CapitalSource Company
Industry: Bank
DescriptionCapitalSource is a commercial lender that is a division of Pacific Western Bank and provides senior debt loans of $5 million to $100 million to middle-market companies throughout the United States. Headquarters: Chevy Chase, Maryland, United States Founded: 2000 Parent organization: Pacific Western Bank Subsidiaries: CHR Tampa Carrollwood LLC,
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CapitalSource Employees
Employee
Years
Job
Industry
Alan de Castro Alan de Castro's CapitalSource Experience July 2007 - July 2009
Job Development Manager at Greystar
Industry Real Estate
Experience
Greystar November 2014 - Present
Carmel Partners May 2013 - October 2014
Bank of America Merrill Lynch June 2011 - May 2013
CapitalSource July 2007 - July 2009
Clark Construction August 2005 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Management, Excel
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Finance, Real Estate
Duke University 2001 — 2005
Economics, Economics
Trinity Valley School 1997 — 2001
Greystar November 2014 - Present
Carmel Partners May 2013 - October 2014
Bank of America Merrill Lynch June 2011 - May 2013
CapitalSource July 2007 - July 2009
Clark Construction August 2005 - July 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Asset Management, Excel
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Finance, Real Estate
Duke University 2001 — 2005
Economics, Economics
Trinity Valley School 1997 — 2001
Jay Sepanski Jay Sepanski's CapitalSource Experience June 2003 - April 2006
Job Division Credit Officer Specialty Finance at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank August 2014 - Present
Silicon Valley Bank June 2012 - August 2014
Fifth Third Bank February 2009 - June 2012
BMO Financial Group April 2006 - September 2008
CapitalSource June 2003 - April 2006
GE Capital January 2001 - June 2003
Ungaretti & Harris LLP August 1999 - January 2001
JPMorgan Chase May 1994 - August 1999
Skills
Asset Based Lending, Credit, Commercial Lending, Business Analysis, Business Strategy, Buyouts, Cash Flow Lending, Credit Analysis, Commercial Banking, Corporate Finance, Corporate Law, Financial Analysis, Financial Structuring, Healthcare, Leadership, Leveraged Finance, Mergers & Acquisitions, middle market, Portfolio Management, Private Equity, Public Finance, Restructuring, Risk Management, Team Leadership, Team Management, Underwriting, Venture Capital, Finance, Structured Finance, Loans, LBO, Financial Risk, Banking, Credit Risk
Education
DePaul University College of Law
JD
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Wisconsin-Parkside
BS, Finance and Economics
First Midwest Bank August 2014 - Present
Silicon Valley Bank June 2012 - August 2014
Fifth Third Bank February 2009 - June 2012
BMO Financial Group April 2006 - September 2008
CapitalSource June 2003 - April 2006
GE Capital January 2001 - June 2003
Ungaretti & Harris LLP August 1999 - January 2001
JPMorgan Chase May 1994 - August 1999
Skills
Asset Based Lending, Credit, Commercial Lending, Business Analysis, Business Strategy, Buyouts, Cash Flow Lending, Credit Analysis, Commercial Banking, Corporate Finance, Corporate Law, Financial Analysis, Financial Structuring, Healthcare, Leadership, Leveraged Finance, Mergers & Acquisitions, middle market, Portfolio Management, Private Equity, Public Finance, Restructuring, Risk Management, Team Leadership, Team Management, Underwriting, Venture Capital, Finance, Structured Finance, Loans, LBO, Financial Risk, Banking, Credit Risk
Education
DePaul University College of Law
JD
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Wisconsin-Parkside
BS, Finance and Economics
Nina Tupala Nina Tupala's CapitalSource Experience November 2000 - November 2010
Job Registered Nurse
Industry Hospital & Health Care
Experience
Northwestern Lake Forest Hospital October 2014 - Present
NorthShore University HealthSystem October 2011 - December 2013
CapitalSource November 2000 - November 2010
Hogan & Hartson June 1999 - November 2000
Education
Oakton Community College 2012 — 2014
Nursing, Registered Nursing/Registered Nurse
Villanova University 1997 — 1999
M.A., Political Science
Connecticut College 1995 — 1997
B.A., International Studies
Northwestern Lake Forest Hospital October 2014 - Present
NorthShore University HealthSystem October 2011 - December 2013
CapitalSource November 2000 - November 2010
Hogan & Hartson June 1999 - November 2000
Education
Oakton Community College 2012 — 2014
Nursing, Registered Nursing/Registered Nurse
Villanova University 1997 — 1999
M.A., Political Science
Connecticut College 1995 — 1997
B.A., International Studies
Jon Wagner Jon Wagner's CapitalSource Experience March 2015 - Present
Job Commercial Real Estate | CapitalSource
Industry Banking
Experience
CapitalSource March 2015 - Present
iUnit April 2014 - Present
Serten Advisors December 2013 - March 2015
CoStar Group August 2013 - December 2013
Bucknell Green Builders 2012 - 2013
EDGE Commercial Real Estate May 2012 - August 2012
US Army August 2009 - May 2012
Skills
Financial Modeling, Economics, Investment Properties, Training, PowerPoint, Stata, Leadership, Research, Bloomberg Terminal, Portfolio Management, Investments, Location Intelligence, Financial Analysis, Valuation, Asset Management, Public Speaking, Data Analysis, Social Media, Microsoft Office, Microsoft Word
Education
Bucknell University 2009 — 2013
Political Science, Environmental Studies
London School of Economics
International Political Economy
Wilson High School
CapitalSource March 2015 - Present
iUnit April 2014 - Present
Serten Advisors December 2013 - March 2015
CoStar Group August 2013 - December 2013
Bucknell Green Builders 2012 - 2013
EDGE Commercial Real Estate May 2012 - August 2012
US Army August 2009 - May 2012
Skills
Financial Modeling, Economics, Investment Properties, Training, PowerPoint, Stata, Leadership, Research, Bloomberg Terminal, Portfolio Management, Investments, Location Intelligence, Financial Analysis, Valuation, Asset Management, Public Speaking, Data Analysis, Social Media, Microsoft Office, Microsoft Word
Education
Bucknell University 2009 — 2013
Political Science, Environmental Studies
London School of Economics
International Political Economy
Wilson High School
Thomas Merlette, CPA Thomas Merlette, CPA's CapitalSource Experience 2003 - Present
Job Vice President Underwriting Manager at CapitalSource a division of Pacific Western Bank
Industry Financial Services
Experience
CapitalSource 2003 - Present
Deloitte May 2000 - August 2003
Skills
Financial Analysis, Underwriting, Credit, Risk Management, Due Diligence, Banking, Credit Analysis, Financial Modeling, Asset Based Lending, Auditing, Budgets, Valuation, Asset Based Finance, ABL, Senior Debt, Cash Flow Lending, Asset Backed Lending, Commercial Finance, Hard Money Loans
Education
Hilbert College 1998 — 2000
Bachelor of Science, Accounting
Alfred State College - SUNY College of Technology 1996 — 1998
AAS, Accounting
CapitalSource 2003 - Present
Deloitte May 2000 - August 2003
Skills
Financial Analysis, Underwriting, Credit, Risk Management, Due Diligence, Banking, Credit Analysis, Financial Modeling, Asset Based Lending, Auditing, Budgets, Valuation, Asset Based Finance, ABL, Senior Debt, Cash Flow Lending, Asset Backed Lending, Commercial Finance, Hard Money Loans
Education
Hilbert College 1998 — 2000
Bachelor of Science, Accounting
Alfred State College - SUNY College of Technology 1996 — 1998
AAS, Accounting
Hans Sylvester Hans Sylvester's CapitalSource Experience 2003 - Present
Job Vice President, Portfolio Manager at CapitalSource
Industry Financial Services
Experience
CapitalSource 2003 - Present
Potomac Investments, LP 2002 - 2003
United States Marine Corps 1993 - 1999
Skills
Loans, Financial Modeling, Investments, Private Equity, Portfolio Management, Commercial Lending, Valuation, Commercial Mortgages, Credit, Fixed Income, Structured Finance, Asset Based Lending, Banking, Credit Analysis, Real Estate, Venture Capital, Mortgage Lending, Finance, Financial Risk, Mergers & Acquisitions, Leadership, Loan Origination, Real Estate Economics, Strategy, Asset Managment, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1989 — 1993
BS, Mechanical Engineering
CapitalSource 2003 - Present
Potomac Investments, LP 2002 - 2003
United States Marine Corps 1993 - 1999
Skills
Loans, Financial Modeling, Investments, Private Equity, Portfolio Management, Commercial Lending, Valuation, Commercial Mortgages, Credit, Fixed Income, Structured Finance, Asset Based Lending, Banking, Credit Analysis, Real Estate, Venture Capital, Mortgage Lending, Finance, Financial Risk, Mergers & Acquisitions, Leadership, Loan Origination, Real Estate Economics, Strategy, Asset Managment, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 1999 — 2001
MBA, Finance
Virginia Military Institute 1989 — 1993
BS, Mechanical Engineering
Josh Rothenberg Josh Rothenberg's CapitalSource Experience March 2009 - June 2010
Job Director at MidCap Financial
Industry Financial Services
Experience
MidCap Financial July 2010 - Present
CapitalSource March 2009 - June 2010
MCG Capital June 2004 - August 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Restructuring, Workout, Underwriting, Due Diligence, Mergers, Commercial Lending, Middle Market, Private Equity, Mezzanine, Senior Living, Healthcare, Asset Based Lending, Cash Flow Lending, Budgeting, Forecasting, Excel, Word, PowerPoint, Financial Reporting, Venture Financing, Real Estate Finance, Board Presentations, New Business Development, Corporate Lending, Deal Closing, Deal Execution, Deal Sourcing, Deal Structuring, Negotiation
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelors of Science, Finance
MidCap Financial July 2010 - Present
CapitalSource March 2009 - June 2010
MCG Capital June 2004 - August 2008
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Restructuring, Workout, Underwriting, Due Diligence, Mergers, Commercial Lending, Middle Market, Private Equity, Mezzanine, Senior Living, Healthcare, Asset Based Lending, Cash Flow Lending, Budgeting, Forecasting, Excel, Word, PowerPoint, Financial Reporting, Venture Financing, Real Estate Finance, Board Presentations, New Business Development, Corporate Lending, Deal Closing, Deal Execution, Deal Sourcing, Deal Structuring, Negotiation
Education
Georgetown University - The McDonough School of Business 2010 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelors of Science, Finance
Esther Saidi Esther Saidi's CapitalSource Experience May 2013 - March 2014
Job Financial Services EY
Industry Accounting
Experience
EY September 2014 - Present
Pacific Western Bank April 2014 - June 2014
CapitalSource May 2013 - March 2014
ShoreBank International December 2012 - April 2013
Georgetown Day School July 2012 - December 2012
Flex RN April 2012 - June 2012
KaBOOM! May 2011 - July 2011
Girl Child Network November 2008 - July 2010
Skills
Private Equity, Broker-Dealer, Hedge Funds, Fund Of Funds, Bloomberg, ThomsonOne, Oracle Applications, CAM, Dealer Track, Essbase, SQL, Research, Accounting, Data Analysis, Financial Analysis, Non-profits, Project Management, Public Speaking
Education
American University 2011 — 2014
Bachelor of Science in Accounting, Finance Minor
EY September 2014 - Present
Pacific Western Bank April 2014 - June 2014
CapitalSource May 2013 - March 2014
ShoreBank International December 2012 - April 2013
Georgetown Day School July 2012 - December 2012
Flex RN April 2012 - June 2012
KaBOOM! May 2011 - July 2011
Girl Child Network November 2008 - July 2010
Skills
Private Equity, Broker-Dealer, Hedge Funds, Fund Of Funds, Bloomberg, ThomsonOne, Oracle Applications, CAM, Dealer Track, Essbase, SQL, Research, Accounting, Data Analysis, Financial Analysis, Non-profits, Project Management, Public Speaking
Education
American University 2011 — 2014
Bachelor of Science in Accounting, Finance Minor
Andrea Kannard Andrea Kannard's CapitalSource Experience December 2005 - March 2014
Job Operations Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank June 2015 - Present
CTBC Bank August 2014 - May 2015
Banc of California March 2014 - August 2014
CapitalSource December 2005 - March 2014
NuVision Federal Credit Union December 2003 - December 2005
Independent Bank May 2000 - August 2003
Skills
Customer Service, Banking, Management, Retail Banking, Coaching, Credit, Training, Fraud Detection, Internal Audit, Time Management, Federal & State..., Commercial Banking, Financial Services, Operations Management, Team Building, Loss Mitigation, Loss Prevention, Process Improvement, Finance, Financial Analysis, Risk Management
Education
Central Michigan University
Education, Business Management
Mid Michigan Community College
Associate of Arts (AA), Education, Business Management
U.S. Bank June 2015 - Present
CTBC Bank August 2014 - May 2015
Banc of California March 2014 - August 2014
CapitalSource December 2005 - March 2014
NuVision Federal Credit Union December 2003 - December 2005
Independent Bank May 2000 - August 2003
Skills
Customer Service, Banking, Management, Retail Banking, Coaching, Credit, Training, Fraud Detection, Internal Audit, Time Management, Federal & State..., Commercial Banking, Financial Services, Operations Management, Team Building, Loss Mitigation, Loss Prevention, Process Improvement, Finance, Financial Analysis, Risk Management
Education
Central Michigan University
Education, Business Management
Mid Michigan Community College
Associate of Arts (AA), Education, Business Management
Monika Siulyte Monika Siulyte's CapitalSource Experience May 2008 - December 2008
Job Senior Tax Analyst at Discovery Communications
Industry Accounting
Experience
Discovery Communications December 2013 - Present
PwC November 2011 - July 2013
Deloitte January 2009 - November 2011
CapitalSource May 2008 - December 2008
Deloitte May 2007 - August 2007
Calvert Social Investment Foundation, Inc October 2005 - December 2006
Washington Initiative- Community Tax Aid December 2005 - May 2006
Skills
Languages: Lithuanian,..., Finance, Corporate Tax, Tax, Tax Research, Management Accounting, Accounting, GAAP, Tax Law, Income Tax, Tax Accounting, Financial Reporting, US GAAP
Education
The George Washington University - School of Business 2008 — 2008
Master of Accountancy, Accounting
American University - Kogod School of Business 2004 — 2008
BA, Accounting
Discovery Communications December 2013 - Present
PwC November 2011 - July 2013
Deloitte January 2009 - November 2011
CapitalSource May 2008 - December 2008
Deloitte May 2007 - August 2007
Calvert Social Investment Foundation, Inc October 2005 - December 2006
Washington Initiative- Community Tax Aid December 2005 - May 2006
Skills
Languages: Lithuanian,..., Finance, Corporate Tax, Tax, Tax Research, Management Accounting, Accounting, GAAP, Tax Law, Income Tax, Tax Accounting, Financial Reporting, US GAAP
Education
The George Washington University - School of Business 2008 — 2008
Master of Accountancy, Accounting
American University - Kogod School of Business 2004 — 2008
BA, Accounting
Brooke Bresnan Brooke Bresnan's CapitalSource Experience August 2003 - February 2005
Job VP | Financial Industry Professional
Industry Investment Management
Experience
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Amy Rutledge, SPHR Amy Rutledge, SPHR's CapitalSource Experience April 2013 - Present
Job Skilled Human Resources and Employee Development Manager
Industry Human Resources
Experience
CapitalSource April 2013 - Present
CapitalSource July 2008 - March 2013
Fremont Investment and Loan September 2005 - 2008
IndyMac Bank October 2002 - September 2005
Disney Consumer Products 1996 - 2002
Skills
Workforce Planning, Onboarding, Deferred Compensation, Human Resources, Employee Training, HRIS, Succession Planning, Conflict Resolution, Employee Relations, Talent Acquisition, PeopleSoft, HR Policies, Executive Search, Talent Management, Recruiting, Applicant Tracking..., Employee Engagement, New Hire Orientations, FMLA, College Recruiting, Benefits Administration, Labor Relations
Education
Colorado State University
Arvada West High School
CapitalSource April 2013 - Present
CapitalSource July 2008 - March 2013
Fremont Investment and Loan September 2005 - 2008
IndyMac Bank October 2002 - September 2005
Disney Consumer Products 1996 - 2002
Skills
Workforce Planning, Onboarding, Deferred Compensation, Human Resources, Employee Training, HRIS, Succession Planning, Conflict Resolution, Employee Relations, Talent Acquisition, PeopleSoft, HR Policies, Executive Search, Talent Management, Recruiting, Applicant Tracking..., Employee Engagement, New Hire Orientations, FMLA, College Recruiting, Benefits Administration, Labor Relations
Education
Colorado State University
Arvada West High School
Joseph Carrier Joseph Carrier's CapitalSource Experience 2007 - 2009
Job CTO, Project Manager
Industry Financial Services
Experience
Excel and Access March 2014 - Present
Pivot Edge Consulting 2012 - Present
Freddie Mac 2010 - 2012
CapitalSource 2007 - 2009
Skills
Financial Modeling, Risk Management, Due Diligence, Structured Finance, Credit, Securitization, Financial Analysis, Capital Markets, DCF Valuation, Financial Accounting, Proformas, Valuation, Financial Spreads, KPI Dashboards, Project Coordination, Client..., Key Performance..., Portfolio Management, Asset Management, Corporate Finance, Financial Planning
Education
Georgetown University - The McDonough School of Business
Master of Business Administration, Corporate Finance and Strategy
University of Illinois at Urbana-Champaign
BA, Political Science
Excel and Access March 2014 - Present
Pivot Edge Consulting 2012 - Present
Freddie Mac 2010 - 2012
CapitalSource 2007 - 2009
Skills
Financial Modeling, Risk Management, Due Diligence, Structured Finance, Credit, Securitization, Financial Analysis, Capital Markets, DCF Valuation, Financial Accounting, Proformas, Valuation, Financial Spreads, KPI Dashboards, Project Coordination, Client..., Key Performance..., Portfolio Management, Asset Management, Corporate Finance, Financial Planning
Education
Georgetown University - The McDonough School of Business
Master of Business Administration, Corporate Finance and Strategy
University of Illinois at Urbana-Champaign
BA, Political Science
Cecilia Shi Cecilia Shi's CapitalSource Experience June 2013 - August 2013
Job Technical Solutions Consultant at Oracle
Industry Investment Management
Experience
Oracle June 2014 - Present
National Defense University October 2013 - May 2014
Net Impact January 2012 - May 2014
CapitalSource June 2013 - August 2013
Centennial Group Inc February 2013 - May 2013
Innotion Enterprises 2013 - May 2013
Smart Women Securities January 2012 - May 2013
Fund for the Public Interest: Environment Massachusetts May 2012 - August 2012
Bowls For Health Fundraiser 2009 - 2010
The St. Marker (Online) 2009 - 2010
Skills
Visual Basic, VBA Programming, Microsoft Excel, Microsoft Office, Computer Proficiency, Valuation, Leadership, Customer Service, German, Chinese, VBA, Financial Analysis, Editing, PowerPoint, Research, Fundraising, Analysis, Data Analysis, Event Planning, Teamwork, Business Strategy, Finance
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Double Major: Finance, Operations & Information Management
Oxford University 2012 — 2012
St. Mark's School 2006 — 2010
High School Diploma
Oracle June 2014 - Present
National Defense University October 2013 - May 2014
Net Impact January 2012 - May 2014
CapitalSource June 2013 - August 2013
Centennial Group Inc February 2013 - May 2013
Innotion Enterprises 2013 - May 2013
Smart Women Securities January 2012 - May 2013
Fund for the Public Interest: Environment Massachusetts May 2012 - August 2012
Bowls For Health Fundraiser 2009 - 2010
The St. Marker (Online) 2009 - 2010
Skills
Visual Basic, VBA Programming, Microsoft Excel, Microsoft Office, Computer Proficiency, Valuation, Leadership, Customer Service, German, Chinese, VBA, Financial Analysis, Editing, PowerPoint, Research, Fundraising, Analysis, Data Analysis, Event Planning, Teamwork, Business Strategy, Finance
Education
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Double Major: Finance, Operations & Information Management
Oxford University 2012 — 2012
St. Mark's School 2006 — 2010
High School Diploma
Kaspara Brown Kaspara Brown's CapitalSource Experience September 2008 - August 2009
Job Unarmed Security Officer
Industry Security and Investigations
Experience
Allied Barton Protective Svc February 2014 - Present
Harris Teeter April 2008 - February 2014
D.C. Metropolitan Police Department September 2012 - December 2012
CapitalSource September 2008 - August 2009
Skills
Time Management, Cash Register, Cashiering, Customer Service, Loss Prevention, Leadership, Inventory Control, Microsoft Word, Research, Social Media, Teamwork
Education
Coppin State University 2009 — 2013
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Coppin State University
CRIMINAL JUSTICE
Allied Barton Protective Svc February 2014 - Present
Harris Teeter April 2008 - February 2014
D.C. Metropolitan Police Department September 2012 - December 2012
CapitalSource September 2008 - August 2009
Skills
Time Management, Cash Register, Cashiering, Customer Service, Loss Prevention, Leadership, Inventory Control, Microsoft Word, Research, Social Media, Teamwork
Education
Coppin State University 2009 — 2013
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Coppin State University
CRIMINAL JUSTICE
Diego Fabrega Diego Fabrega's CapitalSource Experience June 2013 - August 2013
Job Business Analyst at SunTrust
Industry Banking
Experience
SunTrust May 2014 - Present
SunTrust Bank May 2014 - May 2015
Land Finance Group, LLC January 2014 - June 2014
American University Student Managed Investment Fund August 2013 - May 2014
CapitalSource June 2013 - August 2013
CF Partners (UK) LLP June 2013 - July 2013
Partners of the Americas September 2012 - April 2013
Culver Academies June 2011 - August 2011
POSPAN June 2010 - August 2010
Skills
Leadership, Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Spanish, Time Management, Analysis, Management, French, Economics, Investments, Financial Modeling, Banking, Rugby, Latin America, Marketing Communications, Entrepreneurship, Nonprofits, Small Business, Research, Sales, Portfolio Management, Data Analysis, Market Research, Fundraising, Access, Equities, Budgets, Real Estate, Commercial Real Estate, Real Estate Lending, Underwriting, Public Speaking, Social Media, Mergers & Acquisitions, Loans, Microsoft Word
Education
American University - Kogod School of Business 2010 — 2014
Bachelor's Degree, Finance and Entrepreneurship with a Minor in Economics, 3.47
ESCP-EAP (GB) 2012 — 2012
ESCP Finance Summer Course, Finance, N/A
Culver Academies 2006 — 2010
SunTrust May 2014 - Present
SunTrust Bank May 2014 - May 2015
Land Finance Group, LLC January 2014 - June 2014
American University Student Managed Investment Fund August 2013 - May 2014
CapitalSource June 2013 - August 2013
CF Partners (UK) LLP June 2013 - July 2013
Partners of the Americas September 2012 - April 2013
Culver Academies June 2011 - August 2011
POSPAN June 2010 - August 2010
Skills
Leadership, Finance, Microsoft Office, Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Spanish, Time Management, Analysis, Management, French, Economics, Investments, Financial Modeling, Banking, Rugby, Latin America, Marketing Communications, Entrepreneurship, Nonprofits, Small Business, Research, Sales, Portfolio Management, Data Analysis, Market Research, Fundraising, Access, Equities, Budgets, Real Estate, Commercial Real Estate, Real Estate Lending, Underwriting, Public Speaking, Social Media, Mergers & Acquisitions, Loans, Microsoft Word
Education
American University - Kogod School of Business 2010 — 2014
Bachelor's Degree, Finance and Entrepreneurship with a Minor in Economics, 3.47
ESCP-EAP (GB) 2012 — 2012
ESCP Finance Summer Course, Finance, N/A
Culver Academies 2006 — 2010
Jordan Borger Jordan Borger's CapitalSource Experience May 2015 - Present
Job Analyst at CapitalSource
Industry Management Consulting
Experience
CapitalSource May 2015 - Present
Acciaierie Bertoli Safau SpA January 2015 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - April 2015
Correct Craft (Nautique Boat Company, Inc.) May 2014 - August 2014
NASCAR March 2014 - August 2014
Rollins College January 2014 - May 2014
Robert Secrest for City Commission Seat #1 April 2012 - August 2012
Wyndham Vacation Ownership June 2011 - August 2011
Skills
Microsoft Excel, Marketing Strategy, Analysis, PowerPoint, Leadership, Strategic Planning, Financial Modeling, Public Speaking, International Relations, Leadership Development, Microsoft Office, Economic Policy, Economic Research, Financial Analysis, Management Consulting, International Political..., Political Risk Analysis, Financial Accounting, International Business, Econometrics, International Trade, Political Consulting, Spanish, Research
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Marketing, and International Business
Amherst College 2010 — 2013
BA, Economics, Political Science, International Relations
CapitalSource May 2015 - Present
Acciaierie Bertoli Safau SpA January 2015 - May 2015
Starwood Hotels & Resorts Worldwide, Inc. May 2014 - April 2015
Correct Craft (Nautique Boat Company, Inc.) May 2014 - August 2014
NASCAR March 2014 - August 2014
Rollins College January 2014 - May 2014
Robert Secrest for City Commission Seat #1 April 2012 - August 2012
Wyndham Vacation Ownership June 2011 - August 2011
Skills
Microsoft Excel, Marketing Strategy, Analysis, PowerPoint, Leadership, Strategic Planning, Financial Modeling, Public Speaking, International Relations, Leadership Development, Microsoft Office, Economic Policy, Economic Research, Financial Analysis, Management Consulting, International Political..., Political Risk Analysis, Financial Accounting, International Business, Econometrics, International Trade, Political Consulting, Spanish, Research
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Marketing, and International Business
Amherst College 2010 — 2013
BA, Economics, Political Science, International Relations
Jeffrey C. Jellerson Jeffrey C. Jellerson's CapitalSource Experience October 2010 - August 2011
Job Wells Fargo Practice Finance Business Development Manager Northeast
Industry Financial Services
Experience
Wells Fargo Practice Finance January 2015 - Present
Healthcare Professional Funding August 2011 - January 2015
CapitalSource October 2010 - August 2011
Bank of America October 2009 - October 2010
GE Capital February 2008 - January 2009
GE Capital September 2005 - February 2008
GE Capital March 2000 - September 2005
Skills
Customer Service, Loans, Program Management, Credit, Financial Services, Sales, Sales Management, Marketing, Financial Transactions, Banking, Start-ups, Finance, Mergers & Acquisitions, Sales Operations, New Business Development, Business Development, Funding, Credit Analysis, Strategic Planning, Analysis, Coaching, Cross-functional Team..., Customer Satisfaction, Investments, Management, Process Improvement, Salesforce.com, Small Business Lending, Training, Financial Analysis, Small Business, Commercial Lending, Leadership, Selling
Education
College of the Holy Cross 1993 — 1997
BA, History
Beverly High School 1989 — 1993
Diploma, General Education
Wells Fargo Practice Finance January 2015 - Present
Healthcare Professional Funding August 2011 - January 2015
CapitalSource October 2010 - August 2011
Bank of America October 2009 - October 2010
GE Capital February 2008 - January 2009
GE Capital September 2005 - February 2008
GE Capital March 2000 - September 2005
Skills
Customer Service, Loans, Program Management, Credit, Financial Services, Sales, Sales Management, Marketing, Financial Transactions, Banking, Start-ups, Finance, Mergers & Acquisitions, Sales Operations, New Business Development, Business Development, Funding, Credit Analysis, Strategic Planning, Analysis, Coaching, Cross-functional Team..., Customer Satisfaction, Investments, Management, Process Improvement, Salesforce.com, Small Business Lending, Training, Financial Analysis, Small Business, Commercial Lending, Leadership, Selling
Education
College of the Holy Cross 1993 — 1997
BA, History
Beverly High School 1989 — 1993
Diploma, General Education
Diana Abdul Diana Abdul's CapitalSource Experience 2008 - 2009
Job Independent Stylist
Industry Events Services
Experience
Stella & Dot February 2011 - Present
Department of the navy February 2009 - Present
CapitalSource Business Finance Group (BFI Business Finance) January 2008 - January 2009
CapitalSource 2008 - 2009
Skills
Event Planning, Event Management, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Marketing, Social Media, Outlook, Sales, Fundraising, Marketing Communications, Public Relations, Press Releases
Education
Northern Virginia Community College 2012 — 2014
Associate of Arts (AA), Digital Communication and Media/Multimedia
Fashion Institute of Technology 2011 — 2013
Bachelor of Arts (B.A.), Image Consulting
American University 2005 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Stella & Dot February 2011 - Present
Department of the navy February 2009 - Present
CapitalSource Business Finance Group (BFI Business Finance) January 2008 - January 2009
CapitalSource 2008 - 2009
Skills
Event Planning, Event Management, Budgets, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Marketing, Social Media, Outlook, Sales, Fundraising, Marketing Communications, Public Relations, Press Releases
Education
Northern Virginia Community College 2012 — 2014
Associate of Arts (AA), Digital Communication and Media/Multimedia
Fashion Institute of Technology 2011 — 2013
Bachelor of Arts (B.A.), Image Consulting
American University 2005 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Shannon Stroud Shannon Stroud's CapitalSource Experience May 2003 - September 2006
Job Vice President at Emerging Markets Private Equity Association
Industry Financial Services
Experience
Emerging Markets Private Equity Association October 2008 - Present
Pine Creek Partners September 2006 - October 2008
CapitalSource May 2003 - September 2006
Education
Georgetown University - The McDonough School of Business 2000 — 2003
MBA, Business
University of Richmond 1993 — 1997
BA, Economics, French, Journalism
Emerging Markets Private Equity Association October 2008 - Present
Pine Creek Partners September 2006 - October 2008
CapitalSource May 2003 - September 2006
Education
Georgetown University - The McDonough School of Business 2000 — 2003
MBA, Business
University of Richmond 1993 — 1997
BA, Economics, French, Journalism
Katie Keogh, GBA, PHR Katie Keogh, GBA, PHR's CapitalSource Experience April 2008 - April 2014
Job Account Manager at Keller Benefit Services
Industry Insurance
Experience
Keller Benefit Services September 2014 - Present
Pacific Western Bank April 2014 - August 2014
CapitalSource April 2008 - April 2014
EuroMotorcars, Inc. May 2005 - February 2008
Skills
Payroll, Analysis, Onboarding, Employee Benefits, Customer Service, Microsoft Office, Human Resources, Event Planning
Education
American University 2003 — 2007
BA, Technical Theatre, Graphic Design
Keller Benefit Services September 2014 - Present
Pacific Western Bank April 2014 - August 2014
CapitalSource April 2008 - April 2014
EuroMotorcars, Inc. May 2005 - February 2008
Skills
Payroll, Analysis, Onboarding, Employee Benefits, Customer Service, Microsoft Office, Human Resources, Event Planning
Education
American University 2003 — 2007
BA, Technical Theatre, Graphic Design
Ana Albinson's CapitalSource Experience March 2010 - July 2011
Job Associate Marketing Manager at Cengage Learning
Industry Higher Education
Experience
Cengage Learning March 2014 - Present
Hidden Equity LLC January 2013 - March 2014
Fund for the Public Interest September 2012 - January 2013
Fair Share Colorado October 2012 - November 2012
Brandeis University January 2012 - June 2012
Brandeis University August 2011 - December 2011
CapitalSource March 2010 - July 2011
Securities Industry and Financial Markets Association June 2008 - August 2009
ASG Sports September 2007 - June 2009
Sleep Solutions March 2006 - June 2006
Skills
Editing, Public Relations, Non-profits, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Crisis Communications, Social Media, Customer Service, Event Planning, Data Analysis, Blogging, Community Outreach, Policy Analysis, Public Speaking, Public Policy, Fundraising, Higher Education, Community Management, Facebook, Facebook Marketing, Google Adwords, Google Analytics, Nonprofits, Analysis
Education
Brandeis University 2011 — 2012
Masters of Literature, English Language and Literature/Letters
University of Maryland College Park 2007 — 2009
BA, English Literature
Cengage Learning March 2014 - Present
Hidden Equity LLC January 2013 - March 2014
Fund for the Public Interest September 2012 - January 2013
Fair Share Colorado October 2012 - November 2012
Brandeis University January 2012 - June 2012
Brandeis University August 2011 - December 2011
CapitalSource March 2010 - July 2011
Securities Industry and Financial Markets Association June 2008 - August 2009
ASG Sports September 2007 - June 2009
Sleep Solutions March 2006 - June 2006
Skills
Editing, Public Relations, Non-profits, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Crisis Communications, Social Media, Customer Service, Event Planning, Data Analysis, Blogging, Community Outreach, Policy Analysis, Public Speaking, Public Policy, Fundraising, Higher Education, Community Management, Facebook, Facebook Marketing, Google Adwords, Google Analytics, Nonprofits, Analysis
Education
Brandeis University 2011 — 2012
Masters of Literature, English Language and Literature/Letters
University of Maryland College Park 2007 — 2009
BA, English Literature
Michael Mac Bernie Michael Mac Bernie's CapitalSource Experience September 2015 - Present
Job Investment Analyst Successfully completed the CFA Level 3 exam
Industry Financial Services
Experience
CapitalSource September 2015 - Present
Pacific Union Property Advisors September 2012 - September 2015
PNC August 2010 - September 2012
PNC August 2010 - January 2012
KeyChange, Inc. July 2011 - December 2011
ValueClick July 2009 - September 2009
Skills
Equity Research and..., Business Analysis and..., Real Estate, Research, Business Valuation, Group Dynamics, Equity Trading, Real Property Valuation, Credit Analysis, Financial Analysis, Finance, Entrepreneurship, Real Estate Economics, Commercial Real Estate, Securities, Investment Properties, Mutual Funds, Investment Strategies, Alternative Investments, Capital Markets, Credit, Cash Flow, Marketing, Financial Modeling, Accounting, Property Tax, ETFs, Salesforce.com, Loans, Asset Management, Private Equity, Start-ups, Property Tax Law, Valuation, Management, Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S., Psychology
Campolindo High School 2002 — 2006
CapitalSource September 2015 - Present
Pacific Union Property Advisors September 2012 - September 2015
PNC August 2010 - September 2012
PNC August 2010 - January 2012
KeyChange, Inc. July 2011 - December 2011
ValueClick July 2009 - September 2009
Skills
Equity Research and..., Business Analysis and..., Real Estate, Research, Business Valuation, Group Dynamics, Equity Trading, Real Property Valuation, Credit Analysis, Financial Analysis, Finance, Entrepreneurship, Real Estate Economics, Commercial Real Estate, Securities, Investment Properties, Mutual Funds, Investment Strategies, Alternative Investments, Capital Markets, Credit, Cash Flow, Marketing, Financial Modeling, Accounting, Property Tax, ETFs, Salesforce.com, Loans, Asset Management, Private Equity, Start-ups, Property Tax Law, Valuation, Management, Analysis
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S., Psychology
Campolindo High School 2002 — 2006
Jennifer Ukwa Jennifer Ukwa's CapitalSource Experience February 2005 - March 2007
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton March 2007 - Present
CapitalSource February 2005 - March 2007
Venture Marketing Solutions August 2004 - February 2005
Skills
Management Consulting, Design Thinking, Innovation Consulting, Strategy Development, Business Analysis, Human Centered Design, Strategy, Business St, Project Planning, Strategic Planning, Business Strategy, Product Innovation, Leadership Development, Social Entrepreneurship, Product Marketing, Instructional Design, Organizational..., Distance Learning, Learning Management, Proposal Writing, Change Management, Creative Solutions, Project Coordination, Executive Coaching, Consulting, Non-profit Leadership, Project Implementation, Section 508 Compliance, Advisory Boards, Brand Management, Program Management, Data Analysis
Education
Human Capital Institute (HCI) 2014 — 2014
Certified Human Capital Strategist (HCS), Human Capital Strategy
Webster University 2004 — 2007
Master of Business Administration (MBA), Leadership and Management
Eastern Mennonite University 2001 — 2004
Bachelor of Business Administration (BBA), Economics
Booz Allen Hamilton March 2007 - Present
CapitalSource February 2005 - March 2007
Venture Marketing Solutions August 2004 - February 2005
Skills
Management Consulting, Design Thinking, Innovation Consulting, Strategy Development, Business Analysis, Human Centered Design, Strategy, Business St, Project Planning, Strategic Planning, Business Strategy, Product Innovation, Leadership Development, Social Entrepreneurship, Product Marketing, Instructional Design, Organizational..., Distance Learning, Learning Management, Proposal Writing, Change Management, Creative Solutions, Project Coordination, Executive Coaching, Consulting, Non-profit Leadership, Project Implementation, Section 508 Compliance, Advisory Boards, Brand Management, Program Management, Data Analysis
Education
Human Capital Institute (HCI) 2014 — 2014
Certified Human Capital Strategist (HCS), Human Capital Strategy
Webster University 2004 — 2007
Master of Business Administration (MBA), Leadership and Management
Eastern Mennonite University 2001 — 2004
Bachelor of Business Administration (BBA), Economics
Andrew Bolton Andrew Bolton's CapitalSource Experience January 2013 - Present
Job VP Business Development, SBA
Industry Banking
Experience
CapitalSource January 2013 - Present
CDC Small Business Finance January 2007 - Present
U.S. Bank August 2010 - January 2013
Future for Kids September 2006 - May 2011
Legis Commercial Capital February 2010 - August 2010
Green Energy Concepts, LLC January 2009 - February 2010
Temecula Valley Bank July 2007 - January 2009
Community National Bank/ Pacific Western Bank November 2003 - July 2007
BAX Global March 2002 - January 2003
Intel Corporation October 2000 - March 2002
Skills
Finance, Credit, Banking, Loans, Credit Analysis, Real Estate, Sales, Financial Analysis, Commercial Banking, Portfolio Management, Leadership, Investment Properties, Management, SBA, Mortgage Lending, Risk Management, Investments, Due Diligence, Marketing, Mergers, Commercial Real Estate, Relationship Management, Cash Management, Small Business Lending, Commercial Mortgages, SBA 504, Asset Based Lending, Underwriting, Funding, Cash Flow Lending, USDA, Real Estate Financing, Small Business, Financial Modeling, Financial Services, Real Estate Economics, Financial Structuring, Mergers & Acquisitions, Loan Origination, Refinance, Mortgage Banking, Business Development, Customer Service, Entrepreneurship, Commercial Lending, Credit Risk, Lines Of Credit, Consumer Lending, Treasury Management, Construction Loans
Education
University of Phoenix 2002 — 2005
BS
Bethel University 1995 — 1997
CapitalSource January 2013 - Present
CDC Small Business Finance January 2007 - Present
U.S. Bank August 2010 - January 2013
Future for Kids September 2006 - May 2011
Legis Commercial Capital February 2010 - August 2010
Green Energy Concepts, LLC January 2009 - February 2010
Temecula Valley Bank July 2007 - January 2009
Community National Bank/ Pacific Western Bank November 2003 - July 2007
BAX Global March 2002 - January 2003
Intel Corporation October 2000 - March 2002
Skills
Finance, Credit, Banking, Loans, Credit Analysis, Real Estate, Sales, Financial Analysis, Commercial Banking, Portfolio Management, Leadership, Investment Properties, Management, SBA, Mortgage Lending, Risk Management, Investments, Due Diligence, Marketing, Mergers, Commercial Real Estate, Relationship Management, Cash Management, Small Business Lending, Commercial Mortgages, SBA 504, Asset Based Lending, Underwriting, Funding, Cash Flow Lending, USDA, Real Estate Financing, Small Business, Financial Modeling, Financial Services, Real Estate Economics, Financial Structuring, Mergers & Acquisitions, Loan Origination, Refinance, Mortgage Banking, Business Development, Customer Service, Entrepreneurship, Commercial Lending, Credit Risk, Lines Of Credit, Consumer Lending, Treasury Management, Construction Loans
Education
University of Phoenix 2002 — 2005
BS
Bethel University 1995 — 1997
Awide Shahidi Awide Shahidi's CapitalSource Experience July 2013 - July 2015
Job Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
CapitalSource July 2013 - July 2015
Merrill Lynch January 2011 - August 2011
YFA October 2009 - May 2010
Meiburger Lawfirm P.C. March 2008 - May 2008
Skills
Economics, Microsoft Office, Microsoft Excel, Research, Finance, Data Analysis, Market Research, Provider Taxes, Property Taxes, Leadership, CAM, Management, Microsoft Word, Social Networking, Analysis, PowerPoint
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2008 — 2012
Economics, German Language and Literature
James Madison High School 2004 — 2008
Capital One July 2015 - Present
CapitalSource July 2013 - July 2015
Merrill Lynch January 2011 - August 2011
YFA October 2009 - May 2010
Meiburger Lawfirm P.C. March 2008 - May 2008
Skills
Economics, Microsoft Office, Microsoft Excel, Research, Finance, Data Analysis, Market Research, Provider Taxes, Property Taxes, Leadership, CAM, Management, Microsoft Word, Social Networking, Analysis, PowerPoint
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA), Finance
George Mason University 2008 — 2012
Economics, German Language and Literature
James Madison High School 2004 — 2008
Bob McGee Bob McGee's CapitalSource Experience April 2014 - Present
Job Loan Officer, AVP of Structured Finance at CapitalSource Bank
Industry Commercial Real Estate
Experience
CapitalSource April 2014 - Present
StellarOne Bank January 2012 - March 2014
StellarOne Bank January 2008 - January 2012
StellarOne Bank July 2007 - December 2007
Skills
Commercial Lending, Loans, Commercial Mortgages, Commercial Banking, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Underwriting, Banking, Construction Loans, Consumer Lending, Portfolio Management, Refinance, Real Estate Economics, Real Estate Financing, Lines Of Credit, Credit Risk, Real Estate
Education
University of Virginia Executive Banking School at The Darden School of Business 2011 — 2013
Bridgewater College 2003 — 2007
Bachelor's degree, Business Administration with a Concentration in Finance
CapitalSource April 2014 - Present
StellarOne Bank January 2012 - March 2014
StellarOne Bank January 2008 - January 2012
StellarOne Bank July 2007 - December 2007
Skills
Commercial Lending, Loans, Commercial Mortgages, Commercial Banking, Credit Analysis, Mortgage Lending, Credit, Loan Origination, Underwriting, Banking, Construction Loans, Consumer Lending, Portfolio Management, Refinance, Real Estate Economics, Real Estate Financing, Lines Of Credit, Credit Risk, Real Estate
Education
University of Virginia Executive Banking School at The Darden School of Business 2011 — 2013
Bridgewater College 2003 — 2007
Bachelor's degree, Business Administration with a Concentration in Finance
Lorena C. Marquez's CapitalSource Experience September 2012 - November 2012
Job Leasing and Legal Assistant at Simon Property Group
Industry Events Services
Experience
EurAupair June 2014 - Present
Simon Property Group April 2013 - Present
American Association of Notaries - Notary Public July 2013 - Present
ManpowerGroup March 2013 - April 2013
CapitalSource September 2012 - November 2012
Sittercity June 2006 - September 2012
American University January 2012 - May 2012
European Vibe Entertainment January 2011 - July 2011
Mosaic International Institute S.L. August 2010 - June 2011
ChiquiTin Escuela Infantil August 2010 - December 2010
