Security Financial Services
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Security Financial Services Employees
Deaton Contracting and Project Management July 2012 - September 2014
Security Financial Services 2011 - 2012
Coulter and Associates 2009 - 2010
Heyward Allen Toyota Scion 2007 - 2009
ILM Transportation 2007 - 2008
Skills
Loans, Credit, Finance, Operations Management, Cash Flow, Sales, Team Building, Financial Services, Employee Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Insurance, Customer Satisfaction, Time Management, Training, Managerial Finance, Accounts Receivable, Invoicing, Budgets, Marketing, Teamwork, Customer Retention, Data Entry, Accounts Payable, Accounting, Payroll, Recruiting, Relationship Management
Education
Brenau University 2014 — 2018
Bachelor's degree, Accounting
Athens Technical College 2013 — 2014
Associate's Degree, Life sciences
Tuscola High School 1993 — 1996
High School
Azari Franchise LLC September 2014 - Present
Azari Property Management, The Azari Group Real Estate, Inc. October 2006 - Present
Security Financial Services June 2004 - October 2006
Triton Funding Group August 2003 - February 2004
AMS; Aviation Management Services 1999 - 2001
Skills
Top Negotiator, Right on the point, Sincere, Mortgage Lending, Loans, Bilingual, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Corporate Tax, Managerial Finance, Financial Risk, Capital Budgeting, Budget Process, Operations Management, Operating Budgets, Budget Reconciliation, Strategic Negotiations, Contract Negotiation, Human Resources, Sales Management, Short Sales, Sales Tax, Negotiation, Finance
Education
Northrop University 1976 — 1977
MBA, Business Management
UCLA Anderson School of Management 1976 — 1976
credits towards MBA, MBA General
Security Financial Services June 2011 - Present
Mary Kay Inc. September 2012 - Present
Skills
Consumer Lending, Notary Public, Loans, Collections, Life Insurance, Property & Casualty..., Health Insurance, Finance, Marketing, Cosmetics, Makeup Artistry, Makeovers, Facials, Branch Banking, Customer Retention
Education
Liberty University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Fayetteville State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Amerifund, Inc. September 1995 - Present
Capital Expressway June 2003 - September 2005
Security Financial Services June 2002 - June 2003
Perry Morris 1989 - 1992
Northwest Services 1984 - May 1989
Merrill Lynch 1983 - 1984
Skills
Commercial Finance, Commercial Lending, Funding, Credit, Finance, Start-ups, Loans, Business Development, Factoring, Asset Based Lending, Portfolio Management, Credit Analysis, Small Business Lending, Structured Finance, Corporate Finance, Capital, Working Capital..., Financial Structuring, Loan Origination, Sales, Small Business, Leadership, Executive Management, Financial Analysis, Commercial Mortgages, Mergers & Acquisitions, Financial Advisory, Private Equity, Strategic Financial..., Investments, Venture Capital, Restructuring, Due Diligence, Asset Management, Leveraged Finance, Banking, Valuation, Refinance, Financial Services, Mortgage Lending, Business Valuation, Capital Markets, Underwriting, Corporate Development, Credit Risk, Investment Banking, Mortgage Banking, Risk Management, Investor Relations, Financial Planning
Education
University of Phoenix 1996 — 1998
Bachelor of Arts in Management, Emphasis in Finance
Home Capital Group 2008 - Present
Security Financial Services 1990 - Present
Americal Home Loans 1978 - 1990
Skills
Sellers, Short Sales, Foreclosures, Real Estate Transactions, Loans, First Time Home Buyers, Mortgage Lending, Real Estate Financing, Buyers, REO, Investors, Condos, Real Estate, SFR, Single Family Homes, Listings, Commercial Real Estate, Refinance, Referrals, HUD, Income Properties, FHA, Real Property, Residential Mortgages, Relocation, 1031 Exchanges, Reverse Mortgages, VA loans, Investment Properties, Residential Homes, Buyer Representation, New Home Sales, Sales, Townhomes, Luxury, Finance, Real Estate Development, Negotiation, Property Management, Real Estate Economics, Leases
Education
Oregon Institute of Technology 1972 — 1974
general education
Security Financial Services OwnerSame$
Skills
Factoring, Cash Flow
Education
University of California, Santa Barbara 1965 — 1967
Goddard College 1963 — 1965
Modis June 2015 - Present
Independent Consultant March 2014 - Present
Spider Development December 2014 - May 2015
Shenandoah Country Club December 2012 - August 2014
Security Financial Services January 2011 - January 2012
Shenandoah Country Club January 2009 - June 2011
Skills
Windows Vista, Windows XP Pro, Computer Hardware, Computer Graphics, IT Solutions, Network Administration, Computer Software..., Computer Repair, Computer Security, IT Operations, People Skills, Sales, Sales Presentations, Data Entry, Databases, Spreadsheets, Technical Writing, Microsoft Technologies, Information Technology, Windows Server, Website Development, Website Updating, Website Creation, Mobile Devices, Mobile Applications, Mobile Technology, Mobile Communications, Windows Mobile, Android SDK, Android, iOS development, iOS, Windows 7, Microsoft Office, Microsoft Publisher, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Dreamweaver, Network Programming, ASP.NET, Windows 8, Windows 8.1, Visual Studio, Visual C#, Microsoft SQL Server, TeamViewer, Notepad++, Help Desk Support, POS Solutions
Education
Schoolcraft College 2010 — 2012
Western Michigan University 2006 — 2008
Aeronautical/Aerospace Engineering Technology/Technician
ClearStone Consulting Group, Inc January 2015 - Present
ClearStone Financial Solutions, Inc September 2005 - December 2014
MoneyTrax, Inc April 2011 - January 2013
Allegis Financial Partners February 2009 - April 2011
Extraordinary Development, Inc 2003 - 2009
Security Financial Services October 2004 - October 2008
Skills
Leadership, Strategy, Sales, Entrepreneurship, Strategic Planning, Leadership Development, Team Leadership, Training, Small Business, Public Speaking, Wealth Management, Retirement, Finance, Business Coaching, Life Insurance, Investments, Business Development, Strategic Financial..., Financial Services, Selling, Financial Planning
Education
Boise State University 2014 — 2016
Executive MBA
Cornell University 2014 — 2014
Certificate of Executive Leadership
Brigham Young University 1996 — 1999
BS, Health Promotion, Business
Ricks College 1992 — 1996
Associates, Health Sciences
Oracle June 2013 - Present
Blurb June 2011 - May 2013
Professional Healthcare LLC April 2010 - June 2011
Pickspal Inc. August 2005 - December 2009
Nextel Communications Inc. November 2004 - March 2005
Security Financial Services April 2003 - September 2003
Skills
Management, Program Management, Team Building, Selling, Online Advertising, Online Marketing, CRM, Product Marketing, Digital Marketing, Start-ups, Advertising, Business Development, Project Management
Education
San Jose State University 2002 — 2008
BS, Marketing & Advertising
American High School 1998 — 2002
High School Diploma
United Capital Financial Advisers, LLC June 2014 - Present
ERBP Inc. 2004 - Present
Securities America, Inc. Member FINRA/SIPC September 2013 - June 2014
Williams Financial Group April 2009 - September 2013
WaMu Investments now JP Morgan Chase 2007 - 2008
Security Financial Services 2004 - 2007
Farmers Financial Solutions 2002 - 2004
JPMorgan Chase 1999 - 2002
Skills
Investments, Financial Advisory, Series 7, Leadership, Investment Advisory, Financial Services, Recruiting, Salesforce.com, 401k, Series 63, Strategic Financial..., Securities, Selling, Retirement Planning, Finance, Wealth Management, Alternative Investments, Equities, Entrepreneurship, Mutual Funds, Asset Management, Consultative Selling, Broker Recruitment, CRM, Investment Management, Texas, Oklahoma, Louisiana, Arkansa, Broker Dealer, RIA-friendly, TD Ameritrade, Schwab, National Financial, Pershing, IWS, PAS, Dallas, Houston, Fort Worth, Austin, San Antonio, El Paso, Lubbock, Oklahoma City, Little Rock, New Orleans, Broker Search, Acquisition
Education
Texas A&M University 1993 — 1999
BBA, Finance
Security Financial Services June 2010 - Present
Comerica Bank February 2007 - June 2010
Comerica Bank June 2005 - January 2007
Skills
Real Estate Financing, Investment Properties, Bridge Loans, Private Lending, Credit, Loans, Valuation, Credit Analysis, Cash Flow, Commercial Lending, Real Estate, Loan Origination, Wealth Management, Investments, Financial Services, Commercial Mortgages, Financial Structuring, Business Notes, Underwriting, Private Banking, Finance, Real Estate Economics, Commercial Banking, Asset Based Lending, Commercial Real Estate...
Education
McGill University 2001 — 2005
Bachelor of Commerce, International Business
ESSEC - ESSEC Business School 2003 — 2004
1 Year Exchange
Lick Wilmerding High School
Town School
Security Financial Services December 2012 - Present
Mariner Finance December 2012 - Present
Greenville Financial Services August 2012 - December 2012
Education
Pitt Community College 2010 — 2012
Associate of Arts (A.A.)
Security Financial Services April 2009 - Present
Security Financial Services March 2005 - April 2009
Shopping.com 2004 - 2005
Inseec - Undergraduate Business School 2003 - 2003
LookSmart 2000 - 2003
Skills
real estate, real estate loans, Real Estate Financing, Bridge Loans, Refinance, Multi-family, Real Estate, Loans, Real Estate Development, Property Management, Investment Properties, Investments, Credit, Commercial Real Estate, Real Estate Economics, Mergers & Acquisitions, Mortgage Lending, Due Diligence, Asset Management, Portfolio Management, Finance, Disposition, Underwriting, Banking, Investors, Financial Services, Funding, Business Development
Education
Georgetown University 1994 — 1998
BA
Sciences Po 1996 — 1997
Lick-Wilmerding High School 1990 — 1994
Town School 1981 — 1990
Yuriko Tanabe, CPAs January 2006 - Present
Security Financial Services 2012 - 2013
Hamilton Zanze & Company May 2007 - May 2009
EOS Accountants, LLP October 2006 - May 2007
Keiji Yamane, CPAs August 2000 - March 2006
Moore Stephens, LLP January 1996 - July 2000
Deloitte Touch LLP 1994 - 1996
Skills
Corporate Tax, Income Tax, Accounting, Financial Reporting, Tax, Business Planning, Auditing, Audit, Quickbooks, Payroll, Excel, Bookkeeping
Education
San Francisco State University 1990 — 1992
B.S. Accounting with high
Waynesville Cycle Center April 2002 - Present
Jonathan Creek Inn and Villas February 2006 - April 2007
Security Financial Services April 1996 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, HTML, Public Speaking, Budgets, Editing, Strategic Planning
Education
Western Carolina University 1990 — 1991
transfer credits, Pre Pharmacy
Haywood Community College 1986 — 1988
Administrative Assistant and Secretarial Science, General
Coldwell Banker Solano Pacific June 2011 - Present
Security Financial Services October 2001 - July 2010
Education
Stanford Business School