The Winter Group
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The Winter Group Employees
Maska Media, LLC May 2014 - Present
Great Home Investments, LLC January 2010 - Present
The Winter Group February 2002 - April 2007
Credit Suisse August 2000 - February 2002
Donaldson, Lufkin & Jenrette December 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Marketing Strategy, Leadership, Entrepreneurship, Social Media, Social Media Marketing, Event Management, Event Planning, Social Networking, Marketing, Coaching
Education
University of California, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
CoreLogic January 2015 - Present
CoreLogic July 2008 - January 2015
IndyMac Bank September 2006 - July 2008
Bearingpoint September 2005 - September 2006
The Winter Group March 2005 - July 2005
Merrill Lynch March 2003 - March 2005
Credit Suisse February 2002 - March 2003
Skills
Risk Management, Capital Markets, Fixed Income, Valuation, Portfolio Management, Credit, Loans, Financial Risk, Due Diligence, Analytics, Business Analysis, Financial Services, Mortgage Lending, Securitization, Credit Analysis, Financial Analysis, Credit Risk, Banking, Structured Finance, Cash Management, Product Management, Business Development, Loan Servicing, Analysis, CRM, Strategy, Loss Mitigation, Predictive Analytics, Structured Products, Residential Mortgages, Management Consulting, Asset Management, Financial Modeling, Trading, Management, Finance, Securities, Process Improvement, Mortgage Servicing, Program Management, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Corporate Finance
Virginia Polytechnic Institute and State University 1997 — 1998
Computer Science
Bridge2 Solutions April 2012 - Present
AVC May 2010 - December 2011
Epiq Systems October 2008 - March 2009
Western Union January 2008 - August 2008
The Winter Group April 2006 - December 2007
HSBC 2001 - 2006
Broadbeam corporations 1997 - 2000
BELL ATLANTIC, Freehold, NJ 1994 - 1997
Skills
Software Quality..., Quality Assurance, Testing, SDLC, Quality Center, Test Planning, Requirements Analysis, SQL, Performance Testing, Agile Methodologies, Management, Software Project..., User Acceptance Testing, Vendor Management, Web Services SoupUI, Scrum, HP Quality Center, Regression Testing
Education
Columbia College 1989 — 1993
B S in Computer Science, Bachelor of Science
Glencore PLC April 2015 - Present
Glencore PLC August 2014 - Present
Glencore PLC September 2013 - August 2014
Morgan Stanley July 2009 - September 2013
The Winter Group June 2007 - August 2007
Skills
Credit Risk, Project Finance, Oil & Gas Industry, Power Utilities, Microsoft Excel, Contract Negotiation, Solar Energy, Market Research, Wholesale Lending, Financial Statements, Credit Rating, Financial Forecasting, Energy Industry, Trade Agreements, Valuation, Credit
Education
Cornell University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Asgard Regulatory Group, LLC August 2008 - Present
The Winter Group January 2006 - September 2008
North Fork Bank 2001 - 2006
Joseph Gunnar & Co., LLC 2000 - 2001
NASD 1995 - 2000
Skills
Employee Benefits, Investment Advisory, Hedge Funds, Asset Management, Benefits, Broker-Dealer, Regulatory Policy, Compliance, Asset Managment, Securitization, Investment Banking, Trading, Securities, ETFs, Mortgage Lending, FINRA, Financial Risk, AML, SEC, Capital Markets, Investments, Financial Advisory, Bloomberg, Wealth Management, Series 7, Financial Services, Finance, Risk Management, Equities, Securities Regulation, Mutual Funds, Corporate Law, Options, Financial Markets, Private Placements, Fixed Income, Equity Trading, Bonds, Investment Management
Education
Dowling College 1998 — 2000
Master of Business Administration (M.B.A.), Banking and Finance
Dowling College 1991 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Great Home Investments, LLC May 2010 - Present
The Winter Group April 2002 - April 2007
Indymac Bank June 1993 - June 1998
Skills
Real Estate Economics, Investment Properties, Real Estate, Residential Homes, Investors, REO, Short Sales, Investments
Education
UCSB
BA, Psychology
Financial Services Company June 2015 - Present
Simon & Schuster December 2013 - Present
Leopard July 2014 - November 2014
Jeppesen June 2009 - August 2013
Colette Auclair Creative February 2008 - June 2009
McClain Finlon Advertising May 2005 - February 2008
Experience Engineering December 2002 - May 2004
The Winter Group July 2002 - November 2002
Stratecom (now Shift) March 2000 - June 2001
Time Warner Book Group April 1990 - March 2000
Skills
Copywriting, Advertising, Creative Strategy, Creative Direction, Marketing Communications, Social Media, Outdoor Advertising, Editing, Blogging, Fiction Writing, Proofreading, Corporate Communications, Video, Television, Newsletters, Direct Marketing, Trade Shows, Content Strategy, Copy Editing, Content Management, Web Content, Creative Writing, Content Development, Storytelling, B2B, Email Marketing, Books, Publishing
Education
Northwestern University 1984 — 1985
Master of Science, Advertising
Northwestern University 1980 — 1984
Bachelor of Science, Theater
Brevet Capital Management January 2008 - Present
The Winter Group December 2005 - September 2007
Lehman Brothers June 2005 - December 2005
Kiodex, Inc 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Analytics, Hedge Funds, Trading, Loans, Technology, Finance, Financial Structuring, Securitization
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Science, Operations Research
Parsippany High School 1997 — 2001
American Museum of Natural History February 2008 - Present
BITS Consulting LLC June 2003 - Present
Dixon Mills Condominium Association Inc. May 2013 - December 2014
Money Tips For Life April 2012 - April 2014
The Winter Group July 2006 - September 2007
C3I Inc October 2004 - June 2006
Goodwill Rescue Mission April 2001 - January 2003
Skills
Integration, Project Management, SQL, Budgets, Analysis, Microsoft Excel, Databases, Access, Data Analysis, Photoshop, Business Intelligence, Business Process, Software Documentation, Program Management, HTML, Visio, SharePoint, Management
Education
New Jersey Institute of Technology 1998 — 2002
BA, Computer and Information Science
Hanover Park High School
HomeStar Property Solutions 2014 - 2014
Wingspan Portfolio Advisors 2013 - 2014
AMRE Solutions 2012 - 2013
rentBits 2008 - 2012
The Winter Group 2006 - 2008
Clayton 2004 - 2006
Skills
Forecasting, Staff Training, Salesforce.com, Sales Management, Online Advertising, Advertising Sales, Strategy Development, New Business Development, Customer Relations, Customer Service, Budgeting, Analysis, Analytics, Solution Selling, Value Selling, Selling, Market Research, Online Marketing, Marketing Research, Marketing Strategy, Direct Marketing, Email Marketing, Product Marketing, Trade Shows, Trade Show Management, Sales Operations, Inside Sales, Sales Process, Personal Training, Training &..., Hiring/firing, Training New Hires, Market Analysis, Strategic Planning
Education
Regis University 2010 — 2011
M.B.A., Marketing
Colorado State University 2000 — 2004
Business, Finance and Real Estate
State Street Alternative Investment Solutions March 2009 - Present
State Street Alternative Investment Solutions October 2008 - March 2009
The Winter Group 2004 - 2008
General Re Financial Products 1995 - 2003
GenRe Securities 1995 - 2003
General Re Securities 1995 - 2003
Coopers and Lybrand 1993 - 1995
Skills
Cash Flow, Cash Management, Auditing, Consolidation, Financial Statements, Treasury, Settlement, Hedge Funds, Fund Accounting, Derivatives, Trading, General Ledger, Valuation, Asset Managment, Financial Analysis, Banking, Private Equity, Financial Services, Securities, Fund Administration, Fixed Income, Financial Reporting, Swaps
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Accounting
University of Rochester 1984 — 1988
BA, Economics
Viacom August 2010 - Present
BoydGroup Solutions, LLC March 2008 - August 2010
The Winter Group October 2004 - March 2008
Snickelways 2000 - 2001
Skills
Agile Methodologies, Agile Project Management, SDLC, Business Intelligence, Product Management, Project Management, Scrum, E-commerce, Software Documentation, Analytics, Business Analysis, Program Management, Vendor Management, Web Development, Digital Media, User Experience, Mobile Devices, Integration, Digital Strategy, Information Architecture, Software Project..., Requirements Analysis, Mobile Applications
Education
Boston University 1987 — 1991
Bachelor of Arts, International Relations
Oracle August 2014 - Present
Return Path October 2012 - April 2014
Return Path November 2011 - October 2012
Return Path June 2007 - November 2011
Datalogix April 2006 - June 2007
Datalogix February 2005 - April 2006
The Communiqué Group, Inc October 2004 - February 2005
The Winter Group May 2004 - October 2004
Ultimate Electronics September 2003 - April 2004
Skills
Analysis, Email Marketing, Database Marketing, Loyalty Programs, Direct Marketing, Digital Marketing, Multi-channel Marketing, Analytics, Customer Acquisition, Salesforce.com, Integrated Marketing, Direct Mail, E-commerce, Online Advertising, Strategic Partnerships, Cross-functional Team..., SaaS, Start-ups, Online Marketing, Segmentation, Strategy, CRM, Management, Marketing, Mobile Marketing, Marketing Automation, SEM, Demand Generation, B2B Marketing
Education
Metropolitan State College of Denver 1997 — 2001
Communications, Journalism and Marketing
Aurora Central High School
Aladdin Capital Management May 2007 - March 2009
The Winter Group January 2002 - May 2007
Palm Beach Investment Advisors February 1997 - May 1998
US Trust January 1992 - February 1997
Lomas Securities Corp March 1983 - February 1989
Salomon Brothers January 1978 - March 1983
Skills
MBS, Hedge Funds, Capital Markets, Fixed Income, ABS, Securitization, Banking, Structured Finance, Securities, Equities, Derivatives, Loans, Portfolio Management, Valuation, Asset Management, Structured Products, Alternative Investments, Trading, Mortgage Lending, Credit, Credit Analysis, Private Equity, Financial Structuring, Financial Markets, Series 7, Investments, Bonds, Financial Modeling, Bloomberg, Investment Banking
Education
SMU 1962 — 1966
BS, economics
Southern Methodist University
Wunderlich Securities (fka Banc of Manhattan Capital) March 2013 - Present
Hudson Advisors, LLC February 2012 - December 2012
Performance Trust Capital Partners September 2009 - February 2012
Xzerta, LLC October 2008 - August 2009
The Winter Group September 2006 - September 2008
AION Mortgage Corporation January 2002 - September 2006
ABN AMRO July 2000 - January 2002
Wunderlich Securities January 2000 - July 2000
Hanover Capital Partners November 1996 - January 2000
Norwest Mortgage Corporation January 1994 - November 1996
Skills
Underwriting, FHA, Management, Alt A, Subprime, Payroll, Capital Markets, Loan Origination, Mortgage Lending, Loans, Asset Managment, Valuation, Fixed Income, Securitization, Due Diligence, Mortgage Banking, Commercial Lending, Investments, Commercial Mortgages, Financial Institutions, Banking, Credit, Finance, Funding, Portfolio Management, Structured Finance, Trading
Education
Marquette University
BA, Psychology
SL2, LLP August 2013 - Present
NYC Technology Development Corporation March 2013 - July 2013
Prudential Financial January 2010 - September 2012
The Winter Group May 2006 - March 2008
Citi Group September 1990 - May 2006
Drexel Burnham Lambert September 1980 - August 1990
Skills
Program Management, Prime Brokerage, Annuities, Securities Lending, Fixed Income Trading, MBS, Financial Management, Project Planning, Leadership, Fixed Income, Managerial Finance, Financial Services, Management, Capital Markets, Vendor Management, Equities, Options, Strategy, Risk Management, SDLC, Trading, Business Intelligence, Business Analysis, Fixed Annuities, Trading Systems, Portfolio Management, Hedge Funds, Market Data, PMO, Securities, Middle Office
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance
State University of New York at Stony Brook
MA. BA, English Literature
Serve an American Express Company August 2011 - Present
Merck October 2010 - July 2011
Novo Nordisk A/S April 2010 - October 2010
Merck June 2009 - March 2010
Orion February 2009 - February 2010
Sothebys April 2008 - June 2009
Evonik Degussa Corporation November 2007 - March 2008
Novartis December 2006 - November 2007
The Winter Group 2005 - 2006
Fairleigh Dickinson University 2002 - 2004
Skills
Requirements Gathering, Software Documentation, Requirements Analysis, Business Analysis, Business Process, SharePoint, SDLC, Analysis, Project Management, User Acceptance Testing, UML, Scrum, Quality Center
Education
Fairleigh Dickinson University 2000 — 2004
MASTER OF SCIENCE, COMPUTER SCIENCE
Fairleigh Dickinson University 2000 — 2004
BACHELOR OF SCIENCE, COMPUTER SCIENCE
Microsoft 2003 — 2003
MICORSOFT CERTIFIED APPLICATION DEVELOPER, .NET
ORACLE 2003 — 2003
ORACLE CERTIFIED ASSOCIATE, DATABASE ADMINISTRATION
Madurai Kamaraj University 1996 — 1999
BACHELOR OF BUSINESS ADMINISTRATION, BBA
Hudson City Savings Bank May 2012 - Present
Metlife Bank January 2009 - May 2012
The Winter Group January 2001 - September 2008
Skills
Risk Management, Banking, Credit Risk, Mortgage Lending, Mortgage Banking, Loans, Financial Risk, Residential Mortgages, Credit, Loan Origination, Analysis, Business Analysis, Commercial Lending, Credit Analysis, Loan Servicing, Project Management, Internal Audit, Due Diligence, Management, Mortgage Servicing, Leadership, Quality Assurance, Consumer Lending, Strategic Planning, Team Building, Risk Assessment, Securities, Data Warehousing, Miser, Microsoft SQL Server, Quality Control, Outsourcing, Budgets, Nonprofits, MIS, SAS, VBA, AML, User Interface Design, Unifi, OFAC, BSA, Business Intelligence, Business Process..., Financial Services, Anti Money Laundering
Education
Helwan University Cairo
Bachelor's degree, Business Administration, Accounting, International Economics, and Computer Science, 3.9
Helwan University Cairo
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
The Winter Group August 2006 - Present
Watersaver Company - a division of CDI February 2011 - May 2013
Scott Kay, Inc. April 2003 - June 2005
Movado Group, Inc September 2002 - February 2003
National Basketball Association 2001 - 2001
Skills
New Business Development, Analytics, Competitive Analysis, Product Marketing, Copywriting, E-commerce, Vendor Management, Strategic Planning, Proofreading, Customer Service, Marketing Budget..., Web Project Management, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Advertising, Online Advertising, Online Research, Adobe Creative Suite, InDesign
Education
Franklin Pierce University 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Richmond College, England 1999 — 1999
RE/MAX Success July 2015 - Present
Aurora Commercial Corporation September 2013 - December 2014
Aurora Bank FSB July 2011 - September 2013
Aurora Loan Services May 2007 - April 2011
Deutsche Bank August 2005 - May 2007
MortgageIT 2004 - 2005
CitiMortgage February 1998 - January 2004
The Winter Group 2004 - 2004
Personal Mortgage Corporation (Division Of Beneficial) 1993 - 1998
Skills
Credit and Collateral..., Strategic Planning and..., Operational Management, Enterprise Risk..., Regulatory Requirements..., Crisis Management, Change Management, Risk Tracking Analysis..., Policy/Procedure..., Risk Management, Product Development, Modeling Programs and..., Communication and..., Credit Risk Management, Credit Policy, Counterparty Risk, Fraud Prevention, Financial Risk, Analysis, Strategic Planning, Tracking, Credit, Credit Risk, Communication, Presentations, Operations Management, Loans, Mortgage Banking, Banking, Mortgage Lending, Residential Mortgages, Underwriting, Fraud, FHA, Portfolio Management, Loan Origination, Structured Finance, Mortgage Underwriting, Leadership, Loss Mitigation, Loan Servicing, Financial Analysis, Securitization, Credit Analysis, Executive Management, Refinance, Management, Financial Services
Education
Northeastern University 2009 — 2011
Masters of Science, Finance
Marist College
BS, Business
OnDeck August 2013 - Present
OnDeck August 2011 - August 2013
OnDeck April 2009 - August 2011
The Winter Group February 2005 - February 2009
JPMorgan Chase January 2003 - January 2005
Skills
Due Diligence, Credit, Loans, Mortgage Lending, Portfolio Management, Fixed Income, Transaction Management, Credit Analysis, Credit Risk, Valuation, Asset Management, Capital Markets
Education
Brooklyn College 1998 — 2002
Bachelor of Science (B.S.), Business Management and Science
State University of New York College at Oswego
The Basement November 2012 - Present
Freelance / Graphic Designer June 2011 - Present
Faction Media April 2011 - May 2012
The Winter Group August 2010 - June 2011
Indiana CPA Society August 2009 - August 2010
Foundry Advertising Company December 2007 - April 2009
Indiana Memorial Union May 2006 - May 2007
Indiana Daily Student 2005 - 2007
McGraw-Hill Higher Education May 2004 - August 2004
Skills
Graphic Design, Typography, Graphics, Art Direction, Art, Adobe Creative Suite, Logo Design, Branding & Identity, Illustrator, InDesign, Creative Direction, Corporate Identity, Posters, Layout, Letterpress, Web Design, User Interface Design, Visual Communication, Creative Strategy, Illustration, Brochures, Vector Illustration, Interaction Design
Education
Indiana University Bloomington 2002 — 2006
BFA, Graphic Design
Intermountain Native Plant Association (INPGA) August 2011 - Present
High Mountain Nursery July 2014 - August 2015
American Fork City June 2012 - October 2012
LenderLive Network, Inc. August 2008 - March 2011
The Winter Group October 2005 - March 2006
Duckwall Alco September 2003 - June 2005
Discover December 2002 - September 2003
Kmart Corporation May 1999 - April 2002
S.E. Needham Jewelers November 1995 - May 1999
The Church of Jesus Christ of Latter-Day Saints October 1992 - October 1994
Skills
Process Design and..., Strategy and Leadership, Team Building, P&L and Operation..., Staff Training,..., Economic Development -..., Economic Development..., Economic Development –..., Economic Development –..., Public Speaking, Marketing, Human Resource..., Microsoft Access, Microsoft Excel., Microsoft Word, Microsoft Power Point, Microsoft Publisher, Economic Development -..., Recruiting, Management, PowerPoint, Microsoft Excel, Training, Leadership, Process Improvement, Program Management, Strategy, Nonprofits, Budgets, Project Management, Customer Service
Education
Walden University 2005 — 2009
Master of Public Administration (MPA), Economic Development, 3.67
University of Phoenix 2001 — 2004
Bachelor of Science, Business Marketing
Office of the Vice President of the United States April 2015 - Present
U.S. CPSC 2009 - Present
The Winter Group 2008 - 2009
Morgan Stanley 2006 - 2008
JPMorgan Chase 2004 - 2006
U.S. Department of Housing and Urban Development 1999 - 2004
U.S. Army JAG Corps (Reserve Duty) 1999 - 2004
U.S. Army JAG Corps (Active Duty) 1994 - 1999
Skills
Trials, Litigation, Defense, Legal Writing, Public Policy, Corporate Law, Corporate Governance, Appeals, International Law, Employment Law, Courts, Legal Research, Commercial Litigation, Fraud, Administrative Law, Policy, Civil Litigation, Securities, Mediation, Contract Negotiation, Securities Regulation, Arbitration
Education
Syracuse University College of Law
J.D.
University at Albany
B.A. - Political Science
University of Wales, Swansea, U.K.
Dip. International Relations
Brooklyn Tech
Deloitte Digital August 2014 - Present
The Winter Group April 2011 - August 2014
NCH Software February 2010 - May 2011
TV Tags August 2008 - September 2009
National CineMedia (NCM) August 2006 - November 2007
Skills
Graphic Design, Advertising, Animation, Art Direction, Layout, Adobe Creative Suite, Illustrator, Motion Graphics, Web Design, User Interface Design, InDesign, Photoshop, Concept Design, Logo Design, After Effects, Video Editing, Image Manipulation, Microsoft Office, Retouching
Education
Art Institute of Colorado 2002 — 2007
VEMG, Visual Effects/Motion Graphics
Kansas State University 1999 — 2001
Morgan Stanley September 2012 - Present
Mitsubishi UFJ Securities February 2009 - June 2012
The Winter Group May 2007 - October 2008
Citibank April 2005 - May 2007
Nomura September 1989 - April 2005
Skills
Financial Analysis, Accounting, Account Reconciliation, Management, Asset Management, Fixed Income, Valuation, Derivatives, Product Control, Financial Services, Bloomberg, Risk Management, Finance
Education
Pace University 1992 — 1997
MBA, Financial Management
Binghamton University - School of Management 1985 — 1989
BS, Accounting
The Winter Group April 2015 - Present
Acadia Insurance Services August 2014 - March 2015
AIG December 2012 - July 2014
Mt. Hermon June 2012 - August 2012
Waddell & Reed Financial Advisors September 2011 - December 2011
Sea World June 2011 - August 2011
Point Loma Nazarene University May 2010 - August 2010
Sea World San Diego March 2009 - September 2009
Sea World San Diego March 2008 - August 2008
Sea World San Diego June 2006 - August 2006
Skills
Customer Service, Outdoor Recreation, Microsoft Excel, PowerPoint, Public Speaking, Event Planning, Leadership, Microsoft Office, Microsoft Word, Event Management, Marketing, Research
Education
Point Loma Nazarene University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The County of Ventura January 2014 - Present
Sanctuary Psychiatric Centers of Santa Barbara December 2012 - Present
Michael J Dougan November 2008 - Present
Bang the Gavel August 2013 - October 2013
V.O. LLC December 2012 - March 2013
JumpFuel December 2011 - December 2012
The Arise Foundation February 2011 - December 2012
Bitscale Inc. June 2010 - June 2011
Begin Within February 2009 - January 2010
The Winter Group 2002 - 2008
Skills
SQL Server, MySQL, .NET, SQL, Java, JavaScript, XML, HTML, C#, Operating Systems, Agile, ASP.NET, Web Services, PHP, Databases, Software Development, Integration, Enterprise Architecture, Architecture, Business Intelligence, SDLC, Visual Basic, Forecasting, IIS, VB.NET, Application Development, ASP, Objective-C, iOS development, Android Development, Microsoft SQL Server, Agile Methodologies, Database Administration, Oracle, User Interface Design, Android, REST, Web Applications, Software Design, iOS, Database Design, T-SQL, Subversion, Scrum, HTML 5, Architectures
Education
University of California, Santa Barbara
B.A., Psychology
Guidepoint Global January 2014 - Present
BCA Research 2010 - 2013
Egan-Jones Ratings and Analytics 2009 - 2010
Morgan Keegan & Co 2007 - 2009
The Winter Group February 2006 - September 2007
Skills
Investments, Business Development, Asset Management, Portfolio Management, Equities, Investment Strategies, Asset Allocation, Sales, Fixed Income, Financial Markets, Capital Markets, Hedge Funds, Wealth Management, Trading
Education
Indiana University Bloomington
BA, Psychology
Self-employed September 2008 - Present
The Winter Group June 2005 - March 2008
Barona Resort & Casino June 2004 - May 2005
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Management, Investment Strategies, Fixed Income, Asset Allocation, Securities, Retirement, Financial Analysis, Estate Planning, Banking, Alternative Investments, Capital Markets
Education
UC Santa Barbara 2000 — 2004
Bachelor of Science (BS), Business/Managerial Economics
Walgreens June 2013 - Present
Central Line Infusion February 2009 - October 2010
Blue Cross/Blue Shield and Chrysler Financial February 2008 - February 2009
First Data Corp. March 2007 - August 2007
The Winter Group October 2005 - January 2007
TransUnion May 2005 - October 2005
Countrywide Home Loans March 2004 - August 2004
Pulte Mortgage February 2001 - July 2003
Skills
Healthcare, Hospitals, Nursing, Medical Terminology, Patient Safety, HIPAA, Accurate Data Entry, Customer Satisfaction, Mortgage Banking, Clinical Data Management, Accurate Record Keeping, Customer Liason, Client Liason, Office Administration, Administrative..., Database Administration, Friendly Personality, Team Building, Team-oriented, Microsoft Office, Enthusiasm to learn, Meet Deadlines, Eager to learn new..., Passion for Helping..., Nursing Education, Medical Records, Medical Education, Patient Support, Patient Outcomes, Quality Patient Care, Animal Welfare, Charity Work, Data Entry, Vital Signs
Education
Lone Star College System 2008 — 2014
currently, Nursing Education
Cambridge College 2007 — 2007
Certificate, Medical/Clinical Assistant, 4.0
Mansfield Business School 1987 — 1989
certificate, Medical Assistant
Solutionreach, Inc. October 2014 - Present
Bod:Evolve June 2013 - October 2014
Blockbuster August 2012 - May 2013
Broadway Center for Plastic Surgery July 2011 - August 2012
Renewal Surgery Center October 2008 - July 2011
Colorado Surgical Arts January 2007 - August 2008
The Winter Group 2005 - 2007
Aurora Loan Services - Lehman Brothers 2003 - 2005
Skills
Leadership, Customer Service, Microsoft Excel, Inventory Management, Data Entry, Loans, Healthcare, Human Resources, Administrative..., Mortgage Lending, Accounts Receivable, Accounts Payable, Team Leadership, QuickBooks, Office Management, Support Analysts, Train Employees, Email Marketing, Presentations, Microsoft Office, Retail, Outlook, Microsoft Word, PowerPoint, Organization, Public Speaking, Team Building, Event Planning, Teamwork, Employee Relations, Recruiting, Time Management, Training, Sales, Budgets, Employee Training, Customer Satisfaction, Process Improvement, Marketing, Management
Education
University of Denver 2008 — 2012
BBA, Business Administration, 3.5
Discovery Communications May 2014 - Present
ToolsGroup July 2011 - May 2014
Discovery Communications December 2007 - August 2010
The Winter Group 2006 - 2007
Skills
Financial Modeling, Analytics, Forecasting, Supply Chain Management, Management Consulting, Business Analysis, Strategy, Business Intelligence, Cross-functional Team..., Business Process..., Business Strategy, Program Management, Process Improvement, Competitive Analysis, ERP
Education
Massachusetts Institute of Technology 2010 — 2011
M.Eng, Logistics & Supply Chain Management
Wesleyan University
BA, Economics, Mathematics
Graebel Companies March 2007 - Present
Equity One, Inc October 2006 - March 2007
The Winter Group June 2006 - September 2006
Equity One, Inc June 2002 - October 2004
American General Finance April 2000 - June 2002
Wells Fargo Bank May 1999 - April 2000
Skills
Relocation, Customer Relations, Inventory Management, Customer Service, Real Estate, Transportation, Operations Management, Negotiation, Leadership, Shipping, Logistics, Customer Satisfaction, Sales, Team Building, Contract Negotiation, Budgets, Microsoft Excel, Human Resources, Management, Vendor Management, New Business Development, Strategic Planning, Warehousing, Account Management, Mortgage Lending, Microsoft Office, Process Improvement, Contract Management
Education
Metropolitan State College of Denver 1998 — 1999
Ponderosa High School 1994 — 1998
Diploma
PRATT INSTITUTE September 2014 - Present
Hudson Advisors, LLC October 2011 - September 2014
Affinion Group December 2008 - October 2011
The Winter Group December 2005 - September 2008
Morgan Stanley 2001 - 2003
Skills
Financial Modeling, Valuation, Finance, Loans, Due Diligence, Asset Management, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis
Education
Pratt Institute 2014 — 2017
Master's Degree, Interior Design
Providence College 1998 — 2002
BS, Finance
Richmond, The American International University in London 2001 — 2001
Hewlett-Packard July 2015 - Present
SYNNEX December 2013 - July 2015
SYNNEX July 2012 - November 2013
Highland Gardens March 2010 - August 2011
Arcus January 2009 - January 2010
The Winter Group January 2008 - October 2008
Skills
Marketing Strategy, Sourcing, Management, Talent Acquisition, New Business Development, Recruiting, Sales, Public Speaking, Applicant Tracking..., Account Management, Salesforce.com, Telecommunications, Vendor Management, Technical Recruiting, Cold Calling, Solution Selling, Sales Process, Direct Sales, Cloud Computing, Networking, Program Management, Strategy, Business Development, Business Planning, SaaS, Marketing
Education
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Cedar Cliff High School 1999 — 2003
Negotium Advisors LLC October 2014 - Present
Brevet Capital Management October 2007 - December 2013
The Winter Group July 2005 - March 2007
Sandler O'Neill February 2002 - June 2005
Prudential Securities 1999 - 2002
Deutsche Bank Securities 1996 - 1998
Nomura Securities 1994 - 1996
Skills
Hedge Funds, Private Equity, Valuation, Fixed Income, Loans, Banking, Mortgage Lending, Structured Finance, Financial Structuring, Portfolio Management, Real Estate, Management, Capital Markets, Finance, ABS, Investments, Securitization, Asset Management, Alternative Investments, Due Diligence, Structured Products, Financial Modeling, Securities, Corporate Finance, Leveraged Finance, Investment Banking, Credit, Bonds
Education
New York University - Leonard N. Stern School of Business 1993 — 1998
MBA, Finance & Information Technology
Binghamton University - School of Management
BS, Finance
TD May 2012 - Present
TD Bank November 2009 - June 2012
Commerce Bancorp April 2008 - December 2009
Phymur Services LLC March 2008 - December 2009
TD Bank N.A. (Commerce Bancorp) January 2008 - December 2009
TD Bank 2008 - December 2009
The Winter Group January 2003 - December 2007
Beacon Hill Asset Management August 2000 - November 2002
Versatech Consulting March 1998 - August 2000
sanofi-aventis March 1998 - August 2000
Skills
Project Management, PMO, Executive Management, SDLC, Risk Management, Vendor Management, Banking, Program Management, Business Analysis, Integration, Governance, Finance, Software Project..., Requirements Analysis, Software Documentation, Business Process Design, Process Improvement, Due Diligence
Education
Summit High School 1977 — 1990
HS
Chubb Programmer Resources 1988 — 1988
Programming
College of the Holy Cross 1981 — 1986
B.A., Physics
Pennsylvania State University-Great Valley Graduate Center
Deutsche Bank May 2010 - Present
JP Morgan Chase December 2008 - May 2010
The Winter Group October 2004 - November 2007
Orbis Squared Partners August 2002 - October 2004
Opcenter May 2001 - August 2002
Snickelways Interactive March 1999 - May 2001
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, Interaction Design, Front-end, User Interface, Usability Testing, Heuristic Evaluation, Usability Engineering, User Experience Design, Usability, Human Computer..., Wireframes, Information Design, E-commerce, Investment Banking, Electronic Trading, Fixed Income Technology, Financial Services, User Research, Visual Design, Desktop Application..., Web Application Design, Agile Methodologies
Education
Rhode Island School of Design 1994 — 1998
American Mortgage Consultants, Inc. April 2013 - Present
Allonhill October 2008 - April 2013
The Winter Group October 2004 - October 2008
Education
New York University 1997 — 2000
Nourishing Skin Care Products by Eu2Be September 2015 - Present
Radian Guaranty, Inc. July 2010 - January 2015
PMI Mortgage Insurance Co. September 2009 - July 2010
Contract Portfolio Due Diligence September 2008 - June 2009
The Winter Group October 2006 - June 2008
Irwin Home Equity February 2006 - October 2006
GreenPoint Mortgage 1998 - 2006
Headlands Mortgage Co. 1991 - 1998
Skills
Real Estate Financing, Due Diligence, Management, Vendor Management, Mortgage Underwriting, Credit Risk, Loan Origination, Loans, Credit Analysis, Mortgage Lending, Financial Services, Mortgage Banking, Mortgage Servicing, Risk Management, Credit, Residential Mortgages, Underwriting, Financial Risk, Financial Analysis, Process Improvement, Portfolio Management, Finance, Banking, Analysis, FHA, Loan Servicing, Consumer Lending, Refinance, Commercial Lending, Securitization, Capital Markets, Financial Structuring
Education
University of California, Berkeley 1981 — 1983
English Literature (British and Commonwealth)
SCL Health System January 2013 - Present
Bonfils Blood Center January 2008 - January 2013
The Winter Group October 2005 - August 2007
Sushi Den July 1995 - October 2005
Murrayhill 2000 - 2002
Skills
Valuation, Due Diligence, Financial Analysis, Mortgage Lending, Securitization, Credit, Financial Modeling, Asset Managment, Risk Management, Loans, Data Analysis, Credit Analysis, Investments, Strategic Planning, Loss Mitigation, Budgets, Credit Risk
Education
Metropolitan State University of Denver 1991 — 1997
BS, Finance & Real Estate
Regis High School 1988 — 1991
Ambac October 2010 - Present
Auriga USA, LLC January 2009 - September 2010
The Winter Group December 2005 - July 2008
The Winter Group April 2004 - December 2005
The Winter Group August 2003 - April 2004
Skills
Structured RMBS, Residential Whole Loan..., Risk Management, Loss Mitigation, Credit, Portfolio Management, Loans, Mortgage Lending, Finance, Due Diligence, Financial Risk, Residential Mortgages, Securitization, MBS, Trading, Vendor Management, Analysis, Intex, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Business Administration (BBA), Finance
The Winter Group VP of TechnologyAuriga USA, LLC2009 - 2010
Credit Suisse First Boston 2000 - 2004
Education
New York University - Polytechnic School of Engineering 1992 — 1995
301
The Winter Group July 2005 - November 2007
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Janney Montgomery Scott March 2010 - Present
Bank of America Merrill Lynch February 2008 - April 2010
WaMu Capital Corp March 2007 - January 2008
The Winter Group June 2004 - January 2007
Skills
Valuation, Trading, Mortgage Lending, ABS, Fixed Income, Series 7, Capital Markets, Series 63, Bloomberg, Portfolio Management, Securities, Financial Modeling, Hedge Funds, Investments, Asset Management, Mutual Funds, Financial Analysis, Bonds, Derivatives
Education
Saint Bonaventure University 2000 — 2004
BBA, Finance, Economics Minor
Moye White LLP August 2014 - Present
Trinidad Benham Corp February 2007 - July 2014
The Winter Group May 2005 - January 2007
Evergreen Analytical Inc August 2001 - February 2005
Skills
Vendor Management, Microsoft Technologies, Cisco Certified, Microsoft Licensing, Network Engineering, Citrix, Visual Basic, Process Improvement, Budgets, SharePoint, Microsoft SQL Server, Exchange 2010/2007/2003, Cisco Firewall Security, Cisco VPN, Relational Databases, SAN, Avaya IP Telephony, Active Directory, Document Management, Department Supervision, Policy Planning, IT & Business Strategy..., Business Continuity..., Technology Roadmapping, Storage, Disaster Recovery, Network Administration, Data Center, Technical Support, VMware, VMware ESX, Information Technology, Visio, DNS
Education
University of Colorado at Denver 1996 — 2001
BS, Information Systems
The Winter Group, LLC February 2005 - Present
The Winter Group 2005 - Present
Office of (former) Lt. Governor Mark Singel (D-PA) 1987 - 1995
Skills
Public Policy, Government, Lobbying, Strategic Communications, Public Affairs, Economic Development, Political Campaigns, Legislative Relations, Strategic Planning, Grassroots Organizing, Politics, Public Relations, Fundraising, Non-profits, Franchise Consulting, Public Speaking
Education
Penn State 1971 — 1975
Federal Reserve Bank of San Francisco January 2013 - Present
Federal Reserve Bank of New York June 2009 - December 2012
Merrill Lynch April 2008 - June 2009
UBS 2006 - 2007
The Winter Group 2003 - 2006
Skills
Mortgage, Valuation, CMBS, Real Estate Finance, Structuring, Structured Finance, Loans, Securitization, Financial Structuring, Mortgage Lending, MBS, CDO, Capital Markets, ABS, Financial Modeling, Financial Risk, Investments
Education
Cornell University 1999 — 2003
CSI/Optum November 2014 - Present
Matrix Medical Network November 2013 - November 2014
Healthcare Coding Consultants July 2011 - November 2013
University Physicians, Inc. March 2009 - June 2011
Concorde Career Colleges, Inc. 2008 - 2009
UBS AG, Home Finance October 2006 - November 2007
The Winter Group May 2005 - June 2006
Aurora Loan Services March 2003 - May 2005
Skills
Medical Records, EMR, CPT, ICD-9, Epic Systems, HIPAA, Medical Coding, Surgery, Hospitals, Extensive Analytical..., Medical Terminology, CPC Certification, Citrix, Word, Excel,..., HIPAA Certified, Multi-speciality..., HCPCS, Proficiency in ICD-9,..., Medical Terminology,..., Remote Coding Experience, EPIC, Nextgen, EMR's, E/M, Surgery Coding, Outpatient Physician..., HCC Coding, CPC-H Certification, Healthcare, Healthcare Management, Medical Billing
Education
AAPC Accelerated CPC-H Course 2014 — 2014
Certified Professional Coder-Hospital, CPC-H Certified
Currently Studying for CCS exam 2014 — 2014
AHIMA 2010 — 2010
Anatomy and Physiology
AAPC Professional Medical Coding Curriculum (PMCC) 2008 — 2008
Certified Professional Coder (CPC), Medical Coding
Concorde Career College-Aurora 2007 — 2008
Certified Medical Coder, Medical Coding
Pima Community College 1988 — 1988
Federal Deposit Insurance Coporation October 2008 - Present
FDIC October 2008 - Present
UBS Investment Bank August 2006 - November 2007
UBS AG, Investment Bank 2006 - 2007
UBS 2006 - 2007
The Winter Group November 2004 - July 2006
Countrywide Full Spectrum Lending September 2002 - December 2004
Columbia Savings and Loan Association 1985 - 1989
Skills
Risk Management, Valuation, Mortgage Lending, Credit, Loan Origination, Banking, Credit Risk, Real Estate, Loans, Finance, Management, Loan Servicing, Underwriting, Asset Management, Mortgage Banking, Commercial Banking, Investment Banking, Credit Analysis, Executive Management
Education
California State University-San Bernardino
BA, Business Administration
The Money Source Inc. November 2013 - Present
New Penn Financial, LLC October 2011 - October 2013
Banc Of Manhattan/Capital January 2011 - October 2011
First Empire Securities March 2009 - January 2011
Pro Health 2008 - 2009
The Winter Group April 2004 - August 2008
Skills
Credit Analysis, Loss Mitigation, Loan Origination, Loans, Series 63, Sales, Mortgage Banking, Finance, Financial Structuring, Underwriting, Pricing, Residential Mortgages, Mortgage Lending, Refinance, Asset Management, Financial Analysis, Credit, Due Diligence, Valuation, Banking, Investments, Fixed Income, Risk Management, Negotiation, Financial Services, Portfolio Management, FHA, Capital Markets, Financial Risk, Commercial Lending, Mortgage Servicing, Real Estate Economics, Funding, Mortgage Underwriting, Structured Finance, Credit Risk, Relationship Management, Loan Servicing
Education
Clemson University - College of Business and Behavioral Science 1998 — 2002
At the Beach December 2008 - Present
Colorado Credit Union December 2007 - October 2008
Red Rocks Credit Union July 2006 - November 2007
The Winter Group August 2005 - June 2006
H&R Block Mortgage Corp. 2003 - 2005
Education
Arizona State University 1997 — 2000
Business/Finance
NRT Reoexperts, LLC November 2010 - Present
The National Groups September 2009 - November 2010
Integrated Asset Services April 2008 - September 2009
Edison MDS 2007 - 2008
The Winter Group 2006 - 2007
GE Mortgage Services, Inc 1998 - 2004
Skills
Loans, Vendor Management, Loss Mitigation, Valuation, Mortgage Lending, REO, Escalation Resolution, Mortgage Banking, Asset Management, Foreclosures, Real Estate, Loan Servicing, Property Management, Loan Origination, HUD, Mortgage Servicing, FHA, Real Estate Transactions
Education
George Mason University 1980 — 1983
Covance Inc May 2008 - Present
The Winter Group August 2003 - December 2007
AstraZeneca June 2000 - August 2003
AstraZeneca October 1997 - June 2000
Zeneca/AstraZeneca 1993 - September 1997
PriceWaterhouseCoopers (f/k/a Coopers & Lybrand) 1988 - 1992
Education
Temple University - Fox School of Business and Management 1992 — 1996
MBA, Finance
Rutgers, The State University of New Jersey-Camden 1984 — 1988
BS, Accounting/Economics
Paul VI
Macomber, LLC 2006 - Present
Heartland Energy 2007 - 2009
TM Design 2002 - 2007
Amherst Reeves 2000 - 2001
The Winter Group 1999 - 2000
Medimetrix Unison 1993 - 1999
Skills
Illustrator, Graphic Design, Graphics, Visual Communication, Art Direction, Logo Design, Creative Direction, Corporate Identity, Flash Animation, Brochures, Typography, Image Manipulation, Art
Education
Art Institute of Colorado 1990 — 1992
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
AMIP Management, LLC May 2014 - Present
NewOak Capital Advisors August 2013 - April 2014
Dune Alpin Capital LLC March 2012 - April 2014
Continuum Mortgage Solutions LLC May 2012 - July 2013
DHM Mortgage Servicing May 2010 - February 2012
C12 Capital Management September 2009 - May 2010
Barclays Capital June 2008 - September 2009
WaMu Capital 2006 - 2008
The Winter Group 2005 - 2006
Countrywide Securities 1998 - 2003
Skills
Fixed Income, Residential Mortgages, Mortgage Lending, Capital Markets, Portfolio Management, Asset Managment, Loans, Trading, Hedge Funds, Valuation, Loan Origination, Mortgage Banking, Investments, Credit, Loss Mitigation, Due Diligence, Asset Management, Banking, Loan Servicing, Underwriting, Securitization, Financial Risk, Finance, Series 7, Funding, Credit Risk, Mergers & Acquisitions, Financial Structuring, REO, Credit Analysis, Securities, Bonds, Financial Services, Commercial Mortgages, Private Equity, Real Estate Economics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Finance
Trinity College-Hartford 1979 — 1983
BA, History, Political Science
Aurora Loan Services, A Lehman Brothers Company May 2006 - May 2008
The Winter Group January 2005 - April 2006
WaMu 2001 - 2004
NCS January 1996 - January 2001
Skills
Underwriting, Credit, Mortgage Lending, Credit Risk, Compliance, Banking, Due Diligence, Risk, Loss Mitigation, Mortgage, Loans, Credit Analysis, Residential Mortgages, FHA, Risk Management, Mortgage Banking, Mortgage Underwriting, Loan Origination, Customer Relations, VA, Refinance, Conventional, Mortgage Servicing, Loan Servicing, Commercial Lending, Portfolio Management
Education
Anna Maria College
Finance, Finance and Accounting
Stewart Lender November 2013 - August 2014
American Mortgage Consultants June 2013 - November 2013
Opus Capital Markets January 2013 - June 2013
Allonhill December 2009 - January 2013
Enterprise June 2008 - December 2009
Silverhill Financial 2006 - 2008
The Winter Group 2006 - 2006
Skills
Loan Servicing, Mortgage Underwriting, Loan Origination, FHA, Mortgage Lending, Underwriting, Loss Mitigation, Loans, Credit Analysis, Mortgage Servicing, Portfolio Management, Mortgage Banking, Credit, Asset Management, Residential Mortgages, Securitization, Banking, Finance, Credit Risk, Financial Services, Financial Risk, Real Estate Economics, Default, Refinance
Education
Regis University 2008 — 2010
MBA, Accounting & Finance
Iowa State University - College of Business 1998 — 2001
Varden Pacific LLC December 2009 - Present
Barclays Capital February 2007 - November 2009
The Winter Group May 2005 - January 2007
Credit Suisse July 2001 - May 2005
Credit Suisse First Boston June 1997 - April 2000
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Washington 1988 — 1993
BA, Business Administration and Accounting
Auriga USA December 2008 - Present
The Winter Group January 2008 - September 2008
Credit Suisse September 2000 - October 2007
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Securitization, Residential Mortgages, ABS, Fixed Income, MBS, Asset Management, Funding, Loan Origination, Loans, Alternative Investments, Due Diligence, Financial Structuring, CMBS, Credit, Capital Markets, Bloomberg, Hedge Funds, Structured Finance, Hedging, Series 63, Investment Banking, Portfolio Management, Mortgage Lending, Finance, Structured Products, Securities, Bonds, Series 7, Financial Modeling, Investments, Financial Markets, Valuation, Trading, Credit Analysis, Commercial Real Estate, Derivatives, Commercial Lending, Equities, Credit Derivatives, Swaps, Emerging Markets, Credit Risk, Options, High Yield, Rates, Investment Management
Education
Bentley University 1990 — 1994
BS, Accounting
Revenue Management Solutions of NY, Inc. 2008 - Present
The Winter Group 2003 - 2008
Credit Suisse First Boston 1998 - 2003
Education
University at Albany, SUNY 1992 — 1996
BA, Finance
Altium Wealth Management, LLC March 2011 - Present
Calvary Asset Management August 2008 - February 2011
The Winter Group September 2002 - July 2008
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services
Education
Iona College 1989 — 1993
BBA, Finance
Marinus Capital September 2009 - Present
JP Morgan Chase June 2007 - November 2009
The Winter Group 2004 - 2007
GreenPoint Bank 1991 - 2004
Skills
Basel II, QRM, Intex Desktop, MBS, Securitization, ABS, Fixed Income, Risk Management, Valuation, Forecasting, Treasury, Bonds, Portfolio Management, Hedging, Investments
Education
Pace University - Lubin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Home Mortgage August 2010 - Present
Aerotek Professional Services May 2009 - February 2011
Clayton Fixed Income Services July 2006 - July 2008
The Winter Group June 2005 - July 2006
Carteret Mortgage October 2004 - June 2005
Washington Mutual August 2000 - October 2004
Skills
Investments, Loans, Marketing, Mortgage Lending, Strategic Financial..., Underwriting, Credit
Education
New York Institute of Technology-Old Westbury 2006 — 2008
Master of Science, Finance
Metropolitan State University of Denver 1984 — 1990
Bachelor of Arts, Economics
RTC Group 2001 - Present
The Winter Group 2004 - 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1982 - 2001
Skills
Facilities Management, Risk Management, Project Management, Vendor Management, Asset Managment, Operations Management, Due Diligence, Budgets, Management, Process Improvement, Asset Management, Program Management, Mortgage Lending, Financial Risk, Negotiation, Strategic Planning, Fixed Income
Education
The New School
Space Planning & Design
Merrill Lynch July 2012 - Present
SIX Telekurs June 2010 - July 2012
Gold Creek Capital Management January 2009 - December 2009
406 Partners March 2007 - January 2009
The Winter Group 2004 - 2007
JPMorgan Chase 2001 - 2004
Prudential Securities August 1999 - July 2000
Skills
Intex, MBS, Valuation, Structured Finance
Education
Queens College
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
RBC Capital Markets October 2010 - Present
On Deck Capital July 2008 - October 2009
The Winter Group 2006 - 2008
Credit Agricole (Calyon) 2005 - 2006
Nomura Securities 1994 - 2005
PricewaterhouseCoopers 1992 - 1994
Yohalem, Gilman & Co. 1990 - 1992
Skills
Capital Markets, Equities, Fixed Income, Derivatives, Financial Modeling, Hedge Funds, MBS, Risk Management, Product Control, Bloomberg, Valuation, Financial Analysis, Securitization, Prime Brokerage, Middle Office, Securities, Accounting, Investment Banking, Structured Finance
Education
Pace University - Lubin School of Business 1988 — 1990
MBA, Accounting
St. Francis College
BA, Economics
Minerva Capital Holdings LLC July 2008 - Present
Minerva Properties Inc. May 2010 - Present
Minerva Home Improvement Corp. July 2011 - Present
The Winter Group May 2007 - August 2007
Divine Capital Markets May 2005 - August 2005
Skills
Asset Management, Real Estate Economics, Strategic Planning, Project Management, Real Estate, Analysis, Budgets, Strategy, Data Analysis
Education
The George Washington University 2004 — 2008
Batchelor of Science, Mathematics, Economics
Auriga January 2009 - Present
The Winter Group 2002 - 2008
Credit Suisse 2000 - 2002
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Capital Markets, Fixed Income, Securitization, Structured Finance, Due Diligence, Hedge Funds, Asset Managment, Derivatives, Trading, Investments, Loan Origination, Portfolio Management, Private Equity, Risk Management, Financial Modeling, Asset Management, Financial Structuring, Credit Derivatives, Corporate Finance, Financial Markets, Valuation, Mergers & Acquisitions, Bloomberg, Securities, Loans, Venture Capital, Bonds, Mortgage Lending, Banking, Credit, Equities, Alternative Investments, Investment Banking, Finance, Structured Products, Financial Analysis
Education
Franklin & Marshall College 1990 — 1992
Gilman
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
Terwin Money Management September 2003 - January 2009
The Winter Group 2003 - 2009
AIG SunAmerica May 1985 - September 2003
Education
Colorado State University 1975 — 1979
Wells Fargo December 2010 - Present
Wachovia Bank March 2008 - December 2010
Saint Joseph Church January 2003 - June 2008
Warren County Pharmacy January 2000 - January 2008
The Winter Group October 2006 - November 2007
Skills
Loans, Credit, Banking, Investments, Compliance, Full-cycle Recruiting, Direct Recruiting, Recruiting, Retail Banking, Portfolio Management, Consumer Lending, Management, SDLC, Sales, Leadership, Onboarding, Sourcing, Customer Service, Relationship Management, Mortgage Lending, Finance, Commercial Lending, Small Business Lending, Financial Services, Commercial Banking, Series 63, Cash Management, Cross Selling, Loan Origination
Education
2006Rutgers University (Douglass College) 2002 — 2006
B.A, American Studies
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Arts, American Studies
Moody's Investors Service 2007 - Present
The Winter Group 2005 - 2007
Cadwalader, Wickersham & Taft LLP 2000 - 2005
Skills
Structured Finance, Legal / Financial..., Credit / Legal Analysis, RMBS, Article Writing, Capital Markets, Securitization, Business Operational..., Credit Analysis, Residential Mortgages, Fixed Income, Public Speaking, Derivatives, Journalism
Education
New York University School of Law 1997 — 1999
Doctor of Law (JD)
Emory University 1988 — 1992
Bachelor's degree, Economics, Near perfect GPA in Economics
Federal Home Loan Bank of New York February 2012 - Present
The Winter Group September 2005 - July 2008
Skills
Fixed Income, MBS, Derivatives, Capital Markets, Bloomberg, Loans, Financial Risk, Asset Management, Investments
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University in the City of New York 2001 — 2005
Bachelor of Science (BS), Industrial Engineering & Operations Research / Economics
Milton Academy 1997 — 2001
Sprint March 2011 - February 2012
Sprint Nextel May 2008 - April 2011
Alliance Bancorp (company closure) March 2007 - July 2007
PMI Group June 2006 - August 2006
The Winter Group December 2005 - April 2006
The PMI Group, Inc. 2006 - 2006
Master Financial, Inc September 2004 - November 2005
Finance America November 2003 - August 2004
Republic Mortgage Insurance Company (RMIC) January 2002 - November 2003
Education
Community College of Denver 1981 — 1982
Biology
Hudson Advisors, LLC July 2011 - Present
Westport Capital Partners / Oseberg Asset Management LLC November 2008 - June 2011
The Winter Group 2002 - 2008
Beacon Hill Asset Management April 1996 - November 2002
Skills
Securitization, Valuation, Fixed Income, Asset Managment, Capital Markets, Structured Finance
Education
Pace University 1992 — 1995
MBA, Management Informations Systems
University of Maryland College Park 1982 — 1986
BS, Finance, Computer Science
SunTrust Mortgage February 2012 - Present
CITIMORTGAGE Inc September 2009 - February 2012
Aurora Loan Services January 2009 - September 2009
Aurora Loan Services January 2009 - September 2009
CITIMORTGAGE Inc April 2007 - December 2008
CITIMORTGAGE Inc September 2006 - April 2007
WACHOVIA WHOLESALE July 2006 - September 2006
The Winter Group November 2005 - July 2006
PULTE MORTGAGE COPRORATION August 2005 - November 2005
WASHINGTON MUTUAL, DENVER WHOLESALE LOAN CENTER March 2005 - July 2005
Skills
Credit, Mortgage, Loans, Conventional, Documentation
Education
Colorado State University 1989 — 1994
Bachelor of Science, Agricultural Business
Tri State Dental Supplies August 2008 - Present
The Winter Group August 2006 - November 2007
Aurora Loan Services January 2004 - August 2006
SIB Mortgage October 2001 - January 2004
Summit Bank August 1998 - October 2001
Summit Bank August 1997 - August 1998
United Jersey Bank May 1996 - August 1998
Skills
Software Documentation, Banking, Customer Service, Customer Satisfaction, Leadership, Training, Team Leadership
Education
Middlesex County College
Associate of Arts and Sciences (AAS), Retail Management, 3.9
Rutgers, The State University of New Jersey-New Brunswick
Law Office of Richard W. Chun, PLLC November 2008 - Present
SSG Advisors LLC 2008 - Present
The Winter Group September 2004 - December 2008
Morgan, Lewis & Bockius LLP September 1999 - September 2004
Cummings & Lockwood May 1998 - August 1998
Skills
Litigation, Finance, Corporate Law, Due Diligence, Joint Ventures, Hedge Funds, Capital Markets, Intellectual Property, Licensing, Securities, Asset Managment, Project Finance, Securities Regulation, Structured Finance, Private Equity, Asset Management, Bankruptcy, Investment Banking, Mergers & Acquisitions, Restructuring
Education
St. John's University School of Law 1996 — 1999
J.D.
Cornell University 1991 — 1994
B.A., Philosophy
Enterprise Loan Management Systems January 2014 - Present
C&A Consulting, LLC January 2014 - Present
PHH Mortgage June 2012 - December 2013
GMI Home Loans, LLC April 2009 - August 2011
The Winter Group June 2004 - December 2006
Skills
Transaction Management, Non-performing Loans, Mortgage Banking, Residential Mortgages, Mortgage Lending, Microsoft Excel, Mortgage Underwriting, Microsoft Office, Microsoft Word, Secondary Mortgage..., Mortgage Insurance, HARP Mortgages, Mortgage Servicing, Collateral, Asset Management, SQL, Non-QM mortgages, BPO review
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
SLS October 2014 - Present
Nationstar Mortgage August 2012 - September 2014
Aurora Bank FSB October 2008 - July 2012
Aurora Bank FSB March 2007 - October 2008
The Winter Group March 2006 - January 2007
Safeco Insurance July 1999 - January 2003
Safeco Insurance September 1995 - July 1999
Pulte Mortgage November 1987 - August 1994
Security Pacific Mortgage Corporation January 1984 - June 1987
Skills
Mortgage Banking, Financial Accounting, Claims, Collateral, Franchise Financing, REO, Organization Skills, Account Reconciliation, High Level Of Accuracy, Access, Mortgage Servicing, Banking, Loan Origination
Education
Community College of Denver, Red Rocks Campus 1983 — 1984
AAS, Word Processing
University of Northern Colorado 1981 — 1983
AAS, Business