Skills
Social Networking, Facebook, Marketing, Social Media, Research, Recruiting, Microsoft Excel, Interviews, Editing, Event Planning, Organizational..., Highly detail oriented, Strategic Planning, Spanish, Management, Administrative..., Time Management, Fundraising, Public Relations, PowerPoint, Community Outreach, Public Speaking, Social Media Marketing, Event Management, Blogging, Leadership, Outlook, Microsoft Word, Advertising
Education
American University 2008 — 2012
International Business Major and Spanish Minor
Universidad Pontificia Comillas 2010 — 2011
International Business
Walter Johnson High School 2006 — 2008
High School Diploma
La Salle High School 2004 — 2006
EurAupair June 2014 - Present
Simon Property Group April 2013 - Present
American Association of Notaries - Notary Public July 2013 - Present
ManpowerGroup March 2013 - April 2013
CapitalSource September 2012 - November 2012
Sittercity June 2006 - September 2012
American University January 2012 - May 2012
European Vibe Entertainment January 2011 - July 2011
Mosaic International Institute S.L. August 2010 - June 2011
ChiquiTin Escuela Infantil August 2010 - December 2010
Skills
Social Networking, Facebook, Marketing, Social Media, Research, Recruiting, Microsoft Excel, Interviews, Editing, Event Planning, Organizational..., Highly detail oriented, Strategic Planning, Spanish, Management, Administrative..., Time Management, Fundraising, Public Relations, PowerPoint, Community Outreach, Public Speaking, Social Media Marketing, Event Management, Blogging, Leadership, Outlook, Microsoft Word, Advertising
Education
American University 2008 — 2012
International Business Major and Spanish Minor
Universidad Pontificia Comillas 2010 — 2011
International Business
Walter Johnson High School 2006 — 2008
High School Diploma
La Salle High School 2004 — 2006
![Nicola Fraser [Byrne]](https://cdn.bearsofficialsstore.com/li/webp/12933642.webp)
Nicola Fraser [Byrne] Nicola Fraser [Byrne]'s CapitalSource Experience May 2007 - July 2008
Job Executive Director, Regulatory Capital Management Office
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Fannie Mae August 2014 - March 2015
Fannie Mae July 2013 - July 2014
Fannie Mae January 2012 - June 2013
Fannie Mae May 2010 - December 2011
Fannie Mae August 2008 - May 2010
CapitalSource May 2007 - July 2008
Deloitte May 2004 - April 2007
Deloitte May 2002 - May 2004
Arthur Andersen LLP September 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, Accounting, SEC filings, Finance, Auditing, Capital Markets, Risk Management, Financial Accounting, Forecasting, Consolidation, CPA, Financial Modeling, Financial Statements, US GAAP, Strategic Financial..., Internal Controls, Analysis, Corporate Finance, Enterprise Risk..., Financial Services, Valuation, Due Diligence, Strategic Planning, Business Strategy, Executive Management, Strategy, Portfolio Management, Budgets, Sarbanes-Oxley Act, Managerial Finance, Cross-functional Team..., Management, Leadership, Financial Risk, Financial Planning
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA), Business Administration - Accounting
JPMorgan Chase & Co. March 2015 - Present
Fannie Mae August 2014 - March 2015
Fannie Mae July 2013 - July 2014
Fannie Mae January 2012 - June 2013
Fannie Mae May 2010 - December 2011
Fannie Mae August 2008 - May 2010
CapitalSource May 2007 - July 2008
Deloitte May 2004 - April 2007
Deloitte May 2002 - May 2004
Arthur Andersen LLP September 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, Accounting, SEC filings, Finance, Auditing, Capital Markets, Risk Management, Financial Accounting, Forecasting, Consolidation, CPA, Financial Modeling, Financial Statements, US GAAP, Strategic Financial..., Internal Controls, Analysis, Corporate Finance, Enterprise Risk..., Financial Services, Valuation, Due Diligence, Strategic Planning, Business Strategy, Executive Management, Strategy, Portfolio Management, Budgets, Sarbanes-Oxley Act, Managerial Finance, Cross-functional Team..., Management, Leadership, Financial Risk, Financial Planning
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA), Business Administration - Accounting
Rana Diedrick Rana Diedrick's CapitalSource Experience June 2011 - September 2013
Job SBA Product Specialist at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation April 2014 - Present
Exit Ryan Scott Realty October 2013 - Present
CapitalSource June 2011 - September 2013
Fifth Third Bank January 2010 - June 2012
Wells Fargo May 1995 - December 2009
Skills
Hands-on Problem Solver, Entreprenurial Thinker, Customer Oriented, Deal Closer, SBA 504, SBA, Small Business Lending, Deal Closure, Commercial Lending, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Loans, Cash Flow Lending, Consumer Lending, Commercial Banking, Commercial Real Estate, Finance, Credit Analysis, Mortgage Lending, Real Estate, Credit
Education
CSU Sacramento 1990 — 1992
Bachelor of Science (B.S.), Finance, General
Solano Community College
Regions Financial Corporation April 2014 - Present
Exit Ryan Scott Realty October 2013 - Present
CapitalSource June 2011 - September 2013
Fifth Third Bank January 2010 - June 2012
Wells Fargo May 1995 - December 2009
Skills
Hands-on Problem Solver, Entreprenurial Thinker, Customer Oriented, Deal Closer, SBA 504, SBA, Small Business Lending, Deal Closure, Commercial Lending, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Loans, Cash Flow Lending, Consumer Lending, Commercial Banking, Commercial Real Estate, Finance, Credit Analysis, Mortgage Lending, Real Estate, Credit
Education
CSU Sacramento 1990 — 1992
Bachelor of Science (B.S.), Finance, General
Solano Community College
Bill Byrnes's CapitalSource Experience December 2012 - April 2014
Job CapitalSource, Chairman
Industry Financial Services
Experience
Washington REIT May 2010 - Present
CapitalSource December 2012 - April 2014
LoopNet July 2006 - April 2012
MUTUALdecision September 2006 - March 2010
La Quinta July 1998 - January 2006
BuzzMetrics June 1999 - September 2005
Security Capital Preferred Growth Fund 1998 - 2005
Georgetown University Business School July 1998 - June 1999
Alex. Brown & Sons July 1981 - February 1998
Skills
Mergers & Acquisitions, Investments, Finance, Portfolio Management, Investment Banking, Management, Real Estate, Mutual Funds, Venture Capital, Financial Analysis, Valuation, Executive Management, Marketing, Due Diligence, Private Equity, Start-ups, Asset Management, Mergers, Acquisitions, Corporate Finance, Board of Directors
Education
Georgetown University Law Center 1977 — 1981
JD
University of Michigan - Stephen M. Ross School of Business 1972 — 1973
MBA, Finance
Georgetown University - The McDonough School of Business 1968 — 1972
BSBA, Finance
Washington REIT May 2010 - Present
CapitalSource December 2012 - April 2014
LoopNet July 2006 - April 2012
MUTUALdecision September 2006 - March 2010
La Quinta July 1998 - January 2006
BuzzMetrics June 1999 - September 2005
Security Capital Preferred Growth Fund 1998 - 2005
Georgetown University Business School July 1998 - June 1999
Alex. Brown & Sons July 1981 - February 1998
Skills
Mergers & Acquisitions, Investments, Finance, Portfolio Management, Investment Banking, Management, Real Estate, Mutual Funds, Venture Capital, Financial Analysis, Valuation, Executive Management, Marketing, Due Diligence, Private Equity, Start-ups, Asset Management, Mergers, Acquisitions, Corporate Finance, Board of Directors
Education
Georgetown University Law Center 1977 — 1981
JD
University of Michigan - Stephen M. Ross School of Business 1972 — 1973
MBA, Finance
Georgetown University - The McDonough School of Business 1968 — 1972
BSBA, Finance
Jason Doran's CapitalSource Experience August 2007 - December 2008
Job Strategic Initiatives Manager at Sidecar Technologies
Industry Wireless
Experience
Sidecar Technologies December 2014 - Present
CVS Caremark Corporation June 2014 - December 2014
Mobiquity, Inc. May 2013 - March 2014
Prooty January 2012 - January 2013
Chloe Chic May 2011 - May 2012
Brooks Brothers September 2011 - December 2011
Bossa Nova Robotics May 2011 - August 2011
Credit Suisse January 2011 - May 2011
CapitalSource August 2007 - December 2008
CapitalSource August 2005 - August 2007
Skills
Marketing Strategy, revenue models, Business Model Design, business forecasting, Technology..., discrete-choice..., Scenario Analysis, Interactive Marketing..., Intellectual Property..., Financial Modeling, Competitive Analysis, Sensitivity Analysis, Pricing Strategy, brand strategy, Go-to-market Strategy, market segmentation, market prioritization, design methods, contextual inquiries, service design..., User-centered Design, ethnographies, Business Strategy, human factors principles, marketing communications, 3D rendering (Google..., learning plans, discovery driven..., organizational..., conjoint analysis, Marketing Communications, simulations, financial statement..., Licensing, Microsoft Excel, Microsoft Office, Commercialization, Forecasting, Segmentation, Management, Cross-functional Team..., Strategy, Entrepreneurship, E-commerce, Market Analysis, Business Development
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA), 3.7 GPA
Rensselaer Polytechnic Institute 2009 — 2010
Masters of Science, Technology Commercialization
Sweet Water Guide School 2006 — 2006
Fly Fishing Guide Certification
University of Virginia 2002 — 2005
BA, Economics (Finance and Mathematics concentrations)
La Universidad de Salamanca 2000 — 2001
Spanish
Sidecar Technologies December 2014 - Present
CVS Caremark Corporation June 2014 - December 2014
Mobiquity, Inc. May 2013 - March 2014
Prooty January 2012 - January 2013
Chloe Chic May 2011 - May 2012
Brooks Brothers September 2011 - December 2011
Bossa Nova Robotics May 2011 - August 2011
Credit Suisse January 2011 - May 2011
CapitalSource August 2007 - December 2008
CapitalSource August 2005 - August 2007
Skills
Marketing Strategy, revenue models, Business Model Design, business forecasting, Technology..., discrete-choice..., Scenario Analysis, Interactive Marketing..., Intellectual Property..., Financial Modeling, Competitive Analysis, Sensitivity Analysis, Pricing Strategy, brand strategy, Go-to-market Strategy, market segmentation, market prioritization, design methods, contextual inquiries, service design..., User-centered Design, ethnographies, Business Strategy, human factors principles, marketing communications, 3D rendering (Google..., learning plans, discovery driven..., organizational..., conjoint analysis, Marketing Communications, simulations, financial statement..., Licensing, Microsoft Excel, Microsoft Office, Commercialization, Forecasting, Segmentation, Management, Cross-functional Team..., Strategy, Entrepreneurship, E-commerce, Market Analysis, Business Development
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (MBA), 3.7 GPA
Rensselaer Polytechnic Institute 2009 — 2010
Masters of Science, Technology Commercialization
Sweet Water Guide School 2006 — 2006
Fly Fishing Guide Certification
University of Virginia 2002 — 2005
BA, Economics (Finance and Mathematics concentrations)
La Universidad de Salamanca 2000 — 2001
Spanish
Will Amezcua Will Amezcua's CapitalSource Experience January 2006 - January 2007
Job Marketing Director
Industry Biotechnology
Experience
Baxter International Inc. March 2015 - Present
Baxter International Inc. October 2014 - March 2015
Baxter International Inc. February 2014 - October 2014
Baxter International Inc. January 2012 - February 2014
Baxter International Inc. November 2010 - January 2012
Baxter International Inc. February 2009 - November 2010
Baxter International Inc. January 2007 - January 2009
CapitalSource January 2006 - January 2007
BMO Capital Markets 2003 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Economics, Health Industry Management, Analytical Consulting, Strategy, Marketing
DePauw University 1999 — 2003
BA, Economics, Spanish
Baxter International Inc. March 2015 - Present
Baxter International Inc. October 2014 - March 2015
Baxter International Inc. February 2014 - October 2014
Baxter International Inc. January 2012 - February 2014
Baxter International Inc. November 2010 - January 2012
Baxter International Inc. February 2009 - November 2010
Baxter International Inc. January 2007 - January 2009
CapitalSource January 2006 - January 2007
BMO Capital Markets 2003 - 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Economics, Health Industry Management, Analytical Consulting, Strategy, Marketing
DePauw University 1999 — 2003
BA, Economics, Spanish
Brian Sosner Brian Sosner's CapitalSource Experience October 2008 - December 2010
Job Principal of Sosner Consulting LLC
Industry Real Estate
Experience
Sosner Consulting LLC December 2010 - Present
CapitalSource October 2008 - December 2010
CW Capital and Allied Capital August 2004 - October 2008
Sosner Capital and Consulting May 1993 - July 2004
Shawmut Bank 1992 - 1993
Bank of New England (BNE) /RECOLL 1989 - 1992
Boston Financial (BFTG) 1983 - 1986
Skills
Mergers, Due Diligence, Investments, Real Estate, Financial Modeling, Loans, Valuation, Credit, Financial Analysis, Private Equity, Portfolio Management, Asset Managment, Credit Analysis, Real Estate Economics, Finance, Structured Finance, Loan Origination, Risk Management, Underwriting, Commercial Real Estate, Funding, Mergers & Acquisitions, Asset Management, Restructuring, Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
mst, taxation
University of Rhode Island - College of Business Administration 1975 — 1979
BS, Accounting
Sosner Consulting LLC December 2010 - Present
CapitalSource October 2008 - December 2010
CW Capital and Allied Capital August 2004 - October 2008
Sosner Capital and Consulting May 1993 - July 2004
Shawmut Bank 1992 - 1993
Bank of New England (BNE) /RECOLL 1989 - 1992
Boston Financial (BFTG) 1983 - 1986
Skills
Mergers, Due Diligence, Investments, Real Estate, Financial Modeling, Loans, Valuation, Credit, Financial Analysis, Private Equity, Portfolio Management, Asset Managment, Credit Analysis, Real Estate Economics, Finance, Structured Finance, Loan Origination, Risk Management, Underwriting, Commercial Real Estate, Funding, Mergers & Acquisitions, Asset Management, Restructuring, Acquisitions
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1986
mst, taxation
University of Rhode Island - College of Business Administration 1975 — 1979
BS, Accounting
Ruth Dominy Rosenberger's CapitalSource Experience May 2003 - May 2011
Job Client Services Controller at Primatics Financial
Industry Financial Services
Experience
Primatics Financial April 2011 - Present
CapitalSource May 2003 - May 2011
Central Parking 1997 - 2003
Skills
Portfolio Management, Accounting, Business Strategy, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Credit Risk, Financial Reporting, Loans, Risk Management, Capital Markets, Banking, Due Diligence, Credit
Education
George Mason University 1997 — 2002
Primatics Financial April 2011 - Present
CapitalSource May 2003 - May 2011
Central Parking 1997 - 2003
Skills
Portfolio Management, Accounting, Business Strategy, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Credit Risk, Financial Reporting, Loans, Risk Management, Capital Markets, Banking, Due Diligence, Credit
Education
George Mason University 1997 — 2002
Allan Marzen Allan Marzen's CapitalSource Experience June 2003 - March 2007
Job Managing Director Loan Originations at White Oak Global Advisors
Industry Financial Services
Experience
White Oak Global Advisors April 2014 - Present
Wells Fargo Capital Finance June 2012 - March 2014
AloStar Business Credit September 2011 - June 2012
First Niagara Commercial Finance April 2010 - October 2011
Golub Capital 2007 - 2009
CapitalSource June 2003 - March 2007
CIT 2001 - 2003
Fleet Capital 1995 - 2001
Deloitte & Touche 1991 - 1995
Education
George Mason University 1987 — 1991
Bachelor of Science, Finance and Accounting
Bel Air High
Fordham University School of Law
White Oak Global Advisors April 2014 - Present
Wells Fargo Capital Finance June 2012 - March 2014
AloStar Business Credit September 2011 - June 2012
First Niagara Commercial Finance April 2010 - October 2011
Golub Capital 2007 - 2009
CapitalSource June 2003 - March 2007
CIT 2001 - 2003
Fleet Capital 1995 - 2001
Deloitte & Touche 1991 - 1995
Education
George Mason University 1987 — 1991
Bachelor of Science, Finance and Accounting
Bel Air High
Fordham University School of Law
John Toufanian John Toufanian's CapitalSource Experience April 2004 - August 2008
Job Chief Legal Officer at Oxford Finance LLC
Industry Law Practice
Experience
Oxford Finance Corporation April 2010 - Present
Latham & Watkins August 2008 - April 2010
Mubadala Development Company January 2009 - July 2009
CapitalSource April 2004 - August 2008
Latham & Watkins November 1999 - March 2004
Steel Hector & Davis LLP May 1997 - August 1997
Education
USC Gould School of Law 1996 — 1999
Cornell University 1992 — 1996
BA, Government
Palm Beach Day School
Oxford Finance Corporation April 2010 - Present
Latham & Watkins August 2008 - April 2010
Mubadala Development Company January 2009 - July 2009
CapitalSource April 2004 - August 2008
Latham & Watkins November 1999 - March 2004
Steel Hector & Davis LLP May 1997 - August 1997
Education
USC Gould School of Law 1996 — 1999
Cornell University 1992 — 1996
BA, Government
Palm Beach Day School
Kristin Connall Kristin Connall's CapitalSource Experience July 2011 - May 2013
Job Development Associate at Forest City Enterprises
Industry Commercial Real Estate
Experience
Forest City Enterprises February 2015 - Present
StonebridgeCarras June 2013 - February 2015
CapitalSource July 2011 - May 2013
ST Residential June 2010 - September 2010
Allied Capital July 2008 - May 2009
American Capital Strategies November 2004 - May 2008
Skills
Financial Analysis, Due Diligence, Valuation, Excel, Real Estate, Investment Properties, Commercial Real Estate, Microsoft Excel, Real Estate Economics, Financial Modeling, Investments, Portfolio Management, Private Equity, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance & Economics
Boston College 2000 — 2004
BS, Finance & Marketing
Forest City Enterprises February 2015 - Present
StonebridgeCarras June 2013 - February 2015
CapitalSource July 2011 - May 2013
ST Residential June 2010 - September 2010
Allied Capital July 2008 - May 2009
American Capital Strategies November 2004 - May 2008
Skills
Financial Analysis, Due Diligence, Valuation, Excel, Real Estate, Investment Properties, Commercial Real Estate, Microsoft Excel, Real Estate Economics, Financial Modeling, Investments, Portfolio Management, Private Equity, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance & Economics
Boston College 2000 — 2004
BS, Finance & Marketing
Imran Javaid's CapitalSource Experience August 2001 - August 2011
Job Specialty Lending Group, CapitalOne Financial
Industry Financial Services
Experience
Capital One July 2011 - Present
CapitalSource August 2001 - August 2011
The Carlyle Group August 1999 - August 2001
KPMG October 1996 - August 1999
EisnerAmper LLP November 1995 - October 1996
Skills
Private Equity, Valuation, Financial Modeling, Financial Structuring, Due Diligence, Asset Managment, Credit Analysis, Investments, Equities, Mezzanine, Underwriting, Financial Analysis, Loans, Finance, Asset Management, Risk Management
Education
Franklin & Marshall College 1991 — 1995
BA, Accounting
Karachi Grammar 1989 — 1991
Capital One July 2011 - Present
CapitalSource August 2001 - August 2011
The Carlyle Group August 1999 - August 2001
KPMG October 1996 - August 1999
EisnerAmper LLP November 1995 - October 1996
Skills
Private Equity, Valuation, Financial Modeling, Financial Structuring, Due Diligence, Asset Managment, Credit Analysis, Investments, Equities, Mezzanine, Underwriting, Financial Analysis, Loans, Finance, Asset Management, Risk Management
Education
Franklin & Marshall College 1991 — 1995
BA, Accounting
Karachi Grammar 1989 — 1991
Mario Kodrata Mario Kodrata's CapitalSource Experience January 2010 - February 2012
Job Internal Audit Manager at Capital One
Industry Accounting
Experience
Capital One February 2012 - Present
CapitalSource January 2010 - February 2012
KPMG LLP January 2008 - October 2009
PricewaterhouseCoopers February 2006 - July 2007
KAP Drs. Johan, Malonda, Astika dan Rekan September 2001 - August 2004
Skills
SOX 404, Auditing, Process Mapping and..., Internal Audit, Internal Controls, Business Process Mapping, Risk Management, Risk Assessment, Budgets, External Audit, Finance, Accounting, Financial Audits, IT Audit, Sarbanes-Oxley Act, Financial Accounting, Management, Financial Analysis
Education
Curtin University 2004 — 2005
MBA, General MBA
1997 — 2002
Bachelor of Accounting, Accounting
Capital One February 2012 - Present
CapitalSource January 2010 - February 2012
KPMG LLP January 2008 - October 2009
PricewaterhouseCoopers February 2006 - July 2007
KAP Drs. Johan, Malonda, Astika dan Rekan September 2001 - August 2004
Skills
SOX 404, Auditing, Process Mapping and..., Internal Audit, Internal Controls, Business Process Mapping, Risk Management, Risk Assessment, Budgets, External Audit, Finance, Accounting, Financial Audits, IT Audit, Sarbanes-Oxley Act, Financial Accounting, Management, Financial Analysis
Education
Curtin University 2004 — 2005
MBA, General MBA
1997 — 2002
Bachelor of Accounting, Accounting
Gabriel Boyar's CapitalSource Experience 2005 - 2010
Job Real Estate Finance Investor & Advisor
Industry Real Estate
Experience
Columbia River Capital Advisors LLC 2010 - Present
CapitalSource 2005 - 2010
UBS Investment Bank 2003 - 2005
Brickman Associates 2001 - 2003
Nomura Securities 1997 - 2001
Weil, Gotshal & Manges 1992 - 1997
GVA Williams 1987 - 1989
Skills
Real Estate Economics, Asset Managment, CMBS, Structured Finance, Mezzanine, Portfolio Management, Asset Management, Acquisitions, Alternative Investments, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Corporate Real Estate, Debt Restructuring, Disposition, Due Diligence, Finance, Financial Advisory, Financial Modeling, Financial Structuring, Investment Banking, Investment Properties, Loan Origination, Real Estate, Real Estate Financing, Real Estate Private...
Education
New York University 1989 — 1992
M.S., Real Estate Development & Investment
Yeshiva University 1989 — 1992
J.D., Law
Cornell University 1983 — 1987
B.S., Industrial & Labor Relations
Columbia River Capital Advisors LLC 2010 - Present
CapitalSource 2005 - 2010
UBS Investment Bank 2003 - 2005
Brickman Associates 2001 - 2003
Nomura Securities 1997 - 2001
Weil, Gotshal & Manges 1992 - 1997
GVA Williams 1987 - 1989
Skills
Real Estate Economics, Asset Managment, CMBS, Structured Finance, Mezzanine, Portfolio Management, Asset Management, Acquisitions, Alternative Investments, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Corporate Real Estate, Debt Restructuring, Disposition, Due Diligence, Finance, Financial Advisory, Financial Modeling, Financial Structuring, Investment Banking, Investment Properties, Loan Origination, Real Estate, Real Estate Financing, Real Estate Private...
Education
New York University 1989 — 1992
M.S., Real Estate Development & Investment
Yeshiva University 1989 — 1992
J.D., Law
Cornell University 1983 — 1987
B.S., Industrial & Labor Relations
Michael Broderick Michael Broderick's CapitalSource Experience April 2012 - Present
Job Managing Director at CapitalSource
Industry Financial Services
Experience
CapitalSource April 2012 - Present
GE Capital, Healthcare Financial Services June 2008 - March 2012
GE Capital, Healthcare Financial Services June 2005 - May 2008
GE Equity July 2003 - June 2005
GE Capital July 2001 - June 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (M.B.A.), Healthcare Industry Management, Management & Strategy, Finance
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Economics, History
CapitalSource April 2012 - Present
GE Capital, Healthcare Financial Services June 2008 - March 2012
GE Capital, Healthcare Financial Services June 2005 - May 2008
GE Equity July 2003 - June 2005
GE Capital July 2001 - June 2003
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Master of Business Administration (M.B.A.), Healthcare Industry Management, Management & Strategy, Finance
College of the Holy Cross 1997 — 2001
Bachelor of Arts (B.A.), Economics, History
Jenni Brygider Petersen Jenni Brygider Petersen's CapitalSource Experience February 2010 - February 2012
Job Operations Coordinator at Triplei (formerly GNSI)
Industry Information Technology and Services
Experience
Information Innovators Inc. (Triple-i) March 2014 - Present
The Brickman Group February 2012 - March 2014
CapitalSource February 2010 - February 2012
Craig Technologies @ NASA HQ August 2009 - February 2010
The Montpelier Foundation (Non-Profit) March 2008 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Budgets, PowerPoint, Event Planning, Accounts Payable, Non-profits, Microsoft Word, Accounts Receivable, Strategic Planning, Social Media, Project Management, Team Building, Research, Process Improvement, Vendor Management, Project Planning, Management, Outlook, Fundraising, Nonprofits
Education
Frostburg State University 2003 — 2007
Liberal Arts, Mass Communications
Orange County High School 1999 — 2003
Information Innovators Inc. (Triple-i) March 2014 - Present
The Brickman Group February 2012 - March 2014
CapitalSource February 2010 - February 2012
Craig Technologies @ NASA HQ August 2009 - February 2010
The Montpelier Foundation (Non-Profit) March 2008 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, Budgets, PowerPoint, Event Planning, Accounts Payable, Non-profits, Microsoft Word, Accounts Receivable, Strategic Planning, Social Media, Project Management, Team Building, Research, Process Improvement, Vendor Management, Project Planning, Management, Outlook, Fundraising, Nonprofits
Education
Frostburg State University 2003 — 2007
Liberal Arts, Mass Communications
Orange County High School 1999 — 2003
Steven Museles Steven Museles's CapitalSource Experience January 2010 - April 2014
Job Board Member, Senior Executive & General Counsel
Industry Financial Services
Experience
AlliancePartners August 2013 - Present
Georgetown University Law Center December 2013 - Present
CapitalSource January 2010 - April 2014
John Delaney for Congress April 2012 - November 2012
CapitalSource January 2010 - December 2011
CapitalSource August 2000 - December 2009
Hogan Lovells 1993 - 2000
Arent Fox August 1988 - August 1993
Skills
Executive Management, Strategy, Corporate Law, Strategic Human..., IPO, Corporate Governance, Financial Services, Commercial Lending, Financial Reporting, Leveraged Finance, Mergers & Acquisitions, REIT, Real Estate Transactions, Asset Management, Private Equity, Corporate Finance, Capital Markets, Finance, Due Diligence, Securities, Equities, Restructuring, Venture Capital, Portfolio Management, Loans, Financial Structuring, Securities Regulation, Litigation, Structured Finance, Financial Risk, Investments, Joint Ventures, Asset Based Lending, Business Strategy, Employee Engagement
Education
Georgetown University Law Center 1985 — 1988
JD, Banking, Corporate, Finance, and Securities Law
University of Virginia 1981 — 1985
BA, English
AlliancePartners August 2013 - Present
Georgetown University Law Center December 2013 - Present
CapitalSource January 2010 - April 2014
John Delaney for Congress April 2012 - November 2012
CapitalSource January 2010 - December 2011
CapitalSource August 2000 - December 2009
Hogan Lovells 1993 - 2000
Arent Fox August 1988 - August 1993
Skills
Executive Management, Strategy, Corporate Law, Strategic Human..., IPO, Corporate Governance, Financial Services, Commercial Lending, Financial Reporting, Leveraged Finance, Mergers & Acquisitions, REIT, Real Estate Transactions, Asset Management, Private Equity, Corporate Finance, Capital Markets, Finance, Due Diligence, Securities, Equities, Restructuring, Venture Capital, Portfolio Management, Loans, Financial Structuring, Securities Regulation, Litigation, Structured Finance, Financial Risk, Investments, Joint Ventures, Asset Based Lending, Business Strategy, Employee Engagement
Education
Georgetown University Law Center 1985 — 1988
JD, Banking, Corporate, Finance, and Securities Law
University of Virginia 1981 — 1985
BA, English
Keith Kodrin Keith Kodrin's CapitalSource Experience June 2001 - October 2010
Job Senior Director, Healthcare Real Estate at Capital One
Industry Financial Services
Experience
Capital One March 2012 - Present
Oxford Finance LLC July 2011 - March 2012
Oxford Finance LLC November 2010 - July 2011
CapitalSource June 2001 - October 2010
Skills
Debt, Structuring, Underwriting, Valuation, Portfolio Management, Financial Modeling, Credit, Healthcare, Asset Based Lending, Negotiation, Financial Analysis, Mortgage, Commercial Lending, Real Estate Investment, Due Diligence, Financial Structuring
Education
Bowling Green State University 1995 — 2000
BSBA, Finance
Capital One March 2012 - Present
Oxford Finance LLC July 2011 - March 2012
Oxford Finance LLC November 2010 - July 2011
CapitalSource June 2001 - October 2010
Skills
Debt, Structuring, Underwriting, Valuation, Portfolio Management, Financial Modeling, Credit, Healthcare, Asset Based Lending, Negotiation, Financial Analysis, Mortgage, Commercial Lending, Real Estate Investment, Due Diligence, Financial Structuring
Education
Bowling Green State University 1995 — 2000
BSBA, Finance
Ross Van Drunen Ross Van Drunen's CapitalSource Experience May 2007 - March 2008
Job Portfolio Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management September 2014 - Present
Citizens Financial Group, Inc. May 2014 - September 2014
PuroClean by Van Drunen December 2010 - December 2013
Pangaea Asset Management March 2008 - December 2010
CapitalSource May 2007 - March 2008
Denali Capital July 2001 - May 2007
Heller Financial January 2000 - July 2001
Ernst & Young January 1997 - January 2000
Skills
Accounting, New Business Development, Budgets, Mergers, Strategic Planning, Financial Analysis, Negotiation, Microsoft Excel, Marketing, Business Development, Public Speaking, Project Planning, Team Building, Customer Service, Team Leadership, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Asset Management, Underwriting, Financial Modeling, Corporate Finance, Strategic Financial..., Vision Development, Business Strategy, Management, Credit, Investments, Finance, Investment Banking, Loans
Education
Trinity Christian College 1993 — 2006
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Masters of Business Administration
BMO Global Asset Management September 2014 - Present
Citizens Financial Group, Inc. May 2014 - September 2014
PuroClean by Van Drunen December 2010 - December 2013
Pangaea Asset Management March 2008 - December 2010
CapitalSource May 2007 - March 2008
Denali Capital July 2001 - May 2007
Heller Financial January 2000 - July 2001
Ernst & Young January 1997 - January 2000
Skills
Accounting, New Business Development, Budgets, Mergers, Strategic Planning, Financial Analysis, Negotiation, Microsoft Excel, Marketing, Business Development, Public Speaking, Project Planning, Team Building, Customer Service, Team Leadership, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Asset Management, Underwriting, Financial Modeling, Corporate Finance, Strategic Financial..., Vision Development, Business Strategy, Management, Credit, Investments, Finance, Investment Banking, Loans
Education
Trinity Christian College 1993 — 2006
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Masters of Business Administration
Michele Brigliadoro's CapitalSource Experience January 2014 - Present
Job Account Executive at CapitalSource
Industry Accounting
Experience
CapitalSource January 2014 - Present
Tiffany & Co. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Management, Social Networking, Leadership, Customer Service
Education
American University 2009 — 2013
Bachelor of Science (B.S.), Accounting
CapitalSource January 2014 - Present
Tiffany & Co. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Facebook, Public Speaking, Management, Social Networking, Leadership, Customer Service
Education
American University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Katherine Schappert Katherine Schappert's CapitalSource Experience June 2007 - August 2007
Job Senior Treasury Analyst at American Capital
Industry Financial Services
Experience
American Capital January 2014 - Present
American Capital August 2011 - January 2014
CapitalSource Inc. June 2008 - August 2011
CAPITALSOURCE, INC June 2008 - August 2011
Language ETC March 2009 - December 2009
Connor House August 2007 - May 2008
Davidson College August 2007 - December 2007
CapitalSource June 2007 - August 2007
Education
Davidson College 2004 — 2008
BA, Economics
Universidad del Museo Social Argentino 2006 — 2006
Semester credit, Spanish
American Capital January 2014 - Present
American Capital August 2011 - January 2014
CapitalSource Inc. June 2008 - August 2011
CAPITALSOURCE, INC June 2008 - August 2011
Language ETC March 2009 - December 2009
Connor House August 2007 - May 2008
Davidson College August 2007 - December 2007
CapitalSource June 2007 - August 2007
Education
Davidson College 2004 — 2008
BA, Economics
Universidad del Museo Social Argentino 2006 — 2006
Semester credit, Spanish
Alexander Lewis-Oakes Alexander Lewis-Oakes's CapitalSource Experience September 2014 - Present
Job Investment Associate at CapitalSource
Industry Real Estate
Experience
CapitalSource September 2014 - Present
Berkeley Point Capital LLC March 2014 - August 2014
Berkeley Point Capital LLC September 2012 - February 2014
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage January 2012 - March 2012
Ceres Capital Partners April 2011 - December 2011
Skills
Financial Modeling, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Loan Origination, Real Estate, CMBS, Real Estate Economics
Education
Georgetown University 2006 — 2010
BA, Economics
CapitalSource September 2014 - Present
Berkeley Point Capital LLC March 2014 - August 2014
Berkeley Point Capital LLC September 2012 - February 2014
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage January 2012 - March 2012
Ceres Capital Partners April 2011 - December 2011
Skills
Financial Modeling, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Loan Origination, Real Estate, CMBS, Real Estate Economics
Education
Georgetown University 2006 — 2010
BA, Economics
Joseph Estrich Joseph Estrich's CapitalSource Experience October 2014 - Present
Job Credit Analyst, CapitalSource
Industry Banking
Experience
CapitalSource October 2014 - Present
The Siegfried Group April 2014 - September 2014
Morgan Stanley June 2012 - November 2013
KPMG US September 2007 - June 2012
Skills
US GAAP, Financial Reporting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, External Audit, Internal Controls, IFRS, Financial Accounting
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Accounting
CapitalSource October 2014 - Present
The Siegfried Group April 2014 - September 2014
Morgan Stanley June 2012 - November 2013
KPMG US September 2007 - June 2012
Skills
US GAAP, Financial Reporting, SEC filings, Financial Analysis, Sarbanes-Oxley Act, External Audit, Internal Controls, IFRS, Financial Accounting
Education
Fairfield University 2003 — 2007
Bachelor of Science (B.S.), Accounting
A.J. Pachucinski A.J. Pachucinski's CapitalSource Experience August 2002 - Present
Job Underwriting Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource August 2002 - Present
Freed Maxick CPAs, P.C. 2001 - 2001
Brock, Schechter & Polakoff, LLP 1998 - 2001
US Army 1991 - 1993
Skills
Underwriting, Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Financial Analysis, Risk Management, Commercial Banking, Financial Risk, Credit Risk, Banking, Financial Modeling, Enterprise Risk...
Education
Canisius College 1996 — 1998
Bachelor's degree, Accounting
Hilbert College 1994 — 1996
Associate's degree, Accounting
CapitalSource August 2002 - Present
Freed Maxick CPAs, P.C. 2001 - 2001
Brock, Schechter & Polakoff, LLP 1998 - 2001
US Army 1991 - 1993
Skills
Underwriting, Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Financial Analysis, Risk Management, Commercial Banking, Financial Risk, Credit Risk, Banking, Financial Modeling, Enterprise Risk...
Education
Canisius College 1996 — 1998
Bachelor's degree, Accounting
Hilbert College 1994 — 1996
Associate's degree, Accounting
Shai N. Halbe Shai N. Halbe's CapitalSource Experience 2012 - Present
Job Senior Counsel at CapitalSource
Industry Law Practice
Experience
CapitalSource 2012 - Present
Brownstein Hyatt Farber Schreck 2008 - 2012
Heller Ehrman 2006 - 2008
Greenberg Glusker 2002 - 2006
Education
University of California, Los Angeles - School of Law 1991 — 1994
Doctor of Law (J.D.)
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics & Political Science
The London School of Economics and Political Science (LSE) 1989 — 1990
CapitalSource 2012 - Present
Brownstein Hyatt Farber Schreck 2008 - 2012
Heller Ehrman 2006 - 2008
Greenberg Glusker 2002 - 2006
Education
University of California, Los Angeles - School of Law 1991 — 1994
Doctor of Law (J.D.)
Duke University 1987 — 1991
Bachelor of Arts (B.A.), Economics & Political Science
The London School of Economics and Political Science (LSE) 1989 — 1990
Leanne Ladd Leanne Ladd's CapitalSource Experience September 2009 - Present
Job VP, Application Development Manager at Pacific Western Bank
Industry Financial Services
Experience
CapitalSource September 2009 - Present
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Due Diligence, Valuation, Finance
Education
University of Maryland College Park 2002 — 2002
Study Abroad in Spain
Brigham Young University 2000 — 2002
Bachelor of Arts (B.A.), International Business
CapitalSource September 2009 - Present
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Due Diligence, Valuation, Finance
Education
University of Maryland College Park 2002 — 2002
Study Abroad in Spain
Brigham Young University 2000 — 2002
Bachelor of Arts (B.A.), International Business
Kisen Nathu Kisen Nathu's CapitalSource Experience September 2005 - December 2006
Job Vice President at Encore Consumer Capital
Industry Venture Capital & Private Equity
Experience
Encore Consumer Capital December 2006 - Present
CapitalSource September 2005 - December 2006
Piper Jaffray September 2003 - July 2005
Morgan Keegan July 2002 - August 2003
Skills
LBO, Venture Capital, Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking
Education
Duke University 1998 — 2002
BS, Economics
Encore Consumer Capital December 2006 - Present
CapitalSource September 2005 - December 2006
Piper Jaffray September 2003 - July 2005
Morgan Keegan July 2002 - August 2003
Skills
LBO, Venture Capital, Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking
Education
Duke University 1998 — 2002
BS, Economics
Benjamin Tucker Joyce Benjamin Tucker Joyce's CapitalSource Experience February 2015 - Present
Job Associate at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2015 - Present
CapitalSource April 2013 - February 2015
CapitalSource Bank July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Bloomberg Terminal, Capital IQ, Excel, Credit Risk, Corporate Finance, Economics, Financial Accounting
Education
Dickinson College 2008 — 2012
Economics
CEA Barcelona 2011 — 2011
CapitalSource February 2015 - Present
CapitalSource April 2013 - February 2015
CapitalSource Bank July 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Bloomberg Terminal, Capital IQ, Excel, Credit Risk, Corporate Finance, Economics, Financial Accounting
Education
Dickinson College 2008 — 2012
Economics
CEA Barcelona 2011 — 2011
Patrick Walsh Patrick Walsh's CapitalSource Experience April 2005 - December 2008
Job Senior Vice President and Group Head, Commercial Bridge Lending at BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank June 2012 - Present
Carriage Hill September 2011 - June 2012
US Waste Industries, LLC June 2009 - August 2011
CapitalSource April 2005 - December 2008
Cerberus Capital Management March 2003 - February 2005
GE Commercial Finance May 2001 - March 2003
GE Capital May 1998 - April 2001
GE Capital May 1995 - April 1998
GE Capital March 1985 - May 1995
Skills
Mergers & Acquisitions
Education
Fairfield University 1981 — 1984
BS Finance, Finance
BofI Federal Bank June 2012 - Present
Carriage Hill September 2011 - June 2012
US Waste Industries, LLC June 2009 - August 2011
CapitalSource April 2005 - December 2008
Cerberus Capital Management March 2003 - February 2005
GE Commercial Finance May 2001 - March 2003
GE Capital May 1998 - April 2001
GE Capital May 1995 - April 1998
GE Capital March 1985 - May 1995
Skills
Mergers & Acquisitions
Education
Fairfield University 1981 — 1984
BS Finance, Finance
David Fetner's CapitalSource Experience June 2014 - August 2014
Job Graduate Student
Industry Accounting
Experience
B.A.F. Management, LP May 2015 - August 2015
CapitalSource June 2014 - August 2014
B.A.F. Management, LP May 2013 - August 2013
B.A.F. Management, LP May 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Social Media, Bloomberg Terminal, Social Networking
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Science (M.S.), Professional Accounting
The George Washington University 2011 — 2015
Bachelor of Accountancy
Ridgewood High School - NJ 2007 — 2011
Graduate
B.A.F. Management, LP May 2015 - August 2015
CapitalSource June 2014 - August 2014
B.A.F. Management, LP May 2013 - August 2013
B.A.F. Management, LP May 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Social Media, Bloomberg Terminal, Social Networking
Education
Fordham Gabelli School of Business 2015 — 2016
Master of Science (M.S.), Professional Accounting
The George Washington University 2011 — 2015
Bachelor of Accountancy
Ridgewood High School - NJ 2007 — 2011
Graduate
Chris Machen's CapitalSource Experience March 2005 - June 2006
Job Investment Banker at Barclays Capital
Industry Financial Services
Experience
Bloomingdale School Of Music 2015 - Present
Barclays Capital May 2011 - Present
Royal Bank of Canada July 2009 - June 2011
JP Morgan July 2008 - July 2009
CapitalSource March 2005 - June 2006
Corporate Executive Board 2001 - 2005
Corporate Executive Board 2000 - 2001
Skills
Investment Banking, High Yield, Financial Modeling, Leveraged Finance, LBO, Capital Markets, Fixed Income Research, Industrial Chemicals, Strategic Planning, Strategy, Distressed M&A, Corporate Finance, Financial Analysis, Equity Valuation, Distressed Debt, Debt Restructuring, Impact Investing, Transaction Experience, M&A Advisory Services, Strategic M&A, M&A Modeling, M&A execution, Leveraged Lending, High Yield Bonds, Relative Value Trading, Precedent Transactions, SOTP, Comparable Analysis, DCF Valuation, Commodity Chemicals, Aromatics, Olefins, Business Strategy, Strategic Growth..., financial planning and..., Business Analysis, Forecasting, Strategic Financial..., Valuation, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Early Stage Investment, Private Equity, Finance
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Investment Banking
University of Pittsburgh 1996 — 2000
Business
Bloomingdale School Of Music 2015 - Present
Barclays Capital May 2011 - Present
Royal Bank of Canada July 2009 - June 2011
JP Morgan July 2008 - July 2009
CapitalSource March 2005 - June 2006
Corporate Executive Board 2001 - 2005
Corporate Executive Board 2000 - 2001
Skills
Investment Banking, High Yield, Financial Modeling, Leveraged Finance, LBO, Capital Markets, Fixed Income Research, Industrial Chemicals, Strategic Planning, Strategy, Distressed M&A, Corporate Finance, Financial Analysis, Equity Valuation, Distressed Debt, Debt Restructuring, Impact Investing, Transaction Experience, M&A Advisory Services, Strategic M&A, M&A Modeling, M&A execution, Leveraged Lending, High Yield Bonds, Relative Value Trading, Precedent Transactions, SOTP, Comparable Analysis, DCF Valuation, Commodity Chemicals, Aromatics, Olefins, Business Strategy, Strategic Growth..., financial planning and..., Business Analysis, Forecasting, Strategic Financial..., Valuation, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Early Stage Investment, Private Equity, Finance
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Investment Banking
University of Pittsburgh 1996 — 2000
Business
Bob Radtke's CapitalSource Experience June 2010 - Present
Job
Industry Financial Services
Experience
CapitalSource June 2010 - Present
Tygris Asset Finance December 2008 - June 2010
RBS Asset Finance April 2004 - December 2008
GE Capital October 2001 - February 2003
Heller Financial, Inc. January 1992 - October 2001
Education
DePaul University
MBA
University of Illinois at Chicago
BS
CapitalSource June 2010 - Present
Tygris Asset Finance December 2008 - June 2010
RBS Asset Finance April 2004 - December 2008
GE Capital October 2001 - February 2003
Heller Financial, Inc. January 1992 - October 2001
Education
DePaul University
MBA
University of Illinois at Chicago
BS
Hunter Morhous's CapitalSource Experience September 2008 - February 2009
Job Associate at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
SunTrust Robinson Humphrey July 2013 - Present
Frontier Consulting Solutions August 2007 - May 2012
PNC January 2012 - April 2012
Fannie Mae May 2009 - November 2011
CapitalSource September 2008 - February 2009
GMAC ResCap May 2008 - September 2008
Actualize Consulting June 2005 - September 2007
Fannie Mae June 2005 - September 2007
Freddie Mac November 2003 - June 2005
Skills
Essbase, Access, Microsoft Excel, Business Objects, SQL, Oracle, PowerPoint, Microstrategy, Microsoft Word, Financial Analysis, Capital Markets, Financial Modeling, Risk Management, Financial Reporting, Process Improvement, Leadership, Business Analysis, Portfolio Management, Program Management, SDLC
Education
Emory University - Goizueta Business School 2012 — 2013
Master of Business Administration (MBA), Finance
Washington and Lee University 1999 — 2003
BS, Accounting
Woodberry Forest School 1997 — 1999
Randi Killen, SPHR, CEBS, MBTI's CapitalSource Experience January 2009 - February 2011
Job Director of Human Resources at Bernstein Management Corporation
Industry Human Resources
Experience
Bernstein Management Corporation August 2014 - Present
Human Resource Leadership Awards June 2014 - Present
CapitalSource/Pacific Western Bank March 2011 - August 2014
CapitalSource January 2009 - February 2011
CapitalSource August 2004 - December 2008
CapitalSource February 2003 - August 2004
Skills
Human Resources, Employee Relations, Performance Management, Leadership Development, Succession Planning, Employee Benefits, MBTI Certified, Talent Acquisition, Analysis, Employee Engagement, MBTI, Process Improvement, Workforce Planning, Management, Strategic Planning, Talent Management, Program Development, Training, Onboarding, Conflict Resolution, Mergers & Acquisitions, Leadership, Deferred Compensation, Benefits Administration, Organizational..., HRIS
Education
The George Washington University 2009 — 2010
Masters, Human Resources Development
Frostburg State University 1998 — 2002
Bachelor of Science (BS), Business Administration with a Concentration in Management and focus in Human Resources
Bernstein Management Corporation August 2014 - Present
Human Resource Leadership Awards June 2014 - Present
CapitalSource/Pacific Western Bank March 2011 - August 2014
CapitalSource January 2009 - February 2011
CapitalSource August 2004 - December 2008
CapitalSource February 2003 - August 2004
Skills
Human Resources, Employee Relations, Performance Management, Leadership Development, Succession Planning, Employee Benefits, MBTI Certified, Talent Acquisition, Analysis, Employee Engagement, MBTI, Process Improvement, Workforce Planning, Management, Strategic Planning, Talent Management, Program Development, Training, Onboarding, Conflict Resolution, Mergers & Acquisitions, Leadership, Deferred Compensation, Benefits Administration, Organizational..., HRIS
Education
The George Washington University 2009 — 2010
Masters, Human Resources Development
Frostburg State University 1998 — 2002
Bachelor of Science (BS), Business Administration with a Concentration in Management and focus in Human Resources
Armando Mendoza, CCP, PHR's CapitalSource Experience January 2007 - September 2013
Job Sr. Compensation & Benefits Manager at The JBG Companies
Industry Human Resources
Experience
The JBG Companies 2013 - Present
CapitalSource January 2007 - September 2013
Choice Hotels International 2004 - 2006
Education
American University - Kogod School of Business 2010 — 2013
MBA, Finance
Dickinson College 2000 — 2004
The JBG Companies 2013 - Present
CapitalSource January 2007 - September 2013
Choice Hotels International 2004 - 2006
Education
American University - Kogod School of Business 2010 — 2013
MBA, Finance
Dickinson College 2000 — 2004
Charlie Yardley's CapitalSource Experience January 2005 - May 2006
Job Finance at Chevron
Industry Oil & Energy
Experience
Chevron August 2008 - Present
CapitalSource January 2005 - May 2006
Clark Realty Capital August 2003 - December 2004
Skills
Financial Analysis, Corporate Finance, Analysis, Energy, Upstream, Finance, Competitive Analysis, Oil/Gas, Natural Gas, Financial Reporting, Economics, Mergers & Acquisitions, Project Planning, Forecasting, Business Strategy, Risk Management, Strategy, LNG, Private Equity, Business Process..., Process Improvement, Trading, Energy Industry, Contract Negotiation, Renewable Energy, Portfolio Management, Strategic Financial..., Management Consulting, Asset Management, Midstream, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
Duke University 1999 — 2003
BA, Economics
Chevron August 2008 - Present
CapitalSource January 2005 - May 2006
Clark Realty Capital August 2003 - December 2004
Skills
Financial Analysis, Corporate Finance, Analysis, Energy, Upstream, Finance, Competitive Analysis, Oil/Gas, Natural Gas, Financial Reporting, Economics, Mergers & Acquisitions, Project Planning, Forecasting, Business Strategy, Risk Management, Strategy, LNG, Private Equity, Business Process..., Process Improvement, Trading, Energy Industry, Contract Negotiation, Renewable Energy, Portfolio Management, Strategic Financial..., Management Consulting, Asset Management, Midstream, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
Master of Business Administration (MBA)
Duke University 1999 — 2003
BA, Economics
Tony Skarupa's CapitalSource Experience January 2003 - October 2007
Job Chief Financial Officer, The Brickman Group
Industry Facilities Services
Experience
The Brickman Group October 2007 - Present
CapitalSource January 2003 - October 2007
Advisory Board Company January 1993 - December 2002
Corporate Executive Board 1997 - 1999
KPMG September 1984 - December 1992
Education
Boston College 1980 — 1984
The Brickman Group October 2007 - Present
CapitalSource January 2003 - October 2007
Advisory Board Company January 1993 - December 2002
Corporate Executive Board 1997 - 1999
KPMG September 1984 - December 1992
Education
Boston College 1980 — 1984
Jon Funk's CapitalSource Experience January 2007 - November 2007
Job Assistant Vice President and Tax Director at Lamar Advertising Company
Industry Real Estate
Experience
Lamar Advertising Company November 2014 - Present
EY October 2011 - October 2014
Ernst & Young November 2007 - September 2011
CapitalSource January 2007 - November 2007
Deloitte Tax LLP 2004 - 2007
Skills
Tax, Corporate Tax, Tax Research, CPA, Accounting, Income Tax, Partnership Taxation, Partnership Tax Returns
Education
Brigham Young University 1998 — 2004
Master of Accountancy
Lamar Advertising Company November 2014 - Present
EY October 2011 - October 2014
Ernst & Young November 2007 - September 2011
CapitalSource January 2007 - November 2007
Deloitte Tax LLP 2004 - 2007
Skills
Tax, Corporate Tax, Tax Research, CPA, Accounting, Income Tax, Partnership Taxation, Partnership Tax Returns
Education
Brigham Young University 1998 — 2004
Master of Accountancy
Stephen Pirozzi's CapitalSource Experience January 2006 - April 2006
Job Lead, Results Measurement, Finance and Markets Global Practice at World Bank Group
Industry International Trade and Development
Experience
World Bank Group July 2014 - Present
IFC - International Finance Corporation March 2012 - June 2014
IFC - International Finance Corporation May 2006 - March 2012
CapitalSource January 2006 - April 2006
Strongbridge Capital, LLC July 2004 - December 2005
GATX Corporation May 2001 - June 2004
Enron Europe September 1999 - April 2001
Central Asian-American Enterprise Fund 1994 - 1997
Skills
Emerging Markets, Project Finance, Venture Capital, Private Equity, Corporate Development, Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Capital Markets, Corporate Finance, Capital Raising, Economics, Finance, Investments, Public/private..., Due Diligence, Financial Services, Alternative Investments, Risk Management, Energy, Structured Finance, Stata, Strategic Financial..., Business Planning, Strategy, Econometrics, Commodity, Financial Structuring, Business Strategy, Microfinance, Management Consulting, Africa, Macroeconomics, Trading, International..., Portfolio Management, Start-ups, Analysis, Equities, Capacity Building, International Relations, Program Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration, Finance
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, Urban Development / Policy Analysis
New York University 1986 — 1990
BA, Political Science
World Bank Group July 2014 - Present
IFC - International Finance Corporation March 2012 - June 2014
IFC - International Finance Corporation May 2006 - March 2012
CapitalSource January 2006 - April 2006
Strongbridge Capital, LLC July 2004 - December 2005
GATX Corporation May 2001 - June 2004
Enron Europe September 1999 - April 2001
Central Asian-American Enterprise Fund 1994 - 1997
Skills
Emerging Markets, Project Finance, Venture Capital, Private Equity, Corporate Development, Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Capital Markets, Corporate Finance, Capital Raising, Economics, Finance, Investments, Public/private..., Due Diligence, Financial Services, Alternative Investments, Risk Management, Energy, Structured Finance, Stata, Strategic Financial..., Business Planning, Strategy, Econometrics, Commodity, Financial Structuring, Business Strategy, Microfinance, Management Consulting, Africa, Macroeconomics, Trading, International..., Portfolio Management, Start-ups, Analysis, Equities, Capacity Building, International Relations, Program Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration, Finance
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, Urban Development / Policy Analysis
New York University 1986 — 1990
BA, Political Science
Oz Lindley's CapitalSource Experience February 2004 - April 2007
Job Senior Vice President/Business Development Officer at PNC Business Credit
Industry Banking
Experience
PNC Business Credit April 2010 - Present
PNC Bank 2010 - Present
RBS Business Capital April 2007 - July 2010
CapitalSource February 2004 - April 2007
Healthcare Finance Group September 2001 - January 2004
Summit Business Capital (now Bank of America) July 2000 - July 2001
Comerica Bank June 1989 - July 2000
Skills
Asset Based Lending, Private Equity, Commercial Lending, Loans, Mergers, Corporate Finance, Portfolio Management, Factoring, Due Diligence, Financial Modeling, Underwriting, Investment Banking, Restructuring, Capital Markets, Finance, Commercial Finance, Commercial Banking, Financial Analysis, Structured Finance, Financial Structuring, Mergers & Acquisitions, Credit, Cash Flow, Credit Analysis, Loan Origination, Middle Market
Education
University of Indianapolis 1997 — 1999
MBA, Management
University of Indianapolis - School of Business 1997 — 1999
MBA, Business Administration
Albion College 1985 — 1989
B.A., Economics and Management
PNC Business Credit April 2010 - Present
PNC Bank 2010 - Present
RBS Business Capital April 2007 - July 2010
CapitalSource February 2004 - April 2007
Healthcare Finance Group September 2001 - January 2004
Summit Business Capital (now Bank of America) July 2000 - July 2001
Comerica Bank June 1989 - July 2000
Skills
Asset Based Lending, Private Equity, Commercial Lending, Loans, Mergers, Corporate Finance, Portfolio Management, Factoring, Due Diligence, Financial Modeling, Underwriting, Investment Banking, Restructuring, Capital Markets, Finance, Commercial Finance, Commercial Banking, Financial Analysis, Structured Finance, Financial Structuring, Mergers & Acquisitions, Credit, Cash Flow, Credit Analysis, Loan Origination, Middle Market
Education
University of Indianapolis 1997 — 1999
MBA, Management
University of Indianapolis - School of Business 1997 — 1999
MBA, Business Administration
Albion College 1985 — 1989
B.A., Economics and Management
Sheri Cottam's CapitalSource Experience January 2003 - July 2014
Job Director of Operations at CapitalSource
Industry Financial Services
Experience
CapitalSource January 2003 - July 2014
Wells Fargo - Corporate Controller's Division 2000 - 2002
Banc of America Securities 1999 - 2000
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Class of 2012
University of California, Santa Barbara
BA, Business Economics
CapitalSource January 2003 - July 2014
Wells Fargo - Corporate Controller's Division 2000 - 2002
Banc of America Securities 1999 - 2000
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Class of 2012
University of California, Santa Barbara
BA, Business Economics
David Skoien's CapitalSource Experience March 2014 - Present
Job SVP, Portfolio Manager at CapitalSource
Industry Financial Services
Experience
CapitalSource March 2014 - Present
CapitalSource Bank February 2011 - February 2014
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank July 2009 - February 2010
CapitalSource March 2008 - August 2009
CapitalSource April 2006 - March 2008
CapitalSource August 2005 - April 2006
Education
Duke University 2001 — 2005
CapitalSource March 2014 - Present
CapitalSource Bank February 2011 - February 2014
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank July 2009 - February 2010
CapitalSource March 2008 - August 2009
CapitalSource April 2006 - March 2008
CapitalSource August 2005 - April 2006
Education
Duke University 2001 — 2005
Amy Spencer Forrest's CapitalSource Experience August 2010 - Present
Job Senior Credit Analyst at CAPITAL SOURCE FINANCIAL INC
Industry Financial Services
Experience
CapitalSource August 2010 - Present
GE Commercial Finance October 2008 - August 2010
GE Commercial Finance January 2004 - October 2008
HPSC, Inc. June 2003 - January 2004
HPSC, Inc. August 1998 - June 2003
Education
Boston University - School of Management 2005 — 2008
MBA, Finance
Haverford College 1993 — 1997
BA, Mathematics
Eötvös Loránd University 1996 — 1996
Study Abroad, Mathematics
CapitalSource August 2010 - Present
GE Commercial Finance October 2008 - August 2010
GE Commercial Finance January 2004 - October 2008
HPSC, Inc. June 2003 - January 2004
HPSC, Inc. August 1998 - June 2003
Education
Boston University - School of Management 2005 — 2008
MBA, Finance
Haverford College 1993 — 1997
BA, Mathematics
Eötvös Loránd University 1996 — 1996
Study Abroad, Mathematics
Ted Mikesell's CapitalSource Experience February 2013 - Present
Job VP, Senior Loan Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2013 - Present
CapitalSource Bank January 2011 - Present
CapitalSource Bank January 2009 - Present
CapitalSource June 2007 - Present
Congressional Bank October 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Emerging Markets, Venture Capital, Banking, Loans, Investments, Due Diligence, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Portfolio Management, Asset Management
Education
Boston College 2000 — 2004
BS, Finance
Georgetown Day School
CapitalSource February 2013 - Present
CapitalSource Bank January 2011 - Present
CapitalSource Bank January 2009 - Present
CapitalSource June 2007 - Present
Congressional Bank October 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Emerging Markets, Venture Capital, Banking, Loans, Investments, Due Diligence, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Portfolio Management, Asset Management
Education
Boston College 2000 — 2004
BS, Finance
Georgetown Day School
Loundon, Carol's CapitalSource Experience 2003 - 2005
Job Sr. Associate at Churchill Financial
Industry Banking
Experience
Churchill Financial AssociateCapitalSource FinanceMay 2005 - April 2007
Bank of Ireland February 2003 - May 2005
CapitalSource 2003 - 2005
Lehman Brothers - M&A June 2001 - December 2002
Education
Georgetown University 1997 — 2001
Churchill Financial AssociateCapitalSource FinanceMay 2005 - April 2007
Bank of Ireland February 2003 - May 2005
CapitalSource 2003 - 2005
Lehman Brothers - M&A June 2001 - December 2002
Education
Georgetown University 1997 — 2001
John Kopcha's CapitalSource Experience March 2005 - June 2006
Job Managing Director MUFG Union Bank N.A.
Industry Financial Services
Experience
MUFG Union Bank N.A. January 2010 - Present
CIT June 2006 - October 2008
CapitalSource March 2005 - June 2006
Trade Source International February 2002 - February 2005
BNP Paribas 1998 - 2002
KPMG Baymark LLC October 1994 - December 1997
Coopers & Lybrand 1985 - 1994
Skills
Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Private Equity, Credit, Capital Markets, Investment Banking, Due Diligence, Restructuring, Credit Analysis
Education
California State Polytechnic University-Pomona 1982 — 1984
Bachelor's degree, Business Administration
MUFG Union Bank N.A. January 2010 - Present
CIT June 2006 - October 2008
CapitalSource March 2005 - June 2006
Trade Source International February 2002 - February 2005
BNP Paribas 1998 - 2002
KPMG Baymark LLC October 1994 - December 1997
Coopers & Lybrand 1985 - 1994
Skills
Corporate Finance, Portfolio Management, Valuation, Financial Modeling, Private Equity, Credit, Capital Markets, Investment Banking, Due Diligence, Restructuring, Credit Analysis
Education
California State Polytechnic University-Pomona 1982 — 1984
Bachelor's degree, Business Administration
Allen Reams's CapitalSource Experience July 2006 - May 2007
Job Vice President at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group November 2012 - Present
Combined Properties, Inc. May 2007 - November 2012
CapitalSource July 2006 - May 2007
The Mills Corporation October 2001 - July 2006
Host Hotels & Resorts June 1997 - September 2001
Snyder Cohn January 1995 - May 1997
Skills
Budgeting, Financial Reporting, Accounting, Real Estate, Forecasting, Cash Management, Financial Analysis, General Ledger, Accounts Payable, Process Improvement, Auditing, GAAP, Budgets
Education
Frostburg State University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
The Carlyle Group November 2012 - Present
Combined Properties, Inc. May 2007 - November 2012
CapitalSource July 2006 - May 2007
The Mills Corporation October 2001 - July 2006
Host Hotels & Resorts June 1997 - September 2001
Snyder Cohn January 1995 - May 1997
Skills
Budgeting, Financial Reporting, Accounting, Real Estate, Forecasting, Cash Management, Financial Analysis, General Ledger, Accounts Payable, Process Improvement, Auditing, GAAP, Budgets
Education
Frostburg State University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Loundon, Carol's CapitalSource Experience 2005 - 2007
Job Vice President at Churchill Asset Management
Industry Financial Services
Experience
Churchill Asset Management April 2015 - Present
BDCA January 2013 - April 2015
BDCA January 2013 - January 2015
Churchill Financial April 2007 - November 2011
CapitalSource 2005 - 2007
Bank of Ireland March 2003 - April 2005
Lehman Brothers 2001 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Finance, Investments, Management
Education
Georgetown University 1997 — 2001
Bachelor of Science, Accounting
Churchill Asset Management April 2015 - Present
BDCA January 2013 - April 2015
BDCA January 2013 - January 2015
Churchill Financial April 2007 - November 2011
CapitalSource 2005 - 2007
Bank of Ireland March 2003 - April 2005
Lehman Brothers 2001 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Finance, Investments, Management
Education
Georgetown University 1997 — 2001
Bachelor of Science, Accounting
Jennifer Fischer Rancilio's CapitalSource Experience February 2005 - Present
Job Senior Loan Officer at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource February 2005 - Present
M & T Bank September 2003 - January 2005
FINCA International June 2003 - September 2003
JPMorgan Chase August 2001 - October 2002
Women's Growth Capital Fund October 2000 - July 2001
Cassidy & Pinkard Colliers 1994 - 1998
Skills
Leveraged Finance, Financial Analysis, Credit, Credit Analysis, Capital Markets, Loans, Commercial Lending
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
East Brunswick High School
CapitalSource February 2005 - Present
M & T Bank September 2003 - January 2005
FINCA International June 2003 - September 2003
JPMorgan Chase August 2001 - October 2002
Women's Growth Capital Fund October 2000 - July 2001
Cassidy & Pinkard Colliers 1994 - 1998
Skills
Leveraged Finance, Financial Analysis, Credit, Credit Analysis, Capital Markets, Loans, Commercial Lending
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
College of the Holy Cross 1988 — 1992
BA, Economics
East Brunswick High School
Jeff Karczynski's CapitalSource Experience April 2007 - April 2008
Job Vice President at Sumitomo Mitsui Trust Bank
Industry Banking
Experience
Sumitomo Mitsui Trust Bank Limited June 2014 - Present
BMO Harris Bank June 2012 - June 2013
Madison Capital Funding LLC April 2008 - May 2012
CapitalSource April 2007 - April 2008
LaSalle Bank June 2003 - April 2007
Skills
Leveraged Finance, Underwriting, Portfolio Management, Commercial Banking, Credit Analysis, Financial Analysis, Financial Modeling, Leveraged Lending, Loans
Education
DePaul University 2000 — 2003
Sumitomo Mitsui Trust Bank Limited June 2014 - Present
BMO Harris Bank June 2012 - June 2013
Madison Capital Funding LLC April 2008 - May 2012
CapitalSource April 2007 - April 2008
LaSalle Bank June 2003 - April 2007
Skills
Leveraged Finance, Underwriting, Portfolio Management, Commercial Banking, Credit Analysis, Financial Analysis, Financial Modeling, Leveraged Lending, Loans
Education
DePaul University 2000 — 2003
Chris Erb's CapitalSource Experience October 2006 - March 2009
Job Vice President, Specialty Finance Lender Group at Capital One
Industry Financial Services
Experience
Capital One March 2014 - Present
CapitalSource Bank October 2011 - March 2014
CapitalSource Bank January 2010 - September 2011
CapitalSource Bank April 2009 - December 2009
CapitalSource October 2006 - March 2009
CapitalSource August 2005 - September 2006
Skills
Credit Analysis, Commercial Banking, Asset Management, Mortgage Lending, Loans, Investments, Commercial Lending, Credit Risk, Risk Management, Asset Based Lending, Banking, Loan Origination, Credit, Valuation, Portfolio Management, Corporate Finance, Real Estate Financing, Due Diligence, Structured Finance, Finance, Financial Analysis, Financial Modeling, Underwriting, Loan Servicing, Financial Structuring, Capital Markets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Capital One March 2014 - Present
CapitalSource Bank October 2011 - March 2014
CapitalSource Bank January 2010 - September 2011
CapitalSource Bank April 2009 - December 2009
CapitalSource October 2006 - March 2009
CapitalSource August 2005 - September 2006
Skills
Credit Analysis, Commercial Banking, Asset Management, Mortgage Lending, Loans, Investments, Commercial Lending, Credit Risk, Risk Management, Asset Based Lending, Banking, Loan Origination, Credit, Valuation, Portfolio Management, Corporate Finance, Real Estate Financing, Due Diligence, Structured Finance, Finance, Financial Analysis, Financial Modeling, Underwriting, Loan Servicing, Financial Structuring, Capital Markets
Education
Georgetown University - The McDonough School of Business 2001 — 2005
Chad Gordon's CapitalSource Experience July 2008 - April 2014
Job SVP, Retail Banking Operations at OneWest Bank
Industry Banking
Experience
OneWest Bank June 2014 - Present
CapitalSource July 2008 - April 2014
Fremont Investment & Loan May 1997 - July 2008
Skills
Banking, Retail Banking, Risk Management, Commercial Banking, Financial Services, Fraud Detection, Mortgage Lending, Loan Origination, Credit, Commercial Lending, Loans, Leadership, Business Process, Mortgage Banking, Mergers & Acquisitions, Financial Risk, Financial Analysis, Credit Analysis
Education
California State University-Northridge
Bachelor's degree, Business/Finance
OneWest Bank June 2014 - Present
CapitalSource July 2008 - April 2014
Fremont Investment & Loan May 1997 - July 2008
Skills
Banking, Retail Banking, Risk Management, Commercial Banking, Financial Services, Fraud Detection, Mortgage Lending, Loan Origination, Credit, Commercial Lending, Loans, Leadership, Business Process, Mortgage Banking, Mergers & Acquisitions, Financial Risk, Financial Analysis, Credit Analysis
Education
California State University-Northridge
Bachelor's degree, Business/Finance
Hollie Roche's CapitalSource Experience 1994 - 2002
Job Business Analyst at Cost Management Group, LLC
Industry Telecommunications
Experience
Cost Management Group, LLC Business AnalystiTEMize TechnologiesSeptember 2007 - August 2012
Weichert, Realtors May 2004 - May 2007
CapitalSource 1994 - 2002
Skills
Telecommunications, Account Management
Education
Frostburg State University 1986 — 1990
Bachelor of Science (B.S.), Psychology
Cost Management Group, LLC Business AnalystiTEMize TechnologiesSeptember 2007 - August 2012
Weichert, Realtors May 2004 - May 2007
CapitalSource 1994 - 2002
Skills
Telecommunications, Account Management
Education
Frostburg State University 1986 — 1990
Bachelor of Science (B.S.), Psychology
Charles Boyle's CapitalSource Experience September 2011 - January 2013
Job Senior Vice President/Director at Capital One
Industry Banking
Experience
Capital One August 2014 - Present
Capital One February 2013 - July 2014
CapitalSource September 2011 - January 2013
CapitalSource Bank February 2011 - September 2011
CapitalSource Bank January 2009 - February 2011
CapitalSource Finance August 2007 - December 2008
CapitalSource November 2006 - July 2007
CapitalSource January 2006 - November 2006
CapitalSource August 2004 - January 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Asset Based Lending, Credit Analysis, Private Equity, Underwriting, Credit, Commercial Lending, Portfolio Management, Investments, Loans, Capital Markets, Corporate Finance, Asset Managment, Equities, Real Estate Economics, Structured Finance, Banking, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance and Management
Good Counsel High School 1996 — 2000
Capital One August 2014 - Present
Capital One February 2013 - July 2014
CapitalSource September 2011 - January 2013
CapitalSource Bank February 2011 - September 2011
CapitalSource Bank January 2009 - February 2011
CapitalSource Finance August 2007 - December 2008
CapitalSource November 2006 - July 2007
CapitalSource January 2006 - November 2006
CapitalSource August 2004 - January 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Asset Based Lending, Credit Analysis, Private Equity, Underwriting, Credit, Commercial Lending, Portfolio Management, Investments, Loans, Capital Markets, Corporate Finance, Asset Managment, Equities, Real Estate Economics, Structured Finance, Banking, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 2000 — 2004
BSBA, Finance and Management
Good Counsel High School 1996 — 2000
Doug Bagnasco's CapitalSource Experience May 2012 - Present
Job Vice President, Business Development Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource May 2012 - Present
United Capital Business Lending (formerly Butler Capital) July 2011 - May 2012
Key Bank October 2010 - July 2011
Wells Fargo SBA April 2009 - October 2010
Banco Popular October 2007 - April 2009
CIT Small Business Lending October 2000 - October 2007
GE Capital Small Business Finance August 1997 - October 2000
Skills
Loans, Franchising, Refinance, SBA, Small Business Lending, Small Business, Credit, Commercial Lending, Financial Analysis, Mortgage Lending, Underwriting, Sales Management, Banking, Sales, Commercial Mortgages, Real Estate, Commercial Banking, Finance, Business Planning, SBA 504, Loan Origination, Business Development, Credit Analysis, Mergers & Acquisitions, Leadership, Funding
Education
Florida International University 1979 — 1981
Bachelor of Science, Hospitality Management
SUNY Cobleskill
Associate of Science, Hotel Management
CapitalSource May 2012 - Present
United Capital Business Lending (formerly Butler Capital) July 2011 - May 2012
Key Bank October 2010 - July 2011
Wells Fargo SBA April 2009 - October 2010
Banco Popular October 2007 - April 2009
CIT Small Business Lending October 2000 - October 2007
GE Capital Small Business Finance August 1997 - October 2000
Skills
Loans, Franchising, Refinance, SBA, Small Business Lending, Small Business, Credit, Commercial Lending, Financial Analysis, Mortgage Lending, Underwriting, Sales Management, Banking, Sales, Commercial Mortgages, Real Estate, Commercial Banking, Finance, Business Planning, SBA 504, Loan Origination, Business Development, Credit Analysis, Mergers & Acquisitions, Leadership, Funding
Education
Florida International University 1979 — 1981
Bachelor of Science, Hospitality Management
SUNY Cobleskill
Associate of Science, Hotel Management
James Kettering's CapitalSource Experience June 2007 - May 2008
Job Vice President Finance at Competitive Power Ventures
Industry Utilities
Experience
Competitive Power Ventures, Inc. January 2012 - Present
Competitive Power Ventures May 2008 - December 2011
CapitalSource June 2007 - May 2008
CapitalSource May 2005 - June 2007
NEGT March 1999 - April 2005
Entergy 1997 - 1999
Dick Corporation May 1991 - July 1995
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
University of Pittsburgh 1986 — 1991
Civil Engineering
Competitive Power Ventures, Inc. January 2012 - Present
Competitive Power Ventures May 2008 - December 2011
CapitalSource June 2007 - May 2008
CapitalSource May 2005 - June 2007
NEGT March 1999 - April 2005
Entergy 1997 - 1999
Dick Corporation May 1991 - July 1995
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
University of Pittsburgh 1986 — 1991
Civil Engineering
Joe Kaufman's CapitalSource Experience February 2008 - April 2009
Job Vice President Sports and Licensing Markets at Creative Design & Marketing, Inc.
Industry Marketing and Advertising
Experience
The Sports Vault Corp August 2014 - Present
Creative Design & Marketing, Inc. August 2011 - Present
Labyrinth Sales Company April 2009 - Present
CapitalSource February 2008 - April 2009
Skills
Marketing Strategy, Management, Marketing, Account Management, Social Media Marketing, Sports, Digital Marketing, Social Media, Sales Management, New Business Development, Sales, Advertising, Market Planning, Email Marketing, Sports Marketing, Direct Marketing
Education
American University - Kogod School of Business 2004 — 2007
BSBA, Finance and Marketing
Orange High School
The Sports Vault Corp August 2014 - Present
Creative Design & Marketing, Inc. August 2011 - Present
Labyrinth Sales Company April 2009 - Present
CapitalSource February 2008 - April 2009
Skills
Marketing Strategy, Management, Marketing, Account Management, Social Media Marketing, Sports, Digital Marketing, Social Media, Sales Management, New Business Development, Sales, Advertising, Market Planning, Email Marketing, Sports Marketing, Direct Marketing
Education
American University - Kogod School of Business 2004 — 2007
BSBA, Finance and Marketing
Orange High School
Rudina Gjecovi's CapitalSource Experience August 2010 - February 2012
Job Accountant
Industry Accounting
Experience
Capital One February 2012 - Present
CapitalSource August 2010 - February 2012
The Carlyle Group January 2007 - March 2009
National Geographic Television International November 2005 - January 2007
Skills
Financial Reporting, Finance, Financial Analysis
Education
American University - Kogod School of Business 2001 — 2005
BA, Accounting
Capital One February 2012 - Present
CapitalSource August 2010 - February 2012
The Carlyle Group January 2007 - March 2009
National Geographic Television International November 2005 - January 2007
Skills
Financial Reporting, Finance, Financial Analysis
Education
American University - Kogod School of Business 2001 — 2005
BA, Accounting
Tad Lowrey's CapitalSource Experience June 2008 - April 2014
Job Chairman at Pacific Western Bank
Industry Financial Services
Experience
California Bankers Association May 2015 - Present
Pacific Western Bank April 2014 - Present
FHLB of San Francisco 1996 - Present
CapitalSource June 2008 - April 2014
Pasadena Playhouse 1998 - 2005
Deloitte Haskins & Sells May 1975 - December 1983
Skills
Credit, Portfolio Management, Investments, Mergers, Financial Analysis, Capital Markets, Loans, Financial Modeling, Executive Management, Risk Management, Mortgage Lending, Banking, Private Equity, Asset Management, Mergers & Acquisitions, Business Development, Due Diligence, Corporate Finance, Valuation
Education
Arkansas Tech University 1971 — 1975
Bachelor of Science (BS), Accounting
California Bankers Association May 2015 - Present
Pacific Western Bank April 2014 - Present
FHLB of San Francisco 1996 - Present
CapitalSource June 2008 - April 2014
Pasadena Playhouse 1998 - 2005
Deloitte Haskins & Sells May 1975 - December 1983
Skills
Credit, Portfolio Management, Investments, Mergers, Financial Analysis, Capital Markets, Loans, Financial Modeling, Executive Management, Risk Management, Mortgage Lending, Banking, Private Equity, Asset Management, Mergers & Acquisitions, Business Development, Due Diligence, Corporate Finance, Valuation
Education
Arkansas Tech University 1971 — 1975
Bachelor of Science (BS), Accounting
Christopher Mullings's CapitalSource Experience June 2005 - January 2009
Job Commercial Relationship Manager at Sandy Spring Bank
Industry Financial Services
Experience
Sandy Spring Bank August 2014 - Present
WashingtonFirst Bank August 2009 - August 2014
CapitalSource June 2005 - January 2009
GE Capital 2002 - 2005
Skills
Loan Servicing, Strategic Financial..., Loans, SBA, Banking, Asset Based Lending
Education
Central Connecticut State University
Sandy Spring Bank August 2014 - Present
WashingtonFirst Bank August 2009 - August 2014
CapitalSource June 2005 - January 2009
GE Capital 2002 - 2005
Skills
Loan Servicing, Strategic Financial..., Loans, SBA, Banking, Asset Based Lending
Education
Central Connecticut State University
Steven Freishtat's CapitalSource Experience December 2004 - Present
Job VP, Senior Loan Officer at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource December 2004 - Present
Marriott International March 2002 - December 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Credit, Management, Portfolio Management, Loans, Investments
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance
Indiana University Bloomington 1992 — 1996
CapitalSource December 2004 - Present
Marriott International March 2002 - December 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Credit, Management, Portfolio Management, Loans, Investments
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance
Indiana University Bloomington 1992 — 1996
Mirjam Gambill's CapitalSource Experience September 2003 - July 2009
Job Financial Consultant at Biztant
Industry Banking
Experience
Biztant August 2011 - Present
CapitalSource September 2003 - July 2009
Skills
Portfolio Management, Financial Analysis
Education
American University - Kogod School of Business 2000 — 2003
Biztant August 2011 - Present
CapitalSource September 2003 - July 2009
Skills
Portfolio Management, Financial Analysis
Education
American University - Kogod School of Business 2000 — 2003
nedim trbonja's CapitalSource Experience 2005 - 2007
Job Investment Officer at IFC International Finance Corporation
Industry Banking
Experience
IFC - International Finance Corporation November 2012 - Present
IFC - International Finance Corporation February 2010 - November 2012
IFC - International Finance Corporation April 2009 - February 2010
IFC August 2008 - April 2009
American Capital June 2007 - June 2008
CapitalSource 2005 - 2007
Oxford Finance Corporation 2002 - 2005
Skills
Loans, Emerging Markets, Financial Modeling, Investments, Financial Analysis, Valuation, Private Equity, Corporate Finance, Project Finance, Portfolio Management, Investment Banking, Structured Finance, Capital Markets, Due Diligence, Financial Structuring
Education
Louis D. Brandeis School of Law at the University of Louisville 1998 — 2001
jd/mba
Boğaziçi University
University of Louisville
IFC - International Finance Corporation November 2012 - Present
IFC - International Finance Corporation February 2010 - November 2012
IFC - International Finance Corporation April 2009 - February 2010
IFC August 2008 - April 2009
American Capital June 2007 - June 2008
CapitalSource 2005 - 2007
Oxford Finance Corporation 2002 - 2005
Skills
Loans, Emerging Markets, Financial Modeling, Investments, Financial Analysis, Valuation, Private Equity, Corporate Finance, Project Finance, Portfolio Management, Investment Banking, Structured Finance, Capital Markets, Due Diligence, Financial Structuring
Education
Louis D. Brandeis School of Law at the University of Louisville 1998 — 2001
jd/mba
Boğaziçi University
University of Louisville
Gregory Williams's CapitalSource Experience January 2005 - July 2009
Job Managing Director at AccelKKR
Industry Venture Capital & Private Equity
Experience
Accel-KKR July 2009 - Present
YourEncore 2011 - 2014
CapitalSource January 2005 - July 2009
Sturm Group February 2000 - June 2003
JP Morgan August 1995 - February 2000
Education
University of Virginia Darden School of Business 1993 — 1995
MBA
Harvard University 1984 — 1988
BA, History
Choate Rosemary Hall
Accel-KKR July 2009 - Present
YourEncore 2011 - 2014
CapitalSource January 2005 - July 2009
Sturm Group February 2000 - June 2003
JP Morgan August 1995 - February 2000
Education
University of Virginia Darden School of Business 1993 — 1995
MBA
Harvard University 1984 — 1988
BA, History
Choate Rosemary Hall
Patrick McLenahan's CapitalSource Experience April 2002 - June 2010
Job Director, Portfolio Management at Oxford Finance LLC
Industry Banking
Experience
Oxford Finance LLC July 2010 - Present
CapitalSource April 2002 - June 2010
GE Commercial Finance February 2000 - March 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Modeling, Commercial Lending, Portfolio Management, Valuation, Financial Analysis, Credit, Loans, Due Diligence, Structured Finance, Finance
Education
Georgetown University 1995 — 1999
BS, Finance
Tates Creek H.S. 1991 — 1995
Oxford Finance LLC July 2010 - Present
CapitalSource April 2002 - June 2010
GE Commercial Finance February 2000 - March 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Modeling, Commercial Lending, Portfolio Management, Valuation, Financial Analysis, Credit, Loans, Due Diligence, Structured Finance, Finance
Education
Georgetown University 1995 — 1999
BS, Finance
Tates Creek H.S. 1991 — 1995
Michael Grande's CapitalSource Experience 2004 - 2005
Job Peloton Capital Group
Industry Capital Markets
Experience
Peloton Capital Group June 2005 - Present
Pacific Western Bank October 2014 - July 2015
Fortess Investment Group - Drawbridge Special Opportunities / Peloton Capital Group June 2005 - October 2014
CapitalSource 2004 - 2005
CapitalSource 2000 - 2004
PWC 1989 - 1993
Skills
Financial Modeling, Banking, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Due Diligence, Loans, Commercial Lending, Valuation, Credit, Asset Based Lending, Investments, Financial Analysis, Venture Capital, Capital Markets
Education
Bentley University 1986 — 1989
Peloton Capital Group June 2005 - Present
Pacific Western Bank October 2014 - July 2015
Fortess Investment Group - Drawbridge Special Opportunities / Peloton Capital Group June 2005 - October 2014
CapitalSource 2004 - 2005
CapitalSource 2000 - 2004
PWC 1989 - 1993
Skills
Financial Modeling, Banking, Mergers & Acquisitions, Portfolio Management, Credit Analysis, Due Diligence, Loans, Commercial Lending, Valuation, Credit, Asset Based Lending, Investments, Financial Analysis, Venture Capital, Capital Markets
Education
Bentley University 1986 — 1989
Kevin Rees's CapitalSource Experience 2004 - Present
Job Vice President at CapitalSource
Industry Banking
Experience
CapitalSource 2004 - Present
PwC 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Public Speaking, Mergers & Acquisitions, Strategic Planning, Corporate Finance, Management, Finance, Valuation, Loans, Private Equity, Credit Analysis, Commercial Lending, Banking, Forecasting, Credit, Accounting
Education
Brigham Young University 1994 — 2001
MS & BS, Accounting, Taxation
CapitalSource 2004 - Present
PwC 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Public Speaking, Mergers & Acquisitions, Strategic Planning, Corporate Finance, Management, Finance, Valuation, Loans, Private Equity, Credit Analysis, Commercial Lending, Banking, Forecasting, Credit, Accounting
Education
Brigham Young University 1994 — 2001
MS & BS, Accounting, Taxation
Frederick Yanni's CapitalSource Experience April 2007 - April 2009
Job at NXT Capital
Industry Banking
Experience
NXT Capital February 2011 - Present
North Sea Partners LLC March 2010 - February 2011
CapitalSource April 2007 - April 2009
Silver Point Capital 2006 - 2007
GE Commercial Finance 2001 - 2006
Heller Financial 1997 - 2001
Chemical Bank 1996 - 1997
Education
Colgate University 1987 — 1991
Baldwinsville
New York University - Leonard N. Stern School of Business
MBA
NXT Capital February 2011 - Present
North Sea Partners LLC March 2010 - February 2011
CapitalSource April 2007 - April 2009
Silver Point Capital 2006 - 2007
GE Commercial Finance 2001 - 2006
Heller Financial 1997 - 2001
Chemical Bank 1996 - 1997
Education
Colgate University 1987 — 1991
Baldwinsville
New York University - Leonard N. Stern School of Business
MBA
Damon Peters's CapitalSource Experience March 2003 - September 2006
Job Vice President, Special Assets Commercial Real Estate at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank September 2006 - Present
CapitalSource March 2003 - September 2006
Heller Financial April 1999 - March 2003
Commercial Real Estate Services April 1996 - April 1999
Prudential Financial May 1990 - April 1996
KPMG US September 1989 - March 1990
Skills
Finance, Investments, Financial Analysis, Real Estate, Commercial Lending, Loans, Due Diligence, Commercial Real Estate, Negotiation, Underwriting, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Real Estate Finance
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
BMO Harris Bank September 2006 - Present
CapitalSource March 2003 - September 2006
Heller Financial April 1999 - March 2003
Commercial Real Estate Services April 1996 - April 1999
Prudential Financial May 1990 - April 1996
KPMG US September 1989 - March 1990
Skills
Finance, Investments, Financial Analysis, Real Estate, Commercial Lending, Loans, Due Diligence, Commercial Real Estate, Negotiation, Underwriting, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Real Estate Finance
Clarion University of Pennsylvania 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Derek Zeller's CapitalSource Experience January 2006 - January 2009
Job Healthcare Real Estate at Capital One
Industry Financial Services
Experience
Capital One July 2013 - Present
Oxford Finance Corporation April 2011 - June 2013
CapitalSource Bank May 2010 - April 2011
CapitalSource Bank January 2009 - May 2010
CapitalSource January 2006 - January 2009
Cambridge Associates May 2004 - January 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Investments, Loans, Mergers & Acquisitions, Finance, Structured Finance, Real Estate, Strategy, Negotiation, Financial Statement..., Credit Analysis, Financial Analysis, Credit, Commercial Lending, Due Diligence
Education
American University - Kogod School of Business 2001 — 2004
B.S., Business Administration - Finance
Capital One July 2013 - Present
Oxford Finance Corporation April 2011 - June 2013
CapitalSource Bank May 2010 - April 2011
CapitalSource Bank January 2009 - May 2010
CapitalSource January 2006 - January 2009
Cambridge Associates May 2004 - January 2006
Skills
Portfolio Management, Valuation, Financial Modeling, Investments, Loans, Mergers & Acquisitions, Finance, Structured Finance, Real Estate, Strategy, Negotiation, Financial Statement..., Credit Analysis, Financial Analysis, Credit, Commercial Lending, Due Diligence
Education
American University - Kogod School of Business 2001 — 2004
B.S., Business Administration - Finance
Chris Harms's CapitalSource Experience July 2006 - February 2010
Job Portfolio Manager, CoHead Relative Return Group,Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
Byung Rim's CapitalSource Experience September 2004 - December 2008
Job Aptify Cloud Infrastructure Engineer II
Industry Information Technology and Services
Experience
Aptify January 2009 - Present
CapitalSource September 2004 - December 2008
Skills
Cisco Certified, Cisco ASA, VMware Infrastructure, VMware vSphere, VMware vCenter, Microsoft Exchange, Active Directory, Network Administration, Network + Certified, CompTIA A+, CCNA, MCITP, EMC Storage, VMware ESX, ESXi, Dell PowerEdge Servers, Windows Server
Education
Brigham Young University 1999 — 2004
BS, Information Technology
Aptify January 2009 - Present
CapitalSource September 2004 - December 2008
Skills
Cisco Certified, Cisco ASA, VMware Infrastructure, VMware vSphere, VMware vCenter, Microsoft Exchange, Active Directory, Network Administration, Network + Certified, CompTIA A+, CCNA, MCITP, EMC Storage, VMware ESX, ESXi, Dell PowerEdge Servers, Windows Server
Education
Brigham Young University 1999 — 2004
BS, Information Technology
Mike Obstein, MBA CFE's CapitalSource Experience March 2004 - July 2006
Job National Team Leader at Bluewater Transaction Advisors, LLC
Industry Financial Services
Experience
Bluewater (consultbluewater.com) 2006 - Present
Bluewater LLC 2006 - Present
Blue Water Consulting, LLC July 2006 - July 2010
CapitalSource March 2004 - July 2006
Freed Maxick & Battaglia, CPAs October 2000 - March 2004
Warehouse Groceriess 1975 - 1977
Skills
Auditing, Portfolio Management, Asset Based Lending, Due Diligence, Banking, Financial Analysis, Credit, Commercial Lending, Loans, Underwriting, Investments, Leadership, Cash Flow, Mergers & Acquisitions, Finance, QuickBooks, Credit Analysis
Education
Medaille College 1997 — 2000
MBA, Strategic Business Planning
Canisius College 1969 — 1973
BS, Business
Bluewater (consultbluewater.com) 2006 - Present
Bluewater LLC 2006 - Present
Blue Water Consulting, LLC July 2006 - July 2010
CapitalSource March 2004 - July 2006
Freed Maxick & Battaglia, CPAs October 2000 - March 2004
Warehouse Groceriess 1975 - 1977
Skills
Auditing, Portfolio Management, Asset Based Lending, Due Diligence, Banking, Financial Analysis, Credit, Commercial Lending, Loans, Underwriting, Investments, Leadership, Cash Flow, Mergers & Acquisitions, Finance, QuickBooks, Credit Analysis
Education
Medaille College 1997 — 2000
MBA, Strategic Business Planning
Canisius College 1969 — 1973
BS, Business
Angela Giles's CapitalSource Experience 2006 - 2008
Job Capital Markets Group Strategic Investor Programs at GE Capital
Industry Financial Services
Experience
GE Capital September 2014 - Present
Associated Bank 2012 - 2014
Bank of America 2010 - 2012
CapitalSource 2006 - 2008
GE Capital 2002 - 2006
Merrill Lynch May 2001 - August 2001
Skills
•Underwrite investment..., Debt, Middle Market, Recapitalizations, Financial Modeling, Investments, LBO, Leveraged Finance, Investment Banking, Capital Structure, Capital Markets, Financial Analysis, Credit Analysis, Structured Finance, Financial Structuring, Syndications, Mezzanine, Deal Execution, Valuation, Private Placements, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
ESADE Business & Law School
M.B.A. Study Abroad (Exchange Program)
Barat College of DePaul University
Bachelor's Degree, Accounting
GE Capital September 2014 - Present
Associated Bank 2012 - 2014
Bank of America 2010 - 2012
CapitalSource 2006 - 2008
GE Capital 2002 - 2006
Merrill Lynch May 2001 - August 2001
Skills
•Underwrite investment..., Debt, Middle Market, Recapitalizations, Financial Modeling, Investments, LBO, Leveraged Finance, Investment Banking, Capital Structure, Capital Markets, Financial Analysis, Credit Analysis, Structured Finance, Financial Structuring, Syndications, Mezzanine, Deal Execution, Valuation, Private Placements, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
ESADE Business & Law School
M.B.A. Study Abroad (Exchange Program)
Barat College of DePaul University
Bachelor's Degree, Accounting
Bryan Bielecki's CapitalSource Experience March 2004 - March 2008
Job Commercial Underwriter at Capital One Bank
Industry Hospital & Health Care
Experience
Capital One Bank May 2012 - Present
Elite Senior Living May 2010 - June 2012
CIT March 2008 - May 2010
CapitalSource March 2004 - March 2008
Education
Canisius College 1996 — 1999
MBA in Professional Accounting, Accounting
University at Buffalo 1985 — 1989
Bachelor Science, Political Science
Capital One Bank May 2012 - Present
Elite Senior Living May 2010 - June 2012
CIT March 2008 - May 2010
CapitalSource March 2004 - March 2008
Education
Canisius College 1996 — 1999
MBA in Professional Accounting, Accounting
University at Buffalo 1985 — 1989
Bachelor Science, Political Science
Matthew Brown, CFP®'s CapitalSource Experience August 2004 - August 2005
Job at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
UBS December 2009 - Present
Navigant Capital Advisors June 2007 - July 2009
CapitalSource August 2004 - August 2005
SunTrust Bank August 2001 - August 2004
Skills
Investments
Education
Emory University 2005 — 2007
MBA, Finance, Leadership
Hampden-Sydney College 1997 — 2001
BA, Managerial Economics
The University of Queensland 2000 — 2000
Mountain Brook High School
Hanan Abdeen's CapitalSource Experience March 2011 - May 2013
Job Accounting Manager at Carfinance Capital, LLC
Industry Financial Services
Experience
Carfinance Capital, LLC May 2013 - Present
CapitalSource March 2011 - May 2013
Arch Bay Capital April 2010 - December 2010
Triad Financial November 2004 - February 2010
Balboa Insurance Group February 2003 - October 2004
Jackson Federal Bank 2000 - 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Leadership, Accounts Payable, Auditing, Banking, Credit, Finance, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Analysis, Financial Modeling, Forecasting
Education
California State University-Los Angeles 1995 — 1998
MBA, MBA
Cal State Fullerton 1991 — 1994
BA, Accounting
Carfinance Capital, LLC May 2013 - Present
CapitalSource March 2011 - May 2013
Arch Bay Capital April 2010 - December 2010
Triad Financial November 2004 - February 2010
Balboa Insurance Group February 2003 - October 2004
Jackson Federal Bank 2000 - 2003
Skills
Accounting, Financial Analysis, Financial Reporting, Leadership, Accounts Payable, Auditing, Banking, Credit, Finance, Process Improvement, Sarbanes-Oxley Act, Business Analysis, Analysis, Financial Modeling, Forecasting
Education
California State University-Los Angeles 1995 — 1998
MBA, MBA
Cal State Fullerton 1991 — 1994
BA, Accounting
Jen Lyons's CapitalSource Experience September 2012 - January 2014
Job SVP, Director of Financial Reporting at Pacific Mercantile Bank
Industry Banking
Experience
Pacific Mercantile Bank January 2014 - Present
CapitalSource September 2012 - January 2014
Kilroy Realty Corporation November 2010 - September 2012
KPMG September 2006 - October 2010
Skills
Internal Controls, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, XBRL, Technical Accounting..., Auditing, Financial Analysis, Internal Audit, Financial Accounting, CPA
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business Administration
Pacific Mercantile Bank January 2014 - Present
CapitalSource September 2012 - January 2014
Kilroy Realty Corporation November 2010 - September 2012
KPMG September 2006 - October 2010
Skills
Internal Controls, SEC filings, Financial Reporting, Sarbanes-Oxley Act, US GAAP, XBRL, Technical Accounting..., Auditing, Financial Analysis, Internal Audit, Financial Accounting, CPA
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Bachelor of Science, Business Administration
Jeffrey Fishman's CapitalSource Experience April 2010 - April 2014
Job
Industry Information Technology and Services
Experience
US Bank December 2014 - Present
Pacific Western Bank April 2014 - November 2014
CapitalSource April 2010 - April 2014
MainStreet Lender 2005 - April 2010
Case Design 2001 - 2005
Completed Systems 1996 - 2001
Education
Clarkson University 1982 — 1986
BA
US Bank December 2014 - Present
Pacific Western Bank April 2014 - November 2014
CapitalSource April 2010 - April 2014
MainStreet Lender 2005 - April 2010
Case Design 2001 - 2005
Completed Systems 1996 - 2001
Education
Clarkson University 1982 — 1986
BA
Yim Wong's CapitalSource Experience August 2010 - May 2013
Job Payroll/Benefits Coordinator
Industry Human Resources
Experience
CapitalSource August 2010 - May 2013
GE 2004 - 2009
GE March 2000 - January 2004
Skills
Credit, Financial Analysis, Process Improvement, Finance, Sales, Financial Modeling, Credit Analysis, Banking, Commercial Lending, Business Development, Relationship Management, Mergers & Acquisitions, Portfolio Management, Financial Services, Corporate Finance, Investments, Funding, Valuation
Education
Boston University 1991 — 1995
Bachelors, Psychology, Business Administration
CapitalSource August 2010 - May 2013
GE 2004 - 2009
GE March 2000 - January 2004
Skills
Credit, Financial Analysis, Process Improvement, Finance, Sales, Financial Modeling, Credit Analysis, Banking, Commercial Lending, Business Development, Relationship Management, Mergers & Acquisitions, Portfolio Management, Financial Services, Corporate Finance, Investments, Funding, Valuation
Education
Boston University 1991 — 1995
Bachelors, Psychology, Business Administration
David Sharon's CapitalSource Experience June 2009 - August 2010
Job Associate, Fried Frank
Industry Law Practice
Experience
Fried Frank October 2013 - Present
Fried Frank June 2012 - August 2012
CapitalSource June 2009 - August 2010
National Labor Court of Israel 2008 - 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
JD-MBA
Cornell Law School 2010 — 2013
JD-MBA
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Ben-Gurion University of the Negev
CESJDS
CESJDS
Fried Frank October 2013 - Present
Fried Frank June 2012 - August 2012
CapitalSource June 2009 - August 2010
National Labor Court of Israel 2008 - 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
JD-MBA
Cornell Law School 2010 — 2013
JD-MBA
Cornell University 2005 — 2009
BS, Industrial and Labor Relations
Ben-Gurion University of the Negev
CESJDS
CESJDS
Kerry Fitz-Patrick's CapitalSource Experience July 2007 - June 2009
Job Finance Specialist at The Pew Charitable Trusts
Industry Financial Services
Experience
The Pew Charitable Trusts December 2011 - Present
Comcast Sports Group September 2009 - November 2011
CapitalSource July 2007 - June 2009
Skills
Financial Analysis, GAAP, Financial Reporting, Variance Analysis, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, General Ledger, Financial Accounting, Auditing, Consolidation, CPA, Cash Management
Education
Bucknell University 2002 — 2006
Accounting, Accounting
The Pew Charitable Trusts December 2011 - Present
Comcast Sports Group September 2009 - November 2011
CapitalSource July 2007 - June 2009
Skills
Financial Analysis, GAAP, Financial Reporting, Variance Analysis, SEC filings, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, General Ledger, Financial Accounting, Auditing, Consolidation, CPA, Cash Management
Education
Bucknell University 2002 — 2006
Accounting, Accounting
Brian Petronis's CapitalSource Experience September 2005 - Present
Job Senior Vice President at CapitalSource
Industry Banking
Experience
CapitalSource September 2005 - Present
Ernst & Young 2003 - 2005
PricewaterhouseCoopers 1997 - 2001
Deloitte & Touche 1995 - 1997
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Management, Due Diligence, Commercial Lending
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
MBA, Finance
Rochester Institute of Technology
CapitalSource September 2005 - Present
Ernst & Young 2003 - 2005
PricewaterhouseCoopers 1997 - 2001
Deloitte & Touche 1995 - 1997
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Management, Due Diligence, Commercial Lending
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
MBA, Finance
Rochester Institute of Technology
Steven Schlussler's CapitalSource Experience December 2003 - February 2010
Job Senior Credit Officer, Commercial & Specialty Finance at Capital One
Industry Financial Services
Experience
Capital One July 2011 - Present
Specialty Finance Advisors February 2010 - June 2011
CapitalSource December 2003 - February 2010
Ernst & Young December 1997 - December 2003
Weiser LLP February 1988 - December 1997
Middle market accounting firm (NYC) May 1985 - February 1988
Skills
Due Diligence, Private Equity, Finance, Mergers & Acquisitions, Credit, Financial Reporting, Financial Accounting, Healthcare, Financial Audits, Commercial Banking
Education
Binghamton University - School of Management 1981 — 1985
B.S., Accounting
Capital One July 2011 - Present
Specialty Finance Advisors February 2010 - June 2011
CapitalSource December 2003 - February 2010
Ernst & Young December 1997 - December 2003
Weiser LLP February 1988 - December 1997
Middle market accounting firm (NYC) May 1985 - February 1988
Skills
Due Diligence, Private Equity, Finance, Mergers & Acquisitions, Credit, Financial Reporting, Financial Accounting, Healthcare, Financial Audits, Commercial Banking
Education
Binghamton University - School of Management 1981 — 1985
B.S., Accounting
Paul Devereaux's CapitalSource Experience November 2001 - February 2008
Job Vice President at Severn Bank
Industry Financial Services
Experience
Severn Bank May 2013 - Present
BankAnnapolis February 2011 - April 2013
Essex Bank June 2010 - February 2011
Millennium Bank September 2009 - July 2010
CapitalSource November 2001 - February 2008
Health Charge Corporation August 1998 - November 2001
AutoCredit of Maryland August 1997 - August 1998
GE Capital November 1993 - August 1997
First Union Bank June 1988 - November 1993
Skills
Commercial Lending, Valuation, Credit Analysis, Portfolio Management, Loans
Education
The George Washington University 1989 — 1991
Master of Business Administration (MBA), International Business
Case Western Reserve University
Bachelor of Science (B.S.), Management
Severn Bank May 2013 - Present
BankAnnapolis February 2011 - April 2013
Essex Bank June 2010 - February 2011
Millennium Bank September 2009 - July 2010
CapitalSource November 2001 - February 2008
Health Charge Corporation August 1998 - November 2001
AutoCredit of Maryland August 1997 - August 1998
GE Capital November 1993 - August 1997
First Union Bank June 1988 - November 1993
Skills
Commercial Lending, Valuation, Credit Analysis, Portfolio Management, Loans
Education
The George Washington University 1989 — 1991
Master of Business Administration (MBA), International Business
Case Western Reserve University
Bachelor of Science (B.S.), Management
Timothy Bricker's CapitalSource Experience January 2006 - September 2006
Job President at TL Services, LLC
Industry Financial Services
Experience
TL Services, LLC August 2013 - Present
Royal Tax Lien Services November 2009 - Present
Royal Bank America October 2006 - Present
RBA Capital October 2006 - Present
CapitalSource January 2006 - September 2006
Web Capital May 2005 - December 2005
ABFS 2004 - 2005
GMAC - RFC 1998 - 2004
Oxford First Corporation 1987 - 1989
Skills
Strategic Planning, Negotiation, Real Estate, New Business Development, Finance, Sales, Financial Analysis, Loans, Marketing Strategy, Portfolio Management, Underwriting, Business Strategy, Credit, Commercial Lending, Risk Management, Leadership, Management, Loan Origination, Banking, Valuation, Analysis, Financial Risk, Credit Analysis, Financial Structuring, Small Business Lending, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Commercial Banking, Consumer Lending, Mortgage Banking, Credit Risk, Funding, Loan Servicing
Education
Regis University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Elizabethtown College
Bachelor of Science (B.S.), Finance and Marketing
TL Services, LLC August 2013 - Present
Royal Tax Lien Services November 2009 - Present
Royal Bank America October 2006 - Present
RBA Capital October 2006 - Present
CapitalSource January 2006 - September 2006
Web Capital May 2005 - December 2005
ABFS 2004 - 2005
GMAC - RFC 1998 - 2004
Oxford First Corporation 1987 - 1989
Skills
Strategic Planning, Negotiation, Real Estate, New Business Development, Finance, Sales, Financial Analysis, Loans, Marketing Strategy, Portfolio Management, Underwriting, Business Strategy, Credit, Commercial Lending, Risk Management, Leadership, Management, Loan Origination, Banking, Valuation, Analysis, Financial Risk, Credit Analysis, Financial Structuring, Small Business Lending, Mergers & Acquisitions, Mortgage Lending, Commercial Mortgages, Commercial Banking, Consumer Lending, Mortgage Banking, Credit Risk, Funding, Loan Servicing
Education
Regis University 2003 — 2006
Master of Business Administration (MBA), Finance, General
Elizabethtown College
Bachelor of Science (B.S.), Finance and Marketing
Brian Skurnik's CapitalSource Experience July 2006 - Present
Job Managing Director
Industry Financial Services
Experience
CapitalSource July 2006 - Present
Barclays Capital April 2004 - July 2006
Lehman Brothers April 1997 - April 2000
Heller Financial June 1990 - April 1997
Skills
Credit, Real Estate Economics, CMBS
Education
City University of New York-Brooklyn College
B.S., Business Management & Finance
CapitalSource July 2006 - Present
Barclays Capital April 2004 - July 2006
Lehman Brothers April 1997 - April 2000
Heller Financial June 1990 - April 1997
Skills
Credit, Real Estate Economics, CMBS
Education
City University of New York-Brooklyn College
B.S., Business Management & Finance
Josh Tang's CapitalSource Experience September 2014 - Present
Job Leveraged Finance at CapitalSource
Industry Financial Services
Experience
CapitalSource September 2014 - Present
Grant Thornton LLP September 2012 - September 2014
Haber Trilix Advisors, LP May 2011 - November 2011
Education
Boston University - School of Management 2008 — 2012
BSBA
North Andover High School 2004 — 2008
CapitalSource September 2014 - Present
Grant Thornton LLP September 2012 - September 2014
Haber Trilix Advisors, LP May 2011 - November 2011
Education
Boston University - School of Management 2008 — 2012
BSBA
North Andover High School 2004 — 2008
Jason Brupbacher's CapitalSource Experience June 2003 - August 2005
Job Analyst at Affiliated Managers Group
Industry Financial Services
Experience
Affiliated Managers Group August 2006 - Present
CapitalSource June 2003 - August 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
Georgetown University 1999 — 2003
BS/BA, Finance
Affiliated Managers Group August 2006 - Present
CapitalSource June 2003 - August 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MBA
Georgetown University 1999 — 2003
BS/BA, Finance
Ed Hudson's CapitalSource Experience January 2003 - May 2011
Job EVP Commercial and Specialty Finance at Capital One
Industry Financial Services
Experience
Capital One July 2011 - Present
CapitalSource January 2003 - May 2011
Marconi plc January 2001 - December 2002
Ropes & Gray January 1996 - December 2000
Shearman & Sterling September 1992 - December 2000
Education
Georgetown University Law Center 1989 — 1992
JD
Harvard University 1984 — 1988
AB
The Lawrenceville School 1980 — 1984
Capital One July 2011 - Present
CapitalSource January 2003 - May 2011
Marconi plc January 2001 - December 2002
Ropes & Gray January 1996 - December 2000
Shearman & Sterling September 1992 - December 2000
Education
Georgetown University Law Center 1989 — 1992
JD
Harvard University 1984 — 1988
AB
The Lawrenceville School 1980 — 1984
Jonathan Krikorian's CapitalSource Experience March 2013 - July 2013
Job Associate at Investment Real Estate Associates
Industry Real Estate
Experience
Investment Real Estate Associates August 2013 - Present
CapitalSource March 2013 - July 2013
CapitalSource August 2011 - February 2013
Hovde Financial May 2010 - August 2010
Investment Real Estate Associates June 2008 - September 2009
Investment Real Estate Associates June 2005 - September 2007
Skills
Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Investment Banking, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Corporate Finance, DCF, Equity Research, Economics, Real Estate Investor, Market Research, Investment Properties, Microsoft Office, Portfolio Management
Education
American University 2009 — 2011
Bachelor of Science (BS), Business Adminstration, Finance Specializiation
London School of Economics and Political Science
Summer 2008 Study Abroad Program
Viewpoint School 2000 — 2007
Investment Real Estate Associates August 2013 - Present
CapitalSource March 2013 - July 2013
CapitalSource August 2011 - February 2013
Hovde Financial May 2010 - August 2010
Investment Real Estate Associates June 2008 - September 2009
Investment Real Estate Associates June 2005 - September 2007
Skills
Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Financial Analysis, Microsoft Excel, PowerPoint, Investment Banking, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Corporate Finance, DCF, Equity Research, Economics, Real Estate Investor, Market Research, Investment Properties, Microsoft Office, Portfolio Management
Education
American University 2009 — 2011
Bachelor of Science (BS), Business Adminstration, Finance Specializiation
London School of Economics and Political Science
Summer 2008 Study Abroad Program
Viewpoint School 2000 — 2007
Aimee Dunn's CapitalSource Experience October 2011 - December 2011
Job Consultant, Retail Asset Management at JBA Development Inc.
Industry Financial Services
Experience
JBA Development Inc. November 2013 - Present
Walker & Dunlop January 2013 - November 2013
Morningstar October 2012 - November 2012
CapitalSource October 2011 - December 2011
CapitalSource May 2006 - October 2011
Freddie Mac October 2005 - May 2006
JE Robert Company October 2000 - October 2005
BNY Mellon January 1999 - October 2000
REM Capital November 1993 - December 1998
PNC October 1992 - November 1993
Skills
Real Estate Private..., Debt & Equity Financing, Originations, New Business Development, Credit Risk Analysis, Investor Relations, Portfolio/Asset..., Acquisitions, Underwriting, Real Estate Due..., Valuation Modeling, Cash Flow Forecasting
Education
Tuck School of Business at Dartmouth 1988 — 1990
MBA, Management
Smith College 1980 — 1984
A.B., Economics
American University - Kogod School of Business
Appraisal Institute Classes
JBA Development Inc. November 2013 - Present
Walker & Dunlop January 2013 - November 2013
Morningstar October 2012 - November 2012
CapitalSource October 2011 - December 2011
CapitalSource May 2006 - October 2011
Freddie Mac October 2005 - May 2006
JE Robert Company October 2000 - October 2005
BNY Mellon January 1999 - October 2000
REM Capital November 1993 - December 1998
PNC October 1992 - November 1993
Skills
Real Estate Private..., Debt & Equity Financing, Originations, New Business Development, Credit Risk Analysis, Investor Relations, Portfolio/Asset..., Acquisitions, Underwriting, Real Estate Due..., Valuation Modeling, Cash Flow Forecasting
Education
Tuck School of Business at Dartmouth 1988 — 1990
MBA, Management
Smith College 1980 — 1984
A.B., Economics
American University - Kogod School of Business
Appraisal Institute Classes
Anthony Pagano, PMP®'s CapitalSource Experience February 2011 - January 2014
Job Director of Project Management at Trojan Battery Company
Industry Information Technology and Services
Experience
Banc of California January 2014 - June 2014
CapitalSource February 2011 - January 2014
Siemens November 2000 - December 2010
The Forecast Group March 2000 - November 2000
SE Technologies May 1996 - March 2000
Ropak Packaging September 1986 - May 1996
Skills
Customer Satisfaction, Telephony, PMP, Project Management, Vendor Management, Consulting, Leadership, Telecommunications, Integration, IT Strategy, Managed Services, PMO, Operations Management, Program Management, Resource Management, Change Management, ERP, SaaS, Software Project..., Cloud Computing, Outsourcing, Management, Project Portfolio..., Supply Chain Management, IP, VoIP, Cross-functional Team..., Service Delivery, Wireless, Vertical Marketing, Professional Services, Information Technology, Unified Communications, Budgets, Product Management, Risk Analysis, IT Service Management, Team Leadership, System Deployment, Executive Management, Project Planning, SIP, Pre-sales, SDLC, CRM, Business Process..., IT Management, Business Process, Data Center, Strategy
Education
California State University-Fullerton - College of Business and Economics
BA
Project Management Institute, PMP
PMP
University of Phoenix, MBA
MBA
Banc of California January 2014 - June 2014
CapitalSource February 2011 - January 2014
Siemens November 2000 - December 2010
The Forecast Group March 2000 - November 2000
SE Technologies May 1996 - March 2000
Ropak Packaging September 1986 - May 1996
Skills
Customer Satisfaction, Telephony, PMP, Project Management, Vendor Management, Consulting, Leadership, Telecommunications, Integration, IT Strategy, Managed Services, PMO, Operations Management, Program Management, Resource Management, Change Management, ERP, SaaS, Software Project..., Cloud Computing, Outsourcing, Management, Project Portfolio..., Supply Chain Management, IP, VoIP, Cross-functional Team..., Service Delivery, Wireless, Vertical Marketing, Professional Services, Information Technology, Unified Communications, Budgets, Product Management, Risk Analysis, IT Service Management, Team Leadership, System Deployment, Executive Management, Project Planning, SIP, Pre-sales, SDLC, CRM, Business Process..., IT Management, Business Process, Data Center, Strategy
Education
California State University-Fullerton - College of Business and Economics
BA
Project Management Institute, PMP
PMP
University of Phoenix, MBA
MBA
Root Teklemariam's CapitalSource Experience August 2007 - April 2012
Job Corporate Accounting Manager at Fannie Mae
Industry Investment Management
Experience
Fannie Mae August 2013 - Present
Fannie Mae September 2012 - August 2013
CapitalSource August 2007 - April 2012
KPMG September 2003 - February 2007
PricewaterhouseCoopers January 2003 - May 2003
SBLM Architects January 2001 - January 2003
Skills
Financial Analysis, Auditing, Tax, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, CPA, Accounting, GAAP, Financial Accounting
Education
Baruch College 2000 — 2003
BBA
Fannie Mae August 2013 - Present
Fannie Mae September 2012 - August 2013
CapitalSource August 2007 - April 2012
KPMG September 2003 - February 2007
PricewaterhouseCoopers January 2003 - May 2003
SBLM Architects January 2001 - January 2003
Skills
Financial Analysis, Auditing, Tax, Financial Reporting, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, CPA, Accounting, GAAP, Financial Accounting
Education
Baruch College 2000 — 2003
BBA
Elyas Babi's CapitalSource Experience August 2010 - February 2012
Job Senior Loan Accountant at Navient
Industry Financial Services
Experience
Navient May 2014 - Present
Sallie Mae March 2012 - May 2014
CapitalSource August 2010 - February 2012
BB&T July 2007 - August 2010
Education
George Mason University 2004 — 2009
Bachelor of Science, Accounting
Navient May 2014 - Present
Sallie Mae March 2012 - May 2014
CapitalSource August 2010 - February 2012
BB&T July 2007 - August 2010
Education
George Mason University 2004 — 2009
Bachelor of Science, Accounting
Kowana Woolford's CapitalSource Experience August 2006 - April 2014
Job Human Resources Manager
Industry Financial Services
Experience
Pacific Western Bank April 2014 - Present
CapitalSource August 2006 - April 2014
Wolpoff & Abramson June 2003 - August 2006
Bowie State University August 2002 - August 2002
Bowie State University May 2002 - August 2002
Skills
HRIS, Employee Relations, HR Policies, Immigration, COBRA Administration, COBRA, Employee Benefits, Human Resources, Immigration Law, Interviews, New Hire Orientations, Staff Development, Team Building, Customer Service, Leadership, Management, Microsoft Office, Onboarding, Personnel Management
Education
University of Maryland University College 2006 — 2007
Masters of Science, Human Resources Management
Bowie State University 1998 — 2002
Bachelors of Science, Business Administration
Pacific Western Bank April 2014 - Present
CapitalSource August 2006 - April 2014
Wolpoff & Abramson June 2003 - August 2006
Bowie State University August 2002 - August 2002
Bowie State University May 2002 - August 2002
Skills
HRIS, Employee Relations, HR Policies, Immigration, COBRA Administration, COBRA, Employee Benefits, Human Resources, Immigration Law, Interviews, New Hire Orientations, Staff Development, Team Building, Customer Service, Leadership, Management, Microsoft Office, Onboarding, Personnel Management
Education
University of Maryland University College 2006 — 2007
Masters of Science, Human Resources Management
Bowie State University 1998 — 2002
Bachelors of Science, Business Administration
June Nguyen's CapitalSource Experience May 2009 - Present
Job work at CapitalSource
Industry Financial Services
Experience
CapitalSource May 2009 - Present
Fremont Investment & Loan September 2001 - November 2007
Skills
Data Entry, Microsoft Excel, Outlook, Microsoft Office, Spreadsheets, Document Imaging, Accounting, Windows, Records, Microsoft Word, English, Research, Reports, Highly detail oriented, Quality Control, 10 Key, QuickBooks, Mas 90, Peachtree, Banking, Credit, Business Analysis
Education
California State University-Fullerton 1999 — 2001
Bachelor of Arts (BA), Accounting
CapitalSource May 2009 - Present
Fremont Investment & Loan September 2001 - November 2007
Skills
Data Entry, Microsoft Excel, Outlook, Microsoft Office, Spreadsheets, Document Imaging, Accounting, Windows, Records, Microsoft Word, English, Research, Reports, Highly detail oriented, Quality Control, 10 Key, QuickBooks, Mas 90, Peachtree, Banking, Credit, Business Analysis
Education
California State University-Fullerton 1999 — 2001
Bachelor of Arts (BA), Accounting
Nadia Bitihari's CapitalSource Experience 2005 - 2008
Job Financial Analyst at FINRA
Industry Financial Services
Experience
Financial Industry Regulator Authority (FINRA) March 2008 - Present
CapitalSource 2005 - 2008
Education
American University - Kogod School of Business
MS, Finance
University of Maryland - Robert H. Smith School of Business
BS, Finance
Financial Industry Regulator Authority (FINRA) March 2008 - Present
CapitalSource 2005 - 2008
Education
American University - Kogod School of Business
MS, Finance
University of Maryland - Robert H. Smith School of Business
BS, Finance
Jin Bahk's CapitalSource Experience January 2006 - November 2008
Job Global Tax Director at Silver Ridge Power
Industry Accounting
Experience
Silver Ridge Power September 2012 - Present
McGladrey December 2011 - August 2012
JE Robert Companies November 2008 - November 2011
CapitalSource January 2006 - November 2008
Deloitte 2005 - 2006
Plum Creek 2002 - 2005
Skills
Private Equity, Commercial Mortgages, Real Estate Transactions, Financial Services, REIT, International Tax, Renewable Energy, tax equity transactions, Partnership Taxation, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Financial Instruments, Accounting, Investments, Finance, Tax, Mergers, Financial Structuring, Corporate Tax, Valuation, Due Diligence, Financial Reporting, Financial Analysis, Financial Modeling
Education
Emory University
Bachelor of Business Administration (BBA)
University of Maryland School of Law
Juris Doctorate
Silver Ridge Power September 2012 - Present
McGladrey December 2011 - August 2012
JE Robert Companies November 2008 - November 2011
CapitalSource January 2006 - November 2008
Deloitte 2005 - 2006
Plum Creek 2002 - 2005
Skills
Private Equity, Commercial Mortgages, Real Estate Transactions, Financial Services, REIT, International Tax, Renewable Energy, tax equity transactions, Partnership Taxation, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Financial Instruments, Accounting, Investments, Finance, Tax, Mergers, Financial Structuring, Corporate Tax, Valuation, Due Diligence, Financial Reporting, Financial Analysis, Financial Modeling
Education
Emory University
Bachelor of Business Administration (BBA)
University of Maryland School of Law
Juris Doctorate
John Sturgeon's CapitalSource Experience June 1998 - Present
Job Assistant Manager at CapitalSource
Industry Financial Services
Experience
CapitalSource June 1998 - Present
Farmers & Merchants Bank 1995 - 1998
San Francisio Independent Newspaper 1991 - 1994
Skills
Banking
Education
San Francisco State University 1991 — 1994
MA, Theatre/Playwriting
California State University-Long Beach 1988 — 1991
BA, Theatre/Performance
CapitalSource June 1998 - Present
Farmers & Merchants Bank 1995 - 1998
San Francisio Independent Newspaper 1991 - 1994
Skills
Banking
Education
San Francisco State University 1991 — 1994
MA, Theatre/Playwriting
California State University-Long Beach 1988 — 1991
BA, Theatre/Performance
Duncan Moore's CapitalSource Experience 2004 - 2007
Job Jr. Lighthouse Repair Technician
Industry Internet
Experience
Hut Two Services, LLC (Self) 2015 - Present
FoundationDB 2014 - 2015
Internet Health Media Company 2014 - 2014
YellowBrix 2011 - 2013
AEC Design Group 2008 - 2009
AutoFinance Partners (followed mgmt from CapitalSource) 2007 - 2008
CapitalSource 2004 - 2007
Education
University of Maryland University College 2012 — 2020
In Process
Florida Institute of Technology 1997 — 1999
Computer Science
Hut Two Services, LLC (Self) 2015 - Present
FoundationDB 2014 - 2015
Internet Health Media Company 2014 - 2014
YellowBrix 2011 - 2013
AEC Design Group 2008 - 2009
AutoFinance Partners (followed mgmt from CapitalSource) 2007 - 2008
CapitalSource 2004 - 2007
Education
University of Maryland University College 2012 — 2020
In Process
Florida Institute of Technology 1997 — 1999
Computer Science
Vivian Pan's CapitalSource Experience May 2010 - March 2014
Job Senior Accountant at Opus Bank
Industry Financial Services
Experience
Opus Bank March 2014 - Present
CapitalSource May 2010 - March 2014
Brown & Brown April 2008 - May 2010
STAUBER July 1997 - April 2008
Skills
Account Reconciliation, Financial Analysis, General Ledger, Journal Entries, Variance Analysis, Accounts Payable, Payroll, Accounting, Invoicing, Internal Audit, Analysis, Bank Reconciliation
Education
California State University-Fullerton 1991 — 1996
Bachelor of Arts (BA), Accounting
Opus Bank March 2014 - Present
CapitalSource May 2010 - March 2014
Brown & Brown April 2008 - May 2010
STAUBER July 1997 - April 2008
Skills
Account Reconciliation, Financial Analysis, General Ledger, Journal Entries, Variance Analysis, Accounts Payable, Payroll, Accounting, Invoicing, Internal Audit, Analysis, Bank Reconciliation
Education
California State University-Fullerton 1991 — 1996
Bachelor of Arts (BA), Accounting
MATTHEW OH's CapitalSource Experience February 2015 - Present
Job Senior Account Executive at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2015 - Present
CapitalSource March 2012 - February 2015
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance and Operation and Information Management
CapitalSource February 2015 - Present
CapitalSource March 2012 - February 2015
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Finance and Operation and Information Management
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation