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
Elie Kawmy Elie Kawmy's CapitalSource Experience June 2014 - January 2015
Job Junior Consultant at MJB Graham Limited
Industry Consumer Services
Experience
MJB Graham Limited May 2015 - Present
CapitalSource June 2014 - January 2015
Connected Commerce March 2013 - August 2013
Starbucks August 2012 - August 2013
Skills
Marketing Strategy, Sales & Marketing..., Mentoring, Process I'm, Process Improvement, Brand Development, CRM, Compliance, Entrepreneurship, Selling, Marketing Communications, Market Research, Sales Management, Sales, Social Media, Customer Service, PowerPoint, Microsoft Office, Leadership, Marketing, Microsoft Word, Microsoft Excel
Education
Purdue University 2011 — 2016
Bachelor of Science (BS), Selling and Sales Management, Sophomore
Langley High School 2007 — 2011
MJB Graham Limited May 2015 - Present
CapitalSource June 2014 - January 2015
Connected Commerce March 2013 - August 2013
Starbucks August 2012 - August 2013
Skills
Marketing Strategy, Sales & Marketing..., Mentoring, Process I'm, Process Improvement, Brand Development, CRM, Compliance, Entrepreneurship, Selling, Marketing Communications, Market Research, Sales Management, Sales, Social Media, Customer Service, PowerPoint, Microsoft Office, Leadership, Marketing, Microsoft Word, Microsoft Excel
Education
Purdue University 2011 — 2016
Bachelor of Science (BS), Selling and Sales Management, Sophomore
Langley High School 2007 — 2011
Kyle Corsini Kyle Corsini's CapitalSource Experience June 2012 - August 2012
Job Associate at CBRE
Industry Commercial Real Estate
Experience
CBRE October 2014 - Present
CBRE September 2013 - October 2014
CapitalSource June 2012 - August 2012
CapitalSource Bank June 2011 - August 2011
CapitalSource, Bank June 2010 - August 2010
Diamondmind Inc December 2009 - January 2010
United States Chamber of Commerce June 2009 - August 2009
Skills
Real Estate, Commercial Real Estate, Leadership, Financial Analysis, Marketing, Microsoft Office, Microsoft Excel, PowerPoint
Education
CCIM Institute 2012 — 2014
Member (In Progress), Commercial Real Estate, N/A
Gettysburg College 2011 — 2013
Bachelor's, Business Management
Saint Joseph's University 2009 — 2010
Bachelor's, 2013
Georgetown Preparatory School 2005 — 2009
CBRE October 2014 - Present
CBRE September 2013 - October 2014
CapitalSource June 2012 - August 2012
CapitalSource Bank June 2011 - August 2011
CapitalSource, Bank June 2010 - August 2010
Diamondmind Inc December 2009 - January 2010
United States Chamber of Commerce June 2009 - August 2009
Skills
Real Estate, Commercial Real Estate, Leadership, Financial Analysis, Marketing, Microsoft Office, Microsoft Excel, PowerPoint
Education
CCIM Institute 2012 — 2014
Member (In Progress), Commercial Real Estate, N/A
Gettysburg College 2011 — 2013
Bachelor's, Business Management
Saint Joseph's University 2009 — 2010
Bachelor's, 2013
Georgetown Preparatory School 2005 — 2009
Kyle Keith Kyle Keith's CapitalSource Experience January 2003 - May 2005
Job Market Executive at Sabadell United Bank
Industry Banking
Experience
Sabadell United Bank July 2015 - Present
TD October 2012 - June 2015
PNC June 2010 - October 2012
Fifth Third Bank May 2005 - June 2010
CapitalSource January 2003 - May 2005
Skills
M&A experience, Cash Management, Corporate Finance, Credit, Debt Restructuring, Middle Market, Treasury Management, Commercial Lending, Commercial Banking, Loans, Financial Modeling, Credit Analysis, Financial Analysis, Banking, M&A support, Portfolio Management, Mergers, Asset Based Lending
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Science, Finance
Sabadell United Bank July 2015 - Present
TD October 2012 - June 2015
PNC June 2010 - October 2012
Fifth Third Bank May 2005 - June 2010
CapitalSource January 2003 - May 2005
Skills
M&A experience, Cash Management, Corporate Finance, Credit, Debt Restructuring, Middle Market, Treasury Management, Commercial Lending, Commercial Banking, Loans, Financial Modeling, Credit Analysis, Financial Analysis, Banking, M&A support, Portfolio Management, Mergers, Asset Based Lending
Education
Loyola College in Maryland 1988 — 1992
Bachelor of Science, Finance
Mark Shanahan Mark Shanahan's CapitalSource Experience April 2007 - April 2014
Job Vice President, Talent Acquisition
Industry Human Resources
Experience
OneWest Bank April 2014 - Present
M-L Associates April 2014 - Present
CapitalSource April 2007 - April 2014
BearingPoint 2006 - 2007
Deutsche Bank 2005 - 2006
Goldman Sachs December 1999 - May 2004
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Talent Management, Onboarding, College Recruiting, Employee Relations, Deferred Compensation, Performance Management, Benefits Negotiation, Employee Benefits, Executive Search, Employee Engagement, Internet Recruiting, Human Resources, HRIS, Succession Planning, Sourcing, Leadership, PeopleSoft, Technical Recruiting, Workforce Planning, Benefits Administration, Staffing Services, Employer Branding, Payroll, HR Policies, Career Development, Interviews, HR Consulting, Hiring, Networking, Employee Training, Temporary Placement, Mentoring, Organizational..., Personnel Management, Contract Recruitment, New Hire Orientations, Cold Calling, Taleo, Training, Organizational Design, Organizational..., Screening, Screening Resumes, Job Descriptions, Resume Writing, Vendor Management, Employment Law
Education
Rochester Institute of Technology 1989 — 1993
Bachelor of Arts
OneWest Bank April 2014 - Present
M-L Associates April 2014 - Present
CapitalSource April 2007 - April 2014
BearingPoint 2006 - 2007
Deutsche Bank 2005 - 2006
Goldman Sachs December 1999 - May 2004
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Talent Management, Onboarding, College Recruiting, Employee Relations, Deferred Compensation, Performance Management, Benefits Negotiation, Employee Benefits, Executive Search, Employee Engagement, Internet Recruiting, Human Resources, HRIS, Succession Planning, Sourcing, Leadership, PeopleSoft, Technical Recruiting, Workforce Planning, Benefits Administration, Staffing Services, Employer Branding, Payroll, HR Policies, Career Development, Interviews, HR Consulting, Hiring, Networking, Employee Training, Temporary Placement, Mentoring, Organizational..., Personnel Management, Contract Recruitment, New Hire Orientations, Cold Calling, Taleo, Training, Organizational Design, Organizational..., Screening, Screening Resumes, Job Descriptions, Resume Writing, Vendor Management, Employment Law
Education
Rochester Institute of Technology 1989 — 1993
Bachelor of Arts
Gayle Neely Duffy Gayle Neely Duffy's CapitalSource Experience June 2008 - October 2013
Job AVP Branch Operations Manager Pacific Western Bank
Industry Financial Services
Experience
Pacific Western Bank October 2013 - Present
CapitalSource June 2008 - October 2013
Fremont Investment and Loan August 2004 - June 2008
First Federal Bank of California January 2000 - August 2004
Countrywide Home Loans November 1999 - January 2000
First Commerical Bank of Philadelphia October 1997 - March 1999
Skills
Retail Banking, Loans, Mortgage Lending, Portfolio Management, Management, Sales, Training, Accounting, Auditing, Banking, Small Business Lending, Commercial Banking, Insurance, Internal Controls, Office Management, Compliance, Leadership, Financial Accounting, Internal Audit, Employee Management, Development Of Employees, Business Development, Operations Management, Office Administration, Product Marketing, Business lending, Volunteering, Construction Loans, Notary Public
Education
Pierce College 1992 — 1995
Pacific Western Bank October 2013 - Present
CapitalSource June 2008 - October 2013
Fremont Investment and Loan August 2004 - June 2008
First Federal Bank of California January 2000 - August 2004
Countrywide Home Loans November 1999 - January 2000
First Commerical Bank of Philadelphia October 1997 - March 1999
Skills
Retail Banking, Loans, Mortgage Lending, Portfolio Management, Management, Sales, Training, Accounting, Auditing, Banking, Small Business Lending, Commercial Banking, Insurance, Internal Controls, Office Management, Compliance, Leadership, Financial Accounting, Internal Audit, Employee Management, Development Of Employees, Business Development, Operations Management, Office Administration, Product Marketing, Business lending, Volunteering, Construction Loans, Notary Public
Education
Pierce College 1992 — 1995
Elizaveta Tsyganova's CapitalSource Experience August 2006 - August 2007
Job Project Specialist / Data Analyst at Cisco
Industry Information Technology and Services
Experience
Cisco Systems September 2010 - Present
MITRE September 2008 - November 2010
Corporate Executive Board September 2007 - September 2008
Capitalsource August 2006 - August 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Budgets, Project Portfolio..., Project Coordination, Process Improvement, Management, Analysis, Department Budgeting, Oracle Reports, Front Office Development, Essbase, Project Management, Project Planning, MS Project, Microsoft CRM, Tableau, Cross-functional Team..., Strategic Planning
Education
The University of Texas at Austin
Bachelor’s Degree, Major:Finance Concentration: Accounting Minor: MIS
The University of Texas at Dallas - School of Management
Master of Business Administration (M.B.A.), Project Management/Finace
Cisco Systems September 2010 - Present
MITRE September 2008 - November 2010
Corporate Executive Board September 2007 - September 2008
Capitalsource August 2006 - August 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Budgets, Project Portfolio..., Project Coordination, Process Improvement, Management, Analysis, Department Budgeting, Oracle Reports, Front Office Development, Essbase, Project Management, Project Planning, MS Project, Microsoft CRM, Tableau, Cross-functional Team..., Strategic Planning
Education
The University of Texas at Austin
Bachelor’s Degree, Major:Finance Concentration: Accounting Minor: MIS
The University of Texas at Dallas - School of Management
Master of Business Administration (M.B.A.), Project Management/Finace
Melba Quizon Melba Quizon's CapitalSource Experience 2001 - 2002
Job Credit Portfolio Manager
Industry Financial Services
Experience
SunTrust Bank August 2012 - Present
CapitalSource 2001 - 2002
Bank of America May 1997 - December 2000
Leader Drugs, Inc. October 1994 - April 1997
The First National Bank of Boston September 1988 - October 1994
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Restructuring, Asset Based Lending, Underwriting, Financial Statement..., Commercial Banking, Credit Risk, Financial Modeling
Education
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics
SunTrust Bank August 2012 - Present
CapitalSource 2001 - 2002
Bank of America May 1997 - December 2000
Leader Drugs, Inc. October 1994 - April 1997
The First National Bank of Boston September 1988 - October 1994
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Restructuring, Asset Based Lending, Underwriting, Financial Statement..., Commercial Banking, Credit Risk, Financial Modeling
Education
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Anh Boesch, ABR®, SFR® Anh Boesch, ABR®, SFR®'s CapitalSource Experience March 2009 - September 2011
Job 10+ yrs of Real Estate Experience | Real Estate Agent | Montgomery County, MD | Frederick County, MD
Industry Real Estate
Experience
Montgomery County MD June 2010 - Present
CapitalSource March 2009 - September 2011
CapitalSource November 2003 - March 2009
PriceWaterhouseCoopers July 2000 - October 2003
Arthur Andersen January 1998 - June 2000
Skills
Real Estate, Residential Homes, Short Sales, Real Estate Economics, Investments, Condos, Loan Origination, Buyer Representation, Buyers, Real Estate Transactions, Investment Properties, Loan Servicing, Commercial Lending, Asset Management, Finance, Single Family Homes, Underwriting, Foreclosures, Sellers, Commercial Real Estate, Credit, Loans
Education
University of Maryland College Park 1995 — 1997
BS, Accounting
Montgomery College 1993 — 1995
Stepping stone to UMD!
Montgomery County MD June 2010 - Present
CapitalSource March 2009 - September 2011
CapitalSource November 2003 - March 2009
PriceWaterhouseCoopers July 2000 - October 2003
Arthur Andersen January 1998 - June 2000
Skills
Real Estate, Residential Homes, Short Sales, Real Estate Economics, Investments, Condos, Loan Origination, Buyer Representation, Buyers, Real Estate Transactions, Investment Properties, Loan Servicing, Commercial Lending, Asset Management, Finance, Single Family Homes, Underwriting, Foreclosures, Sellers, Commercial Real Estate, Credit, Loans
Education
University of Maryland College Park 1995 — 1997
BS, Accounting
Montgomery College 1993 — 1995
Stepping stone to UMD!
Jordan Kilmer Jordan Kilmer's CapitalSource Experience February 2014 - April 2014
Job Manager, Credit & Risk at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC August 2015 - Present
Capital One April 2014 - August 2015
CapitalSource February 2014 - April 2014
CapitalSource November 2011 - February 2014
Hughes & Bentzen, PLLC June 2010 - November 2011
Skills
Analysis, Auditing, Finance, Due Diligence, Legal Assistance, Management, Loans, Portfolio Management, Data Analysis, Corporate Finance
Education
Le Moyne College 2008 — 2010
BA, Economics
Fundation Group LLC August 2015 - Present
Capital One April 2014 - August 2015
CapitalSource February 2014 - April 2014
CapitalSource November 2011 - February 2014
Hughes & Bentzen, PLLC June 2010 - November 2011
Skills
Analysis, Auditing, Finance, Due Diligence, Legal Assistance, Management, Loans, Portfolio Management, Data Analysis, Corporate Finance
Education
Le Moyne College 2008 — 2010
BA, Economics
Robert Castellano's CapitalSource Experience November 2014 - Present
Job Account Executive Portfolio Management at CapitalSource
Industry Financial Services
Experience
CapitalSource November 2014 - Present
Constellation Brands June 2014 - September 2014
Travelers June 2013 - August 2013
Strategic Financial Services June 2012 - July 2012
Cape Cod Baseball League June 2011 - August 2011
The Hartford June 2010 - August 2010
Skills
Competitive Analysis, Business Development, Economics, Analysis, Valuation, Research, Sales, Financial Analysis, Underwriting, Financial Modeling, Finance, Investments, Market Research, Data Analysis, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Hamilton College 2007 — 2011
BA, Economics, English (minor)
CFA Institute
Passed Level I Exam
CapitalSource November 2014 - Present
Constellation Brands June 2014 - September 2014
Travelers June 2013 - August 2013
Strategic Financial Services June 2012 - July 2012
Cape Cod Baseball League June 2011 - August 2011
The Hartford June 2010 - August 2010
Skills
Competitive Analysis, Business Development, Economics, Analysis, Valuation, Research, Sales, Financial Analysis, Underwriting, Financial Modeling, Finance, Investments, Market Research, Data Analysis, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Hamilton College 2007 — 2011
BA, Economics, English (minor)
CFA Institute
Passed Level I Exam
Josh Premuda Josh Premuda's CapitalSource Experience November 2003 - October 2007
Job
Industry Internet
Experience
Smalley Coffee April 2014 - Present
Kimball Office September 2010 - June 2015
currentblend April 2009 - October 2010
Colorado Community College System October 2007 - July 2009
CapitalSource November 2003 - October 2007
Marathon Oil Company June 2001 - November 2003
Skills
Digital Strategy, CRM, Online Marketing, Social Media, Salesforce.com, Web Applications, Web Analytics, Web Services, IT Audit, Email Marketing, SOX, Internal Audit, Security, Process Improvement, Process Development, Auditing, Strategy, Internal Controls, Risk Assessment, Marketing, CISA, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Business Process..., Enterprise Risk..., Business Analysis, Sarbanes-Oxley Act, Interactive Marketing, Leadership, Project Planning
Education
Ohio University 1997 — 2001
Bachelor's of Business Administration, Marketing and Management Informations Systems
Smalley Coffee April 2014 - Present
Kimball Office September 2010 - June 2015
currentblend April 2009 - October 2010
Colorado Community College System October 2007 - July 2009
CapitalSource November 2003 - October 2007
Marathon Oil Company June 2001 - November 2003
Skills
Digital Strategy, CRM, Online Marketing, Social Media, Salesforce.com, Web Applications, Web Analytics, Web Services, IT Audit, Email Marketing, SOX, Internal Audit, Security, Process Improvement, Process Development, Auditing, Strategy, Internal Controls, Risk Assessment, Marketing, CISA, Strategic Planning, Marketing Strategy, Social Media Marketing, Business Strategy, Business Process..., Enterprise Risk..., Business Analysis, Sarbanes-Oxley Act, Interactive Marketing, Leadership, Project Planning
Education
Ohio University 1997 — 2001
Bachelor's of Business Administration, Marketing and Management Informations Systems
Giles Coates Giles Coates's CapitalSource Experience 2002 - 2010
Job Treasury and Finance Executive
Industry Financial Services
Experience
Capital One 2011 - Present
CapitalSource 2002 - 2010
Raglan Group 1994 - 2001
Atlas Group 1988 - 1994
Skills
Treasury Management, Portfolio Management, Finance, Corporate Finance, Mergers & Acquisitions, Credit, Financial Reporting, Financial Modeling, Capital Markets, Private Equity, Accounting System, Treasury, Valuation, Financial Analysis, Banking
Education
Institute of Chartered Accountants in England and Wales
University of Wales, Cardiff
BS, Law & Accounting
Capital One 2011 - Present
CapitalSource 2002 - 2010
Raglan Group 1994 - 2001
Atlas Group 1988 - 1994
Skills
Treasury Management, Portfolio Management, Finance, Corporate Finance, Mergers & Acquisitions, Credit, Financial Reporting, Financial Modeling, Capital Markets, Private Equity, Accounting System, Treasury, Valuation, Financial Analysis, Banking
Education
Institute of Chartered Accountants in England and Wales
University of Wales, Cardiff
BS, Law & Accounting
William Rees's CapitalSource Experience February 2014 - Present
Job Account Executive at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2014 - Present
API - Advertising, Premiums & Incentives September 2013 - November 2013
St. Mary's College of Maryland August 2012 - May 2013
Target June 2011 - August 2011
Skills
Organization, Time Management, Interpersonal..., Public Speaking, Microsoft Office, Event Planning, Expense Budget..., Leadership, Research, Marketing, SPSS, Economic Research, Data Analysis, Project Planning, Social Media, Focus Groups, Friendly Personality, Student Affairs
Education
St. Mary's College of Maryland 2009 — 2013
Bachelor's degree, Economics & Sociology
James Cook University 2011 — 2012
Economics/Sociology
CapitalSource February 2014 - Present
API - Advertising, Premiums & Incentives September 2013 - November 2013
St. Mary's College of Maryland August 2012 - May 2013
Target June 2011 - August 2011
Skills
Organization, Time Management, Interpersonal..., Public Speaking, Microsoft Office, Event Planning, Expense Budget..., Leadership, Research, Marketing, SPSS, Economic Research, Data Analysis, Project Planning, Social Media, Focus Groups, Friendly Personality, Student Affairs
Education
St. Mary's College of Maryland 2009 — 2013
Bachelor's degree, Economics & Sociology
James Cook University 2011 — 2012
Economics/Sociology
Tom Meyerer Tom Meyerer's CapitalSource Experience June 2003 - August 2011
Job Senior Vice President at Capital One
Industry Banking
Experience
Capital One August 2011 - Present
CapitalSource June 2003 - August 2011
Skills
Portfolio Management, Credit, Credit Analysis, Loans, Financial Modeling, Banking, Financial Analysis, Valuation, Commercial Lending, Asset Management, Capital Markets, Investments, Credit Risk, Commercial Banking, Risk Management, Due Diligence
Education
Harvard Business School 2014 — 2015
PLD19, Program for Leadership Development
University of Maryland College Park 1998 — 2003
Bachelor of Arts, Economics
Capital One August 2011 - Present
CapitalSource June 2003 - August 2011
Skills
Portfolio Management, Credit, Credit Analysis, Loans, Financial Modeling, Banking, Financial Analysis, Valuation, Commercial Lending, Asset Management, Capital Markets, Investments, Credit Risk, Commercial Banking, Risk Management, Due Diligence
Education
Harvard Business School 2014 — 2015
PLD19, Program for Leadership Development
University of Maryland College Park 1998 — 2003
Bachelor of Arts, Economics
Angela Kindon Angela Kindon's CapitalSource Experience October 2005 - Present
Job Senior Paralegal at CapitalSource Finance LLC
Industry Financial Services
Experience
CapitalSource October 2005 - Present
McKenna Long & Aldridge LLP January 2000 - May 2005
Skills
Bankruptcy, Corporate Law, Litigation Support, Legal Assistance, Legal Research, Contract Management, Loan Modifications, Contract Law
Education
Marymount University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Business Law
CapitalSource October 2005 - Present
McKenna Long & Aldridge LLP January 2000 - May 2005
Skills
Bankruptcy, Corporate Law, Litigation Support, Legal Assistance, Legal Research, Contract Management, Loan Modifications, Contract Law
Education
Marymount University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Business Law
Dale Marsh, PMP Dale Marsh, PMP's CapitalSource Experience August 2015 - Present
Job Associate Vice President, System Operations Manager at CapitalSource
Industry Information Technology and Services
Experience
CapitalSource August 2015 - Present
Jacobs Technology November 2013 - August 2015
Jacobs Technology January 2011 - November 2013
TechTeam Government Solutions March 2009 - January 2011
Skills
Databases, Microsoft Office, JavaScript, XML, Software Documentation, HTML, PL/SQL, Time Management, CSS, MySQL, Oracle PL/SQL..., Oracle Applications, Oracle Forms, Oracle Enterprise..., PHP, AJAX, VBScript, Java Applets, Java, C++, Perl, ASP.NET
Education
PMI 2015 — 2015
Project Management Profressional (PMP)
Learning Tree International 2010 — 2013
Oracle 11g Application Development Certified Professional
Learning Tree International 2010 — 2013
Oracle 11g DBA Certified Professional
Zenetex 2009 — 2009
Information Technology Infrastructure Library (ITIL) Version 3 Foundation Certification, ITILv3
Radford University - College of Business and Economics 2006 — 2008
Master, Master of Business Administration (MBA)
Radford University 2002 — 2006
Bachelor of Science, Information Science and Systems
CapitalSource August 2015 - Present
Jacobs Technology November 2013 - August 2015
Jacobs Technology January 2011 - November 2013
TechTeam Government Solutions March 2009 - January 2011
Skills
Databases, Microsoft Office, JavaScript, XML, Software Documentation, HTML, PL/SQL, Time Management, CSS, MySQL, Oracle PL/SQL..., Oracle Applications, Oracle Forms, Oracle Enterprise..., PHP, AJAX, VBScript, Java Applets, Java, C++, Perl, ASP.NET
Education
PMI 2015 — 2015
Project Management Profressional (PMP)
Learning Tree International 2010 — 2013
Oracle 11g Application Development Certified Professional
Learning Tree International 2010 — 2013
Oracle 11g DBA Certified Professional
Zenetex 2009 — 2009
Information Technology Infrastructure Library (ITIL) Version 3 Foundation Certification, ITILv3
Radford University - College of Business and Economics 2006 — 2008
Master, Master of Business Administration (MBA)
Radford University 2002 — 2006
Bachelor of Science, Information Science and Systems
Shezan Zarook Shezan Zarook's CapitalSource Experience March 2014 - Present
Job
Industry Financial Services
Experience
CapitalSource March 2014 - Present
CapitalSource Bank June 2011 - February 2014
CapitalSource Bank 2007 - June 2011
Morgan Stanley 2005 - 2006
Skills
Credit Risk, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Analysis, Commercial Lending, Finance, Financial Statement..., Financial Modeling, Due Diligence, Capital Markets
Education
Harvard University
Finance
Marymount University
BBA in Finance, Summa Cum Laude Honors
Royal College
CapitalSource March 2014 - Present
CapitalSource Bank June 2011 - February 2014
CapitalSource Bank 2007 - June 2011
Morgan Stanley 2005 - 2006
Skills
Credit Risk, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Analysis, Commercial Lending, Finance, Financial Statement..., Financial Modeling, Due Diligence, Capital Markets
Education
Harvard University
Finance
Marymount University
BBA in Finance, Summa Cum Laude Honors
Royal College
Edward N. Bluemel II Edward N. Bluemel II's CapitalSource Experience April 2006 - February 2010
Job Vice President at ACO Commercial
Industry Real Estate
Experience
ACO Commercial August 2014 - Present
Ambition Investment Real Estate Partners November 2013 - Present
Metropolitan Bank Group July 2012 - October 2013
Metropolitan Bank Group May 2012 - July 2012
Addison Search January 2011 - November 2011
CapitalSource April 2006 - February 2010
Aimco 2004 - 2006
Skills
Contract Negotiation, Real Estate, Strategic Planning, Market Research, Financial Analysis, Investment Sales, Investment Underwriting, Portfolio Management, Asset Dispositions, Investments, Sales, Disposition, Commercial Real Estate, Customer Service, Management, Strategy, Real Estate Economics, New Business Development, Investment Properties, Leases, Team Leadership, Due Diligence, Real Estate Financing, Finance, Brokerage
Education
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
ACO Commercial August 2014 - Present
Ambition Investment Real Estate Partners November 2013 - Present
Metropolitan Bank Group July 2012 - October 2013
Metropolitan Bank Group May 2012 - July 2012
Addison Search January 2011 - November 2011
CapitalSource April 2006 - February 2010
Aimco 2004 - 2006
Skills
Contract Negotiation, Real Estate, Strategic Planning, Market Research, Financial Analysis, Investment Sales, Investment Underwriting, Portfolio Management, Asset Dispositions, Investments, Sales, Disposition, Commercial Real Estate, Customer Service, Management, Strategy, Real Estate Economics, New Business Development, Investment Properties, Leases, Team Leadership, Due Diligence, Real Estate Financing, Finance, Brokerage
Education
Northwestern University 1998 — 2002
Bachelor of Arts (BA), Economics
Nick Szczur's CapitalSource Experience October 2014 - Present
Job Analyst Leveraged Finance at CapitalSource
Industry Financial Services
Experience
CapitalSource October 2014 - Present
CapitalSource January 2013 - October 2014
CapitalSource May 2012 - August 2012
Burt Associates Incorporated May 2010 - August 2010
Levine, Blaszak, Block & Boothby, LLP June 2009 - September 2009
Skills
Leases, Research, Microsoft Excel, Project Management, Financial Analysis, Marketing, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Social Media, Real Estate, Microsoft Word, Business Strategy, Public Relations, Sales, Management, Investments, Analysis, Credit, Finance, Portfolio Management, Market Research, Financial Modeling, Outlook, Auditing, Economics, Leadership, Business Planning, Business Development
Education
University of Maryland College Park 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
Saint Joseph's University 2009 — 2010
Finance and Marketing
CapitalSource October 2014 - Present
CapitalSource January 2013 - October 2014
CapitalSource May 2012 - August 2012
Burt Associates Incorporated May 2010 - August 2010
Levine, Blaszak, Block & Boothby, LLP June 2009 - September 2009
Skills
Leases, Research, Microsoft Excel, Project Management, Financial Analysis, Marketing, Social Networking, Microsoft Office, PowerPoint, Public Speaking, Social Media, Real Estate, Microsoft Word, Business Strategy, Public Relations, Sales, Management, Investments, Analysis, Credit, Finance, Portfolio Management, Market Research, Financial Modeling, Outlook, Auditing, Economics, Leadership, Business Planning, Business Development
Education
University of Maryland College Park 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Economics
Saint Joseph's University 2009 — 2010
Finance and Marketing
Matthew Smith, CPA Matthew Smith, CPA's CapitalSource Experience July 2015 - Present
Job Assistant VicePresident, Senior Loan Analyst at CapitalSource
Industry Accounting
Experience
CapitalSource July 2015 - Present
Crowe Horwath LLP February 2015 - July 2015
Crowe Horwath LLP November 2010 - January 2015
Crowe Horwath LLP September 2009 - December 2010
Riddle, Darrell and Associates May 2007 - October 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Manufacturing, Healthcare, Construction, Financial Reporting, Financial Statements, Microsoft Word, PowerPoint, Internal Controls, Customer Service, OS X, Account Reconciliation, Accounting, Auditing
Education
Middle Tennessee State University 2003 — 2009
B.B.A., Accounting
John Overton High School 2000 — 2003
CapitalSource July 2015 - Present
Crowe Horwath LLP February 2015 - July 2015
Crowe Horwath LLP November 2010 - January 2015
Crowe Horwath LLP September 2009 - December 2010
Riddle, Darrell and Associates May 2007 - October 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Manufacturing, Healthcare, Construction, Financial Reporting, Financial Statements, Microsoft Word, PowerPoint, Internal Controls, Customer Service, OS X, Account Reconciliation, Accounting, Auditing
Education
Middle Tennessee State University 2003 — 2009
B.B.A., Accounting
John Overton High School 2000 — 2003
Eric Cada's CapitalSource Experience 2005 - 2007
Job VP Finance at Competitive Power Ventures
Industry Utilities
Experience
MACH Gen, LLC April 2010 - Present
Competitive Power Ventures 2007 - Present
CapitalSource 2005 - 2007
Constellation Energy 2003 - 2004
PG&E NEG 1995 - 2003
Ernst & Young 1988 - 1995
Skills
Due Diligence, Mergers, Financial Modeling, Financial Analysis, Project Finance, Corporate Finance, Financial Reporting, Valuation, Forecasting, Budget, Accounting, Energy, Risk Management, Strategic Planning, Financial Structuring, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Private Equity, Asset Management, Loans, Structured Finance, Restructuring, Corporate Development, Emerging Markets, Sarbanes-Oxley Act, Strategy, Business Valuation, Commodity Markets, Managerial Finance, Venture Capital, Business Planning, Divestitures, Investments, Renewable Energy, SEC filings, Financial Accounting, Investment Banking, Cash Management, Analysis, Executive Management, Treasury Management
Education
The Johns Hopkins University - Carey Business School 1992 — 1997
MBA, Finance
Old Dominion University 1984 — 1988
BSBA, Accounting
MACH Gen, LLC April 2010 - Present
Competitive Power Ventures 2007 - Present
CapitalSource 2005 - 2007
Constellation Energy 2003 - 2004
PG&E NEG 1995 - 2003
Ernst & Young 1988 - 1995
Skills
Due Diligence, Mergers, Financial Modeling, Financial Analysis, Project Finance, Corporate Finance, Financial Reporting, Valuation, Forecasting, Budget, Accounting, Energy, Risk Management, Strategic Planning, Financial Structuring, Budgets, Mergers & Acquisitions, Strategic Financial..., Finance, Private Equity, Asset Management, Loans, Structured Finance, Restructuring, Corporate Development, Emerging Markets, Sarbanes-Oxley Act, Strategy, Business Valuation, Commodity Markets, Managerial Finance, Venture Capital, Business Planning, Divestitures, Investments, Renewable Energy, SEC filings, Financial Accounting, Investment Banking, Cash Management, Analysis, Executive Management, Treasury Management
Education
The Johns Hopkins University - Carey Business School 1992 — 1997
MBA, Finance
Old Dominion University 1984 — 1988
BSBA, Accounting
Dwayne Shuler Dwayne Shuler's CapitalSource Experience August 2003 - April 2011
Job Managing Director, Sponsor Finance
Industry Financial Services
Experience
Silicon Valley Bank April 2011 - Present
CapitalSource August 2003 - April 2011
Ernst & Young March 2002 - August 2003
Ernst & Young August 1997 - March 2002
Skills
Mergers & Acquisitions, Due Diligence, Finance, LBO, Strategy, Cash Flow, Recapitalizations, Middle Market, Capital, Growth Capital, Financial Analysis, Financial Modeling, Mergers, Valuation
Education
James Madison University 1993 — 1997
BBA, Accounting
Silicon Valley Bank April 2011 - Present
CapitalSource August 2003 - April 2011
Ernst & Young March 2002 - August 2003
Ernst & Young August 1997 - March 2002
Skills
Mergers & Acquisitions, Due Diligence, Finance, LBO, Strategy, Cash Flow, Recapitalizations, Middle Market, Capital, Growth Capital, Financial Analysis, Financial Modeling, Mergers, Valuation
Education
James Madison University 1993 — 1997
BBA, Accounting
Brad Weber, CPA Brad Weber, CPA's CapitalSource Experience 2006 - 2006
Job CFO at Devon International Group
Industry Biotechnology
Experience
Devon International Group May 2015 - Present
O'Neill Properties Group, LP March 2014 - May 2015
Royal Bank America January 2013 - February 2014
Royal Bank America December 2008 - January 2013
RBA Capital October 2006 - December 2008
CapitalSource 2006 - 2006
American Business Financial Services January 2004 - May 2005
Ansley Associates, Inc. January 1995 - December 2003
Oxford First Corporation 1988 - 1994
PricewaterhouseCoopers December 1984 - May 1988
Skills
Credit, Structured Finance, Mergers, Finance, Underwriting, Loans, Mortgage Lending, Financial Analysis, Enterprise Risk..., Portfolio Management, Financial Risk, Mergers & Acquisitions, Risk Management, Banking, Strategy, Leadership, Financial Services, Governance, Commercial Lending, Project Planning, Credit Risk, Financial Modeling, Strategic Financial..., REO, Due Diligence, Loan Servicing, Real Estate, Credit Analysis, Commercial Banking, Auditing, Internal Audit, Commercial Mortgages, Financial Structuring, Executive Management, Management, Cash Management, Capital Markets, Asset Management, Financial Institutions, Mortgage Banking, Lines Of Credit, Corporate Finance, Investor Relations, Vendor Management, AML, Accounting, Operational Risk..., Funding, Private Equity, Managerial Finance
Education
Penn State University 1981 — 1985
Bachelor's degree, Accounting
Devon International Group May 2015 - Present
O'Neill Properties Group, LP March 2014 - May 2015
Royal Bank America January 2013 - February 2014
Royal Bank America December 2008 - January 2013
RBA Capital October 2006 - December 2008
CapitalSource 2006 - 2006
American Business Financial Services January 2004 - May 2005
Ansley Associates, Inc. January 1995 - December 2003
Oxford First Corporation 1988 - 1994
PricewaterhouseCoopers December 1984 - May 1988
Skills
Credit, Structured Finance, Mergers, Finance, Underwriting, Loans, Mortgage Lending, Financial Analysis, Enterprise Risk..., Portfolio Management, Financial Risk, Mergers & Acquisitions, Risk Management, Banking, Strategy, Leadership, Financial Services, Governance, Commercial Lending, Project Planning, Credit Risk, Financial Modeling, Strategic Financial..., REO, Due Diligence, Loan Servicing, Real Estate, Credit Analysis, Commercial Banking, Auditing, Internal Audit, Commercial Mortgages, Financial Structuring, Executive Management, Management, Cash Management, Capital Markets, Asset Management, Financial Institutions, Mortgage Banking, Lines Of Credit, Corporate Finance, Investor Relations, Vendor Management, AML, Accounting, Operational Risk..., Funding, Private Equity, Managerial Finance
Education
Penn State University 1981 — 1985
Bachelor's degree, Accounting
Vinecia Perkins's CapitalSource Experience February 2012 - August 2013
Job Resident Advisor at Lafayette College
Industry
Experience
Lafayette College August 2013 - Present
CapitalSource February 2012 - August 2013
The World Bank June 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Teamwork, English, Leadership
Education
Lafayette College 2012 — 2016
Bachelor of Arts (BA), Economics and Political Science
McKinley Technology High School 2008 — 2012
Biotechnology
Lafayette College August 2013 - Present
CapitalSource February 2012 - August 2013
The World Bank June 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Teamwork, English, Leadership
Education
Lafayette College 2012 — 2016
Bachelor of Arts (BA), Economics and Political Science
McKinley Technology High School 2008 — 2012
Biotechnology
JEAN-LUC RIBAKARE JEAN-LUC RIBAKARE's CapitalSource Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
CapitalSource 2007 - 2010
Skills
Banking, Financial Analysis
Education
University of Cincinnati 2014 — 2016
Master of Business Administration (MBA), Finance & Accounting
Ohio University 2011 — 2013
Master's Degree, International Relations and International Political Economy
Ohio University 2010 — 2013
Bachelor's Degree, Mathematics
Georgetown University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
CapitalSource 2007 - 2010
Skills
Banking, Financial Analysis
Education
University of Cincinnati 2014 — 2016
Master of Business Administration (MBA), Finance & Accounting
Ohio University 2011 — 2013
Master's Degree, International Relations and International Political Economy
Ohio University 2010 — 2013
Bachelor's Degree, Mathematics
Georgetown University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chase Rowan Chase Rowan's CapitalSource Experience March 2013 - October 2014
Job Director, Finance at Neighborhood Development Company
Industry Commercial Real Estate
Experience
Neighborhood Development Company October 2014 - Present
CapitalSource March 2013 - October 2014
Bloomberg February 2010 - October 2012
Echo Lake Entertainment June 2009 - February 2010
Lehman Brothers July 2005 - June 2007
Skills
Business Strategy, Investments, General Management, Real Estate
Education
Harvard Business School 2007 — 2009
MBA
University of Richmond 2001 — 2005
BS, Business Administration
Neighborhood Development Company October 2014 - Present
CapitalSource March 2013 - October 2014
Bloomberg February 2010 - October 2012
Echo Lake Entertainment June 2009 - February 2010
Lehman Brothers July 2005 - June 2007
Skills
Business Strategy, Investments, General Management, Real Estate
Education
Harvard Business School 2007 — 2009
MBA
University of Richmond 2001 — 2005
BS, Business Administration
Alysha Cunningham Alysha Cunningham's CapitalSource Experience May 2015 - Present
Job AVP Loan Officer
Industry Financial Services
Experience
CapitalSource May 2015 - Present
CapitalSource July 2014 - May 2015
SunTrust Bank September 2013 - July 2014
Steben & Company, Inc. January 2013 - September 2013
Financial Industry Regulatory Authority October 2012 - January 2013
Goucher College Office of Multicultural Affairs September 2011 - May 2012
Goucher College September 2011 - May 2012
Goucher College Office of Community Living September 2009 - May 2012
Goucher College September 2008 - May 2012
Goucher College September 2011 - December 2011
Skills
Spanish, Research, Event Planning, Public Speaking, Editing, Facebook, Social Networking, Microsoft Office, Translation, Social Media, PowerPoint, Tutoring, Project Management, Teaching, Community Outreach, Conflict Resolution, Social Media Marketing, Higher Education, Management
Education
Goucher College 2008 — 2012
Business Management, Spanish
Goucher College 2008 — 2012
Bachelor of Arts, Business Management and Spanish
Universidad de Salamanca 2011 — 2011
B.A; B.A, Business Management; Business; SpanishSpanish
CapitalSource May 2015 - Present
CapitalSource July 2014 - May 2015
SunTrust Bank September 2013 - July 2014
Steben & Company, Inc. January 2013 - September 2013
Financial Industry Regulatory Authority October 2012 - January 2013
Goucher College Office of Multicultural Affairs September 2011 - May 2012
Goucher College September 2011 - May 2012
Goucher College Office of Community Living September 2009 - May 2012
Goucher College September 2008 - May 2012
Goucher College September 2011 - December 2011
Skills
Spanish, Research, Event Planning, Public Speaking, Editing, Facebook, Social Networking, Microsoft Office, Translation, Social Media, PowerPoint, Tutoring, Project Management, Teaching, Community Outreach, Conflict Resolution, Social Media Marketing, Higher Education, Management
Education
Goucher College 2008 — 2012
Business Management, Spanish
Goucher College 2008 — 2012
Bachelor of Arts, Business Management and Spanish
Universidad de Salamanca 2011 — 2011
B.A; B.A, Business Management; Business; SpanishSpanish
Daran Thomas, MBA Daran Thomas, MBA's CapitalSource Experience June 2013 - Present
Job Associate at Capital Source Bank
Industry Banking
Experience
CapitalSource June 2013 - Present
Virginia Heritage Bank May 2012 - May 2013
RBC Bank USA May 2011 - May 2012
RBC Bank USA March 2007 - May 2011
Bank of America Corporation August 2004 - March 2007
Washington Mutual Bank Incorporated October 2003 - August 2004
Skills
Customer Service, Teamwork, Banking, Credit, Loans, Commercial Lending, Credit Analysis, Underwriting, Financial Analysis, Insurance, Risk Management, Small Business Lending, Commercial Banking, Retail Banking, Portfolio Management
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
Stephen F. Austin State University 1999 — 2003
Bachelor of Arts, Business Administration and Management
CapitalSource June 2013 - Present
Virginia Heritage Bank May 2012 - May 2013
RBC Bank USA May 2011 - May 2012
RBC Bank USA March 2007 - May 2011
Bank of America Corporation August 2004 - March 2007
Washington Mutual Bank Incorporated October 2003 - August 2004
Skills
Customer Service, Teamwork, Banking, Credit, Loans, Commercial Lending, Credit Analysis, Underwriting, Financial Analysis, Insurance, Risk Management, Small Business Lending, Commercial Banking, Retail Banking, Portfolio Management
Education
University of Phoenix 2007 — 2008
Masters, Business Administration
Stephen F. Austin State University 1999 — 2003
Bachelor of Arts, Business Administration and Management
Mike Rudolph Mike Rudolph's CapitalSource Experience March 2007 - December 2008
Job Director Capital Advisory at KPMG Corporate Finance
Industry Financial Services
Experience
KPMG Corporate Finance July 2011 - Present
UHY Advisors August 2009 - June 2011
CapitalSource March 2007 - December 2008
GE Antares Capital March 2003 - February 2007
Duff & Phelps July 2000 - February 2003
Grant Thornton September 1997 - October 1999
Skills
Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance and Management & Strategy
Indiana University - Kelley School of Business 1992 — 1997
BS, Accounting
KPMG Corporate Finance July 2011 - Present
UHY Advisors August 2009 - June 2011
CapitalSource March 2007 - December 2008
GE Antares Capital March 2003 - February 2007
Duff & Phelps July 2000 - February 2003
Grant Thornton September 1997 - October 1999
Skills
Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance and Management & Strategy
Indiana University - Kelley School of Business 1992 — 1997
BS, Accounting
Jeff Gruender Jeff Gruender's CapitalSource Experience 2002 - 2007
Job Senior Investment Officer at CapitalSouce Finance LLC
Industry Banking
Experience
CapitalSouce Finance LLC September 2011 - Present
US Bank 2007 - September 2011
CapitalSource 2002 - 2007
A.G. Edwards & Sons, Inc. 1994 - 2000
Education
Southern Illinois University, Edwardsville 2000 — 2001
Masters of Science, Finance and Economics
University of Missouri-Saint Louis 1989 — 1993
BSBA, Accounting
CapitalSouce Finance LLC September 2011 - Present
US Bank 2007 - September 2011
CapitalSource 2002 - 2007
A.G. Edwards & Sons, Inc. 1994 - 2000
Education
Southern Illinois University, Edwardsville 2000 — 2001
Masters of Science, Finance and Economics
University of Missouri-Saint Louis 1989 — 1993
BSBA, Accounting
Jackie Schmidt Jackie Schmidt's CapitalSource Experience November 2007 - November 2007
Job Director of Dealer Development at Central Security Group, Inc.
Industry Security and Investigations
Experience
Central Security Group, Inc. January 2011 - Present
Broadview Security December 2008 - January 2011
Alarm Capital Alliance December 2007 - December 2008
CapitalSource November 2007 - November 2007
Financial Security Services Inc. 2004 - 2005
SLP Capital 1999 - 2004
Protection One 1992 - 1999
Education
Iowa State University - College of Business 1982 — 1984
Business
Central Security Group, Inc. January 2011 - Present
Broadview Security December 2008 - January 2011
Alarm Capital Alliance December 2007 - December 2008
CapitalSource November 2007 - November 2007
Financial Security Services Inc. 2004 - 2005
SLP Capital 1999 - 2004
Protection One 1992 - 1999
Education
Iowa State University - College of Business 1982 — 1984
Business
Patrick Hutchison Patrick Hutchison's CapitalSource Experience June 2014 - Present
Job Vice President at CapitalSource
Industry Venture Capital & Private Equity
Experience
CapitalSource June 2014 - Present
MCG Capital November 2010 - March 2014
MCG Capital September 2006 - November 2010
IBM July 2005 - September 2006
IBM December 2004 - July 2005
IBM February 2004 - December 2004
Skills
Accounting, Asset Management, Business Development, Finance, Due Diligence, Financial Modeling, Investments, Mergers, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
Penn State University 1999 — 2003
Bachelor's Degree, Major in Finance, Minor in Management Information Systems
CapitalSource June 2014 - Present
MCG Capital November 2010 - March 2014
MCG Capital September 2006 - November 2010
IBM July 2005 - September 2006
IBM December 2004 - July 2005
IBM February 2004 - December 2004
Skills
Accounting, Asset Management, Business Development, Finance, Due Diligence, Financial Modeling, Investments, Mergers, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
Penn State University 1999 — 2003
Bachelor's Degree, Major in Finance, Minor in Management Information Systems
Chad Belletete Chad Belletete's CapitalSource Experience September 2007 - June 2011
Job Sr. Associate, FP&A at HealthTrust Purchasing Group
Industry Hospital & Health Care
Experience
HealthTrust Purchasing Group April 2014 - Present
HealthTrust Purchasing Group January 2013 - April 2014
HealthTrust Purchasing Group June 2011 - January 2013
CapitalSource September 2007 - June 2011
Medical Properties Trust July 2005 - August 2007
Skills
Finance, Analysis, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Corporate Finance, Process Improvement, Financial Planning, Business Strategy, Microsoft Excel, Accounts Receivable, Financial Reporting, Managerial Finance, Variance Analysis, Credit, Corporate FP&A, Healthcare Industry, Underwriting, Lean Thinking, Lean Management, Forecasting, Executive Management, Risk Management, Accounting, Financial Statements, Strategic Planning, Healthcare
Education
University of Nebraska-Lincoln 2012 — 2014
MBA, 3.88
University of Alabama 2003 — 2005
BS, Finance & Economics, 3.80
John C Calhoun State Community College 2001 — 2003
AS, Business
HealthTrust Purchasing Group April 2014 - Present
HealthTrust Purchasing Group January 2013 - April 2014
HealthTrust Purchasing Group June 2011 - January 2013
CapitalSource September 2007 - June 2011
Medical Properties Trust July 2005 - August 2007
Skills
Finance, Analysis, Financial Analysis, Financial Modeling, Strategic Financial..., Due Diligence, Corporate Finance, Process Improvement, Financial Planning, Business Strategy, Microsoft Excel, Accounts Receivable, Financial Reporting, Managerial Finance, Variance Analysis, Credit, Corporate FP&A, Healthcare Industry, Underwriting, Lean Thinking, Lean Management, Forecasting, Executive Management, Risk Management, Accounting, Financial Statements, Strategic Planning, Healthcare
Education
University of Nebraska-Lincoln 2012 — 2014
MBA, 3.88
University of Alabama 2003 — 2005
BS, Finance & Economics, 3.80
John C Calhoun State Community College 2001 — 2003
AS, Business
Ralph Damone's CapitalSource Experience January 2003 - January 2007
Job Sr. Tax Manager at Matthews, Carter and Boyce, P.C.
Industry Accounting
Experience
Matthews, Carter and Boyce, P.C. June 2013 - Present
SC&H Group October 2011 - May 2013
PBGH, LLP January 2007 - October 2011
CapitalSource January 2003 - January 2007
Symbol Technologies, Inc. (Now Motorola) July 1989 - December 2002
Skills
Tax, Income Tax, Tax Law, CPA, Auditing, Payroll Taxes, Property Tax, Accounting, Tax Research, State Tax, Corporate Tax, Partnership Taxation, SEC filings, Tax Accounting, Financial Analysis, ProSystem fx Tax, Sarbanes-Oxley Act, US GAAP, GAAP
Education
Ithaca College 1976 — 1979
Bachelor of Science, Accounting
Matthews, Carter and Boyce, P.C. June 2013 - Present
SC&H Group October 2011 - May 2013
PBGH, LLP January 2007 - October 2011
CapitalSource January 2003 - January 2007
Symbol Technologies, Inc. (Now Motorola) July 1989 - December 2002
Skills
Tax, Income Tax, Tax Law, CPA, Auditing, Payroll Taxes, Property Tax, Accounting, Tax Research, State Tax, Corporate Tax, Partnership Taxation, SEC filings, Tax Accounting, Financial Analysis, ProSystem fx Tax, Sarbanes-Oxley Act, US GAAP, GAAP
Education
Ithaca College 1976 — 1979
Bachelor of Science, Accounting
Meena Boveja Meena Boveja's CapitalSource Experience 2006 - August 2008
Job Senior Accountant at GE Capital, Healthcare Financial Services
Industry Financial Services
Experience
GE Capital - Healthcare Financial Services September 2008 - Present
CapitalSource 2006 - August 2008
Mooring Financial Corporation 2004 - 2006
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Accounting
Montgomery County Community College
GE Capital - Healthcare Financial Services September 2008 - Present
CapitalSource 2006 - August 2008
Mooring Financial Corporation 2004 - 2006
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
BS, Accounting
Montgomery County Community College
Kari Parker Kari Parker's CapitalSource Experience April 2013 - Present
Job VP Underwriting at CapitalSource
Industry Financial Services
Experience
CapitalSource April 2013 - Present
GE Capital April 2007 - April 2013
Stearns Bank 2007 - 2008
Home National Bank 2005 - 2007
First National Bank of Arizona 2000 - 2005
Skills
Credit, Loans, Underwriting, Portfolio Management, Commercial Lending, Risk Management, Financial Risk, Relationship Management, Asset Based Lending, Credit Analysis, Real Estate, Banking, Loan Origination
Education
University of Phoenix 2003 — 2005
Masters
The University of North Dakota 1994 — 1998
Bachelor of Science
THE Detroit Lakes senior high school
CapitalSource April 2013 - Present
GE Capital April 2007 - April 2013
Stearns Bank 2007 - 2008
Home National Bank 2005 - 2007
First National Bank of Arizona 2000 - 2005
Skills
Credit, Loans, Underwriting, Portfolio Management, Commercial Lending, Risk Management, Financial Risk, Relationship Management, Asset Based Lending, Credit Analysis, Real Estate, Banking, Loan Origination
Education
University of Phoenix 2003 — 2005
Masters
The University of North Dakota 1994 — 1998
Bachelor of Science
THE Detroit Lakes senior high school
Gary Himes Gary Himes's CapitalSource Experience 2000 - 2003
Job Hospitality Real Estate & Corporate Finance Investment Advisory Professional
Industry Real Estate
Experience
Marcus & Millichap Commercial Real Estate Investment Services February 2015 - Present
Naya Ventures January 2011 - Present
Flatirons Capital Advisors 2002 - Present
Venturi & Company October 2013 - October 2014
Resort Equities 2011 - 2014
BGS Pharmacy Partners 2007 - December 2010
Essilor of America, Inc. 2004 - 2007
CapitalSource 2000 - 2003
Colman, Furlong & Company 1995 - 2000
Skills
Real Estate, Mergers, Financial Analysis, Start-ups, Venture Capital, Forecasting, Private Equity, Mergers & Acquisitions, Business Development, Strategic Planning, Due Diligence, Valuation, Entrepreneurship, Investments, Financial Modeling, BigFix, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Masters in Business Administration, Finance & Entrepreneurial Studies
Cornell University School of Hotel Administration 2012 — 2013
Advanced Certification in Real Estate and Hotel Investment, Real Estate Investment and Asset Management
NYU
Advanced Certificate in Real Estate Development, Real Estate Development and Analysis
University of Colorado at Boulder 1981 — 1986
B.A. Economics
Marcus & Millichap Commercial Real Estate Investment Services February 2015 - Present
Naya Ventures January 2011 - Present
Flatirons Capital Advisors 2002 - Present
Venturi & Company October 2013 - October 2014
Resort Equities 2011 - 2014
BGS Pharmacy Partners 2007 - December 2010
Essilor of America, Inc. 2004 - 2007
CapitalSource 2000 - 2003
Colman, Furlong & Company 1995 - 2000
Skills
Real Estate, Mergers, Financial Analysis, Start-ups, Venture Capital, Forecasting, Private Equity, Mergers & Acquisitions, Business Development, Strategic Planning, Due Diligence, Valuation, Entrepreneurship, Investments, Financial Modeling, BigFix, Corporate Development
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Masters in Business Administration, Finance & Entrepreneurial Studies
Cornell University School of Hotel Administration 2012 — 2013
Advanced Certification in Real Estate and Hotel Investment, Real Estate Investment and Asset Management
NYU
Advanced Certificate in Real Estate Development, Real Estate Development and Analysis
University of Colorado at Boulder 1981 — 1986
B.A. Economics
David Kivitz David Kivitz's CapitalSource Experience 2005 - 2006
Job Principal at Alta Verde Group
Industry Real Estate
Experience
Alta Verde Group October 2007 - Present
Hamiton Lane Advisors September 2006 - August 2007
CapitalSource 2005 - 2006
Skills
Real Estate, Real Estate Development, Mergers & Acquisitions, Venture Capital, Real Estate Economics, Investments, Strategy, Disposition, Acquisitions, Finance, Joint Ventures, Valuation, Commercial Real Estate, Due Diligence, Private Equity, Asset Management, Financial Modeling
Education
The George Washington University 2001 — 2005
BBA, Finance
The George Washington University - School of Business 2001 — 2005
Alta Verde Group October 2007 - Present
Hamiton Lane Advisors September 2006 - August 2007
CapitalSource 2005 - 2006
Skills
Real Estate, Real Estate Development, Mergers & Acquisitions, Venture Capital, Real Estate Economics, Investments, Strategy, Disposition, Acquisitions, Finance, Joint Ventures, Valuation, Commercial Real Estate, Due Diligence, Private Equity, Asset Management, Financial Modeling
Education
The George Washington University 2001 — 2005
BBA, Finance
The George Washington University - School of Business 2001 — 2005
Steve Gilleland's CapitalSource Experience February 2003 - Present
Job Managing Director at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2003 - Present
Centennial Healthcare 1998 - 2002
Education
North Carolina State University 1983 — 1987
BS, Accounting and Finance
CapitalSource February 2003 - Present
Centennial Healthcare 1998 - 2002
Education
North Carolina State University 1983 — 1987
BS, Accounting and Finance
Keone Tagodoe Keone Tagodoe's CapitalSource Experience September 2015 - Present
Job Account executive at CapitalSource
Industry Banking
Experience
CapitalSource September 2015 - Present
Europ Assistance September 2014 - September 2015
Bank of America March 2013 - September 2014
Whole Foods Market January 2012 - January 2013
Montgomery College July 2008 - June 2011
Montgomery College September 2009 - December 2009
Skills
Access, Analysis, Customer Service, Finance, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Morgan State University 2011 — 2013
Bachelor, Finance
Montgomery College 2008 — 2011
Associate degree, international business
CapitalSource September 2015 - Present
Europ Assistance September 2014 - September 2015
Bank of America March 2013 - September 2014
Whole Foods Market January 2012 - January 2013
Montgomery College July 2008 - June 2011
Montgomery College September 2009 - December 2009
Skills
Access, Analysis, Customer Service, Finance, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Morgan State University 2011 — 2013
Bachelor, Finance
Montgomery College 2008 — 2011
Associate degree, international business
Andrew Koepke Andrew Koepke's CapitalSource Experience January 2015 - Present
Job Assistant Vice President at CapitalSource
Industry Banking
Experience
CapitalSource January 2015 - Present
CapitalSource June 2013 - January 2015
Stout Risius Ross (SRR) May 2012 - June 2013
Groupon October 2011 - May 2012
General Mills March 2010 - October 2011
Skills
Valuation, Enterprise Valuation, Sensitivity Analysis, Finance, M&A Modeling, Credit Analysis, Financial Modeling, Senior Capital, Structured Finance, Commercial Lending, Solar Energy, Industry Research, Due Diligence, Cash Flow Forecasting, Underwriting, Discounted Cash Flow, Renewable Energy, Loan Origination, Originations, Relationship Management, Commercial Banking, Capital Raising
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2009
Bachelors of Business Administration, Finance, Investment and Banking
CapitalSource January 2015 - Present
CapitalSource June 2013 - January 2015
Stout Risius Ross (SRR) May 2012 - June 2013
Groupon October 2011 - May 2012
General Mills March 2010 - October 2011
Skills
Valuation, Enterprise Valuation, Sensitivity Analysis, Finance, M&A Modeling, Credit Analysis, Financial Modeling, Senior Capital, Structured Finance, Commercial Lending, Solar Energy, Industry Research, Due Diligence, Cash Flow Forecasting, Underwriting, Discounted Cash Flow, Renewable Energy, Loan Origination, Originations, Relationship Management, Commercial Banking, Capital Raising
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2006 — 2009
Bachelors of Business Administration, Finance, Investment and Banking
Richard Jander Richard Jander's CapitalSource Experience 2003 - 2008
Job Managing Director at Maranon Capital, L.P.
Industry Venture Capital & Private Equity
Experience
Maranon Capital 2010 - Present
Maranon Capital 2008 - 2010
CapitalSource 2003 - 2008
PNC Business Credit 2002 - 2003
LaSalle Bank 1999 - 2002
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
Miami University 1984 — 1988
BSBA, Finance
Maranon Capital 2010 - Present
Maranon Capital 2008 - 2010
CapitalSource 2003 - 2008
PNC Business Credit 2002 - 2003
LaSalle Bank 1999 - 2002
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
Miami University 1984 — 1988
BSBA, Finance
Christina Michelena's CapitalSource Experience July 2009 - November 2010
Job Senior Financial Analyst at Open English
Industry E-Learning
Experience
Open English May 2014 - Present
Interval International January 2013 - May 2014
Citi November 2010 - August 2012
CapitalSource July 2009 - November 2010
FBR June 2008 - August 2008
TotalBank June 2007 - August 2007
Education
The George Washington University 2005 — 2009
BA, Economics
Ransom Everglades
Open English May 2014 - Present
Interval International January 2013 - May 2014
Citi November 2010 - August 2012
CapitalSource July 2009 - November 2010
FBR June 2008 - August 2008
TotalBank June 2007 - August 2007
Education
The George Washington University 2005 — 2009
BA, Economics
Ransom Everglades
Faith Wilson, CPA's CapitalSource Experience April 2014 - Present
Job Tax Senior at CapitalSource
Industry Accounting
Experience
CapitalSource April 2014 - Present
PwC November 2012 - March 2014
McGladrey August 2006 - November 2012
Skills
Corporate Tax, Income Tax, Tax, Accounting, Financial Reporting, US GAAP, Financial Accounting, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Research
Education
Towson University 2004 — 2006
Bachelor's degree, Accounting
Salisbury University 2002 — 2003
CapitalSource April 2014 - Present
PwC November 2012 - March 2014
McGladrey August 2006 - November 2012
Skills
Corporate Tax, Income Tax, Tax, Accounting, Financial Reporting, US GAAP, Financial Accounting, Partnership Taxation, Tax Accounting, Tax Preparation, Tax Research
Education
Towson University 2004 — 2006
Bachelor's degree, Accounting
Salisbury University 2002 — 2003
Meghan (Hochgesang) Premuda's CapitalSource Experience August 2005 - January 2009
Job owner/photographer at meghan hochgesang photography
Industry Photography
Experience
meghan hochgesang photography March 2010 - Present
MasterBrand Cabinets June 2010 - March 2013
Visit French Lick West Baden (Orange County CVB) May 2009 - June 2010
CapitalSource August 2005 - January 2009
Viewpoint Studios July 2004 - August 2004
Kimball International February 1999 - July 2001
Skills
Graphic Design, Portrait Photography, Wedding Photography, Image Manipulation, Photography, Pre-press, Microsoft Office, Lightroom, Scanners, Product Design, Software, Email Marketing, Research, Product Development, Adobe Creative Suite
Education
Indiana University Bloomington 2001 — 2005
BA, Double major-Studio Art (graphic design) & Art History
meghan hochgesang photography March 2010 - Present
MasterBrand Cabinets June 2010 - March 2013
Visit French Lick West Baden (Orange County CVB) May 2009 - June 2010
CapitalSource August 2005 - January 2009
Viewpoint Studios July 2004 - August 2004
Kimball International February 1999 - July 2001
Skills
Graphic Design, Portrait Photography, Wedding Photography, Image Manipulation, Photography, Pre-press, Microsoft Office, Lightroom, Scanners, Product Design, Software, Email Marketing, Research, Product Development, Adobe Creative Suite
Education
Indiana University Bloomington 2001 — 2005
BA, Double major-Studio Art (graphic design) & Art History
Cortney Ogonowski Cortney Ogonowski's CapitalSource Experience March 2014 - Present
Job Credit Analyst at CapitalSource
Industry Financial Services
Experience
CapitalSource March 2014 - Present
CapitalSource March 2013 - February 2014
CapitalSource February 2011 - February 2013
Freeport-McMoRan Copper & Gold Inc. June 2010 - July 2010
FTI Consulting June 2009 - August 2009
Skills
Financial Analysis, Credit, Credit Analysis, Underwriting, Loans, Microsoft Excel, Commercial Lending, Valuation, Portfolio Management, Salesforce.com, Banking, Financial Modeling, Asset Based Lending, Investments
Education
New Mexico State University 2006 — 2010
Bachelors of Business Administration, Finance
CapitalSource March 2014 - Present
CapitalSource March 2013 - February 2014
CapitalSource February 2011 - February 2013
Freeport-McMoRan Copper & Gold Inc. June 2010 - July 2010
FTI Consulting June 2009 - August 2009
Skills
Financial Analysis, Credit, Credit Analysis, Underwriting, Loans, Microsoft Excel, Commercial Lending, Valuation, Portfolio Management, Salesforce.com, Banking, Financial Modeling, Asset Based Lending, Investments
Education
New Mexico State University 2006 — 2010
Bachelors of Business Administration, Finance
Josh Mesner Josh Mesner's CapitalSource Experience August 2013 - May 2014
Job Real Estate Acquisitions at Invesco
Industry Real Estate
Experience
Invesco June 2014 - Present
CapitalSource August 2013 - May 2014
Strategic Investment Group August 2011 - July 2013
Jones Lang LaSalle May 2010 - August 2011
Sears Holdings Corporation Summer 2009 May 2009 - August 2009
Strategic Investment Group September 2006 - August 2008
Bond and Pecaro November 2004 - August 2006
CarMax Corporate Headquarters June 2003 - July 2004
Skills
Due Diligence, Investments, Cash Flow, Financial Accounting, Microsoft Excel
Education
University of Wisconsin-Madison 2008 — 2010
MBA, James A. Graaskamp Center for Real Estate
James Madison University 2000 — 2002
BBA, Finance
Invesco June 2014 - Present
CapitalSource August 2013 - May 2014
Strategic Investment Group August 2011 - July 2013
Jones Lang LaSalle May 2010 - August 2011
Sears Holdings Corporation Summer 2009 May 2009 - August 2009
Strategic Investment Group September 2006 - August 2008
Bond and Pecaro November 2004 - August 2006
CarMax Corporate Headquarters June 2003 - July 2004
Skills
Due Diligence, Investments, Cash Flow, Financial Accounting, Microsoft Excel
Education
University of Wisconsin-Madison 2008 — 2010
MBA, James A. Graaskamp Center for Real Estate
James Madison University 2000 — 2002
BBA, Finance
John Todd's CapitalSource Experience January 2005 - January 2010
Job Providing companies with asset based loans and commercial real estate loans nationally.
Industry Banking
Experience
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Scott Lisman Scott Lisman's CapitalSource Experience February 2014 - Present
Job Director at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2014 - Present
CapitalSource September 2002 - February 2014
CapitalSource 2002 - 2008
Fremont Investment and Loan January 2001 - September 2002
Real Estate Research Corporation October 1997 - January 2001
Ruesch International December 1994 - May 1996
Skills
Asset Management, Asset Managment, Capital Markets, Commercial Lending, Credit, Credit Analysis, Due Diligence, Financial Analysis, Financial Modeling, Investments, Loans, Portfolio Management, Private Equity, Real Estate, Real Estate Economics, Underwriting, Valuation
Education
The George Washington University - School of Business 1995 — 1997
MBA, Real Estate & Urban Development
The George Washington University 1988 — 1992
The George Washington University - School of Business 1988 — 1992
BBA, Human Resources
CapitalSource February 2014 - Present
CapitalSource September 2002 - February 2014
CapitalSource 2002 - 2008
Fremont Investment and Loan January 2001 - September 2002
Real Estate Research Corporation October 1997 - January 2001
Ruesch International December 1994 - May 1996
Skills
Asset Management, Asset Managment, Capital Markets, Commercial Lending, Credit, Credit Analysis, Due Diligence, Financial Analysis, Financial Modeling, Investments, Loans, Portfolio Management, Private Equity, Real Estate, Real Estate Economics, Underwriting, Valuation
Education
The George Washington University - School of Business 1995 — 1997
MBA, Real Estate & Urban Development
The George Washington University 1988 — 1992
The George Washington University - School of Business 1988 — 1992
BBA, Human Resources
David Fieramusca David Fieramusca's CapitalSource Experience February 2003 - October 2011
Job Commercial Underwriter at Capital One
Industry Financial Services
Experience
Capital One November 2011 - Present
CapitalSource February 2003 - October 2011
Deloitte January 1999 - January 2003
Lumsden & McCormick, LLP June 1996 - December 1998
Skills
Credit Analysis, Financial Reporting, Auditing, Banking, Credit, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Loans, Risk Management
Education
State University of New York College at Buffalo 1991 — 1996
BS, Accounting, Finance
Capital One November 2011 - Present
CapitalSource February 2003 - October 2011
Deloitte January 1999 - January 2003
Lumsden & McCormick, LLP June 1996 - December 1998
Skills
Credit Analysis, Financial Reporting, Auditing, Banking, Credit, Credit Risk, Financial Analysis, Financial Modeling, Financial Risk, Loans, Risk Management
Education
State University of New York College at Buffalo 1991 — 1996
BS, Accounting, Finance
Eric Filipovitz Eric Filipovitz's CapitalSource Experience June 2007 - September 2010
Job Senior Data Analyst at Vertical Knowledge LLC
Industry Financial Services
Experience
Vertical Knowledge LLC March 2014 - Present
National Interstate Insurance Company September 2012 - March 2014
Shannon Capital Management September 2010 - July 2012
CapitalSource June 2007 - September 2010
FTN Midwest Securities January 2002 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance & Investments
Miami University 1997 — 2001
B.S., Finance
Vertical Knowledge LLC March 2014 - Present
National Interstate Insurance Company September 2012 - March 2014
Shannon Capital Management September 2010 - July 2012
CapitalSource June 2007 - September 2010
FTN Midwest Securities January 2002 - June 2005
Education
University of Notre Dame - Mendoza College of Business 2005 — 2007
MBA, Finance & Investments
Miami University 1997 — 2001
B.S., Finance
Lou Port, CPA Lou Port, CPA's CapitalSource Experience June 2010 - April 2012
Job
Industry Insurance
Experience
Health Insurance Innovations March 2013 - Present
PulteGroup May 2012 - March 2013
CapitalSource June 2010 - April 2012
The Siegfried Group, LLP April 2006 - June 2010
MicroStrategy Inc September 2002 - March 2006
The Fairchild Corporation July 2001 - September 2002
Arthur Andersen LLP September 1999 - June 2001
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Consolidation, Finance, CPA, Management, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Leadership, XBRL, Banking, Hyperion Enterprise, GAAP, Revenue Recognition, Sarbanes-Oxley, Microsoft Excel, Microstrategy, Internal Audit, Managerial Finance, General Ledger, Financial Analysis, SEC reporting, Foreign Exchange, Collaboration, Software
Education
Penn State University 1995 — 1999
BS with Distinction, Accounting
Health Insurance Innovations March 2013 - Present
PulteGroup May 2012 - March 2013
CapitalSource June 2010 - April 2012
The Siegfried Group, LLP April 2006 - June 2010
MicroStrategy Inc September 2002 - March 2006
The Fairchild Corporation July 2001 - September 2002
Arthur Andersen LLP September 1999 - June 2001
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Consolidation, Finance, CPA, Management, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Leadership, XBRL, Banking, Hyperion Enterprise, GAAP, Revenue Recognition, Sarbanes-Oxley, Microsoft Excel, Microstrategy, Internal Audit, Managerial Finance, General Ledger, Financial Analysis, SEC reporting, Foreign Exchange, Collaboration, Software
Education
Penn State University 1995 — 1999
BS with Distinction, Accounting
Maureen Carr Maureen Carr's CapitalSource Experience October 2011 - Present
Job Managing Director at CapitalSource
Industry Financial Services
Experience
CapitalSource October 2011 - Present
CapitalSource February 2010 - October 2011
Tygris Commercial Finance June 2008 - February 2010
Royal Bank of Scotland July 2002 - June 2008
Heller Financial June 1997 - June 2002
Education
Marquette University 1991 — 1995
CapitalSource October 2011 - Present
CapitalSource February 2010 - October 2011
Tygris Commercial Finance June 2008 - February 2010
Royal Bank of Scotland July 2002 - June 2008
Heller Financial June 1997 - June 2002
Education
Marquette University 1991 — 1995
Esther Smith Esther Smith's CapitalSource Experience March 2014 - Present
Job Tax Accountant II at CapitalSource
Industry Accounting
Experience
CapitalSource March 2014 - Present
Benjamin D Foulois Creative & Performing Arts Academy September 2009 - Present
Altegrity March 2010 - February 2014
Washington Gas August 2004 - September 2009
Metrocall, Inc. (now USA MOBILITY) January 2001 - August 2004
KPMG November 1998 - June 2000
Deloitte September 1997 - November 1998
General Electric January 1996 - August 1997
Skills
Accounting, PeopleSoft, Account Reconciliation, Payroll, Forecasting, Budgets, Microsoft Excel, Lotus Notes, Financial Planners, Spreadsheets, Research, Database Administration, Finance, Outlook, Customer Service, Auditing, Training, Employee Benefits, Human Resources
Education
Siena College 1991 — 1993
BS, Finance
Hudson Valley Community College 1989 — 1991
AS, Finance
CapitalSource March 2014 - Present
Benjamin D Foulois Creative & Performing Arts Academy September 2009 - Present
Altegrity March 2010 - February 2014
Washington Gas August 2004 - September 2009
Metrocall, Inc. (now USA MOBILITY) January 2001 - August 2004
KPMG November 1998 - June 2000
Deloitte September 1997 - November 1998
General Electric January 1996 - August 1997
Skills
Accounting, PeopleSoft, Account Reconciliation, Payroll, Forecasting, Budgets, Microsoft Excel, Lotus Notes, Financial Planners, Spreadsheets, Research, Database Administration, Finance, Outlook, Customer Service, Auditing, Training, Employee Benefits, Human Resources
Education
Siena College 1991 — 1993
BS, Finance
Hudson Valley Community College 1989 — 1991
AS, Finance
Charles J. Wyrwa III Charles J. Wyrwa III's CapitalSource Experience September 2003 - February 2007
Job Senior Vice President/Santander US
Industry Banking
Experience
Santander US September 2013 - Present
First Niagara Commercial Finance January 2010 - August 2013
Greystone Business Credit II May 2007 - February 2009
CapitalSource September 2003 - February 2007
Wachovia Capital Finance April 2002 - September 2003
Heller Financial/GE Capital July 2000 - April 2002
Fleet Capital/Shawmut Capital/Barclays Business Credit August 1985 - July 2000
Heller Financial March 1982 - August 1985
Gordon Harrington & Osborn, CPAs February 1980 - February 1982
Town of Harrison, Harrison N.J. July 1978 - December 1979
Skills
Loan Origination, Negotiation, Analysis, Factoring, Healthcare, Commercial Lending, Team Leadership, Strategic Planning, Crisis Communications, Management, Crisis Intervention, Leadership Development, Crisis Management, Business Writing, Asset Based Lending, New Business Development, Due Diligence, Financial Analysis, Cash Flow, Credit, Cash Management, Financial Risk, Investments, Loans, Structured Finance, Funding, Cash Flow Lending, Middle Market, Credit Analysis, Financial Structuring, Small Business Lending, Commercial Banking, Leveraged Finance
Education
Merrimack College 1974 — 1978
Bachelors, Accounting
Santander US September 2013 - Present
First Niagara Commercial Finance January 2010 - August 2013
Greystone Business Credit II May 2007 - February 2009
CapitalSource September 2003 - February 2007
Wachovia Capital Finance April 2002 - September 2003
Heller Financial/GE Capital July 2000 - April 2002
Fleet Capital/Shawmut Capital/Barclays Business Credit August 1985 - July 2000
Heller Financial March 1982 - August 1985
Gordon Harrington & Osborn, CPAs February 1980 - February 1982
Town of Harrison, Harrison N.J. July 1978 - December 1979
Skills
Loan Origination, Negotiation, Analysis, Factoring, Healthcare, Commercial Lending, Team Leadership, Strategic Planning, Crisis Communications, Management, Crisis Intervention, Leadership Development, Crisis Management, Business Writing, Asset Based Lending, New Business Development, Due Diligence, Financial Analysis, Cash Flow, Credit, Cash Management, Financial Risk, Investments, Loans, Structured Finance, Funding, Cash Flow Lending, Middle Market, Credit Analysis, Financial Structuring, Small Business Lending, Commercial Banking, Leveraged Finance
Education
Merrimack College 1974 — 1978
Bachelors, Accounting
Andy Markel Andy Markel's CapitalSource Experience August 2005 - April 2007
Job Manager of Business Intelligence and Clinical Documentation Improvement at MedStar Washington Hospital Center
Industry Hospital & Health Care
Experience
MedStar Washington Hospital Center July 2015 - Present
MedStar Washington Hospital Center February 2014 - July 2015
MedStar Washington Hospital Center May 2011 - February 2014
American Capital April 2007 - May 2011
CapitalSource August 2005 - April 2007
GE Capital May 2002 - August 2005
Skills
Financial Analysis, Healthcare, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Process Improvement, Valuation, Mergers, Due Diligence, Forecasting, Finance, Strategic Planning, Budgets, Analysis, Risk Management, Portfolio Management, Management, Access, Business Strategy, Training
Education
The George Washington University - School of Business 2008 — 2010
Masters, Accountancy
University of Maryland Baltimore County 1998 — 2002
BS, Financial Econmics
MedStar Washington Hospital Center July 2015 - Present
MedStar Washington Hospital Center February 2014 - July 2015
MedStar Washington Hospital Center May 2011 - February 2014
American Capital April 2007 - May 2011
CapitalSource August 2005 - April 2007
GE Capital May 2002 - August 2005
Skills
Financial Analysis, Healthcare, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Process Improvement, Valuation, Mergers, Due Diligence, Forecasting, Finance, Strategic Planning, Budgets, Analysis, Risk Management, Portfolio Management, Management, Access, Business Strategy, Training
Education
The George Washington University - School of Business 2008 — 2010
Masters, Accountancy
University of Maryland Baltimore County 1998 — 2002
BS, Financial Econmics
Jerry Jensen Jerry Jensen's CapitalSource Experience July 2003 - April 2013
Job SVP, Sr Underwriter at Regions Business Capital
Industry Financial Services
Experience
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
Rachael Marr's CapitalSource Experience January 2009 - May 2010
Job Graphic Designer
Industry Graphic Design
Experience
The National Trust for Historic Preservation January 2013 - Present
Smithsonian Institution Arctic Studies Center June 2012 - December 2012
Creative Commune April 2012 - June 2012
CapitalSource January 2009 - May 2010
Skills
Photoshop, Adobe Creative Suite, Illustrator, InDesign, Teaching, Dreamweaver, Graphic Design, Photography, PowerPoint, Microsoft Word, Advertising, Microsoft Excel, Editing, Microsoft Office, Flash
Education
Illinois Institute of Art 2010 — 2012
Bachelor's degree, Graphic Design
University of Maryland College Park 2003 — 2007
Bachelor's degree, Japanese Language and Literature
The National Trust for Historic Preservation January 2013 - Present
Smithsonian Institution Arctic Studies Center June 2012 - December 2012
Creative Commune April 2012 - June 2012
CapitalSource January 2009 - May 2010
Skills
Photoshop, Adobe Creative Suite, Illustrator, InDesign, Teaching, Dreamweaver, Graphic Design, Photography, PowerPoint, Microsoft Word, Advertising, Microsoft Excel, Editing, Microsoft Office, Flash
Education
Illinois Institute of Art 2010 — 2012
Bachelor's degree, Graphic Design
University of Maryland College Park 2003 — 2007
Bachelor's degree, Japanese Language and Literature
Amy Heller Amy Heller's CapitalSource Experience July 2011 - May 2013
Job SVP, Healthcare Lending at Congressional Bank
Industry Financial Services
Experience
Congressional Bank June 2013 - Present
CapitalSource July 2011 - May 2013
CapitalSource Finance, LLC 2001 - July 2011
Heller Financial 1999 - 2001
HealthCare Financial Partners 1995 - 1999
Skills
Due Diligence, Valuation, Asset Based Lending, Private Equity, Financial Modeling, Credit, Finance, Loans, Credit Analysis, Banking, Executive Management, Restructuring, Structured Finance, Capital Markets, Financial Structuring, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The George Washington University - School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Congressional Bank June 2013 - Present
CapitalSource July 2011 - May 2013
CapitalSource Finance, LLC 2001 - July 2011
Heller Financial 1999 - 2001
HealthCare Financial Partners 1995 - 1999
Skills
Due Diligence, Valuation, Asset Based Lending, Private Equity, Financial Modeling, Credit, Finance, Loans, Credit Analysis, Banking, Executive Management, Restructuring, Structured Finance, Capital Markets, Financial Structuring, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The George Washington University - School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Shaun Murphy Shaun Murphy's CapitalSource Experience October 2005 - July 2011
Job Sr. Executive Vice President/Chief Credit & Risk Officer at City First Bank of DC
Industry Banking
Experience
City First Bank of DC April 2015 - Present
Hovde Private Equity Advisors LLC August 2011 - Present
H Bancorp LLC June 2014 - April 2015
Carrollton Bancorp April 2013 - October 2013
Bay Bank, FSB April 2012 - October 2013
Jefferson Bancorp, Inc. April 2012 - October 2013
CapitalSource October 2005 - July 2011
CapitalSource Bank October 2005 - July 2011
PNC Financial Services Group February 2003 - September 2005
PNC Financial Services Group February 2003 - September 2005
Skills
Banking, Board Level, Bank Relationship..., Commercial Banking, Regulatory Risk, Credit Risk, Credit Review, Regulatory Affairs, Critical Thinking, Management Consulting, Team Leadership, Team Building, Banking Relationships, Customer Acquisition, Financial Analysis, Commercial Lending, Loan Origination, Loan Structuring, Underwriting, Governance, Financial Regulation, Credit Portfolio..., Loan Servicing, Creative Problem Solving, Acquisition Integration, Risk Assessment, Risk Management, Risk Analysis, Enterprise Risk..., Contract Negotiation, Change Leadership, Creditors' Rights, Strategic Planning, Turnaround Specialist, Work Under Pressure, Equity Valuation, Private Equity, Valuation, Asset Pricing, Policy, Policy Writing, Securitization, Credit, Financial Structuring, Portfolio Management, Change Management, Capital Markets, Asset Management, Credit Analysis, Asset Based Lending
Education
The London School of Economics and Political Science (LSE) 1983 — 1984
MSc, Economics/Industrial Relations
Villanova University 1979 — 1983
BSBA, Finance
City First Bank of DC April 2015 - Present
Hovde Private Equity Advisors LLC August 2011 - Present
H Bancorp LLC June 2014 - April 2015
Carrollton Bancorp April 2013 - October 2013
Bay Bank, FSB April 2012 - October 2013
Jefferson Bancorp, Inc. April 2012 - October 2013
CapitalSource October 2005 - July 2011
CapitalSource Bank October 2005 - July 2011
PNC Financial Services Group February 2003 - September 2005
PNC Financial Services Group February 2003 - September 2005
Skills
Banking, Board Level, Bank Relationship..., Commercial Banking, Regulatory Risk, Credit Risk, Credit Review, Regulatory Affairs, Critical Thinking, Management Consulting, Team Leadership, Team Building, Banking Relationships, Customer Acquisition, Financial Analysis, Commercial Lending, Loan Origination, Loan Structuring, Underwriting, Governance, Financial Regulation, Credit Portfolio..., Loan Servicing, Creative Problem Solving, Acquisition Integration, Risk Assessment, Risk Management, Risk Analysis, Enterprise Risk..., Contract Negotiation, Change Leadership, Creditors' Rights, Strategic Planning, Turnaround Specialist, Work Under Pressure, Equity Valuation, Private Equity, Valuation, Asset Pricing, Policy, Policy Writing, Securitization, Credit, Financial Structuring, Portfolio Management, Change Management, Capital Markets, Asset Management, Credit Analysis, Asset Based Lending
Education
The London School of Economics and Political Science (LSE) 1983 — 1984
MSc, Economics/Industrial Relations
Villanova University 1979 — 1983
BSBA, Finance
Gus Segreto's CapitalSource Experience February 2015 - Present
Job Senior Associate Real Estate Group at CapitalSource
Industry Commercial Real Estate
Experience
CapitalSource February 2015 - Present
CapitalSource July 2013 - January 2015
Arbor Realty Trust, Inc. February 2013 - July 2013
Arbor Realty Trust, Inc. February 2011 - February 2013
Bishop Beale Realty March 2010 - May 2010
Crummer Graduate School of Business August 2009 - May 2010
Canin Associates August 2009 - December 2009
Harkins Development May 2009 - September 2009
Skills
Real Estate Economics, Valuation, Financial Modeling, Financial Analysis, CMBS, Structured Finance, Due Diligence, Real Estate, Credit Analysis, Underwriting, Commercial Real Estate, Equities, DCF, Loans, Finance, Real Estate Development, Credit, Financial Structuring
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance
Rollins College 2004 — 2008
B.A, Economics, Music
CapitalSource February 2015 - Present
CapitalSource July 2013 - January 2015
Arbor Realty Trust, Inc. February 2013 - July 2013
Arbor Realty Trust, Inc. February 2011 - February 2013
Bishop Beale Realty March 2010 - May 2010
Crummer Graduate School of Business August 2009 - May 2010
Canin Associates August 2009 - December 2009
Harkins Development May 2009 - September 2009
Skills
Real Estate Economics, Valuation, Financial Modeling, Financial Analysis, CMBS, Structured Finance, Due Diligence, Real Estate, Credit Analysis, Underwriting, Commercial Real Estate, Equities, DCF, Loans, Finance, Real Estate Development, Credit, Financial Structuring
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Finance
Rollins College 2004 — 2008
B.A, Economics, Music
Brooke Donato, CPA Brooke Donato, CPA's CapitalSource Experience May 2007 - June 2010
Job Independent Accounting and Finance Professional
Industry Financial Services
Experience
Self Employed Financial Professional July 2010 - Present
Tandberg Data 2014 - 2014
Level 3 Communications 2012 - 2012
CapitalSource May 2007 - June 2010
Fannie Mae May 2006 - June 2007
Howard Hughes Medical Institute November 2001 - May 2006
World Bank July 1999 - January 2001
KPMG Peat Marwick September 1995 - 1998
Skills
Financial Analysis, Corporate Finance, Accounting, Portfolio Management, Auditing, Finance, Consolidation, Financial Services, Investments, Financial Statements, Financial Reporting, Tax, Asset Management, General Ledger, Risk Management, Analysis, Business Planning, Internal Controls, Financial Modeling, Internal Audit, Strategic Financial..., SEC filings, GAAP, Sarbanes-Oxley Act, Variance Analysis, Corporate Tax, US GAAP, Enterprise Risk..., Managerial Finance, CPA, Financial Audits, Mergers & Acquisitions, Financial Accounting, Forecasting, Analytics, Valuation, Management, Financial Risk, Cash Management, Revenue Recognition, Due Diligence, Executive Management, PeopleSoft, Private Equity, SEC Filings, Financial Planning
Education
Lehigh University
Bachelor of Science (B.S.), Accounting
Self Employed Financial Professional July 2010 - Present
Tandberg Data 2014 - 2014
Level 3 Communications 2012 - 2012
CapitalSource May 2007 - June 2010
Fannie Mae May 2006 - June 2007
Howard Hughes Medical Institute November 2001 - May 2006
World Bank July 1999 - January 2001
KPMG Peat Marwick September 1995 - 1998
Skills
Financial Analysis, Corporate Finance, Accounting, Portfolio Management, Auditing, Finance, Consolidation, Financial Services, Investments, Financial Statements, Financial Reporting, Tax, Asset Management, General Ledger, Risk Management, Analysis, Business Planning, Internal Controls, Financial Modeling, Internal Audit, Strategic Financial..., SEC filings, GAAP, Sarbanes-Oxley Act, Variance Analysis, Corporate Tax, US GAAP, Enterprise Risk..., Managerial Finance, CPA, Financial Audits, Mergers & Acquisitions, Financial Accounting, Forecasting, Analytics, Valuation, Management, Financial Risk, Cash Management, Revenue Recognition, Due Diligence, Executive Management, PeopleSoft, Private Equity, SEC Filings, Financial Planning
Education
Lehigh University
Bachelor of Science (B.S.), Accounting
Jared Gold Jared Gold's CapitalSource Experience June 2015 - August 2015
Job Accounting Intern at BGR Group
Industry Accounting
Experience
BGR Group September 2015 - Present
CapitalSource June 2015 - August 2015
Saffren & Weinberg May 2014 - August 2014
Southampton Summer Day Camp May 2012 - August 2012
Skills
Analysis, Microsoft Word, Public Speaking, Research, Microsoft Excel, PowerPoint, SAS Programming, Social Media, Microsoft Office, Leadership, Event Planning, Social Networking, Teamwork, Facebook, English
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Accountancy, Accounting, Senior
Council Rock High School- South 2007 — 2011
BGR Group September 2015 - Present
CapitalSource June 2015 - August 2015
Saffren & Weinberg May 2014 - August 2014
Southampton Summer Day Camp May 2012 - August 2012
Skills
Analysis, Microsoft Word, Public Speaking, Research, Microsoft Excel, PowerPoint, SAS Programming, Social Media, Microsoft Office, Leadership, Event Planning, Social Networking, Teamwork, Facebook, English
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Accountancy, Accounting, Senior
Council Rock High School- South 2007 — 2011
Bianca Romo's CapitalSource Experience May 2013 - July 2015
Job Industry Analyst at AMT The Association For Manufacturing Technology
Industry Nonprofit Organization Management
Experience
AMT - The Association For Manufacturing Technology August 2015 - Present
CapitalSource May 2013 - July 2015
Mauricio's Pizzeria July 2011 - April 2013
Handwork Corporation January 2008 - September 2011
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, QuickBooks, Financial Modeling, Customer Service, Portfolio Management, Accounts Receivable, Valuation, Business Analysis, SQL, Analytics, Market Analysis, Project Management, Microsoft Office, Accounts Payable, Client Billing, PowerPoint, ADP Payroll, Commercial Banking, Asset Based Lending, CAM, Research, Investments, Asset Based Finance, Management, Microsoft Word, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor, Finance and Economics
Indiana University-Purdue University at Indianapolis 2007 — 2012
Bachelor's degree, Finance, General
AMT - The Association For Manufacturing Technology August 2015 - Present
CapitalSource May 2013 - July 2015
Mauricio's Pizzeria July 2011 - April 2013
Handwork Corporation January 2008 - September 2011
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, QuickBooks, Financial Modeling, Customer Service, Portfolio Management, Accounts Receivable, Valuation, Business Analysis, SQL, Analytics, Market Analysis, Project Management, Microsoft Office, Accounts Payable, Client Billing, PowerPoint, ADP Payroll, Commercial Banking, Asset Based Lending, CAM, Research, Investments, Asset Based Finance, Management, Microsoft Word, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2012
Bachelor, Finance and Economics
Indiana University-Purdue University at Indianapolis 2007 — 2012
Bachelor's degree, Finance, General
Rohun Khanna Rohun Khanna's CapitalSource Experience March 2013 - June 2015
Job Associate at DelShah Capital, LLC
Industry Financial Services
Experience
DelShah Capital, LLC July 2015 - Present
CapitalSource March 2013 - June 2015
CapitalSource July 2011 - March 2013
CapitalSource June 2010 - August 2010
UBS Financial Services, Inc. October 2009 - May 2010
The White House August 2008 - December 2008
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Equities, Portfolio Management, Asset Managment, Investments, Due Diligence, Finance, Analysis
Education
The George Washington University - School of Business 2007 — 2011
Bachelor's degree, Finance, General
DelShah Capital, LLC July 2015 - Present
CapitalSource March 2013 - June 2015
CapitalSource July 2011 - March 2013
CapitalSource June 2010 - August 2010
UBS Financial Services, Inc. October 2009 - May 2010
The White House August 2008 - December 2008
Skills
Financial Modeling, Valuation, Capital Markets, Financial Analysis, Equities, Portfolio Management, Asset Managment, Investments, Due Diligence, Finance, Analysis
Education
The George Washington University - School of Business 2007 — 2011
Bachelor's degree, Finance, General
Sima Parsa, MBA's CapitalSource Experience May 2011 - April 2014
Job Global Corporate Real Estate/Facilities, Procurement & Administrative Services
Industry Banking
Experience
Banc of California August 2014 - Present
CapitalSource May 2011 - April 2014
Global Printing/Thinking, Inc. November 2008 - July 2009
MicroStrategy September 2005 - June 2008
Software AG June 1999 - September 2005
Skills
Business Process..., Budgets, Cross-functional Team..., Contract Negotiation, Management, Project Planning, Human Resources, Leadership, Program Management, Strategic Planning, Personnel Management, Negotiation, Strategy, Analysis, Training, Business Strategy, Project Management, Procurement, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Integration, Process Improvement, Vendor Management, Policy, Management Consulting, Business Development, Pricing, Start-ups
Education
Marymount University 2002 — 2005
MBA, Business Management
Banc of California August 2014 - Present
CapitalSource May 2011 - April 2014
Global Printing/Thinking, Inc. November 2008 - July 2009
MicroStrategy September 2005 - June 2008
Software AG June 1999 - September 2005
Skills
Business Process..., Budgets, Cross-functional Team..., Contract Negotiation, Management, Project Planning, Human Resources, Leadership, Program Management, Strategic Planning, Personnel Management, Negotiation, Strategy, Analysis, Training, Business Strategy, Project Management, Procurement, Financial Analysis, Finance, Mergers & Acquisitions, Executive Management, Integration, Process Improvement, Vendor Management, Policy, Management Consulting, Business Development, Pricing, Start-ups
Education
Marymount University 2002 — 2005
MBA, Business Management
Maria Cabanilla's CapitalSource Experience May 2007 - June 2012
Job Treasury Operations at MicroStrategy Inc
Industry Computer Software
Experience
MicroStrategy June 2012 - Present
CapitalSource May 2007 - June 2012
Promontory Interfinancial Network, LLC October 2005 - April 2007
Freddie Mac November 2003 - October 2005
UBS 2002 - 2002
Skills
Capital Markets, Treasury, Derivatives, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Lean Six Sigma Green..., Finance, Fixed Income, Investments, Analysis, Internal Controls, Due Diligence, Management, Banking, Financial Risk, Forecasting, Corporate Finance, Valuation, Accounting
Education
The University of Chicago Booth School of Business 2001 — 2003
International MBA
MicroStrategy June 2012 - Present
CapitalSource May 2007 - June 2012
Promontory Interfinancial Network, LLC October 2005 - April 2007
Freddie Mac November 2003 - October 2005
UBS 2002 - 2002
Skills
Capital Markets, Treasury, Derivatives, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Lean Six Sigma Green..., Finance, Fixed Income, Investments, Analysis, Internal Controls, Due Diligence, Management, Banking, Financial Risk, Forecasting, Corporate Finance, Valuation, Accounting
Education
The University of Chicago Booth School of Business 2001 — 2003
International MBA
Michael Campagna's CapitalSource Experience 2001 - 2004
Job M&A | Corporate Development
Industry Higher Education
Experience
The Scotts Miracle-Gro Company 2007 - 2012
CapitalSource 2001 - 2004
Nassau Capital (private equity affiliate of Princeton University) 1997 - 1999
Deutsche Bank January 1996 - August 1997
First Annapolis Consulting, Inc. 1995 - 1996
Skills
Mergers, Due Diligence, Financial Modeling, Investment Banking, LBO, Carve-outs, Acquisition Integration, Venture Capital, Private Equity, Leveraged Finance, Divestitures, Mezzanine, Deal Sourcing, Corporate Finance, Strategy, Financial Analysis, Cross-functional Team..., Corporate Development, Valuation, Competitive Analysis, Growth Capital, Financial Structuring, Alternative Investments, Market Analysis, Liquidation, Joint development, Management Consulting, Mergers & Acquisitions, Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA
University of Notre Dame
Bachelor of Business Administration (BBA)
The Scotts Miracle-Gro Company 2007 - 2012
CapitalSource 2001 - 2004
Nassau Capital (private equity affiliate of Princeton University) 1997 - 1999
Deutsche Bank January 1996 - August 1997
First Annapolis Consulting, Inc. 1995 - 1996
Skills
Mergers, Due Diligence, Financial Modeling, Investment Banking, LBO, Carve-outs, Acquisition Integration, Venture Capital, Private Equity, Leveraged Finance, Divestitures, Mezzanine, Deal Sourcing, Corporate Finance, Strategy, Financial Analysis, Cross-functional Team..., Corporate Development, Valuation, Competitive Analysis, Growth Capital, Financial Structuring, Alternative Investments, Market Analysis, Liquidation, Joint development, Management Consulting, Mergers & Acquisitions, Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA
University of Notre Dame
Bachelor of Business Administration (BBA)
Giada Pudelka's CapitalSource Experience 2005 - 2006
Job Office Manager/Executive Search Adminstrator at Rich Talent Group
Industry Staffing and Recruiting
Experience
Rich Talent Group May 2014 - Present
Russell Reynolds Associates 2013 - March 2014
Russell Reynolds Associates 2008 - 2012
Russell Reynolds Associates 2006 - 2008
CapitalSource 2005 - 2006
DFS Galleria 1999 - 2004
Prada 1997 - 1999
Skills
Talent Acquisition, Talent Management, Recruiting, Executive Search, Sourcing, Organizational..., Management, Strategy, Retail, Business Development, Start-ups, Technical Recruiting, Training, Vendor Management, Market Research, Management Consulting, Team Building
Education
State University of New York College at Purchase
Bachelor's Degree, English Literature
Rich Talent Group May 2014 - Present
Russell Reynolds Associates 2013 - March 2014
Russell Reynolds Associates 2008 - 2012
Russell Reynolds Associates 2006 - 2008
CapitalSource 2005 - 2006
DFS Galleria 1999 - 2004
Prada 1997 - 1999
Skills
Talent Acquisition, Talent Management, Recruiting, Executive Search, Sourcing, Organizational..., Management, Strategy, Retail, Business Development, Start-ups, Technical Recruiting, Training, Vendor Management, Market Research, Management Consulting, Team Building
Education
State University of New York College at Purchase
Bachelor's Degree, English Literature
Cara Andersen, CPA's CapitalSource Experience 2007 - 2008
Job Lead Financial Analyst, Merchandise Finance at Target
Industry Retail
Experience
Target Corpoation August 2015 - Present
Target March 2014 - August 2015
Target January 2013 - March 2014
HealthScape Advisors LLC 2011 - 2012
Bridge Associates LLC 2009 - 2010
CapitalSource 2007 - 2008
PricewaterhouseCoopers 2004 - 2007
Skills
Accounting, Financial Analysis, Corporate Finance, Financial Modeling, Financial Reporting, Strategic Planning, Business Strategy, Mergers, Due Diligence, Valuation, Project Management, Project Planning, Acquisition Integration, Cash Flow Forecasting, Cash Flow Lending, Cash Flow Reporting, M&A experience, Distressed M&A, M&A support, Contract Negotiation, Divestitures, Leveraged Finance, Mergers & Acquisitions, Business Valuation, SEC filings, Finance, SEC Filings
Education
Miami University 2000 — 2004
BS and MAcc, Accounting, Spanish
Hinsdale Central 1996 — 2000
Target Corpoation August 2015 - Present
Target March 2014 - August 2015
Target January 2013 - March 2014
HealthScape Advisors LLC 2011 - 2012
Bridge Associates LLC 2009 - 2010
CapitalSource 2007 - 2008
PricewaterhouseCoopers 2004 - 2007
Skills
Accounting, Financial Analysis, Corporate Finance, Financial Modeling, Financial Reporting, Strategic Planning, Business Strategy, Mergers, Due Diligence, Valuation, Project Management, Project Planning, Acquisition Integration, Cash Flow Forecasting, Cash Flow Lending, Cash Flow Reporting, M&A experience, Distressed M&A, M&A support, Contract Negotiation, Divestitures, Leveraged Finance, Mergers & Acquisitions, Business Valuation, SEC filings, Finance, SEC Filings
Education
Miami University 2000 — 2004
BS and MAcc, Accounting, Spanish
Hinsdale Central 1996 — 2000
Andrew Cohen, CFA's CapitalSource Experience 2006 - 2009
Job Vice President High Yield Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price 2010 - Present
CapitalSource 2006 - 2009
BMO Capital Markets 2004 - 2006
Merrill Lynch 2002 - 2004
Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship
Indiana University - Kelley School of Business
B.S., Finance. Accounting
Chartered Financial Analyst (CFA)
T. Rowe Price 2010 - Present
CapitalSource 2006 - 2009
BMO Capital Markets 2004 - 2006
Merrill Lynch 2002 - 2004
Education
The University of Chicago - Booth School of Business
M.B.A., Finance, Economics, Entrepreneurship
Indiana University - Kelley School of Business
B.S., Finance. Accounting
Chartered Financial Analyst (CFA)
Anthony Sae-Chua's CapitalSource Experience February 2011 - February 2012
Job Systems Administrator at Sealing Technologies, Inc.
Industry Information Technology and Services
Experience
Sealing Technologies, Inc. April 2014 - Present
Boies, Schiller & Flexner LLP February 2012 - April 2014
CapitalSource February 2011 - February 2012
Bialek Environments January 2005 - February 2011
Hughes Network Systems 2001 - 2003
Skills
VMware, Windows, Active Directory, Windows Server 2003, Blackberry Enterprise..., Windows Server 2008, SCCM, Virtualization, Windows Server, Windows Server 2012, Citrix, Disaster Recovery, VMware ESX, Network Administration, Technical Support, Network Security, Servers, Microsoft Exchange, DoD
Education
Montgomery College
Microcomputer Technology
Sealing Technologies, Inc. April 2014 - Present
Boies, Schiller & Flexner LLP February 2012 - April 2014
CapitalSource February 2011 - February 2012
Bialek Environments January 2005 - February 2011
Hughes Network Systems 2001 - 2003
Skills
VMware, Windows, Active Directory, Windows Server 2003, Blackberry Enterprise..., Windows Server 2008, SCCM, Virtualization, Windows Server, Windows Server 2012, Citrix, Disaster Recovery, VMware ESX, Network Administration, Technical Support, Network Security, Servers, Microsoft Exchange, DoD
Education
Montgomery College
Microcomputer Technology
Callejas, Gio's CapitalSource Experience May 2014 - August 2014
Job MBA Candidate, Class of 2015 at UWMadison, James A. Graaskamp Center for Real Estate
Industry Real Estate
Experience
CapitalSource May 2014 - August 2014
RadioShack May 2011 - July 2013
Halliburton August 2010 - April 2011
Hines October 2006 - October 2009
EY November 2003 - October 2006
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Trinity University 2002 — 2003
Master of Science (M.S.), Accounting
Trinity University 1997 — 2001
Bachelor of Arts (B.A.), Economics and Business Administration
CapitalSource May 2014 - August 2014
RadioShack May 2011 - July 2013
Halliburton August 2010 - April 2011
Hines October 2006 - October 2009
EY November 2003 - October 2006
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (M.B.A.), Real Estate
Trinity University 2002 — 2003
Master of Science (M.S.), Accounting
Trinity University 1997 — 2001
Bachelor of Arts (B.A.), Economics and Business Administration
Will Tefft's CapitalSource Experience February 2010 - Present
Job SVP Equipment Management at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2010 - Present
Tygris Asset Finance July 2008 - December 2009
CIT August 2006 - July 2008
ORIX Commercial Finance March 2002 - August 2006
Heller Financial 1999 - 2002
Education
Hillsdale College 1985 — 1989
BA, Finance, Spanish
CapitalSource February 2010 - Present
Tygris Asset Finance July 2008 - December 2009
CIT August 2006 - July 2008
ORIX Commercial Finance March 2002 - August 2006
Heller Financial 1999 - 2002
Education
Hillsdale College 1985 — 1989
BA, Finance, Spanish
Brad Donaldson's CapitalSource Experience January 2014 - Present
Job SVP Originations at CapitalSource
Industry Real Estate
Experience
CapitalSource January 2014 - Present
CapitalSource February 2011 - January 2014
CapitalSource February 2006 - February 2011
CapitalSource November 2004 - February 2006
CapitalSource January 2003 - November 2004
CapitalSource May 2002 - January 2003
The Mills Corporation February 2001 - May 2002
The Mills Corporation June 1999 - February 2001
Hillman & Glorioso August 1998 - June 1999
Metro Metro & Associates May 1997 - August 1998
Skills
Financial Analysis, Asset Managment, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Real Estate Economics, Underwriting, Loans, Credit Analysis, Commercial Lending, Real Estate Financing, Banking, Loan Servicing, Asset Management, Credit, Real Estate, Structured Finance, Commercial Mortgages, Finance, Restructuring, Loan Origination, Credit Risk, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Radford University 1993 — 1997
Bachelor of Science (B.S.), Accounting
CapitalSource January 2014 - Present
CapitalSource February 2011 - January 2014
CapitalSource February 2006 - February 2011
CapitalSource November 2004 - February 2006
CapitalSource January 2003 - November 2004
CapitalSource May 2002 - January 2003
The Mills Corporation February 2001 - May 2002
The Mills Corporation June 1999 - February 2001
Hillman & Glorioso August 1998 - June 1999
Metro Metro & Associates May 1997 - August 1998
Skills
Financial Analysis, Asset Managment, Financial Modeling, Valuation, Portfolio Management, Due Diligence, Real Estate Economics, Underwriting, Loans, Credit Analysis, Commercial Lending, Real Estate Financing, Banking, Loan Servicing, Asset Management, Credit, Real Estate, Structured Finance, Commercial Mortgages, Finance, Restructuring, Loan Origination, Credit Risk, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Radford University 1993 — 1997
Bachelor of Science (B.S.), Accounting
Todd Carson's CapitalSource Experience October 2010 - August 2013
Job Underwriter
Industry Financial Services
Experience
American Business Lending April 2015 - Present
JPMorgan Chase June 2013 - July 2015
CapitalSource October 2010 - August 2013
BLX December 2005 - December 2007
Independence Funding 1995 - 1997
ITT 1992 - 1995
Skills
Commercial Lending, Underwriting, Small Business Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Commercial Mortgages, Credit, Credit Analysis, Loan Origination, Mortgage Lending, SBA
Education
Texas Tech University 1985 — 1989
American Business Lending April 2015 - Present
JPMorgan Chase June 2013 - July 2015
CapitalSource October 2010 - August 2013
BLX December 2005 - December 2007
Independence Funding 1995 - 1997
ITT 1992 - 1995
Skills
Commercial Lending, Underwriting, Small Business Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Commercial Mortgages, Credit, Credit Analysis, Loan Origination, Mortgage Lending, SBA
Education
Texas Tech University 1985 — 1989
K.T. Head's CapitalSource Experience April 2011 - Present
Job BDO at CapitalSource
Industry Banking
Experience
CapitalSource April 2011 - Present
JPMorgan Chase August 2010 - March 2011
Bank of Texas February 2009 - August 2010
Southwest Bank September 2007 - January 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Temucula Valley Bank 2004 - 2005
Bank United 1999 - 2001
Inwood National Bank 1997 - 1999
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Small Business, SBA, Underwriting, Business Development, Financial Structuring, Portfolio Management, Banking, Loan Origination, Asset Based Lending, Investment Properties, Commercial Mortgages, Mortgage Lending, Credit Analysis, Real Estate, Finance, Commercial Real Estate, Lines Of Credit
Education
Texas A&M University 1990 — 1993
B.S., Agricultural Economics
Tarleton State University
CapitalSource April 2011 - Present
JPMorgan Chase August 2010 - March 2011
Bank of Texas February 2009 - August 2010
Southwest Bank September 2007 - January 2009
Wachovia, A Wells Fargo Company 2005 - 2007
Temucula Valley Bank 2004 - 2005
Bank United 1999 - 2001
Inwood National Bank 1997 - 1999
Skills
Loans, Small Business Lending, Credit, Commercial Lending, Commercial Banking, Small Business, SBA, Underwriting, Business Development, Financial Structuring, Portfolio Management, Banking, Loan Origination, Asset Based Lending, Investment Properties, Commercial Mortgages, Mortgage Lending, Credit Analysis, Real Estate, Finance, Commercial Real Estate, Lines Of Credit
Education
Texas A&M University 1990 — 1993
B.S., Agricultural Economics
Tarleton State University
Acuati Abreu's CapitalSource Experience February 2008 - March 2009
Job Treasury Manager at CapitalSource Inc
Industry Financial Services
Experience
CapitalSource Inc March 2009 - March 2012
CapitalSource February 2008 - March 2009
CapitalSource April 2005 - February 2008
Skills
Treasury, Treasury Management, Accounting, Cash Management
Education
State University of New York at New Paltz 1999 — 2003
Bachelor's degree, Finance, General
CapitalSource Inc March 2009 - March 2012
CapitalSource February 2008 - March 2009
CapitalSource April 2005 - February 2008
Skills
Treasury, Treasury Management, Accounting, Cash Management
Education
State University of New York at New Paltz 1999 — 2003
Bachelor's degree, Finance, General
Joe Summerville's CapitalSource Experience January 2012 - August 2013
Job Senior Manager at Capital One
Industry Financial Services
Experience
Capital One August 2013 - Present
CapitalSource January 2012 - August 2013
Betts & Rubio, PLLC January 2010 - January 2012
CapitalSource September 2008 - January 2010
Rayburn, Bates & Fitzgerald, P.C. October 2004 - September 2008
Skills
Financial Analysis, Financial Reporting, Credit Analysis, Credit, Accounting, Account Reconciliation, Auditing, Due Diligence, Cash Flow, Financial Risk, Valuation, Loans, Accounts Receivable, Risk Management, Financial Modeling, Strategic Financial..., Corporate Finance, Banking, Finance
Education
Murray State University 1991 — 1999
Bachelors of Science, Accounting
Capital One August 2013 - Present
CapitalSource January 2012 - August 2013
Betts & Rubio, PLLC January 2010 - January 2012
CapitalSource September 2008 - January 2010
Rayburn, Bates & Fitzgerald, P.C. October 2004 - September 2008
Skills
Financial Analysis, Financial Reporting, Credit Analysis, Credit, Accounting, Account Reconciliation, Auditing, Due Diligence, Cash Flow, Financial Risk, Valuation, Loans, Accounts Receivable, Risk Management, Financial Modeling, Strategic Financial..., Corporate Finance, Banking, Finance
Education
Murray State University 1991 — 1999
Bachelors of Science, Accounting
Steve Healey's CapitalSource Experience April 2004 - March 2008
Job Managing Director at CapX Partners
Industry Financial Services
Experience
CapX Partners February 2014 - Present
Full Circle Capital June 2008 - February 2014
CapitalSource April 2004 - March 2008
Fleet National Bank 1996 - 2004
Skills
Leveraged Finance, Loans, Telecommunications, Middle Market, Private Equity, Portfolio Management, Due Diligence, Capital Markets, Valuation, Financial Modeling, Mergers & Acquisitions, Investments, Corporate Finance, Investment Banking, Credit, Strategy, Business Development, Strategic Planning, Banking, Business Strategy, Mergers, Financial Structuring, Management, Venture Capital, Healthcare, Start-ups, Finance, Corporate Development, Private Placements, Asset Based Lending, Structured Finance, Restructuring, Hedge Funds, M&A experience, Executive Management
Education
Harvard University 1981 — 1985
AB, Biology
CapX Partners February 2014 - Present
Full Circle Capital June 2008 - February 2014
CapitalSource April 2004 - March 2008
Fleet National Bank 1996 - 2004
Skills
Leveraged Finance, Loans, Telecommunications, Middle Market, Private Equity, Portfolio Management, Due Diligence, Capital Markets, Valuation, Financial Modeling, Mergers & Acquisitions, Investments, Corporate Finance, Investment Banking, Credit, Strategy, Business Development, Strategic Planning, Banking, Business Strategy, Mergers, Financial Structuring, Management, Venture Capital, Healthcare, Start-ups, Finance, Corporate Development, Private Placements, Asset Based Lending, Structured Finance, Restructuring, Hedge Funds, M&A experience, Executive Management
Education
Harvard University 1981 — 1985
AB, Biology
David Keenan's CapitalSource Experience May 2005 - October 2006
Job Senior Audit Manager at M&T Bank
Industry Banking
Experience
M&T Bank August 2013 - Present
M&T Bank March 2008 - August 2013
M&T Bank October 2006 - March 2008
CapitalSource May 2005 - October 2006
Ernst & Young LLP September 2002 - May 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Banking, Internal Audit, Financial Accounting, Financial Risk
Education
State University of New York College at Buffalo 1998 — 2002
University at Buffalo 1998 — 2002
BS, Accounting
M&T Bank August 2013 - Present
M&T Bank March 2008 - August 2013
M&T Bank October 2006 - March 2008
CapitalSource May 2005 - October 2006
Ernst & Young LLP September 2002 - May 2005
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, GAAP, Banking, Internal Audit, Financial Accounting, Financial Risk
Education
State University of New York College at Buffalo 1998 — 2002
University at Buffalo 1998 — 2002
BS, Accounting
April Rosenberger's CapitalSource Experience October 2005 - December 2006
Job Sr. Manager, HR Consulting at Capital One
Industry Financial Services
Experience
Capital One February 2014 - Present
Capital One February 2013 - February 2014
Capital One February 2011 - February 2013
Capital One November 2008 - February 2011
American Capital January 2007 - November 2008
CapitalSource October 2005 - December 2006
Skills
HR Consulting, Recruiting, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Human Resources, Employee Engagement, Performance Management, Applicant Tracking..., Deferred Compensation, Workforce Planning, Organizational Design, Personnel Management
Education
The George Washington University 2007 — 2009
Masters, Human Resource Development
Washington College 2001 — 2005
Bachelors, Internal Studies
Capital One February 2014 - Present
Capital One February 2013 - February 2014
Capital One February 2011 - February 2013
Capital One November 2008 - February 2011
American Capital January 2007 - November 2008
CapitalSource October 2005 - December 2006
Skills
HR Consulting, Recruiting, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Human Resources, Employee Engagement, Performance Management, Applicant Tracking..., Deferred Compensation, Workforce Planning, Organizational Design, Personnel Management
Education
The George Washington University 2007 — 2009
Masters, Human Resource Development
Washington College 2001 — 2005
Bachelors, Internal Studies
Ron Briggs's CapitalSource Experience 2007 - 2008
Job Assistant Relationship Manager CRE
Industry Real Estate
Experience
U.S. Bank December 2014 - Present
EagleBank 2010 - 2014
Greater U Street Historic Foundation 2008 - 2010
Industrial Bank 2008 - 2009
CapitalSource 2007 - 2008
City First Bank of DC 2006 - 2007
CUSHMAN & WAKEFIELD, INC 2005 - 2006
PRUDENTIAL MORTGAGE CAPITAL COMPANY 2000 - 2005
Skills
Valuation, Credit, Budgets, Real Estate, Business Development, Mergers & Acquisitions, Loans, Management, Banking, Commercial Lending, Public Speaking, Leadership, Underwriting, Finance, Investments, Due Diligence, Analysis, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Credit Analysis, Financial Analysis
Education
University of Maryland University College 2003 — 2007
Masters of Science, Financial Management
Morehouse College
Bachelor of Science (BS), Mathematics
Springbrook
General Studies
U.S. Bank December 2014 - Present
EagleBank 2010 - 2014
Greater U Street Historic Foundation 2008 - 2010
Industrial Bank 2008 - 2009
CapitalSource 2007 - 2008
City First Bank of DC 2006 - 2007
CUSHMAN & WAKEFIELD, INC 2005 - 2006
PRUDENTIAL MORTGAGE CAPITAL COMPANY 2000 - 2005
Skills
Valuation, Credit, Budgets, Real Estate, Business Development, Mergers & Acquisitions, Loans, Management, Banking, Commercial Lending, Public Speaking, Leadership, Underwriting, Finance, Investments, Due Diligence, Analysis, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Credit Analysis, Financial Analysis
Education
University of Maryland University College 2003 — 2007
Masters of Science, Financial Management
Morehouse College
Bachelor of Science (BS), Mathematics
Springbrook
General Studies
Scott Daley's CapitalSource Experience January 2004 - Present
Job Senior Loan Analyst at CapitalSource
Industry Financial Services
Experience
CapitalSource January 2004 - Present
Ernst & Young June 1998 - October 2003
Raytheon 2001 - 2003
Skills
Financial Analysis
Education
San Diego State University-California State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Oak Park High School
CapitalSource January 2004 - Present
Ernst & Young June 1998 - October 2003
Raytheon 2001 - 2003
Skills
Financial Analysis
Education
San Diego State University-California State University 1986 — 1990
Bachelor of Science (B.S.), Accounting
Oak Park High School
Walter Schuppe's CapitalSource Experience September 2003 - December 2006
Job Managing Director Special Assets Group
Industry Financial Services
Experience
CapitalSource Bank September 2008 - Present
CapitalSource Europe January 2007 - August 2008
CapitalSource September 2003 - December 2006
FleetCapital July 1996 - August 2003
Frozfuit June 2000 - November 2000
Homer D Bronson Company April 1994 - July 1996
Fleet Bank January 1990 - April 1994
Dai-Ichi Kangyo Bank October 1987 - January 1990
Citi March 1984 - October 1987
Pannell Kerr Forster October 1981 - March 1984
Skills
Middle Market, Asset Based Lending, Loans, Debt Restructuring, Commercial Lending, Financial Risk, Portfolio Management, Credit, Workout, Credit Risk, Finance, Risk Management, Restructuring, Banking, Corporate Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Markets, Commercial Finance, Investments, Cash Flow, Mezzanine, Equities, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, Structured Finance, Commercial Banking, Investment Banking, Loan Origination, Cash Management, Asset Management, Treasury Management, Financial Analysis
Education
Hofstra University 1978 — 1981
BBA, Accounting
CapitalSource Bank September 2008 - Present
CapitalSource Europe January 2007 - August 2008
CapitalSource September 2003 - December 2006
FleetCapital July 1996 - August 2003
Frozfuit June 2000 - November 2000
Homer D Bronson Company April 1994 - July 1996
Fleet Bank January 1990 - April 1994
Dai-Ichi Kangyo Bank October 1987 - January 1990
Citi March 1984 - October 1987
Pannell Kerr Forster October 1981 - March 1984
Skills
Middle Market, Asset Based Lending, Loans, Debt Restructuring, Commercial Lending, Financial Risk, Portfolio Management, Credit, Workout, Credit Risk, Finance, Risk Management, Restructuring, Banking, Corporate Finance, Credit Analysis, Leveraged Finance, Financial Structuring, Capital Markets, Commercial Finance, Investments, Cash Flow, Mezzanine, Equities, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Financial Modeling, Structured Finance, Commercial Banking, Investment Banking, Loan Origination, Cash Management, Asset Management, Treasury Management, Financial Analysis
Education
Hofstra University 1978 — 1981
BBA, Accounting
mark tauber's CapitalSource Experience March 2006 - Present
Job Managing Director at CapitalSource
Industry Financial Services
Experience
CapitalSource March 2006 - Present
Education
Northern Illinois University 1985 — 1987
CapitalSource March 2006 - Present
Education
Northern Illinois University 1985 — 1987
Tashai Hackett Little's CapitalSource Experience July 2009 - Present
Job State Tax Manager at CapitalSource
Industry Accounting
Experience
CapitalSource July 2009 - Present
The Siegfried Group December 2007 - December 2008
Barcelo Crestline Corporation May 2000 - December 2007
mci worldcom 1997 - 2000
prudential 1995 - 1997
Education
Hampton University 1991 — 1995
CapitalSource July 2009 - Present
The Siegfried Group December 2007 - December 2008
Barcelo Crestline Corporation May 2000 - December 2007
mci worldcom 1997 - 2000
prudential 1995 - 1997
Education
Hampton University 1991 — 1995
Thomas Fink's CapitalSource Experience 2003 - June 2009
Job Chief Financial Officer at DISYS
Industry Financial Services
Experience
bookacoach.com 2012 - Present
DISYS January 2013 - 2015
BookaCoach.com 2012 - 2012
AlliancePartners LLC 2010 - 2012
Summit Regional Holdings Corp. June 2009 - September 2010
CapitalSource 2003 - June 2009
US Airways 1998 - 2001
US Airways 1995 - 1998
US Airways 1993 - 1995
Morgan Stanley 1988 - 1989
Skills
Corporate Finance, Capital Markets, Investor Relations, Treasury, Strategic Financial..., Financial Reporting, Accounting, Business Strategy, Tax, Process Improvement, Negotiation, Procurement, Financial Services, Credit, Investment Banking, Risk Management, Start-ups, Asset Management, Portfolio Management, Banking, Mergers & Acquisitions, Strategy, Finance, Management, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Due Diligence, Managerial Finance, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
University of Notre Dame 1981 — 1985
BA, Economics
bookacoach.com 2012 - Present
DISYS January 2013 - 2015
BookaCoach.com 2012 - 2012
AlliancePartners LLC 2010 - 2012
Summit Regional Holdings Corp. June 2009 - September 2010
CapitalSource 2003 - June 2009
US Airways 1998 - 2001
US Airways 1995 - 1998
US Airways 1993 - 1995
Morgan Stanley 1988 - 1989
Skills
Corporate Finance, Capital Markets, Investor Relations, Treasury, Strategic Financial..., Financial Reporting, Accounting, Business Strategy, Tax, Process Improvement, Negotiation, Procurement, Financial Services, Credit, Investment Banking, Risk Management, Start-ups, Asset Management, Portfolio Management, Banking, Mergers & Acquisitions, Strategy, Finance, Management, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Due Diligence, Managerial Finance, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
University of Notre Dame 1981 — 1985
BA, Economics
Brandon Wren, CFP's CapitalSource Experience July 2008 - January 2011
Job Financial Planner (fee only)
Industry Financial Services
Experience
Lighthouse Financial Services Inc October 2012 - Present
Crown Wealth Management May 2011 - October 2012
CapitalSource July 2008 - January 2011
Skills
Risk Management, Cash Flow, Employee Benefits, Retirement Planning, Estate Planning, Income Tax, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Investments, Strategic Financial..., Financial Goals, Series 65, Series 7, Investment Strategies, Series 63, Certified Financial..., Investment Management, Bloomberg
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2009
Certification, Personal Financial Planning
Pepperdine University 2005 — 2008
Bachelor's degree, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
Bachelors, Business and Management
Lighthouse Financial Services Inc October 2012 - Present
Crown Wealth Management May 2011 - October 2012
CapitalSource July 2008 - January 2011
Skills
Risk Management, Cash Flow, Employee Benefits, Retirement Planning, Estate Planning, Income Tax, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Investments, Strategic Financial..., Financial Goals, Series 65, Series 7, Investment Strategies, Series 63, Certified Financial..., Investment Management, Bloomberg
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2009
Certification, Personal Financial Planning
Pepperdine University 2005 — 2008
Bachelor's degree, Business Management
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2008
Bachelors, Business and Management
Carolyn Silva's CapitalSource Experience February 2003 - January 2006
Job Corporate Paralegal at SAIC
Industry Legal Services
Experience
SAIC May 2014 - Present
Pacwest Bancorp January 2006 - May 2014
CapitalSource February 2003 - January 2006
HOGAN & HARTSON L.L.P January 1998 - February 2003
CONROY, BALLMAN & DAMERON, CHARTERED September 1990 - January 1998
JAMES L. DAMERON August 1985 - September 1990
Skills
Mergers & Acquisitions, Due Diligence, Corporate Governance, Corporate Law, Legal Research, Legal Writing, Legal Assistance
Education
University of Maryland University College
Bachelor of Arts and Science, Paralegal Studies/Management
Montgomery College
Associate of Arts, Paralegal Studies
SAIC May 2014 - Present
Pacwest Bancorp January 2006 - May 2014
CapitalSource February 2003 - January 2006
HOGAN & HARTSON L.L.P January 1998 - February 2003
CONROY, BALLMAN & DAMERON, CHARTERED September 1990 - January 1998
JAMES L. DAMERON August 1985 - September 1990
Skills
Mergers & Acquisitions, Due Diligence, Corporate Governance, Corporate Law, Legal Research, Legal Writing, Legal Assistance
Education
University of Maryland University College
Bachelor of Arts and Science, Paralegal Studies/Management
Montgomery College
Associate of Arts, Paralegal Studies
Janet Shelly's CapitalSource Experience June 2011 - April 2014
Job Retail Systems Coordinator
Industry Banking
Experience
CapitalSource June 2011 - April 2014
US Bank November 2008 - June 2009
Downey Savings and Loan January 2007 - November 2008
Downey Savings and Loan February 1999 - January 2007
Skills
Banking, Retail Banking, Process Improvement, Business Analysis, Time Management, Customer Service, Organizational skills, MS Word and Excel, Management, Testing, Program Management
Education
Southeast Community College
Associate Degree, Accounting
CapitalSource June 2011 - April 2014
US Bank November 2008 - June 2009
Downey Savings and Loan January 2007 - November 2008
Downey Savings and Loan February 1999 - January 2007
Skills
Banking, Retail Banking, Process Improvement, Business Analysis, Time Management, Customer Service, Organizational skills, MS Word and Excel, Management, Testing, Program Management
Education
Southeast Community College
Associate Degree, Accounting
Christina J Huell's CapitalSource Experience February 2006 - July 2007
Job Legal Bill Review Specialist at Citizens Property Insurance Corporation
Industry Insurance
Experience
Citizens Property Insurance Corporation October 2014 - Present
Firefly Legal, Inc. December 2011 - October 2014
Boys & Girls Clubs of Metro Atlanta March 2011 - September 2011
Cohen Milstein Sellers & Toll PLLC July 2007 - December 2010
CapitalSource February 2006 - July 2007
Baker Botts August 2005 - February 2006
CNN November 1999 - June 2005
Palmer & Cay September 1998 - November 1999
The Home Depot July 1998 - September 1998
Carson Products December 1997 - April 1998
Skills
Public Speaking, Civil Rights, Nonprofits, Employment Law, Community Outreach, Outlook, Editing, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Administrative..., Westlaw, Legal Writing, Microsoft Excel, Legal Research, Social Media, Office Management, Lexis, Marketing
Education
University of Phoenix 2014 — 2016
M.Ed., Elementary Education
The University of Georgia 1989 — 1994
A.B., History and Spanish
Herschel V. Jenkins 1985 — 1989
Citizens Property Insurance Corporation October 2014 - Present
Firefly Legal, Inc. December 2011 - October 2014
Boys & Girls Clubs of Metro Atlanta March 2011 - September 2011
Cohen Milstein Sellers & Toll PLLC July 2007 - December 2010
CapitalSource February 2006 - July 2007
Baker Botts August 2005 - February 2006
CNN November 1999 - June 2005
Palmer & Cay September 1998 - November 1999
The Home Depot July 1998 - September 1998
Carson Products December 1997 - April 1998
Skills
Public Speaking, Civil Rights, Nonprofits, Employment Law, Community Outreach, Outlook, Editing, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Administrative..., Westlaw, Legal Writing, Microsoft Excel, Legal Research, Social Media, Office Management, Lexis, Marketing
Education
University of Phoenix 2014 — 2016
M.Ed., Elementary Education
The University of Georgia 1989 — 1994
A.B., History and Spanish
Herschel V. Jenkins 1985 — 1989
Tony Nicometo's CapitalSource Experience May 2001 - November 2011
Job Director at Capital One
Industry Banking
Experience
Capital One November 2011 - Present
CapitalSource May 2001 - November 2011
Freed Maxick ABL Services April 1997 - May 2001
Freed Maxick Sachs & Murphy August 1995 - April 1997
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Credit Risk, Credit, Due Diligence, Loans, Factoring, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Corporate Finance, Financial Risk, Financial Analysis
Education
State University of New York College at Fredonia 1991 — 1995
Bachelor of Science, Accounting
Capital One November 2011 - Present
CapitalSource May 2001 - November 2011
Freed Maxick ABL Services April 1997 - May 2001
Freed Maxick Sachs & Murphy August 1995 - April 1997
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Credit Risk, Credit, Due Diligence, Loans, Factoring, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Corporate Finance, Financial Risk, Financial Analysis
Education
State University of New York College at Fredonia 1991 — 1995
Bachelor of Science, Accounting
Erin Petra's CapitalSource Experience 2003 - 2004
Job Independent Executive Assistant
Industry Executive Office
Experience
Erin Petra February 2012 - Present
SpineGuard Inc. 2009 - 2012
Kittleman & Associates, LLC 2006 - 2008
Illinois Institute of Technology 2005 - 2006
CapitalSource 2003 - 2004
Audubon of Florida (Florida Office of National Audubon Society) 1999 - 2002
Skills
Public Speaking, Social Media, Strategic Planning, Customer Service, Event Planning, Organizational..., Senior Administration, Team Building, Management, Project Planning, Program Management, Organizational..., Small Business, Fundraising, Nonprofits, Event Management, Marketing, Leadership
Education
Illinois College
Bachelor of Arts (B.A.), English and Biology
Erin Petra February 2012 - Present
SpineGuard Inc. 2009 - 2012
Kittleman & Associates, LLC 2006 - 2008
Illinois Institute of Technology 2005 - 2006
CapitalSource 2003 - 2004
Audubon of Florida (Florida Office of National Audubon Society) 1999 - 2002
Skills
Public Speaking, Social Media, Strategic Planning, Customer Service, Event Planning, Organizational..., Senior Administration, Team Building, Management, Project Planning, Program Management, Organizational..., Small Business, Fundraising, Nonprofits, Event Management, Marketing, Leadership
Education
Illinois College
Bachelor of Arts (B.A.), English and Biology
Nicole Albano's CapitalSource Experience November 2005 - Present
Job VP, Senior Portfolio Operations Manager
Industry Banking
Experience
CapitalSource November 2005 - Present
PricewaterhouseCoopers 1991 - 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Risk Management, Banking, Financial Reporting, Internal Controls, Credit, Due Diligence, Accounting, Forecasting, Auditing, Credit Analysis, Internal Audit, Loans, Cash Management, Cash Flow
Education
Skidmore College 1987 — 1991
BS, Business/Accounting/French
CapitalSource November 2005 - Present
PricewaterhouseCoopers 1991 - 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, Risk Management, Banking, Financial Reporting, Internal Controls, Credit, Due Diligence, Accounting, Forecasting, Auditing, Credit Analysis, Internal Audit, Loans, Cash Management, Cash Flow
Education
Skidmore College 1987 — 1991
BS, Business/Accounting/French
Herman DeLang's CapitalSource Experience 2007 - Present
Job Risk Manager, Insurance
Industry Banking
Experience
CapitalSource 2007 - Present
Willis 2004 - 2007
Marsh & McLennan 1995 - 2004
Liberty Mutual 1990 - 1995
Skills
Loans, Risk Management, Brokerage, Commercial Insurance, Underwriting, Property & Casualty..., Credit Analysis, Enterprise Risk..., Financial Risk, Portfolio Management, Credit, Real Estate, Mergers & Acquisitions, Insurance, Due Diligence, Analysis, Strategy, Management
Education
Penn State University
B.S., Finance/Economics
University of Oxford
CapitalSource 2007 - Present
Willis 2004 - 2007
Marsh & McLennan 1995 - 2004
Liberty Mutual 1990 - 1995
Skills
Loans, Risk Management, Brokerage, Commercial Insurance, Underwriting, Property & Casualty..., Credit Analysis, Enterprise Risk..., Financial Risk, Portfolio Management, Credit, Real Estate, Mergers & Acquisitions, Insurance, Due Diligence, Analysis, Strategy, Management
Education
Penn State University
B.S., Finance/Economics
University of Oxford
Agnes Yackshaw's CapitalSource Experience July 2007 - December 2008
Job Office of the Secretary, Indian Affairs, Department of the Interior
Industry Legal Services
Experience
Department of Homeland Security April 2009 - December 2014
Smithsonian Institution 1989 - 2012
CapitalSource July 2007 - December 2008
The Mills Corporation September 1988 - June 2007
Skills
Workshop Facilitation, Real Estate, Legal Research, Government, Corporate Law
Education
John Carroll University
B.A., History
Department of Homeland Security April 2009 - December 2014
Smithsonian Institution 1989 - 2012
CapitalSource July 2007 - December 2008
The Mills Corporation September 1988 - June 2007
Skills
Workshop Facilitation, Real Estate, Legal Research, Government, Corporate Law
Education
John Carroll University
B.A., History
Jan Eriksen's CapitalSource Experience August 2010 - June 2013
Job Vice President Professional Practice Group at Wintrust Financial
Industry Financial Services
Experience
Wintrust Financial October 2013 - Present
CapitalSource August 2010 - June 2013
Practice Finance Partners September 2009 - August 2010
GE Capital 2004 - 2009
HPSC 2003 - 2004
Bay View Commercial Leasing January 2000 - December 2002
Matsco March 1997 - December 2000
Skills
Mergers & Acquisitions, Start-ups, Finance, Business Development, Loans, Leadership, Sales, Strategic Planning, Sales Management, Financial Services, Program Management, Credit, Commercial Lending, Mergers, Credit Analysis, Negotiation, Asset Based Lending, Portfolio Management, Financial Analysis, Banking, Executive Management, Risk Management, Real Estate
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Business Administration, Marketing
Wintrust Financial October 2013 - Present
CapitalSource August 2010 - June 2013
Practice Finance Partners September 2009 - August 2010
GE Capital 2004 - 2009
HPSC 2003 - 2004
Bay View Commercial Leasing January 2000 - December 2002
Matsco March 1997 - December 2000
Skills
Mergers & Acquisitions, Start-ups, Finance, Business Development, Loans, Leadership, Sales, Strategic Planning, Sales Management, Financial Services, Program Management, Credit, Commercial Lending, Mergers, Credit Analysis, Negotiation, Asset Based Lending, Portfolio Management, Financial Analysis, Banking, Executive Management, Risk Management, Real Estate
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Business Administration, Marketing
Glenn Flinn's CapitalSource Experience September 2011 - February 2013
Job Managing Director at Monroe Capital
Industry Financial Services
Experience
Monroe Capital March 2013 - Present
CapitalSource September 2011 - February 2013
Independent Consultant April 2009 - August 2011
CapitalSource June 2001 - March 2009
HealthCare Financial Partners 1997 - 2000
Heller Financial 1995 - 1997
GE Capital 1993 - 1995
Education
The University of Texas at Austin
M.B.A., Finance
University of Virginia
B.S., Systems Engineering with High Distinction
Monroe Capital March 2013 - Present
CapitalSource September 2011 - February 2013
Independent Consultant April 2009 - August 2011
CapitalSource June 2001 - March 2009
HealthCare Financial Partners 1997 - 2000
Heller Financial 1995 - 1997
GE Capital 1993 - 1995
Education
The University of Texas at Austin
M.B.A., Finance
University of Virginia
B.S., Systems Engineering with High Distinction
Ashley Larence's CapitalSource Experience January 2006 - December 2008
Job Manager Financial Planning and Analysis at PopHealthCare
Industry Financial Services
Experience
PopHealthCare March 2015 - Present
Comdata August 2012 - March 2015
Comdata June 2010 - August 2012
Comdata February 2009 - June 2010
CapitalSource January 2006 - December 2008
Keller Williams Realty 2005 - 2006
SMU Tate Distinguished Lecture Series 2003 - 2005
Skills
Finance, Portfolio Management, Analysis, Budgets, Strategy, Marketing, Financial Analysis, Financial Modeling, Leadership, Valuation, Management, Strategic Planning, Due Diligence
Education
Southern Methodist University - Cox School of Business 2000 — 2005
Business Administration in Finance, Finance
Denmark International School 2004 — 2004
International Business and Economics
New Canaan High School
PopHealthCare March 2015 - Present
Comdata August 2012 - March 2015
Comdata June 2010 - August 2012
Comdata February 2009 - June 2010
CapitalSource January 2006 - December 2008
Keller Williams Realty 2005 - 2006
SMU Tate Distinguished Lecture Series 2003 - 2005
Skills
Finance, Portfolio Management, Analysis, Budgets, Strategy, Marketing, Financial Analysis, Financial Modeling, Leadership, Valuation, Management, Strategic Planning, Due Diligence
Education
Southern Methodist University - Cox School of Business 2000 — 2005
Business Administration in Finance, Finance
Denmark International School 2004 — 2004
International Business and Economics
New Canaan High School
Adam Gould's CapitalSource Experience 2005 - 2007
Job Vice President at Bellwether Enterprise Real Estate Capital, LLC
Industry Commercial Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC February 2015 - Present
Marcus & Millichap 2013 - 2015
Equiventure Capital, LLC 2012 - 2013
United Financial of Illinois 2008 - 2011
BMO Capital Markets 2007 - 2008
CapitalSource 2005 - 2007
Orchard First Source 2000 - 2004
Cole Taylor Bank 1999 - 2000
Skills
Portfolio Management, Capital Markets, Finance, Investments, Fixed Income, Derivatives, Loans, Financial Modeling, Securities, Structured Finance, Hedge Funds, Series 7, Bloomberg, Project Finance, Private Equity, Leveraged Finance, Commercial Banking
Education
Miami University 1995 — 1999
Bachelor of Science, Business
Bellwether Enterprise Real Estate Capital, LLC February 2015 - Present
Marcus & Millichap 2013 - 2015
Equiventure Capital, LLC 2012 - 2013
United Financial of Illinois 2008 - 2011
BMO Capital Markets 2007 - 2008
CapitalSource 2005 - 2007
Orchard First Source 2000 - 2004
Cole Taylor Bank 1999 - 2000
Skills
Portfolio Management, Capital Markets, Finance, Investments, Fixed Income, Derivatives, Loans, Financial Modeling, Securities, Structured Finance, Hedge Funds, Series 7, Bloomberg, Project Finance, Private Equity, Leveraged Finance, Commercial Banking
Education
Miami University 1995 — 1999
Bachelor of Science, Business
Steven Parrinello's CapitalSource Experience July 2005 - May 2011
Job Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners June 2014 - Present
Hudson Realty Capital May 2011 - June 2014
CapitalSource July 2005 - May 2011
UBS 2003 - 2005
KPMG 2001 - 2003
Education
New York University 2004 — 2007
Masters of Science in Real Estate, Real Estate Development
Guggenheim Partners June 2014 - Present
Hudson Realty Capital May 2011 - June 2014
CapitalSource July 2005 - May 2011
UBS 2003 - 2005
KPMG 2001 - 2003
Education
New York University 2004 — 2007
Masters of Science in Real Estate, Real Estate Development
Adam Bass's CapitalSource Experience July 2007 - July 2012
Job Systems Administrator III at The University of Maryland Medical System
Industry Information Technology and Services
Experience
The University of Maryland Medical System July 2012 - Present
CapitalSource July 2007 - July 2012
Maxim Healthcare Services April 2006 - July 2007
Deutsche Bank December 2003 - April 2006
Skills
Software Documentation, Citrix, Active Directory, Windows Server, Microsoft Exchange, Virtualization, Help Desk Support, SharePoint, VMware, System Administration, Servers
Education
Towson University 1999 — 2002
Computer Information Systems
The University of Maryland Medical System July 2012 - Present
CapitalSource July 2007 - July 2012
Maxim Healthcare Services April 2006 - July 2007
Deutsche Bank December 2003 - April 2006
Skills
Software Documentation, Citrix, Active Directory, Windows Server, Microsoft Exchange, Virtualization, Help Desk Support, SharePoint, VMware, System Administration, Servers
Education
Towson University 1999 — 2002
Computer Information Systems
Dan Holcomb's CapitalSource Experience April 2007 - January 2009
Job Real Estate Capital Markets at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Bill Tanker's CapitalSource Experience 2005 - April 2008
Job Vice PresidentOriginations at Oppenheimer. Direct Lender for Multifamily and Healthcare Properties.
Industry Banking
Experience
Oppenheimer Multifamily Housing & Healthcare Finance February 2009 - Present
CapitalSource 2005 - April 2008
Deutsche Bank Berkshire Mortgage 2004 - 2005
AMI Capital, Inc., a Wachovia Affiliate 2000 - 2004
Triangle Mortgage Associates/Secore Financial 1992 - 2000
Benton Mortgage Company 1987 - 1990
Illinois Housing Development Authority 1984 - 1987
Illinois Department of Commerce and Community Affairs 1982 - 1984
Skills
FHA, Healthcare, Loans, Commercial Lending, Mortgage Lending, Financial Analysis, Loan Origination, Commercial Mortgages, Underwriting, Real Estate, Real Estate Financing, Mortgage Banking, Small Business Lending, Real Estate Economics, Asset Managment, Asset Management, Mergers & Acquisitions, Risk Management, Credit, Valuation, Portfolio Management, Nursing, Hospitals, Financial Structuring, Credit Analysis, Banking, Refinance
Education
Northern Illinois University
M.A.P.A., Urban Management
The University of Texas at Austin 1971 — 1974
B.B.A., Finance
Oppenheimer Multifamily Housing & Healthcare Finance February 2009 - Present
CapitalSource 2005 - April 2008
Deutsche Bank Berkshire Mortgage 2004 - 2005
AMI Capital, Inc., a Wachovia Affiliate 2000 - 2004
Triangle Mortgage Associates/Secore Financial 1992 - 2000
Benton Mortgage Company 1987 - 1990
Illinois Housing Development Authority 1984 - 1987
Illinois Department of Commerce and Community Affairs 1982 - 1984
Skills
FHA, Healthcare, Loans, Commercial Lending, Mortgage Lending, Financial Analysis, Loan Origination, Commercial Mortgages, Underwriting, Real Estate, Real Estate Financing, Mortgage Banking, Small Business Lending, Real Estate Economics, Asset Managment, Asset Management, Mergers & Acquisitions, Risk Management, Credit, Valuation, Portfolio Management, Nursing, Hospitals, Financial Structuring, Credit Analysis, Banking, Refinance
Education
Northern Illinois University
M.A.P.A., Urban Management
The University of Texas at Austin 1971 — 1974
B.B.A., Finance
Juan P. Feldman's CapitalSource Experience October 2001 - June 2009
Job Financial Consultant
Industry Banking
Experience
Clark Drywall, Inc. November 2011 - Present
Bank of America Merrill Lynch January 2011 - September 2011
Grant Thornton November 2009 - May 2010
CapitalSource October 2001 - June 2009
Skills
Finance, Due Diligence, Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Loans, Credit, Corporate Finance, Financial Structuring
Education
University of Wisconsin-Madison - School of Business 1997 — 2001
B.B.A. (Bachelor's in Business Administration), Finance, Economics & International Business
SDA Bocconi 2000 — 2000
Financial Management
Clark Drywall, Inc. November 2011 - Present
Bank of America Merrill Lynch January 2011 - September 2011
Grant Thornton November 2009 - May 2010
CapitalSource October 2001 - June 2009
Skills
Finance, Due Diligence, Valuation, Portfolio Management, Mergers & Acquisitions, Investments, Loans, Credit, Corporate Finance, Financial Structuring
Education
University of Wisconsin-Madison - School of Business 1997 — 2001
B.B.A. (Bachelor's in Business Administration), Finance, Economics & International Business
SDA Bocconi 2000 — 2000
Financial Management
Suzan Kozojed's CapitalSource Experience 2008 - Present
Job Loan Underwriter at CapitalSource
Industry Banking
Experience
CapitalSource 2008 - Present
CIT Small Business Lending 2003 - 2007
Skills
SBA, Credit Analysis, Small Business Lending, Loans, Customer Service, Commercial Lending, Credit, Asset Management, Negotiation, Team Building, Underwriting, Due Diligence, Commercial Banking, Loan Origination, Commercial Mortgages
Education
Minnesota State University, Moorhead 1978 — 1982
BA, BS, Business Management and Psychology
CapitalSource 2008 - Present
CIT Small Business Lending 2003 - 2007
Skills
SBA, Credit Analysis, Small Business Lending, Loans, Customer Service, Commercial Lending, Credit, Asset Management, Negotiation, Team Building, Underwriting, Due Diligence, Commercial Banking, Loan Origination, Commercial Mortgages
Education
Minnesota State University, Moorhead 1978 — 1982
BA, BS, Business Management and Psychology
Thomas Affolter's CapitalSource Experience January 2006 - April 2009
Job Victory Park Capital
Industry Financial Services
Experience
Victory Park Capital Advisors September 2009 - Present
CapitalSource January 2006 - April 2009
Antares Capital 2004 - 2006
GE Capital 2001 - 2004
Heller Financial 1996 - 2001
Ernst & Young September 1993 - September 1996
Education
Marquette University 1989 — 1993
BS
Northwestern University - Kellogg School of Management
MBA
Victory Park Capital Advisors September 2009 - Present
CapitalSource January 2006 - April 2009
Antares Capital 2004 - 2006
GE Capital 2001 - 2004
Heller Financial 1996 - 2001
Ernst & Young September 1993 - September 1996
Education
Marquette University 1989 — 1993
BS
Northwestern University - Kellogg School of Management
MBA
Evan Purcell's CapitalSource Experience October 2005 - January 2008
Job Vice President, Underwriter at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance February 2008 - November 2013
CapitalSource October 2005 - January 2008
Legacy Partners Group January 2005 - October 2005
Legg Mason Wood Walker January 2004 - December 2004
Skills
Financial Modeling, Banking, Portfolio Management, Loans, Accounting, Credit Analysis, Investments, Credit, Mergers & Acquisitions, Commercial Lending, Investment Banking, Finance, Corporate Finance, Commercial Banking, Leveraged Finance
Education
Penn State University 1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business Major, International Studies Minor
Mount Lebanon Senior High School 1996 — 1999
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance February 2008 - November 2013
CapitalSource October 2005 - January 2008
Legacy Partners Group January 2005 - October 2005
Legg Mason Wood Walker January 2004 - December 2004
Skills
Financial Modeling, Banking, Portfolio Management, Loans, Accounting, Credit Analysis, Investments, Credit, Mergers & Acquisitions, Commercial Lending, Investment Banking, Finance, Corporate Finance, Commercial Banking, Leveraged Finance
Education
Penn State University 1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business Major, International Studies Minor
Mount Lebanon Senior High School 1996 — 1999
Tom Yaeger's CapitalSource Experience January 2010 - Present
Job Director
Industry Financial Services
Experience
CapitalSource January 2010 - Present
Succession Capital Alliance October 2003 - February 2010
SCA 2003 - 2010
A. I Credit Corp. April 1986 - August 2009
AIG 1987 - 2009
First City National Bank 1980 - 1986
Education
St. Edward's University 1979 — 1981
MBA
CapitalSource January 2010 - Present
Succession Capital Alliance October 2003 - February 2010
SCA 2003 - 2010
A. I Credit Corp. April 1986 - August 2009
AIG 1987 - 2009
First City National Bank 1980 - 1986
Education
St. Edward's University 1979 — 1981
MBA
Spencer Del Prete's CapitalSource Experience July 2007 - October 2013
Job Vice President, Guggenheim Commercial Real Estate Finance
Industry Real Estate
Experience
Guggenheim Partners October 2013 - Present
CapitalSource July 2007 - October 2013
UBS Investment Bank June 2005 - July 2007
Ernst & Young October 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Capital Markets, Credit, Commercial Real Estate
Education
New York University 2006 — 2008
Graduate Certificate, Real Estate
Villanova University 1998 — 2002
BS, Accountancy
Guggenheim Partners October 2013 - Present
CapitalSource July 2007 - October 2013
UBS Investment Bank June 2005 - July 2007
Ernst & Young October 2002 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Capital Markets, Credit, Commercial Real Estate
Education
New York University 2006 — 2008
Graduate Certificate, Real Estate
Villanova University 1998 — 2002
BS, Accountancy
Charles Dabich's CapitalSource Experience 2002 - 2007
Job Director of Business Development at Housing & Healthcare Finance, LLC
Industry Financial Services
Experience
Housing & Healthcare Finance, LLC June 2013 - Present
Finance Partners, LLC April 2008 - Present
Auto Finance Partners April 2007 - March 2008
CapitalSource 2002 - 2007
First National Bank of Maryland 1991 - 1995
Skills
Asset Based Lending, Commercial Finance, Underwriting, Factoring, Commercial Lending, Portfolio Management, Credit, Loans, Credit Analysis, Financial Analysis, Due Diligence, Structured Finance
Education
The George Washington University - School of Business
MBA, International Business, Finance
University of Georgia - Terry College of Business
BBA, International Business, Finance
Housing & Healthcare Finance, LLC June 2013 - Present
Finance Partners, LLC April 2008 - Present
Auto Finance Partners April 2007 - March 2008
CapitalSource 2002 - 2007
First National Bank of Maryland 1991 - 1995
Skills
Asset Based Lending, Commercial Finance, Underwriting, Factoring, Commercial Lending, Portfolio Management, Credit, Loans, Credit Analysis, Financial Analysis, Due Diligence, Structured Finance
Education
The George Washington University - School of Business
MBA, International Business, Finance
University of Georgia - Terry College of Business
BBA, International Business, Finance
Bryan Corsini's CapitalSource Experience May 2000 - Present
Job EVP at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource May 2000 - Present
Childhelp USA 2005 - 2009
Fleetcapital 1986 - 2000
Coopers & Lybrand 1983 - 1986
Skills
CPA, Commercial Lending, Debt Restructuring, Portfolio Management, Regulatory Requirements, Asset Based Lending, Credit, Underwriting, Loans, Commercial Banking, Mergers & Acquisitions, Due Diligence, Financial Structuring, Credit Analysis, Financial Analysis, Management, Credit Risk, Financial Modeling, Valuation, Banking, Loan Origination, Structured Finance, Capital Markets, Finance, Insurance
Education
Providence College 1979 — 1983
B.S., Accounting
Bishop Feehan 1975 — 1979
H.S., liberal Arts
CapitalSource May 2000 - Present
Childhelp USA 2005 - 2009
Fleetcapital 1986 - 2000
Coopers & Lybrand 1983 - 1986
Skills
CPA, Commercial Lending, Debt Restructuring, Portfolio Management, Regulatory Requirements, Asset Based Lending, Credit, Underwriting, Loans, Commercial Banking, Mergers & Acquisitions, Due Diligence, Financial Structuring, Credit Analysis, Financial Analysis, Management, Credit Risk, Financial Modeling, Valuation, Banking, Loan Origination, Structured Finance, Capital Markets, Finance, Insurance
Education
Providence College 1979 — 1983
B.S., Accounting
Bishop Feehan 1975 — 1979
H.S., liberal Arts
Sarah Pietragallo's CapitalSource Experience March 2006 - October 2007
Job Chief Counsel at U.S. Department of Housing and Urban Development
Industry Law Practice
Experience
U.S. Department of Housing and Urban Development June 2012 - Present
Ballard Spahr LLP December 2009 - March 2012
Sidley Austin LLP October 2007 - September 2009
CapitalSource March 2006 - October 2007
Ballard Spahr LLP May 2002 - March 2006
Securities and Exchange Commission September 2002 - December 2002
Dow Jones Newswires July 1998 - May 2002
Skills
Legal Writing, Legal Research, Real Estate Transactions, Corporate Law, Real Estate Development, Real Estate, Commercial Real Estate, Joint Ventures, Legal Advice, Acquisitions, Policy Analysis, Government, Corporate Governance
Education
The Catholic University of America, Columbus School of Law 1999 — 2002
JD
Kenyon College 1993 — 1997
BA
Westover School 1991 — 1993
U.S. Department of Housing and Urban Development June 2012 - Present
Ballard Spahr LLP December 2009 - March 2012
Sidley Austin LLP October 2007 - September 2009
CapitalSource March 2006 - October 2007
Ballard Spahr LLP May 2002 - March 2006
Securities and Exchange Commission September 2002 - December 2002
Dow Jones Newswires July 1998 - May 2002
Skills
Legal Writing, Legal Research, Real Estate Transactions, Corporate Law, Real Estate Development, Real Estate, Commercial Real Estate, Joint Ventures, Legal Advice, Acquisitions, Policy Analysis, Government, Corporate Governance
Education
The Catholic University of America, Columbus School of Law 1999 — 2002
JD
Kenyon College 1993 — 1997
BA
Westover School 1991 — 1993
Stephen Klose's CapitalSource Experience January 2004 - May 2014
Job Director, Portfolio Management at Capital One
Industry Financial Services
Experience
Capital One August 2014 - Present
CapitalSource January 2004 - May 2014
Electrical General Corporation April 2002 - January 2004
First National Bank of Maryland/Allfirst Bank April 1988 - March 2002
Signet Bank February 1983 - April 1988
Skills
Valuation, Loans, Financial Analysis, Financial Modeling, Strategic Planning, Underwriting, Asset Based Lending, Commercial Lending, New Business Development, Risk Management, Credit Analysis, Asset Management, Banking, Credit, Investments, Portfolio Management, Commercial Banking, Sales Management, Finance
Education
Loyola University Maryland 1978 — 1988
BA/MBA, Business Administration/Finance
Capital One August 2014 - Present
CapitalSource January 2004 - May 2014
Electrical General Corporation April 2002 - January 2004
First National Bank of Maryland/Allfirst Bank April 1988 - March 2002
Signet Bank February 1983 - April 1988
Skills
Valuation, Loans, Financial Analysis, Financial Modeling, Strategic Planning, Underwriting, Asset Based Lending, Commercial Lending, New Business Development, Risk Management, Credit Analysis, Asset Management, Banking, Credit, Investments, Portfolio Management, Commercial Banking, Sales Management, Finance
Education
Loyola University Maryland 1978 — 1988
BA/MBA, Business Administration/Finance
Silvana Gomez's CapitalSource Experience November 2008 - September 2011
Job Treasury Manager at Revolution LLC
Industry Financial Services
Experience
Revolution LLC September 2011 - Present
CapitalSource November 2008 - September 2011
Organization for International Investment August 2006 - May 2007
Skills
Corporate Treasury, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Capital Markets, Treasury Management, Asset Management, Bloomberg
Education
The George Washington University 2003 — 2007
BA, Finance
Revolution LLC September 2011 - Present
CapitalSource November 2008 - September 2011
Organization for International Investment August 2006 - May 2007
Skills
Corporate Treasury, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Capital Markets, Treasury Management, Asset Management, Bloomberg
Education
The George Washington University 2003 — 2007
BA, Finance
bryan corsini's CapitalSource Experience President of Credit AdministrationCapitalSourceMay 2000 - Present
Job President of Credit Administration at CapitalSource
Industry Financial Services
Experience
CapitalSource President of Credit AdministrationCapitalSourceMay 2000 - Present
Fleet Capital August 1986 - May 2000
Education
Providence College 1979 — 1983
BS, Accounting
CapitalSource President of Credit AdministrationCapitalSourceMay 2000 - Present
Fleet Capital August 1986 - May 2000
Education
Providence College 1979 — 1983
BS, Accounting
David Statz's CapitalSource Experience May 2002 - Present
Job SVP, Portfolio Manager
Industry Financial Services
Experience
CapitalSource May 2002 - Present
GE Healthcare Financial Services May 2001 - May 2002
Kaleida Health 1996 - 2001
Price Waterhouse 1995 - 1996
Large Regional CPA Firm 1991 - 1995
Skills
Credit, Due Diligence, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Investments, Financial Modeling, Asset Based Lending, Credit Risk, Loans, Valuation
Education
State University of New York College at Fredonia 1986 — 1990
BS, Accounting
CapitalSource May 2002 - Present
GE Healthcare Financial Services May 2001 - May 2002
Kaleida Health 1996 - 2001
Price Waterhouse 1995 - 1996
Large Regional CPA Firm 1991 - 1995
Skills
Credit, Due Diligence, Credit Analysis, Financial Analysis, Underwriting, Portfolio Management, Investments, Financial Modeling, Asset Based Lending, Credit Risk, Loans, Valuation
Education
State University of New York College at Fredonia 1986 — 1990
BS, Accounting
John Salerno's CapitalSource Experience January 2007 - December 2011
Job Underwriting Officer at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource Bank February 2012 - Present
CapitalSource January 2007 - December 2011
CaptialSource 2005 - 2011
TLC Health Network April 1992 - February 2001
Education
State University of New York College at Fredonia 1979 — 1983
BS, Accounting
CapitalSource Bank February 2012 - Present
CapitalSource January 2007 - December 2011
CaptialSource 2005 - 2011
TLC Health Network April 1992 - February 2001
Education
State University of New York College at Fredonia 1979 — 1983
BS, Accounting
JR Pabalan's CapitalSource Experience March 2015 - Present
Job Portfolio Operations Analyst at CapitalSource
Industry Accounting
Experience
CapitalSource March 2015 - Present
CapitalSource March 2014 - March 2015
CapitalSource July 2011 - March 2014
Library of Congress October 2010 - June 2011
Balducci's October 2006 - May 2010
Balducci's April 2007 - May 2009
Berman & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. September 2006 - December 2006
Balducci's August 2005 - September 2006
Skills
Organizational, Attention To Detail, Active Learning, Microsoft Office, Analytical, Critical Thinking, Oracle Siebel CRM..., Turbo Tax, Reconciliation, Property Tax, Tax Return Preparation, Accounting, Income Tax, Excel, Auditing, Word, Outlook, PowerPoint, Problem Solving, Customer Relations, Inventory Management, Process Improvement, Spreadsheets, Credit, Microsoft Excel, Data Entry, Budgets, Account Reconciliation, Customer Service, Microsoft Word, Tax Preparation
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science, Accounting
Montgomery College 2007 — 2009
A.A., Business
CapitalSource March 2015 - Present
CapitalSource March 2014 - March 2015
CapitalSource July 2011 - March 2014
Library of Congress October 2010 - June 2011
Balducci's October 2006 - May 2010
Balducci's April 2007 - May 2009
Berman & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. September 2006 - December 2006
Balducci's August 2005 - September 2006
Skills
Organizational, Attention To Detail, Active Learning, Microsoft Office, Analytical, Critical Thinking, Oracle Siebel CRM..., Turbo Tax, Reconciliation, Property Tax, Tax Return Preparation, Accounting, Income Tax, Excel, Auditing, Word, Outlook, PowerPoint, Problem Solving, Customer Relations, Inventory Management, Process Improvement, Spreadsheets, Credit, Microsoft Excel, Data Entry, Budgets, Account Reconciliation, Customer Service, Microsoft Word, Tax Preparation
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
Bachelor of Science, Accounting
Montgomery College 2007 — 2009
A.A., Business
Jay Cook's CapitalSource Experience March 2003 - Present
Job SVP, Portfolio Manager at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource March 2003 - Present
FINOVA June 1997 - March 2003
Barrington August 1990 - June 1997
Peterson August 1989 - August 1990
University National Bank March 1988 - November 1988
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Banking, Commercial Banking, Credit, Credit Analysis, Underwriting, Due Diligence, Risk Management, Valuation, Capital Markets, Credit Risk, Mergers & Acquisitions, Asset Management, Financial Modeling, Structured Finance, Finance, Financial Structuring, Private Equity, Investments, Funding, Loans, Corporate Finance, Mortgage Lending, Financial Analysis, Treasury Management, Financial Risk, Loan Origination, Financial Services, Factoring, Restructuring, Small Business Lending, Commercial Finance, Strategic Financial..., Leveraged Finance, Consumer Lending, Middle Market, Equities, Cash Flow Lending, Investment Banking, Fixed Income, Commercial Mortgages, Executive Management, Relationship Management, Securities, Mortgage Banking, Financial Statement..., Securitization, Loan Servicing
Education
Texas A&M University 1985 — 1989
BSBA, Finance
CapitalSource March 2003 - Present
FINOVA June 1997 - March 2003
Barrington August 1990 - June 1997
Peterson August 1989 - August 1990
University National Bank March 1988 - November 1988
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Banking, Commercial Banking, Credit, Credit Analysis, Underwriting, Due Diligence, Risk Management, Valuation, Capital Markets, Credit Risk, Mergers & Acquisitions, Asset Management, Financial Modeling, Structured Finance, Finance, Financial Structuring, Private Equity, Investments, Funding, Loans, Corporate Finance, Mortgage Lending, Financial Analysis, Treasury Management, Financial Risk, Loan Origination, Financial Services, Factoring, Restructuring, Small Business Lending, Commercial Finance, Strategic Financial..., Leveraged Finance, Consumer Lending, Middle Market, Equities, Cash Flow Lending, Investment Banking, Fixed Income, Commercial Mortgages, Executive Management, Relationship Management, Securities, Mortgage Banking, Financial Statement..., Securitization, Loan Servicing
Education
Texas A&M University 1985 — 1989
BSBA, Finance
Jeffrey Lipson's CapitalSource Experience October 2006 - May 2012
Job President & Chief Executive Officer at Congressional Bank
Industry Financial Services
Experience
Congressional Bank May 2012 - Present
CapitalSource October 2006 - May 2012
Bank of America July 1998 - October 2006
Credit Lyonnais July 1993 - July 1998
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Penn State University 1985 — 1989
BS, Economics
Congressional Bank May 2012 - Present
CapitalSource October 2006 - May 2012
Bank of America July 1998 - October 2006
Credit Lyonnais July 1993 - July 1998
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Penn State University 1985 — 1989
BS, Economics
Mendel Holt's CapitalSource Experience May 2005 - Present
Job CRE Lending Professional at CapitalSource
Industry Financial Services
Experience
CapitalSource May 2005 - Present
Allied Capital April 2004 - April 2005
Deloitte & Touche, LLP August 2001 - April 2004
Skills
Commercial Real Estate, Real Estate Financing, Underwriting, Loan Servicing, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Asset Managment, Commercial Leasing, Credit, Asset Management, Auditing
Education
Morgan State University 1997 — 2001
Bachelor's degree, Accounting and Finance
CapitalSource May 2005 - Present
Allied Capital April 2004 - April 2005
Deloitte & Touche, LLP August 2001 - April 2004
Skills
Commercial Real Estate, Real Estate Financing, Underwriting, Loan Servicing, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Asset Managment, Commercial Leasing, Credit, Asset Management, Auditing
Education
Morgan State University 1997 — 2001
Bachelor's degree, Accounting and Finance
Daniel Duffy's CapitalSource Experience April 2003 - January 2010
Job Senior Managing Director at Ally Commercial Finance
Industry
Experience
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Katherine (Failla) Marano's CapitalSource Experience June 2004 - September 2006
Job Vice President Fifth Third Bank Syndications
Industry Financial Services
Experience
Fifth Third Bank July 2008 - Present
Merrill Lynch Capital September 2006 - June 2008
CapitalSource June 2004 - September 2006
Skills
Syndications, Commercial Lending, Financial Modeling, Corporate Finance, Relationship Management, Loan Origination, Leveraged Finance, Credit Analysis, Capital Markets
Education
Michigan State University
Finance, General
Fifth Third Bank July 2008 - Present
Merrill Lynch Capital September 2006 - June 2008
CapitalSource June 2004 - September 2006
Skills
Syndications, Commercial Lending, Financial Modeling, Corporate Finance, Relationship Management, Loan Origination, Leveraged Finance, Credit Analysis, Capital Markets
Education
Michigan State University
Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation