Firstrust Bank
Headquarters: Conshohocken, PA Founded: 1934 Parent organization: Semper Verde Holding Company Subsidiaries: Apex Mortgage Corp., FirstLease, Inc., Rancho Santa Fe Thrift & Loan Association
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Firstrust Bank Employees
Firstrust Bank May 2010 - Present
Firstrust Bank February 2007 - May 2010
EB Games May 1999 - June 2006
The Camera Shop, Inc. May 1997 - May 1999
Gold Medal Sporting Goods September 1979 - May 1997
Skills
Strategic Leadership, Process Improvement, Change Management, Project Management, IT Infrastructure..., Information Security..., Vendor Management, Disaster Recovery, Help Desk Support, Mobile Technology, Technical Support, Information Technology, Business Intelligence, Management, Microsoft Exchange, Security
Education
Temple University 1976 — 1979
Accounting
Artifact Boutique October 2014 - January 2015
Firstrust Bank May 2014 - August 2014
Limoncello Restuarant March 2013 - August 2013
Martins Dam Swim Club June 2008 - August 2013
Skills
Event Planning, Advertising, Microsoft Office, Organization, Marketing Communications, Social Media, Intercultural..., Leadership, Public Speaking, PowerPoint
Education
West Chester University of Pennsylvania 2012 — 2015
Bachelor of Science (BS), Communication and Media Studies
Susquehanna University 2011 — 2012
Communication and Media Studies
Agora Cyber Charter School December 2014 - Present
McGraw Hill Financial October 2013 - February 2014
Freelance Communications/The Creative Group September 2011 - September 2013
American Cancer Society - Relay for Life January 2004 - August 2012
Firstrust Bank March 2007 - July 2011
Strategic Marketing Initiatives 2003 - 2007
Merrill Lynch 1990 - 2000
Skills
Corporate Communications, Social Media, Strategic Planning, E-commerce, Product Marketing, Creative Direction, Writing, Volunteer Coordination, Marketing Communications, Public Relations, Direct Marketing, Strategic Communications, Online Marketing, Non-profits, Community Relations, Integrated Marketing, Brand Development, Fundraising, Newsletters, Relationship building, Relationship Marketing, Partner Relationship..., Online Advertising, Volunteer Management, Community Development, Partner Management, Marketing, Internal Communications, Brand Management, Sponsorship, Marketing Strategy
Education
Wharton at the University of Pennsylvania
Business Management
Temple University
BSW, Social Work
Radio One July 2014 - Present
Magnate Coaching June 2010 - Present
GP Strategies Corporation January 2014 - Present
Magnate Consulting, LLC June 2010 - June 2014
Mercy Health System October 2004 - June 2010
Firstrust Bank 2003 - October 2004
Zurich North America 2002 - 2003
Allstate 1997 - 2002
Skills
Corporate Communications, Marketing Communications, Public Speaking, Internal Communications, Coaching, Brand Development, Strategic Communications, Communication Training, Leadership Development, Marketing, Crisis Communications, Personal Branding, Brand Architecture, Training, Strategy, Leadership, Advertising, Social Media, Marketing Strategy, Media Relations, Creative Direction, Public Relations, Strategic Planning, Branding & Identity, Entrepreneurship, Integrated Marketing, Event Management, Community Outreach, Event Planning, Press Releases, Community Development, Speech Writing, Publicity, Nonprofits, Sponsorship, CRM, Blogging, Start-ups, Management, Copywriting, Online Marketing, Social Media Marketing, Newsletters, Social Networking, Fundraising, Email Marketing, Digital Marketing, Online Advertising, Journalism, Direct Marketing
Education
University of Pennsylvania - The Wharton School
Bachelor's degree, Communications & Legal Studies
Santander Bank, N.A. April 2011 - Present
The Partnership for America October 2012 - Present
St. Joan of Arc Parish September 1996 - June 2013
Susquehanna Bank December 2005 - April 2011
Open Solutions May 2004 - December 2005
Firstrust Bank January 1999 - May 2004
First Union/Corestates Bank 1996 - 1998
Corestates Bank 1995 - 1996
Corestates Bank 1989 - 1995
