Presidential Financial Corporation
Industry: Company
DescriptionFounded: 1981 Parent organization: MidFirst Bank Subsidiary: Presidential Healthcare Credit Corporation
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Presidential Financial Corporation Employees
Carroll Organization September 2015 - Present
State Street February 2012 - September 2015
Morgan Stanley January 2010 - December 2011
Morgan Stanley January 2007 - December 2009
Morgan Stanley August 2005 - December 2006
Presidential Financial Corporation December 2002 - August 2005
Balser Companies June 2001 - December 2002
Skills
Real Estate, Financial Analysis, Investor Relations, Investor Reporting, Financial Services
Education
The University of Georgia 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General, Major GPA: 3.83 / 4.0
FCC, LLC dba First Capital April 2011 - Present
The Atlanta Track Club Foundation 2006 - Present
Presidential Financial March 2005 - December 2008
Presidential Financial Corporation 2005 - 2008
Textron Financial 2001 - 2005
The CIT Group/Business Credit, Inc. 1991 - 2000
Heller Financial 1987 - 1991
Citicorp 1980 - 1987
Skills
Commercial Lending, Financial Risk, Strategic Planning, Credit Analysis, Underwriting, Loans, Portfolio Management, Commercial Banking, Credit, Due Diligence, Small Business Lending, Financial Analysis, Private Equity, Funding, Mergers & Acquisitions, Factoring, Asset Based Lending, Banking, Finance, Structured Finance, Working Capital..., Credit Risk, Financial Structuring, Corporate Finance, Management, Commercial Finance, Restructuring, Business Development, Executive Management, Strategy, Leveraged Finance, Cash Management, Financial Services, Valuation, Financial Modeling, Investment Banking, Investments, Capital Markets, Strategic Financial..., Cash Flow, Middle Market, Treasury Management, Risk Management, Mortgage Lending, Loan Origination, Asset Management, Venture Capital, Lines Of Credit, Leadership, Entrepreneurship
Education
Cornell University 1975 — 1977
MBA, Hospital Administration
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
College of the Holy Cross 1971 — 1975
Bachelor of Science, Economics
East Orange High School
East Orange High School
Nomis Solutions, Inc March 2015 - Present
Linedata 2011 - February 2015
Overture Technologies February 2010 - 2011
Fiserv 1997 - 2010
Presidential Financial Corporation 1996 - 1997
Dollar Bank 1992 - 1997
Associates First Capital Corp 1990 - 1992
Skills
Enterprise Software, SaaS, Solution Selling, Banking, Product Management, Analytics, Sales Management, Sales, Commercial Banking, Credit Analysis, Business Analysis, Business Development, Business Intelligence, Financial Services, CRM, Leadership, Credit, Pre-sales, Risk Management, Professional Services, E-commerce, Financial Risk, Portfolio Management
Education
University of Pittsburgh
BA, Economics
Federal National Commercial Credit January 2013 - Present
Diamond Business Credit April 2011 - December 2012
Correspondent Business Credit, LLC 2009 - 2011
Presidential Financial Corporation 1992 - 2008
Equitable Bank, NA 1974 - 1991
Skills
Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit, Credit Analysis, Underwriting, Asset Based Lending, Banking, Portfolio Management, Credit Risk, Lines Of Credit, Financial Analysis, Loan Origination, Mergers, Commercial Finance, Funding, Leadership, Mergers & Acquisitions, Small Business, Business Development, Finance, New Business Development, Start-ups, Consumer Lending, Financial Structuring
Education
North Carolina Wesleyan College
BA, History
Towson High School
PNC Business Credit September 2013 - Present
ST Consulting, LLC May 2012 - September 2013
City of Milton, GA December 2011 - February 2012
Presidential Financial Corporation June 2006 - July 2011
Fortune Financial Group, LLC October 2010 - 2011
Ellison Boshell Salmon Tuller Kelley LLP January 2006 - March 2006
