BankDirect Capital Finance
Industry: Company
DescriptionFounded: 2005 Parent organization: Texas Capital Bank Subsidiaries: Budget Installment Corp, Standard Funding Corp., Premium Finance Holdings, LLC
BankDirect Capital Finance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at BankDirect Capital Finance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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BankDirect Capital Finance Employees
Employee
Years
Job
Industry
Don Snyder Don Snyder's BankDirect Capital Finance Experience November 2009 - November 2011
Job Sports and Entertainment Senior Program Underwriter at Safehold Specialty Insurance
Industry Insurance
Experience
Safehold Special Risks, Inc., a Wells Fargo Company July 2014 - Present
Safehold Specialty Insurance July 2014 - Present
PrimeOne Ins. Co. and John L. Corley, Attorney in Fact for NIE National Fire and Indemnity Exchange December 2011 - May 2014
PrimeOne Insurance December 2011 - May 2014
Seeking Next Opportunity November 2011 - December 2011
BankDirect Capital Finance November 2009 - November 2011
BIC Premium Finance, A Webster Bank Company 2006 - November 2009
Cananwill Financial Services - An Aon Company 2003 - 2006
Cananwill 2003 - 2006
K&K Insurance Group, Inc. January 1990 - January 2003
Skills
Direct Sales, Salesforce.com, Property and Casualty..., Insurance, Underwriting, Casualty, Commercial Insurance, Sales Management, New Business Development, Consultative Selling, Negotiation, Workers Compensation, Customer Relations, Strategic Planning, Customer Service, Liability, Team Building, Marketing Strategy, Public Speaking, Property & Casualty..., Risk Management, General Insurance, Problem Solving, Word, Excel, Account Management, Brokers, Legal Liability, D&O, Sales, Employment Practices..., Selling, Casualty Insurance
Education
Ball State University - College of Business 1983 — 1987
BS, Mgmt/Social Studies
Riley High School 1980 — 1983
High School Diploma, General Studies
Safehold Special Risks, Inc., a Wells Fargo Company July 2014 - Present
Safehold Specialty Insurance July 2014 - Present
PrimeOne Ins. Co. and John L. Corley, Attorney in Fact for NIE National Fire and Indemnity Exchange December 2011 - May 2014
PrimeOne Insurance December 2011 - May 2014
Seeking Next Opportunity November 2011 - December 2011
BankDirect Capital Finance November 2009 - November 2011
BIC Premium Finance, A Webster Bank Company 2006 - November 2009
Cananwill Financial Services - An Aon Company 2003 - 2006
Cananwill 2003 - 2006
K&K Insurance Group, Inc. January 1990 - January 2003
Skills
Direct Sales, Salesforce.com, Property and Casualty..., Insurance, Underwriting, Casualty, Commercial Insurance, Sales Management, New Business Development, Consultative Selling, Negotiation, Workers Compensation, Customer Relations, Strategic Planning, Customer Service, Liability, Team Building, Marketing Strategy, Public Speaking, Property & Casualty..., Risk Management, General Insurance, Problem Solving, Word, Excel, Account Management, Brokers, Legal Liability, D&O, Sales, Employment Practices..., Selling, Casualty Insurance
Education
Ball State University - College of Business 1983 — 1987
BS, Mgmt/Social Studies
Riley High School 1980 — 1983
High School Diploma, General Studies
John Shockey John Shockey's BankDirect Capital Finance Experience May 2009 - August 2009
Job Creative marketing strategist, designer, and developer.
