Keltic Financial Services
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Keltic Financial Services Employees
ABN AMRO Bank N.V. September 2014 - Present
New York Private Finance February 2014 - 2014
Keltic Financial Services June 2013 - December 2013
Simon Graduate School of Business, University of Rochester May 2011 - June 2013
Investindustrial, Inc. September 2010 - May 2011
UNITED STATES PEACE CORPS 2007 - October 2009
Robin Hood June 2007 - August 2007
Hagen Resources International 2006 - 2006
Skills
Fundraising, Finance, Leadership, Analysis, Policy Analysis, Microsoft Office, French, Grant Writing, Economics, Management, Entrepreneurship, Financial Modeling, Microsoft Of, Building Relationships, Marketing, Social Media, Data Analysis, Project Planning, Market Research, Strategic Financial..., Microsoft Excel, Capital IQ, Corporate Finance, Research, Training, Project Management, Business Development, Public Speaking, Time Management, Banking, Risk Management, Accounting, Financial Analysis, DCF, Private Equity, Valuation, Statistics, Quantitative Analytics, Bloomberg, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2013
MBA, Finance
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
Santa Reparata International School of Art 2002 — 2002
The Millbrook School 1999 — 2002
Ares Management June 2014 - Present
Keltic Financial Services May 2013 - June 2014
Delta Tau Delta Fraternity January 2012 - January 2013
Keltic Financial Services June 2012 - August 2012
Millennium Funding December 2011 - January 2012
Delta Tau Delta Fraternity January 2011 - January 2012
Miami University May 2011 - June 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Public Speaking, Access, Accounting, Social Media, Microsoft Word, Marketing, Finance, Market Research, Data Analysis, Sales, Corporate Finance, Leadership, Budgets, Social Networking, Investments, Auditing, Analysis, Accounts Payable
Education
Miami University, Farmer School of Business 2009 — 2013
Major- Finance Minor- Economics, Finance; Economice
Miami University 2009 — 2013
Bachelor's degree, Finance, General
Canisius High School 2005 — 2009
Ares Management June 2014 - April 2015
Keltic Financial Services April 2011 - June 2014
Platinum Funding Group LLC November 2006 - April 2010
Skills
Credit, Investment Banking, Finance, Portfolio Management, Loans, Banking, Funding, Underwriting, Business Development, Financial Services, Factoring, Marketing, Marketing, credit..., Commercial Lending, Leveraged Finance, New Business Development, Financial Analysis, Venture Capital, Credit Analysis
Education
Roosevelt University 1981 — 1985
BS/BA, Business/Banking, Honor Student
Citi June 2014 - Present
Georgetown University September 2011 - May 2014
Citi June 2013 - August 2013
Annaly Capital Management June 2012 - August 2012
Keltic Financial Services May 2011 - August 2011
Bronxville Field Club June 2009 - August 2010
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Research, Bloomberg Terminal, Microsoft Word, DCF, Microsoft Office, Public Speaking, Corporate Finance, Economics, Access, Quantitative Analytics, Financial Statement..., Bloomberg, Financial Modeling, Finance, Analysis
Education
Georgetown University - The McDonough School of Business 2010 — 2014
B.S. in Business Administration, Majors: Finance and OPIM (Operations)
Brunswick School 2006 — 2010
High School Diploma
Wells Fargo Bank December 2010 - Present
Keltic Financial Services October 2008 - June 2010
Skills
Commercial Lending, Asset Based Lending, Loans, Small Business Lending, Credit, Mergers & Acquisitions, Portfolio Management, Commercial Banking, Financial Services, Middle Market, Commercial Finance, Valuation, Commercial Mortgages, Loan Origination, Due Diligence, Credit Analysis, Banking, Factoring, Finance, Corporate Finance, Private Equity, Restructuring, Financial Structuring, Treasury Management, Cash Management, Underwriting, Lines Of Credit, Cash Flow Lending, Mortgage Lending, Structured Finance, Working Capital..., SBA, Trade Finance, Creativity, Investment Banking, Marketing, Marketing Strategy, Creative Writing, Creative Direction, Creative Services, Sales Presentations, Sales Process
Education
Emory University 1986 — 1990
BA, Psychology/Religion and English
Briar Capital LLC June 2014 - Present
Briar Capital LLC September 2008 - June 2014
Keltic Financial Services July 2007 - July 2008
Hensley Industries 2004 - 2007
Skills
Asset Based Lending, Commercial Lending, Loans, Underwriting, Financial Analysis, Business Development, Account Management, Negotiation, Forecasting, Factoring, Credit, Corporate Finance, Portfolio Management, Financial Modeling, Finance, Risk Management, Valuation, Mergers, Real Estate, Accounts Receivable, Banking, Mergers & Acquisitions, Mortgage Lending, Commercial Banking, Small Business Lending, Due Diligence
Education
Ithaca College 1998 — 2002
Bachelor's Degree
University of Phoenix 2005 — 2007
Master's degree
Milby High School 1994 — 1998
HSBC Assistant Vice President-Sr Collateral ExaminerHSBCMay 2006 - Present
Bosco Johnn CPA December 2004 - April 2006
Keltic Financial Services May 2004 - December 2004
Transamerica May 2003 - April 2004
GE Capital 2000 - 2003
Skills
Certified Fraud Examiner, Credit, Financial Analysis, Commercial Banking, Credit Analysis, Finance, Banking, Credit Risk, Portfolio Management, Commercial Lending, Corporate Finance, Asset Based Lending, Risk Management, Financial Services
Education
Mercy College 2003 — 2005
Master of Business Administration (MBA), Business/Finance
Western New England College
Bachelor of Science (B.S.), Accounting
Nestlé Waters North America September 2015 - Present
Avon November 2014 - September 2015
KPMG August 2011 - November 2014
KPMG June 2010 - August 2010
Philip Morris Capital Corp April 2007 - February 2010
Keltic Financial Services May 2008 - September 2008
Skills
Accounting, Financial Accounting, SAP, Financial Analysis, Microsoft Office, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Auditing, SEC filings, Bloomberg, Oracle, Smartview
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
MS, Accountancy
Iona College 2005 — 2009
BBA, Finance
Mahopac High School 2001 — 2005
Ares Management November 2011 - Present
The Berkshire Bank June 2009 - November 2011
Laurus Capital Management February 2008 - March 2009
Morgan Stanley November 2004 - February 2008
Keltic Financial Services June 2001 - November 2004
Skills
Credit Analysis, Credit, Commercial Lending, Financial Analysis, Loans, Portfolio Management, Banking, Corporate Finance, Commercial Banking
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance
Villanova University 1999 — 2003
BS, Finance
EverBank Business Credit formerly known as HVB Capital Credit, LLC April 2014 - Present
Keltic Financial Services September 2008 - April 2014
Keltic Financial Services May 2010 - September 2011
Keltic Financial Services November 2009 - May 2010
Keltic Financial Services January 2009 - November 2009
Skills
Asset Based Lending, Middle Market, Loans, Portfolio Management, Credit Analysis, Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Collateral Analysis, Due Diligence, Cash Flow Lending, Underwriting, Workout, Commercial Banking, Commercial Mortgages, Financial Structuring, Finance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2006
Masters, Economics
Clemson University - College of Business and Behavioral Science 2004 — 2006
B.S., Economics
Commercial Financial Association Courses
JPMorgan Chase 2008 - 2009
CIT June 2007 - January 2008
Keltic Financial Services January 2006 - June 2007
Education
Pace University 2001 — 2005
BBA, Finance
GE Capital Corporation October 2006 - Present
Keltic Financial Services 2000 - 2006
Lyon Credit Corporation 1999 - 2000
Transamerica Business Credit Corp 1992 - 1999
Chrysler Capital Credit Corporation 1991 - 1992
GE Capital Corporation 1990 - 1991
Skills
Leveraged Finance, Asset Based Lending, Loans, Portfolio Management, Investments, Credit Analysis, Structured Finance, Commercial Lending, Credit, Cash Flow Lending, Credit Risk, Commercial Banking, Corporate Finance
Education
Fairfield University 1986 — 1990
BS Finance
HSBC November 2010 - Present
Keltic Financial Services June 2010 - September 2010
Innovative Exams, LLC February 2010 - June 2010
UBS January 2010 - June 2010
Skills
Financial Modeling
Education
DePaul University 2007 — 2010
B.B.A., Finance, Real Estate
WCG November 2008 - Present
Merrill Lynch November 2007 - November 2008
Keltic Financial Services October 2006 - November 2007
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Alternative Investments, Options, Financial Markets, Portfolio Management, Financial Modeling
Education
Fairfield University 2003 — 2006
BS, Finance
Harrison High School
Ernst & Young October 2008 - Present
Goldman Sachs January 2008 - August 2008
Eisner LLP January 2007 - May 2007
Rochdale Investment Management July 2004 - March 2006
Keltic Financial Services August 2003 - July 2004
Skills
Tax Accounting, International Tax, Tax, Hedge Funds, SEC filings, Tax Research, Partnership Taxation, Tax Returns, Tax Law, Corporate Tax, Financial Reporting, Accounting, Tax Advisory, Income Tax, Financial Analysis, Big 4
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Tax
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
First Midwest Bank January 2012 - Present
Sterling National Bank 2011 - 2012
Keltic Financial Services 2010 - April 2011
Webster Business Credit 2005 - 2009
GE Commercial Finance 2001 - 2005
PNC Business Credit 2000 - 2001
Bank of America Commercial Funding 1997 - 2000
The CIT Group 1991 - 1997
Bank of America Commercial 1982 - 1987
MNIFC 1976 - 1982
Skills
Asset Based Lending, Credit Analysis, Loans, New Business Development, Mergers & Acquisitions, Small Business Lending, Commercial Banking, Finance, Valuation, Private Equity, Commercial Lending, Middle Market, Due Diligence, Business Development, Corporate Finance, Credit Risk, Cash Management, Credit, Financial Analysis, Funding, Risk Management, Banking, Restructuring, Portfolio Management, Financial Risk, Commercial Finance, Lines Of Credit, Investment Banking, Financial Modeling, Working Capital...
Education
Messiah College 1972 — 1975
BA Business Administration, Accounting
Ares Management June 2014 - Present
Keltic Financial Services September 2008 - June 2014
Skills
Asset Based Finance
Education
Saint Bonaventure University