Preferred Capital
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Preferred Capital Employees
Employee
Years
Job
Industry
Ryan Callan Ryan Callan's Preferred Capital Experience 1998 - 2000
Job Partner, Callan Capital
Industry Financial Services
Experience
Callan Capital January 2007 - Present
Merrill Lynch, Global Private Client February 2002 - January 2007
Western Financial Planning Corporation 2000 - 2001
Preferred Capital 1998 - 2000
Skills
Investments, Finance, Financial Services, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Strategic Planning, Mutual Funds, Series 7, Risk Management, Asset Allocation, Investment Strategies, Financial Analysis, Estate Planning, Loans, Investment Management
Education
University of Nevada-Reno 1992 — 1997
Callan Capital January 2007 - Present
Merrill Lynch, Global Private Client February 2002 - January 2007
Western Financial Planning Corporation 2000 - 2001
Preferred Capital 1998 - 2000
Skills
Investments, Finance, Financial Services, Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Strategic Planning, Mutual Funds, Series 7, Risk Management, Asset Allocation, Investment Strategies, Financial Analysis, Estate Planning, Loans, Investment Management
Education
University of Nevada-Reno 1992 — 1997
Johonna Katz Johonna Katz's Preferred Capital Experience June 1999 - July 2000
Job Director, Product Marketing
Industry Computer Software
Experience
Astadia June 2009 - July 2011
Astadia (previously Theikos) March 2008 - May 2009
Theikos October 2006 - March 2008
Softchoice June 2003 - April 2005
Softchoice April 2002 - June 2003
Softchoice May 2000 - March 2002
Preferred Capital June 1999 - July 2000
Skills
Cloud Computing, Channel Sales, Business Alliances, Product Marketing, Sales Enablement, Program Management, Professional Services, Enterprise Software, Leadership, Solution Selling, Lead Generation, Strategic Partnerships, Direct Sales, SaaS, Sales Operations, Strategy, CRM, Business Development, Salesforce.com, Sales, Demand Generation, Consulting, International Sales, Strategic Alliances, Marketing Automation, Partner Management, PaaS, Product Management, Complex Sales, Go-to-market Strategy
Education
University of California, Davis 1995 — 1999
BA, Communications
Astadia June 2009 - July 2011
Astadia (previously Theikos) March 2008 - May 2009
Theikos October 2006 - March 2008
Softchoice June 2003 - April 2005
Softchoice April 2002 - June 2003
Softchoice May 2000 - March 2002
Preferred Capital June 1999 - July 2000
Skills
Cloud Computing, Channel Sales, Business Alliances, Product Marketing, Sales Enablement, Program Management, Professional Services, Enterprise Software, Leadership, Solution Selling, Lead Generation, Strategic Partnerships, Direct Sales, SaaS, Sales Operations, Strategy, CRM, Business Development, Salesforce.com, Sales, Demand Generation, Consulting, International Sales, Strategic Alliances, Marketing Automation, Partner Management, PaaS, Product Management, Complex Sales, Go-to-market Strategy
Education
University of California, Davis 1995 — 1999
BA, Communications
Rick Bagnall Rick Bagnall's Preferred Capital Experience March 1996 - November 1999
Job Senior Vice President I Specialist in Marine Benefits | Health Insurance | US Sailing Health Insurance
Industry Insurance
Experience
Gowrie Group April 2014 - Present
Allen Insurance and Financial August 2006 - April 2014
Baskin Robbins November 1999 - December 2004
Preferred Capital March 1996 - November 1999
Skills
Insurance, Liability, Employee Benefits, Disability Insurance, Claim, Customer Service, Coaching, Medicare, Underwriting, Property & Casualty..., Health Insurance, Commercial Insurance, Workers Compensation
Education
University of California, Berkeley 1986 — 1991
Bella Vista 1983 — 1986
Gowrie Group April 2014 - Present
Allen Insurance and Financial August 2006 - April 2014
Baskin Robbins November 1999 - December 2004
Preferred Capital March 1996 - November 1999
Skills
Insurance, Liability, Employee Benefits, Disability Insurance, Claim, Customer Service, Coaching, Medicare, Underwriting, Property & Casualty..., Health Insurance, Commercial Insurance, Workers Compensation
Education
University of California, Berkeley 1986 — 1991
Bella Vista 1983 — 1986
Sandra Shambaugh Sandra Shambaugh's Preferred Capital Experience May 1998 - November 2000
Job Business Manager at AAA Insurance
Industry Insurance
Experience
AAA Northern California, Nevada & Utah July 2012 - Present
