Advanta Business Services
Industry: Company
DescriptionFounded: 1985 Parent organizations: Advanta, Advanta Business Services Holding Corp Subsidiary: Advanta Leasing Receivables Corp VI
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Advanta Business Services Employees
Financial Life Planning, LLC June 2008 - Present
Lincoln Financial Group December 2002 - January 2007
Metris Companies 2000 - 2001
Chase Manhattan Mortgage April 2000 - October 2000
Advanta Business Services 1996 - 2000
Penn Mutual 1991 - 1996
US Securities and Exchange Commission September 1986 - January 1987
Skills
Asset Allocation, Retirement Planning, Life Insurance, Estate Planning, Investment Advisory, Financial Advisory, Small Business, Fixed Annuities, Investments, IRAs, Financial Planning, Retirement, Asset Management, Disability Insurance, Wealth Accumulation, Wealth Management, Mutual Funds, 401k, Long Term Care Insurance, Certified Financial..., Universal Life, Term Life Insurance, Personal Tax Planning, Permanent Life Insurance, Financial Planners, Strategic Financial..., Securities
Education
Drexel University 1988 — 1990
MBA, Finance (Portfolio Management)
Richard Stockton College of New Jersey 1983 — 1987
BA, Finance
PNC Bank January 2014 - Present
PNC Bank July 2012 - Present
CitiBank May 2011 - July 2012
JPMorgan Chase January 2007 - July 2011
Advanta Business Services January 2004 - January 2007
Skills
SDLC, Analysis, Compliance, Vendor Management, Distributed Team..., Team Management, Offshore Management, Resource Management, Project Management, Budgets, Business Analysis, Business Intelligence, Business Process, CRM, Architecture, Banking, Change Management, Integration, Leadership, Management, Process Improvement, Strategy, .NET, Analytics, Architectures, Business Process..., Call Centers, Credit, Credit Cards, Cross-functional Team..., Data Modeling, Data Warehousing, Disaster Recovery, Enterprise Architecture, Enterprise Software, Financial Risk, Financial Services, Financial Reporting, IT Management, Governance, IT Strategy, Risk Management, Program Management, Visio, Strategic Planning, Project Portfolio..., SharePoint, Software Development, Software Project..., Requirements Analysis
Education
La Salle University-MBA 1996 — 2000
MBA, Masters of Business Administration, Information Technology
Saint Joseph's University 1993 — 1996
Bachelor of Arts, Psychology
LiquidHub May 2010 - Present
Portico Systems June 2008 - May 2010
Merck March 1999 - June 2008
MERCK & CO., INC March 1999 - January 2008
IMI, Systems Inc November 1998 - March 1999
Advanta Business Services March 1996 - November 1998
Skills
Programming, Database Administration, Data Analysis
Education
Drexel University 1997 — 2000
Master of Science, Information Systems (MSIS)
Ithaca College 1989 — 1993
Bachelors of Arts; BA, English Literature
TRAC Intermodal June 2011 - Present
JPMORGAN CHASE CORPORATION 2009 - 2011
PHH Mortgage 2003 - 2008
PHH Mortgage 2001 - 2003
ADVANTA BUSINESS SERVICES, INC January 1998 - January 2001
Advanta Business Services January 1995 - January 1998
Skills
Forecasting, Budgets, Process Improvement, Analysis, Financial Modeling, Risk Management, Finance, Financial Analysis, Strategic Financial..., Strategic Planning, Leadership, Access
Education
Rutgers University – Camden
MBA, Finance
Boston University
BS, Mass Communications/Marketing
Capital Analytics, LLC March 2014 - Present
Camden County College December 2006 - December 2014
One2One Lending, LLC January 2003 - November 2014
Advanta Business Services 1985 - 1995
Girard Bank, First Pennsylvania Bank June 1974 - June 1985
Skills
Credit, Finance, Loans, Small Business, Entrepreneurship, Strategic Financial..., Leadership, Corporate Finance, Investments, Risk Management, Training, Program Management, Financial Analysis, Insurance, Strategic Planning, Management, Team Leadership, Financial Services, Business Planning
Education
Drexel University - LeBow College of Business 1974 — 1976
MBA, Finance
Lycoming College 1970 — 1974
TD Equipment Finance, Inc. November 2012 - Present
TD Equipment Finance, Inc. March 2011 - November 2012
Latitude Equipment Leasing LLC September 2007 - March 2011
Marlin Business Services Corp September 2004 - August 2007
Marlin Business Services Corp February 1998 - September 2004
Advanta Business Services June 1989 - February 1998
Skills
Sales, Communication, Lease Negotiations, Salesforce.com, Sales Presentations, Commercial Leasing, Vehicle Leasing, New Business Development
Education
Camden County College 1985 — 1988
Business Adm.
Paul VI High School
Summit Financial Advisors, LLC July 2009 - Present
Laurel Financial Consultants, LLC May 2004 - July 2009
Advanta Business Services February 2002 - April 2004
Skills
Retirement Planning, Estate Planning, Financial Planning, Public Speaking, Retirement, Investments, Long Term Care, IRA's
Education
University of Rochester 1967 — 1972
Master of Business Administration (MBA), Finance/Marketing, B+
SUNY at Buffalo 1962 — 1966
Bachelor of Science (BS), Electrical and Electronics Engineering, B
Talbots July 2013 - Present
Talbots July 2013 - Present
Michael J Witt Law Offices January 2010 - Present
Advanta Business Services 1988 - 1993
Skills
Merchandising, Customer Service, Strategic Planning, Time Management, Sales, Microsoft Excel
Education
Rider University 1975 — 1979
B.A., Liberal Arts, Concentration in Business
Wissahickon high school
Sonepar USA June 2015 - Present
Berkley Technology Services, LLC August 2007 - June 2015
Bristol-Myers Squibb March 2006 - August 2007
Liberty Personnel June 2005 - November 2005
CIGNA Healthcare October 2001 - June 2005
Kirchman Corporation May 1999 - October 2001
ImageSoft Technologies November 1997 - May 1999
Advanta Business Services January 1996 - November 1997
CSC February 1994 - January 1996
Vitro Corporation July 1986 - February 1994
Skills
WebSphere Application..., WebSphere MQ, WebSphere JMS, Weblogic, IBM HTTP Server, Web Servers, Tomcat, Web Architecture, BladeLogic, Solaris, AIX, Unix, Red Hat Linux, Windows, VMware, System Administration, Jython, Bourne Shell, Bash, Korn Shell, Unix Shell Scripting, Disaster Recovery, Troubleshooting, Middleware, DB2, Servers, Ksh, SQL
Education
Rowan University 1993 — 1995
N/A, Computer Science
Camden County College 1987 — 1993
AS, Computer Science
LegalShield January 2001 - Present
Advanta Business Services 1996 - 2002
W. Seitchik & Sons, Inc 1984 - 1995
Skills
Public Speaking, New Business Development, Employee Benefits, Small Business, Team Building, Coaching, Management, Human Resources, Networking, Strategic Planning, Insurance, Leadership, Entrepreneurship, Training, Marketing, Customer Service
Education
University of Phoenix
MBA, GLOBAL MANAGEMENT
La Salle University - School of Business Administration 1981 — 1987
BS, Accounting
Institute of Fraud Risk Management
Certified Identity Theft Risk Management Specialist (CITRMS)
Center for Literacy
Tutor Certification
Source 4 Teachers
New Jersey Substitute Teachers Certification
Weichert Real Estate School
New Jersey Real Estate License
Federal Reserve Bank of Philadelphia April 2012 - Present
Bait Al Mal Al Khaleeji "BMK" November 2009 - February 2011
Saudi Home Loans August 2008 - August 2009
Luminent Mortgage Capital April 2005 - June 2008
Radian Guaranty September 2002 - April 2005
Advanta Business Services November 1998 - September 2002
PNC Bank May 1998 - November 1998
Chubb Insurance October 1995 - August 1996
Skills
SAS, Matlab, Corporate Advisory, Fixed Income, Portfolio Management, Capital Markets, Structured Finance, Credit Risk, Investment Banking, Securitization, Risk Management, Financial Modeling, Credit, Financial Analysis, Banking, Due Diligence, Derivatives, Bloomberg, Asset Management, Budgeting, Cash Management, Financial Reporting, Trading
Education
ABA Stonier Graduate School of Banking 2014 — 2015
University of Pennsylvania 2014 — 2015
Leadership
Villanova University 2000 — 2002
MS, Statistics
University of Vermont 1996 — 1998
MBA, Finance, General
Harbin Institute of Technology 1987 — 1991
BS, Mechanical Engineering
South Jersey Paralegal Association 2011 - Present
Earp Cohn PC January 2009 - Present
Advanta Leasing 1997 - 2005
Advanta Business Services 1996 - 1997
Advanta Business Cards 1994 - 1996
Advanta Business Services 1990 - 1994
Advanta 1986 - 1990
Skills
Civil Litigation, Litigation Support, Legal Assistance, Litigation, Legal Research, Courts, Trials, Commercial Litigation, Corporate Law, Product Liability
Education
Gloucester County College 2006 — 2009
Certificate, Paralegal
Florida State University 1972 — 1976
James Madison High School 1970 — 1972
Navitas Lease Corp. May 2013 - Present
Ancero December 2010 - April 2013
Latitude Equipment Leasing, LLC August 2007 - December 2010
Marlin Business Services 1998 - 2007
Hay Group July 1997 - April 1998
HayGroup 1997 - 1998
Advanta Leasing 1994 - 1997
Advanta Business Cards 1994 - 1996
Advanta Business Services 1994 - 1996
Skills
Strategic Planning, Call Center, Disaster Recovery, Vendor Management, Team Leadership, Business Continuity, Project Management, New Business Development, Process Improvement, Executive Management, Account Management, Telecommunications
Education
The College of New Jersey 1984 — 1988
Marlin Leasing August 1998 - Present
Advanta Business Services August 1997 - August 1998
Dun & Bradstreet January 1995 - August 1997
Skills
Credit, Financial Analysis, Finance, Credit Analysis, Sales Management, Portfolio Management
Education
Pennsylvania State University 1990 — 1994
Marlin Leasing April 2001 - Present
Marlin Business Services Corp April 2001 - Present
Advanta Business Services 1994 - 2001
First Keystone Mortgage 1988 - 1994
Skills
Financial Analysis, Credit Analysis, Credit, Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit Risk, Due Diligence, Financial Risk, Financial Services, Finance, Funding, Portfolio Management, Loans, Relationship Management, Risk Management, Sales, Small Business Lending, Underwriting
Education
Camden County College 1985 — 1987
Business Administration
Bishop Eustace Prep 1980 — 1984
CR2 - Customer Risk and Recovery Advisors January 2005 - Present
West Chester University January 2011 - Present
Delaware Community College January 2009 - June 2009
PredictiveMetrics, Inc January 1999 - January 2004
Advanta Business Services January 1998 - January 1999
GE Capital January 1996 - August 1998
Dun & Bradstreet 1995 - 1997
Dun & Bradstreet 1991 - 1995
CitiCorp, North America Consumer Services January 1990 - January 1991
Queens College January 1990 - January 1991
Skills
Risk Management, Economics, Credit, Statistics, Financial Services, Analytics, Analysis, SAS, Portfolio Management, Financial Analysis, Data Analysis, Finance
Education
University of Arizona 1981 — 1987
PhD
California State University, Fresno 1975 — 1980
B.A
Bank of America January 2011 - Present
Bank of America January 2006 - December 2010
MBNA America March 1999 - January 2006
PNC National Bank January 1998 - March 1999
Advanta Business Services November 1997 - January 1998
The Bank of New York (Delaware) January 1996 - November 1997
The Bank of New York (Delaware) September 1994 - January 1996
The Bank of New York (Delaware) September 1993 - September 1994
The Bank of New York (Delaware) April 1993 - September 1993
The Bank of New York (Delaware) February 1991 - April 1993
Skills
Credit Cards, SAS programming, Private Pilot, Successful Business..., SDLC, SAS, Banking, Analytics, Risk Management, PMO, Requirements Analysis, Business Analysis, Software Project..., JCL, SQL, Project Portfolio..., Financial Services, Retail Banking, Process Improvement, DB2, PMP, Systems Analysis, Requirements Gathering, Integration, COBOL
Education
University of Delaware
BS, Computer Science/Mathematics
Source4Teachers March 2010 - April 2013
Collingswood School District April 2009 - April 2013
Wells Fargo Bank, N.A. August 2005 - February 2009
Genpass Technologies August 2004 - August 2005
First Union National Bank May 2000 - August 2004
Peirce College March 1999 - November 1999
CoreStates Bank, N.A. February 1997 - August 1998
Advanta Business Services August 1995 - February 1997
Skills
Social Media Marketing, Social Media, Integrated Marketing, Email Marketing, Public Relations, Online Advertising, Digital Marketing, Event Management, CRM, Leadership, Social Networking, Editing, Management, Customer Service, Sales, Public Speaking, Business Development, Coaching, Fundraising, Leadership Development, Small Business, Team Leadership, Staff Development, Team Building, Entrepreneurship, Teaching, Budgets, Time Management
Education
Temple University 1974 — 1980
Bachelor's degree, Public Health
Bishop Neumann High School 1970 — 1974
High School Diploma, Academic
Portfolio Audits January 2010 - Present
Witt Law September 2008 - Present
Wells Fargo & Co. May 2003 - September 2008
Advanta Business Services May 1988 - June 1997
Skills
Securities, Financial Services, Loans, Contract Negotiation, Portfolio Management, Finance, Banking, Mergers & Acquisitions, Strategic Planning, Due Diligence, Credit, Commercial Litigation, Management, Negotiation, Asset Management, Capital Markets, Corporate Law, Small Business
Education
Cornell University
Bachelor of Arts, Philosophy
Rutgers University School of Law - Camden
Juris Doctor, J.D.
Harbor Linen, LLC October 2010 - Present
Advanta Corporation March 2008 - December 2010
Advanta Corporation May 2003 - March 2008
Advanta Corporation 2002 - 2003
Advanta Business Services 2001 - 2002
Advanta Corporation January 2000 - January 2001
Advanta Corporation January 1998 - January 2000
PARAMOUNT INVESTORS CORPORATION January 1988 - January 1998
Skills
Software Documentation, Payroll, Budgets, Process Scheduler, Account Reconciliation, Accounting, Accounts Payable, Finance, Cross-functional Team..., Marketing, Accounts Receivable, Event Management, Vendor Management, Outlook, Process Improvement, New Business Development, Executive Support, Spreadsheets, Access, Management, Analytics, Invoicing, Cash Management, Employee Relations, PowerPoint, Teamwork, PeopleSoft, Team Management, Data Entry, Credit Cards, Risk Management, System Administration, Visio, Lotus Notes, Microsoft Office, Team Building, Microsoft Excel, Calendars, Due Diligence, Training, Travel Arrangements, Microsoft Word, Time Management, Customer Service, Leadership, Office Management, Event Planning, Executive Management, Customer Satisfaction
Education
Camden County Community College
Human Biology
Rutgers University – Camden
Biology
American Water 2006 - 2008
Bentley Systems 2005 - 2006
Popular Financial Holdings 2002 - 2005
GMAC Commercial Mortgage 2000 - 2002
Advanta Business Services 1999 - 2000
Skills
Tax, Finance, Income Tax, Accounting, Financial Reporting, Auditing, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Journal Entries, GAAP, Account Reconciliation, Financial Analysis, Fixed Assets, Financial Statements, Accruals, Corporate Tax, Sarbanes-Oxley, Tax Accounting, Tax Research, US GAAP, Cash Flow, Tax Preparation, Tax Returns, Sales Tax, Great Plains Software, Consolidation
Education
La Salle University
Bachelor of Applied Science (BASc), Accounting
LaSalle University
Bachelors of Science Degree, Accounting
Johnson & Johnson October 2012 - Present
Johnson & Johnson January 2009 - October 2012
Johnson & Johnson July 2008 - January 2009
Johnson & Johnson 2007 - 2007
AMINEF - Jakarta, Indonesia 2000 - 2004
Advanta Business Services 1994 - 1999
Skills
Talent Acquisition, Recruiting, Human Resources, HRIS, Talent Management, Process Improvement, Performance Management, Employee Relations, Onboarding, Change Management, Strategy, Program Management, Management, Personnel Management, Strategic Planning, Employee Engagement, Leadership, Succession Planning, Project Management, Deferred Compensation
Education
New Jersey Institute of Technology
West Chester University of Pennsylvania
BS
Marlin Leasing October 2001 - March 2009
Advanta Business Services January 1995 - January 2001
CNA Insurance January 1994 - January 1995
Education
Stockton University 1987 — 1992
BA, Business Admin/Marketing
Lennar December 2014 - Present
Stellar Logistics (FedEx Ground) September 2007 - Present
FedEx Ground September 2007 - November 2014
Merrill Lynch May 2013 - July 2014
US Bank January 2010 - May 2013
Alternative Investment Strategies Advisors June 2008 - May 2012
CIT Group July 2005 - September 2007
De Lage Landen Financial Services May 1999 - June 2005
Advanta Business Services April 1997 - May 1999
Skills
Sales Process, Negotiation, Product Development, Sales, Strategy, Investments, B2B, New Business Development, Training, Accounting, Budgets, Business Development, CRM, Customer Service, Start-ups, Relationship Management, Project Management, Management, Finance, Leadership, Portfolio Management, Financial Analysis
Education
Goldey-Beacom College 1991 — 1993
BS, International Business and Management
Canon Financial Services Inc 2011 - Present
CoActiv Capital Partners Inc January 2006 - April 2011
De Lage Landen 2003 - 2006
CitiCapital Office Technology Solutions 1999 - 2003
American Business Leasing 1997 - 1999
Advanta Business Services 1994 - 1997
Tokai Financial Services 1988 - 1993
Education
La Salle University 1982 — 1986
BA, Communications
Five Below September 2014 - Present
VWR September 2013 - September 2014
EMD Millipore August 2011 - September 2013
Sharp Services, Sr. Paralegal/Consultant March 2011 - August 2011
EMD Chemicals June 2005 - February 2011
SSA April 2003 - June 2005
FREY, PETRAKIS January 2000 - January 2003
ADVANTA BUSINESS SERVICES January 1996 - January 2000
CONSOLIDATED RAIL CORPORATION January 1994 - January 1996
RESOLUTION TRUST CORPORATION January 1990 - January 1994
Skills
Westlaw, Lexis, Legal Research, Document Review, Employment Law, Legal Writing, Contract Negotiation, Contract Management, Corporate Governance, Litigation Management, Mergers & Acquisitions, Courts, Management, Litigation Support, Licensing, Corporate Law, Intellectual Property, Copyright Law, Due Diligence, Litigation, Trademarks, Negotiation, Lotus Notes, Commercial Litigation, Legal Assistance, Patents, Bankruptcy, Pleadings, Policy
Education
Thomas Edison State College 2013 — 2016
Master's Degree, Liberal Arts and Sciences/Liberal Studies
Thomas Edison State College 2011 — 2013
BA, Liberal Arts and Sciences/Liberal Studies
AMERICAN INSTITUTE FOR PARALEGAL STUDIES CHESTNUT HILL COLLEGE
Paralegal Certificate