Congress Financial Corp
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Congress Financial Corp Employees
Brand Sonnenschine LLP January 2014 - Present
National Health Care Associates October 1999 - January 2014
National Health Care Associates 1999 - 2011
Royal Health Care 1998 - 1999
Centercare 1996 - 1998
Congress Financial Corp 1985 - 1986
Skills
Accounting, CPA, Auditing, Financial Analysis, General Ledger, Financial Reporting, Internal Controls, Finance, Tax
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Accounting
Machon Meir 1986 — 1987
none, Torah
New York University 1981 — 1985
bs, finance
New York University - Leonard N. Stern School of Business 1981 — 1985
BS, Finance
Midwood High School
ps 193
EverBank May 2015 - Present
HVB Capital Credit September 2014 - May 2015
Keltic Financial Services / Ares Management June 2011 - September 2014
Business 2005 - May 2011
Wachovia Bank, N.A. 2004 - 2005
Transamerica 1998 - 2004
IBJ Schroder Business Credit Corporation 1995 - 1998
First Fidelity Bank 1988 - 1995
Congress Financial Corp 1986 - 1990
Skills
Credit Analysis, Financial Analysis, Financial Statement..., Credit, Asset Based Lending, Commercial Lending, Legal Documentation, Loan Structuring, Relationship Management, Commercial Finance, Structured Finance, Portfolio Management, Loans, Finance, Financial Risk, Cash Flow, Credit Risk, Cash Management, Underwriting, Due Diligence, Financial Structuring, Commercial Banking, Small Business Lending, Corporate Finance, Financial Services, Banking, Funding, Lines Of Credit, Working Capital..., Syndications, Treasury Management, Liquidation, Risk Management, Workout, Cash Flow Forecasting, Cash Flow Lending, Loan Origination, Factoring, Managerial Finance, Bankruptcy, Accounts Receivable, Mergers, Debt, Risk, Restructuring, Commercial Mortgages, Asset, Compliance, Letters of Credit, Internal Controls
Education
Indiana University Bloomington 1982 — 1986
Bachelor of Science, Accounting
Poly Plastic Products D/B/A Sigma Specialty Films October 1980 - Present
Sigma Speciality Films & Poly Plastic Products October 1980 - Present
Congress Financial Corp. July 1967 - October 1980
Skills
Plastics, Laminating, Packaging, Polymers, Adhesives, Flexo, Product Development, Lean Manufacturing, Coatings, Food Packaging, Machinery, Manufacturing..., Molding, Blown Film Extrusion, Team Building, Process Improvement, Key Account Management, Injection Molding
Education
Hofstra University 1964 — 1972
MBA, Finance & Accounting
Hofstra University 1963 — 1967
BBA degree, Finance
Hof
Rosenthal & Rosenthal, Inc. August 2015 - Present
Wells Fargo Capital Finance - Commercial Services Group October 2009 - July 2015
Wells Fargo Capital Finance March 2000 - February 2008
CIT February 1995 - March 2000
BNY Mellon January 1988 - February 1995
Heller Financial 1985 - 1988
Congress Financial Corp 1980 - 1985
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Finance, Factoring, Trade Finance, Credit Analysis, Loan Origination, Credit Risk, Banking, Business Development, Relationship Management, Cross Selling, Accounts Receivable, Financial Analysis, Financial Structuring, Small Business Lending, Funding, Commercial Banking, Risk Management, Capital Markets, Underwriting, Corporate Finance, Leadership, Cash Management, Portfolio Management, Due Diligence, Cash Flow, Investment Banking, Financial Modeling, Financial Risk, Structured Finance, Financial Services, Strategic Financial..., Investments, Lines Of Credit, Restructuring, Treasury Management, Cash Flow Lending, Mortgage Lending, Middle Market, Commercial Mortgages, Mergers & Acquisitions, Leveraged Finance, Valuation, Debt Restructuring, Private Equity, Syndications
Education
Hofstra University
Bachelor of Arts (B.A.)
Busey April 2015 - Present
Busey April 2015 - Present
Fifth Third Bank October 2009 - October 2012
Fifth Third Bank February 2004 - September 2009
Cole Taylor Bank 2002 - 2004
Bank of America 2000 - 2002
Congress Financial Corp. 1995 - 2000
FINOVA Capital Corporation 1993 - 1995
Sanwa Business Credit Corp. 1986 - 1993
Skills
Credit Analysis, Commercial Lending, Capital Markets, Asset Based Lending, Loans, Commercial Banking, Credit, Underwriting, Middle Market, Risk Management, Credit Risk, Loan Origination, Financial Analysis, Sales Management, Small Business Lending, Portfolio Management, Financial Modeling, Mortgage Lending, Commercial Mortgages, Banking, Financial Structuring, Construction Loans, Lines Of Credit, Consumer Lending, Relationship Management, Treasury Management, Executive Management, Leveraged Finance, Financial Services, Finance, Cash Flow Lending
Education
Hope College 1979 — 1984
Waterford Township High School 1976 — 1978
Cole Taylor Bank March 2011 - Present
Harney Management Partners, LLC August 2009 - February 2011
Bank of America Business Capital / LaSalle Business Credit, LLC September 1992 - November 2008
Congress Financial Corp July 1986 - August 1992
Education
Purdue University Calumet 1995 — 2002
BS, Accounting
GWHS
ECG Collateral Services, Inc. August 2008 - Present
GE Capital June 2001 - August 2008
M.R, Weiser Co. LLP November 1997 - June 2001
Bank of New York Mellon May 1994 - November 1997
Bank of New York Commercial Corp. 1994 - 1997
Congress Financial Corp. 1987 - 1994
CIT 1986 - 1987
Skills
Spreadsheets, Auditing, Accounting, Risk Management, Excel, Risk, PowerPoint, Financial Risk, Microsoft Excel, Finance, Asset Based Lending, Loans, Due Diligence, Analysis, Commercial Lending, Banking, Factoring, Portfolio Management, Asset Based Finance, Credit, Financial Analysis, Commercial Banking, Cash Flow, Structured Finance, Small Business Lending, Credit Analysis, Investments, Funding, Financial Structuring, Internal Audit, Commercial Finance, Corporate Finance, Credit Risk, Restructuring, Cash Management, Financial Modeling, Working Capital..., Private Equity
Education
Saint John's University 1984 — 1987
MBA, Accounting
Keene State College 1976 — 1980
Bachelors of Music, Music Ed.
Garrison Investment Group March 2008 - Present
The CIT Group May 1986 - November 2007
CIT Group - Corporate Credit Risk Management 1986 - 2007
Congress Financial Corp. 1994 - 1995
Congress Financial Corp. 1994 - 1995
Skills
Leveraged Finance, Capital Markets, Asset Based Lending, Mergers & Acquisitions, Private Equity, Credit Analysis, Portfolio Management, Structured Finance, Restructuring, Financial Structuring, Debt Restructuring, Middle Market, LBO, Syndications, Mezzanine, Investment Banking, Corporate Finance
Education
Manhattan College 1981 — 1986
BS, Accouting
GE Capital December 2004 - Present
GE Capital September 2002 - December 2004
GE Capital March 2001 - September 2002
GE Capital October 1999 - March 2001
Congress Financial Corp. June 1997 - October 1999
Skills
Banking, Asset Based Lending, Commercial Lending, Financial Analysis, Credit, Credit Analysis, Commercial Banking, Due Diligence, Underwriting, Financial Modeling, Loans, Portfolio Management, Financial Structuring, Corporate Finance, Credit Risk, Finance, Structured Finance, Capital Markets
Education
Bentley University 1993 — 1997
BS Accounting - Cum Laude, Accounting
Windsor High School 1989 — 1993
Second Harvest Food Bank of Central Florida January 2013 - Present
Coastal Community Action, Inc. September 2010 - January 2013
Synergy CFO, LLC February 2009 - June 2011
Central Florida YMCA December 2005 - February 2009
Trustreet Properties March 2005 - December 2005
Amicus Holdings, Inc (Marketplace Bank & Safeway Select Bank) April 2000 - April 2003
Recoton Corp July 1999 - April 2000
Regions Funding August 1996 - January 1999
Congress Financial Corp. July 1993 - August 1996
Skills
Financial Reporting, Forecasting, Financial Modeling, Budgets, Accounting, Internal Controls, Managerial Finance, Finance, Mergers & Acquisitions, Auditing, Leadership, Strategic Financial..., Sarbanes-Oxley Act, Business Planning, Risk Management, Process Improvement, Analysis, Cash Management, Accounts Receivable
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA, Finance Concentration
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
BBA, Accounting
Stetson University
Providence Health & Services December 2014 - Present
Providence Health & Services April 2013 - October 2014
Waste Management, Inc. April 2008 - August 2011
Waste Management, Inc. November 2003 - March 2008
Portland Police Bureau - WomenStrength Program May 2002 - April 2007
Congress Financial Corp 1999 - 2000
Skills
Auditing, Microsoft Excel, Internal Controls, Accounting, Forecasting, Budgets, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Internal Audit, Variance Analysis, GAAP, Finance, Financial Reporting, Financial Analysis
Education
Lewis and Clark College
BS, Business Administration/Economics
Portland State University
Post-Baccalaureate, Accounting
IDB Bank October 2009 - Present
HSBC Commercial Banking January 2001 - October 2009
Congress Financial Corp 1997 - 2000
Education
Brooklyn College
Bachelor of Science (BS), Accounting
PS 276
Home May 2002 - Present
Poly Dynamics 2001 - 2002
Congress Financial Corp. June 1979 - August 1986
Skills
Organization and...
Education
Suffolk County Community College 1987 — 1989
Interior Design, Interior Design
Barry University 1983 — 1984
None, Accounting and Finance