Spectrum Financial Group
Industry: Company
DescriptionFounded: 1901 Parent organization: Red River Wealth Strategies, LLC
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Spectrum Financial Group Employees
Employee
Years
Job
Industry
Kevin Pailet Kevin Pailet's Spectrum Financial Group Experience November 1995 - November 1996
Job Regional Senior Vice President at Marsh & McLennan Agency Southwest
Industry Insurance
Experience
Marsh & McLennan Agency- Dallas July 2006 - Present
Pailet Financial Services November 1996 - June 2006
Spectrum Financial Group November 1995 - November 1996
Skills
Account Management, Analysis, Business Development, Business Strategy, Community Outreach, Disability Insurance, Employee Benefits, Entrepreneurship, Financial Services, Fundraising, Health Insurance, Healthcare, Human Resources, Insurance, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Nonprofits, Program Management, Public Relations, Small Business, Start-ups, Strategic Planning, Training, Strategy, Networking, Sales
Education
The University of Texas at Austin 1990 — 1994
Greenhill School 1984 — 1992
Episcopal School of Dallas
Marsh & McLennan Agency- Dallas July 2006 - Present
Pailet Financial Services November 1996 - June 2006
Spectrum Financial Group November 1995 - November 1996
Skills
Account Management, Analysis, Business Development, Business Strategy, Community Outreach, Disability Insurance, Employee Benefits, Entrepreneurship, Financial Services, Fundraising, Health Insurance, Healthcare, Human Resources, Insurance, Leadership, Life Insurance, Management, Marketing, Marketing Strategy, Mergers & Acquisitions, Negotiation, New Business Development, Nonprofits, Program Management, Public Relations, Small Business, Start-ups, Strategic Planning, Training, Strategy, Networking, Sales
Education
The University of Texas at Austin 1990 — 1994
Greenhill School 1984 — 1992
Episcopal School of Dallas
Rob Riforgiate Rob Riforgiate's Spectrum Financial Group Experience July 1999 - August 2007
Job Senior Mortgage Banker at LeaderOne Financial
Industry Financial Services
Experience
LeaderOne Financial July 2014 - Present
UMB Bank March 2013 - March 2014
UMB Bank April 2012 - March 2013
Velocity Financial LLC August 2007 - April 2012
Spectrum Financial Group July 1999 - August 2007
America's Moneyline 1998 - August 1999
Skills
Mortgage Lending, Real Estate Transactions, Debt Management, Asset Allocation, Small Business Lending, Business Process..., Loans, FHA, Loan Origination, Certified Mortgage..., Residential Mortgages, Short Sales, Strategic Financial..., Finance, Banking, Investors, First Time Home Buyers, Retirement Planning, Residential Homes, Small Business, Credit, Real Estate, Mortgage Banking, Sales, Refinance
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science, Business Administration - Marketing
LeaderOne Financial July 2014 - Present
UMB Bank March 2013 - March 2014
UMB Bank April 2012 - March 2013
Velocity Financial LLC August 2007 - April 2012
Spectrum Financial Group July 1999 - August 2007
America's Moneyline 1998 - August 1999
Skills
Mortgage Lending, Real Estate Transactions, Debt Management, Asset Allocation, Small Business Lending, Business Process..., Loans, FHA, Loan Origination, Certified Mortgage..., Residential Mortgages, Short Sales, Strategic Financial..., Finance, Banking, Investors, First Time Home Buyers, Retirement Planning, Residential Homes, Small Business, Credit, Real Estate, Mortgage Banking, Sales, Refinance
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science, Business Administration - Marketing
Steve Nesselroad Steve Nesselroad's Spectrum Financial Group Experience January 1998 - July 2001
Job Mortgage Loan Originator at Land Home Financial Services, Inc.
Industry Financial Services
Experience
Land Home Financial Services, Inc. September 2015 - Present
Send Out Cards February 2006 - Present
City First Mortgage Services, LLC April 2015 - September 2015
Suburban Mortgage, BK 10123 January 2014 - March 2015
Bank of America May 2012 - September 2013
Bank of America April 2010 - April 2012
Western Residential Mortgage October 2006 - December 2007
AmeriCapital, LLC February 2005 - October 2006
Carnegie First July 2001 - February 2005
Spectrum Financial Group January 1998 - July 2001
Skills
Mortgage Lending, FHA, Government Loans, Loans, Mortgage Banking, Short Sales, Direct Sales
Education
University of Northern Iowa 1988 — 1992
B.A, Finance, Music
Southeast Polk High School 1984 — 1988
AZ School of Real Estate
Land Home Financial Services, Inc. September 2015 - Present
Send Out Cards February 2006 - Present
City First Mortgage Services, LLC April 2015 - September 2015
Suburban Mortgage, BK 10123 January 2014 - March 2015
Bank of America May 2012 - September 2013
Bank of America April 2010 - April 2012
Western Residential Mortgage October 2006 - December 2007
AmeriCapital, LLC February 2005 - October 2006
Carnegie First July 2001 - February 2005
Spectrum Financial Group January 1998 - July 2001
Skills
Mortgage Lending, FHA, Government Loans, Loans, Mortgage Banking, Short Sales, Direct Sales
Education
University of Northern Iowa 1988 — 1992
B.A, Finance, Music
Southeast Polk High School 1984 — 1988
AZ School of Real Estate
Tim Seaberg Tim Seaberg's Spectrum Financial Group Experience June 2009 - December 2009
Job Vice President Refining and Chemicals at William W. Rutherford & Associates
Industry Oil & Energy
Experience
William W. Rutherford & Associates May 2013 - Present
Intelemedia Communications November 2009 - May 2013
Spectrum Financial Group June 2009 - December 2009
Financial Marketing Services January 2006 - May 2009
The Oak Group L.P/The Heritage Organization L.L.C. April 1997 - 2006
Reardon Seaberg Billiard Manufacturing Company July 1993 - April 1997
Skills
Sales, New Business Development, Telecommunications, Call Center, Financial Services, Direct Marketing, Management, Call Centers, Outsourcing, Leadership, Sales Management, Account Management, Product Management, Selling, Business Development, Strategic Partnerships, Strategy, Customer Experience, Strategic Planning, Marketing, Executive Management, Direct Sales, Business Strategy, CRM, Start-ups, Customer Retention, B2B, Business Intelligence, Team Building, Networking, Lead Generation
Education
University of North Texas 1991 — 1992
MBA, Marketing
Iowa State University 1987 — 1991
BBA, Marketing Research
William W. Rutherford & Associates May 2013 - Present
Intelemedia Communications November 2009 - May 2013
Spectrum Financial Group June 2009 - December 2009
Financial Marketing Services January 2006 - May 2009
The Oak Group L.P/The Heritage Organization L.L.C. April 1997 - 2006
Reardon Seaberg Billiard Manufacturing Company July 1993 - April 1997
Skills
Sales, New Business Development, Telecommunications, Call Center, Financial Services, Direct Marketing, Management, Call Centers, Outsourcing, Leadership, Sales Management, Account Management, Product Management, Selling, Business Development, Strategic Partnerships, Strategy, Customer Experience, Strategic Planning, Marketing, Executive Management, Direct Sales, Business Strategy, CRM, Start-ups, Customer Retention, B2B, Business Intelligence, Team Building, Networking, Lead Generation
Education
University of North Texas 1991 — 1992
MBA, Marketing
Iowa State University 1987 — 1991
BBA, Marketing Research
Ben Wertz Ben Wertz's Spectrum Financial Group Experience February 2012 - September 2012
Job Commercial Market Claims Specialist at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2012 - Present
Spectrum Financial Group February 2012 - September 2012
Chick-fil-A January 2007 - January 2010
Skills
Customer Service, Finance, Financial Analysis, Insurance, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Analysis, Process Improvement, Risk Management, Property, Claims Management, Commercial Insurance
Education
Texas Christian University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Tarrant County College 2007 — 2009
Associate of Arts (A.A.), Cornerstone Honors Program
Liberty Mutual Insurance September 2012 - Present
Spectrum Financial Group February 2012 - September 2012
Chick-fil-A January 2007 - January 2010
Skills
Customer Service, Finance, Financial Analysis, Insurance, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Analysis, Process Improvement, Risk Management, Property, Claims Management, Commercial Insurance
Education
Texas Christian University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Tarrant County College 2007 — 2009
Associate of Arts (A.A.), Cornerstone Honors Program
James K Cappelleri James K Cappelleri's Spectrum Financial Group Experience 1995 - 1998
Job Vice President of Finance at ServiceMaster and Superior Construction
Industry Construction
Experience
ServiceMaster by Hedden/Superior Construction Services August 2013 - Present
Superior Construction Services August 2013 - Present
Cedar Valley Exteriors, Inc. May 2002 - March 2013
Cedar Valley Exteriors, Inc. May 2004 - January 2013
Cedar Valley Exteriors, LP April 2008 - June 2009
Simply Benefits, LLC 2000 - 2002
Financial Network Investment Corporation, Member SIPC April 1998 - May 2000
Spectrum Financial Group 1995 - 1998
Skills
Computers, Information Technology, Auditing, Accounting, Change Management, Operations Management, Leadership, Contract Management, Contractors, Customer Service, Management, Construction, Forecasting, Insurance, Construction Management, Strategic Planning, Contract Negotiation, Team Building, Budgets, Business process mapping, Organizational Charts, New Business Development, Risk Management, Business Development, Business Process Mapping, Process Improvement, Account Management
Education
University of Denver 1991 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Totino Grace High School 1987 — 1990
High School
ServiceMaster by Hedden/Superior Construction Services August 2013 - Present
Superior Construction Services August 2013 - Present
Cedar Valley Exteriors, Inc. May 2002 - March 2013
Cedar Valley Exteriors, Inc. May 2004 - January 2013
Cedar Valley Exteriors, LP April 2008 - June 2009
Simply Benefits, LLC 2000 - 2002
Financial Network Investment Corporation, Member SIPC April 1998 - May 2000
Spectrum Financial Group 1995 - 1998
Skills
Computers, Information Technology, Auditing, Accounting, Change Management, Operations Management, Leadership, Contract Management, Contractors, Customer Service, Management, Construction, Forecasting, Insurance, Construction Management, Strategic Planning, Contract Negotiation, Team Building, Budgets, Business process mapping, Organizational Charts, New Business Development, Risk Management, Business Development, Business Process Mapping, Process Improvement, Account Management
Education
University of Denver 1991 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Totino Grace High School 1987 — 1990
High School
Rondey Callahan Rondey Callahan's Spectrum Financial Group Experience July 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Spectrum Financial Group July 2014 - Present
JPMorgan Chase January 2007 - August 2014
Education
The University of Texas at Austin
Spectrum Financial Group July 2014 - Present
JPMorgan Chase January 2007 - August 2014
Education
The University of Texas at Austin
Jim Groce CFP®, NSSA, CRPC Jim Groce CFP®, NSSA, CRPC's Spectrum Financial Group Experience December 2008 - January 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Texas Financial Resources - Jim Groce Financial Strategies LLC January 2013 - Present
Spectrum Financial Group December 2008 - January 2013
Hanson McClain Advisors March 2006 - December 2008
Ameriprise Financial Services, Inc. March 1998 - March 2006
Skills
Retirement Planning, Financial Planning, Financial Advisory, Wealth Management
Education
University of New Orleans 1977 — 1980
Michelle Hamilton, CNE Michelle Hamilton, CNE's Spectrum Financial Group Experience September 1999 - August 2007
Job Realtor at Property Management Real Estate Services
Industry Real Estate
Experience
Property Management Real Estate Services 2010 - Present
AMG Mortgage Group September 2007 - August 2010
Spectrum Financial Group September 1999 - August 2007
Radian Guaranty Inc September 1998 - September 1999
Peoples Mortgage Company December 1997 - September 1999
Waterfield Financial January 1990 - August 1997
Skills
Mortgage Industry, Short Sales, First Time Home Buyers, Real Estate, Sellers, Mortgage Lending, FHA, Loans, Credit, USDA, Underwriting, Real Estate Transactions, Investment Properties, VA loans, Loan Origination, Certified Mortgage..., Mortgage Banking, Refinance, Buyer Representation, REO, Investors, Single Family Homes, Real Property, Residential Homes, New Home Sales, New Homes, FHA financing, SFR, Seller Representation, Townhomes, Real Estate Economics, Buyers, Property, Property Management, HUD, Referrals, Title Insurance, Real Estate Financing, Condos, Vacation Homes, Reverse Mortgages, Escrow, Move Up Buyers, Closings, Residential Mortgages, Listings, Relocation, Rentals, Loss Mitigation, ABR
Education
Moon Valley High School 1983 — 1987
Glendale Community College
Property Management Real Estate Services 2010 - Present
AMG Mortgage Group September 2007 - August 2010
Spectrum Financial Group September 1999 - August 2007
Radian Guaranty Inc September 1998 - September 1999
Peoples Mortgage Company December 1997 - September 1999
Waterfield Financial January 1990 - August 1997
Skills
Mortgage Industry, Short Sales, First Time Home Buyers, Real Estate, Sellers, Mortgage Lending, FHA, Loans, Credit, USDA, Underwriting, Real Estate Transactions, Investment Properties, VA loans, Loan Origination, Certified Mortgage..., Mortgage Banking, Refinance, Buyer Representation, REO, Investors, Single Family Homes, Real Property, Residential Homes, New Home Sales, New Homes, FHA financing, SFR, Seller Representation, Townhomes, Real Estate Economics, Buyers, Property, Property Management, HUD, Referrals, Title Insurance, Real Estate Financing, Condos, Vacation Homes, Reverse Mortgages, Escrow, Move Up Buyers, Closings, Residential Mortgages, Listings, Relocation, Rentals, Loss Mitigation, ABR
Education
Moon Valley High School 1983 — 1987
Glendale Community College
Robert Penny Robert Penny's Spectrum Financial Group Experience June 2014 - October 2014
Job Support Analyst at Allegro Development Corporation
Industry Oil & Energy
Experience
Allegro Development Corporation December 2014 - Present
Spectrum Financial Group June 2014 - October 2014
Pi Beta Phi Sorority November 2011 - May 2014
Hunt Oil Company June 2013 - August 2013
Camp Balcones Springs May 2012 - July 2012
Aster Global Service July 2011 - August 2011
Ozona Restaurant April 2009 - August 2010
Skills
Works well in a..., Process and procedure..., Bloomberg Terminal, Financial Analysis, Finance, Bloomberg, Equities, Portfolio Management, Leadership, Financial Modeling, Microsoft Excel, Access, Investments, Human Resources
Education
University of Arkansas 2010 — 2014
Bachelor's Degree, Major: Finance, concentration in Financial Management and Investment Minor:Accounting
Lake Highlands
Allegro Development Corporation December 2014 - Present
Spectrum Financial Group June 2014 - October 2014
Pi Beta Phi Sorority November 2011 - May 2014
Hunt Oil Company June 2013 - August 2013
Camp Balcones Springs May 2012 - July 2012
Aster Global Service July 2011 - August 2011
Ozona Restaurant April 2009 - August 2010
Skills
Works well in a..., Process and procedure..., Bloomberg Terminal, Financial Analysis, Finance, Bloomberg, Equities, Portfolio Management, Leadership, Financial Modeling, Microsoft Excel, Access, Investments, Human Resources
Education
University of Arkansas 2010 — 2014
Bachelor's Degree, Major: Finance, concentration in Financial Management and Investment Minor:Accounting
Lake Highlands
Hassan Allahrakha's Spectrum Financial Group Experience March 2014 - March 2014
Job Student at The University of Texas at Dallas
Industry
Experience
UT Southwestern Medical Center 2015 - Present
University of Texas at Dallas August 2014 - Present
University of Texas at Dallas August 2014 - December 2014
Spectrum Financial Group March 2014 - March 2014
Arrow Electronics 2013 - 2013
Allen Anesthesia 2010 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
The University of Texas at Dallas 2011 — 2015
Allen High School 2007 — 2011
UT Southwestern Medical Center 2015 - Present
University of Texas at Dallas August 2014 - Present
University of Texas at Dallas August 2014 - December 2014
Spectrum Financial Group March 2014 - March 2014
Arrow Electronics 2013 - 2013
Allen Anesthesia 2010 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel
Education
The University of Texas at Dallas 2011 — 2015
Allen High School 2007 — 2011
Heath Fischer Heath Fischer's Spectrum Financial Group Experience July 2014 - March 2015
Job Relationship Manager at Sonim Technologies
Industry Telecommunications
Experience
Sonim Technologies March 2015 - Present
Sonim Technologies March 2015 - Present
Frisco Chamber of Commerce December 2013 - Present
Spectrum Financial Group July 2014 - March 2015
Farmers Insurance May 2013 - July 2014
Legislative Solutions November 2012 - April 2013
Rep. Tim Kleinschmidt, Texas House of Representatives May 2012 - November 2012
Skills
Leadership, Policy, Press Releases, Editing, Politics, Public Speaking, Government, Public Policy, Foreign Affairs, Strategic Communications, Political Campaigns, Foreign Policy, Political Science, Social Media, Policy Analysis, Grassroots Organizing, Speech Writing, State Government, Legislative Research, Public Administration, Customer Service, Economics, Constituent Services, Middle East, Macroeconomics, Electoral Politics, Domestic Politics, Sales Force Alignment
Education
Baylor University 2009 — 2012
Bachelor of Arts, Political Science
Sonim Technologies March 2015 - Present
Sonim Technologies March 2015 - Present
Frisco Chamber of Commerce December 2013 - Present
Spectrum Financial Group July 2014 - March 2015
Farmers Insurance May 2013 - July 2014
Legislative Solutions November 2012 - April 2013
Rep. Tim Kleinschmidt, Texas House of Representatives May 2012 - November 2012
Skills
Leadership, Policy, Press Releases, Editing, Politics, Public Speaking, Government, Public Policy, Foreign Affairs, Strategic Communications, Political Campaigns, Foreign Policy, Political Science, Social Media, Policy Analysis, Grassroots Organizing, Speech Writing, State Government, Legislative Research, Public Administration, Customer Service, Economics, Constituent Services, Middle East, Macroeconomics, Electoral Politics, Domestic Politics, Sales Force Alignment
Education
Baylor University 2009 — 2012
Bachelor of Arts, Political Science
Everett Tremblay's Spectrum Financial Group Experience May 2012 - November 2012
Job Market Data Analyst at Center for Research in Security Prices
Industry Research
Experience
Center for Research in Security Prices December 2012 - Present
Spectrum Financial Group May 2012 - November 2012
Skills
SQL, Data Analysis, Microsoft Excel, Finance, Economics, Financial Analysis, Risk Management, Writing, Matlab, Python, Tableau
Education
University of Chicago 2013 — 2013
Graduate Student at Large
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Center for Research in Security Prices December 2012 - Present
Spectrum Financial Group May 2012 - November 2012
Skills
SQL, Data Analysis, Microsoft Excel, Finance, Economics, Financial Analysis, Risk Management, Writing, Matlab, Python, Tableau
Education
University of Chicago 2013 — 2013
Graduate Student at Large
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Geoffrey DeWitt's Spectrum Financial Group Experience May 2013 - August 2013
Job Financial Analyst at OHL
Industry Logistics and Supply Chain
Experience
OHL June 2014 - Present
Ball State University June 2012 - May 2014
Ball State University August 2013 - December 2013
Spectrum Financial Group May 2013 - August 2013
US Army August 2006 - April 2011
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Financial Analysis, Financial Modeling, Management, Teamwork, Hyperion Financial..., Financial Forecasting, Leadership, Financial Reporting, Data Analysis, Variance Analysis, Financial Planning
Education
Ball State University - College of Business 2011 — 2014
Bachelor of Science (B.Sc.), Finance, Economics, 3.9/4.0
OHL June 2014 - Present
Ball State University June 2012 - May 2014
Ball State University August 2013 - December 2013
Spectrum Financial Group May 2013 - August 2013
US Army August 2006 - April 2011
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Financial Analysis, Financial Modeling, Management, Teamwork, Hyperion Financial..., Financial Forecasting, Leadership, Financial Reporting, Data Analysis, Variance Analysis, Financial Planning
Education
Ball State University - College of Business 2011 — 2014
Bachelor of Science (B.Sc.), Finance, Economics, 3.9/4.0
Lauren Hoyle Lauren Hoyle's Spectrum Financial Group Experience May 2013 - July 2013
Job Research Associate at Axiometrics
Industry Research
Experience
Axiometrics July 2015 - Present
Hewlett-Packard November 2014 - July 2015
Hewlett-Packard May 2014 - July 2015
Spectrum Financial Group May 2013 - July 2013
Skills
Economics, Communication, Corporate Communications, Microsoft Excel, Microsoft Office, Microsoft Word, Collaborative Problem..., Interpersonal..., Oral & Written..., Project Management, Project Planning, Data Analysis, Organizational..., Teamwork, PowerPoint, Social Networking, Event Planning, Sales, Salesforce.com
Education
Texas Tech University 2009 — 2014
Bachelor of Arts (BA), Economics
Texas Tech University 2009 — 2014
Bachelor's degree, Communication and Media Studies
Axiometrics July 2015 - Present
Hewlett-Packard November 2014 - July 2015
Hewlett-Packard May 2014 - July 2015
Spectrum Financial Group May 2013 - July 2013
Skills
Economics, Communication, Corporate Communications, Microsoft Excel, Microsoft Office, Microsoft Word, Collaborative Problem..., Interpersonal..., Oral & Written..., Project Management, Project Planning, Data Analysis, Organizational..., Teamwork, PowerPoint, Social Networking, Event Planning, Sales, Salesforce.com
Education
Texas Tech University 2009 — 2014
Bachelor of Arts (BA), Economics
Texas Tech University 2009 — 2014
Bachelor's degree, Communication and Media Studies
Jacques DeLira Jacques DeLira's Spectrum Financial Group Experience September 2014 - Present
Job Professional Financial Advisor
Industry Financial Services
Experience
Spectrum Financial Group September 2014 - Present
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Insurance, Homeowners, Casualty, Term Life Insurance, Life Insurance, Health Insurance, Liability, Legal Liability, Disability Insurance, Renters, Commercial Lines, Professional Liability, Underwriting, Workers Compensation, Fixed Annuities, Inland Marine, Whole Life, Flood Insurance, Casualty Insurance, Licensed Property, Marine Insurance, RV
Education
Midwestern State University 1984 — 1987
Business, Management, Marketing, and Related Support Services
Jesuit, Dallas, TX 1979 — 1983
Spectrum Financial Group September 2014 - Present
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, General Insurance, Insurance, Homeowners, Casualty, Term Life Insurance, Life Insurance, Health Insurance, Liability, Legal Liability, Disability Insurance, Renters, Commercial Lines, Professional Liability, Underwriting, Workers Compensation, Fixed Annuities, Inland Marine, Whole Life, Flood Insurance, Casualty Insurance, Licensed Property, Marine Insurance, RV
Education
Midwestern State University 1984 — 1987
Business, Management, Marketing, and Related Support Services
Jesuit, Dallas, TX 1979 — 1983
Ashley Proctor Ashley Proctor's Spectrum Financial Group Experience August 2008 - August 2009
Job KidCare at Preston Trail Community Church
Industry Higher Education
Experience
Preston Trail Community Church February 2015 - Present
Grub's Bar and Grille August 2009 - June 2012
Spectrum Financial Group August 2008 - August 2009
Skills
Commitment to Quality, Phone Etiquette, Computer/Technical..., Learning Quickly, Customer Service, Friendly Personality, Editing, English grammar, English Literature, British Literature, American Literature, Literary Criticism, English Grammar
Education
University of Arkansas at Fayetteville 2009 — 2014
Bachelor's degree, English Language and Literature, General
Preston Trail Community Church February 2015 - Present
Grub's Bar and Grille August 2009 - June 2012
Spectrum Financial Group August 2008 - August 2009
Skills
Commitment to Quality, Phone Etiquette, Computer/Technical..., Learning Quickly, Customer Service, Friendly Personality, Editing, English grammar, English Literature, British Literature, American Literature, Literary Criticism, English Grammar
Education
University of Arkansas at Fayetteville 2009 — 2014
Bachelor's degree, English Language and Literature, General
Peter Lee Peter Lee's Spectrum Financial Group Experience May 2014 - September 2014
Job Hello
Industry Financial Services
Experience
Spectrum Financial Group May 2014 - September 2014
UPS March 2009 - July 2014
Family Donut January 2008 - July 2013
Skills
Warehousing, Shipping, Microsoft Excel, Good with money, Microsoft Word, PowerPoint, I have a good long term..., Communication Skills, Strategic Financial..., Licensed Life & Health..., Disability Insurance, Personal Financial..., Retirement Planning, Finance
Education
University of Texas at Dallas 2011 — 2014
Bachelor of Applied Science (BASc), Accounting and Finance
Richland Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Spectrum Financial Group May 2014 - September 2014
UPS March 2009 - July 2014
Family Donut January 2008 - July 2013
Skills
Warehousing, Shipping, Microsoft Excel, Good with money, Microsoft Word, PowerPoint, I have a good long term..., Communication Skills, Strategic Financial..., Licensed Life & Health..., Disability Insurance, Personal Financial..., Retirement Planning, Finance
Education
University of Texas at Dallas 2011 — 2014
Bachelor of Applied Science (BASc), Accounting and Finance
Richland Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
Peter Bartolini's Spectrum Financial Group Experience November 2001 - October 2004
Job Certified Mortgage Planning Specialist™ NMLS# 166269
Industry Financial Services
Experience
Firm Foundation Youth Home December 2011 - Present
PrimeLending January 2010 - Present
Family Matters, Inc. January 2008 - Present
Valley Bank October 2004 - December 2009
Family Matters, Inc. April 2006 - December 2007
Spectrum Financial Group November 2001 - October 2004
J.D. Byrider/CNAC Finance June 1995 - November 2001
Skills
Mortgage Lending, Public Speaking, Loans, Loan Origination, Investment Properties, First Time Home Buyers, Real Estate, FHA, Residential Homes, Credit, Refinance, Property, Investments, Certified Mortgage..., Real Estate Transactions, Leadership, VA loans, Finance, Strategic Planning, USDA, Sellers, Mortgage Banking, Sales, Short Sales, Residential Mortgages, Selling, Home, Investors, Underwriting, Marketing, Foreclosures, Referrals, Management, Small Business, REO, Mortgage, Real Estate Economics, FHA financing, Condos, New Home Sales, Relocation, Purchase, VA Loans
Education
Eastern University 1989 — 1992
BA, English
Radnor High School 1986 — 1988
St. Joseph's Preparatory 1984 — 1986
Firm Foundation Youth Home December 2011 - Present
PrimeLending January 2010 - Present
Family Matters, Inc. January 2008 - Present
Valley Bank October 2004 - December 2009
Family Matters, Inc. April 2006 - December 2007
Spectrum Financial Group November 2001 - October 2004
J.D. Byrider/CNAC Finance June 1995 - November 2001
Skills
Mortgage Lending, Public Speaking, Loans, Loan Origination, Investment Properties, First Time Home Buyers, Real Estate, FHA, Residential Homes, Credit, Refinance, Property, Investments, Certified Mortgage..., Real Estate Transactions, Leadership, VA loans, Finance, Strategic Planning, USDA, Sellers, Mortgage Banking, Sales, Short Sales, Residential Mortgages, Selling, Home, Investors, Underwriting, Marketing, Foreclosures, Referrals, Management, Small Business, REO, Mortgage, Real Estate Economics, FHA financing, Condos, New Home Sales, Relocation, Purchase, VA Loans
Education
Eastern University 1989 — 1992
BA, English
Radnor High School 1986 — 1988
St. Joseph's Preparatory 1984 — 1986
Vickie Roth Vickie Roth's Spectrum Financial Group Experience October 2004 - February 2006
Job Chief of Staff at Pactolus Private Wealth Management
Industry Human Resources
Experience
Pactolus Private Wealth Management January 2014 - Present
Pactolus Private Wealth Management June 2011 - Present
Marriott International August 2010 - May 2011
The Carlyle Group September 2009 - May 2010
The Carlyle Group February 2006 - December 2008
Spectrum Financial Group October 2004 - February 2006
Acsys November 2002 - October 2004
Education
Towson University 1992 — 1996
BS, Mass Communications
Pactolus Private Wealth Management January 2014 - Present
Pactolus Private Wealth Management June 2011 - Present
Marriott International August 2010 - May 2011
The Carlyle Group September 2009 - May 2010
The Carlyle Group February 2006 - December 2008
Spectrum Financial Group October 2004 - February 2006
Acsys November 2002 - October 2004
Education
Towson University 1992 — 1996
BS, Mass Communications
Lorie Doty's Spectrum Financial Group Experience May 1992 - February 1995
Job Realtor license in escrow at 123 Mich Holding LLC
Industry Real Estate
Experience
123 Mich Holding LLC November 2014 - Present
Ayre Rhinehart Realtors January 2012 - November 2014
Conseco April 2004 - August 2006
JF Molloy & Associates July 2001 - April 2004
Meridian Mutual Insurance April 1999 - July 2001
GRE Insurance Group February 1995 - April 1999
Spectrum Financial Group May 1992 - February 1995
Skills
Insurance, Customer Service, Microsoft Office, Coaching, Research, Benefits Administration, Sales, Recruiting, Call Center, Quality Control, Proposal Writing, Programming, Health Insurance, Call Centers, Claim, Employee Benefits, Underwriting, Real Estate, Team Building
Education
Indiana University-Purdue University at Indianapolis 1988 — 2012
General Studies, English Language and Literature, General
123 Mich Holding LLC November 2014 - Present
Ayre Rhinehart Realtors January 2012 - November 2014
Conseco April 2004 - August 2006
JF Molloy & Associates July 2001 - April 2004
Meridian Mutual Insurance April 1999 - July 2001
GRE Insurance Group February 1995 - April 1999
Spectrum Financial Group May 1992 - February 1995
Skills
Insurance, Customer Service, Microsoft Office, Coaching, Research, Benefits Administration, Sales, Recruiting, Call Center, Quality Control, Proposal Writing, Programming, Health Insurance, Call Centers, Claim, Employee Benefits, Underwriting, Real Estate, Team Building
Education
Indiana University-Purdue University at Indianapolis 1988 — 2012
General Studies, English Language and Literature, General
Paul Wakefield Paul Wakefield's Spectrum Financial Group Experience March 1997 - September 2007
Job Senior Loan Officer at V.I.P Mortgage Inc.
Industry Financial Services
Experience
V.I.P. Mortgage Inc. October 2009 - Present
Security Mortgage Corp. September 2007 - September 2009
Spectrum Financial Group March 1997 - September 2007
Waterfield Financial October 1992 - March 1997
Anchor Mortgage Co. October 1989 - October 1992
Mellon Mortgage Co. February 1989 - October 1989
U.S Air Force December 1980 - December 1984
Skills
Mortgage Banking, Real Estate Transactions, FHA, Residential Homes, Mortgage Lending, First Time Home Buyers, Contract Negotiation, Sales, VA loans, Loans, Banking, Finance, Sellers, Investment Properties, Attorneys, Credit, Loan Origination, FHA financing, Real Estate, USDA
Education
Arizona State University 1985 — 1987
Business/ Finance
Northern Arizona University 1984 — 1985
Business/ Finance
V.I.P. Mortgage Inc. October 2009 - Present
Security Mortgage Corp. September 2007 - September 2009
Spectrum Financial Group March 1997 - September 2007
Waterfield Financial October 1992 - March 1997
Anchor Mortgage Co. October 1989 - October 1992
Mellon Mortgage Co. February 1989 - October 1989
U.S Air Force December 1980 - December 1984
Skills
Mortgage Banking, Real Estate Transactions, FHA, Residential Homes, Mortgage Lending, First Time Home Buyers, Contract Negotiation, Sales, VA loans, Loans, Banking, Finance, Sellers, Investment Properties, Attorneys, Credit, Loan Origination, FHA financing, Real Estate, USDA
Education
Arizona State University 1985 — 1987
Business/ Finance
Northern Arizona University 1984 — 1985
Business/ Finance
Jeff Paine's Spectrum Financial Group Experience December 1998 - Present
Job Financial Advisor at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group December 1998 - Present
National Football League 1984 - 1988
Skills
Strategic Financial..., Wealth Management, Estate Analysis, Investment Strategies, Business Planning, Finance, Retirement Planning, Team Building
Education
Dallas Theological Seminary
Masters, Biblical Studies
Texas A&M University 1980 — 1984
BA, Industrial Engineering
Spectrum Financial Group December 1998 - Present
National Football League 1984 - 1988
Skills
Strategic Financial..., Wealth Management, Estate Analysis, Investment Strategies, Business Planning, Finance, Retirement Planning, Team Building
Education
Dallas Theological Seminary
Masters, Biblical Studies
Texas A&M University 1980 — 1984
BA, Industrial Engineering
Anthony Colbert's Spectrum Financial Group Experience May 2000 - Present
Job
Industry
Experience
Kingston Realty Group January 2012 - Present
Spectrum Financial Group May 2000 - Present
Skills
Fundraising, Nonprofits, Marketing, Negotiation, Social Networking, Program Development, Grant Writing, Accounting, Microsoft Office, Microsoft Excel, Event Planning
Education
Texas Southern University
Kingston Realty Group January 2012 - Present
Spectrum Financial Group May 2000 - Present
Skills
Fundraising, Nonprofits, Marketing, Negotiation, Social Networking, Program Development, Grant Writing, Accounting, Microsoft Office, Microsoft Excel, Event Planning
Education
Texas Southern University
Claude Dollins Claude Dollins's Spectrum Financial Group Experience January 2011 - Present
Job Executive Coach at Spectrum Financial Group
Industry Professional Training & Coaching
Experience
Spectrum Financial Group January 2011 - Present
Skills
Curriculum Development, Communication, Executive Coaching, Performance Improvement, Accountability, Leadership Development, Professional Development, Team Building, Public Speaking, Research, Financial Services, Sales
Education
Hardin-Simmons University
Bachelor of Science (BS), Communication
Texas Tech University
Master of Science (MS), Psychology/Communication
Spectrum Financial Group January 2011 - Present
Skills
Curriculum Development, Communication, Executive Coaching, Performance Improvement, Accountability, Leadership Development, Professional Development, Team Building, Public Speaking, Research, Financial Services, Sales
Education
Hardin-Simmons University
Bachelor of Science (BS), Communication
Texas Tech University
Master of Science (MS), Psychology/Communication
Ginger Morton Ginger Morton's Spectrum Financial Group Experience 2000 - 2002
Job President at Auxiliary to the American Veterinary Medical Association
Industry Veterinary
Experience
Morton Small Animal Clinic Recruit, train, and direct support staff of 14. Orchestrate all facets of small animal clinic with two staff veterinarians. Prepare/administer budget; manage financials, billing, procurement, inventory control, business development, and marketing. Spearhead marketing campagns through newspaper advertising and weekly Internet newsletters. Coordinate weekly business meetings for staff, focusing on quality patient care.PresidentHenderson County A&M Mothers' ClubMay 2011 - Present
Auxiliary to the American Veterinary Medical Association February 2011 - Present
Spectrum Financial Group 2000 - 2002
Larue Insurance Company 1986 - 1994
Jan's Hallmark Shoppe 1982 - 1985
Skills
Non-profit Organization..., Special Event Planning,..., Team Development,..., Business Development,..., Revenue & Profitability..., Financial & Budget..., Key Membership..., Relationship..., Community Involvement &..., Dynamic Presentations &...
Education
Illinois State University 1994 — 1994
Certification, Commercial Insurance
Tyler Junior College 1991 — 1993
Continuing Education
Morton Small Animal Clinic Recruit, train, and direct support staff of 14. Orchestrate all facets of small animal clinic with two staff veterinarians. Prepare/administer budget; manage financials, billing, procurement, inventory control, business development, and marketing. Spearhead marketing campagns through newspaper advertising and weekly Internet newsletters. Coordinate weekly business meetings for staff, focusing on quality patient care.PresidentHenderson County A&M Mothers' ClubMay 2011 - Present
Auxiliary to the American Veterinary Medical Association February 2011 - Present
Spectrum Financial Group 2000 - 2002
Larue Insurance Company 1986 - 1994
Jan's Hallmark Shoppe 1982 - 1985
Skills
Non-profit Organization..., Special Event Planning,..., Team Development,..., Business Development,..., Revenue & Profitability..., Financial & Budget..., Key Membership..., Relationship..., Community Involvement &..., Dynamic Presentations &...
Education
Illinois State University 1994 — 1994
Certification, Commercial Insurance
Tyler Junior College 1991 — 1993
Continuing Education
Howard Shapiro - Sr. Mortgage Consultant Howard Shapiro - Sr. Mortgage Consultant's Spectrum Financial Group Experience February 1997 - September 2002
Job NMLS License 236133 * FIRST CHOICE LOAN SERVICES, NMLS: 210764, the Mortgage Subsidiary of First Choice Bank
Industry Real Estate
Experience
FIRST CHOICE LOAN SERVICES INC. January 2014 - April 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Homeowners Financial Group October 2004 - June 2011
State Mortgage September 2002 - October 2004
Spectrum Financial Group February 1997 - September 2002
CTX Mortgage Company June 1993 - January 1997
Skills
Loans, Real Estate Transactions, Finance, Mortgage Marketing, FHA, Mortgage Banking, Refinance, Residential Mortgages, Loan Origination, VA loans, USDA, Investment Properties, First Time Home Buyers, Real Estate, Sales, Mortgage Lending, FHA financing
Education
University of Maryland Baltimore County 1978 — 1982
Business Administration
University of Maryland Baltimore County
FIRST CHOICE LOAN SERVICES INC. January 2014 - April 2015
Wells Fargo Home Mortgage January 2011 - January 2014
Homeowners Financial Group October 2004 - June 2011
State Mortgage September 2002 - October 2004
Spectrum Financial Group February 1997 - September 2002
CTX Mortgage Company June 1993 - January 1997
Skills
Loans, Real Estate Transactions, Finance, Mortgage Marketing, FHA, Mortgage Banking, Refinance, Residential Mortgages, Loan Origination, VA loans, USDA, Investment Properties, First Time Home Buyers, Real Estate, Sales, Mortgage Lending, FHA financing
Education
University of Maryland Baltimore County 1978 — 1982
Business Administration
University of Maryland Baltimore County
Michael LoCascio Michael LoCascio's Spectrum Financial Group Experience February 2003 - April 2004
Job Team Manager at TBI Mortgage
Industry Real Estate
Experience
TBI Mortgage May 2015 - Present
RMC Mortgage January 2013 - May 2015
LoCascio Italian Restaurant September 2008 - March 2013
American National Insurance Company June 2011 - April 2012
Homeowners Financial Group September 2010 - March 2011
Pillar Mortgage Group, LLC June 2005 - August 2008
Security Mortgage Corp April 2004 - September 2005
Spectrum Financial Group February 2003 - April 2004
Bank of America September 1995 - February 2003
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, First Time Home Buyers, FHA, Banking, Residential Homes, Sales, Investment Properties, Management, Customer Service
Education
Arizona State University 1996 — 2001
BA
Arizona State University
Bachelor, Liberal Arts & Sciences
TBI Mortgage May 2015 - Present
RMC Mortgage January 2013 - May 2015
LoCascio Italian Restaurant September 2008 - March 2013
American National Insurance Company June 2011 - April 2012
Homeowners Financial Group September 2010 - March 2011
Pillar Mortgage Group, LLC June 2005 - August 2008
Security Mortgage Corp April 2004 - September 2005
Spectrum Financial Group February 2003 - April 2004
Bank of America September 1995 - February 2003
Skills
Mortgage Lending, Loans, Residential Mortgages, Mortgage Banking, First Time Home Buyers, FHA, Banking, Residential Homes, Sales, Investment Properties, Management, Customer Service
Education
Arizona State University 1996 — 2001
BA
Arizona State University
Bachelor, Liberal Arts & Sciences
Louis Lamar Louis Lamar's Spectrum Financial Group Experience October 2010 - April 2012
Job Healthcare Consultant at Teleperformance USA/Advocate Helath
Industry Insurance
Experience
Teleperformance, USA/Advocate Health August 2013 - Present
Physicians Mutual April 2012 - August 2013
Spectrum Financial Group October 2010 - April 2012
American Automobile Association January 2007 - August 2010
Bankers Life & Casualty Company January 2006 - September 2006
Vandergriff Honda March 2005 - November 2005
Macedonia Baptist Church January 1994 - January 2003
Bay District Schools January 1996 - January 1997
Mt. Sinai Baptist Church January 1990 - November 1993
Spic n' Span Construction January 1986 - January 1989
Skills
Insurance, Fixed Annuities, Retirement Planning, Investments, Leadership, Employee Benefits, Term Life Insurance, Dental Insurance, Marketing, Small Business, Sales, Risk Management, Wealth Accumulation, IRAs, Business Planning, Pensions, Investment Strategies, Wealth Management, Tax, Funding, Long Term Care, Annuities, Group Benefits, IRA's, Cancer Insurance, Plan Design, Medicare Supplements, Income Protection
Education
Southwestern Baptist Theological Seminary 1986 — 1989
M-Div, Theology
University of North Texas 1973 — 1975
BBA, Business Administration and Management, General
Dallas County Community College 1972 — 1975
Associates of Applied Science, Business & Computer Science
Booker T. Washington 1956 — 1961
Diploma, Math & English
Teleperformance, USA/Advocate Health August 2013 - Present
Physicians Mutual April 2012 - August 2013
Spectrum Financial Group October 2010 - April 2012
American Automobile Association January 2007 - August 2010
Bankers Life & Casualty Company January 2006 - September 2006
Vandergriff Honda March 2005 - November 2005
Macedonia Baptist Church January 1994 - January 2003
Bay District Schools January 1996 - January 1997
Mt. Sinai Baptist Church January 1990 - November 1993
Spic n' Span Construction January 1986 - January 1989
Skills
Insurance, Fixed Annuities, Retirement Planning, Investments, Leadership, Employee Benefits, Term Life Insurance, Dental Insurance, Marketing, Small Business, Sales, Risk Management, Wealth Accumulation, IRAs, Business Planning, Pensions, Investment Strategies, Wealth Management, Tax, Funding, Long Term Care, Annuities, Group Benefits, IRA's, Cancer Insurance, Plan Design, Medicare Supplements, Income Protection
Education
Southwestern Baptist Theological Seminary 1986 — 1989
M-Div, Theology
University of North Texas 1973 — 1975
BBA, Business Administration and Management, General
Dallas County Community College 1972 — 1975
Associates of Applied Science, Business & Computer Science
Booker T. Washington 1956 — 1961
Diploma, Math & English
Justin Webb Justin Webb's Spectrum Financial Group Experience November 2006 - November 2007
Job Asset Manager with Real Estate Specialties Group at Bank of the Ozarks
Industry Real Estate
Experience
Bank of the Ozarks November 2012 - Present
BBVA Compass January 2012 - November 2012
BBVA Compass May 2011 - January 2012
BBVA Compass October 2009 - May 2011
Azalea June 2009 - September 2009
Banc of America Investments November 2007 - May 2009
Spectrum Financial Group November 2006 - November 2007
Citadel Financial Group October 2005 - October 2006
Webb Consulting Group, Inc. August 2004 - September 2005
Skills
Investments, Wealth Management, Banking, Loans, Real Estate, Financial Modeling, Financial Analysis, Management, Series 7, Valuation, Asset Management, Finance, Financial Services, Due Diligence, Real Estate Economics, Commercial Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Real Estate Transactions, Leases, Credit Analysis, Risk Management, Property Management, Market Analysis, Mortgage Lending, Underwriting, Mergers & Acquisitions, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Southern Methodist University 2001 — 2004
B.B.A.
Bank of the Ozarks November 2012 - Present
BBVA Compass January 2012 - November 2012
BBVA Compass May 2011 - January 2012
BBVA Compass October 2009 - May 2011
Azalea June 2009 - September 2009
Banc of America Investments November 2007 - May 2009
Spectrum Financial Group November 2006 - November 2007
Citadel Financial Group October 2005 - October 2006
Webb Consulting Group, Inc. August 2004 - September 2005
Skills
Investments, Wealth Management, Banking, Loans, Real Estate, Financial Modeling, Financial Analysis, Management, Series 7, Valuation, Asset Management, Finance, Financial Services, Due Diligence, Real Estate Economics, Commercial Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Real Estate Transactions, Leases, Credit Analysis, Risk Management, Property Management, Market Analysis, Mortgage Lending, Underwriting, Mergers & Acquisitions, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Southern Methodist University 2001 — 2004
B.B.A.
Charles M Wright Charles M Wright's Spectrum Financial Group Experience April 2012 - July 2013
Job Relationship banker
Industry Banking
Experience
New York Life Insurance Company August 2013 - October 2014
Spectrum Financial Group April 2012 - July 2013
Instrumental Genius Co. March 2010 - April 2012
Enterprise Rent-A-Car January 2008 - March 2010
Capital One 2006 - 2008
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Entrepreneurship
Martin High School 1997 — 2001
New York Life Insurance Company August 2013 - October 2014
Spectrum Financial Group April 2012 - July 2013
Instrumental Genius Co. March 2010 - April 2012
Enterprise Rent-A-Car January 2008 - March 2010
Capital One 2006 - 2008
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Entrepreneurship
Martin High School 1997 — 2001
Brett Bodie Brett Bodie's Spectrum Financial Group Experience February 2006 - May 2007
Job Head of Digital Strategy at GoViral Inc.
Industry Internet
Experience
GoViral Inc. May 2015 - Present
King Mallard Marketing & Consulting August 2014 - Present
North101Group LLC August 2011 - Present
Consultant June 2007 - August 2011
Spectrum Financial Group February 2006 - May 2007
Centex Home Equity April 2003 - January 2006
Skills
Online Marketing, Entrepreneurship, Business Ideas, PPC, Web Marketing, Idea Generation, Capital Raising, Business Development, Consulting, Online Advertising, New Business Development, Optimization, Business Process, Business Process..., Sales, Sales Management, Sales Process, Marketing, Information Technology, Advertising, Lead Generation, SEO, E-commerce, Analytics, Strategic Partnerships, Web Analytics, SEM, Start-ups, Google Analytics, Digital Marketing, Digital Strategy, Digital Media
Education
Scottsdale Community College 1997 — 1999
Associate's degree
GoViral Inc. May 2015 - Present
King Mallard Marketing & Consulting August 2014 - Present
North101Group LLC August 2011 - Present
Consultant June 2007 - August 2011
Spectrum Financial Group February 2006 - May 2007
Centex Home Equity April 2003 - January 2006
Skills
Online Marketing, Entrepreneurship, Business Ideas, PPC, Web Marketing, Idea Generation, Capital Raising, Business Development, Consulting, Online Advertising, New Business Development, Optimization, Business Process, Business Process..., Sales, Sales Management, Sales Process, Marketing, Information Technology, Advertising, Lead Generation, SEO, E-commerce, Analytics, Strategic Partnerships, Web Analytics, SEM, Start-ups, Google Analytics, Digital Marketing, Digital Strategy, Digital Media
Education
Scottsdale Community College 1997 — 1999
Associate's degree
Yao (Amy) Qin Yao (Amy) Qin's Spectrum Financial Group Experience March 2013 - March 2013
Job Actively seeking Finance/Accounting/Business Analyst Related Internship and Career Opportunity
Industry Financial Services
Experience
The University of Texas at Dallas - School of Management - Graduate Student August 2013 - Present
Coca-Cola Enterprises June 2015 - July 2015
Prudential Mortgage Capital Company October 2014 - October 2014
Thomson Reuters June 2013 - August 2013
Spectrum Financial Group March 2013 - March 2013
Skills
Accounting, Corporate Finance, Banking, Investment Management, Analysis, Research, Financial Modeling, Customer Service, Cross-functional Team..., Teamwork, Microsoft Office, Microsoft Excel, Visio, SAS Base, Chinese, Marketing, Financial Markets, Money Market
Education
The University of Texas at Dallas 2013 — 2015
Master's Degree
The University of Texas at Dallas 2011 — 2013
Bachelor's Degree
Brookhaven Community College 2009 — 2011
General Business
The University of Texas at Dallas - School of Management - Graduate Student August 2013 - Present
Coca-Cola Enterprises June 2015 - July 2015
Prudential Mortgage Capital Company October 2014 - October 2014
Thomson Reuters June 2013 - August 2013
Spectrum Financial Group March 2013 - March 2013
Skills
Accounting, Corporate Finance, Banking, Investment Management, Analysis, Research, Financial Modeling, Customer Service, Cross-functional Team..., Teamwork, Microsoft Office, Microsoft Excel, Visio, SAS Base, Chinese, Marketing, Financial Markets, Money Market
Education
The University of Texas at Dallas 2013 — 2015
Master's Degree
The University of Texas at Dallas 2011 — 2013
Bachelor's Degree
Brookhaven Community College 2009 — 2011
General Business
Amanda Hightower Amanda Hightower's Spectrum Financial Group Experience September 2009 - September 2010
Job Agency Owner at Farmers Insurance
Industry Professional Training & Coaching
Experience
Farmers Insurance March 2013 - Present
Cornerstone Senior Services October 2010 - Present
Personal Trainer June 2009 - June 2014
Kohl's Department Stores May 2011 - May 2013
Medfit January 2011 - October 2011
Spectrum Financial Group September 2009 - September 2010
Education
University of North Texas 2005 — 2009
BBA, Finance
Bridgeport High School
Farmers Insurance March 2013 - Present
Cornerstone Senior Services October 2010 - Present
Personal Trainer June 2009 - June 2014
Kohl's Department Stores May 2011 - May 2013
Medfit January 2011 - October 2011
Spectrum Financial Group September 2009 - September 2010
Education
University of North Texas 2005 — 2009
BBA, Finance
Bridgeport High School
Matt Lemmond's Spectrum Financial Group Experience May 2008 - Present
Job Financial Planner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group May 2008 - Present
Education
Ouachita Baptist University 2003 — 2007
Business Administration, Marketing and Finance
Richardson High School
Spectrum Financial Group May 2008 - Present
Education
Ouachita Baptist University 2003 — 2007
Business Administration, Marketing and Finance
Richardson High School
Landon Vaughan's Spectrum Financial Group Experience October 2009 - Present
Job
Industry Financial Services
Experience
Spectrum Financial Group October 2009 - Present
Skills
Financial Risk, Strategic Financial..., Retirement, Investments, Securities, Retirement Planning, Leadership, Financial Planning, Financial Services, Finance, Financial Analysis, Insurance, Business Development, Wealth Management
Education
Baylor University - Hankamer School of Business 2002 — 2006
Spectrum Financial Group October 2009 - Present
Skills
Financial Risk, Strategic Financial..., Retirement, Investments, Securities, Retirement Planning, Leadership, Financial Planning, Financial Services, Finance, Financial Analysis, Insurance, Business Development, Wealth Management
Education
Baylor University - Hankamer School of Business 2002 — 2006
Harry Winters Harry Winters's Spectrum Financial Group Experience March 2007 - Present
Job Insurance Agent
Industry Financial Services
Experience
Spectrum Financial Group March 2007 - Present
DreamWorks SKG January 1999 - 2007
Warner Bros., Sony Pictures, Castle Rock Entertainment April 1992 - December 1999
Education
New York University 1984 — 1986
B.F.A, Film
Spectrum Financial Group March 2007 - Present
DreamWorks SKG January 1999 - 2007
Warner Bros., Sony Pictures, Castle Rock Entertainment April 1992 - December 1999
Education
New York University 1984 — 1986
B.F.A, Film
Bob Thurman Bob Thurman's Spectrum Financial Group Experience January 2000 - Present
Job Agency Supervisory Officer; Investment Advisor Representative
Industry Financial Services
Experience
Spectrum Financial Group January 2000 - Present
MassMutual Financial Group September 1976 - December 1999
Skills
Investments, Retirement Planning
Education
Dallas Theological Seminary 1972 — 1976
Old Testament; Greek & Hebrew
The University of Texas at Austin 1968 — 1972
BA, Plan II (Liberal Arts)
Spectrum Financial Group January 2000 - Present
MassMutual Financial Group September 1976 - December 1999
Skills
Investments, Retirement Planning
Education
Dallas Theological Seminary 1972 — 1976
Old Testament; Greek & Hebrew
The University of Texas at Austin 1968 — 1972
BA, Plan II (Liberal Arts)
Kurt Pressler's Spectrum Financial Group Experience April 2005 - Present
Job Financial Advisor, Managing Associate, Long Term Care Specialist at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group April 2005 - Present
Education
Benedictine College 1991 — 1996
Spectrum Financial Group April 2005 - Present
Education
Benedictine College 1991 — 1996
Erin Robert Erin Robert's Spectrum Financial Group Experience 1997 - 2000
Job Owner at AAA Cooling Specialists
Industry Consumer Services
Experience
AAA Cooling Specialists August 2008 - Present
Aegis Wholesale 2002 - 2007
Spectrum Financial Group 1997 - 2000
Education
Arizona State University 1994 — 1998
BS, Psychology
Durango High Scool
AAA Cooling Specialists August 2008 - Present
Aegis Wholesale 2002 - 2007
Spectrum Financial Group 1997 - 2000
Education
Arizona State University 1994 — 1998
BS, Psychology
Durango High Scool
Francisco Xavier Moreno Francisco Xavier Moreno's Spectrum Financial Group Experience July 2002 - October 2005
Job Internet & Telecommunications Services, Mediacom Business Services
Industry Information Technology and Services
Experience
Economic Development Task Advisory Board, Economic Development, City of Nogales March 2015 - Present
Mediacom Communications December 2014 - Present
Boys & Girls Club of Santa Cruz County March 2014 - August 2014
I.P.S June 2013 - March 2014
PPIBCorp.com October 2012 - June 2013
Freeway Insurance September 2010 - September 2012
Velocity Financial February 2009 - 2010
Velocity Financial October 2005 - 2010
Spectrum Financial Group July 2002 - October 2005
Arizona Internet/Cybertrails March 2001 - June 2002
Skills
Sales, Leadership, Marketing, Management, Strategy, Customer Service, Underwriting, Sales Management, Business Development, Training, Sales Operations, Strategic Planning, Contract Negotiation, Solution Selling, Credit, Sales Process, Sales Presentations, CRM, Key Account Development, Mortgage Banking, FHA, World Class Customer..., First Time Home Buyers, Telecommunications..., GUITAR PLAYER, SPANISH LANGUAGE, Insurance, Mortgage Lending, Team Building, Negotiation, Networking
Education
Northern Arizona University 1979 — 1989
Bachelors, Computer Info Systems/Bus Admin.
Nogales High School 1975 — 1979
Diploma, International Business
Economic Development Task Advisory Board, Economic Development, City of Nogales March 2015 - Present
Mediacom Communications December 2014 - Present
Boys & Girls Club of Santa Cruz County March 2014 - August 2014
I.P.S June 2013 - March 2014
PPIBCorp.com October 2012 - June 2013
Freeway Insurance September 2010 - September 2012
Velocity Financial February 2009 - 2010
Velocity Financial October 2005 - 2010
Spectrum Financial Group July 2002 - October 2005
Arizona Internet/Cybertrails March 2001 - June 2002
Skills
Sales, Leadership, Marketing, Management, Strategy, Customer Service, Underwriting, Sales Management, Business Development, Training, Sales Operations, Strategic Planning, Contract Negotiation, Solution Selling, Credit, Sales Process, Sales Presentations, CRM, Key Account Development, Mortgage Banking, FHA, World Class Customer..., First Time Home Buyers, Telecommunications..., GUITAR PLAYER, SPANISH LANGUAGE, Insurance, Mortgage Lending, Team Building, Negotiation, Networking
Education
Northern Arizona University 1979 — 1989
Bachelors, Computer Info Systems/Bus Admin.
Nogales High School 1975 — 1979
Diploma, International Business
Evan McDaniel's Spectrum Financial Group Experience August 2013 - Present
Job Financial Planner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group August 2013 - Present
Skills
Finance, Leadership, Financial Services, Retirement Planning, Analysis, Customer Service, Retirement, Financial Analysis, Employee Benefits, College Savings Plans, Wealth Management, Wealth Accumulation, Wealth Preservation...
Education
University of North Texas 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Plano West Senior High
Spectrum Financial Group August 2013 - Present
Skills
Finance, Leadership, Financial Services, Retirement Planning, Analysis, Customer Service, Retirement, Financial Analysis, Employee Benefits, College Savings Plans, Wealth Management, Wealth Accumulation, Wealth Preservation...
Education
University of North Texas 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Plano West Senior High
Joel Carson, LUTCF Joel Carson, LUTCF's Spectrum Financial Group Experience March 2014 - Present
Job Mentoring, Developing and Leading Financial Services Professionals at Spectrum Financial/Mass Mutual
Industry Financial Services
Experience
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Anthony C. Colbert, Sr Anthony C. Colbert, Sr's Spectrum Financial Group Experience October 1988 - Present
Job Spectrum Financial Group
Industry Accounting
Experience
Spectrum Financial Group October 1988 - Present
J.M. Huber Corporation November 1977 - August 1988
Skills
Coaching, Financial Analysis, Accounting, Public Speaking, Team Building, Customer Service, Marketing Strategy, Strategic Planning, Social Media, Tax, Training, Tax Returns, Tax Preparation, Small Business, Geophysics
Education
University of Houston 1977 — 1979
Langston University 1972 — 1976
Bachelor of Applied Science (B.A.Sc.)
Spectrum Financial Group October 1988 - Present
J.M. Huber Corporation November 1977 - August 1988
Skills
Coaching, Financial Analysis, Accounting, Public Speaking, Team Building, Customer Service, Marketing Strategy, Strategic Planning, Social Media, Tax, Training, Tax Returns, Tax Preparation, Small Business, Geophysics
Education
University of Houston 1977 — 1979
Langston University 1972 — 1976
Bachelor of Applied Science (B.A.Sc.)
Patrick Thuecks Patrick Thuecks's Spectrum Financial Group Experience January 2014 - Present
Job Managing Partner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
Spectrum Financial Group January 2014 - Present
Planning Partners Financial Group, Mn. June 2001 - February 2013
New England Financial June 2001 - June 2005
Lincoln Financial Advisors 1993 - 2001
Skills
Financial Planning, Asset Allocation, Investment Advisory, Estate Planning, Coaching, Marketing Strategy, Social Networking, Insurance, Mutual Funds, Strategic Financial..., Investments, Financial Services, Disability Insurance, Securities, Life Insurance, Retirement Planning, Finance, Term Life Insurance, Retirement, Long-term Care, Management, New Business Development, Long Term Care Insurance, Small Business, Financial Advisory, Wealth Management
Education
University of Minnesota - Carlson School of Management 1986 — 1990
Business, Finance and Marketing
Brent Sullivan, CCIM Brent Sullivan, CCIM's Spectrum Financial Group Experience May 1998 - August 2007
Job Licensed Mortgage Professional NMLS#225904 Homeowners Financial Group, LLC USA
Industry Financial Services
Experience
Homeowners Financial Group USA, LLC, NMLS#93718 August 2007 - Present
Spectrum Financial Group May 1998 - August 2007
Miner Kennedy Associates, Inc. March 1997 - May 1998
Skills
Mortgage, Refinance, Purchase, Home, Loans, Credit, VA, FHA, Mortgage Lending, First Time Home Buyers, Investment Properties, Investments, Conventional, Real Estate, Reverse Mortgages, Mortgage Industry, Customer Service, Customer Relations, Banking, Residential, Real Estate Investment, USDA, Loan Origination, Conforming, VA loans, Mortgage Banking, FHA financing, Mortgage Planning, Residential Mortgages, Government Loans, First Time Buyers, Insurance, Single Family Homes, Short Sales, Residential Homes, Foreclosures, Investors, Certified Mortgage..., Underwriting, VA Loans, Construction Loans, Mortgage Underwriting, REO, FHA Financing
Education
Boston College 1981 — 1983
Bachelor of Science, Biology
Gonzaga University 1979 — 1981
Bachelor of Science, Biology
Homeowners Financial Group USA, LLC, NMLS#93718 August 2007 - Present
Spectrum Financial Group May 1998 - August 2007
Miner Kennedy Associates, Inc. March 1997 - May 1998
Skills
Mortgage, Refinance, Purchase, Home, Loans, Credit, VA, FHA, Mortgage Lending, First Time Home Buyers, Investment Properties, Investments, Conventional, Real Estate, Reverse Mortgages, Mortgage Industry, Customer Service, Customer Relations, Banking, Residential, Real Estate Investment, USDA, Loan Origination, Conforming, VA loans, Mortgage Banking, FHA financing, Mortgage Planning, Residential Mortgages, Government Loans, First Time Buyers, Insurance, Single Family Homes, Short Sales, Residential Homes, Foreclosures, Investors, Certified Mortgage..., Underwriting, VA Loans, Construction Loans, Mortgage Underwriting, REO, FHA Financing
Education
Boston College 1981 — 1983
Bachelor of Science, Biology
Gonzaga University 1979 — 1981
Bachelor of Science, Biology
Greg Hancock Greg Hancock's Spectrum Financial Group Experience February 2011 - Present
Job Financial Services Professional / Insurance Specialist at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group February 2011 - Present
Meritage Homes June 2006 - September 2010
Maverick Mortgage March 2004 - January 2006
Maverick Mortgage March 2004 - January 2006
Skills
Fixed Annuities, Contract Negotiation, Sales, Contract Management, Loans, Executive Management, Budgets, Management, Team Building, Underwriting, Negotiation, Life Insurance, Disability Insurance, Financial Services, Selling, Training, Marketing, Financial Advisory, Insurance, Customer Service, Accounting, Customer Satisfaction, Retirement Planning, Real Estate, B2B, Financial Analysis, Pricing, Microsoft Excel, Finance, Retirement, FHA, Access, Sales Management, Strategic Financial..., Strategy, Investment Properties, Residential Homes, Business Development, Health Insurance, Business Planning, Investments, Analysis, Program Management, Portfolio Management, Account Management, Mortgage Lending, Leadership, New Business Development, First Time Home Buyers, Strategic Planning
Education
University of North Texas
BBA, Strategic Management
Spectrum Financial Group February 2011 - Present
Meritage Homes June 2006 - September 2010
Maverick Mortgage March 2004 - January 2006
Maverick Mortgage March 2004 - January 2006
Skills
Fixed Annuities, Contract Negotiation, Sales, Contract Management, Loans, Executive Management, Budgets, Management, Team Building, Underwriting, Negotiation, Life Insurance, Disability Insurance, Financial Services, Selling, Training, Marketing, Financial Advisory, Insurance, Customer Service, Accounting, Customer Satisfaction, Retirement Planning, Real Estate, B2B, Financial Analysis, Pricing, Microsoft Excel, Finance, Retirement, FHA, Access, Sales Management, Strategic Financial..., Strategy, Investment Properties, Residential Homes, Business Development, Health Insurance, Business Planning, Investments, Analysis, Program Management, Portfolio Management, Account Management, Mortgage Lending, Leadership, New Business Development, First Time Home Buyers, Strategic Planning
Education
University of North Texas
BBA, Strategic Management
Jeff L Larimore's Spectrum Financial Group Experience March 1984 - Present
Job Serving Investment Clients for more than 30 years...
Industry Investment Management
Experience
Spectrum Financial Group March 1984 - Present
Skills
Notary Public, Estate Planning, 401k Rollovers, Mutual Funds, Roth IRA, Fixed Annuities, Variable Annuities, IRA Rollovers, Traditional IRA, Retirement Savings, 529 Plans, Annuity Sales, Self Directed IRA, Budget Setting, 401k, 403 b, Saving for Education, College Savings Plans, Registered..., Life Insurance Agent, Customer Service, Retirement Planning, Investment Advisory, Sales, Long Term Care Insurance, IRAs, Life Insurance, Strategic Financial..., Series 6, Retirement, Series 63, Investments, Public Speaking, Wealth Accumulation, Insurance, Marketing, Strategic Planning, Leadership, Account Management, Investment Strategies
Education
Indiana State University 1974 — 1979
Bachlor of Science, Education
Spectrum Financial Group March 1984 - Present
Skills
Notary Public, Estate Planning, 401k Rollovers, Mutual Funds, Roth IRA, Fixed Annuities, Variable Annuities, IRA Rollovers, Traditional IRA, Retirement Savings, 529 Plans, Annuity Sales, Self Directed IRA, Budget Setting, 401k, 403 b, Saving for Education, College Savings Plans, Registered..., Life Insurance Agent, Customer Service, Retirement Planning, Investment Advisory, Sales, Long Term Care Insurance, IRAs, Life Insurance, Strategic Financial..., Series 6, Retirement, Series 63, Investments, Public Speaking, Wealth Accumulation, Insurance, Marketing, Strategic Planning, Leadership, Account Management, Investment Strategies
Education
Indiana State University 1974 — 1979
Bachlor of Science, Education
Havona Horsefield Havona Horsefield's Spectrum Financial Group Experience August 2005 - July 2006
Job Marketing & Communications | Project Management | Event Planning
Industry Marketing and Advertising
Experience
Sprouts Farmers Market March 2014 - Present
Banner Health May 2013 - March 2014
TriWest Healthcare Alliance September 2006 - March 2013
Spectrum Financial Group August 2005 - July 2006
Origins Retail Store April 2002 - August 2005
Paradise Valley Hospital February 1999 - April 2002
Skills
Content Marketing, Newsletters, Internal Communications, Social Media, Marketing, Employee Engagement, SharePoint Content..., Event Management, Marketing Communications, Email Marketing, Strategic Communications, Corporate Branding, Scripting, Public Speaking, SharePoint, Advertising, Digital Marketing, Leadership, Social Media Marketing
Education
Arizona State University West 2002 — 2005
BA, Communications
Paradise Valley Community College 1999 — 2002
Associate of Administration, General Studies
Sprouts Farmers Market March 2014 - Present
Banner Health May 2013 - March 2014
TriWest Healthcare Alliance September 2006 - March 2013
Spectrum Financial Group August 2005 - July 2006
Origins Retail Store April 2002 - August 2005
Paradise Valley Hospital February 1999 - April 2002
Skills
Content Marketing, Newsletters, Internal Communications, Social Media, Marketing, Employee Engagement, SharePoint Content..., Event Management, Marketing Communications, Email Marketing, Strategic Communications, Corporate Branding, Scripting, Public Speaking, SharePoint, Advertising, Digital Marketing, Leadership, Social Media Marketing
Education
Arizona State University West 2002 — 2005
BA, Communications
Paradise Valley Community College 1999 — 2002
Associate of Administration, General Studies
Brent Jahnke Brent Jahnke's Spectrum Financial Group Experience April 2010 - June 2010
Job Manager/Professional Instructor at DBat San Antonio North
Industry Financial Services
Experience
D-Bat San Antonio North February 2013 - Present
Integrated Financial Solutions Group January 2011 - October 2012
Spectrum Financial Group April 2010 - June 2010
Lee Financial Corporation May 2007 - January 2010
Education
Texas Tech University 2004 — 2007
B.S, Personal Financial Planning
Angelo State University 2005 — 2005
Marketing
Weatherford College 2004 — 2004
Marketing
Angelina College 2002 — 2003
Marketing
D-Bat San Antonio North February 2013 - Present
Integrated Financial Solutions Group January 2011 - October 2012
Spectrum Financial Group April 2010 - June 2010
Lee Financial Corporation May 2007 - January 2010
Education
Texas Tech University 2004 — 2007
B.S, Personal Financial Planning
Angelo State University 2005 — 2005
Marketing
Weatherford College 2004 — 2004
Marketing
Angelina College 2002 — 2003
Marketing
Harry Benson Harry Benson's Spectrum Financial Group Experience November 2003 - Present
Job Broker/ Registered Representative at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group November 2003 - Present
New England Financial July 1992 - October 2003
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Economics
City University of New York City College
BS, Psychology
Spectrum Financial Group November 2003 - Present
New England Financial July 1992 - October 2003
Education
New York University - Leonard N. Stern School of Business
MBA, Marketing, Economics
City University of New York City College
BS, Psychology
Seth Crocker Seth Crocker's Spectrum Financial Group Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Spectrum Financial Group June 2015 - Present
University of Texas at Dallas August 2011 - May 2015
Edmentum May 2014 - August 2014
Spectrum Financial Group May 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Social Media, Creative Writing, Salesforce.com, Marketo, Microsoft Excel, Customer Service, Sales, Communication, Leadership, Financial Analysis, Finance, Marketing, Management, Analysis
Education
The University of Texas at Dallas 2011 — 2015
Bachelor's degree, Marketing
Spectrum Financial Group June 2015 - Present
University of Texas at Dallas August 2011 - May 2015
Edmentum May 2014 - August 2014
Spectrum Financial Group May 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Social Media, Creative Writing, Salesforce.com, Marketo, Microsoft Excel, Customer Service, Sales, Communication, Leadership, Financial Analysis, Finance, Marketing, Management, Analysis
Education
The University of Texas at Dallas 2011 — 2015
Bachelor's degree, Marketing
Carmen Gustin Carmen Gustin's Spectrum Financial Group Experience 2002 - 2007
Job We honor a promise even when the solution isn't easy.
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
HealthMarkets September 2014 - February 2015
Homesite Insurance January 2014 - August 2014
Wells Fargo March 2013 - December 2013
USAA March 2011 - March 2013
lia sophia Jewelry September 2010 - February 2013
Sun America Insurance January 2010 - December 2010
Independent Agency June 2007 - December 2009
Spectrum Financial Group 2002 - 2007
Bell Mortgage 2000 - 2001
Skills
Mortgage Lending, Long-term Care, Insurance, Health Insurance, Medicare, Healthcare, Loans, Mortgage Banking, FHA, Property & Casualty..., Customer Service, Marketing, Employee Benefits, Leadership, Coaching, Training, Team Building, Fixed Annuities, Public Speaking, Small Business, Strategic Planning, Sales, Underwriting, Life Insurance
Education
Minnesota State University 1986 — 1990
BS, Education
The University of North Dakota 1985 — 1986
AZ Life and Health License
AZ Real Estate License
Property and Casualty Insurance License
Liberty Mutual Insurance April 2015 - Present
HealthMarkets September 2014 - February 2015
Homesite Insurance January 2014 - August 2014
Wells Fargo March 2013 - December 2013
USAA March 2011 - March 2013
lia sophia Jewelry September 2010 - February 2013
Sun America Insurance January 2010 - December 2010
Independent Agency June 2007 - December 2009
Spectrum Financial Group 2002 - 2007
Bell Mortgage 2000 - 2001
Skills
Mortgage Lending, Long-term Care, Insurance, Health Insurance, Medicare, Healthcare, Loans, Mortgage Banking, FHA, Property & Casualty..., Customer Service, Marketing, Employee Benefits, Leadership, Coaching, Training, Team Building, Fixed Annuities, Public Speaking, Small Business, Strategic Planning, Sales, Underwriting, Life Insurance
Education
Minnesota State University 1986 — 1990
BS, Education
The University of North Dakota 1985 — 1986
AZ Life and Health License
AZ Real Estate License
Property and Casualty Insurance License
Roechell Rankins's Spectrum Financial Group Experience November 2007 - September 2008
Job Seeking Employment
Industry Hospitality
Experience
American Express/Gatestone April 2014 - January 2015
Quality Inn & Suites Boulder Creek, Boulder, CO October 2013 - March 2014
Education Management Corporation March 2012 - March 2013
Kaplan University January 2009 - November 2011
Spectrum Financial Group November 2007 - September 2008
Holiday Inn August 1993 - October 1997
Skills
Recruiting, Mortgage Lending, Sales, Program Management, FHA, Admissions, Loans, Enrollment Management, Staff Development, Student Financial Aid, Student Development, Public Speaking, Student Affairs, Higher Education, Student Recruiting
Education
Kaplan University 2009 — 2012
Master's of Science, Health/Health Care Administration/Management
Ft. Lewis College 1989 — 1994
Bachelor of Business Administration (BBA), Resort Management
American Express/Gatestone April 2014 - January 2015
Quality Inn & Suites Boulder Creek, Boulder, CO October 2013 - March 2014
Education Management Corporation March 2012 - March 2013
Kaplan University January 2009 - November 2011
Spectrum Financial Group November 2007 - September 2008
Holiday Inn August 1993 - October 1997
Skills
Recruiting, Mortgage Lending, Sales, Program Management, FHA, Admissions, Loans, Enrollment Management, Staff Development, Student Financial Aid, Student Development, Public Speaking, Student Affairs, Higher Education, Student Recruiting
Education
Kaplan University 2009 — 2012
Master's of Science, Health/Health Care Administration/Management
Ft. Lewis College 1989 — 1994
Bachelor of Business Administration (BBA), Resort Management
Jerry Craig, Jr Jerry Craig, Jr's Spectrum Financial Group Experience 1996 - 2008
Job Full Time Student, Hands On Management Professional
Industry Computer Networking
Experience
Desert State Fire March 2013 - June 2015
Foodnav.org January 2012 - June 2015
Caron Logistics (UTi Branch) June 2012 - May 2013
Traditional Home Mortgage / Security 1 Lending October 2008 - October 2011
Spectrum Financial Group 1996 - 2008
Skills
Management, Sales, Sales Management, Project Management, Strategic Planning, Customer Service, Public Speaking, Business Innovation, Marketing, Web Design, Web Development, Web Services, Wordpress Design, Database Design, Data Analysis, Database Administration, WordPress, SEO, Online Marketing, Lead Generation, New Business Development, Account Management, Microsoft Office, Team Building, Contract Negotiation
Education
Full Time Student Pursuing Engineering Degree 2014 — 2019
Engineering Management
Paradise Valley Community College 2014 — 2015
Applied Science - CIS and Engineering Focus, A
Desert State Fire March 2013 - June 2015
Foodnav.org January 2012 - June 2015
Caron Logistics (UTi Branch) June 2012 - May 2013
Traditional Home Mortgage / Security 1 Lending October 2008 - October 2011
Spectrum Financial Group 1996 - 2008
Skills
Management, Sales, Sales Management, Project Management, Strategic Planning, Customer Service, Public Speaking, Business Innovation, Marketing, Web Design, Web Development, Web Services, Wordpress Design, Database Design, Data Analysis, Database Administration, WordPress, SEO, Online Marketing, Lead Generation, New Business Development, Account Management, Microsoft Office, Team Building, Contract Negotiation
Education
Full Time Student Pursuing Engineering Degree 2014 — 2019
Engineering Management
Paradise Valley Community College 2014 — 2015
Applied Science - CIS and Engineering Focus, A
Ashley Richter's Spectrum Financial Group Experience September 2015 - Present
Job Director of Marketing at Spectrum Financial Group
Industry Marketing and Advertising
Experience
Spectrum Financial Group September 2015 - Present
BOLD-Multimedia January 2015 - May 2015
Northwestern Mutual May 2014 - April 2015
Lightfoot Guest Moore & Co June 2013 - July 2013
Bed Bath & Beyond April 2010 - June 2011
Skills
Sales Management, Customer Service, Time Management, Social Networking, PowerPoint, Microsoft Word, Finance, Facebook, Adobe Acrobat, Small Business, Microsoft Excel, Microsoft Office, ProSystem fx Tax, Creative Solutions..., Tax Preparation, Leadership, Public Speaking, Sales, Teamwork, Event Planning, Social Media, Marketing
Education
University of Oklahoma 2011 — 2015
Bachelor's degree, Marketing
CEA International School of Business Dublin, Ireland
International Business
Spectrum Financial Group September 2015 - Present
BOLD-Multimedia January 2015 - May 2015
Northwestern Mutual May 2014 - April 2015
Lightfoot Guest Moore & Co June 2013 - July 2013
Bed Bath & Beyond April 2010 - June 2011
Skills
Sales Management, Customer Service, Time Management, Social Networking, PowerPoint, Microsoft Word, Finance, Facebook, Adobe Acrobat, Small Business, Microsoft Excel, Microsoft Office, ProSystem fx Tax, Creative Solutions..., Tax Preparation, Leadership, Public Speaking, Sales, Teamwork, Event Planning, Social Media, Marketing
Education
University of Oklahoma 2011 — 2015
Bachelor's degree, Marketing
CEA International School of Business Dublin, Ireland
International Business
Benjamin Gehrke Benjamin Gehrke's Spectrum Financial Group Experience September 2014 - February 2015
Job Financial Services Professional at Spectrum Financial Group
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Spectrum Financial Group September 2014 - February 2015
City of Murphy, Tx June 2013 - September 2014
Carollo Engineers May 2011 - August 2012
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Analysis, Critical Thinking, Creativity Skills, Finance, Financial Analysis, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Plano East
Fidelity Investments March 2015 - Present
Spectrum Financial Group September 2014 - February 2015
City of Murphy, Tx June 2013 - September 2014
Carollo Engineers May 2011 - August 2012
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Analysis, Critical Thinking, Creativity Skills, Finance, Financial Analysis, Investments
Education
University of Dayton 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Plano East
Spencer Stavinoha Spencer Stavinoha's Spectrum Financial Group Experience September 2014 - December 2014
Job Financial Analyst at Suddenlink Communications
Industry Financial Services
Experience
Suddenlink Communications January 2015 - Present
Spectrum Financial Group September 2014 - December 2014
Student Run Investment Fund August 2014 - December 2014
Investor's Business Daily December 2013 - August 2014
Pappadeaux May 2012 - January 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Leadership, Social Media, Finance, Marketing, Accounting, Public Speaking, Data Analysis, Research, Access, Financial Analysis, Forecasting, Corporate Finance, Financial Planning, Financial Modeling, Management
Education
The University of Texas at Dallas - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance
Collin County Community College
Suddenlink Communications January 2015 - Present
Spectrum Financial Group September 2014 - December 2014
Student Run Investment Fund August 2014 - December 2014
Investor's Business Daily December 2013 - August 2014
Pappadeaux May 2012 - January 2014
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Leadership, Social Media, Finance, Marketing, Accounting, Public Speaking, Data Analysis, Research, Access, Financial Analysis, Forecasting, Corporate Finance, Financial Planning, Financial Modeling, Management
Education
The University of Texas at Dallas - School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance
Collin County Community College
Annette Watkins Annette Watkins's Spectrum Financial Group Experience July 2012 - April 2015
Job Financial Advisor
Industry Financial Services
Experience
Spectrum Financial Group July 2012 - April 2015
Ameriprise Financial Services, Inc. September 2010 - July 2012
J.P. Morgan 2004 - 2010
Skills
Retirement, Insurance, Estate Planning, Financial Services, Fixed Annuities, Small Business
Education
The University of Texas at Austin 1991 — 1993
BA, Economics
Spectrum Financial Group July 2012 - April 2015
Ameriprise Financial Services, Inc. September 2010 - July 2012
J.P. Morgan 2004 - 2010
Skills
Retirement, Insurance, Estate Planning, Financial Services, Fixed Annuities, Small Business
Education
The University of Texas at Austin 1991 — 1993
BA, Economics
Tanner Olson's Spectrum Financial Group Experience May 2015 - Present
Job Finance Student at University of North Texas
Industry Financial Services
Experience
Spectrum Financial Group May 2015 - Present
Pappadeaux July 2014 - May 2015
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Java, Public Speaking, Research, Teamwork, Event Planning, Leadership, Time Management, Sales, Social Media, Social Networking
Education
University of North Texas 2012 — 2016
Finance, General
Spectrum Financial Group May 2015 - Present
Pappadeaux July 2014 - May 2015
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Java, Public Speaking, Research, Teamwork, Event Planning, Leadership, Time Management, Sales, Social Media, Social Networking
Education
University of North Texas 2012 — 2016
Finance, General
Bryan Schutte's Spectrum Financial Group Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Spectrum Financial Group June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Sales, Customer Service, Public Speaking
Education
University of California, Berkeley 2005 — 2009
Applied Mathematics
Spectrum Financial Group June 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Sales, Customer Service, Public Speaking
Education
University of California, Berkeley 2005 — 2009
Applied Mathematics
Jason Castro Jason Castro's Spectrum Financial Group Experience 2014 - April 2015
Job Workplace Investments at Fidelity Investments
Industry Financial Services
Experience
Spectrum Financial Group 2014 - April 2015
PACCAR September 2011 - July 2014
Texas Health Resources June 2013 - August 2013
United States Marine Corps May 2003 - May 2007
Skills
Term Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Whole Life, Tax-advantaged..., Financial Services, Life & Health Insurance..., Fitness, Exercise Physiology, Personal Training, Strength & Conditioning, Fitness Training, Leadership, Health Promotion, Sports Nutrition, Wellness, Strength Training, Training, Team Leadership, Change Management, Wellness Coaching, Nutritional Counseling, Endurance, Athletic Training, AED, Building Relationships, Goal Setting, Weight Training, Functional Training, Sports, Athletics, Nutrition, Public Speaking, Research, Cpr Certified, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Exercise Prescription, Health Education, First Aid, Team Building
Education
Texas Woman's University 2011 — 2013
Exercise Science, Kinesiology
University of Houston 2007 — 2010
Stafford HIgh School
Spectrum Financial Group 2014 - April 2015
PACCAR September 2011 - July 2014
Texas Health Resources June 2013 - August 2013
United States Marine Corps May 2003 - May 2007
Skills
Term Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Whole Life, Tax-advantaged..., Financial Services, Life & Health Insurance..., Fitness, Exercise Physiology, Personal Training, Strength & Conditioning, Fitness Training, Leadership, Health Promotion, Sports Nutrition, Wellness, Strength Training, Training, Team Leadership, Change Management, Wellness Coaching, Nutritional Counseling, Endurance, Athletic Training, AED, Building Relationships, Goal Setting, Weight Training, Functional Training, Sports, Athletics, Nutrition, Public Speaking, Research, Cpr Certified, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Exercise Prescription, Health Education, First Aid, Team Building
Education
Texas Woman's University 2011 — 2013
Exercise Science, Kinesiology
University of Houston 2007 — 2010
Stafford HIgh School
Jovan Washington Jovan Washington's Spectrum Financial Group Experience December 2014 - July 2015
Job Financial Professional
Industry Financial Services
Experience
Liberty Mutual Insurance July 2015 - Present
Spectrum Financial Group December 2014 - July 2015
Skills
Finance, Credit, Sales, Credit Analysis, Banking, Loans, Relationship Management, Mortgage Lending, Financial Services, Loan Origination, Retail Banking, Risk Management, Credit Cards, Consumer Lending, Commercial Lending, Real Estate, Credit Risk, Financial Risk, Commercial Banking, Refinance, Commercial Mortgages, Internet Banking, Investment Properties, Lines Of Credit, Private Banking, Home Equity Lines of..., Home Equity Loans, Residential Mortgages, Customer Service, Microsoft Office, Financial Analysis, Portfolio Management, Microsoft Excel, Investments, Microsoft Word, Public Speaking, Financial Planning, Strategic Planning, Notary Public
Education
Milwaukee Area Technical College
Rufus King
Liberty Mutual Insurance July 2015 - Present
Spectrum Financial Group December 2014 - July 2015
Skills
Finance, Credit, Sales, Credit Analysis, Banking, Loans, Relationship Management, Mortgage Lending, Financial Services, Loan Origination, Retail Banking, Risk Management, Credit Cards, Consumer Lending, Commercial Lending, Real Estate, Credit Risk, Financial Risk, Commercial Banking, Refinance, Commercial Mortgages, Internet Banking, Investment Properties, Lines Of Credit, Private Banking, Home Equity Lines of..., Home Equity Loans, Residential Mortgages, Customer Service, Microsoft Office, Financial Analysis, Portfolio Management, Microsoft Excel, Investments, Microsoft Word, Public Speaking, Financial Planning, Strategic Planning, Notary Public
Education
Milwaukee Area Technical College
Rufus King
Richard Matthies III Richard Matthies III's Spectrum Financial Group Experience August 2011 - February 2012
Job Account Manager at CH Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson July 2015 - Present
C.H. Robinson March 2012 - June 2015
Spectrum Financial Group August 2011 - February 2012
Rick's Mow & Grow January 2008 - July 2011
Skills
Management, Finance, Sales
Education
The University of Texas at Dallas - School of Management 2007 — 2011
BS, Finance
Hardin-Simmons University 2003 — 2006
C.H. Robinson July 2015 - Present
C.H. Robinson March 2012 - June 2015
Spectrum Financial Group August 2011 - February 2012
Rick's Mow & Grow January 2008 - July 2011
Skills
Management, Finance, Sales
Education
The University of Texas at Dallas - School of Management 2007 — 2011
BS, Finance
Hardin-Simmons University 2003 — 2006
Markus Liesner's Spectrum Financial Group Experience October 2014 - Present
Job Financial Representative at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group October 2014 - Present
Wayne Garcia GMAC Real Estate July 2001 - November 2010
General Motors Europe October 1990 - December 1993
Education
The University of Texas at Austin 1987 — 1994
Merchandising, Business, Apparel
Memorial High School, Houston Texas 1986 — 1987
Überreiter Gymnasium, Munich Germany 1980 — 1986
Spectrum Financial Group October 2014 - Present
Wayne Garcia GMAC Real Estate July 2001 - November 2010
General Motors Europe October 1990 - December 1993
Education
The University of Texas at Austin 1987 — 1994
Merchandising, Business, Apparel
Memorial High School, Houston Texas 1986 — 1987
Überreiter Gymnasium, Munich Germany 1980 — 1986
Don Reynolds's Spectrum Financial Group Experience June 2007 - October 2007
Job Sr. Loan Officer, CMPS at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation March 2015 - Present
HaveIt2Go.com (Resort Grocery Delivery to Breckenridge, Copper Mountain and Keystone Resort) April 2012 - Present
TV 8 Vail, Colorado July 2011 - Present
www.InvitationShoppe.com January 1993 - Present
Bank of the West September 2014 - January 2015
Krystal93-fm August 2011 - April 2012
Breckenridge Grand Vacations May 2011 - February 2012
AmeriFirst Financial March 2008 - August 2010
Countrywide (before Bank of America) October 2007 - March 2008
Spectrum Financial Group June 2007 - October 2007
Skills
Mortgage Lending, Loans, FHA Financing, VA Loans, Refinance, Real Estate Lending, Certified Mortgage..., Credit Analysis, Debt Restructuring, Investment Properties, First Time Home Buyers, Real Estate, Marketing Communications, Public Speaking, Broadcast, Customer Service, Sales, Short Sales, Marketing, Credit, Finance, Underwriting, Banking, Mortgage Banking, Single Family Homes, Loan Origination, Residential Homes, FHA, Management, Condos
Education
Michigan State University 1978 — 1982
BA, Advertising
Academy Mortgage Corporation March 2015 - Present
HaveIt2Go.com (Resort Grocery Delivery to Breckenridge, Copper Mountain and Keystone Resort) April 2012 - Present
TV 8 Vail, Colorado July 2011 - Present
www.InvitationShoppe.com January 1993 - Present
Bank of the West September 2014 - January 2015
Krystal93-fm August 2011 - April 2012
Breckenridge Grand Vacations May 2011 - February 2012
AmeriFirst Financial March 2008 - August 2010
Countrywide (before Bank of America) October 2007 - March 2008
Spectrum Financial Group June 2007 - October 2007
Skills
Mortgage Lending, Loans, FHA Financing, VA Loans, Refinance, Real Estate Lending, Certified Mortgage..., Credit Analysis, Debt Restructuring, Investment Properties, First Time Home Buyers, Real Estate, Marketing Communications, Public Speaking, Broadcast, Customer Service, Sales, Short Sales, Marketing, Credit, Finance, Underwriting, Banking, Mortgage Banking, Single Family Homes, Loan Origination, Residential Homes, FHA, Management, Condos
Education
Michigan State University 1978 — 1982
BA, Advertising
Dylan Smith's Spectrum Financial Group Experience July 2014 - December 2014
Job Account Executive at ACTIVE Network
Industry Computer Software
Experience
ACTIVE Network January 2015 - Present
Spectrum Financial Group July 2014 - December 2014
Republic National Distributing Company September 2013 - June 2014
I Have a Dream Foundation July 2013 - August 2013
Skills
Brand Management, Sales, Contract Negotiation, Project Coordination, Account Management, Microsoft Office, Salesforce.com, Financial Services, Wine & Spirits Industry, Alcoholic Beverages, Key Account Development, National Accounts, Distributors, Beer, Wine, Food Pairing, Winemaking, Champagne, Pricing, Market Planning
Education
The University of Kansas 2008 — 2013
Bachelor of General Studies, History
Jesuit College Preparatory School of Dallas 2004 — 2008
ACTIVE Network January 2015 - Present
Spectrum Financial Group July 2014 - December 2014
Republic National Distributing Company September 2013 - June 2014
I Have a Dream Foundation July 2013 - August 2013
Skills
Brand Management, Sales, Contract Negotiation, Project Coordination, Account Management, Microsoft Office, Salesforce.com, Financial Services, Wine & Spirits Industry, Alcoholic Beverages, Key Account Development, National Accounts, Distributors, Beer, Wine, Food Pairing, Winemaking, Champagne, Pricing, Market Planning
Education
The University of Kansas 2008 — 2013
Bachelor of General Studies, History
Jesuit College Preparatory School of Dallas 2004 — 2008
Mark McCarthy Mark McCarthy's Spectrum Financial Group Experience June 2000 - February 2002
Job Director, Power and Utilities Treasury Services at Mitsubishi UFJ Financial Group (MUFG)
Industry Banking
Experience
MUFG Americas December 2011 - Present
Bank of America November 2006 - December 2011
Bank of America June 2005 - October 2006
Bank of America October 2003 - June 2005
Ayres Financial Group February 2002 - October 2003
Spectrum Financial Group June 2000 - February 2002
Skills
Treasury Management, Liquidity Management, Banking, Cash Management, Treasury Services, Commercial Banking, Credit, Financial Analysis, Loans, Investments, Risk Management, Financial Services, Treasury, Strategic Financial..., Financial Risk, Corporate Finance, Sales, Business Relationship..., Business Strategy, Strategic Communications, Corporate Card, Working Capital..., Relationship Management, Commercial Lending, Credit Cards
Education
The University of Dallas 2005 — 2008
MBA, Corporate Finance
University of North Texas 1994 — 1999
BS, Advertising & Marketing
MUFG Americas December 2011 - Present
Bank of America November 2006 - December 2011
Bank of America June 2005 - October 2006
Bank of America October 2003 - June 2005
Ayres Financial Group February 2002 - October 2003
Spectrum Financial Group June 2000 - February 2002
Skills
Treasury Management, Liquidity Management, Banking, Cash Management, Treasury Services, Commercial Banking, Credit, Financial Analysis, Loans, Investments, Risk Management, Financial Services, Treasury, Strategic Financial..., Financial Risk, Corporate Finance, Sales, Business Relationship..., Business Strategy, Strategic Communications, Corporate Card, Working Capital..., Relationship Management, Commercial Lending, Credit Cards
Education
The University of Dallas 2005 — 2008
MBA, Corporate Finance
University of North Texas 1994 — 1999
BS, Advertising & Marketing
Heath Goddard Heath Goddard's Spectrum Financial Group Experience May 2005 - December 2005
Job Revenue Integrity Analyst II at Conifer Health Solutions
Industry Hospital & Health Care
Experience
Conifer Health Solutions July 2012 - January 2015
MedAssets September 2011 - April 2012
St. Jude Medical June 2009 - August 2011
CIGNA October 2007 - June 2009
CIGNA April 2006 - July 2007
Spectrum Financial Group May 2005 - December 2005
Skills
Insurance, Employee Benefits, Medicare, Analysis, Claim, Disability Insurance, Health Insurance, Healthcare, Access, Medical Billing, Revenue Cycle
Education
The University of Texas at Dallas 2002 — 2005
Bachelor's, Business Administration and Interdisciplinary Studies
Conifer Health Solutions July 2012 - January 2015
MedAssets September 2011 - April 2012
St. Jude Medical June 2009 - August 2011
CIGNA October 2007 - June 2009
CIGNA April 2006 - July 2007
Spectrum Financial Group May 2005 - December 2005
Skills
Insurance, Employee Benefits, Medicare, Analysis, Claim, Disability Insurance, Health Insurance, Healthcare, Access, Medical Billing, Revenue Cycle
Education
The University of Texas at Dallas 2002 — 2005
Bachelor's, Business Administration and Interdisciplinary Studies
L. Alix Foster II L. Alix Foster II's Spectrum Financial Group Experience December 2008 - January 2010
Job Retirement Distribution at Personal Economics Group
Industry Financial Services
Experience
Personal Economics Group January 2010 - Present
Spectrum Financial Group December 2008 - January 2010
Johnny Carino's 2004 - 2006
Education
Southwestern Assemblies of God University 2003 — 2007
BS, Business Adminstration
Frank Phillips College 2001 — 2003
Personal Economics Group January 2010 - Present
Spectrum Financial Group December 2008 - January 2010
Johnny Carino's 2004 - 2006
Education
Southwestern Assemblies of God University 2003 — 2007
BS, Business Adminstration
Frank Phillips College 2001 — 2003
Frank Forest Frank Forest's Spectrum Financial Group Experience April 2004 - April 2012
Job President at The Texona Group
Industry Financial Services
Experience
The Texona Group January 1993 - Present
The Texona Group 1977 - Present
1st Global April 2012 - November 2014
Spectrum Financial Group April 2004 - April 2012
Accenture 1993 - 2001
Business Records Corporation 1990 - 1993
Geneva Corporation 1989 - 1990
Cambridge Companies 1981 - 1989
Qwip Systems 1976 - 1981
IBM May 1965 - June 1976
Skills
Marketing, Sales Management, Recruiting, Integrated Marketing, Strategic Planning, Business Development, Interviews, Contract Negotiation, Leadership, Team Building, Marketing Communications, Negotiation, CRM, Sales, Selling, Training, Mergers & Acquisitions, Executive Search, Program Management, Management, Coaching, Business Planning, Marketing Strategy, Management Consulting, Consulting, Securities, Employee Benefits, Finance, Financial Services, Investments, Public Speaking, Risk Management, Insurance, Outsourcing, Wealth Management
Education
Brophy College Preparatory
HS, Advanced - College Preparatory
University of Arizona
BA, Sociology and Psychology
The Texona Group January 1993 - Present
The Texona Group 1977 - Present
1st Global April 2012 - November 2014
Spectrum Financial Group April 2004 - April 2012
Accenture 1993 - 2001
Business Records Corporation 1990 - 1993
Geneva Corporation 1989 - 1990
Cambridge Companies 1981 - 1989
Qwip Systems 1976 - 1981
IBM May 1965 - June 1976
Skills
Marketing, Sales Management, Recruiting, Integrated Marketing, Strategic Planning, Business Development, Interviews, Contract Negotiation, Leadership, Team Building, Marketing Communications, Negotiation, CRM, Sales, Selling, Training, Mergers & Acquisitions, Executive Search, Program Management, Management, Coaching, Business Planning, Marketing Strategy, Management Consulting, Consulting, Securities, Employee Benefits, Finance, Financial Services, Investments, Public Speaking, Risk Management, Insurance, Outsourcing, Wealth Management
Education
Brophy College Preparatory
HS, Advanced - College Preparatory
University of Arizona
BA, Sociology and Psychology
Adam Rohde Adam Rohde's Spectrum Financial Group Experience May 2012 - August 2012
Job Program Director
Industry Education Management
Experience
Pro Martial Arts Franchise Corp June 2014 - Present
LA Fitness June 2013 - June 2014
Mr. G's Beverage Center (Spec's) November 2012 - April 2013
Spectrum Financial Group May 2012 - August 2012
New York Life Insurance Company January 2012 - April 2012
Skills
Long-term Care, Disability Insurance, Microsoft Excel, Selling, Insurance, Sales, Microsoft Office, Customer Service, Microsoft Word, Term Life Insurance, Account Management, Analysis
Education
John Brown University 2002 — 2007
BS, Construction Management
Pro Martial Arts Franchise Corp June 2014 - Present
LA Fitness June 2013 - June 2014
Mr. G's Beverage Center (Spec's) November 2012 - April 2013
Spectrum Financial Group May 2012 - August 2012
New York Life Insurance Company January 2012 - April 2012
Skills
Long-term Care, Disability Insurance, Microsoft Excel, Selling, Insurance, Sales, Microsoft Office, Customer Service, Microsoft Word, Term Life Insurance, Account Management, Analysis
Education
John Brown University 2002 — 2007
BS, Construction Management
Karen Cavazos, PHR Karen Cavazos, PHR's Spectrum Financial Group Experience March 2003 - May 2003
Job Recruiting Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo January 2010 - July 2013
Wachovia, A Wells Fargo Company January 2007 - January 2010
World Savings December 2005 - January 2007
American Express October 2003 - December 2005
Multiple Choice Mortgage May 2003 - October 2003
Spectrum Financial Group March 2003 - May 2003
World Savings July 1998 - March 2003
Skills
Mortgage Lending, Recruiting, Applicant Tracking..., Banking, Talent Acquisition, Branch Management, Sales, HR Consulting, Employment Law, Cold Calling Experience, Interviews, Leadership, Lead Generation, Sourcing, Job Coaching, Resume Writing, Employee Benefits, HR Policies, Diversity & Inclusion, Hiring, College Recruiting, Management, Human Resources, HRIS, Cold Calling, PeopleSoft, Coaching, Onboarding, Financial Services, Employee Relations, Training
Education
Glendale Community College 1989 — 1991
Wells Fargo August 2013 - Present
Wells Fargo January 2010 - July 2013
Wachovia, A Wells Fargo Company January 2007 - January 2010
World Savings December 2005 - January 2007
American Express October 2003 - December 2005
Multiple Choice Mortgage May 2003 - October 2003
Spectrum Financial Group March 2003 - May 2003
World Savings July 1998 - March 2003
Skills
Mortgage Lending, Recruiting, Applicant Tracking..., Banking, Talent Acquisition, Branch Management, Sales, HR Consulting, Employment Law, Cold Calling Experience, Interviews, Leadership, Lead Generation, Sourcing, Job Coaching, Resume Writing, Employee Benefits, HR Policies, Diversity & Inclusion, Hiring, College Recruiting, Management, Human Resources, HRIS, Cold Calling, PeopleSoft, Coaching, Onboarding, Financial Services, Employee Relations, Training
Education
Glendale Community College 1989 — 1991
Emily Bass Emily Bass's Spectrum Financial Group Experience May 2008 - August 2008
Job Public Relations Manager at FanDuel Inc.
Industry Public Relations and Communications
Experience
FanDuel Inc. April 2015 - Present
Diffusion PR December 2013 - April 2015
Brodeur Partners February 2013 - November 2013
Brodeur Worldwide August 2010 - February 2013
Nordstrom December 2005 - July 2010
Chaloner Associates June 2009 - August 2009
Spectrum Financial Group May 2008 - August 2008
Skills
Press Releases, Marketing, Public Relations, Media Relations, PowerPoint, Social Networking, Customer Service, Editing
Education
James Madison University 2006 — 2010
BBA, Marketing
James Madison University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
FanDuel Inc. April 2015 - Present
Diffusion PR December 2013 - April 2015
Brodeur Partners February 2013 - November 2013
Brodeur Worldwide August 2010 - February 2013
Nordstrom December 2005 - July 2010
Chaloner Associates June 2009 - August 2009
Spectrum Financial Group May 2008 - August 2008
Skills
Press Releases, Marketing, Public Relations, Media Relations, PowerPoint, Social Networking, Customer Service, Editing
Education
James Madison University 2006 — 2010
BBA, Marketing
James Madison University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Dan Luna's Spectrum Financial Group Experience November 2014 - Present
Job Financial & Insurance Services Professional at Spectrum Financial Group
Industry Insurance
Experience
Spectrum Financial Group November 2014 - Present
CYA Benefits January 2014 - December 2014
ANI Direct, LP November 2001 - June 2012
Network Associates/PGP January 2001 - October 2001
Premier Mortgage Group January 2000 - January 2001
Bankston Linc/Mercury SAAB March 1997 - January 2000
Skills
Health Insurance, Cafeteria Plans, Flexible Spending..., Health Savings Accounts, HRA, Universal Life, Term Life Insurance, Life Insurance, Leadership, Leadership Development, Team Leadership, Business Process..., Interactive..., Project Management, Team Management, Event Planning, Event Management, Fundraising, Marketing, Drip Marketing, Partner Management, Sales Management, Encryption, Network Security, McAfee, Information Security, PGP, Computer Security, DLP, Networking, Channel Partners, Go-to-market Strategy, Sales Enablement, Internet Security, SaaS, Lead Generation, Sales Process, Vulnerability Assessment, Data Security, Sales, Business Alliances, Management, Solution Selling, Demand Generation, Security Audits, Multi-channel Marketing, Channel Sales, Account Management, Promoters, Mortgage Lending
Education
Choice Center Leadership 2012 — 2013
Leadership, Elevate Emotional Intelligence - EQ
University of North Texas 1988 — 1992
BA, Marketing
LD Bell
Spectrum Financial Group November 2014 - Present
CYA Benefits January 2014 - December 2014
ANI Direct, LP November 2001 - June 2012
Network Associates/PGP January 2001 - October 2001
Premier Mortgage Group January 2000 - January 2001
Bankston Linc/Mercury SAAB March 1997 - January 2000
Skills
Health Insurance, Cafeteria Plans, Flexible Spending..., Health Savings Accounts, HRA, Universal Life, Term Life Insurance, Life Insurance, Leadership, Leadership Development, Team Leadership, Business Process..., Interactive..., Project Management, Team Management, Event Planning, Event Management, Fundraising, Marketing, Drip Marketing, Partner Management, Sales Management, Encryption, Network Security, McAfee, Information Security, PGP, Computer Security, DLP, Networking, Channel Partners, Go-to-market Strategy, Sales Enablement, Internet Security, SaaS, Lead Generation, Sales Process, Vulnerability Assessment, Data Security, Sales, Business Alliances, Management, Solution Selling, Demand Generation, Security Audits, Multi-channel Marketing, Channel Sales, Account Management, Promoters, Mortgage Lending
Education
Choice Center Leadership 2012 — 2013
Leadership, Elevate Emotional Intelligence - EQ
University of North Texas 1988 — 1992
BA, Marketing
LD Bell
David Fierabend. 623-451-5400 David Fierabend. 623-451-5400's Spectrum Financial Group Experience March 2007 - July 2007
Job Licensed Mortgage Originator, NMLS#203834 at Homeowners Financial Group USA, LLC NMLS#93718
Industry Financial Services
Experience
Homeowners Financial Group USA, LLC June 2014 - Present
Academy Mortgage Corporation April 2014 - June 2014
Guaranteed Rate April 2013 - April 2014
Suburban Mortgage, Inc. October 2007 - April 2013
Core Mortgage Group, LLC July 2007 - October 2007
Spectrum Financial Group March 2007 - July 2007
Great Southwest Mortgage February 2007 - March 2007
Hamilton Mortgage Company September 2006 - February 2007
HomeSmart 2007 - 2007
Suburban Mortgage, Inc. August 1993 - September 2006
Skills
FHA, First Time Home Buyers, VA loans, USDA, Mortgage Lending, Refinance, Mortgage Banking, FHA financing, Residential Mortgages, Loan Origination, Loans, Government Loans, Jumbo Mortgage, Mortgage Underwriting, Management, Residential Homes, Home, Real Estate, Credit Analysis, Investment Properties, Commercial Mortgages, Real Estate Financing, Underwriting, Referrals, Real Estate Economics, Mortgage Marketing, Investors, REO, Construction Loans, Short Sales, Credit, Funding, Banking, Rates, Investments, Leadership, Foreclosures, Commercial Lending, Property, Loss Mitigation, Consumer Lending, Single Family Homes, Condos, Real Estate Transactions, HUD, Sellers, Home Equity Loans, Selling, FHA Financing, VA Loans
Education
University of Phoenix 1991 — 1992
BSBA
University of Arizona 1986 — 1990
Finance, Real Estate
Moon Valley 1982 — 1986
Homeowners Financial Group USA, LLC June 2014 - Present
Academy Mortgage Corporation April 2014 - June 2014
Guaranteed Rate April 2013 - April 2014
Suburban Mortgage, Inc. October 2007 - April 2013
Core Mortgage Group, LLC July 2007 - October 2007
Spectrum Financial Group March 2007 - July 2007
Great Southwest Mortgage February 2007 - March 2007
Hamilton Mortgage Company September 2006 - February 2007
HomeSmart 2007 - 2007
Suburban Mortgage, Inc. August 1993 - September 2006
Skills
FHA, First Time Home Buyers, VA loans, USDA, Mortgage Lending, Refinance, Mortgage Banking, FHA financing, Residential Mortgages, Loan Origination, Loans, Government Loans, Jumbo Mortgage, Mortgage Underwriting, Management, Residential Homes, Home, Real Estate, Credit Analysis, Investment Properties, Commercial Mortgages, Real Estate Financing, Underwriting, Referrals, Real Estate Economics, Mortgage Marketing, Investors, REO, Construction Loans, Short Sales, Credit, Funding, Banking, Rates, Investments, Leadership, Foreclosures, Commercial Lending, Property, Loss Mitigation, Consumer Lending, Single Family Homes, Condos, Real Estate Transactions, HUD, Sellers, Home Equity Loans, Selling, FHA Financing, VA Loans
Education
University of Phoenix 1991 — 1992
BSBA
University of Arizona 1986 — 1990
Finance, Real Estate
Moon Valley 1982 — 1986
Gloria O. Chapman Gloria O. Chapman's Spectrum Financial Group Experience October 1998 - January 2010
Job Financial Advisor at Cambridge Legacy Group
Industry Financial Services
Experience
Cambridge Legacy Group January 2010 - Present
Spectrum Financial Group October 1998 - January 2010
Skills
Financial Planning, Insurance, Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial...
Education
University of Michigan 1970 — 1972
B.S.N., Psychology
Cambridge Legacy Group January 2010 - Present
Spectrum Financial Group October 1998 - January 2010
Skills
Financial Planning, Insurance, Retirement Planning, Investments, Estate Planning, Wealth Management, Strategic Financial...
Education
University of Michigan 1970 — 1972
B.S.N., Psychology
Lacey Knotek Lacey Knotek's Spectrum Financial Group Experience March 2003 - November 2004
Job Enthusiastic Event Coordinator seeking Event Management Position
Industry Events Services
Experience
J. HILBURN MEN'S CLOTHIER May 2012 - February 2013
Restland Memorial Park May 2011 - November 2011
N/A September 2007 - May 2010
Outback Steakhouse January 2008 - February 2009
ESRD Network 14 June 1998 - November 2007
Society of Petroleum Engineers September 2006 - April 2007
First Horizon November 2004 - January 2006
Spectrum Financial Group March 2003 - November 2004
Skills
Time Management, Marketing, Public Speaking, Budgets, Financial Analysis, Event Planning, Event Management, Customer Service, Sales, Accounts Payable, Fundraising, Management, Strategic Planning, Teamwork, Hospitality, Restaurants, Food, Leadership
Education
Texas A&M University 1997 — 2002
Bachelor of Science, Psychology & Business
Texas A&M University 1997 — 2002
Bachelor of Science (BS), Psychology & Business
The University of Texas at Dallas
Masters of Science, Management Administrative Sciences, Finance & Marketing Emphasis
J. HILBURN MEN'S CLOTHIER May 2012 - February 2013
Restland Memorial Park May 2011 - November 2011
N/A September 2007 - May 2010
Outback Steakhouse January 2008 - February 2009
ESRD Network 14 June 1998 - November 2007
Society of Petroleum Engineers September 2006 - April 2007
First Horizon November 2004 - January 2006
Spectrum Financial Group March 2003 - November 2004
Skills
Time Management, Marketing, Public Speaking, Budgets, Financial Analysis, Event Planning, Event Management, Customer Service, Sales, Accounts Payable, Fundraising, Management, Strategic Planning, Teamwork, Hospitality, Restaurants, Food, Leadership
Education
Texas A&M University 1997 — 2002
Bachelor of Science, Psychology & Business
Texas A&M University 1997 — 2002
Bachelor of Science (BS), Psychology & Business
The University of Texas at Dallas
Masters of Science, Management Administrative Sciences, Finance & Marketing Emphasis
Jenny Vitucci's Spectrum Financial Group Experience February 2005 - January 2008
Job Social Partnerships Community Manager at Oracle
Industry Media Production
Experience
Along Came Splendor January 2012 - Present
Oracle Social April 2012 - December 2013
You+Media March 2011 - May 2012
Lauren Publications, Inc. January 2008 - January 2011
Spectrum Financial Group February 2005 - January 2008
Fraser Financial Group November 2003 - February 2005
Skills
Social Media, Marketing, Social Networking, Online Advertising, Social Media Marketing, Marketing Communications, Facebook, Digital Marketing, Public Relations, Online Marketing, Digital Strategy, Marketing Strategy, Account Management, Email Marketing, Google Analytics, Recruiting, Lead Generation, Integrated Marketing, Content Strategy, Digital Media
Education
University of Oklahoma 1997 — 2001
Bachelor of Arts (B.A.)
Lake Highlands High School 1994 — 1997
Along Came Splendor January 2012 - Present
Oracle Social April 2012 - December 2013
You+Media March 2011 - May 2012
Lauren Publications, Inc. January 2008 - January 2011
Spectrum Financial Group February 2005 - January 2008
Fraser Financial Group November 2003 - February 2005
Skills
Social Media, Marketing, Social Networking, Online Advertising, Social Media Marketing, Marketing Communications, Facebook, Digital Marketing, Public Relations, Online Marketing, Digital Strategy, Marketing Strategy, Account Management, Email Marketing, Google Analytics, Recruiting, Lead Generation, Integrated Marketing, Content Strategy, Digital Media
Education
University of Oklahoma 1997 — 2001
Bachelor of Arts (B.A.)
Lake Highlands High School 1994 — 1997
jeremi mcmaster jeremi mcmaster's Spectrum Financial Group Experience January 2003 - June 2004
Job Ceo at Freehomerefi.com
Industry Marketing and Advertising
Experience
FREE Home Refi.com January 2004 - Present
FreeHomeRefi.Com January 2004 - Present
Barrington Capital June 2004 - February 2008
Spectrum Financial Group January 2003 - June 2004
Education
Orange Coast College 1996 — 2000
General, School of Hard Knocks
FREE Home Refi.com January 2004 - Present
FreeHomeRefi.Com January 2004 - Present
Barrington Capital June 2004 - February 2008
Spectrum Financial Group January 2003 - June 2004
Education
Orange Coast College 1996 — 2000
General, School of Hard Knocks
Jon Littlefield Jon Littlefield's Spectrum Financial Group Experience May 2004 - May 2005
Job Realtor at West USA Realty
Industry Real Estate
Experience
West USA Realty March 2014 - Present
Tempus Real Estate Group October 2012 - March 2014
Eagle First Realty August 2011 - November 2012
Arizona Realty One Group December 2009 - August 2011
Classic Mortgage Solutions May 2009 - December 2009
United Broker's Group June 2009 - October 2009
HomeSmart Realty January 2006 - June 2009
HomeRun Financial April 2008 - May 2009
Core Mortgage Group May 2005 - April 2008
Spectrum Financial Group May 2004 - May 2005
Skills
First Time Home Buyers, FHA, Investors, Real Estate Investment, Realty, Real Estate, First Time Buyers, Purchase, Investment Properties, Short Sales, Home, Residential, Condos, Selling, New Home Sales, Single Family Homes, Relocation, Negotiation, Residential Homes, Vacation Homes, Buyer Representation, Buyers, Real Property, Sellers, Referrals, Foreclosures, Loans, Mortgage Lending, Real Estate Investor, Listings, Property, Residential Mortgages, REO, SFR, Certified Mortgage..., Real Estate Transactions, HUD, ABR, New Homes, Relocation Buyers, Income Properties, Townhomes, Real Estate Financing, Resellers, Seller Representation, Seniors, Refinance, VA loans, Luxury, Rentals
Education
University of Phoenix 1996 — 1998
MBA, Organizational Management
Arizona State University 1989 — 1994
BS, Business Management
West USA Realty March 2014 - Present
Tempus Real Estate Group October 2012 - March 2014
Eagle First Realty August 2011 - November 2012
Arizona Realty One Group December 2009 - August 2011
Classic Mortgage Solutions May 2009 - December 2009
United Broker's Group June 2009 - October 2009
HomeSmart Realty January 2006 - June 2009
HomeRun Financial April 2008 - May 2009
Core Mortgage Group May 2005 - April 2008
Spectrum Financial Group May 2004 - May 2005
Skills
First Time Home Buyers, FHA, Investors, Real Estate Investment, Realty, Real Estate, First Time Buyers, Purchase, Investment Properties, Short Sales, Home, Residential, Condos, Selling, New Home Sales, Single Family Homes, Relocation, Negotiation, Residential Homes, Vacation Homes, Buyer Representation, Buyers, Real Property, Sellers, Referrals, Foreclosures, Loans, Mortgage Lending, Real Estate Investor, Listings, Property, Residential Mortgages, REO, SFR, Certified Mortgage..., Real Estate Transactions, HUD, ABR, New Homes, Relocation Buyers, Income Properties, Townhomes, Real Estate Financing, Resellers, Seller Representation, Seniors, Refinance, VA loans, Luxury, Rentals
Education
University of Phoenix 1996 — 1998
MBA, Organizational Management
Arizona State University 1989 — 1994
BS, Business Management
BRIGITTE EDMONDS BRIGITTE EDMONDS's Spectrum Financial Group Experience October 2003 - March 2004
Job MORTGAGE CLOSER / FUNDER at Paramount Residential Mortgage Group Inc. (PRMG Inc.)
Industry Real Estate
Experience
Paramount Residential Mortgage Group Inc. (PRMG Inc.) March 2012 - Present
CATALYST LENDING January 2009 - 2012
ASSURITY FINANCIAL January 2008 - August 2008
SCME MORTGAGE BANKERS June 2006 - October 2007
WELLS FARGO September 2004 - June 2006
AEGIS WHOLESALE CORP March 2004 - August 2004
SPECTRUM FINANCIAL GROUP October 2003 - March 2004
SUNTRUST MORTGAGE CORP February 2002 - October 2003
FLEET MORTGAGE GROUP July 2001 - February 2002
CARL I. BROWN MORTGAGE CO. November 1996 - January 2001
Skills
FHA
Education
University of Colorado Boulder 1981 — 1983
PSYCHOLOGY
Paramount Residential Mortgage Group Inc. (PRMG Inc.) March 2012 - Present
CATALYST LENDING January 2009 - 2012
ASSURITY FINANCIAL January 2008 - August 2008
SCME MORTGAGE BANKERS June 2006 - October 2007
WELLS FARGO September 2004 - June 2006
AEGIS WHOLESALE CORP March 2004 - August 2004
SPECTRUM FINANCIAL GROUP October 2003 - March 2004
SUNTRUST MORTGAGE CORP February 2002 - October 2003
FLEET MORTGAGE GROUP July 2001 - February 2002
CARL I. BROWN MORTGAGE CO. November 1996 - January 2001
Skills
FHA
Education
University of Colorado Boulder 1981 — 1983
PSYCHOLOGY
Chelsea Kitchens's Spectrum Financial Group Experience October 2012 - July 2014
Job Executive Assistant to the President at Barney Holland Oil Company/Fuelman of DFW
Industry Oil & Energy
Experience
Barney Holland Oil Company/Fuelman of DFW July 2014 - Present
Spectrum Financial Group October 2012 - July 2014
ExpressJet Airlines 2006 - 2007
Skills
Airports, Crew Resource Management, Flights, Flight Safety, Flight Planning, Airlines, Aviation, CFI, Flight Training, Commercial Aviation, Human Factors, Private Pilot, Sabre, Aerospace, Ticketing, Piloting, Amadeus, Aircraft Maintenance, Aircraft, Marketing, Pricing, Travel Technology, Travel Management, Revenue Analysis, Charter, Airline Ticketing, Galileo, Airline Management, Operations Management, Business Travel, Travel Planning, Marketability, Business, Eloqua, Marketing Budget..., ROMI, Loyalty Marketing, Rebranding, Campaign Managment, ExactTarget, General Awesomeness, Friendly Personality, Conversation, Birthdays, Fun, Due Diligence, Facebook, LinkedIn, Customer Satisfaction, Residential Moving
Education
Tarleton State University
Barney Holland Oil Company/Fuelman of DFW July 2014 - Present
Spectrum Financial Group October 2012 - July 2014
ExpressJet Airlines 2006 - 2007
Skills
Airports, Crew Resource Management, Flights, Flight Safety, Flight Planning, Airlines, Aviation, CFI, Flight Training, Commercial Aviation, Human Factors, Private Pilot, Sabre, Aerospace, Ticketing, Piloting, Amadeus, Aircraft Maintenance, Aircraft, Marketing, Pricing, Travel Technology, Travel Management, Revenue Analysis, Charter, Airline Ticketing, Galileo, Airline Management, Operations Management, Business Travel, Travel Planning, Marketability, Business, Eloqua, Marketing Budget..., ROMI, Loyalty Marketing, Rebranding, Campaign Managment, ExactTarget, General Awesomeness, Friendly Personality, Conversation, Birthdays, Fun, Due Diligence, Facebook, LinkedIn, Customer Satisfaction, Residential Moving
Education
Tarleton State University
Randy Black, CFP®, CDFA™'s Spectrum Financial Group Experience May 2006 - Present
Job Financial Planner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group May 2006 - Present
University of Texas at Dallas August 2003 - May 2006
Bright Financial Group August 2005 - December 2005
Skills
Accounting, Analysis, Banking, Customer Service, Employee Benefits, Finance, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Life Insurance, Management, Microsoft Excel, Networking, Public Speaking, Retirement, Retirement Planning, Securities, Strategic Financial..., Strategic Planning, Teamwork, Time Management, Wealth Management
Education
The University of Texas at Dallas 2002 — 2006
Spectrum Financial Group May 2006 - Present
University of Texas at Dallas August 2003 - May 2006
Bright Financial Group August 2005 - December 2005
Skills
Accounting, Analysis, Banking, Customer Service, Employee Benefits, Finance, Financial Advisory, Financial Analysis, Financial Services, Insurance, Investments, Leadership, Life Insurance, Management, Microsoft Excel, Networking, Public Speaking, Retirement, Retirement Planning, Securities, Strategic Financial..., Strategic Planning, Teamwork, Time Management, Wealth Management
Education
The University of Texas at Dallas 2002 — 2006
Michael J Barnes's Spectrum Financial Group Experience April 1998 - October 2005
Job President/CEO Velocity Financial, LLC
Industry Financial Services
Experience
Velocity Financial, LLC August 2006 - Present
RG Capital Equity Lending October 2005 - August 2006
Spectrum Financial Group April 1998 - October 2005
Skills
Mortgage Lending, Wealth, Tax, FHA, Refinance, Loans, Residential Mortgages, Mortgage Banking, Loan Origination, VA loans, USDA, Certified Mortgage..., Credit, First Time Home Buyers, FHA financing, Real Estate, Underwriting, Investment Properties, Real Estate Financing, Mortgage Coach, Short Sales, Real Estate Transactions, Finance, Referrals, Investors, REO, Loss Mitigation, Mortgage Underwriting, Leadership, Real Estate Economics, Funding, Residential Homes, Real Property, Credit Analysis, Foreclosures, Commercial Real Estate, Loan Servicing, Investments, Sales, FHA Financing, Sales Management, Financial Structuring, Small Business Lending, Government Loans, HUD, Management, VA Loans
Education
Arizona State University 1983 — 1986
DNF, Accounting and Business Law, DNF,
Velocity Financial, LLC August 2006 - Present
RG Capital Equity Lending October 2005 - August 2006
Spectrum Financial Group April 1998 - October 2005
Skills
Mortgage Lending, Wealth, Tax, FHA, Refinance, Loans, Residential Mortgages, Mortgage Banking, Loan Origination, VA loans, USDA, Certified Mortgage..., Credit, First Time Home Buyers, FHA financing, Real Estate, Underwriting, Investment Properties, Real Estate Financing, Mortgage Coach, Short Sales, Real Estate Transactions, Finance, Referrals, Investors, REO, Loss Mitigation, Mortgage Underwriting, Leadership, Real Estate Economics, Funding, Residential Homes, Real Property, Credit Analysis, Foreclosures, Commercial Real Estate, Loan Servicing, Investments, Sales, FHA Financing, Sales Management, Financial Structuring, Small Business Lending, Government Loans, HUD, Management, VA Loans
Education
Arizona State University 1983 — 1986
DNF, Accounting and Business Law, DNF,
Danielle Swiatek's Spectrum Financial Group Experience 2001 - 2004
Job Senior Event Coordinator The Ride For Roswell at Roswell Park Cancer Institute
Industry Nonprofit Organization Management
Experience
Roswell Park Cancer Institute July 2013 - Present
Homeowners Financial Care Fund 2013 - June 2013
Homeowners Financial Group December 2012 - June 2013
The Research Foundation of SUNY/Hunter James Kelly Research Institute March 2012 - November 2012
Homeowners Financial Group January 2004 - December 2011
Homeowners Financial Group January 2005 - August 2011
Homeowners Financial Group December 2007 - December 2010
Spectrum Financial Group 2001 - 2004
The Phoenician Resort 1998 - 2001
Skills
Time Management, Highly Analytical, Team Oriented, Collaborative Problem..., Self Driven, Able To Multi-task, Building Relationships, Advising, Budgeting, Organizational..., Interpersonal..., Customer Service, Project Management, Attention To Detail, Compassion, Mortgage Banking, Mortgage Lending, FHA, Non-profit Volunteer, Non-profit Director, Finance, Fundraising, Budgets, Legal Advice, Real Estate, Analytical Skills, Self-driven, Team-oriented, Loan Origination, Project Coordination, Non-profit..., Refinance, Residential Mortgages, Investment Properties, Credit, Leadership
Education
Arizona State University 1998 — 2002
Bachelor of Arts, Communication/Business, Magna Cum Laude
Roswell Park Cancer Institute July 2013 - Present
Homeowners Financial Care Fund 2013 - June 2013
Homeowners Financial Group December 2012 - June 2013
The Research Foundation of SUNY/Hunter James Kelly Research Institute March 2012 - November 2012
Homeowners Financial Group January 2004 - December 2011
Homeowners Financial Group January 2005 - August 2011
Homeowners Financial Group December 2007 - December 2010
Spectrum Financial Group 2001 - 2004
The Phoenician Resort 1998 - 2001
Skills
Time Management, Highly Analytical, Team Oriented, Collaborative Problem..., Self Driven, Able To Multi-task, Building Relationships, Advising, Budgeting, Organizational..., Interpersonal..., Customer Service, Project Management, Attention To Detail, Compassion, Mortgage Banking, Mortgage Lending, FHA, Non-profit Volunteer, Non-profit Director, Finance, Fundraising, Budgets, Legal Advice, Real Estate, Analytical Skills, Self-driven, Team-oriented, Loan Origination, Project Coordination, Non-profit..., Refinance, Residential Mortgages, Investment Properties, Credit, Leadership
Education
Arizona State University 1998 — 2002
Bachelor of Arts, Communication/Business, Magna Cum Laude
Lisa Levy's Spectrum Financial Group Experience 2002 - 2005
Job Contract RecruiterCapital One
Industry Banking
Experience
Capital One August 2014 - Present
Freddie Mac April 2012 - July 2014
Capital One June 2011 - March 2012
Grant/Morgan Associates August 2007 - May 2011
CoStar Group April 2005 - August 2007
Spectrum Financial Group 2002 - 2005
Skills
Applicant Tracking..., Contract Recruitment, Technical Recruiting, Internet Recruiting, Executive Search, Sourcing
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Capital One August 2014 - Present
Freddie Mac April 2012 - July 2014
Capital One June 2011 - March 2012
Grant/Morgan Associates August 2007 - May 2011
CoStar Group April 2005 - August 2007
Spectrum Financial Group 2002 - 2005
Skills
Applicant Tracking..., Contract Recruitment, Technical Recruiting, Internet Recruiting, Executive Search, Sourcing
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Kevin Brand's Spectrum Financial Group Experience September 1989 - Present
Job www.TheBrandLegacy.com The Brand Company, LLC Insurance Analysis & Brokerage Since 1957
Industry Financial Services
Experience
Spectrum Financial Group September 1989 - Present
The Brand Company, LLC Insurance Analysis & Brokerage Since 1957 September 1989 - Present
The Brand Company, LLC 1989 - Present
CCFA 2005 - 2012
Skills
Insurance, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Strategic Planning, Negotiation, Fixed Annuities, Finance, Life Insurance, Strategic Partnerships, Small Business, Disability Insurance, Retirement Planning, Securities, Financial Planning, Strategy, Mergers & Acquisitions
Education
The American College 1990 — 1993
LUTCF, Insurance
The University of Texas at Austin 1985 — 1989
BA, English, RMI (Risk Management Insurance)
St. Mark's School of Texas
Spectrum Financial Group September 1989 - Present
The Brand Company, LLC Insurance Analysis & Brokerage Since 1957 September 1989 - Present
The Brand Company, LLC 1989 - Present
CCFA 2005 - 2012
Skills
Insurance, Strategic Financial..., Employee Benefits, Term Life Insurance, Investments, Strategic Planning, Negotiation, Fixed Annuities, Finance, Life Insurance, Strategic Partnerships, Small Business, Disability Insurance, Retirement Planning, Securities, Financial Planning, Strategy, Mergers & Acquisitions
Education
The American College 1990 — 1993
LUTCF, Insurance
The University of Texas at Austin 1985 — 1989
BA, English, RMI (Risk Management Insurance)
St. Mark's School of Texas
Stephen Pitney's Spectrum Financial Group Experience March 2014 - Present
Job Financial Professional
Industry Insurance
Experience
Spectrum Financial Group March 2014 - Present
Ringler Associates February 2006 - Present
Structured Financial Associates April 2004 - January 2006
Farmers Insurance July 2002 - March 2004
Skills
Claim, Liability, Settlement, Workers Compensation, Casualty, Legal Liability, Claims Management, Insurance, Litigation Management, Property & Casualty..., Structured Settlements, Litigation, Commercial Insurance, Medicare, Professional Liability, Risk Management, Commercial Lines, Personal Financial..., Life Insurance, Disability Insurance, General Liability, Healthcare, Product Liability, Sales, Claims, Personal Injury, Casualty Insurance
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science, Corporate Communications
Arlington High School 1995 — 1998
Spectrum Financial Group March 2014 - Present
Ringler Associates February 2006 - Present
Structured Financial Associates April 2004 - January 2006
Farmers Insurance July 2002 - March 2004
Skills
Claim, Liability, Settlement, Workers Compensation, Casualty, Legal Liability, Claims Management, Insurance, Litigation Management, Property & Casualty..., Structured Settlements, Litigation, Commercial Insurance, Medicare, Professional Liability, Risk Management, Commercial Lines, Personal Financial..., Life Insurance, Disability Insurance, General Liability, Healthcare, Product Liability, Sales, Claims, Personal Injury, Casualty Insurance
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science, Corporate Communications
Arlington High School 1995 — 1998
Sarah McCovery's Spectrum Financial Group Experience July 2006 - July 2007
Job Lending Manager, AVP for Quality Inspection Services at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage December 2008 - March 2012
Accredited Home Lenders fka Bear Stearns March 2008 - July 2008
Spectrum Financial Group July 2006 - July 2007
Expanded Mortgage Credit April 2005 - July 2006
Wells Fargo Bank April 2002 - April 2005
Deer Valley Credit Union April 2000 - March 2002
Skills
Mortgage Lending, Credit, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Credit Analysis, Banking, Underwriting, Loss Mitigation, Residential Mortgages, Mortgage Underwriting, Consumer Lending, Risk Management, Financial Risk, USDA
Education
Northern Arizona University 1995 — 1996
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Home Mortgage December 2008 - March 2012
Accredited Home Lenders fka Bear Stearns March 2008 - July 2008
Spectrum Financial Group July 2006 - July 2007
Expanded Mortgage Credit April 2005 - July 2006
Wells Fargo Bank April 2002 - April 2005
Deer Valley Credit Union April 2000 - March 2002
Skills
Mortgage Lending, Credit, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Credit Analysis, Banking, Underwriting, Loss Mitigation, Residential Mortgages, Mortgage Underwriting, Consumer Lending, Risk Management, Financial Risk, USDA
Education
Northern Arizona University 1995 — 1996
Harry Winters III's Spectrum Financial Group Experience 2007 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Spectrum Financial Group 2007 - Present
DreamWorks SKG 1999 - 2007
Education
New York University 1984 — 1986
Spectrum Financial Group 2007 - Present
DreamWorks SKG 1999 - 2007
Education
New York University 1984 — 1986
Icee Strain's Spectrum Financial Group Experience 2008 - February 2012
Job Director, Annual Campaign & New Business Development at United Way of Metropolitan Dallas
Industry Nonprofit Organization Management
Experience
United Way of Metropolitan Dallas April 2015 - Present
Fay + Sawers Productions, LLC January 2013 - Present
INC Management Firm March 2010 - Present
Spectrum Financial Group 2008 - February 2012
Fish & Richardson P.C. October 2003 - August 2008
Skills
Outlook, Microsoft Excel, Non-profits, Event Planning, Microsoft Office, PowerPoint, Marketing, Event Management, Fundraising, Budgets, Marketing Strategy, Marketing Communications, Community Outreach, New Business Development, Sports, Sponsorship, Public Relations
Education
Northeastern University 2010 — 2012
Master's degree, Sports Leadership
University of North Texas 1999 — 2003
Bachelor of Science (B.S.), Political Science
United Way of Metropolitan Dallas April 2015 - Present
Fay + Sawers Productions, LLC January 2013 - Present
INC Management Firm March 2010 - Present
Spectrum Financial Group 2008 - February 2012
Fish & Richardson P.C. October 2003 - August 2008
Skills
Outlook, Microsoft Excel, Non-profits, Event Planning, Microsoft Office, PowerPoint, Marketing, Event Management, Fundraising, Budgets, Marketing Strategy, Marketing Communications, Community Outreach, New Business Development, Sports, Sponsorship, Public Relations
Education
Northeastern University 2010 — 2012
Master's degree, Sports Leadership
University of North Texas 1999 — 2003
Bachelor of Science (B.S.), Political Science
Nicole E. Cameron's Spectrum Financial Group Experience 2004 - 2006
Job Loan Officer at Counsel Mortgage Group
Industry Banking
Experience
Counsel Mortgage Group, LLC January 2015 - Present
Geneva Financial LLC January 2011 - January 2015
Sterling Home Mortgage May 2008 - January 2011
Windsor Capital Mortgage May 2006 - May 2008
Spectrum Financial Group 2004 - 2006
Merrill Lynch January 2002 - January 2004
Skills
Loans, USDA, Investment Properties, Real Estate, First Time Home Buyers, FHA
Education
Arizona State University 1989 — 1992
Bachelor of Science (BS)
Counsel Mortgage Group, LLC January 2015 - Present
Geneva Financial LLC January 2011 - January 2015
Sterling Home Mortgage May 2008 - January 2011
Windsor Capital Mortgage May 2006 - May 2008
Spectrum Financial Group 2004 - 2006
Merrill Lynch January 2002 - January 2004
Skills
Loans, USDA, Investment Properties, Real Estate, First Time Home Buyers, FHA
Education
Arizona State University 1989 — 1992
Bachelor of Science (BS)
Damion Robertson's Spectrum Financial Group Experience February 2014 - November 2014
Job Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Spectrum Financial Group February 2014 - November 2014
Comerica Bank May 2010 - January 2014
Bank of Texas October 2003 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Loans, Retail Banking, Small Business Lending, Strategy
Education
University of Houston 1990 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Edward Jones November 2014 - Present
Spectrum Financial Group February 2014 - November 2014
Comerica Bank May 2010 - January 2014
Bank of Texas October 2003 - June 2010
Skills
Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Loans, Retail Banking, Small Business Lending, Strategy
Education
University of Houston 1990 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Gina Cameron's Spectrum Financial Group Experience November 2006 - November 2007
Job Senior Loan Specialist at First Priority Financial, Inc.
Industry Real Estate
Experience
Gold Canyon Candle November 2007 - Present
Prudential American Associates June 2005 - Present
First Priority Financial, Inc. August 2007 - June 2010
Digitell Cellular a Verizon Wireless Premium Retailer May 2009 - March 2010
Spectrum Financial Group November 2006 - November 2007
Stearns Lending November 2005 - November 2006
Sebring Capital January 2005 - November 2005
Keller Williams Real Estate December 2003 - June 2005
Charles Schwab July 1996 - January 2004
Dan Schwartz Realty September 2002 - December 2003
Education
Arizona State University 1995 — 1999
B.S., Marketing
Gold Canyon Candle November 2007 - Present
Prudential American Associates June 2005 - Present
First Priority Financial, Inc. August 2007 - June 2010
Digitell Cellular a Verizon Wireless Premium Retailer May 2009 - March 2010
Spectrum Financial Group November 2006 - November 2007
Stearns Lending November 2005 - November 2006
Sebring Capital January 2005 - November 2005
Keller Williams Real Estate December 2003 - June 2005
Charles Schwab July 1996 - January 2004
Dan Schwartz Realty September 2002 - December 2003
Education
Arizona State University 1995 — 1999
B.S., Marketing
Aaron Henry's Spectrum Financial Group Experience 1998 - 2004
Job Loan Officer in Arizona 15 years experience
Industry Real Estate
Experience
Peoples Mortgage 2013 - Present
Aaron Henry and Associates 2003 - Present
TruWest Credit Union 2012 - 2013
Bobbie Morgenstern Real Estate 2009 - 2012
BNI 2001 - 2010
Security Mortgage Corporation 2005 - 2009
Spectrum Financial Group 1998 - 2004
Skills
Mortgage Lending, FHA, Residential Homes, Real Estate Financing, Condos, Property, Investments, Mortgage Marketing, Real Estate Investor, Investment Properties, Real Estate, First Time Home Buyers, Short Sales, Sellers, Investors, REO, Single Family Homes, Relocation, Loans, Refinance, Commercial Real Estate, HARP 2.0, Open Access, Upside-down Financing..., VA Financing, Residential Mortgages, Loan Origination, USDA
Education
Staffordshire University 1994 — 1996
DIMM, International Business
Grand Canyon University 1992 — 1994
Bachelor of Business Administration (BBA), English Literature and Business
North Idaho College 1989 — 1992
General
Peoples Mortgage 2013 - Present
Aaron Henry and Associates 2003 - Present
TruWest Credit Union 2012 - 2013
Bobbie Morgenstern Real Estate 2009 - 2012
BNI 2001 - 2010
Security Mortgage Corporation 2005 - 2009
Spectrum Financial Group 1998 - 2004
Skills
Mortgage Lending, FHA, Residential Homes, Real Estate Financing, Condos, Property, Investments, Mortgage Marketing, Real Estate Investor, Investment Properties, Real Estate, First Time Home Buyers, Short Sales, Sellers, Investors, REO, Single Family Homes, Relocation, Loans, Refinance, Commercial Real Estate, HARP 2.0, Open Access, Upside-down Financing..., VA Financing, Residential Mortgages, Loan Origination, USDA
Education
Staffordshire University 1994 — 1996
DIMM, International Business
Grand Canyon University 1992 — 1994
Bachelor of Business Administration (BBA), English Literature and Business
North Idaho College 1989 — 1992
General
Eric Brewer's Spectrum Financial Group Experience October 2014 - Present
Job Financial Services Professional at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group October 2014 - Present
Self-Employed 1993 - 2014
Self-Employed 1993 - 2014
Kent State University 2004 - 2008
Skills
Teaching, Music Education, Music Theory, Composition, Higher Education, Microsoft Office, Classical, Orchestral Music, Chamber Music, Event Planning, Public Speaking, Music, Finance, Performing Arts
Education
Baldwin Wallace University 1997 — 1999
Bachelor of Arts (B.A.), Music Performance, General
Baldwin Wallace University 1997 — 1999
Bachelor of Science (B.S.), Philosophy
Yale University 1997 — 1999
Master of Music, Music Performance, General
Spectrum Financial Group October 2014 - Present
Self-Employed 1993 - 2014
Self-Employed 1993 - 2014
Kent State University 2004 - 2008
Skills
Teaching, Music Education, Music Theory, Composition, Higher Education, Microsoft Office, Classical, Orchestral Music, Chamber Music, Event Planning, Public Speaking, Music, Finance, Performing Arts
Education
Baldwin Wallace University 1997 — 1999
Bachelor of Arts (B.A.), Music Performance, General
Baldwin Wallace University 1997 — 1999
Bachelor of Science (B.S.), Philosophy
Yale University 1997 — 1999
Master of Music, Music Performance, General
Warren Howell's Spectrum Financial Group Experience April 2008 - Present
Job Financial Services Professional at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group April 2008 - Present
CiCi's pizza 2000 - 2008
CiCi's pizza 2000 - 2008
Education
Howard Payne University
Spectrum Financial Group April 2008 - Present
CiCi's pizza 2000 - 2008
CiCi's pizza 2000 - 2008
Education
Howard Payne University
Brad Doherty's Spectrum Financial Group Experience May 2008 - August 2008
Job Examiner at NYS Office of the State Comptroller
Industry Financial Services
Experience
NYS Office of the State Comptroller January 2015 - Present
Village of Cambridge May 2014 - September 2014
Scott & White Memorial Hospital April 2011 - June 2012
Paramount Acceptance Corp August 2008 - April 2011
Spectrum Financial Group May 2008 - August 2008
Baylor University February 2006 - May 2008
YMCA May 2006 - August 2006
Baylor University January 2005 - February 2006
Sears May 2005 - August 2005
Skills
Accounting, Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, Nonprofits, Sales, Marketing, PowerPoint, Personal Financial..., Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning, Tax Accounting, Cost Accounting, Access, Data Analysis, Insurance, Bank Reconciliation
Education
Union Graduate College 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.71/4
Baylor University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services and Planning/ Entrepreneurship
NYS Office of the State Comptroller January 2015 - Present
Village of Cambridge May 2014 - September 2014
Scott & White Memorial Hospital April 2011 - June 2012
Paramount Acceptance Corp August 2008 - April 2011
Spectrum Financial Group May 2008 - August 2008
Baylor University February 2006 - May 2008
YMCA May 2006 - August 2006
Baylor University January 2005 - February 2006
Sears May 2005 - August 2005
Skills
Accounting, Management, Budgets, Microsoft Office, Microsoft Excel, Financial Analysis, Nonprofits, Sales, Marketing, PowerPoint, Personal Financial..., Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning, Tax Accounting, Cost Accounting, Access, Data Analysis, Insurance, Bank Reconciliation
Education
Union Graduate College 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, 3.71/4
Baylor University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Financial Services and Planning/ Entrepreneurship
Sharon J. Baca, MBA, MSFS, CFP®'s Spectrum Financial Group Experience 2003 - April 2013
Job Financial Advisor at Level Four Advisory Services, LLC
Industry Financial Services
Experience
Level Four Advisory Services, LLC April 2013 - Present
Sharon J. Baca, CFP® 1993 - Present
Spectrum Financial Group 2003 - April 2013
Prince of Peace Catholic Community, Plano 1993 - April 2013
Gekiere and Associates 1991 - 2003
DBG&H Unlimited 1974 - 1988
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Long Term Care Insurance, Investment Management, Disability Insurance, Strategic Planning, Business Strategy, Finance, Investments
Education
Leadership Texas 1985 — 1985
Texas, Women and Leadership
Southern Methodist University - Cox School of Business 1979 — 1981
MBA
The University of Dallas 1964 — 1968
Bachelor of Arts (B.A.), History, English & Philosophy
Level Four Advisory Services, LLC April 2013 - Present
Sharon J. Baca, CFP® 1993 - Present
Spectrum Financial Group 2003 - April 2013
Prince of Peace Catholic Community, Plano 1993 - April 2013
Gekiere and Associates 1991 - 2003
DBG&H Unlimited 1974 - 1988
Skills
Strategic Financial..., Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Long Term Care Insurance, Investment Management, Disability Insurance, Strategic Planning, Business Strategy, Finance, Investments
Education
Leadership Texas 1985 — 1985
Texas, Women and Leadership
Southern Methodist University - Cox School of Business 1979 — 1981
MBA
The University of Dallas 1964 — 1968
Bachelor of Arts (B.A.), History, English & Philosophy
Sherry L. Moss's Spectrum Financial Group Experience 2004 - 2005
Job Moss Wealth Management
Industry Financial Services
Experience
Moss Wealth Management May 2007 - Present
Senior Advisory Group July 2014 - February 2015
Senior Consultants 2013 - June 2014
National City Mortgage 2006 - July 2008
Spectrum Financial Group 2004 - 2005
Skills
Indexed Annuities, Fixed Annuities, Annuity Sales, Life Insurance, Term Life Insurance, IRAs, Strategic Financial..., Retirement Planning, Retirement, Asset Protection, Medicare, Long-term Care, Insurance, Disability Insurance, Health Insurance, Loan Origination, Loans, Mortgage Lending, Mortgage Banking, Construction Loans, Residential Mortgages, FHA, Underwriting, Financial Planning
Education
University of Phoenix 1996 — 1998
MBA, Business
University of Nebraska at Omaha 1982 — 1987
BS, Major - Biology
Moss Wealth Management May 2007 - Present
Senior Advisory Group July 2014 - February 2015
Senior Consultants 2013 - June 2014
National City Mortgage 2006 - July 2008
Spectrum Financial Group 2004 - 2005
Skills
Indexed Annuities, Fixed Annuities, Annuity Sales, Life Insurance, Term Life Insurance, IRAs, Strategic Financial..., Retirement Planning, Retirement, Asset Protection, Medicare, Long-term Care, Insurance, Disability Insurance, Health Insurance, Loan Origination, Loans, Mortgage Lending, Mortgage Banking, Construction Loans, Residential Mortgages, FHA, Underwriting, Financial Planning
Education
University of Phoenix 1996 — 1998
MBA, Business
University of Nebraska at Omaha 1982 — 1987
BS, Major - Biology
Christopher Loren Garces's Spectrum Financial Group Experience May 2005 - August 2005
Job Financial Operations Specialist at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services September 2015 - Present
MedSynergies June 2014 - September 2015
MedSynergies January 2012 - May 2014
MedSynergies January 2011 - December 2011
MedSynergies August 2007 - December 2010
Spectrum Financial Group May 2005 - August 2005
Skills
Financial Analysis, Variance Analysis, Trend Analysis, Financial Reporting, Excel, Microsoft FRx, Contract Analyst, Accounts Receivable, Mergers & Acquisitions, Microsoft Excel, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Account Reconciliation, Forecasting, Finance, Accounting, US GAAP, Team Building, Management, Leadership
Education
The University of Dallas 2012 — 2013
MBA, Finance and Healthcare Administration, 4.0
Arizona State University 2003 — 2007
BS, Finance
Providence Health & Services September 2015 - Present
MedSynergies June 2014 - September 2015
MedSynergies January 2012 - May 2014
MedSynergies January 2011 - December 2011
MedSynergies August 2007 - December 2010
Spectrum Financial Group May 2005 - August 2005
Skills
Financial Analysis, Variance Analysis, Trend Analysis, Financial Reporting, Excel, Microsoft FRx, Contract Analyst, Accounts Receivable, Mergers & Acquisitions, Microsoft Excel, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Process Improvement, Account Reconciliation, Forecasting, Finance, Accounting, US GAAP, Team Building, Management, Leadership
Education
The University of Dallas 2012 — 2013
MBA, Finance and Healthcare Administration, 4.0
Arizona State University 2003 — 2007
BS, Finance
Reveria Gaston's Spectrum Financial Group Experience November 2006 - September 2007
Job Desktop Technician II at American Traffic Solutions
Industry Retail
Experience
American Traffic Solutions May 2012 - Present
Direct Alliance Corp. September 2007 - May 2012
Spectrum Financial Group November 2006 - September 2007
Davis Miles PLLC 2004 - 2005
Education
Arizona State University 2007 — 2011
Computer Science / Embedded Computer System Design
University of Advancing Technology
American Traffic Solutions May 2012 - Present
Direct Alliance Corp. September 2007 - May 2012
Spectrum Financial Group November 2006 - September 2007
Davis Miles PLLC 2004 - 2005
Education
Arizona State University 2007 — 2011
Computer Science / Embedded Computer System Design
University of Advancing Technology
Karl Hanson's Spectrum Financial Group Experience
Job Retirement Plan Administrator at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group
Skills
Retirement Planning
Education
St. Cloud State University
Bachelor of Science (B.S.)
Spectrum Financial Group
Skills
Retirement Planning
Education
St. Cloud State University
Bachelor of Science (B.S.)
Pamela Kilpatrick's Spectrum Financial Group Experience 1991 - 1993
Job Service Delivery Manager at Fujitus North America
Industry Information Technology and Services
Experience
Fujitus America September 1997 - Present
Spectrum Financial Group 1991 - 1993
South Carolina National Bank 1971 - 1985
Skills
Managed Services, Service Management, Service Delivery, IT Service Management, Management, Process Improvement, Outsourcing, Program Management, Team Leadership, ITIL, IT Strategy
Education
Limestone College 1980 — 1983
Associate, Business
Fujitus America September 1997 - Present
Spectrum Financial Group 1991 - 1993
South Carolina National Bank 1971 - 1985
Skills
Managed Services, Service Management, Service Delivery, IT Service Management, Management, Process Improvement, Outsourcing, Program Management, Team Leadership, ITIL, IT Strategy
Education
Limestone College 1980 — 1983
Associate, Business
Krista Stull's Spectrum Financial Group Experience 2002 - 2004
Job Human Resources Manager at AVINTIV, Inc.
Industry Human Resources
Experience
AVINTIV, Inc. August 2012 - Present
AVINTIV, Inc. May 2008 - August 2012
Driveline Retail Merchandising 2006 - 2008
JanPak 2005 - 2006
Spectrum Financial Group 2002 - 2004
Lowe's 1994 - 2001
Skills
Employee Relations, Workforce Planning, Recruiting, Human Resources, Compensation & Benefit, Talent Management, Process Improvement, Employee Engagement, Training, Leadership, Organizational..., Employee Training, Leadership Development, New Hire Orientations, Onboarding, Management, Talent Acquisition, FMLA, Benefits Administration, Sourcing, Succession Planning, Labor Relations, HR Policies, Performance Management, Employee Benefits, Applicant Tracking..., Personnel Management, Technical Recruiting, Manufacturing, Strategic Planning
Education
University of North Carolina at Charlotte
English
AVINTIV, Inc. August 2012 - Present
AVINTIV, Inc. May 2008 - August 2012
Driveline Retail Merchandising 2006 - 2008
JanPak 2005 - 2006
Spectrum Financial Group 2002 - 2004
Lowe's 1994 - 2001
Skills
Employee Relations, Workforce Planning, Recruiting, Human Resources, Compensation & Benefit, Talent Management, Process Improvement, Employee Engagement, Training, Leadership, Organizational..., Employee Training, Leadership Development, New Hire Orientations, Onboarding, Management, Talent Acquisition, FMLA, Benefits Administration, Sourcing, Succession Planning, Labor Relations, HR Policies, Performance Management, Employee Benefits, Applicant Tracking..., Personnel Management, Technical Recruiting, Manufacturing, Strategic Planning
Education
University of North Carolina at Charlotte
English
William R. Trey Cashion III's Spectrum Financial Group Experience November 1999 - June 2006
Job Wealth Management/Private Banking
Industry Banking
Experience
Prosperity Bank June 2006 - Present
Spectrum Financial Group November 1999 - June 2006
BCS Heart, LLP October 1995 - October 1999
JVE, A Managed Care Partnership July 1993 - October 1995
Skills
Real Estate Transactions, Loans, Relationship Management, Wealth Management, Banking, Sales, Finance, Public Speaking, Leadership, Investment Properties, Teaching, Financial Analysis, Customer Service
Education
The University of Dallas 1998 — 2001
Master's degree, Theology/Theological Studies
The University of Texas at Austin 1984 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
Washington and Lee University 1982 — 1984
English Language and Literature/Letters
Prosperity Bank June 2006 - Present
Spectrum Financial Group November 1999 - June 2006
BCS Heart, LLP October 1995 - October 1999
JVE, A Managed Care Partnership July 1993 - October 1995
Skills
Real Estate Transactions, Loans, Relationship Management, Wealth Management, Banking, Sales, Finance, Public Speaking, Leadership, Investment Properties, Teaching, Financial Analysis, Customer Service
Education
The University of Dallas 1998 — 2001
Master's degree, Theology/Theological Studies
The University of Texas at Austin 1984 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
Washington and Lee University 1982 — 1984
English Language and Literature/Letters
Joseph Shoeb's Spectrum Financial Group Experience June 2006 - September 2006
Job Budget Analyst at SAIC
Industry Financial Services
Experience
SAIC January 2011 - Present
SAIC May 2010 - January 2011
SAIC November 2006 - May 2010
Spectrum Financial Group June 2006 - September 2006
Long & Foster Companies May 2005 - August 2005
Skills
Analysis, Access, Program Management, Training, Management, Finance, Software Documentation, Budgets, Accounting, Account Reconciliation, Project Planning
Education
James Madison University 2002 — 2006
Bachelor, Business Administration; Finance
SAIC January 2011 - Present
SAIC May 2010 - January 2011
SAIC November 2006 - May 2010
Spectrum Financial Group June 2006 - September 2006
Long & Foster Companies May 2005 - August 2005
Skills
Analysis, Access, Program Management, Training, Management, Finance, Software Documentation, Budgets, Accounting, Account Reconciliation, Project Planning
Education
James Madison University 2002 — 2006
Bachelor, Business Administration; Finance
Richard K. McGuckin, CMPS's Spectrum Financial Group Experience February 1999 - October 2008
Job Senior Loan Officer at CNN Mortgage
Industry Banking
Experience
CNN Mortgage October 2008 - Present
Spectrum Financial Group February 1999 - October 2008
Miner Kennedy & Associates September 1995 - February 1999
Skills
FHA, Mortgage Lending, FHA financing, Loan Origination, Residential Mortgages, Loans, Reverse Mortgages, Credit, First Time Home Buyers, Investment Properties, Mortgage Underwriting, Underwriting, Banking, Finance, Real Estate, Real Estate Economics, USDA, Residential Homes, Home Equity Lines of..., Refinance, Government Loans, Referrals, Foreclosures, Debt Consolidation, Real Estate Financing, 203K
Education
Temple University 1966 — 1967
Bishop McDevitt High School
High School Diploma
CNN Mortgage October 2008 - Present
Spectrum Financial Group February 1999 - October 2008
Miner Kennedy & Associates September 1995 - February 1999
Skills
FHA, Mortgage Lending, FHA financing, Loan Origination, Residential Mortgages, Loans, Reverse Mortgages, Credit, First Time Home Buyers, Investment Properties, Mortgage Underwriting, Underwriting, Banking, Finance, Real Estate, Real Estate Economics, USDA, Residential Homes, Home Equity Lines of..., Refinance, Government Loans, Referrals, Foreclosures, Debt Consolidation, Real Estate Financing, 203K
Education
Temple University 1966 — 1967
Bishop McDevitt High School
High School Diploma
Amin Ghulamali's Spectrum Financial Group Experience 2014 - Present
Job Spectrum Financial Group, Financial Advisor
Industry Financial Services
Experience
Spectrum Financial Group 2014 - Present
Bank of America 2012 - Present
Mehrco Enterprises LLC January 1992 - Present
Bank of America April 2011 - July 2012
Bank of America May 2011 - 2012
Pak Am Investments Inc March 1996 - July 2006
Skills
Microsoft Office, Mortgage Banking, Sales, Customer Service, Banking, Mortgage Lending, Loans, Leadership, Credit, Microsoft Excel, FHA, Credit Cards, Accounting, Analysis, Budgets, Business Strategy, Change Management, Commercial Lending, Finance, Insurance, Loan Origination, Management, Marketing, Refinance, Retail, Small Business Lending, Strategic Planning, Team Leadership, Team Management, Valuation, Risk Management, Financial Reporting, Lines Of Credit, VA loans
Education
Institute of Chartered Accountants of Pakistan 1985 — 1989
Certified Public Accountant, Accounting and Finance
Karachi University 1980 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
Spectrum Financial Group 2014 - Present
Bank of America 2012 - Present
Mehrco Enterprises LLC January 1992 - Present
Bank of America April 2011 - July 2012
Bank of America May 2011 - 2012
Pak Am Investments Inc March 1996 - July 2006
Skills
Microsoft Office, Mortgage Banking, Sales, Customer Service, Banking, Mortgage Lending, Loans, Leadership, Credit, Microsoft Excel, FHA, Credit Cards, Accounting, Analysis, Budgets, Business Strategy, Change Management, Commercial Lending, Finance, Insurance, Loan Origination, Management, Marketing, Refinance, Retail, Small Business Lending, Strategic Planning, Team Leadership, Team Management, Valuation, Risk Management, Financial Reporting, Lines Of Credit, VA loans
Education
Institute of Chartered Accountants of Pakistan 1985 — 1989
Certified Public Accountant, Accounting and Finance
Karachi University 1980 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
Wendy Adrian's Spectrum Financial Group Experience February 2007 - October 2009
Job Administrative Assistant at HaldemanHomme, Inc
Industry Construction
Experience
Haldeman-Homme, Inc July 2010 - Present
Haldeman-Homme, Inc. July 2010 - Present
Books For Africa February 2010 - June 2010
Spectrum Financial Group February 2007 - October 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Access, Contract Negotiation, Customer Service, Budgets, Teamwork, Sales, Account Management, Strategic Planning, Windows, New Business Development, Process Scheduler, Project Management, Management, Team Building, Contract Management, Project Planning, Negotiation
Education
North Hennepin Community College 2014 — 2017
Construction Management
Hamline University 1997 — 2001
BA, Sociology & Criminal Justice
Champlin Park High School 1994 — 1997
Haldeman-Homme, Inc July 2010 - Present
Haldeman-Homme, Inc. July 2010 - Present
Books For Africa February 2010 - June 2010
Spectrum Financial Group February 2007 - October 2009
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Access, Contract Negotiation, Customer Service, Budgets, Teamwork, Sales, Account Management, Strategic Planning, Windows, New Business Development, Process Scheduler, Project Management, Management, Team Building, Contract Management, Project Planning, Negotiation
Education
North Hennepin Community College 2014 — 2017
Construction Management
Hamline University 1997 — 2001
BA, Sociology & Criminal Justice
Champlin Park High School 1994 — 1997
Brian Girard's Spectrum Financial Group Experience April 2006 - April 2011
Job Cadillac Sales at Sewell
Industry Retail
Experience
Ideal Brillance March 2011 - May 2012
Spectrum Financial Group April 2006 - April 2011
Fidelity Investments April 2001 - March 2006
Education
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
Ideal Brillance March 2011 - May 2012
Spectrum Financial Group April 2006 - April 2011
Fidelity Investments April 2001 - March 2006
Education
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
Dell James's Spectrum Financial Group Experience July 2014 - Present
Job Partner at Spectrum Financial Group
Industry Banking
Experience
Spectrum Financial Group July 2014 - Present
American General Life and Accident November 2011 - November 2013
Skills
New Business Development, Business Strategy, Business Planning, Operations Management, Sales Management, Insurance, Health Insurance, Disability Insurance, Long-term Care, Civil Litigation, Life Insurance, Management, Sales, Finance, Small Business, Financial Services, Team Building, Entrepreneurship, Strategic Planning, Investments, Business Networking, Portfolio Management, Leadership, Coaching, Strategy, Marketing, Training, Financial Analysis, Retirement Planning, Public Speaking, Team Leadership
Education
South Texas College of Law 1995 — 1997
Doctor of Law (JD), Law
University of North Texas 1990 — 1995
Bachelor of Science (B.S.), Political Science and Government
Spectrum Financial Group July 2014 - Present
American General Life and Accident November 2011 - November 2013
Skills
New Business Development, Business Strategy, Business Planning, Operations Management, Sales Management, Insurance, Health Insurance, Disability Insurance, Long-term Care, Civil Litigation, Life Insurance, Management, Sales, Finance, Small Business, Financial Services, Team Building, Entrepreneurship, Strategic Planning, Investments, Business Networking, Portfolio Management, Leadership, Coaching, Strategy, Marketing, Training, Financial Analysis, Retirement Planning, Public Speaking, Team Leadership
Education
South Texas College of Law 1995 — 1997
Doctor of Law (JD), Law
University of North Texas 1990 — 1995
Bachelor of Science (B.S.), Political Science and Government
Robert Lamoreaux CFP(R),ChFC, CLU's Spectrum Financial Group Experience 1998 - Present
Job Partner at Spectrum Financial Group
Industry Financial Services
Experience
Spectrum Financial Group 1998 - Present
Education
The American College
Chartered Financial Consultant
College for Financial Planning
Certified Financial Planner
The American College
Chartered Life Underwriter
SMU 1969 — 1970
Master of Business Administration (MBA), Finance, General
SMU 1965 — 1969
BBA, Finance, General
Spectrum Financial Group 1998 - Present
Education
The American College
Chartered Financial Consultant
College for Financial Planning
Certified Financial Planner
The American College
Chartered Life Underwriter
SMU 1969 — 1970
Master of Business Administration (MBA), Finance, General
SMU 1965 — 1969
BBA, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY