LEAF Financial Corporation
Industry: Company
DescriptionFounded: 1983 Subsidiaries: NetBank Business Finance,
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LEAF Financial Corporation Employees
Employee
Years
Job
Industry
LaTanya Brown LaTanya Brown's LEAF Financial Corporation Experience November 2005 - February 2013
Job Retail Sales Support at Marlin Business Services Corp
Industry Financial Services
Experience
Marlin Business Services Corp February 2013 - Present
LEAF Financial Corporation November 2005 - February 2013
Education
Montgomery County Community College
Criminal Justice/Law Enforcement Administration
Marlin Business Services Corp February 2013 - Present
LEAF Financial Corporation November 2005 - February 2013
Education
Montgomery County Community College
Criminal Justice/Law Enforcement Administration
Eric Axelson Eric Axelson's LEAF Financial Corporation Experience May 2007 - August 2007
Job Luxury Condo Expert in Philadelphia
Industry Real Estate
Experience
The Condo Shops November 2014 - Present
Kurfiss Sotheby's International Realty August 2011 - November 2014
Merit Capital Advance, LLC November 2007 - March 2008
Merit Capital Advance, LLC August 2007 - November 2007
LEAF Financial Corporation May 2007 - August 2007
LEAF Financial Corporation July 2006 - May 2007
Citicorp Vendor Finance, Inc. dba CitiCapital December 2002 - July 2006
Skills
Real Estate, Residential Homes, Condos, Relocation, Contract Negotiation, First Time Home Buyers, Short Sales, Single Family Homes, Sellers, Negotiation, Buyer Representation, Loans, Customer Service, Investment Properties, Real Estate Transactions
Education
Camden County College 2002 — 2012
Associate
The Condo Shops November 2014 - Present
Kurfiss Sotheby's International Realty August 2011 - November 2014
Merit Capital Advance, LLC November 2007 - March 2008
Merit Capital Advance, LLC August 2007 - November 2007
LEAF Financial Corporation May 2007 - August 2007
LEAF Financial Corporation July 2006 - May 2007
Citicorp Vendor Finance, Inc. dba CitiCapital December 2002 - July 2006
Skills
Real Estate, Residential Homes, Condos, Relocation, Contract Negotiation, First Time Home Buyers, Short Sales, Single Family Homes, Sellers, Negotiation, Buyer Representation, Loans, Customer Service, Investment Properties, Real Estate Transactions
Education
Camden County College 2002 — 2012
Associate
Jonathan McSparran Jonathan McSparran's LEAF Financial Corporation Experience April 2008 - November 2009
Job Claims Representative, Lawyers' Professional Liability Claims at CNA Insurance
Industry Insurance
Experience
CNA Insurance August 2015 - Present
CNA Insurance June 2014 - July 2015
SeniorLAW Center December 2013 - May 2014
Honorable Matthew D. Carrafiello, Philadelphia County Court of Common Pleas, Orphans' Division October 2013 - November 2013
Honorable Sandra Mazer Moss, Philadelphia County Court of Common Pleas, Civil Division August 2013 - October 2013
Honorable Lynne A. Sitarski, Magistrate Judge for the Eastern District of Pennsylvania January 2013 - April 2013
SeniorLAW Center June 2012 - August 2012
Public Interest Law Center of Philadelphia September 2011 - April 2012
Disability Rights Network of Pennsylvania May 2011 - August 2011
LEAF Financial Corporation April 2008 - November 2009
Skills
Legal Research, Legal Writing, Legal Support, Legal Assistance, Westlaw, Lexis, Research, Document Drafting, Legal Issues, Document Review, Courts, Appeals, Trials, Employment Law, Criminal Defense, Family Law, Legal Compliance
Education
Drexel University School of Law 2010 — 2013
J.D.
B.A., Temple University 2002 — 2006
Bachelor of Arts (B.A.), Environmental Studies
Solanco High School
CNA Insurance August 2015 - Present
CNA Insurance June 2014 - July 2015
SeniorLAW Center December 2013 - May 2014
Honorable Matthew D. Carrafiello, Philadelphia County Court of Common Pleas, Orphans' Division October 2013 - November 2013
Honorable Sandra Mazer Moss, Philadelphia County Court of Common Pleas, Civil Division August 2013 - October 2013
Honorable Lynne A. Sitarski, Magistrate Judge for the Eastern District of Pennsylvania January 2013 - April 2013
SeniorLAW Center June 2012 - August 2012
Public Interest Law Center of Philadelphia September 2011 - April 2012
Disability Rights Network of Pennsylvania May 2011 - August 2011
LEAF Financial Corporation April 2008 - November 2009
Skills
Legal Research, Legal Writing, Legal Support, Legal Assistance, Westlaw, Lexis, Research, Document Drafting, Legal Issues, Document Review, Courts, Appeals, Trials, Employment Law, Criminal Defense, Family Law, Legal Compliance
Education
Drexel University School of Law 2010 — 2013
J.D.
B.A., Temple University 2002 — 2006
Bachelor of Arts (B.A.), Environmental Studies
Solanco High School
Suzanna Reither Suzanna Reither's LEAF Financial Corporation Experience October 2003 - June 2010
Job Corrective Action Program Coordinator
Industry Utilities
Experience
Saulsbury Industries January 2015 - Present
CB&I August 2011 - January 2015
PenServ Plan Services July 2010 - July 2011
LEAF Financial Corporation October 2003 - June 2010
Skills
Financial Analysis, Auditing, Contract Management, Microsoft Excel, Access, Accounting, Budgets, Finance, SAP, Accounts Receivable, Invoicing, Account Reconciliation, Cost Accounting, Financial Accounting, JD Edwards, Accounts Payable, Customer Service
Education
Columbia College (SC) 1999 — 2003
Bachelor of Arts, Business Administration
Saulsbury Industries January 2015 - Present
CB&I August 2011 - January 2015
PenServ Plan Services July 2010 - July 2011
LEAF Financial Corporation October 2003 - June 2010
Skills
Financial Analysis, Auditing, Contract Management, Microsoft Excel, Access, Accounting, Budgets, Finance, SAP, Accounts Receivable, Invoicing, Account Reconciliation, Cost Accounting, Financial Accounting, JD Edwards, Accounts Payable, Customer Service
Education
Columbia College (SC) 1999 — 2003
Bachelor of Arts, Business Administration
Katie Bradford Osborne Katie Bradford Osborne's LEAF Financial Corporation Experience 2006 - 2007
Job Photographer, Graphic Designer, Artist at The Roaring Artist
Industry Fine Art
Experience
The Roaring Artist February 2012 - Present
Katie Bradford Osborne Photography September 2007 - February 2012
LEAF Financial Corporation 2006 - 2007
Skills
Art, Photoshop, Adobe Creative Suite, Photography, Illustrator, Editing, Fine Art, InDesign, Painting, Blogging, Graphic Design, Marketing, Creative Writing, Digital Photography
Education
Art Institute of Philadelphia 2007 — 2009
Photography
University of Florida - Warrington College of Business Administration 2004 — 2006
BSBA, Business
The Roaring Artist February 2012 - Present
Katie Bradford Osborne Photography September 2007 - February 2012
LEAF Financial Corporation 2006 - 2007
Skills
Art, Photoshop, Adobe Creative Suite, Photography, Illustrator, Editing, Fine Art, InDesign, Painting, Blogging, Graphic Design, Marketing, Creative Writing, Digital Photography
Education
Art Institute of Philadelphia 2007 — 2009
Photography
University of Florida - Warrington College of Business Administration 2004 — 2006
BSBA, Business
Deborah Messner Deborah Messner's LEAF Financial Corporation Experience July 2005 - November 2009
Job Account Resolution Expert Bethlehem Shared Service Center
Industry Hospital & Health Care
Experience
Bethlehem Shared Service Center November 2014 - Present
MedClaims International January 2011 - October 2014
LEAF Financial Corporation July 2005 - November 2009
Canon Financial Services, Inc. 2003 - 2005
Fidelity/Citicapital 1998 - 2000
Skills
ICD-9-CM, CPT, FDCPA, Typing, Microsoft Office, Microsoft Excel, Microsoft Word, Emdeon, NaviNet, Availity, Accurint, Credit, Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, Financial Analysis, Collections, Insurance
Education
Pennsylvania Institute of Technology 2010 — 2011
Career Certificate, Medical Billing and Coding
South Philadelphia High School 1985 — 1989
Graduate
Bethlehem Shared Service Center November 2014 - Present
MedClaims International January 2011 - October 2014
LEAF Financial Corporation July 2005 - November 2009
Canon Financial Services, Inc. 2003 - 2005
Fidelity/Citicapital 1998 - 2000
Skills
ICD-9-CM, CPT, FDCPA, Typing, Microsoft Office, Microsoft Excel, Microsoft Word, Emdeon, NaviNet, Availity, Accurint, Credit, Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, Financial Analysis, Collections, Insurance
Education
Pennsylvania Institute of Technology 2010 — 2011
Career Certificate, Medical Billing and Coding
South Philadelphia High School 1985 — 1989
Graduate
Anthony Turrall Anthony Turrall's LEAF Financial Corporation Experience January 2005 - December 2005
Job Sr. Territory Manager at Caterpillar Financial
Industry Financial Services
Experience
Caterpillar Financial April 2012 - Present
Ricoh Business Solutions August 2011 - April 2012
CIT December 2005 - February 2011
LEAF Financial Corporation January 2005 - December 2005
CIT August 1999 - January 2005
Skills
Management, Sales Operations, Risk Management, Account Management, Credit, Financial Analysis, Sales, Forecasting, Team Building, Negotiation, Sales Management
Education
University of South Florida - College of Business Administration
BS, Finance
Caterpillar Financial April 2012 - Present
Ricoh Business Solutions August 2011 - April 2012
CIT December 2005 - February 2011
LEAF Financial Corporation January 2005 - December 2005
CIT August 1999 - January 2005
Skills
Management, Sales Operations, Risk Management, Account Management, Credit, Financial Analysis, Sales, Forecasting, Team Building, Negotiation, Sales Management
Education
University of South Florida - College of Business Administration
BS, Finance
Jamar Flanagan Jamar Flanagan's LEAF Financial Corporation Experience 2007 - 2010
Job Partner at MPS Solutions, LLC
Industry Staffing and Recruiting
Experience
MPS Solutions, LLC January 2015 - Present
ModSpace Corporation (Aerotek Staffing) February 2015 - June 2015
IHS Global Inc (Equity Staffing Group) July 2014 - December 2014
Catholic Health Initiatives (Equity Staffing Group) February 2014 - July 2014
Accountemps November 2012 - September 2013
LEAF Financial Corporation 2007 - 2010
RSI Enterprises 2000 - 2005
Skills
Credit Analysis, Negotiation, Portfolio Management, Strategic Planning, Risk Management, Project Finance, Account Management, Talent Management, Microsoft Excel, Cold Calling, Recruiting, Management, Mutual Funds, Customer Service, Talent Acquisition, Credit, Leadership, Finance, Business Development, Analysis, Forecasting, Credit Risk, Financial Reporting, Vendor Management, Loans, Sales, Contract Negotiation, Banking, Sales Process, Financial Analysis, Relationship Management, Insurance, Asset Management, Employee Training, Microsoft Word, Microsoft Office, Financial Risk, CRM, Process Improvement
Education
Community College of Philadelphia 1991 — 1992
Accounting and Business/Management
MPS Solutions, LLC January 2015 - Present
ModSpace Corporation (Aerotek Staffing) February 2015 - June 2015
IHS Global Inc (Equity Staffing Group) July 2014 - December 2014
Catholic Health Initiatives (Equity Staffing Group) February 2014 - July 2014
Accountemps November 2012 - September 2013
LEAF Financial Corporation 2007 - 2010
RSI Enterprises 2000 - 2005
Skills
Credit Analysis, Negotiation, Portfolio Management, Strategic Planning, Risk Management, Project Finance, Account Management, Talent Management, Microsoft Excel, Cold Calling, Recruiting, Management, Mutual Funds, Customer Service, Talent Acquisition, Credit, Leadership, Finance, Business Development, Analysis, Forecasting, Credit Risk, Financial Reporting, Vendor Management, Loans, Sales, Contract Negotiation, Banking, Sales Process, Financial Analysis, Relationship Management, Insurance, Asset Management, Employee Training, Microsoft Word, Microsoft Office, Financial Risk, CRM, Process Improvement
Education
Community College of Philadelphia 1991 — 1992
Accounting and Business/Management
Sandi Haynes's LEAF Financial Corporation Experience February 2009 - April 2010
Job Customer Service Representative II at Shelter Insurance Companies
Industry Financial Services
Experience
Shelter Insurance Companies January 2014 - Present
Weiss Financial Innovations / Landers Weiss & Co March 2011 - January 2014
MetLife April 2010 - November 2010
LEAF Financial Corporation February 2009 - April 2010
MetLife August 2007 - March 2009
Northwestern Mutual August 2006 - August 2007
Edward Jones August 2004 - August 2006
Shelter Insurance Companies August 2003 - August 2004
H&R Block November 1994 - June 2003
Skills
Series 6, series 6, series 63,..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Analysis, Outlook, Banking, Strategic Planning, Equities, Risk Management, Accounting, Insurance, Research
Education
Columbia College 2012 — 2014
Law Enforcement
Missouri State University West Plains, MO. 2009 — 2014
Law Enforcement
Shelter Insurance Companies January 2014 - Present
Weiss Financial Innovations / Landers Weiss & Co March 2011 - January 2014
MetLife April 2010 - November 2010
LEAF Financial Corporation February 2009 - April 2010
MetLife August 2007 - March 2009
Northwestern Mutual August 2006 - August 2007
Edward Jones August 2004 - August 2006
Shelter Insurance Companies August 2003 - August 2004
H&R Block November 1994 - June 2003
Skills
Series 6, series 6, series 63,..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Analysis, Outlook, Banking, Strategic Planning, Equities, Risk Management, Accounting, Insurance, Research
Education
Columbia College 2012 — 2014
Law Enforcement
Missouri State University West Plains, MO. 2009 — 2014
Law Enforcement
Shelton Jones, CFP® Shelton Jones, CFP®'s LEAF Financial Corporation Experience December 2007 - February 2010
Job Vice President of Sales
Industry Financial Services
Experience
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Resource Real Estate January 2011 - November 2014
LEAF Financial Corporation December 2007 - February 2010
CNL Securities Corporation January 1998 - January 2007
Mutual Service Corporation January 1987 - January 1997
The Acacia Group January 1985 - January 1986
Skills
Series 7
Education
College for Financial Planning
Certified Financial Planner®
University of Central Florida
Bachelors, Accounting
Leeward Community College 1975 — 1977
Associates
Lakshay Puniani Lakshay Puniani's LEAF Financial Corporation Experience September 2012 - August 2013
Job Software Engineer
Industry Computer Software
Experience
International Literacy Association October 2013 - Present
LEAF Financial Corporation September 2012 - August 2013
Cloud Creo July 2012 - August 2012
Drexel University September 2011 - June 2012
Siemens Healthcare September 2010 - March 2011
Romsons Group of Industries October 2009 - March 2010
PJM Interconnection November 2008 - March 2009
Skills
ASP.NET, C #, VB.NET, C++, SQL, Java, jQuery, Sitefinity, IIS, WCF, JavaScript, HTML, CSS, Web Services, XML, C, Testing, XSL-FO, XSLT, Quality Center, Rapport
Education
Drexel University 2007 — 2012
BSCE, Computer Engineering
International Literacy Association October 2013 - Present
LEAF Financial Corporation September 2012 - August 2013
Cloud Creo July 2012 - August 2012
Drexel University September 2011 - June 2012
Siemens Healthcare September 2010 - March 2011
Romsons Group of Industries October 2009 - March 2010
PJM Interconnection November 2008 - March 2009
Skills
ASP.NET, C #, VB.NET, C++, SQL, Java, jQuery, Sitefinity, IIS, WCF, JavaScript, HTML, CSS, Web Services, XML, C, Testing, XSL-FO, XSLT, Quality Center, Rapport
Education
Drexel University 2007 — 2012
BSCE, Computer Engineering
Grisell Romero Grisell Romero's LEAF Financial Corporation Experience 2009 - 2010
Job Owner/Agent at EXIT Preferred Realty Group
Industry Real Estate
Experience
Exit Preferred Realty Group 2007 - Present
Exit Preferred Realty Group 2011 - 2011
LEAF Financial Corporation 2009 - 2010
2008-2009 Northern Funding LLC 2008 - 2009
JAB Real Estate Investment Group, LLC 2006 - 2008
2004-2006 Prism Property Management LLC 2004 - 2006
Hartfield,Titus and Donnelly 1992 - 2004
Skills
Real Estate, Property Management, Investment Properties, REO, Real Estate Development, Residential Homes, Condos, Short Sales, Foreclosures, Rentals, Leases, Loans, Sellers, Credit, Property, Investors, Negotiation, Real Estate Transactions, Finance
Education
Ramapo College of New Jersey
Ramapo College of New Jersey
Finance and Accounting
Exit Preferred Realty Group 2007 - Present
Exit Preferred Realty Group 2011 - 2011
LEAF Financial Corporation 2009 - 2010
2008-2009 Northern Funding LLC 2008 - 2009
JAB Real Estate Investment Group, LLC 2006 - 2008
2004-2006 Prism Property Management LLC 2004 - 2006
Hartfield,Titus and Donnelly 1992 - 2004
Skills
Real Estate, Property Management, Investment Properties, REO, Real Estate Development, Residential Homes, Condos, Short Sales, Foreclosures, Rentals, Leases, Loans, Sellers, Credit, Property, Investors, Negotiation, Real Estate Transactions, Finance
Education
Ramapo College of New Jersey
Ramapo College of New Jersey
Finance and Accounting
Aisha S. Evans's LEAF Financial Corporation Experience May 2007 - September 2009
Job Structured Assets and Annuity Underwriter at JGWPT Holdings, LLC.
