Fleet Capital
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Fleet Capital Employees
Employee
Years
Job
Industry
Deborah Jaynes Deborah Jaynes's Fleet Capital Experience June 1998 - December 1999
Job paralegal at GE Energy
Industry Oil & Energy
Experience
GE Energy January 2001 - January 2013
GE Energy January 2000 - January 2013
Fleet Capital June 1998 - December 1999
Prudential Bank January 1998 - June 1998
Nestle S.A. September 1996 - May 1998
Skills
use of Microsoft Office..., SSP5 billing sw,...
Education
The University of Georgia 1969 — 1971
Elementary Education and Teaching, 3.0
GE Energy January 2001 - January 2013
GE Energy January 2000 - January 2013
Fleet Capital June 1998 - December 1999
Prudential Bank January 1998 - June 1998
Nestle S.A. September 1996 - May 1998
Skills
use of Microsoft Office..., SSP5 billing sw,...
Education
The University of Georgia 1969 — 1971
Elementary Education and Teaching, 3.0
Christopher Gentry Christopher Gentry's Fleet Capital Experience 1999 - 2000
Job CoManaging Partner at Monroe Credit Advisors LLC
Industry Investment Banking
Experience
Monroe Credit Advisors LLC July 2014 - Present
Monroe Credit Advisors LLC July 2009 - Present
Concord Financial Advisors, LLC July 2004 - July 2008
ORIX Capital Markets, LLC 2003 - 2004
Capricorn Technology Partners, Inc. 2000 - 2003
Fleet Capital 1999 - 2000
BankBoston Business Credit 1998 - 2000
Mellon Business Credit 1996 - 1998
Sanwa Business Credit Corporation 1990 - 1996
Skills
Mergers, Company Acquisitions, alternative financing, Cash Flow Lending, Asset Based Lending, Leveraged Finance, Investment Banking, Financial Analysis, Valuation, Commercial Lending, LBO, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Corporate Development, Portfolio Management, Cash Flow, Loans, Business Valuation, Banking, Private Equity, Structured Finance, Restructuring, Credit, Investments, Venture Capital, Funding, Commercial Banking, Private Placements, Due Diligence
Education
Arizona State University 1983 — 1988
Bachelor of Science, Finance
Monroe Credit Advisors LLC July 2014 - Present
Monroe Credit Advisors LLC July 2009 - Present
Concord Financial Advisors, LLC July 2004 - July 2008
ORIX Capital Markets, LLC 2003 - 2004
Capricorn Technology Partners, Inc. 2000 - 2003
Fleet Capital 1999 - 2000
BankBoston Business Credit 1998 - 2000
Mellon Business Credit 1996 - 1998
Sanwa Business Credit Corporation 1990 - 1996
Skills
Mergers, Company Acquisitions, alternative financing, Cash Flow Lending, Asset Based Lending, Leveraged Finance, Investment Banking, Financial Analysis, Valuation, Commercial Lending, LBO, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Finance, Corporate Development, Portfolio Management, Cash Flow, Loans, Business Valuation, Banking, Private Equity, Structured Finance, Restructuring, Credit, Investments, Venture Capital, Funding, Commercial Banking, Private Placements, Due Diligence
Education
Arizona State University 1983 — 1988
Bachelor of Science, Finance
Paul Cottone Paul Cottone's Fleet Capital Experience 1998 - 2002
Job Senior Recruiter at Lender Recruiting, LLC
Industry Financial Services
Experience
Lender Recruiting, LLC March 2015 - Present
Financial Design Services, Inc. 2013 - January 2015
International Factoring Association 2010 - 2012
Allied Affiliated Funding, LP 2009 - 2012
TMA-Philadelphia 2008 - 2011
Textron Financial Corporation 2003 - 2009
Fleet Capital 1998 - 2002
BankAmerica Business Credit, Inc. 1994 - 1998
Skills
Asset Based Lending, Factoring, Credit Analysis, Commercial Lending, Loans, Commercial Finance, Small Business Lending, Cash Flow Lending, Middle Market, Underwriting, Credit, Capital Markets, Credit Risk, Structured Finance, Mergers & Acquisitions, Syndications, Project Finance, Due Diligence, Risk Management, Private Equity, Finance, Banking, Financial Structuring, Portfolio Management, Restructuring, Commercial Banking, Funding, Executive Management, Corporate Finance, Financial Risk, Treasury Management, Financial Services, Financial Modeling, Financial Analysis, Loan Origination, Cash Management, Management, Relationship Management, Strategic Planning, Start-ups, Lines Of Credit, Business Development, Leadership, Asset Management, Corporate Recruiting
Education
Drexel University - College of Business and Administration
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
Syracuse University
Marketing/Marketing Management, General
The Ohio State University
Growth Leadership Program
Lender Recruiting, LLC March 2015 - Present
Financial Design Services, Inc. 2013 - January 2015
International Factoring Association 2010 - 2012
Allied Affiliated Funding, LP 2009 - 2012
TMA-Philadelphia 2008 - 2011
Textron Financial Corporation 2003 - 2009
Fleet Capital 1998 - 2002
BankAmerica Business Credit, Inc. 1994 - 1998
Skills
Asset Based Lending, Factoring, Credit Analysis, Commercial Lending, Loans, Commercial Finance, Small Business Lending, Cash Flow Lending, Middle Market, Underwriting, Credit, Capital Markets, Credit Risk, Structured Finance, Mergers & Acquisitions, Syndications, Project Finance, Due Diligence, Risk Management, Private Equity, Finance, Banking, Financial Structuring, Portfolio Management, Restructuring, Commercial Banking, Funding, Executive Management, Corporate Finance, Financial Risk, Treasury Management, Financial Services, Financial Modeling, Financial Analysis, Loan Origination, Cash Management, Management, Relationship Management, Strategic Planning, Start-ups, Lines Of Credit, Business Development, Leadership, Asset Management, Corporate Recruiting
Education
Drexel University - College of Business and Administration
Bachelor of Business Administration (B.B.A.), Accounting and Marketing
Syracuse University
Marketing/Marketing Management, General
The Ohio State University
Growth Leadership Program
Kevin Shorts Kevin Shorts's Fleet Capital Experience February 1996 - May 2004
Job Experienced Financial Professional
Industry Financial Services
Experience
SW WealthCare Services, LLC October 2008 - Present
Mesa Arts Center Foundation 2007 - June 2013
Northern Trust 2006 - 2008
Northern Trust 2005 - 2006
Northern Trust 2004 - 2005
Fleet Capital February 1996 - May 2004
Desper Products and Spatializer Audio Laboratories October 1994 - February 1996
Arthur Andersen & Co. June 1991 - October 1994
Skills
Banking, Private Equity, Debt, Loan Syndication, Private Banking, Financial Modeling, Cash Flow Lending, Asset Based Lending, Comprehensive Wealth..., Personal Financial..., Value Based Planning, Mind Mapping, Strategic Financial..., Accounting, Financial Analysis, Vision, Building Relationships, Change Management, Leadership, Personal Budgeting, Corporate Budgeting, Deal Maker, Motivator, Empathy, Consulting, Coaching, Non-profit..., Trusted Advisor, Estate Planning, Motivation, Business Development, Budgets, Credit, Deal Execution, Investment Advisory, Mergers & Acquisitions, Wealth Management..., Syndications, Loans, Due Diligence, Portfolio Management, Asset Allocation, Underwriting, Mutual Funds, Investments, Asset Management, Retirement Planning, Alternative Investments, Investment Management, Investment Strategies
Education
Brigham Young University 1984 — 1991
BS, Accounting/Business
SW WealthCare Services, LLC October 2008 - Present
Mesa Arts Center Foundation 2007 - June 2013
Northern Trust 2006 - 2008
Northern Trust 2005 - 2006
Northern Trust 2004 - 2005
Fleet Capital February 1996 - May 2004
Desper Products and Spatializer Audio Laboratories October 1994 - February 1996
Arthur Andersen & Co. June 1991 - October 1994
Skills
Banking, Private Equity, Debt, Loan Syndication, Private Banking, Financial Modeling, Cash Flow Lending, Asset Based Lending, Comprehensive Wealth..., Personal Financial..., Value Based Planning, Mind Mapping, Strategic Financial..., Accounting, Financial Analysis, Vision, Building Relationships, Change Management, Leadership, Personal Budgeting, Corporate Budgeting, Deal Maker, Motivator, Empathy, Consulting, Coaching, Non-profit..., Trusted Advisor, Estate Planning, Motivation, Business Development, Budgets, Credit, Deal Execution, Investment Advisory, Mergers & Acquisitions, Wealth Management..., Syndications, Loans, Due Diligence, Portfolio Management, Asset Allocation, Underwriting, Mutual Funds, Investments, Asset Management, Retirement Planning, Alternative Investments, Investment Management, Investment Strategies
Education
Brigham Young University 1984 — 1991
BS, Accounting/Business
James D. Walsh James D. Walsh's Fleet Capital Experience 1995 - 2005
Job Vice President, Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Santander Investment 2013 - Present
Merrill Lynch June 2011 - December 2012
Morgan Stanley Smith Barney January 2011 - June 2011
GMAC Commercial Finance May 2005 - April 2010
Bank of America Business Capital February 1995 - May 2005
Fleet Capital 1995 - 2005
Skills
Series 7, Series 66, Life & Health Insurance, Retirement Planning, Estate Planning, Wealth Management, Portfolio Strategy, College Savings Plans, Portfolio Management, Uniform Combined State..., Investments, Asset Allocation, Series 63, Strategic Financial..., Business Development, Financial Services, Mutual Funds, CRM, Asset Management, Banking, Commercial Lending, Loans, Credit, Fixed Income, Financial Advisory, Finance, Relationship Management, Financial Modeling, Investment Advisory, Financial Risk, Commercial Banking, Capital Markets, Mortgage Lending, Equities, Private Equity
Education
Bryant University 1980 — 1984
BS
St. Thomas Aquinas High School
Allan Marzen Allan Marzen's Fleet Capital Experience 1995 - 2001
Job Managing Director Loan Originations at White Oak Global Advisors
Industry Financial Services
Experience
White Oak Global Advisors April 2014 - Present
Wells Fargo Capital Finance June 2012 - March 2014
AloStar Business Credit September 2011 - June 2012
First Niagara Commercial Finance April 2010 - October 2011
Golub Capital 2007 - 2009
CapitalSource June 2003 - March 2007
CIT 2001 - 2003
Fleet Capital 1995 - 2001
Deloitte & Touche 1991 - 1995
Education
George Mason University 1987 — 1991
Bachelor of Science, Finance and Accounting
Bel Air High
Fordham University School of Law
White Oak Global Advisors April 2014 - Present
Wells Fargo Capital Finance June 2012 - March 2014
AloStar Business Credit September 2011 - June 2012
First Niagara Commercial Finance April 2010 - October 2011
Golub Capital 2007 - 2009
CapitalSource June 2003 - March 2007
CIT 2001 - 2003
Fleet Capital 1995 - 2001
Deloitte & Touche 1991 - 1995
Education
George Mason University 1987 — 1991
Bachelor of Science, Finance and Accounting
Bel Air High
Fordham University School of Law
Robert Munns Robert Munns's Fleet Capital Experience 1984 - 2004
Job Senior Asset Based Lending Officer at People's United Business Capital
Industry Banking
Experience
People's United Business Capital October 2011 - Present
Valley National Bank January 2011 - October 2011
TD Bank 2007 - 2010
Sterling National Bank 2004 - 2007
Fleet Capital 1984 - 2004
Skills
Loans, Credit, Commercial Mortgages, Cash Management, Portfolio Management, Asset Based Lending, Underwriting, Commercial Lending, Banking, Middle Market, Commercial Banking, Credit Analysis, Small Business Lending, Credit Risk, Loan Origination, Syndications, Consumer Lending
Education
Montclair State University
B.S. Degree, Business Administration
People's United Business Capital October 2011 - Present
Valley National Bank January 2011 - October 2011
TD Bank 2007 - 2010
Sterling National Bank 2004 - 2007
Fleet Capital 1984 - 2004
Skills
Loans, Credit, Commercial Mortgages, Cash Management, Portfolio Management, Asset Based Lending, Underwriting, Commercial Lending, Banking, Middle Market, Commercial Banking, Credit Analysis, Small Business Lending, Credit Risk, Loan Origination, Syndications, Consumer Lending
Education
Montclair State University
B.S. Degree, Business Administration
Lee LaBine Lee LaBine's Fleet Capital Experience 2000 - 2002
Job Senior Vice President at PNC Bank, N.A.
Industry Banking
Experience
PNC Bank, N.A. April 2002 - Present
Fleet Capital 2000 - 2002
CIT Group 1998 - 2000
American National Bank & Trust Co. of Chicago 1990 - 1998
Skills
Portfolio Management, Loans, Mergers & Acquisitions, Commercial Lending, Equities, Management, Entrepreneurship, Asset Based Lending, Leveraged Finance, Credit Analysis, Commercial Banking, Credit, Middle Market, Banking, Financial Modeling, Finance, Restructuring, Treasury Management, Acquisitions, Financial Analysis, Valuation, LBO, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, Accounting and Finance
The University of North Dakota 1985 — 1990
Banking & Finance, Accounting / Economics / Finance
PNC Bank, N.A. April 2002 - Present
Fleet Capital 2000 - 2002
CIT Group 1998 - 2000
American National Bank & Trust Co. of Chicago 1990 - 1998
Skills
Portfolio Management, Loans, Mergers & Acquisitions, Commercial Lending, Equities, Management, Entrepreneurship, Asset Based Lending, Leveraged Finance, Credit Analysis, Commercial Banking, Credit, Middle Market, Banking, Financial Modeling, Finance, Restructuring, Treasury Management, Acquisitions, Financial Analysis, Valuation, LBO, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1997
MBA, Accounting and Finance
The University of North Dakota 1985 — 1990
Banking & Finance, Accounting / Economics / Finance
James B Allin James B Allin's Fleet Capital Experience May 2000 - May 2002
Job Senior Vice President at Triumph Commercial Finance Asset Based Lending I Accounts Receivable Financing
Industry Financial Services
Experience
Triumph Commercial Finance - Asset Based Lending I Equipment Finance I Accounts Receivable Financing September 2014 - Present
Bank of America Business Capital December 2009 - September 2014
RBS Business Capital May 2008 - March 2009
Bank of America Business Capital August 2006 - March 2008
GE Commerical Finance June 2002 - August 2006
Fleet Capital May 2000 - May 2002
CIT August 1997 - May 2000
Skills
Cash Flow Lending, Asset Based Lending, New Business Development, Negotiation, Workout, Mergers, Loans, Account Management, Restructuring, Commercial Lending, Financial Services, Business Development, Structured Finance, Finance, Credit Analysis, Mergers & Acquisitions, Executive Management, Debt Restructuring, Portfolio Management, Banking, Valuation, Credit, Commercial Banking, Loan Origination
Education
Thunderbird School of Global Management 1980 — 1981
Masters International Management, Finance
Texas Christian University - M.J. Neeley School of Business 1974 — 1978
BA, Business Administration
Triumph Commercial Finance - Asset Based Lending I Equipment Finance I Accounts Receivable Financing September 2014 - Present
Bank of America Business Capital December 2009 - September 2014
RBS Business Capital May 2008 - March 2009
Bank of America Business Capital August 2006 - March 2008
GE Commerical Finance June 2002 - August 2006
Fleet Capital May 2000 - May 2002
CIT August 1997 - May 2000
Skills
Cash Flow Lending, Asset Based Lending, New Business Development, Negotiation, Workout, Mergers, Loans, Account Management, Restructuring, Commercial Lending, Financial Services, Business Development, Structured Finance, Finance, Credit Analysis, Mergers & Acquisitions, Executive Management, Debt Restructuring, Portfolio Management, Banking, Valuation, Credit, Commercial Banking, Loan Origination
Education
Thunderbird School of Global Management 1980 — 1981
Masters International Management, Finance
Texas Christian University - M.J. Neeley School of Business 1974 — 1978
BA, Business Administration
John Roberts John Roberts's Fleet Capital Experience January 1988 - June 2004
Job Senior Vice President/Marketing Manager at First Community Financial
Industry Banking
Experience
First Community Financial May 2009 - Present
Bank of America July 2008 - May 2009
Citi February 2005 - June 2008
GE Capital June 2004 - February 2005
Fleet Capital January 1988 - June 2004
Arthur Andersen & Co. August 1983 - August 1986
Skills
CPA-State of California..., Strategic Planning, Portfolio Management, Financial Modeling, Due Diligence, Financial Reporting
Education
Arizona State University 1978 — 1983
Bachelor of Science (BS), Accounting
First Community Financial May 2009 - Present
Bank of America July 2008 - May 2009
Citi February 2005 - June 2008
GE Capital June 2004 - February 2005
Fleet Capital January 1988 - June 2004
Arthur Andersen & Co. August 1983 - August 1986
Skills
CPA-State of California..., Strategic Planning, Portfolio Management, Financial Modeling, Due Diligence, Financial Reporting
Education
Arizona State University 1978 — 1983
Bachelor of Science (BS), Accounting
Vince Twomey Vince Twomey's Fleet Capital Experience January 1996 - January 2000
Job at AlliancePartners LLC
Industry Banking
Experience
AlliancePartners LLC February 2011 - Present
Durkin Group LLC May 2010 - February 2011
CAPITALSOURCE BANK October 2008 - February 2010
CAPITALSOURCE FINANCE June 2000 - October 2008
CAPITALSOURCE FINANCE July 2002 - June 2004
CAPITALSOURCE FINANCE June 2000 - June 2002
FLEET CAPITAL January 1996 - January 2000
BARLCAYS BUSINESS CREDIT January 1994 - January 1996
BARCLAYS BUSINESS CREDIT January 1992 - January 1994
BARCLAYS BUSINESS CREDIT January 1990 - January 1992
Education
Saint Joseph's University 1982 — 1986
BS, Accounting
AlliancePartners LLC February 2011 - Present
Durkin Group LLC May 2010 - February 2011
CAPITALSOURCE BANK October 2008 - February 2010
CAPITALSOURCE FINANCE June 2000 - October 2008
CAPITALSOURCE FINANCE July 2002 - June 2004
CAPITALSOURCE FINANCE June 2000 - June 2002
FLEET CAPITAL January 1996 - January 2000
BARLCAYS BUSINESS CREDIT January 1994 - January 1996
BARCLAYS BUSINESS CREDIT January 1992 - January 1994
BARCLAYS BUSINESS CREDIT January 1990 - January 1992
Education
Saint Joseph's University 1982 — 1986
BS, Accounting
JP Pontbriand, CFA JP Pontbriand, CFA's Fleet Capital Experience 2000 - 2004
Job Portfolio Manager
Industry Investment Management
Experience
Salem Five Financial December 2006 - Present
Smith Barney 2004 - 2006
Fleet Capital 2000 - 2004
BTM Capital Corporation 1998 - 2000
Ironwood Capital 1991 - 1998
Prudential Capital Group 1988 - 1991
Skills
Investments, Portfolio Management, Securities, Wealth Management, Alternative Investments, Retirement Planning, Financial Modeling, Asset Allocation, Tactical Asset..., Asset Managment, Investment Policy, Investment Advisory, Estate Planning, Strategic Financial..., Insurance, College Education..., Charitable Gift Planning, Trusts, Valuation, Asset Management
Education
CFA Institute 1990 — 1993
CFA, Chartered Financial Analyst
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor of Science, Business Administration
Salem Five Financial December 2006 - Present
Smith Barney 2004 - 2006
Fleet Capital 2000 - 2004
BTM Capital Corporation 1998 - 2000
Ironwood Capital 1991 - 1998
Prudential Capital Group 1988 - 1991
Skills
Investments, Portfolio Management, Securities, Wealth Management, Alternative Investments, Retirement Planning, Financial Modeling, Asset Allocation, Tactical Asset..., Asset Managment, Investment Policy, Investment Advisory, Estate Planning, Strategic Financial..., Insurance, College Education..., Charitable Gift Planning, Trusts, Valuation, Asset Management
Education
CFA Institute 1990 — 1993
CFA, Chartered Financial Analyst
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor of Science, Business Administration
Chuck Seeley, ASA Chuck Seeley, ASA's Fleet Capital Experience September 1994 - November 1999
Job Managing Director at Heritage Global Valuations
Industry Banking
Experience
Heritage Global Valuations September 2011 - Present
AccuVal Associates May 2005 - September 2011
DoveBid Valuation Services November 1999 - April 2005
Fleet Capital September 1994 - November 1999
Daley Hodkin Corporation 1989 - 1994
Skills
Appraisals, Business Development, Business, Inventory, Valuation, Leadership, Management, Commercial Lending, Capital Markets, Real Estate, Credit Analysis, Due Diligence, Finance, Corporate Finance, Asset Based Lending, Private Equity, Underwriting, Credit, Financial Modeling, Mergers, Financial Analysis, Investments, Mergers & Acquisitions, Structured Finance, Factoring, Business Valuation, Portfolio Management, Banking, Asset Management, Loans, Restructuring, Cash Flow, Risk Management
Education
Dowling College 1986 — 1988
BBA, Marketing
Heritage Global Valuations September 2011 - Present
AccuVal Associates May 2005 - September 2011
DoveBid Valuation Services November 1999 - April 2005
Fleet Capital September 1994 - November 1999
Daley Hodkin Corporation 1989 - 1994
Skills
Appraisals, Business Development, Business, Inventory, Valuation, Leadership, Management, Commercial Lending, Capital Markets, Real Estate, Credit Analysis, Due Diligence, Finance, Corporate Finance, Asset Based Lending, Private Equity, Underwriting, Credit, Financial Modeling, Mergers, Financial Analysis, Investments, Mergers & Acquisitions, Structured Finance, Factoring, Business Valuation, Portfolio Management, Banking, Asset Management, Loans, Restructuring, Cash Flow, Risk Management
Education
Dowling College 1986 — 1988
BBA, Marketing
Jerry Jansen Jerry Jansen's Fleet Capital Experience 1990 - 1998
Job Senior Vice President at Capital One Business Credit
Industry Banking
Experience
Capital One March 2014 - Present
AloStar Business Credit 2011 - 2014
Wells Fargo Capital Finance 1998 - 2011
Fleet Capital 1990 - 1998
Skills
Asset Based Lending, Factoring, Middle Market, Workout, Commercial Lending, Loans, Commercial Finance, Financial Structuring, Loan Structuring, Debt Buyer, Merchant Cash Advance, Specialty Finance
Education
Samford University 1978 — 1980
MBA, Accounting and Finance
The University of Memphis 1974 — 1976
BBA
Capital One March 2014 - Present
AloStar Business Credit 2011 - 2014
Wells Fargo Capital Finance 1998 - 2011
Fleet Capital 1990 - 1998
Skills
Asset Based Lending, Factoring, Middle Market, Workout, Commercial Lending, Loans, Commercial Finance, Financial Structuring, Loan Structuring, Debt Buyer, Merchant Cash Advance, Specialty Finance
Education
Samford University 1978 — 1980
MBA, Accounting and Finance
The University of Memphis 1974 — 1976
BBA
Lisa Pacenza's Fleet Capital Experience 2000 - 2003
Job Senior Marketing Manager, Deloitte US CLO Program
Industry Marketing and Advertising
James Jordan James Jordan's Fleet Capital Experience June 2000 - March 2005
Job First Vice President at Israel Discount Bank of New York
Industry Financial Services
Experience
Israel Discount Bank of New York April 2005 - Present
Summit Business Capital June 2001 - March 2005
Fleet Capital June 2000 - March 2005
Bank of America Business Capital April 1998 - March 2005
Fleet Bank April 1998 - March 2005
PNC Financial Services Group March 1989 - April 1998
MidLantic Bank March 1989 - 1996
National Westminster Bank USA March 1978 - March 1989
Troster, Singer & Company June 1971 - August 1977
Skills
Asset Based Lending, Cash Flow, Structuring, Commercial Lending, Middle Market, Financial Structuring, Loans, Finance, Portfolio Management, Workout, Structured Finance, Mergers, Mergers & Acquisitions, Cash Flow Lending, Credit, Syndications, Financial Analysis, Small Business Lending, Credit Risk, Corporate Finance, Commercial Mortgages, Banking, Financial Risk, Credit Analysis, Commercial Banking, Financial Services, Underwriting, Capital Markets, Cash Management, Lines Of Credit, Treasury Management, Funding, Private Banking, Loan Origination, Trade Finance, Private Equity, Investment Banking, Due Diligence, Restructuring, Factoring, Leveraged Finance, Letters of Credit, AML, Operational Risk
Education
City University of New York-Brooklyn College 1973 — 1976
BA
Nazareth Regional High School 1968 — 1972
Israel Discount Bank of New York April 2005 - Present
Summit Business Capital June 2001 - March 2005
Fleet Capital June 2000 - March 2005
Bank of America Business Capital April 1998 - March 2005
Fleet Bank April 1998 - March 2005
PNC Financial Services Group March 1989 - April 1998
MidLantic Bank March 1989 - 1996
National Westminster Bank USA March 1978 - March 1989
Troster, Singer & Company June 1971 - August 1977
Skills
Asset Based Lending, Cash Flow, Structuring, Commercial Lending, Middle Market, Financial Structuring, Loans, Finance, Portfolio Management, Workout, Structured Finance, Mergers, Mergers & Acquisitions, Cash Flow Lending, Credit, Syndications, Financial Analysis, Small Business Lending, Credit Risk, Corporate Finance, Commercial Mortgages, Banking, Financial Risk, Credit Analysis, Commercial Banking, Financial Services, Underwriting, Capital Markets, Cash Management, Lines Of Credit, Treasury Management, Funding, Private Banking, Loan Origination, Trade Finance, Private Equity, Investment Banking, Due Diligence, Restructuring, Factoring, Leveraged Finance, Letters of Credit, AML, Operational Risk
Education
City University of New York-Brooklyn College 1973 — 1976
BA
Nazareth Regional High School 1968 — 1972
Mark Gertzof's Fleet Capital Experience July 1999 - July 2002
Job Managing Director at Direct Lending Group
Industry Banking
Experience
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
Jay Hernandez's Fleet Capital Experience August 2001 - August 2002
Job Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2004 - Present
Fleet Capital August 2001 - August 2002
PricewaterhouseCoopers August 1998 - July 2001
Skills
Investment Banking, Mergers, LBO, Mergers & Acquisitions, Private Equity, M&A experience, Valuation, Market Research, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Investments, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University - The McDonough School of Business 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
University of Arizona 1993 — 1998
BS, Accounting and Finance
Harris Williams & Co. July 2004 - Present
Fleet Capital August 2001 - August 2002
PricewaterhouseCoopers August 1998 - July 2001
Skills
Investment Banking, Mergers, LBO, Mergers & Acquisitions, Private Equity, M&A experience, Valuation, Market Research, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Investments, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University - The McDonough School of Business 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
University of Arizona 1993 — 1998
BS, Accounting and Finance
Heidi Luck's Fleet Capital Experience January 1996 - April 2003
Job MB Business Capital | Vice President | New Business Development Officer | Financial Lending Marketing Specialist
Industry Financial Services
Experience
MB Financial Bank January 2012 - Present
Heidi Luck Designs December 2008 - Present
Gerber Scientific Products November 2009 - December 2011
LaSalle Business Credit October 2006 - January 2008
PNC Business Credit April 2003 - October 2006
Fleet Capital January 1996 - April 2003
The Savings Institute August 1994 - January 1996
Barclay Business Credit January 1988 - January 1994
Manchester State Bank 1985 - 1993
Skills
Direct Mail, Trade Shows, Marketing Communications, Advertising, Brochures, Public Relations, Email Marketing, Direct Marketing, B2B Marketing, Marketing Strategy, Digital Printing, Copywriting, Digital Marketing, New Business Development, Social Media Marketing, Graphic Design, Adobe Creative Suite, SEO, Graphics, Promotions, Online Marketing, Event Management, Budgeting, Integrated Marketing, Brand Development, Negotiation, Creative Development, Strategic Planning, Web Design, Illustrator, Logo Design, Photography, Business Cards, Print Production, Lead Generation, Product Marketing, Newsletters, Website Development, Large Format Printing, Corporate Communications, Adobe Acrobat, Direct Sales, Corporate Identity, Advertising Sales, Printers, Photoshop, Event Planning, InDesign, Press Releases, Corporate Branding
Education
New England College of Business and Finance
MB Financial Bank January 2012 - Present
Heidi Luck Designs December 2008 - Present
Gerber Scientific Products November 2009 - December 2011
LaSalle Business Credit October 2006 - January 2008
PNC Business Credit April 2003 - October 2006
Fleet Capital January 1996 - April 2003
The Savings Institute August 1994 - January 1996
Barclay Business Credit January 1988 - January 1994
Manchester State Bank 1985 - 1993
Skills
Direct Mail, Trade Shows, Marketing Communications, Advertising, Brochures, Public Relations, Email Marketing, Direct Marketing, B2B Marketing, Marketing Strategy, Digital Printing, Copywriting, Digital Marketing, New Business Development, Social Media Marketing, Graphic Design, Adobe Creative Suite, SEO, Graphics, Promotions, Online Marketing, Event Management, Budgeting, Integrated Marketing, Brand Development, Negotiation, Creative Development, Strategic Planning, Web Design, Illustrator, Logo Design, Photography, Business Cards, Print Production, Lead Generation, Product Marketing, Newsletters, Website Development, Large Format Printing, Corporate Communications, Adobe Acrobat, Direct Sales, Corporate Identity, Advertising Sales, Printers, Photoshop, Event Planning, InDesign, Press Releases, Corporate Branding
Education
New England College of Business and Finance
Jerry Jensen Jerry Jensen's Fleet Capital Experience January 1998 - February 2000
Job SVP, Sr Underwriter at Regions Business Capital
Industry Financial Services
Experience
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
Bill Brandes's Fleet Capital Experience 1996 - 1998
Job Agency Owner, Allstate Insurance
Industry Insurance
Experience
Allstate Insurance February 2002 - Present
Jefferson Wells 1998 - 2002
Fleet Capital 1996 - 1998
Bass Enterprises 1994 - 1996
Ernst & Young 1990 - 1994
Skills
Insurance, Risk Management, Credit, Banking, Leadership
Education
The University of Texas at Austin 1986 — 1990
BBA, Finance & Accounting
Allstate Insurance February 2002 - Present
Jefferson Wells 1998 - 2002
Fleet Capital 1996 - 1998
Bass Enterprises 1994 - 1996
Ernst & Young 1990 - 1994
Skills
Insurance, Risk Management, Credit, Banking, Leadership
Education
The University of Texas at Austin 1986 — 1990
BBA, Finance & Accounting
Loren Tosi-Bassi Loren Tosi-Bassi's Fleet Capital Experience November 1998 - May 2000
Job Senior Business Development Associate at Webster Business Credit
Industry Marketing and Advertising
Experience
Webster Business Credit May 2014 - Present
PNC Business Credit September 2007 - April 2014
Enterprise Rent-A-Car May 2002 - December 2006
Fleet Capital November 1998 - May 2000
Enterprise Rent-A-Car July 1991 - November 1998
Skills
Business Development, Asset Based Lending, Credit, Loans, Credit Analysis, Banking, Financial Analysis, New Business Development, Mergers & Acquisitions, Account Management, Customer Retention, Strategic Planning, Sales Management, Marketing, Corporate Finance, Commercial Lending, Market Research, Talent Acquisition, Lead Generation, Management, Sales, Customer Service, Leadership, Marketing Strategy, Team Building
Education
The College of New Jersey 1987 — 1991
BA, Communications
Webster Business Credit May 2014 - Present
PNC Business Credit September 2007 - April 2014
Enterprise Rent-A-Car May 2002 - December 2006
Fleet Capital November 1998 - May 2000
Enterprise Rent-A-Car July 1991 - November 1998
Skills
Business Development, Asset Based Lending, Credit, Loans, Credit Analysis, Banking, Financial Analysis, New Business Development, Mergers & Acquisitions, Account Management, Customer Retention, Strategic Planning, Sales Management, Marketing, Corporate Finance, Commercial Lending, Market Research, Talent Acquisition, Lead Generation, Management, Sales, Customer Service, Leadership, Marketing Strategy, Team Building
Education
The College of New Jersey 1987 — 1991
BA, Communications
David Kellogg's Fleet Capital Experience 1996 - 2000
Job President at Kellogg Associates, LLC
Industry Financial Services
Experience
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Chris Colson's Fleet Capital Experience 1999 - 2004
Job Senior Vice President, Asset Based Lending at BB&T
Industry Banking
Experience
BB&T February 2014 - Present
TD Bank, N. A. June 2011 - February 2014
The South Financial Group February 2005 - June 2011
Fleet Capital 1999 - 2004
Bank of Boston 1978 - 1999
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of South Carolina-Columbia 1974 — 1978
BB&T February 2014 - Present
TD Bank, N. A. June 2011 - February 2014
The South Financial Group February 2005 - June 2011
Fleet Capital 1999 - 2004
Bank of Boston 1978 - 1999
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking
Education
University of South Carolina-Columbia 1974 — 1978
Frank Melazzo's Fleet Capital Experience 1999 - 2004
Job Managing Director at Getzler Henrich & Associates
Industry Financial Services
Experience
Getzler Henrich & Associates December 2004 - Present
Turnaround Management Association 1995 - Present
Fleet Business Capital 1999 - 2004
Fleet Capital 1999 - 2004
Bank of America Business Capital (formerly known as Fleet Capital Corporation) 1995 - 2004
Bank of America 1995 - 1999
Bank of America Business Capital 1995 - 1999
Bank of America (formerly Fleet Capital Corporation) 1995 - 1999
Chrysler Capital Corporation 1989 - 1995
Skills
Turn Around Management, Asset Based Lending, Middle Market, Restructuring, Debt Restructuring, Chapter 11, Bankruptcy, Private Equity, Corporate Development, Due Diligence, Mergers, LBO, Investment Banking, Corporate Finance, Valuation, Recapitalizations, Financial Modeling, Executive Management, Loans, Business Valuation, Mergers & Acquisitions, Management Consulting, Acquisition Integration, Finance, Financial Analysis, Strategy, Venture Capital, Performance Improvement, Financial Structuring, Capital Markets, M&A experience, Capital, Cash Flow, Structured Finance, Divestitures, Private Placements, Leveraged Finance, Exit Strategies, Capital Raising, Acquisitions, Workout, Funding, IPO, Capital Structure, Operational Due..., Syndications, Mezzanine, mergers and acquisitions, Working Capital..., Relationship Management
Education
Auburn University 1964 — 1969
Bachelor's degree, Accounting
Getzler Henrich & Associates December 2004 - Present
Turnaround Management Association 1995 - Present
Fleet Business Capital 1999 - 2004
Fleet Capital 1999 - 2004
Bank of America Business Capital (formerly known as Fleet Capital Corporation) 1995 - 2004
Bank of America 1995 - 1999
Bank of America Business Capital 1995 - 1999
Bank of America (formerly Fleet Capital Corporation) 1995 - 1999
Chrysler Capital Corporation 1989 - 1995
Skills
Turn Around Management, Asset Based Lending, Middle Market, Restructuring, Debt Restructuring, Chapter 11, Bankruptcy, Private Equity, Corporate Development, Due Diligence, Mergers, LBO, Investment Banking, Corporate Finance, Valuation, Recapitalizations, Financial Modeling, Executive Management, Loans, Business Valuation, Mergers & Acquisitions, Management Consulting, Acquisition Integration, Finance, Financial Analysis, Strategy, Venture Capital, Performance Improvement, Financial Structuring, Capital Markets, M&A experience, Capital, Cash Flow, Structured Finance, Divestitures, Private Placements, Leveraged Finance, Exit Strategies, Capital Raising, Acquisitions, Workout, Funding, IPO, Capital Structure, Operational Due..., Syndications, Mezzanine, mergers and acquisitions, Working Capital..., Relationship Management
Education
Auburn University 1964 — 1969
Bachelor's degree, Accounting
Anita Mckinley's Fleet Capital Experience April 2001 - May 2002
Job Sr Collateral Analyst at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank July 2002 - Present
Fleet Capital April 2001 - May 2002
Skills
Asset Based Lending, Credit, Credit Analysis, Customer Service
Education
South Suburban College 2006 — 2008
Certificate, Early Childhood Development
Robert Morris University - Illinois 1997 — 2000
BA, Business Adminstration
Fifth Third Bank July 2002 - Present
Fleet Capital April 2001 - May 2002
Skills
Asset Based Lending, Credit, Credit Analysis, Customer Service
Education
South Suburban College 2006 — 2008
Certificate, Early Childhood Development
Robert Morris University - Illinois 1997 — 2000
BA, Business Adminstration
Jon Simons, CPA, MBA's Fleet Capital Experience 1992 - 1999
Job Assistant Director Enterprise Vendor and Alliance Management at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2012 - Present
FIS 2008 - December 2012
Metavante April 1999 - October 2008
Fleet Capital 1992 - 1999
Skills
Hyperion Enterprise, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Strategic Planning, Financial Analysis, Outsourcing, Business Analysis, Vendor Management, Enterprise Software
Education
Marquette University 2002 — 2004
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1991
BS, Accounting
Northwestern Mutual November 2012 - Present
FIS 2008 - December 2012
Metavante April 1999 - October 2008
Fleet Capital 1992 - 1999
Skills
Hyperion Enterprise, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Strategic Planning, Financial Analysis, Outsourcing, Business Analysis, Vendor Management, Enterprise Software
Education
Marquette University 2002 — 2004
MBA
University of Wisconsin-Milwaukee - School of Business Administration 1987 — 1991
BS, Accounting
Leo DePaola's Fleet Capital Experience 2001 - 2001
Job Senior Valuations Analyst at EverBank Commercial Finance, inc.
Industry Financial Services
Experience
EverBank Commercial Finance, inc. June 2013 - Present
Somerset Capital Group, Ltd. 2011 - May 2013
ASSET3, LLClink October 2008 - October 2008
GE Capital Solutions July 2008 - September 2008
CitiCapital October 2005 - August 2008
Center Capital Corporation April 2001 - September 2005
GE Capital February 1998 - April 2001
Fleet Capital 2001 - 2001
GE Capital January 1993 - February 1998
GE Capital January 1990 - December 1992
Skills
Portfolio Management, Analysis, Asset Management, Business Development, Business Strategy, Corporate Finance, Due Diligence, Equipment Management, Finance, Financial Modeling, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Mergers, Negotiation, New Business Development, Pricing, Relationship Management, Risk Management, Banking, Credit, Credit Analysis, Financial Analysis, Credit Risk, Loans, Valuation
Education
Post University 1984 — 1988
B.S., Marketing
Kean University 1983 — 1984
Colonia High School 1979 — 1983
EverBank Commercial Finance, inc. June 2013 - Present
Somerset Capital Group, Ltd. 2011 - May 2013
ASSET3, LLClink October 2008 - October 2008
GE Capital Solutions July 2008 - September 2008
CitiCapital October 2005 - August 2008
Center Capital Corporation April 2001 - September 2005
GE Capital February 1998 - April 2001
Fleet Capital 2001 - 2001
GE Capital January 1993 - February 1998
GE Capital January 1990 - December 1992
Skills
Portfolio Management, Analysis, Asset Management, Business Development, Business Strategy, Corporate Finance, Due Diligence, Equipment Management, Finance, Financial Modeling, Financial Risk, Financial Services, Forecasting, Investments, Loan Origination, Mergers, Negotiation, New Business Development, Pricing, Relationship Management, Risk Management, Banking, Credit, Credit Analysis, Financial Analysis, Credit Risk, Loans, Valuation
Education
Post University 1984 — 1988
B.S., Marketing
Kean University 1983 — 1984
Colonia High School 1979 — 1983
Mary Adam's Fleet Capital Experience 1989 - 2004
Job Sr. Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Exec. AssistantRenaMed2005 - 2007
Fleet Capital 1989 - 2004
Education
Bryant University
Certificate, Management
Katharine Gibbs
Fidelity Investments Exec. AssistantRenaMed2005 - 2007
Fleet Capital 1989 - 2004
Education
Bryant University
Certificate, Management
Katharine Gibbs
Tom Marek, CPA's Fleet Capital Experience 1999 - 2000
Job Chief Financial Officer
Industry Education Management
Experience
Tricoci University of Beauty Culture 2014 - Present
Delta Career Education Corporation 2013 - 2014
Career Education Corporation 2012 - 2013
Career Education Corporation 2011 - 2012
Career Education Corporation 2009 - 2012
Career Education Corporation 2003 - 2009
Career Education Corporation 2002 - 2003
Career Education Corporation 2001 - 2002
Fleet Capital 1999 - 2000
PwC 1998 - 1999
Skills
Staff Development, Strategic Planning, Higher Education, Leadership Development, Team Building, Public Speaking, Budgets, Leadership, Mergers, Coaching, Adult Education, Forecasting, Acquisitions, Divestitures, International Business..., International, Full P&L Responsibility, Corporate Finance, Certified Public..., Business Strategy, Business Operations, General Management, Project Management, Mergers & Acquisitions, Admissions, P&L Management, Start-ups, Training, CPA, Executive Management, Auditing, Retaining Customers, Campus, Strategy, Management, Student Affairs, New Business Development, Enrollment Management, Organizational..., Resume Writing, Student Recruiting, Student Financial Aid, Accreditation
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), History
Tricoci University of Beauty Culture 2014 - Present
Delta Career Education Corporation 2013 - 2014
Career Education Corporation 2012 - 2013
Career Education Corporation 2011 - 2012
Career Education Corporation 2009 - 2012
Career Education Corporation 2003 - 2009
Career Education Corporation 2002 - 2003
Career Education Corporation 2001 - 2002
Fleet Capital 1999 - 2000
PwC 1998 - 1999
Skills
Staff Development, Strategic Planning, Higher Education, Leadership Development, Team Building, Public Speaking, Budgets, Leadership, Mergers, Coaching, Adult Education, Forecasting, Acquisitions, Divestitures, International Business..., International, Full P&L Responsibility, Corporate Finance, Certified Public..., Business Strategy, Business Operations, General Management, Project Management, Mergers & Acquisitions, Admissions, P&L Management, Start-ups, Training, CPA, Executive Management, Auditing, Retaining Customers, Campus, Strategy, Management, Student Affairs, New Business Development, Enrollment Management, Organizational..., Resume Writing, Student Recruiting, Student Financial Aid, Accreditation
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Accounting
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), History
Michael Brigante's Fleet Capital Experience May 1995 - March 2000
Job Senior Vice President Capital Markets at Nations Equipment Finance LLC
Industry Financial Services
Experience
Nations Equipment Finance LLC October 2011 - Present
Atel Capital Corporation June 2010 - August 2011
CIT Group, Inc. August 2005 - November 2008
GE Commercial Finance 2001 - 2005
Key Equipment Finance March 2000 - October 2001
Fleet Capital May 1995 - March 2000
Pitney Bowes Credit Corporation 1983 - 1995
Skills
Asset Based Lending, Finance, Portfolio Management, Capital Markets, Commercial Lending, Credit, Syndications, Credit Analysis, Loans, Due Diligence, Financial Structuring, Financial Analysis, Risk Management, Underwriting, Loan Origination, Structured Finance, Credit Risk, Banking, Investment Banking
Education
Sacred Heart University 1983 — 1985
Finance
Nations Equipment Finance LLC October 2011 - Present
Atel Capital Corporation June 2010 - August 2011
CIT Group, Inc. August 2005 - November 2008
GE Commercial Finance 2001 - 2005
Key Equipment Finance March 2000 - October 2001
Fleet Capital May 1995 - March 2000
Pitney Bowes Credit Corporation 1983 - 1995
Skills
Asset Based Lending, Finance, Portfolio Management, Capital Markets, Commercial Lending, Credit, Syndications, Credit Analysis, Loans, Due Diligence, Financial Structuring, Financial Analysis, Risk Management, Underwriting, Loan Origination, Structured Finance, Credit Risk, Banking, Investment Banking
Education
Sacred Heart University 1983 — 1985
Finance
Sandi Evans's Fleet Capital Experience September 1985 - April 2004
Job Senior Vice President/Portfolio Team Leader at US Bank
Industry Banking
Experience
US Bank June 2009 - Present
Bank of America April 2005 - April 2009
Fleet Capital September 1985 - April 2004
Skills
Asset Based Lending, Commercial Lending, Middle Market, Loans, Credit, Credit Analysis, Banking, Lines Of Credit, Underwriting, Financial Analysis, Portfolio Management, Due Diligence, Syndications, Finance, Commercial Banking, Debt Restructuring, Financial Modeling, Loan Origination
Education
Marquette University 1985 — 1989
MBA
Carroll University 1978 — 1982
Bachelor of Science, Accounting
US Bank June 2009 - Present
Bank of America April 2005 - April 2009
Fleet Capital September 1985 - April 2004
Skills
Asset Based Lending, Commercial Lending, Middle Market, Loans, Credit, Credit Analysis, Banking, Lines Of Credit, Underwriting, Financial Analysis, Portfolio Management, Due Diligence, Syndications, Finance, Commercial Banking, Debt Restructuring, Financial Modeling, Loan Origination
Education
Marquette University 1985 — 1989
MBA
Carroll University 1978 — 1982
Bachelor of Science, Accounting
Christine From's Fleet Capital Experience 2001 - 2002
Job Vice President, Credit Products Officer
Industry Financial Services
Experience
Bank of the West February 2015 - Present
Avant Advisory Group March 2014 - February 2015
California Bank & Trust 2009 - 2014
City National Bank 2006 - 2009
Guaranty Business Credit 2003 - 2006
Fleet Capital 2001 - 2002
Fleet Capital 2000 - 2001
Bank of America Business Capital 1994 - 1999
Bank of America 1992 - 1994
Skills
Loans, Commercial Lending, Finance, Strategy, Credit, Portfolio Management, Credit Analysis, Banking, Middle Market, Analysis, Auditing, Financial Risk, Cash Flow, Asset Based Lending, Due Diligence, Valuation, Underwriting, Management, Accounts Receivable, Accounting, Strategic Planning, Restructuring, Marketing
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA PM, Finance
CIRA
California State University-Los Angeles
BA, Art History, Business
Glendale High School
University of California, Riverside
MA, Art History
Bank of the West February 2015 - Present
Avant Advisory Group March 2014 - February 2015
California Bank & Trust 2009 - 2014
City National Bank 2006 - 2009
Guaranty Business Credit 2003 - 2006
Fleet Capital 2001 - 2002
Fleet Capital 2000 - 2001
Bank of America Business Capital 1994 - 1999
Bank of America 1992 - 1994
Skills
Loans, Commercial Lending, Finance, Strategy, Credit, Portfolio Management, Credit Analysis, Banking, Middle Market, Analysis, Auditing, Financial Risk, Cash Flow, Asset Based Lending, Due Diligence, Valuation, Underwriting, Management, Accounts Receivable, Accounting, Strategic Planning, Restructuring, Marketing
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA PM, Finance
CIRA
California State University-Los Angeles
BA, Art History, Business
Glendale High School
University of California, Riverside
MA, Art History
Christopher Condon's Fleet Capital Experience 1994 - 1998
Job Director of Equipment Management at BTMU Capital Leasing and Finance
Industry Machinery
Experience
BTMU Capital Leasing and Finance May 2012 - Present
Dover Management Group, Inc. 2002 - Present
Guaranty Capital Corporation 1998 - 2002
Fleet Capital 1994 - 1998
Banc Boston Leasing 1990 - 1994
Skills
Valuation, Portfolio Management, Asset Management, Financial Analysis, Financial Risk, Asset Managment, Strategy, Financial Modeling, Leases, Management, Finance, Appraisals, Contract Negotiation, Due Diligence, Business Strategy, Financial Structuring, Asset, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Management Information Systems
Stonehill College 1985 — 1987
BS, Business Administration & Information Systems
BTMU Capital Leasing and Finance May 2012 - Present
Dover Management Group, Inc. 2002 - Present
Guaranty Capital Corporation 1998 - 2002
Fleet Capital 1994 - 1998
Banc Boston Leasing 1990 - 1994
Skills
Valuation, Portfolio Management, Asset Management, Financial Analysis, Financial Risk, Asset Managment, Strategy, Financial Modeling, Leases, Management, Finance, Appraisals, Contract Negotiation, Due Diligence, Business Strategy, Financial Structuring, Asset, Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Management Information Systems
Stonehill College 1985 — 1987
BS, Business Administration & Information Systems
Lisa DeSantis Adams's Fleet Capital Experience 1997 - 2001
Job Senior Vice President at NewStar Business Credit
Industry Banking
Experience
NewStar Business Credit November 2011 - Present
Wachovia Capital Finance/Wells Fargo Capital Finance March 2008 - October 2010
Merrill Lynch Capital Healthcare Finance March 2005 - March 2008
Harris Nesbitt 2001 - 2005
Fleet Capital 1997 - 2001
Tri City National Bank 1990 - 1992
Skills
Middle Market, Capital Markets, Investment Banking, Private Equity, Asset Based Lending
Education
University of California, Los Angeles 1985 — 1989
BS, English/Business
PSHS
NewStar Business Credit November 2011 - Present
Wachovia Capital Finance/Wells Fargo Capital Finance March 2008 - October 2010
Merrill Lynch Capital Healthcare Finance March 2005 - March 2008
Harris Nesbitt 2001 - 2005
Fleet Capital 1997 - 2001
Tri City National Bank 1990 - 1992
Skills
Middle Market, Capital Markets, Investment Banking, Private Equity, Asset Based Lending
Education
University of California, Los Angeles 1985 — 1989
BS, English/Business
PSHS
Ed Kammerer's Fleet Capital Experience 1995 - 2000
Job Partner at Hinckley Allen & Snyder
Industry Law Practice
Experience
Hinckley Allen & Snyder April 2008 - Present
Edwards Angell Palmer & Dodge LLP 2000 - 2008
Fleet Capital 1995 - 2000
MetLife Capital Corporation 1985 - 1993
Skills
Business Aviation, Aircraft Finance, Equipment Finance, Aviation, Aircraft, Strategy, Aviation Law, Structured Finance, Commercial Aviation, Contract Negotiation, Airports, Flights, Finance, Business Planning, Tax Law, Negotiation, Charter
Education
St John's University School of Law 1977 — 1980
Doctor of Law (J.D.)
Providence College 1973 — 1977
Bachelor of Arts (B.A.), Political Science
Hinckley Allen & Snyder April 2008 - Present
Edwards Angell Palmer & Dodge LLP 2000 - 2008
Fleet Capital 1995 - 2000
MetLife Capital Corporation 1985 - 1993
Skills
Business Aviation, Aircraft Finance, Equipment Finance, Aviation, Aircraft, Strategy, Aviation Law, Structured Finance, Commercial Aviation, Contract Negotiation, Airports, Flights, Finance, Business Planning, Tax Law, Negotiation, Charter
Education
St John's University School of Law 1977 — 1980
Doctor of Law (J.D.)
Providence College 1973 — 1977
Bachelor of Arts (B.A.), Political Science
Richard Bochicchio's Fleet Capital Experience October 1994 - October 2003
Job Managing Director at TD
Industry Financial Services
Experience
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
TD Bank- Asset Based Lending February 2015 - Present
Sterling National Bank July 2013 - January 2015
AloStar Business Credit October 2011 - June 2013
Seaward Partners, LLC April 2009 - October 2011
Crystal Capital April 2006 - March 2009
Back Bay Capital October 2003 - April 2006
Fleet Capital October 1994 - October 2003
Bank of Boston October 1990 - October 1994
The Chase Manhattan Bank January 1980 - October 1990
Skills
Asset Based Lending, Debt Restructuring, Working Capital..., Recapitalizations, Acquisitions, Private Equity, Middle Market, Leveraged Finance, Mergers, Corporate Finance, Restructuring, LBO, Commercial Lending, Factoring, Due Diligence, Mergers & Acquisitions, Private Placements, Capital Markets, Investment Banking, Financial Analysis, Capital, Mezzanine, Financial Structuring, Financial Modeling, Finance, Portfolio Management, Structured Finance, Valuation, Growth Capital, Credit Analysis
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Economics
Beth Pollock's Fleet Capital Experience March 1999 - March 2004
Job Program Manager at Bank of America
Industry Banking
Experience
Banc of America Leasing April 2004 - Present
Fleet Capital March 1999 - March 2004
Sanwa Business Credit Corporation June 1985 - January 1999
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MBA, Finance & Accounting
Augustana College 1979 — 1983
BA, Business & Public Administration
Banc of America Leasing April 2004 - Present
Fleet Capital March 1999 - March 2004
Sanwa Business Credit Corporation June 1985 - January 1999
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MBA, Finance & Accounting
Augustana College 1979 — 1983
BA, Business & Public Administration
Barry Fein's Fleet Capital Experience 1997 - 1999
Job Senior Vice President at Capital One Business Credit Corp.
Industry Banking
Experience
Capital One Business Credit Corp. April 2004 - Present
Transamerica Business Capital Corp. September 1999 - April 2004
Fleet Capital 1997 - 1999
Nippon Credit Bank 1986 - 1997
Skills
Loans, Finance, Middle Market, Structured Finance, Mergers & Acquisitions, Syndications, Leveraged Finance, Corporate Finance, Asset Based Lending, Credit, Strategy, Acquisitions, Underwriting, Equities
Education
Iona College 1989 — 1991
Master of Business Administration in Financial Management
Miami University 1982 — 1986
BS, Finance
Capital One Business Credit Corp. April 2004 - Present
Transamerica Business Capital Corp. September 1999 - April 2004
Fleet Capital 1997 - 1999
Nippon Credit Bank 1986 - 1997
Skills
Loans, Finance, Middle Market, Structured Finance, Mergers & Acquisitions, Syndications, Leveraged Finance, Corporate Finance, Asset Based Lending, Credit, Strategy, Acquisitions, Underwriting, Equities
Education
Iona College 1989 — 1991
Master of Business Administration in Financial Management
Miami University 1982 — 1986
BS, Finance
George Yurashus's Fleet Capital Experience April 1993 - October 1997
Job VP Regional Sales Mansger
Industry Financial Services
Experience
First Midwest Bank June 2015 - Present
Bank of the West February 2005 - June 2015
Fleet Capital April 1993 - October 1997
GE Capital 1987 - 1993
Skills
Credit, Credit Analysis, Loans, Commercial Lending, New Business Development, Customer Service, Sales, Negotiation, Management, Financial Analysis, Contract Negotiation, Sales Management, Business Development
Education
Bryant University 1974 — 1978
BS, Business Administration
Canterbury 1970 — 1974
First Midwest Bank June 2015 - Present
Bank of the West February 2005 - June 2015
Fleet Capital April 1993 - October 1997
GE Capital 1987 - 1993
Skills
Credit, Credit Analysis, Loans, Commercial Lending, New Business Development, Customer Service, Sales, Negotiation, Management, Financial Analysis, Contract Negotiation, Sales Management, Business Development
Education
Bryant University 1974 — 1978
BS, Business Administration
Canterbury 1970 — 1974
Rich Ginel's Fleet Capital Experience 1999 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
The Parke at Centerville November 2011 - Present
Bank of America 2004 - 2009
Bank of America Business Capital 2004 - 2009
Fleet Capital 1999 - 2004
Skills
Finance
Education
Queens College 1971 — 1976
B. A., Mathematics
The Parke at Centerville November 2011 - Present
Bank of America 2004 - 2009
Bank of America Business Capital 2004 - 2009
Fleet Capital 1999 - 2004
Skills
Finance
Education
Queens College 1971 — 1976
B. A., Mathematics
bryan corsini's Fleet Capital Experience August 1986 - May 2000
Job President of Credit Administration at CapitalSource
Industry Financial Services
Experience
CapitalSource President of Credit AdministrationCapitalSourceMay 2000 - Present
Fleet Capital August 1986 - May 2000
Education
Providence College 1979 — 1983
BS, Accounting
CapitalSource President of Credit AdministrationCapitalSourceMay 2000 - Present
Fleet Capital August 1986 - May 2000
Education
Providence College 1979 — 1983
BS, Accounting
Jennifer Dunleavy's Fleet Capital Experience 1997 - 1998
Job Senior Vice President for Business and Operations at Accreditation Council for Continuing Medical Education
Industry Education Management
Experience
Accreditation Council for Continuing Medical Education (ACCME) 2006 - Present
Accreditation Council for Continuing Medical Education (ACCME) 1998 - 2006
Fleet Capital 1997 - 1998
ABN AMRO Bank N.V. 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Accreditation, Operations Management, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MSA, Accounting
Northwestern University
BSEd, Human Development and Social Policy
Accreditation Council for Continuing Medical Education (ACCME) 2006 - Present
Accreditation Council for Continuing Medical Education (ACCME) 1998 - 2006
Fleet Capital 1997 - 1998
ABN AMRO Bank N.V. 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Accreditation, Operations Management, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MSA, Accounting
Northwestern University
BSEd, Human Development and Social Policy
Patrick Brocker's Fleet Capital Experience 1997 - 1998
Job Senior Managing Director at PeapackGladstone Bank Private Banking since 1921
Industry Banking
Experience
Peapack-Gladstone Bank Private Banking since 1921 April 2015 - Present
BNB Hana Bank US January 2014 - April 2015
AmSouth Capital 2001 - 2006
AmSouth Capital 1998 - 2001
Fleet Capital 1997 - 1998
National Westminster Bank 1992 - 1996
National Westminster Bank USA 1990 - 1992
National Westminster Bank USA 1987 - 1990
Skills
Asset Based Lending, Leveraged Lending, Commercial Lending, Portfolio Managment, Credit, Commercial Real Estate, Workout, Underwriting, Planning Budgeting &..., Start-ups, Management
Education
Marquette University 1974 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Peapack-Gladstone Bank Private Banking since 1921 April 2015 - Present
BNB Hana Bank US January 2014 - April 2015
AmSouth Capital 2001 - 2006
AmSouth Capital 1998 - 2001
Fleet Capital 1997 - 1998
National Westminster Bank 1992 - 1996
National Westminster Bank USA 1990 - 1992
National Westminster Bank USA 1987 - 1990
Skills
Asset Based Lending, Leveraged Lending, Commercial Lending, Portfolio Managment, Credit, Commercial Real Estate, Workout, Underwriting, Planning Budgeting &..., Start-ups, Management
Education
Marquette University 1974 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Steve Siguenza, CPA, CIA's Fleet Capital Experience 1999 - 2000
Job Manufacturing and Operations Finance/Accounting Professional at Spectrum Brands HHI
Industry Consumer Goods
Experience
Spectrum Brands Hardware and Home Improvement Group December 2012 - Present
Stanley Black & Decker, Inc. October 2011 - December 2012
Stanley Black & Decker , Inc. March 2010 - October 2011
Black & Decker HHI 2008 - 2010
Black & Decker HHI 2007 - 2008
Black & Decker HHI 2005 - 2007
Black & Decker 2003 - 2005
Akzo Nobel Inc. 2002 - 2003
Lincoln Electric 2000 - 2002
Fleet Capital 1999 - 2000
Skills
MFG Finance/Accounting, CPA, CIA, Internal Audit, Hyperion Enterprise, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Financial Analysis, Variance Analysis, Finance, Financial Reporting, Managerial Finance, Cost Accounting, General Ledger, GAAP, US GAAP
Education
University of Southern California 1993 — 1995
BS, Accounting
Spectrum Brands Hardware and Home Improvement Group December 2012 - Present
Stanley Black & Decker, Inc. October 2011 - December 2012
Stanley Black & Decker , Inc. March 2010 - October 2011
Black & Decker HHI 2008 - 2010
Black & Decker HHI 2007 - 2008
Black & Decker HHI 2005 - 2007
Black & Decker 2003 - 2005
Akzo Nobel Inc. 2002 - 2003
Lincoln Electric 2000 - 2002
Fleet Capital 1999 - 2000
Skills
MFG Finance/Accounting, CPA, CIA, Internal Audit, Hyperion Enterprise, Forecasting, Accounting, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Financial Analysis, Variance Analysis, Finance, Financial Reporting, Managerial Finance, Cost Accounting, General Ledger, GAAP, US GAAP
Education
University of Southern California 1993 — 1995
BS, Accounting
Louise Montville's Fleet Capital Experience April 1998 - October 2002
Job Marketing
Industry Banking
Experience
PNC Business Credit February 2011 - Present
PNC Business Credit October 2002 - February 2011
Fleet Capital April 1998 - October 2002
Skills
Team Building, Risk Management, Microsoft Office, Marketing, Strategic Planning, Banking, Customer Service, Financial Analysis
Education
Clark University 1987 — 1991
BA, International Relations and Affairs
St. Augustine's College, Nassau, Bahamas
PNC Business Credit February 2011 - Present
PNC Business Credit October 2002 - February 2011
Fleet Capital April 1998 - October 2002
Skills
Team Building, Risk Management, Microsoft Office, Marketing, Strategic Planning, Banking, Customer Service, Financial Analysis
Education
Clark University 1987 — 1991
BA, International Relations and Affairs
St. Augustine's College, Nassau, Bahamas
Adekunbi Ajayi. B.Sc, MBA's Fleet Capital Experience April 1998 - December 2001
Job Office Manager at Jinix Staffing
Industry Investment Management
Experience
Jinix Staffing December 2009 - Present
Wellington Management May 2006 - December 2009
JP Morgan Chase 2004 - 2006
JP Morgan Chase December 2002 - October 2004
Fleet Capital April 1998 - December 2001
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Corporate Actions, Fixed Income, Equities, Fund Of Funds, Financial Analysis, Derivatives, Securities, Alternative Investments, Investments, Asset Managment, Bloomberg Terminal, Valuation, Swaps, Global Custody
Education
University of Phoenix 2007 — 2010
MBA, Management
Pine Manor College 1998 — 2001
B.Sc, Business Adminstration
RCC
Jinix Staffing December 2009 - Present
Wellington Management May 2006 - December 2009
JP Morgan Chase 2004 - 2006
JP Morgan Chase December 2002 - October 2004
Fleet Capital April 1998 - December 2001
Skills
Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Corporate Actions, Fixed Income, Equities, Fund Of Funds, Financial Analysis, Derivatives, Securities, Alternative Investments, Investments, Asset Managment, Bloomberg Terminal, Valuation, Swaps, Global Custody
Education
University of Phoenix 2007 — 2010
MBA, Management
Pine Manor College 1998 — 2001
B.Sc, Business Adminstration
RCC
Greg May's Fleet Capital Experience June 1996 - June 2000
Job Senior Vice President Supply Chain Management at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines September 2014 - Present
Delta Air Lines March 2014 - September 2014
Q Aviation September 2003 - January 2014
Northwest Airlines June 2000 - August 2003
Fleet Capital June 1996 - June 2000
United Airlines November 1978 - June 1996
Skills
Commercial Aviation, Aircraft Leasing, Aviation Industry, Aircraft Management, Aviation, Aircraft Maintenance, Aircraft, Airlines, Airworthiness, Flights, Aerospace, Avionics, Flight Safety, Maintenance & Repair, Analysis, Operations Management, Private Pilot, Overhaul, Contract Negotiation, Program Management
Education
University of Chicago 1994 — 1996
Masters, Business Administration
Arizona State University 1983 — 1986
Bachelor of Science, Aerospace Engineering
Delta Air Lines September 2014 - Present
Delta Air Lines March 2014 - September 2014
Q Aviation September 2003 - January 2014
Northwest Airlines June 2000 - August 2003
Fleet Capital June 1996 - June 2000
United Airlines November 1978 - June 1996
Skills
Commercial Aviation, Aircraft Leasing, Aviation Industry, Aircraft Management, Aviation, Aircraft Maintenance, Aircraft, Airlines, Airworthiness, Flights, Aerospace, Avionics, Flight Safety, Maintenance & Repair, Analysis, Operations Management, Private Pilot, Overhaul, Contract Negotiation, Program Management
Education
University of Chicago 1994 — 1996
Masters, Business Administration
Arizona State University 1983 — 1986
Bachelor of Science, Aerospace Engineering
Victor DelBon's Fleet Capital Experience January 2000 - February 2003
Job Senior Vice President Senior Underwriting OfficerNational
Industry Financial Services
Experience
CapitalSouce Business Finance A Division of Pacific Western Bank August 2014 - Present
CapitalSource A Division of Pacific Western Bank September 2006 - August 2014
Bank of America Business Capital March 2003 - April 2006
Fleet Capital January 2000 - February 2003
Fleet Capital January 1995 - January 2000
Skills
Underwriting ABL..., Managing and Mentoring..., Managing and Mentoring..., Credit, Funding, Underwriting, AML, Loans, Finance, Private Equity, Credit Analysis, Management, Cash Flow, Risk Assessment, Executive Management, Branch Banking, Tax, Asset Based Lending, Portfolio Management
Education
Central Connecticut State University 1981 — 1983
Bachelor of Science (BS), Accounting
CapitalSouce Business Finance A Division of Pacific Western Bank August 2014 - Present
CapitalSource A Division of Pacific Western Bank September 2006 - August 2014
Bank of America Business Capital March 2003 - April 2006
Fleet Capital January 2000 - February 2003
Fleet Capital January 1995 - January 2000
Skills
Underwriting ABL..., Managing and Mentoring..., Managing and Mentoring..., Credit, Funding, Underwriting, AML, Loans, Finance, Private Equity, Credit Analysis, Management, Cash Flow, Risk Assessment, Executive Management, Branch Banking, Tax, Asset Based Lending, Portfolio Management
Education
Central Connecticut State University 1981 — 1983
Bachelor of Science (BS), Accounting
John Pors's Fleet Capital Experience June 1997 - June 2003
Job Sr. Credit Analyst / Vice President at RBS Citizens Financial Group
Industry Banking
Experience
RBS Citizens Financial Group May 2004 - Present
Fleet Capital June 1997 - June 2003
Merrill Lynch Business Capital June 1993 - June 1996
Education
Ripon College 1983 — 1987
Business Administration and Management, General
RBS Citizens Financial Group May 2004 - Present
Fleet Capital June 1997 - June 2003
Merrill Lynch Business Capital June 1993 - June 1996
Education
Ripon College 1983 — 1987
Business Administration and Management, General
Peter Provenzale's Fleet Capital Experience June 1996 - August 2001
Job VP at Investors Bank
Industry Banking
Experience
Investors Bank November 2013 - Present
Capital Business Credit April 2012 - April 2013
Wachovia, A Wells Fargo Company August 2001 - April 2012
Fleet Capital June 1996 - August 2001
CIT June 1972 - June 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Lending, Loan Origination, Consumer Lending, Portfolio Management, Credit Risk, Mortgage Banking, Lines Of Credit, Cross Selling, Risk Management, Cash Management, Refinance, Residential Mortgages
Education
St. Francis College 1966 — 1970
BA, Economics
Investors Bank November 2013 - Present
Capital Business Credit April 2012 - April 2013
Wachovia, A Wells Fargo Company August 2001 - April 2012
Fleet Capital June 1996 - August 2001
CIT June 1972 - June 1996
Skills
Commercial Lending, Loans, Banking, Commercial Banking, Credit, Small Business Lending, Retail Banking, Credit Analysis, Mortgage Lending, Loan Origination, Consumer Lending, Portfolio Management, Credit Risk, Mortgage Banking, Lines Of Credit, Cross Selling, Risk Management, Cash Management, Refinance, Residential Mortgages
Education
St. Francis College 1966 — 1970
BA, Economics
John DiCosimo's Fleet Capital Experience November 1986 - March 2003
Job Credit Review Anaylst at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. March 2003 - Present
Fleet Capital November 1986 - March 2003
Skills
Leadership, Financial Analysis, Banking, Credit Analysis, Commercial Banking, Financial Risk, Commercial Lending, Portfolio Management, Risk Management
Education
Central Connecticut State University 1979 — 1984
Bachelor's degree, Business Administration and Management, General
Citizens Financial Group, Inc. March 2003 - Present
Fleet Capital November 1986 - March 2003
Skills
Leadership, Financial Analysis, Banking, Credit Analysis, Commercial Banking, Financial Risk, Commercial Lending, Portfolio Management, Risk Management
Education
Central Connecticut State University 1979 — 1984
Bachelor's degree, Business Administration and Management, General
Myron Domareck's Fleet Capital Experience June 1993 - January 2003
Job Sales at BankUnited
Industry Banking
Experience
BankUnited August 2013 - Present
SunTrust Equipment Finance April 2004 - March 2013
Fleet Capital June 1993 - January 2003
Education
Thunderbird School of Global Management 1973 — 1974
Masters in International Management
BankUnited August 2013 - Present
SunTrust Equipment Finance April 2004 - March 2013
Fleet Capital June 1993 - January 2003
Education
Thunderbird School of Global Management 1973 — 1974
Masters in International Management