CapitalSource Finance LLC
Industry: Commercial company
DescriptionHeadquarters: Chevy Chase, MD Founded: 2000 Parent organizations: CapitalSource, PacWest Banc Subsidiaries: CIG International LLC, CapitalSource Finance LLC, Asset Management Arm, CS Equity II LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCapital Source Finance LLCWebsiteDirections Saved (0) Saved Save Loan agency in New York City, New York Address: 640 5th Ave, New York, NY 10019 Phone: (212) 321-7200: : Website: : : : Place name: Category: : Hours: Website: https://www.capitalsource.com/ Category: Loan agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capital Source Finance LLC Posting publicly on the Web Write a review Reviews Be the first to review
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CapitalSource Finance LLC Employees
Employee
Years
Job
Industry
Sean Spring Sean Spring's CapitalSource Finance LLC Experience 2005 - 2006
Job Senior Vice President at Ares Management
Industry Banking
Experience
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Jason Schwartz, PMP Jason Schwartz, PMP's CapitalSource Finance LLC Experience January 2007 - January 2012
Job Senior Manager, Financial Systems; Project Manager
Industry Financial Services
Experience
XO Communications January 2012 - Present
CapitalSource Finance LLC January 2007 - January 2012
Sprint Nextel Communications April 2002 - December 2006
Sprint Nextel Communications August 2000 - April 2002
Kaiser Permanente April 1999 - August 2000
PHP Healthcare March 1998 - April 1999
McKesson (Medaphis Physician Services/AMISYS) October 1993 - January 1998
Skills
PMP, Business Intelligence, Vendor Management, Project Planning, SDLC, Financial Systems, PMO, Process Improvement, Project Management, Certified Project..., SharePoint, Requirements Analysis, Business Process..., Software Project..., Financial Reporting, Agile Methodologies, Financial Systems..., Certified Scrum Master..., Microsoft SQL Server, Tableau
Education
James Madison University 1989 — 1993
XO Communications January 2012 - Present
CapitalSource Finance LLC January 2007 - January 2012
Sprint Nextel Communications April 2002 - December 2006
Sprint Nextel Communications August 2000 - April 2002
Kaiser Permanente April 1999 - August 2000
PHP Healthcare March 1998 - April 1999
McKesson (Medaphis Physician Services/AMISYS) October 1993 - January 1998
Skills
PMP, Business Intelligence, Vendor Management, Project Planning, SDLC, Financial Systems, PMO, Process Improvement, Project Management, Certified Project..., SharePoint, Requirements Analysis, Business Process..., Software Project..., Financial Reporting, Agile Methodologies, Financial Systems..., Certified Scrum Master..., Microsoft SQL Server, Tableau
Education
James Madison University 1989 — 1993
Kirsten Studlien's CapitalSource Finance LLC Experience May 2007 - July 2008
Job Expert in Infrastructure, Public Finance, Public Private Partnerships, Specialist in Responding to Government RFPs.
Industry Real Estate
Experience
George Washington University 2013 - 2013
Washington Metropolitan Area Transit Authority 2011 - 2012
City Street Properties 2008 - 2011
CapitalSource Finance LLC May 2007 - July 2008
Anacostia Waterfront Corporation (AWC) May 2005 - May 2007
Hamilton Rabinovitz & Alschuler (HR&A) August 2002 - May 2005
Skills
Real Estate Finance &..., Public Private..., Public Finance & Tax..., Redevelopment, Urban Planning, Investment Properties, Investments, Zoning, Mixed-use, Portfolio Management, Real Estate Economics, Economics, Entitlements, Mergers, Policy Analysis, Real Estate, Finance, Real Estate Development
Education
Harvard University 1998 — 2002
Bachelor of Arts, Government
Concord Carlisle High School 1994 — 1998
High School Degree
George Washington University 2013 - 2013
Washington Metropolitan Area Transit Authority 2011 - 2012
City Street Properties 2008 - 2011
CapitalSource Finance LLC May 2007 - July 2008
Anacostia Waterfront Corporation (AWC) May 2005 - May 2007
Hamilton Rabinovitz & Alschuler (HR&A) August 2002 - May 2005
Skills
Real Estate Finance &..., Public Private..., Public Finance & Tax..., Redevelopment, Urban Planning, Investment Properties, Investments, Zoning, Mixed-use, Portfolio Management, Real Estate Economics, Economics, Entitlements, Mergers, Policy Analysis, Real Estate, Finance, Real Estate Development
Education
Harvard University 1998 — 2002
Bachelor of Arts, Government
Concord Carlisle High School 1994 — 1998
High School Degree
Manjula Dissanayake Manjula Dissanayake's CapitalSource Finance LLC Experience July 2005 - August 2010
Job Social Entrepreneur | International Development Professional
Industry International Trade and Development
Experience
Educate Lanka Foundation, Inc. 2012 - Present
Institute of Global Leadership at Tufts University June 2011 - July 2012
IFC - International Finance Corporation at World Bank May 2011 - August 2011
U.S. Department of State (Global Entrepreneurship Program) January 2011 - May 2011
Harvard Law and International Development Society (LIDS) September 2010 - January 2011
CapitalSource Finance LLC July 2005 - August 2010
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of Arts (M.A.), International Development; Social Innovation & Entrepreneurship, Board of Overseers Scholar
Harvard University Graduate School of Education 2011 — 2012
Cross-Registrant
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Cross-Registrant
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Bachelor of Science (B.S.), Finance (Honors), Cum Laude
Trinity College Kandy, Sri Lanka 1987 — 2000
Educate Lanka Foundation, Inc. 2012 - Present
Institute of Global Leadership at Tufts University June 2011 - July 2012
IFC - International Finance Corporation at World Bank May 2011 - August 2011
U.S. Department of State (Global Entrepreneurship Program) January 2011 - May 2011
Harvard Law and International Development Society (LIDS) September 2010 - January 2011
CapitalSource Finance LLC July 2005 - August 2010
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of Arts (M.A.), International Development; Social Innovation & Entrepreneurship, Board of Overseers Scholar
Harvard University Graduate School of Education 2011 — 2012
Cross-Registrant
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Cross-Registrant
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Bachelor of Science (B.S.), Finance (Honors), Cum Laude
Trinity College Kandy, Sri Lanka 1987 — 2000
Suzanne Kirchner Suzanne Kirchner's CapitalSource Finance LLC Experience January 2002 - Present
Job Senior Paralegal at CapitalSource Finance LLC
Industry
Experience
CapitalSource Finance LLC January 2002 - Present
Hogan & Hartson LLP June 1996 - January 2002
O'Melveny & Myers LLP August 1994 - May 1996
Skills
Mergers, Corporate Law, Mergers & Acquisitions, Loans, Finance, Commercial Real Estate, Securities
Education
National Center for Paralegal Training - Lawyer's Assistant Program 1993 — 1993
Paralegal Certificate, Business Transactions
Elon University 1987 — 1991
Political Science
CapitalSource Finance LLC January 2002 - Present
Hogan & Hartson LLP June 1996 - January 2002
O'Melveny & Myers LLP August 1994 - May 1996
Skills
Mergers, Corporate Law, Mergers & Acquisitions, Loans, Finance, Commercial Real Estate, Securities
Education
National Center for Paralegal Training - Lawyer's Assistant Program 1993 — 1993
Paralegal Certificate, Business Transactions
Elon University 1987 — 1991
Political Science
Darin Schmalz Darin Schmalz's CapitalSource Finance LLC Experience December 2005 - September 2007
Job
Industry Capital Markets
Experience
Maranon Capital April 2014 - Present
Fitch Ratings December 2007 - April 2014
CapitalSource Finance LLC December 2005 - September 2007
Antares Capital Corporation March 2005 - November 2005
J.P. Morgan January 2004 - March 2005
BNP Paribas March 2001 - March 2004
Skills
Capital Markets, Leveraged Finance, Financial Modeling, Valuation, LBO, Corporate Finance, Fixed Income, Investment Banking, Private Equity, Credit Analysis, Portfolio Management, Financial Analysis, Financial Structuring, Structured Finance, Investments, Loans, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2008 — 2009
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA
University of Notre Dame 1993 — 1997
BA
Maranon Capital April 2014 - Present
Fitch Ratings December 2007 - April 2014
CapitalSource Finance LLC December 2005 - September 2007
Antares Capital Corporation March 2005 - November 2005
J.P. Morgan January 2004 - March 2005
BNP Paribas March 2001 - March 2004
Skills
Capital Markets, Leveraged Finance, Financial Modeling, Valuation, LBO, Corporate Finance, Fixed Income, Investment Banking, Private Equity, Credit Analysis, Portfolio Management, Financial Analysis, Financial Structuring, Structured Finance, Investments, Loans, Hedge Funds
Education
Northwestern University - Kellogg School of Management 2008 — 2009
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA
University of Notre Dame 1993 — 1997
BA
Maria Mellis, MSRE, CCIM, CPM, RPA Maria Mellis, MSRE, CCIM, CPM, RPA's CapitalSource Finance LLC Experience March 2009 - November 2010
Job Vice President Senior Asset Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo December 2014 - Present
MMREC, LLC December 2013 - Present
North Creek Place Condo 2010 - Present
Berkeley Point Capital, LLC (formerly Deutsche Bank Mortgage Services) January 2012 - November 2013
Freddie Mac July 2011 - October 2011
Rappaport CO 2011 - 2011
CapitalSource Finance, LLC March 2009 - November 2010
CW Capital August 2005 - March 2009
Trammell Crow Company April 2000 - April 2004
Jones Lang LaSalle 1999 - 2001
Skills
Underwriting, Analysis, Hotels, Disposition, Commercial Real Estate, Due Diligence, Loans, Property, Foreclosures, Asset Managment, Property Management, Location Intelligence, Real Estate Transactions, Asset Management, Mergers, Mortgage Lending, Risk Management, Credit, Financial Analysis, Investment Properties, Investments, Corporate Real Estate, Short Sales, Industrial Engineering, Asset, Brokerage, Real Estate Development, Real Estate Economics, REO, Commercial Lending, Acquisitions, CMBS, Negotiation, Real Estate Financing, Portfolio Management, Contract Negotiation, Appraisals, Leases, Valuation, Lease Administration, Investors, Finance, Tenant, Commercial Mortgages
Education
The Johns Hopkins University - Carey Business School
MS, Real Estate Investment Management
University of Maryland College Park
BS, Business
Wells Fargo December 2014 - Present
MMREC, LLC December 2013 - Present
North Creek Place Condo 2010 - Present
Berkeley Point Capital, LLC (formerly Deutsche Bank Mortgage Services) January 2012 - November 2013
Freddie Mac July 2011 - October 2011
Rappaport CO 2011 - 2011
CapitalSource Finance, LLC March 2009 - November 2010
CW Capital August 2005 - March 2009
Trammell Crow Company April 2000 - April 2004
Jones Lang LaSalle 1999 - 2001
Skills
Underwriting, Analysis, Hotels, Disposition, Commercial Real Estate, Due Diligence, Loans, Property, Foreclosures, Asset Managment, Property Management, Location Intelligence, Real Estate Transactions, Asset Management, Mergers, Mortgage Lending, Risk Management, Credit, Financial Analysis, Investment Properties, Investments, Corporate Real Estate, Short Sales, Industrial Engineering, Asset, Brokerage, Real Estate Development, Real Estate Economics, REO, Commercial Lending, Acquisitions, CMBS, Negotiation, Real Estate Financing, Portfolio Management, Contract Negotiation, Appraisals, Leases, Valuation, Lease Administration, Investors, Finance, Tenant, Commercial Mortgages
Education
The Johns Hopkins University - Carey Business School
MS, Real Estate Investment Management
University of Maryland College Park
BS, Business
Greg Browne's CapitalSource Finance LLC Experience 2003 - 2011
Job Managing Director at Fifth Street Finance
Industry Financial Services
Experience
Fifth Street Finance 2011 - Present
CapitalSource Finance LLC 2003 - 2011
Heller Financial / GE Capital 1996 - 2003
Sanwa Business Credit Corporation 1991 - 1996
GE Capital 1989 - 1991
Lloyds Bank 1985 - 1989
Chemical Bank 1982 - 1985
Skills
Private Equity, Mergers & Acquisitions, Management, Capital Markets, Middle Market, Investments, Mezzanine, Leveraged Finance
Education
Ohio Wesleyan University 1974 — 1978
Bachelor of Arts (B.A.), Economics / Political Science
Fifth Street Finance 2011 - Present
CapitalSource Finance LLC 2003 - 2011
Heller Financial / GE Capital 1996 - 2003
Sanwa Business Credit Corporation 1991 - 1996
GE Capital 1989 - 1991
Lloyds Bank 1985 - 1989
Chemical Bank 1982 - 1985
Skills
Private Equity, Mergers & Acquisitions, Management, Capital Markets, Middle Market, Investments, Mezzanine, Leveraged Finance
Education
Ohio Wesleyan University 1974 — 1978
Bachelor of Arts (B.A.), Economics / Political Science
Brian Morris Brian Morris's CapitalSource Finance LLC Experience February 2002 - August 2011
Job Managing Director at Capital One
Industry Banking
Experience
Capital One September 2011 - Present
CapitalSource Finance LLC February 2002 - August 2011
Skills
Asset Based Lending, Asset Management, Banking, Business Strategy, Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Due Diligence, Factoring, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Investment Banking, Investments, Mergers, Loans, Mergers, Middle Market, Portfolio Management, Private Equity, Real Estate Economics, Restructuring, Risk Management, Small Business Lending, Structured Finance, Underwriting, Valuation, Venture Capital
Education
Emory University - Goizueta Business School 1995 — 1998
MBA
The George Washington University 1985 — 1989
BBA, Business
Capital One September 2011 - Present
CapitalSource Finance LLC February 2002 - August 2011
Skills
Asset Based Lending, Asset Management, Banking, Business Strategy, Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Due Diligence, Factoring, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Investment Banking, Investments, Mergers, Loans, Mergers, Middle Market, Portfolio Management, Private Equity, Real Estate Economics, Restructuring, Risk Management, Small Business Lending, Structured Finance, Underwriting, Valuation, Venture Capital
Education
Emory University - Goizueta Business School 1995 — 1998
MBA
The George Washington University 1985 — 1989
BBA, Business
Amy Heller Amy Heller's CapitalSource Finance LLC Experience 2001 - July 2011
Job SVP, Healthcare Lending at Congressional Bank
Industry Financial Services
Experience
Congressional Bank June 2013 - Present
CapitalSource July 2011 - May 2013
CapitalSource Finance, LLC 2001 - July 2011
Heller Financial 1999 - 2001
HealthCare Financial Partners 1995 - 1999
Skills
Due Diligence, Valuation, Asset Based Lending, Private Equity, Financial Modeling, Credit, Finance, Loans, Credit Analysis, Banking, Executive Management, Restructuring, Structured Finance, Capital Markets, Financial Structuring, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The George Washington University - School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Congressional Bank June 2013 - Present
CapitalSource July 2011 - May 2013
CapitalSource Finance, LLC 2001 - July 2011
Heller Financial 1999 - 2001
HealthCare Financial Partners 1995 - 1999
Skills
Due Diligence, Valuation, Asset Based Lending, Private Equity, Financial Modeling, Credit, Finance, Loans, Credit Analysis, Banking, Executive Management, Restructuring, Structured Finance, Capital Markets, Financial Structuring, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The George Washington University - School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Adam Salter's CapitalSource Finance LLC Experience 2005 - 2006
Job TPG Specialty Lending
Industry Capital Markets
Experience
TPG Special Situations Partners May 2015 - Present
Wells Fargo Capital Finance March 2010 - May 2015
GB Merchant Partners May 2007 - March 2010
CapitalSource Finance LLC 2005 - 2006
Wachovia Capital Finance July 2000 - October 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Bentley University 1996 — 2000
B.S., Finance
TPG Special Situations Partners May 2015 - Present
Wells Fargo Capital Finance March 2010 - May 2015
GB Merchant Partners May 2007 - March 2010
CapitalSource Finance LLC 2005 - 2006
Wachovia Capital Finance July 2000 - October 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Finance
Bentley University 1996 — 2000
B.S., Finance
Michelle Schuster, CPA's CapitalSource Finance LLC Experience October 2006 - May 2012
Job Director Capital Markets Accounting at Fannie Mae
Industry Financial Services
Experience
Fannie Mae May 2012 - Present
CapitalSource Finance LLC October 2006 - May 2012
PricewaterhouseCoopers 2003 - 2006
Skills
Accounting, CPA, Derivatives, Financial Analysis, Financial Modeling, SEC Filings, SEC filings, Financial Reporting, Finance
Education
Lehigh University
Fannie Mae May 2012 - Present
CapitalSource Finance LLC October 2006 - May 2012
PricewaterhouseCoopers 2003 - 2006
Skills
Accounting, CPA, Derivatives, Financial Analysis, Financial Modeling, SEC Filings, SEC filings, Financial Reporting, Finance
Education
Lehigh University
Derik Swanson's CapitalSource Finance LLC Experience February 2004 - July 2007
Job Vice President Leveraged Finance Group at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities July 2009 - February 2013
The Carlyle Group September 2008 - May 2009
Wachovia Securities, LLC June 2008 - August 2008
CapitalSource Finance LLC February 2004 - July 2007
Cambridge Associates LLC September 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance, Economics
Wells Fargo Securities March 2013 - Present
Wells Fargo Securities July 2009 - February 2013
The Carlyle Group September 2008 - May 2009
Wachovia Securities, LLC June 2008 - August 2008
CapitalSource Finance LLC February 2004 - July 2007
Cambridge Associates LLC September 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
University of Richmond - Robins School of Business 1996 — 2000
BSBA, Finance, Economics
Gretchen Gordon's CapitalSource Finance LLC Experience 2003 - 2006
Job President, Sales Team Transformation Expert, Speaker, Sales Nerd
Industry Management Consulting
Experience
Braveheart Sales Performance 2009 - Present
CIT Group 2006 - 2009
Gordon Sales Management 2003 - 2009
Responselink 2004 - 2006
CapitalSource Finance LLC 2003 - 2006
Textron Financial Corporation 2000 - 2003
KeyBank 1993 - 2000
Skills
Business Development, Selling, New Business Development, Leadership, Sales Management, Sales, Sales Process, Solution Selling, Cold Calling, Mergers & Acquisitions, B2B, Direct Sales, Sales Presentations, Mergers, Sales Operations, Team Leadership, Marketing, Coaching, Marketing Strategy, Strategic Planning, Analysis
Education
University of Florida 1981 — 1985
Bachelor of Science, Marketing
Worthington High School
Braveheart Sales Performance 2009 - Present
CIT Group 2006 - 2009
Gordon Sales Management 2003 - 2009
Responselink 2004 - 2006
CapitalSource Finance LLC 2003 - 2006
Textron Financial Corporation 2000 - 2003
KeyBank 1993 - 2000
Skills
Business Development, Selling, New Business Development, Leadership, Sales Management, Sales, Sales Process, Solution Selling, Cold Calling, Mergers & Acquisitions, B2B, Direct Sales, Sales Presentations, Mergers, Sales Operations, Team Leadership, Marketing, Coaching, Marketing Strategy, Strategic Planning, Analysis
Education
University of Florida 1981 — 1985
Bachelor of Science, Marketing
Worthington High School
Brian Crabb's CapitalSource Finance LLC Experience June 2003 - September 2009
Job
Industry Financial Services
Experience
Golub Capital October 2012 - Present
Fifth Third Bank September 2009 - October 2012
CapitalSource Finance LLC June 2003 - September 2009
GE Capital - Mezzanine Finance 2001 - 2003
Heller Financial (acquired by GE Capital) 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS
The University of Chicago
MBA
Golub Capital October 2012 - Present
Fifth Third Bank September 2009 - October 2012
CapitalSource Finance LLC June 2003 - September 2009
GE Capital - Mezzanine Finance 2001 - 2003
Heller Financial (acquired by GE Capital) 1999 - 2001
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BS
The University of Chicago
MBA
Marcia Ulrich's CapitalSource Finance LLC Experience November 2003 - April 2007
Job Sr Field Examiner at MidCap Financial Services, LLC
Industry Financial Services
Experience
Healthcare Finance Group May 2010 - June 2015
CIT Group Inc. (CIT) April 2007 - June 2009
CapitalSource Finance LLC November 2003 - April 2007
KPMG LLP March 1992 - July 2003
Coopers’ & Lybrand LLP January 1991 - March 1992
Skills
Accounting, Analysis, Asset Based Lending, Auditing, Banking, Due Diligence, Finance, Financial Analysis, Healthcare, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Planning, Training, Financial Modeling
Education
Florida International University - College of Business
BA and MBA, Accounting
Miami Dade College
Nido de Aguilas
Healthcare Finance Group May 2010 - June 2015
CIT Group Inc. (CIT) April 2007 - June 2009
CapitalSource Finance LLC November 2003 - April 2007
KPMG LLP March 1992 - July 2003
Coopers’ & Lybrand LLP January 1991 - March 1992
Skills
Accounting, Analysis, Asset Based Lending, Auditing, Banking, Due Diligence, Finance, Financial Analysis, Healthcare, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Planning, Training, Financial Modeling
Education
Florida International University - College of Business
BA and MBA, Accounting
Miami Dade College
Nido de Aguilas
Todd Rathbun's CapitalSource Finance LLC Experience November 2008 - June 2010
Job Sr. Financial Analyst at Spectrum Health
Industry Financial Services
Experience
Spectrum Health April 2012 - December 2014
Gould & Pakter Associates, LLC June 2010 - April 2012
CapitalSource Finance, LLC November 2008 - June 2010
Gould & Pakter Associates, LLC January 2006 - November 2008
Skills
Financial Analysis
Education
Loyola University of Chicago 2006 — 2007
Master of Science, Accountancy
Loyola University of Chicago 2003 — 2006
Bachelor of Business Administration, Accounting
American Institute of Certified Public Accountants
CPA
Spectrum Health April 2012 - December 2014
Gould & Pakter Associates, LLC June 2010 - April 2012
CapitalSource Finance, LLC November 2008 - June 2010
Gould & Pakter Associates, LLC January 2006 - November 2008
Skills
Financial Analysis
Education
Loyola University of Chicago 2006 — 2007
Master of Science, Accountancy
Loyola University of Chicago 2003 — 2006
Bachelor of Business Administration, Accounting
American Institute of Certified Public Accountants
CPA
John Palermo's CapitalSource Finance LLC Experience April 2004 - September 2004
Job Senior Vice President / Underwriter at U.S. Bank Asset Based Finance
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
Wells Fargo Commercial Finance May 2010 - May 2015
Wells Fargo Comercial Finance January 2005 - May 2010
Capitalsource Finance, LLC April 2004 - September 2004
Webster Business Business Credit - Retail Finance Group May 2001 - March 2004
Mellon Business Credit August 2000 - April 2001
Citizens Business Credit April 1999 - July 2000
Congress Financial Corporation July 1996 - March 1999
Congress Financial Corporation August 1993 - June 1996
Fleet Bank, N.A. September 1991 - July 1993
Skills
Relationship Management, Loan Origination, Credit Risk, Credit Analysis, Cross Selling, Asset Based Lending, Loans, Credit, Underwriting, Finance, Restructuring, Mergers & Acquisitions, Corporate Finance, Private Equity
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Arts (B.A.), Economics
U.S. Bank May 2015 - Present
Wells Fargo Commercial Finance May 2010 - May 2015
Wells Fargo Comercial Finance January 2005 - May 2010
Capitalsource Finance, LLC April 2004 - September 2004
Webster Business Business Credit - Retail Finance Group May 2001 - March 2004
Mellon Business Credit August 2000 - April 2001
Citizens Business Credit April 1999 - July 2000
Congress Financial Corporation July 1996 - March 1999
Congress Financial Corporation August 1993 - June 1996
Fleet Bank, N.A. September 1991 - July 1993
Skills
Relationship Management, Loan Origination, Credit Risk, Credit Analysis, Cross Selling, Asset Based Lending, Loans, Credit, Underwriting, Finance, Restructuring, Mergers & Acquisitions, Corporate Finance, Private Equity
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Arts (B.A.), Economics
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