Trinity Financial Services, LLC
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Trinity Financial Services, LLC Employees
Employee
Years
Job
Industry
Laurelle Castilla Laurelle Castilla's Trinity Financial Services, LLC Experience June 2005 - September 2012
Job Guest Services Consultant at Ideal Image
Industry Health, Wellness and Fitness
Experience
Ideal Image December 2012 - Present
Trinity Financial Services, LLC June 2005 - September 2012
Skills
Public Relations, Event Management, Sales, Customer Service, Management, Hospitality, Event Planning, Public Speaking, Social Media Marketing, Written Correspondence, General Office Skills, Computer Savvy, Social Networking, Scheduling, Interviewing, Employee Training, Networking, Business Development, Marketing Strategy, Interviews, Marketing, Social Media
Education
University of Florida 2005 — 2007
Bachelor of Science (B.S.), Public Relations, 3.83
Florida International University 2003 — 2005
Bachelor of Science (B.S.), Public Relations, 3.76
New World School of the Arts 1999 — 2003
High School Diploma, Vocal Music
Westminster Christian School 1996 — 1999
Ideal Image December 2012 - Present
Trinity Financial Services, LLC June 2005 - September 2012
Skills
Public Relations, Event Management, Sales, Customer Service, Management, Hospitality, Event Planning, Public Speaking, Social Media Marketing, Written Correspondence, General Office Skills, Computer Savvy, Social Networking, Scheduling, Interviewing, Employee Training, Networking, Business Development, Marketing Strategy, Interviews, Marketing, Social Media
Education
University of Florida 2005 — 2007
Bachelor of Science (B.S.), Public Relations, 3.83
Florida International University 2003 — 2005
Bachelor of Science (B.S.), Public Relations, 3.76
New World School of the Arts 1999 — 2003
High School Diploma, Vocal Music
Westminster Christian School 1996 — 1999
Chris Norton Chris Norton's Trinity Financial Services, LLC Experience January 2006 - November 2011
Job Business Development Manager at PM Environmental, Inc.
Industry Environmental Services
Experience
PM Environmental, Inc. February 2014 - Present
P1Group January 2013 - Present
Park Avenue Real Estate dba Property Business Brokers January 2011 - Present
United Rentals October 2011 - February 2014
RSC Equipment Rental October 2011 - April 2012
Trinity Financial Services, LLC January 2006 - November 2011
Pinnacle Direct Funding Corp January 2005 - January 2006
Pinnacle Direct Funding Corp January 2004 - January 2005
Beazer Mortgage January 2003 - January 2005
The Mortgage Firm, Inc. 2003 - 2004
Skills
Strategic Sales &..., Strategic Planning, Sales, Direct Sales, New Business Development, Negotiation, Strategic Negotiations, Situational Sales..., Life Insurance, Marketing Strategy, Leadership, Selling, Sales Operations, Strategy, Marketing, Account Management, Customer Service, Salesforce.com, Business Development, Key Account Development, Market Development, Solution Selling, Management, Training, Sales Process, Sales Management, Cold Calling, Contract Negotiation, Sales Presentations, Lead Generation, Customer Retention, B2B, Team Building, Consulting
Education
Auburn University at Montgomery 1990 — 1992
Biology/Education
North Florida Junior College 1988 — 1990
General Studies
PM Environmental, Inc. February 2014 - Present
P1Group January 2013 - Present
Park Avenue Real Estate dba Property Business Brokers January 2011 - Present
United Rentals October 2011 - February 2014
RSC Equipment Rental October 2011 - April 2012
Trinity Financial Services, LLC January 2006 - November 2011
Pinnacle Direct Funding Corp January 2005 - January 2006
Pinnacle Direct Funding Corp January 2004 - January 2005
Beazer Mortgage January 2003 - January 2005
The Mortgage Firm, Inc. 2003 - 2004
Skills
Strategic Sales &..., Strategic Planning, Sales, Direct Sales, New Business Development, Negotiation, Strategic Negotiations, Situational Sales..., Life Insurance, Marketing Strategy, Leadership, Selling, Sales Operations, Strategy, Marketing, Account Management, Customer Service, Salesforce.com, Business Development, Key Account Development, Market Development, Solution Selling, Management, Training, Sales Process, Sales Management, Cold Calling, Contract Negotiation, Sales Presentations, Lead Generation, Customer Retention, B2B, Team Building, Consulting
Education
Auburn University at Montgomery 1990 — 1992
Biology/Education
North Florida Junior College 1988 — 1990
General Studies
Paul Medellin Paul Medellin's Trinity Financial Services, LLC Experience April 2007 - August 2010
Job Account Manager at TravelClick
Industry Insurance
Experience
TravelClick January 2013 - Present
ASUREA July 2012 - December 2012
Quantum Life Settlements September 2010 - October 2011
Trinity Financial Services, LLC April 2007 - August 2010
American Signature Inc. November 2003 - April 2007
Orlando Marriott Lake Mary March 2002 - March 2003
Skills
Term Life Insurance, Disability Insurance, Whole Life, Insurance, Fixed Annuities, Universal Life, Retirement Planning, Hands-on Training, Problem Solving, Salesforce.com, Goldmine, Customer Satisfaction, Presentations, Customer Acquisition, Customer Service, Hospitality Management, Interviews, Job Coaching, Schedules, Management, Sales Process
Education
Florida State University 1996 — 1998
Bachelor's degree, Hospitality Administration/Management
TravelClick January 2013 - Present
ASUREA July 2012 - December 2012
Quantum Life Settlements September 2010 - October 2011
Trinity Financial Services, LLC April 2007 - August 2010
American Signature Inc. November 2003 - April 2007
Orlando Marriott Lake Mary March 2002 - March 2003
Skills
Term Life Insurance, Disability Insurance, Whole Life, Insurance, Fixed Annuities, Universal Life, Retirement Planning, Hands-on Training, Problem Solving, Salesforce.com, Goldmine, Customer Satisfaction, Presentations, Customer Acquisition, Customer Service, Hospitality Management, Interviews, Job Coaching, Schedules, Management, Sales Process
Education
Florida State University 1996 — 1998
Bachelor's degree, Hospitality Administration/Management
Don Madden's Trinity Financial Services, LLC Experience July 2014 - Present
Job Chief Executive Officer at Trinity Financial Services, LLC
Industry Financial Services
Experience
Trinity Financial Services, LLC July 2014 - Present
Coast Capital Investment Advisors August 2007 - June 2014
Skills
Real Estate, Investment Properties, Investments, Short Sales, Property Management, Mortgage Lending, Mergers, Sales, Investors, Real Estate Economics, REO, Asset Managment, Loans, Foreclosures, Real Estate Transactions, Due Diligence, Real Estate Development, Real Estate Financing, Valuation, Portfolio Management, Asset Management, Mergers & Acquisitions, Brokerage, Disposition, Commercial Real Estate, Property, Commercial Mortgages, Real Estate Investor, Loss Mitigation, Financial Structuring, Credit, Funding, Residential Mortgages, HUD, Mortgage Banking, FHA, Refinance, Real Property, Loan Origination, Appraisals, Rentals, International Real..., Loan Servicing, Acquisitions, Referrals, Apartments, Leases, Real Estate Private..., Reverse Mortgages, Land Acquisition
Education
Florida State University 1976 — 1979
Bachelor Of Science, Business
Trinity Financial Services, LLC July 2014 - Present
Coast Capital Investment Advisors August 2007 - June 2014
Skills
Real Estate, Investment Properties, Investments, Short Sales, Property Management, Mortgage Lending, Mergers, Sales, Investors, Real Estate Economics, REO, Asset Managment, Loans, Foreclosures, Real Estate Transactions, Due Diligence, Real Estate Development, Real Estate Financing, Valuation, Portfolio Management, Asset Management, Mergers & Acquisitions, Brokerage, Disposition, Commercial Real Estate, Property, Commercial Mortgages, Real Estate Investor, Loss Mitigation, Financial Structuring, Credit, Funding, Residential Mortgages, HUD, Mortgage Banking, FHA, Refinance, Real Property, Loan Origination, Appraisals, Rentals, International Real..., Loan Servicing, Acquisitions, Referrals, Apartments, Leases, Real Estate Private..., Reverse Mortgages, Land Acquisition
Education
Florida State University 1976 — 1979
Bachelor Of Science, Business
Gerald O'Malley Gerald O'Malley's Trinity Financial Services, LLC Experience 2005 - 2007
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
Ivan Pantaleon Ivan Pantaleon's Trinity Financial Services, LLC Experience March 2013 - June 2014
Job Paralegal (Contractor) at U.S. Securities and Exchange Commission
Industry Legal Services
Experience
U.S. Securities and Exchange Commission August 2015 - Present
Orange Oak Recovery Services, LLC August 2013 - Present
Trinity Financial Services, LLC March 2013 - June 2014
Gordon & Rees LLP July 2012 - January 2014
Kitagawa & Ebert, P.C April 2011 - March 2012
Green & Hall, APC December 2007 - March 2011
Chase April 2000 - June 2003
Skills
Civil Litigation, Litigation, Legal Research, Legal Writing, Mediation, Courts, Westlaw, Litigation Support, Commercial Litigation, Trials, Legal Assistance, Employment Law, Lexis Nexis, Financial Analysis, Financial Modeling, Risk Management, Legal Compliance, Uniform Commercial Code, Contract Law, Contract Management, Contract Negotiation, Government Contracting, Breach Of Contract, Federal Government..., Contract, Debt Collection, Data Collection, Legal Discovery, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Commercial, Real Estate, Case Management, Case Management Software, Skip Tracing, Enforcement Of Judgments, Leadership, Leadership Development, Microsoft Office, Arbitration, Corporate Law, Document Review, Pleadings, Appeals
Education
University of California, Irvine 2013 — 2014
Certificate, Contract Management
University of California, Irvine 2007 — 2008
Certificate, Paralegal
University of California, Los Angeles 2003 — 2007
Bachelor's degree, Political Science and Government
U.S. Securities and Exchange Commission August 2015 - Present
Orange Oak Recovery Services, LLC August 2013 - Present
Trinity Financial Services, LLC March 2013 - June 2014
Gordon & Rees LLP July 2012 - January 2014
Kitagawa & Ebert, P.C April 2011 - March 2012
Green & Hall, APC December 2007 - March 2011
Chase April 2000 - June 2003
Skills
Civil Litigation, Litigation, Legal Research, Legal Writing, Mediation, Courts, Westlaw, Litigation Support, Commercial Litigation, Trials, Legal Assistance, Employment Law, Lexis Nexis, Financial Analysis, Financial Modeling, Risk Management, Legal Compliance, Uniform Commercial Code, Contract Law, Contract Management, Contract Negotiation, Government Contracting, Breach Of Contract, Federal Government..., Contract, Debt Collection, Data Collection, Legal Discovery, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Commercial, Real Estate, Case Management, Case Management Software, Skip Tracing, Enforcement Of Judgments, Leadership, Leadership Development, Microsoft Office, Arbitration, Corporate Law, Document Review, Pleadings, Appeals
Education
University of California, Irvine 2013 — 2014
Certificate, Contract Management
University of California, Irvine 2007 — 2008
Certificate, Paralegal
University of California, Los Angeles 2003 — 2007
Bachelor's degree, Political Science and Government
Yvonne Keyes Yvonne Keyes's Trinity Financial Services, LLC Experience November 2006 - June 2008
Job Administrative Assistant at Cambridge Institute of Allied Health and Technology
Industry Human Resources
Experience
Cambridge Institute of Allied Health and Technology June 2015 - Present
Kelly Services January 2015 - Present
Sol Plaza Boutique Mall November 2013 - Present
Wyndham Vacation Ownership December 2012 - December 2013
Full Sail University January 2012 - August 2012
Hull & Associates July 2011 - November 2011
Trinity Financial Services, LLC November 2006 - June 2008
Skills
Microsoft Office, ACT Database Software, Customer Service, Research, Employee Relations, Intermediate Spanish..., Social Networking, Facebook, Event Planning, Microsoft Word, PowerPoint, Human Resources, Time Management, Social Media, Microsoft Excel, Social Media Marketing
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Management; Human Resources
Cambridge Institute of Allied Health and Technology June 2015 - Present
Kelly Services January 2015 - Present
Sol Plaza Boutique Mall November 2013 - Present
Wyndham Vacation Ownership December 2012 - December 2013
Full Sail University January 2012 - August 2012
Hull & Associates July 2011 - November 2011
Trinity Financial Services, LLC November 2006 - June 2008
Skills
Microsoft Office, ACT Database Software, Customer Service, Research, Employee Relations, Intermediate Spanish..., Social Networking, Facebook, Event Planning, Microsoft Word, PowerPoint, Human Resources, Time Management, Social Media, Microsoft Excel, Social Media Marketing
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Management; Human Resources
Blythe Barny's Trinity Financial Services, LLC Experience 1998 - 1999
Job Meetings Dept. at Congress of Neurological Surgeons
Industry Executive Office
Experience
Congress of Neurological Surgeons August 2013 - Present
Pangea Organics May 2013 - Present
Comcast December 2012 - March 2013
Mile High Outdoor Advertising August 2010 - June 2012
The WellnessBank September 2009 - October 2009
Advanced Health Solutions 2003 - 2009
Hewlett-Packard 1999 - 2001
WeddingNetwork.com (Acquired by ModernBride.com) 1998 - 2001
Trinity Financial Services, LLC 1998 - 1999
Skills
Event Planning, Outdoor Advertising, Account Management, Customer Service, Advertising, Public Speaking, Salesforce.com, New Business Development, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Event Management, Marketing, Social Media, Social Networking, Selling, Time Management, Social Media Marketing, Budgets, Email Marketing, Online Marketing, Marketing Strategy, Small Business, Trade Shows, Marketing Communications, Online Advertising, Fundraising, Facebook, Leadership, Public Relations, Team Building, Blogging, Nonprofits
Education
Midwest College of Oriental Medicine-Chicago 2013 — 2016
Masters Degree, Acupuncture and Oriental Medicine
University of Denver 1990 — 1994
BSBA, International Business, Spanish
University of Denver - Daniels College of Business 1990 — 1994
BSBA, International Business, Emphasis in Spanish
Valley High School 1986 — 1990
High School Degree, Math, Choir, Drama, Volleyball
Seely Place Elementary School
Congress of Neurological Surgeons August 2013 - Present
Pangea Organics May 2013 - Present
Comcast December 2012 - March 2013
Mile High Outdoor Advertising August 2010 - June 2012
The WellnessBank September 2009 - October 2009
Advanced Health Solutions 2003 - 2009
Hewlett-Packard 1999 - 2001
WeddingNetwork.com (Acquired by ModernBride.com) 1998 - 2001
Trinity Financial Services, LLC 1998 - 1999
Skills
Event Planning, Outdoor Advertising, Account Management, Customer Service, Advertising, Public Speaking, Salesforce.com, New Business Development, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Event Management, Marketing, Social Media, Social Networking, Selling, Time Management, Social Media Marketing, Budgets, Email Marketing, Online Marketing, Marketing Strategy, Small Business, Trade Shows, Marketing Communications, Online Advertising, Fundraising, Facebook, Leadership, Public Relations, Team Building, Blogging, Nonprofits
Education
Midwest College of Oriental Medicine-Chicago 2013 — 2016
Masters Degree, Acupuncture and Oriental Medicine
University of Denver 1990 — 1994
BSBA, International Business, Spanish
University of Denver - Daniels College of Business 1990 — 1994
BSBA, International Business, Emphasis in Spanish
Valley High School 1986 — 1990
High School Degree, Math, Choir, Drama, Volleyball
Seely Place Elementary School
Kimberly Marchi's Trinity Financial Services, LLC Experience 2005 - 2007
Job Administrator at Center for Advanced GI
Industry Medical Practice
Experience
It Works Global May 2014 - Present
Center for Advanced GI November 2007 - Present
Trinity Financial Services, LLC 2005 - 2007
Skills
Medical Billing, Healthcare, Administrative..., Data Entry, Event Planning, Leadership, Public Speaking, Medical Records, Team Building, Microsoft Excel, Outlook, Sales Management
Education
St Augustine School of Medical Assistants 2009 — 2009
Medical/Clinical Assistant
Seminole Community College
All Lines Adjuster, Insurance
It Works Global May 2014 - Present
Center for Advanced GI November 2007 - Present
Trinity Financial Services, LLC 2005 - 2007
Skills
Medical Billing, Healthcare, Administrative..., Data Entry, Event Planning, Leadership, Public Speaking, Medical Records, Team Building, Microsoft Excel, Outlook, Sales Management
Education
St Augustine School of Medical Assistants 2009 — 2009
Medical/Clinical Assistant
Seminole Community College
All Lines Adjuster, Insurance
Harry Holan's Trinity Financial Services, LLC Experience January 1999 - Present
Job President at Trinity financial services
Industry Information Services
Experience
Trinity Financial Services, LLC January 1999 - Present
Universal Financial, LLC January 1998 - June 2000
Universal Financial, LLC January 1998 - June 2000
Skills
Insurance, Life Insurance, Term Life Insurance, Universal Life, Life Settlements, Term Conversions, Brokers, Financial Planners, Contract Negotiation, Fixed Annuities, Alternative Investments, Underwriting, Health Insurance, Financial Advisory, Estate Planning, Retirement, Marketing, Disability Insurance, Retirement Planning, Whole Life, Securities, Wealth Management, Long-term Care, Management
Education
University of Florida 1985 — 1990
Bachelors, Business
Trinity Financial Services, LLC January 1999 - Present
Universal Financial, LLC January 1998 - June 2000
Universal Financial, LLC January 1998 - June 2000
Skills
Insurance, Life Insurance, Term Life Insurance, Universal Life, Life Settlements, Term Conversions, Brokers, Financial Planners, Contract Negotiation, Fixed Annuities, Alternative Investments, Underwriting, Health Insurance, Financial Advisory, Estate Planning, Retirement, Marketing, Disability Insurance, Retirement Planning, Whole Life, Securities, Wealth Management, Long-term Care, Management
Education
University of Florida 1985 — 1990
Bachelors, Business
Daniel Bockhorn's Trinity Financial Services, LLC Experience Managing PartnerTrinity Financial Services, LLCJanuary 2000 - Present
Job Managing Partner, Trinity Financial Services, LLC
Industry Insurance
Experience
Trinity Financial Services, LLC Managing PartnerTrinity Financial Services, LLCJanuary 2000 - Present
Skills
Alternative Investments, Life Insurance, Life Settlements, Insurance, Fixed Annuities, Term Life Insurance, Universal Life, Financial Planners, Disability Insurance, Securities, Whole Life, Estate Planning, Portfolio Management, Retirement, Wealth Management, Financial Planning, Retirement Planning, Risk Management, Finance, Investments
Education
Appalachian State University
Trinity Financial Services, LLC Managing PartnerTrinity Financial Services, LLCJanuary 2000 - Present
Skills
Alternative Investments, Life Insurance, Life Settlements, Insurance, Fixed Annuities, Term Life Insurance, Universal Life, Financial Planners, Disability Insurance, Securities, Whole Life, Estate Planning, Portfolio Management, Retirement, Wealth Management, Financial Planning, Retirement Planning, Risk Management, Finance, Investments
Education
Appalachian State University
David Vo's Trinity Financial Services, LLC Experience July 2013 - Present
Job Bankruptcy Analyst / Loss Mitigation Manager at Trinity Financial Services, LLC
Industry Law Practice
Experience
Trinity Financial Services, LLC July 2013 - Present
Coast Capital Investment Advisors January 2013 - July 2013
Kaizen Intertrade December 2011 - January 2013
Michelman & Robinson, LLP January 2008 - January 2011
Anselm Community Center January 2009 - March 2009
Palmer & Tran, LLP January 2007 - January 2008
Saigon Tutoring January 2004 - January 2006
Skills
Courts, Civil Litigation, Trials, Employment Law, Bankruptcy, Pleadings, Payroll, Hearings, Immigration Law, Human Resources, Management, Analysis, Invoicing, Time Management, Interviews, Depositions, Accounting, Employee Training, Process Scheduler, Finance
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Political Science
University of California, Irvine 2004 — 2009
Bachelor of Arts, Public Health Policy
Trinity Financial Services, LLC July 2013 - Present
Coast Capital Investment Advisors January 2013 - July 2013
Kaizen Intertrade December 2011 - January 2013
Michelman & Robinson, LLP January 2008 - January 2011
Anselm Community Center January 2009 - March 2009
Palmer & Tran, LLP January 2007 - January 2008
Saigon Tutoring January 2004 - January 2006
Skills
Courts, Civil Litigation, Trials, Employment Law, Bankruptcy, Pleadings, Payroll, Hearings, Immigration Law, Human Resources, Management, Analysis, Invoicing, Time Management, Interviews, Depositions, Accounting, Employee Training, Process Scheduler, Finance
Education
University of California, Irvine 2004 — 2009
Bachelor of Arts, Political Science
University of California, Irvine 2004 — 2009
Bachelor of Arts, Public Health Policy
Jad Hasenin's Trinity Financial Services, LLC Experience March 2015 - Present
Job Internal Audit Accountant at Trinity Financial Services
Industry Accounting
Experience
Trinity Financial Services, LLC March 2015 - Present
MarWest Commercial Real Estate Services, LLC October 2014 - January 2015
Brand Growth and Trinity Restaurant Group May 2014 - August 2014
San Diego Center for Children November 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Financial Analysis, Budgets, Strategic Planning, Financial Reporting, Leadership
Education
UCSB 2008 — 2013
Bachelor of Arts (B.A.), Economics
Trinity Financial Services, LLC March 2015 - Present
MarWest Commercial Real Estate Services, LLC October 2014 - January 2015
Brand Growth and Trinity Restaurant Group May 2014 - August 2014
San Diego Center for Children November 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Financial Analysis, Budgets, Strategic Planning, Financial Reporting, Leadership
Education
UCSB 2008 — 2013
Bachelor of Arts (B.A.), Economics