Financial Services Consultant
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Financial Services Consultant Employees
Employee
Years
Job
Industry
Wendy Sorel Wendy Sorel's Financial Services Consultant Experience August 2000 - December 2001
Job Experienced NonProfit/Small Buiness Executive
Industry Nonprofit Organization Management
Experience
Consultant January 2009 - Present
Harbor Regional Center January 2002 - November 2008
Financial Services Consultant August 2000 - December 2001
City National Bank January 1998 - August 2000
Harbor Bank January 1992 - January 1998
Chroma Copy International, LP, Santa Ana, CA December 1989 - November 1991
Chroma Copy International, LP,New York, NY June 1987 - December 1989
Arthur Andersen & Co. September 1984 - May 1987
Skills
Strategic Planning, Consulting, Business Strategy, Advocacy, Nonprofits, Networking, Budgets, Organizational..., Strategy, Executive Management, Board Relations, Collaborative Problem..., Community Outreach, Entrepreneurship, Risk Management, Contract Negotiation, Workshop Facilitation, Fundraising, Integrity, Compliance, Organizational..., Communication, Financial Management..., Internal Controls, Personal Development, Critical Thinking, Team Building, Non-profit Leadership, Leadership, Team Leadership, Program Management, Non-profit Board..., Public Speaking, Event Planning, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Queens College 1979 — 1984
Bachelor of Arts (B.A.), Accounting and Information Systems
Consultant January 2009 - Present
Harbor Regional Center January 2002 - November 2008
Financial Services Consultant August 2000 - December 2001
City National Bank January 1998 - August 2000
Harbor Bank January 1992 - January 1998
Chroma Copy International, LP, Santa Ana, CA December 1989 - November 1991
Chroma Copy International, LP,New York, NY June 1987 - December 1989
Arthur Andersen & Co. September 1984 - May 1987
Skills
Strategic Planning, Consulting, Business Strategy, Advocacy, Nonprofits, Networking, Budgets, Organizational..., Strategy, Executive Management, Board Relations, Collaborative Problem..., Community Outreach, Entrepreneurship, Risk Management, Contract Negotiation, Workshop Facilitation, Fundraising, Integrity, Compliance, Organizational..., Communication, Financial Management..., Internal Controls, Personal Development, Critical Thinking, Team Building, Non-profit Leadership, Leadership, Team Leadership, Program Management, Non-profit Board..., Public Speaking, Event Planning, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Queens College 1979 — 1984
Bachelor of Arts (B.A.), Accounting and Information Systems
Aditi N. S. Aditi N. S.'s Financial Services Consultant Experience February 2010 - Present
Job Business Analyst
Industry Financial Services
Experience
Financial Services Consultant February 2010 - Present
Skills
Business Strategy, Business Analysis, User Experience, User Interface, Testing, Test Planning, Test Management, Test Cases, Requirements Analysis, Requirements Gathering, Business Process, Project Management, MS Project, Project Delivery, Project Estimation
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Financial Services Consultant February 2010 - Present
Skills
Business Strategy, Business Analysis, User Experience, User Interface, Testing, Test Planning, Test Management, Test Cases, Requirements Analysis, Requirements Gathering, Business Process, Project Management, MS Project, Project Delivery, Project Estimation
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Finance and Economics
Ali Arif Merchant Ali Arif Merchant's Financial Services Consultant Experience March 2008 - July 2009
Job Corporate Strategy
Industry Mechanical or Industrial Engineering
Experience
Apex Tool Group, LLC July 2015 - Present
