Heller Financial
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Heller Financial Employees
iSuppli AR Manager & ReportingIHSNovember 2011 - Present
Heller Financial 1974 - 1994
Education
Los Angeles Pierce College
Associate of Arts (AA)
Pepperdine University
Bachelor's degree, Accounting and Finance
Insurance Auto Auctions March 2004 - Present
GE Capital November 2001 - May 2003
Heller Financial August 1999 - November 2001
Stein Roe & Farnham February 1998 - August 1999
Skills
Cash Management, Financial Analysis, Mergers, Forecasting, Financial Reporting, Budgets, Negotiation, Mergers & Acquisitions, Management, Analysis, Accounting, Variance Analysis, Finance, Process Improvement, Strategic Financial..., Due Diligence, Auditing, Business Planning, Business Process..., Business Analysis, Insurance, Managerial Finance, Strategic Planning, Risk Management, Financial Planning
Education
National-Louis University 1993 — 1997
Bachelor's, Accounting
BMO Global Asset Management October 2014 - Present
Mesirow Financial September 2010 - October 2014
Advisory Research September 2008 - September 2010
Nuveen Investments May 2003 - August 2008
Foothill Capital August 2002 - February 2003
Heller Financial January 2000 - January 2002
Education
Indiana University Bloomington 1995 — 1999
B.S., Finance and Accounting
O2Cool, LLC October 2011 - Present
Focus Investments, Inc. 2001 - Present
Trek Bicycle Store of Highland Park 2010 - Present
Dakota Capital Partners, LLC 1995 - 2001
Heller Financial 1993 - 1995
Amco Corporation 1988 - 1992
Katten Muchin Rosenman LLP 1985 - 1988
Skills
Investments, Asset Management, Portfolio Management, Business Strategy, Private Equity, Mergers & Acquisitions, Equities, Due Diligence, New Business Development, Entrepreneurship, Start-ups, Financial Analysis, Valuation, Venture Capital, Financial Modeling, Corporate Finance, Executive Management
Education
Northwestern University 1983 — 1986
JD, Law
University of Illinois at Urbana-Champaign 1979 — 1983
Bachelor of Commerce (BCom), Accounting
Treliant Risk Advisors August 2012 - Present
KPMG Commercial Credit Risk August 2012 - Present
Convergex April 2014 - February 2015
East Coast Venture Capital, Inc October 2011 - December 2012
Commerzbank AG November 2009 - September 2011
Dresdner Kleinwort Securities January 2001 - November 2009
Heller Financial June 1998 - December 2000
First Union Capital Markets Corp May 1996 - May 1998
KPMG Advisory January 1993 - May 1996
Independent Corporate Finance Advisor January 1992 - January 1993
Skills
Decisiveness, Consensus builder, Problem solver, Deal structure innovator, Distressed debt..., Leveraged finance and..., Credit risk ratings, Loan portfolio..., Leveraged Finance, Due Diligence, Private Equity, Corporate Finance, Securities, Capital Markets, Investment Banking, Credit Risk, Portfolio Management, Problem Solving, Structures, Fixed Income, Derivatives, Mergers & Acquisitions, Risk Management, Distressed Debt, Consensus Building, Loans, Financial Services, Securitization, Structured Products, Banking
Education
Wharton Graduate School 1975 — 1977
Masters of Business Administration, Finance / Securities Analysis
Lehigh University 1969 — 1973
Bachelor of Arts, Finance
Packers Sanitation Services, Inc. 2013 - Present
Springs Window Fashions 2011 - 2013
Covance Laboratories 2010 - 2011
CUNA Mutual Group 2007 - 2009
TBC Corporation 2006 - 2007
GE Healthcare 2001 - 2006
GE Capital 1999 - 2001
Heller Financial 1996 - 1999
Caremark 1992 - 1996
Baxter 1992 - 1992
Skills
Cross-functional Team..., Forecasting, Business Process..., Budgets, Business Planning, Strategy, Strategic Planning, Team Leadership, Finance, Analysis, Management, Leadership, Variance Analysis, Succession Planning
Education
Miami University 1988 — 1992
B.S., Finance
USG Corporation September 2010 - Present
USG Corporation March 2006 - September 2010
USG Corporation September 2003 - March 2006
Burwood Group January 2001 - September 2003
Commerx November 1999 - December 2000
Heller Financial August 1997 - November 1999
Heller Financial January 1996 - August 1997
Heller Financial November 1993 - December 1995
Accenture Technology Solutions July 1988 - November 1993
Skills
IT Strategy, Cross-functional Team..., Enterprise Software, ITIL, ERP, Program Management, Project Management, Technology Architecture, Data Center, Strategy, Management, Organizational Design, E-commerce, Consulting, Databases, Leadership, IT Management, Information Technology, Business Intelligence, Vendor Management
Education
Northwestern University - Kellogg School of Management 1995 — 1999
MM, Finance and Strategy
University of Notre Dame 1984 — 1988
BS EE, Electrical Engineering - Computer Engineering Option
Chicago October 2013 - Present
UBS AG - Investment Banking Division January 2007 - December 2011
Perot Systems (worked on UBS AG account team) April 2005 - December 2006
Sybase, Inc. 1996 - 2005
Heller Financial 1985 - 1996
Skills
Databases, Database Administration, DBA, Sybase ASE, Sybase Adaptive Server, Replication, Sybase Replication..., Unix Shell Scripting, Technical Documentation, Technical Presentations, VMware, Disaster Recovery, BCM, Technical Support, Account Management, SQL Server, MSSQL, Microsoft SQL Server, Customer Oriented, Production Support, Data Warehousing, Linux, Oracle, SQL Tuning, Sybase, AIX, Data Migration, Servers, Analysis, Testing, Operating Systems, Software Documentation
Education
Loyola University of Chicago 1992 — 1993
Bachelor of Science (BS), Computer and Information Systems
Ares Management March 2012 - Present
BlueCrest Capital Finance December 2006 - March 2012
Ritchie Capital Management July 2005 - December 2006
GE Technology Finance December 2001 - June 2005
Heller Financial July 2000 - December 2001
LifeScience Partners 1999 - 2000
LINC Capital September 1997 - September 1999
Shorebank Corp. April 1995 - August 1997
Opportunity International August 1988 - March 1995
Skills
Venture Capital, Portfolio Management, Management, Credit, Enterprise Software, Loans, Nonprofits, Structured Finance, Underwriting, Mergers & Acquisitions, Financial Risk, Strategy, Financial Analysis, Executive Management, Mergers, Start-ups
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Entrepreneurship, Marketing, Non-profit Management
Wheaton College 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Village of Midlothian April 2015 - Present
Village of Midlothian Beautification Committee September 2013 - Present
Cook County Clerk January 2007 - Present
Karlyn Management Services (formerly Karlyn Software) 2006 - Present
GE Capital 2002 - 2005
HELLER FINANCIAL 1998 - 2002
Arlen Business Systems 1990 - 1998
National Association of Realtors 1983 - 1990
American Invsco 1981 - 1983
Marshall Field and Company 1980 - 1981
Skills
Project Management, Data Conversion, SDLC, Vendor Management, Microsoft SQL Server, Requirements Analysis, Integration, Business Analysis, Process Improvement, Databases, Change Management, Program Management, SQL, Business Intelligence, Software Development, PMO, .NET, Requirements Gathering, Team Leadership, C#, IT Strategy, Software Documentation, Disaster Recovery, Data Warehousing, Software Project..., Analysis, Leadership, IT Management, Team Building, Management, Cross-functional Team..., Training
Education
Purdue University Calumet 1980 — 1981
Computer Science
Moraine Valley Community College 1976 — 1979
AAS, Data Processing (Computers)
Bremen High School 1971 — 1975
High School
Harbert Management Corporation May 2015 - Present
Physicians Capital January 2012 - April 2015
Gen Cap America August 2009 - June 2011
Calvert Street Capital Partners April 2005 - August 2009
GE Capital October 2001 - April 2005
Heller Financial July 1998 - October 2001
Ernst & Young August 1995 - July 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Portfolio Management, Leveraged Finance, Mergers, Valuation, Financial Analysis, Corporate Finance, Buyside M&A, Buyouts, LBO, Loans, Business Development, Middle Market, Structuring, Debt, Mezzanine
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Concentrations in Finance, Entrepreneurship and Real Estate
University of Notre Dame 1991 — 1995
Bachelor of Business Administration, Accountancy
CIT May 1999 - Present
Congress Talcott March 1996 - May 1999
Heller Financial August 1989 - March 1996
NatWest Commercial Services February 1975 - August 1989
Skills
Commercial Lending, Banking, Credit Analysis, Credit, Asset Based Lending, Factoring, Lines Of Credit, Portfolio Management, Commercial Banking, Commercial Finance, Small Business Lending, Financial Analysis, Credit Risk, Cash Flow Lending, Loans, Cash Management, Capital Markets, Corporate Finance, Risk Management, Workout, Middle Market
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1978
MBA, Finance
Manhattan College 1969 — 1973
BS, Marketing
Formation Capital February 2015 - Present
Oxford Finance LLC June 2012 - January 2015
Guardian Investment Real Estate June 2010 - June 2012
GE Capital 2001 - 2009
Heller Financial 1996 - 2001
Deloitte Consulting 1993 - 1996
Skills
Real Estate, Capital Markets, Investment Properties, Investments, Loans, Banking, Real Estate Economics
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Finance and Real Estate
State Farm Insurance September 1993 - Present
Silverado Leather Company April 1990 - September 1994
Heller Financial August 1985 - April 1990
Skills
Insurance Claims, Mediation, Investigations, Litigation, Customer Service, Injury, Arbitration, Civil Litigation, Dispute Resolution, Commercial Litigation, Alternative Dispute..., Appeals, Courts, Claims, Customer Relations, Personal Injury, Legal Research, Microsoft Office, Property Damage, Excel, Torts, Problem Solving, Insurance Law, Claims Management, Call Center, Customer Satisfaction, PowerPoint, Liability, Insurance, Casualty, General Liability, Litigation Management, Accident, Professional Liability, Property & Casualty..., Investigation, Subrogation, General Insurance, Automobile, Fraud, Settlements, Excess, Loss, Claims Administration, Claim, Claims Investigations, Legal Liability, Claims Resolution, Claim Investigation
Education
Marist College 1981 — 1985
BA, Political Science
St. Anthony' s High School 1978 — 1981
Fourth Quarter Consulting 2002 - Present
GE Capital October 2001 - February 2002
Heller Financial 1991 - 2002
Arthur Andersen 1990 - 1991
Skills
Leadership Development, Executive Coaching, Strategic Planning, Organizational..., Customer Service, Microsoft Office, Management Consulting, Business Strategy, Underwriting, Commercial Real Estate..., CMBS, Team Building, Financial Analysis, Research
Education
Indiana University Bloomington 1986 — 1990
Bachelor of Arts (B.A.), Economics
Carmel High School 1982 — 1986
Shooting Star Casino February 2013 - Present
Moltech Corporation May 1998 - March 2000
Heller Financial November 1997 - April 1998
Searle June 1997 - October 1997
Teltech Resource Network Corp. April 1995 - May 1997
General Mills March 1979 - August 1994
CAS June 1974 - September 1978
Skills
Hospitality Management, Hospitality Industry, Customer Service, Banquets, Bartending, Cocktails, Restaurant Management, Event Planning, Inventory Management, Hospitality Law, Menu Development, Microsoft Office, Menu Costing, Microsoft Excel, Bar Management, Tourism Management, Strategic Planning, Mixology, Bartender Training, Staff Supervision, Team Management, Cost Management, Inventory Control, Purchasing, Hotel Management, Marketing Strategy, Cost Accounting, Workplace Safety, Microsoft Office 2010, Literature Research, Database Building, Travel Arrangements, Managerial Finance, Strategic Marketing
Education
University of Minnesota-Crookston 2010 — 2013
Bachelor of Science (B.S.), Hotel, Restaurant and Tourism Management, GPA: 3.85
Minnesota State University, Moorhead 1970 — 1974
Bachelor of Science (B.S.), Chemistry
Minnesota State University, Moorhead 1970 — 1974
Bachelor of Arts (B.A.), German
Ada-Borup High School 1966 — 1970
High School, High School Diploma
Colonnade Advisors LLC June 2004 - Present
Transamerica Finance Corporation 1998 - 2004
Health Charge Corporation 1996 - 1998
Heller Financial 1995 - 1996
Heller Financial, Inc. 1987 - 1995
GATX 1981 - 1987
Bank of America August 1978 - August 1981
Skills
Private Equity, Investment Banking, Mergers, Due Diligence, Corporate Finance, Valuation, Venture Capital, Financial Modeling, Asset Managment, Financial Structuring, Asset Based Lending, Risk Management, Consumer Finance, Business Valuation, Asset Management, Mergers & Acquisitions, Financial Analysis, Strategy, Investments, Financial Services, Restructuring, M&A experience, Corporate Development, Finance, Equities, Private Placements, Divestitures, Business Strategy, Capital Raising, Joint Ventures, Securities, LBO, Portfolio Management, Leveraged Finance, Capital, Structured Finance, Recapitalizations, Mezzanine, Capital Markets, Management
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance
University of California, Berkeley 1972 — 1976
BA, Economics
BASF (consultant via Apex Systems, Inc.) 2011 - 2013
Realogy 2007 - 2008
ADP (consultant via Diversified Technical Solutions) 2006 - 2007
Verizon (formerly MCI-Worldcomm) 2000 - 2004
Citi 1998 - 2000
Honeywell - Allied Signal 1998 - 1998
Citicorp 1997 - 1998
Heller Financial 1995 - 1997
American Practice Management 1992 - 1995
Coastal Technologies / WebsFirst, Inc. 1989 - 1992
Skills
Business Analysis, Project Management, Lean Six Sigma, Microsoft SQL Server, SDLC, Requirements Analysis, Data Analysis, Technical Documentation, Telecommunications, Business Process..., IT Project..., Technical Training, Data Warehouse..., MS Office Products, Crystal Reports, LAN/WLAN/WAN/VOIP, Databases, Software Documentation, Leadership, Process Improvement, Management, Microsoft Office, Visio, SharePoint, Business Intelligence, CRM, Vendor Relations
Education
University of Maryland Baltimore County
B.S., Information Systems Management
New Jersey Institute of Technology
Metuchen High School 1978 — 1982
Lakeshore Recycling Systems February 2013 - Present
Aldridge Group, Inc. August 2007 - February 2013
Kellogg School of Management September 2006 - January 2013
Mesirow Financial/ KPMG LLP January 2001 - August 2007
DeliverMed July 1999 - January 2001
Heller Financial June 1998 - July 1999
Arthur Andersen LLP June 1997 - June 1998
Price Waterhouse LLP August 1992 - June 1997
United States Naval Reserve January 1988 - January 1994
Skills
Restructuring, Financial Modeling, Mergers, Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Strategic Planning, Turn Around Management, Valuation, Business Valuation, Business Strategy, Management Consulting, Acquisition Integration, Treasury Management, Hedging, Executive Management, International Business..., Privatization, Start-ups, Surety Bonds, Enterprise Risk..., Operational Strategy, Contract Negotiation, Acquisitions, CPA, CIRA, Project Finance, Board of Director..., Work Outs, Commodity Risk..., IT Management, Financial Forecasting, Business Planning, Mergers & Acquisitions, Strategic Partnerships, Managerial Finance, Accounting, Risk Management, Portfolio Management, Leadership, Budgets, Strategy, Finance, Strategic Financial..., Analysis, Management, Auditing, Corporate Development, Cash Flow
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA)
Northern Illinois University 1988 — 1992
B.S
Richmond Burton High School
Lincoln International April 2004 - Present
GE Capital 2001 - 2004
Heller Financial 1991 - 2000
Skills
Investment Banking, Corporate Finance, Capital Markets, Financial Modeling, Mergers, Financial Structuring, Business Valuation, Loan Origination, Loans, Mergers, Portfolio Management, Underwriting, Investments, Leveraged Finance, LBO, Private Equity, Financial Analysis, Middle Market, Valuation, Restructuring
Education
Northwestern University - Kellogg School of Management 1996 — 2000
Master of Business Administration (MBA), Finance and Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor of Arts (B.A.), Economics
Lumity 2007 - Present
HandsOn Suburban Chicago March 2014 - Present
Forsythe August 2006 - May 2014
Chase Insurance November 2000 - August 2006
Heller Financial November 1998 - November 2000
IBM Global Services January 1992 - November 1998
Continental Bank 1982 - 1992
Social Service Organizations 1973 - 1982
Skills
IT Strategy, Vendor Management, Organizational Change, Budget Management, Talent Management, Business Process..., Project Portfolio..., PMO, ITIL, Capital Budgeting, Information Technology..., Business Alignment, Process Improvement, Team Building, Information Technology, SDLC, Team Leadership, ERP, Software Development..., Budgets, Change Management, Program Management, Cross-functional Team..., Business Process, Enterprise Software, IT Service Management, Data Center, Leadership, Management, Governance, Integration, Outsourcing, Project Management
Education
John Carroll University
BA
Roosevelt University
MA
South Hills Catholic HS
JPMorgan Chase September 2012 - Present
Bank of America October 2000 - May 2012
Heller Financial May 1997 - October 2000
Altacap Investors September 1992 - December 1996
Ernst & Young September 1988 - September 1992
Skills
Commercial Lending, Relationship Management, New Business Development, Portfolio Management, Financial Modeling, Risk Assessment, Credit, Banking, Financial Analysis, Financial Accounting, Commercial Banking, Business Development, Auditing, Credit Analysis, Financial Services, Private Equity, Analysis, Management, Finance
Education
McGill University
Bachelor of Science (BSc), Biology, General
McGill University
Graduate Diploma of Public Accountancy, Accounting
BMO Global Asset Management December 2012 - Present
BMO April 2012 - Present
Pangaea Asset Management 2007 - 2011
GE Asset Management October 2005 - February 2007
Antares Capital June 1999 - October 2005
Heller Financial 1988 - 1999
Skills
Finance, Corporate Development, Valuation, Capital Markets, Equities, Private Equity, Investments, Portfolio Management, Start-ups, Credit, Structured Finance, Fixed Income, Investment Banking, Accounting, Financial Risk
Education
Northwestern University - Kellogg School of Management 1986 — 1988
Masters, Finance and Marketing
Miami University 1976 — 1981
BS Business and Bachelor of Philosophy, Accounting and Interdisciplinary Studies
Level 3 Communications July 2010 - Present
XO Communications February 2003 - July 2010
Nuvo Network Management January 2001 - February 2003
Midwest Datacomm, Inc 1998 - 2001
Datatec Systems, Inc. 1996 - 1998
Heller Financial 1992 - 1996
National Education 1990 - 1993
Nalco Chemical Company 1990 - 1993
Nalco 1990 - 1993
Skills
VoIP, SIP, Telecommunications, Network Administration, Sales Process, MPLS, Colocation, Ethernet, WAN, Data Center, LAN/WAN, Cisco, Switches, Managed Services, Network Design, VPLS, IP, Routing, PBX, Network Architecture, Wireless, Sales Engineering, Cloud Computing, Solution Selling, TDM, VPN, Telephony, Routers, ISDN, DWDM, Hosted Services, Co-location, LAN-WAN, Unified Communications, SIP Trunking, Networking, Cisco Technologies, Enterprise Software, Metro Ethernet, Wireless Networking, T1, Direct Sales
Education
Vocale Ltd The SIP School 2011 — 2011
SSCA, SIP
Certification
CCDA, Network Design
Indiana State University 1981 — 1985
BS Communications, Communications/ ECT
Lake Central High School 1978 — 1981
Bank of America May 2010 - Present
Wells Fargo 2004 - 2010
Wachovia Securities 2004 - 2009
Genisys Consulting 1998 - 2004
Chicago Board of Trade June 1998 - January 2000
Heller Financial June 1996 - May 1998
Quarles & Brady LLP May 1994 - May 1996
Skills
SDLC, Mergers, SOX, Testing, Outsourcing, Distributed Systems, Waterfall, Agile, Requirements Analysis, Quality Assurance, Integration, Internal Controls, User Acceptance Testing, RUP, Compliance, Due Diligence, Offshoring, Test Planning, Software Development, Requirements Gathering, Test Automation, Restructuring, Business Requirements, Shared Services, Scalability, Test Cases, System Testing, Architecture, Agile Project Management, Iterative, Agile Methodologies, Software Project..., Sarbanes-Oxley Act, Vendor Management, IT Strategy, Data Warehousing, Change Management, IT Management, Leadership, Project Portfolio..., Management, Strategy, PMO, Visio, Project Management, PMP, Business Analysis
Education
Keller Graduate School of Management of DeVry University 2002 — 2006
Masters, Information Systems Management
Marquette University 1992 — 1996
MS, Business Administration, MIS, Human Resources
GE Capital, Corporate Finance June 2010 - Present
GE Capital, Corporate Finance January 2008 - June 2010
GE Capital, Corporate FInance June 2001 - January 2008
Bank of America Business Capital January 1989 - June 2001
Heller Financial June 1986 - January 1989
Skills
Corporate Finance, Capital Markets, Structured Finance, Commercial Lending, Restructuring, Project Finance, Financial Structuring, Portfolio Management, Leveraged Finance, Loans, Mergers & Acquisitions, Metals, Financial Risk, Due Diligence, Mining, Credit Analysis, Financial Analysis, Finance, Fixed Income, Cash Flow Lending, Private Equity, Valuation, Financial Modeling, Commercial Banking, Investment Banking, Cash Management, LBO, Middle Market, Credit, Loan Origination, Banking, Relationship Management, Financial Services, Treasury Management, Asset Management, Investments, Credit Risk, Syndications, Commercial Finance, Underwriting, Debt Restructuring, Working Capital..., Metals & Mining, Executive Management, Cash Flow, Equities, Emerging Markets, Mergers, Risk Management, Asset Based Lending
Education
The University of Chicago - Booth School of Business 1998 — 2000
Masters In Finance, Finance/Economics
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Finance / Economics
Kitchen Classics 2005 - Present
Heller Financial 1995 - 2002
Skills
Real Estate, New Business Development, Strategic Planning, Business Strategy, Due Diligence, Residential Homes, Space-planning, Marketing Strategy, Financial Analysis, Entrepreneurship, Budgets, Space planning, Small Business
Education
Lehigh University 1974 — 1978
BS
SunTrust Robinson Humphrey November 2010 - Present
RBS Business Capital November 2000 - July 2009
Congress Financial- A Wachovia Company May 1996 - November 2000
Fremont Financial 1992 - 1996
Heller Financial May 1985 - December 1990
Education
Kennesaw State University 1979 — 1982
social services
Sutton Middle School
Cenveo July 2012 - Present
Robert Half April 2003 - July 2012
Resources Global Professionals October 1999 - April 2003
Allied Benefit Systems January 1995 - October 1999
Norman Security Systems August 1986 - December 1994
Cole Taylor Bank June 1983 - August 1986
Material Service Corporation June 1980 - June 1983
Heller Financial June 1978 - June 1980
Skills
Asset Based Lending, Financial Reporting, Security, Mergers, Accounting, Sarbanes-Oxley Act, Finance, GAAP
Education
Northern Illinois University 1974 — 1978
BS, Accounting/Finance
Niles East 1970 — 1974
Northlight Financial 2004 - Present
GE Capital - Structured Finance Group 2001 - 2004
Heller Financial 1990 - 2004
Education
Northwestern University - Kellogg School of Management 1983 — 1985
MBA, Finance
Northwestern University 1979 — 1983
National Finance Associates, LLC April 2006 - October 2014
Bowe Bell + Howell April 2005 - April 2006
Bank of America / Fleet Capital Leasing April 2003 - April 2005
Bank of America / Fleet Capital Leasing April 2000 - April 2003
Heller Financial July 1995 - April 2000
Forsythe Technology 1990 - 1995
Skills
Credit, Credit Analysis, Underwriting, Commercial Banking, Finance, Portfolio Management, Portfolio Compliance, Risk Management, Credit and Collections, Commercial Lending, Loan Covenant, Loans, Credit Risk, Risk Analysis, Transaction Analysis, Management, Corporate Finance, Banking, Financial Analysis, Financial Risk, Compliance Management, Financial Modeling, Financial Audits, Procedural Compliance, Analysis & Research, Project Management, Employee Leadership, Customer Service &..., Reporting &..., Risk Mitigation, employee development, Employee Learning &..., Co-op Lending, Commercial Leasing, Analysis, Relationship Management
Education
Northern Illinois University - College of Business 1985 — 1989
Bachelor of Science, Finance
Aprons Away February 2003 - Present
641st Troop Command Battalion September 2013 - Present
Finn Partners September 2012 - July 2014
Heller Financial October 1996 - April 2002
Katten Muchin Rosenman LLP August 1987 - October 1996
Skills
Vendor Management, Financial Analysis, Process Improvement, Negotiation, Strategic Planning, Retail, Cross-functional Team..., Program Management, Loans, Contract Negotiation, Change Management, Project Management, Operations Management
Education
Le Cordon Bleu Cooking and Hospitality Institute 2002 — 2003
AS, Culinary Arts
Loyola University Chicago 1983 — 1987
BA, Political Science
Spirit of Texas Bank March 2012 - Present
PROFORMANCE, Inc November 2010 - March 2012
BBVA COMPASS BANK May 2009 - November 2010
NEWTEK BUSINESS SERVICES, INC September 2007 - December 2008
Woodforest National Bank May 2005 - September 2007
RBC CENTURA BANK September 2002 - May 2005
Small Business Loan Source March 1999 - September 2002
Heller Financial 1996 - 1999
CHARTER NATIONAL BANK 1993 - January 1996
KLEIN BANK January 1989 - January 1993
Skills
Negotiation, Loan Servicing, Commercial Lending, Commercial Banking, Due Diligence, Banking, Loans, Finance, SBA, Construction Loans, Commercial Real Estate, Funding, Software Documentation, Lines Of Credit, Analysis, Loan Origination, Valuation, Credit, Mortgage Banking, Financial Risk, Financial Analysis, Risk Management, Management, Credit Risk, SBA 504, Underwriting, Credit Analysis, Leadership, Strategic Planning, Retail Banking, Portfolio Management, Treasury Management, Financial Modeling, Real Estate, Process Improvement, Consumer Lending, Microsoft Office, Customer Service, Financial Structuring, Refinance, Investment Properties, Access, Mortgage Lending, Microsoft Excel, USDA, Investments
Education
American Institute of Banking
Montgomery College
General Business courses
NXT Capital May 2015 - Present
GE Capital May 2013 - May 2015
GE Capital December 2011 - May 2013
GE Capital January 2010 - December 2011
GE Capital May 2008 - January 2010
Merrill Lynch Capital September 2003 - April 2008
GE Captial 2001 - 2003
Heller Financial 2000 - 2001
Paragon Solutions 1999 - 2000
Sanwa Bank 1998 - 1999
Skills
Credit Risk, Credit, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Asset Based Lending, Financial Services, Commercial Banking, Financial Risk, Capital Markets, Account Reconciliation
Education
Northwestern University
BS, Organizational Behavior
Plante Moran July 2011 - Present
NexGen Capital Partners, LLC November 2009 - July 2011
NexGen Capital Consultants, LLC November 2009 - July 2011
NexGen Capital Investors, LLC November 2009 - July 2011
GE Global Sponsor Finance & GE Antares Capital 2000 - March 2009
Heller Financial 2000 - 2001
Burns International August 1999 - September 2000
Alaron Trading Corp November 1996 - July 1999
First Options of Chicago November 1992 - November 1996
Discount Corporation of New York 1987 - 1992
Skills
Private Equity, Mergers, Capital Markets, Investments, Hedge Funds, Corporate Finance, Integrated Marketing, Strategic Planning, Financial Services, Finance, Marketing, Structured Finance, Securities, Press Releases, Portfolio Management, Brand Management, Due Diligence, Strategy, Marketing Communications, Investor Relations, Competitive Analysis, Mergers & Acquisitions, Start-ups, Financial Analysis, Alternative Investments, Venture Capital, Valuation, Global Marketing
Education
Lake Forest Graduate School of Management
University of Wisconsin-Madison - School of Business
Hudson Ferry Capital September 2006 - Present
Soft-Tex Manufacturing May 2014 - Present
ALCOM LLC June 2012 - Present
Contrax Furnishings, Inc. March 2010 - Present
Tri-W Global June 2014 - Present
ASAP Industries December 2008 - December 2012
GE Capital October 2001 - September 2006
Heller Financial March 1996 - October 2001
Bank of Scotland February 1986 - March 1996
Skills
Mezzanine, Middle Market, Private Equity, Investments, Capital, Asset Based Lending, Financial Structuring, LBO, Leveraged Finance, Capital Markets, Buyouts, Investment Banking, Due Diligence, Mergers & Acquisitions, Restructuring, Finance, Debt Restructuring, Equities, Corporate Development, Venture Capital, M&A experience
Education
Northwestern University - Kellogg School of Management 1991 — 1994
MBA, Finance
State University of New York College at Oswego 1981 — 1985
BA, Economics
FrontLine Partners, LLC April 2004 - Present
RealFoundations, LLC January 2006 - August 2007
BNY Mellon March 2003 - March 2004
Capital One 2000 - 2003
GE Capital September 1995 - November 1999
Nomura Securities May 1993 - August 1995
Heller Financial January 1990 - May 1993
Kenneth Leventhal & Co. 1987 - 1990
Skills
Due Diligence, Mergers, Capital Markets, Mergers & Acquisitions, Portfolio Management, Management Consulting, Business Planning, Start-ups, Strategy, Financial Analysis, Finance, Loans, Strategic Planning, Business Strategy, Investments, Analysis, Valuation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA (Summa Cum Laude), Majors: Marketing, Finance, Strategy, International Business, Organizational Behavior
Indiana University - Kelley School of Business 1979 — 1983
B.S. (Summa Cum Laude), Accounting
Bayview Loan Servicing, LLC August 2010 - Present
Lincoln Park Savings Bank January 2008 - August 2010
Park National Bank October 2002 - July 2007
Acceptance Corp. May 2001 - October 2002
Heller Financial May 1999 - May 2001
Square D by Schneider Electric April 1997 - May 1999
Skills
Managing Real Estate..., Credit, Banking, Real Estate Economics, Commercial Real Estate, Financial Analysis, Management, Leadership, Portfolio Management, Real Estate, Asset Management, Loans, Underwriting, Analysis, Structured Finance, Negotiation, Commercial Lending, Loan Origination, Financial Risk, Accounting, Commercial Mortgages, Finance, Commercial Banking, Credit Analysis, Small Business Lending, Due Diligence, Financial Structuring, Risk Management
Education
Northern Illinois University
Bachelor of Science (BS), Accounting
New Electric January 2012 - Present
Nina Photography July 2005 - Present
Lipari Foods September 2007 - December 2011
Heller Financial October 1998 - June 2002
Hydra-Lock Corporation June 1995 - September 1998
Skills
Customer Service, Microsoft Office, Excel, Word, Retail, Advertising, Sales Management, Budgets, Social Media, Inventory Management, Digital Photography, Outlook, PowerPoint, Team Leadership, Team Building, Marketing, Microsoft Excel, Event Planning, Microsoft Word
Education
Macomb Community College
BBVA Compass May 2011 - Present
CIT Healthcare July 2007 - June 2009
GE Healthcare FInancial Services 2005 - 2007
Merrill Lynch 2000 - 2005
Bank of Texas 1999 - 2000
Physician Reliance Network 1996 - 1998
Heller Financial 1992 - 1994
Citicorp 1985 - 1992
Security Pacific Bank 1984 - 1985
InterFirst Bank Dallas 1981 - 1984
Skills
Commercial Lending, Loans, Underwriting, Credit, Portfolio Management, Banking, Management, Mergers & Acquisitions, Commercial Banking, Finance, Cash Management, Asset Based Lending, Corporate Finance, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 1977 — 1981
BS, Finance
Wildman Harrold June 2003 - June 2011
Wildman, Harrold, Allen & Dixon LLP June 2003 - June 2011
Heller Financial 2000 - 2002
Skills
Trademarks, Privacy Law, Advertising, Cyberlaw, Licensing, Intellectual Property, Marketing Communications, Copyright Law, Trademark Infringement, Trade Secrets, Unfair Competition
Education
Loyola University Chicago School of Law 2000 — 2003
J.D. magna cum laude
University of Wisconsin-Madison 1995 — 2000
B.S.
The Chatfield Group, LLC August 2012 - Present
Freelance December 2010 - Present
Freelance Writer and Editor; self employed May 2004 - June 2012
GE Capital October 1998 - October 2003
Heller Financial 1998 - 2001
GATX Transportation 1988 - 1993
GATX Transportation 1988 - 1993
Skills
Employee Relations, Succession Planning, Organizational Design, Performance Management, Public Speaking, Executive Coaching, Employee Training, Organizational..., Human Resources, Coaching, Employee Engagement, Organizational..., Talent Management, Workforce Planning, Change Management, Recruiting, Strategic Planning, Leadership Development, Nonprofits, Career Counseling
Education
The John Marshall Law School 2013 — 2016
Juris Doctor, Law
Loyola University of Chicago 1989 — 1992
MSIR, Industrial Relations
Northwestern University 1984 — 1988
Bachelor of Arts, Political Science
Answers.com April 2009 - Present
NexTag June 2005 - April 2009
EBOZ.COM January 2001 - June 2004
iBoost.com 2001 - 2002
Ivenue.com 2000 - 2001
FINOVA Capital Corporation 1997 - 1998
Heller Financial 1990 - 1997
Skills
Direct Marketing, SEO, Web Marketing, Direct Response, SEM, Lead Generation, Web Analytics, Mobile Marketing, Digital Marketing, Strategic Partnerships, Online Advertising, Email Marketing, Business Development, Analytics, Account Management, Product Marketing, New Business Development, Product Management, Google Adwords, PPC, Advertising, Marketing, Sales, CPL, Marketing Strategy, Online Marketing, E-commerce, Internet Leads, Product Development, Leadership, Management
Education
Michigan State University
BS
Wayne State University
MBA
NXT Capital January 2010 - Present
Merrill Lynch Capital November 2001 - February 2008
Merrill Lynch 2001 - 2008
Heller Financial 1990 - 2001
Price Waterhouse July 1987 - April 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Northern Iowa 1984 — 1987
B.A., Accounting
EY October 2011 - July 2015
Allstate Insurance February 2004 - August 2011
CNA Insurance April 2001 - February 2004
marchFIRST, Inc. October 2000 - April 2001
Heller Financial 1996 - 2000
Continental Bank / Bank of America 1982 - 1996
Skills
IT Strategy, PMO, Vendor Management
Education
Northwestern University - Kellogg School of Management 1983 — 1986
MBA, Finance and Management Information Systems
University of Illinois at Chicago 1978 — 1981
BS, Business
US Bank 2008 - Present
JPMorgan Chase 2002 - 2008
Bank of America Business Capital 1996 - 2002
CIT 1992 - 1996
Security Pacific Bank 1989 - 1992
Heller Financial 1984 - 1989
Skills
Middle Market, Asset Based Lending, Commercial Lending, Small Business Lending, Mezzanine, Loan Origination, Leveraged Finance, Syndications, Structured Finance, Credit Analysis, Commercial Banking, LBO, Loans, Financial Structuring, Capital Markets, Commercial Finance, Credit, Debt Restructuring, Portfolio Management, Private Placements, Financial Modeling, Restructuring, Capital Structure, Treasury Management, Underwriting, Credit Risk, Fixed Income, Investment Banking, Due Diligence, Private Equity, Bonds, Mergers & Acquisitions, Corporate Finance, Cash Flow Lending, Valuation
Education
Quinlan School of Business, Loyola University Chicago 1993 — 1995
MBA, Finance
Northern Illinois University 1979 — 1983
BS, Finance/Economics
Jefferies LoanCore October 2013 - Present
Cantor Fitzgerald October 2010 - October 2013
Freeboard Capital October 2008 - October 2010
RBS Greenwich Capital April 1999 - April 2008
Nomura May 1997 - April 1999
Heller Financial May 1996 - May 1997
JMB/Heitman Institutional January 1991 - May 1996
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Masters
Ohio University
wheeling high school
Lowis & Gellen October 2004 - August 2015
Comdisco January 2002 - July 2004
LINC Capital, Inc. fka LINC Scientific Leasing October 1992 - January 2002
Lison & Griffin PC July 1991 - October 1992
Heller Financial, September 1984 - August 1990
Associates Commercial Corporation May 1983 - September 1984
Walter E. Heller & Company October 1981 - May 1983
International Harvester Co. nka Navistar Corporatin September 1979 - October 1981
General Finance Corp July 1977 - September 1979
Skills
Strategy, Mergers, Due Diligence, Corporate Law, Contract Negotiation, Litigation, Real Estate, Commercial Litigation, Corporate Finance, Negotiation, Intellectual Property, Bankruptcy, Risk Management, Mergers & Acquisitions, Litigation Management, Restructuring, Finance, Licensing, Insurance, Civil Litigation, Joint Ventures, Corporate Governance, Legal Assistance, Venture Capital, Mediation, Courts, Business Transactions, Arbitration, Structured Finance, Chapter 11, Legal Issues, Dispute Resolution, Legal Research, Legal Writing, Sports Writing
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Masters, EMP - 19
Loyola University Chicago School of Law 1974 — 1977
JD, Law
Loyola University Chicago 1970 — 1974
AB, Psychology & English
Regions Business Capital ("RBC") June 2009 - January 2015
Wells Fargo Capital Finance and Wachovia Capital Finance prior to merger October 1999 - May 2009
First Union National Bank May 1993 - October 1999
Heller Financial 1986 - 1993
Skills
Credit, Risk Management, Banking, Loans, Credit Analysis, Retail Banking, Credit Risk, Commercial Banking, Portfolio Management, Financial Analysis, Debt Restructuring
Education
Mercer University - in Atlanta
Master of Business Administration (M.B.A.), Master Business Administration
University of Delaware
Bachelor’s Degree
New Harbor Capital February 2013 - Present
CHS Capital LLC (fka Code Hennessy & Simmons LLC) May 1990 - Present
ARC Document Solutions April 1990 - Present
University of Wisconsin-Madison School of Business October 2006 - Present
New Schools for Chicago June 2010 - Present
Chicago Fellowship June 1991 - Present
National Louis University June 2013 - Present
North Shore Country Day School July 1997 - June 2013
Heller Financial June 1986 - April 1990
Skills
Strategy, LBO, Mergers, Private Equity, Finance, Executive Management, Mergers & Acquisitions, Corporate Development, Investments, Acquisitions, Divestitures
Education
Northwestern University 1989 — 1991
Master of Business Administration (MBA), Marketing
University of Wisconsin-Madison 1982 — 1986
Bachelor of Business Administration (BBA), Marketing, Finance and International Business
GE Capital Real Estate October 2011 - Present
GE Capital Real Estate November 2009 - October 2011
GE Capital Real Estate 2005 - 2009
GE Capital Real Estate 2002 - 2005
Heller Financial 2001 - 2002
Heller Financial 1999 - 2001
Heller Financial 1997 - 1999
Northern Trust 1994 - 1997
Skills
Financial Analysis, Corporate Finance, Credit, Loans, Strategic Planning, Customer Service, Analysis, Budgets, Finance, Due Diligence, Real Estate, Strategic Financial..., Forecasting, Business Intelligence, Financial Modeling, Portfolio Management, Negotiation, Project Management, Valuation
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Indiana University-Northwest
Master of Business Administration (MBA), Minor - Finance
Madison Industries 2009 - Present
Merrill Lynch Capital April 2002 - March 2008
Heller Financial July 1991 - February 2002
Price Waterhouse August 1986 - July 1991
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Accounting
DTE Energy October 2000 - Present
St. Clair County Community College January 1998 - December 2002
Cullinet Software January 1988 - January 1990
Interactive Business Systems 1987 - 1988
Heller Financial 1986 - 1987
Computer Task Group January 1984 - June 1986
Skills
Web Services, Weblogic, Java, SQL, UML, Eclipse, Java Enterprise Edition, JUnit, Databases, XML, HTML, Struts, ClearCase, Toad, OOAD, JSF, IntelliJ IDEA, SoapUI, DBVisualizer, Bourne, LDAP, Oracle, Software Development, SDLC, PL/SQL, Web Applications, SOA, Visio, Requirements Analysis
Education
Northern Illinois University
MS, Computer Science
Western Michigan Univeristy
BBA, Computer Information Systems
Paylocity March 2014 - Present
Alliant Credit Union January 2012 - March 2014
Alliant Credit Union March 2009 - January 2012
CDW February 2005 - March 2009
Federal Home Loan Bank of Chicago March 2003 - February 2005
Heller Financial October 2000 - November 2001
Netigy Inc September 1999 - October 2000
Platinum Technology June 1998 - September 1999
Sybase September 1996 - June 1998
Solidyne September 1993 - October 1996
Skills
ITIL v3 Foundations..., Windows Server, Databases, Microsoft SQL Server, Servers, ITIL Service Design, Data Warehousing, Oracle, SharePoint, Database Administration, Access, Data Migration, SQL Tuning, Crystal Reports, SDLC, Process Improvement, Enterprise Software
Education
Marquette University 1987 — 1992
BS
PSC Group, LLC May 2011 - Present
PSC Group May 1999 - May 2011
Park Ridge Youth Soccer Board 1999 - 2001
Kenneth L Lamey LTD 1996 - 1999
McCreary & Bowman Associates August 1992 - June 1996
Heller Financial April 1986 - August 1992
Urban Investment & Development Company September 1984 - April 1986
Skills
IT Strategy, Enterprise Architecture, Solution Architecture, Software Project..., SharePoint, Software Development, SDLC, Application Architecture, Business Intelligence, Integration, XML, SOA, Oracle, Business Analysis, Business Process, Agile Project Management, Agile Methodologies, Data Warehousing, Microsoft SQL Server, Requirements Analysis, Enterprise Software, Data Modeling, Web Services, IT Management, Consulting, Management, Vendor Management, .NET
Education
Keller Graduate School of Management 1987 — 1990
MBA, Finance
DeVry Institute of Technology 1981 — 1984
BS, Computer Science
Beloit Memorial High School 1978 — 1980
HS, High School/Secondary Diplomas and Certificates
55th District Wisconsin November 2014 - Present
Oshkosh Corporation October 2003 - May 2014
Menasha Corporation August 1994 - October 2003
Heller Financial 1989 - 1994
Unisys Corporation April 1988 - March 1990
Miller Brewing Company June 1982 - March 1988
Skills
Succession Planning, Labor Relations, Deferred Compensation, Onboarding, Talent Acquisition, Human Resources, Employee Relations, Talent Management, Process Improvement, Performance Management, HRIS, Workforce Planning, Administration, Employee Engagement, HR Policies, Vehicles, Sourcing, Continuous Improvement, Sales
Education
Michigan State University 1976 — 1982
Masters, Labor Industrial Relations
Sankaty Advisors, LLC May 2011 - Present
Dymas Capital Management Company, LLC May 2002 - May 2011
Heller Financial January 1999 - May 2002
Deutsche Bank June 1997 - December 1998
First Chicago Bank & Trust August 1995 - June 1997
Skills
Private Equity, Mergers & Acquisitions, Investments, Structured Finance, Equities, Restructuring, Fixed Income, Finance, Leveraged Finance, Credit, Securities, Loans, Mezzanine, Structured Products, Bonds
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Marketing
Northwestern University 1991 — 1995
BA, Political Science
Accenture July 2013 - Present
Accenture September 2007 - July 2013
Accenture February 2001 - August 2006
Neovation February 1998 - December 2000
Heller Financial July 1995 - January 1998
Montgomery Ward October 1991 - June 1995
Price Waterhouse June 1990 - July 1991
Skills
SEM, Digital Marketing, Email Marketing, PPC, SEO, Mobile Marketing, Online Advertising, Integrated Marketing, Web Marketing, Analytics, Marketing Strategy, User Experience, Digital Strategy, Online Marketing, Strategic Planning, Strategy, Social Media, Web Analytics, Social Media Marketing, Direct Marketing, Marketing, Content Management, Brand Management, B2B Marketing, Business Strategy, Facebook
Education
Louisiana State University 1986 — 1990
BS, Marketing
GE Capital July 2013 - Present
Hillary B Sutton Inc. June 2011 - July 2013
GE Commercial Finance August 2002 - July 2008
Heller Financial November 1999 - August 2002
Diocese of San Jose - The Valley Catholic September 1995 - September 1999
Skills
Editing, Project Management, Marketing Communications, Email Marketing, Event Planning
Education
Northwestern University 2005 — 2007
Bachelors, Communications
Societe Generale Securities Services - SGSS March 2014 - Present
Citi November 2012 - February 2014
Headstrong August 2012 - November 2012
Barclays February 2005 - August 2012
Lehman Brothers September 2003 - February 2005
Lehman Brothers September 2002 - August 2003
Lehman Brothers October 1999 - September 2002
Lehman Brothers November 1997 - October 1999
Heller Financial March 1997 - November 1997
Skills
AML, KYC, USA PATRIOT Act, Bank Secrecy Act, Back Office, Financial Services, OFAC, Middle Office, Financial Institutions, Anti Money Laundering, Hedge Funds, Trading Systems, Financial Risk, Credit, Capital Markets, Fixed Income, Risk Management, Bloomberg, Operational Risk, Trading, Investment Banking, Securities, Derivatives, Settlement, Equities, FX Options
Education
State University of New York College at Plattsburgh 2004 — 2005
Bachelor of Science, International Business
Nassau Community College
Associate of Arts, Program; Liberal Arts
Massapequa High 1987 — 1990
First Midwest Bank February 2012 - Present
Wintrust Financial Corporation September 2006 - February 2012
Oak Brook Bank June 2001 - March 2006
Bank of America April 1998 - April 2001
Societe Generale February 1990 - April 1998
Bank of America March 1987 - February 1990
Heller Financial February 1982 - March 1987
Skills
Banking, Credit, Commercial Banking, Loans, Mortgage, Risk Management, Financial Analysis, Compliance, Asset Based Lending, Commercial Lending, Portfolio Management, Asset, Cash Management, Finance, Credit Analysis, Mergers & Acquisitions, Management, Credit Risk, Mergers, Treasury Management, Mortgage Lending, Strategic Planning
Education
Northern Illinois University - College of Business
BS, Finance & Economics
Plastic Graphic Company March 2002 - Present
Elgin State Bank March 1996 - March 2002
Harris Bank March 1986 - March 1996
Heller Financial May 1983 - March 1986
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Strategic Planning
Education
Marquette University 1979 — 1983
BS. Business, Accounting
Benet Academy
NXT Capital January 2010 - Present
Independent Financial Consultant March 2008 - December 2009
Merrill Lynch Capital July 2002 - February 2008
Heller Financial February 1987 - June 2002
Heller Financial June 1997 - December 2000
Education
Marquette University 1982 — 1986
BS, Accounting
CapitalSource October 2011 - Present
CapitalSource February 2010 - October 2011
Tygris Commercial Finance June 2008 - February 2010
Royal Bank of Scotland July 2002 - June 2008
Heller Financial June 1997 - June 2002
Education
Marquette University 1991 — 1995
Santander US September 2013 - Present
First Niagara Commercial Finance January 2010 - August 2013
Greystone Business Credit II May 2007 - February 2009
CapitalSource September 2003 - February 2007
Wachovia Capital Finance April 2002 - September 2003
Heller Financial/GE Capital July 2000 - April 2002
Fleet Capital/Shawmut Capital/Barclays Business Credit August 1985 - July 2000
Heller Financial March 1982 - August 1985
Gordon Harrington & Osborn, CPAs February 1980 - February 1982
Town of Harrison, Harrison N.J. July 1978 - December 1979
Skills
Loan Origination, Negotiation, Analysis, Factoring, Healthcare, Commercial Lending, Team Leadership, Strategic Planning, Crisis Communications, Management, Crisis Intervention, Leadership Development, Crisis Management, Business Writing, Asset Based Lending, New Business Development, Due Diligence, Financial Analysis, Cash Flow, Credit, Cash Management, Financial Risk, Investments, Loans, Structured Finance, Funding, Cash Flow Lending, Middle Market, Credit Analysis, Financial Structuring, Small Business Lending, Commercial Banking, Leveraged Finance
Education
Merrimack College 1974 — 1978
Bachelors, Accounting
Regions Business Capital March 2013 - Present
CapitalSource Bank July 2003 - April 2013
CapitalSource July 2003 - April 2013
CapitalSource Finance 2003 - April 2013
CapitalSource April 2012 - March 2013
Heller Financial March 2000 - March 2002
Fleet Bank January 1998 - March 2000
Fleet Capital January 1998 - February 2000
Coopers & Lybrand September 1988 - January 1998
Skills
Credit, Underwriting, Due Diligence, Middle Market, Loans, Credit Analysis, Financial Analysis, Asset Based Lending, Corporate Finance, Financial Structuring, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management
Education
LIU Post 1984 — 1988
B.S., Accounting
GE Energy Financial Services/GE Capital 2005 - Present
Heller Financial 1988 - 1999
GE Capital August 1982 - November 1988
Skills
Project Finance, Energy, Renewable Energy, Financial Structuring, Equities, Finance, Cleantech, Smart Grid, Wind, Financial Modeling, Energy Technology, Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
S.M. (MBA equivalent), Strategy and Finance
Penn State University 1974 — 1978
B.S., Business Admin
Publicis Groupe February 2007 - Present
Morgan Stanley May 1996 - February 2007
Heller Financial June 1995 - January 1999
Skills
Strategy, Cross-functional Team..., Integration, Management, PMO, Marketing
Education
Marquette University 1989 — 1993
BS, Business, Technology, Spanish
Midwest Mezzanine Funds August 1999 - Present
Heller Financial 1996 - 1999
The Long Term Credit Bank of Japan 1994 - 1996
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Financial Modeling, Corporate Finance, Corporate Development, Investments, Capital Markets, M&A experience, Leveraged Finance, Private Placements, Business Valuation, Financial Structuring
Education
Marquette University
The University of Chicago
MBA
Randstad USA June 2011 - Present
Randstad USA January 2009 - June 2011
Randstad USA August 2004 - January 2009
Right Management Consultants January 2003 - August 2004
Heller Financial 1999 - 2002
Casey Services, Inc. 1993 - 1999
Skills
Recruiting, Temporary Placement, Internet Recruiting, Applicant Tracking..., College Recruiting, Executive Search, Talent Acquisition, Corporate Recruiting, Employer Branding, Onboarding, Technical Recruiting, Contract Recruitment, Candidate Generation, Sourcing, Client Development, Business Strategy, New Business Development, Business Process..., Human Resources, Interviewing Skills, Telephone Interviewing, Interviewing Subject..., Online Social Networking, Business Networking, Passive Candidate..., Passive Candidate..., Strategic Partnerships, Staffing Services, Interview Preparation, Leadership, Interviews, Resume Writing, Hiring, Permanent Placement, Screening Resumes, Search, Screening, Recruitment Advertising, Temporary Staffing, Taleo, Talent Management, Training
Education
Northern Illinois University 1989 — 1993
Bachlors of Science
Spring Capital Partners December 2008 - Present
Dealer Product Services December 2007 - December 2008
Fifth Third Bank November 2002 - December 2007
Heller Financial 1999 - 2002
Skills
Credit, Finance, Commercial Lending, Cash Flow, Underwriting, Business Strategy, Financial Analysis, Funding, Management, Financial Services, Executive Management, Commercial Finance, Banking, Due Diligence, Loans, Mergers & Acquisitions, Financial Modeling, Analysis
Education
Lake Forest Graduate School of Management 2004 — 2007
MBA
Northern Illinois University 1995 — 1999
BS
DoubleLine Group LP May 2014 - Present
DoubleLine Group LP April 2013 - Present
Post Advisory Group January 2012 - April 2013
Macquarie Funds Group / Four Corners Capital Mgmt July 2006 - June 2011
Bradford & Marzec April 2005 - July 2006
PPM America August 2001 - January 2004
Heller Financial 1993 - 2001
Skills
High Yield, Leveraged Finance, Syndications, Alternative Investments, Capital Markets, Fixed Income, Loans, Investments, Restructuring, Equities, Hedge Funds, Valuation, Private Equity, Portfolio Management, Credit
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
BS
BMO Harris Bank 2013 - Present
BMO Harris Bank 2008 - Present
Novantas January 2005 - February 2008
Avanade 2002 - 2005
University of Chicago 1998 - 2004
Heller Financial 1999 - 2002
University of Chicago 1999 - 2002
Ernst & Young 1996 - 1999
Skills
Financial Modeling, Strategy, Business Analysis, Change Management, Risk Management, Program Management, Strategy Execution, Management Consulting, Business Development, Management, PMO, Financial Services, Leadership, Resource Management, Compensation & Benefit, Treasury Management, Acquisition Integration, Mergers & Acquisitions, Commercial Banking, Project Management, Business Process, Process Improvement, Portfolio Management, Analytics, Product Management, Executive Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Business Administration, Finance, Strategy, Economics, Entreprenuership
Indiana University Bloomington 1992 — 1996
BS, Business
American Medical Association January 2010 - Present
American Medical Association March 2006 - June 2010
The Hartford January 2004 - December 2005
CNA March 1999 - December 2003
Heller Financial January 1998 - March 1999
Skills
Vendor Relations, Business Analysis, SDLC, Program Management, Customer Relations, Business Requirements, Project Management, Customer Service, Analysis, IT Strategy, Change Management, Requirements Analysis, Business Intelligence, SharePoint, Visio, PMO, Requirements Gathering, Process Improvement, Software Project..., Project Portfolio..., Business Process..., Vendor Management, Software Documentation, Cross-functional Team..., Integration, IT Management
Education
Marquette University 1993 — 1997
BA
Loyola Academy
UBS January 2006 - Present
Siemens Building Technologies 2003 - 2006
Heller Financial 1998 - 2002
Skills
Finance, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Sarbanes-Oxley Act, Forecasting
Education
Miami University
Bachelor of Science, Business
Veterinary Pet Insurance September 2007 - Present
Publicis Groupe January 2002 - March 2007
Heller Financial May 1993 - January 2002
Zenith Data Systems May 1990 - May 1993
Zurich North America May 1988 - May 1990
Skills
SDLC, Enterprise Architecture, IT Strategy, Agile Methodologies, Vendor Management, Business Intelligence, Software Project..., Integration, Business Analysis, PMP, Data Warehousing, Cross-functional Team..., IT Operations, Disaster Recovery, Microsoft SQL Server, Visio, Cloud Computing, Software Development, Requirements Analysis
Education
Northern Illinois University 1983 — 1988
Bachelor of Science (B.S.)
Practice Development Partners June 2015 - Present
IT Consulting 2007 - June 2015
SMART Cars, Inc. January 2004 - September 2007
Common Sense Solutions September 1996 - October 2003
UGL Equis December 1991 - June 1994
Heller Financial June 1986 - September 1991
Skills
Salesforce.com, IT Consulting, microsoft access, Microsoft SQL Server, VBA, Accounting, CPA, NetDocuments, Time Matters, Network Administration, Consulting
Education
Indiana University Bloomington
Bachelor of Science (BS), Finance, General
Hendricks Commercial Properties, LLC September 2012 - Present
BMO Harris Bank June 2007 - September 2012
First Community Bank May 2005 - June 2007
Shepherd Financial June 2002 - May 2005
Heller Financial May 1999 - June 2002
Skills
Private Equity, Venture Capital, Start-ups, Commercial Lending, Loans, Commercial Mortgages, Asset Managment, Due Diligence, Portfolio Management, Investment Banking, Financial Modeling, Corporate Finance, Executive Networking, Real Estate Transactions, Credit, Real Estate Economics, Financial Services, Investments, Finance, Mortgage Lending, Commercial Real Estate, Structured Finance, Real Estate, Management, Real Estate Development, Contract Negotiation, Investors, Lease Negotiations, Site Acquisition, Networking, Disposition, Acquisitions, Financial Structuring, Selling, Real Estate Financing, Loan Origination, Credit Analysis, Valuation, Market Analysis, Banking, Financial Analysis, Commercial Banking, Investment Properties, Mergers, Asset Based Lending, Leases, Capital Markets, Property, Treasury Management, Credit Risk
Education
Northern Illinois University 1994 — 1998
Bachelor of Science (BS), Finance
Northern Illinois University - College of Business 1994 — 1998
BS, Finance
Career Education November 2004 - Present
Career Education Corp. November 2001 - November 2004
Heller Financial July 1999 - November 2001
Education
Northern Illinois University 1995 — 1999
Bachelor of Science (BS), Operations Management Information Systems
Northern Illinois University 1995 — 1999
Golan & Christie LLP January 2015 - Present
KRCP Law LLC January 2013 - January 2015
Winston & Strawn September 2005 - January 2013
Heller Financial 1999 - 2001
Skills
Litigation, Commercial Litigation, Class Actions, Appeals, Civil Litigation, Securities Regulation, Intellectual Property, Legal Writing, Patent Litigation, Trade Secrets, Due Diligence, Product Liability, Corporate Law, Corporate Governance, Arbitration, Securities, Mergers & Acquisitions
Education
Loyola University Chicago School of Law 2002 — 2005
J.D. Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
B.S., Finance
Saint Clement Parish June 2013 - Present
St. Clement Church and School April 2005 - June 2013
Allstate Insurance February 2001 - March 2005
JP Morgan Mortgage Capital, Inc., Chicago, IL December 1998 - January 2001
Nomura Asset Capital Corp., Chicago, IL January 1997 - November 1998
Heller Financial 1992 - 1996
Skills
Leadership, CRM, Loans, Management, Marketing, Strategic Planning, Real Estate, Underwriting, Portfolio Management, Customer Service, Investment Properties, Selling, Mortgage Lending, Commercial Real Estate, Relationship Management, Mortgage Banking, Nonprofits
Education
Northwestern University - Kellogg School of Management 1992 — 1995
MBA, Marketing & Organizational Behavior
University of Iowa 1985 — 1989
BA, Accounting
Arlington Heights Park District May 2013 - Present
Arthur J. Gallagher & Co. June 2012 - Present
DoubleK Software February 2009 - Present
Epsilon June 2010 - June 2012
Océ August 2007 - June 2010
Crate and Barrel October 2005 - August 2007
Crate&Barrel 2005 - 2007
Career Education Corporation 2003 - 2005
Spiegel January 2003 - July 2003
Heller Financial May 1998 - April 2002
Skills
.NET, Agile Methodologies, Business Development, C#, Databases, JavaScript, Microsoft SQL Server, Web Applications, Web Services, XML, ASP.NET, Software Project..., Web Development, Software Development, SQL, SDLC
Education
Northern Illinois University 1990 — 1992
Lundbeck Inc. November 2012 - Present
Baxter January 2009 - November 2012
Merrill Lynch Capital 2002 - 2008
Heller Financial 1999 - 2002
Accenture 1996 - 1999
Skills
Management Consulting, Project Management, Business Analysis, Business Intelligence, Team Leadership, CRM, IT Strategy, Process Improvement, Salesforce.com, Veeva, Strategic Roadmaps, Master Data Management, Sales Operations, Leadership, Analytics, Enterprise Architecture, SDLC, Software Project..., ERP, Integration, Strategy, Business Process, Project Portfolio..., Product Management, Outsourcing, Program Management, Enterprise Software, IT Management, Business Process..., Cloud Computing, Change Management, Requirements Analysis, PMP, Data Warehousing, Professional Services, PMO, Information Technology, Consulting
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Management/Strategy, Finance, Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Finance/Speech Communication
Brightstar January 2012 - Present
Hewitt Associates 2008 - January 2012
LaSalle Bank 2002 - 2008
Heller Financial 2001 - 2002
Fort James Corporation 1999 - 2001
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA
Northern Illinois University 1993 — 1997
B.S., Accounting
GE September 2000 - Present
GE Commercial Finance 2000 - Present
GE Capital 1984 - Present
GE Corporate Lending 1984 - 2010
Heller Financial 1984 - 2000
Skills
Microsoft Excel, Account Management, Customer Service, Business Analysis, Marketing, Project Planning, Human Resources, Public Speaking, Access, Business Intelligence, Change Management, Customer Satisfaction, System Administration, Advertising, Analysis, Business Planning, Lotus Notes, Leadership, Management, Visio, Employee Relations, Budgets, Business Development, Social Media, PowerPoint, Accounting, Sales Management, New Business Development, Team Leadership, Business Strategy, Investments, Accounts Payable, Finance, Continuous Improvement, Marketing Strategy, Time Management, Product Development, Project Management, Software Documentation, Retail, Salesforce.com, Business Process..., Cross-functional Team..., Strategy, Vendor Management, Forecasting, Training
Education
Kingsborough Community College 1980 — 1984
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
Bishop Ford
General Electric January 2002 - Present
General Electric August 2002 - January 2011
GE August 2002 - January 2011
Heller Financial July 1992 - July 1998
Continental Bank 1980 - 1990
Skills
Vendor Management, Six Sigma, Program Management, Process Improvement, Business Process..., PMP
Education
Lake Forest Graduate School of Management 1988 — 1990
MSM, Management
Mitsui Rail Capital, LLC 2012 - Present
GTI (Gas Technology Institute) 2007 - 2012
Merrill Lynch Capital 2002 - 2007
Heller Financial 2000 - 2002
LaSalle Bank 1997 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
DLL July 2005 - Present
GE Commercial Finance 2002 - 2005
Heller Financial 1998 - 2002
California United Bank / Pacific Century Bank 1997 - 1998
Founders National Bank 1996 - 1997
Huntington National Bank 1992 - 1996
Skills
Commercial Finance, Equipment Finance, Risk, Credit Analysis, Asset Based Lending, Small Business Lending, Municipal Bonds, Document Review, Financial Services, Commercial Lending, Credit Risk, Financial Risk, Finance, Restructuring, Banking, Loans, Corporate Finance, Credit, Management, Financial Analysis, Capital Markets, Risk Management, Structured Finance, Portfolio Management, Financial Structuring, Enterprise Risk..., Underwriting, Financial Modeling, Commercial Banking, Executive Management, Mergers & Acquisitions, Asset Management, Due Diligence
Education
Northwestern University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Ottawa Hills High School 1982 — 1986
Northern Trust Bank 1998 - 2011
Heller Financial 1994 - 1998
The Derson Group 1993 - 1994
United States Navy 1985 - 1992
Skills
Equipment Leasing, Business/Industry..., Client Servicing, Risk Management, Lease & Loan Structuring, New Business Development, Military Veteran, Credit Underwritiing, Relationship ..., Cross Selling, Inter-personal, Relationship Management, Analysis, Leases, Leasing, Credit, CRM, Financial Analysis, Portfolio Management, Banking, Finance
Education
University of Notre Dame - Mendoza College of Business 1992 — 1993
MBA, Finance and Marketing
Loyola College in Maryland 1981 — 1985
BA, Finance
Chicago Deming Association - Six Sigma Masters Program
Six Sigma Green Belt Training, Six Sigma
Kramer Van Kirk Credit Strategies L.P. December 2011 - Present
Harris Associates L.P. May 2000 - January 2011
Heller Financial July 1998 - April 2000
U.S. District Court for the Southern District of California June 1997 - June 1998
U.S. Department of Justice Northern District of Ohio August 1996 - May 1997
U.S. Securities & Exchange Commission July 1993 - May 1997
Education
Marquette University Law School 1990 — 1993
JD
Saint Mary's College 1985 — 1989
BBA, Finance
Bank of America April 2001 - Present
Atherton Capital 1998 - 2001
Sanwa Business Credit 1990 - 1998
Heller Financial 1987 - 1990
Skills
Commercial Lending
Education
Northern Illinois University 1983 — 1987
Bachelor of Science - Finance, Economics & Sociology
D'Orazio Capital Partners July 2015 - Present
Bridge Street Capital Partners, LLC 2003 - Present
Trivest Partners 1998 - 2002
FlashNet Communications 1996 - 1998
Colorado Mountain Express 1994 - 1996
Heller Financial 1986 - 1994
Skills
Mergers, Financial Analysis, Strategic Planning, Private Equity, Capital Markets, Venture Capital, Leveraged Finance, Governance, Business Strategy, New Business Development
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 1978 — 1983
Bachelor of Science (B.S.), Accounting
GE Capital September 2010 - Present
Harris Bank April 2008 - September 2010
Merrill Lynch September 2006 - April 2008
GE Capital November 2001 - September 2006
Heller Financial January 1992 - November 2001
The First National Bank of Chicago 1983 - 1991
Skills
Credit, Commercial Lending, Loans, Underwriting, Capital Markets, Financial Services, Structured Finance
Education
Northwestern University - Kellogg School of Management 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1978 — 1980
BS, Mathematics
ASCAP December 2002 - Present
Heller Financial 1998 - 2001
Skills
Music, Project Management, Microsoft SQL Server, MS Project, Team Leadership, Team Building, Project Planning, Quality Management, Agile & Waterfall..., Management, SDLC, Visio, Requirements Gathering, Business Analysis, Software Project..., Agile Project Management, Testing, Vendor Management, Systems Analysis, Quality Assurance, Data Warehousing, Business Intelligence, Agile Methodologies, Requirements Analysis
Education
Kuban State University (KubSU) 1988 — 1993
Bachelor of Science (BS), Foreign Languages and Literatures, General
Smith College
Foreign Languages and Literatures, General
Signature Bank September 2013 - Present
Amalgamated Capital September 2011 - August 2013
Golub Capital September 2007 - July 2008
AmSouth Bank May 1999 - April 2007
Heller Financial August 1997 - May 1999
CIT Group August 1992 - August 1997
Skills
Credit, Credit Analysis, Asset Based Lending, Loans, Capital Markets, Commercial Lending, Cash Flow Lending, Risk Management
Education
Isenberg School of Management, UMass Amherst 1988 — 1992
BBA, Finance
Chemical Bank Credit Training Program 1992 — 1992
Bank of America March 2010 - Present
TEKsystems October 2009 - March 2010
Merrill Lynch April 2004 - December 2008
Consulting 2002 - 2004
Heller Financial January 1999 - January 2002
Andersen Consulting June 1988 - January 1999
Skills
ETL, Microsoft SQL Server, Data Warehousing, Project Management, Business Intelligence, SDLC
Education
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
Nothern Trust April 2009 - Present
Harris Bank May 2008 - March 2009
Merrill Lynch 2003 - 2008
GE Capital August 2002 - April 2003
Heller Financial October 1997 - August 2002
Bank of America September 1996 - October 1997
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1984 — 1988
BS
Umpqua Bank April 2015 - Present
Pacific Enterprise Bank October 2013 - May 2015
Vibra Bank October 2012 - April 2013
Clifford Shank and Associates September 2011 - October 2012
Nevada Commerce Bank February 2010 - July 2011
Silver State Bank March 2008 - June 2009
Desert Glen, Inc. July 2005 - November 2006
Borrego Springs Bank May 2004 - July 2005
Greater Bay Bank October 2001 - December 2004
Heller Financial 1997 - 2000
Skills
SBA, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Portfolio Management, Underwriting, Financial Structuring, SBA 504, Banking, Finance, Commercial Mortgages, Cash Management, Financial Analysis, Mortgage Lending, Loan Origination, Funding, USDA, Credit Risk, Loan Servicing, Commercial Real Estate, Credit, Lines Of Credit, Construction Loans, Asset Based Lending, Credit Analysis, Treasury Management, Financial Risk
Education
National University
Palomar College
AA, General Ed/Psychology
San Diego State University-California State University
Psychology/Ed/Busines
ESPN October 2001 - Present
Edge Technology Services August 2000 - October 2001
Connecticut Municipal Electrical Energy Cooperative October 1999 - July 2000
ConAgra Foods April 1998 - October 1999
Heller Financial January 1997 - April 1998
Blue Cross Blue Shield June 1995 - December 1996
Skills
Television, Broadcast, Broadcast Television, Video Production, Digital Video, Digital Media, Video, Multimedia, New Media, Video Editing, Post Production, Social Media, HD Video, Management, Sports, Media Production, Project Management, Entertainment, Leadership
Education
Marquette University 1991 — 1996
Business Administration, Information Systems
PHOENIX CAPITAL MANAGEMENT, LLC 2001 - Present
TRUE NORTH PARTNERS 2000 - 2001
FINOVA Capital Corporation January 1999 - January 2000
FINOVA Capital Corporation January 1997 - January 1999
FINOVA Capital Corporation January 1994 - January 1997
FINOVA Capital Corporation January 1992 - January 1994
FINOVA Capital Corporation January 1987 - January 1992
HELLER FINANCIAL, INC January 1984 - January 1987
Heller Financial January 1979 - January 1984
Skills
Portfolio Management, Corporate Finance, Financial Analysis, Due Diligence, Strategy, Loans, Banking, Valuation, Finance, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Investments, Equities, Investment Banking
Education
Northern Illinois University 1976 — 1979
BS, Finance
Kayne Senior Credit Partners August 2011 - Present
Dymas Capital Management Company, LLC (Cerberus Capital Affiliate) 2002 - May 2011
Heller Financial 1989 - 2002
Deloitte Haskins & Sells 1984 - 1989
Skills
Mezzanine, LBO, Private Equity, Middle Market, Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1982 — 1984
B.S, Accounting
Omeda February 2013 - Present
Institutional Project Management 2002 - December 2012
McDonalds 2002 - 2002
Bank One 1999 - 2001
ACNIELSEN COMPANY, Schaumburg, IL 1997 - 1998
HELLER FINANCIAL 1994 - 1997
Skills
Feasibility Studies, Financial Modeling, Financial Analysis, Business Strategy, Business Analysis, RFP Generation, Project Management, Business Process..., Project Planning, Contract Negotiation, Contractual Agreements, Technical Documentation, Information Technology, RFP Design, Client Relations Skills, Business Requirements, ERP Implementations, Training, Risk Management, Contract Management, Management, Budgets, Consulting, Databases, Leadership, Strategic Planning, Construction Management
Education
Miami University 1985 — 1990
B.S., Finance and MIS
Bridgewater Raritan High School East 1982 — 1985
GED, College Prep
The SAVO Group March 2014 - Present
The SAVO Group February 2012 - Present
Citadel Investment Group March 2010 - August 2011
Merrill Lynch Capital July 2002 - December 2008
Heller Financial 1998 - 2002
Skills
Funding, Customer Service, Cash, Accounts Payable, Balance, Accounts Receivable, Accounting, Cash Management, Invoicing, Loans, Billing, Journal Entries, Excel, Banking, PeopleSoft, Problem Solving, Financial Analysis, Internal Controls, Leadership, Microsoft Excel
Education
Moraine Valley Community College
Financial Analysis Contractor 2013 - Present
Invision Capital 2008 - 2012
Longview Asset Management 2007 - 2008
Cityfront Capital Partners 2006 - 2007
JPMorgan Chase & Co. 2003 - 2006
Allied Capital 2001 - 2002
William Blair & Company 2000 - 2001
LaSalle Bank N.A., a subsidiary of ABN AMRO North America 1996 - 2000
Heller Financial 1992 - 1996
Arthur Andersen & Co. 1989 - 1992
Skills
Private Equity, Due Diligence, Capital, Recapitalizations, Buyouts, Investments, Corporate Finance, Mergers & Acquisitions, Middle Market, Venture Capital, Valuation, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Business Administration
Marquette University 1985 — 1989
Bachelor of Science, Accounting, Finance
ReSources May 2006 - Present
JP Morgan Chase 2003 - 2006
Heller Financial 2000 - 2002
Skills
Leadership, IT Operations, IT Strategy, Project Management, Vendor Management, Process Improvement, SDLC, Program Management, Business Intelligence, IT Management, Business Analysis, Enterprise Architecture, Disaster Recovery, ITIL, Outsourcing, Integration
Education
Northwestern University
Infor Senior AnalystGE Corporate Financial Services2001 - 2008
GE Commercial Finance 2001 - 2008
Heller Financial June 1999 - October 2001
John Wm. Roberts and Associates June 1991 - June 1999
National Roofing Contractors Association February 1983 - June 1990
Education
Indiana University Bloomington 1976 — 1980
Bachelors, Journalism, Religious Studies
GE Real Estate 2004 - Present
GE Capital Real Estate 2001 - 2004
Heller Financial August 1998 - October 2001
Harris Trust and Savings Bank August 1987 - July 1998
Skills
Asset Managment, Underwriting, Real Estate Economics, Loans, Due Diligence, Credit, Portfolio Management, Financial Modeling, Financial Analysis, Negotiation, Financial Structuring, Commercial Lending, Commercial Banking, Real Estate Financing, Business Planning, Banking, Investment Properties, Disposition, Valuation, Finance, Commercial Real Estate, Structured Finance, Credit Analysis, Credit Risk, Risk Management, CMBS, Mortgage Lending, Private Equity, Asset Management, Dispositions
Education
Keller Graduate School of Management of DeVry University 2007 — 2012
MBA, International Finance
Roosevelt University 1989 — 1989
Lawyers Assistance Program-Paralegal Certification, Pre-Law Studies
University of Illinois at Chicago 1974 — 1978
BS, Pre-Law
Troy Middle School- District 30c August 2013 - Present
Palos East Elementary School April 2012 - June 2013
Adventist Health System November 2009 - July 2012
Community Consolidated School District 181 August 2011 - November 2011
Adventist Health System - Glen Oaks Therapeutic Day School January 2009 - July 2009
Cossitt Elementary School 2006 - 2007
Adventist Health Systems 2004 - 2005
Heller Financial, Inc. 1993 - 1996
Heller Financial 1990 - 1993
Andersen Consulting 1986 - 1990
Skills
Social Services, Mental Health, Adolescents, Teaching, Interventions, Elementary Education, Community Outreach, Therapists, Special Education, Crisis Intervention, Classroom, School Social Work, Behavior Management
Education
Loyola University Chicago 2004 — 2007
MSW, Social Work
The University of Chicago 1989 — 1991
Graduate School of Business
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Finance
Antares Capital LP August 2015 - Present
Merrill Lynch Capital February 2006 - February 2008
Katten Muchin Roseman LLP March 2002 - February 2006
Heller Financial October 1995 - February 2002
Skills
Legal Writing, Due Diligence, Litigation, Legal Research, Corporate Law, Litigation Support, Document Review, Commercial Litigation, Intellectual Property
Education
Northwestern University 1997 — 2007
BS, Anthropology
Roosevelt University 1983 — 1984
Certificate, Paralegal Studies
Paylocity March 2015 - Present
Rudelyinteractive.com February 2000 - Present
Grainger June 2013 - March 2015
Sears Holdings Corporation June 2010 - June 2013
Sears Holdings Corporation September 2007 - June 2010
Sears Holdings Corporation November 2006 - September 2007
Sears November 2004 - November 2006
Artisan, Inc. 2001 - 2005
Heller Financial May 1998 - February 2001
Skills
User Interface Design, Graphic Design, Front-end Development, Photoshop, Illustrator, InDesign, Dreamweaver, Fireworks, Flash, HTML, JavaScript, jQuery, JSON, AJAX, XML, PHP, Cross-browser..., Accessibility, Section 508, WCAG, Wordpress, IBM WebSphere Ecommerce..., Omniture, Creative Direction, Project Planning, Brand Identity, Color Theory, Resource Management, Mentoring, Cross-functional Team..., Talent Development, Talent Assessment, Agile Methodology, Information Architecture, Rapid Prototyping, Team Leadership, Creative Problem Solving, E-commerce, Front-end, User Experience, Management, Web Development, Wireframes, Leadership, Usability Testing, Front-end Coding, XHTML, User-centered Design, CSS3, CSS
Education
Illinois Wesleyan University 1994 — 1998
BFA, Graphic/Web Design, Photography
Wells Fargo 2013 - 2014
US Bank 2005 - March 2013
Wells Fargo Commercial Real Estate 2013 - 2013
Boulder Housing Partners 2010 - 2013
First National Bank of Colorado 2003 - 2005
Heller Financial 1996 - 1999
Citi 1992 - 1996
Sears, Roebuck and Co. 1986 - 1989
Skills
Commercial Lending, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Commercial Mortgages, Investment Properties, Asset Management, Real Estate, Due Diligence, Real Estate Financing, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Real Estate Finance
Northwestern University 1980 — 1984
BA, European History
Marc Realty January 2000 - Present
Draper and Kramer 1997 - 2000
Mesirow Financial 1990 - 1997
Capital Real Services 1982 - 1990
Heller Financial 1979 - 1982
Cohen Financial 1978 - 1979
BB Cohen&Co. 1975 - 1978
Arthur Andersen & Company 1973 - 1975
Skills
Real Estate, Financial Modeling, Financial Reporting, Investment Properties, Commercial Real Estate, Disposition, Entrepreneurship, Real Estate Economics, Corporate Real Estate, Brokerage, Asset Managment, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate Development, Valuation, Investments, Small Business, Mortgage Lending, Property Management, Apartments, Tenant, Contract Negotiation, Facilities Management, Budgets, Location Intelligence, Construction Management, Leases, Real Estate Transactions, Construction, Real Estate Financing, Negotiation, Loan Origination, Strategic Planning, Lease Negotiations, Asset Management, Private Equity, Underwriting, Acquisitions, Finance, Loans, Accounting, Investors, Due Diligence, Selling, Tenant Representation, Capital Markets, Sales, Business Development, Lease Administration
Education
University of Chicago 1971 — 1973
MBA, Finance/Accounting
Northwestern University 1967 — 1971
BSIE, Engineering/math/economics
Bishop Griffin High School 1963 — 1967
NYU Medical Center January 2008 - Present
Hypertrophic Cardiomyopathy Association (HCMA) January 2007 - October 2007
James Economou & Assoc. May 1998 - January 2000
Passport Software, Inc. September 1993 - March 1995
Heller Financial July 1991 - October 1992
andersen consulting whq 1985 - 1992
NOTIS Systems July 1990 - July 1991
Andersen Consulting February 1986 - June 1990
Skills
Public Health, Epidemiology, Medicare, SAS, SPSS, Biostatistics, Data Analysis, Clinical Research, Program Evaluation, Statistics, Data Management, Medical Research, Quantitative Research
Education
University of Medicine and Dentistry of New Jersey 2005 — 2007
MPH, Epidemiology
Michigan State University 1981 — 1985
BS, Computer Science
Ally Corporate Finance (GMAC) May 1999 - Present
Heller Financial 1994 - 1999
KPMG 1989 - 1994
Skills
Accounting, Financial Analysis, Financial Modeling, Banking, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Finance, Loans, Due Diligence, Credit Analysis, Financial Reporting, Corporate Finance, Cash Management, Structured Finance, Funding, Leveraged Finance, Risk Management, Credit Risk
Education
Indiana University Bloomington 1985 — 1989
BS, Accounting
New Trier 1983 — 1985
Northwestern Mutual Capital 2000 - Present
American General 1999 - 2000
Heller Financial 1994 - 1999
GE Capital 1987 - 1994
Skills
Project Finance, Private Equity, Mezzanine, Private Placements, Energy and..., Risk and Financial..., Investment Management, Strategic Leadership, Renewable Energy, Power & Utilties, Energy, Investments, Mergers & Acquisitions, Corporate Finance, Asset Management, Financial Analysis, Infrastructure, Restructuring, Due Diligence, Capital Markets, Leveraged Finance, Financial Modeling, Bonds, Hedge Funds, Valuation, Business Development, LBO, Portfolio Management, Finance, Credit, Financial Structuring, Funding, Securities, Fixed Income, Investor Relations, Corporate Development, Investment Banking, Structured Finance, Trading, Equity Research, Financial Risk, Business Valuation
Education
McGill University
Bachelor of Engineering (B.Eng.), Civil Engineering, minor in Management
The University of Texas at Arlington - College of Business Administration
MBA, Finance
Metropolitan Commercial Bank (New York) May 2014 - Present
Capital One July 2011 - April 2014
Clipper Ship Realty Capital 2008 - December 2011
Banco Popular North America 2005 - November 2008
Doral Bank New York 2003 - 2005
Independence Community Bank 2001 - 2003
Heller Financial 1997 - 2001
The Dime Savings Bank of New York 1995 - 1996
European American Bank 1993 - 1995
Real Estate Finance Group - The Chase Manhattan Bank 1988 - 1993
Skills
Real Estate, Loans, Investments, Investment Properties, Real Estate Development, Banking, Mortgage Lending, Underwriting, REO, Disposition, Finance, New Business Development, Cash Flow, Portfolio Management, Credit, Due Diligence, Credit Analysis, Financial Analysis, Real Estate Economics, Risk Management, Commercial Lending, Commercial Mortgages, Commercial Real Estate
Education
ABN AMRO Bank NA (EAB parent) 1993 — 1994
Formal Credit Training, Cash Flow Analysis / Accounting
Le Moyne College 1984 — 1987
Bachelor of Arts (B.A.), Economics
CIT Capital Equipment Finance August 2015 - Present
Huntington Bank January 2011 - Present
PNC Equipment Finance January 2010 - January 2011
GE Capital January 2008 - December 2009
Merrill Lynch Capital August 2002 - January 2008
Determine Software 2000 - 2002
Heller Financial February 1999 - April 2000
Sanwa Business Credit July 1997 - February 1999
US Leasing May 1984 - July 1997
Mellon US Leasing 1995 - 1997
Education
Michigan State University
The Gladstone Companies May 2004 - October 2014
GE Capital January 2001 - May 2004
Heller Financial October 1996 - December 2000
Bank of America July 1994 - September 1996
Continental Bank NA June 1985 - June 1996
Skills
Private Equity, LBO, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Corporate Finance, Financial Modeling, Middle Market, Venture Capital, Financial Structuring, Capital Markets, Valuation, Business Valuation, Finance, Growth Capital, Investments, Portfolio Management, Restructuring
Education
Marquette University
B.S., Accounting
University of Wisconsin-Madison - School of Business
MBA, Finance
Deutsche Leasing USA March 2009 - Present
GE Capital October 2001 - February 2009
Heller Financial September 1997 - October 2001
GE Capital April 1990 - September 1997
Merrill Lynch Business Financial Services 1986 - 1989
Pathway Financial 1985 - 1986
Education
The University of Chicago 1983 — 1986
MBA, Finance
Northern Illinois University 1978 — 1982
BS, Finance
Victory Park Capital Advisors September 2009 - Present
CapitalSource January 2006 - April 2009
Antares Capital 2004 - 2006
GE Capital 2001 - 2004
Heller Financial 1996 - 2001
Ernst & Young September 1993 - September 1996
Education
Marquette University 1989 — 1993
BS
Northwestern University - Kellogg School of Management
MBA
Willowbrook High School August 2011 - Present
Glenbard East High School December 2010 - June 2011
MarCap Corp. n/k/a Tigris Asset Finance n/k/a Ever Bank February 2002 - November 2008
Heller Financial July 1999 - February 2002
General Electric Capital Corporation September 1990 - July 1999
Skills
Equipment Finance, Underwriting, Financial Risk, Auditing, Financial Reporting, Finance, Cash Flow, Internal Audit, Portfolio Management, Loans, Banking, Commercial Banking, CRM, Financial Analysis, Credit, Microsoft Excel, Accounting, Mergers & Acquisitions, Process Improvement, Credit Analysis, Leadership, Financial Modeling, Negotiation, Risk Management, Credit Risk, Consolidation, Commercial Lending
Education
New Mexico State University
Bachelor's, Accounting
GE Commercial Finance November 2006 - Present
Heller Financial 1995 - 2001
Skills
Corporate Finance, Cash Flow Lending, Asset Based Lending, LBO, Portfolio Management, Financial Modeling, Due Diligence, Mergers, Valuation, Private Equity, Financial Analysis, Leveraged Finance, Credit Analysis, Finance, Capital Markets, Commercial Lending, Loans, Structured Finance
Education
Northwestern University - Kellogg School of Management
InrexTest, Inc. February 2011 - Present
InterNat Health Care Services, LLC April 2012 - Present
Os Technology, LLC June 2002 - Present
Jonathan Foltz, LLC September 2001 - Present
Delcath Systems, Inc. June 2006 - January 2010
Venkol Ventures 1989 - 1992
Nicholas, Lawrance & Company 1987 - 1988
Value Line 1985 - 1987
Heller Financial 1984 - 1985
Skills
Corporate Finance, Collections, Company Turnaround, Regulatory Affairs, Clinical Research, FDA, Biotechnology, Pharmaceutical Industry, Clinical Trials, Oncology, Executive Management, Business Development, Product Development, Strategic Planning, Project Management, Mergers, Market Research, Medical Devices
Education
The University of Connecticut School of Business 1996 — 1998
Executive MBA, International Business
Lehigh University - College of Business and Economics 1979 — 1983
BS, Business & Computer Science
Churchill Asset Management, A TIAA-CREF Company April 2015 - Present
The Carlyle Group January 2014 - March 2015
The Carlyle Group November 2011 - December 2013
Churchill Financial Group February 2006 - November 2011
GE Global Sponsor Finance February 2001 - February 2006
Heller Financial May 1994 - February 2001
Fleet Bank 1991 - 1994
Maryland National Bank 1979 - 1991
Skills
Leveraged Finance, Middle Market, Mezzanine, Portfolio Management, Credit Analysis, LBO, Corporate Finance, Private Equity, Finance, Loan Origination, Financial Structuring, Structured Finance, Valuation, Asset Based Lending, Start-ups, Due Diligence
Education
Lehigh University - College of Business and Economics 1978 — 1980
Master of Business Administration (M.B.A.), Business, cum laude
Lehigh University - College of Business and Economics 1968 — 1972
Bachelor's Degree, Accounting, cum laude
Chase Equipment Finance, JPMorgan Chase Bank June 2014 - Present
Merrill Marine Services, Inc. July 2009 - Present
Merrill Lynch Capital and Commercial Finance Corp 2002 - 2009
GE Capital 2001 - 2002
Heller Financial 2000 - 2002
American Appraisal Associates 1997 - 2000
Marshall & Stevens 1994 - 1997
Ernst & Young 1992 - 1994
Sanwa Business Credit 1988 - 1992
Valuation Counselors 1986 - 1988
Skills
Capital Markets, Finance, Risk Management, Corporate Finance, Banking, Negotiation, Business Development, Due Diligence, Appraisals, Financial Services, Management, Business Strategy, Commercial Banking, Credit Risk, Private Equity, Mergers & Acquisitions
Education
Northern Illinois University
BA, Finance
Quinlan School of Business, Loyola University Chicago
MBA, Finance Emphasis
Timberline Knolls Residential Treatment Center July 2014 - Present
Timberline Knolls Residential Treatment Center January 2012 - June 2014
Job Giraffe (formerly Paige Personnel) October 2011 - January 2012
STARCON May 2003 - July 2009
BCD Travel June 2000 - June 2002
Heller Financial January 1985 - June 2000
First Midwest Bank 1977 - 1984
Skills
Administrative..., Recruiting, Customer Service, Office Management, Outlook, Onboarding, Employee Relations, Microsoft Office, Training, Organizational..., Team Building, Strategic Planning, Benefits Administration, Microsoft Excel, Leadership, HRIS Database Management, Travel and meeting..., Human Resources, Payroll
Education
Joliet Junior College
Per February 2011 - Present
JWT INSIDE January 2001 - June 2010
Strategic Partners, Inc February 1997 - December 2000
Capitol Distrubutors 1995 - 1997
Skechers Inc 1993 - 1994
La Gear Inc 1990 - 1993
Heller Financial 1983 - 1990
Skills
Credit, Financial Analysis
Education
Kingsborough Community College
Bank of America October 2007 - Present
LaSalle Bank February 2001 - October 2007
Heller Financial September 1997 - February 2001
Education
Indiana University-Purdue University at Indianapolis 1988 — 1993
B.A. in English
Urban Partnership Bank September 2012 - July 2013
Special Counsel Staffing November 2010 - May 2012
BMO Harris Bank May 2007 - May 2009
Capmark Finance, Inc./GMACCM March 2005 - September 2006
Silver Hill Financial April 2004 - November 2004
Accountemps August 2003 - February 2004
Financial Temp/BECO Group October 2002 - January 2003
Heller Financial March 1999 - September 2001
LaSalle Bank July 1997 - January 1998
MB Financial Bank March 1996 - July 1997
Skills
Loans, Due Diligence, Commercial Banking, Loan Documents, Loan Servicing, Loans Administration, OREO Loan Assistant, Commercial Insurance, Bank Reconciliation, Commercial Loan..., Property Management..., Data Entry, Post Closing
Education
National-Louis University
Bachelor of Arts (BA), Business Administration
Central YMCA Community College / City Wide Colleges of Chicago 1978 — 1980
Associates, Liberal Arts / Special Education
Jones Commercial High School 1974 — 1976
Business Studies
GE Capital February 2008 - Present
GE Antares Capital 2008 - Present
GE Antares Capital (workouts) 2008 - Present
General Electric Capital Corporation 2008 - Present
Merrill Lynch Capital 2002 - 2008
Heller Financial 1989 - 2001
Skills
Asset Based Lending, Special Situations, Structured Finance, Financial Structuring, LBO, Capital Structure, Deal Execution, Valuation, Loan Origination, Credit Analysis, Credit Risk, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (MBA), Marketing and Management
Northern Illinois University 1986 — 1988
Bachelor of Science (B.S.), Finance, General
Ernst & Young March 2011 - Present
JP Morgan Chase 2008 - 2010
JPMorgan Chase 2004 - 2008
Bank One 2001 - 2004
marchFIRST 1999 - 2001
Heller Financial 1998 - 1999
IBM 1992 - 1998
Continental Bank 1978 - 1992
Skills
Risk Management, Program Management, Business Analysis, Strategy, IT Strategy, Cross-functional Team..., Process Improvement, Strategic Planning, Executive Management, Leadership, Management, Outsourcing, Mergers & Acquisitions, Vendor Management, CRM, Business Process..., Change Management, IT Management, Credit, Integration, Financial Risk, Consulting, Information Technology, Business Strategy
Education
Quinlan School of Business, Loyola University Chicago 1981 — 1985
MBA, Finance
Loyola University Chicago 1974 — 1978
B.S., Math, Computer Science
Adelman Travel Group VIce President ,DirectorTQ3 Travel Solutions2004 - 2005
Heller Financial 2000 - 2001
Education
Northern Arizona University
Commercial Design and Minor - Marketing
EMC July 2013 - Present
EMC Corporation April 2001 - July 2013
Arrow Electronics/Moca Inc June 1999 - April 2001
Merisel August 1995 - June 1999
BNY Financial formerly BancBoston Financial September 1987 - August 1995
Heller Financial 1986 - 1987
Skills
Salesforce.com, Financial Analysis, Analytical Skills, Project Management, Program Management, Business Analysis, Credit, Analysis, Account Management, Forecasting, Process Improvement, Management, Risk Management
Education
Massachusetts College of Liberal Arts
BS, Business Management
Town and Country Bank March 2014 - Present
Federal Deposit Insurance Corporation September 2013 - February 2014
Town and Country Bank January 2008 - August 2013
United Community Bank 2003 - 2008
Heller Financial 1999 - 2003
Primerica financial Services April 1988 - April 1996
Skills
Credit, Bank Secrecy Act, USA PATRIOT Act, OFAC, Retail Banking, AML, KYC, Commercial Banking, Commercial Lending, Risk Management, TILA, RESPA, Remote Deposit Capture, Compliance Training, Securities, Underwriting, HMDA, CRCM, Financial Institutions, Credit Risk, Mortgage Lending, Consumer Lending, Insurance, Financial Regulation, Small Business Lending, Mortgage Banking, Credit Analysis, Loan Origination, Banking Law, Branch Banking, Cash Management, Credit Cards, Community Reinvestment..., Enterprise Risk..., Home Equity Loans, Lines Of Credit, Mortgage Servicing, Operational Risk, Operational Risk..., Deposits
Education
Institute of Certified Bankers 2010 — 2010
compliance certification, CRCM
Louisiana State University 1983 — 1987
Bachelor of Arts, History, English
The Louise S. McGehee School 1979 — 1983
Academy of the Sacred Heart New Orleans 1969 — 1978
Pre-K and Elementary School, Pre-K - 8th grade
GE Capital August 2004 - Present
GE Capital April 2000 - 2004
Heller Financial August 1998 - October 2000
Harris Trust and Savings Bank 1987 - 1998
Amalgamated Trust and Savings Bank 1985 - 1987
Federal Deposit Insurance Corporation (United of America Bank), 1982 - 1985
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, Banking, Risk Management, Financial Reporting, Finance, Microsoft Office, Loans, Economics, Analysis, Portfolio Management, Valuation, Financial Modeling, Credit, Due Diligence, Mortgage Lending, Asset Management, Investments, Due Dilligence
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (M.B.A.), International Business (Finance)
Roosevelt University 1989 — 1989
Paralegal Certificate, Lawyers Assistance Program
University of Illinois at Chicago
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies-PreLaw
KPMG May 2001 - Present
Heller Financial 1995 - 2001
Deutsche Bank 1986 - 1994
Skills
Microsoft Word
Education
Katherine Gibbs School
DaVita February 2012 - Present
Julie Hartman Art January 2009 - Present
Hartman Jewelers December 2007 - June 2009
Merrill Lynch Capital 2002 - 2003
Heller Financial 1999 - 2002
Great River Reinsurance Management 1996 - 1998
Skills
Photoshop, Microsoft Office, PowerPoint, Nonprofits, Creative Direction, Social Media Marketing, Social Media, Advertising, Editing, Public Relations, Sales, Team Building, Research, Leadership, Marketing, Public Speaking, Microsoft Word, Healthcare, Teaching, Customer Service
Education
Missouri State University
CUNA Mutual Group 2009 - Present
CUNA Mutual Group 2007 - 2009
CUNA Mutual Group 2006 - 2007
Baxter International Inc. 2004 - 2005
Baxter International Inc. 2002 - 2004
Heller Financial 2000 - 2002
Heller Financial 1998 - 2000
Price Waterhouse Coopers 1996 - 1998
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, Strategy
University of Michigan 1992 — 1996
BBA, Accounting
Hooray Puree January 2012 - Present
Inspired Interiors, Inc. April 2009 - March 2012
Field Trip Factory September 2007 - April 2009
Field Trip Factory July 2006 - April 2007
Heller Financial November 1994 - October 1998
CS First Boston April 1993 - November 1994
Investors Compensation Scheme LTD July 1992 - April 1993
Price Waterhouse August 1989 - June 1992
Skills
CPA, Quickbooks, Small Business Accountng, QuickBooks, Payroll, Accounts Payable, Tax, Cash Flow, Tax Preparation, Income Tax, Corporate Tax, Financial Accounting, Accounting, Sales Tax, Financial Analysis, Tax Returns, General Ledger, Journal Entries, Small Business, GAAP, Fixed Assets, Bookkeeping, Account Reconciliation, Financial Statements, Internal Controls
Education
John Carroll University 1985 — 1989
BSBA, Accountancy
Magnificat High School
College Prep
Panduit September 2013 - Present
Village of Orland Park, IL July 2007 - September 2013
Heller Financial 1986 - 2002
Arthur Andersen 1982 - 1986
Skills
Strategic Planning, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Budgets, Customer Service, Finance, Process Improvement, Portfolio Management, Microsoft Excel, Accounting, Forecasting
Education
Marquette University 1978 — 1982
Bachelor of Science (BS), Accounting and Spanish
Suburban Real Estate Services, Inc. April 2007 - Present
Roesch Auto Group October 2002 - April 2007
Heller Financial November 1988 - May 2002
Skills
Accounting, Financial Reporting
Education
Northern Illinois University 1982 — 1986
Bachelor's degree, Accounting
Ally Commercial Finance July 2012 - Present
Monroe Capital January 2011 - June 2012
CapitalSource April 2003 - January 2010
GE Capital October 2001 - April 2003
Heller Financial March 1991 - October 2001
Bankers Trust Company October 1987 - March 1991
Education
Northern Illinois University 1980 — 1985
Bachelor of Science (B.S.), Accounting
Commercial Real Estate September 2009 - Present
Bank of America/ Merrill Lynch & Co February 2004 - July 2012
Merrill Lynch 2004 - 2012
Merrill Lynch March 2006 - September 2009
Merrill Lynch February 2004 - March 2006
TTI International Inc January 2002 - January 2003
AVP January 2001 - January 2002
GE Capital/Heller Financial Inc January 1990 - January 2002
Heller Financial January 1998 - January 2000
AVP January 1995 - January 1997
Skills
C.P.A, Financial Reporting, Forecasting, Finance, Banking, Credit, Budgets, Corporate Finance, Portfolio Management, Account Reconciliation, Cash Management, Cash Flow, Loans, Valuation, Analysis, General Ledger, Insurance, Accounting, Commercial Lending, Financial Modeling
Education
Northern Illinois University 1985 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Northern Illinois University 1985 — 1990
Bachelor of Science, Accounting
Fatsuma Corporation April 2014 - Present
STRATA June 2012 - April 2014
STRATA September 2007 - May 2012
Career Education Corporation November 2004 - October 2005
Publicis Groupe October 2002 - November 2004
Heller Financial June 1996 - May 2002
Education
Marquette University 1992 — 1996
Bachelor of Science (BS), Business Administration/Management Information Systems