Equitable Bank
Equitable Bank is a Canadian bank founded in 1970. The bank provides residential and commercial real estate lending services. In 2013, it became a Schedule I Bank offering savings products. It is now Canada’s ninth largest independent bank, with more than $25 billion in assets under management. Total assets: 25 billion USD (2018) Number of employees: 600 (2018) Formerly: Equitable Group Inc. Founded: 1970 Parent organization: Equitable Group Inc.
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Equitable Bank Employees
Ryerson January 2014 - Present
Graybar May 2013 - August 2013
Equitable Bank 2007 - 2010
Skills
Bilingual, EDGE Certified, Proficient in AutoCAD &..., Sales, Microsoft Excel, Microsoft Office, Banking, Customer Service, Time Management, Leadership, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Organized Multi-tasker, Self-driven, Close Attention to..., Team-oriented, Oral & Written..., Volunteering, People-oriented, Data Entry, People Skills, Teamwork, Marketing, Strategic Planning, Social Networking, Student Leadership, Spanish, Jack Henry, Facebook, Training, Withdrawals, Student Development, Student Affairs, Certificates of Deposit, Fundraising, Outlook, Deposit Growth, Higher Education, Leadership Development
Education
University of Nebraska at Kearney 2010 — 2013
Bachelor's degree, Industrial Distribution
University of Nebraska at Kearney 2010 — 2013
Bachelor of Science in Industrial Distribution, Industrial Distribution
Equitable Bank March 2011 - Present
Skills
Loans, Risk Management, Strategic Planning, Microsoft Excel, New Business Development, Project Planning, First Time Home Buyers, Real Estate, Strategic Financial..., Financial Analysis
Education
Massachusetts Institute of Technology
Master of City Planning
Equitable Bank June 2015 - Present
Equitable Bank May 2014 - Present
F.T.R. Products Group Inc. September 2011 - April 2014
Canadian Forces: Canadian Forces College (Toronto) January 2011 - April 2011
Humber College September 2008 - April 2011
Canadian Forces: Canadian Forces College (Toronto) June 2010 - September 2010
Skills
Crisis Communications, Strategic Communications, Public Relations, Media Relations, Speech Writing, Media Monitoring, Internal Communications, Communications Planning, Press Releases, Corporate Social..., Social Media Measurement, Marketing Communications, Corporate Communications, Crisis Management, Public Speaking, Spokesperson, Community Development, Reputation Management, Editing, Copy Editing, Writing, Market Research, Web Content, Facebook, Public Affairs, Event Management, Internal & External..., Stakeholder Engagement, Sponsorship, Social Media Marketing, Blogging, Newsletters, Advertising, Copywriting, Social Media, International Relations, Integrated Marketing, Social Networking, Marketing Strategy, Event Planning, Message Development, Publicity, Press Kits
Education
Humber College 2008 — 2011
Diploma, Public Relations
York University 2004 — 2008
English and Religion
Canadian Aesthetic Academy 2005 — 2006
Aesthetics & Medical Aesthetics
School of Professional Makeup 2004 — 2005
Makeup
Society of Ontario Adjudicators and Regulators (SOAR) October 2014 - Present
Equitable Bank May 2014 - August 2014
Russell Investments June 2013 - August 2013
Legal Aid Ontario July 2010 - June 2012
Carlson Marketing Canada August 2006 - July 2009
Skills
Constitutional Law, Public Law, Administrative Law, Poverty Law, Public Policy, Legal Research, Public Administration, Program Evaluation, Social Justice, French, Research, Policy Analysis, Legal Writing
Education
York University - Osgoode Hall Law School 2013 — 2015
Doctor of Law (JD), Law
McGill University 2012 — 2013
Bachelor of Laws (LL.B.) and Bachelor of Civil Law (B.C.L), Law
York University 2011 — 2012
Graduate Diploma in Justice System Administration
York University 2010 — 2012
Master of Public Policy, Administration and Law
York University 2007 — 2010
Bachelor of Arts (B.A.), Professional Writing (Institutional Communications Stream)
Equitable Bank February 2015 - Present
Independent Cosultant November 2014 - January 2015
Self Employed February 2012 - November 2014
Saudi Hollandi Bank January 2010 - February 2012
Saudi Hollandi Bank March 2009 - January 2010
Saudi Business Machines (SBM) - Saudi Arabia February 2006 - February 2009
State Bank of Pakistan April 2001 - February 2006
Hisoft, Islamabad, Pakistan July 2000 - April 2001
Skills
T24, PMP, Project Management, Core Banking, Systems Analysis, Application Development, Retail Banking, Gap Analysis, Team Management, Teamwork, Team Building, IT Project..., Vendor Management
Education
University of Agriculture, Faisalabad 1997 — 1999
M.Sc., Computer Science
Government Murray College, Sialkot 1995 — 1997
B.Sc., Physics Double Maths
Equitable Bank June 2015 - Present
Luma Events January 2008 - Present
RSA Canada September 2014 - June 2015
RSA Canada January 2012 - September 2014
RSA Canada May 2011 - January 2012
Ryerson University July 2010 - May 2011
Critical Care Nutrition, Queen's University January 2009 - April 2010
Nutrasource Diagnostics Inc June 2008 - November 2008
Skills
Digital Marketing, Social Media, Marketing, Marketing Communications, Strategy, Research, Market Research, Marketing Management, Marketing Strategy, Management, Project Management, Team Leadership, Analysis, Event Management, Online Advertising, Strategic Partnerships, Content Strategy, Drupal, Negotiation, Public Speaking, Web Content Management, Content Marketing, Writing, Strategic Thinking, Nutrition, Digital Communications, Natural Health Products, Functional Foods, Nutraceuticals, Fitness Training, Fitness, Fitness Instruction
Education
Ryerson MBA 2010 — 2011
MBA, International Business with a focus on Marketing Management
University of Guelph 2007 — 2008
Master of Science, Human Health and Nutrition
University of Guelph 2003 — 2007
Bachelor of Science Honours, Nutritional and Nutraceutical Sciences
Collection Selection January 1999 - Present
Self-Employed February 2000 - Present
veteransoutreach.com January 2010 - December 2011
Broward Outreach Center February 2001 - January 2002
House of Hope, Inc. November 2000 - November 2001
Equitable Bank March 1999 - October 2001
Skills
E-commerce, Stock Photography, Macro Photography, Ebay Sales, Data Entry, Social Media Marketing, Online Research, Online Marketing, Copy Typing, Office Organizing, Online Advertising, Customer Service, Creative Services, Antiques, Blogging, Social Networking, Social Media, Facebook, Microsoft Excel, Small Business, Email Marketing, Outlook, Entrepreneurship, Typing, Microsoft Word, Retail Buying, Freelance Photography, Antique Restoration, Photography, Auctions, Marketing
Education
Broward Community College 1999 — 2002
Associate's Degree, Paralegal, Legal Assisting
Sheridan Vocational/Technical Center 1983 — 1984
Certificate, Computer Programming, Accounting
Cooper City High School 1975 — 1979
High School Diploma
Equitable Bank April 2014 - July 2015
Jeffrey Finstein, Chartered Accountant May 2013 - August 2013
The Institute of Chartered Accountants of Ontario March 2013 - March 2013
Free The Children September 2006 - June 2010
Skills
Microsoft Excel, Teamwork, Microsoft Office, Word, PowerPoint, Financial Accounting, Tax Returns, Microsoft Word
Education
University of Guelph 2010 — 2014
Bachelor's Degree, Accounting
CFA Institute
CFA Level 1 Candidate
Wall Street Prep
Financial Modeling
Manheim July 2015 - Present
Xpanxion July 2014 - July 2015
Xpanxion July 2012 - July 2014
Equitable Bank June 2011 - August 2012
Rogue Manufacturing October 2010 - June 2011
Chief Automotive Technologies March 2008 - April 2010
Chief Automotive Technologies April 2005 - March 2008
Chief Automotive Technologies March 2000 - April 2005
Skills
Testing, Test Management, Software Quality..., Test Automation, Ruby, Cucumber, Selenium, Agile Testing, Agile Methodologies, Regression Testing, Test Planning, Manual Testing, Defect Tracking, User Acceptance Testing, Test Strategy, Waterfall, Git, Github, SQL
Education
University of Nebraska at Kearney 1989 — 1991
Central Community College
Diploma, Information Technology
Marine International Diesels, Inc April 2009 - Present
Marine Internaitonal Diesels, Inc April 2009 - Present
Signature Marine November 2008 - April 2009
Mecantile Bank July 2007 - February 2008
OneUnited Bank February 2002 - February 2006
Equitable Bank March 1999 - February 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Payroll, Customer Service, Teamwork, Accounting, Accounts Payable, Data Entry
Education
American InterContinental University 2004 — 2008
Bachelor of Business Administration (BBA), Human Resources
Miami Edsion Senior High School 1987 — 1991
High School
Equitable Bank November 2014 - Present
Equitable Bank March 2012 - October 2014
Bridgewater Bank April 2008 - March 2012
. September 2007 - 2012
Scotiabank 2006 - 2008
Home Trust Company 2004 - 2006
CitiFinancial 1996 - 2004
Skills
Residential Mortgages, Underwriting, Mortgage Lending, Refinance, Mortgage Underwriting, Construction Loans, Credit, Investment Properties, Certified Mortgage..., Debt Consolidation, Commercial Mortgages, Insurance, Finance, Home Equity Lines of..., Mortgage Banking, Credit Analysis, Loans, Mortgage Servicing
Education
Mount Royal College 1991 — 1994
Accounting Diploma
Equitable Bank May 2015 - Present
TD Bank Group July 2011 - May 2015
artsScene Vancouver November 2013 - November 2014
TD January 2011 - July 2011
Incheon Office of Education November 2009 - November 2010
Skills
Banking, Mortgage Lending, Consumer Lending, Customer Service, Sales, Credit Analysis, Investment Banking, Computers, English, Teaching English as a..., Business English, Travel Planning, Travel, Paint, Microsoft Word, Microsoft Excel, Outlook, Long Distance Running, Cash, Accounting, Financial Accounting, Driving License, Camping, Fast Learner, Overseas Experience, Communicate Clearly, Experience working with..., Positive Team Player, Work Well Independently, Retail Sales, Teaching, Experience Working with..., Lesson Planning, Classroom Management, Financial Analysis, Financial Advisory, Subprime, Secured Financing, Home Equity Lines of..., Credit Risk, Real Estate Lending
Education
University of Northern British Columbia 2007 — 2009
Bachelor of Commerce (BCom), Accounting and Finance
College of New Caledonia 2005 — 2007
Accounting and Finance Diploma, Accounting and Finance
First National Financial LP July 2015 - Present
Home Trust Company September 2014 - July 2015
Home Trust Company December 2013 - September 2014
HomEquity Bank September 2013 - November 2013
CI Investments Inc. May 2012 - August 2012
Equitable Bank May 2011 - August 2011
HomEquity Bank May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Marketing, Insurance, Mortgage Lending, Banking, Portfolio Management
Education
Queen's University 2009 — 2013
Bachelor of Arts (BA) (Honours), Political Science
American Express February 2014 - September 2014
University of Phoenix November 2012 - January 2014
Apollo Group July 2011 - August 2013
ScalarUSA Inc August 2008 - March 2011
Integrated Software Solutions February 2006 - July 2008
PrimaryEdge Consulting April 2004 - December 2005
Equitable Bank February 2001 - April 2004
Skills
User Acceptance Testing, QTP, SDLC, Test Management, Testing, Agile Project Management, IBM Mainframe, Lean Sigma, ITIL, Visio, Cross-functional Team..., Integration, Project Management, PMP, Scrum, Software Documentation, Software Development, Databases, Agile Methodologies, Management, SQL
Education
College for Financial Planning 2013 — 2014
Master in Financial Planning, Financial Planning and Services
AMA Computer College 2001 — 2004
MS Computer Science, Computer Science
College of the Immaculate Conception 1994 — 1998
Bachelor of Science (B.S.), Computer Science
Health Financing Consultants 1990 - Present
Maryland National Bank March 1989 - July 1991
Equitable Bank March 1983 - March 1987
Skills
Budgets, Real Estate, Mergers & Acquisitions, Investments, Asset Management, Due Diligence, Negotiation, Debt & Equity Financing, HUD 232 Lean Processing, Loan Origination, Financial Anaysis, Debt Restructuring, Project Management, Loan Negotiation, Business Valuation, Loans, Financial Analysis
Education
University of Maryland College Park 1982 — 1984
Master of Business Administration (MBA), Accounting and Finance
Duke University 1976 — 1980
Bachelor of Science (BS), Economics
Valley Metro RPTA October 2013 - Present
Lindco Equipment & Supply, Inc. January 1993 - July 2013
King and Associates April 1996 - September 2000
J.S. Redpath Corp. October 1992 - January 1993
PCL Civil Constructors February 1992 - October 1992
Tanner Construction October 1984 - January 1992
Equitable Bank February 1978 - August 1984
Skills
Accounts Payable, Payroll, construction field..., Accounts Receivable, General Ledger, bank..., account reconciliations, Customer Service, Payroll Taxes, Auditing, Invoicing, Data Entry, Financial Statements, Banking, Sales Tax
Education
Bryant and Stratton College-Milwaukee 1976 — 1978
Associate of Arts (A.A.), Accounting
Equitable Bank March 2015 - Present
DUCA Financial Services Credit Union Ltd. June 2013 - Present
DUCA Financial Services Credit Union Ltd. February 2012 - June 2013
Ontario Public Service July 2011 - August 2011
Skills
Data Analysis, Research, Banking, Statistics, Econometrics, Customer Service, Microsoft Office, Investments, Cash Management, Finance, Time Management, Risk Management, Credit Analysis, Credit, Financial Analysis, Portfolio Management, Credit Risk, Financial Services
Education
York University 2007 — 2011
Honours B.A., Economics
Seneca College of Applied Arts and Technology 2008 — 2009
Language studies, American Sign Language
Scarlett Heights Entrepreneurial Academy 2003 — 2006
High School Diploma, Business
Equitable Bank December 2014 - August 2015
BMO Financial Group August 2014 - November 2014
Rotman Commerce, University of Toronto September 2013 - April 2014
University of Toronto April 2013 - April 2014
University of Toronto September 2011 - April 2014
Hart House Investment Fund, University of Toronto September 2011 - May 2013
University of Toronto April 2012 - April 2013
Cedar Fair Entertainment Company March 2011 - September 2012
Providence Healthcare June 2006 - September 2008
Skills
Teamwork, Microsoft Excel, Microsoft Office, Time Management, Customer Service, Financial Analysis, Team Leadership, Economics, Research, Critical Thinking, Leadership, Corporate Finance, Data Analysis, Public Speaking, Event Planning, Budgets, Finance, Management, Analysis
Education
EDHEC Business School 2015 — 2016
Master’s Degree, Financial Markets
Rotman Commerce - University of Toronto 2010 — 2014
Bachelor of Commerce, Finance & Economics
Equitable Bank November 2014 - Present
Pacific Mortgage Group Inc - Radius Financial & Mortgage Architects August 2012 - October 2014
Firstline/PCF/CIBC April 2007 - July 2012
National Bank of Canada March 2000 - April 2007
Skills
Mortgage Lending, Commercial Banking, Underwriting, Debt Consolidation, Financial Services, Mutual Funds, Investors, Investment Properties, Real Estate, Lines Of Credit, Sellers, Risk Management, Commercial Mortgages, Home, Relationship Management, Construction Loans, Mortgage Banking, Credit Risk, Portfolio Management, Commercial Lending, Mortgage Underwriting, Residential Mortgages, Loans, Condos, Refinance, Strategic Financial..., Mortgage Marketing, Credit Analysis, First Time Home Buyers, Brokerage, Investments, Cross Selling, Financial Analysis, Selling, Credit, Finance, Real Estate Financing, Banking, Financial Risk, Certified Mortgage..., Funding, Retail Banking, Consumer Lending, Reverse Mortgages, Home Equity Lines of..., Loan Origination, Real Estate Economics, Rates, Commercial Finance, Home Equity Loans
Education
Concordia University 1999 — 2003
Bachelor of Arts (BA), Political Science and Government
Vanier College 1994 — 1998
Social Sciences
pierre laporte
A.L. Salazar & Associates October 2009 - Present
A.L. Salazar & Associates 1990 - 2011
Equitable Bank 1975 - 1983
Skills
Construction, Medicare, Retirement Planning, Retirement, Insurance, Marketing, Employee Benefits, Product Development, Teaching, Strategic Planning, Accounting, Web Design, Illustrator, Project Planning, Wellness, Art, C, Music, Fixed Annuities, Management, Selling
Education
American College 1992 — 1994
LUTCF, FIC, Insurance
University of Santo Tomas 1972 — 1978
Bachelor's Degree in Business Administration Major in Management, Banking and Finance and Marketing
CohnReznick LLP September 2014 - Present
Webster Business Credit April 2014 - September 2014
Northwest Savings Bank November 2011 - April 2014
SunTrust Bank February 2010 - November 2011
Wells Fargo July 2007 - February 2010
Equitable Bank 1985 - 1992
Skills
Commercial Banking, Credit Analysis, Loans, Credit, Underwriting, Banking, Financial Analysis, Portfolio Management, Credit Risk, Risk Management, Commercial Mortgages, Business Development, New Business Development, Strategic Planning, Small Business Lending, Asset Based Lending
Education
Loyola College in Maryland 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Davidson College 1979 — 1983
Bachelor of Arts (BA), History/Premed
Equitable Bank November 2007 - Present
HSBC 2004 - 2007
CitiFinancial 1995 - 2004
Skills
Mortgage Underwriting, Mortgage Lending, Financial Services, Credit Analysis, Residential Mortgages, Loans, Credit Risk, Banking, Credit, Underwriting, Commercial Mortgages, Financial Analysis, Real Estate, Loan Origination, Home Equity Lines of..., Construction Loans, Refinance, Mortgage Banking, Relationship Management, Portfolio Management, Strategic Financial..., Retail Banking, Debt Consolidation, First Time Home Buyers, Consumer Lending, Customer Service, Certified Mortgage..., Reverse Mortgages, Investments, Mortgage Servicing, Finance, Funding, Commercial Lending, Commercial Banking, Credit Cards, Financial Risk, Second Mortgages, Lines Of Credit, Risk Management, Rates, Small Business Lending, AML, Capital Markets, Loss Mitigation, Investment Properties, Valuation, Real Estate Financing, Insurance, Equities, Financial Modeling
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health
Divine Word College of Laoag 1977 — 1981
Banking and Finance
Aparri Sch. of Arts and Trades 1972 — 1976
High School
Mortgage Loan Officer May 2014 - Present
Access Signing Group February 2001 - Present
Kendall West Agency February 1992 - Present
Equitable Bank February 1984 - November 1991
Skills
Real Estate, Real Estate Transactions, Refinance, Residential Homes, First Time Home Buyers, Strategic Planning, Loans, Customer Service, Mortgage Lending, Banking, Small Business, Commercial Real Estate, Finance, Residential Mortgages, FHA, Investment Properties, Mortgage Banking, Loan Origination
Education
Southern Methodist University - Cox School of Business
Management
American Institute of Banking
Self-employed 1982 - Present
Williamston Theatre August 2008 - November 2008
Purple Rose Theatre Company 2007 - 2007
Toby's Dinner Theatre January 1996 - December 1998
Equitable Bank 1988 - 1995
Skills
Acting, Theatre, Stage, Performing Arts, Drama, Music, Sketch Comedy, Entertainment, Singing, Plays, Musical Theatre, Playwriting, Songwriting, Vocal, Voice Acting, Voice Over, Theatrical Production, Comedy, Stage Combat, Teaching Acting, Shakespeare
Education
Carnegie Mellon University
BFA, MS, Music, Public Policy
Laurentian Bank January 2014 - Present
Equitable Bank February 2010 - January 2014
Avison Young Commercial Real Estate/CA Bancorp September 2004 - February 2010
HSBC Bank January 2000 - August 2004
Skills
Commercial Mortgages, Loan Origination, Mortgage Banking, Mortgage Lending, Real Estate, Underwriting, Construction, Real Estate Financing
Education
Seneca College of Applied Arts and Technology
Financial Services Underwriting, Mortgage Broker Course
University of Toronto
B Comm., Management & Economics
Howard County Economic Development Authority August 2014 - Present
Carroll Community College February 2012 - January 2015
SBDC Frederick County September 2012 - August 2014
Frederick Community College September 2013 - November 2013
The Barbour Group, LLC August 2011 - September 2012
Carroll SBDC October 2005 - July 2011
Frederick County MD Office of Economic Development July 2002 - December 2010
FITCI 2007 - 2008
State of Maryland DBED 1994 - 2002
Equitable Bank 1988 - 1991
Skills
Business Planning, Strategic Planning, Small Business, Underwriting, Editing, Customer Service, Public Speaking, Insurance, Microsoft Office, Financial Analysis, Coaching, Budgets, Risk Management, Analysis, Business Development, Contract Negotiation, Non-profits, Credit Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Program Management, Leadership Development, Real Estate, Business Strategy, Project Management, Strategy, Leadership, Entrepreneurship, Management, Process Improvement, Marketing, New Business Development, Finance, Training, Policy, Portfolio Management, Start-ups, Accounting, Community Outreach, Government, Fundraising, Management Consulting, Organizational..., Event Planning, Project Planning, Nonprofits, Team Building
Education
The Johns Hopkins University - Carey Business School 1988 — 1991
MAS, Business Administration
Bucknell University 1979 — 1983
BA, Economics, Spanish
MMI 1979 — 1983
Equitable Bank August 2011 - Present
Quorum Funding Corporation April 2010 - July 2011
GE Energy Financial Services September 2007 - April 2010
GE Capital January 1995 - August 2007
Education
The University of Calgary 1986 — 1991
B.Comm, Finance
Certified Management Accountants
CA, CMA
Equitable Bank November 2009 - Present
TempBridge Commercial Mortgages April 2008 - December 2009
Merrill Lynch July 2004 - January 2008
CIBC Mortgages July 1999 - July 2004
Manulife Financial July 1995 - July 1999
Skills
Mortgage Lending, Commercial Mortgages, Real Estate Financing, Real Estate, Mortgage Underwriting, Investments, Loans, Residential Mortgages, Investment Properties, Commercial Real Estate, Commercial Lending, Debt Consolidation, Real Estate Economics, Disposition, Brokerage, Refinance, Due Diligence, Portfolio Management, Credit, Funding, Mortgage Banking, Loan Origination, Credit Analysis, Underwriting
Education
Lester B. Pearson
Lester B. Pearson
McGill University
Equitable Bank November 2010 - Present
Xceed Mortgage Corporation May 2009 - November 2010
Macquarie Financial February 2005 - May 2009
Equifax Canada 2001 - 2005
Royal Bank of Canada 2000 - 2001
Royal Bank of Canada 1998 - 2000
Skills
Mortgage Lending, Residential Mortgages, Debt Consolidation, Credit, Mortgage Banking, Certified Mortgage..., Mortgage Underwriting, Loans, Sales, Business Development, Sales Management, Commercial Mortgages, Underwriting, Banking, Refinance, Credit Analysis, Investments, Construction Loans, Risk Management, Relationship Management, Credit Risk, Customer Service, Loan Origination, Management, Financial Services
Education
Seneca College of Applied Arts and Technology
Colombo Bank March 2013 - Present
Essex Bank November 2009 - February 2013
Bradford Bank November 2008 - September 2009
Bradford Bank 2006 - November 2008
K Bank 2004 - 2006
Allfirst Bank August 1999 - February 2004
Signet Bank 1986 - 1997
Equitable Bank 1982 - 1986
Skills
Commercial Lending, Banking, Loans, Strategic Planning, Asset Based Lending, Lines Of Credit, Treasury Management, Cash Management, Investments, Corporate Finance, Real Estate Economics, Leadership, Real Estate Lending, Management, Portfolio Management, Commercial Banking, Credit Analysis, Credit, Small Business Lending, Underwriting, Financial Analysis, Risk Management, Commercial Mortgages, Mortgage Lending
Education
Towson University 1979 — 1981
BS, Business Administration
Towson University 1979 — 1981
BS, Economics
Dell May 2013 - Present
Dell July 2010 - May 2013
Avaya December 2004 - March 2010
Ericsson October 2000 - November 2004
Ericsson July 1999 - October 2000
Ericsson July 1996 - June 1999
Southwestern Bell Mobile Systems October 1995 - June 1996
Southwestern Bell Mobile Systems April 1994 - June 1995
Equitable Bank April 1991 - April 1994
Skills
Pricing, Forecasting, Financial Analysis, Financial Modeling, Financial Forecasting, Business Case, Process Improvement, Managed Services, Professional Services, Business Analysis, Telecommunications, Accounting, Analysis
Education
University of Texas - Dallas 1990 — 1992
Bachelor of Science, Business Administration; Accounting
Stephen F. Austin State University 1986 — 1989
Accounting
Equitable Bank February 2014 - April 2014
Starbucks May 2013 - March 2014
PlayLab Inc October 2012 - December 2012
Ivy Schools December 2010 - August 2012
McMaster University September 2009 - May 2010
Skills
Teaching, Tutoring, Lesson Planning, Classroom Management, Curriculum Development, Curriculum Design, Public Speaking, Teaching English as a..., Differentiated..., Literacy, Elementary Education, Secondary Education, K-12, Microsoft Office, Classroom, Special Education, Organizational..., Instructional Design, Adult Education, Staff Development, ESL, Leadership, Coaching
Education
University of Toronto - Ontario Institute for Studies in Education 2012 — 2013
Master of Education (M.Ed.), Adult Education and Community Development focus in Workplace Learning and Social Change
Harvard University Graduate School of Education 2012 — 2012
Multiple Intelligences Certificate
McMaster University 2006 — 2010
Bachelor of Health Sciences Honours, Health Sciences
Equitable Bank 2005 - Present
Equitable Wealth Managment 2005 - Present
United Nebraska Bank May 1993 - March 2005
Skills
Financial Analysis, Commercial Lending, Portfolio Management, Banking, Consumer Lending, Credit, Credit Analysis, Risk Management, Mortgage Lending, Loans, Loan Origination, Commercial Banking, Underwriting, Small Business Lending, Retail Banking, Commercial Mortgages, Lines Of Credit, Credit Risk, Credit Cards, SBA, Strategic Financial..., Asset Based Lending, Investments, Private Banking, Construction Loans, Finance, Mutual Funds, Home Equity Loans, Insurance, Retirement Planning, Treasury Management, Residential Mortgages, Mortgage Banking, Cash Management, Investment Advisory, Wealth Management
Education
University of Nebraska-Lincoln 1978 — 1982
BS, Ag
ARCADIA REALTY CORP. July 1998 - Present
Chicago Title Insurance Company 1994 - 1998
Equitable Bank 1990 - 1994
Skills
Real Estate Development, Real Estate, Disposition, Investments, Property Management
Education
Stephen F. Austin State University
Maronda Homes October 2009 - Present
Holiday Builders April 2005 - August 2009
Research Planning, Inc. July 1992 - June 2001
Equitable Bank 1978 - 1987
Skills
Corporate Finance, Investments, Treasury Management
Education
University of Maryland College Park
B.S., Business, Accounting
CSC November 2011 - Present
Duda Right Thing Consulting January 2011 - November 2011
ITT Corporation September 2010 - December 2010
Lantheus Medical Imaging August 2010 - August 2010
W. R. Grace October 2009 - May 2010
W. R. Grace September 2003 - October 2009
W. R. Grace October 1986 - September 2003
W. R. Grace October 1983 - October 1986
Equitable Bank 1981 - 1983
Westinghouse 1980 - 1981
Skills
SAP R/3, Sarbanes-Oxley Act, SAP, SAP Implementation, SAP BW, SAP Netweaver, SDLC, Integration, Business Process, SAP ERP, ERP, Data Migration, Process Improvement, SD, Software Documentation, Materials Management
Education
Hofstra University
B.S. in Education, Mathematics, Physical Education
CIBC January 2015 - Present
Equitable Bank May 2014 - December 2014
ING August 2009 - October 2013
ING July 2008 - August 2009
ING June 2006 - August 2009
TD December 2005 - May 2006
Skills
Residential Mortgages, Mortgage Lending, Mortgage Banking, Credit, Refinance, Loans, Mortgage Underwriting, Underwriting, Loan Origination, Banking, Credit Analysis, Credit Risk, Home Equity Lines of..., Financial Services
Education
Kurukshetra University 1998 — 2002
Bachelor’s Degree in Commerce
Seneca College of Applied Arts and Technology
FSU 101
Equitable Bank September 2013 - Present
Skills
Graphic Design, Creative Strategy, Team Management, Online Marketing, Advertising, SEO, Social Media Marketing, Online Advertising, Marketing, Email Marketing, Public Relations, Sales
Education
Hendrik Institute
Digital Design, Graphic Design, Web Design, Page Layout
North Shore Community College
Computer Science
Equitable Bank August 2014 - Present
TD April 2014 - August 2014
Citi January 2005 - December 2012
Citi January 2012 - September 2012
Citi February 2003 - December 2011
ISACA March 2002 - November 2007
Citi February 2003 - December 2005
Sejong University March 2002 - February 2003
LG U+ January 1995 - February 2003
Skills
Disaster Recovery, Business Analysis, SDLC, Vendor Management, Information Security, Risk Management, Compliance, IT Audit, CISA, CISSP, Information Technology, Project Management, Oracle Database..., Business Continuity..., ITIL, Vulnerability Assessment, RCSA, SAP R/3, Network Security, Application Security, Software Quality..., Governance, Finance, Strategy, Legal Compliance, SOX Compliancy, ERP, Test Planning, Contingency Planning, Access Control, Data Center, Computer Security, Databases, VPN, Risk Assessment
Education
Ryerson University 2014 — 2014
Bridging Program -ACCES IT Connection
Sheridan College 2014 — 2014
OSLT
Sheridan College 2013 — 2013
ELT Pathway
National Information Society Agency 2004 — 2004
Certified Korean IT auditor, IT Audit
Ewha Womans Graduate School 1993 — 1995
Master's degree, Computer Science
Ewha Womans University 1989 — 1993
Bachelor of Applied Science (BASc), Computer Science
Equitable Bank June 2014 - Present
State Street September 2013 - June 2014
State Street June 2011 - September 2013
Skills
Microsoft Office, Excel, Outlook, PowerPoint, Photoshop, CDS, Word, Windows, Social Networking, Business Analysis, Settlements, Global Custody, Java, Flash Animation, Dreamweaver, Customer Service, Lean Initiatives, Goal Oriented, Attention To Detail, Problem Solving, Organizing, Cross-border..., Critical Thinking, Corporate Finance, Public Speaking, Entrepreneurial Skills, Management Consulting, Settlement, Mutual Funds, Corporate Actions, Banking, Securities, Bonds, ETFs, Equities, Physical Security, Teamwork
Education
Ryerson University 2007 — 2011
BComm, Management, Finance
Father Bressani 2004 — 2007
Baker Storey McDonald Properties, Inc. March 2015 - Present
CBRE, Inc. May 2001 - December 2014
SunTrust Bank June 1988 - April 2001
Equitable Bank June 1980 - April 1986
Skills
Commercial Mortgages, Real Estate, Real Estate Development, Disposition, Brokerage, Location Intelligence, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Investment Properties, Asset Management, Contract Negotiation, Due Diligence, Asset Managment, Shopping Centers, Leases
Education
Lehigh University - College of Business and Economics 1968 — 1969
MBA, Finance
Muhlenberg College 1960 — 1964
BA, Math
State Farm November 2014 - Present
Mutual 1st Federal 2012 - 2014
Equitable Bank October 2011 - 2012
Centris Federal Credit Union 2010 - 2011
Centris Federal Credit Union 2010 - 2011
Wells Fargo Bank 2004 - 2010
Wells Fargo Bank 2004 - 2010
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending, Consumer Lending, Retail Banking, Mortgage Banking, Financial Analysis, Underwriting, Refinance, Commercial Banking, Finance, Cross Selling, Commercial Lending, Residential Mortgages, Loan Origination, Insurance, Financial Services, Sales
Education
University of Nebraska 2004 — 2008
Bachelor of Science Degree, Finance
University of Nebraska-Lincoln 2004 — 2008
Bachelors, Finance
Metropolitan Community College
Continuing Education-Excel 2013
JPMorgan Chase February 2013 - Present
SAC Federal Credit Union July 2012 - February 2013
Equitable Bank May 2010 - June 2012
Mutual of Omaha Bank August 2009 - February 2010
TD Ameritrade 2010 - 2010
Skills
Android, Loans, Customer Service, Documentation, Small Business Lending, Consumer Lending, Customer Relations, Excel, Microsoft Office, Banking, Word, Research, Commercial Lending, Credit, Analysis, Portfolio Management, Problem Solving, PowerPoint, Retail, Coaching, Outlook, Quality Assurance, Financial Analysis, Loan Origination
Education
Metropolitan Community College
Early Childhood Education
Equitable Bank April 2015 - Present
RBC January 2014 - April 2015
Scotiabank October 2013 - January 2014
ResMor Trust Company \ Ally Canada October 2012 - October 2013
BMO May 2012 - July 2012
Standard Chartered Bank 2008 - 2010
Standard Chartered Bank 2006 - 2007
Standard Chartered Bank 2004 - 2006
Standard Chartered Bank 2002 - 2003
Standard Chartered Bank 1994 - 2001
Skills
Credit Cards, Settlement, Reconciliation, Banking Operations, Banking, Cards, Loans, Securities, Team Management, Back Office, People Management, Custody, Customer Service, Problem Solving, MS Office Suite, Credit Risk, Account Reconciliation, Core Banking, Financial Services, Management, Risk Management, Portfolio Management, Retail Banking, Credit, Finance, Credit Analysis, Financial Risk, AML, Microsoft Office, Trade Finance, Relationship Management
Education
Karachi University 1994 — 1994
Bachelor of Commerce
Principal Financial Group November 2007 - Present
Equitable Bank 2005 - 2007
Marquette University High School 1999 - 2004
Skills
Retirement, Retirement Planning, Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Asset Allocation, College Funding..., Estate Planning, Financial Analysis, Income Protection, IRAs, Wealth Accumulation, Securities, Financial Services
Education
Marquette University High School
Marquette University
Bachelor, Economics
Equitable Bank April 2009 - Present
Honda Canada Finance January 2009 - April 2009
Metcalfe & Mansfield Capital Corp / Quanto Financial Corp. March 2006 - April 2008
Coventree Capital August 2001 - January 2006
Skills
Capital Markets, Structured Finance, Securitization, Fixed Income, ABS
Education
Queen's University 1997 — 2001
B.COM, Finance
CI Investments Inc. – Canada’s Investment Company July 2014 - Present
Fasken Martineau DuMoulin November 2013 - May 2014
Equitable Bank May 2013 - September 2013
OHM Fashion Show September 2012 - April 2013
American Apparel July 2011 - December 2012
The Cricket Club June 2012 - September 2012
Sport Chek February 2008 - September 2009
Skills
Customer Service, Interpersonal Skill, Teamwork, Team Leadership, Strategic Initiatives, Highly detail oriented, Highly Dedicated, Communication, Community Outreach, Recruiting, Human Resources, Time Management, Social Networking, PowerPoint, Social Skills, Microsoft Word, Microsoft Excel, Microsoft Office, Goal Oriented, People Skills, Public Speaking, Research, Employee Relations, Team Building, Outlook, Sales, Interpersonal..., Highly motivated..., Employee Benefits, Payroll, Building Relationships, Retail, Fundraising, Networking, Human Resource Planning, Strategic Planning, Visual Merchandising, Social Media, Leadership
Education
Humber College 2013 — 2014
Post Graduate Certificate in Human Resource Management, Human Resources Management/Personnel Administration, General
Western University 2009 — 2013
Bachelor of Social Science, Psychology
Western University 2009 — 2013
Bachelor of Social Science, European History
Westmount C.I
Ginny Robertson LLC March 2010 - Present
Live Your Life On Purpose 1995 - 2010
Context Associated January 1992 - December 1995
Fairfax Mortgage 1990 - 1992
Chevy Chase Bank 1988 - 1990
Equitable Bank 1984 - 1988
Commercial Credit 1972 - 1984
Skills
Entrepreneurship, Networking, Small Business, Public Speaking, Motivational Speaking, Personal Development, Training, Workshop Facilitation, Advertising, Magazine Publishing, Social Networking, Coaching, Team Building, Leadership Development, Program Management, Leadership, Nonprofits, Marketing, Fundraising, Executive Coaching, Social Media Marketing, Strategic Planning, Teaching, Newsletters, Management, Event Management, Public Relations, Social Media, Marketing Strategy, Event Planning, Customer Service, Business Planning, Business Development, Time Management, Blogging, Marketing Communications, New Business Development, Organizational..., Publishing, Online Advertising, Management Consulting, Sales, Online Marketing, Start-ups, Strategy, Business Coaching, Business Strategy, Team Leadership, Staff Development, Non-profits
Education
University of Maryland Baltimore 1973 — 1979
BS, Business Management
Concord University 1969 — 1971
Language Arts
Equitable Bank September 2014 - Present
Richard Ivey School of Business September 2012 - April 2014
The Equitable Trust Company May 2013 - June 2013
Camp Wahanowin June 2012 - August 2012
Reservoir Media Management, Inc. April 2012 - May 2012
Camp Wahanowin June 2010 - August 2011
HomEquity Bank May 2011 - July 2011
Skills
Leadership, Friendly Personality, Motivation, Microsoft Excel, Microsoft Word, Team Leadership, Team Building, Determination, Success Driven, Critical Thinking, Teamwork, Research
Education
Richard Ivey School of Business 2012 — 2014
Honors of Business Administration
The University of Western Ontario 2010 — 2012
Bachelor's degree, Economics
Equitable Bank March 2015 - Present
Equitable Bank September 2013 - March 2015
RBC April 2012 - August 2012
Western University October 2009 - April 2012
Education
The University of Western Ontario - Ivey School of Business 2011 — 2013
Honors Business Administration
Holy Names High School 2005 — 2009
Equitable Bank November 2014 - Present
Rogers Communications February 2014 - November 2014
Woody's Bar-B-Q Canada June 2011 - April 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Food, Event Planning, Retail, Microsoft Excel, Critical Thinking, Outlook, Leadership, Data Entry, Team Building, Sales, Team Leadership, Social Media, Inventory Management, Customer Satisfaction, Time Management, Microsoft Office, Training, Customer Service, Communication
Education
Humber College 2008 — 2011
Business Administration, Business Administration and Management, General
Assumption College Catholic High School
Equitable Bank March 2014 - Present
The Equitable Trust Company November 2011 - March 2014
The Equitable Trust Company 2010 - 2011
Equitable Trust 2009 - 2010
The Equitable Trust Company February 2005 - March 2009
Skills
Mortgage, Microsoft Office, Loan Origination, Mortgage Banking, Refinance, Underwriting, Portfolio Management, Credit Analysis, Investments, Banking, Mortgage Underwriting, Credit Risk, Cash Flow, Mortgage Servicing, Analysis, Customer Service, Residential Mortgages, Finance, Risk Management, Negotiation, Accounting, Financial Services, Mortgage Lending
Education
Centennial College
Human Resources
Summit Insurance - Maryland July 1991 - Present
Summit Financial - Maryland July 1991 - Present
AXA Advisors October 1989 - September 1991
Equitable Bank June 1986 - November 1989
Skills
Health Insurance, Employee Benefits, Health Care Reform, Insurance, Disability Insurance, Strategic Financial..., 401k, Life Insurance, Finance, Investments, Underwriting, Retirement Planning, Health Savings Accounts, Workers Compensation, Property & Casualty..., Business Consulting, Wellness Programs, Executive Pay, Pensions
Education
Loyola College in Maryland 1984 — 1986
Master's Degree, Business and Finance
McDaniel College 1979 — 1983
Bachelor's Degree, Economics
Horace Greeley HS 1976 — 1979
Bosselman Companies March 2014 - Present
Equitable Bank - Nebraska January 2014 - March 2014
Equitable Bank August 2011 - March 2014
State Bank of Delano October 2000 - August 2011
KHAS TV October 1998 - October 1999
Skills
Banking, Marketing, Management, Commercial Banking, Sales, Internet Banking, Private Banking, Relationship Management, Small Business Lending, Retail Banking, Branch Banking, Corporate Recruiting, Hiring Practices, Employment Law..., Human Resources, Team Building
Education
University of Nebraska-Lincoln 1988 — 1992
Marketing, Marketing and Business
Central City High School 1986 — 1988
General
Bellevue University
Bellevue University
Bellevue University
Bellevue University
Wells Fargo Bank October 2000 - January 2014
Magnolia & Main Partners September 1998 - June 2007
Compass Bank (nka BBVA Compass) April 1996 - September 2000
Equitable Bank September 1986 - April 1996
Skills
Commercial Lending, Banking, Small Business Lending, Commercial Banking, Credit Analysis, Cash Management, Loans, Asset Based Lending, Management, Credit, Strategic Financial..., Mortgage Lending, Portfolio Management, Lines Of Credit, Treasury Management, Loan Origination, Underwriting
Education
Southwestern Graduate School of Banking at SMU 1978 — 1980
Southern Methodist University 1971 — 1972
MBA
Southern Methodist University 1965 — 1971
BSEE, MSEE
WFHS
Equitable Bank December 2014 - Present
Home Trust Company June 2014 - November 2014
Home Trust Company April 2012 - May 2014
Home Trust Company June 2010 - April 2012
Anthony O. Maniaci, Barrister & Solicitor October 2008 - June 2010
City of Vaughan June 2006 - September 2009
City of Vaughan 2004 - 2006
Skills
Loans, Mortgage, Funding, Compliance, Real Estate, Real Estate Law, SAP, Microsoft Office, Corporate Law, Wills & Estates, SIT, Attention To Detail, Multitasker, Conveyancer, E-REG, Fast Company, Estate-a-Base, Teraview, Mortgage Lending, Finance, Property Law, Refinance, Residential Mortgages, Underwriting, Debt Consolidation, Investments, Credit Analysis, Credit, Banking, Mortgage Banking, Commercial Mortgages
Education
Seneca College of Applied Arts and Technology 2006 — 2008
Law Clerk
St. Elizabeth CHS 2002 — 2006
9-12
NFPA Media Group May 2015 - Present
Canadian BFRB Support Network January 2015 - Present
Acuity Corporate Securities Lawyers June 2014 - May 2015
Vision Critical January 2014 - March 2014
Equitable Bank May 2013 - August 2013
Ryerson University December 2011 - June 2013
Ryerson University July 2011 - June 2013
Community Living Ontario January 2012 - September 2012
Region of Peel May 2008 - August 2012
Ryerson University September 2008 - June 2009
Skills
Corporate Law, Financial Services, Securities, Privacy Compliance, Contract Negotiation, Corporate Social..., Team Leadership, Business Development, Board of Directors, Charity Governance
Education
York University - Osgoode Hall Law School
Juris Doctor, Law
The Hebrew University
Juris Doctor, International Law
Ryerson University
Bachelor of Social Work, Minor in Psychology.
Equitable Bank December 2014 - Present
McMaster University September 2009 - June 2014
AMD May 2012 - August 2013
Skills
C++, Java, Matlab, Pspice, Linux, Windows, Microsoft Office, VHDL, C, Electronics, C#, Electrical Engineering, Assembly, Mac OS X, Perl, Testing, Engineering, ASIC, Embedded Systems, Failure Analysis, Analog, Programming, Verilog, Manufacturing, Analysis
Education
University of Toronto 2015 — 2017
Master’s Degree, Electrical and Computer Engineering
McMaster University 2009 — 2013
Bachelor of Engineering, Electrical Engineering
Vivian Creative & Company 1998 - Present
Equitable Bank October 2014 - January 2015
The Brand Factory September 2011 - October 2014
Top Drawer Creative September 2010 - August 2011
Endeavour Marketing April 2008 - April 2010
McDonnell Haynes 2006 - 2008
Jawz Technology 2000 - 2000
Vickers & Benson 1992 - 1998
Bozell Palmer Bonner 1983 - 1991
Skills
Advertising, Direct Marketing, Integrated Marketing, Writing, Retail, Marketing Communications, Blogger, Social Media, Online Advertising, Creative Direction, Strategy, Press Releases, Corporate Communications, Creative Strategy, Blogging, Budgets, Copywriting, Strategic Communications, Event Management, Marketing Strategy, Direct Mail, Public Relations, Social Media Marketing, Social Networking, Web Content, Digital Marketing, Marketing, Media Planning, Email Marketing, Digital Media, Media Relations, Brand Development, Graphic Design, Corporate Branding, Magazines, Digital Strategy, Internal Communications, Content Strategy, Interactive Advertising, Brand Management, Editorial, Media Buying, Online Marketing, Interactive Marketing, Outdoor Advertising, Branding & Identity, Mobile Marketing, Relationship Marketing, Facebook, Newsletters
Education
Independent Mortgage Brokers and Agents (IMBA) 2014 — 2014
Licensed Mortgage Agent (Ont.)
Canadian Public Relations Society 2013 — 2013
Public Relations Knowledge (PRK)™ Professional, Public Relations
Institute of Communication Agencies (ICA)
Communications & Advertising Accredited Professional (CAAP), Communications and Advertising
Landmark Education
Self Expression & Leadership Program Coach
Langara, British Columbia
Bachelor of Arts program: English/Psychology
Community Trust Company January 2015 - Present
Equitable Bank June 2014 - January 2015
Equitable Bank July 2010 - January 2015
BMO Harris Private Banking April 2008 - November 2009
First National Financial LP May 2006 - March 2007
BMO Financial Group 2001 - 2006
Law Clerk June 2000 - September 2000
Skills
Attention To Detail, Analytical Approach, Investigations, Research, Financial Risk, Accounting, AML, Private Investigations, Analytical Skills
Education
Athabasca University
Bachelor of Professional Arts, Criminal Justice
ACAMS 2012 — 2012
Certified AML Specialist, Risk Mitigation
Humber College 1998 — 2000
Legal Assistant, Law
Equitable Bank September 2015 - Present
Equitable Bank January 2015 - April 2015
Trillium College August 2013 - July 2014
BEworks February 2013 - August 2013
Danier Leather February 2013 - August 2013
CAMH April 2012 - February 2013
Skills
Event Management, Customer Service, Social Media, Cultural Competency, Analysis, Psychology, Health Education, Marketing Strategy, Event Planning, Public Speaking, Time Management, Leadership, Research, Data Analysis, Microsoft Excel, Teamwork, PowerPoint, Coaching, Microsoft Office
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Post Graduate Certificate, Human Resources Management and Services, Co-op
The University of Western Ontario 2006 — 2011
B.A., Honors Double Major in Psychology and Women's Studies
Johns Hopkins Hospital March 1990 - Present
Equitable Bank October 1982 - October 1987
Skills
Operations Management, Inventory Management, Data Analysis, Supervisory Skills, Scheduling, Purchasing, Logistics, Supply Chain Management, Supply Chain, Process Improvement, Forecasting, Procurement, Administration, Logistics Management, Healthcare, Strategic Planning, Team Building, Contract Negotiation
Education
Strayer University-Maryland 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business
The Community College of Baltimore County 1992 — 1997
Associate of Arts (A.A.), business
Equitable Bank August 2012 - Present
ICON plc February 2012 - August 2012
Action500 November 2010 - January 2012
SEPAQ May 2008 - November 2010
Education
2008 — 2011
BAA, Management/Développement Durable
Equitable Bank March 2015 - Present
Equitable Bank April 2013 - March 2015
The Equitable Trust Company March 2011 - March 2013
Emirates September 2009 - October 2010
Emirates Airline August 2007 - August 2009
Emirates Airline May 2005 - July 2007
Skills
Regulatory Filings, Financial Reporting, Financial Analysis, Fund Accounting, Oracle E-Business Suite, Accounting, Account Reconciliation, Financial Accounting, General Ledger, Auditing, Accruals, Accounts Receivable, Accounts Payable, Variance Analysis, Cash Flow, Internal Audit, Finance, Internal Controls, Financial Statements, Banking
Education
University of Mumbai 1994 — 1999
Bachelors degree in Commerce, Accounting
The Chartered Institute of Management Accountants
Studying for Level 4 exams, Accounting and Business/Management
Equitable Bank December 2014 - Present
Equitable Bank April 2011 - Present
Ticketmaster Canada August 2003 - April 2011
Quebecor World April 2001 - November 2002
CIBC June 1995 - April 2001
Skills
Performance Management, Employee Relations, Employee Engagement, HR Policies, Human Resources, Recruiting, Employment Law, Conflict Resolution, New Hire Orientations, Training, Onboarding, Succession Planning, Management, Talent Management, HRIS, Workforce Planning, Talent Acquisition, Deferred Compensation, Personnel Management, Strategic HR, Interviews, Sourcing, Employee Training
Education
Humber College
CHRM, Human Resources
The University of Western Ontario
BA, Economics and Sociology
Equitable Bank April 2014 - Present
Equitable Bank October 2011 - Present
Aviva Canada February 2011 - July 2011
Buck Consultants 2010 - 2010
Manulife Financial May 2009 - August 2009
Skills
Microsoft Excel, Access, VBA, Communication, Financial Modeling, Credit Risk, Group Dynamics, Works well individually, Data Analysis, Ad Hoc Reporting, Reporting & Analysis, Leadership
Education
University of Waterloo 2006 — 2010
Bachelor of Mathematics, Actuarial Science
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Risk Management Services, Dean's Honour List
Hewlett-Packard November 2013 - Present
Hewlett-Packard October 2012 - October 2013
Hewlett-Packard August 2010 - October 2012
AVAYA October 2002 - August 2010
Lucent-Avaya July 1997 - November 2002
PHH September 1991 - July 1997
Maryland National Bank September 1989 - September 1991
Equitable Bank October 1981 - September 1991
Maryland National Bank 1981 - 1991
Skills
Professional Services, Telecommunications, VoIP, Unified Communications, Managed Services, Vendor Management, Program Management, PMP, Contact Centers, Telephony, Call Center, Cross-functional Team..., Avaya, Service Delivery, Cloud Computing
Education
Florida Atlantic University 2006 — 2007
MBA
MBA
MBA
MSA Systems March 2012 - Present
Accuristix November 2008 - March 2012
McKesson Logistics Solutions June 2001 - November 2008
Associated Logistics 2001 - 2003
Coca Cola Amatil April 2000 - September 2000
Equitable Bank October 1997 - May 1999
Skills
Logistics, Warehouse Management, EDI, Supply Chain, Business Analysis, 3PL, Transportation..., Supply Chain Management, Warehousing, SQL, Logistics Management, Materials Management, Business Process, Integration, Microsoft SQL Server, Software Project..., Software Documentation
Education
AMA University 1991 — 1995
BS Computer Science, Computer
First Midwest Bank December 2012 - Present
H&R Block January 2004 - April 2014
First Midwest Bank December 2008 - December 2012
First Midwest Bank December 2008 - December 2010
Bank of the West October 2003 - January 2006
Equitable Bank April 1981 - November 1999
Skills
Licenced Tax..., Notary Public, Microsoft Office, Microsoft Excel, Microsoft Word, Loans, Mortgage Lending, Finance, Credit, Commercial Banking, Credit Analysis, Training
Education
Far Eastern University 1977 — 1981
BSC- Accounting, Accounting and Business/Management
Far Eastern University, Philippines 1977 — 1981
Bachelor of Science in Commerce, Accounting
Equitable Bank March 2015 - Present
BMO Financial Group April 2012 - March 2015
BMO Financial Group April 2012 - April 2013
Bank of Montreal May 2010 - April 2012
The North 51st Group 2006 - 2011
BMO Financial Group October 2007 - May 2010
Skills
Banking, Mortgage Lending, Investments, Credit, Loans, Management, Portfolio Management, Risk Management, Financial Services, Retail Banking, Mutual Funds, Relationship Management, Financial Analysis, Consumer Lending, Finance, Commercial Banking
Education
Ryerson University
Equitable Bank October 2013 - Present
Bank of Montreal September 2011 - October 2013
BMO Bank of Montreal May 2007 - September 2011
BMO Bank of Montreal May 2003 - April 2007
BMO Bank of Montreal April 2001 - May 2003
Delano Technology Corporation July 1999 - April 2001
BMO Bank of Montreal May 1997 - June 1999
Skills
Financial Services, Business Analysis, Retail Banking, Relationship Management, Strategy, Mobile Banking, IT Strategy, Banking, Executive Management, Leadership, Social Media Marketing, Business Development, Product Management, Customer Experience, Business Strategy, Project Planning, Analytics, Management, Vendor Management, CRM, Business Process..., Portfolio Management, Risk Management, Project Portfolio..., Business Process
Education
Dalhousie University 2004 — 2008
MBA
Dalhousie University 1993 — 1997
Bachelor of Commerce, MIS
Inwood National Bank August 2012 - Present
North Dallas Bank & Trust Co. 1996 - 2012
Equitable Bank 1993 - 1996
BBVA Compass 1991 - 1993
First Western National Bank 1989 - 1991
Skills
Banking, Management, Strategic Planning, Commercial Banking, Enterprise Risk..., Credit Analysis, Change Management, Credit, Marketing Strategy, Public Relations, Risk Management, Finance, Small Business Lending, Corporate Governance, Portfolio Management, Technology, Strategic Vision, Corporate Branding, Financial Analysis, Financial Risk, Mortgage Lending, Retail Banking, Regulatory Compliance, CoNetrix Tandem Software, Loans
Education
Baylor University - Hankamer School of Business 1981 — 1984
BBS, Finance/Accounting
SunGard Financial Systems August 2015 - Present
eBay/PayPal November 2008 - August 2015
Bill Me Later/PayPal January 2005 - November 2008
CheckFree 1990 - 2004
DISC, INC. (NOW PART OF CHECKFREE CORP.) 1990 - 1994
Equitable Bank 1986 - 1990
Skills
Salesforce.com, Salesforce.com..., SFDC, Analytics, SaaS, E-commerce, Product Management, Lead Generation, Vendor Management, Business Intelligence, Sales Operations, CRM, Enterprise Software, Management, Cloud Computing, Leadership
Education
Dickinson College 1982 — 1986
B.S., Mathematics
Holy Name High Scool 1978 — 1982
Fiserv 2007 - Present
CheckFree 1994 - 2007
DISC, Inc. 1991 - 1994
C&S Sovran Bank 1990 - 1991
Equitable Bank 1985 - 1990
FNB of MD 1981 - 1985
Skills
Vendor Management, Electronic Payments, SaaS, Sales Operations, Product Management, Payments, Sales, Management, Enterprise Software, Business Development, Business Analysis, Cash Management, Financial Services, Requirements Analysis, ACH, Business Strategy, Product Development, Treasury Management, Strategy, Strategic Partnerships, Payment Systems, Banking, Product Marketing
Education
Loyola University Maryland 1982 — 1983
MBA, Finance
Towson University 1978 — 1980
Equitable Bank May 2013 - Present
Vast Studios September 2009 - December 2009
Skills
Illustrator, Drawing, Photography, Painting, Traditional Animation, Illustration, Concept Design, Digital Illustration, Storyboarding, Vector Illustration, Digital Painting, Character Animation, Logo Design, Graphic Design, Art Direction, Flash, InDesign, Animation, Graphics, Flash Animation, Web Design, HTML 5, CSS, Watercolor, Dreamweaver, Corel Draw
Education
Ontario College of Art and Design 2007 — 2012
Bachelor of Design, Illustration
art hf
Self Employed June 2014 - Present
M&T Bank October 2001 - June 2014
SunTrust Banks, Inc.and predisessors June 1990 - September 2001
Equitable Bank 1972 - 1989
Skills
Loans, Commercial Banking, Banking, Leadership Development, Team Building, Retail Banking, Credit, Small Business Lending, Team Leadership, Management, Commercial Lending, Retail, Customer Service, Sales Management, Mortgage Lending, Loan Origination, Business Development, Consumer Lending, Risk Management, Mortgage Banking, Credit Risk, Credit Analysis, Cross Selling, Customer Retention, Lines Of Credit, Financial Analysis, Leadership, New Business Development, Relationship Management, Portfolio Management
Education
University of Baltimore 1969 — 1972
Bachelor of Science (B.S.), Business Administration and Management, General
University of Baltimore 1969 — 1972
Equitable Bank 2006 - Present
Tourism Toronto 2004 - 2006
Blue Torpedo 2000 - 2003
National Trust (merged with Scotiabank) 1994 - 2000
American Express 1988 - 1994
York University 1984 - 1988
Skills
Marketing Strategy, Integrated Marketing, Strategic Planning, Marketing, Direct Marketing, Marketing Communications, Media Relations, Digital Marketing, Interactive Marketing, Strategic Communications, Account Management, Corporate Communications, Digital Strategy, New Business Development, Public Relations, Event Planning, Social Media Marketing, Online Advertising, Advertising, Social Media, Market Research, Online Marketing, Event Management, Email Marketing, Strategy, Publishing, Copywriting, Press Releases, B2B, Brand Development, Corporate Branding, Brand Management, Sponsorship, Internal Communications, Management, Strategic Partnerships, B2B Marketing, Relationship Marketing, Lead Generation, Cross-functional Team..., Trade Shows, Marketing Management, Content Strategy, Digital Media, Brand Awareness, Marketing Research, Multi-channel Marketing, Media Planning, Content Development, Business Development
Education
Harvard University
Harvard MIT Public Disputes Program, Program on Negotiation at Harvard Law School
Bawating Collegiat
York University
Hon. BA, Drama Studies, Fine Arts
York University
Bachelore of Fine Arts
Schroder Investment Management, N.A. November 2005 - Present
Astral Securities January 2003 - November 2005
Putnam Investments July 1989 - February 2002
Equitable Bank September 1984 - August 1987
Skills
Equity Research, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Chartered Financial..., Investments, Asset Management, Investment Management, Investment Strategies, Capital Markets, Equity Valuation, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Miami 1980 — 1983
BBA, Business
Equitable Bank 2008 - Present
Interbay Funding 2007 - 2008
Interbay Funding 2007 - 2008
Interbay Funding Corp 2007 - 2008
Skills
Mortgage Lending, Mortgage Underwriting, Underwriting, Banking, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Credit Risk, Financial Analysis, Loans, Mortgage Banking, Real Estate Financing, Residential Mortgages, Refinance, Loan Origination, Mortgage Servicing
Education
Carleton University 1984 — 1986
TD March 2014 - Present
Equitable Bank June 2013 - December 2013
Toyota Canada Inc. December 2012 - May 2013
Toyota Canada Inc. May 2008 - April 2011
RBC Royal Bank May 2006 - April 2008
BMO Financial Group June 2001 - April 2006
Datamatics Global Services July 1999 - May 2001
Skills
Test Management, CMMI Level 5, HP QC, Retail Banking, Automotive, Credit Cards, Credit Risk, Credit Scoring, SDLC, Business Requirements, System Testing, Test Cases, Quality Center, Software Quality..., Test Planning, Quality Assurance, Quality Management, Testing, Team Management, Regression Testing, User Acceptance Testing, Change Management, Test Automation, Software Project..., CRM, Requirements Gathering, Performance Testing, DB2, QTP, Mainframe, Integration, Test Strategy, Agile Methodologies, Waterfall, Oracle, Analysis, Process Improvement, Requirements Analysis, SOA, Resource Management, Websphere, Program Management, Unix, Release Management
Education
Bharathiar University
Master of Engg, Production Engg
Bharathiar University
Bachelor of Engg, Mechanical Engg
Equitable Bank July 1982 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking
Education
Alverno College 2003 — 2006
BA, Marketing Management
Equitable Bank November 2014 - Present
Computershare March 2011 - November 2014
Granite Construction Inspections April 2004 - July 2009
Skills
Project Management, Business Analysis, Microsoft Office, Nonprofits, Team Leadership, Financial Analysis, Project Planning, SQL, Data Analysis, Customer Satisfaction, Databases, Employee Training, Strategic Planning, Team Building, Training, Construction, Vendor Management
Education
University of Colorado Denver
B.S; B.A, International Business; Sociology
The Executive Extra 2011 - Present
Equitable Bank June 2005 - May 2011
United Nebraska Bank 1995 - 2000
Education
University of Colorado Boulder 1999 — 2001
Graduate School of Banking, Banking
Hastings College 1973 — 1977
BA
Cozad Senior High School 1971 — 1973
FHLBanks Office of Finance AnalystFarmer Mac2001 - 2001
LexisNexis 2000 - 2000
Freddie Mac 1995 - 2000
Reliance Insurance 1992 - 1994
State Bank of NSW 1987 - 1989
State Bank of NSW 1987 - 1989
Equitable Bank 1985 - 1986
Education
University of Rochester - Simon Business School 1984 — 1987
Goldsmiths, University of London 1979 — 1982
math
Walter Johnson High School 1978 — 1978
Royal College
M & T Bank March 2011 - Present
MMA Realty Capital, LLC July 2007 - March 2011
Enterprise Community Investment, Inc. 2006 - 2007
SunTrust Bank 2005 - 2006
Bank of America August 1981 - August 2004
Equitable Bank 1981 - 1988
Skills
Loans, Management, Loan Origination, Asset Management, Credit, Real Estate, Asset Managment, Investments, Equities
Education
University of Delaware 1975 — 1979
BSBA, Finance
Maryvale
Equitable Bank April 2013 - Present
Ruch & Associates 2006 - Present
ResMor Trust Company 2010 - March 2013
CIBC 2003 - 2006
Patheon 1998 - 2001
CIBC Wood Gundy Capital 1993 - 1997
A.T. Kearney 1987 - 1992
Skills
Anti Money Laundering..., Legislative Compliance..., Compliance, Corporate Governance, Privacy & data..., Outsourcing, Enterprise Risk..., Risk Assessments, Business Strategy, Change Management, Project Management, Internal Controls, Problem Solving, Business Process..., Relationship Management, Privacy Law, Risk Assessment, Risk Management, Leadership, Finance, Financial Risk, AML, Data Privacy, Program Management, Operational Risk, Management, Mergers & Acquisitions, Financial Services, Due Diligence, Operational Risk..., Financial Regulation, KYC, Securities, Anti Money Laundering
Education
University of Toronto - Rotman School of Management
Directors Education Program
McMaster University
MBA, Finance / Accounting
York University
BA, Economics
Partners, Directors and Officers Exam of Canadian Securities Institute
M&T Bank March 2002 - Present
Loyla Blakefield 2012 - 2013
Provident Bank 2000 - 2001
Provident Bank 2000 - 2001
Warroom Research, Inc. 1999 - 2000
Arthur Andersen 1997 - 2000
Riggs Bank 1996 - 1997
Equitable Bank 1985 - 1989
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Small Business Lending, Financial Modeling, Risk Management, Credit Risk, Mergers & Acquisitions, Finance, Cash Management, Treasury Management, Corporate Finance, Due Diligence, Underwriting, Investments, Asset Based Lending, Restructuring, Valuation, Strategic Planning, Financial Services, Financial Risk
Education
Loyola College in Maryland 1990 — 1993
Master of Business Administration (M.B.A.), Finance
Loyola College in Maryland 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Loyola Blakefield 1977 — 1981
Lynne Shuttleworth Creative Consulting January 2014 - Present
Equitable Bank June 2013 - December 2013
Viva Magazine December 2011 - February 2013
Wunderman December 2010 - May 2011
DRAFTFCB INTERACTIVE February 2010 - November 2010
Digital Cement March 2004 - May 2009
Grey Canada May 2000 - March 2003
Bishop Information Group 1993 - 2000
Skills
Integrated Marketing, Copywriting, Web Content, Digital Strategy, Digital Marketing, Email Marketing, Online Advertising, Content Strategy, Social Media Marketing, Social Media, Direct Mail, SEO copywriting, Editing, Art Direction, Editorial, Public Relations, Web Design, Magazines, Marketing Communications, Interactive Advertising, Proofreading, Copy Editing, Publications, Blogging, Advertising, Storytelling, Marketing
Education
Ryerson University 1900 — 2000
BAA
Ryerson University
Bachelor of Journalism
National Commercial Capital Advisors, LLC (NCCA) October 2009 - Present
Small Business America, LLC March 2009 - September 2009
Sterling Bank September 2005 - January 2009
Valley Bank July 2005 - August 2005
Equitable Bank August 1993 - June 2005
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Mortgages, Portfolio Management, Small Business Lending, Underwriting, Risk Management, Consumer Lending, Construction Loans, Commercial Real Estate, Financial Services, Treasury Management, Mortgage Banking, Real Estate Financing, Residential Mortgages, Refinance, Credit Unions, Loan Modifications, CRM, Mortgage Lending, Banking, Loan Origination, Credit Risk, Asset Based Lending, Financial Structuring, Loan Servicing
Education
Babson College 1965 — 1969
BSBA, Marketing/Finance
BANK OF DELMARVA 2012 - 2013
Bank of the Eastern Shore September 2011 - May 2012
BankAnnapolis (client of Cramer & Associates for 11 years) December 2000 - July 2011
Cramer & Associates January 1989 - 2007
Cramer & associates 1989 - 2007
The Riggs National Bank January 1985 - January 1995
Equitable Bank January 1983 - January 1989
Skills
workouts consumer,..., Commercial Real Estate, Small Business, residential real estate..., workout lending, Bankruptcy, Liquidation, Auctions
Education
Essex Community College and Loyola College
Associate of Arts (AA), business, law, banking
Loyola University Maryland
BA, Bus. Admin., bus, . law
PNC Bank September 2007 - Present
Mercantile Safe Deposit and Trust 1996 - 2007
1st Mariner Bank 2000 - 2004
Household Bank 1990 - 1996
Equitable Bank 1977 - 1990
Skills
Small Business Lending, Treasury Management, Strategic Planning, Banking, Commercial Lending, ACH, Cash Management, Portfolio Management, Credit, Payments, Mergers, Series 7, Investments, Commercial Banking, Financial Analysis, Loans, Internet Banking, Financial Services, Treasury Services, Risk Management, Credit Analysis
Education
Notre Dame of Maryland University 1988 — 1993
BA Business Administration, Finance
Bel Air High School 1973 — 1976
TD August 2015 - Present
Ivey Business School March 2014 - April 2015
Equitable Bank October 2012 - February 2014
RealNet Canada Inc. November 2011 - October 2012
Thorek/Scott and Partners May 2009 - October 2011
Skills
Financial Analysis, Research, Customer Service, Team Leadership, PowerPoint, Teamwork, Time Management, Analysis, Financial Modeling
Education
Ivey Business School at Western University 2014 — 2015
MBA
CSI Global Education Inc. 2011 — 2011
Canadian Securities Course
Queen's University 2007 — 2011
BA (Hons), Economics
Havergal College 1998 — 2007
Equitable Bank December 2014 - Present
Equitable Bank July 2010 - December 2014
HSBC January 2009 - July 2010
Citibank May 2004 - November 2008
Skills
Credit Risk, Credit, Banking, Mortgage Lending, Financial Analysis, Credit Analysis, Loans, Risk Management, Commercial Mortgages, Investments, Mortgage Banking, Refinance
Education
2011 — 2011
Certificate, Financial Management
CSI Global Education 2010 — 2010
Canadian Securities Course
1998 — 2003
Engineering Degree, Statistics
EagleBank December 2009 - December 2012
Chevy Chase Bank April 1994 - October 2009
FIRST AMERICAN BANKSHARES, INC October 1982 - January 1994
First American Bankshares January 1992 - January 1993
First American Bank January 1989 - January 1992
Compensation, Benefits January 1985 - January 1989
First American Bank January 1982 - January 1985
Equitable Bank January 1972 - January 1982
Skills
New Business Development, Performance Management, Employee Relations, Deferred Compensation, Recruiting, Banking, Management, Risk Management, Vendor Management, Strategic Planning, Talent Management, Talent Acquisition, Succession Planning, Technical Recruiting, Benefits Administration, Training, Payroll, Coaching, Onboarding, Leadership Development, Leadership, Financial Services, Applicant Tracking..., Human Resources, Personnel Management, Executive Search, Program Management, Negotiation, Team Building, Mergers & Acquisitions, Credit, Organizational Design, Relationship Management, Organizational..., Executive Management, Budgets, Employee Engagement, HR Consulting, Process Improvement, Change Management, Executive Pay, HRIS, Strategy, Organizational..., Executive Coaching, Workforce Planning, Employee Training, Finance, Temporary Placement, Policy
Education
University of Maryland College Park 1970 — 1973
B.S, Personnel and Labor Relations
Equitable Bank March 2007 - Present
Invis February 2002 - February 2007
SMED International February 1996 - January 2001
CIBC World Markets September 1987 - February 1996
Education
The University of British Columbia 1985 — 1987
MBA, Business
UCL 1979 — 1982
B.Sc (eng), Mechanical Engineering
UCL 1978 — 1981
B. Sc, Mechanical Engineering
Equitable Bank May 2015 - Present
FAB Concepts Inc. November 2010 - May 2015
Travel CUTS November 2001 - October 2009
Skills
Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, G/L Reconciliations, Bank Reconciliation, Cash Flow Analysis, Payroll Processing
Education
Philippine School of Business Administration
Bachelor of Business Administration (B.B.A.), Accounting
FirstMerit Bank August 2010 - Present
Huntington National Bank October 2009 - August 2010
Huntington National Bank February 2002 - October 2009
Bank One, NA (nka J.P.Morgan Chase) November 1994 - February 2002
Bank One, Cleveland January 1990 - November 1994
Equitable Bank March 1989 - December 1989
Equitable Bank N.A. March 1984 - March 1989
Skills
Underwriting, Financial Analysis, Due Diligence, Mergers, Executive Management, Negotiation, LBO, Credit Analysis, Portfolio Management, Commercial Lending, Credit Risk, Asset Based Lending, Financial Modeling, Restructuring, Workout, Commercial Credit, Middle Market, Cash Flow, Structuring, Mezzanine, Credit, Strategic Forecasting, Credit Policy, CRE Appraisal Review, Environmental..., Environmental Review..., Financial Structuring, Mergers & Acquisitions, Risk Management, Commercial Banking, Asset Management, Banking, Small Business Lending, Finance, Capital Markets, Private Banking, Lines Of Credit, Treasury Management, Commercial Mortgages, Loan Origination, Consumer Lending, Structured Finance, Financial Risk, Cash Management, Mortgage Lending, Retail Banking, Corporate Finance, Relationship Management, Investment Banking, Valuation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1976 — 1977
MBA, Finance
University of Pittsburgh 1972 — 1976
BA, Economics
Bank One, NA Continuing Credit Education Program 1993 — 1998
Continuing Credit Education Program
Egypt Farms Inc 1990 - Present
Chicago 1989 - 1990
Equitable Bank 1986 - 1989
Skills
Team Building, Strategic Planning, Project Management, Budgets, Negotiation, New Business Development, Contract Negotiation, Sales Management, Operations Management, Marketing Strategy, Golf Courses, Business Planning, Purchasing, Sales, Business Strategy, Construction Management, Customer Service, Management
Education
Loyola College in Maryland 1987 — 1989
MBA, Business
Hyde County 1997 - 2012
Pungo Christian Academy March 1996 - June 1997
Sterling Bank and Trust Company 1989 - 1996
Frirst American Bank of Maryland 1987 - 1989
Equitable Bank 1985 - 1987
Signet Bank (formerly Union Trust Company of Maryland) 1977 - 1985
Skills
Economic Development, Community Development, Budgets, Policy, Public Policy, Community Outreach, Strategic Planning, Public Speaking, Urban Planning, Leadership, Redevelopment, Fundraising, Nonprofits, Government, Commercial Lending, Private Banking, Zoning, Grants, Middle Market, Grant Writing, Program Management, Public Relations, Non-profits, Land Use Planning
Education
The Johns Hopkins University 1985 — 1988
Master of Administrative Science, Business
Loyola University Maryland 1977 — 1979
Master of Education (M.Ed.), Education
University of North Carolina - Greensboro
Bachelor of Arts (B.A.), English
Equitable Bank January 2006 - Present
Independent Mortgage Brokers Association of Ontario February 2012 - May 2015
Seneca College of Applied Arts and Technology May 2008 - January 2014
Skills
Performance Management, Employee Management, Sales Management, Account Management, Strategic Planning, Business Process, Business Process..., New Business Development, Product Marketing, Product Development, Public Speaking, Sales Presentations, Coaching Staff, College Teaching, Budget Setting, Financial Forecasting, Loans, Mortgage Lending, Underwriting, Residential Mortgages, Credit, Banking, Financial Services, Investments, Negotiation, Management, Investment Properties, Credit Risk, Risk Management, Finance, Credit Analysis, Strategic Financial..., Business Development, Real Estate Financing, Portfolio Management, Relationship Management, Funding, Real Estate, Rates, Mortgage Banking, Commercial Mortgages, Financial Analysis, Financial Risk, Time Management, Small Business, Refinance, Loan Origination, Analysis, Commercial Real Estate
Education
Heriot-Watt University 1998 — 2002
MBA, Business Administration
University of Toronto 1995 — 1998
Bachelor of Arts, Economics
HMSHost May 1994 - Present
Verizon May 1990 - May 1994
Equitable Bank July 1987 - August 1988
Skills
Business Planning, Cross-functional Team..., Strategic Planning, Supply Chain Management, Supply Chain, Purchasing, Budgets, Food Service, Team Building, Food & Beverage, Process Improvement, Contract Negotiation, Business Strategy, Food, Income Statement, Strategy, Negotiation, Management, Inventory Control, Project Planning, Leadership, Business Development, Forecasting, Sales, Sales Operations, Analysis, Pricing, Profit, Customer Satisfaction, Coaching, Restaurants, Procurement, New Business Development
Education
University of Maryland - Robert H. Smith School of Business 1988 — 1990
MBA, Finance & Marketing
James Madison University 1983 — 1987
BBA, Finance & English
Equitable Bank February 2012 - Present
Equitable Bank March 2009 - Present
Wells Fargo Financial September 2008 - February 2009
Home Trust Company October 2004 - August 2008
Wilson Financial Services Ltd (London, UK) October 2002 - September 2004
TD Waterhouse Investor Services Inc. January 2000 - September 2002
Skills
Personal Planning, Mortgage Banking, Mortgage Servicing, Default, Secured Lending, Residential Purchases, Mortgage Planning, Debt Consolidation, Alt-A, CMBS, Work-outs, Term Sheets, Proformas, Mortgage Underwriting, Credit Review, Financial Advice, Mortgage Industry, Consumer Lending, Home Equity, Loan Structuring, Loan Documentation, Commercial Mortgages, Second Mortgages, Stock Trading, Financial Planning, Loan Origination, Loss Mitigation, Compliance Review, Receiverships, Evictions, Mortgage Lending, Property Law, Remortgages, Negotiation, Deal Structure, Credit Risk, Mortgage Law, Banking, Compliance Regulations, Credit, Real Estate Financing, Real Estate, Fixed Rate Mortgages, Certified Mortgage..., Residential Mortgages, Underwriting, Construction Loans, Loans, Financial Advisory, Financial Structuring
Education
The Canadian Institute of Financial Planning
CFP
Canadian Securities Institute (CSI) 2008 — 2010
Canadian Securities Course (CSC)
Seneca College of Applied Arts and Technology 2007 — 2009
Financial Services Underwriting Diploma (Honors)
ifs School of Finance 2002 — 2004
ifs School of Finance, Banking and Financial Management (CeMAP)
Seneca College of Applied Arts and Technology 1998 — 2001
Computer Networking Systems & Technical Support Diploma
Gloucester Economic Development February 1989 - Present
Portsmouth Economic Development September 1985 - January 1989
Equitable Bank May 1983 - February 1985
United Virginia Bank January 1980 - May 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Virginia Commonwealth University 1971 — 1978
B.A in History; Pre-Med; Master's degree in Finance, History, Chemistry & Finance
Randolph-Macon College 1966 — 1968
None, Chemistry
Remedi SeniorCare September 2005 - Present
Quest Diagnostics January 1999 - June 2004
Equitable Bank 1985 - 1991
Skills
Managed Care, Process Improvement, Medicare, Medicaid, Data Entry, Healthcare, Financial Analysis, Software Documentation, Insurance, Call Centers, Due Diligence, Lotus Notes, Leadership, Access
Education
Kaplan University 2008 — 2009
AA Paralegal, Legal, 3.8
Equitable Bank May 2001 - Present
Savings Financial Corporation November 1987 - May 2001
Education
Milwaukee Area Technical College 1983 — 1985
Associate's Degree, Accounting
none Senior CloserGeorge Mason Mortgage LLCDecember 2012 - September 2013
George Mason Mortgage LLC- Cardinal Bank February 2012 - November 2012
NAI Personnel November 2009 - November 2011
Wells Fargo-Aerotek February 2009 - July 2009
Chevy Chase Bank November 2005 - November 2007
Chevy Chase Bank-Sparks Personnel July 2005 - November 2005
Robert Half International January 2004 - December 2004
Equitable Bank February 2001 - March 2003
RWM Title March 1998 - February 2001
Liberty Lending Corporation December 1997 - February 1998
Skills
Excel, Microsoft..., FHA
Education
University of Maryland University College 1990 — 1995
Bachelor's Degree, Finance
Montgomery Blair High School 1982 — 1986
High School, General
Equitable Bank January 2014 - Present
Madison Community Services January 2014 - Present
Equitable Bank June 2010 - January 2014
Skills
Event Management, Account Management, Sales, New Business Development, Sales Management, Marketing Strategy, Contract Negotiation, Business Development, Marketing, Residential Mortgages, Credit, Social Media, Banking, Customer Service, Loans
Education
George Brown College 2008 — 2013
Diploma, Special Events Program
Rosedale Heights School of Arts 1997 — 2001
Equitable Bank 2015 - Present
Skills
CSS, PHP, C#, HTML 5, JavaScript, jQuery, Subversion, Web Development, Java, WordPress
Education
University of Guelph 2003 — 2008
Bachelor of Computing
Equitable Bank
Skills
Banking, Financial Analysis, Customer Service, Sales Management, Loans, Portfolio Management, Commercial Banking
Education
Marquette University 1959 — 1961
Bachelor’s Degree, Business Administration and Management, General
One Choice Mortgage, LLC November 2001 - April 2010
Equitable Bank August 1999 - November 2001
Spectrum Financial November 1998 - August 1999
Equicredit Corporation May 1997 - November 1998
Educators Credit Union August 1993 - September 1998
Skills
Customer Service, Cashiering, Bilingual, Mortgage Lending, Mortgage Underwriting, Youth Mentoring, Loan Origination, Loans
Education
Gateway Technical College 2010 — 2012
Earning Associates Degree, Human Services
Carroll Community Bank April 2015 - Present
The Columbia Bank January 2011 - Present
KBank March 2007 - November 2010
Equitable Bank September 1976 - July 1986
Education
Catonsville Community College
Psychology
Southern High School
First National Financial LP April 2014 - Present
Equitable Bank December 2012 - April 2014
Paradigm Quest February 2011 - June 2012
Xceed Mortgage Corporation March 2004 - January 2011
Skills
Mortgage Lending, Credit, Loans, Mortgage Underwriting, Residential Mortgages, Internal Audit, Training, Management, Credit Risk, Team Building, Coaching, Banking, Refinance, Risk Management, Credit Analysis, Consumer Lending, Mortgage Banking, Debt Consolidation, Underwriting, Mortgage Servicing
Education
Durham College 2012 — 2014
Certificate in Teaching and Training Adults, Adult and Continuing Education
Centennial College
Accounting and Finance
Equitable Bank January 2014 - Present
RBC October 2012 - December 2013
B2B Trust November 2010 - April 2011
M&A Auto December 2008 - November 2010
Skills
Banking, Financial Analysis, Coaching, Customer Service, Forecasting, Investments, Management, Mutual Funds, Portfolio Management, Financial Reporting, Corporate Finance, Finance, Financial Modeling, Strategic Financial..., Leadership
Education
University of Guelph 2008 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Humber College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Finance
CFA level 2 Candidate
Equitable Bank May 2013 - Present
Equitable Bank January 2013 - Present
Deloitte Canada May 2010 - January 2013
Common Collection Agency Inc October 2003 - May 2009
Skills
Accounting, Accounts Receivable, Customer Service, Financial Analysis, Auditing, Banking, Negotiation, Credit Analysis, Accounts Payable, Account Reconciliation, Credit Risk, Payments, Bank Reconciliation, Financial Reporting, Accruals, SAP FI, Finance, fi, Collections, Accounts Payable &..., AMLS, Residential Mortgages, Mortgage Lending
Education
CGA 2013 — 2015
CGA, Level 3
Birchmount Park C.I 1996 — 2000
Ryerson University
Accounting and Finance
Equitable Bank February 2015 - Present
Equitable Bank October 2013 - February 2015
McCordick Glove & Safety (Div., Bunzl Canada Inc.) April 2011 - October 2013
Accu-Link Call Centres Inc. July 2009 - March 2011
Skills
Accounting, Banking, Call Centers, Collections, Credit, Customer Service, Finance, Financial Analysis, Mortgage Lending
Education
University of Guelph 2004 — 2009
Bachelor’s Degree, Management Economics in Industry and Finance