First Cornerstone Bank
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First Cornerstone Bank Employees
First Cornerstone Bank April 2013 - Present
Legacy Advisors November 2010 - April 2013
Wells Fargo Private Bank November 2008 - November 2010
Allied Irish Banks 1996 - 2004
Archdiocese of Philadelphia 1992 - 1996
Jefferson Bank 1984 - 1992
Skills
Strategic Financial..., Financial Services, Wealth Management, Investments, Credit, Insurance, Asset Managment, Asset Management, Management, Loans, Investment Management, Portfolio Management, Small Business, Financial Advisory, Finance, Financial Analysis, Financial Planning, Strategic Planning
Education
Temple University - Fox School of Business and Management 1975 — 1977
MBA, Finance
Executive Health Resources January 2012 - Present
Capt'n Jack's Bar and Grill May 2010 - October 2011
First Cornerstone Bank March 2009 - April 2010
Wet Seal, Inc April 2005 - February 2009
Education
Interboro Highschool 2000 — 2004
Cabrini College
Marketing
First Cornerstone Bank November 2013 - January 2015
First Savings Bank of Perkasie August 2007 - October 2013
Willow Grove Bank September 1995 - November 2006
Skills
Banking, Financial Analysis, Loans, Investments, Budgets, Management, Risk Management, Commercial Lending, Analysis, Finance, Commercial Banking
Education
Villanova University 1996 — 1999
Montgomery County Community College 1993 — 1996
Beneficial Bank August 2015 - Present
First Cornerstone Bank May 2014 - June 2015
Mitchell Capital Corp. March 2014 - May 2014
Republic First Bank August 2013 - March 2014
Mitchell Capital Corp. April 2013 - August 2013
Citibank August 2011 - April 2013
Mitchell Capital Corp. January 1996 - August 2011
Mitchell Associates May 1995 - December 1995
CoreStates Bank May 1979 - May 1994
CoreStates Enterprise Fund 1988 - 1990
Skills
Business Financing, Private Equity and..., Asset, Banking, Mergers & Acquisitions, Finance, Executive Management, Investments, Portfolio Management, Start-ups, Private Equity, Credit, Management, Loans
Education
Colgate University 1966 — 1970
BA, History
Phillips Academy, Andover 1963 — 1966
Market Resource Partners April 2015 - Present
Woods Witt Dealy & Sons December 2014 - March 2015
Diane Terman Public Relations September 2013 - December 2013
Hofstra University April 2013 - September 2013
First CornerStone Bank May 2012 - August 2012
Pennslyvania Association of Student Council July 2010 - July 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Adobe Indesign, Photoshop, Blogging, Customer Service, Event Planning, Facebook, InDesign, Leadership, Public Relations, Public Speaking, Social Networking
Education
Hofstra University 2010 — 2014
BA in Public Relations and Global Studies
Interboro High School
Tasty Baking Company November 2013 - Present
ARAMARK April 2012 - November 2013
Concorde, Inc August 2010 - March 2012
First CornerStone Bank December 2009 - April 2010
Skills
Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Accruals, Accounting, Bank Reconciliation, Journal Entries, QuickBooks, Financial Reporting, Analysis, Banking, Outlook
Education
Cabrini College 2006 — 2010
Bachelor of Science, Accounting
First CornerStone Bank November 2014 - Present
Eagle National Bank October 2013 - October 2014
Equimax Commercial Capital June 2006 - October 2013
Bank of America Merrill Lynch November 2010 - February 2012
Skills
Mortgage Lending, Loans, Credit, Retirement Planning, Credit Analysis, Investment Banking, Commercial Lending, First Time Home Buyers, Investors, Portfolio Management, Wealth Management, Commercial Banking, Securities, Commercial Mortgages, Banking, Investments, Strategic Financial..., Residential Mortgages, Mortgage Banking, Real Estate, Series 7, Loan Origination, Risk Management
Education
Temple University - Fox School of Business and Management 1984 — 1986
MBA, Finance
University of Pittsburgh 1977 — 1981
BA, Economics
Polonia Bank August 2015 - Present
First Cornerstone Bank May 2009 - November 2014
Susquehanna Bank 2007 - 2009
Earthstar Bank 2006 - 2007
First Financial Bank 2004 - 2006
Suburban Community Bank 1997 - 2003
Skills
Commercial Lending, Commercial Banking, Asset Based Lending, Small Business Lending, Commercial Mortgages, Credit, Lines Of Credit, Banking, Credit Risk, Commercial Credit, Workout, Portfolio Management, Construction Loans, Financial Analysis, Risk Management, Consumer Lending, Credit Analysis, Loan Origination, Loans, Underwriting
Education
Graduate School of Banking at Colorado 1997 — 1998
Graduate Degree in Banking, Banking
Temple University 1989 — 1993
MBA, Finance
Ohio Wesleyan University 1979 — 1982
BA, Psychology
First Cornerstone Bank June 2013 - Present
Eisele Wealth Management Consulting June 2011 - May 2013
Wells Fargo 2008 - 2011
Millenium Wealth Management and Private Banking 2004 - 2008
Harleysville National Bank 2004 - 2007
Bank of America 2002 - 2004
Gruntal & Co., LLC 1999 - 2002
Sutro & Co. (Tucker Anthony Sutro) 1995 - 1999
Prudential Securities 1987 - 1995
Prudential Securities 1984 - 1987
Skills
Marketing, Product Development, Market Analysis, Investment Advisory..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Allocation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Certificate, Securities Industry Institute
University of California, Los Angeles 1962 — 1964
BA, Political Science - International Relations
SUN NATIONAL BANK February 2014 - Present
BarclaycardUS 2015 - 2015
BarclaycardUS 2015 - 2015
Capital One February 2012 - January 2014
ING Direct USA November 2004 - February 2012
First CornerStone Bank September 2000 - November 2004
Commerce Bank, Media PA September 1999 - September 2000
CoreStates/First Union National Bank August 1997 - September 1999
First Fidelity/First Union Bank June 1985 - August 1997
Skills
Banking, Investments, Credit Risk, Credit, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Portfolio Management, Loans, Fixed Income, Mortgage Lending, Capital Markets, Derivatives, Financial Markets
Education
Widener University 1985 — 1988
Master of Business Administration (MBA), Finance, General
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science - Business Administration
Specific Software Solutions Inc October 2014 - Present
First Cornerstone Bank July 2013 - December 2014
Firstrust Bank June 2004 - July 2013
Firstrust Financial Resources May 2004 - July 2013
Skills
Loans, Investments, Banking, Retail Banking, Finance, Commercial Lending, Retirement Planning, Real Estate, Small Business, Securities, Estate Planning, Financial Risk, Life Insurance, Customer Satisfaction, Small Business Lending, Credit, Commercial Banking, Consumer Lending
Education
Kutztown University of Pennsylvania 1998 — 2002
BSBA, Management and Finance