Solstice Capital
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Solstice Capital Employees
Employee
Years
Job
Industry
Benson Mugo Benson Mugo's Solstice Capital Experience January 2002 - September 2004
Job CEO/Founder http://www.annesequip.com
Industry Construction
Experience
Self-employed December 2013 - Present
Olive Tree Publishing March 2006 - September 2008
Solstice Capital January 2002 - September 2004
Skills
Aerial Work Platform..., Microsoft SQL Server, SSL Certificates, HTML scripting, HTML 5, Sales Management, Customer Service, Market Research, Certified Fund Raising..., HTML5, Project Management
Education
Fullerton College 2000 — 2003
University of Minnesota-Twin Cities 1999 — 1999
Business Administration, Management and Operations
Self-employed December 2013 - Present
Olive Tree Publishing March 2006 - September 2008
Solstice Capital January 2002 - September 2004
Skills
Aerial Work Platform..., Microsoft SQL Server, SSL Certificates, HTML scripting, HTML 5, Sales Management, Customer Service, Market Research, Certified Fund Raising..., HTML5, Project Management
Education
Fullerton College 2000 — 2003
University of Minnesota-Twin Cities 1999 — 1999
Business Administration, Management and Operations
Yesenia Campisi Yesenia Campisi's Solstice Capital Experience 2004 - 2009
Job Sr. Loan Officer NMLS# 112635 at Movement Mortgage, 6hr Underwriting & 7 Day Processing! SPANISH SPEAKING!!!
Industry Financial Services
Experience
Movement Mortgage, LLC September 2015 - Present
JFK Financial Inc. April 2015 - September 2015
Suburban Mortgage April 2014 - November 2014
American Advisors Group (AAG Reverse Mortgage) August 2012 - 2014
Solstice Capital 2004 - 2009
Siglianos Gourmet Baking and Distribution Company 1998 - 2003
Skills
Leadership, Refinance, First Time Home Buyers, USDA, 203K, Finance, Super Jumbo, Mortgage Marketing, Home Equity Loans, Commercial Mortgages, Non-Conforming, NMLS Licensed, FHA, Loans, Mortgage Lending, Investment Properties, Real Estate, Sales, Foreclosures, Investors, FHA Financing, Real Estate Transactions, Credit, Real Estate Financing, Loan Origination, Residential Mortgages, Mortgage Banking, Referrals
Education
Saddleback College
Movement Mortgage, LLC September 2015 - Present
JFK Financial Inc. April 2015 - September 2015
Suburban Mortgage April 2014 - November 2014
American Advisors Group (AAG Reverse Mortgage) August 2012 - 2014
Solstice Capital 2004 - 2009
Siglianos Gourmet Baking and Distribution Company 1998 - 2003
Skills
Leadership, Refinance, First Time Home Buyers, USDA, 203K, Finance, Super Jumbo, Mortgage Marketing, Home Equity Loans, Commercial Mortgages, Non-Conforming, NMLS Licensed, FHA, Loans, Mortgage Lending, Investment Properties, Real Estate, Sales, Foreclosures, Investors, FHA Financing, Real Estate Transactions, Credit, Real Estate Financing, Loan Origination, Residential Mortgages, Mortgage Banking, Referrals
Education
Saddleback College
Adrian Placinta's Solstice Capital Experience September 2005 - October 2007
Job Mortgage Broker at Home Financing Inc
Industry Real Estate
Experience
Home Financing Inc May 2011 - Present
Ameripath Mortgage October 2007 - May 2011
Solstice Capital September 2005 - October 2007
Skills
VA loans, Mortgage Banking, Loans, Refinance, Mortgage Lending, Reverse Mortgages, Residential Mortgages, FHA, Loan Origination, FHA financing, Mortgage Underwriting, Government Loans, Mortgage Marketing, Certified Mortgage..., USDA, VA Loans, FHA Financing
Education
San Diego State University-California State University 2001 — 2005
Home Financing Inc May 2011 - Present
Ameripath Mortgage October 2007 - May 2011
Solstice Capital September 2005 - October 2007
Skills
VA loans, Mortgage Banking, Loans, Refinance, Mortgage Lending, Reverse Mortgages, Residential Mortgages, FHA, Loan Origination, FHA financing, Mortgage Underwriting, Government Loans, Mortgage Marketing, Certified Mortgage..., USDA, VA Loans, FHA Financing
Education
San Diego State University-California State University 2001 — 2005
David Cruickshank David Cruickshank's Solstice Capital Experience March 2001 - March 2006
Job Assistant Defensive Line Coach at Wingate University
Industry Sports
Experience
Wingate University January 2014 - Present
True Juicing September 2012 - Present
Global Equity Finance May 2012 - June 2013
Stone Miller September 2009 - June 2012
Emerald Pacific Mortgage May 2006 - May 2008
Solstice Capital March 2001 - March 2006
Ingram Micro January 1998 - October 1998
Skills
Tenant Representation, Location Intelligence, Real Estate, Leases, CRM, Contract Negotiation, Corporate Real Estate, Negotiation, Mergers & Acquisitions, Sales, Investment Properties, Disposition, Lease Administration, Leadership, FHA Financing, VA Loans, Conventional Financing, Home Equity Loans, Home Loans, Mortgage Planning, Purchase Loans, Finance, Real Estate Transactions, Mortgage Lending, VA loans, FHA, Loans, FHA financing, Real Estate Financing, Refinance, Certified Mortgage..., Sellers, Real Estate Economics, USDA, First Time Home Buyers, Selling, Mortgage Banking, Commercial Real Estate, Loan Origination, Short Sales, Brokerage, Foreclosures, Loss Mitigation, Management, Team Building, Customer Service, Marketing, Sales Management
Education
Wingate University 2014 — 2015
Bachelor of Science (BS), Finance and Financial Management Services
University of Wisconsin-Madison 1997 — 1998
Saddleback College 1995 — 1996
Associate of Arts (A.A.), General Studies
Dana Hills 1991 — 1994
9-12
Wingate University January 2014 - Present
True Juicing September 2012 - Present
Global Equity Finance May 2012 - June 2013
Stone Miller September 2009 - June 2012
Emerald Pacific Mortgage May 2006 - May 2008
Solstice Capital March 2001 - March 2006
Ingram Micro January 1998 - October 1998
Skills
Tenant Representation, Location Intelligence, Real Estate, Leases, CRM, Contract Negotiation, Corporate Real Estate, Negotiation, Mergers & Acquisitions, Sales, Investment Properties, Disposition, Lease Administration, Leadership, FHA Financing, VA Loans, Conventional Financing, Home Equity Loans, Home Loans, Mortgage Planning, Purchase Loans, Finance, Real Estate Transactions, Mortgage Lending, VA loans, FHA, Loans, FHA financing, Real Estate Financing, Refinance, Certified Mortgage..., Sellers, Real Estate Economics, USDA, First Time Home Buyers, Selling, Mortgage Banking, Commercial Real Estate, Loan Origination, Short Sales, Brokerage, Foreclosures, Loss Mitigation, Management, Team Building, Customer Service, Marketing, Sales Management
Education
Wingate University 2014 — 2015
Bachelor of Science (BS), Finance and Financial Management Services
University of Wisconsin-Madison 1997 — 1998
Saddleback College 1995 — 1996
Associate of Arts (A.A.), General Studies
Dana Hills 1991 — 1994
9-12
Sheena (McKay) Haan's Solstice Capital Experience January 2005 - January 2006
Job Regional Sales Manager at ExtraHop Networks
Industry Information Technology and Services
Experience
ExtraHop Networks June 2013 - Present
OpTier January 2012 - June 2013
CA Technologies March 2010 - January 2012
Mitel February 2006 - February 2010
Solstice Capital January 2005 - January 2006
Skills
Cloud Computing, Enterprise Software, CRM, SaaS, Account Management, Agile Methodologies, Analysis, B2B, Budgets, Business Alliances, Business Development, Business Intelligence, Channel, Channel Partners, Cold Calling, Consulting, Data Center, Demand Generation, Direct Sales, Go-to-market Strategy, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Lead Generation, Leadership, Managed Services, Management, Mobile Devices, Networking, New Business Development, Partner Management, Pre-sales, Professional Services, Sales, Sales Operations, Sales Process, Salesforce.com, Security, Selling, Software Industry, Solution Architecture, Solution Selling, Unified Communications, Virtualization
Education
University of Arizona 2002 — 2005
Bachelor of Science
Willamette University
General Studies
ExtraHop Networks June 2013 - Present
OpTier January 2012 - June 2013
CA Technologies March 2010 - January 2012
Mitel February 2006 - February 2010
Solstice Capital January 2005 - January 2006
Skills
Cloud Computing, Enterprise Software, CRM, SaaS, Account Management, Agile Methodologies, Analysis, B2B, Budgets, Business Alliances, Business Development, Business Intelligence, Channel, Channel Partners, Cold Calling, Consulting, Data Center, Demand Generation, Direct Sales, Go-to-market Strategy, IT Management, IT Service Management, IT Strategy, ITIL, Integration, Lead Generation, Leadership, Managed Services, Management, Mobile Devices, Networking, New Business Development, Partner Management, Pre-sales, Professional Services, Sales, Sales Operations, Sales Process, Salesforce.com, Security, Selling, Software Industry, Solution Architecture, Solution Selling, Unified Communications, Virtualization
Education
University of Arizona 2002 — 2005
Bachelor of Science
Willamette University
General Studies
Stephen E Tomasula Stephen E Tomasula's Solstice Capital Experience March 2007 - April 2009
Job SVP Finance at Veros Credit
Industry Accounting
Experience
Veros Credit October 2015 - Present
Coast 2 Coast Medical Billing April 2009 - Present
Orion Chandelier, Inc. June 2011 - September 2015
Solstice Capital March 2007 - April 2009
Hsbc Finance January 2003 - March 2007
Household International March 2001 - January 2003
Household International August 1998 - March 2001
Beneficial Management Company 1985 - 1998
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Accounting, Forecasting, Cash Management, Banking, Risk Management, Finance, Internal Controls, Budgets, Business Planning, Consolidation, Corporate Finance, Due Diligence, Financial Services, General Ledger, IFRS, Leadership, Loans, Management, Mergers, Process Improvement, Real Estate, Start-ups, Strategic Financial..., Strategic Planning, US GAAP, Mergers & Acquisitions, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 1984 — 1989
Bachelor's Degree, Accounting
County College of Morris 1982 — 1984
