Heller Financial
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Heller Financial Employees
Sterling National Bank September 2006 - Present
Sterling National Bank, Factoring & Trade Finance Div. March 2006 - Present
Heller Financial June 1994 - November 1997
Skills
Loans, Banking, Asset Based Lending, Small Business Lending, Portfolio Management, Mortgage Lending, Loan Origination, Credit Risk, Mortgage Banking, Cash Management, Underwriting, Risk Management, Financial Risk, Corporate Finance, Financial Services
Education
Williams College 1980 — 1983
Graduate Studies with National Assoication of Credit Management, Executive Award
Pace University - Lubin School of Business 1971 — 1976
Bachelor of Business Administration (BBA), Accounting and Finance
Trinity Services Inc. January 2014 - Present
Trinity Services inc December 2011 - January 2014
SPEED School District 802 January 2007 - July 2012
Lasalle National Bank March 2003 - June 2004
Bank of America March 2001 - February 2003
Heller Financial January 1997 - January 2001
Skills
Time Management, Research, Public Speaking, Policy, Nonprofits, Management, Loans, Community Outreach, Human Resources, Customer Service, Analysis, Event Planning, Accounts Receivable, Finance, Program Development, Credit, Budgets
Education
Roosevelt University 2008 — 2011
Masters, Public Administration
Roosevelt University 2004 — 2008
Bachelors, Professional Studies/Sociology
Northstar Bank of Texas February 2014 - Present
First United Bank & Trust October 2006 - January 2014
Patriot Bank June 2005 - September 2006
SouthTrust Bank/Wachovia Bank January 1997 - June 2005
Security Capital Inc. October 1994 - January 1997
Resolution Trust Corporation November 1990 - October 1994
Heller Financial November 1987 - October 1990
Bank of America October 1983 - November 1987
Skills
Commercial Real Estate, Loans, Mortgage Lending, Commercial Mortgages, Apartments, Commercial Lending, Commercial Banking, Loan Origination, Real Estate, Real Estate Financing, Construction Loans, Disposition, Credit
Education
Southern Methodist University 1977 — 1981
BBA, Finance
Kinkaid High School
HP (In support of Homeland Security SEVP) 2002 - 2015
EDS (Electronic Data Systems) 2000 - 2002
Unique Software Solutions June 1998 - April 2000
Heller Financial 1998 - 1998
AlliedSignal 1997 - 1997
Corus Bank 1997 - 1997
Oakridge Consulting 1997 - 1997
Skills
ITIL, IT Service Management, Requirements Analysis, Service Delivery, Program Management, Business Analysis, SDLC, Agile Methodologies, Solution Architecture, Software Project..., Virtualization, Cloud Computing, Project Management, PMP
Education
Regis University 2000 — 2004
Masters of Computer Information Systems, Project Management, Database / Network System Design, 3.91
University of Colorado Colorado Springs 1994 — 2000
Bachelor of Arts(BA), Psychology
Lewis Palmer Class of 93
Standard & Poor's Ratings Services July 2007 - Present
GE Capital Markets 1999 - 2006
BNP Paribas 1997 - 1999
Heller Financial 1991 - 1999
Skills
Sales Management, Ratings, Leveraged Finance, Syndications, Credit Risk, Loan Origination, Underwriting, Portfolio Management, Finance, Relationship Management, Structured Finance, Credit, Financial Institutions, Capital Markets, Financial Modeling, Financial Structuring, Corporate Finance
Education
Union College
BA, Economics
Ken Ringwood - Interim CFO 2013 - Present
Pronto Connections, Inc. 1999 - 2013
The American Bottling Company 1993 - 1999
Heller Financial 1986 - 1992
Arthur Andersen & Co. 1981 - 1986
Skills
MBA, CPA, Performance Metrics, Financial Results, Key Performance..., Analytic Reporting, Managerial Finance, Cash Flow, Financial Analysis, Business Process..., Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Strategy, Management, Internal Controls, Budgets, Leadership, Finance, Accounting, Restructuring, Mergers & Acquisitions, Turnaround Experience, Business Intelligence, Due Diligence, Value Creation, Business Development, Strategic Planning, Business Planning, Executive Management
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance and Business Policy
University of Wisconsin-Madison - School of Business 1976 — 1981
BBA, Accounting
Certified Public Accountant
John Bean Technologies Corporation May 2014 - Present
Heller Financial 1997 - 2002
Katten Muchin Rosenman LLP 1990 - 1997
Education
University of Illinois College of Law 1983 — 1986
J.D., Law
University of Illinois at Urbana-Champaign 1979 — 1983
B.A., Liberal Arts - Psychology Major
GE Capital 2006 - 2009
Merrill Lynch Capital 2002 - 2006
Heller Financial 1998 - 2002
Chicago Title 1994 - 1998
Skills
Review title and survey, Loans, Document Drafting, Loan Closings, Loan Auditing, Bookings, Real Estate Due..., Commercial Real Estate, Due Diligence, Commercial Lending, Commercial Mortgages, Investments, Real Estate, Credit, Loan Origination, Real Estate Economics
Education
University of Illinois at Chicago
BA
Baker & McKenzie January 2011 - Present
Holland & Knight 2007 - 2011
Newcastle Limited 2005 - 2007
Baxter Credit Union 2002 - 2005
Heller Financial 1999 - 2002
Skills
Marketing Strategy, Management, Strategic Planning, Business Development, Public Relations, Marketing Communications, Marketing, Direct Marketing, Advertising, Real Estate, Leadership, Press Releases, Corporate Branding, Product Marketing, Event Management
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.S., Journalism
Roosevelt University 1998 — 2000
M.S., cum laude, Integrated Marketing Communications
Lane Tech 1986 — 1990
Engineering Graphics/Architecture
Third Party Pension Administrator January 2013 - Present
Freedom One Financial Group October 2011 - December 2012
Accountemps July 2010 - January 2012
Oakland Companies January 2007 - November 2008
Heller Financial 2000 - 2002
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Account Reconciliation, Financial Analysis, Outlook, General Ledger, Microsoft Excel, Financial Reporting, Employee Benefits, Access, 401(k) Administration, Management, Human Resources, Payroll
Education
Walsh College of Accountancy and Business Administration 2008 — 2011
Bachelor's, Accountancy
Northwood University 1994 — 1996
Bachelor's of, Accountancy
MB Financial Bank (formerly Cole Taylor Bank) August 2014 - May 2015
Cole Taylor Bank April 2012 - August 2014
Cole Taylor Bank December 2010 - April 2012
LaSalle Bank Corporation 2000 - 2008
ABN AMRO 1999 - 2000
ABN AMRO 1998 - 1999
Equis Corporation 1997 - 1998
Jewel Food Stores 1995 - 1997
Jewel Food Stores 1994 - 1995
Heller Financial 1993 - 1994
Skills
Financial Analysis, Budgets, Accounting, Forecasting, Financial Reporting, Financial Modeling, Analysis, Banking, Finance, Project Management, Strategic Planning, Managerial Finance, Leadership, Management
Education
The University of Chicago Booth School of Business 1990 — 1994
MBA, Finance & Marketing
University of Illinois at Chicago
B.S., Accounting
International Transload Logistics Professional Staff, Special ProjectsKuhn and Company CPAsJanuary 2001 - April 2001
Heller Financial 1989 - 1990
Industrial Bank of Japan 1987 - 1988
Skills
Invoicing, Access, Spreadsheets, Data Entry, Office Administration, Telephone Skills, Billing Process, Billing Systems, Customer Service, QuickBooks, Microsoft Excel, Payroll
Education
The University of Texas at Austin 1983 — 1986
BA, Finance
Hinsdale Bank & Trust April 2008 - Present
Stout Equipment December 2001 - August 2005
Heller Financial July 1997 - November 2001
K&L Marketing February 1995 - July 1997
Ogilvy & Mather April 1992 - January 1995
Skills
Management, Marketing, Marketing Communications, Marketing Strategy, Public Relations, Strategic Planning
Education
Providence College
Bachelor of Arts (BA), Political Science and Government
Woodlands Academy
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
Aero Communications Inc. October 2014 - Present
The Professional Group, a Belfor company November 2001 - September 2014
Kelly Services March 1994 - November 2001
Heller Financial March 1993 - March 1994
Arthur Andersen & Co. September 1986 - March 1993
Skills
Finance, Accounting, Financial Analysis, Due Diligence, Mergers & Acquisitions, Budgets, Executive Management, Business Valuation, Strategic Planning, Leadership, Management, Restructuring, Financial Modeling, Financial Reporting, Contract Negotiation, Forecasting, Communication Skills, Corporate Finance, Pricing Strategy, Cash Flow Forecasting, Treasury, KPI Dashboards, Private Equity, Strategic Leadership
Education
The University of Chicago Booth School of Business 1988 — 1991
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA
MHCapital Funding January 2014 - Present
Guardian Investment Real Estate February 2011 - January 2014
NAI Miami Commercial Real Estate Services, Worldwide 2013 - 2013
Sebastian Equity Consulting, LLC October 2008 - February 2011
Washington Mutual, Inc. December 2004 - October 2008
Cohen Financial October 1999 - December 2004
Heller Financial October 1997 - October 1999
Skills
Loans, Real Estate, Debt, Investments, Investment Properties, Structured Finance, Asset Management, Mortgage Lending, Apartments, Private Equity, Valuation, Commercial Banking, Asset Managment, Mergers & Acquisitions, Banking, Real Estate Development, Commercial Real Estate, Finance, Business Development, Credit, Commercial Lending, REO, Loan Origination, Acquisitions, Disposition, Brokerage, Portfolio Management, Real Estate Economics, Due Diligence, Underwriting, Mortgage Banking, Sellers, Dispositions
Education
University of Florida 1979 — 1982
AA, Finance, CIS & Economics
University of South Florida 1983 — 1984
BA, Finance
Pivotal Capital Group II, LLC November 2013 - Present
Pivotal Capital Group, LLC 2012 - 2014
Western Capital Partners, LLC February 2008 - January 2009
GMAC RESCAP September 1998 - November 2007
Heller Financial 1994 - 1998
Skills
Real Estate Finance, Real Estate Transactions, New Business Development, Debt, Loans, REO, Structured Finance, Valuation, Real Estate Economics, Investment Properties, Real Estate, Investments, Portfolio Management, Real Estate Development, Commercial Real Estate, Mergers, Credit, Finance, Loan Origination, Financial Structuring, Real Estate Financing, Mergers & Acquisitions, Property, Underwriting, Due Diligence, Residential Homes, Asset Management, Land Acquisition, Foreclosures, Investors, Disposition, Funding, Business Development, Private Equity, Short Sales, Property Management, Sellers, Single Family Homes, Entitlements, Commercial Mortgages, Venture Capital, Joint Ventures, Mortgage Lending, Brokerage, Negotiation, Mortgage Banking
Education
University of Illinois at Urbana-Champaign 1991 — 1993
B.S. Economics, Finance and Real Estate Concentrations
Southern Illinois University, Carbondale 1989 — 1991
Economics/Finance
Future Focus Educational Services June 2006 - Present
GE Capital July 2001 - July 2004
Heller Financial July 1997 - July 2001
Skills
Strategic Planning, Project Management, Microsoft Excel, Teaching, Student Financial Aid, Loans, Essays, College Applications, Tutoring, SAT Prep, Standardized Testing, Interviewing Skills, College Education..., Coaching, Leadership Development, Staff Development, Adult Education, Marketing Communications, Public Speaking, Test Preparation, Customer Service, Social Media, Leadership, Management, Editing
Education
University of the Pacific - McGeorge School of Law 1990 — 1993
J.D., Law
University of California, Davis 1987 — 1989
B.A., Psychology
Saratoga Springs Public Library & Financial Industry Regulatory Authority (FINRA) May 2014 - Present
City of Saratoga Springs, NY January 2012 - Present
Brookside Museum. Saratoga County Historical Society 2010 - 2011
Southern New Hampshire University 2002 - 2003
Heller Financial 1994 - 1999
NYS Small Business Development Center January 1991 - December 1994
The Sage Colleges January 1991 - December 1994
William K. Sandford Town Library (Colonie Town Public Library) January 1990 - June 1991
New York State Library January 1990 - June 1991
Skills
Non-profits, Library, Social Networking, Community Outreach, Nonprofits, Grant Writing, Museums, Budgets, Research, Public Speaking, History, Higher Education, Editing, Library Science, Information Literacy, Collection Development, Libraries
Education
University at Albany, SUNY 1990 — 1991
MLS, Library & Information Science
State University of New York College at Plattsburgh 1984 — 1989
BA, History
Greenhill & Co. December 2008 - Present
Lehman Brothers 2001 - 2008
JP Morgan 1996 - 2001
Heller Financial 1993 - 1995
Ernst & Young 1991 - 1992
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (MBA), Finance and Economics
University of Michigan 1987 — 1991
BBA, Accounting and Finance
Saline High School
Information Advantage, Inc. 2012 - Present
Johnson Controls, Inc., Energy Solutions, Americas 2003 - 2012
Information Advantage, Inc. 1997 - 2003
Heller Financial 1991 - 1996
United Airlines 1988 - 1991
Texas Instruments 1984 - 1988
Skills
Strategy, Program Management, Energy Efficiency, Project Management, Forecasting, Process Improvement, Building Automation, Business Process..., IT & Business Strategy..., Analytics, Management, Contract Management, Leadership, Financial & Operational..., Governance, Standards Development, IT Executive Management, Solar Energy, Engineering, Manufacturing, Cross-functional Team..., Management Consulting, Lean Processes, Sustainability, IT Strategy, Facilities Management, ERP, Contract Negotiation, Demand Response, Consulting, Executive Management, Mentoring, Capital Project Modeling, Energy Management, Business Process Design, Energy, Business Analysis, Data Analysis
Education
The University of Chicago - Booth School of Business 1990 — 1994
M.B.A., Finance and Accounting
University of Wisconsin-Madison - School of Business 1980 — 1984
B.B.A., Information Systems and Management
Fox Valley Technical College 1978 — 1980
Associate, Information Systems
Mission Federal Credit Union March 2013 - Present
HD Supply February 2011 - March 2013
Creative Touch Interiors September 2004 - July 2010
Isis Pharmaceuticals July 2002 - September 2004
Aldora Divers October 1999 - April 2001
Heller Financial 1993 - 1998
Skills
Customer Service, Negotiation, Management, Contract Negotiation, Marketing, Facilities Management, Budgets, Process Improvement, Team Building, Sales Management, Vendor Management, Operations Management, Contract Management, Project Management, Customer Satisfaction, Strategic Planning, Account Management
Education
Point Loma Nazarene University 1988 — 1992
Integrated Wealth Advisors LLC January 2011 - Present
University of California, Irvine June 2003 - Present
CFA Society of Orange County June 2010 - May 2011
Bank of America Merrill Lynch September 2007 - September 2010
Banc of America Securities 1998 - 2003
BNP Paribas 1997 - 1998
Bumble Bee Seafoods January 1993 - January 1995
Heller Financial 1988 - 1993
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Valuation, Asset Managment, Mergers, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Capital Markets, Alternative Investments, Risk Management, Finance, Private Equity, Economics, Investment Management, Business Strategy, Derivatives, Portfolio Optimization, Executive Management, Mergers & Acquisitions, Strategic Planning, Wealth Management, Asset Management, Market Analysis, Analysis, Strategy, Equities, LBO
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA, Finance
University of Southern California - Marshall School of Business 1984 — 1988
BS, Business
Prosperity Bank April 2014 - Present
The F&M Bank & Trust Company October 2010 - Present
GMAC October 2002 - June 2010
Heller Financial June 1994 - December 2001
Bank One January 1989 - June 1994
Team Bank 1989 - 1989
Kelloil January 1980 - June 1985
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Mergers & Acquisitions, Portfolio Management, Investments, Capital Markets, Commercial Banking, Banking, Corporate Finance, Due Diligence, Private Equity
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance
University of Oklahoma 1975 — 1980
B.S., Geology
Heritage hall
Novitex Enterprise Solutions January 2014 - Present
Dr. Joseph Kolanko January 1998 - Present
Pitney Bowes at NiSource April 2013 - January 2014
IBM December 2011 - January 2013
Enumerator for the U.S.Census Bureau April 2010 - June 2010
BP on the OCC August 2008 - March 2009
CNA Insurance Company in Chicago January 1996 - September 2007
Heller Financial June 1996 - September 1996
Purdue University Calumet January 1994 - June 1996
Purdue University January 1993 - December 1995
Skills
Languages, Spanish, Training & Development, OSHA, IT Management, Technical Support, Access, Management, Hardware, Analysis, VPN, Software Documentation, Visio, System Administration, Employee Training, IT Strategy, Software Installation, Quality Assurance, Troubleshooting, Microsoft Office, Mainframe, XP, Data Center, Windows Server, Leadership, Help Desk Support, Computer Hardware, Project Planning, BMC Remedy, Windows 7, Integration, Operating Systems, Servers, Team Leadership, Customer Service, Vendor Management, Active Directory, Security, Program Management, Process Improvement, Change Management, IT Service Management, Business Analysis, COBOL, Windows XP, Databases, System Deployment, IT Operations, SDLC
Education
Purdue University Calumet 1994 — 2000
Computer Science
Lew Wallace High School
Lew Wallace High School
Lew Wallace High School
Lew Wallace High School
Purdue University Calumet (PUC)
A.A.S; Certification, Spanish) Information Systems and Computer Programming
Newstone Capital Partners January 2006 - January 2015
Kroll Zolfo Cooper LLC June 2003 - December 2005
GE Capital January 2001 - June 2003
Heller Financial June 1989 - December 2001
Wells Fargo June 1983 - June 1989
Bank of America June 1981 - June 1983
Skills
Capital Markets, Corporate Finance, Middle Market, Private Equity, Mergers, Mezzanine, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Equities, Financial Structuring, Leveraged Finance, Management, Investment Banking, Structured Finance, Valuation, Business Strategy, Due Diligence, Strategy, Start-ups, Business Development, LBO, Financial Analysis
Education
Occidental College 1976 — 1979
AB, Diplomacy and World Affairs Major, Minor in Asian Studies
Waseda University 1977 — 1978
East Asian Studies
Georgetown University 1977 — 1977
Japanese Studies
Northfield Mount Hermon School 1972 — 1975
High School Diploma
International School Bangkok 1967 — 1972
United Surgical Partners International, Inc January 2013 - Present
Pizza Hut & Yum! Restaurants International August 2007 - June 2012
Meritage Homes December 2005 - August 2007
Frito-Lay, Division of PepsiCo 1993 - 2006
Taco Bell 1996 - 1998
Heller Financial 1990 - 1993
R.H. Macy & Company 1987 - 1990
Skills
Employee Engagement, Succession Planning, Talent Management, Workforce Planning, Performance Management, Talent Acquisition, Deferred Compensation, Human Resources, Employee Relations, Personnel Management, Onboarding, HRIS, Recruiting, Organizational Design, Organizational..., Leadership Development, Employee Benefits, Organizational..., Strategic Planning, Team Building, Strategy, Training, Change Management, Executive Coaching, Coaching
Education
University of Southern California - Marshall School of Business 1989 — 1992
MBA, Finance
University of Michigan 1983 — 1987
BA, Psychology & Communication
Punahou School 1977 — 1983
High School Diploma
CPG Real Estate March 2015 - Present
Tierra Capital Partners June 2009 - March 2015
AIG Global Real Estate Investment Corp. January 2002 - June 2009
Heller Financial January 2000 - December 2001
Grupo Inova (Insignia then CBRE) January 1995 - June 2000
Skills
Asset Managment, Business Development, Deal Sourcing, Capital Formation, Work-outs, Due Diligence, Joint Ventures, Financial Structuring, Negotiation, Underwriting, Investments, Private Equity, Real Estate, Real Estate Development, Project Finance, Investment Banking, Portfolio Management, Management Consulting, Commercial Real Estate, Asset Management, Emerging Markets, Restructuring, Equities, Real Estate Economics, Mergers & Acquisitions, Finance, Risk Management, Investor Relations, Acquisitions, Funding, Disposition, Investment Strategies, Valuation, Financial Risk, Financial Modeling, Private Placements, Mutual Funds
Education
USIU Mexico City 1995 — 1997
MIBA, International Business
University of Delaware 1986 — 1990
BA
Gilman School 1982 — 1986
High School
eCapital LLC September 2014 - Present
Crestmark Bank February 2011 - April 2014
Asset Commercial Credit June 2006 - September 2010
AeroFund Financial August 2000 - January 2006
Riviera Finance 1988 - 2000
Heller Financial 1986 - 1988
Skills
Factoring, Asset Based Lending, Underwriting, Credit, Portfolio Management, Financial Analysis, Risk Management, Credit Analysis, Funding, Due Diligence, Customer Relations, Banking, Financial Risk, Finance, Customer Service, Commercial Finance, Middle Market, Corporate Finance, Loans, Credit Risk, Financial Structuring, Small Business Lending, Financial Modeling, Commercial Banking, Cash Flow, Commercial Lending, Mortgage Lending, Cash Flow Lending, Working Capital..., Lines Of Credit, Trade Finance, Restructuring, Treasury Management, Financial Services, Structured Finance, Cash Management
Education
University of California, Santa Barbara 1984 — 1986
BA, Economics
American Expedition Vehicles July 2012 - Present
Ryder Integrated Logistics February 2011 - July 2012
Daimler Trucks North America / Sterling Trucks March 2006 - June 2009
Ford Motor Company September 2002 - December 2005
General Electric November 2001 - January 2002
Heller Financial October 1998 - November 2001
Dana Commercial Credit January 1983 - March 1999
Skills
Customer Service, Process Improvement, Customer Satisfaction, Team Building, Lotus Notes, Microsoft Office, Outlook, Vehicle Tracking, Logistics, Business Development, Time Management, Management, Sales, Teamwork
Education
Oakland Community College
Business
CenTrust Bank September 2015 - Present
Olivet Nazarene University September 2001 - Present
Bridgeview Bank Group April 2013 - August 2015
Wells Fargo May 2008 - April 2013
Messiah Lutheran Church 2009 - 2010
Comerica Bank March 2001 - May 2008
Schaumburg AM Rotary 2003 - 2004
Heller Financial November 1997 - February 2001
Woodfield Chevrolet 1997 - 2001
Skills
Entrepreneur, Mergers, Commercial Lending, Small Business Lending, Business Acquisition, Small Business, Sales Management, Team Leadership, Leadership Development, Lead Generation, New Business Development, Small Business..., Online Marketing, Local Store Marketing, Digital Marketing, Problem Solving, Strategic Planning, Banking, Business Planning, Business Development, Selling, Financial Analysis, Local Marketing, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Business Strategy, Leadership, Negotiation, Loans, Real Estate, Start-ups, Public Speaking, Management, Finance, Strategy, Franchising, Sales, Investments, Portfolio Management, Marketing Strategy, Financial Structuring, Program Management, Marketing, Executive Management, Risk Management, Team Building, Budgets, Commercial Real Estate, Coaching
Education
Olivet Nazarene University 1999 — 2001
MBA
Olivet Nazarene University 1996 — 1999
BS
Southern Illinois University, Carbondale 1988 — 1991
AAS
McHenry High School 1984 — 1988
HS Degree
Minerals Technologies Inc December 1998 - Present
Minerals Techonologies 1998 - Present
Fink Baking Corporation March 1985 - March 1998
Heller Financial June 1982 - March 1985
Skills
Account Reconciliation, Microsoft Word, Lotus Notes, Microsoft Excel, Accounts Receivable, Accounting, Training, Software Documentation, Leadership, Auditing, Management, PowerPoint, Credit, Process Improvement, Teamwork, Bank Reconciliation, Financial Reporting, Internal Audit, Microsoft Office
Education
Pace University 1980 — 1982
TD Bank Group January 2012 - Present
Presidential Healthcare Credit May 2006 - December 2011
SunTrust Bank December 2004 - May 2006
GE Healthcare June 1999 - October 2004
Heller Financial June 1999 - November 2001
Capital Factors 1993 - 1999
Skills
New Business Development, Bank Financing, Financial Analysis, Finance, Asset Based Lending, Cash Management, Loans, Business Development, Credit, Mergers, Restructuring, Portfolio Management, Credit Analysis, Commercial Lending, Banking, Financial Services, Commercial Banking, Healthcare, Mortgage Lending, Mergers & Acquisitions, Factoring, Corporate Finance, Private Equity, Funding, Structured Finance, Lines Of Credit, Investments, Due Diligence, Small Business Lending, Cash Flow, Cash Flow Lending, Executive Management, Underwriting, Financial Modeling, Strategic Financial..., Credit Risk, Working Capital..., Trade Finance, Risk Management, Investment Banking, Commercial Finance, Financial Structuring, Leveraged Finance, Middle Market, Financial Risk, Commercial Mortgages, Loan Origination, Treasury Management, Relationship Management
Education
State University of New York at Buffalo - School of Management
MBA, Finance and Marketing
CBRE March 2011 - Present
US Bank 2009 - March 2011
United Leasing Inc April 2009 - November 2009
GE Capital March 2006 - January 2009
GE Capital September 2004 - March 2006
GE Capital September 2001 - September 2004
Heller Financial June 1999 - September 2001
Heller Financial January 1999 - June 1999
Skills
Portfolio Management, Financial Analysis, Credit, Asset Managment, Asset Management, Investments, Finance, Valuation, Real Estate, Underwriting, Financial Reporting, Budgets, Negotiation, Financial Modeling, Loans, Banking, Due Diligence, Commercial Banking, Risk Management, Forecasting, Lease Negotiations, Commercial Real Estate, Real Estate Transactions
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (B.S.), Finance
Hinsdale South
RSF Capital Management January 2005 - Present
GE Capital 2001 - 2002
Fleet Boston 1995 - 1999
Citicorp, N.A. 1993 - 1995
Bank America 1993 - 1993
Heller Financial 1986 - 1993
Skills
Credit Analysis, Structured Finance, Leveraged Finance, Credit Risk, Restructuring, Financial Analysis, Securitization, Private Placements, Private Equity, Commercial Lending, Strategic Planning, Underwriting, Investments, Capital Markets, Financial Modeling, Due Diligence, Valuation, Investment Banking, Entrepreneurship, Start-ups
Education
Peter F. Drucker Graduate School of Management
MBA, Strategic Management
UC Riverside
BBE, Banking and Finance
Fifth Third Bank July 2010 - Present
TD Bank 2005 - 2010
Heller Financial 1984 - 1986
Skills
Commercial Banking, Credit, Banking, Loans, Credit Analysis, Commercial Lending, Small Business Lending, Portfolio Management, Retail Banking, Cross Selling, Wealth Management, Relationship Management
Education
University of Illinois at Urbana-Champaign 1980 — 1984
Finance
Homewood-Flossmoor High School 1976 — 1980
Lotos Groupe LLC 2007 - Present
Pathwork Diagnostics 2012 - 2013
Assurance Investment Partners, Inc. 2007 - 2012
Mercantile Capital Corporation and Specialized Investment Vehicles 2005 - 2007
Guren Capital Partners 2003 - 2005
Allied Capital Corporation 1999 - 2002
Heller Financial 1991 - 1998
GE Capital 1990 - 1991
Arthur Andersen & Co. 1987 - 1990
Skills
Leveraged Finance, Private Equity, Capital Markets, Business Development, Mergers & Acquisitions, Middle Market, Capital Raising, Due Diligence, Portfolio Management, Strategic Planning, Mergers, Mezzanine, Restructuring, Acquisition Integration, Team Leadership, Thought Leadership, Board of Directors..., Corporate Finance, Valuation, SBIC, Reverse Mergers, Executive Positions, CPA, Liquidation, Turnaround Experience, Finance, Financial Services, Strategy, Equities, Financial Structuring, Debt Restructuring, Board of Directors, Corporate Development, Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance & Marketing
St. Mary's College Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
Peoria Ballet Co October 2014 - Present
KROHN Entertainment and Media Law LLC January 2013 - Present
Law Office of Carole Krohn November 1989 - Present
Ballet Northwest Conservatory January 2010 - Present
Elevation Dance Studio LLC October 2011 - Present
Attorneys' Title Fund Services, LLC 1993 - 2003
Cherry Creek Mortgage 1999 - 2001
Heller Financial July 1988 - 1993
Skills
Legal Writing, Litigation, Domestic Relations, Legal Research, Contract Negotiation, Technology, Economics, Psychology, Child Advocacy, Child Custody, Non-profit..., Title Insurance, Mortgage Banking, Investment Banking, Banking Law, Classical Ballet, Performing Arts, Real Estate Economics, Real Estate Transactions, Corporate Finance, Corporate Law, Corporate Governance, Employment Law, Published Author, Family Law, Dispute Resolution, Courts, Alternative Dispute..., Civil Litigation, Commercial Litigation, Legal Assistance, Appeals, Property Law, Parenting Plans, Trials, Parenting Time
Education
Purdue University
Bachelor of Science (BS), Econometrics and Quantitative Economics
University of Illinois College of Law
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign
Dance Masters Program/ Classical Ballet
CB Richard Ellis October 2011 - Present
FDIC March 2009 - September 2011
Hanover Financial Company November 2004 - August 2008
Pacifica Real Estate Group August 2002 - November 2004
Buchanan Street Partners November 1999 - June 2002
Kennedy Wilson December 1997 - October 1999
Heller Financial February 1994 - December 1996
Nippon Shinpan Company Ltd. December 1991 - December 1993
Ernst & Young September 1988 - September 1991
Education
University of California, Los Angeles 1983 — 1988
BA, Economics
large Lead ResearcherThe Boston Consulting GroupMay 2011 - December 2012
Nuveen Investments 2004 - 2008
Citadel Investments 2004 - 2004
Heller Financial 2000 - 2001
Chapin Hall Center for Children, University of Chicago 1994 - 1996
Goldman Sachs 1987 - 1991
Gardner Carton & Douglas 1982 - 1986
Altheimer & Gray 1977 - 1980
Altheimer & Gray 1977 - 1980
Skills
Leadership, Management, Training, Team Building, Research, Budgets, Knowledge Management, Competitive Intelligence, Online Research, Information Management, Investments, Strategic Planning, Information Retrieval, Factiva, Analysis
Education
The University of Chicago 1979 — 1982
MA, Art History
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
Ariosa March 2014 - Present
Sequenom April 2013 - December 2013
Beaumont Health System October 2012 - April 2013
Alere, Inc. September 2011 - October 2012
Quest Diagnostics April 2002 - September 2011
Heller Financial 1996 - 2000
Skills
Medical Devices, Genetic Testing, OB/GYN Specialty, Heathcare Information..., Account Management, New Business Development, Hospital Sales
Education
Oakland University
Bachelor of Science, Marketing
Hilton Worldwide 2015 - Present
epsilon 2010 - 2014
Hilton Hotels Corporation 2006 - 2010
Sedgwick Claims Management Service 2003 - 2006
Qualia Corporation 2002 - 2003
The Weather Channel 2001 - 2001
GE Capital Automotive Financial Services 2000 - 2001
The Weather Channel 2000 - 2000
Chicago Board of Trade 1998 - 1999
Heller Financial 1997 - 1998
Skills
SQL, XML, Linux, Java, Data Warehousing, Perl, JavaScript, PL/SQL, C, Apache, Solaris, C++, Unix, Microsoft SQL Server, PostgreSQL, HTML, Sybase, .NET, Software Development, Oracle, Web Services, AIX, MySQL, Databases, Servers
Education
University of Arkansas at Fayetteville
Wintrust Financial February 2013 - Present
Wintrust Financial January 2011 - February 2013
General Electric September 2003 - April 2010
Accounting Professional September 2003 - April 2010
Heller Financial 1986 - 2005
Heller Financial Services 1999 - 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Finance, Analysis, Managerial Finance, Budgets, Account Reconciliation, Management, Project Management, Integration, Six Sigma, Sarbanes-Oxley, Microsoft Office, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 1972 — 1977
B.S., Accounting
The Keystone Group July 2009 - Present
Chase Capital/JPMorgan Chase March 2008 - May 2009
GE Capital 2002 - 2007
Heller Financial May 1994 - September 2001
Bank One January 1993 - May 1994
Price Waterhouse September 1989 - December 1992
Skills
Restructuring, Banking, Corporate Finance, Finance, Mergers & Acquisitions, Business Analysis, Financial Modeling, Due Diligence, Loans, Financial Services, Venture Capital, Financial Analysis, Business Valuation, Valuation, Leadership, Management Consulting, Acquisition Integration, Strategy
Education
Penn State University 1985 — 1989
BS, Accounting
Orchard Park High School
Second Wind Business Systems Design February 2013 - Present
WellPoint December 2009 - February 2013
Second Wind Business Systems Design November 2008 - March 2011
WellPoint March 1997 - March 2007
WellPoint 1997 - 2001
Heller Financial November 1992 - March 1997
Patagonia June 1983 - October 1991
Skills
Change Management, Project Management, Program Management, Process Improvement, Call Center, Business Strategy, Strategic Planning, Executive Coaching, Operations Management, Management, Team Building, Performance Management, Budgets, Leadership Development, Call Centers, Strategy, Training, Healthcare, Performance Improvement, Employee Relations, Human Resources, Recruiting, Healthcare Management, Managed Care, Leadership, Software Documentation, Management Consulting, Outsourcing, Organizational..., Executive Management, HIPAA, Start-ups, Vendor Management, Business Process..., Health Insurance, Medicaid, Organizational Design, Cross-functional Team..., Sales, Medicare, Team Management, Insurance, Policy, Employee Benefits, Project Planning, Business Analysis, Talent Management, Organizational..., Coaching, Health Policy
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science, Political Science, Data Analysis
University of California, Los Angeles
Certificate, Process Improvement
Andrew Joiner Realtors November 2003 - Present
Arrow Electronics 2001 - 2002
Heller Financial 1994 - 1998
Roadway Package 1989 - 1994
Education
Queensborough Community College 1985 — 1988
Dominican Commercial 1981 — 1985
Diploma
Kimco Realty Corp June 2005 - July 2015
Marshall Group 1999 - 2004
Madison Marquette Realty Servieces 1995 - 1999
ITT Real Estate 1989 - 1995
Heller Financial 1986 - 1989
GE Capital 1982 - 1986
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
GE Capital Real Estate March 2007 - Present
GE Capital Real Estate November 2001 - March 2007
Heller Financial September 1998 - November 2001
Skills
Due Diligence, Real Estate Economics, Asset Management, Valuation, Financial Analysis, Commercial Real Estate, Investments, Dispositions, Real Estate Financing, Real Estate Development, Financial Modeling, Real Estate
Education
University of Illinois at Urbana-Champaign 2003 — 2005
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Arts (B.A.)
Wells Fargo January 2015 - Present
Wells Fargo Capital Finance August 2001 - December 2014
Heller Financial February 1992 - August 2001
KPMG US September 1987 - February 1992
Education
University of Redlands 1995 — 1998
Bachelor of Science, Business Administration and Management, General
University of California, Los Angeles 1985 — 1986
Psychology
GE Capital 2001 - Present
Heller Financial 2001 - 2001
Coast Business Credit 1998 - 2001
Zenith Insurance Company 1995 - 1997
Cohn Handler & Co. CPA’s 1994 - 1995
Education
University of California, Santa Barbara 1990 — 1994
BA, Business Economincs with Emphasis in Accounting
Astoria Lutheran School September 2015 - Present
Polo Ralph Lauren 1998 - 2003
Polo Ralph Lauren 1993 - 1998
Heller Financial 1990 - 1993
Macys Inc 1985 - 1990
Skills
Finance, Retail, Change Management, Coaching, Customer Service, Leadership, Microsoft Office, Staff Development, Training, Project Management, Leadership Development, Event Management
Education
University of London 2003 — 2004
PGCE, Education
State University of New York College at Brockport
Bachelor of Science, Business Administration
Long Island City High School 1976 — 1979
Hanover Financial, LLC January 2013 - Present
Geneva Street Partners Company, LLC January 2012 - Present
Ares Management October 2008 - December 2012
Hanover Financial Company January 1999 - October 2008
Heller Financial January 1987 - January 1999
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.)
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Prescient Edge February 2015 - Present
Oak Park Residence Corporation 2007 - Present
The John Buck Company June 2011 - January 2015
Transwestern Investment Company October 1998 - June 2011
Heller Financial April 1993 - September 1998
VMS Realty Partners September 1986 - March 1993
Skills
Capital Markets, Mergers & Acquisitions, Investments, Real Estate, Finance, Portfolio Management, Equities, Real Estate Economics, Financial Structuring, Commercial Real Estate
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1990
MBA, Finance
University of Iowa 1982 — 1986
BBA, Finance
community bank 2001 - Present
PlainsBank 1998 - 2001
CIB Bank 1997 - 1998
NBD/American National Bank 1988 - 1997
Heller Financial 1977 - 1988
Skills
Loans, Commercial Lending, Credit, Financial Services, Banking, Asset Based Lending, Equities, Investments, Credit Analysis, Small Business Lending, Risk Management, Investment Banking, Financial Modeling, Financial Analysis, Fixed Income, Commercial Banking, Capital Markets, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1974 — 1976
MBA, Finance
University of Illinois at Urbana-Champaign 1970 — 1974
BA, History
Saint Viator High School 1966 — 1970
The Bradford Group May 2015 - Present
Accenture September 2009 - April 2015
Accretive Health April 2009 - May 2009
Exelon July 2004 - July 2008
Deloitte May 2002 - February 2004
Andersen LLP May 2000 - April 2002
Arthur Andersen LLP 2000 - 2002
Ernst & Young February 1999 - April 2000
Heller Financial January 1995 - January 1999
Heller Financial October 1988 - December 1994
Skills
Tax, Accounting, PeopleSoft, Auditing, Sarbanes-Oxley Act
Education
Southern Illinois University, Carbondale 1973 — 1978
B.S., Special Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Special Education and Teaching
Equibase Capital Group September 2009 - January 2015
Midway Games January 2008 - September 2009
Trizec Properties January 2003 - October 2007
Kemper Insurance (fka Unitrin Insurance) January 1995 - March 2002
Terra Industries (now CF Industries) December 1993 - September 1994
Long Lines Ltd. May 1992 - December 1993
Heller Financial December 1990 - September 1991
The Shell Group, Inc. October 1986 - February 1990
PricewaterhouseCoopers September 1973 - October 1986
Skills
Audit Committee, Big 4, Accounting, Audit, Auditing, Internal Audit, SEC reporting, SOX, Risk Management, Insurance, Certified Internal..., COSO, Enterprise Risk..., Investments, Compliance Audits, Asset Management, IT Audit, Capital, Budgeting, External Audit, Fraud Investigations, Financial Control, Financial Reporting, Assurance, Real Estate, Compliance, Mergers, Due Diligence, Committees, Strategic Planning, Quality Auditing, Financial Audits, Sarbanes-Oxley Act, SEC filings, Internal Controls, Sarbanes-Oxley, Financial Analysis, Budgets, Mergers & Acquisitions, Business Process..., GAAP, Strategic Financial..., CPA, Executive Management, Forecasting, Tax, US GAAP, General Ledger, Finance, Treasury
Education
University of Illinois at Chicago
B.S, Accounting (with Honors)
Mt. Carmel High School
College Prep
Saint Bride
High School Prep
SBALoansToday.com June 2012 - September 2014
Evolve Bank & Trust September 2011 - May 2012
Guaranty Bank and Trust December 2010 - September 2011
US Bank July 2010 - January 2011
PCF Saleco January 2009 - September 2010
The CIT Group 1996 - 2008
Heller Financial October 1995 - October 1996
The Money Store April 1993 - October 1995
Skills
Credit, Construction Loans, Underwriting, Small Business Lending, Banking, Commercial Lending, Refinance, Commercial Mortgages, Credit Analysis, Loan Origination, Business Acquisition, Portfolio Management, Finance, Franchise, Gas Stations, Cash Flow Lending, Loans, Commercial Banking, SBA
Education
University of North Texas 1985 — 1990
BBA, Finance
Regis University
Candice L. Drisgula, Esq. LLC February 2015 - Present
Finnerty, Canda & Concannon, P.C. November 2011 - February 2015
Budd Larner, P.C. September 2011 - November 2011
Superior Court of New Jersey September 2010 - August 2011
Law Offices of John J. Zidziunas, LLC November 2009 - June 2010
Court Appointed Special Advocate (CASA) Hudson County July 2008 - May 2010
The Systems Group, LLC February 2005 - April 2010
Lexus Santa Monica December 1996 - February 2002
Heller Financial 1991 - 1995
Skills
Family Law
Education
Rutgers University School of Law - Newark 2007 — 2010
JD
Rutgers, The State University of New Jersey-Newark 2002 — 2005
BA, History, High Honors
Congressional Bank June 2013 - Present
CapitalSource July 2011 - May 2013
CapitalSource Finance, LLC 2001 - July 2011
Heller Financial 1999 - 2001
HealthCare Financial Partners 1995 - 1999
Skills
Due Diligence, Valuation, Asset Based Lending, Private Equity, Financial Modeling, Credit, Finance, Loans, Credit Analysis, Banking, Executive Management, Restructuring, Structured Finance, Capital Markets, Financial Structuring, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Investment Banking, Investments
Education
The George Washington University - School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Finance
Solosoft Solutions Inc October 2007 - Present
Solosoft Solutions, Inc November 2006 - Present
Computer Sales and Services September 2004 - November 2006
Komputer Kingdom 2003 - 2006
Spartan Computer Services Corp August 2001 - September 2004
Ttraining Solutions Group, Inc July 1997 - July 2001
Heller Financial 1982 - 1989
Bankers Trust January 1981 - December 1985
Skills
Microsoft Office, Teaching, Excel, Network Design, Planning, Business Planning, Network Engineering, Deployment, Analysis, Security, Cisco, Technical Training, Disaster Recovery, Cisco Technologies, Servers, TCP/IP, Project Planning, Data Center, System Deployment
Education
Herzing College 1998 — 2001
Diploma Network Engineer, Network Engineering, Business Administration
Saint John's University 1978 — 1982
BS, Business Administration
Saint John's University
B.A, Business Administration
The George Washington University 2002 - Present
Getronics 1999 - 2002
Computer Sciences Corporation 1998 - 1999
Sallie Mae 1991 - 1998
Signal Capital Corporation 1987 - 1991
Heller Financial 1980 - 1987
Skills
Strategic Planning, Customer Service, Call Center, Accounts Receivable, Proposal Writing, Billing, Team Building, Financial Analysis, Compliance, Process Improvement, Problem Solving, Forecasting, Financial Reporting, Budgeting, Change Management, Analysis, Customer Relations, Financial Management, Word, Microsoft Office, Accounting, Non-profits, PowerPoint, Business Analysis, Cash Flow, Internal Controls, Data Analysis, Microsoft Excel, Budgets, Financial Modeling, Higher Education, Educational Leadership, Employee Training, Management Consulting, Leadership, Invoicing, Nonprofits
Education
The University of Texas at Arlington 1990 — 1993
MBA, Accounting
The University of Texas at Arlington 1977 — 1980
BBA, Finance
JPMorgan Chase & Co. July 2003 - Present
BankOne 2003 - 2004
Bank One 2003 - 2004
GE Capital 2001 - 2002
Heller Financial / GE Capital 1991 - 2002
Heller Financial 1991 - 2001
Continental Bank 1977 - 1990
Education
The University of Chicago Booth School of Business 1978 — 1983
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1977
BA, Finance
JPMorgan Chase January 2014 - Present
BMO Harris Bank January 2013 - January 2014
GE Capital 2006 - December 2012
GE Commercial Finance 2001 - 2006
Heller Financial August 2000 - October 2001
Deloitte 1996 - 2000
Skills
Cash Flow Lending, Leveraged Finance, Middle Market, Commercial Lending, Asset Based Lending, Credit Analysis, Financial Structuring
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Accounting, Finance
Able Services June 2007 - Present
Equity Office Properties June 1998 - June 2007
Hewitt Associates 1995 - 1998
Illinois Housing Development Authority 1993 - 1995
Heller Financial 1991 - 1993
Education
Robert Morris College 1990 — 1991
AAS
The Business Cashflow Coach ControllerLifestart Wellness Network2006 - 2009
William Buick March 1999 - May 2004
CFM Management January 1998 - March 1999
South Chicago Bank 1995 - 1998
James F Vach, CPA 1980 - 1995
Lorch Diamond Center 1992 - 1993
Heller Financial 1980 - 1992
Kenneth G Doty 1974 - 1980
Education
Southern Illinois University, Carbondale 1966 — 1970
TCC Software Solutions December 2013 - Present
SPX Corporation January 2013 - December 2013
Hyatt Hotels Corporation June 2012 - January 2013
US Foods January 1995 - June 2011
Heller Financial August 1995 - August 1996
Comdisco July 1993 - June 1995
United Student Aid Funds February 1992 - May 1993
Midcon Gas September 1991 - November 1991
Comdisco July 1990 - August 1991
Elgin Community College June 1990 - June 1990
Skills
Data Warehousing, SDLC, Business Analysis, Business Intelligence, COBOL, DB2, CICS, JCL, Change Management, Process Improvement, Visio, Requirements Analysis, Project Management, Strategic Planning, Oracle HR, IT Strategy, SAP, Technical Recruiting, Integration, Sourcing, Business Process..., CRM, ERP, Supply Chain Management, Leadership, Enterprise Software, Vendor Management, PowerBuilder, Software Documentation
Education
Purdue University - Krannert School of Management 1984 — 1988
Bachelor of Science (BS), Computer Science and Industrial Management
Woodrow Wilson
The PrivateBank October 2009 - Present
Discover Financial Services November 2008 - November 2009
LaSalle Bank January 2005 - March 2008
ABN AMRO June 2000 - January 2005
Heller Financial 1998 - 2000
transamerica April 1994 - 1998
Skills
Business Intelligence, Business Objects, Cognos
Education
University of Illinois at Chicago 1988 — 1993
Bachelor of Science (BSc), Finance, General
Prime Business Credit, Inc. March 2014 - Present
Michael Stars Inc October 2009 - February 2014
CIT January 2000 - June 2009
Heller Financial 1985 - 2000
Skills
Credit Analysis, Financial Analysis, Retail, Financial Reporting, Cash Flow, Factoring, Portfolio Management, Risk Management, Credit, Banking
Education
University of California, Los Angeles 1979 — 1984
Tuesday's Child May 2011 - December 2013
GE Commercial Finance 2002 - 2008
Heller Financial 1999 - 2001
Citicorp Diners Club 1994 - 1999
Hewitt Associates 1988 - 1992
Skills
Relationship Management, Cross-functional Team..., Product Development, Strategic Planning, Program Management, Marketing Strategy, Business Strategy, Fundraising, Strategy, Marketing, Product Management, Leadership
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Marketing, Organizational Behavior
Tufts University 1984 — 1988
Continental Business Credit July 1989 - Present
Allied Business Capital February 1987 - June 1989
Security Pacific Business Credit, Inc. January 1985 - February 1987
Heller Financial January 1978 - January 1985
Skills
Factoring, Asset Based Lending, Commercial Finance, Small Business Lending, Cash Flow Lending, Invoice Finance, ABL, Revolving Lines of..., Loans, Due Diligence, Credit, Cash Flow, Funding, Credit Analysis, Lines Of Credit, Commercial Lending, Restructuring, Structured Finance, Finance, Mergers & Acquisitions, Commercial Mortgages, Financial Structuring, Banking, Financial Analysis, Credit Risk, Portfolio Management, Trade Finance, Corporate Finance, Commercial Banking, Venture Capital, Working Capital..., Executive Management, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1979 — 1981
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Los Angeles 1973 — 1978
BA, Politcal Science/Public Admin./Economics
Bank of the West April 2008 - November 2011
United Western Bank July 2005 - February 2008
Vectra Bank Colorado March 2001 - June 2005
Heller Financial 1994 - 2000
The Money Store 1990 - 1994
Skills
SBA, Small Business Lending, Commercial Mortgages, Commercial Lending, Loans
Education
University of Colorado Boulder 1982 — 1985
University of Colorado Boulder - Leeds School of Business 1982 — 1985
Niwot High School
Re:Sources NA, a Publicis Groupe Company April 2014 - Present
Re:Sources Americas, a Publicis Groupe Company September 2008 - April 2014
Re:Sources IT, a Publicis Groupe Company September 2006 - September 2008
Federal Home Loan Bank of Chicago July 2004 - September 2006
GE Commercial Finance November 2001 - February 2003
Heller Financial October 1999 - October 2001
Heller Financial January 1995 - October 1999
Skills
SOX, Compliance, Six Sigma, Process Improvement, Risk Management, Start-ups, Sarbanes-Oxley Act, Strategic Planning, Budgets, Internal Controls, Risk Assessment, Financial Audits, Financial Analysis, Financial Reporting, IT Management, Vendor Management, Business Analysis, Accounting, Management
Education
University of Illinois at Chicago
BS, Accounting
JPMorgan Chase & Co. May 2015 - Present
NXT Capital March 2010 - May 2015
RBS Asset Finance April 2009 - February 2010
Merrill Lynch Capital May 2002 - December 2008
Heller Financial 1986 - 2001
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Financial Modeling, Financial Services, Credit Analysis, Banking
Education
University of Dayton 1975 — 1979
Bachelor of Science (B.S.), Accounting
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Antares Capital August 2015 - Present
GE Antares Capital 2001 - Present
Heller Financial 1996 - 2001
Continental Bank 1985 - 1996
Skills
Financial Analysis, Private Equity, Corporate Finance, Mergers, Accounting, Financial Modeling, Corporate Development, Investments, Due Diligence, Mergers & Acquisitions, Strategic Planning, Valuation, Investment Banking, Business Valuation, Finance, Portfolio Management, Venture Capital, Financial Structuring, Restructuring
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Accounting and Finance
University of Notre Dame 1976 — 1980
BA, Psychology
MB Financial Bank June 2015 - Present
Fifth Third Bank January 2008 - May 2015
Cook County Public Guardian 1999 - 2007
Briggs & Morgan 1997 - 1999
Popham Haik Schnobrich & Kaufman 1994 - 1998
GIC Capital Markets 1988 - 1990
Heller Financial 1984 - 1988
ITT Capital Resources 1982 - 1984
ITT Industrial Credit Company 1982 - 1984
Skills
Corporate Finance, Finance, Private Equity, Commercial Lending, Due Diligence, Financial Modeling, Financial Analysis, ESOP, Corporate Governance, Investment Banking, Banking, Strategic Planning, Capital Markets, ERISA, Employee Benefits, Strategic Financial..., Commercial Banking, Credit Analysis, Financial Services, Restructuring, Executive Management, Risk Management, Treasury Management, Succession Planning, Loans, Financial Structuring, Cash Management, Asset Based Lending, Financial Advisory, Leveraged Finance, Credit Risk
Education
University of California, Berkeley - School of Law 1990 — 1993
JD
University of Illinois at Urbana-Champaign 1979 — 1981
BS, Finance
Illinois Housing Development Authority August 2014 - Present
Illinois Housing Development Authority September 2013 - Present
RBS Greenwich Capital April 1999 - April 2008
Nomura Securities September 1998 - January 1999
Heller Financial July 1996 - September 1998
JMB Realty Corporation September 1994 - July 1996
Education
The University of Montana - School of Business Administration 1992 — 1994
Forsythe Technology, Inc. September 2009 - Present
TCGi Capital January 2008 - September 2009
Bank of America May 2002 - January 2008
Heller Financial 1985 - 2002
Deutsche Bank 1982 - 1985
Skills
Equipment Finance, Financial Analysis, Commercial Lending, Structuring, Credit Risk, Capital Markets, Financial Structuring, Finance, Corporate Governance, Banking, Business Planning, Leadership, Asset Based Lending, Mergers & Acquisitions, Business Process..., Management, Credit, Business Strategy, Strategy, Portfolio Management, Strategic Planning, Loans, Negotiation, Risk Management, Executive Management
Education
Southern Illinois University, Carbondale 1977 — 1980
Bachelor of Science, Anministrative Sciences
GE Healthcare Performance Solutions August 2010 - Present
HFMA September 2008 - August 2010
GE Healthcare Financial Services October 2002 - June 2008
Heller Financial February 2000 - October 2002
Catholic Health System July 1995 - June 1999
Strong Memorial Hospital November 1990 - July 1995
KPMG Peat Marwick 1989 - 1990
Skills
Healthcare, Strategic Planning, Process Improvement, Business Strategy, Healthcare Information..., Competitive Analysis, Change Management, Marketing Strategy, Cross-functional Team..., Market Research, Strategy, Business Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1980 — 1984
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1975 — 1979
BS, Nuclear Medicine Technology
Fifth Third Bank 2009 - Present
KeyBank Real Estate Capital 2007 - 2009
ICCC 2005 - 2007
Heller Financial 1997 - 2002
Skills
Real Estate Economics, Credit, Commercial Mortgages, Loans
Education
Saint Louis University 1990 — 1992
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor's degree, Finance, General
Anvil Capital January 2000 - Present
Boone Air Parts April 2004 - August 2007
Retail One September 2002 - April 2004
Coast Business Credit 1995 - 2002
Buccino and Assoc 1992 - 1995
Heller financial 1989 - 1993
Wells Fargo Bank 1986 - 1989
Union Bank 1977 - 1979
Skills
Financial Analysis, Problem Solving, Banking, Portfolio Management, Negotiation, Debt, Management Consulting, Restructuring, Financial Reporting, Finance, Asset Based Lending, Credit, Analysis, Business Strategy, Valuation, Entrepreneurship, Investments, Forecasting, Management, Mergers & Acquisitions, Venture Capital, Cash Management, Due Diligence, Executive Management, Private Equity, Cash Flow, Business Development, Funding, Financial Structuring, Corporate Finance, Structured Finance, Corporate Development
Education
The University of Chicago 1973 — 1976
Accouniting Finance, /marketing
Stanford University 1969 — 1973
BA, SOCIAL SCIENCES
Stanford University 1969 — 1973
Bachelor's degree
GE Capital October 2001 - Present
Heller Financial 1999 - 2001
Goldberg Kohn Ltd. 1991 - 1999
Education
Northwestern University School of Law
Juris Doctor (J.D.)
University of Illinois at Urbana-Champaign
Bachelor's Degree
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2013 - August 2014
Northern Trust Corporation September 2009 - June 2013
Bank of America September 2005 - September 2009
Kraft Foods Group November 2004 - July 2005
Chicago Board Options Exchange July 2002 - October 2004
Heller Financial November 2000 - April 2002
AMLI Residential October 1999 - October 2000
Arthur Andersen & Co. July 1996 - September 1999
Skills
Internal Audit, Auditing, Finance, Business Analysis, Business Process, Financial Analysis, Risk Management, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Operational Risk..., Accounting, Operational Risk, Credit Risk, IT Audit, Banking, Financial Services
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Economics & Entrepreneurship, 3.83/4.0
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting, 5.0/5.0
Sweetwater Insights, Inc. August 2007 - Present
BlessingWhite January 2004 - July 2007
AchieveGlobal/Learning International April 1994 - January 2004
DDI November 1987 - March 1994
Heller Financial July 1986 - October 1987
Skills
Customer Engagement, Business Analysis, Strategic Planning, Culture Change, Talent Management, Start-ups, Change Management, Strategy, Leadership Development, Organizational..., Leadership, Sales Management, Sales Operations, Team Building, Executive Coaching, Cross-functional Team..., Management, Coaching, Training, Business Strategy, Performance Management, Sales Process, Organizational..., Executive Management, Marketing, Employee Engagement, Workshop Facilitation, Product Development, Sales, Management Consulting, Mergers & Acquisitions, Performance Improvement, Consulting, Business Development, Business Planning, Executive Development, Brand Development, Recruiting, Selling, 360 Feedback, Enterprise Software, Management Development, Human Capital, Career Development, Strategic Thinking, Succession Planning, Analysis, Market Analysis, Organizational Design, MBTI
Education
Purdue University - Krannert School of Management 1984 — 1986
MSHRM, Quantitative MBA w/HR Concentration
Westminster College (PA) 1980 — 1984
BA, Public Relations
Regions Financial Corporation June 2012 - Present
Capital One November 2011 - June 2012
Ally Commercial Finance, f.k.a. GMAC Commercial Finance August 2007 - November 2011
Merrill Lynch Capital February 2005 - August 2007
GMAC Commercial Finance August 2000 - February 2005
PPM America March 1999 - August 2000
Heller Financial December 1993 - March 1999
KPMG June 1991 - December 1993
Skills
Corporate Finance, Investment Banking, LBO, Cash Flow Lending, Portfolio Management, Credit, Loans, Recapitalizations, Underwriting, Capital Structure, Capital, Acquisitions, Cash Flow, Commercial Lending, Restructuring, Leveraged Finance, Private Equity, Financial Structuring, Structured Finance
Education
The University of Chicago - Booth School of Business 1997 — 1999
Masters of Business Administration (MBA), Analytic Finance, Strategy
University of Michigan - Stephen M. Ross School of Business 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Adams Street Partners 2007 - Present
PPM America, Inc. 2001 - 2007
Frye-Louis Capital Advisors 1998 - 2001
Heller Financial 1997 - 1998
Arthur Andersen 1993 - 1997
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Economics, Finance
University of Wisconsin-Madison 1989 — 1993
BBA, Finance, Accounting
University of Wisconsin-Madison - School of Business 1989 — 1993
BBA, finance, accounting
Mills Capital Group, LLC February 2009 - Present
GE Real Estate November 2001 - February 2009
Heller Financial July 1998 - November 2001
CB Richard Ellis January 1994 - July 1998
Skills
Valuation, Portfolio Management, Investment Properties, Financial Modeling, Due Diligence, Negotiation, Financial Analysis, Mergers & Acquisitions, Private Equity, Real Estate Transactions, Asset Managment, Real Estate Economics, Finance, Investments, Leases, Real Estate Development, Asset Management, Real Estate, Structured Finance, Financial Structuring, Commercial Real Estate, Venture Capital, Disposition, Corporate Finance, Credit, Loans, Real Estate Financing, Underwriting, Acquisitions, Dispositions
Education
Texas A&M University 1989 — 1993
BBA, Finance
MidCap Financial May 2015 - Present
Hotel Capital August 2013 - May 2015
GE Real Estate November 2008 - January 2013
GE Real Estate February 2008 - November 2008
Merrill Lynch May 2004 - 2008
Merrill Lynch July 2002 - December 2003
GE Capital October 2001 - June 2002
Heller Financial June 1996 - September 2001
Dean Witter August 1994 - June 1996
Skills
Valuation, Loans, Portfolio Management, Investments, Credit, Real Estate, Finance, Investment Properties, Mortgage Lending, Underwriting, Structured Finance, Real Estate Transactions, CMBS, Real Estate Economics, Asset Managment, Commercial Real Estate, Capital Markets, Funding, Mezzanine, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA, Majored in Finance, Strategic Management and Real Estate
Purdue University - Krannert School of Management 1990 — 1994
BA, Finance and Accounting
New Trier High School 1985 — 1989
High School
NXT Capital March 2013 - Present
JP Morgan Chase April 2010 - Present
Wheels, Inc. March 2009 - March 2011
Merrill Lynch Capital 2002 - 2008
Heller Financial June 1997 - May 2002
Arthur Andersen July 1991 - May 1997
Skills
Structured Finance, LBO, Financial Structuring, Syndications, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1996
1996, Finance, General
University of Michigan 1987 — 1991
BBA, Accounting, Finance
Scientific Games October 2014 - Present
Williams Interactive July 2012 - October 2014
WMS Gaming March 2009 - July 2012
GE Commercial Finance May 2005 - December 2008
GE Commercial Finance 2002 - 2005
Heller Financial 1997 - 2002
Heller Financial 1995 - 1997
Education
The College of Idaho 1982 — 1986
BBA, Liberal Arts
NXT Capital January 2013 - Present
RBS Asset Finance 2002 - 2009
Heller Financial 1992 - 2002
Chrysler Capital 1985 - 1992
Pacific Stock Exchange 1983 - 1985
Wells Fargo 1981 - 1983
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Middle Market, Loans, Credit, Portfolio Management, Structured Finance, Financial Structuring
Education
University of California, Davis
Bachelor's degree, Agricultural and Managerial Economics
El Cerrito High School
BBVA Compass April 2010 - Present
Independent Contractor September 2009 - April 2010
Mutual of Omaha Bank August 2008 - September 2009
First Heritage Capital June 2008 - July 2008
Ciena Capital March 2003 - May 2008
Business Loan Express 2003 - 2008
Amresco Independence Funding January 1999 - March 2003
Heller Small Business 1993 - 1999
Heller Financial 1993 - 1999
Education
The University of Texas at Austin 1982 — 1986
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1982 — 1986
BBA, Finance
Adams Street Partners October 2005 - Present
PPM America Capital Partners April 1996 - September 2005
Heller Financial 1988 - 1996
Education
The University of Chicago Booth School of Business 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1981 — 1985
BS Accountancy, Accounting
Nuveen Investments 2004 - Present
Heller Financial 2000 - 2001
University of Chicago - Chapin Hall Center 1994 - 1996
Goldman Sachs 1987 - 1991
Education
The University of Chicago
MA, Art History - Medieval Manuscripts
University of Illinois at Urbana-Champaign 1974 — 1975
MS, Library Science
Pacific Mercantile Bank September 2014 - Present
International City Bank May 2012 - April 2014
Community West Bank August 2011 - May 2012
San Diego Private Bank March 2006 - July 2011
U.S. Trust Company April 1997 - March 2006
Heller Financial May 1996 - April 1997
First Interstate Bank June 1993 - May 1996
Landmark Bank September 1990 - June 1993
Skills
Commercial Banking, Mergers & Acquisitions, Loans, Commercial Lending, Banking, Small Business Lending, Strategic Planning, Treasury Management, Portfolio Management, Asset Based Lending, Credit Risk, Commercial Mortgages, Loan Origination, Lines Of Credit, Finance, Financial Analysis, Cash Management, Credit, Private Banking, Credit Analysis, Leadership
Education
UC Davis 1985 — 1990
BA, Economics
Fifth Third Bank January 2008 - Present
LaSalle Bank 2000 - 2007
FINOVA Capital Corporation 1987 - 2000
Heller Financial 1980 - 1987
Skills
Finance, Capital Markets, Private Equity, Portfolio Management, Asset Based Lending, Structured Finance, Credit, Leveraged Finance, Management, Mergers & Acquisitions, LBO, Financial Modeling, Commercial Lending, Marketing, Sales, Acquisitions, Middle Market, Loans, Due Diligence
Education
Southern Illinois University, Carbondale 1975 — 1979
Bachelor's Degree, Marketing
GE Commercial Finance Sr. Credit AnalystGE Capital2002 - Present
Heller Financial September 1995 - October 2001
Heller Global Vendor Finance (part of Heller Financial, Inc.) 1995 - 2001
Crowe Horwath LLP August 1987 - September 1995
Education
St. Joseph's College (IN) 1983 — 1987
BBA, Accounting
RBS Asset Finance June 2010 - Present
Zions Bank 2006 - 2007
Associated Bank September 2002 - January 2005
Heller Financial May 2001 - May 2002
Household International March 1991 - March 2001
Skills
Portfolio Management, Commercial Lending, Underwriting, Credit, Credit Analysis, Loans, Banking
Education
University of Denver - Daniels College of Business 1979 — 1983
LaSalle Bank January 2005 - April 2008
LaSalle Bank January 2004 - December 2004
LaSalle Bank November 1998 - December 2003
Heller Financial May 1995 - June 1998
NOMURA SECURITIES CO. 1998 - 1998
Skills
Real Estate Economics, Loans, CMBS
Education
Purdue University - Krannert School of Management 1991 — 1995
Bachelor, Management
Wozniak Industries, Inc. 2009 - Present
Sampco Inc. 2000 - 2008
Ernst & Young LLP 1999 - 2000
Heller Financial 1997 - 1999
Citicorp 1989 - 1997
Arthur Andersen 1981 - 1988
Education
Northwestern University - Kellogg School of Management 1992 — 1993
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accountancy
Milberg Factors, Inc. January 2004 - Present
GE Capital Commercial Services August 1998 - December 2003
Heller Financial March 1979 - August 1998
Skills
Commercial Lending, Credit, Portfolio Management, Asset Based Lending, Financial Analysis, Banking, Strategic Planning, Loans, Credit Analysis, Private Equity, Corporate Finance, Underwriting, Small Business Lending, Mergers & Acquisitions, Factoring, Commercial Finance, Credit Risk, Management, Funding, Business Planning, Commercial Banking, Finance, Real Estate, New Business Development, Financial Reporting, Risk Management, Restructuring, Trade Finance, Executive Management, Financial Risk, Strategic Financial..., Financial Services
Education
Syracuse University 1972 — 1976
BA, History
CapitalSpring SBLC November 2012 - Present
Ocean Capital June 2009 - November 2012
Banco Popular North America July 2008 - January 2009
BLX/Amresco January 1999 - April 2008
Heller Financial April 1998 - January 1999
United Central Bank June 1991 - April 1998
Skills
Commercial Lending, Small Business Lending, SBA, Credit Analysis, Commercial Mortgages, Loan Origination, Mortgage Lending, Banking, Refinance, USDA, Cash Flow, Financial Structuring, Consumer Lending, Funding, Lines Of Credit, Real Estate Economics, Asset Based Lending
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
NetApp October 2013 - Present
Sony Electronics January 2001 - April 2013
Heller Financial 1993 - 2000
The Bank of New York 1987 - 1993
Skills
Human Resources, Succession Planning, Talent Management, Employee Relations, Organizational..., Employee Engagement, Performance Management, HR Consulting, Workforce Planning, Change Management, Coaching, Team Leadership, Leadership Development, Mergers & Acquisitions, Training, HR Policies, Workshop Facilitation, Skill Assessment, Building Relationships, Talent Developer, Cross Functional Team..., Creative Problem Solving, Strategic HR, Human Resource Planning, Strong Business Acumen, Sales Compensation, Organizational Structure, Organizational Design, Diversity & Inclusion
Education
New School University
Master's degree, Human Resources Management
Trenton State College
Bachelor's degree, Psychology
Newport Venture Capital 2003 - Present
Hanover Financial Company 2001 - 2003
Heller Financial 1997 - 2000
CB Commercial Real Estate Group 1992 - 1997
Skills
Asset Management, Commercial Real Estate, Real Estate Economics, Investment Properties, Strategic Planning, Due Diligence, Negotiation, Real Estate, Real Estate Development, Private Equity, Financial Analysis
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Real Estate / Finance
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics / Business
Maranon Capital, L.P. Senior Vice PredidentHeller Financial1991 - 1996
Heller Financial 1991 - 1996
Skills
Private Equity
Education
Northwestern University - Kellogg School of Management 1987 — 1988
MBA, Finance and Economics
University of Missouri-Columbia 1980 — 1983
BSBA, Finance
Alliance Capital Resources, Inc. June 1994 - Present
Harbor Capital Corporation February 1991 - May 1994
Heller Financial May 1989 - March 1991
Capital Associates, Inc. May 1985 - May 1989
Skills
Financial Analysis, Loans, Asset Based Lending, Commercial Lending, Finance, Due Diligence, Credit Analysis, Credit, Contract Negotiation, Strategic Planning, Portfolio Management, Risk Management, Executive Management, Funding, Business Planning
Education
University of Colorado Boulder 1980 — 1985
BS Finance, Finance, Accounting
Coldwell Banker Residential Brokerage January 2002 - Present
Heller Financial 1988 - 1999
Skills
First Time Home Buyers, Sellers, Real Estate, Asset Management, Real Estate Transactions, Investment Properties, Loans, Referrals, Residential Homes, Single Family Homes, Buyer Representation, Customer Service, New Home Sales, Credit, Relocation
Education
St. Joseph's College (IN) 1979 — 1984
Business, Business Management & Psychology
Golub Capital October 2010 - Present
Tygris Commercial Finance October 2009 - September 2010
Tygris Commercial Finance January 2009 - October 2009
Merrill Lynch Capital 2007 - 2008
GE Commercial Finance 2001 - 2007
Heller Financial 1995 - 2001
Sears Roebuck & Co. 1992 - 1995
Arthur Andersen 1985 - 1992
Education
The University of Chicago Booth School of Business 1994 — 1998
MBA, Finance and Business Policy
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
Benet Academy
Bridgeview Bank Group November 2013 - Present
American Enterprise Bank October 2012 - November 2013
AztecAmerica Bank September 2009 - October 2012
Banco Popular July 2008 - December 2008
GE Commercial Distribution Finance October 2007 - July 2008
GE Commercial Distribution Finance January 2003 - October 2007
Centier Bank February 2000 - January 2003
Heller Financial June 1999 - December 1999
Heller Financial February 1998 - May 1999
Marquette Bank January 1997 - January 1998
Skills
Credit Analysis, Credit, Small Business Lending, Risk, Risk Management, Loan Documentation, Global Cash Flow, Loan Review, Team Leadership, Team Building, Cash Flow, Loans, Real Estate, Commercial Lending, Financial Risk, Underwriting, Analysis, Asset Based Lending, Management, Portfolio Management, Finance, Commercial Banking, Credit Risk, Banking
Education
Purdue University Calumet
Bachelor of Science, Finance
Purdue University Calumet
Bachelor of Science, Accounting
Guthrie Development Company November 2002 - Present
Heller Financial 1998 - 2002
The Toyo Trust & Banking Co., Ltd. 1994 - 1998
The Fuji Bank, Ltd. 1989 - 1994
Skills
Real Estate Development, Real Estate Acquisitions, Project Management, Asset Management, Real Estate Financing, Real Estate Economics, Investments, Property Disposition, Commercial Real Estate, Real Estate, Loans, Due Diligence, Commercial Banking, Valuation
Education
University of California, Los Angeles 1983 — 1988
BS
Wells Fargo Capital Finance August 2005 - Present
Wells Fargo Capital Finance August 2007 - December 2012
Guaranty Business Credit 2003 - 2005
Coast Business Credit 2000 - 2005
Heller Financial 1996 - 2000
Skills
Commercial Banking, Portfolio Management, Corporate Finance, Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Underwriting, Asset Based Lending, Banking, Credit Risk
Education
UC Davis 1989 — 2004
Bachelor of Science, Economics and French
LB Advisors, Inc. October 1998 - Present
Heller Financial 1993 - 1998
Ford Motor Company 1976 - 1981
Skills
Capital Markets, Real Estate Development, Acquisitions, Disposition, Real Estate Economics, Strategic Planning, Commercial Real Estate, Buyer Representation, Commercial Banking, Finance, Debt Restructuring
Education
Stanford University 2000 — 2002
University of Colorado at Boulder - Leeds School of Business 1971 — 1975
BS Marketing, Business Management
Retired Research Quality CoordinatorWayne State University Physicians GroupNovember 2006 - April 2009
Dana Global IT Group January 2001 - May 2005
Heller Financial January 1998 - December 2000
Dana Commercial Credit January 1993 - January 1998
Dana Commercial Credit January 1985 - January 1993
Skills
Continuous Improvement, Change Management, Six Sigma, Leadership, Training, Project Management, Cross-functional Team..., Business Process, Program Management, Management, Process Improvement, Business Process..., Strategy, Strategic Planning, Operations Management
Education
Macomb Community College, Mt
Associate
Siena Heights University
Bachelor of Applied Science
LBC Credit Partners, Inc. January 2010 - Present
American Capital July 2006 - December 2008
GE Capital Markets October 2004 - July 2006
Brookside Mezzanine Partners July 2002 - October 2004
IBJ Whitehall October 1999 - July 2002
Banque Nationale de Paris March 1998 - October 1999
Heller Financial October 1989 - March 1998
Skills
Private Equity, Mezzanine, Leveraged Finance, LBO, Capital Markets, Financial Structuring, Buyouts, Structured Finance, Private Placements, Due Diligence, Investments, High Yield, Corporate Finance, Financial Modeling
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
University of Delaware 1978 — 1982
BSCE, Civil Engineering
Patricia O'Keefe Monteleone, LCSW March 2001 - Present
Newton Memorial Hospital October 2000 - May 2007
Minisink Valley School District September 2001 - June 2002
Evergreen Park School District, Evergreen Park, Illinois August 1997 - June 2000
Misericordia Home August 1992 - October 1995
Heller Financial September 1987 - August 1992
Coopers & Lybrand September 1985 - September 1987
Skills
Family Therapy, Mental Health, Psychotherapy, EMDR, Trauma Therapy, Treatment of depression, Post Traumatic Stress, BPD, DBT, Clinical Research, Life Transitions, Young Adults, Body Image, Grief Counseling, Mindfulness, Stress Management, Group Therapy, Treatment, Stress
Education
The University of Chicago 1992 — 1995
AM, Social Services
Saint Mary's College 1981 — 1985
BBA, Accounting
Rowan and Associates, Inc January 2015 - Present
GE Capital Real Estate 2008 - March 2014
GE Capital Real Estate August 2008 - December 2008
GE Capital, Real Estate June 2006 - July 2008
GE Capital Real Estate October 2001 - May 2006
Heller Financial January 1998 - October 2001
Skills
Equities, Real Estate Economics, Structured Finance, Asset Management, Financial Structuring, Portfolio Management, Valuation, Investments, Asset Managment, Loans, CMBS, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Underwriting, Financial Analysis, Global Economics, International Economics, Global Management, Global Business..., Global Strategy, Globalization, Western Europe, Nordic, Japanese Business...
Education
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
BS in Business Administration
Key Equipment Finance December 2010 - Present
SMT Leasing Company October 2003 - 2010
DVI Financial Services 1995 - 2003
US Concord 1982 - 1995
Heller Financial 1993 - 1994
Chase Manhattan Leasing 1979 - 1982
CIT Corp February 1973 - February 1979
Skills
Finance, Banking, Loans, Credit, Due Diligence, Budgets, Business Analysis, Strategic Planning, Credit Risk, Structured Finance, Sales, Corporate Finance, Financial Services, Financial Modeling, Strategy, Underwriting, Capital Markets, Relationship Management, Financial Risk, Commercial Banking
Education
Queens College 1967 — 1971
MA, Economics
Monroe Capital March 2013 - Present
CapitalSource September 2011 - February 2013
Independent Consultant April 2009 - August 2011
CapitalSource June 2001 - March 2009
HealthCare Financial Partners 1997 - 2000
Heller Financial 1995 - 1997
GE Capital 1993 - 1995
Education
The University of Texas at Austin
M.B.A., Finance
University of Virginia
B.S., Systems Engineering with High Distinction
Xerox Capital Services September 2009 - Present
GE Capital October 2001 - November 2008
Heller Financial 2000 - 2001
Heller Financial 1993 - November 2000
Heller Financial 1983 - 1993
Education
Purdue University Calumet 1980 — 1983
B.S., Accounting
Deloitte November 2006 - Present
Merrill Lynch April 2002 - November 2006
Heller Financial January 2000 - November 2001
Utilities International, Inc. September 1997 - January 2000
Skills
Six Sigma, Microsoft office/PP,..., Virtual...
Education
Robert Morris College 1990 — 1991
Bremen High School 1983 — 1987
Market Probe (formerly Richard Day Research) May 2012 - Present
Lipman Hearne November 2002 - April 2012
Heller Financial April 1999 - June 2001
Adelstein & Associates/Gragert Research April 1997 - February 1999
Jasculca/Terman & Associates October 1996 - March 1997
Skills
Advertising, Marketing, Public Relations, Statistical Data..., Project Management
Education
University of Illinois at Urbana-Champaign 1992 — 1996
BA, Political Science
Crestline Denali Capital, L.P. March 2002 - Present
Heller Financial September 2000 - March 2002
First Source Financial 1996 - 2000
KPMG 1992 - 1995
Skills
Leveraged Finance, Middle Market, Cash Flow Lending, Syndications, Credit Analysis, Asset Based Lending, LBO, Mezzanine, Loans, Capital Markets, Financial Structuring, Credit
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, High Honors
University of Notre Dame 1989 — 1992
BS, Accounting
General Electric 2001 - Present
GE Commercial Finance 1988 - Present
Heller Financial 1999 - 2001
Dana Corporation 1988 - January 2000
Skills
Structured and Flow..., C Level Sales Engagement, Indepth Asset Management, Asset Managment, Sales, Sales Management, Account Management, Leasing, Relationship Management, Solution Selling, Strategic Partnerships, Selling, B2B, Sales Process, Direct Sales, Sales Operations, Credit, Strategy, Product Marketing, Leadership, Lead Generation, CRM, Retail, Salesforce.com, Business Strategy, New Business Development, Cross-functional Team..., Channel Partners, Pricing, Key Account Management, Product Management, Business Development, Forecasting, Competitive Analysis, Asset Management
Education
Oakland University 1985 — 1986
Associates, Business
International Merchant Services October 2002 - May 2008
Heller Financial May 1997 - July 2002
Vistar, formerly Globe, Glass & Mirror 1992 - February 1997
vistar 1992 - 1997
Education
The University of Texas at Austin
Accounting
Western Illinois University
BS, Accounting, Mathematics, Statistics
HCP October 2013 - Present
Jones Lang LaSalle January 2013 - October 2013
Jones Lang LaSalle January 2002 - December 2012
Heller Financial 1986 - 2001
Education
Oregon State University 1968 — 1972
U. of CT
Master of Business Administration (MBA)
Kayne Anderson Capital Advisors August 2011 - Present
Protein Bar August 2010 - Present
Dymas Capital March 2002 - April 2011
GE Capital October 2001 - March 2002
Heller Financial 1986 - October 2001
Skills
Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Masters of Management, Finance and Marketing
University of Iowa 1982 — 1986
B.A. Finance, Business
Gemino Healthcare Finance March 2014 - Present
NewStar Business Credit/CORE Business Credit 2007 - 2013
ORIX USA Corporation 2007 - 2007
ORIX USA Corporation 2007 - 2007
BMO Capital Markets 2004 - 2007
Heller Financial 2001 - 2002
GE Capital 1997 - 2001
National Bank of Canada 1993 - 1997
Continental Bank 1989 - 1989
Continental Bank 1989 - 1989
Skills
Asset Based Lending, Middle Market, Private Equity, Commercial Lending, Leveraged Finance, Mergers, Capital Markets, Investment Banking, LBO, Mezzanine, Financial Structuring, Capital, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Credit, Loans, Portfolio Management, Venture Capital, Financial Analysis, Financial Modeling, Capital Raising, Structured Finance, Banking, Valuation, Commercial Banking, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
Stanford University 1981 — 1986
BS, Management Science & Engineering
Monta Vista High School 1977 — 1981
Eclipse Capital Partners June 2011 - Present
GE Capital June 2007 - May 2011
GE Capital 2001 - 2007
Heller Financial 1998 - 2001
Skills
Capital Markets, Credit Analysis, Portfolio Management, Asset Based Lending, Structured Products, Cash Flow Lending, Commercial Lending, Financial Modeling, Loans, Credit, Private Equity, Special Situations
Education
Penn State University 1993 — 1997
BS, Economics, Finance
Union Bank March 2012 - Present
Lake Pointe Partners LLC May 2009 - March 2012
GE Capital October 2000 - March 2009
Bank of America April 1997 - October 2000
Sanwa Business Credit Corporation February 1994 - April 1997
Heller Financial May 1984 - February 1994
Skills
Finance, Portfolio Management, Financial Services, Underwriting, Small Business, Due Diligence, Asset Based Lending, Mergers & Acquisitions, Private Equity, Financial Analysis, Restructuring, Commercial Lending
Education
Pepperdine University 1987 — 1988
MBA
University of Illinois at Urbana-Champaign 1977 — 1982
BS, Accounting
Montgomery County Public Schools Director, Human ResourcesChase Mellon Shareholder Services1994 - 1997
Heller Financial 1991 - 1994
California Federal Bank 1988 - 1991
Home Savings of America 1985 - 1988
Education
Rutgers University-New Brunswick 1979 — 1983
B.A., Business Administration
Underwriters Laboratories January 2010 - December 2012
W.W. Grainger 2007 - January 2010
W.W. Grainger 2002 - 2006
Kraft Foods 2000 - 2002
Kraft Foods 1999 - 2000
Kraft Foods 1997 - 1999
Kraft Foods 1995 - 1997
Kraft Foods 1994 - 1994
Kraft Foods 1991 - 1993
Heller Financial 1990 - 1990
Skills
Acquisition Integration, Corporate Finance, Financial Analysis, Forecasting, Strategic Financial..., Sarbanes-Oxley Act, Mergers, Executive Management, Cost Accounting, Mergers & Acquisitions, Strategy, Managerial Finance, Finance, Strategic Planning, Financial Modeling, Cross-functional Team..., Risk Management, Cash Management, Internal Controls, Financial Planning
Education
Yale School of Management 2011 — 2012
Executive Leadership Program
The University of Chicago Booth School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Executive Program
Roosevelt University
BSBA, Accounting
University of Pennsylvania - The Wharton School
PNC August 2014 - Present
PNC June 2008 - August 2014
Cratos Capital Partners, LLC April 2007 - May 2008
GE Antares Capital October 2005 - April 2007
GE Capital May 1999 - October 2005
GE Capital January 1997 - April 1999
Heller Financial January 1995 - March 1997
Skills
Finance, Start-ups, Capital Markets, Management, Leadership, Leveraged Finance, Insurance, Portfolio Management, Financial Modeling, Capital, Corporate Finance, Valuation, Credit Analysis, Financial Analysis, Credit, Private Equity, Mergers & Acquisitions, Investment Banking, Banking, Loans
Education
Purdue University
Bachelor’s Degree, Industrial Engineering
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Bank of America September 2013 - Present
BB&T February 2011 - August 2013
GMAC Commercial Finance January 2005 - March 2010
Heller Financial 1993 - 1997
Skills
Asset Based Lending, Commercial Lending, Credit, Funding, Financial Analysis, Credit Analysis, Loans, Credit Risk, Portfolio Management, Underwriting, Commercial Banking, Corporate Finance, Banking, Mergers & Acquisitions, Factoring, Commercial Finance, Restructuring, Cash Management, Finance, Risk Management, Financial Services, Small Business Lending, Relationship Management, Valuation, Financial Risk, Retirement Planning
Education
Syracuse University 1980 — 1984
BA, Economics
Bank of America 2000 - Present
FINOVA Capital Corporation 1994 - 2000
BNP Paribas 1992 - 1994
Heller Financial 1990 - 1992
Education
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Finance
Rutgers, The State University of New Jersey 2010 - Present
Resources Global Professionals July 2010 - September 2010
Discover Financial Services 2007 - 2009
GE Capital 2000 - 2007
Antares Capital (acq. by GE Capital in 2005) 2000 - 2005
Concur Technologies 1998 - 1999
Fidelity Investments 1997 - 1998
Heller Financial 1988 - 1997
Skills
Forecasting, Analysis, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Modeling, Financial Reporting, Strategy, Portfolio Management, Mergers & Acquisitions, Budgets, Data Analysis, Strategic Financial..., Oracle Discoverer, Oracle General Ledger, Hyperion HFM, Hyperion Enterprise
Education
Rutgers University – Camden 2015 — 2017
Master’s Degree, Public Administration
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
EFA Partners LLC March 2009 - Present
GE Capital April 2004 - February 2009
GE Capital November 2001 - March 2004
Heller Financial April 1999 - October 2001
Gilman Financial Services February 1989 - March 1999
CIS Corporation May 1985 - January 1989
Education
Syracuse University - Martin J. Whitman School of Management 1979 — 1983
BS, Marketing
CFA Institute
CFA - 1998
Series 7 and 63
Series 7 and 63 - 2008
Golub Capital August 2006 - Present
Antares Capital August 1999 - August 2006
Heller Financial September 1995 - August 1999
Northern Trust October 1992 - September 1995
Skills
LBO, Middle Market, Credit Analysis, Financial Structuring, Leveraged Finance, Loans, Loan Origination, Underwriting, Credit, Cash Flow Lending, Due Diligence, Structured Finance, Financial Analysis, Financial Modeling, Corporate Finance
Education
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
Urban Financial of America, LLC February 2012 - Present
EquiPoint Financial Network, Inc. December 2010 - January 2012
One Reverse Mortgage/Quicken Loans August 2008 - September 2009
Citi January 2006 - July 2008
American Mortgage Network April 2005 - December 2005
Oak Street Mortgage February 2002 - March 2005
Bank of America September 1998 - January 2002
Royal Thrift and Loan March 1991 - August 1998
Security Pacific Bank January 1987 - February 1991
Heller Financial 1983 - 1986
Skills
Reverse Mortgages, Real Estate, Refinance, Loan Origination, FHA, Sales, Mortgage Banking, Loans, Mortgage Lending, Residential Mortgages, Banking, VA Loans, USDA, Credit, VA loans
Education
Saint Mary's University of Minnesota 1979 — 1983
Business, Accounting
Benet Academy High School, Lisle Illinois 1975 — 1979
First Commercial Bank February 1999 - Present
Heller Financial 1995 - 1999
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis
Education
Southwest Texas State University 1991 — 1992
Seguin High School 1989 — 1991
Allstate Investments LLC Allstate Investment Management Company January 2012 - February 2014
Deerfield Capital Management and CIFC Corp. February 2003 - December 2011
Driehaus Capital Management June 2001 - November 2002
Heller Financial 1997 - 2001
Skills
Securities, Investments, Real Estate Financing, SBA Loans, CAMS, ACAMS, Member, RITA IRA...
Education
American University of Paris
Certificate
Northwestern University
University of Illinois at Urbana-Champaign
Bachelor
Hewlett-Packard 2005 - Present
EMC 2003 - 2005
De Lage Landen Financial Services, Inc. 2001 - 2003
Fleet Capital Leasing - Vendor Finance 1995 - 2001
Heller Financial 1993 - 1995
GE Capital 1987 - 1993
Skills
Solution Selling, Strategic Planning, Financial Analysis, New Business Development, Sales Management, Contract Negotiation, Business Strategy, Forecasting, Team Leadership, Direct Sales, Negotiation, Cloud Computing, Selling, Cross-functional Team..., Vendor Management, Strategic Partnerships, Business Planning, Strategy, Portfolio Management, Risk Management, Sales Process, Finance, Team Management, Channel Partners, Start-ups, Financial Services, Business Analysis, Salesforce.com, Outsourcing, CRM, Leadership
Education
Wharton School, University of Pennsylvania
MBA, Finance
Union College
Bachelor of Science (B.S.), Economics
GE Financial Management Program
Portfolio Advisors January 2014 - Present
Credit Suisse August 2001 - December 2013
Heller Financial July 1997 - August 1999
Deloitte & Touche August 1994 - July 1997
Skills
Alternative Investments, Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Private Equity, Underwriting, Valuation, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Notre Dame 1990 — 1994
BBA, Accounting
Lillibridge Healthcare Services September 2015 - Present
GE Capital October 2001 - September 2015
GE 2001 - September 2015
Heller Financial June 1997 - October 2001
Balcor July 1984 - June 1997
Education
The University of Chicago Booth School of Business 1987 — 1990
MBA, Finance
University of Missouri-Columbia 1980 — 1984
Bachelor of science, business administration, Finance, General
Clayton High School 1976 — 1980
High School