Experience

The Penso Agency

• United States
• Insurance
• 1 - 100 Employee

• Team Leader

  • May 2020 - Present



Helping Hands Community Partners

• United States
• Financial Services
• 1 - 100 Employee

• Mortgage Loan Officer

  • Sep 2018 - Aug 2020



Embrace Home Loans

• United States
• Financial Services
• 400 - 500 Employee

• Mortgage Loan Officer

  • Aug 2016 - May 2018

  Embrace Home Loans (NMLS# 2184) Embrace Home Loans Loan Officer - NMLS# 1290335 Embrace Home Loans (NMLS# 2184) 25 Enterprise Center, Newport, RI 02842 (800) 333-3004, ext. 3355 jveitenheimer@embracehomeloans.com EQUAL HOUSING LENDER www.nmlsconsumeraccess.org I am currently licensed in the following states. AL, AR, CT, DE, IL, IN, KS, MA, NE, NJ, NY, NC, OK, PA, RI, TN, TX, VA. Embrace Home Loans (NMLS# 2184) Embrace Home Loans Loan Officer - NMLS# 1290335 Embrace Home Loans (NMLS# 2184) 25 Enterprise Center, Newport, RI 02842 (800) 333-3004, ext. 3355 jveitenheimer@embracehomeloans.com EQUAL HOUSING LENDER www.nmlsconsumeraccess.org I am currently licensed in the following states. AL, AR, CT, DE, IL, IN, KS, MA, NE, NJ, NY, NC, OK, PA, RI, TN, TX, VA.



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Premier Client Manager

  • Jul 2015 - Dec 2016

  Cultivate and manage new and existing clients relationships for a premier net worth of individuals. Expertly explain and recommend the latest financial products, packages and services to customers on a daily basis, ensuring customers needs interest is met. Cultivate and manage new and existing clients relationships for a premier net worth of individuals. Expertly explain and recommend the latest financial products, packages and services to customers on a daily basis, ensuring customers needs interest is met.



First Command Financial Services, Inc.

• United States
• Financial Services
• 700 & Above Employee

• Finacial Planner

  • Aug 2012 - Sep 2014

  Understanding that the single most powerful contributor to financial well-being is behavior, I work closely with clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one’s financial and personal circumstances, I am ready to assist clients as they pursue their goals through a lifetime financial journey. Show less

• Finacial Planner

  • Aug 2012 - Sep 2014

  I coach those who serve in the pursuit of financial security.