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
Dana Polentz Dana Polentz's CapitalSource Experience January 2010 - October 2013
Job
Industry Banking
Experience
SSAE 16 Professionals June 2015 - Present
Banc of California October 2013 - June 2015
CapitalSource January 2010 - October 2013
AMDL, Inc February 2008 - January 2010
Fremont Investment & Loan December 2004 - February 2008
U.S Army July 1995 - March 2004
Insurance Overload Systems 2000 - 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Reporting, Risk Management, Risk Assessment, COSO, Financial Risk, Accounts Payable, Human Resources, Financial Analysis, Financial Modeling, Process Improvement, Account Reconciliation, Enterprise Risk..., Due Diligence, IT Audit, Insurance, Business Process..., Business Process, Fraud, SEC filings, General Ledger, Banking, Finance, Corporate Finance, Strategic Financial..., Credit
Education
University Of Phoenix 2005 — 2007
Bachelors in Accounting
SSAE 16 Professionals June 2015 - Present
Banc of California October 2013 - June 2015
CapitalSource January 2010 - October 2013
AMDL, Inc February 2008 - January 2010
Fremont Investment & Loan December 2004 - February 2008
U.S Army July 1995 - March 2004
Insurance Overload Systems 2000 - 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Accounting, Financial Reporting, Risk Management, Risk Assessment, COSO, Financial Risk, Accounts Payable, Human Resources, Financial Analysis, Financial Modeling, Process Improvement, Account Reconciliation, Enterprise Risk..., Due Diligence, IT Audit, Insurance, Business Process..., Business Process, Fraud, SEC filings, General Ledger, Banking, Finance, Corporate Finance, Strategic Financial..., Credit
Education
University Of Phoenix 2005 — 2007
Bachelors in Accounting
Elizabeth Stone Elizabeth Stone's CapitalSource Experience March 2006 - December 2009
Job Corporate & Real Estate Professional
Industry Legal Services
Experience
Accuvant January 2011 - Present
CapitalSource March 2006 - December 2009
Heller Ehrman White & McAuliffe LLP September 2000 - March 2006
Jeffer Mangels Butler & Mitchell LLP June 1995 - September 2000
Pilsbury, Madison & Sutro 1988 - 1991
Skills
Networking, Contract Negotiation, Project Management, Security, Information Security, Real Estate, Professional Services, Computer Security
Education
University of the Pacific - McGeorge School of Law 1985 — 1988
Juris Doctor (J.D.)
University of California, Santa Barbara 1980 — 1985
Bachelor's Degree
Accuvant January 2011 - Present
CapitalSource March 2006 - December 2009
Heller Ehrman White & McAuliffe LLP September 2000 - March 2006
Jeffer Mangels Butler & Mitchell LLP June 1995 - September 2000
Pilsbury, Madison & Sutro 1988 - 1991
Skills
Networking, Contract Negotiation, Project Management, Security, Information Security, Real Estate, Professional Services, Computer Security
Education
University of the Pacific - McGeorge School of Law 1985 — 1988
Juris Doctor (J.D.)
University of California, Santa Barbara 1980 — 1985
Bachelor's Degree
Alim Kassam Alim Kassam's CapitalSource Experience January 2004 - July 2004
Job CEO at Rama Capital Partners & President at Athas Capital Group
Industry Financial Services
Experience
Rama Capital Partners, LLC September 2008 - Present
Athas Capital Group, Inc. July 2008 - Present
Quality Home Loans, Inc. August 2007 - November 2007
Pacificor, LLC August 2004 - August 2007
CapitalSource January 2004 - July 2004
Lehman Brothers July 2001 - June 2003
Skills
Private Equity, Investments, Finance, Investment Banking, Valuation, Funding, Portfolio Management, Mortgage Lending, Real Estate, Loans, Equities, Credit, Hedge Funds, Investors, Mutual Funds, Asset Management, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Loan Origination, Structured Finance, Alternative Investments, Due Diligence, Venture Capital, Private Placements, Capital Markets, Investment Management
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
Rama Capital Partners, LLC September 2008 - Present
Athas Capital Group, Inc. July 2008 - Present
Quality Home Loans, Inc. August 2007 - November 2007
Pacificor, LLC August 2004 - August 2007
CapitalSource January 2004 - July 2004
Lehman Brothers July 2001 - June 2003
Skills
Private Equity, Investments, Finance, Investment Banking, Valuation, Funding, Portfolio Management, Mortgage Lending, Real Estate, Loans, Equities, Credit, Hedge Funds, Investors, Mutual Funds, Asset Management, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Loan Origination, Structured Finance, Alternative Investments, Due Diligence, Venture Capital, Private Placements, Capital Markets, Investment Management
Education
University of California, Los Angeles 1997 — 2001
B.A., Business Economics
Jeremy Schappert Jeremy Schappert's CapitalSource Experience March 2008 - January 2012
Job Accountant Securities Accounting
Industry Financial Services
Experience
Fannie Mae 2012 - Present
CapitalSource March 2008 - January 2012
price waterhouse 2006 - 2008
Skills
Financial Analysis, SEC filings
Education
University of Maryland College Park 2001 — 2005
BS, Accounting
Fannie Mae 2012 - Present
CapitalSource March 2008 - January 2012
price waterhouse 2006 - 2008
Skills
Financial Analysis, SEC filings
Education
University of Maryland College Park 2001 — 2005
BS, Accounting
Doug Pierce Doug Pierce's CapitalSource Experience June 2007 - June 2012
Job Securities Modeling at Freddie Mac
Industry Financial Services
Experience
Freddie Mac October 2012 - Present
CapitalSource June 2007 - June 2012
Porsche Business Services February 2004 - June 2007
Fleet Credit Card Services January 2001 - January 2004
Flagship Credit Corp. June 1999 - December 2001
Copelco Financial Services Group October 1996 - June 1999
Skills
Securitization, Structured Finance, ABS, Capital Markets, Banking, Treasury, Cash Management, Investment Banking, Loans, Investments, Interest Rate Swaps, Data Analysis, Access, Rating Agency Relations, Liquidity Management, Banking Relationships, Asset-backed..., Transaction Management, Legal Documents, Document Review, Securities, Investor Relations, CLO, ABCP, Excel, SQL, Investor Reporting, Investor Presentations, Intex Desktop, Agency MBS, Finance, Financial Analysis, Financial Services
Education
University of Rhode Island 1992 — 1996
BA, Economics
Council Rock High School 1989 — 1992
Freddie Mac October 2012 - Present
CapitalSource June 2007 - June 2012
Porsche Business Services February 2004 - June 2007
Fleet Credit Card Services January 2001 - January 2004
Flagship Credit Corp. June 1999 - December 2001
Copelco Financial Services Group October 1996 - June 1999
Skills
Securitization, Structured Finance, ABS, Capital Markets, Banking, Treasury, Cash Management, Investment Banking, Loans, Investments, Interest Rate Swaps, Data Analysis, Access, Rating Agency Relations, Liquidity Management, Banking Relationships, Asset-backed..., Transaction Management, Legal Documents, Document Review, Securities, Investor Relations, CLO, ABCP, Excel, SQL, Investor Reporting, Investor Presentations, Intex Desktop, Agency MBS, Finance, Financial Analysis, Financial Services
Education
University of Rhode Island 1992 — 1996
BA, Economics
Council Rock High School 1989 — 1992
Zach Barnett Zach Barnett's CapitalSource Experience July 2013 - April 2014
Job Senior Financial Analyst at Pacific Western Bank
Industry Financial Services
Experience
Pacific Western Bank April 2014 - Present
CapitalSource July 2013 - April 2014
CapitalSource March 2012 - July 2013
Zicklin Center for Business Ethics Research May 2010 - September 2010
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Due Diligence, Economics, Mergers & Acquisitions, Data Analysis, Leadership, Investments, Portfolio Management, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Pacific Western Bank April 2014 - Present
CapitalSource July 2013 - April 2014
CapitalSource March 2012 - July 2013
Zicklin Center for Business Ethics Research May 2010 - September 2010
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Due Diligence, Economics, Mergers & Acquisitions, Data Analysis, Leadership, Investments, Portfolio Management, Analysis
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Economics
Shawn M. Leventhal Shawn M. Leventhal's CapitalSource Experience 2003 - 2004
Job Sr. Director of Finance at CommuniKids
Industry Venture Capital & Private Equity
Experience
Greenberg Advisors, LLC 2013 - 2015
SLC 2012 - 2013
TM Capital Corp 2011 - 2012
PLTW, Inc 2009 - 2011
Sawaya Segalas & Co., LLC 2004 - 2008
CapitalSource 2003 - 2004
Deutsche Banc Alex. Brown 2001 - 2002
Skills
Strategic Advisory, Mergers, Buy-side, Consumer Products, Food & Beverage, Excel, PowerPoint, Word, Strategic Planning, Business Planning, Budgeting, Planning, Acquisition Analysis, Financial Accounting, Executive Management, Marketing Strategy, Financial Modeling, Valuation, Sell Side, Presentation Development, Board Presentations, Public Speaking, Strategy, Mergers & Acquisitions, Business Valuation, Budgets, Microsoft Excel, Project Planning, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Dual: Finance & Marketing
University of Pennsylvania - The Wharton School
Greenberg Advisors, LLC 2013 - 2015
SLC 2012 - 2013
TM Capital Corp 2011 - 2012
PLTW, Inc 2009 - 2011
Sawaya Segalas & Co., LLC 2004 - 2008
CapitalSource 2003 - 2004
Deutsche Banc Alex. Brown 2001 - 2002
Skills
Strategic Advisory, Mergers, Buy-side, Consumer Products, Food & Beverage, Excel, PowerPoint, Word, Strategic Planning, Business Planning, Budgeting, Planning, Acquisition Analysis, Financial Accounting, Executive Management, Marketing Strategy, Financial Modeling, Valuation, Sell Side, Presentation Development, Board Presentations, Public Speaking, Strategy, Mergers & Acquisitions, Business Valuation, Budgets, Microsoft Excel, Project Planning, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Dual: Finance & Marketing
University of Pennsylvania - The Wharton School
Ann Lacey Ann Lacey's CapitalSource Experience June 2003 - January 2008
Job Vice President at Sunrise Senior Living
Industry Hospital & Health Care
Experience
Sunrise Senior Living January 2011 - Present
Sunrise Senior Living January 2008 - December 2010
CapitalSource June 2003 - January 2008
Skills
Financial Analysis, Due Diligence, Valuation, Asset Management, Strategic Planning, Managerial Finance, Finance, Mergers & Acquisitions, Budgets, Team Building, Leadership
Education
University of Maryland College Park 1999 — 2003
BS, Finance
Sunrise Senior Living January 2011 - Present
Sunrise Senior Living January 2008 - December 2010
CapitalSource June 2003 - January 2008
Skills
Financial Analysis, Due Diligence, Valuation, Asset Management, Strategic Planning, Managerial Finance, Finance, Mergers & Acquisitions, Budgets, Team Building, Leadership
Education
University of Maryland College Park 1999 — 2003
BS, Finance
Emmy Frenz Emmy Frenz's CapitalSource Experience August 2010 - November 2011
Job Accountant at Arlington Capital Partners
Industry Accounting
Experience
Arlington Capital Partners December 2011 - Present
CapitalSource August 2010 - November 2011
Skills
Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelors of Science, Business
Arlington Capital Partners December 2011 - Present
CapitalSource August 2010 - November 2011
Skills
Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelors of Science, Business
Jack Archey Jack Archey's CapitalSource Experience July 2007 - Present
Job Vice President, Senior Underwriting Officer at CapitalSource
Industry Accounting
Experience
CapitalSource July 2007 - Present
Skills
Financial Analysis, Underwriting, Credit Analysis, Financial Modeling, Due Diligence, Credit
Education
University of North Carolina at Chapel Hill 1988 — 1993
CapitalSource July 2007 - Present
Skills
Financial Analysis, Underwriting, Credit Analysis, Financial Modeling, Due Diligence, Credit
Education
University of North Carolina at Chapel Hill 1988 — 1993
Matthew Moman Matthew Moman's CapitalSource Experience September 2008 - June 2011
Job Vice President of Strategic Development at Southwest LTC
Industry Hospital & Health Care
Experience
Southwest LTC January 2015 - Present
Southwest LTC June 2011 - December 2014
CapitalSource September 2008 - June 2011
CapitalSource August 2007 - September 2008
Medical Properties Trust June 2005 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Due Diligence, Valuation, Credit Analysis, Credit, Management, Healthcare, Financial Reporting, Strategic Planning, Budgets, Portfolio Management, Process Improvement, Accounting, Mergers, Team Building, Risk Management, Leadership, Underwriting, Loans, Corporate Finance, Forecasting, Analysis, Commercial Lending, Microsoft Excel, Medicare, Revenue Cycle, Healthcare Management, Contract Negotiation, Financial Accounting, Hospitals, Asset Management, Accounts Receivable, Executive Management, Internal Controls, Insurance, Private Equity, Real Estate
Education
University of Alabama 2001 — 2005
BS, Finance
Southwest LTC January 2015 - Present
Southwest LTC June 2011 - December 2014
CapitalSource September 2008 - June 2011
CapitalSource August 2007 - September 2008
Medical Properties Trust June 2005 - August 2007
Skills
Financial Analysis, Finance, Financial Modeling, Due Diligence, Valuation, Credit Analysis, Credit, Management, Healthcare, Financial Reporting, Strategic Planning, Budgets, Portfolio Management, Process Improvement, Accounting, Mergers, Team Building, Risk Management, Leadership, Underwriting, Loans, Corporate Finance, Forecasting, Analysis, Commercial Lending, Microsoft Excel, Medicare, Revenue Cycle, Healthcare Management, Contract Negotiation, Financial Accounting, Hospitals, Asset Management, Accounts Receivable, Executive Management, Internal Controls, Insurance, Private Equity, Real Estate
Education
University of Alabama 2001 — 2005
BS, Finance
Debbie Harold Debbie Harold's CapitalSource Experience August 2010 - May 2013
Job Business Development Officer at TD Bank
Industry Financial Services
Experience
TD Bank Healthcare Practice Solutions Group January 2015 - Present
TD Bank January 2015 - Present
CapitalSource August 2010 - May 2013
Fairmont Battery Wharf 2009 - 2010
GE Healthcare Financial Services (formerly HPSC) May 2006 - January 2009
HPSC 1999 - 2006
Coldwell Banker January 1996 - February 1999
Skills
Sales Management, New Business Development, Microsoft Word, Financial Analysis, Salesforce.com, Sales, Account Management, Customer Service, Direct Sales, Finance, Mergers & Acquisitions, Mortgage Lending, Credit, Loans, Strategic Planning, Business Development, Commercial Lending, Relationship Management, Banking, Business Planning, Sales Process, Leadership, Selling, Cold Calling, CRM, Team Building, Healthcare, Sales Operations, Negotiation, B2B, Marketing, Strategic Partnerships, Sales Presentations, Management
Education
University of Massachusetts Boston 1972 — 1976
BA, Journalism
TD Bank Healthcare Practice Solutions Group January 2015 - Present
TD Bank January 2015 - Present
CapitalSource August 2010 - May 2013
Fairmont Battery Wharf 2009 - 2010
GE Healthcare Financial Services (formerly HPSC) May 2006 - January 2009
HPSC 1999 - 2006
Coldwell Banker January 1996 - February 1999
Skills
Sales Management, New Business Development, Microsoft Word, Financial Analysis, Salesforce.com, Sales, Account Management, Customer Service, Direct Sales, Finance, Mergers & Acquisitions, Mortgage Lending, Credit, Loans, Strategic Planning, Business Development, Commercial Lending, Relationship Management, Banking, Business Planning, Sales Process, Leadership, Selling, Cold Calling, CRM, Team Building, Healthcare, Sales Operations, Negotiation, B2B, Marketing, Strategic Partnerships, Sales Presentations, Management
Education
University of Massachusetts Boston 1972 — 1976
BA, Journalism
Robert Brouillette Robert Brouillette's CapitalSource Experience September 2014 - Present
Job Account Executive at CapitalSource
Industry Financial Services
Experience
CapitalSource September 2014 - Present
Chatel Real Estate June 2014 - August 2014
Gordon Biersch Brewery Restaurant May 2012 - December 2013
University of Maryland Dining Services March 2011 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Finance, General
Colonel Zadok A. Magruder High School 2006 — 2010
High School, General
CapitalSource September 2014 - Present
Chatel Real Estate June 2014 - August 2014
Gordon Biersch Brewery Restaurant May 2012 - December 2013
University of Maryland Dining Services March 2011 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML
Education
University of Maryland College Park 2010 — 2014
Bachelor's Degree, Finance, General
Colonel Zadok A. Magruder High School 2006 — 2010
High School, General
Tom Welch Tom Welch's CapitalSource Experience August 2007 - April 2009
Job Investment Professional at Victory Park Capital
Industry Venture Capital & Private Equity
Experience
Victory Park Capital Advisors November 2009 - Present
CapitalSource August 2007 - April 2009
Education
University of Illinois 2001 — 2005
Victory Park Capital Advisors November 2009 - Present
CapitalSource August 2007 - April 2009
Education
University of Illinois 2001 — 2005
Stephanie Ananfack, CFE Stephanie Ananfack, CFE's CapitalSource Experience January 2012 - February 2012
Job Accountant
Industry Accounting
Experience
Raffa, PC October 2013 - Present
Special Olympics January 2013 - October 2013
Shiloh Baptist Church May 2012 - December 2012
CapitalSource January 2012 - February 2012
EntreMed November 2006 - February 2010
New Travel King June 2005 - October 2006
Skills
Account Reconciliation, Financial Statements, Asset Managment, General Ledger, Journal Entries, Accounts Payable, Fixed Assets, Payroll, GAAP, Accruals, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley, Financial Accounting, Mas 90, Financial Analysis, Tax, Expenses, Sarbanes-Oxley Act, US GAAP, QuickBooks, Accounts Receivable, Tax Preparation, Tax Returns, Year End Accounts, Cash Flow, Variance Analysis, Revenue Recognition, Managerial Finance, Accounting, Auditing, Invoicing
Education
University of Maryland College Park 2002 — 2005
B.S., Finance
Raffa, PC October 2013 - Present
Special Olympics January 2013 - October 2013
Shiloh Baptist Church May 2012 - December 2012
CapitalSource January 2012 - February 2012
EntreMed November 2006 - February 2010
New Travel King June 2005 - October 2006
Skills
Account Reconciliation, Financial Statements, Asset Managment, General Ledger, Journal Entries, Accounts Payable, Fixed Assets, Payroll, GAAP, Accruals, Bank Reconciliation, Microsoft Excel, Sarbanes-Oxley, Financial Accounting, Mas 90, Financial Analysis, Tax, Expenses, Sarbanes-Oxley Act, US GAAP, QuickBooks, Accounts Receivable, Tax Preparation, Tax Returns, Year End Accounts, Cash Flow, Variance Analysis, Revenue Recognition, Managerial Finance, Accounting, Auditing, Invoicing
Education
University of Maryland College Park 2002 — 2005
B.S., Finance
Brian Misenheimer Brian Misenheimer's CapitalSource Experience July 2012 - October 2013
Job Senior Vice President
Industry Banking
Experience
National Cooperative Bank January 2015 - Present
TD November 2013 - January 2015
CapitalSource July 2012 - October 2013
CIT Small Business Lending April 2010 - July 2012
National Cooperative Bank June 2002 - December 2009
Farmers & Mechanics Bank December 2001 - May 2002
Bank of America June 2000 - December 2001
Skills
Loans, Small Business Lending, Credit, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Underwriting, Portfolio Management, Financial Analysis, Mortgage Lending, Risk Management, Finance, Strategic Planning, Negotiation
Education
University of North Carolina at Greensboro 1995 — 1999
B.S., Marketing/Management
West Caldwell
National Cooperative Bank January 2015 - Present
TD November 2013 - January 2015
CapitalSource July 2012 - October 2013
CIT Small Business Lending April 2010 - July 2012
National Cooperative Bank June 2002 - December 2009
Farmers & Mechanics Bank December 2001 - May 2002
Bank of America June 2000 - December 2001
Skills
Loans, Small Business Lending, Credit, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Underwriting, Portfolio Management, Financial Analysis, Mortgage Lending, Risk Management, Finance, Strategic Planning, Negotiation
Education
University of North Carolina at Greensboro 1995 — 1999
B.S., Marketing/Management
West Caldwell
Adam Wolgamot Adam Wolgamot's CapitalSource Experience September 2012 - Present
Job AVP, Loan Officer at CapitalSource
Industry Accounting
Experience
CapitalSource September 2012 - Present
Panasonic Automotive Systems July 2010 - August 2012
Panasonic Automotive Systems May 2009 - July 2010
Panasonic Automotive Systems October 2008 - May 2009
Panasonic Automotive Systems June 2007 - October 2008
Archer Daniels Midland Company January 2007 - June 2007
Archer Daniels Midland Company January 2006 - December 2006
Archer Daniels Midland Company December 2004 - December 2005
Skills
Financial Analysis, Accounting, Forecasting, Corporate Budgeting, Building Relationships, Communication Skills, Financial Accounting, Cost Accounting, Ad Hoc Reporting
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Agricultural Accounting
CapitalSource September 2012 - Present
Panasonic Automotive Systems July 2010 - August 2012
Panasonic Automotive Systems May 2009 - July 2010
Panasonic Automotive Systems October 2008 - May 2009
Panasonic Automotive Systems June 2007 - October 2008
Archer Daniels Midland Company January 2007 - June 2007
Archer Daniels Midland Company January 2006 - December 2006
Archer Daniels Midland Company December 2004 - December 2005
Skills
Financial Analysis, Accounting, Forecasting, Corporate Budgeting, Building Relationships, Communication Skills, Financial Accounting, Cost Accounting, Ad Hoc Reporting
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Agricultural Accounting
Dawn Beall Dawn Beall's CapitalSource Experience April 2010 - Present
Job Closing Manager at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource April 2010 - Present
CIT Small Business Lending Corporation February 2008 - October 2009
CIT April 2006 - February 2008
CIT Small Business Lending Corpotation May 2001 - April 2006
Skills
Loans, Commercial Mortgages, Commercial Lending, Banking, Cash Management, Commercial Banking, Construction Loans, Credit, Credit Analysis, Funding, Leadership, Loan Origination, Management, Mortgage Lending, Operations Management, Portfolio Management, Real Estate Financing, Refinance, Risk Management, SBA, Sales, Small Business Lending, Software Documentation, Underwriting, Financial Structuring, Asset Based Lending, Lines Of Credit, Mortgage Banking, Real Estate Economics, Loan Servicing, Credit Risk
Education
University of Colorado at Denver 2006 — 2011
Master of Science, Organizational Management
University of Colorado Denver 1995 — 1998
Bachelor of Science, Business Management
CapitalSource April 2010 - Present
CIT Small Business Lending Corporation February 2008 - October 2009
CIT April 2006 - February 2008
CIT Small Business Lending Corpotation May 2001 - April 2006
Skills
Loans, Commercial Mortgages, Commercial Lending, Banking, Cash Management, Commercial Banking, Construction Loans, Credit, Credit Analysis, Funding, Leadership, Loan Origination, Management, Mortgage Lending, Operations Management, Portfolio Management, Real Estate Financing, Refinance, Risk Management, SBA, Sales, Small Business Lending, Software Documentation, Underwriting, Financial Structuring, Asset Based Lending, Lines Of Credit, Mortgage Banking, Real Estate Economics, Loan Servicing, Credit Risk
Education
University of Colorado at Denver 2006 — 2011
Master of Science, Organizational Management
University of Colorado Denver 1995 — 1998
Bachelor of Science, Business Management
Zi Tan Zi Tan's CapitalSource Experience September 2011 - August 2013
Job Account Executive at CapitalSource
Industry Financial Services
Experience
Korean Ministry of Education August 2013 - August 2014
CapitalSource September 2011 - August 2013
Skills
PowerPoint, Loans, Credit, Financial Analysis, Accounting, Financial Modeling, Banking, Portfolio Management, Research, Microsoft Word, Data Analysis, Sales, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting
Korean Ministry of Education August 2013 - August 2014
CapitalSource September 2011 - August 2013
Skills
PowerPoint, Loans, Credit, Financial Analysis, Accounting, Financial Modeling, Banking, Portfolio Management, Research, Microsoft Word, Data Analysis, Sales, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting
Sean Wignall Sean Wignall's CapitalSource Experience April 2014 - Present
Job Analyst at CapitalSource
Industry Banking
Experience
CapitalSource April 2014 - Present
NorthStar Realty Finance Corp. July 2013 - April 2014
CoStar Group February 2013 - July 2013
Ocean Properties May 2008 - September 2011
Skills
Financial Analysis, Finance, Business Development, Commercial Real Estate, Leadership, Valuation, Forecasting, Sales Management, Underwriting, Financial Modeling, Due Diligence, Loans, Budgets, Microsoft Excel, Investments, Analysis, Asset Management, Real Estate, Originations, Financial Services, Credit Risk Management, Cash Flow Forecasting, Microsoft Office, Equity Valuation, Data Analysis, Portfolio Management, Construction Monitoring, Property Improvement..., Construction Finance, Commercial Lending, Multi-family Investments, Management, Credit, Economics
Education
University of Maine 2007 — 2011
BS, Business Management and Administration
CapitalSource April 2014 - Present
NorthStar Realty Finance Corp. July 2013 - April 2014
CoStar Group February 2013 - July 2013
Ocean Properties May 2008 - September 2011
Skills
Financial Analysis, Finance, Business Development, Commercial Real Estate, Leadership, Valuation, Forecasting, Sales Management, Underwriting, Financial Modeling, Due Diligence, Loans, Budgets, Microsoft Excel, Investments, Analysis, Asset Management, Real Estate, Originations, Financial Services, Credit Risk Management, Cash Flow Forecasting, Microsoft Office, Equity Valuation, Data Analysis, Portfolio Management, Construction Monitoring, Property Improvement..., Construction Finance, Commercial Lending, Multi-family Investments, Management, Credit, Economics
Education
University of Maine 2007 — 2011
BS, Business Management and Administration
Andrew Rice Andrew Rice's CapitalSource Experience December 2011 - May 2013
Job Account Manager
Industry Computer Software
Experience
Nanigans January 2014 - Present
Nanigans October 2013 - December 2014
Startup Institute June 2013 - August 2013
CapitalSource December 2011 - May 2013
Boston Celtics September 2009 - December 2011
Boston Celtics March 2005 - September 2009
Boston Celtics June 2004 - March 2005
Skills
Sports Marketing, Finance, Accounting, Office Management, Sales, Commercial Banking, Loan Origination, Business Development, Manage Client...
Education
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (B.S.), Business Management
Ashland High School
Nanigans January 2014 - Present
Nanigans October 2013 - December 2014
Startup Institute June 2013 - August 2013
CapitalSource December 2011 - May 2013
Boston Celtics September 2009 - December 2011
Boston Celtics March 2005 - September 2009
Boston Celtics June 2004 - March 2005
Skills
Sports Marketing, Finance, Accounting, Office Management, Sales, Commercial Banking, Loan Origination, Business Development, Manage Client...
Education
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (B.S.), Business Management
Ashland High School
Sam Zabala Sam Zabala's CapitalSource Experience 2006 - 2008
Job Managing Director Capital Advisory Services at Eastern Consolidated
Industry Real Estate
Experience
Eastern Consolidated May 2015 - Present
Prospect Capital Group - Real Estate 2008 - 2015
CapitalSource 2006 - 2008
PB Capital 2003 - 2006
Tishman Speyer 2000 - 2003
Skills
Real Estate Finance, Real Estate, Real Estate Investment, Real Estate Financing, Investment Properties, Real Estate Economics, Investments, Real Estate Transactions, Loans, Financial Modeling, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Tufts University 1992 — 1996
BA, Economics & International Relations
Eastern Consolidated May 2015 - Present
Prospect Capital Group - Real Estate 2008 - 2015
CapitalSource 2006 - 2008
PB Capital 2003 - 2006
Tishman Speyer 2000 - 2003
Skills
Real Estate Finance, Real Estate, Real Estate Investment, Real Estate Financing, Investment Properties, Real Estate Economics, Investments, Real Estate Transactions, Loans, Financial Modeling, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Tufts University 1992 — 1996
BA, Economics & International Relations
Jeffrey Hassler, CPA Jeffrey Hassler, CPA's CapitalSource Experience 2007 - 2010
Job Director of Financial Analysis at Starline Inc.
Industry Printing
Experience
Starline Inc. July 2015 - Present
Starline Inc. June 2012 - July 2015
The Hanover Insurance Group 2011 - June 2012
PCB Piezotronics 2010 - 2011
CapitalSource 2007 - 2010
Lumsden & McCormick, LLP 2005 - 2007
M&T Bank 2002 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Auditing, Accounts Receivable, Finance, Budgets, Analysis, GAAP, Cash Flow, Financial Statements, Microsoft Excel, Credit Risk, Inventory Management, Loans
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Registered Accounting Program
Starline Inc. July 2015 - Present
Starline Inc. June 2012 - July 2015
The Hanover Insurance Group 2011 - June 2012
PCB Piezotronics 2010 - 2011
CapitalSource 2007 - 2010
Lumsden & McCormick, LLP 2005 - 2007
M&T Bank 2002 - 2005
Skills
Financial Analysis, Account Reconciliation, Accounting, Auditing, Accounts Receivable, Finance, Budgets, Analysis, GAAP, Cash Flow, Financial Statements, Microsoft Excel, Credit Risk, Inventory Management, Loans
Education
State University of New York at Buffalo 2001 — 2005
Bachelor of Science (B.S.), Registered Accounting Program
John L. Corliss John L. Corliss's CapitalSource Experience 2003 - 2005
Job
Industry Venture Capital & Private Equity
Experience
J Corliss Advisory 2015 - Present
Boreal Genomics 2011 - 2014
Agilent Technologies 2008 - 2011
Agilent Technologies 2006 - 2008
Synopsys Inc 2005 - 2006
CapitalSource 2003 - 2005
William Blair & Company 2000 - 2003
Skills
Mergers, Due Diligence, Valuation, Strategy, Start-ups, Corporate Development, Investments, Business Development, Equities, Risk Management, Finance, Market Research, LBO, Financial Modeling, Analysis, Contract Negotiation, Corporate Finance, Venture Capital, Leadership, Private Equity, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Entrepreneurship, Competitive Analysis, Management, Executive Management, Financial Analysis, Acquisition Integration, M&A experience, Restructuring, Divestitures, Investment Banking, IPO, Administration, Supply Chain, IT Management, Manufacturing, Life Sciences, Operations Management, Product Development
Education
University of Pennsylvania - The Wharton School
MBA
University of Chicago
BA, Economics
J Corliss Advisory 2015 - Present
Boreal Genomics 2011 - 2014
Agilent Technologies 2008 - 2011
Agilent Technologies 2006 - 2008
Synopsys Inc 2005 - 2006
CapitalSource 2003 - 2005
William Blair & Company 2000 - 2003
Skills
Mergers, Due Diligence, Valuation, Strategy, Start-ups, Corporate Development, Investments, Business Development, Equities, Risk Management, Finance, Market Research, LBO, Financial Modeling, Analysis, Contract Negotiation, Corporate Finance, Venture Capital, Leadership, Private Equity, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Entrepreneurship, Competitive Analysis, Management, Executive Management, Financial Analysis, Acquisition Integration, M&A experience, Restructuring, Divestitures, Investment Banking, IPO, Administration, Supply Chain, IT Management, Manufacturing, Life Sciences, Operations Management, Product Development
Education
University of Pennsylvania - The Wharton School
MBA
University of Chicago
BA, Economics
Katie Molinski's CapitalSource Experience May 2013 - June 2015
Job
Industry Real Estate
Experience
CapitalSource May 2013 - June 2015
Morgan Stanley December 2012 - May 2013
DeFrehn Consulting January 2012 - May 2012
Blue Cross and Blue Shield Association June 2010 - December 2010
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
CapitalSource May 2013 - June 2015
Morgan Stanley December 2012 - May 2013
DeFrehn Consulting January 2012 - May 2012
Blue Cross and Blue Shield Association June 2010 - December 2010
Education
University of Maryland College Park
Bachelor of Arts (BA), Economics
Matt Ferentinos Matt Ferentinos's CapitalSource Experience June 2015 - Present
Job Account Executive at CapitalSource
Industry Banking
Experience
CapitalSource June 2015 - Present
ISS Institutional Shareholder Services December 2014 - Present
Kicks Karate February 2012 - Present
Skills
Public Speaking, Microsoft Office, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Facebook
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2012 — 2014
CapitalSource June 2015 - Present
ISS Institutional Shareholder Services December 2014 - Present
Kicks Karate February 2012 - Present
Skills
Public Speaking, Microsoft Office, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Teamwork, Time Management, Facebook
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2012 — 2014
Sean C. Canahuate's CapitalSource Experience May 2010 - August 2010
Job Senior Associate at Strategy&
Industry Financial Services
Experience
Strategy&, part of the PwC network June 2015 - Present
PwC Consulting June 2014 - June 2015
PwC Consulting August 2011 - June 2014
New Markets Venture Partners August 2010 - May 2011
CapitalSource May 2010 - August 2010
Skills
Financial Modeling, Financial Services, Finance, Strategy, Management Consulting, Financial Analysis, Valuation, Capital Markets, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
Strategy&, part of the PwC network June 2015 - Present
PwC Consulting June 2014 - June 2015
PwC Consulting August 2011 - June 2014
New Markets Venture Partners August 2010 - May 2011
CapitalSource May 2010 - August 2010
Skills
Financial Modeling, Financial Services, Finance, Strategy, Management Consulting, Financial Analysis, Valuation, Capital Markets, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Investments
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
B.S., Finance
Joshua Hupp's CapitalSource Experience May 2014 - August 2014
Job Manager at EDEN Lounge IC
Industry Financial Services
Experience
EDEN Lounge IC June 2015 - Present
EDEN Lounge IC October 2013 - Present
CapitalSource May 2014 - August 2014
EDEN Lounge IC October 2013 - May 2014
Hupp Information Technology May 2013 - August 2013
ER Fitness Inc May 2010 - August 2012
Skills
Management, Public Speaking, Leadership, Finance, Bartending, Security, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sports Coaching, Guitar Playing, Music, Time Management, Customer Service, Teamwork
Education
University of Iowa 2011 — 2015
Finance, General, Senior
Sacred Heart Griffin High School 2007 — 2011
EDEN Lounge IC June 2015 - Present
EDEN Lounge IC October 2013 - Present
CapitalSource May 2014 - August 2014
EDEN Lounge IC October 2013 - May 2014
Hupp Information Technology May 2013 - August 2013
ER Fitness Inc May 2010 - August 2012
Skills
Management, Public Speaking, Leadership, Finance, Bartending, Security, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Sports Coaching, Guitar Playing, Music, Time Management, Customer Service, Teamwork
Education
University of Iowa 2011 — 2015
Finance, General, Senior
Sacred Heart Griffin High School 2007 — 2011
LaToshia Hammons LaToshia Hammons's CapitalSource Experience August 2006 - May 2007
Job Senior Analyst
Industry Financial Services
Experience
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
Scott O'Connell's CapitalSource Experience 2006 - 2008
Job NetSuite
Industry Computer Software
Experience
NetSuite, Private Equity Services July 2015 - Present
Adsensa Ltd August 2014 - July 2015
Ansarada April 2013 - July 2014
Barclays Capital July 2011 - April 2013
Barclays Capital June 2010 - August 2010
DSI Renal, Inc May 2009 - August 2009
CapitalSource 2006 - 2008
J.P. Morgan 2005 - 2006
Skills
Investment Banking, Accounting, Healthcare, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Corporate Finance, Private Equity, Business Development, Equities, Finance, Strategic Financial..., Strategic Planning, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Concentration in Finance, Accounting, Strategy
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science in Finance
University of Delaware 2001 — 2005
Bachelors, Finance, Management Information Systems
NetSuite, Private Equity Services July 2015 - Present
Adsensa Ltd August 2014 - July 2015
Ansarada April 2013 - July 2014
Barclays Capital July 2011 - April 2013
Barclays Capital June 2010 - August 2010
DSI Renal, Inc May 2009 - August 2009
CapitalSource 2006 - 2008
J.P. Morgan 2005 - 2006
Skills
Investment Banking, Accounting, Healthcare, Valuation, Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Corporate Finance, Private Equity, Business Development, Equities, Finance, Strategic Financial..., Strategic Planning, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Concentration in Finance, Accounting, Strategy
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master of Science in Finance
University of Delaware 2001 — 2005
Bachelors, Finance, Management Information Systems
Izabella Galustyan's CapitalSource Experience February 2006 - February 2008
Job VP, Senior Loan Officer at CapitalSource Bank
Industry Banking
Experience
CapitalSource Bank February 2011 - Present
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank February 2008 - February 2010
CapitalSource February 2006 - February 2008
CapitalSource August 2005 - February 2006
Skills
Management, Loan Origination, Commercial Lending, Loans, Underwriting, Credit, Asset Based Lending, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Banking, Finance, Banking, Valuation, Asset Managment, Risk Management, Real Estate, Investments, Real Estate Economics, Foreclosures, Workout, Multi Family Properties, REO, Financial Modeling, OREO, Asset Management, Due Diligence, Small Business Lending, Credit Risk, Structured Finance, Financial Structuring, Real Estate Financing, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business
Finance, Marketing
CapitalSource Bank February 2011 - Present
CapitalSource Bank February 2010 - February 2011
CapitalSource Bank February 2008 - February 2010
CapitalSource February 2006 - February 2008
CapitalSource August 2005 - February 2006
Skills
Management, Loan Origination, Commercial Lending, Loans, Underwriting, Credit, Asset Based Lending, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Banking, Finance, Banking, Valuation, Asset Managment, Risk Management, Real Estate, Investments, Real Estate Economics, Foreclosures, Workout, Multi Family Properties, REO, Financial Modeling, OREO, Asset Management, Due Diligence, Small Business Lending, Credit Risk, Structured Finance, Financial Structuring, Real Estate Financing, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business
Finance, Marketing
Adam Ortega's CapitalSource Experience May 2007 - December 2008
Job Senior Vice President at Mesirow Financial Consulting, LLC
Industry Financial Services
Experience
Mesirow Financial March 2009 - Present
CapitalSource May 2007 - December 2008
KPMG LLP 2003 - 2007
DoveBid Valuation Services 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2002
Skills
Finance, Due Diligence, Valuation, Financial Modeling, Business Valuation, Leveraged Finance, Financial Analysis, Underwriting, Investments, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
University of Notre Dame 1995 — 1999
University of Notre Dame 1995 — 1999
Finance
Green River High School
Mesirow Financial March 2009 - Present
CapitalSource May 2007 - December 2008
KPMG LLP 2003 - 2007
DoveBid Valuation Services 2002 - 2003
PricewaterhouseCoopers LLP 1999 - 2002
Skills
Finance, Due Diligence, Valuation, Financial Modeling, Business Valuation, Leveraged Finance, Financial Analysis, Underwriting, Investments, Private Equity, Corporate Finance, Capital Markets, Mergers & Acquisitions
Education
University of Notre Dame 1995 — 1999
University of Notre Dame 1995 — 1999
Finance
Green River High School
Tom Ewers Tom Ewers's CapitalSource Experience March 2003 - October 2007
Job Vice President at Sandy Spring Bank
Industry Banking
Experience
Sandy Spring Bank November 2007 - Present
CapitalSource March 2003 - October 2007
Fremont Investment and Loan 1999 - 2003
Inside Mortgage Fianance Publications 1996 - 1999
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Loans, Credit, Team Building, Underwriting, Loan Origination, Banking, Portfolio Management, Asset Management, Small Business Lending
Education
University of Maryland College Park 1984 — 1989
Gonzaga College High School 1980 — 1984
Sandy Spring Bank November 2007 - Present
CapitalSource March 2003 - October 2007
Fremont Investment and Loan 1999 - 2003
Inside Mortgage Fianance Publications 1996 - 1999
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Loans, Credit, Team Building, Underwriting, Loan Origination, Banking, Portfolio Management, Asset Management, Small Business Lending
Education
University of Maryland College Park 1984 — 1989
Gonzaga College High School 1980 — 1984
Patrick Coffey Patrick Coffey's CapitalSource Experience January 2003 - July 2011
Job Managing Director
Industry Financial Services
Experience
Capital One July 2011 - Present
CapitalSource January 2003 - July 2011
Brobeck, Phleger & Harrison 2000 - 2003
Pillsbury Winthrop Shaw Pittman 1998 - 2000
Education
Vanderbilt University Law School 1995 — 1998
J.D.
University of Maryland College Park 1989 — 1993
B.S., Accounting
Capital One July 2011 - Present
CapitalSource January 2003 - July 2011
Brobeck, Phleger & Harrison 2000 - 2003
Pillsbury Winthrop Shaw Pittman 1998 - 2000
Education
Vanderbilt University Law School 1995 — 1998
J.D.
University of Maryland College Park 1989 — 1993
B.S., Accounting
Peter Chenson Peter Chenson's CapitalSource Experience June 2007 - December 2009
Job Director of Marketing at International Tool Machines (Precision CNC Grinding Machines)
Industry Machinery
Experience
International Tool Machines January 2010 - Present
CapitalSource June 2007 - December 2009
CapitalSource November 2003 - June 2007
CalFirst Lease October 1999 - November 2003
Skills
HSS, Manufacturing, Automotive, New Business Development, Forecasting, Market Research, Marketing, Sales, Account Management, Management, Negotiation, Team Leadership, Parts, Pricing, Microsoft Office, PowerPoint, Proposal Writing, Market Analysis, Networking, Outlook, Teamwork, Business Development, CRM, Grinding, Cnc, Budgets, Product Development, Machinery, Automation, Milling, CNC
Education
University of California, Irvine 1996 — 2000
2000, Economics, with Minor in Management
International Tool Machines January 2010 - Present
CapitalSource June 2007 - December 2009
CapitalSource November 2003 - June 2007
CalFirst Lease October 1999 - November 2003
Skills
HSS, Manufacturing, Automotive, New Business Development, Forecasting, Market Research, Marketing, Sales, Account Management, Management, Negotiation, Team Leadership, Parts, Pricing, Microsoft Office, PowerPoint, Proposal Writing, Market Analysis, Networking, Outlook, Teamwork, Business Development, CRM, Grinding, Cnc, Budgets, Product Development, Machinery, Automation, Milling, CNC
Education
University of California, Irvine 1996 — 2000
2000, Economics, with Minor in Management
Edward Smotkin Edward Smotkin's CapitalSource Experience August 2015 - Present
Job Senior Accountant at E & Y
Industry Accounting
Experience
CapitalSource August 2015 - Present
CapitalSource July 2013 - Present
E & Y September 2012 - May 2013
Ernst & Young September 2010 - September 2012
Aflac January 2009 - September 2010
Aronson LLC June 2008 - August 2008
Wiley Rein LLP June 2007 - August 2008
Wow Cow May 2004 - September 2006
Skills
Accounting, Auditing, Excel, Word, PowerPoint, Marketing, Team Building, Microsoft Excel, Sales, Banking, Time Management, Insurance, Management, Financial Analysis, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2010
Accounting, Marketing
CapitalSource August 2015 - Present
CapitalSource July 2013 - Present
E & Y September 2012 - May 2013
Ernst & Young September 2010 - September 2012
Aflac January 2009 - September 2010
Aronson LLC June 2008 - August 2008
Wiley Rein LLP June 2007 - August 2008
Wow Cow May 2004 - September 2006
Skills
Accounting, Auditing, Excel, Word, PowerPoint, Marketing, Team Building, Microsoft Excel, Sales, Banking, Time Management, Insurance, Management, Financial Analysis, Portfolio Management
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2010
Accounting, Marketing
Clete Bernhardt Clete Bernhardt's CapitalSource Experience July 2004 - February 2006
Job President at Real Project Capital
Industry Real Estate
Experience
Real Project Capital February 2013 - Present
Commercial Mortgage Advisors (CMA) January 2009 - December 2012
Connaught Real Estate Finance LLC April 2006 - September 2008
CapitalSource July 2004 - February 2006
CIG International 2003 - 2004
Record Convergence 1983 - 1991
Skills
Real Estate Financing, Asset Management, Mezzanine, Real Estate Finance, Loans, Preferred Equity, Mortgage Underwriting, Structured Finance, Asset Managment, Real Estate Economics, Portfolio Management, Investments, Commercial Real Estate, Due Diligence, Financial Modeling, Commercial Mortgages, Real Estate, Disposition, Preferred Stock, Real Estate Development, Valuation, Brokerage, Underwriting, Loan Origination, Funding, Mergers & Acquisitions, Credit, Refinance, CMBS, Banking, REO, Finance, Financial Structuring, Property, Acquisitions, Residential Homes, Credit Risk, Real Estate Transactions, Equities, Commercial Lending, Corporate Real Estate, Mortgage Lending, Real Estate Private..., Appraisals, Leases, Joint Ventures, Location Intelligence, Investment Properties, Dispositions
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
MARE, Real Estate
University of Oregon 1992 — 1993
BS, Finance
Real Project Capital February 2013 - Present
Commercial Mortgage Advisors (CMA) January 2009 - December 2012
Connaught Real Estate Finance LLC April 2006 - September 2008
CapitalSource July 2004 - February 2006
CIG International 2003 - 2004
Record Convergence 1983 - 1991
Skills
Real Estate Financing, Asset Management, Mezzanine, Real Estate Finance, Loans, Preferred Equity, Mortgage Underwriting, Structured Finance, Asset Managment, Real Estate Economics, Portfolio Management, Investments, Commercial Real Estate, Due Diligence, Financial Modeling, Commercial Mortgages, Real Estate, Disposition, Preferred Stock, Real Estate Development, Valuation, Brokerage, Underwriting, Loan Origination, Funding, Mergers & Acquisitions, Credit, Refinance, CMBS, Banking, REO, Finance, Financial Structuring, Property, Acquisitions, Residential Homes, Credit Risk, Real Estate Transactions, Equities, Commercial Lending, Corporate Real Estate, Mortgage Lending, Real Estate Private..., Appraisals, Leases, Joint Ventures, Location Intelligence, Investment Properties, Dispositions
Education
University of Florida - Warrington College of Business Administration 2001 — 2002
MARE, Real Estate
University of Oregon 1992 — 1993
BS, Finance
Benjamin Lehrer Benjamin Lehrer's CapitalSource Experience May 2009 - February 2010
Job Driving Stronger Business Management & Differentiated Transaction Solutions for SMBs | Founder of First Water Advisors
Industry Financial Services
Experience
First Water Advisors March 2010 - Present
CapitalSource May 2009 - February 2010
Fortress Investment Group July 2006 - May 2009
Citigroup July 2004 - June 2006
Skills
Private Equity, Investments, Fixed Income, Valuation, Financial Structuring, Due Diligence, Entrepreneurship, Alternative Investments, LBO, Hedge Funds, Financial Modeling, Financial Analysis, Investment Banking, Chartered Financial..., Structured Finance, Negotiation, Debt, Deal Structuring, Operational Planning, Corporate Finance, Performance Metrics, Metrics Reporting, Strategic Financial..., Consulting, Finance, Capital Markets, Mergers & Acquisitions, Business Strategy, Strategy, Restructuring, Strategic Planning, Business Planning, Securities, Financial Services
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Economics (Finance & Accounting)
Lamar High School
First Water Advisors March 2010 - Present
CapitalSource May 2009 - February 2010
Fortress Investment Group July 2006 - May 2009
Citigroup July 2004 - June 2006
Skills
Private Equity, Investments, Fixed Income, Valuation, Financial Structuring, Due Diligence, Entrepreneurship, Alternative Investments, LBO, Hedge Funds, Financial Modeling, Financial Analysis, Investment Banking, Chartered Financial..., Structured Finance, Negotiation, Debt, Deal Structuring, Operational Planning, Corporate Finance, Performance Metrics, Metrics Reporting, Strategic Financial..., Consulting, Finance, Capital Markets, Mergers & Acquisitions, Business Strategy, Strategy, Restructuring, Strategic Planning, Business Planning, Securities, Financial Services
Education
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (BS), Economics (Finance & Accounting)
Lamar High School
Rich Strayer Rich Strayer's CapitalSource Experience June 2013 - Present
Job AVP, Loan Officer at CapitalSource
Industry Banking
Experience
CapitalSource June 2013 - Present
CapitalSource September 2012 - June 2013
SunTrust Bank March 2006 - September 2012
Skills
Financial Analysis, Valuation, Management Consulting, Portfolio Management, Banking, Credit Analysis, Loans, Investments, Financial Modeling, Commercial Banking, Strategic Financial..., Commercial Lending, Credit, Asset Management, Credit Risk
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Concentrating in Financial Analysis and Valuation
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor, Finance
CapitalSource June 2013 - Present
CapitalSource September 2012 - June 2013
SunTrust Bank March 2006 - September 2012
Skills
Financial Analysis, Valuation, Management Consulting, Portfolio Management, Banking, Credit Analysis, Loans, Investments, Financial Modeling, Commercial Banking, Strategic Financial..., Commercial Lending, Credit, Asset Management, Credit Risk
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Concentrating in Financial Analysis and Valuation
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
Bachelor, Finance
Rob Dailey Rob Dailey's CapitalSource Experience October 2000 - Present
Job Managing Director Portfolio Management at CapitalSource Bank
Industry Financial Services
Experience
CapitalSource October 2000 - Present
Fleet Capital/Barclays Business Credit December 1992 - October 2000
Coopers & Lybrand January 1989 - December 1992
Education
University of Connecticut 1984 — 1988
BS, Accounting
CapitalSource October 2000 - Present
Fleet Capital/Barclays Business Credit December 1992 - October 2000
Coopers & Lybrand January 1989 - December 1992
Education
University of Connecticut 1984 — 1988
BS, Accounting
Benjamin Roden's CapitalSource Experience September 2014 - July 2015
Job MBA Candidate and Graduate Research Assistant at University of Denver
Industry Higher Education
Experience
University of Denver August 2015 - Present
Phi Kappa Psi Fraternity February 2014 - Present
CapitalSource September 2014 - July 2015
CapitalSource January 2014 - September 2014
CapitalSource September 2011 - January 2014
Towson Golf and Country Club June 2011 - August 2011
Phi Kappa Psi Fraternity, Pennsylvania Rho Chapter November 2009 - November 2010
Phi Kappa Psi, Pennsylvania Rho Chapter November 2008 - November 2009
Skills
Loans, Credit Analysis, Banking, Financial Analysis, Finance, Commercial Lending, Microsoft Excel, Visual Basic, Leadership
Education
University of Denver - Daniels College of Business 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
York College of Pennsylvania 2006 — 2011
Bachelor's degree, Finance
University of Denver August 2015 - Present
Phi Kappa Psi Fraternity February 2014 - Present
CapitalSource September 2014 - July 2015
CapitalSource January 2014 - September 2014
CapitalSource September 2011 - January 2014
Towson Golf and Country Club June 2011 - August 2011
Phi Kappa Psi Fraternity, Pennsylvania Rho Chapter November 2009 - November 2010
Phi Kappa Psi, Pennsylvania Rho Chapter November 2008 - November 2009
Skills
Loans, Credit Analysis, Banking, Financial Analysis, Finance, Commercial Lending, Microsoft Excel, Visual Basic, Leadership
Education
University of Denver - Daniels College of Business 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
York College of Pennsylvania 2006 — 2011
Bachelor's degree, Finance
Steven Kao's CapitalSource Experience June 2002 - March 2007
Job
Industry Internet
Experience
World Trade Financial Group July 2013 - July 2014
East West Bank October 2012 - May 2013
Marcus & Millichap August 2012 - October 2012
Citibank November 2010 - February 2012
Deutsche Bank June 2008 - August 2008
CapitalSource June 2002 - March 2007
Credit Suisse March 2000 - March 2002
Fleet Bank January 1999 - January 2000
Skills
Debt, Investment Banking, Banking, Real Estate, Financial Modeling, Corporate Finance, Valuation, Private Equity, Due Diligence, Financial Analysis, Risk Management, Leveraged Finance, Credit Analysis, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance & Global Business
Tufts University 1994 — 1998
BA, International Relations
World Trade Financial Group July 2013 - July 2014
East West Bank October 2012 - May 2013
Marcus & Millichap August 2012 - October 2012
Citibank November 2010 - February 2012
Deutsche Bank June 2008 - August 2008
CapitalSource June 2002 - March 2007
Credit Suisse March 2000 - March 2002
Fleet Bank January 1999 - January 2000
Skills
Debt, Investment Banking, Banking, Real Estate, Financial Modeling, Corporate Finance, Valuation, Private Equity, Due Diligence, Financial Analysis, Risk Management, Leveraged Finance, Credit Analysis, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance & Global Business
Tufts University 1994 — 1998
BA, International Relations
Shiraz Allidina's CapitalSource Experience July 2000 - September 2005
Job Advisor to TPG Special Situations Partners
Industry Real Estate
Experience
TPG Special Situations Partners February 2015 - Present
Bridgeway Partners, LLC December 2011 - Present
GMO October 2008 - June 2010
D. B. Zwirn & Co. July 2007 - July 2008
Miletus Capital March 2006 - February 2007
CapitalSource July 2000 - September 2005
Farallon Capital Management LLC July 1997 - June 2000
UBS June 1995 - July 1996
Skills
Mezzanine, Asset Managment, Investments, Valuation, Real Estate Economics, CMBS, Equities, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Hedge Funds, Capital Markets, Financial Structuring, Structured Finance, Financial Analysis, Real Estate Financing, Corporate Finance, Alternative Investments, Fixed Income, Finance, Real Estate, Credit, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1997
Bachelor's Degree
TPG Special Situations Partners February 2015 - Present
Bridgeway Partners, LLC December 2011 - Present
GMO October 2008 - June 2010
D. B. Zwirn & Co. July 2007 - July 2008
Miletus Capital March 2006 - February 2007
CapitalSource July 2000 - September 2005
Farallon Capital Management LLC July 1997 - June 2000
UBS June 1995 - July 1996
Skills
Mezzanine, Asset Managment, Investments, Valuation, Real Estate Economics, CMBS, Equities, Financial Modeling, Private Equity, Due Diligence, Portfolio Management, Hedge Funds, Capital Markets, Financial Structuring, Structured Finance, Financial Analysis, Real Estate Financing, Corporate Finance, Alternative Investments, Fixed Income, Finance, Real Estate, Credit, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1997
Bachelor's Degree
Marina (Baryshev) Jhaveri's CapitalSource Experience March 2005 - September 2011
Job Vice President Senior Underwriter at Love Funding Corporation
Industry Banking
Experience
Love Funding Corporation May 2012 - Present
Summit Consulting, LLC September 2011 - May 2012
CapitalSource March 2005 - September 2011
GE Healthcare Financial Services 2003 - 2005
Heller Financial 2000 - 2003
Skills
Underwriting, Asset Based Lending, Commercial Lending, Loans, Asset Management, Banking, Credit, Executive Management, Financial Risk, Due Diligence, Financial Structuring, Investments, Real Estate Financing
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (BS), Finance, General
Love Funding Corporation May 2012 - Present
Summit Consulting, LLC September 2011 - May 2012
CapitalSource March 2005 - September 2011
GE Healthcare Financial Services 2003 - 2005
Heller Financial 2000 - 2003
Skills
Underwriting, Asset Based Lending, Commercial Lending, Loans, Asset Management, Banking, Credit, Executive Management, Financial Risk, Due Diligence, Financial Structuring, Investments, Real Estate Financing
Education
University of Maryland College Park 1996 — 2000
Bachelor of Science (BS), Finance, General
Kappy Govjian's CapitalSource Experience March 2010 - April 2014
Job Financial Reporting Manager at Pacific Western Bank
Industry Banking
Experience
Pacific Western Bank April 2014 - Present
CapitalSource March 2010 - April 2014
CapitalSource Bank July 2008 - March 2010
Fremont Investment and Loan March 2005 - July 2008
Skills
Accounting
Education
University of Southern California 1991 — 1995
Pacific Western Bank April 2014 - Present
CapitalSource March 2010 - April 2014
CapitalSource Bank July 2008 - March 2010
Fremont Investment and Loan March 2005 - July 2008
Skills
Accounting
Education
University of Southern California 1991 — 1995
Dan Fazioli's CapitalSource Experience November 2008 - October 2010
Job Controller at San Diego Area Investment Firm
Industry Accounting
Experience
Tang Capital Management January 2014 - Present
Goldman, Sachs & Co June 2010 - December 2013
CapitalSource November 2008 - October 2010
American Capital Strategies January 2008 - November 2008
PricewaterhouseCoopers July 2007 - December 2007
PricewaterhouseCoopers August 2005 - June 2007
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Accounting
Tulane University - A.B. Freeman School of Business 2001 — 2003
Tang Capital Management January 2014 - Present
Goldman, Sachs & Co June 2010 - December 2013
CapitalSource November 2008 - October 2010
American Capital Strategies January 2008 - November 2008
PricewaterhouseCoopers July 2007 - December 2007
PricewaterhouseCoopers August 2005 - June 2007
Education
Tulane University - A.B. Freeman School of Business 2004 — 2005
Master of Accounting
Tulane University - A.B. Freeman School of Business 2001 — 2003
Harrison Miller's CapitalSource Experience 2005 - 2006
Job
Industry Real Estate
Experience
Gelman Management Company July 2014 - Present
WSD Capital May 2012 - July 2014
CarwashBooker.com, LLC September 2009 - August 2013
Recoup.com November 2011 - August 2012
Deals For Deeds - ACQUIRED BY RECOUP 12/2011 January 2010 - December 2011
The CIM Group August 2008 - July 2009
Eastdil Secured, LLC May 2007 - July 2007
CapitalSource 2005 - 2006
Skills
Investment Properties, Real Estate Economics, Acquisitions, Real Estate Development, Financial Modeling, Structured Finance, Valuation, Real Estate, Marketing, Market Research, Strategic Planning, Entrepreneurship, Investments, Real Estate Transactions, Due Diligence
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics
Georgetown Day School 2000 — 2004
Gelman Management Company July 2014 - Present
WSD Capital May 2012 - July 2014
CarwashBooker.com, LLC September 2009 - August 2013
Recoup.com November 2011 - August 2012
Deals For Deeds - ACQUIRED BY RECOUP 12/2011 January 2010 - December 2011
The CIM Group August 2008 - July 2009
Eastdil Secured, LLC May 2007 - July 2007
CapitalSource 2005 - 2006
Skills
Investment Properties, Real Estate Economics, Acquisitions, Real Estate Development, Financial Modeling, Structured Finance, Valuation, Real Estate, Marketing, Market Research, Strategic Planning, Entrepreneurship, Investments, Real Estate Transactions, Due Diligence
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics
Georgetown Day School 2000 — 2004
Anika S. Jones's CapitalSource Experience September 2006 - October 2008
Job Compliance and Legal Professional
Industry Financial Services
Experience
Investment Manager/ Hedge Fund September 2013 - Present
Investment Company/ Hedge Fund October 2008 - Present
CapitalSource September 2006 - October 2008
St. Jonhn's University August 2004 - August 2006
Skills
Program Management, Due Diligence, Private Equity, Microsoft Excel, Microsoft Office, Analysis, Corporate Governance, Legal Compliance, Public Speaking, Research, Legal Writing, Strategic Planning
Education
University of Maryland School of Law 2013 — 2017
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Saint John's University 2004 — 2005
Master's of Science, Sociology, Business Adminstration
Saint John's University 1999 — 2004
Bachelors, Sociology, Business Adminstration
Investment Manager/ Hedge Fund September 2013 - Present
Investment Company/ Hedge Fund October 2008 - Present
CapitalSource September 2006 - October 2008
St. Jonhn's University August 2004 - August 2006
Skills
Program Management, Due Diligence, Private Equity, Microsoft Excel, Microsoft Office, Analysis, Corporate Governance, Legal Compliance, Public Speaking, Research, Legal Writing, Strategic Planning
Education
University of Maryland School of Law 2013 — 2017
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Saint John's University 2004 — 2005
Master's of Science, Sociology, Business Adminstration
Saint John's University 1999 — 2004
Bachelors, Sociology, Business Adminstration
Jamahl Sturdivant's CapitalSource Experience October 2006 - October 2010
Job Information Technology Professional
Industry Computer Networking
Experience
Department of State November 2010 - March 2014
Sirius XM Radio Inc. December 2010 - August 2012
capitalsource October 2006 - October 2010
XM Satellite Radio May 2006 - May 2007
Affinity Network Solutions 2004 - 2006
image cafe 2000 - 2001
Education
Univerity of Maryland Baltimore County 1995 — 1999
Information Systems, Information Systems
University of Maryland Baltimore County 1995 — 1999
Bachelor of Science (B.S.), Information Systems
Department of State November 2010 - March 2014
Sirius XM Radio Inc. December 2010 - August 2012
capitalsource October 2006 - October 2010
XM Satellite Radio May 2006 - May 2007
Affinity Network Solutions 2004 - 2006
image cafe 2000 - 2001
Education
Univerity of Maryland Baltimore County 1995 — 1999
Information Systems, Information Systems
University of Maryland Baltimore County 1995 — 1999
Bachelor of Science (B.S.), Information Systems
Dan Gisser, MS's CapitalSource Experience March 2012 - March 2015
Job Principle Network Security Engineer at Sealing Technologies, Inc.
Industry Information Technology and Services
Experience
Sealing Technologies, Inc. March 2015 - Present
Pacific Western Bank April 2014 - March 2015
CapitalSource March 2012 - March 2015
CapitalSource January 2010 - March 2012
CapitalSource August 2009 - December 2009
SRA International February 2008 - December 2009
CapitalSource February 2008 - August 2009
SRA International, Inc. 2007 - February 2008
Constella Group April 2005 - 2007
Hughes Network Systems November 2000 - April 2005
Skills
Active Directory, System Administration, Networking, Microsoft Exchange, Technical Support, Help Desk Support, SCCM, Avaya, Scripting, Citrix, Powershell, Windows Server, Disaster Recovery, PGP, VMware, Laptops, Netscaler, XenMobile
Education
University of Maryland University College 2006 — 2008
MS, Information Technology Telecommunications Management
University of Maryland College Park 1996 — 2001
BS, Computer Science
Sealing Technologies, Inc. March 2015 - Present
Pacific Western Bank April 2014 - March 2015
CapitalSource March 2012 - March 2015
CapitalSource January 2010 - March 2012
CapitalSource August 2009 - December 2009
SRA International February 2008 - December 2009
CapitalSource February 2008 - August 2009
SRA International, Inc. 2007 - February 2008
Constella Group April 2005 - 2007
Hughes Network Systems November 2000 - April 2005
Skills
Active Directory, System Administration, Networking, Microsoft Exchange, Technical Support, Help Desk Support, SCCM, Avaya, Scripting, Citrix, Powershell, Windows Server, Disaster Recovery, PGP, VMware, Laptops, Netscaler, XenMobile
Education
University of Maryland University College 2006 — 2008
MS, Information Technology Telecommunications Management
University of Maryland College Park 1996 — 2001
BS, Computer Science
Katie Swegle Meyerer's CapitalSource Experience March 2007 - July 2008
Job DirectorCorporate Planning & Investor Relations at American Express
Industry Financial Services
Experience
American Express September 2013 - Present
American Express November 2011 - September 2013
American Express July 2010 - November 2011
CapitalSource March 2007 - July 2008
HFR Asset Management August 2005 - March 2007
Deloitte and Touche 2004 - 2004
Skills
Auditing, Investments, Mutual Funds, Financial Modeling, Financial Analysis, Investor Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Marketing and Finance
University of Wisconsin-Madison - School of Business 2004 — 2005
Masters, Accounting
University of Wisconsin-Madison - School of Business 2000 — 2004
Accounting
American Intercontinental University 2003 — 2003
Walt Whitman High School
American Express September 2013 - Present
American Express November 2011 - September 2013
American Express July 2010 - November 2011
CapitalSource March 2007 - July 2008
HFR Asset Management August 2005 - March 2007
Deloitte and Touche 2004 - 2004
Skills
Auditing, Investments, Mutual Funds, Financial Modeling, Financial Analysis, Investor Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Marketing and Finance
University of Wisconsin-Madison - School of Business 2004 — 2005
Masters, Accounting
University of Wisconsin-Madison - School of Business 2000 — 2004
Accounting
American Intercontinental University 2003 — 2003
Walt Whitman High School
Keith Winnacott's CapitalSource Experience October 2007 - October 2008
Job Senior Manager at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP July 2013 - Present
PricewaterhouseCoopers February 2011 - June 2013
CapitalSource Bank October 2008 - February 2011
CapitalSource October 2007 - October 2008
The Siegfried Group November 2006 - October 2007
Grant Thornton LLP 2003 - 2005
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, Tax, Due Diligence, Financial Analysis, Internal Audit, Finance, Cash Management, Financial Services, Credit, Risk Management, US GAAP, Strategy, Financial Modeling, Consolidation, CPA, Capital Markets
Education
University of Maryland College Park 1999 — 2003
Bachelor's of, Accounting
BDO USA, LLP July 2013 - Present
PricewaterhouseCoopers February 2011 - June 2013
CapitalSource Bank October 2008 - February 2011
CapitalSource October 2007 - October 2008
The Siegfried Group November 2006 - October 2007
Grant Thornton LLP 2003 - 2005
Skills
SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, Auditing, Financial Reporting, Financial Accounting, Accounting, Tax, Due Diligence, Financial Analysis, Internal Audit, Finance, Cash Management, Financial Services, Credit, Risk Management, US GAAP, Strategy, Financial Modeling, Consolidation, CPA, Capital Markets
Education
University of Maryland College Park 1999 — 2003
Bachelor's of, Accounting
Abe Kim's CapitalSource Experience August 2003 - Present
Job Senior Underwriting Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource August 2003 - Present
Education
University of Southern California 1991 — 1995
BS, Accounting
CapitalSource August 2003 - Present
Education
University of Southern California 1991 — 1995
BS, Accounting
Rashmi Das's CapitalSource Experience April 2009 - February 2010
Job Senior Financial Analyst
Industry Nonprofit Organization Management
Experience
MedImmune 2013 - Present
Discovery Communications June 2012 - December 2012
AARP September 2011 - June 2012
Legal & General America February 2010 - July 2011
CapitalSource April 2009 - February 2010
CapitalSource July 2007 - April 2009
Cambridge Associates April 2006 - June 2007
Bank of America March 2005 - March 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Forecasting, Strategic Financial..., Valuation, Alternative Investments, Accounting, Business Analysis, Cash Flow, Forecasting Models, Strategic Planning, Investment Advisory, Asset Management, Asset Allocation, Portfolio Management, Finance, Financial Reporting, Investments, Financial Planning, Budgeting, Revenue Forecasting, Competitive Strategies, Real Estate Investment, Cash Flow Management, US GAAP, Business Strategy, Scenario Analysis, Incentive Compensation..., Investment Properties, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master's Degree, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance, International Business
MedImmune 2013 - Present
Discovery Communications June 2012 - December 2012
AARP September 2011 - June 2012
Legal & General America February 2010 - July 2011
CapitalSource April 2009 - February 2010
CapitalSource July 2007 - April 2009
Cambridge Associates April 2006 - June 2007
Bank of America March 2005 - March 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Forecasting, Strategic Financial..., Valuation, Alternative Investments, Accounting, Business Analysis, Cash Flow, Forecasting Models, Strategic Planning, Investment Advisory, Asset Management, Asset Allocation, Portfolio Management, Finance, Financial Reporting, Investments, Financial Planning, Budgeting, Revenue Forecasting, Competitive Strategies, Real Estate Investment, Cash Flow Management, US GAAP, Business Strategy, Scenario Analysis, Incentive Compensation..., Investment Properties, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
Master's Degree, Finance
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Bachelor of Science, Finance, International Business
Christine Oh's CapitalSource Experience June 2012 - August 2014
Job SOX Project Manager at Pacific Western Bank
Industry Accounting
Experience
Pacific Western Bank August 2014 - Present
CapitalSource June 2012 - August 2014
KPMG LLP December 2010 - April 2012
CareMore Health Plan November 2009 - December 2010
KPMG LLP January 2007 - November 2009
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, GAAP, Financial Analysis, SEC filings, Consolidation, Financial Accounting, IFRS, XBRL, Webfilings, XBRL tagging, Peer Reviews, SEC Filings, External Audit, Internal Audit, CPA, Auditing
Education
University of California, Irvine 2001 — 2006
BA, Psychology & Social Behavior; Criminology, Law & Society; Accounting
Pacific Western Bank August 2014 - Present
CapitalSource June 2012 - August 2014
KPMG LLP December 2010 - April 2012
CareMore Health Plan November 2009 - December 2010
KPMG LLP January 2007 - November 2009
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, GAAP, Financial Analysis, SEC filings, Consolidation, Financial Accounting, IFRS, XBRL, Webfilings, XBRL tagging, Peer Reviews, SEC Filings, External Audit, Internal Audit, CPA, Auditing
Education
University of California, Irvine 2001 — 2006
BA, Psychology & Social Behavior; Criminology, Law & Society; Accounting
David Fournier's CapitalSource Experience March 2005 - November 2006
Job Director Acquisition Finance & Structuring Group at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
SunTrust Robinson Humphrey August 2013 - October 2014
SunTrust Robinson Humphrey August 2008 - August 2013
Cratos Capital Partners September 2006 - March 2008
CapitalSource March 2005 - November 2006
Fleet Capital & Bank of America Business Capital December 2002 - February 2005
Arthur Andersen & Deloitte & Touche August 1999 - December 2002
Skills
Leveraged Finance, Investment Banking, Accounting, Asset Based Lending, Structuring, Underwriting, Financial Analysis, Portfolio Management, Credit, Banking, Debt, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Financial Structuring, Corporate Finance, Asset Management, Risk Management, Due Diligence, Finance, Credit Analysis, Investments, Structured Finance
Education
University of Florida - Warrington College Of Business 1998 — 1999
Masters Degree, Accounting
University of Florida - Warrington College of Business Administration 1994 — 1998
Bachelors of Science, Accounting
SunTrust Robinson Humphrey October 2014 - Present
SunTrust Robinson Humphrey August 2013 - October 2014
SunTrust Robinson Humphrey August 2008 - August 2013
Cratos Capital Partners September 2006 - March 2008
CapitalSource March 2005 - November 2006
Fleet Capital & Bank of America Business Capital December 2002 - February 2005
Arthur Andersen & Deloitte & Touche August 1999 - December 2002
Skills
Leveraged Finance, Investment Banking, Accounting, Asset Based Lending, Structuring, Underwriting, Financial Analysis, Portfolio Management, Credit, Banking, Debt, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Financial Structuring, Corporate Finance, Asset Management, Risk Management, Due Diligence, Finance, Credit Analysis, Investments, Structured Finance
Education
University of Florida - Warrington College Of Business 1998 — 1999
Masters Degree, Accounting
University of Florida - Warrington College of Business Administration 1994 — 1998
Bachelors of Science, Accounting
Cady Codding's CapitalSource Experience April 2007 - July 2008
Job at
Industry Financial Services
Experience
Office of the Comptroller of the Currency July 2015 - Present
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - Present
CapitalSource April 2007 - July 2008
Freddie Mac November 2004 - April 2007
Freddie Mac November 2003 - November 2004
Freddie Mac July 2001 - September 2002
Simplexity June 2000 - June 2001
Time Life, Inc. August 1998 - May 2000
Bond Beebe August 1994 - August 1997
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Internal Controls, Finance, Auditing, SEC filings, Corporate Finance, Risk Management, Internal Audit, Valuation, Banking, GAAP, CPA
Education
University of San Diego 1997 — 1998
MBA, Finance and Project Management
The College of William and Mary 1989 — 1993
BS, Accounting
Office of the Comptroller of the Currency July 2015 - Present
Pacific Western Bank April 2014 - Present
CapitalSource Bank July 2008 - Present
CapitalSource April 2007 - July 2008
Freddie Mac November 2004 - April 2007
Freddie Mac November 2003 - November 2004
Freddie Mac July 2001 - September 2002
Simplexity June 2000 - June 2001
Time Life, Inc. August 1998 - May 2000
Bond Beebe August 1994 - August 1997
Skills
Accounting, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, Internal Controls, Finance, Auditing, SEC filings, Corporate Finance, Risk Management, Internal Audit, Valuation, Banking, GAAP, CPA
Education
University of San Diego 1997 — 1998
MBA, Finance and Project Management
The College of William and Mary 1989 — 1993
BS, Accounting
Jon Cummings's CapitalSource Experience April 2006 - April 2007
Job Westbrook Partners
Industry Commercial Real Estate
Experience
Westbrook Partners July 2012 - Present
Morgan Stanley June 2011 - August 2011
The JBG Companies April 2007 - June 2010
CapitalSource April 2006 - April 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Georgetown University
BA, Government
The Kent School
New Trier High School
Westbrook Partners July 2012 - Present
Morgan Stanley June 2011 - August 2011
The JBG Companies April 2007 - June 2010
CapitalSource April 2006 - April 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance
Georgetown University
BA, Government
The Kent School
New Trier High School
Nav Swamy's CapitalSource Experience January 2005 - January 2013
Job Treasurer
Industry Financial Services
Experience
Element Fleet Management July 2014 - Present
PHH Corporation January 2013 - July 2014
CapitalSource January 2005 - January 2013
MBNA 2000 - 2005
Wells Fargo 1998 - 2000
AXA Advisors 1996 - 1998
Skills
Securitization, Capital Markets, Structured Finance, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Valuation, Credit Analysis, Loans, Banking, Asset Based Lending, CMBS, Credit, Financial Analysis, Investments, Risk Management, Financial Structuring, REIT, Commercial Lending, Asset Management, Finance, Treasury, Credit Risk, ABS, Derivatives, Treasury Management, Securities, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Organizational..., Cash Flow, Financial Services, Structured Products, Bonds, Equities, Bloomberg, Executive Management, Hedge Funds, MBS, Loan Origination, Cash Management, Leveraged Finance, Alternative Investments, Management, Strategy, Funding
Education
Loyola University 1992 — 1994
MBA, Finance, Management
University of Maryland Baltimore County 1988 — 1992
BA, Economics and Finance
Element Fleet Management July 2014 - Present
PHH Corporation January 2013 - July 2014
CapitalSource January 2005 - January 2013
MBNA 2000 - 2005
Wells Fargo 1998 - 2000
AXA Advisors 1996 - 1998
Skills
Securitization, Capital Markets, Structured Finance, Financial Modeling, Portfolio Management, Fixed Income, Investment Banking, Valuation, Credit Analysis, Loans, Banking, Asset Based Lending, CMBS, Credit, Financial Analysis, Investments, Risk Management, Financial Structuring, REIT, Commercial Lending, Asset Management, Finance, Treasury, Credit Risk, ABS, Derivatives, Treasury Management, Securities, Corporate Finance, Financial Risk, Private Equity, Due Diligence, Organizational..., Cash Flow, Financial Services, Structured Products, Bonds, Equities, Bloomberg, Executive Management, Hedge Funds, MBS, Loan Origination, Cash Management, Leveraged Finance, Alternative Investments, Management, Strategy, Funding
Education
Loyola University 1992 — 1994
MBA, Finance, Management
University of Maryland Baltimore County 1988 — 1992
BA, Economics and Finance
Lynn Slanovich's CapitalSource Experience November 2007 - December 2013
Job Accounting Manager at Buffalo Sabres
Industry Financial Services
Experience
HARBORCENTER January 2014 - Present
CapitalSource November 2007 - December 2013
Lumsden & McCormick LLP October 2004 - November 2007
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Financial Reporting
Education
University of Pittsburgh 2000 — 2004
BS, Accounting
HARBORCENTER January 2014 - Present
CapitalSource November 2007 - December 2013
Lumsden & McCormick LLP October 2004 - November 2007
Skills
Financial Analysis, Financial Modeling, Credit, Credit Analysis, Financial Reporting
Education
University of Pittsburgh 2000 — 2004
BS, Accounting
Lisa Lenderman's CapitalSource Experience April 2008 - July 2010
Job Deputy General Counsel at MidCap Financial
Industry Financial Services
Experience
MidCap Financial August 2010 - Present
CapitalSource April 2008 - July 2010
Merrill Lynch Capital March 2004 - February 2008
GE Capital - Healthcare Financial Services November 2001 - February 2004
Skills
Asset Based Lending, Mezzanine, Debt, Real Estate Finance, Healthcare Industry, Leveraged Finance, Private Equity
Education
University of Baltimore 1993 — 1996
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Maryland College Park 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
MidCap Financial August 2010 - Present
CapitalSource April 2008 - July 2010
Merrill Lynch Capital March 2004 - February 2008
GE Capital - Healthcare Financial Services November 2001 - February 2004
Skills
Asset Based Lending, Mezzanine, Debt, Real Estate Finance, Healthcare Industry, Leveraged Finance, Private Equity
Education
University of Baltimore 1993 — 1996
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Maryland College Park 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Matthew Lefkowitz's CapitalSource Experience May 2005 - September 2007
Job Managing Partner at Crown Properties Inc
Industry Real Estate
Experience
Crown Properties Inc May 2011 - Present
Radar Logic Inc. September 2007 - January 2009
CapitalSource May 2005 - September 2007
Skills
Real Estate Economics, Valuation, Real Estate
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Real Estate
Tulane University 2001 — 2005
B.S, Finance
Crown Properties Inc May 2011 - Present
Radar Logic Inc. September 2007 - January 2009
CapitalSource May 2005 - September 2007
Skills
Real Estate Economics, Valuation, Real Estate
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Real Estate
Tulane University 2001 — 2005
B.S, Finance
Tom Hong's CapitalSource Experience April 2005 - December 2008
Job Independent Consultant
Industry Financial Services
Experience
OneWest Bank March 2012 - April 2013
Deutsche Bank June 2010 - August 2010
CapitalSource April 2005 - December 2008
Putnam Lovell (Subsidiary of Jefferies & Company) July 2003 - November 2004
Mercer 2001 - 2001
Education
University of Southern California - Marshall School of Business 2009 — 2011
Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
OneWest Bank March 2012 - April 2013
Deutsche Bank June 2010 - August 2010
CapitalSource April 2005 - December 2008
Putnam Lovell (Subsidiary of Jefferies & Company) July 2003 - November 2004
Mercer 2001 - 2001
Education
University of Southern California - Marshall School of Business 2009 — 2011
Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
Emilia Sclafani's CapitalSource Experience May 2015 - Present
Job Investment Associate at CapitalSource
Industry Real Estate
Experience
CapitalSource May 2015 - Present
Lowe Enterprises September 2013 - April 2015
Ernst & Young September 2011 - September 2013
Ernst & Young June 2010 - August 2010
Skills
Underwriting, Real Estate, Hotel Operations, Financial Modeling
Education
University of Southern California - Marshall School of Business 2007 — 2011
BS, Accounting
University of Southern California 2007 — 2010
BS, Accounting
CapitalSource May 2015 - Present
Lowe Enterprises September 2013 - April 2015
Ernst & Young September 2011 - September 2013
Ernst & Young June 2010 - August 2010
Skills
Underwriting, Real Estate, Hotel Operations, Financial Modeling
Education
University of Southern California - Marshall School of Business 2007 — 2011
BS, Accounting
University of Southern California 2007 — 2010
BS, Accounting
Avigayl Feinberg's CapitalSource Experience May 2002 - 2014
Job CapitalSource
Industry Financial Services
Experience
CapitalSource May 2002 - 2014
Skills
Microsoft Excel, Microsoft Office, Research, Financial Analysis, Financial Modeling, Strategic Planning, Leadership, Customer Service, Public Speaking, Finance, Budgets, Due Diligence, Event Planning, Logistics, Training, Visual Communication, Leveraged Finance, Valuation, Loans, Business Development, Credit Analysis, Asset Based Lending, Credit, Commercial Lending
Education
University of Maryland College Park 1990 — 1995
Bachelor's Degree, Art History
CapitalSource May 2002 - 2014
Skills
Microsoft Excel, Microsoft Office, Research, Financial Analysis, Financial Modeling, Strategic Planning, Leadership, Customer Service, Public Speaking, Finance, Budgets, Due Diligence, Event Planning, Logistics, Training, Visual Communication, Leveraged Finance, Valuation, Loans, Business Development, Credit Analysis, Asset Based Lending, Credit, Commercial Lending
Education
University of Maryland College Park 1990 — 1995
Bachelor's Degree, Art History
Henry Molina's CapitalSource Experience May 2012 - September 2012
Job Account Executive at CapitalSource
Industry Accounting
Experience
CapitalSource May 2012 - September 2012
CapitalSource July 2011 - April 2012
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Bachelors of Science, Accounting
CapitalSource May 2012 - September 2012
CapitalSource July 2011 - April 2012
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
Bachelors of Science, Accounting
John Robuck's CapitalSource Experience June 2003 - July 2011
Job Managing Director
Industry Financial Services
Experience
Capital One July 2011 - Present
CapitalSource June 2003 - July 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Management, Portfolio Management, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance and International Business
Capital One July 2011 - Present
CapitalSource June 2003 - July 2011
Skills
Financial Modeling, Due Diligence, Financial Analysis, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Management, Portfolio Management, Private Equity
Education
University of Maryland - Robert H. Smith School of Business
BS, Finance and International Business
Mike Sznajder's CapitalSource Experience 2007 - 2010
Job Commercial Banking Executive at Capital One
Industry
Experience
Capital One 2011 - Present
CapitalSource 2007 - 2010
CapitalSource 2003 - 2007
GE Capital Corporation / Heller Financial, Inc. 1997 - 2003
Skills
Credit Analysis, Finance, Leveraged Finance, Loans, Management, Mergers, Mergers & Acquisitions, Middle Market, Portfolio Management, Private Equity, Cash Flow Lending
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
Bachelor of Business Administration, Finance
Capital One 2011 - Present
CapitalSource 2007 - 2010
CapitalSource 2003 - 2007
GE Capital Corporation / Heller Financial, Inc. 1997 - 2003
Skills
Credit Analysis, Finance, Leveraged Finance, Loans, Management, Mergers, Mergers & Acquisitions, Middle Market, Portfolio Management, Private Equity, Cash Flow Lending
Education
University of Iowa - Henry B. Tippie College of Business 1983 — 1987
Bachelor of Business Administration, Finance
Donald Cole's CapitalSource Experience 2009 - 2011
Job Chief Financial Officer at Alliance Partners
Industry Financial Services
Experience
Alliance Partners January 2012 - Present
CapitalSource 2009 - 2011
Education
University of Virginia 1997 — 2000
Doctor of Law (JD), Law
SUNY at Buffalo 1991 — 1993
Master of Business Administration (M.B.A.), Accounting
SUNY at Buffalo 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Alliance Partners January 2012 - Present
CapitalSource 2009 - 2011
Education
University of Virginia 1997 — 2000
Doctor of Law (JD), Law
SUNY at Buffalo 1991 — 1993
Master of Business Administration (M.B.A.), Accounting
SUNY at Buffalo 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Michele Muse's CapitalSource Experience November 2007 - April 2008
Job Business Process Analyst IV at U.S. Department of State
Industry Program Development
Experience
U.S. Department of State August 2008 - Present
CapitalSource November 2007 - April 2008
FBR June 2005 - October 2007
Skills
Program Management, Project Management, Strategic Planning, Change Management, Project Planning, SQL, Process Improvement, Java, Business Analysis, Microsoft Office, Software Development, Business Process..., Government, Integration, Team Leadership, Risk Management, Microsoft Excel, Customer Service, Policy, Team Management, Data Analysis
Education
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Economics
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Criminology & Criminal Justice
U.S. Department of State August 2008 - Present
CapitalSource November 2007 - April 2008
FBR June 2005 - October 2007
Skills
Program Management, Project Management, Strategic Planning, Change Management, Project Planning, SQL, Process Improvement, Java, Business Analysis, Microsoft Office, Software Development, Business Process..., Government, Integration, Team Leadership, Risk Management, Microsoft Excel, Customer Service, Policy, Team Management, Data Analysis
Education
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Economics
University of Maryland College Park 1998 — 2003
Bachelor of Science (B.S.), Criminology & Criminal Justice
Jaime Caruso's CapitalSource Experience September 2005 - Present
Job Investment Officer at CapitalSource
Industry Financial Services
Experience
CapitalSource September 2005 - Present
Lehman Brothers 2002 - 2005
EY 1999 - 2002
Skills
Finance, Asset Based Lending, Accounting
Education
State University of New York at Albany 1995 — 1999
Bachelor's degree, Accounting
CapitalSource September 2005 - Present
Lehman Brothers 2002 - 2005
EY 1999 - 2002
Skills
Finance, Asset Based Lending, Accounting
Education
State University of New York at Albany 1995 — 1999
Bachelor's degree, Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation