Ameritrust Company
Address: 3630 Peachtree Rd NE suite 1500, Atlanta, GA 30326 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–5PMHours might differTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (470) 205-2224: : : : : Place name: Website: Category: : Website: http://www.ameritrustresidential.com/ Category: Construction company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (4)
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Ameritrust Employees
Ameritrust March 1995 - Present
Owens Management Group January 1994 - Present
Showcase Baseball Academy January 1994 - Present
Citi January 1991 - February 1995
Citifinancial 1992 - 1995
Skills
Mortgage Lending, Strategic Financial..., Sales Management, New Business Development, Business Development, Team Building, Strategic Planning, Marketing, Risk Management, Account Management, Sales, Coaching
Education
University of North Carolina at Charlotte 1987 — 1989
BS, Economics
Palm Beach Community College 1984 — 1986
Associates, Business
Duke Energy Corporation May 2014 - Present
Granite Services (GE Power and Water) January 2011 - May 2014
CHEERSPORT September 2007 - January 2011
Ameritrust January 2007 - May 2007
Honda of Concord September 2005 - January 2007
Skills
Sales Operations, Project Management, Project Control, Event Management, Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Contract Negotiation, Marketing, Leadership, Team Building
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Quicken Loans March 2013 - Present
Quicken Loans March 2013 - Present
Accenture September 2009 - March 2013
Zenta September 2009 - January 2012
Ameritrust 2008 - 2009
SDI Funding January 2007 - October 2008
National Football League 1997 - 2002
Skills
Public Speaking, Business Development, New Business Development, Sales, Leadership Development, Microsoft Office, Microsoft Excel, Sports, Leadership, Process Improvement, Management Consulting, Customer Service, Team Building, Loss Mitigation, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Strategic Planning
Education
University of Phoenix-Charlotte Campus 2009 — 2011
Master's degree, Business Administration and Management, General
Furman University 1992 — 1997
BA, Health Sciences
ALCOVA Mortgage September 2014 - Present
Acopia Home Loans June 2012 - April 2014
Ameritrust March 2011 - June 2012
Richard Tocado Companies June 2009 - March 2011
Diane Realty January 2005 - June 2009
Rooms To Go April 1997 - January 2005
Skills
Sales, Mortgage Lending, FHA, USDA, Refinance, Loans, Home Equity Loans, Real Estate, Credit, Banking, Investment Properties, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Investments, FHA financing, Finance, Residential Homes, Insurance, Government Loans, Construction Loans, Certified Mortgage..., Credit Analysis, VA Loans
Education
UNC Charlotte 1983 — 1986
BA ENGLISH / MINOR IN PSYCHOLOGY, ENGLISH, PSYCHOLOGY
UNC Wilmington 1982 — 1984
Bachelor of Arts (B.A.), English with a minor in Psychology
Ameritrust August 2012 - Present
Reliance First Capital May 2011 - May 2012
Skills
Credit, Customer Service, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Real Estate, Residential Mortgages, Sales, Social Media, Analysis
Education
North Carolina Agricultural and Technical State University 2006 — 2009
History
Cleveland Clinic June 2012 - Present
Cleveland Clinic March 2001 - Present
Cleveland Clinic 2006 - 2011
Cleveland Clinic 2002 - 2006
KeyBank March 1980 - November 2000
Ameritrust April 1977 - December 1979
Skills
Investigation, Resolve patient..., Conflict Resolution, Escalation Resolution, Claims Resolution, Medical Records, HIPAA, Healthcare, Healthcare Information..., Reiki, Microsoft Office, ICD-9, Microsoft Word, CPT, IDX, Workers Compensation, Microsoft Excel, Medical Coding, Medical Terminology, Medical Billing
Education
Tri C Corporate Colleg 2003 — 2003
CMC, Medical Insurance Specialist/Medical Biller
Cuyahoga Community College
OnCall-LLC / Pfizer October 2012 - April 2013
Inventiv Health / Endo May 2008 - May 2009
Cytyc Corp. June 2003 - 2004
Eisai Inc. 2001 - 2003
GlaxoSmithKline 2000 - 2001
Eli Lilly and Company January 1999 - July 2000
Eli Lilly and Company 1996 - 1999
DeRoyal Industries 1993 - 1996
Comdoc Office Systems 1991 - 1993
Ameritrust 1989 - 1991
Skills
Sales Operations, Business Strategy, Selling, Product Launch, Product Development, Medical Sales, Account Management, Pharmaceutical Sales, Sales, Cardiology, Urology, Medical Devices, Pharmaceutics, Endocrinology
Education
Kent State University 1981 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
Bay High School 1976 — 1980
St. Raphael
Wells Fargo Home Mortgage June 2014 - Present
Wells Fargo Home Mortgage March 2010 - June 2014
Acopia Capital Group March 2009 - March 2010
EquiFirst March 2007 - March 2009
Ameritrust August 2003 - March 2007
Skills
Mortgage Banking, Credit, Credit Analysis, FHA, Loan Origination, Loans, Mortgage Lending, Mortgage Underwriting, Refinance, Residential Mortgages
Education
UNC Charlotte 2000 — 2003
Bachelor's Degree, History
Proficio Bank March 2013 - Present
Carolina Premier Bank January 2014 - February 2014
Wyndham Capital Mortgage 2012 - 2013
Wells Fargo Home Mortgage December 2011 - September 2012
Zenta December 2009 - December 2011
Ameritrust October 2008 - 2009
Ace Mortgage Funding August 2005 - October 2008
Skills
Fuent in Spanish as..., Mortgage Lending, Loans, FHA, Training, Finance, Underwriting, Analysis, Software Documentation, Marketing, Strategy, Program Management, Customer Service, October 2007 Loan..., CRM, Sales, Loss Mitigation, Sales, Management,..., Mortgage Banking, Credit, Loan Origination, VA Loans, Real Estate, Residential Mortgages, Refinance, Banking, First Time Home Buyers, Investment Properties, Credit Analysis, FHA Financing, Short Sales, USDA, Residential Homes, Mortgage Underwriting, Foreclosures, Referrals, REO, Investments, Real Estate Financing, Real Estate Transactions
Education
Miami Dade College 1983 — 1985
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Miami Sunset Sr High 1980 — 1983
Gen Education, Business Administration and Management, General
Direct Recruiters April 2008 - Present
Act 2 Productions 2004 - 2008
R H Blake 2002 - 2004
Ameritrust 1988 - 1990
Ameritrust 1986 - 1988
Skills
Automation, Recruiting, PLC, Packaging, Executive Search, Marketing, Technical Recruiting, Business Development, Management, Sales, Sales Management, Talent Acquisition, Consulting, Marketing Strategy, ERP, Team Leadership, Engineering, New Business Development, Account Management, Human Resources, Entrepreneurship, Customer Retention, Strategy, Process Improvement, Operations Management, Key Account Management, Sourcing, Medical Devices, Project Management, Solution Selling, Building Relationships, Engineers, Robotics, Material Handling, Leadership, Cold Calling, Talent Management, Direct Sales, Team Building, Competitive Analysis, Salesforce.com, Cross-functional Team..., Business Strategy, Market Research, Manufacturing, Sales Operations, Lead Generation
Education
Cleveland State University
Bachelor's Degree, Marketing
Solon High
Kingdom Warrior Protection Services June 2014 - Present
FCA Church March 2010 - Present
Cuyahoga County August 2008 - Present
Kingdom Warrior Protection LLC. October 2006 - Present
Auto - Bail Recovery Enforcement July 2006 - Present
Cuyahoga County January 2007 - August 2008
KeyBank September 2004 - March 2006
KeyBank October 2001 - September 2004
Society National Bank September 1999 - October 2001
Ameritrust January 1981 - September 1999
Skills
Training, Policy, Government, Nonprofits, Supervisory Skills, Criminal Justice, Community Outreach, Emergency Management, Security, Enforcement, Customer Service, Program Management, Leadership Development, Conflict Resolution, Program Development, Public Safety, Private Investigations, Team Building, Strategic Planning, Security Management, Microsoft Office, Management, Risk Management, PowerPoint, Executive Protection, Crisis Management, Law Enforcement, Public Speaking, Leadership, Protection
Education
Indiana Wesleyan University
Master of Arts (M.A.), Ministry leadership
DanCon Institute
OPOTA Certification, Firearms/Semi auto, Recertification
FEMA
Certification, IPAWS IS-00247.a
University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Organizational Security Mangement
National Incident Manangement Systems
Certification, FEMA ICS - IS-00100b
University of Phoenix
Associate of Arts (A.A.), Criminal Justice/Safety Studies
Brently Institution
Certification, Taser #0702347719141
The American Red Cross
Certification, CPR /First Aid/AED
Brentley Institute
OPOTA Certification, 12 Gauge Shot Gun
Cuyahoga Community College
OPOTA Certification, Private Security/private police
Yadkin Bank July 2006 - Present
Ameritrust December 2003 - June 2006
Ameriserve Food Distributors January 1996 - November 2003
Associated Food Brokers September 1990 - January 1996
Skills
Mortgage Lending, Residential Mortgages, FHA financing, First Time Home Buyers
Education
Appalachian State University 1968 — 1969
none
North Mecklenburg
Ameritrust February 2014 - December 2014
Project Hope Worldwide January 2013 - April 2013
Arubah Community Clinic December 2012 - April 2013
Back2School Mission 2012 - 2013
Burnt Cabin Camp 2008 - 2009
Skills
Microsoft Office, Organization, Customer Service, Motivation, Oral & Written..., People-oriented, Clerical Skills, Teamwork, Learning Quickly, Work Ethic, Leadership, Event Planning, Customer Satisfaction, Community Outreach, Time Management
Education
Oklahoma State University 2008 — 2012
Human Development and Family Science, Cumulative: 3.59, Major: 3.89
Michigan State University July 2014 - Present
Michigan State University June 2008 - June 2014
West Virginia University August 2007 - June 2008
Michigan State University 2003 - August 2007
Taylor Quilliam Marketing Communications September 1997 - September 2003
Carmody & Bloom 1997 - 2003
Equifax September 1996 - September 1997
CUNA February 1994 - September 1996
NYCE 1985 - February 1994
AmeriTrust 1982 - 1985
Skills
Advertising, Management, Integrated Marketing, Sales, Community Outreach, Data Analysis, Public Speaking, Non-profits, Research, Higher Education, Social Media, Editing, Teaching, Public Relations, Press Releases, Marketing Communications, Event Planning, Fundraising, Facebook, Grant Writing, SPSS, Qualitative Research, Social Networking, Time Management, Media Relations, Social Media Marketing, Newsletters, Direct Marketing, Event Management, Program Development
Education
Michigan State University 2003 — 2007
PhD, Mass Media
Case Western Reserve University - Weatherhead School of Management 1978 — 1982
MBA
