Center for Financial Training

Description

Address: 246 Christopher St, Montclair, NJ 07043 Phone: (908) 709-7297: Category: : Hours: : : : : Place name: Website: Website: https://cftnow.org/ Category: Financial consultant 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 Center For Financial Training Posting publicly on the Web Write a review Reviews Be the first to review

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Center for Financial Training Employees

Employee
Years
Job
Industry
Craig Kaylor Craig Kaylor Springfield, Massachusetts Area Details
Craig Kaylor's Center for Financial Training Experience January 2002 - December 2003
Job Adjunct Professor at Western New England University School of Law
Industry Law Practice
Experience
Boston University School of Law  January 2012 - Present
Western New England University School of Law  January 2008 - Present
Royal LLP   June 2015 - August 2015
Hampden Bank  August 1999 - April 2015
Center For Financial Training   January 2002 - December 2003
Doherty, Wallace, Pillsbury & Murphy, P.C.   June 1997 - August 1997

Skills
Compliance, Banking Law, Banking, Bank Secrecy Act, Internal Controls, Enterprise Risk..., Teaching, Corporate Governance, Problem Solving, Financial Regulation, Internal Audit, Compliance Management..., Regulatory Requirements, Training, Payment Systems, Executive Management, Board of Directors..., Public Company..., Insider Trading, Leadership, Legal Compliance, Strategic Planning, Code of Ethics, Minute Taking, Legal Advice, Consumer Law, Risk Management, Privacy Law, Corporate Law, Financial Services, Finance, Administrative Law, Management, Courts, Criminal Law, Securities Regulation, Mediation, Legal Writing, Legal Research, Trusts

Education
Maurice A. Deane School of Law at Hofstra University   1996 — 1999
J.D., law

University at Albany, SUNY   1991 — 1995
B.A., History

Longmeadow High School   1987 — 1991

Jeffrey Saperstein Jeffrey Saperstein Greater Philadelphia Area Details
Jeffrey Saperstein's Center for Financial Training Experience 2007 - 2009
Job Professional chauffeur
Industry Transportation/Trucking/Railroad
Experience
King Limousine and Transportation Service Inc.   August 2015 - Present
United States Postal Service  June 2015 - Present
West Windsor - Plainsboro Regional School District  January 2015 - Present
Princeton Corridor Rotary   2008 - December 2014
Grand Bank NA   April 2013 - April 2014
The Noerr Programs Corporation  2014 - 2014
Hopewell Valley Community Bank  April 2010 - March 2013
Real Estate  1988 - 2011
The Bank  May 2006 - March 2009
Center for Financial Training   2007 - 2009

Skills
Finance, Staff Development, Credit, Strategic Planning, Mortgage Lending, Budgets, Risk Management, Public Speaking, Loans, Business Development, Customer Service, Team Building, Sales, Retail Banking, Loan Origination, Insurance, Financial Analysis, Management, Negotiation, Fundraising, Business Planning, Coaching, Portfolio Management, Sales Management, Investments, Consumer Lending, Marketing, Leadership, Real Estate, New Business Development, Microsoft Excel, Small Business, Strategic Financial..., Branch Management, Cash Management, Cross Selling, Construction Loans, Credit Analysis, Relationship Management, Executive Management, SBA, Treasury Management, Mortgage Banking, Small Business Lending, Lines Of Credit, Commercial Lending, Commercial Mortgages, Refinance, Underwriting, Financial Planning

Education
Kean University   1991 — 1994
B.S. Mgmt Science, Finance

Brookdale Community College   1988 — 1991
Associate of Arts (A.A.), Business/Managerial Economics

Lisa Phillips Lisa Phillips Clayton, Georgia Details
Lisa Phillips's Center for Financial Training Experience April 2014 - October 2014
Job Black Rock Mountain State Park
Industry Environmental Services
Experience
Center for Financial Training   April 2014 - October 2014
Center for Financial Training   June 1986 - April 2014
Atlantic National Bank  December 1984 - June 1986
Atlantic National Bank  July 1982 - December 1984

Skills
Banking, Credit, Training, Coaching, Retail Banking, Risk Management, Loans, Customer Service, Leadership, Management, Team Building, Leadership Development, Sales Management, Compliance, Customer Relations, Process Improvement, Executive Management, Volunteering, Volunteer Management, Non-profit..., Non-profit Volunteer

Education
American Bankers Association   2014 — 2014
American Institute of Banking Bank Teller Certificate, American Institute of Banking Bank Marketing Diploma

American Bankers Association   1982 — 1983
American Institute of Banking Applied Banking: Bank Marketing Diploma, Financial Services

The University of Georgia   1978 — 1980
Bachelor's Degree, Public Relations/Image Management

Middle Georgia College   1977 — 1978
Associate of Arts (AA), Journalism

Zachary Haines Zachary Haines Greater Boston Area Details
Zachary Haines's Center for Financial Training Experience March 2013 - Present
Job Instructor at Center for Financial Training
Industry Banking
Experience
Center for Financial Training   March 2013 - Present
Claremont Savings Bank  May 2009 - Present
Claremont School District SAU 6   May 2009 - August 2009
Claremont Properties LLC   May 2003 - May 2009

Skills
Customer Service, Microsoft Office, Word, Excel, Banking, Deposits, Credit, Retail Banking, Call Centers

Education
Center for Financial Training   2009 — 2013
General Bank Diploma, Bank Operations Diploma, Banking and Financial Support Services

Gordon College   2009 — 2010
None, Music Education

Carl Hamm Carl Hamm Greater Denver Area Details
Carl Hamm's Center for Financial Training Experience 2002 - 2006
Job Adjunct Professor at Colorado Heights University
Industry Banking
Experience
Colorado Heights University  January 2014 - Present
Key Bank  May 2011 - May 2014
Mutual of Omaha Bank  April 2008 - December 2010
First Community Bank  March 2006 - April 2008
Colorado State Bank and Trust  March 1999 - March 2006
Center for Financial Training   2002 - 2006

Skills
Commercial Banking, Classroom instruction, Management, SBA, Classroom, Lines Of Credit, Asset Based Lending, Banking Relationships, Leadership, Financial Structuring, Treasury Services, Branch Banking, Business Relationship..., Branch Management, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Small Business Lending, Finance, Loans, Underwriting, Credit, Portfolio Management

Education
University of Maryland College Park   1971 — 1974
B.A., History, Economics

Jones International University   1999 — 2001
M.A, Business Communications

Thomas Edison State College
A.S., Management

Terrence Brown Terrence Brown Miami/Fort Lauderdale Area Details
Terrence Brown's Center for Financial Training Experience 2012 - 2013
Job Vice President, Marketing at CheckAlt
Industry Financial Services
Experience
CheckAlt  April 2015 - Present
Terrence Brown Consulting LLC   May 2014 - Present
ODM Performance Solutions   September 2014 - March 2015
Great Florida Bank  January 2006 - January 2014
Center for Financial Training   2012 - 2013
Great Florida Bank  January 2006 - February 2011
BankUnited  December 1998 - January 2003
Bank of America  September 1997 - December 1998
Barnett Bank  1997 - 1998

Skills
Sales Management, Strategic Planning, Marketing Communications, Public Speaking, Event Planning, Marketing Management, Marketing Strategy, Public Relations, New Business Development, Media Relations, Fundraising, Corporate Communications, Market Planning, Internal Communications, Communications Planning, Product Development, Banking, Retail Banking, Non-profits, Loans, Team Building, Business Strategy, Management, Marketing, Leadership, Small Business, Nonprofits, Small Business Lending, Team Leadership, Sales

Education
Toastmasters International   1987 — 1987
Certication, Public Speaking & Leadership, A

Florida State University   1985 — 1987
Bachelor of Science, Business Admin. & Marketing

Eastern Florida State College   1983 — 1985
Associate of Arts, Business Administration, B

Jeannine Tatum Jeannine Tatum Wauchula, Florida Details
Jeannine Tatum's Center for Financial Training Experience January 2002 - December 2007
Job Utilities Office Manager at DeSoto County Utilities
Industry Banking
Experience
DeSoto County Utilities   August 2013 - Present
Wauchula State Bank  February 1991 - November 2012
Wauchula State Bank  1991 - 2012
Center for Financial Training   January 2002 - December 2007
Center for Financial Training   January 2002 - December 2007

Skills
Team Building, Leadership, Retail Banking, Mortgage Lending, Performance Appraisal, Training, Policy, Employee Training, Recruiting, Banking, Loans, Risk Management, Program Management, Coaching, Credit, Management, Hiring, Financial Risk, Deposits, Commercial Banking, Customer Service, Public Speaking, Process Improvement, Negotiation, Leadership Development, Event Planning, Writing

Education
South Florida Community College
Associate of Arts (AA), Business Management

The Dale Carnegie Course/Program

Lisa A. D'Alessandro Lisa A. D'Alessandro Greater New York City Area Details
Lisa A. D'Alessandro's Center for Financial Training Experience April 1996 - January 2000
Job Director Content Management at ADP
Industry Information Technology and Services
Experience
ADP  July 2013 - Present
ADP  September 2010 - July 2013
KPMG  March 2010 - October 2010
Ernst & Young  November 2004 - March 2010
CheckFree Investment Services  January 2000 - November 2004
Center for Financial Training   April 1996 - January 2000

Skills
Knowledge Management, Customer Support, Software Documentation, Business Process..., Change Management, Process Improvement, Project Management, Management, Instructional Design, Training, SharePoint, Leadership, Business Process, Team Leadership, Program Management, Vendor Management, CRM, Operations Management, Business Analysis, Integration, IT Management, IT Strategy, Business Intelligence, ITIL, Governance

Education
Saint Peter's University
BS, Computer Science MIS Concentration

Kristi Ploeger Kristi Ploeger Springfield, Minnesota Details
Kristi Ploeger's Center for Financial Training Experience September 2006 - November 2013
Job Independent Community Bankers of Minnesota
Industry E-Learning
Experience
Independent Community Bankers of Minnesota   November 2013 - Present
Center For Financial Training   September 2006 - November 2013
Center For Financial Training   September 2006 - November 2013
SouthPoint Federal Credit Union  2005 - 2006
Muske, Muske & Suhrhoff, Ltd.   December 1996 - July 2005

Skills
Mentoring, Marketing

Education
Ackley-Geneva High School
High School Diploma

North Iowa Area Community College
Associate of Arts (A.A.), Elementary Education and Teaching

Rhonda Potter Rhonda Potter Greater Denver Area Details
Rhonda Potter's Center for Financial Training Experience September 2012 - Present
Job Faculty and Distance Learning Manager at Center for Financial Training
Industry Marketing and Advertising
Experience
Center for Financial Training   September 2012 - Present
The Pinnacle Charter School  August 2009 - August 2012
John's 4x4 Center/Rush Management   July 2006 - September 2008
Mountain States Pipe & Supply  October 2000 - March 2006
Badger Meter  January 1999 - October 2000

Skills
Management

Education
University of Phoenix   1998 — 2000

Ron Manzi Ron Manzi Greater New York City Area Details
Ron Manzi's Center for Financial Training Experience 2002 - 2006
Job Vice President Fair Lending at American Express
Industry Banking
Experience
American Express  February 2013 - Present
American Express  September 2010 - February 2013
Citi Private Bank  September 2006 - September 2010
Center for Financial Training   2002 - 2006
Liberty Bank  1993 - 2006
Connecticut Savings Bank  1984 - 1993

Skills
Banking, Compliance, Risk Assessment, Credit, Policy, Risk, Risk Management, Governance, Process Improvement, Auditing, Due Diligence, Team Building, Word, Internal Audit, Mortgage, Change Management, Fair Lending, Loans, Enterprise Risk..., AML, Financial Risk, Mortgage Lending, Operational Risk, Financial Services, Microsoft Word, Training, Capital Markets, Operational Risk..., Anti Money Laundering

Education
Central Connecticut State University
BS, Marketing

Quinnipiac University
BS, Accounting

Quinnipiac University - School of Business
MBA

Karen Vanderwerken Karen Vanderwerken Fort Worth, Texas Details
Karen Vanderwerken's Center for Financial Training Experience April 1984 - Present
Job Retired Financial Education Manager
Industry Education Management
Experience
Center for Financial Training   April 1984 - Present
Center For Financial Training   1984 - 2007
American Institute of Banking  1984 - 2000

Skills
Project Management, Public Speaking, Strategic Planning, Microsoft Word, Microsoft Office, Research, Teaching, Editing, Nonprofits, Program Management, Leadership Development, Leadership, Team Building, Higher Education, Organizational..., Problem Solving, Public Relations, Event Management, Microsoft Excel, Fundraising, Training, Social Networking, Event Planning, Community Outreach, Social Media, Government, Grant Writing, Program Development

Education
Ball State University   1970 — 1974
MA, English

Milligan College   1965 — 1969
BA, English, Psychology

Richard D. Symansky Richard D. Symansky Troy, New York Details
Richard D. Symansky's Center for Financial Training Experience January 2005 - Present
Job Attorney at Law
Industry Law Practice
Experience
Richard D. Symansky, P.C.   June 1983 - Present
Center For Financial Training   January 2005 - Present
Oxford Realty Associates   January 2007 - Present
Oxford Title & Settlement Agency, Inc.   2003 - Present
Fulton Montgomery Community College  September 2000 - May 2009

Skills
Real Estate Transactions, Contract Negotiation, Legal Writing, Real Estate, Commercial Real Estate, Residential Homes, Bankruptcy, Training, Property Management, Investment Properties, Mediation, First Time Home Buyers, Loans, Wills, Arbitration

Education
Boston University School of Law   1967 — 1970
JD, Law

Amherst College   1963 — 1967
BA, English

Darren Lydting Darren Lydting Miami/Fort Lauderdale Area Details
Darren Lydting's Center for Financial Training Experience 2004 - 2009
Job EVP/Business Banking Credit Executive at BankUnited
Industry Banking
Experience
BankUnited  April 2015 - Present
BankUnited  September 2002 - Present
Center for Financial Training   2004 - 2009
City of Wilton Manors  2004 - 2007
Pointe Bank   1997 - 2002

Skills
FDIC Shared Loss, Business Banking, Banking, Budgets, Cash Management, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Modeling, Financial Risk, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Private Banking, Relationship Management, Retail Banking, Risk Management, Small Business Lending, Wealth Management, Treasury Management, Portfolio Management, Commercial Mortgages, Underwriting, AML, Asset Based Lending, SBA, Commercial Real Estate, Due Diligence, Small Business, Financial Analysis

Education
SUNY Brockport   1984 — 1988
BS, Finance

John Mark Stephens John Mark Stephens Dallas, Texas Details
John Mark Stephens's Center for Financial Training Experience 2001 - Present
Job Real Estate Attorney at Johnson & Stephens, P.C.
Industry Law Practice
Experience
Johnson & Stephens, P.C.   September 2011 - Present
Center for Financial Training   2001 - Present
Kane Russell Coleman & Logan, PC   March 2009 - July 2010
Winstead PC  2006 - 2009

Skills
Due Diligence, Real Estate, Mergers, Commercial Litigation, Bankruptcy, Loans, Legal Assistance, Commercial Real Estate, Foreclosures, Litigation, Corporate Finance, Civil Litigation, Mergers & Acquisitions, Mediation, Corporate Law, Legal Writing

Education
Texas Tech University School of Law   1997 — 2000
JD

NaLisa Brown NaLisa Brown Clarksville, Arkansas Details
NaLisa Brown's Center for Financial Training Experience 2001 - 2008
Job Educator
Industry Higher Education
Experience
University of the Ozarks  August 2010 - June 2014
University of the Ozarks  2008 - 2010
Center for Financial Training   2001 - 2008
Independent Consultant  1999 - 2000
Southwest Missouri State University  1994 - 1999
University Extension, University of Missouri   1992 - 1994
Westark Community College   1991 - 1992
NorthWest Arkansas Community College  1991 - 1991

Skills
Public Speaking, Teaching, Time Management, Higher Education, Event Planning, PowerPoint, Research, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Customer Service, Teamwork, Public Relations, Marketing, Computer Applications

Education
University of Arkansas   1990 — 1991
Master of Business Administration (M.B.A.), Marketing Management

University of Arkansas   1989 — 1990
Bachelor's Degree, Marketing

Gregory D. Benson Gregory D. Benson Washington D.C. Metro Area Details
Gregory D. Benson's Center for Financial Training Experience 1980 - Present
Job Vice President & Chief Compliance Officer at Congressional Bank
Industry Financial Services
Experience
Congressional Bank  October 2011 - Present
Center for Financial Training   1980 - Present
Ascella Compliance   March 2010 - October 2011
Benson Consulting   September 2007 - February 2010
NOVA Financial Hodings Inc.   August 2008 - July 2009
Burke & Herbert Bank & Trust   July 2003 - August 2007
E*TRADE Financial  October 1999 - November 2002
Professional Bank Services  March 1999 - October 1999
America's Community Bankers  August 1992 - December 1998
First American Metro Corp.   August 1982 - May 1992

Skills
Compliance, Fraud, Bank Secrecy Act, OFAC, Risk Management, Executive Management, Risk, BSA, AML, Investigations, USA PATRIOT Act, Strategic Planning, Operations Management, Privacy, Financial Risk, Retail Banking, Anti Money Laundering, Banking, Privacy Law, Financial Services

Education
University of Oklahoma
Graduate, ABA National Compliance School

University of Maryland College Park   1979 — 1983
BA, Business Management and Organization

University of Maryland College Park
AA, Business Administration

Christina Kelso Christina Kelso Cincinnati Area Details
Christina Kelso's Center for Financial Training Experience July 1999 - 2013
Job Client Specialist
Industry Retail
Experience
Talbots  August 2015 - Present
Talbots  October 2014 - Present
Kentucky Bankers Association  May 2013 - October 2014
Center for Financial Training   July 1999 - 2013
Countrywide Financial Services  1997 - 1998
Fidelity Investments  1995 - 1997
Fifth Third Bank  1986 - 1995

Skills
Banking, Financial Risk, Commercial Banking, Mortgage Lending, Customer Service, Retail Banking, Portfolio Management, Educational Management, Training, Management, Insurance, Relationship Management, Commercial Lending, Sales, Financial Analysis, Credit, Finance, Leadership

Education
Denison University   1971 — 1975
B.A., Economics and German

Randall Eichner Randall Eichner New London/Norwich, Connecticut Area Details
Randall Eichner's Center for Financial Training Experience September 1992 - Present
Job Supervisor of Education Services & Curriculum Design at Open Solutions Inc
Industry Financial Services
Experience
Open Solutions (now part of Fiserv)   February 2012 - Present
Center for Financial Training   September 1992 - Present
OPEN SOLUTIONS, INC  October 2005 - February 2012
PEOPLE'S BANK  January 2001 - October 2005
Peoples Bank  January 1988 - December 2000
Norwich Savings Society   November 1983 - March 1988

Skills
Training Delivery

Education
Eastern Connecticut State University
B.A, Business Administration

MOHEGAN COMMUNITY COLLEGE
A.S. Business Administration & A.A, Liberal Arts

Bettie Davenport Bettie Davenport Saint Louis, Missouri Details
Bettie Davenport's Center for Financial Training Experience January 2000 - January 2007
Job Functional Analyst II/Assistant NI Manpower OfficerHuman Resources/Administration/Training Department Head/Planner
Industry Information Technology and Services
Experience
C5T Corporation  June 2013 - Present
United States Navy Reserve Personnel Command   December 2009 - Present
Bank of America  July 1997 - September 2009
Center For Financial Training   January 2000 - January 2007
Navy Operational Support Center  February 2004 - February 2006

Skills
Training, Administraion, Management, Plannning, Human Resources, Transportation, Information Technology

Education
Columbia College
Bachelor of Arts (B.A.), Business Administration and Management, General

Webster University
Master of Arts (M.A.), Business Administration and Management, General

Ed Bouchane Ed Bouchane Lyndonville, New York Details
Ed Bouchane's Center for Financial Training Experience 1996 - 2003
Job Banking Professional
Industry Banking
Experience
Velocitii   September 2014 - Present
Bank of America  2010 - 2013
General Motors Components Holdings, LLC  2006 - 2009
TeleTech  2003 - 2005
Center for Financial Training   1996 - 2003
Sagemark Consulting  1998 - 1999
AG Edwards  1997 - 1998
Citi  1993 - 1997
KeyBank  1986 - 1993

Skills
Portfolio Management, Investments

Education
Manhattan College   1978 — 1982
Bachelor of Science (BS), Business Administration