Stage 1 Financial
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Stage 1 Financial Employees
Employee
Years
Job
Industry
Matt Stearns Matt Stearns's Stage 1 Financial Experience June 2014 - May 2015
Job Vice President, Risk Analytics at PennyMac Loan Services, LLC
Industry Insurance
Experience
PennyMac Loan Services, LLC August 2015 - Present
Farmers Insurance June 2015 - Present
Stage 1 Financial June 2014 - May 2015
PennyMac March 2013 - June 2014
PennyMac December 2011 - March 2013
Bank of America December 2010 - December 2011
Bank of America April 2009 - December 2010
Countrywide January 2008 - April 2009
Countrywide July 2007 - December 2007
Skills
Analysis, Credit, Analytics, Capital Markets, Financial Risk, Mortgage Banking, Finance, Mortgage Lending, Portfolio Management, Secondary Mortgage..., SQL, Residential Mortgages, Microsoft Excel, PowerPoint, Mortgage, Access, Excel, Visual Basic, Risk, SharePoint, MySQL, Visual Studio, Transaction Management, Due Diligence, Structured Finance, Credit Risk, Contract Negotiation, Financial Modeling, Risk Management, Financial Analysis, Leadership
Education
University of Notre Dame 2004 — 2007
B.A., Political Science
PennyMac Loan Services, LLC August 2015 - Present
Farmers Insurance June 2015 - Present
Stage 1 Financial June 2014 - May 2015
PennyMac March 2013 - June 2014
PennyMac December 2011 - March 2013
Bank of America December 2010 - December 2011
Bank of America April 2009 - December 2010
Countrywide January 2008 - April 2009
Countrywide July 2007 - December 2007
Skills
Analysis, Credit, Analytics, Capital Markets, Financial Risk, Mortgage Banking, Finance, Mortgage Lending, Portfolio Management, Secondary Mortgage..., SQL, Residential Mortgages, Microsoft Excel, PowerPoint, Mortgage, Access, Excel, Visual Basic, Risk, SharePoint, MySQL, Visual Studio, Transaction Management, Due Diligence, Structured Finance, Credit Risk, Contract Negotiation, Financial Modeling, Risk Management, Financial Analysis, Leadership
Education
University of Notre Dame 2004 — 2007
B.A., Political Science
Derek Brown Derek Brown's Stage 1 Financial Experience July 2014 - October 2014
Job Finance and Accounting Leader and Non Profit Board Member
Industry Accounting
Experience
Stage 1 Financial July 2014 - October 2014
Intuit April 2009 - January 2014
PETCO Animal Supplies, Inc. January 2006 - August 2007
Advanced Marketing Services 1999 - 2005
DH Technology 1997 - 1999
Qualcomm 1997 - 1998
Johnson & Johnson 1987 - 1997
Skills
Forecasting, Accounting, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Purchasing, Inventory Management, Process Improvement, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act, QuickBooks, Income Statement, General Ledger, Retail, Merchandising, Analysis, Management, Leadership, Oracle Applications, Finance, Cost Accounting, Managerial Finance, Financial Audits, Competitive Analysis, Cash Management, Variance Analysis, GAAP, Acquisition Integration, Outsourcing, Oracle E-Business Suite, Business Process..., Team Leadership, Business Planning, Financial Reporting, Pricing, Account Reconciliation, Financial Accounting, Fixed Assets, Invoicing, Strategic Financial..., Journal Entries, Business Analysis, Corporate Finance, Mergers & Acquisitions, Consulting, Budgeting, Strategic Planning
Education
Rutgers University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Stage 1 Financial July 2014 - October 2014
Intuit April 2009 - January 2014
PETCO Animal Supplies, Inc. January 2006 - August 2007
Advanced Marketing Services 1999 - 2005
DH Technology 1997 - 1999
Qualcomm 1997 - 1998
Johnson & Johnson 1987 - 1997
Skills
Forecasting, Accounting, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Purchasing, Inventory Management, Process Improvement, Budgets, Sarbanes-Oxley, Sarbanes-Oxley Act, QuickBooks, Income Statement, General Ledger, Retail, Merchandising, Analysis, Management, Leadership, Oracle Applications, Finance, Cost Accounting, Managerial Finance, Financial Audits, Competitive Analysis, Cash Management, Variance Analysis, GAAP, Acquisition Integration, Outsourcing, Oracle E-Business Suite, Business Process..., Team Leadership, Business Planning, Financial Reporting, Pricing, Account Reconciliation, Financial Accounting, Fixed Assets, Invoicing, Strategic Financial..., Journal Entries, Business Analysis, Corporate Finance, Mergers & Acquisitions, Consulting, Budgeting, Strategic Planning
Education
Rutgers University 1979 — 1983
Bachelor of Arts (B.A.), Accounting
Kevin Meurer Kevin Meurer's Stage 1 Financial Experience May 2014 - Present
Job VP Shared Service and Operations at Stage 1 Financial
Industry Financial Services
Experience
Stage 1 Financial May 2014 - Present
Abaci Financial 2010 - April 2014
PostNet August 2008 - August 2010
Skills
Small Business, Training, Financial Analysis, Accounting, Marketing, Finance, Customer Service, Team Building, Microsoft Office, Managerial Finance, New Business Development, Strategic Planning, Financial Reporting, Marketing Strategy, Access
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Stage 1 Financial May 2014 - Present
Abaci Financial 2010 - April 2014
PostNet August 2008 - August 2010
Skills
Small Business, Training, Financial Analysis, Accounting, Marketing, Finance, Customer Service, Team Building, Microsoft Office, Managerial Finance, New Business Development, Strategic Planning, Financial Reporting, Marketing Strategy, Access
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Alfredo Ayala Alfredo Ayala's Stage 1 Financial Experience August 2015 - Present
Job Account Manager at Stage 1 Financial | MBA Canidate
Industry Accounting
Experience
Stage 1 Financial August 2015 - Present
Chase February 2011 - May 2014
MassMutual Financial Group April 2010 - January 2011
City of Upland September 2007 - March 2010
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Sales, Strategic Planning, Data Analysis, Customer Service, Analysis, Marketing, Process Improvement, PowerPoint, Strategy, Banking, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
UCLA Extension 2014 — 2015
Accounting
University of La Verne 2006 — 2010
Bachelor of Science (B.S.), International Business & Language Concentration in Spanish
Stage 1 Financial August 2015 - Present
Chase February 2011 - May 2014
MassMutual Financial Group April 2010 - January 2011
City of Upland September 2007 - March 2010
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Sales, Strategic Planning, Data Analysis, Customer Service, Analysis, Marketing, Process Improvement, PowerPoint, Strategy, Banking, Financial Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
UCLA Extension 2014 — 2015
Accounting
University of La Verne 2006 — 2010
Bachelor of Science (B.S.), International Business & Language Concentration in Spanish
Elsa Cortez's Stage 1 Financial Experience August 2014 - May 2015
Job CEO at Pingere Vita, LLC
Industry Financial Services
Experience
Pingere Vita, LLC January 2015 - Present
Self-Employed Photography and Graphic Design June 2013 - Present
Self Employed Musician January 1998 - Present
Stage 1 Financial August 2014 - May 2015
The Main Street Museum January 2012 - May 2014
Skills
Cost Accounting, Managerial Finance, Social Media Marketing, Classical Guitar, Spanish, Non-Profit Accounting, Graphic Design, Painting, Film Production, Soccer, Music Production, Orchestration, Percussion, Cello, Customer Service, Management, Strategic Planning, Marketing, Social Media, Advertising, Financial Analysis, Business, Small Business, Microsoft Excel, Entrepreneurship, Team Building, Social Networking, Sales, Budgets, Business Development, Strategy, Finance, Financial Reporting, Business Strategy, Public Speaking, Forecasting, Coaching, Team Leadership, Project Management, Start-ups, Business Planning, Auditing, Process Improvement, Retail, Financial Accounting, Accounts Receivable, General Ledger, Microsoft Word, Photoshop, Management Consulting
Education
University of Colorado Denver 2011 — 2015
Bachelor's degree, Accounting and Finance
Pingere Vita, LLC January 2015 - Present
Self-Employed Photography and Graphic Design June 2013 - Present
Self Employed Musician January 1998 - Present
Stage 1 Financial August 2014 - May 2015
The Main Street Museum January 2012 - May 2014
Skills
Cost Accounting, Managerial Finance, Social Media Marketing, Classical Guitar, Spanish, Non-Profit Accounting, Graphic Design, Painting, Film Production, Soccer, Music Production, Orchestration, Percussion, Cello, Customer Service, Management, Strategic Planning, Marketing, Social Media, Advertising, Financial Analysis, Business, Small Business, Microsoft Excel, Entrepreneurship, Team Building, Social Networking, Sales, Budgets, Business Development, Strategy, Finance, Financial Reporting, Business Strategy, Public Speaking, Forecasting, Coaching, Team Leadership, Project Management, Start-ups, Business Planning, Auditing, Process Improvement, Retail, Financial Accounting, Accounts Receivable, General Ledger, Microsoft Word, Photoshop, Management Consulting
Education
University of Colorado Denver 2011 — 2015
Bachelor's degree, Accounting and Finance
Kay Yamaguchi, CPA, CPCC Kay Yamaguchi, CPA, CPCC's Stage 1 Financial Experience June 2014 - Present
Job Accounting Manager at Stage 1 Financial
Industry Accounting
Experience
Stage 1 Financial June 2014 - Present
Kay Yamaguchi Life Coaching September 2012 - Present
Seki Nishimura & Watase LLP April 2012 - June 2014
PwC September 2008 - April 2012
Education
University of California, Irvine 2004 — 2008
Bachelor's degree, Economics
The Coaching Institute
Stage 1 Financial June 2014 - Present
Kay Yamaguchi Life Coaching September 2012 - Present
Seki Nishimura & Watase LLP April 2012 - June 2014
PwC September 2008 - April 2012
Education
University of California, Irvine 2004 — 2008
Bachelor's degree, Economics
The Coaching Institute
Selhorn, Eric's Stage 1 Financial Experience September 2014 - October 2014
Job Associate Manager at The Siegfried Group
Industry Automotive
Experience
The Siegfried Group October 2014 - Present
Stage 1 Financial September 2014 - October 2014
UQM Technologies August 2010 - August 2014
Deloitte September 2009 - June 2010
Deloitte September 2007 - September 2009
Education
Boston College 2003 — 2007
The Siegfried Group October 2014 - Present
Stage 1 Financial September 2014 - October 2014
UQM Technologies August 2010 - August 2014
Deloitte September 2009 - June 2010
Deloitte September 2007 - September 2009
Education
Boston College 2003 — 2007
Jeremy Triefenbach's Stage 1 Financial Experience October 2013 - Present
Job CoFounder and CFO at Stage 1 Financial
Industry Outsourcing/Offshoring
Experience
Stage 1 Financial October 2013 - Present
The Drybar August 2012 - March 2014
Activision January 2012 - August 2012
PricewaterhouseCoopers January 2004 - January 2012
US Navy December 1995 - December 1999
Skills
Medical Devices, Pharmaceutical Industry, Renewable Energy, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, SEC filings, US GAAP, GAAP, Due Diligence, Retail, Video Games, Start-ups, Financial Accounting, Forecasting, Financial Analysis, Corporate Tax, International Tax, Consolidation, Managerial Finance, CPA, Sarbanes-Oxley, SEC Filings
Education
Samford University 2005 — 2006
MBA, Business
University of Missouri-Saint Louis 2000 — 2003
BA, Accounting
University of Missouri-Saint Louis 2000 — 2003
BA, Finance
Stage 1 Financial October 2013 - Present
The Drybar August 2012 - March 2014
Activision January 2012 - August 2012
PricewaterhouseCoopers January 2004 - January 2012
US Navy December 1995 - December 1999
Skills
Medical Devices, Pharmaceutical Industry, Renewable Energy, Auditing, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, SEC filings, US GAAP, GAAP, Due Diligence, Retail, Video Games, Start-ups, Financial Accounting, Forecasting, Financial Analysis, Corporate Tax, International Tax, Consolidation, Managerial Finance, CPA, Sarbanes-Oxley, SEC Filings
Education
Samford University 2005 — 2006
MBA, Business
University of Missouri-Saint Louis 2000 — 2003
BA, Accounting
University of Missouri-Saint Louis 2000 — 2003
BA, Finance
Michele Fitzgerald-Winick's Stage 1 Financial Experience May 2015 - Present
Job CFO Engagement and Support at Stage 1 Financial
Industry Financial Services
Experience
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Stage 1 Financial May 2015 - Present
YOGAMAZE January 2014 - May 2015
Fitzgerald-Winick Consulting August 2011 - January 2014
Barclays Wealth August 2010 - August 2011
Merrill Lynch June 2007 - August 2010
The Ryness Company 2004 - 2007
Coldwell Banker 2002 - 2004
L.A. Bike Tours, LLC October 1999 - November 2002
Educational and Tutorial Services May 1993 - June 2000
Skills
Asset Managment, Real Estate, Series 7, Investments, Wealth Management, Retirement Planning, Securities, Portfolio Management, Asset Allocation, Series 63, Mortgage Lending, Estate Planning, Investment Properties, Real Estate Transactions, Public Speaking, Alternative Investments, Fixed Income, Asset Management, Social Media, Financial Advisory, Marketing, Management, Finance, Strategic Planning, Marketing Strategy, Strategy, Equities
Education
Syracuse University 1987 — 1991
BA, S.I. Newhouse School of Communications
Syracuse University - Maxwell School 1987 — 1991
BS, Political Science
Priyang Patel's Stage 1 Financial Experience May 2015 - Present
Job Student at California State UniversityFullerton
Industry
Experience
Stage 1 Financial May 2015 - Present
Medieval Times June 2013 - August 2015
California State University, Fullerton June 2014 - June 2015
California State University, Fullerton August 2013 - June 2014
Medieval Times January 2012 - June 2013
Education
California State University-Fullerton 2012 — 2017
Bachelor of Business Administration (B.B.A.), Dual concenctration of Accounting and Finance
Stage 1 Financial May 2015 - Present
Medieval Times June 2013 - August 2015
California State University, Fullerton June 2014 - June 2015
California State University, Fullerton August 2013 - June 2014
Medieval Times January 2012 - June 2013
Education
California State University-Fullerton 2012 — 2017
Bachelor of Business Administration (B.B.A.), Dual concenctration of Accounting and Finance