Triad Financial Services

Industry: Company

Description

Founded: 1959 Parent organization: ECN Capital Subsidiary: Triad Financial Services, Inc, Asset Management Arm

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Triad Financial Services Employees

Employee
Years
Job
Industry
Jon Defries Jon Defries Minneapolis, Minnesota Details
Jon Defries's Triad Financial Services Experience November 1991 - September 1994
Job Billing Analyst at Orbital ATK
Industry Defense & Space
Experience
Orbital ATK  October 2011 - Present
ATK  September 2009 - October 2011
Logic EMS   March 2007 - November 2008
Eaton Hydraulics  November 2000 - March 2007
International Multifoods Inc.   March 1999 - November 2000
Novartis Nutrition Inc.   February 1998 - March 1999
Rollerblade USA Corp   September 1996 - February 1998
Copy Duplicating Products  September 1994 - September 1996
Triad Financial Services   November 1991 - September 1994

Skills
Financial Statement..., Using Credit Tools, Process Improvement, Education, Accounting

Education
Metropolitan State University   2002 — 2006
MBA, Masters, Business Administration

University of Minnesota   1987 — 1991
BBA, Bachelors, Business Administration; Business; Finance

John D. Dobey John D. Dobey Greater Denver Area Details
John D. Dobey's Triad Financial Services Experience January 2013 - Present
Job Director FP&A Professional Services | Consumer Goods | Strategic Planning | Open to New Opportunities
Industry Management Consulting
Experience
Triad Financial Services   January 2013 - Present
Leaders in FP&A Professional Services in Denver   2015 - Present
Becker CPA Review  July 1998 - Present
StageDoor Theatre  May 2013 - Present
TAB Boards International, Inc.   November 2010 - January 2013
Shane Co.  January 2008 - December 2009
ULA - United Launch Alliance - Lockheed Martin & Boeing  2007 - 2008
Samsonite  2004 - 2007
Resources Global Professionals  1999 - 2004
Precision Auto Care, Inc.   1998 - 1999

Skills
Financial Reporting, Business Planning, Mergers & Acquisitions, Financial Analysis, Forecasting, Strategic Planning, Accounting, Finance, Business Strategy, Financial Modeling, Budgets, Management Consulting, Analysis, Process Improvement, Due Diligence, Financial Accounting, Management, Auditing, Executive Management, Team Building, Mergers, Business Process..., Small Business, Corporate Finance, Cash Flow, Change Management, Project Planning, Strategy, Budgeting, Financial Management, Internal Controls, Planning, P&L, Performance Improvement, Managerial Finance, Valuation, GAAP, Business Analysis, Business Valuation, P&L Management, Cash Flow Forecasting, Team Leadership, Income Statement, M&A due diligence, Strategy Development, Capital Budgeting, Business Management, FP&A, Consumer Goods, Professional Services

Education
The College of William and Mary - The Mason School of Business   1990 — 1991
MBA, Finance, General Management

The College of William and Mary - The Mason School of Business   1974 — 1978
BBA, Accounting

William Donnelly William Donnelly Bloomington/Normal, Illinois Area Details
William Donnelly's Triad Financial Services Experience April 2005 - August 2007
Job Dealer Relationship Manager at GM Financial
Industry Financial Services
Experience
GM Financial  October 2014 - Present
Regional Acceptance Corporation  February 2014 - October 2014
Exeter Finance Corp  July 2013 - February 2014
AFS Acceptance  August 2012 - July 2013
SFG Finance  June 2011 - August 2012
Prestige Financial Services  August 2009 - June 2011
Prestige Financial Services  August 2007 - August 2009
Triad Financial Services   April 2005 - August 2007
HSBC Auto  February 2004 - April 2005

Skills
Underwriting, New Business Development, Finance, Automobile, Credit, Dealers, Credit Analysis, Leadership, Loan Servicing, Account Management, Subprime, Sales, Team Building, Coaching, Loan Origination, Relationship Management, Insurance, Loans, Management, Selling, Negotiation, Training, Sales Process, Sales Management, Banking, Customer Retention, Business Development, Marketing, Customer Service, Call Centers, Strategic Planning, Consumer Lending, Pricing

Education
Illinois State University
Communications

Lisa Brickson Lisa Brickson Virginia Beach, Virginia Details
Lisa Brickson's Triad Financial Services Experience June 2007 - June 2008
Job Marketing and Sales
Industry Automotive
Experience
Superior Equipment Sales   March 2015 - Present
NAE FCU   November 2013 - Present
Tidewater Finance Company  January 2013 - September 2013
Superior Equipment Sales   June 2011 - December 2012
Dealer Services Corporation  January 2010 - June 2011
Triad Financial Services   June 2007 - June 2008
C&F Finance Company   October 2005 - September 2007
Americredit  1996 - 2005

Skills
Marketing, Brand Awareness, Building Relationships, Cold Calling, New Business Development, Relationship Management, Credit Analysis, Sales Presentations, CRM, Account Management, B2B, Sales, Loans, Negotiation, Selling, Credit, Consumer Lending, Credit Risk, Loan Origination, Dealers, Dealer Management, Salesforce.com, Sales Process, Automotive, Competitive Analysis, Marketing Strategy, Business Relationship..., Subprime, Cross Selling, Finance, Automobile, Team Building, Risk Management, Banking, Customer Satisfaction, Customer Retention, Customer Service

Education
Old Dominion University   1987 — 1990

Cindy McRoberts, CPC, CPMA, CEMC, CUC Cindy McRoberts, CPC, CPMA, CEMC, CUC Greater Minneapolis-St. Paul Area Details
Cindy McRoberts, CPC, CPMA, CEMC, CUC's Triad Financial Services Experience December 2001 - August 2003
Job Senior Recovery Resolution Analyst at Optum
Industry Hospital & Health Care
Experience
Optum  June 2015 - Present
Sunera LLC  September 2014 - December 2014
Metro Urology  October 2013 - December 2014
Apple Valley Medical Center  December 2012 - October 2013
Home Daycare  April 2004 - August 2012
Triad Financial Services   December 2001 - August 2003
Northwest Airlines  May 1990 - October 2001

Skills
Childcare, Cpr Certified, First Aid, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Organization, PowerPoint, Mentoring, Patience, Time Management, Close Attention to..., Reliable, Self-driven, Independent Thinking, HIPAA, Healthcare, Hospitals, Team Leadership, Budgets, Medical Terminology, Healthcare Management, Team Building, Interviews, Medical Coding, EMR, EHR, Epic Systems, Orthopedic

Education
American InterContinental University   2011 — 2012
Associate of Arts, Business Administration; Medical Billing and Coding

Wallis, Donna Wallis, Donna Jacksonville, Florida Area Details
Wallis, Donna's Triad Financial Services Experience June 2008 - May 2009
Job Underwriter at Opus CMC, LLC
Industry Banking
Experience
Opus CMC  November 2014 - Present
Digital Risk  February 2013 - November 2014
Bank of America Home Loans  January 2011 - February 2013
Bank Of Amercia Home Loans   May 2009 - January 2011
TRIAD FINANCIAL SERVICES   June 2008 - May 2009
HOMECOMINGS FINANCIAL CORPORATION   September 2007 - November 2007
Homecomings Financial  August 2007 - October 2007
Countrywide  July 2007 - September 2007
Territory Manager   June 2007 - August 2007
New Century Financial  July 2002 - May 2007

Skills
Banking, Business Development, Credit, Credit Analysis, Customer Service, FHA, FHA financing, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Refinance, Residential Mortgages, Team Management, USDA, Underwriting, VA loans

Education
Central Connecticut State University

Keith Wasser Keith Wasser Dallas/Fort Worth Area Details
Keith Wasser's Triad Financial Services Experience December 1996 - August 2000
Job
Industry Research
Experience
Slate, Weber and Tolstoy   March 2015 - Present
Gulf Coast Western  December 2012 - February 2013
Residential Lending   January 2012 - May 2012
American Truck Corporation   January 2010 - September 2011
Aasent Mortgage   January 2008 - January 2010
American Benefit Mortgage  March 2004 - August 2008
GMAC-RFC  2000 - 2002
Triad Financial Services   December 1996 - August 2000

Skills
FHA, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loans, Credit, FHA financing, USDA, Refinance, Banking, Underwriting, VA loans, Certified Mortgage..., Statistics, Sales, Marketing, Investment Properties

Education
Golden West College   1984 — 1986
A.A., Psychology

Orange Coast College   1995 — 1999
Psychology

Nick Heedley Nick Heedley Dallas/Fort Worth Area Details
Nick Heedley's Triad Financial Services Experience August 2002 - Present
Job Director at Triad Financial Services
Industry Financial Services
Experience
Triad Financial Services   August 2002 - Present
Saxon Mortgage  December 2000 - August 2002
Autoprime   August 1998 - October 2000
Associates  October 1990 - June 1998

Education
Tarrant County College   1971 — 1972
No Degree, English, Math

Pat Curran Pat Curran Wyoming, Michigan Details
Pat Curran's Triad Financial Services Experience January 2000 - February 2003
Job Managing Member, Precision Insurance Agency
Industry Insurance
Experience
Precision Insurance Agency   June 2010 - Present
WKACC   2014 - 2015
WKACC   2014 - 2015
CountryPlace Mortgage  August 2013 - August 2014
Precision Capital Funding   February 2008 - December 2013
Precision Insurance Agency - Farmers Insurance   2011 - 2012
Precision Financial Corporation   February 2003 - December 2010
Triad Financial Services   January 2000 - February 2003
American Modern Insurance Group  2000 - 2002
Foremost Insurance company  1985 - 1992

Skills
Mortgage Marketing, Banking, Accounts Receivable, Insurance, Loans, Customer Service, Credit, Risk Management, Account Management, Sales Management, Underwriting, Coaching, Loss Mitigation, Business Development, New Business Development, Team Building, Strategic Planning, Sales, Budgets, Negotiation, Investments, Finance, Fundraising, Management, Financial Analysis, Small Business, Portfolio Management, Executive Management, Selling

Education
Davenport University   1985 — 1987
Business Mangement & Business Administration

CUNA Management School   1981 — 1983
CU management

Muskegon Community College   1978 — 1979
Business/Commerce

Florida Institute of Technology   1977 — 1978
Oceanography

Orchard View High School

Orchard View High School

Stefi Draeger Stefi Draeger Greater Minneapolis-St. Paul Area Details
Stefi Draeger's Triad Financial Services Experience 1992 - 1996
Job
Industry Financial Services
Experience
IC System  July 2009 - Present
IC System  December 2007 - Present
Fingerhut Companies  1999 - 2003
A.M. Miller   1997 - 1998
IC System  1995 - 1997
Triad Financial Services   1992 - 1996

Education
Minnesota State University, Mankato   1989 — 1991

Gerald Rahm Gerald Rahm Dallas/Fort Worth Area Details
Gerald Rahm's Triad Financial Services Experience 2008 - Present
Job Servicing Manager at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc.  November 2009 - Present
TRIAD Financial  February 2008 - Present
Triad Financial Services   2008 - Present
HSBC  July 2002 - January 2008
HSBC Auto Finance  2002 - 2008
CoServ  December 1999 - December 2001
NMAC  December 1988 - December 1999
Nissan Motor Acceptance Corporation  1987 - 1999

Education
Louisiana Tech University   1979 — 1981

Paul DeSanctis Paul DeSanctis Phoenix, Arizona Area Details
Paul DeSanctis's Triad Financial Services Experience June 2006 - February 2008
Job Owner at Arizona Lending Specialists, LLC
Industry Financial Services
Experience
Arizona Lending Specialists, LLC   May 2003 - Present
Triad Financial Services   June 2006 - February 2008
Conseco Finance  October 1996 - March 2003

Skills
Mortgage Lending, Loans, Investments, Underwriting, Funding, Foreclosures, Real Estate, Sales Management, Credit, Mortgage Banking, Financial Analysis, Loan Origination, Negotiation, Real Estate Economics, Portfolio Management, Finance, Banking, Residential Mortgages

Education
Arizona State University   1987 — 1991
B.S., Finance

Tom Mandos Tom Mandos Greater Philadelphia Area Details
Tom Mandos's Triad Financial Services Experience 2005 - 2008
Job Auto finance professional, with over 20 years experience in the Southern NJ, Eastern PA and Northern Delaware markets
Industry Automotive
Experience
Flagship Credit Acceptance  January 2014 - Present
1st Investors Financial services   September 2012 - November 2013
CARFAX  July 2008 - March 2012
Triad financial services   2005 - 2008
Condor Capital Corporation  February 2002 - December 2005
Americredit Financial services  October 1997 - May 2001
The Money Store  1996 - 1997

Skills
Account Management, New Business Development, Sales Management, Automotive, Sales, Salesforce.com, Negotiation, Lead Generation, Sales Process, Strategic Planning, Customer Satisfaction, Contract Negotiation, Team Leadership, Customer Service, Business Strategy, B2B, Selling, CRM, Customer Retention, Cold Calling, Pricing, Competitive Analysis, Direct Sales, Forecasting, Business Development, Profit, Sales Presentations, Team Building, Market Planning, Marketing, Business Planning

Education
Temple University
Bachelor of Science (BS), Business Administration and Management, General

Upper Darby Senior High School

Steve Mattingly Steve Mattingly Wichita, Kansas Area Details
Steve Mattingly's Triad Financial Services Experience March 2008 - Present
Job Executive Vice President at Triad Financial Services
Industry Financial Services
Experience
Triad Financial Services   March 2008 - Present
Central National Bank of Oklahoma   April 2005 - March 2008
Fidelity Bank-Kansas   April 1997 - March 2005
Bank of Amercia  August 1991 - April 1997

Skills
Executive Management, Loans, Credit, Commercial Banking, Compliance, Real Estate, Credit Risk, Portfolio Management, Risk Management, Mergers, Strategic Planning, Commercial Lending

Education
American University
BA

Frank Digiulio Frank Digiulio Greater Chicago Area Details
Frank Digiulio's Triad Financial Services Experience January 2006 - June 2008
Job Regional Sales Manager at CRB Auto
Industry Financial Services
Experience
CRB Auto   December 2014 - Present
Epsilon  January 2009 - December 2014
AutoTrader/AutoMart   September 2008 - March 2009
Triad Financial Services   January 2006 - June 2008
LongBeach Acceptance Corporation   January 2002 - January 2006
Ford Motor Credit/Fairlane Credit   June 1998 - April 2002
GE Capital  1995 - 1998

Skills
New Business Development, Recruiting, Sales, Sales Operations, Business Development, Advertising, Sales Management, Selling, Management, Marketing Strategy, Team Building, Forecasting, Sales Process, Customer Service, B2B

Education
College of DuPage   1989 — 1991
Business

Jeffery Oney Jeffery Oney Dallas/Fort Worth Area Details
Jeffery Oney's Triad Financial Services Experience 2006 - 2009
Job Personal Lines Insurance Agent at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance  March 2011 - Present
Santander Consumer USA Inc.  January 2006 - January 2011
Triad Financial Services   2006 - 2009

Skills
Underwriting, Credit, Loans, Mortgage Lending

Education
The University of Texas at Arlington - College of Business   1992 — 1997
Bachelor or Science, Economics

The University of Texas at Arlington - College of Business   1992 — 1997
Bachelor of Science, Economics

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