Healthcare Finance Group
Industry: Company
DescriptionFounded: 2000 Parent organization: MidCap Financial, LLC Subsidiary: Hfg Healthco Securities Llc
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Healthcare Finance Group Employees
Employee
Years
Job
Industry
Michael Janda Michael Janda's Healthcare Finance Group Experience 2001 - 2002
Job Managing Director Healthcare Finance at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance August 2012 - Present
Citra Associates, Inc. 2002 - 2013
Common Sense Holdings, LLC 2009 - 2012
Healthcare Finance Group 2001 - 2002
FINOVA Capital Corporation 1996 - 2001
LINC Financial Services, Inc. 1995 - 1996
Heller Financial 1978 - 1993
Education
DePaul University College of Law 1978 — 1982
JD, Law
Loyola University Chicago 1973 — 1977
BBA, Public Accounting
Wells Fargo Capital Finance August 2012 - Present
Citra Associates, Inc. 2002 - 2013
Common Sense Holdings, LLC 2009 - 2012
Healthcare Finance Group 2001 - 2002
FINOVA Capital Corporation 1996 - 2001
LINC Financial Services, Inc. 1995 - 1996
Heller Financial 1978 - 1993
Education
DePaul University College of Law 1978 — 1982
JD, Law
Loyola University Chicago 1973 — 1977
BBA, Public Accounting
Dan Chapa Dan Chapa's Healthcare Finance Group Experience February 2006 - June 2015
Job CEO at Healthcare Finance Group
Industry Financial Services
Experience
Healthcare Finance Group February 2006 - June 2015
Healthcare Finance Group February 2006 - June 2013
Bank of America January 1989 - April 2004
Skills
Asset Based Lending, Loans, Portfolio Management, Corporate Finance, Commercial Lending, Credit, Investments, Financial Analysis
Education
Baylor University
Baylor University
Finance, General
Healthcare Finance Group February 2006 - June 2015
Healthcare Finance Group February 2006 - June 2013
Bank of America January 1989 - April 2004
Skills
Asset Based Lending, Loans, Portfolio Management, Corporate Finance, Commercial Lending, Credit, Investments, Financial Analysis
Education
Baylor University
Baylor University
Finance, General
Gabriel Kalaty Gabriel Kalaty's Healthcare Finance Group Experience April 2012 - June 2012
Job Student at Baruch College
Industry Investment Banking
Experience
Forex Capital Markets May 2014 - August 2014
Healthcare Finance Group April 2012 - June 2012
Skills
PowerPoint, Microsoft Office, Real Estate, Economics, Communication Skills, Mathematics, Microsoft Word, Microsoft Excel, Public Speaking, Portfolio Management, Investments, Customer Service, Finance, Investment Banking, Research, Leadership
Education
Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Hebrew Academy of Nassau County 2008 — 2012
High School
Forex Capital Markets May 2014 - August 2014
Healthcare Finance Group April 2012 - June 2012
Skills
PowerPoint, Microsoft Office, Real Estate, Economics, Communication Skills, Mathematics, Microsoft Word, Microsoft Excel, Public Speaking, Portfolio Management, Investments, Customer Service, Finance, Investment Banking, Research, Leadership
Education
Baruch College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
Hebrew Academy of Nassau County 2008 — 2012
High School
Claudia Gourdon Claudia Gourdon's Healthcare Finance Group Experience November 2007 - Present
Job Senior Healthcare Banker at Bank Leumi USA
Industry Banking
Experience
Bank Leumi USA September 2015 - Present
Healthcare Finance Group November 2007 - Present
CIT Group 2005 - 2007
GE Capital Healthcare Financial Services 1997 - 2006
Chase Bank - JP Morgan Chase 1988 - 1997
Investment Banking: Paine Webber & Smith Barney 1978 - 1988
Skills
Corporate Finance, Mergers & Acquisitions, Finance, Credit, Healthcare, Mergers, Asset Based Lending, Private Equity, Loans, Business Development, Portfolio Management, Restructuring, Financial Analysis, Executive Management, Working Capital..., Financial Structuring, Banking, Financial Services, Strategic Planning, Acquisitions, Due Diligence, Leveraged Finance, Cash Flow, Equities, Corporate Development, Middle Market, Management, Commercial Lending, Syndications, Leadership, Loan Origination, Capital Markets, Commercial Banking, Marketing Strategy, Marketing Management, Marketing
Education
Yale University - Yale School of Management 1976 — 1978
MBA, Finance
Tufts University - The Fletcher School of Law and Diplomacy 1975 — 1976
Masters of Arts, International Finance
Wellesley College 1971 — 1975
Bachelor of Arts (B.A.), Political Science & French
Bank Leumi USA September 2015 - Present
Healthcare Finance Group November 2007 - Present
CIT Group 2005 - 2007
GE Capital Healthcare Financial Services 1997 - 2006
Chase Bank - JP Morgan Chase 1988 - 1997
Investment Banking: Paine Webber & Smith Barney 1978 - 1988
Skills
Corporate Finance, Mergers & Acquisitions, Finance, Credit, Healthcare, Mergers, Asset Based Lending, Private Equity, Loans, Business Development, Portfolio Management, Restructuring, Financial Analysis, Executive Management, Working Capital..., Financial Structuring, Banking, Financial Services, Strategic Planning, Acquisitions, Due Diligence, Leveraged Finance, Cash Flow, Equities, Corporate Development, Middle Market, Management, Commercial Lending, Syndications, Leadership, Loan Origination, Capital Markets, Commercial Banking, Marketing Strategy, Marketing Management, Marketing
Education
Yale University - Yale School of Management 1976 — 1978
MBA, Finance
Tufts University - The Fletcher School of Law and Diplomacy 1975 — 1976
Masters of Arts, International Finance
Wellesley College 1971 — 1975
Bachelor of Arts (B.A.), Political Science & French
Philip Marsden Philip Marsden's Healthcare Finance Group Experience August 2004 - July 2006
Job Financial/Strategic Advisor to Community Banks and Small/MidSized Companies
Industry Financial Services
Experience
JPM Consulting Group 2001 - Present
Healthcare Finance Group August 2004 - July 2006
Geneva Associates Advisors 1999 - 2001
The Long-Term Credit Bank of Japan 1989 - 1999
Continental Illinois National Bank 1980 - 1989
Japan Ministry of International Trade & Industry 1977 - 1978
International Development Center of Japan 1977 - 1977
Skills
Restructuring, Credit Analysis, Leadership, Portfolio Management, Financial Structuring, Risk Analysis, Loans, Strategy, Asset Managment, Asset Based Lending, Finance, Market Development, Commercial Banking, Banking, Private Equity, Credit, Start-ups, Asset Management, Commercial Finance, Leveraged Finance, Cash Flow Lending, Business Strategy, Small Business Lending, Business Development, Investment Banking, Factoring, Structured Finance, Financial Risk, Commercial Lending, Mergers & Acquisitions, Funding, Capital Markets, Executive Management, Valuation, Credit Risk, Financial Services, Middle Market, Corporate Finance, Due Diligence, Financial Modeling, Venture Capital, Financial Advisory, Investments, Corporate Development, Hedge Funds, Treasury Management, Alternative Investments, Equities, Loan Origination, Emerging Markets
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance / International Business
Dartmouth College 1972 — 1976
BA cum laude, Economics with distinction
Grissom High School
JPM Consulting Group 2001 - Present
Healthcare Finance Group August 2004 - July 2006
Geneva Associates Advisors 1999 - 2001
The Long-Term Credit Bank of Japan 1989 - 1999
Continental Illinois National Bank 1980 - 1989
Japan Ministry of International Trade & Industry 1977 - 1978
International Development Center of Japan 1977 - 1977
Skills
Restructuring, Credit Analysis, Leadership, Portfolio Management, Financial Structuring, Risk Analysis, Loans, Strategy, Asset Managment, Asset Based Lending, Finance, Market Development, Commercial Banking, Banking, Private Equity, Credit, Start-ups, Asset Management, Commercial Finance, Leveraged Finance, Cash Flow Lending, Business Strategy, Small Business Lending, Business Development, Investment Banking, Factoring, Structured Finance, Financial Risk, Commercial Lending, Mergers & Acquisitions, Funding, Capital Markets, Executive Management, Valuation, Credit Risk, Financial Services, Middle Market, Corporate Finance, Due Diligence, Financial Modeling, Venture Capital, Financial Advisory, Investments, Corporate Development, Hedge Funds, Treasury Management, Alternative Investments, Equities, Loan Origination, Emerging Markets
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Finance / International Business
Dartmouth College 1972 — 1976
BA cum laude, Economics with distinction
Grissom High School
Michael LaTona Michael LaTona's Healthcare Finance Group Experience May 2012 - June 2015
Job Senior Field Examiner at MidCap Financial
Industry Financial Services
Experience
MidCap Financial June 2015 - Present
Healthcare Finance Group May 2012 - June 2015
CIT March 2006 - May 2012
CapitalSource, LLP 2003 - 2006
GE Healthcare Financial Services 2000 - 2003
Roswell Park Cancer Institute 1994 - 2000
Skills
Financial Analysis, Accounting, Asset Based Lending, Finance, Credit Analysis, Financial Modeling, Corporate Finance, Credit, Loans, Due Diligence, Risk Management, Commercial Lending, Cash Flow, Credit Risk, Portfolio Management, Banking, Underwriting
Education
Golden Gate University 1986 — 1988
Master of Business Administration (MBA)
Niagara University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
MidCap Financial June 2015 - Present
Healthcare Finance Group May 2012 - June 2015
CIT March 2006 - May 2012
CapitalSource, LLP 2003 - 2006
GE Healthcare Financial Services 2000 - 2003
Roswell Park Cancer Institute 1994 - 2000
Skills
Financial Analysis, Accounting, Asset Based Lending, Finance, Credit Analysis, Financial Modeling, Corporate Finance, Credit, Loans, Due Diligence, Risk Management, Commercial Lending, Cash Flow, Credit Risk, Portfolio Management, Banking, Underwriting
Education
Golden Gate University 1986 — 1988
Master of Business Administration (MBA)
Niagara University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Al Regdos Al Regdos's Healthcare Finance Group Experience September 2006 - June 2013
Job Principal at Alpine Capital & Advisory
Industry Financial Services
Experience
Alpine Capital, LLC June 2015 - Present
Healthcare Finance Group, LLC February 2014 - May 2015
Healthcare Finance Group, LLC June 2013 - February 2014
Healthcare Finance Group September 2006 - June 2013
GE Capital September 1999 - September 2006
Skills
Finance, Due Diligence, Financial Modeling, Asset Based Lending, Credit Risk, Portfolio Management, Underwriting, Private Equity, Mergers, Risk Management, Mergers & Acquisitions, Financial Structuring, Investments, Credit, Cash Flow
Education
Canisius College 1993 — 1997
Bachelor, Accounting
Alpine Capital, LLC June 2015 - Present
Healthcare Finance Group, LLC February 2014 - May 2015
Healthcare Finance Group, LLC June 2013 - February 2014
Healthcare Finance Group September 2006 - June 2013
GE Capital September 1999 - September 2006
Skills
Finance, Due Diligence, Financial Modeling, Asset Based Lending, Credit Risk, Portfolio Management, Underwriting, Private Equity, Mergers, Risk Management, Mergers & Acquisitions, Financial Structuring, Investments, Credit, Cash Flow
Education
Canisius College 1993 — 1997
Bachelor, Accounting
Norman Smith's Healthcare Finance Group Experience 2003 - 2004
Job First Vice President at The Bancorp
Industry Banking
Experience
The Bancorp March 2014 - Present
Susquehanna Bank April 2011 - February 2014
Wells Fargo Bank September 2010 - May 2011
CIT Healthcare LLC November 1998 - September 2010
Healthcare Business Credit Corp 1998 - 2009
Commerce Bank 2004 - 2005
Healthcare Finance Group 2003 - 2004
Mellon Bank 1994 - 1998
United Jersey Bank 1990 - 1994
Bank of New England 1988 - 1990
Skills
Asset Based Lending, Risk Management, Team Building, Training, Business Development, Change Management, Credit, Commercial Banking, Management, Loans, Banking, Commercial Lending, Portfolio Management, Leadership, Mergers, Underwriting, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Loan Origination, Due Diligence, Capital Markets, Factoring, Commercial Real Estate, Lines Of Credit, Structured Finance, Sales, Insurance, Finance, Private Equity, Small Business Lending, Executive Management, Credit Risk, Financial Structuring, Financial Services, Corporate Finance
Education
CIT Core Manager Program 2008 — 2008
University of Delaware - Lerner College of Business and Economics 1984 — 1990
MBA, Finance
Drexel University - College of Business and Administration 1975 — 1979
BS, Accounting
Roxborough High School 1971 — 1975
The Bancorp March 2014 - Present
Susquehanna Bank April 2011 - February 2014
Wells Fargo Bank September 2010 - May 2011
CIT Healthcare LLC November 1998 - September 2010
Healthcare Business Credit Corp 1998 - 2009
Commerce Bank 2004 - 2005
Healthcare Finance Group 2003 - 2004
Mellon Bank 1994 - 1998
United Jersey Bank 1990 - 1994
Bank of New England 1988 - 1990
Skills
Asset Based Lending, Risk Management, Team Building, Training, Business Development, Change Management, Credit, Commercial Banking, Management, Loans, Banking, Commercial Lending, Portfolio Management, Leadership, Mergers, Underwriting, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Loan Origination, Due Diligence, Capital Markets, Factoring, Commercial Real Estate, Lines Of Credit, Structured Finance, Sales, Insurance, Finance, Private Equity, Small Business Lending, Executive Management, Credit Risk, Financial Structuring, Financial Services, Corporate Finance
Education
CIT Core Manager Program 2008 — 2008
University of Delaware - Lerner College of Business and Economics 1984 — 1990
MBA, Finance
Drexel University - College of Business and Administration 1975 — 1979
BS, Accounting
Roxborough High School 1971 — 1975
David Levoyer David Levoyer's Healthcare Finance Group Experience May 2008 - August 2008
Job
Industry Information Technology and Services
Experience
mindSHIFT, a Ricoh company March 2014 - Present
Wilson Elser November 2010 - March 2014
Moses & Singer LLP August 2008 - November 2010
Healthcare Finance Group May 2008 - August 2008
Dorsey & Whitney January 2006 - May 2008
Cravath, Swaine & Moore April 2003 - January 2006
Skills
Citrix, Windows 7, Active Directory, Blackberry Enterprise..., Blackberry, VMware, Microsoft Exchange, Troubleshooting, System Administration, Windows Server, DNS, Disaster Recovery, Ghost Imaging, VDI, Wyse, XP, Microsoft Office, DHCP, Lotus Notes, Virtualization, Citrix Metaframe, Windows, Information Technology, SharePoint, Networking, Computer Security, ITIL, Dell Computers, Document Management, Outlook, Network Security, SCCM, IT Operations, HP, VMware ESX, Cloud Computing, Remote Desktop, Laptops, Software Documentation, Visio, Group Policy, Servers, VPN, Windows XP Pro, Network Administration, Windows Vista, IT Management, Computer Hardware, Netscaler
Education
Career Institute of Health & Technology 2001 — 2003
Certificate
City University of New York 1992 — 1996
BA
mindSHIFT, a Ricoh company March 2014 - Present
Wilson Elser November 2010 - March 2014
Moses & Singer LLP August 2008 - November 2010
Healthcare Finance Group May 2008 - August 2008
Dorsey & Whitney January 2006 - May 2008
Cravath, Swaine & Moore April 2003 - January 2006
Skills
Citrix, Windows 7, Active Directory, Blackberry Enterprise..., Blackberry, VMware, Microsoft Exchange, Troubleshooting, System Administration, Windows Server, DNS, Disaster Recovery, Ghost Imaging, VDI, Wyse, XP, Microsoft Office, DHCP, Lotus Notes, Virtualization, Citrix Metaframe, Windows, Information Technology, SharePoint, Networking, Computer Security, ITIL, Dell Computers, Document Management, Outlook, Network Security, SCCM, IT Operations, HP, VMware ESX, Cloud Computing, Remote Desktop, Laptops, Software Documentation, Visio, Group Policy, Servers, VPN, Windows XP Pro, Network Administration, Windows Vista, IT Management, Computer Hardware, Netscaler
Education
Career Institute of Health & Technology 2001 — 2003
Certificate
City University of New York 1992 — 1996
BA
Al Belmondo Al Belmondo's Healthcare Finance Group Experience February 2012 - June 2015
Job Software Developer Vice President
Industry Banking
Experience
MidCap Financial June 2015 - Present
Healthcare Finance Group February 2012 - June 2015
Healthcare Finance Group November 2007 - February 2012
AdminServer June 2007 - October 2007
CIT May 2004 - June 2007
Skills
ASP.NET, C#, SQL Server, Web Development, HTML, HTML5, CSS, Java, JavaScript, SQL, C++, Web Design, Website Development, XML, Web Services, AJAX, jQuery, Visual Studio, .NET, LINQ, ADO.NET, OOP, T-SQL, WPF, Crystal Reports, Databases, DHTML, MongoDB, Visual Sourcesafe, Team Foundation Server, SSRS, SSIS, Aspose, Tumblr, Twitter, Github, Microsoft SQL Server, SQL Server Management..., Agile Methodologies, UML, SOA
Education
Shippensburg University of Pennsylvania 2000 — 2004
B.S, Computer Science, Mathematics (Minor)
MidCap Financial June 2015 - Present
Healthcare Finance Group February 2012 - June 2015
Healthcare Finance Group November 2007 - February 2012
AdminServer June 2007 - October 2007
CIT May 2004 - June 2007
Skills
ASP.NET, C#, SQL Server, Web Development, HTML, HTML5, CSS, Java, JavaScript, SQL, C++, Web Design, Website Development, XML, Web Services, AJAX, jQuery, Visual Studio, .NET, LINQ, ADO.NET, OOP, T-SQL, WPF, Crystal Reports, Databases, DHTML, MongoDB, Visual Sourcesafe, Team Foundation Server, SSRS, SSIS, Aspose, Tumblr, Twitter, Github, Microsoft SQL Server, SQL Server Management..., Agile Methodologies, UML, SOA
Education
Shippensburg University of Pennsylvania 2000 — 2004
B.S, Computer Science, Mathematics (Minor)
Darryl Gaeman's Healthcare Finance Group Experience March 2007 - June 2015
Job Interim CTO / CIO Services
Industry Financial Services
Experience
Seeking next adventure August 2015 - Present
Healthcare Finance Group March 2007 - June 2015
CIT April 2005 - February 2007
Healthcare Business Credit Corporation April 1995 - April 2005
Contact Results, Inc 1993 - 1996
Skills
Network Architecture, Network Security, Network Administration, Infrastructure Planning, Microsoft Infrastructure, Software Implementation, Enterprise Software, Technology Evaluation, Technology Integration, Technology Development, Technology Planning, Process Improvement, Business Process..., Leveraging Technology, Healthcare IT, Healthcare Information..., HIPAA, New Venture Development, Start-ups, Start-up Environments, Growth Planning, Software Installation, Mobile Technology, Microsoft Technologies, Firewalls, Managing Employees, Managing Expectations, Managing Groups, Vision Creation, Infrastructure, Management, Information Technology, Executive Management, Integration, Mergers & Acquisitions, Enterprise Architecture, IT Management, Start-up Environment, Portfolio Management, Due Diligence, Vendor Management, Financial Analysis, Information Architecture, Information Security
Education
Drexel University 1981 — 1986
Bachelor of Science, Electrical Engineering
Seeking next adventure August 2015 - Present
Healthcare Finance Group March 2007 - June 2015
CIT April 2005 - February 2007
Healthcare Business Credit Corporation April 1995 - April 2005
Contact Results, Inc 1993 - 1996
Skills
Network Architecture, Network Security, Network Administration, Infrastructure Planning, Microsoft Infrastructure, Software Implementation, Enterprise Software, Technology Evaluation, Technology Integration, Technology Development, Technology Planning, Process Improvement, Business Process..., Leveraging Technology, Healthcare IT, Healthcare Information..., HIPAA, New Venture Development, Start-ups, Start-up Environments, Growth Planning, Software Installation, Mobile Technology, Microsoft Technologies, Firewalls, Managing Employees, Managing Expectations, Managing Groups, Vision Creation, Infrastructure, Management, Information Technology, Executive Management, Integration, Mergers & Acquisitions, Enterprise Architecture, IT Management, Start-up Environment, Portfolio Management, Due Diligence, Vendor Management, Financial Analysis, Information Architecture, Information Security
Education
Drexel University 1981 — 1986
Bachelor of Science, Electrical Engineering
David J. Lacasse David J. Lacasse's Healthcare Finance Group Experience January 2004 - August 2006
Job Director, Healthcare Collateral Consulting, LLC (djlacasse@gmail.com)
Industry Financial Services
Experience
Healthcare Collateral Consulting, LLC September 2006 - Present
Healthcare Finance Group January 2004 - August 2006
DVI Business Credit May 2001 - January 2004
Cambridge Technology Partners August 2000 - May 2001
Boston Scientific September 1998 - August 2000
Fleet Bank June 1997 - September 1998
Fleet Bank November 1995 - June 1997
Skills
Portfolio Management, Due Diligence, Finance, Credit, Financial Analysis, Asset Based Lending, Risk Management, Loans, Financial Risk, Credit Risk, Commercial Lending, Structured Finance, Managerial Finance, Credit Analysis, Underwriting, Corporate Finance, Commercial Banking, Factoring, Financial Structuring, Banking, Executive Management, Cash Flow Lending, Middle Market, Lines Of Credit, Auditing, Internal Controls, Internal Audit, Accounting, Syndications, Credit Portfolio..., Collateral Management, Term Loans, Term Sheets, Post Closing, Loan Structuring, Bridge Financing, Equipment Finance, Fraud Investigations, Policy Writing, Credit Facilities, Supervisory Skills, Private Equity, Business Analysis, Operational Risk, Relationship Management, Financial Modeling
Education
Southern New Hampshire University 1994 — 1995
Southern New Hampshire University 1991 — 1995
Bachelor of Science (BS), Economics and Finance
Southern New Hampshire University 1991 — 1995
BS, Economics and Finance
Healthcare Collateral Consulting, LLC September 2006 - Present
Healthcare Finance Group January 2004 - August 2006
DVI Business Credit May 2001 - January 2004
Cambridge Technology Partners August 2000 - May 2001
Boston Scientific September 1998 - August 2000
Fleet Bank June 1997 - September 1998
Fleet Bank November 1995 - June 1997
Skills
Portfolio Management, Due Diligence, Finance, Credit, Financial Analysis, Asset Based Lending, Risk Management, Loans, Financial Risk, Credit Risk, Commercial Lending, Structured Finance, Managerial Finance, Credit Analysis, Underwriting, Corporate Finance, Commercial Banking, Factoring, Financial Structuring, Banking, Executive Management, Cash Flow Lending, Middle Market, Lines Of Credit, Auditing, Internal Controls, Internal Audit, Accounting, Syndications, Credit Portfolio..., Collateral Management, Term Loans, Term Sheets, Post Closing, Loan Structuring, Bridge Financing, Equipment Finance, Fraud Investigations, Policy Writing, Credit Facilities, Supervisory Skills, Private Equity, Business Analysis, Operational Risk, Relationship Management, Financial Modeling
Education
Southern New Hampshire University 1994 — 1995
Southern New Hampshire University 1991 — 1995
