First Fidelity Bancorp
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First Fidelity Bancorp Employees
Employee
Years
Job
Industry
Robert Middleton Robert Middleton's First Fidelity Bancorp Experience April 1992 - November 1993
Job Chief Internal Auditor at TMNA Services
Industry Insurance
Experience
TMNA Services May 2012 - Present
ING DIRECT December 2002 - May 2012
PwC September 1998 - December 2002
CoreStates Bank, Philadelphia November 1993 - September 1998
First Fidelity Bancorp April 1992 - November 1993
KPMG October 1987 - September 1991
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Financial Risk, Internal Audit, Auditing, Operational Risk, Operational Risk..., Risk Management, Banking, IT Audit, AML, Fraud, Financial Analysis, Basel II
Education
Villanova University 1995 — 1999
MBA, Finance
Trinity College, Dublin 1983 — 1987
BBS, Finance
St. Andrews College 1969 — 1983
TMNA Services May 2012 - Present
ING DIRECT December 2002 - May 2012
PwC September 1998 - December 2002
CoreStates Bank, Philadelphia November 1993 - September 1998
First Fidelity Bancorp April 1992 - November 1993
KPMG October 1987 - September 1991
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Financial Risk, Internal Audit, Auditing, Operational Risk, Operational Risk..., Risk Management, Banking, IT Audit, AML, Fraud, Financial Analysis, Basel II
Education
Villanova University 1995 — 1999
MBA, Finance
Trinity College, Dublin 1983 — 1987
BBS, Finance
St. Andrews College 1969 — 1983
Bill Padula, Jr. Bill Padula, Jr.'s First Fidelity Bancorp Experience 1990 - 1993
Job Managing Director at Franklin Madison LLC
Industry Banking
Experience
Franklin Madison LLC July 2011 - Present
Rabobank 1997 - December 2010
Standard Chartered Bank 1993 - 1997
First Fidelity Bancorp 1990 - 1993
The Chase Manhattan Bank 1969 - 1990
Skills
Comprehensive Knowledge..., Extensive International..., Board Experience, Regulatory Requirements, Technology Development, Acquisition Analysis,..., Integration, Valuation, Banking, Commercial Banking, Business Strategy, Strategy, Risk Management, Management, Leadership, Business Development, Loans, Process Improvement, Change Management, Portfolio Management, Financial Services, Business Analysis, Business Planning, Management Consulting, Derivatives, Retail Banking, Financial Risk, Cash Management, Mergers & Acquisitions, Fixed Income, Private Equity, Due Diligence, Credit, Trade Finance, FX Options, Capital Markets, Payments, Credit Risk, Structured Finance, Operational Risk, Financial Markets, Treasury Management, AML, SWIFT payments
Education
Fordham University 1968 — 1971
Economics
Franklin Madison LLC July 2011 - Present
Rabobank 1997 - December 2010
Standard Chartered Bank 1993 - 1997
First Fidelity Bancorp 1990 - 1993
The Chase Manhattan Bank 1969 - 1990
Skills
Comprehensive Knowledge..., Extensive International..., Board Experience, Regulatory Requirements, Technology Development, Acquisition Analysis,..., Integration, Valuation, Banking, Commercial Banking, Business Strategy, Strategy, Risk Management, Management, Leadership, Business Development, Loans, Process Improvement, Change Management, Portfolio Management, Financial Services, Business Analysis, Business Planning, Management Consulting, Derivatives, Retail Banking, Financial Risk, Cash Management, Mergers & Acquisitions, Fixed Income, Private Equity, Due Diligence, Credit, Trade Finance, FX Options, Capital Markets, Payments, Credit Risk, Structured Finance, Operational Risk, Financial Markets, Treasury Management, AML, SWIFT payments
Education
Fordham University 1968 — 1971
Economics
Richard Treichler Richard Treichler's First Fidelity Bancorp Experience April 1995 - September 1995
Job Proven leader in Portfolio, Program and Project Management, Solution Delivery and Support and Business Partnership
Industry Pharmaceuticals
Experience
Portfolio, Program, Project Mgmt / IT Strategy / Business Relationship Mgmt at 908-510-2289 July 2014 - Present
Catalent Pharma Solutions January 2010 - June 2014
Catalent Pharma Solutions January 2007 - December 2009
CardinalHealth, Inc. June 2004 - December 2006
Hanover Trade, Inc. November 2003 - June 2004
First Consulting Group May 1998 - November 2003
Standard Data Corporation December 1997 - May 1998
Schering Plough Research Institute August 1996 - December 1997
Standard Data Corporation September 1995 - August 1996
First Fidelity Bancorp April 1995 - September 1995
Skills
SDLC, IT Strategy, Vendor Management, Program Management, Project Management, 21 CFR Part 11, Process Improvement, IT Management, Document Management, Pharmaceutical Industry, Business Analysis, Computer System..., Lean Six Sigma, Coaching Staff, Team Leadership, Leadership Development, Profit Center Management, Coaching and Mentoring, Root Cause Problem..., Matrix Management, RFP Generation, Enterprise Content..., HRIS, Contract Negotiation, Business Development, Customer Service, Long-term Customer..., Globalization, Global Management, IT Operations, IT Outsourcing, Communication Skills, Written & Oral..., Compliance, IT Portfolio, Demand Management, Global Resource..., IT Recruitment, Enterprise IT Strategy, Collaborative Leadership, Collaborative Problem..., Project Governance, IT Service Management, IT Service Delivery, Change Management, Risk Management, Relationship Building, Personnel Management, Problem Solving, IT Governance
Education
The College of New Jersey 1981 — 1985
BS, Administrative Management
Portfolio, Program, Project Mgmt / IT Strategy / Business Relationship Mgmt at 908-510-2289 July 2014 - Present
Catalent Pharma Solutions January 2010 - June 2014
Catalent Pharma Solutions January 2007 - December 2009
CardinalHealth, Inc. June 2004 - December 2006
Hanover Trade, Inc. November 2003 - June 2004
First Consulting Group May 1998 - November 2003
Standard Data Corporation December 1997 - May 1998
Schering Plough Research Institute August 1996 - December 1997
Standard Data Corporation September 1995 - August 1996
First Fidelity Bancorp April 1995 - September 1995
Skills
SDLC, IT Strategy, Vendor Management, Program Management, Project Management, 21 CFR Part 11, Process Improvement, IT Management, Document Management, Pharmaceutical Industry, Business Analysis, Computer System..., Lean Six Sigma, Coaching Staff, Team Leadership, Leadership Development, Profit Center Management, Coaching and Mentoring, Root Cause Problem..., Matrix Management, RFP Generation, Enterprise Content..., HRIS, Contract Negotiation, Business Development, Customer Service, Long-term Customer..., Globalization, Global Management, IT Operations, IT Outsourcing, Communication Skills, Written & Oral..., Compliance, IT Portfolio, Demand Management, Global Resource..., IT Recruitment, Enterprise IT Strategy, Collaborative Leadership, Collaborative Problem..., Project Governance, IT Service Management, IT Service Delivery, Change Management, Risk Management, Relationship Building, Personnel Management, Problem Solving, IT Governance
Education
The College of New Jersey 1981 — 1985
BS, Administrative Management
David Buzzelli David Buzzelli's First Fidelity Bancorp Experience March 1994 - August 1995
Job Principal Owner at JOBPROGRESS
Industry Computer Software
Experience
JOBPROGRESS - Business Management Apps for the Home Improvement Industry December 2014 - Present
+ January 2013 - Present
Entrepreneur June 1999 - August 2012
Morgan Stanley August 1998 - May 1999
US Securities and Exchange Commission June 1997 - August 1998
FIRST FIDELITY BANCORP March 1994 - August 1995
Skills
Business Strategy, Investor Relations, Business Development, Product Development, Writing, Business Analysis, Legal Compliance, Fundraising, New Business Development, Management, Entrepreneurship, Sales, Research, Start-ups, Sales Management, Job Estimating, Contractors, Home Improvement, Analysis, Team Building, Project Planning, Negotiation, Training, Strategy, Strategic Partnerships, Business Planning, Strategic Planning, Finance, SaaS, Selling, Financial Services, Executive Management, Management Consulting, Competitive Analysis, Contract Negotiation, Marketing Strategy, Leadership, Consulting, Due Diligence, Customer Service, Marketing
Education
Rutgers University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, 3.77
Middlesex County College 1993 — 1995
Associate, Arts, Liberal Arts/Business Administration
JOBPROGRESS - Business Management Apps for the Home Improvement Industry December 2014 - Present
+ January 2013 - Present
Entrepreneur June 1999 - August 2012
Morgan Stanley August 1998 - May 1999
US Securities and Exchange Commission June 1997 - August 1998
FIRST FIDELITY BANCORP March 1994 - August 1995
Skills
Business Strategy, Investor Relations, Business Development, Product Development, Writing, Business Analysis, Legal Compliance, Fundraising, New Business Development, Management, Entrepreneurship, Sales, Research, Start-ups, Sales Management, Job Estimating, Contractors, Home Improvement, Analysis, Team Building, Project Planning, Negotiation, Training, Strategy, Strategic Partnerships, Business Planning, Strategic Planning, Finance, SaaS, Selling, Financial Services, Executive Management, Management Consulting, Competitive Analysis, Contract Negotiation, Marketing Strategy, Leadership, Consulting, Due Diligence, Customer Service, Marketing
Education
Rutgers University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, 3.77
Middlesex County College 1993 — 1995
Associate, Arts, Liberal Arts/Business Administration
Mike Balbirnie Mike Balbirnie's First Fidelity Bancorp Experience September 1990 - December 1996
Job EVP Chief Audit Executive at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation September 2010 - Present
Wells Fargo December 2009 - July 2010
Wells Fargo January 2009 - December 2009
Wachovia, A Wells Fargo Company January 1997 - December 2008
First Fidelity Bancorp September 1990 - December 1996
KPMG September 1981 - September 1990
Skills
Auditing, Risk Management, Due Diligence, Change Management, Strategy, Analysis, Internal Audit, Management, Governance, Finance, Financial Risk, Process Improvement, Financial Services, Operational Risk..., Leadership, Internal Controls, Enterprise Risk..., Budgets, Mergers & Acquisitions, Credit, Business Intelligence, Management Consulting, Business Analysis, Strategic Financial..., Financial Reporting, Risk Assessment, Banking, Compliance, Acquisition Integration, Security, Talent Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Saint Joseph's University 1976 — 1980
B.S.
Regions Financial Corporation September 2010 - Present
Wells Fargo December 2009 - July 2010
Wells Fargo January 2009 - December 2009
Wachovia, A Wells Fargo Company January 1997 - December 2008
First Fidelity Bancorp September 1990 - December 1996
KPMG September 1981 - September 1990
Skills
Auditing, Risk Management, Due Diligence, Change Management, Strategy, Analysis, Internal Audit, Management, Governance, Finance, Financial Risk, Process Improvement, Financial Services, Operational Risk..., Leadership, Internal Controls, Enterprise Risk..., Budgets, Mergers & Acquisitions, Credit, Business Intelligence, Management Consulting, Business Analysis, Strategic Financial..., Financial Reporting, Risk Assessment, Banking, Compliance, Acquisition Integration, Security, Talent Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Saint Joseph's University 1976 — 1980
B.S.
Ann Moresco Ann Moresco's First Fidelity Bancorp Experience April 1994 - July 1995
Job Consultant
Industry Retail
Experience
Northern New Jersey/New York area July 2014 - Present
Next Door Consignment Boutique May 2006 - Present
Linea A - Designs from Argentina September 2008 - Present
Continental Stock Transfer & Trust Company November 2012 - October 2013
Live Out Loud Antique and Vintage Clothing September 2006 - March 2011
The Bank of New York July 1995 - April 2006
First Fidelity Bancorp April 1994 - July 1995
Guardian Life Insurance Company April 1984 - April 1994
Skills
New Business Development, Strategic Planning, Competitive Analysis, Equities, Sales, Marketing, Financial Services, Relationship Management, Marketing Communications, Marketing Strategy, Entrepreneurship, Finance, Securities
Education
Wine and Spirits Educational Trust (WSET)
Level III - Advanced Certification
University of Arizona
Geology
University of Tennessee-Knoxville
West Orange High School
Northern New Jersey/New York area July 2014 - Present
Next Door Consignment Boutique May 2006 - Present
Linea A - Designs from Argentina September 2008 - Present
Continental Stock Transfer & Trust Company November 2012 - October 2013
Live Out Loud Antique and Vintage Clothing September 2006 - March 2011
The Bank of New York July 1995 - April 2006
First Fidelity Bancorp April 1994 - July 1995
Guardian Life Insurance Company April 1984 - April 1994
Skills
New Business Development, Strategic Planning, Competitive Analysis, Equities, Sales, Marketing, Financial Services, Relationship Management, Marketing Communications, Marketing Strategy, Entrepreneurship, Finance, Securities
Education
Wine and Spirits Educational Trust (WSET)
Level III - Advanced Certification
University of Arizona
Geology
University of Tennessee-Knoxville
West Orange High School
Sylvia Von Deak's First Fidelity Bancorp Experience 1991 - 1995
Job President, Von Deak Associates
Industry Human Resources
Experience
Von Deak Associates September 2001 - Present
Lincoln Financial Distributors 2003 - 2010
First Union National Bank 1996 - 2001
First Fidelity Bancorp 1991 - 1995
First Fidelity Bancorp 1989 - 1990
Fidelity Bank & Fidelcor, Inc. 1985 - 1988
Fidelity Bank & Fidelcor, Inc. 1983 - 1985
Fidelity Bank & Fidelcor, Inc. 1981 - 1983
Education
Cornell University
BS, Industrial & Labor Relations
Von Deak Associates September 2001 - Present
Lincoln Financial Distributors 2003 - 2010
First Union National Bank 1996 - 2001
First Fidelity Bancorp 1991 - 1995
First Fidelity Bancorp 1989 - 1990
Fidelity Bank & Fidelcor, Inc. 1985 - 1988
Fidelity Bank & Fidelcor, Inc. 1983 - 1985
Fidelity Bank & Fidelcor, Inc. 1981 - 1983
Education
Cornell University
BS, Industrial & Labor Relations
Steve Macrae's First Fidelity Bancorp Experience 1991 - 1995
Job Vice President Mortgage Warehouse Lending at City National Bank
Industry Financial Services
Experience
City National Bank December 2012 - Present
GMAC Bank June 2009 - December 2012
GMAC Bank September 2008 - June 2009
Gateway Funding February 2008 - September 2008
Independant Consultant January 2008 - February 2008
NattyMac, LLC April 2007 - January 2008
GMAC ResCap 2002 - 2007
GE Capital Mortgage 1998 - 2002
KPMG Peat Marwick November 1995 - November 1997
First Fidelity Bancorp 1991 - 1995
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Middletown HS North
City National Bank December 2012 - Present
GMAC Bank June 2009 - December 2012
GMAC Bank September 2008 - June 2009
Gateway Funding February 2008 - September 2008
Independant Consultant January 2008 - February 2008
NattyMac, LLC April 2007 - January 2008
GMAC ResCap 2002 - 2007
GE Capital Mortgage 1998 - 2002
KPMG Peat Marwick November 1995 - November 1997
First Fidelity Bancorp 1991 - 1995
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Accounting
Middletown HS North
Evan Kantor's First Fidelity Bancorp Experience December 1993 - December 1995
Job Senior Finance and Consumer Lending Professional
Industry Financial Services
Experience
Belmont Savings Bank August 2012 - Present
Belmont Savings Bank January 2011 - July 2012
First Marblehead Corporation October 2009 - August 2010
Citizens Bank February 2000 - October 2009
First Union National Bank January 1996 - February 2000
First Fidelity Bancorp December 1993 - December 1995
Skills
Forecasting, Strategic Planning, Expense Management, Pricing, Profitability, Budgeting, Financial Analysis, Corporate Management, Incentives, P&L Management, Contract Negotiations, Financial Reporting, Mergers, Banking, Portfolio Management, Accounting, Financial Management, Credit, Risk Management, Financial Services, Strategy
Education
Rutgers Graduate School of Management 1979 — 1981
M.B.A., Finance
Rutgers University-New Brunswick 1974 — 1978
B.A., Economics and English
Belmont Savings Bank August 2012 - Present
Belmont Savings Bank January 2011 - July 2012
First Marblehead Corporation October 2009 - August 2010
Citizens Bank February 2000 - October 2009
First Union National Bank January 1996 - February 2000
First Fidelity Bancorp December 1993 - December 1995
Skills
Forecasting, Strategic Planning, Expense Management, Pricing, Profitability, Budgeting, Financial Analysis, Corporate Management, Incentives, P&L Management, Contract Negotiations, Financial Reporting, Mergers, Banking, Portfolio Management, Accounting, Financial Management, Credit, Risk Management, Financial Services, Strategy
Education
Rutgers Graduate School of Management 1979 — 1981
M.B.A., Finance
Rutgers University-New Brunswick 1974 — 1978
B.A., Economics and English
Tom Hennigan, CPA's First Fidelity Bancorp Experience July 1988 - March 1994
Job SVP/Principal at Gambone Development Co.
Industry Real Estate
Experience
Gambone Development Co. November 2009 - Present
Gambone Development Co. April 2001 - October 2009
Gambone Bros. Development Co. April 1994 - March 2001
Price Waterhouse Coopers February 1998 - December 1998
First Fidelity Bancorp July 1988 - March 1994
Skills
Strategic Planning, Investments, Sales Management, Real Estate Development, Leases, Disposition, Real Estate, Real Estate Financing, Real Estate Economics, Land Acquisition, Sales, Business Development, Appraisals, Land Development, Portfolio Management, Financial Analysis, Due Diligence, Mixed-use, Investment Properties, Lease Administration, Credit, Real Estate Transactions, Property Management, Construction, Loans, Financial Modeling, Apartments, Commercial Real Estate, Mergers, Brokerage, New Business Development, Commercial Real Estate..., Residential Homes, Commercial Real Estate..., Strategy, Lease Negotiations, Accounting, Marketing, Landlord, Buyer Representation, Joint Ventures, Entitlements, Asset Managment, Team Building, Finance, Marketing Strategy, REO, Business Strategy, Tenant Representation, Location Intelligence
Education
Villanova University 1989 — 1993
MBA
La Salle University - School of Business Administration 1983 — 1988
Bachelor of Science, Finance and Accounting
St. Joseph's Prep
Gambone Development Co. November 2009 - Present
Gambone Development Co. April 2001 - October 2009
Gambone Bros. Development Co. April 1994 - March 2001
Price Waterhouse Coopers February 1998 - December 1998
First Fidelity Bancorp July 1988 - March 1994
Skills
Strategic Planning, Investments, Sales Management, Real Estate Development, Leases, Disposition, Real Estate, Real Estate Financing, Real Estate Economics, Land Acquisition, Sales, Business Development, Appraisals, Land Development, Portfolio Management, Financial Analysis, Due Diligence, Mixed-use, Investment Properties, Lease Administration, Credit, Real Estate Transactions, Property Management, Construction, Loans, Financial Modeling, Apartments, Commercial Real Estate, Mergers, Brokerage, New Business Development, Commercial Real Estate..., Residential Homes, Commercial Real Estate..., Strategy, Lease Negotiations, Accounting, Marketing, Landlord, Buyer Representation, Joint Ventures, Entitlements, Asset Managment, Team Building, Finance, Marketing Strategy, REO, Business Strategy, Tenant Representation, Location Intelligence
Education
Villanova University 1989 — 1993
MBA
La Salle University - School of Business Administration 1983 — 1988
Bachelor of Science, Finance and Accounting
St. Joseph's Prep
Brian Morrow's First Fidelity Bancorp Experience 1983 - 1991
Job Fiduciary LOB Risk Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2014 - Present
SunTrust Bank March 2010 - April 2014
U.S. Trust, Bank of America Private Wealth Management April 2006 - December 2009
Bank of America January 2003 - April 2006
Bank of America June 1991 - January 2003
First Fidelity Bancorp 1983 - 1991
Chase Manhattan Corporation 1981 - 1983
Skills
American Bankers..., Investment Management, Asset Managment, Investment Strategies, Financial Risk, Financial Services, Governance, Asset Allocation, Alternative Investments, Asset Management, Auditing, Banking, Bonds, Business Process, Derivatives, Equities, High Net Worth..., Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
Fordham University 1975 — 1979
BS, Finance
SunTrust Bank April 2014 - Present
SunTrust Bank March 2010 - April 2014
U.S. Trust, Bank of America Private Wealth Management April 2006 - December 2009
Bank of America January 2003 - April 2006
Bank of America June 1991 - January 2003
First Fidelity Bancorp 1983 - 1991
Chase Manhattan Corporation 1981 - 1983
Skills
American Bankers..., Investment Management, Asset Managment, Investment Strategies, Financial Risk, Financial Services, Governance, Asset Allocation, Alternative Investments, Asset Management, Auditing, Banking, Bonds, Business Process, Derivatives, Equities, High Net Worth..., Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
Fordham University 1975 — 1979
BS, Finance
Lesley Spitko's First Fidelity Bancorp Experience January 1988 - November 1995
Job VP, Retail Loan Operations Manager at National Penn Bank
Industry Banking
Experience
National Penn Bank July 2010 - Present
Sovereign Bank May 2004 - July 2009
Sovereign Bank November 2000 - May 2004
Keystone Financial Mortgage Corporation November 1995 - November 2000
First Fidelity Bancorp January 1988 - November 1995
Skills
Loan Servicing, Loans, Mortgage Banking
Education
Lock Haven University of Pennsylvania 1981 — 1985
Secondary Education - Mathematics
National Penn Bank July 2010 - Present
Sovereign Bank May 2004 - July 2009
Sovereign Bank November 2000 - May 2004
Keystone Financial Mortgage Corporation November 1995 - November 2000
First Fidelity Bancorp January 1988 - November 1995
Skills
Loan Servicing, Loans, Mortgage Banking
Education
Lock Haven University of Pennsylvania 1981 — 1985
Secondary Education - Mathematics
Mary F. Evers's First Fidelity Bancorp Experience 1991 - 1996
Job
Industry Financial Services
Experience
HomeBridge Financial Services, Inc. 2012 - 2013
The Bank of New York Mellon 2005 - 2012
JP Morgan Chase 2002 - 2005
GE Capital 2000 - 2001
GE Capital 1996 - 2000
First Fidelity Bancorp 1991 - 1996
Wilentz, Goldman & Spitzer 1985 - 1990
Skills
Due Diligence
Education
Seton Hall University School of Law 1982 — 1985
Juris Doctor (J.D.), Top 5 % of class
Seton Hall University 1979 — 1982
Bachelor's Degree, Economics, Valedictorian
HomeBridge Financial Services, Inc. 2012 - 2013
The Bank of New York Mellon 2005 - 2012
JP Morgan Chase 2002 - 2005
GE Capital 2000 - 2001
GE Capital 1996 - 2000
First Fidelity Bancorp 1991 - 1996
Wilentz, Goldman & Spitzer 1985 - 1990
Skills
Due Diligence
Education
Seton Hall University School of Law 1982 — 1985
Juris Doctor (J.D.), Top 5 % of class
Seton Hall University 1979 — 1982
Bachelor's Degree, Economics, Valedictorian
Ben L. Jones,CFA's First Fidelity Bancorp Experience March 1993 - October 1995
Job Owner, BLJ Investment Counsel, LLC
Industry Investment Management
Experience
BLJ Investment Counsel, LLC February 2000 - Present
SunTrust Bank 1996 - 2000
First Fidelity Bancorp March 1993 - October 1995
C&S Investment Adviosors, Inc 1972 - 1993
Skills
Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Analysis, Investment Strategies, Mergers & Acquisitions, Business Strategy, Private Equity, Mutual Funds, Strategic Planning, Trading, Investment Advisory, Start-ups, Management Consulting, Banking, Marketing Strategy, New Business Development, Asset Managment, Mergers, Valuation, Performance Measurement, Financial Services
Education
Southern Methodist University 1963 — 1965
MBA, Finance and Financial Management Services, Finance
The Ohio State University 1959 — 1963
BA - Economics, Economics
Salem High School 1955 — 1959
BLJ Investment Counsel, LLC February 2000 - Present
SunTrust Bank 1996 - 2000
First Fidelity Bancorp March 1993 - October 1995
C&S Investment Adviosors, Inc 1972 - 1993
Skills
Investments, Asset Management, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Financial Analysis, Investment Strategies, Mergers & Acquisitions, Business Strategy, Private Equity, Mutual Funds, Strategic Planning, Trading, Investment Advisory, Start-ups, Management Consulting, Banking, Marketing Strategy, New Business Development, Asset Managment, Mergers, Valuation, Performance Measurement, Financial Services
Education
Southern Methodist University 1963 — 1965
MBA, Finance and Financial Management Services, Finance
The Ohio State University 1959 — 1963
BA - Economics, Economics
Salem High School 1955 — 1959