Promontory Financial Group, LLC
Industry: Financial services company
DescriptionPromontory Financial Group, a wholly owned subsidiary of IBM, is a global consulting firm that advises clients on a variety of financial services matters, including regulatory issues, compliance, risk management, liquidity, restructuring, acquisitions, due diligence, internal investigations and cyber security. Headquarters: Washington, D.C., United States Founded: 2001 Number of locations: 15 Key person: Eugene Ludwig Number of employees: circa 400 Parent organization: IBM Subsidiaries: Promontory Financial Group Global Services-Japan LLC,
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Promontory Financial Group, LLC Employees
Promontory Financial Group, LLC June 2015 - Present
Bank of America July 2014 - May 2015
KeyBank June 2013 - July 2014
KeyBank September 2011 - June 2013
Bellco Credit Union September 2007 - September 2011
Desert Schools Federal Credit Union February 2006 - September 2007
Skills
Strategic Communications, Customer Service, Leadership, Sales, Team Management, Service Design and..., Leading and Influencing, Sales and Business..., Retail Banking, Coaching and Developing, Sales Operations, Operations Management, Problem Solving and..., Internal Audit, Leadership Development, Commercial Banking, Mortgage Lending, Commercial Lending, Financial Services, Business Development, Loans, Credit, Management, Coaching, Customer Retention, Small Business Lending, Team Leadership, Budgets, Consumer Lending, Risk Management, Credit Analysis, Loan Origination, Lines Of Credit
Education
Colorado Technical University 2009 — 2011
Bachelor of Science, Business Management
Colorado Technical University 2008 — 2009
Associate of Science, General Studies
Chandler-Gilbert Community College - Honors College 2006 — 2008
Pre-Dentistry, Applied Science
Promontory Financial Group, LLC November 2014 - Present
Analysis Group April 2012 - October 2014
Analysis Group October 2011 - January 2012
Lincoln Financial Advisors June 2007 - December 2008
Investors Alley Corporation October 2006 - July 2007
Skills
Investments, Data Analysis, SAS, Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, PowerPoint, Equities, Corporate Finance, Statistics, Microsoft Word, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
Masters in Financial Engineering, Financial Engineering
Columbia University in the City of New York 2010 — 2010
Masters, Actuarial Science
Emory University 2005 — 2009
Bachelor of Arts, Economics and Mathematics
Rye Country Day
PwC March 2015 - Present
Northrop Grumman Corporation January 2005 - September 2014
Holland & Knight LLP June 2014 - July 2014
US Securities and Exchange Commission January 2014 - April 2014
Financial Industry Regulatory Authority September 2013 - December 2013
Promontory Financial Group, LLC April 2004 - July 2004
Modern Africa Fund Managers, LLC April 2001 - February 2004
Skills
Financial Analysis, Financial Modeling, Risk Management, Legal Research, Due Diligence, Auditing, Strategic Planning, Corporate Governance, Corporate Law, Valuation, Capital Markets
Education
The George Washington University Law School 2012 — 2015
Juris Doctorate (JD), Corporate, Banking and Securities Law
University of Maryland - Robert H. Smith School of Business 2006 — 2008
Master of Business Administration (MBA), Finance and Strategy
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science Business Administration (BSBA), Finance and International Business Minor: Japanese
Chaloupka Holyoke Snyder Chaloupka Longoria & Kishiyama, PC LLO March 2013 - Present
Promontory Financial Group, LLC October 2012 - January 2013
Douglas County Public Defender May 2010 - July 2012
Fraser Stryker May 2008 - June 2009
Saint Cecilia's Grade School January 2006 - May 2009
Skills
Legal Research, Legal Writing, Conversational Spanish, Written Spanish, Criminal Law, Appeals, Juvenile Law, Family Law
Education
University of Nebraska College of Law 2009 — 2012
Juris Doctor
Creighton University 2005 — 2009
Bachelor of Arts, Cum Laude, English, Spanish, Economics
Universidad de Málaga 2007 — 2007
Study Abroad, Spanish Language and Literature
Harvest Strategy Group, Inc. August 2014 - Present
Watson, Ltd. February 2013 - February 2014
Promontory Financial Group, LLC August 2011 - January 2013
The Hopp Law Firm August 2009 - August 2011
EEOC May 2009 - August 2009
Skills
Public Speaking, Nonprofits, Strategic Planning, Project Management, Process Improvement, Customer Service, Data Analysis, Microsoft Word, Outlook, PowerPoint, Access, Microsoft Office, Microsoft Excel, Financial Risk, AML, Loss Mitigation, Loans, Due Diligence, Banking, Asset Management, CRM, Legal Assistance, Executive..., Data Reconciliation, Reporting & Analysis, Foreclosures, 10 Key, Typing, Public Relations, Proofreading, Real Estate, Document Review, Legal Writing, Legal Documents, Litigation Support, Lexis, Billing Systems, Corporate Filings, Legal Research
Education
Emily Griffith Technical College 2008 — 2009
Certificate, Legal Office Skills
Black Knight Financial Services August 2015 - Present
North Highland Worldwide May 2014 - June 2015
Black Knight Financial Services December 2012 - May 2014
Stewart Lender Services (Allonhill) January 2012 - December 2012
Promontory Financial Group, LLC July 2011 - October 2011
CitiFinancial Servicing April 2008 - July 2011
Mastiff Financial Group May 1997 - April 2008
Level 3 Communications (ConferTech International, Inc.) 1992 - 1997
United States Navy January 1991 - September 1992
Skills
Mortgage, Credit, Windows, Foreclosures, Residential, Banking, Refinance, Investment Properties, Computer Hardware, Laptops, Short Sales, Hardware, VA, CRM software, Mortgage Underwriting, Software Conversions, Software Implementation, Process Improvement, Process Management, Process Development, Telecommunications, PMP, PMI, Audit, Business Analysis, Integration, Risk Management, Customer Relations, Team Leadership, Call Center, Team Building, Change Management, MS Project, Problem Solving, Outlook, Process Engineering, Documentation, Analysis, Visio, Quality Assurance, Strategic Planning, Project Planning, Software Development, Agile Project Management, Extreme Programming, Lean Software..., Test Driven Development, JIRA, Experienced Business..., Program Management
Education
Colorado Technical University 2011 — 2012
MSM/PM, Project Management
University of Phoenix 2009 — 2011
BSIT/ISS, Information Systems Security
University of Phoenix 2008 — 2009
AAIT/VC, Information Technology: Visual Communication
Promontory Financial Group, LLC July 2014 - Present
China Development Bank Capital July 2013 - August 2013
Ecuador Ministerio de Finanzas May 2013 - June 2013
Microfinance Opportunities October 2010 - May 2011
AEGON-INDUSTRIAL Fund Management Co. June 2010 - August 2010
DC Earned Income Tax Credit (EITC) Campaign January 2010 - April 2010
Skills
Economics, Research, Analysis, International..., Microfinance, Corporate Finance, Financial Analysis, Stata, Data Analysis, Investments, Due Diligence, Project Finance, Finance, Equities, Valuation, Policy Analysis
Education
Harvard University, John F. Kennedy School of Government 2012 — 2014
Master's Degree, Public Policy Analysis
George Mason University 2009 — 2012
Bachelor of Science, Economics, 4.0/4.0
Shandong University 2009 — 2012
BS, Economics
Accenture June 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
Barclay Capital November 2013 - July 2014
Larson Financial Inc. October 2012 - March 2013
Promontory Financial Group, LLC April 2012 - October 2012
Kansas Attorney General's Office May 2011 - August 2011
Robb N. Gage, Attorney at Law 2006 - 2008
Skills
Tax Resolution, Legal Writing, Document Review, Financial Analysis, Legal Research, Courts, Conflict Resolution, Editing, Public Speaking, Data Analysis, Tax, Due Diligence, Pleadings, Westlaw, Lexis, Commercial Litigation
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.), Consulting
University of Miami School of Law 2009 — 2011
Juris Doctor (J.D.), Law
Creighton University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Dot & Bo June 2015 - Present
Fact0ry April 2015 - Present
Outpour March 2014 - Present
Transmedia Capital September 2014 - May 2015
Music Makes Me... January 2013 - June 2014
Promontory Financial Group, LLC November 2011 - June 2014
Houlihan Lokey September 2009 - October 2011
Education
Cornell University 2005 — 2009
BA, Economics, Philosophy
Hive Global Leaders Program 2015 — 2015
Seth Godin’s Agenda Seminar 2014 — 2014
Harvard CS50, Introduction to Computer Science 2014 — 2014
Promontory Financial Group, LLC September 2015 - Present
Ruth's Chris Steak House January 2014 - May 2015
Colorado State Public Defender August 2013 - December 2013
Zest Bistro November 2010 - July 2013
Sawtooth Grill November 2004 - June 2009
Eastern Washington University 2006 - 2009
U.S. House of Representatives June 2006 - August 2006
Arctic Circle June 1994 - September 2004
Education
Georgetown University Law Center 2009 — 2013
Doctor of Law (J.D.)
Eastern Washington University 2004 — 2008
BA, Government/Economics, Magna Cum Laude
Revelator Coffee Company June 2015 - Present
Promontory Financial Group, LLC July 2013 - June 2015
Sears Holdings Corporation July 2012 - July 2013
Make a Mind Co. June 2011 - August 2011
Link TV January 2011 - February 2011
Deloitte Touche Tohmatsu Ltd. July 2010 - August 2010
Skills
Competitive Analysis, Analysis, Management, Market Research, Data Analysis, Financial Modeling, Valuation, Business Strategy, Marketing Strategy, Due Diligence, Mergers & Acquisitions, Marketing, Investments, Economics, Analytics, Strategy
Education
Harvard University 2008 — 2012
B.A., East Asian Studies
Lowell High School 2004 — 2008
Cambridge Associates August 2013 - Present
Promontory Financial Group, LLC October 2012 - February 2013
The University of North Carolina at Greensboro August 2011 - October 2012
Chancellor's Office July 2010 - July 2011
The Office of Equity, Diversity, and Inclusion May 2010 - May 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Social Media, Research, Public Speaking, Time Management, Outlook, Data Entry, Social Networking, SPSS, Teamwork, iMovie, Critical Thinking, Microsoft Publisher, Audio Engineering, Audio Post Production, Field Recording, Re-recording Mixing, Foley Artist, Marketing, Advertising, Access
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science (B.S.), Marketing
Full Sail University 2006 — 2007
Associate of Science (A.S.), The Recording Arts
Promontory Financial Group, LLC October 2013 - Present
Promontory Financial Group, LLC January 2013 - October 2013
Hilltop Advisors August 2012 - January 2013
AARP June 2011 - August 2011
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Cleary Gottlieb Steen & Hamilton LLP May 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2013
Promontory Financial Group, LLC July 2010 - July 2012
Maine East Township School District July 2008 - May 2010
Friedman, Billings, and Ramsey Capital Markets June 2008 - August 2008
Skills
Analytics, Economic Research, Legal Research, Microsoft Excel, Public Policy, Policy Analysis, PowerPoint, Project Management, Software Development, Enterprise Risk..., Risk Management..., Compliance, Compliance Risk..., Risk Management, Asset Management
Education
Duke University School of Law 2012 — 2015
Doctor of Law (J.D.)
