CoreStates Company
Address: 58 Mt Bethel Rd, Warren, NJ 07059 Hours: Open ⋅ Closes 5PM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (908) 462-9700Place name: : : Website: : Category: : : : Website: http://www.core-eng.com/ Category: Architect Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Core States Group Posting publicly on the Web Write a review Reviews 2 Google reviews
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CoreStates Employees
3R Media LLC July 2011 - Present
Classroom Close-up, NJ July 1998 - Present
NJN Public Television July 1998 - June 2011
CoreStates November 1988 - July 1998
Cam-Tel Productions 1985 - 1988
Skills
Video Production, Video, HTML, Video Editing, Broadcast Television, Editing, Broadcast, Avid, Television, Storytelling, Documentaries, Media Production, Camera, Post Production, Digital Video, HD Video, Producing, Web Video, Entertainment, Non-linear Editing, Directing, Social Media, Avid Media Composer, Digital Media, Camera Operating, Screenwriting, New Media, Commercials, Field Producing, Multimedia, Voice Over, Videography, Music, Production Managment, Radio, Journalism, Broadcast Journalism, Film Production, Casting, Short Films, Film, Adobe Audition, DVD Studio Pro, Final Cut Studio, Radio Producing, Audio Editing, Radio Broadcasting, Reality, Camera Operation
Education
Rowan University 1981 — 1985
Susquehanna Bancshares, Inc. January 2007 - September 2014
Susquehanna Bancshares, Inc. January 2001 - January 2007
SunGard 1995 - 2001
CA April 1993 - April 1995
Pansophic Systems May 1990 - April 1993
CoreStates Financial Corporation 1982 - 1990
Corestates 1977 - 1990
Skills
Enterprise Risk..., IT Audit, Risk Management, Financial Risk, Sarbanes-Oxley Act, Banking, Vendor Management, Governance, Security, Auditing, SDLC, Business Continuity, Business Analysis, Disaster Recovery, Process Improvement, Program Management, Business Continuity..., Risk Assessment, Internal Audit, SharePoint, ITIL, Due Diligence, Software, Access Lists, Camtasia, Citrix Metaframe
Education
Penn State University 1973 — 1975
GNAS, Communication
ECPI (Electronic Computer Programming Institute, Sacramento, CA 1970 — 1971
Certificate of outstanding performance, Computer Programming, Specific Applications
Nether Providence HS 1963 — 1964
Diploma, College Prep
TD Bank Group June 2011 - Present
TD March 2000 - June 2011
CoreStates 2000 - 2005
PNC September 1998 - March 2000
Skills
Crisis Communications, Retail Banking, Relationship Management, Strategic Communications, Corporate Communications, Treasury Management, Commercial Lending, Small Business Lending
Education
Peirce College 2014 — 2016
Masters Degree, Organizational Leadership and Management, Currently maintaining a 3.95 GPA
Philadelphia University 1990 — 1994
Bachelor's degree, Accounting and Finance
Wells Fargo Advisors, LLC May 2014 - Present
Morgan Stanley Wealth Management September 2007 - April 2014
Capmark Finance Inc September 2003 - September 2007
GMAC Commercial Mortgage September 2001 - August 2003
Comcast July 1997 - August 2001
PHH Mortgage (formerly Cendant Mortgage) 1996 - 1997
CoreStates 1994 - 1996
Skills
401k, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Equities, Estate Investment..., Finance, Financial Advisory, Financial Analysis, Financial Reporting, Financial Risk, Financial Services, Fixed-Income Strategies, Insurance, Investments, Investment Planning, Investment Strategies, Relationship Management, Retirement, Retirement-Plan..., Retirement Planning, Risk Management, Securities, Annuities, Mutual Funds, Exchange Traded Funds..., Bonds, Stock Analysis, Strategic Planning, Strategy, Tax–Efficient Strategies, Wealth-Preservation...
Education
Rutgers University – Camden 1992 — 1996
B.S.
