Financial Industry
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Financial Industry Employees
Employee
Years
Job
Industry
Matthew Duncan Matthew Duncan's Financial Industry Experience 2004 - 2007
Job TopGrossing Account Executive ♚ Sales Leader ✦ Trainer ✦ Collaborator
Industry Information Technology and Services
Experience
VeriShip June 2015 - Present
Corporate Strategies by SkillPath April 2011 - June 2015
Corporate Strategies by SkillPath April 2011 - January 2014
Sunlighten 2010 - 2011
Superior Debt 2007 - 2008
Financial Industry 2004 - 2007
Verizon Wireless 2003 - 2004
Gateway Computers and Technology 1999 - 2002
Skills
Leadership, Sales, Training, Account Management, Employee Training, Sales Management, Team Building, Cold Calling, Time Management, Solution Selling, New Business Development, Coaching, B2B, Sales Process, Direct Sales, Sales Operations, Selling, Business Development, Contract Negotiation, Cross-functional Team..., CRM, Customer Satisfaction, Customer Service, Key Account Management, Lead Generation, Management, Networking, Project Management, Salesforce.com, Strategic Planning, Team Leadership
Education
Park University 1998 — 2002
BA Business, Marketing & Management
VeriShip June 2015 - Present
Corporate Strategies by SkillPath April 2011 - June 2015
Corporate Strategies by SkillPath April 2011 - January 2014
Sunlighten 2010 - 2011
Superior Debt 2007 - 2008
Financial Industry 2004 - 2007
Verizon Wireless 2003 - 2004
Gateway Computers and Technology 1999 - 2002
Skills
Leadership, Sales, Training, Account Management, Employee Training, Sales Management, Team Building, Cold Calling, Time Management, Solution Selling, New Business Development, Coaching, B2B, Sales Process, Direct Sales, Sales Operations, Selling, Business Development, Contract Negotiation, Cross-functional Team..., CRM, Customer Satisfaction, Customer Service, Key Account Management, Lead Generation, Management, Networking, Project Management, Salesforce.com, Strategic Planning, Team Leadership
Education
Park University 1998 — 2002
BA Business, Marketing & Management
Lydia Smith's Financial Industry Experience October 2013 - Present
Job Senior Financial Analyst
Industry Real Estate
Experience
Financial Industry October 2013 - Present
Finance Industry August 1990 - Present
Wells Fargo Inc November 2012 - September 2013
Acre M&F Inc July 2007 - January 2012
Sunset October 2000 - July 2007
National Bank of Commerce November 1990 - August 1996
Skills
First Time Home Buyers, FHA, REO, Short Sales, Refinance, Mortgage Lending, VA loans, FHA financing, Mortgage Banking, USDA, Residential Mortgages, Investment Properties, Loan Origination, Real Estate, Investors, Residential Homes, Construction Loans, Real Estate Transactions, HUD, Credit
Education
Union University 2014 — 2015
Master of Business Administration (MBA)
The University of Memphis 2007 — 2012
Bachelor's degree
Christian Brothers University
Bachelor of Business Administration (B.B.A.)
Financial Industry October 2013 - Present
Finance Industry August 1990 - Present
Wells Fargo Inc November 2012 - September 2013
Acre M&F Inc July 2007 - January 2012
Sunset October 2000 - July 2007
National Bank of Commerce November 1990 - August 1996
Skills
First Time Home Buyers, FHA, REO, Short Sales, Refinance, Mortgage Lending, VA loans, FHA financing, Mortgage Banking, USDA, Residential Mortgages, Investment Properties, Loan Origination, Real Estate, Investors, Residential Homes, Construction Loans, Real Estate Transactions, HUD, Credit
Education
Union University 2014 — 2015
Master of Business Administration (MBA)
The University of Memphis 2007 — 2012
Bachelor's degree
Christian Brothers University
Bachelor of Business Administration (B.B.A.)
Brandon Westbrook Brandon Westbrook's Financial Industry Experience January 2012 - Present
Job Senior Vice President at Financial industry
Industry Banking
Experience
Financial industry January 2012 - Present
Raymond James Financial Inc. August 2005 - April 2011
Skills
Portfolio Management, Securities, Investments, Series 7, Fixed Income, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Planning, Valuation, Hedge Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Memphis University School 1989 — 1992
Financial industry January 2012 - Present
Raymond James Financial Inc. August 2005 - April 2011
Skills
Portfolio Management, Securities, Investments, Series 7, Fixed Income, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Planning, Valuation, Hedge Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Accounting and Finance
Memphis University School 1989 — 1992
Dara Nilsson Dara Nilsson's Financial Industry Experience July 2012 - March 2013
Job Disclosures Department Manager at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank March 2015 - Present
HomeStreet Bank April 2014 - February 2015
Mortgage Advisory Group June 2013 - February 2014
Mortgage Advisory Group March 2013 - June 2013
Financial Industry July 2012 - March 2013
Regal Financial Bank February 2008 - February 2010
Washington Mutual Bank April 2006 - December 2007
Washington Mutual Bank September 2003 - March 2006
Washington Mutual Bank November 1992 - August 2003
Skills
Banking, Process Improvement, Financial Analysis, Customer Service, Credit, Loans, Documentation, Mortgage, Commercial Banking, Credit Risk, Compliance, Funding, Underwriting, Call Center, Mortgage Lending, Call Centers, Training, Process Optimization, Home Equity Loans, Commercial Lending, Management, Consumer Lending, Mortgage Banking, Mortgage Underwriting, FHA, Refinance, Software Documentation
Education
Allregs School of Mortgage Compliance 2014 — 2014
Certificate of Completion
Allregs School of Quality Control 2014 — 2014
Certificate of Completion
Central Washington University
Bachelor, Science Business Administration
Cottey College
Cottey College
Cottey College
Cottey College
Cottey College
HomeStreet Bank March 2015 - Present
HomeStreet Bank April 2014 - February 2015
Mortgage Advisory Group June 2013 - February 2014
Mortgage Advisory Group March 2013 - June 2013
Financial Industry July 2012 - March 2013
Regal Financial Bank February 2008 - February 2010
Washington Mutual Bank April 2006 - December 2007
Washington Mutual Bank September 2003 - March 2006
Washington Mutual Bank November 1992 - August 2003
Skills
Banking, Process Improvement, Financial Analysis, Customer Service, Credit, Loans, Documentation, Mortgage, Commercial Banking, Credit Risk, Compliance, Funding, Underwriting, Call Center, Mortgage Lending, Call Centers, Training, Process Optimization, Home Equity Loans, Commercial Lending, Management, Consumer Lending, Mortgage Banking, Mortgage Underwriting, FHA, Refinance, Software Documentation
Education
Allregs School of Mortgage Compliance 2014 — 2014
Certificate of Completion
Allregs School of Quality Control 2014 — 2014
Certificate of Completion
Central Washington University
Bachelor, Science Business Administration
Cottey College
Cottey College
Cottey College
Cottey College
Cottey College
Casey Austin Casey Austin's Financial Industry Experience 2007 - Present
Job VP Strategic Technology Initiatives
Industry Financial Services
Experience
Financial Industry 2007 - Present
Florida Blue September 1995 - April 2007
First Coast Service Options April 2000 - March 2002
Skills
SDLC, Visio, Process Improvement, Leadership, Analysis, Quality Assurance, Management, Requirements Gathering, Databases, Health Insurance, Risk Management, Vendor Management, Project Management, Healthcare, Cross-functional Team..., Business Intelligence, Team Leadership, Crystal Reports, Microsoft SQL Server, SQL
Education
University of Florida 2013 — 2016
Bachelor of Business Administration (BBA)
Florida State College at Jacksonville Florida 2008 — 2012
Associate of Arts (AA), Business Administration, Management and Operations, 3.8
Financial Industry 2007 - Present
Florida Blue September 1995 - April 2007
First Coast Service Options April 2000 - March 2002
Skills
SDLC, Visio, Process Improvement, Leadership, Analysis, Quality Assurance, Management, Requirements Gathering, Databases, Health Insurance, Risk Management, Vendor Management, Project Management, Healthcare, Cross-functional Team..., Business Intelligence, Team Leadership, Crystal Reports, Microsoft SQL Server, SQL
Education
University of Florida 2013 — 2016
Bachelor of Business Administration (BBA)
Florida State College at Jacksonville Florida 2008 — 2012
Associate of Arts (AA), Business Administration, Management and Operations, 3.8
Tony Tamburro's Financial Industry Experience LenderINTRUST Bank2013 - 2014
Job Indirect Consumer Lender at Intrust Bank NA
Industry Banking
Experience
INTRUST Bank 2013 - Present
Financial Industry LenderINTRUST Bank2013 - 2014
Banking Industry 2000 - 2013
Skills
Management, Customer Service, Banking, Credit, Retail Banking
Education
Newman University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Newman University 1999 — 2003
Bachelor of Science (BS), Marketing and Management
INTRUST Bank 2013 - Present
Financial Industry LenderINTRUST Bank2013 - 2014
Banking Industry 2000 - 2013
Skills
Management, Customer Service, Banking, Credit, Retail Banking
Education
Newman University 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Newman University 1999 — 2003
Bachelor of Science (BS), Marketing and Management
Jordan Anderson's Financial Industry Experience October 2013 - Present
Job Investment Associate
Industry Financial Services
Experience
Financial Industry October 2013 - Present
Fisher Investments March 2013 - October 2013
P.F. Chang's China Bistro July 2012 - February 2013
Bailey Gatzert Elementary School April 2012 - June 2012
T-Mobile June 2011 - September 2011
Marine Hills Aquatic Club June 2010 - August 2010
Nike July 2009 - September 2009
Skills
Leadership, Management, Access, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Outlook, Data Mining, Data Analysis, SQL, Public Speaking, Coaching, Sales, Teamwork, Analysis
Education
Seattle University 2008 — 2012
Business Economics, Business Economics, Finance, Accounting, Marketing, Business Ethics, Business Communications
Financial Industry October 2013 - Present
Fisher Investments March 2013 - October 2013
P.F. Chang's China Bistro July 2012 - February 2013
Bailey Gatzert Elementary School April 2012 - June 2012
T-Mobile June 2011 - September 2011
Marine Hills Aquatic Club June 2010 - August 2010
Nike July 2009 - September 2009
Skills
Leadership, Management, Access, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Team Leadership, Outlook, Data Mining, Data Analysis, SQL, Public Speaking, Coaching, Sales, Teamwork, Analysis
Education
Seattle University 2008 — 2012
Business Economics, Business Economics, Finance, Accounting, Marketing, Business Ethics, Business Communications
Marc Weaver Marc Weaver's Financial Industry Experience August 1998 - December 2014
Job Construction/Design Engineer at Lochmuller Group
Industry Civil Engineering
Experience
Lochmuller Group July 2015 - Present
Tropicana Evansville January 2015 - June 2015
Financial industry August 1998 - December 2014
Engineering Consulting Industry May 1977 - August 2008
Skills
Mutual Funds, Wealth Management..., Wealth, Securities, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Financial Advisory, Estate Planning, Portfolio Management, Series 7, Alternative Investments, Investment Management, Asset Management, Series 63, High Net Worth..., Bonds, Uniform Combined State..., Equities, Fixed Income, Finance, ETFs, Private Banking, Wealth Accumulation, IRAs, Financial Planners, Pensions
Education
Kaplan University
CERTIFIED FINANCIAL PLANNER
University of Southern Indiana
Bachelor of Science (BS), Civil Engineering
West Virginia University Institute of Technology
Civil Engineering
Mater Dei High School 1973 — 1977
Lochmuller Group July 2015 - Present
Tropicana Evansville January 2015 - June 2015
Financial industry August 1998 - December 2014
Engineering Consulting Industry May 1977 - August 2008
Skills
Mutual Funds, Wealth Management..., Wealth, Securities, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Financial Advisory, Estate Planning, Portfolio Management, Series 7, Alternative Investments, Investment Management, Asset Management, Series 63, High Net Worth..., Bonds, Uniform Combined State..., Equities, Fixed Income, Finance, ETFs, Private Banking, Wealth Accumulation, IRAs, Financial Planners, Pensions
Education
Kaplan University
CERTIFIED FINANCIAL PLANNER
University of Southern Indiana
Bachelor of Science (BS), Civil Engineering
West Virginia University Institute of Technology
Civil Engineering
Mater Dei High School 1973 — 1977
Tricia Gestring Tricia Gestring's Financial Industry Experience May 2002 - Present
Job Training & Development Leader, Financial Industry
Industry Financial Services
Experience
Financial Industry May 2002 - Present
COUNTRY Financial® November 2000 - May 2002
State Farm November 1996 - November 2000
Skills
Leadership, Management, Training, Employee Training, Process Improvement, Project Management, Software Documentation, E-Learning, Onboarding, Budgets, Organizational..., Coaching, Customer Service, Leadership Development, Performance Management
Education
Xavier University 2010 — 2012
Master's degree, Executive Human Resources Development, GPA: 4.0
Illinois State University 1991 — 1993
Bachelor's of Arts & Science, Fine Arts/Education
Financial Industry May 2002 - Present
COUNTRY Financial® November 2000 - May 2002
State Farm November 1996 - November 2000
Skills
Leadership, Management, Training, Employee Training, Process Improvement, Project Management, Software Documentation, E-Learning, Onboarding, Budgets, Organizational..., Coaching, Customer Service, Leadership Development, Performance Management
Education
Xavier University 2010 — 2012
Master's degree, Executive Human Resources Development, GPA: 4.0
Illinois State University 1991 — 1993
Bachelor's of Arts & Science, Fine Arts/Education
Adam Ringstad's Financial Industry Experience December 2013 - Present
Job Senior Market Research Support Specialist
Industry Financial Services
Experience
Financial industry December 2013 - Present
StoneTec Inc. 2003 - August 2013
Einstein Noah Restaurant Group, Inc. May 2006 - August 2007
Skills
Polished Concrete, History, coaching, volleyball, basketball, Research, Coaching, Time Management, Volleyball, Inventory, Basketball, People Development, Organization
Education
Colorado State University 2007 — 2013
Bachelor's degree, History
Financial industry December 2013 - Present
StoneTec Inc. 2003 - August 2013
Einstein Noah Restaurant Group, Inc. May 2006 - August 2007
Skills
Polished Concrete, History, coaching, volleyball, basketball, Research, Coaching, Time Management, Volleyball, Inventory, Basketball, People Development, Organization
Education
Colorado State University 2007 — 2013
Bachelor's degree, History
JB Anderson's Financial Industry Experience January 1998 - March 2005
Job Green Construction Consultants focuses on modern products & design for homeowners and businesses.
Industry Construction
Experience
Green Construction Consultants (GC2) June 2014 - Present
Blue Brick Renovation & Construction, LLC January 2012 - June 2014
Innertown Development, LLC March 2005 - December 2011
Financial Industry January 1998 - March 2005
Skills
Construction, Management, Custom Homes, Custom Remodeling, Renovation, Project Planning, Strategy, Contractors, Commercial LED, Green Building, Bathrooms, Cabinetry, Residential Homes, LEED, Interior Design, Space planning, Budgets, Space Planning, Strategic Planning, Contract Negotiation
Education
Southern Illinois University, Edwardsville 1995 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Marycrest University 1993 — 1995
Bachelor of Arts (BA), Economics
Granite City High School 1989 — 1993
Green Construction Consultants (GC2) June 2014 - Present
Blue Brick Renovation & Construction, LLC January 2012 - June 2014
Innertown Development, LLC March 2005 - December 2011
Financial Industry January 1998 - March 2005
Skills
Construction, Management, Custom Homes, Custom Remodeling, Renovation, Project Planning, Strategy, Contractors, Commercial LED, Green Building, Bathrooms, Cabinetry, Residential Homes, LEED, Interior Design, Space planning, Budgets, Space Planning, Strategic Planning, Contract Negotiation
Education
Southern Illinois University, Edwardsville 1995 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Marycrest University 1993 — 1995
Bachelor of Arts (BA), Economics
Granite City High School 1989 — 1993
Shanitra Kennedy Shanitra Kennedy's Financial Industry Experience November 2013 - Present
Job CEO and Founder of Dancing in the Reign Dance Company
Industry Performing Arts
Experience
Wayne State University Office ManagerLegacy of LoveAugust 2014 - Present
Financial industry November 2013 - Present
Dancing in the Reign July 2011 - Present
Skills
Microsoft Office, Customer Service, Event Planning, Management, Social Media, Social Networking, PowerPoint, Nonprofits, Leadership
Education
Baker College of Allen Park
Wayne County Community College District
Wayne State University Office ManagerLegacy of LoveAugust 2014 - Present
Financial industry November 2013 - Present
Dancing in the Reign July 2011 - Present
Skills
Microsoft Office, Customer Service, Event Planning, Management, Social Media, Social Networking, PowerPoint, Nonprofits, Leadership
Education
Baker College of Allen Park
Wayne County Community College District
Ken Rempell Ken Rempell's Financial Industry Experience 1973 - 1987
Job Attorney: Family Law, Collaboration and Mediation
Industry Law Practice
Experience
Law Offices of Kenneth F. Rempell January 2008 - Present
Cutolo Mandel 2014 - Present
Software start-up 1999 - 2001
CSC 1996 - 1999
Pres./Owner Small Manufacturing Company 1987 - 1993
Financial Industry 1973 - 1987
Skills
Family Law, Collaborative Law, Financial Analysis, Collaborative Divorce, Mediation, Courts, Litigation, Trials, Appeals
Education
Columbia University - Columbia Business School 1972 — 1973
M.B.A., Finance, Accounting
Brooklyn Law School
J.D.
Law Offices of Kenneth F. Rempell January 2008 - Present
Cutolo Mandel 2014 - Present
Software start-up 1999 - 2001
CSC 1996 - 1999
Pres./Owner Small Manufacturing Company 1987 - 1993
Financial Industry 1973 - 1987
Skills
Family Law, Collaborative Law, Financial Analysis, Collaborative Divorce, Mediation, Courts, Litigation, Trials, Appeals
Education
Columbia University - Columbia Business School 1972 — 1973
M.B.A., Finance, Accounting
Brooklyn Law School
J.D.
Jerrod Phillips Jerrod Phillips's Financial Industry Experience June 2013 - Present
Job Branch Manager
Industry Banking
Experience
Financial industry June 2013 - Present
Library of Congress Federal Credit Union December 2012 - March 2013
Congressional Federal Credit Union January 2011 - December 2012
Communication Access Network of America, Inc August 2003 - June 2008
Kinetic Federal Credit Union January 2000 - January 2003
Skills
Banking, Microsoft Excel, Finance, Business Development, ADP Payroll, Accounts Receivable, Accounts Payable, Human Resources, Administrative..., Financial Statements, Windows, Investments, Internet Banking, Sales, Budgets, Credit, Payroll, Leadership, Customer Service, General Ledger, Financial Analysis, Accounting, Credit Unions, Analysis
Education
Columbus State University 1995 — 2000
BACHELOR, BUSINESS ADMINISTRATION; Finance
Financial industry June 2013 - Present
Library of Congress Federal Credit Union December 2012 - March 2013
Congressional Federal Credit Union January 2011 - December 2012
Communication Access Network of America, Inc August 2003 - June 2008
Kinetic Federal Credit Union January 2000 - January 2003
Skills
Banking, Microsoft Excel, Finance, Business Development, ADP Payroll, Accounts Receivable, Accounts Payable, Human Resources, Administrative..., Financial Statements, Windows, Investments, Internet Banking, Sales, Budgets, Credit, Payroll, Leadership, Customer Service, General Ledger, Financial Analysis, Accounting, Credit Unions, Analysis
Education
Columbus State University 1995 — 2000
BACHELOR, BUSINESS ADMINISTRATION; Finance
Mark Bean Mark Bean's Financial Industry Experience October 2005 - May 2006
Job Vice President, Market Practice Management Development Manager for Greater Texas Market
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
Bonhams 2015 - 2015
Bonhams 2015 - 2015
Merrill Lynch June 2006 - March 2013
Financial Industry October 2005 - May 2006
Dow Jones & Company, Inc. June 1998 - September 2005
Coconut Beach January 1998 - December 2004
Skills
Entrepreneurship, Business Analysis, Project Management, Capital Markets, Product Management, Financial Analysis, Finance, Strategy, Business Development, Networking, Management, Valuation, Marketing, Cross-functional Team..., Private Equity, Analysis, Portfolio Management, Project Planning, Leadership, Investments, Financial Services, Equities, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management and Organizational Behavior
Rider University 2000 — 2004
Bachelor of Science in Business Administration, Computer Information Systems, Summa Cum Laude, GPA 3.8
Rutgers University-New Brunswick 1995 — 1998
Computer Engineering
Merrill Lynch March 2013 - Present
Bonhams 2015 - 2015
Bonhams 2015 - 2015
Merrill Lynch June 2006 - March 2013
Financial Industry October 2005 - May 2006
Dow Jones & Company, Inc. June 1998 - September 2005
Coconut Beach January 1998 - December 2004
Skills
Entrepreneurship, Business Analysis, Project Management, Capital Markets, Product Management, Financial Analysis, Finance, Strategy, Business Development, Networking, Management, Valuation, Marketing, Cross-functional Team..., Private Equity, Analysis, Portfolio Management, Project Planning, Leadership, Investments, Financial Services, Equities, Fixed Income, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Management and Organizational Behavior
Rider University 2000 — 2004
Bachelor of Science in Business Administration, Computer Information Systems, Summa Cum Laude, GPA 3.8
Rutgers University-New Brunswick 1995 — 1998
Computer Engineering
Brian Speidel Brian Speidel's Financial Industry Experience September 1979 - November 1994
Job BusinesstoBusiness Sales Professional
Industry Professional Training & Coaching
Experience
Maritz Research August 2010 - Present
Dignity Memorial Funeral Homes April 2011 - December 2011
Glassford HVAC August 2009 - April 2011
General Physics Corporation September 2003 - July 2009
Commercial Vehicle Sales January 1995 - August 2003
Financial Industry September 1979 - November 1994
Skills
Training Delivery, Leadership Development, Organizational..., Coaching, New Business Development, Outside Sales
Education
St. Ambrose University 1981 — 1988
Bachelors, Business Administration, 3.66 GPA
Maritz Research August 2010 - Present
Dignity Memorial Funeral Homes April 2011 - December 2011
Glassford HVAC August 2009 - April 2011
General Physics Corporation September 2003 - July 2009
Commercial Vehicle Sales January 1995 - August 2003
Financial Industry September 1979 - November 1994
Skills
Training Delivery, Leadership Development, Organizational..., Coaching, New Business Development, Outside Sales
Education
St. Ambrose University 1981 — 1988
Bachelors, Business Administration, 3.66 GPA
Karyn Davis Karyn Davis's Financial Industry Experience September 2013 - Present
Job Quality Assurance Analyst Financial Industry
Industry Information Technology and Services
Experience
Financial Industry September 2013 - Present
Junior Achievement of Central Ohio 2013 - Present
IGS Energy January 2013 - August 2013
Nationwide Insurance September 2011 - December 2012
Honda of America Mfg., Inc. June 2009 - July 2011
Compuware August 1997 - May 2009
JPMorgan Chase 2004 - 2008
Skills
SDLC, Quality Assurance, Requirements Analysis, Visio, Business Analysis, Test Planning, Process Improvement, Requirements Gathering, Software Project..., Quality Center, SQL, Vendor Management, Business Requirements, Microsoft SQL Server, Testing, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, HP Quality Center
Education
Devry University 2000 — 2002
BS, Computer Information Technology
The Ohio State University
BS, Economics
Financial Industry September 2013 - Present
Junior Achievement of Central Ohio 2013 - Present
IGS Energy January 2013 - August 2013
Nationwide Insurance September 2011 - December 2012
Honda of America Mfg., Inc. June 2009 - July 2011
Compuware August 1997 - May 2009
JPMorgan Chase 2004 - 2008
Skills
SDLC, Quality Assurance, Requirements Analysis, Visio, Business Analysis, Test Planning, Process Improvement, Requirements Gathering, Software Project..., Quality Center, SQL, Vendor Management, Business Requirements, Microsoft SQL Server, Testing, User Acceptance Testing, Agile Methodologies, System Testing, Regression Testing, HP Quality Center
Education
Devry University 2000 — 2002
BS, Computer Information Technology
The Ohio State University
BS, Economics
Chris Washington Chris Washington's Financial Industry Experience August 2014 - Present
Job Proven Leadership and Systems Refinement
Industry Management Consulting
Experience
Financial Industry August 2014 - Present
US Army June 2011 - March 2014
United States Army November 2010 - June 2011
United States Army July 2004 - April 2010
Health Promotion Programs & Initiatives December 2003 - June 2004
Skills
Leadership, Team Building, Management of small..., Relational Databases, Organizational..., Program Management, Behavioral Targeting, Negotiation, Public Relations, Intelligence Analysis, Intelligence, Army, Force Protection, HUMINT, Security Clearance, Counterterrorism, Military, Military Operations, Physical Security, Protection, National Security, Command, Security Management, Government Contracting, Top Secret, Intelligence Community, Afghanistan, Military Experience, Homeland Security, Security, Intelligence Operations, Operational Planning, Defense, Interrogation, Military Decision..., Counterintelligence, Analysis, Special Operations, Government, Active Top Secret..., Personnel Security, Resilience, Tactics, Military Training, Weapons, Training, Counterinsurgency, Combat, Emergency Management
Education
Florida State University 1998 — 2003
Bachelor of Science (B.S.), Political Science
Defense Language Institute 2005 — 2006
Modern Standard Arabic
Excelsior College 2008 — 2008
Bachelor of Science (B.S.), 3.12
American Public University System 2012 — 2015
Masters, International Relations -- Conflict Resolution
Financial Industry August 2014 - Present
US Army June 2011 - March 2014
United States Army November 2010 - June 2011
United States Army July 2004 - April 2010
Health Promotion Programs & Initiatives December 2003 - June 2004
Skills
Leadership, Team Building, Management of small..., Relational Databases, Organizational..., Program Management, Behavioral Targeting, Negotiation, Public Relations, Intelligence Analysis, Intelligence, Army, Force Protection, HUMINT, Security Clearance, Counterterrorism, Military, Military Operations, Physical Security, Protection, National Security, Command, Security Management, Government Contracting, Top Secret, Intelligence Community, Afghanistan, Military Experience, Homeland Security, Security, Intelligence Operations, Operational Planning, Defense, Interrogation, Military Decision..., Counterintelligence, Analysis, Special Operations, Government, Active Top Secret..., Personnel Security, Resilience, Tactics, Military Training, Weapons, Training, Counterinsurgency, Combat, Emergency Management
Education
Florida State University 1998 — 2003
Bachelor of Science (B.S.), Political Science
Defense Language Institute 2005 — 2006
Modern Standard Arabic
Excelsior College 2008 — 2008
Bachelor of Science (B.S.), 3.12
American Public University System 2012 — 2015
Masters, International Relations -- Conflict Resolution
Nilton Porto's Financial Industry Experience 1998 - 2010
Job Assistant Professor, URI
Industry Research
Experience
University of Rhode Island August 2014 - Present
University of Wisconsin-Madison June 2012 - August 2014
UW-Madison Center for Financial Security August 2010 - August 2014
University of Wisconsin-Madison 2010 - 2013
Financial industry 1998 - 2010
Skills
SPSS, Statistics, Stata, Policy Analysis, Program Evaluation, LaTeX, Research, Quantitative Research, Teaching, Qualitative Research, @Risk, Consumer Behaviour, Economics, Survey Design, Data Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Doctor of Philosophy (Ph.D.), Consumer Sciences
Case Western Reserve University 1996 — 1998
Master of Business Administration (M.B.A.), Finance, International Management
PUC-RS 1990 — 1995
Bachelor of Laws (LL.B.), Law
University of Rhode Island August 2014 - Present
University of Wisconsin-Madison June 2012 - August 2014
UW-Madison Center for Financial Security August 2010 - August 2014
University of Wisconsin-Madison 2010 - 2013
Financial industry 1998 - 2010
Skills
SPSS, Statistics, Stata, Policy Analysis, Program Evaluation, LaTeX, Research, Quantitative Research, Teaching, Qualitative Research, @Risk, Consumer Behaviour, Economics, Survey Design, Data Analysis
Education
University of Wisconsin-Madison 2010 — 2014
Doctor of Philosophy (Ph.D.), Consumer Sciences
Case Western Reserve University 1996 — 1998
Master of Business Administration (M.B.A.), Finance, International Management
PUC-RS 1990 — 1995
Bachelor of Laws (LL.B.), Law
Kimberly Thomas, MBA Kimberly Thomas, MBA's Financial Industry Experience October 2007 - Present
Job Check Payment Clerk at Financial Industry
Industry Banking
Experience
Financial Industry October 2007 - Present
Southeast Arkansas Healthcare March 2006 - March 2007
Arkansas Public Schools April 2004 - March 2006
Skills
Banking, Business Analysis, Management, Finance, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Retail Banking, Accounts Payable, Closing Entries, Journal Entries, General Ledger, Teller Operations, Business Strategy, Commercial Banking, Financial Reporting
Education
University of Phoenix 2004 — 2006
Masters in Business Administration, Business, Graduate
University of Arkansas at Pine Bluff 1994 — 1998
Bachelor of Science (B.S.), Business Finance, Undergraduate
University of Phoenix
Master of Business Administration (MBA)
Financial Industry October 2007 - Present
Southeast Arkansas Healthcare March 2006 - March 2007
Arkansas Public Schools April 2004 - March 2006
Skills
Banking, Business Analysis, Management, Finance, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Retail Banking, Accounts Payable, Closing Entries, Journal Entries, General Ledger, Teller Operations, Business Strategy, Commercial Banking, Financial Reporting
Education
University of Phoenix 2004 — 2006
Masters in Business Administration, Business, Graduate
University of Arkansas at Pine Bluff 1994 — 1998
Bachelor of Science (B.S.), Business Finance, Undergraduate
University of Phoenix
Master of Business Administration (MBA)
Gary J. Helbling's Financial Industry Experience January 1995 - January 2001
Job Senior Director of Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2001 - July 2014
Financial Advisor January 1994 - June 2014
Financial Industry January 1995 - January 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Insurance, Tax‐Efficient Strategies, Retirement, Estate Investment..., Fixed Income Strategies, Wealth‐Preservation..., Wealth Management...
Education
Quinnipiac University - School of Business 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.8
Oppenheimer & Co. Inc. September 2014 - Present
Wells Fargo Advisors, LLC January 2001 - July 2014
Financial Advisor January 1994 - June 2014
Financial Industry January 1995 - January 2001
Skills
Investments, Securities, Financial Services, Asset Allocation, Insurance, Tax‐Efficient Strategies, Retirement, Estate Investment..., Fixed Income Strategies, Wealth‐Preservation..., Wealth Management...
Education
Quinnipiac University - School of Business 1989 — 1994
Bachelor of Applied Science (B.A.Sc.), Finance and Economics, 3.8
Kris-Ann Carduff's Financial Industry Experience February 1991 - July 2000
Job I help mortgage lenders grow their business and close more loans.
Industry Banking
Experience
Quicken Loans June 2009 - Present
Quicken Loans June 2009 - Present
Yare Group January 2009 - June 2010
Taylor, Bean & Whitaker November 2005 - January 2009
ABN AMRO 2000 - October 2005
ABN AMRO 2000 - 2005
Financial Industry February 1991 - July 2000
Skills
Marketing Copy, Magazines, Public Relations, Leadership, Public Speaking, Training, Email Marketing, Marketing Communications, Copywriting, Social Media Marketing, Digital Marketing, B2B, Online Advertising, Marketing Strategy, Advertising, Marketing Management, Marketing
Education
Leadership Excellence Program 2003 — 2005
W-Unlimited Managment Training & Networking
Second City - Detroit Training Center 2001 — 2003
Improvisation, comedy writing
The University of Kansas 1987 — 1991
BS, Journalism/Advertising & PR sequence
Quicken Loans June 2009 - Present
Quicken Loans June 2009 - Present
Yare Group January 2009 - June 2010
Taylor, Bean & Whitaker November 2005 - January 2009
ABN AMRO 2000 - October 2005
ABN AMRO 2000 - 2005
Financial Industry February 1991 - July 2000
Skills
Marketing Copy, Magazines, Public Relations, Leadership, Public Speaking, Training, Email Marketing, Marketing Communications, Copywriting, Social Media Marketing, Digital Marketing, B2B, Online Advertising, Marketing Strategy, Advertising, Marketing Management, Marketing
Education
Leadership Excellence Program 2003 — 2005
W-Unlimited Managment Training & Networking
Second City - Detroit Training Center 2001 — 2003
Improvisation, comedy writing
The University of Kansas 1987 — 1991
BS, Journalism/Advertising & PR sequence
Jennifer Sarantakis Jennifer Sarantakis's Financial Industry Experience August 1995 - September 2001
Job Jennifer Sarantakis, Inc.
Industry Design
Experience
Jennifer Sarantakis, Inc. January 2001 - Present
Financial Industry August 1995 - September 2001
Skills
Furniture, Interior Design, Recruiting, Sales, AutoCAD, Construction Management, Construction, Budgets, Residential Homes, Management, Purchasing, Interior Architecture
Education
San Diego State University-California State University 1991 — 1992
Graphic Design
Jennifer Sarantakis, Inc. January 2001 - Present
Financial Industry August 1995 - September 2001
Skills
Furniture, Interior Design, Recruiting, Sales, AutoCAD, Construction Management, Construction, Budgets, Residential Homes, Management, Purchasing, Interior Architecture
Education
San Diego State University-California State University 1991 — 1992
Graphic Design
Randall Cockreham Randall Cockreham's Financial Industry Experience August 2013 - Present
Job Training and Learning Professional
Industry Professional Training & Coaching
Experience
Financial Industry August 2013 - Present
Western Union September 2011 - December 2012
Western Union March 2005 - August 2011
Intellinex, Ernst & Young July 2000 - March 2005
Kroger January 1998 - June 2000
Skills
Microsoft Office, Training, Instructional Design, Instructional Manuals, Instructional..., Instructional Skills, Learning Management, Learning Management..., Learning Content..., Rapid Development, Adobe Design Programs, Text Editing, Training Delivery, Organizational..., Performance Management, Talent Management, Employee Engagement, E-Learning, ADDIE, Captivate, SCORM, Technical Training, Instructor-led Training, Lectora, Program Management, SnagIt, Camtasia
Education
Colorado Christian University
Bachelor of Science (B.S.)
Financial Industry August 2013 - Present
Western Union September 2011 - December 2012
Western Union March 2005 - August 2011
Intellinex, Ernst & Young July 2000 - March 2005
Kroger January 1998 - June 2000
Skills
Microsoft Office, Training, Instructional Design, Instructional Manuals, Instructional..., Instructional Skills, Learning Management, Learning Management..., Learning Content..., Rapid Development, Adobe Design Programs, Text Editing, Training Delivery, Organizational..., Performance Management, Talent Management, Employee Engagement, E-Learning, ADDIE, Captivate, SCORM, Technical Training, Instructor-led Training, Lectora, Program Management, SnagIt, Camtasia
Education
Colorado Christian University
Bachelor of Science (B.S.)
Lee Young's Financial Industry Experience August 2012 - March 2013
Job Big Data Solutions Architect at zData Inc.
Industry Information Technology and Services
Experience
zData Inc. March 2015 - Present
WellCare Health Plans April 2014 - February 2015
Independent Contractor March 2013 - February 2014
Financial Industry August 2012 - March 2013
Advertising Industry October 2010 - August 2012
Online Advertising Industry July 2009 - January 2011
Allegro Development May 2008 - January 2009
DEMDACO April 2007 - April 2008
K2b October 2006 - April 2007
SunGard March 2006 - July 2006
Skills
Business Intelligence, Database Design, Windows Server, SQL, Data Warehousing, Databases, Data Quality, Oracle, Microsoft SQL Server, Greenplum, Enterprise Architecture, Security, Quality Assurance, MySQL, Unix
Education
University of Kansas 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
zData Inc. March 2015 - Present
WellCare Health Plans April 2014 - February 2015
Independent Contractor March 2013 - February 2014
Financial Industry August 2012 - March 2013
Advertising Industry October 2010 - August 2012
Online Advertising Industry July 2009 - January 2011
Allegro Development May 2008 - January 2009
DEMDACO April 2007 - April 2008
K2b October 2006 - April 2007
SunGard March 2006 - July 2006
Skills
Business Intelligence, Database Design, Windows Server, SQL, Data Warehousing, Databases, Data Quality, Oracle, Microsoft SQL Server, Greenplum, Enterprise Architecture, Security, Quality Assurance, MySQL, Unix
Education
University of Kansas 1991 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Stephanie Latarewicz, SPHR/SHRM-SCP Stephanie Latarewicz, SPHR/SHRM-SCP's Financial Industry Experience August 2014 - Present
Job Sr. HR Generalist at Financial Industry
Industry Human Resources
Experience
Financial Industry August 2014 - Present
TIC Gums October 2012 - August 2014
Apex Tool Group, LLC January 2010 - November 2012
Baltimore Aircoil Company March 2008 - June 2010
The Baltimore Sun 2004 - 2008
Skills
Employee Relations, Labor Relations, Benefits Administration, HRIS, Recruiting, Performance Management, Talent Management, Employee Benefits, Employee Engagement, Human Resources, Employment Law, Process Improvement, Deferred Compensation, Change Management, Organizational..., Onboarding, Talent Acquisition, Personnel Management, Team Building
Education
University of Baltimore 2005 — 2009
Masters, Nego & Conflict Mgmt
Rollins College 2000 — 2003
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Financial Industry August 2014 - Present
TIC Gums October 2012 - August 2014
Apex Tool Group, LLC January 2010 - November 2012
Baltimore Aircoil Company March 2008 - June 2010
The Baltimore Sun 2004 - 2008
Skills
Employee Relations, Labor Relations, Benefits Administration, HRIS, Recruiting, Performance Management, Talent Management, Employee Benefits, Employee Engagement, Human Resources, Employment Law, Process Improvement, Deferred Compensation, Change Management, Organizational..., Onboarding, Talent Acquisition, Personnel Management, Team Building
Education
University of Baltimore 2005 — 2009
Masters, Nego & Conflict Mgmt
Rollins College 2000 — 2003
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
JaNelle Chang JaNelle Chang's Financial Industry Experience April 2009 - Present
Job Project Manager at HireStrategy
Industry Financial Services
Experience
Navigant/HireStrategy June 2014 - Present
Financial Industry April 2009 - Present
Cognitive Options Group, LLC March 2014 - June 2014
Cognitive Options Group, LLC March 2013 - June 2014
SolomonEdwardsGroup January 2012 - January 2013
Imprimis Group April 2009 - November 2010
New Frontier Bank August 2001 - April 2009
Premier Real Estate Brokerage 2004 - January 2009
Skills
Banking, Performance Management, Project Management, Risk Management, Customer Service, Mortgage Lending, Financial Analysis, Microsoft Excel, Team Building, Access, Financial Risk, Public Speaking, Budgets, Social Media, Marketing Communications, Loan Origination, Negotiation, Temporary Staffing, Loans, Credit Analysis, Government Liasioning, FHA, VA, FNMA, FHLMC, Due Diligence, Loan Modifications, Loan Auditing, Loan Documents, Investigation, Credit, Finance, Financial Services, Credit Risk, Underwriting, Management
Education
University of Northern Colorado
BA, Psychology
Center for Financial Training Western States
various banking compliance courses
Kaplan Professional Schools (formerly Jones College)
Licensure, Colorado Real Estate
Metavante Regulatory Services
Fundamental Deposit & Operations Compliance
Rockhurst University Continuing Education Center
Coach, Mentor & Team-Building
Navigant/HireStrategy June 2014 - Present
Financial Industry April 2009 - Present
Cognitive Options Group, LLC March 2014 - June 2014
Cognitive Options Group, LLC March 2013 - June 2014
SolomonEdwardsGroup January 2012 - January 2013
Imprimis Group April 2009 - November 2010
New Frontier Bank August 2001 - April 2009
Premier Real Estate Brokerage 2004 - January 2009
Skills
Banking, Performance Management, Project Management, Risk Management, Customer Service, Mortgage Lending, Financial Analysis, Microsoft Excel, Team Building, Access, Financial Risk, Public Speaking, Budgets, Social Media, Marketing Communications, Loan Origination, Negotiation, Temporary Staffing, Loans, Credit Analysis, Government Liasioning, FHA, VA, FNMA, FHLMC, Due Diligence, Loan Modifications, Loan Auditing, Loan Documents, Investigation, Credit, Finance, Financial Services, Credit Risk, Underwriting, Management
Education
University of Northern Colorado
BA, Psychology
Center for Financial Training Western States
various banking compliance courses
Kaplan Professional Schools (formerly Jones College)
Licensure, Colorado Real Estate
Metavante Regulatory Services
Fundamental Deposit & Operations Compliance
Rockhurst University Continuing Education Center
Coach, Mentor & Team-Building
ASHLEY MORGAN ASHLEY MORGAN's Financial Industry Experience May 2012 - Present
Job Chief Financial Officer (CFO)
Industry Automotive
Experience
Financial industry May 2012 - Present
Window Masters February 2007 - November 2010
ADT May 2006 - January 2008
Pinedale Residential Center April 2004 - May 2006
Skills
Sales, Treasurer, Finance Officer, New Business Development, Credit Management, Investment Strategies, Cash Management, Risk Management, Management, Budgets, Finance, Purchasing, Business Strategy, Program Management, Strategy, Contract Negotiation, Account Management, Strategic Planning, Sales Management, Marketing, Leadership, Customer Service, Team Building
Education
Midlands Technical College 2003 — 2009
Associate's degree, Accounting and Business/Management Criminal Justice and Psychology
John F Kennedy 2001 — 2003
Financial industry May 2012 - Present
Window Masters February 2007 - November 2010
ADT May 2006 - January 2008
Pinedale Residential Center April 2004 - May 2006
Skills
Sales, Treasurer, Finance Officer, New Business Development, Credit Management, Investment Strategies, Cash Management, Risk Management, Management, Budgets, Finance, Purchasing, Business Strategy, Program Management, Strategy, Contract Negotiation, Account Management, Strategic Planning, Sales Management, Marketing, Leadership, Customer Service, Team Building
Education
Midlands Technical College 2003 — 2009
Associate's degree, Accounting and Business/Management Criminal Justice and Psychology
John F Kennedy 2001 — 2003
Chris Clinton Chris Clinton's Financial Industry Experience May 2012 - Present
Job Vice President, Premier Banker
Industry Financial Services
Experience
Financial Industry May 2012 - Present
Wells Fargo 2008 - May 2012
Merrill Lynch 2005 - 2007
S.W. BACH 2003 - 2005
Leading Produce Companies 1991 - 2003
Skills
Banking, Business Development, Sales, Sales Management, Series 7, Financial Services, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Management, Financial Analysis, Finance, Wealth Management
Education
Drake University 1986 — 1990
Bachelor of Arts, Business, Advertising, Marketing
Financial Industry May 2012 - Present
Wells Fargo 2008 - May 2012
Merrill Lynch 2005 - 2007
S.W. BACH 2003 - 2005
Leading Produce Companies 1991 - 2003
Skills
Banking, Business Development, Sales, Sales Management, Series 7, Financial Services, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Management, Financial Analysis, Finance, Wealth Management
Education
Drake University 1986 — 1990
Bachelor of Arts, Business, Advertising, Marketing
Kirti Patel Kirti Patel's Financial Industry Experience October 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial industry October 2012 - Present
The Office of the Comptroller, Commonwealth of Mass. October 2012 - Present
State Street 2010 - 2011
State Street 2000 - 2010
State Street 1993 - 2000
State Street 1991 - 1993
State Street 1987 - 1990
State Street 1985 - 1986
State Street 1981 - 1984
Skills
Client Service, Operations, Operations Management, Fund Accounting, Financial Reporting, Defined contribution..., Defined Benefit Plans, Internal Audit, Process Improvement, SAS70, Sarbanes Oxley, Coaching & Mentoring, Talent Development, Internal Controls, IFRS, Client Relationship..., Creative Problem Solving, Cost Control, Risk Management, Risk Assessment, Attention To Detail, Able To Multi-task, Regulatory Reporting, Buisness Continuity..., Financial Accounting, Mutual Funds, Mentoring, Defined Contribution, Result Oriented, Interpersonal Skill, Negotiation, Organizational..., Analysis, Multicultural..., Eager to learn new..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, CRM, Accounting, Portfolio Management, Equities, Securities Lending, Fund Administration, Corporate Actions, Relationship Management, Bloomberg, Management
Education
Gujarat University
Bachelor of Science
The Action for Boston Community Development Inc. 1981 — 1982
Multilingual Accounting
Financial industry October 2012 - Present
The Office of the Comptroller, Commonwealth of Mass. October 2012 - Present
State Street 2010 - 2011
State Street 2000 - 2010
State Street 1993 - 2000
State Street 1991 - 1993
State Street 1987 - 1990
State Street 1985 - 1986
State Street 1981 - 1984
Skills
Client Service, Operations, Operations Management, Fund Accounting, Financial Reporting, Defined contribution..., Defined Benefit Plans, Internal Audit, Process Improvement, SAS70, Sarbanes Oxley, Coaching & Mentoring, Talent Development, Internal Controls, IFRS, Client Relationship..., Creative Problem Solving, Cost Control, Risk Management, Risk Assessment, Attention To Detail, Able To Multi-task, Regulatory Reporting, Buisness Continuity..., Financial Accounting, Mutual Funds, Mentoring, Defined Contribution, Result Oriented, Interpersonal Skill, Negotiation, Organizational..., Analysis, Multicultural..., Eager to learn new..., Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Financial Services, CRM, Accounting, Portfolio Management, Equities, Securities Lending, Fund Administration, Corporate Actions, Relationship Management, Bloomberg, Management
Education
Gujarat University
Bachelor of Science
The Action for Boston Community Development Inc. 1981 — 1982
Multilingual Accounting
Linn-Kin Yeoh CA, CMA, CISA, CRISC Linn-Kin Yeoh CA, CMA, CISA, CRISC's Financial Industry Experience February 2014 - Present
Job Operational Risk Management
Industry Financial Services
Experience
Financial industry February 2014 - Present
M.Y. Professional Accountants September 2012 - Present
Linn Kin Yeoh May 2012 - September 2012
HSBC Bank Canada 2007 - May 2012
HSBC Bank Canada September 2002 - September 2007
Westpac Banking Group New Zealand January 1994 - May 2002
ANZ Bank January 1987 - September 1994
Skills
Project Management, Financial Risk, Internal Audit, Compliance, Business Continuity..., Information Security, Operational Risk...
Education
University of Luton 1980 — 1981
CMA, Management Accounting
Financial industry February 2014 - Present
M.Y. Professional Accountants September 2012 - Present
Linn Kin Yeoh May 2012 - September 2012
HSBC Bank Canada 2007 - May 2012
HSBC Bank Canada September 2002 - September 2007
Westpac Banking Group New Zealand January 1994 - May 2002
ANZ Bank January 1987 - September 1994
Skills
Project Management, Financial Risk, Internal Audit, Compliance, Business Continuity..., Information Security, Operational Risk...
Education
University of Luton 1980 — 1981
CMA, Management Accounting
John T. Brennan's Financial Industry Experience September 1986 - March 1998
Job District Manager at Janssen Pharmaceuticals
Industry Pharmaceuticals
Experience
Janssen Pharmaceuticals July 2012 - Present
Merck and Co. September 2009 - December 2011
Schering-Plough Pharmaceuticals June 1998 - September 2009
Schering-Plough Pharmaceuticals March 2004 - July 2005
Schering-Plough Pharmaceuticals June 1998 - March 2004
Financial industry September 1986 - March 1998
Skills
Sales Management, Organizational..., Leadership Development, Product Launch, Sales Process, Business Acumen, Talent Management, District Management, Cross-functional Team..., Coach & Develop Talent, Leading People, Market Analysis, Leadership, Diabetes, Pharmaceutical Industry, Business Planning, Asthma, Pharmaceutical Sales, Managed Care, Cardiology, Selling Skills, Sales Effectiveness, Management, Allergy, Sales, Pain Management, Coaching, Marketing, Oncology, Neuroscience, Rheumatology, Pulmonology, Neurology, Hospital Sales, Urology, Endocrinology
Education
Siena College 1981 — 1985
BA, History
Janssen Pharmaceuticals July 2012 - Present
Merck and Co. September 2009 - December 2011
Schering-Plough Pharmaceuticals June 1998 - September 2009
Schering-Plough Pharmaceuticals March 2004 - July 2005
Schering-Plough Pharmaceuticals June 1998 - March 2004
Financial industry September 1986 - March 1998
Skills
Sales Management, Organizational..., Leadership Development, Product Launch, Sales Process, Business Acumen, Talent Management, District Management, Cross-functional Team..., Coach & Develop Talent, Leading People, Market Analysis, Leadership, Diabetes, Pharmaceutical Industry, Business Planning, Asthma, Pharmaceutical Sales, Managed Care, Cardiology, Selling Skills, Sales Effectiveness, Management, Allergy, Sales, Pain Management, Coaching, Marketing, Oncology, Neuroscience, Rheumatology, Pulmonology, Neurology, Hospital Sales, Urology, Endocrinology
Education
Siena College 1981 — 1985
BA, History
Adam Funk, CFP® Adam Funk, CFP®'s Financial Industry Experience 2002 - 2012
Job The Savings Coach
Industry Financial Services
Experience
Savings Coach 2006 - Present
Financial Industry 2002 - 2012
The Bank of New York Mellon 2007 - 2010
Funk Mogul & Freeride Inc 1995 - 2001
Skills
Securities, Alternative Investments, Investments, Series 7, Investment Advisory, Mortgage Lending, Finance, Mutual Funds, Financial Planners, Financial Services, Insurance, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Relationship Management, Series 63, Asset Management, Financial Advisory, Banking, Retirement, Investment Management, Financial Planning, Tax Preparation
Education
Walsh College 2001 — 2006
Master's Degree, Finance, Certified Financial Planner - Magna Cum Laude
University of Michigan 1990 — 1995
Bachelor's Degree, BGS
Troy Athens 1985 — 1990
Savings Coach 2006 - Present
Financial Industry 2002 - 2012
The Bank of New York Mellon 2007 - 2010
Funk Mogul & Freeride Inc 1995 - 2001
Skills
Securities, Alternative Investments, Investments, Series 7, Investment Advisory, Mortgage Lending, Finance, Mutual Funds, Financial Planners, Financial Services, Insurance, Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Equities, Relationship Management, Series 63, Asset Management, Financial Advisory, Banking, Retirement, Investment Management, Financial Planning, Tax Preparation
Education
Walsh College 2001 — 2006
Master's Degree, Finance, Certified Financial Planner - Magna Cum Laude
University of Michigan 1990 — 1995
Bachelor's Degree, BGS
Troy Athens 1985 — 1990
Bob Carney Bob Carney's Financial Industry Experience January 2015 - Present
Job Consultant
Industry Banking
Experience
Financial industry January 2015 - Present
The Transportation Firm May 2012 - October 2014
Powers & Stinson, Inc. March 2011 - May 2014
Xerox Metro-Centre January 2008 - December 2010
Skills
Shipping, Sales Management, Customer Service, Transportation, Sales Operations, Logistics Management, B2B, Truckload, Dispatching, Business Strategy, Logistics, Supply Chain, Project Planning, New Business Development, Pricing, Advertising, Operations Management, Team Building, Strategic Planning, Supply Chain Management, Freight, Sales, Contract Negotiation, Training, Management, Forecasting, LTL, Container, Cold Calling, Transportation..., Fleet Management, Freight Forwarding, FTL, Air Freight, Ocean, Reefer, Income Statement, DOT regulations, Sales Process, P&L Management, Flatbed, Forwarding, Purchasing, Reverse Logistics, Supply Chain Consulting, Account Management, International Logistics, 3PL, Key Account Management, Inventory Management
Education
The University of Memphis 1979 — 1981
Business Administration and Management, General
Financial industry January 2015 - Present
The Transportation Firm May 2012 - October 2014
Powers & Stinson, Inc. March 2011 - May 2014
Xerox Metro-Centre January 2008 - December 2010
Skills
Shipping, Sales Management, Customer Service, Transportation, Sales Operations, Logistics Management, B2B, Truckload, Dispatching, Business Strategy, Logistics, Supply Chain, Project Planning, New Business Development, Pricing, Advertising, Operations Management, Team Building, Strategic Planning, Supply Chain Management, Freight, Sales, Contract Negotiation, Training, Management, Forecasting, LTL, Container, Cold Calling, Transportation..., Fleet Management, Freight Forwarding, FTL, Air Freight, Ocean, Reefer, Income Statement, DOT regulations, Sales Process, P&L Management, Flatbed, Forwarding, Purchasing, Reverse Logistics, Supply Chain Consulting, Account Management, International Logistics, 3PL, Key Account Management, Inventory Management
Education
The University of Memphis 1979 — 1981
Business Administration and Management, General
Monica Santiago Monica Santiago's Financial Industry Experience 2004 - 2009
Job Project Manager, Sales at Right Management
Industry Human Resources
Experience
Right Management April 2012 - Present
On Page Productions March 2009 - April 2012
Financial Industry 2004 - 2009
Not-For-Profit 1995 - 2009
Digital Equipment Corporation December 1997 - December 1999
Dell August 1988 - March 1994
Skills
Marketing Strategy, Web Design, SEO copywriting, Business, Social Media, SEO, Web Content, Public Speaking, Online Advertising, Social Media Marketing, Blogging, Social Networking, Public Relations, Marketing Communications, Strategic Planning, Coaching, Leadership, Strategy, Entrepreneurship
Education
University of Manitoba 1982 — 1984
BA, French, Spanish
The University of Calgary 1980 — 1982
Bachelor of Arts (BA), Languages
Right Management April 2012 - Present
On Page Productions March 2009 - April 2012
Financial Industry 2004 - 2009
Not-For-Profit 1995 - 2009
Digital Equipment Corporation December 1997 - December 1999
Dell August 1988 - March 1994
Skills
Marketing Strategy, Web Design, SEO copywriting, Business, Social Media, SEO, Web Content, Public Speaking, Online Advertising, Social Media Marketing, Blogging, Social Networking, Public Relations, Marketing Communications, Strategic Planning, Coaching, Leadership, Strategy, Entrepreneurship
Education
University of Manitoba 1982 — 1984
BA, French, Spanish
The University of Calgary 1980 — 1982
Bachelor of Arts (BA), Languages
Eduardo Roman's Financial Industry Experience March 2014 - December 2014
Job Experienced Finance, Treasury and Risk Professiona
Industry Banking
Experience
FirstBank Puerto Rico January 2015 - Present
Financial industry March 2014 - December 2014
Banco Santander Puerto Rico November 2010 - March 2014
First BanCorp August 2007 - October 2010
Citi 2002 - 2007
Citibank August 1998 - 2002
Kevane, Peterson, Soto & Pasarell January 1998 - August 1998
Skills
Banking, Risk Management, Financial Services, Financial Risk, Credit Risk, ALM, Corporate Finance, Strategic Financial..., Finance, Capital Markets, Market Risk, Portfolio Management, Derivatives, Fixed Income, Credit Analysis, Treasury Management, Investment Banking, Equities, Basel II, Financial Analysis, Financial Planning
Education
Universidad de Puerto Rico 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University Gardens High School
FirstBank Puerto Rico January 2015 - Present
Financial industry March 2014 - December 2014
Banco Santander Puerto Rico November 2010 - March 2014
First BanCorp August 2007 - October 2010
Citi 2002 - 2007
Citibank August 1998 - 2002
Kevane, Peterson, Soto & Pasarell January 1998 - August 1998
Skills
Banking, Risk Management, Financial Services, Financial Risk, Credit Risk, ALM, Corporate Finance, Strategic Financial..., Finance, Capital Markets, Market Risk, Portfolio Management, Derivatives, Fixed Income, Credit Analysis, Treasury Management, Investment Banking, Equities, Basel II, Financial Analysis, Financial Planning
Education
Universidad de Puerto Rico 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University Gardens High School
Wade Skarsten Wade Skarsten's Financial Industry Experience April 2005 - March 2015
Job Looking for commercial and residential real estate
Industry Financial Services
Experience
Independent Real Estate Investor April 2007 - Present
Financial Industry April 2005 - March 2015
Skills
Financial Analysis, Portfolio Management, Auditing, Banking, Commercial Lending, Customer Service
Education
University of Minnesota - Carlson School of Management 2001 — 2004
BSB-Finance, Finance, 3.73 Cumulative GPA, Dean’s List
Anoka Ramsey Community College 1998 — 2002
Associate of Arts (A.A.), General Studies, 3.96 Cumulative GPA
Independent Real Estate Investor April 2007 - Present
Financial Industry April 2005 - March 2015
Skills
Financial Analysis, Portfolio Management, Auditing, Banking, Commercial Lending, Customer Service
Education
University of Minnesota - Carlson School of Management 2001 — 2004
BSB-Finance, Finance, 3.73 Cumulative GPA, Dean’s List
Anoka Ramsey Community College 1998 — 2002
Associate of Arts (A.A.), General Studies, 3.96 Cumulative GPA
Morris Moukit's Financial Industry Experience September 1994 - Present
Job Vice President, Manager
Industry Banking
Experience
Financial Industry September 1994 - Present
Skills
Management, Portfolio Management, Banking, Risk Management, Credit, Relationship Management, Credit Risk, Retail Banking, Finance, Commercial Banking
Education
University of Massachusetts Boston
Financial Industry September 1994 - Present
Skills
Management, Portfolio Management, Banking, Risk Management, Credit, Relationship Management, Credit Risk, Retail Banking, Finance, Commercial Banking
Education
University of Massachusetts Boston
Leigh Speicher's Financial Industry Experience 2005 - 2010
Job Contact Center Manager
Industry Financial Services
Experience
Synchrony Financial January 2015 - Present
Realty 2004 - 2015
Universal Screen Arts July 2010 - June 2014
Financial Industry 2005 - 2010
Bank One 1995 - 2004
US Army August 1987 - August 1994
GE 1991 - 1993
Skills
Team Building, Call Centers, Customer Service, Strategic Planning, Customer Satisfaction, Management, Direct Marketing, Coaching, Forecasting, Call Center, Retail, E-commerce, Performance Management, Budgets, Negotiation, Leadership, Contact Centers, Recruiting, Multi-channel Marketing, Team Leadership, Email Marketing, Sales, Sales Management, Customer Experience, Hiring, Employee Training, Real Estate, Real Estate License, CRM, Business Planning, New Business Development, Competitive Analysis, Marketing, Six Sigma, Sales Operations, Vendor Management, Analysis, Cold Calling, Inventory Management, Account Management, Loss Mitigation, Operations Management, Training, Strategy, Process Improvement, Project Management, Banking
Education
Hondros College of Business
Real Estate
The University of Akron
Economics
Synchrony Financial January 2015 - Present
Realty 2004 - 2015
Universal Screen Arts July 2010 - June 2014
Financial Industry 2005 - 2010
Bank One 1995 - 2004
US Army August 1987 - August 1994
GE 1991 - 1993
Skills
Team Building, Call Centers, Customer Service, Strategic Planning, Customer Satisfaction, Management, Direct Marketing, Coaching, Forecasting, Call Center, Retail, E-commerce, Performance Management, Budgets, Negotiation, Leadership, Contact Centers, Recruiting, Multi-channel Marketing, Team Leadership, Email Marketing, Sales, Sales Management, Customer Experience, Hiring, Employee Training, Real Estate, Real Estate License, CRM, Business Planning, New Business Development, Competitive Analysis, Marketing, Six Sigma, Sales Operations, Vendor Management, Analysis, Cold Calling, Inventory Management, Account Management, Loss Mitigation, Operations Management, Training, Strategy, Process Improvement, Project Management, Banking
Education
Hondros College of Business
Real Estate
The University of Akron
Economics
Andrew Kimball Andrew Kimball's Financial Industry Experience April 2012 - Present
Job retired
Industry Financial Services
Experience
financial industry April 2012 - Present
Moody's Investors Service August 2008 - April 2012
Moody's Investors Service July 2007 - July 2008
Moody's Investors Service June 2004 - June 2007
Moody's Investors Service February 2002 - May 2004
Moody's Investors Service June 2000 - January 2002
Moody's Investors Service June 1998 - May 2000
Moody's Investors Service July 1987 - May 1998
Mellon Bank July 1981 - June 1987
Skills
Credit Risk, Structured Finance, Financial Modeling, Credit Analysis, Alternative Investments, Fixed Income, Finance, Risk Management, Management, Capital Markets, Corporate Finance, Analytics, Credit, Banking, Portfolio Management, Securities
Education
Harvard University 1975 — 1981
PhD, English & American Literature
Brigham Young University 1967 — 1971
B.S., Psychology
financial industry April 2012 - Present
Moody's Investors Service August 2008 - April 2012
Moody's Investors Service July 2007 - July 2008
Moody's Investors Service June 2004 - June 2007
Moody's Investors Service February 2002 - May 2004
Moody's Investors Service June 2000 - January 2002
Moody's Investors Service June 1998 - May 2000
Moody's Investors Service July 1987 - May 1998
Mellon Bank July 1981 - June 1987
Skills
Credit Risk, Structured Finance, Financial Modeling, Credit Analysis, Alternative Investments, Fixed Income, Finance, Risk Management, Management, Capital Markets, Corporate Finance, Analytics, Credit, Banking, Portfolio Management, Securities
Education
Harvard University 1975 — 1981
PhD, English & American Literature
Brigham Young University 1967 — 1971
B.S., Psychology
Colleen Boyle Colleen Boyle's Financial Industry Experience 1987 - 1999
Job Senior Vice President National Sales Manager at Pall Mall Art Advisors
Industry Fine Art
Experience
Pall Mall Art Advisors January 2014 - Present
Pall Mall Art Advisors 2012 - 2014
Freeman's 2010 - 2012
CB Fine Art 2002 - 2009
Financial industry 1987 - 1999
Skills
Art, Art History, Museums, Social Media, Fine Art, Microsoft Office, Strategic Planning, Appraisals, Customer Service, Finance, Insurance, Marketing, Selling, Management, Risk Management, Fundraising, Research, Nonprofits, Auctions
Education
University of St. Thomas 2007 — 2009
Master of Arts (M.A.), Art History
Christie's Education 2005 — 2006
Dlplome in French Fine and Decorative Arts
William & Mary 1981 — 1985
BA, Economics
Pall Mall Art Advisors January 2014 - Present
Pall Mall Art Advisors 2012 - 2014
Freeman's 2010 - 2012
CB Fine Art 2002 - 2009
Financial industry 1987 - 1999
Skills
Art, Art History, Museums, Social Media, Fine Art, Microsoft Office, Strategic Planning, Appraisals, Customer Service, Finance, Insurance, Marketing, Selling, Management, Risk Management, Fundraising, Research, Nonprofits, Auctions
Education
University of St. Thomas 2007 — 2009
Master of Arts (M.A.), Art History
Christie's Education 2005 — 2006
Dlplome in French Fine and Decorative Arts
William & Mary 1981 — 1985
BA, Economics
Patti (Disco) Giacoletti Patti (Disco) Giacoletti's Financial Industry Experience October 2002 - December 2014
Job Administrative Assistant at Mowat Mackie & Anderson LLP
Industry Financial Services
Experience
Mowat Mackie & Anderson LLP January 2015 - Present
SPIN Recruitment Advertising March 2007 - January 2015
Financial Industry October 2002 - December 2014
Bank of America July 1990 - May 1998
Nordstrom August 1987 - July 1990
Franklin Templeton Investments November 1986 - July 1989
Skills
Human Resources, Recruiting, Management, Advertising, Sales, Customer Service, CRM, Time Management, Data Entry, Administrative Assistant, College Recruiting, Assistant Manager, Client Associate
Education
Loyola Marymount University 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Golden Gate University 1987 — 1988
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
Mowat Mackie & Anderson LLP January 2015 - Present
SPIN Recruitment Advertising March 2007 - January 2015
Financial Industry October 2002 - December 2014
Bank of America July 1990 - May 1998
Nordstrom August 1987 - July 1990
Franklin Templeton Investments November 1986 - July 1989
Skills
Human Resources, Recruiting, Management, Advertising, Sales, Customer Service, CRM, Time Management, Data Entry, Administrative Assistant, College Recruiting, Assistant Manager, Client Associate
Education
Loyola Marymount University 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Golden Gate University 1987 — 1988
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
Angela Krikke Angela Krikke's Financial Industry Experience January 2009 - May 2011
Job Skilled Surgery Scheduler/Medical Secretary
Industry Hospital & Health Care
Experience
Proofreading; Online Presence Administration May 2011 - Present
Holland Rescue Mission May 2013 - April 2015
ManpowerGroup August 2012 - April 2013
Financial Industry January 2009 - May 2011
Brightfuse 2009 - 2011
Centre for Plastic Surgery August 2005 - June 2008
Parks Dermatology Center August 2000 - June 2005
Skills
HIPAA, Legal Writing, Legal Assistance, Customer Service, File Management, Microsoft Office, Courts, Marketing, Critical Thinking, Notary Public, Legal Research, Event Planning, Administrative..., Grammar, Employee Relations, Administrative..., Resume Writing, Microsoft Word, Coaching, PowerPoint, Social Media, Leadership, Data Entry, Editing, Proofreading, Public Speaking, Research, Time Management, Facebook, Community Outreach, Newsletters, Training, Healthcare, Process Scheduler, Behavior Problems, Conflict Resolution, Job Search Strategies, Social Networking, Business Professional..., Administration, Outlook
Education
Grand Valley State University 1997 — 1999
Bachelor of Science, Legal Studies, 3.449
Kellogg Community College 1996 — 1997
AA, Children's Education
Kalamazoo Valley Community College 1995 — 1996
Associates, Elementary Education
Gull Lake High School 1993 — 1995
Diploma, College Preparatory
Allendale High School 1991 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Proofreading; Online Presence Administration May 2011 - Present
Holland Rescue Mission May 2013 - April 2015
ManpowerGroup August 2012 - April 2013
Financial Industry January 2009 - May 2011
Brightfuse 2009 - 2011
Centre for Plastic Surgery August 2005 - June 2008
Parks Dermatology Center August 2000 - June 2005
Skills
HIPAA, Legal Writing, Legal Assistance, Customer Service, File Management, Microsoft Office, Courts, Marketing, Critical Thinking, Notary Public, Legal Research, Event Planning, Administrative..., Grammar, Employee Relations, Administrative..., Resume Writing, Microsoft Word, Coaching, PowerPoint, Social Media, Leadership, Data Entry, Editing, Proofreading, Public Speaking, Research, Time Management, Facebook, Community Outreach, Newsletters, Training, Healthcare, Process Scheduler, Behavior Problems, Conflict Resolution, Job Search Strategies, Social Networking, Business Professional..., Administration, Outlook
Education
Grand Valley State University 1997 — 1999
Bachelor of Science, Legal Studies, 3.449
Kellogg Community College 1996 — 1997
AA, Children's Education
Kalamazoo Valley Community College 1995 — 1996
Associates, Elementary Education
Gull Lake High School 1993 — 1995
Diploma, College Preparatory
Allendale High School 1991 — 1993
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chris Todd, P.E. Chris Todd, P.E.'s Financial Industry Experience January 1995 - July 1998
Job Senior Project Manager
Industry Civil Engineering
Experience
ColeJenest & Stone March 2007 - Present
ESP Associates January 2006 - March 2007
CESI Land Development Services January 2001 - January 2006
Financial Industry January 1995 - July 1998
Skills
Civil Engineering, Land Development, Erosion Control, Site Plans, Stormwater Management, Grading, Site Development, HydroCAD, Road, Sewer, Hydrology, AutoCAD, Construction Management, Drainage, Site Planning, Construction, Contract Management, Land Use Planning, Submittals, Comprehensive Planning
Education
University of North Carolina at Charlotte 1998 — 2001
BSCE, Civil Engineering
Appalachian State University 1990 — 1994
BSBA, Finance/Banking
ColeJenest & Stone March 2007 - Present
ESP Associates January 2006 - March 2007
CESI Land Development Services January 2001 - January 2006
Financial Industry January 1995 - July 1998
Skills
Civil Engineering, Land Development, Erosion Control, Site Plans, Stormwater Management, Grading, Site Development, HydroCAD, Road, Sewer, Hydrology, AutoCAD, Construction Management, Drainage, Site Planning, Construction, Contract Management, Land Use Planning, Submittals, Comprehensive Planning
Education
University of North Carolina at Charlotte 1998 — 2001
BSCE, Civil Engineering
Appalachian State University 1990 — 1994
BSBA, Finance/Banking
Joyce Geiser's Financial Industry Experience July 2012 - Present
Job Owner/Photographer at Njoy Photos
Industry Photography
Experience
Njoy Photos 2014 - Present
Financial Industry July 2012 - Present
Edgewood Children's Center 2005 - 2011
Skills
Fax, Microsoft Office, Outlook, Supervisory Experience, Multi-line Phone, Customer Service, Filing, Detailed Organization, Payroll, Proofreading, Inventory Control, Research, Office Management, Data Entry, Scanners, Confidentiality, Office Administration, Net Facilities, maintaining multiple..., Managed Money, Meet Deadlines, Postage Meter, Multi Tasking, Result Oriented, Photography, Operates basic office..., coordinating small..., Social Media
Education
Jefferson College 2011 — 2014
Associate's Degree, Business Management
Njoy Photos 2014 - Present
Financial Industry July 2012 - Present
Edgewood Children's Center 2005 - 2011
Skills
Fax, Microsoft Office, Outlook, Supervisory Experience, Multi-line Phone, Customer Service, Filing, Detailed Organization, Payroll, Proofreading, Inventory Control, Research, Office Management, Data Entry, Scanners, Confidentiality, Office Administration, Net Facilities, maintaining multiple..., Managed Money, Meet Deadlines, Postage Meter, Multi Tasking, Result Oriented, Photography, Operates basic office..., coordinating small..., Social Media
Education
Jefferson College 2011 — 2014
Associate's Degree, Business Management
Jim Soderborg's Financial Industry Experience 1974 - 2009
Job Co Founder at Renewably Green
Industry Program Development
Experience
Renewably Green January 2013 - Present
Intelligence & Sustainability Solutions January 2011 - Present
RFG, LLC. January 2007 - Present
Independent Film Projects 2003 - Present
Republican Party 1988 - Present
Politics 1986 - Present
Calvary 1982 - 2011
Ladies Who Lunch January 2002 - April 2009
Financial Industry 1974 - 2009
Soderborg Trading August 1976 - December 2006
Skills
Technical Analysis, Marketing, Derivatives, Risk Management, Trading, Series 7, Finance, Options, Financial Risk, Equities, Business Development, Financial Markets, Public Relations, Venture Capital, Equity Derivatives, Team Building, Management, Investments, Strategic Planning, Hedge Funds, Asset Managment, Sustainability..., Due Diligence, Enterprise Software, Asset Management, Portfolio Management, Securities, Strategy, Real Estate, Series 63, Start-ups, Equity Trading, Commodity, Trading Systems, Capital Markets, Business Strategy, Fixed Income, Bloomberg
Education
University of Denver 1970 — 1973
BSBA, HRM
University of Wisconsin-Oshkosh 1968 — 1970
Homewood Flossmoor High School 1964 — 1968
degree
Renewably Green January 2013 - Present
Intelligence & Sustainability Solutions January 2011 - Present
RFG, LLC. January 2007 - Present
Independent Film Projects 2003 - Present
Republican Party 1988 - Present
Politics 1986 - Present
Calvary 1982 - 2011
Ladies Who Lunch January 2002 - April 2009
Financial Industry 1974 - 2009
Soderborg Trading August 1976 - December 2006
Skills
Technical Analysis, Marketing, Derivatives, Risk Management, Trading, Series 7, Finance, Options, Financial Risk, Equities, Business Development, Financial Markets, Public Relations, Venture Capital, Equity Derivatives, Team Building, Management, Investments, Strategic Planning, Hedge Funds, Asset Managment, Sustainability..., Due Diligence, Enterprise Software, Asset Management, Portfolio Management, Securities, Strategy, Real Estate, Series 63, Start-ups, Equity Trading, Commodity, Trading Systems, Capital Markets, Business Strategy, Fixed Income, Bloomberg
Education
University of Denver 1970 — 1973
BSBA, HRM
University of Wisconsin-Oshkosh 1968 — 1970
Homewood Flossmoor High School 1964 — 1968
degree
Dennis Morgan's Financial Industry Experience March 2009 - Present
Job Industry Consultant (Independent)
Industry Information Technology and Services
Experience
Financial Industry March 2009 - Present
QUODD Financial Information Services September 2004 - December 2008
Jordan & Jordan Associates January 2004 - September 2004
SunGard Market Data Services January 2001 - January 2004
SunGard Market Data Services January 2001 - January 2003
Bridge Information Systems Retail Division January 2000 - January 2001
Bridge Information Systems 2000 - 2001
ADP Brokerage Services January 1979 - January 2000
Thomson Financial 2000 - 2000
Skills
IT Service Management, CRM, Project Management, Enterprise Software, Disaster Recovery, Management Consulting, Data Center, Marketing, Sales, Technical Support, Financial Services, Account Management, Management, Product Management, Sales Management, Customer Service, Business Development, Equities, Quality Control, Risk Management, Mentoring, New Business Development, Sales Operations, Sales Process, Contract Negotiation, Direct Sales, Mergers & Acquisitions, Forecasting, Vendor Management
Education
Fr. Judge High School
La Salle University
Bachelor's degree, Criminal Justice
LaSalle University
B.A, Business Management and Sociology
Financial Industry March 2009 - Present
QUODD Financial Information Services September 2004 - December 2008
Jordan & Jordan Associates January 2004 - September 2004
SunGard Market Data Services January 2001 - January 2004
SunGard Market Data Services January 2001 - January 2003
Bridge Information Systems Retail Division January 2000 - January 2001
Bridge Information Systems 2000 - 2001
ADP Brokerage Services January 1979 - January 2000
Thomson Financial 2000 - 2000
Skills
IT Service Management, CRM, Project Management, Enterprise Software, Disaster Recovery, Management Consulting, Data Center, Marketing, Sales, Technical Support, Financial Services, Account Management, Management, Product Management, Sales Management, Customer Service, Business Development, Equities, Quality Control, Risk Management, Mentoring, New Business Development, Sales Operations, Sales Process, Contract Negotiation, Direct Sales, Mergers & Acquisitions, Forecasting, Vendor Management
Education
Fr. Judge High School
La Salle University
Bachelor's degree, Criminal Justice
LaSalle University
B.A, Business Management and Sociology
John Tengco's Financial Industry Experience August 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Industry August 2008 - Present
Financial Audit Firm 2001 - 2007
Education
University at Albany, SUNY 1999 — 2001
Financial Industry August 2008 - Present
Financial Audit Firm 2001 - 2007
Education
University at Albany, SUNY 1999 — 2001
J Adorno Kempczynski's Financial Industry Experience January 1990 - Present
Job PMO Director at Financial Industry
Industry Financial Services
Experience
Financial Industry January 1990 - Present
Education
State University of New York College at Fredonia
BS, Business, Computer Science, Organizational Behavior
Financial Industry January 1990 - Present
Education
State University of New York College at Fredonia
BS, Business, Computer Science, Organizational Behavior
Rami Salomon's Financial Industry Experience 2004 - Present
Job Risk & Control Advisor, IT Audit at DTCC at DTCC
Industry Banking
Experience
DTCC April 2010 - Present
Financial Industry 2004 - Present
Citigroup January 1995 - June 2004
Citibank 1995 - 2004
Skills
Risk Management, Information Security, IT Audit, Auditing, Financial Risk, Internal Audit, Governance, Risk Assessment, CISA, Information Security..., Business Continuity, Sarbanes-Oxley Act, Enterprise Risk...
Education
New York Institute of Technology
DTCC April 2010 - Present
Financial Industry 2004 - Present
Citigroup January 1995 - June 2004
Citibank 1995 - 2004
Skills
Risk Management, Information Security, IT Audit, Auditing, Financial Risk, Internal Audit, Governance, Risk Assessment, CISA, Information Security..., Business Continuity, Sarbanes-Oxley Act, Enterprise Risk...
Education
New York Institute of Technology
Rebecca Marcelletti's Financial Industry Experience July 2011 - Present
Job Home Lending Capital Markets Agency Relations
Industry Financial Services
Experience
Financial Industry July 2011 - Present
Financial Industry April 2009 - July 2011
Financial Industry December 2007 - April 2009
Financial Industry December 2006 - December 2007
Financial Indusrty September 2006 - December 2006
Financial Industry July 2005 - September 2006
Skills
Training, Management, Banking, Visio, Loans, Mortgage Lending, Analysis, Sales, Program Management, Outlook, Coaching, Retail Banking, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Event Planning, Learning & Development, Project Management
Education
Ramapo College of New Jersey 2001 — 2004
Bachelor of Business, International Business Management
Financial Industry July 2011 - Present
Financial Industry April 2009 - July 2011
Financial Industry December 2007 - April 2009
Financial Industry December 2006 - December 2007
Financial Indusrty September 2006 - December 2006
Financial Industry July 2005 - September 2006
Skills
Training, Management, Banking, Visio, Loans, Mortgage Lending, Analysis, Sales, Program Management, Outlook, Coaching, Retail Banking, Microsoft Excel, Microsoft Office, PowerPoint, SharePoint, Event Planning, Learning & Development, Project Management
Education
Ramapo College of New Jersey 2001 — 2004
Bachelor of Business, International Business Management
Jeanna Sung's Financial Industry Experience 2011 - 2015
Job Masters Degree Candidate
Industry Hospital & Health Care
Experience
Financial Industry 2011 - 2015
Palmina Winery & Inoteca, homemade wine bar, The Lamb Club 2009 - 2011
Benjamin James Associates, CitiPad Realty 2003 - 2007
McGreevy ProLab, International Center of Photography 2000 - 2005
Skills
C-Level Executive..., Outlook, CRM Databases, Investran, Concur, Microsoft Excel, Office Management, Event Planning, Office Administration, Travel Planning, Multi-line Phone, Mac, PC, Inventory Management, Vendor Management, Organization, Public Speaking, Catering, Marketing, Photography
Education
Sarah Lawrence College 2015 — 2017
Master’s Degree, Health Advocacy
Alfred University 1996 — 2000
BFA, Photography
Financial Industry 2011 - 2015
Palmina Winery & Inoteca, homemade wine bar, The Lamb Club 2009 - 2011
Benjamin James Associates, CitiPad Realty 2003 - 2007
McGreevy ProLab, International Center of Photography 2000 - 2005
Skills
C-Level Executive..., Outlook, CRM Databases, Investran, Concur, Microsoft Excel, Office Management, Event Planning, Office Administration, Travel Planning, Multi-line Phone, Mac, PC, Inventory Management, Vendor Management, Organization, Public Speaking, Catering, Marketing, Photography
Education
Sarah Lawrence College 2015 — 2017
Master’s Degree, Health Advocacy
Alfred University 1996 — 2000
BFA, Photography
Madhu Pollaki's Financial Industry Experience July 2006 - Present
Job Technology Solution Integrator
Industry Information Technology and Services
Experience
Financial Industry July 2006 - Present
Hewlett-Packard July 2004 - July 2006
Network for Electronic & Transfer (S) Pte Ltd August 2003 - June 2004
National Computer Systems Pte Ltd January 2000 - July 2003
EdNET Global Consulting Pvt Ltd July 1998 - December 1999
Education
Nagpur University 1994 — 1998
Bachelors in Engineering, Computer Science
Financial Industry July 2006 - Present
Hewlett-Packard July 2004 - July 2006
Network for Electronic & Transfer (S) Pte Ltd August 2003 - June 2004
National Computer Systems Pte Ltd January 2000 - July 2003
EdNET Global Consulting Pvt Ltd July 1998 - December 1999
Education
Nagpur University 1994 — 1998
Bachelors in Engineering, Computer Science
Karen Campbell Craig's Financial Industry Experience August 2012 - Present
Job Client Associate within Financial Advsory Firm
Industry Marketing and Advertising
Experience
Financial Industry August 2012 - Present
SilverGraphics Studios, Inc January 1999 - Present
CEVC, United States Air Force Academy, CO January 1996 - January 1999
EAD, MCAS Cherry Point, NC January 1994 - January 1996
EAD, MCB Camp Lejeune, NC January 1993 - January 1994
Hughes Aircraft Company July 1987 - February 1992
Skills
Environmental..., Marketing, Sales, Office Management, Customer Service, Engineering Project..., Contract Management, Fundraising, DoD
Education
The University of Kansas 1982 — 1987
B.S, Mechanical Engineering
University of Kansas 1982 — 1987
B.S, Business Administration
Financial Industry August 2012 - Present
SilverGraphics Studios, Inc January 1999 - Present
CEVC, United States Air Force Academy, CO January 1996 - January 1999
EAD, MCAS Cherry Point, NC January 1994 - January 1996
EAD, MCB Camp Lejeune, NC January 1993 - January 1994
Hughes Aircraft Company July 1987 - February 1992
Skills
Environmental..., Marketing, Sales, Office Management, Customer Service, Engineering Project..., Contract Management, Fundraising, DoD
Education
The University of Kansas 1982 — 1987
B.S, Mechanical Engineering
University of Kansas 1982 — 1987
B.S, Business Administration
Pam Ippolito's Financial Industry Experience 2005 - 2013
Job IT Professional
Industry Financial Services
Experience
BMO Harris Bank June 2013 - Present
Financial Industry 2005 - 2013
J.P. Morgan 2000 - 2005
Interim Technology 1996 - 2000
FDIC 1987 - 1996
Skills
Business Analysis, Risk Management, Vendor Management, Software Project..., Business Process..., SDLC, Business Intelligence, PMO, Data Warehousing, Banking, Leadership, Requirements Gathering, Program Management, Project Management, Process Improvement
Education
St. Joseph's College (IN)
Bachelor of Science, Mathematics / Computer Science
BMO Harris Bank June 2013 - Present
Financial Industry 2005 - 2013
J.P. Morgan 2000 - 2005
Interim Technology 1996 - 2000
FDIC 1987 - 1996
Skills
Business Analysis, Risk Management, Vendor Management, Software Project..., Business Process..., SDLC, Business Intelligence, PMO, Data Warehousing, Banking, Leadership, Requirements Gathering, Program Management, Project Management, Process Improvement
Education
St. Joseph's College (IN)
Bachelor of Science, Mathematics / Computer Science
Cassie White's Financial Industry Experience March 2014 - Present
Job Network Security Analyst
Industry Information Technology and Services
Experience
Financial industry March 2014 - Present
Benefit Allocation Systems, Inc. (BAS) April 2010 - March 2014
Workbridge Associates October 2008 - August 2009
Graduate School, USDA January 2008 - May 2008
Skills
Security, Program Management, Leadership, Analysis, Network Security, Training, Cisco Technologies, Vulnerability Management, Information Technology, Networking, Technical Recruiting, CRM
Education
University of Mount Union 2004 — 2008
Communications, Organizational Communications
Financial industry March 2014 - Present
Benefit Allocation Systems, Inc. (BAS) April 2010 - March 2014
Workbridge Associates October 2008 - August 2009
Graduate School, USDA January 2008 - May 2008
Skills
Security, Program Management, Leadership, Analysis, Network Security, Training, Cisco Technologies, Vulnerability Management, Information Technology, Networking, Technical Recruiting, CRM
Education
University of Mount Union 2004 — 2008
Communications, Organizational Communications
Gisselle Micheo CFE,CAMS's Financial Industry Experience August 1995 - June 2000
Job FIS Fraud and Risk Management
Industry Information Technology and Services
Experience
Fidelity National Information Services January 2015 - Present
Fidelity National Information Services March 2014 - Present
Fiserv August 2006 - February 2014
Fiserv August 2007 - August 2010
Fiserv July 2007 - August 2010
Fiserv July 2007 - August 2010
CNLBank November 2003 - August 2007
CIBC July 2000 - February 2003
Financial Industry August 1995 - June 2000
Skills
AML, Risk, Risk Management, Fraud, Analysis, Process Development, Documentation, Compliance, Process Engineering, Business Strategy, Research, Business Management, Product Management, Operations Management, Banking, Analytics, ACH, Product Marketing, Product Strategy, Marketing Communications, Strategic Planning, Business Analysis, Portfolio Management, Requirements Analysis, Product Development, Software Documentation, Strategy, Business Development, Project Portfolio..., Business Process..., Financial Services, Operational Risk..., Financial Institutions, Operational Risk, Project Planning, KYC, Electronic Payments, Internet Banking, Payments, Requirements Gathering, Financial Risk, Management, Anti Money Laundering
Education
Pragmatic Marketing Framework Certified
Association of Certified Fraud Examiners 2009 — 2009
CFE, Fraud Examiner
Certified Anti-Money Laundering Specialists 2007 — 2007
CAMS, Certified Anti-Money Laundering Specialists
University of Phoenix 2004 — 2006
MBA, Masters in Business Administration
Warner Southern University 2002 — 2004
BA, Major- Organizational Management --Minor Finance
Construx 2011 — 2011
Agile development training completion certificate, Software Development Best Practices
DALE CARNEGIE TRAINING 2011 — 2011
n/a, High Impact Presentation Course
Fidelity National Information Services January 2015 - Present
Fidelity National Information Services March 2014 - Present
Fiserv August 2006 - February 2014
Fiserv August 2007 - August 2010
Fiserv July 2007 - August 2010
Fiserv July 2007 - August 2010
CNLBank November 2003 - August 2007
CIBC July 2000 - February 2003
Financial Industry August 1995 - June 2000
Skills
AML, Risk, Risk Management, Fraud, Analysis, Process Development, Documentation, Compliance, Process Engineering, Business Strategy, Research, Business Management, Product Management, Operations Management, Banking, Analytics, ACH, Product Marketing, Product Strategy, Marketing Communications, Strategic Planning, Business Analysis, Portfolio Management, Requirements Analysis, Product Development, Software Documentation, Strategy, Business Development, Project Portfolio..., Business Process..., Financial Services, Operational Risk..., Financial Institutions, Operational Risk, Project Planning, KYC, Electronic Payments, Internet Banking, Payments, Requirements Gathering, Financial Risk, Management, Anti Money Laundering
Education
Pragmatic Marketing Framework Certified
Association of Certified Fraud Examiners 2009 — 2009
CFE, Fraud Examiner
Certified Anti-Money Laundering Specialists 2007 — 2007
CAMS, Certified Anti-Money Laundering Specialists
University of Phoenix 2004 — 2006
MBA, Masters in Business Administration
Warner Southern University 2002 — 2004
BA, Major- Organizational Management --Minor Finance
Construx 2011 — 2011
Agile development training completion certificate, Software Development Best Practices
DALE CARNEGIE TRAINING 2011 — 2011
n/a, High Impact Presentation Course
Laura Schick's Financial Industry Experience May 2010 - Present
Job service manager at wells fargo bank
Industry Banking
Experience
Financial Industry May 2010 - Present
wells fargo bank September 1997 - May 2010
Education
Colorado State University 1991 — 1995
BA, Social Work
Financial Industry May 2010 - Present
wells fargo bank September 1997 - May 2010
Education
Colorado State University 1991 — 1995
BA, Social Work
Christian Nickerson's Financial Industry Experience January 2004 - January 2008
Job Executive Vice President and Cofounder at Cedar Gate Technologies
Industry Health, Wellness and Fitness
Experience
Cedar Gate Technologies February 2014 - Present
Noble Health Solutions January 2013 - February 2014
Medco March 2008 - September 2012
Financial Industry January 2004 - January 2008
WellPoint January 2000 - January 2004
onehealthbank.com 1997 - 2000
Dresdner Kleinwort Wasserstein 1993 - 1997
Skills
Business Development, Product Development, Business Architecture, Business Modernization, Business Process..., Information Strategy &..., Jumpstart Go-To-Market..., S-Curve Business..., Healthcare, Business Intelligence, Managed Care, Healthcare Information..., Strategy, Healthcare Industry, Business Process..., Enterprise Architecture, Strategic Planning, Business Strategy, Management Consulting, Business Process..., Risk Management, Change Management, Process Improvement, Analytics, Start-ups, Innovation Management, Project Planning, (MVP) Minimum Viable..., Big Data, Data Mining for..., New Business Development, Cross-functional Team..., Business Planning
Education
Susquehanna University 1988 — 1992
BS, BA, Physics and Mathematics
Cedar Gate Technologies February 2014 - Present
Noble Health Solutions January 2013 - February 2014
Medco March 2008 - September 2012
Financial Industry January 2004 - January 2008
WellPoint January 2000 - January 2004
onehealthbank.com 1997 - 2000
Dresdner Kleinwort Wasserstein 1993 - 1997
Skills
Business Development, Product Development, Business Architecture, Business Modernization, Business Process..., Information Strategy &..., Jumpstart Go-To-Market..., S-Curve Business..., Healthcare, Business Intelligence, Managed Care, Healthcare Information..., Strategy, Healthcare Industry, Business Process..., Enterprise Architecture, Strategic Planning, Business Strategy, Management Consulting, Business Process..., Risk Management, Change Management, Process Improvement, Analytics, Start-ups, Innovation Management, Project Planning, (MVP) Minimum Viable..., Big Data, Data Mining for..., New Business Development, Cross-functional Team..., Business Planning
Education
Susquehanna University 1988 — 1992
BS, BA, Physics and Mathematics
Karlla Howlett-Swagart's Financial Industry Experience July 2013 - Present
Job Loan Counselor
Industry Financial Services
Experience
Financial industry July 2013 - Present
Fifth Third Bank October 2009 - May 2013
Hamilton County Job and Family Services April 1994 - September 2009
Skills
Government, Customer Service, Program Management, Strategic Planning, Team Leadership, Charity Work, Process Improvement, Analysis, Risk Management, Budgets, Banking, Policy, Access, Training, Leadership, Finance, Data Analysis, Insurance
Education
Southwestern College
Accounting
University of Cincinnati
Criminal justice
Financial industry July 2013 - Present
Fifth Third Bank October 2009 - May 2013
Hamilton County Job and Family Services April 1994 - September 2009
Skills
Government, Customer Service, Program Management, Strategic Planning, Team Leadership, Charity Work, Process Improvement, Analysis, Risk Management, Budgets, Banking, Policy, Access, Training, Leadership, Finance, Data Analysis, Insurance
Education
Southwestern College
Accounting
University of Cincinnati
Criminal justice
Lewis Rowell's Financial Industry Experience November 2014 - Present
Job My Goal: The Client's Best Interest
Industry Law Practice
Experience
Financial Industry November 2014 - Present
Edward Jones August 2013 - July 2014
Womble Carlyle Sandridge & Rice PLLC 2008 - 2013
Womble Carlyle Sandridge & Rice LLP 2001 - 2008
Rhodes and Mason 1999 - 2001
Progress Energy 1983 - 1999
US Army June 1977 - December 1982
Skills
Intellectual Property, Patent Applications, Patent Prosecution, Trademarks, Trade Secrets, Patent Litigation, Trademark Infringement, Litigation, Licensing, Civil Litigation, Corporate Law, Unfair Competition, Commercial Litigation, Appeals, Product Liability, Legal Research, Mediation, Legal Writing, Arbitration, Contract Negotiation, Competition Law, Due Diligence, Bankruptcy
Education
North Carolina Central University School of Law 1994 — 1998
Doctor of Law (J.D.), Law, A
North Carolina State University - College of Management 1990 — 1993
Master of Science (M.S.), Management
United States Military Academy at West Point 1973 — 1977
Bachelor of Science (B.S.), Engineering
Financial Industry November 2014 - Present
Edward Jones August 2013 - July 2014
Womble Carlyle Sandridge & Rice PLLC 2008 - 2013
Womble Carlyle Sandridge & Rice LLP 2001 - 2008
Rhodes and Mason 1999 - 2001
Progress Energy 1983 - 1999
US Army June 1977 - December 1982
Skills
Intellectual Property, Patent Applications, Patent Prosecution, Trademarks, Trade Secrets, Patent Litigation, Trademark Infringement, Litigation, Licensing, Civil Litigation, Corporate Law, Unfair Competition, Commercial Litigation, Appeals, Product Liability, Legal Research, Mediation, Legal Writing, Arbitration, Contract Negotiation, Competition Law, Due Diligence, Bankruptcy
Education
North Carolina Central University School of Law 1994 — 1998
Doctor of Law (J.D.), Law, A
North Carolina State University - College of Management 1990 — 1993
Master of Science (M.S.), Management
United States Military Academy at West Point 1973 — 1977
Bachelor of Science (B.S.), Engineering
Carlos Hayes's Financial Industry Experience 1995 - 2002
Job at
Industry Transportation/Trucking/Railroad
Experience
CSX Transportation 2005 - Present
Financial industry 1995 - 2002
Skills
Any, And, Everything
Education
Alcorn State University 1993 — 1998
FINANCE, Business Adm
Louisville High School 1988 — 1991
Diploma, General
CSX Transportation 2005 - Present
Financial industry 1995 - 2002
Skills
Any, And, Everything
Education
Alcorn State University 1993 — 1998
FINANCE, Business Adm
Louisville High School 1988 — 1991
Diploma, General
selva rajan's Financial Industry Experience September 2008 - Present
Job Senior Microsoft .Net Developer
Industry Banking
Experience
Financial industry September 2008 - Present
Saven Technologies June 2002 - August 2008
Skills
JavaScript, Agile Methodologies, ETL, SDLC, Oracle, Data Warehousing, SQL, Databases, Enterprise Software, LINQ
Education
Manonmaniam Sundaranar University
•Microsoft Certified Technology Specialist (Web Application Development with Framework 4.0)
Financial industry September 2008 - Present
Saven Technologies June 2002 - August 2008
Skills
JavaScript, Agile Methodologies, ETL, SDLC, Oracle, Data Warehousing, SQL, Databases, Enterprise Software, LINQ
Education
Manonmaniam Sundaranar University
•Microsoft Certified Technology Specialist (Web Application Development with Framework 4.0)
Krystle Nguyen's Financial Industry Experience April 2011 - February 2013
Job Project Coordinator at HDR, Inc.
Industry Management Consulting
Experience
HDR May 2014 - Present
Financial Industry April 2011 - February 2013
Community Association Institute - CAI Oregon Chapter March 2005 - April 2011
Forest Heights Homeowners Associations February 2005 - February 2010
Stoel Rives LLP February 1999 - February 2000
Skills
Business Development, Event Planning, Event Management, Fundraising, Marketing, Project Management, Management, Coordinating Events, Project Coordination, Strategic Planning, Marketing Strategy, Strategic Communications, Business Strategy, Newsletters, Budgets, SharePoint, Managing Database, Office Management
Education
Portland State University - School of Business 1990 — 1996
BA, Marketing and Advertising
HDR May 2014 - Present
Financial Industry April 2011 - February 2013
Community Association Institute - CAI Oregon Chapter March 2005 - April 2011
Forest Heights Homeowners Associations February 2005 - February 2010
Stoel Rives LLP February 1999 - February 2000
Skills
Business Development, Event Planning, Event Management, Fundraising, Marketing, Project Management, Management, Coordinating Events, Project Coordination, Strategic Planning, Marketing Strategy, Strategic Communications, Business Strategy, Newsletters, Budgets, SharePoint, Managing Database, Office Management
Education
Portland State University - School of Business 1990 — 1996
BA, Marketing and Advertising
Toyin Ayeni's Financial Industry Experience February 2000 - June 2011
Job Founder/CEO at Afro Projects HQ
Industry Program Development
Experience
Afro Projects HQ 2013 - Present
JPMorgan Chase February 2008 - April 2012
Financial industry February 2000 - June 2011
Skills
PMO, Business Analysis, Business Process..., Program Management, SDLC, Event Planning, Public Speaking, Motivational Speaking
Education
Loyola University of Chicago - Graduate School of Business 2000 — 2002
MSISM, Management Information Systems, General
University of Ibadan 1990 — 1995
Bsc. Microbiology
Afro Projects HQ 2013 - Present
JPMorgan Chase February 2008 - April 2012
Financial industry February 2000 - June 2011
Skills
PMO, Business Analysis, Business Process..., Program Management, SDLC, Event Planning, Public Speaking, Motivational Speaking
Education
Loyola University of Chicago - Graduate School of Business 2000 — 2002
MSISM, Management Information Systems, General
University of Ibadan 1990 — 1995
Bsc. Microbiology
Rebecca Lambert Bent's Financial Industry Experience 2003 - 2003
Job Founder & Executive Chairman, NED Biosystems
Industry Biotechnology
Experience
NED Biosystems, Inc. April 2008 - Present
ASSIST Medical Research Foundation August 2012 - 2015
Financial Industry 2003 - 2003
Lambert Communications 1988 - 1995
Bellevue Hospital Association 1986 - 1992
US Government 1975 - 1983
Skills
Biotechnology, Lifesciences, Entrepreneurship, Start-ups, Healthcare, Strategy, Investments, Government, Due Diligence, Management Consulting, Business Planning, Business Development, Corporate Development, Private Equity, Strategic Planning, Nonprofits, Program Management, Business Strategy, Public Speaking, Fundraising, Life Sciences, Product Launch, Medical Devices
Education
Harvard Business School
Advanced Management Program
Williams College 1968 — 1969
Simmons College
Bachelor's degree, Poli Sci
NED Biosystems, Inc. April 2008 - Present
ASSIST Medical Research Foundation August 2012 - 2015
Financial Industry 2003 - 2003
Lambert Communications 1988 - 1995
Bellevue Hospital Association 1986 - 1992
US Government 1975 - 1983
Skills
Biotechnology, Lifesciences, Entrepreneurship, Start-ups, Healthcare, Strategy, Investments, Government, Due Diligence, Management Consulting, Business Planning, Business Development, Corporate Development, Private Equity, Strategic Planning, Nonprofits, Program Management, Business Strategy, Public Speaking, Fundraising, Life Sciences, Product Launch, Medical Devices
Education
Harvard Business School
Advanced Management Program
Williams College 1968 — 1969
Simmons College
Bachelor's degree, Poli Sci
Yan Chao, CFA's Financial Industry Experience June 2006 - Present
Job Financial Analyst
Industry Financial Services
Experience
Financial Industry June 2006 - Present
Skills
Financial Modeling, Valuation, Investments, Analysis, Financial Reporting, Finance, Financial Analysis
Education
University of Alabama 2004 — 2006
Financial Industry June 2006 - Present
Skills
Financial Modeling, Valuation, Investments, Analysis, Financial Reporting, Finance, Financial Analysis
Education
University of Alabama 2004 — 2006
Fatima Simmons's Financial Industry Experience September 2012 - March 2014
Job Seasoned HR Professional
Industry Human Resources
Experience
Agriculture May 2014 - Present
Financial Industry September 2012 - March 2014
Financial Industry March 2012 - August 2012
Pharmaceutical March 2009 - February 2012
Healthcare March 2006 - March 2008
Skills
Process Improvement, Human Resources, Microsoft Excel, Outlook, HRIS, Project Management, SAP, PeopleSoft, PowerPoint, Employment Law, HR Policies, Performance Management, SuccessFactors, Virtual Edge, UltiPro, Employee Benefits, SharePoint, Visio
Education
Webster University 1999 — 2001
Master of Arts (M.A.)
Columbia College 1995 — 1996
Bachelor of Arts (B.A.)
Agriculture May 2014 - Present
Financial Industry September 2012 - March 2014
Financial Industry March 2012 - August 2012
Pharmaceutical March 2009 - February 2012
Healthcare March 2006 - March 2008
Skills
Process Improvement, Human Resources, Microsoft Excel, Outlook, HRIS, Project Management, SAP, PeopleSoft, PowerPoint, Employment Law, HR Policies, Performance Management, SuccessFactors, Virtual Edge, UltiPro, Employee Benefits, SharePoint, Visio
Education
Webster University 1999 — 2001
Master of Arts (M.A.)
Columbia College 1995 — 1996
Bachelor of Arts (B.A.)
Daniel Neve's Financial Industry Experience July 2015 - Present
Job Investment Consultant / Stock Broker
Industry Financial Services
Experience
Financial Industry July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments September 2014 - November 2014
Ken Garff Automotive Group October 2013 - March 2014
Ken Garff Automotive Group December 2012 - October 2013
Neve Photography January 2009 - August 2013
Ken Garff Automotive Group June 2012 - December 2012
Dick's Sporting Goods 2011 - December 2011
Even Properties February 2007 - January 2011
The Bullion Exchange March 2003 - April 2008
Skills
Reynolds & Reynolds, Automobile, Automotive, Dealer Management, Automotive Aftermarket, Customer Satisfaction, Vehicles, Customer Service, Sales, Microsoft Office, Troubleshooting, Microsoft Excel, DealerSocket CRM/DMS, Profit, Sales Process
Education
University of Utah 2007 — 2016
Bachelor of Science (B.S.), Economics
University of California, Irvine 2013 — 2014
PMI, Project Management, A-
Olympus High School 2005 — 2007
High School Diploma, Physics/Engineering/Business
Financial Industry July 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments September 2014 - November 2014
Ken Garff Automotive Group October 2013 - March 2014
Ken Garff Automotive Group December 2012 - October 2013
Neve Photography January 2009 - August 2013
Ken Garff Automotive Group June 2012 - December 2012
Dick's Sporting Goods 2011 - December 2011
Even Properties February 2007 - January 2011
The Bullion Exchange March 2003 - April 2008
Skills
Reynolds & Reynolds, Automobile, Automotive, Dealer Management, Automotive Aftermarket, Customer Satisfaction, Vehicles, Customer Service, Sales, Microsoft Office, Troubleshooting, Microsoft Excel, DealerSocket CRM/DMS, Profit, Sales Process
Education
University of Utah 2007 — 2016
Bachelor of Science (B.S.), Economics
University of California, Irvine 2013 — 2014
PMI, Project Management, A-
Olympus High School 2005 — 2007
High School Diploma, Physics/Engineering/Business
Aundrea Sykes's Financial Industry Experience January 2011 - February 2013
Job Clerical Data Entry at PC Richard & Son
Industry Banking
Experience
PC Richard & Son May 2003 - Present
Financial Industry January 2011 - February 2013
Wells Fargo January 2011 - February 2013
Skills
Banking, Credit, Business Analysis, Risk Management, Credit Cards, Relationship Management, Business Intelligence, Internal Audit, Payments, Financial Reporting, Internal Controls
Education
Gibbs College 2007 — 2008
AAS Business Administration Accounting
PC Richard & Son May 2003 - Present
Financial Industry January 2011 - February 2013
Wells Fargo January 2011 - February 2013
Skills
Banking, Credit, Business Analysis, Risk Management, Credit Cards, Relationship Management, Business Intelligence, Internal Audit, Payments, Financial Reporting, Internal Controls
Education
Gibbs College 2007 — 2008
AAS Business Administration Accounting
Brown LaShonda's Financial Industry Experience January 2006 - Present
Job Sr. Securities Ops Associate
Industry Financial Services
Experience
Financial Industry January 2006 - Present
Education
University of Phoenix 2008 — 2013
Bachelor of Business Administration (BBA), Business
Financial Industry January 2006 - Present
Education
University of Phoenix 2008 — 2013
Bachelor of Business Administration (BBA), Business
Jean Burfeind's Financial Industry Experience February 2014 - Present
Job Tax Accountant
Industry Banking
Experience
Financial industry February 2014 - Present
Filbrandt & Company April 2012 - January 2014
Madison National Life Insurance Company June 2009 - April 2012
Madison National Life Insurance Company May 2001 - June 2009
Skills
Accounting, Payroll, Accounts Payable, Accounts Receivable, Cash Management, Tax Returns, W-2, 1099 Preparation, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Supervisory Skills, QuickBooks, Account Reconciliation, Bank Reconciliation, Wire Transfers, Journal Entries, Tax Preparation, Invoicing, Tax
Education
Lakeland College 1998 — 2000
Bachelor's degree, Accounting
Madison Area Technical College 1995 — 1997
Associate's degree, Accounting
Financial industry February 2014 - Present
Filbrandt & Company April 2012 - January 2014
Madison National Life Insurance Company June 2009 - April 2012
Madison National Life Insurance Company May 2001 - June 2009
Skills
Accounting, Payroll, Accounts Payable, Accounts Receivable, Cash Management, Tax Returns, W-2, 1099 Preparation, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Supervisory Skills, QuickBooks, Account Reconciliation, Bank Reconciliation, Wire Transfers, Journal Entries, Tax Preparation, Invoicing, Tax
Education
Lakeland College 1998 — 2000
Bachelor's degree, Accounting
Madison Area Technical College 1995 — 1997
Associate's degree, Accounting
Mike Sheldon's Financial Industry Experience July 2005 - Present
Job Successful Automotive Professional With Over 20 Years of Experience in Fixed Ops and Financial
Industry Automotive
Experience
Financial Industry July 2005 - Present
Hyundai December 2004 - November 2005
Toyota July 2003 - December 2004
Hyundai January 1986 - July 2003
General Motors January 1980 - December 1984
Skills
Parts, Customer Satisfaction, Warranty, Customer Retention, Continuous Improvement, Inventory Management, ADP, Reynolds and Reynolds, General Motors training, Wholesale Parts Sales..., Advanced Parts..., University of Toyota, Microsoft Office, Microsoft Excel, PowerPoint
Education
Northern Virginia Community College
Associate's degree
Financial Industry July 2005 - Present
Hyundai December 2004 - November 2005
Toyota July 2003 - December 2004
Hyundai January 1986 - July 2003
General Motors January 1980 - December 1984
Skills
Parts, Customer Satisfaction, Warranty, Customer Retention, Continuous Improvement, Inventory Management, ADP, Reynolds and Reynolds, General Motors training, Wholesale Parts Sales..., Advanced Parts..., University of Toyota, Microsoft Office, Microsoft Excel, PowerPoint
Education
Northern Virginia Community College
Associate's degree
Lakshmi Ramachandran's Financial Industry Experience April 2013 - Present
Job QA Tester at Financial Industry
Industry Information Technology and Services
Experience
Financial industry April 2013 - Present
Consumer Goods January 2011 - March 2013
Insurance February 2010 - December 2010
Consumer goods September 2009 - January 2010
Financial industry May 2008 - August 2009
Financial industry January 2007 - April 2008
Skills
VBScript, Microsoft SQL Server, QTP, Quality Center, Manual Testing, Automated Software...
Education
Madurai Kamaraj University 2002 — 2005
Bachelor of Science (B.Sc.), Physics
Financial industry April 2013 - Present
Consumer Goods January 2011 - March 2013
Insurance February 2010 - December 2010
Consumer goods September 2009 - January 2010
Financial industry May 2008 - August 2009
Financial industry January 2007 - April 2008
Skills
VBScript, Microsoft SQL Server, QTP, Quality Center, Manual Testing, Automated Software...
Education
Madurai Kamaraj University 2002 — 2005
Bachelor of Science (B.Sc.), Physics