Promontory Financial Group, LLC

Industry: Financial services company

Description

Promontory 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

Employee
Years
Job
Industry
Jonathan Downey Jonathan Downey Denver, Colorado Details
Jonathan Downey's Promontory Financial Group, LLC Experience June 2015 - Present
Job Analyst at Promontory Financial Group
Industry Financial Services
Experience
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

Jed Serby Jed Serby Greater New York City Area Details
Jed Serby's Promontory Financial Group, LLC Experience November 2014 - Present
Job Quantitative Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Latasha Boone Latasha Boone Washington D.C. Metro Area Details
Latasha Boone's Promontory Financial Group, LLC Experience April 2004 - July 2004
Job Sr. Associate, Financial Services Advisory Practice – Banking and Capital Markets at PwC
Industry Law Practice
Experience
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

Katy Anderson Katy Anderson Scottsbluff, Nebraska Details
Katy Anderson's Promontory Financial Group, LLC Experience October 2012 - January 2013
Job Associate Attorney
Industry Law Practice
Experience
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

Krystol Swank Krystol Swank Denver, Colorado Details
Krystol Swank's Promontory Financial Group, LLC Experience August 2011 - January 2013
Job Media Manager at Harvest Strategy Group, Inc.
Industry Financial Services
Experience
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

Charles Swigart Charles Swigart Greater Denver Area Details
Charles Swigart's Promontory Financial Group, LLC Experience July 2011 - October 2011
Job Director of Operations & Growth Management
Industry Financial Services
Experience
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

Haoxiao Irene Yu Haoxiao Irene Yu Washington, District Of Columbia Details
Haoxiao Irene Yu's Promontory Financial Group, LLC Experience July 2014 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Louis Milone Louis Milone Saint Louis, Missouri Details
Louis Milone's Promontory Financial Group, LLC Experience April 2012 - October 2012
Job Management Consulting Intern at Accenture
Industry Financial Services
Experience
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

Calvin Liu Calvin Liu San Francisco, California Details
Calvin Liu's Promontory Financial Group, LLC Experience November 2011 - June 2014
Job Product Manager at Dot & Bo, Fellow at Fact0ry, Founder at Outpour
Industry Internet
Experience
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

James Holschen James Holschen Greater Denver Area Details
James Holschen's Promontory Financial Group, LLC Experience September 2015 - Present
Job Server at Ruth's Chris Steak House
Industry Law Practice
Experience
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

Weina Zhao Weina Zhao New York, New York Details
Weina Zhao's Promontory Financial Group, LLC Experience July 2013 - June 2015
Job Director of Ecommerce at Revelator Coffee Company
Industry Internet
Experience
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

Travis Stokes Travis Stokes Washington D.C. Metro Area Details
Travis Stokes's Promontory Financial Group, LLC Experience October 2012 - February 2013
Job Investment Operations Associate and Team Lead at Cambridge Associates
Industry Financial Services
Experience
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

Charlie Laracy Charlie Laracy Washington, District Of Columbia Details
Charlie Laracy's Promontory Financial Group, LLC Experience October 2013 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Christopher Robins Christopher Robins Washington, District Of Columbia Details
Christopher Robins's Promontory Financial Group, LLC Experience July 2010 - July 2012
Job Law Clerk
Industry Legal Services
Experience
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

Melissa I. Young Melissa I. Young Greater Denver Area Details
Melissa I. Young's Promontory Financial Group, LLC Experience 2012 - 2013
Job Government and Regulatory Affairs Professional
Industry Public Policy
Experience
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

Caroline Bryce Caroline Bryce Greater Denver Area Details
Caroline Bryce's Promontory Financial Group, LLC Experience March 2012 - January 2013
Job Associate Attorney at Ollila Law Group LLC
Industry Law Practice
Experience
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

Tyler Dawson Tyler Dawson Greater Denver Area Details
Tyler Dawson's Promontory Financial Group, LLC Experience July 2012 - January 2013
Job OEM Software Sourcing Manager at Avaya
Industry Law Practice
Experience
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

Yuanjing (Angela) Qiu Yuanjing (Angela) Qiu Washington D.C. Metro Area Details
Yuanjing (Angela) Qiu's Promontory Financial Group, LLC Experience July 2014 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Carol (Dasenbrook) Nutter Carol (Dasenbrook) Nutter Washington D.C. Metro Area Details
Carol (Dasenbrook) Nutter's Promontory Financial Group, LLC Experience August 2015 - Present
Job
Industry Human Resources
Experience
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

Peter Wallach Peter Wallach New York, New York Details
Peter Wallach's Promontory Financial Group, LLC Experience May 2007 - August 2007
Job Associate Intern at Alpha Venture Partners
Industry Management Consulting
Experience
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

ERICA COOPER ERICA COOPER Arlington, Virginia Details
ERICA COOPER's Promontory Financial Group, LLC Experience July 2011 - April 2012
Job Accounting
Industry Government Administration
Experience
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

Elizabeth Vale Elizabeth Vale Haverford, Pennsylvania Details
Elizabeth Vale's Promontory Financial Group, LLC Experience March 2013 - Present
Job Senior Advisor at Promontory Financial Group, LLC
Industry Government Administration
Experience
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

Yoel Levi Yoel Levi Washington, District Of Columbia Details
Yoel Levi's Promontory Financial Group, LLC Experience October 2014 - Present
Job Principal at Promontory Financial Group, LLC
Industry Law Practice
Experience
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

Robert A. Burns, Jr., MBA, PMP Robert A. Burns, Jr., MBA, PMP Greater New York City Area Details
Robert A. Burns, Jr., MBA, PMP's Promontory Financial Group, LLC Experience July 2013 - August 2013
Job Technical Writer / Business Analyst at Weill Cornell Medical College
Industry Higher Education
Experience
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

Jessica Yaeger Jessica Yaeger Denver, Colorado Details
Jessica Yaeger's Promontory Financial Group, LLC Experience June 2015 - Present
Job Financial Analyst at Promontory Financial Group, LLC
Industry Law Practice
Experience
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

Tyler Plomondon Tyler Plomondon Littleton, Colorado Details
Tyler Plomondon's Promontory Financial Group, LLC Experience 2012 - 2013
Job Senior Analyst at Western Union
Industry Financial Services
Experience
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

Hanna Raskovic, MBA Hanna Raskovic, MBA Greater San Diego Area Details
Hanna Raskovic, MBA's Promontory Financial Group, LLC Experience 2011 - Present
Job Senior Project Analyst/ Consultant to Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Robert Hartheimer Robert Hartheimer Washington D.C. Metro Area Details
Robert Hartheimer's Promontory Financial Group, LLC Experience 2002 - 2008
Job Managing Member, Hartheimer LLC; Director, Chairman of Risk and Compliance Committee at Higher One Holdings (NYSE: ONE)
Industry Financial Services
Experience
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

Steve Kahley Steve Kahley Greater Denver Area Details
Steve Kahley's Promontory Financial Group, LLC Experience June 2011 - January 2013
Job Attorney
Industry Law Practice
Experience
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

Hao Shen Hao Shen Washington D.C. Metro Area Details
Hao Shen's Promontory Financial Group, LLC Experience June 2012 - August 2012
Job Consultant at Deloitte
Industry Management Consulting
Experience
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

Hazen Baron Hazen Baron Denver, Colorado Details
Hazen Baron's Promontory Financial Group, LLC Experience October 2013 - March 2015
Job Attorney LL.M Tax
Industry Legal Services
Experience
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

Doğa Soyen Doğa Soyen Montreal, Canada Area Details
Doğa Soyen's Promontory Financial Group, LLC Experience December 2014 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Import and Export
Experience
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

Drew Mandl Drew Mandl Omaha, Nebraska Details
Drew Mandl's Promontory Financial Group, LLC Experience August 2012 - January 2013
Job Claims Counsel/Assistant Vice President at Fidelity National Title Group
Industry Law Practice
Experience
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

Darius Alexander Darius Alexander Greater Denver Area Details
Darius Alexander's Promontory Financial Group, LLC Experience June 2012 - January 2013
Job Experienced Mortgage Servicing and Training Professional
Industry Banking
Experience
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

Irene N. Wang Irene N. Wang New York, New York Details
Irene N. Wang's Promontory Financial Group, LLC Experience February 2015 - May 2015
Job Management Associate at Citi
Industry Financial Services
Experience
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

Roy B. Satz Roy B. Satz Laguna Niguel, California Details
Roy B. Satz's Promontory Financial Group, LLC Experience November 2011 - May 2012
Job Management Consultant at Branding Optimization Management Consulting
Industry Management Consulting
Experience
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.

Cameron Anaya Cameron Anaya Denver, Colorado Details
Cameron Anaya's Promontory Financial Group, LLC Experience April 2012 - January 2013
Job Project Manager at LaMar's Donuts Corporate Headquarters.
Industry Information Technology and Services
Experience
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

Douglas E Harris Douglas E Harris New York, New York Details
Douglas E Harris's Promontory Financial Group, LLC Experience April 2004 - Present
Job lawyer at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Nathan Cho Nathan Cho Orange County, California Area Details
Nathan Cho's Promontory Financial Group, LLC Experience 2012 - 2013
Job Commercial Real Estate Broker & Attorney
Industry Real Estate
Experience
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

Tim Burchard II Tim Burchard II Greater Denver Area Details
Tim Burchard II's Promontory Financial Group, LLC Experience May 2013 - February 2014
Job legal and business professional
Industry Legal Services
Experience
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

Martin Hecker Martin Hecker Greater Denver Area Details
Martin Hecker's Promontory Financial Group, LLC Experience August 2011 - December 2013
Job Mediator at Coldiron Consulting, LLC
Industry Management Consulting
Experience
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

Alisha Buckman Alisha Buckman Greater Denver Area Details
Alisha Buckman's Promontory Financial Group, LLC Experience 2012 - 2013
Job Attorney at Law
Industry Law Practice
Experience
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

Christopher Luhrs Christopher Luhrs Seattle, Washington Details
Christopher Luhrs's Promontory Financial Group, LLC Experience March 2012 - January 2013
Job Attorney at McCarthy & Holthus LLP
Industry Law Practice
Experience
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 Logan, Attorney at Law Bruce Logan, Attorney at Law Greater Denver Area Details
Bruce Logan, Attorney at Law's Promontory Financial Group, LLC Experience 2011 - 2013
Job Bruce Logan, specializing civil and criminal litigation. Banking and mortgage foreclosure compliance.
Industry Law Practice
Experience
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

Sean Wareham Sean Wareham Mclean, Virginia Details
Sean Wareham's Promontory Financial Group, LLC Experience July 2015 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Banking
Experience
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

Michael Broermann Michael Broermann Littleton, Colorado Details
Michael Broermann's Promontory Financial Group, LLC Experience March 2015 - Present
Job Unit Production Manager
Industry Management Consulting
Experience
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

Neil Berger Neil Berger Greater New York City Area Details
Neil Berger's Promontory Financial Group, LLC Experience 2012 - Present
Job Business Unit Finance Officer/VP, Financial Planning & Analysis
Industry Financial Services
Experience
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

Douglas Gleason Douglas Gleason Washington, District Of Columbia Details
Douglas Gleason's Promontory Financial Group, LLC Experience May 2015 - Present
Job Director at Promontory Financial Group, LLC
Industry Management Consulting
Experience
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

Faizan Chaudhry Faizan Chaudhry Springfield, Virginia Details
Faizan Chaudhry's Promontory Financial Group, LLC Experience 2012 - 2013
Job SharePoint Developer at SRA International
Industry Information Technology and Services
Experience
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

Robert Schmid Robert Schmid Washington D.C. Metro Area Details
Robert Schmid's Promontory Financial Group, LLC Experience March 2015 - Present
Job Senior Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Oltan Akin Oltan Akin Washington D.C. Metro Area Details
Oltan Akin's Promontory Financial Group, LLC Experience February 2015 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

ANITA YOUNGER ANITA YOUNGER Phoenix, Arizona Area Details
ANITA YOUNGER's Promontory Financial Group, LLC Experience November 2011 - June 2012
Job Foreclosure Analyst at Specialized Loan Servicing, LLC
Industry Financial Services
Experience
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

Christina Rudyj Christina Rudyj Washington D.C. Metro Area Details
Christina Rudyj's Promontory Financial Group, LLC Experience November 2012 - May 2014
Job Project Coordinator, Health Affairs at Project HOPE
Industry Nonprofit Organization Management
Experience
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

Andrew Ting Andrew Ting Washington D.C. Metro Area Details
Andrew Ting's Promontory Financial Group, LLC Experience June 2011 - Present
Job Senior Deputy General Counsel at Promontory Financial Group, LLC
Industry Law Practice
Experience
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

Vicente Moran Vicente Moran Denver, Colorado Details
Vicente Moran's Promontory Financial Group, LLC Experience June 2015 - Present
Job Compliance Analyst for Promontory Risk Review
Industry Financial Services
Experience
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

Kellan McKeon Kellan McKeon Denver, Colorado Details
Kellan McKeon's Promontory Financial Group, LLC Experience June 2012 - January 2013
Job Attorney
Industry Law Practice
Experience
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

John Straka John Straka Washington D.C. Metro Area Details
John Straka's Promontory Financial Group, LLC Experience September 2013 - Present
Job Director, Quantitative Economics and Statistical Analysis at Promontory Financial Group, LLC
Industry Management Consulting
Experience
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

Robyn Wang Robyn Wang New York, New York Details
Robyn Wang's Promontory Financial Group, LLC Experience June 2014 - August 2014
Job Financial Services Senior Consultant at EY
Industry Financial Services
Experience
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

Raphaella Baek Raphaella Baek New York, New York Details
Raphaella Baek's Promontory Financial Group, LLC Experience AnalystRock Creek Global Advisors LLCJune 2014 - June 2015
Job Analyst at Promontory Financial Group
Industry Financial Services
Experience
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

Phoebe Kunitomi Phoebe Kunitomi Greater New York City Area Details
Phoebe Kunitomi's Promontory Financial Group, LLC Experience October 2014 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Ashaki Noni Holmes-Kidd Ashaki Noni Holmes-Kidd Orlando, Florida Details
Ashaki Noni Holmes-Kidd's Promontory Financial Group, LLC Experience September 2013 - May 2014
Job Vice President and Senior Counsel at Parkway Properties
Industry Law Practice
Experience
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

Anthony Pardal Anthony Pardal Washington D.C. Metro Area Details
Anthony Pardal's Promontory Financial Group, LLC Experience June 2015 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Legal Services
Experience
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

Drew J. Horowitz Esq. Drew J. Horowitz Esq. Greater Denver Area Details
Drew J. Horowitz Esq.'s Promontory Financial Group, LLC Experience 2012 - 2013
Job Attorney at Horowitz Legal Services, LLC
Industry Law Practice
Experience
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

Keevan Crawford Keevan Crawford Orange County, California Area Details
Keevan Crawford's Promontory Financial Group, LLC Experience November 2014 - December 2014
Job Compliance and Mortgage Professional
Industry Financial Services
Experience
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

Michelle Botta Michelle Botta Orange County, California Area Details
Michelle Botta's Promontory Financial Group, LLC Experience October 2011 - January 2013
Job Team Lead Senior Tax Associate at Optima Tax Relief
Industry Financial Services
Experience
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

Joshua Boehm Joshua Boehm Phoenix, Arizona Area Details
Joshua Boehm's Promontory Financial Group, LLC Experience August 2007 - April 2009
Job Associate
Industry Law Practice
Experience
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

Silvia Iancu Silvia Iancu New York, New York Details
Silvia Iancu's Promontory Financial Group, LLC Experience July 2013 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Roland Anderson, CSM Roland Anderson, CSM Orange County, California Area Details
Roland Anderson, CSM's Promontory Financial Group, LLC Experience November 2011 - January 2013
Job BSA / SCRUM MASTER Greenlight Financial a division of NationStar Mortgage, LLC
Industry Information Technology and Services
Experience
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

Chris Haspel Chris Haspel Washington D.C. Metro Area Details
Chris Haspel's Promontory Financial Group, LLC Experience June 2015 - Present
Job Director at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Doug Edelman Doug Edelman Durham, North Carolina Details
Doug Edelman's Promontory Financial Group, LLC Experience November 2013 - July 2014
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Financial Services
Experience
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

C. Erik Larson, PhD C. Erik Larson, PhD Washington D.C. Metro Area Details
C. Erik Larson, PhD's Promontory Financial Group, LLC Experience 2007 - Present
Job Managing Director and Global Head for Quantitative Methodologies and Analytics at Promontory Financial Group
Industry Financial Services
Experience
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

Emeline Walker Emeline Walker Denver, Colorado Details
Emeline Walker's Promontory Financial Group, LLC Experience October 2012 - January 2013
Job Contracts Analyst at Antero Resources
Industry Law Practice
Experience
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

Kimberly M. Pino Kimberly M. Pino Greater Denver Area Details
Kimberly M. Pino's Promontory Financial Group, LLC Experience November 2012 - January 2013
Job Senior Compliance Analyst at Western Union
Industry Financial Services
Experience
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

Michelle Rorke Michelle Rorke Greater New York City Area Details
Michelle Rorke's Promontory Financial Group, LLC Experience April 2015 - Present
Job Associate at Promontory Financial Group
Industry Financial Services
Experience
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, Allied ASID Melanie Gowen, Allied ASID Nantucket, Massachusetts Details
Melanie Gowen, Allied ASID's Promontory Financial Group, LLC Experience August 2009 - October 2012
Job Principal Designer and Property Branding Strategist
Industry Architecture & Planning
Experience
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

Mara Schleck Mara Schleck Washington, District Of Columbia Details
Mara Schleck's Promontory Financial Group, LLC Experience October 2014 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Justin T. Guo Justin T. Guo Washington D.C. Metro Area Details
Justin T. Guo's Promontory Financial Group, LLC Experience July 2012 - Present
Job Analyst at Promontory Financial Group: Helping financial institutions manage risks and meet regulatory challenges
Industry Financial Services
Experience
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

Jason Fierman Jason Fierman Washington, District Of Columbia Details
Jason Fierman's Promontory Financial Group, LLC Experience August 2011 - August 2012
Job MPA Candidate, Applied Politics
Industry Political Organization
Experience
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

Benjamin Hecht Benjamin Hecht Cambridge, Massachusetts Details
Benjamin Hecht's Promontory Financial Group, LLC Experience April 2013 - May 2015
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
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

Laura Telaku Bray Laura Telaku Bray Greater New York City Area Details
Laura Telaku Bray's Promontory Financial Group, LLC Experience 2015 — Present
Job Managing Director at Promontory Financial Group, LLC
Industry Banking
Experience
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

Beixiao(Robert) Liu Beixiao(Robert) Liu Washington, District Of Columbia Details
Beixiao(Robert) Liu's Promontory Financial Group, LLC Experience October 2014 - Present
Job Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Lawrence Mak Lawrence Mak Washington D.C. Metro Area Details
Lawrence Mak's Promontory Financial Group, LLC Experience May 2014 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Renee Brunette Renee Brunette Greater Denver Area Details
Renee Brunette's Promontory Financial Group, LLC Experience November 2012 - January 2013
Job Business Systems Analyst at Allosource
Industry Information Technology and Services
Experience
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

Konrad Alt Konrad Alt San Francisco Bay Area Details
Konrad Alt's Promontory Financial Group, LLC Experience July 2014 - Present
Job Chief Operating Officer at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Daniel Ferranti Daniel Ferranti Washington, District Of Columbia Details
Daniel Ferranti's Promontory Financial Group, LLC Experience January 2010 - Present
Job
Industry Banking
Experience
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

Tom Chambers Tom Chambers Greater Omaha Area Details
Tom Chambers's Promontory Financial Group, LLC Experience April 2014 - July 2014
Job Consultant
Industry Financial Services
Experience
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

Timothy Martins Timothy Martins Washington D.C. Metro Area Details
Timothy Martins's Promontory Financial Group, LLC Experience October 2015 - Present
Job Senior Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Vonetta Young Vonetta Young New York, New York Details
Vonetta Young's Promontory Financial Group, LLC Experience June 2012 - August 2012
Job Investment Associate at Abbott Capital Management
Industry Investment Management
Experience
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

Christopher Riti Christopher Riti Denver, Colorado Details
Christopher Riti's Promontory Financial Group, LLC Experience March 2013 - Present
Job Vice President, Business Development at Promontory Financial Group, LLC
Industry Renewables & Environment
Experience
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

James Gregoire James Gregoire Los Angeles, California Details
James Gregoire's Promontory Financial Group, LLC Experience August 2012 - Present
Job Principal at Promontory Financial Group LLC
Industry Management Consulting
Experience
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

Mimi Mengis Mimi Mengis San Francisco Bay Area Details
Mimi Mengis's Promontory Financial Group, LLC Experience October 2008 - May 2009
Job Managing Director, Head of Liability Management, MUFG Union Bank
Industry Banking
Experience
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

James Derr, CPA James Derr, CPA Euless, Texas Details
James Derr, CPA's Promontory Financial Group, LLC Experience November 2011 - April 2012
Job Project Consultant at Crown Castle
Industry Accounting
Experience
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

Diane Palmeri Diane Palmeri Buffalo/Niagara, New York Area Details
Diane Palmeri's Promontory Financial Group, LLC Experience March 2012 - Present
Job Sr. Mortgage Underwriter
Industry Banking
Experience
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

Ashley Bratton Ashley Bratton Washington, District Of Columbia Details
Ashley Bratton's Promontory Financial Group, LLC Experience July 2015 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Lindon Fairweather Lindon Fairweather Boston, Massachusetts Details
Lindon Fairweather's Promontory Financial Group, LLC Experience July 2013 - January 2014
Job Head of Model Development and Data Science at Santander Bank
Industry Banking
Experience
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

Leah Iknayan Leah Iknayan Denver, Colorado Details
Leah Iknayan's Promontory Financial Group, LLC Experience August 2012 - January 2013
Job Staff Attorney at Colorado Legal Services
Industry Law Practice
Experience
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

Vollie Mathews Vollie Mathews Corona, California Details
Vollie Mathews's Promontory Financial Group, LLC Experience September 2011 - February 2013
Job Loss Mitigation Expert
Industry Financial Services
Experience
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

Colleen Brennan Colleen Brennan Washington D.C. Metro Area Details
Colleen Brennan's Promontory Financial Group, LLC Experience March 2001 - February 2007
Job Director, Public Affairs, Public Company Accounting Oversight Board
Industry Financial Services
Experience
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

Senechi Nana Senechi Nana Greater Atlanta Area Details
Senechi Nana's Promontory Financial Group, LLC Experience June 2012 - January 2013
Job Mortgage Forensic Underwriter
Industry Financial Services
Experience
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

Shelby Schwartz Shelby Schwartz Washington D.C. Metro Area Details
Shelby Schwartz's Promontory Financial Group, LLC Experience May 2015 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Adrienne McKinley Adrienne McKinley Greater Denver Area Details
Adrienne McKinley's Promontory Financial Group, LLC Experience September 2011 - Present
Job Foreclosure Risk Review Analyst at Promontory Financial Group, LLC
Industry Real Estate
Experience
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

Christine Nierenz Christine Nierenz Greater Denver Area Details
Christine Nierenz's Promontory Financial Group, LLC Experience July 2012 - January 2013
Job Attorney at Law
Industry Legal Services
Experience
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

Kylie Ohringer Kylie Ohringer Greater Denver Area Details
Kylie Ohringer's Promontory Financial Group, LLC Experience September 2011 - June 2012
Job General Counsel at Kahuna Ventures, LLC
Industry Law Practice
Experience
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

Ivan Mothershead Ivan Mothershead New York, New York Details
Ivan Mothershead's Promontory Financial Group, LLC Experience April 2015 - Present
Job Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

April Greene Apking April Greene Apking Greater Denver Area Details
April Greene Apking's Promontory Financial Group, LLC Experience August 2012 - January 2013
Job Attorney
Industry Aviation & Aerospace
Experience
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

Kathleen Hamm Kathleen Hamm Washington D.C. Metro Area Details
Kathleen Hamm's Promontory Financial Group, LLC Experience October 2004 - September 2014
Job Counselor to the Deputy Secretary at U.S. Department of the Treasury
Industry Financial Services
Experience
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

Sharon P. Farrell Esq. Sharon P. Farrell Esq. Greater New York City Area Details
Sharon P. Farrell Esq.'s Promontory Financial Group, LLC Experience March 2006 - March 2007
Job Compliance Advisor at Deutsche Bank
Industry Legal Services
Experience
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

Jeanne Campanelli Jeanne Campanelli Greater New York City Area Details
Jeanne Campanelli's Promontory Financial Group, LLC Experience 2014 - Present
Job General Counsel
Industry Financial Services
Experience
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

Sheryl Kennedy Sheryl Kennedy Toronto, Canada Area Details
Sheryl Kennedy's Promontory Financial Group, LLC Experience January 2009 - Present
Job CEO, Promontory Financial Group Canada ULC
Industry Financial Services
Experience
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

Art Marczynski Art Marczynski Buffalo/Niagara, New York Area Details
Art Marczynski's Promontory Financial Group, LLC Experience September 2011 - January 2013
Job REO Asset Manager at Seneca Mortgage Servicing LLC, f/k/a AMS Servicing, LLC
Industry Banking
Experience
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

Jose Onofre Jose Onofre Orange County, California Area Details
Jose Onofre's Promontory Financial Group, LLC Experience September 2011 - January 2013
Job Home Preservation Specialist at American Home Mortgage Servicing
Industry Real Estate
Experience
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)

Joseph Medioli Joseph Medioli Greater Boston Area Details
Joseph Medioli's Promontory Financial Group, LLC Experience 2010 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Deborah Winston Deborah Winston Greater Los Angeles Area Details
Deborah Winston's Promontory Financial Group, LLC Experience November 2011 - January 2013
Job Financial Counselor at Springboard Consumer Credit
Industry Nonprofit Organization Management
Experience
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

Keitha Ms Crunk Carter-Webb Keitha Ms Crunk Carter-Webb Atlanta, Georgia Details
Keitha Ms Crunk Carter-Webb's Promontory Financial Group, LLC Experience June 2012 - Present
Job Legal/FinancialLoss Mitigation at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Edna Barrett Edna Barrett Greater Los Angeles Area Details
Edna Barrett's Promontory Financial Group, LLC Experience October 2011 - January 2013
Job Mortgage Prof & Entrepreneur
Industry Financial Services
Experience
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

James Larkins James Larkins Washington D.C. Metro Area Details
James Larkins's Promontory Financial Group, LLC Experience 2011 - Present
Job Principal at Promontory Financial Group, LLC
Industry Law Practice
Experience
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

Elsa Ballard Elsa Ballard New York, New York Details
Elsa Ballard's Promontory Financial Group, LLC Experience July 2015 - Present
Job
Industry Financial Services
Experience
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

Tony K. Nguyen Tony K. Nguyen Carlsbad, California Details
Tony K. Nguyen's Promontory Financial Group, LLC Experience April 2014 - Present
Job MIS Consultant, Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Gail Coleman Gail Coleman Greater Atlanta Area Details
Gail Coleman's Promontory Financial Group, LLC Experience December 2012 - February 2013
Job Associate Broker at BQuick Realty, Inc.
Industry Nonprofit Organization Management
Experience
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

Spring Webb Spring Webb Charlotte, North Carolina Area Details
Spring Webb's Promontory Financial Group, LLC Experience November 2011 - January 2013
Job Risk, Compliance and Financial Services Consultant
Industry Financial Services
Experience
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

Sean Chen Sean Chen Washington, District Of Columbia Details
Sean Chen's Promontory Financial Group, LLC Experience February 2015 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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.)

Sam ten Cate Sam ten Cate New York, New York Details
Sam ten Cate's Promontory Financial Group, LLC Experience June 2012 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Matthew Lackey Matthew Lackey Denver, Colorado Details
Matthew Lackey's Promontory Financial Group, LLC Experience October 2012 - January 2013
Job Oil and Gas
Industry Law Practice
Experience
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

Paul Carlisle Paul Carlisle Raleigh-Durham, North Carolina Area Details
Paul Carlisle's Promontory Financial Group, LLC Experience May 2015 - Present
Job Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Bianca Caviglia Bianca Caviglia Miami, Florida Details
Bianca Caviglia's Promontory Financial Group, LLC Experience Law ClerkJones and Adams, P.A.2009 - 2010
Job Loss Mitigation Senior Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
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)

Erin Pepin Erin Pepin Greater San Diego Area Details
Erin Pepin's Promontory Financial Group, LLC Experience January 2014 - Present
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
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

Erin Exley Erin Exley Denver, Colorado Details
Erin Exley's Promontory Financial Group, LLC Experience 2011 - 2013
Job Attorney at J. Herzog & Sons
Industry Law Practice
Experience
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

Roman Grinevich Roman Grinevich Rego Park, New York Details
Roman Grinevich's Promontory Financial Group, LLC Experience July 2013 - Present
Job Analyst at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC   July 2013 - Present

Education
Fordham University   2009 — 2013
Bachelor's degree, Economics

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Karolina Kulesza Karolina Kulesza Denver, Colorado Details
Karolina Kulesza's Promontory Financial Group, LLC Experience August 2012 - January 2013
Job Associate Attorney at Harris Law Firm
Industry Law Practice
Experience
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

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