Vertex September 1998 - May 2003
Vertex Inc 2002 - 2003
Skills
Technical Writing, Project Management, Online Help, Quality Assurance, Software Documentation, SharePoint, Instructional Design, RoboHelp, SDLC
Education
University of South Florida 1992 — 1994
BA, English Literature
St. Petersburg College 1990 — 1992
Shalanda Little Shalanda Little's Planet Financial Group, LLC Experience June 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Planet Financial Group, LLC June 2013 - Present
Connecticut Housing Finance Authority August 2012 - April 2013
National Default Servicing LLC March 2012 - August 2012
McCue Mortgage August 2009 - March 2012
Waste Management April 2007 - March 2009
Accountemps February 2007 - February 2007
Mortgage Lenders Network July 2002 - February 2007
Skills
Credit, FHA, Finance, Loan Servicing, Loans, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Portfolio Management, Real Estate
Education
Branford Hall Career Institute-Southington Campus 2008 — 2010
Certified CIT technician, Computer Information Technology, 3.8 gpa
Albertus Magnus College 2000 — 2002
AS Business Science and Management, 3.7 gpa
Planet Financial Group, LLC June 2013 - Present
Connecticut Housing Finance Authority August 2012 - April 2013
National Default Servicing LLC March 2012 - August 2012
McCue Mortgage August 2009 - March 2012
Waste Management April 2007 - March 2009
Accountemps February 2007 - February 2007
Mortgage Lenders Network July 2002 - February 2007
Skills
Credit, FHA, Finance, Loan Servicing, Loans, Loss Mitigation, Mortgage Lending, Mortgage Servicing, Mortgage Banking, Portfolio Management, Real Estate
Education
Branford Hall Career Institute-Southington Campus 2008 — 2010
Certified CIT technician, Computer Information Technology, 3.8 gpa
Albertus Magnus College 2000 — 2002
AS Business Science and Management, 3.7 gpa
Cheryl Huie's Planet Financial Group, LLC Experience January 2010 - July 2010
Job Attorney at Law
Industry Legal Services
Experience
FTI Consulting April 2012 - Present
Law Offices of Waukeen McCoy February 2011 - November 2011
Planet Financial Group, LLC January 2010 - July 2010
United States Attorney's Office September 2008 - December 2008
Cook County Public Defenders Office June 2007 - August 2007
Skills
Research, Legal Research, Legal Writing, Westlaw, Microsoft Office
Education
DePaul University College of Law 2006 — 2009
J.D.
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics with an emphasis in Accounting
FTI Consulting April 2012 - Present
Law Offices of Waukeen McCoy February 2011 - November 2011
Planet Financial Group, LLC January 2010 - July 2010
United States Attorney's Office September 2008 - December 2008
Cook County Public Defenders Office June 2007 - August 2007
Skills
Research, Legal Research, Legal Writing, Westlaw, Microsoft Office
Education
DePaul University College of Law 2006 — 2009
J.D.
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics with an emphasis in Accounting
Kevin R. Shaw's Planet Financial Group, LLC Experience August 2013 - Present
Job Due Diligence Underwriter at Planet Financial Group, LLC
Industry Real Estate
Experience
Planet Financial Group, LLC August 2013 - Present
Opus CMC March 2013 - August 2013
JCIII & Associates August 2012 - March 2013
USAA March 2011 - August 2012
Peyton Resource Group June 2010 - March 2011
TD Ameritrade Institutional 2007 - 2009
Accredited Home Lenders 2006 - 2007
First NLC Financial Services, LLC 2003 - 2006
Skills
VA, Conventional, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, FHA DE Underwriting..., Credit, FHA, Due Diligence, Loans, Underwriting, Finance, Sales
Education
Florida State University - College of Business 1998 — 2002
Bachelor's of science, Finance
Planet Financial Group, LLC August 2013 - Present
Opus CMC March 2013 - August 2013
JCIII & Associates August 2012 - March 2013
USAA March 2011 - August 2012
Peyton Resource Group June 2010 - March 2011
TD Ameritrade Institutional 2007 - 2009
Accredited Home Lenders 2006 - 2007
First NLC Financial Services, LLC 2003 - 2006
Skills
