The James Street Group
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The James Street Group Employees
Employee
Years
Job
Industry
Serena Fitchard Serena Fitchard's The James Street Group Experience September 2001 - June 2013
Job Staff Counsel, IFS Special Markets at Integrated Financial Settlements
Industry Financial Services
Experience
Integrated Financial Settlements February 2014 - Present
The Plaintiff's Resource, A James Street Group Company June 2013 - February 2014
The James Street Group September 2001 - June 2013
Skills
Customer Service, Legal Writing, Public Speaking, Microsoft Excel, Research, Litigation, Event Planning, Strategic Planning, Courts, Mediation, Insurance, Corporate Law, Legal Research, Personal Injury, Westlaw, Microsoft Office, Civil Litigation, Social Media
Education
St. Mary's University School of Law 2009 — 2013
Juris Doctor
The University of Texas at Austin 1996 — 2000
Bachelor's degree
Integrated Financial Settlements February 2014 - Present
The Plaintiff's Resource, A James Street Group Company June 2013 - February 2014
The James Street Group September 2001 - June 2013
Skills
Customer Service, Legal Writing, Public Speaking, Microsoft Excel, Research, Litigation, Event Planning, Strategic Planning, Courts, Mediation, Insurance, Corporate Law, Legal Research, Personal Injury, Westlaw, Microsoft Office, Civil Litigation, Social Media
Education
St. Mary's University School of Law 2009 — 2013
Juris Doctor
The University of Texas at Austin 1996 — 2000
Bachelor's degree
Briana Blanton Briana Blanton's The James Street Group Experience May 2012 - January 2014
Job Senior Marketing Analyst at Gexa Energy
Industry Marketing and Advertising
Experience
Gexa Energy June 2014 - Present
Mutual of Omaha February 2014 - June 2014
The James Street Group May 2012 - January 2014
deugro (USA), Inc. February 2009 - April 2012
Beazer Homes August 2003 - February 2009
Skills
Event Planning, Online Marketing, Direct Marketing, Collateral Design, Print Collateral, Advertising, Adobe Software, Outdoor Advertising, Online Advertising, Customer Service, Customer Relations, Public Relations, Real Estate, Employee Relations, International Marketing, International Business, New Home Sales, Budgeting, Team Building, Graphic Design, Attention To Detail, Corporate Identity, Corporate Branding, Corporate Events, Team Leadership, Social Marketing, Trade Shows, Bid Preparation, Bid Development, Bid Support, Newsletters, Data Entry, Microsoft Software, Problem Solving, Teamwork, Administration, Signage, Social Events, Travel Planning, Party Planning, Decoration, Organizational..., Interior Design, Personal Development, Personalization, Fundraising, Event Hosting, Office Management, Social Networking, Team Oriented
Education
Sam Houston State University
Bachelor's Degree, Psychology & Marketing
Gexa Energy June 2014 - Present
Mutual of Omaha February 2014 - June 2014
The James Street Group May 2012 - January 2014
deugro (USA), Inc. February 2009 - April 2012
Beazer Homes August 2003 - February 2009
Skills
Event Planning, Online Marketing, Direct Marketing, Collateral Design, Print Collateral, Advertising, Adobe Software, Outdoor Advertising, Online Advertising, Customer Service, Customer Relations, Public Relations, Real Estate, Employee Relations, International Marketing, International Business, New Home Sales, Budgeting, Team Building, Graphic Design, Attention To Detail, Corporate Identity, Corporate Branding, Corporate Events, Team Leadership, Social Marketing, Trade Shows, Bid Preparation, Bid Development, Bid Support, Newsletters, Data Entry, Microsoft Software, Problem Solving, Teamwork, Administration, Signage, Social Events, Travel Planning, Party Planning, Decoration, Organizational..., Interior Design, Personal Development, Personalization, Fundraising, Event Hosting, Office Management, Social Networking, Team Oriented
Education
Sam Houston State University
Bachelor's Degree, Psychology & Marketing
Joe Villarreal Joe Villarreal's The James Street Group Experience April 2008 - September 2011
Job Senior Case Manager at JCR Settlements, LLC
Industry Financial Services
Experience
JCR Settlements, LLC December 2014 - Present
Guardian Settlements, LLC October 2013 - December 2014
Atlas Settlement Group, Inc. September 2011 - September 2013
The James Street Group April 2008 - September 2011
Austin Children's Shelter February 2007 - April 2008
Skills
Public Speaking, Mental Health, Claim, Case Managment, Program Development, Event Planning, Fixed Annuities, Community Outreach, Workers Compensation, Group Therapy, Non-profits, Personal Injury, Crisis Intervention, Social Services, Case Management, Insurance
Education
Texas State University-San Marcos 2003 — 2005
Bachelor of Arts, Psychology
JCR Settlements, LLC December 2014 - Present
Guardian Settlements, LLC October 2013 - December 2014
Atlas Settlement Group, Inc. September 2011 - September 2013
The James Street Group April 2008 - September 2011
Austin Children's Shelter February 2007 - April 2008
Skills
Public Speaking, Mental Health, Claim, Case Managment, Program Development, Event Planning, Fixed Annuities, Community Outreach, Workers Compensation, Group Therapy, Non-profits, Personal Injury, Crisis Intervention, Social Services, Case Management, Insurance
Education
Texas State University-San Marcos 2003 — 2005
Bachelor of Arts, Psychology
Brian Malik Brian Malik's The James Street Group Experience June 2014 - July 2015
Job J.D. Graduate from Fordham University School of Law
Industry Legal Services
Experience
U.S. Trust July 2015 - Present
The James Street Group June 2014 - July 2015
Providus October 2013 - June 2014
HIT Entertainment February 2012 - April 2013
Lincoln Square Legal Services, Inc. January 2012 - May 2012
Law Offices of J.D. Geraigery September 2011 - December 2011
New York City Conflicts of Interest Board June 2011 - August 2011
Food & Wine October 2008 - August 2010
The Container Store November 2003 - September 2008
Skills
Legal Research, Legal Writing, Entertainment Law, Copyright Law, Contract Drafting, Legal Assistance, Legal Documents, Contract Law, Contract Negotiation, Trademarks, Arbitration
Education
Fordham University School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Baylor University 1999 — 2003
Bachelor of Arts (B.A.), Telecommunications
U.S. Trust July 2015 - Present
The James Street Group June 2014 - July 2015
Providus October 2013 - June 2014
HIT Entertainment February 2012 - April 2013
Lincoln Square Legal Services, Inc. January 2012 - May 2012
Law Offices of J.D. Geraigery September 2011 - December 2011
New York City Conflicts of Interest Board June 2011 - August 2011
Food & Wine October 2008 - August 2010
The Container Store November 2003 - September 2008
Skills
Legal Research, Legal Writing, Entertainment Law, Copyright Law, Contract Drafting, Legal Assistance, Legal Documents, Contract Law, Contract Negotiation, Trademarks, Arbitration
Education
Fordham University School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Baylor University 1999 — 2003
Bachelor of Arts (B.A.), Telecommunications
Jessica Metz Jessica Metz's The James Street Group Experience May 2013 - March 2014
Job Executive Assistant at Hajjar Peters
Industry Legal Services
Experience
Hajjar Peters LLP March 2014 - Present
The James Street Group May 2013 - March 2014
Law Offices of Peter L. Klenk & Associates July 2011 - November 2012
Learning Works August 2010 - July 2011
University of Southern Maine September 2006 - May 2011
Dirigo Property Management April 2004 - September 2006
Skills
Administrative..., Legal Writing, Microsoft Office, Non-profits, Social Services, Community Outreach, PowerPoint, Fundraising, Research, Public Speaking, Volunteer Management, Team Building, Grant Writing, Microsoft Word, Microsoft Excel, Human Resources, Project Management, Time Management, Event Planning, Recruiting, OS X, Nonprofits, Social Media, Training
Education
University of Southern Maine 2006 — 2011
BSW, Social Work
Art Institute of Philadelphia 1997 — 1999
AS, Photography
Hajjar Peters LLP March 2014 - Present
The James Street Group May 2013 - March 2014
Law Offices of Peter L. Klenk & Associates July 2011 - November 2012
Learning Works August 2010 - July 2011
University of Southern Maine September 2006 - May 2011
Dirigo Property Management April 2004 - September 2006
Skills
Administrative..., Legal Writing, Microsoft Office, Non-profits, Social Services, Community Outreach, PowerPoint, Fundraising, Research, Public Speaking, Volunteer Management, Team Building, Grant Writing, Microsoft Word, Microsoft Excel, Human Resources, Project Management, Time Management, Event Planning, Recruiting, OS X, Nonprofits, Social Media, Training
Education
University of Southern Maine 2006 — 2011
BSW, Social Work
Art Institute of Philadelphia 1997 — 1999
AS, Photography
Christine Duke, MBA Christine Duke, MBA's The James Street Group Experience July 2010 - February 2014
Job Project Manager, Corporate Technology at HomeAway.com
Industry Events Services
Experience
HomeAway.com October 2014 - Present
HomeAway.com April 2014 - Present
Texas State Alumni Association - Austin Chaper April 2013 - Present
Events August 2009 - Present
The James Street Group July 2010 - February 2014
Texas State University Athletic Department May 2007 - May 2008
Skills
Public Speaking, Fundraising, Event Management, Management, Budgets, Customer Service
Education
Texas State University-San Marcos 2006 — 2008
MBA
Texas State University 2001 — 2006
BBA, Marketing
HomeAway.com October 2014 - Present
HomeAway.com April 2014 - Present
Texas State Alumni Association - Austin Chaper April 2013 - Present
Events August 2009 - Present
The James Street Group July 2010 - February 2014
Texas State University Athletic Department May 2007 - May 2008
Skills
Public Speaking, Fundraising, Event Management, Management, Budgets, Customer Service
Education
Texas State University-San Marcos 2006 — 2008
MBA
Texas State University 2001 — 2006
BBA, Marketing
Gabe Bigger Gabe Bigger's The James Street Group Experience March 2005 - January 2006
Job Sr. Manager Qualification Team at WP Engine
Industry Computer Software
Experience
WP Engine January 2015 - Present
Bigcommerce.com October 2011 - December 2014
Hostgator.com March 2011 - October 2011
TheHumanSolution.com October 2010 - March 2011
Foundation for a Free Society June 2010 - September 2010
Dell Computers Incorporated February 2006 - August 2009
The James Street Group March 2005 - January 2006
South Texas Youth Soccer Association May 2004 - September 2004
Financial Corporation of America November 2001 - April 2003
Skills
Customer Service, Problem Solving, Planning, Case Management, Customer Relations, Salesforce.com, Sales Operations, B2B eCommerce, Public Speaking, Server Administration, Microsoft Office, Community Organizing, Project Planning, E-commerce, Email Marketing, SEO, CRM, Team Building, Online Marketing, PPC, Social Media Marketing, Copywriting, Social Networking, WordPress, Coaching, Technical Support, Business Strategy, Public Relations, Start-ups, SEM, Leadership, Management, Social Media, Training, Google Analytics, Account Management, New Business Development, Process Improvement, Sales Process, Entrepreneurship, Sales, Sales Management, Marketing, Lead Generation, Customer Satisfaction, Networking, Direct Sales, Web Analytics, Online Advertising, SaaS
Education
The University of Texas at Austin 1999 — 2004
Bachelor's Degree of Liberal Arts, Government
Texas A&M University-Kingsville 1998 — 1999
General Studies
WP Engine January 2015 - Present
Bigcommerce.com October 2011 - December 2014
Hostgator.com March 2011 - October 2011
TheHumanSolution.com October 2010 - March 2011
Foundation for a Free Society June 2010 - September 2010
Dell Computers Incorporated February 2006 - August 2009
The James Street Group March 2005 - January 2006
South Texas Youth Soccer Association May 2004 - September 2004
Financial Corporation of America November 2001 - April 2003
Skills
Customer Service, Problem Solving, Planning, Case Management, Customer Relations, Salesforce.com, Sales Operations, B2B eCommerce, Public Speaking, Server Administration, Microsoft Office, Community Organizing, Project Planning, E-commerce, Email Marketing, SEO, CRM, Team Building, Online Marketing, PPC, Social Media Marketing, Copywriting, Social Networking, WordPress, Coaching, Technical Support, Business Strategy, Public Relations, Start-ups, SEM, Leadership, Management, Social Media, Training, Google Analytics, Account Management, New Business Development, Process Improvement, Sales Process, Entrepreneurship, Sales, Sales Management, Marketing, Lead Generation, Customer Satisfaction, Networking, Direct Sales, Web Analytics, Online Advertising, SaaS
Education
The University of Texas at Austin 1999 — 2004
Bachelor's Degree of Liberal Arts, Government
Texas A&M University-Kingsville 1998 — 1999
General Studies
Brittany Harris's The James Street Group Experience December 2009 - January 2014
Job Case Manager at Millennium Settlement Consulting
Industry Financial Services
Experience
Millennium Settlement Consulting March 2014 - Present
The James Street Group December 2009 - January 2014
Skills
Insurance, Fixed Annuities, Financial Planning, Workers Compensation, Claim, Financial Services, Investments
Education
Dallas County Community College 2013 — 2015
Associate's degree, Business Administration and Management, General
Millennium Settlement Consulting March 2014 - Present
The James Street Group December 2009 - January 2014
Skills
Insurance, Fixed Annuities, Financial Planning, Workers Compensation, Claim, Financial Services, Investments
Education
Dallas County Community College 2013 — 2015
Associate's degree, Business Administration and Management, General
Jason Wachs Jason Wachs's The James Street Group Experience June 2010 - September 2011
Job Project Manager at Quest Design & Fabrication, LLC
Industry Design
Experience
Quest Design & Fabrication, LLC June 2014 - Present
Fourth Street Bar & Grill February 2013 - June 2014
Parking Solutions Inc. September 2010 - February 2012
The James Street Group June 2010 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Event Planning, Social Networking, Customer Service, Advertising, Teamwork, Public Speaking, Public Relations, Research, Marketing Communications, Management, Account Management, Sales
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Strategic Communication and Media Studies, Senior
The Ohio State University
Quest Design & Fabrication, LLC June 2014 - Present
Fourth Street Bar & Grill February 2013 - June 2014
Parking Solutions Inc. September 2010 - February 2012
The James Street Group June 2010 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Facebook, Microsoft Excel, Microsoft Word, Social Media Marketing, Event Planning, Social Networking, Customer Service, Advertising, Teamwork, Public Speaking, Public Relations, Research, Marketing Communications, Management, Account Management, Sales
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), Strategic Communication and Media Studies, Senior
The Ohio State University
Candace Stinson Candace Stinson's The James Street Group Experience September 2010 - May 2011
Job Client Services Coordinator at Realty Austin
Industry Real Estate
Experience
Realty Austin April 2012 - Present
Licensed in the State of Texas May 2011 - Present
E-Team Austin Realty May 2011 - March 2012
The James Street Group September 2010 - May 2011
Skills
Real Estate, Marketing, Investment Properties, Sales, Relocation, Sellers, Foreclosures, Advertising, Listings, Management, Marketing Strategy, Selling, Leadership, Real Estate Transactions, Referrals
Education
University of Colorado at Boulder
Bachelor of Arts, Psychology, Sociology, with a certificate in Advertising
Realty Austin April 2012 - Present
Licensed in the State of Texas May 2011 - Present
E-Team Austin Realty May 2011 - March 2012
The James Street Group September 2010 - May 2011
Skills
Real Estate, Marketing, Investment Properties, Sales, Relocation, Sellers, Foreclosures, Advertising, Listings, Management, Marketing Strategy, Selling, Leadership, Real Estate Transactions, Referrals
Education
University of Colorado at Boulder
Bachelor of Arts, Psychology, Sociology, with a certificate in Advertising
Brenda Stephenson Brenda Stephenson's The James Street Group Experience December 2004 - December 2009
Job Senior Client Relationship/Implementation Manager at Garretson Resolution Group
Industry Legal Services
Experience
Garretson Resolution Group February 2014 - Present
The Plaintiff's Resource, A James Street Group Company December 2009 - February 2014
The James Street Group December 2004 - December 2009
Education
The University of Texas at Austin
Government Major, Business Minor
Garretson Resolution Group February 2014 - Present
The Plaintiff's Resource, A James Street Group Company December 2009 - February 2014
The James Street Group December 2004 - December 2009
Education
The University of Texas at Austin
Government Major, Business Minor
Lee Gyomlai Lee Gyomlai's The James Street Group Experience September 2014 - Present
Job Trust Account Manager at The James Street Group
Industry Legal Services
Experience
The James Street Group September 2014 - Present
Lubbock County Office of Dispute Resolution January 2014 - June 2014
American Councils for International Education August 2010 - December 2010
Peace Corps July 2008 - June 2010
Navasota Energy April 2007 - June 2008
US Air Force March 2003 - March 2007
Best Buy August 2001 - March 2003
Nielsen Media Research June 2000 - August 2001
Skills
Grant Writing, Non-profits, Fundraising, Public Speaking, Research, Microsoft Office, Management, Legal Writing, Community Outreach, Legal Research, Editing, Microsoft Excel, International Relations, Community Development, Policy Analysis
Education
Université Jean Moulin (Lyon III) 2013 — 2014
Master of Laws (LL.M.), International and European Business Law, 14.75 (B average)
Texas Tech University School of Law 2011 — 2014
Doctor of Law (J.D.), Law, 3.158
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.608
Mount Olive College 2005 — 2006
Bachelor of Science (B.S.), Accounting and Business Management (double major), 3.9
Community College of the Air Force 2005 — 2006
Associate of Applied Science, Avionic Systems Technology
ITT Technical Institute 1998 — 2000
Associate of Applied Science, Electronics Engineering Technology, 3.9
The James Street Group September 2014 - Present
Lubbock County Office of Dispute Resolution January 2014 - June 2014
American Councils for International Education August 2010 - December 2010
Peace Corps July 2008 - June 2010
Navasota Energy April 2007 - June 2008
US Air Force March 2003 - March 2007
Best Buy August 2001 - March 2003
Nielsen Media Research June 2000 - August 2001
Skills
Grant Writing, Non-profits, Fundraising, Public Speaking, Research, Microsoft Office, Management, Legal Writing, Community Outreach, Legal Research, Editing, Microsoft Excel, International Relations, Community Development, Policy Analysis
Education
Université Jean Moulin (Lyon III) 2013 — 2014
Master of Laws (LL.M.), International and European Business Law, 14.75 (B average)
Texas Tech University School of Law 2011 — 2014
Doctor of Law (J.D.), Law, 3.158
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.608
Mount Olive College 2005 — 2006
Bachelor of Science (B.S.), Accounting and Business Management (double major), 3.9
Community College of the Air Force 2005 — 2006
Associate of Applied Science, Avionic Systems Technology
ITT Technical Institute 1998 — 2000
Associate of Applied Science, Electronics Engineering Technology, 3.9
Michelle Guidry Michelle Guidry's The James Street Group Experience January 2011 - February 2012
Job Escrow Assistant at Hay Compere PLLC
Industry Law Practice
Experience
Hay Compere PLLC July 2012 - Present
The James Street Group January 2011 - February 2012
Wells Fargo January 2010 - January 2011
Skills
Civil Litigation, Residential Homes, Real Estate Transactions, Leases, Marketing, Negotiation, Microsoft Office, Westlaw, Loans, File Management, Outlook, Data Entry, Leadership, Microsoft Word, Short Sales, 10 Key, Mortgage Lending, Administrative..., Real Estate Development, Real Estate, Customer Service, Escrow, Microsoft Excel, Litigation, Social Networking, Insurance, Spreadsheets, Filing, Research, Commercial Real Estate, Sellers, Legal Writing, Condos, Title Insurance, Telephone Skills, Refinance, Corporate Law, Foreclosures, FHA, Event Planning, Investment Properties, Notary Public, Office Management, Legal Research, Public Speaking, Contract Negotiation, Mortgage Banking, Commercial Litigation, First Time Home Buyers, Business
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Psychology
Hay Compere PLLC July 2012 - Present
The James Street Group January 2011 - February 2012
Wells Fargo January 2010 - January 2011
Skills
Civil Litigation, Residential Homes, Real Estate Transactions, Leases, Marketing, Negotiation, Microsoft Office, Westlaw, Loans, File Management, Outlook, Data Entry, Leadership, Microsoft Word, Short Sales, 10 Key, Mortgage Lending, Administrative..., Real Estate Development, Real Estate, Customer Service, Escrow, Microsoft Excel, Litigation, Social Networking, Insurance, Spreadsheets, Filing, Research, Commercial Real Estate, Sellers, Legal Writing, Condos, Title Insurance, Telephone Skills, Refinance, Corporate Law, Foreclosures, FHA, Event Planning, Investment Properties, Notary Public, Office Management, Legal Research, Public Speaking, Contract Negotiation, Mortgage Banking, Commercial Litigation, First Time Home Buyers, Business
Education
Texas State University-San Marcos
Bachelor of Arts (B.A.), Psychology
Kimberly Overby's The James Street Group Experience 2012 - 2014
Job Settlement Planner at The Settlement Alliance
Industry Financial Services
Experience
The Settlement Alliance January 2014 - Present
The James Street Group 2012 - 2014
Skills
Customer Service, Team Building, Marketing, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Public Relations, Insurance, Strategic Planning, Budgets, Process Improvement, Strategic Financial..., Structured Settlements, Sales, Business Development, Leadership
Education
Houston Baptist University - College of Business and Economics
The Settlement Alliance January 2014 - Present
The James Street Group 2012 - 2014
Skills
Customer Service, Team Building, Marketing, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, Public Relations, Insurance, Strategic Planning, Budgets, Process Improvement, Strategic Financial..., Structured Settlements, Sales, Business Development, Leadership
Education
Houston Baptist University - College of Business and Economics
Brandy Turner's The James Street Group Experience September 2004 - February 2014
Job Case Manager at Millennium Settlement Consulting
Industry Financial Services
Experience
The James Street Group September 2004 - February 2014
Skills
Leadership, Insurance, Fixed Annuities, Strategic Financial..., Customer Service, Marketing, Public Speaking, Personal Injury, Microsoft Office, Sales, Strategic Planning, Event Planning, Microsoft Excel, Public Relations, Microsoft Word, Management, Social Media Marketing, Legal Research, Civil Litigation, Real Estate, Legal Writing
Education
The University of Texas at Austin
Bachelor of Journalism, Public Relations/Minor in Business
The James Street Group September 2004 - February 2014
Skills
Leadership, Insurance, Fixed Annuities, Strategic Financial..., Customer Service, Marketing, Public Speaking, Personal Injury, Microsoft Office, Sales, Strategic Planning, Event Planning, Microsoft Excel, Public Relations, Microsoft Word, Management, Social Media Marketing, Legal Research, Civil Litigation, Real Estate, Legal Writing
Education
The University of Texas at Austin
Bachelor of Journalism, Public Relations/Minor in Business
Sherri (Campbell) Dickson's The James Street Group Experience 2006 - December 2013
Job Senior Settlement Consultant, MBA, CSSC
Industry Insurance
Experience
Millennium Settlement Consulting /Dickson Settlement Planning December 2013 - Present
The James Street Group 2006 - December 2013
The Entrepreneur's Source June 2005 - March 2007
Pacific Life April 1999 - June 2005
Transamerica Life Insurance Company March 1997 - April 1999
The Strucutred Settlements Company April 1989 - April 1997
Skills
Business Analysis, Marketing, Customer Service, Small Business, Business Planning, Strategic Planning, Structured Settlements, Settlement Agreements, Needs Analysis, Trusts, Legal Liability, Personal Injury, Strategic Financial..., settlement planning, Special Needs, Team Building, Business Development, Retirement Planning, Fixed Annuities, Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business
San Diego State University-California State University 1981 — 1983
BS, Business Management
Millennium Settlement Consulting /Dickson Settlement Planning December 2013 - Present
The James Street Group 2006 - December 2013
The Entrepreneur's Source June 2005 - March 2007
Pacific Life April 1999 - June 2005
Transamerica Life Insurance Company March 1997 - April 1999
The Strucutred Settlements Company April 1989 - April 1997
Skills
Business Analysis, Marketing, Customer Service, Small Business, Business Planning, Strategic Planning, Structured Settlements, Settlement Agreements, Needs Analysis, Trusts, Legal Liability, Personal Injury, Strategic Financial..., settlement planning, Special Needs, Team Building, Business Development, Retirement Planning, Fixed Annuities, Insurance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business
San Diego State University-California State University 1981 — 1983
BS, Business Management
Bernie Daleo's The James Street Group Experience October 2000 - February 2014
Job Settlement Planner at The Settlement Alliance
Industry Financial Services
Experience
The Settlement Alliance August 2015 - Present
Council Settlement Group April 2014 - August 2015
The James Street Group October 2000 - February 2014
Education
Lamar University 1991 — 1995
The Settlement Alliance August 2015 - Present
Council Settlement Group April 2014 - August 2015
The James Street Group October 2000 - February 2014
Education
Lamar University 1991 — 1995
Jeanette Hall's The James Street Group Experience November 1991 - February 2014
Job Liceinsing & Compliance
Industry Insurance
Experience
The James Street Group November 1991 - February 2014
Skills
Event Planning, Customer Service, Microsoft Office, Microsoft Excel, License Management
Education
McNeese State University 1968 — 1972
Bachelor of Business Administration (B.B.A.), 3.5
The James Street Group November 1991 - February 2014
Skills
Event Planning, Customer Service, Microsoft Office, Microsoft Excel, License Management
Education
McNeese State University 1968 — 1972
Bachelor of Business Administration (B.B.A.), 3.5