Congress Financial Corporation
Industry: Company
DescriptionFounded: 2002 Parent organizations: Wells Fargo, Wells Fargo Bank, National Association Subsidiaries: Foothill Capital Corp, Wells Fargo Distribution Finance, LLC People also search for: Bank of America Merrill Lynch, Wells Fargo Foothill, Inc, Resource Lenders, Inc.
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Congress Financial Corporation Employees
Employee
Years
Job
Industry
James Vargo James Vargo's Congress Financial Corporation Experience 1991 - 1994
Job Senior Vice President of Business Development at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2013 - Present
HomeDirect USA 2005 - 2013
The Bekins Company 2002 - 2005
Impact Capital Group 2000 - 2002
CIT 1994 - 2000
CIT 1995 - 1998
CIT 1994 - 1995
Congress Financial Corporation 1991 - 1994
Congress Financial Corporation 1984 - 1991
Skills
Mergers & Acquisitions, Finance, Banking, Strategy, Restructuring, Risk Management, Process Improvement, Accounting, Corporate Finance, Change Management, Leadership, Forecasting, Mergers, Strategic Planning, Management, Private Equity, Credit, Financial Modeling, Business Planning, Working Capital..., Investment Banking, Financial Analysis, Budgets, Due Diligence, Auditing, Transportation, Turnaround Experience, Financial Accounting, Negotiation, Cash Flow, Acquisition Integration, Operations Management, Corporate Governance, Project Planning, M&A experience, Credit Management, Analysis, Portfolio Management, Acquistions, Business Integration, GAAP, CFOs, Business Strategy, Business Process..., Turn Around Management, Financial Reporting, Banking Relationships, Logistics, Project Management, Retail Marketing
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Northern Illinois University
Bachelor's Degree, Accounting and Finance
Wells Fargo Bank May 2013 - Present
HomeDirect USA 2005 - 2013
The Bekins Company 2002 - 2005
Impact Capital Group 2000 - 2002
CIT 1994 - 2000
CIT 1995 - 1998
CIT 1994 - 1995
Congress Financial Corporation 1991 - 1994
Congress Financial Corporation 1984 - 1991
Skills
Mergers & Acquisitions, Finance, Banking, Strategy, Restructuring, Risk Management, Process Improvement, Accounting, Corporate Finance, Change Management, Leadership, Forecasting, Mergers, Strategic Planning, Management, Private Equity, Credit, Financial Modeling, Business Planning, Working Capital..., Investment Banking, Financial Analysis, Budgets, Due Diligence, Auditing, Transportation, Turnaround Experience, Financial Accounting, Negotiation, Cash Flow, Acquisition Integration, Operations Management, Corporate Governance, Project Planning, M&A experience, Credit Management, Analysis, Portfolio Management, Acquistions, Business Integration, GAAP, CFOs, Business Strategy, Business Process..., Turn Around Management, Financial Reporting, Banking Relationships, Logistics, Project Management, Retail Marketing
Education
Northern Illinois University - College of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Northern Illinois University
Bachelor's Degree, Accounting and Finance
Angela Reece's Congress Financial Corporation Experience 1993 - 1995
Job at Eagle Business Credit
Industry Financial Services
Experience
Eagle Business Credit March 2015 - Present
Bibby Financial Services (South), Inc. January 2013 - February 2015
Bibby International Trade Finance Inc. January 2011 - December 2012
Bibby International Trade Finance Inc. February 2009 - December 2010
Advance Financial Corporation 1995 - 2008
Congress Financial Corporation 1993 - 1995
Skills
Factoring, Asset Based Lending, Commercial Finance, Commercial Lending, Invoice Discounting, Funding, Credit, Trade Finance, Working Capital..., Credit Analysis, Small Business Lending, Cash Flow, Credit Risk, Finance, Underwriting, Portfolio Management, Commercial Banking, Financial Risk, Risk Management, Financial Services, Relationship Management, Due Diligence
Education
Kennesaw State University 1988 — 1992
Bachelors of Business, Accounting
Eagle Business Credit March 2015 - Present
Bibby Financial Services (South), Inc. January 2013 - February 2015
Bibby International Trade Finance Inc. January 2011 - December 2012
Bibby International Trade Finance Inc. February 2009 - December 2010
Advance Financial Corporation 1995 - 2008
Congress Financial Corporation 1993 - 1995
Skills
Factoring, Asset Based Lending, Commercial Finance, Commercial Lending, Invoice Discounting, Funding, Credit, Trade Finance, Working Capital..., Credit Analysis, Small Business Lending, Cash Flow, Credit Risk, Finance, Underwriting, Portfolio Management, Commercial Banking, Financial Risk, Risk Management, Financial Services, Relationship Management, Due Diligence
Education
Kennesaw State University 1988 — 1992
Bachelors of Business, Accounting
Rosemary (Rose) Brandt Rosemary (Rose) Brandt's Congress Financial Corporation Experience 1991 - 1992
Job VP, Accounting and Finance at HIMSS
Industry Nonprofit Organization Management
Experience
HIMSS 2012 - Present
American Dental Association 1994 - 2012
American Dental Association 1992 - 1994
Congress Financial Corporation 1991 - 1992
Blackman Kallick (now Plante Moran) 1989 - 1991
Arthur Young (now Ernst & Young) 1980 - 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Non-profits, Internal Controls, Budgets, Management, Financial Accounting, Accounts Receivable, Management Consulting, Internal Audit, Nonprofits, Finance, Access, Accounts Payable
Education
DePaul University
MBA, Finance
DePaul University
BSC, Accounting
HIMSS 2012 - Present
American Dental Association 1994 - 2012
American Dental Association 1992 - 1994
Congress Financial Corporation 1991 - 1992
Blackman Kallick (now Plante Moran) 1989 - 1991
Arthur Young (now Ernst & Young) 1980 - 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Non-profits, Internal Controls, Budgets, Management, Financial Accounting, Accounts Receivable, Management Consulting, Internal Audit, Nonprofits, Finance, Access, Accounts Payable
Education
DePaul University
MBA, Finance
DePaul University
BSC, Accounting
Knight Kieffer Knight Kieffer's Congress Financial Corporation Experience July 1996 - May 1999
Job Investment Banking & Capital Markets
Industry Investment Banking
Experience
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Fifth Third Bank August 2015 - Present
Regions Securities LLC Regions Financial Corporation October 2011 - August 2015
Bank of America Merrill Lynch April 2008 - July 2011
Banc of America Securities March 2005 - April 2008
Banc of America Securities August 2003 - April 2005
Tucker Anthony May 1999 - July 2001
Congress Financial Corporation July 1996 - May 1999
Skills
Leveraged Finance, Capital Markets, Syndications, Financial Modeling, Debt, Banking, Structuring, Financial Structuring, Investment Banking, Credit, Loans, Corporate Finance, Mergers & Acquisitions, Structured Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
University of Vermont 1992 — 1996
BS, Finance
The Nichols School
Charles Gendron Charles Gendron's Congress Financial Corporation Experience 1996 - 2000
Job Director of Financial Planning and Analysis
Industry Telecommunications
Experience
Cisco Systems 2010 - 2013
Starent Networks 2007 - 2009
USA Mobility & Arch Wireless 2001 - 2006
Congress Financial Corporation 1996 - 2000
Skills
Financial Analysis, Financial Modeling, Operating Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Strategic Planning, Budgets, Forecasting, Strategic Financial..., Financial Reporting
Education
McGill University 1987 — 1989
Graduate Diploma in Accountancy, Accounting and Related Services
Concordia University 1983 — 1986
Bachelor of Commerce (B.Com.), Finance, General
Cisco Systems 2010 - 2013
Starent Networks 2007 - 2009
USA Mobility & Arch Wireless 2001 - 2006
Congress Financial Corporation 1996 - 2000
Skills
Financial Analysis, Financial Modeling, Operating Budgets, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Strategic Planning, Budgets, Forecasting, Strategic Financial..., Financial Reporting
Education
McGill University 1987 — 1989
Graduate Diploma in Accountancy, Accounting and Related Services
Concordia University 1983 — 1986
Bachelor of Commerce (B.Com.), Finance, General
David Weinstein, CTP's Congress Financial Corporation Experience March 1995 - September 2001
Job Senior Vice President, Ares Management LLC
Industry Financial Services
Experience
Ares Management LLC June 2014 - Present
President, Connecticut Turnaround Management Association (CTTMA) January 2015 - Present
Pace University Lubin School of Business September 2011 - Present
Lakeside Advisors July 2004 - June 2014
Buyology Inc 2008 - March 2013
United States Beverage March 2009 - June 2011
Norwalk Community College 2009 - 2010
MorrisAnderson September 2001 - 2004
CONGRESS FINANCIAL CORPORATION March 1995 - September 2001
Arthur Andersen's Corporate Financial Consulting Services 1992 - 1995
Skills
Restructuring, Due Diligence, Turn Around Management, Bankruptcy, Corporate Development, Mergers, Private Equity, Corporate Finance, Start-ups, Business Valuation, Valuation, Divestitures, Capital, Financial Analysis, Venture Capital, Leveraged Finance, Finance, Capital Markets, Managerial Finance, Loans, Mergers & Acquisitions, Business Development, Credit, Structured Finance, Business Planning, Equities, Cash Flow, Acquisitions, Credit Analysis, Asset Based Lending, Funding, Debt Restructuring, Strategy, Emerging Markets, Management, Investments, Financial Structuring, Portfolio Management, Commercial Banking, Executive Management, LBO, Loan Origination, Financial Modeling, Financial Advisory, Investment Banking, Corporate Law, Banking, Underwriting, Analysis, M&A experience
Education
Pace University 1989 — 1991
Masters of Business Administration, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1982
BA, Economics & Political Science
Scarsdale High 1973 — 1977
High School
Turnaround Management Association
Certified Turnaround Professional (CTP)
Ares Management LLC June 2014 - Present
President, Connecticut Turnaround Management Association (CTTMA) January 2015 - Present
Pace University Lubin School of Business September 2011 - Present
Lakeside Advisors July 2004 - June 2014
Buyology Inc 2008 - March 2013
United States Beverage March 2009 - June 2011
Norwalk Community College 2009 - 2010
MorrisAnderson September 2001 - 2004
CONGRESS FINANCIAL CORPORATION March 1995 - September 2001
Arthur Andersen's Corporate Financial Consulting Services 1992 - 1995
Skills
Restructuring, Due Diligence, Turn Around Management, Bankruptcy, Corporate Development, Mergers, Private Equity, Corporate Finance, Start-ups, Business Valuation, Valuation, Divestitures, Capital, Financial Analysis, Venture Capital, Leveraged Finance, Finance, Capital Markets, Managerial Finance, Loans, Mergers & Acquisitions, Business Development, Credit, Structured Finance, Business Planning, Equities, Cash Flow, Acquisitions, Credit Analysis, Asset Based Lending, Funding, Debt Restructuring, Strategy, Emerging Markets, Management, Investments, Financial Structuring, Portfolio Management, Commercial Banking, Executive Management, LBO, Loan Origination, Financial Modeling, Financial Advisory, Investment Banking, Corporate Law, Banking, Underwriting, Analysis, M&A experience
Education
Pace University 1989 — 1991
Masters of Business Administration, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1982
BA, Economics & Political Science
Scarsdale High 1973 — 1977
High School
Turnaround Management Association
Certified Turnaround Professional (CTP)
Bernard Maniago's Congress Financial Corporation Experience July 1998 - September 2000
Job VP / ABL Risk Manager at East West Bank
Industry Banking
Experience
East West Bank July 2014 - Present
Adalbray Properties September 2002 - Present
City National Bank April 2011 - June 2014
City National Bank September 2009 - March 2011
City National Bank June 2008 - August 2009
City National Bank October 2001 - June 2008
Union Bank of California September 2000 - September 2001
Congress Financial Corporation July 1998 - September 2000
Congress Financial Corporation July 1998 - December 1998
Paramount Pictures October 1996 - July 1998
Skills
Credit, Loans, Cash Flow, Asset Based Lending, Underwriting, Risk, Commercial Lending, Financial Reporting, Real Estate, Credit Risk, Banking, Financial Analysis, Negotiation, Credit Analysis, Accounting, Microsoft Office, Commercial Banking, Portfolio Management, Financial Risk
Education
California State University-Northridge
Bachelors of Science
East West Bank July 2014 - Present
Adalbray Properties September 2002 - Present
City National Bank April 2011 - June 2014
City National Bank September 2009 - March 2011
City National Bank June 2008 - August 2009
City National Bank October 2001 - June 2008
Union Bank of California September 2000 - September 2001
Congress Financial Corporation July 1998 - September 2000
Congress Financial Corporation July 1998 - December 1998
Paramount Pictures October 1996 - July 1998
Skills
Credit, Loans, Cash Flow, Asset Based Lending, Underwriting, Risk, Commercial Lending, Financial Reporting, Real Estate, Credit Risk, Banking, Financial Analysis, Negotiation, Credit Analysis, Accounting, Microsoft Office, Commercial Banking, Portfolio Management, Financial Risk
Education
California State University-Northridge
Bachelors of Science
Janice Dorris,JD,MBA's Congress Financial Corporation Experience 1992 - 1998
Job
Industry Legal Services
Experience
Centers for Disease Control and Prevention December 2010 - Present
GABWA Foundation Civil Pro Bono Wills Project November 2010 - January 2011
MUST Ministries September 2010 - November 2010
Song of Atlanta 2008 - 2010
Presidential Financial 2006 - 2008
US Small Business Administration - Disaster Assistance 2004 - 2006
Law Office of Christina Stahl 2002 - 2004
King and Spalding 2001 - 2002
Foothill Capital Corporation (Wells Fargo) 1998 - 2001
Congress Financial Corporation 1992 - 1998
Skills
Portfolio Management
Education
Georgia State University College of Law 1993 — 1997
Juris Doctor
Georgia State University - J. Mack Robinson College of Business
MBA
Tennessee State University
BS
Centers for Disease Control and Prevention December 2010 - Present
GABWA Foundation Civil Pro Bono Wills Project November 2010 - January 2011
MUST Ministries September 2010 - November 2010
Song of Atlanta 2008 - 2010
Presidential Financial 2006 - 2008
US Small Business Administration - Disaster Assistance 2004 - 2006
Law Office of Christina Stahl 2002 - 2004
King and Spalding 2001 - 2002
Foothill Capital Corporation (Wells Fargo) 1998 - 2001
Congress Financial Corporation 1992 - 1998
Skills
Portfolio Management
Education
Georgia State University College of Law 1993 — 1997
Juris Doctor
Georgia State University - J. Mack Robinson College of Business
MBA
Tennessee State University
BS
Keith C. Chapman's Congress Financial Corporation Experience April 1984 - July 2004
Job Proprietor at KEEP Secured Lending Services
Industry Financial Services
Experience
KEEP Secured Lending Services October 2005 - Present
Congress Financial Corporation April 1984 - July 2004
Continental Illinois National Bank 1981 - 1984
Skills
Due Diligence, Credit, Finance, Loans, Financial Analysis, Banking, Accounting, Corporate Finance, Portfolio Management, Leadership, Accounts Receivable, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Financial Modeling
Education
Southern Illinois University, Edwardsville 1973 — 1977
BSBA - Accounting, Accounting and Finance
KEEP Secured Lending Services October 2005 - Present
Congress Financial Corporation April 1984 - July 2004
Continental Illinois National Bank 1981 - 1984
Skills
Due Diligence, Credit, Finance, Loans, Financial Analysis, Banking, Accounting, Corporate Finance, Portfolio Management, Leadership, Accounts Receivable, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Financial Modeling
Education
Southern Illinois University, Edwardsville 1973 — 1977
BSBA - Accounting, Accounting and Finance
Daniel Maresca's Congress Financial Corporation Experience May 1992 - December 1997
Job Managing Director at Ally Commercial Finance
Industry Financial Services
Experience
Ally Commercial Finance (f/k/a GMAC Commercial Finance) October 2002 - Present
LaSalle Business Credit December 1997 - October 2002
Congress Financial Corporation May 1992 - December 1997
Goldstein Golub Kessler & Co. ("GGK") 1990 - May 1992
Mann Judd Landau 1987 - 1990
Deloitte & Touche LLP 1987 - 1990
Education
LIU Post 1983 — 1987
BA, Accounting
Ally Commercial Finance (f/k/a GMAC Commercial Finance) October 2002 - Present
LaSalle Business Credit December 1997 - October 2002
Congress Financial Corporation May 1992 - December 1997
Goldstein Golub Kessler & Co. ("GGK") 1990 - May 1992
Mann Judd Landau 1987 - 1990
Deloitte & Touche LLP 1987 - 1990
Education
LIU Post 1983 — 1987
BA, Accounting
Rob Semar's Congress Financial Corporation Experience June 1996 - August 1999
Job Internal Auditor at Members Credit Union
Industry Banking
Experience
Members Credit Union November 2004 - Present
The Broe Companies February 2004 - August 2004
CU Service Network of Colorado October 2000 - November 2003
Congress Financial Corporation June 1996 - August 1999
Skills
Financial Analysis, Financial Risk, Customer Service, Process Improvement, Auditing, Risk Management, Loans, Budgets, Credit Analysis, Financial Reporting, Strategic Planning, Fixed Income, Project Management, Banking, Treasury Management, Cash Management, Commercial Banking, Microsoft Excel, Microsoft Office, Business Analysis, Analysis, Capital Markets, Leadership, Financial Markets
Education
Winston-Salem State University 2010 — 2011
Master of Business Administration (MBA)
University at Buffalo 1985 — 1988
BA, Economics
Members Credit Union November 2004 - Present
The Broe Companies February 2004 - August 2004
CU Service Network of Colorado October 2000 - November 2003
Congress Financial Corporation June 1996 - August 1999
Skills
Financial Analysis, Financial Risk, Customer Service, Process Improvement, Auditing, Risk Management, Loans, Budgets, Credit Analysis, Financial Reporting, Strategic Planning, Fixed Income, Project Management, Banking, Treasury Management, Cash Management, Commercial Banking, Microsoft Excel, Microsoft Office, Business Analysis, Analysis, Capital Markets, Leadership, Financial Markets
Education
Winston-Salem State University 2010 — 2011
Master of Business Administration (MBA)
University at Buffalo 1985 — 1988
BA, Economics
Martin Mahoney's Congress Financial Corporation Experience 1994 - 1997
Job Senior Credit and Risk Executive. Commercial lender with expertise in asset based, cash flow and distressed lending.
Industry Financial Services
Experience
TD Bank USA 2010 - Present
GE Capital 2007 - 2009
GE Capital 2001 - 2007
GE Capital 1997 - 2001
GE Capital October 1998 - February 1999
Congress Financial Corporation 1994 - 1997
Congress Financial Corporation 1993 - 1994
Skills
Credit, Portfolio Management, Restructuring, Risk Management, Asset Based Lending, Financial Analysis, Loans, Due Diligence, Underwriting, Leveraged Finance, Banking, Finance, Commercial Lending, Middle Market, Cash Flow Lending, Financial Risk
Education
State University of New York at Buffalo - School of Management 1987 — 1989
MBA, Finance
University at Buffalo 1980 — 1984
BA, Economics
TD Bank USA 2010 - Present
GE Capital 2007 - 2009
GE Capital 2001 - 2007
GE Capital 1997 - 2001
GE Capital October 1998 - February 1999
Congress Financial Corporation 1994 - 1997
Congress Financial Corporation 1993 - 1994
Skills
Credit, Portfolio Management, Restructuring, Risk Management, Asset Based Lending, Financial Analysis, Loans, Due Diligence, Underwriting, Leveraged Finance, Banking, Finance, Commercial Lending, Middle Market, Cash Flow Lending, Financial Risk
Education
State University of New York at Buffalo - School of Management 1987 — 1989
MBA, Finance
University at Buffalo 1980 — 1984
BA, Economics
Constantine (Dean) Baseleon's Congress Financial Corporation Experience October 1990 - August 1993
Job Vice President at Merchants and Manufacturers Bank
Industry Banking
Experience
Hinsdale Bank & Trust February 2013 - Present
Merchants and Manufacturers Bank April 2011 - December 2012
Self employed December 2008 - April 2011
MB Financial Bank May 2004 - December 2008
Bank One N.A./American National Bank and Trust Company of Chicago August 1998 - May 2004
Bank One N.A./American National Bank and Trust Company of Chicago January 1997 - July 1998
Bank One N.A./American National Bank and Trust Company of Chicago August 1993 - January 1997
Congress Financial Corporation October 1990 - August 1993
Dencoz, Inc March 1990 - October 1990
Fidelcor Business Credit Corporation February 1987 - March 1990
Skills
Management, Customer Service, Consulting, Strategy, Commercial Lending, Loans, Asset Based Lending, Small Business Lending
Education
DePaul University 1982 — 1986
B.S, Finance
Hinsdale Bank & Trust February 2013 - Present
Merchants and Manufacturers Bank April 2011 - December 2012
Self employed December 2008 - April 2011
MB Financial Bank May 2004 - December 2008
Bank One N.A./American National Bank and Trust Company of Chicago August 1998 - May 2004
Bank One N.A./American National Bank and Trust Company of Chicago January 1997 - July 1998
Bank One N.A./American National Bank and Trust Company of Chicago August 1993 - January 1997
Congress Financial Corporation October 1990 - August 1993
Dencoz, Inc March 1990 - October 1990
Fidelcor Business Credit Corporation February 1987 - March 1990
Skills
Management, Customer Service, Consulting, Strategy, Commercial Lending, Loans, Asset Based Lending, Small Business Lending
Education
DePaul University 1982 — 1986
B.S, Finance
MItch Newmark's Congress Financial Corporation Experience February 1984 - May 1997
Job Senior Risk Manager at Merchant Warehouse
Industry Financial Services
Experience
First Data Merchant Services October 1998 - February 2011
BankAtlantic Factors June 1997 - July 1998
Congress Financial Corporation February 1984 - May 1997
Skills
Credit Risk, Credit, Risk Management, Portfolio Management, Credit Analysis, Finance
Education
Miami Dade College
First Data Merchant Services October 1998 - February 2011
BankAtlantic Factors June 1997 - July 1998
Congress Financial Corporation February 1984 - May 1997
Skills
Credit Risk, Credit, Risk Management, Portfolio Management, Credit Analysis, Finance
Education
Miami Dade College
John Palermo's Congress Financial Corporation Experience July 1996 - March 1999
Job Senior Vice President / Underwriter at U.S. Bank Asset Based Finance
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Wells Fargo Commercial Finance May 2010 - May 2015
Wells Fargo Comercial Finance January 2005 - May 2010
Capitalsource Finance, LLC April 2004 - September 2004
Webster Business Business Credit - Retail Finance Group May 2001 - March 2004
Mellon Business Credit August 2000 - April 2001
Citizens Business Credit April 1999 - July 2000
Congress Financial Corporation July 1996 - March 1999
Congress Financial Corporation August 1993 - June 1996
Fleet Bank, N.A. September 1991 - July 1993
Skills
Relationship Management, Loan Origination, Credit Risk, Credit Analysis, Cross Selling, Asset Based Lending, Loans, Credit, Underwriting, Finance, Restructuring, Mergers & Acquisitions, Corporate Finance, Private Equity
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Arts (B.A.), Economics
U.S. Bank May 2015 - Present
Wells Fargo Commercial Finance May 2010 - May 2015
Wells Fargo Comercial Finance January 2005 - May 2010
Capitalsource Finance, LLC April 2004 - September 2004
Webster Business Business Credit - Retail Finance Group May 2001 - March 2004
Mellon Business Credit August 2000 - April 2001
Citizens Business Credit April 1999 - July 2000
Congress Financial Corporation July 1996 - March 1999
Congress Financial Corporation August 1993 - June 1996
Fleet Bank, N.A. September 1991 - July 1993
Skills
Relationship Management, Loan Origination, Credit Risk, Credit Analysis, Cross Selling, Asset Based Lending, Loans, Credit, Underwriting, Finance, Restructuring, Mergers & Acquisitions, Corporate Finance, Private Equity
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY