United Financial Services
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United Financial Services Employees
Employee
Years
Job
Industry
Kristin Bentley Kristin Bentley's United Financial Services Experience January 2013 - Present
Job Billing Coordinator
Industry Financial Services
Experience
United Financial Services January 2013 - Present
DJ Puff Financial Advisors Group August 2010 - August 2012
Syracuse Vineyard Childcare Center June 2008 - July 2010
Friendly Ice Cream Corporation March 2007 - August 2007
Skills
Telephone Skills, Office Administration, Outlook, Teamwork, Data Entry, Customer Satisfaction, Customer Service, Time Management, Critical Thinking, Filing, Spreadsheets, Receptionist Duties, Appointment Scheduling, Clerical Skills, Internet Explorer, Confidentiality, Administrative...
Education
Bryant and Stratton College 2011 — 2015
Bachelor's of General Management, Business Administration
Henninger High School 2003 — 2007
High School Diploma
United Financial Services January 2013 - Present
DJ Puff Financial Advisors Group August 2010 - August 2012
Syracuse Vineyard Childcare Center June 2008 - July 2010
Friendly Ice Cream Corporation March 2007 - August 2007
Skills
Telephone Skills, Office Administration, Outlook, Teamwork, Data Entry, Customer Satisfaction, Customer Service, Time Management, Critical Thinking, Filing, Spreadsheets, Receptionist Duties, Appointment Scheduling, Clerical Skills, Internet Explorer, Confidentiality, Administrative...
Education
Bryant and Stratton College 2011 — 2015
Bachelor's of General Management, Business Administration
Henninger High School 2003 — 2007
High School Diploma
Zacle Haliburton Zacle Haliburton's United Financial Services Experience October 2006 - October 2014
Job Executive Office Professional
Industry Executive Office
Experience
United Financial Services October 2006 - October 2014
Education
Heald College 1999 — 2002
AAS, Business Administration
United Financial Services October 2006 - October 2014
Education
Heald College 1999 — 2002
AAS, Business Administration
Brian Mallasch Brian Mallasch's United Financial Services Experience January 2009 - April 2011
Job Home Mortgage Consultant NMLSR 104639 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2011 - Present
United Financial Services January 2009 - April 2011
Marketing Hog August 2008 - April 2011
Mallasch Partners, Inc. March 2009 - August 2010
Gold Success Development Corporation June 2008 - March 2009
River Oak Capital October 2005 - June 2008
Ameriquest Mortgage February 2002 - November 2005
Skills
Short Sales, Non-Conforming, Marketing Strategy, Mortgage Consulting, First Time Home Buyers, Lead Generation, HARP, DU Refi Plus, Manufactured Housing, Rural Development, Mortgage Lending, Fannie Mae, Freddie Mac, Refinance Transactions, Refinance, Loans, Residential Mortgages, Commercial Mortgages, Entrepreneurship, Business Strategy, Small Business, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Real Estate Investment..., Real Estate, Customer Experience, Customer Satisfaction, Customer Retention, Sales, Marketing, Asset Management, Commercial Real Estate, REO, Investment Properties, Management, Due Diligence, Residential Homes, Mortgage Banking, Mergers & Acquisitions, Credit, Investors, Training, Real Estate Economics, Selling, Foreclosures, Market Analysis, Referrals, Consulting
Education
Spokane Falls Community College 1999 — 2001
AA, Computer Science
Wells Fargo Home Mortgage April 2011 - Present
United Financial Services January 2009 - April 2011
Marketing Hog August 2008 - April 2011
Mallasch Partners, Inc. March 2009 - August 2010
Gold Success Development Corporation June 2008 - March 2009
River Oak Capital October 2005 - June 2008
Ameriquest Mortgage February 2002 - November 2005
Skills