VA, Conventional, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, FHA DE Underwriting..., Credit, FHA, Due Diligence, Loans, Underwriting, Finance, Sales
Education
Florida State University - College of Business 1998 — 2002
Bachelor's of science, Finance
Matthew Hinkle Matthew Hinkle's Planet Financial Group, LLC Experience July 2014 - Present
Job Capital Markets Manager at Planet Financial Group, LLC
Industry Banking
Experience
Planet Financial Group, LLC July 2014 - Present
Planet Financial Group, LLC March 2013 - Present
EagleBank June 2012 - March 2013
New Day Financial December 2010 - May 2012
Davies Consulting June 2009 - December 2010
Skills
Risk Management, Secondary Mortgage..., Secondary Market, Secondary Data Analysis, Analytics, Financial Analysis, Analytical Skills, Microsoft Excel, VBA, Credit Analysis, Mathematical Analysis, Computational..., Mathematical Modeling, Mathematical Statistics, Loans, Retail Banking, Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Portfolio Management, Analysis, Investments, Loan Servicing, Economics, Financial Modeling, Finance, Financial Risk, Credit Risk, Valuation, Management, Capital Markets, Trading, MBS, Microsoft Office, Banking
Education
Towson University 2005 — 2009
Bachelor of Applied Science (BASc), Actuarial Science and Risk Management
Towson University 2005 — 2009
Bachelors of Science, Actuarial Science and Risk Management
Planet Financial Group, LLC July 2014 - Present
Planet Financial Group, LLC March 2013 - Present
EagleBank June 2012 - March 2013
New Day Financial December 2010 - May 2012
Davies Consulting June 2009 - December 2010
Skills
Risk Management, Secondary Mortgage..., Secondary Market, Secondary Data Analysis, Analytics, Financial Analysis, Analytical Skills, Microsoft Excel, VBA, Credit Analysis, Mathematical Analysis, Computational..., Mathematical Modeling, Mathematical Statistics, Loans, Retail Banking, Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Portfolio Management, Analysis, Investments, Loan Servicing, Economics, Financial Modeling, Finance, Financial Risk, Credit Risk, Valuation, Management, Capital Markets, Trading, MBS, Microsoft Office, Banking
Education
Towson University 2005 — 2009
Bachelor of Applied Science (BASc), Actuarial Science and Risk Management
Towson University 2005 — 2009
Bachelors of Science, Actuarial Science and Risk Management
Jake Culp's Planet Financial Group, LLC Experience July 2008 - Present
Job at Planet Financial Group, LLC
Industry Information Technology and Services
Experience
Planet Financial Group, LLC July 2008 - Present
Fieldstone Mortgage Company January 2000 - July 2008
Ryland Mortgage Company 1993 - 2000
Ryland Mortgage Company 1993 - 2000
Ryland Mortgage Company 1993 - 2000
Skills
Banking, Management, Active Directory, Leadership, Disaster Recovery, Network Administration, Windows Server, Account Management, System Administration, Microsoft Office, Operating Systems, Troubleshooting, Data Center, Networking, Security, Cloud Computing, Vendor Management
Education
Loyola University Maryland 1997 — 1999
MBA, Information Systems
Loyola University Maryland 1989 — 1993
Planet Financial Group, LLC July 2008 - Present
Fieldstone Mortgage Company January 2000 - July 2008
Ryland Mortgage Company 1993 - 2000
Ryland Mortgage Company 1993 - 2000
Ryland Mortgage Company 1993 - 2000
Skills
Banking, Management, Active Directory, Leadership, Disaster Recovery, Network Administration, Windows Server, Account Management, System Administration, Microsoft Office, Operating Systems, Troubleshooting, Data Center, Networking, Security, Cloud Computing, Vendor Management
Education
Loyola University Maryland 1997 — 1999
MBA, Information Systems
Loyola University Maryland 1989 — 1993
Brandi Jaber's Planet Financial Group, LLC Experience April 2012 - Present
Job Vice President, Human Resources
Industry Financial Services
Experience
Planet Financial Group, LLC April 2012 - Present
Saxon Mortgage, A Morgan Stanley Company January 2012 - April 2012
Saxon Mortgage, A Morgan Stanley Company January 2010 - January 2012
