Cornerstone Advisors, Inc.
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Cornerstone Advisors, Inc. Employees
BankersHub December 2012 - Present
Graduate School of Banking at the University of Wisconsin - Madison 2013 - Present
Bstuff, LLC May 2012 - Present
JD Power and Associates October 2008 - May 2012
J.D. Power and Associates 2008 - May 2012
BAI June 2006 - October 2008
Bank Administration Institute 2006 - 2008
Cornerstone Advisors, Inc. June 2005 - June 2006
JMB Associates, Inc. November 2001 - May 2005
CEB TowerGroup 2002 - 2002
Skills
Banking, Management Consulting, Change Management, Mergers, Project Management, Product Development, Leadership, Retail, Business Strategy, Business Development, Software Development..., Strategic Planning, Business Analysis, Analytics, Process Improvement, Product Management, New Business Development, Team Building, Strategy, Management, Analysis, Mergers & Acquisitions, Business Process..., Training, Team Leadership, Forecasting, Financial Services, Sales, Project Planning, Consulting, Start-ups
Education
Cornell University - S.C. Johnson Graduate School of Management 1985 — 1987
MBA, Finance and Accounting
Saddleback College 1983 — 1985
AA, Business Administration
University of California, Irvine 1981 — 1982
BA, Social Psychology
Christ College Irvine 1978 — 1981
AA, Liberal Arts
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
Cornerstone Advisors, Inc. July 2014 - Present
MassMutual Financial Group December 2013 - June 2014
MassMutual Financial Group May 2013 - December 2013
Course Hero, Inc. January 2013 - April 2013
City of Scottsdale August 2007 - August 2012
Skills
Finance, Customer Service, Leadership, Management, Financial Analysis, Financial Services, Insurance, Training, Social Media, Investments, Mutual Funds, Microsoft Excel, Building Relationships, Time Management, Employee Benefits, Life Insurance, Analysis, Wealth Management, Public Speaking, PowerPoint, Microsoft Word, Business Development, Retirement Planning, Disability Insurance, General Securities..., Securities License, Licensed Life & Health..., Securities, Insurance Products, Client Service, Microsoft PowerPoint
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Anglo-American University, Prague 2012 — 2012
International Studies Abroad, Business Administration and Management
Cornerstone Advisors, Inc. December 2014 - Present
Arizona Valleywide Appraisals May 2013 - November 2014
Olson Communications, Inc. January 2012 - May 2013
Renaissance Remodeling April 2011 - January 2012
Mac Clinic July 2010 - December 2010
AmazingMail.com, Inc. January 2007 - May 2010
Loreto Bay Company January 2005 - December 2006
Skills
Event Planning, Microsoft Office, Excel, Administration, Problem Solving, Outlook, Word, Accounting, Scheduling, Employee Relations, Administrative Support, Microsoft Excel, Microsoft Word, Process Scheduler, Administrative..., Account Management, Customer Service, Event Management, Leadership, Marketing, Operations Management, Payroll, Public Relations, Recruiting, Social Media, Social Networking, Strategic Planning, System Administration, Team Building, Training, Public Speaking, Administrative...
Education
Colorado State University
Barnes Business College
Cornerstone Advisors, Inc. February 2002 - Present
Skills
Data Analysis, Analytics, Databases, Financial Modeling, Strategy, Leadership, Financial Services, Management
Education
Arizona State University
Master's Degree
Arizona State University
Bachelor's Degree
Mohawk Valley Community College
Associate's Degree
Cornerstone Advisors, Inc. January 2015 - Present
Salt River Project May 2011 - Present
Arizona State University October 2012 - March 2013
Salt River Project October 2000 - May 2011
Integrated Information Systems July 1998 - October 2001
Raymond James Consulting (Immedient) August 1996 - June 1998
Holland America Line - Westmark 1988 - 1991
Skills
Business Management, ITIL, Business Analysis, PMP, Change Management, Operations Management, Program Management, Strategic Planning, Business Process, PMO, Analysis, Management Consulting, Process Development, Customer Relations, Team Leadership, Architecture, Governance, Business Process..., MS Project, Process Management, Process Engineering, Service Management, Planning, Enterprise Architecture, Project Planning, Visio, IT Management, Management, Project Management, Enterprise Software, Disaster Recovery, Business Process Design, Process Improvement, IT Service Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
