Watermark Financial Partners
Industry: Company
DescriptionFounded: 2004 Parent organization: Mortgage Investors Corporation
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Watermark Financial Partners Employees
Employee
Years
Job
Industry
Tish Holliman Tish Holliman's Watermark Financial Partners Experience June 2002 - July 2004
Job Direct Account Manager at Xero
Industry Computer Software
Experience
Xero June 2014 - Present
American Sentinel University January 2012 - June 2014
Swiftpage August 2009 - January 2012
Watermark Financial Partners June 2002 - July 2004
Embarcadero Technologies January 2000 - May 2002
Skills
Customer Relations, Email Marketing, Sales Process, E-commerce, Program Management, Customer Service, Sales, Marketing, Public Speaking, Management, Account Management, Marketing Communications, Social Media, Social Media Marketing, Entrepreneurship, Leadership, Direct Sales, SaaS
Education
Clemson University 1989 — 1993
BA, Political Science
Herndon High School 1985 — 1989
Xero June 2014 - Present
American Sentinel University January 2012 - June 2014
Swiftpage August 2009 - January 2012
Watermark Financial Partners June 2002 - July 2004
Embarcadero Technologies January 2000 - May 2002
Skills
Customer Relations, Email Marketing, Sales Process, E-commerce, Program Management, Customer Service, Sales, Marketing, Public Speaking, Management, Account Management, Marketing Communications, Social Media, Social Media Marketing, Entrepreneurship, Leadership, Direct Sales, SaaS
Education
Clemson University 1989 — 1993
BA, Political Science
Herndon High School 1985 — 1989
Toni Griffin Toni Griffin's Watermark Financial Partners Experience March 2002 - May 2004
Job Management / Sales
Industry Financial Services
Experience
Urban Lending Solutions June 2012 - July 2015
TAG Team Field Services October 2007 - June 2012
Intelligent Office June 2004 - October 2007
Watermark Financial Partners March 2002 - May 2004
Homeowners Solutions May 2000 - February 2002
Metro Brokers, Lakewood Central 1998 - 2000
Nationsway Transport Svc Inc 1996 - 1999
Mortgage Alliance Corporation 1994 - 1996
Skills
FHA, Refinance, Small Business, Sales, Loan Servicing, New Business Development, Customer Service, Microsoft Excel, Mortgage Lending, Loans, Real Estate, Management, Accounts Receivable, Microsoft Office
Education
University of Colorado Boulder
Business
Urban Lending Solutions June 2012 - July 2015
TAG Team Field Services October 2007 - June 2012
Intelligent Office June 2004 - October 2007
Watermark Financial Partners March 2002 - May 2004
Homeowners Solutions May 2000 - February 2002
Metro Brokers, Lakewood Central 1998 - 2000
Nationsway Transport Svc Inc 1996 - 1999
Mortgage Alliance Corporation 1994 - 1996
Skills
FHA, Refinance, Small Business, Sales, Loan Servicing, New Business Development, Customer Service, Microsoft Excel, Mortgage Lending, Loans, Real Estate, Management, Accounts Receivable, Microsoft Office
Education
University of Colorado Boulder
Business
Sarah Norlund Klose Sarah Norlund Klose's Watermark Financial Partners Experience 2003 - 2005
Job VP Human Resources at POS Portal
Industry Computer Software
Experience
POS Portal June 2013 - Present
POS Portal November 2006 - June 2013
Kimley-Horn & Associates 2006 - 2006
Macias Gini O'Connel 2005 - 2006
Watermark Financial Partners 2003 - 2005
Budget Truck Headquarters 2003 - 2003
Skills
Employee Relations, Human Resources, Performance Management, Employee Benefits, HRIS, Onboarding, Talent Acquisition, Workforce Planning, Talent Management, Applicant Tracking..., Leadership, SPHR, Policy, Interviews, Employee Engagement, Personnel Management, Technical Recruiting, Recruiting, Training, Strategic Planning, Program Management, FMLA, Internet Recruiting, New Hire Orientations, Organizational..., College Recruiting, Organizational..., Benefits Administration, Change Management, Benefits Negotiation, HR Policies, Succession Planning, Payroll, Team Building, Labor Relations, Budgets, Conflict Resolution, Career Development, Analysis, Strategy, Management
Education
California State University-Sacramento
B.A., Psychology
POS Portal June 2013 - Present
POS Portal November 2006 - June 2013
Kimley-Horn & Associates 2006 - 2006
Macias Gini O'Connel 2005 - 2006
Watermark Financial Partners 2003 - 2005
Budget Truck Headquarters 2003 - 2003
Skills
Employee Relations, Human Resources, Performance Management, Employee Benefits, HRIS, Onboarding, Talent Acquisition, Workforce Planning, Talent Management, Applicant Tracking..., Leadership, SPHR, Policy, Interviews, Employee Engagement, Personnel Management, Technical Recruiting, Recruiting, Training, Strategic Planning, Program Management, FMLA, Internet Recruiting, New Hire Orientations, Organizational..., College Recruiting, Organizational..., Benefits Administration, Change Management, Benefits Negotiation, HR Policies, Succession Planning, Payroll, Team Building, Labor Relations, Budgets, Conflict Resolution, Career Development, Analysis, Strategy, Management
Education
California State University-Sacramento
B.A., Psychology
Scott Kolble Scott Kolble's Watermark Financial Partners Experience 2002 - 2005
Job Owner at Hand & Stone Massage and Facial Spa Northfield Stapleton
Industry Health, Wellness and Fitness
Experience
Hand & Stone Massage and Facial Spa - Northfield Stapleton September 2014 - Present
Motivity Solutions April 2012 - November 2014
ThyssenKrupp Elevator July 2007 - March 2012
Transamerica January 2005 - March 2007
Watermark Financial Partners 2002 - 2005
Skills
Sales, Management, Sales Management, Contract Negotiation, Contract Management, Direct Sales, Business Travel, Customer Retention, Building Relationships, Sales Presentations, Technical Presentations, Group Presentations, Customer Presentations, Marketing Communications, Account Management, Business Development, Selling, New Business Development, Lead Generation, Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Negotiation, Business Intelligence, Leadership, Customer Service, Strategic Planning
Education
New Mexico State University 1995 — 1999
Bachelor, Finance
Hand & Stone Massage and Facial Spa - Northfield Stapleton September 2014 - Present
Motivity Solutions April 2012 - November 2014
ThyssenKrupp Elevator July 2007 - March 2012
Transamerica January 2005 - March 2007
Watermark Financial Partners 2002 - 2005
Skills
Sales, Management, Sales Management, Contract Negotiation, Contract Management, Direct Sales, Business Travel, Customer Retention, Building Relationships, Sales Presentations, Technical Presentations, Group Presentations, Customer Presentations, Marketing Communications, Account Management, Business Development, Selling, New Business Development, Lead Generation, Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Negotiation, Business Intelligence, Leadership, Customer Service, Strategic Planning
Education
New Mexico State University 1995 — 1999
Bachelor, Finance
Bethany (DeLaTorre) Miller's Watermark Financial Partners Experience January 2003 - February 2005
Job Sales/Business Development
Industry Financial Services
Experience
Cook Street Consulting, Inc. October 2014 - Present
Citywide Home Loans March 2012 - October 2014
Right Management August 2010 - June 2011
Watermark Financial Partners January 2003 - February 2005
Skills
Sales, Project Management, New Business Development, Mortgage Lending, Strategy, Customer Service, Executive Management, Business Development, Office Management, Marketing Strategy, Marketing, Communication, Networking, Business Process..., Team Building, Team Motivation, Leadership, Management, Strategic Planning
