Promontory Financial Group, LLC
Industry: Financial services company
DescriptionPromontory Financial Group, a wholly owned subsidiary of IBM, is a global consulting firm that advises clients on a variety of financial services matters, including regulatory issues, compliance, risk management, liquidity, restructuring, acquisitions, due diligence, internal investigations and cyber security. Headquarters: Washington, D.C., United States Founded: 2001 Number of locations: 15 Key person: Eugene Ludwig Number of employees: circa 400 Parent organization: IBM Subsidiaries: Promontory Financial Group Global Services-Japan LLC,
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Promontory Financial Group, LLC Employees
Specialized Loan Servicing LLC December 2014 - Present
Specialized Loan Servicing LLC July 2013 - December 2014
Clayton Fixed Income Services March 2013 - July 2013
Promontory Financial Group, LLC April 2012 - January 2013
IMH Financial Corporation August 2011 - December 2011
Bain & Lauritano, PLC October 2010 - April 2011
Asimou & Associates, PLC March 2010 - October 2010
South & Associates, P.C. December 2007 - July 2009
NovaStar Mortgage March 2007 - October 2007
Nations Title Agency June 2006 - February 2007
Skills
Residential Mortgages, Mortgage Servicing, Foreclosures, Foreclosure Defense, Title Insurance, Title Clearing, Bankruptcy, Commercial Real Estate, Regulatory Audits, Legal Compliance, Litigation Support, Employee Training, Legal Writing, Legal Research, Litigation, Courts, Mediation, Finance, Due Diligence, Analysis, Public Speaking
Education
Colorado Bar Continuing Legal Education 2014 — 2014
Focusing on Mortgage, Real Estate, Banking, and Contract Drafting
Phoenix School of Law 2009 — 2011
Juris Doctor, Law
University of Nebraska at Kearney 2002 — 2006
Bachelor of Science, Business Administration with an emphasis on finance
The Reinvestment Fund June 2014 - Present
Provident Funding Associates L.P. February 2013 - May 2014
Promontory Financial Group, LLC 2012 - 2013
Skills
Loans, Portfolio Management, Fire Eating, Credit
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), History, Alumni
Promontory Financial Group, LLC June 2009 - February 2014
WaMu, part of JPMorgan Chase April 2006 - January 2009
Wells Fargo Bank 2002 - 2006
Catalano Consulting Company, KPMG, The Secura Group 1990 - 2002
OCC, Federal Reserve Board, Federal Home Loan Bank of San Francisco 1974 - 1990
Skills
Risk Management, Program Management, Strategy, Leadership, Internal Controls, Team Building, Corporate Governance, Credit, Banking, AML, Financial Risk, Enterprise Risk..., Operational Risk, Anti Money Laundering, Management, Financial Services, Portfolio Management, Credit Cards, Mergers & Acquisitions, Credit Risk, Analytics
Education
Virginia Polytechnic Institute and State University 1983 — 1985
MBA
University of Illinois at Urbana-Champaign 1969 — 1973
B. S., Finance
MenuTest.com November 2013 - Present
Atlantic General November 2013 - Present
Booz Allen Hamilton June 2012 - November 2013
Promontory Financial Group, LLC July 2011 - June 2012
US Treasury - TARP June 2009 - July 2011
GMAC Real Estate and Boulder Net Lease Funds 2006 - 2008
U.S. Government Accountability Office 2004 - 2005
U.S. Department of Commerce 2002 - 2002
Skills
Interactive Training, Foodservice, Entrepreneurship, Process Improvement, Consulting, Program Management, Operations Management, Management Consulting, Risk Management, Business Process..., Government, Analysis, Economics, Business Process..., Training, Strategy, User Interaction, Food Service, Management, Hospitality, Strategic Planning, Team Building, Leadership
Education
Ford School of Public Policy University of Michigan 2001 — 2003
Master of Public Policy, International Affairs
University of Michigan 1999 — 2001
B.A., Economics
Honda Accessory America, LLC. January 2015 - August 2015
EMC August 2014 - January 2015
Innovative Housing Opportunities Inc. February 2014 - June 2014
Prospect Mortgage, LLC April 2012 - January 2014
Promontory Financial Group, LLC November 2012 - January 2013
Skills
Finance, Investments, Real Estate, Mortgage Banking, Retail Banking, FHA, Direct Lender, FNMA, FDMA, Residential Mortgages, Jumbo Mortgage, HomePath, ARM, Mortgage Lending, Insurance, Harp, 203K, Real Estate Financing, First Time Home Buyers, Refinance, FHA financing, Foreclosures, Mortgage Underwriting, VA loans, Loss Mitigation, Reverse Mortgages
Education
University of La Verne
Bachelor’s Degree, Business Administration and Managment
Promontory Financial Group, LLC September 2013 - Present
Red Whalen Legal, LLC May 2013 - February 2014
Special Counsel March 2012 - January 2013
The Marrison Law Firm January 2011 - August 2011
Christian Legal Aid Clinic August 2009 - January 2011
17th Judicial District: Office of the District Attorney January 2010 - May 2010
18th Judicial District: Office of the District Attorney May 2009 - August 2009
Hall & Evans June 2008 - August 2008
Kinko's March 2004 - December 2005
Skills
Legal Research, Mediation, Public Speaking, Legal Writing
Education
University of Denver - Sturm College of Law 2007 — 2010
Juris Doctor
University of Northern Colorado 1999 — 2004
BA, Philosophy, Minor in English
Bank of the West March 2013 - Present
Promontory Financial Group, LLC May 2012 - January 2013
California Southern University January 2009 - January 2012
CrossPoint Financial January 2005 - December 2009
wells fargo January 2004 - January 2005
Peter C. Bradford, Attorney at Law January 1999 - January 2004
Skills
Trust Products Client..., Mortgage Lending, Analysis, Sales, Research, Real Estate, Legal Research, Management, Training, Estate Planning, Editing, Due Diligence, Microsoft Office, Business Development, Marketing, Time Management
Education
Whittier Law School 2000 — 2002
JD, Estate Planning
University of Oregon 1993 — 1998
Bachelor of Science (BS), Psychology
Orten, Cavanagh & Holmes July 2013 - Present
Promontory Financial Group, LLC September 2012 - February 2013
University of Denver Sturm College of Law August 2011 - May 2012
University of Denver Sturm College of Law August 2010 - May 2011
Hast & Company April 2007 - August 2009
Education
University of Denver - Sturm College of Law 2009 — 2012
Doctor of Law (J.D.), Law
University of Colorado at Boulder 2004 — 2007
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics& History
Promontory Financial Group, LLC September 2011 - November 2012
Skills
Mediation, Foreclosure Defense, Family Law, Legal Research, Westlaw, Courts, Litigation, Civil Litigation, Legal Writing, Trials, Criminal Law, Criminal Defense, Bankruptcy
Education
University of Denver - Sturm College of Law 2008 — 2011
Doctor of Law (J.D.)
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Arts (B.A.), Major: Political Science; Minors: English and Women's Studies
Promontory Financial Group, LLC July 2013 - Present
PwC June 2012 - August 2012
Harvard Business School June 2012 - June 2012
Target June 2011 - August 2011
Skills
Leadership, Public Speaking, PowerPoint, Teaching, Data Analysis, Management, Social Media, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Time Management, Access, Business Development, Operations Management, Community Outreach, Accounting, Leadership Development, Banking, Financial Regulation, Capital Markets, Strategy
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's degree, Accounting and Operations Managment
Promontory Financial Group, LLC January 2014 - Present
American Banker 1987 - December 2013
American Banker June 2008 - July 2010
Skills
Journalism, Publishing, Corporate Communications, Digital Media, Editorial, Content Strategy, Newspapers, AP Style, Strategic Communications, Publications, Copy Editing, Magazines, Web Content, Editing, Blogging, Press Releases, Copywriting, Content Management, Public Relations, Media Relations, Social Media, Content Development, Newspaper, Public Speaking, Financial Services, Risk Management, Strategy
Education
University of Missouri-Columbia 1983 — 1984
MA, Journalism
Promontory Financial Group, LLC December 2012 - Present
Modis June 2012 - December 2012
Urban Science May 2009 - July 2012
Urban Science February 2002 - May 2009
Citi May 1997 - July 1997
Skills
Microsoft SQL Server, Windows Server, Microsoft Excel, PowerPoint, Databases, SSIS, Microsoft Word, Japanese, Mandarin, Hokkien, Project Management, MS Project, Visio, Application Hosting, Hosting, Managed Hosting, ITIL Certified, ITIL v3 Foundations..., Disaster Recovery, Testing, System Administration, ITIL, Performance Tuning
Education
University of Michigan 2009 — 2011
Master of Science (MS), Information Economics and Management Policy
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Management Information Systems, General. Finance
WesternLaw Group LLC June 2015 - Present
Clear Creek Consulting August 2013 - June 2015
Lockton Companies January 2013 - September 2013
Promontory Financial Group, LLC July 2012 - January 2013
Redfern, Mason, Larsen & Moore May 2011 - August 2011
Skills
Legal Research, Legal Writing, Foreclosures, Real Estate, Litigation, Due Diligence, Courts, Civil Litigation, Westlaw, Commercial Litigation, Mediation, Corporate Law, Appeals, Trials, Negotiation, Criminal Law, Finance, Policy Analysis, Contract Negotiation, Intellectual Property, Research, Licensing
Education
University of Iowa College of Law 2009 — 2012
Doctor of Law (J.D.)
Promontory Financial Group, LLC September 2010 - Present
Office of the Comptroller of the Currency February 2006 - August 2010
Skills
Financial Risk, Derivatives, Market Risk, Credit, Trading, Commercial Banking, Asset Management, Finance, Liquidity Risk, Banking, Financial Markets, Asset Managment, Credit Risk, Enterprise Risk..., Interest Rate Risk..., Structured Products, Capital Markets, ALM, Commercial Lending, Credit Analysis, Financial Analysis, Liquidity, Currency, Portfolio Management, Risk Management, Fixed Income, Policy, Investments, Valuation, Economics, Management, AML, Financial Modeling, Corporate Finance
Education
University of Minnesota-Twin Cities 1979 — 1983
MBA, Finance
Promontory Financial Group, LLC October 2011 - Present
Springboar Solutions 2008 - 2012
LendingTree April 2006 - April 2007
Skills
Extensve Modiifcation..., Liquidation and home..., Well versed in all mod..., HUD Certified Counselor, Several loss mitigation..., Loss Mitigation
Education
University of Phoenix
Gateway One Lending & Finance December 2013 - Present
Promontory Financial Group, LLC October 2011 - 2013
McGladrey April 2009 - September 2011
Flex Fund Financial Services November 2006 - April 2009
Auto Financial Management May 2003 - November 2006
Union Acceptance Corporation July 2002 - May 2003
Isuzu Motors Acceptance Corporation 1997 - 2002
Hyundai Motor Finance Company August 1995 - June 1996
Bank One February 1994 - August 1995
Skills
Commercial Lending, Credit, Loan Servicing, Risk Management, Sales, Marketing, Originations, Consumer Lending, Negotiation, Loans, Credit Analysis, Underwriting, Credit Risk, Mortgage Lending, Banking, Portfolio Management, Loan Origination, Financial Services, Loss Mitigation, Commercial Banking, Asset Management, Valuation, Real Estate Economics, Residential Mortgages, Mortgage Banking, Financial Analysis, Due Diligence, Mortgage Servicing, Financial Modeling, Capital Markets, Finance, Cash Management, Investments, Executive Management, Funding, Mergers & Acquisitions, Financial Risk, Financial Structuring, Securities, Commercial Mortgages, Investment Banking, Mortgage Underwriting, Securitization, Relationship Management, Structured Finance, Corporate Finance, Operational Risk, Real Estate Financing, Financial Institutions, Private Equity
Education
American Institute of Banking
Finance
University of Oklahoma
CBA, Consumer Lending
Promontory Financial Group, LLC November 2011 - Present
KPMG LLP July 2010 - October 2011
KPMG LLP July 2007 - June 2010
KPMG LLP July 2004 - June 2007
KPMG LLP August 2002 - June 2004
Skills
Compliance, Financial Reporting, Accounting, Audit, Internal Controls, Auditing, Analysis, Budgets, Finance, Cash Management, Strategic Financial..., Sarbanes-Oxley Act, Internal Audit, Financial Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2002
Master of Science, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 2001
Bachelor of Science, Business Administration
Promontory Financial Group, LLC October 2011 - July 2013
Thomas C. Miller's Law Office July 2010 - January 2012
United States Air Force - JAG Corps January 2011 - May 2011
Denver District Court - The Honorable Robert L. McGahey May 2010 - November 2010
United States Air Force - JAG Corps August 2009 - November 2009
Michigan State Legislature June 2006 - September 2006
U.S. Department of Justice May 2006 - June 2006
Education
University of Denver - Sturm College of Law 2008 — 2011
J.D., Law
Central Michigan University
B.S., Public Administration
Standard & Poor's March 2014 - Present
Promontory Financial Group, LLC June 2012 - August 2012
University of Notre Dame August 2010 - December 2011
Northwestern Mutual June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Regis Jesuit High School 2005 — 2009
Promontory Financial Group, LLC July 2015 - Present
Global Atlantic Partners February 2011 - Present
ELM Consultative Services 1996 - Present
Hancock Bank January 2015 - April 2015
Promontory Financial Group, LLC 2011 - 2013
Huron Consulting Group April 2010 - November 2010
MortgageIT 2004 - 2006
Countrywide Securities Corporation May 2001 - September 2004
Aames Home Loan 1996 - 2002
Skills
Mortgage, Mortgage Lending, Mortgage Banking, Banking, Credit Risk, Forensic Accounting, Forensic Analysis, Credit, Loans, Risk Management, Investments, Loan Servicing, Underwriting, Loan Origination, Residential Mortgages, Mortgage Servicing, Portfolio Management, Loss Mitigation, Commercial Mortgages, Credit Analysis, Financial Risk, Commercial Lending, Financial Institutions, Due Diligence, Operational Risk..., Bankruptcy, Mortgage Underwriting, Refinance, Funding, Real Estate Financing, Asset Management, Structured Finance, Financial Services, Commercial Banking, Consumer Lending, Real Estate Economics, Financial Structuring, Finance, Capital Markets, Analysis, Fraud, Valuation, Executive Management, FHA, Securities, Financial Analysis, Securitization, Mergers & Acquisitions, Fixed Income, Commercial Real Estate
Education
Western State University College of Law 1976 — 1980
Juris Doctor (J.D.), Law
University of San Francisco 1974 — 1977
Bachelors of Arts, Governmental Studies/ Urban Affairs
Evans Case LLP May 2014 - Present
Western Union February 2013 - May 2014
Promontory Financial Group, LLC April 2012 - January 2013
Reid and Scheffel, P.C. October 2011 - March 2012
Kroll Law Offices January 2011 - November 2011
Skills
Legal Research, Legal Writing, Estate Planning, Financial Planners, Wills, Powers of Attorney, Trusts, Estate Tax Planning, Elder Law, Asset Managment
Education
University of Denver - Sturm College of Law 2010 — 2011
LL.M., Taxation
Charleston School of Law 2007 — 2010
Juris Doctor
University of South Carolina 2003 — 2007
B.S, Finance
Promontory Financial Group, LLC November 2011 - Present
The College Board September 2010 - November 2011
iCrossing July 2008 - September 2010
US Army February 2000 - June 2008
Skills
IT Strategy, IT Management, ITIL, IT Security Policies &..., IT Solutions, IT Security Operations, IT Business Strategy, IT Business Management, IT Infrastructure..., IT Operations, IT Infrastructure Design, IT Infrastructure..., Network Security, Information Security..., Security Operations, Computer Security, IT contract negotiation, Computer Networking, Server Architecture, IT Security Best..., IT Security Assessments, Project Management, Project Planning, Budget Management, Technology Roadmapping, Security Management, Disaster Recovery, Enterprise Architecture, Integration, Information Technology, Cloud Computing, Information Security, Security, Vulnerability Assessment, Active Directory, CISSP
Education
University of Phoenix
Bachelor's, Business Information Systems
University of Phoenix
MBA
The Madious March 2007 - Present
Promontory Financial Group, LLC July 2013 - July 2014
Comcast Business March 2013 - July 2013
Sevatec, Inc. September 2009 - February 2013
FTI Consulting Inc December 2004 - September 2009
Skills
ITIL v3 Foundations..., MCSA, CompTIA A+ Certification, Active Directory, IIS, Microsoft SQL Server, Crystal Reports, VMware ESX, DNS management, DHCP, F5 BigIP, Networking, Data Center, SharePoint, Integration, Quality Assurance, VMware, Disaster Recovery, Software Documentation, Servers, Troubleshooting, Windows Server, Microsoft Exchange, Windows 7
Education
Virginia Commonwealth University 1998 — 2002
Information Technology
University of Maryland College Park 1996 — 1998
Information Technology
SJC
Promontory Financial Group, LLC May 2015 - Present
FCA Venture Partners, Clayton Associates January 2015 - May 2015
pymetrics October 2014 - May 2015
Jumpstart Foundry May 2014 - November 2014
The Blackstone Group May 2014 - September 2014
High Lantern Group May 2012 - July 2013
U.S. Majority Leader Eric Cantor January 2011 - June 2012
U.S. Minority Whip Eric Cantor December 2009 - January 2011
U.S. Minority Whip Eric Cantor May 2009 - December 2009
The White House May 2008 - August 2008
Skills
Leadership, Strategy, Entrepreneurship, Early-stage Startups, Angel Investing, Public Policy, Strategic Planning, New Ventures, International Relations, Strategic Consulting, Venture Capital, Accelerator, New Business Development, Strategic Communications, Machine Learning, Capital Raising, Business Strategy, Private Equity, Corporate Communications, Message Development, Political Campaigns, Investor Relations, Financial Services, Corporate Governance, Crisis Communications, Due Diligence, Term Sheets, Technology Transfer, Management, Legal Compliance, Negotiation, Contract Negotiation, Innovation Consulting, Corporate Strategy..., Greater China, Grant Writing, Grant Coordination, Start-ups, Fundraising, Business Development, Financial Modeling, Executive Search, Cross-functional Team..., Executive Coaching, Research, Government, Investments, Cognition Computing, Strategic Partnerships, Politics
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Investment Management, Strategy and Entrepreneurship
University of Richmond
Political Science, Law & the Liberal Arts
Promontory Financial Group, LLC June 2015 - Present
Westat May 2007 - June 2015
Westat May 2005 - April 2007
University of Michigan's Social Cognition and Judgment Laboratory September 2004 - April 2005
ForeSee July 2004 - August 2004
Omnicare Clinical Research July 2002 - August 2002
Skills
Sample Design, Survey Weighting, Statistical Modeling, SAS programming, R, Nonresponse Bias..., Sample Monitoring, Analysis, Survey Research, Quality Assurance, Survey Design, Survey Methodology, SAS Programming
Education
University of Maryland College Park 2005 — 2007
Master of Science (M.S.), Joint Program in Survey Methodology
University of Michigan 2001 — 2005
Bachelor of Science (B.S.), Statistics, Biopsychology/Cognitive Science
Promontory Financial Group, LLC October 2011 - Present
McGladrey, LLP August 2014 - January 2015
McGladrey, LLP March 2009 - September 2011
American Trust Bank January 2007 - February 2008
Flag Bank n/k/a RBC January 2001 - February 2007
Skills
Special Assets, Commercial Banking, Loan Review for..., Construction and A & D..., Loans, Commercial Lending, Residential Homes, Credit, Asset, Foreclosures, Credit Analysis, Banking, Mortgage Lending, Construction Loans, Financial Analysis, Capital Markets, Mortgage Banking, Risk Management, Loss Mitigation, Loan Servicing, Financial Risk, Finance, Residential Mortgages, Loan Origination, Due Diligence, Financial Modeling, Underwriting, Commercial Mortgages, Mergers & Acquisitions, Real Estate, Portfolio Management, Mortgage Underwriting, Credit Risk, Refinance, Analysis, Asset Management, FHA, Financial Services, Cash Management, Commercial Real Estate, Mortgage Servicing, Investments, Valuation, Consumer Lending, Structured Finance, Loan Modifications, Retail Banking, Operational Risk, Accounting, Small Business Lending
Education
Gainesville Jr. College
North Georgia College and State University
Johnson High School 1974 — 1977
RGP February 2014 - Present
RGP August 2013 - February 2014
RGP June 2013 - July 2013
Promontory Financial Group, LLC May 2012 - January 2013
Nassif Law PLLC July 2009 - May 2012
Ballard & Littlefield LLP January 2010 - April 2011
Jose W. Vega Law Firm, PLLC August 2006 - July 2009
Skills
Legal Research, Legal Writing, Immigration Law, Conflict Resolution, Microsoft Office, Adobe Acrobat, Immigration, Writing, Research, Listening Skills, Negotiation, Alternative Dispute..., Audacity, Relativity, Westlaw, Lexis Nexis, QuickBooks, Salesforce.com
Education
University of Houston Law Center 2003 — 2005
JD, Law
University of Houston 2003 — 2005
B.A., History
Miami-Dade County July 2015 - Present
Miami-Dade County September 2013 - July 2015
Guitars Over Guns Organization 2012 - May 2015
Promontory Financial Group, LLC 2012 - 2013
Skills
Policy, Community Outreach, Policy Analysis, Public Policy, Nonprofits, Legislative Relations, Program Development, Government, Fundraising, Teamwork, Economic Development, Volunteer Management, Strategic Planning, Strategic Partnerships, Project Planning, progra, Grant Writing, Budgets, Management, Leadership, Political Science
Education
Florida International University - College of Law
Doctor of Law (JD)
University of Miami
Bachelor's Degree
Promontory Financial Group, LLC July 2014 - Present
USDA-ERS June 2013 - August 2013
Law Office of Karel C. Petraitis February 2012 - December 2012
American Institutes for Research June 2012 - August 2012
Ellen Cohen for State Representative June 2010 - August 2010
Skills
SPSS, ArcGIS, Microsoft Office, SQL, Managing Database, Client Correspondence, Data Quality Assurance, Time Management, Stata, Econometrics, Macroeconomic Modeling, Economic Forecasting
Education
University of Maryland College Park 2010 — 2014
Bachelor of Arts (B.A.)- Cum Laude, Economics and Geography
Bellaire High School 2006 — 2010
RE/MAX Traditions May 2015 - Present
Property Associates, LLLP May 1998 - Present
BKD CPAs & Advisors November 2013 - April 2015
Lender Processing Services, Inc. (LPS) May 2013 - November 2013
Promontory Financial Group, LLC August 2011 - January 2013
ServiceLink National Asset Management Solutions April 2007 - July 2010
Aurora Loan Services December 2006 - April 2007
Aurora Loan Services August 2005 - December 2006
Fidelity National Asset Management Solutions April 2005 - August 2005
Fidelity National Asset Management Solutions August 2003 - April 2005
Skills
Real Estate, REO, Loss Mitigation, Foreclosures, Loans, Management, Motivation, Business Development, Business Process..., Auditing, Internal Controls, Internal Audit, Training, Contract Negotiation, Lease Negotiations, Property Management, Property Tax, Title Clearing, Title Insurance, Title Searches, Mortgage Servicing, Residential Mortgages, Mortgage Lending, Bankruptcy, Land Acquisition, HUD, Property, Mortgage Banking, FHA
Education
University of Northern Colorado 1999 — 2003
Bachelor of Science, Business Administration; Emphasis: Finance, Bachelor of Arts, Speech Communication
American Real Estate College
Richard Saillard's Sabbatical; May 2014 - Present
Promontory Financial Group, LLC November 2012 - Present
Office of the Comptroller of the Currency October 2004 - September 2012
US Treasury August 1977 - September 2012
Skills
National Bank Examiner, ACAMS, Bank Secrecy Act, AML, Compliance, Banking, Financial Regulation, Financial Risk, Internal Audit, Analysis, Operational Risk, Financial Institutions, OFAC, Finance, Risk Assessment, Regulations, Operational Risk..., Anti Money Laundering, Credit Risk, USA PATRIOT Act, Enterprise Risk..., Risk Management
Education
University of Illinois at Urbana-Champaign - College of Business 1975 — 1977
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1971 — 1975
Bachelor of Science, Finance
Nationstar Mortgage Special Servicing September 2015 - Present
Nationstar Mortgage Special Servicing April 2014 - Present
Ross Flags and Designs LLC May 2008 - Present
Official Exclusive Licensed Dr. Martin Luther King Jr. Flag, Civil Rights May 2008 - September 2015
Promontory Financial Group, LLC April 2012 - July 2012
Bank of America August 2011 - December 2011
Capital One December 2010 - June 2011
Citi November 2009 - December 2010
Fannie Mae December 2007 - July 2009
Skills
Keynote Speaker for..., Compliance/Quality..., Designer & Creator of..., Risk Management, Strategic Planning, Finance, Financial Analysis, Financial Services, Banking, Financial Modeling, Non-profits, Portfolio Management, Public Speaking, Management Consulting, Due Diligence, Accounting, Analysis, Analytics, Asset Management, Auditing, Budgets, Business Development, Business Planning, Business Process..., Business Strategy, Change Management, Corporate Finance, Credit, Entrepreneurship, Event Planning, Executive Management, Financial Risk, Governance, Human Resources, Insurance, Internal Audit, Leadership, Management, Nonprofits, Policy, Process Improvement, Profession, Small Business, Social Awareness, Strategic Visionary, Training, Program Management, Strategy, New Business Development, Time Management
Education
University of Louisiana at Lafayette 1996 — 2000
Bachelor of Science, Finance
Academy of The Sacred Heart, Grand Coteau, Louisiana
Falcon Discovery July 2014 - Present
Hudson Legal September 2013 - June 2014
Robert Half Legal February 2014 - February 2014
Promontory Financial Group, LLC December 2012 - January 2013
University of Denver-Sturm College of Law July 2010 - April 2012
National Park Service-Geologic Resources Division May 2011 - July 2011
University of Denver-Sturm College of Law August 2010 - February 2011
Skills
Legal Writing, Renewable Energy, Land Use Planning, Natural Resources Policy, Constitutional Law, Leadership, Document Review
Education
University of Denver - Sturm College of Law 2009 — 2012
Doctor of Law (J.D.), Environmental law
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Natural Resources and Environmental Sciences
Promontory Financial Group, LLC June 2011 - Present
Morgan Stanley 2009 - May 2011
Promontory Financial Group February 2009 - May 2009
Citigroup December 1993 - November 2008
Barclays Bank 1991 - 1993
Citi Group 1978 - 1991
Arthur Andersen & Co. 1972 - 1978
Skills
Regulatory reviews, Capital Markets, Fixed Income, Securities, Derivatives, Operational Risk, Risk Management, Investment Banking, Financial Risk, AML, Operational Risk..., Banking, Financial Services, Hedge Funds, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, Finance
University of Minnesota - Carlson School of Management 1968 — 1972
BS-Acct'g, Acounting
Cherry Creek Mortgage August 2013 - Present
America's Mortgage July 2012 - August 2013
Promontory Financial Group, LLC November 2011 - June 2012
Lockheed Martin Company September 2010 - October 2011
Lockheed Martin July 2007 - September 2010
First NLC Financial May 2006 - May 2007
Long Beach Mortgage (Washington Mutual) January 2005 - May 2006
Long Beach Mortgage (Washington Mutual) April 2004 - January 2005
Access Mortgage September 2003 - December 2003
Innovative Funding February 2003 - September 2003
Skills
Risk Management, Excel - advanced..., Risk Analysis, Microsoft Office, Microsoft Excel, Six Sigma, MS Project, Troubleshooting, Leadership Management, Process Improvement, Team Leadership, Program Management, Mortgage Lending, Project Management, Customer Service, Customer Satisfaction, Loans, Quality Assurance, Management, Software Documentation, Credit, Integration, Visio
Education
University of Phoenix 2010 — 2015
BA, Business Management
Aveta Business Institute 2011 — 2011
Certification, Six Sigma - Green Belt
Interactive Mortgage Advisors/Spurs Capital June 2013 - Present
Promontory Financial Group, LLC February 2012 - January 2013
Colorado Legal Services August 2011 - February 2012
San Diego International Law Journal 2009 - May 2011
San Diego Superior Court - Family Law Facilitator's Office August 2010 - October 2010
Children's Advocacy Institute 2009 - September 2010
Office of the Alternate Public Defender - Dependency Department May 2009 - September 2009
Citigroup 2006 - 2008
Skills
Legal Research, Courts, Litigation, Legal Writing, Westlaw, SEC, Mediation, Adobe, Advocacy, Complaince, Securities, Mortgage Servicing, Mortgage Modification, Mortgage Fraud, Legal Issues, Due Diligence, Bankruptcy, Employment Law, Legal Assistance, Intellectual Property
Education
University of San Diego School of Law 2008 — 2011
JD, International Law Journal Editor
Wheaton College 2001 — 2005
BA, English Language and Literature, General
Promontory Financial Group, LLC June 2005 - Present
B Unique Jewelry 1994 - Present
Contract Positions 2004 - 2005
Four Seasons Hotel, Washington, DC 2000 - 2004
Four Seasons Hotel, Washington, DC July 1998 - 2000
Nordstrom 1994 - 1997
National Medical Enterprises 1989 - 1994
National Society of Fund Raising Executives 1986 - 1989
Skills
Team Building, Management, Event Planning, Time Management, Fundraising, Training, Event Management, Public Speaking, Budgets, Human Resources, Recruiting, Editing, Non-profits, Customer Service
Education
University of North Carolina at Chapel Hill
B.A. Education, Early Childhood Education and Teaching
Accenture Mortgage Cadence July 2013 - Present
Clayton Financial Services March 2013 - July 2013
Promontory Financial Group, LLC 2011 - 2013
Wells Fargo Home Mortgage 2009 - 2011
Stucy Realty Company 2008 - 2009
Realview Equity Group 2007 - 2008
Harris Real Estate Group 2004 - 2007
Atlantic Piering and Pressure Grouting, Inc. 2000 - 2004
PCA International 1998 - 2000
Palmetto Pavement Maintenance 1996 - 1998
Skills
Mortgage Lending, Sales, Loans, Talent Acquisition, Start-ups, Banking, College Recruiting, Training, Leadership, Real Estate, Customer Service, Process Improvement, Loss Mitigation, Negotiation, Marketing, Foreclosures, Recruiting, Finance, Credit, Risk Management, Mortgage Banking, Management, Mortgage Servicing, Loan Origination, Analysis, Mortgage Underwriting, Loan Servicing, Financial Services, Call Centers, Quality Assurance, Financial Analysis, Residential Mortgages, Underwriting
Education
University of Phoenix
Master of Science (M.S.), Psychology
University of Phoenix
Bachelor of Science (B.S.), Criminal Justice Administration
University of Phoenix
Associate of Arts (A.A.), Criminal Justice Administration
ACRE Real Estate
Real Estate
Mansfield Business School
Business Administration and Management, General
Promontory Financial Group, LLC August 2012 - Present
Grillo & Associates May 2011 - August 2011
Tanner Health System July 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Data Analysis
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Promontory Financial Group, LLC April 2012 - Present
NERA Economic Consulting August 2010 - April 2012
NERA Economic Consulting November 2007 - August 2010
Skills
Software Implementation, Consultation, Curriculum Development, InterAction CRM Software, Data Analysis, Tikit e-marketing..., Research, PowerPoint, SharePoint, Microsoft Software
Education
University of Maryland College Park 2001 — 2005
BA
Promontory Financial Group, LLC June 2015 - July 2015
Complete Actuarial Solutions May 2014 - August 2014
The Omerta Group May 2013 - July 2013
T-Mobile May 2012 - August 2012
Adidas July 2010 - August 2011
Sheraton October 2009 - May 2010
Skills
Sales, Management, Customer Service, Microsoft Office, Microsoft Excel, Team Leadership, Social Networking, Finance, Basics of Computing, Financial Analysis, Bloomberg Software, Microsoft Word, PowerPoint, Accounting, Social Media
Education
University of Pittsburgh 2011 — 2015
Bachelor's degree, Finance, Economics
George C Marshall 2007 — 2011
International Baccalaureate Certificate, Business Administration & Management, Math Studies, Topics of the 21st Century
Credit Suisse June 2015 - August 2015
Siebert Brandford Shank Co., LLC. October 2014 - December 2014
Promontory Financial Group, LLC June 2014 - August 2014
Chaney Valuation Advisors, LLC June 2013 - August 2013
Lovettsville Community Center May 2013 - August 2013
Swank Property Management May 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Teamwork, Research, Leadership, Customer Service, Banking, Benchmarking, Team Leadership, Data Analysis, Social Skills, Time Management, Finance, Financial Modeling, Corporate Finance, Valuation, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2016
Master’s Degree, Finance, GPA - 4.00
University of Maryland - Robert H. Smith School of Business 2012 — 2016
Bachelor's degree, Finance, GPA - 3.90
Promontory Financial Group, LLC September 2015 - Present
Promontory Financial Group, LLC October 2012 - Present
Enterprise Rent-A-Car January 2010 - November 2012
Enterprise Rent-A-Car June 2008 - January 2010
AOL May 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Customer Service, Data Analysis, Business Analysis, Risk Management, Sales, Account Management, Strategic Planning, Team Leadership, Social Media, Forecasting
Education
University of Maryland College Park 2005 — 2010
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2005 — 2010
Bachelor of Science (B.S.), Finance, General
Promontory Financial Group, LLC 2010 - Present
Zafesoft Inc. 2012 - 2013
Inxight Software (acquired Business Objects and later by SAP) 2000 - 2008
Trimble Navigation 1989 - 1998
Skills
Enterprise Software, Sales Management, OEM, Channel Management, Direct Sales, Salesforce.com, Account Management, Team Building, Start-ups, Consultative Selling, Customer Relations, Business Strategy, Strategic Partnerships, Knowledge Management, Negotiation, Contract Negotiation, Strategic Planning, Key Account Management, Channel Partners, Business Development, New Business Development, Selling, Management, Sales, International Sales, Solution Selling, SaaS, Strategy, CRM
Education
University of Minnesota-Twin Cities
BA
Promontory Financial Group, LLC May 2015 - Present
Promontory Financial Group, LLC December 2009 - April 2015
Promontory Financial Group 2006 - December 2009
Financial Services Authority 2003 - 2005
FSA 2000 - 2002
FSA 1998 - 2000
Bank of England 1997 - 1998
Skills
Change Management, Financial Regulation, Enterprise Risk..., Risk Management, Risk Assessment, Banking, Building Relationships, Corporate Governance, AML, Consulting, OFAC, Bank Secrecy Act, Derivatives, Management, Operational Risk, Credit Risk, Due Diligence, Hedge Funds, Securities, Financial Risk, Asset Management, Capital Markets, Retail Banking, Financial Services, Virtual Currency, Bitcoin, Compliance, Consumer Behaviour, Money Transfers, Anti Money Laundering
Education
University of Oxford 1992 — 1997
Promontory Financial Group, LLC August 2015 - Present
Redwood Trust, Inc. October 2014 - August 2015
Aurora Commercial (formerly a Lehman Brothers company) December 2005 - October 2014
Echostar Communications May 2003 - December 2005
Solution Partners March 2003 - May 2003
Allidex July 2000 - December 2002
Oracle Corporation February 1999 - June 2000
ESTI Consulting Services May 1993 - January 1999
Skills
Data Architecture, Data Governance, Team Management, Team Leadership, Data Warehousing, Performance Tuning, Oracle, SQL Server, Informatica, SQL, Software Configuration..., Business Intelligence, Dimensional Modeling, SQL*Plus, PL/SQL, Stored Procedures, Data Modeling, Data Integration, Software Project..., Database Administration, DB2, DB2/SQL, XML, XSLT, XML Schema, Weblogic, Java, Log4Bash, HTML, Linux, Bash, Shell Scripting, Business Objects, CMDB, Enterprise Automation, Tidal Enterprise..., Autosys
Education
University of Saskatchewan 1989 — 1993
Bachelor of Commerce, Computer Science
Reeves Law Office, P.A. March 2014 - Present
Rubinton and Associates, PA December 2012 - November 2013
Promontory Financial Group, LLC February 2012 - July 2012
The Fitzz Group, Inc. August 2007 - August 2008
IMG Tickets January 2005 - August 2007
Education
Florida International University - College of Law 2008 — 2011
Juris Doctor, Law
University of Miami - School of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Promontory Financial Group, LLC October 2011 - January 2013
FDIC RAC Contractor 1985 - 2013
MMC Group September 2008 - March 2010
The Bohan Group January 2003 - July 2008
Opus CMC 2007 - 2008
Skills
Loss Mitigation, Mortgage Lending, Underwriting, Mortgage Underwriting, Loans, Mortgage Banking, Due Diligence, Loan Servicing, Loan Origination, Credit, Mortgage Servicing, Credit Analysis, Credit Risk, Residential Mortgages, Appraisals, Credit Cards, Banking, Financial Analysis, Asset, Real Estate Economics, Commercial Lending, FHLMC, Foreclosures, Refinance, Financial Risk, REO, Executive Management, FHA, Funding, Portfolio Management, Investments, Management, Risk Analysis, Capital Markets, Structured Finance, Asset Management, Construction Loans, Financial Structuring, AML, Consumer Lending, Commercial Banking, Quality Control, Fraud, Valuation, RESPA
Education
University of Houston 1985 — 1987
Associates
Gilead Sciences June 2015 - Present
Onyx Pharmaceuticals October 2014 - June 2015
Bay Federal Credit Union July 2013 - June 2014
Promontory Financial Group, LLC May 2012 - January 2013
Reilly Pozner June 2010 - May 2012
Rollins Fire Sprinklers March 2010 - May 2011
Karen Schaefer Buck, Esq. July 2008 - January 2010
Skills
Litigation, Trials, Courts, Construction, Contract Negotiation, Alternative Dispute..., Contracts Administrators, Bankruptcy, Legal Compliance, Regulatory Affairs, Financial Analysis, Construction Law, Sales, Persuasion, Legal Writing, Civil Litigation, Legal Research, Westlaw, Legal Issues, Mediation, Public Speaking
Education
University of Denver - Sturm College of Law 2007 — 2010
Doctor of Law (J.D.)
