Key Equipment Finance
Industry: Company
DescriptionHeadquarters: Cleveland, Ohio, United States Founded: 1973 Parent organization: KeyBank Subsidiary: First Sierra Receivables III, Inc.
Key Equipment Finance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Key Equipment Finance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Key Equipment Finance Salaries. You can even request information on how much does Key Equipment Finance pay if you want to. Learn about salaries, pros and cons of working for Key Equipment Finance directly from the past employees.
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Key Equipment Finance Employees
Charles Schwab June 2013 - Present
ALPS Fund Services, Inc. September 2011 - June 2013
Intuit October 2010 - September 2011
Hanger Orthopedic Group April 2009 - May 2010
Key Equipment Finance March 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Investments, Finance, Financial Modeling, Accounting, Social Media, Series 63, Research, Corporate Finance, Event Planning, Sales, Forecasting, Budgets, Public Speaking, Outlook
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Nordstrom December 2014 - Present
Key Equipment Finance August 2013 - April 2014
Urban Lending Solutions July 2012 - August 2013
Key Equipment Finance October 2011 - June 2012
Farrell-Roeh Group September 2010 - July 2011
Skills
Analysis, Subordinations, Financial Risk, Financial Analysis, Equipment Loans, Mortgage Banking, Loan Servicing, Title Insurance, Financial Reporting, Legal Documents, Legal Translation, Credit Analysis, Titles, Customer Service, Sales, Software Documentation, Public Speaking, Microsoft Office, Microsoft Excel, Management, Marketing, Leadership, Finance, PowerPoint, Microsoft Word, Social Media, Time Management, Team Building
Education
Colorado State University - Global Campus 2011 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
Colorado State University 2007 — 2010
Bachelor of Science (B.S.), Construction Management, Sophomore/Junior
University of Denver - Daniels College of Business 2006 — 2007
Bachelor of Science (B.S.) in Business Administration, Hospitality Administration/Management, Freshman
Regis Jesuit High School 2002 — 2006
College Preparatory Education
ARC Document Solutions August 1995 - Present
Society for Marketing Professional Services (SMPS) June 2013 - July 2015
Verizon Wireless May 2009 - July 2012
Verizon Wireless Customer Financial Services COOS 2009 - 2012
Emerald Queen Casino March 2007 - February 2009
Sprint Nextel 2006 - 2007
University of Puget Sound 2003 - 2006
American Reprographics Company 1995 - 2003
Key Equipment Finance 2000 - 2002
Xerox Corporation 1986 - 1990
Skills
Sales Management, Consultative Selling, Team Leadership, Account Management, Customer Satisfaction, Consultative Selling,..., Direct Sales, Selling, Management, Retail, Vendor Management, Cross-functional Team..., Solution Selling, Inventory Management, B2B, Customer Retention, Sales, Marketing, Customer Service, Leadership, New Business Development, Sales Operations, Process Improvement, Analysis, Logistics, Product Marketing, Project Management, Cold Calling, Negotiation, Project Planning, Program Management, Purchasing, Budgets, CRM, Telecommunications, E-commerce, Contract Negotiation, Product Management, Call Centers, Training, SaaS, Cloud Computing, Mobile Devices, Sales Process, Wireless, Salesforce.com, Time Management, Networking, Strategy, Troubleshooting
Education
University of Puget Sound
Bachelor of arts, Business administration - Management and Marketing, Graduated with Honors in Business Administration
Central Washington University 2012 — 2014
Certification: Career & Technical Education - Business, CTE Education - Business, Marketing, Sales Operations, Management
Central Washington University 2012 — 2014
Master of Science (MS) in progress, Two Year CTE Certification Program completed 2014
Key Equipment Finance March 2013 - Present
BTMU Capital Corporation March 2002 - March 2012
BTMU Capital Corporation November 1994 - February 2002
BTMU Capital Corporation May 1993 - October 1994
Gould Shawmut Inc. July 1986 - August 1991
Skills
Structured Finance, Debt, Origination, Capital Markets, Corporate Finance, Direct Sales, Capital Equipment, Credit Analysis, Risk Assessment, Rail, Business Strategy, New Business Development, Commercial Leasing, Strategy, Valuation, Loan Origination, Financial Structuring, Financial Analysis, Banking
Education
Boston University - School of Management 1991 — 1993
Master of Business Administration
Providence College 1982 — 1986
Bachelor of Arts, Economics
Saint Thomas Aquinas HS 1980 — 1982
BMO Financial Group January 2014 - Present
Huntington Equipment Finance November 2010 - December 2013
Key Equipment Finance December 1987 - November 2010
Skills
Commercial Lending, Loans, Syndications, Asset Based Lending, Portfolio Management, Finance, Sales, Credit Analysis, Business Development, Financial Services, Credit, Financial Analysis, Asset Management, Banking, Capital Markets, Commercial Banking, Corporate Finance, Credit Risk, Financial Modeling, Financial Structuring, Insurance, Investments, Relationship Management, Leadership, Risk Management, Small Business Lending, Structured Finance, Valuation
Education
Framingham State College 1981 — 1983
B.A. Economics, Economics
Drew University 1979 — 1981
Cushing Academy 1977 — 1978
Needham High School 1975 — 1977
Brand YOU Local Media Group January 2010 - Present
Coffee News of Tarrant County & North Texas May 2008 - Present
JTA Enterprises LLC January 2006 - Present
GE Real Estate 2007 - 2008
Key Equipment Finance May 2005 - November 2007
Wells Fargo Financial Leasing November 2003 - May 2005
GE Fleet 2001 - 2003
GE Capital 1993 - 2001
Skills
Marketing Strategy, Reputation Marketing, Online Video Marketing, Online Video Strategy, Online Video Production, Lead Generation, SEO, Mobile Marketing, Email Marketing, Integrated Marketing, Local Search, Local Search Engine..., Advertising, Marketing, Entrepreneurship, SEM, Sales, Business Development, Online Marketing, Social Media Marketing, Website Development, Local Marketing, Local Advertising, PPC, Google Adwords, B2B Marketing, B2B, Advertising Sales, Public Speaking, Online Reputation..., Google Analytics, CRM, Product Marketing, Strategic Partnerships, Publishing, Marketing Management, New Business Development, Small Business
Education
Angelo State University
BBA, Marketing
ReEnergy Holdings LLC September 2009 - Present
General Electric December 2007 - September 2009
Energy Answers LLC May 2007 - December 2007
Key Equipment Finance 1995 - 2007
Skills
Accounting, General Ledger, Forecasting, Financial Analysis, Financial Reporting, Accounts Payable, Financial Accounting, QuickBooks, Accounts Receivable, Budgets, Payroll, Management, Revenue Recognition, Financial Modeling, Internal Controls, Auditing, GAAP, Process Improvement, Internal Audit, Strategic Planning, Financial Statements
Education
Georgetown University 1983 — 1987
Bachelor of Science in Business Administration, Accounting
Celtic Consulting Services, Inc. February 2009 - Present
Key Equipment Finance 2001 - 2005
Key Equipment Finance Canada Ltd. 2001 - 2005
Fleet Capital Leasing 1988 - 1992
Skills
Retirement Planning, Estate Planning, Investments, Budgeting, Risk Management, Asset, Financial Planning, Asset Management, Portfolio Management, Wealth Management, Financial Analysis, Employee Benefits, Chartered Finacial...
Education
Arizona State University 1972 — 1975
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1969 — 1972
Bachelor, Accounting
Juniper Networks March 2014 - Present
THANASI Foods April 2011 - February 2014
Key Equipment Finance 2002 - 2008
Pinnacle West Capital Corporation 1997 - 2002
FINOVA Capital Corporation 1992 - 1997
Skills
Forecasting, Management, Leadership, Budgets, Process Improvement, Financial Modeling, Finance, CRM, Program Management, Strategic Planning, Mergers & Acquisitions, Sales, Accounting, Negotiation, Management Consulting, Customer Service, Analysis, Mergers, Credit, Cash Management, Financial Analysis, Strategic Financial..., Risk Management, Cross-functional Team..., Internal Audit, Customer Satisfaction, Financial Reporting, Sales Management, Equipment Leasing, Operations Management, Pricing, Business Planning
Education
Fairleigh Dickinson University
MBA
BBVA Compass Equipment Finance February 2013 - Present
LifeSpan Technology Asset Management March 2011 - February 2013
Somerset Asset Services September 2008 - March 2011
RBS Asset Finance 2005 - 2007
Heller Financial 1998 - 2001
NationsCredit Commercial Corp 1996 - 1998
GE Capital VFS 1995 - 1996
Key Equipment Finance 1989 - 1995
Skills
Asset Management..., Policies/Procedures/Proc..., Documentation and lease..., Selling structured..., Creating portfolio..., Asset Managment, Portfolio Management, Leases, Financial Structuring, Structured Finance, Selling, Management, Leadership, Capital Markets, Finance, Networking, Negotiation, Equipment Management, Business Development, Sales Management, Banking, Sales, New Business Development, Business Strategy, Team Leadership, Strategic Partnerships, Sales Process, Solution Selling, Account Management, Marketing, Contract Negotiation, Forecasting, Capital Equipment, Drafting Policies, Procedure Development, Document Drafting, Team Management, Lease Negotiations, Lease Options, Lease Documentation, Asset Management, Risk Management, Due Diligence, Business Process..., Commercial Lending, Pricing, Asset Based Lending, Executive Management, Relationship Management, Financial Services
Education
Augsburg College 1977 — 1981
B.A., Political Science
St. Louis Park High School 1974 — 1977
Diploma, Genreal
Wells Fargo June 2014 - Present
KeyBank September 2010 - June 2014
Key Equipment Finance May 2002 - September 2010
HSBC April 2000 - July 2001
Skills
Financial Analysis, Financial Planning &..., Financial Modeling, Pricing Analysis, Finance, Pricing, Project Planning, Forecasting
Education
University of Colorado at Boulder 2001 — 2003
Master of Business Administration (MBA), Finance
Chulalongkorn Mahawitthayalai 1996 — 2000
Bachelor of Business Administration (BBA), International Business
SquareTwo Financial May 2014 - Present
J. A. Fellows and Associates February 2014 - Present
Key Equipment Finance February 2004 - October 2013
Key Equipment Finance April 1999 - February 2004
Republic Financial Corporation March 1996 - March 1999
Office of the Comptroller of the Currency 1989 - 1996
Skills
Executive Management, Risk Management, Leadership Development, Portfolio Management, Mergers & Acquisitions, Finance, Credit, Financial Analysis, Credit Risk, Budgets, Funding, Commercial Banking, Relationship Management, Financial Risk, Financial Services, Asset Management, Credit Analysis, Loans, Commercial Lending, Underwriting, Leadership, Due Diligence, Capital Markets, Negotiation, Global Cross-Functional..., Mortgage Lending, Consumer Lending, Financial Modeling, Mergers, Structured Finance, Banking, Corporate Finance, Management Consulting, Asset Based Lending, Financial Structuring, Project Finance, Compliance Program..., Management, Strategic Planning
Education
University of Colorado at Boulder
Bachelor of Science (B.S.)
London School of Business and Finance
International Finance and Politics
The Leadership Investment, Leadership Ascent Program 2012 — 2013
International Association of Administrative Professionals July 2009 - Present
QCE LLC (Quiznos) August 2013 - January 2015
RK Mechanical August 2011 - January 2013
Medtronic Navigation July 2009 - June 2011
Key Equipment Finance December 2007 - December 2008
Home Buyers Warranty August 1998 - March 2007
Skills
Administrative..., Leadership, Management, Outlook, Project Planning, Training, Budgets, Event Planning, Strategic Planning, Office Management, Microsoft Office, Process Scheduler, Sales, Project Coordination, Data Analysis, Microsoft Excel, Software Documentation, Calendaring, Employee Relations, Human Resources, Vendor Management, Time Management, Contract Management, Teamwork, CRM, SharePoint, Salesforce.com..., Legal Compliance
Education
Cornell University
MSILR, Human Resources
Pace University
BBA, Marketing
G.N. Johnston Equipment Co. Ltd. September 2013 - Present
De Lage Landen January 2009 - January 2012
Key Equipment Finance Canada Ltd. March 1999 - November 2008
Key Equipment Finance 1998 - 2008
Pitney Bowes Leasing February 1995 - March 1999
Skills
Portfolio Management, Banking, Management, Financial Risk, Credit Risk, Credit Analysis, Financial Analysis, Risk Management, Credit, Contract Negotiation, Sales, Customer Service, Loans, Leadership, Marketing, Business Development, Account Management, Sales Management
Education
Georgian College 1991 — 1994
Oracle March 2015 - Present
Johnson Controls August 2010 - March 2015
Piedmont Air Conditioning June 2009 - August 2010
Adkins, Denton & Stafkey, LLC May 2007 - February 2009
Capitol Broadcasting October 2005 - June 2006
Wild Dunes Resort October 2004 - August 2005
Key Equipment Finance February 2004 - August 2004
madison square garden 2002 - 2002
Skills
Troubleshooting, HVAC Controls, Inventory Management, Air Conditioning, Refrigeration, Heating, Management, Program Management, Pneumatics, Building Management..., Preventive Maintenance, Maintenance & Repair, Electricians, Automation, Budgets, Customer Service, Sales
Education
Wake Technical Community College 2008 — 2010
Associates, HVACR
Appalachian State University 1999 — 2003
BSBA, Marketing
Key Equipment Finance November 2007 - Present
Key Equipment Finance October 2007 - Present
Key Equipment Finance November 2010 - November 2011
CTA Integrated Communications March 2005 - October 2007
Robert Half International September 2003 - March 2005
OfficeTeam September 2003 - March 2005
Accountemps September 2003 - March 2005
American Family Insurance August 2002 - September 2003
Skills
Leadership, Selling Skills, Sales, Training, Recruiting, Marketing, Business Development, Green Initiatives, Employee Wellness..., Sustainability, Leading Positive Change, Customer Service, Communication Skills, Management, Process Improvement, Risk Management
Education
Fairview High School 2004 — 2008
Colorado State University 1998 — 2002
Bachelor of Science, Human Development & Family Studies
Key Equipment Finance 2014 - Present
Key Equipment Finance 2010 - 2013
Key Equipment Finance 2007 - 2010
Reed Group 2004 - 2007
Thomson Financial 2000 - 2004
Skills
New Business Development, Financial Analysis, Sales, Negotiation, Training, Strategic Planning, Sales Management, Pricing, Business Strategy, Business Analysis, Data Analysis, Leadership, Six Sigma, Lean Tools, Finance, Management, Banking
Education
Elmira College 1996 — 2000
BA, Marketing and Finance, 3.7 GPA
Anthem, Inc. October 2013 - Present
Adams 12 Five Star Schools March 2011 - October 2013
Key Equipment Finance March 2007 - August 2010
Holy Family HIgh School August 2001 - June 2002
William M. Mercer January 1995 - July 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Public Speaking, Teamwork, Accounting, Analysis, Finance, Statistics, Access, Data Analysis, Time Management, General Ledger
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management with Accounting emphasis, 3.98 GPA
University of Colorado Boulder
Bachelor of Arts (BA), Mathematics, 3.7 GPA
Colorado State University
Mathematics
Front Range Community College
Biology, General, 4.0 GPA
Front Range Community College
Chemistry, 4.0 GPA
NEC Financial Services, LLC 2004 - 2015
American Express Business Finance 2003 - 2004
Key Equipment Finance 1999 - 2001
De Lage Landen/Tokai Financial Services 1986 - 1998
Skills
Sales Management, Solution Selling, New Business Development, Account Management, Sales, Key Account Management, Business Development, Negotiation, Contract Negotiation, Strategic Planning, Direct Sales, Telecommunications, Selling, Sales Process, Salesforce.com, Managed Services, Sales Operations, Credit, B2B, Cold Calling, Strategic Partnerships, Channel Partners, Sales Presentations, CRM, SaaS
Education
University of Utah
Organizational Communication
Dixie State University
Finance
Key Equipment Finance August 1999 - Present
Norwest Equipment Finance August 1994 - 1999
Barclays Bank August 1987 - August 1994
GE Capital August 1982 - August 1987
Skills
Commercial Lending, Sales Management, Finance, Negotiation, New Business Development, Credit Analysis, Portfolio Management, Banking, Credit, Financial Analysis, Sales, Relationship Management
Education
Emory University - Goizueta Business School 1980 — 1982
MBA, Finance & Marketing
Ohio Wesleyan University 1976 — 1980
BA, Humanities
Phillips Academy Andover 1973 — 1976
HS
Financial Services Professional October 2009 - Present
TCF Equipment Finance February 2009 - October 2009
Popular Finance June 2007 - February 2009
Key Equipment Finance February 2002 - June 2007
GE Capital February 1999 - February 2002
AT&T Capital 1991 - 1997
AT&T Capital 1991 - 1997
Datronic Rental Corporation 1989 - 1991
Datronic Rental 1989 - 1991
Skills
Asset Based Lending, Account Management, Banking, Business Development, Commercial Lending, Credit, Credit Analysis, Customer Service, Finance, Financial Services, Leadership, Loans, Financial Analysis, Management, Negotiation, New Business Development, Sales Management, Selling Skills
Education
Benedictine University 1986 — 1988
bachelors, business
College of DuPage 1983 — 1986
Benet Academy 1979 — 1983
Diploma, 9-12
Better Homes and Gardens, Gary Greene, Realtors January 2009 - Present
Key Equipment Finance January 2005 - October 2008
Key Equipment Finance January 1998 - January 2005
AT&T Capital 1987 - 1998
Skills
Operations Management, Performance Management, Performance Improvement, Change Management, Business Planning, Credit, Collections, Customer Service, Program Management, Sales Process, Organizational..., Contract Negotiation, Project Management, Process Improvement, Strategic Planning, Risk Management, Banking, Sales, Leadership, Finance, Management, Real Estate, Selling, CRM, Training, Mergers & Acquisitions, Team Building, Negotiation, Business Strategy, Team Leadership, Due Diligence, Human Resources, Portfolio Management, Start-ups, Financial Analysis, Loans, Investment Properties, Investments, Business Development, Leases, Mortgage Lending
Education
Bethany College
B.A, Social Sciences
Champions School of Real Estate
Residential Real Estate Sales
Fifth Third Bank August 2009 - Present
Key Equipment Finance June 2004 - August 2009
The CIT Group 2000 - 2004
American Express 1998 - 2000
AT&T Capital 1994 - 1998
Skills
Credit, Risk Management, Finance, Loans, Portfolio Management, Financial Services, Commercial Lending, Credit Risk, Credit Analysis, Commercial Banking, Financial Analysis, Banking, Financial Risk, Small Business Lending
Education
Fairleigh Dickinson University 1992 — 1998
Bachelor of Science, Economics & Finance
North Central College 1990 — 1992
N/A January 2009 - Present
Key National Finance June 2005 - December 2008
Key Equipment Finance June 2005 - April 2007
Alem International Management May 2003 - June 2005
Education
Emory University School of Law 2000 — 2003
University of Colorado Boulder 1996 — 2000
BA, Molecular Biology & Biochemistry
Key Equipment Finance August 2014 - Present
Key Equipment Finance March 2009 - July 2014
Key Equipment Finance 2007 - 2009
American Cabinet & Flooring, Inc. 2005 - 2007
Skills
Customer Service, Interior Design, Space Planning, Interiors, Remarketing, Lotus Notes, Leases, Sametime, Email Encryption, Android, Marketing, Space-planning, Accounts Payable, Portfolio Management, Customer Satisfaction, Accounts Receivable, Outlook, Loans, Accounting, Invoicing, Banking, Microsoft Excel, Space planning, Training, Microsoft Office, Sales, Finance, CRM, Time Management, Process Improvement, Software Documentation, Leadership, Account Management, Sales Management, Call Centers, PowerPoint, Management, Team Building, Forecasting, Credit, New Business Development, Team Leadership, Sales Process, Salesforce.com, Microsoft Word, Negotiation, Contract Negotiation, Direct Sales, Selling, Project Management
Education
Brooks College 2000 — 2002
Assoc of Art, Interior Design
Avid Marketing Group September 2014 - Present
Travelers June 2014 - September 2014
Her Campus February 2012 - May 2014
Key Equipment Finance August 2013 - April 2014
Belltower Books April 2013 - June 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, Marketing Communications, Event Planning, Research, Twitter, Product Marketing, Entrepreneurship, Psychology, Journalism, Blogging, Spanish
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Marketing
Berlin High School 2006 — 2010
High School Diploma
Port Authority of NY & NJ June 2014 - Present
Port Authority of NY & NJ August 2013 - June 2014
Port Authority of NY & NJ August 2008 - August 2013
Group Financial Services March 2006 - March 2008
Key Equipment Finance July 2005 - February 2006
Hewlett-Packard Financial Services April 2004 - June 2005
Premier Personnel Group September 2003 - May 2004
TMP Worldwide June 2000 - August 2001
Empire Blue Cross Blue Shield June 1999 - May 2000
Drew University September 1997 - May 2000
Skills
Customer Service, Negotiation, Production Art, Budgets, Analysis, Strategic Planning, Marketing, Project Management, Management, Process Improvement, Contract Management, Vendor Management, Leadership, Microsoft Excel, Contract Negotiation, Outlook, System Administration, Training, Microsoft Word, PowerPoint, Insurance, Microsoft Office, Coaching, Procurement, Strategy, Accounting, Program Management, Research, Government, Policy, Data Analysis, Team Building
Education
Pratt Institute 2001 — 2003
Certified, Electronic Imaging & Illustration
Drew University 1996 — 2000
BA, Psychology
St. Peter's Prep 1992 — 1996
Siemens Healthcare February 2014 - Present
Key Equipment Finance 2012 - February 2014
Boart Longyear (LeaseAccelerator) 2011 - 2012
Life Technologies (Applied Biosystems) 2007 - 2011
Nortel (Enterprise Networks) 2005 - 2007
AkzoNobel 2004 - 2005
Georgetown University's McDonough School of Business 2002 - 2004
Mitel (First Asset Finance) 2000 - 2002
CIT Group 1997 - 2000
ING Lease UK Limited 1995 - 1997
Education
Georgetown University 2002 — 2004
Honors Certificate, International Business Diplomacy (Walsh School of Foreign Service)
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Strategy & Corporate Finance
London Business School 1997 — 1998
Certificate, Corporate Finance Evening Programme
Durham University 1988 — 1990
MA, European Politics & History
College of the Holy Cross 1983 — 1987
BA, History
Key Equipment Finance August 2011 - Present
Key Bank April 2009 - August 2011
Key Bank July 2003 - December 2008
CTG December 1999 - July 2003
CTG April 1998 - December 1999
CTG April 1996 - April 1998
CTG August 1987 - April 1996
Nationwide Life Insurance Company of America June 1983 - August 1987
Skills
Business Intelligence, Cognos, Business Intelligence..., Management, Data Warehousing, SDLC, ETL, Business Analysis, Solution Selling, Strategy, Data Modeling, SQL, Enterprise Architecture, IT Strategy, Agile Methodologies, DB2, Vendor Management, Software Project..., Enterprise Software, Business Objects, Information Systems, Leadership
Education
Drexel University 1981 — 1986
Bachelor of Science, Computer Science
Key Equipment Finance August 2015 - Present
GE Capital March 2011 - July 2015
GE Capital June 2010 - August 2011
Tiger Leasing January 2009 - January 2010
GE Capital April 2004 - June 2008
General Electric 2004 - 2008
Skills
Credit, Finance, Asset Based Lending, Sales Operations, Loans, Capital & Expense..., Credit Analysis, Commercial Lending, Marketing, Portfolio Management, Relationship Management, Credit Risk, Sales, Underwriting, Management, Financial Services, Corporate Finance
Education
UCONN 2010 — 2013
Master of Business Administration (MBA), Finance, General
Gettysburg College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Tilton 1995 — 1996
Bank of the West January 2006 - Present
Bank of the West January 2001 - January 2006
Key Equipment Finance February 1997 - January 2001
Safeco Credit February 1995 - February 1997
Skills
Commercial Lending, Budgets, Finance, Credit, Small Business Lending, Asset Based Lending, Loans, Banking, Credit Analysis, Commercial Banking, Credit Risk, Lines Of Credit, Portfolio Management, Treasury Management, Loan Origination, Cash Management, Financial Structuring, Structured Finance, Underwriting
Education
Brigham Young University 1986 — 1988
MBA, Finance
Academy School District 20 September 2010 - Present
CH2M Hill Inc February 2008 - September 2008
Intel Corp March 2002 - November 2002
Key Equipment Finance January 2001 - March 2002
Key Equipment Finance January 2001 - March 2002
Rakita Physical Therapy April 1999 - December 2000
US Air Force November 1992 - February 1997
Skills
Training, Customer Service, Program Management, Team Building
Education
University of Colorado Boulder 2009 — 2010
Certification, Speech and Language Pathology
Fort Lewis College 1997 — 2000
BA, Business Management and Psychology - Child Developement
Fort Lewis College
Business Management; Psychology, Child Development Emphasis
Public Health Technical School
University of Colorado at
Microsoft October 2008 - Present
Key Equipment Finance May 2005 - 2008
Key Equipment Finance 2005 - 2008
GE Commercial Finance 2003 - 2004
The Bank of New York 1994 - 2003
Education
University of Colorado Denver 1990 — 1993
MS, Accounting
Colorado State University 1976 — 1980
BS, Business
Bridge Capital Leasing, Inc. a BankUnited Company January 2013 - Present
ATEL Leasing Corporation October 2006 - December 2012
Kalakane Capital, LLC October 2006 - December 2012
Key Equipment Finance July 2003 - May 2006
CitiCapital Commercial Corporation September 2001 - July 2003
Associates Commercial Corporation October 1996 - September 2001
Skills
Asset Based Lending, Capital Markets, Credit Analysis, Syndications, Commercial Lending, Financial Analysis, Financial Structuring, Securitization, Loans, Structured Finance, Funding, Credit, Portfolio Management, Corporate Finance, Loan Origination, Underwriting, Finance, Commercial Banking, Banking, Credit Risk
Education
Ferris State University 1993 — 1996
Bachelors, Finance & Business Administration
Regions Financial Corporation November 2004 - Present
Key Equipment Finance 1989 - 2002
KeyBank January 1983 - March 1989
Skills
Leasing, Commercial Banking, Commercial Lending, Asset Based Lending, Lines Of Credit, Finance, Small Business Lending, Credit Analysis, Commercial Mortgages, Loan Origination, Loans, SBA, Treasury Management, Consumer Lending, Banking
Education
Indiana University-Purdue University Fort Wayne (IPFW) 1976 — 1981
Bachelor of Science (BS), Finance and Financial Management Services
S&P Dow Jones Indices August 2015 - Present
MSCI Inc. January 2013 - July 2015
MSCI Inc. August 2011 - December 2012
Ziegler June 2010 - January 2011
Ziegler December 2008 - June 2010
Ziegler June 2008 - December 2008
Volvo Financial Services February 2006 - August 2007
Key Equipment Finance November 2002 - February 2006
Skills
Business Development, Investments, Asset Allocation, Business Relationship..., Risk Management, Prospects, Prospect Research, Equities, Fixed Income, Alternative Investments, Territory Planning, Business Strategy, New Business Development, Marketing Communications, Word, Excel, PowerPoint, Stress Testing, VAR, Portfolio Strategy, Portfolio Optimization, Investment Strategies, Profit & Loss Management, CFA, MBA, MBA Finance, Financial Analysis, Financial Sector, Portfolio Management, Microsoft Excel, Investment Banking, Valuation, Leadership, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA, Finance
Miami University 1998 — 2002
Bachelor, Finance, MIS
Self Employed 2012 - Present
Key Equipment Finance 2005 - 2012
Dun & Bradstreet 2001 - 2005
Old Kent Leasing Services Corp. (acquired by Fifth Third Bank) 2000 - 2001
GE Capital 1999 - 2000
American Business Leasing 1997 - 1999
Advanta Business Services Inc. 1994 - 1997
Bell Atlantic Integrated Systems 1992 - 1994
DeLage Landen (f/k/a Tokai Financial Services) 1985 - 1992
Skills
Consulting: Internal..., Credit Scoring and..., Systems Selection and..., Third Party Commercial..., Regulatory Compliance, Performance Forecasting, Profit and Loss..., Policy Development, Risk /Collections..., Due Diligence, Credit Scoring, Policy, Due Diligence
Education
Albertus Magnus College
BA, Economics
Villanova University
MBA
University of Pennsylvania
Dynamics of Organizations
Target August 2014 - Present
Semi-Retired November 2011 - Present
Image Bodybuilding August 2012 - August 2014
24 Hour Fitness July 2012 - January 2014
Key Equipment Finance April 2007 - November 2011
Kaiser Permanente's Center for Complementary Medicine June 2005 - February 2007
Target March 2005 - May 2006
Intrado, Incorporated April 1997 - October 2004
CareerTrack Incorporated October 1990 - April 1997
Boulder Valley Eye Center April 1985 - October 1990
Skills
Customer Service, Microsoft Office, Excel, Customer Relations, Word, Problem Solving, Administration, Writing, Research, Public Speaking, Team Leadership, Microsoft Excel, Microsoft Word, Training, Office Management
Education
Front Range Community College 1985 — 1986
Associate of Arts, Mathematics
Des Moines Area Community College 1976 — 1982
Mathematics, 3.4
Joliet Junior College 1974 — 1976
Accounting and Computer Science, 4.0
Heidelberg American Dependent High School 1960 — 1961
Associate, Arts; mathematics
American Advisors Group (AAG Reverse Mortgage) May 2014 - Present
FirstMark Financing Solutions 2010 - Present
Opportunity Bank June 2009 - May 2010
Diversified Lenders, Inc. 2008 - 2009
Zions Credit Corp June 2006 - September 2008
FCC Equipment Finance 2004 - 2006
Washington Mutual 2003 - 2004
McLane Capital Services 1998 - 2001
Key Equipment Finance 1996 - 1998
Crowne Corporate Finance 1990 - 1996
Skills
Finance, Loans, Sales, Small Business Lending, Real Estate, Financial Analysis, Corporate Finance, Investments, Business Development, Credit Analysis, Commercial Lending, Asset, Credit, Negotiation
Education
University of North Texas 1969 — 1971
BBA, Banking & Finance
Concordia University Texas 1961 — 1963
General Education
Key Equipment Finance July 2015 - Present
BNP Paribas Leasing Solutions June 2013 - June 2015
BNP Paribas Rental Solutions January 2009 - August 2013
HCL AXON January 2008 - December 2008
Logica July 2005 - February 2008
Logica July 2002 - July 2005
Logica January 1997 - June 2002
Skills
Business Transformation, Management, Integration, Business, Sales Management, Sales, Restructuring, Outsourcing, Management Consulting, IT Strategy, Service Management, ERP, Business Analysis, Cloud Computing, CRM, Business Development, Project Management, IT Outsourcing, Pre-sales, Governance, Strategy, Business Process, Solution Architecture, Leadership, Program Management, Telecommunications, Account Management, Project Delivery, Solution Selling, Mergers & Acquisitions, Business Strategy, Enterprise Software, Key Account Management
Education
Henley Business School 1996 — 1997
Marketing, Sales, Management
Ecole supérieure de Commerce d'Amiens Picardie 1983 — 1986
DESCAF, Management, Marketing, Finance
Lycee Fustel, Strasbourg
BAC C, Maths, Physics
Nationwide Insurance November 2013 - Present
Nationwide Insurance December 2007 - November 2013
Nationwide Insurance June 2006 - December 2007
Independent Consulting October 2005 - June 2006
Crowe Chizek & Co LLC January 2002 - October 2005
Key Equipment Finance July 2000 - September 2001
Banc One Leasing June 1994 - July 2000
Skills
Analytics, Data Management, Business Analysis, Business Process..., Six Sigma, Lean Thinking, Continuous Improvement, Cross-functional Team..., Program Management, Project Management, Training, Strategic Planning, Strategic Partnerships, Process Improvement, Business Process, Data Modeling, Financial Services, Integration, Management, Business Intelligence, Vendor Management
Education
Hanover College
BA, Economics
Indiana University South Bend
MSBA, Business Administration
Hewlett-Packard May 2006 - December 2009
Key Equipment Finance March 2004 - May 2006
IBM March 2003 - March 2004
J.D. Edwards April 2002 - September 2002
Sun Microsystems April 1999 - March 2002
CareerTrack November 1998 - February 1999
Valiant November 1995 - November 1998
Skills
Account Management, SaaS, Sales Operations, Lead Generation, Integration, Channel Partners, Enterprise Software, Selling, Management, Sales Management, Business Development, New Business Development, Training, Sales, Salesforce.com, Program Management, Cloud Computing, Project Management
Education
Colorado State University 1989 — 1993
BS, Consumer Sciences
Fairview High School
Key Equipment Finance September 2001 - August 2009
Deutsche Financial Services April 1994 - August 2001
Education
Harper College
Business, Commercial Law
Bigge Crane and Rigging Co. July 2015 - Present
Siemens Financial Services April 2013 - February 2015
Commercial Credit Group September 2012 - April 2013
Bigge Crane and Rigging Co. November 2009 - September 2012
Key Equipment Finance January 2007 - December 2008
Peoples Capital & Leasing August 2006 - December 2007
Terex January 2003 - August 2006
Skills
Transportation, Machine Tools, Financial Services, Credit Analysis, Asset Based Lending, Credit Risk, Mergers, Finance, Sales, Pricing, Business Development, Mergers & Acquisitions, Forecasting, Sales Operations, Leadership, Sales Management
Education
California State University-East Bay 1980 — 1984
bs
Umpqua Bank September 2015 - Present
Key Equipment Finance January 2007 - Present
Skills
Business Development, Account Management, Direct Sales, Financial Analysis, Marketing Strategy, Sales, Sales Management, Finance, Marketing, Salesforce.com
Education
Gettysburg College 2000 — 2004
Bachelor of Arts (B.A.), Business Management
Summit High School 1996 — 2000
KeyBank July 2015 - Present
CIMBA January 2015 - April 2015
Key Equipment Finance May 2014 - December 2014
University of Colorado Men's Rugby Club April 2013 - May 2014
University of Colorado Men's Rugby May 2012 - April 2013
University of Colorado Men's Rugby May 2012 - April 2013
Skills
Public Speaking, Social Media, Microsoft Office, Data Analysis, Analysis, Leadership, Event Planning, Project Management, Fundraising, PowerPoint, Teamwork, Microsoft Excel, Finance, Critical Thinking, Sports Management, Sports Marketing, Tableau, Time Management, Customer Service
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics
CIMBA
Boulder High
BBC International LLC November 2014 - Present
BBC International LLC May 2013 - Present
BBC International LLC May 2012 - Present
BBC International LLC May 2014 - May 2015
BBC International, LLC May 2012 - May 2014
Bugatchi Uomo May 2008 - May 2012
WAY FM Media Group 2007 - 2008
Key Equipment Finance March 2004 - March 2006
Skills
Footwear, Supply Chain, Management, Sales, Shoes, Merchandising, Inventory Management, Customer Service, Apparel, Brand Management, Team Leadership, Analysis, Retail, Process Improvement, Account Management, Product Development, Relationship Management, Pricing, Negotiation, Credit, Trade Compliance, Harmonized Tariff..., C-TPAT, Product Classification, Brand Licensing, CPSIA, Consumer Product Safety, Wholesale, Export, Quality Assurance, Sustainability, Product Safety, Customs Regulations, Environmental Compliance, RSL, Corporate Social..., Manufacturing, Global Sourcing, Vendor Management..., Production Managment, GCC, CPCS, Testing, Supply Chain Management, Chargebacks, Compliance
Education
Colorado State University 1999 — 2003
Bachelor’s Degree
Level 3 Communications July 2013 - Present
State Farm Insurance April 2010 - July 2013
Key Equipment Finance May 2008 - April 2010
Epic Ventures December 2007 - April 2008
Washington Federal Inc. May 2007 - December 2007
Skills
Customer Service, Financial Modeling, Microsoft Excel, Due Diligence, Banking, Microsoft Office, Finance, Outlook, Investments, Financial Analysis, PowerPoint, Budgets, Strategic Planning, Leadership, Analysis, Accounting, Data Analysis, Corporate Finance, Sales, Microsoft Word, Strategic Financial..., Public Speaking, Forecasting, Business Strategy, Negotiation, Financial Reporting, Project Management, Process Improvement, Loans, Valuation, Access, Marketing, Risk Management, Time Management
Education
University of Mississippi 2015 — 2017
Master of Business Administration (MBA)
Brigham Young University - Idaho 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Utah Valley University 2001 — 2002
Avaition Science, Aviation
US Bank Equipment Finance June 2014 - Present
TD Equipment Finance, Inc., a subsidiary of TD Bank, N.A. June 2011 - May 2014
Summit Funding Group, Inc. November 2009 - November 2010
Key Equipment Finance April 2007 - September 2009
Synovus Capital Finance 2002 - 2007
LaSalle National Leasing Corporation January 1999 - January 2002
GE Capital January 1997 - January 1999
First Union Leasing Group January 1995 - January 1997
First Union National Bank January 1991 - January 1994
First Union National Bank January 1989 - January 1991
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, New Business Development, Sales, Finance, Credit, Risk Management, Pricing, Underwriting, Portfolio Management, Financial Analysis, Loan Origination, Financial Services, Negotiation, Commercial Finance, Asset Based Lending, Structured Finance, Financial Structuring, Relationship Management, Consumer Lending, Capital Markets, Credit Risk, Banking, Commercial Real Estate, Mortgage Banking, Asset Management, Financial Modeling, Executive Management, Business Development, Treasury Management, CRM, Real Estate Economics, Strategic Partnerships, Leadership, Small Business Lending, Retail Banking, Mergers & Acquisitions, Investments, Commercial Mortgages, Lines Of Credit, Corporate Finance, Financial Risk, Cash Management, Sales Operations, Building Relationships
Education
Brown University 1979 — 1983
Bachelor of Arts, Political Science
TCF Equipment Finance November 2013 - Present
Key Equipment Finance December 2010 - November 2013
SMT Leasing September 2002 - December 2010
DVI Financial Services September 1999 - September 2002
Skills
Finance, Banking, Financial Analysis, Corporate Finance, Sales, Business Development, Strategic Planning, Forecasting, New Business Development, Portfolio Management, Business Planning, Executive Management, Start-ups, Credit, Risk Management, Management
Education
Delaware Valley College 1997 — 2000
Bachelor of Science, Financial Services
William Tennent 1992 — 1996
Intersection Co. August 2015 - Present
ASPCA October 2012 - July 2015
Clearwire May 2007 - January 2011
Houlihan Lokey July 2006 - January 2007
Key Equipment Finance July 2002 - June 2006
Skills
C-Level Executive..., Administrative..., Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Outlook, Google Calendar, Travel Arrangements, Calendaring, Expense Reports, Office Management, PowerPoint, Spreadsheets, Calendars, Nonprofits, Confidentiality
Education
Sage College 2000 — 2002
Computer and Information Sciences, General
Fashion Institute of Technology 1997 — 1999
Fashion Merchandising
Puget Sound Energy July 2014 - Present
Intellectual Ventures August 2012 - July 2014
Cisco February 2011 - August 2012
Cisco June 2005 - July 2011
AudiWorld.com 1996 - 2007
Cisco July 2000 - June 2005
Key Equipment Finance May 1997 - June 2000
Leasetec Corporation June 1994 - April 1997
US Senator Hank Brown, Colorado May 1991 - August 1991
Skills
New Business Development, Sales Management, Business Transformation, Go-to-market Strategy, Negotiation, Strategic Sales, Complex Sales, Financial Services, Sales, Start-ups, Cross-functional Team..., Program Management, Entrepreneurship, Enterprise Software, Strategy, Marketing Strategy, Leadership, Strategic Partnerships, Solution Selling, Business Strategy, Product Development
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Strategy
Columbia University - Columbia Business School
MBA, Finance and Leadership
University of Colorado at Boulder
BA, Political Science
Barracuda Networks March 2010 - Present
Key Equipment Finance August 2006 - September 2007
Education
Bates College 2000 — 2004
BA, Political Science, US Goverment
Newcastle Limited April 2014 - January 2015
WorleyParsons February 2011 - August 2012
Key Equipment Finance February 2009 - August 2009
Key Equipment Finance January 2004 - February 2009
Key Equipment Finance March 2002 - January 2004
Skills
Human Resources, Administrative..., Customer Service, Office Administration, Management, Sales, Administration, Administrative..., New Hire Orientations
Education
Chicago State University
general, general
KeyBank January 2014 - Present
Key Equipment Finance April 2013 - December 2013
Magellan Data and Mapping Strategies April 2012 - December 2012
Buchanan Renewables B.V. August 2011 - March 2012
Skills
Analysis, Project Management, Research, International Relations, MS Project, Policy, Strategic Planning, Team Building, Training, Business Strategy, International..., Project Planning, Process Scheduler, Procedure Development, Procedures Documentation, Six Sigma, Microsoft Office, Scheduling, Business Process Mapping, Visio, Microsoft Project, Management, Leadership, Strategy
Education
Hult International Business School 2010 — 2011
M.A., International Relations
Arizona State University 2005 — 2009
B.A., Global Studies and Political Science
Banc of America Leasing February 2007 - Present
Szych Consulting, Inc. 2004 - 2007
Mishawaka Leasing 2001 - 2004
Key Equipment Finance 2001 - 2001
Capital Associates International, Inc. 1985 - 2000
Skills
Customer Service, Leadership, Program Management, Sales, Equipment Leasing -..., Microsoft Office, Management, Process Improvement, Financial Analysis
Education
Colorado Christian University
Bachelor of Science (B.S.), Organizational Management
Colorado Christian University
BS in Organizational Management
First Western Trust May 2015 - Present
FBC Mortgage LLC September 2012 - May 2015
FBC Mortgage LLC September 2012 - January 2014
W.J. Bradley Mortgage Capital, LLC April 2012 - September 2012
W.J. Bradley Mortgage Capital Corp. November 2010 - May 2012
Key Equipment Finance May 2010 - October 2010
Skills
Financial Analysis, Leadership, Management, Loans, Mortgage Banking, Finance, Access, FHA, Analysis, Banking, Customer Service, Time Management, CRM, Microsoft Excel, Marketing, Microsoft Office, Data Analysis, Process Improvement, Customer Satisfaction
Education
Colorado State University 2008 — 2010
Bachelor of Science, Business Administration; Finance
State of Colorado August 2012 - Present
LB Counseling June 2010 - 2013
Court Appointed Special Advocates for Children (CASA) Summit County June 2010 - August 2011
Mental Health Center of Boulder County March 2009 - September 2009
University of Colorado Denver August 2008 - December 2008
Alliance for Health Reform May 2008 - August 2008
University of Colorado Denver December 2006 - May 2008
Key Equipment Finance August 2004 - November 2005
Skills
Non-profits, Program Management, Mental Health, Fundraising, Program Development, Community Outreach, Event Planning, Psychotherapy, Nonprofits, Training, Career Counseling, Volunteer Management, Public Policy, Leadership Development, Therapists, Group Therapy, Interviews, Family Therapy, Content Management, Government, Counseling, PowerPoint, Excel, Microsoft Office, Psychology, Quickbooks, Word, Outlook, Customer Relations, Event Management, Adobe Acrobat, Supervisory Skills, Customer Service, Writing, Teaching, Grant Writing, Research, Data Entry, Editing, Problem Solving, Social Media, Healthcare, Scheduling, Mentoring, Case Management, Public Relations, Time Management, Counselling, Clinical
Education
Colorado State University
Bachelor of Science, Psychology
Pomona High School
University of Colorado at Denver
Master of Arts, Counseling Psychology Counselor Education
UTMB February 2015 - Present
Packaging Service Co., Inc. October 2012 - January 2015
Aerospace Transition Center - Workforce Solutions July 2010 - October 2012
Key Equipment Finance 2004 - 2009
American Express Business Finance 2001 - 2004
First Sierra Financial 1997 - 2001
Plank Company/Speed Shore June 1995 - October 1997
Skills
Marketing communications, Training, Marketing strategy, Event management, Program Coordination, Social Media Marketing, Community Outreach, Business Relationship..., Presentation skills, Program Management, Training & Development, Marketing support, Web Content Management, Communications Strategy, Client satisfaction, Account Management, Public Speaking, Business Development, Customer relations, Digital Marketing, Corporate communications, Graphic design, Project Management, Recruiter, Sales support, Brand Development, Marketing materials, Brand Communication, Strategic Planning, Marketing Management, Brand standards, Budget Management, Trade show coordination, Customer retention, Content Writing, AP Style, Adobe Creative Suite, Sourcing, Microsoft Office, Attention To Detail, Sales Management, Marketing, Corporate Communications, Trade Shows, Customer Service, Marketing Communications, Budgets, Marketing Strategy, Event Management, Public Relations
Education
University of Houston-Clear Lake 1993 — 1995
Bachelor of Arts, Communication and Media Studies
Alvin Community College
Associate of Arts and Sciences (A.A.S.), Communications - Radio and Television Broadcasting
Texas State University
Advertising and Marketing, Broadcasting
Key Equipment Finance July 2001 - Present
Mellon Leasing Corporation January 1988 - July 2001
Education
Elmhurst College
BS, Business, Management
National Credit Care July 2010 - Present
Summit Vendor Finance July 2009 - July 2010
Key Equipment Finance January 2007 - July 2009
Key Equipment Finance October 2006 - January 2007
Skills
Sales, Credit
Education
Gettysburg College 2001 — 2006
Political Science, Economics
Garden City Senior High School 1997 — 2001
University of Colorado at Boulder May 2012 - Present
Key Equipment Finance March 2010 - June 2011
NetApp Capital Solutions July 2007 - March 2009
Independent and Compass Homes, LLC, April 2003 - June 2007
University of Colorado; University Memorial Center/CU Bookstore January 2002 - March 2003
Key Equipment Finance (acquired Leasetec Corp) July 1997 - May 2000
Leasetec Corporation April 1992 - June 1997
Leasetec Corporation International December 1986 - January 1992
Skills
Finance, Financial Analysis, Business Development, Program Management, Management, Negotiation, Forecasting, Business Planning, Sales, Accounting, Investments, Banking, Risk Management, Asset Management, Portfolio Management, Credit, Executive Management, Financial Modeling
Education
Carthage College 1980 — 1981
BA, Accounting/Finance
College of Lake County 1977 — 1979
Associate, Accounting/Finance
Marlin Business Services Corp September 2013 - Present
Balboa Capital 2010 - 2013
Sigma Capital Group December 2009 - June 2010
Key Equipment Finance July 2005 - September 2009
Aspara LLC April 2003 - July 2005
Irwin Business Finance October 2002 - April 2003
ABB Business Finance January 2002 - October 2002
Wells Fargo Financial March 1996 - December 2001
American Business Credit Corp a Danka Company 1994 - March 1996
AB Dick Products 1981 - 1992
Skills
Structured Finance, Software, Connectivity, New Business Development, Financial Services, Program Management, Credit, Business Development, Sales Management, Direct Sales, Loans, Finance, Financial Analysis, Sales Operations, Marketing Strategy, Sales, Solution Selling, Cold Calling, Customer Service, CRM
Education
Central Michigan University
BA, Business / Marketing / Speech Communication / Graphic Arts; RTF Broadcasting
Seaholm High School
Creekridge Capital May 2015 - Present
Key Equipment Finance January 1999 - May 2015
Dun & Bradstreet April 1996 - November 1998
Education
Howard Payne University 1988 — 1991
BBA-Management
HNTB November 2013 - Present
HNTB February 2012 - October 2013
FMI Corporation 2007 - February 2012
Key Equipment Finance 2003 - 2006
Galileo International 2001 - 2003
Payless ShoeSource 1997 - 2000
Personnel Decisions, International 1988 - 1996
Skills
Talent Management, Succession Planning, Change Management, Coaching, Training, Strategic Planning, Employee Training, Performance Improvement, Organizational..., Performance Management, Leadership, Management Consulting, Leadership Development, Executive Coaching, Business Strategy, Organizational..., Program Management, Culture Change, Organizational Design, Human Resources, Management Development, Management, Instructional Design
Education
University of Kansas - Graduate School of Business 1998 — 1999
Graduate Coursework
University of Saint Thomas - School of Business 1995 — 1996
Graduate Coursework
New York University 1991 — 1992
Graduate Coursework
Bethel University 1984 — 1988
B.S.
Bodenseehof 1983 — 1984
Moorhead High School
Latham & Watkins October 2014 - Present
Joint Committee on Taxation January 2014 - April 2014
Georgetown University Law Center ACCLE August 2011 - April 2014
Latham & Watkins May 2013 - July 2013
Young Conaway Stargatt & Taylor, LLP May 2012 - August 2012
The Village Tavern May 2010 - August 2011
Global Autism Project April 2010 - January 2011
Key Equipment Finance May 2009 - August 2009
Clarke Farms Tsunamis May 2005 - August 2008
Skills
Fundraising, Management, Customer Service, Legal Research, Legal Writing, Microsoft Excel, Public Speaking
Education
Georgetown University Law Center 2011 — 2014
JD
University of Colorado Boulder 2007 — 2011
BS, BA, Applied Mathematics, English, Quantitative Finance
Key Equipment Finance May 2015 - Present
CTLUSA May 2014 - January 2015
RBS Citizens Asset Finance July 2013 - May 2014
EverBank Commercial Finance October 2008 - March 2013
Direct Capital Corporation August 2009 - September 2010
EverBank Commercial Finance (f.k.a. Tygris Vendor Finance) October 2008 - February 2009
The CIT Group March 2005 - October 2008
Key Equipment Finance March 2001 - March 2005
Citigroup Equipment Finance March 2000 - March 2001
Canon Business Solutions March 1997 - March 2000
Skills
Executive Management, New Business Development, Contract Negotiations, P&L Management, Strategic Planning, Negotiation, Vendor Management, International Business, Capital Markets, Consultative Selling, Business Strategy, Contract Negotiation, Start-ups, Business Development, Portfolio Management, Strategic Partnerships, Mergers, Sales Operations, Management, CRM, Business Planning, Account Management, Marketing, Selling, Strategy, Financial Services, Leadership, Risk Management, Mergers & Acquisitions, Credit, Finance, Sales Management, Relationship Management, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance & Strategic Management
St. Peter's University 1986 — 1989
Marketing
Tiffany & Co. November 2012 - Present
Taproot Foundation July 2010 - Present
Caris October 2010 - January 2012
Grenzebach Glier & Associates January 2010 - May 2010
University of Chicago November 2008 - January 2010
Purdue Alumni Association July 2007 - June 2009
Life-Pack Technologies, Inc. July 2007 - August 2008
SDL International July 2007 - November 2007
W.W. Grainger November 2002 - July 2007
Key Equipment Finance April 2000 - September 2002
Skills
Marketing Strategy, Marketing Management, Marketing Communications, Integrated Marketing, New Business Development, Non-profit Fund..., Social Media Marketing, Marketing Operations, Marketing, Customer Service, Strategic Partnerships, Strategic Planning, CRM, Cross-functional Team..., Leadership, Salesforce.com, Marketing Research, Fundraising, Brand Development, Management, Strategy, Event Management, Public Relations, Start-ups, Business Development
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA
Purdue University - Krannert School of Management 1987 — 1989
BSM
Purdue University 1986 — 1989
BS
Roosevelt High School 1982 — 1986
Northwestern University - Kellogg School of Management
Microsoft Financing April 2008 - Present
Key Equipment Finance August 1999 - November 2007
Leasetec Corporation (acquired by Key Equipment Finance in 1997) January 1994 - August 1999
NCD Leasing Corporation 1990 - 1994
NCP Leasing 1989 - 1990
Case Communications 1985 - 1989
Case Communications 1984 - 1985
Case Communications 1983 - 1984
Case Communications 1981 - 1983
Skills
Contract Negotiation, Sales, Product Development, Sales Management, Product Management, Cross-functional Team..., Training
Education
Heriot-Watt University
Master of Business Administration (MBA)
West Herts College
Electronic Engineering
U.S. Securities and Exchange Commission April 2015 - Present
FR Companies, Ltd. September 2013 - March 2015
Key Equipment Finance July 2012 - August 2013
Alpine Access June 2011 - June 2012
City and County of Denver May 2008 - May 2011
SunCorp Corporate CU June 2006 - May 2008
Phoenix Capital, Inc. May 2005 - June 2006
Skills
Fixed Income, Budgets, Risk Analysis, Microsoft Excel, Risk Management, Financial Risk, Finance, Financial Modeling, Analytics, Analysis, Valuation, Financial Analysis, Economics, Customer Service, Accounting, MBS, Securitization, Risk Modeling, Financial Reporting, Loans
Education
Fort Hays State University 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General, 3.7
University of Colorado Boulder 1998 — 2002
Economics, International Finance and Natural Resource Economics
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Finance, Investment Analysis & Portfolio Management
Kinder Morgan March 2013 - Present
Key Equipment Finance Inc. June 2007 - July 2012
Key Equipment Finance September 2005 - June 2007
Skills
Portfolio Management, Underwriting, Customer Service, Finance, Financial Services, Risk Management, Vendor Management, Leadership, Credit, Process Improvement, Strategic Planning, Business Analysis, Credit Analysis, Program Management, Banking, Data Analysis, Financial Analysis, Software Documentation, Lotus Notes, Business Process..., Loans
Education
Eastern Washington University 1987 — 1991
Bachelor's degree, Psychology and English
Balboa Capital January 2010 - Present
Southeast Business Advisors September 2009 - January 2010
Key Equipment Finance October 2003 - August 2009
GreenTree Financial/Conseco Credit/Wells Fargo Financial April 1997 - September 2003
Copelco Capital March 1987 - April 1997
Deutsche Credit January 1985 - February 1987
Skills
Finance, New Business Development, Sales Process, Business Strategy, Sales Management, Management, Sales, Business Development, Financial Services, Sales Operations, Direct Sales, Solution Selling, Cold Calling, Account Management
Education
Florida State University
University of Central Florida
Microsoft Financing 2014 - Present
SunTrust Equipment Finance & Leasing 2010 - 2013
Key Equipment Finance 2008 - 2010
Key Equipment Finance 2006 - 2008
Key Equipment Finance 2001 - 2006
Advanta Leasing Services 1999 - 2001
AT&T Credit Corporation 1995 - 1999
NCR Credit Corporation 1991 - 1995
Skills
Executive Management, Strategic Planning, Sales Management, New Business Development, Operations Management, Team Building, Portfolio Management, Financial Analysis, Business Strategy, Strategy Execution, Matrix Management, Risk Management
Education
Emory University - Goizueta Business School 2012 — 2012
Advanced Leadership Program
Michigan State University - The Eli Broad Graduate School of Management 1989 — 1991
MBA, Finance, General
Michigan State University 1985 — 1989
Bachelor's degree, Finance, General
University of London 1986 — 1986
Overseas Study
BMO Harris Bank November 2012 - Present
BMO Harris Bank October 2011 - November 2012
BMO Harris Bank June 2008 - September 2011
Placement Solution, Inc. September 2006 - March 2008
Key Equipment Finance July 2004 - September 2006
Skills
Banking, Commercial Banking, Credit, Financial Modeling, Leadership, Loans, Microsoft Office, Portfolio Management
Education
North Central College 2005 — 2009
Master of Business Administration (M.B.A.), Finance, General
Indiana University Bloomington 1999 — 2003
Bachelor's Degree
SunTrust Bank April 2014 - Present
SunTrust Bank August 2011 - April 2014
IBM Global Business Services 2007 - March 2011
Key Equipment Finance 2003 - 2006
UPS Capital 2002 - 2003
Lendx 1999 - 2001
Mellon US Leasing 1996 - 2000
GE Capital 1994 - 1996
P&O Containers 1988 - 1995
Skills
Finance, Selling, Budgets, Strategy, Time Management, Sales, CRM, Leadership, Management, Sales Management, Portfolio Management, Credit Analysis, Banking, Strategic Planning, New Business Development, Commercial Lending, Credit, Financial Analysis
Education
Auburn University 1979 — 1982
Bachelor of Science, Business Administration
CLIQ Instructional & Performance Solutions June 2011 - Present
Key Equipment Finance June 2006 - April 2010
Pikes Peak Library District July 2001 - June 2006
SnoNet May 1996 - June 2000
Skills
Instructional Design, Instructor-led Training, Web-based Training, Captivate, Microsoft Office, Blended Learning, Management Skills, ADDIE, Train the Trainer, Seven Habits of Highly..., E-Learning, PowerPoint, Wordpress, Adobe Connect, Staff Development, Strategic Planning, Performance Management, Training, Public Speaking, Technical Writing, WordPress, Organizational..., Learning Management..., Leadership, Needs Analysis, Learning Management, Distance Learning, Program Management, SnagIt, Social Learning, Organizational Learning, Employee Training, Content Development, Webinars, Training Delivery, Management
Education
Boise State University 2001 — 2006
M.S., Instructional & Performance Technology
University of Washington 1999 — 2000
Certificate, Training Specialist
University of Montana 1985 — 1990
B.A., Interpersonal Communication, Psychology
Key Equipment Finance regional sales managerkey equipment finance2000 - 2009
Education
Central Michigan University 1973 — 1978
Engs Commercial Finance October 2013 - Present
Engs Commercial Finance February 2013 - October 2013
Key Equipment Finance / Key Bank June 2009 - October 2012
Key Equipment Finance / Key Bank April 2007 - June 2009
Key Equipment Finance / Key Bank November 2005 - April 2007
Key Equipment Finance September 2003 - November 2005
Daimler Chrysler Financial Services June 2002 - August 2003
Daimler Chrysler Financial Services December 2000 - June 2002
Daimler Chrysler Financial Services December 1999 - December 2000
Daimler Chrysler Financial Services July 1998 - December 1999
Skills
Credit, Credit Analysis, Commercial Lending, Loans, Credit Risk, Asset Based Lending, Underwriting, Small Business Lending, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Team Leadership, Leadership Development, Strategic Leadership, Situational Leadership, Loan Work-outs, Collections, Risk Management, Finance, Relationship Management, Management, Leadership
Education
North Central College 2004 — 2008
MALS, Masters of Leadership Studies
Eastern Illinois University 1993 — 1995
Bachelor of Arts (B.A.), English Literature & Education
Moraine Valley Community College 1988 — 1991
A.A., Associate of the Arts
Bank of America SVPKey Bank2002 - 2007
Key Equipment Finance 2002 - 2007
LENDX 2000 - 2002
GE Capital - CEF 1996 - 2000
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Financial Analysis, Banking, Asset Based Lending
Education
Arizona State University 1989 — 1993
EMC Corporation 2009 - Present
CIT Group, Inc. 2007 - 2008
Key Equipment Finance 2003 - 2007
Leasetec Corporation 1994 - 2002
Digital Equipment Corporation 1986 - 1994
Chase Manhattan Corporation 1984 - 1986
E.F. Hutton 1981 - 1984
Skills
Risk Management, Credit, New Business Development, Account Management, Portfolio Management, Sales Management, Finance, Strategic Planning, Pricing, Negotiation, Business Strategy, Direct Sales, Forecasting, Financial Analysis, Sales, Financial Services, Executive Management, Banking, Relationship Management, Change Management
Education
Thunderbird School of Global Management 1979 — 1979
Master of International Management, International Banking and Finance
Boston College 1974 — 1978
Bachelor of Arts, Foreign Languages
FCN Bank, N.A. 2007 - Present
Key Bank, N.A. November 2002 - August 2007
Key Equipment Finance November 2001 - November 2002
Skills
Executive Management, Loan Structuring, Credit Risk, Loans, Commercial Lending, Commercial Mortgages, Management, Finance, Portfolio Management, Credit, Risk Management, Commercial Real Estate, Lines Of Credit, Financial Structuring, Credit Analysis, Small Business Lending, Commercial Banking, Consumer Lending, Banking, Underwriting
Education
Bowling Green State University 1986 — 1988
Xavier University 1978 — 1982
BSBA, Economics
KeyBank VP, Asset Mgt & RemarketingKey Corp.June 1997 - Present
Key Equipment Finance 1997 - Present
Key Corp 2002 - 2009
Skills
Investment Management, Credit, Credit Analysis, Credit Risk, Banking, Relationship Management, Risk Management, Accounting, Marketing
Education
Universtity of Colorado 1986 — 1990
Master of Business Administration (MBA), Finance
Colorado State University 1979 — 1981
Management & Finance
PNC June 2015 - Present
PNC June 2014 - June 2015
PNC December 2012 - June 2014
PNC April 2012 - December 2012
PNC April 2011 - April 2012
PNC December 2010 - April 2011
PNC September 2008 - December 2010
Robert Half International February 2006 - September 2008
Key Equipment Finance December 2004 - February 2006
American Express Business Finance June 2004 - December 2004
Skills
Talent Acquisition, Relationship Management, Vendor Management, Recruiting, Strategic Sourcing, Financial Services, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, College Recruiting, Executive Search, Contract Recruitment, Financial Risk, Technical Recruiting, Banking, Credit Risk, Recruitment Advertising, Onboarding, Commercial Banking, Screening Resumes, CRM, Leadership, Human Resources, Management, Finance, Hiring, Temporary Placement, Talent Management, Risk Management, Sales, Sourcing
Education
Dickinson College 2000 — 2004
Economics
American Business Machines June 2009 - Present
John M. Floyd & Associates, Inc. May 2009 - June 2009
Key Equipment Finance 1994 - 2008
Key Bank - Equipment Finance 1994 - 2008
Key Equipment Finance 1994 - 2008
Bancorp Financial Services Co. 1986 - 1994
Global Marine Drilling Company 1981 - 1986
Skills
Sales, Credit, Banking
Education
Houston Community College 1982 — 1984
Business
Northwest Savings Bank Corp. July 2014 - Present
Key Bank May 2010 - July 2014
Key Bank April 2009 - May 2010
Key Equipment Finance 2005 - 2008
Key Auto Finance 2003 - 2005
Key Auto Finance 2002 - 2003
Key Auto Finance January 2000 - January 2002
Skills
Underwriting, Loans, Credit, Finance, Financial Risk, Process Improvement, Management, Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Banking
Education
Cleveland State University 2013 — 2015
Master of Business Administration (MBA)
Baldwin-Wallace College 2010 — 2012
Bachelor's of Arts, Finance/Management
College of DuPage 2006 — 2009
Assosciates, Business
Key Equipment Finance Credit Analyst Sr.Key Equipment Finance2006 - Present
Ford Motor Credit Company February 2001 - July 2006
Education
Illinois State University 1996 — 1997
BA, HR
Balboa Capital March 2013 - Present
Toyota Financial Services June 2010 - March 2013
Coldiron Companies November 2009 - March 2010
Madison Capital Equipment & Vehicle Leasing March 2009 - November 2009
Key Equipment Finance 2004 - 2008
Paccar Financial April 2001 - July 2004
CIT May 2000 - May 2001
Greentree 1999 - 2000
Conseco 1999 - 2000
Ameridata 1994 - 1994
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Underwriting, Credit Risk, Finance, Banking, Portfolio Management, Financial Analysis, Risk Management, Funding, Asset Based Lending, Asset Managment, Pricing, Coaching, Supervision, Employee Management, Employee Training, Contact Management, Financial Services, Management, Sales Management, Sales, Sales Operations, Mortgage Lending, Cash Management, Loan Origination, Business Development, Analysis, Commercial Banking, Financial Risk
Education
Drexel University 2003 — 2004
Business Management
Mercer University 1986 — 1989
Business Management
Isuzu Finance of America, Inc. April 2007 - Present
American Express Business Finance August 2001 - April 2007
Key Equipment Finance 2004 - 2007
MBCC 1998 - 2001
MBCC 1997 - 2001
ORIX Credit Alliance, Inc. 1995 - 1998
Associates Commercial Corporation 1982 - 1995
Skills
Financial Analysis, Commercial Banking, Commercial Lending, Underwriting, Management, Loans, Vendor Finance, Financial Structuring, Finance, Strategic Planning, Asset Based Lending, Credit Analysis, Leadership, Credit Risk, Portfolio Management, Project Management, Credit, Relationship Management, New Business Development, Sales, Sales Management, Customer Satisfaction, Capital Markets, Mergers & Acquisitions, Financial Risk, Business Development, Corporate Finance, Financial Services, Negotiation, Banking, Pricing, Risk Management, Asset Managment, Financial Modeling, Funding, Executive Management, Investments, Leasing, Business Planning, Treasury Management
Education
Illinois State University 1978 — 1982
BS, Finance/Economics
Willis July 2011 - Present
ADP January 2009 - July 2011
Key Equipment Finance 1996 - 2008
American Express Business Finance 2001 - 2004
First Sierra Financial 1996 - 2001
Skills
Account Management, Sales Management, Competitive Analysis, Employee Benefits, Employee Engagement, Sales Operations, Team Building, Sales, Salesforce.com, Management, Leadership, Business Development, Risk Management, Cold Calling, Finance, Sales Process, Training, Insurance, CRM, New Business Development, Strategy, Building Relationships, Customer Retention
Education
California State University-Fullerton 1989 — 1993
Bachelors, Speech Communications: Interpersonal & Intercultural
Villa Park HS 1983 — 1986
Citizens Commercial Banking January 2002 - Present
Key Equipment Finance March 1997 - January 2002
Textron Financial May 1993 - March 1997
Banc One Leasing August 1986 - May 1993
Skills
Asset Based Lending, Loans, Corporate Finance, Commercial Lending, Credit, Finance, Credit Analysis, Syndications, Portfolio Management, Commercial Banking, Financial Analysis, Financial Services, Financial Structuring, Loan Origination, Structured Finance, Credit Risk, Banking, Underwriting, Middle Market, Small Business Lending, Commercial Finance, Financial Risk, Capital Markets, Restructuring, Relationship Management, Leveraged Finance, Financial Modeling, Asset Management, Mergers & Acquisitions, Executive Management, Treasury Management, Commercial Mortgages, Risk Management, Due Diligence
Education
Husson University 1977 — 1980
B.S., Business Administration
Husson University 1977 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Key Equipment Finance January 2013 - Present
KeyBanc Capital Markets January 2003 - December 2012
KeyBank January 1998 - January 2003
KeyBank January 1997 - January 1998
Key Services Corporation January 1994 - January 1997
Society Management Company January 1992 - January 1994
Society Management Company January 1990 - January 1992
Acme Refining MarMor Inc. January 1988 - January 1990
Skills
Structured Finance, Asset-backed..., Financial Structuring, Financial Analysis, Financial Modeling, Valuation, Asset Valuation, Banking, Finance, Ratings Advisory, Microsoft Excel, Bloomberg, VBA, Microsoft SQL Server, Sybase, MS VBA, INTEX Dealmaker &..., S&P CDO Evaluator, Moody's CDO Rom, Fitch PCM (Vector), Java, Microsoft .Net Visual..., Microsoft SQL, SunOs / Solaris, IBM AS/400, Focus Database...
Education
Cleveland State University 1982 — 1987
B.S., Mathematics
GE Capital June 2010 - Present
Navistar Financial 2007 - June 2010
Key Equipment Finance 2005 - 2006
Key Equipment Finance (formerly American Express Business Finance) 2003 - 2006
American Express Business Finance 2002 - 2006
Paccar Financial 1999 - 2002
Education
Harper College 2000 — 2004
AA, Business/Finance
Sumitomo Mitsui Finance and Leasing Co., Ltd June 2015 - Present
SunTrust Equipment Finance and Leasing Corp. December 2013 - April 2014
Century Tokyo Leasing (USA) Inc. January 2006 - November 2013
Fifth Third Leasing October 2004 - December 2005
Key Equipment Finance November 1998 - October 2004
Skills
•Strategic and..., Investments, Financial Analysis, Credit Analysis, Credit, Credit Risk, Asset Based Lending, Financial Modeling, Loans, Banking
Education
Cleveland State University - Cleveland-Marshall College of Law
JD, Corporate and Commercial Law
Cleveland State University
BA, Accounting & Finance
NXT Capital April 2014 - Present
Key Equipment Finance September 2011 - April 2014
The Receivables Exchange 2009 - 2011
GE Capital 2008 - 2009
Citigroup 2004 - 2008
GE Capital 1999 - 2004
First Union Bank 1996 - 1999
Skills
Asset Based Lending, Equipment Finance, Commercial Banking, Loans, Sales Management, Banking, Credit, Credit Analysis, Structured Finance, Commercial Lending, Management, Finance, Mergers & Acquisitions, Relationship Management, Risk Management, Portfolio Management, Credit Risk
Education
Bryant University 1989 — 1993
BBA, Marketing
Cullen and Dykman LLP October 2012 - Present
Hodgson Russ LLP November 2004 - September 2012
Hahn & Hessen LLP July 2001 - November 2004
Key Equipment Finance September 1991 - June 2001
Skills
Corporate Law, Finance, Bankruptcy, Commercial Lending, Commercial Litigation, Litigation, Mergers, Due Diligence, Contract Negotiation, Leases, Structured Finance, Financial Structuring, Corporate Finance
Education
Fordham University School of Law 1986 — 1989
JD
Fordham University 1982 — 1986
BA, Political Science, Public Administration
Key Equipment Finance March 2002 - Present
Skills
Syndications, Financial Analysis, Asset Based Lending, Credit Risk, Credit, Capital Markets, Structured Finance, Loan Origination, Commercial Lending, Credit Analysis, Financial Structuring, Commercial Banking, Corporate Finance, Funding, Loans, Banking, Finance, Portfolio Management, Underwriting, Risk Management
Education
Colorado State University 1979 — 1983
Accounting, Business
RPR Studios LLC January 2014 - Present
Overland Capital Group 2004 - December 2013
First Leasing Bank BSC(c) 2004 - March 2010
Overland Capital Group 2001 - 2004
Key Equipment Finance 1995 - 2001
Skills
Finance, Asset Managment, Leases, Asset Management, Real Estate Economics, Due Diligence, Asset Based Lending, Financial Analysis, Valuation, Structured Finance
Education
Brigham Young University 1979 — 1981
Master of Business Administration (M.B.A.)
Brigham Young University 1975 — 1979
Bachelor's Degree, Business Administration and Management, General
Office of the Federal Public Defender August 2015 - Present
Reilly Pozner LLP December 2008 - June 2015
Key Equipment Finance January 2007 - December 2008
Greenberg Traurig March 1999 - December 2006
Skills
Outlook, Legal Writing, Litigation, Trials, Courts, Civil Litigation, Bankruptcy, Commercial Litigation, Pleadings, Lexis, Class Actions, Wordperfect, Microsoft Word, Legal Research, PACER, Event Management, Motions, Account Reconciliation, Citizenship, Legal Assistance, LexisNexis, WordPerfect
Education
El Camino College 1987 — 1988
Legal Research; Contracts and Business Law
Barclay College 1986 — 1987
Paralegal Certificate
Redondo Union High School
Live Oak Bank April 2010 - Present
Key Equipment Finance November 2009 - April 2010
CIT September 1998 - March 2009
CIT May 2006 - January 2008
UPS Capital Business Credit 2008 - 2008
Key Bank November 1992 - March 1997
Education
Eastern Michigan University 1984 — 1988
BBA, Finance
Everbank Commercial Finance February 2010 - Present
Tygris Vendor Finance May 2008 - February 2010
US Express Leasing February 2006 - May 2008
Key Equipment Finance 2005 - 2006
American Express Business Finance 2002 - 2004
Pinnacle Advisory Services 2000 - 2002
CIT Vendor Finance 1999 - 2000
Newcourt Credit Group 1998 - 1999
AT&T Leasing Services 1994 - 1998
AT&T Capital 1992 - 1994
Skills
Financial Risk, Risk Management, Leadership, Auditing, Credit Analysis, Credit, Banking, Asset Based Lending, Commercial Lending, Underwriting, Mergers & Acquisitions, Portfolio Management, Asset Management, Loans, Financial Modeling, Credit Risk, Finance, Vendor Management, Financial Analysis, Financial Structuring, Small Business Lending, Asset Managment, Structured Finance, Business Analysis, Strategy, Capital Markets, Due Diligence, Management, Relationship Management, Financial Services, Corporate Finance, Commercial Banking, Forecasting, Strategic Planning, Mortgage Lending, Process Improvement, Loan Origination, Investments, Pricing, Executive Management, Business
Education
Columbia University - Columbia Business School
Institute of Lease Management
Drew University 1982 — 1986
BA, Political Science & Behavioral Science
Nutley High
KeyCorp 2006 - Present
Mary Kay Cosmetics 2002 - 2006
Key Equipment Finance 1999 - 2005
Key Auto Finance 1995 - 1999
Skills
Customer Service, Management, Banking, Loans, Team Building, Commercial Banking, Credit, Sales, Small Business Lending, Event Planning, Small Business, Negotiation, Consumer Lending, Public Speaking, Strategic Planning, Microsoft Office, Mortgage Lending, Microsoft Excel, Marketing
Education
Hudson Valley Community College 1994 — 1996
Associates, Early Childhood Education
Kefta ACSKey Bank2000 - Present
Key Equipment Finance 2000 - Present
St. Clare's Hospital 1994 - March 2000
Education
Hudson Valley Community College 1990 — 1992
AAS
Key Equipment Finance November 2009 - Present
Ford Motor Credit Company October 2008 - March 2009
Ford Motor Credit Company November 2006 - October 2008
Skills
Call Centers, Commercial Lending, Credit, Finance, Credit Analysis, Financial Analysis, Financial Risk, Financial Services, Loan Origination, Loans, Management, Mortgage Lending, Portfolio Management, Process Improvement, Risk Management, Sales, Sales Management, Training, Underwriting
Education
Central Michigan University 1982 — 1986
BS, Business Admin
Apex Material Handling Corporation January 2011 - Present
Janes Power Systems, Inc April 2009 - August 2010
Sackett Systems, Inc. May 2007 - February 2009
Key Equipment Finance 2006 - 2007
Illinois Material Handling 2004 - 2006
Nissan Forklift Corporation 2002 - 2004
Atlas Lift Truck Rental & Sales 2000 - 2002
First Access Material Handling Specialists 1996 - 2000
Crown Equipment Corporation 1991 - 1996
Crown Equipment Corporation 1983 - 1991
Skills
Sales Operations, Sales Management, Sales Process, Sales, Management, Customer Satisfaction, Account Management, New Business Development, Operations Management, Key Account Management, Team Building, Pricing, Contract Negotiation
Education
Illinois State University 1968 — 1973
Bachelor of Science, Business Administration
CAE July 2012 - Present
EastWestAero 2010 - September 2012
Key Equipment Finance January 2004 - July 2009
Bank of America Leasing September 2001 - January 2004
CIT Group 1989 - 2001
Chemical Bank New Jersey 1985 - 1989
Skills
Aviation, Aviation Industry, Aircraft, Analysis, New Business Development, Business Strategy, Business Planning, Aircraft Leasing, Commercial Aviation, Strategy
Education
Embry-Riddle Aeronautical University 1980 — 1981
MBA, Aviation
William Paterson University of New Jersey 1975 — 1979
B.A., Business Administration, Minor in Economics
TD December 2009 - Present
TD June 2006 - December 2009
Key Equipment Finance 2004 - 2005
Wells Fargo Financial 2002 - 2004
Citicapital July 1999 - November 2002
Skills
Credit, Commercial Lending, Banking, New Business Development, Relationship Management, Sales Management, Commercial Banking, Direct Sales, Insurance, Account Management, Strategic Planning, Negotiation, Financial Services, Customer Service, Marketing, Loans, Financial Analysis, Executive Management, Budgets, Business Development
Education
Hofstra University 1996 — 1998
BA
Ulster County Community College 1994 — 1996
Associate in Science
First Nations Development Institute May 2014 - Present
Emerson Process Management November 2013 - April 2014
Trimble Navigation November 2012 - November 2013
Vico Software, Inc. January 2012 - November 2012
Key Equipment Finance September 2007 - December 2011
Highline Financial July 2005 - September 2007
StorageTek October 1981 - June 2000
Skills
Financial Reporting, Invoicing, Customer Service, Credit, Finance, Income Statement, Accounting, P&L Analysis, Tax Preparation, Month End Close, General Ledger, Notary Public, SAP
Education
CVCC
Accounting
Front Range Community College
Accounting and Finance
Key Equipment Finance October 1998 - Present
Skills
Banking, Financial Analysis, Process Improvement, Finance, Risk Management, Credit, Portfolio Management
Education
Bryant University 1991 — 1995
BS, Finance
Citizens Bank September 2014 - Present
KeyBank September 2010 - September 2014
MRK Leasing January 2009 - August 2010
Sterling National Bank February 2008 - January 2009
Key Equipment Finance 2007 - 2008
Huntington National Bank 2003 - 2007
Skills
Loans, Lines Of Credit, Banking, Treasury Management, Finance, Small Business Lending, Credit, Commercial Banking, Sales, Credit Analysis, SBA, Commercial Lending, Financial Services, Asset Based Lending
Education
Baldwin Wallace University 1983 — 1987
BA, Major in Political Science, Minors in Business and History
Citywide Banks October 2012 - Present
Key Equipment Finance January 2012 - August 2012
Mile High Banks (Now know as First Nationl Denver) June 2002 - December 2011
Federal Reserve Bank of Kansas City - Denver Branch 1995 - 2000
Office of the Comptroller of the Currency 1985 - 1995
Skills
Banking
Education
Colorado State University 1980 — 1984
BS, Finance and Real Estate
Centennial HS
Banc of America Leasing September 2009 - Present
Key Equipment Finance May 2008 - September 2009
Paccar Financial Corp 1991 - 2005
Chase Manhattan Leasing Corporation 1986 - 1991
Skills
Portfolio Management, Financial Analysis, Risk Management, Credit, Credit Risk, Commercial Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Marquette University
BS, Finance
Green Tree Servicing September 2009 - Present
Mendota Insurance Company May 2007 - November 2009
Duane Schwarzbauer, CPA February 2008 - April 2009
The Good Samaritan Village 2003 - 2005
Golden West Skills Center 2002 - 2003
Performance Lending Network October 1997 - October 2002
Key Equipment Finance March 2001 - August 2002
Skills
Account Reconciliation, Accounting, Finance, General Ledger, Accounts Receivable, Internal Controls, Sarbanes-Oxley Act, Payroll, Analysis, Internal Audit, Cash Management, Process Improvement, Journal Entries, Tax, Accruals
Education
The College of St. Scholastica 2006 — 2008
Bachelors, Accounting
Inver Hills Community College
Associate of Arts (A.A.), Accounting
Waste Management, Inc. June 2015 - Present
Baytree - Equipment Leasing Group December 2013 - June 2015
Levelx Consulting June 2013 - November 2013
Deutsche Leasing USA July 2010 - June 2013
Forsythe January 2010 - June 2010
Key Equipment Finance July 2005 - December 2009
Harley Davidson Financial Services November 1999 - July 2005
Skills
Finance, Financial Analysis, Financial Modeling, Credit Analysis, Financial Reporting, Asset Based Lending, Risk Management, Portfolio Management, Corporate Finance, Loans, Forecasting, Banking, Mergers & Acquisitions, Credit Risk, Financial Services, Accounting, Managerial Finance, Commercial Lending, Due Diligence, Credit, Executive Management, Strategic Financial..., Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
DePaul University 1986 — 1989
Bachelor of Science, Accounting
Key Equipment Finance March 2013 - Present
Key Equipment Finance July 1997 - Present
Education
Dickinson Law 1982 — 1985
JD, Law
St. Lawrence University 1978 — 1982
BA, History
Key Equipment Finance July 2012 - Present
Key Equipment Finance
Education
Hudson Valley Community College
AAS, MARKETING
Key Equipment Finance 2000 - Present
Dormitory Authority of the State of New York 1997 - 2000
Whitman Breed Abbott & Morgan September 1995 - December 1996
Education
Albany Law School of Union University 1992 — 1995
J.D.
University at Albany, SUNY 1986 — 1990
B.A.
Banco Popular North America (Popular Community Bank) July 2009 - March 2015
Key Equipment Finance 2005 - 2008
American Express Business Finance 2004 - 2005
Daimler Chrysler Services/National Truck Office 1998 - 2004
Ford Motor Credit 1992 - 1998
GC Services 1983 - 1992
Skills
Loans, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Risk Management, Small Business, Accounting, Lines Of Credit, Leadership, Negotiation
Education
Christian Brothers University
Bachelor of Business Administration (BBA), Marketing/Management, General
Key Equipment Finance January 1999 - Present
Key Equipment Finance 1999 - 2010
Education
Howard Payne University 1988 — 1992
BBA-Management, Marketing
Key Equipment Finance May 1998 - Present
Key Equipment Finance March 1994 - May 1998
Keycorp Mortgage July 1993 - March 1994
Key Services Corporation April 1991 - July 1993
Skills
Banking, Risk Management, Financial Services, Credit, Credit Analysis, Portfolio Management
Education
SUNY Albany 1991 — 1993
Business, Finance & Management
Hudson Valley Community College 1989 — 1991
Associates, General
Key Equipment Finance, a division of KeyBank October 2013 - Present
Key Equipment Finance May 2002 - October 2013
Skills
Financial Analysis and..., Credit Analysis, Risk Management, Credit, Financial Analysis, Underwriting, Credit Risk, Portfolio Management, Debt Restructuring, Financial Reporting, Due Diligence, Compliance, Financial Risk, Retirement Planning, Business Planning
Education
University of Colorado at Boulder
MBA, Finance, Real Estate
College of Europe
Masters, European Studies
University of National and World Economy
BS, International Economic Relations
YMCA of Boulder Valley June 2012 - Present
Key Equipment Finance November 2009 - June 2012
Exclusive Wireless May 2009 - October 2009
Kable Fulfillment Services August 2006 - December 2008
Education
Everest College-Thornton 2011 — 2012
Associate of Science (AS), Accounting
Key Equipment Finance January 2008 - Present
Key Equipment Finance April 2003 - December 2007
GE Capital fka: Safeco Credit August 1999 - February 2003
Skills
Credit, Credit Analysis, Credit Risk, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Underwriting
Education
Mesa State College 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
U.S. Bancorp Government Leasing and July 2015 - Present
Key Equipment Finance October 2010 - Present
Education
Front Range Community College 2008 — 2015
Key Equipment Finance January 1982 - Present
Education
Cleveland State University
Key Equipment Finance October 1993 - Present
Skills
Portfolio Management, Finance, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Credit, Investments
Education
Eastern New Mexico University
B.A.Sc.
NetApp Capital Solutions NCS Operations Manager, Americas and USPSNetApp2006 - Present
Key Equipment Finance 2001 - 2005
Education
Bowling Green State University
Bachelor’s Degree, Accounting
Colorado State University
Master’s Degree, Accounting and Taxation
Key Equipment Finance August 1989 - Present
Education
Hudson Valley Community College