Northwestern University 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Government and Regulatory Affairs August 2015 - Present
Lavande au Soleil February 2009 - Present
Colorado Division of Insurance July 2014 - August 2015
US Department of Justice/US Attorney's Office - District of Colorado May 2013 - June 2014
Promontory Financial Group, LLC 2012 - 2013
Government and Regulatory Affairs 2008 - 2012
Colorado Stone, Sand & Gravel Association/Colorado Ready Mixed Concrete Association October 2001 - December 2007
Petroleum Marketers Association of America April 1999 - September 2001
National Water Resources Association December 1998 - April 1999
Skills
Government Relations, Environmental, Legislative, Government Affairs, Legislation, Policy, Non-profits, Public Speaking, Public Policy, Research, Writing, Strategic Planning, Newsletters, Government, Negotiation, Policy Analysis, Budgeting, Compliance, Legal Research, Congress, Transportation, Natural Resources, Petroleum, Mining, Sustainability, Spas, Environmental Awareness, Legislative Relations, Leadership, Financial Services, Financial Regulation, Political Consulting, Public Affairs, Political Campaigns, Budgets
Education
Hamline University School of Law 1995 — 1998
Juris Doctor
Charles University, Prague, Czech Republic 1996 — 1996
Summer Abroad Program
Trinity College, Dublin, Ireland 1996 — 1996
Summer Abroad Program
Iowa State University 1989 — 1993
Bachelor of Science
Ollila Law Group LLC June 2014 - Present
KILLIAN DAVIS Richter & Mayle, PC May 2013 - June 2014
Law Office of Caroline E. Bryce LLC October 2010 - May 2013
Promontory Financial Group, LLC March 2012 - January 2013
University of Colorado Entrepreneurial Law Clinic September 2010 - May 2011
University of Colorado Denver Technology Transfer Office May 2010 - May 2011
Best Buy July 2005 - July 2008
Skills
Intellectual Property, Analysis, Research, Invention, Legal Research, Legal Writing, Public Speaking, Licensing, Real Estate, Contract Negotiation, Negotiation, Due Diligence, Microsoft Office, Westlaw, Estate Planning
Education
University of Colorado School of Law 2009 — 2011
J.D.
Florida State University College of Law 2008 — 2009
Metropolitan State College of Denver 2005 — 2007
B.S., Biology, Speech Communication
Avaya August 2015 - Present
Colorado Division of Labor October 2014 - August 2015
Sage Consulting Group April 2013 - October 2014
Promontory Financial Group, LLC July 2012 - January 2013
Creighton University May 2011 - July 2011
Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Research, Public Speaking, Due Diligence, PowerPoint, Microsoft Excel, Bankruptcy, Microsoft Office, Lexis, Securities, LexisNexis
Education
Creighton University School of Law 2009 — 2012
J.D., Business Concentration
University of Colorado Boulder 2005 — 2009
B.A., Finance
Promontory Financial Group, LLC July 2014 - Present
Global Equity Fund June 2013 - May 2014
Federal Housing Finance Agency October 2013 - December 2013
Access Funding October 2013 - December 2013
East Tennessee State University August 2010 - December 2011
Chinese Students & Scholars Association August 2010 - December 2011
Skills
Financial Modeling, Valuation, Finance, Financial Analysis, Bloomberg, Corporate Finance, Investments, Portfolio Management, Eviews, Economics, Microsoft Excel, Equity Research, Microsoft Office, Accounting, Bloomberg Terminal, PowerPoint, Data Analysis, Financial Accounting, Microsoft Word, Financial Reporting, R, Microsoft SQL Server
Education
University of Maryland College Park 2012 — 2014
Master of science, Finance
East Tennessee State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Dual Degree: Accounting and Finance with honors
Promontory Financial Group, LLC August 2015 - Present
Booz Allen Hamilton May 2013 - Present
Booz Allen Hamilton July 2014 - July 2015
Booz Allen Hamilton September 2009 - May 2013
BearingPoint July 2007 - September 2009
BearingPoint September 2003 - July 2007
TEKsystems December 2001 - September 2003
TEKsystems July 1999 - November 2001
Skills
Executive Performance..., Succession Planning, Program Management, Project Management, Recruiting/Hiring..., Communications and..., Meeting Facilitation, PowerPoint/Deck Writing, Organizational..., Staff Development and...
Education
Georgetown University 2014 — 2014
Change Management Advanced Practitioner Certification, Communications and Change Management, A
Georgetown University 2008 — 2008
Globalization and World Affairs Course, World Affairs, N/A
Yale University - Yale School of Management 2007 — 2007
Strategic Leadership Workshop, School of Management
Virginia Polytechnic Institute and State University 1995 — 1999
Bachelor of Science (B.S.), Psychology and Marketing
Alpha Venture Partners September 2014 - Present
Foundation for the Advancement of Clean Energy Studies April 2012 - Present
NextEra Energy Resources 2014 - August 2014
Datadog March 2014 - June 2014
Boston Pacific Company September 2012 - June 2013
Boston Pacific Company 2009 - September 2012
Promontory Financial Group LLC May 2007 - August 2007
Skills
Microsoft Office, Microsoft SQL Server, Microsoft Excel, Microsoft Word, PowerPoint, Java, Data Modeling, Statistics, Mathematics, Economics, Econometrics, Economic Research, Economic Modeling, Economic Development, Private Pilot, Research, Product Development, Cost Benefit, Price Forecasting, Auctions, Price Setting, Bid Pricing, IRP, Capacity, Energy, Renewable Energy, Natural Gas, Electricity Markets, RTOS, FERC, Spanish, Financial Modeling
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2005 — 2009
B.A.
London School of Economics and Political Science 2008 — 2008
Certification
UVA in Valencia 2008 — 2008
Bachelor of Arts (B.A.)
St. Albans School for Boys 1996 — 2005
Export-Import Bank of the United States/ Gov Contractor January 2015 - July 2015
Cogent Communications May 2012 - December 2014
Promontory Financial Group, LLC July 2011 - April 2012
Goodman Networks September 2009 - July 2011
Comcast Cable March 2007 - December 2008
Brumark and DTG Operations May 2004 - March 2007
Skills
Human Resources, QuickBooks, Payroll, Invoicing, Accounts Payable, Accounting, Account Reconciliation, General Ledger, Analysis, Auditing, Finance, Journal Entries, Financial Analysis, Process Improvement, Budgets, Training, Microsoft Excel, Employee Benefits, Management, PeopleSoft, Financial Statements, Accruals, Fixed Assets, Internal Controls, Banking, Tax, Software Documentation, Data Entry, Spreadsheets, Accounts Receivable, Employee Relations, Sarbanes-Oxley Act, Internal Audit, Customer Service, Microsoft Office, Microsoft Dynamics GP, Project Management
Education
Everett Community College 2009 — 2010
MEDICAL CODING
Promontory Financial Group, LLC March 2013 - Present
Elizabeth Warren for Massachusetts February 2012 - January 2013
Consumer Financial Protection Bureau November 2010 - February 2012
White House February 2009 - October 2010
Morgan Stanley September 1995 - February 2009
Skills
Chartered Financial...
Education
Harvard University
Bachelor's degree, Government
London School of Economics and Political Science
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC September 2012 - October 2014
Hatem Law Office June 2008 - June 2011
Hatem Law Office June 2005 - June 2008
Skills
Mergers, Acquisitions, Joint Ventures, Private Equity, Banking Law, Corporate Law, Compliance, Risk Management, Banking, Finance, Mergers & Acquisitions, Project Finance, Legal Assistance
Education
University of Pennsylvania Law School 2011 — 2012
LL.M., Corporation Law and M&As
Wharton Business School 2011 — 2012
WBLC, Business and Law (Accounting and Corporate Finance)
Georgetown University Law Center 2011 — 2011
LL.M., Foundations of American Law and Legal Studies
Koc University 2004 — 2008
LL.B., Law
Robert Koleji 1999 — 2004
High School, Mathematics, Turkish, Physics
Weill Cornell Medical College October 2013 - Present
Promontory Financial Group, LLC July 2013 - August 2013
OppenheimerFunds January 2013 - May 2013
Forsythe Technology September 2012 - January 2013
BSOD Global Consulting Group December 2008 - October 2012
AllianceBernstein June 2007 - November 2008
XL Capital January 2007 - May 2007
Credit Suisse March 2006 - December 2006
CyberShift, Inc. March 2004 - February 2006
NASDAQ OMX October 2000 - September 2002
Skills
Data Analysis & Modeling, System Design and..., Testing and Defect..., Stakeholder Management, Program Management, Process Improvement, Technical Writing, Project Reporting, Business Analysis, Requirements Management, Requirements Gathering, Requirements Analysis, Requirements..., Project Planning, Change Management, Business Strategy, Project Implementation, Staff Training, MS Project, Visio, Business Continuity, PMP Training Coordinator, Risk Management, Business Development, Analysis, Data Analysis, Disaster Recovery, Management, Management Consulting, PMP, Project Management, Quality Assurance, Requirement..., SDLC, Software Documentation, Start-ups
Education
Queens College 2006 — 2010
MAT, Elementary Education
Columbia University in the City of New York 2002 — 2003
Graduate Certificate, Systems Analysis
Washington University in St. Louis 1978 — 1980
MBA, Finance; Accounting
Lafayette College 1973 — 1977
BA, English
Promontory Financial Group, LLC June 2015 - Present
The Jarrett Firm March 2014 - May 2015
LSU Law Center January 2014 - May 2015
Skills
Microsoft Word, Legal Research, Microsoft Office, Legal Writing, PowerPoint, Research, Public Speaking, Editing, Microsoft Excel, Social Media, Westlaw
Education
Louisiana State University, Paul M. Hebert Law Center 2012 — 2015
Juris Doctor, and Graduate Diploma in Comparative Law
Emmanuel College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Western Union August 2013 - Present
Clayton January 2013 - July 2013
Promontory Financial Group, LLC 2012 - 2013
Sherman & Howard L.L.C September 2012 - November 2012
Seventh Judicial Circuit Court January 2012 - May 2012
Empire Sports Agency – NFL October 2011 - May 2012
Jefferson County Attorney’s Office May 2011 - August 2011
Skills
Legal Research, Westlaw, Legal Writing, Sports Law, Lexis, Document Review, Depositions, Policy, Litigation, PowerPoint, Civil Litigation, LexisNexis
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Metropolitan State University of Denver 2004 — 2008
Bachelor of Science (B.S.), Political Science and Government, 3.49
Promontory Financial Group, LLC 2011 - Present
US Bank Home Mortgage July 2010 - December 2010
Bank of America Home Loans March 2009 - July 2010
Education
Hamline University 2009 — 2011
Master of Business Administration
University of Minnesota-Twin Cities 2007 — 2008
Bachelor of Arts
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
CoBank - Contract Attorney February 2015 - Present
REAL ESTATE MANAGER January 2010 - Present
CoBank 2015 - 2015
CoBank 2015 - 2015
Frontier Airlines, Inc. 2014 - 2014
Promontory Financial Group, LLC June 2011 - January 2013
Pro Staff Personnel Services November 2001 - June 2009
Dobbs Temporary Services, Inc. D/b/a Pro Staff November 2001 - 2009
Menard, Inc November 1999 - November 2001
Menard, Inc October 1999 - November 2001
Skills
Due Diligence, Corporate Law, Process Improvement, Courts, Contract Negotiation, Westlaw, Legal Writing, Asset Management, Corporate Governance, Real Estate, Civil Litigation, Legal Assistance, Project Management, Leases, Commercial Real Estate, Negotiation, Mergers & Acquisitions, Intellectual Property
Education
Drake University Law School 1993 — 1996
JD, Study of Law
DRAKE UNIVERSITY LAW SCHOOL (JD)
DRAKE UNIVERSITY SCHOOL OF LAW
DOCTORATE OF JURISPRUDENCE
University of Oxford 1994 — 1994
international law
MAGDALEN COLLEGE, OXFORD ENGLAND
University of Iowa 1989 — 1993
BA, Political Science, History
University of Iowa
B.A
University of Iowa
BA
COLORADO BAR ASSOCIATION
Deloitte August 2013 - Present
Learning Enterprises September 2010 - August 2013
Students of Georgetown, Inc. June 2011 - April 2013
kWh Anlaytics 2012 - 2013
Promontory Financial Group, LLC June 2012 - August 2012
Honua Solutions August 2010 - July 2012
American Council On Renewable Energy (ACORE) May 2011 - September 2011
Solar Energy Industries Association October 2010 - May 2011
Skills
International Relations, Renewable Energy, Strategy, Policy Analysis, Analysis, Research, Policy, Fundraising, Public Speaking, Microsoft Office, Politics, Sustainability, Visual Analytics, Data Analytics, Tableau, Strategic Sourcing, Sustainability Reporting
Education
Georgetown University 2009 — 2013
Bachelors of Science in Foreign Service, Science, Technology and International Affairs
Georgetown University 2009 — 2013
Bachelors of Science in Foreign Service, Science, Technology and International Affairs
Lexington High School 2005 — 2009
Western Union March 2015 - Present
Promontory Financial Group, LLC October 2013 - March 2015
Home Surety Title & Escrow April 2013 - October 2013
Quantum Land Services LLC January 2013 - April 2013
Promontory Financial Group, LLC October 2011 - January 2013
Pryor Johnson Carney Karr Nixon, P.C May 2009 - August 2009
Dell’Amore Enterprises, Inc September 2006 - May 2007
BasicEparts, Inc January 2005 - September 2006
Skills
Bar Certification -..., Certified Anti-Money...
Education
University of Denver
LL.M, Taxation
Florida Coastal School of Law 2007 — 2010
Doctor of Law (J.D.), Law
University of Vermont
Bachelor of Science, Business Administration
Promontory Financial Group, LLC December 2014 - Present
Demir-Metal Trading Inc. February 2012 - November 2014
Skills
Financial Modeling, Marketing Strategy, Project Management, Financial Analysis, Strategy, Management, Negotiation, Business Strategy, Portfolio Management, Strategic Planning, Trading, Corporate Finance, Market Research, Finance, Business Planning, Risk Management
Education
John Molson School of Business 2009 — 2011
MBA, Finance
Concordia University 2004 — 2008
Electrical Engineering, Telecommunications
Fidelity National Title Group March 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
Creighton University January 2011 - October 2012
Seim, Johnson, Sestak & Quist, LLP 2009 - 2009
Union Pacific Railroad 2006 - 2007
Skills
Legal Writing, Legal Research, Microsoft Excel, Outlook, Accounting, Compliance, Commercial Litigation, Corporate Finance, Legal Issues, Research, Legal Compliance, Contract Negotiation, Mortgage Lending, Bankruptcy, Insurance, Corporate Governance, Analysis, Westlaw, Loans, Real Estate, Policy, Employment Law, Mergers & Acquisitions, Courts, Due Diligence, Microsoft Word, Tax Law, Civil Litigation, Government, Finance, Corporate Law, Litigation, Tax, Appeals, Microsoft Office, PowerPoint, Trials, Public Speaking, Negotiation
Education
Creighton University School of Law 2009 — 2012
Doctor of Law (J.D.)
Creighton University 2004 — 2008
BSBA, Accounting
Cognitive Options Group, LLC April 2013 - Present
Promontory Financial Group, LLC June 2012 - January 2013
Allonhill December 2011 - May 2012
Urban Lending Solutions June 2010 - December 2011
Bank of America January 2009 - March 2010
ReconTrust Company November 2007 - January 2009
Skills
Mortgage Servicing, Loans, Loss Mitigation, Mortgage Lending, Customer Service, Training, Leadership, Loan Origination, FHA, Banking, Microsoft Office, Microsoft Excel, Management, Loan Servicing, Call Centers, Employee Relations, Insurance, Credit, Customer Satisfaction, Analysis, Underwriting, Coaching, Sales, Human Resources
Education
Cornell College 1997 — 2001
Bachelor of Arts, German Studies/Physical Education
Aurora Central High School 1994 — 1997
Diploma, General Studies
Citi June 2015 - Present
Promontory Financial Group, LLC February 2015 - May 2015
Commonwealth Bank June 2014 - August 2014
Hearst Magazines October 2013 - June 2014
Willis June 2013 - July 2013
Washington University in St. Louis September 2012 - May 2013
Bank of China June 2012 - July 2012
Skills
SAS, Matlab, Risk Management, Mandarin, R, Stata, Data Mining, Data Analysis, Economics, Quantitative Analytics, VBA, Analytics, Econometrics, Japanese, SQL, Credit Risk, Database Marketing, Visio, Teradata Data Warehouse, Statistical Arbitrage, SAS Certified Base..., Passed P1 of the..., Mentoring, Basel II, FRM level I
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.), Operations Research
Washington University in St. Louis 2009 — 2013
Bachelor of Arts (BA), Economics, Mathematics
Middlebury College 2012 — 2012
MBA - Marketing & Branding Advisors January 2014 - Present
Experience Uinlimited, Irvine chapter. February 2013 - Present
Branding Optimization Management Consulting June 2012 - Present
Irvine Chapter Experience Unlimited July 2013 - March 2014
Experience Unlimited - Irvine Chapter February 2013 - March 2014
Promontory Financial Group, LLC November 2011 - May 2012
CPR Home Solutions January 2010 - May 2011
Sterling Investment Solutions June 2008 - September 2010
Wachovia, A Wells Fargo Company January 2005 - February 2009
Skills
Investment Properties, Negotiation, Loan Origination, Loans, Residential Mortgages, Investors, Budgets, Advertising, Microsoft Office, Strategic Financial..., Call Center, Investments, Property, Strategic Planning, Contract Negotiation, Commercial Real Estate, Loan Servicing, Foreclosures, Real Estate Transactions, Funding, FHA, Credit, Residential Homes, Real Estate Economics, REO, Real Estate Financing, Training, Leadership, Mortgage Lending, Business Development, Risk Management, Real Estate, Banking, Finance, Social Networking, Due Diligence, Recruiting, Loss Mitigation, Management, Marketing, Analysis, Underwriting, Coaching, Sales, Management Consulting, Executive Management, Competitive Analysis, Selling, Small Business, Team Building
Education
Certification and licenses 1999 — 2013
Damelin 1970 — 1986
Dip. Bus Admin (Dip. BA), Marketing, finance, business administration.
LaMar's Donuts September 2013 - Present
Promontory Financial Group, LLC April 2012 - January 2013
Ricoh Americas Corporation 2013 - 2013
Harvard University June 2008 - September 2011
Skills
Russian, Spanish, Organization, Time Management, Regression Analysis, Linear Regression, Econometrics, Probability Theory, Bayesian inference, Legal Compliance, Office Administration, Facilities Operations, Statistical Modeling, Data Entry, Research, Management, Public Speaking, Microsoft Excel
Education
Harvard College 2007 — 2011
Bachelor's degree, Applied Mathematics & Economics
Promontory Financial Group, LLC April 2004 - Present
BrokerTec Futures Exchange and BrokerTec Clearing co April 2001 - April 2004
Arthur Andersen November 1997 - April 2001
Office of the Comptroller of the Currency June 1993 - June 1996
JPMorgan Futures Inc. March 1981 - June 1993
JPMorgan and Co, Inc September 1979 - June 1993
Baer Marks & Upham September 1975 - June 1979
Skills
derivatives tradi, Capital Markets, Banking Law, Compliance, Risk Management..., Internal Controls
Education
Harvard Law School 1972 — 1975
Doctor of Law (J.D.)
Harvard College 1968 — 1972
A.B., Economics
U.S. Bank 2013 - 2015
Law Offices of Brian M. Davis 2013 - 2013
Promontory Financial Group, LLC 2012 - 2013
Law Office of Nathan Cho 2011 - 2012
Wolfe & Wyman LLP 2010 - 2011
U.S. District Court for the District of Columbia 2009 - 2009
Superior Court of the District of Columbia 2008 - 2008
Skills
Corporate Law, Real Estate, Legal Writing, Litigation, Investments, Due Diligence, Business Planning, Real Estate Transactions, Commercial Real Estate, Small Business, Mortgage Lending, Legal Research, Legal Compliance, Legal Advisory, Bankruptcy, Small Business Law, Commercial Litigation, Corporate Disputes, Mediation, Intellectual Property, Employment Law
Education
Georgetown University Law Center
JD
Cornell University
Certificate, Hotel Real Estate Investments and Asset Management
University of California, Los Angeles
BA, Philosophy
LenderLive Network November 2014 - Present
Colorado Department of Health Care Policy and Finance March 2014 - October 2014
Promontory Financial Group, LLC May 2013 - February 2014
Clayton February 2013 - May 2013
Special Counsel November 2011 - January 2013
Rubin and Debski, P.A. June 2010 - February 2011
BENTEK Energy October 2007 - February 2008
National Park Service February 2007 - September 2007
Skills
Mediation, Microsoft Office, Research, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Public Speaking, Data Analysis, Document Review, Training, Policy Analysis, Loans, Loss Mitigation, Legal Research, Legal Writing, Mortgage Lending, Mortgage Servicing, Legal Compliance, Editing, Residential Mortgages, Foreclosures, Mortgage Banking, Banking, Westlaw, Risk Management, Loan Servicing, Visio, Loan Modifications, Market Research, Document Drafting, Due Diligence, Finance, Credit, Mortgage Underwriting, Process Improvement, Financial Services, Policy, Financial Regulation, Refinance, Legal Documents, Legal Issues, Lexis, FHA, Consumer Lending, Fraud, Financial Institutions, Financial Analysis, Analysis
Education
Florida Coastal School of Law 2008 — 2011
Juris Doctorate, Law
University of Denver - Sturm College of Law 2006 — 2007
Masters of Resource Law Studies, Environmental, Natural Resource, and Oil and Gas Law
University of Minnesota-Twin Cities 2002 — 2004
B.A., English Literature and Psychology
Coldiron Consulting LLC January 2014 - Present
LifeVantage Corp October 2011 - Present
Promontory Financial Group, LLC August 2011 - December 2013
MJ Hecker & Associates November 1990 - December 2010
Skills
Strategic Planning, Team Building, Contract Negotiation, Small Business, Advertising, Marketing Strategy, Entrepreneurship, Public Relations, Leadership, Business Strategy, Strategy, Negotiation, Management, Policy, Litigation, Operations Management, Call Centers, Marketing, New Business Development, Public Speaking, Business Planning, Leadership Development, Coaching, Management Consulting, Start-ups, Sales, Team Leadership
Education
Hamline University School of Law 1984 — 1986
J.D, Law
University of Wisconsin 1979 — 1984
B.B.A, Finance and History
Buckman and Buckman, P.A. 2012 - Present
Hill I.P. Law, P.L.L.C. 2013 - 2013
Promontory Financial Group, LLC 2012 - 2013
Bridging the Music, LLC 2011 - 2011
California Lawyers for the Arts May 2010 - December 2010
Golden Gate University Law Library October 2008 - December 2010
Oliver & Sabec P.C. May 2009 - January 2010
Skills
Entertainment Law, Non-profits, Trademarks, Copyright Law, Entrepreneurship, Nonprofits, Legal Writing, Legal Research, Mediation, Intellectual Property, Westlaw, Licensing, Family Law, Legal Assistance, Criminal Law, Lexis, Arbitration, Contract Law, Corporate Law, Criminal Defense, Document Review, Legal Issues, Document Drafting, Legal Advice, Legal Documents, Personal Injury, Privacy Law, Trademark Infringement, Music Law, Trade Secrets, LexisNexis
Education
Golden Gate University, School of Law 2007 — 2010
J.D., Entertainment Law
Florida State University 2004 — 2007
BA, Creative Writing, Commercial Music
McCarthy & Holthus LLP May 2014 - Present
Clayton Holdings LLC January 2013 - April 2014
Promontory Financial Group, LLC March 2012 - January 2013
Omni Financial April 2011 - March 2012
Seattle Children's Hospital January 2010 - May 2010
Providence Health & Services August 2009 - December 2009
Washington State Office of the Attorney General November 2008 - November 2009
Gonzaga Center for Law & Justice January 2009 - May 2009
Skills
Corporate Law, Employment Law, Risk Management, Licensing, Start-ups, Policy, Banking, Research, Market Research, Loans, Legal Research, Legal Writing
Education
Gonzaga University - School of Business Administration 2008 — 2010
MBA, Business Administration
Gonzaga University School of Law 2007 — 2010
JD, Law
University of Colorado Boulder 2003 — 2007
BS, Finance
Bruce A. Logan, Esquire 1997 - Present
Promontory Financial Group, LLC 2011 - 2013
City of Westminster – City Prosecutor’s Office 2008 - 2010
Holley, Albertson & Polk, P.C 2005 - 2007
Farmers Insurance House Counsel May 2004 - November 2005
Quigley & Bruce 1989 - 1997
Skills
Litigation, Commercial Litigation, Criminal Law, Corporate Law, Appeals, Trials, Courts, Insurance Law, Depositions, Analysis, Real Estate, Negotiation, Construction Law, Trial Practice, Legal Research
Education
Gonzaga University School of Law 1982 — 1984
Juris Doctor, Law
University of Colorado Boulder 1978 — 1981
BA, Political Science
Promontory Financial Group, LLC July 2015 - Present
Paladin Capital Group May 2014 - August 2014
Navigant June 2012 - July 2012
Close Up Foundation June 2010 - July 2010
Skills
Microsoft Excel, Valuation, Financial Analysis, Venture Capital, Start-ups, Cyber-security, Research, Strategy, Microsoft Office, Leadership, French, Economics, Finance
Education
Duke University 2011 — 2015
Bachelor's Degree, Computer Science
Saint Albans School 2007 — 2011
High School
Promontory Financial Group, LLC March 2015 - Present
Urban Lending Solutions September 2014 - January 2015
Urban Lending Solutions May 2012 - September 2014
Wells Fargo Bank February 2006 - April 2010
Skills
Customer Service, Relationship Management, Sales Management, Recruiting, Microsoft Word, Salesforce.com, Team Building, New Business Development, PowerPoint, Account Management, Training, Inventory Management, Research, Budgets, Lotus Notes, Microsoft Excel, Microsoft Office, Event Planning
Education
University of Phoenix 2004 — 2006
MBA, Public Organization
Florida State University - College of Business 1998 — 2003
BS, Applied Economics
Promontory Financial Group, LLC 2012 - Present
Deloitte Consulting 2010 - 2012
Mastercard Worldwide 2007 - 2009
American Express 2001 - 2007
Skills
Financial Analysis, Financial Modeling, Business Process..., Strategy, Mergers & Acquisitions, Finance, Management, Financial Services, Executive Management, Risk Management, Leadership, Analysis, Corporate Finance, Standards Compliance, Business Analysis, Strategic Planning, Management Consulting
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA, Finance
Connecticut College 1988 — 1992
BA, History
Promontory Financial Group, LLC May 2015 - Present
The Potomac Law Group, PLLC 2011 - May 2015
Ergo 2011 - 2013
RRH Capital Management 2005 - 2010
Legg Mason 1999 - 2005
Powervest, Inc. 1997 - 1999
Covington & Burling 1989 - 1997
United States Court of Appeals for the Fourth Circuit 1988 - 1989
Skills
Fluent in French, Research, Emerging Markets, Investments, Consulting, Management
Education
Harvard Law School 1984 — 1987
J.D.
