CoreStates Financial Corp
Industry: Bank holding company
DescriptionCoreStates Financial Corporation, previously known as Philadelphia National Bank, was a United States bank holding company in the Philadelphia, Pennsylvania, metropolitan area. The bank was renamed in the mid-1980s after a series of mergers. Successor: Wachovia (now Wells Fargo) Headquarters: Philadelphia, PA Founded: 1803 Ceased operations: 1998
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CoreStates Financial Corp Employees
Employee
Years
Job
Industry
Sherry Costanzo Sherry Costanzo's CoreStates Financial Corp Experience January 1995 - January 1998
Job Sr. Marketing Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust September 2006 - Present
SLC Marketing Resources September 2004 - September 2006
PNC Advisors May 1998 - May 2004
CoreStates Financial Corp January 1995 - January 1998
CoreStates Investment Advisers January 1992 - January 1995
First Pennsylvania and CoreStates Banks January 1983 - January 1992
Skills
Product Development, Project Management, Branding & Identity, Competitive Analysis, Market Research, Marketing, Asset Allocation, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Series 7, Asset Management, Financial Services, Mutual Funds, Strategy, Training
Education
Villanova University 1986 — 1990
M.B.A., Finance
Indiana University of Pennsylvania 1978 — 1982
B.S., Business, Marketing
Wilmington Trust September 2006 - Present
SLC Marketing Resources September 2004 - September 2006
PNC Advisors May 1998 - May 2004
CoreStates Financial Corp January 1995 - January 1998
CoreStates Investment Advisers January 1992 - January 1995
First Pennsylvania and CoreStates Banks January 1983 - January 1992
Skills
Product Development, Project Management, Branding & Identity, Competitive Analysis, Market Research, Marketing, Asset Allocation, Wealth Management, Investments, Asset Managment, Alternative Investments, Investment Management, Investment Strategies, Investment Advisory, Series 7, Asset Management, Financial Services, Mutual Funds, Strategy, Training
Education
Villanova University 1986 — 1990
M.B.A., Finance
Indiana University of Pennsylvania 1978 — 1982
B.S., Business, Marketing
Peter LaSalle Peter LaSalle's CoreStates Financial Corp Experience 1985 - 1995
Job RETIRED
Industry Retail
Experience
Lasadge LLC December 2013 - Present
AARP Taxaide January 2009 - Present
Jos A Bank, Clothier November 2011 - November 2013
US Bank May 1995 - December 2004
CoreStates Bank 1985 - 1995
CoreStates Financial Corp 1985 - 1995
Skills
Finance, Loans, Hedging, Sales, Investments, Treasury, Management, Derivatives, Customer Service, Auditing, Risk Management, Credit, Underwriting, Banking, Options
Education
University of Pennsylvania 1972 — 1974
MBA, Mgmt Information & Control
Stony Brook University 1968 — 1972
BS, Mathematics & Economics
Lasadge LLC December 2013 - Present
AARP Taxaide January 2009 - Present
Jos A Bank, Clothier November 2011 - November 2013
US Bank May 1995 - December 2004
CoreStates Bank 1985 - 1995
CoreStates Financial Corp 1985 - 1995
Skills
Finance, Loans, Hedging, Sales, Investments, Treasury, Management, Derivatives, Customer Service, Auditing, Risk Management, Credit, Underwriting, Banking, Options
Education
University of Pennsylvania 1972 — 1974
MBA, Mgmt Information & Control
Stony Brook University 1968 — 1972
BS, Mathematics & Economics
Thomas Larkin Thomas Larkin's CoreStates Financial Corp Experience November 1987 - April 1993
Job Audit Portfolio Director at Aetna
Industry Insurance
Experience
Aetna May 1995 - Present
Merrill Lynch May 1993 - May 1995
Corestates Financial Corp November 1987 - April 1993
Computer Task Group January 1985 - October 1987
Skills
Enterprise Risk..., Compliance (HIPAA &..., Process Improvement, Project Management, Systems and IT due..., General controls, Application Audits, Systems Development, Employee Development, Coaching and Mentoring, Recruiting, Auditing, Information Technology, System Development, Management, Leadership, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, Business Process..., Financial Services, General Controls, Risk Management, Internal Audit, Governance
Education
Saint Joseph's University
Master of Business Administration (MBA), Management Information Systems
Saint Joseph's University
Bachelor of Science (B.S.), Marketing
Maxwell Institute
Certificate in Computer Programming
Aetna May 1995 - Present
Merrill Lynch May 1993 - May 1995
Corestates Financial Corp November 1987 - April 1993
Computer Task Group January 1985 - October 1987
Skills
Enterprise Risk..., Compliance (HIPAA &..., Process Improvement, Project Management, Systems and IT due..., General controls, Application Audits, Systems Development, Employee Development, Coaching and Mentoring, Recruiting, Auditing, Information Technology, System Development, Management, Leadership, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, Business Process..., Financial Services, General Controls, Risk Management, Internal Audit, Governance
Education
Saint Joseph's University
Master of Business Administration (MBA), Management Information Systems
Saint Joseph's University
Bachelor of Science (B.S.), Marketing
Maxwell Institute
Certificate in Computer Programming
Adrienne Yost Hart Adrienne Yost Hart's CoreStates Financial Corp Experience 1988 - 1998
Job Principal at Pine Street Financial Group
Industry Financial Services
Experience
Pine Sreet Financial Group August 2014 - Present
Franklin Square Capital Partners April 2010 - July 2014
Sovereign Bank 2001 - July 2009
Philadelphia Stock Exchange September 1998 - October 2000
CoreStates Financial Corp 1988 - 1998
Wm. Sword & Co. January 1986 - September 1988
Skills
Securities, Series 63, Alternative Investments, Mutual Funds, Series 7, Asset Management, Capital Markets, Equities, Banking, Private Equity, Investments, Derivatives
Education
Temple University - James E. Beasley School of Law 1996 — 1999
Sarah Lawrence College 1980 — 1983
A.B., Liberal Arts
Phillips Academy
Pine Sreet Financial Group August 2014 - Present
Franklin Square Capital Partners April 2010 - July 2014
Sovereign Bank 2001 - July 2009
Philadelphia Stock Exchange September 1998 - October 2000
CoreStates Financial Corp 1988 - 1998
Wm. Sword & Co. January 1986 - September 1988
Skills
Securities, Series 63, Alternative Investments, Mutual Funds, Series 7, Asset Management, Capital Markets, Equities, Banking, Private Equity, Investments, Derivatives
Education
Temple University - James E. Beasley School of Law 1996 — 1999
Sarah Lawrence College 1980 — 1983
A.B., Liberal Arts
Phillips Academy
Bob Freisheim Bob Freisheim's CoreStates Financial Corp Experience January 1990 - January 1993
Job Senior Vice President, Application Development Group Manager, Global Head of Application Support (LV Payments) at Citi
Industry Information Technology and Services
Experience
Citi October 2013 - Present
ViewSource LLC October 2012 - October 2013
TREND November 2009 - October 2012
First Data Corporation January 2006 - September 2008
First Data Corporation January 2001 - January 2006
First Data Corporation October 1997 - January 2001
Concord EFS January 1996 - January 1998
Concord EFS January 1995 - January 1996
Concord EFS January 1993 - January 1995
Corestates Financial Corp. January 1990 - January 1993
Skills
Executive Management, Software Development, Software Project..., Web Development, Team Leadership, Cross-functional Team..., Technical Leadership, Thought Leadership, Java, Project Management, User Interface Design, Large Systems..., Transaction Processing, User Experience, Software Requirements, Process Improvement, Performance Improvement, Competency Based..., Organizational Talent, Enterprise Software, Business Process..., Vendor Management, Program Management, Business Analysis, Requirements Analysis, SDLC, Security, Payment Card Processing, SQL, Quality Assurance, SOA, Enterprise Architecture, Management, Strategy, Leadership, Analysis, Oracle, Web Services, Data Warehousing, Architectures, Requirements Gathering, Microsoft SQL Server, PMO, Web Applications
Education
Temple University 1986 — 1992
Northeast High School 1983 — 1986
Citi October 2013 - Present
ViewSource LLC October 2012 - October 2013
TREND November 2009 - October 2012
First Data Corporation January 2006 - September 2008
First Data Corporation January 2001 - January 2006
First Data Corporation October 1997 - January 2001
Concord EFS January 1996 - January 1998
Concord EFS January 1995 - January 1996
Concord EFS January 1993 - January 1995
Corestates Financial Corp. January 1990 - January 1993
Skills
Executive Management, Software Development, Software Project..., Web Development, Team Leadership, Cross-functional Team..., Technical Leadership, Thought Leadership, Java, Project Management, User Interface Design, Large Systems..., Transaction Processing, User Experience, Software Requirements, Process Improvement, Performance Improvement, Competency Based..., Organizational Talent, Enterprise Software, Business Process..., Vendor Management, Program Management, Business Analysis, Requirements Analysis, SDLC, Security, Payment Card Processing, SQL, Quality Assurance, SOA, Enterprise Architecture, Management, Strategy, Leadership, Analysis, Oracle, Web Services, Data Warehousing, Architectures, Requirements Gathering, Microsoft SQL Server, PMO, Web Applications
Education
Temple University 1986 — 1992
Northeast High School 1983 — 1986
YT Wing YT Wing's CoreStates Financial Corp Experience 1988 - 1995
Job Deals Director, M&A Professional at PwC
Industry Management Consulting
Experience
PwC June 2014 - Present
PwC August 2011 - June 2014
PRTM March 2011 - August 2011
Horizons Novus Inc. 2010 - 2011
Sitel 2007 - 2010
Clientlogic Operating Corporation 2000 - 2007
Alliance Data 1997 - 2000
Electronic Payment Services, Inc. 1995 - 1997
CoreStates Financial, Corp 1988 - 1995
Colonial Penn Life Insurance 1983 - 1988
Skills
Enterprise Architecture, Project Management, Vendor Management, Operational Excellence, Information Security, IT Service Management, Strategic Sourcing, ERP, Telecommunications, Business Transformation, Outsourcing, BPO, ITIL, Management Consulting, Program Management, Call Centers, Leadership, IT Management, Data Center, Business Analysis, Management, Strategy, Enterprise Software, Information Technology, Operations Management, Project Planning, Mergers & Acquisitions, IT Strategy, Business Process, Strategic Planning, Business Process..., Governance, Process Improvement, Project Portfolio..., CRM, Service Delivery, Change Management, PMO, Business Intelligence, Cross-functional Team..., Offshoring, Professional Services, Integration, Consulting
Education
Rutgers University – Camden
PwC June 2014 - Present
PwC August 2011 - June 2014
PRTM March 2011 - August 2011
Horizons Novus Inc. 2010 - 2011
Sitel 2007 - 2010
Clientlogic Operating Corporation 2000 - 2007
Alliance Data 1997 - 2000
Electronic Payment Services, Inc. 1995 - 1997
CoreStates Financial, Corp 1988 - 1995
Colonial Penn Life Insurance 1983 - 1988
Skills
Enterprise Architecture, Project Management, Vendor Management, Operational Excellence, Information Security, IT Service Management, Strategic Sourcing, ERP, Telecommunications, Business Transformation, Outsourcing, BPO, ITIL, Management Consulting, Program Management, Call Centers, Leadership, IT Management, Data Center, Business Analysis, Management, Strategy, Enterprise Software, Information Technology, Operations Management, Project Planning, Mergers & Acquisitions, IT Strategy, Business Process, Strategic Planning, Business Process..., Governance, Process Improvement, Project Portfolio..., CRM, Service Delivery, Change Management, PMO, Business Intelligence, Cross-functional Team..., Offshoring, Professional Services, Integration, Consulting
Education
Rutgers University – Camden
Adele (Cirone) Oliva Adele (Cirone) Oliva's CoreStates Financial Corp Experience 1988 - 1991
Job Managing Partner at 1315 Capital, LLC
Industry Venture Capital & Private Equity
Experience
1315 Capital 2014 - Present
Quaker Partners 2007 - Present
Apax Partners 2005 - 2007
Apax Partners 2000 - 2007
Apax Partners 1997 - 2000
Baxter Healthcare 1994 - 1997
Baxter Healthcare 1993 - 1994
CoreStates Financial Corp. 1988 - 1991
Skills
Alternative Investments, Private Equity, Venture Capital, Healthcare, Corporate Development, Mergers & Acquisitions, M&A experience, Due Diligence, Restructuring, Emerging Markets, Angel Investing, Start-ups, Valuation, IPO, Acquisition Integration, Leveraged Finance, Corporate Finance, Entrepreneurship, Strategy, Business Valuation, Investment Banking, Financial Modeling, Investor Relations
Education
Kauffman Fellows Program 1997 — 1999
Fellows Class III
Cornell University - Johnson Graduate School of Management 1991 — 1993
M.B.A., Marketing
Saint Joseph's University 1983 — 1987
B.S., Finance
1315 Capital 2014 - Present
Quaker Partners 2007 - Present
Apax Partners 2005 - 2007
Apax Partners 2000 - 2007
Apax Partners 1997 - 2000
Baxter Healthcare 1994 - 1997
Baxter Healthcare 1993 - 1994
CoreStates Financial Corp. 1988 - 1991
Skills
Alternative Investments, Private Equity, Venture Capital, Healthcare, Corporate Development, Mergers & Acquisitions, M&A experience, Due Diligence, Restructuring, Emerging Markets, Angel Investing, Start-ups, Valuation, IPO, Acquisition Integration, Leveraged Finance, Corporate Finance, Entrepreneurship, Strategy, Business Valuation, Investment Banking, Financial Modeling, Investor Relations
Education
Kauffman Fellows Program 1997 — 1999
Fellows Class III
Cornell University - Johnson Graduate School of Management 1991 — 1993
M.B.A., Marketing
Saint Joseph's University 1983 — 1987
B.S., Finance
Andrew Winton's CoreStates Financial Corp Experience 1982 - 1987
Job Minnesota Banking Industry Chair Professor at Carlson School of Management, University of Minnesota
Industry Financial Services
Experience
University of Minnesota - Carlson School of Management July 1998 - Present
Northwestern University - Kellogg School of Management 1991 - 1998
CoreStates Financial Corp 1982 - 1987
Skills
Banking, Financial Analysis, Analysis, Problem Analysis, Strategic Planning, Financial Modeling, Data Analysis
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Doctor of Philosophy (PhD), Finance
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance
Princeton University 1976 — 1980
A.B., Mathematics
University of Minnesota - Carlson School of Management July 1998 - Present
Northwestern University - Kellogg School of Management 1991 - 1998
CoreStates Financial Corp 1982 - 1987
Skills
Banking, Financial Analysis, Analysis, Problem Analysis, Strategic Planning, Financial Modeling, Data Analysis
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Doctor of Philosophy (PhD), Finance
University of Pennsylvania - The Wharton School 1980 — 1982
Master of Business Administration (MBA), Finance
Princeton University 1976 — 1980
A.B., Mathematics
David Kiefer CPA's CoreStates Financial Corp Experience 1987 - 1995
Job Accounting Professional seeking next new opportunity
Industry Banking
Experience
JPMorgan Chase August 2013 - July 2015
WSFS Bank April 1999 - July 2013
Progress Financial Corporation 1995 - 1999
CoreStates Financial Corp 1987 - 1995
Marucci, Ortals, Annett & Geisel 1985 - 1987
Collective Federal Savings and Loan 1981 - 1985
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Internal Audit, Cash Management, Risk Management, Forecasting, Mergers & Acquisitions, SEC filings, Banking, Finance, Accounts Payable, Analysis, Budgets
Education
Saint Joseph's University 1977 — 1981
Bachelor's degree, Accounting
St. Joseph's University 1977 — 1981
Bachelor of Science (B.S.), Accounting
JPMorgan Chase August 2013 - July 2015
WSFS Bank April 1999 - July 2013
Progress Financial Corporation 1995 - 1999
CoreStates Financial Corp 1987 - 1995
Marucci, Ortals, Annett & Geisel 1985 - 1987
Collective Federal Savings and Loan 1981 - 1985
Skills
Financial Analysis, Financial Reporting, Internal Controls, Auditing, Internal Audit, Cash Management, Risk Management, Forecasting, Mergers & Acquisitions, SEC filings, Banking, Finance, Accounts Payable, Analysis, Budgets
Education
Saint Joseph's University 1977 — 1981
Bachelor's degree, Accounting
St. Joseph's University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Dina Mancini's CoreStates Financial Corp Experience April 1988 - July 1997
Job Project Manager Global Corporate Services, CBRE
Industry Architecture & Planning
Experience
CBRE September 2012 - Present
Now Studying for NCIDQ 2011 - October 2012
CB Richard Ellis June 2010 - September 2011
Professional Services Group in Camden, NJ April 2010 - June 2010
Jones Lang LaSalle May 2006 - October 2008
Trammell Crow Company October 2004 - April 2006
Wachovia, A Wells Fargo Company January 2002 - October 2004
IEI, Inc. and FSI, Inc. 1997 - 2000
CoreStates Financial Corp April 1988 - July 1997
Skills
Interior Design, Scheduling, Construction, Program Management, Documentation, Renovation, Budgeting, Customer Relations, Strategic Planning, Microsoft Office, Team Building, Planning, Facilities Management, Space Planning, Furniture, Construction Management, Problem Solving, Vendor Management, AutoCAD, Construction Documents, Cross-functional Team..., Project Planning, Budgets, Space-planning, Submittals, Customer Service, Software Documentation, Project Management, MS Project, Interior Architecture, Management, Contract Management, Leadership, Move Management, Tenant Improvement, Training, LEED, Procurement, Project Coordination, Green Building, LEED AP, Contract Negotiation, Design Research, FF&E, Feasibility Studies, Mixed-use, Space planning, Sustainable Design, AutoCAD Architecture, Revit
Education
Drexel University 1982 — 1987
B.S, Interior Design
CBRE September 2012 - Present
Now Studying for NCIDQ 2011 - October 2012
CB Richard Ellis June 2010 - September 2011
Professional Services Group in Camden, NJ April 2010 - June 2010
Jones Lang LaSalle May 2006 - October 2008
Trammell Crow Company October 2004 - April 2006
Wachovia, A Wells Fargo Company January 2002 - October 2004
IEI, Inc. and FSI, Inc. 1997 - 2000
CoreStates Financial Corp April 1988 - July 1997
Skills
Interior Design, Scheduling, Construction, Program Management, Documentation, Renovation, Budgeting, Customer Relations, Strategic Planning, Microsoft Office, Team Building, Planning, Facilities Management, Space Planning, Furniture, Construction Management, Problem Solving, Vendor Management, AutoCAD, Construction Documents, Cross-functional Team..., Project Planning, Budgets, Space-planning, Submittals, Customer Service, Software Documentation, Project Management, MS Project, Interior Architecture, Management, Contract Management, Leadership, Move Management, Tenant Improvement, Training, LEED, Procurement, Project Coordination, Green Building, LEED AP, Contract Negotiation, Design Research, FF&E, Feasibility Studies, Mixed-use, Space planning, Sustainable Design, AutoCAD Architecture, Revit
Education
Drexel University 1982 — 1987
B.S, Interior Design
Cathy Holman's CoreStates Financial Corp Experience August 1991 - May 1995
Job Prudential Magnolia Realty
Industry Real Estate
Experience
Prudential Magnolia Realty June 2014 - Present
Berkshire Hathaway HomeServices October 2012 - June 2014
Prudential Bob Yost Homesale 2012 - 2013
CENTURY 21® Heritage 2012 - 2013
Lincoln Intermediate Unit #12 August 2003 - November 2012
CoreStates Financial Corp. August 1991 - May 1995
Skills
Level 2 Reiki, York Twinning..., German, Customer Service, Public Speaking, Team Building, Strategic Planning, Teaching, Policy, Editing, Training, Staff Development, Nonprofits, Social Networking, Coaching, Research, Employee Relations, Proofreading, Social Media, Time Management, Fundraising, Event Planning, Leadership Development, Higher Education, Volunteer Management, Community Outreach, Grant Writing, Curriculum Development, Organizational..., Leadership, PowerPoint, Curriculum Design, Microsoft Office, Marketing, Public Relations, Microsoft Excel, Microsoft Word, Proposal Writing, Management, Blogging, Event Management
Education
Bowling Green State University 1978 — 1981
BA, Political Science and Government
Universitate Salzburg (Austria) 1979 — 1980
1 year exchange, Germanic Languages, Literatures, and Linguistics
Prudential Magnolia Realty June 2014 - Present
Berkshire Hathaway HomeServices October 2012 - June 2014
Prudential Bob Yost Homesale 2012 - 2013
CENTURY 21® Heritage 2012 - 2013
Lincoln Intermediate Unit #12 August 2003 - November 2012
CoreStates Financial Corp. August 1991 - May 1995
Skills
Level 2 Reiki, York Twinning..., German, Customer Service, Public Speaking, Team Building, Strategic Planning, Teaching, Policy, Editing, Training, Staff Development, Nonprofits, Social Networking, Coaching, Research, Employee Relations, Proofreading, Social Media, Time Management, Fundraising, Event Planning, Leadership Development, Higher Education, Volunteer Management, Community Outreach, Grant Writing, Curriculum Development, Organizational..., Leadership, PowerPoint, Curriculum Design, Microsoft Office, Marketing, Public Relations, Microsoft Excel, Microsoft Word, Proposal Writing, Management, Blogging, Event Management
Education
Bowling Green State University 1978 — 1981
BA, Political Science and Government
Universitate Salzburg (Austria) 1979 — 1980
1 year exchange, Germanic Languages, Literatures, and Linguistics
Becca Peterson's CoreStates Financial Corp Experience 1989 - 1996
Job Director, Consulting Services at CGI
Industry Management Consulting
Experience
CGI 2011 - Present
CGI 2004 - 2011
American Management Systems (AMS) 1996 - 2004
CoreStates Financial Corp 1989 - 1996
The Chase Manhattan Bank, N.A. 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Business Process..., Data Analysis, Program Management, Management Consulting, Business Analysis, Change Management, Financial Analysis, Business Development, Managerial Finance, PMO, Requirements Analysis, Project Management, Training, Mergers & Acquisitions, Business Strategy, Integration, Strategy, Consulting, SDLC, Forecasting, IT Strategy, Banking, Business Transformation, Financial Services, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Randolph-Macon Woman's College
Bachelor of Arts, American Studies
The College of William and Mary - The Mason School of Business
Master of Business Administration, General Management
Georgetown University
Certificate, Organization Development/Change Management
American University
Certificate, Large Scale Project Management
CGI 2011 - Present
CGI 2004 - 2011
American Management Systems (AMS) 1996 - 2004
CoreStates Financial Corp 1989 - 1996
The Chase Manhattan Bank, N.A. 1984 - 1986
Merrill Lynch 1981 - 1984
Skills
Business Process..., Data Analysis, Program Management, Management Consulting, Business Analysis, Change Management, Financial Analysis, Business Development, Managerial Finance, PMO, Requirements Analysis, Project Management, Training, Mergers & Acquisitions, Business Strategy, Integration, Strategy, Consulting, SDLC, Forecasting, IT Strategy, Banking, Business Transformation, Financial Services, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Randolph-Macon Woman's College
Bachelor of Arts, American Studies
The College of William and Mary - The Mason School of Business
Master of Business Administration, General Management
Georgetown University
Certificate, Organization Development/Change Management
American University
Certificate, Large Scale Project Management
Jacqui Mace Jacqui Mace's CoreStates Financial Corp Experience 1996 - 1998
Job Lead Talent Development Consultant EY
Industry Pharmaceuticals
Experience
Ernst and Young July 2011 - Present
AmerisourceBergen October 2010 - July 2011
AmerisourceBergen April 2007 - September 2010
Gannett 1999 - 2006
First Union National Bank 1998 - 1999
CoreStates Financial Corp 1996 - 1998
Meridian Bank 1994 - 1996
Skills
Executive Development, Employee Engagement, Succession Planning, Instructional Design, Leadership Development, Diversity and Inclusion, Myers-Briggs Certified, Human Resources, Organizational..., Performance Management, Leadership, Strategy, Training, Change Management, Organizational..., Employee Relations, Talent Management, Deferred Compensation
Education
American University
MSOD, Organizational Development
Ernst and Young July 2011 - Present
AmerisourceBergen October 2010 - July 2011
AmerisourceBergen April 2007 - September 2010
Gannett 1999 - 2006
First Union National Bank 1998 - 1999
CoreStates Financial Corp 1996 - 1998
Meridian Bank 1994 - 1996
Skills
Executive Development, Employee Engagement, Succession Planning, Instructional Design, Leadership Development, Diversity and Inclusion, Myers-Briggs Certified, Human Resources, Organizational..., Performance Management, Leadership, Strategy, Training, Change Management, Organizational..., Employee Relations, Talent Management, Deferred Compensation
Education
American University
MSOD, Organizational Development
Marion Blow's CoreStates Financial Corp Experience 1992 - 1995
Job Financial Manager, Smart Efficiency Program at TD Bank
Industry Financial Services
Experience
TD Bank October 2014 - Present
TD Bank Group April 2011 - October 2014
TD Bank October 2010 - April 2011
Beneficial Mutual Bancorp, Inc. April 1995 - March 2010
CoreStates Financial Corp 1992 - 1995
First Peoples Bank of New Jersey 1988 - 1992
Skills
Mergers, Process Improvement, Financial Reporting, Forecasting, Banking, Budgets, Strategic Planning, Leadership, Accounting, Managerial Finance, Project Management, Due Diligence, Finance, Financial Analysis, Risk Management, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Credit, Capital Markets, Commercial Banking, Credit Analysis, Commercial Lending, Program Management, Retail Banking, Business Analysis, Loans, Management, Financial Risk, Portfolio Management, Small Business Lending, Analysis, Strategy, Cash Management, Corporate Finance, Financial Services, Valuation, Credit Risk, Treasury Management, Investments, Relationship Management, Consumer Lending, Executive Management, Cash Flow, Enterprise Risk...
Education
Rowan University
BS, Accounting
TD Bank October 2014 - Present
TD Bank Group April 2011 - October 2014
TD Bank October 2010 - April 2011
Beneficial Mutual Bancorp, Inc. April 1995 - March 2010
CoreStates Financial Corp 1992 - 1995
First Peoples Bank of New Jersey 1988 - 1992
Skills
Mergers, Process Improvement, Financial Reporting, Forecasting, Banking, Budgets, Strategic Planning, Leadership, Accounting, Managerial Finance, Project Management, Due Diligence, Finance, Financial Analysis, Risk Management, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Credit, Capital Markets, Commercial Banking, Credit Analysis, Commercial Lending, Program Management, Retail Banking, Business Analysis, Loans, Management, Financial Risk, Portfolio Management, Small Business Lending, Analysis, Strategy, Cash Management, Corporate Finance, Financial Services, Valuation, Credit Risk, Treasury Management, Investments, Relationship Management, Consumer Lending, Executive Management, Cash Flow, Enterprise Risk...
Education
Rowan University
BS, Accounting
David B. Lipkin David B. Lipkin's CoreStates Financial Corp Experience June 1978 - December 1992
Job Sole Practitioner at Law Offices of David B Lipkin
Industry Law Practice
Experience
Law Offices of David B Lipkin February 2001 - Present
Maverick Network Solutions Inc. July 2006 - March 2011
Drinker Biddle & Reath LLP March 1996 - January 2001
Electronic Payment Systems Inc. 1992 - 1996
CoreStates Financial Corp June 1978 - December 1992
Skills
Payment Systems, Banking Law, Prepaid Cards, Cards, Payments, Debit Cards, Credit Cards, Contract Negotiation, Payment Processing, Banking, Start-ups, Compliance, E-commerce, Payment Card Processing, Executive Management, Electronic Payments, Mergers & Acquisitions, Corporate Governance, E-payments, Mobile Payments, Credit, Strategy, Fraud, Mobile Commerce, Payment Services, Strategic Partnerships, Acquiring, Financial Services, Joint Ventures, Transaction Processing, Financial Institutions, Commercial Litigation, Electronic Funds..., Venture Capital, Due Diligence, AML, Restructuring, Legal Advice, Legal Assistance, Corporate Law, Payment Industry, Private Equity, Payment Cards, PCI DSS, Litigation, Acquisitions, Program Management, Licensing, Business Transactions, Revocable Trusts
Education
Temple University - James E. Beasley School of Law 1967 — 1969
JD, Law
Georgetown University Law School 1964 — 1966
None, Law
Law Offices of David B Lipkin February 2001 - Present
Maverick Network Solutions Inc. July 2006 - March 2011
Drinker Biddle & Reath LLP March 1996 - January 2001
Electronic Payment Systems Inc. 1992 - 1996
CoreStates Financial Corp June 1978 - December 1992
Skills
Payment Systems, Banking Law, Prepaid Cards, Cards, Payments, Debit Cards, Credit Cards, Contract Negotiation, Payment Processing, Banking, Start-ups, Compliance, E-commerce, Payment Card Processing, Executive Management, Electronic Payments, Mergers & Acquisitions, Corporate Governance, E-payments, Mobile Payments, Credit, Strategy, Fraud, Mobile Commerce, Payment Services, Strategic Partnerships, Acquiring, Financial Services, Joint Ventures, Transaction Processing, Financial Institutions, Commercial Litigation, Electronic Funds..., Venture Capital, Due Diligence, AML, Restructuring, Legal Advice, Legal Assistance, Corporate Law, Payment Industry, Private Equity, Payment Cards, PCI DSS, Litigation, Acquisitions, Program Management, Licensing, Business Transactions, Revocable Trusts
Education
Temple University - James E. Beasley School of Law 1967 — 1969
JD, Law
Georgetown University Law School 1964 — 1966
None, Law
Marjorie Snelling Marjorie Snelling's CoreStates Financial Corp Experience 1985 - 1998
Job Chief Operating Officer, Wealth Management Division at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company November 2011 - Present
Lincoln Financial Advisors June 2009 - December 2011
Lincoln Financial Group March 2005 - February 2009
Consultant 1999 - 2005
CoreStates Financial Corp 1985 - 1998
Skills
Wealth Management, Retirement Planning
Education
University of Pennsylvania
BS, Economics
The Bryn Mawr Trust Company November 2011 - Present
Lincoln Financial Advisors June 2009 - December 2011
Lincoln Financial Group March 2005 - February 2009
Consultant 1999 - 2005
CoreStates Financial Corp 1985 - 1998
Skills
Wealth Management, Retirement Planning
Education
University of Pennsylvania
BS, Economics
Charles N. Dungan, SHRM-SCP, SPHR Charles N. Dungan, SHRM-SCP, SPHR's CoreStates Financial Corp Experience December 1995 - May 1998
Job Organizational Effectiveness Specialist at Rutgers, The State University of New Jersey
Industry Management Consulting
Experience
Rutgers University September 2009 - Present
Siemens Medical Solutions USA November 2007 - September 2008
Siemens Medical Solutions USA May 2006 - November 2007
Siemens Medical Solutions USA August 2003 - May 2006
Siemens Medical Solutions USA February 2002 - August 2003
Darwin Partners, Inc. November 2001 - February 2002
(Self-Employed) March 2001 - November 2001
First Union Corporation February 2000 - March 2001
First Union Corporation May 1998 - April 1999
CoreStates Financial Corp. December 1995 - May 1998
Skills
Change Management, Quality Assurance, Human Resources, Career Development, Organizational..., Performance Management, Personnel Management, Healthcare, Strategic Planning, Process Improvement, Leadership, Project Management, Vendor Management, Healthcare Information..., Integration, Management, Strategy
Education
Muhlenberg College 1968 — 1972
BA
Penn State University
Rutgers University September 2009 - Present
Siemens Medical Solutions USA November 2007 - September 2008
Siemens Medical Solutions USA May 2006 - November 2007
Siemens Medical Solutions USA August 2003 - May 2006
Siemens Medical Solutions USA February 2002 - August 2003
Darwin Partners, Inc. November 2001 - February 2002
(Self-Employed) March 2001 - November 2001
First Union Corporation February 2000 - March 2001
First Union Corporation May 1998 - April 1999
CoreStates Financial Corp. December 1995 - May 1998
Skills
Change Management, Quality Assurance, Human Resources, Career Development, Organizational..., Performance Management, Personnel Management, Healthcare, Strategic Planning, Process Improvement, Leadership, Project Management, Vendor Management, Healthcare Information..., Integration, Management, Strategy
Education
Muhlenberg College 1968 — 1972
BA
Penn State University
Joseph P. Saponaro, MBA Joseph P. Saponaro, MBA's CoreStates Financial Corp Experience January 1992 - May 1995
Job ShareFile Corporate Sales Representative at Citrix
Industry Information Technology and Services
Experience
Citrix June 2015 - Present
soapmakerit.com 2012 - June 2015
Camilla Java 2005 - 2010
Baconton Community Charter School August 2001 - May 2005
Saponaro & Associates May 1995 - August 2002
CoreStates Financial Corp January 1992 - May 1995
Real Estate Appraisal Associate January 1985 - January 1992
Price Williams & Associates February 1983 - June 1984
Princeton Ballet 1979 - 1984
Skills
Leadership, Marketing Strategy, Team Leadership, Marketing, Strategic Planning, Product Development, Analysis, Recruiting, Team Building, Sales Management, Public Speaking, Research, Online Advertising, Access, Budgets, Sales, Teaching, Microsoft Excel, Office 365, Office 365 Sharepoint..., Microsoft Partner, Excel, SPSS, High-Impact Sales..., Purchasing, Microsoft SQL Server, Business Intelligence...
Education
Northcentral University 2010 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, 3.88
Thomas Edison State College 1983 — 1984
Bachelor of Arts (B.A.), Liberal Arts
Citrix June 2015 - Present
soapmakerit.com 2012 - June 2015
Camilla Java 2005 - 2010
Baconton Community Charter School August 2001 - May 2005
Saponaro & Associates May 1995 - August 2002
CoreStates Financial Corp January 1992 - May 1995
Real Estate Appraisal Associate January 1985 - January 1992
Price Williams & Associates February 1983 - June 1984
Princeton Ballet 1979 - 1984
Skills
Leadership, Marketing Strategy, Team Leadership, Marketing, Strategic Planning, Product Development, Analysis, Recruiting, Team Building, Sales Management, Public Speaking, Research, Online Advertising, Access, Budgets, Sales, Teaching, Microsoft Excel, Office 365, Office 365 Sharepoint..., Microsoft Partner, Excel, SPSS, High-Impact Sales..., Purchasing, Microsoft SQL Server, Business Intelligence...
Education
Northcentral University 2010 — 2014
Master of Business Administration (M.B.A.), Management Information Systems, 3.88
Thomas Edison State College 1983 — 1984
Bachelor of Arts (B.A.), Liberal Arts
Cristina Kovarick Cristina Kovarick's CoreStates Financial Corp Experience 1990 - 1999
Job Vice President, Treasury Management Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Wells Fargo Bank February 2013 - Present
Independent June 2012 - January 2013
Nap Nanny, LLC October 2011 - November 2012
Nap Nanny, LLC November 2008 - August 2011
National City Bank June 2000 - November 2009
First Union National Bank 1999 - 2000
CoreStates Financial Corp 1990 - 1999
Skills
Treasury Management, Relationship Management, Project Management, Banking, Commercial Banking, Cash Management, Business Development, Finance, CRM, Account Management, Credit, Portfolio Management, Start-ups, Sales, Financial Services, Payments, Financial Risk, Loans, Management
Education
University of Delaware
BSBA, Finance, Marketing
Radnor High School
Gayle Herbert Robinson's CoreStates Financial Corp Experience March 1990 - March 1995
Job Creative Director at Perfect Little Black Dress Ink
Industry Writing and Editing
Experience
Perfect Little Black Dress Ink January 2012 - Present
Nuss & Associates Inc. January 2009 - June 2013
Moderne Scribe - (By-the-Scribe) March 1995 - March 2009
CoreStates Financial Corp. March 1990 - March 1995
Germantown Courier/Mt. Airy Express, Philadelphia New Observer and The Main Line Times June 1987 - March 1990
Bantam Publishing Company March 1986 - June 1987
Skills
Copywriting, Fashion, Web Content, SEO copywriting, Blogging, Screenwriting, Creative Writing, Social Media Marketing, Speech Writing, Online Marketing, Email Marketing, Advertising, Animation Scriptwriting, Adult, Young Adult &..., Online Video..., Liturgical Dance..., Zumba Fitness Instructor, Rebounding (Mini..., Event Planning, Fiction Writing, Books, Published Author, Publishing, Publications, Proofreading, Novels, Social Networking, Editing, Literature, Magazines, Newsletters, SEO, Copy Editing, Creative Direction
Education
Frankford High School
Frankford High School
Temple University
B.A., Journalism
Temple University
B.A., Journalism
Perfect Little Black Dress Ink January 2012 - Present
Nuss & Associates Inc. January 2009 - June 2013
Moderne Scribe - (By-the-Scribe) March 1995 - March 2009
CoreStates Financial Corp. March 1990 - March 1995
Germantown Courier/Mt. Airy Express, Philadelphia New Observer and The Main Line Times June 1987 - March 1990
Bantam Publishing Company March 1986 - June 1987
Skills
Copywriting, Fashion, Web Content, SEO copywriting, Blogging, Screenwriting, Creative Writing, Social Media Marketing, Speech Writing, Online Marketing, Email Marketing, Advertising, Animation Scriptwriting, Adult, Young Adult &..., Online Video..., Liturgical Dance..., Zumba Fitness Instructor, Rebounding (Mini..., Event Planning, Fiction Writing, Books, Published Author, Publishing, Publications, Proofreading, Novels, Social Networking, Editing, Literature, Magazines, Newsletters, SEO, Copy Editing, Creative Direction
Education
Frankford High School
Frankford High School
Temple University
B.A., Journalism
Temple University
B.A., Journalism
Andrew Sperling's CoreStates Financial Corp Experience 1996 - 1998
Job Training & Development Professional
Industry Education Management
Experience
Sabbatical & Illness time 2008 - 2010
NJ & PA public schools 2003 - 2007
Day & Zimmermann 1998 - 2000
CoreStates Financial Corp. 1996 - 1998
Various 1992 - 1996
Meyer, Strong & Jones 1988 - 1990
KLR Travel 1985 - 1986
St. Moritz Hotel 1984 - 1984
Education
Eastern University 2000 — 2004
M. Ed., Multicultural Education
Baruch College, City University of New York (CUNY) 1990 — 1992
M.B.A., Management; Business Administration & Policy
Vassar College 1980 — 1983
B.A., French
Spackenkill High School
Sabbatical & Illness time 2008 - 2010
NJ & PA public schools 2003 - 2007
Day & Zimmermann 1998 - 2000
CoreStates Financial Corp. 1996 - 1998
Various 1992 - 1996
Meyer, Strong & Jones 1988 - 1990
KLR Travel 1985 - 1986
St. Moritz Hotel 1984 - 1984
Education
Eastern University 2000 — 2004
M. Ed., Multicultural Education
Baruch College, City University of New York (CUNY) 1990 — 1992
M.B.A., Management; Business Administration & Policy
Vassar College 1980 — 1983
B.A., French
Spackenkill High School
Merrill Spicer's CoreStates Financial Corp Experience April 1973 - November 1998
Job Associate Director
Industry Pharmaceuticals
Experience
Wyeth November 1998 - October 2011
Corestates Financial Corp April 1973 - November 1998
Skills
Pharmaceutical Industry, Vendor Management, Computer System..., 21 CFR Part 11, Validation, Project Management, Problem Solving, Consolidation, Cross-functional Team..., Change Control, GxP, Sop, IT Management, Data Center, Process Improvement, Infrastructure, ITIL, IT Strategy, Change Management, SDLC, IT Operations, Business Analysis, Integration, Disaster Recovery, IT Service Management, Servers, Leadership, Information Technology, Software Documentation, Management, Project Portfolio..., Quality Assurance, PMP, DNS, PMO, FDA, Visio, LIMS, GAMP, Business Process..., GMP, SharePoint, Regulatory Requirements
Education
Temple University 1970 — 1971
Wyeth November 1998 - October 2011
Corestates Financial Corp April 1973 - November 1998
Skills
Pharmaceutical Industry, Vendor Management, Computer System..., 21 CFR Part 11, Validation, Project Management, Problem Solving, Consolidation, Cross-functional Team..., Change Control, GxP, Sop, IT Management, Data Center, Process Improvement, Infrastructure, ITIL, IT Strategy, Change Management, SDLC, IT Operations, Business Analysis, Integration, Disaster Recovery, IT Service Management, Servers, Leadership, Information Technology, Software Documentation, Management, Project Portfolio..., Quality Assurance, PMP, DNS, PMO, FDA, Visio, LIMS, GAMP, Business Process..., GMP, SharePoint, Regulatory Requirements
Education
Temple University 1970 — 1971
Janet Drumm Janet Drumm's CoreStates Financial Corp Experience 1974 - 1996
Job Implementation Project Lead at PayChoice
Industry Human Resources
Experience
PayChoice January 2013 - Present
PayChoice November 2003 - Present
USA Payroll Cherry Hill, NJ 1999 - 2003
GENESYS Systems 1996 - 1999
CoreStates Financial Corp 1974 - 1996
Skills
HRIS, Human Resources, Employee Benefits, Benefits Administration, PeopleSoft, Performance Management, SDLC, Microsoft SQL Server, Visio, Microsoft Office, Employee Relations
Education
Ridley High School
Rutgers, The State University of New Jersey-Camden
Accounting and Finance
PayChoice January 2013 - Present
PayChoice November 2003 - Present
USA Payroll Cherry Hill, NJ 1999 - 2003
GENESYS Systems 1996 - 1999
CoreStates Financial Corp 1974 - 1996
Skills
HRIS, Human Resources, Employee Benefits, Benefits Administration, PeopleSoft, Performance Management, SDLC, Microsoft SQL Server, Visio, Microsoft Office, Employee Relations
Education
Ridley High School
Rutgers, The State University of New Jersey-Camden
Accounting and Finance
Jennifer Bates Conklyn's CoreStates Financial Corp Experience 1988 - 1994
Job Client Service Associate at The Centurion Group, LLC
Industry Financial Services
Experience
The Centurion Group, LLC 2012 - Present
Northwestern Mutual 2011 - 2012
The Knit Wit / Adam Lippes 2009 - 2011
Jimmy Duffy & Sons Catering 1995 - 1998
Corestates Financial Corp 1988 - 1994
Skills
Financial Reporting, Accounting, Insurance, Strategic Financial..., Microsoft Excel, Retirement, Customer Service, Microsoft Office
Education
Bucknell University 1984 — 1988
BS, Accounting
The Restaurant School 1994 — 1996
Associate, Culinary Arts
Episcopal Academy 1981 — 1984
The Centurion Group, LLC 2012 - Present
Northwestern Mutual 2011 - 2012
The Knit Wit / Adam Lippes 2009 - 2011
Jimmy Duffy & Sons Catering 1995 - 1998
Corestates Financial Corp 1988 - 1994
Skills
Financial Reporting, Accounting, Insurance, Strategic Financial..., Microsoft Excel, Retirement, Customer Service, Microsoft Office
Education
Bucknell University 1984 — 1988
BS, Accounting
The Restaurant School 1994 — 1996
Associate, Culinary Arts
Episcopal Academy 1981 — 1984
Lauren Powers Lauren Powers's CoreStates Financial Corp Experience 1985 - 1990
Job Senior Vice President, Business Development at Barnes & Conti Associates
Industry Management Consulting
Experience
Barnes & Conti Associates April 2010 - Present
Barnes & Conti Associates, Inc. March 2006 - Present
Situation Management Systems, Inc. 1990 - 2003
CoreStates Financial Corp 1985 - 1990
RCA - Missile & Surface Radar Division 1984 - 1985
Richardson 1983 - 1984
Manufacturers Hanover 1979 - 1983
Skills
Sales Management, Needs Analysis, Business Planning, Curriculum Development, Leadership Development, Influence Others, Innovation Management, Coaching, Leadership, Program Management, Workshop Facilitation, Organizational..., Training, Executive Coaching, Project Management, Consulting, Business Development, Team Building, Change Management, New Business Development, Account Management, Organizational..., Talent Management, Public Speaking, Career Development, Performance Management, Culture Change, Management Development, 360 Feedback, Executive Development, Strategic Thinking, Emotional Intelligence, Employee Training, Management Consulting, Instructional Design, Cross-functional Team...
Education
Union College 1974 — 1978
BS
Barnes & Conti Associates April 2010 - Present
Barnes & Conti Associates, Inc. March 2006 - Present
Situation Management Systems, Inc. 1990 - 2003
CoreStates Financial Corp 1985 - 1990
RCA - Missile & Surface Radar Division 1984 - 1985
Richardson 1983 - 1984
Manufacturers Hanover 1979 - 1983
Skills
Sales Management, Needs Analysis, Business Planning, Curriculum Development, Leadership Development, Influence Others, Innovation Management, Coaching, Leadership, Program Management, Workshop Facilitation, Organizational..., Training, Executive Coaching, Project Management, Consulting, Business Development, Team Building, Change Management, New Business Development, Account Management, Organizational..., Talent Management, Public Speaking, Career Development, Performance Management, Culture Change, Management Development, 360 Feedback, Executive Development, Strategic Thinking, Emotional Intelligence, Employee Training, Management Consulting, Instructional Design, Cross-functional Team...
Education
Union College 1974 — 1978
BS
Amy Foran Amy Foran's CoreStates Financial Corp Experience September 1997 - June 1998
Job Director Labor Relations at Bemis Company, Inc.
Industry Publishing
Experience
Bemis Company, Inc. March 2014 - Present
Tribune Company November 2009 - March 2014
Morgan, Lewis & Bockius LLP July 2007 - October 2009
Day & Zimmermann June 1998 - July 2007
Corestates Financial Corp. September 1997 - June 1998
PECO Energy May 1996 - September 1997
SEPTA August 1995 - May 1996
QUEBECOR PRINTING, INC August 1993 - August 1995
Skills
Negotiation, Arbitration, Counseling, Litigation Management, Non-compete Agreements, Employment Law, EEO, Employee Relations, Labor Relations, Risk Management, Problem Solving, Employment Litigation, Policy, Human Resources, Interviews, Employee Benefits, Litigation, FMLA, Collective Bargaining, Grievances, Employment..., Union, Legal Advice, Employment Contracts, Dispute Resolution
Education
Temple University - James E. Beasley School of Law
JD, Law
University of Michigan
Masters, Business
University of Michigan
Bachelor of Music, Piano Principal
Bemis Company, Inc. March 2014 - Present
Tribune Company November 2009 - March 2014
Morgan, Lewis & Bockius LLP July 2007 - October 2009
Day & Zimmermann June 1998 - July 2007
Corestates Financial Corp. September 1997 - June 1998
PECO Energy May 1996 - September 1997
SEPTA August 1995 - May 1996
QUEBECOR PRINTING, INC August 1993 - August 1995
Skills
Negotiation, Arbitration, Counseling, Litigation Management, Non-compete Agreements, Employment Law, EEO, Employee Relations, Labor Relations, Risk Management, Problem Solving, Employment Litigation, Policy, Human Resources, Interviews, Employee Benefits, Litigation, FMLA, Collective Bargaining, Grievances, Employment..., Union, Legal Advice, Employment Contracts, Dispute Resolution
Education
Temple University - James E. Beasley School of Law
JD, Law
University of Michigan
Masters, Business
University of Michigan
Bachelor of Music, Piano Principal
Chris B. Harris, CPA Chris B. Harris, CPA's CoreStates Financial Corp Experience 1984 - 1986
Job Managing Director
Industry Financial Services
Experience
ICS Risk Advisors April 2011 - Present
Accume Partners 1996 - 2009
Grant Thornton LLP 1986 - 1996
CoreStates Financial Corp. 1984 - 1986
Nutrisystem 1978 - 1984
Ernst & Young 1970 - 1978
Education
Susquehanna University 1966 — 1970
BS, Accounting
ICS Risk Advisors April 2011 - Present
Accume Partners 1996 - 2009
Grant Thornton LLP 1986 - 1996
CoreStates Financial Corp. 1984 - 1986
Nutrisystem 1978 - 1984
Ernst & Young 1970 - 1978
Education
Susquehanna University 1966 — 1970
BS, Accounting
Christopher Gibbons Christopher Gibbons's CoreStates Financial Corp Experience September 1988 - January 1993
Job V.P. Unified Managed Accounts: Product Manager at PNC Bank Asset Management
Industry Financial Services
Experience
PNC Bank - Asset Management September 2010 - Present
Roman Catholic High School 1982 - 2014
Philadelphia Inquirer 2008 - 2013
SEI Investments July 2006 - March 2010
SEI Investments January 2003 - July 2006
SEI Investments January 2000 - January 2003
SEI Investments January 1997 - January 2000
SEI Trust Company January 1993 - January 1997
CORESTATES FINANCIAL CORP September 1988 - January 1993
Mellon Bank September 1981 - September 1988
Skills
Securities, Portfolio Management, Mutual Funds, Banking, Leadership, Investments, Financial Services, Asset Management, Wealth Management, Accounting, Investment Advisory, Management, Sales, Training
Education
Drexel University - College of Business and Administration 1982 — 1994
Bachelor of Science (B.S.), Accounting
Roman Catholic High School
PNC Bank - Asset Management September 2010 - Present
Roman Catholic High School 1982 - 2014
Philadelphia Inquirer 2008 - 2013
SEI Investments July 2006 - March 2010
SEI Investments January 2003 - July 2006
SEI Investments January 2000 - January 2003
SEI Investments January 1997 - January 2000
SEI Trust Company January 1993 - January 1997
CORESTATES FINANCIAL CORP September 1988 - January 1993
Mellon Bank September 1981 - September 1988
Skills
Securities, Portfolio Management, Mutual Funds, Banking, Leadership, Investments, Financial Services, Asset Management, Wealth Management, Accounting, Investment Advisory, Management, Sales, Training
Education
Drexel University - College of Business and Administration 1982 — 1994
Bachelor of Science (B.S.), Accounting
Roman Catholic High School
Julie Davidson Julie Davidson's CoreStates Financial Corp Experience 1997 - 1998
Job Vice President of Development, Lower East Side Tenement Museum
Industry Fund-Raising
Experience
Lower East Side Tenement Museum May 2015 - Present
Save the Children US 2014 - 2015
NewYork-Presbyterian Hospital 2013 - 2013
Central Park Conservancy 2011 - 2013
The Forward 2010 - 2011
Pace University 2006 - 2008
Temple University 2000 - 2006
Villanova University 1998 - 1999
CoreStates Financial Corp 1997 - 1998
The Tierney Group 1993 - 1997
Skills
Annual Giving, Prospect Research, Non-profits, Alumni Relations, Philanthropy, Stewardship, Fundraising, Event Management, Strategy, Fundraisers, Board Development, Newsletters, Nonprofits, Public Relations, Leadership, Advertising, Program Development, Raiser's Edge, Publicity, Non-profit..., Volunteer Management, Grant Writing, Capital Campaign..., Major Gift Development, Planned Giving, Grants, Speech Writing
Education
Temple University 1989 — 1993
Bachelors, Summa cum Laude, Journalism
Lower East Side Tenement Museum May 2015 - Present
Save the Children US 2014 - 2015
NewYork-Presbyterian Hospital 2013 - 2013
Central Park Conservancy 2011 - 2013
The Forward 2010 - 2011
Pace University 2006 - 2008
Temple University 2000 - 2006
Villanova University 1998 - 1999
CoreStates Financial Corp 1997 - 1998
The Tierney Group 1993 - 1997
Skills
Annual Giving, Prospect Research, Non-profits, Alumni Relations, Philanthropy, Stewardship, Fundraising, Event Management, Strategy, Fundraisers, Board Development, Newsletters, Nonprofits, Public Relations, Leadership, Advertising, Program Development, Raiser's Edge, Publicity, Non-profit..., Volunteer Management, Grant Writing, Capital Campaign..., Major Gift Development, Planned Giving, Grants, Speech Writing
Education
Temple University 1989 — 1993
Bachelors, Summa cum Laude, Journalism
John Stefanowicz's CoreStates Financial Corp Experience 1996 - 1998
Job at John Stefanowicz, Attorney at Law
Industry Banking
Experience
John Stefanowicz (Solo Practitioner) January 2010 - Present
Sovereign Bank December 1998 - May 2009
CoreStates Financial Corp 1996 - 1998
CoreStates Financial Corp 1988 - 1996
Manufacturers Hanover Consumer Services Group 1986 - 1988
Chapter 13 Bankruptcy Trustee 1984 - 1986
US District Court, Eastern District of PA; Hon. Richard A. Powers III, US Magistrate 1983 - 1984
CONRAIL Marketing Department 1981 - 1982
Skills
Banking, Intellectual Property, Corporate Governance, Program Management, Commercial Lending, Mergers, Vendor Management, Due Diligence, Mergers & Acquisitions, Risk Management, Legal Writing, Litigation, Banking Law, Public Speaking, Corporate Law, Finance, Financial Services, Negotiation, Management, Loans, Security, Portfolio Management, Securities, Training, Retail Banking, Bankruptcy, Fraud
Education
Continuing Education
CLE and Skills
Temple University
JD
Temple University
MBA, Computer and Information Science
Temple University
BBA, Finance
John Stefanowicz (Solo Practitioner) January 2010 - Present
Sovereign Bank December 1998 - May 2009
CoreStates Financial Corp 1996 - 1998
CoreStates Financial Corp 1988 - 1996
Manufacturers Hanover Consumer Services Group 1986 - 1988
Chapter 13 Bankruptcy Trustee 1984 - 1986
US District Court, Eastern District of PA; Hon. Richard A. Powers III, US Magistrate 1983 - 1984
CONRAIL Marketing Department 1981 - 1982
Skills
Banking, Intellectual Property, Corporate Governance, Program Management, Commercial Lending, Mergers, Vendor Management, Due Diligence, Mergers & Acquisitions, Risk Management, Legal Writing, Litigation, Banking Law, Public Speaking, Corporate Law, Finance, Financial Services, Negotiation, Management, Loans, Security, Portfolio Management, Securities, Training, Retail Banking, Bankruptcy, Fraud
Education
Continuing Education
CLE and Skills
Temple University
JD
Temple University
MBA, Computer and Information Science
Temple University
BBA, Finance
Marianne Mainardi's CoreStates Financial Corp Experience June 1980 - August 1983
Job President and COO at Ditech Mortgage Corp
Industry Financial Services
Experience
Ditech Mortgage Corp 2014 - Present
Greentree Servicing LLC March 2013 - 2014
Ally Bank/GMAC Bank January 2002 - February 2013
GMAC Mortgage August 1983 - December 2001
CoreStates Financial Corp June 1980 - August 1983
Skills
Program Management, Mortgage Banking, Due Diligence, Loans, Portfolio Management, Financial Services, Vendor Management, Mortgage Lending, Credit, Credit Risk, Capital Markets, Banking, Risk Management, Credit Analysis, Loan Origination, Financial Analysis, Financial Risk, Loss Mitigation, Underwriting, Process Improvement, Financial Modeling, FHA, Executive Management, Mortgage Underwriting, Finance, Treasury Management, Investments, Fixed Income, Commercial Lending, Consumer Lending, Refinance, Operational Risk..., Asset Management, Strategic Financial..., Cash Management, Valuation, Real Estate Economics, Insurance, Relationship Management, Mergers & Acquisitions, Retail Banking, Enterprise Risk..., Securities, Investment Banking, Commercial Banking, Residential Mortgages, Structured Finance, Mortgage Servicing, Small Business Lending, Funding
Education
Penn State University 1976 — 1980
BS, Accounting
Ditech Mortgage Corp 2014 - Present
Greentree Servicing LLC March 2013 - 2014
Ally Bank/GMAC Bank January 2002 - February 2013
GMAC Mortgage August 1983 - December 2001
CoreStates Financial Corp June 1980 - August 1983
Skills
Program Management, Mortgage Banking, Due Diligence, Loans, Portfolio Management, Financial Services, Vendor Management, Mortgage Lending, Credit, Credit Risk, Capital Markets, Banking, Risk Management, Credit Analysis, Loan Origination, Financial Analysis, Financial Risk, Loss Mitigation, Underwriting, Process Improvement, Financial Modeling, FHA, Executive Management, Mortgage Underwriting, Finance, Treasury Management, Investments, Fixed Income, Commercial Lending, Consumer Lending, Refinance, Operational Risk..., Asset Management, Strategic Financial..., Cash Management, Valuation, Real Estate Economics, Insurance, Relationship Management, Mergers & Acquisitions, Retail Banking, Enterprise Risk..., Securities, Investment Banking, Commercial Banking, Residential Mortgages, Structured Finance, Mortgage Servicing, Small Business Lending, Funding
Education
Penn State University 1976 — 1980
BS, Accounting
Bill Wahl's CoreStates Financial Corp Experience November 1989 - June 1998
Job Financial Strategist at Rockwell Associates
Industry Financial Services
Experience
Rockwell Associates March 2009 - Present
Edward Jones Investments November 2006 - February 2009
JP Morgan Chase March 1999 - March 2006
CoreStates Financial Corp November 1989 - June 1998
Skills
Investments, Financial Services, Finance, Pensions, FINRA, Program Management, Health Insurance, Tax, Investment Properties, Banking
Education
Syracuse University 1984 — 1989
The Maxwell School at Syracuse University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Rockwell Associates March 2009 - Present
Edward Jones Investments November 2006 - February 2009
JP Morgan Chase March 1999 - March 2006
CoreStates Financial Corp November 1989 - June 1998
Skills
Investments, Financial Services, Finance, Pensions, FINRA, Program Management, Health Insurance, Tax, Investment Properties, Banking
Education
Syracuse University 1984 — 1989
The Maxwell School at Syracuse University 1984 — 1989
Bachelor of Arts (B.A.), Economics
Steve Gavarone's CoreStates Financial Corp Experience June 1984 - January 1998
Job Senior Software Architect at Computer Sciences Corp.
Industry Information Technology and Services
Experience
Computer Sciences Corp. January 1998 - Present
Corestates Financial Corp. June 1984 - January 1998
Education
Gloucester County College 2008 — 2009
AS, Computer Science
Temple University
Computer Sciences Corp. January 1998 - Present
Corestates Financial Corp. June 1984 - January 1998
Education
Gloucester County College 2008 — 2009
AS, Computer Science
Temple University
Steve Kent's CoreStates Financial Corp Experience June 1984 - May 1992
Job Director, Subaru of America, Inc.
Industry Automotive
Experience
Subaru of America September 2007 - Present
Subaru of America June 1998 - September 2007
PMA Insurance Group 1992 - 1998
CoreStates Financial Corp June 1984 - May 1992
Skills
Oracle E-Business Suite, Consulting, ERP, Process Improvement, Business Process, Vendor Management, Business Analysis, Business Intelligence, Automotive, SaaS, Program Management, Business Process..., CRM, Oracle Applications
Education
La Salle University - School of Business Administration 1987 — 1989
MBA, Finance
Indiana University of Pennsylvania 1982 — 1984
ba, Management Information Systems
Subaru of America September 2007 - Present
Subaru of America June 1998 - September 2007
PMA Insurance Group 1992 - 1998
CoreStates Financial Corp June 1984 - May 1992
Skills
Oracle E-Business Suite, Consulting, ERP, Process Improvement, Business Process, Vendor Management, Business Analysis, Business Intelligence, Automotive, SaaS, Program Management, Business Process..., CRM, Oracle Applications
Education
La Salle University - School of Business Administration 1987 — 1989
MBA, Finance
Indiana University of Pennsylvania 1982 — 1984
ba, Management Information Systems
Michael Kustrup's CoreStates Financial Corp Experience 1992 - 1997
Job Senior Manager Advisory Services at Ernst & Young
Industry Information Services
Experience
Ernst & Young April 2011 - Present
ISA Consulting 2000 - April 2011
Vlasic Foods International 1997 - 2000
Lenox, Inc 1996 - 1998
CoreStates Financial Corp 1992 - 1997
Education
Babson College 1988 — 1992
The Hun School of Princeton 1984 — 1988
Ernst & Young April 2011 - Present
ISA Consulting 2000 - April 2011
Vlasic Foods International 1997 - 2000
Lenox, Inc 1996 - 1998
CoreStates Financial Corp 1992 - 1997
Education
Babson College 1988 — 1992
The Hun School of Princeton 1984 — 1988
Lydia Hernandez Velez's CoreStates Financial Corp Experience March 1995 - June 1998
Job Deputy Managing Director for Aging at City of Philadelphia
Industry Financial Services
Experience
City of Philadelphia 2010 - Present
LEUKEMIA & LYMPHOMA SOCIETY2008-2009 October 2008 - July 2009
WACHOVIA BANK January 2007 - February 2008
COMMONWEATLH OF PENNSYLVANIA March 2003 - December 2006
Philadelphia Census January 1999 - January 2000
CoreStates Financial Corp March 1995 - June 1998
CoreServices & Regulatory Compliance May 1992 - November 1994
CoreStates Financial Corporation January 1990 - May 1992
Private Industry Council of Philadelphia September 1988 - August 1989
Temple University April 1985 - June 1987
Skills
Strategic Planning, Public Speaking
Education
Maurice A. Deane School of Law at Hofstra University 1972 — 1975
JD
Barnard College 1968 — 1972
Taft High School 1965 — 1968
Barnard College, Columbia University
Bachelor of Art
Darden School of Business, University of Virginia
Juris Doctor
Harvard School of Business, Harvard University
City of Philadelphia 2010 - Present
LEUKEMIA & LYMPHOMA SOCIETY2008-2009 October 2008 - July 2009
WACHOVIA BANK January 2007 - February 2008
COMMONWEATLH OF PENNSYLVANIA March 2003 - December 2006
Philadelphia Census January 1999 - January 2000
CoreStates Financial Corp March 1995 - June 1998
CoreServices & Regulatory Compliance May 1992 - November 1994
CoreStates Financial Corporation January 1990 - May 1992
Private Industry Council of Philadelphia September 1988 - August 1989
Temple University April 1985 - June 1987
Skills
Strategic Planning, Public Speaking
Education
Maurice A. Deane School of Law at Hofstra University 1972 — 1975
JD
Barnard College 1968 — 1972
Taft High School 1965 — 1968
Barnard College, Columbia University
Bachelor of Art
Darden School of Business, University of Virginia
Juris Doctor
Harvard School of Business, Harvard University
Peter Bailyn's CoreStates Financial Corp Experience June 1991 - September 1997
Job Group Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2001 - Present
CoreStates Financial Corp June 1991 - September 1997
Education
University of Pennsylvania
JPMorgan Chase March 2001 - Present
CoreStates Financial Corp June 1991 - September 1997
Education
University of Pennsylvania
Charles Downing, CICA's CoreStates Financial Corp Experience December 1992 - February 1995
Job Vice President Senior Audit Supervisor at Bank of America
Industry Investment Banking
Experience
Bank of America September 2009 - Present
Rock Hill Partners, LLC June 2004 - August 2009
Accenture May 2001 - June 2004
Fair Isaac October 1999 - May 2001
Computer Aid, Inc. February 1995 - September 1999
CoreStates Financial Corp December 1992 - February 1995
Skills
Business Analysis, Financial Analysis, Risk Management, Management, Integration, Financial Modeling, Finance, Project Management, Banking, Data Analysis, Leadership, Forecasting, Budgets, Access, Internal Audit, Hedge Funds, Process Improvement, Team Management, Software Development, Portfolio Management, Investment Banking, Derivatives, Databases, Mentoring, Budgeting, Statistics, Decision Sciences, Economics, Basel I, Basel II, Basel III
Education
Drexel University - LeBow College of Business 2005 — 2008
MS, Finance
University of Delaware 1986 — 1991
BSBA, Finance and Economics
University of Delaware - Lerner College of Business and Economics 1986 — 1991
BSBA, Finance and Economics
Christiana High School
Bank of America September 2009 - Present
Rock Hill Partners, LLC June 2004 - August 2009
Accenture May 2001 - June 2004
Fair Isaac October 1999 - May 2001
Computer Aid, Inc. February 1995 - September 1999
CoreStates Financial Corp December 1992 - February 1995
Skills
Business Analysis, Financial Analysis, Risk Management, Management, Integration, Financial Modeling, Finance, Project Management, Banking, Data Analysis, Leadership, Forecasting, Budgets, Access, Internal Audit, Hedge Funds, Process Improvement, Team Management, Software Development, Portfolio Management, Investment Banking, Derivatives, Databases, Mentoring, Budgeting, Statistics, Decision Sciences, Economics, Basel I, Basel II, Basel III
Education
Drexel University - LeBow College of Business 2005 — 2008
MS, Finance
University of Delaware 1986 — 1991
BSBA, Finance and Economics
University of Delaware - Lerner College of Business and Economics 1986 — 1991
BSBA, Finance and Economics
Christiana High School
Robert Willemse's CoreStates Financial Corp Experience January 1988 - September 1992
Job Fixed Income Portfolio Manager at Ziegler Lotsoff Capital Management
Industry Investment Management
Experience
Ziegler Lotsoff Capital Management June 2011 - Present
Lotsoff Capital Management January 2001 - June 2011
ABN AMRO Asset Management February 1997 - January 2001
LaSalle National Bank October 1992 - February 1997
CoreStates Financial Corp January 1988 - September 1992
Federal Reserve Bank of Richmond June 1985 - December 1987
Skills
Asset Management, Finance, Fixed Income, Portfolio Management, Asset Allocation
Education
Drexel University
M.S., Finance
Universiteit van Tilburg
Masters, Econometrics
Ziegler Lotsoff Capital Management June 2011 - Present
Lotsoff Capital Management January 2001 - June 2011
ABN AMRO Asset Management February 1997 - January 2001
LaSalle National Bank October 1992 - February 1997
CoreStates Financial Corp January 1988 - September 1992
Federal Reserve Bank of Richmond June 1985 - December 1987
Skills
Asset Management, Finance, Fixed Income, Portfolio Management, Asset Allocation
Education
Drexel University
M.S., Finance
Universiteit van Tilburg
Masters, Econometrics
Brennan Preine's CoreStates Financial Corp Experience 1989 - 1998
Job Cloud Computing Business Development Executive at IBM
Industry Information Technology and Services
Experience
IBM July 2010 - Present
IBM February 2008 - June 2010
IBM January 2006 - January 2008
IBM October 2002 - December 2005
PwC Consulting November 1998 - September 2002
Corestates Financial Corp 1989 - 1998
Education
Drexel University College of Information Studies 1989 — 1991
M.S. Information Sytems, Information Technology
University of Pennsylvania 1977 — 1982
IBM July 2010 - Present
IBM February 2008 - June 2010
IBM January 2006 - January 2008
IBM October 2002 - December 2005
PwC Consulting November 1998 - September 2002
Corestates Financial Corp 1989 - 1998
Education
Drexel University College of Information Studies 1989 — 1991
M.S. Information Sytems, Information Technology
University of Pennsylvania 1977 — 1982
Rosie Saez's CoreStates Financial Corp Experience 1989 - 1997
Job SVP, Human resources Manager at Wachovia, A Wells Fargo Company
Industry Financial Services
Experience
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
Wachovia Bank SVP, Human resources ManagerWachovia, A Wells Fargo CompanyApril 2009 - Present
Wells Fargo Bank 2009 - Present
Wachovia 1989 - Present
CoreStates Financial, (Now Wachovia) 1988 - 1998
Corestates Financial Corp 1989 - 1997
CoreStates 1989 - 1997
Education
Temple University 1970 — 1975
David Secan's CoreStates Financial Corp Experience 1985 - 1995
Job Certified Sustainable Building Consultant, Educator, Writer, Poet
Industry Renewables & Environment
Experience
Doylestown Building & Remodeling Company May 2010 - Present
The H Trust January 2008 - Present
Non Profit Finance Fund January 2009 - December 2009
David Secan 1995 - 2008
Corestates Financial Corp 1985 - 1995
Skills
Environmental Awareness, Sustainability, Energy Efficiency, Green, Renewable Energy, Green Building, Energy, Sustainable Design, Strategic Planning, Program Management, Project Planning, Proposal Writing, Project Management, Management
Education
Pennsylvania State University - University Park 1980 — 1982
MS, Human-Environment Relations
Temple University 1976 — 1980
BA, Psychology (Environmental, Social, Quantitative), Magna Cum Laude, Honors in Major
Bucks County Community College
Doylestown Building & Remodeling Company May 2010 - Present
The H Trust January 2008 - Present
Non Profit Finance Fund January 2009 - December 2009
David Secan 1995 - 2008
Corestates Financial Corp 1985 - 1995
Skills
Environmental Awareness, Sustainability, Energy Efficiency, Green, Renewable Energy, Green Building, Energy, Sustainable Design, Strategic Planning, Program Management, Project Planning, Proposal Writing, Project Management, Management
Education
Pennsylvania State University - University Park 1980 — 1982
MS, Human-Environment Relations
Temple University 1976 — 1980
BA, Psychology (Environmental, Social, Quantitative), Magna Cum Laude, Honors in Major
Bucks County Community College
Sherri Sacco's CoreStates Financial Corp Experience 1996 - 1998
Job Principal at SKS Leadership Consulting, LLC
Industry Human Resources
Experience
SKS Leadership Consulting March 2010 - Present
BeamPines January 1999 - February 2010
BeamPines, Inc January 1999 - February 2010
Corestates Financial Corp 1996 - 1998
Meridian Bank 1981 - 1997
Skills
Leadership Development, Executive Coaching, HR Consulting, Human Resources, Succession Planning, Talent Management, Performance Management, Executive Development, 360 Feedback, MBTI, Employee Relations, Emotional Intelligence, Career Development, Organizational..., Organizational..., Management Development, Onboarding, Coaching, Change Management, Culture Change, Organizational Design, Psychometrics, Team Building, Hogan Assessments, Personnel Management, Talent Acquisition, Workshop Facilitation, Employee Engagement, Executive Positions, Career Management, Career Counseling, Training Delivery, Workforce Planning, Leadership, Organizational Learning, Personal Development, Diversity & Inclusion
Education
American University 1997 — 1999
MSOD, Organization Development
SKS Leadership Consulting March 2010 - Present
BeamPines January 1999 - February 2010
BeamPines, Inc January 1999 - February 2010
Corestates Financial Corp 1996 - 1998
Meridian Bank 1981 - 1997
Skills
Leadership Development, Executive Coaching, HR Consulting, Human Resources, Succession Planning, Talent Management, Performance Management, Executive Development, 360 Feedback, MBTI, Employee Relations, Emotional Intelligence, Career Development, Organizational..., Organizational..., Management Development, Onboarding, Coaching, Change Management, Culture Change, Organizational Design, Psychometrics, Team Building, Hogan Assessments, Personnel Management, Talent Acquisition, Workshop Facilitation, Employee Engagement, Executive Positions, Career Management, Career Counseling, Training Delivery, Workforce Planning, Leadership, Organizational Learning, Personal Development, Diversity & Inclusion
Education
American University 1997 — 1999
MSOD, Organization Development
Gary Brooten, APR's CoreStates Financial Corp Experience July 1978 - July 1998
Job Communication consultant, writer, teacher
Industry Public Relations and Communications
Experience
IdeaGenesis The Strategy Source January 1999 - Present
Public Relations Society of America January 1980 - Present
Self-Employed September 1972 - Present
Florida Atlantic University August 2005 - May 2011
CoreStates Financial Corp July 1978 - July 1998
Mental Health Association in Pennsylvania August 1975 - July 1978
U. S. Environmental Protection Agency September 1972 - August 1975
Phladelphia Evening and Sunday Bulletin July 1966 - September 1972
Philadelphia Inquirer July 1962 - July 1966
Education
Florida Atlantic University 2006 — 2014
Ph.D., Comparative Studies
Florida Atlantic University 2004 — 2007
MA
Harvard University 1956 — 1960
BA, History
IdeaGenesis The Strategy Source January 1999 - Present
Public Relations Society of America January 1980 - Present
Self-Employed September 1972 - Present
Florida Atlantic University August 2005 - May 2011
CoreStates Financial Corp July 1978 - July 1998
Mental Health Association in Pennsylvania August 1975 - July 1978
U. S. Environmental Protection Agency September 1972 - August 1975
Phladelphia Evening and Sunday Bulletin July 1966 - September 1972
Philadelphia Inquirer July 1962 - July 1966
Education
Florida Atlantic University 2006 — 2014
Ph.D., Comparative Studies
Florida Atlantic University 2004 — 2007
MA
Harvard University 1956 — 1960
BA, History
Linda Moses's CoreStates Financial Corp Experience July 1978 - March 1993
Job Client Business Consultant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation January 2014 - Present
First Data Corporation January 2005 - Present
Concord EFS January 2000 - December 2004
Electronic Payment services March 1993 - December 2003
CoreStates Financial Corp July 1978 - March 1993
Skills
Account Management, Relationship Management, Business Development, Leadership, Management, Payments, Credit Cards, Payment Systems, Networking, Sales Operations, Merchant Services, Payment Card Processing, Electronic Payments, Banking, Mobile Payments, Customer Service, Sales, Credit, Financial Services, Debit Cards, Business Analysis, Retail Banking, Transaction Processing, Risk Management, Call Centers
Education
Neumann University 1987 — 1992
Pennsylvania State University 1977 — 1978
St. Maria Goretti High School 1973 — 1977
First Data Corporation January 2014 - Present
First Data Corporation January 2005 - Present
Concord EFS January 2000 - December 2004
Electronic Payment services March 1993 - December 2003
CoreStates Financial Corp July 1978 - March 1993
Skills
Account Management, Relationship Management, Business Development, Leadership, Management, Payments, Credit Cards, Payment Systems, Networking, Sales Operations, Merchant Services, Payment Card Processing, Electronic Payments, Banking, Mobile Payments, Customer Service, Sales, Credit, Financial Services, Debit Cards, Business Analysis, Retail Banking, Transaction Processing, Risk Management, Call Centers
Education
Neumann University 1987 — 1992
Pennsylvania State University 1977 — 1978
St. Maria Goretti High School 1973 — 1977
Kent Seinfeld's CoreStates Financial Corp Experience 1986 - 1995
Job Partner at Cecond Opinion
Industry Banking
Experience
Cecond Opinion January 2012 - Present
Republic Bank January 2009 - Present
Commerce Bank March 2001 - June 2008
TD Bank (Commerce) 2001 - 2008
Alliance Consulting 2000 - 2001
Rogers Communications 1999 - 2001
CoreStates 1990 - 1995
Corestates Financial Corp 1986 - 1995
Mellon Bank 1972 - 1984
Skills
Banking, SDLC, Enterprise Architecture, IT Strategy, Financial Services, Visio, Loans, Business Analysis, Commercial Banking, Retail Banking, Vendor Management, Requirements Analysis, Information Technology, Business Continuity, Risk Management, Team Building, Credit Analysis, Financial Risk, IT Management, Change Management, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Process Improvement, Data Warehousing, Program Management, Credit Cards, Project Portfolio..., Credit Risk, Credit, Executive Management, Debit Cards, Internet Banking, Business Process..., Payments, PMO
Education
University of Pennsylvania 1969 — 1972
MS, Computer Science
NYU 1967 — 1969
BA, Math
Cecond Opinion January 2012 - Present
Republic Bank January 2009 - Present
Commerce Bank March 2001 - June 2008
TD Bank (Commerce) 2001 - 2008
Alliance Consulting 2000 - 2001
Rogers Communications 1999 - 2001
CoreStates 1990 - 1995
Corestates Financial Corp 1986 - 1995
Mellon Bank 1972 - 1984
Skills
Banking, SDLC, Enterprise Architecture, IT Strategy, Financial Services, Visio, Loans, Business Analysis, Commercial Banking, Retail Banking, Vendor Management, Requirements Analysis, Information Technology, Business Continuity, Risk Management, Team Building, Credit Analysis, Financial Risk, IT Management, Change Management, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Process Improvement, Data Warehousing, Program Management, Credit Cards, Project Portfolio..., Credit Risk, Credit, Executive Management, Debit Cards, Internet Banking, Business Process..., Payments, PMO
Education
University of Pennsylvania 1969 — 1972
MS, Computer Science
NYU 1967 — 1969
BA, Math
Cathy Toner's CoreStates Financial Corp Experience 1992 - 1995
Job Director of Communications and Marketing, School of Business at Villanova University
Industry Higher Education
Experience
Villanova University November 2012 - Present
Vanguard August 2009 - November 2012
Vanguard October 2005 - August 2009
Vanguard January 2003 - October 2005
Vanguard June 1995 - January 2003
CoreStates Financial Corp 1992 - 1995
CIGNA 1990 - 1992
Skills
Relationship Management, Leadership, Product Development, Strategic Planning, Product Management, Internal Communications, Change Management, Marketing Strategy, Training, Strategic Communications, Talent Management, Communication Training, Project Management, Corporate Communications, Interviewing Skills, Career Development, Business Planning, Mentoring, Defined Benefit, New Business Development, Retirement, Investments, Asset Allocation, Retirement Planning, Series 6, Series 63, 401k, Financial Services, Mutual Funds, Banking, Insurance, Compliance, Higher Education, Employee Benefits, Coaching, Public Relations, Fundraising, Human Resources, Team Building, Analysis, Team Leadership, Management, Newsletters, Staff Development, Policy, Editing, Crisis Communications, Thought Leadership, Marketing Communications, Leadership Development
Education
Temple University - James E. Beasley School of Law 1989 — 1994
J.D.
Temple University 1990 — 1991
Master of Journalism
University of Scranton 1985 — 1989
BA, Communications
Villanova University November 2012 - Present
Vanguard August 2009 - November 2012
Vanguard October 2005 - August 2009
Vanguard January 2003 - October 2005
Vanguard June 1995 - January 2003
CoreStates Financial Corp 1992 - 1995
CIGNA 1990 - 1992
Skills
Relationship Management, Leadership, Product Development, Strategic Planning, Product Management, Internal Communications, Change Management, Marketing Strategy, Training, Strategic Communications, Talent Management, Communication Training, Project Management, Corporate Communications, Interviewing Skills, Career Development, Business Planning, Mentoring, Defined Benefit, New Business Development, Retirement, Investments, Asset Allocation, Retirement Planning, Series 6, Series 63, 401k, Financial Services, Mutual Funds, Banking, Insurance, Compliance, Higher Education, Employee Benefits, Coaching, Public Relations, Fundraising, Human Resources, Team Building, Analysis, Team Leadership, Management, Newsletters, Staff Development, Policy, Editing, Crisis Communications, Thought Leadership, Marketing Communications, Leadership Development
Education
Temple University - James E. Beasley School of Law 1989 — 1994
J.D.
Temple University 1990 — 1991
Master of Journalism
University of Scranton 1985 — 1989
BA, Communications
Jeffrey Naugle, CTP's CoreStates Financial Corp Experience 1975 - 1998
Job Manager of Treasury Operations at Pennsylvania Turnpike Commission
Industry Government Administration
Experience
Pennsylvania Turnpike Commission June 2009 - Present
Harleysville National Bank February 2009 - June 2009
Wachovia Bank, N.A. 1998 - 2008
CoreStates Financial Corp 1975 - 1998
Education
Albright College
Pennsylvania Turnpike Commission June 2009 - Present
Harleysville National Bank February 2009 - June 2009
Wachovia Bank, N.A. 1998 - 2008
CoreStates Financial Corp 1975 - 1998
Education
Albright College
John L. Miller's CoreStates Financial Corp Experience 1997 - 2001
Job Senior Account Executive at Experian
Industry Financial Services
Experience
Experian August 2015 - Present
MasterCard Worldwide 2010 - March 2015
MasterCard Worldwide 2002 - 2010
MasterCard Worldwide 2001 - 2002
CoreStates Financial Corp 1997 - 2001
Skills
Credit Cards, Debit Cards, Electronic Payments, Payments, Payment Systems, Strategic Partnerships, Financial Services, Relationship Management, CRM, Mobile Payments, Banking, Payment Card Processing, Cards, E-payments, Transaction Processing, Payment Cards, Product Management, Solution Selling
Education
James Madison University
BBA Business Management, Business Management/Economics
ABA School of Bank Card Management, Newark, Delaware
Archmere Academy
College Preparatory
Experian August 2015 - Present
MasterCard Worldwide 2010 - March 2015
MasterCard Worldwide 2002 - 2010
MasterCard Worldwide 2001 - 2002
CoreStates Financial Corp 1997 - 2001
Skills
Credit Cards, Debit Cards, Electronic Payments, Payments, Payment Systems, Strategic Partnerships, Financial Services, Relationship Management, CRM, Mobile Payments, Banking, Payment Card Processing, Cards, E-payments, Transaction Processing, Payment Cards, Product Management, Solution Selling
Education
James Madison University
BBA Business Management, Business Management/Economics
ABA School of Bank Card Management, Newark, Delaware
Archmere Academy
College Preparatory
Mike Varzally's CoreStates Financial Corp Experience 1978 - 1999
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2005 - Present
JP Morgan Chase 2005 - 2009
Computer Sciences Corporation September 1999 - May 2005
CSC at JPMorgan 1999 - 2005
CSC Computer Sciences Corporation 1999 - 2005
Corestates Financial Corp 1978 - 1999
CoreStates Bank 1978 - 1999
CoreStates 1995 - 1998
Skills
Vendor Management, Business Analysis, PMO, Risk Management, Financial Analysis, Operational Risk..., Banking, Financial Services, IT Management, Outsourcing, Information Technology, Business Intelligence, Project Portfolio..., Relationship Management, Management, Program Management, Operations Management, Leadership, Offshoring, Change Management
Education
Drexel University - LeBow College of Business
BS, Accounting
JPMorgan Chase June 2005 - Present
JP Morgan Chase 2005 - 2009
Computer Sciences Corporation September 1999 - May 2005
CSC at JPMorgan 1999 - 2005
CSC Computer Sciences Corporation 1999 - 2005
Corestates Financial Corp 1978 - 1999
CoreStates Bank 1978 - 1999
CoreStates 1995 - 1998
Skills
Vendor Management, Business Analysis, PMO, Risk Management, Financial Analysis, Operational Risk..., Banking, Financial Services, IT Management, Outsourcing, Information Technology, Business Intelligence, Project Portfolio..., Relationship Management, Management, Program Management, Operations Management, Leadership, Offshoring, Change Management
Education
Drexel University - LeBow College of Business
BS, Accounting
Thomas Psaltis's CoreStates Financial Corp Experience September 1993 - August 1995
Job Director, 529 Platform Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch May 2006 - April 2010
Merrill Lynch August 2004 - May 2006
Merrill Lynch April 1999 - August 2004
Merrill Lynch February 1998 - April 1999
CoreStates Financial Corp. September 1993 - August 1995
Skills
Insurance, Investments, Mutual Funds, Retirement, Series 7, Financial Services, Strategic Financial..., Uniform Combined State..., Wealth Management, Finance, Asset Allocation, Securities, Fixed Income, Series 63, Asset Management
Education
Drexel University - College of Business and Administration 1988 — 1993
Bachelor's degree, Accounting
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch May 2006 - April 2010
Merrill Lynch August 2004 - May 2006
Merrill Lynch April 1999 - August 2004
Merrill Lynch February 1998 - April 1999
CoreStates Financial Corp. September 1993 - August 1995
Skills
Insurance, Investments, Mutual Funds, Retirement, Series 7, Financial Services, Strategic Financial..., Uniform Combined State..., Wealth Management, Finance, Asset Allocation, Securities, Fixed Income, Series 63, Asset Management
Education
Drexel University - College of Business and Administration 1988 — 1993
Bachelor's degree, Accounting
Nancy Dillett's CoreStates Financial Corp Experience May 1980 - June 1998
Job Partner at Dillett Investments
Industry Accounting
Experience
Dillett Investments December 2010 - Present
US Census Bureau October 2009 - November 2010
Home June 1998 - September 2009
Corestates Financial Corp May 1980 - June 1998
Education
Penn State University 1975 — 1979
bachelor of science, accounting
Dillett Investments December 2010 - Present
US Census Bureau October 2009 - November 2010
Home June 1998 - September 2009
Corestates Financial Corp May 1980 - June 1998
Education
Penn State University 1975 — 1979
bachelor of science, accounting
Sue Atkinson Noack's CoreStates Financial Corp Experience 1986 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
City of Pleasant Hill December 2014 - Present
Pleasant Hill Middle School PTSA 2013 - Present
2010 Measure C Citizens Bond Oversight Committee 2010 - Present
Foundation for Pleasant Hill Education 2007 - Present
Strandwood Elementary PTA 2008 - 2012
GATX 2000 - 2007
GATX Capital 2000 - 2007
Bank of America 1996 - 2000
Bank of America Leasing & Capital Group 1996 - 2000
CoreStates Financial Corp 1986 - 1995
Skills
Corporate Finance, Start-ups, Strategy, Financial Analysis, Asset Management, Investments, Corporate Development, Private Equity, Portfolio Management, Financial Structuring, Financial Modeling, Management Consulting, Credit Analysis, Valuation, Finance, Business Analysis, Managerial Finance, Strategic Financial..., Structured Finance, Due Diligence, Investment Banking, Asset Managment, Capital Markets, Analysis, Restructuring, Business Development, Credit, Risk Management, Budgets, Financial Services, Loans, Mergers & Acquisitions, Leadership, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Business
Bucknell University 1977 — 1981
BSBA, Business
City of Pleasant Hill December 2014 - Present
Pleasant Hill Middle School PTSA 2013 - Present
2010 Measure C Citizens Bond Oversight Committee 2010 - Present
Foundation for Pleasant Hill Education 2007 - Present
Strandwood Elementary PTA 2008 - 2012
GATX 2000 - 2007
GATX Capital 2000 - 2007
Bank of America 1996 - 2000
Bank of America Leasing & Capital Group 1996 - 2000
CoreStates Financial Corp 1986 - 1995
Skills
Corporate Finance, Start-ups, Strategy, Financial Analysis, Asset Management, Investments, Corporate Development, Private Equity, Portfolio Management, Financial Structuring, Financial Modeling, Management Consulting, Credit Analysis, Valuation, Finance, Business Analysis, Managerial Finance, Strategic Financial..., Structured Finance, Due Diligence, Investment Banking, Asset Managment, Capital Markets, Analysis, Restructuring, Business Development, Credit, Risk Management, Budgets, Financial Services, Loans, Mergers & Acquisitions, Leadership, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Business
Bucknell University 1977 — 1981
BSBA, Business
Craig Vosburg's CoreStates Financial Corp Experience 1989 - 1995
Job Chief Product Officer at MasterCard
Industry Financial Services
Experience
MasterCard April 2014 - Present
MasterCard September 2010 - March 2014
MasterCard 2006 - September 2010
Bain & Company 2002 - 2006
A.T. Kearney 1997 - 2002
CoreStates Financial Corp 1989 - 1995
Skills
Management Consulting, Credit Cards, Payments, Financial Services, Strategy, Mobile Payments, Mergers & Acquisitions, Business Strategy, Executive Management, Product Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Strategy
Bucknell University 1985 — 1989
BSBA, Business Admin
MasterCard April 2014 - Present
MasterCard September 2010 - March 2014
MasterCard 2006 - September 2010
Bain & Company 2002 - 2006
A.T. Kearney 1997 - 2002
CoreStates Financial Corp 1989 - 1995
Skills
Management Consulting, Credit Cards, Payments, Financial Services, Strategy, Mobile Payments, Mergers & Acquisitions, Business Strategy, Executive Management, Product Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Strategy
Bucknell University 1985 — 1989
BSBA, Business Admin
J L Keefer-Hugill's CoreStates Financial Corp Experience 1994 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
Barry Naus's CoreStates Financial Corp Experience 1980 - 1995
Job Owner, Classic Home Accents
Industry Retail
Experience
Classic Home Accents Sr Systems ConsultantSterling Consulting Corp1995 - Present
CoreStates Financial Corp 1980 - 1995
CoreStates 1980 - 1995
CoreStates Bank 1980 - 1995
NCR Corporation 1978 - 1980
Fidelity Mutual Life 1965 - 1974
Education
Drexel University
Classic Home Accents Sr Systems ConsultantSterling Consulting Corp1995 - Present
CoreStates Financial Corp 1980 - 1995
CoreStates 1980 - 1995
CoreStates Bank 1980 - 1995
NCR Corporation 1978 - 1980
Fidelity Mutual Life 1965 - 1974
Education
Drexel University
Dennis Flanagan, CFA's CoreStates Financial Corp Experience February 1985 - June 1998
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 1998 - Present
CoreStates Financial Corp February 1985 - June 1998
Bank of New England - West 1980 - 1985
Skills
Fixed Income, Portfolio Management, Bonds, Series 7, Investments, Banking, Capital Markets, Risk Management, Finance, Economics, Financial Markets, Financial Modeling, Securities, Financial Analysis, Insurance, Asset Management, Bloomberg, Equities, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1980
MBA, Finance
Stony Brook University 1976 — 1977
BA, Political Science & History
SUNY Plattsburgh 1972 — 1975
History
Berner High School
Janney Montgomery Scott 1998 - Present
CoreStates Financial Corp February 1985 - June 1998
Bank of New England - West 1980 - 1985
Skills
Fixed Income, Portfolio Management, Bonds, Series 7, Investments, Banking, Capital Markets, Risk Management, Finance, Economics, Financial Markets, Financial Modeling, Securities, Financial Analysis, Insurance, Asset Management, Bloomberg, Equities, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1980
MBA, Finance
Stony Brook University 1976 — 1977
BA, Political Science & History
SUNY Plattsburgh 1972 — 1975
History
Berner High School
Dede Huscher's CoreStates Financial Corp Experience July 1995 - June 1998
Job Compensation & Benefits Management
Industry Human Resources
Experience
Agusta Westland Philadelphia Corp August 2009 - Present
Ulticom, Inc. October 2006 - April 2009
Pegasus Communications April 2001 - June 2006
GE Capital Mortgage Services, Inc. July 1998 - December 2000
CoreStates Financial Corp. July 1995 - June 1998
UJB Financial Corp. April 1992 - June 1995
NovaCare January 1991 - March 1992
Skills
HRIS, Deferred Compensation, Employee Relations, Human Resources, Payroll, Personnel Management, Executive Pay
Education
Rider University 1996 — 1998
MBA, Business
Cabrini College 1986 — 1990
BS, Human Resources/Business Administration
Agusta Westland Philadelphia Corp August 2009 - Present
Ulticom, Inc. October 2006 - April 2009
Pegasus Communications April 2001 - June 2006
GE Capital Mortgage Services, Inc. July 1998 - December 2000
CoreStates Financial Corp. July 1995 - June 1998
UJB Financial Corp. April 1992 - June 1995
NovaCare January 1991 - March 1992
Skills
HRIS, Deferred Compensation, Employee Relations, Human Resources, Payroll, Personnel Management, Executive Pay
Education
Rider University 1996 — 1998
MBA, Business
Cabrini College 1986 — 1990
BS, Human Resources/Business Administration
Randy Grenda's CoreStates Financial Corp Experience 1982 - 1996
Job Director Risk & Underwriting at The Home Depot
Industry Retail
Experience
The Home Depot January 2004 - Present
AllFirst Financial Corp. 1996 - 2004
Corestates Financial Corp. 1982 - 1996
Education
University of Delaware 1973 — 1977
BSBA, Management
The Home Depot January 2004 - Present
AllFirst Financial Corp. 1996 - 2004
Corestates Financial Corp. 1982 - 1996
Education
University of Delaware 1973 — 1977
BSBA, Management
Nick Pane's CoreStates Financial Corp Experience March 1985 - April 1999
Job VP at Wells Fargo
Industry Banking
Experience
Wells Fargo 1985 - Present
Wachovia, A Wells Fargo Company April 1999 - December 2008
CoreStates Financial Corp March 1985 - April 1999
Skills
Risk Management, Credit, Portfolio Management, Loans, Credit Cards, Internal Audit, Internal Controls, AML, Auditing, Financial Services, Bank Secrecy Act, Consumer Lending, Leadership, Debit Cards, Trade Finance
Education
Drexel University - College of Business and Administration 1978 — 1983
BSBA, Accounting
Wells Fargo 1985 - Present
Wachovia, A Wells Fargo Company April 1999 - December 2008
CoreStates Financial Corp March 1985 - April 1999
Skills
Risk Management, Credit, Portfolio Management, Loans, Credit Cards, Internal Audit, Internal Controls, AML, Auditing, Financial Services, Bank Secrecy Act, Consumer Lending, Leadership, Debit Cards, Trade Finance
Education
Drexel University - College of Business and Administration 1978 — 1983
BSBA, Accounting
Arcelia Branscum's CoreStates Financial Corp Experience April 1994 - September 1996
Job Retired at Banking and Insurance Industries
Industry Banking
Experience
Banking and Insurance Industries Manager of AdministrationUS Census BureauFebruary 2009 - September 2010
Wachovia, A Wells Fargo Company January 2000 - December 2007
The Bank of Gloucester Co - A Fulton Bank Co. September 1997 - November 1999
BNY Mellon September 1996 - September 1997
CoreStates Financial Corp. April 1994 - September 1996
CoreStates Financial Corp, Philadelphia, PA 1992 - 1994
CoreStates Bank N.A now Wells Fargo Bank, NA 1984 - 1992
Colonial Penn Group November 1967 - 1980
Skills
Leadership, Problem Solving, Operations Management, Office Management, Loans, Customer Service, Disaster Recovery, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Extensive experience in..., Accounts Receivable, Deferred Compensation, Insurance, Management, Financial Analysis, Credit, Payroll, Team Building, Administration, Banking, Process Improvement, Strategy, Training, Risk Management, Strategic Planning, Budgets
Education
American Institute of Banking
Mortgage Processing and Underwriting
American Management Association
Human Resources Management/Personnel Administration, General
Argentinian Instituto of Banking
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
Colegio Jose Hernandez. Buenos Aires. Argentina
Bachelor's degree
Instituto Argentino Norteamericano de Cultura. Buenos Aires. Argentina
English Language and Literature, General
University of Pennsylvania
Developmental/Remedial English
Wharton School, University of Pennsylvania
Business Administration and Management, General
Banking and Insurance Industries Manager of AdministrationUS Census BureauFebruary 2009 - September 2010
Wachovia, A Wells Fargo Company January 2000 - December 2007
The Bank of Gloucester Co - A Fulton Bank Co. September 1997 - November 1999
BNY Mellon September 1996 - September 1997
CoreStates Financial Corp. April 1994 - September 1996
CoreStates Financial Corp, Philadelphia, PA 1992 - 1994
CoreStates Bank N.A now Wells Fargo Bank, NA 1984 - 1992
Colonial Penn Group November 1967 - 1980
Skills
Leadership, Problem Solving, Operations Management, Office Management, Loans, Customer Service, Disaster Recovery, Internet, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Extensive experience in..., Accounts Receivable, Deferred Compensation, Insurance, Management, Financial Analysis, Credit, Payroll, Team Building, Administration, Banking, Process Improvement, Strategy, Training, Risk Management, Strategic Planning, Budgets
Education
American Institute of Banking
Mortgage Processing and Underwriting
American Management Association
Human Resources Management/Personnel Administration, General
Argentinian Instituto of Banking
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
Colegio Jose Hernandez. Buenos Aires. Argentina
Bachelor's degree
Instituto Argentino Norteamericano de Cultura. Buenos Aires. Argentina
English Language and Literature, General
University of Pennsylvania
Developmental/Remedial English
Wharton School, University of Pennsylvania
Business Administration and Management, General
Steven Garfinkel's CoreStates Financial Corp Experience January 1990 - August 1995
Job Financial Process Consultant
Industry Financial Services
Experience
Financial Process Advisors September 2003 - Present
DVI Financial Services January 1995 - August 2003
CoreStates Financial Corp January 1990 - August 1995
First Pennsylvania Bank April 1966 - December 1989
Skills
SDLC, Strategic Planning, Risk Management, Management, Financial Analysis, Internal Audit, Banking, Portfolio Management, Budgets, Business Planning, Business Analysis, Finance, Human Resources, Strategy, Business Process..., Financial Services, Mergers & Acquisitions, Change Management, Management Consulting, Leadership
Education
Drexel University 1967 — 1969
MBA, Finance
Temple University 1962 — 1966
BS, Finance and Economics
Financial Process Advisors September 2003 - Present
DVI Financial Services January 1995 - August 2003
CoreStates Financial Corp January 1990 - August 1995
First Pennsylvania Bank April 1966 - December 1989
Skills
SDLC, Strategic Planning, Risk Management, Management, Financial Analysis, Internal Audit, Banking, Portfolio Management, Budgets, Business Planning, Business Analysis, Finance, Human Resources, Strategy, Business Process..., Financial Services, Mergers & Acquisitions, Change Management, Management Consulting, Leadership
Education
Drexel University 1967 — 1969
MBA, Finance
Temple University 1962 — 1966
BS, Finance and Economics
Helen Heath's CoreStates Financial Corp Experience December 1991 - February 1997
Job Substitute Teacher at Governor Mifflin School Dist
Industry Accounting
Experience
Governor Mifflin School Dist June 2010 - Present
Reading Plastic Fabricators 2009 - 2009
Progress Bank March 2000 - February 2004
CoreStates Financial Corp December 1991 - February 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Public Speaking, Account Management
Education
LaSalle University 1992 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Arts (BA), Finance, General
Governor Mifflin School Dist June 2010 - Present
Reading Plastic Fabricators 2009 - 2009
Progress Bank March 2000 - February 2004
CoreStates Financial Corp December 1991 - February 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Public Speaking, Account Management
Education
LaSalle University 1992 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Arts (BA), Finance, General
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank