Windsor Capital
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Windsor Capital Employees
Marsh June 2014 - Present
Willis January 2013 - June 2014
Liberty Mutual Insurance November 2010 - May 2012
John Hancock Retirement June 2009 - December 2009
AIG-Lexington Insurance June 2008 - December 2008
Edison Mission Marketing and Trading June 2007 - December 2007
Windsor Capital June 2006 - September 2006
JPG Marketing May 2005 - September 2005
Skills
Sarbanes-Oxley Act, Unity, Essbase, Citrix, Hummingbird, Mantis, Lotus Notes, SharePoint, Microsoft Office, Visio, MS Project, MindManager, Mac OS X, Financial Analysis
Education
Northeastern University 2005 — 2010
Bachelor of Science, Business Administration (Marketing and Finance)
Energy Leasing and Finance May 2013 - Present
Rucoil LLC 2014 - 2014
PNC December 2010 - January 2013
Windsor Capital February 2006 - July 2010
International Materials Inc. June 1996 - March 2005
Skills
Renewable Energy, Solar Energy, Wind, Energy, Alternative Energy, Project Management, Wealth Management, Due Diligence, Management, Contract Negotiation, Loans, Investments, Sales, Marketing, Budgets, Leadership
Education
University of Kentucky
English, Science, Pre-Veterinary Science, Physics.
Ocean Properties May 2012 - Present
Concord Hospitality Enterprises August 2010 - July 2011
Lighthouse Lodging Group April 2009 - August 2010
Windsor Capital January 2007 - April 2009
InterContinental Hotels Group 2002 - 2005
Wyndham Hotel Group 1999 - 2002
Skills
Hotel Management, Hospitality Management, Revenue Analysis, Yield Management, Hospitality Industry, Hotels, Front Office, Rooms Division, Resorts, Hospitality, Property Management..., Food & Beverage, Banquets, Micros, Catering, Renovation, Pre-opening, Lodging, MICROS
Education
New Jersey City University
Stunning Homes Realty October 2013 - Present
CableMaster Corporation November 2012 - November 2013
Smart Local Shoppers November 2011 - May 2012
Chiropractic USA/ LifeQuest Chiropractic and Massage February 2009 - November 2010
Chiropractic USA February 2009 - November 2010
Canvas Corporation May 2008 - February 2009
Windsor Capital February 2008 - May 2008
Capital/New World Mortgage September 2005 - February 2008
Enterprise Communications Solutions November 2004 - July 2005
Creative Arts Center February 2002 - September 2004
Skills
Listing Homes, First Time Home Buyers, Single Family Homes, Customer Service, Real Estate, Marketing, Marketing Strategy, Public Relations, Sales, Management, Investment Properties, Short Sales, Investors, Sales Management, Networking, Small Business, Sales Operations, Email Marketing, Program Management, Time Management, Recruiting, Healthcare, Sports, Teaching, Advertising, Project Planning, Sellers, Residential Homes
Education
Arizona Academy of Real Estate 2012 — 2012
Real Estate License, Real Estate Pre Licensing
Santa Ana College 1992 — 1993
General Ed
CCEA October 2009 - Present
RE/Max Achievers Real Estate May 2009 - June 2010
Windsor Capital April 2006 - April 2009
Skills
Loans, Credit, Mortgage Lending, Banking, Credit Analysis, Mortgage Banking, Microsoft Office, Typing, Proficient Typing Skills, Computers, Asset Management, Sales Management, Residential Mortgages, Finance, Contract Negotiation, Account Management, FHA, Real Estate, Customer Service, Accounts Receivable, Sales, Loan Origination, Refinance, Customer Satisfaction, Financial Analysis
Education
Fullerton College
Valencia High School
Catalina Marketing August 2015 - Present
Catalina Marketing April 2012 - August 2015
Catalina Marketing March 2010 - April 2012
Catalina Marketing June 2008 - March 2010
Hampton Golf Clubs / LandMar Group July 2007 - June 2008
Title Clearinghouse June 2006 - July 2007
Windsor Capital August 2005 - June 2007
TechHealth July 2004 - August 2005
Blue Reef Creative/ Her Sport Magazine July 2003 - April 2004
Skills
Marketing, Sales Management, Cold Calling, Customer Service, Account Management, Marketing Strategy, Market Planning, Marketing Research, Direct Marketing, Integrated Marketing, Analytics, Digital Marketing, Market Research, Customer Insight, Retail, Social Media, Sales, Brand Management, CRM, Brand Development, Management, Marketing Communications, Advertising
Education
University of South Florida 2001 — 2004
Bachelors Degree, Marketing
BusinessSt. Petersburg College 1999 — 2001
Associates of Arts, Business
AutoNation February 2012 - Present
Paychex February 2006 - December 2011
Windsor Capital April 2005 - February 2006
Education
Orange Coast College
General Education
ProFlowers/Provide Commerce October 2006 - Present
Talent Magnet by Remedy February 2006 - January 2007
Windsor Capital August 2004 - February 2006
Southwest Airlines September 2001 - December 2004
Education
Baylor University 1998 — 2001
Communications
Black Mountain Financial Corporation September 2009 - Present
Windsor Capital June 2004 - September 2009
NovaStar Mortgage 2001 - 2004
Fremont Investment and Loan May 1994 - April 2001
Long Beach Mortgage 1991 - 1994
Advanta 1990 - 1992
Skills
Mortgage Lending, Sales Management, Real Estate, Loans, Credit, Loan Origination, Leadership, Finance
Education
University of San Diego 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bellarmine College Preparatory 1976 — 1980
General Education, High School Diploma
National Funding June 2008 - Present
Rockwell financial October 2007 - June 2008
WINDSOR CAPITAL January 2005 - October 2007
Skills
Mortgage Lending, Real Estate, Small Business Lending, Property Management, Refinance, Loan Origination, Loans, Mortgage, Business Development, Finance, Investments, Sales, Small Business, Cold Calling, Mortgage Banking, Residential Mortgages
Education
San Diego State University-California State University 2002 — 2004
BS, Finance
Windsor Capital Sales ClerkBarnes and NobleMay 2008 - Present
Centon Electronics 2006 - 2008
Wachovia Bank 2005 - 2006
Kingston 1995 - 2005
Skills
Mortgage Lending, Loans, Credit, FHA, Insurance, Refinance, Loan Origination, Banking, Underwriting, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Phoenix 1993 — 2005
Toastmasters District 7 July 2013 - June 2014
Toastmasters of Jackson County July 2011 - June 2013
The Green Advantage Team (aka TheGAT) April 2008 - December 2010
Windsor Capital May 2007 - July 2009
Diablo Funding May 2005 - May 2007
Olympia Funding October 2002 - May 2005
Orchard Supply and Ace Hardware December 1989 - November 2002
Skills
Public Speaking, Real Estate, Customer Service, Team Building, Coaching, Start-ups, Entrepreneurship, New Business Development, Project Management, Sales, Business Development, Investment Properties, Strategic Planning, Investments, Microsoft Excel, Process Improvement, Event Planning, Small Business, Lead Generation, Sales Management, Contract Negotiation, Budgets, Retail, Leadership
Education
Southern Oregon University
BSBA
University of California, Berkeley
Post Graduate Studies
Ohlone College
Fortress Investment Group February 2008 - Present
J4 Development 2004 - 2008
Windsor Capital 2001 - 2004
Archon Group, LP 1994 - 2001
Skills
Asset Managment, Real Estate, Financial Modeling, Real Estate Development, Valuation, Litigation Management, Bankruptcy, Construction Management, Land Use Planning, Land Development, Underwriting, International Real..., Loan Workout, Property Disposition, Dispositions, Commercial Real Estate, Real Estate Economics, Due Diligence, Investments, Investment Properties
Education
Texas Tech University 1981 — 1985
BS, Agricultural Economics
Genova Capital May 2015 - Present
PR Construction June 2014 - May 2015
Michael Roberts Construction April 2012 - June 2014
Windsor Capital June 2006 - April 2012
Reeves Tractor Service January 2003 - May 2006
Skills
OSHA 10, Cpr Certified, First Aid
Education
Cal Poly Pomona 2008 — 2011
MBA, Business
California State Polytechnic University-Pomona 2002 — 2007
Business