Actualize Consulting
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Actualize Consulting Employees
Employee
Years
Job
Industry
Anna Bryan Anna Bryan's Actualize Consulting Experience January 2013 - February 2014
Job Marketing Manager, Global Marketing and Communications at ISS | Institutional Shareholder Services
Industry Marketing and Advertising
Experience
ISS Institutional Shareholder Services February 2014 - Present
Actualize Consulting January 2013 - February 2014
Beloved Yoga May 2012 - February 2014
Institute of International Finance July 2001 - June 2011
Skills
Public Speaking, Entrepreneurship, Yoga, Event Planning, Editing, Social Media, Research, Strategic Planning, Workshop Facilitation, Wellness, Non-profits, Holistic Health, Microsoft Office, Fitness, Business Strategy, Marketing Communications, Nonprofits, Leadership, Risk Management, Management
Education
George Mason University 2001 — 2004
Master of Arts (MA), International Commerce and Policy, School of Public Policy
Penn State University 1995 — 1999
Bachelor of Arts (BA), International Politics, Minor Economics
ISS Institutional Shareholder Services February 2014 - Present
Actualize Consulting January 2013 - February 2014
Beloved Yoga May 2012 - February 2014
Institute of International Finance July 2001 - June 2011
Skills
Public Speaking, Entrepreneurship, Yoga, Event Planning, Editing, Social Media, Research, Strategic Planning, Workshop Facilitation, Wellness, Non-profits, Holistic Health, Microsoft Office, Fitness, Business Strategy, Marketing Communications, Nonprofits, Leadership, Risk Management, Management
Education
George Mason University 2001 — 2004
Master of Arts (MA), International Commerce and Policy, School of Public Policy
Penn State University 1995 — 1999
Bachelor of Arts (BA), International Politics, Minor Economics
Nathan Lind Nathan Lind's Actualize Consulting Experience April 2009 - November 2010
Job Managing Member at HaloRiver
Industry Marketing and Advertising
Experience
HaloRiver Management Group January 2015 - Present
SND September 2011 - December 2014
Bank of America August 2011 - September 2012
Making Home Affordable Program Administration - Fannie Mae November 2010 - July 2011
Actualize Consulting April 2009 - November 2010
Actualize Consulting April 2009 - November 2010
Resource Mine 2008 - 2009
NBL Limited 2005 - 2008
O&A Inc 2002 - 2005
The Internet Design Firm 2000 - 2001
Skills
Program Management, Loan Modifications, Mortgage Servicing, Small Business, Entrepreneurship, REO, Direct Marketing, Direct Sales, Short Sales, Business Process..., Sales, Business Analysis, Marketing Strategy, Marketing, Start-ups, Risk Management, Strategy, Finance, Management, Portfolio Management, Management Consulting, Leadership, Banking, Mortgage Lending, Due Diligence
Education
Villanova University 2010 — 2010
Certificate
Art Institute of Colorado 1998 — 2001
Bachelor of Art
HaloRiver Management Group January 2015 - Present
SND September 2011 - December 2014
Bank of America August 2011 - September 2012
Making Home Affordable Program Administration - Fannie Mae November 2010 - July 2011
Actualize Consulting April 2009 - November 2010
Actualize Consulting April 2009 - November 2010
Resource Mine 2008 - 2009
NBL Limited 2005 - 2008
O&A Inc 2002 - 2005
The Internet Design Firm 2000 - 2001
Skills
Program Management, Loan Modifications, Mortgage Servicing, Small Business, Entrepreneurship, REO, Direct Marketing, Direct Sales, Short Sales, Business Process..., Sales, Business Analysis, Marketing Strategy, Marketing, Start-ups, Risk Management, Strategy, Finance, Management, Portfolio Management, Management Consulting, Leadership, Banking, Mortgage Lending, Due Diligence
Education
Villanova University 2010 — 2010
Certificate
Art Institute of Colorado 1998 — 2001
Bachelor of Art
Greer Allgood Greer Allgood's Actualize Consulting Experience October 2009 - October 2010
Job Executive Director Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
PwC October 2010 - June 2015
Actualize Consulting October 2009 - October 2010
Leeland Group Mortgage, LLC January 2005 - October 2009
AMRESCO Commercial Finance, LLC 1995 - 1998
Home Savings of America 1991 - 1995
Skills
Mortgage Lending, Mortgage Banking, Capital Markets, Banking, Financial Analysis, Financial Modeling, Valuation, Financial Services, Fixed Income, Financial Reporting, Finance, Financial Risk, Risk Management, Trading, Management, Corporate Finance, Management Consulting, Accounting, Due Diligence, Commercial Lending, Enterprise Risk...
Education
New England College 2011 — 2012
Master of Science (M.S.), Accounting
Arizona State University 1991 — 1992
Finance and Financial Management Services
DeVry University 1989 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Morgan Stanley Private Wealth Management June 2015 - Present
PwC October 2010 - June 2015
Actualize Consulting October 2009 - October 2010
Leeland Group Mortgage, LLC January 2005 - October 2009
AMRESCO Commercial Finance, LLC 1995 - 1998
Home Savings of America 1991 - 1995
Skills
Mortgage Lending, Mortgage Banking, Capital Markets, Banking, Financial Analysis, Financial Modeling, Valuation, Financial Services, Fixed Income, Financial Reporting, Finance, Financial Risk, Risk Management, Trading, Management, Corporate Finance, Management Consulting, Accounting, Due Diligence, Commercial Lending, Enterprise Risk...
Education
New England College 2011 — 2012
Master of Science (M.S.), Accounting
Arizona State University 1991 — 1992
Finance and Financial Management Services
DeVry University 1989 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Chris Martines, CFE Chris Martines, CFE's Actualize Consulting Experience April 2009 - August 2009
Job Principal Consultant at Capco
Industry Retail
Experience
Capco April 2015 - Present
Capco September 2013 - Present
Capital One December 2010 - September 2013
City of Richmond March 2010 - December 2010
City of Richmond September 2009 - March 2010
Actualize Consulting April 2009 - August 2009
Circuit City August 2007 - March 2009
Carnival Corporation May 2006 - August 2007
BearingPoint January 2004 - May 2006
Skills
Auditing, Analysis, Business Process..., Process Improvement, Internal Controls, Internal Audit, Financial Analysis, Management, Finance, Training, CRM, Data Analysis, Accounts Payable
Education
James Madison University 1999 — 2003
Finance
Capco April 2015 - Present
Capco September 2013 - Present
Capital One December 2010 - September 2013
City of Richmond March 2010 - December 2010
City of Richmond September 2009 - March 2010
Actualize Consulting April 2009 - August 2009
Circuit City August 2007 - March 2009
Carnival Corporation May 2006 - August 2007
BearingPoint January 2004 - May 2006
Skills
Auditing, Analysis, Business Process..., Process Improvement, Internal Controls, Internal Audit, Financial Analysis, Management, Finance, Training, CRM, Data Analysis, Accounts Payable
Education
James Madison University 1999 — 2003
Finance
Darren Zuckerman's Actualize Consulting Experience June 2013 - Present
Job Director, Treasury & Capital Markets at Actualize Consulting
Industry Capital Markets
Experience
Actualize Consulting June 2013 - Present
SuperDerivatives February 2012 - June 2013
Reval 2008 - 2012
Morgan Stanley 2006 - 2008
Forex Capital Markets 2005 - 2005
UBS 2004 - 2005
Skills
FX Options, Derivatives, Capital Markets, Hedging, Risk Management, Treasury Management
Education
Rutgers University-New Brunswick
BS, Finance
Actualize Consulting June 2013 - Present
SuperDerivatives February 2012 - June 2013
Reval 2008 - 2012
Morgan Stanley 2006 - 2008
Forex Capital Markets 2005 - 2005
UBS 2004 - 2005
Skills
FX Options, Derivatives, Capital Markets, Hedging, Risk Management, Treasury Management
Education
Rutgers University-New Brunswick
BS, Finance
Jonathan Zeman Jonathan Zeman's Actualize Consulting Experience July 2014 - Present
Job Senior Consultant at Actualize Consulting
Industry Management Consulting
Experience
Actualize Consulting July 2014 - Present
PepsiCo August 2011 - July 2014
Royal Bank of Scotland February 2007 - July 2011
Skills
Forecasting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Cash Flow Forecasting, Cash Management, SAP, Treasury Management, Corporate Finance, Strategic Financial..., SAP BW, Cash Flow, Internal Controls, Pricing, FX Options, Hedging, Derivatives, Capital Markets, Fixed Income, Trading, Financial Planning, Risk Management, Treasury
Education
University of Maine 2002 — 2006
Finance, General
Actualize Consulting July 2014 - Present
PepsiCo August 2011 - July 2014
Royal Bank of Scotland February 2007 - July 2011
Skills
Forecasting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Cash Flow Forecasting, Cash Management, SAP, Treasury Management, Corporate Finance, Strategic Financial..., SAP BW, Cash Flow, Internal Controls, Pricing, FX Options, Hedging, Derivatives, Capital Markets, Fixed Income, Trading, Financial Planning, Risk Management, Treasury
Education
University of Maine 2002 — 2006
Finance, General
Deb Gaveglio, M.S. Deb Gaveglio, M.S.'s Actualize Consulting Experience February 2011 - May 2012
Job Senior Policy Analyst at Federal Housing Finance Agency Office of Housing & Regulatory Policy
Industry Financial Services
Experience
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Federal Housing Finance Agency September 2013 - Present
Making Home Affordable (HAMP) June 2012 - August 2013
Actualize Consulting February 2011 - May 2012
Self Employed 2012 - 2012
Freddie Mac September 2009 - November 2010
Credit Suisse January 2005 - March 2008
Clayton 2005 - 2005
UBS 2004 - 2004
Merrill Lynch September 1991 - November 2001
Skills
Asset Managment, Credit Risk, Loss Mitigation, Data Mining, Mortgage Lending, Banking, Capital Markets, Financial Services, Loans, Financial Analysis, Valuation, Process Improvement, Derivatives, Investments, Securities, Financial Modeling, Finance, Operational Risk..., SDLC, Enterprise Risk..., Fixed Income, Program Management, Mortgage Banking, Asset Management, Securitization, Management, Loan Origination, Business Process, Underwriting, Analysis
Education
Utica College 2009 — 2011
Masters of Science, Economic Crime Management
Art Institute of Philadelphia 2002 — 2004
Associates, Photography
Down Dog Yoga
Down Dog Yoga
Montclair State University
Pompton Lakes High School
HS Diploma, College Prep
Rutgers University-New Brunswick
Bachelors, Organizational Communications
Ed Berger Ed Berger's Actualize Consulting Experience March 2013 - Present
Job Manager at Actualize Consulting
Industry Capital Markets
Experience
Actualize Consulting March 2013 - Present
FoodQuestTQ LLC January 2012 - Present
Ed Berger dot com October 2008 - April 2012
Wells Fargo & Co March 1987 - September 2008
Wells Fargo Home Mortgage 1993 - 2004
Prudential Home Mortgage March 1993 - March 1998
Ryland Mortgage 1987 - 1993
Kerb Service 1981 - 1987
Evaluation Research Corporation 1978 - 1983
JRB Associates (SAIC) 1975 - 1979
Skills
Strategic Planning, Risk Management, Business Intelligence, Software Development, Capital Markets, Portfolio Management, Structured Finance, SQL, Management, Microsoft SQL Server, Databases, Credit, Analysis, Leadership, Financial Services, Business Analysis, Security, Data Warehousing, Management Consulting, Business Process, Vendor Management, Mortgage Lending, Analytics, Process Improvement, IT Strategy
Education
University of Florida 1970 — 1973
BS, Systems Engineering
Inter-American University of Puerto Rico-San Germán Campus 1968 — 1970
aa, general
Actualize Consulting March 2013 - Present
FoodQuestTQ LLC January 2012 - Present
Ed Berger dot com October 2008 - April 2012
Wells Fargo & Co March 1987 - September 2008
Wells Fargo Home Mortgage 1993 - 2004
Prudential Home Mortgage March 1993 - March 1998
Ryland Mortgage 1987 - 1993
Kerb Service 1981 - 1987
Evaluation Research Corporation 1978 - 1983
JRB Associates (SAIC) 1975 - 1979
Skills
Strategic Planning, Risk Management, Business Intelligence, Software Development, Capital Markets, Portfolio Management, Structured Finance, SQL, Management, Microsoft SQL Server, Databases, Credit, Analysis, Leadership, Financial Services, Business Analysis, Security, Data Warehousing, Management Consulting, Business Process, Vendor Management, Mortgage Lending, Analytics, Process Improvement, IT Strategy
Education
University of Florida 1970 — 1973
BS, Systems Engineering
Inter-American University of Puerto Rico-San Germán Campus 1968 — 1970
aa, general
Alexander Dymerets Alexander Dymerets's Actualize Consulting Experience 2013 - 2014
Job Treasury professional actively seeking new opportunities. Treasury projects & systems, financial risk management.
Industry Financial Services
Experience
AD Treasury & Risk Advisory 2010 - Present
Citi 2014 - 2015
Actualize Consulting 2013 - 2014
Pfizer 2012 - 2013
Cushman & Wakefield 2011 - 2012
Ernst & Young 2010 - 2011
International Business Machines (IBM) 2009 - 2010
International Business Machines (IBM) 2007 - 2009
IBM 2006 - 2007
International Business Machines - Global Finance 2003 - 2006
Skills
Treasury, Treasury Management, Bloomberg, Risk Management, Forecasting, ALM, Treasury Systems, Corporate Treasury, Excel, MS Office Suite, Fixed Income Analysis, derivatives, Interest Rate Hedging, Interest Rate Risk..., Interest Rate..., Foreign Exchange Risk..., Foreign Exchange..., Cash Flow Forecasting, Financial Analysis, Hedge Accounting, Valuation, Derivatives, Microsoft Excel, Fixed Income, Finance, Portfolio Management, Financial Risk, Strategic Financial..., Mergers & Acquisitions, FX Options, Equities, Trading, Options, Financial Planning, Corporate Finance, Capital Markets, Financial Modeling, Financial Services, Analysis
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Tufts University 1987 — 1991
BS, Quantitative Economics & Computer Science
AD Treasury & Risk Advisory 2010 - Present
Citi 2014 - 2015
Actualize Consulting 2013 - 2014
Pfizer 2012 - 2013
Cushman & Wakefield 2011 - 2012
Ernst & Young 2010 - 2011
International Business Machines (IBM) 2009 - 2010
International Business Machines (IBM) 2007 - 2009
IBM 2006 - 2007
International Business Machines - Global Finance 2003 - 2006
Skills
Treasury, Treasury Management, Bloomberg, Risk Management, Forecasting, ALM, Treasury Systems, Corporate Treasury, Excel, MS Office Suite, Fixed Income Analysis, derivatives, Interest Rate Hedging, Interest Rate Risk..., Interest Rate..., Foreign Exchange Risk..., Foreign Exchange..., Cash Flow Forecasting, Financial Analysis, Hedge Accounting, Valuation, Derivatives, Microsoft Excel, Fixed Income, Finance, Portfolio Management, Financial Risk, Strategic Financial..., Mergers & Acquisitions, FX Options, Equities, Trading, Options, Financial Planning, Corporate Finance, Capital Markets, Financial Modeling, Financial Services, Analysis
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Tufts University 1987 — 1991
BS, Quantitative Economics & Computer Science
Greer Allgood Greer Allgood's Actualize Consulting Experience November 2009 - September 2011
Job Director Banking & Capital Markets at PriceWaterhouseCoopers
Industry Financial Services
Experience
PriceWaterhouseCoopers October 2010 - Present
Actualize Consulting November 2009 - September 2011
MWC March 2006 - October 2009
E-Women Network 2006 - October 2009
Leeland Group Mortgage January 2005 - October 2009
Education
Arizona State University West 1991 — 1992
Devry University 1988 — 1991
BS, Finance
PriceWaterhouseCoopers October 2010 - Present
Actualize Consulting November 2009 - September 2011
MWC March 2006 - October 2009
E-Women Network 2006 - October 2009
Leeland Group Mortgage January 2005 - October 2009
Education
Arizona State University West 1991 — 1992
Devry University 1988 — 1991
BS, Finance
James Costa's Actualize Consulting Experience January 2013 - July 2014
Job Senior Consultant at RiskSpan
Industry Information Technology and Services
Experience
Actualize Consulting January 2013 - July 2014
Fannie Mae September 2012 - December 2012
Freddie Mac November 2010 - August 2012
Fannie Mae April 2009 - November 2010
Lender Processing Services, Inc. (LPS) December 2008 - March 2009
AIG United Guaranty July 2008 - November 2008
BCBSNC March 2008 - July 2008
Lehman Brothers January 2005 - February 2008
Freddie Mac August 2003 - January 2005
Wells Fargo February 2002 - April 2003
Skills
Software Development, Change Management, Vendor Management, Software Documentation, Business Analysis, CRM, Process Improvement, Business Process, Business Intelligence, Management, Leadership, Project Management, Integration, SDLC, Requirements Gathering, Cross-functional Team..., Team Leadership, Analysis, Program Management, Training, Requirements Analysis, Business Process..., Agile Methodologies, Quality Assurance, Marketing, Business Requirements, Project Portfolio..., Consulting, Access, Human Resources, Risk Management, Strategy, Testing, Financial Analysis, Security, Networking, Software Project..., ERP, Management Consulting, Data Warehousing, Interviews, Resource Management, Budgets, Rules Engines, IT Management, MS Project, Business Process..., Governance, SharePoint, PMP
Education
University of Hawaii at Manoa
BA
Farrington High School
Diploma
California State University-Los Angeles
Actualize Consulting January 2013 - July 2014
Fannie Mae September 2012 - December 2012
Freddie Mac November 2010 - August 2012
Fannie Mae April 2009 - November 2010
Lender Processing Services, Inc. (LPS) December 2008 - March 2009
AIG United Guaranty July 2008 - November 2008
BCBSNC March 2008 - July 2008
Lehman Brothers January 2005 - February 2008
Freddie Mac August 2003 - January 2005
Wells Fargo February 2002 - April 2003
Skills
Software Development, Change Management, Vendor Management, Software Documentation, Business Analysis, CRM, Process Improvement, Business Process, Business Intelligence, Management, Leadership, Project Management, Integration, SDLC, Requirements Gathering, Cross-functional Team..., Team Leadership, Analysis, Program Management, Training, Requirements Analysis, Business Process..., Agile Methodologies, Quality Assurance, Marketing, Business Requirements, Project Portfolio..., Consulting, Access, Human Resources, Risk Management, Strategy, Testing, Financial Analysis, Security, Networking, Software Project..., ERP, Management Consulting, Data Warehousing, Interviews, Resource Management, Budgets, Rules Engines, IT Management, MS Project, Business Process..., Governance, SharePoint, PMP
Education
University of Hawaii at Manoa
BA
Farrington High School
Diploma
California State University-Los Angeles
Kurt Rasmussen, PMP, CSM's Actualize Consulting Experience November 2010 - Present
Job Project / Program Management Practice Lead at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting November 2010 - Present
NRECA March 2008 - November 2010
Freddie Mac May 1995 - November 2007
Andersen Consulting June 1993 - May 1995
Anheuser-Busch Companies, Inc. May 1992 - April 1993
Iron Crown Enterprises, Inc. 1989 - 1991
Skills
Program Management, SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, Team Building, Change Management, Requirements Analysis, Governance, Strategy, IT Strategy, Project Portfolio..., PMO, Management, PMP, Business Process..., Business Process, Cross-functional Team...
Education
The George Washington University 1999 — 2000
Masters Certificate, Information Technology Project Management
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA, Accounting and Finance
University of Virginia
BA
Actualize Consulting November 2010 - Present
NRECA March 2008 - November 2010
Freddie Mac May 1995 - November 2007
Andersen Consulting June 1993 - May 1995
Anheuser-Busch Companies, Inc. May 1992 - April 1993
Iron Crown Enterprises, Inc. 1989 - 1991
Skills
Program Management, SDLC, Process Improvement, Vendor Management, Business Analysis, Risk Management, Team Building, Change Management, Requirements Analysis, Governance, Strategy, IT Strategy, Project Portfolio..., PMO, Management, PMP, Business Process..., Business Process, Cross-functional Team...
Education
The George Washington University 1999 — 2000
Masters Certificate, Information Technology Project Management
The College of William and Mary - The Mason School of Business 1991 — 1993
MBA, Accounting and Finance
University of Virginia
BA
Krishna V. Ravula Krishna V. Ravula's Actualize Consulting Experience February 2014 - June 2015
Job Senior Manager (Assistant CIO)
Industry Management Consulting
Experience
FARMERMAC June 2015 - Present
Actualize Consulting February 2014 - June 2015
IFC- World Bank August 2009 - March 2014
Goodrich Coporation June 2000 - December 2008
Skills
Requirements Analysis, Program Management, Enterprise Architecture, Business Analysis, SDLC, Software Project..., IT Strategy, Business Process..., Management Consulting, Vendor Management, Software Development, Project Management, Risk Management, Process Improvement, Change Management, Management, Cross-functional Team..., Strategy, Integration, CRM, PMO, PMP, Project Planning, Analysis
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
Birla Institute of Technology and Science 1986 — 1991
Master of Science (M.Sc.), Economics
FARMERMAC June 2015 - Present
Actualize Consulting February 2014 - June 2015
IFC- World Bank August 2009 - March 2014
Goodrich Coporation June 2000 - December 2008
Skills
Requirements Analysis, Program Management, Enterprise Architecture, Business Analysis, SDLC, Software Project..., IT Strategy, Business Process..., Management Consulting, Vendor Management, Software Development, Project Management, Risk Management, Process Improvement, Change Management, Management, Cross-functional Team..., Strategy, Integration, CRM, PMO, PMP, Project Planning, Analysis
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
Birla Institute of Technology and Science 1986 — 1991
Master of Science (M.Sc.), Economics
Randolph Nordby, CFA Randolph Nordby, CFA's Actualize Consulting Experience May 2010 - December 2010
Job Internal Wholesaler at Calvert Investments
Industry Investment Management
Experience
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Calvert Investments June 2014 - Present
BB&T April 2013 - April 2014
Morgan Stanley January 2012 - April 2013
Actualize Consulting May 2010 - December 2010
Sol Capital Management May 2007 - May 2010
Wachovia Bank/ Evergreen Investments May 2003 - May 2008
Edward Jones January 2000 - May 2002
Field Financial Group January 1998 - January 2000
Sallie Mae September 1993 - June 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Equities, Alternative Investments, Derivatives, Valuation, Asset Allocation, Risk Management, Investment Strategies, Finance, Due Diligence, Trading, Mutual Funds, Securities, Analysis, Wealth Management, Options, Strategy
Education
American University 2013 — 2015
Master's Degree, Accounting
George Mason University 2003 — 2006
MA, Economics
Shenandoah University 1996 — 1999
MBA, Economics & Finance
Virginia Polytechnic Institute and State University 1989 — 1993
BA, Political Science
University of Windsor
University of Windsor
Sherry S. Isenberg, MBA Sherry S. Isenberg, MBA's Actualize Consulting Experience January 2013 - January 2014
Job Liquidity Risk Mgmt; Managing Director, head of collateral mgmt and Treasury Consulting Practice
Industry Financial Services
Experience
Actualize Consulting January 2013 - January 2014
Lombard Risk June 2010 - March 2012
Lombard Risk June 2010 - January 2012
CheckFree- now part of Fiserv July 2007 - December 2008
Hyperion Solutions Acquired by Oracle June 2005 - June 2007
SunGard February 1998 - May 2005
Arizona Public Service July 1984 - February 1998
Skills
Financial Services, Capital Markets, Derivatives, Fixed Income, Mergers & Acquisitions, Finance, Strategy, Financial Markets, Risk Management, Management, Trading, Treasury Management, FX Options, Equities, Banking, Sales, Consulting, Trading Systems, Back Office, Investment Banking, Business Strategy, Marketing, Business Analysis, Financial Risk, Liquidity Risk Mgmt, Financial Analysis, Business Development, Investments
Education
Western International University 1996 — 2000
Master of Business Administration (M.B.A.), Finance, 3.854
Arizona State University 1987 — 1992
Bachelor’s Degree, Finance
Arizona State University 1986 — 1992
Bachelor’s Degree, Finance, General
Actualize Consulting January 2013 - January 2014
Lombard Risk June 2010 - March 2012
Lombard Risk June 2010 - January 2012
CheckFree- now part of Fiserv July 2007 - December 2008
Hyperion Solutions Acquired by Oracle June 2005 - June 2007
SunGard February 1998 - May 2005
Arizona Public Service July 1984 - February 1998
Skills
Financial Services, Capital Markets, Derivatives, Fixed Income, Mergers & Acquisitions, Finance, Strategy, Financial Markets, Risk Management, Management, Trading, Treasury Management, FX Options, Equities, Banking, Sales, Consulting, Trading Systems, Back Office, Investment Banking, Business Strategy, Marketing, Business Analysis, Financial Risk, Liquidity Risk Mgmt, Financial Analysis, Business Development, Investments
Education
Western International University 1996 — 2000
Master of Business Administration (M.B.A.), Finance, 3.854
Arizona State University 1987 — 1992
Bachelor’s Degree, Finance
Arizona State University 1986 — 1992
Bachelor’s Degree, Finance, General
John Schiavo John Schiavo's Actualize Consulting Experience December 2007 - March 2008
Job REO Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae May 2015 - Present
Fannie Mae October 2014 - May 2015
Fannie Mae November 2010 - September 2014
Data Center Developers, LP June 2008 - November 2010
Actualize Consulting December 2007 - March 2008
Freddie Mac May 2005 - March 2007
Freddie Mac January 2004 - May 2005
Freddie Mac January 2002 - January 2004
Freddie Mac 1989 - 2001
McKeige & Co. 1983 - 1988
Skills
Capital Markets, Portfolio Management, Fixed Income, Mortgage Lending, Investments, Finance, Financial Services, Investor Relations, Business Development, CRM, MBS, Executive Management, Securities, Public Speaking, Analysis, Structured Finance, Bloomberg, REO, Loans, Securitization, Mortgage Banking, Strategy, Loan Servicing, Asset Management, Mutual Funds, Sales Process, Funding, Bonds, Strategic Planning, Risk Management, Trading, Valuation, Mortgage, Residential Mortgages, Management
Education
University of Virginia 2009 — 2010
MSMIT, Management of Information Technology
St. John's College (MD) 1977 — 1982
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
Benjamin N. Cardozo High School 1972 — 1976
Fannie Mae May 2015 - Present
Fannie Mae October 2014 - May 2015
Fannie Mae November 2010 - September 2014
Data Center Developers, LP June 2008 - November 2010
Actualize Consulting December 2007 - March 2008
Freddie Mac May 2005 - March 2007
Freddie Mac January 2004 - May 2005
Freddie Mac January 2002 - January 2004
Freddie Mac 1989 - 2001
McKeige & Co. 1983 - 1988
Skills
Capital Markets, Portfolio Management, Fixed Income, Mortgage Lending, Investments, Finance, Financial Services, Investor Relations, Business Development, CRM, MBS, Executive Management, Securities, Public Speaking, Analysis, Structured Finance, Bloomberg, REO, Loans, Securitization, Mortgage Banking, Strategy, Loan Servicing, Asset Management, Mutual Funds, Sales Process, Funding, Bonds, Strategic Planning, Risk Management, Trading, Valuation, Mortgage, Residential Mortgages, Management
Education
University of Virginia 2009 — 2010
MSMIT, Management of Information Technology
St. John's College (MD) 1977 — 1982
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
Benjamin N. Cardozo High School 1972 — 1976
Lisa Seim Lisa Seim's Actualize Consulting Experience November 2009 - April 2011
Job Principal at Strategic Exchanges Innovative Markets
Industry Capital Markets
Experience
Strategic Exchanges Innovative Markets June 2011 - Present
Actualize Consulting November 2009 - April 2011
360T May 2006 - November 2008
Salem Associates May 2004 - May 2006
Citibank and Banque Indo-Suez September 1991 - July 1994
MHT, BNP and ANZ Frankfurt, Germany 1986 - 1991
Creditanstalt-Bankverein- March 1983 - December 1985
Skills
Front end trading..., Capital Markets, Trading, Money Market, Hedging, Electronic Trading, Swaps, FX, FX Options, Fixed Income, Currency, Financial Markets, Banking, Finance, FX trading, Derivatives, Funding, Strategy, Securities, Hedge Funds, FX Trading
Education
New York University 1984 — 1985
certificate, FX Options and Volatility
University of Vienna 1980 — 1983
Equivalent of US Master's degree, Intl Law and Finance Grad program
Institute of European Studies 1979 — 1980
1 year program, Political Science/law
Nasson college 1978 — 1979
Psychology/Human Services, Deans List
Manhattanville College 1977 — 1978
summer program, business law
Hendrick Hudson High school 1974 — 1978
Strategic Exchanges Innovative Markets June 2011 - Present
Actualize Consulting November 2009 - April 2011
360T May 2006 - November 2008
Salem Associates May 2004 - May 2006
Citibank and Banque Indo-Suez September 1991 - July 1994
MHT, BNP and ANZ Frankfurt, Germany 1986 - 1991
Creditanstalt-Bankverein- March 1983 - December 1985
Skills
Front end trading..., Capital Markets, Trading, Money Market, Hedging, Electronic Trading, Swaps, FX, FX Options, Fixed Income, Currency, Financial Markets, Banking, Finance, FX trading, Derivatives, Funding, Strategy, Securities, Hedge Funds, FX Trading
Education
New York University 1984 — 1985
certificate, FX Options and Volatility
University of Vienna 1980 — 1983
Equivalent of US Master's degree, Intl Law and Finance Grad program
Institute of European Studies 1979 — 1980
1 year program, Political Science/law
Nasson college 1978 — 1979
Psychology/Human Services, Deans List
Manhattanville College 1977 — 1978
summer program, business law
Hendrick Hudson High school 1974 — 1978
Steve Hurn's Actualize Consulting Experience April 2012 - Present
Job Valuations and Risk Management
Industry Financial Services
Experience
Actualize Consulting April 2012 - Present
Credit Market Analysis June 2011 - January 2012
Markit NA April 2006 - October 2010
Quest Investment Management LLC June 2002 - November 2005
Commerzbank AG May 1998 - October 2000
Commerz Financial Products April 1995 - April 1998
Banque Indosuez September 1994 - March 1995
DG Bank August 1989 - July 1994
Skills
Derivatives, Capital Markets, Fixed Income, Options, Equities, Risk Management, Portfolio Management, Hedge Funds, FX Options, Trading, Credit Derivatives, Strategy, Financial Risk, Valuation, Equity Derivatives, Quantitative Analytics, Interest Rate..., Bonds, Finance, Team Building, Structured Finance, Quantitative Finance, Team Leadership, Mentoring, Summit, Swaps, Rates, Middle Office
Education
University of Chicago
Master of Arts (M.A.), Economics
Kenyon College
B.A., Economics (Honors)
Actualize Consulting April 2012 - Present
Credit Market Analysis June 2011 - January 2012
Markit NA April 2006 - October 2010
Quest Investment Management LLC June 2002 - November 2005
Commerzbank AG May 1998 - October 2000
Commerz Financial Products April 1995 - April 1998
Banque Indosuez September 1994 - March 1995
DG Bank August 1989 - July 1994
Skills
Derivatives, Capital Markets, Fixed Income, Options, Equities, Risk Management, Portfolio Management, Hedge Funds, FX Options, Trading, Credit Derivatives, Strategy, Financial Risk, Valuation, Equity Derivatives, Quantitative Analytics, Interest Rate..., Bonds, Finance, Team Building, Structured Finance, Quantitative Finance, Team Leadership, Mentoring, Summit, Swaps, Rates, Middle Office
Education
University of Chicago
Master of Arts (M.A.), Economics
Kenyon College
B.A., Economics (Honors)
Sharon Plattner Sharon Plattner's Actualize Consulting Experience 2010 - 2010
Job Director at Freddie Mac
Industry Real Estate
Experience
Freddie Mac May 2015 - Present
Freddie Mac June 2012 - May 2015
Freddie Mac May 2011 - May 2012
Washington Properties, Inc. March 2008 - July 2010
Actualize Consulting 2010 - 2010
Morgan Stanley April 2004 - February 2008
Freddie Mac April 1999 - April 2004
LaSalle Bank June 1997 - April 1999
Skills
Loans, Credit, Analysis, Underwriting, Real Estate Economics, Valuation, Mortgage Lending, Portfolio Management, Due Diligence, Capital Markets, Real Estate, Financial Analysis, Investments, Financial Modeling, Risk Management
Education
DePaul University 2000 — 2002
Master's, Information Systems
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's, Finance
Freddie Mac May 2015 - Present
Freddie Mac June 2012 - May 2015
Freddie Mac May 2011 - May 2012
Washington Properties, Inc. March 2008 - July 2010
Actualize Consulting 2010 - 2010
Morgan Stanley April 2004 - February 2008
Freddie Mac April 1999 - April 2004
LaSalle Bank June 1997 - April 1999
Skills
Loans, Credit, Analysis, Underwriting, Real Estate Economics, Valuation, Mortgage Lending, Portfolio Management, Due Diligence, Capital Markets, Real Estate, Financial Analysis, Investments, Financial Modeling, Risk Management
Education
DePaul University 2000 — 2002
Master's, Information Systems
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor's, Finance
Irving Goldfinger Irving Goldfinger's Actualize Consulting Experience October 2006 - Present
Job Managing Director IT
Industry Information Technology and Services
Experience
Misys November 2008 - Present
Actualize Consulting October 2006 - Present
Fannie Mae 2006 - 2007
DGINC 2005 - 2005
Credit Suisse Group 1987 - 2004
Morgan Stanley 1984 - 1987
Skills
Data Warehousing, IT Strategy, Business Intelligence, IT Governance, IT Management, PMO, Web Development, Agile Project Management, Database Design, Data Mining
Education
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science & mathematics major
Misys November 2008 - Present
Actualize Consulting October 2006 - Present
Fannie Mae 2006 - 2007
DGINC 2005 - 2005
Credit Suisse Group 1987 - 2004
Morgan Stanley 1984 - 1987
Skills
Data Warehousing, IT Strategy, Business Intelligence, IT Governance, IT Management, PMO, Web Development, Agile Project Management, Database Design, Data Mining
Education
City University of New York-Brooklyn College 1972 — 1976
BS, Computer Science & mathematics major
Ralph Russo Ralph Russo's Actualize Consulting Experience July 2013 - Present
Job Senior Consultant at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting July 2013 - Present
Midland Loan Services August 2007 - July 2013
Midland Loan Services June 1998 - August 2007
Skills
SQL, VB.NET, Accounting, Business Analysis, T-SQL, Software Documentation, SSRS, ASP.NET, .NET, Microsoft SQL Server, Access, SSIS, Business Intelligence, Visual Studio, Database Design, SharePoint, Windows, Data Modeling, Software Project..., Visio, Analysis, Process Improvement, Databases
Education
Evangel University 1988 — 1991
BS, Mathematics
Stevens Institute of Technology 1985 — 1987
Dumont High School
Actualize Consulting July 2013 - Present
Midland Loan Services August 2007 - July 2013
Midland Loan Services June 1998 - August 2007
Skills
SQL, VB.NET, Accounting, Business Analysis, T-SQL, Software Documentation, SSRS, ASP.NET, .NET, Microsoft SQL Server, Access, SSIS, Business Intelligence, Visual Studio, Database Design, SharePoint, Windows, Data Modeling, Software Project..., Visio, Analysis, Process Improvement, Databases
Education
Evangel University 1988 — 1991
BS, Mathematics
Stevens Institute of Technology 1985 — 1987
Dumont High School
Colin McGowan's Actualize Consulting Experience June 2005 - July 2007
Job Managing Director at MCR Consulting Group LLC
Industry Financial Services
Experience
MCR Consulting Group LLC February 2015 - Present
Fannie Mae November 2013 - Present
Primatics Financial August 2007 - July 2013
Primatics Financial August 2007 - February 2011
Actualize Consulting June 2005 - July 2007
Freddie Mac 2000 - 2005
KPMG, LLP 1999 - 2000
Broughton Systems 1998 - 1999
Skills
SDLC, Fixed Income, Business Analysis, Business Process..., Financial Analysis, Financial Services, Financial Modeling, Capital Markets, Financial Reporting, Accounting, Analysis, Internal Controls, Requirements Gathering, Data Analysis, Management, Investments, Portfolio Management, Requirements Analysis, Enterprise Risk..., Financial Risk
Education
James Madison University 1994 — 1998
BBA, Finance, Economics
James Madison University - College of Business 1994 — 1998
BBA, Finance, Economics
MCR Consulting Group LLC February 2015 - Present
Fannie Mae November 2013 - Present
Primatics Financial August 2007 - July 2013
Primatics Financial August 2007 - February 2011
Actualize Consulting June 2005 - July 2007
Freddie Mac 2000 - 2005
KPMG, LLP 1999 - 2000
Broughton Systems 1998 - 1999
Skills
SDLC, Fixed Income, Business Analysis, Business Process..., Financial Analysis, Financial Services, Financial Modeling, Capital Markets, Financial Reporting, Accounting, Analysis, Internal Controls, Requirements Gathering, Data Analysis, Management, Investments, Portfolio Management, Requirements Analysis, Enterprise Risk..., Financial Risk
Education
James Madison University 1994 — 1998
BBA, Finance, Economics
James Madison University - College of Business 1994 — 1998
BBA, Finance, Economics
Christina LaMarca's Actualize Consulting Experience May 2005 - December 2008
Job
Industry Capital Markets
Experience
Freddie Mac April 2014 - Present
Freddie Mac June 2011 - April 2014
Freddie Mac September 2010 - June 2011
Freddie Mac December 2008 - November 2010
Actualize Consulting May 2005 - December 2008
Freddie Mac March 2003 - April 2005
Providian Financial August 2001 - October 2002
Skills
Executive Management, Cross-functional Team..., Leadership, Strategy, Financial Analysis, Financial Modeling, Risk Management, Project Management, Management, Portfolio Management, Capital Markets, Business Analysis, Program Management, Process Improvement
Education
James Madison University - College of Business 1997 — 2001
BBA, International Business, Finance
Freddie Mac April 2014 - Present
Freddie Mac June 2011 - April 2014
Freddie Mac September 2010 - June 2011
Freddie Mac December 2008 - November 2010
Actualize Consulting May 2005 - December 2008
Freddie Mac March 2003 - April 2005
Providian Financial August 2001 - October 2002
Skills
Executive Management, Cross-functional Team..., Leadership, Strategy, Financial Analysis, Financial Modeling, Risk Management, Project Management, Management, Portfolio Management, Capital Markets, Business Analysis, Program Management, Process Improvement
Education
James Madison University - College of Business 1997 — 2001
BBA, International Business, Finance
Hunter Morhous's Actualize Consulting Experience June 2005 - September 2007
Job Associate at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
Rupa Loganathan, CSM's Actualize Consulting Experience February 2014 - Present
Job Senior Consultant at Actualize Consulting
Industry Information Technology and Services
Experience
Actualize Consulting February 2014 - Present
Value Options August 2012 - April 2013
Ionix Systems Inc March 2012 - August 2012
Freddie Mac July 2007 - February 2011
OMNITECH Systems January 2005 - July 2007
IBM GLOBAL SERVICES July 2004 - November 2004
HEWLETT PACKARD GLOBALSOFT April 2003 - July 2004
Sutherland Technologies September 2002 - April 2003
Tata Infotech June 2001 - December 2001
Skills
Rally, Version One, Microsoft Project, Requisite Pro, Rational DOORS, ER Studio, Clear Case, Clear Quest, XML Spy, Microsoft Access, ClearQuest, ClearCase, MS Project, SDLC, Business Requirements, Requirements Analysis, Business Analysis, Requirements Gathering, Quality Assurance, UML
Education
Periyar University 1999 — 2001
Master of Business Administration (MBA), Systems, Graduated First Class
University of Madras 1995 — 1999
Bachelor of Engineering (B.E.), Electrical & Electronics Engineering, Graduated First Class
Actualize Consulting February 2014 - Present
Value Options August 2012 - April 2013
Ionix Systems Inc March 2012 - August 2012
Freddie Mac July 2007 - February 2011
OMNITECH Systems January 2005 - July 2007
IBM GLOBAL SERVICES July 2004 - November 2004
HEWLETT PACKARD GLOBALSOFT April 2003 - July 2004
Sutherland Technologies September 2002 - April 2003
Tata Infotech June 2001 - December 2001
Skills
Rally, Version One, Microsoft Project, Requisite Pro, Rational DOORS, ER Studio, Clear Case, Clear Quest, XML Spy, Microsoft Access, ClearQuest, ClearCase, MS Project, SDLC, Business Requirements, Requirements Analysis, Business Analysis, Requirements Gathering, Quality Assurance, UML
Education
Periyar University 1999 — 2001
Master of Business Administration (MBA), Systems, Graduated First Class
University of Madras 1995 — 1999
Bachelor of Engineering (B.E.), Electrical & Electronics Engineering, Graduated First Class
Andrei Kovalev's Actualize Consulting Experience July 2014 - Present
Job Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Actualize Consulting July 2014 - Present
Actualize Consulting February 2012 - July 2014
Guggenheim Investments August 2010 - January 2012
Security Global Investors May 2009 - September 2010
Security Global Investors July 2007 - May 2009
Rydex Investments January 2006 - July 2007
Rydex Investments, Inc. December 2004 - January 2006
Skills
Derivatives, Equities, VBA, Capital Markets, Accounting, Treasury, Portfolio Management, Risk Management, Microsoft Excel, Financial Analysis, Equity Derivatives, Bonds, Structured Products, Due Diligence, Hedge Funds, Credit Derivatives, MySQL, REXX, Microsoft Word, Excel, Word, Outlook, Visual Basic, International Equities, US GAAP, SWIFT payments, SWIFT messaging, ISO20022, Talend, SQL Server Management..., Liquidity Management, Foreign Exchange, Foreign Exchange Risk..., Interest Rate Risk..., Interest Rate Swaps, Bloomberg Terminal, Bloomberg Data License, Commodity Risk..., FX Derivatives, IT2 Treasury Solutions, Reval, Visio, Financial Modeling
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science, Finance
Neil OConnell's Actualize Consulting Experience 2007 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Actualize Consulting 2007 - Present
Reval 2007 - 2008
aig trading 1997 - 2001
Skills
Derivatives, Hedge Funds, Capital Markets, Fixed Income
Education
Quinnipiac University - School of Business 1990 — 1994
Actualize Consulting 2007 - Present
Reval 2007 - 2008
aig trading 1997 - 2001
Skills
Derivatives, Hedge Funds, Capital Markets, Fixed Income
Education
Quinnipiac University - School of Business 1990 — 1994
Hakan Beygo's Actualize Consulting Experience May 2010 - January 2012
Job Senior Director, Bulk Loan Acquisitions at Freddie Mac
Industry Financial Services
Experience
Freddie Mac September 2015 - Present
SunTrust January 2012 - April 2015
Actualize Consulting May 2010 - January 2012
Wells Fargo 2002 - 2009
Wells Fargo 1996 - 2002
Wells Fargo (Norwest Mortgage) 1994 - 1996
Wells Fargo (Prudential Home Mortgage) 1992 - 1994
Coopers & Lybrand 1990 - 1992
Skills
Capital Markets, MBS, Mortgage Lending, Credit, Portfolio Management, Fixed Income, Securitization, Loans, Structured Finance, Risk Management, Mortgage Banking, Valuation, Asset Managment, Banking, Residential Mortgages, Financial Services, Bonds, Finance, Structured Products, Credit Risk, Asset Management, Financial Risk
Education
University of Maryland College Park 1988 — 1990
MBA, Finance
University of Maryland College Park 1983 — 1988
BS, Mechanical Engineering
Freddie Mac September 2015 - Present
SunTrust January 2012 - April 2015
Actualize Consulting May 2010 - January 2012
Wells Fargo 2002 - 2009
Wells Fargo 1996 - 2002
Wells Fargo (Norwest Mortgage) 1994 - 1996
Wells Fargo (Prudential Home Mortgage) 1992 - 1994
Coopers & Lybrand 1990 - 1992
Skills
Capital Markets, MBS, Mortgage Lending, Credit, Portfolio Management, Fixed Income, Securitization, Loans, Structured Finance, Risk Management, Mortgage Banking, Valuation, Asset Managment, Banking, Residential Mortgages, Financial Services, Bonds, Finance, Structured Products, Credit Risk, Asset Management, Financial Risk
Education
University of Maryland College Park 1988 — 1990
MBA, Finance
University of Maryland College Park 1983 — 1988
BS, Mechanical Engineering
Geran Combs's Actualize Consulting Experience January 2014 - Present
Job Sr. Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting January 2014 - Present
Actualize Consulting September 2012 - January 2014
E*TRADE Financial February 2012 - September 2012
E*TRADE Financial September 2008 - February 2012
Freddie Mac June 2007 - September 2008
Freddie Mac July 2005 - March 2007
Freddie Mac May 2002 - July 2005
Infinis 2000 - 2002
Epiphany 2000 - 2001
Pegasystems 1999 - 2000
Skills
Risk Management, Financial Services, Business Process, SDLC, Vendor Management, Data Warehousing, MISMO, Loan Servicing, Business Analysis, Data Governance, Strategy, Management, Data Quality, Business Intelligence, Leadership, Project Management, Banking, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Governance, Team Building, IT Strategy, Analytics
Education
University of North Carolina at Charlotte 1991 — 1995
Economics
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Actualize Consulting January 2014 - Present
Actualize Consulting September 2012 - January 2014
E*TRADE Financial February 2012 - September 2012
E*TRADE Financial September 2008 - February 2012
Freddie Mac June 2007 - September 2008
Freddie Mac July 2005 - March 2007
Freddie Mac May 2002 - July 2005
Infinis 2000 - 2002
Epiphany 2000 - 2001
Pegasystems 1999 - 2000
Skills
Risk Management, Financial Services, Business Process, SDLC, Vendor Management, Data Warehousing, MISMO, Loan Servicing, Business Analysis, Data Governance, Strategy, Management, Data Quality, Business Intelligence, Leadership, Project Management, Banking, Business Process..., Business Requirements, Requirements Gathering, Requirements Analysis, Governance, Team Building, IT Strategy, Analytics
Education
University of North Carolina at Charlotte 1991 — 1995
Economics
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
Heather Kerns's Actualize Consulting Experience June 2012 - Present
Job Project Management Consultant at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting June 2012 - Present
Comtech LLC for CareFirst FEPOC Division October 2011 - December 2011
Freddie Mac March 2007 - October 2011
Freddie Mac September 2004 - March 2007
Skills
Loss Mitigation..., Organizational..., Training Skills, Training Delivery, Master Data Management, Data Governance, Process Engineering, Business Process..., Program Management, Program Planning, Project Management, Software Project..., Project Portfolio..., Business analysis, Business Requirements, Functional Requirements, Conceptual Architecture, Business Strategy and..., Business, Business Analysis, PMO, Requirements Gathering, Strategy, Management, PMP, Training, Enterprise Architecture, Data Analysis, Vendor Management, SDLC, Agile Methodologies, Integration, Analysis, Leadership, Cross-functional Team..., Business Process, Consulting, Business Process..., Financial Services, Project Planning, Business Strategy, Visio, Strategic Planning, Mortgage Servicing, Process Improvement, Management Consulting, Governance, Business Process Design, Business Transformation, Mortgage Banking
Education
University of Phoenix 2008 — 2011
BS, Business Management
University of Central Florida 1990 — 1991
Communications
Polk Community College 1989 — 1990
AA, Liberal Arts
Actualize Consulting June 2012 - Present
Comtech LLC for CareFirst FEPOC Division October 2011 - December 2011
Freddie Mac March 2007 - October 2011
Freddie Mac September 2004 - March 2007
Skills
Loss Mitigation..., Organizational..., Training Skills, Training Delivery, Master Data Management, Data Governance, Process Engineering, Business Process..., Program Management, Program Planning, Project Management, Software Project..., Project Portfolio..., Business analysis, Business Requirements, Functional Requirements, Conceptual Architecture, Business Strategy and..., Business, Business Analysis, PMO, Requirements Gathering, Strategy, Management, PMP, Training, Enterprise Architecture, Data Analysis, Vendor Management, SDLC, Agile Methodologies, Integration, Analysis, Leadership, Cross-functional Team..., Business Process, Consulting, Business Process..., Financial Services, Project Planning, Business Strategy, Visio, Strategic Planning, Mortgage Servicing, Process Improvement, Management Consulting, Governance, Business Process Design, Business Transformation, Mortgage Banking
Education
University of Phoenix 2008 — 2011
BS, Business Management
University of Central Florida 1990 — 1991
Communications
Polk Community College 1989 — 1990
AA, Liberal Arts
Jean Ballard's Actualize Consulting Experience January 2013 - Present
Job Manager at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting January 2013 - Present
Municipal Securities Rulemaking Board (MSRB) January 2012 - January 2013
Fannie Mae June 2006 - December 2011
Freddie Mac August 1994 - May 2006
Skills
Project Management, Product Development, Policy/Procedure..., Business Intelligence, Business Analysis, SDLC, Process Engineering, Program Management, Loss Mitigation, Servicing, Mortgage, MBS, Underwriting, Credit, Product Design, Mortgage Lending, Loan Servicing, Process Improvement, Management, Leadership, Budgets, Analysis
Education
University of Virginia
BS, Finance and Marketing
George Mason University
MBA, Finance
The George Washington University
Master Certificate, Project Management
Actualize Consulting January 2013 - Present
Municipal Securities Rulemaking Board (MSRB) January 2012 - January 2013
Fannie Mae June 2006 - December 2011
Freddie Mac August 1994 - May 2006
Skills
Project Management, Product Development, Policy/Procedure..., Business Intelligence, Business Analysis, SDLC, Process Engineering, Program Management, Loss Mitigation, Servicing, Mortgage, MBS, Underwriting, Credit, Product Design, Mortgage Lending, Loan Servicing, Process Improvement, Management, Leadership, Budgets, Analysis
Education
University of Virginia
BS, Finance and Marketing
George Mason University
MBA, Finance
The George Washington University
Master Certificate, Project Management
Rick Morelli's Actualize Consulting Experience February 2010 - March 2011
Job Business Analyst residential finance
Industry Financial Services
Experience
Rick Morelli March 2011 - Present
Actualize Consulting February 2010 - March 2011
IBM Global Services October 2008 - March 2010
IBM - GBS December 2005 - June 2008
CC Pace June 1998 - December 2005
EDS February 1997 - June 1998
Fannie Mae August 1983 - January 1997
Skills
Requirements Analysis, Strategic Planning, Visio, MS Project, Business Analysis, Business Requirements, Problem Solving, User Acceptance Testing, Word
Education
New York University
BA, Economics
Rick Morelli March 2011 - Present
Actualize Consulting February 2010 - March 2011
IBM Global Services October 2008 - March 2010
IBM - GBS December 2005 - June 2008
CC Pace June 1998 - December 2005
EDS February 1997 - June 1998
Fannie Mae August 1983 - January 1997
Skills
Requirements Analysis, Strategic Planning, Visio, MS Project, Business Analysis, Business Requirements, Problem Solving, User Acceptance Testing, Word
Education
New York University
BA, Economics
Ammar Rangwala's Actualize Consulting Experience December 2009 - November 2011
Job Not Sure
Industry Farming
Experience
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Who Knows February 2013 - Present
BCompliant November 2011 - November 2012
Actualize Consulting December 2009 - November 2011
E*TRADE Financial August 2008 - November 2009
Stronghold Servicing March 2004 - August 2008
Dominion Financial May 2003 - March 2004
Institutional Shareholder Services April 2002 - May 2003
Goldman Sachs June 2001 - August 2001
Skills
Loss Mitigation, Portfolio Management, Short Sales, Loan Modifications, Risk Analytics, Loans, Mortgage Lending, Banking, Mortgage Banking, Management, Training, Finance, Start-ups, Strategy, Business Process
Education
University of Maryland College Park 1997 — 2001
BS, Decision Infomation Systems
Edgar Crossett, CFA's Actualize Consulting Experience 2015 - Present
Job Capital Markets at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting 2015 - Present
Deutsche Bank October 2014 - April 2015
Barclays Capital September 2008 - 2014
Lehman Brothers June 2006 - September 2008
Barclays Capital April 2005 - May 2006
Refco December 2003 - April 2005
Skills
Derivatives, Commodity, Options, Trading, FX Options
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Actualize Consulting 2015 - Present
Deutsche Bank October 2014 - April 2015
Barclays Capital September 2008 - 2014
Lehman Brothers June 2006 - September 2008
Barclays Capital April 2005 - May 2006
Refco December 2003 - April 2005
Skills
Derivatives, Commodity, Options, Trading, FX Options
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science in Management, Finance
Christopher Leff, CFA's Actualize Consulting Experience November 2009 - April 2012
Job Analytics Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage April 2012 - Present
Actualize Consulting November 2009 - April 2012
Rydex Investments March 2006 - November 2009
Strategic Financial Advisers November 2004 - March 2006
Sullivan, Bruyette, Speros & Blayney July 2003 - November 2004
Charles Schwab July 1999 - February 2003
Skills
Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Capital Markets, Equities, Microsoft Excel, Hedge Funds, Bloomberg, Financial Services, Asset Managment, Valuation, Financial Analysis, Portfolio Management, Financial Risk, Asset Allocation, Mutual Funds, Risk Management, Credit, Access, Banking, Emerging Markets, Investment Advisory, Financial Markets, Due Diligence, Analysis, Finance, Investment Management, Investments, Strategic Financial..., Trading
Education
University of Phoenix 1998 — 2000
MBA, General
Arizona State University 1993 — 1998
BA, English
CFA Charter Holder CFA Institute
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage April 2012 - Present
Actualize Consulting November 2009 - April 2012
Rydex Investments March 2006 - November 2009
Strategic Financial Advisers November 2004 - March 2006
Sullivan, Bruyette, Speros & Blayney July 2003 - November 2004
Charles Schwab July 1999 - February 2003
Skills
Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Capital Markets, Equities, Microsoft Excel, Hedge Funds, Bloomberg, Financial Services, Asset Managment, Valuation, Financial Analysis, Portfolio Management, Financial Risk, Asset Allocation, Mutual Funds, Risk Management, Credit, Access, Banking, Emerging Markets, Investment Advisory, Financial Markets, Due Diligence, Analysis, Finance, Investment Management, Investments, Strategic Financial..., Trading
Education
University of Phoenix 1998 — 2000
MBA, General
Arizona State University 1993 — 1998
BA, English
CFA Charter Holder CFA Institute
George Werner, MBA, CCM, MCP, MOS's Actualize Consulting Experience January 2014 - June 2015
Job Manager / Consultant at Actualize Consulting
Industry Telecommunications
Experience
Actualize Consulting January 2014 - June 2015
PSGCNJ 2015 - 2015
PSGCNJ 2015 - 2015
THE ASPEN GROUP, INC. June 2010 - November 2012
Verizon March 1980 - September 2009
Skills
Crystal Reports, SQL Server, Pivot Tables, Web Servers, Data Mining, MS Office Suite, Excel, Access, Banking, Cash Management, Cash Flow Management, Treasury, Treasury Management, Treasury Systems, Corporate Treasury, Corporate Finance, Financial Modeling, SQL, Oracle SQL, Visio, PowerPoint, PowerPivot, Business Intelligence, Project Management, Six Sigma, Business Systems..., Business Analysis, International Trade, Finance, Process Improvement, Strategy, Integration, Microsoft Excel, Management
Education
Pace University - Lubin School of Business
MBA, Finance
Manhattan College
Bachelor of Science, Engineering (Electrical)
Middlesex County College 2009 — 2013
Continuing Education
Actualize Consulting January 2014 - June 2015
PSGCNJ 2015 - 2015
PSGCNJ 2015 - 2015
THE ASPEN GROUP, INC. June 2010 - November 2012
Verizon March 1980 - September 2009
Skills
Crystal Reports, SQL Server, Pivot Tables, Web Servers, Data Mining, MS Office Suite, Excel, Access, Banking, Cash Management, Cash Flow Management, Treasury, Treasury Management, Treasury Systems, Corporate Treasury, Corporate Finance, Financial Modeling, SQL, Oracle SQL, Visio, PowerPoint, PowerPivot, Business Intelligence, Project Management, Six Sigma, Business Systems..., Business Analysis, International Trade, Finance, Process Improvement, Strategy, Integration, Microsoft Excel, Management
Education
Pace University - Lubin School of Business
MBA, Finance
Manhattan College
Bachelor of Science, Engineering (Electrical)
Middlesex County College 2009 — 2013
Continuing Education
Ned Williams's Actualize Consulting Experience May 2009 - May 2015
Job Director & Financial Services Practice Lead at Avertra Corp
Industry Financial Services
Experience
Avertra Corp May 2015 - Present
Actualize Consulting May 2009 - May 2015
Skills
Securitization, Capital Markets, Hedging, Derivatives
Education
The George Washington University - School of Business 2014 — 2015
Master of Accountancy, Accounting
Boston College
WT Woodson
Avertra Corp May 2015 - Present
Actualize Consulting May 2009 - May 2015
Skills
Securitization, Capital Markets, Hedging, Derivatives
Education
The George Washington University - School of Business 2014 — 2015
Master of Accountancy, Accounting
Boston College
WT Woodson
Charlie Arsenault's Actualize Consulting Experience 2006 - 2007
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group April 2012 - Present
Fannie Mae December 2009 - April 2012
Fannie Mae August 2008 - December 2009
Fannie Mae March 2007 - August 2008
Actualize Consulting 2006 - 2007
KPMG US 2003 - 2005
Unified FCU 2001 - 2003
KPMG US June 2002 - August 2002
Skills
Capital Markets
Education
Babson College
Waltham High School
The Carlyle Group April 2012 - Present
Fannie Mae December 2009 - April 2012
Fannie Mae August 2008 - December 2009
Fannie Mae March 2007 - August 2008
Actualize Consulting 2006 - 2007
KPMG US 2003 - 2005
Unified FCU 2001 - 2003
KPMG US June 2002 - August 2002
Skills
Capital Markets
Education
Babson College
Waltham High School
Jason Dobbs's Actualize Consulting Experience January 2015 - Present
Job Senior Business Consultant at Actualize Consulting
Industry Financial Services
Experience
Actualize Consulting January 2015 - Present
Viacom January 2012 - December 2014
Viacom June 2011 - December 2011
Viacom January 2011 - June 2011
Nickelodeon October 2010 - December 2010
Skills
Microsoft Office, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Treasury Management, IT2 TMS, Finance, Financial Reporting, Account Reconciliation, Data Analysis, Analysis, Corporate Finance, Treasury, Cash Management, Financial Services, Leadership, Microsoft Word, Management, Risk Management, Social Media, Banking, Event Planning, Accounting, Visual Basic, Public Speaking, Consulting, Analytics, Customer Service, Business Analysis
Education
Fordham University 2008 — 2012
BBA, Business Administration
Fordham University 2008 — 2012
Bachelor of Business Administration (BBA), International Finance & Business Systems
Actualize Consulting January 2015 - Present
Viacom January 2012 - December 2014
Viacom June 2011 - December 2011
Viacom January 2011 - June 2011
Nickelodeon October 2010 - December 2010
Skills
Microsoft Office, Financial Modeling, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Treasury Management, IT2 TMS, Finance, Financial Reporting, Account Reconciliation, Data Analysis, Analysis, Corporate Finance, Treasury, Cash Management, Financial Services, Leadership, Microsoft Word, Management, Risk Management, Social Media, Banking, Event Planning, Accounting, Visual Basic, Public Speaking, Consulting, Analytics, Customer Service, Business Analysis
Education
Fordham University 2008 — 2012
BBA, Business Administration
Fordham University 2008 — 2012
Bachelor of Business Administration (BBA), International Finance & Business Systems
Lisa Shapiro (formerly Tilley)'s Actualize Consulting Experience September 2010 - September 2010
Job Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2014 - Present
Freddie Mac May 2011 - June 2014
Orchid Design Group October 2007 - May 2011
Actualize Consulting September 2010 - September 2010
Skills
Risk Management, Mortgage Lending, Credit, Loans, Process Improvement, Mortgage Banking, Analysis, Banking, Loss Mitigation, Portfolio Management
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Freddie Mac June 2014 - Present
Freddie Mac May 2011 - June 2014
Orchid Design Group October 2007 - May 2011
Actualize Consulting September 2010 - September 2010
Skills
Risk Management, Mortgage Lending, Credit, Loans, Process Improvement, Mortgage Banking, Analysis, Banking, Loss Mitigation, Portfolio Management
Education
California State University-Sacramento 1988 — 1991
Bachelor of Science (B.S.), Accounting and Finance