Oberlin College 1970 — 1974
BA, sociology
RoundPoint Financial Group February 2014 - Present
Accenture March 2013 - October 2013
Accenture April 2011 - March 2013
Ameritrust December 2008 - March 2011
Oricon Funding June 2003 - August 2008
MoneyMax Financial Solutions, Inc. August 2001 - June 2003
Skills
FHA financing, Banking, Loan Servicing, Mortgage Banking, Finance, Analytical Skills, Corporate Communications, Credit Risk, Credit Analysis, Mortgage Underwriting, Employee Training, Quality Auditing, Loss Mitigation
Education
College of Charleston
Bachelor of Arts (BA), Business/Corporate Communications, Sociology
CJB Consulting March 2007 - Present
KeyBank March 2007 - March 2011
KeyBank February 1998 - August 2006
Ameritrust/Society NB/KeyBank March 1984 - February 1998
Ameritrust August 1980 - March 1984
Cleveland Trust March 1968 - August 1980
Skills
Diivision Manager, Private Banker, Credit Underwriter for..., Wealth Management, Private Banking, Credit Risk, Banking, Financial Services, Finance, Commercial Lending, Credit Analysis, Commercial Banking, Asset Management, Management
Education
Kenyon College 1958 — 1962
AB, English Literature
Ameritrust June 2011 - Present
Network Funding, LP June 2009 - June 2011
Network Funding LP 2009 - 2011
Education
UNC Charlotte 1982 — 1986
English/Psychology
Avon Oaks Country Club March 1990 - Present
Ameritrust March 1989 - March 1990
Skills
Golf, Event Management, Budgeting, Customer Service, Retail, Event Planning, Advertising, Coaching, Club, Golf Course Management, Golf Courses, Golf Instruction, Hospitality, Marketing, Merchandising, Sales, Social Media Marketing, Sponsorship, Sports, Sports Management, Sports Marketing, Tournaments, Budgets
Education
Ohio University 1983 — 1988
BBA, Marketing, Management
TransOhio Savings Bank Headquarters 1987 - 1997
Cardinal Federal Savings Bank 1982 - 1987
Ameritrust 1979 - 1983
Education
David N. Myers University 1984 — 1985
Business Management
Cuyahoga Community College 1983 — 1985
Business Management
Finance of America Mortgage LLC May 2014 - Present
Ameritrust 2011 - April 2014
Network Funding, LP 2009 - 2010
Allen Tate Realtors 2006 - 2010
RE/MAX Central 2002 - 2006
Skills
Mortgage Lending, NMLS, Loan Origination, FHA, USDA, Refinance, Residential Mortgages, First Time Home Buyers, Real Estate, Mortgage Banking, FHA financing, VA loans, Construction Loans, FHA Financing
Education
University of California, San Diego
Princeton Financial October 2012 - Present
Janney Montgomery Scott September 2011 - October 2012
Ameritrust August 2007 - September 2011
Skills
USDA, Loans, Mortgage Lending, Mortgage Banking, Government Loans, VA loans, FHA financing, FHA, Refinance, Loan Origination, Credit, Residential Mortgages, Construction Loans, Certified Mortgage..., Credit Analysis, Banking, Mortgage Underwriting, Commercial Mortgages, Non-Conforming, Underwriting, Home Equity Lines of..., VA Loans, FHA Financing
Education
Art Institute of Philadelphia 2003 — 2004
Fashion Design & Marketing
Center Area High School
Center Area High School
Modernizing Medicine January 2013 - Present
Weatherby Healthcare 2011 - January 2013
Ameritrust May 2010 - April 2011
Bayer HealthCare May 2008 - September 2008
Skills
Management, Marketing, Cold Calling, Sales, Recruiting, Account Management, Leadership, Sales Management, Team Building, Healthcare, Strategic Planning, Talent Acquisition, New Business Development, Staffing Services, Physicians, Social Networking, Business Development, Marketing Strategy, Training, Sales Operations, Sales Process, Lead Generation, EHR, Selling, Contract Negotiation, Networking, Building Relationships, CRM, Start-ups, Sales Presentations, Hospitals, EMR, Healthcare Management, Dermatology, Healthcare Consulting, Surgery, SaaS, HIPAA, Healthcare Information...
Education
Florida State University 2006 — 2010
Multinational Business Operations, Business
Involvement Florida State University 2006 — 2010
B.A, Multinational Business Operations
Liberation Programs, Inc. July 2015 - Present
Liberation Programs, Inc. January 2012 - July 2015
Community Health Center May 2011 - October 2011
Community Health Center August 2008 - August 2011
GREATER Bridgeport Adolescent June 2006 - August 2008
GREATER Bridgeport Adolescent June 2006 - April 2008
The American Red Cross July 2006 - June 2007
Ameritrust April 2005 - March 2006
Skills
Internet, Motivational..., Counseling, Case Management, Care Coordination, Event Planning, Organizing Meetings, Meeting Deadlines, Recruitment/Retention, Crisis Intervention, Administrative Support, Research Support, Program Assisting, Microsoft Office, Adolescent Issues, Teenagers, HIV/AIDS, Youth Development, Group Facilitiation, Community Outreach, Community Health, Presentation Preparation, Data Entry, Data Collection, Writing, PowerPoint, Presenter, Public Speaking, Community Involvement, Social Services, Adolescents, Health, Research, Prevention, Healthcare, Non-profits, Program Development, Volunteer Management, Public Health, Mental Health, Strategic Planning, Case Managment, Grant Writing, Therapists, Psychotherapy, Nonprofits, Coaching, Community Development, Healthcare Management, Biopsychosocial...
Education
New York University 2011 — 2012
MSW, Social Work
The University of Connecticut 2000 — 2004
BA, Health Education (Individualized)
Ohio Catholic Federal Credit Union July 2013 - Present
Huntington National Bank March 2006 - July 2013
Unizan May 2002 - May 2006
United National Bank and Trust Co May 1992 - May 2002
Ameritrust January 1987 - May 1992
Bank One, Akron January 1982 - December 1986
Skills
Loans, Underwriting, Mortgage Lending, Commercial Real Estate, Asset, Small Business, Policy, Commercial Lending, Treasury Management, Credit Analysis, Credit, Portfolio Management, Banking, Commercial Banking, Asset Managment, Cash Management, Risk Management, Credit Risk, Financial Analysis, Financial Risk, Small Business Lending, Consumer Lending, Lines Of Credit, Loan Origination, Asset Based Lending, Commercial Mortgages, Retail Banking, Mortgage Banking, Finance, Financial Structuring, Management, SBA
Education
Franciscan University of Steubenville 1976 — 1980
B.S., Accounting & Finance
Catholic Central 1972 — 1976
HMS National January 2013 - Present
First American Home Buyer's Protection Corporation May 2011 - January 2013
New American Mortgage February 2011 - June 2011
RMCi Financial October 2010 - February 2011
Ameritrust June 2010 - October 2010
Wells Fargo Home Mortgage November 2008 - July 2010
New South Federal Savings Bank August 2008 - October 2008
CTX Mortgage June 2007 - August 2008
HomeBanc Mortgage May 2004 - June 2007
Wachovia Bank January 2000 - June 2003
Skills
Mortgage Banking, REO, Construction Loans, Human Resources, Renovation, Mortgage Lending, FHA, USDA, Refinance, First Time Home Buyers, Loan Origination, Loans, VA loans, Residential Mortgages, FHA financing, Reverse Mortgages, Investment Properties, Government Loans, Team Building, Leadership, Real Estate Transactions, Selling, Underwriting, Credit, Sales, Sellers
Education
Queens University of Charlotte 1998 — 2000
Corporate Communications
The University of Texas at Arlington - College of Business
business
Boy Scouts of America National Distribution Center June 2014 - Present
Ameritrust March 2013 - September 2013
Fifth Third Bank December 2011 - June 2012
Bank of America Home Loans August 2009 - April 2011
KeyBank 2004 - May 2008
KeyBank 1998 - 2004
Nations Credit 1996 - 1998
Transouth 1994 - 1996
Skills
P&L Accountability, Banking, Consumer Lending, Risk Management, Residential Mortgages, FHA, Leadership, Finance, Training, CRM, Change Management, Sales, Coaching, Customer Service, Management, Credit, Strategic Planning, Team Building
Education
University of North Carolina at Asheville 1988 — 1992
Business
Federal Reserve Bank of Cleveland July 2012 - Present
Concurrent Computer Corporation March 2010 - July 2012
FIT Technologies 2008 - March 2010
Oce Reprographics Technologies July 1999 - December 2007
Océ Technologies BV 1999 - 2007
KeyCorp 1994 - 1999
Society Bank 1991 - 1994
Ameritrust 1986 - 1991
Skills
Java, C#, ASP.NET, ASP, SQL, DHTML, AJAX, VB.NET, Visual Basic, Oracle, PostgreSQL, XML, Microsoft SQL Server, WCF, Agile Methodologies, Tomcat, Architecture, Java Enterprise Edition, Design Patterns, Linux, Web Services, Testing, Eclipse, Databases, JavaScript, .NET, ASP.NET MVC, PL/SQL, SharePoint, Visual Studio, J2EE Application..., WPF, Hibernate, Software Development, Weblogic, CSS, Big Data, IIS, Unix
Education
Cleveland State University 1982 — 1987
Bachelor of Science (BS), Computer Science
KeyBank December 2012 - Present
Key Bank July 2004 - December 2012
Key Bank 1997 - 2004
Ameritrust 1983 - 1996
Skills
Banking, Workday, Callidus, Management, Process Improvement, Leadership, Business Analysis, Vendor Management, Project Management, Call Centers, Customer Service, Sales, Risk Management, Enterprise Software, Incentive Programs, Relationship Management, Retail Banking, Credit, System Administration, Financial Analysis, Training, Recruiting, Analysis
Education
Cleveland State University 1983 — 1986
MBA - not complete
John Carroll University 1978 — 1982
Bachelor of Arts (BA), Organizational Communication, General, mathematics minor
Erieview Catholic High School
Peoples Bank September 2009 - Present
FirstMerit Bank September 1994 - August 2009
Ohio Savings Bank 1990 - 1994
Glenfed Financial 1986 - 1990
Ameritrust 1982 - 1986
B F Goodrich 1976 - 1982
Skills
Commercial Banking, Commercial Lending, Banking, Credit Analysis, Real Estate, Consumer Lending, Small Business Lending, Credit, Finance, Mortgage Lending, Portfolio Management, Underwriting, Loans, Asset Based Lending, Financial Analysis, Credit Risk, Investments, Budgets
Education
Weatherhead School of Management at Case Western Reserve University 1978 — 1980
MBA, Finance
The University of Akron 1972 — 1976
BSBA, Finance
RoundPoint Financial Group 2013 - February 2014
Wells Fargo Home Mortgage November 2010 - January 2013
H & R Block January 2010 - April 2012
H & R Block November 2008 - January 2010
H & R Block November 2008 - January 2010
Allen Tate Mortgage October 2007 - August 2008
DHI Mortgage March 2005 - July 2007
Ameritrust 2004 - 2005
Wells Fargo Home Mortgage 2004 - 2005
Skills
Accounting, QuickBooks, Tax Preparation, Tax, Customer Service, Finance, Loans, Management, Mortgage Lending, Process Improvement, Small Business, Time Management, Training, Financial Analysis, Sales, Mortgage Banking, Credit, Loan Origination
Education
Montreat College 2003 — 2007
Bachelors Degree, Business Administration
Daniel High School
Keller Williams Realty, Greaer Cleveland Southwest, The Bruce Trammell Group 1987 - Present
Keller Williams Greater Cleveland Southwest 2009 - 2010
Ameritrust 1985 - 1987
GC Services 1982 - 1985
Skills
Sales, Residential Homes, Loans, e-PRO, Buyer Representation, Short Sales, Real Estate, Selling, First Time Home Buyers, Investment Properties, New Homes, Single Family Homes, Condos, HUD, REO, Investors, SFR, New Home Sales, Commercial Real Estate, Foreclosures, Sellers, Move Up Buyers, Listings, Relocation, FHA, Referrals
Education
Cuyahoga Community College 1980 — 1982
general course of study, real estate
REMN Wholesale August 2015 - Present
B2R Finance December 2014 - July 2015
Cardinal Financial, LP November 2013 - November 2014
Ameritrust July 2013 - November 2013
TNC Business Technologies September 2012 - July 2013
Hendrix Business Systems May 2012 - August 2012
Sharp Business Systems April 2009 - May 2012
EquiFirst January 2000 - April 2009
Skills
Sales, Leadership, Cold Calling, Sales Management, Account Management, Customer Service, Management, Selling, Sales Operations, Team Building, Salesforce.com, Strategic Planning, Sales Process, Major Accounts, New Business Development, Negotiation, B2B, Direct Sales, Marketing, Process Improvement, Customer Satisfaction, Sales Presentations, Outlook, PowerPoint, Forecasting, Lead Generation, CRM, Team Leadership, P&L Management, Business Development, Contract Negotiation, Microsoft Office, Coaching, Marketing Strategy, Hiring, Training, Problem Solving, Budgets, Customer Retention, Qualifying Prospects, Customer Relations, Consultative Selling, Excel, Word, Budgeting, Product Development, Microsoft Excel, Recruiting, Mentoring, Public Speaking
Education
UNC Charlotte
B.A., Psychology
Davidson College 1988 — 1991
Psychology
East Davidson High School 1984 — 1988
Movement Mortgage, LLC October 2014 - Present
Accenture August 2013 - August 2014
Accenture July 2012 - July 2013
Accenture July 2011 - June 2012
Ameritrust May 2007 - June 2011
Fidelity Mortgage July 2004 - September 2007
Skills
Customer Service, Leadership, Account Management, Strategic Planning, Mortgage Banking, Banking, Management, Refinance, Investment Properties, Residential Mortgages, Loan Origination, Sales, Real Estate, Credit, Microsoft Office, FHA, Sales Management, Team Building, Microsoft Excel, Operational Excellence, DOS
Education
Radford University 1995 — 2000
BS, Advertising
Sunnyside Chevrolet November 2013 - Present
Ganley Westside Imports April 2012 - June 2013
D&B - Dun & Bradstreet November 2010 - December 2011
TransUnion January 1996 - July 2009
Chemical Bank 1994 - 1996
Fourth Financial 1991 - 1993
Ameritrust 1985 - 1990
Leaseway Transportation 1984 - 1985
Skills
Consultative Selling, Account Management, Solution Selling, Salesforce.com, Customer Acquisition, Direct Marketing, Strategic Planning, Market Research, Marketing Strategy, Key Account Management, Client Relationship..., Marketing Research, B2B, Analytics, Business Strategy, Database Marketing, Public Speaking, CRM, Marketing, Sales Management, Advertising, Selling, New Business Development, Project Management, Business Intelligence, Sales Operations, Strategy, Product Management, SaaS, Management, Sales, Customer Retention, Enterprise Software
Education
Weatherhead School of Management at Case Western Reserve University 1982 — 1984
M.B.A.
Cleveland State University 1979 — 1982
B.A.
Lakewood High School
Security 1 Lending October 2014 - Present
FIRST CHOICE LOAN SERVICES INC. January 2014 - October 2014
Envoy Mortgage April 2013 - January 2014
Residential Finance Corporation October 2011 - April 2013
RoundPoint Mortgage September 2009 - October 2011
Community First Bank January 2008 - August 2009
Ameritrust 2007 - 2008
Fidelity Mortgage December 1999 - December 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Team Building, Refinance, FHA, Customer Service, New Business Development, Sales, Management, Underwriting, USDA, Loans, Construction Loans, Credit Analysis, Loan Origination, Residential Mortgages, FHA financing, Mortgage Underwriting, VA loans, Investment Properties, Loss Mitigation
Education
George Mason University 1986 — 1992
Bachelor of Arts, History Major/English Minor
Double Positive Marketing Group March 2015 - Present
OSG Billing Services January 2011 - Present
Deluxe Corporation March 2007 - Present
Metviner Advisors January 2010 - December 2010
Pitney Bowes July 2007 - December 2009
Pitney Bowes July 2000 - July 2007
Cendant September 1995 - July 2000
NatWest Bank January 1983 - August 1995
Columbia University March 1981 - June 1983
Ameritrust 1980 - 1981
Skills
Strategy, Direct Marketing, Team Building, B2B, Leadership, Strategic Planning, Business Strategy, Strategic Partnerships, Management, Segmentation, Call Centers, Product Management, Cross-functional Team..., Marketing, Consulting, Finance, Territory Management, Customer Acquisition, Product Development, Mergers & Acquisitions, Process Improvement, Multi-channel Marketing, CRM, Financial Services, E-commerce, Account Management
Education
Weatherhead School of Management at Case Western Reserve University 1978 — 1980
MBA, Business
Case Western Reserve University 1974 — 1978
BA, English
Aetna January 2012 - Present
University of Akron June 2011 - January 2012
Training@Work, LLC October 2010 - January 2012
Lakeland Community College September 2011 - December 2011
Towers Watson March 1989 - October 2010
Society National Bank January 1988 - February 1989
Ameritrust June 1986 - February 1988
Skills
Meeting facilitation, Strategic planning, Professional development, Leadership development, Team Leadership, Public speaking, Instructional design, Process improvement, Sales coaching, Professional Services, Public Speaking, Staff Development, Business Coaching, Strategic Planning, Training, Process Improvement, New Business Development, Leadership, Leadership Development, Workshop Facilitation, Employee Benefits, Management, Human Resources, Consulting, Strategy, Insurance, Health Insurance
Education
Harvard Business School 1996 — 1996
Executive Leadership Program
Kent State University 1982 — 1986
BBA, Finance
Hoover High School 1979 — 1982
Christ the King Catholic High School, Huntersville NC 2013 - Present
Supreme Lending May 2013 - January 2014
Ameritrust 2012 - 2013
Sharonview FCU 2011 - 2012
First Legacy Community Credit Union December 2010 - August 2011
Premier Federal Credit Union February 2006 - June 2010
Wal-Mart Distribution June 2004 - June 2005
Skills
Business Development, Talent Management, Labor Relations, Facilities Management, Managerial Finance, Public Speaking, Retail Banking, Credit, Consumer Lending, Banking, Loans, Leadership
Education
North Carolina Agricultural and Technical State University 1995 — 1999
BA, Communications, English Minor
Central Piedmont Community College 2010 — 2010
Certificate, Human Resources Management
Access.1 Communications Corp August 2010 - Present
Oberlin College Board of Trustees 2010 - Present
Access.1 Communications Corp 1999 - August 2010
Brenner Securities 1992 - 1998
CMA, Inc 1987 - 1992
AmeriTrust November 1982 - March 1987
Continental Illinois National Bank and Trust Company February 1981 - September 1982
Education
Oberlin College 1977 — 1981
BS
Wurth Revcar Fasteners, Inc. July 2011 - Present
City of Roanoke, VA September 2010 - August 2011
CBIZ October 2009 - September 2010
Ameritrust October 2002 - September 2009
Corning Incorporated April 2000 - January 2002
Harris Teeter/Ruddick Corporation April 1994 - April 2000
Skills
Employee Benefits, Human Resources, Benefits Administration, HRIS, Employee Relations, Performance Management, Onboarding, Strategic Planning, Team Building, Payroll, Deferred Compensation, Change Management, Customer Service, New Hire Orientations, Talent Acquisition, Process Improvement, Training, Recruiting, Talent Management, Leadership, Personnel Management, Management, Hiring, Policy
Education
Liberty University 2011 — 2013
MBA, Human Resources
UNCC 1990 — 2010
BS - Business Administration, Finance
Patrick Henry Community College
AAS, Business
Riverside Media, Inc. 1993 - Present
IBM July 1981 - June 1993
Ameritrust June 1978 - June 1981
Skills
Photography, Event Management, Documentaries, Video, Trials, Strategic Planning, Marketing, Fundraising, Digital Media, Social Networking, Litigation, Litigation Support, Video Production, Publishing, Public Speaking, Management, Budgets, Multimedia, Event Planning, Nonprofits, Leadership Development, Commercials, Social Media, Strategy, Team Building, Social Media Marketing, Business Development, New Business Development, Public Relations, Marketing Strategy, Entrepreneurship, Animation, Contract Negotiation, Program Management, Depositions, Leadership, Business Strategy, Sales Management, Editing, Customer Service, Advertising
Education
Morehouse College 1974 — 1978
BA, Economics
University of St. Thomas (TX) 1973 — 1974
Economics
Strake Jesuit College Preparatory 1970 — 1974
(High School)
Wells Fargo March 2013 - Present
NEOSIM - Northeast Ohio Society for Information Management June 2007 - Present
Lawrence School June 2003 - Present
Independent Consultant June 2012 - February 2013
KeyBank October 1989 - March 2012
Ameritrust October 1986 - October 1989
Skills
Security, Vendor Management, Budgeting, Strategic Planning, IT Strategy, Disaster Recovery, IT Management, IT Governance, Problem Solving, Business Analysis, Microsoft Office, Governance, Banking, Executive Management, Administration, Team Leadership, Identity Management, Process Improvement, Project Management, PCI DSS, Information Security, Strategy, Risk Management, Penetration Testing, Leadership, Business Continuity, Enterprise Architecture, Financial Risk, Information Technology, Management, Software Development, Project Portfolio..., Compliance, ITIL, IT Audit, System Administration, Program Management, Project Planning, Team Building, Information Security..., Change Management, Incident Management, Business Intelligence, Risk Assessment, Privacy Law, Computer Security, Coaching, Physical Security, Integration, SDLC
Education
Wharton School, University of Pennsylvania 2005 — 2005
Implementing Stratgey, Executive Leadership
Case Western Reserve University - Weatherhead School of Management 2002 — 2002
Executive Leadership Program, Business Administration and Management, General
Cleveland State University 1982 — 1986
Bachelor of Science (BS), Computer and Information Sciences, General
Healthx June 2013 - Present
Healthx January 2010 - June 2013
Healthx December 2007 - December 2011
Principal Financial Group 2004 - 2007
J.F. Molloy & Associates (TPA) June 1994 - December 2003
Golden Rule Insurance March 1992 - April 1993
AmeriTrust 1974 - 1991
Skills
Health Insurance, Employee Benefits, Healthcare, Account Management, Insurance, Recruiting, Sales Process, Managed Care, Human Resources, Leadership, Process Improvement, Benefits Administration, Strategic Planning, Vendor Management, Team Building, Sales, Executive Management, Strategy, Management, Business Development, Salesforce.com, New Business Development, Selling, Strategic Partnerships, Customer Service, Start-ups, Product Development, SaaS, Contract Negotiation, CRM, Sales Management, Customer Satisfaction, Solution Selling, Business Analysis, Program Management, Business Planning, Cross-functional Team..., Product Management, Call Centers, Operations Management, Enterprise Software, Training
Education
Baldwin Wallace University 1972 — 1976
B.A., Business Management and Spanish
Global Knowledge Training January 2014 - Present
American Equity Mortgage December 2008 - October 2013
Ace Mortgage Funding March 2007 - October 2008
Ameritrust March 2004 - March 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Management, Loans, Loan Origination, Training, VA loans, Sales, USDA, Customer Service, Leadership, Selling, Coaching, Real Estate, Finance, Credit, Government Loans, B2B, Credit Analysis, Branch Management, Debt Consolidation, FHA financing, Banking, Cold Calling, Loan Servicing, Mortgage Servicing, Sales Management, Lines Of Credit, Information Technology, Microsoft Technologies, Cisco Technologies, IBM Tivoli, VMware, Cold Calling Experience, Relationship Management, Account Management, Communication, Team Building, Team Leadership, Residential Mortgages, Investment Properties, Strategic Planning, Sales Process, Networking
Education
Methodist College 1993 — 1998
B.S., Accounting; Business Admin
Leadership Course
Project management, Leadership, and Communication
Westover
Duke Energy Corporation May 2015 - Present
Movement Mortgage, LLC July 2014 - May 2015
CEDEI - Centro de Estudios Interamericanos July 2011 - June 2014
Ameritrust July 2008 - September 2009
Ameritrust December 2005 - June 2008
Skills
Electrical Engineering, Customer Service, Project Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, AutoCAD, Mortgage Lending, Refinance, Sales Management, Sales, Finance, Proteus, Financial Analysis, Matlab, NI Multisim, JavaScript, Fortran, Project Engineering, LabVIEW, ISIS Draw, Mortgage Industry, CYME, SCADA, Spanish, Spanish Translation
Education
University of North Carolina at Charlotte 2014 — 2017
BSEE, Electrical and Electronics Engineering
Universidad del Azuay 2011 — 2014
BSCE, Computer Engineering
Sun Valley High School 1999 — 2003
Highschool Diploma, General Studies
CleggPOP August 2013 - Present
CleggPromo October 2007 - August 2013
Ameritrust 1984 - 1991
Skills
Logo Design, Advertising, Corporate Gifts, Trade Shows, Account Management, B2B, Sales, New Business Development, Marketing Strategy, Packaging, Social Media Marketing, Direct Marketing, Leadership, Marketing, Lead Generation, Video, Sales Presentations, Retail, Direct Mail, Selling, Sales Management, Brand Development, Marketing Communications, Email Marketing, Integrated Marketing, Customer Service, Direct Sales
Education
Albion College 1979 — 1983
Chagrin Falls High School 1976 — 1979
Quicken Loans August 2014 - Present
Ameritrust March 2012 - July 2014
Zenta September 2009 - September 2010
Ameritrust December 2001 - August 2009
The Money Centre 1996 - 2000
Skills
Mortgage Lending, Loan Origination, USDA, Mortgage Banking, Refinance, FHA, Loans, Residential Mortgages, Government Loans, Mortgage Underwriting, FHA financing, Credit, VA loans, Underwriting
Education
State University of New York College at Brockport 1995 — 1996
Central Piedmont Community College
Regions Financial Corporation November 2014 - Present
BBVA Compass (all positions listed are with the same executive) May 2007 - Present
BBVA Compass June 2011 - May 2013
BBVA Compass June 2009 - June 2011
BBVA Compass May 2007 - June 2009
Greyhound Lines, Inc. August 2004 - January 2007
The Richards Group June 1999 - June 2004
Transwestern May 1991 - November 1997
Ameritrust 1988 - 1990
Skills
MS Office Suite, Computer Graphics, English grammar, Microsoft Office, Event Planning, Mortgage Lending, Management, Banking, Time Management, Marketing, Project Management, Process Scheduler, Administrative..., Spreadsheets, Access, Outlook, Office Management, Administrative..., Retail Banking, Credit, Customer Service
Education
Penn Valley Metropolitan Community College
Associates of Arts, English, Honors
Richland Community College
AAS, Landscape Design & Horticulture
Texas School of Trust Banking
Certificate, Trust Banking
University of Missouri-Columbia
Denco Energy Management - EASI Affiliate January 2010 - Present
Ameritrust January 2000 - June 2010
Denco Industries October 1987 - September 1999
Skills
electric efficiency..., energy efficiency, Facilities Management, Electric efficiency..., Project finance, Utitlity Incentives For..., Facility Management, Management, Commercial Mortgages, Investments, Investment Properties, Commercial Real Estate, Finance, Small Business, Credit, Banking, Energy Efficiency, Business Development, Contract Negotiation, Energy, Energy Management, Negotiation, Strategic Planning
Education
Clemson University 1977 — 1981
BS
Chaminade HS 1973 — 1977
St Joesph School 1965 — 1973
Wells Fargo November 2013 - Present
Wells Fargo Home Mortgage February 2011 - November 2013
Wells Fargo Home Mortgage December 2009 - February 2011
Allied Home Mortgage Capital Corporation December 2008 - November 2009
Ace Mortgage Funding October 2006 - October 2008
Ameritrust December 2005 - October 2006
Keffer Hyundai January 2004 - December 2005
Skills
FHA, Refinance, Mortgage Lending, Loans, Underwriting, Foreclosures, Mortgage Banking, Loan Origination, Credit, USDA, Residential Mortgages, Banking, Credit Analysis, First Time Home Buyers, VA loans
Education
State University of New York at Stony Brook 1995 — 1996
N/A, General Studies
Self June 2001 - Present
C L R April 2001 - Present
Atrium May 1995 - August 2001
Ameritrust April 1991 - October 1993
Internal Revenue Service September 1979 - January 1991
United States Air Force April 1969 - September 1979
Skills
Photoshop, Photography, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Quicken
Education
Southwest Texas State University 1979 — 1982
Geography and Cartography
Community College of the Air Force 1969 — 1979
None, Accounting & Law, 3.8
Wells Fargo Securities September 2014 - Present
Ameritrust January 2014 - September 2014
R & A Services November 2012 - December 2013
Kelly Enterprises LLC 2011 - 2012
SLS Investments 2007 - 2011
Skills
Project Planning, Project Management, Microsoft Office, Finance, Management, Business Management, Negotiation, Internet Resources, Organization, Communication, Accounting, Business Networking, Economics, Creative Problem Solving, Term Life Insurance, Permanent Life Insurance, Marketing, CRM databases, Sales, Strategy, Leadership
Education
North Carolina State University 2008 — 2013
Bachelor of Science (BS), Business Management
North Carolina State University 2008 — 2013
Minor, Biology/Biological Sciences
North Carolina State University
Minor, Economics
North Carolina State University
Minor, Health
Fleetmatics April 2015 - Present
Smoothwall, Inc. October 2014 - February 2015
Smoothwall, Inc. August 2014 - February 2015
Cloudbilt January 2014 - April 2014
Cloudbilt September 2012 - January 2014
Prudential Financial August 2008 - September 2012
Senderra Funding November 2005 - March 2008
Ameritrust May 2003 - October 2005
NewSouth Communications November 2002 - May 2003
WorldCom May 2002 - July 2002
Skills
Cloud Applications, Cloud Computing, Cloud Security, Cloud Marketing, Software Development, Acting, Singing, Strategic Financial..., Salesforce.com, Financial Advisory, Sales, Business Strategy, Networking, SaaS, Sales Management, Social Networking, Entrepreneurship, Insurance, Telecommunications, Program Management, Small Business, Team Leadership, Account Management, Strategic Planning, Finance, Leadership, New Business Development, CRM, Marketing, Sales Process, Vendor Management, Cross-functional Team..., Business Development, Management, Team Building, Professional Services, Analysis, Selling, Lead Generation, Analytics, Business Intelligence, Strategic Partnerships, Solution Selling, Cold Calling, Start-ups, Enterprise Software, Strategy, Direct Sales, Project Management, Business Analysis
Education
American Academy of Dramatic Arts 1994 — 1996
Associate of Arts (A.A.), Acting
Coker College 1983 — 1987
Bachelor of Science (BS), Marketing
Century 21 Commonwealth April 2015 - Present
Benoit Mizner Simon & Co. Real Estate March 2012 - March 2015
William Raveis Real Estate December 2010 - January 2011
Century 21 Commonwealth September 2001 - August 2010
BayBank January 1993 - October 1995
Recoll July 1991 - December 1992
Ameritrust January 1987 - June 1991
Emmco Associates January 1985 - December 1986
Skills
Real Estate, Sellers, Buyer Representation, Investment Properties, Relocation, Loans, Marketing Communications, First Time Home Buyers, Condos, Real Estate Transactions, Referrals, New Home Sales, Short Sales, Listings, Single Family Homes, Residential Homes, New Homes, Selling, Buyers
Education
Kent State University 1982 — 1986
Bachelor of Business Administration, Finance
Kent State University, Howland High School 1982 — 1986
Bachelor of Science, Finance
Rule6 Consulting February 2014 - Present
Pfizer Pharmaceuticals March 2001 - February 2014
BFGoodrich Specialty Chemicals November 1990 - March 2001
Ameritrust November 1986 - November 1990
Exxon 1980 - 1986
Skills
Talent Management, Organizational..., Succession Planning, Workforce Planning, Employee Engagement, Organizational Design, Change Management, Performance Management, Leadership Development, Organizational..., 360 Feedback, Executive Coaching, Culture Change, HR Transformation, Management Development, Human Resources, Training, Strategic Planning, Employee Relations, Leadership, Deferred Compensation
Education
Bowling Green State University 1980 — 1981
MA
Bowling Green State University 1975 — 1980
BA
Brazwells Premium Pub Ballantyne April 2015 - Present
Charlotte NC August 2011 - Present
Advance 2000 August 2010 - January 2012
Cash Cycle Solutions, Inc. March 2009 - August 2010
Allied Home Mortgage October 2007 - January 2009
Ameritrust January 2003 - 2007
Skills
Management, Strategy, Business Development, New Business Development, Sales, Business Continuity, Solution Selling, Direct Sales, Selling, Sales Management, Leadership, Sales Operations, Strategic Planning, Food & Beverage, Food Service, Beverage Industry, Account Management, Alcoholic Beverages, Sales Process, Beverage Development, Food Industry, CRM, Salesforce.com, Customer Service, Training
Education
University of North Carolina at Charlotte 1987 — 1991
BA, Human Services
East Coast Mortgage Lending April 2012 - February 2014
Ameritrust November 2011 - April 2012
East End Martini and Oyster Bar October 2008 - May 2011
Omni Supply June 2005 - August 2006
Skills
Mortgage Lending, Sales, Loan Origination, FHA, Mortgage Banking, Financial Analysis, USDA, Microsoft Office, Investment Properties, Negotiation, Financial Modeling, Microsoft Excel, First Time Home Buyers, PowerPoint, Public Speaking, Marketing, Customer Service, Corporate Finance, Microsoft Word, Strategic Planning, Credit, New Business Development, Real Estate, Contract Negotiation, Loans, Account Management
Education
University of North Carolina at Charlotte 2014 — 2015
Bachelor's Degree, Computer Science
University of North Carolina at Chapel Hill 2007 — 2011
BA, Economics, Political Science
UBS Financial Services Inc. July 1999 - Present
UBS FINANCIAL SERVICES, INC July 1999 - Present
Comerica Bank August 1996 - July 1999
National City Bank January 1994 - January 1996
National City Private Client Group 1986 - 1996
National City Bank September 1986 - December 1993
Ameritrust 1984 - 1986
Ameritrust 1982 - 1984
Skills
Wealth Management, Strategic Financial..., Estate Planning
Education
Investment Management Consultants Association 2006 — 2008
CPWA(SM), Chartered Private Wealth Advisor (SM)
Weatherhead School of Management at Case Western Reserve University 1980 — 1985
Master of Business Administration, Finance
Case Western Reserve University School of Law 1981 — 1984
Juris Doctor, Corporate Law and Taxation
American Bankers Association
Certificate, National Trust School
Case Western Reserve University 1979 — 1980
Bachelor of Arts, Psychology / English
Marian University 1975 — 1978
Music / Art
College of Financial Planning
CFP (R), Certified Financial Planner (R)
Savory Foods Inc. November 1999 - Present
Mary Kay Inc. February 1993 - October 1999
Ameritrust April 1987 - February 1990
Skills
Fundraisers, Fundraising, Leadership, Business Development, Sales, New Business Development, Product Development, Event Planning, Marketing
Education
Indiana University Bloomington
Kelly School of Business, Marketing
Indiana University Bloomington
Bachelor of Science (B.S.), Marketing
Home Point Financial July 2015 - Present
PMAC Lending Services Inc. November 2013 - 2015
Ameritrust November 2012 - November 2013
Skills
Residential Mortgages, Marketing, Banking, FHA, Refinance, Investment Properties, Mortgage Lending, Mortgage Banking
Education
Clemson University - College of Business and Behavioral Science
Bachelor of Science (B.S.), Marketing
Self employed September 2011 - Present
Akron Summit County Public Library 1977 - Present
A. E. Ehrke & company September 1973 - August 1976
Various schools September 1972 - September 1973
Cleveland State University - Library September 1969 - August 1972
Ameritrust June 1969 - September 1969
Ingersoll-Rand June 1968 - September 1968
Skills
Spiritual Direction, Library, Bereavement support, Grief Counseling, Library Science, Library Instruction, Collection Development, Virtual Reference, Information Literacy, Public Libraries, Library Reference, Electronic Resources, Library Management, Reader's Advisory, Libraries, Public Speaking, Interlibrary Loan, Community Outreach, Library Research, Teaching, Cataloging, Research, Customer Service, Microsoft Office, Editing, Social Media, Program Development, Digital Libraries, Blogging, Circulation, Writing, Event Planning
Education
John Carroll University 2008 — 2011
Certificate, Spiritual Direction
Ursuline College 2006 — 2008
MA, Ministry
Kent State University 1982 — 1985
MLS, Library Science
Cleveland State University 1968 — 1973
BS, Biology, General
New Penn Financial, LLC June 2015 - Present
American Financial Network, Inc. October 2014 - May 2015
Cardinal Financial, LP May 2014 - November 2014
Ameritrust March 2013 - February 2014
Global Services January 2010 - March 2013
Senderra Funding 2005 - 2008
EquiFirst 2000 - 2005
Skills
Sales, Solution Selling, New Business Development, Selling, Sales Operations, Managed Print Services, Team Building, Strategic Planning, Sales Management, Document Management, Account Management, Cold Calling, B2B, Sales Process, Refinance, Marketing, CRM, Salesforce.com, Business Development, Contract Negotiation, Mortgage Lending, Management, Mortgage Banking, FHA, Loan Origination, Direct Sales, Leadership, Credit, Residential Mortgages, USDA, Sales Presentations, P&L
Education
Northwestern University - Kellogg School of Management 2003 — 2004
Management
University of South Carolina-Columbia 1987 — 1991
BS, Management
Sebonic Financial January 2014 - Present
Cardinal Financial, LP 2014 - 2014
Cardinal Financial, LP 2014 - 2014
Bank of America Home Loans 2011 - 2012
Ameritrust 2009 - 2010
Skills
FHA, Mortgage Lending, USDA, Refinance, Mortgage Banking
Education
University of South Carolina Upstate 2005 — 2006
Ameritrust August 2011 - Present
Capital one/Greenpoint 2007 - 2007
South Star Funding 1999 - 2007
Education
University of South Carolina-Columbia
BNY Mellon April 2006 - March 2014
JPMorgan Chase February 1990 - April 2006
SoFro Fabrics May 1989 - February 1990
AmeriTrust June 1984 - January 1989
Skills
Risk Management, KYC, AML, Cash Flow, Requirements Analysis, Policy Analysis, Internal Audit, Account Reconciliation, Compliance, Risk Assessment, Account Management, Bonds, Employee Training, Supervisory Skills, Spreadsheets, Redemption, Default, GNMA, FNMA, FHLMC, Anti Money Laundering, Banking, Financial Analysis, Securities, Financial Services, Portfolio Management
Education
University of Phoenix-Columbus Ohio Campus 2013 — 2015
Bachelor's degree, Management/Communications
Mt Vernon Nazarene College 1997 — 2000
Business Administration and Management, General, 2.75
Ohio Dominican College 1995 — 1996
Business Administration and Management, General, 3.0
Bowling Green State University 1983 — 1986
Accounting and Finance, 2.9
Brooklyn High School 1977 — 1983
College Prep, 3.5
KeyCorp January 1997 - Present
KeyBank 1994 - 1996
Ameritrust 1991 - 1994
IBM January 1988 - July 1988
Skills
Investments, Banking, Portfolio Management, Retail Banking, Relationship Management, Risk Management, Financial Analysis, Finance, Asset Management, Business Development, Strategic Planning, Management, Commercial Banking, Strategic Financial..., Commercial Lending, Credit, Credit Analysis, Wealth Management, Financial Planning
Education
The Ohio State University 1986 — 1990
Bachelor of Science (B.S.) Business Administration (Accounting), Accounting and Finance, 3.3 GPA
Cannon Financial Institute
Trust Sales 2
Cannon Financial Institute
Trust Sales School
Midwest Trust School
Midwest Trust School
KeyCorp November 2010 - Present
Mikro Inc. October 2007 - November 2010
KeyCorp 1999 - 2007
KeyCorp 1996 - 1999
Society National Bank 1993 - 1996
Ameritrust 1989 - 1991
Bankers Trust/Roulston & Co. 1989 - 1991
Education
Weatherhead School of Management at Case Western Reserve University 1995 — 1997
MBA, Finance
Cleveland State University 1985 — 1990
BA, Marketing
Keller Williams Realty - Charlotte South Park February 2014 - Present
Ameritrust March 2013 - July 2013
American Tire Distributors August 2011 - December 2012
AccruePartners June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Sales, PowerPoint, Marketing, Account Management, Customer Service, Event Planning, Social Media, Microsoft Word, Social Media Marketing, Marketing Strategy
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA, Marketing
TIAA-CREF September 2013 - Present
Hedrick Gardner Kincheloe & Garofalo, LLP June 2011 - September 2013
Ameritrust April 2010 - June 2011
Hedrick Gardner Kincheloe & Garofalo October 2007 - April 2010
Skills
Legal Research, Analysis, Courts, Civil Litigation, Trials, Mediation, Document Review, Pleadings, Litigation Support, Appeals, Legal Assistance, Depositions, Insurance, Hearings
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts (B.A.), Organizational Communication, General
Retirement Counseling Services 2006 - Present
VJC Financial 1989 - 2006
Ameritrust 1987 - 1989
Indiana National Bank 1985 - 1987
Continental Illinois National Bank 1981 - 1985
Thrall Car Manufacturing Company 1979 - 1981
Skills
Social Security, Retirement Planning, Financial Planning, Personal Budgeting, Retirement Income..., Wealth Management, Certified Financial..., Retirement Savings, Retirement Solutions, Planned Giving, Investments, Insurance, Tax Advisory, Estate Planning, Wealth Accumulation, Widows, Holistic Financial..., Women Owned Business, Professional Women, divorce, Women's Issues, Long-term Care, Employee Benefits, Retirement Plan..., Retirement, Financial Advisory, Investment Advisory, Investment Advisory..., Charitable Giving
Education
College for Financial Planning 1988 — 1990
Certified Financial Planner, Financial Planning and Services
DePaul University 1980 — 1984
MBA - Finance, Finance and Financial Management Services
Ball State University 1975 — 1979
BS - Accounting, BS - Finance, Accounting and Finance
Medfusion Inc. October 2014 - Present
Medfusion Inc. (Formerly Intuit Health) March 2012 - Present
Medfusion Inc. (Formerly Intuit Health) September 2010 - March 2012
Dun & Bradstreet October 2008 - June 2010
CHL Direct March 2007 - May 2008
Ameritrust 2004 - 2007
Skills
Salesforce.com, Customer Service, Account Management, Healthcare, Sales, Business Development, Management, Sales Operations, Leadership, New Business Development, Process Improvement, Contract Negotiation, CRM, SaaS, Sales Process
Education
North Carolina State University 2000 — 2004
BS, Business Management
Ameritrust Regional Account RepresentivieCogent2009 - Present
Education
Erie Community College 1978 — 1980
SummaCare June 2015 - Present
Amresco October 2007 - Present
Amresco, Inc October 2007 - December 2014
National City Bank 2001 - 2007
GTech January 1999 - October 2000
KeyBank December 1986 - January 1998
ameritrust 1986 - 1998
AutoMark/Arrow Distributing 1982 - 1985
Skills
Project Management, Six Sigma, 5S, Workflow, Process Improvement, SharePoint, Change Management, Microsoft CRM, OnBase, Business Analysis, ERP, Requirements Analysis, Operations Management, Requirements Gathering, Data Analysis, Information Technology, Continuous Improvement, Workflow Design, Intranet, Software Quality..., Trust Accounting, Treasury Systems, Systems Analysis, System Administration, Check Processing, Web Applications, Employee Benefits, Software Documentation, 401k, Visio, Pension Administration, Product Management, Certifications, Team Building, Training, Strategy, Management, Analysis, Business Intelligence, Quality Assurance, Cross-functional Team..., Vendor Management, Program Management, Business Process
Education
National City Bank 2006 — 2006
Six Sigma Green-Belt Training
Kent State University 1975 — 1980
BBA, Business
Maple Heights High School 1972 — 1975
Vo-Ed, Vo-Ed Accounting-Computing
WIT Group January 2006 - Present
Ameritrust 1981 - 1992
Education
Denison University
Quicken Loans March 2015 - Present
Maverick Funding February 2012 - March 2015
RMCi Financial June 2010 - June 2011
Ameritrust April 2009 - June 2010
Equifirst(Division of Barclays Bank) October 2005 - March 2009
HSBC Mortgage Services 1997 - 2005
Skills
Product Launch, Business and Strategic..., P&L Management, Sales Management, Strategic Planning, Sales Operations, Profit, Mortgage Banking, Mortgage Lending, FHA, Loans, Underwriting, Credit, USDA, Banking, Refinance, Real Estate, Loan Origination, Business Development, Residential Mortgages, Risk Management, Credit Analysis, Negotiation, Commercial Lending, VA loans, Contract Negotiation, Sales, Start-ups, Selling, New Business Development, Forecasting, Leadership
Education
University of South Carolina-Aiken 1990 — 1995
BS, Business Managment
ADP March 2012 - Present
Forest City Enterprises June 2008 - October 2011
Forest City Enterprises October 1996 - June 2008
Interstate Lift Trucks October 1994 - October 1996
AmeritTrust/Society Bank January 1991 - September 1994
AmeriTrust/Society Bank December 1989 - January 1991
Agency Rent-A-Car October 1984 - December 1989
AmeriTrust Bank October 1982 - October 1984
AmeriTrust 1981 - 1982
Skills
HRIS, Employee Relations, Human Resources, Leadership, Employee Benefits, Benefits Administration, Team Building, Organizational..., Payroll, Process Improvement, Strategy, Personnel Management, Program Management, Policy, Deferred Compensation, Budgets, Software Documentation, Talent Management, ADP Payroll, Performance Management, Mergers & Acquisitions
Education
Cleveland State University 1971 — 1977
CELGARD - Polypore July 2013 - July 2014
Duke Energy Corporation December 2012 - May 2013
LendingTree, LLC October 2006 - September 2012
Wells Fargo Capital Finance January 2012 - August 2012
Ameritrust December 2004 - March 2005
Wells Fargo March 2003 - March 2004
Skills
Microsoft SQL Server, SSRS, SSIS, T-SQL, SDLC, SQL, DTS, Visio, SharePoint, Databases, IIS, Database Administration, ETL, Data Warehousing, Business Intelligence, Analysis Services, XML, TFS, .NET, Troubleshooting, Data Modeling, Visual Basic, Software Documentation, Integration, Database Design
Education
Johnson C. Smith University - JCSU 1987 — 1991
BA, English
Wells Fargo August 2015 - Present
Carlisle & Gallagher Consulting Group July 2011 - August 2015
Wells Fargo February 2011 - July 2011
Zenta August 2009 - January 2011
Piedmont Capital Group December 2008 - August 2009
Ameritrust March 2008 - December 2008
Heartland Bank July 2007 - December 2007
HSBC/ Decision One Mortgage January 2003 - June 2007
Skills
Business Analysis, Contract Negotiation, Customer Relations, Excel, Risk Management, Problem Solving, Real Estate, Account Management, Process Improvement, Financial Reporting, New Business Development, Mortgage Banking, Process Engineering, Change Management, Program Management, Project Management, Management Consulting, Microsoft Excel, Business Process
Education
Florida State University 1995 — 1999
Bachelor's Degree, Anthropology
College of Charleston 1993 — 1996
Associate, Chemistry
Atlantic Bay Mortgage Group August 2014 - Present
RoundPoint Financial Group February 2014 - August 2014
First Financial Services, Inc. July 2012 - December 2013
Ameritrust October 2011 - July 2012
First Financial Services, Inc. December 2010 - October 2011
Morrocroft Mortgage Services September 2009 - December 2010
Ameritrust October 2008 - November 2009
Ace Mortgage Funding December 2007 - July 2008
Ameritrust 2001 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Loan Origination, Credit, Refinance, Underwriting, Banking, USDA, Residential Mortgages, Customer Service, Credit Analysis, VA loans, Mortgage Underwriting, Government Loans, Investment Properties, Short Sales, Condos, FHA Financing, First Time Home Buyers, Construction Loans, Real Estate, REO, Consumer Lending, VA Loans
Education
University of North Carolina at Charlotte 1995 — 2002
Bachelor's degree, Psychology
University of North Carolina at Charlotte 1995 — 2001
Bachelor of Fine Arts (BFA), Photography
FirstMerit Bank August 2012 - Present
New York Community Bank December 1999 - August 2012
Key Bank June 1993 - November 1999
Ameritrust 1985 - 1993
Skills
SDLC, Business Analysis, Process Improvement, Risk Management, Web Development, Disaster Recovery, Banking, Integration, SharePoint, Visio, Requirements Gathering, Business Intelligence, Team Leadership, PMO, Software Project...
Education
Cleveland State University 1986 — 1990
MBA
Kent State University 1981 — 1985
BA, Computer Science
Mantor Watson Securities, Inc. August 1999 - June 2006
Merrill Lynch April 1994 - June 1999
First American National Bank February 1993 - March 1994
ACI Industries January 1992 - June 1993
Chase Manhattan Corporation December 1987 - December 1991
Ameritrust August 1983 - December 1987
Education
Ohio University 1979 — 1983
MBA, BSC, Finance, Organizational Communications
Foundry Partners, LLC February 2013 - Present
Fifth Third Asset Management January 2009 - January 2013
Fifth Third Asset Management April 2007 - December 2008
Fifth Third Asset Management July 2005 - March 2007
National City Corporation 2000 - 2005
National City Asset Management Group 1995 - 1999
KeyBank, Society Asset Management, Ameritrust 1985 - 1995
Ameritrust 1985 - 1990
Skills
Equity Research, Investments, Equities, Portfolio Management, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Valuation, Financial Analysis
Education
Weatherhead School of Management at Case Western Reserve University 1985 — 1989
MBA, Finance
Kenyon College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Home Inspection Carolina June 2015 - Present
green i design November 2009 - Present
Global NutriDynamics February 2014 - September 2014
Carolina Premier Bank November 2012 - November 2013
Wells Fargo August 2011 - May 2012
Ameritrust December 2010 - September 2011
AP Architecture April 2008 - November 2008
SHOE SHOW, INC. 2007 - 2008
ai Design 2005 - 2005
Skills
Interior Design, Residential Homes, Space-planning, Customer Service, Loans, Furniture, Sales, Renovation, Retail, SketchUp, AutoCAD, Space planning, Referrals, Interior Architecture, Finish, Selling, Furnishings, Space Planning, Management, Rendering, FF&E
Education
Winthrop University 2001 — 2005
BFA, Interior Design
State University of New York College at Buffalo
Interior Design
Quicken loans June 2012 - Present
Ameritrust Mortgage Inc July 2008 - June 2012
Ameritrust 2007 - 2009
Canterbury processing November 2007 - December 2008
Ameritrust Mortgage 2003 - 2007
Ameritrust 2003 - 2007
Skills
FHA, Customer Service, Mortgage Banking, Mortgage Lending, Credit, Loans, Residential Mortgages, Refinance, USDA, VA loans, Underwriting, FHA financing, Loan Origination, Mortgage Underwriting
Education
Universität Trier 1996 — 1997
Central Piedmont Community College 1994 — 1996
Associates degree
Self Employed December 2010 - March 2013
RHI/Management Resources September 2008 - January 2009
Eaton Corporation June 1998 - April 2008
Management Resource Group September 1997 - June 1998
Truckstops Of America July 1994 - May 1997
Kaiser Permanente July 1990 - September 1993
Ameritrust July 1990 - May 1992
Ernst & Young May 1987 - July 1990
Life Technologies, Inc. February 1979 - July 1986
Skills
Payroll, Employee Benefits, PeopleSoft, HRIS, Human Resources, Payroll Taxes
Education
Lake Erie College 1969 — 1970
General Arts
Oklahoma Learning LLC 2009 - Present
Bank of Oklahoma/BOK Financial Corp 1992 - 2009
AmeriTrust 1990 - 1992
Oliver Wyman August 1987 - October 1990
IBM August 1983 - August 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA
Princeton University 1979 — 1983
BSE, Mechanical and Aerospace Engineering
Tap Packaging Solutions February 2011 - Present
Famous Enterprises July 2008 - January 2011
State Industrial Products 1999 - 2008
AmeriTrust 1979 - 1992
Skills
Sales Management, Account Management, Strategic Planning, New Business Development, Team Building, Contract Negotiation, Business Strategy, Marketing, Cross-functional Team..., Sales, Management, Key Account Management, Forecasting, Customer Service, B2B
Education
The Ohio State University 1978 — 1979
Bachelor of Arts, Political Science
Key Bank February 2013 - Present
Key Bank November 2011 - February 2013
Key Bank May 2002 - November 2011
Key Bank May 1999 - May 2002
Ameritrust/Society Bank/Key Bank May 1990 - May 1999
Ameritrust May 1986 - April 1990
Ameritrust April 1980 - April 1986
Education
Case Western Reserve University
BS
Progressive Insurance June 2010 - Present
Progressive Corporation 2005 - June 2010
Progressive Insurance 1989 - 2005
Ameritrust 1984 - 1989
Skills
Data Analysis, Business Analysis, SAS, Analytics, SDLC, Data Mining, Business Intelligence
Education
Cleveland State University 1979 — 1983
BS, Computer and Information Science
Notre Dame Academy 1975 — 1979
Midwest Consulting Group September 1989 - Present
Midwest Consulting Group September 1989 - January 2009
Risk Management Association 1989 - 2009
Ameritrust 1978 - 1982
Education
Cleveland State University 1976 — 1978
MBA, Finance
State Farm August 2015 - Present
State Farm Insurance October 2008 - August 2015
Mortgage Network Inc March 2006 - June 2009
Ameritrust March 2004 - March 2006
Skills
Insurance, Life Insurance, Health Insurance, Customer Service, Property & Casualty..., Term Life Insurance, Disability Insurance, Long-term Care, Commercial Insurance, Coaching, Fixed Annuities, Leadership, Umbrella Insurance, Event Planning, Employee Benefits, Workers Compensation, Team Building, Sales Process, Mortgage Banking, Goal Setting, Office Process..., Relationship Building, Marketing, Recruiting, Technology Integration
Education
College of Charleston 1997 — 2001
BACHELOR OF SCIENCE, EXERCISE PHYSIOLOGY
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Eaton Corporation November 1999 - Present
Gnarus Corporation 1997 - 2000
British Petroleum 1990 - 1998
Ameritrust 1988 - 1990
Skills
Business Analysis, Oracle Applications, Hyperion Enterprise, ERP, Process Improvement, Software Documentation, Visio, Accounting, Unix, Budgets, PL/SQL, Oracle, Disaster Recovery, Business Intelligence, Software Development, Data Warehousing, Business Process...
Education
Cleveland State University
MA, Computer and Informational Science
The Ohio State University
BS, Engineering
Huntington National Bank July 2011 - Present
SunTrust Robinson Humphrey March 2009 - June 2011
KeyBank July 2003 - August 2008
KeyBank January 1996 - June 2003
KeyBank May 1992 - December 1995
Ameritrust July 1988 - April 1992
Society National Bank February 1980 - June 1988
Skills
Opics, Capital Markets, Trading Systems, Risk Management, Interest Rate Swaps, FX Options, Interest Rate..., Derivatives, Options, Foreign Exchange, Financial Markets, Bloomberg, Swaps, Trading, Financial Risk, Portfolio Management, Back Office, FX Hedging, Hedging, Investments, Middle Office, Banking, Treasury Management, Currency, Proprietary Trading, Credit, Fixed Income, Treasury, Loans, Structured Finance, Securities, Investment Banking, Equity Derivatives, Bonds, Series 7, Hedge Funds, Equities, Structured Products, Financial Services, Commercial Banking, Asset Management, Market Risk, Financial Structuring
Education
University of Dayton 1977 — 1979
BSBA - Finance, Finance & Economics
St. Joseph High School, Cleveland, OH 1971 — 1975
Accenture Credit Services November 2011 - Present
Ameritrust July 2011 - November 2011
Amerisouth Mortgage September 2009 - August 2011
RMCI 2009 - 2009
Shea Homes 2000 - 2007
Education
Mt. San Antonio College 1985 — 1988
AA, Liberal Arts
Shaker Auto Lease, Inc. February 1994 - Present
KPMG 1992 - 1994
Ameritrust April 1990 - January 1992
Skills
Financial Analysis, Sales Management, Budgets, Strategic Planning, Microsoft Office, Risk Management, Team Building, Insurance, Business Strategy, Auditing, Small Business, Marketing Strategy, Sales, Public Speaking, Corporate Finance, Management
Education
The Ohio State University - The Max M. Fisher College of Business 1980 — 1985
BS, Accounting
The Ohio State University 1980 — 1984
BS, Agriculture Economics
Retired and Consultant October 2014 - Present
BMO Taft-Hartley Services September 2007 - December 2014
Fifth Third Bank 2002 - 2003
Ameritrust November 1970 - April 2001
Victory Capital Management 1970 - 2001
Skills
Banking, Employee Benefits, 401k, Investments, Negotiation, Securities, Fixed Income, Financial Services, Commercial Banking, Mutual Funds, Asset Allocation, Portfolio Management, Relationship Management, Strategic Planning, Wealth Management, Series 7, Loans, Insurance, Retirement, Asset Management, Series 63, Equities, Investment Strategies, Investment Advisory, Retirement Planning, Commercial Lending, Credit, Financial Advisory, Pensions, Investment Management, Private Banking, Strategic Financial..., Series 6, Bonds, ERISA, Alternative Investments, Defined Benefit, Retirement Plan..., Management
Education
John Carroll University 1966 — 1979
BS in BA, Marketing/Management
Notre Dame College
Notre Dame College
Notre Dame College
Vintage Wine Distributor April 1988 - Present
Ameritrust 1984 - 1988
Skills
Wine, Food, Public Speaking, Event Planning, Catering, Fundraising, Small Business, Non-profits, Customer Service, Alcoholic Beverages
Education
Kent State University
Charter One Bank Senior Vice PresidentFirstMerit Bank1992 - 2007
Ameritrust 1980 - 1992
Education
Cleveland State University 1981 — 1986
MBA, Masters of Business Administration
Miami University 1976 — 1980
BS, Finance
Fifth Third Bank August 2013 - Present
KeyBank April 2011 - April 2013
Pease & Associates, Inc. June 2009 - April 2011
Case Western Reserve University November 2007 - November 2008
Northern Trust April 2004 - October 2007
J.P. Morgan September 2001 - April 2004
National City Bank 1996 - 2001
Bank One 1991 - 1996
Ameritrust 1986 - 1991
Skills
Financial Modeling, Private Banking, Banking, Credit, Loans, Valuation, Wealth Management, Portfolio Management, Commercial Banking, Financial Analysis, Private Equity, Mergers & Acquisitions, Credit Analysis, Commercial Lending, Investments, Treasury Management, Strategic Financial..., Capital Markets, Asset Management, Equities, Financial Services, Asset Allocation, Relationship Management, Mutual Funds, Financial Advisory, Financial Planning
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
DePauw University
BA, French
Kent Roosevelt
Key Corp April 2008 - Present
Key Corp November 1987 - Present
Key Bank 1986 - Present
Ameritrust 1987 - 1990
Skills
Credit Risk, Financial Analysis, Financial Risk, Commercial Banking, Risk Management, Underwriting, Finance, Credit Analysis, Commercial Lending, Credit, Banking, Bank Management, Enterprise Risk..., Due Diligence, Consumer Lending
Education
Weatherhead School of Management at Case Western Reserve University 1984 — 1987
MBA, Banjing and Finance
Baldwin Wallace University 1981 — 1984
BS, Business Adminstration
Tremco April 1987 - Present
Ameritrust July 1969 - June 1982
Skills
Excel
Education
Cleveland State University 1964 — 1969
BBA, Finance
Third Federal Savings September 1992 - Present
Ameritrust May 1975 - September 1992
Education
Cleveland State University
Progressive Insurance April 2015 - Present
Progressive Insurance 1995 - Present
Progressive Insurance 1993 - 1995
Jastech 1991 - 1993
Ameritrust 1989 - 1991
Skills
COBOL, Test Planning, Software Quality..., Test Automation, Mainframe, IIS, Quality Assurance, Microsoft SQL Server, Testing, SQL, Performance Tuning
Education
Cleveland State University 1984 — 1989
BS, Computer & Information Science
Sundance Property Management, Inc. May 1993 - Present
Fath Management Inc. June 1986 - March 1993
Ameritrust September 1980 - May 1986
Skills
Property Management, Investor Relations, Venture Capital, Private Equity, Mergers & Acquisitions, Investments, Corporate Development, Valuation, IPO, Entrepreneurship, Real Estate Economics, Executive Management, Asset Management, Start-ups, Acquisitions
Education
Northwestern University - Kellogg School of Management 1978 — 1979
MM, Finance
University of Notre Dame 1972 — 1976
BBA, Finance
Elkhart Community Schools 1998 - June 2014
First Presbyterian Church 1999 - 2005
RR Donnelley 1987 - 1989
Ameritrust 1986 - 1987
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Training, Outlook, Editing, Teaching, Budgets, Event Planning, Strategic Planning, Fundraising, Sales, Non-profits, Research, Social Media, Team Leadership, Nonprofits, Community Outreach, Volunteer Management, Recruiting, Human Resources, Staff Development, Employee Relations, Program Development, Team Building, Leadership Development, Coaching, Teamwork, Organizational..., Higher Education, Leadership
Education
Purdue University - Krannert School of Management 1984 — 1986
MSM
Purdue University 1977 — 1981
BA
GXS is now OPENTEXT June 2014 - Present
GXS 2008 - Present
GXS September 1999 - July 2008
EDS August 1997 - September 1999
Mt Sinai Medical Center 1990 - 1996
Ameritrust October 1982 - 1990
Skills
Unix, ITIL, Red Hat Linux, Solaris, VMware, Disaster Recovery, IT Management, EDI, Integration, IT Service Management, Data Center, Troubleshooting, Servers, XML, System Administration, TCP/IP, VMware ESX, Virtualization, Enterprise Architecture, IT Operations, HP-UX, Operating Systems, SharePoint, Shell Scripting, Linux, Windows Server, Windows, FTP, Citrix, Managed Services, Information Technology, Mainframe, Active Directory, Netbackup, Windows 7, HP Openview, HTTPS, Computer Hardware, Computers, IBM Mainframe, Siebel, AIX, Change Management, Problem Management, Root Cause Problem..., six sigma, GSTD
Education
Kent State University
Information Technology
PricewaterhouseCoopers, LLP August 1997 - Present
Ernst & Young, LLP 1995 - 1997
Arthur Andersen & Co. September 1987 - August 1990
Ameritrust September 1985 - September 1986
Skills
Corporate Tax, Income Tax, Finance, Tax Advisory, Tax Law, State and local tax
Education
Capital University 1990 — 1993
Master of Business Administration (MBA), Tax/Corp law
The Ohio State University 1986 — 1987
Transfered MBA credits to Baldwin Wallace, MBA
Baldwin Wallace University 1985 — 1986
Master of Business Administration (MBA), Business Mgt.
Caliber Home Loans May 2015 - Present
Cardinal Financial, LP February 2015 - May 2015
Carrington Mortgage Services, Mortgage Lending Division September 2014 - February 2015
United Northern Mortgage Bankers, Ltd. October 2013 - September 2014
Meadowbrook Financial Mortgage Bankers February 2013 - October 2013
Wyndham Capital Mortgage March 2010 - February 2013
Ameritrust July 2009 - February 2010
GMAC Mortgage September 2008 - July 2009
Equifirst Corporation April 1997 - September 2008
Skills
Loans, Residential Mortgages, Credit, USDA, FHA financing, VA loans, Credit Analysis, Mortgage Underwriting, Endorsements, Interrogation, Underwriting, Finance, Sales, Mortgage Marketing, Reverse Mortgages, Government Loans, Certified Mortgage..., VA Loans, FHA Financing
Education
University of North Carolina at Charlotte 1992 — 1995
Business, Finance, Management, Accounting
University of North Carolina at Charlotte 1992 — 1995
Finance and Financial Management Services
Middletown High
Equity Prime Mortgage April 2015 - Present
PMAC Lending Services Inc. August 2013 - April 2015
Ameritrust August 2012 - August 2013
Poli Mortgage December 2011 - August 2012
American Bank January 2009 - November 2011
Landmark Mortgage January 2003 - January 2008
Mulberry Mortgage Corp January 2000 - December 2002
Mondillo Landscaping 1988 - 1988
Skills
Purchasing, First Time Home Buyers, Purchase, FHA, Conventional, VA, USDA, Refinance, Debt Consolidation, Credit, Construction, Home Improvement, Investment Properties, Conforming, Mortgage Planning, Residential Mortgages, Home Equity Lines of..., HUD, Mortgage Banking, Rural Development, Government Loans, Renovation, Rehab Loans, Condos, Real Estate, Loans, Loan Origination, Residential Homes, Real Estate Transactions, VA loans, Finance, FHA financing, Mortgage Lending, Referrals, Construction Loans, Home Equity Loans, Foreclosures, VA Loans
Education
University of Rhode Island 1994 — 1998
Business Administration
Sterling National Bank August 2011 - Present
Mercatus LLC July 2010 - August 2011
Union Federal Savings Bank July 2007 - July 2010
First Marblehead 2007 - 2008
KeyBank 2001 - 2007
Unisys 1999 - 2001
Ohio Savings Bank 1998 - 1999
Huntington National Bank September 1991 - June 1997
Ameritrust 1981 - 1991
Skills
Strategy, Due Diligence, Financial Services, Analytics, Banking, Mergers & Acquisitions, Credit Analysis, Business Strategy, Product Management, New Business Development, Strategic Planning, Mergers, Risk Management, Executive Management, Start-ups
Education
University of Reading 1978 — 1981
BA, Economics
Rogers Communications 2014 - Present
MTJR & LSG Consulting Services 2013 - 2015
Energy Future Holdings 2009 - 2013
Flowserve 2006 - 2009
Technitrol / AMI Doduco 2000 - 2006
Kennametal 1996 - 2000
Kennametal 1996 - 1998
Kennametal 1989 - 1996
GE 1985 - 1989
Ameritrust 1984 - 1985
Skills
Business Analysis, Business Continuity, Business Process, Business Process..., Change Management, Cloud Computing, Data Center, Disaster Recovery, Energy, Enterprise Architecture, Enterprise Software, IT Management, IT Operations, IT Service Management, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Outsourcing, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., SDLC, Software Development, Solution Architecture, Vendor Management
Education
Carnegie Mellon University 2003 — 2004
C.I.O. Certificate
Duquesne University 1989 — 1992
Master of Business Administration (M.B.A.)
Kent State University 1980 — 1984
CDW April 1994 - Present
IBM July 1989 - April 1994
Ameritrust November 1985 - July 1989
Skills
Storage, Virtualization, IBM iSeries, Disaster Recovery, Data Center, Pre-sales
Education
Kent State University 1981 — 1985
Bachelor of Business Administration, Computer Science/Management Science
Weatherhead School of Management at Case Western Reserve University
MBA, Management Information Systems/Banking and Finance
Wyndham Capital Mortgage July 2015 - Present
eRates Mortgage (formerly First Financial Services, Inc.) June 2011 - July 2015
Brightgreen Home Loans September 2010 - April 2011
Ameritrust August 2009 - August 2010
Wells Fargo Home Mortgage January 2008 - August 2009
Equifirst Corporation June 2006 - September 2008
Decision One Mortgage Company, LLC January 2001 - June 2006
Skills
Risk Management, Loan Origination, Loans, Customer Service, Management, Mortgage Banking, Mortgage Lending, Investors, USDA, Underwriting, Residential Mortgages, CRM, Credit Analysis, Software Documentation, Negotiation, Financial Analysis, FHA, Funding, Six Sigma, Financial Structuring, Mortgage Underwriting, Employee Benefits, Banking, FHA financing, Credit, VA loans, Refinance, Sales, Human Resources, Account Management, Finance, Branch Banking
Education
Central Piedmont Community College
Wingate University
Jason F. Wright January 2008 - Present
Barnes and Noble June 2006 - Present
Barnes and Noble December 2004 - Present
BN.com February 2009 - August 2009
Bank One April 1994 - March 1995
Bank One June 1991 - March 1994
Star Bank July 1987 - June 1991
Star Bank July 1987 - June 1990
Ameritrust October 1986 - June 1987
Skills
Merchandising, Loss Prevention, Retail, CPA, Certified..., Internal Audit, Management, Inventory Management, Time Management, Blogging, Auditing, Sales, Customer Service, PowerPoint, Social Media, Microsoft Office, Leadership, Marketing, Public Speaking, Social Networking
Education
Miami University 1982 — 1986
BS, Finance, General
Cleveland Clinic December 2011 - Present
Visium Resources of Northeast Ohio April 2011 - December 2011
Key Bank May 1994 - December 2010
Keybank May 1991 - April 1994
Ameritrust June 1984 - April 1991
Skills
Active Directory, Troubleshooting, Network Administration, XP, Hardware, Help Desk Support, Lotus Notes, Printers, Windows, Information Technology, Software Installation
Education
Cleveland State University 1985 — 1988
Accounting
Kent State University - Graduate School of Management 1979 — 1983
MBA, Finance
Kent State University 1975 — 1977
Bachelors Degree, Finance
Salin Bank & Trust February 2012 - October 2014
Ameriana Bank August 2011 - February 2012
MainSource Bank March 2010 - September 2010
Irwin Union Bank September 1993 - October 2009
Society National Bank 1989 - September 1993
Ameritrust 1987 - 1989
Indiana Bank and Trust, Martinsville, IN 1982 - 1987
Skills
Commercial Lending, RESPA, Small Business Lending, Commercial Mortgages, Mortgage Lending, Commercial Banking, Loans, Mortgage Banking, Asset Based Lending, Credit, Lines Of Credit
Education
Purdue University 1975 — 1981
BA, Economics and U.S. History
Carmel High School, Purdue University, W. Lafayette, IN
Bachelor's degree, Education
Guggisberg Cheese, Inc August 1998 - Present
Ameritrust 1978 - 1990
Skills
Recruiting, HR Policies, Process Improvement, Employee Relations
Education
Mount Union College 1973 — 1977
BS, Business Administration
Currently Retired December 2011 - Present
Key Bank 2000 - July 2012
Ameritrust August 1971 - December 2000
Skills
TSO, Mainframe, DB2, Fileaid, IBM Mainframe, SAS
Education
Ashland Seminary 2001 — 2004
Masters degree, Ministry Management
Notre Dame College 1983 — 1987
Bachelor of Arts (B.A.), Accounting
Advanced Vision of Louisville June 2007 - Present
Ameritrust October 2006 - March 2007
First Residential Mortgage May 2002 - October 2006
Skills
Practice Management, Healthcare, Healthcare Management, Hospitals, EMR, Healthcare Information..., Physicians, EHR, Revenue Cycle, Clinical Research, Medical Billing, Physician Relations, HIPAA, Surgery, Strategic Planning
Education
Indiana University Bloomington 1983 — 1987
Bachelor of Science, Finance
Wells Fargo Bank NA May 1993 - Present
Founders Trust Company April 1993 - May 1998
Ameritrust April 1990 - April 1993
Skills
Microsoft Office, SEI Trust 3000, Sunguard, Process Improvement, Vendor Management, Visio, Investments, Financial Risk, Banking, Customer Service, Leadership
Education
The University of Texas at Austin 1975 — 1977
na, Fine Arts Major
Harland Financial Solutions November 1998 - Present
OfficeMax November 1988 - November 1998
Ameritrust December 1978 - November 1988
Education
Cleveland State University 1978 — 1980
Accounting and Computer Science
Cuyahoga Community College
Computer Science
Wegman, Hessler & Vanderburg May 2000 - July 2010
Ulmer & Berne LLP 1992 - 1996
Ameritrust 1986 - 1992
Education
Cleveland Marshall Law School 1989 — 1993
Doctor of Law (J.D.)
Baldwin-Wallace College
Bachelor of Business Administration (B.B.A.)
Keffer Jeep February 1994 - Present
Ameritrust January 2010 - January 2012
Education
Mars Hill College 1974 — 1979
Bachelor of Business Administration (B.B.A.)
Protected Capital Management 2004 - Present
H&R Block 1994 - 1995
Ameritrust February 1989 - July 1990
Texas A&M University January 1987 - December 1988
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Research, Analysis, Valuation, Investments
Education
Brigham Young University 1984 — 1986
Bachelor of Science, Finance, General
Brigham Young University - Idaho 1982 — 1984
Associate of Arts and Sciences (A.A.S.), General Studies