Williston Financial Group
Industry: Insurance company
DescriptionFounded: 2009 Subsidiaries: WFG Lender Services, LLC,
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Williston Financial Group Employees
Williston Financial Group April 2015 - Present
Talbot, Korvola & Warwick LLP August 2013 - April 2015
Community Ambulance March 2007 - August 2013
Skills
Microsoft Excel, PowerPoint, QuickBooks, Quicken, Microsoft Word, Access, Teamwork
Education
Portland State University 2008 — 2013
Bachelor of Science (BS), Accounting
Williston Financial Group January 2014 - Present
First American Title April 2012 - November 2013
First American Title April 2010 - March 2012
First American Title April 2009 - March 2010
United General Title Insurance Company - A First American Title Subsidiary January 2006 - March 2009
Fidelity National Financial August 1993 - 2005
Skills
Project Coordination, Project Planning, Risk Management, Issues Resolution, MS Project, Visio, Oracle Financials, Oracle E-Business Suite, Microsoft Excel, Title Insurance, Project Management, Operations Management, Business Process, Cross-functional Team..., Integration, Analysis, Finance, Sales, Vendor Management, Negotiation, Program Management, Process Improvement, Business Analysis, Customer Service, Commercial Real Estate, Real Estate, New Business Development, Budgets, Real Estate Transactions, Administrative..., Teamwork, Staff Management, Technology Development, PowerPoint, Excel, Word, Accounting, Business Development
Education
Santa Ana College 1988 — 1991
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Williston Financial Group September 2014 - Present
VanderHouwen & Associates October 2013 - August 2014
VanderHouwen & Associates March 2013 - September 2013
Inspiration Software August 1998 - April 2012
Cruise Masters September 1993 - June 1998
NCCGA January 1993 - September 1993
Washington County September 1991 - January 1993
Fone America August 1989 - September 1991
El Paso County March 1985 - August 1989
Skills
General Ledger, Financial Reporting, Accounting, Inventory Management, Financial Analysis, Multi-State Sales Tax, Property Tax, Accounts Payable, Accounts Receivable, Payroll, Employee Benefits, Benefits Administration, Software Conversions, Supervising, Month End Close, Year-end Close, Account Reconciliation, Fixed Asset Management, Assist with budgeting, Cashflow Analysis, Great Plains Software, Revenue Recognition, Accruals, Fixed Assets, Journal Entries, Cash Flow, Human Resources, Financial Statements, QuickBooks, Internal Controls, Analysis, Bookkeeping, Leadership, Variance Analysis, Crystal Reports, US GAAP, Bank Reconciliation, GAAP, Team Building, Microsoft Dynamics SL, Consolidation, Forecasting, ADP Payroll, Hyperion Enterprise, Cost Accounting, Account Management
Education
Marylhurst University 2009 — 2012
MBA, Business Administration and Management, General
Marylhurst University 2005 — 2008
BS Business & Leadership, Business and Accounting
Portland Community College 2000 — 2005
AA, Accounting
Blair Jr. College 1976 — 1978
AA, Accounting
Seattle Tacoma Box Company January 2015 - Present
Williston Financial Group February 2014 - January 2015
Fife Commercial Bank November 2010 - February 2014
Washington National Guard November 2010 - December 2011
Nevada National Guard August 2007 - November 2010
Skills
Active Directory, Troubleshooting, Computer Hardware, Windows 7, Microsoft Exchange, Windows Server, Network Administration, DHCP, Technical Support, VMware, System Administration, Laptops, DNS, VPN, VMware ESX, Network Security, SharePoint, TCP/IP, Cisco Technologies, Firewalls, Virtualization, Routers, IT Management, Linux, Project Management, IT Service Management, HTML, System Deployment, Disaster Recovery, Servers, Citrix, Windows, Software Installation, Hardware, Switches, Networking, HP, Group Policy, Antivirus, Cloud Computing, IP, Security, Operating Systems, Computer Security, Network Design, Network Engineering, VoIP, Cisco Routers, Security+, Network+
Education
University of Phoenix 2007 — 2009
A.S., IT Administration / IT Networking
UTi Worldwide May 2015 - Present
UTi Worldwide September 2014 - May 2015
Williston Financial Group October 2013 - August 2014
WFG National Title Insurance Company (subsidiary of Williston Financial Group) January 2013 - October 2013
Procter & Gamble January 2011 - October 2012
Procter & Gamble August 2009 - January 2011
2-12 FA, 4SBCT June 2008 - March 2009
2nd Battalion,12th Field Artillery, 4th Brigade, 2nd Infantry Division June 2007 - June 2008
2nd Battalion, 12th Field Artillery, 4th Brigade, 2nd Infantry Division May 2006 - May 2007
Skills
Cross-functional Team..., Military, Security Clearance, Process Improvement, Operations Management, Logistics, Leadership, Team Leadership, Supply Chain Management, Project Management, Logistics Management, Team Building, Continuous Improvement, Program Management, Strategic Planning, Business Development, Human Resources, Manufacturing, Budgets, Business Planning, Management, Training, Sales, Title Insurance, Analysis, Military Operations
Education
United States Military Academy at West Point 1999 — 2003
BS, Systems Engineering
Field Artillery Officer Basic Course 2003 — 2004
Nuclear, Biological, and Chemical Defense Course 2004 — 2004
Honor Graduate – Highest overall academic average
United States Army Ranger School 2005 — 2005
Procter and Gamble Corporate Training 2010 — 2011
Oregon Real Estate Broker License Training - OnlineEd 2014 — 2015
Oregon Real Estate Broker Pre-License Course completion
Williston Financial Group August 2015 - Present
Document Technologies Inc. June 2015 - August 2015
Law Office of Randall J Wolfe, PC December 2013 - April 2014
First Tech Credit Union May 2012 - February 2013
Smith Freed & Eberhard October 2011 - February 2012
n/a January 2011 - August 2011
Mercer May 1999 - November 2007
Skills
Administrative..., Legal Research, Outlook, Filing, Research, Insurance, Microsoft Word, File Management, PowerPoint
Education
University of Washington 1988 — 1989
Graduate Certificate, Records & Information Management
Portland Community College
Graduate Certificate, Paralegal Studies
The George Washington University
BA, Art History
CMG Financial April 2015 - Present
Cherry Creek Mortgage November 2014 - March 2015
Intuitive Matchmaking February 2014 - July 2014
IMPAC December 2012 - December 2013
Accountemps November 2010 - June 2011
Williston Financial Group April 2010 - September 2010
Accountemps November 2009 - April 2010
Hyperion Capital Group December 2008 - November 2009
Landmark Mortgage Company February 2007 - August 2008
KB Mortgage Processing, LLC January 2006 - January 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, Credit, Underwriting, Investment Properties, Customer Service, Presentations, Human Resources, Payroll, Microsoft Office, Office Administration, Receptionist Duties, Administrative..., Financial Risk
Education
Cypress College 1984 — 1985
General
Mammoth High School
Williston Financial Group July 2014 - Present
Williston Financial Group May 2013 - June 2014
InFocus July 2010 - April 2013
InFocus July 2010 - April 2012
Stockamp & Associates, Inc. July 2000 - July 2008
Transitions for Health 1997 - 2000
AVIA 1990 - 1996
Skills
Process Improvement, Management, Accounting, Change Management, Leadership, Payroll, Financial Analysis, Budgets, Forecasting, Financial Reporting, Auditing, Finance, Financial Accounting, US GAAP, Internal Controls
Education
University of Oregon
Bachelor of Science, Accounting, Marketing
Summers LLP May 2014 - Present
Williston Financial Group July 2010 - May 2014
Fidelity National Title/LandAmerica Financial Group, Inc/Lawyers Title/Oregon Title December 1991 - October 2009
AVIA Group International, Inc. 1985 - 1991
Gray & Company 1982 - 1985
Arthur Andersen 1979 - 1982
Education
Southern Oregon University 1976 — 1979
BA, Business Admin, Accounting
Eastern Oregon University 1975 — 1976
Business
Williston Financial Group June 2014 - August 2015
Office of the Attorney General of the State of New York April 2011 - December 2013
Jewish Child Care Association February 2009 - April 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Cite Checking, Legal Assistance, Legal Research, Data Analysis, Data Entry, Surveying, Survey Research, Highly detail oriented, Highly personable, Analysis, Management
Education
University of Oregon - Charles H. Lundquist College of Business 2015 — 2017
Master of Business Administration (MBA), Finance and Securities
New York University 2004 — 2008
Bachelor's degree, Economics
Aequitas Capital Management May 2014 - Present
Williston Financial Group August 2012 - May 2014
Building Champions May 2011 - May 2012
Young Life December 2009 - April 2010
Gerding Edlen Development September 2005 - May 2009
Gerding Edlen September 2005 - May 2009
Pacific Crest Technology September 2004 - September 2005
Aero Air, LLC 2000 - September 2004
Oregon Wine Advisory Board 1999 - 2000
KVO Advertising 1996 - 1999
Skills
Leadership, Management, Marketing, Budgets, Program Management, CRM, Project Management, Sales, Coaching, Public Speaking, Interviews, Contract Negotiation, Administrative..., Newsletters, Time Management, Web Design, Policy, Event Planning, Small Business, Customer Service, Team Building
Education
Chemeketa Community College
Portland Community College
Art
Southern Oregon University
Williston Financial Group June 2015 - Present
Abercrombie & Fitch November 2011 - May 2015
ASOSU SafeRide September 2013 - June 2014
International Talent Agency June 2013 - August 2013
Regal Entertainment Group September 2006 - March 2009
Skills
Talent Booking, Negotiation, Script Coverage, Entertainment Management, Microsoft Excel, Talent Scouting, Rolling Calls, Adobe Illustrator
Education
Oregon State University 2010 — 2015
Bachelor's Degree, Merchandising Management
John Cabot University 2012 — 2012
Communication
PLEXSYS Interface Products, Inc. March 2012 - Present
West Columbia Gorge Humane Society December 2010 - Present
Williston Financial Group August 2010 - March 2012
Kolisch Hartwell, P.C. January 2009 - August 2010
Western Title & Escrow Company August 2006 - December 2008
AC Transit August 1999 - July 2006
Alameda County Lead Poisoning Prevention Program June 1997 - August 1999
Skills
Employee Relations, Performance Management, FMLA, Labor Relations, Policy, Employee Benefits, Management, Human Resources, HRIS, Leadership, Training, Personnel Management, Payroll, Conflict Resolution, Benefits Administration, Hiring
Education
Golden Gate University 2010 — 2011
Master of Science (MS), Human Resource Management, Graduated with Honors
Eastern Oregon University 1999 — 2003
Bachelor of Science (BS), Business Administration
Chabot College 1994 — 1999
Associate of Arts (AA), Business Entrepreneurship
San Lorenzo High School 1991 — 1994
Williston Financial Group July 2013 - Present
WFG National Title Company September 2011 - Present
Take Shape For Life April 2011 - May 2012
FIRST CALIFORNIA ESCROW September 2005 - October 2010
Skills
Short Sales, Real Estate, Coaching, Skilled in working with..., Skilled at training;...
Education
Portland Stare University 1980 — 1982
General business
University of Oregon 1977 — 1980
Business Administration and Management, General, 3.0
Collateral Analytics 2009 - Present
Williston Financial Group 2010 - January 2011
TransUnion 2003 - 2007
Chicago Title 1994 - 2000
Chicgo Title/ Fidelity National 1994 - 2000
Chicgo Title/ Fidelity National 1994 - 2000
LSI 1990 - 1994
Skills
P&L Management, Contract Negotiations, Strategic Planning, Strategy Development, Business Strategy, Operations Management, Contract Negotiation, Due Diligence, Team Building, Project Management, Management, Finance, Vendor Management, Strategy, Executive Management, Real Estate, Mergers & Acquisitions, Risk Management
Education
Columbia University in the City of New York 1963 — 1967
Williston Financial Group December 2014 - Present
'Self-Employed' September 2014 - Present
Robert Half, at Eagle Home Mortgage July 2014 - September 2014
Broadband ERA, M25 Ventures, Media Foundation Affiliates October 2013 - June 2014
AppleOne Employment Services at SmithCFI July 2013 - September 2013
Portland Community College September 2012 - August 2013
Accountemps, Robert Half International June 2013 - June 2013
Randstad Work Solutions, for Epiq Systems Inc. November 2011 - July 2012
Kelly Services, at First Tech federal Credit union February 2012 - April 2012
Epiq Systems November 2011 - February 2012
Skills
Mortgage, FHA, Credit, Conventional, Banking, Customer Service, Accounting, Excel, Home, Word, Insurance, Mortgage Lending, Microsoft Excel, Sales, Microsoft Word, Computer Hardware, Editing, Data Entry, Financial Analysis, Event Management, Inventory Management, Staff Development, Photography, Call Centers, Investment Properties, Marketing Communications, Training, Leadership Development, Negotiation, Microsoft Office, PowerPoint, Real Estate, Public Relations, Finance, Loans, Outlook, Event Planning, Budgets, Nonprofits
Education
University of Minnesota-Twin Cities 2002 — 2003
University of Oregon 1999 — 2002
B.S.
Williston Financial Group March 2014 - Present
Wiley Investments LLC June 2007 - Present
Evergreen International Aviation May 2009 - December 2013
Sprint Nextel April 2004 - November 2008
Business Men's Assurance Company February 2000 - December 2003
Kansas Department of Revenue 1997 - 2000
Kansas Department of Revenue 1997 - 2000
Skills
Accounting, Tax Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Fixed Assets, Investments, CPA, Property Tax, Sales Tax, Due Diligence, Real Estate, Auditing, Financial Statements, Payroll, Process Improvement, Mergers & Acquisitions, Journal Entries, Cost Accounting, Tax, GAAP, Internal Controls, General Ledger, Variance Analysis, Account Reconciliation, Cash Flow, Financial Accounting, US GAAP, Internal Audit, Budgets, Managerial Finance, Accounts Payable, SEC filings, Sarbanes-Oxley Act, Forecasting, Cash Management, Finance, Accounts Receivable, Management, Tax Research, Tax Preparation, QuickBooks, Income Tax, Tax Returns, Financial Audits, Tax Advisory, Depreciation, Analysis, IFRS
Education
Kansas State University 1981 — 1984
MBA, Finance
Washburn University 1973 — 1977
BBA, Accounting
Williston Financial Group June 2015 - Present
ABN AMRO Bank N.V. 2002 - 2006
Skills
Post Closing, Process Improvement, Portfolio Management, Title Insurance, Negotiation, Sales Management, Business Strategy
Education
Lake Forest Graduate School of Management 1991 — 1994
MBA, Business Administration
Northern Illinois University 1981 — 1985
BS, Finance
Williston Financial Group February 2015 - Present
Discover Home Loans January 2011 - Present
LendingTree Loans January 2006 - January 2011
Home Loan Center January 2003 - January 2006
Skills
Microsoft Technologies, Process Improvement, VCP 5.0, Microsoft Exchange, EMC SAN Administration, Windows Server, Windows, F5 BigIP, Cisco Technologies, Virtualization, VMware, Disaster Recovery, Active Directory, VMware ESX, Blackberry Enterprise..., System Administration, Data Center, Integration, Troubleshooting, TCP/IP, Operating Systems, Enterprise Architecture, DNS, IIS, Group Policy, Citrix, Servers, SAN, DHCP, SCCM, Server Architecture, Storage Area Networks, VMware Infrastructure, vSphere, Microsoft Certified..., Server Administration, EMC Storage, Cisco IOS, VMware vSphere
Education
CEI College 2001 — 2001
Computer Information Technologist, Certification
Coastline Community College
General Electives, General Studies
Williston Financial Group October 2015 - Present
Glendale IT Services, LLC January 2008 - Present
Glendale IT Services January 2008 - April 2013
First American Title November 2005 - December 2007
Fidelity National Financial November 2005 - November 2006
First American Title October 2001 - October 2005
Western Medical Center 1992 - 1997
Skills
Data Center, Cloud Computing, SharePoint, Enterprise Architecture, Disaster Recovery, IT Strategy, VMware
Education
Chapman University 1988 — 1991
Bachelor of Science, Philosophy
Chapman University 1988 — 1991
Bachelor of Arts (B.A.), Philosophy
Holwick Constructors, Inc. February 2012 - Present
Williston Financial Group January 2010 - January 2012
Reiter Affiliated Companies September 2008 - April 2010
Lenders First Choice December 2005 - July 2008
SSBP, LLP December 2002 - December 2005
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Modeling, Forecasting, Auditing, Microsoft Office, Accounts Receivable, Cash Management, Accounts Payable, Microsoft Excel
Education
Sid Craig School of Business 2003 — 2005
BS, Accounting
California State University, Fresno 1996 — 2000
BA, Accounting
Williston Financial Group May 2012 - Present
Altisource Portfolio Solutions (nasdaq:asps) February 2011 - April 2012
ISGN Solutions, Inc. September 2010 - February 2011
ISGN Solutions, Inc. March 2009 - September 2010
Asset Preservation, Inc. - subsidiary of Stewart Information Services Corp. (nyse:stc) September 2008 - March 2009
Stewart Title Company (nyse:stc) and Stewart REI Group, Inc. January 1999 - September 2008
Stewart Title Company and REI Group March 2000 - August 2008
Stewart Lender Services Company January 1999 - March 2000
Wells Fargo Home Mortgage (nyse:wfc) September 1996 - December 1998
First American Title (nyse:faf) June 1991 - September 1996
Skills
Mortgage Lending, Real Estate, Title Insurance, Loss Mitigation, Loans, Strategy, Real Estate Transactions, Start-ups, Management, Strategic Planning, Default, Risk Management, Leadership, Mergers & Acquisitions, Loan Servicing, Due Diligence, Underwriting, Banking, Vendor Management, Financial Services, Executive Management, Mortgage Banking, Negotiation, Operations Management, Mergers, New Business Development, Business Development
Education
Continuing Legal Education 1975 — 2010
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2006
Executive Development
The University of Chicago 2004 — 2004
Executive Development
Harvard University, John F. Kennedy School of Government 2002 — 2002
Executive Development
Harvard University, John F. Kennedy School of Government 1998 — 1998
Executive Development, Completed courses on advanced gaming theory, strategic planning and organizational design.
Harvard University, John F. Kennedy School of Government 1996 — 1996
Executive Development
Gonzaga University - School of Business Administration 1976 — 1977
MBA, Masters of Business Administration
Gonzaga University School of Law 1974 — 1977
Juris Doctorate (JD), Law
Eastern Washington University 1970 — 1974
BA, Business Administration
Williston Financial Group 2010 - Present
Law Offices of Steven H. Winkler May 2008 - December 2009
United General Title Insurance Company December 2005 - April 2008
First American Title December 2003 - November 2005
Fidelity National Title Ins. Co. March 1998 - November 2003
Skills
Title Insurance, Real Estate, Real Estate Transactions, Closings, Foreclosures, Mortgage Lending, Escrow, Notary Public, Commercial Real Estate, Default, Short Sales, Loss Mitigation, FHA, Loans, Investment Properties, Real Property, Refinance, Property Law, Underwriting, Due Diligence, Mortgage Banking, REO, Real Estate Financing, 1031 Exchanges, Residential Homes, Real Estate Economics, Bankruptcy, Sellers, First Time Home Buyers, Real Estate Development, Disposition, Investors, Joint Ventures, Commercial Litigation, Commercial Leasing, Litigation Management, Construction Law, Licensing, Powers of Attorney, Leases
Education
University of Michigan Law School 1968 — 1971
JD
Union College 1964 — 1968
BA, History
Williston Financial Group February 2010 - Present
Equifax August 2008 - January 2010
Express Financial Services 2001 - 2007
GAC/FiServ 1995 - 2001
ATM 1993 - 1996
Skills
Credit, Mortgage Banking, Selling, Mortgage Lending, Sales Management, Underwriting, Loans, Team Building, Real Estate, Sales, Refinance
Education
Penn State University 1987 — 1991
Communications, Broadcast Journalism
UnitedHealth Group July 2015 - Present
UnitedHealth Group June 2014 - August 2015
Williston Financial Group October 2013 - June 2014
Regence BlueCross BlueShield of Oregon June 2013 - October 2013
The Regence Group August 2009 - June 2013
The Regence Group August 2005 - August 2009
Regence BlueCross BlueShield of Oregon November 2002 - August 2005
Washington Mutual Bank May 2000 - June 2002
Fred Meyer October 1999 - May 2000
Skills
Customer Service, Self Starter, Assisting with account..., Medicare, COBRA, Employee Benefits, Insurance, Benefits Administration, Health Insurance, Disability Insurance, HIPAA, Healthcare, Sales, Life Insurance, Health Savings Accounts, Brokers, Managed Care, Underwriting, Health Care Reform, Self-funded, Term Life Insurance, Workers Compensation, Flexible Spending..., Healthcare Industry, Group Insurance, Open Enrollment, Outlook, Salesforce.com, Lotus Notes, Employee Relations, Dentistry
Education
Portland Community College 2009 — 2014
Wheeler High School 1996 — 1998
High School DIploma
Williston Financial Group November 2013 - Present
Doshiecreek Computing February 2010 - November 2013
Sunstone Circuits July 2011 - January 2013
Fidelity National Title December 2008 - February 2010
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Negotiation, Editing, Software Installation, Technical Support, Troubleshooting, Computer Hardware
Education
Portland Community College 1995 — 1998
Computer Science
Oregon College of Business 1976 — 1977
Associate's degree, Accounting
Williston Financial Group April 2015 - Present
Tillamook County Creamery Association March 2014 - April 2015
Skills
Manufacturing, Continuous Improvement, Change Management, Business Process, ERP
Education
University of Minnesota Duluth 1984 — 1990
Bachelor of science in Computer Science, Computer Science