Promontory Company
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Promontory Employees
Employee
Years
Job
Industry
Steven Taggart Steven Taggart's Promontory Experience March 2014 - October 2014
Job Paralegal, Legal Assistant at Foster Patent Law Offices
Industry Law Practice
Experience
Me November 2013 - Present
Salt Lake Community College August 2013 - Present
U.S. Army Corps of Engineers, New England District May 2015 - August 2015
Foster Patent Law Offices October 2014 - May 2015
Promontory March 2014 - October 2014
Connors Drilling L.L.C. March 2012 - March 2013
Lone Peak Conservation Center April 2007 - August 2010
Skills
Legal Writing, Paralegal, Environmental Law, Criminal Law, Leadership, Constitutional Law, Microsoft Word, Legal Research, Bartending, Barista, Microsoft Office, Microsoft Excel, Spanish-English, Serving, Food and Beverage..., QuickBooks, Computer Proficiency, Financial Accounting, Tennis, Fine Woodworking, Professional Student
Education
University of Utah 2014 — 2017
Bachelor of Science (B.S.), Biology, Integrated Human Biology, Chemistry, ~
Salt Lake Community College 2013 — 2014
AS, Paralegal Studies
Tamarindo Language Institute 2009 — 2009
Intensive Language Curriculume, Study Abroad, Spanish Immersion, A
Me November 2013 - Present
Salt Lake Community College August 2013 - Present
U.S. Army Corps of Engineers, New England District May 2015 - August 2015
Foster Patent Law Offices October 2014 - May 2015
Promontory March 2014 - October 2014
Connors Drilling L.L.C. March 2012 - March 2013
Lone Peak Conservation Center April 2007 - August 2010
Skills
Legal Writing, Paralegal, Environmental Law, Criminal Law, Leadership, Constitutional Law, Microsoft Word, Legal Research, Bartending, Barista, Microsoft Office, Microsoft Excel, Spanish-English, Serving, Food and Beverage..., QuickBooks, Computer Proficiency, Financial Accounting, Tennis, Fine Woodworking, Professional Student
Education
University of Utah 2014 — 2017
Bachelor of Science (B.S.), Biology, Integrated Human Biology, Chemistry, ~
Salt Lake Community College 2013 — 2014
AS, Paralegal Studies
Tamarindo Language Institute 2009 — 2009
Intensive Language Curriculume, Study Abroad, Spanish Immersion, A
Sydney Beal Sydney Beal's Promontory Experience 2012 - 2013
Job State and Local Tax Consultant at Eide Bailly LLP
Industry Higher Education
Experience
Eide Bailly LLP September 2013 - Present
Kaplan August 1999 - December 2013
Promontory 2012 - 2013
Larry A. Henning, Esq. June 2007 - October 2010
Omni Financial July 2009 - November 2009
Axiom Solutions March 2008 - May 2008
University of Denver Sturm College of Law June 2007 - August 2007
Paul Gordon Esq., LLC June 2006 - July 2006
Dealix Corporation February 2004 - July 2005
San Francisco Chronicle October 2002 - February 2004
Skills
Tax, Strategy, Leadership, Management, Legal Writing, Legal Research, Training, Sales, Litigation, Sales Presentations, Account Management, Analysis, Editing, Microsoft Excel, Negotiation, Public Speaking
Education
University of Denver 2005 — 2008
Master of Laws, Taxation
University of Denver - Sturm College of Law 2005 — 2008
LL.M., JD, Taxation, Law
University of California, Davis 1985 — 1989
Bachelor of Arts, Psychology
San Mateo High School
Diploma
Eide Bailly LLP September 2013 - Present
Kaplan August 1999 - December 2013
Promontory 2012 - 2013
Larry A. Henning, Esq. June 2007 - October 2010
Omni Financial July 2009 - November 2009
Axiom Solutions March 2008 - May 2008
University of Denver Sturm College of Law June 2007 - August 2007
Paul Gordon Esq., LLC June 2006 - July 2006
Dealix Corporation February 2004 - July 2005
San Francisco Chronicle October 2002 - February 2004
Skills
Tax, Strategy, Leadership, Management, Legal Writing, Legal Research, Training, Sales, Litigation, Sales Presentations, Account Management, Analysis, Editing, Microsoft Excel, Negotiation, Public Speaking
Education
University of Denver 2005 — 2008
Master of Laws, Taxation
University of Denver - Sturm College of Law 2005 — 2008
LL.M., JD, Taxation, Law
University of California, Davis 1985 — 1989
Bachelor of Arts, Psychology
San Mateo High School
Diploma
Eric Redding Eric Redding's Promontory Experience November 2012 - January 2013
Job Account Executive at Robert Half Technology
Industry Staffing and Recruiting
Experience
Robert Half Technology April 2015 - Present
Robert Half Finance & Accounting October 2013 - Present
Promontory November 2012 - January 2013
The Ryan Law Firm November 2009 - October 2012
Intech Funding Corp. August 2006 - October 2009
TRAC Financial Services Inc. January 2004 - August 2006
Citrus Community College October 2002 - January 2004
Skills
Effective..., Credit, Accounting, Auditing, Finance, QuickBooks, Analysis, Management, Accounts Receivable, Internal Audit, Accounts Payable, Leadership, Financial Statements, Software Documentation, Sales, Time Management, Microsoft Excel, Customer Service, Microsoft Office
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Azusa Pacific University 1995 — 2000
Bachelor's degree, Marketing
Robert Half Technology April 2015 - Present
Robert Half Finance & Accounting October 2013 - Present
Promontory November 2012 - January 2013
The Ryan Law Firm November 2009 - October 2012
Intech Funding Corp. August 2006 - October 2009
TRAC Financial Services Inc. January 2004 - August 2006
Citrus Community College October 2002 - January 2004
Skills
Effective..., Credit, Accounting, Auditing, Finance, QuickBooks, Analysis, Management, Accounts Receivable, Internal Audit, Accounts Payable, Leadership, Financial Statements, Software Documentation, Sales, Time Management, Microsoft Excel, Customer Service, Microsoft Office
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Azusa Pacific University 1995 — 2000
Bachelor's degree, Marketing
Sarah Dwyer's Promontory Experience July 2007 - December 2008
Job CEO at Chouquette
Industry Banking
Experience
Chouquette May 2010 - Present
Citronelle April 2010 - June 2010
Le Cordon Bleu Paris June 2009 - March 2010
On Sabbatical January 2009 - June 2009
Promontory July 2007 - December 2008
UBS Wealth Management 2005 - 2007
UBS Financial Services 1998 - 2007
DJHPM October 1997 - May 1998
Laura Ashley 1991 - 1995
Skills
Business Strategy, Customer Relations, Management Consulting, Strategic Planning, Customer Service, Business Development
Education
University of Maryland College Park
Chouquette May 2010 - Present
Citronelle April 2010 - June 2010
Le Cordon Bleu Paris June 2009 - March 2010
On Sabbatical January 2009 - June 2009
Promontory July 2007 - December 2008
UBS Wealth Management 2005 - 2007
UBS Financial Services 1998 - 2007
DJHPM October 1997 - May 1998
Laura Ashley 1991 - 1995
Skills
Business Strategy, Customer Relations, Management Consulting, Strategic Planning, Customer Service, Business Development
Education
University of Maryland College Park
Maggie Jones Maggie Jones's Promontory Experience 2012 - January 2013
Job Consultant
Industry Banking
Experience
Consultant March 2013 - Present
Promontory 2012 - January 2013
Consultant March 2013 - 2013
MMC Group November 2008 - August 2011
Ahmad and Associates October 2007 - October 2008
Clayton 1996 - 2008
Clayton Holdings May 1997 - September 2007
Skills
Due Diligence, Customer Relations, Team Building, Compliance, Credit, Portfolio Management, Risk, Fraud, Process Improvement, Word, Banking, Auditing, Credit Risk, Problem Solving, Asset, Mortgage, Mortgage Lending, Underwriting, Securitization, Coaching, Loss Mitigation, Microsoft Office, Business Analysis, REO, Audit, Credit Analysis, Mortgage Banking, Microsoft Word, Financial Risk, Risk Management, Management, Loan Origination, Loan Servicing, Internal Audit, Customer Service, Financial Modeling, AML, Financial Services, Residential Mortgages, Risk Analysis, Finance, Corporate Finance, Funding, Enterprise Risk..., Investments, Operational Risk..., Fixed Income, Valuation, Operational Risk, Mortgage Servicing
Education
University of Tampa 1968 — 1970
Bachelor of Science (BS), Education
Tallahassee Community College 1967 — 1968
Associate Degree
Belleville Junior College 1966 — 1967
General Studies
Consultant March 2013 - Present
Promontory 2012 - January 2013
Consultant March 2013 - 2013
MMC Group November 2008 - August 2011
Ahmad and Associates October 2007 - October 2008
Clayton 1996 - 2008
Clayton Holdings May 1997 - September 2007
Skills
Due Diligence, Customer Relations, Team Building, Compliance, Credit, Portfolio Management, Risk, Fraud, Process Improvement, Word, Banking, Auditing, Credit Risk, Problem Solving, Asset, Mortgage, Mortgage Lending, Underwriting, Securitization, Coaching, Loss Mitigation, Microsoft Office, Business Analysis, REO, Audit, Credit Analysis, Mortgage Banking, Microsoft Word, Financial Risk, Risk Management, Management, Loan Origination, Loan Servicing, Internal Audit, Customer Service, Financial Modeling, AML, Financial Services, Residential Mortgages, Risk Analysis, Finance, Corporate Finance, Funding, Enterprise Risk..., Investments, Operational Risk..., Fixed Income, Valuation, Operational Risk, Mortgage Servicing
Education
University of Tampa 1968 — 1970
Bachelor of Science (BS), Education
Tallahassee Community College 1967 — 1968
Associate Degree
Belleville Junior College 1966 — 1967
General Studies
Sarah Bidney Sarah Bidney's Promontory Experience May 2007 - September 2007
Job 2015, 2012 & 2010 Iowa PGA Section Teaching Professional of the Year
Industry Sports
Experience
Wakonda Club February 2015 - Present
Sugar Creek Golf Course June 2008 - October 2014
Sugar Creek Golf Course January 2010 - December 2010
Meredith 2009 - 2009
Promontory May 2007 - September 2007
Stonebridge Country Club - Naples, FL November 2005 - March 2007
Wakonda Club June 2006 - October 2006
Otter Creek Golf Course September 2001 - June 2006
Skills
Golf, Sports, Tournaments, Junior Golf, PGA, Teaching, Public Relations, Customer Service, Event Planning, Coaching, Public Speaking, Sales, Marketing, Microsoft Office, Marketing Communications, Team Building, Golf Course Management, Leadership Development, Golf Courses, Golf Instruction, Sports Coaching
Education
PGA Professional Golf Management Program 2002 — 2005
Class A Membership, The People, The Business, The Game
Simpson College 1997 — 2001
Bachelor of Arts (BA), Environmental Science with Emphasis in Biology
Wakonda Club February 2015 - Present
Sugar Creek Golf Course June 2008 - October 2014
Sugar Creek Golf Course January 2010 - December 2010
Meredith 2009 - 2009
Promontory May 2007 - September 2007
Stonebridge Country Club - Naples, FL November 2005 - March 2007
Wakonda Club June 2006 - October 2006
Otter Creek Golf Course September 2001 - June 2006
Skills
Golf, Sports, Tournaments, Junior Golf, PGA, Teaching, Public Relations, Customer Service, Event Planning, Coaching, Public Speaking, Sales, Marketing, Microsoft Office, Marketing Communications, Team Building, Golf Course Management, Leadership Development, Golf Courses, Golf Instruction, Sports Coaching
Education
PGA Professional Golf Management Program 2002 — 2005
Class A Membership, The People, The Business, The Game
Simpson College 1997 — 2001
Bachelor of Arts (BA), Environmental Science with Emphasis in Biology
Jackie Verrone's Promontory Experience 2012 - 2013
Job Forensic Analyst at Payne Advisory LLC.
Industry Financial Services
Experience
Payne Advisory LLC. March 2015 - Present
JPMorgan Chase March 2013 - February 2015
CEIBA Capital Group llc March 2010 - March 2013
Promontory 2012 - 2013
Woodfinn 2011 - 2012
Vericrest Financial Inc. March 2009 - January 2010
CIT Group 1995 - March 2009
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Loan Servicing, Underwriting, Loan Origination, Residential Mortgages, Financial Risk, Banking, Real Estate Due..., Investments, Credit Risk, Due Diligence, Investment Properties, Real Estate, Mortgage Servicing, Management, Relationship Management, Funding, Negotiation, Asset Management, Loss Mitigation, Portfolio Management, Credit Analysis, FHA, Refinance, Financial Analysis, Mergers & Acquisitions, Valuation, Executive Management
Education
University of Delaware
Payne Advisory LLC. March 2015 - Present
JPMorgan Chase March 2013 - February 2015
CEIBA Capital Group llc March 2010 - March 2013
Promontory 2012 - 2013
Woodfinn 2011 - 2012
Vericrest Financial Inc. March 2009 - January 2010
CIT Group 1995 - March 2009
Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Loan Servicing, Underwriting, Loan Origination, Residential Mortgages, Financial Risk, Banking, Real Estate Due..., Investments, Credit Risk, Due Diligence, Investment Properties, Real Estate, Mortgage Servicing, Management, Relationship Management, Funding, Negotiation, Asset Management, Loss Mitigation, Portfolio Management, Credit Analysis, FHA, Refinance, Financial Analysis, Mergers & Acquisitions, Valuation, Executive Management
Education
University of Delaware
Fatima Abdul-Rassoul's Promontory Experience December 2011 - January 2013
Job Project Analyst
Industry Financial Services
Experience
Fannie Mae September 2014 - Present
OneWest Bank February 2013 - August 2014
Promontory December 2011 - January 2013
Bank of America January 2009 - December 2011
Innabi Law Group 2005 - 2009
American Suzuki Motor Corporation June 2007 - July 2008
Skills
Mortgage Lending, Loss Mitigation, Loan Servicing, Customer Service, Loans, Microsoft Word, Negotiation, Loan Origination, Bankruptcy, CRM, Mortgage Banking, Loan Modifications, Outlook, PowerPoint, Underwriting, Management, Finance, Default, Foreclosures, Analysis, FHA, Leadership, Salesforce.com, Event Management, Credit, Mortgage Servicing, Banking, Financial Risk, Credit Analysis, Credit Risk, Legal Administration, Mortgage Underwriting, Residential Mortgages, Sales, Microsoft Excel, Call Centers, Toastmasters, CRM software, Adobe Acrobat, Internet Research, Mortgage, SQL Server Management..., Microsoft Visio
Education
University of La Verne 2002 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Fannie Mae September 2014 - Present
OneWest Bank February 2013 - August 2014
Promontory December 2011 - January 2013
Bank of America January 2009 - December 2011
Innabi Law Group 2005 - 2009
American Suzuki Motor Corporation June 2007 - July 2008
Skills
Mortgage Lending, Loss Mitigation, Loan Servicing, Customer Service, Loans, Microsoft Word, Negotiation, Loan Origination, Bankruptcy, CRM, Mortgage Banking, Loan Modifications, Outlook, PowerPoint, Underwriting, Management, Finance, Default, Foreclosures, Analysis, FHA, Leadership, Salesforce.com, Event Management, Credit, Mortgage Servicing, Banking, Financial Risk, Credit Analysis, Credit Risk, Legal Administration, Mortgage Underwriting, Residential Mortgages, Sales, Microsoft Excel, Call Centers, Toastmasters, CRM software, Adobe Acrobat, Internet Research, Mortgage, SQL Server Management..., Microsoft Visio
Education
University of La Verne 2002 — 2006
Bachelor of Science (BS), Business Administration, Management and Operations
Frank Haley's Promontory Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Green Key Resources/ FIS Global April 2014 - March 2015
Promontory 2012 - 2013
JPMorgan Chase 2011 - 2012
Skills
Finance, Regulatory Compliance, Banking, Foreclosures, Risk Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Credit, Loans, Financial Risk, Financial Modeling, Legal Compliance, Standards Compliance
Education
St. John's University 1995 — 1999
Bachelor's Degree, Finance
Green Key Resources/ FIS Global April 2014 - March 2015
Promontory 2012 - 2013
JPMorgan Chase 2011 - 2012
Skills
Finance, Regulatory Compliance, Banking, Foreclosures, Risk Management, Financial Analysis, Financial Services, Portfolio Management, Investments, Credit, Loans, Financial Risk, Financial Modeling, Legal Compliance, Standards Compliance
Education
St. John's University 1995 — 1999
Bachelor's Degree, Finance
Kathy Hubble's Promontory Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Dominion Financial Group July 2007 - November 2010
AML Consulting November 2007 - June 2008
Promontory 2007 - 2008
Internal Revenue Service June 1983 - June 2007
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Banking, Criminal Investigations, Criminal Law, Finance, Financial Analysis, Investigation, KYC, Risk Assessment, Fraud, Forensic Accounting
Education
The University of Texas at El Paso 1978 — 1980
Accounting/Business
University of Arizona 1975 — 1976
M.Ed., Educational Psychology
Texas A&M University-Kingsville 1970 — 1974
B.A., Psychology, English
United High School 1965 — 1970
hs diploma, high school
Dominion Financial Group July 2007 - November 2010
AML Consulting November 2007 - June 2008
Promontory 2007 - 2008
Internal Revenue Service June 1983 - June 2007
Skills
AML, OFAC, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Banking, Criminal Investigations, Criminal Law, Finance, Financial Analysis, Investigation, KYC, Risk Assessment, Fraud, Forensic Accounting
Education
The University of Texas at El Paso 1978 — 1980
Accounting/Business
University of Arizona 1975 — 1976
M.Ed., Educational Psychology
Texas A&M University-Kingsville 1970 — 1974
B.A., Psychology, English
United High School 1965 — 1970
hs diploma, high school
Annie Hawker's Promontory Experience April 2007 - May 2013
Job Property Management; Concierge; Administrative Assistant at Promontory
Industry Hospitality
Experience
Promontory April 2007 - May 2013
Park City Peaks Hotel October 2006 - April 2007
Sundance Resort May 2000 - October 2006
Skills
Hospitality Management, Event Management, Event Planning, Front Office, Hospitality, Customer Service, Hospitality Industry, Hotels, Resorts, Sales Management, Training, Marketing, Social Media Marketing, Social Media
Education
Utah Valley University 1998 — 2004
Psychology
Brigham Young University - Idaho 1997 — 1998
Interior Design, Humanities
Timpview High School 1994 — 1997
Promontory April 2007 - May 2013
Park City Peaks Hotel October 2006 - April 2007
Sundance Resort May 2000 - October 2006
Skills
Hospitality Management, Event Management, Event Planning, Front Office, Hospitality, Customer Service, Hospitality Industry, Hotels, Resorts, Sales Management, Training, Marketing, Social Media Marketing, Social Media
Education
Utah Valley University 1998 — 2004
Psychology
Brigham Young University - Idaho 1997 — 1998
Interior Design, Humanities
Timpview High School 1994 — 1997
Allister Bernal's Promontory Experience September 2012 - January 2013
Job Senior Intelligence Analyst at Western Union
Industry Financial Services
Experience
Western Union September 2013 - Present
Promontory September 2012 - January 2013
Skills
Microsoft Excel, Analysis, Research, Data Analysis, Leadership, Due Diligence, Financial Analysis, Strategy, Project Management, Economics
Education
Stanford University 2008 — 2012
Bachelor of Arts (BA), Economics
Western Union September 2013 - Present
Promontory September 2012 - January 2013
Skills
Microsoft Excel, Analysis, Research, Data Analysis, Leadership, Due Diligence, Financial Analysis, Strategy, Project Management, Economics
Education
Stanford University 2008 — 2012
Bachelor of Arts (BA), Economics