Various Financial Institutions
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Various Financial Institutions Employees
Employee
Years
Job
Industry
Craig Blakey Craig Blakey's Various Financial Institutions Experience October 1996 - June 2010
Job Realtor, Investor Acquisitions and Sales
Industry Real Estate
Experience
Pacifica Companies June 2010 - Present
Lenders Realty Inc. June 2010 - Present
Various financial institutions October 1996 - June 2010
Skills
FHA, REO, Mortgage Lending, Refinance, Investment Properties, Loans, First Time Home Buyers, Real Estate, Short Sales, Investors, Foreclosures, Mortgage Banking, Sellers, Residential Homes, Lines Of Credit, Real Estate Transactions, Disposition, Real Estate Economics, Valuation, Due Diligence, Single Family Homes, Referrals, Real Estate Financing, Brokerage, Relocation, Property Management, Buyer Representation, Commercial Real Estate, Acquisitions, Real Estate Investor, Real Estate Development, Listings, Income Properties, HUD, Rentals, Apartments, Leases
Education
San Diego State University-California State University 1992 — 1996
BS, Business
Pacifica Companies June 2010 - Present
Lenders Realty Inc. June 2010 - Present
Various financial institutions October 1996 - June 2010
Skills
FHA, REO, Mortgage Lending, Refinance, Investment Properties, Loans, First Time Home Buyers, Real Estate, Short Sales, Investors, Foreclosures, Mortgage Banking, Sellers, Residential Homes, Lines Of Credit, Real Estate Transactions, Disposition, Real Estate Economics, Valuation, Due Diligence, Single Family Homes, Referrals, Real Estate Financing, Brokerage, Relocation, Property Management, Buyer Representation, Commercial Real Estate, Acquisitions, Real Estate Investor, Real Estate Development, Listings, Income Properties, HUD, Rentals, Apartments, Leases
Education
San Diego State University-California State University 1992 — 1996
BS, Business
James Bellew James Bellew's Various Financial Institutions Experience August 2003 - June 2011
Job Eastern Region Sales Director at SchoolCity Inc.
Industry Computer Software
Experience
SchoolCity Inc. March 2015 - Present
Thinkgate LLC September 2014 - January 2015
Logical Advantage April 2011 - February 2014
Various Financial Institutions August 2003 - June 2011
Intellisync, Division of Nokia 1999 - 2001
Summus Technology Solutions Ltd 1997 - 1999
WINNOV, LP 1995 - 1997
Additional Software Sales Experience 1988 - 1995
Seiko Instruments 1990 - 1993
Skills
New Business Development, Sales Management, Strategic Planning, CRM, SaaS, Account Management, Strategy, Start-ups, Cloud Computing, Business Intelligence, Leadership, Business Alliances, Business Development, Channel Partners, Operations Management, Strategic Partnerships, Solution Selling, Building High..., OEM Management, Enterprise Technology..., Turnaround Initiatives, IaaS, ITaaS, Business Analytics, Lead Generation, Marketing, Enterprise Software, Professional Services, New Markets Development, New Channels, Management, Sales, Sales Process, Team Building, Salesforce.com, Direct Sales, Sales Operations, Cross-functional Team..., Recruiting, Customer Relations, Consulting, Team Leadership, Go-to-market Strategy, B2B, Business Strategy, Team Management, Forecasting, Entrepreneurship, Contract Negotiation, Training
Education
University of Utah 1981 — 1982
Business Management Science
California State University-Hayward - School of Business and Economics 1982 — 1984
Business Science/Management
Capella University 2012 — 2016
Master of Business Administration (M.B.A.), Business Admin, IT Management Emphasis, 4.0
SchoolCity Inc. March 2015 - Present
Thinkgate LLC September 2014 - January 2015
Logical Advantage April 2011 - February 2014
Various Financial Institutions August 2003 - June 2011
Intellisync, Division of Nokia 1999 - 2001
Summus Technology Solutions Ltd 1997 - 1999
WINNOV, LP 1995 - 1997
Additional Software Sales Experience 1988 - 1995
Seiko Instruments 1990 - 1993
Skills
New Business Development, Sales Management, Strategic Planning, CRM, SaaS, Account Management, Strategy, Start-ups, Cloud Computing, Business Intelligence, Leadership, Business Alliances, Business Development, Channel Partners, Operations Management, Strategic Partnerships, Solution Selling, Building High..., OEM Management, Enterprise Technology..., Turnaround Initiatives, IaaS, ITaaS, Business Analytics, Lead Generation, Marketing, Enterprise Software, Professional Services, New Markets Development, New Channels, Management, Sales, Sales Process, Team Building, Salesforce.com, Direct Sales, Sales Operations, Cross-functional Team..., Recruiting, Customer Relations, Consulting, Team Leadership, Go-to-market Strategy, B2B, Business Strategy, Team Management, Forecasting, Entrepreneurship, Contract Negotiation, Training
Education
University of Utah 1981 — 1982
Business Management Science
California State University-Hayward - School of Business and Economics 1982 — 1984
Business Science/Management
Capella University 2012 — 2016
Master of Business Administration (M.B.A.), Business Admin, IT Management Emphasis, 4.0
Vahick Yedgarian, MBA, CFP® Vahick Yedgarian, MBA, CFP®'s Various Financial Institutions Experience 1980 - 1991
Job President and Chief Investment Officer
Industry Investment Management
Experience
COO/CFO 1994 - October 2000
Various Financial Institutions 1980 - 1991
Skills
Coaching, Strategic Planning, Wealth Management, International..., International Trade, Leadership Development, Organizational..., Business Process..., Asset Managment, Higher Education, Leadership, Management, Public Speaking, Entrepreneurship, Motivational Speaking, Business Strategy, Strategy, Business Development, Training, Change Management, Investments, New Business Development, Finance, Portfolio Management, Economics, Corporate Finance, Business Planning, Strategic Financial..., Emerging Markets, Budgets, Management Consulting, CRM, Analysis, Risk Management, Financial Analysis, Start-ups, Executive Management, Financial Modeling, Private Equity, Equities, Valuation, Mergers & Acquisitions, Managerial Finance, International Business, Financial Markets, Investment Banking, Capital Markets, Due Diligence, Business Valuation, Consulting
Education
Northcentral University
Ph.D. (Candidate), Business Administration/Global Business, Leadership and Sustainability
MBA
MBA, Global Business Management
University of California, Los Angeles
Professional Designation-Personal Financial Planning - PFP
COO/CFO 1994 - October 2000
Various Financial Institutions 1980 - 1991
Skills
Coaching, Strategic Planning, Wealth Management, International..., International Trade, Leadership Development, Organizational..., Business Process..., Asset Managment, Higher Education, Leadership, Management, Public Speaking, Entrepreneurship, Motivational Speaking, Business Strategy, Strategy, Business Development, Training, Change Management, Investments, New Business Development, Finance, Portfolio Management, Economics, Corporate Finance, Business Planning, Strategic Financial..., Emerging Markets, Budgets, Management Consulting, CRM, Analysis, Risk Management, Financial Analysis, Start-ups, Executive Management, Financial Modeling, Private Equity, Equities, Valuation, Mergers & Acquisitions, Managerial Finance, International Business, Financial Markets, Investment Banking, Capital Markets, Due Diligence, Business Valuation, Consulting
Education
Northcentral University
Ph.D. (Candidate), Business Administration/Global Business, Leadership and Sustainability
MBA
MBA, Global Business Management
University of California, Los Angeles
Professional Designation-Personal Financial Planning - PFP
Irma Tchamourian Irma Tchamourian's Various Financial Institutions Experience January 1989 - January 2009
Job Elementary School Teacher at Education
Industry Apparel & Fashion
Experience
Education August 2014 - Present
Roseville High School September 2012 - June 2014
Little Retro Kids Boutique January 2000 - Present
Contract UW and Owner of Little Retro Kids January 2000 - Present
Various financial institutions January 1989 - January 2009
Skills
Sewing, Fashion Design, Customer Service, Craft, Fashion, Styling, Trend Analysis, Apparel, Draping, Trend, Textiles, Pattern, Merchandising, Fashion Illustration, Personal Shopping, Embroidery
Education
California State University-Sacramento 2010 — 2012
Bachelor's degree, Family and Consumer Sciences/Human Sciences
Fashion Institute of Design & Merchandising 1985 — 1987
Associate of Arts (AA), Fashion Design & Merchandising
Education August 2014 - Present
Roseville High School September 2012 - June 2014
Little Retro Kids Boutique January 2000 - Present
Contract UW and Owner of Little Retro Kids January 2000 - Present
Various financial institutions January 1989 - January 2009
Skills
Sewing, Fashion Design, Customer Service, Craft, Fashion, Styling, Trend Analysis, Apparel, Draping, Trend, Textiles, Pattern, Merchandising, Fashion Illustration, Personal Shopping, Embroidery
Education
California State University-Sacramento 2010 — 2012
Bachelor's degree, Family and Consumer Sciences/Human Sciences
Fashion Institute of Design & Merchandising 1985 — 1987
Associate of Arts (AA), Fashion Design & Merchandising
Ehsan Nikbakht Ehsan Nikbakht's Various Financial Institutions Experience 1997 - 2014
Job Professor of Finance
Industry Education Management
Experience
Hofstra September 1982 - Present
Various Financial Institutions 1997 - 2014
New York Society of Security Analysts 2010 - 2012
Goldman Sachs 2002 - 2007
Zarb School of Business, Hofstra University 1990 - 1996
Skills
Derivatives, Portfolio Management, Risk Management, Financial Modeling, Valuation
Education
The George Washington University - School of Business 1977 — 1982
Doctorate, Finance
Hofstra September 1982 - Present
Various Financial Institutions 1997 - 2014
New York Society of Security Analysts 2010 - 2012
Goldman Sachs 2002 - 2007
Zarb School of Business, Hofstra University 1990 - 1996
Skills
Derivatives, Portfolio Management, Risk Management, Financial Modeling, Valuation
Education
The George Washington University - School of Business 1977 — 1982
Doctorate, Finance
Jeff Scheiner Jeff Scheiner's Various Financial Institutions Experience 1978 - 1997
Job Real Estate Professional
Industry Real Estate
Experience
Realty Executives - New Image February 2003 - Present
Coldwell Banker Residential Brokerage 2001 - 2003
JCS Computer & Network Services 1997 - 2002
Various Financial Institutions 1978 - 1997
Skills
Computer Hardware, Tax Preparation, Investments, Relocation, Short Sales, Sellers, Foreclosures, REO, First Time Home Buyers, Investors, Investment Properties, Real Estate, Property Management, Residential Homes, Condos, Referrals, Buyer Representation, Real Estate Transactions, Brokerage, Luxury, Listings, New Home Sales, Selling, Single Family Homes, Move Up Buyers, Relocation Buyers, New Homes, Commercial Real Estate
Education
Northwestern University 1985 — 1987
CFP, Tax & Financial Services
Saint Xavier University 1976 — 1978
Bachelor of Arts, Business Administration & Finance
Realty Executives - New Image February 2003 - Present
Coldwell Banker Residential Brokerage 2001 - 2003
JCS Computer & Network Services 1997 - 2002
Various Financial Institutions 1978 - 1997
Skills
Computer Hardware, Tax Preparation, Investments, Relocation, Short Sales, Sellers, Foreclosures, REO, First Time Home Buyers, Investors, Investment Properties, Real Estate, Property Management, Residential Homes, Condos, Referrals, Buyer Representation, Real Estate Transactions, Brokerage, Luxury, Listings, New Home Sales, Selling, Single Family Homes, Move Up Buyers, Relocation Buyers, New Homes, Commercial Real Estate
Education
Northwestern University 1985 — 1987
CFP, Tax & Financial Services
Saint Xavier University 1976 — 1978
Bachelor of Arts, Business Administration & Finance
Brooks Rawlin Brooks Rawlin's Various Financial Institutions Experience 2002 - 2008
Job Voice SelfService Expert ☁ Customer Experience Champion ☁ Artificial Intelligence Advocate
Industry Information Technology and Services
Experience
SmartAction Intelligent Voice Automation December 2014 - Present
Next IT June 2013 - December 2014
Voxeo Corporation March 2010 - June 2013
Spiderhost February 2009 - February 2010
Various Financial Institutions 2002 - 2008
Education
Harvard Business School, Darden School of Business UVA, etc. via Coursera 2013 — 2015
MBA classes
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Public Policy, English (Double Major)
Saint Ignatius High School 1990 — 1994
SmartAction Intelligent Voice Automation December 2014 - Present
Next IT June 2013 - December 2014
Voxeo Corporation March 2010 - June 2013
Spiderhost February 2009 - February 2010
Various Financial Institutions 2002 - 2008
Education
Harvard Business School, Darden School of Business UVA, etc. via Coursera 2013 — 2015
MBA classes
Duke University 1994 — 1998
Bachelor of Arts (B.A.), Public Policy, English (Double Major)
Saint Ignatius High School 1990 — 1994
Elisa George's Various Financial Institutions Experience 1984 - 2005
Job Independent Mentor | Professional Development | Succession Planning | elisa@informedassessmentsolutions.com
Industry Management Consulting
Experience
Informed Assessment Solutions, Inc. 2012 - Present
Korn/Ferry International 2011 - 2012
The College for Financial Planning 2007 - 2011
CWH Management Solutions 2006 - 2007
Various Financial Institutions 1984 - 2005
Education
Colorado State University
Ph.D., Industrial-Organizational Psychology
George Mason University
M.S., Economics
University of Wyoming
M.A., Philosophy
Informed Assessment Solutions, Inc. 2012 - Present
Korn/Ferry International 2011 - 2012
The College for Financial Planning 2007 - 2011
CWH Management Solutions 2006 - 2007
Various Financial Institutions 1984 - 2005
Education
Colorado State University
Ph.D., Industrial-Organizational Psychology
George Mason University
M.S., Economics
University of Wyoming
M.A., Philosophy
Jim Osman's Various Financial Institutions Experience September 1992 - January 2003
Job Founder & Chief Executive at The Edge® Consulting Group Global Fundamental Catalyst Investing
Industry Financial Services
Experience
The Edge Consulting Group (Formally The Spinoff Report) August 2005 - Present
Claridge Capital Management January 2003 - August 2005
Various Financial Institutions September 1992 - January 2003
Education
London Business School
Investment Management
The Edge Consulting Group (Formally The Spinoff Report) August 2005 - Present
Claridge Capital Management January 2003 - August 2005
Various Financial Institutions September 1992 - January 2003
Education
London Business School
Investment Management
Susan Lee DeRemer, CFRE Susan Lee DeRemer, CFRE's Various Financial Institutions Experience October 1975 - September 1981
Job Vice President of Development at The Discovery Eye Foundation
Industry Nonprofit Organization Management
Experience
Discovery Eye Foundation September 2008 - Present
Los Angeles Ronald McDonald House July 2007 - September 2008
Foundation Fighting Blindness 2004 - 2007
Center for Healthy Aging September 2000 - 2003
Various Financial Institutions October 1975 - September 1981
Skills
Annual Giving, Fundraising, Non-profits, Grant Writing, Stewardship, Event Planning, Board Development, Community Outreach, Volunteer Management, Philanthropy, Public Speaking, Social Media, Strategic Planning, Social Networking, Leadership Development, Budget Management, Organizational..., Donor Relations, Strategic Communications, Community Relations, Grants, Sponsorship, Event Management, Program Development, Cause Marketing, Newsletters, Prospect Research, Planned Giving, Budgets, Community Development, Editing, Training, Media Relations, Proposal Writing, Leadership, Major Gift Development, Press Releases, Marketing Communications, Non-profit..., Nonprofits, Publicity, Research, Public Relations, Capital Campaigns, Donor Management, Staff Development, Resource Development, Donor Recognition, Charities, Non-profit Board...
Education
UCLA 1999 — 2000
Certificate of Fundraising & Institutional Development, Non Profit Development
UCLA 1971 — 1974
BFA, Theatre Arts
Discovery Eye Foundation September 2008 - Present
Los Angeles Ronald McDonald House July 2007 - September 2008
Foundation Fighting Blindness 2004 - 2007
Center for Healthy Aging September 2000 - 2003
Various Financial Institutions October 1975 - September 1981
Skills
Annual Giving, Fundraising, Non-profits, Grant Writing, Stewardship, Event Planning, Board Development, Community Outreach, Volunteer Management, Philanthropy, Public Speaking, Social Media, Strategic Planning, Social Networking, Leadership Development, Budget Management, Organizational..., Donor Relations, Strategic Communications, Community Relations, Grants, Sponsorship, Event Management, Program Development, Cause Marketing, Newsletters, Prospect Research, Planned Giving, Budgets, Community Development, Editing, Training, Media Relations, Proposal Writing, Leadership, Major Gift Development, Press Releases, Marketing Communications, Non-profit..., Nonprofits, Publicity, Research, Public Relations, Capital Campaigns, Donor Management, Staff Development, Resource Development, Donor Recognition, Charities, Non-profit Board...
Education
UCLA 1999 — 2000
Certificate of Fundraising & Institutional Development, Non Profit Development
UCLA 1971 — 1974
BFA, Theatre Arts
Christopher Ham Christopher Ham's Various Financial Institutions Experience 1989 - March 2005
Job Production Manager/Production Analyst at Precision Doors and Hardware Inc.
Industry Security and Investigations
Experience
Precision Doors and Hardware Inc. March 2015 - Present
Federal Security Systems, Inc April 2005 - February 2015
Various Financial Institutions 1989 - March 2005
Skills
Physical Security, Access Control, Account Management, Security, Weapons, Security Management, Protection, Project Management, Project Delivery, Contract Negotiation, Contract Management, Government Contracting, CCTV, Corporate Security, Team Building
Education
George Mason University 2014 — 2016
Clinical Psychology
George Mason University 1982 — 1989
Psychology, Minor in Business
Precision Doors and Hardware Inc. March 2015 - Present
Federal Security Systems, Inc April 2005 - February 2015
Various Financial Institutions 1989 - March 2005
Skills
Physical Security, Access Control, Account Management, Security, Weapons, Security Management, Protection, Project Management, Project Delivery, Contract Negotiation, Contract Management, Government Contracting, CCTV, Corporate Security, Team Building
Education
George Mason University 2014 — 2016
Clinical Psychology
George Mason University 1982 — 1989
Psychology, Minor in Business
Ricardo Gomez, CAMS's Various Financial Institutions Experience August 2006 - April 2007
Job President of Global Compliance Advisors, LLC
Industry Financial Services
Experience
Global Compliance Advisors, LLC July 2009 - Present
IPSA International April 2007 - July 2009
various financial institutions August 2006 - April 2007
Girosol Corp. June 2005 - August 2006
Chevez, Ruiz, Zamarripa y Cia March 2001 - March 2003
Felix, Inzunza & Maluf, S.C. September 1998 - January 2001
Skills
Risk Management, AML, KYC, Due Diligence, Fraud, OFAC, Compliance, Financial Institutions, Banking, USA PATRIOT Act, Private Investigations, Analysis, Financial Risk, Risk Assessment, Bank Secrecy Act, Investigation, Financial Regulation, Auditing, Internal Controls, Securities, Enforcement, Loans, Operational Risk..., Operational Risk, Forensic Accounting, Credit, Transaction Processing, Enterprise Risk..., Internal Audit, Finance, Corporate Governance, Credit Risk, Anti Money Laundering, Forensic Analysis, Certified Anti-Money..., Financial Services, CAMS, Policy, Sanction, Executive Management, Management, Regulations, Consulting, Leadership, Private Banking, Strategy, Legal Research
Education
University of Miami School of Law 2004 — 2005
Master Degree, LLM
Escuela Libre de Derecho 1993 — 2000
Law Degree, Mexico City
CFH
CFH
Frances Hidalgo
Global Compliance Advisors, LLC July 2009 - Present
IPSA International April 2007 - July 2009
various financial institutions August 2006 - April 2007
Girosol Corp. June 2005 - August 2006
Chevez, Ruiz, Zamarripa y Cia March 2001 - March 2003
Felix, Inzunza & Maluf, S.C. September 1998 - January 2001
Skills
Risk Management, AML, KYC, Due Diligence, Fraud, OFAC, Compliance, Financial Institutions, Banking, USA PATRIOT Act, Private Investigations, Analysis, Financial Risk, Risk Assessment, Bank Secrecy Act, Investigation, Financial Regulation, Auditing, Internal Controls, Securities, Enforcement, Loans, Operational Risk..., Operational Risk, Forensic Accounting, Credit, Transaction Processing, Enterprise Risk..., Internal Audit, Finance, Corporate Governance, Credit Risk, Anti Money Laundering, Forensic Analysis, Certified Anti-Money..., Financial Services, CAMS, Policy, Sanction, Executive Management, Management, Regulations, Consulting, Leadership, Private Banking, Strategy, Legal Research
Education
University of Miami School of Law 2004 — 2005
Master Degree, LLM
Escuela Libre de Derecho 1993 — 2000
Law Degree, Mexico City
CFH
CFH
Frances Hidalgo
Nhu Khazal, PHR's Various Financial Institutions Experience July 1991 - January 2007
Job Sr. Director of Human Resources and Administration at Food Allergy Research & Education
Industry Nonprofit Organization Management
Experience
Food Allergy Research & Education December 2013 - Present
Primescape Solutions, Inc. June 2008 - November 2013
MBA Management April 2007 - May 2008
Various financial institutions July 1991 - January 2007
Skills
Talent Acquisition, Internet Recruiting, Change Management, Technical Recruiting, Applicant Tracking..., SDLC, College Recruiting, Recruiting, Benefits Negotiation, Onboarding, Vendor Management, Staffing Services, Employee Relations, Contract Recruitment, Screening, Consulting, Talent Management, Training, Performance Management, Screening Resumes, HRIS
Education
George Mason University
B.S., Psychology
Food Allergy Research & Education December 2013 - Present
Primescape Solutions, Inc. June 2008 - November 2013
MBA Management April 2007 - May 2008
Various financial institutions July 1991 - January 2007
Skills
Talent Acquisition, Internet Recruiting, Change Management, Technical Recruiting, Applicant Tracking..., SDLC, College Recruiting, Recruiting, Benefits Negotiation, Onboarding, Vendor Management, Staffing Services, Employee Relations, Contract Recruitment, Screening, Consulting, Talent Management, Training, Performance Management, Screening Resumes, HRIS
Education
George Mason University
B.S., Psychology
Lindsey Yip Lindsey Yip's Various Financial Institutions Experience 1985 - 2007
Job Owner, YIPTEES Apparel and Sportswear
Industry Consumer Goods
Experience
YIPTEES Apparel and Sportswear January 2008 - Present
Various Financial Institutions 1985 - 2007
Skills
Underwriting, Loan Servicing, Strategic Planning, Sales, Public Speaking, Microsoft Office, Financial Analysis, Customer Service, Management
Education
Pacific Coast Banking School 1995 — 1998
Yes, Banking
Humboldt State University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
YIPTEES Apparel and Sportswear January 2008 - Present
Various Financial Institutions 1985 - 2007
Skills
Underwriting, Loan Servicing, Strategic Planning, Sales, Public Speaking, Microsoft Office, Financial Analysis, Customer Service, Management
Education
Pacific Coast Banking School 1995 — 1998
Yes, Banking
Humboldt State University 1976 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Michelle Parris Michelle Parris's Various Financial Institutions Experience June 1990 - May 2000
Job NC/SC Realtor®/Broker/Feng Shui Consultant at Lake Realty
Industry Real Estate
Experience
Lake Realty October 2009 - Present
Independent September 2007 - October 2009
Thomas Kinkade Gallery 2007 - 2008
Ryland Homes August 2002 - September 2007
Thomas Kinkade at Village Gallery November 1999 - May 2002
Various Financial Institutions June 1990 - May 2000
Skills
Real Estate, Sellers, Residential Homes, Contract Negotiation, Management, FHA, Sales, Construction, Real Property, Condos, Negotiation, Investment Properties, Foreclosures, Vacation Homes, Small Business, Selling, First Time Home Buyers, Short Sales, Buyer Representation, Listings, Single Family Homes, New Home Sales, Referrals, Marketing, Real Estate Transactions, Relocation, Luxury, Townhomes, REO, Move Up Buyers
Education
University of La Verne 1986 — 1990
B.S., Business Admin/Marketing
Mingle School of Real Estate
The Lotus Institute
Five Element Feng Shui Certification
Lake Realty October 2009 - Present
Independent September 2007 - October 2009
Thomas Kinkade Gallery 2007 - 2008
Ryland Homes August 2002 - September 2007
Thomas Kinkade at Village Gallery November 1999 - May 2002
Various Financial Institutions June 1990 - May 2000
Skills
Real Estate, Sellers, Residential Homes, Contract Negotiation, Management, FHA, Sales, Construction, Real Property, Condos, Negotiation, Investment Properties, Foreclosures, Vacation Homes, Small Business, Selling, First Time Home Buyers, Short Sales, Buyer Representation, Listings, Single Family Homes, New Home Sales, Referrals, Marketing, Real Estate Transactions, Relocation, Luxury, Townhomes, REO, Move Up Buyers
Education
University of La Verne 1986 — 1990
B.S., Business Admin/Marketing
Mingle School of Real Estate
The Lotus Institute
Five Element Feng Shui Certification
Rich Coffey Rich Coffey's Various Financial Institutions Experience January 1979 - July 1989
Job IT Manager at Habitat for Humanity of Metro Denver
Industry Information Technology and Services
Experience
Habitat for Humanity of Metro Denver March 2012 - Present
Affinity Group Inc September 1998 - May 2010
Coast Federal Bank July 1989 - July 1998
CoastFederal Bank July 1989 - July 1998
Various Financial Institutions January 1979 - July 1989
Skills
Active Directory, Vendor Management, Cisco Technologies, Networking, VMware, Disaster Recovery, Security, Project Management, Data Center, Servers, Technical Support, VoIP, Troubleshooting, Leadership, Information Technology
Education
Mansfield University of Pennsylvania
English BA, English and American Lit
Clemson University
Biology, Forestry
Habitat for Humanity of Metro Denver March 2012 - Present
Affinity Group Inc September 1998 - May 2010
Coast Federal Bank July 1989 - July 1998
CoastFederal Bank July 1989 - July 1998
Various Financial Institutions January 1979 - July 1989
Skills
Active Directory, Vendor Management, Cisco Technologies, Networking, VMware, Disaster Recovery, Security, Project Management, Data Center, Servers, Technical Support, VoIP, Troubleshooting, Leadership, Information Technology
Education
Mansfield University of Pennsylvania
English BA, English and American Lit
Clemson University
Biology, Forestry
Nancy A. Barnette Rapport's Various Financial Institutions Experience September 1971 - September 1986
Job Retired
Industry Legal Services
Experience
Retired March 2015 - Present
"Retired" Summer 2011 - Now Enjoying Part-Time Employment and Community Volunteer Projects July 2011 - Present
Orange County Bar Association February 2012 - March 2015
Orange County Comptroller February 2010 - July 2011
Attorneys' Title Insurance Fund, Inc. September 1986 - June 2009
Various Financial Institutions September 1971 - September 1986
Skills
Research, Analysis, Team Building, Strategic Planning, Communication, Real Estate, Mortgage Lending, Leadership, Public Speaking, Risk Management, Marketing Communications, Banking, Loans, Project Planning, Contract Negotiation, Customer Service
Education
Loyola University New Orleans
B.A., Journalism, English
Retired March 2015 - Present
"Retired" Summer 2011 - Now Enjoying Part-Time Employment and Community Volunteer Projects July 2011 - Present
Orange County Bar Association February 2012 - March 2015
Orange County Comptroller February 2010 - July 2011
Attorneys' Title Insurance Fund, Inc. September 1986 - June 2009
Various Financial Institutions September 1971 - September 1986
Skills
Research, Analysis, Team Building, Strategic Planning, Communication, Real Estate, Mortgage Lending, Leadership, Public Speaking, Risk Management, Marketing Communications, Banking, Loans, Project Planning, Contract Negotiation, Customer Service
Education
Loyola University New Orleans
B.A., Journalism, English
Scott Robert Ladd Scott Robert Ladd's Various Financial Institutions Experience August 1979 - February 1987
Job Software Engineer
Industry Computer Software
Experience
Self Employed August 1994 - Present
U.S. Bureau of Reclamation March 1987 - June 1993
Various Financial Institutions August 1979 - February 1987
Skills
Python, OCaml, C, C++, Java, Linux, OpenMP, MPI, C#, PHP, JavaScript, SQL, Algorithms, Computer Science, Software Design, Databases, .NET, Programming, Visual Studio
Education
University of Nebraska-Lincoln 1977 — 1979
BS, Physics and Computer Science
Self Employed August 1994 - Present
U.S. Bureau of Reclamation March 1987 - June 1993
Various Financial Institutions August 1979 - February 1987
Skills
Python, OCaml, C, C++, Java, Linux, OpenMP, MPI, C#, PHP, JavaScript, SQL, Algorithms, Computer Science, Software Design, Databases, .NET, Programming, Visual Studio
Education
University of Nebraska-Lincoln 1977 — 1979
BS, Physics and Computer Science
Ken Neenan, MBA Ken Neenan, MBA's Various Financial Institutions Experience July 2002 - March 2006
Job IT Consultant
Industry Information Technology and Services
Experience
NYSCOPBA, Data Vista and other firms March 2011 - Present
AS Meadows October 2009 - Present
Send Word Now November 2007 - March 2010
Bank of St Petersburg March 2006 - March 2007
Various Financial Institutions July 2002 - March 2006
NRT January 2002 - July 2002
PricewaterhouseCoopers 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, Security, Solution Design, Management Consulting, Data Center, Vendor Management, Integration, Cisco Technologies, Windows Server, Project Management, VPN, Networking, Servers, Operating Systems, WAN, Firewalls, TCP/IP, Information Security, Management, Business Process, Leadership, Training, Analysis, IT Management, Strategy, Infrastructure, Information Technology, IT Strategy, Active Directory, ITIL, IT Operations, Enterprise Architecture, Cloud Computing, Enterprise Software, Business Continuity, System Administration, VMware, SaaS, Virtualization, Professional Services, Telecommunications, Windows, Troubleshooting, Solution Architecture, Consulting, SDLC, Business Analysis, Program Management
Education
University of Phoenix 2005 — 2007
MBA, Business Management/ Technology Management
University of Phoenix 2002 — 2005
BS, Information Technology
NYSCOPBA, Data Vista and other firms March 2011 - Present
AS Meadows October 2009 - Present
Send Word Now November 2007 - March 2010
Bank of St Petersburg March 2006 - March 2007
Various Financial Institutions July 2002 - March 2006
NRT January 2002 - July 2002
PricewaterhouseCoopers 2000 - 2001
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Skills
Disaster Recovery, Security, Solution Design, Management Consulting, Data Center, Vendor Management, Integration, Cisco Technologies, Windows Server, Project Management, VPN, Networking, Servers, Operating Systems, WAN, Firewalls, TCP/IP, Information Security, Management, Business Process, Leadership, Training, Analysis, IT Management, Strategy, Infrastructure, Information Technology, IT Strategy, Active Directory, ITIL, IT Operations, Enterprise Architecture, Cloud Computing, Enterprise Software, Business Continuity, System Administration, VMware, SaaS, Virtualization, Professional Services, Telecommunications, Windows, Troubleshooting, Solution Architecture, Consulting, SDLC, Business Analysis, Program Management
Education
University of Phoenix 2005 — 2007
MBA, Business Management/ Technology Management
University of Phoenix 2002 — 2005
BS, Information Technology
Don Whitehead Don Whitehead's Various Financial Institutions Experience 1976 - 1993
Job Owner, Five Score, Inc.
Industry Real Estate
Experience
Five Score, Inc. 1990 - Present
Quality Body Works September 1993 - July 2004
Various Financial Institutions 1976 - 1993
Skills
Real Estate, Brokerage, Land Development, Financial Analysis, Commercial Real Estate, Finance, Investments, Management, Mergers, Property Management, REO, Sellers, Single Family Homes, Real Estate Development, Investment Properties, Strategic Planning
Education
The University of Texas at Arlington 1968 — 1971
Bachelor of Business Administration, Management
Odessa High School 1963 — 1966
Five Score, Inc. 1990 - Present
Quality Body Works September 1993 - July 2004
Various Financial Institutions 1976 - 1993
Skills
Real Estate, Brokerage, Land Development, Financial Analysis, Commercial Real Estate, Finance, Investments, Management, Mergers, Property Management, REO, Sellers, Single Family Homes, Real Estate Development, Investment Properties, Strategic Planning
Education
The University of Texas at Arlington 1968 — 1971
Bachelor of Business Administration, Management
Odessa High School 1963 — 1966
Charlie Merz Charlie Merz's Various Financial Institutions Experience July 1986 - November 2013
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC November 2013 - Present
Various financial institutions July 1986 - November 2013
Education
University of Central Florida - College of Business Administration 1986 — 1988
Hunterdon Central High School 1976 — 1979
PNC November 2013 - Present
Various financial institutions July 1986 - November 2013
Education
University of Central Florida - College of Business Administration 1986 — 1988
Hunterdon Central High School 1976 — 1979
Julie Franke Julie Franke's Various Financial Institutions Experience August 1979 - March 1992
Job
Industry Entertainment
Experience
Fox (Film, TV & Sports) September 2014 - Present
20th Century Fox July 2011 - Present
The RightThing, Inc. November 2008 - July 2011
Hewitt Associates September 2001 - June 2008
Exult Inc September 2001 - October 2004
Bank of America November 1998 - November 2001
Bank of America July 1997 - October 1998
Bank of America May 1993 - June 1997
Various Financial Institutions August 1979 - March 1992
Education
Ferris State University 1980 — 1982
Bachelor of Science
Fox (Film, TV & Sports) September 2014 - Present
20th Century Fox July 2011 - Present
The RightThing, Inc. November 2008 - July 2011
Hewitt Associates September 2001 - June 2008
Exult Inc September 2001 - October 2004
Bank of America November 1998 - November 2001
Bank of America July 1997 - October 1998
Bank of America May 1993 - June 1997
Various Financial Institutions August 1979 - March 1992
Education
Ferris State University 1980 — 1982
Bachelor of Science
Julie Hamilton MBA, CFP's Various Financial Institutions Experience October 1999 - Present
Job Financial Planning & Wealth Management Consultant
Industry Financial Services
Experience
Helping clients optimize practice management by incorporating Financial Planning process & software. October 1999 - Present
TD, BMO, SunLife October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - September 2009
RBC Dominion Securities January 2006 - December 2007
Foresters 2002 - 2005
Royal Trust June 1998 - September 1999
Skills
Financial Planning, Financial Planners, Investments, Wealth Management, Financial Services, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Finance, Wealth, Financial Advisory, High Net Worth..., Disability Insurance, Estate Planning, Training, Investment Advisory
Education
various
MBA, CFP, Certificate in Adult Education
Durham College 2009 — 2010
Certificate
York University - Schulich School of Business 1992 — 1998
MBA
Spoken French
Upgrading
Helping clients optimize practice management by incorporating Financial Planning process & software. October 1999 - Present
TD, BMO, SunLife October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - Present
Various Financial Institutions October 1999 - September 2009
RBC Dominion Securities January 2006 - December 2007
Foresters 2002 - 2005
Royal Trust June 1998 - September 1999
Skills
Financial Planning, Financial Planners, Investments, Wealth Management, Financial Services, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Finance, Wealth, Financial Advisory, High Net Worth..., Disability Insurance, Estate Planning, Training, Investment Advisory
Education
various
MBA, CFP, Certificate in Adult Education
Durham College 2009 — 2010
Certificate
York University - Schulich School of Business 1992 — 1998
MBA
Spoken French
Upgrading
Tina Skelton, MBA-MHR/PHR/SHRM-CP Tina Skelton, MBA-MHR/PHR/SHRM-CP's Various Financial Institutions Experience June 1990 - January 1999
Job CoOwner / Executive
Industry Construction
Experience
Robert B's Plumbing Company, LLC April 2008 - Present
Texas Trust Credit Union January 1999 - August 2015
Texas Trust Credit Union January 1999 - July 2015
Various Financial Institutions June 1990 - January 1999
Skills
Training, Benefits Administration, Employee Engagement, Employee Relations, HRIS, Human Resources, Recruiting, Talent Acquisition, Payroll, Employee Benefits, Management, Employee Wellness, Personnel Management, Hiring, New Hire Orientations, Time Management, Onboarding, Coaching, Deferred Compensation, Strategic Planning
Education
Columbia Southern University 2015 — 2015
Master’s Degree, MBA - Human Resources Management, 4.0
Southern Illinois University, Edwardsville 1996 — 1998
Bachelor of Science, Business Administration - Management
Robert B's Plumbing Company, LLC April 2008 - Present
Texas Trust Credit Union January 1999 - August 2015
Texas Trust Credit Union January 1999 - July 2015
Various Financial Institutions June 1990 - January 1999
Skills
Training, Benefits Administration, Employee Engagement, Employee Relations, HRIS, Human Resources, Recruiting, Talent Acquisition, Payroll, Employee Benefits, Management, Employee Wellness, Personnel Management, Hiring, New Hire Orientations, Time Management, Onboarding, Coaching, Deferred Compensation, Strategic Planning
Education
Columbia Southern University 2015 — 2015
Master’s Degree, MBA - Human Resources Management, 4.0
Southern Illinois University, Edwardsville 1996 — 1998
Bachelor of Science, Business Administration - Management
Larry Echelmeyer Larry Echelmeyer's Various Financial Institutions Experience August 2000 - February 2004
Job Partner at Bank Solutions Group, LLC
Industry Banking
Experience
Brintech, Inc. November 2008 - June 2010
L. E. Echelmeyer & Co. March 2004 - October 2008
Various Financial Institutions August 2000 - February 2004
IBM 1998 - 2000
Home Savings of America July 1996 - July 1997
First Interstate Bank of California 1971 - 1996
First Interstate Bank 1971 - 1996
Skills
Process Improvement, Retail Banking, Mergers, Risk Management, Banking, Management Consulting, Change Management, Financial Services, Strategic Planning, Strategy, Program Management, Business Transformation, Consulting, Leadership, Vendor Management, Mergers & Acquisitions, Credit, Finance, Executive Management, Business Development, Management, IT Strategy, Project Management, Negotiation, Business Analysis, CRM, Sales, IT Management, Analysis, Business Planning, Business Strategy, Business Process..., Project Portfolio..., Loans, Financial Analysis, Mortgage Lending, Portfolio Management, Integration, Analytics, Commercial Banking, Restructuring, Acquisition Integration, PMO, Commercial Lending, Financial Risk, Credit Analysis
Education
California State University-Dominguez Hills 1977 — 1979
MBA, Finance
Brintech, Inc. November 2008 - June 2010
L. E. Echelmeyer & Co. March 2004 - October 2008
Various Financial Institutions August 2000 - February 2004
IBM 1998 - 2000
Home Savings of America July 1996 - July 1997
First Interstate Bank of California 1971 - 1996
First Interstate Bank 1971 - 1996
Skills
Process Improvement, Retail Banking, Mergers, Risk Management, Banking, Management Consulting, Change Management, Financial Services, Strategic Planning, Strategy, Program Management, Business Transformation, Consulting, Leadership, Vendor Management, Mergers & Acquisitions, Credit, Finance, Executive Management, Business Development, Management, IT Strategy, Project Management, Negotiation, Business Analysis, CRM, Sales, IT Management, Analysis, Business Planning, Business Strategy, Business Process..., Project Portfolio..., Loans, Financial Analysis, Mortgage Lending, Portfolio Management, Integration, Analytics, Commercial Banking, Restructuring, Acquisition Integration, PMO, Commercial Lending, Financial Risk, Credit Analysis
Education
California State University-Dominguez Hills 1977 — 1979
MBA, Finance
Glatha Madden Glatha Madden's Various Financial Institutions Experience May 2010 - Present
Job Management Consultant Profit, Process, Service Improvement
Industry Financial Services
Experience
various financial institutions May 2010 - Present
Fiserv (formerly Carreker Corporation) July 1997 - July 2009
Earnings Performance Group January 1988 - June 1997
First Interstate Bank July 1985 - December 1987
Skills
Team Building, Mentoring, Coaching, Strategic Planning, Credit, Problem Solving, Analysis, Banking, Change Management, Employee satisfaction, Customer satisfaction, Team Leadership, Microsoft Office, Product Development, Process Improvement, Profit Improvement, Communicaton, Executive Management, User Experience, Communication, Cross-functional Team..., Retail Banking, Finance, Management, Business Process..., Management Consulting, Project Management, Profit Maximization, Loans, Leadership, Customer Satisfaction, CRM, Financial Services, Training, Strategy, New Business Development, Business Strategy, Creative Problem Solving, Profitability..., Business Development, Program Management, Business Intelligence, Mergers & Acquisitions, Product Management, Business Planning, Outsourcing, Financial Analysis, Analytics, Business Process, SDLC
Education
Emory University - Goizueta Business School 1983 — 1985
MBA, Business Administration
Roanoke College
BBA, Business Administration, Liberal Arts
various financial institutions May 2010 - Present
Fiserv (formerly Carreker Corporation) July 1997 - July 2009
Earnings Performance Group January 1988 - June 1997
First Interstate Bank July 1985 - December 1987
Skills
Team Building, Mentoring, Coaching, Strategic Planning, Credit, Problem Solving, Analysis, Banking, Change Management, Employee satisfaction, Customer satisfaction, Team Leadership, Microsoft Office, Product Development, Process Improvement, Profit Improvement, Communicaton, Executive Management, User Experience, Communication, Cross-functional Team..., Retail Banking, Finance, Management, Business Process..., Management Consulting, Project Management, Profit Maximization, Loans, Leadership, Customer Satisfaction, CRM, Financial Services, Training, Strategy, New Business Development, Business Strategy, Creative Problem Solving, Profitability..., Business Development, Program Management, Business Intelligence, Mergers & Acquisitions, Product Management, Business Planning, Outsourcing, Financial Analysis, Analytics, Business Process, SDLC
Education
Emory University - Goizueta Business School 1983 — 1985
MBA, Business Administration
Roanoke College
BBA, Business Administration, Liberal Arts
John Kraus, MS, MBA, CFA, MS's Various Financial Institutions Experience 1985 - 2007
Job Software Developer
Industry Computer Software
Experience
Blue Canopy January 2013 - June 2015
NuWave Solutions, Howard Block, CEO January 2010 - November 2012
Various Financial Institutions 1985 - 2007
Dr. James A. Graaskamp dba Landmark Research 1985 - 1986
Wisconsin Legislature 1979 - 1984
Skills
Software Engineering, MySQL, Linux, Software Development, XML, Enterprise Architecture, AJAX, Software Design, SharePoint, Web Development, Distributed Systems, Requirements Analysis, Databases, Web Applications, Computer Graphics, Node.js, Object-Oriented..., Business Intelligence, Programming, Agile Methodologies, Scrum, Java Enterprise Edition, VMware, Information Technology, JIRA, Technical Writing, Graphics Software, Tomcat, Software Project..., SOA, Rails, Google App Engine, Rocket surgery, DoodlySquat, Sh*tFromShinola, Banjo, Telekinesis, Improvisational Comedy, Donuts, Grading uncut diamonds, SQL, Management, Press releases, Door-to-door political..., Political advertising, Pranks, Microsoft Office, Leadership, Program Management
Education
George Mason University 2007 — 2009
Master of Science, Software Engineering
Graduate School at the National Institutes of Health 1990 — 1990
University of Wisconsin-Eau Claire
Bachelor of Arts, Political Science/Journalism
University of Wisconsin-Madison - School of Business
Master of Science, Real Estate Appraisal and Investment Analysis.
University of Wisconsin-Madison - School of Business
Master of Business Administration, Finance and Banking
Blue Canopy January 2013 - June 2015
NuWave Solutions, Howard Block, CEO January 2010 - November 2012
Various Financial Institutions 1985 - 2007
Dr. James A. Graaskamp dba Landmark Research 1985 - 1986
Wisconsin Legislature 1979 - 1984
Skills
Software Engineering, MySQL, Linux, Software Development, XML, Enterprise Architecture, AJAX, Software Design, SharePoint, Web Development, Distributed Systems, Requirements Analysis, Databases, Web Applications, Computer Graphics, Node.js, Object-Oriented..., Business Intelligence, Programming, Agile Methodologies, Scrum, Java Enterprise Edition, VMware, Information Technology, JIRA, Technical Writing, Graphics Software, Tomcat, Software Project..., SOA, Rails, Google App Engine, Rocket surgery, DoodlySquat, Sh*tFromShinola, Banjo, Telekinesis, Improvisational Comedy, Donuts, Grading uncut diamonds, SQL, Management, Press releases, Door-to-door political..., Political advertising, Pranks, Microsoft Office, Leadership, Program Management
Education
George Mason University 2007 — 2009
Master of Science, Software Engineering
Graduate School at the National Institutes of Health 1990 — 1990
University of Wisconsin-Eau Claire
Bachelor of Arts, Political Science/Journalism
University of Wisconsin-Madison - School of Business
Master of Science, Real Estate Appraisal and Investment Analysis.
University of Wisconsin-Madison - School of Business
Master of Business Administration, Finance and Banking
Casey Sayre's Various Financial Institutions Experience October 1995 - February 2008
Job Software Contractor at Turnabout Systems LLC
Industry Computer Software
Experience
Turnabout Systems LLC August 2015 - Present
Arccos Golf LLC June 2014 - July 2015
Bluefin Trading LLC March 2012 - March 2014
Barclays April 2010 - February 2011
Undertone Networks May 2008 - March 2010
Various Financial Institutions October 1995 - February 2008
Skills
JavaScript, C#, Software Development, SQL, Linux, ASP.NET, Project Management, HTML5
Education
Cornell University
BS
The Lawrenceville School
Turnabout Systems LLC August 2015 - Present
Arccos Golf LLC June 2014 - July 2015
Bluefin Trading LLC March 2012 - March 2014
Barclays April 2010 - February 2011
Undertone Networks May 2008 - March 2010
Various Financial Institutions October 1995 - February 2008
Skills
JavaScript, C#, Software Development, SQL, Linux, ASP.NET, Project Management, HTML5
Education
Cornell University
BS
The Lawrenceville School
Michele Cutler's Various Financial Institutions Experience June 1986 - August 1998
Job Owner/Instructor at The Pilates Preserve
Industry Health, Wellness and Fitness
Experience
The Pilates Preserve June 2013 - Present
East Boca Yoga and Pilates May 2007 - June 2013
various financial institutions June 1986 - August 1998
Skills
Pilates, Fitness Training, Fitness, Teaching, Nutrition, Pilates, Yoga, Fitness,..., Account Management, Operations Management, Wellness, Wellbeing, Holistic Health, Public Speaking, Social Media, Meditation, Stress Management, Wellness Coaching, Coaching, Training, Yoga
Education
Yoga South 2013 — 2014
200 Hour Yoga Alliance Certification, Vinyasa Yoga
Chestnut Hill College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Pilates Preserve June 2013 - Present
East Boca Yoga and Pilates May 2007 - June 2013
various financial institutions June 1986 - August 1998
Skills
Pilates, Fitness Training, Fitness, Teaching, Nutrition, Pilates, Yoga, Fitness,..., Account Management, Operations Management, Wellness, Wellbeing, Holistic Health, Public Speaking, Social Media, Meditation, Stress Management, Wellness Coaching, Coaching, Training, Yoga
Education
Yoga South 2013 — 2014
200 Hour Yoga Alliance Certification, Vinyasa Yoga
Chestnut Hill College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
David J Carr David J Carr's Various Financial Institutions Experience June 1973 - December 1994
Job Retired Community Volunteer and Landowner
Industry Nonprofit Organization Management
Experience
Salt River Watershed Council May 2008 - Present
Ferndale Community Choir December 2005 - Present
Ferndale Museum October 2005 - Present
Radio WZ6S 1954 - Present
Self Employed December 1994 - November 2005
Various Financial Institutions June 1973 - December 1994
Skills
Fundraising, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Grant Writing, Strategic Planning, Customer Service, Photoshop, Management, Team Building, Leadership, Nonprofits, Banquet Chef, Budgets
Education
Kent State University 1960 — 1963
Bachelor of Science (BS), Accounting
The College of Wooster 1958 — 1960
Salt River Watershed Council May 2008 - Present
Ferndale Community Choir December 2005 - Present
Ferndale Museum October 2005 - Present
Radio WZ6S 1954 - Present
Self Employed December 1994 - November 2005
Various Financial Institutions June 1973 - December 1994
Skills
Fundraising, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Grant Writing, Strategic Planning, Customer Service, Photoshop, Management, Team Building, Leadership, Nonprofits, Banquet Chef, Budgets
Education
Kent State University 1960 — 1963
Bachelor of Science (BS), Accounting
The College of Wooster 1958 — 1960
Mark R. Lyons's Various Financial Institutions Experience May 1983 - June 1990
Job Founding Partner at Millennium Financial Group, Retirement Income Specialist/Financial Planner with Cetera Advisors, LLC
Industry Financial Services
Experience
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
New England Financial, MassMutual Financial Group, Prudential Financial Group June 2004 - December 2012
Various telecommunications companies July 1990 - June 2004
Various financial institutions May 1983 - June 1990
Skills
Life Insurance, Investment Strategies, Retirement Income..., Annuities, Financial Planning, Long Term Care Insurance, Retirement Plan..., College Savings Plans, Investment Advisory, Disability Insurance, Estate Planning, Business Succession, Retirement Planning
Education
The American College 2004 — 2015
Financial Planning, Retirement Income, Working with Seniors, Investment Planning
Utah State University 1980 — 1983
BA, Finance, Economics
Brigham Young University 1977 — 1978
Business/Finance & Economics
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
Millennium Financial Group December 2012 - Present
New England Financial, MassMutual Financial Group, Prudential Financial Group June 2004 - December 2012
Various telecommunications companies July 1990 - June 2004
Various financial institutions May 1983 - June 1990
Skills
Life Insurance, Investment Strategies, Retirement Income..., Annuities, Financial Planning, Long Term Care Insurance, Retirement Plan..., College Savings Plans, Investment Advisory, Disability Insurance, Estate Planning, Business Succession, Retirement Planning
Education
The American College 2004 — 2015
Financial Planning, Retirement Income, Working with Seniors, Investment Planning
Utah State University 1980 — 1983
BA, Finance, Economics
Brigham Young University 1977 — 1978
Business/Finance & Economics
Christy Harger Christy Harger's Various Financial Institutions Experience June 1993 - July 1997
Job Director, Risk Management at MidAmerican Energy Company
Industry Utilities
Experience
MidAmerican Energy Company February 2014 - Present
MidAmerican Energy Company October 2007 - February 2014
Wells Fargo Financial June 2004 - October 2007
Wells Fargo Financial November 1999 - June 2004
Wells Fargo Home Mortgage January 1999 - October 1999
Prudential Bank & Trust July 1998 - December 1998
Citizens National Bank July 1997 - August 1998
Various Financial Institutions June 1993 - July 1997
Skills
Risk Management, Credit, Performance Management, Compliance, Loans, Investments, Pricing, Trading, Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Management, Financial Risk, Due Diligence, Finance
Education
Iowa State University 1989 — 1993
BBA, Finance
Iowa State University - College of Business 1989 — 1993
Bachelor of Science, Finance
MidAmerican Energy Company February 2014 - Present
MidAmerican Energy Company October 2007 - February 2014
Wells Fargo Financial June 2004 - October 2007
Wells Fargo Financial November 1999 - June 2004
Wells Fargo Home Mortgage January 1999 - October 1999
Prudential Bank & Trust July 1998 - December 1998
Citizens National Bank July 1997 - August 1998
Various Financial Institutions June 1993 - July 1997
Skills
Risk Management, Credit, Performance Management, Compliance, Loans, Investments, Pricing, Trading, Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Management, Financial Risk, Due Diligence, Finance
Education
Iowa State University 1989 — 1993
BBA, Finance
Iowa State University - College of Business 1989 — 1993
Bachelor of Science, Finance
Gary Bauer's Various Financial Institutions Experience 1988 - 1993
Job Senior IT Business Systems Analyst at Draeger Medical
Industry Information Technology and Services
Experience
Draeger Medical January 2007 - Present
AT&T fna Cingular Wireless November 2000 - October 2006
National Council on Compensation Insurance February 1994 - November 2000
AXA fna Equitable Life 1993 - 1994
Various Financial Institutions 1988 - 1993
Skills
Software Project..., Process Improvement, Visio, Requirements Analysis, SDLC, Data Warehousing, Business Objects, Business Intelligence, Business Analysis, Cross-functional Team..., Project Management, Data Modeling, Data Migration, Vendor Management, PMP, SharePoint, Business Process..., Quality Assurance, Requirements Gathering, IT Management, Team Leadership, Integration, Management, Analysis, Testing, Business Requirements, Software Documentation, Information Technology, Program Management, User Acceptance Testing
Education
Florida Atlantic University 1997 — 2000
MBA
Florida State University 1983 — 1987
BS
Rocky Point Jr-Sr High School 1979 — 1983
Draeger Medical January 2007 - Present
AT&T fna Cingular Wireless November 2000 - October 2006
National Council on Compensation Insurance February 1994 - November 2000
AXA fna Equitable Life 1993 - 1994
Various Financial Institutions 1988 - 1993
Skills
Software Project..., Process Improvement, Visio, Requirements Analysis, SDLC, Data Warehousing, Business Objects, Business Intelligence, Business Analysis, Cross-functional Team..., Project Management, Data Modeling, Data Migration, Vendor Management, PMP, SharePoint, Business Process..., Quality Assurance, Requirements Gathering, IT Management, Team Leadership, Integration, Management, Analysis, Testing, Business Requirements, Software Documentation, Information Technology, Program Management, User Acceptance Testing
Education
Florida Atlantic University 1997 — 2000
MBA
Florida State University 1983 — 1987
BS
Rocky Point Jr-Sr High School 1979 — 1983
Thomas Hendricks's Various Financial Institutions Experience March 1986 - January 1993
Job Community Development
Industry Civic & Social Organization
Experience
Kleberg Community Development Corporation March 2011 - Present
Phi Kappa Tau 1961 - 2013
Sandestin Golf & Beach Resort 1985 - 2011
FDIC June 2009 - June 2010
Consultancy in Asset Workout/Recovery, Lit Support, Financial Services June 2003 - June 2009
Bayside Inn at Sandestin 1984 - 2009
American Express January 1993 - March 2003
Various Financial Institutions March 1986 - January 1993
Federal Home Loan Bank of Dallas December 1982 - March 1986
Skills
Litigation Support, Management, Accounting, Banking, Asset Management, Litigation, Loans, Bankruptcy, Fundraising
Education
Tulane University 1966 — 1972
Management Science
Tulane University - A.B. Freeman School of Business 1964 — 1974
MBA, Operations Research
Georgia Institute of Technology 1960 — 1964
BChE, Chemical Engineering
Kleberg Community Development Corporation March 2011 - Present
Phi Kappa Tau 1961 - 2013
Sandestin Golf & Beach Resort 1985 - 2011
FDIC June 2009 - June 2010
Consultancy in Asset Workout/Recovery, Lit Support, Financial Services June 2003 - June 2009
Bayside Inn at Sandestin 1984 - 2009
American Express January 1993 - March 2003
Various Financial Institutions March 1986 - January 1993
Federal Home Loan Bank of Dallas December 1982 - March 1986
Skills
Litigation Support, Management, Accounting, Banking, Asset Management, Litigation, Loans, Bankruptcy, Fundraising
Education
Tulane University 1966 — 1972
Management Science
Tulane University - A.B. Freeman School of Business 1964 — 1974
MBA, Operations Research
Georgia Institute of Technology 1960 — 1964
BChE, Chemical Engineering
Dorothy Axelson's Various Financial Institutions Experience June 1982 - September 1987
Job Manager, Special Ops Team at Colorado Housing and Finance Authority
Industry Computer Software
Experience
Colorado Housing and Finance Authority January 2012 - Present
Colorado Housing and Finance Authority April 2010 - Present
Technology Alliance Partners June 2008 - June 2010
Mortgage Cadence November 2006 - May 2008
3t Systems August 2003 - November 2006
Streampoint Financial June 2001 - July 2003
Harland May 1995 - December 2000
Harland Financial Solutions 1998 - 2000
Formation Technologies, Inc. September 1987 - May 1995
Various Financial Institutions June 1982 - September 1987
Skills
Business Strategy, Agile Project Management, Project Management, Project Management..., Project Coaching, Balanced Scorecard, Program Management, Team Leadership, Team Facilitation, Business Intelligence, SDLC, Software Development, Business Analysis, Scrum, CRM, Management, Agile Methodologies, Requirements Analysis
Education
Miller Heiman
Strategic Selling
The George Washington University
Project Management
Blue Ridge College 1982 — 1987
Business Management
Agile University
Certified Scrum Master
Colorado Housing and Finance Authority January 2012 - Present
Colorado Housing and Finance Authority April 2010 - Present
Technology Alliance Partners June 2008 - June 2010
Mortgage Cadence November 2006 - May 2008
3t Systems August 2003 - November 2006
Streampoint Financial June 2001 - July 2003
Harland May 1995 - December 2000
Harland Financial Solutions 1998 - 2000
Formation Technologies, Inc. September 1987 - May 1995
Various Financial Institutions June 1982 - September 1987
Skills
Business Strategy, Agile Project Management, Project Management, Project Management..., Project Coaching, Balanced Scorecard, Program Management, Team Leadership, Team Facilitation, Business Intelligence, SDLC, Software Development, Business Analysis, Scrum, CRM, Management, Agile Methodologies, Requirements Analysis
Education
Miller Heiman
Strategic Selling
The George Washington University
Project Management
Blue Ridge College 1982 — 1987
Business Management
Agile University
Certified Scrum Master
George Kurtis's Various Financial Institutions Experience November 1991 - August 2007
Job Account Executive at PIRA Energy Group
Industry Oil & Energy
Experience
PIRA Energy Group August 2013 - Present
Canon Solutions America August 2007 - August 2013
Various Financial Institutions November 1991 - August 2007
Skills
Energy, Strategic Planning, Risk Management, Natural Gas, Petroleum, Sales Process, Direct Sales, Solution Selling, B2B, Account Management, Sales Presentations, New Business Development, Sales Management
Education
City University of New York-Queens College 1986 — 1990
Finance
PIRA Energy Group August 2013 - Present
Canon Solutions America August 2007 - August 2013
Various Financial Institutions November 1991 - August 2007
Skills
Energy, Strategic Planning, Risk Management, Natural Gas, Petroleum, Sales Process, Direct Sales, Solution Selling, B2B, Account Management, Sales Presentations, New Business Development, Sales Management
Education
City University of New York-Queens College 1986 — 1990
Finance
Pippa Ibold's Various Financial Institutions Experience 1984 - 1994
Job Accountant at Burg Simpson Eldredge Hersh & Jardine, P.C.
Industry Accounting
Experience
Burg Simpson Eldredge Hersh & Jardine, P.C. October 2012 - Present
Unemployed - Looking for Opportunity September 2012 - October 2012
Intracom USA, Inc. 2004 - 2012
Select Digital 2002 - 2003
All American Distributors 1999 - 2002
Danka Office Imaging 1995 - 1999
Various Financial Institutions 1984 - 1994
Skills
Financial Accounting, GAAP, Revenue Recognition, Fixed Assets, Accruals, General Ledger, Month End Closing, Financial Statements, Forecasting, Payroll, HR, Proficient with..., Windows 7, Microsoft Office 2010, SAP, SBT Accounting Systems, Marcam, JD Edwards, IBM System 36, Quicken, Accounting
Education
Florida Metropolitan University 1997 — 2000
BS, Accounting
Burg Simpson Eldredge Hersh & Jardine, P.C. October 2012 - Present
Unemployed - Looking for Opportunity September 2012 - October 2012
Intracom USA, Inc. 2004 - 2012
Select Digital 2002 - 2003
All American Distributors 1999 - 2002
Danka Office Imaging 1995 - 1999
Various Financial Institutions 1984 - 1994
Skills
Financial Accounting, GAAP, Revenue Recognition, Fixed Assets, Accruals, General Ledger, Month End Closing, Financial Statements, Forecasting, Payroll, HR, Proficient with..., Windows 7, Microsoft Office 2010, SAP, SBT Accounting Systems, Marcam, JD Edwards, IBM System 36, Quicken, Accounting
Education
Florida Metropolitan University 1997 — 2000
BS, Accounting
Martha Valdez, MBA's Various Financial Institutions Experience January 1989 - September 2000
Job Accounting Manager at Shakye's USA
Industry Accounting
Experience
Shakey's USA May 2009 - Present
BBVA Bancomer November 2007 - July 2008
A.C. Vromans April 2005 - October 2007
CHARO Community Dev. Corp. September 2000 - March 2005
Various Financial Institutions January 1989 - September 2000
Skills
Strategic Planning, Treasury Management, Compliance Audits, Budget Management, Cash Management, Budgets, Accounting, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Finance, Payroll, Internal Audit, Account Reconciliation, Financial Statements, Forecasting, General Ledger, Cost Accounting, Accounts Receivable, Leadership, GAAP, Retail Banking
Education
University of Phoenix 2006 — 2007
MBA
California State University-Los Angeles 2002 — 2004
Bachelor of Science
Shakey's USA May 2009 - Present
BBVA Bancomer November 2007 - July 2008
A.C. Vromans April 2005 - October 2007
CHARO Community Dev. Corp. September 2000 - March 2005
Various Financial Institutions January 1989 - September 2000
Skills
Strategic Planning, Treasury Management, Compliance Audits, Budget Management, Cash Management, Budgets, Accounting, Financial Analysis, Internal Controls, Auditing, Accounts Payable, Finance, Payroll, Internal Audit, Account Reconciliation, Financial Statements, Forecasting, General Ledger, Cost Accounting, Accounts Receivable, Leadership, GAAP, Retail Banking
Education
University of Phoenix 2006 — 2007
MBA
California State University-Los Angeles 2002 — 2004
Bachelor of Science
James Kupferschmid's Various Financial Institutions Experience 1983 - 1990
Job CFO at Omniflight Helicopters
Industry Airlines/Aviation
Experience
Omniflight Helicopters 2008 - 2011
Kitty Hawk, Inc. 2005 - 2008
Northwest Airlines 2000 - 2001
Continental Micronesia Airlines 1994 - 1997
Stonehenge Cos./URESCO 1990 - 1994
Various Financial Institutions 1983 - 1990
PwC 1981 - 1983
Skills
CPA - Texas, CTP (Certified Treasury...
Education
Indiana University Bloomington
BS, Accounting
The University of Texas at Arlington
MA, Economics
Omniflight Helicopters 2008 - 2011
Kitty Hawk, Inc. 2005 - 2008
Northwest Airlines 2000 - 2001
Continental Micronesia Airlines 1994 - 1997
Stonehenge Cos./URESCO 1990 - 1994
Various Financial Institutions 1983 - 1990
PwC 1981 - 1983
Skills
CPA - Texas, CTP (Certified Treasury...
Education
Indiana University Bloomington
BS, Accounting
The University of Texas at Arlington
MA, Economics
Phil Emma's Various Financial Institutions Experience 1984 - 2000
Job EVP & COO
Industry Banking
Experience
Merrimack County Savings Bank August 2000 - Present
Various Financial Institutions 1984 - 2000
Ernst & Young LLP 1981 - 1984
Skills
Banking, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Nonprofits, Finance, Management, Leadership
Education
Bentley University 1973 — 1976
BS Accounting, Accounting
Merrimack County Savings Bank August 2000 - Present
Various Financial Institutions 1984 - 2000
Ernst & Young LLP 1981 - 1984
Skills
Banking, Financial Reporting, Financial Analysis, Budgets, Strategic Planning, Mergers & Acquisitions, Financial Modeling, Nonprofits, Finance, Management, Leadership
Education
Bentley University 1973 — 1976
BS Accounting, Accounting
Scott Pollock's Various Financial Institutions Experience January 1992 - January 2003
Job Account Executive at International City Mortgage
Industry Financial Services
Experience
International City Mortgage/ICM April 2015 - Present
SD Pollock Company January 2008 - Present
Mel W. Pollock Company Custom Homes January 1991 - Present
SD Pollock Tennis January 1982 - Present
Southern Funding Alliance, LLC February 2014 - April 2015
Network Funding, LP October 2011 - September 2013
Primary Residential Mortgage, Inc June 2008 - March 2010
Network Funding Corporation L.P September 2003 - July 2006
Loan Stream Mortgage Company/Beal Bank January 2003 - September 2003
Various Financial Institutions January 1992 - January 2003
Skills
Refinance, Mortgage, Loans, Credit, Customer Relations, Customer Service, Mortgage Banking, FHA, VA, Conventional, Mortgage Lending, Loan Origination, Conforming, USDA, Non-Conforming, Purchasing, VA loans, Mortgage Planning, FHA financing, Residential Mortgages, Mortgage Industry, Underwriting, Certified Mortgage..., Finance, Investors, Loss Mitigation, Government Loans, Investment Properties, Consumer Lending, Foreclosures, Funding, Reverse Mortgages, Debt Consolidation, Home Equity, Residential Homes, Sales, First Time Home Buyers, Credit Analysis, Real Estate, Home Equity Loans, Mortgage Underwriting, Mortgage Servicing, Construction Loans, Real Estate Economics, Mortgage Marketing, Real Estate Transactions, Real Estate Financing, Rates, Home Equity Lines of..., Banking
Education
Centenary College of Louisiana 1985 — 1989
Bachelor's degree, Political Science/Hst
Graduate of Centenary College of Louisiana 1985 — 1989
BA, Political Science/Business
Highland Park High School 1978 — 1982
HPHS Graduation Diploma
International City Mortgage/ICM April 2015 - Present
SD Pollock Company January 2008 - Present
Mel W. Pollock Company Custom Homes January 1991 - Present
SD Pollock Tennis January 1982 - Present
Southern Funding Alliance, LLC February 2014 - April 2015
Network Funding, LP October 2011 - September 2013
Primary Residential Mortgage, Inc June 2008 - March 2010
Network Funding Corporation L.P September 2003 - July 2006
Loan Stream Mortgage Company/Beal Bank January 2003 - September 2003
Various Financial Institutions January 1992 - January 2003
Skills
Refinance, Mortgage, Loans, Credit, Customer Relations, Customer Service, Mortgage Banking, FHA, VA, Conventional, Mortgage Lending, Loan Origination, Conforming, USDA, Non-Conforming, Purchasing, VA loans, Mortgage Planning, FHA financing, Residential Mortgages, Mortgage Industry, Underwriting, Certified Mortgage..., Finance, Investors, Loss Mitigation, Government Loans, Investment Properties, Consumer Lending, Foreclosures, Funding, Reverse Mortgages, Debt Consolidation, Home Equity, Residential Homes, Sales, First Time Home Buyers, Credit Analysis, Real Estate, Home Equity Loans, Mortgage Underwriting, Mortgage Servicing, Construction Loans, Real Estate Economics, Mortgage Marketing, Real Estate Transactions, Real Estate Financing, Rates, Home Equity Lines of..., Banking
Education
Centenary College of Louisiana 1985 — 1989
Bachelor's degree, Political Science/Hst
Graduate of Centenary College of Louisiana 1985 — 1989
BA, Political Science/Business
Highland Park High School 1978 — 1982
HPHS Graduation Diploma
Colleen D'Hondt's Various Financial Institutions Experience 1996 - 2001
Job Manager, Commercial Canada DU at Talisman Energy
Industry Oil & Energy
Experience
Talisman Energy April 2014 - Present
Talisman Energy April 2011 - April 2014
Encana Corporation June 2009 - April 2011
EnCana November 2008 - June 2009
EnCana May 2006 - November 2008
ConocoPhillips 2006 - 2006
Burlington Resources 2002 - 2006
Canadian Hunter 2001 - 2002
Various Financial Institutions 1996 - 2001
Skills
Petroleum, Natural Gas, Energy Industry, Oil/Gas, Upstream, Gas, Energy, Onshore, Field Development
Education
University of Calgary 1992 — 1997
Bachelor of Arts, Economics
Talisman Energy April 2014 - Present
Talisman Energy April 2011 - April 2014
Encana Corporation June 2009 - April 2011
EnCana November 2008 - June 2009
EnCana May 2006 - November 2008
ConocoPhillips 2006 - 2006
Burlington Resources 2002 - 2006
Canadian Hunter 2001 - 2002
Various Financial Institutions 1996 - 2001
Skills
Petroleum, Natural Gas, Energy Industry, Oil/Gas, Upstream, Gas, Energy, Onshore, Field Development
Education
University of Calgary 1992 — 1997
Bachelor of Arts, Economics
Ann Printon's Various Financial Institutions Experience 1978 - 1983
Job Independent Financial Services Professional
Industry Financial Services
Experience
** Finance ConsultantJoe Lhota for Mayor CampaignFebruary 2013 - November 2013
Rudy Giuliani Presidential Campaign December 2006 - January 2008
Giuliani Partners April 2002 - December 2006
Office of the Mayor, New York City January 1994 - December 2001
Summit Bancorporation 1983 - 1987
Various Financial Institutions 1978 - 1983
Skills
Investments, Budgets, Business Strategy, Community Outreach, Economic Development, Finance, Financial Services, Fixed Income, Fundraising, Insurance, Leadership, Management, Management Consulting, Marketing, Mergers, Negotiation, Nonprofits, Public Relations, Public Speaking, Strategic Communications, Strategic Planning, Strategy
Education
Drew University
Bachelor of Arts (BA), Cultural Anthropology
** Finance ConsultantJoe Lhota for Mayor CampaignFebruary 2013 - November 2013
Rudy Giuliani Presidential Campaign December 2006 - January 2008
Giuliani Partners April 2002 - December 2006
Office of the Mayor, New York City January 1994 - December 2001
Summit Bancorporation 1983 - 1987
Various Financial Institutions 1978 - 1983
Skills
Investments, Budgets, Business Strategy, Community Outreach, Economic Development, Finance, Financial Services, Fixed Income, Fundraising, Insurance, Leadership, Management, Management Consulting, Marketing, Mergers, Negotiation, Nonprofits, Public Relations, Public Speaking, Strategic Communications, Strategic Planning, Strategy
Education
Drew University
Bachelor of Arts (BA), Cultural Anthropology
Dennis Gorman's Various Financial Institutions Experience September 1968 - August 1983
Job Adjunct Instructor at ECPI University
Industry Financial Services
Experience
ECPI University April 2012 - Present
Retired-financial Services August 2011 - Present
Banco do Brasil Securities LLC January 2005 - August 2011
IDB Bank May 2002 - December 2004
Bank Austria Creditanstalt December 1983 - May 2001
Various Financial Institutions September 1968 - August 1983
Education
Adelphi University
MBA, Finance
Brooklyn College
BA, Economics
ECPI University April 2012 - Present
Retired-financial Services August 2011 - Present
Banco do Brasil Securities LLC January 2005 - August 2011
IDB Bank May 2002 - December 2004
Bank Austria Creditanstalt December 1983 - May 2001
Various Financial Institutions September 1968 - August 1983
Education
Adelphi University
MBA, Finance
Brooklyn College
BA, Economics