AS, Accounting
Veros Credit October 2015 - Present
Coast 2 Coast Medical Billing April 2009 - Present
Orion Chandelier, Inc. June 2011 - September 2015
Solstice Capital March 2007 - April 2009
Hsbc Finance January 2003 - March 2007
Household International March 2001 - January 2003
Household International August 1998 - March 2001
Beneficial Management Company 1985 - 1998
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Accounting, Forecasting, Cash Management, Banking, Risk Management, Finance, Internal Controls, Budgets, Business Planning, Consolidation, Corporate Finance, Due Diligence, Financial Services, General Ledger, IFRS, Leadership, Loans, Management, Mergers, Process Improvement, Real Estate, Start-ups, Strategic Financial..., Strategic Planning, US GAAP, Mergers & Acquisitions, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 1984 — 1989
Bachelor's Degree, Accounting
County College of Morris 1982 — 1984
AS, Accounting
Robert Laubach Robert Laubach's Solstice Capital Experience 2005 - 2006
Job Director of Finance & Operations at Advanced Workplace Strategies Inc.
Industry Financial Services
Experience
Advanced Workplace Strategies Inc. February 2008 - Present
Hein & Associates March 2006 - January 2008
Solstice Capital 2005 - 2006
Ditech.com 1999 - 2000
Loder Drew & Associates 1994 - 1999
Profit Recovery Group 1993 - 1999
Education
California State University-Fullerton 1998 — 2000
Masters, Taxation
Indiana University Bloomington 1993 — 1996
B.S., Business/Accounting
Gonzaga University 1991 — 1992
Tustin High School 1988 — 1991
Advanced Workplace Strategies Inc. February 2008 - Present
Hein & Associates March 2006 - January 2008
Solstice Capital 2005 - 2006
Ditech.com 1999 - 2000
Loder Drew & Associates 1994 - 1999
Profit Recovery Group 1993 - 1999
Education
California State University-Fullerton 1998 — 2000
Masters, Taxation
Indiana University Bloomington 1993 — 1996
B.S., Business/Accounting
Gonzaga University 1991 — 1992
Tustin High School 1988 — 1991
Larry W Glass Larry W Glass's Solstice Capital Experience 2002 - 2009
Job Corporate Controller at First Direct Lending
Industry Accounting
Experience
First Direct Lending April 2014 - Present
Leaders in Accounting Management and Finance in Orange County, CA Area 2012 - Present
Creative Flavor Concepts, Inc May 2013 - April 2014
LWG Accounting Services November 2011 - December 2013
Consolidated Analytics July 2009 - August 2010
Solstice Capital 2002 - 2009
Mattila & Associates, CPA September 1997 - October 2002
United Ad Label, Inc. January 1996 - September 1997
O.C. Financial Services, Inc. July 1990 - November 1995
Century 21 Emery Real Estate 1984 - 1990
Skills
Small Business..., Quickbooks, Payroll, Accounts Payable, Financial Accounting, Taxes, Auditing, Budgets, Cash Management, Mortgage Banking, Real Estate, Franchising, Accounting, General Ledger, Internal Audit, Tax, Management, Financial Reporting, Small Business, GAAP, QuickBooks, Process Improvement, Bookkeeping, Leadership, Finance
Education
Lewis University 1970 — 1974
BA, Accounting
Mater Dei High School
First Direct Lending April 2014 - Present
Leaders in Accounting Management and Finance in Orange County, CA Area 2012 - Present
Creative Flavor Concepts, Inc May 2013 - April 2014
LWG Accounting Services November 2011 - December 2013
Consolidated Analytics July 2009 - August 2010
Solstice Capital 2002 - 2009
Mattila & Associates, CPA September 1997 - October 2002
United Ad Label, Inc. January 1996 - September 1997
O.C. Financial Services, Inc. July 1990 - November 1995
Century 21 Emery Real Estate 1984 - 1990
Skills
Small Business..., Quickbooks, Payroll, Accounts Payable, Financial Accounting, Taxes, Auditing, Budgets, Cash Management, Mortgage Banking, Real Estate, Franchising, Accounting, General Ledger, Internal Audit, Tax, Management, Financial Reporting, Small Business, GAAP, QuickBooks, Process Improvement, Bookkeeping, Leadership, Finance
Education
Lewis University 1970 — 1974
BA, Accounting
Mater Dei High School
Matt Ferrell's Solstice Capital Experience March 2006 - November 2006
Job Sales Engineer at TRUSTe
Industry Internet
Experience
TRUSTe September 2013 - Present
TRUSTe May 2011 - September 2013
TRUSTe December 2010 - May 2011
Comerica November 2006 - March 2010
Solstice Capital March 2006 - November 2006
Skills
Account Management, Sales, Adtech, Tracking Technologies, Enterprise Software, Advertising, Behavioral Targeting, Marketing Automation, Data Collection, Professional Services, Start-ups, Leadership, Sales Training, Programmatic, Retargeting, Pretargeting, Mobile, Display, Website Monitoring, Mobile Devices
Education
University of California, Irvine 1999 — 2003
BA Political Science, International Relations, International Economics
TRUSTe September 2013 - Present
TRUSTe May 2011 - September 2013
TRUSTe December 2010 - May 2011
Comerica November 2006 - March 2010
Solstice Capital March 2006 - November 2006
Skills
Account Management, Sales, Adtech, Tracking Technologies, Enterprise Software, Advertising, Behavioral Targeting, Marketing Automation, Data Collection, Professional Services, Start-ups, Leadership, Sales Training, Programmatic, Retargeting, Pretargeting, Mobile, Display, Website Monitoring, Mobile Devices
Education
University of California, Irvine 1999 — 2003
BA Political Science, International Relations, International Economics
Jawad Nesheiwat Jawad Nesheiwat's Solstice Capital Experience January 2002 - August 2006
Job Monster in Charge at Monster Loans
Industry Marketing and Advertising
Experience
Monster Loans December 2012 - Present
Quantum Biomedical October 2013 - Present
Sales Jump Starter January 2010 - Present
Debt Resolution Center January 2008 - December 2012
American Trust Capital Lending August 2006 - January 2008
Solstice Capital January 2002 - August 2006
Skills
Marketing, Marketing Strategy, Strategic Planning, Management, Social Media, Customer Service, Sales, Advertising, Social Media Marketing, New Business Development, Mortgage Banking, FHA, Business Development, Mortgage Lending, Real Estate, Investment Properties
Education
Orange Coast College 1997 — 1999
Sales, Marketing, Advertising
Huntington Beach High School 1993 — 1997
Monster Loans December 2012 - Present
Quantum Biomedical October 2013 - Present
Sales Jump Starter January 2010 - Present
Debt Resolution Center January 2008 - December 2012
American Trust Capital Lending August 2006 - January 2008
Solstice Capital January 2002 - August 2006
Skills
Marketing, Marketing Strategy, Strategic Planning, Management, Social Media, Customer Service, Sales, Advertising, Social Media Marketing, New Business Development, Mortgage Banking, FHA, Business Development, Mortgage Lending, Real Estate, Investment Properties
Education
Orange Coast College 1997 — 1999
Sales, Marketing, Advertising
Huntington Beach High School 1993 — 1997
Victoria St John's Solstice Capital Experience August 2008 - December 2008
Job LOAN DOC SPECIALIST 4 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
HomeLending Source September 2011 - October 2012
Bank of America April 2009 - August 2011
Solstice Capital August 2008 - December 2008
Peebles Department Store December 2007 - August 2008
Novastar Mortgage January 2006 - May 2007
Skills
Marketing, FHA, Credit, Finance, VA Loans, Mortgage Lending, Loans, Sales
Education
Nicholls State University 1979 — 1982
Associate's degree, Fashion Merchandising
Wells Fargo October 2012 - Present
HomeLending Source September 2011 - October 2012
Bank of America April 2009 - August 2011
Solstice Capital August 2008 - December 2008
Peebles Department Store December 2007 - August 2008
Novastar Mortgage January 2006 - May 2007
Skills
Marketing, FHA, Credit, Finance, VA Loans, Mortgage Lending, Loans, Sales
Education
Nicholls State University 1979 — 1982
Associate's degree, Fashion Merchandising
Rachel Duarte Rachel Duarte's Solstice Capital Experience December 2004 - May 2007
Job
Industry
Experience
Solstice Capital December 2004 - May 2007
Le Quy Don Tutoring Center June 2002 - October 2004
Education
Chapman University 2005 — 2008
Bachelor of Arts (BA), Psychology
Solstice Capital December 2004 - May 2007
Le Quy Don Tutoring Center June 2002 - October 2004
Education
Chapman University 2005 — 2008
Bachelor of Arts (BA), Psychology
Henry Newman Henry Newman's Solstice Capital Experience November 1994 - Present
Job Vice President and Treasurer at Mocktail Beverages Inc
Industry Venture Capital & Private Equity
Experience
Mocktail Beverages Inc May 2012 - Present
Solstice Capital November 1994 - Present
Bank of Boston 1977 - 1994
PriceWaterhouseCoopers January 1975 - June 1978
Skills
Venture Capital, Finance, Portfolio Management, Private Equity, Due Diligence, Management, Financial Modeling, Mergers & Acquisitions, Business Strategy, Financial Analysis, Corporate Development, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1973 — 1974
MBA, Accounting
Bowdoin College 1964 — 1968
AB
Mocktail Beverages Inc May 2012 - Present
Solstice Capital November 1994 - Present
Bank of Boston 1977 - 1994
PriceWaterhouseCoopers January 1975 - June 1978
Skills
Venture Capital, Finance, Portfolio Management, Private Equity, Due Diligence, Management, Financial Modeling, Mergers & Acquisitions, Business Strategy, Financial Analysis, Corporate Development, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1973 — 1974
MBA, Accounting
Bowdoin College 1964 — 1968
AB
Adam Glavinic's Solstice Capital Experience September 2002 - June 2006
Job Support Manager at Skyriver Communications
Industry Computer Networking
Experience
Skyriver Communications July 2011 - Present
IT TechPros June 2010 - July 2011
The PC Ninja February 2004 - November 2009
Fry's Electronics August 2006 - November 2006
Solstice Capital September 2002 - June 2006
Skills
Networking, Servers, Hardware, Technical Support, Windows, Help Desk Support, Laptops, Analysis, SAN, Printers, A+ Certified, Computer Repair, Data Analysis, Java, Operations Management
Education
California State University-San Marcos - College of Business Administration 2001 — 2010
Bachelor of Arts, Business Administration, Management Information Systems (MIS)
Skyriver Communications July 2011 - Present
IT TechPros June 2010 - July 2011
The PC Ninja February 2004 - November 2009
Fry's Electronics August 2006 - November 2006
Solstice Capital September 2002 - June 2006
Skills
Networking, Servers, Hardware, Technical Support, Windows, Help Desk Support, Laptops, Analysis, SAN, Printers, A+ Certified, Computer Repair, Data Analysis, Java, Operations Management
Education
California State University-San Marcos - College of Business Administration 2001 — 2010
Bachelor of Arts, Business Administration, Management Information Systems (MIS)
Rudge Dickinson CAIA Rudge Dickinson CAIA's Solstice Capital Experience May 1998 - September 1998
Job Private Wealth Management
Industry Investment Management
Experience
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
Nancy Harding Nancy Harding's Solstice Capital Experience May 2005 - December 2007
Job Admin/Marking Assistant
Industry Accounting
Experience
Frank X. Enright, EA January 2012 - Present
State Farm Insurance Agency October 2008 - December 2011
Solstice Capital May 2005 - December 2007
Allstate Workplace Division October 2001 - February 2004
Skills
Insurance, Life Insurance, General Insurance, Term Life Insurance, Commercial Insurance, Umbrella Insurance, Health Insurance, Disability Insurance, Property & Casualty..., Casualty, Fixed Annuities, Employee Benefits, Brokers, Health Savings Accounts, Sales
Education
Mt. San Antonio College 1984 — 1987
Associate of Arts (AA)
South Hills High School
Frank X. Enright, EA January 2012 - Present
State Farm Insurance Agency October 2008 - December 2011
Solstice Capital May 2005 - December 2007
Allstate Workplace Division October 2001 - February 2004
Skills
Insurance, Life Insurance, General Insurance, Term Life Insurance, Commercial Insurance, Umbrella Insurance, Health Insurance, Disability Insurance, Property & Casualty..., Casualty, Fixed Annuities, Employee Benefits, Brokers, Health Savings Accounts, Sales
Education
Mt. San Antonio College 1984 — 1987
Associate of Arts (AA)
South Hills High School
RJ Hartnett's Solstice Capital Experience 1998 - 2000
Job Loan Officer NMLS #180606
Industry Financial Services
Experience
South Pacific Financial Corp January 2014 - Present
American Financial Network, Inc. August 2011 - December 2013
LendingTree June 2003 - February 2011
NaturalData, Inc. April 2000 - June 2003
Solstice Capital 1998 - 2000
Skills
Mortgage Banking, Refinance, Loans, Mortgage Lending, FHA, USDA, Investment Properties, Residential Mortgages, Loan Origination, Real Estate, VA loans, Finance, First Time Home Buyers, Certified Mortgage..., Sales, Email Marketing, B2B, Investment Strategies, Marketing Strategy, Debt Consolidation, Reverse Mortgages, Construction Loans, VA, Jumbo, Mortgage Planning, Government Loans, Real Estate Financing, FHA Financing, Strategic Planning, VA Loans, Credit, Banking, Sales Management, Credit Analysis, REO
Education
Northern Arizona University, College of Business Administration 1993 — 1998
Bachelor of Business Administration (B.B.A.), Economics, Marketing, Management
University of South Carolina-Columbia 1995 — 1996
Marketing/Marketing Management, General
South Pacific Financial Corp January 2014 - Present
American Financial Network, Inc. August 2011 - December 2013
LendingTree June 2003 - February 2011
NaturalData, Inc. April 2000 - June 2003
Solstice Capital 1998 - 2000
Skills
Mortgage Banking, Refinance, Loans, Mortgage Lending, FHA, USDA, Investment Properties, Residential Mortgages, Loan Origination, Real Estate, VA loans, Finance, First Time Home Buyers, Certified Mortgage..., Sales, Email Marketing, B2B, Investment Strategies, Marketing Strategy, Debt Consolidation, Reverse Mortgages, Construction Loans, VA, Jumbo, Mortgage Planning, Government Loans, Real Estate Financing, FHA Financing, Strategic Planning, VA Loans, Credit, Banking, Sales Management, Credit Analysis, REO
Education
Northern Arizona University, College of Business Administration 1993 — 1998
Bachelor of Business Administration (B.B.A.), Economics, Marketing, Management
University of South Carolina-Columbia 1995 — 1996
Marketing/Marketing Management, General
Jim Gleason, MBA's Solstice Capital Experience June 2006 - January 2008
Job System Administrator at United Auto Credit Corporation
Industry Information Technology and Services
Experience
United Auto Credit Corporation August 2012 - Present
Exemplis Corporation October 2011 - June 2012
Fueling and Service Technologies, Inc. January 2010 - September 2011
HSBC May 2006 - February 2009
Solstice Capital, member HSBC group 2006 - 2009
Solstice Capital June 2006 - January 2008
Ameriquest Mortgage Company January 2004 - May 2006
UBS August 2001 - October 2003
Soundview Technology Group May 2000 - October 2000
Skills
Active Directory, Disaster Recovery, VMware, Security, Visio, Virtualization, Vendor Management, Business Analysis, Troubleshooting, System Administration, Servers, Windows, Networking, Microsoft Exchange, Software Documentation, Cisco Technologies
Education
University of Phoenix 2007 — 2009
MBA
California State University-Sacramento 1990 — 1992
Bachelor of Science
Diablo Valley College 1987 — 1989
Associate of Arts
United Auto Credit Corporation August 2012 - Present
Exemplis Corporation October 2011 - June 2012
Fueling and Service Technologies, Inc. January 2010 - September 2011
HSBC May 2006 - February 2009
Solstice Capital, member HSBC group 2006 - 2009
Solstice Capital June 2006 - January 2008
Ameriquest Mortgage Company January 2004 - May 2006
UBS August 2001 - October 2003
Soundview Technology Group May 2000 - October 2000
Skills
Active Directory, Disaster Recovery, VMware, Security, Visio, Virtualization, Vendor Management, Business Analysis, Troubleshooting, System Administration, Servers, Windows, Networking, Microsoft Exchange, Software Documentation, Cisco Technologies
Education
University of Phoenix 2007 — 2009
MBA
California State University-Sacramento 1990 — 1992
Bachelor of Science
Diablo Valley College 1987 — 1989
Associate of Arts
Margaret Campbell Miller's Solstice Capital Experience September 1997 - June 1999
Job Vice President at The John Stewart Company
Industry Real Estate
Experience
The John Stewart Company September 2004 - Present
Cenquest August 1999 - August 2002
Solstice Capital September 1997 - June 1999
Education
University of Pennsylvania 2004 — 2006
Fellowship, Center for Urban Redevelopment Excellence
Columbia University in the City of New York 2003 — 2004
MSRED, Real Estate Development
Bowdoin College 1993 — 1997
BS American History
The John Stewart Company September 2004 - Present
Cenquest August 1999 - August 2002
Solstice Capital September 1997 - June 1999
Education
University of Pennsylvania 2004 — 2006
Fellowship, Center for Urban Redevelopment Excellence
Columbia University in the City of New York 2003 — 2004
MSRED, Real Estate Development
Bowdoin College 1993 — 1997
BS American History
Nathaniel Tangerini's Solstice Capital Experience May 2005 - April 2006
Job CEO NVS Promo Designs
Industry Marketing and Advertising
Experience
NVS Promo Designs May 2012 - Present
US Flash & Technologies July 2009 - May 2012
Debtmerica LLC August 2008 - June 2009
LendingTree April 2006 - July 2007
Solstice Capital May 2005 - April 2006
WEEI Sports Radio Network June 2002 - September 2004
Arnold Worldwide April 2000 - November 2001
Skills
Customer Service, Corporate Gifts, Account Management, New Business Development, Marketing Strategy, Marketing, Sales, Sales Management, Advertising, Direct Sales, Merchandising, Advertising Sales, Microsoft Excel, Microsoft Office, Product Marketing, Negotiation, Cold Calling, Adobe Creative Suite, Project Management, Graphic Design, Salesforce Training, Sales Rep Training, Import, Product Sourcing, Retail
Education
Pepperdine University 1996 — 2000
Marketing/Marketing Management, General
NVS Promo Designs May 2012 - Present
US Flash & Technologies July 2009 - May 2012
Debtmerica LLC August 2008 - June 2009
LendingTree April 2006 - July 2007
Solstice Capital May 2005 - April 2006
WEEI Sports Radio Network June 2002 - September 2004
Arnold Worldwide April 2000 - November 2001
Skills
Customer Service, Corporate Gifts, Account Management, New Business Development, Marketing Strategy, Marketing, Sales, Sales Management, Advertising, Direct Sales, Merchandising, Advertising Sales, Microsoft Excel, Microsoft Office, Product Marketing, Negotiation, Cold Calling, Adobe Creative Suite, Project Management, Graphic Design, Salesforce Training, Sales Rep Training, Import, Product Sourcing, Retail
Education
Pepperdine University 1996 — 2000
Marketing/Marketing Management, General
Greg Van Velkinburgh's Solstice Capital Experience 2005 - 2007
Job Veteran Service Representative at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs October 2008 - Present
Bank of America April 2008 - August 2008
Solstice Capital 2005 - 2007
HSBC - Solstice Capital 2005 - 2007
Solstice Capital, member HSBC group 2005 - 2007
Education
Arizona State University 2008 — 2008
Business Administration
Victor Valley 1998 — 2000
Computer Information Systems
Department of Veterans Affairs October 2008 - Present
Bank of America April 2008 - August 2008
Solstice Capital 2005 - 2007
HSBC - Solstice Capital 2005 - 2007
Solstice Capital, member HSBC group 2005 - 2007
Education
Arizona State University 2008 — 2008
Business Administration
Victor Valley 1998 — 2000
Computer Information Systems
Joanna LaMere's Solstice Capital Experience 2004 - 2005
Job Loan Processor
Industry Real Estate
Experience
California Nova Financial 2006 - 2007
Solstice Capital 2004 - 2005
Skills
Loan Origination, Selling Businesses, Investment Properties, Business Brokerage, Mortgage Banking, Real Estate, Sales, Underwriting, Exit Strategies, Brokerage, First Time Home Buyers, Selling, Financial Analysis, Finance, Business Valuation, Loans, Mortgage Lending, Business Acquisition
Education
...
California State University-East Bay
Bachelor's degree, Ethnic Studies
California Nova Financial 2006 - 2007
Solstice Capital 2004 - 2005
Skills
Loan Origination, Selling Businesses, Investment Properties, Business Brokerage, Mortgage Banking, Real Estate, Sales, Underwriting, Exit Strategies, Brokerage, First Time Home Buyers, Selling, Financial Analysis, Finance, Business Valuation, Loans, Mortgage Lending, Business Acquisition
Education
...
California State University-East Bay
Bachelor's degree, Ethnic Studies
Bo Gonzalez's Solstice Capital Experience October 2007 - March 2009
Job Asset Manager at HMC Assets
Industry Real Estate
Experience
HMC Assets September 2013 - Present
Bella Vista Financial Corp. March 2004 - Present
Mortgage March 2004 - Present
3Point Asset Management October 2012 - January 2013
Old Republic Default Management Services June 2011 - October 2012
Kondaur Capital May 2009 - July 2011
Solstice Capital October 2007 - March 2009
paperprinters.com July 1999 - January 2007
Skills
Mortgage Lending, Real Estate, Mortgage Banking, Loss Mitigation, REO, Due Diligence, Distressed Debt, Valuation, Collateral Review, Creative Real Estate..., Negotiation, Investment Properties, Foreclosures, Real Estate Transactions, Investors, Property, Asset Management, Real Estate Economics, Disposition, Collateral Management, Dispositions
Education
California State University-Fullerton 2000 — 2001
Master's of Arts, Communications
California State University-Fullerton 1997 — 2000
Bachelor's of Arts, Psychology
HMC Assets September 2013 - Present
Bella Vista Financial Corp. March 2004 - Present
Mortgage March 2004 - Present
3Point Asset Management October 2012 - January 2013
Old Republic Default Management Services June 2011 - October 2012
Kondaur Capital May 2009 - July 2011
Solstice Capital October 2007 - March 2009
paperprinters.com July 1999 - January 2007
Skills
Mortgage Lending, Real Estate, Mortgage Banking, Loss Mitigation, REO, Due Diligence, Distressed Debt, Valuation, Collateral Review, Creative Real Estate..., Negotiation, Investment Properties, Foreclosures, Real Estate Transactions, Investors, Property, Asset Management, Real Estate Economics, Disposition, Collateral Management, Dispositions
Education
California State University-Fullerton 2000 — 2001
Master's of Arts, Communications
California State University-Fullerton 1997 — 2000
Bachelor's of Arts, Psychology
Kristin Strathearn's Solstice Capital Experience October 2005 - November 2007
Job Loan Closing Specialist II at 5/3 Bank
Industry Financial Services
Experience
Fifth Third Bank May 2011 - Present
Solstice Capital October 2005 - November 2007
Skills
Loans, Business Development, Credit, Mortgage Lending, Call Centers, Finance, Real Estate, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Mortgage Banking, Credit Analysis, Credit Risk, Underwriting
Education
Saint Mary's College of California 1996 — 2000
Fifth Third Bank May 2011 - Present
Solstice Capital October 2005 - November 2007
Skills
Loans, Business Development, Credit, Mortgage Lending, Call Centers, Finance, Real Estate, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Mortgage Banking, Credit Analysis, Credit Risk, Underwriting
Education
Saint Mary's College of California 1996 — 2000
William Long's Solstice Capital Experience August 1999 - November 2000
Job MIS Manager at Sizzler USA
Industry Information Technology and Services
Experience
Private October 2014 - Present
Sizzler USA January 2009 - October 2014
Fatburger Corporation October 2004 - October 2008
Specialty Restaurants Company February 2001 - October 2004
Solstice Capital August 1999 - November 2000
Skills
Project Management, IT Infrastructure..., IT Operations Management, IT Asset Management, IT Security Best..., Microsoft SQL Server, SQL Server Management..., Exchange ActiveSync, Google Docs, JDE Enterprise One, PCI Standards, MS Project, Email Migration, Positouch, Great Plains Software, Technical Support, Servers, Budgets, Troubleshooting, Security, Account Management, Hardware, Management, Networking, Leadership, Databases, Team Leadership, Information Technology, Customer Service, Vendor Management, Microsoft Dynamics GP
Education
California State University-Dominguez Hills 1996 — 1999
BS, Business Administrator - Computer Information Systems
Private October 2014 - Present
Sizzler USA January 2009 - October 2014
Fatburger Corporation October 2004 - October 2008
Specialty Restaurants Company February 2001 - October 2004
Solstice Capital August 1999 - November 2000
Skills
Project Management, IT Infrastructure..., IT Operations Management, IT Asset Management, IT Security Best..., Microsoft SQL Server, SQL Server Management..., Exchange ActiveSync, Google Docs, JDE Enterprise One, PCI Standards, MS Project, Email Migration, Positouch, Great Plains Software, Technical Support, Servers, Budgets, Troubleshooting, Security, Account Management, Hardware, Management, Networking, Leadership, Databases, Team Leadership, Information Technology, Customer Service, Vendor Management, Microsoft Dynamics GP
Education
California State University-Dominguez Hills 1996 — 1999
BS, Business Administrator - Computer Information Systems
Lindsay Priest's Solstice Capital Experience 2005 - 2005
Job Harmen and Frank
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2012 - Present
Solstice Capital 2005 - 2005
Skills
Microsoft Excel, CRM, Salesforce.com, Microsoft Office, Banking, Business Analysis, Data Analysis
Education
California State University-Fullerton 2009 — 2013
Bachelor of Arts (BA), Communication/ Entertainment Studies
California State Polytechnic University-Pomona
UBS Financial Services, Inc. November 2012 - Present
Solstice Capital 2005 - 2005
Skills
Microsoft Excel, CRM, Salesforce.com, Microsoft Office, Banking, Business Analysis, Data Analysis
Education
California State University-Fullerton 2009 — 2013
Bachelor of Arts (BA), Communication/ Entertainment Studies
California State Polytechnic University-Pomona
Joe Katter's Solstice Capital Experience 2001 - 2009
Job President, Better Choice Financial
Industry Financial Services
Experience
Better Choice Financial January 2009 - Present
Solstice Capital 2001 - 2009
Solstice Capital - Member HSBC Group 2001 - 2009
Skills
Mortgage Banking, Mortgage Lending, FHA, Real Estate, Loans, Finance, Sales Management, Credit, Underwriting, Sales, Banking, Financial Analysis, First Time Home Buyers, New Business Development, Direct Sales, Insurance, Residential Mortgages, Vendor Management, Loan Origination, Refinance, FHA financing, Credit Analysis, VA loans, Consumer Lending, Cash Management
Education
California State University-Fullerton 1996 — 1999
Business Administration, Accounting
HBHS
Better Choice Financial January 2009 - Present
Solstice Capital 2001 - 2009
Solstice Capital - Member HSBC Group 2001 - 2009
Skills
Mortgage Banking, Mortgage Lending, FHA, Real Estate, Loans, Finance, Sales Management, Credit, Underwriting, Sales, Banking, Financial Analysis, First Time Home Buyers, New Business Development, Direct Sales, Insurance, Residential Mortgages, Vendor Management, Loan Origination, Refinance, FHA financing, Credit Analysis, VA loans, Consumer Lending, Cash Management
Education
California State University-Fullerton 1996 — 1999
Business Administration, Accounting
HBHS
Julianna Heath's Solstice Capital Experience March 2005 - September 2007
Job Domestic Engineer at home
Industry Financial Services
Experience
home September 2007 - Present
Solstice Capital March 2005 - September 2007
Skills
Multi Tasking
Education
Irvine Valley College 2002 — 2004
General
Irvine High School 1999 — 2002
Diploma
home September 2007 - Present
Solstice Capital March 2005 - September 2007
Skills
Multi Tasking
Education
Irvine Valley College 2002 — 2004
General
Irvine High School 1999 — 2002
Diploma
Jason Batchelor's Solstice Capital Experience May 2005 - November 2006
Job Mortgage Professional
Industry Financial Services
Experience
Boscoes Sports Grill 2009 - 2014
Solstice Capital May 2005 - November 2006
Millennia Mortgage January 2004 - April 2005
Education
California State University-Fullerton 2007 — 2009
Liberal Arts and Sciences/Liberal Studies
Saddleback College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Boscoes Sports Grill 2009 - 2014
Solstice Capital May 2005 - November 2006
Millennia Mortgage January 2004 - April 2005
Education
California State University-Fullerton 2007 — 2009
Liberal Arts and Sciences/Liberal Studies
Saddleback College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities