Heller Financial, Inc.
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Heller Financial, Inc. Employees
Duke University Hospital March 2014 - Present
Carter & Associates 2007 - 2009
State Street Global Advisors September 2003 - September 2007
Z. Bavelloni USA, Inc. January 2003 - August 2003
Lawrence, Kamin, Sanders & Uhlenhop LLC 2002 - 2002
Heller Financial, Inc. 2001 - 2002
Cap Gemini Ernst & Young 1989 - 2001
Skills
Customer Service, Microsoft Word, Administrative..., Office Management, Outlook, Access, Nonprofits, Research, Fundraising, Event Planning, Microsoft Excel, Data Entry, Editing, Microsoft Office, PowerPoint, Administration, Office Administration, Time Management
Education
University of Alabama at Birmingham 2009 — 2013
Bachelor of Science (B.S.), Health Information Management
University of Phoenix
Associate of Arts
Panduit May 2010 - Present
Ace Hardware Corporation January 1999 - January 2010
Ace Hardware Corporation January 1990 - January 1999
Ace Hardware Corporation August 1986 - January 1990
GTE COMMUNICATION SYSTEMS January 1986 - August 1986
HELLER FINANCIAL, INC January 1984 - January 1986
STRONG ASSOCIATES, LTD January 1983 - January 1984
Skills
Financial Analysis, Billing, Credit, Accounts Receivable, Customer Service, Invoicing, Retail, Account Reconciliation, Process Improvement, Management, Accounts Payable, Finance, Accounting, Sales, Credit Risk, Portfolio Management, Pricing, Forecasting
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree, Economics
University of Illinois at Urbana-Champaign
GE Real Estate 2001 - Present
Heller Financial, Inc. 1998 - 2001
LaSalle Bank NA / ABN AMRO 1990 - 1997
Skills
Commercial Real Estate, Loans, Structured Finance, Finance, Investment Properties, Investments, Due Diligence, Bonds, Real Estate Economics, Asset Management, Real Estate, Portfolio Management, Real Estate Financing, Equities, Commerical Real Estate..., Valuation, Tax Exempt Bond..., LIHTC Equity -..., Affordable Housing, Commerical Leasing, Loan Origination, Relationship Management
Education
Knox College 1985 — 1989
BA, Economics
Daily Money Matters, LLC December 2009 - Present
Laura Schwab 1993 - 2009
Inacomp Computer Centers January 1991 - August 1992
Financial Systems, Ltd. January 1990 - November 1990
AT&T Business Market Group 1989 - 1989
AT&T Bell Laboratories 1988 - 1988
Heller Financial, Inc. 1987 - 1987
Exxon Corporation 1981 - 1986
Skills
Budgets, Cash Management, Daily Money Management, Financial Management, Problem Solving, Financial Advocate, Medical Advocate, Organization, Team Building, Business Planning, Finance, Financial Reporting, Bill Payment, Sales, Leadership, Needs Analysis, Team Builder, Payroll, Insurance, Small Business, Managerial Finance
Education
Seton Hall University
Business Administration and Management, MBA Studies
Montclair State University
Bachelor of Business Administration (B.B.A.), Finance and Management
Commercial Lending Corporation April 2009 - Present
AXIA Real Estate Group, Inc January 2008 - 2009
Bridger Commercial Funding 2006 - 2008
San Diego National Bank 2004 - 2005
Pacific Mercantile Bank 2004 - 2005
IFC Capital 1998 - 2002
Heller Financial Inc. 1998 - 2002
FMAC 1995 - 1998
McDonnell Douglas Finance Corp. 1987 - 1991
GE Capital 1981 - 1987
Skills
Loans, Commercial Mortgages, Brokerage, Credit Analysis, Commercial Lending, Refinance, Credit, SBA, Business Development, Real Estate Financing, Real Estate Economics, Portfolio Management, Finance, Mortgage Lending, Commercial Real Estate, Asset Management, Loan Origination, Investment Properties, Underwriting, Real Estate, Construction Loans
Education
California State University-Long Beach 1974 — 1978
BS, Business
Credit Risk Professional August 2011 - November 2012
Tyrgis Asset Finance June 2008 - July 2011
MarCap 1999 - 2008
Heller Financial, Inc. 1986 - 1999
Skills
Credit Risk, Credit Review, Collections,, Loan Documentation, C&I Lending, C&I, Portfolio Management, Change Management, Due Diligence, Commercial Finance, Executive Management, Refinance, Underwriting, Credit Analysis, Leadership Development, Equipment Finance, Loans, Credit, Banking, Commercial Lending, Finance, Financial Analysis, Risk Management, Team Building, Structured Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1978 — 1980
Navigant September 2013 - Present
Dentons April 2012 - September 2013
Tellabs May 2007 - March 2012
JP Morgan Chase July 2002 - May 2007
Heller Financial, Inc. June 1998 - July 2002
HSBC (Household International) January 1990 - June 1998
Skills
SEIM/SIM Log Management, Forensic Investigations, Identity Management..., Infrastructure..., Application Scanning, Vulnerability Management, Policy Auditing, Security Architecture, Scanners, Identity Management, Forensic Analysis, Log Management, Security Architecture..., CISSP, Security, Information Security, Penetration Testing, CISA, CEH, Computer Security, Information Security..., Vulnerability Assessment, PCI DSS, VPN, IPS, Firewalls, Encryption, TCP/IP, Application Security, Intrusion Detection, Business Continuity, Cisco Technologies, IT Management, IT Audit, Computer Forensics, ISO 27001, Disaster Recovery, Network Architecture, Network Security, Data Security, Checkpoint, Internet Security, Virtualization, Infrastructure, Data Privacy, Network Design, Security Awareness, Network Engineering, Malware Analysis, Incident Response
Education
DeVry University 1994 — 1999
B.S., Computer Information Systems (CIS)
Joliet Junior College 1991 — 1994
A.A., Computer Programming
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
Headwaters MB October 2014 - Present
Cross Border Strategies LLC January 2013 - October 2014
Previsio Partners, LLC May 2009 - December 2012
GE Corporate Financial Services Europe September 2007 - December 2008
GE Corporate Financial Services October 2001 - September 2007
Heller Financial, Inc January 1986 - October 2001
BorgWarner Corporation January 1982 - December 1985
Skills
Debt, Structuring, Restructuring, Structured Finance, Credit, Financial Structuring, Portfolio Management, Due Diligence, Finance, Banking, Loans, Investment Banking, Corporate Finance, Private Equity, Asset Based Lending, Mergers & Acquisitions, Financial Services, LBO, Factoring, Analysis, Cash Flow, Capital Markets, Financial Modeling, Management, Leadership, Middle Market, Leveraged Finance, M&A experience
Education
Indiana University School of Law—Indianapolis 1974 — 1977
JD, Commercial Law
DePauw University 1970 — 1974
BA with High Distinction, Latin American Studies (Spanish, History, Political Science)
Insurance Agency February 2013 - October 2013
Robert Half Management Resources March 2013 - July 2013
Omeda Communications, Inc. June 1994 - June 2012
Heller Financial August 1985 - September 1987
Heller Financial, Inc. October 1981 - August 1985
Heller Financial, Inc. July 1979 - October 1981
Heller Financial, Inc. February 1975 - July 1979
Skills
Budgets, Internal Controls, Cash Flow, Cash Management, CPA, Financial Reporting, Process Improvement, Accounts Receivable, Accounting, Cash Flow Forecasting, Microsoft Excel, Financial Analysis, Managerial Finance
Education
Governors State University
BS Business & Public Administration, Accounting
JPMorgan Chase July 2010 - August 2011
NORTHSTAR REALTY FINANCE CORP April 2005 - June 2010
LASALLE BANK NATIONAL ASSOCIATION September 1998 - March 2005
HELLER FINANCIAL, INC September 1994 - August 1998
Education
DePaul University
finance and business management
Indiana University-Northwest
Purdue University Calumet
MidCap Financial, LLC September 2008 - Present
Merrill Lynch Capital 2004 - 2008
GE Capital 2001 - 2004
Heller Financial, Inc. April 1993 - October 2001
Education
Georgia Institute of Technology 1988 — 1990
Masters, Urban Planning and Real Estate
University of Wisconsin-Madison 1983 — 1987
BS, Economics
Associated Bank 2013 - 2015
Ecologic Leasing Services 2011 - 2012
Financial Consulting 2010 - 2011
Philips Medical Systems/Philips Healthcare 2007 - 2008
GE Capital Corp. - Healthcare Financial Services 2003 - 2007
Heller Financial, Inc. 1999 - 2002
Heller Financial, Inc. 1999 - 1999
Heller Financial, Inc. 1996 - 1999
Sanwa Business Credit Corporation 1992 - 1996
Sanwa Business Credit Corporation 1987 - 1991
Skills
Funding, Financial Structuring, Loans, Risk Management, Finance, Management, Credit, Portfolio Management, Negotiation, Financial Risk, Process Improvement, Training, Financial Services, Mergers & Acquisitions, Leadership, Program Management, Strategic Planning, Start-ups, Analysis, Strategy, Executive Management, CRM, Business Development, Asset Based Lending, Capital Markets, Cash Flow, Underwriting, Financial Analysis, Commercial Banking
Education
University of Wisconsin-Madison - School of Business 1981 — 1982
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1974 — 1977
BBA, Accounting (Finance minor)
United Financial of Illinois 2012 - Present
FDIC Receivership Contractor 2011 - 2012
SL Financial Services 2006 - 2011
The CIT Group 2003 - 2006
DVI Financial Services 2000 - 2003
GE Capital/Vendor Financial Services 1998 - 2000
Green Tree Financial 1997 - 1998
The CIT Group 1988 - 1997
Heller Financial, Inc. 1985 - 1988
Citicorp Industrial Credit 1981 - 1985
Skills
Finance, Portfolio Management, Financial Analysis, Loans, Credit, Banking, Financial Services, Project Finance, Business Development, Structured Finance, Funding, Healthcare, Credit Analysis, Asset Based Lending, Leadership, Mergers, Mergers & Acquisitions, Commercial Lending, Commercial Banking, Budgets, Investments, Packaging, Management, Risk Management, Executive Management, Credit Risk, Sales Management
Education
Northern Illinois University 1974 — 1976
BS
Harper College 1972 — 1974
AA
EverBank Commercial Finance, Inc. December 2013 - Present
EverBank Commercial Finance, Inc. February 2010 - December 2013
Tygris Vendor Finance, Inc. May 2008 - February 2010
US Express Leasing, Inc. March 2004 - May 2008
Aternus Partners, LLC August 2002 - February 2004
Heller Financial, Inc. October 1979 - July 2002
Skills
Financial Modeling, Executive Management, Banking, Asset Based Lending, Financial Services, Finance, Credit Analysis, Commercial Lending, Investment Banking, Strategy, Valuation, Credit Risk, Commercial Banking, Capital Markets, Management, Leadership, Process Improvement, Underwriting, Investments, Negotiation, Accounting, Strategic Planning, Portfolio Management, Vendor Management, Fixed Income, New Business Development, Mortgage Lending, Financial Risk
Education
University of Michigan 1976 — 1979
BA, Economics
JPMorgan Chase 2003 - Present
GE Business Capital September 2001 - September 2003
Heller Financial, Inc. December 1993 - September 2001
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master's degree, Finance, General
DePaul University 1980 — 1985
Bachelor's degree, Finance
Roetzel & Andress September 2014 - Present
Republic Bank of Chicago July 2009 - July 2014
The Harlem Irving Companies, Inc. July 2007 - March 2009
Pedersen & Houpt May 2005 - July 2007
Holland & Knight LLP June 2004 - May 2005
Becker Gurian June 2001 - May 2004
Heller Financial, Inc. December 1999 - March 2001
Katten Muchin Rosenman LLP December 1997 - November 1999
Thomas L. Kirsch Law Office June 1993 - August 1996
Skills
Real Estate, Foreclosures, Leases, Landlord, Contract Negotiation, Loans, Real Estate Transactions, Negotiation, Due Diligence, Banking, Real Estate Finance, Retail, Real Estate Economics, Corporate Law, Mergers & Acquisitions, Commercial Real Estate, Investments, Real Estate Development, Asset Management, Portfolio Management
Education
The John Marshall Law School 1996 — 1997
LL.M, Real Estate (Master of Laws)
Valparaiso University School of Law 1989 — 1992
JD, Law
Marquette University 1985 — 1989
Bachelor of Arts (B.A.), Double Major - History/Philosophy
St. Viator High School 1981 — 1985
Crossroads Equipment Lease and Finance July 2011 - Present
COUNTRYWIDE HOME LOANS April 2003 - August 2006
LONG BEACH MORTGAGE September 2002 - March 2003
GE Capital September 1998 - January 2000
HELLER FINANCIAL, INC June 1997 - January 1998
HELLER FINANCIAL, INC July 1996 - April 1997
LaSalle Bank March 1995 - July 1996
LaSalle Bank August 1993 - August 1994
Skills
Underwriting, Financial Risk, Commercial Mortgages, Cash Flow, Portfolio Management, Loans, Credit, Credit Analysis, Finance, Financial Analysis, Mortgage Lending, Commercial Leasing, Vehicle Leasing, Commercial Lending, Risk Management, Credit Risk, Asset Based Lending, Commercial Banking, Team Building, Relationship Management, Analysis, Banking
Education
University of Illinois at Chicago 1989 — 1993
B.S., Accounting
The Hill September 2011 - Present
Alta Vista Solutions February 2011 - August 2013
Ecologic Leasing Services, LLC November 2000 - October 2010
Pure Markets 2000 - 2003
Wilson Sonsini Goodrich and Rosati September 1998 - March 2001
Heller Financial, Inc. January 1993 - October 2000
Chrysler Capital Corporation February 1991 - September 1992
Skills
Client Services, Transaction Services, Project Coordination, Project Management, Portfolio Management, Project Planning, Proposal Writing, Analysis, Contract Negotiation, Microsoft Office, Change Management, Finance, Operations Management, Team Leadership, Time Management, Business Planning, Microsoft Excel, Training, Access, Invoicing, Transaction Processing, Management, Microsoft Word, New Business Development
Education
Golden Gate University 1994 — 1998
BA, Business & Humanities
College of San Mateo 1990 — 1992
AA, Business & Accounting
Sun Capital Advisers, LLC July 2010 - Present
RBS Citizens January 2010 - July 2010
42 North Structured Finance, Inc. May 2009 - January 2010
42 North Structured Finance, Inc. April 1998 - May 2009
key global finance 1998 - 2002
Conseco Capital Management, Inc. December 1993 - April 1998
Heller Financial, Inc. May 1992 - January 1993
Chrysler Capital Corporation November 1984 - February 1992
Skills
Investment Banking, Private Equity, Capital Raising, Project Finance, Investments, Asset Management, Corporate Finance, Equities, Capital Markets, Portfolio Management, Structured Finance, Marketing, Business Development, Venture Capital, Fixed Income, Leveraged Finance, Risk Management, Loans, Credit, Funding, Private Placements, Securitization, Syndications, Real Estate Economics, Financial Structuring
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Accounting, Finance
Emory University 1974 — 1978
BBA, Finance, Economics
Citizens Bank April 2014 - Present
Jewett City Savings Bank September 2007 - September 2012
Westbank/New Alliance Bank February 2006 - September 2007
Sovereign Bank August 2001 - February 2006
Charter One Bank/St. Paul Federal Bank 1998 - 2001
HSBC Business Loans 1996 - 1998
Banco Popular/Pioneer Bank & Trust Company of Chicago 1989 - 1996
Comerica Bank/Affiliated Banc Group 1987 - 1989
Heller Financial Inc. 1984 - 1987
Associates Comercial Corporation 1982 - 1984
Skills
Loans, Commercial Banking, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Asset Based Lending
Education
The University of Connecticut 1974 — 1978
Bachelor of Science (B.S.), Marketing
Griswold High School
Nuveen Investments February 2009 - Present
Nuveen Investments August 2007 - February 2009
T. Rowe Price October 2003 - August 2007
Aon Corporation March 2001 - October 2003
Heller Financial, Inc. April 1993 - April 2000
Ogilvy & Mather March 1988 - March 1993
The Quaker Oats Company July 1984 - April 1987
Education
Princeton University 1980 — 1984
A.B., Economics
2100 Xenon Group LLC August 2008 - May 2014
Brandywine Senior Living May 2007 - June 2008
Senior Lifestyle Corporation May 2004 - May 2007
Xenon Capital Management, LLC March 2002 - April 2004
Heller Financial, Inc. November 1989 - October 2001
Price Waterhouse September 1986 - November 1988
Baker & McKenzie September 1984 - October 1986
Price Waterhouse August 1979 - August 1984
Skills
Alternative Investments, Private Equity, Hedge Funds, Financial Analysis, Venture Capital, Financial Modeling, Asset Management, Risk Management, Corporate Finance, Start-ups, Strategic Planning, Business Development, Financial Services, Business Strategy, Due Diligence, Entrepreneurship, Asset Managment, Not for profit..., Mutual Funds
Education
DePaul University College of Law 1980 — 1984
Juris Doctor
University of Wisconsin-Madison 1973 — 1977
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Quickpay Funding LLC January 2015 - Present
eCapital, LLC January 2011 - January 2015
Citibank (Banamex USA) June 2007 - January 2011
Daimler Chrysler Financial Services, Inc. February 2005 - June 2007
Volvo Commercial Credit de Mexico (A.B. Volvo Group) March 2003 - June 2004
EZD Global Inc. October 2001 - March 2003
UPS Capital January 2000 - September 2001
Heller Financial Inc. May 1984 - January 2000
Skills
Coaching, Team Building, Business Strategy, Business Planning, Business Management, Change Management, Contract Negotiation, Documentation, Hiring, Integration, Key Account Management, KPI, Keynote, Logistics, Leadership Development, Mergers, Mentoring, Program Management, Negotiation, Contract Negotiations, New Business Development, Microsoft Office, Operations, Operations Management, Organizational..., Organizing, Public Relations, Strategic Planning, Quality Management, Risk Management, Spanish, Problem Solving, Troubleshooting, Teamwork, Team Management, Team Leadership, Underwriting, Key Performance..., Management, Strategy, Loans, Credit, Marketing Strategy, Commercial Banking, Banking, Commercial Lending, Customer Satisfaction, Finance, Sales, Financial Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
EMBA, Business
University of Phoenix 1993 — 1995
BSBA, Business Administration
Juliet N Berberian CPA April 2015 - Present
JNBerberian CPA June 2013 - March 2015
CIT December 1999 - May 2013
Heller Financial 1997 - 1999
Heller Financial Inc. 1996 - 1997
Skills
Credit, Credit Analysis, Asset Based Lending, Loans, Financial Analysis, Risk Management, Commercial Lending, Finance, Underwriting, Corporate Finance, Financial Risk, Commercial Banking, Credit Risk, Commercial Finance, Team Building, Portfolio Management, Banking, Factoring, Strategic Planning, Marketing, Mergers & Acquisitions, Due Diligence, Financial Modeling, Strategic Financial..., Financial Planning
Education
California State University-Northridge
B.S., Finance
Pepperdine University
Ed.D., Organizational Leadership
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Square 1 Bank February 2015 - Present
HomeBanc March 2014 - February 2015
Titan Bank April 2012 - March 2014
CIT March 2006 - February 2012
CIT December 2002 - March 2006
AMRESCO, Inc. June 1999 - December 2002
Heller Financial, Inc. February 1994 - June 1999
Stanford Realty Advisors June 1992 - February 1994
American Federal Bank, F.S.B. March 1990 - June 1992
American Federal Bank, F.S.B. August 1988 - March 1990
Skills
Sales Management, New Business Development, Small Business Lending, Employee Hiring, Strategic Partnerships, Real Estate Finance, Developing Markets, Recruiting, Credit, Real Estate Economics, Loans, Mergers & Acquisitions, Business Development, Commercial Mortgages, Commercial Lending, Credit Risk, Financial Analysis, Financial Services, Commercial Banking, Loan Origination, Banking, Mortgage Lending, Refinance, Commercial Real Estate, Financial Structuring, Real Estate, Due Diligence, Risk Management, Executive Management, Portfolio Management, Sales, Credit Analysis, Commercial Finance, Real Estate Transactions, SBA, Contract Negotiation, Underwriting, Finance, Mortgage Banking, Business Acquisition, Small Business
Education
Saint Bonaventure University 1980 — 1984
BBA, Finance
Core Point Partners Managing PartnerCore Point Partners2008 - Present
Wheaton College (MA) 2000 - Present
Cumberland Capital Company 1988 - 2008
Heller Financial, Inc. 1987 - 1988
Skills
Higher Education, Higher Education Policy, Higher Education..., Higher Education..., Revenue Enhancement, Accreditation, Board governance, Strategic Financial..., Outcome Management, Finance, Management Consulting, Private Equity, Small Business, Business Strategy, Strategic Planning, New Business Development, Financial Analysis, Executive Management, Financial Modeling, Bankruptcy, Business Development, Mergers, Due Diligence, Mergers & Acquisitions, Venture Capital, Strategy, Restructuring, Board Governance, Structured Finance, Business Planning, Turn Around Management, Board of Directors, Financial Services, Corporate Governance, Management, Funding, Start-ups, Corporate Development, Entrepreneurship, Financial Structuring
Education
Boston University Questrom School of Business
MBA, Finance
Wheaton College (MA)
BA, Philosophy
SFI Sports, LLC November 2014 - Present
Concourse Sports, LLC October 2010 - Present
BRISTOL CAPITAL PARTNERS July 2009 - December 2011
The Gladstone Companies June 2007 - July 2009
WELLS FARGO FOOTHILL/WESTBURG MEDIA CAPITAL November 2002 - March 2007
HARVEST SPORTING GROUP, INC May 1999 - March 2002
COLUMBIA CAPITAL CORPORATION July 1996 - April 1999
FINOVA CAPITAL October 1993 - June 1996
HELLER FINANCIAL, INC June 1985 - September 1993
Skills
Financial Modeling, Mergers, Forecasting, Entrepreneurship, Finance, Mergers & Acquisitions, Management, Negotiation, Budgets, Valuation, CRM, Financial Structuring, Strategy, Due Diligence, Portfolio Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing; Finance
University of Iowa 1981 — 1985
BBA, Finance
Takeda Pharmaceuticals April 2014 - Present
Takeda Pharmaceuticals 2013 - March 2014
GE Capital 2004 - 2012
GE Capital - Corporate Financial Services 2001 - 2004
Heller Financial, Inc. 1999 - 2001
Heller Financial, Inc. 1998 - 1999
Grant Thornton LLP 1994 - 1998
Karin M. Woie, CPA 1984 - 1994
Grant Thornton LLP 1981 - 1984
Skills
Risk Management, Due Diligence, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, Compliance Operations, Adult Education, Training material..., Training, AML, Strategy, Banking, Finance, Financial Services, Risk Assessment, Financial Risk, Auditing, Management, Cross-functional Team..., Leadership, Six Sigma, Corporate Governance, Fraud, Enterprise Risk..., Policy, Anti Money Laundering
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), International Relations and Affairs
Rockhurst College
Accounting
Your New Beginnings May 2012 - Present
Kunkel & Associates, Inc. August 2001 - March 2012
SEI Information Technology February 1999 - April 2002
Insurance Auto Auctions August 2001 - March 2002
Baker & McKenzie December 2000 - August 2001
Cook County Clerk of the Circuit Court May 2000 - December 2000
Heller Financial, Inc. March 2000 - July 2000
CBSI February 1998 - March 2000
AT&T February 1998 - February 2000
Quantra Corporation August 1994 - October 1997
Skills
Project Management, Strategic Planning, Financial Analysis, Accounting, Training, Tax, Real Estate, RE Renovations & Gut..., Commercial Real Estate..., Multi-family Investment..., Operations Management, Financial Process..., Project Charter, Project Status Reporting, Full project lifecycle..., Scope Planning, Project Metrics, Software Planning, Software Integrations, Finance System..., Technical Writing, Business Analysis, General Ledger..., Financial Close Process, Multi-currency..., Global Consolidation, Corporate Tax, Consolidated Returns, Individual Returns, Fixed Asset Depreciation, Asset Management, Software Documentation, Team Building, Valuation
Education
Purdue University 1977 — 1981
BS, Management/Accounting
DePaul University 1986 — 1988
Taxation
Real Estate Education 2000 — 2011
GRI, Managing Broker, Commercial Real Estate
Regus April 2013 - July 2013
Regus January 2012 - March 2013
The UPS Store December 2000 - September 2010
Heller Financial, Inc. January 1985 - July 2000
Skills
Management, Training, Human Resources, Customer Satisfaction, Customer Service, Start-ups, Leadership, Time Management, Retail, Recruiting, Business Development, Accounting, CRM, Contract Negotiation, Finance, Operations Management, P, Payroll, Team Leadership
Education
Eastern Illinois University 1982 — 1984
B.S., Accounting
Triton College 1980 — 1982
Associates, Business
BDO Capital Advisors, LLC 2013 - Present
D.A. Davidson & Co. 2012 - 2013
McGladrey Capital Markets LLC 2005 - 2012
Ernst & Young Corporate Finance LLC 1996 - 2002
Heller Financial, Inc. 1993 - 1996
Bank of America / Security Pacific Merchant Bank 1987 - 1993
Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions
Education
The University of Michigan 1985 — 1987
Master of Business Administration, Finance
Miami University 1979 — 1983
Bachelor of Business Administration
CTC myCFO November 2011 - Present
Bernstein Global Wealth Management 2008 - 2011
GE Capital 2005 - 2008
GECAS (GE Capital Aviation Services) 2001 - 2005
Heller Financial, Inc. 1986 - 2001
Skills
Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Investments, Corporate Development, High Net Worth..., Corporate Finance, Wealth Management..., Equities, Restructuring, Investment Banking, Investment Properties, Leadership, Strategic Financial..., Asset Managment, Investment Advisory, Loans, Cash Flow, Fixed Income, Investment Strategies, Financial Structuring, Banking, Structured Finance, Financial Analysis, Hedge Funds, New Business Development, Private Banking, Executive Management, Investment Management, Financial Modeling, Wealth Management, Financial Services, Retirement Planning, Risk Management, Mergers, Mutual Funds, Estate Planning, Securities, Credit Analysis, Mergers & Acquisitions, Cash Management, Financial Risk, Credit, Series 7, Capital Markets, Finance, Valuation, Series 63, Venture Capital
Education
University of Pennsylvania - The Wharton School 1980 — 1983
M.B.A., Finance
Wellesley College 1975 — 1978
B.A., Economics
Platzer, Swergold,Karlin, Levine, Goldberg & Jaslow, LLP January 2014 - Present
Golenbock 2005 - December 2013
Ballon Stoll Bader & Nadler 2004 - 2005
Brown Raysman Milstein Felder & Steiner 2001 - 2003
Winick & Rich PC 1995 - January 2001
Sorokin Sorokin Gross Hyde & Williams 1991 - 1994
Heller Financial, Inc. 1983 - 1991
Goldman Horowitz & Cherno 1981 - 1983
Skills
Factoring, Commercial Lending, Structured Finance, Leveraged Finance, Commercial Finance, Secured Lending, Corporate Finance, Workout, Bankruptcy, Asset Based Lending, Chapter 7, Restructuring, Chapter 11, Secured Financing, Commercial Litigation, Creditors' Rights, Cross-border..., Joint Ventures, Corporate Law, Securities Regulation, Civil Litigation, Debt Restructuring, Private Equity, Due Diligence, Arbitration, Litigation, Secured Transactions, Corporate Governance, Mergers & Acquisitions, Private Placements, Securities Litigation, Finance, Banking, Loans
Education
Brooklyn Law School 1972 — 1976
Juris Doctor
Brooklyn Technical HS
Brooklyn Technical HS
Long Island University
M.Sc.
Queens College
BA, History
GE Capital - Corporate Finance June 2013 - Present
GE Capital - Corporate Finance January 2011 - June 2013
GE Capital - Bank Loan Group July 2008 - January 2011
GE Capital / Heller Financial, Inc. December 2001 - July 2008
Heller Financial, Inc. - Sponsor Finance Group July 1997 - December 2001
Heller Financial, Inc. July 1995 - July 1997
Mercantile Bank of St. Louis (currently US Bank) July 1990 - July 1995
Education
Saint Louis University
MBA
Saint Mary's College
BBA
Harris Williams & Co. March 2009 - Present
National City Bank November 2006 - February 2009
Brown Gibbons Lang & Company June 2002 - September 2006
Piper Jaffray Inc. August 1998 - March 2002
Heller Financial, Inc. April 1995 - July 1998
Bank of America January 1994 - March 1995
Continental Bank June 1991 - January 1994
Skills
Investment Banking, Mergers, Capital Markets, Valuation, Middle Market, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Private Placements, Leveraged Finance, Financial Advisory, LBO, Corporate Development, Business Valuation, M&A experience, Due Diligence, Divestitures, Equities, Capital Raising, Sell Side, Alternative Investments, Financial Structuring, IPO
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Operations Management
Indiana University Bloomington 1987 — 1991
BS Business, Finance
Union Bank May 2011 - Present
Summit Financial Resources, L.P. September 2004 - October 2010
GE Capital Commercial Services September 2002 - July 2004
CIT Business Credit August 2000 - September 2002
Heller Financial, Inc. March 1983 - August 2000
Skills
Portfolio Management, Operational Risk..., Work-outs, Asset Based Lending, Credit
Education
Adrian College 1977 — 1982
BBA, Marketing / Management
Ares Management March 2012 - Present
BlueCrest Capital Finance January 2007 - April 2012
Ritchie Technology and Life Science Lending August 2005 - December 2006
GE Technology Lending 2001 - 2005
Heller Venture Finance May 2000 - October 2001
LINC Capital, Inc. January 1998 - May 2000
Sanwa Business Credit Corporation November 1991 - December 1997
Access Leasing Corporation September 1990 - November 1991
Phoenixcor, Inc. August 1989 - August 1990
Heller Financial, Inc. January 1985 - August 1989
Skills
Structuring, Loans, Corporate Finance, Due Diligence, Financial Analysis, Restructuring, Business Strategy, Financial Structuring, Risk Management, Mergers & Acquisitions, Portfolio Management, Finance, Venture Capital, Structured Finance, Investments, Credit
Education
Dominican University 1968 — 1972
MedAssets August 2012 - Present
Thomson Reuters October 2011 - August 2012
Improving Enterprises December 2009 - August 2012
GameStop Corporation December 2009 - October 2011
CROSSMARK August 2008 - December 2009
Bank of America June 2007 - August 2008
Publicis Groupe - NA October 2002 - June 2007
JPMorgan Chase January 2002 - October 2002
Heller Financial, Inc. September 1998 - January 2002
Skills
Agile Methodologies, Process Engineering, SDLC, .NET, Enterprise Architecture, Software Project..., Microsoft SQL Server, Requirements Analysis, SharePoint, Integration, Business Analysis, Scrum, Software Development, SQL, C#, Application Architecture, SOA, ASP.NET, Project Management, TDD, Web Applications, JavaScript, Visual Studio, WCF, IIS, Web Services, ASP.NET MVC, SSIS, Test Driven Development, VB.NET, T-SQL, Enterprise Software, Architecture, Architectures, SSRS, TFS, XML
Education
DePaul University 2002 — 2002
Certificate
Northwestern University 1991 — 1995
Bachelors of Music
CapitalSource June 2010 - Present
Tygris Asset Finance December 2008 - June 2010
RBS Asset Finance April 2004 - December 2008
GE Capital October 2001 - February 2003
Heller Financial, Inc. January 1992 - October 2001
Education
DePaul University
MBA
University of Illinois at Chicago
BS
None Portfolio ManagerEverBankFebruary 2010 - July 2011
Tygris Asset Finance June 2008 - July 2011
Tygris Asset Finance, Inc. (Formerly MarCap) 2008 - July 2011
MarCap Corporation March 2006 - June 2008
GE Healthcare Financial Services December 2004 - March 2006
GE Commercial Finance 2003 - 2006
Heller Financial, Inc. 1988 - 2002
Education
DePaul University 2007 — 2008
CFP, Certified Finanacial Planner
Northwestern University School of Law
JD
GE Real Estate HR GeneralistGE Commercial Finance2001 - Present
General Electric 2001 - Present
Heller Financial, Inc. 2001 - 2001
Education
DePaul University 2004 — 2007
Fox College 1995 — 1996
Certificat, Business
Victor J Andrew High School 1989 — 1993
HS, General
Heller Financial, Inc. April 1995 - September 2000
Katten Muchin Zavis August 1989 - April 1995
The Balcor Company August 1983 - June 1989
Skills
Organizational Design, Strategy, Leadership, Public Speaking, Leadership Development, Coaching, Change Management, Business Strategy, Strategic Planning, Organizational..., Executive Coaching, Team Building, Team Management, Social Networking, Process Improvement, Entrepreneurship, Marketing
Education
University of Chicago Law School 1976 — 1979
J.D.
University of Michigan 1972 — 1976
A.B., English Language & Literature
TelePacific Communications June 2015 - Present
TelePacific Communications June 2014 - June 2015
TelePacific Communications June 2008 - June 2014
The Siegfried Group, LLP October 2004 - April 2008
Paramount Pictures 2006 - 2007
Grobstein Horwath & Co 2001 - 2004
Komex International 2000 - 2001
Fineman West & Co. 1996 - 1999
Heller Financial, Inc. 1993 - 1996
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Auditing, Financial Reporting, Internal Controls, Internal Audit, US GAAP, Financial Accounting
Education
California State University-Northridge
B.S.
FCS Commercial Finance Group April 2012 - Present
Commercial Finance Consulting Services August 2009 - Present
Marquette Business Credit, Inc. January 2005 - August 2009
GE Capital Corporation October 2001 - December 2004
Heller Financial, Inc. September 1999 - October 2001
Farm Credit Leasing Services Corporation June 1997 - September 1999
Education
University of Minnesota - Morris 1993 — 1997
Rovanco Piping Systems, Inc. June 2008 - Present
United Financial of Illinois, Inc. 2003 - 2006
Fleet Capital Leasing, Inc 2000 - 2002
National City Leasing, Inc. 1999 - 2000
Heller Financial, Inc. 1994 - 1999
Citicorp North America 1987 - 1994
Pacificorp Credit, Inc. 1982 - 1987
GE Capital 1975 - 1982
Education
Northern Illinois University 1970 — 1974
Bachelor of Science, Management
IBM April 2006 - Present
GE Capital 2005 - 2006
GE Commercial Finance 2004 - 2006
General Electric 2004 - 2006
Heller Financial, Inc. 1994 - 2000
CIT 1978 - 1992
CIT Group Equipment Finance 1978 - 1991
The CIT Group 1977 - 1991
Education
Ball State University 1968 — 1973
SAP America, Inc. September 2011 - Present
US Bank June 2008 - August 2011
General Electric Company October 2001 - March 2008
Heller Financial, Inc. November 1994 - October 2001
Skills
Cash Flow, SAP, Financial Modeling, Finance, Credit Analysis
Education
Miami University
B.S., Finance
Deutsche Leasing USA, Inc. June 2014 - Present
Deutsche Leasing USA, Inc. 2013 - 2014
Deutsche Leasing USA, Inc. 2008 - 2013
GE Commercial Finance 2000 - 2008
Heller Financial, Inc. 1994 - 2000
MarCap Corporation 1988 - 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MSA, Accountancy
Governors State University
B.A., Psychology
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
Banco Popular ManagerDVI Strategic Partner Group2002 - 2003
HELLER FINANCIAL, INC. 1999 - 2002
PRIME LEASING, INC. 1998 - 1999
NEWCOURT FINANCIAL, INC. 1988 - 1998
Skills
Small Business Lending, Financial Analysis, Loans, Commercial Lending, Credit, Commercial Banking, SBA, Underwriting, Finance, Banking, Loan Origination, Credit Analysis, Risk Management, Asset Based Lending, Portfolio Management, Mortgage Lending, Accounting
Education
Northern Illinois University 1980 — 1984
B.S.
General Electric October 2001 - April 2008
Heller Financial, Inc. 1999 - 2001
Heller Financial, Inc. 1997 - 1999
Sanwa Business Credit Corporation 1995 - 1997
Merrill Lynch Business Financial Services Inc. 1994 - 1995
Merrill Lynch Business Financial Services Inc. 1992 - 1994
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
MBA, Finance
Loyola University Chicago 1986 — 1990
BBA, Finance
PNC Equipment Finance 2005 - Present
Heller Financial, Inc. 1996 - 1999
Sanwa Business Credit Corporation 1990 - 1994
Sanwa Business Crecit Corporation 1986 - 1990
Skills
Commercial Lending, Asset Based Lending, Credit, Portfolio Management, Lease Documentation, Commercial Leasing, Operations Management, Management, Customer-focused, Strategic Improvement, Tactical Planning, Commercial Finance, Financial Structuring, Syndications, Finance, Loans, Risk Management, Funding, Financial Risk, Due Diligence, Banking, Leadership, Credit Risk
Education
DePaul University 1987 — 1991
MBA, Finance
Northern Illinois University 1982 — 1985
Bachelor's degree
Allstate Investments 2002 - 2007
Antares Capital April 2002 - June 2002
Van Kampen Investments 2000 - 2002
harris bank 1995 - 2000
Heller Financial, Inc. 1987 - 1995
Huntington National Bank 1985 - 1987
Stifel, Nicolaus & Company 1982 - 1985
Prudential Capital 1975 - 1982
Lincoln National Life Insurance Company 1973 - 1975
Skills
Financial Modeling, Credit Analysis, LBO, Loans, Leveraged Finance, Syndications, Middle Market, Debt, Structuring, Portfolio Management, Underwriting, Private Placements, Origination, Negotiation, Loan Structuring, Capital Markets, Private Equity, Credit, Financial Structuring, Structured Finance, Loan Origination, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1971 — 1973
MBA, Finance
University of Illinois at Urbana-Champaign 1967 — 1971
BS, Mathematics
Kaiser Permanente October 2007 - Present
Kaiser Permanente IT 2007 - Present
Visa Corporation March 2005 - October 2007
Ofoto, Inc August 2004 - March 2005
Bayer HealthCare June 2003 - August 2004
Aon Private Risk Management January 2002 - December 2002
Heller Financial, Inc September 1997 - December 2001
Leo Burnett September 1992 - September 1997
Skills
Human Resources, Administrative..., Healthcare, Customer Service, Outlook, Project Management, Management, Lotus Notes, Event Planning, Training, Event Management, Process Improvement, Budgets, Administrative...
Education
San Francisco State University 2010 — 2012
No, Certification: Event Planning
Bank of America Merrill Lynch November 2011 - Present
AJL Renewal Partners LLC January 2008 - August 2011
Summit Financial Resources May 2005 - January 2008
AgriCap February 2004 - August 2004
CIT Group/Commercial Services, Inc. December 1999 - May 2003
Heller Financial Inc. September 1989 - December 1999
Education
Humboldt State University
Political Science, emphasis on International Relations
University of Utah
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
City National Bank August 2013 - Present
City National Bank June 2010 - July 2013
West Gate Horizons Advisors September 2005 - August 2008
ING Capital Advisors March 1999 - September 2005
Deustche Bank Securities (f/k/a Bankers Trust Company) August 1993 - March 1999
Heller Financial, Inc. July 1987 - July 1991
Skills
Due Diligence, Credit Analysis, Portfolio Management, Investments, Credit, Valuation, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Credit Risk, Structured Finance, Finance
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachelor of Science, Finance
SoCore Energy February 2013 - Present
Self Employed January 2009 - January 2013
UPC Solar January 2007 - December 2008
Airtricity, Inc. February 2006 - January 2007
Skadden, Arps, Slate, Meagher & Flom LLP September 1998 - December 2005
Heller Financial, Inc. August 1997 - September 1998
Heller Financial, Inc. July 1991 - August 1997
Sidley & Austin September 1987 - July 1991
Delaware Supreme Court August 1986 - August 1987
Skills
Joint Ventures, Renewable Energy, Due Diligence, Project Finance, Private Equity
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MM, Finance, Marketing
Tulane University Law School 1983 — 1986
JD, Law
Wells Fargo September 2015 - Present
GE Capital Real Estate September 2005 - August 2015
GE Capital Real Estate October 2001 - September 2005
Heller Financial, Inc. December 1999 - October 2001
CITI WEST September 1998 - December 1999
GLENDALE FEDERAL BANK /CALIFORNIA FEDERAL BANK August 1993 - September 1998
GLENFED DEVELOPMENT CORP. (A wholly owned subsidiary of Glendale Federal Bank) November 1989 - August 1993
KPMG PEAT MARWICK MAIN & CO. September 1987 - November 1989
Skills
Real Estate Economics, Due Diligence, Disposition, CMBS, Mezzanine, Asset Managment, Investments, Portfolio Management, Commercial Real Estate, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Real Estate Financing, Financial Modeling, Real Estate Due..., Loans, Financial Analysis, Investment Properties, Leases, Property Management, Finance, Credit, Mergers & Acquisitions, Underwriting, Capital Markets, Asset Management, Financial Structuring, Structured Finance, Dispositions
Education
California State University-Los Angeles 1983 — 1987
Bachelor's Degree, Business Amdmistration, Accounting
National Finance Associates, LLC July 2006 - Present
JPMorgan Chase June 2005 - July 2006
Merrill Lynch February 2001 - June 2005
LincCapital 1998 - 2001
Sanwa Business Credit 1995 - 1998
Heller Financial, Inc. 1985 - 1995
Education
University of Phoenix 2011 — 2012
Master of Business Administration (MBA), Finance
Wells Fargo Equipment Finance Credit ManagerGE Capital CorporationOctober 2001 - June 2003
Heller Financial, Inc. April 1993 - October 2001
Pitney Bowes Credit Corporation June 1990 - April 1993
GE Capital Corporation December 1985 - June 1990
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance
University of Minnesota - Carlson School of Management 1978 — 1982
BSB, Finance
Callide Technical, Inc. April 2008 - Present
Brassfield Communications July 2004 - February 2008
Heller Financial, Inc 1971 - 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1964 — 1968
BS, Accounting
New Trier High School, Winnetka, IL
Chase April 2013 - Present
TMC Financing November 2010 - April 2013
East West Bank January 2010 - May 2010
East West Bank (formerly United Commercial Bank) March 2009 - January 2010
United Commercial Bank January 2006 - March 2009
United Commercial Bank January 2002 - January 2005
United Commercial Bank September 2000 - December 2001
Bank of the Orient January 1999 - September 2000
HELLER FINANCIAL, INC January 1997 - January 1998
FORD MOTOR CREDIT CO January 1995 - January 1997
Skills
Underwriting, Credit, Loans, Banking, Small Business Lending, Valuation, Cash Flow, Real Estate, Financial Analysis, Due Diligence, Credit Analysis, Asset Management, Portfolio Management, Risk Management, Commercial Banking, Customer Relations, Negotiation, Financial Reporting, Commercial Lending, Compliance, Debt, Strategic Planning, Excel, Risk, Microsoft Office, Credit Risk, Problem Solving, Analysis, Loan Structuring, Word, Team Building, Mortgage Lending, Mortgage, Real Estate Finance, Real Estate Financing, Salesforce, Box
Education
Central Michigan University
Bachelor of Science, Business Administration; Organizational Administration
Carlson Dash, LLC August 2014 - Present
Mason Law LLC July 2013 - August 2014
Ginsberg Jacobs LLC February 2010 - July 2013
Perkins Coie LLP March 2006 - February 2010
Kaye Scholer LLP 2001 - 2006
Sanwa Business Credit Corporation 1988 - 1999
Heller Financial Inc 1986 - 1988
Skills
Commercial Litigation, Bankruptcy, Asset Based Lending, Loans, Real Estate, Legal Writing, Creditors' Rights, Foreclosures, Appeals, Corporate Law, Commercial Real Estate, Litigation, Commercial Finance, Joint Ventures, Business Transactions, Arbitration, Mergers & Acquisitions, Due Diligence
Education
Drake University Law School 1978 — 1981
J.D., Law
University of Wisconsin-Milwaukee 1974 — 1978
B.A., Journalism
HS & ASSOCIATES 1999 - Present
Citicorp Securities, Inc. January 1997 - December 1998
The Geneva Companies 1994 - 1996
Cruttenden & Company 1992 - 1994
Heller Financial, Inc. 1989 - 1992
Wells Fargo 1982 - 1989
Skills
Mergers, Finance, Business Development, Banking, Negotiation, Financial Services, Strategy, Acquisitions, Business Modeling, Brokers, Structures, Private Equity, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Private Placements, Asset Managment, Financial Modeling, Mergers & Acquisitions, Restructuring, Financial Analysis, Leadership, Management, Equities, Business Strategy, Financial Structuring, Mutual Funds, Investment Management, Executive Management, Corporate Development, Real Estate, Funding, Portfolio Management, Alternative Investments, Leveraged Finance, Start-ups, Investment Banking, Entrepreneurship, Business Valuation, IPO, Capital Markets
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1982
MA, Management
Fordham University
B.S.B.A., Finance/Marketing
Bank of America Merrill Lynch 1993 - Present
Heller Financial, Inc 1989 - 1993
Wells Fargo Bank 1984 - 1989
Skills
Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit, Credit Risk
Education
Wabash College 1984 — 1989
Bachelor of Arts (B.A.), Physics
Thunderbird School of Global Management 1981 — 1982
MIM, Banking and Finance
Drake University 1979 — 1980
Master of Business Administration (MBA), Banking and Financial Support Services
The Bancorp Bank 2012 - Present
LaSalle Bank 2006 - 2009
Heller Financial, Inc. January 1996 - June 2001
Heller Financial, Inc. May 1989 - January 1996
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Loan Origination, Banking, Mortgage Banking, Commercial Banking, Consumer Lending, Small Business Lending, Refinance, Retail Banking, FHA, Underwriting
Education
Northwood University
Bachelors, Business Management
Paynet, Inc May 2005 - Present
Panasonic January 2001 - April 2005
Heller Financial, Inc December 1999 - January 2001
Intercontinental Supply, Inc December 1998 - December 1999
Skills
.NET, HTML, Microsoft SQL Server, SQL, Programming, Databases, Windows, Java, Architecture, C#, C++, XML, JavaScript, Web Services, ASP.NET, Software Development, C, Python, Perl, SharePoint, Microsoft Project, SSIS, Visual C++, InfoLease, Integration, Architectures, SDLC, Database Design, MS Project
Education
Loyola University Chicago 1997 — 2000
BS, computer science, Cum Laude
Citi Credit Opportunities August 2013 - Present
Macquarie Corporate & Asset Finance April 2012 - August 2013
FrontPoint Partners October 2010 - January 2012
Dymas Capital Management April 2002 - January 2009
Heller Financial, Inc. August 1990 - April 2002
Education
Loras College 1984 — 1988
BANK LEUMI USA January 2000 - Present
OUTSOURCE MARKETING ASSOCIATES, INC 1999 - 2000
HELLER FINANCIAL, INC 1996 - 1999
Republic National Bank 1994 - 1996
National Westiminster Bank USA 1992 - 1994
National Westiminster Bank USA 1990 - 1992
National Westiminster Bank USA 1986 - 1990
National Westiminster Bank USA 1985 - 1986
National Westiminster Bank USA 1981 - 1985
National Westiminster Bank USA 1980 - 1981
Education
Adelphi University
MBA, Management; Human Resources Management
SUNY at Buffalo 1972 — 1976
B.A., Speech Communications
BWAY Corporation January 2015 - Present
TransUnion September 2007 - September 2012
TransUnion October 2005 - August 2007
Advocate Home Health Services 2004 - 2005
Learning Curve International, RC2 Brands March 2002 - July 2003
Heller Financial May 1999 - February 2002
Finova Capital Corporation September 1997 - April 1999
Finova Capital Corporation April 1997 - August 1997
Heller Financial, Inc. / GE Capital Corp April 1995 - March 1997
Heller Financial, Inc. April 1994 - March 1995
Skills
Business Analysis, Process Improvement, Strategic Planning, Change Management, Risk Management, Account Reconciliation, Forecasting, Auditing, Finance, Portfolio Management, Team Building, Accounts Payable, Project Management, Financial Analysis, Healthcare, Management, Leadership, Analysis
Education
Loyola University of Chicago 1991 — 1994
Master of Business Administration (M.B.A.), Finance
Illinois State University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Banc of America Leasing, Subsidiary of Bank of America 2009 - 2012
GRANDBRIDGE REAL ESTATE CAPITAL, Subsidiary of BB&T 2005 - 2008
GE COMMERCIAL FINANCE, BUSINESS PROPERTY 1999 - 2005
ICON FUNDING CORP 1998 - 1999
NATIONSCREDIT COMMERCIAL CORPORATION 1996 - 1998
HELLER FINANCIAL, INC 1992 - 1996
CHRYSLER CAPITAL CORPORATION 1986 - 1992
Skills
Finance, Banking
Education
Eastern Michigan University
MBA, Finance
Michigan State University
BA, Marketing
BBVA Compass November 2010 - Present
ORIX Corporation May 2004 - June 2009
GulfStar Group August 2001 - May 2004
Heller Financial, Inc. October 1997 - August 2001
Banque Paribas October 1994 - October 1997
GE Capital October 1991 - October 1994
Bank One Texas (formerly MBank Dallas) June 1980 - October 1991
Skills
Portfolio Management, Private Equity, Leveraged Finance, Risk Management, Investments, Credit, Investment Banking, Strategy, Loans, Equities, Mergers & Acquisitions, Finance, Banking, Financial Modeling, Due Diligence
Education
Southern Methodist University 1976 — 1980
BBA-Finance; BA-Economics