MSIM, Technology - Information Management
University of Colorado Boulder - Leeds School of Business 1991 — 1995
Business Administration, Marketing, Hospitality Management
BodeTree 2010 - Present
Forbes March 2015 - Present
The Wall Street Journal May 2014 - Present
Apollo Group March 2010 - January 2012
Kotzin Valuation Partners October 2007 - March 2010
Cornerstone Advisors, Inc. January 2007 - October 2007
Cole Capital January 2005 - January 2007
Skills
New Business Development, Business Valuation, Strategy Development, Small Business..., Small Business, Entrepreneurship, Financial Modeling, Strategy, Business Development, Finance, Competitive Analysis, Management, Leadership, Mergers & Acquisitions, Financial Analysis, Analysis, Project Planning, Accounting, Marketing Strategy, Strategic Planning, Start-ups, Organizational Culture
Education
Arizona State University 2003 — 2006
B.S., Finance
Babes-Bolyai University, Cluj-Napoca Romania 2004 — 2004
Certificate, Romanian Language, Accounting, Economics
Cornerstone Advisors, Inc. January 2004 - Present
Sofia and Company, Inc. June 1999 - December 2004
PaineWebber January 1998 - January 1999
Skills
Banking, Loans, Mergers, benchmarking, Process Improvement, Technology Evaluation, Credit Unions, Contract Negotiations, Contract Review, Software Implementation, Efficiency Improvement, Efficiency Optimization, branches, call center, Accounting, Performance Improvement, Call Center, Contract Negotiation, Contract Management, Management, Change Management, Vendor Management, Mergers & Acquisitions, Internet Banking, Strategy, Commercial Lending, Benchmarking, Leadership, Call Centers, Financial Services, Risk Management, Strategic Planning
Education
The Ohio State University 1995 — 1999
BS, Finance
The Ohio State University Fisher College of Business 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services
Cornerstone Advisors, Inc. November 2014 - Present
YMCA Boise Idaho March 2014 - Present
Fiserv January 2013 - November 2014
Open Solutions May 2011 - November 2014
Open Solutions January 2010 - July 2011
Open Solutions February 2008 - December 2009
Home Federal Bank April 2004 - October 2008
Sears, Roebuck and Co. October 1999 - August 2002
Skills
MS Project, Risk Management, IT Management, Contract Negotiation, COBOL, Technical Writing, Negotiation, Quality Management, JCL, PMP, Vendor Management, PMO, Visio, Process Improvement, Project Planning, Business Analysis, Program Management, Documentation, Software Project..., Change Management, Business Process..., SharePoint, Team Building, Banking, Disaster Recovery, Analysis, Problem Solving, Customer Relations, Team Leadership, Operations Management, Budgeting, IT Service Management, Project Management, Management, Budgets, Business Process, SQL, Requirements Gathering, Requirements Analysis, Software Documentation, Business Intelligence, Leadership, Customer Service, SDLC, Strategy, Training, CRM, Integration, Project Portfolio..., Enterprise Software
Education
H3 Yoga 2013 — 2014
RYT 200, Yoga Teacher Training/Yoga Therapy
The George Washington University - School of Business 2000 — 2001
Masters Certification, Project Management
Idaho State University 1988 — 1994
B.S., Psychology, Sociology
Milwaukee Yacht Club November 2013 - Present
Cornerstone Advisors, Inc. July 2013 - Present
CCG Catalyst Consulting Group 2011 - June 2013
Milwaukee Yacht Club 2005 - 2012
Fiserv 1994 - 2011
Coopers & Lybrand Consulting 1992 - 1994
Coopers & Lybrand Consulting 1983 - 1992
Coopers & Lybrand Consulting 1979 - 1983
Skills
Contract Negotiation, Cost Control, Cost modeling, Driving Revenue, Forecasting, Mergers and Acquisitions, Business Consolidations, Financial Planning, Profit & Loss modeling, Change Management, Business Process..., Business Process..., Strategic Financial..., Negotiation, Consolidation, Executive Management, Operations Management, Mergers & Acquisitions, Leadership, Strategy, Management, Business Strategy, Budgets, Strategic Planning, Human Resources, Financial Analysis, Banking, Analysis
Education
Marquette University 1975 — 1979
BS, Accounting
Parametric April 2015 - Present
Wells Fargo Private Bank October 2012 - April 2015
Seattle University September 2011 - June 2012
Cornerstone Advisors, Inc. February 2011 - August 2011
Belle Epicurean November 2006 - September 2010
Education
Seattle University 2010 — 2012
MS, Finance
University of Washington 2002 — 2006
BA, Community, Environment and Planning
Cornerstone Advisors, Inc. March 2015 - Present
Cornerstone Advisors, Inc. May 2011 - March 2015
Cornerstone Advisors, Inc. June 2010 - May 2011
Skills
Process Improvement, Analysis, Financial Modeling, Financial Services, Strategy, Financial Analysis, Policy, Risk Management, Banking, Public Speaking, Leadership, Business Analysis, Management Consulting, Nonprofits, Microsoft Excel, Data Analysis
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science, Economics, Summa Cum Laude
American University of Rome
Focus on International Business & Italian Studies
Cornerstone Advisors, Inc. August 2014 - Present
Vantage South Bank April 2013 - August 2014
East Carolina Bank December 2012 - April 2013
The East Carolina Bank September 2011 - December 2012
The East Carolina Bank February 2011 - September 2011
Play It Again Sports and Fitness September 2003 - August 2010
Blue Ridge Pool and Fireplace May 2001 - March 2007
Skills
Retail Banking, Banking, Cash Management, Customer Service, New Business Development, Training, Management, Sales, Process Improvement, Coaching, Accounting, Cross Selling, Financial Analysis, Finance, Risk Management, Leadership, Loans
Education
East Carolina University 2002 — 2006
BFA, English
FIS November 2013 - Present
Abound Resources, Inc. April 2011 - October 2013
Cornerstone Advisors, Inc. February 2010 - March 2011
Brintech, Inc. July 2003 - December 2009
Alex Sheshunoff Management Services September 1997 - June 2003
Risk Concepts Ltd. 1994 - 1997
Binkelman, Proctor and Co./CADRE July 1985 - March 1994
WBK. Ltd 1984 - 1985
First Union National Bank September 1980 - June 1984
C&S National Bank 1979 - 1980
Skills
Enterprise Risk..., Compliance, Internal Audit, Bank Secrecy Act, Technology Planning, Strategic Planning, Risk Management, Regulatory Enforcement..., Financial Risk, IT Audit, Credit, Credit Risk, Banking, Commercial Banking, Management, Retail Banking, Executive Management, Mergers & Acquisitions, Restructuring, Business Continuity, Auditing, Loans, Risk Assessment, CRM, Financial Services, Financial Analysis, Internal Controls, Operational Risk..., Operational Risk, Credit Cards, Financial Institutions, Finance, AML, Payments, Process Improvement, Leadership, Change Management, Due Diligence, Business Process..., Accounting, Business Development, Fraud, Information Security, Portfolio Management, Business Continuity..., Governance, Treasury Management, Sarbanes-Oxley Act, Insurance, Risk Analysis
Education
Columbus State University 1973 — 1978
BBA Accounting, Accounting, Business Administration
Cornerstone Advisors, Inc. (Bellevue, WA) September 2009 - Present
Paracle Advisors December 2006 - August 2009
Cornerstone Advisors, Inc. November 1999 - December 2006
Washington Mutual August 1997 - November 1999
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Strategic Planning, Public Speaking, Asset Managment, Leadership
Education
University of Phoenix 1998 — 2000
Bachelors of Science, Business Administration
Jay Paul Company July 2013 - Present
Redwood Trust December 2012 - May 2013
Cornerstone Advisors, Inc. October 2007 - August 2012
Commercial Property Consultants January 2007 - October 2007
Pulte Homes May 2005 - January 2006
Syntellect December 2003 - May 2005
OnePoint Communications June 1999 - June 2001
OnePoint Communications 1998 - 1999
Skills
Team Building, Management, Strategic Planning, Business Analysis, Process Improvement, Performance Improvement, Executive Management, Leadership, Employee Relations, Call Center, Financial Services, Vendor Management
Education
University of Arizona 1986 — 1991
B.S., Family Studies
Cornerstone Advisors, Inc. January 2015 - Present
Pacific Lutheran University January 2015 - Present
BECU May 1999 - December 2014
Harvard Medical International 1996 - 1998
Seattle Children's Hospital & Regional Medical Center 1988 - 1996
Skills
Information Technology..., Enterprise innovation..., Orchestrating..., Teaching organizations..., Healthcare, Disaster Recovery, IT Management, Leadership, Project Portfolio..., SDLC, Vendor Management, Business Intelligence, Business Analysis, Business Continuity, Program Management, Enterprise Architecture, Business Process..., Integration, IT Operations, Strategic Planning, Management, Process Improvement
Education
Seattle U.
BA Business Administration
Seattle University
MBA
Cornerstone Advisors, Inc. March 2013 - Present
Meridian Bank November 2010 - November 2012
McGladrey May 2003 - September 2010
Right Management Consultants 2002 - 2003
Arthur Andersen 1997 - 2002
Performance Consulting 1990 - 1997
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Awareness, Digital Marketing, Media Planning, Lead Generation, Cross-functional Team..., Product Management, Advertising, Event Management, Integrated Marketing, Email Marketing, Thought Leadership, Strategy
Education
Drexel University - LeBow College of Business
MBA
Penn State University
BS, Marketing
Crystal Sands Management August 2011 - Present
Joslin Capital Advisors July 2009 - August 2011
Cornerstone Advisors, Inc. January 2004 - February 2009
The Bank of New York November 1998 - December 2003
Chase Global Asset Management June 1997 - November 1998
Skills
Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Advisory, Equities, Investments, Strategy, Strategic Planning, Investment Management, Risk Management, Wealth Management, Retirement Planning, Private Equity, Fixed Income, Commerical Real Estate, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Colgate University 1987 — 1991
B.A., Political Science
Cornerstone Advisors, Inc. August 2015 - Present
City of Vancouver, Washington 2008 - 2015
Skills
Public Speaking, Customer Service, Research, Fundraising, Microsoft Excel, Microsoft Word, Microsoft Office, Government, Administration, Office Administration, Human Resources, Data Entry, Outlook, PowerPoint, Community Outreach, Event Planning, Time Management, Social Media, Teamwork, Policy, Leadership, Spreadsheets, Event Management, Public Relations, Typing, Customer Satisfaction, Coaching, Problem Solving, Filing
Education
Clark College
Associate of Arts (AA), Criminology
ClearThrough Solutions October 2014 - Present
Trust Company of Illinois September 1993 - Present
Cornerstone Advisors, Inc. May 2012 - October 2014
ClearThrough Consulting 2009 - April 2012
William James & Associates, Ltd 1983 - 2009
Central DuPage Hospital 1999 - 2002
Arthur Andersen 1981 - 1983
Southwestern Company 1978 - 1979
Skills
Consulting, Leadership, Sales, Process Improvement, Risk Management, CRM, Financial Services, Enterprise Software, Business Strategy, Management Consulting, Strategy, Entrepreneurship, Executive Management, Investments, Strategic Planning, Management
Education
Northern Illinois University 1979 — 1981
MBA, Accounting / Finance
Wheaton College 1976 — 1977
Psychology
Covenant College 1971 — 1975
BA, Psychology
Cornerstone Advisors, Inc. 2011 - Present
California Institute of Technology 1998 - 2011
Wells Fargo Capital Management 1996 - 1997
First Interstate 1985 - 1996
Skills
Asset Allocation, Investment Policy, Portfolio Management, Equities, Private Equity, Hedge Funds, Portfolio Construction, Manager Evaluation, Investment Management, Alternative Investments, Investments, Bloomberg, Asset Management, Fixed Income, Investment Strategies, Management, Financial Modeling, Due Diligence, Wealth Management, Financial Analysis
Education
UCLA Anderson School of Management 1982 — 1985
Master of Business Administration (M.B.A.), Finance
Occidental College
AB, Mathematics
Cornerstone Advisors January 2015 - Present
Cornerstone Advisors, Inc. February 2002 - Present
Pinnacle One 1999 - 2001
PR Newswire 1981 - 1991
Skills
Illustrator, Direct Mail, Editing, Copywriting, Marketing Strategy, Copy Editing, Newsletters, Publications, Marketing, InDesign, Graphic Design, Dreamweaver, Email Marketing, Website Development, Web Development, Strategic Planning, Marketing Communications
Education
Garfield High School 1976 — 1978
Phoenix College
AA
Cornerstone Advisors, Inc. March 2013 - Present
University of Phoenix May 2010 - Present
Skills
Presentations, Presenter, Research, Consultants, Management, Data Analysis, Facilitators, Training, Banking, Financial Services, Process Improvement, Risk Management, Business Analysis, CRM, Business Process
Education
Strayer University-North Carolina 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Tusculum College 1998 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Management
Shane Mason Agency - State Farm January 2001 - Present
State Farm Insurance March 1999 - June 2000
Cornerstone Advisors, Inc. August 1996 - May 1999
Skills
Insurance, Banking, Life Insurance, Health Insurance, Commercial Insurance, Homeowners, Retirement Planning, Disability Insurance, IRAs, Property & Casualty..., Fixed Annuities, Marketing, Retirement, Sales, Public Speaking, Renters, Customer Service, Management, Term Life Insurance, Leadership, Financial Services, Strategic Planning, Finance
Education
Seattle Pacific University 1993 — 1996
Finance, Business Administration and Finance
The American College
Financial Planning and Services
D+H January 2014 - Present
Fiserv January 2013 - October 2013
Johnson Advisory Services, LLC. June 2009 - December 2012
CCG Catalyst Consulting Group September 2010 - November 2012
Cornerstone Advisors, Inc. June 2003 - April 2009
Canadian Imperial Bank of Commerce (CIBC) February 2002 - February 2003
RBC Royal Bank December 1998 - September 2001
SunTrust Bank October 1997 - November 1998
First Horizon National Corporation March 1997 - October 1997
Moonlight Media, Inc. August 1994 - March 1997
Skills
Project Management, Contract Negotiation, Strategic Technology..., CIF, Consumer Lending, Information Technology, Enterprise Architecture, Solution Architecture, IT Solutions, Governance, CIO Advisory Services, IT Infrastructure..., Core Banking, Internet, IT Benchmarking, Wireless, Bill Payment, Banking, Strategic Planning, CRM, Data Warehousing, Financial Services, Financial System..., Enterprise Software, Executive Management, Management, Vendor Management, Payments, Business Strategy, Cross-functional Team..., Consulting, E-commerce, Analysis, IT Management, Risk Management, Business Process..., Portfolio Management, Management Consulting, Project Planning, Internet Banking, Finance, Due Diligence
Education
University of Mississippi 1990 — 1992
MA, English
University of Mississippi 1986 — 1990
BA, English, Political Science
RepublicBankAZ February 2013 - Present
Cornerstone Advisors, Inc. September 2010 - December 2011
Home National Bank2004-2010 January 1998 - January 2004
BankUSA 1998 - 2004
State Savings Bank, FSB January 1992 - January 1998
Resolution Trust Corporation January 1990 - January 1992
Federal Deposit Insurance Corporation January 1985 - January 1990
Skills
Banking, Process Improvement, Executive Management, Strategic Planning, Change Management, Call Center, Team Building, Mergers, Financial Services, Loans, New Business Development, Vendor Management, Business Analysis, Business Continuity..., Coaching, Performance Improvement, Business Continuity, Project Portfolio..., Project Management, Enterprise Risk..., Peer Benchmarking, Leadership
Education
Training To You 2012 — 2012
Project Management Professional, Project Management, Proficient
University of Louisiana at Lafayette 2009 — 2009
Certification, Professional Banker, Finance and Financial Management Services, Completion, High Performance
Industry Specific Training 2004 — 2004
Certification, Fraud Specialist, Fraud Investigation, Completion, High Performance
Industry Specific Training 1998 — 1998
Certification, Internal Audit, Internal Audit, Completed, High Performance
Alhambra High School 1969 — 1973
Diploma, General Studies, 12th
Cornerstone Advisors, Inc. November 1996 - Present
Skills
IT Operations, Asset Management
Education
The University of Montana - School of Business Administration 1976 — 1987
CMR High School
Jamberry Nails September 2014 - Present
Cornerstone Advisors, Inc. January 2009 - July 2009
Net Branch at Bankers Alliance 2003 - 2004
Skills
Customer Retention, Investment Properties, Banking, Residential Mortgages, Investments, Financial Analysis, Mortgage Banking, Commercial Lending, Loan Origination, Finance, Credit, Customer Service, Debt Restructuring
Education
The University of Texas at San Antonio 1999 — 2001
Jeff's Handyworks, LLC March 2013 - Present
Emerald Financial Resources 2012 - November 2012
American Financial Systems/Deferral.com October 2008 - September 2011
American Benefits Consulting, LLC June 2000 - October 2008
Cornerstone Advisors, Inc. 1997 - 2000
Skills
Investments, 401k, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Long-term Care, Property & Casualty..., Wealth Management, Term Life Insurance, Strategic Financial..., Estate Planning, Universal Life, IRAs, Actuarial Science, Whole Life, Sales, Asset Management, Home Repairs
Education
Central Michigan University 1990 — 1995
BSBA, Finance/Economics
The American College
Graduate Certificate, Financial Planning and Services
Cornerstone Advisors, Inc. January 2015 - Present
Experian Decision Analytics March 2009 - January 2015
Experian Decision Analytics February 2008 - March 2009
Baker Hill December 2002 - February 2008
First Indiana Bank June 1998 - December 2002
Bank One August 1994 - June 1998
Republic Bank March 1993 - August 1994
West Michigan National Bank January 1990 - March 1993
Michigan National Bank November 1987 - January 1990
Skills
Credit, Software Implementation, Commercial Banking, Credit Risk, Commercial Lending, Portfolio Management, Loans, Credit Scoring, Loan Origination, Risk Management, Underwriting, Analytics, Banking, Business Analysis, Financial Services, Financial Risk, Management, Small Business Lending, Credit Cards, Basel II, Payments, Relationship Management, Analysis
Education
Indiana Wesleyan University 1995 — 1998
MBA, Business/Economics
Calvin College 1983 — 1987
BS, Accounting
Cornerstone Advisors, Inc. February 2013 - Present
ESL Federal Credit Union March 1991 - February 2013
Skills
Vendor Management, Banking, IT Strategy, IT Management, Process Improvement, Business Analysis, Business Process..., Strategic Planning, Project Management, Leadership, Strategy, Management, Change Management, Data Center, Requirements Analysis, Payments, Internet Banking, Enterprise Architecture, Software Project..., Business Strategy, Team Building, Executive Management, Financial Services, Information Technology, Core Banking, Cross-functional Team..., Disaster Recovery, Governance, Program Management, Risk Management, Product Management, Project Portfolio..., Security
Education
Ohio University 1973 — 1977
Bachelor’s Degree, Business - Quantitative Methods
Cornerstone Advisors, Inc. April 2013 - Present
Harland Financial Solutions 2000 - April 2013
Union Federal Bank 1997 - 2000
Marketing Profiles, Inc. 1992 - 1997
MutualBank 1989 - 1992
Skills
Strategic Partnerships, Financial Services, Electronic Payments, Product Marketing, Strategic Planning, Credit Unions, Banking, Market Research, Analyst Relations, Strategic Consulting, Cross-functional Team..., Writing, Public Speaking, Integrating Acquisitions, Business Restructures, Executive Facilitation, Conference Design, Curriculum Development, Enterprise Software, Business Strategy, Marketing Strategy, Marketing, SaaS, Mergers & Acquisitions, Product Management, Solution Selling, Management, P&L Management, Management Consulting, Lead Generation, Debit Cards, Analytics, CRM, Business Alliances, Business Development, Professional Services, Credit Cards, Salesforce.com, Thought Leadership, Strategy, Facilitators, Account Management, Start-ups, Executive Management, Mobile Payments, Competitive Analysis, Analysis, Sales Operations, Sales, Direct Marketing
Education
Ball State University 1986 — 1991
Bachelor of Arts, International Business, Foreign Language, History
Regent's College London 1988 — 1988
Cornerstone Advisors, Inc. October 2007 - Present
Capitol Federal Savings Bank 2002 - 2007
Collective Brands, Inc. 1993 - 2002
Collective Brands, Inc. 1984 - 1993
1st National Bank Kansas 1982 - 1984
Skills
Strategic Planning, Vendor Management, Process Improvement, Banking, Change Management, Financial Services, Outsourcing, New Business Development, Leadership, Mergers & Acquisitions, Project Portfolio..., Governance, Mergers, Integration, Risk Management, Business Development, Contract Negotiation, Business Process..., Executive Management, Management
Education
Baker University
Bachelor of Business Administration (B.B.A.)
Washburn University
Associate of Arts (A.A.), Computer Science
Cornerstone Advisors, Inc. March 2013 - Present
CAST Management Consultants March 2004 - March 2013
Independent August 2001 - March 2004
Equilibrium May 2000 - July 2001
Brightware April 1999 - April 2000
Ernst & Young August 1996 - April 1999
Highland Federal Bank July 1986 - July 1996
Skills
Management Consulting, Acquisition Integration, Change Management, Financial Services, Bank Mergers, Risk Management, Business Process..., Mortgage Banking, Treasury Management, Program Management, Project Management, Organizational...
Education
University of California, Los Angeles
MBA at John E. Anderson Graduate School of Management.
Cornerstone Advisors, Inc. February 2002 - December 2008
Ernst & Young 1984 - 1987
Education
The University of Texas at Austin - The Red McCombs School of Business 1966 — 1969
MBA, Economic Statistics