Wilshire Financial

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Wilshire Financial Employees

Employee
Years
Job
Industry
Sarah Garnes Sarah Garnes Vancouver, Washington Details
Sarah Garnes's Wilshire Financial Experience 2008 - 2010
Job Team Manager and admin assistant at TAG Mobile, LLC
Industry Marketing and Advertising
Experience
TAG Mobile, LLC  November 2014 - Present
Central Payment  March 2013 - Present
Vending Locating Services   September 2012 - Present
Prospect Pro   September 2012 - Present
Dega Systems   2015 - 2015
Dega systems   2015 - 2015
Dega systems   2015 - 2015
Harvard Risk Management  June 2013 - April 2014
Spherion  2012 - 2012
Wilshire Financial   2008 - 2010

Skills
Loan processor, Loan funding, Loan origination, Direct Sales, Advertising, Contract Negotiation, Loan Origination, Loans, Customer Service, New Business Development, Sales, Sales Process, Risk Management, Credit, Insurance, Cold Calling, Real Estate, Facebook, Banking, Small Business, Selling, Marketing, Sales Management, Team Building, Account Management

Education
Ashford University   2013 — 2018
Bachelor's Degree, Business Administration and Management, General and Social work, B+

University of Phoenix   2009 — 2013
assoc., Business and Fianance

Adam Montague Adam Montague Greater Los Angeles Area Details
Adam Montague's Wilshire Financial Experience August 2012 - November 2012
Job A/R Analyst at B&K Electric Wholesale
Industry Consumer Goods
Experience
B&K Electric Wholesale  February 2015 - Present
24/7 Gift Cards   January 2013 - Present
Breo USA, OBM Distribution by Gentek Media   October 2014 - February 2015
Asset Management Consulting Services   November 2012 - February 2013
Marcus & Millichap  February 2012 - February 2013
Wilshire Financial   August 2012 - November 2012

Skills
Financial Analysis, Microsoft Excel, Data Analysis, Customer Service, Microsoft Word, Microsoft Office, Management, Time Management, Analysis, Leadership, Data Entry, Small Business, Data Management, Access, R, RStudio, C++, Java, Bash, Financial Modeling, Financial Forecasting, Financial Statement..., Quantitative Research, Data Analytics, Google Analytics, MailChimp, QuickBooks, Credit Analysis, Credit, VBA, Epicor

Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Finance, Real Estate, & Law

Western Christian

Diane Willis Diane Willis Charlotte, North Carolina Area Details
Diane Willis's Wilshire Financial Experience February 2005 - Present
Job Divorce Financial Analyst
Industry Financial Services
Experience
Wilshire Financial   February 2005 - Present
Merrill Lynch  May 2000 - November 2004
Mercer Global Advisors  January 1991 - April 2000

Education
Mediation, Inc.   2012 — 2012
Certificate Course, Family and Divorce Mediation Training, Certificate

Institute for Divorce Financial Analysts   2002 — 2003
CDFA, Divorce Financial Analysis

Institute for Certified Financial Planners   1985 — 1986
CFP, Financial Planning

Florida Atlantic University   1981 — 1982
CLA, Paralegal

Susan Coe Brown Susan Coe Brown Washington D.C. Metro Area Details
Susan Coe Brown's Wilshire Financial Experience 1998 - 1999
Job at Washington Animal Rescue League
Industry Nonprofit Organization Management
Experience
Perromore   June 2012 - Present
Washington Animal Rescue League  January 2009 - June 2012
Washington Animal Rescue League  2007 - June 2012
Washington Animal Rescue League  2006 - June 2012
The August Jackson Company  2005 - 2006
One Economy Corporation  2003 - 2005
The Joseph P. Kennedy, Jr. Foundation   2001 - 2002
Wilshire Financial   1998 - 1999
Wilshire Financial   1998 - 1999
Wilshire Financial   1996 - 1998

Skills
Management, Customer Service, Social Media Marketing, Managerial Finance, Financial Reporting, Accounting, Financial Analysis, Business Development, Project Management, Grant Writing, Social Networking, Negotiation

Education
Portland State University   1998 — 1999
Web Developers Program

Trinity College-Hartford   1974 — 1978
BA

The Buffalo Seminary   1970 — 1974

Glenn Ohl Glenn Ohl Portland, Oregon Area Details
Glenn Ohl's Wilshire Financial Experience October 1996 - April 2000
Job Chief Financial Officer at Aspen Capital LLC
Industry Banking
Experience
Aspen Capital LLC   June 2012 - Present
IBM  July 2010 - July 2011
Pacific Savings Bancorp   February 2009 - April 2010
Credit Suisse  July 2004 - February 2009
Washington Mutual  May 2000 - May 2004
Wilshire Financial   October 1996 - April 2000
Indymac Bank  September 1995 - October 1996
The Bank of New York  September 1992 - September 1995
Great Lakes Bancorp  August 1991 - September 1992
CityFed Mortgage Company   February 1988 - May 1991

Skills
Financial Analysis, Credit Analysis, Capital Markets, Budgets, Strategic Planning, Business Strategy, IPO, Securitization, Regulations, Risk Management, Accounting, Banking, Financial Reporting, Mergers, Financial Modeling, Mergers & Acquisitions, Auditing, Portfolio Management, Credit, Mortgage Lending, Mortgage Banking, Management, Due Diligence, Leadership, Executive Management, Corporate Finance, Loans, Investments, Financial Risk, Cash Management, Credit Risk

Education
New York University - Leonard N. Stern School of Business   1978 — 1983
Master of Business Administration (MBA), Finance

Franklin & Marshall College   1972 — 1976
BA, Accounting

Jim Sharkey Jim Sharkey Greater New York City Area Details
Jim Sharkey's Wilshire Financial Experience October 1996 - July 2000
Job
Industry Real Estate
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   September 2011 - March 2015
Alston & Bird LLP  February 2011 - August 2011
Wildwood Capital Group, LLC   January 2009 - January 2011
BlackRock Solutions  September 2008 - November 2008
Goldman Sachs  April 2007 - April 2008
Skadden Arps  September 2003 - March 2007
Wilshire Financial   October 1996 - July 2000
J.E. Robert Companies   April 1996 - October 1996

Skills
Portfolio Management, Asset Managment, Loans, Asset Management, Loan Origination, Due Diligence, Real Estate Economics, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Capital Markets

Education
Northwestern University - Kellogg School of Management   2000 — 2003
MBA

Northwestern University School of Law   2000 — 2003
JD

Georgetown University   1991 — 1995
BA

The Gilman School   1979 — 1991

Douglas Mayberry Douglas Mayberry San Marino, California Details
Douglas Mayberry's Wilshire Financial Experience May 2012 - August 2012
Job Marketing Intern at Oklahoma City Redhawks
Industry Financial Services
Experience
Oklahoma City Redhawks  February 2013 - Present
Wilshire Financial   May 2012 - August 2012

Skills
Sports Marketing, Sports, Sports Management, Marketing, PowerPoint, Public Speaking, Sponsorship, Social Media

Education
University of Oklahoma   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Paige Lehfeldt Paige Lehfeldt Portland, Oregon Details
Paige Lehfeldt's Wilshire Financial Experience 1998 - 2006
Job Financial/Systems Analyst at Genesis Financial Solutions
Industry Financial Services
Experience
Genesis Financial Solutions  2006 - Present
Wilshire Financial   1998 - 2006
Wells Fargo Bank  1994 - 1998

Skills
General Ledger, Financial Analysis, Financial Reporting, Reporting & Analysis, Internal Audit, External Audit, Treasury Management, State Reporting, Microsoft SQL Server, SQL Server Management..., SQL, Report Writing, Crystal Reports, VBA, Visual Basic, Quality Assurance, Account Reconciliation, Bank Reconciliation, G/L Reconciliations, G/L Analysis, SoC, SAS70, Business Analysis, SSRS

Education
University of Oregon

University of Oregon - Charles H. Lundquist College of Business
Finance