Financial Services Consulting

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Financial Services Consulting Employees

Employee
Years
Job
Industry
Rodney Newell Rodney Newell Greater New York City Area Details
Rodney Newell's Financial Services Consulting Experience August 1994 - April 2015
Job Lead Regulatory Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
Financial Services Consulting   August 1994 - April 2015
Credit Suisse LLC  April 2014 - August 2014
GE Capital Treasury  December 2013 - March 2014
NYS Teachers' Retirement System  September 2013 - December 2013
Royal Bank of Scotland  February 2011 - July 2011
Swiss Re Financial, Inc.   October 2007 - July 2009
Daiwa Securities  2004 - 2006
Deutsch Bank   April 1999 - August 2000

Skills
Accounting, Account Reconciliation, Equities, Securities, Financial Accounting, Investments, Options, Spreadsheets, Pivot Tables, GAAP, Financial Analysis

Education
St. Francis College   1985 — 2001
Bachelor of Science (B.S.), Accounting

St. Francis College   1986 — 1991
BS, Accounting

Jeff Tichy Jeff Tichy Cleveland/Akron, Ohio Area Details
Jeff Tichy's Financial Services Consulting Experience February 2013 - Present
Job Financial Operations Professional
Industry Hospital & Health Care
Experience
Financial Services Consulting   February 2013 - Present
Cleveland Clinic  July 2009 - February 2013
University Hospitals of Cleveland  1992 - 2009

Skills
Healthcare, Hospitals, Healthcare Management, Healthcare Information..., Strategic Planning, Nonprofits, Process Improvement, Fundraising, Budgets, Change Management, Revenue Cycle, Clinical Research, Data Analysis, Financial Analysis, Public Speaking, Nursing, EMR, Managed Care

Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance

John Lingo John Lingo Milford, Delaware Details
John Lingo's Financial Services Consulting Experience 2001 - 2003
Job Accountant at C & B Construction, Inc.
Industry Accounting
Experience
C & B Construction, Inc.   January 2015 - Present
Starkey & Company, P.A.   2010 - December 2014
Jefferson, Urian, Doane & Sterner, PA   2009 - 2010
Harbeson Deli   2003 - 2006
Financial Services Consulting   2001 - 2003
UPS Capital  2000 - 2001
Security First Network Bank  1999 - 2000
Synovus Financial Corporation  1996 - 1999
NatWest Bank  1995 - 1996
Advanta Corporation  1995 - 1995

Skills
QuickBooks, Tax, Accounting, Financial Reporting, Tax Preparation, Small Business, Income Tax, Corporate Tax, General Ledger, Tax Research, Sales Tax, Financial Statements, Tax Returns, CPA, GAAP

Education
East Carolina University
Bachelor of Arts, Music Education and Music Therapy

Wilmington College
MBA, Business Administration

Angel M Rios Angel M Rios Greater New York City Area Details
Angel M Rios's Financial Services Consulting Experience January 2012 - January 2014
Job Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
MUFG - Union Bank, N.A.   July 2012 - Present
Financial Services Consulting   January 2012 - January 2014
EduNurse, Inc.   2009 - 2013
IDB Bank  March 2010 - January 2012
Citibank, International Personal Banking Group   January 2008 - March 2010
Banco de Chile, NY   November 2005 - December 2007
Market Resolve, LLC   January 2002 - October 2005
JP Morgan - Chase  August 2000 - December 2001
J.P. Morgan, Mexico City, Mexico   July 1998 - July 2000
JP Morgan Securities, Inc  January 1992 - June 1998

Skills
Banking, Budgets, Business Planning, Business Process..., Capital Markets, Corporate Finance, Cross-functional Team..., Customer Service, Finance, Financial Risk, Financial Services, Investment Banking, Leadership, Management, Operations Management, Project Management, Risk Management, Securities, Strategy

Education
Pace University - Lubin School of Business   1977 — 1980
Business Management

Pace University: BBA
BBA, Marketing Management

Michelle Prescott Michelle Prescott Orange County, California Area Details
Michelle Prescott's Financial Services Consulting Experience July 1999 - February 2005
Job Attorney at Wesierski & Zurek
Industry Law Practice
Experience
Wesierski & Zurek  October 2013 - Present
Don Roberto Jewelers  September 2011 - October 2013
Prescott Law   December 2010 - October 2013
Oswald & Yap  October 2008 - February 2010
Meridith Capital Group   August 2005 - May 2008
Wesierski & Zurek LLP   February 2005 - August 2005
Financial Services Consulting   July 1999 - February 2005
Vogt & Resnick   January 1994 - June 1999
Jones, Day  September 1991 - October 1993

Skills
Litigation, Legal Writing, Legal Research, Corporate Law, Employment Law, Personal Injury, Commercial Litigation, Intellectual Property, Legal Compliance, Human Resources, Appeals, Westlaw

Education
Chapman University, School of Law
J.D., Law

University of California, Irvine
B.A., Political Science & Anthropology

Julie Hanamura Julie Hanamura San Francisco Bay Area Details
Julie Hanamura's Financial Services Consulting Experience October 2008 - June 2010
Job COO at MomsRising
Industry Nonprofit Organization Management
Experience
MomsRising   July 2009 - Present
Financial Services Consulting   October 2008 - June 2010
Greater Bay Bank N.A.   January 1998 - April 2008
Solutions for Management   March 1992 - August 1997
Financial Center Bank   April 1983 - April 1992

Education
Golden Gate University   2009 — 2012
Master of Public Administration (MPA)

University of California, Berkeley   1974 — 1978

Jay Lingle Jay Lingle Florence, South Carolina Area Details
Jay Lingle's Financial Services Consulting Experience February 2008 - Present
Job President at iFinancial Insurance Group
Industry Financial Services
Experience
First Reliance Bank  January 2010 - Present
iFinancial Insurance Group   January 2010 - Present
iFinancial Center   December 2009 - Present
Financial Services Consulting   February 2008 - Present
Interstate National Dealer Services   June 2008 - February 2009
Prime Rate Premium Finance Corp   January 1984 - January 2008

Skills
Strategic Planning, Business Planning, Operations Management, Budgeting, Financial Analysis, New Business Development, Mergers, Business Strategy, Financial Reporting, Budgets, Change Management, Mergers & Acquisitions, Sales Management, Leadership, Business Development, Risk Management, Sales, Process Improvement, Start-ups, Coaching, Team Building, Customer Service, Finance, Negotiation, Marketing Strategy, Team Leadership, Insurance, Executive Management, Pricing, Project Planning, Small Business, Training, Banking, Credit, Strategy, Contract Negotiation, Leadership Development, Entrepreneurship

Education
Clemson University   1971 — 1975
BS, Accounting

Clemson University   1971 — 1975
BS in Accounting, Accounting

Alexander Sorensen Alexander Sorensen Greater Los Angeles Area Details
Alexander Sorensen's Financial Services Consulting Experience January 2009 - Present
Job Venture Capital & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Financial Services Consulting   January 2009 - Present
USBX Inc   October 2007 - December 2007
Navigant Consulting  October 2006 - May 2007
Wedbush Morgan Securities  July 2005 - June 2006

Skills
Private Equity, Venture Capital, Business Strategy, Start-ups, Mergers, Due Diligence, Financial Modeling, Entrepreneurship, Investments, Valuation, Strategic Planning, Corporate Finance, Financial Analysis, New Business Development, Business Development

Education
University of California, Berkeley
Bachelor of Arts, Molecular Biology/Biochemistry & Economics

florence rubenfeld florence rubenfeld Greater New York City Area Details
florence rubenfeld's Financial Services Consulting Experience January 1986 - January 1990
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
National Institute for the Psychotherapies  January 2009 - Present
Workmen's Circle/Arbeter Ring   2006 - 2008
Six Stops on the #6   September 2000 - June 2005
The Workmen's   June 2000 - January 2005
New York-Presbyterian Hospital / Weill Medical College of Cornell University   January 1991 - January 1993
Financial Services Consulting   January 1986 - January 1990
Privatbanken   January 1981 - January 1986
John Lucht Consultancy   January 1980 - January 1981

Skills
Organizational..., major gifts, Fundraising, Change Management

Education
University of Iowa   1973 — 1975
Master of Fine Arts, Iowa Writers' Workshop

Goddard College   1970 — 1973
Bachelor of Arts, English / Writing

American Institute of Banking

NYU Graduate School of Business Administration

Pamela Horan Pamela Horan Sacramento, California Area Details
Pamela Horan's Financial Services Consulting Experience September 2011 - Present
Job Seniorlevel NonProfit Director
Industry Nonprofit Organization Management
Experience
Financial Services Consulting   September 2011 - Present
California State Railroad Museum Foundation  October 2002 - March 2010
St. Hope Corporation   2001 - 2002
Congregation Emanu-El  1998 - 2000

Skills
Fund Accounting, Grant Administration, Strategic Planning, Internal Controls, Chart of Accounts, Financial Reporting, Statement Review, Auditing, Compliance, Investments, Fixed Asset Management, Capital Improvements, Return On Investment..., Contract Review, Contract Negotiation, Budgeting/Expense..., Banking, Payroll, General Ledger, Accounts Payable, Accounts Receivable, Risk Management, Insurance, Inventory, Cost Control

Education
Golden Gate University
MBA, Accounting

San Francisco State University
BA, Health Education