Stonecrest Financial
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Stonecrest Financial Employees
Employee
Years
Job
Industry
Ngoc Trieu Ngoc Trieu's Stonecrest Financial Experience July 2014 - May 2015
Job Accounting Associate at Stonecrest Financial
Industry Accounting
Experience
Stonecrest Financial July 2014 - May 2015
The Madame Tam Bistro May 2014 - July 2014
PwC January 2014 - May 2014
San Jose State University April 2013 - May 2014
San Jose State University January 2013 - May 2014
De Anza College September 2009 - June 2012
Skills
Microsoft Excel, Teamwork, Accounting, Microsoft Word, Research, Microsoft Office, PowerPoint, Customer Service, English, Financial Analysis, Data Entry, Accounts Payable, QuickBooks, Management, Finance, Sage 100 ERP
Education
Golden Gate University 2015 — 2016
Master's degree, Taxation
San Jose State University 2012 — 2014
Bachelor's degree, Accounting, Major GPA: 4.0; SJSU GPA: 3.99
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Stonecrest Financial July 2014 - May 2015
The Madame Tam Bistro May 2014 - July 2014
PwC January 2014 - May 2014
San Jose State University April 2013 - May 2014
San Jose State University January 2013 - May 2014
De Anza College September 2009 - June 2012
Skills
Microsoft Excel, Teamwork, Accounting, Microsoft Word, Research, Microsoft Office, PowerPoint, Customer Service, English, Financial Analysis, Data Entry, Accounts Payable, QuickBooks, Management, Finance, Sage 100 ERP
Education
Golden Gate University 2015 — 2016
Master's degree, Taxation
San Jose State University 2012 — 2014
Bachelor's degree, Accounting, Major GPA: 4.0; SJSU GPA: 3.99
De Anza College 2009 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
KC Sediqi's Stonecrest Financial Experience May 2012 - Present
Job Sr. Asset Manager at Stonecrest Financial
Industry Real Estate
Experience
Stonecrest Financial May 2012 - Present
Stonecrest Investments May 2009 - Present
Skills
Real Estate, Selling, Investment Properties, Sellers, Short Sales, First Time Home Buyers, REO, Investors, Foreclosures, Real Estate Transactions, Residential Homes, Property
Education
California State University-Fullerton - College of Business and Economics 2004 — 2008
Finance & Marketing
Stonecrest Financial May 2012 - Present
Stonecrest Investments May 2009 - Present
Skills
Real Estate, Selling, Investment Properties, Sellers, Short Sales, First Time Home Buyers, REO, Investors, Foreclosures, Real Estate Transactions, Residential Homes, Property
Education
California State University-Fullerton - College of Business and Economics 2004 — 2008
Finance & Marketing
Leigh Faber's Stonecrest Financial Experience March 2015 - Present
Job Operations Manager at Stonecrest Financial
Industry Financial Services
Experience
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Stonecrest Financial March 2015 - Present
Independent Consultant September 2013 - March 2015
Family Office Exchange May 2011 - January 2013
Huron Consulting Group September 2009 - May 2011
Santa Fe Investment Advisors February 2008 - January 2009
Hovde Capital October 2003 - November 2006
Banc of America Securities October 2001 - September 2003
Interland Corporation February 1997 - December 2000
First Union National Bank June 1995 - January 1997
Western Federal Savings Bank/Resolution Trust Corp. March 1992 - April 1995
Skills
Hedge Funds, Alternative Assets, Real Estate, Banking, Client Services, Investments, Alternative Investments, Financial Services, Asset Managment, Portfolio Management, Due Diligence, Asset Management, Securities, Communication Skills, Strategic Planning, Private Equity, Fund Of Funds, Venture Capital, Investor Relations, Corporate Finance, Finance, Financial Advisory, Financial Markets, Asset Allocation
Education
Loyola Marymount University
Bachelor's degree
Loyola Marymount University
Victor Lazarov's Stonecrest Financial Experience June 2011 - September 2013
Job Wealth Advisory Intern at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2015 - Present
Stonecrest Financial June 2011 - September 2013
Education
California State Polytechnic University-Pomona 2011 — 2015
Business Administration: Finance, Real Estate, and Law, Financial Planning and Services
Universidad Antonio de Nebrija 2013 — 2014
Spanish Language and Literature
Silicon Valley Bank July 2015 - Present
Stonecrest Financial June 2011 - September 2013
Education
California State Polytechnic University-Pomona 2011 — 2015
Business Administration: Finance, Real Estate, and Law, Financial Planning and Services
Universidad Antonio de Nebrija 2013 — 2014
Spanish Language and Literature
Nilomi Desai-Patel's Stonecrest Financial Experience May 2014 - Present
Job Commerical Real Estate Lender Stonecrest Financial
Industry Banking
Experience
Stonecrest Financial May 2014 - Present
JP Morgan Chase October 2010 - February 2014
Pacific Capital Bancorp November 2005 - January 2010
Bank of America May 1998 - November 2005
Wells Fargo Bank April 1994 - November 1998
Skills
Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Portfolio Management, Management, Sales, Treasury Management, Credit Analysis, Cash Management, Investments, Finance, Financial Risk, Credit, Wealth Management, Lines Of Credit, Small Business Lending, SBA, Commercial Mortgages, Loan Origination, Relationship Management, Cross Selling, Retail Banking, Deposits, Mortgage Lending, Credit Risk, Consumer Lending
Education
San Jose State University 1997 — 1999
Finance- Marketing
Stonecrest Financial May 2014 - Present
JP Morgan Chase October 2010 - February 2014
Pacific Capital Bancorp November 2005 - January 2010
Bank of America May 1998 - November 2005
Wells Fargo Bank April 1994 - November 1998
Skills
Commercial Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Portfolio Management, Management, Sales, Treasury Management, Credit Analysis, Cash Management, Investments, Finance, Financial Risk, Credit, Wealth Management, Lines Of Credit, Small Business Lending, SBA, Commercial Mortgages, Loan Origination, Relationship Management, Cross Selling, Retail Banking, Deposits, Mortgage Lending, Credit Risk, Consumer Lending
Education
San Jose State University 1997 — 1999
Finance- Marketing
Richard Barna's Stonecrest Financial Experience June 2012 - Present
Job Stonecrest Financial Commercial RE Lending
Industry Banking
Experience
Stonecrest Financial June 2012 - Present
Western Commercial Finance, LLC May 2008 - July 2012
Bayview Financial January 2007 - May 2008
BAYVIEW FINANCIAL, LLP January 2007 - May 2008
Wells Fargo February 2001 - October 2006
BANK OF AMERICA January 1998 - January 2001
REMEDIATION CAPITAL CORPORATION January 1994 - January 1998
Skills
Commercial Underwriting, Commercial Lending, Commercial Mortgages, Loans, Small Business Lending, Real Estate Financing, Mortgage, Commercial Finance, Lines Of Credit, Leases, Loan Origination, Credit Analysis, Credit, Commercial Banking, Real Estate Finance, Portfolio Management, Loan Structuring, Banking, Financial Analysis, Cash Management, Due Diligence, Structured Finance, Investment Properties, Credit Risk, Mergers, Cash Flow, Cash Flow Forecasting, Private Equity, Risk Management, New Business Development, Compliance, Commercial Real Estate, Mortgage Lending, Treasury Management, Finance, Management, Business Development, Asset Based Lending, CRM, Financial Services, Real Estate, Asset Management, Funding, Mortgage Banking, Refinance, SBA, Relationship Management, Residential Mortgages, Consumer Lending, Small Business
Education
Fullerton College 1978 — 1980
Certificate, Accounting
California State University-Long Beach 1970 — 1973
BACHELOR OF ARTS, PHILOSOPHY
Stonecrest Financial June 2012 - Present
Western Commercial Finance, LLC May 2008 - July 2012
Bayview Financial January 2007 - May 2008
BAYVIEW FINANCIAL, LLP January 2007 - May 2008
Wells Fargo February 2001 - October 2006
BANK OF AMERICA January 1998 - January 2001
REMEDIATION CAPITAL CORPORATION January 1994 - January 1998
Skills
Commercial Underwriting, Commercial Lending, Commercial Mortgages, Loans, Small Business Lending, Real Estate Financing, Mortgage, Commercial Finance, Lines Of Credit, Leases, Loan Origination, Credit Analysis, Credit, Commercial Banking, Real Estate Finance, Portfolio Management, Loan Structuring, Banking, Financial Analysis, Cash Management, Due Diligence, Structured Finance, Investment Properties, Credit Risk, Mergers, Cash Flow, Cash Flow Forecasting, Private Equity, Risk Management, New Business Development, Compliance, Commercial Real Estate, Mortgage Lending, Treasury Management, Finance, Management, Business Development, Asset Based Lending, CRM, Financial Services, Real Estate, Asset Management, Funding, Mortgage Banking, Refinance, SBA, Relationship Management, Residential Mortgages, Consumer Lending, Small Business
Education
Fullerton College 1978 — 1980
Certificate, Accounting
California State University-Long Beach 1970 — 1973
BACHELOR OF ARTS, PHILOSOPHY
Christina Vuong's Stonecrest Financial Experience August 2012 - August 2015
Job Assurance Staff at Ernst & Young
Industry Accounting
Experience
EY August 2015 - Present
Stonecrest Financial August 2012 - August 2015
Stonecrest Financial May 2009 - July 2012
Stonecrest Financial April 2008 - April 2009
Stonecrest Financial September 2005 - April 2008
Skills
Real Estate, Property Management, Investment Properties, Sales, Financial Analysis, Loans, Customer Service, Mortgage Lending, Investments, Outlook, Microsoft Office, PowerPoint, Commercial Real Estate, Financial Accounting, Account Reconciliation, General Ledger, Portfolio Management
Education
San Jose State University 2013 — 2015
BS, Business Administration, Accounting, Major: 3.8
EY August 2015 - Present
Stonecrest Financial August 2012 - August 2015
Stonecrest Financial May 2009 - July 2012
Stonecrest Financial April 2008 - April 2009
Stonecrest Financial September 2005 - April 2008
Skills
Real Estate, Property Management, Investment Properties, Sales, Financial Analysis, Loans, Customer Service, Mortgage Lending, Investments, Outlook, Microsoft Office, PowerPoint, Commercial Real Estate, Financial Accounting, Account Reconciliation, General Ledger, Portfolio Management
Education
San Jose State University 2013 — 2015
BS, Business Administration, Accounting, Major: 3.8
Lisa Wendl's Stonecrest Financial Experience May 2010 - Present
Job Mortgage and Hard Money Loan Specialist
Industry Real Estate
Experience
Stonecrest Financial May 2010 - Present
Innovest Corporation 1992 - 2010
Applied Biosystems October 1989 - May 1992
Education
University of Illinois at Chicago 1987 — 1989
MBA, Finance
Fudan University 1981 — 1985
BS, Business
Stonecrest Financial May 2010 - Present
Innovest Corporation 1992 - 2010
Applied Biosystems October 1989 - May 1992
Education
University of Illinois at Chicago 1987 — 1989
MBA, Finance
Fudan University 1981 — 1985
BS, Business
Matt Lehman's Stonecrest Financial Experience February 2013 - Present
Job Commercial Lending at Stonecrest Financial
Industry Real Estate
Experience
Stonecrest Financial February 2013 - Present
Modern Broker March 2012 - February 2013
MaxOn Technologies March 2012 - September 2012
Mohr Partners February 2010 - March 2012
Grubb & Ellis September 2009 - January 2010
Skills
Real Estate, Cold Calling, Marketing, Microsoft Excel, Customer Service, Location Intelligence, Strategic Planning, Contract Negotiation, Sales, Social Media, Advertising, Microsoft Office, Negotiation, PowerPoint, Financial Analysis, Event Planning, Financial Modeling, Leases, Budgets, Brokerage, Property Management
Education
Southern Methodist University 2005 — 2009
B.A., Economics and Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Minor, Business
Palos Verdes Peninsula High School 2001 — 2005
Stonecrest Financial February 2013 - Present
Modern Broker March 2012 - February 2013
MaxOn Technologies March 2012 - September 2012
Mohr Partners February 2010 - March 2012
Grubb & Ellis September 2009 - January 2010
Skills
Real Estate, Cold Calling, Marketing, Microsoft Excel, Customer Service, Location Intelligence, Strategic Planning, Contract Negotiation, Sales, Social Media, Advertising, Microsoft Office, Negotiation, PowerPoint, Financial Analysis, Event Planning, Financial Modeling, Leases, Budgets, Brokerage, Property Management
Education
Southern Methodist University 2005 — 2009
B.A., Economics and Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Minor, Business
Palos Verdes Peninsula High School 2001 — 2005
Jenna Jahic's Stonecrest Financial Experience January 2005 - January 2011
Job President at MJS Investment Group
Industry Real Estate
Experience
MJS Investment Group 2011 - Present
STONECREST FINANCIAL January 2005 - January 2011
SPARES NOW, INC January 2003 - January 2005
TRACTEC TECHNOLOGIES INC January 1999 - January 2003
Skills
Financial Reporting, Account Reconciliation, GAAP, Auditing, Fixed Assets, General Ledger, Accounting, Variance Analysis
Education
San Jose City College
Associate of Science (A.S.), Accounting and Business/Management
University Bosnia & Herzegovina
B.S, Accounting / Economics
MJS Investment Group 2011 - Present
STONECREST FINANCIAL January 2005 - January 2011
SPARES NOW, INC January 2003 - January 2005
TRACTEC TECHNOLOGIES INC January 1999 - January 2003
Skills
Financial Reporting, Account Reconciliation, GAAP, Auditing, Fixed Assets, General Ledger, Accounting, Variance Analysis
Education
San Jose City College
Associate of Science (A.S.), Accounting and Business/Management
University Bosnia & Herzegovina
B.S, Accounting / Economics
Jeremy Salamera's Stonecrest Financial Experience November 2014 - Present
Job Senior Lending Officer, SBA/Investor at Stonecrest Financial
Industry Banking
Experience
Stonecrest Financial November 2014 - Present
CA Statewide CDC April 2013 - Present
Union Bank May 2011 - May 2013
Wells Fargo 2004 - 2011
Skills
Lines Of Credit, Commercial Banking, Loans, Small Business Lending, Commercial Lending
Education
University of Oregon
Stonecrest Financial November 2014 - Present
CA Statewide CDC April 2013 - Present
Union Bank May 2011 - May 2013
Wells Fargo 2004 - 2011
Skills
Lines Of Credit, Commercial Banking, Loans, Small Business Lending, Commercial Lending
Education
University of Oregon