Jefferson Wells International March 2005 - August 2005
Georgia Department of Audits and Accounts July 2002 - March 2005
Skills
ACL, Excel, Auditing, Compliance Audits, Tax Preparation, Microsoft Excel, Internal Audit, Accounting, Leadership, Access Lists, Financial Reporting, GAAP, Financial Analysis, Quality Auditing, Business Analysis, Due Diligence, Volunteer Management, Monarch Pro, Event Planning, Data Analytics, Finance, Asset Based Lending, Mergers & Acquisitions, Internal Controls, Loans, Accounts Receivable, Factoring, General Ledger, Working Capital..., Analysis, Banking, Portfolio Management, Cash Flow, Credit, Accounts Payable, Tax, Account Reconciliation, Financial Statements
Education
Keller Graduate School of Management of DeVry University 2009 — 2013
MBA, Accounting
Kennesaw State University - Michael J. Coles College of Business 2004 — 2005
MAcc, Accounting
Georgia Southern University 1998 — 2002
BBA, Accounting
SouthStar Capital June 2015 - Present
Lafata & Company CPA's January 2014 - June 2015
ExpoCredit March 2012 - 2013
A/R Funding, Inc 2006 - April 2012
Presidential Financial Corporation 1996 - 2002
Skills
Small Business Lending, Credit Analysis, Commercial Lending, Credit, Asset Based Lending, Loans, Commercial Finance, Factoring, Lines Of Credit, Corporate Finance, Commercial Banking, Credit Risk, Financial Analysis, Funding
Education
University of South Florida
Accounting
MidFirst Bank June 2005 - Present
Presidential Financial Corporation March 2013 - Present
Local Oklahoma Bank November 1998 - June 2005
Bank of America December 1997 - December 1998
Skills
Banking, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Portfolio Management, Financial Analysis, Underwriting, Mortgage Lending, Risk Management, Consumer Lending, Credit Risk, Loan Origination, Financial Reporting, Private Banking, Finance, Mortgage Banking, Strategic Financial..., Treasury Management, Real Estate, Executive Management, Small Business, Wealth Management, Mergers & Acquisitions, Strategic Planning, Team Building, Analysis, Investments, SBA, Financial Risk, Asset Management, Corporate Finance, Valuation, Community Service, Accounting, Leadership
Education
Oklahoma City University 1983 — 1984
MBA, Business
University of Oklahoma 1977 — 1982
BBA, Business
Trinity Commercial Services, Inc. July 2007 - Present
Presidential Financial Corporation February 2004 - July 2007
Regions Bank January 2002 - February 2004
GE Capital Business Credit February 2000 - January 2002
Skills
Factoring, Asset Based Lending, Underwriting, Commercial Lending, Mezzanine, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Funding, Working Capital..., Trade Finance, Loans, Commercial Finance, Banking, Leveraged Finance, Finance, Structured Finance, Investments, Portfolio Management, Financial Services, SBA, Middle Market, Commercial Mortgages, Commercial Real Estate, Financial Structuring, Lines Of Credit, Loan Origination, Equities, Credit Risk, Capital, Syndications, Debt Restructuring, Recapitalizations, Cash Flow Lending, Private Equity, Treasury Management, Restructuring, Letters of Credit, LBO, Buyouts, Workout, Private Placements, Capital Structure, ABS, Growth Capital, Corporate Finance, Financial Institutions, Divestitures, Due Diligence
Education
University of Miami 1980 — 1982
BA/MBA, Finance
LaSalle High School 1972 — 1976
Fairway Independent Mortgage Corporation April 2015 - Present
Academy Mortgage Corporation June 2013 - January 2015
Presidential Financial Corporation August 2010 - October 2011
Brayden Capital Home Loans July 2007 - November 2010
HomeBanc Mortgage Corporation August 2005 - June 2007
Skills
Credit, Refinance, Finance, Business Strategy, Mortgage Lending, Public Speaking, Loans, Business Development, Commercial Banking, Investment Properties, Small Business Lending, Commercial Lending, Portfolio Management, Financial Analysis, Sales Management, Underwriting, Residential Homes, Real Estate, Credit Analysis, Banking, Loan Origination, Sales, Mortgage Banking, FHA, Residential Mortgages, VA loans, Funding, Construction Loans, Commercial Mortgages, FHA financing, Customer Service, Real Estate Financing