Saxon Mortgage, A Morgan Stanley Company July 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company March 2007 - July 2008
Fremont Investment & Loan October 2005 - March 2007
T. Rowe Price October 1997 - October 2005
Skills
Applicant Tracking..., Call Centers
Education
University of Tampa 2005 — 2007
MBA, Entrepreneurship
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
University of Florida 1994 — 1996
Bachelor of Science, Finance
Planet Financial Group, LLC April 2012 - Present
Saxon Mortgage, A Morgan Stanley Company January 2012 - April 2012
Saxon Mortgage, A Morgan Stanley Company January 2010 - January 2012
Saxon Mortgage, A Morgan Stanley Company July 2008 - January 2010
Saxon Mortgage, A Morgan Stanley Company March 2007 - July 2008
Fremont Investment & Loan October 2005 - March 2007
T. Rowe Price October 1997 - October 2005
Skills
Applicant Tracking..., Call Centers
Education
University of Tampa 2005 — 2007
MBA, Entrepreneurship
University of Tampa - John H. Sykes College of Business 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
University of Florida 1994 — 1996
Bachelor of Science, Finance
Jeffrey Bergida's Planet Financial Group, LLC Experience February 2014 - Present
Job Chief Compliance Officer & Senior Counsel at Planet Financial Group, LLC
Industry Financial Services
Experience
Planet Financial Group, LLC February 2014 - Present
New Penn Financial, LLC July 2012 - February 2014
Superior Mortgage Corp. August 2009 - June 2012
MortgageIT, Inc., a subsidiary of Deutsche Bank August 2007 - August 2008
Lydian Data Services LLC July 2005 - August 2007
SIB Mortgage Corp dba Ivy Mortgage May 2002 - July 2005
Cestaro & Bergida July 1997 - May 2002
Ferber Greilsheimer Chan & Essner September 1991 - July 1997
Shea & Gould September 1988 - August 1991
Skills
Loss Mitigation, Mortgage Banking, Due Diligence, Bankruptcy, Mortgage Lending, Consumer Lending, Loans, Litigation, Fraud, Loan Servicing, Loan Origination, Compliance, Financial Services, Commercial Litigation, Licensing, Regulatory Examinations, Loan Modifications, Credit, Legal Compliance, Legal Research, Foreclosures, Licensure, Mortgage Underwriting, Underwriting, Legal Issues, Civil Litigation, Mortgage Fraud, Mortgage Servicing
Education
University of Michigan Law School 1985 — 1988
JD, Law
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
BBA, Business
University of Michigan 1981 — 1985
BBA, Business
Planet Financial Group, LLC February 2014 - Present
New Penn Financial, LLC July 2012 - February 2014
Superior Mortgage Corp. August 2009 - June 2012
MortgageIT, Inc., a subsidiary of Deutsche Bank August 2007 - August 2008
Lydian Data Services LLC July 2005 - August 2007
SIB Mortgage Corp dba Ivy Mortgage May 2002 - July 2005
Cestaro & Bergida July 1997 - May 2002
Ferber Greilsheimer Chan & Essner September 1991 - July 1997
Shea & Gould September 1988 - August 1991
Skills
Loss Mitigation, Mortgage Banking, Due Diligence, Bankruptcy, Mortgage Lending, Consumer Lending, Loans, Litigation, Fraud, Loan Servicing, Loan Origination, Compliance, Financial Services, Commercial Litigation, Licensing, Regulatory Examinations, Loan Modifications, Credit, Legal Compliance, Legal Research, Foreclosures, Licensure, Mortgage Underwriting, Underwriting, Legal Issues, Civil Litigation, Mortgage Fraud, Mortgage Servicing
Education
University of Michigan Law School 1985 — 1988
JD, Law
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
BBA, Business
University of Michigan 1981 — 1985
BBA, Business
John Bosley, CPA, MSF's Planet Financial Group, LLC Experience June 2012 - Present
Job Vice President Capital Markets
Industry Financial Services
Experience
Planet Financial Group, LLC June 2012 - Present
NewDay Financial 2007 - August 2012
NewDay Financial 2005 - 2006
NewDay Financial 2003 - 2005
NewDay Financial 2001 - 2003
Skills
Mortgage Banking, Mortgage Lending, Financial Modeling, Loans, Hedging, Interest Rate Hedging, Agency MBS, Trading, Securitization, GNMA, Cash Flow Forecasting
Education
Loyola College in Maryland 2009 — 2011
Master of Science (MS), Finance
Villa Julie College 1999 — 2003
Bachelor of Science (BS), Business Information Systems
