Crestmark Bank
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Crestmark Bank Employees
Crestmark Bank April 2015 - Present
Crestmark Bank May 2011 - March 2015
Title Source April 2011 - March 2013
Crestmark Bank June 2010 - May 2011
Genisys Credit Union April 2009 - June 2010
Extra Credit Union March 2007 - March 2009
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Credit, Asset Based Lending, Banking, Credit Risk, Loans, Financial Risk, Corporate Finance, Risk Management, Commercial Banking, Funding, Commercial Lending, Finance, Analysis, Accounting, Accounts Receivable, Factoring, Financial Services, Microsoft Excel, Small Business, Small Business Lending
Education
Walsh College of Accountancy and Business Administration 2011 — 2013
Master of Management (MM), Finance
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies
Ford Motor Company June 2015 - Present
Team Detroit January 2015 - June 2015
Team Detroit September 2014 - January 2015
Challenge Detroit August 2013 - September 2014
Crestmark Bank August 2013 - September 2014
Kalamazoo College September 2009 - June 2013
Premium Retail Solutions June 2012 - August 2012
Kalamazoo College March 2012 - April 2012
New York Life Insurance Company June 2011 - August 2011
Kalamazoo College June 2011 - August 2011
Skills
Leadership, Public Speaking, Data Analysis, Teamwork, Microsoft Office, Entrepreneurship, Community Outreach, Financial Analysis, French, Auditing, Intercultural..., Financial Accounting, Customer Service, PowerPoint, Microsoft Word, Risk Management, Eye for Details, Stata, Higher Education, Community Organizing, SPSS, Problem Solving, Donor Engagement, iMovie, Marketing, Nonprofits, Fundraising, Social Media, Tutoring, Analysis, Market Research, Finance, Time Management, Corporate Finance, Social Networking
Education
Kalamazoo College 2009 — 2013
Bachelors, Economics
Université de Strasbourg 2011 — 2011
Bachelor of Arts (B.A.), French, European Politics
Okemos High School
High school Diploma
Crestmark Bank August 2008 - Present
Summit Financial June 2007 - July 2008
Wells Fargo (formerly Evergreen Funding) March 2002 - May 2007
Fremont Financial February 1998 - 2000
First Community Financial 1993 - 1996
Skills
Asset Based Lending, Factoring, Middle Market, Commercial Lending
Education
Arizona State University
Bachelor of Science, Business Management
Crestmark Bank November 2005 - Present
GMAC Commercial Finance September 2000 - November 2005
JPMorgan Chase July 1994 - September 2000
NBD 1993 - 2000
Skills
Asset Based Lending, Commercial Lending, Credit, Loans, Credit Analysis, Underwriting, Commercial Banking, Portfolio Management, Small Business Lending, Factoring, Banking, Credit Risk, Lines Of Credit, Cash Management, Financial Risk
Education
Eastern Michigan University 1996 — 1999
Master of Business Administration (MBA)
Western Michigan University 1990 — 1993
Bachelor of Science in Accountancy, Accounting
Crestmark Bank June 2005 - Present
Skills
Credit, Credit Analysis, Loans, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Financial Analysis, Corporate Finance, Credit Risk
Education
Hope College 1988 — 1992
B.A., Business
TL Handy
Crestmark Bank November 2014 - Present
Crestmark Bank September 2014 - November 2014
Crestmark Bank February 2014 - September 2014
Custom Stone and Brick July 2012 - February 2014
AmMed Direct June 2010 - July 2012
AmMed Direct September 2008 - June 2010
American Home Patient November 2007 - June 2008
Skills
Healthcare, HIPAA, Outlook, Data Entry, Customer Service, Software Documentation, Access, Medicare, Call Centers, Medical Terminology, Microsoft Office, Process Improvement, Microsoft Excel, Effective Communication, Construction Management, Leadership, Quality Assurance
Education
Middle Tennessee State University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of Phoenix 2007 — 2008
Associates of Arts in Accounting, Accounting
Crestmark Bank October 2007 - Present
LaSalle Bank March 1998 - March 2007
Comerica Bank July 1986 - February 1997
Education
University of Michigan-Dearborn
Bachelor of Business Administration (BBA), Accounting
Crestmark Bank February 2013 - Present
GlobalHealth Education & Training September 2011 - March 2013
Kaplan University July 2007 - August 2011
Bank of America June 2005 - July 2007
Skills
Higher Education, Education, Composition, Training, Student Financial Aid, Admissions, Admissions Counseling, Academic Advising, Transcripts, Compliance, Adult Education, Enrollment Management
Education
Kaplan University 2008 — 2012
Master of Business Administration (M.B.A.), Masters of Business Administration
Florida Atlantic University 2002 — 2007
Bachelor of Arts (B.A.), Education
CBC National Bank July 2014 - Present
STS December 2002 - Present
GulfCoast Business Finance, Inc. CDC May 2013 - June 2014
Capital Banking Solutions October 2010 - June 2013
Crestmark Bank May 2007 - 2010
Goldleaf Financial Services Now a Jack Henry Company January 2004 - May 2007
Skills
Banking, Loans, Commercial Lending, Commercial Banking, Business Strategy, Asset Based Lending, Finance, Small Business Lending, Credit, SBA
Education
St. Thomas University
BA, School of Business
PNC Business Credit January 2015 - Present
Crestmark Bank December 2012 - January 2015
Crestmark Bank July 2006 - December 2012
Charter One Bank July 2004 - July 2006
Washington Mutual July 2003 - July 2004
Fifth Third Bank August 2002 - July 2003
GMAC Commercial Finance July 1999 - August 2002
NBD Bank/Bank One December 1997 - June 1999
NBD Bank May 1996 - December 1997
Skills
Lines Of Credit, Credit, Commercial Lending, Commercial Finance, Financial Accounting, Loans, Credit Risk, Asset Based Lending, Portfolio Management, Commercial Banking, Microsoft Excel, Factoring, Working Capital..., Contract Negotiation, Credit Analysis, Mortgage Lending, Sales, Due Diligence, Small Business Lending, Funding, Cash Flow, Account Management, Customer Service, Negotiation, Financial Analysis, Relationship Management, Accounts Receivable, Finance, Accounting, Corporate Finance, Auditing, Financial Services, Analysis, Financial Modeling, New Business Development, Risk Management, Underwriting, Cash Management, Trade Finance, Financial Risk, Financial Reporting, Microsoft Office, Banking
Education
Wayne State University 2000 — 2003
Master of Business Administration (MBA), Finance
Central Michigan University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Crestmark Bank 2007 - Present
Maple Commerical Finance 2004 - 2007
Skills
Credit, Factoring, Credit Analysis, Portfolio Management, Transportation, Small Business Lending, Asset Based Lending, Commercial Lending, Underwriting, Commercial Banking, Commercial Finance, Corporate Finance, Middle Market, Loans, Banking, Credit Risk, Finance, Funding, Due Diligence, Financial Analysis, Working Capital..., Lines Of Credit, Cash Flow, Cash Flow Lending, Financial Risk, Accounts Receivable, Trade Finance, Small Business, Asset Management, Loan Origination, Mergers & Acquisitions, Risk Management, Financial Services, Financial Structuring, Structured Finance, Strategic Financial..., Treasury Management, Relationship Management, Internal Controls, Leveraged Finance, Analysis, Financial Modeling
Education
Belmont University - Jack C. Massey Graduate School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General
Haslam College of Business at the University of Tennessee 2000 — 2004
BS, Finance
Crestmark Bank June 2014 - Present
Capital One February 2012 - May 2014
Capital One February 2009 - February 2012
Edward Jones March 2008 - December 2008
Skills
Due Diligence, Finance, Credit, Financial Analysis, Banking, Loans, Credit Analysis, Financial Modeling, Portfolio Management, Commercial Lending, Risk Management, Credit Risk
Education
Loyola University New Orleans 2011 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern Louisiana University 2006 — 2007
Bachelor of Science (B.S.), Finance, General
Crestmark Bank March 2015 - Present
Crestmark Bank February 2013 - February 2015
Crestmark Bank April 2011 - January 2013
Crestmark Bank July 2010 - March 2011
Skills
Asset Based Lending, Microsoft Excel, Financial Analysis, Loans, Commercial Finance, PowerPoint, Microsoft Office, Commercial Lending, Factoring, Customer Service, Credit Analysis, Financial Modeling, Credit, Auditing, Finance, Corporate Finance, Credit Risk, Due Diligence, Banking, Commercial Banking, Cash Flow, Accounts Receivable, Lines Of Credit, Small Business Lending, Analysis, Trade Finance, Asset Management, Financial Risk, Financial Services, Financial Statement..., Working Capital..., Mergers & Acquisitions, Small Business, Risk Management, Internal Controls, Funding, Middle Market, Portfolio Management, Financial Structuring, Underwriting, Treasury Management, Cash Management
Education
Kalamazoo College 2005 — 2009
Bachelor of Arts (B.A.), Major in Economics and Minor in Physics
Universidad Antonio de Nebrija 2008 — 2008
Semester Abroad, Spanish Language and Culture
Bishop Foley Catholic High School 2001 — 2005
BB&T January 2008 - Present
Crestmark Bank March 2001 - January 2008
Skills
Asset Based Lending, Commercial Banking, Finance, Factoring, Structured Finance, Funding, Loans, Credit, Commercial Lending, Mergers & Acquisitions, Small Business Lending, Banking, Middle Market, Credit Analysis, Commercial Finance, Cash Flow Lending, Lines Of Credit, Portfolio Management, Underwriting, Financial Structuring, Loan Origination, Credit Risk, Commercial Mortgages, SBA, Treasury Management
Education
Randolph-Macon College 1994 — 1997
BS/BA, Business/Economics and Environmental Studies
Crestmark Bank January 2005 - Present
Motown First Federal Credit Union August 2003 - May 2005
KCI January 1994 - January 2002
Education
University of Detroit Mercy 1975 — 1979
MBA, (not conferred)
University of Detroit Mercy
Bachelor of Science, Accounting
Pathway Lending October 2013 - Present
The Alternative Lending Group (ALG) February 2011 - Present
Tennessee Bankers Association September 2010 - Present
Chi Omega Fraternity Executive Headquarters January 2010 - Present
Ole Miss Alumni of Middle TN September 2009 - Present
Marathon Group, LLC September 2012 - October 2013
Nashville Business Forum July 2012 - August 2013
Crestmark Bank July 2011 - June 2012
BancSource Advisors, Inc. August 2009 - July 2011
Hoehn Motors September 2003 - June 2009
Skills
Strategic Planning, New Business Development, Connectivity, Community Outreach, Community Development, Building Relationships, Banking Relationships, Nonprofits, Non-profits, Finance, Commercial Lending, Account Management, Business Development, Banking, Entrepreneurship, Human Resources, Loans, Marketing, Sales, Leadership Development, CRM, Program Management, Financial Services, Social Networking, Organizational..., Leadership, Marketing Strategy, Customer Service, Team Building, Fundraising, Salesforce.com, Time Management, Small Business, Strategy, Networking, Start-ups, Business Planning, Event Planning, Public Relations, Training
Education
University of Mississippi 1999 — 2003
Bachelor 's Degree, Human and Organizational Development
Crestmark Bank June 2014 - Present
Public Administration Organization September 2012 - June 2014
CSUSB CPBA Student Services Center September 2012 - June 2014
San Bernardino County Administrative Office- Legislative Affairs October 2012 - December 2012
California State University, San Bernardino Office of Housing and Residential Life June 2011 - September 2012
Jostens September 2009 - June 2010
Summit HIgh School Associated Student Body September 2008 - June 2010
Skills
Customer Service, Time Management, Data Entry, File Management, PowerPoint, Microsoft Word, Fax, Microsoft Excel, Microsoft Publisher, Answering Phones, Management, Higher Education, Public Speaking, Research, Microsoft Office, Community Outreach, Leadership, Fundraising, Social Networking, Event Planning, Nonprofits, Public Relations, Leadership Development, Strategic Planning, Government, Student Affairs, Student Development, Marketing, Data Analysis, Organizational..., Policy, Statistics, System Administration, Team Building, Telephone Skills, Program Development, Outlook, Human Resources, Volunteer Management, Teamwork, Program Management, Staff Development, Facebook, Training, Analysis, Grant Writing, Access, SPSS, Administrative..., Resume Writing
Education
California State University-San Bernardino 2010 — 2014
Bachelor of Arts, Business Administration; Public Administration, Senior
California State University-San Bernardino 2010 — 2014
Bachelor of Arts, Business Administration; Accounting, Senior
Summit High School 2006 — 2010
High School Dipolma
Hitachi Business Finance November 2012 - Present
Hennessey Capital August 2002 - November 2012
Crestmark Bank November 1998 - July 2002
Strobl & Sharp PC (formerly Strobl & Manoogian PC) 1992 - November 1998
Skills
Start-ups, Strategic Planning, Investments, Banking, Financial Analysis, Financial Risk, Derivatives, Equities, Financial Modeling, Finance, Management, Operations Management, Due Diligence, Commercial Lending, Asset Based Lending, Credit, Credit Analysis, Funding, Factoring
Education
Oakland University 1987 — 1992
Bachelor of Arts (B.A.), Human Resources Management and Services
Lake Orion High School 1984 — 1987
Crestmark Bank May 2015 - Present
TGI Direct May 2011 - May 2015
J.T.D. Enterprises August 2009 - June 2011
2004-2009Total Filtration Services, Inc April 2004 - July 2009
Skills
ASP.NET, C#, .NET, CSS, Microsoft SQL Server, SQL, Visual Basic, Visual Studio, XML, VB.NET, HTML, Programming, Windows
Education
Kaplan University 2007 — 2009
BSIT, Application Development and Database Programming
Central Arizona College 1997 — 1999
AAS, Electrical Engineering
Burr Oak High School 1994 — 1997
Diploma, Engineering
2003 - 2004PCDI (Now Ashworth College)
2005 - 2009Kaplan University
BSIT, Applications Programming
Oakland University
Crestmark Bank September 2011 - Present
Comdata September 2011 - 2013
General Electric Capital Corporation June 2000 - February 2003
AmSouth Bank 1996 - 2000
AmSouth Bank 1992 - 1996
AmSouth Bank 1990 - 1992
Skills
Credit, Insurance, Software Documentation, Sales, Negotiation, Quality Assurance, Credit Analysis, Risk Management
Education
Trevecca Nazarene University
Management in Human Relations
Crestmark Bank October 2014 - Present
Chief Financial Federal Credit Union November 2012 - September 2014
The Moose Preserve February 2012 - November 2012
Rainforest Cafe July 2009 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Galaxy, Micros, Aloha, Customer Service, Cash Handling Experience, Loans, Diplomacy, Phone Etiquette, Filing, Multi Tasking, Event Planning, Client Relations Skills, Problem Solving, Typing, Employee Training, Office Management, Deposits, Accounts Payable, Spreadsheets, General Awesomeness, Customer Satisfaction, Office Administration, Data Entry, Invoicing, Teamwork, Payroll, Critical Thinking, Telephone Skills, Outlook, Cash Management, Banking, Credit Analysis, Finance, Sales, Financial Analysis, Leadership
Education
Baker College of Auburn Hills 2012 — 2015
Still Attending, Accounting
Crestmark Bank September 2011 - Present
Clearwire April 2009 - August 2010
NCI November 2007 - April 2010
Harrah's Entertainment September 2005 - November 2007
Tek Systems September 2002 - October 2007
Comerica Bank December 2005 - July 2006
Ford Motor Co June 2005 - November 2005
Select Comfort May 2005 - June 2005
Tek Systems April 2004 - May 2005
Towers Perrin August 2004 - April 2005
Skills
Servers, Network Administration, Windows Server, Penetration Testing, Computer Security, Network Security, Active Directory, CISSP, Firewalls, Cisco Technologies, Switches, Wireless Networking, Technical Support, Routers, Security
Education
Eastern Michigan University 2002 — 2003
Independant Studies
Henry Ford Community College 2000 — 2002
CCNA, Cisco Networking Academy
High school at Gabriel Richard
Transport Financial Solutions July 2014 - Present
Women's Business Center of North Alabama January 2014 - October 2014
Fountain Parker Harbarger & Associates, LLC August 2013 - July 2014
Plan B Funding, LLC June 2010 - July 2014
Marquette Transportation Finance September 2012 - August 2013
Camber Corporation August 2011 - September 2012
Federal National September 2010 - July 2011
Crestmark Bank September 2009 - August 2010
Corporate Billing LLC March 1997 - September 2009
Empire Pipe and Supply Company January 1995 - March 1997
Skills
Factoring, Finance, Trucking, Asset Based Lending, Transportation, Commercial Finance, Funding, Insurance, Commercial Lending, Small Business Lending, Business Development, Financial Risk, Financial Services, Leadership, Credit, Banking, Sales, Due Diligence, Credit Analysis, Financial Analysis, Corporate Finance, Strategic Planning, Working Capital..., Marketing Strategy, Portfolio Management, Structured Finance, Commercial Banking, Risk Management, Financial Structuring, Management, Cash Management, Lines Of Credit, Relationship Management, Strategic Financial..., Loans, Credit Risk, Restructuring
Education
Auburn University, College of Business 1990 — 1993
BS, Finance
Decatur High School 1984 — 1988
Vistage Michigan March 2013 - Present
Incite Performance Associates November 2012 - Present
Forum Corporation September 2011 - November 2012
SBC Consulting 2009 - 2011
Optimal Results, LLC 2001 - 2009
Crestmark Bank February 2007 - November 2008
Deloitte & Touche, LLP 1999 - 2001
United Training Services 1997 - 1998
Highlights of Prior Experience - Corporate 1982 - 1997
Kepner-Tregoe 1991 - 1993
Skills
ISO 9000/TS 16949 Lead..., Lean Green Belt, Emotional Intelligence, Project Management, Critical Thinking, Strategy Formulation, Executive Coaching, Human Resources, Behavioral Conditioning, Leadership Development, Turnaround Experience, Managing Start-ups, Commercial Banking, Operations Management, Financial Analysis, Internal Audit, Global Management, Change Management, Organizational..., Six Sigma, Leadership, Process Improvement, Strategic Planning, Recruiting, Training, Organizational..., Coaching, Strategy, Management, Team Building, New Business Development, Executive Management, Program Management, Consulting, Organizational Design, Executive Development, Culture Change, Staff Development, Performance Management, Marketing, 360 Feedback, Performance Improvement, Management Development, Business Planning, Workshop Facilitation, Business Coaching, MBTI, Start-ups, Talent Management, Career Development
Education
Loyola University of Chicago 1983 — 1986
Graduate studies: MBA and MS in Industrial Relations, Business, Management, Marketing, and Related Support Services
Purdue University 1975 — 1981
BS, Industrial Engineering / Industrial Management
Crestmark Bank 2014 - Present
PNC Business Credit 2004 - 2013
Jerold Slutsky, Audit and Accounting Services 1985 - 2004
Skills
Negotiation, Microsoft Office, Customer Service, Outlook, Budgets, English, Microsoft Excel, Microsoft Word, Windows, Strategic Planning, Research, Loans, Portfolio Management, Credit Risk, Asset Based Lending, Credit, Commercial Banking, Financial Services, Credit Analysis, Lines Of Credit, Accounting, Working Capital..., Financial Analysis, Auditing, Banking, Commercial Lending, Due Diligence, Corporate Finance
Education
Pace University
Master of Business Administration (MBA), Accounting
New York University
Bachelor's degree, Banking and Finance
Marquette Commercial Finance September 2011 - Present
First Capital April 2008 - September 2011
Summit Financial Resources 2005 - 2008
Crestmark Bank January 2002 - January 2005
Skills
Factoring, Credit, Commercial Banking, Asset Based Lending, Commercial Finance, Loans, Middle Market, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Funding, Structured Finance, Loan Origination, Financial Services, Commercial Mortgages, Private Equity, Cash Flow Lending, Finance, Lines Of Credit, Banking, Underwriting, Due Diligence, Investment Banking, Cash Flow, Portfolio Management, Trade Finance, Financial Structuring, Mergers & Acquisitions, Restructuring, Mortgage Lending, Corporate Finance, Financial Analysis, Credit Risk, Working Capital...
Education
Missouri State University 1966 — 1970
BS, Business Administration, with majors in Accounting and Finance
McGladrey August 2012 - Present
P&GAssociates August 2010 - August 2012
Andrew Barrow & Associates June 2008 - September 2010
Valley National Bank 2007 - 2008
Crestmark Bank 2006 - 2008
SunTrust Bank September 2005 - June 2006
The Harbor Bank of Maryland 2001 - 2004
Carrollton Bank 1999 - 2001
Bank of America 1996 - 1999
United Jersy Bank 1987 - 1995
Skills
Customer Relations, Banking, Structuring, Risk, Audit, Credit, Underwriting, Risk Management, Portfolio Management, Loans, New Business Development, Analysis, Commercial Banking, Small Business, Credit Analysis, Financial Structuring, Financial Risk, Asset Management, Business Development, Auditing, Financial Analysis, Customer Service, Strategic Financial..., Commercial Lending, Relationship Management, Management, Internal Audit, Internal Controls, Mortgage Lending, Small Business Lending, Middle Market, Strategic Planning, Financial Modeling, Financial Services, Finance, Credit Risk, Asset Based Lending, Due Diligence, Commercial Mortgages, Funding, Restructuring, Valuation, Investment Banking, Capital Markets, Loan Origination, Lines Of Credit, Corporate Finance, Enterprise Risk..., Treasury Management, Cash Flow
Education
Eastern University
BA, Economics
eCapital LLC September 2014 - Present
Crestmark Bank February 2011 - April 2014
Asset Commercial Credit June 2006 - September 2010
AeroFund Financial August 2000 - January 2006
Riviera Finance 1988 - 2000
Heller Financial 1986 - 1988
Skills
Factoring, Asset Based Lending, Underwriting, Credit, Portfolio Management, Financial Analysis, Risk Management, Credit Analysis, Funding, Due Diligence, Customer Relations, Banking, Financial Risk, Finance, Customer Service, Commercial Finance, Middle Market, Corporate Finance, Loans, Credit Risk, Financial Structuring, Small Business Lending, Financial Modeling, Commercial Banking, Cash Flow, Commercial Lending, Mortgage Lending, Cash Flow Lending, Working Capital..., Lines Of Credit, Trade Finance, Restructuring, Treasury Management, Financial Services, Structured Finance, Cash Management
Education
University of California, Santa Barbara 1984 — 1986
BA, Economics
Phoenix Capital Group, LLC February 2013 - Present
Crestmark Bank November 2007 - November 2012
Comdata Network, Inc. September 2003 - November 2007
Arrow Electronics, Inc. October 2000 - June 2003
Transamerica Distribution Finance August 1998 - September 2000
Sanwa Business Credit Corporation December 1997 - July 1998
Whirlpool Financial Corporation April 1992 - November 1997
Skills
Credit, Credit Analysis, Credit Risk, Loans, Financial Analysis, Factoring, Portfolio Management, Banking, Risk Management, Asset Based Lending, Financial Risk, Accounts Receivable, Commercial Lending, Working Capital..., Underwriting, Commercial Finance, New Business Development, Mergers, Small Business Lending, Account Management, Freight Transportation
Education
Austin Peay State University 1986 — 1991
Bachelor of Business Administration, Finance, Economics
Deerpath Capital Management, LP December 2014 - Present
Spearhead Capital, LLC April 2014 - May 2014
1st United Bank March 2011 - July 2013
CranRidge Capital January 2013 - May 2013
EFA Partners LLC August 2010 - April 2011
Aqua Marine Partners, LLC December 2010 - December 2010
Crestmark Bank August 2009 - September 2009
Comvest Partners September 2007 - January 2009
Praesidian Capital Investors LLC January 2006 - August 2007
Fifth Street Capital LLC December 2004 - December 2005
Skills
Due Diligence, Investment Banking, Valuation, Private Equity, Financial Modeling, Portfolio Management, Credit, LBO, Financial Analysis, Fixed Income, DCF, Equities, Mezzanine, Leveraged Finance, Investments, Credit Analysis, Corporate Finance, Venture Capital, IPO, Business Valuation, Capital Markets, Capital Structure, Equity Valuation, Structured Finance, Capital, Corporate Development, Deal Structuring, Industry Analysis, Deal Sourcing, Deal Execution, Debt, Structuring, Restructuring, Divestitures, Recapitalizations, Private Placements, Buyouts, Joint Ventures, IRR, Sell Side, NPV, Fairness Opinions, Growth Capital, Equity Capital Markets, Asset Management, Sensitivity Analysis, Buy-side, Hedge Funds, Financial Structuring, Negotiation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA / MSF, Management / Finance
Boston College 2002 — 2004
MBA / MSF, Management / Finance
Washington University in St. Louis - Olin Business School 1994 — 1998
BSBA, Finance, Economics, International Business
Washington University in St. Louis 1994 — 1998
BSBA, Finance, Economics, International Business
Holliston High School 1989 — 1994
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Crestmark Bank March 2011 - Present
Crestmark Bank January 2006 - March 2011
Skills
Asset Based Lending, Operations Management, Account Reconciliation, Invoice Verification, Performance Reviews, Mentoring, Employee Training, Credit, Commercial Lending, Risk Management, Credit Risk, Banking, Small Business Lending, Credit Analysis, Consumer Lending, Loans, Commercial Banking, Finance, Financial Services, Financial Analysis, Portfolio Management, Financial Risk
Education
Rasmussen College-Minnesota
Associate of Arts and Sciences (AAS), Business Management and Sales
Crestmark Bank February 2015 - Present
Crestmark Bank January 2014 - February 2015
PKSA Karate Louisiana February 2013 - October 2013
YMCA September 2010 - August 2012
Skills
Teamwork, Microsoft Office, Customer Service, Financial Analysis, Data Entry, Inventory Management, Financial Statements, Cash Flow, Auditing, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Leadership, Social Networking, Marketing, Accounting, Outlook, Sales, Access, Spanish, Social Media Marketing, Account Reconciliation, Financial Audits
Education
LSU 2012 — 2013
Bachelor of Science (BS), Finance
Lone Star College System 2009 — 2011
Associate of Arts (AA), Business
Academia Merici de Venezuela 1996 — 2008
High School Diploma, Humanities/Humanistic Studies
The Goddard School October 2013 - Present
Level Health and Fitness August 2011 - August 2013
Crestmark Bank June 2013 - July 2013
Kerbys Coney Island September 2012 - January 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Leadership, Event Planning, Public Speaking, Teamwork, Time Management, Social Media
Education
Macomb Community College 2013 — 2017
Romeo High School 2009 — 2013
Crestmark Bank April 2010 - Present
The Home Depot October 1999 - April 2010
Skills
Financial Analysis, Finance, Loans, Credit, Microsoft Excel, Accounts Receivable, Banking, Customer Service, Credit Analysis, Cash Flow, Commercial Lending, Account Management, Microsoft Office, Commercial Banking, Small Business Lending, Corporate Finance, PowerPoint, Portfolio Management, Team Building, Microsoft Word
Education
Florida Atlantic University 2009 — 2010
Accounting and Business/Management
University of Phoenix 2005 — 2009
Master of Business Administration (MBA)
Bank of America July 2014 - Present
Asset Based Lending April 2014 - Present
Crestmark Bank March 1999 - March 2014
Michigan National Bank 1987 - 1998
Skills
Middle Market, Loans, Commercial Banking, Portfolio Management, Loan Origination, Factoring, Asset Based Lending, Commercial Lending, Small Business Lending, Credit Analysis, Credit, Banking, Commercial Finance, Funding, Commercial Real Estate, Sales, Lines Of Credit, Finance, Financial Risk, Cash Flow Lending, Cash Flow, Restructuring, Working Capital..., Financial Structuring, Underwriting
Education
University of Phoenix-Metro Detroit Campus 1999 — 2003
Bachelor of Science (BS), Marketing
University of Detroit Mercy 1985 — 1987
Pre-Law Studies
Crestmark Bank October 2013 - Present
Crestmark Bank August 2011 - Present
Crestmark Bank July 2010 - August 2011
United States Senate January 2009 - June 2009
PennDOT (Pennsylvania Department of Transportation) May 2006 - August 2007
Skills
Financial Analysis, Auditing, Banking, Commercial Banking, Credit Analysis, Factoring, Credit, Asset Based Lending, Public Speaking, Loans, Commercial Finance, Corporate Finance, Management, Small Business Lending, Portfolio Management, Financial Services, Commercial Lending, Cash Flow Forecasting, Financial Modeling, Turn Around Management, Private Equity
Education
Kent State University 2005 — 2010
BA, Economics, Marketing
Crestmark Bank April 2010 - Present
Crestmark Bank April 2010 - April 2012
Wells Fargo Trade Capital May 2005 - March 2010
GMAC Commercial Finance April 2003 - May 2005
GE Capital July 1999 - March 2003
Skills
Asset Based Lending, Finance, Factoring, Loans, Commercial Lending, Small Business Lending, Underwriting, Credit Analysis, Cash Flow, Middle Market, Small Business, Commercial Banking, Corporate Finance, Portfolio Management, Credit, Loan Origination, Lines Of Credit, Due Diligence, Credit Risk, Refinance, Financial Analysis, Mortgage Lending, Funding, Cash Flow Lending, Accounts Receivable, Banking, Mergers & Acquisitions, Trade Finance, Restructuring, Commercial Mortgages, Risk Management, Treasury Management, Financial Risk, Construction Loans, Commercial Finance, Financial Services, Cash Management, SBA, Executive Management, Financial Structuring, Financial Modeling, Working Capital..., Asset, Consumer Lending, Relationship Management, Asset Management, Strategic Financial..., Mortgage Banking, Merchant Services, Leveraged Finance
Education
East Carolina University 1968 — 1972
Music Education
Advantage Capital Partners October 2014 - Present
Financial Consultant April 2012 - September 2014
Crestmark Bank May 2010 - April 2012
Gulf Coast Business Credit November 2002 - April 2010
Hibernia National Bank 1998 - 2002
Hibernia National Bank 1993 - 1998
Skills
Commercial Finance, Credit, Financial Modeling, Factoring, Credit Risk, Lines Of Credit, Asset Based Lending, Small Business Lending, Trade Finance, Risk Management, Financial Analysis, Commercial Banking, Loans, Strategic Planning, Funding, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Due Diligence, Accounts Receivable, Finance, Financial Services, Financial Risk, Small Business, Mortgage Lending, Cash Flow, Team Building, Consumer Lending, Corporate Finance, Middle Market, Negotiation, Workout, Sales Management, Banking, New Business Development, Treasury Management, Mergers & Acquisitions, Financial Structuring, Cash Management, Working Capital..., Restructuring, Structured Finance, Strategic Financial..., Executive Management, Private Equity, Relationship Management, Commercial Mortgages, Investments
Education
Loyola University New Orleans 1985 — 1987
Finance
Loyola University New Orleans
St Joseph high school
St Joseph high school
St Joseph high school
Crestmark Bank September 2015 - Present
Crestmark Bank January 2013 - September 2015
Ultimate Financial Solutions, LLC September 2005 - January 2013
Sterling Factors subsidiary of Sterling National Bank 1998 - 2005
The CIT Group 1984 - 1998
Skills
Credit, Customer Service, Banking, Customer Relations, Strategic Planning, Financial Analysis, Negotiation, Mergers, Portfolio Management, Sales Management, Budgeting, Team Building, Business Planning, Public Speaking, New Business Development, Contract Negotiation, Risk Management, Account Management, Business Analysis
Education
City University of New York-Brooklyn College 1975 — 1976
B.S., Education
Oklahoma Christian University 1974 — 1974
Kingsborough Community College 1972 — 1974
Crestmark Bank April 2013 - Present
Austin Financial Services, Inc. October 2007 - March 2013
US Bank October 2005 - September 2007
Business Alliance Capital Corporation December 1999 - October 2005
Fremont Financial Corporation June 1992 - December 1999
Skills
Underwriting, Credit, Financial Structuring, Asset Based Lending, Commercial Banking, Credit Risk, Banking, Leadership, Portfolio Management, Auditing, Loans, Commercial Lending, Loan Origination, Financial Services, Small Business Lending, Restructuring, Asset Management, Financial Analysis, Funding, Structured Finance, CRM, Lines Of Credit, Leveraged Finance, Credit Analysis, Relationship Management, Cash Flow, Finance, Corporate Finance, Due Diligence, Financial Modeling, Executive Management, Management, Syndications, Middle Market, Financial Risk, Trade Finance, Commercial Real Estate, Commercial Finance, Risk Management, Refinance
Education
California State University-San Bernardino 1985 — 1987
Bachelor of Arts, Business Administration
PNC February 2014 - Present
Lotus Bank February 2013 - February 2014
Clarkston State Bank January 2008 - February 2013
The Private Bank And Trust Company March 2000 - December 2007
Crestmark Bank September 1995 - March 2000
Franklin Bank 1990 - 1992
Skills
Small Business Lending, Commercial Lending, Loans, Consumer Lending, Banking, Credit Analysis, Loan Origination, Commercial Banking, Credit, Commercial Mortgages, Mortgage Lending, Portfolio Management, Retail Banking, Sales, Underwriting
Education
Baker College Business and Corporate Services
Bachelor of Business Administration, Human Resource Management
Northern Michigan University
Crestmark Bank 2007 - 2009
Goldleaf Financial Solutions 1998 - 2007
Skills
Underwriting, Business, Business Development, Loans, Sales Management, Profit, Budgets, Credit Analysis, CRM, Strategy, Commercial Lending, Negotiation, Public Speaking, Management, Strategic Planning, Sales, Account Management, Risk Management, Business Strategy, Marketing, Training, Financial Services, Executive Management, B2B
Education
California State University-Fullerton
BA, Marketing
Boynton Plastic Surgery June 2015 - Present
Lucas Group November 2014 - June 2015
Glazer's Distributors January 2013 - October 2014
Crestmark Bank March 2012 - December 2012
Skills
QuickBooks Accounting..., Word, WordPerfect, PowerPoint, Excel, Microsoft Word, Wordperfect, Microsoft Excel, Banking, Finance, Asset Based Lending, Factoring, Business Development, Account Management, Negotiation, Mergers, Marketing, Financial Analysis, Retail, Risk Management, Sales, Cold Calling, Recruiting, Time Management, Customer Service, Training, Leadership, Management
Education
Texas State University-San Marcos 2007 — 2011
McCoy College of Business: Bachelor of Business Administration, Major: Business Management
Memorial High School 2003 — 2007
Sallyport Commercial Finance, LLC September 2015 - Present
Security Business Capital June 2013 - September 2015
Crestmark Bank October 2006 - May 2013
First Horizon Merchant Services June 2004 - March 2006
OppenheimerFunds May 1998 - May 2004
Placement Professionals February 1996 - May 1998
Skills
Factoring, Asset Based Lending, Working Capital..., Commercial Lending, Small Business Lending, Portfolio Management, Financial Services, Cash Flow, Credit Risk, Financial Risk, Small Business, Commercial Finance, Leveraged Finance, Cash Flow Lending, Trade Finance, Loan Origination, Relationship Management, Lines Of Credit, Commercial Banking, Structured Finance, Accounts Receivable, Middle Market, Financial Structuring, New Business Development, Cash Management, Mortgage Lending, Commercial Mortgages, SBA, Restructuring, Executive Management, Banking, Credit Analysis, Credit, Financial Analysis, Finance, Loans, Funding, Risk Management, Management
Education
Louisiana State University 1988 — 1994
Bachelor of Fine Arts (BFA), Graphic Design / Art History
St Joseph's Academy
Oakland Livingston Human Service Agency April 2015 - Present
Oakland Livingston Human Service Agency January 2015 - April 2015
Rochester Telemessaging Center November 2014 - December 2014
Crestmark Bank August 2014 - October 2014
Oakland Livingston Human Service Agency January 2014 - April 2014
Oakland Livingston Human Service Agency April 2012 - March 2013
Ulta April 2008 - November 2010
Skills
Public Relations, Internal & External..., Marketing Communications, Media Relations, Social Media, Press Releases, Media Advisory, Op-eds, Newsletters, Flyers, Copywriting, Copy Editing, Microsoft Office, Adobe Creative Suite, Wordpress, Vocus, MailChimp, Donor Perfect, Non-profits, Retail Category..., Customer Service, Customer Satisfaction, Retail Sales, Nonprofits
Education
Oakland University
Bachelor of Arts (B.A.), Journalism
Crestmark Bank January 2014 - Present
Federal Deposit Insurance Corporation May 2010 - January 2014
Bridge Business Bancorp November 2006 - July 2008
Fifth Third Bank February 2004 - October 2005
Wachovia Small Business Capital October 2002 - November 2003
UPS Capital December 2000 - October 2002
Lease Corporation of America February 1999 - December 2000
Franklin Bank November 1992 - February 1999
Manufacturers National Bank February 1978 - October 1992
Skills
Credit Analysis, USDA, Commercial Real Estate, SBA, Equipment Leasing, Commercial Finance, Leasing, Underwriting, Commercial Lending, Small Business Lending, C&I Lending, Credit Risk, Financial Regulation, Loans, Financial Analysis, Credit, Banking
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1970 — 1974
BBA, Finance
University of Michigan
Master of Business Administration (MBA)
Crestmark Bank August 2014 - Present
Crestmark Bank April 2012 - Present
Turnaround Management Association June 2010 - Present
Genesis Turnaround LLC June 2008 - April 2012
Goyette Mechanical August 2004 - July 2009
ReGroup Advisors, Inc. March 2003 - August 2004
Ultra-Cast Inc June 2002 - September 2003
The Robert Carter Company March 1997 - April 2002
Midwest Process Equipment LLC January 1990 - March 1997
Lund Dasherboards January 1995 - December 1995
Skills
Mergers, Business Strategy, Due Diligence, Turn Around Management, Asset Based Lending
Education
Massachusetts Institute of Technology 1996 — 1999
Birthing of Giants class of 99'
Central Michigan University 1978 — 1982
Management
Crestmark Bank
Skills
Customer Service, Microsoft Office, Microsoft Word, Management, Microsoft Excel, Leadership
Education
Michigan State University 2013 — 2017
Bachelor's Degree, Accounting
Crestmark Bank June 2015 - Present
Louisiana State University August 2012 - Present
Louisiana Attorney General's Gaming Division April 2014 - October 2014
RISKPRO Insurance Agency, LLC August 2011 - June 2012
Stein Mart November 2010 - August 2011
Education
Louisiana State University 2012 — 2016
Bachelor's degree, Accounting - Personal Investing Minor - Concentration in Internal Audit
WEX Fleet One July 2014 - Present
Crestmark Bank July 2012 - June 2014
Gordon Biersch May 2006 - May 2008
Skills
Sales, Marketing Management, Public Speaking, PowerPoint, Microsoft Excel, Networking, Marketing, Account Management, Brand Awareness, Marketing Strategy, Customer Service, New Business Development, Advertising, Sales Management, Salesforce.com, Business Development, Event Planning, Sales Presentations, Cold Calling, Direct Sales, Sales Operations, Strategic Planning, Negotiation, Leadership, Transportation...
Education
The University of Tennessee at Chattanooga 2003 — 2007
B.S., Marketing and Finance
Crestmark Bank January 1996 - Present
GE August 1991 - November 1995
Skills
Loans, Finance, Microsoft Excel, Factoring
Education
University of South Florida - College of Business Administration 1986 — 1991
Accounting / Management Information Systems
Crestmark Bank July 2015 - Present
TIP Capital February 2012 - July 2015
Proctor Financial October 2009 - February 2012
Huffmaster June 2007 - March 2009
Lease Corporation of America February 2005 - March 2007
Bank of America October 1997 - February 2005
The Advisor & The Source Newspapers 1993 - 1995
Mount Clemens General Hospital 1993 - 1993
Skills
Email Marketing, Social Media Marketing, SEO, Digital Marketing, Facebook, Marketing, Advertising, Social Media, Google Analytics, Marketing Communications, Sales, Strategy, Content Management, Salesforce.com, Microsoft Office, Web Design, LinkedIn, Corporate Branding, Equipment Leasing..., Twitter, PowerPoint, Google Adwords, WordPress, Private Label Marketing..., Microsoft Excel, Microsoft Word, Online Advertising, Communication, Commercial Leasing, Photoshop, lease documentation, QuarkXPress, Illustrator, WebEx, GoToMeeting, PowerPoint development, Graphic Design, Trade Shows, Resume Writing, ACT, Joomla, swiftpage, Ap Style, RFP Generation, RFP Design, Google Chrome, Proposal Writing, Trade Show Signage, Martial Arts, Martial Arts Instruction
Education
Central Michigan University 1988 — 1993
Bachelor's, Journalism
Chippewa Valley High School 1985 — 1988
High School Diploma, Journalism, 3.4 GPA
Crestmark Bank February 2011 - Present
Capital One April 2009 - December 2010
Capital One April 2006 - April 2009
Skills
Corporate Finance, Credit, Banking, Portfolio Management, Loans, Finance, Credit Analysis, Commercial Banking, Financial Analysis, Credit Risk, Commercial Lending, Risk Management, Financial Modeling
Education
ITT Technical Institute-Baton Rouge 2010 — 2012
Associate's degree, Computer Electronics and Engineering
LSU 2005 — 2006
Crestmark Bank July 2015 - Present
PNC January 2014 - July 2015
AT&T July 2013 - November 2013
Netflix June 2013 - July 2013
Pizzeria DiMeo 2010 - 2013
Tween Brands May 2009 - April 2010
Kohl's Department Stores July 2006 - March 2010
Skills
Customer Service, Time Management, Microsoft Office, Organization, Cash Handling, Microsoft Excel, Management, Communication, Employee Training, Credit Card Transaction..., Cash Handling Experience, Retail Sales, Problem Solving, Call Centers, Phone Etiquette, POS, PowerPoint, Customer Satisfaction, Facebook, Telephone Skills, Teamwork, Retail, Sales, Inventory Management, Customer Experience, Data Entry, Microsoft Word, Loss Prevention, Leadership, Social Networking, Social Media, Finance, Accounting, Inventory Control, Public Speaking, Research, Banking, Cashiering, Customer Retention
Education
Baker College of Auburn Hills 2014 — 2017
Bachelor’s Degree, Accounting and Business/Management, 3.73
Baker College of Auburn Hills 2014 — 2015
Associate’s Degree, Business Administration and Management, General, 3.73
Wesley College 2007 — 2010
Marketing
Gloucester County College 2006 — 2007
General Studies
LCG Advisors October 2014 - Present
Crestmark Bank January 2014 - October 2014
Crestmark Bank October 2012 - January 2014
Lyric Financial June 2012 - October 2012
Skills
Highly personable, Computer-savvy, Finance, Financial Analysis, Analysis, Microsoft Excel, Customer Service, Due Diligence, Outlook, Accounts Receivable, Small Business Lending, Auditing, Management
Education
The University of Memphis 2005 — 2009
Bachelor of Science (BS), Finance
Crestmark Bank November 2012 - Present
Skills
Customer Service, Commercial Lending, Microsoft Excel, Microsoft Office, Finance, Social Media, Auditing, Sales, Retail, Banking, Microsoft Word, Small Business, Financial Analysis, Accounts Receivable, Credit, Leadership
Education
Michigan State University 2004 — 2008
BA, Finance
PHD/Omnicommediagroup March 2011 - Present
Flagstar Bank May 2007 - March 2012
Crestmark Bank August 2006 - March 2007
PHD NETWORK August 2004 - July 2006
SUITE SETUPS January 2003 - June 2003
Golfsmith January 1999 - January 2003
Skills
Customer Service
Education
Macomb Community College
a degree, Business and Marketing
Crestmark Bank October 2011 - Present
Hewlett-Packard August 2010 - September 2011
Skills
Corporate Finance, Financial Analysis, Account Reconciliation, Financial Reporting, Microsoft Office, Finance, Accounts Receivable, Financial Accounting, Internal Controls, Accounting, Tax, Commercial Banking, Outlook, Financial Modeling, Banking
Education
Oakland University 2007 — 2010
BS, Accounting
Michigan State University 2005 — 2006
Crestmark Bank September 2014 - Present
Wells Fargo October 2012 - September 2014
Level One Bank June 2012 - October 2012
First State Bank March 2008 - May 2012
Wells Fargo February 2005 - December 2007
Chrysler January 2002 - February 2005
Skills
Commercial Lending, Underwriting, Finance, Real Estate, Analysis, Portfolio Management, Financial Modeling, Due Diligence, Financial Analysis, Risk Management, Leadership, Commercial Banking, Credit, Credit Analysis, Small Business Lending
Education
Walsh College of Accountancy and Business Administration 2007 — 2011
Masters, Finance
Walsh College of Accountancy and Business Administration 2002 — 2005
Bachelors of Science, Business Administration
Macomb Community College 1997 — 2002
Associates, Business Management
Bentley University September 2007 - Present
Suburban Ford of Sterling Heights June 2010 - August 2010
Crestmark Bank May 2009 - August 2009
New Center Stamping May 2008 - August 2008
Education
Bentley University 2007 — 2011
Crestmark Bank August 2015 - Present
Ally Financial Inc. September 2014 - August 2015
Plante & Moran, PLLC August 2006 - September 2014
Education
Oakland University 2002 — 2006
Bachelor Degree, Accounting
BBVA Compass August 2014 - Present
Capital Finance Inc. February 2010 - Present
Crestmark Bank January 2009 - April 2010
Accord Financial October 2005 - July 2008
Alliance Financial Capital August 2002 - March 2007
Textron Financial February 2001 - October 2001
GE Capital January 2000 - January 2001
Bayview Funding August 1995 - June 2000
Skills
Factoring, Loans, Portfolio Management, Due Diligence, Bankruptcy, Mergers, Financial Services, Negotiation, Asset Based Lending, Commercial Finance, Funding, Middle Market, Credit Analysis, Underwriting, Credit, Commercial Lending, Small Business Lending, Cash Flow Lending
Education
Iowa State University 1976 — 1980
B.S., Business Finance
Crestmark Bank January 2015 - Present
Crestmark Bank April 2014 - February 2015
Crestmark Bank May 2013 - April 2014
Kalamazoo Probation Enhancement Program 2011 - 2012
Kalamazoo College August 2009 - December 2011
Visual Resources LLC February 2010 - August 2011
Skills
Research, Microsoft Applications, Coordination, Administartion, Data Entry, Leadership, Coaching, Team Building, Critical Thinking, Training, Microsoft Excel, Community Outreach, Data Analysis, Nonprofits, Analysis, Outlook, Microsoft Office, Social Media, Market Research, Financial Analysis, Payments, Teaching, Teamwork, Time Management, Administration
Education
Kalamazoo College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Kalamazoo College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Palace Sports & Entertainment September 2015 - Present
Palace Sports & Entertainment June 2015 - September 2015
Crestmark Bank February 2011 - June 2015
Chrysler Financial July 2006 - June 2009
BBDO Detroit August 2005 - February 2006
BBDO Detroit September 1999 - July 2004
Carlson Marketing Group November 1997 - September 1999
BBDO Detroit / Ross Roy Communications November 1996 - November 1997
BBDO Detroit / Ross Roy Communications November 1994 - November 1996
Skills
Project Management, Training, Marketing, Budgets, Event Planning, Software Documentation, Inventory Management, Logistics, Marketing Strategy, Strategic Planning, Account Management, Advertising, Team Building, Customer Service, Business Strategy, Analysis, New Business Development, Marketing Communications, Negotiation, Social Media, Financial Analysis, Team Leadership, Microsoft Excel, Small Business, Process Improvement, Customer Satisfaction, Finance, Operations Management, Business Planning, Leadership, Microsoft Office
Education
Oakland University 2014 — 2015
Master of Science IT Management / Business Analytics
Central Michigan University 1989 — 1993
BS, Business Administration
Crestmark Bank January 2011 - Present
Stock Building Supply March 2006 - December 2010
SPX Corporation May 2005 - March 2006
Henkel June 1992 - December 2004
Federal-Mogul February 1979 - May 1992
Skills
Credit Analysis, Credit Portfolio..., Team Leadership, Employee Management, Risk Management, Business Analysis, Strategic Planning, Collections Management, Accounts Receivable, Building Relationships, Automotive, Chemicals, Aviation, Banking, SAP, Software Implementation, Staff Mentoring, Human Relations, Financial Analysis, Budget Analysis, Credit Management, Team Building, Credit, Cash Flow, Forecasting, Financial Reporting, Working Capital..., Cash Flow Forecasting, Negotiation, Letters of Credit, Financial Statement..., Microsoft Excel, Factoring, Underwriting, Credit Insurance, Internal Controls, Customer Service, Invoicing, Mechanics Liens, Portfolio Management, People Skills, Loans, Budgets, Leadership, Sarbanes-Oxley Act, Credit Risk, Finance, Management, Cash Management, Credit Scoring
Education
University of Virginia 2007 — 2007
Executive Study - Wolseley Corporation, Management
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1996
CCE, Credit & Finance - NACM
Walsh College of Accountancy and Business Administration
BA, Finance
Warren Woods High School
Business Finance, 3.5
Crestmark Bank May 2013 - Present
The Receivables Exchange August 2008 - May 2013
Capital One January 2007 - July 2008
Skills
Salesforce.com, Working Capital..., Financial Analysis, Accounts Receivable, Finance, Financial Modeling, Asset Based Lending, Credit Analysis, Auditing, Access, Commercial Lending, Strategic Planning, Capital Markets, Economics, Business Planning, Risk Management, Cash Flow, Executive Management, Valuation, Credit Risk, Investments, Mergers & Acquisitions, Financial Services, Corporate Finance, Start-ups, Private Equity, Due Diligence, Structured Finance, Loans, Small Business, Funding, Financial Risk, Financial Reporting, Banking, Project Finance, Credit, Portfolio Management
Education
University of New Orleans 1999 — 2004
Finance, Investments
Michigan Municipal Risk Management Authority July 2015 - Present
The KPM Group May 2013 - July 2015
Crestmark Bank July 2012 - April 2013
Genesee Regional Chamber of Commerce April 2007 - April 2011
Visual Services, Inc. 2000 - 2002
Soap Opera Weekly 1991 - 2000
Skills
Public Relations, Social Media, Marketing Communications, Event Planning, Writing, Event Management, Media Relations, Press Releases, Publicity, Editing, Copywriting, Advertising, Web Content, Copy Editing, Journalism, Social Networking, Promotions, Proofreading, Creative Writing, Internal Communications, Corporate Communications, Community Relations, Newsletters, Account Management, Special Events, Production, Communications Planning, Facebook, Marketing Strategy, Public Speaking, Community Outreach, Social Media Marketing, Feature Articles, Blogging, Fundraising, Publications, Community Development, Crisis Communications, Speech Writing, Strategic Communications
Education
Aquinas College 1986 — 1990
Bachelor of Arts (BA), Communications/Creative writing/Business
TLB Financial, LLC June 2008 - Present
Crestmark Bank June 1999 - Present
Crestmark Bank May 1999 - June 2008
Education
University of Michigan 1956 — 1961
Crestmark Bank August 2014 - Present
Crestmark Bank December 2013 - Present
Crestmark Bank January 2008 - December 2013
LaSalle Bank January 2006 - January 2008
First National Bank of America 2004 - 2005
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Financial Analysis, Portfolio Management, Asset Based Lending, Banking, Middle Market, Small Business Lending, Credit Risk, Underwriting, Finance, Risk Management, Cash Flow Lending, Financial Risk, Treasury Management, Lines Of Credit, SBA, Relationship Management, Financial Institutions, Financial Structuring, Corporate Finance, Financial Reporting, Structured Finance, Workout, Due Diligence, Factoring, Letters of Credit, Asset Management, Leveraged Finance, Analysis, Financial Modeling, Cash Flow, Working Capital..., Funding, Cash Management, Accounts Receivable, Asset, Commercial Finance, Accounting, Loan Origination, Financial Services, Trade Finance
Education
Michigan State University 2011 — 2013
MBA
Michigan State University 2000 — 2004
BA, Finance
Crestmark Bank October 2014 - Present
Summit Financial Resources October 2010 - October 2014
The Commercial Finance Group March 2009 - October 2010
Jefferson Bank & Trust June 2008 - December 2008
Commercial Direct December 2005 - May 2008
US Bank 2003 - 2005
Education
University of Missouri-Saint Louis 1996 — 2000
Ascentium Capital January 2015 - Present
Direct Capital Corporation June 2013 - December 2014
Direct Capital Corporation November 2010 - December 2014
Hennigar Financial January 2009 - October 2010
Crestmark Bank June 2005 - December 2008
Citizens Bank 2002 - 2005
Skills
Financial Services, Risk Management, Business Development, Program Management, Finance, Asset Based Lending, Leadership, Mergers & Acquisitions, Management, Financial Analysis, Small Business, Executive Management, Portfolio Management, Accounting, Funding, Underwriting, Corporate Finance, Process Improvement, Due Diligence, Credit
Education
Massachusetts Maritime Academy
BS, Marine Engineering
Marketwise Appraisal Solutions June 2010 - Present
Crestmark Bank October 2007 - February 2008
SunGard Higher Education June 1998 - December 2005
Skills
Automotive, Microsoft Office, Customer Service, Microsoft Excel, Continuous Improvement, Project Management, Team Building, Process Improvement, Technology
Education
Central Michigan University 2003 — 2007
Bachelor of Science (BS), Business Administration, Minor in Industrial Technology
Huffmaster January 2015 - April 2015
Crestmark Bank August 2014 - November 2014
Rochester Area Neighborhood House November 2012 - January 2014
Lighthouse of Oakland County November 2008 - January 2012
Intier Automotive 2005 - 2007
Skills
Volunteer Management, Management, Public Speaking, Recruiting, Non-profits, Fundraising, Leadership Development, Philanthropy, Nonprofits, Community Outreach, Human Resources, Interviews, Leadership, Event Planning, Workshop Facilitation, Organizational...
Education
Oakland University 1995 — 2003
Bachelor's Degree, General Studies, concentration in Human Resources
Crestmark Bank September 2007 - Present
Fremont Financial Corporation 1994 - 1999
Skills
Forensic Accounting, Auditing, Internal Controls, Cash Flow, Accounting, Due Diligence, Financial Reporting, Accounts Receivable, Credit, Financial Analysis, Commercial Lending, Financial Risk, Credit Analysis, Analysis, Corporate Finance, Working Capital..., Financial Accounting, Sarbanes-Oxley Act, Loans, Small Business Lending, Asset Based Lending, Portfolio Management, Cash Management, Internal Audit, Strategic Financial..., Tax, Mergers, Microsoft Excel, Banking, Funding, Credit Risk, Budgets, Finance, Factoring, Underwriting, Commercial Banking, Financial Modeling, Risk Management, Commercial Finance, Account Reconciliation, Asset Managment, Mergers & Acquisitions, Asset Management, Quality Auditing, Lines Of Credit, Treasury Management, Restructuring, Financial Services, Trade Finance, Executive Management
Education
Ferris State University 1991 — 1994
BS, Accounting
Ferris State University 1991 — 1994
Bachelor's degree, accounting
Handy High School 1985 — 1989
Crestmark Bank May 2014 - Present
Fifth Third Bank July 2005 - May 2014
Wells Fargo Bank 2000 - 2005
Fremont Financial Corporation 1998 - 2000
Transamerica Commercial Finance 1992 - 1998
Skills
Portfolio Management, Commercial Lending, Asset Based Lending, Loans, Underwriting, Banking, Customer Relations, Structuring, Cash Flow, Financial Analysis, Credit Analysis, Credit, Commercial Banking, Financial Structuring, Customer Service, Small Business Lending, Treasury Management, Business Valuation, Finance, Business Analysis, Debt Restructuring
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration, Global Business
St. Xavier University 1980 — 1982
BA, Business Administration
Crestmark Bank January 2014 - Present
Stinson Street Opportunity Capital March 2012 - January 2014
RedRidge Finance Group February 2009 - March 2012
Bridge Finance Group January 2008 - January 2009
ABN AMRO / LaSalle Debt Capital Markets 2005 - 2007
FINOVA Capital Corporation 1997 - 2004
Fremont Financial Corporation 1997 - 2000
Skills
Asset Based Lending, Commercial Lending, Restructuring, Mergers, Loans, Financial Modeling, Commercial Banking, Financial Analysis, Credit, Underwriting, Portfolio Management, Corporate Finance, Due Diligence, Banking, Credit Analysis, Asset Managment, Financial Reporting, Valuation, Risk Management, Auditing, Cash Flow, Structured Finance, Mergers & Acquisitions, Financial Services, Small Business Lending, Credit Risk, Leveraged Finance, Finance, Asset Management, Capital, Investments, Private Equity, SBA
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Executive - Business Adminstration
Ferris State University 1993 — 1997
Bachelor of Arts (B.A.), Accounting
Crestmark Bank June 2013 - Present
Crestmark Bank September 2004 - June 2013
Skills
Microsoft Office, Accounts Receivable, Commercial Finance, Commercial Lending, Small Business Lending, Portfolio Management, Finance, Small Business
Education
14 yrs.
Eastern Kentucky University
Crestmark Bank August 2015 - Present
Bibby International Trade Finance January 2011 - August 2015
Bibby Financial Services January 2009 - February 2011
Strategic Group October 2004 - November 2008
Strategic Systems Solutions August 2004 - May 2007
J. Scott Group August 2003 - May 2004
Skills
Finance, Payroll, Account Reconciliation, Recruiting, Accounts Receivable, New Business Development, Commercial Lending, Management, Cash Flow, Portfolio Management, Human Resources, Forecasting, Accounting, CRM, Credit Risk, Credit, General Ledger, Sales Management, Asset Based Lending, Financial Services, Loans, Corporate Finance, Invoicing, Business Strategy, Factoring, Marketing Strategy, Credit Analysis, Funding, Financial Statements, Mergers & Acquisitions, Banking, Cash Management, Financial Analysis, Sales, Time Management, Negotiation, Business Planning, Underwriting, Small Business Lending, Commercial Banking, Strategic Planning, Marketing, Strategy, Risk Management, Restructuring, Business Development, Account Management, Start-ups, Acquisitions, Financial Risk
Education
Stockton University 1998 — 2001
Bachelor of Arts, Economics
Crestmark Bank 2007 - Present
Bayview Financial 2004 - 2007
Standard Federal Bank 2003 - 2004
Capital Access, LLC 2002 - 2004
Private Business 1997 - 2002
Benefit Plus PPA now Freedom One Financial 1995 - 1997
Skills
Manufacturing, Transportation, Temporary Placement, Commercial Banking, Asset Based Lending, Banking, Finance, Mortgage Lending, Loans, Underwriting, Small Business Lending, Credit, Commercial Lending, Credit Analysis, Portfolio Management, Factoring, Risk Management, Corporate Finance, Mergers & Acquisitions, Business Planning, Business Development, Commercial Finance, Consumer Lending, Financial Services, Loan Origination, Refinance, Trade Finance, Sales, Structured Finance, Funding, Lines Of Credit, Working Capital..., Middle Market, Leveraged Finance, Credit Risk, Cash Flow Lending, Treasury Management, Financial Structuring
Education
Wayne State University 2005 — 2008
MBA, Finance and Accounting
Albion College 1986 — 1990
Bachelor of Arts, Economics
Milberg Factors, Inc. May 2010 - Present
GMAC Commercial Finance June 2005 - June 2010
Crestmark Bank June 2004 - June 2005
GE Capital - Corporate Financial Services 1998 - 2004
Skills
Asset Based Lending, Factoring, Commercial Finance, Commercial Lending, Credit Analysis, Loans, Cash Flow Lending, Credit, Portfolio Management, Commercial Banking, Funding, Underwriting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1973
MBA, Finance
University of North Carolina at Chapel Hill 1967 — 1971
BS, Business Adm.
BankUnited September 2014 - Present
Capital One April 2012 - August 2014
Crestmark Bank May 2011 - September 2011
ComVest Group April 2008 - January 2011
CIT January 2007 - April 2008
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Due Diligence, Financial Analysis, Finance, Factoring, Financial Modeling, Funding, Investments, Loans, Mergers, Portfolio Management, Private Equity, Small Business Lending, Underwriting
Education
Pace University 1992 — 1997
BBS, Accounting Information Systems
Crestmark Bank April 2012 - Present
Crestmark Bank December 2009 - April 2012
Froehlich and De La Rua CPA Firm May 2005 - November 2009
Lockheed Martin March 2008 - May 2009
Skills
Financial Analysis, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Budgets, Access, Leadership, Strategic Planning, Accounting, Operations Management, Project Planning, Microsoft Word, Team Building, Customer Service, Research, Outlook
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
University of Central Florida - College of Business Administration 2005 — 2009
Bachelors, Finance
Crestmark Bank April 2010 - Present
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Banking, Small Business Lending, Asset Based Lending, Commercial Banking, Risk Management, Financial Risk, Credit Risk, Financial Analysis, Underwriting, Commercial Finance, Loan Servicing, Commercial Lending, Trade Finance, Corporate Finance, Factoring, Accounts Receivable, Small Business, Operations Management, Cash Management, Finance, Financial Services, Funding, Cash Flow, Treasury Management, Due Diligence
Education
SBS Institute 2015 — 2015
Certified Community Bank Vendor Manager, Vendor Management, A
Baker College Center for Graduate Studies 2005 — 2008
Bachelor, Business Management
Baker College Center for Graduate Studies 2002 — 2005
Bachelors, Finance
Crestmark Bank April 2013 - Present
Crestmark Bank December 2010 - April 2013
Comdata Network, Inc September 1983 - December 2010
Skills
Credit, Credit Analysis, Risk Management, Financial Analysis, Accounts Receivable, Excel, Transportation, Finance, Financial Risk, Operations Management, Process Improvement, Credit Risk, Commercial Lending, Factoring, Small Business Lending, Financial Accounting, Corporate Finance, Trade Finance, Microsoft Excel, Portfolio Management, Asset Based Lending, Commercial Banking, Loans, Executive Management, Due Diligence, Banking, Underwriting, Financial Services
Education
Belmont University - Jack C. Massey Graduate School of Business 1988 — 1990
MBA, Business
Middle Tennessee State University 1980 — 1982
BBA, Business Administration
ClearPoint Credit Counseling Solutions 2009 - Present
Crestmark Bank 2003 - 2008
Wells Fargo Business Credit 1991 - 2001
Education
Penn State University
Adept Financial Services February 2010 - Present
Grand Valley State University July 2014 - January 2015
Crestmark Bank December 2004 - November 2009
Skills
Finance, Asset Based Lending, Financial Reporting, Cash Flow, Financial Analysis, Corporate Finance, Financial Modeling, Credit, Credit Analysis, Risk Management, Due Diligence, Loans, Commercial Lending, Financial Risk, Factoring, Banking, Auditing, Small Business Lending, Funding, Accounting, Asset Management, Internal Controls, Negotiation, Accounts Receivable, Cash Management, Middle Market, Financial Accounting, Commercial Banking, Microsoft Excel, Credit Risk, Underwriting, Working Capital..., Analysis, Commercial Finance, Financial Services, Lines Of Credit, Budgets, Small Business, Trade Finance, Financial Statement..., Loan Origination, Cost Accounting, Financial Structuring
Education
Walsh College 2005 — 2006
MSF, Corporate Finance
Michigan State University 1998 — 2002
BA, Business Admin/Pre-Law
TLB Financial, LLC October 2014 - Present
Sterling Commercial Credit, LLC June 2008 - October 2014
Crestmark Bank May 1999 - June 2008
Crestmark Bank 1998 - 2008
Skills
Asset Based Lending, Commercial Lending, Banking, Loans, Small Business Lending, Credit Analysis, New Business Development, Commercial Banking, Credit, Business Development, Middle Market, Commercial Finance, Finance, Loan Origination, Financial Services, Lines Of Credit, Factoring, Relationship Management, Financial Institutions, Refinance, Real Estate Financing, Working Capital..., Cash Flow, Cash Flow Lending, Trade Finance, Mergers & Acquisitions, Restructuring, Financial Structuring, Commercial Mortgages, SBA, Portfolio Management, Funding, Consumer Lending, Treasury Management, Credit Risk, Underwriting, SBA 504, Syndications, Mortgage Lending, Structured Finance, Cash Management, Cross Selling, Financial Risk, Corporate Finance, Private Banking, Treasury Services, Executive Management, Mortgage Banking, Leveraged Finance, Due Diligence
Education
University of Michigan 1958 — 1961
N/A, Liberal Arts & Business
Crestmark Bank June 2010 - Present
Student Athlete Support Services August 2008 - May 2009
Skills
Microsoft Excel, Due Diligence, Loans, Cash Flow, Working Capital..., Credit Risk, Analysis, Finance, Corporate Finance, Middle Market, Financial Analysis, Factoring, Financial Risk, Commercial Lending, Credit Analysis, Portfolio Management, Accounting, Commercial Finance, Asset Based Lending, Small Business Lending, Accounts Receivable, Auditing, Commercial Banking, Credit, Financial Accounting
Education
Michigan State University 2005 — 2010
Flagstar Bank July 2012 - Present
Bank of America N.A., Bank of America Merrill Lynch September 2005 - July 2012
LaSalle Business Credit September 2005 - October 2007
GMAC Commercial Finance February 2001 - September 2005
Crestmark Bank January 1997 - January 2001
AAA 1981 - 1984
Skills
Credit Risk, Asset Based Lending, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Credit, Portfolio Management, Underwriting, Banking, Loan Origination, Treasury Management, Lines Of Credit, Mortgage Lending, Cash Management, Consumer Lending, Financial Risk, Financial Structuring, Middle Market, Private Banking, Capital Markets, Structured Finance, Corporate Finance, Finance, Syndications, Funding, Commercial Mortgages, Commercial Finance, Relationship Management, Wealth Management
Education
University of Detroit Mercy 1981 — 1986
Bachelor of Science, Marketing Management
Bishop Foley Catholic 1977 — 1981
Walsh College
Master of Science, Finance
Crossroads Financial September 2013 - Present
James Rothman and Associates February 2013 - Present
Crestmark Bank June 2009 - February 2013
Capital TempFunds 1996 - 2009
Equivest Finance, Inc. 1989 - 1994
Fidelcor 1983 - 1989
Skills
Factoring, Asset Based Lending, Credit, Commercial Finance, Due Diligence, Banking, Small Business Lending, Credit Analysis, Portfolio Management, Loans, Commercial Lending, Commercial Banking, Middle Market, Underwriting, Corporate Finance, Financial Services, Cash Flow, Financial Analysis, Funding, Trade Finance, Finance, Small Business, Cash Flow Lending, Structured Finance, Mergers & Acquisitions, Strategic Financial..., Treasury Management, Restructuring, Cash Management, Private Equity, Asset Management, Risk Management, Financial Modeling, Financial Risk, Mortgage Lending, Commercial Mortgages, Leveraged Finance, Credit Risk, Relationship Management, Financial Structuring, Working Capital..., Lines Of Credit, Accounts Receivable, Debt Restructuring, Executive Management, Loan Origination, Financial Planning
Education
New York Institute of Technology-Old Westbury 1987 — 1988
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Bridgeport Capital Services July 2014 - Present
Prestige Capital Corporation February 2013 - June 2014
Crestmark Bank March 2011 - February 2013
Rosenthal & Rosenthal September 2008 - May 2010
Office of the Public Defender, Broward County, Fl June 2008 - August 2008
Meridan Capital Group June 2007 - August 2007
Skills
Factoring, Asset Based Lending, Microsoft Excel, Athletic Training, Loans, Underwriting, Commercial Finance, Due Diligence, Credit, Finance, Cash Flow, Funding, Business Development, Commercial Lending, Credit Risk, Financial Analysis, Portfolio Management
Education
Queens College 2007 — 2008
B.A., Political Science and Government
Yeshiva University 2005 — 2007
Political Science and Government
Weinbaum Yeshiva High School 2000 — 2004
Comdata November 2011 - Present
Crestmark Bank September 2011 - November 2011
Comdata Network, Inc December 2008 - September 2011
Regions Bank April 2007 - December 2008
Regions Bank November 2005 - March 2007
AmSouth Bank February 1999 - November 2005
Skills
Managerial, Operational Streamlining, Cost Control, Payments, Accounts Payable, Electronic Payments, Banking, Transportation, Risk Management, Training, Credit Cards, Finance, Management, Portfolio Management, Payment Card Processing, Process Improvement
Education
Belmont University 1987 — 1988
Computer Programming
Crestmark Bank February 2001 - Present
Mercantile Stores January 1995 - February 2001
IBM Credit Corp. March 1990 - December 1994
ITT Commercial Finance January 1985 - February 1990
Skills
Credit, Factoring, Asset Based Lending, Loans, Portfolio Management, Credit Analysis, Banking, Financial Analysis, Small Business Lending, Commercial Banking, Commercial Lending, Credit Risk, Commercial Finance, Finance, Cash Flow, Cash Management, Funding, Due Diligence, Accounts Receivable, Risk Management, Corporate Finance, Analysis, Asset Management, Account Reconciliation, Structured Finance, Lines Of Credit, Trade Finance, Internal Controls, Leveraged Finance, Financial Services, Financial Risk, Relationship Management, Restructuring, Executive Management
Education
University of Louisiana at Lafayette 1981 — 1984
BS, Business
Crestmark Bank February 2009 - Present
Capital One Bank March 2000 - February 2009
Capital One Bank (formerly Hibernia National Bank) January 1993 - March 1996
Skills
Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching, Budgets, Public Speaking, Negotiation, Microsoft Excel, Banking, Risk Management, Commercial Finance, Analysis, Underwriting, Asset Based Lending, Accounts Receivable, Financial Services, Portfolio Management, Cash Flow, Credit Risk, Financial Accounting, Financial Reporting, Credit Analysis, Corporate Finance, Financial Risk, Due Diligence, Finance, Financial Analysis, Account Management, Factoring, Credit, Small Business, Auditing, Contract Negotiation, Loans, Accounting, Commercial Lending, Small Business Lending, Funding
Education
Southeastern Louisiana University 1989 — 1993
Bachelor of Science (BS), Accounting
Crestmark Bank January 2014 - Present
Huntington National Bank August 2013 - January 2014
Crestmark Bank January 2013 - August 2013
Crestmark Bank January 2010 - December 2012
Crestmark Bank April 2008 - January 2010
Crestmark Bank September 2007 - April 2008
Skills
Asset Based Lending, Factoring, Credit, Loans, Commercial Finance, Cash Flow, Customer Relations, Risk Management, Financial Analysis, Portfolio Management, Risk, Negotiation, Asset, Problem Solving, Risk Mitigation, Contract Negotiation, Underwriting, Financial Risk, Small Business, Credit Analysis, Commercial Lending, Accounting, New Business Development, Corporate Finance, Auditing, Customer Service, Middle Market, Cash Management, Trade Finance, Analysis, Accounts Receivable, Commercial Banking, Finance, Due Diligence, Banking, Asset Management, Strategic Planning, Funding, Small Business Lending, Lines Of Credit, Credit Risk, Financial Reporting, Structured Finance, Leveraged Finance, Working Capital..., Financial Institutions, Financial Services, Financial Modeling, Financial Structuring, Debt Restructuring
Education
Walsh College of Accountancy and Business Administration 2011 — 2012
Non-Degree, Accounting
Walsh College of Accountancy and Business Administration 2006 — 2007
MBA, Accounting
Central Michigan University
Bachelor's, General Business Management
Crestmark Bank January 2008 - Present
Marquette Commercial Finance 1989 - 2007
Skills
Accounts Receivable, Funding, Asset Based Lending, Financial Modeling, Factoring, Banking, Commercial Lending, Finance, Commercial Finance, Small Business Lending, New Business Development, Financial Structuring, Working Capital..., Credit Risk, Cash Flow, Trade Finance, Financial Risk, Lines Of Credit, Risk Management, Cash Management, Asset Management, Auditing, Strategic Financial..., Small Business, Executive Management, Accounting, Financial Services, Middle Market, Internal Controls, Private Equity, Loan Origination, Commercial Mortgages, Restructuring, Structured Finance, Treasury Management, Start-ups, Letters of Credit, Financial Institutions, Refinance, Syndications, Debt Restructuring, Leveraged Finance, Asset, Relationship Management, SBA, Cash Flow Lending, Mortgage Lending
Education
West Texas A&M University 1980 — 1982
Spring Woods High School 1968 — 1972
Texas A&M University 1968 — 1972
BA, Accounting
Road Runr Maintenance September 2008 - Present
Fidelity National Title December 2006 - September 2008
Crestmark Bank November 2004 - November 2006
Education
Marygrove College 1990 — 1995
Bachelors of Art, Accounting and Economics
Madison High School 1979 — 1982
High School Diploma, Business/ clerical
Crestmark Bank January 2013 - Present
Crestmark Bank January 2005 - Present
Finova Captial Corporation January 2000 - December 2004
Fremont Financial August 1994 - December 1999
Skills
Commercial Lending, Financial Analysis, Credit Analysis, Asset Based Lending, Portfolio Management, Credit, Banking, Commercial Banking, Small Business Lending, Loans, Factoring, Commercial Leasing
Education
Ferris State University 1990 — 1994
Bachelor's Degree, Accounting
Crestmark Bank 2011 - Present
Comdata January 2011 - September 2011
Deutsche Bank September 2001 - September 2010
St. Louis de Montfort Catholic School 2000 - 2006
Nativity of Our Savior School 1993 - 1999
Skills
Customer Service
Education
Purdue University
BA, Education
Crestmark Bank March 2012 - Present
Crestmark Bank March 2010 - March 2012
Skills
Due Diligence, Cash Flow, Financial Risk, Credit, Portfolio Management
Education
Northwood University 2005 — 2009
BBA, Finance and Accouting
Crestmark Bank October 2011 - Present
MidCap Business Credit, LLC February 2010 - September 2011
Crestmark Bank 2008 - 2010
Textron Financial 2007 - 2008
Skills
Middle Market, Small Business Lending, Commercial Banking, Portfolio Management, Mergers
Education
Gannon UniversityB S 1968 — 1970
B. S. in Business, Management and Marketing
Robert Morris University 1965 — 1968
Associate of Arts and Sciences (A.A.S.), Business
Crestmark Bank June 2015 - Present
First Capital June 2013 - May 2015
First California Bank June 2012 - June 2013
Community Bank June 2010 - June 2012
California General Bank May 2009 - June 2010
Americas United Bank December 2006 - October 2008
Alliance Bank June 2005 - December 2006
FINOVA Capital Corporation 1994 - 2002
Skills
Underwriting, Asset Based Lending, Portfolio Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Credit Risk, Credit Analysis, Banking, Small Business Lending, Loan Origination, Lines Of Credit, Loans, Finance
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration
Crestmark Bank January 2015 - Present
Crestmark Bank August 2014 - Present
Crestmark Bank August 2012 - August 2014
The Guardian Life Insurance Company of America August 2010 - June 2012
Skills
Group Benefits, Employee Benefits, Finance, Risk Management, Financial Analysis, Financial Risk, Credit, Financial Modeling, Commercial Lending, Banking, Credit Analysis, Financial Services, Loans
Education
University of Michigan 2007 — 2010
Bachelor of Science, Economics
Albion College 2006 — 2007
Economics & Management
Crestmark Bank May 2009 - Present
The State Bank January 2008 - May 2009
Vgs Food Ctr April 2002 - January 2008
Skills
Banking, Small Business Lending, Financial Analysis, Commercial Lending, Microsoft Office, Credit Analysis, Risk Management, Commercial Banking, Finance, Corporate Finance
Education
Mott Community College
Business and Finance
Vecenergy January 2013 - Present
Crestmark Bank November 2009 - January 2013
Crestmark Bank April 2006 - November 2009
ComScape Telecommunications May 2005 - April 2006
ComScape Telecommunications November 2003 - May 2005
Eclipsys Corporation July 2002 - October 2003
LaGuardia Community College/GEAR UP Program September 2000 - June 2002
Skills
Cash Flow, Financial Analysis, Accounts Receivable, Accounting, Auditing
Education
Florida Atlantic University
B.A, Accounting
LaGuardia Community College
A.A.S, Joint Accounting/Computer Technology
Crestmark Bank May 2012 - Present
Crestmark Bank July 2014 - Present
Crestmark Bank May 2013 - July 2014
Crestmark Bank January 2013 - May 2013
Crestmark Bank May 2012 - January 2013
CO-OP Services Shared Branching September 2011 - January 2012
City of Clawson - Fun in the Sun June 2008 - August 2011
AAA Outdoor Services January 2009 - April 2011
Birmingham Orthopaedics & Sports Medicine August 2006 - June 2008
Ray's Ice Cream June 2003 - June 2008
Skills
Telephone Skills
Education
Central Michigan University 2007 — 2011
Bachelors, Finance
Crestmark Bank April 2010 - Present
Skills
Finance, Microsoft Excel, Financial Analysis, Analysis, Banking
Education
Baker College of Flint 2013 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance, Currently at a 3.5
Macomb Community College 2010 — 2012
Associate's degree, Accounting
Crestmark Bank January 2013 - October 2013
Ultimate Financial Solutions, LLC November 2009 - January 2013
CIT October 2006 - December 2007
Skills
Microsoft Office, Spanish-speaking
Education
Pace University - Lubin School of Business 2003 — 2008
Bachelor of Business Administration (BBA), International Management, Finance
Crestmark Bank January 2012 - Present
Kelly Services 2004 - 2009
Skills
Staff management;..., Risk Management, Financial Analysis, Portfolio Management, Credit, Asset Management, Financial Risk, Finance, Financial Services, Credit Risk, Investments, Corporate Finance, Business Development, Call Centers
Education
Oakland Community College 1997 — 1998
Associate's degree, Business Administration and Management, General