Heller Financial
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Heller Financial Employees
Employee
Years
Job
Industry
Ellen Cook Ellen Cook's Heller Financial Experience October 1994 - October 1998
Job SVP Director of ABL Underwriting at MB Finanical Bank (formerly Cole Taylor Bank)
Industry Banking
Experience
MB Financial Bank, N.A. (formerly Cole Taylor Bank) March 2012 - Present
Cole Taylor Bank October 2008 - March 2012
Bank America October 2007 - October 2008
LaSalle Bank October 1998 - October 2007
Heller Financial October 1994 - October 1998
BT Commercial Corp September 1991 - October 1994
BT Commerical Corp June 1988 - September 1991
Drexel Burham Lambert 1985 - 1988
Ernst & Whinney May 1983 - May 1985
Skills
Asset Based Lending, Credit Analysis, Credit, Underwriting, Analysis, Accounting, Loan Origination, Loans, Commercial Lending
Education
Florida Agricultural and Mechanical University 1979 — 1983
B.S.
MB Financial Bank, N.A. (formerly Cole Taylor Bank) March 2012 - Present
Cole Taylor Bank October 2008 - March 2012
Bank America October 2007 - October 2008
LaSalle Bank October 1998 - October 2007
Heller Financial October 1994 - October 1998
BT Commercial Corp September 1991 - October 1994
BT Commerical Corp June 1988 - September 1991
Drexel Burham Lambert 1985 - 1988
Ernst & Whinney May 1983 - May 1985
Skills
Asset Based Lending, Credit Analysis, Credit, Underwriting, Analysis, Accounting, Loan Origination, Loans, Commercial Lending
Education
Florida Agricultural and Mechanical University 1979 — 1983
B.S.
Livia Freitas Monteforte Livia Freitas Monteforte's Heller Financial Experience 1995 - 1997
Job Broker/Owner at Freitas Realty Group
Industry Real Estate
Experience
Freitas Realty Group November 2005 - Present
Realty Executives January 2003 - November 2005
Kinlin Grover GMAC Real Estate January 1999 - January 2003
Deutsche Bank 1997 - 1999
Heller Financial 1995 - 1997
SeaCrest Resort 1994 - 1995
BayBank 1993 - 1994
Skills
Buyer Representation, Sellers, Short Sales, First Time Home Buyers, Listings, Foreclosures, Condos, Single Family Homes, New Home Sales, REO, Relocation, ABR, Investment Properties, Real Estate, Waterfront, 1031 Exchanges, Real Estate Marketing, FHA, Seniors, Referrals, Home Staging, New Homes, Corporate Relocation, Income Properties, Vacation Homes, Rentals, Seller Representation, Agents, SFR, HUD, Real Estate Development, Relocation Buyers, Move Up Buyers, Brokerage, Listing Homes, Luxury, Townhomes, Real Estate License, Selling, National Association of..., Leases, Residential Homes, Second Home, Property, Buyers, Council of Residential..., Real Estate Transactions, e-PRO, Property Management, Investors
Education
University of St. Petersberg 2001 — 2005
BS, Education
Fisher College 1995 — 2000
BA, Business Management
Freitas Realty Group November 2005 - Present
Realty Executives January 2003 - November 2005
Kinlin Grover GMAC Real Estate January 1999 - January 2003
Deutsche Bank 1997 - 1999
Heller Financial 1995 - 1997
SeaCrest Resort 1994 - 1995
BayBank 1993 - 1994
Skills
Buyer Representation, Sellers, Short Sales, First Time Home Buyers, Listings, Foreclosures, Condos, Single Family Homes, New Home Sales, REO, Relocation, ABR, Investment Properties, Real Estate, Waterfront, 1031 Exchanges, Real Estate Marketing, FHA, Seniors, Referrals, Home Staging, New Homes, Corporate Relocation, Income Properties, Vacation Homes, Rentals, Seller Representation, Agents, SFR, HUD, Real Estate Development, Relocation Buyers, Move Up Buyers, Brokerage, Listing Homes, Luxury, Townhomes, Real Estate License, Selling, National Association of..., Leases, Residential Homes, Second Home, Property, Buyers, Council of Residential..., Real Estate Transactions, e-PRO, Property Management, Investors
Education
University of St. Petersberg 2001 — 2005
BS, Education
Fisher College 1995 — 2000
BA, Business Management
Michael Janda Michael Janda's Heller Financial Experience 1978 - 1993
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
Darin Rauworth Darin Rauworth's Heller Financial Experience 2001 - 2001
Job Client Marketer / Client Account Manager at Deloitte
Industry Financial Services
Experience
Deloitte 2013 - Present
Freelance Marketing Consultant 2012 - 2013
First Midwest Bank 2005 - 2011
First Midwest Bank 2002 - 2005
Heller Financial 2001 - 2001
Heller Financial 1999 - 2001
Heller Financial 1996 - 1999
Duplex Products 1993 - 1996
Skills
Vendor Management, Program Management, B2B Marketing Strategy, B2B Marketing, Direct Marketing, Cross-Sell Program..., Web Content Creation, Market Research, Strategy, Cross Selling, Marketing Strategy, Budgets, Cross-functional Team..., Strategic Planning, Project Management, Finance, Leadership, Financial Analysis, Event Planning, Business Development, Forecasting, Sales, Management, Sales Operations, Marketing, New Business Development, B2B, Advertising, Executive Management, Segmentation, Lead Generation, Financial Services, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Strategy, Execution and Valuation
Knox College 1985 — 1990
B.A., Economics
DeKalb High School
Deloitte 2013 - Present
Freelance Marketing Consultant 2012 - 2013
First Midwest Bank 2005 - 2011
First Midwest Bank 2002 - 2005
Heller Financial 2001 - 2001
Heller Financial 1999 - 2001
Heller Financial 1996 - 1999
Duplex Products 1993 - 1996
Skills
Vendor Management, Program Management, B2B Marketing Strategy, B2B Marketing, Direct Marketing, Cross-Sell Program..., Web Content Creation, Market Research, Strategy, Cross Selling, Marketing Strategy, Budgets, Cross-functional Team..., Strategic Planning, Project Management, Finance, Leadership, Financial Analysis, Event Planning, Business Development, Forecasting, Sales, Management, Sales Operations, Marketing, New Business Development, B2B, Advertising, Executive Management, Segmentation, Lead Generation, Financial Services, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2005
MBA, Strategy, Execution and Valuation
Knox College 1985 — 1990
B.A., Economics
DeKalb High School
Maureen Treacy Maureen Treacy's Heller Financial Experience 1990 - 1991
Job Manager, HRIS at Presence Health
Industry Hospital & Health Care
Experience
Presence Health October 1994 - Present
Heller Financial 1990 - 1991
Midwest Stock Exchange 1985 - 1989
Chicago Stock Exchange 1985 - 1989
Bankers Life & Casualty Company 1978 - 1985
Conseco 1978 - 1985
Education
DePaul University 2004 — 2007
Lane Tech
Lane Tech
Lane Tech
Presence Health October 1994 - Present
Heller Financial 1990 - 1991
Midwest Stock Exchange 1985 - 1989
Chicago Stock Exchange 1985 - 1989
Bankers Life & Casualty Company 1978 - 1985
Conseco 1978 - 1985
Education
DePaul University 2004 — 2007
Lane Tech
Lane Tech
Lane Tech
Martin Burkhart Martin Burkhart's Heller Financial Experience 1994 - 1996
Job Business Development Manager, Management Resources at Brilliant ™
Industry Accounting
Experience
Brilliant ™ April 2014 - Present
Lawrence Ragan Communications 1996 - 2013
Heller Financial 1994 - 1996
Skills
Finance, Management, Business Development, Managerial Finance, Marketing, Accounting, Social Media, Leadership, Strategy, Budgets, Human Resources, Start-ups, Financial Analysis, Account Management, Financial Reporting, Forecasting
Education
DePaul University 1989 — 1993
Bachelor of Science (BS), Accounting
Brilliant ™ April 2014 - Present
Lawrence Ragan Communications 1996 - 2013
Heller Financial 1994 - 1996
Skills
Finance, Management, Business Development, Managerial Finance, Marketing, Accounting, Social Media, Leadership, Strategy, Budgets, Human Resources, Start-ups, Financial Analysis, Account Management, Financial Reporting, Forecasting
Education
DePaul University 1989 — 1993
Bachelor of Science (BS), Accounting
Sophia Taylor Love Sophia Taylor Love's Heller Financial Experience March 1998 - January 2000
Job
Industry Financial Services
Experience
Northern Trust July 2013 - Present
Connections for Abused Women and their Children January 2013 - December 2013
Bank of America (formerly LaSalle Bank NA) September 2006 - October 2012
LaSalle Bank (Acquired by Bank of America October 2007) September 2006 - March 2008
General Electric Company January 2002 - August 2006
Heller Financial (Acquired by GE Capital Corporation October 2001) January 2000 - June 2002
Heller Financial March 1998 - January 2000
Insight Communications January 1994 - February 1998
Skills
Mergers, LBO, Asset Based Lending, Financial Analysis, Credit Analysis, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Communication Skills, Analytical Skills, Multi Tasking, High level of initiative, Structured Finance, Recapitalizations, Portfolio Management, Risk Management, Asset Managment, Underwriting, Leveraged Finance, Cash Flow Lending, Budget Process, Financial Forecasting, Management, Mergers & Acquisitions, Asset Management, Banking, Financial Structuring, Commercial Banking, Business Development
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Hofstra University
BBA
Northern Trust July 2013 - Present
Connections for Abused Women and their Children January 2013 - December 2013
Bank of America (formerly LaSalle Bank NA) September 2006 - October 2012
LaSalle Bank (Acquired by Bank of America October 2007) September 2006 - March 2008
General Electric Company January 2002 - August 2006
Heller Financial (Acquired by GE Capital Corporation October 2001) January 2000 - June 2002
Heller Financial March 1998 - January 2000
Insight Communications January 1994 - February 1998
Skills
Mergers, LBO, Asset Based Lending, Financial Analysis, Credit Analysis, Financial Modeling, Due Diligence, Corporate Finance, Leadership, Communication Skills, Analytical Skills, Multi Tasking, High level of initiative, Structured Finance, Recapitalizations, Portfolio Management, Risk Management, Asset Managment, Underwriting, Leveraged Finance, Cash Flow Lending, Budget Process, Financial Forecasting, Management, Mergers & Acquisitions, Asset Management, Banking, Financial Structuring, Commercial Banking, Business Development
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Hofstra University
BBA
Sean Spring Sean Spring's Heller Financial Experience 1988 - 1993
Job Senior Vice President at Ares Management
Industry Banking
Experience
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Ares Management May 2015 - Present
First Capital March 2014 - May 2015
First Capital October 2011 - March 2014
Wells Fargo Capital Finance November 2006 - September 2011
CapitalSource Finance LLC 2005 - 2006
City National Bank 2004 - 2005
Bay View Financial 1998 - 2003
Union Bank of California 1995 - 1998
Heller Financial 1988 - 1993
Skills
Asset Based Lending, Loans, Restructuring, Syndications, Cash Flow Lending, Turn Around Management, Commercial Lending, Credit Analysis, Underwriting, Credit, Loan Origination, Middle Market, Portfolio Management, Commercial Finance, Leveraged Finance, Banking, Commercial Banking, Cash Flow, Finance, Small Business Lending, Financial Structuring, Refinance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1991 — 1993
MBA, Business Administration
San Diego State University-California State University 1985 — 1988
BA Economics
Harvard Business School 2009 — 2009
Exec Ed, Corp Restructuring M&A
Rusty Bramlett Rusty Bramlett's Heller Financial Experience 1985 - 1989
Job VP Business Development at MidCap Business Credit, LLC
Industry Banking
Experience
MidCap Business Credit, LLC May 2013 - Present
BB&T 2007 - May 2013
Fidelity Bank 2004 - 2007
Comerica 2001 - 2003
GE Capital 1999 - 2001
Emergent Business Capital 1996 - 1999
Coca-Cola Enterprises 1989 - 1992
Heller Financial 1985 - 1989
Skills
Loans, Asset Based Lending, Finance, Middle Market, Factoring, Credit, Underwriting, Commercial Lending, Banking, Funding, New Business Development, Financial Services, Financial Analysis, Accounting, Credit Analysis, Cash Flow, Loan Origination, Cash Management, Accounts Receivable, Commercial Finance, Sales, Leveraged Finance, Lines Of Credit, Commercial Banking, Commercial Real Estate, Small Business Lending, Financial Structuring, Business Development, Investment Banking, Credit Risk, Portfolio Management, Treasury Management, Cash Flow Lending, Working Capital..., Commercial Mortgages, Structured Finance
Education
Georgia College and State University 1981 — 1985
BBA, Accounting
MidCap Business Credit, LLC May 2013 - Present
BB&T 2007 - May 2013
Fidelity Bank 2004 - 2007
Comerica 2001 - 2003
GE Capital 1999 - 2001
Emergent Business Capital 1996 - 1999
Coca-Cola Enterprises 1989 - 1992
Heller Financial 1985 - 1989
Skills
Loans, Asset Based Lending, Finance, Middle Market, Factoring, Credit, Underwriting, Commercial Lending, Banking, Funding, New Business Development, Financial Services, Financial Analysis, Accounting, Credit Analysis, Cash Flow, Loan Origination, Cash Management, Accounts Receivable, Commercial Finance, Sales, Leveraged Finance, Lines Of Credit, Commercial Banking, Commercial Real Estate, Small Business Lending, Financial Structuring, Business Development, Investment Banking, Credit Risk, Portfolio Management, Treasury Management, Cash Flow Lending, Working Capital..., Commercial Mortgages, Structured Finance
Education
Georgia College and State University 1981 — 1985
BBA, Accounting
Tina McCormick Tina McCormick's Heller Financial Experience 1994 - 1995
Job Owner, Enterprise Tax Solutions, Inc.
Industry Information Technology and Services
Experience
Enterprise Tax Solutions, Inc. January 1999 - Present
BP Amoco 1995 - 1999
Heller Financial 1994 - 1995
First National Bank of Chicago 1988 - 1994
Robert F Murray and Company CPAs 1985 - 1988
Skills
Tax, SAP, SAP Data Retention Tool..., ERP, Process Improvement, Auditing, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Business Process..., Business Process, Tax Accounting, Corporate Tax, Business Analysis, SAP ERP, Income Tax
Education
DePaul University 1989 — 1991
Master of Science in Taxation
Michigan State University 1981 — 1985
Enterprise Tax Solutions, Inc. January 1999 - Present
BP Amoco 1995 - 1999
Heller Financial 1994 - 1995
First National Bank of Chicago 1988 - 1994
Robert F Murray and Company CPAs 1985 - 1988
Skills
Tax, SAP, SAP Data Retention Tool..., ERP, Process Improvement, Auditing, Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Business Process..., Business Process, Tax Accounting, Corporate Tax, Business Analysis, SAP ERP, Income Tax
Education
DePaul University 1989 — 1991
Master of Science in Taxation
Michigan State University 1981 — 1985
Jenni Shover Jenni Shover's Heller Financial Experience March 1996 - June 2001
Job Director of Marketing at BankUnited Small Business Finance
Industry Marketing and Advertising
Experience
BankUnited Small Business Finance November 2009 - Present
Cooperative Business Services, LLC March 2009 - October 2009
Community South Bank (Small Business Lending Division) July 2003 - December 2008
Bank of the West September 2001 - July 2003
Capital One April 2001 - September 2001
Heller Financial March 1996 - June 2001
The Money Store January 1994 - February 1996
SunTrust Bank July 1987 - December 1993
Skills
Small Business Lending, Marketing Communications, Internal Communications, Key Message Development, Copywriting, Ghostwriting, Website Copy, Email Marketing, Direct Marketing, Database Marketing, Multi-channel Marketing, Brand Development, Press Releases, Trade Show Management, Event Planning, Promotional Products, Corporate Gifts, Trade Shows, Marketing, Loans, Small Business, Business Development, Strategy, Credit, Commercial Real Estate, Commercial Lending, Loan Origination, Marketing Management, Start-ups, Underwriting, Finance, Commercial Banking
Education
Haslam College of Business at the University of Tennessee 1983 — 1987
Bachelor's, Finance
Bearden High School 1979 — 1983
BankUnited Small Business Finance November 2009 - Present
Cooperative Business Services, LLC March 2009 - October 2009
Community South Bank (Small Business Lending Division) July 2003 - December 2008
Bank of the West September 2001 - July 2003
Capital One April 2001 - September 2001
Heller Financial March 1996 - June 2001
The Money Store January 1994 - February 1996
SunTrust Bank July 1987 - December 1993
Skills
Small Business Lending, Marketing Communications, Internal Communications, Key Message Development, Copywriting, Ghostwriting, Website Copy, Email Marketing, Direct Marketing, Database Marketing, Multi-channel Marketing, Brand Development, Press Releases, Trade Show Management, Event Planning, Promotional Products, Corporate Gifts, Trade Shows, Marketing, Loans, Small Business, Business Development, Strategy, Credit, Commercial Real Estate, Commercial Lending, Loan Origination, Marketing Management, Start-ups, Underwriting, Finance, Commercial Banking
Education
Haslam College of Business at the University of Tennessee 1983 — 1987
Bachelor's, Finance
Bearden High School 1979 — 1983
Larry Swinney Larry Swinney's Heller Financial Experience 1996 - 1998
Job Senior Vice President at First Merit Bank Business Credit
Industry Banking
Experience
FirstMerit Bank Business Credit October 2014 - Present
Wells Fargo Capital Finance August 2006 - October 2014
Marquette Commercial Finance 2003 - August 2006
GMAC Commercial Finance 2001 - 2003
Suntrust Bank 1998 - 2001
Heller Financial 1996 - 1998
Nationsbanc Commercial Corporation 1984 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
BBA, Management
FirstMerit Bank Business Credit October 2014 - Present
Wells Fargo Capital Finance August 2006 - October 2014
Marquette Commercial Finance 2003 - August 2006
GMAC Commercial Finance 2001 - 2003
Suntrust Bank 1998 - 2001
Heller Financial 1996 - 1998
Nationsbanc Commercial Corporation 1984 - 1996
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1988
BBA, Management
Ron Andrusiak Ron Andrusiak's Heller Financial Experience 1999 - 2001
Job Vice President/Senior Loan Officer
Industry Financial Services
Experience
National Home Lending, dba Gold Star Financial August 2006 - Present
Chase Home Finance May 2004 - May 2006
GMAC Mortgage May 2002 - May 2004
Heller Financial 1999 - 2001
Skills
First Time Home Buyers, VA loans, FHA, FHA financing, Appraisals, Mortgage Lending, USDA, Mortgage Banking, Residential Mortgages, Certified Mortgage..., Loans, Government Loans, Reverse Mortgages, Refinance, Loan Origination, Commercial Lending, Referrals, Investment Properties, Real Estate, Foreclosures, Credit Analysis, Finance, Credit, Construction Loans, Residential Homes, Mortgage Underwriting, Mortgage Marketing, Sellers, Real Estate Financing, Underwriting, Commercial Mortgages, Small Business Lending, Home Equity Loans, VA Loans
Education
Eastern Michigan University 1991 — 1997
Bachelor of Science (BS)
National Home Lending, dba Gold Star Financial August 2006 - Present
Chase Home Finance May 2004 - May 2006
GMAC Mortgage May 2002 - May 2004
Heller Financial 1999 - 2001
Skills
First Time Home Buyers, VA loans, FHA, FHA financing, Appraisals, Mortgage Lending, USDA, Mortgage Banking, Residential Mortgages, Certified Mortgage..., Loans, Government Loans, Reverse Mortgages, Refinance, Loan Origination, Commercial Lending, Referrals, Investment Properties, Real Estate, Foreclosures, Credit Analysis, Finance, Credit, Construction Loans, Residential Homes, Mortgage Underwriting, Mortgage Marketing, Sellers, Real Estate Financing, Underwriting, Commercial Mortgages, Small Business Lending, Home Equity Loans, VA Loans
Education
Eastern Michigan University 1991 — 1997
Bachelor of Science (BS)
Ethan Miller Ethan Miller's Heller Financial Experience 1992 - 1996
Job Vice President of Finance at The Nathan Cummings Foundation
Industry Financial Services
Experience
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
The Nathan Cummings Foundation 2015 - Present
GE Antares Capital 2002 - 2013
IBJ Whitehall Financial 1997 - 2002
BHF-BANK 1996 - 1997
Heller Financial 1992 - 1996
The First National Bank of Chicago 1989 - 1992
Skills
Finance, Management, Credit, Private Equity, CRM, Loans, Leadership, Budgets, Negotiation, Financial Structuring, Relationship Management, Program Management, Underwriting, Project Management, Team Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
Masters in Management, Concentrations in Finance, Accounting and Management Policy
Hobart College 1979 — 1983
Bachelor of Arts (BA), Economics
Maret School 1972 — 1979
Harry Novak Harry Novak's Heller Financial Experience 1974 - 1987
Job Principal at H.I.G. WhiteHorse Direct Lending Group $10mm$100mm transaction size HRNovak@higwhitehorse.com
Industry Financial Services
Experience
H.I.G. WhiteHorse Direct Lending Group July 2015 - Present
First Capital July 2012 - April 2015
Buccino & Associates, Inc. 2002 - July 2012
Laux & Company 2000 - 2002
Gibson-Homans Company 1999 - 2000
Gibson-Homans Company 1989 - 1999
Golenberg & Associates 1987 - 1989
Heller Financial 1974 - 1987
Skills
Asset Based Lending, Business Loans, Loan Refinancings, Business Strategy, Business Management, Commercial Lending, Corporate Finance, Organizational..., Executive Management, Restructuring, Mergers, Business Acquisition, Business Valuations, Loans, Business Valuation, Refinancings, Mergers & Acquisitions, Turn Around Management, Due Diligence, Factoring, Management, Credit Analysis, Funding, Commercial Finance, Financial Analysis, Leveraged Finance, Banking, Middle Market, Private Equity, Debt Restructuring, Valuation, Portfolio Management, Financial Structuring, Credit, Structured Finance, Investment Banking, Recapitalizations, Financial Modeling, Cash Flow Lending, Cash Flow, Private Placements, Venture Capital, Commercial Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Finance
MacMurray College 1969 — 1973
B.S., Economics / Business
Chicago Vocational HS 1965 — 1969
Architectural Drafting
H.I.G. WhiteHorse Direct Lending Group July 2015 - Present
First Capital July 2012 - April 2015
Buccino & Associates, Inc. 2002 - July 2012
Laux & Company 2000 - 2002
Gibson-Homans Company 1999 - 2000
Gibson-Homans Company 1989 - 1999
Golenberg & Associates 1987 - 1989
Heller Financial 1974 - 1987
Skills
Asset Based Lending, Business Loans, Loan Refinancings, Business Strategy, Business Management, Commercial Lending, Corporate Finance, Organizational..., Executive Management, Restructuring, Mergers, Business Acquisition, Business Valuations, Loans, Business Valuation, Refinancings, Mergers & Acquisitions, Turn Around Management, Due Diligence, Factoring, Management, Credit Analysis, Funding, Commercial Finance, Financial Analysis, Leveraged Finance, Banking, Middle Market, Private Equity, Debt Restructuring, Valuation, Portfolio Management, Financial Structuring, Credit, Structured Finance, Investment Banking, Recapitalizations, Financial Modeling, Cash Flow Lending, Cash Flow, Private Placements, Venture Capital, Commercial Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Finance
MacMurray College 1969 — 1973
B.S., Economics / Business
Chicago Vocational HS 1965 — 1969
Architectural Drafting
David King, AIA, CFM, LEED® AP, SFP's Heller Financial Experience 2000 - 2001
Job Global Capacity Expansion at Amazon
Industry Real Estate
Experience
Amazon September 2012 - Present
Samson Carts & Dollies October 2001 - Present
CrateXpress September 2006 - June 2013
Northern Illinois University June 2007 - August 2012
IFMA - Chicago Chapter April 2006 - August 2012
Northern Illinois University May 2007 - April 2009
GE Commercial Finance October 2001 - September 2006
Heller Financial 2000 - 2001
The University of Chicago 1999 - 2001
FMC Corporation 1992 - 1999
Skills
Real Estate, Facilities Management, Mergers, Workflow Analysis, Construction, Consolidation, Construction Management, Strategic Planning, Contract Negotiation, Budgeting, Team Building, Contract Management, Process Improvement, Sustainability, Interior Architecture, Budgets, Project Management, Mergers & Acquisitions, Leadership, Operations Management, Vendor Management, Management, Finance, Program Management, Analysis, Six Sigma, Sales Management, Strategy, Business Development, Project Planning, Team Leadership, Marketing Strategy, Training, Marketing, Executive Management, New Business Development, Negotiation, Manufacturing
Education
USGBC-LEED AP for New Construction 2009 — 2009
GE-Accelerating Leadership Performance 2006 — 2006
GE Six Sigma Green Belt Training 2004 — 2005
DePaul University 1986 — 1989
BA
Lane Tech 1972 — 1976
Certified Facility Manager - CFM
IFMA- SFP
SFP-Sustainability Facility Professional
Licensed Architect
Amazon September 2012 - Present
Samson Carts & Dollies October 2001 - Present
CrateXpress September 2006 - June 2013
Northern Illinois University June 2007 - August 2012
IFMA - Chicago Chapter April 2006 - August 2012
Northern Illinois University May 2007 - April 2009
GE Commercial Finance October 2001 - September 2006
Heller Financial 2000 - 2001
The University of Chicago 1999 - 2001
FMC Corporation 1992 - 1999
Skills
Real Estate, Facilities Management, Mergers, Workflow Analysis, Construction, Consolidation, Construction Management, Strategic Planning, Contract Negotiation, Budgeting, Team Building, Contract Management, Process Improvement, Sustainability, Interior Architecture, Budgets, Project Management, Mergers & Acquisitions, Leadership, Operations Management, Vendor Management, Management, Finance, Program Management, Analysis, Six Sigma, Sales Management, Strategy, Business Development, Project Planning, Team Leadership, Marketing Strategy, Training, Marketing, Executive Management, New Business Development, Negotiation, Manufacturing
Education
USGBC-LEED AP for New Construction 2009 — 2009
GE-Accelerating Leadership Performance 2006 — 2006
GE Six Sigma Green Belt Training 2004 — 2005
DePaul University 1986 — 1989
BA
Lane Tech 1972 — 1976
Certified Facility Manager - CFM
IFMA- SFP
SFP-Sustainability Facility Professional
Licensed Architect
Dean Planeaux Dean Planeaux's Heller Financial Experience 1988 - 2003
Job Principal, Consulting Associates
Industry Management Consulting
Experience
Consulting Associates January 2011 - Present
Lenco Millwork & Distributors December 2005 - December 2010
GE Capital 2003 - 2004
Heller Financial 1988 - 2003
Skills
Marketing Management, Sales Management, Strategic Planning, Management Consulting, Team Building, Training, Customer Service, Risk Management, Finance, Banking, Portfolio Management, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Commercial Lending
Education
Emory University - Goizueta Business School
MBA, Marketing & Accounting
University of Notre Dame
BBA, Finance
Consulting Associates January 2011 - Present
Lenco Millwork & Distributors December 2005 - December 2010
GE Capital 2003 - 2004
Heller Financial 1988 - 2003
Skills
Marketing Management, Sales Management, Strategic Planning, Management Consulting, Team Building, Training, Customer Service, Risk Management, Finance, Banking, Portfolio Management, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Commercial Lending
Education
Emory University - Goizueta Business School
MBA, Marketing & Accounting
University of Notre Dame
BBA, Finance
Peter Hepner Peter Hepner's Heller Financial Experience 1996 - 1999
Job CEO, Founder at Purchasing Platform, LLC
Industry Real Estate
Experience
Purchasing Platform November 2011 - Present
Hometown America 2003 - 2012
Group One Investments 2001 - 2003
WallStreetView.com 1999 - 2001
Heller Financial 1996 - 1999
Education
DePauw University 1992 — 1996
BA, Economics
Niles West High School
Purchasing Platform November 2011 - Present
Hometown America 2003 - 2012
Group One Investments 2001 - 2003
WallStreetView.com 1999 - 2001
Heller Financial 1996 - 1999
Education
DePauw University 1992 — 1996
BA, Economics
Niles West High School
Laura Burger Laura Burger's Heller Financial Experience September 1995 - May 1998
Job US Recruitment Marketing Lead and Americas BPO Recruitment Marketing Lead at Accenture
Industry Management Consulting
Experience
Accenture December 2011 - Present
Accenture October 2007 - December 2011
Accenture March 2003 - October 2007
The Claremont Group/Nine Iron March 2001 - December 2002
Neovation May 1998 - March 2001
Heller Financial September 1995 - May 1998
United Vending August 1994 - September 1995
Skills
Strategy, Integrated Marketing, Competitive Analysis, Brand Development, Marketing, Market Research, Media Relations, Brand Management, Public Relations, Start-ups, Advertising, Management Consulting, Program Management, Management, Business Strategy, Leadership, Recruiting, Press Releases, Go-to-market Strategy, Sourcing, CRM, Project Planning, Sales
Education
Illinois State University 1990 — 1994
BA Communications, Public Relations Major
Accenture December 2011 - Present
Accenture October 2007 - December 2011
Accenture March 2003 - October 2007
The Claremont Group/Nine Iron March 2001 - December 2002
Neovation May 1998 - March 2001
Heller Financial September 1995 - May 1998
United Vending August 1994 - September 1995
Skills
Strategy, Integrated Marketing, Competitive Analysis, Brand Development, Marketing, Market Research, Media Relations, Brand Management, Public Relations, Start-ups, Advertising, Management Consulting, Program Management, Management, Business Strategy, Leadership, Recruiting, Press Releases, Go-to-market Strategy, Sourcing, CRM, Project Planning, Sales
Education
Illinois State University 1990 — 1994
BA Communications, Public Relations Major
Robert Lindeman Robert Lindeman's Heller Financial Experience July 1976 - June 1985
Job Chief Information Officer at Wintrust Financial
Industry Financial Services
Experience
Wintrust Financial October 2013 - Present
Wintrust Financial Corporation July 2008 - Present
FIRST Insurance Funding Corp December 1996 - Present
Blue Cross Blue Shield Association June 1985 - December 1996
Heller Financial July 1976 - June 1985
Skills
Financial Analysis, Risk Management, Credit, Insurance, Disaster Recovery, Loans, Enterprise Risk..., Data Analysis, Microsoft Office, Executive Management, Mergers, Project Management, Finance, Program Management, Leadership, Vendor Management, Business Analysis, Mergers & Acquisitions, Analysis, Management, Business Development
Education
DePaul University
National Louis University
BS, Business Management
Wintrust Financial October 2013 - Present
Wintrust Financial Corporation July 2008 - Present
FIRST Insurance Funding Corp December 1996 - Present
Blue Cross Blue Shield Association June 1985 - December 1996
Heller Financial July 1976 - June 1985
Skills
Financial Analysis, Risk Management, Credit, Insurance, Disaster Recovery, Loans, Enterprise Risk..., Data Analysis, Microsoft Office, Executive Management, Mergers, Project Management, Finance, Program Management, Leadership, Vendor Management, Business Analysis, Mergers & Acquisitions, Analysis, Management, Business Development
Education
DePaul University
National Louis University
BS, Business Management
Miranda Yu, CFA's Heller Financial Experience December 1996 - February 2001
Job Vice President at Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners)
Industry Financial Services
Experience
Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners) March 2013 - Present
Guggenheim Partners March 2008 - March 2013
Guggenheim Partners May 2004 - March 2008
ReeseMcMahon December 2001 - May 2004
Heller Financial December 1996 - February 2001
Skills
Fixed Income, Alternative Investments, Private Equity, Structured Finance, Hedge Funds, Portfolio Management, Financial Reporting, Financial Analysis, Financial Modeling, Capital Markets, Investment Management, Bloomberg, Finance, Investments, Valuation, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Illinois at Chicago
Bachelor's degree
Franklin Monroe Administrative Services (Sister Company of Guggenheim Partners) March 2013 - Present
Guggenheim Partners March 2008 - March 2013
Guggenheim Partners May 2004 - March 2008
ReeseMcMahon December 2001 - May 2004
Heller Financial December 1996 - February 2001
Skills
Fixed Income, Alternative Investments, Private Equity, Structured Finance, Hedge Funds, Portfolio Management, Financial Reporting, Financial Analysis, Financial Modeling, Capital Markets, Investment Management, Bloomberg, Finance, Investments, Valuation, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Illinois at Chicago
Bachelor's degree
Drew Jakubek Drew Jakubek's Heller Financial Experience 1995 - 1999
Job Managing Director, at Great American Group
Industry Banking
Experience
Great American Group January 2010 - Present
National City Business Credit 2007 - 2009
National Tile + Stone Corporation 1999 - 2003
Heller Financial 1995 - 1999
Skills
Small Business Lending, Valuation, Asset Based Lending, Investment Banking, Private Equity, Financial Modeling, Divestitures, Loans, Acquisitions, Financial Structuring, Strategic Financial..., Disposition, Portfolio Management, Appraisals, Corporate Finance, Venture Capital, Credit, Finance, Restructuring, Management, Mergers & Acquisitions, Investments, Capital Markets, Business Valuation, Structured Finance, Due Diligence, Financial Analysis, Loan Origination, Asset Management, M&A experience, Equities, Financial Services, LBO, Credit Analysis, Bloomberg, Banking, Financial Risk, Debt Restructuring, Risk Management
Education
Fairleigh Dickinson University 1985 — 1989
MBA, Finance
Susquehanna University 1978 — 1982
BS, Finance and Economics
Great American Group January 2010 - Present
National City Business Credit 2007 - 2009
National Tile + Stone Corporation 1999 - 2003
Heller Financial 1995 - 1999
Skills
Small Business Lending, Valuation, Asset Based Lending, Investment Banking, Private Equity, Financial Modeling, Divestitures, Loans, Acquisitions, Financial Structuring, Strategic Financial..., Disposition, Portfolio Management, Appraisals, Corporate Finance, Venture Capital, Credit, Finance, Restructuring, Management, Mergers & Acquisitions, Investments, Capital Markets, Business Valuation, Structured Finance, Due Diligence, Financial Analysis, Loan Origination, Asset Management, M&A experience, Equities, Financial Services, LBO, Credit Analysis, Bloomberg, Banking, Financial Risk, Debt Restructuring, Risk Management
Education
Fairleigh Dickinson University 1985 — 1989
MBA, Finance
Susquehanna University 1978 — 1982
BS, Finance and Economics
Diane Pekar Diane Pekar's Heller Financial Experience August 1985 - September 1987
Job Controller | Executive | Consultant
Industry Accounting
Experience
Insurance Agency February 2013 - October 2013
Robert Half Management Resources March 2013 - July 2013
Omeda Communications, Inc. June 1994 - June 2012
Heller Financial August 1985 - September 1987
Heller Financial, Inc. October 1981 - August 1985
Heller Financial, Inc. July 1979 - October 1981
Heller Financial, Inc. February 1975 - July 1979
Skills
Budgets, Internal Controls, Cash Flow, Cash Management, CPA, Financial Reporting, Process Improvement, Accounts Receivable, Accounting, Cash Flow Forecasting, Microsoft Excel, Financial Analysis, Managerial Finance
Education
Governors State University
BS Business & Public Administration, Accounting
Insurance Agency February 2013 - October 2013
Robert Half Management Resources March 2013 - July 2013
Omeda Communications, Inc. June 1994 - June 2012
Heller Financial August 1985 - September 1987
Heller Financial, Inc. October 1981 - August 1985
Heller Financial, Inc. July 1979 - October 1981
Heller Financial, Inc. February 1975 - July 1979
Skills
Budgets, Internal Controls, Cash Flow, Cash Management, CPA, Financial Reporting, Process Improvement, Accounts Receivable, Accounting, Cash Flow Forecasting, Microsoft Excel, Financial Analysis, Managerial Finance
Education
Governors State University
BS Business & Public Administration, Accounting
Charlie Kepner Charlie Kepner's Heller Financial Experience March 1999 - June 2002
Job VPSpecial Asset Manager at First Bank
Industry Banking
Experience
First Bank January 2004 - December 2012
Fifth Third Bank August 2002 - August 2003
Heller Financial March 1999 - June 2002
Great Lakes Bank, N.A. April 1995 - March 1999
FDIC - Resolution Trust Corporation 1989 - 1995
Farm Credit Bank of St. Louis - Special Assets 1986 - 1987
Agristor Credit Corporation 1983 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Small Business Lending, Banking, Credit Risk, Commercial Mortgages, Portfolio Management, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign 1981 — 1983
Bachelor of Science (BS), Agricultural Economics
Highland Community College 1979 — 1981
Associate Degree, Agricultural Economics
First Bank January 2004 - December 2012
Fifth Third Bank August 2002 - August 2003
Heller Financial March 1999 - June 2002
Great Lakes Bank, N.A. April 1995 - March 1999
FDIC - Resolution Trust Corporation 1989 - 1995
Farm Credit Bank of St. Louis - Special Assets 1986 - 1987
Agristor Credit Corporation 1983 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Small Business Lending, Banking, Credit Risk, Commercial Mortgages, Portfolio Management, Cash Flow Lending
Education
University of Illinois at Urbana-Champaign 1981 — 1983
Bachelor of Science (BS), Agricultural Economics
Highland Community College 1979 — 1981
Associate Degree, Agricultural Economics
Katie Bronec Katie Bronec's Heller Financial Experience December 1993 - January 2000
Job Director of Communications and Strategic Initiatives at Publicis Groupe
Industry Information Technology and Services
Experience
Publicis Groupe December 2014 - Present
Publicis Groupe February 2010 - December 2014
Publicis Groupe - Re:Sources IT January 2008 - January 2010
Publicis Groupe/ReSources IT 2007 - January 2008
Federal Home Loan Bank November 2005 - February 2007
GE Capital January 2003 - 2005
Heller Financial December 1993 - January 2000
Skills
Project Portfolio..., Integration, ERP, IT Strategy, Vendor Management, SDLC, Business Analysis, IT Service Management
Education
Northern Illinois University 1986 — 1990
Bachelor of Science, Health and Business Administration
DePaul University
Computer Science Certification
Publicis Groupe December 2014 - Present
Publicis Groupe February 2010 - December 2014
Publicis Groupe - Re:Sources IT January 2008 - January 2010
Publicis Groupe/ReSources IT 2007 - January 2008
Federal Home Loan Bank November 2005 - February 2007
GE Capital January 2003 - 2005
Heller Financial December 1993 - January 2000
Skills
Project Portfolio..., Integration, ERP, IT Strategy, Vendor Management, SDLC, Business Analysis, IT Service Management
Education
Northern Illinois University 1986 — 1990
Bachelor of Science, Health and Business Administration
DePaul University
Computer Science Certification
Marty Heilmann Marty Heilmann's Heller Financial Experience 2000 - 2001
Job Principal at By the Blue Line
Industry Financial Services
Experience
By the Blue Line June 2008 - Present
RSM Corvus January 2009 - January 2011
GE Real Estate September 2000 - January 2009
Heller Financial 2000 - 2001
Fogelson Companies October 1997 - August 2000
Leo Burnett Advertising August 1992 - October 1997
Skills
Due Diligence, Investment Properties, Commercial Real Estate, Portfolio Management, Residential Homes, Underwriting, Negotiation, Financial Structuring, Commercial Mortgages, Real Estate Economics, Valuation, Asset Management, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1996 — 2000
MBA, Finance & Real Estate
DePaul University 1990 — 1991
M.S., Accounting
The University of Chicago 1986 — 1990
B.A., Psychology
South End
By the Blue Line June 2008 - Present
RSM Corvus January 2009 - January 2011
GE Real Estate September 2000 - January 2009
Heller Financial 2000 - 2001
Fogelson Companies October 1997 - August 2000
Leo Burnett Advertising August 1992 - October 1997
Skills
Due Diligence, Investment Properties, Commercial Real Estate, Portfolio Management, Residential Homes, Underwriting, Negotiation, Financial Structuring, Commercial Mortgages, Real Estate Economics, Valuation, Asset Management, Investments, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1996 — 2000
MBA, Finance & Real Estate
DePaul University 1990 — 1991
M.S., Accounting
The University of Chicago 1986 — 1990
B.A., Psychology
South End
BethMarie Willis BethMarie Willis's Heller Financial Experience June 1999 - October 2001
Job Senior Vice President, Risk Management
Industry Financial Services
Experience
GE Capital Commercial Lending & Leasing North America June 2012 - Present
Independent Consultant November 2009 - Present
Bazonic Technologies 2001 - May 2014
Securant Bank & Trust January 2012 - June 2012
Southport Bank March 2009 - July 2010
Merrill Lynch July 2006 - June 2008
GE Commercial Finance March 2005 - July 2006
GE Commercial Finance May 2004 - March 2005
GE Commercial Finance October 2001 - May 2004
Heller Financial June 1999 - October 2001
Skills
Loans, Risk Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, Project Management, Leadership, Six Sigma, Process Improvement, Management, Financial Services, Business Process..., Banking, Strategy, Credit, Analysis, Portfolio Management, Mergers, Integration, Software Documentation, Operational Risk..., Change Management, Business Analysis, Due Diligence, Relationship Management, Mergers & Acquisitions
Education
GE Crotonville 2015 — 2015
Leadership - Advanced Manager Course
GE Crotonville 2015 — 2015
Change Acceleration Process Coach
GE Crotonville 2015 — 2015
Influencing Skills
GE Crotonville 2015 — 2015
Effective Meeting Facilitation
GE Crotonville 2015 — 2015
Leading in a Matrixed Organization
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Prerequisite Program for MBA with E-Commerce focus
American Institute for Paralegal Studies 1996 — 1997
Paralegal Certificate
University of Wisconsin-Madison 1987 — 1993
Bachelor of Arts, Double Major: Political Science & International Relations; Minor in Spanish
PMPerfect
Project Management Professional (PMP) Certification
GE Capital Commercial Lending & Leasing North America June 2012 - Present
Independent Consultant November 2009 - Present
Bazonic Technologies 2001 - May 2014
Securant Bank & Trust January 2012 - June 2012
Southport Bank March 2009 - July 2010
Merrill Lynch July 2006 - June 2008
GE Commercial Finance March 2005 - July 2006
GE Commercial Finance May 2004 - March 2005
GE Commercial Finance October 2001 - May 2004
Heller Financial June 1999 - October 2001
Skills
Loans, Risk Management, Program Management, Cross-functional Team..., Business Process..., Strategic Planning, Project Management, Leadership, Six Sigma, Process Improvement, Management, Financial Services, Business Process..., Banking, Strategy, Credit, Analysis, Portfolio Management, Mergers, Integration, Software Documentation, Operational Risk..., Change Management, Business Analysis, Due Diligence, Relationship Management, Mergers & Acquisitions
Education
GE Crotonville 2015 — 2015
Leadership - Advanced Manager Course
GE Crotonville 2015 — 2015
Change Acceleration Process Coach
GE Crotonville 2015 — 2015
Influencing Skills
GE Crotonville 2015 — 2015
Effective Meeting Facilitation
GE Crotonville 2015 — 2015
Leading in a Matrixed Organization
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
Prerequisite Program for MBA with E-Commerce focus
American Institute for Paralegal Studies 1996 — 1997
Paralegal Certificate
University of Wisconsin-Madison 1987 — 1993
Bachelor of Arts, Double Major: Political Science & International Relations; Minor in Spanish
PMPerfect
Project Management Professional (PMP) Certification
Elizabeth Edelman Elizabeth Edelman's Heller Financial Experience 1984 - 2001
Job General Counsel Compliance and Privacy Officer at RiverMend Health
Industry Health, Wellness and Fitness
Experience
RiverMend Health October 2014 - Present
CAN Capital ( f/k/a Capital Access Network, Inc) September 2012 - October 2014
Axiom is a 900-person firm, serving nearly half the June 2012 - September 2012
Swett & Crawford June 2006 - May 2012
RBC Centura 2001 - 2006
RBC Bank June 2000 - June 2005
Heller Financial 1984 - 2001
Skills
Corporate Law, Legal Issues, Mergers, Corporate Governance, Litigation, Privacy Law, Due Diligence, Insurance, Risk Management, Private Equity, Contract Negotiation, Regulatory Affairs, Banking, Mortgage Lending, M&A experience, International M&A, Financial Regulation, Litigation Management, Banking Law, General Corporate..., Mergers & Acquisitions, Insurance Law, Arbitration, Liability, Joint Ventures, Dispute Resolution, Employment Law, Professional Liability, Legal Research, Commercial Litigation, Mediation, Licensing, Legal Writing, Intellectual Property, Competition Law, Civil Litigation, Financial Risk, Negotiation, Legal Compliance, Securities Regulation, Restructuring, Business Transactions, Bankruptcy, Fraud, FCPA, Trade Secrets, Product Liability, Alternative Dispute..., Construction Law, Claim
Education
Emory University School of Law 1977 — 1980
Doctor of Law (JD), Law
Michigan State University 1973 — 1977
BA, Criminal Justice
Henry Ford High 1970 — 1973
RiverMend Health October 2014 - Present
CAN Capital ( f/k/a Capital Access Network, Inc) September 2012 - October 2014
Axiom is a 900-person firm, serving nearly half the June 2012 - September 2012
Swett & Crawford June 2006 - May 2012
RBC Centura 2001 - 2006
RBC Bank June 2000 - June 2005
Heller Financial 1984 - 2001
Skills
Corporate Law, Legal Issues, Mergers, Corporate Governance, Litigation, Privacy Law, Due Diligence, Insurance, Risk Management, Private Equity, Contract Negotiation, Regulatory Affairs, Banking, Mortgage Lending, M&A experience, International M&A, Financial Regulation, Litigation Management, Banking Law, General Corporate..., Mergers & Acquisitions, Insurance Law, Arbitration, Liability, Joint Ventures, Dispute Resolution, Employment Law, Professional Liability, Legal Research, Commercial Litigation, Mediation, Licensing, Legal Writing, Intellectual Property, Competition Law, Civil Litigation, Financial Risk, Negotiation, Legal Compliance, Securities Regulation, Restructuring, Business Transactions, Bankruptcy, Fraud, FCPA, Trade Secrets, Product Liability, Alternative Dispute..., Construction Law, Claim
Education
Emory University School of Law 1977 — 1980
Doctor of Law (JD), Law
Michigan State University 1973 — 1977
BA, Criminal Justice
Henry Ford High 1970 — 1973
Douglas Barnard Douglas Barnard's Heller Financial Experience June 1996 - June 1998
Job Chief Operating Officer at Harold Zeigler Automotive Group
Industry Financial Services
Experience
Harold Zeigler Automotive Group April 2011 - Present
Mitchson Management, Inc. October 2009 - December 2011
AFC LLC November 2005 - April 2010
Pentech Financial Services 2003 - 2005
Descap Securities August 2000 - October 2003
Transamerica Commercial Finance December 1998 - July 2000
Heller Financial June 1996 - June 1998
GE Capital April 1992 - May 1996
General Electric January 1990 - March 1992
Skills
Financial Analysis, Finance, Credit, Credit Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Hamilton College 1985 — 1989
AB, Economics
Belmont Hill School 1981 — 1985
Harold Zeigler Automotive Group April 2011 - Present
Mitchson Management, Inc. October 2009 - December 2011
AFC LLC November 2005 - April 2010
Pentech Financial Services 2003 - 2005
Descap Securities August 2000 - October 2003
Transamerica Commercial Finance December 1998 - July 2000
Heller Financial June 1996 - June 1998
GE Capital April 1992 - May 1996
General Electric January 1990 - March 1992
Skills
Financial Analysis, Finance, Credit, Credit Risk
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Hamilton College 1985 — 1989
AB, Economics
Belmont Hill School 1981 — 1985
Miles McManus Miles McManus's Heller Financial Experience 1994 - 1999
Job Corporate Finance Professional
Industry Banking
Experience
Citi October 1981 - Present
Heller Financial 1994 - 1999
Skills
Asset Based Lending, Leveraged Finance, Commercial Finance, Commercial Lending, Structured Finance, Loans, Financial Structuring, Credit, Corporate Finance, Credit Analysis, Debt Restructuring, Syndications, Portfolio Management, Restructuring, Capital Markets, Credit Risk, Due Diligence, Funding, Banking, Factoring, Business Valuation, Risk Management, Investment Banking, Private Equity, Finance, Underwriting
Education
Georgia State University 1972 — 1978
Bachelor of Business Administration (BBA), Accounting
Citi October 1981 - Present
Heller Financial 1994 - 1999
Skills
Asset Based Lending, Leveraged Finance, Commercial Finance, Commercial Lending, Structured Finance, Loans, Financial Structuring, Credit, Corporate Finance, Credit Analysis, Debt Restructuring, Syndications, Portfolio Management, Restructuring, Capital Markets, Credit Risk, Due Diligence, Funding, Banking, Factoring, Business Valuation, Risk Management, Investment Banking, Private Equity, Finance, Underwriting
Education
Georgia State University 1972 — 1978
Bachelor of Business Administration (BBA), Accounting
Cynthia Cuyjet Cynthia Cuyjet's Heller Financial Experience April 1993 - August 1999
Job
Industry Hospital & Health Care
Experience
Cuyjet Management Consultants, Inc. January 2010 - Present
Health Care Service Corporation (dba Blue Cross Blue Shield Illinois,Texas, New Mexico and Oklahoma) January 2006 - December 2009
University of Chicago Graduate School of Business May 2003 - November 2005
ABN AMRO, Chicago, Illinois August 1999 - May 2002
Heller Financial April 1993 - August 1999
Cuyjet Management Consultants, Inc May 1987 - April 1993
Education
Fordham University
BA
New Jersey City University
MA
New York University
Cuyjet Management Consultants, Inc. January 2010 - Present
Health Care Service Corporation (dba Blue Cross Blue Shield Illinois,Texas, New Mexico and Oklahoma) January 2006 - December 2009
University of Chicago Graduate School of Business May 2003 - November 2005
ABN AMRO, Chicago, Illinois August 1999 - May 2002
Heller Financial April 1993 - August 1999
Cuyjet Management Consultants, Inc May 1987 - April 1993
Education
Fordham University
BA
New Jersey City University
MA
New York University
Andy Shires Andy Shires's Heller Financial Experience 1997 - 2001
Job Managing Director at Greystone & Co.
Industry Real Estate
Experience
Greystone & Co. May 2015 - Present
Greystone & Co. January 2011 - Present
Greystone & Co. January 2011 - March 2012
Greystone & Co. July 2009 - December 2010
ING Investment Management June 2007 - January 2009
Fremont Investment and Loan September 2005 - June 2007
Merrill Lynch December 2003 - August 2005
Merrill Lynch June 2002 - December 2003
GE Capital November 2001 - June 2002
Heller Financial 1997 - 2001
Skills
Asset Managment, Real Estate Economics, Loans, Mezzanine, CMBS, Commercial Real Estate, Asset Management, Valuation, Real Estate Development, Investments, Real Estate, Credit, Portfolio Management, Credit Analysis, Finance, Property Management, Mortgage Lending
Education
Kennesaw State University 1998 — 2002
MBA, Finance
Georgia State University 1990 — 1993
BBA, Real Estate
Greystone & Co. May 2015 - Present
Greystone & Co. January 2011 - Present
Greystone & Co. January 2011 - March 2012
Greystone & Co. July 2009 - December 2010
ING Investment Management June 2007 - January 2009
Fremont Investment and Loan September 2005 - June 2007
Merrill Lynch December 2003 - August 2005
Merrill Lynch June 2002 - December 2003
GE Capital November 2001 - June 2002
Heller Financial 1997 - 2001
Skills
Asset Managment, Real Estate Economics, Loans, Mezzanine, CMBS, Commercial Real Estate, Asset Management, Valuation, Real Estate Development, Investments, Real Estate, Credit, Portfolio Management, Credit Analysis, Finance, Property Management, Mortgage Lending
Education
Kennesaw State University 1998 — 2002
MBA, Finance
Georgia State University 1990 — 1993
BBA, Real Estate
Eddie Carpenter Eddie Carpenter's Heller Financial Experience 1995 - 1998
Job Director at AloStar Bank Of Commerce
Industry Banking
Experience
AloStar Bank Of Commerce 2012 - Present
M&F Bank 2010 - 2012
ING 1998 - 2009
Heller Financial 1995 - 1998
Bank of America 1991 - 1995
Citi 1987 - 1991
Skills
Asset Based Lending, Portfolio Management, Commercial Lending, Finance, Financial Analysis, Banking, Commercial Banking, Credit
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business
Bachelor's Degree, Accounting
AloStar Bank Of Commerce 2012 - Present
M&F Bank 2010 - 2012
ING 1998 - 2009
Heller Financial 1995 - 1998
Bank of America 1991 - 1995
Citi 1987 - 1991
Skills
Asset Based Lending, Portfolio Management, Commercial Lending, Finance, Financial Analysis, Banking, Commercial Banking, Credit
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (M.B.A.)
University of Georgia - Terry College of Business
Bachelor's Degree, Accounting
David Roeder's Heller Financial Experience 1996 - 1997
Job Senior Vice President, Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Greg Dunn Greg Dunn's Heller Financial Experience 1993 - 2001
Job Director of Sales and Marketing
Industry Commercial Real Estate
Experience
Greater Texas Capital Corp. January 2009 - Present
Principal Financial Group 2007 - 2009
Lehman Brothers Small Business Finance 2006 - 2007
Zions National Real Estate Group 2002 - 2006
Heller Financial 1993 - 2001
Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending
Education
East Central University 1982 — 1986
Greater Texas Capital Corp. January 2009 - Present
Principal Financial Group 2007 - 2009
Lehman Brothers Small Business Finance 2006 - 2007
Zions National Real Estate Group 2002 - 2006
Heller Financial 1993 - 2001
Skills
Loans, SBA 504, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Finance, Real Estate, Banking, Business Development, Loan Origination, Credit, SBA, Property, Structured Finance, Investments, Commercial Finance, Financial Analysis, Underwriting, Commercial Banking, Small Business Lending, Real Estate Financing, Small Business, Mortgage Banking, Management, Mergers & Acquisitions, Real Estate Economics, Credit Risk, Financial Structuring, Mortgage Lending
Education
East Central University 1982 — 1986
Rainer Zeck, MBA Rainer Zeck, MBA's Heller Financial Experience 1999 - 2001
Job Director Acquisition Finance at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey May 2015 - Present
Fifth Third Bank 2009 - Present
CapitalSource Corporate Finance 2005 - 2008
GE Capital - Global Sponsor Finance 2001 - 2005
Heller Financial 1999 - 2001
SunTrust Structured Finance 1996 - 1999
Skills
Corporate Finance, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Capital Markets, Investments, Credit, Business Development, Structured Finance, Loans, Management
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Vanderbilt University 1980 — 1984
BSE, Engineering
SunTrust Robinson Humphrey May 2015 - Present
Fifth Third Bank 2009 - Present
CapitalSource Corporate Finance 2005 - 2008
GE Capital - Global Sponsor Finance 2001 - 2005
Heller Financial 1999 - 2001
SunTrust Structured Finance 1996 - 1999
Skills
Corporate Finance, Portfolio Management, Mergers & Acquisitions, Finance, Financial Analysis, Capital Markets, Investments, Credit, Business Development, Structured Finance, Loans, Management
Education
Emory University - Goizueta Business School 1985 — 1987
MBA, Finance
Vanderbilt University 1980 — 1984
BSE, Engineering
Paul Horton Paul Horton's Heller Financial Experience September 1997 - October 2001
Job Managing Director at NewStar Financial
Industry Investment Management
Experience
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
Jeanie Heald Hamilton Jeanie Heald Hamilton's Heller Financial Experience 1994 - 2001
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2010 - Present
JPMorgan August 2008 - January 2010
Aon January 2002 - August 2008
Heller Financial 1994 - 2001
Household International 1990 - 1995
Skills
Treasury Management, Cash Management, Debt, Treasury Services, Relationship Management, Relationship Building, Cash, Banking, Commercial Paper, Finance, Financial Institutions, Financial Services, Payments, Treasury, Working Capital...
Education
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Business Administration (MBA), Finance, General
JP Morgan January 2010 - Present
JPMorgan August 2008 - January 2010
Aon January 2002 - August 2008
Heller Financial 1994 - 2001
Household International 1990 - 1995
Skills
Treasury Management, Cash Management, Debt, Treasury Services, Relationship Management, Relationship Building, Cash, Banking, Commercial Paper, Finance, Financial Institutions, Financial Services, Payments, Treasury, Working Capital...
Education
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Business Administration (MBA), Finance, General
Bill Dawkins Bill Dawkins's Heller Financial Experience 1990 - 1998
Job Chief Financial Officer at H.I.S. BridgeBuilders
Industry Nonprofit Organization Management
Experience
H.I.S. BridgeBuilders 2011 - Present
Crossview Ventures, LLC 2009 - Present
Dallas Baptist University September 2013 - Present
Aguirre Roden, Inc. 2007 - 2009
SITE Enterprises 2003 - 2007
TXU 2001 - 2003
Enron Energy Services 1998 - 2001
Heller Financial 1990 - 1998
Pepsi Bottling Group 1986 - 1988
Skills
Energy, Business Strategy, Finance, Start-ups, Business Development, Risk Management, Enterprise Software, Analysis, Budgets, Forecasting, Investments, Leadership, Sales, Management, Corporate Finance, Project Finance, CRM, Strategic Financial..., Brand Management, Portfolio Management, Strategic Planning, Construction, P&L Management, Feasibility Studies, Construction Management, Entrepreneurship, Management Consulting, Project Management, Team Building, Mergers & Acquisitions, Due Diligence, Negotiation, Financial Planning
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance, Economics, and Accounting
Grand Canyon University 1982 — 1984
B.S., Finance, Economics, and Computer Science
H.I.S. BridgeBuilders 2011 - Present
Crossview Ventures, LLC 2009 - Present
Dallas Baptist University September 2013 - Present
Aguirre Roden, Inc. 2007 - 2009
SITE Enterprises 2003 - 2007
TXU 2001 - 2003
Enron Energy Services 1998 - 2001
Heller Financial 1990 - 1998
Pepsi Bottling Group 1986 - 1988
Skills
Energy, Business Strategy, Finance, Start-ups, Business Development, Risk Management, Enterprise Software, Analysis, Budgets, Forecasting, Investments, Leadership, Sales, Management, Corporate Finance, Project Finance, CRM, Strategic Financial..., Brand Management, Portfolio Management, Strategic Planning, Construction, P&L Management, Feasibility Studies, Construction Management, Entrepreneurship, Management Consulting, Project Management, Team Building, Mergers & Acquisitions, Due Diligence, Negotiation, Financial Planning
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA, Finance, Economics, and Accounting
Grand Canyon University 1982 — 1984
B.S., Finance, Economics, and Computer Science
Christopher Janc Christopher Janc's Heller Financial Experience November 1999 - March 2002
Job Executive Director, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan November 2009 - Present
DuPage County Water Commission January 2011 - December 2014
Madison Capital Funding LLC March 2002 - February 2009
Heller Financial November 1999 - March 2002
Harris Trust & Savings Bank February 1998 - November 1999
American National Bank of Chicago February 1995 - February 1998
USMC August 1989 - July 1992
Skills
Credit Analysis, Relationship Management, New Business Development, Leveraged Finance, Middle Market, Wealth Management, LBO, Economics, Portfolio Management, Private Equity, Debt, Capital Markets, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Investments, Structured Finance, Credit, Competitive Analysis, Financial Advisory, Loans
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Illinois State University 1992 — 1994
BS, Political Science, Economics
University of Iowa 1986 — 1988
N/A, Political Science
Saint Viator 1982 — 1986
J.P. Morgan November 2009 - Present
DuPage County Water Commission January 2011 - December 2014
Madison Capital Funding LLC March 2002 - February 2009
Heller Financial November 1999 - March 2002
Harris Trust & Savings Bank February 1998 - November 1999
American National Bank of Chicago February 1995 - February 1998
USMC August 1989 - July 1992
Skills
Credit Analysis, Relationship Management, New Business Development, Leveraged Finance, Middle Market, Wealth Management, LBO, Economics, Portfolio Management, Private Equity, Debt, Capital Markets, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Investments, Structured Finance, Credit, Competitive Analysis, Financial Advisory, Loans
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Illinois State University 1992 — 1994
BS, Political Science, Economics
University of Iowa 1986 — 1988
N/A, Political Science
Saint Viator 1982 — 1986
Bob Hedstrom Bob Hedstrom's Heller Financial Experience 1984 - 1986
Job Director Sales, Marketing and Product Development at Horizontech, Inc.
Industry Information Services
Experience
Horizontech, Inc. May 2010 - Present
Returned Mail Solutions, Inc. 2006 - May 2010
Lehigh Direct 2006 - 2007
World Marketing 2004 - 2006
WebMD 2002 - 2004
Moore Corporation 1999 - 2002
Vestcom 1998 - 1999
First Data Corporation 1997 - 1998
Standard Register 1989 - 1997
Heller Financial 1984 - 1986
Skills
Entrepreneur, Entrepreneurship, Direct Mail, B2B, Direct Marketing, Cloud Computing, Marketing, New Business Development, Lead Generation, Account Management, Integrated Marketing, Analytics, Product Development, Customer Retention, Sales, Leadership, Email Marketing, Strategic Partnerships, Management, Sales Management, SaaS, Selling, Mergers & Acquisitions, CRM, Solution Selling, Sales Process, Product Marketing, Competitive Analysis, Business Development, Marketing Strategy, Digital Marketing, Sales Presentations, B2B Marketing, P&L Management, Direct Sales, Executive Management, Sales Operations, Cross-functional Team..., Salesforce.com, Cold Calling, Financial Services, Marketing Management, Multi-channel Marketing, Customer Acquisition, Start-ups, Market Research, Marketing Communications, Strategy, Product Management, Online Advertising
Education
Illinois State University 1979 — 1983
BS, Commercial Art
Horizontech, Inc. May 2010 - Present
Returned Mail Solutions, Inc. 2006 - May 2010
Lehigh Direct 2006 - 2007
World Marketing 2004 - 2006
WebMD 2002 - 2004
Moore Corporation 1999 - 2002
Vestcom 1998 - 1999
First Data Corporation 1997 - 1998
Standard Register 1989 - 1997
Heller Financial 1984 - 1986
Skills
Entrepreneur, Entrepreneurship, Direct Mail, B2B, Direct Marketing, Cloud Computing, Marketing, New Business Development, Lead Generation, Account Management, Integrated Marketing, Analytics, Product Development, Customer Retention, Sales, Leadership, Email Marketing, Strategic Partnerships, Management, Sales Management, SaaS, Selling, Mergers & Acquisitions, CRM, Solution Selling, Sales Process, Product Marketing, Competitive Analysis, Business Development, Marketing Strategy, Digital Marketing, Sales Presentations, B2B Marketing, P&L Management, Direct Sales, Executive Management, Sales Operations, Cross-functional Team..., Salesforce.com, Cold Calling, Financial Services, Marketing Management, Multi-channel Marketing, Customer Acquisition, Start-ups, Market Research, Marketing Communications, Strategy, Product Management, Online Advertising
Education
Illinois State University 1979 — 1983
BS, Commercial Art
Valerie Boulden Valerie Boulden's Heller Financial Experience February 2000 - October 2001
Job Executive Administrator at GE Healthcare
Industry Financial Services
Experience
GE Healthcare January 2014 - Present
GE Capital October 2001 - January 2014
Heller Financial February 2000 - October 2001
Northern Trust September 1998 - February 2001
Skills
Administrative..., Microsoft Excel, Outlook, Customer Service, Access, Microsoft Office, PowerPoint, Microsoft Word, Management, Leadership, Program Management, Cross-functional Team...
Education
DePaul University 2006 — 2009
Bachelor of Arts (BA), Organizational Development, GPA 3.93/4.0
Fox College Inc 1997 — 1998
Certificate, Administration, GPA 3.9/4.0
GE Healthcare January 2014 - Present
GE Capital October 2001 - January 2014
Heller Financial February 2000 - October 2001
Northern Trust September 1998 - February 2001
Skills
Administrative..., Microsoft Excel, Outlook, Customer Service, Access, Microsoft Office, PowerPoint, Microsoft Word, Management, Leadership, Program Management, Cross-functional Team...
Education
DePaul University 2006 — 2009
Bachelor of Arts (BA), Organizational Development, GPA 3.93/4.0
Fox College Inc 1997 — 1998
Certificate, Administration, GPA 3.9/4.0
Erika Walker-Thomas Erika Walker-Thomas's Heller Financial Experience 1995 - 1998
Job President and CEO
Industry Management Consulting
Experience
The Walker Thomas Group August 2009 - Present
Compass Coaching Network August 2009 - Present
The Kaleidoscope Group November 2004 - December 2008
The Spa Experience 2003 - 2005
Hewitt Associates 1997 - 2003
Heller Financial 1995 - 1998
Skills
Leadership Development, Diversity Training, Cultural Awareness, Cultural Diversity, Globalization, Global Management, Compassion, Instructional Design, Public Speaking, Personal Development, Performance Management, cultural assessments, Team Building, Business Coaching, Career Counseling, Change Management, Conflict Resolution, Consulting, Employee Training, Entrepreneurship, Executive Coaching, Facilitators, Human Resources, Life Coaching, MBTI, Management, Management Consulting, Motivational Speaking, Performance Improvement, Staff Development
Education
Lake Forest Graduate School of Management 1999 — 2000
International Business
Howard University 1984 — 1989
Bachelor of Business Administration
Kenwood Academy 1980 — 1984
The Walker Thomas Group August 2009 - Present
Compass Coaching Network August 2009 - Present
The Kaleidoscope Group November 2004 - December 2008
The Spa Experience 2003 - 2005
Hewitt Associates 1997 - 2003
Heller Financial 1995 - 1998
Skills
Leadership Development, Diversity Training, Cultural Awareness, Cultural Diversity, Globalization, Global Management, Compassion, Instructional Design, Public Speaking, Personal Development, Performance Management, cultural assessments, Team Building, Business Coaching, Career Counseling, Change Management, Conflict Resolution, Consulting, Employee Training, Entrepreneurship, Executive Coaching, Facilitators, Human Resources, Life Coaching, MBTI, Management, Management Consulting, Motivational Speaking, Performance Improvement, Staff Development
Education
Lake Forest Graduate School of Management 1999 — 2000
International Business
Howard University 1984 — 1989
Bachelor of Business Administration
Kenwood Academy 1980 — 1984
Ross Teune Ross Teune's Heller Financial Experience 1995 - 2002
Job Director of Financial Reporting at Golub Capital
Industry Investment Management
Experience
Golub Capital BDC, Inc. November 2007 - Present
Merrill Lynch Capital November 2006 - November 2007
Antares Capital Corporation 2002 - 2006
Heller Financial 1995 - 2002
KPMG 1990 - 1994
Skills
Strategic Planning, Private Equity, Strategic Financial..., Finance, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Capital Markets, Portfolio Management, Investments
Education
Hope College 1986 — 1990
Bachelor's, Accounting
Golub Capital BDC, Inc. November 2007 - Present
Merrill Lynch Capital November 2006 - November 2007
Antares Capital Corporation 2002 - 2006
Heller Financial 1995 - 2002
KPMG 1990 - 1994
Skills
Strategic Planning, Private Equity, Strategic Financial..., Finance, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Capital Markets, Portfolio Management, Investments
Education
Hope College 1986 — 1990
Bachelor's, Accounting
Ronald Vanek Ronald Vanek's Heller Financial Experience 1981 - 1987
Job President at Marquette Business Credit
Industry Financial Services
Experience
Marquette Business Credit April 2012 - Present
Community Bank December 2009 - May 2011
GMAC Commercial Finance October 2006 - April 2008
Guaranty Bank February 2001 - August 2006
FINOVA Capital Corporation 1990 - 2001
LincFinancial 1987 - 1989
Heller Financial 1981 - 1987
Skills
Commercial Finance, Portfolio Management, Loans, Factoring, Asset Based Lending, Financial Structuring, Financial Services, Commercial Lending, Corporate Finance, Sales, Credit, Cash Management, Underwriting, Credit Analysis, Relationship Management, Credit Risk, Financial Modeling, Small Business Lending, Cash Flow, Commercial Banking, Banking, Private Equity, Financial Analysis, Marketing, Risk Management, Valuation, Due Diligence, Investments, Finance, Commercial Mortgages, Restructuring, Funding, Lines Of Credit, Loan Origination, Mergers & Acquisitions, Leadership, Strategic Planning, Middle Market, Equities, Venture Capital, Capital Markets, Mortgage Lending, Financial Reporting, Investment Banking, Real Estate, Structured Finance, Refinance, Treasury Management, Accounting, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
MBA, Finance
Governors State University 1976 — 1980
BA, Accounting
Marquette Business Credit April 2012 - Present
Community Bank December 2009 - May 2011
GMAC Commercial Finance October 2006 - April 2008
Guaranty Bank February 2001 - August 2006
FINOVA Capital Corporation 1990 - 2001
LincFinancial 1987 - 1989
Heller Financial 1981 - 1987
Skills
Commercial Finance, Portfolio Management, Loans, Factoring, Asset Based Lending, Financial Structuring, Financial Services, Commercial Lending, Corporate Finance, Sales, Credit, Cash Management, Underwriting, Credit Analysis, Relationship Management, Credit Risk, Financial Modeling, Small Business Lending, Cash Flow, Commercial Banking, Banking, Private Equity, Financial Analysis, Marketing, Risk Management, Valuation, Due Diligence, Investments, Finance, Commercial Mortgages, Restructuring, Funding, Lines Of Credit, Loan Origination, Mergers & Acquisitions, Leadership, Strategic Planning, Middle Market, Equities, Venture Capital, Capital Markets, Mortgage Lending, Financial Reporting, Investment Banking, Real Estate, Structured Finance, Refinance, Treasury Management, Accounting, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1981
MBA, Finance
Governors State University 1976 — 1980
BA, Accounting
Tim Eichenlaub Tim Eichenlaub's Heller Financial Experience 1993 - 2001
Job Executive Vice President Regions Business Capital
Industry Financial Services
Experience
Regions Business Capital December 2014 - Present
AloStar Bank of Commerce July 2011 - December 2014
Bayside Capital September 2010 - July 2011
Tygris Commercial Finance Group 2008 - 2010
CIT Group 2005 - 2008
GE Commercial Finance 2001 - 2005
Heller Financial 1993 - 2001
CIT Group 1988 - 1993
Mellon Bank 1982 - 1988
Skills
Portfolio Management
Education
Georgia Institute of Technology 1980 — 1982
MSIM, Finance
Grove City College 1976 — 1980
BA, Economics
Regions Business Capital December 2014 - Present
AloStar Bank of Commerce July 2011 - December 2014
Bayside Capital September 2010 - July 2011
Tygris Commercial Finance Group 2008 - 2010
CIT Group 2005 - 2008
GE Commercial Finance 2001 - 2005
Heller Financial 1993 - 2001
CIT Group 1988 - 1993
Mellon Bank 1982 - 1988
Skills
Portfolio Management
Education
Georgia Institute of Technology 1980 — 1982
MSIM, Finance
Grove City College 1976 — 1980
BA, Economics
Tom Pacha Tom Pacha's Heller Financial Experience 1990 - 2002
Job Senior Vice President at iStar Financial
Industry Commercial Real Estate
Experience
iStar Financial 2007 - Present
Fremont Investment and Loan 2004 - 2007
Builders Bank 2003 - 2004
Heller Financial 1990 - 2002
Federal Asset Disposition Association 1987 - 1990
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Asset Managment, Construction Loans, Due Diligence, Commercial Mortgages, Real Estate, Loan Origination, Disposition, Mezzanine, Valuation, Structured Finance, Portfolio Management, Asset Management, Real Estate Financing, Commercial Real Estate, Banking, Financial Analysis, Credit, Financial Structuring, Commercial Lending
Education
DePaul University
MBA
Kansas State University
B.S., Business
iStar Financial 2007 - Present
Fremont Investment and Loan 2004 - 2007
Builders Bank 2003 - 2004
Heller Financial 1990 - 2002
Federal Asset Disposition Association 1987 - 1990
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Asset Managment, Construction Loans, Due Diligence, Commercial Mortgages, Real Estate, Loan Origination, Disposition, Mezzanine, Valuation, Structured Finance, Portfolio Management, Asset Management, Real Estate Financing, Commercial Real Estate, Banking, Financial Analysis, Credit, Financial Structuring, Commercial Lending
Education
DePaul University
MBA
Kansas State University
B.S., Business
David Langhout David Langhout's Heller Financial Experience 1990 - 1997
Job Vice President at Kolter Land Partners
Industry Real Estate
Experience
Kolter Land Partners September 2009 - Present
DBL Capital Advisors Inc. October 2007 - September 2009
HBA-Manatee Sarasota October 2007 - May 2009
Taylor Morrison June 2007 - September 2007
Taylor Woodrow Homes March 2003 - September 2007
Lowe Enterprises 1997 - 2003
Heller Financial 1990 - 1997
Skills
Real Estate Development, Land Acquisition, Entitlements, Investors, Real Estate Economics, Real Estate, Feasibility Studies, Residential Homes, Contract Negotiation, Mergers & Acquisitions, Asset Management, Disposition, Negotiation, Due Diligence, Real Estate Transactions, Mixed-use, Valuation, Investment Properties, Management, Commercial Real Estate, Finance, Property Management, Land Development, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Real Estate, Finance, Management Strategy
DePauw University 1983 — 1987
BA, Economics
Kolter Land Partners September 2009 - Present
DBL Capital Advisors Inc. October 2007 - September 2009
HBA-Manatee Sarasota October 2007 - May 2009
Taylor Morrison June 2007 - September 2007
Taylor Woodrow Homes March 2003 - September 2007
Lowe Enterprises 1997 - 2003
Heller Financial 1990 - 1997
Skills
Real Estate Development, Land Acquisition, Entitlements, Investors, Real Estate Economics, Real Estate, Feasibility Studies, Residential Homes, Contract Negotiation, Mergers & Acquisitions, Asset Management, Disposition, Negotiation, Due Diligence, Real Estate Transactions, Mixed-use, Valuation, Investment Properties, Management, Commercial Real Estate, Finance, Property Management, Land Development, Investments
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Real Estate, Finance, Management Strategy
DePauw University 1983 — 1987
BA, Economics
Ramona Strnad Ramona Strnad's Heller Financial Experience 1980 - 1996
Job Manager at Deloitte
Industry Computer Software
Experience
Deloitte Consulting (US) 1999 - Present
Pactiv (Tenneco Packaging) 1996 - 1999
Heller Financial 1980 - 1996
Altschuler, Melvoin & Glasser 1976 - 1979
Skills
Business Process..., Management Consulting, SAP, Business Process, Sarbanes-Oxley Act, IFRS, Process Improvement, IT Strategy, Integration, Change Management, Internal Controls, Program Management, Business Transformation, SAP ERP, Business Analysis, Business Process Design, Business Intelligence, ERP
Education
Illinois State University 1974 — 1977
B.S., Accounting
Deloitte Consulting (US) 1999 - Present
Pactiv (Tenneco Packaging) 1996 - 1999
Heller Financial 1980 - 1996
Altschuler, Melvoin & Glasser 1976 - 1979
Skills
Business Process..., Management Consulting, SAP, Business Process, Sarbanes-Oxley Act, IFRS, Process Improvement, IT Strategy, Integration, Change Management, Internal Controls, Program Management, Business Transformation, SAP ERP, Business Analysis, Business Process Design, Business Intelligence, ERP
Education
Illinois State University 1974 — 1977
B.S., Accounting
Marty Eckstein Marty Eckstein's Heller Financial Experience 1985 - 1988
Job Vice President at Rosenthal & Rosenthal, Inc.
Industry Financial Services
Experience
Rosenthal & Rosenthal, Inc. August 2015 - Present
Wells Fargo Capital Finance - Commercial Services Group October 2009 - July 2015
Wells Fargo Capital Finance March 2000 - February 2008
CIT February 1995 - March 2000
BNY Mellon January 1988 - February 1995
Heller Financial 1985 - 1988
Congress Financial Corp 1980 - 1985
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Finance, Factoring, Trade Finance, Credit Analysis, Loan Origination, Credit Risk, Banking, Business Development, Relationship Management, Cross Selling, Accounts Receivable, Financial Analysis, Financial Structuring, Small Business Lending, Funding, Commercial Banking, Risk Management, Capital Markets, Underwriting, Corporate Finance, Leadership, Cash Management, Portfolio Management, Due Diligence, Cash Flow, Investment Banking, Financial Modeling, Financial Risk, Structured Finance, Financial Services, Strategic Financial..., Investments, Lines Of Credit, Restructuring, Treasury Management, Cash Flow Lending, Mortgage Lending, Middle Market, Commercial Mortgages, Mergers & Acquisitions, Leveraged Finance, Valuation, Debt Restructuring, Private Equity, Syndications
Education
Hofstra University
Bachelor of Arts (B.A.)
Rosenthal & Rosenthal, Inc. August 2015 - Present
Wells Fargo Capital Finance - Commercial Services Group October 2009 - July 2015
Wells Fargo Capital Finance March 2000 - February 2008
CIT February 1995 - March 2000
BNY Mellon January 1988 - February 1995
Heller Financial 1985 - 1988
Congress Financial Corp 1980 - 1985
Skills
Asset Based Lending, Commercial Finance, Credit, Commercial Lending, Loans, Finance, Factoring, Trade Finance, Credit Analysis, Loan Origination, Credit Risk, Banking, Business Development, Relationship Management, Cross Selling, Accounts Receivable, Financial Analysis, Financial Structuring, Small Business Lending, Funding, Commercial Banking, Risk Management, Capital Markets, Underwriting, Corporate Finance, Leadership, Cash Management, Portfolio Management, Due Diligence, Cash Flow, Investment Banking, Financial Modeling, Financial Risk, Structured Finance, Financial Services, Strategic Financial..., Investments, Lines Of Credit, Restructuring, Treasury Management, Cash Flow Lending, Mortgage Lending, Middle Market, Commercial Mortgages, Mergers & Acquisitions, Leveraged Finance, Valuation, Debt Restructuring, Private Equity, Syndications
Education
Hofstra University
Bachelor of Arts (B.A.)
Arnie Klemm, CSCP Arnie Klemm, CSCP's Heller Financial Experience September 1992 - February 1995
Job Director at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers July 2009 - Present
BearingPoint March 2002 - July 2009
SAP 2004 - 2006
PricewaterhouseCoopers 1995 - 2001
PricewaterhouseCoopers - PwC 1995 - 2001
Heller Financial September 1992 - February 1995
Amoco 1983 - 1992
Skills
Strategy, Management Consulting, Supply Chain, Sourcing, Leadership, Procurement, Budgets, Sales, Business Process..., Business Transformation, IT Strategy, Change Management, Business Process, Business Strategy, ERP, Program Management, Process Improvement, Business Analysis, Business Intelligence, Acquisition Integration, Management, Project Management, Supply Chain Management
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance & Int'l Business
Illinois Institute of Technology 1981 — 1986
BA, Computer Science
PricewaterhouseCoopers July 2009 - Present
BearingPoint March 2002 - July 2009
SAP 2004 - 2006
PricewaterhouseCoopers 1995 - 2001
PricewaterhouseCoopers - PwC 1995 - 2001
Heller Financial September 1992 - February 1995
Amoco 1983 - 1992
Skills
Strategy, Management Consulting, Supply Chain, Sourcing, Leadership, Procurement, Budgets, Sales, Business Process..., Business Transformation, IT Strategy, Change Management, Business Process, Business Strategy, ERP, Program Management, Process Improvement, Business Analysis, Business Intelligence, Acquisition Integration, Management, Project Management, Supply Chain Management
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance & Int'l Business
Illinois Institute of Technology 1981 — 1986
BA, Computer Science
Brian Olds Brian Olds's Heller Financial Experience 1990 - 1993
Job
Industry Airlines/Aviation
Experience
Advisor/Consultant 2010 - Present
Aurora Aviation Group, LLC 2005 - 2010
AAR CORP. 2002 - 2005
AAR CORP. 1996 - 2001
Midway Airlines Corporation 1993 - 1996
Heller Financial 1990 - 1993
Skills
Microsoft Office, Management, Microsoft Excel, Research, Sales, Leadership, Commercial Aviation, Aircraft, Airlines, Consulting, Financial Analysis, Financial Modeling, Airports, Aircraft Leasing, Aircraft Maintenance, Aircraft Engines, Contract Management, Contract Negotiation, MRO Management, Marketing Strategy
Education
Eastern Michigan University 1972 — 1975
Economics and Business Adminstration
Michign Aviation Institue 1969 — 1970
A&P FAA License
Advisor/Consultant 2010 - Present
Aurora Aviation Group, LLC 2005 - 2010
AAR CORP. 2002 - 2005
AAR CORP. 1996 - 2001
Midway Airlines Corporation 1993 - 1996
Heller Financial 1990 - 1993
Skills
Microsoft Office, Management, Microsoft Excel, Research, Sales, Leadership, Commercial Aviation, Aircraft, Airlines, Consulting, Financial Analysis, Financial Modeling, Airports, Aircraft Leasing, Aircraft Maintenance, Aircraft Engines, Contract Management, Contract Negotiation, MRO Management, Marketing Strategy
Education
Eastern Michigan University 1972 — 1975
Economics and Business Adminstration
Michign Aviation Institue 1969 — 1970
A&P FAA License
Demetri Rackos Demetri Rackos's Heller Financial Experience 1991 - 2001
Job Managing Director of Tax at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management March 2003 - Present
Price Waterhouse Coopers 2001 - 2003
Heller Financial 1991 - 2001
Inland Steel Industries August 1986 - February 1991
Skills
Tax, International Tax, Corporate Tax, Due Diligence, Tax Accounting, Tax Law, Tax Research, Private Equity, Cross-border..., Partnership Taxation
Education
DePaul University College of Law 1991 — 1995
J.D., Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
M.S.T., Taxation
DePaul University 1981 — 1985
B.S.C., Accounting
LaSalle Investment Management March 2003 - Present
Price Waterhouse Coopers 2001 - 2003
Heller Financial 1991 - 2001
Inland Steel Industries August 1986 - February 1991
Skills
Tax, International Tax, Corporate Tax, Due Diligence, Tax Accounting, Tax Law, Tax Research, Private Equity, Cross-border..., Partnership Taxation
Education
DePaul University College of Law 1991 — 1995
J.D., Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
M.S.T., Taxation
DePaul University 1981 — 1985
B.S.C., Accounting
Claudio Lippi Claudio Lippi's Heller Financial Experience 1998 - 2001
Job GE Capital Real Estate at Sr. Asset Manager
Industry Commercial Real Estate
Experience
GE Capital Real Estate 2008 - Present
GE Capital Real Estate 2003 - 2007
GE Capital 2001 - 2003
Heller Financial 1998 - 2001
Heller Financial 1996 - 1998
Heller Financial 1994 - 1996
Heller Financial 1993 - 1993
Heller Financial 1991 - 1993
Heller Financial 1988 - 1991
KPMG US 1987 - 1988
Skills
Budgets, Affordable Housing, Tax Credits, Hospitality, Real Estate Finance, Asset Management, Dispositions, Underwriting, Valuations, Workouts, Accounting & Finance, Forecasting, Real Estate Economics, Corporate Finance, Real Estate, Investments, Finance, Valuation, Due Diligence, Financial Analysis
Education
DePaul University 1982 — 1986
Bachelor of Science (B.S.), Accounting, with Honors
GE Capital Real Estate 2008 - Present
GE Capital Real Estate 2003 - 2007
GE Capital 2001 - 2003
Heller Financial 1998 - 2001
Heller Financial 1996 - 1998
Heller Financial 1994 - 1996
Heller Financial 1993 - 1993
Heller Financial 1991 - 1993
Heller Financial 1988 - 1991
KPMG US 1987 - 1988
Skills
Budgets, Affordable Housing, Tax Credits, Hospitality, Real Estate Finance, Asset Management, Dispositions, Underwriting, Valuations, Workouts, Accounting & Finance, Forecasting, Real Estate Economics, Corporate Finance, Real Estate, Investments, Finance, Valuation, Due Diligence, Financial Analysis
Education
DePaul University 1982 — 1986
Bachelor of Science (B.S.), Accounting, with Honors
Ross Van Drunen Ross Van Drunen's Heller Financial Experience January 2000 - July 2001
Job Portfolio Manager at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management September 2014 - Present
Citizens Financial Group, Inc. May 2014 - September 2014
PuroClean by Van Drunen December 2010 - December 2013
Pangaea Asset Management March 2008 - December 2010
CapitalSource May 2007 - March 2008
Denali Capital July 2001 - May 2007
Heller Financial January 2000 - July 2001
Ernst & Young January 1997 - January 2000
Skills
Accounting, New Business Development, Budgets, Mergers, Strategic Planning, Financial Analysis, Negotiation, Microsoft Excel, Marketing, Business Development, Public Speaking, Project Planning, Team Building, Customer Service, Team Leadership, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Asset Management, Underwriting, Financial Modeling, Corporate Finance, Strategic Financial..., Vision Development, Business Strategy, Management, Credit, Investments, Finance, Investment Banking, Loans
Education
Trinity Christian College 1993 — 2006
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Masters of Business Administration
BMO Global Asset Management September 2014 - Present
Citizens Financial Group, Inc. May 2014 - September 2014
PuroClean by Van Drunen December 2010 - December 2013
Pangaea Asset Management March 2008 - December 2010
CapitalSource May 2007 - March 2008
Denali Capital July 2001 - May 2007
Heller Financial January 2000 - July 2001
Ernst & Young January 1997 - January 2000
Skills
Accounting, New Business Development, Budgets, Mergers, Strategic Planning, Financial Analysis, Negotiation, Microsoft Excel, Marketing, Business Development, Public Speaking, Project Planning, Team Building, Customer Service, Team Leadership, Portfolio Management, Entrepreneurship, Mergers & Acquisitions, Asset Management, Underwriting, Financial Modeling, Corporate Finance, Strategic Financial..., Vision Development, Business Strategy, Management, Credit, Investments, Finance, Investment Banking, Loans
Education
Trinity Christian College 1993 — 2006
BS, Accounting
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
Masters of Business Administration
David Pilat's Heller Financial Experience 1984 - 1986
Job Finance Manager Credit at ArcelorMittal USA
Industry Mining & Metals
Experience
ArcelorMittal USA January 2008 - Present
PepsiCo July 2000 - January 2008
Domtar August 1995 - July 2000
USG January 1986 - August 1995
Heller Financial 1984 - 1986
Skills
Microsoft Office, SAP, Various Receivable..., Various Warehouse Data..., Financial Reporting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Audits, Corporate Finance, Working Capital..., Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1980 — 1984
Bachelor's Degree
ArcelorMittal USA January 2008 - Present
PepsiCo July 2000 - January 2008
Domtar August 1995 - July 2000
USG January 1986 - August 1995
Heller Financial 1984 - 1986
Skills
Microsoft Office, SAP, Various Receivable..., Various Warehouse Data..., Financial Reporting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Audits, Corporate Finance, Working Capital..., Financial Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1980 — 1984
Bachelor's Degree
Pamela (Gould) Rashid's Heller Financial Experience February 2000 - March 2002
Job Commercial Excellence/ Sales Force Effectiveness Leader
Industry Financial Services
Experience
GE Capital Commercial Distribution Finance July 2013 - Present
GE Capital Commercial Distribution Finance November 2011 - July 2013
GE Capital Corporate Finance October 2003 - November 2011
JPMorgan Chase March 2002 - October 2003
Heller Financial February 2000 - March 2002
Ameritech March 1998 - December 1999
Ameritech Payphone Services September 1994 - March 1998
Commonwealth Edison July 1991 - September 1994
Skills
Finance, Mergers, Strategy, Financial Modeling, Leadership, Strategic Planning, Corporate Finance, Credit, Asset Based Lending, Financial Analysis, Mergers & Acquisitions, Negotiation, Due Diligence, Leveraged Finance, Business Planning, Management, Commercial Lending, Cross-functional Team..., Middle Market, Credit Analysis, Portfolio Management, Process Improvement, Mergers
Education
The University of Chicago Booth School of Business 1996 — 1998
Masters of Business Administration, Accounting, Finance and Strategic Management
DePaul University 1987 — 1991
Bachelor of Science, Accounting
GE Capital Commercial Distribution Finance July 2013 - Present
GE Capital Commercial Distribution Finance November 2011 - July 2013
GE Capital Corporate Finance October 2003 - November 2011
JPMorgan Chase March 2002 - October 2003
Heller Financial February 2000 - March 2002
Ameritech March 1998 - December 1999
Ameritech Payphone Services September 1994 - March 1998
Commonwealth Edison July 1991 - September 1994
Skills
Finance, Mergers, Strategy, Financial Modeling, Leadership, Strategic Planning, Corporate Finance, Credit, Asset Based Lending, Financial Analysis, Mergers & Acquisitions, Negotiation, Due Diligence, Leveraged Finance, Business Planning, Management, Commercial Lending, Cross-functional Team..., Middle Market, Credit Analysis, Portfolio Management, Process Improvement, Mergers
Education
The University of Chicago Booth School of Business 1996 — 1998
Masters of Business Administration, Accounting, Finance and Strategic Management
DePaul University 1987 — 1991
Bachelor of Science, Accounting
Dan Glickman Dan Glickman's Heller Financial Experience 1991 - 1996
Job Senior Managing Director at GE Antares Capital
Industry Investment Banking
Experience
General Electric - GE Antares Capital 2005 - Present
Antares Capital May 1996 - October 2005
Heller Financial 1991 - 1996
KPMG Peat Marwick 1988 - 1991
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Leveraged Finance, Capital Markets, Investment Banking, Financial Structuring, LBO, Structured Finance, Credit Analysis, Restructuring, Business Valuation, M&A experience
Education
DePaul University 1985 — 1989
Bachelor of Science, Accountancy
General Electric - GE Antares Capital 2005 - Present
Antares Capital May 1996 - October 2005
Heller Financial 1991 - 1996
KPMG Peat Marwick 1988 - 1991
Skills
Private Equity, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Leveraged Finance, Capital Markets, Investment Banking, Financial Structuring, LBO, Structured Finance, Credit Analysis, Restructuring, Business Valuation, M&A experience
Education
DePaul University 1985 — 1989
Bachelor of Science, Accountancy
Dave Czeszewski Dave Czeszewski's Heller Financial Experience November 1991 - November 1999
Job Chief Information Officer at Career Education
Industry Higher Education
Experience
Career Education Corporation April 2001 - Present
Commerx 1999 - 2001
Heller Financial November 1991 - November 1999
Zenith Data Systems/Zenith Electronics May 1986 - November 1991
Skills
Vendor Management, Staff Development, Strategic Planning, Team Building, Project Management, Process Improvement, Change Management, Leadership, Program Management, IT Management, Business Analysis, Team Leadership, Budgets, Business Intelligence, IT Strategy, Business Process, ERP, Consulting, Integration, Sales, Database Design, Cross-functional Team..., Outsourcing, Business Strategy, Data Center, Sales Management, Enterprise Software, SharePoint, Security, Cloud Computing, Product Management, Acquisition Integration
Education
Dominican University 1989 — 1992
MBA, Marketing
Lake Forest College 1982 — 1986
BA, Computer Science & Business Administration
Career Education Corporation April 2001 - Present
Commerx 1999 - 2001
Heller Financial November 1991 - November 1999
Zenith Data Systems/Zenith Electronics May 1986 - November 1991
Skills
Vendor Management, Staff Development, Strategic Planning, Team Building, Project Management, Process Improvement, Change Management, Leadership, Program Management, IT Management, Business Analysis, Team Leadership, Budgets, Business Intelligence, IT Strategy, Business Process, ERP, Consulting, Integration, Sales, Database Design, Cross-functional Team..., Outsourcing, Business Strategy, Data Center, Sales Management, Enterprise Software, SharePoint, Security, Cloud Computing, Product Management, Acquisition Integration
Education
Dominican University 1989 — 1992
MBA, Marketing
Lake Forest College 1982 — 1986
BA, Computer Science & Business Administration
Rich Owens, MBA, CSSBB's Heller Financial Experience May 2001 - August 2001
Job Business Transformation | Process Improvement | Change Management | Global Management Consultant/Manager
Industry Management Consulting
Experience
Deloitte Consulting, LLP October 2014 - Present
GENPACT August 2011 - October 2014
Allstate September 2008 - July 2011
KPMG June 2007 - June 2008
Ernst & Young May 2006 - August 2006
GENEX Services May 2004 - June 2005
Aetna June 2002 - July 2003
Heller Financial May 2001 - August 2001
Skills
Business Process, Process Improvement, Business Process..., ITIL, Six Sigma, Change Management, Management, Visio, Project Management, Risk Management, IT Management, Process Management, Project Portfolio..., Management Consulting, Strategy, Program Management, SDLC, Leadership, IT Strategy, Building Relationships, Scrum, PMP, PMO, Business Transformation, Thought Leadership, COBIT, Requirements Gathering, Consulting, Mentoring, IT Risk Management, Business Process Design, Governance, Business Requirements, MS Project, Agile Scrum, IT Enabled Business..., Operational Excellence, Microsoft Office, PowerPoint, Microsoft Excel
Education
Howard University 2005 — 2007
MBA
Howard University 1998 — 2002
BBA
Deloitte Consulting, LLP October 2014 - Present
GENPACT August 2011 - October 2014
Allstate September 2008 - July 2011
KPMG June 2007 - June 2008
Ernst & Young May 2006 - August 2006
GENEX Services May 2004 - June 2005
Aetna June 2002 - July 2003
Heller Financial May 2001 - August 2001
Skills
Business Process, Process Improvement, Business Process..., ITIL, Six Sigma, Change Management, Management, Visio, Project Management, Risk Management, IT Management, Process Management, Project Portfolio..., Management Consulting, Strategy, Program Management, SDLC, Leadership, IT Strategy, Building Relationships, Scrum, PMP, PMO, Business Transformation, Thought Leadership, COBIT, Requirements Gathering, Consulting, Mentoring, IT Risk Management, Business Process Design, Governance, Business Requirements, MS Project, Agile Scrum, IT Enabled Business..., Operational Excellence, Microsoft Office, PowerPoint, Microsoft Excel
Education
Howard University 2005 — 2007
MBA
Howard University 1998 — 2002
BBA
Dr. Timothy Kelly Dr. Timothy Kelly's Heller Financial Experience 1998 - 2001
Job President/Founder, TKelly Consulting, LLC
Industry Venture Capital & Private Equity
Experience
Tkelly Consulting, LLC. March 2014 - Present
Adams Street Partners November 2003 - December 2013
GE Equity 2001 - 2003
Heller Financial 1998 - 2001
Allstate 1988 - 1998
Mayer, Brown and Platt 1987 - 1988
Goldman Sachs 1981 - 1987
Skills
LBO, Private Equity, Due Diligence, Deal Sourcing, Investments, Buyouts, Funding, Bonds, Mezzanine, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Private Placements, IPO, Equities, Investment Management, M&A experience, Growth Capital, Project Finance, Fund Of Funds, Corporate Development, Portfolio Management, Venture Capital, Valuation, Asset Management, Capital Markets, Restructuring, Corporate Law, Emerging Markets, Financial Structuring, Investor Relations, Corporate Finance, Business Valuation, Hedge Funds, Investment Banking, Management, Entrepreneurship, Finance, Strategy, Financial Analysis, Start-ups, Capital
Education
Northcentral University 2009 — 2015
PhD, Industrial / Organizational Psychology
The John Marshall Law School 1983 — 1987
J.D. With Special Distinction, Corporate Law
Dominican University 1978 — 1982
B.A., Economics and Int'l Business
Weber High School 1974 — 1978
Tkelly Consulting, LLC. March 2014 - Present
Adams Street Partners November 2003 - December 2013
GE Equity 2001 - 2003
Heller Financial 1998 - 2001
Allstate 1988 - 1998
Mayer, Brown and Platt 1987 - 1988
Goldman Sachs 1981 - 1987
Skills
LBO, Private Equity, Due Diligence, Deal Sourcing, Investments, Buyouts, Funding, Bonds, Mezzanine, Alternative Investments, Financial Modeling, Mergers & Acquisitions, Private Placements, IPO, Equities, Investment Management, M&A experience, Growth Capital, Project Finance, Fund Of Funds, Corporate Development, Portfolio Management, Venture Capital, Valuation, Asset Management, Capital Markets, Restructuring, Corporate Law, Emerging Markets, Financial Structuring, Investor Relations, Corporate Finance, Business Valuation, Hedge Funds, Investment Banking, Management, Entrepreneurship, Finance, Strategy, Financial Analysis, Start-ups, Capital
Education
Northcentral University 2009 — 2015
PhD, Industrial / Organizational Psychology
The John Marshall Law School 1983 — 1987
J.D. With Special Distinction, Corporate Law
Dominican University 1978 — 1982
B.A., Economics and Int'l Business
Weber High School 1974 — 1978
Noel Pagany Noel Pagany's Heller Financial Experience August 1994 - June 1996
Job IT Applications at Provisur Technologies Inc
Industry Information Technology and Services
Experience
Provisur Technologies Inc June 2015 - Present
TransUnion October 2010 - May 2015
The Warranty Group (formerly a unit of AON insurance) November 2006 - October 2010
Optimum Solutions September 2004 - June 2006
Independent Peoplesoft Contractor August 1998 - September 2004
Transamerica Distribution Finance September 1997 - June 1998
RR Donnelley June 1996 - September 1997
Heller Financial August 1994 - June 1996
Skills
Workflow, nVision, SQL, ERP, PeopleSoft, Integration, Data Warehousing, Software Development, Project Management, PeopleTools, Requirements Gathering, Financials, Crystal Reports, SDLC, Business Analysis, Requirements Analysis, Business Intelligence, SQR, General Ledger, Visio, PeopleCode, Accounts Payable, Object Oriented Design, ERP Implementations, Data Modeling, Data Analysis, REA accounting model..., Object Pascal, Financial Accounting, Cost Accounting, Forensic Accounting, Accounting Applications, Business Process..., Systems Analysis
Education
DePaul University 2011 — 2013
Masters with Distinction
DePaul University 1994 — 1994
Computer Science Certification
University of Illinois 1989 — 1993
Bachelor of Science
Provisur Technologies Inc June 2015 - Present
TransUnion October 2010 - May 2015
The Warranty Group (formerly a unit of AON insurance) November 2006 - October 2010
Optimum Solutions September 2004 - June 2006
Independent Peoplesoft Contractor August 1998 - September 2004
Transamerica Distribution Finance September 1997 - June 1998
RR Donnelley June 1996 - September 1997
Heller Financial August 1994 - June 1996
Skills
Workflow, nVision, SQL, ERP, PeopleSoft, Integration, Data Warehousing, Software Development, Project Management, PeopleTools, Requirements Gathering, Financials, Crystal Reports, SDLC, Business Analysis, Requirements Analysis, Business Intelligence, SQR, General Ledger, Visio, PeopleCode, Accounts Payable, Object Oriented Design, ERP Implementations, Data Modeling, Data Analysis, REA accounting model..., Object Pascal, Financial Accounting, Cost Accounting, Forensic Accounting, Accounting Applications, Business Process..., Systems Analysis
Education
DePaul University 2011 — 2013
Masters with Distinction
DePaul University 1994 — 1994
Computer Science Certification
University of Illinois 1989 — 1993
Bachelor of Science
Frank Lopez, CPA, CIA's Heller Financial Experience 1995 - 1997
Job Internal Control Manager at Direct Energy
Industry Oil & Energy
Experience
Direct Energy September 2014 - Present
Direct Energy March 2013 - September 2014
Ricoh Americas Corporation (formerly IKON Office Solutions) 2008 - 2012
Ricoh Americas Corporation 2007 - 2008
IKON Office Solutions 2006 - 2007
IKON Office Solutions 2004 - 2006
IKON Office Solutions 2002 - 2004
Universal Access 2000 - 2001
Aerial Communications 1997 - 2000
Heller Financial 1995 - 1997
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, Accounting, Financial Analysis, Process Improvement, Revenue Recognition, General Ledger, COSO Framework, Forecasting, Business Process, Auditing, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Risk Management, Financial Modeling, Budgets, Finance, Financial Audits, SOX 404
Education
DePaul University
B.S., Accounting
Direct Energy September 2014 - Present
Direct Energy March 2013 - September 2014
Ricoh Americas Corporation (formerly IKON Office Solutions) 2008 - 2012
Ricoh Americas Corporation 2007 - 2008
IKON Office Solutions 2006 - 2007
IKON Office Solutions 2004 - 2006
IKON Office Solutions 2002 - 2004
Universal Access 2000 - 2001
Aerial Communications 1997 - 2000
Heller Financial 1995 - 1997
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley, Accounting, Financial Analysis, Process Improvement, Revenue Recognition, General Ledger, COSO Framework, Forecasting, Business Process, Auditing, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Risk Management, Financial Modeling, Budgets, Finance, Financial Audits, SOX 404
Education
DePaul University
B.S., Accounting
James Ricchiuti's Heller Financial Experience September 1991 - January 1996
Job Of Counsel at Blank Rome LLP
Industry Financial Services
Experience
Blank Rome LLP May 2014 - Present
Entrepreneur Growth Capital June 2003 - May 2014
FINOVA Capital Corporation February 1997 - May 2003
Heller Financial September 1991 - January 1996
Skills
Loans, Corporate Law, Credit Analysis, Mergers & Acquisitions, Underwriting, Asset Based Lending, Contract Negotiation, Financial Analysis, Commercial Lending, Credit, Factoring, Corporate Finance, Due Diligence, Private Equity, Structured Finance, Bankruptcy, Restructuring, Mergers, Commercial Finance, Investments, Executive Management, Commercial Banking, Banking
Education
DePaul University College of Law 1988 — 1991
Doctor of Law (JD), Law
LaSalle University 1983 — 1987
Bachelor of Arts (BA), Business Administration, Management and Operations
Blank Rome LLP May 2014 - Present
Entrepreneur Growth Capital June 2003 - May 2014
FINOVA Capital Corporation February 1997 - May 2003
Heller Financial September 1991 - January 1996
Skills
Loans, Corporate Law, Credit Analysis, Mergers & Acquisitions, Underwriting, Asset Based Lending, Contract Negotiation, Financial Analysis, Commercial Lending, Credit, Factoring, Corporate Finance, Due Diligence, Private Equity, Structured Finance, Bankruptcy, Restructuring, Mergers, Commercial Finance, Investments, Executive Management, Commercial Banking, Banking
Education
DePaul University College of Law 1988 — 1991
Doctor of Law (JD), Law
LaSalle University 1983 — 1987
Bachelor of Arts (BA), Business Administration, Management and Operations
Diana Bernal O'Leary's Heller Financial Experience 1989 - 1995
Job Associate Dean, Development & External Relations at USC Annenberg School for Communication & Journalism
Industry Fund-Raising
Experience
USC Annenberg School for Communication & Journalism August 2012 - Present
USC February 2011 - July 2012
KPCC 2001 - February 2011
Los Angeles Philharmonic October 1997 - December 2000
National MS Society 1995 - 1997
Heller Financial 1989 - 1995
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Public Speaking, Training, Social Media, Board Development, Strategic Planning, Recruiting, Talent Management, Diversity & Inclusion, Diversity Training
Education
Loyola University Chicago 1991 — 1993
M.S.
DePaul University 1985 — 1989
B.S.
USC Annenberg School for Communication & Journalism August 2012 - Present
USC February 2011 - July 2012
KPCC 2001 - February 2011
Los Angeles Philharmonic October 1997 - December 2000
National MS Society 1995 - 1997
Heller Financial 1989 - 1995
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Public Speaking, Training, Social Media, Board Development, Strategic Planning, Recruiting, Talent Management, Diversity & Inclusion, Diversity Training
Education
Loyola University Chicago 1991 — 1993
M.S.
DePaul University 1985 — 1989
B.S.
Andrew Chidester's Heller Financial Experience 1996 - 1998
Job Senior Investment Banking Professional
Industry Investment Banking
Experience
Matrix Capital Markets Group, Inc. July 2013 - Present
Amherst Partners 2010 - April 2013
Duff & Phelps 2004 - 2010
Heller Financial 1996 - 1998
Skills
Corporate Development, Recapitalizations, Investment Banking, Private Equity, LBO, Middle Market, Private Placements, Divestitures, Valuation, Business Valuation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Business
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
Masters of Science in Accounting
Carleton College 1984 — 1988
B.A., Economics and Music
Matrix Capital Markets Group, Inc. July 2013 - Present
Amherst Partners 2010 - April 2013
Duff & Phelps 2004 - 2010
Heller Financial 1996 - 1998
Skills
Corporate Development, Recapitalizations, Investment Banking, Private Equity, LBO, Middle Market, Private Placements, Divestitures, Valuation, Business Valuation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Business
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
Masters of Science in Accounting
Carleton College 1984 — 1988
B.A., Economics and Music
Wendy Storino's Heller Financial Experience 1997 - 2000
Job Sr. Manager Procurement Business Process Outsourcing at Florida Blue
Industry Financial Services
Experience
Florida Blue June 2015 - Present
Florida Blue July 2014 - June 2015
Florida Blue October 2011 - July 2014
Blue Cross and Blue Shield of Florida June 2008 - October 2011
Business Technology Group August 2007 - June 2008
CIT August 2005 - April 2007
CIT Group, Inc. 2005 - 2007
IFC Credit Corporation 2002 - 2005
Heller Financial 1997 - 2000
Fleet Business Credit 1997 - 1999
Skills
Portfolio Management, Contract Negotiation, Vendor Management, Leadership, Management, Credit, Training, Process Improvement, Leases, Sales, Loans, Negotiation, Finance, Pricing, Operations Management, Marketing, Asset Management, Software Documentation, Financial Analysis
Education
Keiser University-Ft Lauderdale 2014 — 2017
Bachelor of Arts (B.A.), Finance, General
DePaul University 2000 — 2001
Florida Blue June 2015 - Present
Florida Blue July 2014 - June 2015
Florida Blue October 2011 - July 2014
Blue Cross and Blue Shield of Florida June 2008 - October 2011
Business Technology Group August 2007 - June 2008
CIT August 2005 - April 2007
CIT Group, Inc. 2005 - 2007
IFC Credit Corporation 2002 - 2005
Heller Financial 1997 - 2000
Fleet Business Credit 1997 - 1999
Skills
Portfolio Management, Contract Negotiation, Vendor Management, Leadership, Management, Credit, Training, Process Improvement, Leases, Sales, Loans, Negotiation, Finance, Pricing, Operations Management, Marketing, Asset Management, Software Documentation, Financial Analysis
Education
Keiser University-Ft Lauderdale 2014 — 2017
Bachelor of Arts (B.A.), Finance, General
DePaul University 2000 — 2001
Stephen Bernthal's Heller Financial Experience 1999 - 2002
Job Senior Controls Analyst at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble July 2012 - Present
Procter & Gamble June 2006 - July 2012
Interpublic Group of Companies October 2002 - May 2005
Heller Financial 1999 - 2002
Arthur Andersen 1998 - 1999
Skills
Internal Controls, Financial Analysis, Executive Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Analysis, Business Analysis, Cost Accounting, Cross-functional Team..., Finance, Financial Audits, Financial Forecasting, Hyperion Enterprise, Financial Reporting, Internal Audit, Management, Managerial Finance, Process Improvement, Strategic Financial..., US GAAP, Variance Analysis, Cash Flow, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Corporate Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M. Acc, Accountancy
DePaul University 1994 — 1998
B.S. Commerce, Accounting
Procter & Gamble July 2012 - Present
Procter & Gamble June 2006 - July 2012
Interpublic Group of Companies October 2002 - May 2005
Heller Financial 1999 - 2002
Arthur Andersen 1998 - 1999
Skills
Internal Controls, Financial Analysis, Executive Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Analysis, Business Analysis, Cost Accounting, Cross-functional Team..., Finance, Financial Audits, Financial Forecasting, Hyperion Enterprise, Financial Reporting, Internal Audit, Management, Managerial Finance, Process Improvement, Strategic Financial..., US GAAP, Variance Analysis, Cash Flow, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Corporate Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M. Acc, Accountancy
DePaul University 1994 — 1998
B.S. Commerce, Accounting
Terry Standifer's Heller Financial Experience 1992 - 1998
Job FVP Credit Supervisor & Portfolio Manager at East West Bank
Industry Financial Services
Experience
East West Bank December 2014 - Present
NewStar Equipment Finance December 2012 - December 2014
Clearview Risk Solutions September 2009 - December 2014
Huron Consulting Group August 2010 - December 2011
BB&T Equipment Finance November 2008 - October 2009
ORIX Commercial Finance April 2006 - May 2008
ORIX 2000 - April 2006
Transamerica Commercial Finance 1998 - 2000
Heller Financial 1992 - 1998
Shaw Industries, Inc. 1988 - 1992
Skills
Portfolio Management, Financial Structuring, Negotiation, Pricing, Financial Services, Leases, Business, Credit Analysis, Structured Finance, Loans, Risk Management, Banking, Due Diligence, Capital Markets, Credit, Management, Financial Analysis, Commercial Lending, Finance, Asset Based Lending, Corporate Finance, Credit Risk, Underwriting, Syndications, Executive Management, Project Finance, Financial Risk, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA
Young Harris College 1984 — 1986
East West Bank December 2014 - Present
NewStar Equipment Finance December 2012 - December 2014
Clearview Risk Solutions September 2009 - December 2014
Huron Consulting Group August 2010 - December 2011
BB&T Equipment Finance November 2008 - October 2009
ORIX Commercial Finance April 2006 - May 2008
ORIX 2000 - April 2006
Transamerica Commercial Finance 1998 - 2000
Heller Financial 1992 - 1998
Shaw Industries, Inc. 1988 - 1992
Skills
Portfolio Management, Financial Structuring, Negotiation, Pricing, Financial Services, Leases, Business, Credit Analysis, Structured Finance, Loans, Risk Management, Banking, Due Diligence, Capital Markets, Credit, Management, Financial Analysis, Commercial Lending, Finance, Asset Based Lending, Corporate Finance, Credit Risk, Underwriting, Syndications, Executive Management, Project Finance, Financial Risk, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA
Young Harris College 1984 — 1986
Scott Hermes's Heller Financial Experience 2000 - 2001
Job Technical Principal at Solstice Mobile
Industry Computer Software
Experience
Solstice Mobile September 2014 - Present
JPMorgan Chase August 2007 - August 2014
JP Morgan Chase August 2006 - August 2007
JPMorgan Chase August 2006 - August 2007
HIMSS 2003 - 2006
HIMSS 2003 - 2006
Heller Financial 2000 - 2001
FansEdge 2000 - 2000
Information Management Group, Inc. 1989 - 2000
Skills
Agile Methodologies, SOA, TFS, C#, Microsoft SQL Server, SDLC, JavaScript, SSRS, Enterprise Architecture, Software Development, .NET, SQL, Web Services, Requirements Analysis, jQuery, SharePoint, Business Analysis, ASP.NET MVC, ASP.NET, LINQ
Education
The University of Chicago 1981 — 1985
Big Nerd Ranch
DePaul University
Schalmont
Solstice Mobile September 2014 - Present
JPMorgan Chase August 2007 - August 2014
JP Morgan Chase August 2006 - August 2007
JPMorgan Chase August 2006 - August 2007
HIMSS 2003 - 2006
HIMSS 2003 - 2006
Heller Financial 2000 - 2001
FansEdge 2000 - 2000
Information Management Group, Inc. 1989 - 2000
Skills
Agile Methodologies, SOA, TFS, C#, Microsoft SQL Server, SDLC, JavaScript, SSRS, Enterprise Architecture, Software Development, .NET, SQL, Web Services, Requirements Analysis, jQuery, SharePoint, Business Analysis, ASP.NET MVC, ASP.NET, LINQ
Education
The University of Chicago 1981 — 1985
Big Nerd Ranch
DePaul University
Schalmont
Will Tefft's Heller Financial Experience 1999 - 2002
Job SVP Equipment Management at CapitalSource
Industry Financial Services
Experience
CapitalSource February 2010 - Present
Tygris Asset Finance July 2008 - December 2009
CIT August 2006 - July 2008
ORIX Commercial Finance March 2002 - August 2006
Heller Financial 1999 - 2002
Education
Hillsdale College 1985 — 1989
BA, Finance, Spanish
CapitalSource February 2010 - Present
Tygris Asset Finance July 2008 - December 2009
CIT August 2006 - July 2008
ORIX Commercial Finance March 2002 - August 2006
Heller Financial 1999 - 2002
Education
Hillsdale College 1985 — 1989
BA, Finance, Spanish
Patrick Pesch's Heller Financial Experience 1985 - 1999
Job Independent Education Management Professional
Industry Education Management
Experience
Career Education Corporation September 1999 - September 2007
Heller Financial 1985 - 1999
Arthur Young 1978 - 1985
Education
DePaul University 1974 — 1978
Career Education Corporation September 1999 - September 2007
Heller Financial 1985 - 1999
Arthur Young 1978 - 1985
Education
DePaul University 1974 — 1978
Holly Riley's Heller Financial Experience July 1989 - June 2002
Job Senior Manager, Revenue Services, at Preferred Hotel Group
Industry Financial Services
Experience
Preferred Hotel Group October 2009 - Present
Merrill Lynch Capital 2004 - 2008
Heller Financial July 1989 - June 2002
Skills
Loans, Cash Management, Real Estate, Accounting, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Budgets
Education
DePaul University 2001 — 2006
Bachelor's Degree, Accounting
Preferred Hotel Group October 2009 - Present
Merrill Lynch Capital 2004 - 2008
Heller Financial July 1989 - June 2002
Skills
Loans, Cash Management, Real Estate, Accounting, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Budgets
Education
DePaul University 2001 — 2006
Bachelor's Degree, Accounting
Morlan Lunsford's Heller Financial Experience 2000 - 2000
Job HPLC CDS Product Specialist at Thermofisher Scientific
Industry Biotechnology
Experience
Thermofisher Scientific January 2012 - Present
Dionex Corporation September 2007 - Present
Amgen 2003 - 2007
Agilent Technologies October 2001 - September 2003
Heller Financial 2000 - 2000
Specialty Laboratories 1994 - 1999
Skills
Chromatography, Biotechnology, HPLC, Laboratory Automation, Analytical Chemistry, Programming, GC, ICP-MS, Customer Service, Troubleshooting, HPLC Application..., Chromeleon - Advanced...
Education
DeVry University-California
Thermofisher Scientific January 2012 - Present
Dionex Corporation September 2007 - Present
Amgen 2003 - 2007
Agilent Technologies October 2001 - September 2003
Heller Financial 2000 - 2000
Specialty Laboratories 1994 - 1999
Skills
Chromatography, Biotechnology, HPLC, Laboratory Automation, Analytical Chemistry, Programming, GC, ICP-MS, Customer Service, Troubleshooting, HPLC Application..., Chromeleon - Advanced...
Education
DeVry University-California
Linda Bohde's Heller Financial Experience 1989 - 1998
Job Director, Project Manager at GMAC ResCap
Industry Financial Services
Experience
TJ Lambrecht Construction, Inc. September 2008 - Present
GMAC-RFC 1999 - Present
GMAC ResCap 1999 - 2007
GMAC Residential Equity 1999 - 2007
Heller Financial 1989 - 1998
Education
Illinois State University 1981 — 1984
TJ Lambrecht Construction, Inc. September 2008 - Present
GMAC-RFC 1999 - Present
GMAC ResCap 1999 - 2007
GMAC Residential Equity 1999 - 2007
Heller Financial 1989 - 1998
Education
Illinois State University 1981 — 1984
Craig Radis's Heller Financial Experience 2000 - 2003
Job Principal at PPM America
Industry Financial Services
Experience
PPM America Capital Partners, LLC 2008 - Present
PPM America April 2003 - January 2008
Heller Financial 2000 - 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
PPM America Capital Partners, LLC 2008 - Present
PPM America April 2003 - January 2008
Heller Financial 2000 - 2003
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Finance
JoLynn Bakunas's Heller Financial Experience 1998 - 2002
Job Sr Financial Analyst at Limited Brands
Industry Retail
Experience
Limited Brands 2004 - Present
Merrill Lynch 2002 - 2004
Heller Financial 1998 - 2002
Pandolfi, Topolski, & Weiss 1997 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting, 3.7
Limited Brands 2004 - Present
Merrill Lynch 2002 - 2004
Heller Financial 1998 - 2002
Pandolfi, Topolski, & Weiss 1997 - 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting
Marquette University 1993 — 1997
Bachelor of Science (BS), Accounting, 3.7
Matt Steffen's Heller Financial Experience June 2000 - October 2001
Job Principal at Invision Capital
Industry Venture Capital & Private Equity
Experience
Invision Capital July 2014 - Present
Ernst & Young January 2009 - July 2014
Ernst & Young September 2006 - January 2009
General Electric October 2001 - September 2006
Heller Financial June 2000 - October 2001
Ernst & Young March 1998 - June 2000
Whitman Corporation August 1996 - March 1998
KPMG August 1992 - August 1996
Skills
Restructuring, Due Diligence, Working Capital..., Corporate Finance, Financial Modeling, Cash Flow Forecasting, Financial Analysis, Cash Flow, Asset Based Lending, Leveraged Finance
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Accounting
Invision Capital July 2014 - Present
Ernst & Young January 2009 - July 2014
Ernst & Young September 2006 - January 2009
General Electric October 2001 - September 2006
Heller Financial June 2000 - October 2001
Ernst & Young March 1998 - June 2000
Whitman Corporation August 1996 - March 1998
KPMG August 1992 - August 1996
Skills
Restructuring, Due Diligence, Working Capital..., Corporate Finance, Financial Modeling, Cash Flow Forecasting, Financial Analysis, Cash Flow, Asset Based Lending, Leveraged Finance
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Accounting
Paula Wirth's Heller Financial Experience May 1998 - December 2000
Job Assistant Vice President/Fulfillment Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2009 - Present
Bank of America January 2008 - September 2009
Bank of America (formerly LaSalle Bank) March 2004 - June 2007
Bank of America (formerly LaSalle Bank) March 2002 - March 2004
Bank of America (formerly LaSalle Bank) December 2000 - March 2002
Heller Financial May 1998 - December 2000
Sarnoff & Baccash January 1996 - May 1998
Metropolitan Structures May 1991 - January 1996
Skills
Banking, Credit, Loans, Mortgage Lending
Education
Roosevelt University 1991 — 1992
Certificate, Paralegal Studies
Dominican University 1986 — 1990
BA, Political Science, Business Administration
Bank of America Merrill Lynch September 2009 - Present
Bank of America January 2008 - September 2009
Bank of America (formerly LaSalle Bank) March 2004 - June 2007
Bank of America (formerly LaSalle Bank) March 2002 - March 2004
Bank of America (formerly LaSalle Bank) December 2000 - March 2002
Heller Financial May 1998 - December 2000
Sarnoff & Baccash January 1996 - May 1998
Metropolitan Structures May 1991 - January 1996
Skills
Banking, Credit, Loans, Mortgage Lending
Education
Roosevelt University 1991 — 1992
Certificate, Paralegal Studies
Dominican University 1986 — 1990
BA, Political Science, Business Administration
Beth Himmel Witzig's Heller Financial Experience 1997 - 1998
Job Lead Quality Analyst
Industry Information Technology and Services
Experience
Eddie Bauer July 2012 - Present
Ulta 2005 - July 2012
IRI December 2001 - September 2005
Silvon Software 1999 - 2001
Chicago Title 1998 - 1999
Heller Financial 1997 - 1998
Skills
Quality Assurance, Testing, Requirements Analysis, SDLC, POS, SAP, SQL Server, Team Management, Integration, E-commerce, Quality Center, Database Design, ITIL, Visio, Windows, Visual Basic, Process Improvement, Data Warehousing, SQL, Analysis, Requirements Gathering, Management, Databases, Microsoft SQL Server, Oracle, User Acceptance Testing, Business Intelligence, PMP, SharePoint, Test Planning, ERP, Project Management, Enterprise Software, Program Management, Agile Methodologies, Business Analysis, Test Cases, Test Automation, XML, Access, Software Development, Vendor Management, Cross-functional Team..., Software Project..., Training, Agile Project Management, Business Process, CRM
Education
Illinois State University 1993 — 1996
BS, Business Administration and Management, General
Eddie Bauer July 2012 - Present
Ulta 2005 - July 2012
IRI December 2001 - September 2005
Silvon Software 1999 - 2001
Chicago Title 1998 - 1999
Heller Financial 1997 - 1998
Skills
Quality Assurance, Testing, Requirements Analysis, SDLC, POS, SAP, SQL Server, Team Management, Integration, E-commerce, Quality Center, Database Design, ITIL, Visio, Windows, Visual Basic, Process Improvement, Data Warehousing, SQL, Analysis, Requirements Gathering, Management, Databases, Microsoft SQL Server, Oracle, User Acceptance Testing, Business Intelligence, PMP, SharePoint, Test Planning, ERP, Project Management, Enterprise Software, Program Management, Agile Methodologies, Business Analysis, Test Cases, Test Automation, XML, Access, Software Development, Vendor Management, Cross-functional Team..., Software Project..., Training, Agile Project Management, Business Process, CRM
Education
Illinois State University 1993 — 1996
BS, Business Administration and Management, General
Kal Kaplan's Heller Financial Experience 1993 - 2000
Job Retired Senior Executive Commercial Finance
Industry Financial Services
Experience
Home 2005 - Present
CSNK Working Capital Finance Corp. April 2000 - June 2005
Heller Financial 1993 - 2000
Skills
Budget, Sales Management, Credit, Customer Service, Risk Management, Asset Based Lending, Strategic Financial..., Investments, Corporate Finance, Mergers, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1967 — 1970
MBA, Accountancy
Drake University 1963 — 1967
BS, Accountancy
Home 2005 - Present
CSNK Working Capital Finance Corp. April 2000 - June 2005
Heller Financial 1993 - 2000
Skills
Budget, Sales Management, Credit, Customer Service, Risk Management, Asset Based Lending, Strategic Financial..., Investments, Corporate Finance, Mergers, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1967 — 1970
MBA, Accountancy
Drake University 1963 — 1967
BS, Accountancy
Luis Viera's Heller Financial Experience 1998 - 2001
Job Managing Director at MidCap Financial, LLC
Industry Banking
Experience
MidCap Financial, LLC September 2008 - Present
Merrill Lynch Capital August 2003 - May 2008
GE Commercial Finance 2001 - 2003
Heller Financial 1998 - 2001
Skills
Corporate Finance, Valuation
Education
Georgia State University 1995 — 1997
MBA, Finance
Florida Southern College 1987 — 1991
BS, Business
MidCap Financial, LLC September 2008 - Present
Merrill Lynch Capital August 2003 - May 2008
GE Commercial Finance 2001 - 2003
Heller Financial 1998 - 2001
Skills
Corporate Finance, Valuation
Education
Georgia State University 1995 — 1997
MBA, Finance
Florida Southern College 1987 — 1991
BS, Business
Mignon Winston's Heller Financial Experience 1994 - 1999
Job First Vice President & Portfolio Manager at Sterling National Bank
Industry Banking
Experience
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Rich Holston's Heller Financial Experience 1993 - 2001
Job Vice President at Siemens Financial Services, Inc.
Industry Financial Services
Experience
Siemens Financial Services, Inc. April 2008 - Present
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
CIT 1997 - 1999
Education
Fairleigh Dickinson University 1993 — 1996
M.B.A., Corporate Finance
Seton Hall University 1988 — 1993
Siemens Financial Services, Inc. April 2008 - Present
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
CIT 1997 - 1999
Education
Fairleigh Dickinson University 1993 — 1996
M.B.A., Corporate Finance
Seton Hall University 1988 — 1993
William Ruiz's Heller Financial Experience 1991 - 1994
Job Senior Vice President at First Key Lending
Industry Commercial Real Estate
Experience
First Key Lending August 2013 - Present
Gateway Asset Management October 2009 - August 2013
Lehman Brothers August 1996 - January 2008
USGI 1994 - 1996
Heller Financial 1991 - 1994
First American Bank of New York 1985 - 1991
Skills
Portfolio Management, Loans, Finance, Asset Management, Mergers & Acquisitions, Strategy, Commercial Real Estate, Underwriting, Mortgage Lending, Commercial Mortgages, Management, Negotiation, Property Management, New Business Development, Restructuring
Education
Franklin & Marshall College 1981 — 1985
First Key Lending August 2013 - Present
Gateway Asset Management October 2009 - August 2013
Lehman Brothers August 1996 - January 2008
USGI 1994 - 1996
Heller Financial 1991 - 1994
First American Bank of New York 1985 - 1991
Skills
Portfolio Management, Loans, Finance, Asset Management, Mergers & Acquisitions, Strategy, Commercial Real Estate, Underwriting, Mortgage Lending, Commercial Mortgages, Management, Negotiation, Property Management, New Business Development, Restructuring
Education
Franklin & Marshall College 1981 — 1985
Emmet Wong's Heller Financial Experience 1995 - 2001
Job Vice President at PNC Business Credit
Industry Banking
Experience
PNC Business Credit 2006 - Present
Merrill Lynch Capital 2002 - 2006
Heller Financial 1995 - 2001
Skills
Underwriting, Commercial Lending, Finance, Asset Based Lending, Credit Analysis, Credit, Loans, Portfolio Management, Financial Modeling, Mergers, Due Diligence, Credit Risk, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Northern Illinois University - College of Business
Bachelor of Science, Finance
Willowbrook High School
Willowbrook High School
PNC Business Credit 2006 - Present
Merrill Lynch Capital 2002 - 2006
Heller Financial 1995 - 2001
Skills
Underwriting, Commercial Lending, Finance, Asset Based Lending, Credit Analysis, Credit, Loans, Portfolio Management, Financial Modeling, Mergers, Due Diligence, Credit Risk, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Northern Illinois University - College of Business
Bachelor of Science, Finance
Willowbrook High School
Willowbrook High School
Bryan Robson's Heller Financial Experience 1990 - 2000
Job Tour Leader at History of Wrigley
Industry Leisure, Travel & Tourism
Experience
History of Wrigley 2014 - Present
Guatemala Spirituality Tour 2014 - Present
Bryan S. Robson Coaching 2008 - Present
Bryan S. Robson Consulting 2000 - Present
Heller Financial 1990 - 2000
PwC 1983 - 1990
Skills
Leadership Development, Executive Coaching, Coaching, Organizational..., Public Speaking, Strategic Planning, Training, Leadership, Career Development, Nonprofits, Entrepreneurship, Change Management, Recruiting, Management Consulting, Team Building, Strategy, Management, Employee Engagement
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Illinois State University
Bachelor of Science (BS), Accounting
History of Wrigley 2014 - Present
Guatemala Spirituality Tour 2014 - Present
Bryan S. Robson Coaching 2008 - Present
Bryan S. Robson Consulting 2000 - Present
Heller Financial 1990 - 2000
PwC 1983 - 1990
Skills
Leadership Development, Executive Coaching, Coaching, Organizational..., Public Speaking, Strategic Planning, Training, Leadership, Career Development, Nonprofits, Entrepreneurship, Change Management, Recruiting, Management Consulting, Team Building, Strategy, Management, Employee Engagement
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Illinois State University
Bachelor of Science (BS), Accounting
John M Suhs's Heller Financial Experience 1997 - 1999
Job Vice President Underwriting Manager at BB&T Real Estate Funding
Industry Commercial Real Estate
Experience
BB&T Real Estate Funding January 2013 - Present
Capmark 2005 - June 2012
KeyBank Real Estate Capital 2002 - 2005
U.S. Bank 1999 - 2002
Heller Financial 1997 - 1999
Bank of America (formerly Continental Bank) 1993 - 1997
Stein & Company 1989 - 1993
Skills
Loans, Underwriting, CMBS, Asset Managment, Commercial Mortgages, Commercial Lending, Portfolio Management, Due Diligence, Capital Markets, Credit, Construction Loans, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Benet Academy 1981 — 1985
BB&T Real Estate Funding January 2013 - Present
Capmark 2005 - June 2012
KeyBank Real Estate Capital 2002 - 2005
U.S. Bank 1999 - 2002
Heller Financial 1997 - 1999
Bank of America (formerly Continental Bank) 1993 - 1997
Stein & Company 1989 - 1993
Skills
Loans, Underwriting, CMBS, Asset Managment, Commercial Mortgages, Commercial Lending, Portfolio Management, Due Diligence, Capital Markets, Credit, Construction Loans, Credit Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
Benet Academy 1981 — 1985
Sheryl Marcet's Heller Financial Experience 1999 - 2001
Job Managing Director at Omega Healthcare Investors, Inc.
Industry Commercial Real Estate
Experience
Omega Healthcare Investors January 2015 - Present
Oak Grove Capital May 2013 - January 2015
Red Capital Group September 2012 - April 2013
Ziegler August 2009 - September 2012
GE Healthcare Financial Services November 2002 - December 2008
Heller Financial 1999 - 2001
Skills
Underwriting, Real Estate, Due Diligence, Loans, Financial Structuring, Debt, Asset Based Lending, Seniors Housing, Healthcare, Valuation, Risk Management, Syndications, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1993
BS, Paralegal Studies
Omega Healthcare Investors January 2015 - Present
Oak Grove Capital May 2013 - January 2015
Red Capital Group September 2012 - April 2013
Ziegler August 2009 - September 2012
GE Healthcare Financial Services November 2002 - December 2008
Heller Financial 1999 - 2001
Skills
Underwriting, Real Estate, Due Diligence, Loans, Financial Structuring, Debt, Asset Based Lending, Seniors Housing, Healthcare, Valuation, Risk Management, Syndications, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Southern Illinois University, Carbondale 1990 — 1993
BS, Paralegal Studies
Holly (Borus) Hyla's Heller Financial Experience July 2001 - January 2002
Job LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management June 2009 - Present
Entertainment Cruises November 2007 - June 2009
Trizec Properties January 2002 - October 2007
Heller Financial July 2001 - January 2002
Crowe Chizek August 1999 - July 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Statements, Auditing, Finance, Accounts Payable, Financial Modeling, Internal Controls, SEC filings, General Ledger, Budgets, GAAP, Financial Accounting, Portfolio Management, US GAAP, Account Reconciliation, Real Estate
Education
Illinois State University 1995 — 1999
Illinois State University 1995 — 1999
Bachelor of Science (BS), Accounting
LaSalle Investment Management June 2009 - Present
Entertainment Cruises November 2007 - June 2009
Trizec Properties January 2002 - October 2007
Heller Financial July 2001 - January 2002
Crowe Chizek August 1999 - July 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Statements, Auditing, Finance, Accounts Payable, Financial Modeling, Internal Controls, SEC filings, General Ledger, Budgets, GAAP, Financial Accounting, Portfolio Management, US GAAP, Account Reconciliation, Real Estate
Education
Illinois State University 1995 — 1999
Illinois State University 1995 — 1999
Bachelor of Science (BS), Accounting
Kelli O'Connell's Heller Financial Experience 1991 - 2001
Job Director at NXT Capital
Industry Financial Services
Experience
NXT Capital 2010 - Present
250 Capital / Merrill Lynch 2008 - 2009
Merrill Lynch 2008 - 2008
Merrill Lynch Capital 2002 - 2008
GE Capital 2001 - 2002
Heller Financial 1991 - 2001
Office of the Future 1990 - 1991
TSC 1989 - 1990
Arthur Andersen & Co. 1985 - 1989
Skills
Financial Modeling, Leveraged Finance, Debt, Portfolio Management, Capital Markets, Middle Market, Structuring, LBO, Corporate Finance, Financial Analysis, Loans, Due Diligence, Credit, Asset Management, Credit Analysis
Education
Illinois State University
The University of Chicago Booth School of Business
MBA, Finance, Economics
NXT Capital 2010 - Present
250 Capital / Merrill Lynch 2008 - 2009
Merrill Lynch 2008 - 2008
Merrill Lynch Capital 2002 - 2008
GE Capital 2001 - 2002
Heller Financial 1991 - 2001
Office of the Future 1990 - 1991
TSC 1989 - 1990
Arthur Andersen & Co. 1985 - 1989
Skills
Financial Modeling, Leveraged Finance, Debt, Portfolio Management, Capital Markets, Middle Market, Structuring, LBO, Corporate Finance, Financial Analysis, Loans, Due Diligence, Credit, Asset Management, Credit Analysis
Education
Illinois State University
The University of Chicago Booth School of Business
MBA, Finance, Economics
Jack Kania's Heller Financial Experience 1988 - 1999
Job VP Business Development and Marketing at Snapon Credit
Industry Financial Services
Experience
Snap-on Credit May 1999 - Present
Heller Financial 1988 - 1999
Skills
Mergers, Financial Analysis, Change Management, Team Building, Account Management, Credit, Sales Management, Portfolio Management, Strategic Planning
Education
DePaul University 1991 — 1993
MBA
Northern Illinois University 1985 — 1988
BS, Finance
Snap-on Credit May 1999 - Present
Heller Financial 1988 - 1999
Skills
Mergers, Financial Analysis, Change Management, Team Building, Account Management, Credit, Sales Management, Portfolio Management, Strategic Planning
Education
DePaul University 1991 — 1993
MBA
Northern Illinois University 1985 — 1988
BS, Finance
Dominick Masciantonio's Heller Financial Experience August 1992 - July 1998
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2009 - Present
United States Tennis Association-Georgia December 2008 - Present
ORIX September 2000 - March 2008
ORIX 2002 - April 2006
ORIX Financial Services, Inc. 2000 - April 2002
Transamerica July 1998 - September 2000
Heller Financial August 1992 - July 1998
Chrysler July 1988 - August 1992
Citicorp October 1981 - July 1988
Westinghouse Electric Company September 1979 - October 1981
Skills
Portfolio Management, Finance, Banking, Risk Management, Credit, Loans, Management, Financial Services, Due Diligence, Investments
Education
Mercer University - Stetson School of Business and Economics 1983 — 1985
Master of Business Administration (MBA), Finance, General
Edinboro University of Pennsylvania 1975 — 1979
BS, Economics
Edinboro University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Finance, General
Wells Fargo Bank December 2009 - Present
United States Tennis Association-Georgia December 2008 - Present
ORIX September 2000 - March 2008
ORIX 2002 - April 2006
ORIX Financial Services, Inc. 2000 - April 2002
Transamerica July 1998 - September 2000
Heller Financial August 1992 - July 1998
Chrysler July 1988 - August 1992
Citicorp October 1981 - July 1988
Westinghouse Electric Company September 1979 - October 1981
Skills
Portfolio Management, Finance, Banking, Risk Management, Credit, Loans, Management, Financial Services, Due Diligence, Investments
Education
Mercer University - Stetson School of Business and Economics 1983 — 1985
Master of Business Administration (MBA), Finance, General
Edinboro University of Pennsylvania 1975 — 1979
BS, Economics
Edinboro University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Finance, General
Lon Russell's Heller Financial Experience 2000 - 2003
Job Accounts Receivable at Ford Motor Company
Industry Accounting
Experience
Ford Motor Company February 2015 - Present
Ford Motor Credit Company April 2011 - January 2015
Ford Motor Credit Company May 2005 - April 2011
GE Capital 2002 - 2003
Heller Financial 2000 - 2003
CIT Finance Investment Bank 1995 - 2000
AT&T Systems Leasing 1990 - 2000
Skills
Forecasting, Managerial Finance, Variance Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Financial Accounting, Financial Analysis, Budgets, Team Leadership, Finance, Microsoft Excel, Corporate Finance, Accounting, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Leadership, Process Improvement
Education
Wayne State University 1990 — 1993
MBA, Finance
Eastern Michigan University 1978 — 1983
BBA, Accounting
Ford Motor Company February 2015 - Present
Ford Motor Credit Company April 2011 - January 2015
Ford Motor Credit Company May 2005 - April 2011
GE Capital 2002 - 2003
Heller Financial 2000 - 2003
CIT Finance Investment Bank 1995 - 2000
AT&T Systems Leasing 1990 - 2000
Skills
Forecasting, Managerial Finance, Variance Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Financial Accounting, Financial Analysis, Budgets, Team Leadership, Finance, Microsoft Excel, Corporate Finance, Accounting, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Leadership, Process Improvement
Education
Wayne State University 1990 — 1993
MBA, Finance
Eastern Michigan University 1978 — 1983
BBA, Accounting
Ann O'Halloran's Heller Financial Experience 2000 - 2002
Job Vice President and Controller at Kramer Van Kirk Credit Strategies
Industry Financial Services
Experience
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman July 2007 - March 2012
LightPoint Capital March 2005 - July 2007
PPM America 2002 - March 2005
Heller Financial 2000 - 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
Kramer Van Kirk Credit Strategies April 2012 - Present
Neuberger Berman July 2007 - March 2012
LightPoint Capital March 2005 - July 2007
PPM America 2002 - March 2005
Heller Financial 2000 - 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
Christy Lockridge's Heller Financial Experience March 1996 - March 2001
Job Principal at Prudential Mortgage Capital Company
Industry Financial Services
Experience
Prudential Mortgage Capital Company April 2013 - Present
GE Capital July 2006 - March 2013
GE Capital April 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial March 1996 - March 2001
Heller Financial May 1995 - February 1996
Heller Financial February 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Skills
Portfolio Management, Loans, Asset Management, Financial Analysis, Valuation, Real Estate Economics, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Iowa 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Prudential Mortgage Capital Company April 2013 - Present
GE Capital July 2006 - March 2013
GE Capital April 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial March 1996 - March 2001
Heller Financial May 1995 - February 1996
Heller Financial February 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Skills
Portfolio Management, Loans, Asset Management, Financial Analysis, Valuation, Real Estate Economics, Commercial Lending, Credit Analysis, Finance, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
University of Iowa 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Christy Lockridge's Heller Financial Experience May 1995 - September 2001
Job Principal at Prudential Mortgage Capital Company
Industry Real Estate
Experience
Prudential Mortgage Capital Company April 2013 - Present
GE Capital 2006 - March 2013
GE Capital March 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial May 1995 - September 2001
Heller Financial March 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
MBA, Finance
University of Iowa 1983 — 1987
BBA, Finance
Prudential Mortgage Capital Company April 2013 - Present
GE Capital 2006 - March 2013
GE Capital March 2005 - June 2006
GE Capital October 2001 - February 2005
Heller Financial May 1995 - September 2001
Heller Financial March 1993 - April 1995
Heller Financial January 1990 - February 1993
Principal Financial Group July 1987 - December 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1994
MBA, Finance
University of Iowa 1983 — 1987
BBA, Finance
Klay Kaspar, CAMS's Heller Financial Experience September 1999 - 2001
Job AML Manager at GE Capital
Industry Financial Services
Experience
GE Capital 2013 - Present
GE Capital January 2013 - September 2013
GE Capital August 2010 - January 2013
GE Capital 2004 - August 2010
GE Capital 2001 - 2004
Heller Financial September 1999 - 2001
Skills
Loans, Financial Modeling, Anti Money Laundering, Corporate Finance, KYC, Financial Risk, AML, Due Diligence, Credit, Credit Risk, Finance
Education
DePaul University 1995 — 1999
Bachelors, Finance
GE Capital 2013 - Present
GE Capital January 2013 - September 2013
GE Capital August 2010 - January 2013
GE Capital 2004 - August 2010
GE Capital 2001 - 2004
Heller Financial September 1999 - 2001
Skills
Loans, Financial Modeling, Anti Money Laundering, Corporate Finance, KYC, Financial Risk, AML, Due Diligence, Credit, Credit Risk, Finance
Education
DePaul University 1995 — 1999
Bachelors, Finance
Cassandra Maziarka's Heller Financial Experience 1995 - 2001
Job Finance Manager Re:Sources IT at Publicis Groupe
Industry Accounting
Experience
Publicis Groupe Financial AnalystMorningstarSeptember 2002 - April 2005
Heller Financial 1995 - 2001
KPMG 1992 - 1995
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Financial Reporting, Finance, Budgets, Accounting, Corporate Finance, Managerial Finance, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Marketing
Northern Illinois University 1988 — 1992
BS, Accounting
Publicis Groupe Financial AnalystMorningstarSeptember 2002 - April 2005
Heller Financial 1995 - 2001
KPMG 1992 - 1995
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Forecasting, Financial Reporting, Finance, Budgets, Accounting, Corporate Finance, Managerial Finance, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Marketing
Northern Illinois University 1988 — 1992
BS, Accounting
Francois Delangle's Heller Financial Experience July 1999 - June 2002
Job Vice President Corporate Finance Heathcare at CIT
Industry Banking
Experience
CIT January 2015 - Present
Landesbank Baden-Württemberg November 2007 - January 2014
Merrill Lynch 2002 - 2007
Heller Financial July 1999 - June 2002
Paribas 1996 - 1999
Skills
Portfolio Management, Corporate Finance, Credit, Credit Risk, Banking, Leveraged Finance, Syndications, Capital Markets, Structured Finance, Financial Structuring, Credit Analysis, Fixed Income, Financial Modeling, Underwriting, Finance, Trading, Private Equity, Loan Origination
Education
ESCP Europe 1987 — 1990
Finance
CIT January 2015 - Present
Landesbank Baden-Württemberg November 2007 - January 2014
Merrill Lynch 2002 - 2007
Heller Financial July 1999 - June 2002
Paribas 1996 - 1999
Skills
Portfolio Management, Corporate Finance, Credit, Credit Risk, Banking, Leveraged Finance, Syndications, Capital Markets, Structured Finance, Financial Structuring, Credit Analysis, Fixed Income, Financial Modeling, Underwriting, Finance, Trading, Private Equity, Loan Origination
Education
ESCP Europe 1987 — 1990
Finance
Kim Withrow's Heller Financial Experience January 1989 - June 1997
Job Senior Vice President at First Capital
Industry Financial Services
Experience
First Capital July 2004 - Present
Kimberly Finch WIthrow, Esq. June 1997 - July 2004
Heller Financial January 1989 - June 1997
Skills
Asset Based Lending, Factoring, Commercial Finance, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Underwriting, Middle Market, Alternative Investments, Trade Finance, Small Business Lending, Banking, Investments, Finance, Structured Finance
Education
Vanderbilt University Law School 1981 — 1984
Doctor of Law (JD)
Emory University - Goizueta Business School 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
First Capital July 2004 - Present
Kimberly Finch WIthrow, Esq. June 1997 - July 2004
Heller Financial January 1989 - June 1997
Skills
Asset Based Lending, Factoring, Commercial Finance, Commercial Lending, Loans, Credit Analysis, Portfolio Management, Credit, Underwriting, Middle Market, Alternative Investments, Trade Finance, Small Business Lending, Banking, Investments, Finance, Structured Finance
Education
Vanderbilt University Law School 1981 — 1984
Doctor of Law (JD)
Emory University - Goizueta Business School 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Heidi Brunet's Heller Financial Experience February 1999 - October 2001
Job VP Senior Housing
Industry Financial Services
Experience
Berkadia Commercial Mortgage October 2011 - Present
Oak Grove Capital July 2009 - October 2011
KeyBank Real Estate Capital February 2007 - July 2009
CIT Healthcare December 2005 - February 2007
GE Capital 2005 - 2007
General Electric October 2001 - December 2005
Heller Financial February 1999 - October 2001
Education
DePaul University
Finance
Berkadia Commercial Mortgage October 2011 - Present
Oak Grove Capital July 2009 - October 2011
KeyBank Real Estate Capital February 2007 - July 2009
CIT Healthcare December 2005 - February 2007
GE Capital 2005 - 2007
General Electric October 2001 - December 2005
Heller Financial February 1999 - October 2001
Education
DePaul University
Finance
Deborah Gibb's Heller Financial Experience 1997 - 1998
Job Vice President at SunTrust Bank
Industry Financial Services
Experience
Sun Trust Robinson Humphrey March 2014 - July 2015
Independent: Finance, Compliance and Operations Specialist November 2013 - February 2014
General Electric Capital Corp. June 2003 - November 2013
PNC (previously Mercantile Safe Deposit & Trust) November 1998 - May 2003
Heller Financial 1997 - 1998
Skills
Loans, Management, Commercial Lending, Risk Management, Commercial Banking, Loan Origination, Consumer Lending, Contracts Administrators, Lease Financing, Portfolio Management, Syndications, Regulatory Documentation, Compliance, Financial Accounting, Operations Management, Mergers & Acquisitions, Mortgage Lending, Customer Service, Banking
Education
University of Oklahoma 1991 — 1991
ABA National Compliance School
Houston Community College 1988 — 1990
Accounting
The Community College of Baltimore County 1978 — 1979
Accounting
University of Phoenix-Maryland Campus
Business Administration/Marketing
Sun Trust Robinson Humphrey March 2014 - July 2015
Independent: Finance, Compliance and Operations Specialist November 2013 - February 2014
General Electric Capital Corp. June 2003 - November 2013
PNC (previously Mercantile Safe Deposit & Trust) November 1998 - May 2003
Heller Financial 1997 - 1998
Skills
Loans, Management, Commercial Lending, Risk Management, Commercial Banking, Loan Origination, Consumer Lending, Contracts Administrators, Lease Financing, Portfolio Management, Syndications, Regulatory Documentation, Compliance, Financial Accounting, Operations Management, Mergers & Acquisitions, Mortgage Lending, Customer Service, Banking
Education
University of Oklahoma 1991 — 1991
ABA National Compliance School
Houston Community College 1988 — 1990
Accounting
The Community College of Baltimore County 1978 — 1979
Accounting
University of Phoenix-Maryland Campus
Business Administration/Marketing
Ken Partacz's Heller Financial Experience 1992 - 1996
Job Vice President at Banc of America Leasing
Industry Financial Services
Experience
Banc of America Leasing December 2009 - Present
Grandbridge Real Estate Capital 2005 - 2008
GE Commercial Finance, Business Property 1999 - 2005
NationsCredit Commercial Corporation 1996 - 1999
Heller Financial 1992 - 1996
Chrysler Capital Corp 1986 - 1992
Education
Eastern Michigan University 1972 — 1975
MBA, Finance
Michigan State University 1968 — 1972
BA, Marketing
Banc of America Leasing December 2009 - Present
Grandbridge Real Estate Capital 2005 - 2008
GE Commercial Finance, Business Property 1999 - 2005
NationsCredit Commercial Corporation 1996 - 1999
Heller Financial 1992 - 1996
Chrysler Capital Corp 1986 - 1992
Education
Eastern Michigan University 1972 — 1975
MBA, Finance
Michigan State University 1968 — 1972
BA, Marketing
Al Forzano's Heller Financial Experience 1996 - 2002
Job Portfolio Manager at TD Bank
Industry Financial Services
Experience
Sterling National Bank September 2009 - March 2010
Independent Consultant January 2009 - September 2009
The CIT Group January 2003 - November 2008
Heller Financial 1996 - 2002
Bank of New York Mellon 1987 - 1995
The Chase Manhattan Bank 1980 - 1987
Skills
Credit Analysis, Credit, Loans, Due Diligence, Portfolio Management, E-commerce, Financial Services, Relationship Management, Commercial Lending, Cash Flow, Funding, Asset Based Lending, Retail, Underwriting, Financial Structuring, Distributors, Finance
Education
Hofstra University 1980 — 1989
MBA, Finance & Banking
Sterling National Bank September 2009 - March 2010
Independent Consultant January 2009 - September 2009
The CIT Group January 2003 - November 2008
Heller Financial 1996 - 2002
Bank of New York Mellon 1987 - 1995
The Chase Manhattan Bank 1980 - 1987
Skills
Credit Analysis, Credit, Loans, Due Diligence, Portfolio Management, E-commerce, Financial Services, Relationship Management, Commercial Lending, Cash Flow, Funding, Asset Based Lending, Retail, Underwriting, Financial Structuring, Distributors, Finance
Education
Hofstra University 1980 — 1989
MBA, Finance & Banking
Funmi Obasohan's Heller Financial Experience January 2000 - April 2001
Job Director, Ethania Logistics, LLC
Industry Transportation/Trucking/Railroad
Experience
Ethania Logistics, LLC January 2006 - Present
EagleBank February 2005 - December 2006
James Monroe Bank acquired by PNC October 2003 - February 2005
SequoiaBank acquired by United Bank July 2001 - September 2003
Heller Financial January 2000 - April 2001
Skills
Freight, Logistics, Freight Forwarding, Air Freight, Shipping, Financial Analysis, Corporate Finance, Risk Management, Valuation, Business Strategy, Strategic Planning, Financial Reporting, Operations Management, Accounting, Budgets, Financial Modeling, Business Development, Negotiation, Business Planning
Education
Johns Hopkins University 2005 — 2006
LDP15
Howard University 1995 — 1999
BBA, Finance
Ethania Logistics, LLC January 2006 - Present
EagleBank February 2005 - December 2006
James Monroe Bank acquired by PNC October 2003 - February 2005
SequoiaBank acquired by United Bank July 2001 - September 2003
Heller Financial January 2000 - April 2001
Skills
Freight, Logistics, Freight Forwarding, Air Freight, Shipping, Financial Analysis, Corporate Finance, Risk Management, Valuation, Business Strategy, Strategic Planning, Financial Reporting, Operations Management, Accounting, Budgets, Financial Modeling, Business Development, Negotiation, Business Planning
Education
Johns Hopkins University 2005 — 2006
LDP15
Howard University 1995 — 1999
BBA, Finance
Joseph Fordonski's Heller Financial Experience 1988 - 1999
Job Senior Relationship Manager, Kinecta Federal Credit Union
Industry Banking
Experience
Kinecta Federal Credit Union March 2011 - Present
Bridger Commercial Funding May 2010 - March 2011
Bank of America April 2009 - May 2010
Washington Mutual August 2001 - January 2009
Equis Corporation June 2000 - August 2001
FINOVA Capital Corporation February 1999 - April 2000
Heller Financial 1988 - 1999
Skills
Investment Properties, Credit, Portfolio Management, Loans, Commercial Real Estate, Finance, Mergers & Acquisitions, Commercial Lending, Loan Origination, Commercial Mortgages, Mortgage Lending, Asset Management, Credit Analysis, Underwriting, Real Estate Economics
Education
Eastern Illinois University 1982 — 1985
BA, Economics
Rich Central HS 1976 — 1980
Kinecta Federal Credit Union March 2011 - Present
Bridger Commercial Funding May 2010 - March 2011
Bank of America April 2009 - May 2010
Washington Mutual August 2001 - January 2009
Equis Corporation June 2000 - August 2001
FINOVA Capital Corporation February 1999 - April 2000
Heller Financial 1988 - 1999
Skills
Investment Properties, Credit, Portfolio Management, Loans, Commercial Real Estate, Finance, Mergers & Acquisitions, Commercial Lending, Loan Origination, Commercial Mortgages, Mortgage Lending, Asset Management, Credit Analysis, Underwriting, Real Estate Economics
Education
Eastern Illinois University 1982 — 1985
BA, Economics
Rich Central HS 1976 — 1980
Kevin Maranto's Heller Financial Experience 1996 - 1999
Job Workday Project Manager at Argonne National Laboratory
Industry Printing
Experience
Argonne National Laboratory August 2015 - Present
Argonne National Laboratory April 2012 - Present
RR Donnelley 2000 - 2012
Outboard Marine Corporation 1999 - 2000
Heller Financial 1996 - 1999
Helene Curtis 1991 - 1996
Kemper Financial Inc. 1989 - 1991
Skills
HRIS, PeopleSoft, Compensation, Process Improvement, Team Building, Strategic Planning, Payroll, Project Management, Deferred Compensation, Applicant Tracking..., Employee Benefits, Training, Human Resources, Leadership, Business Analysis, Management, Workday
Education
Illinois State University 1985 — 1989
BS, Psychology
Argonne National Laboratory August 2015 - Present
Argonne National Laboratory April 2012 - Present
RR Donnelley 2000 - 2012
Outboard Marine Corporation 1999 - 2000
Heller Financial 1996 - 1999
Helene Curtis 1991 - 1996
Kemper Financial Inc. 1989 - 1991
Skills
HRIS, PeopleSoft, Compensation, Process Improvement, Team Building, Strategic Planning, Payroll, Project Management, Deferred Compensation, Applicant Tracking..., Employee Benefits, Training, Human Resources, Leadership, Business Analysis, Management, Workday
Education
Illinois State University 1985 — 1989
BS, Psychology
Eric W. Vessele's Heller Financial Experience May 2001 - October 2001
Job Manager, Commercial Lending Credit at Alliant Credit Union
Industry Real Estate
Experience
Alliant Credit Union May 2013 - Present
First Bank and Trust Company of Illinois March 2009 - February 2013
GE Capital July 2006 - January 2009
GE Capital 2001 - 2009
GE Capital October 2001 - July 2006
Heller Financial May 2001 - October 2001
Heller Financial January 1999 - May 2001
Heller Financial 1998 - 1999
Heller Financial 1996 - 1998
ORIX Real Estate Equities, Inc. February 1995 - January 1996
Skills
Financial Risk, Foreclosures, Credit, Loan Origination, Portfolio Management, Financial Analysis, Commercial Lending, Loans, Real Estate, Management, Commercial Mortgages, Strategic Planning, Equities, Commercial Real Estate, Investments, Training, Credit Risk, Mortgage Lending, Asset Managment, Leases, REO, Underwriting, Asset Management, Financial Structuring, Disposition
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
The Ohio State University Fisher College of Business 1985 — 1990
MSBA, Real Estate, Risk Management, Marketing
Alliant Credit Union May 2013 - Present
First Bank and Trust Company of Illinois March 2009 - February 2013
GE Capital July 2006 - January 2009
GE Capital 2001 - 2009
GE Capital October 2001 - July 2006
Heller Financial May 2001 - October 2001
Heller Financial January 1999 - May 2001
Heller Financial 1998 - 1999
Heller Financial 1996 - 1998
ORIX Real Estate Equities, Inc. February 1995 - January 1996
Skills
Financial Risk, Foreclosures, Credit, Loan Origination, Portfolio Management, Financial Analysis, Commercial Lending, Loans, Real Estate, Management, Commercial Mortgages, Strategic Planning, Equities, Commercial Real Estate, Investments, Training, Credit Risk, Mortgage Lending, Asset Managment, Leases, REO, Underwriting, Asset Management, Financial Structuring, Disposition
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
The Ohio State University Fisher College of Business 1985 — 1990
MSBA, Real Estate, Risk Management, Marketing
Bobby Lau's Heller Financial Experience 1993 - 2000
Job Managing Director at Carl Marks Advisors
Industry Financial Services
Experience
Carl Marks Advisors February 2009 - Present
The CIT Group September 2002 - November 2008
Heller Financial 1993 - 2000
Skills
Due Diligence, Private Equity, Corporate Finance, Leveraged Finance, Capital Markets, Investment Banking, Asset Based Lending, Valuation, Middle Market, Mergers, LBO
Education
The University of Georgia
AB, Economics
Georgia State University
MBA, Corporate Finance
Carl Marks Advisors February 2009 - Present
The CIT Group September 2002 - November 2008
Heller Financial 1993 - 2000
Skills
Due Diligence, Private Equity, Corporate Finance, Leveraged Finance, Capital Markets, Investment Banking, Asset Based Lending, Valuation, Middle Market, Mergers, LBO
Education
The University of Georgia
AB, Economics
Georgia State University
MBA, Corporate Finance
Kim Liautaud's Heller Financial Experience June 1988 - February 2002
Job Managaing Director at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2015 - Present
BMO Harris Bank June 2012 - Present
FundCore Finance Group February 2011 - May 2012
Merrill Lynch Capital May 2002 - March 2008
Heller Financial (now GE Capital) 1988 - 2003
heller financial June 1988 - February 2002
Heller Financial 1988 - 2002
Skills
Real Estate, Debt, Loans, Syndications, Underwriting, Commercial Mortgages, Investments, Real Estate Economics, Commercial Real Estate, Banking, Financial Modeling
Education
Illinois State University 1984 — 1988
BS, Accounting
BMO Harris Bank January 2015 - Present
BMO Harris Bank June 2012 - Present
FundCore Finance Group February 2011 - May 2012
Merrill Lynch Capital May 2002 - March 2008
Heller Financial (now GE Capital) 1988 - 2003
heller financial June 1988 - February 2002
Heller Financial 1988 - 2002
Skills
Real Estate, Debt, Loans, Syndications, Underwriting, Commercial Mortgages, Investments, Real Estate Economics, Commercial Real Estate, Banking, Financial Modeling
Education
Illinois State University 1984 — 1988
BS, Accounting
Michael Cavounis's Heller Financial Experience 1994 - 1997
Job Principal at American Capital
Industry Investment Banking
Experience
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
American Capital November 2012 - Present
Royal Bank of Scotland September 2004 - November 2012
Banc of America Securities 2001 - 2004
J. H. Whitney & Co. 1999 - 2001
Heller Financial 1994 - 1997
Morgan Stanley May 1993 - September 1994
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Finance, Economics
James Latimer's Heller Financial Experience September 1974 - May 1988
Job Managing Director at ING Capital LLC until 4/12/13
Industry Financial Services
Experience
ING Capital LLC September 1989 - Present
Heller Financial September 1974 - May 1988
Education
Georgia State University 1963 — 1970
BBA, Marketing
ING Capital LLC September 1989 - Present
Heller Financial September 1974 - May 1988
Education
Georgia State University 1963 — 1970
BBA, Marketing
Karen Daleo, CFP®'s Heller Financial Experience 1987 - 1990
Job VP Trust Tax Manager at The National Bank & Trust Company
Industry Banking
Experience
The National Bank & Trust Company March 2000 - Present
DEKALB Genetics Corporation July 1991 - March 2000
Heller Financial 1987 - 1990
Skills
Trusts, Charitable Trusts, Tax Law, Taxation of Trusts, Tax Preparation, Tax Advisory, Investment Advisory, Compliance, Risk Management, Product Development, Team-oriented, Customer Service, Customer Retention, Policy, Estate Planning, Strategic Financial..., Mutual Funds, Financial Planning
Education
DePaul University 1986 — 1989
Masters, Taxation
Northern Illinois University 1982 — 1985
B.S., Finance
The National Bank & Trust Company March 2000 - Present
DEKALB Genetics Corporation July 1991 - March 2000
Heller Financial 1987 - 1990
Skills
Trusts, Charitable Trusts, Tax Law, Taxation of Trusts, Tax Preparation, Tax Advisory, Investment Advisory, Compliance, Risk Management, Product Development, Team-oriented, Customer Service, Customer Retention, Policy, Estate Planning, Strategic Financial..., Mutual Funds, Financial Planning
Education
DePaul University 1986 — 1989
Masters, Taxation
Northern Illinois University 1982 — 1985
B.S., Finance
Terry Briese's Heller Financial Experience 1998 - 2001
Job SVP, Middle Market Banking
Industry Banking
Experience
First Midwest Bank September 2005 - Present
The CIT Group 2004 - 2005
GE Capital 1998 - 2004
Heller Financial 1998 - 2001
Associates Commercial Corporation 1996 - 1998
First Midwest Bank 1992 - 1996
Skills
Credit, Middle Market, Loans, Banking, Workout, Portfolio Management, Commercial Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Purdue University Calumet
BS, Management
First Midwest Bank September 2005 - Present
The CIT Group 2004 - 2005
GE Capital 1998 - 2004
Heller Financial 1998 - 2001
Associates Commercial Corporation 1996 - 1998
First Midwest Bank 1992 - 1996
Skills
Credit, Middle Market, Loans, Banking, Workout, Portfolio Management, Commercial Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Purdue University Calumet
BS, Management
John Pantone's Heller Financial Experience 1987 - 1998
Job principal at adams lasalle realty
Industry Real Estate
Experience
ARC Properties, Inc. August 2010 - Present
Buchanan Street Partners January 2005 - February 2009
Heller Financial 1987 - 1998
Education
Illinois State University 1981 — 1985
BS, Accounting (CPA)
Proviso West HS
ARC Properties, Inc. August 2010 - Present
Buchanan Street Partners January 2005 - February 2009
Heller Financial 1987 - 1998
Education
Illinois State University 1981 — 1985
BS, Accounting (CPA)
Proviso West HS
Sean K. Patrick's Heller Financial Experience 1992 - 1997
Job Director, Aviation Finance
Industry Banking
Experience
Commerce Bank N.A. - Commerce Bancshares, Inc. August 2005 - Present
GMAC Commercial Finance July 2001 - July 2005
ORIX 1997 - 2001
Heller Financial 1992 - 1997
Skills
Asset Managment, Commercial Lending, Credit Analysis, Aviation, Structured Finance, Asset Based Lending, Transportation Finance
Education
Hofstra University
Bachelor of Applied Science (B.A.Sc.)
NYU Stern School of Business
MBA
Commerce Bank N.A. - Commerce Bancshares, Inc. August 2005 - Present
GMAC Commercial Finance July 2001 - July 2005
ORIX 1997 - 2001
Heller Financial 1992 - 1997
Skills
Asset Managment, Commercial Lending, Credit Analysis, Aviation, Structured Finance, Asset Based Lending, Transportation Finance
Education
Hofstra University
Bachelor of Applied Science (B.A.Sc.)
NYU Stern School of Business
MBA
Holly Huels's Heller Financial Experience 1991 - 1993
Job Founder & Managing Partner at Corporate Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
Corporate Capital Partners, LLC August 2015 - Present
Capital For Business, Inc. March 1993 - August 2015
Heller Financial 1991 - 1993
Deloitte 1988 - 1991
Skills
Private Equity, Valuation, Mergers, Middle Market, Due Diligence, Capital, Divestitures, Executive Management, Acquisitions, Management, Business Valuation, Buyouts, Leveraged Finance, Mergers & Acquisitions, Structured Finance, M&A experience, Private Placements, Financial Structuring, Loans, Investments, Venture Capital, LBO, Corporate Development, Finance
Education
Washington University in St. Louis - Olin Business School 1992 — 1996
MBA
Drake University 1984 — 1988
BSBA, Accounting
Corporate Capital Partners, LLC August 2015 - Present
Capital For Business, Inc. March 1993 - August 2015
Heller Financial 1991 - 1993
Deloitte 1988 - 1991
Skills
Private Equity, Valuation, Mergers, Middle Market, Due Diligence, Capital, Divestitures, Executive Management, Acquisitions, Management, Business Valuation, Buyouts, Leveraged Finance, Mergers & Acquisitions, Structured Finance, M&A experience, Private Placements, Financial Structuring, Loans, Investments, Venture Capital, LBO, Corporate Development, Finance
Education
Washington University in St. Louis - Olin Business School 1992 — 1996
MBA
Drake University 1984 — 1988
BSBA, Accounting
Jeffrey Watzke's Heller Financial Experience June 1999 - April 2001
Job Senior Director at Fitch Ratings
Industry Capital Markets
Experience
Fitch Ratings April 2001 - Present
Heller Financial June 1999 - April 2001
Skills
Structured Finance, Fixed Income, Financial Modeling, Securitization, Capital Markets, Valuation, CMBS, Structured Products, Asset Management, Portfolio Management, Investment Banking, Credit Analysis, Leveraged Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelors of Business Administration, Finance and Business Economics
Fitch Ratings April 2001 - Present
Heller Financial June 1999 - April 2001
Skills
Structured Finance, Fixed Income, Financial Modeling, Securitization, Capital Markets, Valuation, CMBS, Structured Products, Asset Management, Portfolio Management, Investment Banking, Credit Analysis, Leveraged Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelors of Business Administration, Finance and Business Economics
Michelle (Shelly) Bergsma's Heller Financial Experience 1995 - 2000
Job Talent Aquisition Consultant at W.W. Grainger
Industry Retail
Experience
W.W. Grainger February 2011 - Present
Paws For Treats April 2008 - Present
Grainger 2006 - 2007
Ameriquest Capital Group 2004 - 2006
Levy Security Corporation 2002 - 2004
Bidbuybuild.com 2000 - 2000
Heller Financial 1995 - 2000
Education
Loyola University Chicago 1994 — 1999
MA, Criminal Justice
Illinois State University 1987 — 1991
BA, Criminal Justice
W.W. Grainger February 2011 - Present
Paws For Treats April 2008 - Present
Grainger 2006 - 2007
Ameriquest Capital Group 2004 - 2006
Levy Security Corporation 2002 - 2004
Bidbuybuild.com 2000 - 2000
Heller Financial 1995 - 2000
Education
Loyola University Chicago 1994 — 1999
MA, Criminal Justice
Illinois State University 1987 — 1991
BA, Criminal Justice
Janis Webb's Heller Financial Experience 1997 - 2002
Job Payroll Analyst at Avalara ISPI
Industry Computer Software
Experience
Avalara ISPI 2008 - Present
Hewitt Associates September 2005 - August 2008
Heller Financial 1997 - 2002
Skills
ADP Payroll, Payroll Taxes, PeopleSoft, Access, Payroll, Leadership, HRIS, Ceridian
Education
DePaul University
Avalara ISPI 2008 - Present
Hewitt Associates September 2005 - August 2008
Heller Financial 1997 - 2002
Skills
ADP Payroll, Payroll Taxes, PeopleSoft, Access, Payroll, Leadership, HRIS, Ceridian
Education
DePaul University
Lucy Tebbetts's Heller Financial Experience 1996 - 1997
Job Managing Director at The PrivateBank
Industry Financial Services
Experience
The PrivateBank July 2012 - Present
WRHC 106.7 LP FM 2010 - 2012
Tolar Design Group 2007 - 2011
GE Capital 2000 - 2006
FINOVA Capital Corporation 1997 - 2000
Heller Financial 1996 - 1997
Banque Paribas 1990 - 1996
Education
DePaul University 1992 — 1994
Masters of Business Administration, Finance
DePauw University 1986 — 1990
Bachelor of Arts, Major Economics, Minor Asian Studies
The Chinese University of Hong Kong 1989 — 1989
Third World Economics
Harrington College of Design
Associates, Interior Design
The PrivateBank July 2012 - Present
WRHC 106.7 LP FM 2010 - 2012
Tolar Design Group 2007 - 2011
GE Capital 2000 - 2006
FINOVA Capital Corporation 1997 - 2000
Heller Financial 1996 - 1997
Banque Paribas 1990 - 1996
Education
DePaul University 1992 — 1994
Masters of Business Administration, Finance
DePauw University 1986 — 1990
Bachelor of Arts, Major Economics, Minor Asian Studies
The Chinese University of Hong Kong 1989 — 1989
Third World Economics
Harrington College of Design
Associates, Interior Design
Jessica McCollum's Heller Financial Experience 2000 - 2002
Job Realtor at Keller Williams Realty Premiere Properties
Industry Real Estate
Experience
Keller Williams Realty Premiere Properties August 2011 - Present
Morningstar 2002 - 2004
Heller Financial 2000 - 2002
CBIZ Rootberg Business Services 1996 - 2000
Skills
Real Estate, Investments, Short Sales, Financial Analysis, Foreclosures, Buyers, Real Estate Transactions, Sellers, First Time Home Buyers, Investment Properties, Customer Service, Listings, Buyer Representation, Townhomes, Condos, Relocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Strategy, Execution & Valuation
Northern Illinois University 1992 — 1996
BS, Accounting
Glenbard West
Keller Williams Realty Premiere Properties August 2011 - Present
Morningstar 2002 - 2004
Heller Financial 2000 - 2002
CBIZ Rootberg Business Services 1996 - 2000
Skills
Real Estate, Investments, Short Sales, Financial Analysis, Foreclosures, Buyers, Real Estate Transactions, Sellers, First Time Home Buyers, Investment Properties, Customer Service, Listings, Buyer Representation, Townhomes, Condos, Relocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Strategy, Execution & Valuation
Northern Illinois University 1992 — 1996
BS, Accounting
Glenbard West
Bob Kolb's Heller Financial Experience 1992 - 1994
Job Retired CFO
Industry Education Management
Experience
Vistamar School July 2011 - August 2012
Laguna Blanca School September 2010 - June 2011
Curtis School 2003 - 2009
Deutsche Bank 1994 - 2003
Heller Financial 1992 - 1994
Bankers Trust Company 1986 - 1991
Skills
Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1974 — 1976
MBA
Georgia Institute of Technology 1970 — 1974
BS, Economics
Vistamar School July 2011 - August 2012
Laguna Blanca School September 2010 - June 2011
Curtis School 2003 - 2009
Deutsche Bank 1994 - 2003
Heller Financial 1992 - 1994
Bankers Trust Company 1986 - 1991
Skills
Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 1974 — 1976
MBA
Georgia Institute of Technology 1970 — 1974
BS, Economics
Sandra Wellner's Heller Financial Experience April 1991 - October 1997
Job Accounting Professional
Industry Accounting
Experience
Mcdonald's 2000 - Present
McDonald's Corporation March 2000 - November 2001
American Bottling Co. April 1999 - March 2000
CNA Insurance December 1998 - April 1999
Accountemps October 1997 - December 1998
Heller Financial April 1991 - October 1997
Education
DePaul University 1997 — 1998
Certificate, Computer Career Program
Loyola University Chicago 1985 — 1992
BBA, Public Accounting
Mcdonald's 2000 - Present
McDonald's Corporation March 2000 - November 2001
American Bottling Co. April 1999 - March 2000
CNA Insurance December 1998 - April 1999
Accountemps October 1997 - December 1998
Heller Financial April 1991 - October 1997
Education
DePaul University 1997 — 1998
Certificate, Computer Career Program
Loyola University Chicago 1985 — 1992
BBA, Public Accounting
Robert Hulak Jr's Heller Financial Experience June 1998 - February 2000
Job ERP Director, Business Intelligence
Industry Consumer Goods
Experience
Atlas Roofing Corporation October 2011 - Present
Heidelberg November 2010 - October 2011
Heidelberg June 2008 - November 2010
Heidelberg April 2006 - May 2008
AGL Resources May 2005 - April 2006
Colgate Palmolive April 2004 - April 2005
Colgate Palmolive March 2001 - March 2004
Colgate Palmolive March 2000 - February 2001
Heller Financial June 1998 - February 2000
Skills
Forecasting, SAP, Analysis, Budgets, Management, ERP, Accounting, Leadership, Managerial Finance, Business Intelligence, Business Process, Accounts Receivable, Logistics, Pricing, Finance, Analytics, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Accounting
University of Georgia - Terry College of Business 1994 — 1997
BBA, Finance
Atlas Roofing Corporation October 2011 - Present
Heidelberg November 2010 - October 2011
Heidelberg June 2008 - November 2010
Heidelberg April 2006 - May 2008
AGL Resources May 2005 - April 2006
Colgate Palmolive April 2004 - April 2005
Colgate Palmolive March 2001 - March 2004
Colgate Palmolive March 2000 - February 2001
Heller Financial June 1998 - February 2000
Skills
Forecasting, SAP, Analysis, Budgets, Management, ERP, Accounting, Leadership, Managerial Finance, Business Intelligence, Business Process, Accounts Receivable, Logistics, Pricing, Finance, Analytics, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Accounting
University of Georgia - Terry College of Business 1994 — 1997
BBA, Finance
Allison Knapp's Heller Financial Experience 1990 - 1992
Job Senior Vice PresidentCommercial Lender at Fairfield County Bank
Industry Banking
Experience
Fairfield County Bank June 2004 - Present
Chemical Bank 2002 - 2004
Heller Financial 1990 - 1992
Skills
Mortgage Lending
Education
Fairfield University 1983 — 1987
BA, Economics
Chemical Bank Financial Management Training Program
Fairfield County Bank June 2004 - Present
Chemical Bank 2002 - 2004
Heller Financial 1990 - 1992
Skills
Mortgage Lending
Education
Fairfield University 1983 — 1987
BA, Economics
Chemical Bank Financial Management Training Program
Clifford Wells's Heller Financial Experience 1993 - 1996
Job Director at Citibank
Industry
Experience
Citibank November 2010 - Present
Patriot Capital Funding, Inc. 2008 - 2009
Patriot Capital Funding, Inc. 2004 - 2008
Abbey National Treasury Services 2002 - 2004
Bank Austria Creditanstalt 1996 - 2002
Heller Financial 1993 - 1996
U S West Financial Services, Inc. 1988 - 1993
GATX Capital Corporation 1982 - 1987
Arthur Andersen & Company 1977 - 1980
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
DePaul University 1973 — 1977
BS, Accounting
Citibank November 2010 - Present
Patriot Capital Funding, Inc. 2008 - 2009
Patriot Capital Funding, Inc. 2004 - 2008
Abbey National Treasury Services 2002 - 2004
Bank Austria Creditanstalt 1996 - 2002
Heller Financial 1993 - 1996
U S West Financial Services, Inc. 1988 - 1993
GATX Capital Corporation 1982 - 1987
Arthur Andersen & Company 1977 - 1980
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance
DePaul University 1973 — 1977
BS, Accounting
Dale Fathe-Aazam's Heller Financial Experience 1997 - 2002
Job Director of Property and Development at Housing Authority of the City of Santa Barbara
Industry Real Estate
Experience
Housing Authority of the City of Santa Barbara November 2012 - Present
Wilshire Glendon Partners March 2010 - November 2012
Prudential Mortgage Capital 2003 - 2010
Heller Financial 1997 - 2002
Education
Harvard University
Master in City and Regional Planning, Real Estate
University of California, Irvine
BA, Social Ecology
Housing Authority of the City of Santa Barbara November 2012 - Present
Wilshire Glendon Partners March 2010 - November 2012
Prudential Mortgage Capital 2003 - 2010
Heller Financial 1997 - 2002
Education
Harvard University
Master in City and Regional Planning, Real Estate
University of California, Irvine
BA, Social Ecology
David Feliciano's Heller Financial Experience November 1984 - August 1990
Job SVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2013 - Present
JPMorgan Chase October 2006 - July 2013
Bank of New York 2000 - 2006
Republic Business Credit, LLC August 1990 - August 1999
Heller Financial November 1984 - August 1990
US Army September 1979 - September 1982
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Small Business Lending, Credit Risk, Commercial Banking, Loss Mitigation, Cash Flow Lending, Revolving Lines of..., C&I
Education
Mercy College 2001 — 2003
Fordham University
Wells Fargo July 2013 - Present
JPMorgan Chase October 2006 - July 2013
Bank of New York 2000 - 2006
Republic Business Credit, LLC August 1990 - August 1999
Heller Financial November 1984 - August 1990
US Army September 1979 - September 1982
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Small Business Lending, Credit Risk, Commercial Banking, Loss Mitigation, Cash Flow Lending, Revolving Lines of..., C&I
Education
Mercy College 2001 — 2003
Fordham University
Don Schwer's Heller Financial Experience January 1996 - December 2001
Job Financial Services Professional
Industry Financial Services
Experience
GMAC Home Services/Brookfield Residential Property February 2005 - February 2011
GE Commercial Finance January 2002 - December 2004
Heller Financial January 1996 - December 2001
Education
DePaul University 1987 — 1989
Bachelor of Science, Commerce, Business Administration/Finance
GMAC Home Services/Brookfield Residential Property February 2005 - February 2011
GE Commercial Finance January 2002 - December 2004
Heller Financial January 1996 - December 2001
Education
DePaul University 1987 — 1989
Bachelor of Science, Commerce, Business Administration/Finance
Katie Pionke, CPA's Heller Financial Experience 1997 - 1999
Job Corporate Accounting Manager at Multi Packaging Solutions
Industry Electrical/Electronic Manufacturing
Experience
Multi Packaging Solutions January 2014 - Present
Rexam July 2011 - January 2014
Bowe Bell + Howell 2005 - July 2011
GE 2004 - 2004
Transamerica 1999 - 2004
Heller Financial 1997 - 1999
Skills
SAP, Auditing, Accounting, Internal Controls, Variance Analysis, Finance, Account Reconciliation, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
DePaul University
Accounting Studies Program, Hours for CPA Exam
Multi Packaging Solutions January 2014 - Present
Rexam July 2011 - January 2014
Bowe Bell + Howell 2005 - July 2011
GE 2004 - 2004
Transamerica 1999 - 2004
Heller Financial 1997 - 1999
Skills
SAP, Auditing, Accounting, Internal Controls, Variance Analysis, Finance, Account Reconciliation, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
DePaul University
Accounting Studies Program, Hours for CPA Exam
Cheryl Mark's Heller Financial Experience May 1999 - February 2002
Job Corporate Logistics Analyst at BWAY Corporation
Industry Packaging and Containers
Experience
BWAY Corporation January 2015 - Present
TransUnion September 2007 - September 2012
TransUnion October 2005 - August 2007
Advocate Home Health Services 2004 - 2005
Learning Curve International, RC2 Brands March 2002 - July 2003
Heller Financial May 1999 - February 2002
Finova Capital Corporation September 1997 - April 1999
Finova Capital Corporation April 1997 - August 1997
Heller Financial, Inc. / GE Capital Corp April 1995 - March 1997
Heller Financial, Inc. April 1994 - March 1995
Skills
Business Analysis, Process Improvement, Strategic Planning, Change Management, Risk Management, Account Reconciliation, Forecasting, Auditing, Finance, Portfolio Management, Team Building, Accounts Payable, Project Management, Financial Analysis, Healthcare, Management, Leadership, Analysis
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (M.B.A.), Finance
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Accounting
BWAY Corporation January 2015 - Present
TransUnion September 2007 - September 2012
TransUnion October 2005 - August 2007
Advocate Home Health Services 2004 - 2005
Learning Curve International, RC2 Brands March 2002 - July 2003
Heller Financial May 1999 - February 2002
Finova Capital Corporation September 1997 - April 1999
Finova Capital Corporation April 1997 - August 1997
Heller Financial, Inc. / GE Capital Corp April 1995 - March 1997
Heller Financial, Inc. April 1994 - March 1995
Skills
Business Analysis, Process Improvement, Strategic Planning, Change Management, Risk Management, Account Reconciliation, Forecasting, Auditing, Finance, Portfolio Management, Team Building, Accounts Payable, Project Management, Financial Analysis, Healthcare, Management, Leadership, Analysis
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (M.B.A.), Finance
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Charlie Givilancz's Heller Financial Experience August 1995 - June 2003
Job Manager Chicago IT Government Practice at InterDev Information System LLC
Industry Education Management
Experience
InterDev, LLC May 2015 - Present
Career Education Corporation June 2003 - January 2013
Heller Financial August 1995 - June 2003
Landis+Gyr August 1985 - August 1995
Skills
Data Center Management, Storage Area Networks, Virtual Servers, Windows Server, Server Administration, Disaster Recovery, IT Strategy, Infrastructure..., VMware, Data Center, Security, IT Operations, Vendor Management, Server Architecture, Hyper-V, Storage
Education
DeVry University-Illinois 1979 — 1982
Bachelor of Science (B.S.), Electrical and Electronics Engineering
DeVry University
Bachelor of Science in Electronic Engineering Technology, Electrical and Electronics Engineering
InterDev, LLC May 2015 - Present
Career Education Corporation June 2003 - January 2013
Heller Financial August 1995 - June 2003
Landis+Gyr August 1985 - August 1995
Skills
Data Center Management, Storage Area Networks, Virtual Servers, Windows Server, Server Administration, Disaster Recovery, IT Strategy, Infrastructure..., VMware, Data Center, Security, IT Operations, Vendor Management, Server Architecture, Hyper-V, Storage
Education
DeVry University-Illinois 1979 — 1982
Bachelor of Science (B.S.), Electrical and Electronics Engineering
DeVry University
Bachelor of Science in Electronic Engineering Technology, Electrical and Electronics Engineering
Dennis Rebman's Heller Financial Experience 1984 - 1989
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance October 2002 - Present
Wachovia Bank 2000 - 2002
Fleet Capital Corp 1990 - 2000
GE Capital 1989 - 1990
Heller Financial 1984 - 1989
Heller Financal 1984 - 1989
Skills
Asset Based Lending, Commercial Lending, Leveraged Finance, Financial Modeling, Portfolio Management, Finance, Loans, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Credit, Banking, Credit Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance, General
Wells Fargo Capital Finance October 2002 - Present
Wachovia Bank 2000 - 2002
Fleet Capital Corp 1990 - 2000
GE Capital 1989 - 1990
Heller Financial 1984 - 1989
Heller Financal 1984 - 1989
Skills
Asset Based Lending, Commercial Lending, Leveraged Finance, Financial Modeling, Portfolio Management, Finance, Loans, Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Credit, Banking, Credit Analysis
Education
DePaul University
Master of Business Administration (MBA), Finance, General
Dylan Sanders's Heller Financial Experience February 2000 - February 2002
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
New Zion Christian Church 2011 - January 2014
NorthEastern Illinois Railroad Company November 2004 - June 2010
Heller Financial February 2000 - February 2002
PNTN January 1998 - February 2000
Teachers Academy for Math and Science January 1995 - January 1997
Skills
Shelby System, PTMS, AS400 system, Rail Operations, Railway Signalling, Microsoft Office, Property Tax, Research, QuickBooks, Bloomberg Software, Finance, Auditing, Budgets, Tax, Management, Analysis
Education
DePaul University 2014 — 2016
Master's degree, Finance and tax
DePaul University 2014 — 2014
Bachelor of Arts (B.A.), Finance and Financial Management Services
New Zion Christian Church 2011 - January 2014
NorthEastern Illinois Railroad Company November 2004 - June 2010
Heller Financial February 2000 - February 2002
PNTN January 1998 - February 2000
Teachers Academy for Math and Science January 1995 - January 1997
Skills
Shelby System, PTMS, AS400 system, Rail Operations, Railway Signalling, Microsoft Office, Property Tax, Research, QuickBooks, Bloomberg Software, Finance, Auditing, Budgets, Tax, Management, Analysis
Education
DePaul University 2014 — 2016
Master's degree, Finance and tax
DePaul University 2014 — 2014
Bachelor of Arts (B.A.), Finance and Financial Management Services
Jeff Schumacher's Heller Financial Experience March 1999 - December 2001
Job Managing Director at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital April 2005 - Present
Royal Bank of Scotland September 2002 - April 2005
RBC December 2001 - September 2002
Heller Financial March 1999 - December 2001
TD April 1998 - March 1999
Heller Financial November 1995 - April 1998
NatWest Markets November 1989 - February 1995
Skills
Private Equity, LBO, Valuation, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Investment Banking, Corporate Finance, Buyouts, Syndications
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Finance and Banking
American Capital April 2005 - Present
Royal Bank of Scotland September 2002 - April 2005
RBC December 2001 - September 2002
Heller Financial March 1999 - December 2001
TD April 1998 - March 1999
Heller Financial November 1995 - April 1998
NatWest Markets November 1989 - February 1995
Skills
Private Equity, LBO, Valuation, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Investment Banking, Corporate Finance, Buyouts, Syndications
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University
Bachelor's Degree, Finance and Banking