Bachelor of Science (BS), Economics and Finance
Southern New Hampshire University 1991 — 1995
BS, Economics and Finance
Jorge Velez's Healthcare Finance Group Experience July 2002 - May 2009
Job
Industry Insurance
Experience
Imperial Insurance & Tax September 2014 - Present
ML12 Each One Teach One, Inc. June 2013 - Present
Real Estate Wealth Advisors, LLC September 2012 - March 2013
INFINITY SALES GROUP, LLC. January 2011 - August 2012
Healthcare Finance Group July 2002 - May 2009
Ernst and Young August 1993 - May 2002
Skills
General Insurance, Health Insurance, Affordable Care Act, Life & Health Insurance..., Management, CRM, Sales, Business Development, Financial Analysis, Training, Executive Management, Data Analysis, Finance, Team Leadership, Sales Management, Business Strategy, Risk Management, Selling, Due Diligence, Outsourcing, Portfolio Management, IT Management, Real Estate, Client Presentation, Network Security, Coaching, Asset Based Lending, Recruiting, Wealth Management, New Business Development, Credit, Banking, Organizational..., Sales Management..., Healthcare, Call Centers, Team Management, Call Center
Education
Gold Coast Professional Schools, Inc 2011 — 2012
Professional Certification
Fordham University 1989 — 1993
Bachelor of Science (B.S.)
Imperial Insurance & Tax September 2014 - Present
ML12 Each One Teach One, Inc. June 2013 - Present
Real Estate Wealth Advisors, LLC September 2012 - March 2013
INFINITY SALES GROUP, LLC. January 2011 - August 2012
Healthcare Finance Group July 2002 - May 2009
Ernst and Young August 1993 - May 2002
Skills
General Insurance, Health Insurance, Affordable Care Act, Life & Health Insurance..., Management, CRM, Sales, Business Development, Financial Analysis, Training, Executive Management, Data Analysis, Finance, Team Leadership, Sales Management, Business Strategy, Risk Management, Selling, Due Diligence, Outsourcing, Portfolio Management, IT Management, Real Estate, Client Presentation, Network Security, Coaching, Asset Based Lending, Recruiting, Wealth Management, New Business Development, Credit, Banking, Organizational..., Sales Management..., Healthcare, Call Centers, Team Management, Call Center
Education
Gold Coast Professional Schools, Inc 2011 — 2012
Professional Certification
Fordham University 1989 — 1993
Bachelor of Science (B.S.)
Oz Lindley's Healthcare Finance Group Experience September 2001 - January 2004
Job Senior Vice President/Business Development Officer at PNC Business Credit
Industry Banking
Experience
PNC Business Credit April 2010 - Present
PNC Bank 2010 - Present
RBS Business Capital April 2007 - July 2010
CapitalSource February 2004 - April 2007
Healthcare Finance Group September 2001 - January 2004
Summit Business Capital (now Bank of America) July 2000 - July 2001
Comerica Bank June 1989 - July 2000
Skills
Asset Based Lending, Private Equity, Commercial Lending, Loans, Mergers, Corporate Finance, Portfolio Management, Factoring, Due Diligence, Financial Modeling, Underwriting, Investment Banking, Restructuring, Capital Markets, Finance, Commercial Finance, Commercial Banking, Financial Analysis, Structured Finance, Financial Structuring, Mergers & Acquisitions, Credit, Cash Flow, Credit Analysis, Loan Origination, Middle Market
Education
University of Indianapolis 1997 — 1999
MBA, Management
University of Indianapolis - School of Business 1997 — 1999
MBA, Business Administration
Albion College 1985 — 1989
B.A., Economics and Management
PNC Business Credit April 2010 - Present
PNC Bank 2010 - Present
RBS Business Capital April 2007 - July 2010
CapitalSource February 2004 - April 2007
Healthcare Finance Group September 2001 - January 2004
Summit Business Capital (now Bank of America) July 2000 - July 2001
Comerica Bank June 1989 - July 2000
Skills
Asset Based Lending, Private Equity, Commercial Lending, Loans, Mergers, Corporate Finance, Portfolio Management, Factoring, Due Diligence, Financial Modeling, Underwriting, Investment Banking, Restructuring, Capital Markets, Finance, Commercial Finance, Commercial Banking, Financial Analysis, Structured Finance, Financial Structuring, Mergers & Acquisitions, Credit, Cash Flow, Credit Analysis, Loan Origination, Middle Market
Education
University of Indianapolis 1997 — 1999
MBA, Management
University of Indianapolis - School of Business 1997 — 1999
MBA, Business Administration
Albion College 1985 — 1989
B.A., Economics and Management
Joseph Goese's Healthcare Finance Group Experience September 2000 - February 2007
Job Business Analyst Gallagher Benefit Services (Arthur J. Gallagher & Co.)
Industry Information Technology and Services
Experience
Arthur J. Gallagher & Co. November 2008 - Present
The Nielsen Company February 2008 - September 2008
Healthcare Finance Group September 2000 - February 2007
DVI Inc. September 1998 - September 2000
Health Charge Corporation September 1993 - September 1998
Rush University Medical Center June 1986 - September 1993
Skills
Risk Management, Financial Analysis, Strategic Planning, Business Analysis, Team Building, Forecasting, Mergers, Business Process..., Vendor Management
Education
DePaul University
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management Information Systems
Arthur J. Gallagher & Co. November 2008 - Present
The Nielsen Company February 2008 - September 2008
Healthcare Finance Group September 2000 - February 2007
DVI Inc. September 1998 - September 2000
Health Charge Corporation September 1993 - September 1998
Rush University Medical Center June 1986 - September 1993
Skills
Risk Management, Financial Analysis, Strategic Planning, Business Analysis, Team Building, Forecasting, Mergers, Business Process..., Vendor Management
Education
DePaul University
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management Information Systems
Dean Whalen's Healthcare Finance Group Experience 2000 - 2004
Job at TD Bank USA
Industry Financial Services
Experience
TD Bank USA August 2010 - Present
CIT 2007 - 2008
Acorn Capital Group 2005 - 2007
Healthcare Finance Group 2000 - 2004
Deutsche Bank 1995 - 2000
Education
Babson College 1984 — 1988
TD Bank USA August 2010 - Present
CIT 2007 - 2008
Acorn Capital Group 2005 - 2007
Healthcare Finance Group 2000 - 2004
Deutsche Bank 1995 - 2000
Education
Babson College 1984 — 1988
Rossi Felix's Healthcare Finance Group Experience July 2010 - December 2010
Job Managing Director at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance May 2013 - Present
A-Team Auto Sales January 2011 - April 2013
Healthcare Finance Group July 2010 - December 2010
GMAC Health Capital June 2002 - July 2010
GE Capital May 2000 - May 2002
Heller Financial 1998 - April 2000
FINOVA Capital Corporation 1997 - 1998
Healthcare Financial Partners 1996 - 1998
Skills
Healthcare, Asset Based Lending, Underwriting, Portfolio Management, Commercial Lending, Credit, Corporate Finance, Financial Modeling
Education
Austin College 1981 — 1985
ba, business
Wells Fargo Capital Finance May 2013 - Present
A-Team Auto Sales January 2011 - April 2013
Healthcare Finance Group July 2010 - December 2010
GMAC Health Capital June 2002 - July 2010
GE Capital May 2000 - May 2002
Heller Financial 1998 - April 2000
FINOVA Capital Corporation 1997 - 1998
Healthcare Financial Partners 1996 - 1998
Skills
Healthcare, Asset Based Lending, Underwriting, Portfolio Management, Commercial Lending, Credit, Corporate Finance, Financial Modeling
Education
Austin College 1981 — 1985
ba, business
Barbara Kanter's Healthcare Finance Group Experience 2005 - 2006
Job Volunteer at National Council of Jewish Women
Industry Professional Training & Coaching
Experience
National Council of Jewish Women 2012 - Present
Speak IQ January 1986 - Present
League of Women Voters 2013 - 2013
Science Olympiad 2008 - 2011
Renaissance Properties 1990 - 2009
renaissance properties 1990 - 2009
Healthcare Finance Group 2005 - 2006
Skills
Training, Marketing, Social Media, Public Speaking, Digital Media, Marketing Strategy, English, Entrepreneurship, Nonprofits, Customer Service, Strategic Planning, Fundraising, Teaching, Leadership, Team Building
Education
Harvard University Graduate School of Design 1974 — 1977
MA, City Planning
Barnard College 1971 — 1974
BA, Sociology
Barnard College 1971 — 1974
Bachelor's degree, Sociolog
Seward Elementary School 1958 — 1965
New trier
U-High
National Council of Jewish Women 2012 - Present
Speak IQ January 1986 - Present
League of Women Voters 2013 - 2013
Science Olympiad 2008 - 2011
Renaissance Properties 1990 - 2009
renaissance properties 1990 - 2009
Healthcare Finance Group 2005 - 2006
Skills
Training, Marketing, Social Media, Public Speaking, Digital Media, Marketing Strategy, English, Entrepreneurship, Nonprofits, Customer Service, Strategic Planning, Fundraising, Teaching, Leadership, Team Building
Education
Harvard University Graduate School of Design 1974 — 1977
MA, City Planning
Barnard College 1971 — 1974
BA, Sociology
Barnard College 1971 — 1974
Bachelor's degree, Sociolog
Seward Elementary School 1958 — 1965
New trier
U-High
Mitchell Hollin's Healthcare Finance Group Experience 2005 - 2013
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners 2000 - Present
CompoSecure May 2015 - Present
Revitas 2014 - Present
Cedar Capital April 2013 - Present
Ultimus Fund Solutions, LLC June 2012 - Present
Professional Trading Solutions 2010 - Present
Heartland Payment Systems 2001 - Present
Healthcare Finance Group 2005 - 2013
Fleet One 2008 - 2012
Peachtree Settlement Funding 2006 - 2011
Skills
Mergers, Business Strategy, Private Equity, Growth Capital, Middle Market, Business Growth, Financial Services, Mergers & Acquisitions, Investments, Capital, Strategy, Entrepreneurship, Buyouts
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Management
LLR Partners 2000 - Present
CompoSecure May 2015 - Present
Revitas 2014 - Present
Cedar Capital April 2013 - Present
Ultimus Fund Solutions, LLC June 2012 - Present
Professional Trading Solutions 2010 - Present
Heartland Payment Systems 2001 - Present
Healthcare Finance Group 2005 - 2013
Fleet One 2008 - 2012
Peachtree Settlement Funding 2006 - 2011
Skills
Mergers, Business Strategy, Private Equity, Growth Capital, Middle Market, Business Growth, Financial Services, Mergers & Acquisitions, Investments, Capital, Strategy, Entrepreneurship, Buyouts
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Management
Robert D. Bert Lynch's Healthcare Finance Group Experience May 2000 - February 2010
Job Investments
Industry Banking
Experience
Independent Consultant February 2010 - Present
Borough of Oceanport, NJ January 2014 - July 2015
Healthcare Finance Group May 2000 - February 2010
Daiwa Securities America, Inc. June 1998 - May 2000
Medimax, Inc December 1995 - December 1996
Nikko Securities June 1989 - June 1995
EBASCO Services June 1985 - June 1987
Chase Manhattan Bank June 1977 - March 1985
Monmouth University June 1972 - June 1977
Skills
Investments, Credit Analysis, Finance, Corporate Finance, Due Diligence, Credit, Underwriting, Portfolio Management, Commercial Lending, Mergers & Acquisitions, Loans, Capital Markets, Structured Finance, Asset Based Lending
Education
Rutgers Business School 1971 — 1972
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1968 — 1971
BA, Economics
Newark Academy 1965 — 1967
St. Peter's Prep 1962 — 1965
Independent Consultant February 2010 - Present
Borough of Oceanport, NJ January 2014 - July 2015
Healthcare Finance Group May 2000 - February 2010
Daiwa Securities America, Inc. June 1998 - May 2000
Medimax, Inc December 1995 - December 1996
Nikko Securities June 1989 - June 1995
EBASCO Services June 1985 - June 1987
Chase Manhattan Bank June 1977 - March 1985
Monmouth University June 1972 - June 1977
Skills
Investments, Credit Analysis, Finance, Corporate Finance, Due Diligence, Credit, Underwriting, Portfolio Management, Commercial Lending, Mergers & Acquisitions, Loans, Capital Markets, Structured Finance, Asset Based Lending
Education
Rutgers Business School 1971 — 1972
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1968 — 1971
BA, Economics
Newark Academy 1965 — 1967
St. Peter's Prep 1962 — 1965
Marcia Ulrich's Healthcare Finance Group Experience May 2010 - June 2015
Job Sr Field Examiner at MidCap Financial Services, LLC
Industry Financial Services
Experience
Healthcare Finance Group May 2010 - June 2015
CIT Group Inc. (CIT) April 2007 - June 2009
CapitalSource Finance LLC November 2003 - April 2007
KPMG LLP March 1992 - July 2003
Coopers’ & Lybrand LLP January 1991 - March 1992
Skills
Accounting, Analysis, Asset Based Lending, Auditing, Banking, Due Diligence, Finance, Financial Analysis, Healthcare, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Planning, Training, Financial Modeling
Education
Florida International University - College of Business
BA and MBA, Accounting
Miami Dade College
Nido de Aguilas
Healthcare Finance Group May 2010 - June 2015
CIT Group Inc. (CIT) April 2007 - June 2009
CapitalSource Finance LLC November 2003 - April 2007
KPMG LLP March 1992 - July 2003
Coopers’ & Lybrand LLP January 1991 - March 1992
Skills
Accounting, Analysis, Asset Based Lending, Auditing, Banking, Due Diligence, Finance, Financial Analysis, Healthcare, Leadership, Management, Mergers, Portfolio Management, Process Improvement, Project Planning, Training, Financial Modeling
Education
Florida International University - College of Business
BA and MBA, Accounting
Miami Dade College
Nido de Aguilas
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY