KeyBank N.A
Industry: Retail banking company
DescriptionKeyBank, the primary subsidiary of KeyCorp, is a regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is on the list of largest banks in the United States. Key's customer base spans retail, small business, corporate, and investment clients. Customer service: 1 (800) 539-2968 Credit card support: 1 (800) 539-9056 Headquarters: Cleveland, OH CEO: Beth E. Mooney (May 1, 2011–) Subsidiaries: HelloWallet, KeyBank, Key Capital Corp, Parent organizations: KeyBank, KeyCorp
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KeyBank N.A Employees
Academy Bank, N.A. April 2015 - Present
Vectra Bank Colorado 2011 - 2014
First Citizens Bank f/k/a United Western Bank 2009 - 2011
Flatirons Bank & Flatirons Bank Holding Company 2005 - 2008
KeyBank NA 1993 - 2005
Skills
Executive Management, Commercial Lending, Credit, Banking, Small Business Lending, Commercial Banking, Sales Management, Regulatory Compliance, Portfolio Management, Coaching, Loans, Commercial Mortgages, Credit Risk, Small Business, Financial Analysis, Underwriting, Real Estate, Consumer Lending, Treasury Management, Mortgage Lending, Credit Analysis, Loan Origination
Education
The University of Colorado 1999 — 2001
Master of Business Administration (MBA)
Texas Tech University 1987 — 1991
BA, Political Science and Government
First Niagara Bank October 2009 - Present
KeyBank Real Estate Capital - Healthcare Group June 2007 - October 2009
KeyBank, N.A. October 2004 - October 2009
Key Bank November 2004 - May 2007
M&T Bank April 1999 - November 2004
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Credit Analysis, Underwriting, Banking, Financial Analysis, Portfolio Management, Commercial Mortgages, Risk Management, Mortgage Lending, Treasury Management, Small Business Lending, Investments, Finance, Management
Education
University of Rochester - Simon Business School 1997 — 1999
MBA
St. John Fisher College 1995 — 1997
B.S.
Alfred State College - SUNY College of Technology 1985 — 1987
A.A.S.
Cuyahoga Metropolitan Housing Authority April 2013 - Present
Cuyahoga Metropolitan Housing Authority October 2011 - Present
Cleveland Clinic April 2008 - October 2011
Progressive Insurance May 2006 - April 2008
KeyBank, N.A. December 1999 - May 2006
Skills
Accounting, Accounts Payable, Auditing, Financial Reporting, Analysis
Education
Cleveland State University 2003 — 2007
Bachelors of Business Administration, Accounting
Northwest Savings Bank March 2012 - Present
KeyBank June 2004 - December 2010
KEYBANK NA April 1998 - December 2010
M&T Bank December 1996 - April 1998
M&T Bank June 1996 - April 1998
M&T June 1996 - December 1996
Skills
Customer Service, Recruiting, Banking, Management, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Budgets, Event Planning, Team Leadership, Access, Training, Sales, Leadership, Team Building, Insurance, Time Management, Teamwork
Education
State University of New York College at Fredonia 1989 — 1993
Arts, English
State University of New York at 1989 — 1993
Bachelor of Arts, English
Habitat for Humanity Capital District June 2014 - Present
Queen Bee Designs by Erin September 2013 - Present
First Niagara Bank February 2011 - June 2014
KeyBank, NA January 2008 - February 2011
Family Tire and Auto Service Center, Inc June 1995 - February 2011
KeyBank, NA May 2005 - January 2008
the Schenectady County Youth Advocate Program, Inc July 2002 - April 2005
New York State Community Action Association, Inc May 2000 - July 2002
SAFE, Inc January 1999 - May 2000
AmeriCorps*VISTA at Schenectady Municipal Housing Authority April 1996 - April 1998
Skills
Non-profits, Small Business, Credit, Loans, Small Business Lending, Community Development, Fundraising, Community Outreach, SBA, CRA, Community Giving, Banking, Management, Public Relations, Commercial Banking, Nonprofits, Strategic Planning, Team Building, Marketing, Business Development, Customer Service, Program Management, Leadership
Education
Plymouth State University 1991 — 1995
BSW, Social Work
Shenendehowa HS
Beal Bank USA/Nevada Services Corporation August 2010 - Present
Bank of America February 2004 - November 2008
KeyBank NA January 1999 - November 2003
Ron Tonkin Honda January 1998 - March 1999
Skills
Credit, Customer Service, Banking, Consumer Lending, Sales Management, Cross Selling, Commercial Banking, Management, Retail Banking, Marketing, Sales, Leadership, Investments, Finance, Loans
Education
Portland Community College 2009 — 2010
Computer Sciences
Appraisal Institute 2009 — 2009
Real Estate Appraisal, real estate appraising
International Air Academy 1996 — 1996
Airline Flight Attendant/Airline Operations & Control
Walmart eCommerce July 2014 - Present
Intuit January 2011 - June 2014
Apple October 2010 - January 2011
KeyBank June 2009 - September 2010
KeyBank NA January 2006 - June 2009
The University of Akron January 2003 - December 2005
Skills
Data Analysis, Business Intelligence, Omniture, Business Analysis, Requirements Gathering, Enterprise Software, Google Analytics, Data Warehousing, A/B testing, Requirements Analysis, Business Process..., Analytics, Test & Target, Project Management, Product Management, MS Project, Access, SQL, Databases, Analysis, SiteCatalyt, Discover, Google Adwords, Cross-functional Team..., Data Modeling, multi-variate testing, Google Adsense, Google Webmaster Tools, ETL, Financial Modeling, SharePoint, Program Management, Risk Management, Business Objects, Multivariate Testing, Process Improvement, Data Mining, SAS, Oracle, Lotus Notes, Six Sigma, Finance, Cognos, VB.NET, VBA, Microsoft Excel, Datamart, Aster, Strategy, Optimizely
Education
The University of Akron 2003 — 2005
Master of Business Administration (MBA), Management Information Systems
Pune University 1999 — 2002
Bachelors, Computer Science
Citigroup May 2007 - Present
Keybank NA February 2002 - April 2007
Medco Health Services (Merck-Medco) August 1994 - January 2002
Tata Consultancy Services June 1988 - August 1994
Skills
Fixed Income, Leadership, Analytics, Capital Markets, Financial Services, Management, PMP, CRM, SDLC, Data Modeling, Data Warehousing, ERP, Business Analysis, Finance, Business Intelligence, Vendor Management
Education
CFA Institute 2012 — 2012
Passed CFA Level-1, Finance
PMI Institute 2007 — 2007
PMP, Project Management
S P Institute of Management 1990 — 1993
PGDM, Business Management
Delhi College of Engineering 1984 — 1988
BE, Electronics and Communications
National Merit Scholarship 1984 — 1988
Merit Scholarship, High Schools
SunTrust Bank September 2012 - Present
KeyBank N.A. February 2004 - September 2012
Deutsche Bank 2001 - 2004
Skills
Structured Finance, Loans, Finance, Private Equity, Investment Banking, Financial Structuring, Negotiation, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Credit, Mezzanine, CMBS, Real Estate Financing, Due Diligence, Real Estate, Commercial Real Estate, Banking, Commercial Mortgages, Underwriting, Real Estate Development, Capital Markets, Joint Ventures, Alternative Investments, Construction Loans, Macroeconomics, Asset Management, Real Estate Finance, Real estate investment, Deal Structuring, Recapitalizations, Real Estate Private..., Bridge Loans, Due diligence
Education
The Johns Hopkins University - Carey Business School 2008 — 2010
MBA, Strategy & Finance
Kettering University 1996 — 2001
Bachelor of Science in Management, concentration in Finance and Marketing
Colegio Visconde de Porto Seguro
Deutsche Schule /German School, Sao Paulo, Brazil, K-12
Key National Trust Company of Delaware January 2012 - Present
KeyBank, NA November 2011 - Present
Wells Fargo Bank March 2010 - October 2011
Wilmington Trust May 2003 - March 2010
Vanguard February 2001 - March 2003
The Bryn Mawr Trust Company 1997 - 2001
Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit
Education
Eastern University 2002 — 2004
MBA, Business
University of Massachusetts Boston 1992 — 1995
BA, Political Science/History
Keybank N.A. January 2003 - November 2009
Seattle Pacific Realty September 1992 - December 2002
Skipper's Restaurants 1983 - 1992
Education
University of Arizona 1960 — 1964
B. S., Economics
Federal Reserve Bank of Cleveland December 2002 - Present
KeyBank, N.A. October 2000 - December 2002
The Huntington National Bank June 1998 - October 2000
Skills
Financial Analysis, Risk Management, Process Improvement, Banking, Internal Audit, Credit Risk, Auditing, Financial Risk, Analysis, Portfolio Management, Leadership
Education
Cuyahoga Community College 2014 — 2017
Post-Degree Professional Certificate in Programming & Development, Computer Programming and Web Development
American Public University System 2006 — 2010
M.S.I., Strategic/Competitive Intelligence
Cannon Financial Institute 2003 — 2005
CFIRS, Fiduciary & Investment Risk Management
University of Akron School of Law 1999 — 2000
Legal Studies, General
Ohio Northern University—Claude W. Pettit College of Law 1998 — 1999
Legal Studies, General
Ashland University 1994 — 1997
B.A. cum laude, Sociology & Business Administration
SunTrust Bank August 2010 - Present
KEYBANK, NA April 2007 - August 2010
MELLON UNITED NATIONAL August 1999 - April 2007
CONTINENTAL WINGATE CAPITAL June 1998 - August 1999
First Union National January 1996 - June 1998
Barnett Bank of South Florida June 1995 - January 1996
Fleet Bank of Massachusetts November 1990 - June 1995
Southeast Bank June 1988 - November 1990
Skills
Accounting, Asset Allocation, Asset Based Lending, Asset Management, Asset Managment, Banking, Commercial Mortgages, Commercial Real Estate, Credit, Cross Selling, Customer Service, Entrepreneurship, Finance, Financial Analysis, Investment Properties, Investments, Leadership, Leveraged Finance, Loans, Management, Negotiation, Portfolio Management, Real Estate
Education
University of Notre Dame 1984 — 1988
Bachelor of Arts, English and American Studies
KeyBank N.A. August 2005 - Present
KeyBank USA September 1999 - August 2005
KeyBank N.A. September 1997 - September 1999
Key Services March 1985 - September 1997
Ameritrust Company January 1984 - September 1985
Ameritrust Company N.A. March 1978 - January 1984
Skills
Excel, Microsoft Power..., Software Documentation, Commercial Lending, Loans, Credit, Commercial Banking, Management, Financial Services, Wealth Management, Mortgage Lending, Credit Analysis, Process Improvement
Education
Bryant & Stratton College-Cleveland 2001 — 2003
Associate's Degree, Information Technology, Cum Laude: Graduate
John Adams High School
Diploma in Business & Vocational Studies, 12
KeyBank, N. A. October 2001 - Present
KeyBank, N.A. October 2001 - December 2008
Witschey & Witschey, LLP 1997 - 1999
Skills
Strategic Financial..., Wealth Management, Estate Planning
Education
University of Akron School of Law 1994 — 1997
Juris Doctor
Government Agency January 2015 - Present
Government Agency July 2014 - January 2015
Tom Paige Catering Co. October 2011 - July 2014
Department of Health and Human Services Office of Hearings and Appeals Medicare March 2011 - August 2011
Willoughby-Eastlake School System July 2010 - March 2011
KeyBank National Association October 2004 - April 2010
KeyBank, N.A. January 1979 - October 2004
KeyBank National Association January 1973 - January 1979
Skills
Achievement-oriented, Proven ability to..., Microsoft Office,..., Financial Accounting, QuickBooks, Payroll, Budgets, Internal Controls, Internal Audit, Account Reconciliation, Human Resources, Due Diligence, Managerial Finance, Customer Service, Microsoft Word, Cash Management, Inventory Management, Process Improvement, Risk Management, PowerPoint, Financial Statements, Tax, Analysis, Bank Reconciliation, Peachtree, Accruals, Finance, Result Oriented, Credit, Fixed Assets, Management, Portfolio Management, Corporate Finance, Journal Entries, Variance Analysis, Sarbanes-Oxley, Cash Flow, Sarbanes-Oxley Act, GAAP, Invoicing, PeopleSoft, Software Documentation, Loans, Cost Accounting, SEC filings, Training, CPA, Consolidation, Essbase, Financial Audits
Education
Ursuline College 2011 — 2013
Bachelor of Science expected in 2013, Accounting/Business Management
Lakeland Community College 2004 — 2012
Associate's degree -- Accounting Magna Cum Laude, 8/2012, Accounting, 3.87
KeyBank NA March 1981 - Present
KeyBank March 1981 - Present
Skills
Payments, Trade Finance, Product Management
Education
Cleveland State University
KeyBank NA September 2004 - Present
Key Bank, NA 2001 - September 2004
KeyBank 1998 - 2001
Key Bank 1993 - 1998
Key Bank October 1985 - 1993
Skills
Cash Management, Mergers, Commercial Banking, Loans, Banking, Credit, Finance, Leadership, Mergers & Acquisitions, Small Business, Management, Commercial Lending, Strategic Financial..., Sales, Credit Analysis, Financial Services, Sales Management, Small Business Lending, Portfolio Management, Business Development, SBA, Financial Analysis, Commercial Mortgages, Real Estate, Financial Planning, Underwriting
Education
Consumer Bankers Association 1998 — 1999
The Graduate School of Retail Bank Management
State University of New York College at Potsdam 1980 — 1982
BA, Economics
State University of New York College at Fredonia 1978 — 1979
Business
Fayetteville Manlius High School 1975 — 1978
JPMorgan Chase July 2009 - Present
KeyBank July 2003 - May 2009
KeyBanc Capital Markets May 2005 - January 2006
KeyBank NA July 2003 - May 2005
Skills
Small Business Lending, Commercial Lending, Loans, Commercial Banking, Lines Of Credit, Credit, Banking, Consumer Lending, SBA, Financial Analysis, Cash Management, Portfolio Management, Leadership, Management, Sales
Education
Seattle Central Community College 2001 — 2003
Associate of Arts, Business Administration
Schultz Retirement Income Solutions, Inc. June 2011 - Present
Raymond James Financial June 2003 - June 2011
KeyBank N.A. January 1995 - May 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, Finance, Strategic Financial..., Financial Services, Insurance, Retirement Planning, Financial Planning
Education
College for Financial Planning 1998 — 2000
Plainfield High School 1981 — 1985
Public Service Credit Union May 2012 - Present
New York Life Insurance February 2011 - April 2012
Keybank, NA September 2004 - February 2011
Keybank, NA February 2004 - September 2004
American General Finance September 2001 - February 2004
American General Finance August 1999 - September 2001
Skills
Insurance, Banking, Coaching, Credit, Customer Relations, Investments, Financial Planning, Employee Benefits, Financial Analysis, Annuities, Retirement Planning, Securities, Strategic Financial..., Fixed Annuities, Sales, Finance, CRM, Customer Service
Education
Colorado State University 1991 — 1996
Exercise and Sport Science
The Buckner Company October 2010 - Present
KeyBank, N.A. October 2005 - September 2010
Wells Fargo, N.A February 2000 - October 2005
Skills
Insurance Brokerage, Underwriting, Risk Management, Commercial Real Estate, Insurance, Workers Compensation, Real Estate, Property & Casualty..., Commercial Insurance
Education
Pepperdine University 1999 — 2001
Masters of Business Administration, Finance
University of Utah 1994 — 1996
Bachelors of Science - Economics
University of Utah 1994 — 1996
Bachelors of Arts, Spanish
M&T Bank November 2011 - Present
KeyBank NA June 2005 - November 2011
KeyBank 1991 - 2008
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Succession Planning, Leadership, Process Improvement, Employee Engagement, Human Resources, Training, Recruiting
Education
Messiah College 1984 — 1988
BS, Human Resource Management
CBRE September 2015 - Present
Johnson Controls Inc. - Global WorkPlace Solutions January 2006 - Present
Saint Joseph Academy (Cleveland, OH) August 2011 - Present
CoreNet Global May 2013 - Present
Holy Trinty 2009 - 2013
Journal of Corporate Real Estate January 2003 - December 2006
Downtown Cleveland Alliance January 2005 - January 2006
Youth Opportunities Unlimited 1998 - 2006
KeyCorp October 1998 - December 2005
KeyBank N.A. May 1988 - December 2005
Skills
Continuous Improvement, Leadership, Strategic Planning, Real Estate, Program Management, Strategy, Financial Analysis, Project Management, Team Building, Facilities Management, Change Management, Contract Negotiation, Management, Outsourcing, Vendor Management, Operations Management, Training, Procurement, Budgets, Contract Management, New Business Development, Energy, Process Improvement, Business Development, Project Planning, Team Leadership, Risk Management, Six Sigma, Cross-functional Team..., Forecasting, Business Strategy, Mergers & Acquisitions, Business Planning, Business Process..., Analysis, Management Consulting, Manufacturing, Start-ups, Negotiation, CRM, Executive Management, Customer Satisfaction, Coaching, Performance Management, P&L Management, Sales Management, Product Development, Supply Chain Management, Process Engineering, Operational Excellence
Education
Baldwin-Wallace College 1989 — 1992
MBA, Business Administration, Management and Operations
The University of Akron 1983 — 1987
BSBA, Finance
The University of Akron 1983 — 1986
AAS, Computer Science
Lucky Eagle Casino February 2008 - February 2011
Wilcox Family Farms Inc July 2006 - September 2008
Lanphere Enterprises July 2004 - July 2006
Keybank NA April 2003 - July 2004
Waddell and Reed October 2002 - April 2003
Skills
Strategic Planning, Employee Benefits, Employee Relations, Talent Management, HR Policies, FMLA, Human Resources, Payroll, Leadership, Talent Acquisition, Recruiting, Policy, New Hire Orientations
Education
Chapman University
Masters, Human Resources and Organizational Development
Pacific Lutheran University
Bachelor, Business Administration
KPH Healthcare Services, Inc. November 2013 - Present
KeyBank, NA March 2000 - November 2013
KeyBank, NA March 2000 - November 2013
Keybank, NA March 2000 - March 2003
RJR Nabisco 1990 - 2000
Skills
Talent Management, Onboarding, Employee Relations, Human Resources, Recruiting, Management, Leadership, Coaching, Training, Interviews, Sourcing, Strategy, HR Policies, Time Management, Sales, Talent Acquisition, New Hire Orientations, Performance Management, College Recruiting, Applicant Tracking..., Succession Planning, Technical Recruiting, Employee Benefits, Internet Recruiting, HRIS, Hiring, Workforce Planning, Employee Engagement, Screening Resumes, Deferred Compensation, Temporary Placement, PeopleSoft, Resume Writing, Taleo, Job Fairs, Personnel Management, Benefits Administration, Employee Training, Organizational..., Behavioral Interviewing, Career Development, Screening, Executive Search, Organizational..., Customer Retention
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
MBA, Human Resources and International Business
State University of New York College at Oswego
State University of New York College at Oswego
State University of New York College at Oswego
State University of New York College at Oswego
KeyBank 2003 - Present
KeyBank N.A. February 2001 - May 2003
Skills
Portfolio Management, Banking, Finance, Analysis, Credit, Management, Training, Wealth Management, Financial Analysis, Credit Analysis, Relationship Management
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Organizational Behavior Studies
Rollins College
Bachelor of Business Administration (B.B.A.)
FNB Bank Scottsboro, Alabama July 2015 - Present
KeyBank NA 2007 - 2012
BB&T 1999 - 2007
Fleet Bank 1993 - 1998
Skills
Organized Multi-tasker, Loan Documentation, Problem Solving, Meeting, Managed Hosting, Loan Servicing, Cross Selling, Branch Banking, Customer-focused Service, Customer Retention, Cash Management, ACH, Bank Secrecy Act, Following Up, Personal Computer..., Time Management, Process Management, Bank Systems, CLS, Hogan, Crint, Crisp, Banking, Loans, BankPro, Lending Regulations, Credit Analysis, Portfolio Management, Financial Analysis, Treasury Management, Finance, Commercial Banking, Credit, Payments, Small Business Lending
Education
New York University 1990 — 1991
Paralegal, Business
Academy of Agriculture, Warsaw, Poland 1975 — 1980
Master's degree, Business/Managerial Economics
KeyCorp June 2015 - Present
Lake Erie Nature & Science Center November 2013 - Present
KeyCorp July 2014 - May 2015
KeyCorp February 2010 - June 2014
Associated Bank January 2008 - January 2010
KeyCorp January 2005 - January 2008
Middleton Doll Company 2006 - 2008
Key Bank NA 1995 - 2008
KeyBank N.A. 1995 - 2008
McDonald Financial Group 2003 - 2005
Skills
Forecasting, Financial Analysis, Financial Reporting, Finance, Executive Management, Management, Credit, Banking, Business Analysis, Leadership, Commercial Banking, Budget Process, Team Building, Strategic Planning, Risk Management, Presentation Development, Integration, Mergers & Acquisitions, Due Diligence
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Business Administration and Management, General
Miami University 1988 — 1992
BS, Accountancy
Equassure, Inc. April 2007 - Present
KeyBank N.A. January 2002 - April 2007
Rickard & Associates, Inc. April 1999 - December 2001
Indymac Federal Bank, FSB (successor to Indymac Bancorp, Inc.) July 1997 - March 1999
Bank of America, N.A. (successor to Security Pacific National Bank) September 1987 - June 1997
Bank of America, N.A. (successor to Security Pacific National Bank) May 1986 - August 1987
JP Morgan Chase & Co. (successor to Manufacturers Hanover Trust Company) October 1983 - April 1986
JP Morgan Chase & Co. (successor to Home Savings of America) January 1981 - August 1982
Nestle (successor to Carnation Company) June 1980 - August 1981
Skills
Real Estate Finance, Project Finance, Loan Origination, Construction Loans, Bridge Loans, Private Equity, Loan Underwriting, Loan Structuring, Loan Workouts, Restructuring, Negotiation, Interest Rate..., Credit Analysis, Financial Analysis, Financial Modeling, Business Planning, Business Management, New Business Development, Team Leadership, Personnel Development, Coaching, Conference Speaking, College Lecturing, Consultancy, Expert Witness, Market Research, Research, Financial Feasibility, Portfolio Management, Debt, Banking, Loans, Credit, Mezzanine, Due Diligence, Capital Markets, Real Estate, Asset Management, Structuring, Real Estate Investment, Strategic Planning, Joint Ventures, Business Strategy, Real Estate Financing, Risk Management, Dispositions, Management Consulting, Real Estate Economics, Underwriting, Financial Structuring
Education
Thunderbird School of Global Management 1982 — 1983
Master of Business Administration, Finance and International Studies
California State University-Dominguez Hills 1976 — 1980
Bachelor of Arts, Political Science major; Statistics minor
Ally Financial Inc. June 2013 - Present
NovaQuest LLC January 2009 - January 2013
Wachovia Insurance Services, Inc. 2007 - 2008
Wachovia Insurance Services, Inc. 2005 - 2007
Wachovia Bank, N.A. 2002 - 2005
Johnson Controls, Inc. 2000 - 2002
KeyBank, N.A. 1996 - 2000
Federal Deposit Insurance Corporation 1990 - 1996
Skills
Financial Analysis, Forecasting, Business Development, Investments, Management, Strategy
Education
John Carroll University 1986 — 1989
B.S.B.A., Finance
Case Western Reserve University
MBA, Finance
Modern Woodmen of America September 2014 - Present
The Bank of Maine March 2010 - August 2014
Resource Connections LLC June 2003 - February 2011
Mechanics Savings Bank March 2008 - December 2009
KeyBank NA March 2007 - February 2008
Northeast Bank November 2003 - February 2007
Finance Authority of Maine January 2001 - October 2003
Skills
Commercial Banking, Credit, Financial Analysis, Banking, Customer Relations, Budgeting, Microsoft Office, Management Consulting, Forecasting, Mentoring, Business Planning, Customer Service, Strategic Planning, Real Estate, Loans, Small Business Lending, New Business Development, Small Business, Portfolio Management, Commercial Lending, Cash Flow, Business Strategy, Budgets, Sales, Management, Business Development, Start-ups, Marketing, Accounting, Loan Origination, Training, Investments
Education
Androscoggin Leadership Development Institute
Leadership Certificate
University of Maine 2001 — 2002
Certificate, International Business
Williams College
Banking Certificate, New England School of Banking
University of Maine 1984 — 1988
BS, Resource Economics
Maranacook Community School 1980 — 1984
High School, Secondary School Diploma
KeyBank June 2003 - Present
KeyBank, N.A. May 2008 - 2009
American Bankers Association September 2006 - September 2007
KeyBank/KeyCorp May 2000 - June 2003
KeyBank/KeyCorp August 1998 - May 2000
Visa International February 1994 - July 1998
FotoFabrication July 1993 - November 1993
IKA Industrial Consulting February 1991 - June 1993
Suron April 1984 - January 1991
Skills
Compliance, Quality Assurance, Legal Translation, Risk Management, Spanish, French, Excel, AML, Banking, Internal Audit, Business Strategy, Strategic Planning, Microsoft Excel, Policy, Financial Services
Education
MHT
Engineering of metal parts, Metalurgics, Quality Control & Assurance
National Notary Association (US)
CNSA, Notarial Services
Sponsored by The Technion
CQA-CQMSA, American Society for Quality & Registrars Accreditation Board-Quality Society of Australasia
University of Buenos Aires
Commercial Law
PNC February 2014 - Present
KeyBank N.A. August 2011 - January 2014
KeyBank November 2009 - August 2011
KeyBank November 2006 - November 2009
Key Bank July 2005 - November 2006
Key Bank December 1993 - July 2005
Skills
Process Improvement, Risk Management, Loans, Portfolio Management, Banking, Strategic Planning, Business Development, Leadership, Change Management, Analysis, Project Management, Performance Management, Financial Risk, Training, Management, Credit, Investments
Education
David N. Myers University 2007 — 2008
MBA
BMW Group Financial Services October 2011 - Present
BMW Group Financial Services 2007 - October 2011
Compass Bancshares 2001 - 2007
KeyBank NA 2000 - 2001
Arthur Andersen LLP 2000 - 2000
Bank One 1993 - 1999
Skills
Credit Analysis, Credit Risk, Banking, Commercial Lending, Commercial Underwriting, Portfolio Management, Underwriting, Sales, Loans, Finance, Financial Analysis, Management, Credit, Leadership, Risk Management, Financial Services, Process Improvement, Financial Risk, Customer Service
Education
Cedarville University 1989 — 1993
BA, Finance
KeyBank Real Estate Capital July 2005 - Present
KeyBank, N.A. January 2002 - June 2005
Central Indiana Restaurants May 1994 - April 1999
Education
Thunderbird School of Global Management 1999 — 2000
Indiana Institute of Technology 1992 — 1995
BSBA, Finance & Marketing
University of the Punjab, Lahore 1989 — 1991
B.Com, Accounting
Department of the Treasury- IRS April 2014 - Present
Dept of the Treasury-IRS October 2008 - Present
AJ's FAMOUS BBQ, LLC August 2001 - Present
HCR Manor Care/Heartland of Mt. Airy May 2007 - May 2008
KeyBank, NA May 1996 - February 2007
Skills
Strategic Planning, Leadership
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Master's degree, Human Resources Management/Personnel Administration, General, 4.0
Missouri Western State University 1989 — 1993
Bachelor's of Science in Business Administration, Marketing/Marketing Management, General
Boise Bible College January 2013 - Present
Home Federal Bank January 2012 - January 2013
KeyBank September 2003 - January 2012
KeyBank NA June 2002 - September 2003
KeyBank January 2001 - January 2002
KeyBank January 1997 - January 2001
Skills
Loans, Banking, Business Development, Credit, Customer Service, Marketing, Team Building, Small Business Lending, Management, Commercial Banking, Sales Management, Payroll, Loan Origination, Microsoft Excel, Finance, Sales, Small Business, New Business Development, Financial Analysis, Event Management, Customer Satisfaction, Financial Services, Account Management, Strategic Planning, Training, Networking, Commercial Lending
Education
Northwest Nazarene University 2002 — 2003
2003
BA, Business Administration
KeyBank NA October 2006 - Present
Charter One Bank September 1995 - July 2006
Charter One Bank January 1995 - January 1998
Skills
Credit, Mortgage Lending, Loans, Loan Origination, Management, Sales
Education
Notre Dame College of Ohio
Bachelor of Arts
Lorain County Community College
KeyBank, N.A. Mortgage Loan SpecialistAmTrust BankJanuary 1999 - November 2002
Education
Cleveland State University 1989 — 1995
KeyBank October 2014 - Present
KeyBank, N.A. May 2013 - October 2014
KeyBank December 2002 - May 2013
KeyBank December 1990 - October 2002
Marine Midland Bank (nka HSBC) April 1988 - November 1990
European American Bank June 1986 - April 1988
Skills
Commercial Banking, Loans, Small Business, Sales, Strategic Planning, Human Capital..., Team Building, Driving Results, SBA, Women Owned Business..., Treasury Management, Financial Analysis, Philanthropy, Mortgage Lending, Retail Banking, Human Capital, Strategy, Finance, Commercial Lending, Banking, Cash Management, Credit, Small Business Lending, Wealth Management, Executive Management, Credit Analysis, Lines Of Credit, Consumer Lending, Asset Based Lending, Middle Market, Leadership, Coaching, Loan Origination, Mergers & Acquisitions
Education
Case Western Reserve University - Weatherhead School of Management 2002 — 2002
Exec, Executive Leadership Program
Colgate University 1982 — 1986
BA, International Relations/ French
Kingston High School 1979 — 1982
New York State Regents
Harris Bank Business Banking Team LeaderHarris Bank2007 - Present
Fifth Third Bank 2004 - 2007
Key Bank 1997 - 2004
KeyCorp 1997 - 2004
KeyBank, NA 1996 - 2003
Education
Indiana University Bloomington 1988 — 1992
KeyBank, NA June 2005 - Present
KeyBank, NA August 2003 - June 2005
Independent Advisors September 2002 - December 2002
NASA Glen Research Center May 2002 - August 2002
Education
John Carroll University 2003 — 2007
MBA, Finance
Cleveland State University 1999 — 2003
BBA, Finance
Capital One Bank July 2014 - Present
Capital One December 2011 - July 2014
Citi Group November 2010 - December 2011
KeyBank NA April 2007 - June 2010
General Dynamics Information Technology January 2006 - April 2007
Sprint Nextel August 2004 - January 2006
T-Mobile USA July 2001 - August 2004
AT&T Wireless 1992 - 1996
Skills
Real Estate, Real Estate Development, Disposition, Corporate Real Estate, Entitlements, Real Estate Transactions, Leases, Mergers, Asset Management, Contract Negotiation, Zoning, Management, Real Estate Economics, Commercial Real Estate, Mergers & Acquisitions, Business Development
Education
Tulane University Law School 1997 — 1999
Juris Doctor, Law
Thomas M. Cooley Law School 1996 — 1997
Juris Doctor, Law
Susquehanna University 1987 — 1991
BA, Communications
Ramapo College of New Jersey
Ramsey High School
Defense Finance and Accounting Services January 2010 - Present
Lockheed Martin Corporation January 2006 - January 2010
National City Bank 2000 - 2006
National City Corporation January 2000 - November 2005
KeyBank, N.A. October 1995 - November 1999
DRT Systems International July 1990 - August 1995
Arrow International, Inc. June 1985 - May 1990
Coopers & Lybrand 1983 - 1985
Education
Cleveland State University 2003 — 2005
EMBA, Generalist Program
Lorain High School
Lorain High School
Houston Grand Opera October 2011 - Present
cleveland institute of music June 2009 - November 2010
KeyBank, NA April 1991 - February 2006
Skills
Non-profits, Grant Writing, Event Planning, Community Outreach, Stewardship, Annual Giving, Event Management, Higher Education, Public Speaking, Nonprofits
Education
University of Oklahoma 1968 — 1971
Bachelor of Science (B.S.), Economics
University of Oklahoma
Retired from KeyCorp 2011 - 2013
KeyBank NA 1993 - 2011
Bank One Dayton NA 1986 - 1993
Winters National Bank / Bank One Dayton NA 1970 - 1986
Skills
Commercial Banking, Loans, Commercial Lending, Portfolio Management, Banking, Credit Analysis
Education
Bowling Green State University 1966 — 1970
BS, Finance
The Cleveland Clinic November 2014 - Present
NY Life Insurance & Annuities April 2014 - October 2014
Proficio Mortgage Ventures, LLC May 2013 - August 2013
Chase Bank NA August 2010 - April 2013
FHM Solutions November 2009 - August 2010
Quicken Loans October 2008 - November 2009
KeyBank NA 2004 - 2008
The Lending Group of Ohio September 2001 - May 2004
Skills
Mortgage Lending, Credit, Loans, Underwriting, Mortgage Banking, Banking, Customer Service, Finance, Credit Analysis, Loan Origination, Leadership, FHA, Financial Analysis, Sales, Training, Mortgage Servicing, Portfolio Management, Small Business Lending, Detailed Organization, Mortgage Sales, Mortgage Processing, Mortgage Jr Underwriting, Medical Billing
Education
University of Phoenix 2010 — 2013
Associate’s Degree, Business Administration and Management, General, 3.2
Kent State University 1993 — 1995
Business Administration, 3.2
Florida Agricultural and Mechanical University 1990 — 1992
Business administration, 3.2
Huntington National Bank November 2003 - Present
Merrill Lynch, Pierce, Fenner & Smith April 1998 - November 2003
KeyBank, N.A. April 1986 - March 1998
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Managment
Education
Case Western Reserve University - Weatherhead School of Management 1994 — 1996
Master of Business Administration (MBA), Banking and Finance
Baldwin Wallace University 1988 — 1991
Bachelor of Arts, Finance & Economics
Collinwood High School
KeyBank June 2006 - Present
KeyBank N.A. June 2000 - June 2006
KeyBank September 1977 - September 2000
Skills
Risk Management, Vendor Management, Commercial Banking, Enterprise Risk..., Process Improvement, Operational Risk..., Business Analysis, Relationship Management, Portfolio Management, Disaster Recovery, Business Continuity, Risk Assessment, Information Security
Education
John Carroll University 1982 — 1997
MBA, General Business
Bowling Green State University 1969 — 1973
Bachelor's degree, Education - Mathematics
Jeppesen March 2008 - Present
Adam Aircraft November 2005 - February 2008
KeyBank N.A. 1990 - 2005
Skills
Microsoft Office, Aviation, Program Management, Aircraft, Project Management, Leadership, Process Improvement, Project Planning, Team Leadership
Education
San Diego Mesa College
Seattle University
HighTower Advisors May 2011 - Present
Navigant Consulting May 2008 - December 2010
ABN AMRO Asset Management November 2005 - May 2008
Key Bank McDonald Investments November 2002 - October 2005
KeyBank NA July 2000 - November 2002
NASD Regulation April 1997 - July 2000
Mellon Mortgage 1995 - 1997
Skills
Procedures manuals, Legal research, Surveillance, Writing, Investment Advisory, Banking, Securities, AML, Hedge Funds, FINRA, Series 7, Asset Managment, Alternative Investments, Capital Markets, Wealth Management, Mutual Funds, Investments, Asset Management, Policy, Financial Services
Education
Cleveland State University - Cleveland-Marshall College of Law 2001 — 2005
Doctor of Law (JD), Law
Cleveland State University 2000 — 2001
MBA, Finance
Michigan State University 1985 — 1990
Pre-Law, Economics
Lansing Sexton 1983 — 1985
High School Diploma, College Prep
KeyBank N.A. May 2007 - Present
Key Bank Corp 2002 - Present
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Banking, Credit, Credit Analysis, Lines Of Credit, Consumer Lending, Retail Banking, Portfolio Management, Middle Market, Mortgage Lending, Credit Risk, Asset Based Lending, SBA, Treasury Management, Commercial Mortgages, Loan Origination, Underwriting
Education
University of Wisconsin at Madison 1994 — 1996
BAI Graduate School of Banking, Banking
Siena College 1977 — 1992
Marketing & Management
KeyBank, N.A. Vice PresidentKeyBankMay 2005 - December 2006
Education
State University of New York College at Buffalo 2006 — 2008
University at Buffalo 2006 — 2008
Master, Management
Baruch College, City University of New York (CUNY) 1975 — 1979
bachelor, Marketing, economics
KeyBank N.A. November 2009 - Present
Ally Financial Inc. August 2008 - November 2009
Ally Financial, Inc. December 2005 - August 2008
Skills
Commercial Lending, Credit Analysis, Credit, Credit Risk, Loans, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Financial Statement..., Relationship Management, Banking, Treasury Management, Small Business Lending, Finance, Financial Modeling, Retail Banking, Cash Management
Education
Cleveland State University 1999 — 2003
Bachelor of Business Administration, Business Economics
Miami University 1998 — 2000
Rocky River High School 1993 — 1997
Lakewood
KeyBank NA January 2007 - Present
U-Store-It May 2005 - December 2006
Education
Kent State University 2001 — 2005
J P Morgan Chase Bank August 2011 - Present
JP Morgan Chase May 2010 - August 2011
JPMorgan Chase February 2007 - May 2010
KeyBank, NA 1997 - 2005
Chase Bank/formerly Bank One 1994 - 1997
Skills
Credit, Small Business Lending, Consumer Lending, Relationship Management, Customer Service, Leadership, Leadership Development, Salesforce.com
Education
Indiana University-Purdue University at Indianapolis 1993 — 1995
Master of Public Administration (MPA), Personnel Management
Indiana University-Purdue University at Indianapolis 1984 — 1989
Bachelors Degree
Self Employed Marketing Professional November 2010 - Present
St. Lawrence Centre February 2008 - August 2010
St. Lawrence Centre February 2008 - August 2010
Hass MS&L (for GM Powertrain in Massena, NY) April 2007 - February 2008
KeyBank, NA December 2005 - March 2007
ComLinks Women's Entrepreneurial Business Center December 2004 - September 2005
Atlantic Testing Laboratories, Limited May 2003 - September 2004
Skills
Public Relations, Advertising, Adobe Creative Suite, Budgets, Business Development, Coaching, Customer Service, Event Planning, Internal Communications, Leadership, Management, Marketing, Market Analysis, Marketing Communications, Marketing Strategy, Media Relations, Newsletters, Public Speaking, Retail, Sales, Social Media, Social Media Marketing, Strategic Planning, Time Management, Training
Education
Clarkson University 2001 — 2003
M.B.A., Business Administration with a concentration on Marketing
State University of New York College at Potsdam 1997 — 2000
B.A.s, Political Science, Philosophy, Pre-Law
Victory Capital Management 2011 - 2012
KeyBank, NA 2008 - 2011
KeyBank 2002 - 2008
KeyBank 1999 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Banking, Asset Managment, Finance, Corporate Finance, Valuation, Financial Statement..., Essbase, Forecasting, Process Improvement, Accounting, Investments, Strategy, Cash Management, Portfolio Management, Investment Management, Treasury Management, Revenue Cycle Management, Mergers & Acquisitions
Education
Cleveland State University 1988 — 1991
MBA, Finance
Miami University 1981 — 1985
BA, Political Science
KeyBank, NA 2010 - Present
KeyBank November 2009 - Present
Key Bank 1997 - 2007
Skills
Financial Analysis, Credit Analysis, Underwriting, Insurance, Coaching, Credit, Finance, Mortgage Lending, Banking, Commercial Banking, Commercial Mortgages, FHA, Commercial Lending, Mortgage Banking
Education
Portland State University 2007 — 2010
Business
Greater Hudson Bank August 2008 - Present
KeyBank N.A. 2001 - 2008
Union State Bank 2001 - 2008
Skills
Banking, Loans, Commercial Banking, Credit, Commercial Lending, Small Business Lending, Branch Banking, Lines Of Credit, Credit Analysis, Retail Banking, Consumer Lending, Deposits, Loan Origination, Cross Selling, Mortgage Lending
Education
State University of New York at New Paltz 1997 — 2000
B.A., Communications, Radio/TV Production
KeyBank N.A March 2013 - Present
East West Bank August 2012 - March 2013
KeyBank January 2007 - July 2012
KeyBank February 2000 - December 2006
Skills
Commercial Lending, Lines Of Credit, Loans, Credit Risk, Commercial Banking, Consumer Lending, Credit Analysis, Banking, Credit, Small Business Lending, Mergers & Acquisitions, Loan Origination, Cash Management, Financial Analysis
Education
Portland State University
University of Phoenix
Bachelor of Science
The Summit County Historical Society of Akron, Ohio March 2013 - February 2014
FirstMerit Bank, N.A. , Akron, Ohio February 2009 - September 2013
The Glenmede Trust Company, N.A. July 1997 - November 2008
KeyBank, N.A. May 1985 - July 1997
Skills
Finance, Estate Planning, Asset Managment, Financial Services, Strategic Financial..., Asset Management, Tax, Wealth Management
Education
National Graduate Trust School 1988 — 1989
Trust Services
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Cleveland State University - Cleveland-Marshall College of Law 1970 — 1974
J.D., Law
Allegheny College 1965 — 1969
B.A., History
KeyBank NA 2004 - Present
Bank One 1995 - 2004
Skills
Tax Accounting, Income Tax
Education
University of Michigan 1975 — 1979
BBA, Accounting
Univar December 2013 - Present
Hallmark Services Corporation 2012 - 2013
Keybank, N.A. July 2005 - October 2011
AutoFinance Group / Keybank Auto Specialty Finance September 1991 - June 2005
Lemont Savings Association September 1976 - September 1991
Skills
Research, Accounting, Forecasting, Budgeting, Balance, Banking, Financial Analysis, Financial Reporting, Variance Analysis, Excel, Financial Accounting, Six Sigma, Microsoft Office, Budgets, Finance, Analysis, Auditing, Accounts Payable, Business Analysis, Management
Education
Eastern Illinois University 1970 — 1973
BS, Education
Joliet Junior College
Accounting
Bank of the West March 2014 - Present
Bank of the West November 2011 - February 2014
Bank of the West September 2007 - October 2011
KeyBank, NA November 1998 - September 2007
Skills
Risk Management, Portfolio Management, New Business Development, Consumer Lending, Credit, Loans, Banking, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending
Education
Cleveland State University 1992 — 1994
MBA, Business Administration
Kent State University 1986 — 1990
Bachelor, Finance, Business Management, Real Estate
TD August 2014 - Present
KeyBank N.A. February 2010 - August 2014
Cliffs Natural Resources June 2008 - February 2010
Skills
Analysis, Finance, Market Risk, Basel II, Economic Capital, Financial Modeling, Financial Analysis, Financial Reporting, Risk Management, Corporate Finance
Education
Weatherhead School of Management at Case Western Reserve University 2008 — 2009
MS
Baldwin Wallace University 2004 — 2008
BA
Western Reserve Partners LLC 2015 - Present
Western Reserve Partners LLC 2013 - 2015
Western Reserve Partners LLC 2011 - 2013
Northcoast Research 2009 - 2011
KeyBanc Capital Markets 2009 - 2009
KeyBank, N.A. 2008 - 2009
KeyBanc Capital Markets 2008 - 2009
Sherwin Williams 2006 - 2007
Education
Case Western Reserve University 2005 — 2008
B.S., Accounting, Minor in Banking and Finance
KeyBank N.A. March 2007 - Present
KeyTrust Company N.A. March 2007 - November 2014
Victory Capital Management March 2007 - June 2013
Skills
Securities, Investments, Financial Services, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Investment Management, FINRA, Asset Management, Equities, Banking
Education
University of Gothenburg 2001 — 2003
M.B.A., Business Administration
University of Gothenburg 1999 — 2001
B.B.A., Business Administration
University of Gothenburg 1996 — 1999
B.A., Economic History
Not Currently Employed Assistant DirectorDress for Success HoustonApril 2011 - February 2012
KeyBank September 1997 - January 2006
KeyBank N.A January 2004 - January 2005
KeyBank September 1997 - January 2005
KeyBank N.A September 1997 - January 2005
KeyBank March 2003 - January 2004
KeyBank September 1997 - January 2000
National Bank of Alaska September 1996 - September 1997
National Bank of Alaska September 1996 - September 1997
British Bank Of the Middle East October 1993 - September 1995
Skills
Sales, Business Development, Management, CRM, Sales Management, Marketing, Credit, Banking, Loans, Negotiation, Risk Management, Coaching, Portfolio Management, Training, Leadership, Mortgage Lending, Recruiting, Relationship Management, Customer Service, Finance, Strategic Planning, Analysis, Executive Management, Contract Negotiation
Education
Arapahoe Community College 1982 — 1985
Associate of General Studies/Business Degree, Business Management
Arapahoe Community College
Associate of General Studies/Business Degree
Metropolitan State College
Business Management
PNC Financial Services Group November 2013 - Present
Keybank, N.A. February 2012 - November 2013
S&P Solutions April 2011 - October 2013
Key Bank February 2011 - February 2012
Key Bank June 2007 - February 2011
Key Bank January 2007 - June 2007
Key Bank August 2002 - January 2007
KeyBank June 2000 - August 2002
Ford Motor Company April 1999 - June 2000
Skills
Disaster Recovery, SDLC, Vendor Management, Banking
Education
John Carroll University 1997 — 2000
BSBA, Management, Information Systems
KeyBank NA June 1999 - February 2010
Education
Stonier Graduate School of Banking, American Bankers Association 2001 — 2003
Diploma of Advanced Business
Bluffton University 1966 — 1970
BA, English and History
KeyBank, N.A. 2012 - Present
Equinox, Inc. 2008 - Present
AIDS Council of Northeastern New York 2007 - Present
Key Bank March 1990 - Present
Equinox, Inc. 2008 - 2011
Skills
Financial Risk..., Credit Risk, Financial Analysis, Community Outreach, Non-profits, Commercial Banking, Fundraising, Risk Management, Credit, Finance, Banking, Financial Risk, Cash Management, Loans, Small Business Lending, Commercial Mortgages, Commercial Lending, Portfolio Management, Credit Analysis, Nonprofits, Mergers & Acquisitions, Consumer Lending, Treasury Management, Mortgage Lending, Lines Of Credit, Leadership, Underwriting, Retail Banking, Relationship Management, Financial Services, Funding, Loan Origination, Executive Management, Strategic Financial..., Operational Risk..., Asset Based Lending, Wealth Management, Financial Structuring, Investments, Corporate Finance, Due Diligence, Investment Banking, Asset Management, Financial Modeling, Cross Selling, Securities, Valuation, Deposits, Structured Finance, Mutual Funds
Education
California Intercontinental University 2012 — 2015
Doctor of Philosophy (Ph.D.), Global Business and Leadership, Working on dissertation at present. Expect to complete studies this year.
The Sage Colleges-Sage Graduate School 2001 — 2002
MBA, Business Management / Finance
The Sage Colleges - Russell Sage College 1990 — 2001
BS, Business Administration
Hudson Valley Community College 1987 — 1989
AAS, Human Services
College of Nanoscale Science and Engineering of the University at Albany January 2009 - Present
Key Bank NA July 1989 - May 2011
KeyBank NA July 1989 - May 2011
Skills
Security, Risk Assessment, Access Control, Protection, Management, Intelligence, Law Enforcement, Alarm Systems, Access, Patrol, Physical Security, Security Management, Emergency Management, Private Investigations, Fraud, Surveillance, Fire Alarm, Investigation, Security Operations, CCTV
Education
Hudson Valley Community College 1979 — 1979
Certification, Water Supply Treatment Operator IA
Ravena-Coeymans-Selkirk Central 1969 — 1974
Highschool Diploma, Art, Science & Industrial Arts
TD April 2013 - Present
Rhinebeck Bank June 2011 - March 2013
KeyBank NA September 2008 - June 2011
Washington Mutual/Indymac Bank/American Home Mortgage April 2006 - September 2008
Entrepreneurial Ventures December 2003 - July 2008
Provident Bank February 2004 - April 2004
HSBC June 1994 - December 2003
HSBC Bank USA January 2000 - January 2003
HSBC Bank USA January 1997 - January 2000
HSBC Bank USA January 1994 - January 1997
Skills
Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Banking, Credit Analysis, Insurance, Small Business, Portfolio Management, Loans, Real Estate, Team Building, Investments, Coaching, New Business Development, Retail Banking
Education
Union College 1988 — 2003
University of Virginia 2000 — 2002
Graduate School, Retail Bank Management
Union College
East Asian Studies; Modern Languages
TD July 2013 - Present
SOVEREIGN BANK / SANTANDER May 2011 - June 2013
SOVEREIGN BANK / SANTANDER December 2011 - June 2012
KEYBANK, NA December 2009 - April 2011
NATIONAL CITY BANK / PNC BANK January 2008 - August 2009
National City Bank January 2005 - December 2007
National City Bank October 1999 - December 2004
Skills
Banking, Credit, Loans, Retail Banking, Risk Management, Consumer Lending, Finance, Sales Management, Leadership, Management, Strategic Planning, Business Development, Training, Underwriting, Sales, Customer Service, Budgets, Marketing, Sales Process, Retail
Education
Ball State University 1987 — 2002
BS, Economics
KeyBank NA September 2011 - Present
KeyBank NA October 2005 - August 2011
JBH Company January 2003 - September 2005
National Retail Partners LLC January 2000 - January 2003
Burnham Pacific Properties January 1998 - January 2000
Skills
Loan Servicing, Commercial Banking, Loan Documentation, Credit, Banking, Loans, Portfolio Management, Microsoft Excel, Microsoft Word, Credit Analysis, Administrative..., Finance, Access, Leadership, Commercial Lending, Risk Management, Mortgage Lending, Management, Budgets, Payroll, Analysis, System Administration, Human Resources, Office Management, Marketing, Lotus Notes, Construction Loans, Financial Analysis, Borrowing Base..., Collateral Management, Loan Modifications, Customer Service
Education
Clackamas Community College 1995 — 1996
Business, Computer
Hillsboro High School 1977 — 1980
High School Diploma, General Studies
Xpress Loan Servicing July 2005 - May 2011
KeyBank NA February 1996 - April 2005
KeyCorp Management Co April 1993 - February 1996
Skills
Account Reconciliation, Journal Entries, Cash Management, Auditing, General Ledger, Tax, Invoicing, Accounting
Education
Kent State University
B.A.
Mack-Cali Realty Corporation - Keystone Property Group May 2012 - January 2015
KeyBank N.A. 2003 - 2011
The MONY Group 1985 - 2002
BOMA Westchester 1985 - 1994
Barclay Bank of New York February 1983 - December 1985
Gestetner Corporation May 1978 - February 1983
Skills
Facilities Management, Property Management, Corporate Real Estate, Lease Administration, Construction, Preventive Maintenance, Vendor Management, Contract Negotiation, Team Building, Change Management, Project Management, Asset Managment, Budgets, Facilities Operations, Strategic Planning, Customer Service, Process Improvement, Contract Management
Education
Westchester Community College 1980 — 1983
Associate's degree, Civil Engineering Technology/Technician
City University of New York-Herbert H. Lehman College 1974 — 1978
Bachelor's degree, Geography and Geology
Brown Mackie College March 2013 - Present
Keybank N.A. 1997 - 2013
Education
Brown Mackie College-Boise 2013 — 2014
still in studies, Medical Assistant / Phlabotomist, 3.9
KeyBank NA 1992 - Present
KPMG 1986 - 1992
Skills
U.S. tax withholding, Information reporting, Corporate tax
Education
The University of Akron
Master of Taxation
Lake Erie College
Bachelor of Science (BS), Accounting