SPX Corporation May 2011 - June 2015
Financial Services Consultant March 2008 - July 2009
American Capital August 2006 - December 2007
Wells Fargo Bank December 2003 - August 2006
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Valuation, Strategy, Finance, Leadership, Business Development, Market Research, Mergers & Acquisitions, Corporate Finance, Analytics, Due Diligence, Pricing, Portfolio Management, Management
Education
Indiana University - Kelley School of Business
MBA
Towson University
Bachelor of Science (BS)
University of Maryland College Park
Apex Tool Group, LLC July 2015 - Present
SPX Corporation May 2011 - June 2015
Financial Services Consultant March 2008 - July 2009
American Capital August 2006 - December 2007
Wells Fargo Bank December 2003 - August 2006
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Valuation, Strategy, Finance, Leadership, Business Development, Market Research, Mergers & Acquisitions, Corporate Finance, Analytics, Due Diligence, Pricing, Portfolio Management, Management
Education
Indiana University - Kelley School of Business
MBA
Towson University
Bachelor of Science (BS)
University of Maryland College Park
Neil Dellacava Neil Dellacava's Financial Services Consultant Experience March 2011 - Present
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant March 2011 - Present
Wells Fargo Home Mortgage November 2008 - April 2011
Wells Fargo Corp. 2001 - 2008
Charles Schwab & Co. January 1997 - October 2000
Charles Schwab & Co. 1998 - 1999
Citicorp 1985 - 1997
Skills
Strategy, Leadership, Start-ups, Mergers & Acquisitions, Loans, Analytics, Program Management, Financial Services, Process Improvement, Consumer Lending, Mortgage Lending, Banking, Risk Management, Credit, Customer Service, Business Strategy, Portfolio Management, Strategic Planning, Credit Risk, Finance, Management, Investments, Business Transformation, Financial Analysis
Education
Iona College
BA, Mathematics
New York University
MS, Operations Research
Financial Services Consultant March 2011 - Present
Wells Fargo Home Mortgage November 2008 - April 2011
Wells Fargo Corp. 2001 - 2008
Charles Schwab & Co. January 1997 - October 2000
Charles Schwab & Co. 1998 - 1999
Citicorp 1985 - 1997
Skills
Strategy, Leadership, Start-ups, Mergers & Acquisitions, Loans, Analytics, Program Management, Financial Services, Process Improvement, Consumer Lending, Mortgage Lending, Banking, Risk Management, Credit, Customer Service, Business Strategy, Portfolio Management, Strategic Planning, Credit Risk, Finance, Management, Investments, Business Transformation, Financial Analysis
Education
Iona College
BA, Mathematics
New York University
MS, Operations Research
Joe Vaillincourt Joe Vaillincourt's Financial Services Consultant Experience July 2007 - Present
Job Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance January 2014 - Present
Financial Services Consultant July 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service and..., Report Writing, Public Speaking and..., Project Planning and..., Technical Documentation..., Personnel Management..., Microsoft Office..., Instructional Design, Interdisciplinary..., Peer Mentoring, Salesforce.com..., National Market...
Education
University of New Hampshire
Master's of Education
University of New Hampshire
Bachelor of Science, Biology
University of Maine
Business Management
Liberty Mutual Insurance January 2014 - Present
Financial Services Consultant July 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service and..., Report Writing, Public Speaking and..., Project Planning and..., Technical Documentation..., Personnel Management..., Microsoft Office..., Instructional Design, Interdisciplinary..., Peer Mentoring, Salesforce.com..., National Market...
Education
University of New Hampshire
Master's of Education
University of New Hampshire
Bachelor of Science, Biology
University of Maine
Business Management
Glen Weaver Glen Weaver's Financial Services Consultant Experience April 2011 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Financial Services Consultant April 2011 - Present
American Insurance Organization April 2005 - July 2011
Insphere/Healthmarkets May 2003 - April 2008
Computer Associates April 2000 - April 2003
Skills
Insurance, Employee Benefits, Direct Sales, Sales Management, Sales, Account Management, Small Business, Disability Insurance, Health Insurance, Business Development, Strategic Planning, Team Building, Life Insurance, Executive Management, B2B, Fixed Annuities, Sales Process, Customer Service, Salesforce.com, Lead Generation, Selling, Cold Calling, Leadership, Retirement, Sales Operations, Entrepreneurship, Strategic Financial..., Coaching, Financial Services, Retirement Planning, Investments, Finance, Portfolio Management, Long Term Care Insurance, Financial Advisory, Financial Planners, Wealth, Financial Planning
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General. Economics
Financial Services Consultant April 2011 - Present
American Insurance Organization April 2005 - July 2011
Insphere/Healthmarkets May 2003 - April 2008
Computer Associates April 2000 - April 2003
Skills
Insurance, Employee Benefits, Direct Sales, Sales Management, Sales, Account Management, Small Business, Disability Insurance, Health Insurance, Business Development, Strategic Planning, Team Building, Life Insurance, Executive Management, B2B, Fixed Annuities, Sales Process, Customer Service, Salesforce.com, Lead Generation, Selling, Cold Calling, Leadership, Retirement, Sales Operations, Entrepreneurship, Strategic Financial..., Coaching, Financial Services, Retirement Planning, Investments, Finance, Portfolio Management, Long Term Care Insurance, Financial Advisory, Financial Planners, Wealth, Financial Planning
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General. Economics
Bruce Hyman Bruce Hyman's Financial Services Consultant Experience May 2010 - September 2011
Job happily retired
Industry Photography
Experience
no employer, just my hobby 2011 - Present
Financial Services Consultant May 2010 - September 2011
Standard & Poor's 1988 - May 2010
AT&T 1976 - 1984
Bell Laboratories October 1970 - September 1976
Booz Allen Hamilton 1968 - 1971
Bell Laboratories 1965 - 1968
Skills
Risk Management, Investment Banking, Fixed Income, Capital Markets, Credit, Credit Analysis, Financial Modeling, Asset Management, Credit Risk, Mergers & Acquisitions, Financial Analysis, Financial Markets, Private Equity, Corporate Finance, Investments
Education
Seton Hall University 1989 — 1991
MBA, Finance
Columbia University in the City of New York 1965 — 1967
MS (ME), ENgineering
City College of New York 1960 — 1965
B.S. (Engineering)
Bronx High School of Science 1957 — 1960
no employer, just my hobby 2011 - Present
Financial Services Consultant May 2010 - September 2011
Standard & Poor's 1988 - May 2010
AT&T 1976 - 1984
Bell Laboratories October 1970 - September 1976
Booz Allen Hamilton 1968 - 1971
Bell Laboratories 1965 - 1968
Skills
Risk Management, Investment Banking, Fixed Income, Capital Markets, Credit, Credit Analysis, Financial Modeling, Asset Management, Credit Risk, Mergers & Acquisitions, Financial Analysis, Financial Markets, Private Equity, Corporate Finance, Investments
Education
Seton Hall University 1989 — 1991
MBA, Finance
Columbia University in the City of New York 1965 — 1967
MS (ME), ENgineering
City College of New York 1960 — 1965
B.S. (Engineering)
Bronx High School of Science 1957 — 1960
Brian Adolph Brian Adolph's Financial Services Consultant Experience December 2012 - Present
Job Small Business Consultant
Industry Management Consulting
Experience
Association of Accredited Small Business Consultants® June 2015 - Present
Financial Services Consultant December 2012 - Present
OpportunityBusinesses.com June 2005 - Present
24HourGolf.com November 2013 - July 2015
ADCORvending.com February 2009 - November 2013
Consumer FIRST marketing firm June 2000 - February 2009
CollegeClub.com January 1997 - June 2000
Skills