Education
Regis University
BS, Business Administration and Management, General
Cook Street Consulting, Inc. October 2014 - Present
Citywide Home Loans March 2012 - October 2014
Right Management August 2010 - June 2011
Watermark Financial Partners January 2003 - February 2005
Skills
Sales, Project Management, New Business Development, Mortgage Lending, Strategy, Customer Service, Executive Management, Business Development, Office Management, Marketing Strategy, Marketing, Communication, Networking, Business Process..., Team Building, Team Motivation, Leadership, Management, Strategic Planning
Education
Regis University
BS, Business Administration and Management, General
Ricci Bickling Ricci Bickling's Watermark Financial Partners Experience 2002 - 2003
Job Quality Improvement Spc at Aspen Internal Medicine Consultants
Industry Executive Office
Experience
Aspen Internal Medicine Consultants August 2013 - Present
Sullivan Water 2011 - Present
Specialty Tile and Remodeling 2005 - 2011
First Horizon Home Loans 2003 - 2005
Watermark Financial Partners 2002 - 2003
Neodata/Centrobe/EDS 1992 - 2002
Skills
Refinance, Strategic Planning, New Business Development, USDA, FHA, Financial Analysis, Marketing Strategy, Loans, Mortgage Lending, Account Management
Education
Monmouth College
Aspen Internal Medicine Consultants August 2013 - Present
Sullivan Water 2011 - Present
Specialty Tile and Remodeling 2005 - 2011
First Horizon Home Loans 2003 - 2005
Watermark Financial Partners 2002 - 2003
Neodata/Centrobe/EDS 1992 - 2002
Skills
Refinance, Strategic Planning, New Business Development, USDA, FHA, Financial Analysis, Marketing Strategy, Loans, Mortgage Lending, Account Management
Education
Monmouth College
T. Paul Johnson T. Paul Johnson's Watermark Financial Partners Experience November 2001 - November 2005
Job Director of Marketing at Motivity Solutions
Industry Marketing and Advertising
Experience
Motivity Solutions January 2012 - Present
Organnix LLC 2010 - Present
Assurity Financial Services March 2006 - February 2010
Watermark Financial Partners November 2001 - November 2005
Alamo/National Car Rental (ANC Rental Corporation) May 2001 - November 2001
Charles Schwab January 2000 - May 2001
Skills
Lead Generation, Email Marketing, Team Leadership, Market Analysis, Strategy, Web Marketing, Direct Marketing, SEO, Keyword Research, Landing Page..., Corporate Branding, Marketing Communications, Online Marketing, Online Advertising, Marketing Strategy, Social Networking, Management, Analytics, Leadership, Brand Development, Digital Strategy, Marketing, Social Media Marketing, Digital Marketing, Marketing Management, PPC, Strategic Partnerships, E-commerce, Customer Acquisition, B2B, Multi-channel Marketing, Mobile Marketing, B2B Marketing, Reputation Marketing, Web Design, Online Lead Generation, SEM, Google Adwords, Web Analytics, Online Reputation..., Google Analytics, Advertising, CRM, Integrated Marketing, Project Management
Education
Colorado Christian University 2008 — 2010
Masters in Business (MBA)
Colorado State University 1993 — 1998
Bachelor of Business Administration (BBA), Finance / Real Estate
Motivity Solutions January 2012 - Present
Organnix LLC 2010 - Present
Assurity Financial Services March 2006 - February 2010
Watermark Financial Partners November 2001 - November 2005
Alamo/National Car Rental (ANC Rental Corporation) May 2001 - November 2001
Charles Schwab January 2000 - May 2001
Skills
Lead Generation, Email Marketing, Team Leadership, Market Analysis, Strategy, Web Marketing, Direct Marketing, SEO, Keyword Research, Landing Page..., Corporate Branding, Marketing Communications, Online Marketing, Online Advertising, Marketing Strategy, Social Networking, Management, Analytics, Leadership, Brand Development, Digital Strategy, Marketing, Social Media Marketing, Digital Marketing, Marketing Management, PPC, Strategic Partnerships, E-commerce, Customer Acquisition, B2B, Multi-channel Marketing, Mobile Marketing, B2B Marketing, Reputation Marketing, Web Design, Online Lead Generation, SEM, Google Adwords, Web Analytics, Online Reputation..., Google Analytics, Advertising, CRM, Integrated Marketing, Project Management
Education
Colorado Christian University 2008 — 2010
Masters in Business (MBA)
Colorado State University 1993 — 1998
Bachelor of Business Administration (BBA), Finance / Real Estate
John William Buckner John William Buckner's Watermark Financial Partners Experience May 2000 - May 2006
Job Information & Communication Technologist with Account, Product and Project Management Experience
Industry Information Technology and Services
Experience
Four Winds Interactive May 2014 - Present
Four Winds Interactive April 2012 - May 2014
Apple Inc. April 2010 - April 2012
Elevation Ink, LLC November 2008 - September 2010
Abbott February 2008 - November 2008
McClain Finlon Advertising August 2007 - February 2008
Speciality Sports Venture June 2006 - August 2007
Watermark Financial Partners May 2000 - May 2006
Potlatch Corporation August 1998 - May 2000
Gilbert Paper - A Mead Company July 1997 - July 1998
Skills
Social Media, OS X, Sales, Mac OS X, Windows, Salesforce.com, Project Management, Leadership, Business Planning, CRM, Customer Service, Email Marketing, Enterprise Software, Event Planning, Management, Marketing, Online Advertising, Product Management, Public Speaking, Social Media Marketing, Social Networking, Team Leadership, Time Management, Training, Account Management, Advertising, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Program Management, Product Marketing, Start-ups, Microsoft Office, Customer Engagement
Education
University of Colorado, Boulder - College of Engineering and Applied Science 2012 — 2015
Master of Science (M.S.), Information and Communication Technology for Development, 4.0
Hampton University 1992 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies
Four Winds Interactive May 2014 - Present
Four Winds Interactive April 2012 - May 2014
Apple Inc. April 2010 - April 2012
Elevation Ink, LLC November 2008 - September 2010
Abbott February 2008 - November 2008
McClain Finlon Advertising August 2007 - February 2008
Speciality Sports Venture June 2006 - August 2007
Watermark Financial Partners May 2000 - May 2006
Potlatch Corporation August 1998 - May 2000
Gilbert Paper - A Mead Company July 1997 - July 1998
Skills
Social Media, OS X, Sales, Mac OS X, Windows, Salesforce.com, Project Management, Leadership, Business Planning, CRM, Customer Service, Email Marketing, Enterprise Software, Event Planning, Management, Marketing, Online Advertising, Product Management, Public Speaking, Social Media Marketing, Social Networking, Team Leadership, Time Management, Training, Account Management, Advertising, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Program Management, Product Marketing, Start-ups, Microsoft Office, Customer Engagement
Education
University of Colorado, Boulder - College of Engineering and Applied Science 2012 — 2015
Master of Science (M.S.), Information and Communication Technology for Development, 4.0
Hampton University 1992 — 1995
Bachelor of Arts (BA), Mass Communication/Media Studies
Jenn Fossee Jenn Fossee's Watermark Financial Partners Experience January 2002 - May 2005
Job God can do amazing things when you trust Him enough and raise your hand to say pick me!
Industry Nonprofit Organization Management
Experience
North Way Sewickley Valley Christian Community Church March 2015 - Present
HALO Branded Solutions January 2011 - Present
Looking for The Next Big Adventure April 2014 - March 2015
Clear Channel Radio April 2013 - April 2014
Loudmouth Media May 2011 - April 2013
Entercom February 2008 - June 2010
Clear Channel Radio January 2007 - February 2008
Watermark Financial Partners January 2002 - May 2005
KUSA-TV 2000 - 2001
Clear Channel Radio January 1995 - January 2000
Skills
Advertising, Advertising Sales, Publishing, Radio Advertising, Social Networking, Radio, Direct Mail, Social Media Marketing, Copywriting, Event Planning, Integrated Marketing, New Business Development, Social Media, Broadcast, Account Management, Online Advertising, Leadership, Direct Marketing, Marketing, Sales Management, Email Marketing, Digital Marketing, Lead Generation, Brand Development, Marketing Communications, Trade Shows, Digital Media, Online Marketing, Sales, Sponsorship, Marketing Strategy, Public Relations, Facebook
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Quaker Valley High School
North Way Sewickley Valley Christian Community Church March 2015 - Present
HALO Branded Solutions January 2011 - Present
Looking for The Next Big Adventure April 2014 - March 2015
Clear Channel Radio April 2013 - April 2014
Loudmouth Media May 2011 - April 2013
Entercom February 2008 - June 2010
Clear Channel Radio January 2007 - February 2008
Watermark Financial Partners January 2002 - May 2005
KUSA-TV 2000 - 2001
Clear Channel Radio January 1995 - January 2000
Skills
Advertising, Advertising Sales, Publishing, Radio Advertising, Social Networking, Radio, Direct Mail, Social Media Marketing, Copywriting, Event Planning, Integrated Marketing, New Business Development, Social Media, Broadcast, Account Management, Online Advertising, Leadership, Direct Marketing, Marketing, Sales Management, Email Marketing, Digital Marketing, Lead Generation, Brand Development, Marketing Communications, Trade Shows, Digital Media, Online Marketing, Sales, Sponsorship, Marketing Strategy, Public Relations, Facebook
Education
Colorado State University 1989 — 1993
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Quaker Valley High School
Stacey Baumgard Stacey Baumgard's Watermark Financial Partners Experience July 2003 - August 2005
Job DE/SAR underwriter at Primary Residential Mortgage Inc
Industry Banking
Experience
Primary Residential Mortgage March 2015 - Present
Prime Mortgage Lending, Inc. January 2014 - February 2015
SunTrust Mortgage July 2011 - January 2014
Bank of America July 2009 - July 2011
First Flight Federal Credit Union May 2007 - April 2009
American Home Funding September 2005 - May 2007
Watermark Financial Partners July 2003 - August 2005
Skills
Mortgage Underwriting, Mortgage Processing, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, VA loans, Residential Mortgages, FHA financing, USDA, Government Loans, Loan Origination, VA Loans, Credit Analysis, Underwriting, First Time Home Buyers, Investment Properties, Real Estate, FHA Financing
Education
Arapahoe Community College 1999 — 2002
Associates of Applied Science, Paralegal Studies
Primary Residential Mortgage March 2015 - Present
Prime Mortgage Lending, Inc. January 2014 - February 2015
SunTrust Mortgage July 2011 - January 2014
Bank of America July 2009 - July 2011
First Flight Federal Credit Union May 2007 - April 2009
American Home Funding September 2005 - May 2007
Watermark Financial Partners July 2003 - August 2005
Skills
Mortgage Underwriting, Mortgage Processing, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, VA loans, Residential Mortgages, FHA financing, USDA, Government Loans, Loan Origination, VA Loans, Credit Analysis, Underwriting, First Time Home Buyers, Investment Properties, Real Estate, FHA Financing
Education
Arapahoe Community College 1999 — 2002
Associates of Applied Science, Paralegal Studies
Holly B. Adams Holly B. Adams's Watermark Financial Partners Experience February 2005 - July 2005
Job Sr. Publisher Advocate at sovrn Holdings, Inc.
Industry Marketing and Advertising
Experience
sovrn Holdings, Inc. January 2015 - June 2015
Amadeus Consulting January 2014 - January 2015
CarePilot September 2013 - December 2013
Pfizer July 2006 - June 2012
Watermark Financial Partners February 2005 - July 2005
Watermark Financial Partners December 2004 - February 2005
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Medical Home, Sales Management, Management, Marketing, Yin Yoga, Vinyasa, Key Account Management, Customer Service, Product Launch, Training, Sales, Market Analysis, Networking, Sales Effectiveness, Market Planning, Competitive Analysis, Marketing Management, Selling Skills, Cross-functional Team..., Healthcare, Managed Care, Sales Operations, Selling, Sales Presentations, Market Development, Sales Process, Sales Force Development, CRM
Education
University of Denver
Bachelor of Science Business Administration, Marketing, 3.6
Marylhurst University 2009 — 2011
Master of Business Administration (MBA), Sustainable Business, 3.7
sovrn Holdings, Inc. January 2015 - June 2015
Amadeus Consulting January 2014 - January 2015
CarePilot September 2013 - December 2013
Pfizer July 2006 - June 2012
Watermark Financial Partners February 2005 - July 2005
Watermark Financial Partners December 2004 - February 2005
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Medical Home, Sales Management, Management, Marketing, Yin Yoga, Vinyasa, Key Account Management, Customer Service, Product Launch, Training, Sales, Market Analysis, Networking, Sales Effectiveness, Market Planning, Competitive Analysis, Marketing Management, Selling Skills, Cross-functional Team..., Healthcare, Managed Care, Sales Operations, Selling, Sales Presentations, Market Development, Sales Process, Sales Force Development, CRM
Education
University of Denver
Bachelor of Science Business Administration, Marketing, 3.6
Marylhurst University 2009 — 2011
Master of Business Administration (MBA), Sustainable Business, 3.7
Janie Harvey Janie Harvey's Watermark Financial Partners Experience January 1994 - December 1998
Job Certified Academic Language Therapist / Literacy Specialist
Industry
Experience
SkyView Academy August 2010 - Present
North Star Academy August 2006 - May 2010
Donna Baldwin Talent Agency March 1996 - January 2004
Watermark Financial Partners January 1994 - December 1998
Skills
Literacy, Classroom Management, Teacher Training, Educational Technology, Educational Leadership, Classroom, Dyslexia Therapy, Student advocacy, Research, Fundraising
Education
Colorado College 2012 — 2014
MA, Education; Reading Specialist
Colorado State University 1985 — 1989
B.A., Technical Journalism
SkyView Academy August 2010 - Present
North Star Academy August 2006 - May 2010
Donna Baldwin Talent Agency March 1996 - January 2004
Watermark Financial Partners January 1994 - December 1998
Skills
Literacy, Classroom Management, Teacher Training, Educational Technology, Educational Leadership, Classroom, Dyslexia Therapy, Student advocacy, Research, Fundraising
Education
Colorado College 2012 — 2014
MA, Education; Reading Specialist
Colorado State University 1985 — 1989
B.A., Technical Journalism
Diane Rooney Diane Rooney's Watermark Financial Partners Experience April 2002 - January 2005
Job owner/esthetician at Bella Theory
Industry Cosmetics
Experience
Bella Theory Operations Manager- Denver BranchAccess National MortgageJanuary 2005 - October 2012
Watermark Financial Partners April 2002 - January 2005
Education
University of Colorado Boulder
Bella Theory Operations Manager- Denver BranchAccess National MortgageJanuary 2005 - October 2012
Watermark Financial Partners April 2002 - January 2005
Education
University of Colorado Boulder
Bhu Virdi's Watermark Financial Partners Experience May 2003 - November 2005
Job Sr. Sales Engineer at ViaWest
Industry Information Technology and Services
Experience
ViaWest March 2012 - Present
ZOLL Medical Corporation November 2005 - March 2012
Watermark Financial Partners May 2003 - November 2005
Watermark Financial 2003 - 2005
Openwave May 2001 - May 2003
eonBusiness 2001 - 2001
Skills
Cloud Computing, Virtualization, VMware, Microsoft SQL Server, Data Center, Disaster Recovery, Firewalls, ITIL, SharePoint, Integration, SaaS, Cisco Technologies, NetApp, Active Directory, Windows, Networking, Servers, Security, Windows Server, Hardware, VMware ESX, Managed Services, Storage, VoIP, TCP/IP, WAN, Network Security, IT Management, System Deployment, Network Architecture, SAN, Storage Area Networks, Professional Services, Switches, Enterprise Software, Technical Support, LAN-WAN, Network Design, Operating Systems, Juniper
Education
Boston University - School of Management 1998 — 2000
MS, Computer Information Systems
Boston University - School of Management 1997 — 1999
MS, Business Administratotion
University of Colorado at Boulder 1990 — 1995
Bachelor's degree, Kinesiology
ViaWest March 2012 - Present
ZOLL Medical Corporation November 2005 - March 2012
Watermark Financial Partners May 2003 - November 2005
Watermark Financial 2003 - 2005
Openwave May 2001 - May 2003
eonBusiness 2001 - 2001
Skills
Cloud Computing, Virtualization, VMware, Microsoft SQL Server, Data Center, Disaster Recovery, Firewalls, ITIL, SharePoint, Integration, SaaS, Cisco Technologies, NetApp, Active Directory, Windows, Networking, Servers, Security, Windows Server, Hardware, VMware ESX, Managed Services, Storage, VoIP, TCP/IP, WAN, Network Security, IT Management, System Deployment, Network Architecture, SAN, Storage Area Networks, Professional Services, Switches, Enterprise Software, Technical Support, LAN-WAN, Network Design, Operating Systems, Juniper
Education
Boston University - School of Management 1998 — 2000
MS, Computer Information Systems
Boston University - School of Management 1997 — 1999
MS, Business Administratotion
University of Colorado at Boulder 1990 — 1995
Bachelor's degree, Kinesiology
Kris Zwiezen (Logan)'s Watermark Financial Partners Experience 2000 - 2003
Job DE/SAR Underwriter at Affiliated Financial Group a division of Goldwater Bank
Industry Banking
Experience
Affiliated Financial Group a division of Goldwater Bank, N.A. May 2014 - Present
MidAmerica Mortgage, Inc October 2012 - January 2014
Chase Home Lending March 2010 - October 2012
Mortgage Solutions of Colorado June 2009 - February 2010
Assurity Financial Services March 2008 - June 2009
Aurora Loan Services February 2007 - February 2008
PHM Financial Services November 2003 - January 2007
Watermark Financial Partners 2000 - 2003
Overlake Mortgage 1998 - 2000
Skills
FHA DE, Notary Public, FHA, Loans, Underwriting, Mortgage Lending, Refinance, Mortgage Banking, Credit, Residential Mortgages, Credit Analysis, Investment Properties, Banking, Due Diligence, Risk Management, Financial Analysis, Management, Credit Risk, Finance, Financial Risk, Loss Mitigation, Leadership, Consumer Lending, Mortgage Underwriting, FHA financing, USDA, VA Loans, Real Estate, FHA Financing
Education
La Salle University 1989 — 1993
Bachelor of Science, Accounting
Affiliated Financial Group a division of Goldwater Bank, N.A. May 2014 - Present
MidAmerica Mortgage, Inc October 2012 - January 2014
Chase Home Lending March 2010 - October 2012
Mortgage Solutions of Colorado June 2009 - February 2010
Assurity Financial Services March 2008 - June 2009
Aurora Loan Services February 2007 - February 2008
PHM Financial Services November 2003 - January 2007
Watermark Financial Partners 2000 - 2003
Overlake Mortgage 1998 - 2000
Skills
FHA DE, Notary Public, FHA, Loans, Underwriting, Mortgage Lending, Refinance, Mortgage Banking, Credit, Residential Mortgages, Credit Analysis, Investment Properties, Banking, Due Diligence, Risk Management, Financial Analysis, Management, Credit Risk, Finance, Financial Risk, Loss Mitigation, Leadership, Consumer Lending, Mortgage Underwriting, FHA financing, USDA, VA Loans, Real Estate, FHA Financing
Education
La Salle University 1989 — 1993
Bachelor of Science, Accounting
Kerry Caldwell's Watermark Financial Partners Experience 1997 - 2004
Job Regional Director Western US, at Motivity Solutions
Industry Computer Software
Experience
Motivity Solutions February 2013 - Present
Spaulding Companies March 2010 - March 2013
Access National Mortgage April 2009 - February 2013
Chase Home Finance May 2005 - April 2007
Watermark Financial Partners 1997 - 2004
Skills
Leadership Development, Team Building, Strategic Planning, Mortgage Lending, Sales, Sales Management, FHA, Business Development, Investment Properties, Coaching, Mortgage Banking, Loans, Refinance, Negotiation, Leadership, New Business Development, Process Improvement, Strategic Partnerships, Executive Coaching, Business Intelligence, Marketing, Management, Selling, Risk Management, Enterprise Software, Consulting, Salesforce.com
Education
University of Arizona
BSBA, Operations Management
Motivity Solutions February 2013 - Present
Spaulding Companies March 2010 - March 2013
Access National Mortgage April 2009 - February 2013
Chase Home Finance May 2005 - April 2007
Watermark Financial Partners 1997 - 2004
Skills
Leadership Development, Team Building, Strategic Planning, Mortgage Lending, Sales, Sales Management, FHA, Business Development, Investment Properties, Coaching, Mortgage Banking, Loans, Refinance, Negotiation, Leadership, New Business Development, Process Improvement, Strategic Partnerships, Executive Coaching, Business Intelligence, Marketing, Management, Selling, Risk Management, Enterprise Software, Consulting, Salesforce.com
Education
University of Arizona
BSBA, Operations Management
Jon Maynell's Watermark Financial Partners Experience November 2001 - July 2006
Job Vice President of Client Services at Motivity Solutions
Industry Financial Services
Experience
Motivity Solutions September 2014 - Present
Lite Machines Corporation August 2006 - October 2012
Watermark Financial Partners November 2001 - July 2006
3t Systems September 2000 - November 2001
Interlinq Software Corporation September 1998 - September 2000
J.D. Edwards June 1996 - September 1998
FormAtion Technologies, Inc. February 1992 - June 1996
Skills
Mortgage Lending, Marketing Communications, Business Writing, Project Management, Grant Writing, Public Speaking, Public Relations, Client Relations, Marketing Strategy, Sales Strategy, Speech Writing, Sales Presentations, Technical Sales..., Pre-Sales Technical..., Congressional Lobbying, Defense Contracting, Government Contracting, Federal Government, Defense Technology, Robotics, Unmanned Vehicles, Manufacturing, Materials, Management
Education
University of Colorado Boulder
BM
Motivity Solutions September 2014 - Present
Lite Machines Corporation August 2006 - October 2012
Watermark Financial Partners November 2001 - July 2006
3t Systems September 2000 - November 2001
Interlinq Software Corporation September 1998 - September 2000
J.D. Edwards June 1996 - September 1998
FormAtion Technologies, Inc. February 1992 - June 1996
Skills
Mortgage Lending, Marketing Communications, Business Writing, Project Management, Grant Writing, Public Speaking, Public Relations, Client Relations, Marketing Strategy, Sales Strategy, Speech Writing, Sales Presentations, Technical Sales..., Pre-Sales Technical..., Congressional Lobbying, Defense Contracting, Government Contracting, Federal Government, Defense Technology, Robotics, Unmanned Vehicles, Manufacturing, Materials, Management
Education
University of Colorado Boulder
BM
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY