Financial Services Consulting
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Financial Services Consulting Employees
E*TRADE Financial Corporation April 2015 - Present
Financial Services Consulting August 1994 - April 2015
Credit Suisse LLC April 2014 - August 2014
GE Capital Treasury December 2013 - March 2014
NYS Teachers' Retirement System September 2013 - December 2013
Royal Bank of Scotland February 2011 - July 2011
Swiss Re Financial, Inc. October 2007 - July 2009
Daiwa Securities 2004 - 2006
Deutsch Bank April 1999 - August 2000
Skills
Accounting, Account Reconciliation, Equities, Securities, Financial Accounting, Investments, Options, Spreadsheets, Pivot Tables, GAAP, Financial Analysis
Education
St. Francis College 1985 — 2001
Bachelor of Science (B.S.), Accounting
St. Francis College 1986 — 1991
BS, Accounting
Financial Services Consulting February 2013 - Present
Cleveland Clinic July 2009 - February 2013
University Hospitals of Cleveland 1992 - 2009
Skills
Healthcare, Hospitals, Healthcare Management, Healthcare Information..., Strategic Planning, Nonprofits, Process Improvement, Fundraising, Budgets, Change Management, Revenue Cycle, Clinical Research, Data Analysis, Financial Analysis, Public Speaking, Nursing, EMR, Managed Care
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
C & B Construction, Inc. January 2015 - Present
Starkey & Company, P.A. 2010 - December 2014
Jefferson, Urian, Doane & Sterner, PA 2009 - 2010
Harbeson Deli 2003 - 2006
Financial Services Consulting 2001 - 2003
UPS Capital 2000 - 2001
Security First Network Bank 1999 - 2000
Synovus Financial Corporation 1996 - 1999
NatWest Bank 1995 - 1996
Advanta Corporation 1995 - 1995
Skills
QuickBooks, Tax, Accounting, Financial Reporting, Tax Preparation, Small Business, Income Tax, Corporate Tax, General Ledger, Tax Research, Sales Tax, Financial Statements, Tax Returns, CPA, GAAP
Education
East Carolina University
Bachelor of Arts, Music Education and Music Therapy
Wilmington College
MBA, Business Administration
MUFG - Union Bank, N.A. July 2012 - Present
Financial Services Consulting January 2012 - January 2014
EduNurse, Inc. 2009 - 2013
IDB Bank March 2010 - January 2012
Citibank, International Personal Banking Group January 2008 - March 2010
Banco de Chile, NY November 2005 - December 2007
Market Resolve, LLC January 2002 - October 2005
JP Morgan - Chase August 2000 - December 2001
J.P. Morgan, Mexico City, Mexico July 1998 - July 2000
JP Morgan Securities, Inc January 1992 - June 1998
Skills
Banking, Budgets, Business Planning, Business Process..., Capital Markets, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Risk, Financial Services, Investment Banking, Leadership, Management, Operations Management, Project Management, Risk Management, Securities, Strategy
Education
Pace University - Lubin School of Business 1977 — 1980
Business Management
Pace University: BBA
BBA, Marketing Management
Wesierski & Zurek October 2013 - Present
Don Roberto Jewelers September 2011 - October 2013
Prescott Law December 2010 - October 2013
Oswald & Yap October 2008 - February 2010
Meridith Capital Group August 2005 - May 2008
Wesierski & Zurek LLP February 2005 - August 2005
Financial Services Consulting July 1999 - February 2005
Vogt & Resnick January 1994 - June 1999
Jones, Day September 1991 - October 1993
Skills
Litigation, Legal Writing, Legal Research, Corporate Law, Employment Law, Personal Injury, Commercial Litigation, Intellectual Property, Legal Compliance, Human Resources, Appeals, Westlaw
Education
Chapman University, School of Law
J.D., Law
University of California, Irvine
B.A., Political Science & Anthropology
MomsRising July 2009 - Present
Financial Services Consulting October 2008 - June 2010
Greater Bay Bank N.A. January 1998 - April 2008
Solutions for Management March 1992 - August 1997
Financial Center Bank April 1983 - April 1992
Education
Golden Gate University 2009 — 2012
Master of Public Administration (MPA)
University of California, Berkeley 1974 — 1978
First Reliance Bank January 2010 - Present
iFinancial Insurance Group January 2010 - Present
iFinancial Center December 2009 - Present
Financial Services Consulting February 2008 - Present
Interstate National Dealer Services June 2008 - February 2009
Prime Rate Premium Finance Corp January 1984 - January 2008
Skills
Strategic Planning, Business Planning, Operations Management, Budgeting, Financial Analysis, New Business Development, Mergers, Business Strategy, Financial Reporting, Budgets, Change Management, Mergers & Acquisitions, Sales Management, Leadership, Business Development, Risk Management, Sales, Process Improvement, Start-ups, Coaching, Team Building, Customer Service, Finance, Negotiation, Marketing Strategy, Team Leadership, Insurance, Executive Management, Pricing, Project Planning, Small Business, Training, Banking, Credit, Strategy, Contract Negotiation, Leadership Development, Entrepreneurship
Education
Clemson University 1971 — 1975
BS, Accounting
Clemson University 1971 — 1975
BS in Accounting, Accounting
Financial Services Consulting January 2009 - Present
USBX Inc October 2007 - December 2007
Navigant Consulting October 2006 - May 2007
Wedbush Morgan Securities July 2005 - June 2006
Skills
Private Equity, Venture Capital, Business Strategy, Start-ups, Mergers, Due Diligence, Financial Modeling, Entrepreneurship, Investments, Valuation, Strategic Planning, Corporate Finance, Financial Analysis, New Business Development, Business Development
Education
University of California, Berkeley
Bachelor of Arts, Molecular Biology/Biochemistry & Economics
National Institute for the Psychotherapies January 2009 - Present
Workmen's Circle/Arbeter Ring 2006 - 2008
Six Stops on the #6 September 2000 - June 2005
The Workmen's June 2000 - January 2005
New York-Presbyterian Hospital / Weill Medical College of Cornell University January 1991 - January 1993
Financial Services Consulting January 1986 - January 1990
Privatbanken January 1981 - January 1986
John Lucht Consultancy January 1980 - January 1981
Skills
Organizational..., major gifts, Fundraising, Change Management
Education
University of Iowa 1973 — 1975
Master of Fine Arts, Iowa Writers' Workshop
Goddard College 1970 — 1973
Bachelor of Arts, English / Writing
American Institute of Banking
NYU Graduate School of Business Administration
Financial Services Consulting September 2011 - Present
California State Railroad Museum Foundation October 2002 - March 2010
St. Hope Corporation 2001 - 2002
Congregation Emanu-El 1998 - 2000
Skills
Fund Accounting, Grant Administration, Strategic Planning, Internal Controls, Chart of Accounts, Financial Reporting, Statement Review, Auditing, Compliance, Investments, Fixed Asset Management, Capital Improvements, Return On Investment..., Contract Review, Contract Negotiation, Budgeting/Expense..., Banking, Payroll, General Ledger, Accounts Payable, Accounts Receivable, Risk Management, Insurance, Inventory, Cost Control
Education
Golden Gate University
MBA, Accounting
San Francisco State University
BA, Health Education