First Capital
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First Capital Employees
Employee
Years
Job
Industry
Suzanne Kretschmer Suzanne Kretschmer's First Capital Experience January 1989 - March 2008
Job Director, Grades of Green
Industry Environmental Services
Experience
Grades of Green 2008 - Present
First Capital January 1989 - March 2008
Triad Publishing September 1987 - January 1989
Della Femina, Travisano and Partners January 1985 - September 1987
Skills
Non-profits, Event Planning, Public Speaking, Event Management, Sustainability, Social Media, Community Outreach, Nonprofits, Social Networking, Press Releases, Recycling, Fundraising, Public Relations, Blogging, Microsoft Office, Volunteer Management, Strategic Planning, Entrepreneurship, Leadership, Advertising, Media Relations, Community Development, Facebook, Management, Social Media Marketing, Marketing
Education
University of California, Santa Barbara 1981 — 1985
Communications
Grades of Green 2008 - Present
First Capital January 1989 - March 2008
Triad Publishing September 1987 - January 1989
Della Femina, Travisano and Partners January 1985 - September 1987
Skills
Non-profits, Event Planning, Public Speaking, Event Management, Sustainability, Social Media, Community Outreach, Nonprofits, Social Networking, Press Releases, Recycling, Fundraising, Public Relations, Blogging, Microsoft Office, Volunteer Management, Strategic Planning, Entrepreneurship, Leadership, Advertising, Media Relations, Community Development, Facebook, Management, Social Media Marketing, Marketing
Education
University of California, Santa Barbara 1981 — 1985
Communications
Neil Wolfe Neil Wolfe's First Capital Experience 2010 - 2011
Job Vice President, Account Executive at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank April 2014 - Present
Bibby Financial Services 2011 - April 2014
First Capital 2010 - 2011
Newtek Business Services - Business Credit Division 2008 - 2010
Access Capital 2007 - 2008
Newtek Business Services - Business Lending Division 2006 - 2007
Newtek Business Services - Business Lending Division 2003 - 2006
Corporate Resolutions 2001 - 2003
Skills
Commercial Lending, Asset Based Lending, Factoring, Underwriting, New Business Development, Sales Management, Restructuring, Portfolio Management, Operations Management, Business Acquisition..., Investments, Small Business, Financial Services, Loans, Credit, Relationship Management, Finance, Structured Finance, Financial Structuring, Financial Risk, Executive Management, Small Business Lending, Due Diligence
Education
American Institute of Banking
Diploma, Commercial Lending
Hofstra University
BBA, International Business
Sterling National Bank April 2014 - Present
Bibby Financial Services 2011 - April 2014
First Capital 2010 - 2011
Newtek Business Services - Business Credit Division 2008 - 2010
Access Capital 2007 - 2008
Newtek Business Services - Business Lending Division 2006 - 2007
Newtek Business Services - Business Lending Division 2003 - 2006
Corporate Resolutions 2001 - 2003
Skills
Commercial Lending, Asset Based Lending, Factoring, Underwriting, New Business Development, Sales Management, Restructuring, Portfolio Management, Operations Management, Business Acquisition..., Investments, Small Business, Financial Services, Loans, Credit, Relationship Management, Finance, Structured Finance, Financial Structuring, Financial Risk, Executive Management, Small Business Lending, Due Diligence
Education
American Institute of Banking
Diploma, Commercial Lending
Hofstra University
BBA, International Business
Thomas Amoruso Thomas Amoruso's First Capital Experience 2014 - Present
Job Loan Officer at First Capital
Industry Banking
Experience
First Capital 2014 - Present
Prospect Mortgage, LLC December 2013 - 2014
Wells Fargo Home Mortgage July 2012 - 2013
First Mortgage Corporation August 2009 - January 2012
Wells Fargo Home Mortgage January 2001 - August 2009
Skills
Mortgage Lending, Loans, Financial Structuring, VA loans, FHA, Refinance, FHA financing, Government Loans, Mortgage Banking, Loan Origination, Mortgage Underwriting, USDA, Residential Mortgages, First Time Home Buyers, VA Loans, FHA Financing
Education
American River College
James Marshall High School
First Capital 2014 - Present
Prospect Mortgage, LLC December 2013 - 2014
Wells Fargo Home Mortgage July 2012 - 2013
First Mortgage Corporation August 2009 - January 2012
Wells Fargo Home Mortgage January 2001 - August 2009
Skills
Mortgage Lending, Loans, Financial Structuring, VA loans, FHA, Refinance, FHA financing, Government Loans, Mortgage Banking, Loan Origination, Mortgage Underwriting, USDA, Residential Mortgages, First Time Home Buyers, VA Loans, FHA Financing
Education
American River College
James Marshall High School
Jason Stewart Jason Stewart's First Capital Experience August 2014 - April 2015
Job Senior Vice President/Senior Business Development Officer at PNC Business Credit
Industry Financial Services
Experience
PNC Business Credit June 2015 - Present
Twin Creeks Capital Advisors, LLC May 2015 - June 2015
First Capital August 2014 - April 2015
SunTrust Robinson Humphrey July 2011 - 2014
Enerven Compression March 2010 - June 2011
CIT Energy April 2008 - March 2010
CIT Commercial & Industrial July 2005 - April 2008
Themis Capital Corporation January 2002 - July 2005
Skills
Asset Based Lending, Leveraged Finance, Deal Structuring, Underwriting, Portfolio Management, Loan Origination, Private Equity, Negotiation, Mergers, Banking, Recapitalizations, Commercial Lending, Restructuring, Working Capital..., Credit, Finance, Mergers & Acquisitions, Loans, Capital, Syndications, Cash Flow, Commercial Banking, Funding, Structured Finance, Corporate Finance, Financial Structuring, LBO, Credit Analysis, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Colorado State University 1986 — 1990
Bachelor Science, Accounting
PNC Business Credit June 2015 - Present
Twin Creeks Capital Advisors, LLC May 2015 - June 2015
First Capital August 2014 - April 2015
SunTrust Robinson Humphrey July 2011 - 2014
Enerven Compression March 2010 - June 2011
CIT Energy April 2008 - March 2010
CIT Commercial & Industrial July 2005 - April 2008
Themis Capital Corporation January 2002 - July 2005
Skills
Asset Based Lending, Leveraged Finance, Deal Structuring, Underwriting, Portfolio Management, Loan Origination, Private Equity, Negotiation, Mergers, Banking, Recapitalizations, Commercial Lending, Restructuring, Working Capital..., Credit, Finance, Mergers & Acquisitions, Loans, Capital, Syndications, Cash Flow, Commercial Banking, Funding, Structured Finance, Corporate Finance, Financial Structuring, LBO, Credit Analysis, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Colorado State University 1986 — 1990
Bachelor Science, Accounting
Angelique Morton Angelique Morton's First Capital Experience February 2005 - December 2007
Job JV Accountant Devon Energy
Industry Oil & Energy
Experience
Devon Energy August 2014 - Present
Continental Resources, Inc January 2012 - August 2014
First Capital February 2005 - December 2007
CMP Corporation April 2001 - February 2005
Skills
Accounting, General Ledger, Account Reconciliation, SAP, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Natural Gas, Accruals, Customer Service, Data Analysis, Microsoft Office, Accounts Payable
Education
University of Central Oklahoma 2006 — 2011
2011, Finance, General
Devon Energy August 2014 - Present
Continental Resources, Inc January 2012 - August 2014
First Capital February 2005 - December 2007
CMP Corporation April 2001 - February 2005
Skills
Accounting, General Ledger, Account Reconciliation, SAP, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Natural Gas, Accruals, Customer Service, Data Analysis, Microsoft Office, Accounts Payable
Education
University of Central Oklahoma 2006 — 2011
2011, Finance, General
Sean Spring's First Capital Experience March 2014 - May 2015
Job Senior Vice President at Ares Management
Industry Banking
Experience
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Dylan Walter Dylan Walter's First Capital Experience August 2009 - February 2012
Job Senior ABL Field Examiner at LCG Advisors
Industry Accounting
Experience
LCG Advisors November 2014 - Present
Freed Maxick CPAs, P.C. April 2012 - October 2014
First Capital August 2009 - February 2012
Cole & Reed, P.C. June 2008 - June 2009
Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Internal Controls, General Ledger, Financial Modeling, Due Diligence, Banking, Corporate Finance, Tax, Finance, Accounts Receivable, Financial Audits
Education
University of Oklahoma 2003 — 2008
Accounting, Accounting & Finance
Norman High School 1999 — 2003
University of Central Oklahoma
LCG Advisors November 2014 - Present
Freed Maxick CPAs, P.C. April 2012 - October 2014
First Capital August 2009 - February 2012
Cole & Reed, P.C. June 2008 - June 2009
Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Internal Controls, General Ledger, Financial Modeling, Due Diligence, Banking, Corporate Finance, Tax, Finance, Accounts Receivable, Financial Audits
Education
University of Oklahoma 2003 — 2008
Accounting, Accounting & Finance
Norman High School 1999 — 2003
University of Central Oklahoma
Christopher Gouskos's First Capital Experience April 2012 - January 2014
Job Corporate and Commercial Finance Executive
Industry Financial Services
Experience
White Oak Global Advisors September 2015 - Present
Salus Capital Partners January 2014 - May 2015
First Capital April 2012 - January 2014
Gateway, LLC January 2012 - March 2012
Focus Management Group USA, Inc. October 2008 - December 2011
Gateway, LLC. January 2008 - September 2008
Countrywide Financial December 2005 - December 2007
GE Money April 2004 - December 2005
Textron Financial October 2000 - April 2004
Conseco Finance November 1996 - August 2000
Skills
Due Diligence, Strategy, Restructuring, Banking, Budgets, Business Development, Asset Based Lending, Loans, Credit, Mergers, Strategic Planning, Finance, Executive Management, Leadership, Mergers & Acquisitions, Start-ups, Business Strategy, Sales Management, Asset Management, Financial Modeling, Management Consulting, Corporate Finance, Commercial Lending, Private Equity, Credit Analysis, Turn Around Management, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Funding, Middle Market, Financial Structuring, P&L Management, Strategic Planning, Margin Improvement /..., Sales and Operational..., High-Level Client..., Team Building, Staff..., Forecasting, Strategic Financial..., P&L Management, Management, Cash Management, Start-ups / Mergers /..., Budgeting and..., Geographic Market..., Structured Finance, Entrepreneurship, Valuation
Education
Iowa State University 1980 — 1985
bba, accounting
White Oak Global Advisors September 2015 - Present
Salus Capital Partners January 2014 - May 2015
First Capital April 2012 - January 2014
Gateway, LLC January 2012 - March 2012
Focus Management Group USA, Inc. October 2008 - December 2011
Gateway, LLC. January 2008 - September 2008
Countrywide Financial December 2005 - December 2007
GE Money April 2004 - December 2005
Textron Financial October 2000 - April 2004
Conseco Finance November 1996 - August 2000
Skills
Due Diligence, Strategy, Restructuring, Banking, Budgets, Business Development, Asset Based Lending, Loans, Credit, Mergers, Strategic Planning, Finance, Executive Management, Leadership, Mergers & Acquisitions, Start-ups, Business Strategy, Sales Management, Asset Management, Financial Modeling, Management Consulting, Corporate Finance, Commercial Lending, Private Equity, Credit Analysis, Turn Around Management, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Funding, Middle Market, Financial Structuring, P&L Management, Strategic Planning, Margin Improvement /..., Sales and Operational..., High-Level Client..., Team Building, Staff..., Forecasting, Strategic Financial..., P&L Management, Management, Cash Management, Start-ups / Mergers /..., Budgeting and..., Geographic Market..., Structured Finance, Entrepreneurship, Valuation
Education
Iowa State University 1980 — 1985
bba, accounting
Minhaj Rafik Minhaj Rafik's First Capital Experience May 2009 - July 2014
Job Senior Associate, Stinnett & Associates | Business Process Improvement | Internal Audit | SOX
Industry Management Consulting
Experience
Stinnett & Associates July 2014 - Present
First Capital May 2009 - July 2014
Skills
Auditing, Accounting, Finance, Account Reconciliation, General Ledger, Financial Analysis, Management, Analysis, Financial Statements, Asset Based Lending, Credit Analysis, Journal Entries, Internal Audit, Risks and Controls
Education
Oklahoma City University 2001 — 2004
Master of Business Administration (MBA), Finance, General
University of Mumbai 1996 — 2000
Bachelor of Commerce (B.Com.), Accounting
Stinnett & Associates July 2014 - Present
First Capital May 2009 - July 2014
Skills
Auditing, Accounting, Finance, Account Reconciliation, General Ledger, Financial Analysis, Management, Analysis, Financial Statements, Asset Based Lending, Credit Analysis, Journal Entries, Internal Audit, Risks and Controls
Education
Oklahoma City University 2001 — 2004
Master of Business Administration (MBA), Finance, General
University of Mumbai 1996 — 2000
Bachelor of Commerce (B.Com.), Accounting
Betty McDaniel Betty McDaniel's First Capital Experience February 2002 - February 2013
Job Licensed Massage Therapist at Simply Therapeutic Massage
Industry
Experience
Simply Therapeutic Massage February 2010 - Present
First Capital February 2002 - February 2013
Skills
Spa, Customer Service, Therapeutic Massage
Education
Praxis College
Associate's degree of Massage, Massage Therapy/Therapeutic Massage
Rose State College
Associate of Science (AS), Nursing Science
Simply Therapeutic Massage February 2010 - Present
First Capital February 2002 - February 2013
Skills
Spa, Customer Service, Therapeutic Massage
Education
Praxis College
Associate's degree of Massage, Massage Therapy/Therapeutic Massage
Rose State College
Associate of Science (AS), Nursing Science
Jeremy Thurston Jeremy Thurston's First Capital Experience July 2007 - May 2011
Job Contractor on assignment for IBM on Location at Hertz
Industry Information Technology and Services
Experience
ITS Staffing May 2015 - Present
IDEX Corporation February 2013 - May 2015
Graymark Healthcare May 2011 - November 2012
First Capital July 2007 - May 2011
US Employees OC FCU February 2004 - July 2007
Cox Communications August 2001 - February 2004
Skills
Terminal Server, Network Design, VPN, Windows Server, Network Administration, Active Directory, Sonicwall, Servers, Disaster Recovery, Group Policy, Technical Support, Virtualization, Networking, System Administration, SharePoint, Windows 7, Troubleshooting, Management, Help Desk Support
Education
Moore Norman Technology Center 2001 — 2002
A+, N+, MCTIP, Information Technology
ITS Staffing May 2015 - Present
IDEX Corporation February 2013 - May 2015
Graymark Healthcare May 2011 - November 2012
First Capital July 2007 - May 2011
US Employees OC FCU February 2004 - July 2007
Cox Communications August 2001 - February 2004
Skills
Terminal Server, Network Design, VPN, Windows Server, Network Administration, Active Directory, Sonicwall, Servers, Disaster Recovery, Group Policy, Technical Support, Virtualization, Networking, System Administration, SharePoint, Windows 7, Troubleshooting, Management, Help Desk Support
Education
Moore Norman Technology Center 2001 — 2002
A+, N+, MCTIP, Information Technology
Paul Shea's First Capital Experience September 2004 - January 2005
Job Senior Mortgage Advisor at Sage Bank
Industry Financial Services
Experience
Sage Bank July 2013 - Present
Omega Mortgage/Division of Lowell Bank August 2008 - July 2013
Mortgage Options of America August 2007 - July 2008
Cross Country Lenders March 2006 - July 2007
Lighthouse Mortgage February 2005 - February 2006
First Capital September 2004 - January 2005
Loansnap.com February 2004 - August 2004
Liquid Lunch Productions February 2003 - January 2004
SYSCO Foods July 2000 - November 2002
NECN January 1998 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, Loan Origination, VA loans, Loans, USDA
Education
Boston College 1991 — 1995
BA, English Lit
St. Sebastian's Country Day 1986 — 1991
High School
Sage Bank July 2013 - Present
Omega Mortgage/Division of Lowell Bank August 2008 - July 2013
Mortgage Options of America August 2007 - July 2008
Cross Country Lenders March 2006 - July 2007
Lighthouse Mortgage February 2005 - February 2006
First Capital September 2004 - January 2005
Loansnap.com February 2004 - August 2004
Liquid Lunch Productions February 2003 - January 2004
SYSCO Foods July 2000 - November 2002
NECN January 1998 - August 2000
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, Loan Origination, VA loans, Loans, USDA
Education
Boston College 1991 — 1995
BA, English Lit
St. Sebastian's Country Day 1986 — 1991
High School
Harry Novak Harry Novak's First Capital Experience July 2012 - April 2015
Job Principal at H.I.G. WhiteHorse Direct Lending Group $10mm$100mm transaction size HRNovak@higwhitehorse.com
Industry Financial Services
Experience
H.I.G. WhiteHorse Direct Lending Group July 2015 - Present
First Capital July 2012 - April 2015
Buccino & Associates, Inc. 2002 - July 2012
Laux & Company 2000 - 2002
Gibson-Homans Company 1999 - 2000
Gibson-Homans Company 1989 - 1999
Golenberg & Associates 1987 - 1989
Heller Financial 1974 - 1987
Skills
Asset Based Lending, Business Loans, Loan Refinancings, Business Strategy, Business Management, Commercial Lending, Corporate Finance, Organizational..., Executive Management, Restructuring, Mergers, Business Acquisition, Business Valuations, Loans, Business Valuation, Refinancings, Mergers & Acquisitions, Turn Around Management, Due Diligence, Factoring, Management, Credit Analysis, Funding, Commercial Finance, Financial Analysis, Leveraged Finance, Banking, Middle Market, Private Equity, Debt Restructuring, Valuation, Portfolio Management, Financial Structuring, Credit, Structured Finance, Investment Banking, Recapitalizations, Financial Modeling, Cash Flow Lending, Cash Flow, Private Placements, Venture Capital, Commercial Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Finance
MacMurray College 1969 — 1973
B.S., Economics / Business
Chicago Vocational HS 1965 — 1969
Architectural Drafting
H.I.G. WhiteHorse Direct Lending Group July 2015 - Present
First Capital July 2012 - April 2015
Buccino & Associates, Inc. 2002 - July 2012
Laux & Company 2000 - 2002
Gibson-Homans Company 1999 - 2000
Gibson-Homans Company 1989 - 1999
Golenberg & Associates 1987 - 1989
Heller Financial 1974 - 1987
Skills
Asset Based Lending, Business Loans, Loan Refinancings, Business Strategy, Business Management, Commercial Lending, Corporate Finance, Organizational..., Executive Management, Restructuring, Mergers, Business Acquisition, Business Valuations, Loans, Business Valuation, Refinancings, Mergers & Acquisitions, Turn Around Management, Due Diligence, Factoring, Management, Credit Analysis, Funding, Commercial Finance, Financial Analysis, Leveraged Finance, Banking, Middle Market, Private Equity, Debt Restructuring, Valuation, Portfolio Management, Financial Structuring, Credit, Structured Finance, Investment Banking, Recapitalizations, Financial Modeling, Cash Flow Lending, Cash Flow, Private Placements, Venture Capital, Commercial Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Finance
MacMurray College 1969 — 1973
B.S., Economics / Business
Chicago Vocational HS 1965 — 1969
Architectural Drafting
Steve Wellman Steve Wellman's First Capital Experience February 2000 - July 2004
Job Sales Manager at Emery Federal Credit Union
Industry Financial Services
Experience
Emery Federal Credit Union November 2012 - Present
Waterstone Mortgage Corporation August 2011 - November 2012
Wells Fargo May 2008 - July 2011
Suburban Home Mortgage August 2004 - April 2008
First Capital February 2000 - July 2004
Skills
Sales, FHA, Mortgage Lending, FHA financing, Mortgage Banking, Loans, Negotiation
Education
University of Iowa
Bachelor of Arts (B.A.), Finance
Emery Federal Credit Union November 2012 - Present
Waterstone Mortgage Corporation August 2011 - November 2012
Wells Fargo May 2008 - July 2011
Suburban Home Mortgage August 2004 - April 2008
First Capital February 2000 - July 2004
Skills
Sales, FHA, Mortgage Lending, FHA financing, Mortgage Banking, Loans, Negotiation
Education
University of Iowa
Bachelor of Arts (B.A.), Finance
Beth Zalusky Beth Zalusky's First Capital Experience January 2007 - March 2008
Job Business Owner, Independent Consultant, ThirtyOne Gifts
Industry Consumer Goods
Experience
Thirty-One Gifts December 2012 - Present
First Capital January 2007 - March 2008
Education
University of South Florida 1998 — 2000
BS, Business
Thirty-One Gifts December 2012 - Present
First Capital January 2007 - March 2008
Education
University of South Florida 1998 — 2000
BS, Business
Trevor Townsend Trevor Townsend's First Capital Experience December 2012 - March 2014
Job VP, Senior Credit Analyst at GE Capital CDF Marine
Industry Banking
Experience
GE Capital CDF Marine August 2014 - Present
First Capital December 2012 - March 2014
Bank of America Merrill Lynch May 2011 - May 2012
Bank of America Business Capital February 2006 - April 2011
Bank of America 2006 - April 2011
LaSalle Bank 2006 - 2008
Harris Bank March 1996 - February 2006
Transamerica 1992 - 1996
Skills
Commercial Banking, Loans, Credit, Lines Of Credit, Commercial Credit, Commercial Lending, Term Loans, Treasury Services, Middle Market, Small Business Lending, Merchant Services, Cross Selling, Treasury Management, Credit Facilities, Asset Based Lending, Credit Risk, Finance, Structured Finance, Working Capital...
Education
University of Arizona 1987 — 1991
Finance/Accounting
GE Capital CDF Marine August 2014 - Present
First Capital December 2012 - March 2014
Bank of America Merrill Lynch May 2011 - May 2012
Bank of America Business Capital February 2006 - April 2011
Bank of America 2006 - April 2011
LaSalle Bank 2006 - 2008
Harris Bank March 1996 - February 2006
Transamerica 1992 - 1996
Skills
Commercial Banking, Loans, Credit, Lines Of Credit, Commercial Credit, Commercial Lending, Term Loans, Treasury Services, Middle Market, Small Business Lending, Merchant Services, Cross Selling, Treasury Management, Credit Facilities, Asset Based Lending, Credit Risk, Finance, Structured Finance, Working Capital...
Education
University of Arizona 1987 — 1991
Finance/Accounting
Matt Simon Matt Simon's First Capital Experience June 2003 - September 2012
Job Sr. Vice President, Marketing Officer at Marquette Business Credit
Industry Financial Services
Experience
Marquette Business Credit September 2012 - Present
First Capital June 2003 - September 2012
Guaranty Business Credit November 2000 - May 2003
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Loans, Factoring, Investment Banking, Loan Origination, Credit, Funding, Working Capital..., Middle Market, Financial Structuring, Finance, Credit Risk, Credit Analysis, Private Equity, Banking, Commercial Banking, Structured Finance, Underwriting, Restructuring, Cash Flow Lending, Mergers & Acquisitions, Portfolio Management, Cash Flow, Business Development, Trade Finance, Corporate Finance, Small Business Lending, Lines Of Credit
Education
The University of Georgia 1983 — 1988
BBA, Finance
Marquette Business Credit September 2012 - Present
First Capital June 2003 - September 2012
Guaranty Business Credit November 2000 - May 2003
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Loans, Factoring, Investment Banking, Loan Origination, Credit, Funding, Working Capital..., Middle Market, Financial Structuring, Finance, Credit Risk, Credit Analysis, Private Equity, Banking, Commercial Banking, Structured Finance, Underwriting, Restructuring, Cash Flow Lending, Mergers & Acquisitions, Portfolio Management, Cash Flow, Business Development, Trade Finance, Corporate Finance, Small Business Lending, Lines Of Credit
Education
The University of Georgia 1983 — 1988
BBA, Finance
Chris Collins Chris Collins's First Capital Experience March 2008 - September 2013
Job Asset Based Lending / Working Capital Finance / Factoring / Accounts Receivable Management / Purchase Order
Industry Financial Services
Experience
LSQ Funding Group September 2013 - Present
First Capital March 2008 - September 2013
Decision One Mortgage member of HSBC April 2002 - December 2007
Fremont Investment and Loan October 2001 - April 2002
Indy Mac Bank 2000 - 2001
Fleet Finance March 1993 - September 1996
Skills
Asset Based Lending, Factoring, Commercial Lending, Commercial Finance, Loans, Funding, Financial Analysis, Lines Of Credit, Working Capital..., Credit, New Business Development, Debt, Middle Market
Education
Oklahoma State University 1988 — 1992
B.S., Finance
LSQ Funding Group September 2013 - Present
First Capital March 2008 - September 2013
Decision One Mortgage member of HSBC April 2002 - December 2007
Fremont Investment and Loan October 2001 - April 2002
Indy Mac Bank 2000 - 2001
Fleet Finance March 1993 - September 1996
Skills
Asset Based Lending, Factoring, Commercial Lending, Commercial Finance, Loans, Funding, Financial Analysis, Lines Of Credit, Working Capital..., Credit, New Business Development, Debt, Middle Market
Education
Oklahoma State University 1988 — 1992
B.S., Finance
Beth Page Beth Page's First Capital Experience 2014 - 2015
Job Principal at Ares Management LLC
Industry Financial Services
Experience
Ares Management LLC 2015 - Present
First Capital 2014 - 2015
Celtic Capital Corporation 2011 - 2013
Citibank 2010 - 2011
The Riverside Company 2006 - 2010
Merrill Lynch Capital 2004 - 2006
Education
State University of New York at Buffalo - School of Management
BS, MBA, Business Administration
Ares Management LLC 2015 - Present
First Capital 2014 - 2015
Celtic Capital Corporation 2011 - 2013
Citibank 2010 - 2011
The Riverside Company 2006 - 2010
Merrill Lynch Capital 2004 - 2006
Education
State University of New York at Buffalo - School of Management
BS, MBA, Business Administration
Jonathan Johnson Jonathan Johnson's First Capital Experience February 2006 - Present
Job Creative Internet Marketing with Streamline Results, Inc.
Industry Marketing and Advertising
Experience
Streamline Results, Inc. March 2011 - Present
Johnson Kicking June 2008 - Present
First Capital February 2006 - Present
Softline Solutions December 2010 - March 2012
Skills
Search Engine..., Pay Per Click, Affiliate Marketing, Web Development, Personal Training, Sales Management, Sales, SEO, PPC, Marketing, Google Analytics, Online Marketing, Social Media Marketing, B2B, Facebook, Marketing Management, Web Design, WordPress, Social Media, SEM, YouTube, Social Networking, Salesforce.com, Email Marketing, Strategy, Web Marketing, Blogging, Google Webmaster Tools, Lead Generation, Brand Development, Online Advertising, Digital Marketing, Google Adwords, Mobile Marketing, Direct Marketing, Mobile Devices, Web Analytics, E-commerce, Entrepreneurship, Digital Strategy, Online Lead Generation, B2B Marketing, Website Development, Marketing Strategy, Management, Advertising, Marketing Communications, Leadership, Event Planning
Education
Arizona State University 2006 — 2009
B.A, Business Management
College of the Canyons 2005 — 2006
Associate's Degree, Business/Commerce, General
Ventura College 2004 — 2005
Associate's Degree, General Studies
Streamline Results, Inc. March 2011 - Present
Johnson Kicking June 2008 - Present
First Capital February 2006 - Present
Softline Solutions December 2010 - March 2012
Skills
Search Engine..., Pay Per Click, Affiliate Marketing, Web Development, Personal Training, Sales Management, Sales, SEO, PPC, Marketing, Google Analytics, Online Marketing, Social Media Marketing, B2B, Facebook, Marketing Management, Web Design, WordPress, Social Media, SEM, YouTube, Social Networking, Salesforce.com, Email Marketing, Strategy, Web Marketing, Blogging, Google Webmaster Tools, Lead Generation, Brand Development, Online Advertising, Digital Marketing, Google Adwords, Mobile Marketing, Direct Marketing, Mobile Devices, Web Analytics, E-commerce, Entrepreneurship, Digital Strategy, Online Lead Generation, B2B Marketing, Website Development, Marketing Strategy, Management, Advertising, Marketing Communications, Leadership, Event Planning
Education
Arizona State University 2006 — 2009
B.A, Business Management
College of the Canyons 2005 — 2006
Associate's Degree, Business/Commerce, General
Ventura College 2004 — 2005
Associate's Degree, General Studies
Tony Brown's First Capital Experience April 2007 - July 2009
Job International trade and finance executive
Industry Financial Services
Experience
The Trade Advisory July 2009 - Present
Bibby Financial Services January 2013 - January 2014
Delta Trade Finance January 2011 - October 2011
First Capital April 2007 - July 2009
GMAC Commercial Finance 2005 - 2007
International Management Consultants 1998 - 2005
MTB Bank 1993 - 1998
Trading Alliance Corporation 1989 - 1993
Manufacturers Hanover Trust 1980 - 1989
Skills
Trade Finance, International Trade, Supply Chain Finance, Product Development, Executive Management, Start-ups, New Business Development, Factoring, International Business, Business Strategy, Asset Based Lending, Purchase Order Finance, Receivables Finance, Inventory Finance, Collections Management, Trade Drafts, Bills of Exchange, Trade Acceptance..., Trade Payable Finance, Logistics, Credit Risk, Credit Insurance, Marketing Strategy, Sales Management, Salesforce.com, Letters of Credit, Accounts Receivable, Banking, Commercial Banking, Commercial Finance, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Financial Structuring, Financial Transactions, Funding, International Sales, Inventory, Leadership, Leveraged Finance, Loans, Management, Mergers, P, Portfolio Management, Private Equity
Education
Harvard Business School
Senior Management Corporate Finance Program
London School of Economics and Political Science, U. of London
B.Sc (Econ), Economics
The Trade Advisory July 2009 - Present
Bibby Financial Services January 2013 - January 2014
Delta Trade Finance January 2011 - October 2011
First Capital April 2007 - July 2009
GMAC Commercial Finance 2005 - 2007
International Management Consultants 1998 - 2005
MTB Bank 1993 - 1998
Trading Alliance Corporation 1989 - 1993
Manufacturers Hanover Trust 1980 - 1989
Skills
Trade Finance, International Trade, Supply Chain Finance, Product Development, Executive Management, Start-ups, New Business Development, Factoring, International Business, Business Strategy, Asset Based Lending, Purchase Order Finance, Receivables Finance, Inventory Finance, Collections Management, Trade Drafts, Bills of Exchange, Trade Acceptance..., Trade Payable Finance, Logistics, Credit Risk, Credit Insurance, Marketing Strategy, Sales Management, Salesforce.com, Letters of Credit, Accounts Receivable, Banking, Commercial Banking, Commercial Finance, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Financial Structuring, Financial Transactions, Funding, International Sales, Inventory, Leadership, Leveraged Finance, Loans, Management, Mergers, P, Portfolio Management, Private Equity
Education
Harvard Business School
Senior Management Corporate Finance Program
London School of Economics and Political Science, U. of London
B.Sc (Econ), Economics
Jeremy Waller Jeremy Waller's First Capital Experience June 2007 - July 2012
Job Digital Copywriter & Marketing Consultant
Industry Marketing and Advertising
Experience
Ecktis Media January 2015 - Present
Five Feed Media October 2006 - February 2015
Fast A/R Funding July 2012 - January 2015
First Capital June 2007 - July 2012
First Choice Investments October 2004 - June 2007
Skills
Digital Marketing, Social Media, Web Development, Copywriting, Email Marketing, SEO, Marketing, Online Marketing, PPC, Software Development, Small Business, Strategic Planning, Management, Programming, C#, Asset Based Lending, Finance, Investments, Portfolio Management, Commercial Lending, Factoring, Financial Analysis, Cash Flow, Credit, Underwriting, Trade Finance, Credit Analysis
Education
University of Central Oklahoma 2002 — 2006
BBA, Finance, 3.96 GPA
Ecktis Media January 2015 - Present
Five Feed Media October 2006 - February 2015
Fast A/R Funding July 2012 - January 2015
First Capital June 2007 - July 2012
First Choice Investments October 2004 - June 2007
Skills
Digital Marketing, Social Media, Web Development, Copywriting, Email Marketing, SEO, Marketing, Online Marketing, PPC, Software Development, Small Business, Strategic Planning, Management, Programming, C#, Asset Based Lending, Finance, Investments, Portfolio Management, Commercial Lending, Factoring, Financial Analysis, Cash Flow, Credit, Underwriting, Trade Finance, Credit Analysis
Education
University of Central Oklahoma 2002 — 2006
BBA, Finance, 3.96 GPA
Ralph Valente Ralph Valente's First Capital Experience August 2007 - November 2010
Job Sr. Client Manager, Xerox Corporation
Industry Information Technology and Services
Experience
Xerox 2014 - Present
Fidelity National Information Services 2011 - 2014
Mechanism Digital 2010 - 2011
First Capital August 2007 - November 2010
Secure Siganls International 2003 - 2007
Showtime Networks Inc. 1993 - 2003
Skills
Business Development, Strategic Partnerships, Negotiation, Marketing, Start-ups, Fundraising, CRM, Management, Leadership, B2B, Enterprise Software, Team Building, Event Management, Team Leadership, Sales, Product Marketing, Analysis, Training, Telecommunications, Cross-functional Team..., Team Management, Social Media Marketing, Integrated Marketing
Education
Fordham University 1983 — 1985
M.A., International Political Economy & Development
Fordham University 1979 — 1983
B.A., Political Science
Xerox 2014 - Present
Fidelity National Information Services 2011 - 2014
Mechanism Digital 2010 - 2011
First Capital August 2007 - November 2010
Secure Siganls International 2003 - 2007
Showtime Networks Inc. 1993 - 2003
Skills
Business Development, Strategic Partnerships, Negotiation, Marketing, Start-ups, Fundraising, CRM, Management, Leadership, B2B, Enterprise Software, Team Building, Event Management, Team Leadership, Sales, Product Marketing, Analysis, Training, Telecommunications, Cross-functional Team..., Team Management, Social Media Marketing, Integrated Marketing
Education
Fordham University 1983 — 1985
M.A., International Political Economy & Development
Fordham University 1979 — 1983
B.A., Political Science
Jason Carmona Jason Carmona's First Capital Experience December 2006 - April 2014
Job Director at Alostar Business Credit; jcarmona@alostarbank.com
Industry Financial Services
Experience
AloStar Business Credit May 2014 - Present
First Capital December 2006 - April 2014
First Capital June 2005 - November 2007
Wells Fargo Trade Capital March 2004 - June 2005
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Factoring, Acquisitions, Finance, Turn Around Management, Commercial Finance, Underwriting, Loans, Credit Analysis, Credit, Trade Finance, Corporate Finance, Financial Analysis, Small Business Lending, Credit Risk, Structured Finance, Banking, Commercial Banking, Working Capital..., Restructuring, Loan Origination, Leveraged Finance, Financial Structuring, Cash Flow, Funding, Private Equity, Middle Market
Education
University of California, Santa Barbara
BA, Business Economics
AloStar Business Credit May 2014 - Present
First Capital December 2006 - April 2014
First Capital June 2005 - November 2007
Wells Fargo Trade Capital March 2004 - June 2005
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Factoring, Acquisitions, Finance, Turn Around Management, Commercial Finance, Underwriting, Loans, Credit Analysis, Credit, Trade Finance, Corporate Finance, Financial Analysis, Small Business Lending, Credit Risk, Structured Finance, Banking, Commercial Banking, Working Capital..., Restructuring, Loan Origination, Leveraged Finance, Financial Structuring, Cash Flow, Funding, Private Equity, Middle Market
Education
University of California, Santa Barbara
BA, Business Economics
Jeannette Behm's First Capital Experience April 2007 - August 2011
Job Vice President, Account Executive at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
First Capital April 2007 - August 2011
CIT March 2003 - March 2007
GE Capital Corporation March 1999 - March 2002
Fremont Financial Corporation January 1995 - March 1999
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Underwriting, Banking, Financial Analysis, Corporate Finance, Financial Modeling, Loan Origination, Finance
Education
Ferris State University 1989 — 1994
BS, Finance
JPMorgan Chase August 2011 - Present
First Capital April 2007 - August 2011
CIT March 2003 - March 2007
GE Capital Corporation March 1999 - March 2002
Fremont Financial Corporation January 1995 - March 1999
Skills
Commercial Lending, Asset Based Lending, Loans, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Underwriting, Banking, Financial Analysis, Corporate Finance, Financial Modeling, Loan Origination, Finance
Education
Ferris State University 1989 — 1994
BS, Finance
Nick McDearis Nick McDearis's First Capital Experience August 2012 - May 2015
Job Principal at Ares Commercial Finance
Industry Financial Services
Experience
Ares Management May 2015 - Present
First Capital August 2012 - May 2015
First Capital November 2011 - August 2012
First Capital February 2011 - November 2011
First Capital June 2008 - February 2011
First Capital June 2008 - January 2009
Skills
Asset Based Lending, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Due Diligence, Underwriting, Credit, Finance, Credit Analysis, New Business Development, Business Development, Commercial Finance, Lines Of Credit
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
Ares Management May 2015 - Present
First Capital August 2012 - May 2015
First Capital November 2011 - August 2012
First Capital February 2011 - November 2011
First Capital June 2008 - February 2011
First Capital June 2008 - January 2009
Skills
Asset Based Lending, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Due Diligence, Underwriting, Credit, Finance, Credit Analysis, New Business Development, Business Development, Commercial Finance, Lines Of Credit
Education
University of Georgia - Terry College of Business 2006 — 2008
B.B.A., Finance
John L Scaduto Jr John L Scaduto Jr's First Capital Experience January 2000 - January 2001
Job Education Management Professional
Industry Education Management
Experience
Educational Consulting January 2002 - Present
Satori Counseling Services January 1998 - Present
Seneca Niagara Casino December 2002 - October 2008
High Note Productions January 1990 - January 2002
First Capital January 2000 - January 2001
Williamsville School District January 1995 - January 1997
Erie Community College January 1988 - January 1996
Mill Middle School September 1994 - January 1995
Upstate New York Transplant Services Inc September 1994 - January 1995
Renaissance House January 1991 - January 1992
Education
Canisius College 1993 — 1995
Masters, Counseling/Education
Canisius College
Master's Degree, Counseling/Education
Erie Community College
A.E.M.T
Medaille College
Bachelor's Degree, Social Sciences
St. Joseph's Collegiate Institute High School
Educational Consulting January 2002 - Present
Satori Counseling Services January 1998 - Present
Seneca Niagara Casino December 2002 - October 2008
High Note Productions January 1990 - January 2002
First Capital January 2000 - January 2001
Williamsville School District January 1995 - January 1997
Erie Community College January 1988 - January 1996
Mill Middle School September 1994 - January 1995
Upstate New York Transplant Services Inc September 1994 - January 1995
Renaissance House January 1991 - January 1992
Education
Canisius College 1993 — 1995
Masters, Counseling/Education
Canisius College
Master's Degree, Counseling/Education
Erie Community College
A.E.M.T
Medaille College
Bachelor's Degree, Social Sciences
St. Joseph's Collegiate Institute High School
Carl Pigg Carl Pigg's First Capital Experience April 2008 - September 2011
Job Vice President at Marquette Commercial Finance
Industry Financial Services
Experience
Marquette Commercial Finance September 2011 - Present
First Capital April 2008 - September 2011
Summit Financial Resources 2005 - 2008
Crestmark Bank January 2002 - January 2005
Skills
Factoring, Credit, Commercial Banking, Asset Based Lending, Commercial Finance, Loans, Middle Market, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Funding, Structured Finance, Loan Origination, Financial Services, Commercial Mortgages, Private Equity, Cash Flow Lending, Finance, Lines Of Credit, Banking, Underwriting, Due Diligence, Investment Banking, Cash Flow, Portfolio Management, Trade Finance, Financial Structuring, Mergers & Acquisitions, Restructuring, Mortgage Lending, Corporate Finance, Financial Analysis, Credit Risk, Working Capital...
Education
Missouri State University 1966 — 1970
BS, Business Administration, with majors in Accounting and Finance
Marquette Commercial Finance September 2011 - Present
First Capital April 2008 - September 2011
Summit Financial Resources 2005 - 2008
Crestmark Bank January 2002 - January 2005
Skills
Factoring, Credit, Commercial Banking, Asset Based Lending, Commercial Finance, Loans, Middle Market, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Funding, Structured Finance, Loan Origination, Financial Services, Commercial Mortgages, Private Equity, Cash Flow Lending, Finance, Lines Of Credit, Banking, Underwriting, Due Diligence, Investment Banking, Cash Flow, Portfolio Management, Trade Finance, Financial Structuring, Mergers & Acquisitions, Restructuring, Mortgage Lending, Corporate Finance, Financial Analysis, Credit Risk, Working Capital...
Education
Missouri State University 1966 — 1970
BS, Business Administration, with majors in Accounting and Finance
Jack Sanborn Jack Sanborn's First Capital Experience June 1994 - December 1999
Job Chairman & CEO at Sanborn Capital Ventures
Industry Venture Capital & Private Equity
Experience
Sanborn Capital Ventures January 2000 - Present
First Capital June 1994 - December 1999
Citi Group January 1978 - May 1994
Skills
Venture Capital, Finance, Corporate Development, Asset Management, Private Equity, Mergers & Acquisitions, Banking, Management, Valuation, Asset Managment, Accounting, Corporate Finance, Mergers, Start-ups, Due Diligence
Education
Stanford University Graduate School of Business 1976 — 1977
MBA
Princeton University 1972 — 1976
Bachelor of Science, Finance
Sanborn Capital Ventures January 2000 - Present
First Capital June 1994 - December 1999
Citi Group January 1978 - May 1994
Skills
Venture Capital, Finance, Corporate Development, Asset Management, Private Equity, Mergers & Acquisitions, Banking, Management, Valuation, Asset Managment, Accounting, Corporate Finance, Mergers, Start-ups, Due Diligence
Education
Stanford University Graduate School of Business 1976 — 1977
MBA
Princeton University 1972 — 1976
Bachelor of Science, Finance
Mustafa Bhatti Mustafa Bhatti's First Capital Experience February 2007 - February 2008
Job Seasoned professional with expertise in Auditing, Accounting and Management Consultancy services.
Industry Financial Services
Experience
Durkin Group LLC February 2008 - Present
First Capital February 2007 - February 2008
First Foliage, Inc October 2003 - January 2007
GMAC Commercial Finance February 2000 - September 2003
Ernst & Young 1994 - December 1999
Education
Rider University 2010 — 2012
EMBA
Durkin Group LLC February 2008 - Present
First Capital February 2007 - February 2008
First Foliage, Inc October 2003 - January 2007
GMAC Commercial Finance February 2000 - September 2003
Ernst & Young 1994 - December 1999
Education
Rider University 2010 — 2012
EMBA
Ralph Infante Ralph Infante's First Capital Experience October 2010 - April 2015
Job ABL Portfolio Manager at Bibby Financial Services
Industry Financial Services
Experience
Bibby Financial Services May 2015 - Present
First Capital October 2010 - April 2015
Textron Financial Corporation January 2001 - October 2010
Fleet Capital Corporation (f.k January 1989 - January 2000
United Federal Savings and Loan Association January 1988 - January 1989
Security Pacific Business Credit Inc January 1984 - January 1987
Beneficial Commercial Corporation January 1982 - January 1984
Beneficial Commercial Corporation January 1979 - January 1982
f.k.a. Capital Financial Services January 1977 - January 1979
Skills
Asset Based Lending, Credit, Loans, Commercial Lending, Portfolio Management, Underwriting, Cash Flow, Workout, Factoring, Liquidation, Funding, Middle Market, Commercial Finance, Corporate Finance, Small Business Lending, Credit Analysis, Finance, Risk Management, Bankruptcy, Cash Flow Lending, Financial Structuring, Structured Finance, Credit Risk, Commercial Banking, Lines Of Credit, Syndications, Restructuring, Leveraged Finance, Private Equity, Due Diligence, Commercial Mortgages, Capital Markets, Valuation
Education
Ohio Northern University 1972 — 1977
BS Business Administration, Accounting / Finance
Sharon Senior High School 1969 — 1972
Bibby Financial Services May 2015 - Present
First Capital October 2010 - April 2015
Textron Financial Corporation January 2001 - October 2010
Fleet Capital Corporation (f.k January 1989 - January 2000
United Federal Savings and Loan Association January 1988 - January 1989
Security Pacific Business Credit Inc January 1984 - January 1987
Beneficial Commercial Corporation January 1982 - January 1984
Beneficial Commercial Corporation January 1979 - January 1982
f.k.a. Capital Financial Services January 1977 - January 1979
Skills
Asset Based Lending, Credit, Loans, Commercial Lending, Portfolio Management, Underwriting, Cash Flow, Workout, Factoring, Liquidation, Funding, Middle Market, Commercial Finance, Corporate Finance, Small Business Lending, Credit Analysis, Finance, Risk Management, Bankruptcy, Cash Flow Lending, Financial Structuring, Structured Finance, Credit Risk, Commercial Banking, Lines Of Credit, Syndications, Restructuring, Leveraged Finance, Private Equity, Due Diligence, Commercial Mortgages, Capital Markets, Valuation
Education
Ohio Northern University 1972 — 1977
BS Business Administration, Accounting / Finance
Sharon Senior High School 1969 — 1972
S. Scott Simmons S. Scott Simmons's First Capital Experience March 2005 - November 2011
Job Director at AloStar Business Credit
Industry Capital Markets
Experience
AloStar Business Credit September 2011 - Present
First Capital March 2005 - November 2011
First Community Financial December 2001 - March 2005
TEXTRON Financial and FINOVA Capital 1995 - 2001
ITT Commercial Finance 1990 - 1995
Chrysler Financial 1987 - 1990
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Working Capital..., Structured Finance, Banking, Financial Structuring, Restructuring, Mergers & Acquisitions, Loans, Acquisitions, Corporate Finance, Credit, Debt, Business Development, Private Equity, Loan Origination, Credit Analysis, Factoring, Portfolio Management, Middle Market
Education
University of North Texas 1982 — 1987
BBA, Finance & Marketing
AloStar Business Credit September 2011 - Present
First Capital March 2005 - November 2011
First Community Financial December 2001 - March 2005
TEXTRON Financial and FINOVA Capital 1995 - 2001
ITT Commercial Finance 1990 - 1995
Chrysler Financial 1987 - 1990
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Working Capital..., Structured Finance, Banking, Financial Structuring, Restructuring, Mergers & Acquisitions, Loans, Acquisitions, Corporate Finance, Credit, Debt, Business Development, Private Equity, Loan Origination, Credit Analysis, Factoring, Portfolio Management, Middle Market
Education
University of North Texas 1982 — 1987
BBA, Finance & Marketing
Christopher Gribble Christopher Gribble's First Capital Experience 2008 - 2008
Job Senior Vice President, CRCCredit Policy at PNC Bank
Industry Banking
Experience
PNC Bank 2009 - Present
First Capital 2008 - 2008
Capital One Leverage Finance 2006 - 2008
Fifth Third Bank 2004 - 2006
Provident Bank 1995 - 2004
GE Capital 1990 - 1995
Skills
Commercial Banking, Commercial Lending, Loans, Financial Modeling, Credit Analysis, Asset Based Lending, Loan Work-outs, Debt Restructuring, Syndications, Mergers, Portfolio Management, Credit, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Banking, Private Equity, Risk Management, Underwriting, Strategic Finance, Credit Risk, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1987 — 1989
MBA
Texas A&M University 1980 — 1985
BPetE
PNC Bank 2009 - Present
First Capital 2008 - 2008
Capital One Leverage Finance 2006 - 2008
Fifth Third Bank 2004 - 2006
Provident Bank 1995 - 2004
GE Capital 1990 - 1995
Skills
Commercial Banking, Commercial Lending, Loans, Financial Modeling, Credit Analysis, Asset Based Lending, Loan Work-outs, Debt Restructuring, Syndications, Mergers, Portfolio Management, Credit, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Banking, Private Equity, Risk Management, Underwriting, Strategic Finance, Credit Risk, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1987 — 1989
MBA
Texas A&M University 1980 — 1985
BPetE
Will Olivencia Will Olivencia's First Capital Experience September 2014 - Present
Job Vice President Asset Based Loan Account Executive at First Capital
Industry Financial Services
Experience
First Capital September 2014 - Present
FCC, LLC ("First Capital") January 2012 - August 2014
Wells Fargo Bank May 2011 - December 2011
CIT Group / Comm Svs. July 2006 - April 2011
GMAC Comm Finance 2005 - 2006
GE Capital 2000 - 2005
CIT Group / Business Credit January 1997 - December 2000
CIT Group / Commercial Services, Inc. July 1980 - January 1997
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Underwriting, Work-outs, Recoveries, Collateral Management, Financial Analysis, Syndications, Factoring, Credit Risk, Credit, Credit Analysis, Loans, Financial Risk, Structured Finance, Due Diligence, Finance, Portfolio Management, Commercial Finance, Middle Market, Funding, Treasury Management, Small Business Lending, Cash Flow Lending, Corporate Finance, Leveraged Finance, Lines Of Credit, Financial Structuring, Mortgage Lending, Commercial Mortgages, Cash Flow, Real Estate Financing, Cash Management, Loan Origination, Financial Modeling, Private Equity, Mergers & Acquisitions, Working Capital..., Valuation, Restructuring, Capital Markets
Education
Queens College 1976 — 1981
BA, Accounting
First Capital September 2014 - Present
FCC, LLC ("First Capital") January 2012 - August 2014
Wells Fargo Bank May 2011 - December 2011
CIT Group / Comm Svs. July 2006 - April 2011
GMAC Comm Finance 2005 - 2006
GE Capital 2000 - 2005
CIT Group / Business Credit January 1997 - December 2000
CIT Group / Commercial Services, Inc. July 1980 - January 1997
Skills
Asset Based Lending, Commercial Banking, Commercial Lending, Underwriting, Work-outs, Recoveries, Collateral Management, Financial Analysis, Syndications, Factoring, Credit Risk, Credit, Credit Analysis, Loans, Financial Risk, Structured Finance, Due Diligence, Finance, Portfolio Management, Commercial Finance, Middle Market, Funding, Treasury Management, Small Business Lending, Cash Flow Lending, Corporate Finance, Leveraged Finance, Lines Of Credit, Financial Structuring, Mortgage Lending, Commercial Mortgages, Cash Flow, Real Estate Financing, Cash Management, Loan Origination, Financial Modeling, Private Equity, Mergers & Acquisitions, Working Capital..., Valuation, Restructuring, Capital Markets
Education
Queens College 1976 — 1981
BA, Accounting
Daniel Rodrigue Daniel Rodrigue's First Capital Experience April 2013 - January 2015
Job National Sales Manager Asset Based Lending, Factoring, Equipment Finance, Syndication, Participations (678)8638076
Industry Financial Services
Experience
TAB Bank January 2015 - Present
First Capital April 2013 - January 2015
Bibby Financial Services April 2012 - April 2013
Onyx Ventures September 2010 - April 2012
United Credit May 2005 - September 2010
MPRIZ Holdings February 2002 - May 2005
Skills
Business Management, New Business Development, Business Strategy, Customer Satisfaction, Customer Relations, Customer Retention, Customer Focus, Customer Experience, Customer Acquisition, Business Analysis, Problem Solving, Process Improvement, Software Implementation, Software Quality..., Software Training, Training & Development, Training Skills, Personal Training, Presenter, Change Management, Coaching, Microsoft Office, Start-ups, Strategic Planning, Statistics, Staff Development, Staff Management, Staff Retention, P&L Management, Telecommunications, Call Center, Team Building, Operations Management, Business Planning, Contract Negotiations, Call Center Development, Call Center Management, Sales Management, Factoring, Credit, Management, Customer Service, Contract Negotiation, Training, Leadership, Hands-on Training, Employee Training, Business Development, Sales, Commercial Finance
Education
Southwestern Assemblies of God University 1997 — 2000
TAB Bank January 2015 - Present
First Capital April 2013 - January 2015
Bibby Financial Services April 2012 - April 2013
Onyx Ventures September 2010 - April 2012
United Credit May 2005 - September 2010
MPRIZ Holdings February 2002 - May 2005
Skills
Business Management, New Business Development, Business Strategy, Customer Satisfaction, Customer Relations, Customer Retention, Customer Focus, Customer Experience, Customer Acquisition, Business Analysis, Problem Solving, Process Improvement, Software Implementation, Software Quality..., Software Training, Training & Development, Training Skills, Personal Training, Presenter, Change Management, Coaching, Microsoft Office, Start-ups, Strategic Planning, Statistics, Staff Development, Staff Management, Staff Retention, P&L Management, Telecommunications, Call Center, Team Building, Operations Management, Business Planning, Contract Negotiations, Call Center Development, Call Center Management, Sales Management, Factoring, Credit, Management, Customer Service, Contract Negotiation, Training, Leadership, Hands-on Training, Employee Training, Business Development, Sales, Commercial Finance
Education
Southwestern Assemblies of God University 1997 — 2000
Jeff Soderstrom's First Capital Experience 2008 - 2009
Job Independent Live Transfer Marketing Consultant
Industry Marketing and Advertising
Experience
Click Quote Save 2012 - 2013
First Capital 2008 - 2009
Skills
Mortgage Banking, Loan Origination, Reverse Mortgages, Sales, Refinance, FHA, Mortgage Lending, Sales Management, USDA
Education
McNeese State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Click Quote Save 2012 - 2013
First Capital 2008 - 2009
Skills
Mortgage Banking, Loan Origination, Reverse Mortgages, Sales, Refinance, FHA, Mortgage Lending, Sales Management, USDA
Education
McNeese State University 1996 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Thomas Sullivan Thomas Sullivan's First Capital Experience February 2013 - May 2015
Job First Vice President, Corporate Lending at Israel Discount Bank
Industry Financial Services
Experience
Israel Discount Bank June 2015 - Present
First Capital February 2013 - May 2015
HSBC Bank June 2012 - February 2013
Wells Fargo Bank October 2004 - June 2012
Skills
Finance, Sales Management, Building Relationships, Golf, Factoring, Asset Based Lending, Commercial Banking, Master Scuba Diver, Treasury Management, Community Outreach, Business Development, Commercial Lending, Working Capital..., Loans, Credit, Small Business Lending, Credit Analysis, Commercial Finance, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Commercial Mortgages, Middle Market, Lines Of Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Accounting and Finance
Israel Discount Bank June 2015 - Present
First Capital February 2013 - May 2015
HSBC Bank June 2012 - February 2013
Wells Fargo Bank October 2004 - June 2012
Skills
Finance, Sales Management, Building Relationships, Golf, Factoring, Asset Based Lending, Commercial Banking, Master Scuba Diver, Treasury Management, Community Outreach, Business Development, Commercial Lending, Working Capital..., Loans, Credit, Small Business Lending, Credit Analysis, Commercial Finance, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Commercial Mortgages, Middle Market, Lines Of Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Accounting and Finance
Mark Sunshine Mark Sunshine's First Capital Experience 2003 - 2009
Job Former Chairman and CEO at Veritas Financial Partners
Industry Financial Services
Experience
Veritas Financial Partners September 2011 - January 2014
M.A. Sunshine Capital, Inc. September 2009 - September 2011
CCFC Preferred Holdings (a subsidiary of Calpine Corporation) 2006 - 2009
First Capital 2003 - 2009
Westwood Capital 1994 - 2003
Oppenheimer & Co. 1994 - 1994
Oppenheimer & Co. 1989 - 1993
Skills
Asset Based Lending, Structured Finance, Factoring, Private Equity, Commercial Finance, Portfolio Management, Due Diligence, Capital Markets, Mergers, Investment Banking, Securitization, Investments, Private Placements, Commercial Lending, Financial Structuring, Restructuring, Finance, Bloomberg, Mergers & Acquisitions, Credit, Corporate Finance, Banking, Commercial Banking, Loans, Asset Management, Venture Capital, Real Estate Economics, Valuation, Financial Services, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting
University of Pennsylvania 1977 — 1980
BA, Economics
Andrew Warde HS 1973 — 1977
Veritas Financial Partners September 2011 - January 2014
M.A. Sunshine Capital, Inc. September 2009 - September 2011
CCFC Preferred Holdings (a subsidiary of Calpine Corporation) 2006 - 2009
First Capital 2003 - 2009
Westwood Capital 1994 - 2003
Oppenheimer & Co. 1994 - 1994
Oppenheimer & Co. 1989 - 1993
Skills
Asset Based Lending, Structured Finance, Factoring, Private Equity, Commercial Finance, Portfolio Management, Due Diligence, Capital Markets, Mergers, Investment Banking, Securitization, Investments, Private Placements, Commercial Lending, Financial Structuring, Restructuring, Finance, Bloomberg, Mergers & Acquisitions, Credit, Corporate Finance, Banking, Commercial Banking, Loans, Asset Management, Venture Capital, Real Estate Economics, Valuation, Financial Services, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting
University of Pennsylvania 1977 — 1980
BA, Economics
Andrew Warde HS 1973 — 1977
Swayne Stan Scott, RMA - CRC's First Capital Experience May 2012 - December 2013
Job Commercial Lending and Risk Management Professional
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
First Capital May 2012 - December 2013
First Capital January 2011 - May 2012
First Capital January 2006 - December 2010
First Capital February 1997 - December 2005
Transamerica Financial August 1995 - February 1997
First Capital January 1994 - August 1995
NationsBank September 1989 - January 1994
Texas Bank of Garland May 1988 - September 1989
Skills
Asset Based Lending, Commercial Lending, Credit Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Cash Flow Lending, Due Diligence, Factoring, Trade Finance, Mergers & Acquisitions, Leveraged Lending, Underwriting, Loans
Education
University of North Texas
MBA, Finance
University of North Texas
BBA, Finance
Wells Fargo August 2014 - Present
First Capital May 2012 - December 2013
First Capital January 2011 - May 2012
First Capital January 2006 - December 2010
First Capital February 1997 - December 2005
Transamerica Financial August 1995 - February 1997
First Capital January 1994 - August 1995
NationsBank September 1989 - January 1994
Texas Bank of Garland May 1988 - September 1989
Skills
Asset Based Lending, Commercial Lending, Credit Underwriting, Credit Analysis, Portfolio Management, Financial Analysis, Risk Management, Cash Flow Lending, Due Diligence, Factoring, Trade Finance, Mergers & Acquisitions, Leveraged Lending, Underwriting, Loans
Education
University of North Texas
MBA, Finance
University of North Texas
BBA, Finance
Nicole Clements's First Capital Experience October 2012 - Present
Job Commercial Litigation & Bankruptcy Paralegal for in house legal dept.
Industry Legal Services
Experience
First Capital October 2012 - Present
Cohen Pollock Merlin & Small, P.C March 2012 - October 2012
Hicks, Casey, & Foster, PC October 2004 - March 2012
Hicks, Casey & Foster, PC October 2004 - March 2012
Sicay-Perrow, Knighten, & Bohan, PC April 2004 - October 2004
Sicay-Perrow, Knighten & Bohan, PC March 2004 - October 2004
Nancy J. Whaley March 2003 - March 2004
Nancy J. Whaley Chapter 13 Trustee February 2003 - March 2004
Skills
Legal Research, Legal Writing, Litigation, Courts, Pleadings, Litigation Support, Document Review, Commercial Litigation, Wordperfect, ECF, Microsoft Office, Microsoft Excel, Trials, Microsoft Word, Adobe Professional, ECF Filing, 75 WPM, bates stamping, prepare trial notebooks, File & Draft Proofs of..., E-discovery, Creditors' Rights, Westlaw, BestCase Software, PACER, Document Drafting, Notary Public, File Site, Financial document..., Accurint, Laserfiche, iManage, Fastcase, Commercial bankruptcy, Asset Based Lending, Patent Searching, Trademarks, Uniform Commercial Code, Time Matters, Citrix, Factorsoft, PowerPoint, Lien Searches, Outlook, Lexis, Complex litigation, Insolvency, Bankruptcy, Data Management, Civil Litigation
Education
East Carolina University 1999 — 2002
B.S., International Business Management
Georgia Perimeter College 2003 — 2003
Paralegal Certification
East Carolina University 1999 — 2002
Bachelor of Science (B.S.), International Business Management, concentration Western Europe/German
First Capital October 2012 - Present
Cohen Pollock Merlin & Small, P.C March 2012 - October 2012
Hicks, Casey, & Foster, PC October 2004 - March 2012
Hicks, Casey & Foster, PC October 2004 - March 2012
Sicay-Perrow, Knighten, & Bohan, PC April 2004 - October 2004
Sicay-Perrow, Knighten & Bohan, PC March 2004 - October 2004
Nancy J. Whaley March 2003 - March 2004
Nancy J. Whaley Chapter 13 Trustee February 2003 - March 2004
Skills
Legal Research, Legal Writing, Litigation, Courts, Pleadings, Litigation Support, Document Review, Commercial Litigation, Wordperfect, ECF, Microsoft Office, Microsoft Excel, Trials, Microsoft Word, Adobe Professional, ECF Filing, 75 WPM, bates stamping, prepare trial notebooks, File & Draft Proofs of..., E-discovery, Creditors' Rights, Westlaw, BestCase Software, PACER, Document Drafting, Notary Public, File Site, Financial document..., Accurint, Laserfiche, iManage, Fastcase, Commercial bankruptcy, Asset Based Lending, Patent Searching, Trademarks, Uniform Commercial Code, Time Matters, Citrix, Factorsoft, PowerPoint, Lien Searches, Outlook, Lexis, Complex litigation, Insolvency, Bankruptcy, Data Management, Civil Litigation
Education
East Carolina University 1999 — 2002
B.S., International Business Management
Georgia Perimeter College 2003 — 2003
Paralegal Certification
East Carolina University 1999 — 2002
Bachelor of Science (B.S.), International Business Management, concentration Western Europe/German
David Koran David Koran's First Capital Experience 2011 - 2014
Job Managing Director Capital Finance Division at International Risk Consultants
Industry Financial Services
Experience
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
International Risk Consultants 2014 - Present
First Capital 2011 - 2014
TAB Bank March 2010 - April 2011
Universal Asset Lending Information Systems, LLC (UNALISYS) 2009 - 2010
Gideon Financial, Inc 2007 - 2010
Benefactor Funding Corp. 2003 - 2006
JD Factors, LLC 2001 - January 2004
Branch Banking and Trust 2001 - 2002
First Union/Wachovia Bank 1999 - 2001
GMAC Insurance 1993 - 1999
Skills
Business Development, Management, Contract Negotiation, Market Analysis, Commercial Lending, Asset Based Lending, Credit, Banking, Restructuring, Commercial Banking, Funding, Underwriting, Mergers & Acquisitions, Portfolio Management, Finance, Financial Risk, Trade Finance, Small Business, Lines Of Credit, Investments, Factoring, Sales Management, Financial Analysis, Commercial Finance, Credit Analysis, Sales, Business Planning, Analysis, Investment Banking, Cash Management, Executive Management, Accounts Receivable, Sales Operations, Financial Services, Small Business Lending, Risk Management
Education
Bowling Green State University 1989 — 1992
BA, Industrial/Organizational Psychology
Susan Cruickshank Mercier Susan Cruickshank Mercier's First Capital Experience July 2015 - Present
Job Senior QA Analyst at First Capital
Industry Internet
Experience
First Capital July 2015 - Present
TSD Inc. July 2014 - June 2015
Verndale March 2013 - July 2014
Verndale March 2012 - March 2013
Swap.com January 2011 - March 2012
Ziff Davis Enterprise June 2005 - January 2011
Two Step Software March 2004 - June 2005
Authoria December 2000 - September 2003
CMGI November 1999 - September 2000
Skills
.NET, Test Planning, Project Management, Mobile Applications, Software Documentation, APIs, Management, Facebook, GUI Testing, ASP.NET, Databases, Web Applications, Web Development, SQL, XML, Software Development, Agile Methodologies
Education
Sessions College for Professional Design 2003 — 2004
Certificate
University of Massachusetts Lowell 1992 — 1997
Bachelor
First Capital July 2015 - Present
TSD Inc. July 2014 - June 2015
Verndale March 2013 - July 2014
Verndale March 2012 - March 2013
Swap.com January 2011 - March 2012
Ziff Davis Enterprise June 2005 - January 2011
Two Step Software March 2004 - June 2005
Authoria December 2000 - September 2003
CMGI November 1999 - September 2000
Skills
.NET, Test Planning, Project Management, Mobile Applications, Software Documentation, APIs, Management, Facebook, GUI Testing, ASP.NET, Databases, Web Applications, Web Development, SQL, XML, Software Development, Agile Methodologies
Education
Sessions College for Professional Design 2003 — 2004
Certificate
University of Massachusetts Lowell 1992 — 1997
Bachelor
John W. Kiefer John W. Kiefer's First Capital Experience May 2003 - September 2011
Job Managing Director at Mountain Lakes Capital MCA LLC
Industry Financial Services
Experience
Mountain Lakes Capital MCA LLC April 2015 - Present
Cenacle Capital Services MCA LLC January 2015 - Present
Cenacle Capital Service Co. January 2012 - Present
FIMBank plc May 2012 - May 2013
First Capital May 2003 - September 2011
Capital Factors, Inc January 1987 - August 2003
Barclays Bank 1980 - 1987
Skills
Financial Turnarounds, directorships, Banking, Credit, Commercial Finance, Asset Based Lending, Factoring, Portfolio Management, Finance, Board of Director..., Board of Directors, Turn Around Management, Funding, Credit Analysis, Loans, Strategic Planning, Commercial Lending, Trade Finance, Mergers & Acquisitions, Financial Analysis, Credit Risk, Restructuring, Private Equity, Business Development, Small Business Lending, Due Diligence, Underwriting, Executive Management, Financial Structuring, Structured Finance, Leadership
Education
LIU Brooklyn 1970 — 1972
MBA, Finance
Pace University 1966 — 1970
BBA, Finance
Mountain Lakes Capital MCA LLC April 2015 - Present
Cenacle Capital Services MCA LLC January 2015 - Present
Cenacle Capital Service Co. January 2012 - Present
FIMBank plc May 2012 - May 2013
First Capital May 2003 - September 2011
Capital Factors, Inc January 1987 - August 2003
Barclays Bank 1980 - 1987
Skills
Financial Turnarounds, directorships, Banking, Credit, Commercial Finance, Asset Based Lending, Factoring, Portfolio Management, Finance, Board of Director..., Board of Directors, Turn Around Management, Funding, Credit Analysis, Loans, Strategic Planning, Commercial Lending, Trade Finance, Mergers & Acquisitions, Financial Analysis, Credit Risk, Restructuring, Private Equity, Business Development, Small Business Lending, Due Diligence, Underwriting, Executive Management, Financial Structuring, Structured Finance, Leadership
Education
LIU Brooklyn 1970 — 1972
MBA, Finance
Pace University 1966 — 1970
BBA, Finance
Tara Brooks Tara Brooks's First Capital Experience 2002 - 2010
Job CFO at American Farmers and Ranchers Mutual Insurance Company
Industry Accounting
Experience
American Farmers and Ranchers Mutual Insurance Company July 2010 - Present
American Farmers & Ranchers Mutual Insurance Company September 2009 - November 2012
First Capital 2002 - 2010
KPMG, LLP September 2003 - September 2009
Bank of Oklahoma February 2003 - August 2003
Devon Energy Corporation May 2001 - January 2003
DOT/OIG June 2001 - August 2001
Bank One May 1999 - May 2001
Carter HealthCare June 2000 - April 2001
Skills
Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Accounting, Cash Flow, Strategic Financial..., Budgets, Banking, Corporate Finance, Financial Audits, Payroll, Finance, Strategic Planning, Insurance, Financial Accounting, Financial Statements, General Ledger, Energy Industry, Federal Government, External Audit, Analysis, CPA, Internal Audit, Management, US GAAP, Leadership, Accounts Payable, Process Improvement
Education
College of Business 1997 — 2002
Bachelor of Science, Accounting
University of Central Oklahoma 1997 — 2002
Master, Business Administration
American Farmers and Ranchers Mutual Insurance Company July 2010 - Present
American Farmers & Ranchers Mutual Insurance Company September 2009 - November 2012
First Capital 2002 - 2010
KPMG, LLP September 2003 - September 2009
Bank of Oklahoma February 2003 - August 2003
Devon Energy Corporation May 2001 - January 2003
DOT/OIG June 2001 - August 2001
Bank One May 1999 - May 2001
Carter HealthCare June 2000 - April 2001
Skills
Auditing, Financial Reporting, Internal Controls, GAAP, Financial Analysis, Accounting, Cash Flow, Strategic Financial..., Budgets, Banking, Corporate Finance, Financial Audits, Payroll, Finance, Strategic Planning, Insurance, Financial Accounting, Financial Statements, General Ledger, Energy Industry, Federal Government, External Audit, Analysis, CPA, Internal Audit, Management, US GAAP, Leadership, Accounts Payable, Process Improvement
Education
College of Business 1997 — 2002
Bachelor of Science, Accounting
University of Central Oklahoma 1997 — 2002
Master, Business Administration
Erica Firnhaber Erica Firnhaber's First Capital Experience January 2004 - April 2005
Job Owner, SiX19 Printing
Industry Printing
Experience
SiX19 Printing October 2007 - Present
Option One Mortgage May 2005 - February 2008
First Capital January 2004 - April 2005
Merrill Lynch June 2001 - January 2002
Skills
Graphic Design, Marketing, SEO, Dell Computers, Social Media, Email Marketing, Sales, Loans, Banners, Trade Shows, Event Management, Social Networking, Online Advertising, Brand Development, Marketing Strategy, Screen Printing, Online Marketing, Customer Service, Social Media Marketing, Advertising
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science in Business Administration, Marketing
SiX19 Printing October 2007 - Present
Option One Mortgage May 2005 - February 2008
First Capital January 2004 - April 2005
Merrill Lynch June 2001 - January 2002
Skills
Graphic Design, Marketing, SEO, Dell Computers, Social Media, Email Marketing, Sales, Loans, Banners, Trade Shows, Event Management, Social Networking, Online Advertising, Brand Development, Marketing Strategy, Screen Printing, Online Marketing, Customer Service, Social Media Marketing, Advertising
Education
San Diego State University-California State University 1999 — 2003
Bachelor of Science in Business Administration, Marketing
John A. Curtis's First Capital Experience March 1988 - March 2015
Job Executive Commercial Finance
Industry Financial Services
Experience
First Capital March 1988 - March 2015
Skills
Asset Based Lending, Commercial Finance, Middle Market, Factoring, Commercial Lending, Cash Flow Lending, Loans, Credit, Commercial Mortgages, Underwriting, Commercial Banking, Private Equity, Structured Finance, Financial Analysis, Funding, Lines Of Credit, Valuation, Executive Management, Due Diligence, Cash Flow, Portfolio Management, Credit Risk, Banking, Capital, Small Business Lending, Credit Analysis, Investment Banking, Leveraged Finance, Financial Structuring, Corporate Finance, Loan Origination, Recapitalizations, Mergers & Acquisitions, Trade Finance, Finance, Financial Modeling, Restructuring, Working Capital..., Mortgage Lending, Investments, Syndications, Financial Risk, Financial Services
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1980 — 1984
BS, Finance
First Capital March 1988 - March 2015
Skills
Asset Based Lending, Commercial Finance, Middle Market, Factoring, Commercial Lending, Cash Flow Lending, Loans, Credit, Commercial Mortgages, Underwriting, Commercial Banking, Private Equity, Structured Finance, Financial Analysis, Funding, Lines Of Credit, Valuation, Executive Management, Due Diligence, Cash Flow, Portfolio Management, Credit Risk, Banking, Capital, Small Business Lending, Credit Analysis, Investment Banking, Leveraged Finance, Financial Structuring, Corporate Finance, Loan Origination, Recapitalizations, Mergers & Acquisitions, Trade Finance, Finance, Financial Modeling, Restructuring, Working Capital..., Mortgage Lending, Investments, Syndications, Financial Risk, Financial Services
Education
Oklahoma City University 1986 — 1988
MBA, Finance
Oklahoma State University 1980 — 1984
BS, Finance
Miriam Greenhut Miriam Greenhut's First Capital Experience February 2005 - Present
Job Senior Corporate Counsel at First Capital
Industry Financial Services
Experience
First Capital February 2005 - Present
The St. Joe Company October 2003 - January 2005
Foley & Lardner LLP July 1997 - October 2003
Skills
Mergers & Acquisitions, Corporate Law, Finance, Structured Finance, SEC, Security Law, Corporate Finance, Corporate Governance, Corporate Secretary, Contract Negotiation, Risk Management, Restructuring, Due Diligence
Education
Duke University School of Law 1989 — 1992
Juris Doctor (J.D.), With Honors
Duke University 1985 — 1988
Bachelor’s Degree, Sociology, Magna Cum Laude
First Capital February 2005 - Present
The St. Joe Company October 2003 - January 2005
Foley & Lardner LLP July 1997 - October 2003
Skills
Mergers & Acquisitions, Corporate Law, Finance, Structured Finance, SEC, Security Law, Corporate Finance, Corporate Governance, Corporate Secretary, Contract Negotiation, Risk Management, Restructuring, Due Diligence
Education
Duke University School of Law 1989 — 1992
Juris Doctor (J.D.), With Honors
Duke University 1985 — 1988
Bachelor’s Degree, Sociology, Magna Cum Laude
Clint Mitchell Clint Mitchell's First Capital Experience October 2003 - August 2006
Job Managing Partner
Industry Financial Services
Experience
Fieldstone Development Capital August 2015 - Present
Mainstreet January 2014 - June 2015
Mainstreet September 2012 - December 2013
LCG Capital May 2009 - September 2012
CIT August 2006 - November 2008
First Capital October 2003 - August 2006
Textron Financial May 1999 - October 2003
DMAC June 1997 - May 1999
Angies List 1996 - 1996
Skills
Mergers & Acquisitions, Acquisitions, Real Estate, Investments, Corporate Development, Property, Due Diligence, Financial Modeling, Corporate Finance, Portfolio Management, Private Equity, Valuation, Financial Analysis, Commercial Lending, Credit, Investment Banking, Banking, Business Valuation, Risk Management, Venture Capital, Mergers, Business Development, Capital Markets, Asset Based Lending, Finance, Funding, Loans, Middle Market, Strategic Planning, Management, Capital, Capital Raising, Mezzanine
Education
DePauw University 1993 — 1997
BA, Economics
Georgetown University 1994 — 1994
Fieldstone Development Capital August 2015 - Present
Mainstreet January 2014 - June 2015
Mainstreet September 2012 - December 2013
LCG Capital May 2009 - September 2012
CIT August 2006 - November 2008
First Capital October 2003 - August 2006
Textron Financial May 1999 - October 2003
DMAC June 1997 - May 1999
Angies List 1996 - 1996
Skills
Mergers & Acquisitions, Acquisitions, Real Estate, Investments, Corporate Development, Property, Due Diligence, Financial Modeling, Corporate Finance, Portfolio Management, Private Equity, Valuation, Financial Analysis, Commercial Lending, Credit, Investment Banking, Banking, Business Valuation, Risk Management, Venture Capital, Mergers, Business Development, Capital Markets, Asset Based Lending, Finance, Funding, Loans, Middle Market, Strategic Planning, Management, Capital, Capital Raising, Mezzanine
Education
DePauw University 1993 — 1997
BA, Economics
Georgetown University 1994 — 1994
Rebecca Middlebrooks Rebecca Middlebrooks's First Capital Experience August 2001 - June 2015
Job Financial Accountant at First Capital
Industry Financial Services
Experience
First Capital August 2001 - June 2015
Skills
Accounting, Financial Reporting, Account Reconciliation, Auditing, Financial Analysis, Finance, Financial Accounting
Education
Mid-America Christian University 2015 — 2016
Master of Business Administration (M.B.A.)
Mid-America Christian University
Bachelor’s Degree, Business Administration and Management, General
First Capital August 2001 - June 2015
Skills
Accounting, Financial Reporting, Account Reconciliation, Auditing, Financial Analysis, Finance, Financial Accounting
Education
Mid-America Christian University 2015 — 2016
Master of Business Administration (M.B.A.)
Mid-America Christian University
Bachelor’s Degree, Business Administration and Management, General
Lance Baker Lance Baker's First Capital Experience January 2008 - Present
Job Senior Vice President & Chief Litigation, Bankruptcy and Workout Counsel
Industry Financial Services
Experience
First Capital January 2008 - Present
Capital Factors, Inc. January 1995 - January 2008
Ruden, McClosky, Smith, Schuster & Russell, P.A. June 1986 - January 1995
Hall, Estill, Hardwick, Gable, Collingsworth & Nelson September 1985 - May 1986
U.S. Senator Gary Hart 1985 - 1985
Woods & Hyman 1983 - 1985
District Attorney, County of New York (Manhattan) June 1984 - September 1984
KHFI/FM, KTON/FM, KUHF/FM and KTLU/ KWRW 1977 - 1982
Skills
Commercial Lending, Commercial Litigation, Commercial Finance, Asset Based Lending, Asset Based Finance, Mergers & Acquisitions, Finance, Bankruptcy, Commercial Bankruptcy, Structured Finance, Restructuring, Asset Management, Civil Litigation, Complex commercial..., Trials, Arbitration, Real estate litigation, Creditors' Rights, Contract Negotiation, Chapter 11, Financial Institutions, Avoidance actions, Adversaries, Fraudulent conveyance, Business reorganization, Business liquidation, Forbearance agreements, Commercial foreclosures, Receiverships, Corporate law, Uniform Commercial Code, Uniform Commercial Code..., Joint ventures, Partnerships, Law firm management, Business torts, Trial tactics, Commercial workouts, Preference claims, Dispute Resolution, Insolvency Law, Transactional Law, Public Speaking, Contract Law, Settlement Agreements, Complex Litigation, Negotiations, Mediation, Workouts, Travel
Education
University of Denver - Sturm College of Law 1982 — 1985
Doctor of Jurisprudence/Juris Doctor with Honors, Advocacy Skills Specialization, Class Rank: Top 10%
The University of Texas at Austin 1977 — 1981
Bachelor of Science (B.S.), Communications/Journalism, Cum Laude
First Capital January 2008 - Present
Capital Factors, Inc. January 1995 - January 2008
Ruden, McClosky, Smith, Schuster & Russell, P.A. June 1986 - January 1995
Hall, Estill, Hardwick, Gable, Collingsworth & Nelson September 1985 - May 1986
U.S. Senator Gary Hart 1985 - 1985
Woods & Hyman 1983 - 1985
District Attorney, County of New York (Manhattan) June 1984 - September 1984
KHFI/FM, KTON/FM, KUHF/FM and KTLU/ KWRW 1977 - 1982
Skills
Commercial Lending, Commercial Litigation, Commercial Finance, Asset Based Lending, Asset Based Finance, Mergers & Acquisitions, Finance, Bankruptcy, Commercial Bankruptcy, Structured Finance, Restructuring, Asset Management, Civil Litigation, Complex commercial..., Trials, Arbitration, Real estate litigation, Creditors' Rights, Contract Negotiation, Chapter 11, Financial Institutions, Avoidance actions, Adversaries, Fraudulent conveyance, Business reorganization, Business liquidation, Forbearance agreements, Commercial foreclosures, Receiverships, Corporate law, Uniform Commercial Code, Uniform Commercial Code..., Joint ventures, Partnerships, Law firm management, Business torts, Trial tactics, Commercial workouts, Preference claims, Dispute Resolution, Insolvency Law, Transactional Law, Public Speaking, Contract Law, Settlement Agreements, Complex Litigation, Negotiations, Mediation, Workouts, Travel
Education
University of Denver - Sturm College of Law 1982 — 1985
Doctor of Jurisprudence/Juris Doctor with Honors, Advocacy Skills Specialization, Class Rank: Top 10%
The University of Texas at Austin 1977 — 1981
Bachelor of Science (B.S.), Communications/Journalism, Cum Laude
Najeeb Baqui's First Capital Experience December 2011 - November 2013
Job Vice President at Rioux Capital
Industry Financial Services
Experience
Rioux Capital June 2014 - Present
International Economic Alliance June 2010 - Present
University of Houston-Downtown February 2014 - June 2014
First Capital December 2011 - November 2013
Rockspring Capital October 2010 - November 2011
Asian Tiger Capital Partners October 2008 - May 2010
Siddique International January 2008 - October 2008
Pershing LLC, Jersey City, NJ 2007 - 2008
UBS Wealth Management, New York, NY January 2006 - May 2006
Dialogue Direct May 2004 - May 2006
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equities, Hedge Funds, Finance, Capital Markets, Equity Valuation, Due Diligence, Equity Research, Investment Banking, Financial Analysis, Corporate Finance, Project Finance, Credit Analysis, Credit Risk, Alternative Investments, Restructuring, Funding, Capital, Credit, Corporate Development, Private Placements, Asset Based Finance, Bloomberg, Banking, Business Development, Loans, Asset Based Lending, Mutual Funds, Business Valuation, Economics, Emerging Markets
Education
Pace University - Lubin School of Business 2004 — 2006
BBA, Finance & Economics
Adelphi University 2002 — 2004
Bachelor of Science (BS), BS, Finance
Rioux Capital June 2014 - Present
International Economic Alliance June 2010 - Present
University of Houston-Downtown February 2014 - June 2014
First Capital December 2011 - November 2013
Rockspring Capital October 2010 - November 2011
Asian Tiger Capital Partners October 2008 - May 2010
Siddique International January 2008 - October 2008
Pershing LLC, Jersey City, NJ 2007 - 2008
UBS Wealth Management, New York, NY January 2006 - May 2006
Dialogue Direct May 2004 - May 2006
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equities, Hedge Funds, Finance, Capital Markets, Equity Valuation, Due Diligence, Equity Research, Investment Banking, Financial Analysis, Corporate Finance, Project Finance, Credit Analysis, Credit Risk, Alternative Investments, Restructuring, Funding, Capital, Credit, Corporate Development, Private Placements, Asset Based Finance, Bloomberg, Banking, Business Development, Loans, Asset Based Lending, Mutual Funds, Business Valuation, Economics, Emerging Markets
Education
Pace University - Lubin School of Business 2004 — 2006
BBA, Finance & Economics
Adelphi University 2002 — 2004
Bachelor of Science (BS), BS, Finance
Taylor Backus Taylor Backus's First Capital Experience April 2009 - March 2015
Job Commercial Finance
Industry Financial Services
Experience
BancFirst May 2015 - Present
First Capital April 2009 - March 2015
First Capital March 2007 - April 2009
Acts of Kindness Foundation June 2005 - March 2007
Concorde Acceptance January 2005 - June 2005
Skills
Finance, Commercial Lending, Credit Analysis, Financial Analysis, Credit, Account Management, Asset Based Lending, Risk Management, Forecasting, Loans, Management, Customer Service, Analysis, Budgets, Financial Modeling, Portfolio Management
Education
Oklahoma State University 1999 — 2004
Bachelor of Science (BS), Finance, General
BancFirst May 2015 - Present
First Capital April 2009 - March 2015
First Capital March 2007 - April 2009
Acts of Kindness Foundation June 2005 - March 2007
Concorde Acceptance January 2005 - June 2005
Skills
Finance, Commercial Lending, Credit Analysis, Financial Analysis, Credit, Account Management, Asset Based Lending, Risk Management, Forecasting, Loans, Management, Customer Service, Analysis, Budgets, Financial Modeling, Portfolio Management
Education
Oklahoma State University 1999 — 2004
Bachelor of Science (BS), Finance, General
Michael Danielson Michael Danielson's First Capital Experience February 2006 - June 2015
Job Treasury Coordinator II at First Capital
Industry Financial Services
Experience
First Capital February 2006 - June 2015
First Capital February 2006 - January 2012
Fairfield Residential, LLC 2004 - 2006
Webster Bank 2001 - 2004
Skills
Treasury Services, Banking, Cash Management, Treasury, Letters of Credit, Finance, Treasury Management, ACH, Financial Services, Lockbox, Credit, Invoice Discounting, Accounting, Loans, Commercial Banking, Microsoft Office, SAP Security..., Domestic Wires, International Wires, SWIFT payments, Auditing, Payments, Internet Banking, Microsoft Excel, Account Reconciliation, General Ledger
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Business Studies in Marketing
Southern New Hampshire University 2010 — 2014
Associate's degree, AS Business Administration, 3.4gpa
Two Rivers Washington High School 1994 — 1998
High School Graduate, HSD
First Capital February 2006 - June 2015
First Capital February 2006 - January 2012
Fairfield Residential, LLC 2004 - 2006
Webster Bank 2001 - 2004
Skills
Treasury Services, Banking, Cash Management, Treasury, Letters of Credit, Finance, Treasury Management, ACH, Financial Services, Lockbox, Credit, Invoice Discounting, Accounting, Loans, Commercial Banking, Microsoft Office, SAP Security..., Domestic Wires, International Wires, SWIFT payments, Auditing, Payments, Internet Banking, Microsoft Excel, Account Reconciliation, General Ledger
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Business Studies in Marketing
Southern New Hampshire University 2010 — 2014
Associate's degree, AS Business Administration, 3.4gpa
Two Rivers Washington High School 1994 — 1998
High School Graduate, HSD
Mark Schroeder Mark Schroeder's First Capital Experience May 2013 - April 2015
Job Managing Director at Narragansett Capital, LLC
Industry Financial Services
Experience
Narragansett Capital, LLC November 2011 - Present
First Capital May 2013 - April 2015
MidCap Business Credit, LLC January 2012 - May 2013
Narragansett Capital, LLC November 2011 - January 2012
TAB Bank April 2011 - October 2011
Great Lakes Business Credit November 2008 - April 2011
A/R Funding April 2006 - November 2008
Textron Financial 2002 - 2004
First Business 2002 - 2002
First Business 2002 - 2002
Skills
Relationship Development, Strategic Thinking, Intermediary, Asset Based Lending, Middle Market, Commercial Finance, Mergers, Factoring, Loans, Credit, Commercial Banking, Commercial Lending, Restructuring, Debt Restructuring, Credit Analysis, Finance, Mergers & Acquisitions, Financial Modeling, Small Business Lending, Business Development, Portfolio Management, Executive Management, Leveraged Finance, Corporate Finance, Structured Finance, Working Capital..., Inter-personal, Lines Of Credit, Financial Structuring, Cash Flow Lending, Financial Analysis, Due Diligence, Investments, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Illinois at Chicago 1983 — 1987
B.S., Finance
Narragansett Capital, LLC November 2011 - Present
First Capital May 2013 - April 2015
MidCap Business Credit, LLC January 2012 - May 2013
Narragansett Capital, LLC November 2011 - January 2012
TAB Bank April 2011 - October 2011
Great Lakes Business Credit November 2008 - April 2011
A/R Funding April 2006 - November 2008
Textron Financial 2002 - 2004
First Business 2002 - 2002
First Business 2002 - 2002
Skills
Relationship Development, Strategic Thinking, Intermediary, Asset Based Lending, Middle Market, Commercial Finance, Mergers, Factoring, Loans, Credit, Commercial Banking, Commercial Lending, Restructuring, Debt Restructuring, Credit Analysis, Finance, Mergers & Acquisitions, Financial Modeling, Small Business Lending, Business Development, Portfolio Management, Executive Management, Leveraged Finance, Corporate Finance, Structured Finance, Working Capital..., Inter-personal, Lines Of Credit, Financial Structuring, Cash Flow Lending, Financial Analysis, Due Diligence, Investments, Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Illinois at Chicago 1983 — 1987
B.S., Finance
Omar Miranda's First Capital Experience January 2007 - March 2010
Job International & Domestic Credit Analysis and Portfolio Management
Industry Financial Services
Experience
Houghton Mifflin Harcourt September 2014 - Present
LSQ Funding Group April 2010 - February 2014
First Capital January 2007 - March 2010
Skills
Credit, Credit Analysis, Finance, Portfolio Management, Factoring, Credit Risk, Commercial Lending, Risk Management, Microsoft Office, Collections, Accounts Receivable, Dunn & Bradstreet, Credit Insurance, National Association of..., Euler Hermes, Asset Based Lending, Funding, Small Business Lending, Commercial Banking, Credit Management, Credit Scoring, Financial Statement..., Loan Servicing, Employee Training, SAP
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Finance, General
Houghton Mifflin Harcourt September 2014 - Present
LSQ Funding Group April 2010 - February 2014
First Capital January 2007 - March 2010
Skills
Credit, Credit Analysis, Finance, Portfolio Management, Factoring, Credit Risk, Commercial Lending, Risk Management, Microsoft Office, Collections, Accounts Receivable, Dunn & Bradstreet, Credit Insurance, National Association of..., Euler Hermes, Asset Based Lending, Funding, Small Business Lending, Commercial Banking, Credit Management, Credit Scoring, Financial Statement..., Loan Servicing, Employee Training, SAP
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Finance, General
Justin Burrow Justin Burrow's First Capital Experience October 2006 - May 2015
Job AVP Data Warehouse Architect at Ares Management
Industry Financial Services
Experience
Ares Management May 2015 - Present
First Capital October 2006 - May 2015
Hertz June 1999 - October 2006
Skills
Data Warehousing, Data Mining, Data Analysis, Microsoft SQL Server, Wherescape Red, Software Development, C#, Web Application..., IT Management, IT Operations, T-SQL, Web Development, ASP.NET MVC, Web Design, Responsive Web Design, ASP.NET, VB.NET, HTML5, LINQ, Visual Studio, jQuery, AngularJS, Backbone.js, JavaScript, XML, IIS, ASP, REST, Windows Azure, SSRS, Object Oriented Design
Education
Southern Nazarene University 2003 — 2005
Bachelor of Science in Network Management, Information Technology
Oklahoma Baptist University 1998 — 1999
Management Information Systems, General
Ares Management May 2015 - Present
First Capital October 2006 - May 2015
Hertz June 1999 - October 2006
Skills
Data Warehousing, Data Mining, Data Analysis, Microsoft SQL Server, Wherescape Red, Software Development, C#, Web Application..., IT Management, IT Operations, T-SQL, Web Development, ASP.NET MVC, Web Design, Responsive Web Design, ASP.NET, VB.NET, HTML5, LINQ, Visual Studio, jQuery, AngularJS, Backbone.js, JavaScript, XML, IIS, ASP, REST, Windows Azure, SSRS, Object Oriented Design
Education
Southern Nazarene University 2003 — 2005
Bachelor of Science in Network Management, Information Technology
Oklahoma Baptist University 1998 — 1999
Management Information Systems, General
Valerie Coons Boggs, CPP/PHR's First Capital Experience 2008 - 2009
Job Payroll Professional/Human Resources Business Partner
Industry Building Materials
Experience
Cedar Creek 2012 - 2014
Hyatt Hotels Corporation 2011 - 2012
Hyatt Hotels Corporation 2009 - 2011
First Capital 2008 - 2009
Sonic Drive-In 2007 - 2008
Danny's Family Companies 2005 - 2008
Big O Tires 1998 - 2007
Skills
Customer Service, Payroll, HR Policies, Employee Relations, HRIS, Performance Management, FMLA, New Hire Orientations, Onboarding, Labor Relations, Benefits Administration, Deferred Compensation, Employee Benefits, ADP Payroll, Employee Handbooks, Workforce Planning, Job Descriptions, Human Resources
Education
FMLA
FMLA
University of Phoenix 2014 — 2015
Bachelor's Degree, Management, 3.89
Automatic Data Processing, Inc. (ADP)
Payroll
American Payroll Association (APA)
Payroll
Cedar Creek 2012 - 2014
Hyatt Hotels Corporation 2011 - 2012
Hyatt Hotels Corporation 2009 - 2011
First Capital 2008 - 2009
Sonic Drive-In 2007 - 2008
Danny's Family Companies 2005 - 2008
Big O Tires 1998 - 2007
Skills
Customer Service, Payroll, HR Policies, Employee Relations, HRIS, Performance Management, FMLA, New Hire Orientations, Onboarding, Labor Relations, Benefits Administration, Deferred Compensation, Employee Benefits, ADP Payroll, Employee Handbooks, Workforce Planning, Job Descriptions, Human Resources
Education
FMLA
FMLA
University of Phoenix 2014 — 2015
Bachelor's Degree, Management, 3.89
Automatic Data Processing, Inc. (ADP)
Payroll
American Payroll Association (APA)
Payroll
John Todd's First Capital Experience August 2010 - September 2011
Job Providing companies with asset based loans and commercial real estate loans nationally.
Industry Banking
Experience
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Alostar Business Credit September 2011 - Present
First Capital August 2010 - September 2011
CapitalSource / DMD Special Situations September 2006 - February 2010
CapitalSource January 2005 - January 2010
JP Morgan Chase February 2003 - January 2005
Wells Fargo Foothill October 1998 - February 2003
Congress Financial 1995 - 1998
Skills
New Business Development, Structured Finance, Asset Based Lending, Working Capital..., Restructuring, Buyouts, LBO, Debt, Asset Finance, Commercial Finance, Lines Of Credit, Lender, Turnaround Situations, Recapitalizations, Commercial Lending, Secured Financing, Asset Backed Financing, Turn Around Management, Rediscount, Lender Finance, Mergers & Acquisitions, Finance, Banking, Factoring, ABS, Private Equity, Debt Restructuring, Financial Structuring, Leveraged Finance, Loans, Investment Banking, Syndications, Capital, Underwriting, Middle Market, Cash Flow, Acquisitions
Education
Michigan State University 1991 — 1995
Bachelors, Accounting
Detroit Country Day 1990 — 1991
Michel Lynch Michel Lynch's First Capital Experience November 2012 - April 2015
Job Regional Sales Manager at Triumph Commercial Finance
Industry Financial Services
Experience
Triumph Commercial Finance May 2015 - Present
First Capital November 2012 - April 2015
Marquette Financial Companies September 2009 - November 2012
Wells Fargo Business Credit September 2004 - July 2009
Skills
Asset Based Lending, Factoring, Debt Restructuring, Commercial Lending, Credit, Workout, Commercial Banking, Loans, Middle Market, Credit Analysis, Small Business Lending, Cash Flow Lending, Banking, Financial Analysis, Portfolio Management
Education
Iowa State University 1986 — 1990
Bachelors Degree, Accounting
Triumph Commercial Finance May 2015 - Present
First Capital November 2012 - April 2015
Marquette Financial Companies September 2009 - November 2012
Wells Fargo Business Credit September 2004 - July 2009
Skills
Asset Based Lending, Factoring, Debt Restructuring, Commercial Lending, Credit, Workout, Commercial Banking, Loans, Middle Market, Credit Analysis, Small Business Lending, Cash Flow Lending, Banking, Financial Analysis, Portfolio Management
Education
Iowa State University 1986 — 1990
Bachelors Degree, Accounting
Matt Grimes Matt Grimes's First Capital Experience June 2011 - May 2015
Job Managing Director at Ares Management
Industry Financial Services
Experience
Ares Management May 2015 - Present
First Capital June 2011 - May 2015
CRG Partners 2009 - 2011
GoldenTree Asset Management May 2006 - December 2007
Tennenbaum Capital Partners, LLC November 2002 - June 2006
Congress Financial 1995 - 2002
Skills
Asset Based Lending, Structuring, Commercial Finance, Debt, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Alternative Investments, Valuation, Hedge Funds, Mezzanine, New Business Development, Loan Origination, Banking, Financial Analysis, Lines Of Credit, Restructuring, Budgeting, Leveraged Finance, Deal Structuring, Underwriting, Capital Markets, Funding, Negotiation, Financial Structuring, CPA, Finance, Equities, Financial Services, Investments, Private Equity, Due Diligence, Structured Finance, Middle Market, Turn Around Management, Corporate Finance
Education
USC Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1986
Bachelor of Arts, Social Sciences
Ares Management May 2015 - Present
First Capital June 2011 - May 2015
CRG Partners 2009 - 2011
GoldenTree Asset Management May 2006 - December 2007
Tennenbaum Capital Partners, LLC November 2002 - June 2006
Congress Financial 1995 - 2002
Skills
Asset Based Lending, Structuring, Commercial Finance, Debt, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Alternative Investments, Valuation, Hedge Funds, Mezzanine, New Business Development, Loan Origination, Banking, Financial Analysis, Lines Of Credit, Restructuring, Budgeting, Leveraged Finance, Deal Structuring, Underwriting, Capital Markets, Funding, Negotiation, Financial Structuring, CPA, Finance, Equities, Financial Services, Investments, Private Equity, Due Diligence, Structured Finance, Middle Market, Turn Around Management, Corporate Finance
Education
USC Marshall School of Business 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1986
Bachelor of Arts, Social Sciences
Alexander Krivov Alexander Krivov's First Capital Experience January 2011 - June 2011
Job Loan Originator at NationsTrust Mortgage
Industry Financial Services
Experience
NationsTrust Mortgage December 2014 - Present
Morningside Mortgage Corporation June 2013 - December 2014
EarlyShares.com June 2012 - November 2012
One Laptop Per Child June 2011 - June 2012
First Capital January 2011 - June 2011
First Capital October 2009 - January 2011
Bank Premier August 2008 - October 2009
Merrill Lynch April 2008 - June 2008
Skills
Relationship Management, Eastern Europe, Financial Analysis, Financial Modeling, Start-ups, Banking, Investments, Alternative Investments, Entrepreneurship, Due Diligence, Business Development, Analysis, Finance, Management, Strategic Planning
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida International University 2005 — 2007
Bachelor's degree, Hospitality Administration/Management
Institut Hotelier Cesar Ritz 2003 — 2004
Higher Diploma In Hotel Management, Hospitality Administration/Management
NationsTrust Mortgage December 2014 - Present
Morningside Mortgage Corporation June 2013 - December 2014
EarlyShares.com June 2012 - November 2012
One Laptop Per Child June 2011 - June 2012
First Capital January 2011 - June 2011
First Capital October 2009 - January 2011
Bank Premier August 2008 - October 2009
Merrill Lynch April 2008 - June 2008
Skills
Relationship Management, Eastern Europe, Financial Analysis, Financial Modeling, Start-ups, Banking, Investments, Alternative Investments, Entrepreneurship, Due Diligence, Business Development, Analysis, Finance, Management, Strategic Planning
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida International University 2005 — 2007
Bachelor's degree, Hospitality Administration/Management
Institut Hotelier Cesar Ritz 2003 — 2004
Higher Diploma In Hotel Management, Hospitality Administration/Management
Jill Cagle Jill Cagle's First Capital Experience January 2003 - 2015
Job Receptionist/Office Assistant
Industry Executive Office
Experience
First Capital January 2003 - 2015
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Administrative..., PowerPoint, Data Entry, Event Planning, Office Administration, Time Management, Office Management, Teamwork
Education
Oklahoma City Community College
Associate’s Degree, Business Administration
First Capital January 2003 - 2015
Skills
Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Administrative..., PowerPoint, Data Entry, Event Planning, Office Administration, Time Management, Office Management, Teamwork
Education
Oklahoma City Community College
Associate’s Degree, Business Administration
Anthony Cianciotti Anthony Cianciotti's First Capital Experience May 2013 - April 2015
Job Counsel at McGuireWoods LLP
Industry Law Practice
Experience
McGuireWoods LLP July 2015 - Present
First Capital May 2013 - April 2015
Parker Hudson Rainer & Dobbs LLP November 2005 - April 2013
Team Blue Sky, Inc. (d/b/a Domino's Pizza) 1998 - 2005
Fried, Frank, Harris, Shriver & Jacobson 1991 - 1997
Skills
Secured Lending, Asset Based Lending, Corporate Governance, Commercial Finance, Real Estate, In-Transit Inventory..., Trade Acceptance Finance, Secured Financing, Finance, Banking, Corporate Law, Loans, Credit, Licensing, Restructuring, Due Diligence, Litigation, Mergers & Acquisitions, Structured Finance, Commercial Litigation
Education
University of Pennsylvania Law School 1988 — 1991
J.D., Law, Magna cum Laude
Boston College 1984 — 1988
B.S., Management / Accounting, Summa cum Laude
McGuireWoods LLP July 2015 - Present
First Capital May 2013 - April 2015
Parker Hudson Rainer & Dobbs LLP November 2005 - April 2013
Team Blue Sky, Inc. (d/b/a Domino's Pizza) 1998 - 2005
Fried, Frank, Harris, Shriver & Jacobson 1991 - 1997
Skills
Secured Lending, Asset Based Lending, Corporate Governance, Commercial Finance, Real Estate, In-Transit Inventory..., Trade Acceptance Finance, Secured Financing, Finance, Banking, Corporate Law, Loans, Credit, Licensing, Restructuring, Due Diligence, Litigation, Mergers & Acquisitions, Structured Finance, Commercial Litigation
Education
University of Pennsylvania Law School 1988 — 1991
J.D., Law, Magna cum Laude
Boston College 1984 — 1988
B.S., Management / Accounting, Summa cum Laude
Mei Sin Kong's First Capital Experience September 2006 - December 2008
Job
Industry Retail
Experience
Green Kids Closet, LLC January 2011 - January 2012
First Capital September 2006 - December 2008
Infinite Energy Inc May 2000 - June 2006
Skills
Mandarin, Due Diligence, Management, Asset Based Lending, Multilingual, Factoring, Cantonese, Malay, English, Microsoft Office, Natural Gas, Retail Sales, Retail Marketing, Entrepreneurship, Consignment, Childrenswear, Contract Negotiation, Direct Sales, Sales Presentations, Account Management, Customer Engagement, Long-term Customer..., Finance, Underwriting, Funding, Financial Analysis, Financial Services, Marketing, Customer Service
Education
Florida Atlantic University 2007 — 2009
MBA
University of Tennessee-Knoxville 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance & Statistics
University of Tennessee-Knoxville - College of Business Administration 1997 — 2000
Bachelor of Business Administration (BBA), Finance & Statistics
Metropolitan College 1996 — 1997
Green Kids Closet, LLC January 2011 - January 2012
First Capital September 2006 - December 2008
Infinite Energy Inc May 2000 - June 2006
Skills
Mandarin, Due Diligence, Management, Asset Based Lending, Multilingual, Factoring, Cantonese, Malay, English, Microsoft Office, Natural Gas, Retail Sales, Retail Marketing, Entrepreneurship, Consignment, Childrenswear, Contract Negotiation, Direct Sales, Sales Presentations, Account Management, Customer Engagement, Long-term Customer..., Finance, Underwriting, Funding, Financial Analysis, Financial Services, Marketing, Customer Service
Education
Florida Atlantic University 2007 — 2009
MBA
University of Tennessee-Knoxville 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance & Statistics
University of Tennessee-Knoxville - College of Business Administration 1997 — 2000
Bachelor of Business Administration (BBA), Finance & Statistics
Metropolitan College 1996 — 1997
Adam Winter's First Capital Experience August 2007 - January 2010
Job Chiropractor on staff and Functional Neurologist at Dreamer Wellness Center
Industry Health, Wellness and Fitness
Experience
Dreamer Wellness Center August 2013 - Present
Seacrest Health and Wellness Center August 2012 - Present
First Capital August 2007 - January 2010
Skills
Account Management, Microsoft Office, Management, Customer Service, Microsoft Word, Negotiation, Entrepreneurship, Contract Negotiation, Business Strategy, Microsoft Excel, Start-ups, PowerPoint, Event Planning, Public Speaking
Education
Carrick Institute for Graduate Students 2012 — 2014
Diplomate of the American Chiropractic Neurology Board, Functional Neurology
Cleveland Chiropractic College 2006 — 2012
Doctor of Chiropractic, Neurology
Dreamer Wellness Center August 2013 - Present
Seacrest Health and Wellness Center August 2012 - Present
First Capital August 2007 - January 2010
Skills
Account Management, Microsoft Office, Management, Customer Service, Microsoft Word, Negotiation, Entrepreneurship, Contract Negotiation, Business Strategy, Microsoft Excel, Start-ups, PowerPoint, Event Planning, Public Speaking
Education
Carrick Institute for Graduate Students 2012 — 2014
Diplomate of the American Chiropractic Neurology Board, Functional Neurology
Cleveland Chiropractic College 2006 — 2012
Doctor of Chiropractic, Neurology
Brian Reynolds's First Capital Experience April 1998 - November 2006
Job Senior Loan Officer at San Diego Funding
Industry Financial Services
Experience
San Diego Funding March 2014 - Present
Samuel Scott Financial Group November 2006 - March 2014
First Capital April 1998 - November 2006
Skills
FHA, Mortgage Banking, Loans, Mortgage Lending, Credit, Refinance, Loan Origination, Real Estate, Investment Properties, First Time Home Buyers, Residential Mortgages, Investments, Asset Management, Real Estate Economics, Real Estate Financing
Education
University of California, Riverside 1990 — 1995
BS, Business and Finance
San Diego Funding March 2014 - Present
Samuel Scott Financial Group November 2006 - March 2014
First Capital April 1998 - November 2006
Skills
FHA, Mortgage Banking, Loans, Mortgage Lending, Credit, Refinance, Loan Origination, Real Estate, Investment Properties, First Time Home Buyers, Residential Mortgages, Investments, Asset Management, Real Estate Economics, Real Estate Financing
Education
University of California, Riverside 1990 — 1995
BS, Business and Finance
Nigel Fabien's First Capital Experience April 2014 - Present
Job Account Executive at First Capital
Industry Banking
Experience
Ares Management April 2015 - Present
First Capital April 2014 - Present
SunTrust Robinson Humphrey 2010 - April 2014
Wells Fargo Capital Finance April 2006 - November 2010
Mutual of Omaha February 2005 - April 2006
Congress Financial (a Wachovia Company) September 1999 - January 2005
Skills
Portfolio Management, Loans, Credit, Banking
Education
Capella University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Houghton College 1995 — 1999
Bachelor's Degree, Accounting and Business/Management
Ares Management April 2015 - Present
First Capital April 2014 - Present
SunTrust Robinson Humphrey 2010 - April 2014
Wells Fargo Capital Finance April 2006 - November 2010
Mutual of Omaha February 2005 - April 2006
Congress Financial (a Wachovia Company) September 1999 - January 2005
Skills
Portfolio Management, Loans, Credit, Banking
Education
Capella University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Houghton College 1995 — 1999
Bachelor's Degree, Accounting and Business/Management
Vivian Guo's First Capital Experience September 2006 - October 2009
Job Managing director, Founder of JRF International Factoring Ltd (China Factor, FCI, IFG and CFA Member)
Industry Banking
Experience
JRF International Factoring Ltd January 2010 - Present
First Capital September 2006 - October 2009
Horizon Financial Services July 2000 - August 2006
Skills
Loans, Factoring, Trade Finance, Credit, Financial Analysis, Banking, Commercial Lending, Due Diligence, Corporate Finance, New Business Development, Business Planning, Debt, Business Strategy, Business Development
Education
Pace University 1998 — 2000
Master of Business Administration (M.B.A.), finance
Sichuan University 1985 — 1988
Master of Business Administration (MBA), international trade and finance
JRF International Factoring Ltd January 2010 - Present
First Capital September 2006 - October 2009
Horizon Financial Services July 2000 - August 2006
Skills
Loans, Factoring, Trade Finance, Credit, Financial Analysis, Banking, Commercial Lending, Due Diligence, Corporate Finance, New Business Development, Business Planning, Debt, Business Strategy, Business Development
Education
Pace University 1998 — 2000
Master of Business Administration (M.B.A.), finance
Sichuan University 1985 — 1988
Master of Business Administration (MBA), international trade and finance
Janice Polack's First Capital Experience February 2013 - July 2015
Job Human Resources Generalist at First Capital
Industry Human Resources
Experience
Klochner Metals Corporation August 2015 - Present
First Capital February 2013 - July 2015
Wood Group November 2011 - December 2012
Corporate Business Solutions May 2010 - November 2011
Elekta, Inc. June 2001 - May 2009
North Atlanta Scan Associates September 1999 - November 2000
Georgia Power Federal Credit Union October 1998 - September 1999
Skills
Employee Relations, Onboarding, HRIS, Benefits Administration, Human Resources, Recruiting, Employee Benefits, Talent Management, Talent Acquisition, Performance Management, Deferred Compensation, ADP Payroll, Succession Planning, HR Policies, Employee Engagement, Payroll, PeopleSoft, FMLA, Ultipro, Adaptive Planning System, Manufacturing Operations, Taleo, Ishare - Documnet..., I-9 Compliance, Compliance Management, Process Improvement, Organizational..., Employment Law, Training, Compensation & Benefit, Sourcing, Personnel Management, New Hire Orientations, Management, Employee Training, Job Descriptions, Screening
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Master of Science, Human Resource Management
Mercer University 1994 — 1996
Bachelor of Science, Psychology
Klochner Metals Corporation August 2015 - Present
First Capital February 2013 - July 2015
Wood Group November 2011 - December 2012
Corporate Business Solutions May 2010 - November 2011
Elekta, Inc. June 2001 - May 2009
North Atlanta Scan Associates September 1999 - November 2000
Georgia Power Federal Credit Union October 1998 - September 1999
Skills
Employee Relations, Onboarding, HRIS, Benefits Administration, Human Resources, Recruiting, Employee Benefits, Talent Management, Talent Acquisition, Performance Management, Deferred Compensation, ADP Payroll, Succession Planning, HR Policies, Employee Engagement, Payroll, PeopleSoft, FMLA, Ultipro, Adaptive Planning System, Manufacturing Operations, Taleo, Ishare - Documnet..., I-9 Compliance, Compliance Management, Process Improvement, Organizational..., Employment Law, Training, Compensation & Benefit, Sourcing, Personnel Management, New Hire Orientations, Management, Employee Training, Job Descriptions, Screening
Education
Keller Graduate School of Management of DeVry University 2000 — 2002
Master of Science, Human Resource Management
Mercer University 1994 — 1996
Bachelor of Science, Psychology
Dana Felix's First Capital Experience November 2006 - Present
Job Underwriter at First Capital
Industry Financial Services
Experience
First Capital November 2006 - Present
CapitalSource LLC - Atlanta, GA August 2005 - November 2006
Bank of America Business Capital (Formerly Fleet Capital) - Atlanta, GA February 2000 - July 2005
Bank of America Business Capital 2000 - 2005
Wink Davis Equipment Co. - Atlanta, GA June 1998 - February 2000
Grant Thornton LLP - Atlanta Office May 1994 - June 1998
Urbach, Kahn & Werlin PC - Albany, NY September 1990 - May 1994
Education
Binghamton University 1986 — 1990
First Capital November 2006 - Present
CapitalSource LLC - Atlanta, GA August 2005 - November 2006
Bank of America Business Capital (Formerly Fleet Capital) - Atlanta, GA February 2000 - July 2005
Bank of America Business Capital 2000 - 2005
Wink Davis Equipment Co. - Atlanta, GA June 1998 - February 2000
Grant Thornton LLP - Atlanta Office May 1994 - June 1998
Urbach, Kahn & Werlin PC - Albany, NY September 1990 - May 1994
Education
Binghamton University 1986 — 1990
Mark Robertson's First Capital Experience 2003 - 2007
Job Branch Manager/Mortgage Advisor
Industry Financial Services
Experience
Caliber Home Loans August 2014 - Present
Samuel Scott Financial Group October 2006 - August 2014
Prudential California Realty 2004 - 2007
First Capital 2003 - 2007
Walt Disney World 1999 - 2003
Skills
Credit, Real Estate, Self-Employed Borrowers, Loans, First Time Home Buyers, Mortgage Lending, Marketing, Leadership, Real Estate Financing, FHA, Refinance, Residential Homes, Finance, Investment Properties, Residential Mortgages, Selling, Customer Service, Investors, Short Sales, Time Management, Mortgage Banking, Small Business, Foreclosures, REO, Real Estate Transactions, Referrals, Loan Origination, Commercial Lending, FHA financing
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelors, Business Management
Danville Area Community College 1995 — 1997
Associates, Science
Danville High School
Caliber Home Loans August 2014 - Present
Samuel Scott Financial Group October 2006 - August 2014
Prudential California Realty 2004 - 2007
First Capital 2003 - 2007
Walt Disney World 1999 - 2003
Skills
Credit, Real Estate, Self-Employed Borrowers, Loans, First Time Home Buyers, Mortgage Lending, Marketing, Leadership, Real Estate Financing, FHA, Refinance, Residential Homes, Finance, Investment Properties, Residential Mortgages, Selling, Customer Service, Investors, Short Sales, Time Management, Mortgage Banking, Small Business, Foreclosures, REO, Real Estate Transactions, Referrals, Loan Origination, Commercial Lending, FHA financing
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelors, Business Management
Danville Area Community College 1995 — 1997
Associates, Science
Danville High School
Steve Santini's First Capital Experience October 2011 - May 2015
Job VP / Senior Portfolio Mgr HSBC Bank USA NA
Industry Banking
Experience
HSBC Bank USA, N.A. June 2015 - Present
First Capital October 2011 - May 2015
Wells Fargo Business Credit November 2007 - October 2011
Textron Financial 2006 - 2007
IBM Credit LLC 1999 - 2006
CIT Group Credit Finance June 1997 - March 1999
Bank of America Business Credit 1992 - 1997
Security Pacific Business Credit 1985 - 1987
Skills
Asset Based Lending, Portfolio Management, Commercial Banking, Commercial Finance, Commercial Lending, Restructuring, Cash Flow Lending, Credit Risk, Corporate Finance, Financial Analysis, Banking, Credit Analysis, Factoring, Underwriting, Credit, Loans, Middle Market, Finance, Small Business Lending, Loan Origination
Education
Iona College 1978 — 1982
BBA, Accounting
Iona College 1978 — 1982
MBA, Financial Management
HSBC Bank USA, N.A. June 2015 - Present
First Capital October 2011 - May 2015
Wells Fargo Business Credit November 2007 - October 2011
Textron Financial 2006 - 2007
IBM Credit LLC 1999 - 2006
CIT Group Credit Finance June 1997 - March 1999
Bank of America Business Credit 1992 - 1997
Security Pacific Business Credit 1985 - 1987
Skills
Asset Based Lending, Portfolio Management, Commercial Banking, Commercial Finance, Commercial Lending, Restructuring, Cash Flow Lending, Credit Risk, Corporate Finance, Financial Analysis, Banking, Credit Analysis, Factoring, Underwriting, Credit, Loans, Middle Market, Finance, Small Business Lending, Loan Origination
Education
Iona College 1978 — 1982
BBA, Accounting
Iona College 1978 — 1982
MBA, Financial Management
Scott Engel's First Capital Experience 1999 - 2013
Job Sr. Loan Consultant and Sales Manager at New American Funding
Industry Real Estate
Experience
Consolidated Lending Partners at New American Funding December 2013 - Present
First Capital 1999 - 2013
Skills
Mortgage Banking, FHA, Real Estate, Foreclosures, Refinance, Investment Properties, Sellers, First Time Home Buyers, REO, Investors, Short Sales, Loans, Loan Origination, Sales, Residential Homes
Education
Pepperdine University 1995 — 1999
Consolidated Lending Partners at New American Funding December 2013 - Present
First Capital 1999 - 2013
Skills
Mortgage Banking, FHA, Real Estate, Foreclosures, Refinance, Investment Properties, Sellers, First Time Home Buyers, REO, Investors, Short Sales, Loans, Loan Origination, Sales, Residential Homes
Education
Pepperdine University 1995 — 1999
Audrey Grim's First Capital Experience June 2005 - May 2007
Job Corporate Finance and Compliance / Treasury
Industry Utilities
Experience
Energy Future Holdings July 2013 - Present
TXU Energy July 2012 - February 2013
Luminant Energy January 2010 - July 2012
Energy Future Holdings April 2008 - January 2010
TXU August 2007 - April 2008
First Capital June 2005 - May 2007
Skills
Investments, Natural Gas, SharePoint, Commodity Markets, Financial Accounting, Six Sigma
Education
University of Central Oklahoma - College of Business Administration 2001 — 2007
MBA
Energy Future Holdings July 2013 - Present
TXU Energy July 2012 - February 2013
Luminant Energy January 2010 - July 2012
Energy Future Holdings April 2008 - January 2010
TXU August 2007 - April 2008
First Capital June 2005 - May 2007
Skills
Investments, Natural Gas, SharePoint, Commodity Markets, Financial Accounting, Six Sigma
Education
University of Central Oklahoma - College of Business Administration 2001 — 2007
MBA
Kristi Wellner's First Capital Experience January 2014 - April 2015
Job Owner, Wellner Consulting Services
Industry Financial Services
Experience
First Capital January 2014 - April 2015
Wellner Consulting Services 2007 - January 2014
Evergreen Collateral Consulting 2000 - 2007
AmSouth Bank 1991 - 1996
Skills
Financial Analysis, Management, Due Diligence, Auditing, Asset Based Lending, Retail, Credit, Finance, Credit Analysis, Risk Management, Banking, Credit Risk, Manufacturing, Loans, Corporate Finance
Education
University of Idaho 1981 — 1985
First Capital January 2014 - April 2015
Wellner Consulting Services 2007 - January 2014
Evergreen Collateral Consulting 2000 - 2007
AmSouth Bank 1991 - 1996
Skills
Financial Analysis, Management, Due Diligence, Auditing, Asset Based Lending, Retail, Credit, Finance, Credit Analysis, Risk Management, Banking, Credit Risk, Manufacturing, Loans, Corporate Finance
Education
University of Idaho 1981 — 1985
Bette Brothers's First Capital Experience 1985 - 1994
Job Business Analyst at CSC
Industry Financial Services
Experience
CSC May 1994 - Present
First Capital 1985 - 1994
Skills
Visio, Fileaid, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Vendor Management, Business Requirements, Program Management, PMO, Requirements Gathering, Software Documentation, PMP, IT Strategy, Integration
Education
Palomar College
CSC May 1994 - Present
First Capital 1985 - 1994
Skills
Visio, Fileaid, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Vendor Management, Business Requirements, Program Management, PMO, Requirements Gathering, Software Documentation, PMP, IT Strategy, Integration
Education
Palomar College
Mignon Winston's First Capital Experience September 2012 - May 2015
Job First Vice President & Portfolio Manager at Sterling National Bank
Industry Banking
Experience
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Ellen Finnerty, SPHR's First Capital Experience July 2007 - September 2010
Job Chief Human Resources Officer
Industry Health, Wellness and Fitness
Experience
Vitacost.com April 2011 - Present
First Capital July 2007 - September 2010
Fidelity National Information Services February 2003 - April 2007
Florida Power & Light 1988 - 1993
Skills
Employee Relations, Onboarding, Deferred Compensation, Benefits Administration, Succession Planning, Employee Benefits, Coaching, Team Building, Human Resources, Applicant Tracking..., HRIS, Recruiting, Management, Talent Acquisition, Training, Talent Management, Leadership, Employee Engagement, Leadership Development, Employee Training, College Recruiting, Personnel Management, Organizational..., Interviews, FMLA, Workforce Planning, Performance Management, Hiring, Temporary Placement, New Hire Orientations, Employment Law, Conflict Resolution, Payroll, HR Policies, Technical Recruiting, Internet Recruiting, Career Development, Organizational..., Sourcing, Employee Recognition
Education
Palm Beach Gardens High School
University of Florida
BA, Liberal Arts
Vitacost.com April 2011 - Present
First Capital July 2007 - September 2010
Fidelity National Information Services February 2003 - April 2007
Florida Power & Light 1988 - 1993
Skills
Employee Relations, Onboarding, Deferred Compensation, Benefits Administration, Succession Planning, Employee Benefits, Coaching, Team Building, Human Resources, Applicant Tracking..., HRIS, Recruiting, Management, Talent Acquisition, Training, Talent Management, Leadership, Employee Engagement, Leadership Development, Employee Training, College Recruiting, Personnel Management, Organizational..., Interviews, FMLA, Workforce Planning, Performance Management, Hiring, Temporary Placement, New Hire Orientations, Employment Law, Conflict Resolution, Payroll, HR Policies, Technical Recruiting, Internet Recruiting, Career Development, Organizational..., Sourcing, Employee Recognition
Education
Palm Beach Gardens High School
University of Florida
BA, Liberal Arts
Paul Crowell's First Capital Experience August 2006 - Present
Job IT Support Tech / student at First Capital
Industry Information Technology and Services
Experience
First Capital August 2006 - Present
Hale & Associates February 2005 - July 2006
Microcomputing Services Center July 2001 - December 2004
Education
Northeastern State University 2002 — 2009
MIS
First Capital August 2006 - Present
Hale & Associates February 2005 - July 2006
Microcomputing Services Center July 2001 - December 2004
Education
Northeastern State University 2002 — 2009
MIS
Gina Cammarata's First Capital Experience June 2013 - May 2015
Job Vice President at Ares Management
Industry Financial Services
Experience
Ares Management May 2015 - Present
First Capital June 2013 - May 2015
Presidential Financial October 2005 - July 2013
Presidential Financial Corporation October 2005 - August 2007
Skills
Small Business Lending, Asset Based Lending, Finance, Commercial Lending, Analysis, Credit Analysis, Credit, Portfolio Management, Factoring, Accounting, Credit Risk, Underwriting
Education
Georgia State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Ares Management May 2015 - Present
First Capital June 2013 - May 2015
Presidential Financial October 2005 - July 2013
Presidential Financial Corporation October 2005 - August 2007
Skills
Small Business Lending, Asset Based Lending, Finance, Commercial Lending, Analysis, Credit Analysis, Credit, Portfolio Management, Factoring, Accounting, Credit Risk, Underwriting
Education
Georgia State University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Jay Goldberg's First Capital Experience November 2009 - December 2013
Job Senior Mortgage Banker at New American Funding
Industry Financial Services
Experience
New American Funding January 2014 - Present
First Capital November 2009 - December 2013
The Coding Source 2005 - 2009
Leiner Health Products 1999 - 2005
Financo, Inc. 1994 - 1997
United States Peace Corps 1990 - 1992
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1986 — 1990
BA, Economics and Philosophy
Palisades High School 1983 — 1986
New American Funding January 2014 - Present
First Capital November 2009 - December 2013
The Coding Source 2005 - 2009
Leiner Health Products 1999 - 2005
Financo, Inc. 1994 - 1997
United States Peace Corps 1990 - 1992
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1986 — 1990
BA, Economics and Philosophy
Palisades High School 1983 — 1986
Kim Withrow's First Capital Experience July 2004 - Present
Job Senior Vice President at First Capital
Industry Financial Services
Experience
First Capital July 2004 - Present
Kimberly Finch WIthrow, Esq. June 1997 - July 2004
Heller Financial January 1989 - June 1997
Skills
Asset Based Lending, Factoring, Commercial Finance, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Underwriting, Middle Market, Alternative Investments, Trade Finance, Small Business Lending, Banking, Investments, Finance, Structured Finance
Education
Vanderbilt University Law School 1981 — 1984
Doctor of Law (JD)
Emory University - Goizueta Business School 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
First Capital July 2004 - Present
Kimberly Finch WIthrow, Esq. June 1997 - July 2004
Heller Financial January 1989 - June 1997
Skills
Asset Based Lending, Factoring, Commercial Finance, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Underwriting, Middle Market, Alternative Investments, Trade Finance, Small Business Lending, Banking, Investments, Finance, Structured Finance
Education
Vanderbilt University Law School 1981 — 1984
Doctor of Law (JD)
Emory University - Goizueta Business School 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Anna Upbin's First Capital Experience November 2008 - November 2012
Job Sales Associate at Ocean Reef Club Real Estate Company
Industry Financial Services
Experience
Ocean Reef Club Real Estate Company December 2013 - Present
Mary Lee Presents Ocean Reef Properties October 2012 - December 2013
First Capital November 2008 - November 2012
Vastardis Capital Services June 2007 - September 2008
WR Capital Management May 2005 - September 2006
Skills
Portfolio Management, Investments, Financial Analysis, Corporate Finance, Credit, Banking, Loans, Microsoft Excel, Business Development, Hedge Funds, Strategic Planning, Risk Management, Due Diligence, Real Estate
Education
Northeastern University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Ocean Reef Club Real Estate Company December 2013 - Present
Mary Lee Presents Ocean Reef Properties October 2012 - December 2013
First Capital November 2008 - November 2012
Vastardis Capital Services June 2007 - September 2008
WR Capital Management May 2005 - September 2006
Skills
Portfolio Management, Investments, Financial Analysis, Corporate Finance, Credit, Banking, Loans, Microsoft Excel, Business Development, Hedge Funds, Strategic Planning, Risk Management, Due Diligence, Real Estate
Education
Northeastern University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jason Ridge's First Capital Experience September 2004 - July 2009
Job Lender Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance November 2014 - Present
Wells Fargo Capital Finance January 2013 - November 2014
Wilsey Meyer Eatmon Tate PLLC 2011 - October 2012
Oklahoma State Auditor & Inspector June 2010 - February 2011
First Capital September 2004 - July 2009
Farmers Insurance Group February 2004 - August 2004
Merrill Lynch June 2003 - August 2003
DCA Services, Inc January 1998 - January 2003
Skills
Self-driven, Attention To Detail, Data Mining, Auditing, Account Reconciliation, US GAAP, Accounting, GAAP, Financial Reporting, Financial Analysis, Cash Management, Financial Statements, Accounts Receivable, Assurance, Government Accounting, Finance, Financial Accounting, Financial Audits, Financial Statement..., Fund Accounting, QuickBooks, Vlookup, Revenue Recognition, Internal Controls, Variance Analysis, Pivot Tables, External Audit, COSO, Accounting Research, Microsoft Word, Microsoft Excel, Loans, Forensic Accounting, SEC filings, Sarbanes-Oxley, Microsoft Office, Cash Flow, General Ledger, CPA, Sarbanes-Oxley Act, Journal Entries
Education
College of Business 2009 — 2010
B.S., Accounting
College of Business 2002 — 2003
B.B.A., Finance
Wells Fargo Capital Finance November 2014 - Present
Wells Fargo Capital Finance January 2013 - November 2014
Wilsey Meyer Eatmon Tate PLLC 2011 - October 2012
Oklahoma State Auditor & Inspector June 2010 - February 2011
First Capital September 2004 - July 2009
Farmers Insurance Group February 2004 - August 2004
Merrill Lynch June 2003 - August 2003
DCA Services, Inc January 1998 - January 2003
Skills
Self-driven, Attention To Detail, Data Mining, Auditing, Account Reconciliation, US GAAP, Accounting, GAAP, Financial Reporting, Financial Analysis, Cash Management, Financial Statements, Accounts Receivable, Assurance, Government Accounting, Finance, Financial Accounting, Financial Audits, Financial Statement..., Fund Accounting, QuickBooks, Vlookup, Revenue Recognition, Internal Controls, Variance Analysis, Pivot Tables, External Audit, COSO, Accounting Research, Microsoft Word, Microsoft Excel, Loans, Forensic Accounting, SEC filings, Sarbanes-Oxley, Microsoft Office, Cash Flow, General Ledger, CPA, Sarbanes-Oxley Act, Journal Entries
Education
College of Business 2009 — 2010
B.S., Accounting
College of Business 2002 — 2003
B.B.A., Finance
Melissa Hinch's First Capital Experience April 2011 - February 2013
Job Purchasing Coordinator at Love's Solutions
Industry Financial Services
Experience
Love's Solutions September 2013 - Present
First Capital April 2011 - February 2013
First Capital July 2007 - April 2011
Cicada Corporation 2005 - 2006
Skills
Accounts Receivable, Accounts Payable, Data Entry, Management, Research, Purchasing, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Oklahoma Christian University 1986 — 2000
BS, Organizational Management
Love's Solutions September 2013 - Present
First Capital April 2011 - February 2013
First Capital July 2007 - April 2011
Cicada Corporation 2005 - 2006
Skills
Accounts Receivable, Accounts Payable, Data Entry, Management, Research, Purchasing, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Oklahoma Christian University 1986 — 2000
BS, Organizational Management
Michael Harms's First Capital Experience July 2012 - August 2013
Job Vice President / Account Executive at Merchant Factors
Industry Financial Services
Experience
Merchants Factors September 2013 - Present
First Capital July 2012 - August 2013
First Capital June 2005 - July 2012
HSBC July 1998 - June 2005
Skills
Financial Risk, Asset Based Lending, Factoring, Portfolio Management, Risk Management, Account Management
Education
Hofstra University 1988 — 1993
Hofstra University 1988 — 1993
Merchants Factors September 2013 - Present
First Capital July 2012 - August 2013
First Capital June 2005 - July 2012
HSBC July 1998 - June 2005
Skills
Financial Risk, Asset Based Lending, Factoring, Portfolio Management, Risk Management, Account Management
Education
Hofstra University 1988 — 1993
Hofstra University 1988 — 1993
David Lutfey's First Capital Experience May 2006 - July 2015
Job IT Management Consultant
Industry Financial Services
Experience
First Capital May 2006 - July 2015
Capital Factors May 1992 - April 2006
Skills
Finance, Banking, Portfolio Management, Disaster Recovery, Risk Management, Credit, Management, Strategic Planning, VMware, Business Development, Virtualization, Microsoft Certified..., Leadership, Team Leadership, Real Estate, Process Improvement, Entrepreneurship, Credit Risk, Financial Analysis, Project Management, Credit Analysis, Mergers & Acquisitions, Commercial Lending
Education
New York University 1981 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Fredonia 1976 — 1980
Bachelor of Science (BS), Finance, Computer Science
First Capital May 2006 - July 2015
Capital Factors May 1992 - April 2006
Skills
Finance, Banking, Portfolio Management, Disaster Recovery, Risk Management, Credit, Management, Strategic Planning, VMware, Business Development, Virtualization, Microsoft Certified..., Leadership, Team Leadership, Real Estate, Process Improvement, Entrepreneurship, Credit Risk, Financial Analysis, Project Management, Credit Analysis, Mergers & Acquisitions, Commercial Lending
Education
New York University 1981 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Fredonia 1976 — 1980
Bachelor of Science (BS), Finance, Computer Science
Sharon Goldberg's First Capital Experience October 2011 - April 2015
Job Field Exam Manager First Capital
Industry Financial Services
Experience
First Capital October 2011 - April 2015
Pacific Exam Services Inc. May 2009 - October 2011
Agricap Financial Corporation August 2007 - May 2009
Evergreen Collateral Consulting 2005 - 2007
GE Capital 1998 - 2003
Heller Financial March 1998 - September 1999
Bayview Financial 1996 - 1998
Fremont Financial 1989 - 1996
Skills
Analysis, Accounting, Auditing, Commercial Lending, Credit, Credit Risk, Factoring, Financial Analysis, Investments, Management, Portfolio Management, Restructuring, Small Business Lending, Underwriting
Education
California State Polytechnic University-Pomona 1986 — 1991
MBA, Business
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Accounting and Finance
First Capital October 2011 - April 2015
Pacific Exam Services Inc. May 2009 - October 2011
Agricap Financial Corporation August 2007 - May 2009
Evergreen Collateral Consulting 2005 - 2007
GE Capital 1998 - 2003
Heller Financial March 1998 - September 1999
Bayview Financial 1996 - 1998
Fremont Financial 1989 - 1996
Skills
Analysis, Accounting, Auditing, Commercial Lending, Credit, Credit Risk, Factoring, Financial Analysis, Investments, Management, Portfolio Management, Restructuring, Small Business Lending, Underwriting
Education
California State Polytechnic University-Pomona 1986 — 1991
MBA, Business
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Accounting and Finance
Aaron Dever's First Capital Experience April 2007 - December 2011
Job Vice President, Sales at Marquette Commercial Finance
Industry Financial Services
Experience
Marquette Commercial Finance February 2014 - Present
SUMMIT Financial Resources: Working Capital Financing December 2011 - February 2014
First Capital April 2007 - December 2011
Bibby Financial Services March 2006 - March 2007
Ocean Bank April 1999 - March 2006
Skills
Business Development, Asset Based Lending, Executive Management, Commercial Lending, Small Business Lending, Commercial Finance, Loans, Credit, Credit Analysis, Portfolio Management, Commercial Banking, Factoring, Underwriting, Banking, Management, Mergers & Acquisitions, New Business Development
Education
Indiana University Bloomington
BA, Economics, History
Marquette Commercial Finance February 2014 - Present
SUMMIT Financial Resources: Working Capital Financing December 2011 - February 2014
First Capital April 2007 - December 2011
Bibby Financial Services March 2006 - March 2007
Ocean Bank April 1999 - March 2006
Skills
Business Development, Asset Based Lending, Executive Management, Commercial Lending, Small Business Lending, Commercial Finance, Loans, Credit, Credit Analysis, Portfolio Management, Commercial Banking, Factoring, Underwriting, Banking, Management, Mergers & Acquisitions, New Business Development
Education
Indiana University Bloomington
BA, Economics, History
Matthew Sartin, CPA, MBA's First Capital Experience July 2006 - May 2010
Job
Industry Computer Software
Experience
Chorus Labs June 2013 - Present
LD Entertainment April 2011 - August 2013
FamilyCFO May 2010 - March 2011
First Capital July 2006 - May 2010
First Capital March 2006 - July 2006
Skills
CPA, MBA, Information Technology, Microsoft Office, Financial Analysis, Accounting, Cash Management, Financial Reporting, Cash Flow, Corporate Finance, Finance, Financial Accounting, Credit, Accounts Receivable, Commercial Lending, Valuation, Credit Analysis, Due Diligence, Credit Risk, Financial Structuring, Financial Risk, Contract Negotiation, Leadership, Management
Education
Oklahoma City University 2010 — 2011
MBA, IT specialization, With Honors
University of Oklahoma - Price College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma - Price College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Chorus Labs June 2013 - Present
LD Entertainment April 2011 - August 2013
FamilyCFO May 2010 - March 2011
First Capital July 2006 - May 2010
First Capital March 2006 - July 2006
Skills
CPA, MBA, Information Technology, Microsoft Office, Financial Analysis, Accounting, Cash Management, Financial Reporting, Cash Flow, Corporate Finance, Finance, Financial Accounting, Credit, Accounts Receivable, Commercial Lending, Valuation, Credit Analysis, Due Diligence, Credit Risk, Financial Structuring, Financial Risk, Contract Negotiation, Leadership, Management
Education
Oklahoma City University 2010 — 2011
MBA, IT specialization, With Honors
University of Oklahoma - Price College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma - Price College of Business 2000 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Hayk Titanian's First Capital Experience July 2007 - April 2008
Job Materials Planner/Buyer at Enertech
Industry Financial Services
Experience
Enertech May 2010 - Present
J.P. Morgan June 2009 - May 2010
First Capital July 2007 - April 2008
Skills
Forecasting, Banking, Real Estate, Customer Service, Purchasing
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelors, Finance, Real Estate & Law
Enertech May 2010 - Present
J.P. Morgan June 2009 - May 2010
First Capital July 2007 - April 2008
Skills
Forecasting, Banking, Real Estate, Customer Service, Purchasing
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelors, Finance, Real Estate & Law
Mabette Del Rosario's First Capital Experience June 2012 - February 2014
Job Quality Control Specialist at First Capital
Industry Real Estate
Experience
First Capital June 2012 - February 2014
MetLife Home Loans November 2010 - August 2011
Kinecta Federal Credit Union April 2010 - November 2010
Washington mutual, INC February 2003 - March 2009
North American Mortgage January 1992 - January 2002
CAMDEN FINANCIAL SERVICES January 1987 - January 1991
Desert Pacific Mortgage 1984 - 1985
Genstar Mortgage 1979 - 1983
Skills
Banking, Finance, Mortgage Banking, FHA, Customer Service, Real Estate, Underwriting, Loan Origination, Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Management, Loan Servicing, Training, Loans, Refinance, Credit
Education
California State University-Northridge 1981 — 1985
BS, Health Science, Health Administration
First Capital June 2012 - February 2014
MetLife Home Loans November 2010 - August 2011
Kinecta Federal Credit Union April 2010 - November 2010
Washington mutual, INC February 2003 - March 2009
North American Mortgage January 1992 - January 2002
CAMDEN FINANCIAL SERVICES January 1987 - January 1991
Desert Pacific Mortgage 1984 - 1985
Genstar Mortgage 1979 - 1983
Skills
Banking, Finance, Mortgage Banking, FHA, Customer Service, Real Estate, Underwriting, Loan Origination, Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Management, Loan Servicing, Training, Loans, Refinance, Credit
Education
California State University-Northridge 1981 — 1985
BS, Health Science, Health Administration
Steven Schrull's First Capital Experience February 2008 - January 2010
Job Executive Vice President at ARI Global
Industry Financial Services
Experience
ARI Global January 2010 - Present
First Capital February 2008 - January 2010
ARI Global April 2001 - January 2008
Euler Hermes 1984 - 1999
Skills
Credit Insurance, Trade Finance, Asset Based Lending, Trade Credit Insurance, Factoring, Credit Risk, Credit, Commercial Lending, Banking, Brokers, Credit Analysis, Insurance, Underwriting, Finance, Loans, Risk Management, Financial Analysis
Education
Rutgers University-New Brunswick 1975 — 1979
BA, economics
ARI Global January 2010 - Present
First Capital February 2008 - January 2010
ARI Global April 2001 - January 2008
Euler Hermes 1984 - 1999
Skills
Credit Insurance, Trade Finance, Asset Based Lending, Trade Credit Insurance, Factoring, Credit Risk, Credit, Commercial Lending, Banking, Brokers, Credit Analysis, Insurance, Underwriting, Finance, Loans, Risk Management, Financial Analysis
Education
Rutgers University-New Brunswick 1975 — 1979
BA, economics
Carolann DiGirolamo's First Capital Experience June 2005 - Present
Job COLLECTION ANALYST at First Capital
Industry Financial Services
Experience
First Capital June 2005 - Present
HSBC Factors (fORMERLY rEBUBLIC fACTORS) February 1984 - March 2004
Education
City University of New York-Hunter College
Communication and Media Studies and Sociology
First Capital June 2005 - Present
HSBC Factors (fORMERLY rEBUBLIC fACTORS) February 1984 - March 2004
Education
City University of New York-Hunter College
Communication and Media Studies and Sociology
Andrew Rafanello's First Capital Experience 2007 - 2007
Job Senior Financial Analyst at McKesson Health Solutions
Industry Hospital & Health Care
Experience
McKesson Health Solutions July 2013 - Present
McKesson Health Solutions November 2009 - Present
First Capital 2007 - 2007
Skills
Analysis, Finance, Financial Analysis, Forecasting, Portfolio Management, Budgets, Financial Planning
Education
Bentley University 2006 — 2009
BSc, Finance
McKesson Health Solutions July 2013 - Present
McKesson Health Solutions November 2009 - Present
First Capital 2007 - 2007
Skills
Analysis, Finance, Financial Analysis, Forecasting, Portfolio Management, Budgets, Financial Planning
Education
Bentley University 2006 — 2009
BSc, Finance
Catherine Lauto's First Capital Experience March 2009 - June 2012
Job Sales/Executive Assistant at Boca Raton Marriott
Industry Financial Services
Experience
Boca Raton Marriott January 2013 - Present
First Capital March 2009 - June 2012
Bluegreen Corporation June 2006 - October 2008
Boca Raton Resort & Club April 1989 - June 2006
Skills
Hospitality, Resorts, International Business..., Consortium, Delphi, Executive..., Calendars, Travel Schedules, Event Planning, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet, Communication, Oral & Written...
Education
Michigan State University 1980 — 1984
Bachelor of Arts (B.A.), Travel and Tourism Management
Boca Raton Marriott January 2013 - Present
First Capital March 2009 - June 2012
Bluegreen Corporation June 2006 - October 2008
Boca Raton Resort & Club April 1989 - June 2006
Skills
Hospitality, Resorts, International Business..., Consortium, Delphi, Executive..., Calendars, Travel Schedules, Event Planning, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Internet, Communication, Oral & Written...
Education
Michigan State University 1980 — 1984
Bachelor of Arts (B.A.), Travel and Tourism Management
Jim Perrotta's First Capital Experience August 2011 - August 2013
Job Senior Recruiter at Lender Recruiting, LLC
Industry Financial Services
Experience
Lender Recruiting, LLC September 2013 - Present
J & L Capital Consultants, LLC February 2007 - Present
First Capital August 2011 - August 2013
Robert Swett Consulting, LLC & RS Capital Advisors, LLC February 2007 - August 2011
Textron Financial Corporation 2000 - 2006
Finova Capital Corporation 1993 - 2000
Whirlpool Financial Corporation 1991 - 1993
Marine Midland Business Loans, Inc. 1984 - 1991
BancAmerica Business Loans, Inc. 1978 - 1984
Air Products & Chemicals 1973 - 1978
Skills
Asset Based Lending, Factoring, Commercial Lending, Portfolio Management, Credit Analysis, Mergers, Private Equity, Middle Market, Financial Analysis
Education
Lehigh University 1966 — 1970
BA, International Studies
Lender Recruiting, LLC September 2013 - Present
J & L Capital Consultants, LLC February 2007 - Present
First Capital August 2011 - August 2013
Robert Swett Consulting, LLC & RS Capital Advisors, LLC February 2007 - August 2011
Textron Financial Corporation 2000 - 2006
Finova Capital Corporation 1993 - 2000
Whirlpool Financial Corporation 1991 - 1993
Marine Midland Business Loans, Inc. 1984 - 1991
BancAmerica Business Loans, Inc. 1978 - 1984
Air Products & Chemicals 1973 - 1978
Skills
Asset Based Lending, Factoring, Commercial Lending, Portfolio Management, Credit Analysis, Mergers, Private Equity, Middle Market, Financial Analysis
Education
Lehigh University 1966 — 1970
BA, International Studies
Nannette Cassidy's First Capital Experience 1998 - 2000
Job Corporate Chief Financial Officer at Multi Parts Supply
Industry Accounting
Experience
MPS - Multi Parts January 2014 - Present
Multi Parts Supply October 2011 - December 2013
First Capital 1998 - 2000
Skills
Accounting, Supply Chain Management, New Business Development, Finance, Management, Financial Analysis, Executive Management, Corporate Finance, Mergers & Acquisitions, Due Diligence, Negotiation, Strategic Planning, Marketing
Education
University of Miami - School of Business 1985 — 1986
Master's degree, Accounting
Villanova University 1981 — 1985
Bachelor of Science (B.S.), Accounting
MPS - Multi Parts January 2014 - Present
Multi Parts Supply October 2011 - December 2013
First Capital 1998 - 2000
Skills
Accounting, Supply Chain Management, New Business Development, Finance, Management, Financial Analysis, Executive Management, Corporate Finance, Mergers & Acquisitions, Due Diligence, Negotiation, Strategic Planning, Marketing
Education
University of Miami - School of Business 1985 — 1986
Master's degree, Accounting
Villanova University 1981 — 1985
Bachelor of Science (B.S.), Accounting
Pamela Petrick's First Capital Experience August 2012 - Present
Job Vice President Account Executive at First Capital
Industry Financial Services
Experience
First Capital August 2012 - Present
AloStar Bank of Commerce July 2011 - August 2012
GMAC Commercial Finance 2003 - 2006
Bank Boston 1993 - 1998
Skills
Factoring, Asset Based Lending, Risk Management, Credit Analysis, Portfolio Management, Underwriting, Credit Risk, Commercial Lending, Credit, Banking, Small Business Lending, Financial Modeling, Loans, Commercial Banking, Corporate Finance
Education
University of Alabama in Huntsville 1977 — 1983
BSBA, Accounting
First Capital August 2012 - Present
AloStar Bank of Commerce July 2011 - August 2012
GMAC Commercial Finance 2003 - 2006
Bank Boston 1993 - 1998
Skills
Factoring, Asset Based Lending, Risk Management, Credit Analysis, Portfolio Management, Underwriting, Credit Risk, Commercial Lending, Credit, Banking, Small Business Lending, Financial Modeling, Loans, Commercial Banking, Corporate Finance
Education
University of Alabama in Huntsville 1977 — 1983
BSBA, Accounting
Sedrak Berberyan's First Capital Experience October 2013 - February 2014
Job Service Consultant at Acura of Glendale
Industry Real Estate
Experience
Acura of Glendale January 2015 - Present
Freelance January 2006 - Present
First Capital October 2013 - February 2014
JPMorgan Chase February 2013 - November 2013
JPMorgan Chase July 2011 - December 2011
Acura of Glendale April 2008 - July 2011
Acura of Glendale May 2007 - April 2008
Skills
Research, Customer Service, Microsoft Office, English, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Outlook, Windows, Photoshop, Time Management, Software Documentation, Training, Management, Loans, Mortgage Lending, Sales, Credit, Team Building, Customer Satisfaction, Adobe Creative Suite
Education
Art Institute of Santa Monica 2006 — 2007
Game art and Design
Glendale Community College 2001 — 2005
General Education
Acura of Glendale January 2015 - Present
Freelance January 2006 - Present
First Capital October 2013 - February 2014
JPMorgan Chase February 2013 - November 2013
JPMorgan Chase July 2011 - December 2011
Acura of Glendale April 2008 - July 2011
Acura of Glendale May 2007 - April 2008
Skills
Research, Customer Service, Microsoft Office, English, PowerPoint, Teaching, Microsoft Word, Microsoft Excel, Outlook, Windows, Photoshop, Time Management, Software Documentation, Training, Management, Loans, Mortgage Lending, Sales, Credit, Team Building, Customer Satisfaction, Adobe Creative Suite
Education
Art Institute of Santa Monica 2006 — 2007
Game art and Design
Glendale Community College 2001 — 2005
General Education
Carolina Capellan's First Capital Experience July 2008 - December 2013
Job Employee Benefits Agent
Industry Insurance
Experience
Employee Benefits Agent-Voluntary Insurance Group, Inc. 2014 - Present
First Capital July 2008 - December 2013
First Capital 2005 - 2008
Capital Factors, Inc. 1993 - 2003
Association for Corporate Growth 2000 - 2002
AT&T Transtech 1991 - 1994
Skills
Strategic Planning, Payroll, Microsoft Office, Factoring, Commercial Lending, Mergers & Acquisitions, Human Resources, Management, Mergers, Loans, Asset Based Lending, Customer Service, Finance, Credit, Trade Finance, Negotiation, Employee Relations, Training, Employee Benefits, Recruiting, Performance Management, Employee Engagement, Banking, Commercial Finance, Team Building, Talent Acquisition, Talent Management
Education
Florida Atlantic University
Nothwood University
Employee Benefits Agent-Voluntary Insurance Group, Inc. 2014 - Present
First Capital July 2008 - December 2013
First Capital 2005 - 2008
Capital Factors, Inc. 1993 - 2003
Association for Corporate Growth 2000 - 2002
AT&T Transtech 1991 - 1994
Skills
Strategic Planning, Payroll, Microsoft Office, Factoring, Commercial Lending, Mergers & Acquisitions, Human Resources, Management, Mergers, Loans, Asset Based Lending, Customer Service, Finance, Credit, Trade Finance, Negotiation, Employee Relations, Training, Employee Benefits, Recruiting, Performance Management, Employee Engagement, Banking, Commercial Finance, Team Building, Talent Acquisition, Talent Management
Education
Florida Atlantic University
Nothwood University
Jay Crystal's First Capital Experience June 2005 - Present
Job Senior Credit Analyst Vice President at First Capital
Industry Financial Services
Experience
First Capital June 2005 - Present
Skills
Credit, Credit Risk, Portfolio Management, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Banking, Risk Management, Underwriting
Education
Brooklyn College
Bachelor's degree
First Capital June 2005 - Present
Skills
Credit, Credit Risk, Portfolio Management, Asset Based Lending, Loans, Commercial Lending, Credit Analysis, Financial Analysis, Banking, Risk Management, Underwriting
Education
Brooklyn College
Bachelor's degree
Jonathan Stinson's First Capital Experience August 2011 - December 2012
Job Credit Analyst / Factoring
Industry Financial Services
Experience
First Capital August 2011 - December 2012
Nationwide Home Relief Law Group, P.A. August 2008 - August 2011
Ocwen Financial Corporation April 2007 - August 2008
World Savings and Loan August 2003 - April 2007
Skills
Business Analysis, Credit Risk, Underwriting, Lines Of Credit, Risk Analysis, Financial Analysis, Mortgage Underwriting, Automated Underwriting..., Loss Mitigation, Team Building, Leadership, Management, Coaching, Public Speaking, Strategic Planning, Organizational..., Customer Service, Applied Mathematics, Statistics, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Florida 1997 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
First Capital August 2011 - December 2012
Nationwide Home Relief Law Group, P.A. August 2008 - August 2011
Ocwen Financial Corporation April 2007 - August 2008
World Savings and Loan August 2003 - April 2007
Skills
Business Analysis, Credit Risk, Underwriting, Lines Of Credit, Risk Analysis, Financial Analysis, Mortgage Underwriting, Automated Underwriting..., Loss Mitigation, Team Building, Leadership, Management, Coaching, Public Speaking, Strategic Planning, Organizational..., Customer Service, Applied Mathematics, Statistics, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Florida 1997 — 2003
Bachelor of Arts (BA), Business Administration and Management, General
anwar usman's First Capital Experience March 2014 - Present
Job CAM Recovery Analyst at First Capital
Industry Real Estate
Experience
First Capital March 2014 - Present
Mandevco Properties, Inc. September 2013 - March 2014
Homburg Canada Real Estate Investment Trust 2006 - October 2012
Dundee Realty 1997 - 2005
Alexis Nihon Corporation/GWL Realty Advisors/Natgen July 1991 - August 1997
Skills
Accounting System, System Conversion, Internal Controls, Organizational Design, Real Estate, Property Management, Accounting, Financial Reporting, Lease Administration, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Strategic Planning, Lease Audit, Real Estate Due..., Leases, Commercial Real Estate, Budgets
Education
McGill University 1985 — 1991
BCom, Accounting
Cathedral High
University of the Punjab, Lahore
BSc., Physics major, minor in Math.
First Capital March 2014 - Present
Mandevco Properties, Inc. September 2013 - March 2014
Homburg Canada Real Estate Investment Trust 2006 - October 2012
Dundee Realty 1997 - 2005
Alexis Nihon Corporation/GWL Realty Advisors/Natgen July 1991 - August 1997
Skills
Accounting System, System Conversion, Internal Controls, Organizational Design, Real Estate, Property Management, Accounting, Financial Reporting, Lease Administration, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Strategic Planning, Lease Audit, Real Estate Due..., Leases, Commercial Real Estate, Budgets
Education
McGill University 1985 — 1991
BCom, Accounting
Cathedral High
University of the Punjab, Lahore
BSc., Physics major, minor in Math.
Vargas Carlos's First Capital Experience June 2013 - May 2015
Job Vice President Account Executive at Crestmark Bank
Industry Financial Services
Experience
Crestmark Bank June 2015 - Present
First Capital June 2013 - May 2015
First California Bank June 2012 - June 2013
Community Bank June 2010 - June 2012
California General Bank May 2009 - June 2010
Americas United Bank December 2006 - October 2008
Alliance Bank June 2005 - December 2006
FINOVA Capital Corporation 1994 - 2002
Skills
Underwriting, Asset Based Lending, Portfolio Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Credit Risk, Credit Analysis, Banking, Small Business Lending, Loan Origination, Lines Of Credit, Loans, Finance
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration
Crestmark Bank June 2015 - Present
First Capital June 2013 - May 2015
First California Bank June 2012 - June 2013
Community Bank June 2010 - June 2012
California General Bank May 2009 - June 2010
Americas United Bank December 2006 - October 2008
Alliance Bank June 2005 - December 2006
FINOVA Capital Corporation 1994 - 2002
Skills
Underwriting, Asset Based Lending, Portfolio Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Credit Risk, Credit Analysis, Banking, Small Business Lending, Loan Origination, Lines Of Credit, Loans, Finance
Education
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration
Randi Moss Lambert's First Capital Experience 1999 - 2002
Job Group Fitness Instructor at Asphalt Green
Industry Health, Wellness and Fitness
Experience
Asphalt Green June 2013 - Present
American Leisure July 2012 - Present
self May 2009 - Present
Radu Pysical Culture August 2006 - May 2009
first capital 1999 - 2002
Skills
Personal Training, Athletic Training, Body Contouring, Nutritional Counseling, Core Training, Vegetarian Sports..., Self Insured, Cpr Certified, Sports Nutrition, Fitness, Weight Training, Fitness Training, Operant Conditioning, Strength Training, Nutrition, Wellness Coaching, Public Speaking
Education
New York University 1988 — 1991
Marketing
New York University - Leonard N. Stern School of Business 1987 — 1991
BACHELOR OF SCIENCE, MANAGEMENT/MARKETING
Asphalt Green June 2013 - Present
American Leisure July 2012 - Present
self May 2009 - Present
Radu Pysical Culture August 2006 - May 2009
first capital 1999 - 2002
Skills
Personal Training, Athletic Training, Body Contouring, Nutritional Counseling, Core Training, Vegetarian Sports..., Self Insured, Cpr Certified, Sports Nutrition, Fitness, Weight Training, Fitness Training, Operant Conditioning, Strength Training, Nutrition, Wellness Coaching, Public Speaking
Education
New York University 1988 — 1991
Marketing
New York University - Leonard N. Stern School of Business 1987 — 1991
BACHELOR OF SCIENCE, MANAGEMENT/MARKETING
Stacy Caldon's First Capital Experience July 2012 - March 2015
Job Executive Assistant to Chairman/CEO & CSuite at First Capital
Industry Financial Services
Experience
First Capital July 2012 - March 2015
AIG Chartis March 2012 - July 2012
Level 3 Communications February 2009 - January 2012
CONTEXTWEB December 2007 - January 2009
Skills
Microsoft Office Excel,..., Salesforce.com, Visio, Quickbooks, Concur, Ariba, Microsoft Excel, Microsoft Office, Leadership, Human Resources, Travel Arrangements, Onboarding, Management, Budgets, Event Planning, Outlook, PowerPoint
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
First Capital July 2012 - March 2015
AIG Chartis March 2012 - July 2012
Level 3 Communications February 2009 - January 2012
CONTEXTWEB December 2007 - January 2009
Skills
Microsoft Office Excel,..., Salesforce.com, Visio, Quickbooks, Concur, Ariba, Microsoft Excel, Microsoft Office, Leadership, Human Resources, Travel Arrangements, Onboarding, Management, Budgets, Event Planning, Outlook, PowerPoint
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Angelique Morton's First Capital Experience September 2007 - October 2008
Job Accounts Payable Representative at Simons Petroleum
Industry Financial Services
Experience
First Capital September 2007 - October 2008
CMP Corporation March 2002 - August 2007
Education
University of Central Oklahoma - College of Business Administration 2007 — 2011
B.B.A., Finance
First Capital September 2007 - October 2008
CMP Corporation March 2002 - August 2007
Education
University of Central Oklahoma - College of Business Administration 2007 — 2011
B.B.A., Finance
Ronna Zebert's First Capital Experience June 1994 - Present
Job Senior Legal Assistant/Paralegal at First Capital
Industry Financial Services
Experience
First Capital June 1994 - Present
Gray, Goresen, Moriarti and Wright June 1993 - June 1994
Skills
Due Diligence, Mergers, PACER, Loans, Credit, Banking, Document Review, Mergers & Acquisitions, Litigation, Bankruptcy, Litigation Support
Education
Southern Nazarene University 1993 — 1995
Bachelor of Science, Psychology, 4.0
Oklahoma Junior College 1990 — 1992
Associates Degree, Paralegal/Legal Assistant Studies
National Association of Legal Assistants
Nationally Certified Paralegal/Legal Assistant, All
First Capital June 1994 - Present
Gray, Goresen, Moriarti and Wright June 1993 - June 1994
Skills
Due Diligence, Mergers, PACER, Loans, Credit, Banking, Document Review, Mergers & Acquisitions, Litigation, Bankruptcy, Litigation Support
Education
Southern Nazarene University 1993 — 1995
Bachelor of Science, Psychology, 4.0
Oklahoma Junior College 1990 — 1992
Associates Degree, Paralegal/Legal Assistant Studies
National Association of Legal Assistants
Nationally Certified Paralegal/Legal Assistant, All
Glen Stein's First Capital Experience December 2007 - Present
Job Managing Director, Chief Financial Officer and EVP at First Capital
Industry Financial Services
Experience
First Capital December 2007 - Present
Young Presidents' Organization 2004 - Present
Duvera Financial 2001 - Present
Prudential Securities 1992 - 1998
Pillsbury Winthrop Shaw Pittman 1989 - 1992
Education
Columbia Law School 1986 — 1989
Doctor of Law (JD)
Amherst College 1982 — 1986
Bachelor's degree
First Capital December 2007 - Present
Young Presidents' Organization 2004 - Present
Duvera Financial 2001 - Present
Prudential Securities 1992 - 1998
Pillsbury Winthrop Shaw Pittman 1989 - 1992
Education
Columbia Law School 1986 — 1989
Doctor of Law (JD)
Amherst College 1982 — 1986
Bachelor's degree
Colleen Sriprachandr's First Capital Experience January 2006 - October 2007
Job Special Ed Instructional Aide Sub at La Mesa / Spring Valley School District, La Mesa, CA
Industry Education Management
Experience
La Mesa / Spring Valley School District, La Mesa, CA February 2007 - Present
First Capital January 2006 - October 2007
Babies R Us July 2005 - October 2005
Skills
Tutoring, Teaching, Microsoft Word, InDesign, PowerPoint, Public Speaking, Team Building
Education
San Diego State University-California State University 2011 — 2014
Grossmont College 2000 — 2010
Associate of Science (A.S.), Biology, General
La Mesa / Spring Valley School District, La Mesa, CA February 2007 - Present
First Capital January 2006 - October 2007
Babies R Us July 2005 - October 2005
Skills
Tutoring, Teaching, Microsoft Word, InDesign, PowerPoint, Public Speaking, Team Building
Education
San Diego State University-California State University 2011 — 2014
Grossmont College 2000 — 2010
Associate of Science (A.S.), Biology, General
Eric Puttkammer's First Capital Experience August 2012 - Present
Job Cash Posting Clerk II / OA Analyst at First Capital
Industry Financial Services
Experience
First Capital August 2012 - Present
OU Physicians January 2011 - August 2012
Orthopedic Institute April 2010 - January 2011
Skills
Customer Service, Customer Service..., Policy Writing, Direct Patient Care, Medical Billing, Billing Systems, Billing Process, Finance, Management, Goal Oriented, Collections, A/R collections, Data Collection, Employee Training, Accounts Receivable, Interpersonal..., Research Projects, Personal Injury, Motor Vehicle, Liens
Education
Joliet Junior College 2003 — 2003
General Studies
Carthage College 1998 — 2000
Communication, General
First Capital August 2012 - Present
OU Physicians January 2011 - August 2012
Orthopedic Institute April 2010 - January 2011
Skills
Customer Service, Customer Service..., Policy Writing, Direct Patient Care, Medical Billing, Billing Systems, Billing Process, Finance, Management, Goal Oriented, Collections, A/R collections, Data Collection, Employee Training, Accounts Receivable, Interpersonal..., Research Projects, Personal Injury, Motor Vehicle, Liens
Education
Joliet Junior College 2003 — 2003
General Studies
Carthage College 1998 — 2000
Communication, General