Capital Holding
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Capital Holding Employees
Employee
Years
Job
Industry
Lana Wertz Lana Wertz's Capital Holding Experience September 1991 - July 1995
Job Cofounder and Partner at Mythic Leaders LLC
Industry Management Consulting
Experience
Mythic Leaders LLC January 2006 - Present
Lana Wertz Executive Development LLC June 1995 - Present
Capital Holding September 1991 - July 1995
Aetna October 1973 - September 1991
Skills
Leadership, Leadership Development, Strategy, Strategic Planning, Executive Coaching, Program Development, Cultural Diversity, Team Building..., Training, Workshop Facilitation, Coaching, Executive Development, Management, Management Consulting, Public Speaking, Succession Planning, Organizational...
Education
Duke University 1967 — 1969
Masters, Languages: German and International Literature
DePauw University 1961 — 1964
BA, Languages
Middlebury College 1963 — 1963
Language Certificate, German
Mythic Leaders LLC January 2006 - Present
Lana Wertz Executive Development LLC June 1995 - Present
Capital Holding September 1991 - July 1995
Aetna October 1973 - September 1991
Skills
Leadership, Leadership Development, Strategy, Strategic Planning, Executive Coaching, Program Development, Cultural Diversity, Team Building..., Training, Workshop Facilitation, Coaching, Executive Development, Management, Management Consulting, Public Speaking, Succession Planning, Organizational...
Education
Duke University 1967 — 1969
Masters, Languages: German and International Literature
DePauw University 1961 — 1964
BA, Languages
Middlebury College 1963 — 1963
Language Certificate, German
Andre Kimo Stone Guess Andre Kimo Stone Guess's Capital Holding Experience 1990 - 1992
Job President and CEO at GuessWorks
Industry Management Consulting
Experience
GuessWorks 2006 - Present
August Wilson Center for African American Culture April 2010 - July 2012
Jazz at Lincoln Center December 2002 - November 2006
Jazz at Lincoln Center November 2000 - December 2002
Jazz at Lincoln Center April 2000 - November 2000
The Lincoln Foundation May 1997 - March 2000
The Lincoln Foundation August 1994 - May 1997
Providian Financial 1992 - 1994
Capital Holding 1990 - 1992
Skills
Production, Strategic Planning, Administration, Intellectual Property, Non-profits, Financial Management, Fundraising, System Administration, Managerial Finance, Producing, Finance, Nonprofits, Budgets, Community Outreach, Event Management, Event Planning, Human Resources, Leadership, Leadership Development, Management, Marketing, Policy, Program Development, Program Management, Public Relations, Public Speaking, Social Media, Strategy
Education
University of Louisville 1985 — 1990
Bachelor of Science (BS), Economics
GuessWorks 2006 - Present
August Wilson Center for African American Culture April 2010 - July 2012
Jazz at Lincoln Center December 2002 - November 2006
Jazz at Lincoln Center November 2000 - December 2002
Jazz at Lincoln Center April 2000 - November 2000
The Lincoln Foundation May 1997 - March 2000
The Lincoln Foundation August 1994 - May 1997
Providian Financial 1992 - 1994
Capital Holding 1990 - 1992
Skills
Production, Strategic Planning, Administration, Intellectual Property, Non-profits, Financial Management, Fundraising, System Administration, Managerial Finance, Producing, Finance, Nonprofits, Budgets, Community Outreach, Event Management, Event Planning, Human Resources, Leadership, Leadership Development, Management, Marketing, Policy, Program Development, Program Management, Public Relations, Public Speaking, Social Media, Strategy
Education
University of Louisville 1985 — 1990
Bachelor of Science (BS), Economics
Jennifer Snider-Tornetta Jennifer Snider-Tornetta's Capital Holding Experience June 1980 - October 1996
Job Project Director, Business Resource Center
Industry Insurance
Experience
The Guardian Life Insurance Company of America June 2000 - Present
The Guardian Life Insurance Company of America September 2011 - Present
Park Village Homeowner Association October 2013 - Present
Immaculata University November 2011 - February 2013
The Guardian Life Insurance Company of America January 2005 - April 2007
SYNERGY January 2003 - January 2005
American International Group (AIG) October 1996 - June 2000
Our Town Video 1995 - 1997
Capital Holding June 1980 - October 1996
Truckin' Landscaping 1980 - 1990
Skills
Public Speaking, Marketing, Event Planning, Non-profits, Public Relations, Marketing Strategy, Social Media, Strategic Planning, Entrepreneurship, Team Building, Customer Service, Social Media Marketing, Leadership, Leadership Development, Coaching, Fundraising, Event Management, Project Management, Nonprofits, Business Planning, Marketing Communications, Start-ups, Organizational..., Social Networking, Management, Business Strategy, Strategy, Training, Small Business, Market Research, Program Management, Team Leadership, Budgets, Business Development, Negotiation, Sales, New Business Development, Online Marketing, Finance, Management Consulting, Email Marketing, Selling, Contract Negotiation, Strategic Partnerships, CRM, Direct Marketing, Executive Management, Account Management, E-commerce, Cross-functional Team...
Education
Immaculata University
BS, Dual Degree in Economics & Business Administration
Immaculata University
Theology/Theological Studies
SAS Institute
Business Intelligence; Business Analytics and Data Integration
College for Financial Planning
RP, Registered Paraplanner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning
CRPS, Certified Retirement Planning Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
College for Financial Planning
CSA, Certified Senior Advisor
University of Notre Dame - Mendoza College of Business
Master Certificate, Executive Leadership & Management
University of Notre Dame - Mendoza College of Business
Certificate, Essentials of Negotiations
The Guardian Life Insurance Company of America June 2000 - Present
The Guardian Life Insurance Company of America September 2011 - Present
Park Village Homeowner Association October 2013 - Present
Immaculata University November 2011 - February 2013
The Guardian Life Insurance Company of America January 2005 - April 2007
SYNERGY January 2003 - January 2005
American International Group (AIG) October 1996 - June 2000
Our Town Video 1995 - 1997
Capital Holding June 1980 - October 1996
Truckin' Landscaping 1980 - 1990
Skills
Public Speaking, Marketing, Event Planning, Non-profits, Public Relations, Marketing Strategy, Social Media, Strategic Planning, Entrepreneurship, Team Building, Customer Service, Social Media Marketing, Leadership, Leadership Development, Coaching, Fundraising, Event Management, Project Management, Nonprofits, Business Planning, Marketing Communications, Start-ups, Organizational..., Social Networking, Management, Business Strategy, Strategy, Training, Small Business, Market Research, Program Management, Team Leadership, Budgets, Business Development, Negotiation, Sales, New Business Development, Online Marketing, Finance, Management Consulting, Email Marketing, Selling, Contract Negotiation, Strategic Partnerships, CRM, Direct Marketing, Executive Management, Account Management, E-commerce, Cross-functional Team...
Education
Immaculata University
BS, Dual Degree in Economics & Business Administration
Immaculata University
Theology/Theological Studies
SAS Institute
Business Intelligence; Business Analytics and Data Integration
College for Financial Planning
RP, Registered Paraplanner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning
CRPS, Certified Retirement Planning Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
College for Financial Planning
CSA, Certified Senior Advisor
University of Notre Dame - Mendoza College of Business
Master Certificate, Executive Leadership & Management
University of Notre Dame - Mendoza College of Business
Certificate, Essentials of Negotiations
Dave Gomer Dave Gomer's Capital Holding Experience August 1989 - June 1993
Job Certified Reverse Mortgage Professional (CRMP)
Industry Financial Services
Experience
Senior Funding Associates April 2001 - Present
Financial Freedom June 1998 - April 2001
Transamerica Homefirst February 1994 - June 1998
Freedom Home Equity Partners June 1993 - February 1994
Capital Holding August 1989 - June 1993
Dave Gomer & Associates February 1984 - August 1989
Skills
Reverse Mortgages, HUD, Home Equity Lines of..., Loan Servicing, Title Insurance, USDA, Management, Commercial Lending, Finance, FHA Financing, Sales Management, Real Estate, Real Estate Financing, Financial Analysis, Home Equity, VA Loans, Loans, Consumer Lending, Financial Structuring, Financial Services, Insurance, Mortgage Underwriting, Notary Public, Credit, Strategic Planning, Mortgage Servicing, Leadership, Customer Service, Escrow, Wholesale Lending
Education
California State University-Northridge 1980 — 1982
Bachelor, Business Administration-Real Estate
UCLA 1977 — 1979
Football Scholarship, Letterman
Crespi High School
Senior Funding Associates April 2001 - Present
Financial Freedom June 1998 - April 2001
Transamerica Homefirst February 1994 - June 1998
Freedom Home Equity Partners June 1993 - February 1994
Capital Holding August 1989 - June 1993
Dave Gomer & Associates February 1984 - August 1989
Skills
Reverse Mortgages, HUD, Home Equity Lines of..., Loan Servicing, Title Insurance, USDA, Management, Commercial Lending, Finance, FHA Financing, Sales Management, Real Estate, Real Estate Financing, Financial Analysis, Home Equity, VA Loans, Loans, Consumer Lending, Financial Structuring, Financial Services, Insurance, Mortgage Underwriting, Notary Public, Credit, Strategic Planning, Mortgage Servicing, Leadership, Customer Service, Escrow, Wholesale Lending
Education
California State University-Northridge 1980 — 1982
Bachelor, Business Administration-Real Estate
UCLA 1977 — 1979
Football Scholarship, Letterman
Crespi High School
Mark Lamb's Capital Holding Experience February 1989 - November 1991
Job Senior Derivatives Portfolio Manager and Trader
Industry Investment Management
Experience
Private Investor July 2012 - Present
AEGON USA Investment Management December 2009 - July 2012
SECURITY BENEFIT February 2003 - February 2009
ARM FINANCIAL GROUP November 1998 - March 2000
LG&E ENERGY MARKETING July 1997 - November 1998
AEGON USA (formerly PROVIDIAN/CAPITAL HOLDING) November 1991 - July 1997
CAPITAL HOLDING February 1989 - November 1991
AMERICAN GENERAL CORPORATION November 1986 - February 1989
Texas Instruments June 1983 - November 1986
Skills
Risk Management, Modeling, Derivatives, Matlab, Asset Management, Financial Modeling, Investments, Capital Markets, Asset Managment, Portfolio Management, Finance, Valuation, Financial Risk, Credit Risk, ALM, Alternative Investments, Equities, Equity Derivatives, Fixed Income, Strategic Financial..., Forecasting, Corporate Finance, Bonds, Trading, Interest Rate..., FX trading, FX Derivatives, Options, Investment Strategies, Hedging, Financial Analysis, Credit, Economics, Mutual Funds, Competitive Analysis, Analysis, Management, Strategy, Structured Finance, Futures Trading, Securities, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
Murray State University 1978 — 1982
BS, Engineering Physics
Private Investor July 2012 - Present
AEGON USA Investment Management December 2009 - July 2012
SECURITY BENEFIT February 2003 - February 2009
ARM FINANCIAL GROUP November 1998 - March 2000
LG&E ENERGY MARKETING July 1997 - November 1998
AEGON USA (formerly PROVIDIAN/CAPITAL HOLDING) November 1991 - July 1997
CAPITAL HOLDING February 1989 - November 1991
AMERICAN GENERAL CORPORATION November 1986 - February 1989
Texas Instruments June 1983 - November 1986
Skills
Risk Management, Modeling, Derivatives, Matlab, Asset Management, Financial Modeling, Investments, Capital Markets, Asset Managment, Portfolio Management, Finance, Valuation, Financial Risk, Credit Risk, ALM, Alternative Investments, Equities, Equity Derivatives, Fixed Income, Strategic Financial..., Forecasting, Corporate Finance, Bonds, Trading, Interest Rate..., FX trading, FX Derivatives, Options, Investment Strategies, Hedging, Financial Analysis, Credit, Economics, Mutual Funds, Competitive Analysis, Analysis, Management, Strategy, Structured Finance, Futures Trading, Securities, Financial Planning
Education
Murray State University 1982 — 1983
MBA, Finance
Murray State University 1978 — 1982
BS, Engineering Physics
A Rauf A Rauf's Capital Holding Experience 1982 - 1985
Job FCA (Chrysler)
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles 2009 - Present
Chrysler LLC June 2002 - September 2009
Chrysler January 1997 - December 2001
Capital Holding 1982 - 1985
VARIOUS COMPANIES January 1978 - February 1982
Skills
Lean Manufacturing, Quality Systems, Manufacturing..., Assembly, Business Planning, Automation, Manufacturing Operations, Toyota Production System, Kaizen, DMAIC, PPAP, Manufacturing Management, TPM, Value Stream Mapping, SPC, Continuous Improvement, APQP, Kanban, FMEA, Six Sigma, 5S, Root Cause Analysis, Cost Reduction, Automotive, Manufacturing, SMED, Quality Management, JIT, Poka Yoke, TQM, Industrial Engineering, Process Improvement, Problem Solving, Operational Excellence, Quality System, DFMEA, Machine Tools, Iso 9000, 5 Why, ISO, Stamping, QS9000, Green Belt, PDCA, Black Belt, Process Engineering, Automotive Engineering, Minitab, Injection Molding, Design of Experiments
Education
The Manchester Metropolitan University 1975 — 1978
BSC., Chemistry and Computer Science
Boteler Grammar School
FCA Fiat Chrysler Automobiles 2009 - Present
Chrysler LLC June 2002 - September 2009
Chrysler January 1997 - December 2001
Capital Holding 1982 - 1985
VARIOUS COMPANIES January 1978 - February 1982
Skills
Lean Manufacturing, Quality Systems, Manufacturing..., Assembly, Business Planning, Automation, Manufacturing Operations, Toyota Production System, Kaizen, DMAIC, PPAP, Manufacturing Management, TPM, Value Stream Mapping, SPC, Continuous Improvement, APQP, Kanban, FMEA, Six Sigma, 5S, Root Cause Analysis, Cost Reduction, Automotive, Manufacturing, SMED, Quality Management, JIT, Poka Yoke, TQM, Industrial Engineering, Process Improvement, Problem Solving, Operational Excellence, Quality System, DFMEA, Machine Tools, Iso 9000, 5 Why, ISO, Stamping, QS9000, Green Belt, PDCA, Black Belt, Process Engineering, Automotive Engineering, Minitab, Injection Molding, Design of Experiments
Education
The Manchester Metropolitan University 1975 — 1978
BSC., Chemistry and Computer Science
Boteler Grammar School
Darryl Rowe's Capital Holding Experience December 1993 - May 1995
Job Consultant, Systems Analyst, Programmer, Database Developer, C#, VBA, System Administrator, Networking
Industry Information Technology and Services
Experience
Self Employed 1992 - Present
Baptist Healthcare Employer Solutions September 2014 - December 2014
Freedom Metals October 2009 - November 2012
Travelex January 2009 - May 2009
Humana June 2007 - August 2008
Vocational Economics, Inc. May 1996 - December 2006
Providian May 1995 - May 1996
Capital Holding December 1993 - May 1995
Skills
Databases, Access, Microsoft SQL Server, Microsoft Exchange, Database Design, C#, Requirements Analysis, Business Analysis, Windows, Windows Server, Process Improvement, Programming, Systems Analysis, VBA, ASP.NET, Software Documentation, Electrical Engineering, Computer Security, Computer Repair, Computer Maintenance, Computer Forensics, Genealogy
Education
University of Louisville 1978 — 1980
98 hours to date, Electrical, Electronic and Communications Engineering Technology/Technician
Naval Air Technical Training Command 1971 — 1972
Certificates, Advanced Electronics/Computers
College of Computer Science 1970 — 1970
Certificate, Programming and Systems Analysis
Atherton 1967 — 1970
Diploma, Accounting/Business
Self Employed 1992 - Present
Baptist Healthcare Employer Solutions September 2014 - December 2014
Freedom Metals October 2009 - November 2012
Travelex January 2009 - May 2009
Humana June 2007 - August 2008
Vocational Economics, Inc. May 1996 - December 2006
Providian May 1995 - May 1996
Capital Holding December 1993 - May 1995
Skills
Databases, Access, Microsoft SQL Server, Microsoft Exchange, Database Design, C#, Requirements Analysis, Business Analysis, Windows, Windows Server, Process Improvement, Programming, Systems Analysis, VBA, ASP.NET, Software Documentation, Electrical Engineering, Computer Security, Computer Repair, Computer Maintenance, Computer Forensics, Genealogy
Education
University of Louisville 1978 — 1980
98 hours to date, Electrical, Electronic and Communications Engineering Technology/Technician
Naval Air Technical Training Command 1971 — 1972
Certificates, Advanced Electronics/Computers
College of Computer Science 1970 — 1970
Certificate, Programming and Systems Analysis
Atherton 1967 — 1970
Diploma, Accounting/Business
Joyce Bragg Joyce Bragg's Capital Holding Experience 1980 - 1985
Job Receptionist at Robins & Morton
Industry Nonprofit Organization Management
Experience
Robins & Morton March 2015 - Present
Florida Hospital June 2013 - November 2014
Briljent August 2011 - October 2012
Briljent March 2011 - August 2011
Forum Solutions November 2006 - November 2007
Conseco February 1995 - January 2005
PALLM Systems November 1985 - February 1995
Capital Holding 1980 - 1985
Skills
Life Insurance, Business Analysis, Process Improvement, Training, Customer Service, Testing, Insurance, Project Management, Team Leadership, PowerPoint, Strategic Planning, Health Insurance, Risk Management, Six Sigma, Team Building, Quality Assurance, SDLC, Project Planning, Resource Management, Microsoft Office, Analysis, SharePoint, Program Management, Vendor Management, Time Management, Data Analysis, Leadership, Microsoft Word, Microsoft Excel, PMP, Change Management, Visio, Human Resources, Software Documentation, Management, Business Process..., Research, Access, Organizational..., Technical Writing
Education
Ball State University
BS, Elem Educ
Michigan State University
MA, Elem Educ
Robins & Morton March 2015 - Present
Florida Hospital June 2013 - November 2014
Briljent August 2011 - October 2012
Briljent March 2011 - August 2011
Forum Solutions November 2006 - November 2007
Conseco February 1995 - January 2005
PALLM Systems November 1985 - February 1995
Capital Holding 1980 - 1985
Skills
Life Insurance, Business Analysis, Process Improvement, Training, Customer Service, Testing, Insurance, Project Management, Team Leadership, PowerPoint, Strategic Planning, Health Insurance, Risk Management, Six Sigma, Team Building, Quality Assurance, SDLC, Project Planning, Resource Management, Microsoft Office, Analysis, SharePoint, Program Management, Vendor Management, Time Management, Data Analysis, Leadership, Microsoft Word, Microsoft Excel, PMP, Change Management, Visio, Human Resources, Software Documentation, Management, Business Process..., Research, Access, Organizational..., Technical Writing
Education
Ball State University
BS, Elem Educ
Michigan State University
MA, Elem Educ
George S. Seltzer, CFA's Capital Holding Experience 1986 - 1987
Job Senior Portfolio Manager/Investment Advisor
Industry Financial Services
Experience
Wachovia June 2000 - December 2007
Merrill Lynch Investment Managers April 1987 - June 2000
Capital Holding 1986 - 1987
Caesar, Rivise, Bernstein, Cohen & Pokotilow, Ltd. 1981 - 1984
Skills
Fixed Income, Alternative Investments, Investments, Equities, Investment Management, Securities, Portfolio Management, Private Banking, Estate Planning, Wealth, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, ETFs, Series 7, Financial Services, Asset Managment, Management, Banking, Private Placements, Financial Advisory, Strategic Financial..., Hedge Funds, High Yield, High Net Worth...
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Rutgers University School of Law - Camden 1976 — 1979
JD, Law
University of Pennsylvania 1973 — 1976
BAS, Applied Science/ Engineering
Wachovia June 2000 - December 2007
Merrill Lynch Investment Managers April 1987 - June 2000
Capital Holding 1986 - 1987
Caesar, Rivise, Bernstein, Cohen & Pokotilow, Ltd. 1981 - 1984
Skills
Fixed Income, Alternative Investments, Investments, Equities, Investment Management, Securities, Portfolio Management, Private Banking, Estate Planning, Wealth, Wealth Management, Mutual Funds, Asset Management, Asset Allocation, ETFs, Series 7, Financial Services, Asset Managment, Management, Banking, Private Placements, Financial Advisory, Strategic Financial..., Hedge Funds, High Yield, High Net Worth...
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA, Finance
Rutgers University School of Law - Camden 1976 — 1979
JD, Law
University of Pennsylvania 1973 — 1976
BAS, Applied Science/ Engineering
Peter Resnik's Capital Holding Experience June 1986 - July 1992
Job Operating and Corporate Development Executive / Consultant (Fortune 100, private & venture capital)
Industry Management Consulting
Experience
Vox Max, LLC - MaxO2 Performance Mouthguard February 2014 - Present
Tocqueville Ventures, llc April 2001 - Present
BellaNovus - Ouchless® Needle June 2010 - January 2014
Blue Equity June 2010 - December 2013
Humana December 2003 - October 2008
Channel Point January 2000 - September 2001
ARM Financial Group November 1992 - January 2000
Capital Holding June 1986 - July 1992
Skills
Private Equity, Strategic Planning, Operations Management, Turn-around Situations, New Venture Development, Capital Raising, Investor Relations, Business Transactions, business investment..., investments, consulting, Health & Wellness, Social Services, Medical Devices, Aesthetics, Early-stage Startups, MBA, CPA, Chartered Financial..., six sigma, international sales, Fortune 500
Education
Emory University - Goizueta Business School
MBA, Accounting and Finance
Kenyon College
BA, Economics
Vox Max, LLC - MaxO2 Performance Mouthguard February 2014 - Present
Tocqueville Ventures, llc April 2001 - Present
BellaNovus - Ouchless® Needle June 2010 - January 2014
Blue Equity June 2010 - December 2013
Humana December 2003 - October 2008
Channel Point January 2000 - September 2001
ARM Financial Group November 1992 - January 2000
Capital Holding June 1986 - July 1992
Skills
Private Equity, Strategic Planning, Operations Management, Turn-around Situations, New Venture Development, Capital Raising, Investor Relations, Business Transactions, business investment..., investments, consulting, Health & Wellness, Social Services, Medical Devices, Aesthetics, Early-stage Startups, MBA, CPA, Chartered Financial..., six sigma, international sales, Fortune 500
Education
Emory University - Goizueta Business School
MBA, Accounting and Finance
Kenyon College
BA, Economics
Angie Vittitow's Capital Holding Experience 1983 - 1999
Job Business System Analyst at UPS SCS
Industry Logistics and Supply Chain
Experience
UPS SCS March 2000 - Present
Capital Holding 1983 - 1999
Skills
EDI, Warehouse Management, Supply Chain, Supply Chain Management, Process Improvement, Business Analysis, Visio, 3PL, Logistics, SDLC, ERP, Warehousing, Systems Analysis, Tape Management, Requirements Analysis, Reverse Logistics, Operations Management
Education
Indiana University-Southeast
Bachelor's degree, Secondary Education and Teaching
UPS SCS March 2000 - Present
Capital Holding 1983 - 1999
Skills
EDI, Warehouse Management, Supply Chain, Supply Chain Management, Process Improvement, Business Analysis, Visio, 3PL, Logistics, SDLC, ERP, Warehousing, Systems Analysis, Tape Management, Requirements Analysis, Reverse Logistics, Operations Management
Education
Indiana University-Southeast
Bachelor's degree, Secondary Education and Teaching
Brad Seibel's Capital Holding Experience 1992 - 1994
Job Executive Vice President Planet Financial/Planet Home Lending
Industry Banking
Experience
Planet Financial/Home Lending November 2014 - Present
Fremont Bank August 2009 - November 2014
Lime Financial (Credit Suisse) 2008 - 2009
Chevy Chase Bank 2002 - 2008
PMI Mortgage Insurance Co. 1995 - 2002
Capital Holding 1992 - 1994
MGIC 1985 - 1992
Skills
Mortgage Banking, Capital Markets, Sales Management, Call Center Management, Mortgage Operations, Residential Mortgages, Commercial Lending, Credit Risk, Mortgage Lending, Loans, Risk Management, Portfolio Management, Credit, FHA, Consumer Lending, Financial Analysis, Banking, Commercial Banking, Underwriting, Loan Origination, Credit Analysis, Financial Risk, Refinance, Small Business Lending
Education
Pepperdine University 1985 — 1986
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1978 — 1982
Bachelor of Science (B.S.), Economics
Planet Financial/Home Lending November 2014 - Present
Fremont Bank August 2009 - November 2014
Lime Financial (Credit Suisse) 2008 - 2009
Chevy Chase Bank 2002 - 2008
PMI Mortgage Insurance Co. 1995 - 2002
Capital Holding 1992 - 1994
MGIC 1985 - 1992
Skills
Mortgage Banking, Capital Markets, Sales Management, Call Center Management, Mortgage Operations, Residential Mortgages, Commercial Lending, Credit Risk, Mortgage Lending, Loans, Risk Management, Portfolio Management, Credit, FHA, Consumer Lending, Financial Analysis, Banking, Commercial Banking, Underwriting, Loan Origination, Credit Analysis, Financial Risk, Refinance, Small Business Lending
Education
Pepperdine University 1985 — 1986
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1978 — 1982
Bachelor of Science (B.S.), Economics