Boston Portfolio Advisors, Inc.
Boston Portfolio Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Portfolio Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Boston Portfolio Advisors, Inc. Salaries. You can even request information on how much does Boston Portfolio Advisors, Inc. pay if you want to. Learn about salaries, pros and cons of working for Boston Portfolio Advisors, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Boston Portfolio Advisors, Inc. employees in database. Find out everything there's to know about Boston Portfolio Advisors, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Boston Portfolio Advisors, Inc. Employees
Employee
Years
Job
Industry
Gene Lezcano Gene Lezcano's Boston Portfolio Advisors, Inc. Experience February 2015 - Present
Job Financial Administrator at Boston Portfolio Advisors, Inc.
Industry Retail
Experience
Boston Portfolio Advisors, Inc. February 2015 - Present
Target June 2014 - January 2015
Target August 2013 - May 2014
G.L. Accounting, INC February 2012 - May 2014
Skills
Management, Executive Management, Inventory Control, Sales Operations, Customer Service, Guest Service Management, Accounts Payable, Accounts Receivable, Recruiting, College Recruiting, Driving Results, Executive Coaching, Relationship Management, Relationship Building, Vendor Management, Finance, Financial Management..., Financial Accounting, Financial Reporting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, PowerPoint, Time Management, Leadership, Microsoft Word, Microsoft Excel
Education
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance; Certificate in Banking
Boston Portfolio Advisors, Inc. February 2015 - Present
Target June 2014 - January 2015
Target August 2013 - May 2014
G.L. Accounting, INC February 2012 - May 2014
Skills
Management, Executive Management, Inventory Control, Sales Operations, Customer Service, Guest Service Management, Accounts Payable, Accounts Receivable, Recruiting, College Recruiting, Driving Results, Executive Coaching, Relationship Management, Relationship Building, Vendor Management, Finance, Financial Management..., Financial Accounting, Financial Reporting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, PowerPoint, Time Management, Leadership, Microsoft Word, Microsoft Excel
Education
Nova Southeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Florida International University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance; Certificate in Banking
Jeremy Reifsnyder Jeremy Reifsnyder's Boston Portfolio Advisors, Inc. Experience June 2012 - Present
Job Managing Director at Boston Portfolio Advisors, Inc.
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. June 2012 - Present
TLD Partners LLC 2008 - Present
Aquate Group Ltd. 2008 - 2010
Bear Stearns Asset Management 2005 - 2008
CIFG 2002 - 2005
MBIA 1997 - 2002
Deutsche Bank AG, New York 1992 - 1996
Continental Bank 1989 - 1992
Continental Bank, New England Representative Office 1985 - 1989
Societe Generale 1983 - 1985
Skills
Securitization, Capital Markets, Due Diligence, Securities, Investment Banking, Credit, Structured Finance, Risk Management, Financial Structuring, Derivatives, Corporate Finance, Restructuring, Finance, Banking, Insurance, Credit Risk, ABS, Strategic Planning, Expert Witness, Strategic Negotiations, Public Speaking, Emerging Markets, Private Equity, Asset Management, Project Finance, Financial Services, Loans, Structured Products, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Investments, Alternative Investments, Financial Modeling, Valuation, Bonds, Mortgage Lending
Education
Columbia University in the City of New York
BA, Political Science
Harvard University
MA, East Asian Studies
University of Pennsylvania - The Wharton School
MBA, Finance
Boston Portfolio Advisors, Inc. June 2012 - Present
TLD Partners LLC 2008 - Present
Aquate Group Ltd. 2008 - 2010
Bear Stearns Asset Management 2005 - 2008
CIFG 2002 - 2005
MBIA 1997 - 2002
Deutsche Bank AG, New York 1992 - 1996
Continental Bank 1989 - 1992
Continental Bank, New England Representative Office 1985 - 1989
Societe Generale 1983 - 1985
Skills
Securitization, Capital Markets, Due Diligence, Securities, Investment Banking, Credit, Structured Finance, Risk Management, Financial Structuring, Derivatives, Corporate Finance, Restructuring, Finance, Banking, Insurance, Credit Risk, ABS, Strategic Planning, Expert Witness, Strategic Negotiations, Public Speaking, Emerging Markets, Private Equity, Asset Management, Project Finance, Financial Services, Loans, Structured Products, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Management, Hedge Funds, Investments, Alternative Investments, Financial Modeling, Valuation, Bonds, Mortgage Lending
Education
Columbia University in the City of New York
BA, Political Science
Harvard University
MA, East Asian Studies
University of Pennsylvania - The Wharton School
MBA, Finance
Joshua Wydra's Boston Portfolio Advisors, Inc. Experience July 2013 - July 2015
Job Analyst at Deerpath Capital Management, LP
Industry Investment Management
Experience
Deerpath Capital Management, LP July 2015 - Present
Boston Portfolio Advisors, Inc. July 2013 - July 2015
Element Funding May 2011 - October 2012
Skills
Financial Analysis, Financial Forecasting, Real Estate Financing
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Deerpath Capital Management, LP July 2015 - Present
Boston Portfolio Advisors, Inc. July 2013 - July 2015
Element Funding May 2011 - October 2012
Skills
Financial Analysis, Financial Forecasting, Real Estate Financing
Education
Kennesaw State University - Michael J. Coles College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Kenneth Parzygnat Kenneth Parzygnat's Boston Portfolio Advisors, Inc. Experience January 2014 - Present
Job Chief Operating Officer at Boston Portfolio Advisors, Inc.
Industry Venture Capital & Private Equity
Experience
Boston Portfolio Advisors, Inc. January 2014 - Present
Boston Portfolio Advisors, Inc. February 2012 - December 2013
Comvest Capital LLC January 2011 - October 2011
The Comvest Group June 2007 - December 2010
Airline Spares America June 2006 - March 2007
LP Wholesale Services January 1994 - January 2006
AMR Combs FLL 1987 - 1994
Skills
Fund Accounting, Investments, Financial Planning, Valuation, Equities, Cash Flow, Financial Accounting, Cash Management, Private Equity, Alternative Investments, Loans, Financial Modeling, Analysis, Capital Markets, Asset Management, Due Diligence, Hedge Funds, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Strategy, Corporate Finance, Credit, Financial Reporting
Education
Florida International University 1989 — 1994
Bachelor, Finance
Boston Portfolio Advisors, Inc. January 2014 - Present
Boston Portfolio Advisors, Inc. February 2012 - December 2013
Comvest Capital LLC January 2011 - October 2011
The Comvest Group June 2007 - December 2010
Airline Spares America June 2006 - March 2007
LP Wholesale Services January 1994 - January 2006
AMR Combs FLL 1987 - 1994
Skills
Fund Accounting, Investments, Financial Planning, Valuation, Equities, Cash Flow, Financial Accounting, Cash Management, Private Equity, Alternative Investments, Loans, Financial Modeling, Analysis, Capital Markets, Asset Management, Due Diligence, Hedge Funds, Portfolio Management, Risk Management, Mergers & Acquisitions, Finance, Strategy, Corporate Finance, Credit, Financial Reporting
Education
Florida International University 1989 — 1994
Bachelor, Finance
M. J. Jackson M. J. Jackson's Boston Portfolio Advisors, Inc. Experience December 2013 - January 2015
Job Financial Operational Risk Anti Money Laundering Analyst
Industry Financial Services
Experience
Financial March 2015 - Present
Boston Portfolio Advisors, Inc. December 2013 - January 2015
Millennium Portfolio December 2010 - January 2011
Citi 1999 - 2004
Skills
Bank Secrecy Act, Banking, AML, Know Your Customer - KYC, OFAC, Financial Risk, Reputational Risk, Retail Banking, USA PATRIOT Act
Education
University of North Texas
Financial March 2015 - Present
Boston Portfolio Advisors, Inc. December 2013 - January 2015
Millennium Portfolio December 2010 - January 2011
Citi 1999 - 2004
Skills
Bank Secrecy Act, Banking, AML, Know Your Customer - KYC, OFAC, Financial Risk, Reputational Risk, Retail Banking, USA PATRIOT Act
Education
University of North Texas
Steve Campo Steve Campo's Boston Portfolio Advisors, Inc. Experience April 2013 - Present
Job Managing Director at Boston Portfolio Advisors, Inc.
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. April 2013 - Present
SeaView Advisors, LLC April 2010 - Present
Paladin Advisors, LLC October 2010 - December 2012
Westwood Capital May 2009 - April 2010
Ernst & Young LLP 1999 - 2009
MBIA 1984 - 1999
Skills
Structured Finance, Securitization, Capital Markets, Credit, Mortgage, Risk Management, Due Diligence, Finance, Mortgage Lending, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Risk, Investment Banking, Banking, Credit Risk, Fixed Income, Financial Services, Corporate Finance, Financial Structuring, Asset Management, Loans, Hedge Funds
Education
Fairleigh Dickinson University 1970 — 1974
BS, Accounting
Boston Portfolio Advisors, Inc. April 2013 - Present
SeaView Advisors, LLC April 2010 - Present
Paladin Advisors, LLC October 2010 - December 2012
Westwood Capital May 2009 - April 2010
Ernst & Young LLP 1999 - 2009
MBIA 1984 - 1999
Skills
Structured Finance, Securitization, Capital Markets, Credit, Mortgage, Risk Management, Due Diligence, Finance, Mortgage Lending, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Risk, Investment Banking, Banking, Credit Risk, Fixed Income, Financial Services, Corporate Finance, Financial Structuring, Asset Management, Loans, Hedge Funds
Education
Fairleigh Dickinson University 1970 — 1974
BS, Accounting
Walter K. Lee Walter K. Lee's Boston Portfolio Advisors, Inc. Experience December 2013 - September 2014
Job Document Control Specialist at Nationstar Mortgage
Industry Banking
Experience
Nationstar Mortgage June 2015 - Present
Boston Portfolio Advisors, Inc. December 2013 - September 2014
Small Business Administration February 2013 - May 2013
Solomon Edwards Group January 2012 - January 2013
Newbold Advisors September 2011 - December 2011
Fannie Mae August 2010 - August 2011
Mortgage Guarantee Insurance Services-MGIC May 2008 - June 2010
Education
Texas Tech University 2015 — 2017
Bachelor of Arts (B.A.), Human Development and Family Studies
Christ for the Nations College
Associate of Arts, Theology & Counseling Degree
Nationstar Mortgage June 2015 - Present
Boston Portfolio Advisors, Inc. December 2013 - September 2014
Small Business Administration February 2013 - May 2013
Solomon Edwards Group January 2012 - January 2013
Newbold Advisors September 2011 - December 2011
Fannie Mae August 2010 - August 2011
Mortgage Guarantee Insurance Services-MGIC May 2008 - June 2010
Education
Texas Tech University 2015 — 2017
Bachelor of Arts (B.A.), Human Development and Family Studies
Christ for the Nations College
Associate of Arts, Theology & Counseling Degree
Renata Roberson Renata Roberson's Boston Portfolio Advisors, Inc. Experience April 2011 - August 2012
Job Purser Flight Attendant
Industry Airlines/Aviation
Experience
American Airlines June 2013 - Present
Boston Portfolio Advisors, Inc. April 2011 - August 2012
Mary Kay Cosmetics May 2002 - January 2007
Envirotainer August 2005 - February 2006
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Native Portuguese..., Event Planning, Financial Analysis, Leadership, Management, Marketing, Outlook, Research, Sales, Spanish, Time Management, Training, Team Building, Team Leadership, Public Relations
Education
Florida Atlantic University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Palm Beach State College 2007 — 2009
Associate of Arts (A.A.)
Palm Beach State College
Associate of Arts (A.A.), Business Administration and Management, General
American Airlines June 2013 - Present
Boston Portfolio Advisors, Inc. April 2011 - August 2012
Mary Kay Cosmetics May 2002 - January 2007
Envirotainer August 2005 - February 2006
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Microsoft Word, Native Portuguese..., Event Planning, Financial Analysis, Leadership, Management, Marketing, Outlook, Research, Sales, Spanish, Time Management, Training, Team Building, Team Leadership, Public Relations
Education
Florida Atlantic University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Palm Beach State College 2007 — 2009
Associate of Arts (A.A.)
Palm Beach State College
Associate of Arts (A.A.), Business Administration and Management, General
Peter Gibbs's Boston Portfolio Advisors, Inc. Experience June 2015 - Present
Job Financial Analyst and Data Engineer
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. June 2015 - Present
Acuitive Solutions May 2014 - May 2015
Good Shepherd Rehabilitation Network September 2014 - January 2015
Enterprise Systems Center - Lehigh University May 2013 - December 2013
Enterprise Systems Center - Lehigh University May 2012 - August 2012
Enterprise Systems Center - Lehigh University May 2012 - August 2012
Skills
Leadership, Data Analysis, Data Mining, Big Data, Portfolio Management, Valuation Modeling, Statistics, Microsoft Office, Optimization, Operations Research, Demand Forecasting, Time Series Analysis, Inventory Management, AutoCAD
Education
Lehigh University 2011 — 2015
Bachelor of Science, Industrial and Systems Engineering
Boston Portfolio Advisors, Inc. June 2015 - Present
Acuitive Solutions May 2014 - May 2015
Good Shepherd Rehabilitation Network September 2014 - January 2015
Enterprise Systems Center - Lehigh University May 2013 - December 2013
Enterprise Systems Center - Lehigh University May 2012 - August 2012
Enterprise Systems Center - Lehigh University May 2012 - August 2012
Skills
Leadership, Data Analysis, Data Mining, Big Data, Portfolio Management, Valuation Modeling, Statistics, Microsoft Office, Optimization, Operations Research, Demand Forecasting, Time Series Analysis, Inventory Management, AutoCAD
Education
Lehigh University 2011 — 2015
Bachelor of Science, Industrial and Systems Engineering
Jennifer Traveis's Boston Portfolio Advisors, Inc. Experience September 2013 - Present
Job Legal Administrator at Boston Portfolio Advisors, Inc.
Industry Law Practice
Experience
Boston Portfolio Advisors, Inc. September 2013 - Present
Committee for Public Counsel Services September 2012 - December 2012
Law Office Of The Broward County Public Defender June 2012 - August 2012
New England Law Boston Clinical Law Office January 2012 - May 2012
Florida Department of Juvenile Justice June 2011 - August 2011
Skills
Legal Writing, Microsoft Office, Legal Research, Microsoft Word, Customer Service, Research, Teamwork, English, Westlaw, PowerPoint, Social Media, Public Speaking, Microsoft Excel
Education
New England School of Law 2010 — 2013
Doctor of Law (J.D.)
Florida Atlantic University 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice - Minor: Political Science
Boston Portfolio Advisors, Inc. September 2013 - Present
Committee for Public Counsel Services September 2012 - December 2012
Law Office Of The Broward County Public Defender June 2012 - August 2012
New England Law Boston Clinical Law Office January 2012 - May 2012
Florida Department of Juvenile Justice June 2011 - August 2011
Skills
Legal Writing, Microsoft Office, Legal Research, Microsoft Word, Customer Service, Research, Teamwork, English, Westlaw, PowerPoint, Social Media, Public Speaking, Microsoft Excel
Education
New England School of Law 2010 — 2013
Doctor of Law (J.D.)
Florida Atlantic University 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice - Minor: Political Science
William Steadman's Boston Portfolio Advisors, Inc. Experience April 2015 - Present
Job Financial Analyst/ Portfolio Management at Boston Portfolio Advisors, Inc.
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. April 2015 - Present
Keiser University October 2011 - Present
Keiser University College of Golf August 2010 - October 2011
Parsons June 2010 - August 2010
Skills
Public Speaking, Higher Education, Research, Nonprofits, PowerPoint, Marketing, Community Outreach, Interviews, Event Planning, Fundraising, Leadership, Facebook, Social Media, Process Improvement, Analysis
Education
University of Alabama 2006 — 2010
Bachelors, Management
Boston Portfolio Advisors, Inc. April 2015 - Present
Keiser University October 2011 - Present
Keiser University College of Golf August 2010 - October 2011
Parsons June 2010 - August 2010
Skills
Public Speaking, Higher Education, Research, Nonprofits, PowerPoint, Marketing, Community Outreach, Interviews, Event Planning, Fundraising, Leadership, Facebook, Social Media, Process Improvement, Analysis
Education
University of Alabama 2006 — 2010
Bachelors, Management
Fabian Joseph's Boston Portfolio Advisors, Inc. Experience January 2010 - Present
Job Business Consultant
Industry Real Estate
Experience
Boston Portfolio Advisors, Inc. January 2010 - Present
Federal Reserve Bank Philadelphia August 2006 - December 2008
GE Capital Mortgage 1998 - 2000
Education
Pace University 1977 — 1981
B.B.A., Marketing, Finance
Boston Portfolio Advisors, Inc. January 2010 - Present
Federal Reserve Bank Philadelphia August 2006 - December 2008
GE Capital Mortgage 1998 - 2000
Education
Pace University 1977 — 1981
B.B.A., Marketing, Finance
Desiree Daly's Boston Portfolio Advisors, Inc. Experience May 2002 - Present
Job Chief Credit Officer at Boston Portfolio Advisors, Inc.
Industry Capital Markets
Experience
Boston Portfolio Advisors, Inc. May 2002 - Present
Skills
Credit, Credit Risk, Asset Management, Due Diligence, Portfolio Management, Loans, Financial Risk, Financial Services, Risk Assessment, Mortgage Lending, Finance, Analysis, Underwriting, Banking, Loan Origination
Education
Mary Baldwin College
BA, Business Administration
Nova Southeastern University
MBA, Finance
SCS
Boston Portfolio Advisors, Inc. May 2002 - Present
Skills
Credit, Credit Risk, Asset Management, Due Diligence, Portfolio Management, Loans, Financial Risk, Financial Services, Risk Assessment, Mortgage Lending, Finance, Analysis, Underwriting, Banking, Loan Origination
Education
Mary Baldwin College
BA, Business Administration
Nova Southeastern University
MBA, Finance
SCS
Bruce Nimhauser's Boston Portfolio Advisors, Inc. Experience July 2014 - March 2015
Job Experienced Mortgage and Collections Professional
Industry Capital Markets
Experience
Consultant May 2015 - Present
Boston Portfolio Advisors, Inc. July 2014 - March 2015
Bayview Financial October 2007 - June 2014
Sterne Agee April 2006 - August 2007
BB&T Capital Markets 2001 - 2006
Advest, Inc. 1999 - 2001
Banco Santander September 1989 - June 1994
CS First Boston 1982 - 1988
Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management
Education
Hofstra University
BBA, Finance
Consultant May 2015 - Present
Boston Portfolio Advisors, Inc. July 2014 - March 2015
Bayview Financial October 2007 - June 2014
Sterne Agee April 2006 - August 2007
BB&T Capital Markets 2001 - 2006
Advest, Inc. 1999 - 2001
Banco Santander September 1989 - June 1994
CS First Boston 1982 - 1988
Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management
Education
Hofstra University
BBA, Finance
Sam Corrigan's Boston Portfolio Advisors, Inc. Experience March 2012 - March 2013
Job Senior Business Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Advisor Services March 2013 - Present
Boston Portfolio Advisors, Inc. March 2012 - March 2013
TERI June 2008 - March 2012
The First Marblehead Corporation 2005 - 2008
State Street September 2000 - November 2004
Skills
Project Management, Operations Improvement, Business Analysis, Analytics, Business Intelligence, Risk Management, Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Credit, Financial Modeling
Education
Harvard University 2008 — 2010
MA, Management
Boston University 2011 — 2011
Commercial Real Estate Management
George Mason University 1995 — 1999
BS, Marketing
South Kent School 1993 — 1995
St. Lukes School 1988 — 1993
Charles Schwab Advisor Services March 2013 - Present
Boston Portfolio Advisors, Inc. March 2012 - March 2013
TERI June 2008 - March 2012
The First Marblehead Corporation 2005 - 2008
State Street September 2000 - November 2004
Skills
Project Management, Operations Improvement, Business Analysis, Analytics, Business Intelligence, Risk Management, Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Credit, Financial Modeling
Education
Harvard University 2008 — 2010
MA, Management
Boston University 2011 — 2011
Commercial Real Estate Management
George Mason University 1995 — 1999
BS, Marketing
South Kent School 1993 — 1995
St. Lukes School 1988 — 1993
E. McDonald James's Boston Portfolio Advisors, Inc. Experience March 2014 - April 2014
Job Forensic Compliance Analyst at The Oakleaf Group
Industry Financial Services
Experience
The Oakleaf Group February 2015 - Present
The Oakleaf Group February 2015 - Present
TRELIANT RISK ADVISORS May 2014 - January 2015
BOSTON PORTFOLIO ADVISORS, INC. March 2014 - April 2014
Cognitive Options Group, LLC March 2013 - February 2014
SolomonEdwardsGroup, LLC September 2011 - March 2013
The Corvus Group, Inc March 2009 - August 2011
AAL, P.C. July 2008 - February 2009
DEVAL LLC August 2008 - November 2008
T. Curtis & Company, PC April 2008 - May 2008
Skills
Cash Management, Financial Analysis, Contract Negotiation, Mortgage Lending, Due Diligence, Loans, Forensic Analysis, Banking & Financial..., Asset Management, Project & Financial..., Financial & Regulatory..., Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Real Estate, Financial Services, Finance, Credit Risk, Auditing, Loss Mitigation, Risk Management, Loan Origination, Credit, Commercial Lending, Underwriting, Valuation, Commercial Mortgages, Credit Analysis, Loan Servicing, Funding, Commercial Real Estate, Real Estate Economics, Financial Risk, Refinance, Residential Mortgages, Investments, FHA, Default, Foreclosures, Loan Modifications, Financial Structuring, Mortgage Servicing, Real Estate Financing, Commercial Banking, Securitization, CMBS, VA loans, Consumer Lending, Structured Finance
Education
Howard University 1975 — 1979
BS, Economics
Morehouse College 1974 — 1975
The Oakleaf Group February 2015 - Present
The Oakleaf Group February 2015 - Present
TRELIANT RISK ADVISORS May 2014 - January 2015
BOSTON PORTFOLIO ADVISORS, INC. March 2014 - April 2014
Cognitive Options Group, LLC March 2013 - February 2014
SolomonEdwardsGroup, LLC September 2011 - March 2013
The Corvus Group, Inc March 2009 - August 2011
AAL, P.C. July 2008 - February 2009
DEVAL LLC August 2008 - November 2008
T. Curtis & Company, PC April 2008 - May 2008
Skills
Cash Management, Financial Analysis, Contract Negotiation, Mortgage Lending, Due Diligence, Loans, Forensic Analysis, Banking & Financial..., Asset Management, Project & Financial..., Financial & Regulatory..., Mortgage Underwriting, Portfolio Management, Banking, Mortgage Banking, Real Estate, Financial Services, Finance, Credit Risk, Auditing, Loss Mitigation, Risk Management, Loan Origination, Credit, Commercial Lending, Underwriting, Valuation, Commercial Mortgages, Credit Analysis, Loan Servicing, Funding, Commercial Real Estate, Real Estate Economics, Financial Risk, Refinance, Residential Mortgages, Investments, FHA, Default, Foreclosures, Loan Modifications, Financial Structuring, Mortgage Servicing, Real Estate Financing, Commercial Banking, Securitization, CMBS, VA loans, Consumer Lending, Structured Finance
Education
Howard University 1975 — 1979
BS, Economics
Morehouse College 1974 — 1975
Gene Wetzold's Boston Portfolio Advisors, Inc. Experience June 2000 - January 2006
Job President at Weston Portfolio Group
Industry Banking
Experience
Weston Portfolio Group, LLC January 2006 - Present
Boston Portfolio Advisors, Inc. June 2000 - January 2006
LF Rothschild, RBC-Tucker Anthony, Salomon Smith Barney November 1983 - June 2000
Skills
whole Loan Trading, Asset Managment, Portfolio Management, Residential Mortgages, Investments, Credit, Loan Origination, Commercial Mortgages, Mortgage Lending, Loss Mitigation, Real Estate, Valuation, Structured Finance, Asset Management, Analysis, Financial Services, Capital Markets, Due Diligence, Finance, Loans, Fixed Income, Banking, Investment Properties
Education
St. John's University 1979 — 1983
Bachelor of Science, Finance, Economics, QA
Nova Southeastern University
Master of Business Administration (MBA)
Weston Portfolio Group, LLC January 2006 - Present
Boston Portfolio Advisors, Inc. June 2000 - January 2006
LF Rothschild, RBC-Tucker Anthony, Salomon Smith Barney November 1983 - June 2000
Skills
whole Loan Trading, Asset Managment, Portfolio Management, Residential Mortgages, Investments, Credit, Loan Origination, Commercial Mortgages, Mortgage Lending, Loss Mitigation, Real Estate, Valuation, Structured Finance, Asset Management, Analysis, Financial Services, Capital Markets, Due Diligence, Finance, Loans, Fixed Income, Banking, Investment Properties
Education
St. John's University 1979 — 1983
Bachelor of Science, Finance, Economics, QA
Nova Southeastern University
Master of Business Administration (MBA)
Dennis LaVigne's Boston Portfolio Advisors, Inc. Experience January 1997 - May 2003
Job Customer Service Specialist at Navient
Industry Financial Services
Experience
Navient January 2015 - Present
Target Financial Services October 2006 - Present
Boston Portfolio Advisors, Inc. January 1997 - May 2003
Skills
Customer Satisfaction, Inventory Management, Call Centers, Customer Service, Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 1971 — 1974
Doctor of Philosophy (Ph.D.), Economics
University of Illinois 1970 — 1974
Ph. D., Economics
Navient January 2015 - Present
Target Financial Services October 2006 - Present
Boston Portfolio Advisors, Inc. January 1997 - May 2003
Skills
Customer Satisfaction, Inventory Management, Call Centers, Customer Service, Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 1971 — 1974
Doctor of Philosophy (Ph.D.), Economics
University of Illinois 1970 — 1974
Ph. D., Economics
Alan Blair's Boston Portfolio Advisors, Inc. Experience April 2012 - May 2014
Job Sr. Director at Boston Portfolio Advisors
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. April 2012 - May 2014
TERI April 2008 - March 2012
First Marblehead Education Resources 2003 - 2008
Nellie Mae 1991 - 2000
Nellie Mae 1985 - 1991
Skills
Credit, Risk Management, Vendor Management, Banking, Financial Services, Credit Risk, Loans, Finance, Financial Analysis, Portfolio Management
Education
Northeastern University 1981 — 1990
BSBA, Finance/Accounting
Boston Portfolio Advisors, Inc. April 2012 - May 2014
TERI April 2008 - March 2012
First Marblehead Education Resources 2003 - 2008
Nellie Mae 1991 - 2000
Nellie Mae 1985 - 1991
Skills
Credit, Risk Management, Vendor Management, Banking, Financial Services, Credit Risk, Loans, Finance, Financial Analysis, Portfolio Management
Education
Northeastern University 1981 — 1990
BSBA, Finance/Accounting
William Deuser, MBA's Boston Portfolio Advisors, Inc. Experience January 2014 - Present
Job Analyst at Boston Portfolio Advisors
Industry Venture Capital & Private Equity
Experience
Boston Portfolio Advisors, Inc. January 2014 - Present
CH Boston January 2011 - Present
Mainstay Investments 2011 - 2014
The Rotella Group May 2009 - August 2009
Skills
Financial Modeling, Acquisition Analysis, Analytics, Real Estate Investment, Entrepreneurial Skills, Negotiation, Investments, Entrepreneurship, Business Valuation, Investment Properties
Education
Nova Southeastern University 2010 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies, GPA: 3.77 / 4.0
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Accounting and Finance, Finance GPA: 3.47 / 4.0
Boston Portfolio Advisors, Inc. January 2014 - Present
CH Boston January 2011 - Present
Mainstay Investments 2011 - 2014
The Rotella Group May 2009 - August 2009
Skills
Financial Modeling, Acquisition Analysis, Analytics, Real Estate Investment, Entrepreneurial Skills, Negotiation, Investments, Entrepreneurship, Business Valuation, Investment Properties
Education
Nova Southeastern University 2010 — 2011
MBA, Entrepreneurship/Entrepreneurial Studies, GPA: 3.77 / 4.0
Florida State University - College of Business 2006 — 2010
Bachelor of Science, Accounting and Finance, Finance GPA: 3.47 / 4.0
Bryan Padmore's Boston Portfolio Advisors, Inc. Experience January 2014 - Present
Job Regulatory Compliance Analyst (Consultant) at Boston Portfolio Advisors, Inc.
Industry Financial Services
Experience
Boston Portfolio Advisors, Inc. January 2014 - Present
U.S. Small Business Administration January 2013 - July 2013
SolomonEdwardsGroup August 2012 - January 2013
JPMorgan Chase June 2011 - August 2012
American Home Mortgage Servicing Inc January 2009 - January 2011
Saxon Mortgage December 2007 - January 2009
Countrywide Home Loans June 2007 - December 2007
TD Ameritrade October 2006 - June 2007
American Funds February 2002 - August 2006
Century 21 Results September 1994 - August 2006
Skills
Loss Mitigation, Default, Mortgage Servicing, Call Center, Negotiation, Residential, Foreclosures, Loan Servicing, Residential Homes, Loans, FHA, Credit, Portfolio Management, Mortgage Lending, Risk Management, Residential Mortgages, HAMP, Refinance, Mortgage Banking, Bankruptcy, Financial Services, Underwriting, Credit Analysis, Loan Modifications, Real Estate, Due Diligence, Sales, Escrow, Title Insurance, Mortgage Underwriting, Loan Origination, Consumer Lending, Call Centers, Banking, Real Estate Financing, VA loans, USDA, VA Loans, Commercial Mortgages, CRM
Education
Cerritos College 1990 — 1992
Associates of Arts, Business - Marketing
Boston Portfolio Advisors, Inc. January 2014 - Present
U.S. Small Business Administration January 2013 - July 2013
SolomonEdwardsGroup August 2012 - January 2013
JPMorgan Chase June 2011 - August 2012
American Home Mortgage Servicing Inc January 2009 - January 2011
Saxon Mortgage December 2007 - January 2009
Countrywide Home Loans June 2007 - December 2007
TD Ameritrade October 2006 - June 2007
American Funds February 2002 - August 2006
Century 21 Results September 1994 - August 2006
Skills
Loss Mitigation, Default, Mortgage Servicing, Call Center, Negotiation, Residential, Foreclosures, Loan Servicing, Residential Homes, Loans, FHA, Credit, Portfolio Management, Mortgage Lending, Risk Management, Residential Mortgages, HAMP, Refinance, Mortgage Banking, Bankruptcy, Financial Services, Underwriting, Credit Analysis, Loan Modifications, Real Estate, Due Diligence, Sales, Escrow, Title Insurance, Mortgage Underwriting, Loan Origination, Consumer Lending, Call Centers, Banking, Real Estate Financing, VA loans, USDA, VA Loans, Commercial Mortgages, CRM
Education
Cerritos College 1990 — 1992
Associates of Arts, Business - Marketing
Timothy McNabb's Boston Portfolio Advisors, Inc. Experience September 2013 - November 2013
Job Legal Assistant at Florida Office of the Attorney General
Industry Legal Services
Experience
Florida Office of the Attorney General Hearing Results ParalegalAldridge Connors, LLPNovember 2013 - December 2013
Boston Portfolio Advisors, Inc. September 2013 - November 2013
Choice Legal Group, PA October 2011 - July 2013
Brough, Chadrow, & Levine, P.A. September 2009 - October 2011
Education
Ohio University
Bachelor of General Studies, Summa Cum Laude
School of Visual Arts
Master of Fine Arts (MFA)
University of Miami
Paralegal Certificate
Florida Office of the Attorney General Hearing Results ParalegalAldridge Connors, LLPNovember 2013 - December 2013
Boston Portfolio Advisors, Inc. September 2013 - November 2013
Choice Legal Group, PA October 2011 - July 2013
Brough, Chadrow, & Levine, P.A. September 2009 - October 2011
Education
Ohio University
Bachelor of General Studies, Summa Cum Laude
School of Visual Arts
Master of Fine Arts (MFA)
University of Miami
Paralegal Certificate
Kathy Palmer's Boston Portfolio Advisors, Inc. Experience December 2013 - Present
Job Collections Manager at Boston Portfolio Advisors, Inc.
Industry Management Consulting
Experience
Boston Portfolio Advisors, Inc. December 2013 - Present
Boston Portfolio Advisors, Inc. March 2013 - Present
Skills
Civil Litigation, Bankruptcy, Legal Research, Litigation, Westlaw, Consumer Law, Paralegals, Pleadings, Legal Documents, Lexis, Legal Issues, Litigation Support, Customer Service, Microsoft Excel, Process Improvement, Finance, Leadership, Team Building, Due Diligence, Negotiation, Management, Risk Management, Banking
Education
Nova Southeastern University—Shepard Broad Law Center 2011 — 2014
Juris Doctor, Law
Florida Atlantic University 2008 — 2010
Bachelor's degree, Criminal Justice and Corrections
High School
Boston Portfolio Advisors, Inc. December 2013 - Present
Boston Portfolio Advisors, Inc. March 2013 - Present
Skills
Civil Litigation, Bankruptcy, Legal Research, Litigation, Westlaw, Consumer Law, Paralegals, Pleadings, Legal Documents, Lexis, Legal Issues, Litigation Support, Customer Service, Microsoft Excel, Process Improvement, Finance, Leadership, Team Building, Due Diligence, Negotiation, Management, Risk Management, Banking
Education
Nova Southeastern University—Shepard Broad Law Center 2011 — 2014
Juris Doctor, Law
Florida Atlantic University 2008 — 2010
Bachelor's degree, Criminal Justice and Corrections
High School
Angela Bellamy's Boston Portfolio Advisors, Inc. Experience March 2011 - Present
Job Office Administrator
Industry Accounting
Experience
Boston Portfolio Advisors, Inc. March 2011 - Present
Global Response May 2008 - March 2011
Skills
Accounting, Management, Sales Management, Microsoft Excel, Operating Systems, Business Strategy
Education
Florida International University 2006 — 2010
Bachelor of Science (BS), Accounting and Business/Management
Boston Portfolio Advisors, Inc. March 2011 - Present
Global Response May 2008 - March 2011
Skills
Accounting, Management, Sales Management, Microsoft Excel, Operating Systems, Business Strategy
Education
Florida International University 2006 — 2010
Bachelor of Science (BS), Accounting and Business/Management