Fleet Capital Corporation
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Fleet Capital Corporation Employees
Employee
Years
Job
Industry
Alberto Casasus Alberto Casasus's Fleet Capital Corporation Experience 1991 - 2001
Job Senior Vice President / Team Leader at PNC Business Credit
Industry Banking
Experience
PNC Business Credit February 2012 - Present
PNC Business Credit July 2008 - February 2012
Centenary College 2001 - 2011
IDB Bank 2006 - 2008
Lakeland Bank 2006 - 2006
Commerce Bank 2001 - 2006
US Army / New Jersey Army National Guard September 1986 - September 2002
Fleet Capital Corporation 1991 - 2001
Skills
Asset Based Lending, Middle Market Lending, Business Credit, Commercial Banking, Corporate Finance, Commercial Credit..., Loans, Financial Risk, Small Business Lending, Structured Finance, Underwriting, Leadership, Credit Risk, Portfolio Management, Financial Services, Commercial Lending, Risk Management, Credit, Business, Mergers & Acquisitions, Management, Funding, Cash Management, Financial Structuring, Training, Credit Analysis, Banking, Financial Modeling, Financial Analysis, Cash Flow, Finance, Capital Markets, Due Diligence, Private Equity, Restructuring, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School
Executive Education, Certificate in Leadership
Fairleigh Dickinson University 1995 — 2000
MA, Financial Economics
New Jersey City University
BS, Accounting
Rutgers, The State University of New Jersey-New Brunswick
BA, Philosophy & Economics
Memorial High School 1982 — 1986
PNC Business Credit February 2012 - Present
PNC Business Credit July 2008 - February 2012
Centenary College 2001 - 2011
IDB Bank 2006 - 2008
Lakeland Bank 2006 - 2006
Commerce Bank 2001 - 2006
US Army / New Jersey Army National Guard September 1986 - September 2002
Fleet Capital Corporation 1991 - 2001
Skills
Asset Based Lending, Middle Market Lending, Business Credit, Commercial Banking, Corporate Finance, Commercial Credit..., Loans, Financial Risk, Small Business Lending, Structured Finance, Underwriting, Leadership, Credit Risk, Portfolio Management, Financial Services, Commercial Lending, Risk Management, Credit, Business, Mergers & Acquisitions, Management, Funding, Cash Management, Financial Structuring, Training, Credit Analysis, Banking, Financial Modeling, Financial Analysis, Cash Flow, Finance, Capital Markets, Due Diligence, Private Equity, Restructuring, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School
Executive Education, Certificate in Leadership
Fairleigh Dickinson University 1995 — 2000
MA, Financial Economics
New Jersey City University
BS, Accounting
Rutgers, The State University of New Jersey-New Brunswick
BA, Philosophy & Economics
Memorial High School 1982 — 1986
Ann Henne Ann Henne's Fleet Capital Corporation Experience 2000 - 2002
Job Inventory & Facilities Manager at Connecticut Business Systems
Industry Business Supplies and Equipment
Experience
Connecticut Business Systems February 2003 - Present
Fleet Capital Corporation 2000 - 2002
Casual Corner 1997 - 2000
Venture Stores 1996 - 1997
Lechmere 1994 - 1996
Skills
Contract Negotiation, Management, Customer Service, Cross-functional Team..., Highly detail oriented, Organization, Self-starter, Reliability, Project Coordination, Multi Tasking, Consistency, Analytics, Retail Buying, Retail Financial...
Education
Paier College of Art Inc 1981 — 1983
Associates of Fine Arts, Commercial Photography
Center for Culinary Arts
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
Connecticut Business Systems February 2003 - Present
Fleet Capital Corporation 2000 - 2002
Casual Corner 1997 - 2000
Venture Stores 1996 - 1997
Lechmere 1994 - 1996
Skills
Contract Negotiation, Management, Customer Service, Cross-functional Team..., Highly detail oriented, Organization, Self-starter, Reliability, Project Coordination, Multi Tasking, Consistency, Analytics, Retail Buying, Retail Financial...
Education
Paier College of Art Inc 1981 — 1983
Associates of Fine Arts, Commercial Photography
Center for Culinary Arts
Certificate, Baking and Pastry Arts/Baker/Pastry Chef
Charles Soutar Charles Soutar's Fleet Capital Corporation Experience 2000 - 2004
Job Middle Market | Commercial Finance | Corporate Banking | Underwriting | Credit Risk | ABL | Portfolio Management
Industry Financial Services
Experience
CIT Corporate Finance Commercial & Industrial Group 2005 - Present
Fleet Capital Corporation 2000 - 2004
GMAC Commercial Credit LLC 1994 - 2000
Heller Financial, Inc Corporate Finance Group 1987 - 1994
Skills
Underwriting, Portfolio Management, Capital Markets, Credit Analysis, Corporate Finance, Asset Based Lending, Credit, Loans, Financial Modeling, Restructuring, Cash Flow, Finance, Financial Analysis, Management, Due Diligence
Education
Purdue University 1985 — 1987
MS Master of Science, Management
Villanova University 1981 — 1985
BS Bachelor of Science, Economics
CIT Corporate Finance Commercial & Industrial Group 2005 - Present
Fleet Capital Corporation 2000 - 2004
GMAC Commercial Credit LLC 1994 - 2000
Heller Financial, Inc Corporate Finance Group 1987 - 1994
Skills
Underwriting, Portfolio Management, Capital Markets, Credit Analysis, Corporate Finance, Asset Based Lending, Credit, Loans, Financial Modeling, Restructuring, Cash Flow, Finance, Financial Analysis, Management, Due Diligence
Education
Purdue University 1985 — 1987
MS Master of Science, Management
Villanova University 1981 — 1985
BS Bachelor of Science, Economics
Lisa Evora's Fleet Capital Corporation Experience August 1992 - February 2005
Job Vice President/Senior Paralegal at Bank of America
Industry Banking
Experience
Bank of America February 2005 - Present
Fleet Capital Corporation August 1992 - February 2005
Skills
Project Management, Credit Analysis, Mergers & Acquisitions, Loans, Finance, Leadership, Risk Management, Banking, Commercial Lending, Credit, Due Diligence, Training, Capital Markets, Financial Analysis, Financial Services, Portfolio Management, Structured Finance
Education
Providence College 1999 — 2004
B.S., Business Administration
Providence College
Certificate, Accounting
Bank of America February 2005 - Present
Fleet Capital Corporation August 1992 - February 2005
Skills
Project Management, Credit Analysis, Mergers & Acquisitions, Loans, Finance, Leadership, Risk Management, Banking, Commercial Lending, Credit, Due Diligence, Training, Capital Markets, Financial Analysis, Financial Services, Portfolio Management, Structured Finance
Education
Providence College 1999 — 2004
B.S., Business Administration
Providence College
Certificate, Accounting
Philip Margolis, APR Philip Margolis, APR's Fleet Capital Corporation Experience 2000 - 2002
Job Principal at PKM Communications, LLC
Industry Financial Services
Experience
Voya Financial (Formerly ING U.S.) 2011 - 2014
ING U.S. 2002 - 2011
Fleet Capital Corporation 2000 - 2002
BankBoston (FleetBoston Corporation) 1992 - 1999
BankBoston January 1991 - July 1992
Hospital Trust 1988 - 1990
Skills
Media Relations, Issues Managment, Corporate Communications, Social Media, Multicultural, Sponsorship, Communication Skills, Internal Communications, Teamwork, Team Leadership, Spokesperson, Public Relations, Highly detail oriented, Financial Services, Strategic Planning
Education
American University 1983 — 1987
Communications
Voya Financial (Formerly ING U.S.) 2011 - 2014
ING U.S. 2002 - 2011
Fleet Capital Corporation 2000 - 2002
BankBoston (FleetBoston Corporation) 1992 - 1999
BankBoston January 1991 - July 1992
Hospital Trust 1988 - 1990
Skills
Media Relations, Issues Managment, Corporate Communications, Social Media, Multicultural, Sponsorship, Communication Skills, Internal Communications, Teamwork, Team Leadership, Spokesperson, Public Relations, Highly detail oriented, Financial Services, Strategic Planning
Education
American University 1983 — 1987
Communications
Stefne Lynch Stefne Lynch's Fleet Capital Corporation Experience December 2002 - December 2003
Job
Industry Insurance
Experience
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group October 2011 - December 2013
MassMutual Financial Group, US Insurance Group March 2010 - October 2011
MassMutual Financial Group, US Insurance Group January 2008 - March 2010
MassMutual Financial Group February 2006 - January 2008
MassMutual Financial Group December 2003 - January 2006
Fleet Capital Corporation December 2002 - December 2003
Solomon Smith Barney October 2000 - December 2002
Prudential Securities November 1999 - October 2000
Skills
Retirement, Mutual Funds, Strategic Financial..., Series 63, Fixed Annuities, Resource Management, Estate Planning, Financial Advisory, Portfolio Management, Equities, Variable Annuities, Relationship Management, Program Management, Retirement Planning, Finance, Management, 401k, Sales, Insurance, Business Planning, Series 7
Education
Smith College 1994 — 1998
Bachelor of Arts (BA)
The Academy of St Joseph 1990 — 1994
MassMutual Financial Group December 2013 - Present
MassMutual Financial Group October 2011 - December 2013
MassMutual Financial Group, US Insurance Group March 2010 - October 2011
MassMutual Financial Group, US Insurance Group January 2008 - March 2010
MassMutual Financial Group February 2006 - January 2008
MassMutual Financial Group December 2003 - January 2006
Fleet Capital Corporation December 2002 - December 2003
Solomon Smith Barney October 2000 - December 2002
Prudential Securities November 1999 - October 2000
Skills
Retirement, Mutual Funds, Strategic Financial..., Series 63, Fixed Annuities, Resource Management, Estate Planning, Financial Advisory, Portfolio Management, Equities, Variable Annuities, Relationship Management, Program Management, Retirement Planning, Finance, Management, 401k, Sales, Insurance, Business Planning, Series 7
Education
Smith College 1994 — 1998
Bachelor of Arts (BA)
The Academy of St Joseph 1990 — 1994
Chris Wolf's Fleet Capital Corporation Experience February 2000 - March 2003
Job Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America Merrill Lynch November 2007 - December 2010
LaSalle Bank September 2006 - October 2007
Bank of America Business Capital April 2003 - August 2006
Fleet Capital Corporation February 2000 - March 2003
Fleet Capital Corporation September 1998 - January 2000
Ernst & Young October 1995 - August 1998
Skills
Asset Based Lending, Commercial Banking, Underwriting, Credit Analysis, Portfolio Management, Cross Selling, New Business Development, Debt Structuring, Relationship Management, Banking, Finance, Loans, Due Diligence, Credit, Restructuring, Debt Restructuring, Private Equity, Business Development
Education
University of Notre Dame 1991 — 1995
BBA, Accounting
BMO Harris Bank July 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America Merrill Lynch November 2007 - December 2010
LaSalle Bank September 2006 - October 2007
Bank of America Business Capital April 2003 - August 2006
Fleet Capital Corporation February 2000 - March 2003
Fleet Capital Corporation September 1998 - January 2000
Ernst & Young October 1995 - August 1998
Skills
Asset Based Lending, Commercial Banking, Underwriting, Credit Analysis, Portfolio Management, Cross Selling, New Business Development, Debt Structuring, Relationship Management, Banking, Finance, Loans, Due Diligence, Credit, Restructuring, Debt Restructuring, Private Equity, Business Development
Education
University of Notre Dame 1991 — 1995
BBA, Accounting
Joe Barone Joe Barone's Fleet Capital Corporation Experience November 1991 - January 2004
Job Helping individuals and small business owners realize their dreams for Income, Lifestyle, Wealth and Equity.
Industry Financial Services
Experience
The Entrepreneur's Source March 2012 - Present
Bank of America January 2004 - November 2011
Fleet Capital Corporation November 1991 - January 2004
Lazere Financial Corporation 1974 - 1987
Skills
Asset Based Lending, Leasing, Six Sigma, Commercial Lending, Software Project..., Operational Risk..., Factoring, Web Applications, Information Management, Information Security..., Financials, Strategic Leadership, Cross-functional Team..., Virtual Teams, Letters Of Credit, Suppy Chain Financing, Accounts Receivable..., Inventory Financing, New Business Development, Loan Servicing, Client Administration, Technology Development, Technology Integration, Technology..., Vendor Management, Software Implementation, Loan Operations, Stucky Loan System, Cash Management, Performance Metrics, Business Metrics, Commercial Finance, Equipment Leasing, Asset Finance, Technology Executive, Risk, Loans, Budgeting, Banking, Portfolio Management, Risk Management, Franchise Consulting, Coaching, Business Acquisition, Employment Counseling, Entrepreneurship, Entrepreneur, Opportunity Assessments, self-employment..., Budgets
Education
Pace University-New York 1967 — 1971
BBS, Accounting, Computer Science
The Entrepreneur's Source March 2012 - Present
Bank of America January 2004 - November 2011
Fleet Capital Corporation November 1991 - January 2004
Lazere Financial Corporation 1974 - 1987
Skills
Asset Based Lending, Leasing, Six Sigma, Commercial Lending, Software Project..., Operational Risk..., Factoring, Web Applications, Information Management, Information Security..., Financials, Strategic Leadership, Cross-functional Team..., Virtual Teams, Letters Of Credit, Suppy Chain Financing, Accounts Receivable..., Inventory Financing, New Business Development, Loan Servicing, Client Administration, Technology Development, Technology Integration, Technology..., Vendor Management, Software Implementation, Loan Operations, Stucky Loan System, Cash Management, Performance Metrics, Business Metrics, Commercial Finance, Equipment Leasing, Asset Finance, Technology Executive, Risk, Loans, Budgeting, Banking, Portfolio Management, Risk Management, Franchise Consulting, Coaching, Business Acquisition, Employment Counseling, Entrepreneurship, Entrepreneur, Opportunity Assessments, self-employment..., Budgets
Education
Pace University-New York 1967 — 1971
BBS, Accounting, Computer Science
Elizabeth Reno Elizabeth Reno's Fleet Capital Corporation Experience January 1998 - January 1999
Job Managing Director US Financial Services Performance Leader
Industry Financial Services
Experience
KPMG US December 2008 - Present
Vineyard Bank 2005 - 2006
KPMG March 2001 - June 2005
Fleet Capital Corporation January 1998 - January 1999
Sumitomo Bank of California 1994 - 1998
Skills
Accounting, Management, Banking, Financial Services, Strategic Planning, Business Development, Mergers & Acquisitions, Investment Banking, Cash Management, Due Diligence, Restructuring, Sales, Finance, Corporate Finance, Business Strategy, Private Equity, Valuation
Education
University of Bridgeport 1985 — 1986
Business Administration
Loyola Marymount University 1979 — 1983
BA, LIberal Arts
KPMG US December 2008 - Present
Vineyard Bank 2005 - 2006
KPMG March 2001 - June 2005
Fleet Capital Corporation January 1998 - January 1999
Sumitomo Bank of California 1994 - 1998
Skills
Accounting, Management, Banking, Financial Services, Strategic Planning, Business Development, Mergers & Acquisitions, Investment Banking, Cash Management, Due Diligence, Restructuring, Sales, Finance, Corporate Finance, Business Strategy, Private Equity, Valuation
Education
University of Bridgeport 1985 — 1986
Business Administration
Loyola Marymount University 1979 — 1983
BA, LIberal Arts
Roshaun Fields Roshaun Fields's Fleet Capital Corporation Experience December 1995 - November 1999
Job Virtual Assistant | Owner at Fields Virtual Solutions
Industry Retail
Experience
Fields Virtual Solutions January 2015 - Present
Vellisbooks PR Service October 2013 - Present
Beautiful Bundles Of Joy January 2013 - Present
LiveOps October 2010 - February 2013
Creative Seeds LLC May 2008 - June 2010
Fleet Capital Corporation December 1995 - November 1999
Sheldon Hodes & Associates May 1989 - December 1995
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Email Marketing, Facebook, Microsoft Excel, Sales, Coaching, Event Management
Education
Robert Morris University - Illinois
Fields Virtual Solutions January 2015 - Present
Vellisbooks PR Service October 2013 - Present
Beautiful Bundles Of Joy January 2013 - Present
LiveOps October 2010 - February 2013
Creative Seeds LLC May 2008 - June 2010
Fleet Capital Corporation December 1995 - November 1999
Sheldon Hodes & Associates May 1989 - December 1995
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Email Marketing, Facebook, Microsoft Excel, Sales, Coaching, Event Management
Education
Robert Morris University - Illinois
Kimberly Doro's Fleet Capital Corporation Experience 2000 - 2004
Job Sr. Specialty Account Manager
Industry Biotechnology
Experience
Genzyme, a Sanofi company 2010 - Present
Bausch & Lomb 2006 - 2010
Schering Plough / Merck 2004 - 2006
Fleet Capital Corporation 2000 - 2004
Skills
Sales Operations, Product Launch, Managed Care, Hospital Sales, Healthcare Industry, Medical Devices, Cross-functional Team..., Key Account Management, Brand Management, Business Development, Marketing Strategy, Sales Effectiveness, Pharmaceutical Industry, Account Management, B2B, Market Development, Sales Presentations, Biotechnology, Forecasting, Project Management, Business Strategy, Brand Ambassadorship, Enterprise Software, Direct Sales, Software, Contract Management, Consumer Package Goods, Regulatory Affairs, Territory Growth, Territory Penetration, Asset Based Lending, Asset Based Finance, Structured Finance, Superior Sales Skills, Vendor Contracts, Third Party Vendor..., Healthcare Reimbursement, Relationship Management, Healthcare Banking, Commercial Lending, Factoring, Healthcare Information..., C Level Selling, Key Account..., Engagement Management, Strategic Marketing..., Corporate Finance, Biopharmaceuticals, Biotherapeutics, Molecular Diagnostics
Education
University of Rhode Island
Bachelor of Science
University of Rhode Island
Bachelor of Science (B.S.)
Genzyme, a Sanofi company 2010 - Present
Bausch & Lomb 2006 - 2010
Schering Plough / Merck 2004 - 2006
Fleet Capital Corporation 2000 - 2004
Skills
Sales Operations, Product Launch, Managed Care, Hospital Sales, Healthcare Industry, Medical Devices, Cross-functional Team..., Key Account Management, Brand Management, Business Development, Marketing Strategy, Sales Effectiveness, Pharmaceutical Industry, Account Management, B2B, Market Development, Sales Presentations, Biotechnology, Forecasting, Project Management, Business Strategy, Brand Ambassadorship, Enterprise Software, Direct Sales, Software, Contract Management, Consumer Package Goods, Regulatory Affairs, Territory Growth, Territory Penetration, Asset Based Lending, Asset Based Finance, Structured Finance, Superior Sales Skills, Vendor Contracts, Third Party Vendor..., Healthcare Reimbursement, Relationship Management, Healthcare Banking, Commercial Lending, Factoring, Healthcare Information..., C Level Selling, Key Account..., Engagement Management, Strategic Marketing..., Corporate Finance, Biopharmaceuticals, Biotherapeutics, Molecular Diagnostics
Education
University of Rhode Island
Bachelor of Science
University of Rhode Island
Bachelor of Science (B.S.)
Jonathan Nareff Jonathan Nareff's Fleet Capital Corporation Experience June 1990 - February 1994
Job employed
Industry Financial Services
Experience
n/a Sr Operations Project ConsultantBank of AmericaMay 2011 - December 2014
Bank of America July 1990 - February 2009
Barclays Business Credit, Inc. 1990 - 1995
Fleet Capital Corporation June 1990 - February 1994
Combustion Engineering 1980 - 1990
Skills
Six Sigma, Asset Based Lending, Commercial Lending, Business Analysis, Vendor Management, Commercial Operation, Leadership, Business Strategy, Management, SDLC, Enterprise Architecture, IT Strategy, Banking, Budgets, Portfolio Management, Credit, Loans, Risk Management, Process Improvement
Education
Trinity College-Hartford 1964 — 1968
B.S
Friends Seminary 1961 — 1966
n/a Sr Operations Project ConsultantBank of AmericaMay 2011 - December 2014
Bank of America July 1990 - February 2009
Barclays Business Credit, Inc. 1990 - 1995
Fleet Capital Corporation June 1990 - February 1994
Combustion Engineering 1980 - 1990
Skills
Six Sigma, Asset Based Lending, Commercial Lending, Business Analysis, Vendor Management, Commercial Operation, Leadership, Business Strategy, Management, SDLC, Enterprise Architecture, IT Strategy, Banking, Budgets, Portfolio Management, Credit, Loans, Risk Management, Process Improvement
Education
Trinity College-Hartford 1964 — 1968
B.S
Friends Seminary 1961 — 1966
John O'Kane John O'Kane's Fleet Capital Corporation Experience 1998 - 2001
Job Business Consultant / Senior Adviser / Independent Corporate Director
Industry Financial Services
Experience
Fortress Investment Group 2008 - 2014
CIT 2001 - 2008
Fleet Capital Corporation 1998 - 2001
Barclays Corporate Banking 1978 - 1998
New England Merchants National Bank 1973 - 1978
Skills
Sound Business Judgment, Coaching and Consulting, Value Creation, Risk Assessment, Investment Management, Portfolio Management, Finance, Financial Planning, Strategic Planning, Leadership, Communication Skills, Highly Experienced, Cash Flow Analysis, Capital Markets, Corporate Restucturing
Education
Columbia University - Columbia Business School
Executive Program in Business Administration
Boston University
Master of Business Administration (M.B.A.), Finance
Tufts University
Bachelor's Degree, Economics
Fortress Investment Group 2008 - 2014
CIT 2001 - 2008
Fleet Capital Corporation 1998 - 2001
Barclays Corporate Banking 1978 - 1998
New England Merchants National Bank 1973 - 1978
Skills
Sound Business Judgment, Coaching and Consulting, Value Creation, Risk Assessment, Investment Management, Portfolio Management, Finance, Financial Planning, Strategic Planning, Leadership, Communication Skills, Highly Experienced, Cash Flow Analysis, Capital Markets, Corporate Restucturing
Education
Columbia University - Columbia Business School
Executive Program in Business Administration
Boston University
Master of Business Administration (M.B.A.), Finance
Tufts University
Bachelor's Degree, Economics
Kevin Haan Kevin Haan's Fleet Capital Corporation Experience August 1996 - January 2003
Job VP & Chief Credit Officer at The National Bank of Waupun
Industry Financial Services
Experience
The National Bank of Waupun July 2010 - Present
Sovereign Bank March 2006 - June 2010
Advanced Energy Control January 2003 - March 2006
Fleet Capital Corporation August 1996 - January 2003
Merrill Lynch Business Financial Services February 1989 - August 1996
Associates Commercial Corporation August 1986 - February 1989
Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Mortgage Lending, Portfolio Management, Lines Of Credit, Mortgage Banking, Underwriting, Cash Management, Consumer Lending
Education
Graduate School of Banking - UW Madison 2012 — 2014
Graduate, Banking and Financial Support Services
DePaul University 1989 — 1993
MBA, Finance
Dordt College 1982 — 1986
B.A., Business Administration
The National Bank of Waupun July 2010 - Present
Sovereign Bank March 2006 - June 2010
Advanced Energy Control January 2003 - March 2006
Fleet Capital Corporation August 1996 - January 2003
Merrill Lynch Business Financial Services February 1989 - August 1996
Associates Commercial Corporation August 1986 - February 1989
Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Mortgage Lending, Portfolio Management, Lines Of Credit, Mortgage Banking, Underwriting, Cash Management, Consumer Lending
Education
Graduate School of Banking - UW Madison 2012 — 2014
Graduate, Banking and Financial Support Services
DePaul University 1989 — 1993
MBA, Finance
Dordt College 1982 — 1986
B.A., Business Administration
Craig Zimmerman Craig Zimmerman's Fleet Capital Corporation Experience 1998 - 2004
Job Equipment Leasing | Asset Based Lending | Project Finance | Real Estate
Industry Financial Services
Experience
PNC September 2013 - Present
Renewables & Environment 2005 - 2013
Fleet Capital Corporation 1998 - 2004
NationsBank 1993 - 1998
Merrill Lynch 1982 - 1991
Skills
Energy, Real Estate, New Business Development, Project Finance, Capital Markets, Equipment Finance, Renewable Energy, Finance, Financial Structuring, Sustainability, Entrepreneurship, Structured Finance, Private Equity, Investment Banking, Commercial Real Estate, Joint Ventures, Investments, Banking
Education
Carnegie Mellon University 1977 — 1981
Bachelor of Science, Finance and Economics
American University
Washington Semester
PNC September 2013 - Present
Renewables & Environment 2005 - 2013
Fleet Capital Corporation 1998 - 2004
NationsBank 1993 - 1998
Merrill Lynch 1982 - 1991
Skills
Energy, Real Estate, New Business Development, Project Finance, Capital Markets, Equipment Finance, Renewable Energy, Finance, Financial Structuring, Sustainability, Entrepreneurship, Structured Finance, Private Equity, Investment Banking, Commercial Real Estate, Joint Ventures, Investments, Banking
Education
Carnegie Mellon University 1977 — 1981
Bachelor of Science, Finance and Economics
American University
Washington Semester
Jeanette Sirrine Jeanette Sirrine's Fleet Capital Corporation Experience June 1996 - December 1999
Job Project Manager at Aetna, Office of the Corporate Secretary
Industry Insurance
Experience
Aetna March 2015 - Present
The Phoenix Companies, Inc. August 2004 - March 2015
Open Solutions, Inc. August 2001 - August 2004
JDSU December 1999 - August 2001
Fleet Capital Corporation June 1996 - December 1999
Skills
Insurance, Critical Thinking, Emotional Intelligence, Management, Communication, Oral & Written..., Project Management, Shorthand, Marketing, Microsoft Office, Event Planning, Process Improvement, Research, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Trinity College-Hartford 2009 — 2014
Bachelor of Arts (B.A.), Public Policy & Law with a minor in Writing, Rhetoric & Media Art, magna cum laude
University of Connecticut 2009 — 2009
Paralegal Litigation Certificate Program
Aetna March 2015 - Present
The Phoenix Companies, Inc. August 2004 - March 2015
Open Solutions, Inc. August 2001 - August 2004
JDSU December 1999 - August 2001
Fleet Capital Corporation June 1996 - December 1999
Skills
Insurance, Critical Thinking, Emotional Intelligence, Management, Communication, Oral & Written..., Project Management, Shorthand, Marketing, Microsoft Office, Event Planning, Process Improvement, Research, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Time Management
Education
Trinity College-Hartford 2009 — 2014
Bachelor of Arts (B.A.), Public Policy & Law with a minor in Writing, Rhetoric & Media Art, magna cum laude
University of Connecticut 2009 — 2009
Paralegal Litigation Certificate Program
Gretchen Perkins Gretchen Perkins's Fleet Capital Corporation Experience 1989 - 1995
Job Private Equity Investor Buying and Building Companies in the US and Canada – Huron Capital Partners
Industry Financial Services
Experience
Huron Capital Partners May 2008 - Present
Long Point Capital August 2002 - May 2008
GE Capital 1995 - 1997
Fleet Capital Corporation 1989 - 1995
Barclays Business Credit 1989 - 1994
Education
University of Michigan
Bachelor of Business Administration (BBA), Finance, General
Huron Capital Partners May 2008 - Present
Long Point Capital August 2002 - May 2008
GE Capital 1995 - 1997
Fleet Capital Corporation 1989 - 1995
Barclays Business Credit 1989 - 1994
Education
University of Michigan
Bachelor of Business Administration (BBA), Finance, General
Daniel Stella Daniel Stella's Fleet Capital Corporation Experience April 1994 - May 2004
Job Senior Vice President at Bank of America
Industry Capital Markets
Experience
Bank of America May 2015 - Present
PNC May 2004 - May 2015
Fleet Capital Corporation April 1994 - May 2004
Summit Bank April 1994 - March 2001
Fidelity Bank 1985 - 1990
Fidelity Bank 1985 - 1990
Skills
Mergers, Middle Market, Portfolio Management, Commercial Lending, Asset Based Lending, Private Equity, Due Diligence, Credit, Credit Analysis, Banking, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Loans, Financial Modeling, Commercial Banking, Investments, Leveraged Finance, Investment Banking
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Finance
Ursinus College 1977 — 1981
BA, Economics, Accounting
Bank of America May 2015 - Present
PNC May 2004 - May 2015
Fleet Capital Corporation April 1994 - May 2004
Summit Bank April 1994 - March 2001
Fidelity Bank 1985 - 1990
Fidelity Bank 1985 - 1990
Skills
Mergers, Middle Market, Portfolio Management, Commercial Lending, Asset Based Lending, Private Equity, Due Diligence, Credit, Credit Analysis, Banking, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Loans, Financial Modeling, Commercial Banking, Investments, Leveraged Finance, Investment Banking
Education
Drexel University - LeBow College of Business 1982 — 1985
MBA, Finance
Ursinus College 1977 — 1981
BA, Economics, Accounting
Jena Burley Jena Burley's Fleet Capital Corporation Experience June 2000 - August 2003
Job Corporate Trainer
Industry Financial Services
Experience
New Penn Financial, LLC April 2013 - Present
Citizens Bank August 2012 - April 2013
Pfizer, Inc August 2007 - December 2009
Pfizer, Inc August 2007 - December 2009
Pfizer (formerly Wyeth Pharmaceuticals) 2007 - 2009
Shire Pharmaceuticals November 2004 - July 2007
Lincoln University October 2003 - November 2004
Fleet Capital Corporation June 2000 - August 2003
Interstate Hotel Corporation January 1997 - June 2000
Skills
Mortgage Lending, Credit Analysis, Residential Mortgages, Human Resources, Program Management, Management, Project Management, Customer Satisfaction, Compliance, Organization, FHA, Loan Origination, Portfolio Management, Retail Banking, Mortgage Banking
Education
Immaculata University
BA, Human Performance Mngmt, and Healthcare Mngmt
Immaculata University
New Penn Financial, LLC April 2013 - Present
Citizens Bank August 2012 - April 2013
Pfizer, Inc August 2007 - December 2009
Pfizer, Inc August 2007 - December 2009
Pfizer (formerly Wyeth Pharmaceuticals) 2007 - 2009
Shire Pharmaceuticals November 2004 - July 2007
Lincoln University October 2003 - November 2004
Fleet Capital Corporation June 2000 - August 2003
Interstate Hotel Corporation January 1997 - June 2000
Skills
Mortgage Lending, Credit Analysis, Residential Mortgages, Human Resources, Program Management, Management, Project Management, Customer Satisfaction, Compliance, Organization, FHA, Loan Origination, Portfolio Management, Retail Banking, Mortgage Banking
Education
Immaculata University
BA, Human Performance Mngmt, and Healthcare Mngmt
Immaculata University
Brenda Crespo's Fleet Capital Corporation Experience 1993 - 2004
Job Disaster Case Manager at Catholic Charities DOM
Industry Civic & Social Organization
Experience
Catholic Charities USA April 2013 - Present
Capital One Bank September 2004 - July 2012
Fleet Capital Corporation 1993 - 2004
Summit Bank August 1993 - August 1996
Skills
Case Management, Community Outreach, Supervisory Skills, Crisis Counselling, Customer Experience, Management, Team Building, Project Management, Client Experience
Education
New Brunswick Theological Seminary 2013 — 2016
Master of Divinity (M.Div.), Theology/Pastoral Counseling
Upsala College 1988 — 1992
BA, Communications; English Minor
Catholic Charities USA April 2013 - Present
Capital One Bank September 2004 - July 2012
Fleet Capital Corporation 1993 - 2004
Summit Bank August 1993 - August 1996
Skills
Case Management, Community Outreach, Supervisory Skills, Crisis Counselling, Customer Experience, Management, Team Building, Project Management, Client Experience
Education
New Brunswick Theological Seminary 2013 — 2016
Master of Divinity (M.Div.), Theology/Pastoral Counseling
Upsala College 1988 — 1992
BA, Communications; English Minor
Gregory LeNeave's Fleet Capital Corporation Experience 1984 - December 1996
Job President at Anderson LeNeave & Co.
Industry Investment Banking
Experience
Anderson LeNeave & Co. December 1998 - Present
Bowles Hollowell Conner & Co. December 1996 - December 1998
Fleet Capital Corporation 1984 - December 1996
Manufacturers Hanover Trust 1983 - 1984
Skills
Investment Banking, Private Equity, Venture Capital, Mezzanine, Mergers, Valuation, Business Valuation, Loans, Financial Modeling, LBO, Finance, Growth Capital, Restructuring, Business Development, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Portfolio Management, Recapitalizations, Corporate Development, Alternative Investments, Corporate Finance, Capital, Investments, Due Diligence, M
Education
Appalachian State University 1980 — 1981
BSBA, Finance and Economics
University of North Carolina at Chapel Hill 1975 — 1978
AB, General Studies
Anderson LeNeave & Co. December 1998 - Present
Bowles Hollowell Conner & Co. December 1996 - December 1998
Fleet Capital Corporation 1984 - December 1996
Manufacturers Hanover Trust 1983 - 1984
Skills
Investment Banking, Private Equity, Venture Capital, Mezzanine, Mergers, Valuation, Business Valuation, Loans, Financial Modeling, LBO, Finance, Growth Capital, Restructuring, Business Development, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Portfolio Management, Recapitalizations, Corporate Development, Alternative Investments, Corporate Finance, Capital, Investments, Due Diligence, M
Education
Appalachian State University 1980 — 1981
BSBA, Finance and Economics
University of North Carolina at Chapel Hill 1975 — 1978
AB, General Studies
Tom Shughrue's Fleet Capital Corporation Experience 1999 - December 2002
Job Operational Risk Consultant at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance September 2005 - Present
Wells Fargo Foothill, Inc. June 2003 - September 2005
Fleet Capital Corporation 1999 - December 2002
Skills
Project Management, Technical Writing, Program Management, Compliance Training, Testing, Mentoring, Risk Assessment
Education
University of Houston 1989 — 1991
Master of Business Administration (MBA), Business/Commerce, General
San Diego State University-California State University 1979 — 1984
Bachelor of Science (BS), Finance, General
Wells Fargo Capital Finance September 2005 - Present
Wells Fargo Foothill, Inc. June 2003 - September 2005
Fleet Capital Corporation 1999 - December 2002
Skills
Project Management, Technical Writing, Program Management, Compliance Training, Testing, Mentoring, Risk Assessment
Education
University of Houston 1989 — 1991
Master of Business Administration (MBA), Business/Commerce, General
San Diego State University-California State University 1979 — 1984
Bachelor of Science (BS), Finance, General
Andrew Pappas's Fleet Capital Corporation Experience 1991 - 1995
Job Managing Director Asset Based Lending Group
Industry Financial Services
Experience
Harris N.A. March 2011 - Present
MFC Capital Funding 2005 - June 2011
Bank of America Business Capital (formerly known as Fleet Capital Corporation) 1991 - 2004
Fleet Capital Corporation 1991 - 1995
Peat, Marwick Mitchell & Company (KPMG) 1985 - 1989
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Loyola University Chicago 1981 — 1985
BA, Accounting and Finance
Harris N.A. March 2011 - Present
MFC Capital Funding 2005 - June 2011
Bank of America Business Capital (formerly known as Fleet Capital Corporation) 1991 - 2004
Fleet Capital Corporation 1991 - 1995
Peat, Marwick Mitchell & Company (KPMG) 1985 - 1989
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance
Loyola University Chicago 1981 — 1985
BA, Accounting and Finance
Craig Nutbrown's Fleet Capital Corporation Experience June 1992 - March 2004
Job Senior Vice President, Credit Review Manager at Bank of America
Industry Banking
Experience
Bank of America October 2009 - Present
National City Business Credit July 2007 - March 2009
LaSalle Business Credit April 2004 - July 2007
Fleet Capital Corporation June 1992 - March 2004
Fleet Bank 1992 - 1995
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Business Administration
Bank of America October 2009 - Present
National City Business Credit July 2007 - March 2009
LaSalle Business Credit April 2004 - July 2007
Fleet Capital Corporation June 1992 - March 2004
Fleet Bank 1992 - 1995
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
BS, Business Administration
Debra Lucchesi's Fleet Capital Corporation Experience March 1994 - September 2005
Job Assistant Vice President at RBS Asset Finance
Industry Banking
Experience
RBS Asset Finance September 2005 - Present
Fleet Capital Corporation March 1994 - September 2005
Fleet Capital Corporation 1994 - 2005
Skills
Commercial Lending, Credit Analysis, Credit, Finance, Commercial Banking, Financial Analysis, Asset Based Lending, Portfolio Management
Education
Johnson & Wales University 2000 — 2011
Bachelor of Science, Accounting
RBS Asset Finance September 2005 - Present
Fleet Capital Corporation March 1994 - September 2005
Fleet Capital Corporation 1994 - 2005
Skills
Commercial Lending, Credit Analysis, Credit, Finance, Commercial Banking, Financial Analysis, Asset Based Lending, Portfolio Management
Education
Johnson & Wales University 2000 — 2011
Bachelor of Science, Accounting
Loretta Ho, CPA's Fleet Capital Corporation Experience March 2001 - December 2003
Job Controller at Toyota Financial Savings Bank
Industry Automotive
Experience
Toyota Financial Savings Bank June 2013 - Present
South Bay Chinese School July 2012 - Present
Toyota Financial Services March 2010 - June 2013
Honeywell January 2007 - April 2010
Mattel December 2003 - January 2007
Fleet Capital Corporation March 2001 - December 2003
PricewaterhouseCoopers September 1995 - March 2001
Skills
Financial Reporting, Sarbanes-Oxley, Financial Analysis, Forecasting, SEC filings, Hyperion Enterprise, Auditing
Education
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Toyota Financial Savings Bank June 2013 - Present
South Bay Chinese School July 2012 - Present
Toyota Financial Services March 2010 - June 2013
Honeywell January 2007 - April 2010
Mattel December 2003 - January 2007
Fleet Capital Corporation March 2001 - December 2003
PricewaterhouseCoopers September 1995 - March 2001
Skills
Financial Reporting, Sarbanes-Oxley, Financial Analysis, Forecasting, SEC filings, Hyperion Enterprise, Auditing
Education
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Reyna Symonds's Fleet Capital Corporation Experience June 2002 - May 2004
Job Vice President, Manager of Corporate Taxes
Industry Retail
Experience
Citizens Asset Finance August 2013 - Present
Mass Department of Revenue August 2012 - July 2013
BJ's Wholesale Club May 2004 - January 2011
Fleet Capital Corporation June 2002 - May 2004
Fleet Capital Corporation June 2000 - June 2002
Skills
Sales Tax
Education
Johnson & Wales University 1989 — 1994
BA, Accounting
Johnson & Wales University
AS, Computer Science
Citizens Asset Finance August 2013 - Present
Mass Department of Revenue August 2012 - July 2013
BJ's Wholesale Club May 2004 - January 2011
Fleet Capital Corporation June 2002 - May 2004
Fleet Capital Corporation June 2000 - June 2002
Skills
Sales Tax
Education
Johnson & Wales University 1989 — 1994
BA, Accounting
Johnson & Wales University
AS, Computer Science
Steve Quinn's Fleet Capital Corporation Experience 1990 - 1999
Job Managing Director, Middle Market Banking & Specialized Industries, Connecticut / Bronx / Westchester at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
BANK, FINANCIAL SERVICES, LEVERAGED & DISTRESSED CREDIT October 2009 - December 2012
Noroton Capital Management March 2008 - January 2010
Cyrus Capital Partners 2004 - 2008
Merrill Lynch Capital 2003 - 2004
CIT 2001 - 2003
Deutsche Bank 1999 - 2001
Fleet Capital Corporation 1990 - 1999
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Dartmouth College
JPMorgan Chase December 2012 - Present
BANK, FINANCIAL SERVICES, LEVERAGED & DISTRESSED CREDIT October 2009 - December 2012
Noroton Capital Management March 2008 - January 2010
Cyrus Capital Partners 2004 - 2008
Merrill Lynch Capital 2003 - 2004
CIT 2001 - 2003
Deutsche Bank 1999 - 2001
Fleet Capital Corporation 1990 - 1999
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Dartmouth College
Tracy Piacente's Fleet Capital Corporation Experience September 2001 - October 2003
Job Quality Assurance Assistant Manager Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. June 2014 - Present
Provant February 2014 - June 2014
UTGR Inc June 2013 - February 2014
Global Spectrum May 2006 - December 2012
Fleet Capital Corporation September 2001 - October 2003
Fleet Boston Financial March 1997 - September 2001
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Team Leadership, Customer Retention, Contract Negotiation, Account Management, Supervisory Skills, Project Management, Venue Management, Entertainment Industry, Facebook, Ticket Sales, Sponsorship, Leadership, Social Media Marketing, Sales, Management
Education
Community College of Rhode Island 2013 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.8
Citizens Financial Group, Inc. June 2014 - Present
Provant February 2014 - June 2014
UTGR Inc June 2013 - February 2014
Global Spectrum May 2006 - December 2012
Fleet Capital Corporation September 2001 - October 2003
Fleet Boston Financial March 1997 - September 2001
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Team Leadership, Customer Retention, Contract Negotiation, Account Management, Supervisory Skills, Project Management, Venue Management, Entertainment Industry, Facebook, Ticket Sales, Sponsorship, Leadership, Social Media Marketing, Sales, Management
Education
Community College of Rhode Island 2013 — 2014
Associate of Science (AS), Business Administration and Management, General, 3.8
Edward Maron's Fleet Capital Corporation Experience 1997 - 2000
Job Private Placement, Structured Finance and Leasing
Industry Financial Services
Experience
RBS Citizens Asset Finance May 2014 - Present
Middlesex Capital Corporation 2011 - Present
AIG 2012 - 2014
KEY NATIONAL FINANCE 2008 - 2011
UBS Investment Bank 2006 - 2008
BTMU Capital Corporation 2004 - 2006
Dexia Credit Local 2002 - 2004
PRICEWATERHOUSECOOPERS/DEXIA 2000 - 2004
FLEET CAPITAL CORPORATION 1997 - 2000
LEASING SOLUTIONS INC 1992 - 1997
Skills
Structured Finance, Structuring, Debt, Origination, Syndications, Transaction, Banking, Project Finance
Education
Northeastern University 1981 — 1983
MASTER, BUSINESS ADMINISTRATION; Finance
Providence College 1976 — 1980
BACHELOR OF SCIENCE, BIOLOGY
RBS Citizens Asset Finance May 2014 - Present
Middlesex Capital Corporation 2011 - Present
AIG 2012 - 2014
KEY NATIONAL FINANCE 2008 - 2011
UBS Investment Bank 2006 - 2008
BTMU Capital Corporation 2004 - 2006
Dexia Credit Local 2002 - 2004
PRICEWATERHOUSECOOPERS/DEXIA 2000 - 2004
FLEET CAPITAL CORPORATION 1997 - 2000
LEASING SOLUTIONS INC 1992 - 1997
Skills
Structured Finance, Structuring, Debt, Origination, Syndications, Transaction, Banking, Project Finance
Education
Northeastern University 1981 — 1983
MASTER, BUSINESS ADMINISTRATION; Finance
Providence College 1976 — 1980
BACHELOR OF SCIENCE, BIOLOGY
Daniel Durkin's Fleet Capital Corporation Experience 2001 - 2001
Job Banking Professional
Industry Banking
Experience
People's United Bank November 2013 - Present
RBS Citizens Financial Group 2004 - 2013
LaSalle Retail Finance, Member ABN AMRO Group 2003 - 2004
Wells Fargo Retail Finance, LLC 2001 - 2003
Fleet Capital Corporation 2001 - 2001
KeyBank 1986 - 2000
Education
University of Maine, Orono -- Maine Business School 1994 — 1995
Master of Business Administration (highest honors)
University of Southern Maine -- The Muskie School of Public Service 1991 — 1994
Master of Public Policy & Management (high honors)
Cornell University 1983 — 1984
Southern Illinois University, Carbondale 1979 — 1983
Bachelor of Arts (summa cum laude), Economics
Commercial Finance Association -- Field Examiner School
New England School of Banking at Williams College
People's United Bank November 2013 - Present
RBS Citizens Financial Group 2004 - 2013
LaSalle Retail Finance, Member ABN AMRO Group 2003 - 2004
Wells Fargo Retail Finance, LLC 2001 - 2003
Fleet Capital Corporation 2001 - 2001
KeyBank 1986 - 2000
Education
University of Maine, Orono -- Maine Business School 1994 — 1995
Master of Business Administration (highest honors)
University of Southern Maine -- The Muskie School of Public Service 1991 — 1994
Master of Public Policy & Management (high honors)
Cornell University 1983 — 1984
Southern Illinois University, Carbondale 1979 — 1983
Bachelor of Arts (summa cum laude), Economics
Commercial Finance Association -- Field Examiner School
New England School of Banking at Williams College
Kevin J. Deady's Fleet Capital Corporation Experience June 1997 - May 1999
Job Senior Vice President Corporate Finance at GE Capital
Industry Financial Services
Experience
GE Capital May 1999 - Present
Fleet Capital Corporation June 1997 - May 1999
Pacific Life April 1994 - June 1997
Sony Corporation of America November 1993 - April 1994
Levine, Cooper, Spiegel & Co. November 1989 - August 1991
EY June 1988 - November 1989
Skills
Certified Public..., Corporate Finance, Finance, Financial Analysis, Analysis, Accounting, Portfolio Management, Auditing, Account Reconciliation
Education
University of Southern California - Marshall School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 1984 — 1988
Bachelor of Science (BS), Accounting and Finance
GE Capital May 1999 - Present
Fleet Capital Corporation June 1997 - May 1999
Pacific Life April 1994 - June 1997
Sony Corporation of America November 1993 - April 1994
Levine, Cooper, Spiegel & Co. November 1989 - August 1991
EY June 1988 - November 1989
Skills
Certified Public..., Corporate Finance, Finance, Financial Analysis, Analysis, Accounting, Portfolio Management, Auditing, Account Reconciliation
Education
University of Southern California - Marshall School of Business 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 1984 — 1988
Bachelor of Science (BS), Accounting and Finance