Planet Financial Group, LLC June 2012 - Present
NewDay Financial 2007 - August 2012
NewDay Financial 2005 - 2006
NewDay Financial 2003 - 2005
NewDay Financial 2001 - 2003
Skills
Mortgage Banking, Mortgage Lending, Financial Modeling, Loans, Hedging, Interest Rate Hedging, Agency MBS, Trading, Securitization, GNMA, Cash Flow Forecasting
Education
Loyola College in Maryland 2009 — 2011
Master of Science (MS), Finance
Villa Julie College 1999 — 2003
Bachelor of Science (BS), Business Information Systems
Rachael Wollet's Planet Financial Group, LLC Experience August 2008 - December 2010
Job Customer Care Coordinator at Siemens Healthcare
Industry Writing and Editing
Experience
Siemens Healthcare January 2014 - Present
Randstad Sourceright US September 2013 - January 2014
Freshly Baked Communications December 2010 - December 2013
Jackson County ISD September 2012 - June 2013
Planet Financial Group, LLC August 2008 - December 2010
Greene & Hoffman, PC September 2006 - July 2008
Bubba Gump Shrimp Co., Inc. June 2004 - May 2006
Verdolino & Lowey, PC June 2001 - August 2002
Skills
Social Media, Marketing Strategy, Advertising, Editing, Marketing Communications, Social Media Marketing, Insurance, Microsoft Office, Creative Writing, Copywriting, Email Marketing, Social Networking, WordPress, Newsletters, Customer Service, Microsoft Excel
Education
Tulane University 2002 — 2006
Bachelors of Arts, History
Siemens Healthcare January 2014 - Present
Randstad Sourceright US September 2013 - January 2014
Freshly Baked Communications December 2010 - December 2013
Jackson County ISD September 2012 - June 2013
Planet Financial Group, LLC August 2008 - December 2010
Greene & Hoffman, PC September 2006 - July 2008
Bubba Gump Shrimp Co., Inc. June 2004 - May 2006
Verdolino & Lowey, PC June 2001 - August 2002
Skills
Social Media, Marketing Strategy, Advertising, Editing, Marketing Communications, Social Media Marketing, Insurance, Microsoft Office, Creative Writing, Copywriting, Email Marketing, Social Networking, WordPress, Newsletters, Customer Service, Microsoft Excel
Education
Tulane University 2002 — 2006
Bachelors of Arts, History
Jim Rex's Planet Financial Group, LLC Experience March 2011 - Present
Job Quality Control Manager
Industry Financial Services
Experience
Planet Financial Group, LLC March 2011 - Present
JP Morgan Chase July 2007 - March 2011
Saxon Mortgage October 2006 - April 2007
Fremont Investment and Loan May 2003 - March 2007
Skills
Mortgage Lending, Loan Origination, Fraud, Quality Assurance, Loan Servicing, USDA, Credit, Mortgage Banking, Loans, Underwriting, Credit Analysis, Financial Analysis, Residential Mortgages, Loss Mitigation, Auditing, Mortgage Underwriting
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BS Business Administration, Accounting
Planet Financial Group, LLC March 2011 - Present
JP Morgan Chase July 2007 - March 2011
Saxon Mortgage October 2006 - April 2007
Fremont Investment and Loan May 2003 - March 2007
Skills
Mortgage Lending, Loan Origination, Fraud, Quality Assurance, Loan Servicing, USDA, Credit, Mortgage Banking, Loans, Underwriting, Credit Analysis, Financial Analysis, Residential Mortgages, Loss Mitigation, Auditing, Mortgage Underwriting
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BS Business Administration, Accounting
Adrian Nalwalker's Planet Financial Group, LLC Experience January 2015 - Present
Job Senior Underwriter at Planet Financial Group, LLC
Industry Financial Services
Experience
Planet Financial Group, LLC January 2015 - Present
Luther Burbank Savings November 2013 - January 2015
Discover Home Loans / DFS April 2013 - November 2013
Lenox Financial September 2011 - April 2013
Icon Residential Lenders May 2011 - April 2012
Ovation Home Loans March 2011 - April 2011
Wells Fargo November 2010 - April 2011
Fluidmaster 2008 - 2010
Platinum Capital Group 2004 - 2007
Washington Mutual August 2001 - May 2004
Skills
Investment Properties, Refinance, Customer Service, Real Estate, Mortgage Lending, Underwriting, FHA, Loans, Mortgage Banking, Loan Origination, Process Improvement, Residential Mortgages, Credit, Credit Analysis, Mortgage Underwriting
Education
California State University-Fullerton 1994 — 1996
Bachelor of the Arts
Planet Financial Group, LLC January 2015 - Present
Luther Burbank Savings November 2013 - January 2015
Discover Home Loans / DFS April 2013 - November 2013
Lenox Financial September 2011 - April 2013
Icon Residential Lenders May 2011 - April 2012
Ovation Home Loans March 2011 - April 2011
Wells Fargo November 2010 - April 2011
Fluidmaster 2008 - 2010
Platinum Capital Group 2004 - 2007
Washington Mutual August 2001 - May 2004
Skills
Investment Properties, Refinance, Customer Service, Real Estate, Mortgage Lending, Underwriting, FHA, Loans, Mortgage Banking, Loan Origination, Process Improvement, Residential Mortgages, Credit, Credit Analysis, Mortgage Underwriting
Education
California State University-Fullerton 1994 — 1996
Bachelor of the Arts
Ron Washington, M.B.A.'s Planet Financial Group, LLC Experience 2009 - 2010
Job CFO, American Portfolio Mortgage
Industry Accounting
Experience
American Portfolio Mortgage 2012 - Present
American Mortgage Consultants, Inc. 2010 - 2012
McGladrey 2011 - 2011
Planet Financial Group, LLC 2009 - 2010
American Portfolio Mortgage 2006 - 2009
Berkshire Group LP 2006 - 2006
Chicago Funding, Inc 2005 - 2005
Remax Northern Illinois 2002 - 2005
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Income Tax, GAAP, Tax Preparation, Bookkeeping, Tax Returns, Auditing, Internal Controls, Journal Entries, Cost Variance Analysis, Mortgage Underwriting, Financial Analysis, Due Diligence, Cash Flow, Financial Statement..., Variance Analysis, Monthly Close Process, Banking, Fixed Assets, Credit
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MISM, Project Management
Benedictine University 1996 — 2011
MBA, Accounting
North Central College 1992 — 2003
Bachelors, Accounting
Augustana College 1991 — 1992
Elgin High School
American Portfolio Mortgage 2012 - Present
American Mortgage Consultants, Inc. 2010 - 2012
McGladrey 2011 - 2011
Planet Financial Group, LLC 2009 - 2010
American Portfolio Mortgage 2006 - 2009
Berkshire Group LP 2006 - 2006
Chicago Funding, Inc 2005 - 2005
Remax Northern Illinois 2002 - 2005
Skills
Accounting, Financial Reporting, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Income Tax, GAAP, Tax Preparation, Bookkeeping, Tax Returns, Auditing, Internal Controls, Journal Entries, Cost Variance Analysis, Mortgage Underwriting, Financial Analysis, Due Diligence, Cash Flow, Financial Statement..., Variance Analysis, Monthly Close Process, Banking, Fixed Assets, Credit
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MISM, Project Management
Benedictine University 1996 — 2011
MBA, Accounting
North Central College 1992 — 2003
Bachelors, Accounting
Augustana College 1991 — 1992
Elgin High School
Timiko Kelly Rivers's Planet Financial Group, LLC Experience November 2012 - Present
Job Mitigation Team Leader Planet Home Lending LLC
Industry Financial Services
Experience
Planet Financial Group, LLC November 2012 - Present
First Federal Bank of Florida April 2011 - February 2012
American Mortgage Consultants February 2010 - February 2012
Taylor Bean & Whitaker Mortgage Corporation July 2008 - February 2010
Asset Acceptance January 2008 - July 2008
Ohio Savings Bank June 2004 - December 2004
Chase Home Finance November 1999 - March 2004
Chase Home Finance January 1999 - January 2004
Skills
Mortgage Lending, Loans, Credit Analysis, Loss Mitigation, Foreclosures, Credit, Banking, Mortgage Banking, Underwriting, Mortgage Servicing, Credit Risk, Risk Management, Real Estate, Refinance, Loan Origination, FHA, Finance, Insurance, Residential Mortgages, Financial Services, Default, VA Loans, Loan Servicing, Customer Service
Education
University of Phoenix 2003 — 2004
n/a, Business Management
University of Phoenix 2003 — 2004
Business Management
Shaw High School 1989 — 1989
H.S, General Studies
Planet Financial Group, LLC November 2012 - Present
First Federal Bank of Florida April 2011 - February 2012
American Mortgage Consultants February 2010 - February 2012
Taylor Bean & Whitaker Mortgage Corporation July 2008 - February 2010
Asset Acceptance January 2008 - July 2008
Ohio Savings Bank June 2004 - December 2004
Chase Home Finance November 1999 - March 2004
Chase Home Finance January 1999 - January 2004
Skills
Mortgage Lending, Loans, Credit Analysis, Loss Mitigation, Foreclosures, Credit, Banking, Mortgage Banking, Underwriting, Mortgage Servicing, Credit Risk, Risk Management, Real Estate, Refinance, Loan Origination, FHA, Finance, Insurance, Residential Mortgages, Financial Services, Default, VA Loans, Loan Servicing, Customer Service
Education
University of Phoenix 2003 — 2004
n/a, Business Management
University of Phoenix 2003 — 2004
Business Management
Shaw High School 1989 — 1989
H.S, General Studies
Mike Dubeck's Planet Financial Group, LLC Experience October 2012 - Present
Job President & CEO at Planet Financial Group, LLC
Industry Investment Management
Experience
Planet Financial Group, LLC October 2012 - Present
Alator Capital, LLC 2011 - Present
Hudson Advisors July 2009 - March 2011
Alator Capital 2008 - 2011
Morgan Stanley 1994 - 2007
Skills
Loan Servicing, Private Equity, Debt, Asset Management, Investments, Securitization, Portfolio Management, Asset Managment, Fixed Income, Financial Structuring, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Valuation, Banking, Loans, Credit, Due Diligence, Loan Origination, Mortgage Lending, Underwriting, Residential Mortgages, Securities, Funding, Real Estate, Financial Modeling, Mortgage Banking, Bonds
Education
Cornell University 1980 — 1984
Bachelor of Science, Operations Research & Industrial Engineering
Planet Financial Group, LLC October 2012 - Present
Alator Capital, LLC 2011 - Present
Hudson Advisors July 2009 - March 2011
Alator Capital 2008 - 2011
Morgan Stanley 1994 - 2007
Skills
Loan Servicing, Private Equity, Debt, Asset Management, Investments, Securitization, Portfolio Management, Asset Managment, Fixed Income, Financial Structuring, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Valuation, Banking, Loans, Credit, Due Diligence, Loan Origination, Mortgage Lending, Underwriting, Residential Mortgages, Securities, Funding, Real Estate, Financial Modeling, Mortgage Banking, Bonds
Education
Cornell University 1980 — 1984
Bachelor of Science, Operations Research & Industrial Engineering
Steve DesChenes's Planet Financial Group, LLC Experience September 2013 - Present
Job Telecommunications Manager at Planet Financial Group, LLC
Industry Financial Services
Experience
Planet Financial Group, LLC September 2013 - Present
Skills
Telecommunications..., Contact Center..., Contact Center..., Contact Center Strategy..., Contact Center..., Management, Project Management, Business Analysis, Business Planning, Process Improvement, Budget Management, Policies & Procedures..., Predictive Dialers and..., Vendor Management, Contact Center..., Avaya Technologies, Artiva, Cisco Technologies, Noble Systems ACD, Workforce Management, IEX Total View, Quality Assurance, NICE Call Recording, Team Building
Education
St. Petersburg College
Associate of Science (A.S.), Computer Information Systems Analysis – Network Systems Management
St. Petersburg College
Associate of Science (A.S.), Computer Information Systems Analysis – Computer Programming
Planet Financial Group, LLC September 2013 - Present
Skills
Telecommunications..., Contact Center..., Contact Center..., Contact Center Strategy..., Contact Center..., Management, Project Management, Business Analysis, Business Planning, Process Improvement, Budget Management, Policies & Procedures..., Predictive Dialers and..., Vendor Management, Contact Center..., Avaya Technologies, Artiva, Cisco Technologies, Noble Systems ACD, Workforce Management, IEX Total View, Quality Assurance, NICE Call Recording, Team Building
Education
St. Petersburg College
Associate of Science (A.S.), Computer Information Systems Analysis – Network Systems Management
St. Petersburg College
Associate of Science (A.S.), Computer Information Systems Analysis – Computer Programming
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY