Transamerica Financial Services
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Transamerica Financial Services Employees
Employee
Years
Job
Industry
Mike Zastoupil Mike Zastoupil's Transamerica Financial Services Experience 1982 - 1992
Job Vice President Lender Relations, TPO Managment and Review, Brokers, Correspondent and Warehouse Lending
Industry Financial Services
Experience
Comergence Compliance Monitoring, LLC September 2009 - Present
Citi Residential Lending October 2007 - April 2009
AMC Mortgage Services November 2003 - April 2007
Argent Mortgage 2000 - 2003
Ameriquest Mortgage 1992 - 2000
Long Beach Mortgage Corporation 1992 - 1995
Transamerica financial services 1982 - 1992
Skills
Underwriting, Loans, Credit, Loss Mitigation, Due Diligence, Loan Modifications, Advocacy Group Mgmt, Wholesale Operations, Wholesale Lending, Mortgage Lending, Loan Origination, Mortgage Banking, Management, Mortgage Servicing, Real Estate Financing, FHA, Mortgage Underwriting, Loan Servicing, Refinance, Residential Mortgages, Investment Properties, Banking, Risk Management, Leadership, Reverse Mortgages, USDA, Default, FHA financing, Capital Markets, VA loans, Credit Analysis, Executive Management, Credit Risk, Consumer Lending, Funding, Commercial Lending, Commercial Mortgages, Real Estate Economics, Home Equity Loans, Mortgage Marketing, Certified Mortgage..., Government Loans, Finance, FHA Financing, VA Loans
Education
Miller Heiman 2015 — 2015
Strategic / Conceptual Selling
Stanford University Graduate School of Business 2005 — 2006
California State University-Fullerton 1980 — 1986
Marketing Managment
Lowell High School
Lowell High School
Comergence Compliance Monitoring, LLC September 2009 - Present
Citi Residential Lending October 2007 - April 2009
AMC Mortgage Services November 2003 - April 2007
Argent Mortgage 2000 - 2003
Ameriquest Mortgage 1992 - 2000
Long Beach Mortgage Corporation 1992 - 1995
Transamerica financial services 1982 - 1992
Skills
Underwriting, Loans, Credit, Loss Mitigation, Due Diligence, Loan Modifications, Advocacy Group Mgmt, Wholesale Operations, Wholesale Lending, Mortgage Lending, Loan Origination, Mortgage Banking, Management, Mortgage Servicing, Real Estate Financing, FHA, Mortgage Underwriting, Loan Servicing, Refinance, Residential Mortgages, Investment Properties, Banking, Risk Management, Leadership, Reverse Mortgages, USDA, Default, FHA financing, Capital Markets, VA loans, Credit Analysis, Executive Management, Credit Risk, Consumer Lending, Funding, Commercial Lending, Commercial Mortgages, Real Estate Economics, Home Equity Loans, Mortgage Marketing, Certified Mortgage..., Government Loans, Finance, FHA Financing, VA Loans
Education
Miller Heiman 2015 — 2015
Strategic / Conceptual Selling
Stanford University Graduate School of Business 2005 — 2006
California State University-Fullerton 1980 — 1986
Marketing Managment
Lowell High School
Lowell High School
Sheryl Tuchman, SPHR, SHRM-SCP Sheryl Tuchman, SPHR, SHRM-SCP's Transamerica Financial Services Experience April 1991 - January 1998
Job Leadership, Sexual Harassment Prevention, Outplacement, HRCI Recertification Credit,PHR/SPHR Certification Prep,PMI PDUs
Industry Management Consulting
Experience
Tools 2 Succeed, Inc. February 2007 - Present
Baxter Healthcare Corp. July 2002 - February 2007
Global Crossing (now Level 3) July 1998 - November 2001
Transamerica Financial Services April 1991 - January 1998
Skills
Leadership Development, Training & Development, Strategic Planning, E-learning, Organizational..., Organizational..., Employee Surveys, Customer Surveys, Behavioral Assessment, Outplacement, Career Services, Career Counseling, HR Consulting, Employee Handbooks, Team Leadership, Team Building, Workshop Presenter, Leadership Workshops, Staff Training, Training Delivery, Time Management, Setting Priorities, Conflict Management, Conflict Resolution, Supervisory Skills, Attitude, Teamwork, Building Relationships, Business Communications, Performance Management, Performance Appraisal, Customer Focus, Customer Service, Customer Satisfaction, Change Management, Organizational Change, Leading Change, Public Speaking, Speaking Engagements, Seminar Speaker, Conference Speaking, Management Consulting, Operational Planning, Harassment, Discrimination, Career Transitions, Resume Writing, Cover Letters, SPHR, Leadership
Education
University of California, Los Angeles 1979 — 1980
Multiple Subjects Credential, Education
University of California, Los Angeles 1975 — 1979
BA, Linguistics & Psychology
Birmingham High
Mulholland Jr High
Rhoda St Elementary
Tools 2 Succeed, Inc. February 2007 - Present
Baxter Healthcare Corp. July 2002 - February 2007
Global Crossing (now Level 3) July 1998 - November 2001
Transamerica Financial Services April 1991 - January 1998
Skills
Leadership Development, Training & Development, Strategic Planning, E-learning, Organizational..., Organizational..., Employee Surveys, Customer Surveys, Behavioral Assessment, Outplacement, Career Services, Career Counseling, HR Consulting, Employee Handbooks, Team Leadership, Team Building, Workshop Presenter, Leadership Workshops, Staff Training, Training Delivery, Time Management, Setting Priorities, Conflict Management, Conflict Resolution, Supervisory Skills, Attitude, Teamwork, Building Relationships, Business Communications, Performance Management, Performance Appraisal, Customer Focus, Customer Service, Customer Satisfaction, Change Management, Organizational Change, Leading Change, Public Speaking, Speaking Engagements, Seminar Speaker, Conference Speaking, Management Consulting, Operational Planning, Harassment, Discrimination, Career Transitions, Resume Writing, Cover Letters, SPHR, Leadership
Education
University of California, Los Angeles 1979 — 1980
Multiple Subjects Credential, Education
University of California, Los Angeles 1975 — 1979
BA, Linguistics & Psychology
Birmingham High
Mulholland Jr High
Rhoda St Elementary
Rick Cronin Rick Cronin's Transamerica Financial Services Experience November 2010 - Present
Job Wholesaler at Transamerica Financial Services
Industry Financial Services
Experience
Transamerica Financial Services November 2010 - Present
Colorado Financial Partners September 2003 - November 2010
Putnam Hartford Capital Manager July 2002 - August 2003
Skills
Sales Presentations, Client Development, Customer Service, New Business Development, Cross-functional Team..., Strategic Leadership, Creative Strategy, Product Marketing, Product Management, Direct Sales, Building Relationships, Business Development, Financial Services, Investments, Mutual Funds, Relationship Building, Retirement Planning
Education
University of Colorado at Boulder 1992 — 1995
Bachelor of Arts (B.A.), Poli Sci/ Econ
University of Colorado Boulder
Bachelor of Arts (B.A.)
other
other
Transamerica Financial Services November 2010 - Present
Colorado Financial Partners September 2003 - November 2010
Putnam Hartford Capital Manager July 2002 - August 2003
Skills
Sales Presentations, Client Development, Customer Service, New Business Development, Cross-functional Team..., Strategic Leadership, Creative Strategy, Product Marketing, Product Management, Direct Sales, Building Relationships, Business Development, Financial Services, Investments, Mutual Funds, Relationship Building, Retirement Planning
Education
University of Colorado at Boulder 1992 — 1995
Bachelor of Arts (B.A.), Poli Sci/ Econ
University of Colorado Boulder
Bachelor of Arts (B.A.)
other
other
James Bogdanoff James Bogdanoff's Transamerica Financial Services Experience October 1983 - September 1988
Job Licensed Mortgage Professional
Industry Financial Services
Experience
Residential Credit Solutions, Inc June 2015 - Present
Weststar Mortgage Corporation December 2013 - June 2015
Western Finance Services September 1994 - December 2013
SBA January 2013 - June 2013
Mid America Mortgage April 2009 - February 2013
Long Beach Bank 1988 - 1993
Transamerica Financial Services October 1983 - September 1988
Skills
FHA, Mortgage Lending, Refinance, Loans, Real Estate Financing, USDA, Loan Origination, Investment Properties, Credit, Mortgage Banking, Real Estate, Referrals, Commercial Lending, Residential Homes, Finance, Investors, Underwriting, Home Equity Loans, Residential Mortgages, Certified Mortgage..., First Time Home Buyers, FHA financing, Debt Consolidation, VA loans, Construction Loans, Government Loans, Home Equity, Commercial Mortgages, Real Estate Transactions, Mortgage Underwriting, Single Family Homes, Condos, Rates, Mortgage Marketing, Mortgage Servicing, New Home Sales, Relocation, HUD, Real Estate Economics, Non-Conforming, Credit Analysis
Education
San Diego State University
Bachelor's degree
San Diego State University-California State University
Bachelors Degree
Residential Credit Solutions, Inc June 2015 - Present
Weststar Mortgage Corporation December 2013 - June 2015
Western Finance Services September 1994 - December 2013
SBA January 2013 - June 2013
Mid America Mortgage April 2009 - February 2013
Long Beach Bank 1988 - 1993
Transamerica Financial Services October 1983 - September 1988
Skills
FHA, Mortgage Lending, Refinance, Loans, Real Estate Financing, USDA, Loan Origination, Investment Properties, Credit, Mortgage Banking, Real Estate, Referrals, Commercial Lending, Residential Homes, Finance, Investors, Underwriting, Home Equity Loans, Residential Mortgages, Certified Mortgage..., First Time Home Buyers, FHA financing, Debt Consolidation, VA loans, Construction Loans, Government Loans, Home Equity, Commercial Mortgages, Real Estate Transactions, Mortgage Underwriting, Single Family Homes, Condos, Rates, Mortgage Marketing, Mortgage Servicing, New Home Sales, Relocation, HUD, Real Estate Economics, Non-Conforming, Credit Analysis
Education
San Diego State University
Bachelor's degree
San Diego State University-California State University
Bachelors Degree
Bryan Grove Bryan Grove's Transamerica Financial Services Experience September 1992 - June 1994
Job ServiceTown Market Manager at Angie's List
Industry Financial Services
Experience
Angie's List June 2014 - Present
Wolfe Rewards & Loyalty July 2008 - June 2014
AdBase Group December 2007 - May 2008
Delta Funding June 1999 - August 2007
Resource One Corporation January 1996 - June 1998
Patriot Lending Services April 1995 - December 1995
Resource One Corporation June 1994 - April 1995
TransAmerica Financial Services September 1992 - June 1994
Skills
Credit, Mortgage, B2B, Account Management, New Business Development, Team Leadership, Sales Management, Consultative Selling, Customer Service, Process Improvement, Team Building, Mortgage Lending, Loans, Executive Management, Banking, Salesforce.com, Leadership, Selling, Cold Calling, Sales, Customer Retention, Strategic Partnerships, Sales Operations, Business Development, Sales Process, Strategy, Lead Generation, CRM, Call Centers, Marketing, Start-ups, Strategic Planning, Management, E-commerce
Education
Indiana University of Pennsylvania 1988 — 1992
B.A., Economics
Angie's List June 2014 - Present
Wolfe Rewards & Loyalty July 2008 - June 2014
AdBase Group December 2007 - May 2008
Delta Funding June 1999 - August 2007
Resource One Corporation January 1996 - June 1998
Patriot Lending Services April 1995 - December 1995
Resource One Corporation June 1994 - April 1995
TransAmerica Financial Services September 1992 - June 1994
Skills
Credit, Mortgage, B2B, Account Management, New Business Development, Team Leadership, Sales Management, Consultative Selling, Customer Service, Process Improvement, Team Building, Mortgage Lending, Loans, Executive Management, Banking, Salesforce.com, Leadership, Selling, Cold Calling, Sales, Customer Retention, Strategic Partnerships, Sales Operations, Business Development, Sales Process, Strategy, Lead Generation, CRM, Call Centers, Marketing, Start-ups, Strategic Planning, Management, E-commerce
Education
Indiana University of Pennsylvania 1988 — 1992
B.A., Economics
Sharon Wilkinson Sharon Wilkinson's Transamerica Financial Services Experience 1992 - 1994
Job Sales and Marketing Specialist at Impact Disaster Services
Industry Construction
Experience
Impact Disaster Services 2013 - Present
Leader Health & Fitness-Healthy Inspirations 2004 - 2007
Exhibits by Promotion Centre 2000 - 2002
Abbott/Pharmflex 1997 - 1998
MCI 1996 - 1997
Vector Business Systems 1995 - 1996
Transamerica Financial Services 1992 - 1994
Formu-3 Weight Loss 1990 - 1992
Skills
Sales Operations, Contract Negotiation, Marketing Management, B2B, Customer Service, Strategic Planning, Selling, Cold Calling, Product Marketing, Advertising, Sales Process, Salesforce.com, Social Media Marketing, Sales Presentations, Email Marketing, Sales Management, Pharmaceutical Sales
Education
DeSales University 1986 — 1990
Bachelor's degree, Marketing
Bishop Hafey High School 1982 — 1986
Impact Disaster Services 2013 - Present
Leader Health & Fitness-Healthy Inspirations 2004 - 2007
Exhibits by Promotion Centre 2000 - 2002
Abbott/Pharmflex 1997 - 1998
MCI 1996 - 1997
Vector Business Systems 1995 - 1996
Transamerica Financial Services 1992 - 1994
Formu-3 Weight Loss 1990 - 1992
Skills
Sales Operations, Contract Negotiation, Marketing Management, B2B, Customer Service, Strategic Planning, Selling, Cold Calling, Product Marketing, Advertising, Sales Process, Salesforce.com, Social Media Marketing, Sales Presentations, Email Marketing, Sales Management, Pharmaceutical Sales
Education
DeSales University 1986 — 1990
Bachelor's degree, Marketing
Bishop Hafey High School 1982 — 1986
Bill Stewart Bill Stewart's Transamerica Financial Services Experience 1988 - 1990
Job Vice President Business Development at ServiceMaster
Industry Marketing and Advertising
Experience
ServiceMaster (American Home Shield) February 2013 - Present
FreeMonee Network, Inc. July 2012 - December 2012
Affinion Group January 2008 - June 2012
Time Inc. (Synapse Group, Inc.) March 2002 - January 2008
Hippo 2000 - 2002
Vertrue 1996 - 2000
Gabelli-O'Connor Fixed Income Management 1993 - 1996
First Chicago Trust Co. 1990 - 1993
Transamerica Financial Services 1988 - 1990
Skills
Retail, Sales, New Business Development, Digital Media, Direct Marketing, Client Development, Account Management, Direct Response, Marketing, Start-ups, E-commerce, Competitive Analysis, Lead Generation, Direct Mail, Customer Acquisition, Strategy, B2B, Strategic Partnerships, Integrated Marketing, CRM, Marketing Communications, Digital Marketing, Marketing Management, Interactive Marketing, Strategic Planning, Brand Development, Email Marketing, Online Marketing, Product Management, Business Strategy, Merchandising, Product Marketing, Marketing Strategy, Brand Management, Social Media Marketing, Multi-channel Marketing, Online Advertising, Management, Advertising, Business Development, Analytics, Mobile Marketing, Digital Strategy, Salesforce.com, Database Marketing, Customer Retention, Selling, B2B Marketing, SEM
Education
University of Chicago Graduate School of Business
Lake Forest College
BA, English
Maumee Valley Country Day School
College Preparatory
ServiceMaster (American Home Shield) February 2013 - Present
FreeMonee Network, Inc. July 2012 - December 2012
Affinion Group January 2008 - June 2012
Time Inc. (Synapse Group, Inc.) March 2002 - January 2008
Hippo 2000 - 2002
Vertrue 1996 - 2000
Gabelli-O'Connor Fixed Income Management 1993 - 1996
First Chicago Trust Co. 1990 - 1993
Transamerica Financial Services 1988 - 1990
Skills
Retail, Sales, New Business Development, Digital Media, Direct Marketing, Client Development, Account Management, Direct Response, Marketing, Start-ups, E-commerce, Competitive Analysis, Lead Generation, Direct Mail, Customer Acquisition, Strategy, B2B, Strategic Partnerships, Integrated Marketing, CRM, Marketing Communications, Digital Marketing, Marketing Management, Interactive Marketing, Strategic Planning, Brand Development, Email Marketing, Online Marketing, Product Management, Business Strategy, Merchandising, Product Marketing, Marketing Strategy, Brand Management, Social Media Marketing, Multi-channel Marketing, Online Advertising, Management, Advertising, Business Development, Analytics, Mobile Marketing, Digital Strategy, Salesforce.com, Database Marketing, Customer Retention, Selling, B2B Marketing, SEM
Education
University of Chicago Graduate School of Business
Lake Forest College
BA, English
Maumee Valley Country Day School
College Preparatory
Sherman Shew Sherman Shew's Transamerica Financial Services Experience 1996 - 1997
Job Attorney at Law
Industry Law Practice
Experience
Kimball, Tirey & St. John August 2011 - Present
Law Offices of Sherman Shew June 2008 - August 2011
Kimball, Tirey & St. John June 2002 - May 2008
3R Real Estate Corporation 2000 - 2002
Unicor Funding 1997 - 2000
Transamerica Financial Services 1996 - 1997
Quality Mortgage 1994 - 1996
Lewis Homes Management Company 1986 - 1992
Davis and Bolt 1984 - 1986
Mori and Ota (now merged into Kelly, Drye and Warren) 1982 - 1983
Skills
Business, Real Estate, Courts, Foreclosures, Civil Litigation, Microsoft Office, Legal Advice, Mortgage Lending, Legal Compliance, Property Management, Commercial Litigation, Litigation Management, Legal Research, Corporate Law, Mergers & Acquisitions, Breach Of Contract, Commercial Real Estate, Landlord-tenant..., Leases, Legal Writing, Litigation, Appeals, Property Law
Education
UC Hastings College of the Law 1978 — 1982
Juris Doctor, Law
University of California, Berkeley 1979 — 1982
Master of Business Administration, Accounting
California State University -Fresno 1973 — 1978
Bachelor of Science, Business with concentration in Marketing (1st major) and Economics (2d major)
Kimball, Tirey & St. John August 2011 - Present
Law Offices of Sherman Shew June 2008 - August 2011
Kimball, Tirey & St. John June 2002 - May 2008
3R Real Estate Corporation 2000 - 2002
Unicor Funding 1997 - 2000
Transamerica Financial Services 1996 - 1997
Quality Mortgage 1994 - 1996
Lewis Homes Management Company 1986 - 1992
Davis and Bolt 1984 - 1986
Mori and Ota (now merged into Kelly, Drye and Warren) 1982 - 1983
Skills
Business, Real Estate, Courts, Foreclosures, Civil Litigation, Microsoft Office, Legal Advice, Mortgage Lending, Legal Compliance, Property Management, Commercial Litigation, Litigation Management, Legal Research, Corporate Law, Mergers & Acquisitions, Breach Of Contract, Commercial Real Estate, Landlord-tenant..., Leases, Legal Writing, Litigation, Appeals, Property Law
Education
UC Hastings College of the Law 1978 — 1982
Juris Doctor, Law
University of California, Berkeley 1979 — 1982
Master of Business Administration, Accounting
California State University -Fresno 1973 — 1978
Bachelor of Science, Business with concentration in Marketing (1st major) and Economics (2d major)
Gilles Hudelot's Transamerica Financial Services Experience 1999 - 2001
Job Retirement Consultant, H.D. Vest Retirement Services Department
Industry Financial Services
Experience
H.D. Vest Financial Services July 2011 - Present
ING March 2004 - July 2011
Various Brokerage Firm 2001 - 2003
Transamerica Financial Services 1999 - 2001
RBC Dain Rauscher 1996 - 1999
Van Kampen Funds 1991 - 1995
Skills
Retirement, 401k, Series 7, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Mutual Funds
Education
Louisiana State University 1983 — 1989
Bachelor of Arts & Sciences, Speech & Communications
Acadiana High School 1979 — 1983
H.D. Vest Financial Services July 2011 - Present
ING March 2004 - July 2011
Various Brokerage Firm 2001 - 2003
Transamerica Financial Services 1999 - 2001
RBC Dain Rauscher 1996 - 1999
Van Kampen Funds 1991 - 1995
Skills
Retirement, 401k, Series 7, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Mutual Funds
Education
Louisiana State University 1983 — 1989
Bachelor of Arts & Sciences, Speech & Communications
Acadiana High School 1979 — 1983
Brady Sweet Brady Sweet's Transamerica Financial Services Experience 1995 - 1997
Job District Manager, Insperity
Industry Human Resources
Experience
Insperity August 2009 - Present
Citi (purchased ACC Capital) March 1997 - August 2008
ACC Capital Holdings January 2006 - 2007
ACC Capital Holdings September 2001 - January 2006
ACC Capital Holdings April 1998 - January 2001
ACC Capital Holdings March 1997 - 1998
Transamerica Financial Services 1995 - 1997
Skills
Sales Operations, Recruiting, Sales Management, Team Building, CRM, Sales Presentations, Strategic Planning, Strategic Partnerships, Business Planning, Team Leadership, Mortgage Banking, Marketing Strategy, Sales Force Development, Business Development, New Business Development, Customer Service, Territory Management, Managing multiple..., Residential Mortgages, Loans, Mortgage Lending, Customer Satisfaction, Negotiation, Sales, Selling, Credit, Customer Retention, Management, Operations Management, Team Management, Leadership, Cold Calling, Sales Process, Salesforce.com, Time Management, Direct Sales, Lead Generation, Solution Selling, Finance, Program Management, Account Management, Strategy, Training, Executive Management, Employee Benefits, B2B, Forecasting, P&L Management, Start-ups, Product Development
Education
Stetson University 1988 — 1992
BBA, Finance
University of Houston 2011 — 2012
C.P.B.A., Certified Business Performance Advisor
Insperity August 2009 - Present
Citi (purchased ACC Capital) March 1997 - August 2008
ACC Capital Holdings January 2006 - 2007
ACC Capital Holdings September 2001 - January 2006
ACC Capital Holdings April 1998 - January 2001
ACC Capital Holdings March 1997 - 1998
Transamerica Financial Services 1995 - 1997
Skills
Sales Operations, Recruiting, Sales Management, Team Building, CRM, Sales Presentations, Strategic Planning, Strategic Partnerships, Business Planning, Team Leadership, Mortgage Banking, Marketing Strategy, Sales Force Development, Business Development, New Business Development, Customer Service, Territory Management, Managing multiple..., Residential Mortgages, Loans, Mortgage Lending, Customer Satisfaction, Negotiation, Sales, Selling, Credit, Customer Retention, Management, Operations Management, Team Management, Leadership, Cold Calling, Sales Process, Salesforce.com, Time Management, Direct Sales, Lead Generation, Solution Selling, Finance, Program Management, Account Management, Strategy, Training, Executive Management, Employee Benefits, B2B, Forecasting, P&L Management, Start-ups, Product Development
Education
Stetson University 1988 — 1992
BBA, Finance
University of Houston 2011 — 2012
C.P.B.A., Certified Business Performance Advisor
Brian Darling Brian Darling's Transamerica Financial Services Experience 1989 - 1997
Job
Industry Information Technology and Services
Experience
American Chemical Society 2000 - Present
CarrAmerica Realty Corporation 1999 - 2000
Predictive Systems, Inc. 1998 - 1999
Transamerica Home Loan 1997 - 1998
Transamerica Financial Services 1989 - 1997
American Savings Bank 1987 - 1989
Skills
Vendor Management, Program Management, SDLC, IT Strategy, Project Management, PMP, Governance, Business Analysis, Software Project..., Analysis, Strategy, Project Portfolio..., Management, Integration, Software Documentation, MS Project, Outsourcing, Project Planning, Databases, Requirements Analysis, Oracle, Business Process...
Education
North Carolina State University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate
American Chemical Society 2000 - Present
CarrAmerica Realty Corporation 1999 - 2000
Predictive Systems, Inc. 1998 - 1999
Transamerica Home Loan 1997 - 1998
Transamerica Financial Services 1989 - 1997
American Savings Bank 1987 - 1989
Skills
Vendor Management, Program Management, SDLC, IT Strategy, Project Management, PMP, Governance, Business Analysis, Software Project..., Analysis, Strategy, Project Portfolio..., Management, Integration, Software Documentation, MS Project, Outsourcing, Project Planning, Databases, Requirements Analysis, Oracle, Business Process...
Education
North Carolina State University
Bachelor of Arts (B.A.)
North Carolina State University
Certificate
Julie Sammons Julie Sammons's Transamerica Financial Services Experience March 1991 - August 1996
Job Loan Officer at Movement Mortgage, LLC
Industry
Experience
Movement Mortgage, LLC March 2013 - Present
Capital Mortgage Funding April 2012 - March 2013
Dorsey Schools April 2008 - June 2011
MortgageIT, Inc December 2006 - October 2007
Republic Bank September 1996 - December 2006
Transamerica Financial Services March 1991 - August 1996
Skills
Mortgage Lending, FHA financing, Mortgage Banking, First Time Home Buyers, VA loans, Consumer Lending, Refinance, Purchase Transactions, FHA, Residential Mortgages, Loan Origination, Credit, Underwriting, USDA, Banking, Investment Properties, FHA Financing, Loans, VA Loans
Education
University of Detroit Mercy 1985 — 1989
Bachelor of Science (BS), Management
Movement Mortgage, LLC March 2013 - Present
Capital Mortgage Funding April 2012 - March 2013
Dorsey Schools April 2008 - June 2011
MortgageIT, Inc December 2006 - October 2007
Republic Bank September 1996 - December 2006
Transamerica Financial Services March 1991 - August 1996
Skills
Mortgage Lending, FHA financing, Mortgage Banking, First Time Home Buyers, VA loans, Consumer Lending, Refinance, Purchase Transactions, FHA, Residential Mortgages, Loan Origination, Credit, Underwriting, USDA, Banking, Investment Properties, FHA Financing, Loans, VA Loans
Education
University of Detroit Mercy 1985 — 1989
Bachelor of Science (BS), Management
Linda O'Connell's Transamerica Financial Services Experience June 1990 - June 1991
Job Owner at Take 5 Productions
Industry Media Production
Experience
Take 5 Productions October 2007 - Present
Badger Corrugating Company January 1992 - February 2009
Transamerica Financial Services June 1990 - June 1991
Skills
Videography, Video, Audio, Promotions, Microsoft Office, Editing, Photoshop, Excel, Marketing Strategy, Word, Small Business, Marketing Communications, Production, Video Production, Microsoft Word, Marketing, Microsoft Excel
Education
Bridgewater State University 1985 — 1990
Bachelor of Science, Business, Marketing
West Bridgewater High School 1981 — 1985
High School Diploma, College Prep
Take 5 Productions October 2007 - Present
Badger Corrugating Company January 1992 - February 2009
Transamerica Financial Services June 1990 - June 1991
Skills
Videography, Video, Audio, Promotions, Microsoft Office, Editing, Photoshop, Excel, Marketing Strategy, Word, Small Business, Marketing Communications, Production, Video Production, Microsoft Word, Marketing, Microsoft Excel
Education
Bridgewater State University 1985 — 1990
Bachelor of Science, Business, Marketing
West Bridgewater High School 1981 — 1985
High School Diploma, College Prep
Julia (Finn) Holian's Transamerica Financial Services Experience October 1992 - February 1995
Job Director, Executive Search at Armanino LLP
Industry Staffing and Recruiting
Experience
Armanino LLP January 2010 - Present
Council of Business Advisors January 2014 - Present
Peopleflex Accounting Professionals March 2008 - June 2009
Accountants Inc. January 2002 - February 2008
Accountants on Call June 1995 - December 2001
Transamerica Financial Services October 1992 - February 1995
Skills
Executive Search, Recruiting, Interviews, Team Building, Training, Human Resources, Leadership, Auditing, Management, Job Analysis, Finance, Business Development, Temporary Placement, Accounting, Start-ups, Hiring, Analysis, Strategy, Consulting, Public Speaking, Mergers & Acquisitions, Budgets, Sarbanes-Oxley Act, ERP, Talent Management, Leadership Development, Revenue Recognition, Talent Acquisition, Sales Process, Tax, College Recruiting, Negotiation, Technical Recruiting, Time Management, Personnel Management, Nonprofits, Payroll, Financial Reporting, Interviewing, SEC reporting, Compensation Analysis, US GAAP, Internal Controls, Financial Analysis, Marketing Strategy, Career Development..., Career Management, Career Counseling, Career Transition..., Career Transitioning
Education
California State University-Northridge 1985 — 1991
B.A.
Leigh High School 1980 — 1984
Armanino LLP January 2010 - Present
Council of Business Advisors January 2014 - Present
Peopleflex Accounting Professionals March 2008 - June 2009
Accountants Inc. January 2002 - February 2008
Accountants on Call June 1995 - December 2001
Transamerica Financial Services October 1992 - February 1995
Skills
Executive Search, Recruiting, Interviews, Team Building, Training, Human Resources, Leadership, Auditing, Management, Job Analysis, Finance, Business Development, Temporary Placement, Accounting, Start-ups, Hiring, Analysis, Strategy, Consulting, Public Speaking, Mergers & Acquisitions, Budgets, Sarbanes-Oxley Act, ERP, Talent Management, Leadership Development, Revenue Recognition, Talent Acquisition, Sales Process, Tax, College Recruiting, Negotiation, Technical Recruiting, Time Management, Personnel Management, Nonprofits, Payroll, Financial Reporting, Interviewing, SEC reporting, Compensation Analysis, US GAAP, Internal Controls, Financial Analysis, Marketing Strategy, Career Development..., Career Management, Career Counseling, Career Transition..., Career Transitioning
Education
California State University-Northridge 1985 — 1991
B.A.
Leigh High School 1980 — 1984
Aaron Racimora Aaron Racimora's Transamerica Financial Services Experience March 1992 - October 1995
Job Sales Manager, Plagiarism Prevention Specialist
Industry Education Management
Experience
Turnitin May 2014 - Present
YP (formerly AT&T Advertising Solutions) February 2009 - May 2014
Reply July 2008 - February 2009
E-LOAN August 2002 - June 2008
IKON Office Solutions July 1999 - July 2002
Household Finance October 1995 - May 1997
Transamerica Financial Services March 1992 - October 1995
Skills
Sales, Management, Business Development, Sales Process, Customer Service, CRM, Customer Retention, Leadership, Microsoft Excel, Training, Windows NT, Software, PowerPoint, Risk Management, Microsoft Word, Sales Management, Cold Calling, Access, Salesforce.com, Negotiation, Time Management, Account Management, Lead Generation, Sales Operations, Marketing, Direct Sales, Online Marketing, Strategic Partnerships, SaaS, Team Building, New Business Development, Sales Presentations
Education
Pierce College 1986 — 1988
Psychology
Pierce College 1985 — 1987
Bachelor of Science (BS), Psychology
Turnitin May 2014 - Present
YP (formerly AT&T Advertising Solutions) February 2009 - May 2014
Reply July 2008 - February 2009
E-LOAN August 2002 - June 2008
IKON Office Solutions July 1999 - July 2002
Household Finance October 1995 - May 1997
Transamerica Financial Services March 1992 - October 1995
Skills
Sales, Management, Business Development, Sales Process, Customer Service, CRM, Customer Retention, Leadership, Microsoft Excel, Training, Windows NT, Software, PowerPoint, Risk Management, Microsoft Word, Sales Management, Cold Calling, Access, Salesforce.com, Negotiation, Time Management, Account Management, Lead Generation, Sales Operations, Marketing, Direct Sales, Online Marketing, Strategic Partnerships, SaaS, Team Building, New Business Development, Sales Presentations
Education
Pierce College 1986 — 1988
Psychology
Pierce College 1985 — 1987
Bachelor of Science (BS), Psychology
Rey Maninang Rey Maninang's Transamerica Financial Services Experience 1990 - 1994
Job Senior Vice President, Head of National Sales Wholesale at Carrington Mortgage Services
Industry Financial Services
Experience
Carrington Mortgage Services 2013 - Present
PMAC Lending Services 2011 - 2013
San Francisco Chamber Orchestra 2009 - 2011
Wells Fargo 2008 - 2011
Lehman Brothers 2007 - 2008
Fremont Investment & Loan 2001 - 2007
The Associates / Citigroup 1994 - 2001
United States Air Force 1985 - 2000
Transamerica Financial Services 1990 - 1994
Skills
Loans, Underwriting, Mortgage Lending, Mortgage Banking, Credit, Loss Mitigation, Process Improvement, Finance, Residential Mortgages, Credit Analysis, Strategy, FHA, Banking, Mortgage Underwriting, Leadership, Risk Management, Loan Origination, Team Building, Management, Refinance, Strategic Planning, Sales, Financial Services, Commercial Lending, Consumer Lending, Negotiation, Executive Management, Investments, Loan Servicing, USDA, Portfolio Management, VA loans, Commercial Mortgages, Marketing, FHA financing, Real Estate Financing, Small Business Lending, Real Estate, FHA Financing
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
Chapman University
Bachelor's Degree, Organizational Leadership
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Management Certification, American Financial Services Association
Carrington Mortgage Services 2013 - Present
PMAC Lending Services 2011 - 2013
San Francisco Chamber Orchestra 2009 - 2011
Wells Fargo 2008 - 2011
Lehman Brothers 2007 - 2008
Fremont Investment & Loan 2001 - 2007
The Associates / Citigroup 1994 - 2001
United States Air Force 1985 - 2000
Transamerica Financial Services 1990 - 1994
Skills
Loans, Underwriting, Mortgage Lending, Mortgage Banking, Credit, Loss Mitigation, Process Improvement, Finance, Residential Mortgages, Credit Analysis, Strategy, FHA, Banking, Mortgage Underwriting, Leadership, Risk Management, Loan Origination, Team Building, Management, Refinance, Strategic Planning, Sales, Financial Services, Commercial Lending, Consumer Lending, Negotiation, Executive Management, Investments, Loan Servicing, USDA, Portfolio Management, VA loans, Commercial Mortgages, Marketing, FHA financing, Real Estate Financing, Small Business Lending, Real Estate, FHA Financing
Education
St. Mary's College of California
Master of Business Administration (M.B.A.)
Chapman University
Bachelor's Degree, Organizational Leadership
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Management Certification, American Financial Services Association
Ron Holmes Ron Holmes's Transamerica Financial Services Experience May 1996 - April 1997
Job Retirement Planner
Industry Financial Services
Experience
Senior Solutions, Inc. November 2000 - Present
AAA April 1997 - October 2000
Transamerica Financial Services May 1996 - April 1997
AON Corp. August 1992 - September 1996
United States Marine Corps - Recon October 1960 - June 1964
Skills
Retirement Planning, Estate Planning, Investment Strategies, Alternative Investments, Strategic Financial..., Wealth Transfer..., Risk Management, Long-term Care, Managing your 401k for..., 401k rollovers, Proper Annuity Use, Trust and Will...
Education
Kaplan University 2003 — 2005
Financial Planning
Loyola College, Baltimore 1964 — 1970
Business program
Towson Senior High 1956 — 1960
Graduated in top 20% of the Academic program., Academic
Senior Solutions, Inc. November 2000 - Present
AAA April 1997 - October 2000
Transamerica Financial Services May 1996 - April 1997
AON Corp. August 1992 - September 1996
United States Marine Corps - Recon October 1960 - June 1964
Skills
Retirement Planning, Estate Planning, Investment Strategies, Alternative Investments, Strategic Financial..., Wealth Transfer..., Risk Management, Long-term Care, Managing your 401k for..., 401k rollovers, Proper Annuity Use, Trust and Will...
Education
Kaplan University 2003 — 2005
Financial Planning
Loyola College, Baltimore 1964 — 1970
Business program
Towson Senior High 1956 — 1960
Graduated in top 20% of the Academic program., Academic
Paula Everist-Terry's Transamerica Financial Services Experience February 1985 - November 1997
Job Personal Banker at Comerica Bank
Industry Banking
Experience
Comerica Bank March 2013 - October 2014
Bank of America January 2010 - March 2013
International Credit Recovery, Inc. May 2008 - August 2009
New Century Mortgage June 1997 - November 2007
Transamerica Financial Services February 1985 - November 1997
Transamerica Financial Services February 1985 - November 1997
Skills
Sales Management, Sales, Customer Service, Credit, Loan Origination, Collections, Cold Calling, loan processing, Loan Servicing, Commercial Banking, Mortgage Lending, Banking, Mortgage Banking, Leadership, Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Mortgage Servicing, Commercial Lending, Home Equity Loans, Home Equity Lines of..., Loss Mitigation, Deposits
Education
San Diego State University-California State University 1978 — 1982
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Miramonte High School 1974 — 1978
Graduated, General Studies
Comerica Bank March 2013 - October 2014
Bank of America January 2010 - March 2013
International Credit Recovery, Inc. May 2008 - August 2009
New Century Mortgage June 1997 - November 2007
Transamerica Financial Services February 1985 - November 1997
Transamerica Financial Services February 1985 - November 1997
Skills
Sales Management, Sales, Customer Service, Credit, Loan Origination, Collections, Cold Calling, loan processing, Loan Servicing, Commercial Banking, Mortgage Lending, Banking, Mortgage Banking, Leadership, Loans, Small Business Lending, Consumer Lending, Lines Of Credit, Mortgage Servicing, Commercial Lending, Home Equity Loans, Home Equity Lines of..., Loss Mitigation, Deposits
Education
San Diego State University-California State University 1978 — 1982
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Miramonte High School 1974 — 1978
Graduated, General Studies
Jeffrey Jacobus Jeffrey Jacobus's Transamerica Financial Services Experience 1985 - 1995
Job Training Officer II Retail and CD Training
Industry Banking
Experience
JPMorgan Chase September 2006 - Present
Aurora Loan Services February 2002 - September 2006
The Money Store April 1997 - April 2001
The Associates February 1995 - April 1997
Transamerica Financial Services 1985 - 1995
Susquehanna University 1980 - 1984
Skills
Mortgage Banking, Mortgage Lending, FHA, Sales, Training, Loans, First Time Home Buyers, Residential Mortgages, Credit, Banking, Refinance, Credit Analysis, USDA, Consumer Lending, Loan Origination
Education
Susquehanna University 1980 — 1984
Boonton High School 1976 — 1980
High School Diploma, General
JPMorgan Chase September 2006 - Present
Aurora Loan Services February 2002 - September 2006
The Money Store April 1997 - April 2001
The Associates February 1995 - April 1997
Transamerica Financial Services 1985 - 1995
Susquehanna University 1980 - 1984
Skills
Mortgage Banking, Mortgage Lending, FHA, Sales, Training, Loans, First Time Home Buyers, Residential Mortgages, Credit, Banking, Refinance, Credit Analysis, USDA, Consumer Lending, Loan Origination
Education
Susquehanna University 1980 — 1984
Boonton High School 1976 — 1980
High School Diploma, General
Jeff Genant Jeff Genant's Transamerica Financial Services Experience February 1994 - October 1995
Job Jeff Genant Agency (Ballantyne), State Farm Insurance Personal/Business risk management & Mortgage Financing
Industry Financial Services
Experience
Jeff Genant Insurance Agency - State Farm Insurance December 2010 - Present
SunTrust Mortgage, Inc October 2008 - December 2010
American One Mortgage, LLC June 1999 - October 2008
HomeFree Mortgage Company March 1998 - June 1999
Emergent Mortgage Corporation August 1996 - March 1998
Banc One Financial Services October 1995 - June 1996
Transamerica Financial Services February 1994 - October 1995
Skills
Mortgage Lending, Leadership, Business Development, Insurance, Sales, Loans, Recruiting, Training, Marketing, Mortgage Banking, Entrepreneurship, Sales Management
Education
Arizona State University 1988 — 1993
BS, Finance
State of North Carolina
State of North Carolina
State of North Carolina
Property and Casualty License
State of North Carolina Life Insurance
State of North Carolina Mortgage Loan Officer
Finance, General
Jeff Genant Insurance Agency - State Farm Insurance December 2010 - Present
SunTrust Mortgage, Inc October 2008 - December 2010
American One Mortgage, LLC June 1999 - October 2008
HomeFree Mortgage Company March 1998 - June 1999
Emergent Mortgage Corporation August 1996 - March 1998
Banc One Financial Services October 1995 - June 1996
Transamerica Financial Services February 1994 - October 1995
Skills
Mortgage Lending, Leadership, Business Development, Insurance, Sales, Loans, Recruiting, Training, Marketing, Mortgage Banking, Entrepreneurship, Sales Management
Education
Arizona State University 1988 — 1993
BS, Finance
State of North Carolina
State of North Carolina
State of North Carolina
Property and Casualty License
State of North Carolina Life Insurance
State of North Carolina Mortgage Loan Officer
Finance, General
Larry Shepard Larry Shepard's Transamerica Financial Services Experience January 1994 - December 1997
Job Lending,Collections & Call Center Executive
Industry Financial Services
Experience
Leeallen Financial Services 2008 - Present
Mid Atlantic Finance 2006 - 2007
Rels Valuation 2005 - 2006
Mid Atlantic Finance 2004 - 2005
OmniServe, LLC. (SouthTrust Bank) 2001 - 2003
Southern Financial 1998 - 2000
Transamerica Financial Services January 1994 - December 1997
United States Army Reserve March 1969 - March 1977
Skills
Risk Management, Credit, Compliance, Call Center, Consumer Lending, Consumer Collections, Workforce Management, Underwriting, Loans, Vendor Management, Portfolio Management, Mortgage Lending, Business Development, Home Equity Lines of..., Home Equity, Risk Based Pricing, Collection Strategy, Delinquency Management, Charge Offs, Loan Work-outs, OREO, Account Resolution, Leadership, Executive Management, Training, Customer Satisfaction, Relationship Management, Credit Analysis, Finance, Credit Risk, Loss Mitigation, Due Diligence, Process Improvement, Team Building, Customer Retention, Fraud, Coaching, Financial Services, Operations Management, Loan Servicing, Customer Service, Real Estate, Financial Risk, Financial Analysis, Marketing, CRM, Call Centers, Mortgage Banking, Commercial Banking, Commercial Lending
Education
St. Augustine College
BS, Organizational Management, 3.94 GPA
University of North Florida
Business Administration, Management and Operations
Leeallen Financial Services 2008 - Present
Mid Atlantic Finance 2006 - 2007
Rels Valuation 2005 - 2006
Mid Atlantic Finance 2004 - 2005
OmniServe, LLC. (SouthTrust Bank) 2001 - 2003
Southern Financial 1998 - 2000
Transamerica Financial Services January 1994 - December 1997
United States Army Reserve March 1969 - March 1977
Skills
Risk Management, Credit, Compliance, Call Center, Consumer Lending, Consumer Collections, Workforce Management, Underwriting, Loans, Vendor Management, Portfolio Management, Mortgage Lending, Business Development, Home Equity Lines of..., Home Equity, Risk Based Pricing, Collection Strategy, Delinquency Management, Charge Offs, Loan Work-outs, OREO, Account Resolution, Leadership, Executive Management, Training, Customer Satisfaction, Relationship Management, Credit Analysis, Finance, Credit Risk, Loss Mitigation, Due Diligence, Process Improvement, Team Building, Customer Retention, Fraud, Coaching, Financial Services, Operations Management, Loan Servicing, Customer Service, Real Estate, Financial Risk, Financial Analysis, Marketing, CRM, Call Centers, Mortgage Banking, Commercial Banking, Commercial Lending
Education
St. Augustine College
BS, Organizational Management, 3.94 GPA
University of North Florida
Business Administration, Management and Operations
James Jarzynski James Jarzynski's Transamerica Financial Services Experience 1994 - 1998
Job Vice PresidentDefault
Industry Financial Services
Experience
FORUM Credit Union August 2009 - Present
HSBC 1994 - 2009
HSBC 1994 - 2009
Transamerica Financial Services 1994 - 1998
ITT Financial Services 1989 - 1994
ITT Financial 1989 - 1994
American General Finance 1982 - 1990
Skills
Risk Management, Mortgage Lending, Loss Mitigation, Loans, Credit, Banking, Credit Analysis, Credit Risk, Process Improvement, Consumer Lending, AML, Commercial Lending, Credit Cards, Customer Service, Finance, Leadership, Loan Origination, Loan Servicing, Management, Mortgage Servicing, Portfolio Management, Small Business Lending, Team Building, Underwriting, Vendor Management, Mortgage Banking, Branch Management
Education
Northeastern Illinois University
FORUM Credit Union August 2009 - Present
HSBC 1994 - 2009
HSBC 1994 - 2009
Transamerica Financial Services 1994 - 1998
ITT Financial Services 1989 - 1994
ITT Financial 1989 - 1994
American General Finance 1982 - 1990
Skills
Risk Management, Mortgage Lending, Loss Mitigation, Loans, Credit, Banking, Credit Analysis, Credit Risk, Process Improvement, Consumer Lending, AML, Commercial Lending, Credit Cards, Customer Service, Finance, Leadership, Loan Origination, Loan Servicing, Management, Mortgage Servicing, Portfolio Management, Small Business Lending, Team Building, Underwriting, Vendor Management, Mortgage Banking, Branch Management
Education
Northeastern Illinois University
Patrick Scallon Patrick Scallon's Transamerica Financial Services Experience July 1984 - May 1986
Job Key Account Executive at Valassis Inc
Industry Marketing and Advertising
Experience
Valassis (merged with ADVO) 1987 - Present
Valassis Communications, Inc. 1987 - Present
Video Rated Inc May 1986 - July 1987
Transamerica Financial Services July 1984 - May 1986
Skills
Database Marketing, Behavioral Targeting, Direct Marketing, Lead Generation, Direct Mail, Integrated Marketing
Education
Northern Illinois University - College of Business
Bachelor of Science (BS), Marketing & Finance minor
Valassis (merged with ADVO) 1987 - Present
Valassis Communications, Inc. 1987 - Present
Video Rated Inc May 1986 - July 1987
Transamerica Financial Services July 1984 - May 1986
Skills
Database Marketing, Behavioral Targeting, Direct Marketing, Lead Generation, Direct Mail, Integrated Marketing
Education
Northern Illinois University - College of Business
Bachelor of Science (BS), Marketing & Finance minor
al rasmussen al rasmussen's Transamerica Financial Services Experience January 1974 - April 1984
Job Senior Branch Manager at Infinity Capital Partners LLC
Industry Investment Management
Experience
Infinity Capital Partners LLC October 2014 - Present
retirerightfinancialservices January 2009 - Present
american republic insurance January 2012 - October 2012
transamerica financial services January 1974 - April 1984
Skills
Investment..., Long and Short Term..., Microsoft Office, Marketing Strategy, Retirement Planning, Management, Team Building, Small Business
Education
wilmington college 1981 — 1985
Bachelor of Business Administration (B.B.A.), business
Lake Superior State 1971 — 1972
none
Lake Superior State University 1971 — 1972
KHS
Infinity Capital Partners LLC October 2014 - Present
retirerightfinancialservices January 2009 - Present
american republic insurance January 2012 - October 2012
transamerica financial services January 1974 - April 1984
Skills
Investment..., Long and Short Term..., Microsoft Office, Marketing Strategy, Retirement Planning, Management, Team Building, Small Business
Education
wilmington college 1981 — 1985
Bachelor of Business Administration (B.B.A.), business
Lake Superior State 1971 — 1972
none
Lake Superior State University 1971 — 1972
KHS
Clark Hallare Clark Hallare's Transamerica Financial Services Experience March 1987 - April 1988
Job Accounts Receivable / Credit Manager at AmSafe
Industry Aviation & Aerospace
Experience
AmSafe Aviation September 2003 - Present
Telair International October 2002 - January 2003
Telair International March 2000 - September 2002
Air Cargo Equipment Corporation June 1988 - March 2001
Transamerica Financial Services March 1987 - April 1988
Skills
Credit Management, Operations, Financial Accounting, Baan, Accounting, QAD, Analysis, Credit, Inventory Management, Accounts Receivable, Teamwork, Production, Team Building, Budgeting, Customer Service, Manufacturing, Excel, Problem Solving, Customer Relations, Word, Microsoft Office, PowerPoint, Account Management
Education
Arizona State University 1986 — 1987
Post Graduate Courses, Finance
The University of North Dakota 1980 — 1985
BSBA, Finance and Management
AmSafe Aviation September 2003 - Present
Telair International October 2002 - January 2003
Telair International March 2000 - September 2002
Air Cargo Equipment Corporation June 1988 - March 2001
Transamerica Financial Services March 1987 - April 1988
Skills
Credit Management, Operations, Financial Accounting, Baan, Accounting, QAD, Analysis, Credit, Inventory Management, Accounts Receivable, Teamwork, Production, Team Building, Budgeting, Customer Service, Manufacturing, Excel, Problem Solving, Customer Relations, Word, Microsoft Office, PowerPoint, Account Management
Education
Arizona State University 1986 — 1987
Post Graduate Courses, Finance
The University of North Dakota 1980 — 1985
BSBA, Finance and Management
Rhett Hart Rhett Hart's Transamerica Financial Services Experience 1999 - 2003
Job Program Portfolio Manager at AIG Commercial Asset Finance
Industry Financial Services
Experience
AIG Commercial Asset Finance 2007 - Present
Citibank Texas, N.A. 2003 - 2007
Transamerica Financial Services 1999 - 2003
GE Capital 1995 - 1999
Textron Financial 1991 - 1995
Skills
Portfolio Management, Credit, Capital Markets, Underwriting, Program Management, Commercial Lending, Financial Structuring, Business Process, Salesforce.com, Loans, Financial Risk, Structured Finance
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1992
MBA, Finance
Louisiana State University 1985 — 1989
B.S., Finance
Louisiana School for Math, Science, and the Arts 1983 — 1985
Math / Science
Port Allen High School 1981 — 1983
AIG Commercial Asset Finance 2007 - Present
Citibank Texas, N.A. 2003 - 2007
Transamerica Financial Services 1999 - 2003
GE Capital 1995 - 1999
Textron Financial 1991 - 1995
Skills
Portfolio Management, Credit, Capital Markets, Underwriting, Program Management, Commercial Lending, Financial Structuring, Business Process, Salesforce.com, Loans, Financial Risk, Structured Finance
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1992
MBA, Finance
Louisiana State University 1985 — 1989
B.S., Finance
Louisiana School for Math, Science, and the Arts 1983 — 1985
Math / Science
Port Allen High School 1981 — 1983
Clifford R. Kettemborough, Ph.D., D.B.A. Clifford R. Kettemborough, Ph.D., D.B.A.'s Transamerica Financial Services Experience November 1991 - February 1994
Job Sr. Program Manager/Associate Director, ECommerce Dept. (consulting) at Forever 21
Industry Information Technology and Services
Experience
Forever 21 October 2014 - Present
Johnson & Johnson c/o Biosense Webster Int’l. December 2013 - September 2014
L A County - Dept of Public Health November 2011 - November 2013
The Walt Disney Company November 2007 - August 2011
Ingram Micro May 2006 - November 2007
Boeing December 2004 - April 2006
AIU and PWU February 2002 - November 2004
NASA/JPL July 1996 - January 2002
Maxicare Health Plans February 1994 - June 1996
Transamerica Financial Services November 1991 - February 1994
Skills
Leadership, Management, Integration, Change Management, Disaster Recovery, SDLC, Training, IT Strategy, Entrepreneurship, SharePoint, Start-ups, CRM, PMO, Vendor Management, E-commerce, Team Leadership, Team Building, Business Analysis, General Business, Strategic Enterprise..., Healthcare Information..., Technology Integration, Technology Management, Project Management, Program Management, PMO Development, Software Engineering, ERP Implementations, Executive Management, Executive Reporting, Systems Engineering, Aerospace Engineering, Corporate Governance, Government Contracting, Information Technology
Education
Pacific Western University 1986 — 1988
Ph.D., Computer Science & Information Systems, 4.0
University of Santa Barbara, California 1993 — 1996
Ph.D., Business Administration & Management, Specialty: Technology Management, 4.0
Pacific States University 2010 — 2012
DBA (Honorary Degree), International Business, N/A
Nova Southeastern University 1996 — 2001
ABD, Educational/Instructional Technology, 3.8
California American University 2005 — 2008
Doctor of Philosophy (Ph.D.), International Economics
Western Governors’ University 2007 — 2009
M.S., Mathematics, 4.0
Azusa Pacific University 2005 — 2006
M.A., Organizational Leadership, 3.9
University of La Verne 1990 — 1992
M.B.A., Business/Managerial Economics, 3.7
West Coast University 1985 — 1986
Master of Management Information Systems, Management Information Systems, General, 3.9
West Coast University 1984 — 1985
Master of Science (MS), Computer Science, 3.6
Forever 21 October 2014 - Present
Johnson & Johnson c/o Biosense Webster Int’l. December 2013 - September 2014
L A County - Dept of Public Health November 2011 - November 2013
The Walt Disney Company November 2007 - August 2011
Ingram Micro May 2006 - November 2007
Boeing December 2004 - April 2006
AIU and PWU February 2002 - November 2004
NASA/JPL July 1996 - January 2002
Maxicare Health Plans February 1994 - June 1996
Transamerica Financial Services November 1991 - February 1994
Skills
Leadership, Management, Integration, Change Management, Disaster Recovery, SDLC, Training, IT Strategy, Entrepreneurship, SharePoint, Start-ups, CRM, PMO, Vendor Management, E-commerce, Team Leadership, Team Building, Business Analysis, General Business, Strategic Enterprise..., Healthcare Information..., Technology Integration, Technology Management, Project Management, Program Management, PMO Development, Software Engineering, ERP Implementations, Executive Management, Executive Reporting, Systems Engineering, Aerospace Engineering, Corporate Governance, Government Contracting, Information Technology
Education
Pacific Western University 1986 — 1988
Ph.D., Computer Science & Information Systems, 4.0
University of Santa Barbara, California 1993 — 1996
Ph.D., Business Administration & Management, Specialty: Technology Management, 4.0
Pacific States University 2010 — 2012
DBA (Honorary Degree), International Business, N/A
Nova Southeastern University 1996 — 2001
ABD, Educational/Instructional Technology, 3.8
California American University 2005 — 2008
Doctor of Philosophy (Ph.D.), International Economics
Western Governors’ University 2007 — 2009
M.S., Mathematics, 4.0
Azusa Pacific University 2005 — 2006
M.A., Organizational Leadership, 3.9
University of La Verne 1990 — 1992
M.B.A., Business/Managerial Economics, 3.7
West Coast University 1985 — 1986
Master of Management Information Systems, Management Information Systems, General, 3.9
West Coast University 1984 — 1985
Master of Science (MS), Computer Science, 3.6
Janet Palacio Janet Palacio's Transamerica Financial Services Experience April 1988 - October 1997
Job Realtor(R) at The Real Estate Group
Industry Real Estate
Experience
The Real Estate Group 2011 - Present
CDU July 2006 - August 2009
Charles R. Drew University of Medicine July 2006 - August 2009
Sony Pictures November 2005 - April 2006
Prosum Inc November 2003 - December 2004
Initiative Media January 1999 - June 2002
IM 1999 - 2002
Transamerica Financial Services April 1988 - October 1997
Skills
Networking, Troubleshooting, Computer Hardware, Project Management, Management, Customer Service, Team Building, Microsoft Office, Strategic Planning, Active Directory, Short Sales, Technical Support, Budgets, Microsoft Exchange, System Administration, Real Estate, Selling, Leadership, Negotiation, Operating Systems, Income Properties, 1031 Exchanges, Outlook, XP, Marketing, Business Analysis, Vendor Management, Process Improvement, Referrals, REO, Single Family Homes, Access, Windows, SharePoint, Public Speaking, Fundraising, Servers, Project Planning, Laptops, Administration, Foreclosures, Training, First Time Home Buyers, SFR, Investors, Windows XP, Windows 7, Hardware, Printers, Relocation
Education
California State University-Dominguez Hills 2000 — 2004
BS, CIS
California State University-Dominguez Hills 1993 — 2001
Associate of Arts, Business Management
CSU Dominguez Hills
Bachelor of Science, Management /Computer Information System
Cerritos College
Bachelor of Science (BS)
The Real Estate Group 2011 - Present
CDU July 2006 - August 2009
Charles R. Drew University of Medicine July 2006 - August 2009
Sony Pictures November 2005 - April 2006
Prosum Inc November 2003 - December 2004
Initiative Media January 1999 - June 2002
IM 1999 - 2002
Transamerica Financial Services April 1988 - October 1997
Skills
Networking, Troubleshooting, Computer Hardware, Project Management, Management, Customer Service, Team Building, Microsoft Office, Strategic Planning, Active Directory, Short Sales, Technical Support, Budgets, Microsoft Exchange, System Administration, Real Estate, Selling, Leadership, Negotiation, Operating Systems, Income Properties, 1031 Exchanges, Outlook, XP, Marketing, Business Analysis, Vendor Management, Process Improvement, Referrals, REO, Single Family Homes, Access, Windows, SharePoint, Public Speaking, Fundraising, Servers, Project Planning, Laptops, Administration, Foreclosures, Training, First Time Home Buyers, SFR, Investors, Windows XP, Windows 7, Hardware, Printers, Relocation
Education
California State University-Dominguez Hills 2000 — 2004
BS, CIS
California State University-Dominguez Hills 1993 — 2001
Associate of Arts, Business Management
CSU Dominguez Hills
Bachelor of Science, Management /Computer Information System
Cerritos College
Bachelor of Science (BS)
Notto Jensen Notto Jensen's Transamerica Financial Services Experience June 1989 - September 1990
Job President, Jensen NetWorks
Industry Internet
Experience
Jensen NetWorks January 1999 - Present
Technology Butler (Computer Services) June 2002 - Present
Attention 2 Detail April 1993 - Present
Premier Industrial Corp. October 1991 - April 1993
Beneficial Finance September 1990 - August 1991
Transamerica Financial Services June 1989 - September 1990
Skills
Team Building, Entrepreneurship, Coaching, Project Management, Team Leadership, Customer Service, Customer Satisfaction, Local Search, Start-ups, Small Business, Social Media, Networking, Leadership, Management, Strategic Planning, Sales, Public Speaking, Marketing
Education
Brigham Young University 1988 — 1989
Bachelor of Science (BS), Business Management
Brigham Young University - Idaho 1986 — 1987
Associates - Arts, Music, Finance
Jensen NetWorks January 1999 - Present
Technology Butler (Computer Services) June 2002 - Present
Attention 2 Detail April 1993 - Present
Premier Industrial Corp. October 1991 - April 1993
Beneficial Finance September 1990 - August 1991
Transamerica Financial Services June 1989 - September 1990
Skills
Team Building, Entrepreneurship, Coaching, Project Management, Team Leadership, Customer Service, Customer Satisfaction, Local Search, Start-ups, Small Business, Social Media, Networking, Leadership, Management, Strategic Planning, Sales, Public Speaking, Marketing
Education
Brigham Young University 1988 — 1989
Bachelor of Science (BS), Business Management
Brigham Young University - Idaho 1986 — 1987
Associates - Arts, Music, Finance
Jackie Horst's Transamerica Financial Services Experience 1980 - 1994
Job Broker at Academe Lending
Industry Financial Services
Experience
Academe Lending January 2008 - Present
Cameron Financial Services December 1998 - December 2007
Transamerica Financial Services 1980 - 1994
Skills
Mortgage Lending, Loans, Refinance, Property, HUD, Referrals, Real Estate Transactions, Single Family Homes, Real Estate Financing, Condos, Brokerage, Relocation, Team Building, USDA, Real Property, Sales, Investments
Education
Cuesta College 2006 — 2007
business and spanish
Academe Lending January 2008 - Present
Cameron Financial Services December 1998 - December 2007
Transamerica Financial Services 1980 - 1994
Skills
Mortgage Lending, Loans, Refinance, Property, HUD, Referrals, Real Estate Transactions, Single Family Homes, Real Estate Financing, Condos, Brokerage, Relocation, Team Building, USDA, Real Property, Sales, Investments
Education
Cuesta College 2006 — 2007
business and spanish
Tom Cofer Tom Cofer's Transamerica Financial Services Experience 1990 - 1996
Job Area Manager at Grow Financial Federal Credit Union
Industry Banking
Experience
Grow Financial Federal Credit Union 2007 - Present
Wells Fargo Home Mortgage 2005 - 2007
HSBC 2000 - 2005
New Century Mortgage 1998 - 2000
Advanta 1996 - 1998
Transamerica Financial Services 1990 - 1996
Skills
Credit Analysis, Loans, Credit, Banking, Risk Management, Team Building, Mortgage Lending, Underwriting, Portfolio Management, Sales Management, Consumer Lending, Investments, Financial Analysis, Customer Service, Loan Origination, Finance, Sales, Mortgage Banking, Commercial Lending, Contract Negotiation, Customer Satisfaction, Credit Risk, Refinance, Small Business Lending
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Grow Financial Federal Credit Union 2007 - Present
Wells Fargo Home Mortgage 2005 - 2007
HSBC 2000 - 2005
New Century Mortgage 1998 - 2000
Advanta 1996 - 1998
Transamerica Financial Services 1990 - 1996
Skills
Credit Analysis, Loans, Credit, Banking, Risk Management, Team Building, Mortgage Lending, Underwriting, Portfolio Management, Sales Management, Consumer Lending, Investments, Financial Analysis, Customer Service, Loan Origination, Finance, Sales, Mortgage Banking, Commercial Lending, Contract Negotiation, Customer Satisfaction, Credit Risk, Refinance, Small Business Lending
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Jeanne Troiano Jeanne Troiano's Transamerica Financial Services Experience 1991 - 1997
Job Underwriter at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage July 2012 - Present
Nationwide Equities Corp September 2008 - September 2009
Chase Manhattan Corporation June 2003 - May 2008
JPMorgan Chase June 2003 - May 2008
Chase Home Finance 2003 - 2008
JP Morgan Chase October 2004 - July 2006
American General Finance 2001 - 2003
CitiFinancial 1999 - 2001
Transamerica Financial Services 1991 - 1997
Transamerica 1990 - 1997
Education
Edward Williams College 1966 — 1968
AA
Northern Valley Regional High School 1962 — 1966
Fairleigh Dickinson University
PHH Mortgage July 2012 - Present
Nationwide Equities Corp September 2008 - September 2009
Chase Manhattan Corporation June 2003 - May 2008
JPMorgan Chase June 2003 - May 2008
Chase Home Finance 2003 - 2008
JP Morgan Chase October 2004 - July 2006
American General Finance 2001 - 2003
CitiFinancial 1999 - 2001
Transamerica Financial Services 1991 - 1997
Transamerica 1990 - 1997
Education
Edward Williams College 1966 — 1968
AA
Northern Valley Regional High School 1962 — 1966
Fairleigh Dickinson University
Jeremiah Wean's Transamerica Financial Services Experience 1995 - 1996
Job Director, Regulatory Compliance | Establish Strong Internal Control Environments and Ensure State and Federal Compliance
Industry Financial Services
Experience
Stonegate Mortgage Corporation February 2012 - Present
Mortgage Compliance Consultants, LLC January 2009 - February 2012
Lakewood Lending Group, LLC October 2008 - February 2012
Ace Mortgage Funding, LLC December 2002 - November 2008
Ace Mortgage Funding, Inc. 2000 - 2002
FSC Mortgage Co 2000 - 2000
Citifinancial 1996 - 2000
Transamerica Financial Services 1995 - 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Banking, FHA, Residential Mortgages, Portfolio Management, Real Estate, Mortgage Compliance, Finance, Financial Services, Mergers & Acquisitions, Commercial Mortgages, Marketing, Training, Investments, Underwriting, Management, Credit Analysis, FHA financing, Refinance, Consumer Lending, Credit Risk, Insurance, Analysis, Mortgage Underwriting, Due Diligence, Foreclosures, Financial Structuring, Commercial Lending, Risk Management, Financial Risk, Executive Management, Real Estate Financing, FHA Financing
Education
Indiana University Bloomington 1991 — 1995
Bachelor's Degree, Finance, International Economics
Anderson High School 1987 — 1991
Stonegate Mortgage Corporation February 2012 - Present
Mortgage Compliance Consultants, LLC January 2009 - February 2012
Lakewood Lending Group, LLC October 2008 - February 2012
Ace Mortgage Funding, LLC December 2002 - November 2008
Ace Mortgage Funding, Inc. 2000 - 2002
FSC Mortgage Co 2000 - 2000
Citifinancial 1996 - 2000
Transamerica Financial Services 1995 - 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Banking, FHA, Residential Mortgages, Portfolio Management, Real Estate, Mortgage Compliance, Finance, Financial Services, Mergers & Acquisitions, Commercial Mortgages, Marketing, Training, Investments, Underwriting, Management, Credit Analysis, FHA financing, Refinance, Consumer Lending, Credit Risk, Insurance, Analysis, Mortgage Underwriting, Due Diligence, Foreclosures, Financial Structuring, Commercial Lending, Risk Management, Financial Risk, Executive Management, Real Estate Financing, FHA Financing
Education
Indiana University Bloomington 1991 — 1995
Bachelor's Degree, Finance, International Economics
Anderson High School 1987 — 1991
Don Esse Don Esse's Transamerica Financial Services Experience December 1983 - December 1991
Job Professional Security Services Consultant
Industry Security and Investigations
Experience
ABM Security Services October 2009 - March 2014
Pinkerton Government Services January 2006 - April 2009
Securitas Security Services USA, Inc May 1995 - June 2004
Small Business Lending March 1992 - May 1995
Transamerica Financial Services December 1983 - December 1991
Skills
Compliance, Customer Relations, Investigations, Business Planning, Security Management, Financial Reporting, Client Development, Operations Management, New Business Development, Private Investigations, Security, Program Management, Customer Service, Leadership, Executive Management, Management, Physical Security, Workplace Violence, CRM, Training, Business Development, Security Training, Time Management, Finance, Protection, Corporate Security, Risk Management, Team Building, Team Leadership, Account Management, Logistics, Security Operations, Human Resources, Customer Satisfaction
Education
ASIS CPP Review
Eastern Michigan University
Accounting, Criminology
St. Olaf College
B.A., Psychology
ABM Security Services October 2009 - March 2014
Pinkerton Government Services January 2006 - April 2009
Securitas Security Services USA, Inc May 1995 - June 2004
Small Business Lending March 1992 - May 1995
Transamerica Financial Services December 1983 - December 1991
Skills
Compliance, Customer Relations, Investigations, Business Planning, Security Management, Financial Reporting, Client Development, Operations Management, New Business Development, Private Investigations, Security, Program Management, Customer Service, Leadership, Executive Management, Management, Physical Security, Workplace Violence, CRM, Training, Business Development, Security Training, Time Management, Finance, Protection, Corporate Security, Risk Management, Team Building, Team Leadership, Account Management, Logistics, Security Operations, Human Resources, Customer Satisfaction
Education
ASIS CPP Review
Eastern Michigan University
Accounting, Criminology
St. Olaf College
B.A., Psychology
Randall Lavallee Randall Lavallee's Transamerica Financial Services Experience January 1987 - January 1997
Job President at Group One Financial, LLC
Industry Financial Services
Experience
Group One Financial, LLC June 2008 - Present
Group One Financial, LLC January 2008 - Present
N.E. Financial January 1997 - June 2008
Transamerica Financial Services January 1987 - January 1997
Skills
Sales, Employee Benefits, Management, Strategic Planning, Estate Planning, Insurance, Investments, Team Building, Leadership, Small Business, Customer Service, Account Management, Coaching, Recruiting, Finance, Risk Management, Budgets
Education
The American College 1997 — 2013
course study, CLU, CHFC, CRPS
Group One Financial, LLC June 2008 - Present
Group One Financial, LLC January 2008 - Present
N.E. Financial January 1997 - June 2008
Transamerica Financial Services January 1987 - January 1997
Skills
Sales, Employee Benefits, Management, Strategic Planning, Estate Planning, Insurance, Investments, Team Building, Leadership, Small Business, Customer Service, Account Management, Coaching, Recruiting, Finance, Risk Management, Budgets
Education
The American College 1997 — 2013
course study, CLU, CHFC, CRPS
Darlene Schumacher Darlene Schumacher's Transamerica Financial Services Experience May 1995 - February 1998
Job PCI Contractor
Industry Entertainment
Experience
Volt Workforce Solutions January 2015 - May 2015
Independent Artist - Studio DLS August 2010 - December 2014
HCL December 2012 - May 2013
IBM Global Services July 2005 - March 2010
The Walt Disney Company February 2002 - July 2005
Disney Consumer Products March 1998 - February 2002
Transamerica Financial Services May 1995 - February 1998
Glendale Federal Bank January 1994 - May 1995
KPMG US 1986 - 1995
KPMG Peat Marwick October 1986 - 1994
Skills
Windows, Windows Server, Microsoft Office, Access, Word, PowerPoint, Excel, Problem Solving, Team Leadership, VMware, Linux, Servers, Troubleshooting, Administration, Visio, Change Management, Operating Systems, Outlook, Customer Relations, Business Analysis, Microsoft Excel, System Administration, IT Service Management, Project Management, Customer Service, Data Center, Microsoft Word, ITIL, Hardware, Software Installation, Technical Support, Storage, MS Project, Information Technology, Disaster Recovery, SharePoint, Switches, Management, Enterprise Software, Active Directory, Cisco Routers, Vendor Management, Networking, Software Documentation, Integration, IT Management, Virtualization, IT Strategy, Computer Hardware, Citrix
Education
Mt. Sierra College 1995 — 1996
Pasadena City College
Computer and Information Systems, B
Volt Workforce Solutions January 2015 - May 2015
Independent Artist - Studio DLS August 2010 - December 2014
HCL December 2012 - May 2013
IBM Global Services July 2005 - March 2010
The Walt Disney Company February 2002 - July 2005
Disney Consumer Products March 1998 - February 2002
Transamerica Financial Services May 1995 - February 1998
Glendale Federal Bank January 1994 - May 1995
KPMG US 1986 - 1995
KPMG Peat Marwick October 1986 - 1994
Skills
Windows, Windows Server, Microsoft Office, Access, Word, PowerPoint, Excel, Problem Solving, Team Leadership, VMware, Linux, Servers, Troubleshooting, Administration, Visio, Change Management, Operating Systems, Outlook, Customer Relations, Business Analysis, Microsoft Excel, System Administration, IT Service Management, Project Management, Customer Service, Data Center, Microsoft Word, ITIL, Hardware, Software Installation, Technical Support, Storage, MS Project, Information Technology, Disaster Recovery, SharePoint, Switches, Management, Enterprise Software, Active Directory, Cisco Routers, Vendor Management, Networking, Software Documentation, Integration, IT Management, Virtualization, IT Strategy, Computer Hardware, Citrix
Education
Mt. Sierra College 1995 — 1996
Pasadena City College
Computer and Information Systems, B
Ronald Rollins Ronald Rollins's Transamerica Financial Services Experience August 2000 - June 2003
Job Event Coordinator for FCSAA Florida Christian School Athletic Association
Industry Events Services
Experience
Adventist Health System at Florida Hospital Flagler January 2015 - April 2015
Hammock Beach Resort July 2014 - January 2015
Walmart September 2012 - March 2014
Flagler Hospital February 2013 - October 2013
KeHE Distributors Inc April 2010 - 2011
Pedrini USA June 2003 - June 2010
TransAmerica Financial Services August 2000 - June 2003
Environmental Services August 1993 - March 1998
Skills
Inventory Management, Distributors, Warehousing, Inventory Control, Purchasing, Receiving, Logistics, Replenishment, AS400, Supply Chain, Forecasting, Customer Service, Vendor Relations, Procurement, Negotiation, Transportation, Demand Planning, Team Building, Excel, Customer Relations, Order Entry, Problem Solving, Outlook, Word, Supervisory Skills, PowerPoint, Microsoft Office, Distribution Center..., Forklift Operator, Retail, Shipping, Warehouse Management, Manufacturing, Access, Process Improvement, Data Entry, Materials Management, Hiring, Spreadsheets, Vendor Management, Supply Chain Management, Operations Management, Teamwork, Supply Management, Process Scheduler, SAP, Inventory, Merchandising, Microsoft Excel, Training
Education
Katharine Gibbs 2000 — 2002
Associate's Degree, Computer Technical Support, 3.13
State University of New York College at Old Westbury 1987 — 1991
Bachelor's of Science, Business/Managerial Economics
Adventist Health System at Florida Hospital Flagler January 2015 - April 2015
Hammock Beach Resort July 2014 - January 2015
Walmart September 2012 - March 2014
Flagler Hospital February 2013 - October 2013
KeHE Distributors Inc April 2010 - 2011
Pedrini USA June 2003 - June 2010
TransAmerica Financial Services August 2000 - June 2003
Environmental Services August 1993 - March 1998
Skills
Inventory Management, Distributors, Warehousing, Inventory Control, Purchasing, Receiving, Logistics, Replenishment, AS400, Supply Chain, Forecasting, Customer Service, Vendor Relations, Procurement, Negotiation, Transportation, Demand Planning, Team Building, Excel, Customer Relations, Order Entry, Problem Solving, Outlook, Word, Supervisory Skills, PowerPoint, Microsoft Office, Distribution Center..., Forklift Operator, Retail, Shipping, Warehouse Management, Manufacturing, Access, Process Improvement, Data Entry, Materials Management, Hiring, Spreadsheets, Vendor Management, Supply Chain Management, Operations Management, Teamwork, Supply Management, Process Scheduler, SAP, Inventory, Merchandising, Microsoft Excel, Training
Education
Katharine Gibbs 2000 — 2002
Associate's Degree, Computer Technical Support, 3.13
State University of New York College at Old Westbury 1987 — 1991
Bachelor's of Science, Business/Managerial Economics
Margaret Strotman's Transamerica Financial Services Experience June 1988 - July 1996
Job Vice President, Consumer Lending Product Manager at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank April 2012 - Present
Performance Recruiting, LLC April 2011 - April 2012
US Bank July 2006 - October 2010
Sibcy Cline Mortgage Services July 2006 - March 2007
US Bank November 2000 - July 2006
Provident Bank, PCFS Financial Services July 1996 - November 2000
Transamerica Financial Services June 1988 - July 1996
Skills
Mortgage Banking, Consumer Lending, Mortgage Lending, Mortgage Industry, Channel Creation, Product Development, Project Planning, Project Implementation, Strategic Planning, Banking, Pricing Strategy, Market Analysis, Contract Recruitment, Sourcing, Commercial Banking, Commercial Lending, Small Business Lending, Loans
Education
Furman University 2010 — 2012
Certification, CBA, Graduate School Retail Bank Management
George Mason University - School of Management 1985 — 1988
BS, Management
Southern Methodist University 1983 — 1985
Pre-Business
Huntington National Bank April 2012 - Present
Performance Recruiting, LLC April 2011 - April 2012
US Bank July 2006 - October 2010
Sibcy Cline Mortgage Services July 2006 - March 2007
US Bank November 2000 - July 2006
Provident Bank, PCFS Financial Services July 1996 - November 2000
Transamerica Financial Services June 1988 - July 1996
Skills
Mortgage Banking, Consumer Lending, Mortgage Lending, Mortgage Industry, Channel Creation, Product Development, Project Planning, Project Implementation, Strategic Planning, Banking, Pricing Strategy, Market Analysis, Contract Recruitment, Sourcing, Commercial Banking, Commercial Lending, Small Business Lending, Loans
Education
Furman University 2010 — 2012
Certification, CBA, Graduate School Retail Bank Management
George Mason University - School of Management 1985 — 1988
BS, Management
Southern Methodist University 1983 — 1985
Pre-Business
David Roeder's Transamerica Financial Services Experience 1999 - 2001
Job Senior Vice President, Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Tod Sackella Tod Sackella's Transamerica Financial Services Experience July 1992 - August 1996
Job Mortgage Loan Officer at US Bank NMLS#: 501903
Industry Banking
Experience
US Bank Home Mortgage March 2001 - Present
Centex Home Equity June 2000 - February 2001
Ameriquest Mortgage September 1996 - June 2000
Transamerica Financial Services July 1992 - August 1996
Skills
Mortgage Lending, Underwriting, Loan Origination, Mortgage Banking, First Time Home Buyers, Consumer Lending, Credit, FHA, Loans, Portfolio Management, Refinance, Residential Mortgages, Sales
Education
Bowling Green State University 1988 — 1992
BS, Finance
US Bank Home Mortgage March 2001 - Present
Centex Home Equity June 2000 - February 2001
Ameriquest Mortgage September 1996 - June 2000
Transamerica Financial Services July 1992 - August 1996
Skills
Mortgage Lending, Underwriting, Loan Origination, Mortgage Banking, First Time Home Buyers, Consumer Lending, Credit, FHA, Loans, Portfolio Management, Refinance, Residential Mortgages, Sales
Education
Bowling Green State University 1988 — 1992
BS, Finance
Maria Rasmussen, PMP Maria Rasmussen, PMP's Transamerica Financial Services Experience 1991 - 1995
Job Sr. Project Manager at Nexus IS, a Dimension Data Company
Industry Information Technology and Services
Experience
Nexus - A Dimension Data Company September 2013 - Present
SIGMAnet April 2012 - May 2013
Independent Contractor April 2011 - March 2012
Xceptional Networks, Inc. January 2008 - March 2011
Xceptional Networks, Inc. January 2008 - March 2011
Technology Integration Group November 2006 - December 2007
Technology Integration Group November 1996 - December 2006
Transamerica Financial Services 1991 - 1995
Skills
Cisco Technologies, Information Technology, SDLC, Business Relationship..., Risk Assessment, Data Center, Cloud Computing, Process Improvement, Budgets, Managed Services, Professional Services, Operations Management, Vendor Relationships, Customer Service, Enterprise Software, Leadership, Project Management, Management, Quality Assurance, Strategy, Security, Project Planning, IT Management, Consulting, Telecommunications, Vendor Management, Integration, IT Strategy, PMP, CRM, SaaS, Program Management, Business Process, Disaster Recovery, IT Service Management, Business Process..., Business Intelligence, PMO, Business Analysis
Education
University of Phoenix 2003 — 2005
BS
Nexus - A Dimension Data Company September 2013 - Present
SIGMAnet April 2012 - May 2013
Independent Contractor April 2011 - March 2012
Xceptional Networks, Inc. January 2008 - March 2011
Xceptional Networks, Inc. January 2008 - March 2011
Technology Integration Group November 2006 - December 2007
Technology Integration Group November 1996 - December 2006
Transamerica Financial Services 1991 - 1995
Skills
Cisco Technologies, Information Technology, SDLC, Business Relationship..., Risk Assessment, Data Center, Cloud Computing, Process Improvement, Budgets, Managed Services, Professional Services, Operations Management, Vendor Relationships, Customer Service, Enterprise Software, Leadership, Project Management, Management, Quality Assurance, Strategy, Security, Project Planning, IT Management, Consulting, Telecommunications, Vendor Management, Integration, IT Strategy, PMP, CRM, SaaS, Program Management, Business Process, Disaster Recovery, IT Service Management, Business Process..., Business Intelligence, PMO, Business Analysis
Education
University of Phoenix 2003 — 2005
BS
Jeff Haugse, MBA Jeff Haugse, MBA's Transamerica Financial Services Experience September 2002 - March 2007
Job Financial Advisor, Strategic Financial Solutions
Industry Financial Services
Experience
Strategic Financial Solutions October 2014 - Present
Transamerica Retirement Services October 2010 - October 2014
Transamerica Retirement Services March 2007 - February 2011
Transamerica Financial Services September 2002 - March 2007
Skills
Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Strategic Financial..., Series 63, Series 6, Investments, Insurance, Securities, Wealth Management
Education
Mount Mercy College 2008 — 2012
Masters of Business Administration, Finance & Management
University of Northern Iowa 1998 — 2002
Bachelor, Finance
Kennedy High School 1994 — 1998
Strategic Financial Solutions October 2014 - Present
Transamerica Retirement Services October 2010 - October 2014
Transamerica Retirement Services March 2007 - February 2011
Transamerica Financial Services September 2002 - March 2007
Skills
Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Strategic Financial..., Series 63, Series 6, Investments, Insurance, Securities, Wealth Management
Education
Mount Mercy College 2008 — 2012
Masters of Business Administration, Finance & Management
University of Northern Iowa 1998 — 2002
Bachelor, Finance
Kennedy High School 1994 — 1998
Richard Marshall, MBA Richard Marshall, MBA's Transamerica Financial Services Experience 1992 - 1995
Job Principal, Insight Business Advisory Services
Industry Management Consulting
Experience
Insight Business Advisory Services 1995 - Present
Pacific Christian College, Fullerton, CA 1994 - 1996
Transamerica Financial Services 1992 - 1995
American Savings Bank 1986 - 1992
First Interstate Bank of California 1960 - 1986
Skills
Strategic Planning, Consulting, Employee Benefits, Finance, Personnel Management, Project Planning, Business, Analysis, Benchmarking, Performance Management, Workforce Planning, Talent Acquisition, Executive Search, Organizational..., Management Consulting, Mergers, Leadership Development, Employee Relations, Human Resources, Strategic Thinking, Change Management, Vendor Management, Talent Management, HR Consulting, Business Strategy, Risk Management, Business Process..., Process Improvement, Banking, Business Transformation, Executive Management, Business Analysis, Financial Analysis, Program Management, Organizational Design, Financial Services, Coaching, Business Development, Employee Engagement, Restructuring, Team Building, Due Diligence, Corporate Finance, Performance Improvement, Executive Coaching, Strategy, Contract Negotiation, Strategic Financial..., Project Management, Business Planning
Education
University of La Verne 1991 — 1992
MBA, Finance
American Bankers Association 1977 — 1979
Stonier Graduate School of Banking
Insight Business Advisory Services 1995 - Present
Pacific Christian College, Fullerton, CA 1994 - 1996
Transamerica Financial Services 1992 - 1995
American Savings Bank 1986 - 1992
First Interstate Bank of California 1960 - 1986
Skills
Strategic Planning, Consulting, Employee Benefits, Finance, Personnel Management, Project Planning, Business, Analysis, Benchmarking, Performance Management, Workforce Planning, Talent Acquisition, Executive Search, Organizational..., Management Consulting, Mergers, Leadership Development, Employee Relations, Human Resources, Strategic Thinking, Change Management, Vendor Management, Talent Management, HR Consulting, Business Strategy, Risk Management, Business Process..., Process Improvement, Banking, Business Transformation, Executive Management, Business Analysis, Financial Analysis, Program Management, Organizational Design, Financial Services, Coaching, Business Development, Employee Engagement, Restructuring, Team Building, Due Diligence, Corporate Finance, Performance Improvement, Executive Coaching, Strategy, Contract Negotiation, Strategic Financial..., Project Management, Business Planning
Education
University of La Verne 1991 — 1992
MBA, Finance
American Bankers Association 1977 — 1979
Stonier Graduate School of Banking
David Molde David Molde's Transamerica Financial Services Experience July 1990 - October 1994
Job Senior Mortgage Banker
Industry Financial Services
Experience
Southpoint Bank August 2014 - Present
First Partners Bank February 2014 - August 2014
Southpoint Bank Mortgage June 2013 - January 2014
FirstBank October 2009 - June 2013
D & M Mortgage Corp June 2001 - October 2009
Bank of Alabama March 1998 - May 2001
Molton, Allen & Williams November 1996 - March 1998
Fleet Mortgage Group / Fleet Bank November 1995 - November 1996
Advanta Finance Co November 1994 - November 1995
Transamerica Financial Services July 1990 - October 1994
Skills
Credit, Mortgage Lending, Risk Management, Credit Risk, Customer Service, Sales Management, Loan Origination, Loans, Negotiation, Real Estate, FHA, Team Building, Sales, New Business Development, Refinance, Commercial Lending, Banking, Underwriting, Residential Mortgages, Portfolio Management, Construction Loans, Small Business, Financial Services, USDA, Training, Insurance, Loss Mitigation, Business Development, Management, First Time Home Buyers, Residential Homes, Leadership, Marketing, VA loans, Mortgage Banking, Investment Properties, Finance, Foreclosures, Credit Analysis, Sellers, Short Sales, Loan Servicing, REO, Investments, Executive Management, Real Estate Transactions, Investors, FHA Financing, Consumer Lending
Education
Luther College
Bachelor's Degree, Business Management, Psychology
University of Phoenix
Masters, Business Administration
Southpoint Bank August 2014 - Present
First Partners Bank February 2014 - August 2014
Southpoint Bank Mortgage June 2013 - January 2014
FirstBank October 2009 - June 2013
D & M Mortgage Corp June 2001 - October 2009
Bank of Alabama March 1998 - May 2001
Molton, Allen & Williams November 1996 - March 1998
Fleet Mortgage Group / Fleet Bank November 1995 - November 1996
Advanta Finance Co November 1994 - November 1995
Transamerica Financial Services July 1990 - October 1994
Skills
Credit, Mortgage Lending, Risk Management, Credit Risk, Customer Service, Sales Management, Loan Origination, Loans, Negotiation, Real Estate, FHA, Team Building, Sales, New Business Development, Refinance, Commercial Lending, Banking, Underwriting, Residential Mortgages, Portfolio Management, Construction Loans, Small Business, Financial Services, USDA, Training, Insurance, Loss Mitigation, Business Development, Management, First Time Home Buyers, Residential Homes, Leadership, Marketing, VA loans, Mortgage Banking, Investment Properties, Finance, Foreclosures, Credit Analysis, Sellers, Short Sales, Loan Servicing, REO, Investments, Executive Management, Real Estate Transactions, Investors, FHA Financing, Consumer Lending
Education
Luther College
Bachelor's Degree, Business Management, Psychology
University of Phoenix
Masters, Business Administration
Scott Hase's Transamerica Financial Services Experience 1992 - 1994
Job Driven Account Sales Professional
Industry Financial Services
Experience
Active Career Seeker September 2007 - Present
US Small Business Administration February 2013 - April 2013
Option One Mortgage November 2004 - July 2007
Auburn Home Loans January 2000 - October 2004
Wells Fargo Bank May 1995 - October 1997
Transamerica Financial Services 1992 - 1994
Skills
Management, Mortgage Lending, Sales, Credit Analysis, Refinance, Underwriting, Banking, Loans, Finance, VA loans, Residential Mortgages, USDA, Mortgage Banking, Portfolio Management, Loan Origination, FHA, FHA financing, Investments, Credit, Negotiation
Education
California Paralegal College 2009 — 2010
Certificated, Paralegal Studies
California State University-Sacramento 1989 — 1991
BS, Business Administration
University of California, Santa Cruz 1987 — 1989
Quarter System, General Education
Active Career Seeker September 2007 - Present
US Small Business Administration February 2013 - April 2013
Option One Mortgage November 2004 - July 2007
Auburn Home Loans January 2000 - October 2004
Wells Fargo Bank May 1995 - October 1997
Transamerica Financial Services 1992 - 1994
Skills
Management, Mortgage Lending, Sales, Credit Analysis, Refinance, Underwriting, Banking, Loans, Finance, VA loans, Residential Mortgages, USDA, Mortgage Banking, Portfolio Management, Loan Origination, FHA, FHA financing, Investments, Credit, Negotiation
Education
California Paralegal College 2009 — 2010
Certificated, Paralegal Studies
California State University-Sacramento 1989 — 1991
BS, Business Administration
University of California, Santa Cruz 1987 — 1989
Quarter System, General Education
Lisa Rowley Lisa Rowley's Transamerica Financial Services Experience 1996 - 1997
Job Owner, Geek Help For You
Industry Information Technology and Services
Experience
Geek Help For You June 2007 - Present
The Capital Group Companies 1998 - 2004
The Capital Group Companies 1997 - 1998
Nestle 1997 - 1997
Transamerica Financial Services 1996 - 1997
University of Illinois Chicago Prevention Research Center 1994 - 1996
University of Illinois Chicago 1993 - 1994
Skills
Mac, DSL, Routers, Operating Systems, Desktop Support, Troubleshooting, Windows, Mac OS X, XP, Computer Hardware, Microsoft Office, Problem Solving, Research, Technical Support, Customer Service, Microsoft Exchange, OS X, Networking, Hardware, Servers, Network Administration, Wireless, Disaster Recovery
Education
University of Illinois at Chicago
Marketing, Business, Spanish, Computers
Geek Help For You June 2007 - Present
The Capital Group Companies 1998 - 2004
The Capital Group Companies 1997 - 1998
Nestle 1997 - 1997
Transamerica Financial Services 1996 - 1997
University of Illinois Chicago Prevention Research Center 1994 - 1996
University of Illinois Chicago 1993 - 1994
Skills
Mac, DSL, Routers, Operating Systems, Desktop Support, Troubleshooting, Windows, Mac OS X, XP, Computer Hardware, Microsoft Office, Problem Solving, Research, Technical Support, Customer Service, Microsoft Exchange, OS X, Networking, Hardware, Servers, Network Administration, Wireless, Disaster Recovery
Education
University of Illinois at Chicago
Marketing, Business, Spanish, Computers
Frances Serrano Frances Serrano's Transamerica Financial Services Experience 1988 - 2002
Job CSM at Rose Business Solutions
Industry Computer Software
Experience
Rose Business Solutions, A Microsoft Gold Certified Partner January 2008 - Present
EMC Mortgage February 2007 - January 2008
Encore Credit Corp April 2003 - February 2007
Countrywide Full Spectrum Lending February 2002 - April 2003
Household Finance 1988 - 2002
Transamerica Financial Services 1988 - 2002
Education
California State University-Dominguez Hills 1985 — 1989
Finance
Rose Business Solutions, A Microsoft Gold Certified Partner January 2008 - Present
EMC Mortgage February 2007 - January 2008
Encore Credit Corp April 2003 - February 2007
Countrywide Full Spectrum Lending February 2002 - April 2003
Household Finance 1988 - 2002
Transamerica Financial Services 1988 - 2002
Education
California State University-Dominguez Hills 1985 — 1989
Finance
Duane Kent Cope's Transamerica Financial Services Experience 1970 - June 1988
Job Independent Agent at United Healthcare
Industry Financial Services
Experience
United Healthcare June 2010 - Present
Seaview Real Estate and Management Services December 2007 - July 2010
First NLC Financial Services February 2003 - January 2008
ResMAE December 2001 - January 2003
New Century Mortgage June 1996 - January 2000
Long Beach Mortgage June 1988 - June 1996
Transamerica Financial Services 1970 - June 1988
Education
California State University-Northridge
Business Administration
Los Angeles Valley College
Business Administration
United Healthcare June 2010 - Present
Seaview Real Estate and Management Services December 2007 - July 2010
First NLC Financial Services February 2003 - January 2008
ResMAE December 2001 - January 2003
New Century Mortgage June 1996 - January 2000
Long Beach Mortgage June 1988 - June 1996
Transamerica Financial Services 1970 - June 1988
Education
California State University-Northridge
Business Administration
Los Angeles Valley College
Business Administration
Jesus E. Perez Jesus E. Perez's Transamerica Financial Services Experience 1995 - 1998
Job Loan Servicing/Real Estate Acquisitions
Industry Real Estate
Experience
Residential Mortgage Solution LLC January 2013 - Present
Arico & Associates Realtors October 2007 - December 2013
Coldwell Banker Integrity June 2007 - October 2010
ResMAE Mortgage Corporation September 2003 - February 2007
Long Beach Mortgage Company September 1998 - May 2002
Transamerica Financial Services 1995 - 1998
Union Federal Bank September 1992 - August 1995
Skills
Short Sales, REO, Real Estate, Dispositions, Foreclosures, Sellers
Education
California Real Estate Institute- Real Estate License 2007 2007 — 2007
Realtor License
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts Degree
Residential Mortgage Solution LLC January 2013 - Present
Arico & Associates Realtors October 2007 - December 2013
Coldwell Banker Integrity June 2007 - October 2010
ResMAE Mortgage Corporation September 2003 - February 2007
Long Beach Mortgage Company September 1998 - May 2002
Transamerica Financial Services 1995 - 1998
Union Federal Bank September 1992 - August 1995
Skills
Short Sales, REO, Real Estate, Dispositions, Foreclosures, Sellers
Education
California Real Estate Institute- Real Estate License 2007 2007 — 2007
Realtor License
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts Degree
Jeff Root AIRC, ACS, ALMI Jeff Root AIRC, ACS, ALMI's Transamerica Financial Services Experience November 1989 - July 1997
Job Manager, Sales Compensation & Contracts at Transamerica Life Insurance Company (an AEGON company)
Industry Insurance
Experience
Transamerica Life Insurance Company (an AEGON company) June 2013 - Present
Transamerica Life Insurance Company (an AEGON company) July 2004 - June 2013
Transamerica Life Insurance Company (an AEGON company) July 2002 - July 2004
Transamerica Life Insurance Company (an AEGON company) July 2001 - July 2002
Transamerica Corporation July 1997 - July 2001
Transamerica Financial Services November 1989 - July 1997
Transamerica Financial Services March 1986 - November 1989
Skills
Computer Literate, Analytics, Ethics, Insurance, Leadership, Financial Services, Auditing, Internal Audit, Financial Risk, Fixed Annuities, Accounting, Risk Management, Life Insurance, Management
Education
University of La Verne 1981 — 1984
BA, Communications
Mt. San Antonio College 1979 — 1981
Transamerica Life Insurance Company (an AEGON company) June 2013 - Present
Transamerica Life Insurance Company (an AEGON company) July 2004 - June 2013
Transamerica Life Insurance Company (an AEGON company) July 2002 - July 2004
Transamerica Life Insurance Company (an AEGON company) July 2001 - July 2002
Transamerica Corporation July 1997 - July 2001
Transamerica Financial Services November 1989 - July 1997
Transamerica Financial Services March 1986 - November 1989
Skills
Computer Literate, Analytics, Ethics, Insurance, Leadership, Financial Services, Auditing, Internal Audit, Financial Risk, Fixed Annuities, Accounting, Risk Management, Life Insurance, Management
Education
University of La Verne 1981 — 1984
BA, Communications
Mt. San Antonio College 1979 — 1981
Warren A. Blom Warren A. Blom's Transamerica Financial Services Experience 1998 - 1999
Job Director Business Development at Reich & Tang Distributors
Industry Financial Services
Experience
Reich & Tang Distributors April 2015 - Present
Southwest Trade Services, LLC April 2014 - October 2014
Strategy Corps April 2013 - November 2013
Promontory Interfinancial Network April 2007 - February 2013
Investment Centers of America Broker Dealer 2006 - 2007
Allstate 2001 - 2006
Liberty Mutual Insurance 1999 - 2001
Transamerica Financial Services 1998 - 1999
The Laughlin Group 1996 - 1998
Skills
Cross Selling, Banking, Investments, Financial Analysis, Wealth Management, Finance, Capital Markets, Retail Banking, Credit, Sales, Business Development, Relationship Management, Risk Management, Loans, Commercial Banking, Sales Management, Sales Trainings, Portfolio Management, Management
Education
Dale Carnegie Sales School 1981 — 1982
Sales Trainer
University of Arizona 1976 — 1979
Business Administration and Management, General
Reich & Tang Distributors April 2015 - Present
Southwest Trade Services, LLC April 2014 - October 2014
Strategy Corps April 2013 - November 2013
Promontory Interfinancial Network April 2007 - February 2013
Investment Centers of America Broker Dealer 2006 - 2007
Allstate 2001 - 2006
Liberty Mutual Insurance 1999 - 2001
Transamerica Financial Services 1998 - 1999
The Laughlin Group 1996 - 1998
Skills
Cross Selling, Banking, Investments, Financial Analysis, Wealth Management, Finance, Capital Markets, Retail Banking, Credit, Sales, Business Development, Relationship Management, Risk Management, Loans, Commercial Banking, Sales Management, Sales Trainings, Portfolio Management, Management
Education
Dale Carnegie Sales School 1981 — 1982
Sales Trainer
University of Arizona 1976 — 1979
Business Administration and Management, General
Brian Reno's Transamerica Financial Services Experience June 1991 - March 1993
Job Branch Manager NMLS # 215776
Industry Financial Services
Experience
GSF Mortgage Corporation NMLS #1018 April 2014 - Present
Perl Mortgage May 2013 - April 2014
Stearns Lending February 2011 - April 2013
Primary Residential Mortgage July 2010 - November 2010
Midwest Mortgage Planners, Inc. January 2002 - July 2010
Gold Banc Mortgage March 1999 - December 2000
Irwin Mortgage April 1996 - March 1999
MNC Mortgage November 1993 - April 1996
First Union Home Equity March 1993 - November 1993
Transamerica Financial Services June 1991 - March 1993
Skills
Mortgage Lending, Mortgage Planning, Liability Management, Mortgage, Refinance, First Time Home Buyers, Loans, Home, Certified Mortgage..., Sellers, Small Business Lending, Strategic Financial..., FHA, Mortgage Marketing, Real Estate, Residential Homes, Mortgage Banking, Financial Services, Finance, ALM, Referrals, Home Equity Lines of..., Investment Properties, Financial Planning
Education
Indiana University Bloomington 1985 — 1990
BS, Finance
Warren Central High School 1983 — 1985
GSF Mortgage Corporation NMLS #1018 April 2014 - Present
Perl Mortgage May 2013 - April 2014
Stearns Lending February 2011 - April 2013
Primary Residential Mortgage July 2010 - November 2010
Midwest Mortgage Planners, Inc. January 2002 - July 2010
Gold Banc Mortgage March 1999 - December 2000
Irwin Mortgage April 1996 - March 1999
MNC Mortgage November 1993 - April 1996
First Union Home Equity March 1993 - November 1993
Transamerica Financial Services June 1991 - March 1993
Skills
Mortgage Lending, Mortgage Planning, Liability Management, Mortgage, Refinance, First Time Home Buyers, Loans, Home, Certified Mortgage..., Sellers, Small Business Lending, Strategic Financial..., FHA, Mortgage Marketing, Real Estate, Residential Homes, Mortgage Banking, Financial Services, Finance, ALM, Referrals, Home Equity Lines of..., Investment Properties, Financial Planning
Education
Indiana University Bloomington 1985 — 1990
BS, Finance
Warren Central High School 1983 — 1985
Diane Moreno Diane Moreno's Transamerica Financial Services Experience September 1989 - June 1999
Job Management.Eldercare Consultant at JDKell Inc
Industry Management Consulting
Experience
JDKell Inc May 2009 - Present
JDKell Personal Assistants September 2008 - Present
Accredited Home Lenders July 1999 - January 2008
Transamerica Financial Services September 1989 - June 1999
Skills
Mortgage Lending, Subprime, Sales Operations, Marketing Strategy, Management, Team Building, Leadership, Strategic Planning, Mortgage Banking, New Business Development, Public Speaking, Training, Process Improvement, Business Development, Marketing, Sales, Sales Management, Customer Service, Contract Negotiation
Education
Cal State Fullerton 2008 — 2010
Professional Fiduciary Certification, Eldercare, Advocacy for the Aging Population
University of Wisconsin
JDKell Inc May 2009 - Present
JDKell Personal Assistants September 2008 - Present
Accredited Home Lenders July 1999 - January 2008
Transamerica Financial Services September 1989 - June 1999
Skills
Mortgage Lending, Subprime, Sales Operations, Marketing Strategy, Management, Team Building, Leadership, Strategic Planning, Mortgage Banking, New Business Development, Public Speaking, Training, Process Improvement, Business Development, Marketing, Sales, Sales Management, Customer Service, Contract Negotiation
Education
Cal State Fullerton 2008 — 2010
Professional Fiduciary Certification, Eldercare, Advocacy for the Aging Population
University of Wisconsin
Robert Simpson, A.S., B.A.S., M.A. Robert Simpson, A.S., B.A.S., M.A.'s Transamerica Financial Services Experience March 2001 - February 2004
Job MBA in Marketing Student at The University of HoustonVictoria
Industry Management Consulting
Experience
Bank of America August 2008 - April 2011
The Coffey Firm March 2005 - March 2007
Transamerica Financial Services March 2001 - February 2004
Skills
Westlaw, Legal Research, Litigation Support, Litigation, Pleadings, Document Review, Lexis, Trials, Legal Assistance, Legal Writing, PACER, Legal Documents, Courts, Depositions, Civil Litigation, Document Drafting, Product Liability, Wordperfect, Legal Discovery, Bankruptcy, Personal Injury, Litigation Management, Notary Public, Paralegals, Licensing, LiveNote, Legal Issues, Family Law, CaseMap, Hearings, Relativity, Appeals, Medical Malpractice, IPRO, Motions, Trademarks, Arbitration, Timeslips, Commercial Litigation, Class Actions, Personal Injury..., Criminal Law, Torts, Patent Litigation, Intellectual Property, Wrongful Death, Legal Compliance, Mediation, Employment Law, Corporate Law
Education
University of Houston-Victoria 2015 — 2017
Master of Business Administration (M.B.A.), AACSB Accredited Strategic MBA Program
Dallas Baptist University 2014 — 2015
Master of Business Administration (M.B.A.), Management
Dallas Baptist University 2011 — 2013
Master of Arts (M.A.), Professional Development with a Concentration in Management
Dallas Baptist University 2007 — 2008
Bachelor of Arts and Sciences Degree, InterdisciplinaryStudies with Concentrations in Psychology and Sociology
Ashworth University 2003 — 2007
Associate's Degree, Paralegal Studies, 3.8 GPA
Ashworth University 2003 — 2003
Certificate, Paralegal
Ashworth University 2003 — 2003
Certificate, Will, Trusts, and Estate Law
Ashworth University 2003 — 2003
Certificate, Real Estate Law
Texas A&M University 1989 — 1991
Business Administration
The Coffey Firm
Paralegal
Bank of America August 2008 - April 2011
The Coffey Firm March 2005 - March 2007
Transamerica Financial Services March 2001 - February 2004
Skills
Westlaw, Legal Research, Litigation Support, Litigation, Pleadings, Document Review, Lexis, Trials, Legal Assistance, Legal Writing, PACER, Legal Documents, Courts, Depositions, Civil Litigation, Document Drafting, Product Liability, Wordperfect, Legal Discovery, Bankruptcy, Personal Injury, Litigation Management, Notary Public, Paralegals, Licensing, LiveNote, Legal Issues, Family Law, CaseMap, Hearings, Relativity, Appeals, Medical Malpractice, IPRO, Motions, Trademarks, Arbitration, Timeslips, Commercial Litigation, Class Actions, Personal Injury..., Criminal Law, Torts, Patent Litigation, Intellectual Property, Wrongful Death, Legal Compliance, Mediation, Employment Law, Corporate Law
Education
University of Houston-Victoria 2015 — 2017
Master of Business Administration (M.B.A.), AACSB Accredited Strategic MBA Program
Dallas Baptist University 2014 — 2015
Master of Business Administration (M.B.A.), Management
Dallas Baptist University 2011 — 2013
Master of Arts (M.A.), Professional Development with a Concentration in Management
Dallas Baptist University 2007 — 2008
Bachelor of Arts and Sciences Degree, InterdisciplinaryStudies with Concentrations in Psychology and Sociology
Ashworth University 2003 — 2007
Associate's Degree, Paralegal Studies, 3.8 GPA
Ashworth University 2003 — 2003
Certificate, Paralegal
Ashworth University 2003 — 2003
Certificate, Will, Trusts, and Estate Law
Ashworth University 2003 — 2003
Certificate, Real Estate Law
Texas A&M University 1989 — 1991
Business Administration
The Coffey Firm
Paralegal
Paula Baker Paula Baker's Transamerica Financial Services Experience 1990 - 1992
Job Owner/CEO SC Logo Promotions
Industry Marketing and Advertising
Experience
SC Logo Promotions May 2008 - Present
California Marketing Group January 2008 - June 2008
First NLC 2006 - 2007
New Century Mortgage December 1997 - December 1998
Countrywide March 1997 - December 1997
Long Beach Mortgage 1992 - March 1997
Transamerica Financial Services 1990 - 1992
Skills
Advertising, Mortgage Lending, Loans, Marketing, Digital Marketing, Online Advertising, Start-ups, Sales
Education
University of Southern California 1985 — 1989
BS, Public Administration
SC Logo Promotions May 2008 - Present
California Marketing Group January 2008 - June 2008
First NLC 2006 - 2007
New Century Mortgage December 1997 - December 1998
Countrywide March 1997 - December 1997
Long Beach Mortgage 1992 - March 1997
Transamerica Financial Services 1990 - 1992
Skills
Advertising, Mortgage Lending, Loans, Marketing, Digital Marketing, Online Advertising, Start-ups, Sales
Education
University of Southern California 1985 — 1989
BS, Public Administration
Srini Srinivasan Srini Srinivasan's Transamerica Financial Services Experience June 1994 - July 1996
Job President & CEO, eShipGlobal, Inc
Industry Logistics and Supply Chain
Experience
eShipGlobal March 1999 - Present
Deloitte & Touche March 1996 - June 1998
Transamerica Financial services June 1994 - July 1996
Price Waterhouse Coopers March 1989 - March 1994
Skills
IT Management, Logistics, Compliance, Start-ups, Business Strategy, Supply Chain Management, Project Planning, Product Development, Process Improvement, Management, Change Management, Operations Management, Transportation, Entrepreneurship, SaaS, Negotiation, Outsourcing, Business Development, Business Intelligence, Strategy, CRM
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
Anna University- Chennai, India 1983 — 1985
M.S
Madurai Kamaraj University 1981 — 1983
Master of Science (M.S.)
eShipGlobal March 1999 - Present
Deloitte & Touche March 1996 - June 1998
Transamerica Financial services June 1994 - July 1996
Price Waterhouse Coopers March 1989 - March 1994
Skills
IT Management, Logistics, Compliance, Start-ups, Business Strategy, Supply Chain Management, Project Planning, Product Development, Process Improvement, Management, Change Management, Operations Management, Transportation, Entrepreneurship, SaaS, Negotiation, Outsourcing, Business Development, Business Intelligence, Strategy, CRM
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
Anna University- Chennai, India 1983 — 1985
M.S
Madurai Kamaraj University 1981 — 1983
Master of Science (M.S.)
Christine Crisci Christine Crisci's Transamerica Financial Services Experience June 1989 - July 1991
Job Title Examiner II at Stewart Title
Industry Financial Services
Experience
Stewart Title June 2014 - Present
Bank of America/Landsafe September 2008 - June 2014
Chase Home Finance January 2002 - April 2008
Chase Home Finance June 1998 - December 2001
Founders Title/ HB Title October 1996 - May 1998
Mortgage Service America/GMAC Mortgage June 1993 - October 1995
TRW Title Ins of NY July 1991 - June 1993
Transamerica Financial Services June 1989 - July 1991
Skills
Title Insurance, Loan Origination, Mortgage Servicing, loan processor, Title Searches, Title Clearing, mortgage closer, Mortgage Lending, Refinance, FHA, FHA financing, Mortgage Banking, Residential Mortgages, VA loans, Loans, Credit, FHA Financing, Mortgage Underwriting, Banking, Consumer Lending, Mortgage Marketing, Loss Mitigation, Reverse Mortgages, Loan Servicing, Credit Analysis, VA Loans, Sales, Closings, Construction Loans
Education
Long Island University, C.W. Post Campus 1985 — 1989
Bachelor, Business Administration
Long Island University/ C.W. Post 1985 — 1989
Bachelor of Science degree, Business Administration; Management Major
Stewart Title June 2014 - Present
Bank of America/Landsafe September 2008 - June 2014
Chase Home Finance January 2002 - April 2008
Chase Home Finance June 1998 - December 2001
Founders Title/ HB Title October 1996 - May 1998
Mortgage Service America/GMAC Mortgage June 1993 - October 1995
TRW Title Ins of NY July 1991 - June 1993
Transamerica Financial Services June 1989 - July 1991
Skills
Title Insurance, Loan Origination, Mortgage Servicing, loan processor, Title Searches, Title Clearing, mortgage closer, Mortgage Lending, Refinance, FHA, FHA financing, Mortgage Banking, Residential Mortgages, VA loans, Loans, Credit, FHA Financing, Mortgage Underwriting, Banking, Consumer Lending, Mortgage Marketing, Loss Mitigation, Reverse Mortgages, Loan Servicing, Credit Analysis, VA Loans, Sales, Closings, Construction Loans
Education
Long Island University, C.W. Post Campus 1985 — 1989
Bachelor, Business Administration
Long Island University/ C.W. Post 1985 — 1989
Bachelor of Science degree, Business Administration; Management Major
Yanna Jorni-Reid Yanna Jorni-Reid's Transamerica Financial Services Experience 1979 - 1997
Job Banking & Mortgage Professional with extensive Sales & Management experience
Industry Banking
Experience
I.C.E. January 2012 - Present
Grand Canyon University 2010 - 2011
Fieldstone Mortgage Company 2005 - 2006
BBVA Compass Bank 2004 - 2005
Washington Mutual Bank, Inc. 2001 - 2004
Banc One Financial Services 1998 - 2001
Transamerica Financial Services 1979 - 1997
Skills
Digital Photography, Sales Management, Coaching, Fundraising, Leadership Development, Microsoft Office, Non-profits, Newsletters, Social Networking, New Business Development, Photoshop, Social Media, Team Building, Mortgage Lending, Loans, Loan Origination, Sales, Marketing, Banking, Management, Customer Service, Finance, Program Management, Financial Services, Small Business
Education
Portland Community College 1981 — 1983
Associates, Real Estate/Finance
Portland State University - School of Business 1979 — 1980
Associates, Finance/Business
I.C.E. January 2012 - Present
Grand Canyon University 2010 - 2011
Fieldstone Mortgage Company 2005 - 2006
BBVA Compass Bank 2004 - 2005
Washington Mutual Bank, Inc. 2001 - 2004
Banc One Financial Services 1998 - 2001
Transamerica Financial Services 1979 - 1997
Skills
Digital Photography, Sales Management, Coaching, Fundraising, Leadership Development, Microsoft Office, Non-profits, Newsletters, Social Networking, New Business Development, Photoshop, Social Media, Team Building, Mortgage Lending, Loans, Loan Origination, Sales, Marketing, Banking, Management, Customer Service, Finance, Program Management, Financial Services, Small Business
Education
Portland Community College 1981 — 1983
Associates, Real Estate/Finance
Portland State University - School of Business 1979 — 1980
Associates, Finance/Business
Veronica Costa Veronica Costa's Transamerica Financial Services Experience January 1991 - January 1993
Job REALTOR at Berkshire Hathaway Home Services California Properties
Industry Real Estate
Experience
Prudential California Realty February 2007 - Present
DCH Auto Group October 2005 - February 2007
Automatic Data Processing June 1997 - October 2005
AVCO Financial Services January 1993 - January 1997
Transamerica Financial Services January 1991 - January 1993
Skills
Residential Homes, REO, Real Estate, Residential Communities, Relocation, Relocation Buyers, Certified Relocation..., Certified Relocation, Relocation Sellers, Certified Short Sales, Short Sales, Foreclosures, FHA, First Time Home Buyers, Property, Sellers, Real Property, Buyers, Luxury, Move Up Buyers, SFR, Listings, Investors, Referrals, Buyer Representation, Single Family Homes, Income Properties, 1031 Exchanges, e-PRO, HUD, Seller Representation, New Home Sales, Townhomes
Education
Cerritos College 1989 — 1991
Degree in Humanities, Humanities/Liberal Arts
Prudential California Realty February 2007 - Present
DCH Auto Group October 2005 - February 2007
Automatic Data Processing June 1997 - October 2005
AVCO Financial Services January 1993 - January 1997
Transamerica Financial Services January 1991 - January 1993
Skills
Residential Homes, REO, Real Estate, Residential Communities, Relocation, Relocation Buyers, Certified Relocation..., Certified Relocation, Relocation Sellers, Certified Short Sales, Short Sales, Foreclosures, FHA, First Time Home Buyers, Property, Sellers, Real Property, Buyers, Luxury, Move Up Buyers, SFR, Listings, Investors, Referrals, Buyer Representation, Single Family Homes, Income Properties, 1031 Exchanges, e-PRO, HUD, Seller Representation, New Home Sales, Townhomes
Education
Cerritos College 1989 — 1991
Degree in Humanities, Humanities/Liberal Arts
Jeff Segal Jeff Segal's Transamerica Financial Services Experience September 1988 - May 1996
Job President at Lighthouse Mortgage Corp
Industry Financial Services
Experience
Lighthouse Mortgage Corp October 2000 - Present
Transamerica Financial Services September 1988 - May 1996
Skills
Mortgage Lending, Loans, Real Estate, New Business Development, Mortgage Banking, Sales Management, Residential Mortgages, FHA, Strategic Planning, Credit, Underwriting, Sales, Team Building, Loan Origination, Refinance, Investment Properties, Management, Financial Analysis, Leadership, Marketing, Finance, First Time Home Buyers, Banking, Business Planning, Commercial Real Estate, Business Development, Negotiation, REO, Coaching, Residential Homes, Selling, Commercial Lending, Program Management, Time Management, Investments, Customer Service, Training, Property, Executive Management, Risk Management, Small Business, Real Estate Financing, Insurance, Real Estate Economics, Contract Negotiation
Education
University of Colorado Boulder 1983 — 1987
BS, Marketing and Real Estate
Lighthouse Mortgage Corp October 2000 - Present
Transamerica Financial Services September 1988 - May 1996
Skills
Mortgage Lending, Loans, Real Estate, New Business Development, Mortgage Banking, Sales Management, Residential Mortgages, FHA, Strategic Planning, Credit, Underwriting, Sales, Team Building, Loan Origination, Refinance, Investment Properties, Management, Financial Analysis, Leadership, Marketing, Finance, First Time Home Buyers, Banking, Business Planning, Commercial Real Estate, Business Development, Negotiation, REO, Coaching, Residential Homes, Selling, Commercial Lending, Program Management, Time Management, Investments, Customer Service, Training, Property, Executive Management, Risk Management, Small Business, Real Estate Financing, Insurance, Real Estate Economics, Contract Negotiation
Education
University of Colorado Boulder 1983 — 1987
BS, Marketing and Real Estate
Clark Aliano's Transamerica Financial Services Experience April 1988 - October 1989
Job Senior Loan Officer at American Pacific Mortgage NMLS ID: 252422
Industry Financial Services
Experience
American Pacific Mortgage September 2015 - Present
The Aliano Group August 2010 - September 2015
Dolphin Mortgage Corporation August 1994 - July 2010
First Capital (a Division of PHH) July 2001 - October 2005
Security First Funding Corporation January 1992 - August 1994
Long Beach Bank, F.S.B. October 1989 - January 1992
Transamerica Financial Services April 1988 - October 1989
Skills
Mortgage Lending, Refinance, FHA, Loans, Investment Properties, Certified Mortgage..., First Time Home Buyers, Residential Homes, Mortgage Banking, Finance, Credit, Foreclosures, Loan Origination, Residential Mortgages, Referrals, Real Estate Transactions, Financial Services, Commercial Real Estate, Real Estate Financing, Sales Management, Real Estate Economics, Mortgage Underwriting, FHA financing, Account Management, Public Speaking, Strategic Financial..., Financial Accounting, Real Estate Finance, High Net Worth..., Mortgage Planning, Private Money, Business Loans, Venture Capital, Integrity, Venture Financing, Financial Planning, Mortgage, Commercial Finance, Project Finance, Money, High Level Networking, Affluent, First Time Buyers, Purchase, Residential, Conventional, VA, 80/10/10, VA Loans
Education
Mt. San Antonio College 1988 — 1988
Northview High School
Diploma
American Pacific Mortgage September 2015 - Present
The Aliano Group August 2010 - September 2015
Dolphin Mortgage Corporation August 1994 - July 2010
First Capital (a Division of PHH) July 2001 - October 2005
Security First Funding Corporation January 1992 - August 1994
Long Beach Bank, F.S.B. October 1989 - January 1992
Transamerica Financial Services April 1988 - October 1989
Skills
Mortgage Lending, Refinance, FHA, Loans, Investment Properties, Certified Mortgage..., First Time Home Buyers, Residential Homes, Mortgage Banking, Finance, Credit, Foreclosures, Loan Origination, Residential Mortgages, Referrals, Real Estate Transactions, Financial Services, Commercial Real Estate, Real Estate Financing, Sales Management, Real Estate Economics, Mortgage Underwriting, FHA financing, Account Management, Public Speaking, Strategic Financial..., Financial Accounting, Real Estate Finance, High Net Worth..., Mortgage Planning, Private Money, Business Loans, Venture Capital, Integrity, Venture Financing, Financial Planning, Mortgage, Commercial Finance, Project Finance, Money, High Level Networking, Affluent, First Time Buyers, Purchase, Residential, Conventional, VA, 80/10/10, VA Loans
Education
Mt. San Antonio College 1988 — 1988
Northview High School
Diploma
Randy Witherow Randy Witherow's Transamerica Financial Services Experience June 1993 - August 1997
Job Lending Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage June 2010 - Present
Citi Mortgage November 2008 - May 2010
Ad2 Networks April 2007 - October 2008
Novastar Mortgage 2003 - 2007
Charter One Credit September 1997 - October 2002
Transamerica Financial Services June 1993 - August 1997
Education
Kent State University 1988 — 1993
Bachelor, Business Administration
Wells Fargo Home Mortgage June 2010 - Present
Citi Mortgage November 2008 - May 2010
Ad2 Networks April 2007 - October 2008
Novastar Mortgage 2003 - 2007
Charter One Credit September 1997 - October 2002
Transamerica Financial Services June 1993 - August 1997
Education
Kent State University 1988 — 1993
Bachelor, Business Administration
Jane Fransella Jane Fransella's Transamerica Financial Services Experience January 1995 - January 1997
Job Excellent Executive Assistant and Administrator
Industry Executive Office
Experience
UCLA School of Dentistry Trainer 'Business Englishdidactica SprachinstitutMay 2010 - November 2011
LOTUS COMMUNICATIONS CORP August 2000 - December 2009
Autoland November 1997 - June 2000
MARGARET LOFARO, CFP January 1997 - November 1997
TRANSAMERICA FINANCIAL SERVICES January 1995 - January 1997
HOUSEHOLD BANK January 1993 - January 1995
SECURITY PACIFIC FINANCIAL/BANK OF AMERICA January 1990 - January 1993
Skills
Project Planning, Event Planning, Administration, Microsoft Office, Customer Relations, Problem Solving, Outlook, Word, Excel, Customer Service, PowerPoint, Office Management, Research, English, Event Management, Supervisory Skills, Project Management, Social Media, Microsoft Excel, System Administration, Human Resources, Marketing, Time Management, Training, CRM
Education
University of Redlands 2006 — 2008
MBA, Business Administration and Information Systems, 3.92
University of Redlands 2006 — 2008
Masters Degree; Bachelor of Science Degree, Business Administration and Information Systems; Business Management, 3.83
University of Cambridge 2007 — 2007
Special Course, International Business
Chaffey College
Associates Degree
UCLA School of Dentistry Trainer 'Business Englishdidactica SprachinstitutMay 2010 - November 2011
LOTUS COMMUNICATIONS CORP August 2000 - December 2009
Autoland November 1997 - June 2000
MARGARET LOFARO, CFP January 1997 - November 1997
TRANSAMERICA FINANCIAL SERVICES January 1995 - January 1997
HOUSEHOLD BANK January 1993 - January 1995
SECURITY PACIFIC FINANCIAL/BANK OF AMERICA January 1990 - January 1993
Skills
Project Planning, Event Planning, Administration, Microsoft Office, Customer Relations, Problem Solving, Outlook, Word, Excel, Customer Service, PowerPoint, Office Management, Research, English, Event Management, Supervisory Skills, Project Management, Social Media, Microsoft Excel, System Administration, Human Resources, Marketing, Time Management, Training, CRM
Education
University of Redlands 2006 — 2008
MBA, Business Administration and Information Systems, 3.92
University of Redlands 2006 — 2008
Masters Degree; Bachelor of Science Degree, Business Administration and Information Systems; Business Management, 3.83
University of Cambridge 2007 — 2007
Special Course, International Business
Chaffey College
Associates Degree
Des Donegan Des Donegan's Transamerica Financial Services Experience February 1987 - October 1987
Job Sr Eng Lab Tech Specialist at GLOBALFOUNDRIES
Industry Semiconductors
Experience
GLOBALFOUNDRIES July 2015 - Present
IBM November 1987 - July 2015
Transamerica Financial Services February 1987 - October 1987
Skills
Training, Manufacturing..., Process Engineering, expediter, Manufacturing, Cross-functional Team..., Program Management, Integration, Testing, Engineering, Project Management, Process Improvement, Six Sigma, Team Leadership, Troubleshooting, Project Planning, MS Project, Semiconductors, Lean Manufacturing, Process Simulation, Engineering Management, SAP, Continuous Improvement, SPC, Electronics, Design of Experiments, Product Development, PMP
Education
Dutchess Community College 2002 — 2005
A.A.S., Electrical Eng Technology
Mercy College 1988 — 1989
Certificate, Paralegal
State University of New York at New Paltz 1983 — 1986
Bachelor's Degree, Political Science/Philosophy
GLOBALFOUNDRIES July 2015 - Present
IBM November 1987 - July 2015
Transamerica Financial Services February 1987 - October 1987
Skills
Training, Manufacturing..., Process Engineering, expediter, Manufacturing, Cross-functional Team..., Program Management, Integration, Testing, Engineering, Project Management, Process Improvement, Six Sigma, Team Leadership, Troubleshooting, Project Planning, MS Project, Semiconductors, Lean Manufacturing, Process Simulation, Engineering Management, SAP, Continuous Improvement, SPC, Electronics, Design of Experiments, Product Development, PMP
Education
Dutchess Community College 2002 — 2005
A.A.S., Electrical Eng Technology
Mercy College 1988 — 1989
Certificate, Paralegal
State University of New York at New Paltz 1983 — 1986
Bachelor's Degree, Political Science/Philosophy
Jason Kjellander Jason Kjellander's Transamerica Financial Services Experience October 1995 - July 1997
Job Territory Sales Manager at
Industry Electrical/Electronic Manufacturing
Experience
Chamberlain October 2010 - Present
Chamberlain May 2010 - October 2010
PlainsCapital Bank December 2008 - May 2010
The Chase Manhattan Bank January 2007 - September 2007
New Century Financial Corp October 2001 - January 2007
Advanta Finance August 1997 - March 2001
TransAmerica Financial Services October 1995 - July 1997
Skills
Mortgage Banking, Business Development, Leadership, Sales Management, Training, Recruiting
Education
Illinois State University 1993 — 1995
BS, Sociology/Gerontology
Monmouth College 1989 — 1992
Business Administration
Chamberlain October 2010 - Present
Chamberlain May 2010 - October 2010
PlainsCapital Bank December 2008 - May 2010
The Chase Manhattan Bank January 2007 - September 2007
New Century Financial Corp October 2001 - January 2007
Advanta Finance August 1997 - March 2001
TransAmerica Financial Services October 1995 - July 1997
Skills
Mortgage Banking, Business Development, Leadership, Sales Management, Training, Recruiting
Education
Illinois State University 1993 — 1995
BS, Sociology/Gerontology
Monmouth College 1989 — 1992
Business Administration
Davis Sharon Davis Sharon's Transamerica Financial Services Experience September 1986 - October 1997
Job
Industry Computer Software
Experience
ADP October 1997 - Present
Transamerica Financial Services September 1986 - October 1997
Liberty Mutual Insurance April 1981 - June 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Hesser College 1984 — 1985
Associate of Science (AS), Computer Programming
Southern Connecticut State University 1970 — 1971
N/A, General Studies
ADP October 1997 - Present
Transamerica Financial Services September 1986 - October 1997
Liberty Mutual Insurance April 1981 - June 1986
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Hesser College 1984 — 1985
Associate of Science (AS), Computer Programming
Southern Connecticut State University 1970 — 1971
N/A, General Studies
Greg Pic'l Greg Pic'l's Transamerica Financial Services Experience 1989 — 1993
Job Manager IT, KPMG
Industry Information Technology and Services
Experience
KPMG August 2007 — Present
Enterprise Technologies, Inc. May 2003 — August 2007
Covansys May 1999 — April 2003
Musicam Express July 1996 — March 1998
The Walt Disney Company, BVHV September 1993 — July 1996
Transamerica Financial Services 1989 — 1993
Skills
IT Strategy, Sarbanes-Oxley Act, IT Management, Business Process..., Business Analysis, IT Audit, Disaster Recovery, Governance, Process Improvement, ITIL, Information Technology, Business Process, IT Service Management, Project Management, Change Management, Strategic Planning, PMO, IT Operations, Project Portfolio..., Vendor Management, SDLC
Education
Humboldt State University 1980 — 1982
MS, Marine Sciences, Natural Resources
KPMG August 2007 — Present
Enterprise Technologies, Inc. May 2003 — August 2007
Covansys May 1999 — April 2003
Musicam Express July 1996 — March 1998
The Walt Disney Company, BVHV September 1993 — July 1996
Transamerica Financial Services 1989 — 1993
Skills
IT Strategy, Sarbanes-Oxley Act, IT Management, Business Process..., Business Analysis, IT Audit, Disaster Recovery, Governance, Process Improvement, ITIL, Information Technology, Business Process, IT Service Management, Project Management, Change Management, Strategic Planning, PMO, IT Operations, Project Portfolio..., Vendor Management, SDLC
Education
Humboldt State University 1980 — 1982
MS, Marine Sciences, Natural Resources
A.J. Fox's Transamerica Financial Services Experience September 1994 - July 1996
Job Commercial Finance Sales Executive
Industry Financial Services
Experience
GoKapital April 2015 - Present
Morgan Stanley Wealth Management July 1996 - February 2014
Transamerica Financial Services September 1994 - July 1996
Transamerica Financial Services September 1992 - September 1994
Skills
Registered with NASD:..., Wealth Management, Education Funding, Retirement Planning, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Subprime Automobile..., Subprime Mortgage..., Sales, Commercial Real Estate..., Financial Modeling, Analysis, Alternative Investments, Uncollateralized..., B2B, Leadership, Management, Fixed Income Trading, Equity Trading
Education
University of Massachusetts Dartmouth
Bachelor of Science, Finance
Medway Jr. Sr. High School 1981 — 1986
Doploma
GoKapital April 2015 - Present
Morgan Stanley Wealth Management July 1996 - February 2014
Transamerica Financial Services September 1994 - July 1996
Transamerica Financial Services September 1992 - September 1994
Skills
Registered with NASD:..., Wealth Management, Education Funding, Retirement Planning, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Subprime Automobile..., Subprime Mortgage..., Sales, Commercial Real Estate..., Financial Modeling, Analysis, Alternative Investments, Uncollateralized..., B2B, Leadership, Management, Fixed Income Trading, Equity Trading
Education
University of Massachusetts Dartmouth
Bachelor of Science, Finance
Medway Jr. Sr. High School 1981 — 1986
Doploma
Eric Printup's Transamerica Financial Services Experience 1985 - 1990
Job Director of Loan Processing ACC Capital Holdings
Industry Financial Services
Experience
American First Credit Union March 2008 - June 2008
ACC Capital Holdings Corp October 1996 - May 2007
ACC Capital Holdings Corp 1996 - 2007
Beneficial Mortgage Company 1991 - 1996
Transamerica Financial Services 1985 - 1990
Skills
Strategic Planning, Loans, Performance Management, Mortgage Lending, Employee Training, Process Improvement, Leadership, Sales Management, Contract Negotiation, Loan Origination, Selling, Refinance, Customer Satisfaction, Leadership Development, Time Management, Analysis, Budgets, Sales, Loss Mitigation, Vendor Management, Executive Management, Management, Business Development, Risk Management, Residential Mortgages, Coaching, Training, Mortgage Banking, Credit Analysis, New Business Development, Banking, Financial Analysis, Business Process..., Underwriting, Business Planning, Employee Benefits, Team Building, Talent Acquisition, Operations Management, Recruiting, Negotiation, Call Centers, Employee Relations, Business Analysis, Talent Management, Customer Service, Credit, FHA, VA loans, Loan Servicing
Education
Fullerton College
High School
American First Credit Union March 2008 - June 2008
ACC Capital Holdings Corp October 1996 - May 2007
ACC Capital Holdings Corp 1996 - 2007
Beneficial Mortgage Company 1991 - 1996
Transamerica Financial Services 1985 - 1990
Skills
Strategic Planning, Loans, Performance Management, Mortgage Lending, Employee Training, Process Improvement, Leadership, Sales Management, Contract Negotiation, Loan Origination, Selling, Refinance, Customer Satisfaction, Leadership Development, Time Management, Analysis, Budgets, Sales, Loss Mitigation, Vendor Management, Executive Management, Management, Business Development, Risk Management, Residential Mortgages, Coaching, Training, Mortgage Banking, Credit Analysis, New Business Development, Banking, Financial Analysis, Business Process..., Underwriting, Business Planning, Employee Benefits, Team Building, Talent Acquisition, Operations Management, Recruiting, Negotiation, Call Centers, Employee Relations, Business Analysis, Talent Management, Customer Service, Credit, FHA, VA loans, Loan Servicing
Education
Fullerton College
High School
Holly Greene's Transamerica Financial Services Experience August 1991 - December 1996
Job Operations Management
Industry Wholesale
Experience
EdgeMAC May 2012 - Present
BrooksAmerica Mortgage May 2006 - October 2007
Ameriquest Mortgage Corporation September 1997 - May 2006
Transamerica Financial Services August 1991 - December 1996
Skills
Account Management, Auditing, B2B, Banking, Budgets, Business Development, Business Strategy, Change Management, Coaching, Credit Analysis, Credit, Cross-functional Team..., Executive Management, Due Diligence, Finance, Forecasting, Financial Risk, Foreclosures, Financial Analysis, Human Resources, Funding, Loan Modifications, Loan Servicing, Loan Origination, Loss Mitigation, Marketing, Management, Microsoft Office, Mortgage Lending, Negotiation, Operations Management, Organizational..., Procurement, Product Development, Project Management, Purchasing, Recruiting, Retail, Sales, Sales Operations, Security, Strategic Planning, Training, Underwriting, Customer Service, FHA, Leadership, Real Estate, Loans, Team Building
Education
Colorado State University 1985 — 1989
EdgeMAC May 2012 - Present
BrooksAmerica Mortgage May 2006 - October 2007
Ameriquest Mortgage Corporation September 1997 - May 2006
Transamerica Financial Services August 1991 - December 1996
Skills
Account Management, Auditing, B2B, Banking, Budgets, Business Development, Business Strategy, Change Management, Coaching, Credit Analysis, Credit, Cross-functional Team..., Executive Management, Due Diligence, Finance, Forecasting, Financial Risk, Foreclosures, Financial Analysis, Human Resources, Funding, Loan Modifications, Loan Servicing, Loan Origination, Loss Mitigation, Marketing, Management, Microsoft Office, Mortgage Lending, Negotiation, Operations Management, Organizational..., Procurement, Product Development, Project Management, Purchasing, Recruiting, Retail, Sales, Sales Operations, Security, Strategic Planning, Training, Underwriting, Customer Service, FHA, Leadership, Real Estate, Loans, Team Building
Education
Colorado State University 1985 — 1989
Tammy Trefny's Transamerica Financial Services Experience January 1990 - August 1992
Job Senior Account ManagerBusiness Development
Industry Financial Services
Experience
Fannie Mae July 2001 - Present
Morgan Stanley Credit Corporation September 1992 - June 2001
Transamerica Financial Services January 1990 - August 1992
Skills
Contract Negotiations, Mortgage Lending, Loans, Mortgage, Credit Unions, Underwriting, Credit, Consultative Selling, Risk Management, Vendor Management, Customer Relations, Account Management, Sales Management, Strategic Planning, Customer Service, New Business Development, Negotiation, Mortgage Banking, Contract Negotiation, Banking, Refinance, Relationship Management, Funding, Business Development, CRM, Loss Mitigation, Management, Residential Mortgages, Loan Servicing, Mortgage Servicing, FHA, Mortgage Underwriting, Loan Origination, Foreclosures, Call Centers, Home Equity Loans, Credit Analysis, Mortgage Marketing, Credit Risk, VA loans, FHA financing, Consumer Lending, Construction Loans, Commercial Mortgages, Reverse Mortgages, Financial Services, Portfolio Management, Executive Management
Education
Lake Forest College 1986 — 1988
B.A., Business
Morton College 1984 — 1986
A.A., Business
Fannie Mae July 2001 - Present
Morgan Stanley Credit Corporation September 1992 - June 2001
Transamerica Financial Services January 1990 - August 1992
Skills
Contract Negotiations, Mortgage Lending, Loans, Mortgage, Credit Unions, Underwriting, Credit, Consultative Selling, Risk Management, Vendor Management, Customer Relations, Account Management, Sales Management, Strategic Planning, Customer Service, New Business Development, Negotiation, Mortgage Banking, Contract Negotiation, Banking, Refinance, Relationship Management, Funding, Business Development, CRM, Loss Mitigation, Management, Residential Mortgages, Loan Servicing, Mortgage Servicing, FHA, Mortgage Underwriting, Loan Origination, Foreclosures, Call Centers, Home Equity Loans, Credit Analysis, Mortgage Marketing, Credit Risk, VA loans, FHA financing, Consumer Lending, Construction Loans, Commercial Mortgages, Reverse Mortgages, Financial Services, Portfolio Management, Executive Management
Education
Lake Forest College 1986 — 1988
B.A., Business
Morton College 1984 — 1986
A.A., Business
Robin L. Katz's Transamerica Financial Services Experience October 1984 - February 1995
Job Auto Finance Specialist
Industry Financial Services
Experience
Achieva Credit Union July 2015 - Present
JPMorgan Chase March 2012 - Present
JPMorgan Chase March 2009 - Present
JPMorgan Chase March 2009 - Present
Saxon Mortgage, A Morgan Stanley Company June 2007 - February 2008
New Century Mortgage January 2001 - March 2007
Oceans Funding Company Inc April 1995 - October 2001
Transamerica Financial Services October 1984 - February 1995
Skills
Loans, Underwriting, Banking, Coaching, Account Management, Customer Service, Residential Mortgages, Team Building, Relationship Management, Sales, Leadership, Customer Satisfaction, Sales Process, Budgets, Training, Employee Training, Team Management, Analysis, Finance, Management, Recruiting
Education
Adelphi University 1980 — 1983
BA, Psychology
Smithtown High School West 1971 — 1976
Achieva Credit Union July 2015 - Present
JPMorgan Chase March 2012 - Present
JPMorgan Chase March 2009 - Present
JPMorgan Chase March 2009 - Present
Saxon Mortgage, A Morgan Stanley Company June 2007 - February 2008
New Century Mortgage January 2001 - March 2007
Oceans Funding Company Inc April 1995 - October 2001
Transamerica Financial Services October 1984 - February 1995
Skills
Loans, Underwriting, Banking, Coaching, Account Management, Customer Service, Residential Mortgages, Team Building, Relationship Management, Sales, Leadership, Customer Satisfaction, Sales Process, Budgets, Training, Employee Training, Team Management, Analysis, Finance, Management, Recruiting
Education
Adelphi University 1980 — 1983
BA, Psychology
Smithtown High School West 1971 — 1976
Juan Tuason's Transamerica Financial Services Experience April 1994 - November 1995
Job President and CoFounder Paragon Home Care
Industry Hospital & Health Care
Experience
Paragon Home Care January 2013 - Present
Fannie Mae May 2001 - October 2012
United Communications Group December 1999 - May 2001
Fieldstone Mortgage Company April 1998 - December 1999
First Guaranty Mortgage Corp December 1996 - April 1998
First Fidelity Funding - Columbia, MD November 1995 - December 1996
Transamerica Financial Services April 1994 - November 1995
Skills
Program Management, Risk Management, Vendor Management, Business Analysis, Process Improvement, Change Management, Management Consulting, Project Management, Strategic Planning, Business Process..., PMO, Business Strategy, Analysis, Business Development, Strategy, Management, Leadership, Cross-functional Team..., Executive Management, CRM, Business Intelligence
Education
The George Washington University - School of Business 2002 — 2004
Masters
George Mason University 1988 — 1992
BA
Bishop Dennis J. O'Connell High School 1985 — 1988
High School Diploma
Paragon Home Care January 2013 - Present
Fannie Mae May 2001 - October 2012
United Communications Group December 1999 - May 2001
Fieldstone Mortgage Company April 1998 - December 1999
First Guaranty Mortgage Corp December 1996 - April 1998
First Fidelity Funding - Columbia, MD November 1995 - December 1996
Transamerica Financial Services April 1994 - November 1995
Skills
Program Management, Risk Management, Vendor Management, Business Analysis, Process Improvement, Change Management, Management Consulting, Project Management, Strategic Planning, Business Process..., PMO, Business Strategy, Analysis, Business Development, Strategy, Management, Leadership, Cross-functional Team..., Executive Management, CRM, Business Intelligence
Education
The George Washington University - School of Business 2002 — 2004
Masters
George Mason University 1988 — 1992
BA
Bishop Dennis J. O'Connell High School 1985 — 1988
High School Diploma
Curtis Howrey's Transamerica Financial Services Experience 1985 - 1996
Job Experinced Sales manager
Industry Real Estate
Experience
REALTY BROKERAGE SERVICES January 2010 - Present
equity 1 lenders 2002 - 2006
Transamerica Financial Services 1985 - 1996
Education
NATIONAL UNIVERSITY 1990 — 1992
REALTY BROKERAGE SERVICES January 2010 - Present
equity 1 lenders 2002 - 2006
Transamerica Financial Services 1985 - 1996
Education
NATIONAL UNIVERSITY 1990 — 1992
Ron Cannon's Transamerica Financial Services Experience April 1992 - September 1995
Job Vice President, Project and Operations Management
Industry Financial Services
Experience
Bank of America February 2010 - July 2015
Bank of America July 2008 - February 2010
Countrywide Financial Corporation (acquired by Bank of America) August 1998 - July 2008
Transamerica Financial Services April 1992 - September 1995
Skills
Risk Management, Leadership, Training, Mortgage Banking, Coaching, Management, Credit, Mortgage Underwriting, Loans, Mortgage Lending, Change Management, Underwriting, Team Building, Project Management, Strategic Planning, Loan Origination, Performance Management, Operations Management, Financial Risk, Quality Control, Credit Analysis, Credit Risk, Data Analysis, Customer Service, Finance, Visio, Creative Problem Solving, Mentoring, Problem Solving, Compliance, Mortgage Fraud..., Residential Mortgages, Refinance, FHA, Consumer Lending, Process Improvement, Banking, Sales, Portfolio Management, Financial Services, Financial Analysis, Relationship Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Strategic Management
Indiana University Bloomington 1987 — 1991
BS, Marketing
Bank of America February 2010 - July 2015
Bank of America July 2008 - February 2010
Countrywide Financial Corporation (acquired by Bank of America) August 1998 - July 2008
Transamerica Financial Services April 1992 - September 1995
Skills
Risk Management, Leadership, Training, Mortgage Banking, Coaching, Management, Credit, Mortgage Underwriting, Loans, Mortgage Lending, Change Management, Underwriting, Team Building, Project Management, Strategic Planning, Loan Origination, Performance Management, Operations Management, Financial Risk, Quality Control, Credit Analysis, Credit Risk, Data Analysis, Customer Service, Finance, Visio, Creative Problem Solving, Mentoring, Problem Solving, Compliance, Mortgage Fraud..., Residential Mortgages, Refinance, FHA, Consumer Lending, Process Improvement, Banking, Sales, Portfolio Management, Financial Services, Financial Analysis, Relationship Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Strategic Management
Indiana University Bloomington 1987 — 1991
BS, Marketing
Brian Von Bergen's Transamerica Financial Services Experience 1993 - 1996
Job SVP Mortgage Servicing Executive at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Wells Fargo Home Mortgage January 2009 - July 2012
Mid-Atlantic Financial Services October 2007 - January 2009
MortgageSimple August 2006 - April 2007
IndyMac Bank July 2005 - August 2006
Union Mortgage Group April 2001 - July 2005
First Union Home Equity Bank 1996 - 2001
Transamerica Financial Services 1993 - 1996
Skills
Mortgage Lending, Underwriting, Loans, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Portfolio Management, Banking, Credit, Leadership, Finance, Credit Analysis, Mortgage Servicing, Loss Mitigation, Relationship Management, Commercial Lending, Consumer Lending, Risk Management, Loan Modifications, USDA, VA loans, Refinance, Loan Servicing, Commercial Mortgages, Credit Risk, Small Business Lending, FHA financing, Mortgage Underwriting, Reverse Mortgages, Construction Loans, Lines Of Credit, Commercial Banking, Default, Financial Services, Certified Mortgage..., Real Estate Financing, Government Loans, Retail Banking, Funding, Home Equity Loans, Financial Structuring, Financial Risk, Investments, FHA Financing, VA Loans
Education
The University of Akron 1990 — 1992
Bachelor's degree, Finance, General
Warren john f Kennedy
Warren john f Kennedy
Bank of America July 2012 - Present
Wells Fargo Home Mortgage January 2009 - July 2012
Mid-Atlantic Financial Services October 2007 - January 2009
MortgageSimple August 2006 - April 2007
IndyMac Bank July 2005 - August 2006
Union Mortgage Group April 2001 - July 2005
First Union Home Equity Bank 1996 - 2001
Transamerica Financial Services 1993 - 1996
Skills
Mortgage Lending, Underwriting, Loans, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Portfolio Management, Banking, Credit, Leadership, Finance, Credit Analysis, Mortgage Servicing, Loss Mitigation, Relationship Management, Commercial Lending, Consumer Lending, Risk Management, Loan Modifications, USDA, VA loans, Refinance, Loan Servicing, Commercial Mortgages, Credit Risk, Small Business Lending, FHA financing, Mortgage Underwriting, Reverse Mortgages, Construction Loans, Lines Of Credit, Commercial Banking, Default, Financial Services, Certified Mortgage..., Real Estate Financing, Government Loans, Retail Banking, Funding, Home Equity Loans, Financial Structuring, Financial Risk, Investments, FHA Financing, VA Loans
Education
The University of Akron 1990 — 1992
Bachelor's degree, Finance, General
Warren john f Kennedy
Warren john f Kennedy
Frank McKenzie's Transamerica Financial Services Experience 1995 - 1997
Job CEO/FOUNDER of NGUNS! INC.
Industry Design
Experience
LokBlok Inc May 2005 - Present
NGUNS! INC. June 2014 - Present
Opus Capital Markets Consultants December 2011 - August 2012
Gratto Italian Restaurant February 2011 - March 2012
Led Retrofit Sales May 2008 - June 2011
Integra Mortgage Corp May 2007 - April 2010
Transamerica Financial Services 1995 - 1997
Skills
First Time Home Buyers, Refinance, Investment Properties, Commercial Real Estate, Mortgage Banking, Portfolio Management, Mortgage Lending, Residential Mortgages, Customer Service, Sales, Start-ups, FHA, Negotiation, Construction, Loans, Cold Calling, Selling, Coaching, Financial Analysis, Strategic Planning, Sales Management, Business Development, Account Management, Real Estate, New Business Development, VA loans, Management, Investors, Credit, Team Building, Lead Generation, Due Diligence, Operations Management, Marketing, CRM, Team Leadership
Education
Arizona State University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Arizona State University - W. P. Carey School of Business 1985 — 1990
BS, Finance, Management, Marketing
LokBlok Inc May 2005 - Present
NGUNS! INC. June 2014 - Present
Opus Capital Markets Consultants December 2011 - August 2012
Gratto Italian Restaurant February 2011 - March 2012
Led Retrofit Sales May 2008 - June 2011
Integra Mortgage Corp May 2007 - April 2010
Transamerica Financial Services 1995 - 1997
Skills
First Time Home Buyers, Refinance, Investment Properties, Commercial Real Estate, Mortgage Banking, Portfolio Management, Mortgage Lending, Residential Mortgages, Customer Service, Sales, Start-ups, FHA, Negotiation, Construction, Loans, Cold Calling, Selling, Coaching, Financial Analysis, Strategic Planning, Sales Management, Business Development, Account Management, Real Estate, New Business Development, VA loans, Management, Investors, Credit, Team Building, Lead Generation, Due Diligence, Operations Management, Marketing, CRM, Team Leadership
Education
Arizona State University 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Arizona State University - W. P. Carey School of Business 1985 — 1990
BS, Finance, Management, Marketing
Andrea Christ's Transamerica Financial Services Experience June 1987 - June 1993
Job Office Manager at Culligan International
Industry Financial Services
Experience
Culligan International March 2008 - Present
American Home Equity February 2007 - October 2007
Harbourton Mortgage August 2004 - December 2006
Expanded Mortgage Credit August 2001 - July 2004
PinnFund, USA August 1995 - March 2001
Transamerica Financial Services June 1987 - June 1993
Education
California State University-San Marcos - College of Business Administration 1990 — 1993
Culligan International March 2008 - Present
American Home Equity February 2007 - October 2007
Harbourton Mortgage August 2004 - December 2006
Expanded Mortgage Credit August 2001 - July 2004
PinnFund, USA August 1995 - March 2001
Transamerica Financial Services June 1987 - June 1993
Education
California State University-San Marcos - College of Business Administration 1990 — 1993
Gary Uchino's Transamerica Financial Services Experience 1994 - 1995
Job Retired
Industry Banking
Experience
Retired September 2014 - Present
JACom Credit Union September 2013 - September 2014
FDIC March 2009 - January 2012
Fieldstone Mortgage Comapny 1995 - 2007
Transamerica Financial Services 1994 - 1995
Security Pacific National Bank 1980 - 1993
The Associates 1969 - 1980
Skills
Loss Mitigation, Due Diligence, Loans, Credit, Mortgage, Loan Servicing, Credit Analysis, Underwriting, Mortgage Banking, Loan Origination, Mortgage Lending, Compliance, Risk Mitigation, Workout, Restructuring, Real Estate, Consumer Lending, Operational Risk..., Analysis, Asset Management, Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Risk, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Management, Mergers, Mortgage Servicing, Portfolio Management, Real Estate Economics, Risk Management, Secondary Market, Securities, Securitization, Strategic Financial...
Education
University of Hawaii - Shidler College of Business 1966 — 1969
Business Administration
Narimasu Tokyo American High School 1962 — 1966
Retired September 2014 - Present
JACom Credit Union September 2013 - September 2014
FDIC March 2009 - January 2012
Fieldstone Mortgage Comapny 1995 - 2007
Transamerica Financial Services 1994 - 1995
Security Pacific National Bank 1980 - 1993
The Associates 1969 - 1980
Skills
Loss Mitigation, Due Diligence, Loans, Credit, Mortgage, Loan Servicing, Credit Analysis, Underwriting, Mortgage Banking, Loan Origination, Mortgage Lending, Compliance, Risk Mitigation, Workout, Restructuring, Real Estate, Consumer Lending, Operational Risk..., Analysis, Asset Management, Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Risk, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Leadership, Management, Mergers, Mortgage Servicing, Portfolio Management, Real Estate Economics, Risk Management, Secondary Market, Securities, Securitization, Strategic Financial...
Education
University of Hawaii - Shidler College of Business 1966 — 1969
Business Administration
Narimasu Tokyo American High School 1962 — 1966
Marily Benjamin's Transamerica Financial Services Experience January 1988 - September 1994
Job Credit and Collections Specialist
Industry Financial Services
Experience
Pinnacle Claims Management August 2013 - June 2015
Dell Software Inc. June 2013 - August 2013
Experience Unlimited Volunteer 2013 - June 2013
Classic Party Rentals January 2008 - February 2013
Landsafe May 2004 - November 2007
IndyMac Bank October 2003 - May 2004
Chase Credit Research March 1994 - October 2003
Transamerica Financial Services January 1988 - September 1994
Skills
Management, Leadership, Training, Credit, Sales, Accounts Receivable, Loans, Call Centers, Mortgage Lending, Time Management, B2B, Quality Assurance, Loan Servicing, Customer Service, Forecasting, Microsoft Excel, Team Building, Finance, LinkedIn, Negotiation, Strategic Planning, Coaching, Account Management, Process Improvement, Cross-functional Team..., Customer Satisfaction, Operations Management, Human Resources, Invoicing, Analysis, Contract Negotiation, Team Leadership, Financial Analysis, Outlook, Business Planning
Education
University of Pittsburgh 1986 — 1988
Teaching Crudentials, Education
University of Pittsburgh 1982 — 1986
BA, Communications
Pinnacle Claims Management August 2013 - June 2015
Dell Software Inc. June 2013 - August 2013
Experience Unlimited Volunteer 2013 - June 2013
Classic Party Rentals January 2008 - February 2013
Landsafe May 2004 - November 2007
IndyMac Bank October 2003 - May 2004
Chase Credit Research March 1994 - October 2003
Transamerica Financial Services January 1988 - September 1994
Skills
Management, Leadership, Training, Credit, Sales, Accounts Receivable, Loans, Call Centers, Mortgage Lending, Time Management, B2B, Quality Assurance, Loan Servicing, Customer Service, Forecasting, Microsoft Excel, Team Building, Finance, LinkedIn, Negotiation, Strategic Planning, Coaching, Account Management, Process Improvement, Cross-functional Team..., Customer Satisfaction, Operations Management, Human Resources, Invoicing, Analysis, Contract Negotiation, Team Leadership, Financial Analysis, Outlook, Business Planning
Education
University of Pittsburgh 1986 — 1988
Teaching Crudentials, Education
University of Pittsburgh 1982 — 1986
BA, Communications
Tim Stoker's Transamerica Financial Services Experience January 1991 - August 1991
Job Asset Manager and Operations Management
Industry Financial Services
Experience
Mountain Real Estate Capital, LLC May 2010 - Present
GMAC Rescap August 2005 - December 2009
GMAC ResCap October 1996 - August 2005
GMAC ResCap December 1991 - October 1996
Transamerica Financial Services January 1991 - August 1991
Skills
Analysis, Asset Management, Asset Managment, Construction Loans, Credit, Disposition
Education
Minnesota State University, Mankato 1984 — 1989
B.S., Anthropology & History
Minnesota State University, Mankato 1984 — 1989
Mountain Real Estate Capital, LLC May 2010 - Present
GMAC Rescap August 2005 - December 2009
GMAC ResCap October 1996 - August 2005
GMAC ResCap December 1991 - October 1996
Transamerica Financial Services January 1991 - August 1991
Skills
Analysis, Asset Management, Asset Managment, Construction Loans, Credit, Disposition
Education
Minnesota State University, Mankato 1984 — 1989
B.S., Anthropology & History
Minnesota State University, Mankato 1984 — 1989
Michael Binsacca's Transamerica Financial Services Experience September 1993 - September 1996
Job Managing Director Global Corporate Trust & Escrow Services at US Bank
Industry Financial Services
Experience
US Bank November 2010 - Present
MetLife / Golf Savings Bank March 2008 - November 2010
Wilmington Finance March 2007 - February 2008
Pine Lake Financial Group February 2004 - March 2007
Meritage Mortgage December 1999 - January 2004
American Loan Centers (WMC Mortgage Corp.) January 1998 - December 1999
Royal MortgageBanc October 1996 - December 1997
Transamerica Financial Services September 1993 - September 1996
Skills
Mergers & Acquisitions, Corporate and Municipal..., EB-5 Escrows, Project Finance, P3 Transactions, Corporate Trust, QSF Escrows, Litigation Escrow, Escrow Services, Corporate Trustee, Municipal Trustee, Corporate Law, Negotiation, Business Development, Leadership, Finance, Start-ups, Escrow, Management, Sales, B2B, Risk Management, Banking, Sales Operations, Customer Service, Underwriting, Sales Management, Process Improvement
Education
Humboldt State University 1987 — 1992
BA, Speech Communications
US Bank November 2010 - Present
MetLife / Golf Savings Bank March 2008 - November 2010
Wilmington Finance March 2007 - February 2008
Pine Lake Financial Group February 2004 - March 2007
Meritage Mortgage December 1999 - January 2004
American Loan Centers (WMC Mortgage Corp.) January 1998 - December 1999
Royal MortgageBanc October 1996 - December 1997
Transamerica Financial Services September 1993 - September 1996
Skills
Mergers & Acquisitions, Corporate and Municipal..., EB-5 Escrows, Project Finance, P3 Transactions, Corporate Trust, QSF Escrows, Litigation Escrow, Escrow Services, Corporate Trustee, Municipal Trustee, Corporate Law, Negotiation, Business Development, Leadership, Finance, Start-ups, Escrow, Management, Sales, B2B, Risk Management, Banking, Sales Operations, Customer Service, Underwriting, Sales Management, Process Improvement
Education
Humboldt State University 1987 — 1992
BA, Speech Communications
J. B. Stacy's Transamerica Financial Services Experience March 1995 - March 1997
Job Senior Vice President/Senior Lender at Cornerstone Community Bank
Industry Banking
Experience
Cornerstone Community Bank January 2006 - Present
Umpqua Bank March 1997 - December 2005
Transamerica Financial Services March 1995 - March 1997
Tenneco Packaging March 1987 - March 1997
Skills
Loans, Commercial Banking, Small Business Lending, New Business Development, Business Development, Commercial Lending, Finance, Credit, Customer Service, Team Building, Commercial Mortgages, Credit Analysis, Consumer Lending, Banking, Management, Financial Analysis, Mortgage Lending
Education
Pacific Coast Banking School 2007 — 2009
Banking (Economics/Management)
Simpson University 1992 — 1994
Bachelor of Arts, Business Management and Human Resource Management
Cornerstone Community Bank January 2006 - Present
Umpqua Bank March 1997 - December 2005
Transamerica Financial Services March 1995 - March 1997
Tenneco Packaging March 1987 - March 1997
Skills
Loans, Commercial Banking, Small Business Lending, New Business Development, Business Development, Commercial Lending, Finance, Credit, Customer Service, Team Building, Commercial Mortgages, Credit Analysis, Consumer Lending, Banking, Management, Financial Analysis, Mortgage Lending
Education
Pacific Coast Banking School 2007 — 2009
Banking (Economics/Management)
Simpson University 1992 — 1994
Bachelor of Arts, Business Management and Human Resource Management
Clinton Alcorn's Transamerica Financial Services Experience 1993 - 1997
Job Vice President at Carrington Mortgage Services
Industry Banking
Experience
Carrington Mortgage Services September 2012 - Present
Bank of America November 2008 - March 2012
New Century Mortgage (Home123) 2001 - 2007
Advanta Mortgage 1998 - 2001
Transamerica Financial Services 1993 - 1997
Skills
Loans, Mortgage Lending, Asset Managment, Credit, Due Diligence, Portfolio Management, Real Estate, Banking, Mortgage Banking, FHA, Risk Management, Underwriting, Financial Analysis, Loss Mitigation, Business Development, Investments, Financial Risk, Vendor Management, Mergers, Credit Risk
Education
Monmouth College 1988 — 1992
BA, Economics
Carrington Mortgage Services September 2012 - Present
Bank of America November 2008 - March 2012
New Century Mortgage (Home123) 2001 - 2007
Advanta Mortgage 1998 - 2001
Transamerica Financial Services 1993 - 1997
Skills
Loans, Mortgage Lending, Asset Managment, Credit, Due Diligence, Portfolio Management, Real Estate, Banking, Mortgage Banking, FHA, Risk Management, Underwriting, Financial Analysis, Loss Mitigation, Business Development, Investments, Financial Risk, Vendor Management, Mergers, Credit Risk
Education
Monmouth College 1988 — 1992
BA, Economics
Melvin Kerr's Transamerica Financial Services Experience 1991 - 1996
Job Owner, FYI Kerr's Impressive Travel
Industry Entertainment
Experience
FYI Kerr's Impressive Travel CEO/ HostTHE MINISTRY IN YOU Internet Gospel Show2007 - Present
Transamerica Financial Services 1991 - 1996
Education
Lincoln University (MO) 1974 — 1978
FYI Kerr's Impressive Travel CEO/ HostTHE MINISTRY IN YOU Internet Gospel Show2007 - Present
Transamerica Financial Services 1991 - 1996
Education
Lincoln University (MO) 1974 — 1978
Stacey Reeve's Transamerica Financial Services Experience August 1994 - February 1995
Job Performance Management and Total Rewards Execution at SunTrust
Industry Banking
Experience
SunTrust December 2014 - Present
Invesco Ltd. March 2011 - December 2014
RLG Macy's / Macy's South July 2004 - December 2004
Mail Boxes Etc. October 2000 - April 2004
Jack in the Box, Inc April 1999 - October 2000
Academic Press July 1997 - April 1999
National Steel & Shipbuilding Co July 1995 - July 1997
National Health Laboratories, Inc April 1995 - July 1995
Transamerica Financial Services August 1994 - February 1995
Skills
Budgeting, Compensation, Excel, PowerPoint, Analysis, Financial Analysis, Deferred Compensation, Accounting, Human Resources, Financial Reporting, Forecasting, Leadership Development, Budgets, Strategic Planning, Finance, Auditing, Microsoft Excel, Employee Benefits, Management, Financial Modeling, Market Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Human Resources
California Polytechnic State University 1990 — 1994
Bachelor of Science, Business Administration; Accounting
Kearny High School Salutatorian
SunTrust December 2014 - Present
Invesco Ltd. March 2011 - December 2014
RLG Macy's / Macy's South July 2004 - December 2004
Mail Boxes Etc. October 2000 - April 2004
Jack in the Box, Inc April 1999 - October 2000
Academic Press July 1997 - April 1999
National Steel & Shipbuilding Co July 1995 - July 1997
National Health Laboratories, Inc April 1995 - July 1995
Transamerica Financial Services August 1994 - February 1995
Skills
Budgeting, Compensation, Excel, PowerPoint, Analysis, Financial Analysis, Deferred Compensation, Accounting, Human Resources, Financial Reporting, Forecasting, Leadership Development, Budgets, Strategic Planning, Finance, Auditing, Microsoft Excel, Employee Benefits, Management, Financial Modeling, Market Pricing
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
MBA, Human Resources
California Polytechnic State University 1990 — 1994
Bachelor of Science, Business Administration; Accounting
Kearny High School Salutatorian
Jose Pol's Transamerica Financial Services Experience 1992 - 1997
Job Owner, IBS Mortgage Corp.
Industry Real Estate
Experience
IBS Mortgage Corp. Regional Vice PresidentAames2001 - 2007
Ameriquest Mortgage 1997 - 2001
Transamerica Financial Services 1992 - 1997
Education
Florida International University 1989 — 1991
IBS Mortgage Corp. Regional Vice PresidentAames2001 - 2007
Ameriquest Mortgage 1997 - 2001
Transamerica Financial Services 1992 - 1997
Education
Florida International University 1989 — 1991
Cher Worsham's Transamerica Financial Services Experience June 1996 - December 1997
Job Project Manager Business Intelligence and Reporting at OneWest Bank, formerly IndyMac Federal Bank
Industry Financial Services
Experience
OneWest Bank, formerly IndyMac Federal Bank April 2009 - Present
IndyMac Federal Bank, formerly IndyMac Bank March 2003 - March 2009
Indymac Bank 2003 - 2008
KB Home April 1998 - July 2001
Transamerica Financial Services June 1996 - December 1997
DIRECTV May 1994 - May 1996
Hughes Aircraft Company, Corporate March 1984 - May 1994
Hughes Aircraft Company 1983 - 1993
Skills
Business Intelligence, Databases, Visio, Data Warehousing, Data Modeling, Microsoft SQL Server, SQL, MS Project, CRM, Testing, Project Management, Analysis, SharePoint, Requirements Gathering, SDLC
Education
California State University-Long Beach 1980 — 1983
BA, Math \ Computer Science
OneWest Bank, formerly IndyMac Federal Bank April 2009 - Present
IndyMac Federal Bank, formerly IndyMac Bank March 2003 - March 2009
Indymac Bank 2003 - 2008
KB Home April 1998 - July 2001
Transamerica Financial Services June 1996 - December 1997
DIRECTV May 1994 - May 1996
Hughes Aircraft Company, Corporate March 1984 - May 1994
Hughes Aircraft Company 1983 - 1993
Skills
Business Intelligence, Databases, Visio, Data Warehousing, Data Modeling, Microsoft SQL Server, SQL, MS Project, CRM, Testing, Project Management, Analysis, SharePoint, Requirements Gathering, SDLC
Education
California State University-Long Beach 1980 — 1983
BA, Math \ Computer Science
Kelly (Murphy) Bellinger's Transamerica Financial Services Experience 1995 - 1999
Job Owner, KellBell designs
Industry Arts and Crafts
Experience
KellBell designs AttorneyBarnes & Thornburg2001 - 2007
Transamerica Financial Services 1995 - 1999
Education
University of Notre Dame 1998 — 2001
JD, Law
University of Notre Dame Law School 1998 — 2001
jd, corporate law
Vanderbilt University 1991 — 1995
KellBell designs AttorneyBarnes & Thornburg2001 - 2007
Transamerica Financial Services 1995 - 1999
Education
University of Notre Dame 1998 — 2001
JD, Law
University of Notre Dame Law School 1998 — 2001
jd, corporate law
Vanderbilt University 1991 — 1995
Kristi Henson's Transamerica Financial Services Experience November 1984 - August 1994
Job SR. LOAN OFFICER
Industry Financial Services
Experience
Citywide Home Loans October 2010 - Present
Wickenburg Chamber of Commerce January 2010 - December 2010
Legacy Home Mortgage January 1999 - October 2010
Community Bank of Arizona August 1994 - December 1998
Transamerica Financial Services November 1984 - August 1994
Skills
Certified Mortgage..., Condos, Banking, Construction Loans, FHA, FHA financing, Finance, Financial Services, First Time Home Buyers, Investment Properties, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Real Estate Transactions, Residential Mortgages, Reverse Mortgages, Training, VA loans, Refinance
Education
University of Northern Iowa 1978 — 1982
BA, Elementary Education
Citywide Home Loans October 2010 - Present
Wickenburg Chamber of Commerce January 2010 - December 2010
Legacy Home Mortgage January 1999 - October 2010
Community Bank of Arizona August 1994 - December 1998
Transamerica Financial Services November 1984 - August 1994
Skills
Certified Mortgage..., Condos, Banking, Construction Loans, FHA, FHA financing, Finance, Financial Services, First Time Home Buyers, Investment Properties, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Real Estate Transactions, Residential Mortgages, Reverse Mortgages, Training, VA loans, Refinance
Education
University of Northern Iowa 1978 — 1982
BA, Elementary Education
Andrew Sentz's Transamerica Financial Services Experience May 1995 - May 1996
Job Global Wealth Management Risk and Controls Officer
Industry Financial Services
Experience
JPMorgan Chase May 2014 - August 2015
JPMorgan Chase & Co. February 2013 - May 2014
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase April 2011 - February 2012
Morgan Stanley Smith Barney June 2008 - June 2010
Allied Home Mortgage January 2001 - June 2008
New Century Mortgage May 1996 - August 2000
Transamerica Financial Services May 1995 - May 1996
Skills
Management, Leadership, Sales, Finance, Risk Management, Credit, Business Development, Investments, Team Building, Customer Service
Education
University of Phoenix 1999 — 2000
MBA
Arizona State University 1990 — 1995
B.S.-Finance, Business Management
JPMorgan Chase May 2014 - August 2015
JPMorgan Chase & Co. February 2013 - May 2014
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase April 2011 - February 2012
Morgan Stanley Smith Barney June 2008 - June 2010
Allied Home Mortgage January 2001 - June 2008
New Century Mortgage May 1996 - August 2000
Transamerica Financial Services May 1995 - May 1996
Skills
Management, Leadership, Sales, Finance, Risk Management, Credit, Business Development, Investments, Team Building, Customer Service
Education
University of Phoenix 1999 — 2000
MBA
Arizona State University 1990 — 1995
B.S.-Finance, Business Management
Rich Christensen's Transamerica Financial Services Experience February 1986 - March 1993
Job V.P. Residential Lending Manager at Associated Bank
Industry Banking
Experience
Associated Bank July 2006 - Present
AnchorBank fsb March 1993 - August 2005
Transamerica Financial Services February 1986 - March 1993
Skills
Construction Loans, Mortgage, FHA, Mortgage Lending, Refinance, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Financial Services, USDA, Residential Homes, Investment Properties, VA loans, Credit, Real Estate Transactions, Real Estate, Small Business Lending, VA Loans
Education
University of Northern Iowa 1980 — 1983
BA Administrative Management, Business
Associated Bank July 2006 - Present
AnchorBank fsb March 1993 - August 2005
Transamerica Financial Services February 1986 - March 1993
Skills
Construction Loans, Mortgage, FHA, Mortgage Lending, Refinance, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Financial Services, USDA, Residential Homes, Investment Properties, VA loans, Credit, Real Estate Transactions, Real Estate, Small Business Lending, VA Loans
Education
University of Northern Iowa 1980 — 1983
BA Administrative Management, Business
Randy Hawkins's Transamerica Financial Services Experience 1993 - 1996
Job Asset Manager at Kondaur Capital Corporation
Industry Real Estate
Experience
Kondaur Capital Corporation June 2008 - Present
Encore Credit 2004 - 2006
New Century Mortgage 1997 - 1999
Ford Consumer Finance 1996 - 1997
Transamerica Financial Services 1993 - 1996
Education
Arizona State University 1986 — 1991
BS, Accounting
Kondaur Capital Corporation June 2008 - Present
Encore Credit 2004 - 2006
New Century Mortgage 1997 - 1999
Ford Consumer Finance 1996 - 1997
Transamerica Financial Services 1993 - 1996
Education
Arizona State University 1986 — 1991
BS, Accounting
Steven Contarino's Transamerica Financial Services Experience January 1989 - January 1990
Job Sales Associate/Realtor at Gloria Nilson GMAC Real Estate
Industry Real Estate
Experience
Gloria Nilson GMAC Real Estate April 2006 - December 2009
MetLife June 2000 - March 2006
State of New York - Insurance Department Liquidation Bureau May 1999 - June 2000
Inco Limited September 1991 - September 1998
First Chicago Trust Company of New York April 1990 - August 1991
Transamerica Financial Services January 1989 - January 1990
Education
Saint John's University 1984 — 1988
B.S., Business Management
Duke University
Paralegal Certificate, Paralegal
Gloria Nilson GMAC Real Estate April 2006 - December 2009
MetLife June 2000 - March 2006
State of New York - Insurance Department Liquidation Bureau May 1999 - June 2000
Inco Limited September 1991 - September 1998
First Chicago Trust Company of New York April 1990 - August 1991
Transamerica Financial Services January 1989 - January 1990
Education
Saint John's University 1984 — 1988
B.S., Business Management
Duke University
Paralegal Certificate, Paralegal
Buddy Wright's Transamerica Financial Services Experience August 1971 - November 1989
Job AVP Compliance Resolution Manager, Prospect Mortgage, LLC
Industry Banking
Experience
Prospect Mortgage, LLC December 2013 - Present
Power REO Management February 2009 - Present
Wilmington Finance October 2007 - September 2008
CIT 2003 - 2007
The CIT Group 2003 - 2007
UC LENDING November 1989 - January 2003
TRANSAMERICA FINANCIAL SERVICES August 1971 - November 1989
Skills
Mortgage Lending, Loans, Credit, Asset Management, Real Estate, Loss Mitigation, Underwriting, Mortgage Banking, Loan Origination, Credit Analysis, Valuation, Risk Management, Loan Servicing, Credit Risk, Residential Mortgages, Refinance, Sales, Portfolio Management
Education
The University of Texas at Austin 1969 — 1971
Pre-Law/History
Prospect Mortgage, LLC December 2013 - Present
Power REO Management February 2009 - Present
Wilmington Finance October 2007 - September 2008
CIT 2003 - 2007
The CIT Group 2003 - 2007
UC LENDING November 1989 - January 2003
TRANSAMERICA FINANCIAL SERVICES August 1971 - November 1989
Skills
Mortgage Lending, Loans, Credit, Asset Management, Real Estate, Loss Mitigation, Underwriting, Mortgage Banking, Loan Origination, Credit Analysis, Valuation, Risk Management, Loan Servicing, Credit Risk, Residential Mortgages, Refinance, Sales, Portfolio Management
Education
The University of Texas at Austin 1969 — 1971
Pre-Law/History
Fred Moses's Transamerica Financial Services Experience 1994 - 1995
Job Senior Business Member Loan Analyst
Industry Banking
Experience
Suncoast Credit Union April 2015 - Present
MIDFLORIDA Credit Union August 2014 - February 2015
Chase Bank May 2013 - August 2014
Fifth Third Bank December 2008 - May 2013
Upper Tampa Bay Regional Chamber of Commerce 2004 - 2010
Wachovia (now Wells Fargo Financial) May 2004 - September 2008
Southtrust Bank 2004 - 2005
Southrust Bank 2004 - 2005
Bank of America February 1998 - May 2004
Transamerica Financial Services 1994 - 1995
Skills
Finance, Cash Management, Small Business, Credit Cards, Commercial Mortgages, SBA, Customer Service, Merchant Services, Treasury Services, Deposits, Loan Origination, Underwriting, Investments, Financial Analysis, Credit Risk, Series 63, Mortgage Banking, Series 7, Cross Selling, Relationship Management, Small Business Lending, Banking, Mortgage Lending, Commercial Lending, Loans, Team Building, Commercial Banking, Credit, Consumer Lending, Business Planning, New Business Development, Credit Analysis, Business Development, Lines Of Credit, Management, Retail Banking, Portfolio Management, Refinance, Risk Management, Sales, Real Estate, Leadership, Commercial Real Estate, Financial Services, Treasury Management, Financial Risk
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Business and Finance
University of Maryland Baltimore County 1982 — 1985
B.A., Economics
Suncoast Credit Union April 2015 - Present
MIDFLORIDA Credit Union August 2014 - February 2015
Chase Bank May 2013 - August 2014
Fifth Third Bank December 2008 - May 2013
Upper Tampa Bay Regional Chamber of Commerce 2004 - 2010
Wachovia (now Wells Fargo Financial) May 2004 - September 2008
Southtrust Bank 2004 - 2005
Southrust Bank 2004 - 2005
Bank of America February 1998 - May 2004
Transamerica Financial Services 1994 - 1995
Skills
Finance, Cash Management, Small Business, Credit Cards, Commercial Mortgages, SBA, Customer Service, Merchant Services, Treasury Services, Deposits, Loan Origination, Underwriting, Investments, Financial Analysis, Credit Risk, Series 63, Mortgage Banking, Series 7, Cross Selling, Relationship Management, Small Business Lending, Banking, Mortgage Lending, Commercial Lending, Loans, Team Building, Commercial Banking, Credit, Consumer Lending, Business Planning, New Business Development, Credit Analysis, Business Development, Lines Of Credit, Management, Retail Banking, Portfolio Management, Refinance, Risk Management, Sales, Real Estate, Leadership, Commercial Real Estate, Financial Services, Treasury Management, Financial Risk
Education
University of Tampa - John H. Sykes College of Business 1999 — 2002
MBA, Business and Finance
University of Maryland Baltimore County 1982 — 1985
B.A., Economics
Joelle Aasal, MBA, PMP's Transamerica Financial Services Experience January 1996 - April 1997
Job Ally Financial Sr. IT Project Manager
Industry Financial Services
Experience
Ally Financial October 2014 - Present
Bank of America January 2014 - October 2014
Bank of America June 2012 - May 2014
HomeRite Holdings International, Inc. June 2002 - January 2014
Chrysler Group LLC June 2013 - December 2013
Wells Fargo August 2009 - 2012
First Mortgage America, Inc. March 2001 - June 2002
Gateway Funding Group, Inc. April 1998 - March 2001
Ameriquest Mortgage Company April 1997 - April 1998
Transamerica Financial Services January 1996 - April 1997
Skills
CRM, Credit, Banking, Competitive Analysis, Program Management, Forecasting, Management, Loans, Finance, Leadership, Mortgage Lending, Business Planning, Negotiation, Sales, Access, Budgets, Team Building, New Business Development, Marketing, Investments, Contract Negotiation, Outsourcing, Sales Operations, Call Centers, Business Development, Customer Retention, Lead Generation, Business Analysis, Risk Management, Vendor Management, Executive Management, Customer Service, Relationship Management, Analysis, Process Improvement, Quality Assurance, Business Process..., Leadership Development, Portfolio Management, Change Management, Financial Services, Training, Strategy, Financial Analysis, Project Portfolio..., Cross-functional Team...
Education
Colorado State University 2009 — 2011
MBA, Business Administration
Colorado State University 2009 — 2011
Certificate, Federal Financial Management
Boston University 2009 — 2009
Master's Degree, Masters Certificate Project Management
Project Management Institute, PMP 2009 — 2009
PMP, Project Management Professional Certification
University of Colorado Denver 1990 — 1995
BS, Management/Marketing
Provo High School
Ally Financial October 2014 - Present
Bank of America January 2014 - October 2014
Bank of America June 2012 - May 2014
HomeRite Holdings International, Inc. June 2002 - January 2014
Chrysler Group LLC June 2013 - December 2013
Wells Fargo August 2009 - 2012
First Mortgage America, Inc. March 2001 - June 2002
Gateway Funding Group, Inc. April 1998 - March 2001
Ameriquest Mortgage Company April 1997 - April 1998
Transamerica Financial Services January 1996 - April 1997
Skills
CRM, Credit, Banking, Competitive Analysis, Program Management, Forecasting, Management, Loans, Finance, Leadership, Mortgage Lending, Business Planning, Negotiation, Sales, Access, Budgets, Team Building, New Business Development, Marketing, Investments, Contract Negotiation, Outsourcing, Sales Operations, Call Centers, Business Development, Customer Retention, Lead Generation, Business Analysis, Risk Management, Vendor Management, Executive Management, Customer Service, Relationship Management, Analysis, Process Improvement, Quality Assurance, Business Process..., Leadership Development, Portfolio Management, Change Management, Financial Services, Training, Strategy, Financial Analysis, Project Portfolio..., Cross-functional Team...
Education
Colorado State University 2009 — 2011
MBA, Business Administration
Colorado State University 2009 — 2011
Certificate, Federal Financial Management
Boston University 2009 — 2009
Master's Degree, Masters Certificate Project Management
Project Management Institute, PMP 2009 — 2009
PMP, Project Management Professional Certification
University of Colorado Denver 1990 — 1995
BS, Management/Marketing
Provo High School
Dana Effertz's Transamerica Financial Services Experience March 1997 - July 1997
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
John Maki's Transamerica Financial Services Experience 1995 - 1997
Job Commercial Loan Workout
Industry Banking
Experience
Banking April 2012 - Present
Fifth Third Bank 2001 - 2012
BankOne 2000 - 2001
Old Kent Bank and Trust 1997 - 2000
Transamerica Financial Services 1995 - 1997
FDIC 1989 - 1995
Skills
Over 40 years..., Consumer, Mortgage and..., Foreclosures, Real Estate, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Loans, Banking, Loan Origination, Mortgage Lending, Underwriting, Consumer Lending, Portfolio Management, Mortgage Banking
Education
Gogebic Community College 1966 — 1967
Waukegan Twp. H.S.
Banking April 2012 - Present
Fifth Third Bank 2001 - 2012
BankOne 2000 - 2001
Old Kent Bank and Trust 1997 - 2000
Transamerica Financial Services 1995 - 1997
FDIC 1989 - 1995
Skills
Over 40 years..., Consumer, Mortgage and..., Foreclosures, Real Estate, Commercial Lending, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Loans, Banking, Loan Origination, Mortgage Lending, Underwriting, Consumer Lending, Portfolio Management, Mortgage Banking
Education
Gogebic Community College 1966 — 1967
Waukegan Twp. H.S.
Mario Bernardino's Transamerica Financial Services Experience April 2011 - Present
Job Community Volunteer, Food Service Specialist, Financial Services Advisor, Freelance Photographer
Industry Philanthropy
Experience
Aramark Refreshment Services August 2015 - Present
Panda Restaurant Group September 2012 - Present
Memphis In May International Festival, Inc. February 2012 - Present
Transamerica Financial Services April 2011 - Present
Prometric June 2014 - August 2014
Fresenius Medical Care North America June 2010 - October 2011
Tracelogix Corporation July 2009 - April 2010
State of California January 2002 - April 2004
Westways Staffing Services, Inc August 2002 - April 2003
San Miguel Corporation June 1998 - April 2001
Skills
Digital Photography, Event Photography, Artists, Non-profit..., Non-profits, Clinical, Healthcare, Employee Relations, Supply Chain, Inventory Control, Online Advertising, Small Business Online..., Freight Forwarding, Web Hosting, Website Development, Website Building, Website Promotion, Volunteering, Volunteer Training, Volunteer Recruiting, Volunteer Management, Clinical Research, Nonprofits, Leadership, Training, Human Resources, Hospitals, Nursing, Sales, Marketing, Software Documentation, Program Management, Customer Service, Management, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Team Leadership
Education
U.S. Career Institute 2015 — 2015
Online Medical Coding and Billing Specialist
Dominican College 1995 — 1998
Bachelor of Science (BS)
University of the Philippines 1986 — 1990
High School
Aramark Refreshment Services August 2015 - Present
Panda Restaurant Group September 2012 - Present
Memphis In May International Festival, Inc. February 2012 - Present
Transamerica Financial Services April 2011 - Present
Prometric June 2014 - August 2014
Fresenius Medical Care North America June 2010 - October 2011
Tracelogix Corporation July 2009 - April 2010
State of California January 2002 - April 2004
Westways Staffing Services, Inc August 2002 - April 2003
San Miguel Corporation June 1998 - April 2001
Skills
Digital Photography, Event Photography, Artists, Non-profit..., Non-profits, Clinical, Healthcare, Employee Relations, Supply Chain, Inventory Control, Online Advertising, Small Business Online..., Freight Forwarding, Web Hosting, Website Development, Website Building, Website Promotion, Volunteering, Volunteer Training, Volunteer Recruiting, Volunteer Management, Clinical Research, Nonprofits, Leadership, Training, Human Resources, Hospitals, Nursing, Sales, Marketing, Software Documentation, Program Management, Customer Service, Management, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Team Leadership
Education
U.S. Career Institute 2015 — 2015
Online Medical Coding and Billing Specialist
Dominican College 1995 — 1998
Bachelor of Science (BS)
University of the Philippines 1986 — 1990
High School
Pennie Charpie's Transamerica Financial Services Experience January 2001 - August 2003
Job Internal Risk AML Consultant/Officer for U.S. Bank
Industry Financial Services
Experience
Bank December 2003 - Present
Transamerica Financial Services January 2001 - August 2003
Skills
Asset Management, Project management, Advanced MS Office..., Management, Banking, Real Estate, Strategic Planning, Business Development
Education
Minneapolis Community and Technical College 2004 — 2006
Denver Baptist Bible College 1983 — 1984
Bank December 2003 - Present
Transamerica Financial Services January 2001 - August 2003
Skills
Asset Management, Project management, Advanced MS Office..., Management, Banking, Real Estate, Strategic Planning, Business Development
Education
Minneapolis Community and Technical College 2004 — 2006
Denver Baptist Bible College 1983 — 1984
Joseph Hurson's Transamerica Financial Services Experience December 1982 - July 1997
Job Credit Manager at Xerox Corporation
Industry Electrical/Electronic Manufacturing
Experience
Xerox Corporation March 2008 - Present
ProLend Mortgage Services Inc 2001 - 2008
Transamerica Financial Services December 1982 - July 1997
Skills
Credit, Financial Analysis, Risk Management, Credit Risk, Accounts Receivable, Credit Analysis, Cash Management, Finance, Cash Flow, Financial Statement..., Financial Risk, Account Management, Sales Management, Sales
Education
Southern Oregon University 1979 — 1982
Bachelors Degree, Business Administration
Xerox Corporation March 2008 - Present
ProLend Mortgage Services Inc 2001 - 2008
Transamerica Financial Services December 1982 - July 1997
Skills
Credit, Financial Analysis, Risk Management, Credit Risk, Accounts Receivable, Credit Analysis, Cash Management, Finance, Cash Flow, Financial Statement..., Financial Risk, Account Management, Sales Management, Sales
Education
Southern Oregon University 1979 — 1982
Bachelors Degree, Business Administration
Karl Pittman's Transamerica Financial Services Experience June 1979 - September 1993
Job VP / Client Relationship Manager Bay Commercial Bank
Industry Banking
Experience
Bay Commercial Bank April 2013 - Present
One PacificCoast Bank, FSB formerly One California Bank August 2009 - April 2012
Wells Fargo Bank formerly Greater Bay Bank November 2005 - August 2009
Transamerica Financial Services June 1979 - September 1993
Skills
Banking, Loans, Finance, Relationship Management, Portfolio Management, Management, Small Business Lending, Financial Analysis, Commercial Banking, Credit, Risk Management, Strategic Planning, Retail Banking, CRM, Business Development, Commercial Business..., Underwriting, Credit Analysis, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1978
MBA, Finance; Accounting
University of California, Riverside 1974 — 1977
B.S., Economics / Accounting
Bay Commercial Bank April 2013 - Present
One PacificCoast Bank, FSB formerly One California Bank August 2009 - April 2012
Wells Fargo Bank formerly Greater Bay Bank November 2005 - August 2009
Transamerica Financial Services June 1979 - September 1993
Skills
Banking, Loans, Finance, Relationship Management, Portfolio Management, Management, Small Business Lending, Financial Analysis, Commercial Banking, Credit, Risk Management, Strategic Planning, Retail Banking, CRM, Business Development, Commercial Business..., Underwriting, Credit Analysis, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1978
MBA, Finance; Accounting
University of California, Riverside 1974 — 1977
B.S., Economics / Accounting
Dan Gallogly's Transamerica Financial Services Experience 1999 - 2007
Job Regional VP at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2008 - Present
US Bancorp 2007 - 2008
Transamerica 1999 - 2007
Transamerica Capital Inc. 1999 - 2007
Transamerica Financial Services 1999 - 2007
Katun Corporation 1985 - 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
Business
Principal Financial Group August 2008 - Present
US Bancorp 2007 - 2008
Transamerica 1999 - 2007
Transamerica Capital Inc. 1999 - 2007
Transamerica Financial Services 1999 - 2007
Katun Corporation 1985 - 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
Business
Ken Bucchianeri's Transamerica Financial Services Experience January 1990 - July 1996
Job Division Analyst at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston June 2006 - Present
Federal Reserve Bank of Boston October 2001 - June 2006
Fleet Bank July 1996 - October 2001
Transamerica Financial Services January 1990 - July 1996
Skills
Banking, Budgets, Analysis, Financial Risk, Management, Financial Analysis, Finance, Financial Modeling, Risk Management, Portfolio Management, Accounting, Credit, Financial Services, Training, Financial Reporting, Loans, AML, Credit Analysis, Fixed Income, Asset Management, Mortgage Lending, Business Analysis, Insurance, Microsoft Excel, Leadership, Auditing, Capital Markets, Enterprise Risk..., Operational Risk, Customer Service, Change Management, Strategic Planning, Credit Risk, Investments, Due Diligence, Forecasting, Process Improvement, Securities, Derivatives, Vendor Management, Access, Data Analysis, Corporate Finance, Internal Audit, Payments, Economics, Retail Banking, Valuation, Mortgage Banking, Operational Risk...
Education
New England College of Business and Finance 2009 — 2010
MSF, Finance
Amherst College 1982 — 1986
B.A., Economics
Federal Reserve Bank of Boston June 2006 - Present
Federal Reserve Bank of Boston October 2001 - June 2006
Fleet Bank July 1996 - October 2001
Transamerica Financial Services January 1990 - July 1996
Skills
Banking, Budgets, Analysis, Financial Risk, Management, Financial Analysis, Finance, Financial Modeling, Risk Management, Portfolio Management, Accounting, Credit, Financial Services, Training, Financial Reporting, Loans, AML, Credit Analysis, Fixed Income, Asset Management, Mortgage Lending, Business Analysis, Insurance, Microsoft Excel, Leadership, Auditing, Capital Markets, Enterprise Risk..., Operational Risk, Customer Service, Change Management, Strategic Planning, Credit Risk, Investments, Due Diligence, Forecasting, Process Improvement, Securities, Derivatives, Vendor Management, Access, Data Analysis, Corporate Finance, Internal Audit, Payments, Economics, Retail Banking, Valuation, Mortgage Banking, Operational Risk...
Education
New England College of Business and Finance 2009 — 2010
MSF, Finance
Amherst College 1982 — 1986
B.A., Economics
Stacey Jimmerson's Transamerica Financial Services Experience April 1996 - April 1997
Job AML Compliance Consultant at IPSA International
Industry Banking
Experience
IPSA International August 2012 - Present
BANK TENNESSEE November 2008 - August 2012
First Horizon National Corporation August 2005 - June 2008
ROBERT HALF/ACCOUNTEMPS Staffing Co December 2004 - August 2005
Union Planters Bank April 2000 - July 2004
MORGAN STANLEY, DEAN WITTER, DISCOVER, AND CO August 1998 - April 2000
Novus Financial Corporation May 1997 - July 1998
TRANSAMERICA FINANCIAL SERVICES April 1996 - April 1997
National Bank of Commerce August 1994 - March 1996
Skills
Banking, Mortgage Lending, Loans, Credit, Auditing, AML, Consumer Lending, Loan Origination, Mortgage Banking
Education
University of North Alabama 1989 — 1993
Bachelors of Science, Marketing
IPSA International August 2012 - Present
BANK TENNESSEE November 2008 - August 2012
First Horizon National Corporation August 2005 - June 2008
ROBERT HALF/ACCOUNTEMPS Staffing Co December 2004 - August 2005
Union Planters Bank April 2000 - July 2004
MORGAN STANLEY, DEAN WITTER, DISCOVER, AND CO August 1998 - April 2000
Novus Financial Corporation May 1997 - July 1998
TRANSAMERICA FINANCIAL SERVICES April 1996 - April 1997
National Bank of Commerce August 1994 - March 1996
Skills
Banking, Mortgage Lending, Loans, Credit, Auditing, AML, Consumer Lending, Loan Origination, Mortgage Banking
Education
University of North Alabama 1989 — 1993
Bachelors of Science, Marketing
Jack Keeler, AMP's Transamerica Financial Services Experience June 1991 - October 1994
Job Account Executive at Flagstar Bank
Industry Banking
Experience
Flagstar Bank August 2008 - Present
Mortgage Integrity February 2008 - August 2008
First Covenant Financial June 2006 - February 2008
Citizens Home Loan June 2004 - June 2006
Federated Financial Group October 1998 - January 2004
Nations Credt November 1996 - October 1998
First Bank Mortgage Corp October 1994 - November 1996
TransAmerica Financial Services June 1991 - October 1994
Skills
Banking, Selling, Sales, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, VA loans, Refinance, Underwriting, FHA, FHA financing, Residential Mortgages, Credit, USDA, Credit Analysis, FHA Financing
Education
Erskine College 2003 — 2004
Seminary
Georgia Perimeter College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business
SOMB
Flagstar Bank August 2008 - Present
Mortgage Integrity February 2008 - August 2008
First Covenant Financial June 2006 - February 2008
Citizens Home Loan June 2004 - June 2006
Federated Financial Group October 1998 - January 2004
Nations Credt November 1996 - October 1998
First Bank Mortgage Corp October 1994 - November 1996
TransAmerica Financial Services June 1991 - October 1994
Skills
Banking, Selling, Sales, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, VA loans, Refinance, Underwriting, FHA, FHA financing, Residential Mortgages, Credit, USDA, Credit Analysis, FHA Financing
Education
Erskine College 2003 — 2004
Seminary
Georgia Perimeter College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business
SOMB
Tim Hallett's Transamerica Financial Services Experience February 1994 - August 1995
Job Operational Risk Consultant at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage February 2009 - November 2012
American One Mortgage June 1999 - October 2008
Decision One Mortgage/Home Free March 1998 - March 1999
Emergent Mortgage Company September 1996 - January 1998
Banc One Financial Services August 1995 - August 1996
Transamerica Financial Services February 1994 - August 1995
Education
Massachusetts College of Liberal Arts 1989 — 1993
BS, Marketing
New Hampton Prep 1988 — 1989
Medfield High School
Rivers Country Day
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Home Mortgage February 2009 - November 2012
American One Mortgage June 1999 - October 2008
Decision One Mortgage/Home Free March 1998 - March 1999
Emergent Mortgage Company September 1996 - January 1998
Banc One Financial Services August 1995 - August 1996
Transamerica Financial Services February 1994 - August 1995
Education
Massachusetts College of Liberal Arts 1989 — 1993
BS, Marketing
New Hampton Prep 1988 — 1989
Medfield High School
Rivers Country Day
Ed Greany's Transamerica Financial Services Experience 1964 - 1998
Job Owner at Frantz Oil Filters
Industry Consumer Goods
Experience
Frantz Oil Filters January 2003 - Present
Transamerica Financial Services 1964 - 1998
US Navy Submarine Service 1966 - 1970
Education
San Diego Miramar College
Frantz Oil Filters January 2003 - Present
Transamerica Financial Services 1964 - 1998
US Navy Submarine Service 1966 - 1970
Education
San Diego Miramar College
Teresa L. Shutts's Transamerica Financial Services Experience 1978 - 1994
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Radian / Amo October 2009 - February 2012
BrookStone Mortgage Co., Inc March 1996 - December 2008
Transamerica Financial Services 1978 - 1994
Skills
Mortgage Modification, Loans, Mortgage Banking, Mortgage Lending, FHA, Refinance, Residential Mortgages, Loan Origination, HAMP, FHA financing, Loss Mitigation, VA loans, USDA, Loan Modifications, Loan Servicing, Credit, FHA Financing, VA Loans, Banking, Credit Analysis
Education
Columbus State 1976 — 1978
Associates, Social Serivces
JPMorgan Chase September 2011 - Present
Radian / Amo October 2009 - February 2012
BrookStone Mortgage Co., Inc March 1996 - December 2008
Transamerica Financial Services 1978 - 1994
Skills
Mortgage Modification, Loans, Mortgage Banking, Mortgage Lending, FHA, Refinance, Residential Mortgages, Loan Origination, HAMP, FHA financing, Loss Mitigation, VA loans, USDA, Loan Modifications, Loan Servicing, Credit, FHA Financing, VA Loans, Banking, Credit Analysis
Education
Columbus State 1976 — 1978
Associates, Social Serivces
Julie Sammons's Transamerica Financial Services Experience March 1991 - August 1996
Job Admissions Representative at Dorsey Schools Wayne Campus
Industry Higher Education
Experience
Dorsey Schools - Wayne Campus 2008 - Present
MortgageIT, Inc. December 2006 - October 2007
Citizens Bank (Formerly Republic Bank) September 1996 - December 2006
Transamerica Financial Services March 1991 - August 1996
Education
University of Detroit Mercy 1985 — 1989
B.S., Management
Dorsey Schools - Wayne Campus 2008 - Present
MortgageIT, Inc. December 2006 - October 2007
Citizens Bank (Formerly Republic Bank) September 1996 - December 2006
Transamerica Financial Services March 1991 - August 1996
Education
University of Detroit Mercy 1985 — 1989
B.S., Management
Dean Puretz's Transamerica Financial Services Experience 1986 - 1997
Job Author and Lawyer
Industry Writing and Editing
Experience
City National Bank August 2005 - February 2010
Ameriquest Mortgage 1997 - 2002
Transamerica Financial Services 1986 - 1997
Skills
Baking, Banking, Civil Litigation, Consumer Lending, Cooking, Creative Writing, Customer Service, Editing, Group Dynamics, Legal Research, Legal Writing, Literacy, Literature, Loans, Mortgage Lending, Public Speaking, Screenwriting, Team Leadership, Technical Writing, Training, Consumer Law, Risk Management, Leadership, Management, Due Diligence
Education
Southwestern Law School 1979 — 1982
JD, law
University of California, Davis 1976 — 1978
BA, Psychology
University of California, Los Angeles 1973 — 1976
Pre-Medicine/Pre-Medical Studies
City National Bank August 2005 - February 2010
Ameriquest Mortgage 1997 - 2002
Transamerica Financial Services 1986 - 1997
Skills
Baking, Banking, Civil Litigation, Consumer Lending, Cooking, Creative Writing, Customer Service, Editing, Group Dynamics, Legal Research, Legal Writing, Literacy, Literature, Loans, Mortgage Lending, Public Speaking, Screenwriting, Team Leadership, Technical Writing, Training, Consumer Law, Risk Management, Leadership, Management, Due Diligence
Education
Southwestern Law School 1979 — 1982
JD, law
University of California, Davis 1976 — 1978
BA, Psychology
University of California, Los Angeles 1973 — 1976
Pre-Medicine/Pre-Medical Studies
Raymond E. Lynch's Transamerica Financial Services Experience May 1991 - December 1994
Job
Industry Investment Management
Experience
New York Life Insurance Co. Ltd October 1996 - Present
Phonix Home Life January 1994 - September 1996
Transamerica Financial Services May 1991 - December 1994
Putnam Investments October 1984 - April 1991
Skills
Portfolio Management, Financial Analysis, New Business Development, Banking, Strategic Planning, Retirement Planning, Strategy, Budgets, Due Diligence, Executive Management, Analysis, Finance, Business Planning, Business Strategy, Financial Modeling, Negotiation, Leadership, Hedge Funds, Start-ups, Pricing, Competitive Analysis, Private Equity, Valuation, Emerging Markets, Trading, Alternative Investments, Financial Markets
Education
Iona College 1965 — 1969
BBA, Finance & Marketing
New York Life Insurance Co. Ltd October 1996 - Present
Phonix Home Life January 1994 - September 1996
Transamerica Financial Services May 1991 - December 1994
Putnam Investments October 1984 - April 1991
Skills
Portfolio Management, Financial Analysis, New Business Development, Banking, Strategic Planning, Retirement Planning, Strategy, Budgets, Due Diligence, Executive Management, Analysis, Finance, Business Planning, Business Strategy, Financial Modeling, Negotiation, Leadership, Hedge Funds, Start-ups, Pricing, Competitive Analysis, Private Equity, Valuation, Emerging Markets, Trading, Alternative Investments, Financial Markets
Education
Iona College 1965 — 1969
BBA, Finance & Marketing
Diane Tiberend's Transamerica Financial Services Experience 1994 - 1997
Job Attorney
Industry Law Practice
Experience
Care Giver for David 2010 - Present
ACC Capital Holdings 1997 - 2010
Transamerica Financial Services 1994 - 1997
Cox, Castle & Nicholson 1988 - 1993
Daniels, Barratta & Fine 1986 - 1988
Skills
Litigation, Real Estate, Compliance, Due Diligence, Contract Negotiation, Commercial Litigation, Mortgage, Legal Research, Loans, Capital Markets, Breach Of Contract, Fraud, Conflict Resolution, Risk Management, Negotiation, Banking, Employee Relations, Insurance, Executive Management, Loan Servicing, Licensing, Mortgage Lending, Loan Origination, Corporate Governance, Finance, Mergers & Acquisitions, Bankruptcy, Loss Mitigation, Civil Litigation, Mortgage Banking, Arbitration, Litigation Management, Real Estate Financing, Mediation
Education
Loyola Marymount University 1983 — 1986
JDS, Law
California State University-Long Beach 1981 — 1983
BS, Criminal Justice
Golden West College 1978 — 1981
AA, Criminal Justice
Edison High School 1974 — 1978
Care Giver for David 2010 - Present
ACC Capital Holdings 1997 - 2010
Transamerica Financial Services 1994 - 1997
Cox, Castle & Nicholson 1988 - 1993
Daniels, Barratta & Fine 1986 - 1988
Skills
Litigation, Real Estate, Compliance, Due Diligence, Contract Negotiation, Commercial Litigation, Mortgage, Legal Research, Loans, Capital Markets, Breach Of Contract, Fraud, Conflict Resolution, Risk Management, Negotiation, Banking, Employee Relations, Insurance, Executive Management, Loan Servicing, Licensing, Mortgage Lending, Loan Origination, Corporate Governance, Finance, Mergers & Acquisitions, Bankruptcy, Loss Mitigation, Civil Litigation, Mortgage Banking, Arbitration, Litigation Management, Real Estate Financing, Mediation
Education
Loyola Marymount University 1983 — 1986
JDS, Law
California State University-Long Beach 1981 — 1983
BS, Criminal Justice
Golden West College 1978 — 1981
AA, Criminal Justice
Edison High School 1974 — 1978
Barry Tobin's Transamerica Financial Services Experience July 1996 - June 2001
Job Real Estate Agent
Industry Real Estate
Experience
Self-employed December 2001 - Present
Coldwell Banker 2001 - Present
Transamerica Financial Services July 1996 - June 2001
Transamerica Retirement Services 1995 - 2000
Great West Life Assurance Co. December 1974 - May 1996
Skills
Highly personable, excellent negotiation..., Enjoy helping people..., Real Estate, Helping Clients Succeed, Sellers, Investors, Investment Properties
Education
Loyola Marymount University 1969 — 1974
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Self-employed December 2001 - Present
Coldwell Banker 2001 - Present
Transamerica Financial Services July 1996 - June 2001
Transamerica Retirement Services 1995 - 2000
Great West Life Assurance Co. December 1974 - May 1996
Skills
Highly personable, excellent negotiation..., Enjoy helping people..., Real Estate, Helping Clients Succeed, Sellers, Investors, Investment Properties
Education
Loyola Marymount University 1969 — 1974
Bachelor of Business Administration (B.B.A.), General Sales, Merchandising and Related Marketing Operations
Garrett Jackson's Transamerica Financial Services Experience October 1989 - May 1995
Job Financial Services Professional
Industry Financial Services
Experience
CITIFINANCIAL- BIRMINGHAM January 2003 - July 2012
WELLS FARGO FINANACIAL- ALABAMA/GEORGIA May 1995 - July 2001
TRANSAMERICA FINANCIAL SERVICES October 1989 - May 1995
Skills
Financial Services, Credit, Customer Service, Mortgage Lending, Management, Team Management, Strategic Planning, Business Development, Business Analysis, Training, Loss Mitigation, Reporting & Analysis, People Development, Presentations, Recruiting, Human Resources, NMLS Licensed, Negotiation, Relationship Management
Education
University of Alabama 1982 — 1989
Bachelor’s Degree, Communication
CITIFINANCIAL- BIRMINGHAM January 2003 - July 2012
WELLS FARGO FINANACIAL- ALABAMA/GEORGIA May 1995 - July 2001
TRANSAMERICA FINANCIAL SERVICES October 1989 - May 1995
Skills
Financial Services, Credit, Customer Service, Mortgage Lending, Management, Team Management, Strategic Planning, Business Development, Business Analysis, Training, Loss Mitigation, Reporting & Analysis, People Development, Presentations, Recruiting, Human Resources, NMLS Licensed, Negotiation, Relationship Management
Education
University of Alabama 1982 — 1989
Bachelor’s Degree, Communication
Carrie L Perez's Transamerica Financial Services Experience October 1989 - October 1996
Job
Industry Aviation & Aerospace
Experience
The Boeing Company October 1997 - Present
Transamerica Financial Services October 1989 - October 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Customer Service
Education
California State University-Long Beach 1985 — 1989
Bachelor of Arts (B.A.), Interior Design
Mt. San Antonio College 1984 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Boeing Company October 1997 - Present
Transamerica Financial Services October 1989 - October 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Customer Service
Education
California State University-Long Beach 1985 — 1989
Bachelor of Arts (B.A.), Interior Design
Mt. San Antonio College 1984 — 1985
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies