Congress Financial
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Congress Financial Employees
Employee
Years
Job
Industry
Francisco Flores Francisco Flores's Congress Financial Experience 1994 - 1997
Job Managing Director at Focus Capital Advisors, Inc.
Industry Investment Banking
Experience
Focus Capital Advisors, Inc December 2010 - Present
Bank of America February 2008 - December 2009
Fox Valley Capital Corp. February 2005 - February 2008
Chase Bank 2003 - 2005
CIT 1997 - 1999
Congress Financial 1994 - 1997
National Westminster Bank USA 1985 - 1993
BMO Harris Bank 1979 - 1985
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Restructuring, Asset Based Lending, Finance, Credit, Leveraged Finance, Loans, Valuation, Commercial Banking, Structured Finance, Portfolio Management, Investment Banking, Commercial Lending, Middle Market, Mergers, Credit Analysis, Loan Origination, Banking, Financial Services, Business Valuation, Workout, Commercial Finance, Debt Restructuring, Credit Risk, Due Diligence, Underwriting, Lines Of Credit, Cash Flow, Financial Structuring, Commercial Real Estate, Capital, Business Planning, Start-ups, Debt
Education
Alliance of Mergers and Acquisitions Advisors / DePaul University 2012 — 2012
Certified Mergers & Acquisitions Advisor
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
Northwestern University 1975 — 1979
BA, Biology
CPA
IL
Focus Capital Advisors, Inc December 2010 - Present
Bank of America February 2008 - December 2009
Fox Valley Capital Corp. February 2005 - February 2008
Chase Bank 2003 - 2005
CIT 1997 - 1999
Congress Financial 1994 - 1997
National Westminster Bank USA 1985 - 1993
BMO Harris Bank 1979 - 1985
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Restructuring, Asset Based Lending, Finance, Credit, Leveraged Finance, Loans, Valuation, Commercial Banking, Structured Finance, Portfolio Management, Investment Banking, Commercial Lending, Middle Market, Mergers, Credit Analysis, Loan Origination, Banking, Financial Services, Business Valuation, Workout, Commercial Finance, Debt Restructuring, Credit Risk, Due Diligence, Underwriting, Lines Of Credit, Cash Flow, Financial Structuring, Commercial Real Estate, Capital, Business Planning, Start-ups, Debt
Education
Alliance of Mergers and Acquisitions Advisors / DePaul University 2012 — 2012
Certified Mergers & Acquisitions Advisor
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
Northwestern University 1975 — 1979
BA, Biology
CPA
IL
Michael Lopata CPA*'s Congress Financial Experience September 1985 - October 1994
Job Financial Advisor at Sagemark Consulting/Lincoln Financial
Industry Financial Services
Experience
Sagemark Consulting/Lincoln Financial April 2010 - Present
Ameriprise Financial/Ameican Express Financial Advisors October 1994 - March 2010
Congress Financial September 1985 - October 1994
Skills
Retirement Planning, Public Speaking, Investments, Strategic Financial..., Estate Planning, Retirement, Management, Series 7, Wealth Management, Student Financial Aid, Financial Services, Tax, Risk Management, Educational Consulting, Small Business, Finance, Insurance, Financial Advisory, Financial Planning
Education
Florida State University 1979 — 1982
Bachelor of Arts, Accounting
Sagemark Consulting/Lincoln Financial April 2010 - Present
Ameriprise Financial/Ameican Express Financial Advisors October 1994 - March 2010
Congress Financial September 1985 - October 1994
Skills
Retirement Planning, Public Speaking, Investments, Strategic Financial..., Estate Planning, Retirement, Management, Series 7, Wealth Management, Student Financial Aid, Financial Services, Tax, Risk Management, Educational Consulting, Small Business, Finance, Insurance, Financial Advisory, Financial Planning
Education
Florida State University 1979 — 1982
Bachelor of Arts, Accounting
Scott Elliotto Scott Elliotto's Congress Financial Experience April 1996 - May 2001
Job Director at Siena Lending Group
Industry Financial Services
Experience
Siena Lending Group August 2012 - Present
Burdale Capital Finance March 2007 - March 2012
GE Capital March 2002 - March 2007
CIT Business Credit May 2001 - March 2002
Congress Financial April 1996 - May 2001
Education
SUNY Brockport 1991 — 1993
BS, Business Administration and Economics
Siena Lending Group August 2012 - Present
Burdale Capital Finance March 2007 - March 2012
GE Capital March 2002 - March 2007
CIT Business Credit May 2001 - March 2002
Congress Financial April 1996 - May 2001
Education
SUNY Brockport 1991 — 1993
BS, Business Administration and Economics
Ken Sands Ken Sands's Congress Financial Experience 1992 - 2002
Job Managing Director at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group December 2002 - Present
Congress Financial 1992 - 2002
National Westminster Bank USA 1983 - 1992
Skills
Investment Banking, Valuation, Hedge Funds, Private Equity, Due Diligence, Capital Markets, Venture Capital
Education
New York University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1979 — 1983
BSBA, Finance, General
Fortress Investment Group December 2002 - Present
Congress Financial 1992 - 2002
National Westminster Bank USA 1983 - 1992
Skills
Investment Banking, Valuation, Hedge Funds, Private Equity, Due Diligence, Capital Markets, Venture Capital
Education
New York University 1988 — 1990
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 1979 — 1983
BSBA, Finance, General
Fred Lerner Fred Lerner's Congress Financial Experience 1996 - 1998
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2001 - Present
New York University June 1983 - Present
Marden Harrison and Kreuter, CPAs 1998 - 2001
Congress Financial 1996 - 1998
The CIT Group 1991 - 1996
Trust Compnay of New Jersey 1984 - 1991
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Skills
Series 63, Credit, Loans, Treasury Management, Forecasting, Sales, Credit Analysis, Data Analysis, Banking, Structured Finance, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Risk Management, Analysis, Underwriting, Cash Flow, Investments, Portfolio Management, Finance, Commercial Lending, Financial Analysis, Private Equity, Equities, Accounting, Commercial Banking, Financial Modeling, Financial Structuring, Cash Management, Executive Management, Due Diligence, Funding, Valuation, Financial Risk, Credit Risk, Financial Services, Asset Management, Restructuring, Capital Markets, Strategic Financial..., Loan Origination, Relationship Management, Real Estate Economics, Mortgage Lending, Securities, Investment Banking, Fixed Income, Real Estate Financing, Business Valuation, Alternative Investments
Education
SUNY Albany 1975 — 1979
BS, Accounting
Jericho High School 1972 — 1975
High School Diploma, General
Wells Fargo June 2001 - Present
New York University June 1983 - Present
Marden Harrison and Kreuter, CPAs 1998 - 2001
Congress Financial 1996 - 1998
The CIT Group 1991 - 1996
Trust Compnay of New Jersey 1984 - 1991
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Taylor Business Institute 1979 - 1989
Skills
Series 63, Credit, Loans, Treasury Management, Forecasting, Sales, Credit Analysis, Data Analysis, Banking, Structured Finance, Corporate Finance, Mergers & Acquisitions, Small Business Lending, Risk Management, Analysis, Underwriting, Cash Flow, Investments, Portfolio Management, Finance, Commercial Lending, Financial Analysis, Private Equity, Equities, Accounting, Commercial Banking, Financial Modeling, Financial Structuring, Cash Management, Executive Management, Due Diligence, Funding, Valuation, Financial Risk, Credit Risk, Financial Services, Asset Management, Restructuring, Capital Markets, Strategic Financial..., Loan Origination, Relationship Management, Real Estate Economics, Mortgage Lending, Securities, Investment Banking, Fixed Income, Real Estate Financing, Business Valuation, Alternative Investments
Education
SUNY Albany 1975 — 1979
BS, Accounting
Jericho High School 1972 — 1975
High School Diploma, General
John Todd's Congress Financial Experience 1995 - 1998
Job Providing companies with asset based loans and commercial real estate loans nationally.
Industry Banking
Experience
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Matt Grimes Matt Grimes's Congress Financial Experience 1995 - 2002
Job Managing Director at Ares Management
Industry Financial Services
Experience
Ares Management May 2015 - Present
First Capital June 2011 - May 2015
CRG Partners 2009 - 2011
GoldenTree Asset Management May 2006 - December 2007
Tennenbaum Capital Partners, LLC November 2002 - June 2006
Congress Financial 1995 - 2002
Skills
Asset Based Lending, Structuring, Commercial Finance, Debt, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Alternative Investments, Valuation, Hedge Funds, Mezzanine, New Business Development, Loan Origination, Banking, Financial Analysis, Lines Of Credit, Restructuring, Budgeting, Leveraged Finance, Deal Structuring, Underwriting, Capital Markets, Funding, Negotiation, Financial Structuring, CPA, Finance, Equities, Financial Services, Investments, Private Equity, Due Diligence, Structured Finance, Middle Market, Turn Around Management, Corporate Finance
Education
USC Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1986
Bachelor of Arts, Social Sciences
Ares Management May 2015 - Present
First Capital June 2011 - May 2015
CRG Partners 2009 - 2011
GoldenTree Asset Management May 2006 - December 2007
Tennenbaum Capital Partners, LLC November 2002 - June 2006
Congress Financial 1995 - 2002
Skills
Asset Based Lending, Structuring, Commercial Finance, Debt, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Alternative Investments, Valuation, Hedge Funds, Mezzanine, New Business Development, Loan Origination, Banking, Financial Analysis, Lines Of Credit, Restructuring, Budgeting, Leveraged Finance, Deal Structuring, Underwriting, Capital Markets, Funding, Negotiation, Financial Structuring, CPA, Finance, Equities, Financial Services, Investments, Private Equity, Due Diligence, Structured Finance, Middle Market, Turn Around Management, Corporate Finance
Education
USC Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1986
Bachelor of Arts, Social Sciences
Kris Filipkowski's Congress Financial Experience November 1999 - May 2001
Job
Industry Financial Services
Experience
Henry Schein December 2012 - Present
Henry Schein November 2010 - December 2012
Henry Schein February 2008 - November 2010
Henry Schein March 2006 - February 2008
Henry Schein November 2004 - March 2006
Henry Schein December 2002 - November 2004
Henry Schein May 2001 - December 2002
Congress Financial November 1999 - May 2001
Skills
Cash Flow Forecasting, Forecasting, Treasury, Cash Management, Hyperion Enterprise, Financial Analysis, Hedging, Working Capital..., Treasury Management, FX Options, Due Diligence, Acquisition Integration, Corporate Finance, Market Research, Finance, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Liquidity Management, Essbase, Internal Controls, Strategic Financial..., Accounting, GAAP, Valuation, Mergers & Acquisitions, Investments, Cash Flow, Credit, Portfolio Management, SEC filings, Consolidation, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Hofstra University 1995 — 1999
BBA
Henry Schein December 2012 - Present
Henry Schein November 2010 - December 2012
Henry Schein February 2008 - November 2010
Henry Schein March 2006 - February 2008
Henry Schein November 2004 - March 2006
Henry Schein December 2002 - November 2004
Henry Schein May 2001 - December 2002
Congress Financial November 1999 - May 2001
Skills
Cash Flow Forecasting, Forecasting, Treasury, Cash Management, Hyperion Enterprise, Financial Analysis, Hedging, Working Capital..., Treasury Management, FX Options, Due Diligence, Acquisition Integration, Corporate Finance, Market Research, Finance, Financial Modeling, Sarbanes-Oxley Act, Financial Reporting, Liquidity Management, Essbase, Internal Controls, Strategic Financial..., Accounting, GAAP, Valuation, Mergers & Acquisitions, Investments, Cash Flow, Credit, Portfolio Management, SEC filings, Consolidation, Managerial Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Hofstra University 1995 — 1999
BBA
Kenneth Sepp's Congress Financial Experience 2001 - 2008
Job Managing Director at Wachovia
Industry Banking
Experience
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Eric Storz, Esq., CPA's Congress Financial Experience 2001 - 2005
Job Managing Member at Storz Consulting Services, LLC
Industry Financial Services
Experience
Storz Consulting Services, LLC November 2008 - Present
Thelen March 2007 - June 2008
BNP Paribas 2005 - 2006
Congress Financial 2001 - 2005
M.R. Weiser & Company 1997 - 2001
Fremont Financial 1996 - 1997
Skills
Due Diligence, Corporate Finance, Loans, Fraud, Internal Audit, Forensic Accounting, Management Consulting, Bankruptcy, Accounting, Valuation, Auditing, Financial Analysis, Compliance, Credit, Asset, Mergers, Financial Reporting, Banking, Risk Management, Funding, Restructuring, Risk, Audit, Analysis, Portfolio Management, SOX, Cash Flow, Underwriting, Budgeting, Debt, Asset Based Lending, Litigation, Accounts Receivable, Excel, Structuring, Litigation Support, Business Valuation, Credit Risk, Internal Controls, Financial Planning, Private Equity, Credit Analysis, Workout, Fraud Investigations, Financial Modeling, Corporate Governance, Liquidation, Financial Accounting, Tax, Cash Management
Education
Fordham University School of Law 2003 — 2006
Doctor of Law (JD), Law
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelors, Accounting
Nassau Community College 1992 — 1994
Accounting
State University of New York at Albany 1991 — 1992
Accounting
Storz Consulting Services, LLC November 2008 - Present
Thelen March 2007 - June 2008
BNP Paribas 2005 - 2006
Congress Financial 2001 - 2005
M.R. Weiser & Company 1997 - 2001
Fremont Financial 1996 - 1997
Skills
Due Diligence, Corporate Finance, Loans, Fraud, Internal Audit, Forensic Accounting, Management Consulting, Bankruptcy, Accounting, Valuation, Auditing, Financial Analysis, Compliance, Credit, Asset, Mergers, Financial Reporting, Banking, Risk Management, Funding, Restructuring, Risk, Audit, Analysis, Portfolio Management, SOX, Cash Flow, Underwriting, Budgeting, Debt, Asset Based Lending, Litigation, Accounts Receivable, Excel, Structuring, Litigation Support, Business Valuation, Credit Risk, Internal Controls, Financial Planning, Private Equity, Credit Analysis, Workout, Fraud Investigations, Financial Modeling, Corporate Governance, Liquidation, Financial Accounting, Tax, Cash Management
Education
Fordham University School of Law 2003 — 2006
Doctor of Law (JD), Law
Baruch College, City University of New York (CUNY) 1994 — 1996
Bachelors, Accounting
Nassau Community College 1992 — 1994
Accounting
State University of New York at Albany 1991 — 1992
Accounting
Haley Alexander's Congress Financial Experience September 2001 - November 2002
Job Financial Analyst at Starbucks Coffee Company
Industry Consumer Goods
Experience
Starbucks Coffee Company October 2007 - July 2008
Colgate Palmolive July 2006 - September 2007
Colgate Palmolive December 2004 - July 2006
Colgate Palmolive December 2002 - December 2004
Congress Financial September 2001 - November 2002
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Starbucks Coffee Company October 2007 - July 2008
Colgate Palmolive July 2006 - September 2007
Colgate Palmolive December 2004 - July 2006
Colgate Palmolive December 2002 - December 2004
Congress Financial September 2001 - November 2002
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2008
MBA, Finance
University of Georgia - Terry College of Business 1997 — 2001
BBA, International Business
Neal Landerer's Congress Financial Experience 1997 - 1999
Job Managing Director at Sterling National Bank
Industry Banking
Experience
Sterling National Bank May 2014 - Present
IDB Bank August 2001 - May 2014
IDB Bank August 1999 - July 2001
Congress Financial 1997 - 1999
Skills
Commercial Lending, Asset Based Lending, Syndications, Credit Analysis, Loans, Banking, Portfolio Management, Credit, Underwriting, New Business Development, Small Business Lending, Loan Origination, Credit Risk, Commercial Banking, Financial Structuring, Capital Markets, Risk Management, Due Diligence, Trade Finance, Treasury Management, Middle Market, Financial Risk, Structured Finance, Cash Management, Cash Flow Lending, Commercial Mortgages, Corporate Finance, Investment Banking, Lines Of Credit, Finance, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Financial Services, Management, Investments, Valuation
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance
Sterling National Bank May 2014 - Present
IDB Bank August 2001 - May 2014
IDB Bank August 1999 - July 2001
Congress Financial 1997 - 1999
Skills
Commercial Lending, Asset Based Lending, Syndications, Credit Analysis, Loans, Banking, Portfolio Management, Credit, Underwriting, New Business Development, Small Business Lending, Loan Origination, Credit Risk, Commercial Banking, Financial Structuring, Capital Markets, Risk Management, Due Diligence, Trade Finance, Treasury Management, Middle Market, Financial Risk, Structured Finance, Cash Management, Cash Flow Lending, Commercial Mortgages, Corporate Finance, Investment Banking, Lines Of Credit, Finance, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Financial Services, Management, Investments, Valuation
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance
Jared Toren's Congress Financial Experience June 2003 - March 2005
Job Founder and CEO at Proper Wealth Management
Industry Investment Management
Experience
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Proper Wealth Management April 2015 - Present
Big Brothers Big Sisters of Central Texas November 2014 - Present
Spout Software, Inc January 2014 - Present
UBS October 2011 - March 2015
Credit Suisse 2010 - 2011
Morgan Stanley Wealth Management February 2010 - October 2010
Eagle Rock Capital, LLC 2007 - May 2009
Echotrade April 2005 - February 2007
Congress Financial June 2003 - March 2005
Education
Isenberg School of Management, UMass Amherst 1999 — 2003
BA, Finance, Economics
Keith Holler's Congress Financial Experience August 1989 - March 2001
Job Vice President/Credit Officer Santander Bank
Industry Banking
Experience
Santander Bank, N.A. November 2006 - Present
Siemens Fin March 2001 - September 2006
Congress Financial August 1989 - March 2001
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Matawan Regional High School 1981 — 1985
HS, College Prep
Santander Bank, N.A. November 2006 - Present
Siemens Fin March 2001 - September 2006
Congress Financial August 1989 - March 2001
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Economics
Matawan Regional High School 1981 — 1985
HS, College Prep
Stan Marcus's Congress Financial Experience 1991 - 1993
Job Fidelis Financial/Capital Business West LLC
Industry Financial Services
Experience
Fidelis Financial/Capital Business West LLC 2008 - Present
Marquette Business Credit 2006 - 2008
Prestige Capital 2004 - 2006
Collateral Control 2001 - 2004
Coast Business Credit 1995 - 2001
BNY Financial 1993 - 1995
Congress Financial 1991 - 1993
GE Capital 1988 - 1991
Houlihan, Lokey, Howard & Zukin 1983 - 1988
Shearson 1981 - 1983
Skills
Asset Based Lending, Factoring, Leveraged Finance, Mezzanine, Project Finance, Corporate Finance, Private Equity, Commercial Finance, Mergers, Commercial Lending, Investment Banking, Venture Capital, Private Placements, Restructuring, Due Diligence, Alternative Investments, Finance, Commercial Banking, Underwriting, Financial Structuring, Mergers & Acquisitions
Education
Harvard Business School 1979 — 1981
MBA, Finance/Marketing
University of California, Los Angeles - School of Law 1983 — 1985
JD, Commercial, Corporate & Business Law
University of Pennsylvania 1974 — 1979
BA, Economics
Fidelis Financial/Capital Business West LLC 2008 - Present
Marquette Business Credit 2006 - 2008
Prestige Capital 2004 - 2006
Collateral Control 2001 - 2004
Coast Business Credit 1995 - 2001
BNY Financial 1993 - 1995
Congress Financial 1991 - 1993
GE Capital 1988 - 1991
Houlihan, Lokey, Howard & Zukin 1983 - 1988
Shearson 1981 - 1983
Skills
Asset Based Lending, Factoring, Leveraged Finance, Mezzanine, Project Finance, Corporate Finance, Private Equity, Commercial Finance, Mergers, Commercial Lending, Investment Banking, Venture Capital, Private Placements, Restructuring, Due Diligence, Alternative Investments, Finance, Commercial Banking, Underwriting, Financial Structuring, Mergers & Acquisitions
Education
Harvard Business School 1979 — 1981
MBA, Finance/Marketing
University of California, Los Angeles - School of Law 1983 — 1985
JD, Commercial, Corporate & Business Law
University of Pennsylvania 1974 — 1979
BA, Economics
Charlotte Bailey's Congress Financial Experience August 2000 - August 2002
Job Insurance Professional
Industry Insurance
Experience
York Risk Services Group 2012 - Present
AIG September 2008 - December 2012
Atlantic Mutual Companies July 2004 - August 2008
Nationwide Insurance August 2002 - July 2004
Congress Financial August 2000 - August 2002
Education
Georgia State University
Risk Management Insurance and Finance
York Risk Services Group 2012 - Present
AIG September 2008 - December 2012
Atlantic Mutual Companies July 2004 - August 2008
Nationwide Insurance August 2002 - July 2004
Congress Financial August 2000 - August 2002
Education
Georgia State University
Risk Management Insurance and Finance
Kenneth Cronin's Congress Financial Experience 1995 - 1997
Job Division Exam Manager at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance June 2009 - Present
Wells Fargo Capital Finance 2007 - 2009
Wells Fargo Capital Finance 2006 - 2007
Wells Fargo Capital Finance 2001 - 2006
National Bank of Canada 1999 - 2001
Congress Financial 1995 - 1997
Skills
Asset Based Lending, Credit Analysis, Loans, Commercial Lending, Credit, Small Business Lending, Credit Risk, Portfolio Management, Asset Management, Due Diligence, Banking, Commercial Banking, Financial Risk, Capital Markets
Education
Adelphi University
Master of Business Administration (M.B.A.), Business Administration and Management
St. John's University
Bachelor's Degree, Finance
Wells Fargo Capital Finance June 2009 - Present
Wells Fargo Capital Finance 2007 - 2009
Wells Fargo Capital Finance 2006 - 2007
Wells Fargo Capital Finance 2001 - 2006
National Bank of Canada 1999 - 2001
Congress Financial 1995 - 1997
Skills
Asset Based Lending, Credit Analysis, Loans, Commercial Lending, Credit, Small Business Lending, Credit Risk, Portfolio Management, Asset Management, Due Diligence, Banking, Commercial Banking, Financial Risk, Capital Markets
Education
Adelphi University
Master of Business Administration (M.B.A.), Business Administration and Management
St. John's University
Bachelor's Degree, Finance
Holly Worrell's Congress Financial Experience December 1989 - February 1999
Job Financial Analyst at PNC Business Credit
Industry Banking
Experience
PNC Business Credit November 1999 - Present
Alpine Industries February 1999 - November 1999
Congress Financial December 1989 - February 1999
Skills
Auditing, Commercial Lending, Portfolio Management, Financial Analysis, Loans, Finance, Credit Analysis, Financial Modeling, Accounting
Education
Kennesaw State University - Michael J. Coles College of Business 1987 — 1997
Bachelor of Business Administration, Accounting
PNC Business Credit November 1999 - Present
Alpine Industries February 1999 - November 1999
Congress Financial December 1989 - February 1999
Skills
Auditing, Commercial Lending, Portfolio Management, Financial Analysis, Loans, Finance, Credit Analysis, Financial Modeling, Accounting
Education
Kennesaw State University - Michael J. Coles College of Business 1987 — 1997
Bachelor of Business Administration, Accounting
Gianpiero Stanzione, MBA's Congress Financial Experience August 1997 - November 2000
Job Underwriter/Sales Associate at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance January 2002 - Present
Wells Fargo Capital Finance November 2000 - January 2002
Congress Financial August 1997 - November 2000
The CIT Group March 1994 - March 1997
Skills
Microsoft Excel, Microsoft Word, Financial Analysis
Education
St. John's University 1997 — 2000
Master of Business Administration (MBA), Finance, General, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, Accounting, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, International Business, 3.2
Wells Fargo Capital Finance January 2002 - Present
Wells Fargo Capital Finance November 2000 - January 2002
Congress Financial August 1997 - November 2000
The CIT Group March 1994 - March 1997
Skills
Microsoft Excel, Microsoft Word, Financial Analysis
Education
St. John's University 1997 — 2000
Master of Business Administration (MBA), Finance, General, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, Accounting, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, International Business, 3.2
Nigel Fabien's Congress Financial Experience September 1999 - June 2005
Job Portfolio Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank November 2010 - Present
Wells Fargo Capital Finance September 2006 - November 2010
Mutual of Omaha August 2005 - September 2006
Congress Financial September 1999 - June 2005
BWIA International Airways 1989 - 1995
Education
Houghton College 1995 — 1999
Bachelor of Science (BSc), Accounting and Business/Management
Capella University
Masters of Business Administration
SunTrust Bank November 2010 - Present
Wells Fargo Capital Finance September 2006 - November 2010
Mutual of Omaha August 2005 - September 2006
Congress Financial September 1999 - June 2005
BWIA International Airways 1989 - 1995
Education
Houghton College 1995 — 1999
Bachelor of Science (BSc), Accounting and Business/Management
Capella University
Masters of Business Administration
Virginia Kiseljack's Congress Financial Experience July 1999 - December 2004
Job
Industry Banking
Experience
PNC Business Credit December 2004 - Present
Congress Financial July 1999 - December 2004
The CIT Group August 1994 - July 1999
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Banking, Budgets, Mergers & Acquisitions, Due Diligence, Finance, Negotiation, Accounting, Loans, Credit, Financial Modeling, Business Strategy, Credit Analysis
Education
Duke University - The Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Sweet Briar College 1980 — 1984
Bachelor's Degree, Economics with Management Certificate
PNC Business Credit December 2004 - Present
Congress Financial July 1999 - December 2004
The CIT Group August 1994 - July 1999
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Banking, Budgets, Mergers & Acquisitions, Due Diligence, Finance, Negotiation, Accounting, Loans, Credit, Financial Modeling, Business Strategy, Credit Analysis
Education
Duke University - The Fuqua School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
Sweet Briar College 1980 — 1984
Bachelor's Degree, Economics with Management Certificate
Martin Valencia's Congress Financial Experience 1998 - 2000
Job Senior Vice President at PNC Business Credit
Industry Banking
Experience
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
PNC Business Credit March 2012 - Present
Union Bank March 2009 - March 2012
J.P. Morgan February 2002 - March 2009
Deutsche Bank 2000 - 2002
Congress Financial 1998 - 2000
Union Bank 1996 - 1998
Wells Fargo Foothill 1992 - 1996
Education
Loyola Marymount University 1987 — 1991
Bachelor of Science (BS), Accounting
Dawn Crain's Congress Financial Experience 1991 - 1993
Job
Industry Publishing
Experience
Fanciful Friend Creations May 2013 - Present
Tucker Federal 1993 - 1997
Congress Financial 1991 - 1993
Education
University of North Carolina at Greensboro 1986 — 1988
BS Finance Minor Economics
University of Florida 1984 — 1986
Fanciful Friend Creations May 2013 - Present
Tucker Federal 1993 - 1997
Congress Financial 1991 - 1993
Education
University of North Carolina at Greensboro 1986 — 1988
BS Finance Minor Economics
University of Florida 1984 — 1986