Skills
Banking, Cash Management, Commercial Banking, Leadership, Retail Banking, Treasury Management, Team Building, Portfolio Management, Management, Deposits, Training, Relationship Management, Strategy, Mergers & Acquisitions, Public Speaking, Event Planning, Customer Service, Hands-on Problem Solver, Time Management, Product Trainer, Business Analysis, Non-profit Volunteer, Non-profit Leadership, Non-profit Board..., Product Development, Commitment to Customer..., Leadership Development, community service, Operations Management, Youth ministry, Retreat Leader, Event Management, Volunteer Management, Highly detail oriented, Community Outreach, Non profit fundraising, Social Networking
Education
University of Pittsburgh 1985 — 1989
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Bishop Shanahan High School 1982 — 1985
High School
City of Philadelphia February 2015 - Present
Firstrust Bank May 2012 - Present
TD June 2010 - April 2012
Shoprite June 2002 - May 2010
Skills
Loans, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Cash Management, Mortgage Lending, Financial Analysis, Deposits, Portfolio Management, Branch Banking, Graphic Arts, Microsoft Office, Leadership Development, Analysis, Strategic Planning, Professional..., Web Design, Project Coordination, Events Coordination, Microsoft Publisher, Policy
Education
Temple University 2005 — 2009
Environmental Studies, Environmental Science
Firstrust Bank June 2015 - Present
KEANE June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2016
Finance, General
Prudential Financial November 2014 - Present
Cobra Wire and Cable January 2011 - November 2013
Firstrust Bank March 2005 - August 2010
Skills
Budget Analysis,..., Training, Sales Operations, Sales, Sales Management, Management, Investments, Coaching, Loans, Microsoft Office, Selling, Team Leadership
Education
University of Phoenix 1991 — 1994
Accounting and Finance
Firstrust Bank March 2011 - Present
GMAC ResCap June 2006 - March 2011
Sovereign Bank July 2003 - May 2006
GMAC ResCap October 2000 - July 2003
eJumbo.com April 2000 - September 2000
FTM Mortgage March 1997 - March 2000
Bucks County Mortgage May 1996 - February 1997
Eastern Mortgage July 1994 - April 1996
Skills
Loan Origination, Trading, Sales, Analysis, Credit Risk, Financial Risk, Mortgage Banking, MBS, Management, Underwriting, Credit, Valuation, Mortgage Lending, FHA, Bloomberg, Mortgage Servicing, Microsoft Office, Loans, Fixed Income, Financial Structuring, Funding, Negotiation, Finance, Loan Servicing, Banking, Credit Analysis, Portfolio Management, Refinance, Residential Mortgages, Securitization, Capital Markets
Education
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor's Degree in Business Administration, Finance, General
Deloitte September 2014 - Present
The Wharton School August 2012 - August 2014
The Wharton School March 2011 - August 2012
MSL Group October 2009 - January 2011
Catalyst Public Relations May 2007 - October 2009
PNC Financial Services Group June 2006 - April 2007
Philadelphia 76ers May 2005 - August 2005
Firstrust Bank May 2005 - August 2005
Skills
Corporate Communications, Management, Marketing Communications, Press Releases, Program Management, Recruiting, Relationship Management
Education
University of Pennsylvania 2012 — 2015
Masters of Science in Organzational Dynamics
University of Pittsburgh 2003 — 2007
Firstrust Bank March 2012 - Present
Citizens Bank June 2008 - December 2011
TD Bank September 1996 - May 2008
PNC Bank/Chemical Bank 1993 - 1996
Education
Temple University - Fox School of Business and Management
MBA, Marketing Concentration
University of Delaware 1989 — 1993
B.S., Business Administration (Finance Concentration)
Ally Financial Inc. February 2011 - September 2014
Republic Bank June 2009 - February 2011
Firstrust Bank March 2008 - June 2009
Commerce Bancorp October 2003 - March 2008
Skills
Outlook, Auditing, Customer Service, Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Banking, Compliance, Process Improvement, Documentation, Administration, Employee Relations, Change Management, Access, Research, Public Speaking, Coaching, Team Leadership, Lotus Notes, Scheduling, Vendor Management, Troubleshooting, Policy, Innovation, Ideation, Competitive Advantage, Android, Microsoft Excel, Consumer Lending, Training, Real Estate, Data Analysis, Windows, Business Process..., Salesforce.com, Analysis, Quality Assurance, Call Centers, Software Documentation, Team Building, Visio
Education
Temple University
West Chester East High School
Medical Data Direct 2004 - Present
Firstrust Bank July 2010 - April 2013
The Bank July 2008 - June 2010
Commerce Bank 2002 - 2008
Skills
Banking, Commercial Banking, Retail Banking, Consumer Lending, Relationship Management, New Business Development, Team Building, Customer Service, Sales, Marketing, Coaching, Training, Recruiting, Time Management, Loans, HIPAA, Executive Management, Budgets, Business Development, Business Planning, CRM, Call Centers, Cash Management, Commercial Lending, Commercial Mortgages, Contract Negotiation, Credit Analysis, Credit Risk, Cross Selling, Customer Retention, Deposits, Employee Benefits, Entrepreneurship, Exceptional People..., Finance, Financial Analysis, Financial Services, Healthcare, Insurance, Investments, Leadership, Lines Of Credit, Access, Analysis, Loan Origination, Management, Medicine, Mortgage Banking, Mortgage Lending, Portfolio Management
Education
University of Pennsylvania
BS, Biology/English
Go-Doggie Pet Sitting June 2012 - Present
Firstrust Bank May 2007 - Present
Doggie Bags Pet Sitting January 2005 - April 2008
Republic First Bank April 1995 - March 2005
Skills
Customer-focused Service, Banking, Pets, Customer Satisfaction, Customer Retention, Customer Experience..., Pet Sitting, Animals, Dog Walking, Dogs
Education
Temple University - Fox School of Business and Management 1990 — 1992
Bachelors of Business Administration, Accounting
Pierce Junior College 1984 — 1986
Associates Degree, Computer Data Processing
Aria Health September 2013 - Present
Harrahs Chester Casino and Racetrack September 2012 - September 2013
Philadelphia University April 2012 - September 2012
Temple University September 2010 - May 2012
PNC Financial Services November 2009 - October 2010
Firstrust Bank March 2008 - October 2009
Skills
Accounting, QuickBooks, Auditing, Accounts Payable, SAP, General Ledger, Account Reconciliation, Compilation Of..., Great Plains Software, Annual Reports, Fixed Assets, Financial Statements, Journal Entries
Education
Temple University - Fox School of Business and Management 2009 — 2012
BBA, Major: Accounting, Minor: MIS
Firstrust Bank 2005 - Present
Fleet Bank 1990 - 2005
Skills
Commercial Lending, Lines Of Credit, Private Equity, Underwriting, Commercial Mortgages, Retail Banking, Mortgage Lending, Finance, Banking, Commercial Banking, Credit
Education
Susquehanna University
BS, Finance
Neshaminy School District January 2011 - Present
Firstrust Bank August 2008 - Present
Pennsbury School District January 2012 - April 2012
Education
Temple University 2008 — 2012
B.S, Elementary Education and Special Education
Rosenzweig & Associates March 2003 - Present
WFG Investments, Inc. 2003 - 2011
UBS Wealth Management October 2001 - March 2003
PNC Investments July 1991 - October 2001
Firstrust Bank July 1986 - June 1991
Skills
Financial Planning, Wealth Management, Estate Planning, Risk Management, Services Sales, Retirement Planning, Investments, Securities, Finance, Strategic Financial..., Fixed Annuities, Financial Advisory, Series 7, Retirement, Investment Advisory, Mutual Funds, Asset Allocation, Sales, Investment Strategies, Wealth, Financial Services, Small Business, Insurance, Financial Planners, Portfolio Management, 401k, Alternative Investments, Series 63, Term Life Insurance, Disability Insurance, High Net Worth..., Pensions, IRAs, Long-term Care, Options, Investment Management, Life Insurance, Long Term Care Insurance, Asset Management, FINRA, Equities, Leadership, Financial Risk, Financial Analysis, Fixed Income, Wealth Management...
Education
National Association of Estate Planners & Councils 2006 — 2007
AEP, Estate Planning and Charitable Gifting
College for Financial Planning 1994 — 2004
CFP, CRPS, Financial Planning
The American College 1999 — 2000
ChFC, CLU, Financial Planning
University of Minnesota-Twin Cities 1973 — 1977
Economics, Accounting, Finance, Business Law
Highland Park Senior High School 1971 — 1973
H.S. Honors, Business Law
Firstrust Bank October 2012 - Present
GE Money Bank December 2008 - August 2011
AT&T Mobility March 2007 - October 2008
Berlitz July 2006 - March 2007
Courtyard by Marriott January 2003 - November 2005
Skills
Customer Service, Typing, Fax, Cash, Call Center, Credit Cards, Word, Time Management, Customer Satisfaction, Spanish, Outlook, Customer Relations, Excel, PowerPoint, Supervisory Skills, Microsoft Office, Coaching, Public Speaking, Teamwork, Research, English, Team Building, Writing, Public Relations, Team Leadership, Problem Solving, Scheduling, Telephone Skills, Fundraising, Critical Thinking, Mentoring, Marketing, Market Research, Process Scheduler, Microsoft Excel, Call Centers, Microsoft Word, Event Planning, Employee Relations, Leadership Development, Banking, Training
Education
University of Phoenix 2011 — 2014
Bachelor's Degree, Marketing and Business Management
U.P.R. Carolina 2002 — 2006
Associate's Degree, Interior Desings
Bonneville school 1992 — 2002
High School
Firstrust Bank 2015 - Present
The Bancorp 2011 - 2015
Driven Brands, Inc. 2006 - 2011
AAMCO Transmissions and Total Car Care 1989 - 2006
Skills
Finance, Franchising, Management, Commercial Lending, Sales, Operations Management, Franchise Sales, Contract Negotiation, SBA, Franchise Lending, Sales Management, Strategic Planning, Small Business Lending, New Business Development, Project Management, Negotiation, Team Building, Franchise Agreements, Market Development, Real Estate Development
Education
The George Washington University
Bachelor of Business Administration (BBA)
Eastdil Secured July 2015 - Present
Firstrust Bank May 2014 - August 2014
Camp Manitou June 2010 - August 2013
Goodman Properties May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Youth Programs, Leadership, Youth Leadership, Team Leadership, Get Along Well with...
Education
Tulane University 2011 — 2015
Bachelor's degree, Finance & Marketing
Universidad Pontificia Comillas 2012 — 2012
Finance
Germantown Academy 2000 — 2011
Firstrust Bank May 2007 - Present
Go-Doggie LLC June 2012 - Present
Republic First Bank April 1995 - April 2005
Education
Temple University - Fox School of Business and Management 1990 — 1992
BBA, Accounting
Pierce Junior College 1984 — 1986
Associate's degree, Computer Data Processing
Pfizer November 2009 - Present
Pfizer Pharmaceuticals/Wyeth Pharmaceuticals October 2005 - November 2009
Pfizer Pharmaceuticals/Wyeth Pharmaceuticals September 2003 - October 2005
Airgas Safety November 2002 - June 2003
Firstrust Bank May 1999 - November 2002
Skills
SAP Customer Master Data, SAP Sales & Distribution, SAP BI/BW, Customer Service, Internet Research, Data Analysis, Oral & Written..., Project Leadership, Training & Mentoring, Cross-Departmental Team..., Process Improvement, Microsoft Office, Groupwise, Internet Explorer, Management, Business Analysis, SAP BI, SAP, Leadership
Education
University of Pittsburgh 1997 — 2001
BA, English Literature
MKP communications inc. July 1999 - Present
BankBoston (now Bank of America) March 1998 - July 1999
Firstrust Bank January 1996 - January 1998
Bank of Boston (now Bank of America) September 1993 - December 1995
Skills
Strategy, Direct Mail, Relationship Management, Customer Retention, Strategic Planning, Budgets, Advertising, Marketing, Email Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Financial Services, Teamwork, Public Relations, Program Management, Banking, Management, Marketing Strategy, Analytics, Digital Marketing, Portfolio Management, Social Media, Online Marketing, Social Media Marketing, Vendor Management
Education
Tufts University 1985 — 1989
BA, Economics
LVHS
? February 2012 - Present
Home January 2010 - Present
Firstrust Bank March 2009 - February 2012
Public Savings Bank February 2008 - October 2008
Willow Financial Bank March 2001 - November 2006
hudson united bank 2000 - 2001
phila board of ed 1981 - 1995
Skills
Microsoft Office, Customer Service, task organization, Data Input, Customer Relations, Excel, Word, Teaching, Banking, Microsoft Word, Microsoft Excel, Data Entry, Task Management, Loans, Outlook
Education
Temple University 1962 — 1967
BS, Education
Temple University 1962 — 1966
bs, education
Girls High
Firstrust Bank January 2006 - Present
First Financial Bank/Willow Financial April 2001 - December 2005
Keystone Financial, formerly Frankford Bank March 1985 - December 2000
Skills
Strategic Planning, IT Management, HR Management, Operations/infrastructur..., Marketing Management, Contract Negotiation, Regulatory Compliance, Banking, Facilities Management,..., Management, Facilities Management, Leadership, Personnel Management, Business Process..., Team Building, Credit, Project Planning, Cash Management, Executive Management, Commercial Lending, Vendor Management
Education
Villanova University 2006 — 2008
EMBA, Master of Business Administration
Temple University 1982 — 1984
Business Administration, Management and Operations
Charlotte School of Law August 2012 - Present
Bechtel Corporation May 2015 - July 2015
Charlotte School of Law January 2011 - July 2012
Janney Montgomery Scott, LLC May 2005 - June 2010
Firstrust Bank April 2002 - May 2005
Skills
Leadership, Event Planning, Human Resources, Customer Service, Team Building, Microsoft Office, Outlook, Microsoft Excel, Teamwork, Training, Program Management, Event Management, Strategic Planning, Research, Time Management, Access, Microsoft Word, PowerPoint, Recruiting, Onboarding, Project Coordination, Public Speaking, Marketing, Leadership Development, Employee Relations, Budgets, Process Improvement, Spreadsheets, Public Relations, Editing, Inventory Management, Team Leadership, Coaching, Teaching, Corporate Events, Customer Satisfaction, Coordinating Special..., Administrative...
Education
Pennsylvania State University 2013 — 2015
Master of Professional Studies, Human Resources & Employment Relations
University of Phoenix 2007 — 2010
Diploma, Business Management
Firstrust Bank Financial Center ManagerWachovia Bank2003 - 2006
Education
Temple University - Fox School of Business and Management 2000 — 2003
First Federal of Bucks County June 2010 - Present
ConestogaBank September 2008 - June 2010
Republic First Bank July 2006 - September 2008
Firstrust Bank February 2002 - July 2006
PNC Bank, N.A. August 1996 - February 2002
Central Penn National Bank/Meridian Bank/CoreStates Bank May 1984 - August 1996
Education
University of Pennsylvania 1979 — 1983
Temple University February 2013 - Present
West Chester University June 2010 - February 2013
Terrapin Sports Marketing April 2008 - May 2010
Tar Heel Sports Marketing August 2007 - April 2008
Firstrust Bank November 2004 - August 2006
Skills
Sports, Marketing, Public Relations, Sports Management, Sports Marketing, Community Outreach, Fundraising, Event Planning, Marketing Strategy, Social Media, Event Management, Public Speaking, Nonprofits
Education
University of North Carolina at Chapel Hill 2006 — 2008
MA, Sports Administration
University of North Carolina at Chapel Hill 1998 — 2002
BA, Economics and Political Science
Kennett High School 1994 — 1998
Firstrust Bank April 2014 - Present
Firstrust Bank June 2008 - Present
Commerce Bank 2000 - 2008
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance
University of Delaware 1985 — 1987
BS, Finance
Blue Apron April 2015 - Present
Blue Apron December 2014 - April 2015
Soros Fund Management August 2013 - December 2014
Evercore Partners 2011 - July 2013
Wharton Management Department December 2007 - December 2010
Barclays Capital June 2010 - August 2010
Firstrust Bank August 2009 - October 2009
Overseas Private Investment Corporation May 2009 - July 2009
Grassroots Business Fund 2009 - 2009
Skills
Financial Modeling, LBO, Valuation, Investment Banking, Bloomberg, DCF, Emerging Markets, Capital IQ, Stata, Corporate Finance, Investments, Mergers & Acquisitions
Education
University of Pennsylvania 2007 — 2011
BS, BA, Finance, International Studies
George School 2003 — 2007
High School
Meridian Bank PA November 2014 - Present
DNB First September 2012 - November 2014
WSFS Bank 2011 - 2012
Firstrust Bank 2007 - 2011
Willow Financial Bank 2001 - 2007
Skills
Commercial Banking, Banking, Financial Analysis, New Business Development, Credit, Risk Management, Commercial Mortgages, Credit Management, Loans, Portfolio Management, Underwriting, Consumer Lending, Commercial Lending, Investments, Credit Analysis, Business Development, Marketing, Coaching, Small Business Lending, Finance, Management, Cash Management, Due Diligence, Deposits, Financial Services, Wealth Management, Structured Finance, Cross Selling, Retail Banking, Asset Based Lending, Loan Origination, Credit Risk, Branch Management, Lines Of Credit, Treasury Management, Mortgage Lending, Branch Banking, SBA, Construction Loans, Relationship Management, Cash Flow Lending, Private Banking, Mortgage Banking, Financial Structuring
Education
Widener University 1994 — 1999
MBA, Business
University of South Carolina - Darla Moore School of Business 1982 — 1986
BS, Finance and Marketing
Verde Capital Corp February 2014 - Present
Firstrust Bank January 2014 - Present
TD Bank January 1998 - November 2013
Donald Geiger, Real Estate Appraiser January 1991 - January 1998
Jefferson National Mortgage Company January 1981 - January 1991
Anthony N. Smith & Co. January 1978 - January 1981
Hudson City Savings Bank February 1976 - January 1978
Skills
Risk Management, Banking, Policy, Analysis, Real Estate, Risk, Management, Financial Risk, Portfolio Management, Credit, Commercial Real Estate, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Mortgage Lending
Education
University of Miami - School of Business 1973 — 1976
BS, Finance, Real Estate
Beneficial Bank December 2012 - Present
Wells Fargo Home Mortgage June 2009 - December 2012
Bank of America May 2006 - February 2009
Firstrust Bank September 2000 - May 2006
Mellon Bank February 1998 - September 2000
Mellon Bank 1998 - 2000
Corestates Bank - Now Wells Fargo December 1996 - February 1998
Corestates Bank - Now Wells Fargo 1989 - December 1996
Colonial Penn Group 1986 - 1989
SHEA,OESTERLE,SIANA, AND DEEGAN May 1983 - 1986
Skills
Credit, Finance, Mortgage Lending, Mergers & Acquisitions, Management, Analysis, Accounting, CRM, Cash Management, Auditing, Insurance, Training, Financial Analysis, Real Estate, Credit Analysis, Banking, Portfolio Management, Loans, Commercial Lending, Underwriting
Education
Temple University 1986 — 1990
MBA, Finance
Villanova University 1979 — 1983
B.S., Accounting
Archbishop Carroll High School 1975 — 1979
Diploma
ONEHOPE Wine May 2014 - Present
Merrill Lynch October 2011 - Present
Music for Tomorrow July 2011 - Present
Wolf Capital Advisors May 2011 - October 2011
Firstrust Bank April 2010 - May 2011
T.Rowe Price August 2008 - April 2010
BGC Partners May 2007 - August 2007
Striker Partners April 2006 - June 2006
AXA January 2006 - May 2006
Skills
Hedge Funds, Fixed Income, Investment Banking, Private Equity, Valuation, Wealth Management, Entrepreneurship, Credit Analysis, Series 7, Series 63, Series 65, Financial Analysis, Investments, Portfolio Management, Financial Modeling
Education
Investment Banking Institute 2010 — 2010
CFA continuing education, Investment Banking
RMA Commercial Lending School 2010 — 2010
Specialized Knowledge and Applications, Credit Management
Syracuse University 2004 — 2008
B.S., Finance
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
B.S., Finance
The Mcdonogh School 2001 — 2004
High School Diploma
Episcopal Academy 1993 — 2001
Conestoga Bank October 2008 - Present
Conestoga Bank November 2008 - 2010
Firstrust Bank 2000 - 2007
Firstrust Bank 2000 - 2007
Mellon PSFS 1992 - 1996
Skills
Small Business Lending, Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Retail Banking, Portfolio Management, Asset Based Lending, Lines Of Credit, Underwriting, Credit Risk, Mortgage Banking, Financial Analysis, Risk Management, Refinance, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Loans, Private Banking
Education
State University of New York at New Paltz
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Accounting
PICPA November 2006 - Present
Delaware Valley Underwriting Agency Inc. / Penn Independent Co. 2004 - 2006
Lankenau Hospital 2004 - 2004
Firstrust Bank 2000 - 2003
Skills
Nonprofits, Event Planning, Email Marketing, Marketing, Strategic Planning, Fundraising, Copywriting, Marketing Strategy, Social Media, Advertising, Newsletters, Marketing Communications, Event Management, Budgets, Public Speaking
Education
Millersville University of Pennsylvania 1995 — 1999
B.S., Communications-Public Relations
HubSpot Academy
Certificate in Inbound Marketing
Temple University
Search Engine Optimization Certificate
Temple University
Certificate in Meeting Planning
Firstrust Bank August 1984 - Present
Education
Temple University 1983 — 1987
Bachelor of Science (B.S.), Finance, General
Cardinal Dougherty High School
Webster Bank January 2015 - Present
TriState Capital Bank November 2007 - 2014
Firstrust Bank 1997 - 2007
Skills
Loans, Credit Analysis, Banking, Leveraged Finance, Private Equity, Corporate Finance, Financial Modeling, Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Risk Management, Commercial Banking, Credit, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Lehigh University
Bachelor of Science (BS), Econ
Firstrust Bank Senior Loan OfficerMeridian BankMarch 2010 - April 2011
Harleysville National Bank February 2008 - February 2010
Willow Grove Bank July 2006 - January 2008
Fox Chase Bank February 1996 - April 2006
Education
Temple University 1974 — 1976
Firstrust Bank July 2014 - Present
Northwestern Mutual May 2012 - May 2014
Town Sports International July 2007 - January 2014
Matador Restaurante June 2011 - June 2012
Skills
Small Business Lending, Credit Analysis, Commercial Banking, Strategic Financial..., Microsoft Excel, Entrepreneurship, Microsoft Word, Social Media, Finance, Insurance, Financial Analysis, Retirement Planning, Investments, SAP R/3, Disability Insurance, Financial Planning, Customer Service, Microsoft Office
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree
Conestoga High School 2006 — 2010
Beneficial Bank September 2013 - Present
Firstrust Bank October 2006 - September 2013
Skills
Asset Based Lending, Private Equity, Credit Analysis, Loans, Credit, Commercial Lending, Portfolio Management, Financial Analysis, Commercial Banking, Banking
Education
Univeristy of Pennsylvania
BS, Economics
University of Pennsylvania
Bachelor's Degree, Finance, General
Firstrust Bank December 2004 - Present
Education
Temple University 1989 — 1993
MBA
Pennsylvania State University 1982 — 1986
Bachelor of Arts (B.A.)
Firstrust Bank August 2002 - Present
Education
Temple University 1984 — 1989
Bachelor of Business Administration (BBA), Finance, General
Firstrust Bank September 2003 - Present
US Inspect June 1993 - July 2003
PNC Bank October 1991 - May 1993
Education
Temple University
Accounting and Business/Management
University City High School, Philadelphia, PA
Diploma
The Bryn Mawr Trust Company April 2011 - Present
Harleysville National Bank May 2006 - June 2010
Firstrust Bank May 2000 - May 2006
Skills
Proficient in Microsoft..., Close Attention to..., Organized Multi-tasker, Hands-on Problem Solver
Education
Strayer University-Pennsylvania 2004 — 2006
Associate's degree, Accounting
Temple University 1989 — 1990
Cedar Grove Christian Academy 1976 — 1988
High School Diploma, Business/College Prep
Firstrust Bank 2011 - 2014
Skills
Credit Analysis, Financial Analysis, Commercial Lending, Credit, Banking, Credit Risk, Commercial Banking, Risk Management
Education
American Institute of Banking
Financial statements analysis
Temple University
accounting courses
West Catholic Girls High School
Academic, 12
Firstrust Bank May 2015 - Present
Education
University of Pittsburgh 2013 — 2017