1st Source Bank
Industry: Financial services company
Description1st Source Corporation is a financial services company headquartered in South Bend, Indiana. It operates 1st Source Bank, a bank with 81 branches in Indiana and Michigan. The bank's Specialty Finance Group provides financing for aircraft, trucks, and construction equipment. Headquarters: South Bend, Indiana, United States Number of employees: 1,150 (2017) Total assets: 5.638 billion USD (2017) Subsidiaries: 1st Source Bank, 1st Source Capital Trust I,
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1st Source Bank Employees
Employee
Years
Job
Industry
Joshua Neff Joshua Neff's 1st Source Bank Experience January 2008 - June 2014
Job Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo June 2014 - Present
1st Source Bank January 2008 - June 2014
1st Source Bank August 2006 - January 2008
1st Source Bank October 2002 - August 2006
JPMorgan Chase May 2000 - December 2001
Skills
Member of AIRA, CIRA projected 2014, Credit Analysis, Finance, Credit, Loans, Commercial Lending, Portfolio Management, Banking, Financial Analysis, Investments, Cash Management
Education
Bethel College 2013 — 2014
Master of Business Administration (MBA), 4.0
Wabash College 1996 — 2000
Bachelor of Arts (BA), Economics
University of Essex 1999 — 1999
Wells Fargo June 2014 - Present
Wells Fargo June 2014 - Present
1st Source Bank January 2008 - June 2014
1st Source Bank August 2006 - January 2008
1st Source Bank October 2002 - August 2006
JPMorgan Chase May 2000 - December 2001
Skills
Member of AIRA, CIRA projected 2014, Credit Analysis, Finance, Credit, Loans, Commercial Lending, Portfolio Management, Banking, Financial Analysis, Investments, Cash Management
Education
Bethel College 2013 — 2014
Master of Business Administration (MBA), 4.0
Wabash College 1996 — 2000
Bachelor of Arts (BA), Economics
University of Essex 1999 — 1999
Anthony Mersits Anthony Mersits's 1st Source Bank Experience 1987 - 1990
Job Management/Finance Professional (5742763650)
Industry Banking
Experience
Walkerton Police October 2014 - February 2015
H&R Block January 2014 - April 2014
NDFCU May 2005 - April 2013
KEY BANK 1999 - 2005
NORWEST BANK/LA PORTE BANK & TRUST 1990 - 1999
1ST SOURCE BANK 1987 - 1990
Skills
Sales, Loans, Banking, Leadership, Training, Operations Management, Retail Banking, Strategy, Credit, Coaching, Investments, Mortgage Lending, Customer Satisfaction, Marketing, Time Management, Financial Services, Building Professional..., Six Sigma Green & Black..., Cross Selling, Portfolio Management, Customer Service, CRM, Consumer Lending
Education
University of Notre Dame
B.B.A, Management
Walkerton Police October 2014 - February 2015
H&R Block January 2014 - April 2014
NDFCU May 2005 - April 2013
KEY BANK 1999 - 2005
NORWEST BANK/LA PORTE BANK & TRUST 1990 - 1999
1ST SOURCE BANK 1987 - 1990
Skills
Sales, Loans, Banking, Leadership, Training, Operations Management, Retail Banking, Strategy, Credit, Coaching, Investments, Mortgage Lending, Customer Satisfaction, Marketing, Time Management, Financial Services, Building Professional..., Six Sigma Green & Black..., Cross Selling, Portfolio Management, Customer Service, CRM, Consumer Lending
Education
University of Notre Dame
B.B.A, Management
Emily Eash's 1st Source Bank Experience June 2014 - July 2015
Job J.D. Candidate Valparaiso University School of Law Class of 2018
Industry Law Practice
Experience
LaSalle Grill June 2015 - Present
1st Source Bank June 2014 - July 2015
East Bank Emporium May 2014 - June 2015
Saint Mary's College - Notre Dame, IN August 2011 - May 2015
1st Source Bank March 2013 - May 2014
VanHorne Jewelers November 2007 - March 2013
The Olive Garden April 2009 - June 2011
Skills
Teaching English as a..., Intercultural Skills, Customer Service, Public Speaking, Spanish, Research, ESL, Teaching, Managed Money, Intercultural Relations, Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Windows, Outlook, Photoshop, HTML, Legal Research Skills, Project Planning
Education
Valparaiso University School of Law 2015 — 2018
Juris Doctor (J.D.), Law
Saint Mary's College 2011 — 2015
Bachelor’s Degree, English Language and Literature/Letters
LaSalle Grill June 2015 - Present
1st Source Bank June 2014 - July 2015
East Bank Emporium May 2014 - June 2015
Saint Mary's College - Notre Dame, IN August 2011 - May 2015
1st Source Bank March 2013 - May 2014
VanHorne Jewelers November 2007 - March 2013
The Olive Garden April 2009 - June 2011
Skills
Teaching English as a..., Intercultural Skills, Customer Service, Public Speaking, Spanish, Research, ESL, Teaching, Managed Money, Intercultural Relations, Microsoft Office, Microsoft Excel, Microsoft Word, English, PowerPoint, Windows, Outlook, Photoshop, HTML, Legal Research Skills, Project Planning
Education
Valparaiso University School of Law 2015 — 2018
Juris Doctor (J.D.), Law
Saint Mary's College 2011 — 2015
Bachelor’s Degree, English Language and Literature/Letters
William Feeley William Feeley's 1st Source Bank Experience June 2008 - August 2008
Job Sr. Key Account Manager at AnheuserBusch
Industry Food & Beverages
Experience
Anheuser-Busch November 2014 - Present
Anheuser-Busch May 2013 - November 2014
Anheuser-Busch October 2011 - April 2013
Anheuser-Busch September 2010 - September 2011
Anheuser-Busch September 2009 - August 2010
1st Source Bank June 2008 - August 2008
AM General May 2007 - August 2007
Gatorade May 2006 - August 2006
Skills
Microsoft Excel, Sales, Management, Marketing, PowerPoint, Leadership, Microsoft Office
Education
Siena College 2005 — 2009
BS in Finance with a Minor in Economics
Darien High School 2001 — 2005
Anheuser-Busch November 2014 - Present
Anheuser-Busch May 2013 - November 2014
Anheuser-Busch October 2011 - April 2013
Anheuser-Busch September 2010 - September 2011
Anheuser-Busch September 2009 - August 2010
1st Source Bank June 2008 - August 2008
AM General May 2007 - August 2007
Gatorade May 2006 - August 2006
Skills
Microsoft Excel, Sales, Management, Marketing, PowerPoint, Leadership, Microsoft Office
Education
Siena College 2005 — 2009
BS in Finance with a Minor in Economics
Darien High School 2001 — 2005
Erica Molden's 1st Source Bank Experience February 2008 - Present
Job Banking Center Manager at 1st Source Bank
Industry Banking
Experience
1st Source Bank February 2008 - Present
G D Wheaton Inc July 2003 - February 2008
Skills
Consumer Lending, Banking, Loans, Credit
Education
Walden University 2012 — 2015
Bachelor's Degree, Accounting
University of Phoenix
1st Source Bank February 2008 - Present
G D Wheaton Inc July 2003 - February 2008
Skills
Consumer Lending, Banking, Loans, Credit
Education
Walden University 2012 — 2015
Bachelor's Degree, Accounting
University of Phoenix
William Herman's 1st Source Bank Experience June 1998 - June 1999
Job Systems Analyst at Streamline Healthcare Solutions
Industry Information Technology and Services
Experience
Streamline Healthcare Solutions, LLC January 2013 - Present
University of Notre Dame June 2010 - December 2012
Great Lakes RV Center April 2009 - June 2010
Crowe Horwath LLP March 2007 - December 2008
Penn Harris Madison School Corporation January 2006 - March 2007
Interact Medical December 2004 - December 2005
New-Media Design June 1999 - April 2005
1st Source Bank June 1998 - June 1999
National Bank of Australia/Michican National Bank May 1997 - June 1998
MFB Financial September 1992 - May 1997
Skills
Data Warehousing, Business Analysis, Analysis, SQL Server, Problem Solving, Customer Relations, HTML, Databases, Business Intelligence, Cognos, Business Process..., Business Objects, Access, PHP, Data Analysis, SQL, Photoshop, Application Development, Microsoft Office, Requirements Analysis, Planning, Project Management, Agile Methodologies, Kanban, PL/SQL, Documentation, ColdFusion, Report Writing, SQL 2008/2005/2000, Visio, ETL, Software Documentation, Computer Systems..., Software Development, Management, Training, Troubleshooting, Testing, Crystal Reports, SharePoint, Customer Service, ASP.NET, Project Planning, Microsoft SQL Server
Education
University of Notre Dame 1984 — 1988
BS, MIS
Summerville High School
Streamline Healthcare Solutions, LLC January 2013 - Present
University of Notre Dame June 2010 - December 2012
Great Lakes RV Center April 2009 - June 2010
Crowe Horwath LLP March 2007 - December 2008
Penn Harris Madison School Corporation January 2006 - March 2007
Interact Medical December 2004 - December 2005
New-Media Design June 1999 - April 2005
1st Source Bank June 1998 - June 1999
National Bank of Australia/Michican National Bank May 1997 - June 1998
MFB Financial September 1992 - May 1997
Skills
Data Warehousing, Business Analysis, Analysis, SQL Server, Problem Solving, Customer Relations, HTML, Databases, Business Intelligence, Cognos, Business Process..., Business Objects, Access, PHP, Data Analysis, SQL, Photoshop, Application Development, Microsoft Office, Requirements Analysis, Planning, Project Management, Agile Methodologies, Kanban, PL/SQL, Documentation, ColdFusion, Report Writing, SQL 2008/2005/2000, Visio, ETL, Software Documentation, Computer Systems..., Software Development, Management, Training, Troubleshooting, Testing, Crystal Reports, SharePoint, Customer Service, ASP.NET, Project Planning, Microsoft SQL Server
Education
University of Notre Dame 1984 — 1988
BS, MIS
Summerville High School
Sandy McShea's 1st Source Bank Experience 2010 - 2011
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
PNC Bank January 2012 - April 2013
1st Source Bank 2010 - 2011
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Finance, Banking, Valuation, Due Diligence, Investments, Analysis, Strategy, Risk Management, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting
University of Notre Dame 2006 — 2010
BBA, Finance
Deloitte September 2014 - Present
PNC Bank January 2012 - April 2013
1st Source Bank 2010 - 2011
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Finance, Banking, Valuation, Due Diligence, Investments, Analysis, Strategy, Risk Management, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Consulting
University of Notre Dame 2006 — 2010
BBA, Finance
Rebecca (Flynn) Pattillo's 1st Source Bank Experience July 2015 - Present
Job Corporate Trainee at 1st Source Bank
Industry Financial Services
Experience
1st Source Bank July 2015 - Present
Notre Dame Disability Services Offiice August 2012 - May 2015
Social Venture Partners Dallas June 2014 - August 2014
The Observer: A student-run Notre Dame newspaper August 2012 - May 2014
McDonald's Corporation July 2009 - July 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Teamwork, Time Management, Team Leadership, Social Media, Public Speaking, Windows, Event Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.554
1st Source Bank July 2015 - Present
Notre Dame Disability Services Offiice August 2012 - May 2015
Social Venture Partners Dallas June 2014 - August 2014
The Observer: A student-run Notre Dame newspaper August 2012 - May 2014
McDonald's Corporation July 2009 - July 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Teamwork, Time Management, Team Leadership, Social Media, Public Speaking, Windows, Event Planning, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, 3.554
Brian Wolff Brian Wolff's 1st Source Bank Experience 1989 - 1992
Job
Industry Management Consulting
Experience
Lupine Ventures May 2012 - Present
Gravity Ventures, LLC December 2008 - Present
Bluelock, LLC September 2006 - November 2014
Vontoo January 2011 - December 2011
IMS Health September 2004 - April 2006
IMS Health February 2000 - August 2004
General Systems Design May 1998 - January 2000
Johnson & Johnson 1992 - 1998
1st Source Bank 1989 - 1992
Skills
SaaS, Start-ups, Business Development, Cloud Computing, Strategy, Strategic Planning, Marketing Strategy, Management, Strategic Partnerships, Sales, Management Consulting, Leadership, Business Planning, Entrepreneurship, Venture Capital, Data Center, Consulting, Product Management, Team Building, Sales Management, Lead Generation, Enterprise Software, Mergers & Acquisitions, Solution Selling, Cross-functional Team..., Business Strategy, E-commerce, Business Intelligence, Vendor Management, Salesforce.com, Competitive Analysis, New Business Development, Marketing, Go-to-market Strategy, Business Model...
Education
University of Michigan 1985 — 1989
Bachelor of Arts
Lupine Ventures May 2012 - Present
Gravity Ventures, LLC December 2008 - Present
Bluelock, LLC September 2006 - November 2014
Vontoo January 2011 - December 2011
IMS Health September 2004 - April 2006
IMS Health February 2000 - August 2004
General Systems Design May 1998 - January 2000
Johnson & Johnson 1992 - 1998
1st Source Bank 1989 - 1992
Skills
SaaS, Start-ups, Business Development, Cloud Computing, Strategy, Strategic Planning, Marketing Strategy, Management, Strategic Partnerships, Sales, Management Consulting, Leadership, Business Planning, Entrepreneurship, Venture Capital, Data Center, Consulting, Product Management, Team Building, Sales Management, Lead Generation, Enterprise Software, Mergers & Acquisitions, Solution Selling, Cross-functional Team..., Business Strategy, E-commerce, Business Intelligence, Vendor Management, Salesforce.com, Competitive Analysis, New Business Development, Marketing, Go-to-market Strategy, Business Model...
Education
University of Michigan 1985 — 1989
Bachelor of Arts
Alex Klupchak's 1st Source Bank Experience August 2009 - May 2011
Job Pricing/ Cost Analysis at Newly Weds Foods
Industry Banking
Experience
Newly Weds Foods September 2012 - Present
FirstMerit Bank November 2011 - September 2012
1st Source Bank August 2009 - May 2011
University of Notre Dame January 2009 - May 2009
Northwestern Mutual Financial Network May 2008 - April 2009
Education
University of Notre Dame 2005 — 2009
BBA, Finance
University of Notre Dame, Notre Dame, INNaperville Central High School 2005 — 2009
Bachelor, Business Administration; Finance
Newly Weds Foods September 2012 - Present
FirstMerit Bank November 2011 - September 2012
1st Source Bank August 2009 - May 2011
University of Notre Dame January 2009 - May 2009
Northwestern Mutual Financial Network May 2008 - April 2009
Education
University of Notre Dame 2005 — 2009
BBA, Finance
University of Notre Dame, Notre Dame, INNaperville Central High School 2005 — 2009
Bachelor, Business Administration; Finance
Erica Molden Erica Molden's 1st Source Bank Experience February 2008 - Present
Job Banking Center Operational Manager
Industry Banking
Experience
1st Source Bank February 2008 - Present
GD WHEATON INC July 2003 - February 2008
Education
University of Phoenix 2008 — 2010
ABA, Business
1st Source Bank February 2008 - Present
GD WHEATON INC July 2003 - February 2008
Education
University of Phoenix 2008 — 2010
ABA, Business
Beth Gudeman's 1st Source Bank Experience 1982 - 2001
Job Commercial Loan Officer at Teachers Credit Union
Industry Financial Services
Experience
Teachers Credit Union May 2012 - Present
Stanley Clark School 2008 - April 2013
Saint Mary's College January 2012 - May 2012
Renaissance Executive Forums January 2009 - May 2012
Fifth Third Bank 2002 - 2008
Corporate Services 2001 - 2002
1st Source Bank 1982 - 2001
Skills
Team Building, Management Consulting, Marketing Strategy, Business Development, Management, Leadership, Sales, Marketing, Cross-functional Team..., Sales Management, Entrepreneurship, Budgets, Portfolio Management, Strategy, Product Development, Executive Management, Small Business, Coaching
Education
University of Notre Dame
MBA
Valparaiso University
BS, Business Administration
Teachers Credit Union May 2012 - Present
Stanley Clark School 2008 - April 2013
Saint Mary's College January 2012 - May 2012
Renaissance Executive Forums January 2009 - May 2012
Fifth Third Bank 2002 - 2008
Corporate Services 2001 - 2002
1st Source Bank 1982 - 2001
Skills
Team Building, Management Consulting, Marketing Strategy, Business Development, Management, Leadership, Sales, Marketing, Cross-functional Team..., Sales Management, Entrepreneurship, Budgets, Portfolio Management, Strategy, Product Development, Executive Management, Small Business, Coaching
Education
University of Notre Dame
MBA
Valparaiso University
BS, Business Administration
Tamara Trujillo Tamara Trujillo's 1st Source Bank Experience January 2009 - May 2009
Job Associate Attorney at Chayet & Danzo LLC
Industry Law Practice
Experience
Chayet & Danzo LLC December 2009 - Present
1st Source Bank January 2009 - May 2009
Chayet & Danzo, LLC May 2008 - August 2008
Rush University Medical Center January 2008 - April 2008
Lake Country Superior Court August 2007 - December 2007
Law Offices of Steven R. Hicks May 2007 - August 2007
Legal Aid of Western Ohio May 2007 - August 2007
Walt Disney World March 2004 - August 2006
Fraternity Manager's Association May 2005 - June 2006
University Directories May 2005 - August 2005
Skills
Legal Research, Litigation, Commercial Litigation, Legal Issues, Courts, Westlaw, Mediation, Time Management, Legal Writing, Corporate Law, Civil Litigation, Hearings, Public Speaking, Trial Practice
Education
Valparaiso University School of Law 2006 — 2009
JD, Law
The Ohio State University Fisher College of Business 2002 — 2006
BS, Marketing, Real Estate and Urban Analysis
Chayet & Danzo LLC December 2009 - Present
1st Source Bank January 2009 - May 2009
Chayet & Danzo, LLC May 2008 - August 2008
Rush University Medical Center January 2008 - April 2008
Lake Country Superior Court August 2007 - December 2007
Law Offices of Steven R. Hicks May 2007 - August 2007
Legal Aid of Western Ohio May 2007 - August 2007
Walt Disney World March 2004 - August 2006
Fraternity Manager's Association May 2005 - June 2006
University Directories May 2005 - August 2005
Skills
Legal Research, Litigation, Commercial Litigation, Legal Issues, Courts, Westlaw, Mediation, Time Management, Legal Writing, Corporate Law, Civil Litigation, Hearings, Public Speaking, Trial Practice
Education
Valparaiso University School of Law 2006 — 2009
JD, Law
The Ohio State University Fisher College of Business 2002 — 2006
BS, Marketing, Real Estate and Urban Analysis
Holly Bales Holly Bales's 1st Source Bank Experience July 2007 - May 2009
Job Associate at Yorkshire Equity LLC
Industry Investment Management
Experience
Yorkshire Equity LLC September 2010 - Present
1st Source Bank July 2007 - May 2009
Consolidated Investment Group June 2006 - September 2006
El Pomar Foundation June 2005 - September 2005
Skills
Asset Management, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Banking, Due Diligence, Private Equity, Financial Reporting
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance, Magna cum laude
University of Denver
BS, Mathematics, Magna cum laude, Boettcher Scholar
Yorkshire Equity LLC September 2010 - Present
1st Source Bank July 2007 - May 2009
Consolidated Investment Group June 2006 - September 2006
El Pomar Foundation June 2005 - September 2005
Skills
Asset Management, Corporate Finance, Credit, Credit Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Banking, Due Diligence, Private Equity, Financial Reporting
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance, Magna cum laude
University of Denver
BS, Mathematics, Magna cum laude, Boettcher Scholar
Lyndsey Wesner's 1st Source Bank Experience 2000 - 2007
Job Customer Service Specialist at Delta Industrial Valves
Industry
Experience
Weir Minerals July 2015 - Present
Delta Industrial Valves July 2011 - Present
1st Source Bank 2000 - 2007
Skills
Credit, Customer Service, Problem Solving, Management, Sales, Purchasing, Training, Process Improvement, Strategic Planning
Education
Southwestern Michigan College 1996 — 1999
Associate's Degree, Science/Arts
Niles Senior High School 1992 — 1996
High School, General Studies
Weir Minerals July 2015 - Present
Delta Industrial Valves July 2011 - Present
1st Source Bank 2000 - 2007
Skills
Credit, Customer Service, Problem Solving, Management, Sales, Purchasing, Training, Process Improvement, Strategic Planning
Education
Southwestern Michigan College 1996 — 1999
Associate's Degree, Science/Arts
Niles Senior High School 1992 — 1996
High School, General Studies
Kylie Dore Kylie Dore's 1st Source Bank Experience January 2008 - May 2008
Job VP of Documentation at Franklin Capital Network
Industry Financial Services
Experience
Franklin Capital Network January 2013 - Present
TemPay, Inc. April 2012 - December 2012
Franklin Capital Holdings LLC August 2011 - April 2012
Franklin Capital Holdings LLC May 2008 - July 2011
1st Source Bank January 2008 - May 2008
US Peace Corps May 2005 - August 2007
1st Source Bank July 2001 - May 2005
Oxford Capital Corp. August 2000 - June 2001
Oxford Capital Corp. July 1997 - August 2000
Skills
AIB-Analyzing Financial..., Omega Series-Business..., Omega Series-Cash Flow..., Credit, Financial Reporting, Portfolio Management, Financial Analysis, Negotiation, Leadership, Accounts Receivable, Accounting, Due Diligence, Management, Financial Services, Finance, Underwriting, Credit Risk, Process Improvement, Financial Statements, Loans, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Banking, Financial Structuring, Small Business Lending, Funding, Training, Risk Management, Commercial Lending, Asset Based Lending
Education
University of Illinois at Chicago 1998 — 2000
MBA, HR & International Business
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Psychology
Franklin Capital Network January 2013 - Present
TemPay, Inc. April 2012 - December 2012
Franklin Capital Holdings LLC August 2011 - April 2012
Franklin Capital Holdings LLC May 2008 - July 2011
1st Source Bank January 2008 - May 2008
US Peace Corps May 2005 - August 2007
1st Source Bank July 2001 - May 2005
Oxford Capital Corp. August 2000 - June 2001
Oxford Capital Corp. July 1997 - August 2000
Skills
AIB-Analyzing Financial..., Omega Series-Business..., Omega Series-Cash Flow..., Credit, Financial Reporting, Portfolio Management, Financial Analysis, Negotiation, Leadership, Accounts Receivable, Accounting, Due Diligence, Management, Financial Services, Finance, Underwriting, Credit Risk, Process Improvement, Financial Statements, Loans, Credit Analysis, Mergers & Acquisitions, Commercial Banking, Banking, Financial Structuring, Small Business Lending, Funding, Training, Risk Management, Commercial Lending, Asset Based Lending
Education
University of Illinois at Chicago 1998 — 2000
MBA, HR & International Business
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Psychology
Morgan Littell's 1st Source Bank Experience September 2003 - December 2006
Job Vice President Business Aviation Development at UMB Bank
Industry Aviation & Aerospace
Experience
AMETEK B&S Aircraft Parts & Accessories January 2013 - May 2014
XtraLight Manufacturing June 2012 - January 2013
Sentient Jet December 2010 - April 2012
Aviation Professional October 2009 - November 2010
PNC Aviation Finance December 2006 - October 2009
1st Source Bank September 2003 - December 2006
Beechcraft (Formerly Raytheon Aircraft Co.) August 1998 - September 2003
Education
Wichita State University 1998 — 2001
Masters
The University of Kansas 1989 — 1993
BS
AMETEK B&S Aircraft Parts & Accessories January 2013 - May 2014
XtraLight Manufacturing June 2012 - January 2013
Sentient Jet December 2010 - April 2012
Aviation Professional October 2009 - November 2010
PNC Aviation Finance December 2006 - October 2009
1st Source Bank September 2003 - December 2006
Beechcraft (Formerly Raytheon Aircraft Co.) August 1998 - September 2003
Education
Wichita State University 1998 — 2001
Masters
The University of Kansas 1989 — 1993
BS
Juliane (Juliane Morris) Lusk, MBA, [CWS® in process]'s 1st Source Bank Experience August 2014 - Present
Job Marketing Specialist, Executive Office, Personal Asset Management Group
Industry Investment Management
Experience
1st Source Bank August 2014 - Present
University of Notre Dame June 2005 - July 2013
University of Delaware June 1996 - September 1997
Holy Cross Shared Services Incorporated June 1993 - June 1996
Beverly Enterprises October 1991 - April 1993
UCLA Medical Center May 1990 - July 1991
UCLA March 1987 - April 1990
U.S. Department of Labor May 1989 - August 1989
Skills
Leadership, Program Management, Analysis, Management, Public Speaking, Event Planning, Community Outreach, Training, Project Management, Higher Education, Research, Customer Service, Program Development, Coaching, Process Improvement, Team Building, Strategic Planning, Cross-functional Team..., Facebook, Marketing, Change Management, Team Leadership, PowerPoint, Data Analysis, Editing, Budgets, Staff Development, Systems Programming, Publications Management, Photoshop, Benchmarking, Financial Analysis, Project Planning, Public Relations, Forecasting, Business Analysis, Business Process..., Strategic Enrollment..., Higher Education..., Social Media, Marketing Strategy, Strategic Partnerships, Marketing Communications, Marketing Management, Content Strategy, Online Marketing, Strategic Communications, Digital Art, Publications Production, Print Publication Design
Education
Western Governors University 2013 — 2014
Master of Business Administration (M.B.A.), Strategy and Management
University of Notre Dame - Mendoza College of Business 2007 — 2009
Certification, Business Operations - Leadership Institute, Executive Education
University of Delaware 1995 — 1997
Master of Arts in Liberal Studies, two years coursework, degree not complete, Philosophy and Psychology
University of Notre Dame - Mendoza College of Business 1994 — 1994
Certification, Creative Management Certification, Executive Education
University of California, Los Angeles 1986 — 1990
BA, Psychology, Specialization in Business Administration, Business, Education
Royal Oak 1982 — 1985
American Bankers Association (ABA) 2015 — 2015
Hot Button Tax Issues for the IRS, 2015 Trust and Estate Planning Series
Cannon Financial Institute 2015 — 2016
Certified Wealth Strategist® (CWS®), Wealth Management
1st Source Bank August 2014 - Present
University of Notre Dame June 2005 - July 2013
University of Delaware June 1996 - September 1997
Holy Cross Shared Services Incorporated June 1993 - June 1996
Beverly Enterprises October 1991 - April 1993
UCLA Medical Center May 1990 - July 1991
UCLA March 1987 - April 1990
U.S. Department of Labor May 1989 - August 1989
Skills
Leadership, Program Management, Analysis, Management, Public Speaking, Event Planning, Community Outreach, Training, Project Management, Higher Education, Research, Customer Service, Program Development, Coaching, Process Improvement, Team Building, Strategic Planning, Cross-functional Team..., Facebook, Marketing, Change Management, Team Leadership, PowerPoint, Data Analysis, Editing, Budgets, Staff Development, Systems Programming, Publications Management, Photoshop, Benchmarking, Financial Analysis, Project Planning, Public Relations, Forecasting, Business Analysis, Business Process..., Strategic Enrollment..., Higher Education..., Social Media, Marketing Strategy, Strategic Partnerships, Marketing Communications, Marketing Management, Content Strategy, Online Marketing, Strategic Communications, Digital Art, Publications Production, Print Publication Design
Education
Western Governors University 2013 — 2014
Master of Business Administration (M.B.A.), Strategy and Management
University of Notre Dame - Mendoza College of Business 2007 — 2009
Certification, Business Operations - Leadership Institute, Executive Education
University of Delaware 1995 — 1997
Master of Arts in Liberal Studies, two years coursework, degree not complete, Philosophy and Psychology
University of Notre Dame - Mendoza College of Business 1994 — 1994
Certification, Creative Management Certification, Executive Education
University of California, Los Angeles 1986 — 1990
BA, Psychology, Specialization in Business Administration, Business, Education
Royal Oak 1982 — 1985
American Bankers Association (ABA) 2015 — 2015
Hot Button Tax Issues for the IRS, 2015 Trust and Estate Planning Series
Cannon Financial Institute 2015 — 2016
Certified Wealth Strategist® (CWS®), Wealth Management
Angeline Johnson Angeline Johnson's 1st Source Bank Experience September 2008 - November 2012
Job Alumni Association Clubs Program Director at University of Notre Dame
Industry Higher Education
Experience
University of Notre Dame August 2013 - Present
Saint Mary's Alumnae Board June 2009 - Present
1st Source Bank September 2008 - November 2012
1st Source Bank September 2007 - September 2008
Skills
Banking, Customer Service, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Leadership, PowerPoint, Time Management, Data Analysis, Microsoft Office, Research, Access, Nonprofits, Public Speaking, Event Planning, Fundraising, Strategic Planning, Market Research, Microsoft Word, Spanish, Higher Education, Marketing, Event Management, Social Media
Education
Saint Mary's College 2003 — 2007
BBA, Marketing, International Business
University of Notre Dame August 2013 - Present
Saint Mary's Alumnae Board June 2009 - Present
1st Source Bank September 2008 - November 2012
1st Source Bank September 2007 - September 2008
Skills
Banking, Customer Service, Financial Reporting, Accounting, Financial Analysis, Microsoft Excel, Leadership, PowerPoint, Time Management, Data Analysis, Microsoft Office, Research, Access, Nonprofits, Public Speaking, Event Planning, Fundraising, Strategic Planning, Market Research, Microsoft Word, Spanish, Higher Education, Marketing, Event Management, Social Media
Education
Saint Mary's College 2003 — 2007
BBA, Marketing, International Business
Michael J Evans's 1st Source Bank Experience March 2015 - Present
Job Vice President and Trust Officer at 1st Source Bank
Industry Investment Management
Experience
1st Source Bank March 2015 - Present
Comerica Bank December 2001 - March 2015
First Virginia Bank June 2000 - November 2001
National City Bank March 1985 - May 2000
US Army June 1980 - October 1984
University of Michigan September 1978 - June 1980
Skills
Wealth Management, Estate Planning, Wealth Management..., Investment Management, Personal Trust..., Trust Services, Trusts, High Net Worth..., Private Banking, Asset Allocation, Trust Management, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Mutual Funds, Elder Care, Non-profit Leadership
Education
University of Michigan 1978 — 1980
Master's degree, History & Archival Administration
Western Michigan University 1974 — 1978
Bachelor's degree, History, Military Science & Math
1st Source Bank March 2015 - Present
Comerica Bank December 2001 - March 2015
First Virginia Bank June 2000 - November 2001
National City Bank March 1985 - May 2000
US Army June 1980 - October 1984
University of Michigan September 1978 - June 1980
Skills
Wealth Management, Estate Planning, Wealth Management..., Investment Management, Personal Trust..., Trust Services, Trusts, High Net Worth..., Private Banking, Asset Allocation, Trust Management, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Mutual Funds, Elder Care, Non-profit Leadership
Education
University of Michigan 1978 — 1980
Master's degree, History & Archival Administration
Western Michigan University 1974 — 1978
Bachelor's degree, History, Military Science & Math
Lauren Jamieson's 1st Source Bank Experience April 2015 - Present
Job IT Intern at 1st Source Bank
Industry Financial Services
Experience
1st Source Bank April 2015 - Present
Saint Mary's College - Notre Dame, IN August 2014 - January 2015
Skills
Microsoft Office
Education
Saint Mary's College 2012 — 2016
Business Administration with concentrations in Finance and Accoutning
1st Source Bank April 2015 - Present
Saint Mary's College - Notre Dame, IN August 2014 - January 2015
Skills
Microsoft Office
Education
Saint Mary's College 2012 — 2016
Business Administration with concentrations in Finance and Accoutning
Brad Hafner's 1st Source Bank Experience May 2011 - November 2013
Job Realtor
Industry Real Estate
Experience
Cressy & Everett Real Estate March 2015 - Present
Michiana March 2014 - February 2015
1st Source Bank May 2011 - November 2013
KeyBank January 2003 - January 2011
City Securities Corporation December 2000 - November 2003
Skills
Financial Analysis, Loans, Consumer Lending, Banking, Small Business Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Lines Of Credit, Portfolio Management, Customer Service, Leadership, Relationship Management, Strategic Planning, Loan Origination, Risk Management, Team Building, Marketing Strategy, Strategic Financial...
Education
University of Kentucky 1991 — 1996
Bachelor of Science (B.S.), Marketing and Advertising
Cressy & Everett Real Estate March 2015 - Present
Michiana March 2014 - February 2015
1st Source Bank May 2011 - November 2013
KeyBank January 2003 - January 2011
City Securities Corporation December 2000 - November 2003
Skills
Financial Analysis, Loans, Consumer Lending, Banking, Small Business Lending, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Lines Of Credit, Portfolio Management, Customer Service, Leadership, Relationship Management, Strategic Planning, Loan Origination, Risk Management, Team Building, Marketing Strategy, Strategic Financial...
Education
University of Kentucky 1991 — 1996
Bachelor of Science (B.S.), Marketing and Advertising
Silvia M Cuevas's 1st Source Bank Experience May 2012 - July 2012
Job Sales Development Specialist
Industry Consumer Goods
Experience
3M June 2014 - Present
3M Company December 2013 - May 2014
Target August 2013 - November 2013
East Chicago Floral and Gift Shop January 2005 - July 2013
Residence Inn June 2011 - August 2012
1st Source Bank May 2012 - July 2012
Skills
Sales, Time Management, Marketing, Customer Service, PowerPoint, Teamwork, Facebook, Fluent in Spanish, Microsoft Office, Coordinating Events, Hospitality, Spanish, Efficient with..., Event Management, Hospitality Industry, Hotels
Education
Saint Mary's College 2009 — 2013
Bachelor of Business Administration, Finance and International Business, 4th Year
Universidad de Sevilla and The Center for Cross-Cultural 2010 — 2010
2nd year
3M June 2014 - Present
3M Company December 2013 - May 2014
Target August 2013 - November 2013
East Chicago Floral and Gift Shop January 2005 - July 2013
Residence Inn June 2011 - August 2012
1st Source Bank May 2012 - July 2012
Skills
Sales, Time Management, Marketing, Customer Service, PowerPoint, Teamwork, Facebook, Fluent in Spanish, Microsoft Office, Coordinating Events, Hospitality, Spanish, Efficient with..., Event Management, Hospitality Industry, Hotels
Education
Saint Mary's College 2009 — 2013
Bachelor of Business Administration, Finance and International Business, 4th Year
Universidad de Sevilla and The Center for Cross-Cultural 2010 — 2010
2nd year
Kyle Toombs Kyle Toombs's 1st Source Bank Experience May 2010 - August 2010
Job Sr. Manager, Operations at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics April 2015 - Present
Coyote Logistics May 2014 - March 2015
Coyote Logistics March 2013 - May 2014
Coyote Logistics September 2011 - March 2013
Coyote Logistics July 2011 - September 2011
1st Source Bank May 2010 - August 2010
American Management Group LLC May 2009 - August 2009
Skills
Recruiting, Human Resources, HRIS, Leadership, Time Management, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Sales, Teamwork, Microsoft Word, Data Analysis, Logistics, Payroll, Inventory Management
Education
The Ohio State University Fisher College of Business 2015 — 2018
Master of Business Administration (MBA)
Purdue University 2007 — 2011
B.S. Management, Concentration in International Business and Marketing, Minor in Communications
Coyote Logistics April 2015 - Present
Coyote Logistics May 2014 - March 2015
Coyote Logistics March 2013 - May 2014
Coyote Logistics September 2011 - March 2013
Coyote Logistics July 2011 - September 2011
1st Source Bank May 2010 - August 2010
American Management Group LLC May 2009 - August 2009
Skills
Recruiting, Human Resources, HRIS, Leadership, Time Management, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Sales, Teamwork, Microsoft Word, Data Analysis, Logistics, Payroll, Inventory Management
Education
The Ohio State University Fisher College of Business 2015 — 2018
Master of Business Administration (MBA)
Purdue University 2007 — 2011
B.S. Management, Concentration in International Business and Marketing, Minor in Communications
Raj Anand Raj Anand's 1st Source Bank Experience January 2005 - Present
Job Investment Banking
Industry Banking
Experience
1st Source Bank January 2005 - Present
The Urban Institute January 2000 - March 2005
Sovereign Infrastructure Company LLC April 1998 - December 2000
Skills
Investments, Investment Banking
Education
University of Cambridge 1986 — 1988
Master of Business Administration (MBA), International Finance
Institute of Chartered Accountants of India 1979 — 1984
ACA, Accounting
Shri Ram College of Commerce 1977 — 1979
Bachelor of Commerce (B.Com.)
St. Joseph's Convent High School
1st Source Bank January 2005 - Present
The Urban Institute January 2000 - March 2005
Sovereign Infrastructure Company LLC April 1998 - December 2000
Skills
Investments, Investment Banking
Education
University of Cambridge 1986 — 1988
Master of Business Administration (MBA), International Finance
Institute of Chartered Accountants of India 1979 — 1984
ACA, Accounting
Shri Ram College of Commerce 1977 — 1979
Bachelor of Commerce (B.Com.)
St. Joseph's Convent High School
Ryan Burkhart's 1st Source Bank Experience October 2012 - April 2014
Job at
Industry Banking
Experience
Thor Motor Coach April 2014 - Present
Prokicker.com May 2006 - Present
1st Source Bank October 2012 - April 2014
1st Source Bank January 2012 - October 2012
1st Source Bank August 2010 - December 2011
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Consulting/Psychology
Thor Motor Coach April 2014 - Present
Prokicker.com May 2006 - Present
1st Source Bank October 2012 - April 2014
1st Source Bank January 2012 - October 2012
1st Source Bank August 2010 - December 2011
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Consulting/Psychology
Elizabeth Fulnecky's 1st Source Bank Experience May 2012 - October 2013
Job Director of Annual Giving and Stewardship at Holy Cross College
Industry Fund-Raising
Experience
Holy Cross College August 2015 - Present
Holy Cross College October 2013 - Present
U Can Paint 2 January 2013 - March 2014
1st Source Bank May 2012 - October 2013
Vincentian Lay Missionaries August 2011 - September 2011
The Gathering Place August 2007 - September 2010
Skills
Banking, Customer Service, Event Planning, Public Speaking, Nonprofits, Fundraising, Teaching, Community Outreach, Social Media, Interpersonal Skill, Research, Microsoft Word, PowerPoint, Program Development, Volunteer Management, Grant Writing
Education
University of Dayton 2003 — 2007
Bachelor's degree, Early Childhood Education and Teaching, Magna Cum Laude
Holy Cross College August 2015 - Present
Holy Cross College October 2013 - Present
U Can Paint 2 January 2013 - March 2014
1st Source Bank May 2012 - October 2013
Vincentian Lay Missionaries August 2011 - September 2011
The Gathering Place August 2007 - September 2010
Skills
Banking, Customer Service, Event Planning, Public Speaking, Nonprofits, Fundraising, Teaching, Community Outreach, Social Media, Interpersonal Skill, Research, Microsoft Word, PowerPoint, Program Development, Volunteer Management, Grant Writing
Education
University of Dayton 2003 — 2007
Bachelor's degree, Early Childhood Education and Teaching, Magna Cum Laude
Pat Voelker's 1st Source Bank Experience May 2011 - August 2011
Job Associate Portfolio Manager at Dolan McEniry Capital Management
Industry Investment Management
Experience
Dolan McEniry Capital Management November 2012 - Present
Donovan, Schayer & Massey Trading, LLC June 2012 - November 2012
1st Source Bank May 2011 - August 2011
ETX Capital February 2011 - April 2011
Universal Forest Products Inc May 2010 - August 2010
Skills
Investments, Equities, Asset Management, Economics, Analysis, Options, Fixed Income
Education
St. Norbert College 2008 — 2012
BS, Economics
Dolan McEniry Capital Management November 2012 - Present
Donovan, Schayer & Massey Trading, LLC June 2012 - November 2012
1st Source Bank May 2011 - August 2011
ETX Capital February 2011 - April 2011
Universal Forest Products Inc May 2010 - August 2010
Skills
Investments, Equities, Asset Management, Economics, Analysis, Options, Fixed Income
Education
St. Norbert College 2008 — 2012
BS, Economics
Matthew Kavanaugh's 1st Source Bank Experience 2011 - Present
Job Vice President at 1st Source Bank
Industry Banking
Experience
1st Source Bank 2011 - Present
National City Bank 2002 - 2010
Scott Doerschler Messner Gauntlett 2002 - 2007
Northwestern Mutual 1992 - 2002
Skills
Commercial Lending, Consumer Lending, Private Banking, Portfolio Management, Credit Analysis, Loans, Credit, Underwriting, Small Business Lending, Sales, Commercial Banking, Strategic Financial..., Investments, Banking, Mortgage Lending, Mutual Funds, Financial Analysis, Risk Management, Mortgage Banking, Life Insurance, Series 7, Insurance, Financial Modeling, Wealth Management, Cash Management, Loan Origination, Retail Banking, Relationship Management, Finance, Asset Management, Retirement Planning, Cross Selling, Financial Planning
Education
University of Notre Dame 1988 — 1992
BBA
1st Source Bank 2011 - Present
National City Bank 2002 - 2010
Scott Doerschler Messner Gauntlett 2002 - 2007
Northwestern Mutual 1992 - 2002
Skills
Commercial Lending, Consumer Lending, Private Banking, Portfolio Management, Credit Analysis, Loans, Credit, Underwriting, Small Business Lending, Sales, Commercial Banking, Strategic Financial..., Investments, Banking, Mortgage Lending, Mutual Funds, Financial Analysis, Risk Management, Mortgage Banking, Life Insurance, Series 7, Insurance, Financial Modeling, Wealth Management, Cash Management, Loan Origination, Retail Banking, Relationship Management, Finance, Asset Management, Retirement Planning, Cross Selling, Financial Planning
Education
University of Notre Dame 1988 — 1992
BBA
Bruno Riboni Bruno Riboni's 1st Source Bank Experience June 1999 - February 2014
Job Logistics Officer at 7 NCR
Industry Investment Management
Experience
Old National Bank February 2014 - Present
US Navy Reserve December 2002 - Present
US Navy Reserve December 2014 - Present
US Navy Reserve September 2012 - November 2014
1st Source Bank June 1999 - February 2014
US Navy Reserve June 2009 - March 2010
US Navy Reserve September 2004 - June 2009
US Navy January 2008 - October 2008
US Navy Reserve July 2002 - September 2004
National City Bank January 1998 - June 1999
Skills
Navy, Asset Managment, Portfolio Management, Management, Investments, Training, Logistics, Mutual Funds, Business Development, Investment Management, Weapons, Risk Management, Analysis, Operations Management, Financial Analysis, Strategic Financial..., Inventory Management, Financial Modeling, French, Asset Management, Banking, Finance
Education
University of Cincinnati College of Business 1991 — 1993
MBA, Finance
University of Cincinnati 1988 — 1991
Bachelor of Arts, Economics
Le Thabor
Le Thabor
Old National Bank February 2014 - Present
US Navy Reserve December 2002 - Present
US Navy Reserve December 2014 - Present
US Navy Reserve September 2012 - November 2014
1st Source Bank June 1999 - February 2014
US Navy Reserve June 2009 - March 2010
US Navy Reserve September 2004 - June 2009
US Navy January 2008 - October 2008
US Navy Reserve July 2002 - September 2004
National City Bank January 1998 - June 1999
Skills
Navy, Asset Managment, Portfolio Management, Management, Investments, Training, Logistics, Mutual Funds, Business Development, Investment Management, Weapons, Risk Management, Analysis, Operations Management, Financial Analysis, Strategic Financial..., Inventory Management, Financial Modeling, French, Asset Management, Banking, Finance
Education
University of Cincinnati College of Business 1991 — 1993
MBA, Finance
University of Cincinnati 1988 — 1991
Bachelor of Arts, Economics
Le Thabor
Le Thabor
Courtney Parsons's 1st Source Bank Experience September 1999 - June 2004
Job Workforce Planning and Optimization Traffic and Scheduling Analyst at Angie's List
Industry Marketing and Advertising
Experience
Angie's List January 2015 - Present
Towne Air Freight January 2013 - Present
Radiological Technologies University VT April 2012 - November 2012
Talentsource Staffing October 2010 - April 2012
Springwise Facility Management March 2010 - September 2010
LIBERTY MUTUAL INSURANCE COMPANY June 2004 - May 2008
1st Source Bank September 1999 - June 2004
Skills
Customer Service, Email Marketing, Marketing, Marketing Strategy, Marketing Communications, Marketing Research, Data Analysis, Management, CRM, Microsoft Excel, Microsoft Office, Recruiting, Social Media Marketing, Time Management, Advertising, Sales, Team Building
Education
University of Notre Dame 1997 — 2000
BA, Psychology
Holy Cross College 1995 — 1997
Associates, Liberal Arts
Angie's List January 2015 - Present
Towne Air Freight January 2013 - Present
Radiological Technologies University VT April 2012 - November 2012
Talentsource Staffing October 2010 - April 2012
Springwise Facility Management March 2010 - September 2010
LIBERTY MUTUAL INSURANCE COMPANY June 2004 - May 2008
1st Source Bank September 1999 - June 2004
Skills
Customer Service, Email Marketing, Marketing, Marketing Strategy, Marketing Communications, Marketing Research, Data Analysis, Management, CRM, Microsoft Excel, Microsoft Office, Recruiting, Social Media Marketing, Time Management, Advertising, Sales, Team Building
Education
University of Notre Dame 1997 — 2000
BA, Psychology
Holy Cross College 1995 — 1997
Associates, Liberal Arts
Adam Russ's 1st Source Bank Experience May 2003 - May 2005
Job Partner, Frantz Ward LLP
Industry Legal Services
Experience
Frantz Ward LLP September 2005 - Present
1st Source Bank May 2003 - May 2005
Kaplan, von Ohlen & Massamillo May 2004 - August 2004
Arthur J. Gallagher & Co. May 2001 - August 2001
Delphi May 2000 - August 2000
Education
University of Notre Dame Law School 2002 — 2005
University of Notre Dame 1998 — 2005
B.B.A.; J.D., Finance; Law
Lowellville High School 1994 — 2002
Frantz Ward LLP September 2005 - Present
1st Source Bank May 2003 - May 2005
Kaplan, von Ohlen & Massamillo May 2004 - August 2004
Arthur J. Gallagher & Co. May 2001 - August 2001
Delphi May 2000 - August 2000
Education
University of Notre Dame Law School 2002 — 2005
University of Notre Dame 1998 — 2005
B.B.A.; J.D., Finance; Law
Lowellville High School 1994 — 2002
Nicole Grove's 1st Source Bank Experience September 1998 - April 2007
Job Commercial Sales Specialist at Q2ebanking
Industry Financial Services
Experience
Q2ebanking July 2015 - Present
Q2ebanking January 2014 - Present
Digital Insight August 2013 - January 2014
Intuit December 2009 - July 2013
Intuit April 2007 - December 2009
1st Source Bank September 1998 - April 2007
Skills
Banking, Relationship Management, Internet Banking, Credit, Commercial Banking, Cash Management, Payments, Retail Banking, Financial Services, Corporate Finance, Treasury Management, Credit Cards, Business Development, Loans, Debit Cards, Financial Institutions, Payment Systems, Strategy, Management
Education
University of Notre Dame 2014 — 2015
Executive Certificate, Business Administration and Management, General
LaSalle High School 1987 — 1990
Q2ebanking July 2015 - Present
Q2ebanking January 2014 - Present
Digital Insight August 2013 - January 2014
Intuit December 2009 - July 2013
Intuit April 2007 - December 2009
1st Source Bank September 1998 - April 2007
Skills
Banking, Relationship Management, Internet Banking, Credit, Commercial Banking, Cash Management, Payments, Retail Banking, Financial Services, Corporate Finance, Treasury Management, Credit Cards, Business Development, Loans, Debit Cards, Financial Institutions, Payment Systems, Strategy, Management
Education
University of Notre Dame 2014 — 2015
Executive Certificate, Business Administration and Management, General
LaSalle High School 1987 — 1990
Gene Damalas's 1st Source Bank Experience July 2008 - Present
Job AVP at 1st Source Bankexperinced Workout and Dispute Resolution in CRE, BBG, SFG
Industry Banking
Experience
1st Source Bank July 2008 - Present
Trader Bank September 2004 - May 2008
1st Source Bank April 2002 - September 2004
Skills
Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Lines Of Credit, Asset Based Lending, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Operations Management, Process Improvement, Strategic Planning, Customer Service, Consumer Lending, Finance, Mortgage Lending, Real Estate, Mortgage Banking, Commercial Finance, Cash Management, Relationship Management, Small Business, Accounting, Financial Modeling, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Asset Management
Education
Ohio Valley University 2005 — 2007
BS, Business
St. Ambrose University 1967 — 1969
Business Administration, Management and Operations
1st Source Bank July 2008 - Present
Trader Bank September 2004 - May 2008
1st Source Bank April 2002 - September 2004
Skills
Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Banking, Commercial Banking, Lines Of Credit, Asset Based Lending, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Operations Management, Process Improvement, Strategic Planning, Customer Service, Consumer Lending, Finance, Mortgage Lending, Real Estate, Mortgage Banking, Commercial Finance, Cash Management, Relationship Management, Small Business, Accounting, Financial Modeling, Strategic Financial..., Investments, Due Diligence, Mutual Funds, Asset Management
Education
Ohio Valley University 2005 — 2007
BS, Business
St. Ambrose University 1967 — 1969
Business Administration, Management and Operations
Eddie Baumgartner's 1st Source Bank Experience June 2005 - Present
Job Senior Credit Analyst II, Officer at 1st Source Bank
Industry Banking
Experience
1st Source Bank June 2005 - Present
Skills
Banking, Financial Analysis, Commercial Lending, Mortgage Lending, Loans, Credit Analysis, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Underwriting, Finance, Risk Management
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Notre Dame - Mendoza College of Business 2000 — 2004
1st Source Bank June 2005 - Present
Skills
Banking, Financial Analysis, Commercial Lending, Mortgage Lending, Loans, Credit Analysis, Financial Modeling, Credit, Commercial Banking, Portfolio Management, Underwriting, Finance, Risk Management
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Notre Dame - Mendoza College of Business 2000 — 2004
John Weithers, CTFA's 1st Source Bank Experience October 1997 - June 2007
Job Trust Officer at Harbour Trust & Investment Management Co.
Industry Investment Management
Experience
Harbour Trust & Investment Management Co. June 2007 - Present
1st Source Bank October 1997 - June 2007
Skills
Mutual Funds, Portfolio Management, Investments, Loans, Retirement, Equities, Asset Management, Securities, Strategic Financial..., Bonds, Options, Financial Markets, 401k, Financial Services, Financial Advisory, Investment Management, Asset Allocation, Wealth Management..., Uniform Combined State..., High Net Worth..., Financial Planning
Education
Spring Hill College 1986 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters
St. Ignatius College Prep - Chicago 1982 — 1986
Harbour Trust & Investment Management Co. June 2007 - Present
1st Source Bank October 1997 - June 2007
Skills
Mutual Funds, Portfolio Management, Investments, Loans, Retirement, Equities, Asset Management, Securities, Strategic Financial..., Bonds, Options, Financial Markets, 401k, Financial Services, Financial Advisory, Investment Management, Asset Allocation, Wealth Management..., Uniform Combined State..., High Net Worth..., Financial Planning
Education
Spring Hill College 1986 — 1991
Bachelor of Arts (BA), English Language and Literature/Letters
St. Ignatius College Prep - Chicago 1982 — 1986
Cecil Murray's 1st Source Bank Experience October 2002 - Present
Job CTO at 1st Source Bank
Industry Banking
Experience
1st Source Bank October 2002 - Present
Equifax e-Banking Division October 1995 - July 2002
Attachmate (was DCA) November 1993 - September 1995
Cimage Corporation November 1989 - October 1993
FormTek, a Lockheed Company January 1988 - October 1989
Nortel (Bell Northern Research) January 1985 - December 1987
Infomatics, Inc. (now Advantage Computing Services) July 1978 - December 1984
Education
University of Michigan College of Engineering 1968 — 1972
BS ECE, Electrical and Computer Engineering
University of Michigan
BSE, Electrical & Computer Engineering
1st Source Bank October 2002 - Present
Equifax e-Banking Division October 1995 - July 2002
Attachmate (was DCA) November 1993 - September 1995
Cimage Corporation November 1989 - October 1993
FormTek, a Lockheed Company January 1988 - October 1989
Nortel (Bell Northern Research) January 1985 - December 1987
Infomatics, Inc. (now Advantage Computing Services) July 1978 - December 1984
Education
University of Michigan College of Engineering 1968 — 1972
BS ECE, Electrical and Computer Engineering
University of Michigan
BSE, Electrical & Computer Engineering
Jay Felizzi's 1st Source Bank Experience July 2009 - August 2012
Job Territory Manager at Wells Fargo
Industry Consumer Services
Experience
Wells Fargo January 2014 - Present
People's United Bank August 2012 - January 2014
1st Source Bank July 2009 - August 2012
General Electric June 2001 - February 2009
Skills
Business Development, Strategic Planning, Operations Management, New Business Development, Sales, Account Management, Sales Management, Marketing, Team Building
Education
University of North Carolina at Wilmington 1997 — 2001
Wells Fargo January 2014 - Present
People's United Bank August 2012 - January 2014
1st Source Bank July 2009 - August 2012
General Electric June 2001 - February 2009
Skills
Business Development, Strategic Planning, Operations Management, New Business Development, Sales, Account Management, Sales Management, Marketing, Team Building
Education
University of North Carolina at Wilmington 1997 — 2001
Bob Ax's 1st Source Bank Experience
Job Regional President at 1st Source bank
Industry Banking
Experience
1st Source bank
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Small Business Lending, Banking
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Business Administration (M.B.A.), MBA, Magna Cum Laude
ABA/Iowa State University 1989 — 1990
Graduate School of Agricultural Banking, Ag Finance, Awarded Degree
Purdue University 1970 — 1974
B. S. Agriculture, Ag Economics, 5.4/6.0
1st Source bank
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Small Business Lending, Banking
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Business Administration (M.B.A.), MBA, Magna Cum Laude
ABA/Iowa State University 1989 — 1990
Graduate School of Agricultural Banking, Ag Finance, Awarded Degree
Purdue University 1970 — 1974
B. S. Agriculture, Ag Economics, 5.4/6.0
Luis Zapata de Alba's 1st Source Bank Experience August 2006 - Present
Job Financial Education and Diversity Leader.
Industry Banking
Experience
1st Source Bank August 2006 - Present
Ferreteria El Arriero November 2000 - June 2004
Casas Geo October 1999 - November 2000
Skills
Financial Literacy..., Public Speaking, Banking, Loans, Credit, Credit Analysis, Lines Of Credit, Customer Service, Leadership, Management, Investments, Sales, Business Analysis, Business Strategy, Business Development, Business Coaching, Business Planning, Financial Analysis, Finance, Community Engagement, Social Media, Community Service
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1995 — 1999
Bachelor's degree, Marketing
1st Source Bank August 2006 - Present
Ferreteria El Arriero November 2000 - June 2004
Casas Geo October 1999 - November 2000
Skills
Financial Literacy..., Public Speaking, Banking, Loans, Credit, Credit Analysis, Lines Of Credit, Customer Service, Leadership, Management, Investments, Sales, Business Analysis, Business Strategy, Business Development, Business Coaching, Business Planning, Financial Analysis, Finance, Community Engagement, Social Media, Community Service
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1995 — 1999
Bachelor's degree, Marketing
Judith Bock's 1st Source Bank Experience September 2011 - September 2014
Job Account Manager at Allied Solutions LLC
Industry Insurance
Experience
Allied Solutions LLC September 2014 - Present
1st Source Bank September 2011 - September 2014
TCU Insurance Agency September 2009 - September 2011
Gibson 2006 - 2009
Cassady Neeser & Brasseur 1996 - 2006
Sudler Property Management 1986 - 1994
CISA Insurance 1979 - 1986
Skills
Insurance, Business Administration, Property Management
Education
University of Illinois at Urbana-Champaign 1973 — 1976
BFA, Art History
Allied Solutions LLC September 2014 - Present
1st Source Bank September 2011 - September 2014
TCU Insurance Agency September 2009 - September 2011
Gibson 2006 - 2009
Cassady Neeser & Brasseur 1996 - 2006
Sudler Property Management 1986 - 1994
CISA Insurance 1979 - 1986
Skills
Insurance, Business Administration, Property Management
Education
University of Illinois at Urbana-Champaign 1973 — 1976
BFA, Art History
Cyndi Miller's 1st Source Bank Experience January 2002 - Present
Job Vice President at 1st Source Bank
Industry Banking
Experience
1st Source Bank January 2002 - Present
Skills
Credit Analysis, Commercial Lending, Loans, Banking, SBA, Commercial Banking, Portfolio Management, Small Business Lending, Consumer Lending, Investments
Education
Saint Mary's College 1973 — 1977
Bachelor of Arts (B.A.), Psychology
1st Source Bank January 2002 - Present
Skills
Credit Analysis, Commercial Lending, Loans, Banking, SBA, Commercial Banking, Portfolio Management, Small Business Lending, Consumer Lending, Investments
Education
Saint Mary's College 1973 — 1977
Bachelor of Arts (B.A.), Psychology
John Seidl's 1st Source Bank Experience June 1973 - March 1998
Job President & CEO at Indiana Trust & Investment Management Company
Industry Financial Services
Experience
Indiana Trust & Investment Management Company March 1998 - Present
1st Source Bank June 1973 - March 1998
Skills
Chartered Financial...
Education
University of Notre Dame 1969 — 1973
BBA, Business Admin.
Indiana Trust & Investment Management Company March 1998 - Present
1st Source Bank June 1973 - March 1998
Skills
Chartered Financial...
Education
University of Notre Dame 1969 — 1973
BBA, Business Admin.
Raphael Thomas's 1st Source Bank Experience June 1976 - June 2005
Job Pastor at Faith Temple Church
Industry Religious Institutions
Experience
Faith Temple Church August 2002 - Present
1st Source Bank June 1976 - June 2005
Associates March 1975 - January 1977
Skills
Pastor, Leadership Development, Event Planning, Theology, Program Development, Pastoral Counseling, Biblical Studies, Discipleship, Team Building, Strategic Planning, Leadership, Grant Writing, Coaching, Volunteer Management, Customer Service
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1969 — 1972
B.S., Management
James Stephens High School - Ville Platte,LA 1965 — 1969
High SChool Diploma
Faith Temple Church August 2002 - Present
1st Source Bank June 1976 - June 2005
Associates March 1975 - January 1977
Skills
Pastor, Leadership Development, Event Planning, Theology, Program Development, Pastoral Counseling, Biblical Studies, Discipleship, Team Building, Strategic Planning, Leadership, Grant Writing, Coaching, Volunteer Management, Customer Service
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1969 — 1972
B.S., Management
James Stephens High School - Ville Platte,LA 1965 — 1969
High SChool Diploma
Angela Bair's 1st Source Bank Experience August 2005 - May 2007
Job Contracts
Industry Hospital & Health Care
Experience
Press Ganey Associates Billing SpecialistLakeland HospitalMay 2007 - August 2010
1st Source Bank August 2005 - May 2007
Education
Siena Heights University 2001 — 2005
Accounting, Business and Psychology
Press Ganey Associates Billing SpecialistLakeland HospitalMay 2007 - August 2010
1st Source Bank August 2005 - May 2007
Education
Siena Heights University 2001 — 2005
Accounting, Business and Psychology
Joe Magera's 1st Source Bank Experience 2000 - 2006
Job Banking Professional
Industry Banking
Experience
Beal Bank August 2012 - Present
BBVA Compass March 2011 - August 2012
BBVA Compass February 2010 - March 2011
Guaranty Bank August 2006 - January 2010
1st Source Bank 2000 - 2006
Skills
Banking, Loans, Financial Reporting, General Ledger, Loan Accounting, Lease Accounting &..., Loan Servicing, Analysis, Microsoft Office
Education
University of South Carolina - The Moore School of Business 1995 — 1999
B.S., Finance & Marketing
Beal Bank August 2012 - Present
BBVA Compass March 2011 - August 2012
BBVA Compass February 2010 - March 2011
Guaranty Bank August 2006 - January 2010
1st Source Bank 2000 - 2006
Skills
Banking, Loans, Financial Reporting, General Ledger, Loan Accounting, Lease Accounting &..., Loan Servicing, Analysis, Microsoft Office
Education
University of South Carolina - The Moore School of Business 1995 — 1999
B.S., Finance & Marketing
Sandra Newby's 1st Source Bank Experience September 2007 - October 2013
Job Staff Accountant at Schurz Communications
Industry Banking
Experience
Schurz Communications October 2013 - Present
1st Source Bank September 2007 - October 2013
Caprock Claims February 2000 - May 2007
Skills
General Ledger, Insurance, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Account Reconciliation, QuickBooks
Education
Strayer University (VA) 2003 — 2008
BS, Accounting
Hyles-Anderson College 1982 — 1984
Associates, Business Administration
Schurz Communications October 2013 - Present
1st Source Bank September 2007 - October 2013
Caprock Claims February 2000 - May 2007
Skills
General Ledger, Insurance, Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Account Reconciliation, QuickBooks
Education
Strayer University (VA) 2003 — 2008
BS, Accounting
Hyles-Anderson College 1982 — 1984
Associates, Business Administration
Brittany (Harrington) DeMeulenaere's 1st Source Bank Experience December 2007 - September 2008
Job Accountant at Heraeus
Industry Accounting
Experience
Heraeus October 2013 - Present
CTS Corporation May 2012 - October 2013
CTS Corporation April 2010 - May 2012
Susan M. Miller CPA, LLC July 2009 - October 2009
Crowe Horwath LLP January 2009 - May 2009
1st Source Bank December 2007 - September 2008
Complete Chiropractic August 2004 - December 2007
Positioning Solutions Co. May 2003 - August 2006
Skills
Ability to work & react..., Excellent work ethic, Microsoft Office, Excel, PowerPoint, Accounts Payable, Accounts Receivable, Tax Preparation, Payroll Processing, QuickBooks, PRMS (AS400), Microsoft Outlook, Audit, ADP Payroll, Ceridian Payroll, Easy Access A/P, Microsoft Excel, Account Reconciliation, Payroll, Internal Audit, Accounting, Human Resources, General Ledger, Auditing
Education
Saint Mary's College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Southwestern Michigan College 2004 — 2006
Associate of Arts (A.A.)
Buchanan High
Heraeus October 2013 - Present
CTS Corporation May 2012 - October 2013
CTS Corporation April 2010 - May 2012
Susan M. Miller CPA, LLC July 2009 - October 2009
Crowe Horwath LLP January 2009 - May 2009
1st Source Bank December 2007 - September 2008
Complete Chiropractic August 2004 - December 2007
Positioning Solutions Co. May 2003 - August 2006
Skills
Ability to work & react..., Excellent work ethic, Microsoft Office, Excel, PowerPoint, Accounts Payable, Accounts Receivable, Tax Preparation, Payroll Processing, QuickBooks, PRMS (AS400), Microsoft Outlook, Audit, ADP Payroll, Ceridian Payroll, Easy Access A/P, Microsoft Excel, Account Reconciliation, Payroll, Internal Audit, Accounting, Human Resources, General Ledger, Auditing
Education
Saint Mary's College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Southwestern Michigan College 2004 — 2006
Associate of Arts (A.A.)
Buchanan High
Toni Bruegmann's 1st Source Bank Experience 1988 - 1990
Job Alternative Ed/Adult Ed/Special Education Administrative Assistant at Brandywine Community Schools
Industry Primary/Secondary Education
Experience
Brandywine Community Schools April 2014 - Present
Brandywine Community Schools January 1998 - Present
1st Source Bank 1988 - 1990
Mortgage Connection 1986 - 1987
Skills
Microsoft Word, Staff Development, Microsoft Excel, Microsoft Office, Nonprofits, Program Development, Coaching, Windows, Team Building, HTML, Photoshop, Account Management, Higher Education, Educational Consulting, Data Entry, Databases, Social Services, Leadership Development, SharePoint, Spreadsheets
Education
Indiana University at South Bend 1978 — 1986
Bachelor of Science (BS), Finance, General
Southwestern Michigan College 1976 — 1977
Associate of Science (A.S.), general science
Southwestern Michigan College 1974 — 1976
Associate of Science (AS), Accounting
Brandywine Community Schools April 2014 - Present
Brandywine Community Schools January 1998 - Present
1st Source Bank 1988 - 1990
Mortgage Connection 1986 - 1987
Skills
Microsoft Word, Staff Development, Microsoft Excel, Microsoft Office, Nonprofits, Program Development, Coaching, Windows, Team Building, HTML, Photoshop, Account Management, Higher Education, Educational Consulting, Data Entry, Databases, Social Services, Leadership Development, SharePoint, Spreadsheets
Education
Indiana University at South Bend 1978 — 1986
Bachelor of Science (BS), Finance, General
Southwestern Michigan College 1976 — 1977
Associate of Science (A.S.), general science
Southwestern Michigan College 1974 — 1976
Associate of Science (AS), Accounting
Patrick Novitzki's 1st Source Bank Experience Vice President-Comercial Lending1st Source BankApril 2011 - Present
Job Commercial Lending at 1st Source Bank
Industry Banking
Experience
1st Source Bank Vice President-Comercial Lending1st Source BankApril 2011 - Present
Commercials Loans 1976 - 2013
Education
University of Notre Dame 1972 — 1976
Management, College
1st Source Bank Vice President-Comercial Lending1st Source BankApril 2011 - Present
Commercials Loans 1976 - 2013
Education
University of Notre Dame 1972 — 1976
Management, College
Carri Harrington's 1st Source Bank Experience October 2003 - Present
Job Banking Center Manager at 1st Source Bank
Industry Banking
Experience
1st Source Bank October 2003 - Present
1st Source Bank June 1996 - Present
Skills
Banking, Consumer Lending, Credit, Loans, Team Building, Branch Management, Credit Analysis
Education
Southwestern Michigan College
Business Administration, Management and Operations
1st Source Bank October 2003 - Present
1st Source Bank June 1996 - Present
Skills
Banking, Consumer Lending, Credit, Loans, Team Building, Branch Management, Credit Analysis
Education
Southwestern Michigan College
Business Administration, Management and Operations
Brett Bauer's 1st Source Bank Experience January 2013 - Present
Job VP at 1st Source Bank
Industry Banking
Experience
1st Source Bank January 2013 - Present
1st Source Bank November 2006 - December 2012
Bear Stearns (Japan) Ltd. July 2002 - October 2006
1st Source Bank February 2000 - July 2002
Bear Stearns (Japan) Ltd. September 1997 - July 1999
K.K. Kyodo News / Dow Jones & Co. July 1996 - September 1997
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Banking, Consumer Lending, Lines Of Credit, Commercial Banking, Investments, Retail Banking, Mortgage Lending, Portfolio Management, Asset Based Lending, Securities, Small Business Lending, Leadership
Education
University of Notre Dame
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA)
1st Source Bank January 2013 - Present
1st Source Bank November 2006 - December 2012
Bear Stearns (Japan) Ltd. July 2002 - October 2006
1st Source Bank February 2000 - July 2002
Bear Stearns (Japan) Ltd. September 1997 - July 1999
K.K. Kyodo News / Dow Jones & Co. July 1996 - September 1997
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Banking, Consumer Lending, Lines Of Credit, Commercial Banking, Investments, Retail Banking, Mortgage Lending, Portfolio Management, Asset Based Lending, Securities, Small Business Lending, Leadership
Education
University of Notre Dame
Master of Business Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (BBA)
Mirella Avila's 1st Source Bank Experience June 2012 - June 2015
Job Student at Southwestern Michigan College
Industry
Experience
1st Source Bank June 2012 - June 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Southwestern Michigan College 2010 — 2015
Registered Nursing/Registered Nurse
1st Source Bank June 2012 - June 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Southwestern Michigan College 2010 — 2015
Registered Nursing/Registered Nurse
Angie Zajac's 1st Source Bank Experience June 2013 - Present
Job Banking Professional
Industry Banking
Experience
1st Source Bank June 2013 - Present
1st Source Bank 2006 - 2014
1st Source Bank September 2006 - June 2013
Skills
Business Analysis, Legal Compliance, Auditing, Tax, Corporate Tax, Regulatory Analysis, Issue Resolution, Employee Training, Commercial Lending, Small Business, Financial Analysis, Risk Management, Strategic Financial..., Loans, Credit Analysis, Finance, Customer Service, Banking, Credit, Consumer Lending, Investments, Commercial Banking
Education
Wright State University 1988 — 1990
Master of Business Administration (MBA), Labor and Industrial Relations
The Ohio State University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance, General
1st Source Bank June 2013 - Present
1st Source Bank 2006 - 2014
1st Source Bank September 2006 - June 2013
Skills
Business Analysis, Legal Compliance, Auditing, Tax, Corporate Tax, Regulatory Analysis, Issue Resolution, Employee Training, Commercial Lending, Small Business, Financial Analysis, Risk Management, Strategic Financial..., Loans, Credit Analysis, Finance, Customer Service, Banking, Credit, Consumer Lending, Investments, Commercial Banking
Education
Wright State University 1988 — 1990
Master of Business Administration (MBA), Labor and Industrial Relations
The Ohio State University 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.