Smith Rothchild Financial
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Smith Rothchild Financial Employees
Cornerstone Advisors, Inc. (Bellevue, WA) October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
J.P. Morgan September 2008 - September 2011
Citadel Investment Group December 2007 - August 2008
Smith Rothchild Financial September 2005 - December 2007
Education
University of Michigan 2001 — 2005
BA, English
Inland Home Mortgage October 2012 - Present
First Centennial Mortgage April 2008 - October 2012
2003-2008New Concept Finance April 2003 - November 2008
Integrus Lending Group January 2007 - April 2008
Smith Rothchild Financial September 1999 - July 2003
Smith Rothchild Financial January 1999 - January 2003
Skills
Loans, Mortgage Lending, Sales, First Time Home Buyers, Customer Service, Investment Properties, Management, Refinance, FHA financing, Analysis, FHA Financing, FHA, Real Estate Transactions, Residential Mortgages, USDA, VA loans, VA Loans, Real Estate, Mortgage Banking
Education
Triton College 1988 — 1990
General, Architechture
Waterton Residential April 2015 - Present
Forsythe Technology December 2013 - June 2014
Infor December 2011 - December 2013
Infor October 2010 - December 2011
Orbitz May 2008 - November 2010
Smith Rothchild Financial June 2007 - May 2008
Skills
Accounting, Account Reconciliation, Variance Analysis, Accounts Payable, Finance, Auditing, Analysis, Financial Statements, Management, Accounts Receivable, Cost Accounting, Internal Audit, Human Resources, Consolidation, Journal Entries, Microsoft Excel, Accruals, Financial Audits, P&L, Team Building, Business Process, Time Management, Process Improvement, Financial Analysis, Forecasting, Analytics
Education
Loyola University of Chicago - Graduate School of Business 2009 — 2011
MBA, Human Resources
Loyola University Chicago 2003 — 2007
BA, Accounting & Finance
Urban Partnership Bank July 2014 - Present
Urban Partnership Bank February 2013 - Present
Smith Rothchild Financial February 2004 - September 2008
Skills
Asset Managment, Due Diligence, Risk Management, Risk Analysis, Credit Risk, Data Analysis, Analysis, Portfolio Management, Portfolio Performance..., Credit, Loans, Financial Analysis, Business Analysis, Banking, Valuation, Financial Risk, Asset Management, Credit Analysis, Corporate Finance, Financial Modeling, Commercial Banking
Education
Stanford University 2010 — 2012
Certificate, Strategic Decision and Risk Management
Illinois Institute of Technology 2001 — 2003
Masters, Computer Science
B.N College of Engineering, Amravati University 1997 — 2001
Bachelor of Engineering, Electronics & Telecommunications
La Martiniere, Kolkata
High School
Koenig & Strey Real Living August 2004 - Present
Smith Rothchild Financial May 1996 - December 2003
St. Francis Hospital of Evanston 1988 - 1997
Skills
Real Estate, Single Family Homes
Education
Northeastern Illinois University 1973 — 1978
B.A., Accounting, Economics
E*TRADE Financial December 2013 - Present
Booz & Company October 2012 - December 2013
Booz & Company October 2010 - October 2012
Smith Rothchild Financial February 2008 - August 2009
Smith Rothchild Financial May 2007 - February 2008
Smith Rothchild Financial August 2006 - May 2007
Smith Rothchild Financial September 2004 - August 2006
Skills
Due Diligence, Growth Strategies, Financial Analysis, Strategy, Strategic Planning, Management Consulting, Financial Modeling, Change Management, Business Strategy
Education
Elmhurst College
Finance and Economics
Northwestern University - Kellogg School of Management
MBA
PNC March 2015 - Present
Citizens Bank November 2013 - March 2015
Royal Bank of Scotland September 2011 - November 2013
Royal Bank of Scotland - Citizens Bank February 2010 - October 2011
Smith Rothchild Financial February 2002 - December 2009
Skills
Financial Planning, Due Diligence, Cash Management, Financial Analysis, Tax, Portfolio Management, Accounting, Strategic Financial..., Banking, Financial Modeling, Finance, Credit Risk, Credit, Loans, Corporate Finance, Credit Analysis
Education
Illinois Institute of Technology 2001 — 2002
Masters, Finance
MES College, Bangalore, India 1997 — 2000
Bachelors, Commerce and Accounting
Near North Health Service Corporation January 2012 - August 2014
Illinois Action for Children July 2010 - January 2012
Mercy Housing February 2010 - July 2010
South-East Asia Center June 2008 - June 2009
Smith Rothchild Financial January 2006 - May 2008
Ameriprise Financial July 2004 - January 2006
Skills
Non-profits, Staff Development, Public Speaking, Healthcare, Program Management, Customer Service, Nonprofits, Project Management, Microsoft Excel, Access, Strategic Planning, Data Analysis, Budgets, Healthcare Information..., PowerPoint, Community Outreach
Education
Columbia University in the City of New York 2013 — 2013
Graduate Certificate, Health Information Technology
Spertus Institute 2008 — 2010
Masters of Science, Nonprofit Management, Concentration in Fundraising Management, Cumulative GPA: 4.01/4.0
DePaul University 2001 — 2004
Bachelor of Science in Commerce, Management Information Systems and Finance, Cumulative GPA: 3.285/4.0
GrandTen Distilling January 2013 - Present
Five Horses 2010 - 2012
Elkhart Community Schools 2008 - 2009
University of Notre Dame May 2008 - November 2008
The North Face 2007 - 2008
Smith Rothchild Financial 2007 - 2007
National Securities 2007 - 2007
Skills
Brand Development, Wine & Spirits Industry, Marketing for Small..., Customer Support, Inventory Management, Sales Presentations, Event Planning, Product Development, Bartending, Direct Sales, Social Media, Project Planning, Teamwork, Retail, Growth Strategies, Lotus Notes, Adobe Creative Suite, TIPS Certified, AutoCAD, Bloomberg, PowerPoint, Marketing, Access, CRM, Production Managment, Outlook, Microsoft Office, iWork, Customer Service
Education
Purdue University 2003 — 2007
Bachelors of Science, Finance
Purdue University - Krannert School of Management 2003 — 2007
BS, Management, Finance
Thoma Bravo, LLC September 2008 - Present
Smith Rothchild Financial August 2007 - September 2008
Smith Rothchild Financial July 2006 - September 2008
Smith-Dahmer Associates June 2005 - September 2005
Skills
Investments, Event Planning, Market Research, Due Diligence, Asset Managment, Real Estate, Recruiting, Negotiation, Interviews
Education
Loyola University Chicago 2002 — 2006
BA, Marketing & Human Resource Management
Lake Michigan Catholic 1998 — 2002
Lake Michigan Catholic
Gibraltar Capital Advance, LLC 2014 - Present
Rewards Network December 2007 - July 2013
Smith Rothchild Financial August 2006 - October 2007
Citi July 2004 - July 2006
Citi March 2002 - June 2004
Citi January 2000 - February 2002
Associates First Capital July 1996 - December 1999
Citicorp Mortgage August 1991 - June 1996
Skills
Credit Risk, Credit, Credit Analysis, Loans, Banking, Portfolio Management, Risk Management, Underwriting, Financial Modeling, Financial Analysis, Financial Services, Mortgage Lending, Corporate Finance, Financial Risk, Operational Risk..., Relationship Management, Credit Cards, Analytics, Due Diligence, Strategic Financial...
Education
Washington University in St. Louis - Olin Business School
MBA
Truman State University
BS/BA, Business
Federal Deposit Insurance Corporation March 2015 - Present
Federal Deposit Insurance Corporation July 2013 - March 2015
Federal Deposit Insurance Corporation December 2011 - July 2013
Federal Deposit Insurance Corporation April 2011 - December 2011
Federal Deposit Insurance Corporation July 2010 - April 2011
Smith Rothchild Financial May 2005 - November 2009
Skills
Financial Analysis, Management, Risk Management, Due Diligence, Asset Management, Budgets, Investments, Negotiation, Strategy, Real Estate, Loans, Recruiting, Accounting, Financial Modeling
Education
Northwestern University 2000 — 2004
Bachelor of Arts (BA), Economics
andrew mason
Engaged Health Solutions January 2014 - Present
Charm & Chain LLC 2009 - 2013
RS Capital LLC January 2008 - September 2010
Smith Rothchild Financial August 2003 - December 2007
Kreiter Greitens LLC 2001 - 2003
Elm City Ventures January 2000 - September 2001
Skills
Strategy, Trend Analysis, Business Development, Fashion, Proposal Writing, Management, Luxury Goods, Retail, Apparel, Social Media, Real Estate, Entrepreneurship, Merchandising
Education
Yale University 1998 — 2001
Graduate, Humanities
Boston University 1994 — 1998
BA, English & Renaissance Studies
Parkway North H.S. 1990 — 1994
Northwestern University
Smith Rothchild Financial April 2003 - May 2006
Washington Mutual March 2001 - April 2003
Wells Fargo Private Mortgage Banking 2001 - 2001
Capital Funding Mortgage Company, LLC 1999 - 2001
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office
Education
Mather Highschool 1994 — 1998
High School Diploma, General Studies
Oakton Community College
Counseling Psychology
Citi June 2001 - Present
Smith-Rothchild Financial January 2000 - December 2000
Education
Triton College 1994 — 1996
Associates