Education
Kennesaw State University 1998 — 2003
Bachelor's degree, Business Administration and Management
Kennesaw State University - Michael J. Coles College of Business 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Presidential Financial Corporation July 2015 - Present
Presidential Financial Corporation November 2013 - Present
NCI - Atlanta Homes & Lifestyles Magazine February 2007 - September 2008
McKenna Long & Aldridge LLP August 2006 - December 2006
Atlanta Beverage Company - Anheuser Busch November 2005 - July 2006
Susquehanna Radio - WWWQ-FM February 2004 - July 2004
Infinity Broadcasting - WZGC-FM October 2000 - October 2003
Skills
Social Media, Social Networking, Customer Service, Marketing, Social Media Marketing, Microsoft Office, Sales, Event Planning, Email Marketing, Facebook, Account Management, Advertising, Public Relations, Strategic Planning, Marketing Communications
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Human Resources, 4.0
Kennesaw State University 1996 — 1999
B.S., Communication
Regions Financial Corporation June 2011 - Present
Regions Financial Corporation September 2006 - May 2011
Presidential Financial Corporation January 1996 - August 2006
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Credit, Banking, Credit Risk, Cash Management, Asset Based Lending, Financial Analysis, Lines Of Credit, Loan Origination, Portfolio Management, Risk Management, Small Business Lending, Underwriting
Education
University of South Florida 1993 — 1997
BS, Accounting
Citizens Bank August 2010 - Present
Presidential Financial Corporation December 2004 - August 2009
Skills
Commercial Banking, Loans, Credit Analysis, Banking, Credit, Risk Management, Financial Analysis, Finance, Investments, Retail Banking, Factoring, Asset Based Lending
Education
Rutgers University – Camden
Bachelor's degree, Psychology
Adanced tax services December 2014 - Present
labs July 2010 - August 2013
Fiserv Inc. Contractor October 2008 - January 2009
Discrete Wireless contractor February 2007 - December 2007
PRESIDENTIAL FINANCIAL CORPORATION October 2005 - February 2007
PARTNERS HEALTH CARE SYSTEM May 1988 - August 2005
Skills
Customer Service, Account Reconciliation, Finance, Accounting, Microsoft Excel, Accounts Receivable, Invoicing, Data Entry, Accounts Payable, Financial Analysis, Microsoft Word, Microsoft Office, Outlook, Cash Flow, Bank Reconciliation, Call Centers, Analysis, Telephone Skills, 10 Key, Tax Law, Tax Returns, Billing Process, Supervisory Skills, Tax Preparation
Education
Ashford University 2013 — 2017
Bachelor of Arts (BA), Entrepreneurship
University of Phoenix
Associate's degree, Business Administration and Management, General
Wells Fargo Capital Finance October 2014 - Present
Presidential Financial Corporation May 2014 - October 2014
BB&T December 2012 - May 2014
Unified Examiners February 2011 - December 2012
Skills
QuickBooks, Accounting, Accounts Payable, Auditing, Internal Controls, Financial Reporting, Microsoft Excel, Accounts Receivable, Financial Analysis, Financial Accounting, Analysis, SEC filings, Sarbanes-Oxley Act, General Ledger, Asset Based Lending, Asset Based Finance, Cash Flow, Banking, Commercial Lending, Finance, Financial Risk
Education
Kennesaw State University 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Ski Butlers November 2013 - Present
Vail Resorts November 2013 - April 2014
MidFirst Bank/Presidential Financial February 2013 - November 2013
Presidential Financial Corporation May 2011 - November 2013
Auburn University Study Abroad Office August 2010 - December 2010
TriMont Real Estate Advisors May 2009 - August 2009
The Bar W Guest Ranch May 2007 - August 2007
Chick-fil-A May 2004 - December 2006
Skills
Financial Analysis
Education
Auburn University 2006 — 2010
Bachelor of Science, Business Administration; Business Management
White Oak Global Advisors, LLC January 2013 - Present
Presidential Financial Corporation March 2012 - January 2013
TKO Finance Group LLC June 2009 - February 2012
Dune Capital January 2004 - June 2009
GE Commercial Finance January 1988 - January 2004
GE Capital 1989 - 2004
GE Financial Assurance January 1999 - January 2001
GE Capital Mexico January 1995 - January 1999
First Chicago Bank & Trust 1977 - 1987
Skills
Aviation, Aircraft, Aircraft Leasing, Healthcare, Healthcare Consulting, Durable Medical..., Dialysis, Medical Imaging, Pharmaceuticals, Hospitals, Manufacturing, Commercial Lending, Factoring, Leasing, Equipment Finance, Vendor Finance, Supply Chain Finance, Mezzanine, Private Equity, Strategic Partnerships, Joint Ventures, Mergers, Executive Management, Board Level, Team Building, Start-ups, Business Growth, Insurance, Life Settlements, Premium Financing, Mexico, Chile, Singapore, Emerging Markets, Developing Countries, New Business Development, Asset Based Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BA, Finance
Virginia Commercial Finance April 2013 - Present
Presidential Financial Corporation July 2012 - February 2013
Hennessey Capital LLC July 2011 - December 2011
SUMMIT Financial Resources: Working Capital Financing April 2010 - August 2011
Webster Business Credit July 2007 - September 2010
GE Commercial Finance August 2004 - April 2006
Guaranty Business Credit July 2001 - August 2004
The Cit Group September 1994 - July 2001
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Middle Market, Factoring, Lines Of Credit, Cash Flow Lending, SBA, Credit, Credit Analysis, Loans, Small Business Lending, Banking, Leveraged Finance, Funding, Due Diligence, Commercial Banking, Underwriting, Portfolio Management, Credit Risk, Financial Structuring, Corporate Finance, Loan Origination, Finance, Commercial Mortgages, Business Development, Mergers & Acquisitions, Financial Analysis, Treasury Management, Working Capital..., Structured Finance, Private Equity, Executive Management, Restructuring, Financial Modeling, Debt Restructuring, Financial Risk, Investments, Cash Flow, Cash Management, Trade Finance, Consumer Lending, Financial Services, Risk Management, Mortgage Lending, Private Placements, Valuation
Education
Appalachian State University 1976 — 1980
BS, Business Administration/Marketing
Presidential Financial Corporation March 2014 - Present
Celtic Capital January 2011 - March 2014
Frost Capital March 2006 - January 2011
Education
Oklahoma State University
Ares Management May 2015 - Present
First Capital June 2013 - May 2015
Presidential Financial October 2005 - July 2013
Presidential Financial Corporation October 2005 - August 2007
Skills
Small Business Lending, Asset Based Lending, Finance, Commercial Lending, Analysis, Credit Analysis, Credit, Portfolio Management, Factoring, Accounting, Credit Risk, Underwriting
Education
Georgia State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Presidential Financial Corporation Loan AdministrationPFC1988 - Present
Skills
Asset Based Lending, Underwriting, Commercial Lending, Credit, Small Business Lending, Loans, Lines Of Credit, Credit Analysis
Education
State University of New York College at Oswego 1968 — 1972
BA, Sociology
Business Credit Direct April 2013 - Present
Diamond Business Credit, LLC September 2006 - March 2013
Presidential Financial Corporation September 1987 - March 2006
Skills
Asset Based Lending, Commercial Lending, Asset-based, Small Business Lending, Credit Analysis, Loans, Factoring, Portfolio Management, Finance, Mergers & Acquisitions, Financial Analysis, Due Diligence, Lines Of Credit, Credit
Education
Suffolk University - Sawyer School of Management 1980 — 1983
Master of Business Administration (M.B.A.)
