Preferred Financial

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Preferred Financial Employees

Employee
Years
Job
Industry
Kanokvun T. Kanokvun T. San Francisco Bay Area Details
Kanokvun T.'s Preferred Financial Experience June 2009 - February 2010
Job Providing all major kinds of insurance. Life, Health, Commercial, Auto, Home
Industry Financial Services
Experience
Farmers Insurance  January 2014 - Present
Farmers Insurance  January 2014 - Present
San Jose Learning Center  November 2013 - Present
www.facebook.com/alandofsmiles   January 2013 - Present
Vector Insurance Solutions LLC   June 2010 - Present
Thai and Japanese Restaurants   November 2000 - March 2014
preferred financial   June 2009 - February 2010
American General Life and Accident  December 2008 - June 2009

Skills
Term Life Insurance, Life Insurance, Universal Life, Customer Service, Marketing Strategy, Product Marketing, Marketing Management, Direct Marketing, Table Tennis, Marketing Communications, Market Research, Food Industry, Smiling, Interpreting, Translation, Insurance, Personal Financial..., Retirement Planning, Small Business, Strategic Financial..., Insurance Brokerage

Education
Internation Effectiveness Center   2013 — 2013
Medical Terminology Interpreting for Thai

The University of the Thai Chamber of Commerce., Thailand   1992 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics

University of the Thai Chamber of Commerce   1992 — 1996
BA, Business Economic

Audra Cannon Audra Cannon San Francisco Bay Area Details
Audra Cannon's Preferred Financial Experience June 2002 - May 2010
Job Residential and Commercial Mortgage Agent at Prominent Mortgage Lending
Industry Banking
Experience
Prominent Mortgage Lending   May 2014 - Present
Capital Mortgage Group   May 2010 - May 2014
Preferred Financial   June 2002 - May 2010

Skills
Mortgage Lending, Loans, Refinance, FHA, Real Estate, Commercial Lending, Lines Of Credit, Credit, Banking, Credit Analysis, Investments, Underwriting, Purchase..., Purchase Loans, Residential Mortgages, Loan Origination, Marketing Strategy

Education
University of Phoenix   2010 — 2014
Bachelor's Degree, Finance, 3.5GPA

Michael Aimo Michael Aimo San Francisco Bay Area Details
Michael Aimo's Preferred Financial Experience September 2004 - Present
Job Director, Business Development at Jumpstart Automotive Group
Industry Online Media
Experience
Jumpstart Automotive Group  November 2007 - Present
Preferred Financial   September 2004 - Present
Brinker International  March 2000 - May 2006
Coldwell Banker  June 1998 - August 2001

Skills
Lead Generation, Online Advertising, SEM, Digital Marketing, New Business Development, Online Marketing, Customer Retention, Sales, E-commerce, Mobile Marketing, Business Development, Salesforce.com, Strategic Partnerships, Digital Media, Analytics, Digital Strategy

Education
Saint Mary's College of California   1998 — 2002
B.S.E., Business Administration and Economics

Kegan Johnson Kegan Johnson San Francisco Bay Area Details
Kegan Johnson's Preferred Financial Experience September 2011 - December 2011
Job Analyst; Corporate Development and Analysis at Syufy Enterprises
Industry Entertainment
Experience
Syufy Enterprises  January 2012 - Present
Preferred Financial   September 2011 - December 2011
World Trade Center San Diego  February 2011 - August 2011
University of San Diego  September 2010 - May 2011
Student International Business Council (SIBC)   September 2010 - May 2011
University of San Diego  January 2008 - May 2011
The Washington Center  January 2011 - January 2011

Skills
Intermediate Spanish, Windows and Mac OS..., Microsoft Office..., Introduction to Visual..., Leadership, VBA, Microsoft Excel, Analysis, International Relations, Spanish, Training, Business Development, Business Strategy

Education
University of San Diego   2007 — 2011
B.B.A. Business Administration, B.A. International Relations

Auckland University of Technology   2010 — 2010
Study Abroad, Asian-Pacific Business and International Affairs

Universidad Jose Ortega Y Gasset   2009 — 2009
Study Abroad, General Education Studies

Jonathan Muglie Jonathan Muglie Phoenix, Arizona Area Details
Jonathan Muglie's Preferred Financial Experience June 2008 - August 2010
Job Finance|Real Estate|Technology
Industry Financial Services
Experience
JPMorgan Chase  September 2011 - Present
Arvato Finance Services @ Google Inc.   September 2010 - August 2011
Preferred Financial   June 2008 - August 2010

Skills
Financial Analysis, Process Improvement, Business Process..., Credit, Salesforce.com, Sales, Outlook, Microsoft Excel, Project Management, Customer Service, Banking, Risk Management, Finance, PowerPoint, Inventory Management, Financial Modeling, Access, Analysis, Forecasting, Financial Risk, Financial Services, Corporate Finance, Credit Analysis, Financial Reporting, Portfolio Management, Microsoft Office

Education
Arizona State University, W. P. Carey School of Business   2006 — 2010
Bachelor of Science, Business Management with emphasis in Finance

Lauren Bilich Lauren Bilich San Francisco, California Details
Lauren Bilich's Preferred Financial Experience November 2006 - August 2009
Job Account Coordinator at LEWIS PR
Industry Public Relations and Communications
Experience
LEWIS PR  December 2014 - Present
TIBCO Software Inc.  February 2014 - November 2014
MSR Communications  October 2013 - January 2014
Preferred Financial   November 2006 - August 2009

Skills
Public Relations, Marketing, Event Planning, Marketing Research, Event Management, Advertising, Marketing Communications, CisionPoint, Salesforce.com, Marketo, Demand Generation, Social Networking, Social Media Marketing, Social Media, Time Management, Microsoft Excel, Leadership, Teamwork, Pitching Media, Lead Generation, Customer Service, Fundraising, Nonprofits, LinkedIn, Twitter, Instagram, Facebook, Pinterest, Yelp, Public Speaking, Blogging, Press Releases

Education
Saint Mary's College of California   2009 — 2013
Bachelor of Science (B.S.), Marketing; Minor in Economics

University of Notre Dame Australia   2011 — 2011
Bachelor of Science (BS), Marketing

John Engstrom John Engstrom San Francisco Bay Area Details
John Engstrom's Preferred Financial Experience February 2013 - Present
Job Controller at Preferred Financial
Industry Accounting
Experience
Preferred Financial   February 2013 - Present
Tasters Guild #026 - Diablo Chapter   March 1994 - Present
Various short-term Accounting assignments   January 2012 - September 2012
WineShop at Home  March 2011 - May 2011
Mathematical Science Reasearch Institute   January 2011 - March 2011
Lawrence Livermore National Laboratory  May 2004 - January 2010
Econoday   January 2004 - March 2004
Blue Planet Software  June 2000 - March 2003
Brainpower   May 2000 - June 2000
U. S. Cancer Care   January 1999 - March 2000

Skills
Wine, Food, Accounting, Consulting, Human Resources, Creative Problem Solving, Process Improvement, Blogging, Food & Wine Pairing, Microsoft Excel, Insurance, Management

Education
California State University-Los Angeles   1974 — 1977
BS, Accounting

University of Southern California   1972 — 1974

Lori Grell Lori Grell San Francisco Bay Area Details
Lori Grell's Preferred Financial Experience September 2000 - October 2005
Job Sales Account Manager at YP, formerly AT&T Advertising Solutions
Industry Marketing and Advertising
Experience
YP Marketing Solutions  January 2009 - Present
Saunders Funding   October 2005 - July 2008
Preferred Financial   September 2000 - October 2005
Security Pacific Bank  October 1989 - December 1992
Home Savings of America  March 1980 - October 1989

Skills
Sales Management, Microsoft Office, Inside Sales, Direct Sales, SEO, SEM, Direct Mail, Online Advertising, Advertising Sales, Sales, Sales Process, Digital Marketing, Directory Services, Cold Calling, Marketing, Customer Service, Selling, New Business Development, Advertising

Education
Barry Rhein & Associates Selling Through Curiosity
Sales

CA Department of Real Estate

Computer Learning Center
yes, Computer Programming

Pierce College

Steve Rodrigues Steve Rodrigues San Francisco Bay Area Details
Steve Rodrigues's Preferred Financial Experience April 2006 - Present
Job Mortgage Broker
Industry Financial Services
Experience
Alpha Card Services, Inc.   February 2009 - Present
Preferred Financial   April 2006 - Present
answers@work   July 2004 - December 2014
Val's Liquors & Wine Shop   July 1997 - September 2014
InterX / NapaNet   July 1997 - February 2005
Gallo Sales Company  May 1994 - July 1997
Young's Market Company  September 1993 - May 1994

Skills
Merchant Services, Customer Service, Mortgage Lending, Direct Sales, Sales Management, Sales, Pricing, Small Business, Retail, Leadership, Marketing, Selling, Start-ups

Education
California State University-Sacramento   1988 — 1993
Bachelor of Science (BS), Marketing

Mike Santich Mike Santich San Francisco Bay Area Details
Mike Santich's Preferred Financial Experience Project ManagerAdvanced Software Resources1996 - 2007
Job Loan Officer at Preferred Financial
Industry Financial Services
Experience
Preferred Financial   Project ManagerAdvanced Software Resources1996 - 2007

Education
San Jose State University   1984 — 1990

Jessica Prasse Jessica Prasse San Francisco Bay Area Details
Jessica Prasse's Preferred Financial Experience May 2008 - Present
Job Financial Services
Industry Financial Services
Experience
Preferred Financial   May 2008 - Present
Connetics  January 2005 - January 2006
Upsher-Smith Laboratories  July 2001 - July 2003

Education
University of Colorado Boulder   1995 — 1999

Andrew Dennis Lachman Andrew Dennis Lachman San Francisco Bay Area Details
Andrew Dennis Lachman's Preferred Financial Experience 1984 - 1987
Job Freelance Reporter and Educator
Industry Writing and Editing
Experience
Santa Cruz Sentinel  January 1994 - Present
Saint Andrew's Episcopal School  August 2014 - June 2015
Pajaro Valley Unified School District  August 2002 - August 2008
Brad Lachman Productions  1984 - 2005
Santa Cruz City Schools District   August 1970 - August 2002
Newsweek  July 1988 - July 1998
Cabrillo College  September 1990 - September 1993
Gavilan College  September 1989 - September 1991
Preferred Financial   1984 - 1987
Paramount Pictures  1984 - 1985

Skills
Journalism, Newspapers, Storytelling, News Writing, Investigative Reporting, Copy Editing, Publications, Freelance Writing, Feature Articles, AP Style, Breaking News, Editorial, Online Journalism, Fact-checking, Web Content, Headline Writing, Magazines, Blogging, Press Releases, Proofreading, Sports Writing, Broadcast Journalism, Editing, Trumpet

Education
Stanford University   2001 — 2007
Master of Liberal Arts, Humanities

Columbia University in the City of New York   1987 — 1988
Master of Science (M.S.), Journalism

Yale University   1972 — 1975
Master of Forest Science, Natural Resources Management and Policy

Antioch College   1969 — 1971
Master of Arts (M.A.) in Teaching, Social Sciences

University of California, Santa Cruz   1966 — 1969
Bachelor of Arts (B.A.), Psychology

University of California, Irvine   1965 — 1966
Sociology

Dusty Broderick Dusty Broderick San Francisco Bay Area Details
Dusty Broderick's Preferred Financial Experience December 2003 - Present
Job Owner / President at Solidify Mortgage Advisors / BowHattan Holdings, Inc.
Industry Financial Services
Experience
Solidify Mortgage Advisors / BowHattan Holdings, Inc.   February 2015 - Present
Preferred Financial   December 2003 - Present

Skills
Negotiation, Refinance, Underwriting, Mortgage Banking, Residential Mortgages, Mortgage Lending, Real Estate, FHA, Customer Service, Loans, Budgets, Loan Origination, Credit, Public Speaking, Sales, FHA financing, Risk Management, Sales Management, VA loans, Retail

Education
DePaul University
Financial Management

Menlo College

Montana State University-Bozeman
N/A, Business / Finance

Lisa Pioli Lisa Pioli San Francisco Bay Area Details
Lisa Pioli's Preferred Financial Experience January 2003 - Present
Job Real Estate Sales
Industry Real Estate
Experience
Preferred Financial   January 2003 - Present

Education
Creighton University   1997 — 2002
Bachelors, Finance, Management Information Systems