Management, Personal Finance, General Insurance, Long Term Care Insurance, Investments, Mutual Funds, Tracking Budget Expenses, 529 Plans, 401k, Budgets, Sales Management, Non-profit Development, Management Consulting, Business Planning, Project Planning, Advertising, Fundraising, Direct Marketing, Marketing, Strategic Planning, New Business Development, Small Business, Entrepreneurship, Business Development, Negotiation, Training, Employee Training, Customer Service, Start-ups, Business Strategy, Sales, Program Management, Marketing Communications, Market Research, Strategy, Contract Negotiation, Online Marketing, Leadership Development, Public Speaking, Coaching, Consulting, Leadership, Team Building, Recruiting, Public Relations, Event Planning, Team Leadership, Account Management, Social Networking, Merchandising
Education
University of California, Los Angeles 1999 — 2000
Communication Studies
Kent State University 1997 — 1999
Communications, Business/Corporate Communications
Association of Accredited Small Business Consultants® June 2015 - Present
Financial Services Consultant December 2012 - Present
OpportunityBusinesses.com June 2005 - Present
24HourGolf.com November 2013 - July 2015
ADCORvending.com February 2009 - November 2013
Consumer FIRST marketing firm June 2000 - February 2009
CollegeClub.com January 1997 - June 2000
Skills
Management, Personal Finance, General Insurance, Long Term Care Insurance, Investments, Mutual Funds, Tracking Budget Expenses, 529 Plans, 401k, Budgets, Sales Management, Non-profit Development, Management Consulting, Business Planning, Project Planning, Advertising, Fundraising, Direct Marketing, Marketing, Strategic Planning, New Business Development, Small Business, Entrepreneurship, Business Development, Negotiation, Training, Employee Training, Customer Service, Start-ups, Business Strategy, Sales, Program Management, Marketing Communications, Market Research, Strategy, Contract Negotiation, Online Marketing, Leadership Development, Public Speaking, Coaching, Consulting, Leadership, Team Building, Recruiting, Public Relations, Event Planning, Team Leadership, Account Management, Social Networking, Merchandising
Education
University of California, Los Angeles 1999 — 2000
Communication Studies
Kent State University 1997 — 1999
Communications, Business/Corporate Communications
Robert Schmid Robert Schmid's Financial Services Consultant Experience November 1992 - July 1997
Job Senior Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC March 2015 - Present
Promontory Financial Group, LLC July 2011 - Present
Fannie Mae February 2005 - February 2011
KPMG/BearingPoint August 1997 - February 2005
Financial Services Consultant November 1992 - July 1997
GE Capital Asset Management Corporation February 1991 - October 1992
Federal Deposit Insurance Corporation/Federal Home Loan Bank Board November 1984 - January 1991
Credit Suisse 1983 - 1984
U.S. Department of Labor 1980 - 1982
U.S. Senate Committee on Small Business & Entrepreneurship 1979 - 1980
Skills
Single-Family Loan..., Project Management, Government Contracting, Agency MBS, German, Swiss German, French, Proposal Writing, Real Estate Asset..., Multi-family, Supervisory Management, Regulatory Projects, Real Estate Asset..., Financial Workouts, Loan Guaranty Programs, Real Estate Due..., Trustee, Asset Management, Due Diligence, Financial Modeling, Foreclosures, Financial Risk, Enterprise Risk..., Credit Risk, Structured Finance, Mortgage Banking, Financial Analysis, Loss Mitigation, Loans, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Real Estate Economics, Financial Structuring, Fixed Income, Business Process..., Market Risk, Capital Markets, Finance, Loan Origination, Banking, Credit Analysis, Emerging Markets, Executive Management, Derivatives, Mortgage Servicing, Corporate Finance, Risk Management, Valuation, Mortgage Lending
Education
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Promontory Financial Group, LLC March 2015 - Present
Promontory Financial Group, LLC July 2011 - Present
Fannie Mae February 2005 - February 2011
KPMG/BearingPoint August 1997 - February 2005
Financial Services Consultant November 1992 - July 1997
GE Capital Asset Management Corporation February 1991 - October 1992
Federal Deposit Insurance Corporation/Federal Home Loan Bank Board November 1984 - January 1991
Credit Suisse 1983 - 1984
U.S. Department of Labor 1980 - 1982
U.S. Senate Committee on Small Business & Entrepreneurship 1979 - 1980
Skills
Single-Family Loan..., Project Management, Government Contracting, Agency MBS, German, Swiss German, French, Proposal Writing, Real Estate Asset..., Multi-family, Supervisory Management, Regulatory Projects, Real Estate Asset..., Financial Workouts, Loan Guaranty Programs, Real Estate Due..., Trustee, Asset Management, Due Diligence, Financial Modeling, Foreclosures, Financial Risk, Enterprise Risk..., Credit Risk, Structured Finance, Mortgage Banking, Financial Analysis, Loss Mitigation, Loans, Portfolio Management, Loan Servicing, Mergers & Acquisitions, Real Estate Economics, Financial Structuring, Fixed Income, Business Process..., Market Risk, Capital Markets, Finance, Loan Origination, Banking, Credit Analysis, Emerging Markets, Executive Management, Derivatives, Mortgage Servicing, Corporate Finance, Risk Management, Valuation, Mortgage Lending
Education
Georgetown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
Falgun Vithalani's Financial Services Consultant Experience April 2011 - December 2012
Job Consultant at Financial Services Consultant
Industry Financial Services
Experience
Consultant at Capital One January 2013 - Present
Financial Services Consultant April 2011 - December 2012
Financial Services Consultant June 2010 - April 2011
ICICI Bank Limited. August 2007 - June 2010
Stuart School Of Business March 2007 - August 2007
ICICI Bank Ltd, India May 2002 - August 2007
ICICI Capital Services 2000 - 2002
Emerson Power Solutions 1997 - 2000
Skills
Banking, Portfolio Management, Credit Risk, Relationship Management, Retail Banking, Investments, Financial Markets, Financial Modeling, Commercial Banking, Derivatives, Capital Markets, Wealth Management, Market Risk, Leadership, Credit, Team Management, Mutual Funds, Bonds, Investment Banking, Financial Risk, Private Banking, FX Options, Mortgage Lending, Equities, Fixed Income, Branch Banking, Financial Services, Risk Management, Credit Analysis, Core Banking
Education
CFA Institute 2006 — 2009
Completed in 2009, Financial Services
CAIA Association 2007 — 2008
CAIA, Chartered Alternative Investment Analyst
Illinois Institute of Technology 2006 — 2008
MS, Financial Markets
National Institute of Technology Surat 1993 — 1997
BE, Electrical
Consultant at Capital One January 2013 - Present
Financial Services Consultant April 2011 - December 2012
Financial Services Consultant June 2010 - April 2011
ICICI Bank Limited. August 2007 - June 2010
Stuart School Of Business March 2007 - August 2007
ICICI Bank Ltd, India May 2002 - August 2007
ICICI Capital Services 2000 - 2002
Emerson Power Solutions 1997 - 2000
Skills
Banking, Portfolio Management, Credit Risk, Relationship Management, Retail Banking, Investments, Financial Markets, Financial Modeling, Commercial Banking, Derivatives, Capital Markets, Wealth Management, Market Risk, Leadership, Credit, Team Management, Mutual Funds, Bonds, Investment Banking, Financial Risk, Private Banking, FX Options, Mortgage Lending, Equities, Fixed Income, Branch Banking, Financial Services, Risk Management, Credit Analysis, Core Banking
Education
CFA Institute 2006 — 2009
Completed in 2009, Financial Services
CAIA Association 2007 — 2008
CAIA, Chartered Alternative Investment Analyst
Illinois Institute of Technology 2006 — 2008
MS, Financial Markets
National Institute of Technology Surat 1993 — 1997
BE, Electrical
Dwayne Eady's Financial Services Consultant Experience October 2014 - Present
Job Principal Consultant as Financial Services Consultant
Industry Financial Services
Experience
The Tax Doctor December 2014 - Present
Financial Services Consultant October 2014 - Present
Covius February 2014 - Present
RR Donnelley Global Real Estate Services April 2011 - Present
RR Donnelley Global Real Estate Services November 2003 - May 2011
OfficeTiger January 2005 - September 2007
MortgageRamp September 2001 - January 2005
EquiBanc August 1998 - September 2001
National Mortgage Specialist 1991 - 1996
Anchor Savings Bank 1985 - 1988
Skills
Mortgage Lending, Credit Risk, Banking, Operations Management, Underwriting, Loan Origination, Budgets, Credit, Refinance, Mortgage Banking, Financial Services, Due Diligence, Management, Business Development, Loans, Sales, Residential Mortgages, Executive Management
Education
Sacred Heart University 1980 — 1982
San Diego State University-California State University 1977 — 1981
B.S., Business Administration
The Tax Doctor December 2014 - Present
Financial Services Consultant October 2014 - Present
Covius February 2014 - Present
RR Donnelley Global Real Estate Services April 2011 - Present
RR Donnelley Global Real Estate Services November 2003 - May 2011
OfficeTiger January 2005 - September 2007
MortgageRamp September 2001 - January 2005
EquiBanc August 1998 - September 2001
National Mortgage Specialist 1991 - 1996
Anchor Savings Bank 1985 - 1988
Skills
Mortgage Lending, Credit Risk, Banking, Operations Management, Underwriting, Loan Origination, Budgets, Credit, Refinance, Mortgage Banking, Financial Services, Due Diligence, Management, Business Development, Loans, Sales, Residential Mortgages, Executive Management
Education
Sacred Heart University 1980 — 1982
San Diego State University-California State University 1977 — 1981
B.S., Business Administration
Michelle Windsheimer's Financial Services Consultant Experience January 2008 - December 2008
Job Director of Operations at Medical Benefits Newtork, Inc.
Industry Information Technology and Services
Experience
Medical Benefits Newtork, Inc. December 2011 - Present
Benchmark Investments February 2011 - September 2012
Chartiers Valley School District September 2009 - December 2011
Financial Services Consultant January 2008 - December 2008
BISYS Fund Services May 2006 - May 2007
BISYS Fund Services, Inc. December 2004 - May 2006
BISYS Fund Services, Inc. December 2003 - December 2004
BISYS Fund Services February 2001 - December 2003
BISYS Fund Services, Inc. December 1997 - February 2001
BISYS Fund Services, Inc. November 1992 - December 1997
Skills
Process Improvement, SDLC, Analysis, Management, Business Requirements, Product Management, Executive Management, Business Analysis, Vendor Management, Risk Management, Operations Management, Project Management, Information Technology, Requirements Gathering, Software Documentation, Training, Relationship Management, Back Office, Education, Client Relations
Education
Robert Morris University 2007 — 2009
Master of Science, Business, Computer & Information Technology Education
Robert Morris University 1988 — 1992
Bachelor of Science, Computer Information Systems
Medical Benefits Newtork, Inc. December 2011 - Present
Benchmark Investments February 2011 - September 2012
Chartiers Valley School District September 2009 - December 2011
Financial Services Consultant January 2008 - December 2008
BISYS Fund Services May 2006 - May 2007
BISYS Fund Services, Inc. December 2004 - May 2006
BISYS Fund Services, Inc. December 2003 - December 2004
BISYS Fund Services February 2001 - December 2003
BISYS Fund Services, Inc. December 1997 - February 2001
BISYS Fund Services, Inc. November 1992 - December 1997
Skills
Process Improvement, SDLC, Analysis, Management, Business Requirements, Product Management, Executive Management, Business Analysis, Vendor Management, Risk Management, Operations Management, Project Management, Information Technology, Requirements Gathering, Software Documentation, Training, Relationship Management, Back Office, Education, Client Relations
Education
Robert Morris University 2007 — 2009
Master of Science, Business, Computer & Information Technology Education
Robert Morris University 1988 — 1992
Bachelor of Science, Computer Information Systems
Dino Sahrai, MBA's Financial Services Consultant Experience February 2012 - Present
Job Banking Operations, Loan Portfolio Management, Asset Management, Financial Consultant
Industry Financial Services
Experience
Financial Services Consultant February 2012 - Present
Federal Deposit Insurance Corporation June 2009 - January 2012
Chase March 2004 - January 2008
Century Mortgage Corporation May 2002 - February 2004
Alcoa January 2000 - October 2001
Scientific Atlanta August 1995 - January 2000
Chase February 1986 - July 1993
Skills
Loans, Banking, Credit, Financial Institutions..., Asset Management, Loan Modification, Loan portfolio, Asset, Internal Audit, Government Loans, Consumer Financial...
Education
University of Central Oklahoma
Master of Business Administration (M.B.A.), Business Administration
University of Central Oklahoma
Bachelor’s Degree, Business Management - Finance
Financial Services Consultant February 2012 - Present
Federal Deposit Insurance Corporation June 2009 - January 2012
Chase March 2004 - January 2008
Century Mortgage Corporation May 2002 - February 2004
Alcoa January 2000 - October 2001
Scientific Atlanta August 1995 - January 2000
Chase February 1986 - July 1993
Skills
Loans, Banking, Credit, Financial Institutions..., Asset Management, Loan Modification, Loan portfolio, Asset, Internal Audit, Government Loans, Consumer Financial...
Education
University of Central Oklahoma
Master of Business Administration (M.B.A.), Business Administration
University of Central Oklahoma
Bachelor’s Degree, Business Management - Finance
Lori Barnett's Financial Services Consultant Experience February 1997 - January 1998
Job Vice President Sales, CUnify at Open Solutions now part of Fiserv
Industry Financial Services
Experience
Fiserv April 2013 - Present
Open Solutions now part of Fiserv April 2012 - March 2013
Fiserv April 2008 - March 2012
AFTECH, subsidiary of Fiserv, Inc February 1998 - March 2008
Financial Services Consultant February 1997 - January 1998
Alabama Credit Union League April 1995 - January 1996
Indiana Credit Union League Services Corporation May 1990 - December 1994
Skills
Business Analysis, Credit Unions, Payments, Software Development, Integration, Business Planning, Sales Management, Strategy, Program Management, Contract Negotiation, Change Management, Management, Financial Services, Enterprise Software, Business Development, Banking, Analysis, CRM, Executive Management, Marketing, Product Development, Product Management, Project Planning, Sales, Training, Vendor Management
Education
Liberty University 1982 — 1986
BS, Business Administration and Computer Science, Post-Graduate
Fiserv April 2013 - Present
Open Solutions now part of Fiserv April 2012 - March 2013
Fiserv April 2008 - March 2012
AFTECH, subsidiary of Fiserv, Inc February 1998 - March 2008
Financial Services Consultant February 1997 - January 1998
Alabama Credit Union League April 1995 - January 1996
Indiana Credit Union League Services Corporation May 1990 - December 1994
Skills
Business Analysis, Credit Unions, Payments, Software Development, Integration, Business Planning, Sales Management, Strategy, Program Management, Contract Negotiation, Change Management, Management, Financial Services, Enterprise Software, Business Development, Banking, Analysis, CRM, Executive Management, Marketing, Product Development, Product Management, Project Planning, Sales, Training, Vendor Management
Education
Liberty University 1982 — 1986
BS, Business Administration and Computer Science, Post-Graduate
Russell Jack's Financial Services Consultant Experience February 2011 - December 2011
Job First Vice President at MFA Financial
Industry Investment Banking
Experience
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Peter Svendsen's Financial Services Consultant Experience January 2014 - Present
Job Financial Services Consultant
Industry Financial Services
Experience
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics
Financial Services Consultant January 2014 - Present
Stifel Nicolaus July 2010 - September 2013
Thomas Weisel Partners November 2005 - July 2010
Pacific Growth Equities January 1999 - November 2005
SUBA MFG Inc April 1991 - September 1998
California Federal Bank November 1989 - April 1991
First Interstate Bank of California February 1984 - November 1989
Skills
Equities, Institutional, Capital Markets, Equity Sales, Hedge Funds, Commercial Banking, Alternative Investments, Private Equity, Marketing Strategy, New Business Development, Marketing, Venture Capital, Mergers & Acquisitions, Investment Banking, CRM, Institutional Sales, Credit Analysis, ETFs, Angel Investing
Education
California State University-Chico
Bachelor's Degree, Finance, Economics