Short Sales, Non-Conforming, Marketing Strategy, Mortgage Consulting, First Time Home Buyers, Lead Generation, HARP, DU Refi Plus, Manufactured Housing, Rural Development, Mortgage Lending, Fannie Mae, Freddie Mac, Refinance Transactions, Refinance, Loans, Residential Mortgages, Commercial Mortgages, Entrepreneurship, Business Strategy, Small Business, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Real Estate Investment..., Real Estate, Customer Experience, Customer Satisfaction, Customer Retention, Sales, Marketing, Asset Management, Commercial Real Estate, REO, Investment Properties, Management, Due Diligence, Residential Homes, Mortgage Banking, Mergers & Acquisitions, Credit, Investors, Training, Real Estate Economics, Selling, Foreclosures, Market Analysis, Referrals, Consulting
Education
Spokane Falls Community College 1999 — 2001
AA, Computer Science
Mark Papoccia Mark Papoccia's United Financial Services Experience May 1989 - February 1990
Job Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank October 2010 - Present
BMO Harris Bank July 2003 - October 2010
BMO Harris Bank January 2001 - July 2003
BMO Harris Bank February 1992 - January 2001
Old Kent Bank February 1990 - February 1992
United Financial Services May 1989 - February 1990
Skills
Sales Management, Coaching, Customer Experience, Customer Acquisition, Enterprise Risk..., Strategic Thinking, Pricing Strategy, Cash Management, Cash Flow Forecasting, Cash Flow Lending, Commercial Banking, Performance Management, Change Management, New Business Development, Sales, Small Business Lending, Risk Management, Commercial Lending, Financial Services, Credit, Banking, Strategy, Management, Credit Risk
Education
Dalhousie University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Sauk Valley Community College
Associate of Science (A.S.), Business Administration and Management, General
Southern Illinois University, Carbondale
Bachelor of Business Administration (B.B.A.), Finance and Marketing
BMO Harris Bank October 2010 - Present
BMO Harris Bank July 2003 - October 2010
BMO Harris Bank January 2001 - July 2003
BMO Harris Bank February 1992 - January 2001
Old Kent Bank February 1990 - February 1992
United Financial Services May 1989 - February 1990
Skills
Sales Management, Coaching, Customer Experience, Customer Acquisition, Enterprise Risk..., Strategic Thinking, Pricing Strategy, Cash Management, Cash Flow Forecasting, Cash Flow Lending, Commercial Banking, Performance Management, Change Management, New Business Development, Sales, Small Business Lending, Risk Management, Commercial Lending, Financial Services, Credit, Banking, Strategy, Management, Credit Risk
Education
Dalhousie University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Sauk Valley Community College
Associate of Science (A.S.), Business Administration and Management, General
Southern Illinois University, Carbondale
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Carlton Holloway Carlton Holloway's United Financial Services Experience December 2004 - September 2006
Job Every passing moment is a chance to turn it around
Industry Financial Services
Experience
EBP Group May 2008 - Present
First Data Corporation February 2014 - December 2014
First Data Merchant Services July 2011 - February 2014
Maia Modeling and Talent June 2009 - July 2011
Tripoint Mortgage Group February 2008 - April 2009
Carteret Mortgage Company April 2006 - April 2008
United Financial Services December 2004 - September 2006
Benjamin Financial Services October 2003 - November 2004
Read work 1998 - 2004
Long and Foster Real Estate Company December 1998 - October 2000
Skills
Finance, Real Estate, Investment Properties, Customer Service, Real Estate Transactions, First Time Home Buyers, Investors, Real Estate Development, Real Estate Economics, Loans, Technical Support, Merchant Services, Fashion, Modeling, Banking, Mortgage Lending, Small Business, Selling, Management
Education
Howard Community College 1995 — 1997
Finance
University of the District of Columbia 1987 — 1993
Liberal Arts, Political Science
EBP Group May 2008 - Present
First Data Corporation February 2014 - December 2014
First Data Merchant Services July 2011 - February 2014
Maia Modeling and Talent June 2009 - July 2011
Tripoint Mortgage Group February 2008 - April 2009
Carteret Mortgage Company April 2006 - April 2008
United Financial Services December 2004 - September 2006
Benjamin Financial Services October 2003 - November 2004
Read work 1998 - 2004
Long and Foster Real Estate Company December 1998 - October 2000
Skills
Finance, Real Estate, Investment Properties, Customer Service, Real Estate Transactions, First Time Home Buyers, Investors, Real Estate Development, Real Estate Economics, Loans, Technical Support, Merchant Services, Fashion, Modeling, Banking, Mortgage Lending, Small Business, Selling, Management
Education
Howard Community College 1995 — 1997
Finance
University of the District of Columbia 1987 — 1993
Liberal Arts, Political Science
Grant Branaugh Grant Branaugh's United Financial Services Experience 2009 - 2011
Job Senior Recruiter at Vitality Group Executive Search
Industry Staffing and Recruiting
Experience
Vitality Group - Executive Search July 2011 - Present
United Financial Services 2009 - 2011
Kaye/Bassman International 2007 - 2009
Dallas Home Loans, Inc. 2000 - 2007
Skills
Executive Search, Management Consulting, Construction, Recruiting, Leadership, Management, Business Development, Training, Performance Management, Interviews, Start-ups, Sales, Coaching, Negotiation, Project Planning, Temporary Placement, Sales Management, Project Management, Permanent Placement, Contract Negotiation, College Recruiting, Succession Planning, Talent Management, Hiring, Business Strategy, Team Leadership, Team Building, Customer Retention, Contract Management, Personnel Management, Contract Recruitment, Talent Acquisition, Consulting, Executive Management, Search, Internet Recruiting, Operations Management, Technical Recruiting, Sourcing, New Business Development
Education
University of North Texas
Vitality Group - Executive Search July 2011 - Present
United Financial Services 2009 - 2011
Kaye/Bassman International 2007 - 2009
Dallas Home Loans, Inc. 2000 - 2007
Skills
Executive Search, Management Consulting, Construction, Recruiting, Leadership, Management, Business Development, Training, Performance Management, Interviews, Start-ups, Sales, Coaching, Negotiation, Project Planning, Temporary Placement, Sales Management, Project Management, Permanent Placement, Contract Negotiation, College Recruiting, Succession Planning, Talent Management, Hiring, Business Strategy, Team Leadership, Team Building, Customer Retention, Contract Management, Personnel Management, Contract Recruitment, Talent Acquisition, Consulting, Executive Management, Search, Internet Recruiting, Operations Management, Technical Recruiting, Sourcing, New Business Development
Education
University of North Texas
Brian Krogstad's United Financial Services Experience January 2010 - June 2012
Job Currently looking for OnBase Analyst (OBSA) position
Industry Information Technology and Services
Experience
Nicolet National Bank December 2013 - July 2014
Krogstad Family Farms June 2012 - December 2013
United Financial Services January 2010 - June 2012
Fiserv December 2007 - November 2009
Skills
SQL, SDLC, Software Documentation, Change Management, HTML, Java, Business Process..., Digital Image Archiving, OnBase, Premier
Education
University of Iowa 2001 — 2007
BS, Finance and MIS
Nicolet National Bank December 2013 - July 2014
Krogstad Family Farms June 2012 - December 2013
United Financial Services January 2010 - June 2012
Fiserv December 2007 - November 2009
Skills
SQL, SDLC, Software Documentation, Change Management, HTML, Java, Business Process..., Digital Image Archiving, OnBase, Premier
Education
University of Iowa 2001 — 2007
BS, Finance and MIS
Dawn Bumgardner Dawn Bumgardner's United Financial Services Experience
Job Customer Support Analyst at United Financial Services
Industry Banking
Experience
United Financial Services
Skills
Microsoft Excel, Microsoft Office, Customer Service, Troubleshooting
Education
Mount Mary University 2014 — 2019
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Early Childhood Special Education Programs
Franklin High School
United Financial Services
Skills
Microsoft Excel, Microsoft Office, Customer Service, Troubleshooting
Education
Mount Mary University 2014 — 2019
Bachelor of Education (B.Ed.), Education/Teaching of Individuals in Early Childhood Special Education Programs
Franklin High School
Melvin Caldwell Melvin Caldwell's United Financial Services Experience 1995 - 2007
Job
Industry Machinery
Experience
CA Machine Tools January 2004 - Present
United Financial Services 1995 - 2007
Glendora Country Club 1980 - 1990
Skills
Manufacturing, Cnc, Machine Tools, Lathe, Sales Management, acting, Improv
Education
Cal Poly Pomona
BS, Business
CA Machine Tools January 2004 - Present
United Financial Services 1995 - 2007
Glendora Country Club 1980 - 1990
Skills
Manufacturing, Cnc, Machine Tools, Lathe, Sales Management, acting, Improv
Education
Cal Poly Pomona
BS, Business
Louis Pagano Louis Pagano's United Financial Services Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Federal IRS January 2013 - April 2014
United Financial Services 2012 - 2012
Goldberg's Furniture October 2003 - August 2008
Applied Theory September 1999 - July 2002
AT&T / NCR June 1990 - September 1998
UNISYS Corp May 1977 - August 1989
Skills
QuickBooks, PeachTree, Microsoft Excel, Simple Forecasting and..., MS Project, MS ACCESS, Accounting, QuickBooks, Financial Accounting, Invoicing, Tax
Education
Le Moyne College 2013 — 2016
Bachelor of Science (B.S.), Accounting, 3.7
OCM BOCES 2011 — 2012
Certificate, Accounting & Bookkeeping, Graduated
Onondaga Community College 2008 — 2012
Associate of Science (A.S.), Business Administration, 3.0
Syracuse University 1972 — 1977
Bachelor of Science (B.S.), Computer & Information Science, 3.1
Federal IRS January 2013 - April 2014
United Financial Services 2012 - 2012
Goldberg's Furniture October 2003 - August 2008
Applied Theory September 1999 - July 2002
AT&T / NCR June 1990 - September 1998
UNISYS Corp May 1977 - August 1989
Skills
QuickBooks, PeachTree, Microsoft Excel, Simple Forecasting and..., MS Project, MS ACCESS, Accounting, QuickBooks, Financial Accounting, Invoicing, Tax
Education
Le Moyne College 2013 — 2016
Bachelor of Science (B.S.), Accounting, 3.7
OCM BOCES 2011 — 2012
Certificate, Accounting & Bookkeeping, Graduated
Onondaga Community College 2008 — 2012
Associate of Science (A.S.), Business Administration, 3.0
Syracuse University 1972 — 1977
Bachelor of Science (B.S.), Computer & Information Science, 3.1
Jennifer Greimann's United Financial Services Experience September 2009 - March 2010
Job Legal Assistant at State of Indiana Department of Workforce Development
Industry Legal Services
Experience
State of Indiana Department of Workforce Development February 2011 - Present
State of Indiana Department of Workforce Development June 2010 - February 2011
United Financial Services September 2009 - March 2010
DeFur Voran June 2007 - July 2009
Skills
Legal Assistance, Legal Research, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Lexis, Legal Documents, Filing, Motions, Research, Westlaw, Licensing, Litigation, Courts, Legal Writing, Public Speaking
Education
Ball State University 2008 — 2009
Master of Arts (M.A.), Social Psychology
Ball Sate University 2004 — 2008
Bachelor of Science (B.S.), Psychology and Criminal Justice
State of Indiana Department of Workforce Development February 2011 - Present
State of Indiana Department of Workforce Development June 2010 - February 2011
United Financial Services September 2009 - March 2010
DeFur Voran June 2007 - July 2009
Skills
Legal Assistance, Legal Research, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Lexis, Legal Documents, Filing, Motions, Research, Westlaw, Licensing, Litigation, Courts, Legal Writing, Public Speaking
Education
Ball State University 2008 — 2009
Master of Arts (M.A.), Social Psychology
Ball Sate University 2004 — 2008
Bachelor of Science (B.S.), Psychology and Criminal Justice
Dayna Pagard Dayna Pagard's United Financial Services Experience December 2003 - August 2010
Job Executive Administrative Assistant to the Managing Director of SFC Energy Partners (Oil and Gas)
Industry Retail
Experience
SFC Energy Partners March 2015 - Present
Airport Consessions Inc April 2012 - September 2014
Performance Training Institute May 2011 - May 2013
United Financial Services December 2003 - August 2010
Skills
Licensed Insurance Agent, CLTC and CSTC, Medical Administration..., Photography, Advertising, Public Speaking, Microsoft Office, Microsoft Excel, Sales, Customer Service, Retail, PowerPoint, Leadership, Microsoft Word, Marketing Strategy
Education
Performance Training Institute 2011 — 2012
Medical Adminsistration, Medical, billing and Coding, Graduated with Highest Honors
Biola University
Liberal Arts
Eisenhower High School
SFC Energy Partners March 2015 - Present
Airport Consessions Inc April 2012 - September 2014
Performance Training Institute May 2011 - May 2013
United Financial Services December 2003 - August 2010
Skills
Licensed Insurance Agent, CLTC and CSTC, Medical Administration..., Photography, Advertising, Public Speaking, Microsoft Office, Microsoft Excel, Sales, Customer Service, Retail, PowerPoint, Leadership, Microsoft Word, Marketing Strategy
Education
Performance Training Institute 2011 — 2012
Medical Adminsistration, Medical, billing and Coding, Graduated with Highest Honors
Biola University
Liberal Arts
Eisenhower High School
Byron Yancy, PMP Byron Yancy, PMP's United Financial Services Experience November 2007 - July 2008
Job Sr. Network Security Analyst at The University of Texas Health Science Center at Houston
Industry Hospital & Health Care
Experience
The University of Texas Health Science Center at Houston February 2012 - Present
Alert Logic July 2008 - February 2012
United Financial Services November 2007 - July 2008
Verizon May 1997 - September 2007
United States Air Force October 1987 - October 1991
Skills
Security, Network Security, Information Security, Cisco Technologies, Networking, IDS, System Administration, Routers, IPS, VPN, Integration, Network Administration, Troubleshooting, Wireless Networking, Linux, Computer Security, Firewalls, Information Security..., Snort, Computer Network..., CCNA, Log Management, Certified Project..., TCP/IP, AIX, PMP, Vulnerability Assessment, Intrusion Detection, Servers, Disaster Recovery, PCI DSS, Information Technology, Leadership, Management, Cisco, Project Management, Telecommunications, Infrastructure, Unix, Juniper Technologies, Cisco Routers, Wireless, Palo Alto Firewall, FairWarning, Patient Privacy..., HIPAA, EHR Security, FERPA, Training
Education
The University of Texas at Arlington - College of Business Administration 1995 — 1999
BS, Economics, Minor Info Systems, 3.4 GPA (Econ)
The University of Texas at Austin
Mechanical Engineering
The University of Texas Health Science Center at Houston February 2012 - Present
Alert Logic July 2008 - February 2012
United Financial Services November 2007 - July 2008
Verizon May 1997 - September 2007
United States Air Force October 1987 - October 1991
Skills
Security, Network Security, Information Security, Cisco Technologies, Networking, IDS, System Administration, Routers, IPS, VPN, Integration, Network Administration, Troubleshooting, Wireless Networking, Linux, Computer Security, Firewalls, Information Security..., Snort, Computer Network..., CCNA, Log Management, Certified Project..., TCP/IP, AIX, PMP, Vulnerability Assessment, Intrusion Detection, Servers, Disaster Recovery, PCI DSS, Information Technology, Leadership, Management, Cisco, Project Management, Telecommunications, Infrastructure, Unix, Juniper Technologies, Cisco Routers, Wireless, Palo Alto Firewall, FairWarning, Patient Privacy..., HIPAA, EHR Security, FERPA, Training
Education
The University of Texas at Arlington - College of Business Administration 1995 — 1999
BS, Economics, Minor Info Systems, 3.4 GPA (Econ)
The University of Texas at Austin
Mechanical Engineering
Heidi Gartner Heidi Gartner's United Financial Services Experience April 2005 - June 2007
Job Project Manager at Bock & Clark Environmental, LLC
Industry Environmental Services
Experience
Bock & Clark Environmental, LLC June 2012 - Present
The Orin Group July 2007 - May 2012
United Financial Services April 2005 - June 2007
Bock and Clark October 1997 - April 2001
Skills
Customer Relations, Phase I, ALTA Surveys, Environmental Services, Property Condition...
Education
The University of Akron 1988 — 1991
Bock & Clark Environmental, LLC June 2012 - Present
The Orin Group July 2007 - May 2012
United Financial Services April 2005 - June 2007
Bock and Clark October 1997 - April 2001
Skills
Customer Relations, Phase I, ALTA Surveys, Environmental Services, Property Condition...
Education
The University of Akron 1988 — 1991
Greg Terrell Greg Terrell's United Financial Services Experience November 2009 - March 2013
Job Mortgage Specialist at California Loan Associates
Industry Real Estate
Experience
California Loan Associates December 2012 - Present
Pro Assist Inc. November 2007 - Present
United Financial Services November 2009 - March 2013
CFIC Lending May 2006 - November 2009
Protech Funding November 2006 - May 2007
American Lending Corporation November 2005 - November 2006
Skills
Customer Service, Microsoft Office, Real Estate, Sales, Microsoft Excel, Negotiation, Social Media, Marketing, Financial Analysis, Project Management, Microsoft Word, Investments, Residential Mortgage..., Mortgage Lending, Residential Homes, Budgets, Management, Leadership, Retail, PowerPoint, Public Speaking, OS X, Social Media Marketing, Loans
Education
American River College 1987 — 1989
Associate of Arts (A.A.), General Studies
Mira Loma High School 1984 — 1987
High School Diploma
California Loan Associates December 2012 - Present
Pro Assist Inc. November 2007 - Present
United Financial Services November 2009 - March 2013
CFIC Lending May 2006 - November 2009
Protech Funding November 2006 - May 2007
American Lending Corporation November 2005 - November 2006
Skills
Customer Service, Microsoft Office, Real Estate, Sales, Microsoft Excel, Negotiation, Social Media, Marketing, Financial Analysis, Project Management, Microsoft Word, Investments, Residential Mortgage..., Mortgage Lending, Residential Homes, Budgets, Management, Leadership, Retail, PowerPoint, Public Speaking, OS X, Social Media Marketing, Loans
Education
American River College 1987 — 1989
Associate of Arts (A.A.), General Studies
Mira Loma High School 1984 — 1987
High School Diploma
Peter Grifo Peter Grifo's United Financial Services Experience January 2012 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
United Financial Services January 2012 - Present
Cadaret Grant January 2000 - December 2011
Cadaret Grant October 1989 - December 2000
Skills
Retirement Planning, College Funding..., Personal Money..., Small Business..., Nonprofit, School,..., Tax and Estate Planning, Financial Education
Education
Syracuse University 1994 — 1996
M.B.A., Business Administration
Michigan State University 1982 — 1986
Bachelor of Science (BS), Financial Management
United Financial Services January 2012 - Present
Cadaret Grant January 2000 - December 2011
Cadaret Grant October 1989 - December 2000
Skills
Retirement Planning, College Funding..., Personal Money..., Small Business..., Nonprofit, School,..., Tax and Estate Planning, Financial Education
Education
Syracuse University 1994 — 1996
M.B.A., Business Administration
Michigan State University 1982 — 1986
Bachelor of Science (BS), Financial Management
Sharon Kingston Sharon Kingston's United Financial Services Experience October 2005 - June 2011
Job Administrative AssistantReception at Varian Medical Systems
Industry Medical Devices
Experience
Varian Medical Systems April 2012 - Present
American Food & Vending September 2011 - April 2012
United Financial Services October 2005 - June 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teamwork, Microsoft Excel, Data Entry, Administrative...
Education
State University of New York College at Brockport 1975 — 1977
Bachelor of Science Degree, Physical Education Teaching and Coaching
Auburn Community College 1973 — 1975
Associate of Science (A.S.), Physical Education Teaching and Coaching
Varian Medical Systems April 2012 - Present
American Food & Vending September 2011 - April 2012
United Financial Services October 2005 - June 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Teamwork, Microsoft Excel, Data Entry, Administrative...
Education
State University of New York College at Brockport 1975 — 1977
Bachelor of Science Degree, Physical Education Teaching and Coaching
Auburn Community College 1973 — 1975
Associate of Science (A.S.), Physical Education Teaching and Coaching
David Cannata David Cannata's United Financial Services Experience March 1998 - Present
Job VP Sales and Marketing, N.A. at United Financial Services
Industry Financial Services
Experience
United Financial Services March 1998 - Present
Education
University of Colorado at Boulder 1994 — 1998
BA Business, Economics
United Financial Services March 1998 - Present
Education
University of Colorado at Boulder 1994 — 1998
BA Business, Economics
Ronnie Shaw, PhD Ronnie Shaw, PhD's United Financial Services Experience October 1981 - January 1987
Job Bishop at Faith Chapel International
Industry Religious Institutions
Experience
Faith Chapel International May 1990 - Present
Landmark Financial April 1988 - July 1990
United Financial Services October 1981 - January 1987
Renfrow's Furniture June 1980 - August 1981
United States Air Force May 1971 - May 1980
Skills
Personnel Management, Personal Development, Published Author, Regulatory Analysis, Business Development, Customer Service, Inspection, Leadership, Lifestyle Coaching, Military, Motivation, Office Management, Payroll, Personal Training, Quality Control, Shipping, Inventory Control, Teaching, Team Leadership, Critical Incident..., Community Outreach, Church Administration, Public Speaking, Management, Team Building, Event Planning, Nonprofits, Coaching, Fundraising, Leadership Development, Strategic Planning, Volunteer Management, Social Networking
Education
Logos Bible College and Seminary 1990 — 1992
Master's degree, Theology/Theological Studies
Central Bible College 1987 — 1988
Theology/Theological Studies
Faith Chapel International May 1990 - Present
Landmark Financial April 1988 - July 1990
United Financial Services October 1981 - January 1987
Renfrow's Furniture June 1980 - August 1981
United States Air Force May 1971 - May 1980
Skills
Personnel Management, Personal Development, Published Author, Regulatory Analysis, Business Development, Customer Service, Inspection, Leadership, Lifestyle Coaching, Military, Motivation, Office Management, Payroll, Personal Training, Quality Control, Shipping, Inventory Control, Teaching, Team Leadership, Critical Incident..., Community Outreach, Church Administration, Public Speaking, Management, Team Building, Event Planning, Nonprofits, Coaching, Fundraising, Leadership Development, Strategic Planning, Volunteer Management, Social Networking
Education
Logos Bible College and Seminary 1990 — 1992
Master's degree, Theology/Theological Studies
Central Bible College 1987 — 1988
Theology/Theological Studies
Maciej Zieminski's United Financial Services Experience June 2012 - Present
Job Professional Services Analyst at United Financial Services
Industry Banking
Experience
United Financial Services June 2012 - Present
Community Bank & Trust July 2010 - August 2012
Community Bank & Trust October 2004 - July 2010
Wells Fargo Bank January 2003 - December 2003
Business and Leadership Development Institute July 2002 - December 2002
Skills
Business Intelligence, Process Improvement, Market Research, CRM, Banking, Project Management, Website Development, Strategic Planning, Marketing, Strategy, Team Building
Education
Lakeland College 2000 — 2002
MBA
1995 — 2000
BS, Foreign Trade and International Economic Relations
United Financial Services June 2012 - Present
Community Bank & Trust July 2010 - August 2012
Community Bank & Trust October 2004 - July 2010
Wells Fargo Bank January 2003 - December 2003
Business and Leadership Development Institute July 2002 - December 2002
Skills
Business Intelligence, Process Improvement, Market Research, CRM, Banking, Project Management, Website Development, Strategic Planning, Marketing, Strategy, Team Building
Education
Lakeland College 2000 — 2002
MBA
1995 — 2000
BS, Foreign Trade and International Economic Relations
Joey Kurtz's United Financial Services Experience August 2005 - December 2005
Job Senior Mortgage Banker at loanDepot
Industry Financial Services
Experience
loanDepot June 2013 - Present
JPMorgan Chase & Co. June 2010 - June 2013
JPMorgan Chase & Co. June 2006 - June 2010
Countywide Home Loans December 2005 - June 2006
United Financial Services August 2005 - December 2005
US Army August 2001 - August 2004
Skills
Loans, Banking, Customer Service, Management, Financial Analysis, Finance, Credit, Microsoft Excel, Microsoft Office, Sales, Customer Education
Education
University of Phoenix 2006 — 2008
Bachelor's Degree, Business Management
loanDepot June 2013 - Present
JPMorgan Chase & Co. June 2010 - June 2013
JPMorgan Chase & Co. June 2006 - June 2010
Countywide Home Loans December 2005 - June 2006
United Financial Services August 2005 - December 2005
US Army August 2001 - August 2004
Skills
Loans, Banking, Customer Service, Management, Financial Analysis, Finance, Credit, Microsoft Excel, Microsoft Office, Sales, Customer Education
Education
University of Phoenix 2006 — 2008
Bachelor's Degree, Business Management
Robert Woo's United Financial Services Experience July 1995 - October 2007
Job Account Manager (Wholesale Division) at "911eLaw"
Industry Financial Services
Experience
"911eLaw" November 2008 - Present
Optima Loan Modification 2008 - Present
United Financial Services July 1995 - October 2007
First Team Real Estate March 1989 - August 1992
Education
Professional School Of Psychological Studies 1982 — 1988
Ph.D., Clinical Psychology
California State University-Los Angeles 1974 — 1975
M.A., Psychology
University of California, Los Angeles 1969 — 1973
B.A., psychology
"911eLaw" November 2008 - Present
Optima Loan Modification 2008 - Present
United Financial Services July 1995 - October 2007
First Team Real Estate March 1989 - August 1992
Education
Professional School Of Psychological Studies 1982 — 1988
Ph.D., Clinical Psychology
California State University-Los Angeles 1974 — 1975
M.A., Psychology
University of California, Los Angeles 1969 — 1973
B.A., psychology
Robin VanDinter's United Financial Services Experience January 1997 - January 2005
Job Vice Principal's Assistant at Cedarburg High School
Industry Education Management
Experience
Cedarburg High School July 2013 - Present
MIDWEST PRODUCTS & ENGINEERING September 2007 - July 2013
Edward Jones January 2006 - January 2007
Concordia University January 2005 - January 2006
United Financial Services January 1997 - January 2005
CEDARBURG POLICE DEPARTMENT January 1993 - January 1997
OLSEN’S PIGGLY WIGGLY January 1989 - January 1993
Skills
Customer Service, Organization, Multi Tasking, Phone Etiquette, Accounts Payable, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Reliable, Highly Dedicated, Office Equipment..., People Skills, People-oriented, Customer Satisfaction
Education
Concordia University-Wisconsin 2012 — 2013
Certificate in Health Care Managment, Health/Health Care Administration/Management
High School 1980 — 1984
Diploma, General Studies
Cedarburg High School July 2013 - Present
MIDWEST PRODUCTS & ENGINEERING September 2007 - July 2013
Edward Jones January 2006 - January 2007
Concordia University January 2005 - January 2006
United Financial Services January 1997 - January 2005
CEDARBURG POLICE DEPARTMENT January 1993 - January 1997
OLSEN’S PIGGLY WIGGLY January 1989 - January 1993
Skills
Customer Service, Organization, Multi Tasking, Phone Etiquette, Accounts Payable, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Reliable, Highly Dedicated, Office Equipment..., People Skills, People-oriented, Customer Satisfaction
Education
Concordia University-Wisconsin 2012 — 2013
Certificate in Health Care Managment, Health/Health Care Administration/Management
High School 1980 — 1984
Diploma, General Studies
DEREK COTTON's United Financial Services Experience April 2011 - Present
Job Regional Sales Manager
Industry Information Technology and Services
Experience
UNITED FINANCIAL SERVICES April 2011 - Present
Automobile Protection Corporation June 2010 - April 2011
Prospect Mortgage, LLC January 2010 - June 2010
Wells Fargo Financial April 2009 - January 2010
Paramount Equity April 2005 - June 2009
National Mortgage August 2001 - March 2005
Disalvo Jeep January 1995 - August 2001
Education
UNLV
Business
University of Nevada-Las Vegas
Bachelor of Applied Science
UNITED FINANCIAL SERVICES April 2011 - Present
Automobile Protection Corporation June 2010 - April 2011
Prospect Mortgage, LLC January 2010 - June 2010
Wells Fargo Financial April 2009 - January 2010
Paramount Equity April 2005 - June 2009
National Mortgage August 2001 - March 2005
Disalvo Jeep January 1995 - August 2001
Education
UNLV
Business
University of Nevada-Las Vegas
Bachelor of Applied Science
Loretta Catena's United Financial Services Experience 1996 - 1998
Job Retired
Industry Banking
Experience
Synchrony Financial January 2013 - January 2015
MetLife Bank 2000 - January 2013
Summit Bank 1998 - 2000
United Financial Services 1996 - 1998
First Fidelity Bank 1976 - 1996
Education
Montclair State University 1972 — 1976
BA
Synchrony Financial January 2013 - January 2015
MetLife Bank 2000 - January 2013
Summit Bank 1998 - 2000
United Financial Services 1996 - 1998
First Fidelity Bank 1976 - 1996
Education
Montclair State University 1972 — 1976
BA