Suffolk University 1973 — 1977
BS Accounting
Suffolk University
ARNP & Financial Resources, Inc. January 2009 - Present
BIFS 1999 - 2010
Presidential Financial Corporation 2006 - 2009
Capital Solutions 1999 - 2003
Summit Marketing 1995 - 1998
Kirchman Corp 1993 - 1994
Financial Resource Associates 1985 - 1991
C & S Bank 1971 - 1977
Skills
Commercial Banking, Commercial Lending, Asset Based Lending, Commercial Finance, Loans, Factoring, Credit, Small Business Lending
Education
Jacksonville University 1967 — 1970
BS
University of Florida 1965 — 1967
EverBank Commercial Finance - Lender Finance January 2013 - Present
Diamond Business Credit July 2008 - January 2013
CIT Healthcare September 2003 - July 2008
Mercantile Capital LLP September 2001 - August 2003
PROGRESS BANK September 2000 - September 2001
Presidential Financial Corporation 1993 - 2000
Mellon Bank 1987 - 1989
Education
Rutgers University – Camden 1982 — 1985
BS, Accounting
Strategic Capital Partners, Ltd June 1999 - Present
Hewlett Enterprises June 1986 - Present
Presidential Financial Corporation September 2003 - June 2004
American Business Credit November 2002 - September 2003
Source Capital Ltd January 2000 - May 2001
PricewaterhouseCoopers LLP (PwC) June 1998 - January 2000
Skills
New Business Development, Sales, Public Speaking, Negotiation, Budgets, Financial Modeling, Financial Analysis, Business Valuation, Cost Variance Analysis, Cost Reduction..., Small Business..., Copywriting, Strategic Planning, Small Business Lending
Education
Carnegie Mellon University - Tepper School of Business 1996 — 1998
Master of Business Administration (MBA), Finance and Entrepreneurship
Penn State University 1983 — 1987
Bachelor of Science, Quantitative Business Analysis
Wells Fargo January 2008 - Present
Textron Financial 2004 - 2008
Presidential Financial Corporation 2003 - 2004
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit Analysis
Education
Jackson State University 1981 — 1985
Bachelor's degree, Finance, General
Non Bankable Loans.com March 2010 - Present
Presidential Financial Corporation June 1998 - February 2010
Education
Rowan University 1994 — 1998
Bachelor, Accounting
PurseN LLC January 2011 - Present
Stone Mill Trace Condo Association January 2009 - Present
Presidential Financial Corporation May 2003 - December 2008
Rosemont Nursing Home January 2000 - April 2003
Home Health Outreach July 1992 - November 1999
Skills
Accounts Receivable, Financial Analysis, Cash Flow, Bookkeeping, Accounts Payable, QuickBooks, Financial Accounting, Banking
Education
Baker College Business and Corporate Services 1990 — 1992
Accociates, Accounting
Baker College Business and Corporate Services 1990 — 1992
AA, Accounting
Oakland Community College 1987 — 1988
Accounting
Cook Inlet Academy August 2011 - Present
Presidential Financial Corporation June 2005 - August 2006
Hilton Palacio del Rio May 1998 - February 2002
Skills
Spanish, Microsoft Office, Quickbooks, Accounts Receivable, QuickBooks
Education
Universidad de Guadalajara 1993 — 1995
Teacher, Language Teaching
Maryland Motor Vehicle Administration October 2008 - Present
KMS Consulting Services, LLC February 2008 - Present
Presidential Financial Corporation December 2003 - January 2008
Skills
Auditing, Accounting, Banking, Credit Analysis, Finance, Internal Audit, Financial Analysis, Risk Management
Education
University of Baltimore
Bachelor of Science (BS), Accounting and Business/Management
University of Baltimore
Graduate Certficate Forensic Accounting
Harris Health System May 2015 - Present
Scott & White Healthcare May 2012 - May 2015
Presidential Financial Corporation May 2011 - May 2012
Presidential Financial Corporation April 2010 - May 2011
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Credit, Loans, Funding, Commercial Banking, Banking, Underwriting, Microsoft Excel, Credit Risk, Cash Flow, Due Diligence, Commercial Lending, Mergers, Working Capital..., Accounts Receivable, Small Business Lending, Strategic Planning, Asset Based Lending
Education
University of the Incarnate Word 2010 — 2012
Masters, Healthcare Administration
The University of Texas at San Antonio 2005 — 2009
Bachelors, Finance
Auburn University Marketing Association July 2013 - December 2013
Definition 6 May 2013 - August 2013
Presidential Financial Corporation May 2011 - July 2011
Education
Auburn University, College of Business 2009 — 2013
B.S. in Business Administration
Rhode Island School of Design 2008 — 2008