Mr. Morano, a University Scholar and Cum Laude Graduate of the Pennsylvania State University School of Fin ance (1992), has maintained a long
|
|
- Loraine Grant
- 5 years ago
- Views:
Transcription
1
2 Mr. Morano, a University Scholar and Cum Laude Graduate of the Pennsylvania State University School of Fin ance (1992), has maintained a long distinguished career as a successful businessman, entrepreneur, and family man. After quickly demonstrating an aptitude for business within the Financial Services Sector while employed with a Private Equity firm, Mr. Morano distinctly turned away from other opportunities and certain career successes on Wall Street to join Financial Dimensions, Inc. ( FDI ). With a shared vision and insight toward the valuable opportunities that developing a successful business model would present, Bill took hold of those challenges and diligently provided the benefit of his unique blend of experiences and education toward that goal. When he first began his career in this entrepreneurial capacity as Vice President and Director of Operations, FDI was little more than an idea with a promising future. Bill saw that promise and turned it into a reality. Developing a strategy of growth, development and success by seizing on the available opportunities his particular insight afforded, FDI soon grew from a promising small tier operation providing nominal Credit Reporting and various Document Services to one that generated well over a million dollars in gross revenues by the end of his fifth year. And the success did not stop there. As President, he saw the Company and its reputation grow to service larger financial institutions on a national platform, incorporating an ever growing cache of products and services that resulted in the fulfilled promise of unforeseen revenues, annually and provided employment for over 130 devoted employees. Bill s ability to artfully see opportunities and employ strategies to capitalize upon them is undeniable. Keen vision, insight, awareness and execution are the hallmarks of his success. Continually striving to improve and plan for the future, Bill has also implemented cutting edge technological advances and developed internal proprietary systems to light the way, ensuring that FDI will be a successful, scalable and adaptable resource to the Financial Services industry well into the future. Bill lives, locally in the suburbs surrounding the Pittsburgh area, often travelling with his two children for soccer tournaments and the other extra-curricular activities that family has to offer and which motivates his success.
3 Mr. Getsy has been in the mortgage industry for the past 23 years and FDI for the past 7 years. Mr. Getsy has an extensive background and expertise in the appraisal operations and efficiently manages his department and staff. Before coming to FDI, Mr. Getsy was the Senior Manager of the appraisal operations and vendor management for Express Financial Services. Mr. Getsy has a BS in Accounting from West Virginia University. Mr. Getsy & his wife & 2 children are all originally from the Pittsburgh area. Kevin R. Durler is the IT Director for Financial Dimensions. Kevin comes with software engineer background with extensive experience and management skills. As a senior software engineer he is responsible for the development as well as maintenance of the vendor servicing software products used by the company to service lenders. Kevin has Bachelor s degree in business along with an Associate s degree in Computer Sciences from the ICM School of Business.
4 Ms. Moore has accumulated more than 25 years of direct mortgage servicing industry experience. Prior to joining Financial Dimensions, Inc. ( FDI ) in 2003, Ms. Moore had been retained by PNC Bank within their Mortgage Servicing Division. While employed at PNC, she had not only sharpened her keen business acumen, but also greatly expanded her already vast knowledge and experience within the Financial Services arena, to include overall Document Servicing, including Lien Release and related Document Recording specialties. Ms. Moore has since provided her unique blend of knowledge and experience to FDI for the last eleven years in a similar capacity. As Chief Operations Officer Ms. Moore is in charge of overall Operations, Ms. Moore also heads up our Lien Release, Recording, Public Records, Document Services and Vendor Management Departments. During her trusted tenure at FDI, she has single handedly engineered creative process flows and implemented management models that have enabled FDI to continue to develop and retain our long standing client relationships, further facilitating the maintenance of our position at the forefront of the Mortgage Servicing Industry.
5 Mr. Courtney has worked in the accounting field for 15 years and has been with FDI since May Mr. Courtney has a vast knowledge of the GAAP Principles, Specializing in Financial Analysis and Reporting. Prior to working at Financial Dimensions Mr. Courtney spent 10 years working in the Hospitality industry for hotels such as Hilton Garden Inn and Wyndham Resorts. Mr. Courtney has a MBA in Accounting from Western Governors University. Mr. Krol has over the 25 years of experience in the title and settlement industry. Prior to joining Financial Dimensions, Inc. Mr. Krol gained valuable industry experience while at ServiceLink, First American Title Insurance Company, Lawyer s Commonwealth Title and Stewart Title. His background encompasses both Originations (residential and commercial) along with Default lines of business. He is currently a member of the Pennsylvania Land Title Association, the Mortgage Bankers Association, American Land Title Association and the Realtors Association of Pittsburgh Metropolitan and is a licensed title agent in over 20 states. Mr. Krol received his education at Penn State University in Pre-Law/Business.
6 Mr. Willsher Graduated with Honors from San Carlos High School then attended CSM in California where he began his graduate work in business and real estate in Prior to establishing his presence in the valuation landscape Mr. Willsher was drafted in the 1st round by the Baltimore Orioles in The following years in professional baseball helped Mr. Willsher develop his confident approach in establishing rapport with current relationships and engaging new dialogue with potential clients. Mr. Willsher is recognized as a distinguished certified appraiser with extensive knowledge and considered an expert in the appraisal and appraisal management industry. Mr. Willsher opened his own Appraisal Fee shop in 1989 in San Carlos California. Mr. Willsher company enjoyed rapid organic growth due to his reputation and commitment to quality, service, and communication. CND Appraisals was the largest Fee Shop in California, and Western States. CND Appraisal and Review was voted Best in the West by PHH, Morgan Stanley, Charles Schwab, and other industry leaders. Chris then opened a second branch of CND Appraisal and Review in Roseville Ca in Mr. Willsher seasoned approach with 25 + years of experience and networking capability are vital in facilitating collaborative partnerships. He is adaptive to change, willing to learn new skills and share his knowledge to the benefit of his team members and strengthen client relationships... Mr. Willsher has coordinated and implemented brand awareness while accelerating growth possibilities. Mr. Willsher is instrumental in creating a streamline approach to improve company identity, brand awareness, website content and presence, product and price point recognition, establishing elevated customer service level guidelines, and assist company in becoming more competitive with a focus on strategic customer acquisitions while defining relationship responsibilities. Mr. Willsher is an established speaker and industry advocate and attends various industry events (MBA, NAMP, CAMP, NAREA.
7 Michelle M Martino is the Senior Vice President of Sales and Marketing at Financial Dimensions, Inc. A 25- year veteran in the industry that prides itself on boutique service with powerful technology their nationwide coverage offers a full menu of lending service products; credit, flood, valuations, AMC, title, e-closings, recording to name a few. Michelle has joined Financial Dimensions, Inc. in August 2016 to pioneer the expansion in the Midwest as well as Nationwide. Prior to Financial Dimensions, Inc. Michelle spent many years in upper management at other nationwide AMC s, at InHouse USA she held the title of Vice President of Sales working with the second largest lender in Illinois. There she developed and pioneered the builder project product. Offering the developers, originators a valuation consult throughout the process as well as setting up a panel of appraisers to bridge the communication. She has also held the title of Chief Appraiser as well as Vice President Client/Appraiser Relations at ACT Appraisals, Inc. Her professional standards to truly partner with her clients and motivation has led her to succeed in the real estate industry for the past 30 years. Her full array of knowledge in sales in the national corporate AMC space blended with being a Certified FHA appraiser for two states as well as a Realtor with accreditations as a CPM & ARM as well as memberships to various industry associations bring a unique perspective to the appraisal management sales staff. Exceeding our client s expectations is my daily goal Michelle lives with her family in Chicago, IL
8 Eric Haulotte comes to FDI with 12 + years experience in business development, client relationship management, operations management and team management in the technology arenas. His work spans companies and business units at various stages of growth, and industries, including start-up, established, and turnaround settings. Eric is a former business owner whose clientele consisted of fortune 500 companies. With the sale of the company in 2014, this allowed Eric to enter the Real Estate Appraisal Industry. With his background in technology, sales and operations, Eric brought his experience and in two years repositioned the company by restructuring the sales and operations departments. During that time sales grew 20% and operations saw its best service levels in years. The companies bottom line also decreased by 10%. Eric holds a Bachelors degree from the University of Wisconsin-Oshkosh. Working with such high profile customers, Eric brings a comprehensive understanding on what is acceptable customer service and strives to meet or exceed those levels. His Hands On, approach when working to solve customers concerns are an asset that he will bring to the FDI team. Embracing the core values of integrity, innovation, and growth, Eric consistently has excelled in every position he has been in and will be an intricate part in FDI s growth and expansion.
The Susquehanna Group at Smith Barney
smithbarney.com The Susquehanna Group at Smith Barney built upon innovative and personalized financial strategies our mission The Susquehanna Group at Smith Barney is dedicated to providing customized
More informationViking Advisory Group. Company Presentation September 2011
Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,
More informationThe Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust
The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with
More information261 Gorham Road South Portland, ME Company Profile
Company Profile Preservation Management, Inc. (PMI) has been providing comprehensive residential and commercial property management services since 1990. Over the last two decades PMI has grown to manage
More informationCOMMERCIAL REAL ESTATE AND CONSTRUCTION
COMMERCIAL REAL ESTATE AND CONSTRUCTION WHAT OUR CLIENTS SAY This is a bank with a great real estate culture and strong real estate savvy. It s clear that our success matters to this bank. We have more
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 Penn Plaza 43rd Floor, New York, NY 10119 212-643-5781 / Main 800-223-4565 / Toll-Free 212-714-2546 / fax www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationThe Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley 1 PENN PLAZA, 43RD FL NEW YORK, NY 10119 212-643-5781 / MAIN 800-223-4565 / TOLL-FREE 212-714-2546 / FAX http://www.morganstanleyfa.com/thefortressgroup lane.h.katz@ms.com
More informationThe Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney
The Stack-Gravenstine-Smith Group at Morgan Stanley Smith Barney 330 Fellowship Road Suite 400, Mount Laurel, New Jersey 08054 800-596-5668 / toll-free 856-273-6407 / fax www.fa.smithbarney.com/stackgravenstinesmith
More informationthepeaceriverteam
www.morganstanleyfa.com/ thepeaceriverteam For our team, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they
More informationthepeaceriverteam
www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience
More informationNegotiating with Your Lender
1 By understanding each other s needs, expectations, and limitations, builders and lending institutions can effectively and easily work through concerns to the benefit of them both. Thursday, January 21,
More informationRonald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company
FOR IMMEDIATE RELEASE FOR MORE INFORMATION CONTACT: August 2, 2017 Ty Mays @ (770) 256-8710 tmays@paragoncommunications.net Ronald Blue & Co., Thrivent Trust Co. join and expand as nationwide trust company
More informationSharCon Hotels are committed to Hospitality and delivering a great stay at a great value.
SharCon Hotels are committed to Hospitality and delivering a great stay at a great value. SharCon Hotel Management is a complete full-service management company that is committed to being the best lodging
More informationQ&A with Samira Salman
APRIL 2017 VOL. 5 ISSUE 122 R E P O R T Q&A with Samira Salman Founder of Salman Solutions. Principle Series: Family Office Insights sits down with Samira Salman to discuss successful deal structuring
More informationMarlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for
Marlene A. Casini is a Chartered Advisor in Philanthropy (CAP). She joined the Foundation in 2005 from Cleveland where she served as an executive for the Cleveland Clinic Foundation, as Vice President
More informationThe Princi Group at Morgan Stanley
The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3229 / MAIN 617-830-9782 / FAX www.morganstanleyfa.com/ theprincigroup peter.b.princi@morganstanley.com Our practice
More informationJames R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and
James R. Cotto Corporate Client Group Director Senior Vice President Senior Investment Management Consultant Wealth Management for Entertainers and Professional Athletes 2000 Westchester Ave 1NC Purchase,
More informationHOTELS, TOURISM & LEISURE. Hotels, Tourism & Leisure
HOTELS, TOURISM & LEISURE nem is one of Australasia s largest boutique business consultancy firms, which is able to draw on the significant skills and experience of over 50 partners across Australia and
More informationThe Bahbah Group at Morgan Stanley Smith Barney
The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com
More informationM ARSHALL & ILSLEY C ORPORATION
M ARSHALL & ILSLEY C ORPORATION 1999 Summary Annual Report In Memoriam John A. Puelicher 1920 1999 On October 30, 1999, John A. Jack Puelicher, former chairman of the board of Marshall & Ilsley Corporation,
More informationMichael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life.
Michael Barna Financial Advisor You Have Worked Hard To Build Wealth In Life. 1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 609-844-7920 / MAIN 800-659-0650 / TOLL-FREE 609-844-7950 / FAX michael.barna@morganstanley.com
More informationMarilyn J. Black. Financial Planning Specialist Associate Vice President Financial Advisor
Marilyn J. Black Financial Planning Specialist Associate Vice President Financial Advisor 303 East Main Street Barrington, Illinois 60010 847-842-1546 / Main 800-842-1507 / Toll-Free 847-620-0718 / fax
More informationinvestments asset management property management
investments asset management property management Our Mission To acquire quality properties providing secure and sustainable returns for our equity partners. About the Company The Partnered Property Acquisitions
More informationB i o g r a p h y Steven M. Egna Steven M. Egna
B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified
More informationTEAM CAPABILITIES MUMBAI DELHI (NCR) BANGALORE KOLKATA INDIA
TEAM CAPABILITIES MUMBAI DELHI (NCR) BANGALORE KOLKATA INDIA For more information, please contact: icore GLOBAL - INDIA Grand Hyatt Suite F 8 (e) Lobby level Santacruz (E) Mumbai 400056 +91 22 65881454
More informationOVERVIEW THE RAYMOND JAMES ADVANTAGE
An Introduction 1421 Pine Ridge Road, Suite 300 // Naples, FL 34109 www.raymondjames.com//townsend Direct: 239.513.6537//Toll Free: 800.843.2025// Fax: 239.596.5474 2017 Raymond James & Associates, Inc.,
More informationTANAMERA Biography OCTOBER 2017
TANAMERA Biography OCTOBER 2017 5560 Longley Lane - Reno, NV 89511 (775) 850-4200 www.tanamera.info/ COMPANY OVERVIEW Tanamera is a unique real property development and construction company that provides
More informationThe Klausner & Duffy Investment Group at Morgan Stanley Smith Barney
The Klausner & Duffy Investment Group at Morgan Stanley Smith Barney 800 East 96th Street Suite 400, Indianapolis, Indiana 46240 317-818-7300 / Main 888-930-0159 / Toll-Free 317-818-7440 / fax jonathan.klausner@mssb.com
More informationSPEAKERS A S H A B A N G A L O R E
SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial
More informationThe Udine Group at Morgan Stanley Smith Barney. Helping Clients Accumulate, Manage, and Transfer Wealth
The Udine Group at Morgan Stanley Smith Barney Helping Clients Accumulate, Manage, and Transfer Wealth 330 Fellowship Road Suite 400, Mount Laurel, NJ 08054 856-222-4547 / MAIN 800-932-0037 / TOLL-FREE
More informationThe Radcliff-Schatzman Group at Morgan Stanley Smith Barney
The Radcliff-Schatzman Group at Morgan Stanley Smith Barney 11 North Water Street Suite 16290, Mobile, Alabama 36602 251-470-1060 / Main 251-470-1100 / fax fa.smithbarney.com/theradcliffgroupsb The Radcliff-Schatzman
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More informationThe Abbott Group at Morgan Stanley We Provide Solutions
The Abbott Group at Morgan Stanley We Provide Solutions From left to right: Chris Jensen, Kelly Hesselein, James Matthew Bopp, Russell Abbott, Kristen Dinsbach and Josh Hagel-Thaler 1478 Stone Point Drive
More informationMeet Your Mainstream Real Estate Group Team
Meet Your Mainstream Real Estate Group Team April Tavares, Realtor GRI Proudly Serving Santa Clara County Mobile/Text: 408.309.5471 Office: 408.502.7003 April@AprilTavares.com www.apriltavares.com April
More informationQ&A with Jaime Hildreth
JANUARY 2018 V OL. 6 ISS U E 160 R E P O R T Q&A with Jaime Hildreth Managing Director, Head of PE & LP Market Strategy at Ipreo. Principle Series: Family Office Insights sits down with Jaime Hildreth,
More informationThe Rock Group at Morgan Stanley Smith Barney. Managing Your Wealth, Growing Our Relationship
The Rock Group at Morgan Stanley Smith Barney Managing Your Wealth, Growing Our Relationship Change is the law of life. And those who look only to the past or present are certain to miss the future. John
More informationNASP-ATLANTA Chapter Officer Candidates
OFFICIAL BALLOT NASP ATLANTA 2017-2019 CHAPTER OFFICERS ELECTION Voting for the NASP-Atlanta 2017-2019 Chapter Officers will be done completely on-line. Online ballot forms are due by 11:00 a.m. on November
More informationNorthern Colorado Commercial Association of Realtors 2015 Board of Directors
Northern Colorado Commercial Association of Realtors 2015 Board of Directors Nate Heckel DTZ 970-267-7724 office Nate.Heckel@dtz.com Craig Hau Sperry Van Ness 970-207-0700 office Craig.hau@svn.com Nate
More informationTRACY SEWARD CPA DECEMBER 2015 PAGE 1
TRACY SEWARD CPA Tracy Seward has over 20 years of financial accounting experience obtained through a diverse range of industry and senior management experience. He is a team leader devoted to creating
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on
More informationTranswestern. is the advantage
Transwestern is the advantage Transwestern is a national commercial real estate firm focused on creating value for our clients in each local market we serve. Our distinct business model combines fully
More informationSamuel M. Spiritos Park Potomac Avenue 6th Floor Potomac, MD T (301) F (301)
Samuel M. Spiritos 12505 Park Potomac Avenue 6th Floor Potomac, MD 20854 T (301) 230-5236 F (301) 230-2891 sspiritos@shulmanrogers.com Sam Spiritos' clients recognize him as a sophisticated transactional
More informationThe Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter
The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional
More information2015 Real Estate Industry Update A landscape for change: Transforming for the future
2015 Real Estate Industry Update A landscape for change: Transforming for the future September 17, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been
More informationTerri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating
Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred
More informationNorthwestern University School of Law, Senior Research Honors. Northwestern University, Departmental Honors Thesis
Karl D. Camillucci Professionals Holland & Knight http://www.hklaw.com/karl-camillucci/ Page 1 of 1 7/10/2015 Karl D. Camillucci Associate Chicago T 312.578.6597 karl.camillucci@hklaw.com Profile Publications
More informationO'Neill Blausey Hartsock Group at Morgan Stanley
O'Neill Blausey Hartsock Group at Morgan Stanley 35055 W 12 Mile Road Suite 101, Farmington Hills, MI 48331 248-848-8780 / MAIN 855-209-8113 / TOLL-FREE 248-848-8716 / FAX www.morganstanleyfa.com/obhgroup
More informationCarillon Consulting Group. Private Wealth
Carillon Consulting Group Private Wealth RBC Wealth Management, a division of RBC Capital Market, LLC. Member NYSE/FINRA/SIPC. M i s s i o n S t a t e m e n t Carillon Consulting Group s mission is to
More informationConference Speakers. Bo Armstrong, DataPath, Director of Marketing
Conference Speakers Bo Armstrong, DataPath, Director of Marketing Bo Armstrong leads all marketing initiatives for DataPath and its subsidiaries. He joined DataPath in 2015 and has over 15 years of marketing
More informationThe Fordham Group at Morgan Stanley Smith Barney
The Fordham Group at Morgan Stanley Smith Barney The Fordham Group at Morgan Stanley Smith Barney 100 Europa Drive Suite 201, Chapel Hill, North Carolina 27517 919-960-5470 / Main 866-838-1467 / Toll-Free
More informationThe dos Santos Group at Morgan Stanley
The dos Santos Group at Morgan Stanley 399 Park Avenue 12th Floor, New York, NY 10022 212-893-6310 / MAIN 800-646-6301 / TOLL-FREE 646-862-9748 / FAX www.morganstanleyfa.com/dossantosgroupsb dossantosgroup@morganstanley.com
More informationEQUITY INVESTORS PROPOSAL APRIL 2017
EQUITY INVESTORS PROPOSAL APRIL 2017 EXECUTIVE SUMMARY Who Are We Engineering Consulting Firm Certified Disadvantaged Business Enterprise (DBE) Small Business Administration 8(a) Certified Minority Business
More informationCREW Seattle Mentorship Program 2019 Mentor Bios
CREW Seattle Mentorship Program 2019 Mentor Bios Mentorship Program Mentors include CREW Seattle Past-Presidents and established leaders within our chapter and real estate community. They are member volunteers
More informationOur Mission. To acquire quality properties providing secure and sustainable returns for our equity partners. Testimonial
INVESTMENTS ASSET MANAGEMENT PROPERT Y MANAGEMENT Our Mission To acquire quality properties providing secure and sustainable returns for our equity partners. Testimonial We have been involved in the growth
More informationJOHN C. VISKUP PRESIDENT / CHIEF EXECUTIVE OFFICER
JOHN C. VISKUP PRESIDENT / CHIEF EXECUTIVE OFFICER Throughout his three decade career in the industrial power industry, John Viskup has brought game changing thinking and actions to every product, sales
More informationW H AT W E D O SPONSORS. Contents INVESTMENT TERMS SENIOR MANAGEMENT
Contents W H AT W E D O 3 SPONSORS 6 INVESTMENT TERMS 7 A D VA N TA G E S 8 SENIOR MANAGEMENT 9 C O N TA C T 10 What we do Typical Real Estate Capital Stack Milestone Partners Real Estate Capital Stack
More informationSteve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide
Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Email: hamils25@nationwide.com Direct: 614.249.0935 Steve has over 30 years of experience in the financial services industry.
More informationRAFFIE KALAJIAN. Copyright Top Agent Magazine
RAFFIE KALAJIAN RAFFIE KALAJIAN Raffie Kalajian, a second-generation mortgage banker, was born to work in the mortgage industry. Growing up, while other kids were out playing, he spent much of his time
More informationGuild Mortgage Depth and Breadth of Skills, Experience, Longevity Define the Management Team
March 2018 Guild Mortgage Depth and Breadth of Skills, Experience, Longevity Define the Management Team Leadership Team Backgrounder Guild Mortgage s leadership team sets the tone for an organization that
More informationKENYATTA UNIVERSITY. Speech
KENYATTA UNIVERSITY Speech PROF. OLIVE M. MUGENDA, PhD; MBA, EBS, CBS VICE- CHANCELLOR Career Week 2016 Thursday 4 th February, 2016 The Chief Executive Officer of Kenya Commercial Bank, Mr. Joshua Oigara;
More informationThe Malkin Group at Morgan Stanley
The Malkin Group at Morgan Stanley Morgan Stanley 399 PARK AVE 12TH FL, NEW YORK, NY 10022 212-893-6530 / MAIN 347-438-2919 / FAX www.morganstanley.com/fa/ themalkingroup As the financial world becomes
More informationSharon A. Jones, FAHP, CFRE Vice President of Development Haven Hospice Gainesville, FL
Sharon A. Jones, FAHP, CFRE Vice President of Development Haven Hospice Gainesville, FL Sharon Jones started her career in health care fundraising in 1991. She is Vice President of Development at Haven
More informationExecutive Compensation Strategic Overview
August 2009 Executive Compensation Strategic Overview Pacific Northwest Group at Morgan Stanley Smith Barney a corporate client group of Morgan Stanley Smith Barney Eric Flaten Paul Jackson Executive Compensation
More information2018 WELD Cleveland Leadership Series January
2018 WELD Cleveland Leadership Series January Patty Bollheimer Mary Johnson Holly Matson Kate Bang (Moderator) January 16, 2018 Tuesday Networking 7:30am-8:00am Hosted by: Program 8:00am-9:30am Boys &
More informationThe Garemani Group at Morgan Stanley Smith Barney
The Garemani Group at Morgan Stanley Smith Barney 2121 Avenue of the Stars Suite 1200, Los Angeles, California 90067 310-551-9433 / Main 310-556-1870 / fax www.fa.smithbarney.com/garemanigroup/ The Garemani
More informationNUS Institute of Systems Science appoints Janet Ang as new Chairperson
PRESS RELEASE 31 MARCH 2016 FOR IMMEDIATE RELEASE NUS Institute of Systems Science appoints Janet Ang as new Chairperson Tech veteran succeeds Institute s longest serving Chairman Professor Christopher
More informationThe Park Bay Group at Morgan Stanley Smith Barney
The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through
More informationTo whom it may concern;
Julie Merhege President 7135 E. Camelback Rd, Suite I 201 Scottsdale, AZ 85251 Phone 480.281.8205 Email jmerhege@goldwaterbank.com To whom it may concern; We are excited to announce that Kent Wiechert,
More informationExpert Panel. Moderator. Global Managing Partner, Supply Chain & Operations Officers Practice. Senior Manager, Payment Solutions Operations.
Expert Panel Brad Berke Manisha Dhakad Marc Hochman Heidrick & Struggles Global Managing Partner, Supply Chain & Operations Officers Practice Google Senior Manager, Payment Solutions Operations A.T. Kearney
More informationKOLSRUD INVESTMENT SERVICES TEAM. Colliers International Minneapolis-St. Paul
KOLSRUD INVESTMENT SERVICES TEAM Colliers International Minneapolis-St. Paul Accelerating Success Kolsrudinvestment.com COLLIERS INTERNATIONAL Colliers International is a leader in global real estate services,
More informationFirst Southern Securities, LLC Credentials
First Southern Securities, LLC Credentials Table of Contents SECTION A SECTION B SECTION C SECTION D Overview of First Southern Securities, LLC......3 Services Offered...6 Trading Volume by Credit 1. Municipal...11
More informationThe Niou Way. Portfolio Management Group
The Niou Way Portfolio Management Group With over 29 years of experience, Stamford Niou and the Niou Way group s goal is to protect and grow our clients assets with the emphasis on risk control. The Niou
More informationBrookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI July 29, 2011
Item 1- Cover Page Michael J. Steppe William H. Bergner Lora J. Olenchek Brookfield Investment Partners, LLC 330 South Executive Drive #307 Brookfield, WI 53005 262-785-6751 July 29, 2011 This Brochure
More informationThe Beacon Group at Morgan Stanley Smith Barney. A guiding light for your financial journey
The Beacon Group at Morgan Stanley Smith Barney A guiding light for your financial journey 1800 BROADWAY STE 120 BOULDER, CO 80302 720-562-6233 / MAIN 800-787-5218 / TOLL-FREE 303-939-9007 / FAX http://fa.morganstanleyindividual.com/dana.albright/
More informationAmerican Society of Landscape Architects 636 I Street NW
Honorary Membership Nomination Narrative 2017 Nominee: Nominee s Address: Michael O Brien American Society of Landscape Architects 636 I Street NW City/State/Zip: Washington DC, 20001 Phone: (202) 216-2347
More informationWhy trot when you can gallop? 8 questions to ask broker-dealers when considering independence.
Why trot when you can gallop? 8 questions to ask broker-dealers when considering independence. Increasingly, advisors are contemplating becoming independent business owners to experience the freedom and
More informationLisa Brooks Carmichael, Senior Director of MSP Portfolio Management
Lisa Brooks Carmichael, Senior Director of MSP Portfolio Management Lisa Brooks Carmichael is the Senior Director of Elavon s MSP Portfolio Management team and has been with Elavon for 17 years. Lisa s
More informationDavid J. Adams
David J. Adams david.j.adams@louisville.edu EXPERIENCE University of Louisville - Institute for Product Realization (2016-Present) CEO Executive in charge for the overall strategy, development and execution
More informationOur Mission. About Morgan Stanley Wealth Management
Our Mission Our Approach About Morgan Stanley Wealth Management As an affluent investor, you seek greater simplicity, customized strategies and a high level of service. As your committed financial advisors,
More informationSpeaker Bios AAGM Education Conference. Alexandra Jackiw, CAM CAPS President, Milhaus Management
2017 AAGM Education Conference Speaker Bios Alexandra Jackiw, CAM CAPS President, Milhaus Management Alex Jackiw joined Milhaus in 2014 as President of its property management company where she is responsible
More informationFINC915 Venture Lab Participating Firms: FALL 2009
FINC915 Venture Lab Participating Firms: FALL 2009 and allowing the fund members to capitalize on high-growth opportunities. LOCAL FIRMS: MK Capital Task description: various Location: Northbrook, IL Fund
More informationMike Bensimhon, BSc, MBA, CFP, CIM, FCSI
Mike Bensimhon, BSc, MBA, CFP, CIM, FCSI Mike is an accredited Investment Advisor and award-winning Financial Planner operating a wealth preservation practice with offices in Kerrisdale and down town Vancouver.
More informationHERSHORIN & HENRY, LLP. Thomas S. Van Contract Partner
HERSHORIN & HENRY, LLP ATTORNEYS AT LAW IS PLEASED TO ANNOUNCE THAT Thomas S. Van Contract Partner HAS JOINED OUR FIRM Mr. Van has over 14 years of experience in successfully handling Business Litigation,
More informationThe Princi Group at Morgan Stanley
The Princi Group at Morgan Stanley 53 State Street 39th Floor, Boston, MA 02109 617-589-3500 / MAIN 800-752-2678 / TOLL-FREE 617-227-9070 / FAX peter.b.princi@morganstanley.com Our practice offers the
More informationChris Bridges. Financial Advisor
Chris Bridges Financial Advisor 832 Lake Sumter Landing The Villages, FL 32162 352-751-7847 / MAIN 800-447-6036 / TOLL-FREE 352-753-8234 / FAX christopher.bridges@mssb.com http://fa.morganstanleyindividual.com/christopher.bridges/
More informationSOLAR. Representing clients across the renewable energy industry. Troutman Sanders LLP. troutman.com
SOLAR Representing clients across the renewable energy industry What clients value Troutman Sanders served as counsel to over 5600 MWs of solar projects in 2016-2017. U.S. News Best Lawyers Our innovative
More informationThe New Jersey Family Business of the Year Awards 2018
The New Jersey Family Business of the Year Awards 2018 The most prestigious acknowledgment of the power of family business in the State of New Jersey Winners will be featured in New Jersey Business magazine,
More informationSummer Internship Program
Summer Internship Program 2016-2017 Emerge Capital Summer Internship Program 2016-2017 2 SUMMER INTERNSHIP Emerge Capital Partners is inviting penultimate students to apply for its paid Summer Analyst
More informationThe Walton and Hitt Group at Morgan Stanley. La Jolla, CA
The Walton and Hitt Group at Morgan Stanley La Jolla, CA 1111 Prospect Street La Jolla, CA 92037 858-729-5048 / MAIN 800-473-2331 / TOLL-FREE 858-551-5117 / FAX www.morganstanleyfa.com/thewaltonandhittgroup
More informationSEI Appendix A Team Biographies
SEI Appendix A Team Biographies TEAM BIOGRAPHIES Mark T. Morgan, CFA Client Portfolio Manager Institutional Group Client Portfolio Management Team (Chicago, Illinois) Mark Morgan serves as a Client Portfolio
More informationThe Duddingston Sylvester Group at Morgan Stanley Smith Barney
The Duddingston Sylvester Group at Morgan Stanley Smith Barney 225 South Sixth Street Suite 5100, Minneapolis, Minnesota 55402 866-984-1044 / Toll-Free 612-340-6729 / Main morganstanley.com/fa/ duddingstonsylvestergroup
More informationGoldwater Bank has been featured in the media for many different accomplishments and achievements, from acquisitions to location openings.
Julie Merhege President Goldwater Bank 2525 East Camelback Road, Suite 1100 Phoenix, AZ 85016 Phone 480.281.8205 Email jmerhege@goldwaterbank.com To whom it may concern; Goldwater Bank has been featured
More informationSTART AN EXCITING CAREER
COURSE CATALOG START AN EXCITING CAREER In today s busy world, more and more consumers are relying on professionals to help them plan, organize, and decorate special events. Because of this, the Event
More informationJenkins and Page Wealth Management of RBC Dominion Securities
RBC Dominion Securities Inc. Jenkins and Page Wealth Management of RBC Dominion Securities www.jenkinsandpage.com 1 RBC Dominion Securities Introducing Jenkins and Page Wealth Management of RBC Dominion
More informationGLOBAL RISK AND INVESTIGATIONS JAPAN CAPABILITY STATEMENT
GLOBAL RISK AND INVESTIGATIONS JAPAN CAPABILITY STATEMENT CRITICAL THINKING AT THE CRITICAL TIME ABOUT US The Global Risk and Investigations Practice (GRIP) of FTI Consulting is the leading provider of
More informationmanah Institute of Islamic Finance and Economics Learn at Your Pace, Anytime, Anywhere
manah Institute of Islamic Finance and Economics Learn at Your Pace, Anytime, Anywhere SCHOLARSHIP AVAIL A BLE Amanah Institute of Islamic Finance and Economics (Amanah IIFE) Certified Islamic Fintech
More informationMCPI Annual Conference Tuesday, September 19, 2017
Michigan Council of Professional Investigators MCPI Annual Conference Tuesday, September 19, 2017 Location: Cleary University, 3750 Cleary Drive, Howell, MI 48843 Time 8:45am 9:00am 9:00am 9:45am 9:45am
More informationWalgreens KINSON RUSSO NET LEASED TEAM
KINSON RUSSO NET LEASED TEAM Walgreens PRESENTED BY Douglas T. Kinson Director - Net Leased Properties Group Orlando Office Dir: (407) 557-3842 Cell: (407) 625-9539 Fax: (407) 557-3810 douglas.kinson@marcusmillichap.com
More informationRobert C. Randolph. Vice President-Wealth Management Portfolio Manager Financial Planning Specialist. Connecting Your Lifestyle With Your Dreams
Robert C. Randolph Vice President-Wealth Management Portfolio Manager Financial Planning Specialist Connecting Your Lifestyle With Your Dreams Investors today are busy with work, family and community and
More informationThe Schwamb O Day Group Tailored Advice that Delivers Results
The Schwamb O Day Group Tailored Advice that Delivers Results A team of highly regarded wealth management professionals, the Schwamb O Day Group at Morgan Stanley provides custom-tailored advice and guidance,
More information