2015 -
2017 National Direct Mortgage Loan Officer @
2014 -
2015 Account Manager @
2014 -
2014 Financial Representative @
2011 -
2014 Financial Professional @
Jon Ulliman Education
University of Kentucky
Bachelor of Business Administration (B.B.A.) (Finance, General)
2006
-
2010
Dixie Heights High School 2002
-
2006
Jon Ulliman Skills
Public Speaking
Mutual Funds
Consulting
Asset Allocation
Investments
Customer Service
Retirement Planning
Equities
Investment Strategies
Wealth Management
Financial Planning
Loans
Portfolio Management
Financial Analysis
Series 66
Mortgage Lending
Investment Advisory
Retirement
Direct Sales
PowerPoint
Strategic Financial Planning
Rebalancing
Series 63
Finance
Sales Process
Mortgage Modification
Series 7
Uniform Combined State Law
Financial Services
Cold Calling
Leadership
Sales
Jon Ulliman Summary
Jon Ulliman, based in Cincinnati, OH, US, is currently a Senior Mortgage Loan Originator NMLS 1405068 Company NMLS 1507048 at Lakeview. Jon Ulliman brings experience from previous roles at Cross Country Mortgage , Lakeview Loan Servicing, Fifth Third Bank and ComDoc, Inc.. Jon Ulliman holds a 2006 - 2010 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of Kentucky. With a robust skill set that includes Public Speaking, Mutual Funds, Consulting, Asset Allocation, Investments and more. Jon Ulliman has 2 emails and 1 mobile phone numbers on RocketReach.
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