Santander Bank, N.A. August 2014 - Present
Santander Bank April 2008 - August 2014
Sovereign Bank October 2002 - April 2008
Progress Bank August 1998 - October 2002
Progress Bank July 1995 - August 1998
CoreStates 1990 - 1995
Skills
Banking, Loans, Time Management, Cash Management, Organizational..., Close Attention to..., Creative Problem Solving, Teamwork, Microsoft Office
Education
Eastern University 1990 — 2003
MBA, Finance
Kutztown University of Pennsylvania 1986 — 1990
BSBA, Finance
Norristown Area High School 1982 — 1986
general, Business
Wells Fargo International Operations January 2009 - Present
Wachovia Bank September 2003 - December 2008
First Union National Bank September 1998 - August 2003
CoreStates Bank September 1995 - August 1998
CoreStates January 1994 - August 1995
CoreStates January 1990 - July 1995
Philadelphia National Bank September 1988 - December 1989
Skills
25 years of Intl..., Sound Knowledge of..., Strong payment and..., 15+ years of Project..., Strong Managerial and..., Strong knowledge in end..., Experienced in..., Experienced in ALM..., Vast experience with MS..., Member of PMI and CBAP..., Basic Knowledge of..., Software Documentation, Analysis, Business Intelligence, Management, Business Analysis, Testing, Vendor Management, Business Process..., SDLC, Banking, Project Management, Process Improvement, Leadership, Risk Management
Education
Philadelphia University 1995 — 2005
Master's degree, Business Administration, Management and Operations
West Chester University of Pennsylvania 1990 — 1994
B.S. Management, Business Administration and Management, General
Univest July 2004 - Present
Progress Bank February 1998 - July 2004
CoreStates May 1994 - March 1997
Independence Bancop, Inc. May 1986 - May 1994
Skills
Budgets, Accounting, Financial Reporting, Finance, Corporate Tax, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Portfolio Management, Mergers & Acquisitions
Education
Delaware Valley College 1988 — 1991
Bachelor of Science (B.S.), Business Administration
Kutztown University of Pennsylvania 1981 — 1984
BS Candidate, Computer Information Science
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Navitas Lease Corp. 2011 - Present
BayCoast Financial Services LLC (d/b/a The Interface Financial Group) 2011 - Present
Charming Shoppes/Spirit of America National Bank August 2003 - 2010
Ameridebt Inc. January 2003 - July 2003
Engineered Solutions, Inc. February 2001 - September 2002
Advanta Business Services Inc. December 1993 - January 2001
BISYS Inc. July 1988 - December 1993
First Peoples Bank July 1982 - July 1988
CoreStates 1981 - 1982
Education
Temple University - Fox School of Business and Management
MBA, Finance
Temple University
Bachelors, Accounting
TIAA-CREF October 2011 - Present
Wells Fargo March 2011 - October 2011
Wells Fargo January 2010 - March 2011
Wachovia Bank 2006 - January 2010
Wachovia Bank 2000 - 2006
Wachovia Bank 1998 - 2000
CoreStates/First Union Bank NA January 1996 - January 1998
CoreStates January 1992 - January 1996
Skills
Mutual Funds, Investments, Series 7, Series 66, Due Diligence, Contract Negotiation, Uniform Combined State..., Alternative Investments, Retirement, Portfolio Management, Securities, Asset Managment, Equities, Investment Strategies, Fixed Income, Investment Management, Pensions, Bonds, Financial Markets, Separately Managed..., Relationship Management, Capital Markets, Wealth Management..., Asset Management, Strategic Financial...
Education
Queens University of Charlotte 2004 — 2006
BA, Marketing
Temple University 1996 — 2003
Marketing/Finance
SOLERA INC 2008 - Present
Sovereign Bank 2002 - 2008
ADP 1999 - 2002
PNC BANK 1998 - 1999
CORESTATES 1997 - 1998
CHASE MANHATTAN 1989 - 1997
Citicorp 1986 - 1989
Skills
Competitive Analysis, Analysis, Cross-functional Team..., Business Strategy, Mergers, Leadership, Management
Education
University of Michigan
MBA
Stony Brook University
BA
Bank of America Merchant Services June 2009 - Present
First Data Corporation December 2007 - March 2009
First Data Corporation 2000 - 2007
CoreStates 1983 - 1992
Skills
Finance, Relationship Management, Payment Card Processing, Banking, Credit Cards, Electronic Payments, Team Building, Payments, Credit, Vendor Management, Portfolio Management, Loans, Business Analysis, Account Management, Merchant Services, Call Centers, Debit Cards, Financial Services, Risk Management, Strategic Planning, Customer Service, Sales Management, Payment Systems, Financial Analysis
Education
DeSales University
Bachelor of Science, Accounting
Weichert Realtors November 2005 - Present
Corestates 1985 - 1996
New Jersey National Bank 1979 - 1990
Skills
Investment Properties, Sellers, Real Estate, CRM, Condos, Customer Service, Marketing, Leadership, Sales, Banking, Team Building, Residential Homes, Selling, Short Sales, First Time Home Buyers, Property, Referrals, Buyer Representation, Credit, Listings, Relocation, Single Family Homes, New Home Sales, Real Estate Transactions
Education
Lafayette College 1975 — 1979
AB, Econ/Business
Delaware Valley Regional High School 1971 — 1975
Sun Financial Services LLC January 2006 - Present
PNC Investments March 1999 - December 2005
Fleet Enterprises, Inc. July 1997 - March 1999
CoreStates 1996 - 1997
Skills
Retirement Planning, Annuities, Mutual Funds, Financial Planning, Investments, Series 7, Investment Advisory, 401k, Insurance, Asset Management, Securities, Alternative Investments, Fixed Income, Retirement Income..., Fixed Annuities, Strategic Financial..., Financial Services, Financial Analysis, Wealth Management, Retirement, Portfolio Management, Estate Planning, Series 63, Asset Allocation, Equities, Variable Annuities, Finance
Education
Fairleigh Dickinson University 1998 — 1999
Certified Financial Planner Program
Rutgers University-New Brunswick 1985 — 1991
BA, Economics
Morris Hills High School 1981 — 1985
PA Notary April 2013 - Present
AnswerNet January 2012 - April 2013
Merck 2000 - 2011
Merck 2000 - 2001
Telerx 1998 - 2000
National Advisory Group 1997 - 1998
CORESTATES 1996 - 1997
ABP (Associated Benefit Planners) 1994 - 1996
BISYS Retirement Services (Previously The Barclay Group) 1989 - 1994
Skills
Customer Service, Management, Sales, Training, Outlook, Cross-functional Team..., Account Management, Pharmaceutical Industry, Sales Management, Customer Retention, Sales Operations, Customer Satisfaction, Process Improvement, Customer Experience, CRM, Team Leadership, Operations Management, Healthcare, Telecommunications, Call Centers, Sales Process, Vendor Management, New Business Development, Team Building, Leadership, Outsourcing, Solution Selling
Education
The University of Texas at Austin
BA
Bishop McDevitt
Wells Fargo April 2011 - Present
TEK Consulting LLC August 2009 - April 2011
SunGard Consulting Services November 2006 - February 2009
Wachovia Capital Markets January 1998 - July 2006
CoreStates 1985 - 1998
Skills
PMO, SDLC, Risk Management, Business Analysis, Program Management, Vendor Management, Process Improvement, Financial Services, Banking, Project Portfolio..., Visio, Project Management, Management, Leadership, Testing, MS Project
Education
American Management Association (AMA) 2003 — 2003
Project Management for IT Professionals
Saint Joseph's University
BA, Business Administration
Penn Mutual August 2015 - Present
Independence Blue Cross December 2014 - February 2015
Pelletier Family January 2006 - November 2014
Siemens Medical Solutions June 1997 - December 2005
CoreStates June 1996 - January 1997
Skills
Organization &..., Process Improvement, SDLC, Healthcare Information..., Business Analysis, Always Willing to Learn, Quality Assurance, Integration, Customer Satisfaction, Communication, Visio, ClearCase, ARIS, Requirements Analysis, Agile Methodologies, SharePoint, RxClaim
Education
Saint Joseph's University 1993 — 1997
Bachelor of Science, Information Systems, Summa Cum Laude
Villa Joseph Marie High School 1989 — 1993
The Private Bank at Wells Fargo June 2013 - Present
University of Pennsylvania 2014 - 2014
HelpHOPELive 2013 - 2014
Smith Memorial Playground and Playhouse 2013 - 2014
Vanguard 1996 - 2012
Corestates 1988 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Teaching, Budgets, Six Sigma, Process Improvement, Philanthropy, Mutual Funds, Program Management, Management, Fundraising, CRM, Strategy, Business Development, Financial Services, Leadership, Recruiting, Business Strategy, Investments, Relationship Management, Asset Management, Operations Management, Series 63, Mergers & Acquisitions, Nonprofits
Education
The American College 2013 — 2014
Chartered Advisor in Philanthropy® (CAP®), Specialized Training in Philanthropy
St. Joseph's University MBA 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Millersville University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Subaru of America January 2012 - May 2015
Subaru of America July 1998 - January 2012
CoreStates July 1989 - July 1998
Skills
Automotive, Customer Satisfaction, Process Improvement, Operations Management, CRM, Continuous Improvement, Sales Operations, Cross-functional Team..., Vendor Management, Customer Service, Business Process..., Sales, Leadership, Strategic Planning, ERP, Program Management, Project Management, Team Leadership
Education
Saint Joseph's University 1986 — 1988
Bachelor of Science, Finance
Camden County College 1984 — 1986
Associates, Business
Berwind Corporation 2005 - Present
Bank of America 2000 - 2005
CoreStates 1996 - 1999
Skills
Microsoft Excel, Research
Education
Drexel University
Accounting - courses
Silesian University, Katowice, Poland
Bachelor's Degree, Mathematics
A .S. Taub, LLC June 2012 - Present
Wells Fargo Home Mortgage February 2010 - June 2012
Wells Fargo July 2004 - September 2009
Freddie Mac 2003 - 2004
Agere Systems 2001 - 2003
Computer Aid 1997 - 2002
lucent technologies 1996 - 2001
Federal reserve Bank of NY 1994 - 1996
Contracting on Wall Street 1988 - 1994
Corestates 1986 - 1988
Skills
Database Admin, Finance, Banking, Mortgage Lending, Data Warehousing, DB2, ETL, SDLC, Visio, Data Modeling, Teradata, Oracle, Unix, Unix Shell Scripting, Business Analysis, Databases, Business Intelligence, SQL, Requirements Analysis, Datastage, SAS
Education
Pennsylvania state University - Main campus 1965 — 1968
bs, Physics, computer Science
Harriton 1962 — 1965
Drexel University
BS, Business Administration, Management and Operations
Technion - Israel Institute of Technology
MS, Business, Computer Science
Wells Fargo Home and Consumer Finance Group January 2013 - Present
GM Financial/AmeriCredit August 2011 - August 2012
Bucks County Bank 2009 - 2011
Wachovia Bank 1998 - 2009
CoreStates January 1997 - January 1998
CoreStates Bank January 1995 - January 1997
CoreStates Bank January 1994 - January 1995
Bucks County Bank January 1989 - January 1994
Bucks County Bank January 1987 - January 1989
Skills
Commercial Lending, Portfolio Management, Insurance, Finance, Leadership, Refinance, Financial Analysis, Negotiation, Loan Origination, Commercial Banking, Credit Analysis, Lines Of Credit, Mortgage Lending, Small Business Lending, Financial Services
Education
Montgomery County Community College 1981 — 1983
A.S., Business Adminstration
Montgomery County Community CollegeAmerican Institute of Banking
A.S. Business AdministrationCertificate, Commercial and Consumer Lending
Murphy McCormack Capital Advisors January 2005 - Present
Union County Industrial Development Authority January 2003 - Present
Susquehanna Investment Network June 2008 - December 2011
Willow Grove Bank August 2005 - December 2008
Sun Bancorp, Inc 1998 - 2004
Corestates, First Union, now Wachovia Bank, a Wells Fargo company 1983 - 1998
Corestates Bank 1983 - 1998
CoreStates 1982 - 1998
Reading Phils 1979 - 1982
Skills
Mergers, Valuation, Corporate Finance, Banking, Financial Services, Financial Analysis, Finance, Management, Strategic Planning, Investments, Mergers, Mergers & Acquisitions, Commercial Banking, Executive Management, Debt Restructuring, Change Management, Turn Around Management, Business Valuation, Business Development, Commercial Real Estate, Due Diligence, Leadership, Financial Modeling, Commercial Lending, Team Building, Middle Market, Private Equity, Credit, Venture Capital, Loans
Education
Alvernia College 2006 — 2009
MBA
Alvernia University 1978 — 1982
BA Accounting, Accounting
Boenning & Scattergood, Inc. April 2011 - Present
Curtis Financial Group February 2001 - April 2011
Berwind Corporation 1991 - 2001
CoreStates March 1987 - June 1990
Skills
Mergers & Acquisitions, Finance, Banking, Mergers, Investment Banking, Middle Market, Insurance, Capital Markets, Corporate Finance, Valuation, Investments, Divestitures, Financial Markets, Acquisition Analysis, Underwriting
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science, Finance, Economics
Archmere Academy 1978 — 1982
Legg Mason March 2008 - April 2011
Glenmede 2003 - 2007
Brown Brothers Harriman 1997 - 2004
CoreStates 1989 - 1994
Education
Widener University School of Law 1980 — 1983
JD
University of Pennsylvania 1976 — 1980
BA, Liberal Arts/Sociology
Dow Chemical January 2011 - Present
Pfizer August 2007 - April 2010
Wyeth April 2001 - September 2007
Wyeth Pharmaceuticals July 1995 - April 2001
CoreStates October 1992 - July 1995
Skills
Access, Active Directory, Change Control, Enterprise Architecture, IT Management, Novell, PMP, Servers, Software Documentation, Technical Support, Troubleshooting, Software Development, Security, Program Management, Operating Systems, Networking, ITIL, Help Desk Support, Cisco Technologies, Disaster Recovery, Unix, VMware, Vendor Management, Visio, Windows Server
Education
New Horizons 2010 — 2010
Certification, MCTS/MCITP
Computer Learning Center 1991 — 1992
Diploma, Computer Programming
Temple University 1986 — 1991
BS, Electrical Engineering Technology
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
Homeward Capital Markets and Lending December 2009 - Present
OurCIO January 1999 - Present
TD Bank July 2008 - October 2009
Consortia Group, LLC March 2007 - September 2008
GMAC-Rescap April 2004 - August 2007
GMACM - Home Connects 2004 - 2007
GMAC ResCap - Home Connects 2004 - 2007
ABFS 1999 - 2005
RCG Information Technology 1999 - 1999
CoreStates 1994 - 1999
Skills
Project Management, Program Management, PMO, Business Analysis, Management, Software Development, Software Documentation, Leadership, Vendor Management, Integration, IT Strategy, Information Technology, IT Management, Data Center, SDLC, MS Project, Project Portfolio..., Process Improvement, Requirements Analysis, Business Intelligence, Executive Reporting, Visio, Business Process..., Decision Support, Data Warehousing, Risk Management, Agile Methodologies, Change Management, CRM, Cloud Computing IaaS, Cloud Security, Cloud Computing
Education
Pennsylvania State University-Great Valley Graduate Center 1991 — 1999
Masters Engineering Science
Penn State University 1982 — 1984
BS
PJM Interconnection LLC March 1999 - Present
Bunyon Property Management 2006 - 2013
Corestates 1997 - 1999
Conrail January 1994 - September 1997
Skills
Business Continuity, Program Management, Disaster Recovery, Vendor Management, Business Analysis, Risk Management, Process Improvement, Security, NERC, Risk Assessment, Change Management, Project Management, Strategic Planning, Business Process..., Project Planning, IT Strategy, Integration, IT Audit
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA, Management / Leadership
Pennsylvania State University 1988 — 1993
BS, Information Systems
Giant Eagle September 2014 - Present
Giant Eagle September 2010 - September 2014
BNY Mellon May 2010 - August 2010
Spherion Staffing July 2008 - December 2009
Haemonetics June 2007 - June 2008
kforce 2000 - 2003
MetLife 1997 - 1999
Corestates 1989 - 1997
Skills
Training, Sales, Human Resources, Talent Acquisition, Recruiting, Interviews, Hiring, Applicant Tracking..., Customer Service, Onboarding, Employee Relations, Benefits Negotiation, New Hire Orientations, Sourcing
Education
Baruch College, City University of New York (CUNY)
United Way of Lancaster County, PA July 2014 - Present
United Way of Lancaster County Pa July 2010 - July 2014
United Way of Lancaster County November 2009 - July 2010
Sterling Financial Corporation (now PNC) 2006 - 2008
Sterling Financial Corporation 2003 - 2006
Fox Chapel Publishing 2000 - 2003
CoreStates 1997 - 1999
Meridian Bank 1986 - 1997
Skills
Fundraising, Event Management, Marketing, Event Planning, Public Speaking, Budgets, Project Management, Nonprofits, Direct Marketing, Volunteer Management, Leadership
Education
Millersville University of Pennsylvania 1978 — 1979
BA, English
DePauw University 1977 — 1978
English
Logan Circle Partners Director, Wealth Management GroupBrandywine GlobalJanuary 2005 - October 2011
Rorer Asset Management September 1995 - December 2004
CoreStates 1992 - 1995
Skills
Due Diligence, Financial Modeling, Client Services, Risk Management, Securities, Credit Analysis, Private Equity, Corporate Finance, Credit, Bloomberg, Retirement, Bonds
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Economics
LaSalle High School
DB Strategic Partners, LLC January 2015 - Present
ExpeditionLife.org January 2015 - June 2015
BNY Mellon February 2011 - June 2014
Bank of New York Mellon January 2008 - February 2011
Bank of New York Mellon October 1999 - January 2008
The Northern Trust Company July 1996 - October 1999
Corestates March 1996 - June 1997
CoreStates Financial Corporation June 1991 - June 1996
The College of New Jersey May 1989 - May 1991
Skills
Cash Management, Risk Management, Financial Analysis, Credit, Customer Relations, Business Relationship..., New Business Development, Product Development, Innovation Management, Change Management, Team Leadership, Business Planning, Portfolio Management, Business Development, Strategic Planning, Customer Service, Cross-functional Team..., Strategy, Management, Commercial Banking, Negotiation, Market Research, Investments, Financial Services, Training, Sales, Process Improvement, Mutual Funds, Mergers & Acquisitions, Asset Managment, Business Analysis, Securities, Vendor Management, Financial Modeling, Marketing, Corporate Finance, Treasury Management, Relationship Management, Banking, Business Process..., Business Strategy, Capital Markets, Selling, Executive Management, Entrepreneurship, Finance, Outsourcing, Fixed Income
Education
The College of New Jersey 1987 — 1991
BS, Finance
TD Bank November 2004 - Present
Commerce Bank November 2004 - December 2008
David's Bridal 2004 - 2004
Deloitte & Touche 2003 - 2003
BetzDearborn 1996 - 2003
Pep Boys 1996 - 1996
GMAC Mortgage 1993 - 1995
Corestates 1989 - 1993
Education
Shippensburg University of Pennsylvania 1984 — 1988
BSBA, Information Systems
The Risk Management Association March 2010 - Present
Access Group 2003 - 2010
MediaStream 1997 - 2001
corestates 1973 - 1996
Education
Neumann University
Masters, Strategic Leadership
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
Citi July 2012 - Present
JPMorgan Chase January 2011 - July 2012
JPMorgan Chase April 2007 - December 2010
JPMorgan Chase June 1999 - April 2007
Fleet Financial Services September 1997 - May 1999
The Bank of New York (Delaware) 1995 - 1997
CoreStates 1991 - 1994
Skills
Product Management, Credit Cards, Business Development, Pricing, Marketing Management, Finance, Financial Analysis, Direct Marketing, Operations Management, Customer Experience, Customer Segmentation..., Customer Relationship..., Employee Development, Business Transformation, Business Intelligence...
Education
University of Delaware 1989 — 1991
Master of Business Administration (MBA), Finance, General
Millersville University of Pennsylvania 1983 — 1987
BS, Business Admin - Marketing
The Hibbert Group June 2008 - January 2013
Wilmington Finance April 2007 - November 2007
GMAC Mortgage September 1996 - April 2007
GE Capital Mortgage September 1995 - August 1996
CoreStates January 1991 - September 1995
CoreStates New Jersey National Bank January 1990 - December 1991
CoreStates New Jersey National Bank August 1988 - December 1989
First Pennsylvania Bank 1968 - 1988
Education
La Salle University 1964 — 1968
BS, Marketing
Wachovia January 2008 - Present
Wells Fargo June 1998 - Present
Wells Fargo March 1998 - Present
Wachovia, A Wells Fargo Company 1976 - Present
CoreStates Financial, First Union 1976 - Present
Wachovia Bank June 1986 - September 2009
CoreStates Financial Corporation June 1976 - September 2009
CoreStates 1986 - 1998
Skills
Networking, Analysis, Business Analysis, Business Requirements, Integration, Management
Education
Rider University 1970 — 1974
BA, Sociology
Utilities Employees Credit Union July 2014 - Present
QNB Bank August 1989 - July 2014
Coopers & Lybrand 1987 - 1989
Corestates 1985 - 1987
Skills
Banking, Interest Rate Risk..., ALM, SEC filings, Financial Analysis, Cash Management, Financial Reporting, Financial Institutions, Risk Management, Financial Modeling, Internal Controls, Accounting, Commercial Banking, Credit, Investments, Loans, Portfolio Management, Commercial Lending, Budgets, Credit Risk, Fixed Income, Treasury Management, Credit Analysis, SEC Filings
Education
Syracuse University 1980 — 1984
ba, Accounting
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Accounting and Law and Public Policy (dual)
Cecond Opinion January 2012 - Present
Republic Bank January 2009 - Present
Commerce Bank March 2001 - June 2008
TD Bank (Commerce) 2001 - 2008
Alliance Consulting 2000 - 2001
Rogers Communications 1999 - 2001
CoreStates 1990 - 1995
Corestates Financial Corp 1986 - 1995
Mellon Bank 1972 - 1984
Skills
Banking, SDLC, Enterprise Architecture, IT Strategy, Financial Services, Visio, Loans, Business Analysis, Commercial Banking, Retail Banking, Vendor Management, Requirements Analysis, Information Technology, Business Continuity, Risk Management, Team Building, Credit Analysis, Financial Risk, IT Management, Change Management, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Process Improvement, Data Warehousing, Program Management, Credit Cards, Project Portfolio..., Credit Risk, Credit, Executive Management, Debit Cards, Internet Banking, Business Process..., Payments, PMO
Education
University of Pennsylvania 1969 — 1972
MS, Computer Science
NYU 1967 — 1969
BA, Math
GCF Bank Mortgage Loan OfficerWachovia, A Wells Fargo Company2003 - 2006
Verizon 2001 - 2003
Verizon 2001 - 2003
GENSAR 1992 - 1997
Corestates 1988 - 1993
MAC 1987 - 1993
Buypass 1989 - 1992
GTE Telenet 1983 - 1988
HAL Data 1983 - 1987
Skills
Banking, Loans, Credit, Sales Management, New Business Development, Team Building, Sales, Small Business Lending, Management, Business Development, Strategic Planning, Portfolio Management, Customer Service, Financial Analysis, Credit Analysis, Investments, Process Improvement, Small Business, Loan Origination, Commercial Lending, Mortgage Lending, Finance, Consumer Lending, Real Estate, Risk Management, Mortgage Banking
Education
La Salle University - School of Business Administration 1971 — 1975
Ally Financial Inc. August 2010 - Present
CCCS February 2010 - August 2010
CitiFinancial October 2008 - November 2009
Wells Fargo Auto Finance January 2003 - June 2008
Household Auto Finance September 1997 - January 2003
EDS 1997 - 1997
CoreStates 1989 - 1995
Education
Penn State University
BA, Spanish
Saint Joseph's University
MBA, Marketing
Corestates 1983 - 1999
Education
La Salle University 1975 — 1979
United First Financial April 1999 - Present
Sanchez Computer Associates January 1996 - April 1999
CoreStates August 1978 - April 1994
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, Financial Modeling, Customer Service, Mergers & Acquisitions, Public Speaking, Research, PowerPoint, Due Diligence
Education
Penn State University 1967 — 1971
BS, Education
Germantown High School 1965 — 1967
HS Diploma, Academic
Acsys, Inc. Credit AnalystWachovia1992 - 1998
Meridian Leasing 1992 - 1998
Corestates 1992 - 1998
Auditor General 1990 - 1994
Education
Indiana University of Pennsylvania 1985 — 1989
BS, Finance
Indiana University of Pennsylvania 1985 — 1989
BS, Elementary Education, Accounting
Independent Business Consulting Services 1998 - Present
CoreStates 1982 - 1998
Skills
Internal Audit, Banking, Management Consulting, Auditing, Coaching, Public Speaking, SOX, Risk Management, Internal Controls, Business Process..., Team Building, Risk, Governance, Corporate Governance, Risk Assessment, Change Management, Enterprise Risk..., Mentoring, Accounting, Financial Risk, Program Management, Budgets, Mergers & Acquisitions, Financial Modeling, Sarbanes-Oxley Act, Managerial Finance, Process Improvement, Due Diligence, Outsourcing, Financial Analysis, Business Planning, Finance, Financial Reporting, Consulting, Organizational..., Financial Accounting, Strategy, Executive Management, Analysis, Training
Education
Bloomsburg University of Pennsylvania 1980 — 1982
B.S., Accounting
Drexel University - LeBow College of Business 1977 — 1980
Accounting
Olympus October 2012 - May 2014
JH Cohn July 2012 - October 2012
Protiviti October 2011 - January 2012
Daiichi Sankyo, Inc. September 2007 - September 2010
Accume Partners August 2004 - August 2007
Jefferson Health System June 1998 - July 2004
Corestates 1997 - 1998
First Fidelity Bank 1994 - 1997
Skills
IT Audit, SOX, HIPAA, SAP GRC 5.3, Banking, Pharmaceuticals, Internal Audit, Risk Assessment, SAP, Healthcare, CISA, Internal Controls, Disaster Recovery, Risk Mitigation, IT Risk, Outsourcing, Information Technology, Sarbanes-Oxley, ERP, Auditing, Sarbanes-Oxley Act, Pharmaceutical Industry, Corporate Governance, Finance, Governance, Business Continuity, Training, Information Security..., Business Continuity..., Enterprise Risk..., Management, Risk Management, Business Process..., COBIT, Computer Security
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1972 — 1974
MBA, Accounting/Finance
Dartmouth College 1969 — 1973
BA, Psychology
JPMorgan Chase June 2005 - Present
JP Morgan Chase 2005 - 2009
Computer Sciences Corporation September 1999 - May 2005
CSC at JPMorgan 1999 - 2005
CSC Computer Sciences Corporation 1999 - 2005
Corestates Financial Corp 1978 - 1999
CoreStates Bank 1978 - 1999
CoreStates 1995 - 1998
Skills
Vendor Management, Business Analysis, PMO, Risk Management, Financial Analysis, Operational Risk..., Banking, Financial Services, IT Management, Outsourcing, Information Technology, Business Intelligence, Project Portfolio..., Relationship Management, Management, Program Management, Operations Management, Leadership, Offshoring, Change Management
Education
Drexel University - LeBow College of Business
BS, Accounting
Wells Fargo Bank June 1987 - Present
CoreStates 1987 - 1998
Education
Cornell University 1982 — 1986
BA
Sovereign Bank AdjunctReading Area Community CollegeSeptember 1983 - Present
Leesport Bank May 1996 - May 2006
CoreStates June 1979 - June 1996
Education
NTL 1986 — 1988
Teambuilding
Kutztown University of Pennsylvania 1973 — 1975
MA, English
Albright College 1969 — 1973
BA, English
Pi Dental Center September 2013 - Present
PI Dental Center January 2012 - September 2013
CoreStates Financial 1987 - 1998
corestates 1987 - 1998
Education
La Salle University 1983 — 1987
Bachelor of Science (B.S.), Accounting
TD Bank January 2000 - Present
NACHA 1995 - 2013
Automated Financial Systems, Inc. (AFS) June 1996 - December 1999
CoreStates 1981 - 1996
Skills
Banking, Cash Management, Risk Management, Treasury Management, Operations Management, Product Management, Retail Banking, Electronic Payments, Portfolio Management, Payments, Process Improvement, Business Strategy, Corporate Finance, Strategy, Vendor Management, Credit Cards, Commercial Banking, Relationship Management, Internet Banking, Financial Services, Loans, Consumer Lending, Financial Risk, Payment Systems, FX Options, Credit Risk, Credit Analysis, Financial Modeling, Finance, Capital Markets, Operational Risk..., Executive Management, Mergers & Acquisitions, Cross Selling, Financial Institutions, Deposits, Business Analysis, Basel II, Cards, Mobile Payments, Operational Risk
Education
Villanova University 1982 — 1986
MBA
Lebanon Valley College 1977 — 1981
BS, Operations Research
Conair Corporation October 2000 - Present
Entrade June 1999 - June 2000
Logan Township School District August 1996 - June 1999
Vangard June 1995 - August 1996
Corestates 1992 - 1995
CoreStates January 1991 - January 1992
Metroteller Systems, Inc June 1988 - January 1991
Metroteller August 1984 - June 1988
Skills
Cross-functional Team..., Strategic Planning, Program Management, Business Analysis, IT Management, Customer Service, Leadership, Project Management, Process Improvement, Team Leadership, Budgets, Vendor Management, SAP, Disaster Recovery, Business Process..., Management, Change Management, IT Strategy
Education
State University of New York at Buffalo - School of Management
BS, Business Administration
Classic Home Accents Sr Systems ConsultantSterling Consulting Corp1995 - Present
CoreStates Financial Corp 1980 - 1995
CoreStates 1980 - 1995
CoreStates Bank 1980 - 1995
NCR Corporation 1978 - 1980
Fidelity Mutual Life 1965 - 1974
Education
Drexel University
Santander Bank September 2007 - Present
Reading Area Community College 1983 - Present
Leesport Bank June 1996 - May 2006
CoreStates 1983 - 1996
Skills
Supervisory Skills, Coaching, Customer Service, Customer Relations, Mentoring, Hiring, Scheduling, Customer Satisfaction, Team Building, Problem Solving, Leadership Development, Microsoft Office, Research, Teamwork, Performance Management, Public Speaking, Change Management, Teaching, Personal Development, PowerPoint, Employee Relations, Strategic Planning, MBTI, Training, Recruiting, Team Leadership, Project Management, Risk Management, Leadership, Staff Development, Employee Training, CRM, Sales, Workshop Facilitation, Personnel Management, Organizational..., Policy, Career Development, Interviews, Succession Planning, Resume Writing, Career Counseling, E-Learning, Conflict Resolution, Adult Education, Executive Coaching, Learning Management, Training Delivery, Instructor-led Training, Consulting
Education
Kutztown University of Pennsylvania
MA, English
Albright College
BA, English
NTL- Bethel, Maine
Certification in Team Building & Coaching
Automated Financial Systems August 1997 - March 2009
Delaware County Community College January 1982 - May 2003
CoreStates April 1974 - August 1997
Skills
MS Project, Banking, Retail Banking, Process Improvement, SDLC
Education
Drexel University - LeBow College of Business 1967 — 1971
BS, Business
Automated Financial Systems September 1997 - Present
Corestates Financial Corporation March 1983 - September 1997
CoreStates 1983 - 1997
Skills
Software Project..., Business Analysis, JCL, Requirements Analysis, COBOL, Access, SDLC, Systems Analysis, DB2, Software Documentation, Requirements Gathering, Mainframe, Business Requirements, CICS, Testing, Disaster Recovery, VSAM, Databases, Software Development, Data Modeling, SQL, Business Process, User Acceptance Testing, Quality Assurance, Program Management, Business Process..., Analysis, System Integration..., Xpediter, Banking
Education
La Salle University 1971 — 1975
B.A., Math-Computer Science
De Lage Landen June 1997 - Present
De Lage Landen Financial Services 1997 - Present
De Lage Landen 2000 - 2005
Electronic Payment Services 1995 - 1998
Buypass 1993 - 1995
EPS 1988 - 1992
Corestates 1983 - 1988
Corestates Bank 1972 - 1982
Education
Bishop Neumann High School 1966 — 1969
University of Miami
Wells Fargo December 2014 - Present
WellS Fargo April 2007 - December 2014
Wacovia Bank April 2001 - April 2007
First Union October 1998 - April 2001
Corestates November 1996 - November 1998
Meridian Bank April 1986 - October 1996
First National Bank of Allentown October 1982 - April 1986
First National Bank of Allentown July 1979 - October 1982
Skills
SharePoint, Outlook, Vendor Management, MS Project, Cloud Computing, Active Directory, Management, Microsoft Office, Project Management, Banking, Budgets, Insurance, Integration, Leadership, Process Improvement, Project Planning, Software Documentation, System Administration, Windows, Microsoft Excel, Customer Service
Education
Reading Area Community College 1992 — 1996
Associate Degree Applied Science, Data Processing
Brookings MGT October 2007 - Present
Wachovia 1998 - 2006
Corestates 1987 - 1998
Skills
Wealth Management, Securities, Mutual Funds, Risk, Compliance, Back Office, Strategic Planning, Process Engineering, Team Building, Customer Relations, New Business Development, Outsourcing, Customer Service, Contract Negotiation, Problem Solving, Administration, Supervisory Skills, Banking, Mergers, Risk Management, Asset Management, Executive Management, Financial Services, Investments, Mergers
Education
University of Pennsylvania 1994 — 1998
MS, Business Orgaization Dynamics
CUNY Staten Island
Finance/Marketing
Wells Fargo June 1978 - Present
Wachovia 2003 - 2010
CoreStates 1978 - 1988
Skills
Banking, Treasury Management, Cash Management, Portfolio Management, Commercial Lending, Risk Management, Series 7, Financial Risk, Loans, Series 63, Credit Analysis, Asset Based Lending, Process Improvement, Financial Analysis, Credit
Education
University of Notre Dame 1973 — 1977
Bachelor of Science, Finance, General
Wells Fargo Bank / Wachovia Bank January 2006 - Present
Precision Technology, Inc. March 2001 - January 2006
First Union National Bank January 1998 - December 2000
Corestates February 1997 - December 1997
Meridian Bank September 1993 - January 1997
Meridian Bank and the former American Bank January 1986 - September 1993
American Bank January 1984 - December 1985
American Bank July 1983 - December 1983
Skills
Credit, Credit Analysis, Banking, Loans, Leadership, Management, Retail Banking, Portfolio Management, Strategy, Financial Services
Education
Shippensburg University of Pennsylvania 1979 — 1983
BSBA, Accounting
Santander Bank, N.A. May 2007 - Present
PNC October 2006 - May 2007
Sun National Bank 2003 - 2006
Commerce Bank 2001 - 2003
Summit Bank 1998 - 2001
CoreStates 1993 - 1998
First National Bank of Toms River 1989 - 1992
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Small Business Lending, Credit, Credit Analysis, Portfolio Management, Credit Risk, Loan Origination, Lines Of Credit, Risk Management, Relationship Management, Cross Selling, Cash Management, Underwriting
Education
Georgian Court College 1985 — 1989
Bachelor of Arts (B.A.)