University of Southern California 2005 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Cognitive Options Group, LLC January 2013 - Present
Promontory Financial Group, LLC February 2012 - January 2014
Inglet Blair 2013 - 2013
Promontory Financial Group, LLC 2012 - 2012
Kroll Factual Data February 2010 - February 2011
Wells Fargo Bank February 2008 - January 2009
The CIT Group October 2004 - October 2007
Skills
Credit, Mortgage Lending, Credit Analysis, Credit Risk, Foreclosures, Loan Origination, Loans, Loss Mitigation, Mortgage Banking, Mortgage Servicing, Residential Mortgages, Underwriting
Education
University of Northern Colorado 1993 — 1998
Centura Health November 2013 - Present
Centura Health April 2013 - November 2013
Promontory Financial Group, LLC July 2012 - January 2013
McCandlish Holton August 2010 - May 2011
Virginia Hospital and Healthcare Association 2009 - 2010
Legal Aid Justice Center 2008 - 2009
Skills
Legal Writing, Research, Civil Litigation, Commercial Litigation, Legal Research, Health Law, Health Care Compliance, Public Speaking, Affordable Care Act, Editing, Workers Compensation, Medical Law, Licensure, Medicare/Medicaid..., Westlaw, Microsoft Office, PowerPoint
Education
Virginia Commonwealth University 2009 — 2011
Masters in Health Administration
University of Richmond School of Law 2007 — 2011
JD/MHA
Washington and Lee University 2002 — 2006
Bachelor of Arts (BA), English and Honors Philosophy
FirstBank Puerto Rico May 2015 - Present
McGladrey August 2014 - June 2015
Digital Risk October 2013 - August 2014
Promontory Financial Group, LLC 2012 - 2013
Skills
Credit, Financial Services, Loan Servicing, Finance, Loans, FHA, Mortgage Lending, Banking, Credit Risk, Credit Analysis, Due Diligence, Financial Modeling, Loss Mitigation, Mortgage Banking
Education
University of North Florida 2000 — 2003
Malave Financial Services, LLC. February 2013 - Present
Promontory Financial Group, LLC March 2015 - April 2015
BBVA April 2014 - February 2015
Citibank (Banamex USA) March 2014 - March 2014
Promontory Financial Group, LLC. January 2012 - January 2013
JPMorgan Chase June 2011 - December 2011
Expedite Mortgage Services, Inc. March 2001 - July 2006
First National Funding Corp. of America November 1997 - March 2001
Skills
Risk Management, Credit, Financial Risk, Loans, Banking, Forensic Analysis, Due Diligence, Anti Money Laundering, Fraud Detection, Mortgage Lending, Financial Services, Finance, Fraud, AML, Credit Cards, Credit Analysis, KYC, Credit Risk, Risk Assessment, Auditing, Internal Audit, Financial Analysis, Loan Servicing, Mortgage Servicing, Loan Origination, Internal Controls, Loss Mitigation, Enterprise Risk..., Operational Risk..., Bank Secrecy Act, Operational Risk, Loan Modifications, Underwriting, Mortgage Underwriting, Mortgage Banking, Consumer Lending, Commercial Banking, Residential Mortgages, Retail Banking, Relationship Management, Commercial Lending, FHA, Refinance, Asset Management, Default, Risk Analysis, Funding, Executive Management, Capital Markets
Education
University of Phoenix 2008 — 2010
BS, Organizational Security and Management
Axia College of University of Phoenix 2007 — 2008
AAB, Business
Fort Hamilton High School
Promontory Financial Group, LLC April 2014 - Present
IPSA International September 2012 - September 2015
ACAMS 2013 - 2014
ACAMS 2013 - 2014
Citigroup February 2009 - September 2012
Harbour Homes Homeowners Association - South Neighborhood December 2007 - December 2009
Penzell Financial Services January 2008 - January 2009
Skills
AML, Due Diligence, Securities, FINRA, Anti Money Laundering, Equities, Series 7, Mutual Funds, Financial Analysis, Investments, Asset Managment, Compliance, Financial Services, Organized Multi-tasker, Homeowner Association..., Global Regulatory..., Team Leadership, Versatility, Technology Solutions, Regulatory Requirements, Consulting, Asset Management, OFAC, Banking, Wire Transfers
Education
University of Florida 2000 — 2004
Bachelor of Science in Business Administration, Finance, General
Bank of America 2013 - February 2014
Promontory Financial Group, LLC January 2012 - January 2013
Rose International October 2010 - June 2011
The Mergis Group March 2010 - September 2010
Bank of America June 2009 - February 2010
Wachovia Corporation August 2003 - October 2007
Vanguard November 2002 - April 2003
Bank of America March 1994 - October 2001
Dillards dept store September 1990 - June 1995
Skills
Credit, Loans, Mortgage Lending, Underwriting, Real Estate, Finance, Analysis, Loss Mitigation, Management, Foreclosures, Process Improvement, Mortgage Banking, Sales, Banking, Loan Origination
Education
University of Phoenix 2010 — 2012
Graduate of Masters in Business Administration (MBA), Business, 3.55
University of Phoenix 2007 — 2010
Bachelors of Science in Business Management, Business
Richmond Community College 1988 — 1990
Business Management, Business
HVS Capital Corp August 2015 - Present
Real Estate Consultants of Colorado, LLC December 2014 - August 2015
US Attorney's Office for the District of Colorado July 2013 - January 2015
Promontory Financial Group, LLC September 2012 - January 2013
University of Denver Sturm College of Law August 2009 - May 2012
Department of Energy August 2011 - November 2011
Lahner and Associates April 2011 - July 2011
Federal Mine Safety and Health Review Commission January 2011 - April 2011
US Fish and Wildlife Service June 2010 - August 2010
Ohme Gardens January 2009 - July 2009
Skills
Legal Writing, Administrative Law, Westlaw, Contract Negotiation, Training, Legal Issues, Courts, Commercial Real Estate, Real Estate, Strategic Planning, Marketing
Education
University of Denver - Sturm College of Law 2009 — 2012
JD, Law
University of Denver - Sturm College of Law
Juris Doctor, 2012
University of Oregon
Bachelor of Science, Business Administration
Promontory Financial Group, LLC 2011 - Present
Clark Entertainment Inc 2009 - 2011
Tishman Speyer 2008 - 2009
Bresler & Reiner, Inc. 2006 - 2008
Skills
Accounting, Financial Analysis, Internal Controls, General Ledger, Financial Reporting
Education
University of Illinois at Urbana-Champaign - College of Business
BS
Currently seeking Mortgage Underwriting position October 2013 - Present
Promontory Financial Group, LLC April 2011 - March 2014
Currently Seeking New Opportuiny October 2013 - October 2013
Contract mortgage underwriter December 2009 - June 2011
Wells Fargo February 2001 - March 2009
Skills
Mortgage Lending, Mortgage Banking, Conforming, Conventional, Mortgage Industry, Loans, Mortgage, Underwriting, Credit Analysis, Refinance, Credit, Residential Mortgages, Credit Risk, Banking, Compliance, Purchase, Real Estate, Due Diligence, First Time Home Buyers, Financial Analysis, Customer Service, Executive Management, Policy, Home, Investment Properties, Valuation, Mortgage Underwriting, Residential, Customer Relations, Analysis, Retail, Team Building, Coaching, Operations Management, Problem Solving, Process Improvement, Excel, Negotiation, Construction Loans, Budgeting, Loan Origination, Budgets, USDA, Loan Servicing
Education
University of Northern Iowa 1998 — 2000
Master's degree, Business Administration and Management, General
Mississippi Valley State University 1977 — 1981
BA, Political Science
Consumer Financial Protection Bureau (CFPB) April 2012 - Present
Promontory Financial Group, LLC November 2011 - April 2012
Rushmore Loan Management Services, LLP April 2010 - October 2011
Office of Thrift Supervision November 2007 - April 2010
Lehman Brothers Bank January 2004 - October 2007
New Century Mortgage 2003 - 2004
Finance America 2000 - 2002
FDIC January 1990 - September 1998
Education
University of Illinois at Urbana-Champaign 1974 — 1983
MA, BA, French
Santa Barbara College of Law 1978 — 1982
JD, cum laude, Law
U.S. Bank August 2013 - Present
Clayton Fixed Income Services February 2013 - July 2013
Promontory Financial Group, LLC March 2012 - January 2013
Hon. Michael E. Hegarty, United States District Court November 2011 - March 2012
Federico Consulting January 2011 - April 2011
ELITE International School October 2007 - June 2008
Education
University of Kansas
Bachelor of Arts, French Language and Literature
University of Kansas School of Law
Juris Doctorate
Promontory Financial Group, LLC 2013 - 2014
Colorado Court of Appeals August 2012 - July 2013
Newmont Mining Corporation 2012 - 2012
United Nations, OHCHR 2011 - 2011
Gomez-Acebo y Pombo 2009 - 2009
Law Offices of Sherry P. Broder, Esq February 2008 - August 2008
Robert F. Kennedy Center for Justice and Human Rights August 2006 - November 2007
Skills
International..., Legal Writing, Research, Legal Research, Spanish, Policy Analysis, International Relations, Public Policy, Social Media, Microsoft Office, Human Rights, Politics, Public Speaking, Nonprofits, Program Management, Civil Litigation, Commercial Litigation, Criminal Law, Policy
Education
JD/MBA University of Denver - Sturm College of Law/Daniels College of Business 2008 — 2011
JD/MBA
University of Denver - Sturm College of Law
Promontory Financial Group, LLC Deputy Director, Division of AdministrationFederal Deposit Insurance CorporationAugust 2001 - April 2011
FDIC July 1990 - August 2001
Skills
Negotiation, Risk Management, Human Resources, System Administration
Education
University of Maryland College Park 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
BMO Harris Bank November 2014 - Present
Tek Connect March 2014 - November 2014
Smithgall Financial Group March 2014 - August 2014
Loan Simple, Inc June 2013 - February 2014
Wells Fargo February 2012 - June 2013
Promontory Financial Group, LLC October 2011 - February 2012
JPMorgan Chase December 2010 - October 2011
PHH Mortgage February 2003 - December 2010
Skills
Test Management, Mortgage Lending, Mortgage Banking, Functional Testing, Underwriting, Manual Testing, Customer Service, ALM, Loans, Regression Testing, Defect Life Cycle, Business Strategy, User Acceptance Testing, Microsoft Office, Black Box Testing, System Integration..., Defect Logging, Defect Tracking, Strategic Planning, Negotiation, Credit, Public Speaking, Finance, Refinance, Loan Origination, Management
Education
University of North Florida - College of Business Administration 1999 — 2002
BA
University of North Florida - College of Business Administration 1999 — 2001
Associate's Degree
Promontory Financial Group, LLC October 2012 - Present
LenderLive Network, Inc. May 2011 - September 2012
customer retention solutions January 2008 - January 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Loss Mitigation, Credit, Mortgage Servicing, Underwriting, Residential Mortgages, Banking, FHA, Executive Management
Education
Hard Knocks 1950 — 2011
PHD, Street Smarts
University of Northern Colorado 1968 — 1972
liberal arts, sociology and political science
Promontory Financial Group, LLC 2012 - Present
Affinity Bank April 2007 - July 2008
Impac Companies July 2006 - March 2007
Ameriquest Mortgage August 2003 - April 2006
DVI Business Credit April 2000 - February 2003
Deutsche Financial Services 1996 - 1999
Private Healthcare Systems 1989 - 1993
Skills
Operations Management, Credit Analysis, Training, Credit, Risk Management, Process Improvement, Team Building, Analysis, Customer Service, Software Documentation, Microsoft Excel, Leadership, Finance, Mortgage Lending, Loans
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Human Services Management
Promontory Financial Group, LLC 2012 - Present
Federal Reserve Bank of Atlanta 1991 - 2011
Federal Reserve Bank of Richmond September 1989 - November 1991
Skills
Management, Project Management, Bank Examination, Credit Risk Management..., Loan Review, Appraisal Review, Financial Analysis, Loans, Appraisals, Banking, Credit Risk, Financial Risk, Portfolio Management, Credit, AML, Credit Analysis, Operational Risk, Enterprise Risk..., Capital Markets, Financial Institutions, Risk Management, Commercial Banking, Bank Secrecy Act, Market Risk, Financial Regulation, Liquidity Risk, Operational Risk..., ALM
Education
University of South Carolina-Columbia 1986 — 1988
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
North Salem
Promontory Financial Group, LLC December 2013 - Present
Skills
Due Diligence, Capital Markets, Financial Modeling, Microsoft Excel, Microsoft Office, Research, Litigation, Social Media
Education
University of Denver - Sturm College of Law 2011 — 2014
Doctor of Law (JD)