Columbia University in the City of New York 1981 — 1983
A.B., English and American Literature, magna cum laude
University of California, Berkeley 1979 — 1981
SRA International June 2013 - Present
SharePointXperts August 2014 - Present
ZAF IT Consulting Inc March 2013 - Present
Promontory Financial Group, LLC 2012 - 2013
Planet Technologies October 2011 - October 2012
BAE Systems February 2011 - October 2011
Accenture Consulting - GFEBS January 2011 - May 2011
Tiber Creek Consulting August 2010 - December 2010
AT&T Government Solution Inc May 2008 - August 2010
Chainbridge Technologies April 2008 - May 2008
Skills
ASP.NET, Visual Studio, Microsoft Office..., IIS, SharePoint, AJAX, .NET, Web Applications, ADO.NET, jQuery, XSLT, ASP, HTML, CSS, Microsoft SQL Server, Web Services, JavaScript, VB.NET, SharePoint Designer, DHTML, SSRS, Web Development, MySQL, PHP, InfoPath, Databases, Windows Server, Windows 7, TFS, Access, XML, SDLC, Windows XP
Education
George Mason University
Computer Science
George Mason University
Promontory Financial Group, LLC March 2015 - Present
Promontory Financial Group, LLC July 2011 - Present
Fannie Mae February 2005 - February 2011
KPMG/BearingPoint August 1997 - February 2005
Financial Services Consultant November 1992 - July 1997
GE Capital Asset Management Corporation February 1991 - October 1992
Federal Deposit Insurance Corporation/Federal Home Loan Bank Board November 1984 - January 1991
Credit Suisse 1983 - 1984
U.S. Department of Labor 1980 - 1982
U.S. Senate Committee on Small Business & Entrepreneurship 1979 - 1980
Skills
Single-Family Loan..., Project Management, Government Contracting, Agency MBS, German, Swiss German, French, Proposal Writing, Real Estate Asset..., Multi-family, Supervisory Management, Regulatory Projects, Real Estate Asset..., Financial Workouts, Loan Guaranty Programs, Real Estate Due..., Trustee, Asset Management, Due Diligence, Financial Modeling, Foreclosures, Financial Risk, Enterprise Risk..., Credit Risk, Structured Finance, Mortgage Banking, Financial Analysis, Loss Mitigation, Loans, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Real Estate Economics, Financial Structuring, Fixed Income, Business Process..., Market Risk, Capital Markets, Finance, Loan Origination, Banking, Credit Analysis, Emerging Markets, Executive Management, Derivatives, Mortgage Servicing, Corporate Finance, Risk Management, Valuation, Mortgage Lending
Education
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Promontory Financial Group, LLC February 2015 - Present
Orsus Associates February 2014 - September 2014
Deloitte Transactions and Business Analytics LLP June 2014 - August 2014
Georgetown University Office of Sustainability June 2013 - May 2014
Georgetown University's McDonough School of Business June 2013 - May 2014
Georgetown University Student Investment Fund January 2012 - January 2013
PwC's PRTM Management Consulting July 2012 - August 2012
Hilltop Consultants January 2012 - May 2012
Georgetown University Student Investment Fund August 2011 - December 2011
PRTM Management Consultants July 2011 - August 2011
Skills
Financial Analysis, Valuation, Strategy, Financial Modeling, Regulatory Compliance, Model Validation, Anti Money Laundering, Bank Secrecy Act, Tableau, Management Consulting, Market Research, Turkish, Portfolio Management, Project Management, Microsoft Office, Finance, Investments, Spanish, English, Economics, Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2014
Bachelor of Science in Business Administration, Finance
Urbana High School 2007 — 2011
Specialized Loan Servicing, LLC January 2015 - Present
Green Tree Servicing March 2014 - January 2015
Stewart Title September 2013 - January 2014
National Default Sericing, LLC August 2012 - May 2013
National Default Servicing, LLC August 2011 - May 2013
National Default Servicing 2012 - 2013
Promontory Financial Group, LLC November 2011 - June 2012
Promontory Financial Group, LLC October 2011 - June 2012
Bank of America/ March 2011 - November 2011
Green Tree Servicing June 2009 - November 2011
Skills
Loss Mitigation, Bankruptcy, Customer Service, Quality Auditing, Cash Handling Experience, Payment Processing, Quality Assurance, Quality Control, Foreclosures, Loan Modifications, Finance, Default, Payment Card Processing, Mortgage Lending, Loan Servicing, Loans, Credit, Banking, Analysis, Mortgage Banking, Microsoft Office, Mortgage Servicing
Education
Community College of Denver 1991 — 1993
Bookkeeping Certificate, Accounting and Business/Management
Montbello Highschool 1981 — 1986
Highschool Diploma, Basic Skills and Developmental/Remedial Education
Project HOPE June 2014 - Present
Promontory Financial Group, LLC November 2012 - May 2014
McKenna Long & Aldridge LLP February 2012 - June 2012
Holland & Knight LLP February 2008 - February 2012
Miller & Chevalier March 2007 - February 2008
Beveridge & Diamond, P.C. April 2004 - March 2007
Clifford Chance US LLP June 2001 - April 2004
Coudert Brothers May 1999 - May 2001
Skills
Business Development, Strategy, Marketing, Strategic Planning, Marketing Strategy, Social Media, CRM, Research, Event Management, Building Relationships, Social Media Marketing, Business Planning, Editing, Budgets, PowerPoint, Management, Public Speaking, Proposal Writing, Training, Analysis, Project Management, Team Building, Sales
Education
George Mason University 1997 — 2000
M.A., International Business/Trade/Commerce
Oberlin College 1990 — 1994
B.A., Russian Studies
Philadelphia High School for Girls
Promontory Financial Group, LLC June 2011 - Present
Latham & Watkins LLP September 2004 - June 2011
Braun Consulting 2000 - 2001
Education
Harvard Law School 2001 — 2004
J.D.
Harvard University 1996 — 2000
B.A., Social Studies
Laguna Hills High School 1992 — 1996
Promontory Financial Group, LLC June 2015 - Present
ENRAMEX, INC February 2010 - June 2015
Skills
Financial Services, Customer Service, Bank Secrecy Act, Financial Regulation, KYC, Transaction Processing, OFAC, Anti Money Laundering, Financial Risk, Compliance Monitoring, Compliance Training, Risk Management, Due Diligence, Fraud, Suspicious Activity..., Financial Institutions, Legal Compliance, Internal Audit
Education
Front Range Community College
Purple Land Management June 2013 - September 2015
Law Offices of Luke Danielson April 2013 - May 2013
Promontory Financial Group, LLC June 2012 - January 2013
New York Yankees February 2012 - May 2012
Promontory Financial Group, LLC September 2011 - January 2012
All Pro Sports & Entertainment, Inc. August 2010 - September 2011
New York Yankees June 2010 - August 2010
Truhlar and Truhlar, L.L.P. January 2010 - April 2010
Tilt23 LLC May 2009 - December 2009
Lockheed Martin June 2009 - September 2009
Skills
Contract Negotiation, Contract Review, Contract Writing, Research, Market Analysis, Legal Writing, Legal Research, Video, Baseball, Athlete Representation, Contract Management, Trademarks, Sports Coaching, Labor Relations, Wrestling, Editing, Licensing
Education
Major League Baseball Scouting Bureau - Scout Development Program 2014 — 2014
University of Denver - Sturm College of Law 2008 — 2011
J.D., Employment and Labor Law, Sports and Entertainment Law
Duke University 2004 — 2008
B.A., History, Theatre, Markets and Management
Promontory Financial Group, LLC September 2013 - Present
Experian Decision Analytics, Global Consulting Practice, Washington DC area September 2010 - September 2013
Freddie Mac November 2007 - June 2010
Freddie Mac March 2002 - October 2007
Freddie Mac August 1992 - February 2002
Social Security Administration October 1988 - August 1992
Congressional Budget Office August 1980 - August 1983
Skills
Credit Risk, Econometrics, Market Risk, SAS, Capital Markets, Mortgage Lending, Valuation, Financial Modeling, Risk Management, Economics, Analytics, Risk Modeling, Financial Analysis, Financial Risk, Portfolio Management, Statistical Modeling, Predictive Analytics, Credit, Credit Scoring, Statistics, Strategy, Management Consulting, Predictive Modeling, Analysis, Risk Analytics, Basel II, Financial Services, Enterprise Risk..., Banking, Credit Cards, Quantitative Analytics, Operational Risk, Fraud, Operational Risk..., Business Analytics
Education
Cornell University 1983 — 1988
PhD, Economics
Williams College 1976 — 1980
BA, Economics
Ernst & Young Advisory July 2015 - Present
TIAA-CREF January 2015 - May 2015
Promontory Financial Group, LLC June 2014 - August 2014
The World Bank June 2013 - August 2013
Ernst & Young Advisory August 2011 - May 2013
United Nations Industrial Development Organization June 2010 - August 2010
Skills
Management Consulting, Leadership, Business Strategy, Entrepreneurship, Business Process..., Project Management, Emerging Markets, Data Analysis, Risk Management, Corporate Finance, Stata, Management, Financial Modeling, Anti Money Laundering, Analysis, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Finance, Finance and Economic Policy
Columbia Law School
University of Michigan
Bachelor of Science double degrees, Applied Mathematics, Economics
Promontory Financial Group, LLC AnalystRock Creek Global Advisors LLCJune 2014 - June 2015
Washington City Paper January 2014 - May 2014
PolicyMic October 2013 - December 2013
Georgetown University, Institute for the Study of Diplomacy September 2013 - December 2013
NPR June 2013 - August 2013
International Trade Administration August 2012 - April 2013
The Voss Foundation May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, Spanish, French, WordPress, Stata, Editorial, Journalism, Customer Service
Education
Georgetown University 2010 — 2014
BSFS, International Relations and Affairs
Hotchkiss School 2006 — 2010
High School Diploma
Promontory Financial Group, LLC October 2014 - Present
Education
Georgetown University 2008 — 2012
Bachelor of Science (B.S.), International Economics with a concentration in Finance and Commerce
Universidad Alberto Hurtado 2009 — 2009
Study Abroad, Globalization and Development
Parkway Properties August 2015 - Present
Parkway Properties June 2014 - Present
Promontory Financial Group, LLC September 2013 - May 2014
Hogan Lovells US LLP September 2008 - September 2013
Hogan Lovells US LLP May 2007 - August 2007
Clifford Chance US LLP May 2006 - August 2006
Skills
Mergers & Acquisitions, Due Diligence, Securities, Legal Advice, Private Placements, IPO, Equities, Negotiation, Legal Research, Legal Writing, Corporate Law, Securities Regulation
Education
University of Virginia School of Law 2005 — 2008
Doctor of Law (J.D.)
Emory University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Promontory Financial Group, LLC June 2015 - Present
Morrison & Foerster LLP May 2011 - June 2015
Charlotte in 2012 - Democratic National Convention August 2012 - September 2012
State Net, A LexisNexis Company January 2011 - May 2011
U.S. Senator Evan Bayh July 2010 - January 2011
U.S. House of Representatives February 2010 - July 2010
Old Florida Bank 2003 - 2008
Skills
Public Policy, Legislative, Politics, Legislative Research, Legal Research, Microsoft Office, Financial Analysis, Financial Reporting, Legislative Relations, Policy Analysis, Community Outreach, Legislation, Public Speaking
Education
Florida Gulf Coast University 2005 — 2009
BS, Finance
Horowitz Legal Services, LLC 2015 - Present
Clear Creek Consulting, Inc. 2013 - 2014
Promontory Financial Group, LLC 2012 - 2013
Railey, Harding & Allen, PA 2012 - 2012
Aetna Specialty Pharmacy 2005 - 2007
Skills
Estate & Gift Taxation, Fiduciary Income Tax, Partnership Taxation, Corporate Tax, Corporate Law, Tax Dispute Resolution, Healthcare Law
Education
University of Denver - Sturm College of Law 2014 — 2016
Master of Laws (LL.M.), Taxation
Florida Agricultural and Mechanical University, College of Law 2009 — 2012
Juris Doctorate (J.D.)
University of Central Florida
Bachelor's Degree, Philosophy
Promontory Financial Group, LLC November 2014 - December 2014
Promontory Financial Group, LLC September 2014 - November 2014
Promontory Financial Group, LLC April 2014 - September 2014
Promontory Financial Group, LLC September 2013 - February 2014
Promontory Financial Group, LLC November 2011 - January 2013
Mortgage Outreach Services/NuView Financial Services July 2009 - November 2011
Bank of America December 2007 - December 2008
Bank of America October 2005 - December 2007
MWG Group July 2003 - October 2005
Cosmi Corporation May 2000 - July 2003
Education
Cypress College
Optima Tax Relief August 2013 - Present
Promontory Financial Group, LLC October 2011 - January 2013
Opus and Andrei's February 2010 - January 2012
Inkor Communications February 2009 - October 2009
Contracted July 2006 - February 2009
Homefield Financial August 2005 - July 2006
ditech.com/GMAC Mortgage November 2002 - August 2005
Skills
Loans, Mortgage Lending, Loan Origination, Finance, Compliance, Management, Coaching, Auditing, Residential Mortgages, Loss Mitigation, Foreclosures, FHA, Mortgage Banking, Sales, Credit, Loan Servicing, USDA, Underwriting, Mortgage Underwriting, Real Estate, Refinance, Investment Properties, Loan Modifications, Credit Analysis, FHA financing
Education
DeVry University 2008 — 2011
Bachelors of Science, Business, Finance and Technical Management, 3.9 G.P.A., Graduated Magna Cum Laude
California Department of Real Estate
Department of Real Estate, Salesperson License # 01797324 (Active), Real Estate
Cypress College 1991 — 1997
General Education, Advertising/Graphics Design, Pre-Medical
Cerritos High School
Diploma, College Prep
Perkins Coie LLP July 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP September 2013 - June 2015
U.S. Court of Appeals July 2012 - July 2013
U.S. Department of State June 2010 - August 2010
Promontory Financial Group, LLC August 2007 - April 2009
Education
Harvard Law School 2009 — 2012
JD, magna cum laude
Yale University 2003 — 2007
BA, magna cum laude, History and Political Science
Iowa City High School 1999 — 2003
Promontory Financial Group, LLC July 2013 - Present
PNC June 2012 - August 2012
PNC June 2011 - August 2011
UNDP September 2008 - June 2009
Skills
Financial Analysis, Analysis, Valuation, Data Analysis, Financial Modeling, Microsoft Excel, Research, Public Speaking, Microsoft Word, Finance, Analytics, Microsoft Office, PowerPoint, Risk Management, Banking
Education
Georgetown University 2009 — 2013
Bachelor of Science in Business Administration, Finance and International Business Double Major with French Minor
London School of Economics and Political Science 2011 — 2012
General Course - Full Year Abroad
Paris Chamber of Commerce and Industry (CCIP)
Summer Study Abroad
Millennium Solutions, LLC April 2000 - January 2015
Prospect Mortgage February 2014 - July 2014
Concentrus April 2013 - December 2013
Promontory Financial Group, LLC November 2011 - January 2013
Mortgage Aid Services November 2009 - January 2013
Law Office of Fransen and Molinaro February 2009 - November 2009
Loan Safe Solutions October 2007 - February 2009
Prudential Financial June 1989 - December 1997
Skills
Windows 7, Microsoft SQL Server, Active Directory, Windows Server, Network Administration, SDLC, Mortgage Lending, Credit, Mortgage Banking, Risk Management, Loans, Financial Services, Finance, Access, Underwriting, Loss Mitigation, Foreclosures, Residential Mortgages, Loan Origination, Loan Servicing, Analysis, Management, Banking, Leadership
Education
Eastern Washington University
Gonzaga Prep
The University of Montana
Promontory Financial Group, LLC June 2015 - Present
Fenway Summer LLC June 2013 - June 2015
Consumer Financial Protection Bureau June 2011 - June 2013
Ginnie Mae June 2010 - June 2011
SAIS, LLC March 2008 - May 2010
Capital One 2005 - 2008
Fannie Mae 2001 - 2005
Pedestal Inc. 1999 - 2001
National Cooperative Bank June 1997 - December 1999
BlackRock May 1995 - April 1997
Skills
Capital Markets, Securitization, Mortgage Servicing, Blues Guitar, Asset Management, Banking, Business Process..., Change Management, Corporate Finance, Credit, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Services, Financial Modeling, Loans, Management Consulting, Mergers, Mortgage Banking, Mortgage Lending, Portfolio Management, Program Management, Risk Management, Strategy, Valuation
Education
University of Michigan 1989 — 1991
MBA, Finance
Georgetown University 1983 — 1987
Georgetown Preparatory School 1979 — 1983
Deloitte Corporate Finance LLC June 2015 - August 2015
Promontory Financial Group, LLC November 2013 - July 2014
Promontory Financial Group, LLC September 2011 - October 2013
Promontory Financial Group, LLC June 2010 - August 2011
Skills
Research
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Haverford College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
Promontory Financial Group, LLC 2007 - Present
Fannie Mae April 2006 - April 2007
The Office of the Comptroller of the Currency, Risk Analysis Division March 1999 - April 2006
The US Treasury, Office of Tax Policy (Tax Analysis) September 1992 - March 1999
Univeristy of Southern California School of Business Administration September 1988 - August 1992
Skills
Basel II, Financial Risk, Enterprise Risk..., Operational Risk, Valuation, Economic Capital, Credit, AML, Regulations, Financial Modeling, Capital Markets, Credit Risk, Fixed Income, Risk Management, Portfolio Management, Market Risk, Derivatives, Economics, Financial Analysis, Banking
Education
Cornell University 1983 — 1990
PhD, Economics
Syracuse University 1980 — 1983
B.A., Economics, Policy Studies
Antero Resources January 2014 - Present
Antero Resources October 2013 - January 2014
Jackson National Asset Management, LLC September 2013 - October 2013
Janus Capital Group April 2013 - June 2013
Promontory Financial Group, LLC October 2012 - January 2013
Allied Jewish Federation of Colorado 2013 - 2013
United States Attorney's Office 2012 - 2012
Skills
Legal Research, Legal Writing, Administrative Law, Westlaw, Document Review, Courts, Legal Assistance, Civil Litigation, Policy Analysis, Microsoft Office, Editing, Litigation, Commercial Litigation, Public Policy, Public Speaking, Criminal Law, Research, Non-profits, Mediation, Event Planning, Fundraising, Family Law, Discovery Accelerator
Education
Hamline University School of Law 2009 — 2012
Doctor of Law (J.D.), Health law Certificate
University of Wisconsin-Platteville 2005 — 2009
Bachelor of Arts (B.A.), Criminal Justice & Political Science
Western Union December 2013 - Present
Colorado Department of Labor and Employment March 2013 - December 2013
Promontory Financial Group, LLC November 2012 - January 2013
Senator Michael F. Bennet October 2012 - November 2012
Charles Schwab December 2011 - January 2012
Adams County Probation July 2011 - December 2011
MoneyGram International January 2010 - January 2011
Bank of America June 2006 - February 2009
Nextra Litigation Solutions October 2005 - June 2006
Skills
Legal Research, Fraud, Legal Writing, Research, Policy, Public Speaking, USA PATRIOT Act, AML, OFAC, Program Development, Nonprofits, Leadership, Community Outreach, Policy Analysis, Non-profits, Courts, Event Planning, Westlaw, Teaching, Analysis, Training, Interviews, Customer Service, Process Improvement
Education
University of Colorado at Denver 2012 — 2014
Master of Public Administration (MPA), Public Administration Concentration: Emergency Management
Oklahoma City University School of Law 2002 — 2005
JD, Law
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Classical Civilizations
Promontory Financial Group, LLC April 2015 - Present
New York State Department of Financial Services June 2013 - April 2015
Columbia Business School September 2011 - June 2013
Golden Seeds 2012 - 2012
Berkery, Noyes & Co., LLC December 2010 - May 2011
Simon & Schuster June 2006 - October 2010
Education
Columbia Business School 2011 — 2013
MBA
Williams College 2002 — 2006
Bachelor of Arts (B.A.), English and History
Bronxvile High School
Melanie Gowen Design LLC 2013 - Present
The Nantucket Chronicle October 2014 - 2014
Williams-Sonoma, Inc. 2014 - 2014
Bluestone Financial Advisors, LLC 2013 - 2014
iCare September 2012 - September 2013
Promontory Financial Group, LLC August 2009 - October 2012
Cornell University April 2006 - June 2009
Tucker Blair, LLC February 2008 - May 2009
Vineyard Vines June 2007 - May 2009
Cornell University August 2008 - December 2008
Skills
Research, Entrepreneurship, Project Management, Public Speaking, Leadership, Market Research, Organizational..., Event Planning, Marketing, Business Development, Proposal Writing, Editing, Creative Solutions, Press Releases, Business Strategy, Advertising, Brand Development, Management Consulting, Sustainability, Product Development, Strategic Communications, Community Outreach, Event Management, Program Management, Strategy, Brand Management, Vacation Homes, Interior Design, Partnership Marketing, Brand Positioning...
Education
Cornell University 2005 — 2009
B.S., Design Strategy, Concentration in Entrepreneurship & Organizational Leadership
Lorenzo de' Medici Institute 2008 — 2008
International Marketing & Retail Design
National Cathedral School 2000 — 2005
Washington Ballet School 1992 — 2004
Murch Elementary School 1992 — 1999
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC June 2012 - September 2014
Hilltop Advisors June 2011 - June 2012
National Strategies, Inc. January 2011 - May 2011
Skills
Research, Economics, Financial Modeling, Strategic Planning, Project Management, Financial Analysis, Data Analysis, PowerPoint, Microsoft Excel, Policy, Microsoft Office, Data Management, Banking, Software Documentation, Finance, Process Improvement, Auditing, Access, Government, Training, Risk Management, Analysis
Education
Georgetown University 2008 — 2011
B.A., Economics, Studio Art
University of California, Santa Barbara 2007 — 2008
B.A., Business Economics with an Emphasis in Accounting
Menlo School 2003 — 2007
Promontory Financial Group, LLC July 2012 - Present
Education
The George Washington University Law School 2015 — 2019
Juris Doctor (J.D.)
Georgetown University 2010 — 2012
Master
Center for Media and Public Affairs January 2015 - Present
Promontory Financial Group, LLC August 2011 - August 2012
U.S. Department of Justice October 2010 - May 2011
Village of Mamaroneck June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visio, Training, Government, Data Analysis, Analysis, Research, Editing, Policy, Policy Analysis
Education
George Mason University
Master of Public Administration (MPA), Applied Politics
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Political Science & Criminal Justice, 3.8
Rye Neck Senior High School
Promontory Financial Group, LLC April 2013 - May 2015
Public Defender Service January 2013 - April 2013
Tampa Bay Rays March 2012 - October 2012
Skills
Data Analysis, Research, Editing, Microsoft Excel, Microsoft Office, Policy Analysis, PowerPoint, Legal Research
Education
Harvard Law School 2015 — 2018
Doctor of Law (JD)
Yale University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Promontory Financial Group, LLC 2015 — Present
Morgan Stanley 2013 — 2015
Morgan Stanley 2011 — 2013
Morgan Stanley 2009 — 2011
Accenture 2004 — 2009
Skills
Management Consulting, Business Analysis, Valuation, Financial Modeling, Operating Models, Cost Reduction..., Equities, Fixed Income, Program Management, Strategic Planning, Structured Finance, Business Transformation, Product Management, Electronic Trading, Corporate Communications, Change Management, Strategy, Stakeholder Management, Project Portfolio..., Analysis, Business Process Design, SDLC, Business Development, Leadership, Entrepreneurship, Management, CRM, Consulting
Education
Georgia Institute of Technology ... — 2004
BSE, Electrical Engineering
Promontory Financial Group, LLC October 2014 - Present
Promontory Financial Group, LLC August 2010 - September 2014
Yale University June 2010 - August 2010
Yale School of Management September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Economics, Strategy, Data Analysis, Capital Markets, Private Equity, Mergers & Acquisitions, Research
Education
Georgetown University Law Center 2011 — 2015
Doctor of Law (J.D.), International Law and Legal Studies
Yale University - Yale School of Management 2007 — 2010
MBA, Business & Management
Tsinghua University 2003 — 2007
Bachelor of Science (B.S.), Economics and Finance
Promontory Financial Group, LLC May 2014 - Present
U.S. Treasury - Office of Financial Research May 2012 - May 2014
U.S. Department of Justice September 2010 - May 2012
Booz Allen Hamilton March 2008 - September 2010
Harvard University 2005 - 2007
Skills
Policy Analysis, Change Management, Project Management, Education Policy, Policy, Business Process..., Public Policy, Government, Management Consulting, Organizational Design, Organizational..., Program Management, Data Analysis, Strategic Consulting, Economics, National Security, Research, Risk Management, Strategy, Business Analysis
Education
London School of Economics and Political Science 2009 — 2010
Master of Science
Harvard University 2004 — 2007
Bachelor of Arts
AlloSource February 2013 - Present
Promontory Financial Group, LLC November 2012 - January 2013
Statline January 2012 - August 2012
Simpson Housing August 2007 - December 2011
Fujitsu Consulting October 2005 - September 2006
New Horizons Computer Learning Center October 1995 - September 2005
The TMR Group August 1994 - July 1995
Ann Taylor, Inc 1986 - 1993
Skills
C# .NET, VB .NET, SQL Server, VB.NET, C#, JavaScript, Microsoft SQL Server, Databases, T-SQL, Visual Studio, Visual Basic, Software Development, SSRS, SDLC, Database Design, SQL, ASP.NET, .NET, Business Intelligence, HTML, SSIS, SharePoint, Software Documentation, Visio, Access, VBScript, IIS, Relational Databases, Training
Education
George Mason University 1989 — 1992
Bachelor of Science, Education
South Lakes 1981 — 1985
Promontory Financial Group, LLC July 2014 - Present
Promontory Financial Group May 2004 - Present
Providian Financial Corp. 1999 - 2004
World Savings November 1996 - June 1999
OCC April 1993 - October 1996
United States Senate April 1989 - April 1993
Dewey Ballantine LLP September 1987 - April 1989
Skills
Compliance, Risk Management, Financial Services, Credit, Banking, Credit Risk, Corporate Governance, Financial Risk, Securities, Financial Analysis, Portfolio Management, Loans, Finance, Mortgage Lending, Executive Management, AML
Education
Harvard Law School 1984 — 1987
J.D.
Harvard University Kennedy School of Government 1983 — 1987
MPP
Reed College 1977 — 1981
B.A., Political Science
Promontory Financial Group, LLC January 2010 - Present
AcademyHealth November 2005 - January 2007
Ourisman Automotive October 2003 - September 2005
Northstar at Tahoe October 2001 - October 2003
US Army - 464th Transportation Co. April 1995 - April 2003
Orblynx October 2000 - May 2001
Lifescape October 1999 - May 2000
Digital Video Express (DIVX) March 1998 - September 1999
Skills
Program Management, Project Management, Strategic Planning
Education
Thunderbird School of Global Management 2007 — 2008
George Mason University 1995 — 2005
BA
James Madison University 1992 — 1994
Retired September 2015 - Present
First Data Corporation July 2014 - September 2015
Promontory Financial Group, LLC April 2014 - July 2014
HSBC North America Risk Management November 2008 - December 2013
HSBC Finance Corporation January 2004 - November 2008
HSBC 2001 - 2008
HSBC Finance Corporation May 2003 - 2005
HSBC Finance Corporation February 2002 - May 2003
Discover Financial Services January 1996 - January 2000
Skills
AML, Financial Risk, Operational Risk, Retail Banking, Credit Cards, OFAC, Risk Management, Portfolio Management, Credit Risk, USA PATRIOT Act, Credit, Banking, Governance, Fraud, Business Process..., Anti Money Laundering
Education
Delaware State University 1991 — 1995
BS, Business Administration
Delaware State University, Delaware 1988 — 1995
B.S, Business Administration
Lake Forest High School 1983 — 1986
Promontory Financial Group, LLC October 2015 - Present
Promontory Financial Group, LLC January 2012 - September 2015
Promontory Financial Group, LLC January 2009 - December 2011
Promontory Financial Group, LLC October 2004 - December 2008
Center for Public Opinion January 2003 - May 2004
Skills
Securities, Risk Management, Capital Markets, Financial Risk, Corporate Governance, Credit Risk, Banking, Auditing, Credit, AML, Enterprise Risk..., Financial Services
Education
The George Washington University 2004 — 2005
Political Science
Elon University 2000 — 2004
B.A., Political Science and Economics
Abbott Capital Management, LLC July 2014 - Present
US Small Business Administration August 2012 - May 2013
Georgetown University's McDonough School of Business August 2011 - May 2013
Promontory Financial Group, LLC June 2012 - August 2012
Cambridge Associates February 2009 - July 2011
Banana Republic September 2007 - March 2010
Kleimann Communication Group July 2008 - February 2009
Science Magazine July 2007 - July 2008
Joseph Mark Lauinger Library - Georgetown University September 2003 - May 2007
American Institute for Medical and Biological Engineering May 2005 - August 2005
Skills
Valuation, Investments, Due Diligence, Project Management, Research, People-oriented, Finance, Maintaining Strong..., Qualitative Research, Investment Management, Team Leadership, Leadership, Creative Writing, Equity Valuation, Fund Of Funds, DCF Valuation, Investment Strategies, Public Speaking, Brand Equity, Highly detail oriented, Portfolio Management, Simplifying the Complex, Writing, Limited Partnerships, Buy-side, Investing, Manager Selection, Creativity, Social Psychology, Communication Skills, Non-profit Boards, Investors, Meeting Facilitation, Fundraising, Financial Statement..., Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Alternative Investments, Bloomberg, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
AB, English, Psychology
University of East Anglia 2006 — 2006
Creative Writing
Promontory Financial Group, LLC March 2013 - Present
MSM Industries October 2010 - March 2013
Promontory Financial Group, LLC December 2011 - January 2013
Pace University School of Law August 2010 - August 2011
Alliance of Small Island States September 2009 - August 2010
Pace Energy & Climate Center 2008 - 2010
Skills
Legal Research, Environmental Awareness, Climate Change, Legal Writing, Environmental Policy, Westlaw, Environmental Law, Research, Policy Analysis, Due Diligence, Sustainability, Sustainable Development
Education
Pace University School of Law 2010 — 2011
LLM, Climate Change & Sustainable Development
Pace University School of Law 2008 — 2010
JD, Environmental & Energy Law
Fordham University 2006 — 2007
MA, American History
Yale University 2002 — 2006
BA, Italian Renaissance Literature
Fordham Preparatory School 1998 — 2002
Promontory Financial Group LLC August 2012 - Present
Nexus Infrastructure LLC March 2009 - December 2012
Infrastructure Management Group, Inc. March 2007 - February 2009
Promontory Financial Group, LLC June 2004 - March 2007
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurial Management, Real Estate
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance & International Business
The Pingry School
MUFG Union Bank July 2014 - Present
Union Bank May 2009 - Present
Promontory Financial Group, LLC October 2008 - May 2009
Washington Mutual January 2006 - June 2008
Providian Financial January 1996 - December 2005
UBS July 1986 - August 1995
Skills
Liquidity Risk, Spokesperson, Capital Markets, Credit, Banking, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1986
MBA, Finance
Wellesley College
BA, Russian language and literature
Solomon Edwards Group September 2015 - Present
Consultant or Permanent Position January 2015 - Present
NorthStar Anesthesia, P.A. December 2013 - January 2015
Sienna Medical March 2010 - December 2013
SolomonEdwards June 2013 - July 2013
US SBA February 2013 - May 2013
G6 Hospitality & Accor Hotels August 2012 - January 2013
Promontory Financial Group, LLC November 2011 - April 2012
Independent Consultant 2008 - November 2011
Park Row Lighting 2008 - 2009
Skills
Financial Reporting, Account Reconciliation, General Ledger, Accounting, Financial Analysis, Customized Financial..., Mortgage Modification, Mortgage Compliance, Insurance Regulatory, Mortgage Bankruptcy, Mortgage SCRA, Banking Consultant, FDIC Projects, PeopleSoft, Process Improvement, Human Resources, Banking, Cash Management, Managerial Finance, Lotus Notes, Auditing, Strategic Financial..., Microsoft Excel, Forecasting, Accounts Receivable, Employee Benefits, Accounts Payable, Risk Management, Finance, Management, Budgets, SAP, Access, GAAP, IT Problem Solver, Cash Flow, Cost Accounting, Financial Statements, Revenue Recognition, Journal Entries, Analysis, Hyperion Enterprise, Insurance, Mortgage Lending, Due Diligence, Financial Accounting, Internal Audit, Start-ups, Financial Modeling, Internal Controls
Education
Pennsylvania State University 1979 — 1980
Bachelor of Science (BS), Accounting
Harrisburg Area Community College 1977 — 1978
Associate of Arts (A.A.), Business Administration and Management, General
Promontory Financial Group, LLC March 2012 - Present
AMS Servcing 2013 - 2014
AMS Servcing 2013 - 2014
HSBC Mortgage Corp January 2011 - March 2012
ServiceLink January 2010 - December 2010
ServiceLink, a division of FNF January 2010 - December 2010
Wells Fargo Home Mortgage March 2009 - January 2010
Wells Fargo Home Mortgage March 2008 - January 2010
2009-2010Wells Fargo Home Mortgage October 2007 - December 2009
Wells Fargo Home Mortgage 2007 - 2008
Skills
Mortgage Lending, Loans, Residential Mortgages, Credit, Real Estate, Foreclosures, Mortgage Banking, FHA, Sellers, Mortgage Underwriting, Loan Origination, Refinance, VA loans, USDA, Loan Modifications, Finance, FHA financing, Underwriting, Investors, Mortgage Servicing, Banking, Loss Mitigation, Credit Analysis, Credit Risk, Loan Servicing, Financial Services, Financial Risk, Consumer Lending, Property, Construction Loans, Portfolio Management
Education
Erie Community College 1983 — 1986
AAS, Business
KENMORE EAST SR HIGH 1980 — 1983
Regents Diploma
Promontory Financial Group, LLC July 2015 - Present
UNForgotten Fund May 2012 - Present
Promontory Interfinancial Network June 2013 - June 2015
Cornell University January 2013 - April 2013
Department of Justice 2013 - 2013
KIPP DC October 2009 - June 2011
Bierman, Geesing, & Ward, LLC May 2009 - October 2009
DC VOICE August 2008 - May 2009
Viacom May 2008 - August 2008
Black Entertainment Television December 2007 - May 2008
Skills
Data Analysis, Nonprofits, Policy Analysis, Community Outreach, Microsoft Office, Strategic Planning, Microsoft Excel, Residential Mortgages, Business Strategy, Qualitative Research, Cost Benefit, Contract Negotiation, Research, Analysis
Education
Georgetown University School of Continuing Studies 2014 — 2015
MPS, Real Estate Finance and Development
Cornell University 2011 — 2013
MPA, Public Policy and Administration
Georgetown University 2005 — 2009
B.S, Sociology (Justice Analysis)
Forsyth Country Day School 2002 — 2005
High School, 10th- 12th
Summit School 1993 — 2002
K- 9th
Santander Bank, N.A. December 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - December 2014
Promontory Financial Group, LLC July 2013 - January 2014
United States Department of the Treasury - Office of the Comptroller of the Currency January 2007 - June 2013
Unilever August 2006 - January 2007
Eastern Connecticut State University January 2006 - July 2006
University of Central Florida January 2004 - December 2005
Profine (InCharge) Debt Solutions April 2003 - January 2004
University of Central Florida August 2002 - April 2003
Connecticut Center for Economic Analysis, UCONN June 2001 - August 2002
Skills
Public Policy, Policy, Analysis, Policy Analysis, Mathematics, Quantification, Government, Basel III, Basel II, Operational Risk..., Optimization, Mathematical Modeling, Mathematical Programming, Simulation Modeling, Stress Testing, Counterparty Risk, Statistical Modeling, Statistical Data..., Bayesian statistics, Enterprise Risk..., Economic Capital, Regulatory Capital, ICAAP, Applied Probability, Stochastic Processes, Monte Carlo Simulation, Discrete Event..., Statistical Computing, Statistical Programming, Financial Risk, R, S-Plus, Matlab, Simulink, Credit Risk, Financial Modeling, Risk Management, Banking, Finance, Fixed Income, Market Risk, Portfolio Management
Education
University of Central Florida 2003 — 2006
Doctor of Philosophy (PhD), Engineering and Operations Research
University of Central Florida 2002 — 2004
Master of Science (MS), Operations Research
University of Connecticut 2000 — 2002
Master of Arts (MA), Mathematical Economics
Eastern Connecticut State University 1995 — 1999
Bachelor of Arts (BA), Mathematics and Economics
Colorado Legal Services May 2013 - Present
Promontory Financial Group, LLC August 2012 - January 2013
Colorado Legal Services February 2012 - July 2012
Florida Coastal School of Law August 2009 - December 2010
Judge Marcia Morales Howard August 2010 - November 2010
Law Offices of Fred Tromberg May 2010 - November 2010
Three Rivers Legal Services June 2009 - August 2009
Cellular One of East Texas September 2006 - August 2008
Skills
Legal Research, Westlaw, Lexis, Legal Writing, Editing, Microsoft Office, PowerPoint, Research, Microsoft Word, Courts, Litigation, Depositions, Family Law, Legal Assistance, Civil Litigation
Education
Florida Coastal School of Law 2008 — 2011
JD, Law
University of North Texas 2003 — 2005
MA, English
University of North Texas 2001 — 2003
BA, English
Interval International April 2013 - Present
Promontory Financial Group, LLC September 2011 - February 2013
OneWest Bank June 2010 - September 2011
Eagle Communty CU August 2007 - April 2010
United Rentals February 2006 - August 2007
NextGen Healthcare Information Systems May 2005 - February 2006
Triad Financial June 1999 - March 2005
Skills
Banruptcy Specialist, Credit Analysis, Loss Recovery, Loss Mitigation, Outbound Calling, FDCPA Certified, FCRA Certified, Commercial Collections, Consumer Collection, Skip Tracing, Foreclosures, Auditing, Third Party Collections, Post Charge-Off..., Account Reconciliation, Customer Service
Education
Fullerton College 2013 — 2014
Associate of Arts (AA), Paralegal Studies
Cypress College 1997 — 1999
AA, Business Law
Public Company Accounting Oversight Board February 2007 - Present
Promontory Financial Group, LLC March 2001 - February 2007
Federal Deposit Insurance Corporation January 2000 - April 2001
Office of the Comptroller of the Currency February 1997 - April 2000
Skills
Media Relations, Crisis Communications, Strategic Communications, Policy, Policy Analysis, Press Releases, Internal Communications, Corporate Communications, Public Affairs, Public Relations, Speech Writing, Crisis Management, Communication Training, Public Policy, Economics, Message Development, Storytelling, Journalism, Government, Editing, Publications, Feature Articles, Web Content, Newsletters, Finance, Public Speaking, Copy Editing, Research, Social Media, AP Style, Reputation Management, Spokesperson, Blogging, Copywriting, Politics, Financial Services, News Writing, Banking, Communications Planning, Content Management, Legislative Relations, Content Development, Newspapers, Proofreading, Political Campaigns, Publicity, Political Communication
Education
Columbia University - Graduate School of Journalism 1989 — 1990
masters, Journalism
Cornell University
AB, History
Promontory Financial Group, LLC June 2012 - January 2013
Hardest Hit Fund/HomeSafe Georgia October 2011 - May 2012
Apple One September 2010 - February 2011
Mortgage Match August 2009 - September 2010
Taylor Bean Whittaker March 2009 - August 2009
Primary Residential Mortgage March 2005 - February 2009
IBM 1978 - 1992
Skills
Negotiation, Interviewing Skills, Mortgage Lending, Loans, Underwriting, Appraisals, FHA, Mortgage Banking, Mortgage Underwriting, Credit, USDA, Refinance, Loan Origination, Residential Mortgages, Funding, Credit Analysis, First Time Home Buyers, Insurance, Real Estate, Banking
Education
Cornell University 1969 — 1973
BS, Human Develoment & Family Studies
Promontory Financial Group, LLC May 2015 - Present
Littler Mendelson October 2011 - May 2015
Judge Harvey Bartle III (E.D. Pa.) August 2009 - September 2011
Miller, Alfano & Raspanti June 2005 - August 2006
Skills
Legal Research, Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Microsoft Excel, Research, Public Speaking, Westlaw, Litigation, Civil Litigation, Teamwork, English, Courts, Intellectual Property, Employment Law, Negotiation, Client Rapport
Education
Columbia University School of Law 2006 — 2009
Doctor of Law (JD)
University of Chicago 2002 — 2005
A.B., Law, Letters & Society
Promontory Financial Group, LLC September 2011 - Present
Your Castle Real Estate, LLC June 2011 - Present
Your Castle Real Estate January 2006 - Present
Loomis Fargo & Co. February 1997 - May 2007
Skills
Foreclosures, Short Sales, Real Estate
Education
Front Range Community College 2002 — 2004
AAS, Accounting
Colorado Department of Health Care Policy & Financing - HCPF February 2014 - Present
Hudson Legal February 2013 - February 2014
Christine C Nierenz, Attorney at Law May 2012 - February 2014
Promontory Financial Group, LLC July 2012 - January 2013
State of Colorado Department of Revenue October 2008 - May 2012
The Harris Law Firm April 2003 - October 2008
Skills
Family Law, Parenting Time, Legal Writing, Legal Research, Appeals, Mediation, Litigation, Criminal Law, Hearings, Courts, Litigation Support, Trials
Education
Drake University Law School 1995 — 1998
J.D.
University of Colorado at Boulder 1991 — 1995
B.S., Business/Accounting
Kahuna Ventures, LLC January 2015 - Present
Law Office of Kylie J. Ohringer April 2013 - August 2015
Boulder County June 2014 - December 2014
Leventhal Brown & Puga October 2012 - June 2013
Promontory Financial Group, LLC September 2011 - June 2012
Webfilings LLC April 2011 - July 2011
Drake Legal Clinic January 2011 - May 2011
Brick Gentry P.C. June 2009 - April 2011
University of Colorado Football Recruiting Department May 2007 - August 2008
Boulder Outlook Hotel January 2008 - April 2008
Skills
Legal Writing, Legal Research, Contract Negotiation, Litigation, Negotiation, Research, Public Speaking, Intellectual Property, Criminal Law, Microsoft Office, PowerPoint, Microsoft Excel, Mergers & Acquisitions, Marketing, Financial Analysis, Financial Modeling, Social Media, Legal Compliance
Education
Drake University 2008 — 2011
J.D., Law
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.A., Accounting
Promontory Financial Group, LLC April 2015 - Present
Promontory Financial Group, LLC August 2011 - April 2015
Booz Allen Hamilton June 2010 - August 2010
UMI Publications September 2007 - August 2009
Southwestern Company May 2004 - August 2007
Skills
Financial Modeling, Market Research, Competitive Analysis, Valuation, Asset Management, Corporate Finance, Strategy, Due Diligence, Mergers & Acquisitions, Financial Analysis, Private Equity, Investments, Management Consulting, Emerging Markets, Venture Capital, Portfolio Management, Investment Banking, Economics, Capital Markets, Finance, Equities, Hedge Funds
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Duke University
Economics, History
Charlotte Country Day School
Self-employed January 2014 - Present
Senter Goldfarb & Rice, L.L.C. April 2013 - September 2013
Promontory Financial Group, LLC August 2012 - January 2013
Colorado Court of Appeals January 2011 - August 2012
Colordo Court of Appeals May 2010 - August 2010
Secure World Foundation May 2009 - December 2009
University of Nebraska College of Law September 2008 - November 2008
Colorado Court of Appeals January 2007 - July 2008
Fifteenth Judicial District, Colorado December 2006 - December 2006
Elkus & Sisson, P.C. May 2006 - August 2006
Skills
Courts, Legal Research, Research, International Trade, Litigation, Appeals, Legal Issues, Legal Writing, Civil Litigation, Westlaw, Criminal Law, Immigration Law, Depositions, Trials, Hearings, International Law, Policy, Legal Assistance, Commercial Litigation, Motions, Legal Advice
Education
University of Nebraska College of Law 2008 — 2009
LL.M., Space and Telecommunications Law
University of Colorado School of Law 2002 — 2005
J.D., Law
Hobart and William Smith Colleges 1986 — 1989
B.A., Comparative Literature
Finger Lakes Community College 1984 — 1986
A.S., Business Administration
U.S. Department of the Treasury September 2014 - Present
Duke University School of Law June 2007 - Present
Georgetown University Law Center January 2008 - Present
National Stock Exchange, Inc. February 2012 - September 2014
Promontory Financial Group, LLC October 2004 - September 2014
American Stock Exchange January 2004 - October 2004
Nasdaq Liffe Markets, LLC August 2001 - January 2004
Wilson Sonsini Goodrich and Rosati July 2000 - August 2001
US Securities and Exchange Commission August 1997 - July 2000
US Securities and Exchange Commission October 1995 - August 1997
Skills
Compliance, Internal Investigations, Surveillance, Securities, Enforcement, Securities Law, Corporate Law, Corporate Governance, Derivatives, Securities Regulation, Financial Regulation, Financial Services, Risk Management, Capital Markets, Fraud, Hedge Funds, Licensing, Legal Writing, Governance, Policy, Risk Assessment, Litigation, Legal Advice, Due Diligence, Administrative Law, Finance, Strategy, Mergers & Acquisitions, Privacy Law, Investments, Regulations, Legal Research, Private Equity
Education
Georgetown University Law Center 1991 — 1994
LL.M., Securities Regulation
Duke University School of Law 1985 — 1988
JD
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Business Administration concentrating in the Registered Accounting Program
Deutsche Bank September 2011 - Present
New York Institute of Finance May 2009 - Present
Compliance & Truth, LLC January 2009 - Present
Bank of Tokyo-Mitsubishi March 2007 - December 2008
Promontory Financial Group, LLC March 2006 - March 2007
New York State Banking Department January 2000 - June 2004
Kings County District Attorneys Office October 1995 - June 1998
Skills
AML, OFAC, Bank Secrecy Act, Sanction, USA PATRIOT Act, Operational Risk, Private Investigations, Management, Financial Risk, Banking Law, Corporate Governance, Banking, Regulations, Auditing, Policy, KYC, Financial Regulation, Fraud, Training, Risk Management, Capital Markets, Operational Risk..., Due Diligence, Financial Institutions, Investment Banking, Criminal Investigations, Securities, Project Management, Risk Assessment, Asset Management, Legal Compliance, Finance, Mergers & Acquisitions, Investigation, Financial Services, Leadership, Enterprise Risk..., Forensic Accounting, Hedge Funds, Internal Investigations, Options, Financial Markets, Private Equity, Alternative Investments, Derivatives, Mutual Funds, Anti Money Laundering, FINRA
Education
St. John's University School of Law 1991 — 1995
JD
Fordham University 1988 — 1991
BA, Political Science
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Promontory Financial Group, LLC January 2009 - Present
Bank of Canada 1994 - 2008
Skills
Banking, Financial Markets, Strategic Planning, Capital Markets, Regulatory Affairs, Risk Management, Mergers & Acquisitions, Due Diligence, Financial Modeling, Portfolio Management, Finance, Derivatives, Financial Risk
Education
Harvard University Kennedy School of Government
Master of Public Administration (MPA)
University of Waterloo
BES, Honours Urban and Regional Planning
AMS Servicing, LLC February 2013 - Present
Promontory Financial Group, LLC September 2011 - January 2013
JP Morgan Chase March 2011 - September 2011
ServiceLink, FNF January 2010 - December 2010
AssetLink, LP May 2008 - January 2010
Citi Global Markets Inc February 2006 - May 2008
Bank of America December 1998 - February 2006
Bank of America December 1996 - December 1998
Bank of America March 1991 - December 1996
Skills
Loss Mitigation, Loans, Foreclosures, Short Sales, REO, Mortgage Lending, Bankruptcy, Loan Servicing, Loan Modifications, Mortgage Servicing, Management, Default, Banking, FHA, Real Estate, Financial Analysis, Leadership, Process Improvement, Portfolio Management, Mortgage Banking, Finance, HUD, Risk Management, Real Estate Transactions, Executive Management, Underwriting, Auditing, Credit Analysis, Residential Mortgages, Loan Origination, Training, Credit Risk, Mortgage Underwriting, Credit, Asset Management, Call Centers, Due Diligence
Education
Erie Community College
AAS Degree, Business Administration
American Home Mortgage Servicing Counseled home owners on retention options through loan modifications, short sale, foreclosure and deed in lieu options.
Interthinx July 2013 - January 2014
Promontory Financial Group, LLC September 2011 - January 2013
Skills
Finance, Loss Mitigation, Foreclosures, Loans, Mortgage Servicing, Home Retention..., Customer Retention, Conventional...
Education
Fullerton College 2014 — 2016
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Santa Ana College 1987 — 1989
Associate of Arts (AA)
Promontory Financial Group, LLC 2010 - Present
Cadence Communications January 2009 - February 2009
Harvard Alumni Affairs and Development 2007 - 2007
Skills
Due Diligence, Financial Modeling, Financial Analysis, Research, Strategy, Management Consulting, Corporate Governance, New Business Development
Education
Harvard University 2004 — 2008
A.B., History
University of Oxford - Said Business School 2008 — 2009
MSc, Management Research
Promontory Financial Group, LLC November 2011 - January 2013
Springboard Consumer Credit August 2003 - July 2011
ICO Polymers November 2001 - July 2003
Skills
Nonprofits, Financial Analysis, Microsoft Excel, Customer Service, Finance, Budgets, Fundraising, Microsoft Office, PowerPoint, Community Outreach, Microsoft Word, Strategic Planning, Insurance, Outlook, Leadership, Research, Event Planning
Education
Grand Canyon University 2013 — 2015
Pending (Master's Degree) upon graduation 2015, Licensed Professional Clinical Counselor
University of Phoenix San Bernardino 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Bryman 2005 — 2006
Lic, Massage Therapy/Therapeutic Massage
Promontory Financial Group, LLC June 2012 - Present
Too Fresh Entertainment 2005 - Present
(Internationally) 2005 - Present
The FIRM (KShine-Jive Records A&R Consultant) 2008 - 2009
The Marketing Directors, Inc. 2008 - 2009
Crunk Magazine 2005 - 2009
Pennsylvania State Civil Service Commission 2005 - 2007
THE UNITED STATES DISTRICT COURT - WESTERN DISTRICT OF PA 2006 - 2006
Skills
Music Industry, Music, Team Management, Public Relations, Microsoft Office, Music Production, Entertainment, Publishing, Finance, Program Management, Real Estate, Research, Social Networking, Event Management, Sponsorship, New Business Development, Songwriting, Analysis, Customer Service, Strategic Planning, Sales, Event Planning, Residential Homes, Marketing Strategy, Sales Management, Negotiation, Public Speaking, A&R, Training, Talent Management, Marketing, Social Media
Education
Penn State University 2004 — 2007
MBA, Business Planning and Finance
Penn State University 2004 — 2007
Juris Doctorate, Corporate, Tax, Ent. Law
David Lipscomb University 2000 — 2001
BA, Political Science, History
Georgia College and State University 1998 — 2000
BA, Political Science, History
Promontory Financial Group, LLC October 2011 - January 2013
LA College International December 2007 - September 2008
Aames 1996 - 2006
Skills
Mortgage Lending, Foreclosures, Bankruptcy, Mortgage Servicing, Loans, Short Sales, Loan Modifications, Credit Analysis, Finance, FHA, Loan Servicing, Mortgage Banking, Loss Mitigation, Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, Portfolio Management, Default, Investments, Training, Auditing, Financial Services, Residential Mortgages, Refinance
Education
El Camino College 2004 — 2005
Business Administration
Promontory Financial Group, LLC 2011 - Present
Maple Life Financial Inc. 2008 - 2010
Clifford Chance US LLP 2006 - 2008
Arent Fox LLP 2000 - 2002
Silver Freedman & Taff, LLP 1998 - 2000
Skills
Securities Regulation, Due Diligence, Securities, Risk Management, Banking, Corporate Governance, Real Estate, Asset Management, Loans, Private Equity, Investments, Bankruptcy, Financial Services, Restructuring, Fraud, AML, Capital Markets, Corporate Finance, Corporate Law, Mergers & Acquisitions, Legal Writing
Education
Georgetown University Law Center 1997 — 1998
LL.M., Financial & Securities Regulation
Creighton University School of Law 1992 — 1995
JD
Creighton University 1993 — 1994
MBA, Business
University of Nebraska at Omaha 1987 — 1991
BS, Business Administration, Accounting
Promontory Financial Group, LLC July 2015 - Present
Eight of Nine Consulting November 2013 - June 2015
Securities Industry and Financial Markets Association (SIFMA) June 2011 - November 2013
Georgetown Cupcake 2008 - 2009
Pinnacle Bank of Oregon 2008 - 2008
Education
Georgetown University 2007 — 2011
BS
Universidad de Buenos Aires 2010 — 2010
Promontory Financial Group, LLC April 2014 - Present
Skills
Loans, Credit, Mortgage Lending, Risk Management, Banking, Financial Analysis, Due Diligence, Process Improvement, Access, Mortgage Banking, Executive Management, Financial Modeling, Microsoft Excel, Budgets, Analysis, Management, Leadership, Business Analysis, Data Analysis, Finance, CRM, Analytics, Strategy
Education
University of California, Irvine
Bachelor of Arts, Economics
Fullerton College
Associate of Arts, Interdisciplinary Studies: Science and Mathematics
B-Quick Realty, Inc. January 2009 - Present
Promontory Financial Group, LLC December 2012 - February 2013
CredAbility December 2008 - November 2012
Riverdale High School January 2011 - May 2011
McCar Homes January 2007 - December 2008
Turner Broadcasting 1988 - 2001
Skills
Customer Relations, Problem Solving, Non-profits, Counseling, Real Estate, Customer Service, Public Speaking, System Administration, Nonprofits, Team Building, Psychotherapy, Strategic Planning, Investors, Single Family Homes, Leadership, Microsoft Office, Coaching, Analysis, Training, Negotiation, Time Management, Mortgage Lending, Loss Mitigation, PowerPoint, Credit, FHA, Short Sales, Foreclosures, Management, Sales, Contract Negotiation, Process Improvement, Property Management, Finance
Education
Grand Canyon University 2009 — 2011
M.Ed., Secondary Education
Georgia State University 1982 — 1987
BA, Business/Computer Information Systems
Promontory Financial Group, LLC November 2011 - January 2013
Bazilio Cobb Associates March 2011 - June 2011
Wells Fargo Home Mortgage July 2010 - March 2011
Wachovia Bank February 2009 - March 2010
Bainesbridge Consulting 2010 - 2010
Skills
Loans, User Acceptance Testing, Credit, Test Planning, Banking, Mortgage Lending, Quality Assurance, Mortgage Banking, System Testing, Quality Center, Credit Analysis, Financial Services, Mortgage Underwriting, Mortgage Servicing, Underwriting, Management, Loan Origination
Education
Concordia University-Wisconsin
Promontory Financial Group, LLC February 2015 - Present
T. Rowe Price June 2014 - September 2014
Floyd Institute's Local Economy Center September 2012 - May 2014
Sinoway International Education Group October 2011 - August 2013
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.)
Promontory Financial Group, LLC June 2012 - Present
ING Wholesale Banking June 2011 - August 2011
HSBC December 2010 - January 2011
Skills
Research, Stata, Data Analysis, Social Psychology, Valuation, Economics, Psychology, Strategy, Financial Analysis, Financial Modeling, Bloomberg, Analytics
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Psychology, Economics
Harvard University
Rocky Mountain Hydrocarbon LLC January 2013 - Present
Promontory Financial Group, LLC October 2012 - January 2013
United States Attorney's Office May 2011 - August 2011
Bob Zoss Law Office, LLC June 2010 - August 2010
Indiana Legal Services, Inc. May 2008 - February 2009
Skills
Civil Litigation, Legal Writing, Family Law, Litigation, Legal Research, Courts, Mineral Rights, Title Searches, Mediation
Education
Creighton University School of Law 2009 — 2012
Doctor of Law (J.D.)
Indiana University Bloomington
Bachelor of Arts (BA), Criminal Justice, History
Promontory Financial Group, LLC May 2015 - Present
Promontory Financial Group, LLC December 2012 - May 2015
Consumer Financial Protection Bureau July 2011 - December 2012
Skills
Financial Institutions, Financial Regulation, Loans, Credit, Banking, Banking Law, Bank Secrecy Act, Operational Risk, Internal Audit, AML, Risk Management, Operational Risk..., Credit Analysis, Credit Risk, OFAC, Financial Risk
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance
Promontory Financial Group, LLC Law ClerkJones and Adams, P.A.2009 - 2010
Shake-A-Leg, Miami 2006 - 2007
Education
Florida International University - College of Law 2008 — 2011
Doctor of Law (J.D.)
University of Miami 2005 — 2007
Bachelor of Science (BS)
Promontory Financial Group, LLC January 2014 - Present
Skills
Leadership, Analysis, Strategy, Research, Due Diligence, Project Management, Risk Management, Financial Analysis, Finance, Banking, Data Analysis, Economics, Valuation, Financial Modeling, Management Consulting, Capital Markets
Education
Georgetown University 2007 — 2011
Bachelor’s Degree
Newton Country Day
High School
J. Herzog & Sons October 2013 - Present
Promontory Financial Group, LLC 2011 - 2013
Skills
Legal Writing, Financial Services, Legal Research, Financial Analysis, Westlaw, Research, Microsoft Office
Education
Gonzaga University School of Law 2008 — 2011
Juris Doctor (J.D.)
Saint Louis University
Promontory Financial Group, LLC July 2013 - Present
Education
Fordham University 2009 — 2013
Bachelor's degree, Economics
fhhs
Harris Law Firm March 2014 - Present
Burg Simpson Eldredge Hersh & Jardine, P.C. February 2013 - March 2014
Promontory Financial Group, LLC August 2012 - January 2013
Education
Gonzaga University School of Law