Atlantic Financial
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Atlantic Financial Employees
APEX Analytix May 2011 - July 2013
PRGX 1992 - March 2011
Flagship Financial 1990 - 1992
Atlantic Financial 1986 - 1990
Skills
Auditing, Internal Audit, Internal Controls, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley, Forecasting, Process Improvement, Accounts Payable, Financial Accounting, Cross-functional Team..., Account Reconciliation, Risk Assessment, Sarbanes-Oxley Act, Finance, Financial Audits, Business Intelligence, Business Process..., External Audit, General Ledger, Management
Education
Philadelphia University
Bachelor of Science, Accounting
Saint Joseph's University
MBA, Finance
Maine Pointe October 2013 - Present
Maine Pointe October 2011 - October 2013
Maine Pointe November 2009 - November 2011
Cerulli Associates November 2008 - October 2009
Atlantic Financial Inc. April 2008 - October 2008
Grant Thornton August 2007 - April 2008
Atlantic Financial 2004 - 2006
Skills
Management Consulting, Financial Analysis, Business Process..., Business Planning, Microsoft Excel, Analytics, Forecasting, Business Development, Market Research, Competitive Analysis, Financial Modeling, Analysis, Business Analysis, Relationship Management, Private Equity, Transport Economics, New Business Development, Consulting, Sales, Acquisition Integration, Program Management, Financial Reporting, Business Strategy, Procurement, Marketing, Budgets, Marketing Strategy, Contract Negotiation, Business Process, Economics, Cross-functional Team..., Management, Strategic Planning, Entrepreneurship, Data Analysis, Leadership, Internal Controls, Risk Management, Business Transformation, Finance, Operations Management, Auditing, Logistics, Supply Chain, Retail, Social Media, Change Management, Executive Management, Supply Chain Management, Strategy
Education
Bentley University 2003 — 2007
Bachelor's of Science, Managerial Econcomics with a concentration in accounting
RMIT University 2005 — 2005
Economics
Duxbury High School 1999 — 2003
Fox Chase Cancer Center August 2002 - Present
Hospital of the Univeristy of Pennsylvania December 1989 - December 1992
Atlantic Financial 1985 - 1989
Skills
EMR, Research, Event Planning, Medical Terminology, Customer Service, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Medicine, Cancer, Data Entry, HIPAA, Public Health, Clinical Research, Community Outreach, Oncology
Education
Community College of Philadelphia 1985 — 1987
Associate of Arts and Sciences (A.A.S.), Sign Language Interpretation and Translation
Mastbaum Vo Tech 1974 — 1977
Diploma, Business/Science
Craft Beer Cellar - Newton January 2013 - Present
Brian Shaw 2010 - Present
Social Boston Sports, LLC January 2007 - Present
Social Boston Sports, LLC January 2007 - August 2011
Benchmark Assisted Living September 2006 - July 2008
Atlantic Financial January 2005 - May 2006
Fidelity Investments June 2005 - September 2005
Cubist Pharmaceuticals June 2004 - October 2004
Skills
Revenue Generation, Strategic Analysis, Small Business..., New Business Development, Financial Analysis, Sponsorship Development, Strategic Partnerships, Business Expansion, Sales Growth, Profitability..., Identifying New..., Entrepreneur, Advanced Excel Modeling, Dashboard / KPI Creation, Plan Execution, Strategic Initiatives, Key Performance..., Entrepreneurship, Business Development, Microsoft Excel, Large-scale Event..., Networking, Analysis, Event Management, Event Planning, Direct Sales, Sponsorship, Business Strategy, Cross-functional Team..., Process Improvement, Business Analysis, Analytics, Owner-managed businesses, Event Photography, Operations Management, Management, New Business..., Strategy
Education
Bentley University 2002 — 2006
BS, Finance. M: Management
Austin Preparatory School 1997 — 2002
HS Diploma
Atlantic Financial 2007 - Present
Living Realty Inc., Brokerage 2005 - Present
Skills
Real Estate Investment, Residential Mortgages, Home sales, Real Estate Transactions
Education
Huazhong University of Science and Technology
Banc Home Loans - A division of Banc of California September 2013 - Present
Equity Loans, LLC March 2013 - July 2013
Allied Mortgage Group July 2012 - February 2013
Vantage Point Bank and Financial Services May 2011 - June 2012
First Choice Bank November 2008 - April 2011
First Choice Bank November 2008 - April 2011
Atlantic Financial March 2004 - May 2008
Financial Services February 2000 - February 2004
Platinum Funding December 1995 - January 2000
Skills
Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Credit, Leadership, Residential Mortgages, Marketing, Refinance, FHA, Negotiation, Team Building, VA loans, Customer Service, Funding, Commercial Lending, USDA, Investment Properties, Banking, Real Estate, Finance, Selling, Sales Management, Sales, Investments, FHA financing, Reverse Mortgages, Commercial Mortgages, Construction Loans, Government Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Financing, Referrals, Credit Analysis
Education
Chowan University
Allison+Partners January 2014 - Present
Allison+Partners January 2013 - Present
Allison & Partners January 2008 - Present
ABM Janitorial September 2003 - January 2008
ABM 2003 - 2008
E-Color 1999 - 2002
Omega Performance 1998 - 1999
Omega Performance 1998 - 1999
Tesseract 1989 - 1999
Atlantic Financial 1987 - 1989
Education
California State University-Chico 1981 — 1985
BS, Finance
The Diversifies Services Group, Inc. (DSG) June 1989 - Present
BISA and BSA 1998 - 2010
Atlantic Financial 1984 - 1989
Skills
Executive Development, Deferred Compensation, Sales Effectiveness, Insurance, Program Management, Executive Coaching, Executive Management, Management Consulting, Organizational..., Strategic Consulting, Mergers, Leadership Development, Change Management, Strategic Planning, Financial Services
Education
Lafayette College
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA
Atlantic Financial January 2008 - Present
Atlantic Financial (Asia) January 2008 - Present
World Properties International April 2001 - December 2007
American Skandia 1998 - 2001
Skills
Life Insurance, Fixed Annuities, Financial Advisory, Alternative Investments, Insurance, Retirement Planning
Education
Keene State College 1994 — 1998
Bachelor business management, minor communications
M3 Financial November 2010 - Present
Atlantic Financial January 2008 - November 2010
WPI International November 2004 - January 2008
Absolute Mortgage April 2001 - November 2004
American Skandia 1999 - 2001
Starter Corporation 1998 - 1999
Skills
Contract Negotiation, Operations Management, Business Development, Key Account Management, Product Marketing, Fixed Annuities, Strategic Financial..., Sales, Sales Management, Retirement Income..., 401k, Disability Insurance, Entrepreneurship, Finance, Financial Advisory, Financial Services, Insurance, Investments, Leadership, Life Insurance, Marketing, Mutual Funds, New Business Development, Real Estate, Relationship Management, Retirement, Retirement Planning, Sales Presentations, Start-ups, Strategic Partnerships, Strategic Planning, Variable Annuities
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor's degree, Sport Management
Newington High School 1990 — 1994
Strainoptics, Inc. 1994 - Present
CoreStates Bank of Delaware 1991 - 1994
Atlantic Financial 1988 - 1991
National Liberty Marketing 1985 - 1988
Skills
International Sales, Account Management, Marketing, Marketing Management, Project Management, Product Development, Business Development, Product Management, Direct Sales, Negotiation, Business Strategy, Sales Process, Cross-functional Team..., Pricing, Contract Negotiation, Marketing Strategy
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
Bachelor of Science (B.S.), Major: Marketing, Minor: Economics
Wilmington Finance August 2005 - March 2007
Albert Einstein Healthcare Network August 1997 - December 2004
Kemper Insurance October 1992 - August 1997
Atlantic Financial January 1990 - April 1991
Skills
Employee Benefits, Recruiting, Human Resources, New Hire Orientations, Personnel Management, Training, Management, Program Management, Employee Training, Screening, Hiring, Interviews, Performance Appraisal, Deferred Compensation, Performance Management
Education
Cheyney University of Pennsylvania
Bachelor's Degree, Psychology
TIAA-CREF March 2008 - Present
genesis10 July 2007 - March 2008
Hewitt Associates November 2005 - December 2006
Wachovia Bank,NA January 2002 - October 2005
First Union National Bank January 1998 - December 2001
First Union National Bank January 1996 - December 1997
First Fidelity Bank,NA January 1992 - December 1995
Atlantic Financial November 1988 - January 1992
PSFS February 1982 - October 1988
Skills
Instructional Design, Visio, E-Learning, Training, Program Management, Process Improvement, Needs Analysis, Performance Management, Business Analysis, Vendor Management, Project Management, Talent Management, Software Documentation, Process Management, Management, Strategy, Learning Management..., Analysis, Organizational..., Project Planning, Instructor-led Training, Learning Management, PeopleSoft, Change Management, Technical Writing, Leadership, Employee Training, Interviews, Leadership Development, SharePoint, Captivate, SDLC, Outsourcing, Technical Training, Call Centers, Employee Engagement, Training Delivery, Banking, Coaching, Succession Planning, Consulting
Education
Community College of Philadelphia 1988 — 1988
Business Adminastration
MTS Consulting Services, LLC January 2006 - Present
CMG Mortgage February 2000 - January 2006
First Republic Bank December 1994 - February 2000
Hamilton Savings Bank 1990 - 1995
Hamilton Financial Corporation 1990 - 1995
Atlantic Financial 1985 - 1990
Education
San Francisco State University
BA, Finance
Recovery Audit Specialists, Inc. May 2000 - Present
Howard Schultz & Associates November 1989 - May 2000
Atlantic Financial April 1985 - November 1989
Skills
Process Improvement, Financial Analysis, Finance
Education
Plymouth State University 1977 — 1981
BS, Accounting
Essent Guaranty, Inc. January 2015 - Present
United Guaranty Corporation April 1991 - December 2014
Miramar Community College January 1996 - January 2008
United Guaranty Corporation January 1999 - December 2002
United Guaranty Corporation January 1991 - January 1999
Coast Savings January 1986 - January 1991
Atlantic Financial January 1984 - January 1986
Skills
Strategic Planning, Financial Risk, Training, Portfolio Management, Mortgage Banking, Banking, Insurance, Loan Origination, Management, Risk Management
Education
Point Loma Nazarene University 1981 — 1983
BA Degree, Economics
University of Arizona 1980 — 1981
Undergraduate Studies, Business/Economics
Pasadena City College 1979 — 1980
Undergraduate Studies, General Studies
Sanofi March 2014 - Present
Sanofi January 2011 - March 2014
sanofi-aventis August 2009 - December 2010
sanofi-aventis January 2005 - July 2009
Sterling Winthrop 1989 - 1994
Atlantic Financial 1985 - 1989
Fidelity Bank 1979 - 1985
Skills
Pharmaceutical Industry, Deferred Compensation, Talent Management, Succession Planning, Performance Management, Organizational..., Talent Acquisition, Workforce Planning, Onboarding, Organizational..., Employee Relations, Organizational Design, Employee Engagement, Personnel Management, HR Policies, Human Resources, Compensation & Benefit, Employer Branding, HRIS, HR Consulting, Applicant Tracking..., Recruiting, Career Development, Employee Benefits, Executive Coaching, New Hire Orientations, Labor Relations, Benefits Administration, College Recruiting, HR Transformation, PeopleSoft
Education
Rosemont College
Master of Science (MS), Leadership
Rosemont College
Bachelor of Science (BS), Management
Precise, Inc. July 2010 - Present
SAE International 2005 - 2008
SAE International 2002 - 2008
SAE International 2005 - 2006
SAE International 2002 - 2005
SAE International 1992 - 2000
Atlantic Financial 1983 - 1991
Education
La Roche College
M.S., Human Resources
Point Park University
B.A., Psychology
Atlantic Financial June 2009 - Present
Education
Berklee College of Music 1998 — 2008
Bachelor's, Professional Music
Atlantic Financial January 1995 - Present
Education
Cornell University 1972 — 1976
B.Sc., Agr.-Economics
PNC April 2015 - Present
Atlantic Financial, Inc. October 2014 - Present
Atlantic Financial February 2014 - Present
Phillips Solution Group April 2012 - Present
Staffing Agency February 2010 - November 2012
Robert Half Finance & Accounting June 2006 - January 2010
Skills
Insurance, Underwriting, Mortgage Lending, Loans, Access, Claim, Call Centers, PeopleSoft, Risk Management, Pricing, Process Improvement, Data Analysis, Customer Satisfaction, Negotiation, Social Media, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Training, Accounting, SAP, Mortgage Underwriting, VA loans, FHA, Mortgage Banking, Credit, Loss Mitigation, Mortgage Marketing, Credit Analysis, Recruiting, Outlook, Refinance, Mortgage Servicing, Foreclosures, Banking, Loan Modifications, VA Loans
Education
Florida Christian College
Accounting
IBM July 2012 - Present
Self Employed April 2003 - Present
Skout Forensics April 2010 - August 2011
RDT Electric April 2008 - February 2010
Tomkin Company December 2004 - February 2010
Atlantic Financial May 2002 - August 2006
Skills
Solution Selling, Cloud Computing, Enterprise Software, Pre-sales, SaaS, Business Intelligence, Solution Architecture, IT Service Management, Virtualization, Outsourcing, IT Strategy, CRM, Storage, Data Center, Training, Sales
Education
Champlain College 2003 — 2007
Bachelor of Science (BS), Computers and Digital Forensics
Allentown Highschool 2000 — 2003
Atlantic Financial 2002 - 2011
Education
Langara College
Pearson VUE January 1993 - Present
Pearson VUE January 1993 - March 2011
Atlantic Financial May 1986 - June 1992
Skills
Customer Service, Microsoft Office, Team Leadership, Quality Assurance, SharePoint, Windows, Troubleshooting, Windows 7, Process Improvement, XP, QuickBooks, Data Analysis, Access, Management, Call Centers, Outlook, Vendor Management, Training, Testing
Education
Community College of Philadelphia 1976 — 1981
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Community College of Philadelphia
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Atlantic Financial November 2009 - Present
CALIFORNIA March 2008 - April 2011
Grapnel Tech Services 2010 - 2011
Office Solutions 2009 - 2011
Skills
Business Analysis, Analysis, GOLDMAN SACHS, BUSINESS ANALYST
Education
Ashford University 2010 — 2011
PHARMACY TECHNOLOGY, PHARMACY
VILLANOVA UNIVERSITY, TAMPA FLORIDA 2010 — 2011
MASTERS CERTIFICATE, BUSINESS ANALYSIS