Propel Financial Services, LLC

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Propel Financial Services, LLC Employees

Employee
Years
Job
Industry
Jenna Edge Jenna Edge Austin, Texas Area Details
Jenna Edge's Propel Financial Services, LLC Experience February 2010 - September 2012
Job Development Project Manager at Ash Creek Homes
Industry Financial Services
Experience
Ash Creek Homes   December 2013 - Present
Ash Creek Homes   September 2012 - December 2013
Propel Financial Services, LLC   February 2010 - September 2012
Propel Financial Services, LLC   February 2009 - February 2010
World Gym  August 2006 - December 2008
Houston Astros  May 2008 - August 2008

Skills
Real Estate Development, Project Management, Residential Land..., Land Development, Business Development, Real Estate, Customer Service, Marketing, Email Marketing, Direct Marketing, Marketing Communications, Public Relations, Online Marketing, Account Management, Market Research, New Business Development, CRM, Salesforce.com, Strategic Planning, Budgets, Marketing Strategy, Creative Direction, Sponsorship, Direct Mail, Lead Generation, Operations Management, Microsoft Excel

Education
Texas State University-San Marcos   2005 — 2008
BBA, Marketing

Garth Griffith Garth Griffith San Antonio, Texas Details
Garth Griffith's Propel Financial Services, LLC Experience February 2011 - March 2014
Job Senior Financial Accountant
Industry Financial Services
Experience
USAA  March 2014 - Present
Propel Financial Services, LLC   February 2011 - March 2014
Resources Global Professionals  March 2000 - September 2009
Ernst & Young, LLP   January 1999 - February 2000

Skills
Financial Reporting, Financial Analysis, CPA

Education
Baylor University
MBA, Management Information Systems

University of South Florida
BA, Economics

Endris Taylor Endris Taylor San Antonio, Texas Details
Endris Taylor's Propel Financial Services, LLC Experience December 2011 - January 2013
Job at
Industry Information Technology and Services
Experience
GDC Technics, Ltd.   June 2014 - Present
GDC Technics, Ltd.   October 2013 - June 2014
Internet Creations  January 2013 - September 2013
Propel Financial Services, LLC   December 2011 - January 2013
Operational Technologies  2011 - 2011

Skills
Microsoft Office, SharePoint, Business Analysis, Access, Salesforce.com, Project Management, Customer Service, Cloud Computing, Process Improvement, Security, Strategic Planning, Python, C#, VB.NET, C/C++ STL, Software Architectural..., Software Solution..., Heroku, Django, Pylons, Pyramid, SQL, SaaS, Business Intelligence, Integration

Education
St. Mary's University

Melanie McCall Melanie McCall San Antonio, Texas Area Details
Melanie McCall's Propel Financial Services, LLC Experience March 2010 - Present
Job Licensed Property Tax Specialist at Propel Financial Services
Industry Financial Services
Experience
Propel Financial Services  January 2015 - Present
Propel Financial Services, LLC   March 2010 - Present
Coventry Health Care  November 2008 - March 2010
World Savings  August 2004 - September 2007
JPMorgan Chase  April 2002 - April 2004

Skills
Notary Public, Data Entry, Customer Service, Outlook, Microsoft Excel, Team Building, Customer Satisfaction, Loans, Microsoft Office, Time Management, Strategic Planning, Access, Coaching, Closings, Invoicing, Budgets, Residential Mortgages, Sales, FHA

Education
San Antonio College
Registered Nursing/Registered Nurse

St Philip's College
Registered Nursing/Registered Nurse

Coy Morgan Coy Morgan Dallas, Texas Details
Coy Morgan's Propel Financial Services, LLC Experience June 2012 - March 2014
Job Senior Manager, Legal Outsourcing at Propel Financial Services
Industry Financial Services
Experience
Propel Financial Services  September 2014 - Present
Propel Financial Services  March 2014 - September 2014
Propel Financial Services, LLC   June 2012 - March 2014
Propel Financial Services, LLC   April 2010 - July 2012

Skills
Strategic Planning, Excel, Financial Analysis, Opportunity Analysis, Entrepreneurship, Microsoft Excel, Financial Modeling, Project Management, Finance, Management, Business Development, Business Analysis, Strategy, Investments, Process Improvement, Operations Management, Leadership, Marketing, Data Analysis, Business Planning, Mergers & Acquisitions, Due Diligence, Contract Negotiation

Education
Acton School of Business   2008 — 2009
MBA, Entrepreneurship

University of Oklahoma College of Law   2005 — 2008
J.D., Law, Top 10%

University of Oklahoma - Price College of Business   2001 — 2005
BBA, Entrepreneurship

Kelly Wood Kelly Wood Dallas/Fort Worth Area Details
Kelly Wood's Propel Financial Services, LLC Experience August 2010 - February 2012
Job Director, Salesforce Practice
Industry Information Technology and Services
Experience
Internet Creations  August 2012 - Present
BRG  February 2012 - August 2012
Propel Financial Services, LLC   August 2010 - February 2012
Quadrant Capital Partners   February 2010 - August 2010
Quadrant Capital Partners   July 2005 - February 2010
Theatre Arlington  January 2002 - July 2005
PMI, Inc  July 1999 - November 2001

Skills
Salesforce.com, Business Analysis, CRM, Strategic Planning, Project Management, Business Intelligence, SaaS, Process Improvement, Business Process, Force.com, Team Building, Marketing, Access, Cloud Computing, Marketing Automation, Account Management, Data Analysis, Management, Team Leadership, Integration, Microsoft Office, Sales, Microsoft Excel, Customer Service, Vendor Management, Business Development, Program Management, Analysis, Analytics, Workflow Analysis, Salesforce, Financial Anaylsis, Harmonica

Education
Tulane University

University of Texas in Arlington

Fernando G. Peralta Fernando G. Peralta San Antonio, Texas Area Details
Fernando G. Peralta's Propel Financial Services, LLC Experience May 2010 - Present
Job CFO at Propel Financial Services, LLC
Industry Financial Services
Experience
Propel Financial Services, LLC   May 2010 - Present
The Home Depot  February 2002 - May 2010
KPMG  June 1999 - February 2002

Skills
Financial Analysis, Process Improvement, Financial Reporting, Strategic Planning, Forecasting, Income Statement, Sarbanes-Oxley Act, Team Building, Finance, Customer Service, P, Accounting, Internal Controls, Strategic Financial..., Business Process..., Auditing, Strategy, Valuation, P&L, Financial Modeling, Business Analysis, Mergers & Acquisitions, Managerial Finance

Education
The University of Texas at Austin - Red McCombs School of Business   1994 — 1999

Jack Nelson Jack Nelson Austin, Texas Area Details
Jack Nelson's Propel Financial Services, LLC Experience March 2007 - Present
Job CoFounder & CEO of Propel Financial Services, LLC
Industry Financial Services
Experience
Propel Financial Services, LLC   March 2007 - Present
Nelson & Associates  September 2008 - May 2012
Akin Gump Strauss Hauer & Feld LLP  2003 - 2007

Skills
Entrepreneurship, Financial Services, Capital Raising, Corporate Governance, Corporate Law, Public Speaking, Customer Service..., Legislative Relations, Mergers & Acquisitions, Strategic Planning, Management, Asset-backed..., Joint Ventures, Salesforce.com, Intellectual Property, Due Diligence, Venture Capital, Operational Excellence, Profitable Growth, Strategic Leadership, Organizational..., Commercial Litigation, Capital Markets, Litigation, Civil Litigation, Strategic Financial..., Lobbying, Financial Regulation

Education
University of Chicago Law School   2000 — 2003
J.D., Law

The University of Texas at Austin   1994 — 1998
B.A., Plan II

The University of Texas at Austin - The Red McCombs School of Business   1994 — 1998
B.B.A., Finance & Business Honors Program

Andrea Felty Andrea Felty San Antonio, Texas Area Details
Andrea Felty's Propel Financial Services, LLC Experience August 2009 - July 2014
Job at
Industry Financial Services
Experience
Propel Financial Services  July 2014 - Present
Propel Financial Services, LLC   August 2009 - July 2014
Encore Capital Group  August 2009 - July 2014

Skills
Business Analysis, Customer Service, Financial Modeling, Microsoft Excel, Microsoft Office, Outlook, Process Improvement

Education
The University of Texas at San Antonio   2002 — 2006
Master's degree, Accounting

The University of Texas at San Antonio   1996 — 2000
Bachelor of Science (B.S.), Mathematics

David Kreps David Kreps San Antonio, Texas Area Details
David Kreps's Propel Financial Services, LLC Experience November 2010 - May 2012
Job Owner/Agent at Integra Insurance
Industry Financial Services
Experience
Integra Insurance   November 2010 - Present
Propel Financial Services, LLC   November 2010 - May 2012
Allstate Insurance Agency  May 1988 - January 2010

Skills
Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Disability Insurance, Retirement Planning, Property & Casualty..., Long-term Care, Underwriting, Commercial Insurance, General Insurance, Casualty, Health Insurance, Retirement, Liability, Mutual Funds, Brokers, Professional Liability, Strategic Planning, Strategic Financial...

Education
Texas A&M University
Chemistry

Texas A&M University - Mays Business School
Master of Business Administration (MBA)