Continental Bank
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Continental Bank Employees
Employee
Years
Job
Industry
Tom Brady, CFA, CFP® Tom Brady, CFA, CFP®'s Continental Bank Experience 1988 - 1993
Job Senior Vice President Investments & PIM Portfolio Manager, Brady Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Brady Wealth Management Group of Wells Fargo Advisors September 2001 - Present
Wachovia Bank 1997 - 2001
Boatmen's Bank June 1995 - July 1997
Continental Bank 1988 - 1993
Skills
Investments, Financial Advisory, Asset Allocation, Retirement Planning, Financial Services, Investment Planning, 401(k) Rollovers
Education
University of Notre Dame 1978 — 1982
Bachelors Degree in Business Administration, Accounting
University of Chicago 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
Brady Wealth Management Group of Wells Fargo Advisors September 2001 - Present
Wachovia Bank 1997 - 2001
Boatmen's Bank June 1995 - July 1997
Continental Bank 1988 - 1993
Skills
Investments, Financial Advisory, Asset Allocation, Retirement Planning, Financial Services, Investment Planning, 401(k) Rollovers
Education
University of Notre Dame 1978 — 1982
Bachelors Degree in Business Administration, Accounting
University of Chicago 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
Susan Jayne Susan Jayne's Continental Bank Experience January 1985 - May 1990
Job passionate about hiring amazingly talented managers at Starbucks Coffee Company; SPHR, SHRMSCP
Industry Staffing and Recruiting
Experience
Starbucks Coffee Company June 2006 - Present
DSC Logistics 2003 - 2006
Ondeo Nalco Company October 2002 - September 2003
Arthur Andersen May 1995 - June 2002
Smith Barney June 1990 - May 1995
Continental Bank January 1985 - May 1990
Skills
Interviewing, Maximizer, Talent Acquisition, Onboarding, Hiring, behavioral interviewing, Time Management, Recruiting, Behavioral Interviewing, Business Networking, Retail, Interviews, social media for..., Sourcing, Social Media, Talent Management, Applicant Tracking..., Management, Organizational..., Human Resources, Employee Relations, Sales, Training, Performance Management, Technical Recruiting, New Hire Orientations, Leadership Development, Leadership, Career Development, Screening Resumes, Taleo, Coaching, Personnel Management, CRM, Strategy, Succession Planning, College Recruiting, HR Consulting, Internet Recruiting, Workforce Planning, Employer Branding, Employee Training, Consulting, Employee Engagement, Benefits Negotiation, Executive Search
Education
University of Iowa 1977 — 1980
BBA, Administrative Management
Center for Creative Leadership
alumni, Leadership Development Program
Larkin High School
Starbucks Coffee Company June 2006 - Present
DSC Logistics 2003 - 2006
Ondeo Nalco Company October 2002 - September 2003
Arthur Andersen May 1995 - June 2002
Smith Barney June 1990 - May 1995
Continental Bank January 1985 - May 1990
Skills
Interviewing, Maximizer, Talent Acquisition, Onboarding, Hiring, behavioral interviewing, Time Management, Recruiting, Behavioral Interviewing, Business Networking, Retail, Interviews, social media for..., Sourcing, Social Media, Talent Management, Applicant Tracking..., Management, Organizational..., Human Resources, Employee Relations, Sales, Training, Performance Management, Technical Recruiting, New Hire Orientations, Leadership Development, Leadership, Career Development, Screening Resumes, Taleo, Coaching, Personnel Management, CRM, Strategy, Succession Planning, College Recruiting, HR Consulting, Internet Recruiting, Workforce Planning, Employer Branding, Employee Training, Consulting, Employee Engagement, Benefits Negotiation, Executive Search
Education
University of Iowa 1977 — 1980
BBA, Administrative Management
Center for Creative Leadership
alumni, Leadership Development Program
Larkin High School
Eric Helt Eric Helt's Continental Bank Experience October 2007 - Present
Job Vice President at Continental Bank
Industry Banking
Experience
Continental Bank October 2007 - Present
First Lease 2000 - 2007
Zions Credit Corporation 1989 - 2000
Zions Credit Corporation September 1989 - October 1995
Skills
Credit, Business Development, Commercial Lending, Banking, Loans, Commercial Banking, Small Business Lending, Commercial Mortgages, Risk Management, Financial Risk, Asset Based Lending, New Business Development, Financial Statement..., Commercial Finance, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Finance, Asset Management, Mortgage Banking, Credit Risk
Education
University of Phoenix 1988 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Utah 1983 — 1987
Continental Bank October 2007 - Present
First Lease 2000 - 2007
Zions Credit Corporation 1989 - 2000
Zions Credit Corporation September 1989 - October 1995
Skills
Credit, Business Development, Commercial Lending, Banking, Loans, Commercial Banking, Small Business Lending, Commercial Mortgages, Risk Management, Financial Risk, Asset Based Lending, New Business Development, Financial Statement..., Commercial Finance, Credit Analysis, Portfolio Management, Underwriting, Loan Origination, Finance, Asset Management, Mortgage Banking, Credit Risk
Education
University of Phoenix 1988 — 1989
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Utah 1983 — 1987
James Bowden James Bowden's Continental Bank Experience December 1984 - July 1988
Job Managing Director at Bank of America Merrill Lynch
Industry Venture Capital & Private Equity
Experience
Bank of America Merrill Lynch July 1993 - Present
Coopers & Lybrand July 1988 - July 1993
Continental Bank December 1984 - July 1988
Citibank March 1980 - December 1984
American National Bank of Chicao July 1977 - March 1980
Skills
Private Equity, Investments, Investment Banking, Equities, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Portfolio Management, Fixed Income, Corporate Finance, Asset Management, Series 7, Mergers & Acquisitions
Education
University of Michigan 1975 — 1977
Master of Business Administration (MBA), Finance/Marketing
University of Michigan 1971 — 1975
Bachelor of Business Administration (BBA), Accounting
Bank of America Merrill Lynch July 1993 - Present
Coopers & Lybrand July 1988 - July 1993
Continental Bank December 1984 - July 1988
Citibank March 1980 - December 1984
American National Bank of Chicao July 1977 - March 1980
Skills
Private Equity, Investments, Investment Banking, Equities, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Portfolio Management, Fixed Income, Corporate Finance, Asset Management, Series 7, Mergers & Acquisitions
Education
University of Michigan 1975 — 1977
Master of Business Administration (MBA), Finance/Marketing
University of Michigan 1971 — 1975
Bachelor of Business Administration (BBA), Accounting
Jo Ousterhout Jo Ousterhout's Continental Bank Experience 1980 - 1991
Job CoChair, National Finance Council, Ready for Hillary
Industry Political Organization
Experience
Ready for Hillary May 2013 - Present
Emerge America November 2013 - February 2014
Obama for America 2011 - 2012
Metta Journeys 2007 - 2011
Dress for Success London UK 2003 - 2005
ChocolatEpicure 1999 - 2002
Barclays Capital 1994 - 1998
Merrill Lynch 1991 - 1993
Continental Bank 1980 - 1991
Skills
Strategy, Leadership, Management, Fundraising, Public Relations, Budgets, Philanthropy, Loans, Nonprofits, Strategic Planning, Public Speaking, Trading, Volunteer Management, Entrepreneurship, Non-profits, Business Strategy, Community Outreach, Politics, Strategic Communications, Government, Finance
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
The College of William and Mary 1972 — 1976
Bachelor of Science (BSc), Biology
Ready for Hillary May 2013 - Present
Emerge America November 2013 - February 2014
Obama for America 2011 - 2012
Metta Journeys 2007 - 2011
Dress for Success London UK 2003 - 2005
ChocolatEpicure 1999 - 2002
Barclays Capital 1994 - 1998
Merrill Lynch 1991 - 1993
Continental Bank 1980 - 1991
Skills
Strategy, Leadership, Management, Fundraising, Public Relations, Budgets, Philanthropy, Loans, Nonprofits, Strategic Planning, Public Speaking, Trading, Volunteer Management, Entrepreneurship, Non-profits, Business Strategy, Community Outreach, Politics, Strategic Communications, Government, Finance
