Westlake Financial Services
Industry: Company
DescriptionFounded: 1978 Parent organization: Hankey Group Subsidiaries: C. U. Leasing Corp., Western Funding, Inc.,
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Westlake Financial Services Employees
Westlake Financial Services September 2013 - Present
Nordstrom July 2008 - August 2013
Shutters on the Beach February 2006 - May 2008
Nordstrom March 2006 - February 2007
Nordstrom February 2004 - March 2006
Nordstrom December 1992 - February 2006
Skills
Inventory Management, Employee Training, Team Building, Coaching, Leadership Development, Performance Management, Microsoft Word, Microsoft Excel, Operations Management, Project Management, Interviews, Networking, PowerPoint, Microsoft Office, Outlook, Customer Service, Sales, Training, Market Research, Marketing Strategy, Direct Sales, Budgets, Management, Retail, Recruiting, Human Resources, Time Management, Merchandising, Teamwork, Cold Calling, Store Management, Hiring, Strategic Planning, Hospitality, Retail Sales, Telephone Skills, Conflict Resolution, Profit, Leadership, Sales Management, Customer Retention, Inventory Control, Customer Satisfaction, Strategy, Negotiation
Education
University of Phoenix 2008 — 2012
Master of Business Administration (MBA), Business/Human Resources
University of Phoenix 2008 — 2012
Master of Business Administration (MBA), Business Management/Human Resources
Attended Los Angeles Valley Community College 1992 — 2000
Associates Degree, Criminal Justice and Corrections
Kilroy Realty Corporation April 2015 - Present
Gibson, Dunn & Crutcher LLP May 2014 - March 2015
Landmark Dividend September 2013 - December 2013
Westlake Financial Services May 2013 - August 2013
UBS December 2012 - May 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Wealth Management, Microsoft Excel, Due Diligence, Asset Management, PowerPoint, Microsoft Office, Accounting, Data Analysis, Microsoft Word, Financial Accounting, Leadership, Marketing, Customer Service, Business Strategy, Portfolio Management
Education
University of Southern California 2010 — 2014
Bachelor's degree, Economics
University of Southern California 2010 — 2014
Economics, Finance, General
Westlake Financial Services November 2014 - Present
Westlake Financial Services June 2014 - October 2014
Alpha Media LLC January 2014 - May 2014
Bank of China, Panama Branch July 2013 - August 2013
University of Southern California March 2013 - April 2013
University of Southern California November 2012 - December 2012
Career Improvement Center 2009 - 2012
China Merchants Securities Co., Ltd. August 2011 - September 2011
Skills
Risk Management, Quantitative Analytics, VBA, SQL, SAS, Financial Analysis, Financial Modeling, Valuation, Financial Statement..., Microsoft Excel, Finance, C++, Java, SPSS, Access, Due Diligence, Economics, Stochastic Simulation, Monte Carlo Simulation, Corporate Finance, Data Analysis, Regression Analysis, Microsoft Office, Microsoft Word, PowerPoint, Statistics
Education
University of Southern California 2012 — 2014
Master of Science (MS)
Xiamen University 2008 — 2012
Bachelor of Science (B.S.)
Westlake Financial Services May 2014 - Present
Condor Capital Corporation July 2013 - March 2014
Quest Auto Sales February 2013 - July 2013
Performance Chrysler Dodge Ram Jeep June 2012 - January 2013
Schrier Automotive January 2009 - June 2012
Fireside Bank June 2006 - November 2008
Superior Honda of Omaha June 2005 - June 2006
Household Finance February 2002 - June 2005
Schrier Ford & Mazda March 1997 - January 2002
Skills
Credit, Sales Management, Strategic Planning, Loans, Customer Satisfaction, Account Management, Sales, Negotiation, Finance, Business Development, Relationship Management, Customer Service, Risk Management, New Business Development, Banking, Recruiting, Leadership, Employee Relations, Team Building, Cold Calling, Financial Analysis, Call Centers, Customer Retention, Selling, Insurance, Forecasting, Retail, Training, Management, Analysis, Strategy, Human Resources, Vendor Management, CRM, Process Improvement, Coaching, Sales Operations, Marketing, Contract Negotiation, Budgets, Salesforce.com, Automotive, Automobile, Executive Management, Operations Management, Vehicles, Profit, Sales Process, Dealers, Portfolio Management
Education
Randall Real Estate School 2003 — 2003
Real Estate
University of Nebraska at Omaha 1990 — 1992
Business
SEIU November 2012 - September 2013
Westlake Financial Services January 2012 - April 2012
UCSB History Club September 2010 - June 2011
West Los Angeles College September 2008 - May 2009
Skills
Research, Microsoft Office, Writing, Public Speaking, Editing, Teaching, Event Planning, GOTV, Healthcare, Grassroots Organizing, Public Policy, Globalization
Education
UC Santa Barbara 2009 — 2011
B.A., History
West Los Angeles College 2006 — 2009
History
Westlake Financial Services February 2014 - December 2014
Westlake Financial Services September 2013 - February 2014
Admedia June 2013 - August 2013
Ameriprise Financial Services, Inc. June 2012 - April 2013
Midwest Sound DJ Entertainment June 2011 - June 2012
Allied Integrated Marketing January 2011 - June 2012
The Minnesota Daily August 2010 - February 2011
Teemaster.com September 2006 - August 2010
Skills
Investments, Cash Flow Management..., Marketing Communications, Online Marketing, SEO, PPC Bid Management, Social Media Marketing, Conversion Optimization, Mobile Marketing, Media Sales, Publicity, Facebook, CRM, Marketing, Advertising, Social Media, Retirement Planning, YouTube, Copywriting, Digital Strategy, Digital Marketing, Content Strategy, Event Planning, SEM, Social Media Measurement, Event Management, Integrated Marketing, Social Networking, Strategic Communications, Interactive Marketing, Online Advertising, Web Content Management, Email Marketing, Public Relations, Media Planning, Digital Media, Media Relations, Google Analytics, Sales, Direct Marketing, Lead Generation, PPC, E-commerce, B2B
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelors, Communication Studies
Carlson School of Management 2008 — 2012
Management Minor
Westlake Financial Services August 2014 - Present
Florida Atlantic University January 2013 - May 2014
Kimball Political Consulting May 2013 - October 2013
Dawson James Securities July 2011 - March 2012
Skills
Financial Analysis, Investment Banking, Finance, Econometric Modeling, Statistical Modeling, Stata, Research, CRM, Microsoft Excel, Statistical Data..., Artificial Neural..., SAS, Microsoft SQL Server, MySQL, VBA, Series 7, Series 63, Weka, Microsoft Word, Financial Modeling, Consulting, Teaching, Bilingual -..., Data Analysis, PowerPoint
Education
Florida Atlantic University 2013 — 2014
Master of Science (MS), Economics, 4.0 GPA
University of Colorado Boulder - Leeds School of Business 2008 — 2011
B.S, Business Administration; Finance, 3.52 GPA
Pompano Beach High School
Einstein Medical May 2015 - Present
Green Dream Clothing Co. January 2013 - Present
Westcott Mazda August 2014 - May 2015
Westlake Financial Services June 2013 - August 2014
DML.FM September 2012 - May 2013
University of Idaho August 2008 - May 2013
Bed Bath & Beyond December 2010 - April 2013
Vandal Connect March 2009 - January 2010
Skills
Social Media, Marketing, Customer Service, Sales, Facebook, Fundraising, Market Research, Advertising, Time Management, Management, Microsoft Office, Social Networking, Account Management, Event Planning, Social Media Marketing, Retail, Microsoft Word, PowerPoint, Marketing Communications, Microsoft Excel, Public Relations, Marketing Strategy, Public Speaking, Outlook, Microsoft Publisher, SharePoint, Press Releases, Customer Retention, Team Leadership, Data Analysis, Email Marketing, Customer Satisfaction, Analysis, Teamwork, Sales Management, Automotive, Sales Presentations, Outside Sales, Finance, Business Strategy, Marketing Research, Training, Online Marketing, Auto Finance, Sales Prospecting, Communication, Presentations, Promotions, Mazda
Education
University of Idaho 2008 — 2013
Bachelor of Science (B.S.), Marketing
ONEflight International May 2015 - Present
Weinstein Consulting January 2013 - Present
Westlake Financial Services January 2011 - January 2013
JP Morgan Chase May 2007 - February 2010
USBancorp Investments and Insurance May 2003 - May 2007
Weather Guard September 1998 - February 2003
Skills
Business Development, Sales, Sales Management, Management, Financial Analysis, Team Leadership, Market Analysis, Process Improvement, Cloud Computing, Cloud Security, Penetration Testing, SQL Injection, Firewalls, Antivirus, Malware Analysis, Intrusion Detection, Host Intrusion..., Red Team Testing, Big Data, SIEM
Education
University of Cincinnati College of Business 1998 — 2002
BBA, Finance, Real Estate
Westlake Financial Services July 2003 - Present
Charly's Auto Sales April 1998 - July 2003
Skills
Customer Retention, Credit, Consumer Lending, Loans, Credit Analysis, Dealers, Finance, Sales, Sales Operations, Automotive, Training, Marketing, Profit, Retail, Funding
Education
University of Phoenix 2013 — 2017
Bachelor of Business Administration (BBA), Business with a concentration in Finance
Cholla High School 1988 — 1992
High School Diploma
Westlake Financial Services July 2015 - Present
Westlake Financial Services July 2013 - Present
Westlake Financial Services October 2009 - July 2013
Skills
Credit, Credit Analysis, Loans, Credit Risk, Finance, Portfolio Management, Consumer Lending, Underwriting, Account Management, Sales Management, Customer Retention, Sales Process
Education
University of North Alabama
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
KID-FIT P.E. Classes for Preschoolers July 2012 - Present
Westlake Financial Services January 2011 - June 2012
City of Los Angeles January 2009 - January 2011
Skills
Corporate Finance, Customer Satisfaction, Sales, Office Administration, Fitness, Marketing Communications, Early Childhood...
Education
University of Phoenix
Accenture March 2015 - Present
Tata Consultancy Services April 2014 - January 2015
Course Hero, Inc. August 2012 - September 2013
New York Life Insurance Company March 2013 - July 2013
Westlake Financial Services May 2012 - August 2012
Joy Chen March 2012 - June 2012
Citi May 2011 - August 2011
JETRO May 2010 - August 2010
Skills
Microsoft Office, Matlab, SQL, JavaScript, HTML, Data Analysis, SWOT analysis, Global Business..., Social Networking, Leadership, Multi-cultural team...
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Computational and Applied Mathematics, Senior
Disability May 2014 - Present
Westlake Financial Services May 2012 - December 2013
Bank of America September 1999 - May 2011
Vengroff, Williams & Associates October 1997 - August 1999
Leibowitz & Constantino September 1996 - October 1997
Skills
Customer Relations, Financial Reporting, Billing, Statistics, Process Engineering, Telephone Skills, Fraud, Coaching, Spreadsheets, Accounts Receivable, Call Center, Supervisory Skills, Banking, Customer Service, Call Centers, Leadership, Training, Invoicing, Team Building, Risk Management, Credit Analysis, Finance, Loans, Credit Risk, Credit, Process Improvement
Education
University of Phoenix 2003 — 2005
Business Management, Business Management
Dignified Home Loans, LLC December 2014 - Present
Westlake Financial Services June 2014 - November 2014
PennyMac July 2012 - January 2014
Bank Of America April 2010 - July 2012
Neighborhood Housing Services of America/Just Price Solutions May 2007 - January 2010
H&R Block Mortgage January 2002 - March 2007
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, Risk Management, Leadership, Management, Coaching, Loan Origination, FHA, Finance, Underwriting, Banking, Strategy, Change Management, Training, First Time Home Buyers, Talent Management, Credit Analysis, Strategic Planning, Team Building, Sales, Loss Mitigation, Customer Service, Nonprofits, Sales Management, Team Leadership, USDA, Loan Servicing, Access, Project Management
Education
University of Central Missouri
BS, Industrial Technology
University of Central Missouri
Bachelor of Science (BS)
University of Central Missouri
B.S
Westlake Financial Services December 2013 - Present
Westlake Financial Services May 2011 - Present
Skills
Marketing, Finance, Portfolio Management, Credit, Loans, Account Management, Marketing Communications, Team Building, Sales Management, Negotiation, Business Strategy, Analysis, Financial Analysis, Forecasting
Education
University of Southern California 2008 — 2010
B.S., Political Science
Fashion Institute of Design & Merchandising 2004 — 2007
Associate of Science (A.S.), Industrial and Product Design
Capital One Auto Finance August 2014 - Present
Exeter Finance Corp April 2013 - Present
Westlake Financial Services August 2012 - March 2013
LRMC July 2010 - August 2012
LRMC July 2009 - July 2010
LRMC July 2007 - July 2009
LRMC February 2005 - July 2007
LRMC February 2003 - February 2005
LRMC January 1996 - January 2003
Skills
Project Management, Auditing, Marketing Strategy, Direct Marketing, Business Analysis, Direct Staff Supervision, Developing and..., Legal Compliance, Account Reconciliation, Financial Statement..., Credit Line Reviews, Sales Management, Sales, Auto Finance, Finance, Credit, Management, Leadership, Training, Loans, Call Centers, Portfolio Management, Recruiting, Strategic Planning, Marketing, Business Process..., Insurance, Customer Service, Customer Retention
Education
University of Southern California 1991 — 1994
Master of Business Administration (M.B.A.), Marketing
University of Southern California 1984 — 1988
Bachelor of Business Administration (B.B.A.), Technology Management
Westlake Financial Services June 2013 - Present
City National Bank September 2012 - May 2013
City National Bank May 2012 - August 2012
Skills
Financial Modeling, Credit Risk, Financial Analysis, Portfolio Management, Statistical Modeling, Options, VBA, Investment Banking, Quantitative Analysis, Bloomberg, Credit Analysis, Equity Research, Risk Modeling, Investments, Swaps, Java, Matlab, SAS, Reuters, SQL, R, Tableau, Weka, Scorecard, Predictive Modeling, Python, Machine Learning, Data Mining, Time Series Analysis, BIRT, C, C++, Foreign Exchange, Corporate Finance, Accounting, Technical Analysis, Interest Rate Risk..., Option Pricing Models, Business Valuation, DCF Valuation, Derivatives, Forwards, Stochastic Calculus, Access, Unix, LaTeX, Decision Trees, CART, CHAID, PCA
Education
University of Southern California 2011 — 2013
Master's Degree, Financial Engineering
University of Waterloo 2005 — 2009
Bachelor of Mathematics (B.Math.), Statistics, Applied Mathematics Minor
Amazon July 2014 - Present
Dun & Bradstreet Credibility Corp. September 2013 - May 2014
Westlake Financial Services May 2013 - August 2013
Tata Institute of Fundamental Research July 2011 - May 2012
Skills
Java, MySQL, JavaScript, PHP, JSON, CSS, XML, Ruby, Ruby on Rails, Web Services, C, HTML, Atlassian JIRA, SASS, Zend Framework, GNU C, Fisheye, Jenkins, BDD, Behavior Driven..., Test Automation, Selenium Testing, JBehave, HAR Reporting, JMeter, Ant, HTTP, Regression Testing, Test Planning, XML Schema, Maven, Selenium, Behat, CodeIgniter
Education
University of Southern California 2012 — 2014
Master's Degree, Computer Science
University of Mumbai(M.H. Saboo Siddik College of Engineering) 2008 — 2012
Bachelor of Engineering (BE), Information Technology, 74
Kischinchand Chellaram College 2006 — 2008
HSC, Science, 87.67
St. Mary's High School (SSC) 1996 — 2006
SSC, 82.4
Westlake Financial Services April 2014 - June 2014
Westlake Financial Services May 2013 - April 2014
Westlake Financial Services August 2012 - May 2013
Westlake Financial Services April 2012 - August 2012
Westlake Financial Services January 2012 - April 2012
omglights.com November 2011 - January 2012
Irvine Swim League (Colony Red Hots) June 2005 - August 2011
Colony Club Association June 2004 - August 2009
Skills
Customer Service, Microsoft Office, Training, Sales, Coaching, Credit, Program Management, Loans, New Business Development, Start-ups, Creative Writing, Teamwork, Critical Research, Research Writing, Mac, Attention To Detail, PC, Cold Calling, Software Sales, Proofreading, Editing
Education
UC Santa Barbara 2007 — 2011
Bachelor’s Degree, History with a minor in English
Woodbridge High School 2003 — 2007
High School
Kaiser Permanente July 2015 - Present
Westlake Financial Services September 2012 - July 2015
Tetra Tech April 2007 - August 2009
BNY Mellon April 2004 - March 2007
Skills
Financial Reporting, Finance, Accounting, Cash Management, Account Reconciliation, General Ledger, Accounts Receivable, Financial Analysis, Accounts Payable, Banking, Treasury, Financial Accounting
Education
University of Southern California
Bachelor of Business Administration (BBA), Corporate Finance and General Financial Management
Westlake Financial Services June 2015 - Present
Westlake Financial Services December 2014 - June 2015
Stevens Creek Hyundai May 2013 - August 2013
Skills
Public Speaking, Social Networking, Social Media, Research, PowerPoint, Microsoft Office, Writing, Interviewing Skills, Cross-cultural..., Organizational..., Audacity, Facebook, Qualitative Research, Time Management, Transcribing, Qualitative &..., Public Relations, Twitter, Press Releases, Crisis Communications, Surveying, Marketing Communications, Editing, Media Relations, Relationship Management, Event Planning, Marketo, Corporate Communications, Copywriting, SEO, Google Adwords
Education
University of San Francisco 2009 — 2014
Bachelor of Arts (B.A.), Communication Studies, Cum Laude
Presentation High School 2005 — 2009
Westlake Financial Services September 2013 - Present
Westlake Financial Services December 2011 - Present
Valley Oaks Orthopedic January 2011 - November 2011
Bank of America, Investor Accounting August 2010 - January 2011
City National Bank June 2008 - May 2010
US Trust, Bank of America, Private Wealth Management January 2007 - June 2008
Mammoth Collections May 2006 - January 2007
Skills
Credit Analysis, Accounts Payable, Loans, Credit, Team Leadership, Portfolio Management, Professional..., Passion for Success, Financial Analysis, Marketing, Customer Service, Customer Retention, Financial Services, CRM, Finance, Sales Management, Risk Management, Sales, Management, Credit Risk, Leadership, Analysis, New Business Development, Underwriting, Banking, Relationship Management, Financial Risk, Investments, Loan Origination, Equities, Time Management, Funding, Customer Satisfaction, Bloomberg, Training, Sales Operations, Networking, Asset Management, Consumer Lending, Call Centers, Process Improvement, Strategic Financial..., Auditing, Negotiation, Loan Servicing, Business Relationship..., Teamwork, Business Strategy, Loss Mitigation, Account Management
Education
University of Phoenix 2008 — 2012
Bachelors, Business Finance
Children's Institute, Inc. (CII) April 2015 - April 2015
Westlake Financial Services April 2015 - April 2015
Ralphs Grocery Company April 2015 - April 2015
Bristol Studios September 2014 - September 2014
PARMA Licensing, LLC January 2014 - April 2014
Stop and Shop June 2013 - August 2013
The Fishmonger Café May 2011 - August 2011
NPR July 2009 - August 2009
Skills
Singing, Music Production, Computer Data Entry, Guitarist, Music, Vocalist, Music Composition, Cash Management, Prose, Writing, Composition, Band, Data Entry, Editing, Guitar, Recording, Choral, Digital Media, Sound, Concerts, Music Industry, Acoustic Guitar, Bass Guitar, Keyboards, Live Sound, Logic Pro, Music Theory, Piano, Audio Editing, Music Licensing, Music Publishing, Pro Tools, Radio, Audio Engineering, Record Labels, Studio Recording, A&R, Audio Post Production, Songwriting, Entertainment, Microsoft Office, Social Networking, Social Media, Microsoft Excel, PowerPoint, Event Planning, Bands
Education
Emerson College Los Angeles 2015 — 2015
None, Networking Strategies for the Entertainment Industry, Pass
University of Massachusetts at Lowell 2009 — 2014
Bachelor of Music, Music Business, 3.3 GPA, graduated Cum Laude
Sturgis Charter Public School 2006 — 2009
International Baccalaureate, General Education, 2.74 GPA
Falmouth High School 2005 — 2006
None, General Education, Freshman in High School
Lawrence Junior High School 2003 — 2005
None, General Education
Morse Pond Middle School 2001 — 2003
None, General Education
Mullen Hall School 1998 — 2001
None, General Education
Waldorf School of Cape Cod 1995 — 1998
None, General Education
Westlake Financial Services May 2012 - Present
Daurden Arts LLC March 2011 - Present
CarMax May 1997 - March 2011
Hooters of America March 1994 - March 1997
Skills
Purchasing Management, Inventory Management, Associate Development, Associate Engagement, Strategic Planning, Problem Solving, Procurement, Sales Support, Auctions, Arbitration, Recruitment/Retention, Merchandising, Cost Control, Product Life Cycle..., Recruiting, Customer Service, Automotive, Sales Process, Cross-functional Team..., Hiring, Store Management, Coaching, Team Building, Customer Retention, Management, Sales, Change Management, Budgets, Training
Education
University of Central Florida 1991 — 1993
Finance
Smarty Media May 2014 - Present
City Loan™ July 2012 - April 2014
Westlake Financial Services® October 2011 - July 2012
Beverly Hills Cosmetic and Reconstructive Dentistry November 2010 - December 2011
Advanced Back Care Technology April 2006 - July 2009
Cardsorcerer Magician supplies February 2003 - December 2006
Tractus Medical Incorporated January 2002 - February 2003
Skills
SEO, PPC, Organic Search, Google Webmaster Tools, Website Conversion, Local Search, Google Analytics, Google Adwords, Google Maps, Conversion Optimization, Photoshop, Photo Editing, Shopping Carts, osCommerce, Magento, SEO copywriting, Keyword Research, Keyword Analysis, Bing, Wordpress, Multivariate Testing, Graphic Design, User Interface, User Interface Design, Social Media Marketing, Direct Marketing, Email Marketing, Landing Page..., Niche Marketing, SSL, Local Marketing, Wordpress Design, Yahoo Search Marketing, CRM, Microsoft CRM, Lead Management, Microsoft Excel, Online Marketing, Online Marketing..., Small Business Online..., Google Adwords..., Marketing, WordPress, Search Analysis, SEM, Lead Generation, B2B Marketing, Web Analytics, Web Design, Online Advertising
Education
University of Miami 1998 — 2002
BA, International Finance and Marketing
University of Westminster 2001 — 2001
study abroad, international marketing
Westlake Financial Services July 2015 - Present
Westlake Financial Services May 2014 - August 2014
NewSpace Global September 2013 - February 2014
University of Rochester January 2013 - December 2013
ClassWish.org May 2013 - July 2013
Bank of China July 2012 - August 2012
Skills
Data Analysis, English, Teaching, Research, Chinese, Economics, Financial Modeling, Nonprofits, SPSS, Microsoft Excel, PowerPoint, Financial Analysis, Statistics, Analysis, Finance, Stata, Microsoft Office, Valuation, Risk Management, Financial Services, Investments, R, Leadership, Corporate Finance, Public Speaking, Portfolio Management, Banking
Education
University of Rochester 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Arts(B.A.), Financial Economics, Applied Mathematics, Statistics
Zhenhai High School of Zhejiang, China 2008 — 2011
Cambridge A-Level, Further Mathematics, Physics, Chemistry, Economics
Progreso Financiero VP of OperationsAuto Finance USAMay 2014 - February 2015
Westlake Financial Services October 2012 - April 2013
NCO Financial Systems August 2010 - September 2012
Capital One June 2006 - August 2010
Skills
Call Center, Financial Services, Credit, Credit Cards, Process Improvement, Risk Management, Loans, Operations Management, Executive Management, Relationship Management, Call Centers, Management, Banking, Leadership, Vendor Management, Credit Risk, Credit Analysis, Loss Mitigation, Portfolio Management, Consumer Lending, Mortgage Lending, Financial Risk, Loan Servicing, Finance, Payments, Underwriting, Financial Analysis, Mortgage Banking, Loan Origination, Customer Retention, Skip Tracing, Cash Management, Analytics
Education
University of Notre Dame 1989 — 1993
BA, Communications
Lotus Communcations Corp. July 2015 - Present
Lotus Communications Corp. April 2014 - July 2015
Westlake Financial Services August 2012 - April 2014
Topia Academy August 2011 - September 2011
Skills
Accounting, Financial Accounting, Financial Analysis, Accounts Payable, Account Reconciliation, Financial Reporting, Great Plains Software, QuickBooks, Journal Entries, Bookkeeping, Cost Allocation, Accounts Receivable, Tax, Auditing, Oracle Applications, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Research
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting
EY February 2015 - Present
Westlake Financial Services February 2014 - January 2015
UCSB Business and Financial Services June 2012 - August 2013
Douglas Severance M.D September 2009 - February 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Teamwork, Facebook, Accounting, Social Networking, Event Planning, Financial Analysis, Economics, Time Management
Education
University of California, Santa Barbara 2012 — 2014
Bachelor's degree, Economics and Accounting
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics/Accounting
CARQUEST Auto Parts March 2014 - Present
Homestead LASERWASH May 2004 - Present
US Bank, NA May 1996 - Present
LEXUS Store of Lexington June 2013 - March 2014
Heartland Payment Systems February 2012 - November 2012
Westlake Financial Services July 2011 - March 2012
Pickerill Motor Company, Inc May 1995 - May 2011
CARQUEST May 1982 - May 1995
Skills
Heartland Enrollment..., Sales Management, New Business Development, Credit, Retail, Team Building, Marketing, Forecasting, B2B, Account Management, Marketing Strategy, Strategic Planning, Operations Management, Portfolio Management, Profit, Sales, Banking, Recruiting, Customer Satisfaction, Loans, Finance, Sales Process, Automotive, Customer Service, Team Leadership, Leadership, Customer Retention, Human Resources, Negotiation, Process Improvement, Management, Inventory Management, Cold Calling, Business Planning, Direct Sales, Business Development, Selling, Purchasing, Small Business, Budgets, Contract Negotiation, Executive Management, Pricing, Start-ups, Strategy, Training, Sales Operations, P&L Management, Business Strategy, Income Statement
Education
University of Kentucky 1980 — 1984
None, Business
Marion County High School 1977 — 1980
Diploma, General Studies
City Loan May 2014 - Present
City Loan Fast Cash June 2013 - August 2013
Westlake Financial Services June 2012 - August 2012
CashCall, Inc. June 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Research, QuickBooks
Education
University of Southern California 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Gala Corporation October 2014 - Present
Gala Corporation August 2013 - October 2014
EXXCEL Project Management July 2012 - April 2013
Westlake Financial Services August 2011 - June 2012
Skills
Marketing, Marketing Strategy, Social Media Marketing, Event Planning, Social Media, Direct Marketing, Analysis, Sales, Facebook, Public Relations, PowerPoint, Market Research, Microsoft Office, Microsoft Excel, Account Management, Brand Management, Digital Marketing
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Bishop Amat High School
Westlake Financial Services August 2013 - Present
Westlake Financial Services January 2013 - Present
Regional Acceptance Corporation 2008 - 2011
GMAC-RFC 2006 - 2008
Skills
Online Advertising, Marketing Strategy, New Business Development, Account Management, Online Marketing, SEO, Entrepreneurship, Marketing, Advertising, Email Marketing, Social Media Marketing, Start-ups, B2B, Sales Management, Lead Generation, E-commerce, Small Business, SEM, Digital Marketing, Selling, Sales, Sales Operations, Team Building, Sales Process, CRM, Negotiation
Education
University of Miami 1991 — 1994
Bachelor of Business Administration (BBA)
Valley Forge Military Academy & College
st ignatius college prep
Ocean State/Copart Auto Auction August 2014 - Present
Westlake Financial Services October 2013 - August 2014
Portfolio Solutions 2012 - 2013
Admirals Bank 2011 - 2012
Portfolio Solutions January 2008 - 2011
Triad Guaranty 2006 - 2008
Delta Funding 2004 - 2006
Skills
B2B, Credit, Underwriting, Loans, Negotiation, Contract Negotiation, Strategic Planning, Account Management, Mortgage Lending, Marketing Strategy, Sales Management, Sales, Training, Business Development, Sales Operations, Management
Education
University of Denver
BA, Economics & Psychology
Westlake Financial Services 1986 - Present
Hankey Investment Company 1980 - Present
Hankey Group 1972 - Present
Midway Ford 1972 - 2007
Skills
Finance, Credit, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Management
Education
University of Southern California 1966 — 1970
1966, Finance
Westlake Financial Services Senior AccountantKPMG1999 - 2002
Education
University of San Diego 1995 — 1999
BS, Accounting
Westlake Financial Services March 2012 - December 2013
Westlake Financial Services July 2010 - December 2013
Cerritos Nissan March 2010 - July 2010
Gulliver USA, Inc. April 2009 - March 2010
Spirit Honda June 2008 - April 2009
LA Cars Warehouse October 2007 - June 2008
Midwest Motor Company August 2004 - January 2007
CarsDirect.com 2007 - 2007
Skills
Account Management, Consumer Lending, Credit, Customer Retention, Customer Satisfaction, Finance, Marketing, Sales Management, Sales Process, Profit, Sales, Forecasting, Selling, B2B, New Business Development
Education
University of Nevada-Las Vegas 1990 — 1992
Business Management
Westlake Financial Services September 2002 - Present
Westlake Financial Services September 2002 - Present
Westlake Financial Services January 2004 - December 2008
Skills
Team Leadership, Dedicated Professional, Performance Management, Loans, New Business Development, Credit, Sales Management, Passion for Success, Customer Retention, Employee Relations, Team Building, Strategic Planning, Call Center, Coaching
Education
University of Phoenix 2004 — 2007
Doctorate of Management, Finance, Consumer Credit, Automotive, Sub-Prime
Woodbury University 1999 — 2001
MBA, Business Administration
Woodbury University 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of Hawaii at Hilo 1988 — 1990
Associate of Arts (AA), General Studies
United Auto Credit Corporation February 2012 - Present
Westlake Financial January 2002 - December 2011
Westlake Financial Services January 2001 - January 2002
COMMERCIAL CREDIT January 1996 - January 1999
Skills
Performance Management, Talent Acquisition, Human Resources, Recruiting, Employee Relations, Management, Applicant Tracking..., Leadership, Training, Budgets, Strategy, Call Centers, Benefits Administration, Employee Training, Leadership Development, Payroll, Team Building, Employee Benefits, Executive Search, Project Planning, Time Management, Customer Retention, Cold Calling, Banking, Organizational..., Negotiation, Coaching, Onboarding, Hiring, Strategic Planning
Education
University of Phoenix 1996 — 1998
Master of Business Administration (MBA), Business
Whittier College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
First Federal Bank of Kansas January 2015 - Present
Westlake Financial Services March 2014 - December 2014
Exeter Finance Corp November 2012 - March 2014
THE LANO COMPANY November 2009 - November 2012
Skills
Banking, Credit Analysis, Credit, Mortgage Lending, Loans, Sales Management, Credit Risk, Customer Service, Underwriting, Financial Analysis, Sales Operations, Sales, Account Management, Finance, Risk Management, Management, Negotiation, Team Building, Customer Retention, Automotive
Education
University of Central Missouri 1988 — 1990
University of Central Missouri
Banking, Corporate, Finance, and Securities Law
InvestCloud 2014 - Present
Westlake Financial Services 2013 - 2014
Trust Company of the West 2004 - 2012
Western Asset Management 2003 - 2004
Credit Suisse First Boston 1998 - 2003
Nomad Software 1996 - 1998
Unisys 1994 - 1996
Skills
CFA, Budgeting, Project Management, Risk Management, Performance Attribution, Financial Analysis, Team Leadership, Derivatives, Equity Research, Equities, Fixed Income, Emerging Markets, Portfolio Management, Trading, Asset Management, Business Intelligence, SQL, Due Diligence, Financial Modeling, Capital Markets, Analytics, Investments, Asset Managment, Financial Risk, Finance, Corporate Finance, Business Analysis, Private Equity, Budgets, Mergers & Acquisitions, Mutual Funds, Investment Management, Analysis, Securities, Asset Allocation
Education
University of Southern California - Marshall School of Business 2011 — 2013
Executive MBA
University of Leeds 1990 — 1994
Masters, Civil Engineering
Wilshire Consumer Credit March 2013 - Present
Westlake Financial Services October 2011 - February 2013
Westlake Financial Services May 2006 - September 2011
Westlake Financial Services June 2003 - April 2006
Westlake Financial Services February 2002 - May 2003
Toyota Financial Services June 2000 - March 2001
Potter Roemer Fire Equipment March 1999 - March 2001
Skills
Credit, Portfolio Management, Loss Mitigation, Subprime, Credit Analysis, Repossessions, Credit Risk, Loans, Skip Tracing, Consumer Lending, Assets Recovery, Underwriting, Risk Management, Loan Origination, Credit Cards, Collections, Call Center, Banking, Mortgage Lending, Finance, Call Centers, Loan Servicing, Process Improvement, Customer Satisfaction, Credit Unions, Lines Of Credit, Financial Analysis, Fraud, Bankruptcy, Financial Services, Invoicing, Relationship Management, Accounts Payable, Accounts Receivable, Customer Retention, Financial Risk, Loan Modifications, Mortgage Banking, Payments, Executive Management, Forecasting, Debt Settlement, Debt Management, Commercial Lending, Accounting, Funding, Branch Management, Default, Insurance, Credit Scoring
Education
University of Phoenix-Southern California Campus 2004 — 2006
Business Administration and Management, General
Ayala HIgh School
MUFG Americas 2010 - Present
Westlake Financial Services 2009 - 2010
Chimera Securities 2007 - 2009
Skills
Quantitative Finance, Financial Modeling, Market Risk, Risk Management, SAS, Stress Testing, Economic Capital, CCAR, Liquidity Risk, Enterprise Risk..., Basel II, Hedging, VAR, Finance, Interest Rate Risk..., Corporate Finance, Capital Markets, Analysis, Financial Services, Financial Analysis, Credit Risk, Portfolio Management, Financial Risk, VBA, Credit
Education
University of Southern California 2006 — 2008
Master of Science (M.S.), Mathematical Finance
Zhejiang University 2002 — 2006
Bachelor of Science (B.S.), Applied Mathematics
Westlake Financial Services 2012 - Present
Profit Plus, LLC 2011 - 2012
imageQUEST 2009 - 2011
Ford Motor Credit Company 2004 - 2009
Ford Motor Credit Company 2001 - 2004
Ford Motor Credit Company 1997 - 2001
Skills
Sales Process, Sales Management, Account Management, Sales, New Business Development, Management, Customer Satisfaction, Sales Operations, Strategic Planning, Marketing, Budgets, Direct Marketing, Customer Retention, Customer Service, B2B, Profit, Forecasting, Selling, Automotive, Pricing, Credit, Direct Sales, Business Development, Finance, Team Building, Competitive Analysis, Program Management, Business Planning, Leadership, CRM, Time Management, Negotiation, Cold Calling, Sales Presentations, Training, Dealers, Strategy, Marketing Strategy, Portfolio Management
Education
University of Missouri-Kansas City 1980 — 1984
BBA, Finance
Westlake Financial Services March 2012 - Present
Celestial Credit Repair January 2008 - Present
QUIRK AUTO GROUP January 2007 - January 2008
Northeast Dealer Services January 1998 - September 2005
Skills
Sales Management, Finance, Credit
Education
University of Maine Augusta
University of Phoenix
Westlake Financial Services August 2014 - Present
NextGear Capital/Dealer Services Corporation (DSC) February 2007 - September 2013
Citi June 2002 - February 2007
CashUSA January 2000 - June 2002
Toby Wells Pontiac, Buick, GMC 1996 - 1999
Skills
Finance, Leadership, Training, Management, Sales, Marketing
Education
University of North Carolina at Charlotte 1986 — 1991
Bachelor's degree
University of North Carolina at Charlotte
BS
Capital One February 2014 - Present
Capital One July 2012 - February 2014
University of Notre Dame August 2008 - May 2012
Westlake Financial Services May 2011 - August 2011
Skills
SAS, SQL, Teradata, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Valuation, Corporate Finance, Analysis, Statistics, Finance, Analytics, Forecasting
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Arabic
North Canton Hoover High School 2004 — 2008
Westlake Financial Services June 2015 - Present
USC Alpha Kappa Psi January 2014 - May 2015
UnitedHealth Group May 2014 - August 2014
City of Fremont, CA September 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Research, Social Media, Team Leadership, Public Relations, Market Research, Teamwork, C++, Data Analysis, Event Planning, Marketing, Social Networking, Customer Service, Editing, Financial Analysis
Education
University of Southern California 2013 — 2016
Bachelor of Science, Business, Finance and Financial Management Services
University of Southern California 2013 — 2016
Minor, Computer Science
Irvington High School 2009 — 2012
High School Diploma, High School/Secondary Diplomas and Certificates
Westlake Financial Services
Skills
New Business Development, Business Strategy, Market Research, Marketing, Advertising Sales, Sales, Automotive Aftermarket, Service Advisor, Strategic Planning, Online Advertising, Business-to-Business..., Automotive Finance, Automotive Sales, Customer Relations, Customer Retention, Online Research, Account Management, Sales Management
Education
University of Houston 1984 — 1988
Advertising and Marketing
Willowridge High School