CU Business Capital, LLC
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CU Business Capital, LLC Employees
Schuler & Associates August 2008 - Present
CU Business Capital, LLC March 2006 - February 2007
Dade County FCU March 2005 - March 2006
Coral Community FCU July 2002 - March 2005
XO Communications 1999 - 2002
Skills
Success Oriented, Executive Coaching, Lifestyle Coaching, Mentoring, Training, Forecasting, Auditing, Tax, Sales, Loans, Contract Negotiation, Commercial Real Estate, Infrastructure, Internet Banking, Financial Institutions, ACH, ATMs, Accounting, Financial Analysis, Budgets, Payroll
Education
Almeda University 2004 — 2006
Bachelors, Business Administation
Richland Community College 1993 — 1995
Associate of Applied Science, Accounting
Finance and Strategic Consultants, LLC August 2008 - Present
AFC LLC a Mitsui & Co. (U.S.A.) investment October 2008 - October 2010
CU Business Capital, LLC 2007 - 2008
Coach Industries Group, Inc. June 2003 - September 2007
Temple Dor Dorim 2002 - 2006
Kramer Weisman and Associates LLP April 2000 - June 2003
Viasource Communications 2000 - 2001
BankAtlantic 1990 - 2000
KPMG Peat Marwick July 1986 - September 1990
Skills
BUSINESS PROJECTIONS, Business Plan..., Financial Reporting, Banking, Financial Services, Investment Banking, Insurance, Real Estate, Professional Services, Manufacturing, Automotive, Hospitality, Construction, Not-for-profit, Transportation, Aviation, Telecommunications, Credit Unions, Business, Business Planning, Leadership, Strategic Planning, Loans, Strategy, Credit, Mergers & Acquisitions, Not for Profit, Budgets, Process Improvement, Project Planning, Finance, Strategic Partnerships, Management, Executive Management, Restructuring, Forecasting, Sarbanes-Oxley Act, Portfolio Management, Start-ups, Accounting, Analysis, Auditing, Internal Controls, Due Diligence
Education
City University of New York-Brooklyn College 1982 — 1986
BS, Economics
HEICO Aerospace July 2015 - Present
Prime Air, A HEICO Company August 2010 - July 2015
CU Business Capital, LLC July 2008 - August 2008
Interbay Funding January 2003 - April 2008
Florida Bancorp July 2001 - December 2001
Primesource Financial FKA Oceanmark Bank May 1998 - March 2000
Victory Financial Services October 1997 - May 1998
American National Title March 1997 - October 1997
One Stop Funding September 1996 - March 1997
Oceanmark Financial, FSB June 1994 - August 1996
Skills
Loans, Sales, Management, Underwriting, Mortgage Lending, Training, Real Estate, Credit, Customer Service, Loan Servicing, Sales Management, Negotiation, Contract Negotiation, Software Documentation, Team Leadership, Insurance, New Business Development, Aerospace, Mor
Education
Broward College
Business/Biology
Hollywood Beauty College 1987 — 1988
License, Nail Technology
SR System Solutions June 2009 - Present
CU Business Capital, LLC 2008 - 2009
pacific Nation Bank 1998 - 2004
Skills
Business Continuity, Information Security..., Physical Security, PCI DSS, Security, Information Technology, IT Service Management, Firewalls, IT Audit, Risk Assessment, Computer Security, Managed Services, Intrusion Detection, Governance, Management, Enterprise Software, ISO 27001, IT Solutions, Vulnerability Assessment, IT Operations, Information Security, IT Management, Disaster Recovery
Education
Miami Dade College 2000 — 2003
AS, Information Management
Telefonica May 2011 - Present
QQ Solutions, Inc. November 2010 - May 2011
Centennial Communications May 2009 - October 2010
CU Business Capital, LLC February 2009 - May 2009
SBA Communications, Corp. January 2009 - February 2009
Myriad Consulting June 2007 - October 2008
Hull & Company 2006 - 2007
First Data Corporation January 2005 - February 2006
EDS 2000 - 2005
Bainbridge Island School District November 1998 - June 2000
Skills
Disaster Recovery, Data Center, Active Directory, Virtualization, ITIL, VMware, IT Management, Cisco Technologies, Servers, Integration, Windows Server, Troubleshooting, IT Operations, Citrix, DNS, Business Continuity, VMware Infrastructure, Microsoft SQL Server, Network Administration, VPN, Technical Support, System Deployment, VMware ESX, Networking
Education
Columbia College 1996 — 1997
Bluestone Financial Group, LLC January 2014 - Present
Willow Capital Group, LLC. 2010 - January 2014
CU Business Capital, LLC 2009 - March 2010
CU Business Capital, LLC 2008 - 2009
Silver Hill Financial, LLC (Bayview Financial, L.P.) 2006 - 2008
RBS WorldPay, Inc. 2004 - 2006
Kohlberg Kravis Roberts [First Data Corporation] 2002 - 2004
Sumitomo Mitsui Banking Corporation 2001 - 2002
SunTrust Banks, Inc 2000 - 2001
FleetBoston Financial Group - New York 1998 - 2000
Skills
Financial Analysis, Financial Modeling, Credit, Cash Flow Forecasting, Credit Analysis, Portfolio Management, Underwriting, Commercial Banking, Risk Management, Financial Research, Credit Risk, Valuation, Financial Risk, Analysis, Loans, Finance, Cross-functional Team...
Education
University of Miami - School of Business 2003 — 2005
(MBA) Master of Business Administration, International Business and Finance
Seton Hall University 1988 — 1992
Bachelor of Arts, Political Science
CFA® (Chartered Financial Analyst®) Institute 2006 — 2008
CFA® Level II Candidate, Candidacy for CFA® Designation
New York Institute of Finance 2000 — 2002
Professional Certificate in Credit
Small Business America, LLC October 2010 - Present
CU Business Capital, LLC 2007 - 2009
T&W Financial Services 1998 - 2000
Skills
Loans, Credit, Banking, Credit Analysis, Underwriting, Commercial Lending, Finance, Financial Analysis, Cash Management, Small Business Lending, Strategic Planning, Asset Management, Financial Reporting, Internal Controls
Education
Nova Southeastern University 2004 — 2006
Master of Business Administration (MBA), Emphasis on Finance
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor's degree, Accounting and Finance
Denmrk High School 1984 — 1988
High School, General Studies
Bank of America June 2012 - Present
FDIC April 2010 - May 2012
BAE Systems August 2008 - October 2009
CU Business Capital, LLC January 2007 - August 2008
First Bank of Jacksonville June 2004 - January 2007
Skills
Asset, Banking, Real Estate, Analysis, Credit, Loans, Receiverships, Policy, Portfolio Management, Credit Analysis, Loan Origination, Finance, Commercial Banking, Mortgage Banking, Consumer Lending, Financial Risk, Asset Management, Commercial Mortgages, Strategic Financial..., Commercial Lending, Mortgage Lending, Leadership, Forecasting, Small Business Lending, Credit Risk, Financial Planning
Education
Jacksonville University
Bachelors of Science, Business Administration
bank of florida Vice PresidentBank of Florida2008 - 2009
CU Business Capital, LLC 2004 - 2008
Education
Florida International University - College of Business 2002 — 2002
Master's in Science of Finance (MSF), Finance and International Business
Bayview Asset Management October 2010 - Present
CU Business Capital, LLC July 2009 - September 2010
Capital One March 1985 - March 2008
Greenpoint Mortgage/Capital One 1985 - March 2008
Greenpoint Mortgage 1985 - 2008
Education
Queensborough Community College 1992 — 1996
Business
TEG Federal Credit Union November 2009 - Present
CU Business Capital, LLC February 2009 - October 2009
Greystone MultiUnit LLC August 2008 - December 2008
Indymac Bank January 2002 - July 2008
Provident Bank 1997 - January 2002
Transamerica August 1987 - June 1997
Skills
Finance, Account Management, Credit, Loans, Business Development, Refinance, Credit Analysis, Mortgage Lending, Sales, Consumer Lending, Commercial Real Estate, FHA, Underwriting, Construction Loans, Commercial Lending, Residential Mortgages, Sales Management, Banking, Mortgage Banking, Residential Homes, Small Business Lending, Program Management, Strategic Planning, Customer Service, Loan Origination, Risk Management, Financial Analysis, Commercial Mortgages, Commercial Banking, Investments, Portfolio Management, Marketing, Team Building, Relationship Management, Credit Risk, New Business Development, Sales Operations, Budgets, Real Estate Financing, Time Management, Management
Education
Marist College 1985 — 1987
BS, Business Administration
St Paul Catholic Church April 2011 - Present
CU Business Capital, LLC February 2007 - December 2008
BUCS Federal Bank May 2005 - November 2006
Golden Prague Federal Savings & Loan Association April 1999 - May 2005
Skills
Loans, Credit Analysis, Underwriting, Portfolio Management, Finance, Marketing, Sales Management, Leadership Development, Strategic Planning, Non-profits, Strategy, Public Speaking, Nonprofits, Sales, Volunteer Management, Leadership
Education
Villanova University, School of Business
Masters of Science, Church Management
Loyola University Maryland
BA, Psychology
The Kramer Group March 2008 - June 2011
CU Business Capital, LLC 2006 - 2007
First Trade Union Bank 1992 - 2002
Education
Bentley College 1989 — 1997
Master of Business Administration (MBA), Finance, General
Boston University 1982 — 1984
Bachelor of Science (BS), Accounting
Northeastern University 1974 — 1979
Bachelor of Science (BS), Criminal Justice
New England School of Banking 1996 — 1997
Diploma Certificate, Banking
Leadership Si June 2012 - Present
Gibraltar Private Bank & Trust 2009 - May 2012
Dade County Federal Credit Union July 2006 - March 2009
CU Business Capital, LLC April 2005 - July 2006
Wachovia Bank April 1976 - April 2005
Skills
Loans, Commercial Lending, Credit, Banking, Underwriting, Business Development, Commercial Real Estate, Mortgage Lending, Credit Analysis, Financial Risk, Treasury Management, Credit Risk, Finance, Private Banking, Loan Origination, Commercial Banking, Investments, Consumer Lending, Financial Institutions, Lines Of Credit, Relationship Management, Cash Management, Portfolio Management, Financial Services, Small Business Lending, Commercial Mortgages, Retail Banking, Asset Based Lending, Management, Mergers & Acquisitions, Wealth Management, SBA
Education
Florida International University 1978 — 1984
Bachelor of Arts (B.A.), International Relations/Finance