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
The College of William and Mary 1972 — 1976
Bachelor of Science (BSc), Biology
Ramon Leon Ramon Leon's Continental Bank Experience 1988 - 1992
Job / Happily Retired and looking to serve in Board of Directors in the USA
Industry Financial Services
Experience
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Looking for opportunities to serve on Board of Directors in the USA/ Happily Retired January 2012 - Present
Trinidad & Tobago International Financial Center (TTIFC) March 2010 - July 2011
Merrill Lynch September 2007 - February 2009
MicroVest 2007 - 2007
Deutsche Bank April 2004 - June 2005
WestdeutscheLandesBank (West LB) December 1992 - November 2002
Continental Bank 1988 - 1992
First Republic Bank -Texas 1984 - 1988
NationsBank 1977 - 1984
Deloitte & Touche 1976 - 1977
Skills
Investment Banking, Capital Markets, Corporate Finance, Finance, Banking, Structured Finance, Credit Risk, Fixed Income, Investments, Strategy, International Business, Financial Structuring, Credit, Restructuring, Financial Services, Spanish, Commercial Banking, Trade Finance, International Trade, Management Consulting, Risk Management, Latin America, Start-ups, Business Development, Cross-functional Team..., Wealth Management, Debt Restructuring, Securitization, Structured Products, Product Management, Brazilian Portuguese, Loans, International Management, Strategic Consulting, Foreign Languages, Wholesale Banking, Strategic Thinking, Market Development, country risk analysis, Debt Markets, Debt Structuring, Credit Portfolio..., Language Skills, Developing Countries, Customer Relations, Structuring, Project Execution, Latin American Studies, Economic Development, Reverse Investment
Education
University of South Carolina - The Moore School of Business 1975 — 1977
Masters, International Business
University of North Carolina at Charlotte 1968 — 1972
BA, History and Spanish
Mary Pat Lynam Mary Pat Lynam's Continental Bank Experience January 1979 - December 1983
Job Owner / Agent / Operations Manager at JCL & Associates, Inc.
Industry Insurance
Experience
JCL & Associates, Inc. September 2013 - Present
Delaware County Library System (DCLS) January 2004 - Present
Garnet Valley School District September 2007 - September 2009
Rachel Kohl Community Library January 1998 - December 2003
Rachel Kohl Community Library January 1997 - December 1998
Continental Bank January 1979 - December 1983
Skills
Life Insurance, Health Insurance, Auto Insurance, Home Insurance, Business Insurance, Management, Customer Service, Team Leadership, Microsoft Office, Facebook, LinkedIn, Blogging, Editing, Writing, Finance
Education
University of Pittsburgh
Bachelor of Arts (BA), Writing / Economics
JCL & Associates, Inc. September 2013 - Present
Delaware County Library System (DCLS) January 2004 - Present
Garnet Valley School District September 2007 - September 2009
Rachel Kohl Community Library January 1998 - December 2003
Rachel Kohl Community Library January 1997 - December 1998
Continental Bank January 1979 - December 1983
Skills
Life Insurance, Health Insurance, Auto Insurance, Home Insurance, Business Insurance, Management, Customer Service, Team Leadership, Microsoft Office, Facebook, LinkedIn, Blogging, Editing, Writing, Finance
Education
University of Pittsburgh
Bachelor of Arts (BA), Writing / Economics
Ernie Hodge Ernie Hodge's Continental Bank Experience 1971 - 1982
Job Portfolio Manager and Senior Analyst at Tall Tree Investment Management, LLC
Industry Banking
Experience
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
Tall Tree Investment Management, LLC May 2009 - Present
Morgan Stanley 1999 - 2009
Van Kampen Funds October 1999 - November 2008
Credit Agricole Indosuez January 1997 - October 1999
National Westminster Bank December 1982 - January 1997
Continental Bank 1971 - 1982
Education
University of Wisconsin-Madison 1977 — 1979
Certificate-Graduate School of Banking, Banking
University of Kansas - Graduate School of Business 1969 — 1970
MBA, Finance, Accounting
Westminster College (MO) 1963 — 1967
BA, Liberal Arts
Diane L. Pockaj Diane L. Pockaj's Continental Bank Experience 1986 - 1988
Job Managing Director & Team Head, Corporate & Investment Banking
Industry Financial Services
Experience
Commerzbank AG 2010 - Present
DLP Associates 2008 - 2010
Citigroup 1997 - 2008
Bank of America Securities 1990 - 1997
CIBC World Markets 1988 - 1990
Continental Bank 1986 - 1988
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Structuring, Cross-border..., Building Relationships, Deal Origination, P&L Responsibilities, Global Client Management, Credit Risk, Derivatives, Treasury Services, Strategic Business..., New Business Development, Cross-functional Team..., Fixed Income, Emerging Markets, Leveraged Finance, FX Options, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Loans, Cash Management, Financial Risk, Capital Raising, Talent Management, Alternative Investments, Mergers & Acquisitions, P&L Management, Syndications, Risk Management, Valuation, Financial Institutions, Asset Management, Equities, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business
BBA
University of Pennsylvania - The Wharton School
MBA
Commerzbank AG 2010 - Present
DLP Associates 2008 - 2010
Citigroup 1997 - 2008
Bank of America Securities 1990 - 1997
CIBC World Markets 1988 - 1990
Continental Bank 1986 - 1988
Skills
Capital Markets, Corporate Finance, Investment Banking, Structured Finance, Financial Structuring, Cross-border..., Building Relationships, Deal Origination, P&L Responsibilities, Global Client Management, Credit Risk, Derivatives, Treasury Services, Strategic Business..., New Business Development, Cross-functional Team..., Fixed Income, Emerging Markets, Leveraged Finance, FX Options, Hedge Funds, Structured Products, Portfolio Management, Private Equity, Loans, Cash Management, Financial Risk, Capital Raising, Talent Management, Alternative Investments, Mergers & Acquisitions, P&L Management, Syndications, Risk Management, Valuation, Financial Institutions, Asset Management, Equities, Strategy, Banking
Education
University of Michigan - Stephen M. Ross School of Business
BBA
University of Pennsylvania - The Wharton School
MBA
Krista Dieckamp Krista Dieckamp's Continental Bank Experience April 1990 - September 1994
Job at Pegasus Therapeutic Riding
Industry Capital Markets
Experience
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Pegasus Therapeutic Riding January 2011 - Present
UBS Investment Bank June 1999 - September 2010
Schwab Soundview Capital Markets 2002 - 2004
Charles Schwab 1999 - 2002
American Funds Distributors 1997 - 1999
Continental Bank April 1990 - September 1994
Prudential-Bache Securities 1989 - 1990
Education
University of Southern California 1987 — 1989
BS, Financial Management
Emma Cappelletti Emma Cappelletti's Continental Bank Experience December 1987 - July 1992
Job VP Branch Manager
Industry Financial Services
Experience
TD Bank October 2012 - Present
TD Bank November 2010 - October 2012
CIT September 2005 - February 2009
CIT January 2000 - August 2005
CIT September 1997 - December 1999
CIT April 1996 - September 1997
Midlantic Bank July 1992 - March 1996
Continental Bank December 1987 - July 1992
PNC Bank 1981 - 1987
Skills
Program Management, Risk Management, Credit, Vendor Management, Mortgage Lending, Leadership, Banking, Loans, Process Improvement, Business Analysis, Strategic Planning, Financial Analysis, Portfolio Management, Management, Underwriting, Consumer Lending, Due Diligence, Call Centers, Commercial Lending, Executive Management
Education
University of Pennsylvania - The Wharton School 1981 — 1985
TD Bank October 2012 - Present
TD Bank November 2010 - October 2012
CIT September 2005 - February 2009
CIT January 2000 - August 2005
CIT September 1997 - December 1999
CIT April 1996 - September 1997
Midlantic Bank July 1992 - March 1996
Continental Bank December 1987 - July 1992
PNC Bank 1981 - 1987
Skills
Program Management, Risk Management, Credit, Vendor Management, Mortgage Lending, Leadership, Banking, Loans, Process Improvement, Business Analysis, Strategic Planning, Financial Analysis, Portfolio Management, Management, Underwriting, Consumer Lending, Due Diligence, Call Centers, Commercial Lending, Executive Management
Education
University of Pennsylvania - The Wharton School 1981 — 1985
Robert Pinkerton Robert Pinkerton's Continental Bank Experience 1989 - 1993
Job CFO at ServiceSource
Industry Information Technology and Services
Experience
ServiceSource April 2015 - Present
TeleTech June 2014 - March 2015
T3Media October 2012 - May 2014
Alpine Access May 2011 - September 2012
Epilepsy Foundation 2005 - 2011
Mix1 Beverage Company April 2007 - June 2010
CSG Systems 2000 - 2007
PARIBAS 1993 - 2000
Continental Bank 1989 - 1993
Skills
Mergers, Strategic Planning, Start-ups, Venture Capital, Restructuring, Financial Modeling, Business Strategy, Due Diligence, Budgets, M&A experience, Private Equity, Financial Analysis, Executive Management, Forecasting, Corporate Development, Investor Relations, New Business Development, Corporate Finance, Business Development, Divestitures, Mergers & Acquisitions, Finance, Entrepreneurship, Investments, Strategic Partnerships, Valuation, Acquisitions, Leadership, Strategy, Management, Strategic Financial..., Process Improvement, Managerial Finance, Acquisition Integration, Competitive Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
University of Rochester 1981 — 1985
BA, History & Political Science
ServiceSource April 2015 - Present
TeleTech June 2014 - March 2015
T3Media October 2012 - May 2014
Alpine Access May 2011 - September 2012
Epilepsy Foundation 2005 - 2011
Mix1 Beverage Company April 2007 - June 2010
CSG Systems 2000 - 2007
PARIBAS 1993 - 2000
Continental Bank 1989 - 1993
Skills
Mergers, Strategic Planning, Start-ups, Venture Capital, Restructuring, Financial Modeling, Business Strategy, Due Diligence, Budgets, M&A experience, Private Equity, Financial Analysis, Executive Management, Forecasting, Corporate Development, Investor Relations, New Business Development, Corporate Finance, Business Development, Divestitures, Mergers & Acquisitions, Finance, Entrepreneurship, Investments, Strategic Partnerships, Valuation, Acquisitions, Leadership, Strategy, Management, Strategic Financial..., Process Improvement, Managerial Finance, Acquisition Integration, Competitive Analysis
Education
The University of Chicago 1987 — 1989
MBA, Finance
University of Rochester 1981 — 1985
BA, History & Political Science
Bob Curley's Continental Bank Experience 1980 - 1994
Job Head of Software/Internet Corp Fin, Silicon Valley Bank
Industry Capital Markets
Experience
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Silicon Valley Bank October 2011 - Present
MMV Financial May 2010 - September 2011
Pinnacle Ventures 2002 - May 2010
Credit Suisse First Boston July 1998 - November 2002
Credit Suisse 1997 - 2002
Deustche Morgan Grenfell Technology Group 1997 - 1998
Bank of America May 1994 - November 1997
Banc of America Securities 1994 - 1997
Continental Bank 1980 - 1994
Continental Illinois Bank 1980 - 1994
Skills
Capital Markets, Mergers, Finance, LBO, Venture Capital, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Due Diligence, Leadership, Mergers & Acquisitions, Private Equity, Risk Management, Start-ups, Equities, Entrepreneurship, Fixed Income, Investments, Leveraged Finance, Portfolio Management, Strategy, Financial Structuring, Management, Corporate Development
Education
University of Notre Dame 1976 — 1980
BBA, Finance
Phillip Van Winkle's Continental Bank Experience 1990 - 1994
Job Managing Director at AEG Partners
Industry Financial Services
Experience
AEG Partners July 2013 - Present
Harmony Holding LLC February 2012 - Present
Macquarie Bank April 2007 - May 2012
Macquarie Capital Advisers April 2007 - February 2012
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2000 - 2005
Bank of America 1994 - 2000
Continental Bank 1990 - 1994
Skills
Capital Markets, Corporate Finance, Valuation, Investment Banking, Private Equity, Structured Finance, Venture Capital, Portfolio Management, Wealth Management, Business Valuation, Mergers & Acquisitions, Financial Structuring, Due Diligence, Equities, Financial Modeling, Restructuring, Leveraged Finance, Corporate Development, Alternative Investments, Investments, Fixed Income, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
University of Michigan
BA, Economics, Political Science
AEG Partners July 2013 - Present
Harmony Holding LLC February 2012 - Present
Macquarie Bank April 2007 - May 2012
Macquarie Capital Advisers April 2007 - February 2012
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2000 - 2005
Bank of America 1994 - 2000
Continental Bank 1990 - 1994
Skills
Capital Markets, Corporate Finance, Valuation, Investment Banking, Private Equity, Structured Finance, Venture Capital, Portfolio Management, Wealth Management, Business Valuation, Mergers & Acquisitions, Financial Structuring, Due Diligence, Equities, Financial Modeling, Restructuring, Leveraged Finance, Corporate Development, Alternative Investments, Investments, Fixed Income, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
University of Michigan
BA, Economics, Political Science
Diane Herner's Continental Bank Experience 1978 - 1983
Job Lead Teller at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2011 - October 2012
Sun East Federal Credit Union June 2006 - February 2011
Wachovia Bank 2001 - 2006
First Union July 1998 - June 2001
Corestates Bank of Delaware June 1997 - July 1998
Corestates Bank 1983 - 1997
Continental Bank 1978 - 1983
Skills
Call Center, Process Improvement, Loans, Customer Service, Credit Cards, Credit, Banking, Operations, Compliance, Cash Handling Experience, Financial Regulation, Research, Call Centers, Financial Services, Commercial Lending, Team Building, Loan Origination
Education
University of Pennsylvania 1976 — 1977
Nursing
Wells Fargo Bank February 2011 - October 2012
Sun East Federal Credit Union June 2006 - February 2011
Wachovia Bank 2001 - 2006
First Union July 1998 - June 2001
Corestates Bank of Delaware June 1997 - July 1998
Corestates Bank 1983 - 1997
Continental Bank 1978 - 1983
Skills
Call Center, Process Improvement, Loans, Customer Service, Credit Cards, Credit, Banking, Operations, Compliance, Cash Handling Experience, Financial Regulation, Research, Call Centers, Financial Services, Commercial Lending, Team Building, Loan Origination
Education
University of Pennsylvania 1976 — 1977
Nursing
Kris Klemenok's Continental Bank Experience 1989 - 1992
Job Consultant
Industry Environmental Services
Experience
RRC March 2009 - January 2011
Environmental Field Services, L.L.C. 2009 - January 2011
Republic Services Inc September 2005 - February 2009
Waste Management, Inc. September 1993 - April 2005
Continental Bank 1989 - 1992
ExxonMobil 1981 - 1986
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance & Accounting
University of Missouri-Columbia 1976 — 1981
BS, Chemical Engineering
RRC March 2009 - January 2011
Environmental Field Services, L.L.C. 2009 - January 2011
Republic Services Inc September 2005 - February 2009
Waste Management, Inc. September 1993 - April 2005
Continental Bank 1989 - 1992
ExxonMobil 1981 - 1986
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance & Accounting
University of Missouri-Columbia 1976 — 1981
BS, Chemical Engineering
Diane Lapelle's Continental Bank Experience 1974 - 1989
Job Chief Financial Officer at Law Office of William Lapelle
Industry Banking
Experience
Law Office of William Lapelle 2008 - Present
Bank of America May 1974 - November 1999
St Joseph HOspital Associates 1980 - 1995
Continental Bank 1974 - 1989
Skills
Corporate Finance, Equities, Financial Analysis, Risk Management, Financial Risk, Hedge Funds
Education
University of Notre Dame 1970 — 1974
BA-cum laude, General program of Liberal Studies
Regina Dominican
University of Chicago
MBA Studies
Law Office of William Lapelle 2008 - Present
Bank of America May 1974 - November 1999
St Joseph HOspital Associates 1980 - 1995
Continental Bank 1974 - 1989
Skills
Corporate Finance, Equities, Financial Analysis, Risk Management, Financial Risk, Hedge Funds
Education
University of Notre Dame 1970 — 1974
BA-cum laude, General program of Liberal Studies
Regina Dominican
University of Chicago
MBA Studies
Francis Phillips's Continental Bank Experience 1981 - 1993
Job Senior Vice President at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. 2003 - 2015
PNC 1996 - 2003
Midlantic Bank 1993 - 1996
Continental Bank 1981 - 1993
Skills
Relationship Management, Credit Analysis, Asset Based Lending, Banking, Loans, Commercial Banking, Portfolio Management, Financial Analysis, Credit Risk, Credit, Commercial Lending
Education
University of Pittsburgh 1977 — 1980
BA, Economics
Santander Bank, N.A. 2003 - 2015
PNC 1996 - 2003
Midlantic Bank 1993 - 1996
Continental Bank 1981 - 1993
Skills
Relationship Management, Credit Analysis, Asset Based Lending, Banking, Loans, Commercial Banking, Portfolio Management, Financial Analysis, Credit Risk, Credit, Commercial Lending
Education
University of Pittsburgh 1977 — 1980
BA, Economics
Ginny Davy's Continental Bank Experience August 1980 - April 1986
Job CPA
Industry Accounting
Experience
Hardwick, Dunagan & Company P.C. January 1998 - Present
HMO IOWA, Inc. May 1986 - May 1989
Continental Bank August 1980 - April 1986
Skills
Tax Preparation, IRS, QuickBooks, Accounting, Corporate Tax, S Corporations, Financial Analysis, Income Tax, Partnership Taxation, Tax Research, CPA, Tax Returns, General Ledger, Strategic Financial..., Payroll, Tax, Bookkeeping, Tax Accounting, State Tax, Fixed Assets, Small Business, Sales Tax, Financial Statements, Payroll Taxes, SEC filings, Personal Tax Planning, Business Tax Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
B.S., Accounting
Hardwick, Dunagan & Company P.C. January 1998 - Present
HMO IOWA, Inc. May 1986 - May 1989
Continental Bank August 1980 - April 1986
Skills
Tax Preparation, IRS, QuickBooks, Accounting, Corporate Tax, S Corporations, Financial Analysis, Income Tax, Partnership Taxation, Tax Research, CPA, Tax Returns, General Ledger, Strategic Financial..., Payroll, Tax, Bookkeeping, Tax Accounting, State Tax, Fixed Assets, Small Business, Sales Tax, Financial Statements, Payroll Taxes, SEC filings, Personal Tax Planning, Business Tax Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
B.S., Accounting
Larry Gale CPA's Continental Bank Experience March 2010 - April 2014
Job AVP Secondary Marketing at Huntingdon Valley Bank
Industry Banking
Experience
Huntingdon Valley Bank December 2014 - Present
Continental Bank March 2010 - April 2014
Vision Mortgage Capital, A Division of FNBCC June 2009 - March 2010
Merit Capital September 2007 - April 2009
Gateway Funding February 1999 - July 2007
Ziegler, Gaudiello, Porrini PC September 1997 - January 1999
Taylor Hospice 1995 - 1997
Accord Health Services 1991 - 1995
Skills
Auditing, Accounting, Mortgage Banking, Financial Analysis, Loans, Banking, Mortgage Lending, Credit, Customer Service, Finance, Residential Mortgages, Credit Analysis, FHA, Commercial Lending, Refinance, Loan Origination, Underwriting, Consumer Lending, USDA, VA loans, Credit Risk, Commercial Mortgages
Education
Penn State
Bachelor of Science (B.S.)
University of Phoenix
Master of Science (M.S.)
Huntingdon Valley Bank December 2014 - Present
Continental Bank March 2010 - April 2014
Vision Mortgage Capital, A Division of FNBCC June 2009 - March 2010
Merit Capital September 2007 - April 2009
Gateway Funding February 1999 - July 2007
Ziegler, Gaudiello, Porrini PC September 1997 - January 1999
Taylor Hospice 1995 - 1997
Accord Health Services 1991 - 1995
Skills
Auditing, Accounting, Mortgage Banking, Financial Analysis, Loans, Banking, Mortgage Lending, Credit, Customer Service, Finance, Residential Mortgages, Credit Analysis, FHA, Commercial Lending, Refinance, Loan Origination, Underwriting, Consumer Lending, USDA, VA loans, Credit Risk, Commercial Mortgages
Education
Penn State
Bachelor of Science (B.S.)
University of Phoenix
Master of Science (M.S.)
Fritz Goetz's Continental Bank Experience 1988 - 1994
Job Owner at Frinan, Inc.
Industry Retail
Experience
Frinan Inc. and Greater Chicago Installations 2000 - Present
Bank of America 1994 - 1999
Continental Bank 1988 - 1994
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Frinan Inc. and Greater Chicago Installations 2000 - Present
Bank of America 1994 - 1999
Continental Bank 1988 - 1994
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
Carlis Lane's Continental Bank Experience October 1984 - October 1986
Job Operations Management
Industry Banking
Experience
JPMorgan Chase May 2010 - April 2014
National City Bank February 2005 - April 2009
Kedzie Currency Exchange September 2000 - February 2005
GE Capital Credit Services October 1995 - September 2000
Lincolnway Currency Exchange March 1992 - October 1995
National Processing Company October 1986 - March 1992
Continental Bank October 1984 - October 1986
Skills
Banking, Cash Management, Credit, Accounting, Account Reconciliation, Retail Banking, Loans, Commercial Banking, Payments, Customer Service, Insurance, Access
Education
University of Phoenix - Chicago Campus 2012 — 2014
Master of Business Administration (MBA)
University of Phoenix 2010 — 2012
Bachelor of Science, Business Management
University of Phoenix 2008 — 2010
A.A.B, Business
JPMorgan Chase May 2010 - April 2014
National City Bank February 2005 - April 2009
Kedzie Currency Exchange September 2000 - February 2005
GE Capital Credit Services October 1995 - September 2000
Lincolnway Currency Exchange March 1992 - October 1995
National Processing Company October 1986 - March 1992
Continental Bank October 1984 - October 1986
Skills
Banking, Cash Management, Credit, Accounting, Account Reconciliation, Retail Banking, Loans, Commercial Banking, Payments, Customer Service, Insurance, Access
Education
University of Phoenix - Chicago Campus 2012 — 2014
Master of Business Administration (MBA)
University of Phoenix 2010 — 2012
Bachelor of Science, Business Management
University of Phoenix 2008 — 2010
A.A.B, Business
Lorraine Dillon's Continental Bank Experience January 1984 - June 1992
Job Human Rights Advocate
Industry Philanthropy
Experience
Right To Be Free December 2011 - Present
Continental Bank January 1984 - June 1992
Skills
Human Rights, Project Management, Event Planning, Fundraising, Event Management, Program Management, Community Outreach, Public Relations, Editing, Social Media, Customer Service, Nonprofits, Leadership, Research, Microsoft Excel, Financial Analysis, Marketing, Marketing Strategy
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (BS), Business Administration, Marketing
University of Illinois at Urbana-Champaign - College of Business
Master of Science (MS), Banking, Corporate, Finance, and Securities Law
Right To Be Free December 2011 - Present
Continental Bank January 1984 - June 1992
Skills
Human Rights, Project Management, Event Planning, Fundraising, Event Management, Program Management, Community Outreach, Public Relations, Editing, Social Media, Customer Service, Nonprofits, Leadership, Research, Microsoft Excel, Financial Analysis, Marketing, Marketing Strategy
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (BS), Business Administration, Marketing
University of Illinois at Urbana-Champaign - College of Business
Master of Science (MS), Banking, Corporate, Finance, and Securities Law
Richard T. Heimlich's Continental Bank Experience April 1966 - December 1987
Job Retired at Advanta
Industry Banking
Experience
Advanta March 1995 - July 2005
Midlantic National Bank Delaware January 1988 - September 1990
Continental Bank April 1966 - December 1987
Skills
Management, Operations Management, Project Management, Business Planning, Business Strategy, Business Development, Strategic Planning, Budgets, Customer Service, Compliance, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
University of Pennsylvania - The Wharton School 1968 — 1973
Associate's Degree Accounting and Finance, Accounting and Finance
University of Pennsylvania - The Wharton School 1968 — 1973
Associate's Degree Business Administartion, Accounting and Finance
American Institute of Banking 1966 — 1968
Certificate of Completion, Accounting and Finance, A
Larry Wilson Sales Training Seminar 1972 — 1973
Certified Leader Trainer, Cross Selling and Leadership, A
Advanta March 1995 - July 2005
Midlantic National Bank Delaware January 1988 - September 1990
Continental Bank April 1966 - December 1987
Skills
Management, Operations Management, Project Management, Business Planning, Business Strategy, Business Development, Strategic Planning, Budgets, Customer Service, Compliance, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
University of Pennsylvania - The Wharton School 1968 — 1973
Associate's Degree Accounting and Finance, Accounting and Finance
University of Pennsylvania - The Wharton School 1968 — 1973
Associate's Degree Business Administartion, Accounting and Finance
American Institute of Banking 1966 — 1968
Certificate of Completion, Accounting and Finance, A
Larry Wilson Sales Training Seminar 1972 — 1973
Certified Leader Trainer, Cross Selling and Leadership, A