Industry Marketing and Advertising
Experience
J. L. Shockey & Associates May 2014 - Present
See Music September 2013 - October 2014
University of Dayton Lacrosse February 2012 - May 2014
DePaul University 2013 - 2014
Choice One Engineering Corp. May 2013 - August 2013
SALT Creative MV May 2012 - August 2012
BankDirect Capital Finance May 2009 - August 2009
Skills
Marketing, Website Development, Graphic Design, InDesign, Photoshop, Illustrator, Web Design, Advertising, PowerPoint, Social Media, Microsoft Office, Research, Google Analytics, Propellerheads Reason, UI Design, Front-end Development, Public Relations, Content Writing, Adobe Muse, Dreamweaver, WordPress, Metadata, Qualtrics, SPSS, Survey Monkey, Logic Pro, Ableton, Adobe Premiere Pro, Audio Production, Video Editing, Wufoo, Search Engine Submission, Search Engine Ranking, SEO, E-commerce, Unix, Github, HTML5, CSS, PHP
Education
Rockit Bootcamp 2015 — 2015
Full-Stack Software Development
DePaul University 2013 — 2015
Master of Arts (MA), PR & Advertising
University of Dayton
Bachelor of Arts (BA), Public Relations & Visual Communication Design
J. L. Shockey & Associates May 2014 - Present
See Music September 2013 - October 2014
University of Dayton Lacrosse February 2012 - May 2014
DePaul University 2013 - 2014
Choice One Engineering Corp. May 2013 - August 2013
SALT Creative MV May 2012 - August 2012
BankDirect Capital Finance May 2009 - August 2009
Skills
Marketing, Website Development, Graphic Design, InDesign, Photoshop, Illustrator, Web Design, Advertising, PowerPoint, Social Media, Microsoft Office, Research, Google Analytics, Propellerheads Reason, UI Design, Front-end Development, Public Relations, Content Writing, Adobe Muse, Dreamweaver, WordPress, Metadata, Qualtrics, SPSS, Survey Monkey, Logic Pro, Ableton, Adobe Premiere Pro, Audio Production, Video Editing, Wufoo, Search Engine Submission, Search Engine Ranking, SEO, E-commerce, Unix, Github, HTML5, CSS, PHP
Education
Rockit Bootcamp 2015 — 2015
Full-Stack Software Development
DePaul University 2013 — 2015
Master of Arts (MA), PR & Advertising
University of Dayton
Bachelor of Arts (BA), Public Relations & Visual Communication Design
Tram Phan Tram Phan's BankDirect Capital Finance Experience May 2014 - Present
Job Vice President, Sales
Industry Insurance
Experience
BankDirect Capital Finance May 2014 - Present
Imperial PFS May 2007 - April 2014
Imperial PFS (formerly Imperial A.I. Credit) June 2006 - May 2007
Skills
Insurance, Negotiation, Outlook, Strategic Planning, Customer Service, Proposal Writing, Financial Analysis, Contract Negotiation, Management, Sales, Property & Casualty..., Risk Management, Commercial Insurance, Sales Operations, Underwriting, New Business Development, Marketing, Selling, Team Building, Business Development, Casualty, Workers Compensation, Leadership, Budgets, Cold Calling, Commercial Lines, Professional Liability, Liability, Training, Legal Liability, Claim, General Insurance, Brokers, Employment Practices..., Umbrella Insurance, Inland Marine, Account Management, CRM, D&O, Analysis, Excess, Casualty Insurance
Education
University of Houston 2000 — 2005
Bachelors of Business Administration, Finance and Marketing
BankDirect Capital Finance May 2014 - Present
Imperial PFS May 2007 - April 2014
Imperial PFS (formerly Imperial A.I. Credit) June 2006 - May 2007
Skills
Insurance, Negotiation, Outlook, Strategic Planning, Customer Service, Proposal Writing, Financial Analysis, Contract Negotiation, Management, Sales, Property & Casualty..., Risk Management, Commercial Insurance, Sales Operations, Underwriting, New Business Development, Marketing, Selling, Team Building, Business Development, Casualty, Workers Compensation, Leadership, Budgets, Cold Calling, Commercial Lines, Professional Liability, Liability, Training, Legal Liability, Claim, General Insurance, Brokers, Employment Practices..., Umbrella Insurance, Inland Marine, Account Management, CRM, D&O, Analysis, Excess, Casualty Insurance
Education
University of Houston 2000 — 2005
Bachelors of Business Administration, Finance and Marketing
Heather Park's BankDirect Capital Finance Experience January 2009 - Present
Job Vice President of Sales at BankDirect Capital Financing
Industry Financial Services
Experience
BankDirect Capital Finance January 2009 - Present
UPAC Insurance Finance October 2007 - December 2009
Farmers Insurance June 2005 - October 2007
Allstate Insurance February 2004 - June 2005
University of Washingon September 2002 - June 2004
Education
University of Washington 2002 — 2004
Bachelor, Environmental Sciences
Tacoma Community College 2001 — 2002
Paralegal, Paralegal Program
Tacoma Community College 1999 — 2001
Associates Degree, Science
Intellipas
Insurance Licenses; Property, Causalty, Life, Disability
BankDirect Capital Finance January 2009 - Present
UPAC Insurance Finance October 2007 - December 2009
Farmers Insurance June 2005 - October 2007
Allstate Insurance February 2004 - June 2005
University of Washingon September 2002 - June 2004
Education
University of Washington 2002 — 2004
Bachelor, Environmental Sciences
Tacoma Community College 2001 — 2002
Paralegal, Paralegal Program
Tacoma Community College 1999 — 2001
Associates Degree, Science
Intellipas
Insurance Licenses; Property, Causalty, Life, Disability
David Rudolph David Rudolph's BankDirect Capital Finance Experience June 2011 - Present
Job Senior Vice President, Business Development at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance June 2011 - Present
AFCO Credit Corporation February 2009 - June 2011
Cananwill Premium Funding July 1999 - February 2009
Skills
Insurance, CRM, Team Leadership, Process Improvement, Underwriting, Commercial Insurance, Sales Management, Salesforce.com, Property & Casualty..., Financial Analysis, Microsoft Office, Brokers, Management, Account Management, Liability, Professional Liability, Risk Management, Sales, Workers Compensation
Education
Millikin University 1995 — 1999
BankDirect Capital Finance June 2011 - Present
AFCO Credit Corporation February 2009 - June 2011
Cananwill Premium Funding July 1999 - February 2009
Skills
Insurance, CRM, Team Leadership, Process Improvement, Underwriting, Commercial Insurance, Sales Management, Salesforce.com, Property & Casualty..., Financial Analysis, Microsoft Office, Brokers, Management, Account Management, Liability, Professional Liability, Risk Management, Sales, Workers Compensation
Education
Millikin University 1995 — 1999
Melissa Larson's BankDirect Capital Finance Experience March 2011 - January 2014
Job Attended Illinois State University
Industry
Experience
AccuQuest Hearing Centers December 2014 - Present
Peak Campus Companies April 2014 - August 2014
ISU Disability Concerns January 2011 - May 2014
BankDirect Capital Finance March 2011 - January 2014
Skills
Higher Education, Microsoft Excel, Interpersonal..., Microsoft Word, Leadership, Time Management, Social Media
Education
Illinois State University 2010 — 2014
Bachelor of Science (B.S.), Communication Sciences and Disorders
AccuQuest Hearing Centers December 2014 - Present
Peak Campus Companies April 2014 - August 2014
ISU Disability Concerns January 2011 - May 2014
BankDirect Capital Finance March 2011 - January 2014
Skills
Higher Education, Microsoft Excel, Interpersonal..., Microsoft Word, Leadership, Time Management, Social Media
Education
Illinois State University 2010 — 2014
Bachelor of Science (B.S.), Communication Sciences and Disorders
Brice Geoffrion Brice Geoffrion's BankDirect Capital Finance Experience June 2012 - August 2012
Job Risk Analyst at Beecher Carlson
Industry Insurance
Experience
Beecher Carlson June 2015 - Present
ASPwebhosting November 2014 - June 2015
Beecher Carlson June 2013 - July 2013
BankDirect Capital Finance June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Research, Social Media, Strategic Planning, Facebook, Leadership, Time Management, Social Networking, Fundraising, Social Media Marketing, Management, Public Speaking, Teamwork, Sales
Education
University of Alabama in Huntsville 2010 — 2014
Bachelor's degree, Finance, Investments and Financial Institutions, Senior
Culver Military Academy 2005 — 2009
High School
Beecher Carlson June 2015 - Present
ASPwebhosting November 2014 - June 2015
Beecher Carlson June 2013 - July 2013
BankDirect Capital Finance June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Research, Social Media, Strategic Planning, Facebook, Leadership, Time Management, Social Networking, Fundraising, Social Media Marketing, Management, Public Speaking, Teamwork, Sales
Education
University of Alabama in Huntsville 2010 — 2014
Bachelor's degree, Finance, Investments and Financial Institutions, Senior
Culver Military Academy 2005 — 2009
High School
Anthony Hanes Anthony Hanes's BankDirect Capital Finance Experience November 2009 - Present
Job EVP SALES & MARKETING at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance November 2009 - Present
BIC Finance (Acquired by BankDirect Capital - Nov. 2009) November 2005 - November 2009
Cananwill Premium Funding October 2002 - November 2005
Wilson Learning Worldwide January 2000 - October 2002
Citigroup September 1993 - December 1999
Skills
Team Leadership, Sales Management, Profit Maximization, Insurance, Strategic Planning, Marketing Strategy, New Business Development, Team Building, Negotiation, Consultative Selling, Business Strategy, P&L Management, Financial Analysis, Selling, Management, Leadership, Direct Sales, Sales, Executive Management, Finance, Brokers, Forecasting, Banking, Casualty, CRM, Strategy, Training, Salesforce.com, Business Development, Underwriting, Financial Services, Pricing, Investments, Risk Management, Account Management, Professional Liability, Marketing, D&O, Property & Casualty..., Workers Compensation, Commercial Insurance, Legal Liability, Mergers & Acquisitions
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance, International Business
University of Scranton 1987 — 1991
B.S., Finance
BankDirect Capital Finance November 2009 - Present
BIC Finance (Acquired by BankDirect Capital - Nov. 2009) November 2005 - November 2009
Cananwill Premium Funding October 2002 - November 2005
Wilson Learning Worldwide January 2000 - October 2002
Citigroup September 1993 - December 1999
Skills
Team Leadership, Sales Management, Profit Maximization, Insurance, Strategic Planning, Marketing Strategy, New Business Development, Team Building, Negotiation, Consultative Selling, Business Strategy, P&L Management, Financial Analysis, Selling, Management, Leadership, Direct Sales, Sales, Executive Management, Finance, Brokers, Forecasting, Banking, Casualty, CRM, Strategy, Training, Salesforce.com, Business Development, Underwriting, Financial Services, Pricing, Investments, Risk Management, Account Management, Professional Liability, Marketing, D&O, Property & Casualty..., Workers Compensation, Commercial Insurance, Legal Liability, Mergers & Acquisitions
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance, International Business
University of Scranton 1987 — 1991
B.S., Finance
Jeffrey Schmitz, CPCU Jeffrey Schmitz, CPCU's BankDirect Capital Finance Experience September 2007 - Present
Job Vice President at Bank Direct Capital Finance
Industry Insurance
Experience
BankDirect Capital Finance September 2007 - Present
UPAC Premium Finance December 2006 - September 2007
AIG 1991 - 1995
Frank B. Hall & Co. 1987 - 1989
Skills
Premium Financing, Underwriting, Commercial Insurance, Insurance, Brokers, Property & Casualty..., New Business Development, Team Building, Commercial Lines, Sales Management
Education
Hofstra University 1985 — 1987
B.A., Finance
BankDirect Capital Finance September 2007 - Present
UPAC Premium Finance December 2006 - September 2007
AIG 1991 - 1995
Frank B. Hall & Co. 1987 - 1989
Skills
Premium Financing, Underwriting, Commercial Insurance, Insurance, Brokers, Property & Casualty..., New Business Development, Team Building, Commercial Lines, Sales Management
Education
Hofstra University 1985 — 1987
B.A., Finance
Brian Soder's BankDirect Capital Finance Experience January 2006 - May 2015
Job SVP National Accounts at AFS/IBEX... A Division of MetaBank
Industry Banking
Experience
AFS/IBEX a division of Metabank® May 2015 - Present
BankDirect Capital Finance January 2006 - May 2015
Skills
Insurance Brokerage, Credit, New Business Development, Bonds, Marketing Strategy, Risk Management, Building Relationships, Underwriting, Retention Strategies, Portfolio Management, Syndications, Commercial Insurance, Sales Process, Property & Casualty..., Financial Risk, Business Development, Workers Compensation, Insurance, Loans
Education
Rutgers University – Camden 1995 — 1999
Bachelors of Science, Finance
AFS/IBEX a division of Metabank® May 2015 - Present
BankDirect Capital Finance January 2006 - May 2015
Skills
Insurance Brokerage, Credit, New Business Development, Bonds, Marketing Strategy, Risk Management, Building Relationships, Underwriting, Retention Strategies, Portfolio Management, Syndications, Commercial Insurance, Sales Process, Property & Casualty..., Financial Risk, Business Development, Workers Compensation, Insurance, Loans
Education
Rutgers University – Camden 1995 — 1999
Bachelors of Science, Finance
Anne Garsia, MBA Anne Garsia, MBA's BankDirect Capital Finance Experience May 2007 - Present
Job Cancellations/Collections at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance May 2007 - Present
Education
Molloy College 2009 — 2011
MBA, Management
St John's University 1981 — 1985
BA, English
BankDirect Capital Finance May 2007 - Present
Education
Molloy College 2009 — 2011
MBA, Management
St John's University 1981 — 1985
BA, English
Derek Wall's BankDirect Capital Finance Experience October 2005 - Present
Job Vice President, Sales at BankDirect Capital Finance
Industry Insurance
Experience
BankDirect Capital Finance October 2005 - Present
Cananwill Premium Funding March 2002 - October 2005
Mestek Inc. February 2000 - September 2001
Skills
Salesforce.com, Marketing Strategy, Full P&L Responsibility, Portfolio Management, New Business Development, PPC, Cross-functional Team..., Product Management, Strategic Leadership, Commercial Lending, Account Management, Premium Financing, Risk Management, Insurance, P&L Management, Sales, Business Development, Sales Operations, Sales Management, Workers Compensation, Relationship Management, Underwriting, Commercial Lines, Selling, Professional Liability, Property & Casualty..., Direct Sales, Legal Liability, Commercial Insurance, D&O, Insurance Brokerage, General Insurance, Captives
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
BS
North Penn High School 1992 — 1995
BankDirect Capital Finance October 2005 - Present
Cananwill Premium Funding March 2002 - October 2005
Mestek Inc. February 2000 - September 2001
Skills
Salesforce.com, Marketing Strategy, Full P&L Responsibility, Portfolio Management, New Business Development, PPC, Cross-functional Team..., Product Management, Strategic Leadership, Commercial Lending, Account Management, Premium Financing, Risk Management, Insurance, P&L Management, Sales, Business Development, Sales Operations, Sales Management, Workers Compensation, Relationship Management, Underwriting, Commercial Lines, Selling, Professional Liability, Property & Casualty..., Direct Sales, Legal Liability, Commercial Insurance, D&O, Insurance Brokerage, General Insurance, Captives
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1999
BS
North Penn High School 1992 — 1995
Mark Badolato's BankDirect Capital Finance Experience June 2011 - Present
Job Senior Vice President, Sales at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance June 2011 - Present
Standard Funding Corp. August 1997 - June 2011
PROMPT Finance/PFS 1994 - 1997
Lloyds Credit Corp. (AMGRO, Inc.) 1984 - 1994
CUPAC (Subsidiary of Commerical Union) 1981 - 1984
TIFCO (Subsidiary of Alexander & Alexander) 1979 - 1981
Skills
Commercial Insurance, Business Strategy, Underwriting, Banking
Education
Georgetown University 1971 — 1975
BSBA, Management
Brooklyn Prep 1967 — 1971
HS Diploma
BankDirect Capital Finance June 2011 - Present
Standard Funding Corp. August 1997 - June 2011
PROMPT Finance/PFS 1994 - 1997
Lloyds Credit Corp. (AMGRO, Inc.) 1984 - 1994
CUPAC (Subsidiary of Commerical Union) 1981 - 1984
TIFCO (Subsidiary of Alexander & Alexander) 1979 - 1981
Skills
Commercial Insurance, Business Strategy, Underwriting, Banking
Education
Georgetown University 1971 — 1975
BSBA, Management
Brooklyn Prep 1967 — 1971
HS Diploma
Brigid Conarchy Martin's BankDirect Capital Finance Experience September 2006 - February 2011
Job Program Development
Industry Retail
Experience
Walgreens June 2015 - Present
Walgreens February 2013 - May 2015
Walgreens February 2011 - February 2013
BankDirect Capital Finance September 2006 - February 2011
Cherry Creek Mortgage May 2006 - September 2006
Majestic Mortgage Corp June 2001 - May 2006
Skills
Strategic Planning, Leadership, Microsoft Excel, GIS, Cold Calling, Public Speaking, Marketing Strategy, Marketing, Sales Operations, Teamwork, Employee Benefits, Program Management, Team Building, Forecasting, Time Management, Sales, Salesforce.com, Management, Analysis, Strategy, Research, Event Planning, Microsoft Word, Microsoft Office, Team Leadership, Customer Service, Account Management, PowerPoint
Education
Dominican University 2008 — 2009
Master of Science in Organizational Leadership, Organizational Change, Strategic Planning and Women's Leadership
Dominican University 2001 — 2008
Bachelor of Science in Organizational Leadership, Organizational Change, Strategic Planning and Leadership Theories
St. Norbert College 1997 — 2001
Theology and Philosophy
Carmel
Walgreens June 2015 - Present
Walgreens February 2013 - May 2015
Walgreens February 2011 - February 2013
BankDirect Capital Finance September 2006 - February 2011
Cherry Creek Mortgage May 2006 - September 2006
Majestic Mortgage Corp June 2001 - May 2006
Skills
Strategic Planning, Leadership, Microsoft Excel, GIS, Cold Calling, Public Speaking, Marketing Strategy, Marketing, Sales Operations, Teamwork, Employee Benefits, Program Management, Team Building, Forecasting, Time Management, Sales, Salesforce.com, Management, Analysis, Strategy, Research, Event Planning, Microsoft Word, Microsoft Office, Team Leadership, Customer Service, Account Management, PowerPoint
Education
Dominican University 2008 — 2009
Master of Science in Organizational Leadership, Organizational Change, Strategic Planning and Women's Leadership
Dominican University 2001 — 2008
Bachelor of Science in Organizational Leadership, Organizational Change, Strategic Planning and Leadership Theories
St. Norbert College 1997 — 2001
Theology and Philosophy
Carmel
Kathryn Gentry's BankDirect Capital Finance Experience May 2009 - August 2010
Job Project Engineer at DPR Construction
Industry Construction
Experience
DPR Construction July 2012 - Present
Walt Disney World August 2010 - May 2012
DPR Construction, Inc. May 2011 - August 2011
Walt Disney World January 2010 - August 2010
BankDirect Capital Finance May 2009 - August 2010
Distinguished Stone Works May 2008 - August 2008
Skills
Adobe Creative Suite, AutoCAD, Construction Management, Revit, Change Orders
Education
Purdue University 2008 — 2012
Bachelor degree, Computer Graphics Technology
DPR Construction July 2012 - Present
Walt Disney World August 2010 - May 2012
DPR Construction, Inc. May 2011 - August 2011
Walt Disney World January 2010 - August 2010
BankDirect Capital Finance May 2009 - August 2010
Distinguished Stone Works May 2008 - August 2008
Skills
Adobe Creative Suite, AutoCAD, Construction Management, Revit, Change Orders
Education
Purdue University 2008 — 2012
Bachelor degree, Computer Graphics Technology
Megan Donohue Cohen's BankDirect Capital Finance Experience November 2009 - Present
Job Senior Account Executive at BankDirectCapital Finance
Industry Financial Services
Experience
BankDirect Capital Finance November 2009 - Present
BIC Finance June 2002 - November 2009
Skills
Commercial Insurance, Selling, Customer Service, Account Management, Insurance, Microsoft Excel, Microsoft Word, Sales Management, Underwriting, Property, Professional Liability, Risk Management, Casualty, Casualty Insurance, Marketing, Sales
Education
Molloy College 2003 — 2007
BA, English, Secondary Education
BankDirect Capital Finance November 2009 - Present
BIC Finance June 2002 - November 2009
Skills
Commercial Insurance, Selling, Customer Service, Account Management, Insurance, Microsoft Excel, Microsoft Word, Sales Management, Underwriting, Property, Professional Liability, Risk Management, Casualty, Casualty Insurance, Marketing, Sales
Education
Molloy College 2003 — 2007
BA, English, Secondary Education
David Fleissner, MBA's BankDirect Capital Finance Experience July 2011 - June 2014
Job Account Executive, First Insurance Funding, Life Division
Industry Insurance
Experience
FIRST Insurance Funding Corp June 2014 - Present
BankDirect Capital Finance July 2011 - June 2014
Standard Funding Corp June 2007 - July 2011
Skills
Business Strategy, Customer Service, Risk Management, Commercial Insurance, Sales Management, Property & Casualty..., Finance, Professional Liability, Underwriting, Financial Analysis, Account Management, Analysis, Insurance, Management, Workers Compensation, New Business Development
Education
Molloy College 2006 — 2008
M.B.A, Management, 3.8
State University of New York College at Old Westbury 2000 — 2004
Bachelor's Degree, Mangement Information Systems, 3.3
FIRST Insurance Funding Corp June 2014 - Present
BankDirect Capital Finance July 2011 - June 2014
Standard Funding Corp June 2007 - July 2011
Skills
Business Strategy, Customer Service, Risk Management, Commercial Insurance, Sales Management, Property & Casualty..., Finance, Professional Liability, Underwriting, Financial Analysis, Account Management, Analysis, Insurance, Management, Workers Compensation, New Business Development
Education
Molloy College 2006 — 2008
M.B.A, Management, 3.8
State University of New York College at Old Westbury 2000 — 2004
Bachelor's Degree, Mangement Information Systems, 3.3
Rob Morell's BankDirect Capital Finance Experience September 2005 - Present
Job Vice President, Sales New England at BankDirect Capital Finance
Industry Insurance
Experience
BankDirect Capital Finance September 2005 - Present
Education
Central Connecticut State University
David Glasgow Farragut HS
BankDirect Capital Finance September 2005 - Present
Education
Central Connecticut State University
David Glasgow Farragut HS
Jennifer Pulgrano's BankDirect Capital Finance Experience June 2011 - Present
Job Vice President, Sales at BankDirect Capital Finance
Industry Insurance
Experience
BankDirect Capital Finance June 2011 - Present
Standard Funding October 2006 - June 2011
Standard Funding August 2002 - October 2006
Education
Long Island University, C.W. Post Campus
BankDirect Capital Finance June 2011 - Present
Standard Funding October 2006 - June 2011
Standard Funding August 2002 - October 2006
Education
Long Island University, C.W. Post Campus
Stephen Gentry's BankDirect Capital Finance Experience April 2008 - Present
Job Sr. Executive Vice President & CFO, President AIS
Industry Financial Services
Experience
BankDirect Capital Finance April 2008 - Present
N-1 Technologies 2004 - 2008
Deutsche Financial Services 1995 - 2004
Whirlpool Financial Corporation 1984 - 1994
Skills
Commercial Lending, Account Management, Accounting, Asset Based Lending, Banking, Business Strategy, Capital Markets, Commercial Banking, Commercial Insurance, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Customer Service, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Forecasting, Insurance, Internal Controls, Leadership, Loans, Management, Managerial Finance, Marketing, Marketing Strategy, Mergers, P, Portfolio Management, Premium Financing, Process Improvement, Property, Risk Management, Sales Management, Strategic Financial..., Strategic Planning, Structured Finance, Underwriting, Workers Compensation
Education
Western Michigan University 1982 — 1986
Master of Business Administration (MBA), Finance Concentration
Central Michigan University 1976 — 1980
Bachelor of Science (B.S.) Business Administration, Accounting Major, Math Minor
BankDirect Capital Finance April 2008 - Present
N-1 Technologies 2004 - 2008
Deutsche Financial Services 1995 - 2004
Whirlpool Financial Corporation 1984 - 1994
Skills
Commercial Lending, Account Management, Accounting, Asset Based Lending, Banking, Business Strategy, Capital Markets, Commercial Banking, Commercial Insurance, Consumer Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Customer Service, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Financial Structuring, Forecasting, Insurance, Internal Controls, Leadership, Loans, Management, Managerial Finance, Marketing, Marketing Strategy, Mergers, P, Portfolio Management, Premium Financing, Process Improvement, Property, Risk Management, Sales Management, Strategic Financial..., Strategic Planning, Structured Finance, Underwriting, Workers Compensation
Education
Western Michigan University 1982 — 1986
Master of Business Administration (MBA), Finance Concentration
Central Michigan University 1976 — 1980
Bachelor of Science (B.S.) Business Administration, Accounting Major, Math Minor
Luther Grafe's BankDirect Capital Finance Experience June 2005 - Present
Job Senior Executive Vice President / Chief Operating Officer at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance June 2005 - Present
Skills
Insurance, Premium Financing, Portfolio Management, Financial Analysis, Risk Management
Education
Keller Graduate School of Management of DeVry University 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Aurora University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
BankDirect Capital Finance June 2005 - Present
Skills
Insurance, Premium Financing, Portfolio Management, Financial Analysis, Risk Management
Education
Keller Graduate School of Management of DeVry University 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Aurora University 1986 — 1990
Bachelor's degree, Business Administration and Management, General
Russell Cohen's BankDirect Capital Finance Experience July 2010 - Present
Job Risk Management Analyst
Industry Financial Services
Experience
BankDirect Capital Finance July 2010 - Present
BankDirect Capital Finance November 2009 - July 2010
Budget Installment Corp. September 2006 - November 2009
JoAnn Greene, CPA July 2006 - December 2007
M.D. Falk & Company, Inc. February 2003 - August 2006
Dowling College School of Business September 2004 - January 2006
Skills
Financial Analysis, Credit Analysis, Risk Management, Fraud Prevention, Premium Financing, Commercial Lending, Commercial Insurance, Collateral Management, Website Administration, Web Design, Customer Relations, Client Relationship..., Troubleshooting, Auditing, Profitability Analysis, Profitability..., Attention To Detail, Team Leadership, Team Motivator, Microsoft Office, Excel, Word, PowerPoint, Photoshop, HTML, JavaScript, OFAC, Microsoft Word, Customer Service, Microsoft Excel, Fraud, Credit, Finance
Education
Dowling College 2009 — 2010
MBA, Corporate Finance
Dowling College 2004 — 2006
BBA, Finance
Nassau Community College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
BankDirect Capital Finance July 2010 - Present
BankDirect Capital Finance November 2009 - July 2010
Budget Installment Corp. September 2006 - November 2009
JoAnn Greene, CPA July 2006 - December 2007
M.D. Falk & Company, Inc. February 2003 - August 2006
Dowling College School of Business September 2004 - January 2006
Skills
Financial Analysis, Credit Analysis, Risk Management, Fraud Prevention, Premium Financing, Commercial Lending, Commercial Insurance, Collateral Management, Website Administration, Web Design, Customer Relations, Client Relationship..., Troubleshooting, Auditing, Profitability Analysis, Profitability..., Attention To Detail, Team Leadership, Team Motivator, Microsoft Office, Excel, Word, PowerPoint, Photoshop, HTML, JavaScript, OFAC, Microsoft Word, Customer Service, Microsoft Excel, Fraud, Credit, Finance
Education
Dowling College 2009 — 2010
MBA, Corporate Finance
Dowling College 2004 — 2006
BBA, Finance
Nassau Community College 2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Craig Cheney's BankDirect Capital Finance Experience March 2012 - Present
Job Vice President Sales BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance March 2012 - Present
AFCO March 1986 - March 2012
Skills
Communicator, Asset, Salesforce.com
Education
Eastern New Mexico University 1969 — 1973
BBA, Finance
BankDirect Capital Finance March 2012 - Present
AFCO March 1986 - March 2012
Skills
Communicator, Asset, Salesforce.com
Education
Eastern New Mexico University 1969 — 1973
BBA, Finance
Robert Borrelli's BankDirect Capital Finance Experience June 2011 - Present
Job VP of New York Operations at BankDirect Capital Finance
Industry Financial Services
Experience
BankDirect Capital Finance June 2011 - Present
Standard Funding January 2000 - June 2011
Imperial A.I. Credit Corp July 1997 - January 2000
Skills
Analysis, Credit, Management, Banking, Auditing, Customer Service, Underwriting, Financial Analysis, Risk Management, Strategic Planning, Negotiation, Commercial Insurance, Property & Casualty..., Sales Management, Insurance
Education
Binghamton University 1994 — 1996
Master of Arts (MA), Economics
Binghamton University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Mount Saint Michael Academy 1985 — 1989
BankDirect Capital Finance June 2011 - Present
Standard Funding January 2000 - June 2011
Imperial A.I. Credit Corp July 1997 - January 2000
Skills
Analysis, Credit, Management, Banking, Auditing, Customer Service, Underwriting, Financial Analysis, Risk Management, Strategic Planning, Negotiation, Commercial Insurance, Property & Casualty..., Sales Management, Insurance
Education
Binghamton University 1994 — 1996
Master of Arts (MA), Economics
Binghamton University 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Mount Saint Michael Academy 1985 — 1989
Andi Connolly-Meyers's BankDirect Capital Finance Experience February 2006 - January 2010
Job Volunteer Coordinator at Women and Children's Horizons
Industry Civic & Social Organization
Experience
Women and Children's Horizons January 2010 - Present
BankDirect Capital Finance February 2006 - January 2010
Amica Mutual Insurance October 2003 - October 2005
Skills
Victim Services, Sexual Violence, Sexual Trauma, Abuse, Volunteer Management
Education
University of Wisconsin-Parkside 2006 — 2008
Bachelor of Arts (BA), Criminal Justice and Corrections
Minnesota State University, Mankato 2000 — 2003
Associate of Arts (A.A.), General Studies
Women and Children's Horizons January 2010 - Present
BankDirect Capital Finance February 2006 - January 2010
Amica Mutual Insurance October 2003 - October 2005
Skills
Victim Services, Sexual Violence, Sexual Trauma, Abuse, Volunteer Management
Education
University of Wisconsin-Parkside 2006 — 2008
Bachelor of Arts (BA), Criminal Justice and Corrections
Minnesota State University, Mankato 2000 — 2003
Associate of Arts (A.A.), General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY