United Financial
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United Financial Employees
Employee
Years
Job
Industry
Arthur Gora Arthur Gora's United Financial Experience February 1992 - May 1996
Job Mortgage Banker at The Federal Savings Bank
Industry Financial Services
Experience
The Federal Savings Bank August 2013 - Present
Travelliance October 2007 - August 2013
First NLC May 2002 - October 2007
1st ELITE FUNDING - Westmont, IL October 2000 - May 2002
st ELITE FUNDING October 2000 - May 2002
BROADSTREET MORTGAGE October 1999 - October 2000
PORTE FINANCIAL October 1998 - October 1999
Western Financial May 1996 - October 1998
UNITED FINANCIAL February 1992 - May 1996
Skills
CRM, New Business Development, Sales Management, Sales Operations, Sales, Strategy, Start-ups, Negotiation, Lead Generation, B2B, Project Management, SEO, Account Management, Operations Management, Strategic Sourcing, Customer Service, Customer Satisfaction, Business Analysis, Change Management, Leadership, Management, Contract Negotiation, Forecasting, E-commerce, Market Research, Business Development, Strategic Planning, Marketing, Pricing, Program Management, Finance, Sales Presentations
Education
University of Illinois at Chicago 1987 — 1992
Bachlor Degree, Finance
University of Illinois at Chicago 1987 — 1992
Bachelor's degree, Finance, General
The Federal Savings Bank August 2013 - Present
Travelliance October 2007 - August 2013
First NLC May 2002 - October 2007
1st ELITE FUNDING - Westmont, IL October 2000 - May 2002
st ELITE FUNDING October 2000 - May 2002
BROADSTREET MORTGAGE October 1999 - October 2000
PORTE FINANCIAL October 1998 - October 1999
Western Financial May 1996 - October 1998
UNITED FINANCIAL February 1992 - May 1996
Skills
CRM, New Business Development, Sales Management, Sales Operations, Sales, Strategy, Start-ups, Negotiation, Lead Generation, B2B, Project Management, SEO, Account Management, Operations Management, Strategic Sourcing, Customer Service, Customer Satisfaction, Business Analysis, Change Management, Leadership, Management, Contract Negotiation, Forecasting, E-commerce, Market Research, Business Development, Strategic Planning, Marketing, Pricing, Program Management, Finance, Sales Presentations
Education
University of Illinois at Chicago 1987 — 1992
Bachlor Degree, Finance
University of Illinois at Chicago 1987 — 1992
Bachelor's degree, Finance, General
Ian Nakamura Ian Nakamura's United Financial Experience November 2005 - February 2007
Job Sr Manager of Operations at American Express
Industry Online Media
Experience
American Express January 2012 - March 2015
Sometrics Inc. (acquired by American Express) September 2009 - January 2012
Dominion Enterprises/eProspecting February 2007 - December 2008
United Financial November 2005 - February 2007
City of San Francisco, Assessor’s Office January 2000 - January 2003
Skills
Analytics, Online Advertising, E-commerce, Digital Marketing, Web Analytics, Monetization, Ad Networks, Business Development, Online Lead Generation, Media Buying, MySQL, Virtual Currency, Incent Traffic, SEM, Online Marketing, Mobile Applications, Start-ups, Analysis, Google Analytics, User Experience, Customer Acquisition, Mobile Marketing, SEO, Conversion Optimization, Lead Generation, Strategic Partnerships, Email Marketing, Affiliate Marketing, Sales, Mobile Advertising, Social Media Marketing, Display Advertising, Management, Digital Strategy, Omniture, Google Adwords, Digital Media, PPC, Salesforce.com
Education
University of California, Berkeley 1994 — 1998
Bachelor of Arts (B.A.)
Head-Royce School 1989 — 1993
American Express January 2012 - March 2015
Sometrics Inc. (acquired by American Express) September 2009 - January 2012
Dominion Enterprises/eProspecting February 2007 - December 2008
United Financial November 2005 - February 2007
City of San Francisco, Assessor’s Office January 2000 - January 2003
Skills
Analytics, Online Advertising, E-commerce, Digital Marketing, Web Analytics, Monetization, Ad Networks, Business Development, Online Lead Generation, Media Buying, MySQL, Virtual Currency, Incent Traffic, SEM, Online Marketing, Mobile Applications, Start-ups, Analysis, Google Analytics, User Experience, Customer Acquisition, Mobile Marketing, SEO, Conversion Optimization, Lead Generation, Strategic Partnerships, Email Marketing, Affiliate Marketing, Sales, Mobile Advertising, Social Media Marketing, Display Advertising, Management, Digital Strategy, Omniture, Google Adwords, Digital Media, PPC, Salesforce.com
Education
University of California, Berkeley 1994 — 1998
Bachelor of Arts (B.A.)
Head-Royce School 1989 — 1993
Brad Fair Brad Fair's United Financial Experience March 2005 - March 2006
Job Major Accounts Representative at YP
Industry Internet
Experience
YP March 2006 - Present
Light Up Nashville September 2012 - February 2015
United Financial March 2005 - March 2006
First Tennessee Bank September 2003 - March 2005
Skills
Inventory Management, Business Strategy, New Business Development, Entrepreneurship, Integrated Marketing, Business Development, B2B Marketing, B2B Marketing Strategy, Advertising, Online Marketing, Online Advertising, Print Advertising, Sales, Sales Management, Sales Process, Direct Sales, Microsoft Office, Outlook, Salesforce.com, Marketing Communications, Leadership, Leadership Development
Education
Middle Tennessee State University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Collierville High School 1994 — 1998
High School, 12
YP March 2006 - Present
Light Up Nashville September 2012 - February 2015
United Financial March 2005 - March 2006
First Tennessee Bank September 2003 - March 2005
Skills
Inventory Management, Business Strategy, New Business Development, Entrepreneurship, Integrated Marketing, Business Development, B2B Marketing, B2B Marketing Strategy, Advertising, Online Marketing, Online Advertising, Print Advertising, Sales, Sales Management, Sales Process, Direct Sales, Microsoft Office, Outlook, Salesforce.com, Marketing Communications, Leadership, Leadership Development
Education
Middle Tennessee State University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Collierville High School 1994 — 1998
High School, 12
Julie (Fullmer) Morrison Julie (Fullmer) Morrison's United Financial Experience February 2001 - October 2005
Job Project/Change Management at Bank of America
Industry Financial Services
Experience
Bank of America April 2010 - Present
Capital One January 2010 - March 2010
Caliber Funding, LLC October 2005 - January 2010
Bear Stearns 2005 - 2008
United Financial February 2001 - October 2005
Skills
Business Analysis, Project Management, Project Delivery, PowerPoint, Analytics, Microsoft Excel, Financial Risk, Microsoft Office, Microsoft Word, PMP, Strategic Partnerships, User Experience, User Interface Design, Visio, PMO, Program Management, SDLC, Software Documentation, Software Project..., Banking, Disaster Recovery, Vendor Management, Process Improvement, Requirements Analysis, Mortgage Lending
Education
The George Washington University
Bank of America April 2010 - Present
Capital One January 2010 - March 2010
Caliber Funding, LLC October 2005 - January 2010
Bear Stearns 2005 - 2008
United Financial February 2001 - October 2005
Skills
Business Analysis, Project Management, Project Delivery, PowerPoint, Analytics, Microsoft Excel, Financial Risk, Microsoft Office, Microsoft Word, PMP, Strategic Partnerships, User Experience, User Interface Design, Visio, PMO, Program Management, SDLC, Software Documentation, Software Project..., Banking, Disaster Recovery, Vendor Management, Process Improvement, Requirements Analysis, Mortgage Lending
Education
The George Washington University
Scott Pinckard's United Financial Experience 1994 - 2004
Job VP / Assistant Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank (formerly as Green Campus Partners) November 2011 - Present
Grant Capital Managment, Inc. 2010 - October 2011
Saulsbury Hill Financial 2004 - 2009
United Financial 1994 - 2004
Skills
Project Finance, Energy, Energy Efficiency, Contract Negotiation
Education
Lake Forest College 1985 — 1989
Bachelor of Arts, Business and Psychology
Sterling National Bank (formerly as Green Campus Partners) November 2011 - Present
Grant Capital Managment, Inc. 2010 - October 2011
Saulsbury Hill Financial 2004 - 2009
United Financial 1994 - 2004
Skills
Project Finance, Energy, Energy Efficiency, Contract Negotiation
Education
Lake Forest College 1985 — 1989
Bachelor of Arts, Business and Psychology
Darryl McElroy's United Financial Experience October 2003 - August 2004
Job Admission Advisor at DeVry University
Industry Computer Hardware
Experience
Access Therapy September 2015 - Present
DeVry Education Group January 2015 - Present
DeVry University October 2008 - Present
PC Mall January 2008 - October 2008
Countrywide June 2007 - September 2007
DREAMERICA MORTGAGE March 2006 - June 2007
LEHMAN BROTHERS LLC August 2004 - January 2006
UNITED FINANCIAL October 2003 - August 2004
INVENTIVE MORTGAGE CORPORATION October 1998 - October 2003
THE MOREY CORPORATION July 2001 - January 2002
Skills
Management, Team Building, Project Management, Human Resources, CRM, Analysis, Leadership, Account Management, Coaching, Cold Calling, Customer Service, Finance, Interviews, Marketing, New Business Development, Recruiting, Risk Management, Sales, Salesforce.com, Team Leadership, Teamwork, Testing, Time Management, Training, Troubleshooting
Education
Olivet Nazarene University 2001 — 2004
MBA, BUSINESS
The George Washington University - School of Business 1997 — 1999
MC, PROJECT MANAGEMENT
Chicago State University 1988 — 1995
BA, ACCOUNTING
Illinois Institute of Technology 1978 — 1981
ELECTRICAL ENGINEERING
Access Therapy September 2015 - Present
DeVry Education Group January 2015 - Present
DeVry University October 2008 - Present
PC Mall January 2008 - October 2008
Countrywide June 2007 - September 2007
DREAMERICA MORTGAGE March 2006 - June 2007
LEHMAN BROTHERS LLC August 2004 - January 2006
UNITED FINANCIAL October 2003 - August 2004
INVENTIVE MORTGAGE CORPORATION October 1998 - October 2003
THE MOREY CORPORATION July 2001 - January 2002
Skills
Management, Team Building, Project Management, Human Resources, CRM, Analysis, Leadership, Account Management, Coaching, Cold Calling, Customer Service, Finance, Interviews, Marketing, New Business Development, Recruiting, Risk Management, Sales, Salesforce.com, Team Leadership, Teamwork, Testing, Time Management, Training, Troubleshooting
Education
Olivet Nazarene University 2001 — 2004
MBA, BUSINESS
The George Washington University - School of Business 1997 — 1999
MC, PROJECT MANAGEMENT
Chicago State University 1988 — 1995
BA, ACCOUNTING
Illinois Institute of Technology 1978 — 1981
ELECTRICAL ENGINEERING
Chris Thomson, B.A. LL.B TEP's United Financial Experience June 2008 - Present
Job Regional VicePresident, Wealth Planning, United Financial, a division of CI Private Counsel
Industry Investment Management
Experience
United Financial June 2008 - Present
Taylor, MacLellan & Cochrane, Law Firm 1994 - 2008
Skills
Alternative Investments, Asset Management, Estate Planning, FINRA, Financial Planning, Financial Services, Investment Management, Insurance, Investments, Mergers, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Investment Advisory
Education
York University - Osgoode Hall Law School 1991 — 1994
Bachelor of Laws (LL.B.)
Acadia University 1986 — 1991
Bachelor's degree
United Financial June 2008 - Present
Taylor, MacLellan & Cochrane, Law Firm 1994 - 2008
Skills
Alternative Investments, Asset Management, Estate Planning, FINRA, Financial Planning, Financial Services, Investment Management, Insurance, Investments, Mergers, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Investment Advisory
Education
York University - Osgoode Hall Law School 1991 — 1994
Bachelor of Laws (LL.B.)
Acadia University 1986 — 1991
Bachelor's degree
Kristian Gellibert's United Financial Experience January 2007 - August 2007
Job Associate Store Manager / Senior Technician at Flextronics
Industry Telecommunications
Experience
Cool2learn July 2012 - Present
Flextronics August 2007 - Present
United Financial January 2007 - August 2007
Finish Line May 2003 - January 2007
Victoria's Secret December 2000 - December 2003
Skills
Customer Service, Photography, Portrait Photography, Portraits, Commercial Photography, Digital Photography, Event Photography, Fine Art Photography, Headshots, Photos, Education, IT Management, Tutoring, Online Tutoring, Peer Tutoring, Technical Support, Management, Recruiting, Sales Management, Inventory Management, Fashion, Loss Prevention, Sales, Merchandising, Store Operations, Driving Results, Inventory Control, Retail, Retail Sales, Visual Merchandising, Microsoft Office, Leadership, Customer Satisfaction, Employee Training, Profit, Team Building, Store Management
Education
St. Thomas University 2014 — 2016
Bachelor's Degree, Elementary Education and Teaching, Junior
University of Phoenix 2011 — 2013
Associate of Arts (A.A.), Education
Miami Springs Sr. High School 2000 — 2004
Computer Science
Cool2learn July 2012 - Present
Flextronics August 2007 - Present
United Financial January 2007 - August 2007
Finish Line May 2003 - January 2007
Victoria's Secret December 2000 - December 2003
Skills
Customer Service, Photography, Portrait Photography, Portraits, Commercial Photography, Digital Photography, Event Photography, Fine Art Photography, Headshots, Photos, Education, IT Management, Tutoring, Online Tutoring, Peer Tutoring, Technical Support, Management, Recruiting, Sales Management, Inventory Management, Fashion, Loss Prevention, Sales, Merchandising, Store Operations, Driving Results, Inventory Control, Retail, Retail Sales, Visual Merchandising, Microsoft Office, Leadership, Customer Satisfaction, Employee Training, Profit, Team Building, Store Management
Education
St. Thomas University 2014 — 2016
Bachelor's Degree, Elementary Education and Teaching, Junior
University of Phoenix 2011 — 2013
Associate of Arts (A.A.), Education
Miami Springs Sr. High School 2000 — 2004
Computer Science
Hank Ward's United Financial Experience September 2006 - December 2006
Job Consumer Loan Underwriter
Industry Banking
Experience
Wells Fargo Home Mortgage March 2010 - Present
SECU October 2007 - December 2009
Premier Mortgage Funding January 2007 - October 2007
United Financial September 2006 - December 2006
Skills
Banking, Credit, Financial Services, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages
Education
University of North Carolina at Wilmington 2004 — 2006
Bachelor of Science (B.S.), Business Administration- Finance
Wells Fargo Home Mortgage March 2010 - Present
SECU October 2007 - December 2009
Premier Mortgage Funding January 2007 - October 2007
United Financial September 2006 - December 2006
Skills
Banking, Credit, Financial Services, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages
Education
University of North Carolina at Wilmington 2004 — 2006
Bachelor of Science (B.S.), Business Administration- Finance
Daniel Yager's United Financial Experience November 2004 - July 2005
Job TRUST ACCOUNTING at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. November 2005 - Present
UNITED FINANCIAL November 2004 - July 2005
CI Investments Inc. July 1999 - June 2004
NORTHERN GETAWAY May 1998 - July 1999
ROOTS CANADA June 1997 - April 1998
Rexdale Alliance Church January 1989 - January 1993
Education
Carleton University 1994 — 1997
BA, History, English
CI Investments Inc. November 2005 - Present
UNITED FINANCIAL November 2004 - July 2005
CI Investments Inc. July 1999 - June 2004
NORTHERN GETAWAY May 1998 - July 1999
ROOTS CANADA June 1997 - April 1998
Rexdale Alliance Church January 1989 - January 1993
Education
Carleton University 1994 — 1997
BA, History, English
Steve Tabick's United Financial Experience June 2013 - Present
Job Co Founder at Raised Performance, LLC., Account Representative Supvervisor
Industry Financial Services
Experience
Raised Performance, LLC. November 2014 - Present
United Financial June 2013 - Present
McHenry Country Courthouse May 2012 - August 2012
Skills
Leadership, Time Management, Teamwork, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Retail, Customer Satisfaction, Merchandising, Loss Prevention, Microsoft Office, Inventory Management, Outlook, Data Entry
Education
Loyola University Chicago 2009 — 2013
Bachelor's Degree, Criminal Justice, Sociology
Raised Performance, LLC. November 2014 - Present
United Financial June 2013 - Present
McHenry Country Courthouse May 2012 - August 2012
Skills
Leadership, Time Management, Teamwork, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Retail, Customer Satisfaction, Merchandising, Loss Prevention, Microsoft Office, Inventory Management, Outlook, Data Entry
Education
Loyola University Chicago 2009 — 2013
Bachelor's Degree, Criminal Justice, Sociology
Alexandria Del Borrello's United Financial Experience May 2007 - Present
Job Intern at Enterprise RentACar
Industry
Experience
Enterprise Rent-A-Car May 2013 - Present
United Financial May 2007 - Present
Skills
Interpersonal Skill, Written & Verbal..., Customer Service, Leadership, Writing, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office
Education
Rowan University 2010 — 2014
Bachelor of Science (B.S.), Business Management
Enterprise Rent-A-Car May 2013 - Present
United Financial May 2007 - Present
Skills
Interpersonal Skill, Written & Verbal..., Customer Service, Leadership, Writing, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office
Education
Rowan University 2010 — 2014
Bachelor of Science (B.S.), Business Management