Atlantic Financial

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Atlantic Financial Employees

Employee
Years
Job
Industry
Jim Paolucci Jim Paolucci Greater Philadelphia Area Details
Jim Paolucci's Atlantic Financial Experience 1986 - 1990
Job Managing Director
Industry Financial Services
Experience
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

Steve Delano Steve Delano Greater Boston Area Details
Steve Delano's Atlantic Financial Experience 2004 - 2006
Job Operations and Logistics Consulting Professional
Industry Management Consulting
Experience
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

Donna Smolij Donna Smolij Greater Philadelphia Area Details
Donna Smolij's Atlantic Financial Experience 1985 - 1989
Job Medical Administrative Assistant at Fox Chase Cancer Center
Industry Hospital & Health Care
Experience
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

Brian Shaw Brian Shaw Greater Boston Area Details
Brian Shaw's Atlantic Financial Experience January 2005 - May 2006
Job Passionate Entrepreneur, Strategist, Business Analyst Beer Geek!
Industry Executive Office
Experience
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

Helen Meng Helen Meng Toronto, Canada Area Details
Helen Meng's Atlantic Financial Experience 2007 - Present
Job sales representative at Living Realty Inc., Brokerage
Industry Real Estate
Experience
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

Dean Boeving Dean Boeving Washington D.C. Metro Area Details
Dean Boeving's Atlantic Financial Experience March 2004 - May 2008
Job On Time Investments Inc
Industry Financial Services
Experience
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

Kent Schwartz Kent Schwartz San Francisco Bay Area Details
Kent Schwartz's Atlantic Financial Experience 1987 - 1989
Job Partner, SVP Finance at Allison+Partners
Industry Accounting
Experience
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

Robert Grieb Robert Grieb Wayne, Pennsylvania Details
Robert Grieb's Atlantic Financial Experience 1984 - 1989
Job Financial Services Consultant
Industry Financial Services
Experience
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

Jim Downes Jim Downes Hartford, Connecticut Area Details
Jim Downes's Atlantic Financial Experience January 2008 - Present
Job President at Atlantic Financial
Industry Financial Services
Experience
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

Jarrod Fisher Jarrod Fisher Hartford, Connecticut Area Details
Jarrod Fisher's Atlantic Financial Experience January 2008 - November 2010
Job National Sales Director
Industry Financial Services
Experience
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

Barbara Hoffman Barbara Hoffman Greater Philadelphia Area Details
Barbara Hoffman's Atlantic Financial Experience 1988 - 1991
Job VP Sales at Strainoptics | Sales Executive | Project Manager
Industry Glass, Ceramics & Concrete
Experience
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

Joy Diggs-Preston Joy Diggs-Preston Greater Philadelphia Area Details
Joy Diggs-Preston's Atlantic Financial Experience January 1990 - April 1991
Job Human Resources Professional
Industry Human Resources
Experience
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

william bradford william bradford Charlotte, North Carolina Area Details
william bradford's Atlantic Financial Experience November 1988 - January 1992
Job Sr. System Administrator, Talent Management at TIAACREF
Industry Human Resources
Experience
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

Elbert Wong Elbert Wong San Francisco Bay Area Details
Elbert Wong's Atlantic Financial Experience 1985 - 1990
Job Owner, MTS Consulting Services, LLC
Industry Information Technology and Services
Experience
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

Joe Gonzales, CPA Joe Gonzales, CPA Greater Philadelphia Area Details
Joe Gonzales, CPA's Atlantic Financial Experience April 1985 - November 1989
Job President at Recovery Audit Specialists, Inc.
Industry Retail
Experience
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

Fran Gallo Fran Gallo Greater San Diego Area Details
Fran Gallo's Atlantic Financial Experience January 1984 - January 1986
Job Sr. Trainer at Essent Guaranty
Industry Insurance
Experience
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

Barbara Garcia, SPHR, HCS, SWP Barbara Garcia, SPHR, HCS, SWP Greater Philadelphia Area Details
Barbara Garcia, SPHR, HCS, SWP's Atlantic Financial Experience 1985 - 1989
Job Senior Director, Global Human Resources Business Partner at Sanofi
Industry Pharmaceuticals
Experience
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

Maryann Ihrig Maryann Ihrig Greater Pittsburgh Area Details
Maryann Ihrig's Atlantic Financial Experience 1983 - 1991
Job Human Resources Manager at Precise, Inc.
Industry Legal Services
Experience
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

Damian Padro Damian Padro Miami/Fort Lauderdale Area Details
Damian Padro's Atlantic Financial Experience June 2009 - Present
Job Real Estate Investor at Atlantic Financial
Industry Real Estate
Experience
Atlantic Financial   June 2009 - Present

Education
Berklee College of Music   1998 — 2008
Bachelor's, Professional Music

Joe Mui Joe Mui Toronto, Canada Area Details
Joe Mui's Atlantic Financial Experience January 1995 - Present
Job Director of Private Clients at Atlantic Financial
Industry Financial Services
Experience
Atlantic Financial   January 1995 - Present

Education
Cornell University   1972 — 1976
B.Sc., Agr.-Economics

Bryan Jones Bryan Jones Washington D.C. Metro Area Details
Bryan Jones's Atlantic Financial Experience February 2014 - Present
Job PNC Bank Consultant
Industry Banking
Experience
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

Jason Bednar Jason Bednar Greater New York City Area Details
Jason Bednar's Atlantic Financial Experience May 2002 - August 2006
Job Channel Technical Sales Specialist Storage at IBM
Industry Information Technology and Services
Experience
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

Helen kwo Lee Helen kwo Lee Toronto, Canada Area Details
Helen kwo Lee's Atlantic Financial Experience 2002 - 2011
Job mortgage
Industry Financial Services
Experience
Atlantic Financial   2002 - 2011

Education
Langara College

Cynthia Wesley Cynthia Wesley Philadelphia, Pennsylvania Details
Cynthia Wesley's Atlantic Financial Experience May 1986 - June 1992
Job CUSTOMER SERVICE SPECIALIST
Industry Information Technology and Services
Experience
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

issaka seidu issaka seidu Alexandria, Virginia Details
issaka seidu's Atlantic Financial Experience November 2009 - Present
Job BUSINESS ANALYST at Atlantic Financial
Industry Furniture
Experience
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