AAA NCNU- Utah May 2010 - September 2012
AAA NCNU Insurance Exchange June 2007 - May 2010
AAA NCNU Insurance Exchange April 2006 - June 2007
State Farm Insurance November 2000 - February 2006
Preferred Capital May 1998 - November 2000
Skills
Insurance, Sales Management, New Business Development, Diversity & Inclusion, Leadership Development, Direct Sales, Marketing, Sales Operations, Property & Casualty..., Management, Sales, General Insurance, Customer Retention, Coaching, Lead Generation, Commercial Insurance, Customer Satisfaction, Call Centers, Team Building, Customer Service, Life Insurance, Casualty
Education
Watterson Business College 1987 — 1989
Office Management
Bakersfield College 1986 — 1987
Public Relations/Image Management
AAA Northern California, Nevada & Utah July 2012 - Present
AAA NCNU- Utah May 2010 - September 2012
AAA NCNU Insurance Exchange June 2007 - May 2010
AAA NCNU Insurance Exchange April 2006 - June 2007
State Farm Insurance November 2000 - February 2006
Preferred Capital May 1998 - November 2000
Skills
Insurance, Sales Management, New Business Development, Diversity & Inclusion, Leadership Development, Direct Sales, Marketing, Sales Operations, Property & Casualty..., Management, Sales, General Insurance, Customer Retention, Coaching, Lead Generation, Commercial Insurance, Customer Satisfaction, Call Centers, Team Building, Customer Service, Life Insurance, Casualty
Education
Watterson Business College 1987 — 1989
Office Management
Bakersfield College 1986 — 1987
Public Relations/Image Management
Omodele Moore Omodele Moore's Preferred Capital Experience January 2001 - 2002
Job CEO at CJO Events LLC
Industry Entertainment
Experience
CJO Events LLC 2003 - Present
Preferred Capital January 2001 - 2002
Skills
Entertainment, Film, Television, Social Media, Social Media Marketing, Marketing Strategy, Video Production, Digital Media, Entrepreneurship, Film Production, Music, Start-ups, Event Management, Marketing, Strategic Planning
Education
University of California, Berkeley 1992 — 1997
BA, Rhetoric and Sociology
CJO Events LLC 2003 - Present
Preferred Capital January 2001 - 2002
Skills
Entertainment, Film, Television, Social Media, Social Media Marketing, Marketing Strategy, Video Production, Digital Media, Entrepreneurship, Film Production, Music, Start-ups, Event Management, Marketing, Strategic Planning
Education
University of California, Berkeley 1992 — 1997
BA, Rhetoric and Sociology
David Abron David Abron's Preferred Capital Experience 1992 - 2001
Job Sr VP Business Development of Customer Engagement Technologies (PaySwag)
Industry Financial Services
Experience
PaySwag - Developed by Customer Engagement Technologies January 2015 - Present
Empowered Marketing Corp July 2009 - Present
Merchant Doctor January 2011 - October 2014
APS Merchant Service, Inc 1998 - January 2011
Preferred Capital 1992 - 2001
Skills
Entrepreneurship, Marketing, Coaching, Mentoring, Management, Training, New Business Development, Small Business, Sales, Strategic Planning, Team Building, Public Speaking, Leadership Development, Sales Management, Customer Service, Negotiation, Time Management, Leadership, Marketing Strategy, Start-ups, Business Strategy, Business Planning, Social Media Marketing, Strategy, Team Leadership, Organizational..., Online Marketing, Social Media, Email Marketing, Social Networking, Management Consulting, Account Management, Online Advertising, Event Management, Advertising, Lead Generation, Public Relations, B2B, Web Marketing, Strategic Partnerships, Marketing Communications, Product Marketing, Selling, CRM, Direct Sales, Digital Marketing, E-commerce, Sales Process, Market Research, Direct Marketing
Education
Rochester Institute of Technology
BS, Imaging Science
School of Online Business
PaySwag - Developed by Customer Engagement Technologies January 2015 - Present
Empowered Marketing Corp July 2009 - Present
Merchant Doctor January 2011 - October 2014
APS Merchant Service, Inc 1998 - January 2011
Preferred Capital 1992 - 2001
Skills
Entrepreneurship, Marketing, Coaching, Mentoring, Management, Training, New Business Development, Small Business, Sales, Strategic Planning, Team Building, Public Speaking, Leadership Development, Sales Management, Customer Service, Negotiation, Time Management, Leadership, Marketing Strategy, Start-ups, Business Strategy, Business Planning, Social Media Marketing, Strategy, Team Leadership, Organizational..., Online Marketing, Social Media, Email Marketing, Social Networking, Management Consulting, Account Management, Online Advertising, Event Management, Advertising, Lead Generation, Public Relations, B2B, Web Marketing, Strategic Partnerships, Marketing Communications, Product Marketing, Selling, CRM, Direct Sales, Digital Marketing, E-commerce, Sales Process, Market Research, Direct Marketing
Education
Rochester Institute of Technology
BS, Imaging Science
School of Online Business
Tim Meier Tim Meier's Preferred Capital Experience January 2009 - Present
Job Partner at Preferred Capital
Industry Real Estate
Experience
Preferred Capital January 2009 - Present
California Landmark November 2006 - March 2009
MJW Investments 2002 - 2006
Skills
Real Estate Economics, Disposition, Structured Finance, Acquisitions, Real Estate Development, Project Entitlements, Mortgage Banking, Private Equity, Joint Ventures, Real Estate, Investment Properties, Leases, Commercial Real Estate
Education
Dartmouth College 1987 — 1991
BA, History
Preferred Capital January 2009 - Present
California Landmark November 2006 - March 2009
MJW Investments 2002 - 2006
Skills
Real Estate Economics, Disposition, Structured Finance, Acquisitions, Real Estate Development, Project Entitlements, Mortgage Banking, Private Equity, Joint Ventures, Real Estate, Investment Properties, Leases, Commercial Real Estate
Education
Dartmouth College 1987 — 1991
BA, History
Joy Tidrick's Preferred Capital Experience May 2002 - March 2005
Job Accountant at CBC Companies
Industry Consumer Services
Experience
CBC Companies October 2012 - Present
Limited Brands March 2012 - October 2012
Group Management Services, Inc. April 2005 - November 2011
Preferred Capital May 2002 - March 2005
Skills
Human Resources, Employee Benefits, Benefits Administration, Payroll, Recruiting, Insurance, Leadership, Management, Employee Relations
Education
The University of Akron 1994 — 2002
CBC Companies October 2012 - Present
Limited Brands March 2012 - October 2012
Group Management Services, Inc. April 2005 - November 2011
Preferred Capital May 2002 - March 2005
Skills
Human Resources, Employee Benefits, Benefits Administration, Payroll, Recruiting, Insurance, Leadership, Management, Employee Relations
Education
The University of Akron 1994 — 2002
Jeff Mailliard's Preferred Capital Experience July 1999 - May 2002
Job Owner at 3M Accounting and Bookkeeping
Industry Accounting
Experience
3M Accounting and Bookkeeping September 2005 - Present
Squaw Valley Ski Corp October 2002 - December 2004
Preferred Capital July 1999 - May 2002
Skills
Financial Analysis, QuickBooks, Budgets, Accounting, Customer Service, Microsoft Excel, Accounts Payable
Education
University of Nevada-Reno 2004 — 2005
Minor, Accounting
UC Davis 1992 — 1997
BS, Agricultural Economics
3M Accounting and Bookkeeping September 2005 - Present
Squaw Valley Ski Corp October 2002 - December 2004
Preferred Capital July 1999 - May 2002
Skills
Financial Analysis, QuickBooks, Budgets, Accounting, Customer Service, Microsoft Excel, Accounts Payable
Education
University of Nevada-Reno 2004 — 2005
Minor, Accounting
UC Davis 1992 — 1997
BS, Agricultural Economics
Rose Voltz's Preferred Capital Experience 2007 - 2008
Job Business Development at Huntington Valley Bank
Industry Banking
Experience
Huntington Valley Bank 2012 - Present
BeneTrends, Inc. January 2011 - February 2012
Third Federal Bank March 2009 - January 2011
Sun National Bank 2008 - 2009
Preferred Capital 2007 - 2008
Commerce Bank 2002 - 2007
Fleet Bank 1999 - 2002
PNC 1996 - 1999
Mellon PSFS 1987 - 1996
Skills
Commercial Lending, Commercial Real Estate, New Business Development, Portfolio Management, Excellent verbal &..., Highly detail oriented, Conscientious, SBA 7a & 504, Credit, Franchising, Business Development, SBA, Commercial Mortgages, Small Business, Lines Of Credit
Education
University of Pennsylvania - The Wharton School
Huntington Valley Bank 2012 - Present
BeneTrends, Inc. January 2011 - February 2012
Third Federal Bank March 2009 - January 2011
Sun National Bank 2008 - 2009
Preferred Capital 2007 - 2008
Commerce Bank 2002 - 2007
Fleet Bank 1999 - 2002
PNC 1996 - 1999
Mellon PSFS 1987 - 1996
Skills
Commercial Lending, Commercial Real Estate, New Business Development, Portfolio Management, Excellent verbal &..., Highly detail oriented, Conscientious, SBA 7a & 504, Credit, Franchising, Business Development, SBA, Commercial Mortgages, Small Business, Lines Of Credit
Education
University of Pennsylvania - The Wharton School