Industry Financial Services
Experience
Freedom Mortgage Corporation December 2010 - May 2011
LEAF Financial Corporation May 2007 - September 2009
Schlesinger Associates September 2006 - May 2007
MBNA America Bank N.A. June 2004 - May 2006
MBNA America Bank N.A. June 2004 - May 2006
MBNA America Bank N.A. June 2004 - May 2006
Skills
Credit, Banking, Underwriting, Team Building, Loans, Marketing Strategy, Negotiation, Leadership, Mortgage Lending, Credit Analysis, Commercial Lending, Credit Risk
Education
Temple University 2000 — 2004
Bachelor Bachelor of Arts
Freedom Mortgage Corporation December 2010 - May 2011
LEAF Financial Corporation May 2007 - September 2009
Schlesinger Associates September 2006 - May 2007
MBNA America Bank N.A. June 2004 - May 2006
MBNA America Bank N.A. June 2004 - May 2006
MBNA America Bank N.A. June 2004 - May 2006
Skills
Credit, Banking, Underwriting, Team Building, Loans, Marketing Strategy, Negotiation, Leadership, Mortgage Lending, Credit Analysis, Commercial Lending, Credit Risk
Education
Temple University 2000 — 2004
Bachelor Bachelor of Arts
Patty Villani Patty Villani's LEAF Financial Corporation Experience 2006 - 2009
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners November 2010 - Present
Resource America Inc August 2009 - October 2010
LEAF Financial Corporation 2006 - 2009
Citizens Bank 2003 - 2005
NFC Consulting (affiliate of Talbot Financial Services November 1997 - December 1999
Talbot Financial Services April 1994 - November 1997
Safeco Life 1989 - 1994
Skills
Series 7, Series 63, Alternative Investments, Qualified Retirement..., Financial Services, Capital Markets, Private Equity, Variable Annuities, Fixed Annuities, Salesforce.com, 401k, Finance, Portfolio Management, Investments, Series 6, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
University of Phoenix
Franklin Square Capital Partners November 2010 - Present
Resource America Inc August 2009 - October 2010
LEAF Financial Corporation 2006 - 2009
Citizens Bank 2003 - 2005
NFC Consulting (affiliate of Talbot Financial Services November 1997 - December 1999
Talbot Financial Services April 1994 - November 1997
Safeco Life 1989 - 1994
Skills
Series 7, Series 63, Alternative Investments, Qualified Retirement..., Financial Services, Capital Markets, Private Equity, Variable Annuities, Fixed Annuities, Salesforce.com, 401k, Finance, Portfolio Management, Investments, Series 6, Securities, Asset Management, Mutual Funds, Asset Allocation
Education
University of Phoenix
Barry Morrell Barry Morrell's LEAF Financial Corporation Experience 2006 - 2009
Job Financial Consultant at RGP
Industry Financial Services
Experience
RGP July 2014 - Present
ACE Group February 2014 - June 2014
Boeing 2009 - 2013
LEAF Financial Corporation 2006 - 2009
Marlin Business Services Corp 2004 - 2006
Marlin Business Services Corp 1999 - 2004
Skills
Forecasting, Finance, Financial Modeling, Analysis, Auditing, Accounting, Budgets, Internal Audit, Variance Analysis, Management, Cash Management, Software Documentation, Portfolio Management, Financial Forecasting, Sales Operations, Policy, Testing, Databases, Treasury, Financial Analysis, Budget Process, Process Improvement
Education
Rowan University
Bachelor of Science (BS), Accounting and Finance
RGP July 2014 - Present
ACE Group February 2014 - June 2014
Boeing 2009 - 2013
LEAF Financial Corporation 2006 - 2009
Marlin Business Services Corp 2004 - 2006
Marlin Business Services Corp 1999 - 2004
Skills
Forecasting, Finance, Financial Modeling, Analysis, Auditing, Accounting, Budgets, Internal Audit, Variance Analysis, Management, Cash Management, Software Documentation, Portfolio Management, Financial Forecasting, Sales Operations, Policy, Testing, Databases, Treasury, Financial Analysis, Budget Process, Process Improvement
Education
Rowan University
Bachelor of Science (BS), Accounting and Finance
Jason Hilton Jason Hilton's LEAF Financial Corporation Experience 2005 - 2008
Job Vice President of Finance, Northwest Health Foundation
Industry Philanthropy
Experience
Northwest Health Foundation June 2014 - Present
Capital Pacific Bank December 2010 - June 2014
Capital Pacific Bank May 2008 - December 2010
LEAF Financial Corporation 2005 - 2008
Allco Enterprises, Inc 1999 - 2005
U.S. Bank 1997 - 1999
Skills
Commercial Banking, Loans, Commercial Lending, Risk Management, Credit Analysis, Finance, Public Speaking, Small Business Lending, Financial Services, Credit, Banking, Portfolio Management, Customer Service, Treasury Management, Investments, Mortgage Lending, Cash Management, Financial Analysis, Corporate Finance
Education
The University of Montana - School of Business Administration 1990 — 1995
B.S., Finance
SMHS
Northwest Health Foundation June 2014 - Present
Capital Pacific Bank December 2010 - June 2014
Capital Pacific Bank May 2008 - December 2010
LEAF Financial Corporation 2005 - 2008
Allco Enterprises, Inc 1999 - 2005
U.S. Bank 1997 - 1999
Skills
Commercial Banking, Loans, Commercial Lending, Risk Management, Credit Analysis, Finance, Public Speaking, Small Business Lending, Financial Services, Credit, Banking, Portfolio Management, Customer Service, Treasury Management, Investments, Mortgage Lending, Cash Management, Financial Analysis, Corporate Finance
Education
The University of Montana - School of Business Administration 1990 — 1995
B.S., Finance
SMHS
Ed Kern, MBA Ed Kern, MBA's LEAF Financial Corporation Experience February 2007 - December 2007
Job Sr. Business Analyst (Salesforce.com) at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group (Retirement Planning Services division) May 2014 - Present
LEAF Commercial Capital, Inc. February 2012 - January 2014
Canon Financial Services, Inc. April 2010 - February 2012
Canon Financial Services, Inc. May 2008 - April 2010
Canon Financial Services, Inc. December 2007 - May 2008
LEAF Financial Corporation February 2007 - December 2007
LEAF Financial Corporation January 2006 - February 2007
Temple University Housing and Residential Life October 2005 - January 2006
GE Water & Process Technologies November 1996 - September 2002
Skills
Business Analysis, Project Management, Salesforce.com, CRM, Business Intelligence, Leadership, Analysis, Process Improvement, IT Management, Finance, Financial Analysis, Portfolio Management, Quality Assurance, Customer Service, Software Project..., PMP, Credit, Team Building, Financial Services, Integration, Requirements Gathering, Financial Reporting, Sales Force Alignment, Customer Relations
Education
Villanova University 2011 — 2015
Masters Business Administration, Specialization in Finance and Strategic Management
Temple University 2002 — 2005
B.S., Computer Science
Lincoln Financial Group (Retirement Planning Services division) May 2014 - Present
LEAF Commercial Capital, Inc. February 2012 - January 2014
Canon Financial Services, Inc. April 2010 - February 2012
Canon Financial Services, Inc. May 2008 - April 2010
Canon Financial Services, Inc. December 2007 - May 2008
LEAF Financial Corporation February 2007 - December 2007
LEAF Financial Corporation January 2006 - February 2007
Temple University Housing and Residential Life October 2005 - January 2006
GE Water & Process Technologies November 1996 - September 2002
Skills
Business Analysis, Project Management, Salesforce.com, CRM, Business Intelligence, Leadership, Analysis, Process Improvement, IT Management, Finance, Financial Analysis, Portfolio Management, Quality Assurance, Customer Service, Software Project..., PMP, Credit, Team Building, Financial Services, Integration, Requirements Gathering, Financial Reporting, Sales Force Alignment, Customer Relations
Education
Villanova University 2011 — 2015
Masters Business Administration, Specialization in Finance and Strategic Management
Temple University 2002 — 2005
B.S., Computer Science
Shawn Parks Shawn Parks's LEAF Financial Corporation Experience March 2005 - July 2006
Job Advanced customer relationships Sales/Service
Industry Hospital & Health Care
Experience
Varian Medical Systems December 2011 - Present
Family owned buisness May 2009 - December 2011
Willow Grove Bank September 2006 - May 2009
LEAF Financial Corporation March 2005 - July 2006
American Express Financial Advisors July 2004 - March 2005
MetLife March 1999 - July 2004
Prudential Insurance October 1990 - February 1999
United States Marine Corps February 1989 - February 1997
Skills
Series 7, Series 66, Universal Life, Long Term Care
Education
Delaware Valley College 1990 — 1993
Countinued education, Business Administration, 3.0
Varian Medical Systems December 2011 - Present
Family owned buisness May 2009 - December 2011
Willow Grove Bank September 2006 - May 2009
LEAF Financial Corporation March 2005 - July 2006
American Express Financial Advisors July 2004 - March 2005
MetLife March 1999 - July 2004
Prudential Insurance October 1990 - February 1999
United States Marine Corps February 1989 - February 1997
Skills
Series 7, Series 66, Universal Life, Long Term Care
Education
Delaware Valley College 1990 — 1993
Countinued education, Business Administration, 3.0
Jeanine Van Thuyne's LEAF Financial Corporation Experience March 2008 - April 2008
Job BeforeCare/Lunchtime/Aftercare Moderator at an elementary school
Industry Writing and Editing
Experience
Holy Cross Catholic School July 2011 - Present
Holy Cross Catholic School January 2010 - Present
Advanced Health Media April 2008 - July 2008
LEAF Financial Corporation March 2008 - April 2008
Philadelphia Cricket Club June 2007 - August 2007
Chestnut Hill College Undergraduate Admissions May 2003 - December 2006
Skills
Editing, Public Speaking, Microsoft Excel, Microsoft Office, Data Entry, Higher Education, Social Media, Database Administration, Blogging, Teaching, Writing, Community Outreach
Education
Chestnut Hill College 2002 — 2006
B.A, English and Communications
Little Flower Catholic High School 1998 — 2002
High school diploma
Holy Cross Catholic School July 2011 - Present
Holy Cross Catholic School January 2010 - Present
Advanced Health Media April 2008 - July 2008
LEAF Financial Corporation March 2008 - April 2008
Philadelphia Cricket Club June 2007 - August 2007
Chestnut Hill College Undergraduate Admissions May 2003 - December 2006
Skills
Editing, Public Speaking, Microsoft Excel, Microsoft Office, Data Entry, Higher Education, Social Media, Database Administration, Blogging, Teaching, Writing, Community Outreach
Education
Chestnut Hill College 2002 — 2006
B.A, English and Communications
Little Flower Catholic High School 1998 — 2002
High school diploma
Timothy J. Ericson Timothy J. Ericson's LEAF Financial Corporation Experience September 2006 - March 2007
Job Entrepreneur and Bike Sharing Expert
Industry Transportation/Trucking/Railroad
Experience
Zagster November 2007 - Present
Fleming Consulting, LLC June 2006 - November 2011
FMC March 2008 - May 2008
FMC Corporation September 2007 - March 2008
Pennoni Associates March 2007 - June 2007
LEAF Financial Corporation September 2006 - March 2007
Pennoni Associates June 2005 - May 2006
Pointplex Technology January 2001 - August 2004
Mellon Investor Services September 2003 - June 2004
BergenNet September 2001 - June 2003
Skills
Start-ups, Entrepreneurship, Management, Strategic Planning, Business Development, Business Strategy, Consulting, Fundraising, Lead Generation, Leadership, Sales, Small Business, Strategy, Team Leadership, Product Management, Strategic Partnerships, New Business Development, Software Development, Process Improvement, Nonprofits, Transportation, Salesforce.com, SaaS, E-commerce, Program Management, Enterprise Software, Mobile Devices, Project Management, Mobile Applications, Marketing, CRM, Product Development, Competitive Analysis, Business Planning, Market Research, Business Intelligence, Venture Capital
Education
Bergen County Academies
Drexel University
BS, Business Administration and Legal Studies
The Academy for Culinary Arts and Hotel Administration
Culinary Arts and Hotel Administration
Zagster November 2007 - Present
Fleming Consulting, LLC June 2006 - November 2011
FMC March 2008 - May 2008
FMC Corporation September 2007 - March 2008
Pennoni Associates March 2007 - June 2007
LEAF Financial Corporation September 2006 - March 2007
Pennoni Associates June 2005 - May 2006
Pointplex Technology January 2001 - August 2004
Mellon Investor Services September 2003 - June 2004
BergenNet September 2001 - June 2003
Skills
Start-ups, Entrepreneurship, Management, Strategic Planning, Business Development, Business Strategy, Consulting, Fundraising, Lead Generation, Leadership, Sales, Small Business, Strategy, Team Leadership, Product Management, Strategic Partnerships, New Business Development, Software Development, Process Improvement, Nonprofits, Transportation, Salesforce.com, SaaS, E-commerce, Program Management, Enterprise Software, Mobile Devices, Project Management, Mobile Applications, Marketing, CRM, Product Development, Competitive Analysis, Business Planning, Market Research, Business Intelligence, Venture Capital
Education
Bergen County Academies
Drexel University
BS, Business Administration and Legal Studies
The Academy for Culinary Arts and Hotel Administration
Culinary Arts and Hotel Administration
William Conway William Conway's LEAF Financial Corporation Experience October 2005 - July 2010
Job TREASURER
Industry Investment Management
Experience
Delaware Valley Alfa Romeo Owners Club November 2010 - Present
Noah Bank January 2012 - June 2013
LEAF Financial Corporation October 2005 - July 2010
NEC Financial Services September 1991 - October 2005
Immaculata University April 1985 - June 1991
Tokai Financial Services April 1984 - May 1990
Skills
Credit, Asset Based Lending, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Structured Finance, Commercial Finance, Finance, Small Business Lending, Financial Analysis, Underwriting, Credit Risk, Accounts Receivable, Business Development, Forecasting, Accounting, Asset Management, Corporate Finance, Financial Structuring, Financial Risk, Financial Services, Financial Modeling, Financial Reporting, Cash Management, Pricing, Banking, Strategic Financial...
Education
Saint Joseph's University 1982 — 1984
MBA, Marketing
Drexel University
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
haverford
Delaware Valley Alfa Romeo Owners Club November 2010 - Present
Noah Bank January 2012 - June 2013
LEAF Financial Corporation October 2005 - July 2010
NEC Financial Services September 1991 - October 2005
Immaculata University April 1985 - June 1991
Tokai Financial Services April 1984 - May 1990
Skills
Credit, Asset Based Lending, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Structured Finance, Commercial Finance, Finance, Small Business Lending, Financial Analysis, Underwriting, Credit Risk, Accounts Receivable, Business Development, Forecasting, Accounting, Asset Management, Corporate Finance, Financial Structuring, Financial Risk, Financial Services, Financial Modeling, Financial Reporting, Cash Management, Pricing, Banking, Strategic Financial...
Education
Saint Joseph's University 1982 — 1984
MBA, Marketing
Drexel University
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
haverford
Amanda Morley Amanda Morley's LEAF Financial Corporation Experience 2003 - 2003
Job Vice President, CCSo Planning & Analysis at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
Scott Soslow Scott Soslow's LEAF Financial Corporation Experience November 2003 - June 2006
Job Senior Business Development ManagerStrategic Accounts Group at Marlin Business Services Corp
Industry Financial Services
Experience
Marlin Business Services Corp November 2013 - Present
Summit Professional Associates, L.L.C. January 2010 - November 2013
AEL Financial, LLC August 2008 - January 2010
Irwin Commercial Finance July 2006 - July 2008
LEAF Financial Corporation November 2003 - June 2006
Skills
Sales, Account Management, New Business Development, Start-ups, Sales Management, Finance, Strategic Planning, Business Development, Competitive Analysis, CRM, Process Improvement, Program Management, Business Networking, Contract Negotiation, Healthcare, Analytical Skills, Banking, Entrepreneurship, Leadership, Direct Sales, Marketing Strategy, Management, Business Strategy, Customer Service, Management Consulting, Strategy, Business Planning, Solution Selling, Selling, Sales Process, Team Building, Negotiation, Strategic Partnerships, Sales Operations, Marketing, Executive Management, Budgets, Financial Analysis, Analysis, Lead Generation, Cross-functional Team..., Cold Calling
Education
Temple University 1975 — 1979
BA, Political Science
Marlin Business Services Corp November 2013 - Present
Summit Professional Associates, L.L.C. January 2010 - November 2013
AEL Financial, LLC August 2008 - January 2010
Irwin Commercial Finance July 2006 - July 2008
LEAF Financial Corporation November 2003 - June 2006
Skills
Sales, Account Management, New Business Development, Start-ups, Sales Management, Finance, Strategic Planning, Business Development, Competitive Analysis, CRM, Process Improvement, Program Management, Business Networking, Contract Negotiation, Healthcare, Analytical Skills, Banking, Entrepreneurship, Leadership, Direct Sales, Marketing Strategy, Management, Business Strategy, Customer Service, Management Consulting, Strategy, Business Planning, Solution Selling, Selling, Sales Process, Team Building, Negotiation, Strategic Partnerships, Sales Operations, Marketing, Executive Management, Budgets, Financial Analysis, Analysis, Lead Generation, Cross-functional Team..., Cold Calling
Education
Temple University 1975 — 1979
BA, Political Science
Ford Currie Ford Currie's LEAF Financial Corporation Experience May 2008 - July 2010
Job SALT Analyst at CSL Behring
Industry Retail
Experience
CSL Behring May 2015 - Present
Global Tax Management March 2014 - May 2015
Gymboree May 2011 - February 2014
Internal Revenue Service August 2010 - May 2011
LEAF Financial Corporation May 2008 - July 2010
Skills
Tax, Auditing, Accruals, Accounting, Property Tax, Sales Tax, Oracle, PTMS, Financial Accounting, Financial Analysis, Account Reconciliation, Consolidation, Finance, SEC filings, Strategic Financial..., Corporate Tax
Education
Temple University
BA, Accounting
CSL Behring May 2015 - Present
Global Tax Management March 2014 - May 2015
Gymboree May 2011 - February 2014
Internal Revenue Service August 2010 - May 2011
LEAF Financial Corporation May 2008 - July 2010
Skills
Tax, Auditing, Accruals, Accounting, Property Tax, Sales Tax, Oracle, PTMS, Financial Accounting, Financial Analysis, Account Reconciliation, Consolidation, Finance, SEC filings, Strategic Financial..., Corporate Tax
Education
Temple University
BA, Accounting
Kevin E. Viola Kevin E. Viola's LEAF Financial Corporation Experience May 2009 - September 2009
Job Currently seeking employment in the Client Relations/Human Resources industry
Industry Human Resources
Experience
Churchill's Restaurant and Bar June 2013 - Present
The Judge Group August 2010 - July 2011
LEAF Financial Corporation May 2009 - September 2009
Skills
Customer Service, Recruiting, Human Resources, Interviews, Sourcing
Education
Penn State University 2006 — 2010
BA, Labor and Employment Relations / History
Haverford Senior High School 2002 — 2006
Churchill's Restaurant and Bar June 2013 - Present
The Judge Group August 2010 - July 2011
LEAF Financial Corporation May 2009 - September 2009
Skills
Customer Service, Recruiting, Human Resources, Interviews, Sourcing
Education
Penn State University 2006 — 2010
BA, Labor and Employment Relations / History
Haverford Senior High School 2002 — 2006
Michael Blumberg Michael Blumberg's LEAF Financial Corporation Experience August 2005 - March 2006
Job Senior Pricing and Financial Analyst at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc October 2007 - Present
Canon Financial Services, Inc April 2006 - September 2007
LEAF Financial Corporation August 2005 - March 2006
Canon Financial Services, Inc May 2000 - July 2005
Copelco Capital, Inc August 1997 - August 1999
Nextel Communications, Inc August 1996 - July 1997
Education
University of Delaware
Bachelor of Science, Business Administration; Finance
Canon Financial Services, Inc October 2007 - Present
Canon Financial Services, Inc April 2006 - September 2007
LEAF Financial Corporation August 2005 - March 2006
Canon Financial Services, Inc May 2000 - July 2005
Copelco Capital, Inc August 1997 - August 1999
Nextel Communications, Inc August 1996 - July 1997
Education
University of Delaware
Bachelor of Science, Business Administration; Finance
Daniel Yasenchak, MBA Daniel Yasenchak, MBA's LEAF Financial Corporation Experience February 2008 - October 2008
Job Sales Associate at Berkshire Hathaway Home Services
Industry Medical Devices
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors January 2014 - Present
McKesson Medical -Surgical December 2009 - February 2013
LEAF Financial Corporation February 2008 - October 2008
Indy Mac Bank November 2004 - May 2007
Yasenchak Financial Advisors January 2001 - January 2005
Cendant Mortgage February 1997 - April 2001
United States Marine Corps January 1989 - January 1993
Skills
Leadership, Process Improvement, Team Building, Six Sigma, Sales, Sales Management, Training and development, Business Analysis, Risk Management, Program Management, Management, Customer Service, Sales Operations, Finance, CRM, Project Management, Healthcare, Product Development, Business Development, Operations Management, Sales Process
Education
Six Sigma Green Belt
Drexel University - LeBow College of Business 2002 — 2007
MBA, Finance
Rutgers University – Camden 1993 — 1996
BS, Finance
Berkshire Hathaway HomeServices Fox & Roach, Realtors January 2014 - Present
McKesson Medical -Surgical December 2009 - February 2013
LEAF Financial Corporation February 2008 - October 2008
Indy Mac Bank November 2004 - May 2007
Yasenchak Financial Advisors January 2001 - January 2005
Cendant Mortgage February 1997 - April 2001
United States Marine Corps January 1989 - January 1993
Skills
Leadership, Process Improvement, Team Building, Six Sigma, Sales, Sales Management, Training and development, Business Analysis, Risk Management, Program Management, Management, Customer Service, Sales Operations, Finance, CRM, Project Management, Healthcare, Product Development, Business Development, Operations Management, Sales Process
Education
Six Sigma Green Belt
Drexel University - LeBow College of Business 2002 — 2007
MBA, Finance
Rutgers University – Camden 1993 — 1996
BS, Finance
Rhonda Nicole (Rhonda Nicole Polk) Burke Rhonda Nicole (Rhonda Nicole Polk) Burke's LEAF Financial Corporation Experience July 2008 - April 2009
Job Underwriter I at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage July 2015 - Present
Nationstar Mortgage July 2013 - Present
CashCall February 2012 - June 2013
Pacific Premier Bank September 2010 - January 2012
Culver Capital Group Inc. 2009 - October 2010
LEAF Financial Corporation July 2008 - April 2009
US Bank 2006 - 2008
California First National Bank - Healthcare Finance Division January 2004 - December 2006
Allen Allen USA January 1997 - January 2000
Skills
Loans, Business Development, Small Business Lending, Real Estate, CRM, Finance, Mortgage Lending, Banking, Financial Analysis
Education
California State University-Fullerton 2007 — 2008
Human Resources Management
Laguna Beach High School 1992 — 1996
California State University-Fullerton
BA, Psychology / Business Administration
Loan Officer School
NMLS Licensed / California State Licensed, Residential Real Estate Lending
Nationstar Mortgage July 2015 - Present
Nationstar Mortgage July 2013 - Present
CashCall February 2012 - June 2013
Pacific Premier Bank September 2010 - January 2012
Culver Capital Group Inc. 2009 - October 2010
LEAF Financial Corporation July 2008 - April 2009
US Bank 2006 - 2008
California First National Bank - Healthcare Finance Division January 2004 - December 2006
Allen Allen USA January 1997 - January 2000
Skills
Loans, Business Development, Small Business Lending, Real Estate, CRM, Finance, Mortgage Lending, Banking, Financial Analysis
Education
California State University-Fullerton 2007 — 2008
Human Resources Management
Laguna Beach High School 1992 — 1996
California State University-Fullerton
BA, Psychology / Business Administration
Loan Officer School
NMLS Licensed / California State Licensed, Residential Real Estate Lending
Julie Paige's LEAF Financial Corporation Experience November 2007 - June 2010
Job Experienced Customer Service Supervisor
Industry Financial Services
Experience
RLC Funding May 2013 - Present
Palmetto GBA November 2011 - May 2013
First Trillion Funding, LLC September 2010 - December 2010
LEAF Financial Corporation November 2007 - June 2010
NetBank Business Finance (formerly Republic Leasing Company) February 2002 - November 2007
RBMG, Inc January 1999 - January 2002
Education
Southern Wesleyan University
Degree in Associate of Science
RLC Funding May 2013 - Present
Palmetto GBA November 2011 - May 2013
First Trillion Funding, LLC September 2010 - December 2010
LEAF Financial Corporation November 2007 - June 2010
NetBank Business Finance (formerly Republic Leasing Company) February 2002 - November 2007
RBMG, Inc January 1999 - January 2002
Education
Southern Wesleyan University
Degree in Associate of Science
Eric Becker Eric Becker's LEAF Financial Corporation Experience February 2006 - July 2006
Job Attorney
Industry Law Practice
Experience
Dechert LLP October 2010 - August 2013
Juliet Kalib, Esq. February 2010 - May 2010
Runtriz September 2009 - December 2009
Judge Susan Peikes Gantman, Superior Court of Pennsylvania May 2007 - August 2007
LEAF Financial Corporation February 2006 - July 2006
Liberty Personnel Services, Inc. February 2005 - October 2005
Skills
Mergers & Acquisitions, Private Equity, Corporate Law, Joint Ventures, Legal Writing, Venture Capital, Securities, Leveraged Finance, Legal Research, Project Management, Recruiting
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (JD)
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Akiba
Schecter
Dechert LLP October 2010 - August 2013
Juliet Kalib, Esq. February 2010 - May 2010
Runtriz September 2009 - December 2009
Judge Susan Peikes Gantman, Superior Court of Pennsylvania May 2007 - August 2007
LEAF Financial Corporation February 2006 - July 2006
Liberty Personnel Services, Inc. February 2005 - October 2005
Skills
Mergers & Acquisitions, Private Equity, Corporate Law, Joint Ventures, Legal Writing, Venture Capital, Securities, Leveraged Finance, Legal Research, Project Management, Recruiting
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (JD)
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Akiba
Schecter
Sarah Freedman Sarah Freedman's LEAF Financial Corporation Experience May 2008 - August 2008
Job Senior Associate at Mindshare
Industry Marketing and Advertising
Experience
Mindshare October 2015 - Present
Mindshare October 2014 - Present
Harmelin Media July 2010 - October 2014
Language Solutions September 2008 - September 2009
LEAF Financial Corporation May 2008 - August 2008
LEAF Financial Corporation June 2007 - July 2007
Philadelphia Court of Common Pleas June 2006 - August 2006
Cross-Cultural Solutions June 2006 - August 2006
Philadelphia Soul April 2004 - May 2004
Skills
Social Media, Spanish, Digital Media, Time Management, Public Speaking, Microsoft Excel, Advertising, Marketing
Education
University of Michigan 2004 — 2008
B.A., Spanish & Sociology
Universidad de Sevilla 2007 — 2007
Spanish
Oxford Seminars
Certification, English as a Second Language (ESL)
Mindshare October 2015 - Present
Mindshare October 2014 - Present
Harmelin Media July 2010 - October 2014
Language Solutions September 2008 - September 2009
LEAF Financial Corporation May 2008 - August 2008
LEAF Financial Corporation June 2007 - July 2007
Philadelphia Court of Common Pleas June 2006 - August 2006
Cross-Cultural Solutions June 2006 - August 2006
Philadelphia Soul April 2004 - May 2004
Skills
Social Media, Spanish, Digital Media, Time Management, Public Speaking, Microsoft Excel, Advertising, Marketing
Education
University of Michigan 2004 — 2008
B.A., Spanish & Sociology
Universidad de Sevilla 2007 — 2007
Spanish
Oxford Seminars
Certification, English as a Second Language (ESL)
Robert Vestal Robert Vestal's LEAF Financial Corporation Experience May 2009 - April 2011
Job Patient Account Rep at University of Missouri
Industry Higher Education
Experience
University of Missouri July 2011 - Present
MSHSAA 2003 - 2014
MSHSAA 2003 - 2014
LEAF Financial Corporation May 2009 - April 2011
Missouri Farm Bureau December 2002 - May 2009
Skills
MSHSAA Basketball..., ASA Softball Umpire, MSHSAA Baseball Umpire, CYFL Football Official, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Outlook, Medical Terminology, Customer Service, HIPAA, Spreadsheets, Accounts Receivable, PeopleSoft, Medical Billing, Data Analysis
Education
Southeastern Community College 1996 — 1997
Business Administration and Management, General
United States Army Active Duty 1992 — 1996
Fort Madison High School 1991 — 1992
Diploma, General, 11th and 12th Grade
Moberly High School 1989 — 1990
9th thru 10th Grade
University of Missouri July 2011 - Present
MSHSAA 2003 - 2014
MSHSAA 2003 - 2014
LEAF Financial Corporation May 2009 - April 2011
Missouri Farm Bureau December 2002 - May 2009
Skills
MSHSAA Basketball..., ASA Softball Umpire, MSHSAA Baseball Umpire, CYFL Football Official, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Outlook, Medical Terminology, Customer Service, HIPAA, Spreadsheets, Accounts Receivable, PeopleSoft, Medical Billing, Data Analysis
Education
Southeastern Community College 1996 — 1997
Business Administration and Management, General
United States Army Active Duty 1992 — 1996
Fort Madison High School 1991 — 1992
Diploma, General, 11th and 12th Grade
Moberly High School 1989 — 1990
9th thru 10th Grade
Jonathan Cramer Jonathan Cramer's LEAF Financial Corporation Experience December 2007 - July 2008
Job Associate Attorney at Phelan Hallinan Diamond & Jones, PLLC
Industry Law Practice
Experience
Phelan Hallinan Diamond & Jones PLLC October 2014 - Present
NBA Coaches Association/National Media Group October 2013 - May 2014
Unitedlex 2014 - 2014
Unitedlex 2014 - 2014
LEAF Financial Corporation December 2007 - July 2008
Skills
Legal Writing, Westlaw, Legal Research, Lexis, Legal Assistance, Research, PowerPoint, Public Speaking, Microsoft Office
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2013
Doctor of Law (J.D.), Employment Law, Labor Law, Intellectual Property (IP)
University of Miami 2004 — 2007
Bachelor of Arts (B.A.), History
Phelan Hallinan Diamond & Jones PLLC October 2014 - Present
NBA Coaches Association/National Media Group October 2013 - May 2014
Unitedlex 2014 - 2014
Unitedlex 2014 - 2014
LEAF Financial Corporation December 2007 - July 2008
Skills
Legal Writing, Westlaw, Legal Research, Lexis, Legal Assistance, Research, PowerPoint, Public Speaking, Microsoft Office
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2013
Doctor of Law (J.D.), Employment Law, Labor Law, Intellectual Property (IP)
University of Miami 2004 — 2007
Bachelor of Arts (B.A.), History
Patrick McGahren Patrick McGahren's LEAF Financial Corporation Experience April 2005 - April 2008
Job Experienced banking executive focused on the cash flow needs of small business owners.
Industry Financial Services
Experience
PNC Bank October 2012 - Present
Corporate Turnaround April 2009 - December 2012
LEAF Financial Corporation April 2005 - April 2008
Unicyn Financial Services April 1995 - April 2005
Skills
Sales, New Business Development, Cash Flow, Funding, Budgets, Strategic Planning, Restructuring, Turn Around Management, Commercial Lending, Small Business, Credit, Sales Management, Team Leadership, Strategic Partnerships, Small Business Lending, Business Development, Financial Services
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
PNC Bank October 2012 - Present
Corporate Turnaround April 2009 - December 2012
LEAF Financial Corporation April 2005 - April 2008
Unicyn Financial Services April 1995 - April 2005
Skills
Sales, New Business Development, Cash Flow, Funding, Budgets, Strategic Planning, Restructuring, Turn Around Management, Commercial Lending, Small Business, Credit, Sales Management, Team Leadership, Strategic Partnerships, Small Business Lending, Business Development, Financial Services
Education
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Steven Jandron Steven Jandron's LEAF Financial Corporation Experience November 1995 - July 2010
Job Owner S & K Recovery, LLC
Industry Banking
Experience
S & K Recovery, LLC December 2010 - Present
LEAF Financial Corporation November 1995 - July 2010
LEAF Financial Corporation 1995 - 2010
Skills
Credit, Loans, Risk Management, Sales, Credit Analysis, Finance, Sales Management, Leases, Asset Managment, Financial Analysis, Negotiation, Contract Negotiation, Operations Management, Portfolio Management, Mergers, Underwriting, Management, Software Documentation, New Business Development, Banking
Education
Community College of Rhode Island 1970 — 1972
Associate's degree, Business Administration and Management, General
S & K Recovery, LLC December 2010 - Present
LEAF Financial Corporation November 1995 - July 2010
LEAF Financial Corporation 1995 - 2010
Skills
Credit, Loans, Risk Management, Sales, Credit Analysis, Finance, Sales Management, Leases, Asset Managment, Financial Analysis, Negotiation, Contract Negotiation, Operations Management, Portfolio Management, Mergers, Underwriting, Management, Software Documentation, New Business Development, Banking
Education
Community College of Rhode Island 1970 — 1972
Associate's degree, Business Administration and Management, General
Rebecca Anthony-Ercolino Rebecca Anthony-Ercolino's LEAF Financial Corporation Experience November 2007 - September 2010
Job Paralegal
Industry Financial Services
Experience
Marlin Business Services Corp September 2010 - Present
Tastefully Simple 2004 - Present
Long & Foster Omni Realty February 2011 - January 2015
LEAF Financial Corporation November 2007 - September 2010
Weichert Realtors October 2002 - November 2009
Canon Financial Services Inc April 1994 - October 2007
Skills
First Time Home Buyers, Selling, Credit, Real Estate, Litigation, Short Sales, Sellers, Risk Management, Loans, Strategic Planning, Real Estate Transactions, Referrals, Negotiation, Contract Negotiation, FHA, Mortgage Lending, Investment Properties, Relocation, Foreclosures, Portfolio Management, Commercial Real Estate, REO, Investors, Sales, Single Family Homes
Education
Cittone Institute 1990 — 1991
Certificate, Office Automation
Rider University 1990 — 1990
Business
National Academy for Paralegal Studies 1989 — 1990
Certificate, Paralegal
Mercer County Community College 1986 — 1988
Associates, Criminal Justice
Hamilton High School East
Marlin Business Services Corp September 2010 - Present
Tastefully Simple 2004 - Present
Long & Foster Omni Realty February 2011 - January 2015
LEAF Financial Corporation November 2007 - September 2010
Weichert Realtors October 2002 - November 2009
Canon Financial Services Inc April 1994 - October 2007
Skills
First Time Home Buyers, Selling, Credit, Real Estate, Litigation, Short Sales, Sellers, Risk Management, Loans, Strategic Planning, Real Estate Transactions, Referrals, Negotiation, Contract Negotiation, FHA, Mortgage Lending, Investment Properties, Relocation, Foreclosures, Portfolio Management, Commercial Real Estate, REO, Investors, Sales, Single Family Homes
Education
Cittone Institute 1990 — 1991
Certificate, Office Automation
Rider University 1990 — 1990
Business
National Academy for Paralegal Studies 1989 — 1990
Certificate, Paralegal
Mercer County Community College 1986 — 1988
Associates, Criminal Justice
Hamilton High School East
Diwakar Sinha's LEAF Financial Corporation Experience September 2005 - March 2008
Job Vice President, National Sales Manager at East West Bank
Industry Financial Services
Experience
East West Bank July 2014 - Present
East West Bank November 2011 - June 2014
Group Financial Services March 2008 - October 2011
LEAF Financial Corporation September 2005 - March 2008
Skills
Loans, Commercial Lending, Healthcare, Finance, Account Management, Start-ups, Selling, Cash Flow, Credit, Sales Management, Sales, New Business Development, Cold Calling, Budgets, Mortgage Lending, Management Consulting, Fundraising, Sales Operations, Credit Analysis, Contract Negotiation, Sales Process, Real Estate, Strategic Financial..., Project Planning, Direct Sales, Banking, Leadership, Analysis, Dentistry, Valuation, Transition Management, Management, Commercial Banking, Practice Management, Customer Service, Strategic Planning, Team Building, Business Development, Marketing Strategy, Financial Analysis, Sales Presentations, Financial Planning
Education
The Ohio State University 1996 — 2000
BS, Aviation Science
East West Bank July 2014 - Present
East West Bank November 2011 - June 2014
Group Financial Services March 2008 - October 2011
LEAF Financial Corporation September 2005 - March 2008
Skills
Loans, Commercial Lending, Healthcare, Finance, Account Management, Start-ups, Selling, Cash Flow, Credit, Sales Management, Sales, New Business Development, Cold Calling, Budgets, Mortgage Lending, Management Consulting, Fundraising, Sales Operations, Credit Analysis, Contract Negotiation, Sales Process, Real Estate, Strategic Financial..., Project Planning, Direct Sales, Banking, Leadership, Analysis, Dentistry, Valuation, Transition Management, Management, Commercial Banking, Practice Management, Customer Service, Strategic Planning, Team Building, Business Development, Marketing Strategy, Financial Analysis, Sales Presentations, Financial Planning
Education
The Ohio State University 1996 — 2000
BS, Aviation Science
Nicholas Lacovara Nicholas Lacovara's LEAF Financial Corporation Experience 2004 - 2005
Job Vice President Finance at TD Bank
Industry Financial Services
Experience
TD Bank January 2010 - Present
CoActiv Capital Partners Inc October 2008 - November 2009
Court Square Leasing Corp 2005 - 2008
LEAF Financial Corporation 2004 - 2005
Hewlett-Packard Financial Services 2000 - 2004
CIT 1998 - 2000
Canon Financial Services, Inc. 1996 - 1998
CSX Intermodal 1993 - 1996
Advanta Leasing Corp 1989 - 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Financial Planning, Banking, Internal Controls, Accounts Receivable, Strategic Financial..., Forecasting, Financial Services, Accounts Payable, Treasury, Portfolio Management, Credit Analysis, Finance, Mergers & Acquisitions, Risk Management, Corporate Finance, Due Diligence, Financial Risk, Cash Flow, Cash Management, Credit, Credit Risk, Sarbanes-Oxley Act, Loans, Treasury Management, Asset Based Lending, Commercial Banking, Internal Audit, Managerial Finance, Executive Management
Education
Rutgers University-New Brunswick 1984 — 1989
bs, accounting
Bishop Eustace Prep 1980 — 1984
HS Diploma
TD Bank January 2010 - Present
CoActiv Capital Partners Inc October 2008 - November 2009
Court Square Leasing Corp 2005 - 2008
LEAF Financial Corporation 2004 - 2005
Hewlett-Packard Financial Services 2000 - 2004
CIT 1998 - 2000
Canon Financial Services, Inc. 1996 - 1998
CSX Intermodal 1993 - 1996
Advanta Leasing Corp 1989 - 1993
Skills
Financial Reporting, Accounting, Financial Analysis, Financial Modeling, Financial Planning, Banking, Internal Controls, Accounts Receivable, Strategic Financial..., Forecasting, Financial Services, Accounts Payable, Treasury, Portfolio Management, Credit Analysis, Finance, Mergers & Acquisitions, Risk Management, Corporate Finance, Due Diligence, Financial Risk, Cash Flow, Cash Management, Credit, Credit Risk, Sarbanes-Oxley Act, Loans, Treasury Management, Asset Based Lending, Commercial Banking, Internal Audit, Managerial Finance, Executive Management
Education
Rutgers University-New Brunswick 1984 — 1989
bs, accounting
Bishop Eustace Prep 1980 — 1984
HS Diploma
Matthew Olson Matthew Olson's LEAF Financial Corporation Experience April 2008 - October 2008
Job Renewals Loan Specialist at OnDeck
Industry Financial Services
Experience
OnDeck January 2015 - Present
ThermiAesthetics April 2014 - December 2014
Solta Medical, Inc. June 2012 - April 2014
Navarro Research and Engineering August 2009 - May 2012
LEAF Financial Corporation April 2008 - October 2008
Key Equipment Finance April 2006 - March 2008
Privately Held Finance Company August 2004 - April 2006
St. Mary's Hospital - Grand Junction, CO October 2003 - June 2004
Skills
Technical Writing, Environmental Impact..., Renewable Energy, Sales Management, Project Coordination, Strategic Communications, New Business Development, Sales, Prospecting Skills, Business Development, Challenger, Program Management, Analysis, Leadership, Research, Sales Operations, CRM, Healthcare, Marketing, Medical Devices, Marketing Strategy, Sustainability, Direct Sales, Strategic Planning, Team Building, Project Management, Negotiation, Proposal Writing, Training, Account Management, Medical Sales, Cold Calling
Education
Metropolitan State University of Denver 1999 — 2002
Bachelors, Anthropology
San Diego Mesa College 1998 — 1999
Ohlone College 1997 — 1998
OnDeck January 2015 - Present
ThermiAesthetics April 2014 - December 2014
Solta Medical, Inc. June 2012 - April 2014
Navarro Research and Engineering August 2009 - May 2012
LEAF Financial Corporation April 2008 - October 2008
Key Equipment Finance April 2006 - March 2008
Privately Held Finance Company August 2004 - April 2006
St. Mary's Hospital - Grand Junction, CO October 2003 - June 2004
Skills
Technical Writing, Environmental Impact..., Renewable Energy, Sales Management, Project Coordination, Strategic Communications, New Business Development, Sales, Prospecting Skills, Business Development, Challenger, Program Management, Analysis, Leadership, Research, Sales Operations, CRM, Healthcare, Marketing, Medical Devices, Marketing Strategy, Sustainability, Direct Sales, Strategic Planning, Team Building, Project Management, Negotiation, Proposal Writing, Training, Account Management, Medical Sales, Cold Calling
Education
Metropolitan State University of Denver 1999 — 2002
Bachelors, Anthropology
San Diego Mesa College 1998 — 1999
Ohlone College 1997 — 1998
Maria Teresa Carabello's LEAF Financial Corporation Experience February 2005 - March 2008
Job Vice President, Credit Review Manager
Industry Banking
Experience
Citizens Bank May 2008 - Present
LEAF Financial Corporation February 2005 - March 2008
Marlin Business Services Corp August 2003 - January 2005
Marlin Business Services Corp July 1999 - July 2003
Skills
Credit, Underwriting, Credit Analysis, Credit Risk, Commercial Lending, Commercial Banking, Small Business Lending, Cash Management, Financial Modeling, Portfolio Management, Loans, Financial Analysis, Asset Based Lending, Loan Origination, Consumer Lending, Mortgage Lending, Banking, Relationship Management, Financial Services, Commercial Mortgages, Lines Of Credit, Finance, Treasury Management, Retail Banking, Risk Management, Capital Markets, Financial Structuring, Structured Finance, Financial Risk, Cross Selling, Investments
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Merion Mercy Academy 1984 — 1988
Citizens Bank May 2008 - Present
LEAF Financial Corporation February 2005 - March 2008
Marlin Business Services Corp August 2003 - January 2005
Marlin Business Services Corp July 1999 - July 2003
Skills
Credit, Underwriting, Credit Analysis, Credit Risk, Commercial Lending, Commercial Banking, Small Business Lending, Cash Management, Financial Modeling, Portfolio Management, Loans, Financial Analysis, Asset Based Lending, Loan Origination, Consumer Lending, Mortgage Lending, Banking, Relationship Management, Financial Services, Commercial Mortgages, Lines Of Credit, Finance, Treasury Management, Retail Banking, Risk Management, Capital Markets, Financial Structuring, Structured Finance, Financial Risk, Cross Selling, Investments
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Merion Mercy Academy 1984 — 1988
Carleton English Carleton English's LEAF Financial Corporation Experience May 2005 - December 2006
Job Banking & Wall Street Reporter at TheStreet.com
Industry Financial Services
Experience
TheStreet.com April 2015 - Present
CNBC August 2014 - April 2015
Belus Capital Advisors April 2013 - May 2014
Aspire Bariatrics January 2012 - February 2014
Laird Norton Tyee September 2007 - January 2012
LEAF Financial Corporation May 2005 - December 2006
Skills
Financial Planning, Risk Management, Fundraising, Financial Education, Analysis, Credit, Planning, Compliance, Financial Analysis, Customer Relations, Writing, Social Media, HTML, CSS, Wealth Management, Strategic Financial..., WordPress, Drupal, Project Planning, Attack & Penetration, Budgets, Strategic Planning, Mutual Funds, Portfolio Management, Process Improvement, Due Diligence, Trading, Securities, Leadership, Customer Service, Recruiting, Finance
Education
The George Washington University 2001 — 2005
BA, International Affairs, Anthropology
TheStreet.com April 2015 - Present
CNBC August 2014 - April 2015
Belus Capital Advisors April 2013 - May 2014
Aspire Bariatrics January 2012 - February 2014
Laird Norton Tyee September 2007 - January 2012
LEAF Financial Corporation May 2005 - December 2006
Skills
Financial Planning, Risk Management, Fundraising, Financial Education, Analysis, Credit, Planning, Compliance, Financial Analysis, Customer Relations, Writing, Social Media, HTML, CSS, Wealth Management, Strategic Financial..., WordPress, Drupal, Project Planning, Attack & Penetration, Budgets, Strategic Planning, Mutual Funds, Portfolio Management, Process Improvement, Due Diligence, Trading, Securities, Leadership, Customer Service, Recruiting, Finance
Education
The George Washington University 2001 — 2005
BA, International Affairs, Anthropology
Khan Furqan Anwar Khan Furqan Anwar's LEAF Financial Corporation Experience May 2007 - April 2008
Job Manager, Product Management at Reval
Industry Computer Software
Experience
Reval August 2009 - Present
FXpress Corporation May 2008 - August 2009
LEAF Financial Corporation May 2007 - April 2008
Skills
Derivatives, Hedge Accounting, Financial Modeling, Risk Management, Market Data, Options, Fixed Income, FX Options, Interest Rate..., Commodity, Treasury Management, Treasury, Hedging, Financial Risk, Equity Derivatives, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2013 — 2013
Pre-MFE Program, Financial Applications - Advanced Calculus and Probability Theory
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology, Electronics and Communication
Reval August 2009 - Present
FXpress Corporation May 2008 - August 2009
LEAF Financial Corporation May 2007 - April 2008
Skills
Derivatives, Hedge Accounting, Financial Modeling, Risk Management, Market Data, Options, Fixed Income, FX Options, Interest Rate..., Commodity, Treasury Management, Treasury, Hedging, Financial Risk, Equity Derivatives, Business Analysis
Education
Baruch College, City University of New York (CUNY) 2013 — 2013
Pre-MFE Program, Financial Applications - Advanced Calculus and Probability Theory
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology, Electronics and Communication
Demetrius Pearson Demetrius Pearson's LEAF Financial Corporation Experience February 2007 - May 2007
Job Statewide Director of Transportation at Generations Home Care
Industry Transportation/Trucking/Railroad
Experience
Generations Home Care March 2015 - Present
NHS Human Services May 2011 - February 2015
MYI Consultant Inc May 2006 - May 2011
Iron Mountain Records July 2008 - February 2009
Delaware County Transportation November 2007 - April 2008
delaware county Transportation co 2007 - 2008
Verizon June 2007 - November 2007
LEAF Financial Corporation February 2007 - May 2007
Franklin Mint October 2006 - February 2007
Vanguard GROUP November 2005 - April 2006
Skills
Transportation, Transportation Planning, Container, Budgets, Analysis, 3PL, DOT regulations, Fleet Management, Customer Service, Management, Operations Management
Education
Harcum College 2011 — 2014
Organizational Leadership, 2.93
West Chester Business Writing School
Generations Home Care March 2015 - Present
NHS Human Services May 2011 - February 2015
MYI Consultant Inc May 2006 - May 2011
Iron Mountain Records July 2008 - February 2009
Delaware County Transportation November 2007 - April 2008
delaware county Transportation co 2007 - 2008
Verizon June 2007 - November 2007
LEAF Financial Corporation February 2007 - May 2007
Franklin Mint October 2006 - February 2007
Vanguard GROUP November 2005 - April 2006
Skills
Transportation, Transportation Planning, Container, Budgets, Analysis, 3PL, DOT regulations, Fleet Management, Customer Service, Management, Operations Management
Education
Harcum College 2011 — 2014
Organizational Leadership, 2.93
West Chester Business Writing School
David Ventura David Ventura's LEAF Financial Corporation Experience November 2006 - January 2010
Job Personal Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Tax & Financial Group April 2013 - December 2014
Edward Jones July 2010 - December 2012
LEAF Financial Corporation November 2006 - January 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Business Planning, Small Business, Financial Services, Finance
Education
ITT Technical Institute-Orange 2001 — 2003
Calvary Chapel Costa Mesa 1997 — 2001
Wells Fargo February 2015 - Present
Tax & Financial Group April 2013 - December 2014
Edward Jones July 2010 - December 2012
LEAF Financial Corporation November 2006 - January 2010
Skills
Retirement Planning, Estate Planning, Financial Advisory, Business Planning, Small Business, Financial Services, Finance
Education
ITT Technical Institute-Orange 2001 — 2003
Calvary Chapel Costa Mesa 1997 — 2001
James Reale's LEAF Financial Corporation Experience May 2007 - March 2008
Job Senior Loss Mitigation Specialist at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage October 2012 - Present
PHH Mortgage July 2009 - October 2012
LEAF Financial Corporation May 2007 - March 2008
Luigi's Pizza Fresca December 2001 - May 2007
Skills
Loss Mitigation, Mortgage Underwriting, Credit Analysis, Underwriting, Mortgage Lending, Escalation Resolution, Refinance, Portfolio Management, Financial Services, Regulatory Compliance, Continuing Education, Training & Development, Customer Service
Education
Rutgers University – Camden 2002 — 2005
Bachelor of Arts (B.A.), Economics
Cherokee High School (New Jersey) 1994 — 1998
High School
PHH Mortgage October 2012 - Present
PHH Mortgage July 2009 - October 2012
LEAF Financial Corporation May 2007 - March 2008
Luigi's Pizza Fresca December 2001 - May 2007
Skills
Loss Mitigation, Mortgage Underwriting, Credit Analysis, Underwriting, Mortgage Lending, Escalation Resolution, Refinance, Portfolio Management, Financial Services, Regulatory Compliance, Continuing Education, Training & Development, Customer Service
Education
Rutgers University – Camden 2002 — 2005
Bachelor of Arts (B.A.), Economics
Cherokee High School (New Jersey) 1994 — 1998
High School
Gregory Kalescky's LEAF Financial Corporation Experience April 2006 - March 2008
Job Strategic Credit, Collections, Operations, Risk Management Executive & Team Leader. "Process Improvement is my Passion!"
Industry Financial Services
Experience
Canon Financial Services, Inc. December 2011 - July 2015
Canon Financial Services, Inc. September 2010 - December 2011
CoActiv Capital Partners Inc August 2009 - September 2010
CoActiv Capital Partners, Inc. April 2008 - August 2009
LEAF Financial Corporation April 2006 - March 2008
MBNA 2003 - 2006
DVI Financial Services, Inc. 2001 - 2003
De Lage Landen Financial Svc 2000 - 2001
De Lage Landen Financial Svc 2000 - 2001
De Lage Landen Financial Svc 2000 - 2001
Skills
Credit, Risk Management, Business Development, Operations Management, Sales, DLL, Credit Management, Portfolio Management, Financial Risk, Financial Services, Financial Analysis, Credit Analysis, Financial Modeling, Commercial Lending, Financial Reporting, Banking, Process Improvement, Structured Finance, Mergers, Strategic Planning, Finance, Mergers & Acquisitions, Strategic Financial..., Forecasting, Management, Accounts Receivable, Accounting, Credit Risk, Relationship Management, Negotiation, Pricing, Loans, Asset Management, Change Management, Underwriting, Asset Based Lending, Start-ups, Executive Management, Commercial Banking, Corporate Finance, Leadership, Financial Structuring, Loan Origination, Due Diligence, Salesforce.com, Funding, Cash Management, Business Process, Investments, Small Business Lending
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Canon Financial Services, Inc. December 2011 - July 2015
Canon Financial Services, Inc. September 2010 - December 2011
CoActiv Capital Partners Inc August 2009 - September 2010
CoActiv Capital Partners, Inc. April 2008 - August 2009
LEAF Financial Corporation April 2006 - March 2008
MBNA 2003 - 2006
DVI Financial Services, Inc. 2001 - 2003
De Lage Landen Financial Svc 2000 - 2001
De Lage Landen Financial Svc 2000 - 2001
De Lage Landen Financial Svc 2000 - 2001
Skills
Credit, Risk Management, Business Development, Operations Management, Sales, DLL, Credit Management, Portfolio Management, Financial Risk, Financial Services, Financial Analysis, Credit Analysis, Financial Modeling, Commercial Lending, Financial Reporting, Banking, Process Improvement, Structured Finance, Mergers, Strategic Planning, Finance, Mergers & Acquisitions, Strategic Financial..., Forecasting, Management, Accounts Receivable, Accounting, Credit Risk, Relationship Management, Negotiation, Pricing, Loans, Asset Management, Change Management, Underwriting, Asset Based Lending, Start-ups, Executive Management, Commercial Banking, Corporate Finance, Leadership, Financial Structuring, Loan Origination, Due Diligence, Salesforce.com, Funding, Cash Management, Business Process, Investments, Small Business Lending
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
Cindy Ford Cindy Ford's LEAF Financial Corporation Experience October 2010 - Present
Job Project Coordinator, Specialty Team at Hubbell Power Systems
Industry Financial Services
Experience
Hubbell Power Systems June 2014 - Present
LEAF Financial Corporation October 2010 - Present
Skills
Direct Sales, Sales Process, Credit, Sales Operations, Sales Management, Cold Calling, New Business Development, Relationship Management, Portfolio Management, Solution Selling, Selling, Business Development, Pricing, Sales, Forecasting, CRM, Account Management
Education
Central Methodist College 1987 — 1992
Bachelor of Arts, Business Administration & Communications
Hubbell Power Systems June 2014 - Present
LEAF Financial Corporation October 2010 - Present
Skills
Direct Sales, Sales Process, Credit, Sales Operations, Sales Management, Cold Calling, New Business Development, Relationship Management, Portfolio Management, Solution Selling, Selling, Business Development, Pricing, Sales, Forecasting, CRM, Account Management
Education
Central Methodist College 1987 — 1992
Bachelor of Arts, Business Administration & Communications
Gianni Scotti Gianni Scotti's LEAF Financial Corporation Experience May 2009 - August 2009
Job Financial Planning Analyst II at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross, AmeriHealth Administrators October 2014 - Present
Allstate February 2014 - September 2014
Allstate November 2012 - January 2014
Allstate January 2012 - October 2012
ING May 2011 - August 2011
Waddell & Reed May 2011 - August 2011
Marriott International May 2010 - July 2010
LEAF Financial Corporation May 2009 - August 2009
Skills
Marketing, Finance, Corporate Finance, Financial Analysis, Investments, Interpersonal and..., Problem Solving, Attention to Detail, Teamwork, Leadership, Time Management, Expert in Excel and..., Expert in..., Proficient in Business..., Cross-functional Team...
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, 3.75/4.00
Independence Blue Cross, AmeriHealth Administrators October 2014 - Present
Allstate February 2014 - September 2014
Allstate November 2012 - January 2014
Allstate January 2012 - October 2012
ING May 2011 - August 2011
Waddell & Reed May 2011 - August 2011
Marriott International May 2010 - July 2010
LEAF Financial Corporation May 2009 - August 2009
Skills
Marketing, Finance, Corporate Finance, Financial Analysis, Investments, Interpersonal and..., Problem Solving, Attention to Detail, Teamwork, Leadership, Time Management, Expert in Excel and..., Expert in..., Proficient in Business..., Cross-functional Team...
Education
University of Pittsburgh 2008 — 2011
BSBA, Finance, 3.75/4.00
Dustin Abbott Dustin Abbott's LEAF Financial Corporation Experience 2007 - 2009
Job 13 years of Banking and IT Experience
Industry Information Technology and Services
Experience
GreenShield IT of California 2007 - Present
Santa Barbara Bank & Trust 2009 - 2013
LEAF Financial Corporation 2007 - 2009
Santa Barbara Bank & Trust 2006 - 2007
Santa Barbara Bank & Trust 2003 - 2006
Skills
Active Directory, Amazon Web Services..., Apple iOS, Auditing, Banking, Cisco IOS, Compliance, Computer Hardware, Credit, Customer Service, Documentation, Employee Training, Finance, Group Policy, Hyper-V, Information Security, Information Technology, Internal Controls, IT Operations, Leadership, Loans, Management, Microsoft Azure, Microsoft Office, Network Security, Network Administration, Networking, Operating Systems, Process Improvement, Project Management, Quality Assurance, Quality Control, Relationship Management, Risk Management, Security, Social Media, Software Documentation, Software Procurement, System Administration, Technical Support, Training, Troubleshooting, Vendor Management, Windows, Windows 7, Windows 8, Windows 10, Windows Phone, Windows Server
Education
Western Governors University 2013 — 2015
Master of Science, Information Security and Assurance
Western Governors University 2011 — 2013
Bachelor of Science, Information Technology-Network Design and Management
City College of San Francisco
Santa Barbara City College
Stanly Community College
GreenShield IT of California 2007 - Present
Santa Barbara Bank & Trust 2009 - 2013
LEAF Financial Corporation 2007 - 2009
Santa Barbara Bank & Trust 2006 - 2007
Santa Barbara Bank & Trust 2003 - 2006
Skills
Active Directory, Amazon Web Services..., Apple iOS, Auditing, Banking, Cisco IOS, Compliance, Computer Hardware, Credit, Customer Service, Documentation, Employee Training, Finance, Group Policy, Hyper-V, Information Security, Information Technology, Internal Controls, IT Operations, Leadership, Loans, Management, Microsoft Azure, Microsoft Office, Network Security, Network Administration, Networking, Operating Systems, Process Improvement, Project Management, Quality Assurance, Quality Control, Relationship Management, Risk Management, Security, Social Media, Software Documentation, Software Procurement, System Administration, Technical Support, Training, Troubleshooting, Vendor Management, Windows, Windows 7, Windows 8, Windows 10, Windows Phone, Windows Server
Education
Western Governors University 2013 — 2015
Master of Science, Information Security and Assurance
Western Governors University 2011 — 2013
Bachelor of Science, Information Technology-Network Design and Management
City College of San Francisco
Santa Barbara City College
Stanly Community College
Katie Combs's LEAF Financial Corporation Experience May 2007 - June 2008
Job Interim Legal Assistant at McNair Law Firm
Industry Marketing and Advertising
Experience
McNair Law Firm November 2014 - Present
EOS Wingsley School July 2013 - July 2014
Cass Elias McCarter Guradian ad Litem May 2012 - May 2013
South Carolina Department of Health and Human Services February 2012 - May 2013
Arcadia Publishing May 2011 - October 2011
Fisher and Phillips August 2009 - April 2011
LEAF Financial Corporation May 2007 - June 2008
Clipper Cruise Line January 2000 - January 2001
Skills
Event Planning, Social Media, Press Releases, Newsletters, Public Relations, Sales, Trade Shows, Marketing, Budgets, Advertising, Social Media Marketing, Fundraising, Marketing Communications, Event Management, Editing, Customer Service
Education
Columbia College
Bachelor of Arts, Communication
McNair Law Firm November 2014 - Present
EOS Wingsley School July 2013 - July 2014
Cass Elias McCarter Guradian ad Litem May 2012 - May 2013
South Carolina Department of Health and Human Services February 2012 - May 2013
Arcadia Publishing May 2011 - October 2011
Fisher and Phillips August 2009 - April 2011
LEAF Financial Corporation May 2007 - June 2008
Clipper Cruise Line January 2000 - January 2001
Skills
Event Planning, Social Media, Press Releases, Newsletters, Public Relations, Sales, Trade Shows, Marketing, Budgets, Advertising, Social Media Marketing, Fundraising, Marketing Communications, Event Management, Editing, Customer Service
Education
Columbia College
Bachelor of Arts, Communication
Ellen Chapman's LEAF Financial Corporation Experience August 2006 - June 2007
Job Solutions Specialist at Digital Map Products
Industry Commercial Real Estate
Experience
Personal Support Medical Suppliers June 2014 - December 2014
Energy Coordinating Agency (ECA) April 2013 - June 2014
City of Philadelphia January 2012 - October 2012
Marcus & Millichap June 2010 - September 2011
CoStar Group June 2007 - October 2009
LEAF Financial Corporation August 2006 - June 2007
Xerox March 1981 - October 2002
Skills
Strategic Planning, Marketing, Leadership, Management, Training, New Business Development, Business Development, Marketing Strategy, Sales, Account Management, Sales Management, Negotiation, Contract Negotiation, Operations Management, Sales Rep Training, Event Planning, Selling, PowerPoint, Recruiting, Cold Calling, Salesforce.com, Market Research, CRM, Market Analysis, Sales Process, Strategy, Sales Presentations, Budgets, Team Building, Public Speaking, Solution Selling, Direct Sales, Management Consulting, Business Strategy, Project Management, Competitive Analysis, Business Planning, Lead Generation, Strategic Partnerships, Sales Operations, Start-ups, Real Estate, Coaching, Social Networking, Social Media Marketing, Entrepreneurship, Marketing Communications, Online Marketing, Public Relations, B2B
Education
Wharton School, University of Pennsylvania
Bachelor's Degree, Double Concentration in Marketing and Management, Cum Laude
Personal Support Medical Suppliers June 2014 - December 2014
Energy Coordinating Agency (ECA) April 2013 - June 2014
City of Philadelphia January 2012 - October 2012
Marcus & Millichap June 2010 - September 2011
CoStar Group June 2007 - October 2009
LEAF Financial Corporation August 2006 - June 2007
Xerox March 1981 - October 2002
Skills
Strategic Planning, Marketing, Leadership, Management, Training, New Business Development, Business Development, Marketing Strategy, Sales, Account Management, Sales Management, Negotiation, Contract Negotiation, Operations Management, Sales Rep Training, Event Planning, Selling, PowerPoint, Recruiting, Cold Calling, Salesforce.com, Market Research, CRM, Market Analysis, Sales Process, Strategy, Sales Presentations, Budgets, Team Building, Public Speaking, Solution Selling, Direct Sales, Management Consulting, Business Strategy, Project Management, Competitive Analysis, Business Planning, Lead Generation, Strategic Partnerships, Sales Operations, Start-ups, Real Estate, Coaching, Social Networking, Social Media Marketing, Entrepreneurship, Marketing Communications, Online Marketing, Public Relations, B2B
Education
Wharton School, University of Pennsylvania
Bachelor's Degree, Double Concentration in Marketing and Management, Cum Laude
Scott H Herman Scott H Herman's LEAF Financial Corporation Experience May 2006 - May 2009
Job Product Manager, Google Tag Manager at Google
Industry Marketing and Advertising
Experience
Google June 2015 - Present
Google June 2012 - Present
Google December 2011 - June 2012
Google November 2010 - December 2011
Yunnan Nationalities University, P.R. China October 2009 - August 2010
LEAF Financial Corporation May 2006 - May 2009
University of Rochester September 2005 - May 2009
Skills
Chinese, Google Analytics, SQL, Linguistics, JavaScript, Analytics, HTML, Web Analytics, Google Adwords, Business Analysis, Data Analysis, Mandarin, E-commerce, Google Tag Manager, HTML + CSS, Photoshop, Grammar, Excel, Web Design, Cognitive Neuroscience, Psycholinguistics, Syntax, Google Apps Scripts, Online Marketing, Strategy, Product Management
Education
University of Rochester 2005 — 2009
BA, Linguistics, Cognitive Neuroscience, French, Chinese
Yunnan Nationalities University 2009 — 2010
Ethno-Linguistics
Harbin Insitute of Technology 2009 — 2009
US State Department - Critical Language Enhancement, Advanced Chinese Studies
Beijing Foreign Studies University 2008 — 2008
Chinese Studies
Cherry Hill High School East
Google June 2015 - Present
Google June 2012 - Present
Google December 2011 - June 2012
Google November 2010 - December 2011
Yunnan Nationalities University, P.R. China October 2009 - August 2010
LEAF Financial Corporation May 2006 - May 2009
University of Rochester September 2005 - May 2009
Skills
Chinese, Google Analytics, SQL, Linguistics, JavaScript, Analytics, HTML, Web Analytics, Google Adwords, Business Analysis, Data Analysis, Mandarin, E-commerce, Google Tag Manager, HTML + CSS, Photoshop, Grammar, Excel, Web Design, Cognitive Neuroscience, Psycholinguistics, Syntax, Google Apps Scripts, Online Marketing, Strategy, Product Management
Education
University of Rochester 2005 — 2009
BA, Linguistics, Cognitive Neuroscience, French, Chinese
Yunnan Nationalities University 2009 — 2010
Ethno-Linguistics
Harbin Insitute of Technology 2009 — 2009
US State Department - Critical Language Enhancement, Advanced Chinese Studies
Beijing Foreign Studies University 2008 — 2008
Chinese Studies
Cherry Hill High School East
Kathryn Finocchiaro Kathryn Finocchiaro's LEAF Financial Corporation Experience July 2007 - November 2009
Job Refund and Recovery Representative at PHH Mortgage
Industry Executive Office
Experience
PHH Mortgage September 2010 - Present
Currently in the job market November 2009 - August 2010
LEAF Financial Corporation July 2007 - November 2009
Horizon Blue Cross Blue Shield June 2006 - July 2007
Albert's Organics June 2001 - May 2003
Skills
Asset Management, Credit, Customer Service, Employee Benefits, Finance, Financial Analysis, Insurance, Invoicing, Leadership, Loans, Management, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sales
Education
Rowan University 2003 — 2006
Bachelors, Bachelor, Liberal Arts & Science; English
PHH Mortgage September 2010 - Present
Currently in the job market November 2009 - August 2010
LEAF Financial Corporation July 2007 - November 2009
Horizon Blue Cross Blue Shield June 2006 - July 2007
Albert's Organics June 2001 - May 2003
Skills
Asset Management, Credit, Customer Service, Employee Benefits, Finance, Financial Analysis, Insurance, Invoicing, Leadership, Loans, Management, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Sales
Education
Rowan University 2003 — 2006
Bachelors, Bachelor, Liberal Arts & Science; English
Chinedum Nwadiora Chinedum Nwadiora's LEAF Financial Corporation Experience July 2008 - August 2009
Job PhD Candidate / Finance & Economics (& Stat) Instructor at U. of New Orleans / Assistant Controller at The Sulzer Group
Industry Financial Services
Experience
The Sulzer Group October 2013 - Present
University of New Orleans January 2013 - Present
Izzo's Illegal Burrito Birmingham August 2012 - October 2013
LEAF Financial Corporation July 2008 - August 2009
Isdaner & Company, LLC November 2005 - April 2008
Pa Dept of Labor & Ind. November 2002 - November 2005
Skills
Financial Statements, Financial Analysis, Financial Accounting, SEC filings, Financial Reporting, Accounting, CPA, Internal Controls, QuickBooks, Internal Audit
Education
University of New Orleans 2012 — 2015
Doctor of Philosophy (PhD), Financial Economics
Temple University - Fox School of Business and Management 2003 — 2005
M.B.A., Accounting
Temple University - Fox School of Business and Management 1998 — 2002
B.B.A., Accounting
Strath Haven Middle School
The Sulzer Group October 2013 - Present
University of New Orleans January 2013 - Present
Izzo's Illegal Burrito Birmingham August 2012 - October 2013
LEAF Financial Corporation July 2008 - August 2009
Isdaner & Company, LLC November 2005 - April 2008
Pa Dept of Labor & Ind. November 2002 - November 2005
Skills
Financial Statements, Financial Analysis, Financial Accounting, SEC filings, Financial Reporting, Accounting, CPA, Internal Controls, QuickBooks, Internal Audit
Education
University of New Orleans 2012 — 2015
Doctor of Philosophy (PhD), Financial Economics
Temple University - Fox School of Business and Management 2003 — 2005
M.B.A., Accounting
Temple University - Fox School of Business and Management 1998 — 2002
B.B.A., Accounting
Strath Haven Middle School
Lindsay Loftus Lindsay Loftus's LEAF Financial Corporation Experience May 2007 - August 2007
Job Administrative Coordinator, Compliance & IT Operations at Drexel University's College of Nursing and Health Professions
Industry Higher Education
Experience
Drexel University's College of Nursing and Health Professions October 2014 - Present
Durkin Law Offices, P.C. August 2009 - October 2014
Durkin Law Offices, P.C. August 2007 - August 2009
LEAF Financial Corporation May 2007 - August 2007
All About Staffing June 2004 - June 2007
Skills
Microsoft Excel, Legal Research, Research, Microsoft Office, Editing, Event Planning, Facebook, Nonprofits
Education
Temple University 2005 — 2009
B.A. in Communications, Minor in Business
Drexel University's College of Nursing and Health Professions October 2014 - Present
Durkin Law Offices, P.C. August 2009 - October 2014
Durkin Law Offices, P.C. August 2007 - August 2009
LEAF Financial Corporation May 2007 - August 2007
All About Staffing June 2004 - June 2007
Skills
Microsoft Excel, Legal Research, Research, Microsoft Office, Editing, Event Planning, Facebook, Nonprofits
Education
Temple University 2005 — 2009
B.A. in Communications, Minor in Business
Ruth D. Schultz's LEAF Financial Corporation Experience April 2008 - October 2009
Job Inside Sale Manager Long Term Care
Industry Hospital & Health Care
Experience
McKesson October 2009 - Present
LEAF Financial Corporation April 2008 - October 2009
Key Equipment Finance May 2004 - April 2008
Hewlett-Packard Financial Services September 2003 - May 2004
Skills
CRM, Sales Management, Cold Calling, Management, Training, Negotiation, Customer Service, Sales Process, Direct Sales, New Business Development, Business Development, Salesforce.com, Vendor Management, Sales, Sales Operations, Solution Selling, Selling, Contract Negotiation, Team Building
Education
Salve Regina University 1996 — 2000
Double Bachelor's, Finance & Information System Science
McKesson October 2009 - Present
LEAF Financial Corporation April 2008 - October 2009
Key Equipment Finance May 2004 - April 2008
Hewlett-Packard Financial Services September 2003 - May 2004
Skills
CRM, Sales Management, Cold Calling, Management, Training, Negotiation, Customer Service, Sales Process, Direct Sales, New Business Development, Business Development, Salesforce.com, Vendor Management, Sales, Sales Operations, Solution Selling, Selling, Contract Negotiation, Team Building
Education
Salve Regina University 1996 — 2000
Double Bachelor's, Finance & Information System Science
Dana Mento's LEAF Financial Corporation Experience April 2009 - November 2009
Job Health & Wellness Marketing Executive
Industry Marketing and Advertising
Experience
Giant Creative Strategy January 2014 - Present
Digitas Health January 2012 - January 2014
Digitas Health January 2012 - December 2012
The EXPERTS Bench - A resource vendor to AstraZeneca Pharmaceuticals October 2011 - January 2012
Digitas Health 2009 - 2011
LEAF Financial Corporation April 2009 - November 2009
Skills
Pharmaceutical Industry, Leadership, Digital Marketing, Marketing, Strategy, Integrated Marketing, Advertising, Brand Management, New Business Development, Management, Training, Sales, Budgets, Digital Strategy, Interactive Marketing, Online Advertising, Direct Marketing, Social Media Marketing
Education
4A's Institute of Advanced Advertising Studies (IAAS) 2013 — 2013
Marketing
Temple University
BA Communications, Marketing, Public Relations
Giant Creative Strategy January 2014 - Present
Digitas Health January 2012 - January 2014
Digitas Health January 2012 - December 2012
The EXPERTS Bench - A resource vendor to AstraZeneca Pharmaceuticals October 2011 - January 2012
Digitas Health 2009 - 2011
LEAF Financial Corporation April 2009 - November 2009
Skills
Pharmaceutical Industry, Leadership, Digital Marketing, Marketing, Strategy, Integrated Marketing, Advertising, Brand Management, New Business Development, Management, Training, Sales, Budgets, Digital Strategy, Interactive Marketing, Online Advertising, Direct Marketing, Social Media Marketing
Education
4A's Institute of Advanced Advertising Studies (IAAS) 2013 — 2013
Marketing
Temple University
BA Communications, Marketing, Public Relations
Christopher Trainor Christopher Trainor's LEAF Financial Corporation Experience July 2003 - June 2005
Job Equipment Financing Specialist/Expert
Industry Financial Services
Experience
TD Equipment Finance, Inc. December 2013 - July 2015
De Lage Landen Finacial Services, Inc. June 2005 - August 2013
De Lage Landen June 2005 - December 2010
LEAF Financial Corporation July 2003 - June 2005
VERIZON June 1998 - October 2002
GE Capital March 1997 - April 1998
Tokai Financial Services October 1990 - March 1997
Skills
Credit, Document Management, Document Review, Document Drafting, Lease Administration, Lease Negotiations, Lease Documentation, Contract Negotiation, Contract Management, Funding, Application Lifecycle..., Portfolio Management, Credit Risk, Finance, Sales Operations, Asset Based Lending, Commercial Finance, Vendor Finance, Structured Finance, Commercial Lending, Financial Structuring, Sales, Credit Analysis, Relationship Management, Financial Risk, Financial Services, Loans, Commercial Banking, Asset Management, Risk Management, Small Business Lending, Banking, Computer Proficiency, Salesforce.com, Asset Integrity, Microsoft Excel
Education
West Chester University of Pennsylvania 1987 — 1990
Business, Management, Marketing, and Related Support Services
Delaware County Community College 1985 — 1987
Business Administration and Management, General
TD Equipment Finance, Inc. December 2013 - July 2015
De Lage Landen Finacial Services, Inc. June 2005 - August 2013
De Lage Landen June 2005 - December 2010
LEAF Financial Corporation July 2003 - June 2005
VERIZON June 1998 - October 2002
GE Capital March 1997 - April 1998
Tokai Financial Services October 1990 - March 1997
Skills
Credit, Document Management, Document Review, Document Drafting, Lease Administration, Lease Negotiations, Lease Documentation, Contract Negotiation, Contract Management, Funding, Application Lifecycle..., Portfolio Management, Credit Risk, Finance, Sales Operations, Asset Based Lending, Commercial Finance, Vendor Finance, Structured Finance, Commercial Lending, Financial Structuring, Sales, Credit Analysis, Relationship Management, Financial Risk, Financial Services, Loans, Commercial Banking, Asset Management, Risk Management, Small Business Lending, Banking, Computer Proficiency, Salesforce.com, Asset Integrity, Microsoft Excel
Education
West Chester University of Pennsylvania 1987 — 1990
Business, Management, Marketing, and Related Support Services
Delaware County Community College 1985 — 1987
Business Administration and Management, General
Mike Infanti, CPA, CIRA, CFE's LEAF Financial Corporation Experience July 2008 - February 2011
Job Accounting Manager at Giuliano, Miller & Company
Industry Accounting
Experience
Giuliano, Miller & Company June 2009 - Present
LEAF Financial Corporation July 2008 - February 2011
Grant thornton, LLP September 2003 - July 2008
Grant Thornton 2003 - 2008
Skills
Audit, Accounting, Management Consulting, Tax, Insolvency, Bankruptcy, Auditing
Education
Saint Joseph's University 1999 — 2003
Assumption BVM
Giuliano, Miller & Company June 2009 - Present
LEAF Financial Corporation July 2008 - February 2011
Grant thornton, LLP September 2003 - July 2008
Grant Thornton 2003 - 2008
Skills
Audit, Accounting, Management Consulting, Tax, Insolvency, Bankruptcy, Auditing
Education
Saint Joseph's University 1999 — 2003
Assumption BVM
Janice Olson's LEAF Financial Corporation Experience January 2006 - May 2008
Job Events Planner & Conference Coordinator at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate October 2008 - Present
LEAF Financial Corporation January 2006 - May 2008
Education
Champlain College 1975 — 1977
Resource Real Estate October 2008 - Present
LEAF Financial Corporation January 2006 - May 2008
Education
Champlain College 1975 — 1977
Gregg Acton's LEAF Financial Corporation Experience August 2007 - January 2008
Job Senior Tax Analyst at Philadelphia Energy Solutions, LLC
Industry Accounting
Experience
Philadelphia Energy Solutions, LLC January 2015 - Present
Sunoco March 2008 - January 2015
LEAF Financial Corporation August 2007 - January 2008
United Rentals January 2005 - June 2007
7-Eleven February 2000 - November 2004
Federal Reserve Bank of Philadelphia January 1999 - January 2000
Skills
Sales Tax, Sarbanes-Oxley Act, Account Reconciliation, Tax, Internal Controls, Accounting, Financial Reporting, GAAP, Auditing
Education
Burlington County College 2012 — 2014
Associate of Science (AS), Accounting, 3.75
Philadelphia Energy Solutions, LLC January 2015 - Present
Sunoco March 2008 - January 2015
LEAF Financial Corporation August 2007 - January 2008
United Rentals January 2005 - June 2007
7-Eleven February 2000 - November 2004
Federal Reserve Bank of Philadelphia January 1999 - January 2000
Skills
Sales Tax, Sarbanes-Oxley Act, Account Reconciliation, Tax, Internal Controls, Accounting, Financial Reporting, GAAP, Auditing
Education
Burlington County College 2012 — 2014
Associate of Science (AS), Accounting, 3.75
Michael Pucci's LEAF Financial Corporation Experience August 2007 - September 2009
Job Life Safety Consultant at Simplex Grinnell
Industry Facilities Services
Experience
Simplex Grinnell LP August 2015 - Present
Trinity Packaging Supply, LLC December 2013 - May 2015
LOL Mobile Media July 2013 - December 2013
Balboa Capital January 2012 - July 2013
American Institute for History Education LLC August 2011 - March 2012
LEAF Financial Corporation August 2007 - September 2009
Marlin Leasing Corp. November 1998 - August 2007
Skills
Account Management, Sales, Sales Process, Credit, Sales Management, Cold Calling, Loans, Commercial Leasing, Leasing, Outside Sales, Mobile Marketing, Mobile Advertising, Mobile Social Networking, Sales Presentations, Corporate Finance, Financial Services, Social Media Marketing, Social Media, New Business Development, Business Development, Sales Prospecting, Packaging, Stretch Film, Supplies, Pallets, Packaging Engineering, Customer Service, Client Rapport, Lead Generation, Management, Sales Operations
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Communications
Simplex Grinnell LP August 2015 - Present
Trinity Packaging Supply, LLC December 2013 - May 2015
LOL Mobile Media July 2013 - December 2013
Balboa Capital January 2012 - July 2013
American Institute for History Education LLC August 2011 - March 2012
LEAF Financial Corporation August 2007 - September 2009
Marlin Leasing Corp. November 1998 - August 2007
Skills
Account Management, Sales, Sales Process, Credit, Sales Management, Cold Calling, Loans, Commercial Leasing, Leasing, Outside Sales, Mobile Marketing, Mobile Advertising, Mobile Social Networking, Sales Presentations, Corporate Finance, Financial Services, Social Media Marketing, Social Media, New Business Development, Business Development, Sales Prospecting, Packaging, Stretch Film, Supplies, Pallets, Packaging Engineering, Customer Service, Client Rapport, Lead Generation, Management, Sales Operations
Education
Stockton University 1993 — 1997
Bachelor’s Degree, Communications
Donna Palumbo's LEAF Financial Corporation Experience February 2008 - November 2009
Job Sales Manager II Digital Marketing
Industry Marketing and Advertising
Experience
Revana: Google Program November 2010 - Present
Hot Dogs by GIGI December 2009 - August 2010
LEAF Financial Corporation February 2008 - November 2009
Hewlett-Packard Financial Services October 2002 - October 2006
ORIX July 1984 - November 2000
orix 1986 - 2000
Skills
Digital Marketing, Finance, Sales Management, Business Analysis, Vendor Management, Strategic Planning, Negotiation, Customer Service, Account Management, Process Improvement, Software Documentation, Forecasting, Contract Negotiation, Project Management
Education
California State University-Hayward - School of Business and Economics 1981 — 1984
3 years, Paralegal - AA achieved, BA incomplete
Revana: Google Program November 2010 - Present
Hot Dogs by GIGI December 2009 - August 2010
LEAF Financial Corporation February 2008 - November 2009
Hewlett-Packard Financial Services October 2002 - October 2006
ORIX July 1984 - November 2000
orix 1986 - 2000
Skills
Digital Marketing, Finance, Sales Management, Business Analysis, Vendor Management, Strategic Planning, Negotiation, Customer Service, Account Management, Process Improvement, Software Documentation, Forecasting, Contract Negotiation, Project Management
Education
California State University-Hayward - School of Business and Economics 1981 — 1984
3 years, Paralegal - AA achieved, BA incomplete
Ari Ghosh's LEAF Financial Corporation Experience 2005 - 2010
Job Equity Research Associate, Asset Managers at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Evercore Partners 2013 - 2014
RBS Markets & International Banking 2011 - 2013
LEAF Financial Corporation 2005 - 2010
Merrill Lynch 2004 - 2004
ITC Limited 2003 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Asset Based Lending
Education
Coe College
BA, Economics and Business Administration
La Martiniere For Boys
High School, Business/Commerce, General
Credit Suisse 2014 - Present
Evercore Partners 2013 - 2014
RBS Markets & International Banking 2011 - 2013
LEAF Financial Corporation 2005 - 2010
Merrill Lynch 2004 - 2004
ITC Limited 2003 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Asset Based Lending
Education
Coe College
BA, Economics and Business Administration
La Martiniere For Boys
High School, Business/Commerce, General
Tracy Toth's LEAF Financial Corporation Experience January 2008 - September 2010
Job Regional Inside Sales Manager at Prysmian
Industry Electrical/Electronic Manufacturing
Experience
Prysmian December 2010 - Present
LEAF Financial Corporation January 2008 - September 2010
Wilmington Finance November 2005 - August 2007
Freedom Mortgage August 2002 - November 2005
Skills
Credit Analysis, Credit, Portfolio Management, Financial Analysis, Banking, Underwriting, Finance, Asset Managment, Business Analysis, Software Documentation, Access, Microsoft Excel, Microsoft Office, SharePoint, Visual Basic, Sales, Mortgage Servicing, Customer Service, Project Management, Management, SAP, Account Management, Key Account Management, Contract Management, Teamwork, Contractors, Proposal Writing, Utility Industry, Team Leadership, Negotiation, Sales Management, Contract Negotiation
Education
Rowan University 1998 — 2002
Bachelor of Arts (BA), Business Administration and Management, Marketing
Chatham High School 1994 — 1998
Prysmian December 2010 - Present
LEAF Financial Corporation January 2008 - September 2010
Wilmington Finance November 2005 - August 2007
Freedom Mortgage August 2002 - November 2005
Skills
Credit Analysis, Credit, Portfolio Management, Financial Analysis, Banking, Underwriting, Finance, Asset Managment, Business Analysis, Software Documentation, Access, Microsoft Excel, Microsoft Office, SharePoint, Visual Basic, Sales, Mortgage Servicing, Customer Service, Project Management, Management, SAP, Account Management, Key Account Management, Contract Management, Teamwork, Contractors, Proposal Writing, Utility Industry, Team Leadership, Negotiation, Sales Management, Contract Negotiation
Education
Rowan University 1998 — 2002
Bachelor of Arts (BA), Business Administration and Management, Marketing
Chatham High School 1994 — 1998
Vinod Nitla's LEAF Financial Corporation Experience 2006 - 2006
Job IT Professional
Industry Information Technology and Services
Experience
Spectrum Services, Inc. IT ConsultantFleming Consulting, LLC2006 - 2007
LEAF Financial Corporation 2006 - 2006
AtlantiCare 2004 - 2005
Education
Drexel University 2002 — 2007
Spectrum Services, Inc. IT ConsultantFleming Consulting, LLC2006 - 2007
LEAF Financial Corporation 2006 - 2006
AtlantiCare 2004 - 2005
Education
Drexel University 2002 — 2007
Frank Sterner's LEAF Financial Corporation Experience January 2008 - May 2008
Job Controller at Health Strategies Group
Industry Accounting
Experience
Health Strategies Group July 2014 - Present
American Water October 2012 - June 2014
Wolters Kluwer July 2009 - September 2012
AC Lordi Consulting June 2008 - June 2009
VWR May 2008 - June 2008
LEAF Financial Corporation January 2008 - May 2008
Health Products Research February 2005 - January 2008
The Siegfried Group May 2004 - February 2005
LEAF Financial Corporation January 2004 - May 2004
MediMedia USA March 2002 - January 2004
Skills
Miscrosoft Office..., Advanced Excel, Hyperion Pillar, Hyperion Enterprise, Hyperion HFM, Oracle 9i, People Soft, Accpac, SAP, Miscrosoft Solomon, Microsoft Great Plains, Miscrosoft Dynamics, Microsoft Excel, Microsoft Office, PeopleSoft, Oracle, Microsoft Technologies, Financial Reporting, Hyperion Planning, Forecasting, Internal Controls, Process Improvement, Mergers & Acquisitions, Business Strategy, Consolidation, Managerial Finance, Variance Analysis, Finance, Financial Accounting, General Ledger, SEC filings, Sarbanes-Oxley, Corporate Tax, Cost Accounting, Account Reconciliation, Business Planning, JD Edwards, Great Plains Software, Strategic Planning, Cash Flow, Financial Statements, Accounting, Internal Audit, GAAP, Financial Analysis, Budgets, Fixed Assets, Accounts Payable, Auditing, Tax
Education
Temple University - Fox School of Business and Management 1984 — 1988
BS, Accounting, 3.1
Father Judge 1980 — 1984
Health Strategies Group July 2014 - Present
American Water October 2012 - June 2014
Wolters Kluwer July 2009 - September 2012
AC Lordi Consulting June 2008 - June 2009
VWR May 2008 - June 2008
LEAF Financial Corporation January 2008 - May 2008
Health Products Research February 2005 - January 2008
The Siegfried Group May 2004 - February 2005
LEAF Financial Corporation January 2004 - May 2004
MediMedia USA March 2002 - January 2004
Skills
Miscrosoft Office..., Advanced Excel, Hyperion Pillar, Hyperion Enterprise, Hyperion HFM, Oracle 9i, People Soft, Accpac, SAP, Miscrosoft Solomon, Microsoft Great Plains, Miscrosoft Dynamics, Microsoft Excel, Microsoft Office, PeopleSoft, Oracle, Microsoft Technologies, Financial Reporting, Hyperion Planning, Forecasting, Internal Controls, Process Improvement, Mergers & Acquisitions, Business Strategy, Consolidation, Managerial Finance, Variance Analysis, Finance, Financial Accounting, General Ledger, SEC filings, Sarbanes-Oxley, Corporate Tax, Cost Accounting, Account Reconciliation, Business Planning, JD Edwards, Great Plains Software, Strategic Planning, Cash Flow, Financial Statements, Accounting, Internal Audit, GAAP, Financial Analysis, Budgets, Fixed Assets, Accounts Payable, Auditing, Tax
Education
Temple University - Fox School of Business and Management 1984 — 1988
BS, Accounting, 3.1
Father Judge 1980 — 1984
Brian Kestenbaum's LEAF Financial Corporation Experience 2008 - 2010
Job Senior Vice President and General Counsel at LEAF Commercial Capital, Inc.
Industry Law Practice
Experience
LEAF Commercial Capital, Inc. 2011 - Present
LEAF Financial Corporation 2008 - 2010
Ledgewood, P.C. 2004 - 2008
Ballard Spahr Andrews & Ingersoll, LLP 2000 - 2004
Piper Rudnick LLP 1998 - 2000
Skills
Corporate Law, Corporate Governance, Bankruptcy, Mergers, Securities Regulation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Joint Ventures, Due Diligence, Private Equity, Litigation Management, Structured Finance, Securitization, Contract Negotiation, Intellectual Property, Mergers & Acquisitions, Arbitration, Securities
Education
Villanova University School of Law 1995 — 1998
JD, Law
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Political Science
LEAF Commercial Capital, Inc. 2011 - Present
LEAF Financial Corporation 2008 - 2010
Ledgewood, P.C. 2004 - 2008
Ballard Spahr Andrews & Ingersoll, LLP 2000 - 2004
Piper Rudnick LLP 1998 - 2000
Skills
Corporate Law, Corporate Governance, Bankruptcy, Mergers, Securities Regulation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Joint Ventures, Due Diligence, Private Equity, Litigation Management, Structured Finance, Securitization, Contract Negotiation, Intellectual Property, Mergers & Acquisitions, Arbitration, Securities
Education
Villanova University School of Law 1995 — 1998
JD, Law
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Brian Zamrowski's LEAF Financial Corporation Experience October 2007 - February 2009
Job Account Manager at T.O. Epps & Assoc.
Industry Retail
Experience
T.O. Epps & Assoc. August 2009 - Present
LEAF Financial Corporation October 2007 - February 2009
Skills
Sales, Advertising, Account Management, Marketing, Strategic Planning, Inventory Management
Education
Saint Joseph's University 1995 — 1998
Malvern Preparatory 1991 — 1994
T.O. Epps & Assoc. August 2009 - Present
LEAF Financial Corporation October 2007 - February 2009
Skills
Sales, Advertising, Account Management, Marketing, Strategic Planning, Inventory Management
Education
Saint Joseph's University 1995 — 1998
Malvern Preparatory 1991 — 1994
David Sie's LEAF Financial Corporation Experience March 2008 - July 2010
Job VP, Financial Planning & Analysis
Industry Financial Services
Experience
PHH Corporation April 2013 - Present
PHH Corporation August 2011 - April 2013
PHH Mortgage July 2010 - August 2011
LEAF Financial Corporation March 2008 - July 2010
PHH Mortgage April 2003 - March 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Finance, Strategic Financial..., Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Business Management
Drexel University - LeBow College of Business 1998 — 2003
BS, Finance, MIS
PHH Corporation April 2013 - Present
PHH Corporation August 2011 - April 2013
PHH Mortgage July 2010 - August 2011
LEAF Financial Corporation March 2008 - July 2010
PHH Mortgage April 2003 - March 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Finance, Strategic Financial..., Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Business Management
Drexel University - LeBow College of Business 1998 — 2003
BS, Finance, MIS
Meredith Clark, PHR's LEAF Financial Corporation Experience January 2007 - January 2008
Job Human Resources Manager at Urban Engineers, Inc.
Industry Human Resources
Experience
Urban Engineers, Inc. June 2012 - Present
Urban Engineers, Inc. January 2008 - June 2012
LEAF Financial Corporation January 2007 - January 2008
AHP Settlement Trust July 2006 - January 2007
GlaxoSmithKline September 2004 - May 2006
AHP Settlement Trust 2003 - 2004
Boca Raton Resort & Club September 2002 - March 2003
Skills
Human Resources, Performance Management, HRIS, Onboarding, Talent Acquisition, Recruiting, Benefits Administration, Employee Benefits, Employee Relations, Talent Management, Payroll, Microsoft Office, Customer Service, Personnel Management, Strategic Planning, Leadership, College Recruiting, Training, Organizational..., Employee Engagement, Applicant Tracking..., HR Policies, FMLA, Interviews
Education
Villanova University 2013 — 2015
Master of Science in Human Resource Development
Villanova University 2009 — 2009
Certificate in Professional Human Resource Management
Drexel University 2001 — 2006
Bachelor's of Science in Business Administration, Human Resource Management
Upper St. Clair High School
Urban Engineers, Inc. June 2012 - Present
Urban Engineers, Inc. January 2008 - June 2012
LEAF Financial Corporation January 2007 - January 2008
AHP Settlement Trust July 2006 - January 2007
GlaxoSmithKline September 2004 - May 2006
AHP Settlement Trust 2003 - 2004
Boca Raton Resort & Club September 2002 - March 2003
Skills
Human Resources, Performance Management, HRIS, Onboarding, Talent Acquisition, Recruiting, Benefits Administration, Employee Benefits, Employee Relations, Talent Management, Payroll, Microsoft Office, Customer Service, Personnel Management, Strategic Planning, Leadership, College Recruiting, Training, Organizational..., Employee Engagement, Applicant Tracking..., HR Policies, FMLA, Interviews
Education
Villanova University 2013 — 2015
Master of Science in Human Resource Development
Villanova University 2009 — 2009
Certificate in Professional Human Resource Management
Drexel University 2001 — 2006
Bachelor's of Science in Business Administration, Human Resource Management
Upper St. Clair High School
Christina Tharp's LEAF Financial Corporation Experience February 2009 - February 2010
Job Staff Accountant at Yoel Wagschal, CPA P.C.
Industry Accounting
Experience
Yoel Wagschal, CPA P.C. January 2013 - Present
LEAF Financial Corporation February 2009 - February 2010
De Lage Landen 2003 - 2009
Skills
Portfolio Management, Credit, Financial Reporting, Financial Analysis, Accounts Receivable, Credit Analysis, Accounting, Finance, Risk Management, Banking, Credit Risk, Financial Services, Financial Risk, Analysis, Mergers & Acquisitions, Process Improvement, Executive Management, Loans, QuickBooks, Restructuring, Cash Management, Cash Flow, Business Analysis, Financial Accounting
Education
State University of New York at New Paltz 2011 — 2013
Bachelor of Applied Science (BASc), Accounting
Marist College 2000 — 2003
Bachelor of Arts (BA), English Literature, Writing Concentration, 3.83 GPA
Penn Yan Academy
Yoel Wagschal, CPA P.C. January 2013 - Present
LEAF Financial Corporation February 2009 - February 2010
De Lage Landen 2003 - 2009
Skills
Portfolio Management, Credit, Financial Reporting, Financial Analysis, Accounts Receivable, Credit Analysis, Accounting, Finance, Risk Management, Banking, Credit Risk, Financial Services, Financial Risk, Analysis, Mergers & Acquisitions, Process Improvement, Executive Management, Loans, QuickBooks, Restructuring, Cash Management, Cash Flow, Business Analysis, Financial Accounting
Education
State University of New York at New Paltz 2011 — 2013
Bachelor of Applied Science (BASc), Accounting
Marist College 2000 — 2003
Bachelor of Arts (BA), English Literature, Writing Concentration, 3.83 GPA
Penn Yan Academy
Patricia Von Arb's LEAF Financial Corporation Experience May 1999 - August 2008
Job Chief Financial Officer at Vince & Associates Clinical Research
Industry Medical Practice
Experience
Vince & Associates Clinical Research May 2009 - Present
Allied Waste August 2008 - May 2009
LEAF Financial Corporation May 1999 - August 2008
VGM Leasing 1995 - 1999
Skills
Strategic Planning, Recruiting, Financial Reporting, Great Plains Software, Microsoft Excel, Microsoft Office, Variance Analysis
Education
University of Northern Iowa
Vince & Associates Clinical Research May 2009 - Present
Allied Waste August 2008 - May 2009
LEAF Financial Corporation May 1999 - August 2008
VGM Leasing 1995 - 1999
Skills
Strategic Planning, Recruiting, Financial Reporting, Great Plains Software, Microsoft Excel, Microsoft Office, Variance Analysis
Education
University of Northern Iowa
Brian Earnshaw's LEAF Financial Corporation Experience 2009 - 2010
Job Vice President and Corporate Controller at Harron Entertainment / Harron Communications (d/b/a MetroCast)
Industry Telecommunications
Experience
Harron Entertainment / Harron Communications (d/b/a MetroCast) January 2013 - Present
Harron Entertainment / Harron Communications (d/b/a MetroCast) January 2010 - December 2012
LEAF Financial Corporation 2009 - 2010
Comcast Cable May 2000 - June 2009
Garden State Cable TV October 1997 - May 2000
Comcast January 1995 - September 1997
Comcast May 1992 - December 1994
Deloitte & Touche July 1987 - May 1992
Skills
Mergers, Accounting, Internal Controls, Restructuring, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Acquisition Integration, Corporate Finance, Auditing, Process Improvement, Capital Budgeting, Cash Flow, Financial Modeling, Managerial Finance, Strategic Financial..., Expense..., Capital Markets, Financial Audits, Management, Finance, SEC filings, Internal Audit, Budgets, General Ledger, Mergers & Acquisitions, Consolidation, GAAP
Education
Penn State University 1983 — 1987
Bachelors, Accounting (highest distinction and honors)
Harron Entertainment / Harron Communications (d/b/a MetroCast) January 2013 - Present
Harron Entertainment / Harron Communications (d/b/a MetroCast) January 2010 - December 2012
LEAF Financial Corporation 2009 - 2010
Comcast Cable May 2000 - June 2009
Garden State Cable TV October 1997 - May 2000
Comcast January 1995 - September 1997
Comcast May 1992 - December 1994
Deloitte & Touche July 1987 - May 1992
Skills
Mergers, Accounting, Internal Controls, Restructuring, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Financial Analysis, Acquisition Integration, Corporate Finance, Auditing, Process Improvement, Capital Budgeting, Cash Flow, Financial Modeling, Managerial Finance, Strategic Financial..., Expense..., Capital Markets, Financial Audits, Management, Finance, SEC filings, Internal Audit, Budgets, General Ledger, Mergers & Acquisitions, Consolidation, GAAP
Education
Penn State University 1983 — 1987
Bachelors, Accounting (highest distinction and honors)
Charles Profera's LEAF Financial Corporation Experience 2004 - 2006
Job Workout Officer at Canon Financial Services Inc.
Industry Financial Services
Experience
Canon Financial Services Inc. Loan Funding and Documentation SupervisorWells Fargo Auto Finance2006 - 2008
LEAF Financial Corporation 2004 - 2006
Advanta 1991 - 2000
Education
Rowan University 1990 — 1999
Canon Financial Services Inc. Loan Funding and Documentation SupervisorWells Fargo Auto Finance2006 - 2008
LEAF Financial Corporation 2004 - 2006
Advanta 1991 - 2000
Education
Rowan University 1990 — 1999
Nicholas Roberto's LEAF Financial Corporation Experience January 2007 - December 2009
Job SVP, Credit & Operations at Quick Bridge Funding
Industry Financial Services
Experience
Quick Bridge Funding June 2014 - Present
De Lage Landen Financial Services, Inc February 2013 - June 2014
De Lage Landen Financial Services, Inc. August 2012 - January 2013
De Lage Landen Financial Services, Inc February 2010 - July 2012
LEAF Financial Corporation January 2007 - December 2009
Financial Federal Credit Inc. May 2000 - January 2007
American Express Equipment Finance September 1997 - December 2000
AT&T Capital March 1993 - September 1997
Skills
Credit, Portfolio Management, Credit Risk, Loans, Due Diligence, Risk Management, Business Analysis, Executive Management, Loan Origination, Underwriting, Relationship Management, Banking, Commercial Lending, Financial Risk, Credit Analysis, Finance, Asset Based Lending, Financial Services, Financial Analysis, Small Business Lending, Commercial Banking, Cash Management, Financial Structuring, Structured Finance, Corporate Finance, Commercial Finance, Asset Management, Funding, Capital Markets, Mergers & Acquisitions, Financial Modeling, Factoring, Business Development, Forecasting, Pricing, Business Planning, Strategic Financial..., Restructuring, Insurance
Education
Lafayette College
Bachelor of Arts (B.A.), Economics & Business
The University of Connecticut
MBA, Finance & Management
Quick Bridge Funding June 2014 - Present
De Lage Landen Financial Services, Inc February 2013 - June 2014
De Lage Landen Financial Services, Inc. August 2012 - January 2013
De Lage Landen Financial Services, Inc February 2010 - July 2012
LEAF Financial Corporation January 2007 - December 2009
Financial Federal Credit Inc. May 2000 - January 2007
American Express Equipment Finance September 1997 - December 2000
AT&T Capital March 1993 - September 1997
Skills
Credit, Portfolio Management, Credit Risk, Loans, Due Diligence, Risk Management, Business Analysis, Executive Management, Loan Origination, Underwriting, Relationship Management, Banking, Commercial Lending, Financial Risk, Credit Analysis, Finance, Asset Based Lending, Financial Services, Financial Analysis, Small Business Lending, Commercial Banking, Cash Management, Financial Structuring, Structured Finance, Corporate Finance, Commercial Finance, Asset Management, Funding, Capital Markets, Mergers & Acquisitions, Financial Modeling, Factoring, Business Development, Forecasting, Pricing, Business Planning, Strategic Financial..., Restructuring, Insurance
Education
Lafayette College
Bachelor of Arts (B.A.), Economics & Business
The University of Connecticut
MBA, Finance & Management
Charles Profera's LEAF Financial Corporation Experience September 2004 - September 2006
Job Senior Workout Officer at Canon Financial Services
Industry Financial Services
Experience
Canon Financial Services May 2008 - Present
Wells Fargo Auto Finance October 2006 - May 2008
LEAF Financial Corporation September 2004 - September 2006
HP Financial Services 2000 - 2002
Advanta Leasing Services 1991 - 2000
Skills
Credit, Loans
Education
Rowan University 1989 — 1996
BA, Economics
Canon Financial Services May 2008 - Present
Wells Fargo Auto Finance October 2006 - May 2008
LEAF Financial Corporation September 2004 - September 2006
HP Financial Services 2000 - 2002
Advanta Leasing Services 1991 - 2000
Skills
Credit, Loans
Education
Rowan University 1989 — 1996
BA, Economics
Elizabeth Luber's LEAF Financial Corporation Experience June 2009 - September 2010
Job Legal Assistant at Phelan Hallinan & Schmieg, LLP
Industry Financial Services
Experience
Phelan Hallinan & Schmieg, LLP September 2010 - Present
LEAF Financial Corporation June 2009 - September 2010
Merit Capital Advance, LLC February 2007 - June 2009
LEAF Financial Corporation May 2006 - February 2007
Education
Community College of Philadelphia 2009 — 2010
A.A.S., Paralegal Studies
Lehigh University 2001 — 2006
Bachelor of Arts, Sociology/Anthropology and Music Performance
Phelan Hallinan & Schmieg, LLP September 2010 - Present
LEAF Financial Corporation June 2009 - September 2010
Merit Capital Advance, LLC February 2007 - June 2009
LEAF Financial Corporation May 2006 - February 2007
Education
Community College of Philadelphia 2009 — 2010
A.A.S., Paralegal Studies
Lehigh University 2001 — 2006
Bachelor of Arts, Sociology/Anthropology and Music Performance
Jim Offner's LEAF Financial Corporation Experience August 2006 - September 2009
Job Business Development at Univest Capital Inc.
Industry Financial Services
Experience
Univest October 2009 - Present
LEAF Financial Corporation August 2006 - September 2009
Education
Temple University
Univest October 2009 - Present
LEAF Financial Corporation August 2006 - September 2009
Education
Temple University
Jerry Price's LEAF Financial Corporation Experience February 2004 - February 2008
Job President , PFS Financial Inc.
Industry Financial Services
Experience
PFS Financial Inc. February 2004 - Present
LEAF Financial Corporation February 2004 - February 2008
Sky Financial Solutions 2001 - 2004
Skills
Small Business Lending, Loans, Credit, Funding, Commercial Lending, New Business Development, Start-ups, Sales, Finance, Mergers, Financial Services, Underwriting, Financial Analysis, Investments, Credit Analysis, Banking, Asset Based Lending, Strategic Financial..., Executive Management, Commercial Banking, Relationship Management, Mergers & Acquisitions, Due Diligence, Loan Origination, Cash Management, Financial Structuring
Education
The Ohio State University 1995 — 1999
BA
PFS Financial Inc. February 2004 - Present
LEAF Financial Corporation February 2004 - February 2008
Sky Financial Solutions 2001 - 2004
Skills
Small Business Lending, Loans, Credit, Funding, Commercial Lending, New Business Development, Start-ups, Sales, Finance, Mergers, Financial Services, Underwriting, Financial Analysis, Investments, Credit Analysis, Banking, Asset Based Lending, Strategic Financial..., Executive Management, Commercial Banking, Relationship Management, Mergers & Acquisitions, Due Diligence, Loan Origination, Cash Management, Financial Structuring
Education
The Ohio State University 1995 — 1999
BA
Shawn McGuigan's LEAF Financial Corporation Experience February 2008 - August 2010
Job Payroll and Benefits Manager at Ascensus
Industry Financial Services
Experience
Ascensus October 2014 - Present
QlikTech November 2010 - October 2014
LEAF Financial Corporation February 2008 - August 2010
Anthony and Sylvan Pools March 2006 - February 2008
Pinkerton Computer Consultants November 2003 - March 2006
Skills
Payroll, Employee Benefits, ADP Payroll, Employee Relations, HRIS, General Ledger, Performance Management, Human Resources, Personnel Management, Interviews, Employee Training, SAP, Workers Compensation, Applicant Tracking..., Onboarding, Management, PeopleSoft
Education
La Salle University 2003 — 2006
Business Administration
La Salle University 1999 — 2003
Bachelors, Business
University of Phoenix
Masters, Business Administration
North Catholic
Ascensus October 2014 - Present
QlikTech November 2010 - October 2014
LEAF Financial Corporation February 2008 - August 2010
Anthony and Sylvan Pools March 2006 - February 2008
Pinkerton Computer Consultants November 2003 - March 2006
Skills
Payroll, Employee Benefits, ADP Payroll, Employee Relations, HRIS, General Ledger, Performance Management, Human Resources, Personnel Management, Interviews, Employee Training, SAP, Workers Compensation, Applicant Tracking..., Onboarding, Management, PeopleSoft
Education
La Salle University 2003 — 2006
Business Administration
La Salle University 1999 — 2003
Bachelors, Business
University of Phoenix
Masters, Business Administration
North Catholic
Kristin Purdy's LEAF Financial Corporation Experience May 2008 - October 2009
Job Site Acquisition
Industry Telecommunications
Experience
Velocity Wireless, LLC September 2014 - Present
WearPurdy April 2012 - Present
Smartlink, LLC May 2013 - August 2014
Coach October 2009 - May 2013
LEAF Financial Corporation May 2008 - October 2009
Enterprise Rent-A-Car December 2005 - May 2008
Nestl September 2004 - November 2005
Skills
Visual Merchandising, Loss Prevention, Store Operations, Sales, Customer Service, Luxury Goods, Salesforce.com, Sales Process, New Business Development, Store Management, Retail, Apparel, Team Building, Account Management, Marketing, Talent Acquisition, Driving Results, Inventory Management, Sales Operations
Education
University of Connecticut 1999 — 2003
BA, Sociology/Psychology
Velocity Wireless, LLC September 2014 - Present
WearPurdy April 2012 - Present
Smartlink, LLC May 2013 - August 2014
Coach October 2009 - May 2013
LEAF Financial Corporation May 2008 - October 2009
Enterprise Rent-A-Car December 2005 - May 2008
Nestl September 2004 - November 2005
Skills
Visual Merchandising, Loss Prevention, Store Operations, Sales, Customer Service, Luxury Goods, Salesforce.com, Sales Process, New Business Development, Store Management, Retail, Apparel, Team Building, Account Management, Marketing, Talent Acquisition, Driving Results, Inventory Management, Sales Operations
Education
University of Connecticut 1999 — 2003
BA, Sociology/Psychology
Chris McGehee's LEAF Financial Corporation Experience June 2006 - June 2010
Job Director of Credit at RLC Funding
Industry Financial Services
Experience
RLC Funding June 2011 - Present
First Trillion Funding October 2010 - January 2011
LEAF Financial Corporation June 2006 - June 2010
Tuscaloosa VA Federal Credit Union January 2005 - June 2006
Pawnee Leasing January 2002 - June 2004
Skills
Credit, Commercial Lending, Loans, Funding, Finance, Credit Risk, Banking, Underwriting, Structured Finance, Cash Flow, Commercial Finance, Asset Based Lending, Credit Analysis, Financial Structuring, Corporate Finance, Lines Of Credit, Small Business Lending, Factoring, Loan Origination, Portfolio Management, Commercial Banking, Financial Risk, Cash Management, Commercial Mortgages, Working Capital..., Financial Services, Treasury Management
Education
Fort Lewis College 1994 — 1999
BA, Business/Accounting
RLC Funding June 2011 - Present
First Trillion Funding October 2010 - January 2011
LEAF Financial Corporation June 2006 - June 2010
Tuscaloosa VA Federal Credit Union January 2005 - June 2006
Pawnee Leasing January 2002 - June 2004
Skills
Credit, Commercial Lending, Loans, Funding, Finance, Credit Risk, Banking, Underwriting, Structured Finance, Cash Flow, Commercial Finance, Asset Based Lending, Credit Analysis, Financial Structuring, Corporate Finance, Lines Of Credit, Small Business Lending, Factoring, Loan Origination, Portfolio Management, Commercial Banking, Financial Risk, Cash Management, Commercial Mortgages, Working Capital..., Financial Services, Treasury Management
Education
Fort Lewis College 1994 — 1999
BA, Business/Accounting
Regene Kenyon's LEAF Financial Corporation Experience December 1994 - June 2010
Job Senior Business Analyst
Industry Financial Services
Experience
First Trillion Funding September 2010 - December 2010
Leaf Financial Corporation December 1994 - June 2010
NetBank 1994 - 2007
Skills
Business Analysis, Portfolio Management, Financial Analysis
Education
Southern Wesleyan University
Bachelor's of Science, Business Administration
First Trillion Funding September 2010 - December 2010
Leaf Financial Corporation December 1994 - June 2010
NetBank 1994 - 2007
Skills
Business Analysis, Portfolio Management, Financial Analysis
Education
Southern Wesleyan University
Bachelor's of Science, Business Administration
Bernard Tronel's LEAF Financial Corporation Experience January 2007 - December 2008
Job Sr. Vice President Operations at Ascentive Software
Industry Consumer Services
Experience
Ascentive Software May 2015 - Present
Acurian October 2013 - Present
PDI August 2010 - September 2013
NCO Group March 2009 - August 2010
LEAF Financial Corporation January 2007 - December 2008
Telerx 2002 - 2006
Access Worldwide 1999 - 2002
ICT 1996 - 1999
Franklin Mint 1994 - 1996
Skills
Call Centers, Direct Marketing, Sales, Customer Service, Telemarketing, Financial Services, Contact Centers, Retail, Vendor Management, Process Improvement, Operations Management, Outsourcing, Strategic Planning, Account Management, Customer Retention, Customer Satisfaction, Healthcare, Multi-channel Marketing, Budgets, Business Development, Call Center, Customer Experience, Leadership, Management, Marketing, New Business Development, Program Management, Sales Management, Sales Operations, Salesforce.com, Start-ups, Team Building, Telecommunications, Workforce Management
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance
Northwestern University 1974 — 1978
BA, Ecomonics
Ascentive Software May 2015 - Present
Acurian October 2013 - Present
PDI August 2010 - September 2013
NCO Group March 2009 - August 2010
LEAF Financial Corporation January 2007 - December 2008
Telerx 2002 - 2006
Access Worldwide 1999 - 2002
ICT 1996 - 1999
Franklin Mint 1994 - 1996
Skills
Call Centers, Direct Marketing, Sales, Customer Service, Telemarketing, Financial Services, Contact Centers, Retail, Vendor Management, Process Improvement, Operations Management, Outsourcing, Strategic Planning, Account Management, Customer Retention, Customer Satisfaction, Healthcare, Multi-channel Marketing, Budgets, Business Development, Call Center, Customer Experience, Leadership, Management, Marketing, New Business Development, Program Management, Sales Management, Sales Operations, Salesforce.com, Start-ups, Team Building, Telecommunications, Workforce Management
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance
Northwestern University 1974 — 1978
BA, Ecomonics
Dwight Galloway's LEAF Financial Corporation Experience PresidentNetBank Business FinanceFebruary 2002 - September 2007
Job GM at LEAF Financial Corporation
Industry Financial Services
Experience
LEAF Financial Corporation PresidentNetBank Business FinanceFebruary 2002 - September 2007
Republic Leasing Company March 1988 - February 2002
Education
Arkansas State University 1968 — 1972
BS, Accounting
LEAF Financial Corporation PresidentNetBank Business FinanceFebruary 2002 - September 2007
Republic Leasing Company March 1988 - February 2002
Education
Arkansas State University 1968 — 1972
BS, Accounting
Kathy Mancini's LEAF Financial Corporation Experience 2005 - 2012
Job Business Delvelopment Manager Equipment Leasing
Industry Financial Services
Experience
Marlin Business Services Corp February 2012 - Present
LEAF Financial Corporation 2005 - 2012
Citicapital formerly Fidelity Leasing 1996 - 2005
Skills
Sales Process, Business Development, Credit, Sales, Account Management, New Business Development, Cold Calling, B2B, Sales Operations, Selling, Direct Sales
Education
Saint Joseph's University
Bachelor of Science, Marketing and Management
Marlin Business Services Corp February 2012 - Present
LEAF Financial Corporation 2005 - 2012
Citicapital formerly Fidelity Leasing 1996 - 2005
Skills
Sales Process, Business Development, Credit, Sales, Account Management, New Business Development, Cold Calling, B2B, Sales Operations, Selling, Direct Sales
Education
Saint Joseph's University
Bachelor of Science, Marketing and Management
Linda Bohnert, CFP's LEAF Financial Corporation Experience July 2008 - December 2009
Job Internal Sales at Triloma
Industry Financial Services
Experience
Triloma December 2014 - Present
Franklin Square Capital Partners March 2010 - December 2014
LEAF Financial Corporation July 2008 - December 2009
LEAF 2008 - December 2009
CNL Securities 1997 - 2008
Skills
Series 63, Asset Management
Education
State University of New York College at Oneonta
BS, Elementary Education
Triloma December 2014 - Present
Franklin Square Capital Partners March 2010 - December 2014
LEAF Financial Corporation July 2008 - December 2009
LEAF 2008 - December 2009
CNL Securities 1997 - 2008
Skills
Series 63, Asset Management
Education
State University of New York College at Oneonta
BS, Elementary Education
Matt O'Hara's LEAF Financial Corporation Experience November 2007 - August 2009
Job Director of Financial Services at Healthcare Services Group
Industry Financial Services
Experience
Healthcare Services Group August 2009 - Present
LEAF Financial Corporation November 2007 - August 2009
De Lage Landen April 2002 - November 2007
Citi 1999 - 2001
Skills
Strategic Planning, Team Building, Sales, Process Improvement, Risk Management, PowerPoint, Portfolio Management, Account Management, Accounts Receivable, Banking, Budgets, Credit, Credit Analysis, Credit Risk, Customer Service, Executive Management, Finance, Financial Analysis, Financial Services, Healthcare, Leadership, Loans, Long-term Care, Management, Microsoft Excel, Operations Management, Accounting, Analysis, Contract Negotiation, Insurance, Forecasting, New Business Development
Education
University of Delaware 1988 — 1992
BA, Criminal Justice
Healthcare Services Group August 2009 - Present
LEAF Financial Corporation November 2007 - August 2009
De Lage Landen April 2002 - November 2007
Citi 1999 - 2001
Skills
Strategic Planning, Team Building, Sales, Process Improvement, Risk Management, PowerPoint, Portfolio Management, Account Management, Accounts Receivable, Banking, Budgets, Credit, Credit Analysis, Credit Risk, Customer Service, Executive Management, Finance, Financial Analysis, Financial Services, Healthcare, Leadership, Loans, Long-term Care, Management, Microsoft Excel, Operations Management, Accounting, Analysis, Contract Negotiation, Insurance, Forecasting, New Business Development
Education
University of Delaware 1988 — 1992
BA, Criminal Justice
Devon Johnson's LEAF Financial Corporation Experience 2007 - 2008
Job Lending Manager at Women's Economic Ventures
Industry Nonprofit Organization Management
Experience
Women's Economic Ventures September 2009 - Present
LEAF Financial Corporation 2007 - 2008
Santa Barbara Bank & Trust 1994 - 2007
Skills
Loans, Credit Analysis, Customer Service, Banking, Credit, Mortgage Lending, Finance, Real Estate, Commercial Lending, Asset Based Lending, Small Business Lending
Education
Pacific Coast Banking School 2005 — 2007
University of California, Santa Barbara 1990 — 1994
BA, Cultural Anthropology
Women's Economic Ventures September 2009 - Present
LEAF Financial Corporation 2007 - 2008
Santa Barbara Bank & Trust 1994 - 2007
Skills
Loans, Credit Analysis, Customer Service, Banking, Credit, Mortgage Lending, Finance, Real Estate, Commercial Lending, Asset Based Lending, Small Business Lending
Education
Pacific Coast Banking School 2005 — 2007
University of California, Santa Barbara 1990 — 1994
BA, Cultural Anthropology
Joan Twigg's LEAF Financial Corporation Experience 2004 - 2005
Job Leasing Specialist at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services, Inc 2007 - 2015
Siemens Healthcare 2005 - 2007
LEAF Financial Corporation 2004 - 2005
GMAC-RFC Homecomings Financial 2003 - 2004
DVI Financial Services, Inc. 2002 - 2003
Towers Perrin 2002 - 2002
Towers Perrin 2001 - 2001
Skills
Portfolio Management, Contract Negotiation, Financial Analysis, Process Improvement, Sales Management, Negotiation, New Business Development, Forecasting, Customer Service, Due Diligence, Finance, Risk Management
Education
Gwynedd Mercy University
Bachelor of Science (B.S.), Business Administration/Management
Siemens Financial Services, Inc 2007 - 2015
Siemens Healthcare 2005 - 2007
LEAF Financial Corporation 2004 - 2005
GMAC-RFC Homecomings Financial 2003 - 2004
DVI Financial Services, Inc. 2002 - 2003
Towers Perrin 2002 - 2002
Towers Perrin 2001 - 2001
Skills
Portfolio Management, Contract Negotiation, Financial Analysis, Process Improvement, Sales Management, Negotiation, New Business Development, Forecasting, Customer Service, Due Diligence, Finance, Risk Management
Education
Gwynedd Mercy University
Bachelor of Science (B.S.), Business Administration/Management
Sherryl Hughes's LEAF Financial Corporation Experience 2009 - December 2011
Job Consultant Risk Management
Industry Financial Services
Experience
Sole Proprietor - Consultant February 2012 - Present
LEAF Financial Corporation 2009 - December 2011
LEAF Financial Corporation 2006 - 2008
Skills
Financial Analysis, Portfolio Management, Structured Finance, Credit Risk, Risk Management, Commercial Lending, Project Management, Loans, Credit Analysis, Credit, Corporate Finance, Management, Finance, Financial Modeling, Financial Services
Education
Elmira College 1968 — 1972
Bachelor of Arts (B.A.), English/Art History
Virginia Commonwealth University - School of Business
Master of Business Administration (MBA) - attended, Finance, General
Sole Proprietor - Consultant February 2012 - Present
LEAF Financial Corporation 2009 - December 2011
LEAF Financial Corporation 2006 - 2008
Skills
Financial Analysis, Portfolio Management, Structured Finance, Credit Risk, Risk Management, Commercial Lending, Project Management, Loans, Credit Analysis, Credit, Corporate Finance, Management, Finance, Financial Modeling, Financial Services
Education
Elmira College 1968 — 1972
Bachelor of Arts (B.A.), English/Art History
Virginia Commonwealth University - School of Business
Master of Business Administration (MBA) - attended, Finance, General
Suzanne Woodruff's LEAF Financial Corporation Experience August 2005 - March 2008
Job Employment Specialist at American Indian Council
Industry Individual & Family Services
Experience
American Indian Council May 2008 - Present
LEAF Financial Corporation August 2005 - March 2008
Gateway May 1996 - August 2005
Skills
Strategic Planning, Event Planning, Employee Relations, Public Speaking, Training, Fundraising, Sales, Recruiting, Leadership, Nonprofits, Volunteer Management, Public Relations
Education
Bellevue University 2013 — 2015
Bachelors of Management
Western Iowa Tech Community College 2008 — 2010
Technical Business Management (AAS), Medical Coding, Entrepreneurship
American Indian Council May 2008 - Present
LEAF Financial Corporation August 2005 - March 2008
Gateway May 1996 - August 2005
Skills
Strategic Planning, Event Planning, Employee Relations, Public Speaking, Training, Fundraising, Sales, Recruiting, Leadership, Nonprofits, Volunteer Management, Public Relations
Education
Bellevue University 2013 — 2015
Bachelors of Management
Western Iowa Tech Community College 2008 — 2010
Technical Business Management (AAS), Medical Coding, Entrepreneurship
Jacob Herman's LEAF Financial Corporation Experience October 2008 - March 2009
Job Project Management Professional, Business Solutions
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. March 2012 - Present
LEAF Commercial Capital, Inc. January 2010 - March 2012
LEAF Commercial Capital, Inc. March 2009 - January 2010
LEAF Financial Corporation October 2008 - March 2009
Lighting One 1998 - 2005
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Portfolio Management, PMI, Project Management, Business Analysis, Microsoft Office, Finance, Risk Management, Analysis, Data Analysis
Education
University of Delaware 2002 — 2006
Bachelor of Arts (BA), Philosophy
National Outdoor Leadership School (NOLS)
University of Haifa
LEAF Commercial Capital, Inc. March 2012 - Present
LEAF Commercial Capital, Inc. January 2010 - March 2012
LEAF Commercial Capital, Inc. March 2009 - January 2010
LEAF Financial Corporation October 2008 - March 2009
Lighting One 1998 - 2005
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Portfolio Management, PMI, Project Management, Business Analysis, Microsoft Office, Finance, Risk Management, Analysis, Data Analysis
Education
University of Delaware 2002 — 2006
Bachelor of Arts (BA), Philosophy
National Outdoor Leadership School (NOLS)
University of Haifa
David Moskovitz's LEAF Financial Corporation Experience June 2005 - August 2009
Job Commercial Real Estate Analyst at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group March 2014 - Present
LEAF Commercial Capital, Inc. February 2011 - March 2014
Merrill Lynch July 2010 - December 2010
LEAF Financial Corporation June 2005 - August 2009
Skills
Portfolio Management, Finance, Investments, Financial Statement..., Credit Analysis, Risk Management, Strategic Financial..., Financial Services, Leadership, Due Diligence, Analysis, Accounting, Forecasting, Credit, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Upper Dublin High School
RBS Citizens Financial Group March 2014 - Present
LEAF Commercial Capital, Inc. February 2011 - March 2014
Merrill Lynch July 2010 - December 2010
LEAF Financial Corporation June 2005 - August 2009
Skills
Portfolio Management, Finance, Investments, Financial Statement..., Credit Analysis, Risk Management, Strategic Financial..., Financial Services, Leadership, Due Diligence, Analysis, Accounting, Forecasting, Credit, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Upper Dublin High School
Srilakshmi Thiriveedhi's LEAF Financial Corporation Experience December 2005 - July 2010
Job Assistant Controller at Drug Information Association
Industry Accounting
Experience
Drug Information Association June 2013 - Present
Drug Information Association 2010 - May 2013
LEAF Financial Corporation December 2005 - July 2010
Morgenstern & Associates December 2004 - December 2005
Raj Maruvada & Associates December 2003 - December 2004
Skills
Financial Reporting, GAAP, Financial Analysis, Account Reconciliation, Accounting, Auditing, General Ledger, Internal Controls, Mergers & Acquisitions
Education
Sri Venkateswara University 1992 — 1996
B.Com
AICPA
CPA
Rishi Valley School
The Institute of Chartered Accountants of India
CA
Drug Information Association June 2013 - Present
Drug Information Association 2010 - May 2013
LEAF Financial Corporation December 2005 - July 2010
Morgenstern & Associates December 2004 - December 2005
Raj Maruvada & Associates December 2003 - December 2004
Skills
Financial Reporting, GAAP, Financial Analysis, Account Reconciliation, Accounting, Auditing, General Ledger, Internal Controls, Mergers & Acquisitions
Education
Sri Venkateswara University 1992 — 1996
B.Com
AICPA
CPA
Rishi Valley School
The Institute of Chartered Accountants of India
CA
Nikki Neptune Dooley's LEAF Financial Corporation Experience 2008 - 2009
Job Physician Consultant at Maxim Physician Resources
Industry Hospital & Health Care
Experience
Maxim Physician Resources March 2009 - Present
LEAF Financial Corporation 2008 - 2009
De Lage Landen 2003 - 2008
Skills
Internet Recruiting, Recruiting, Healthcare, Applicant Tracking..., Talent Acquisition, Cold Calling, Account Management
Education
Park University 2003 — 2006
Bachelors, Psychology & Criminal Justice
University of Kansas 2000 — 2002
Maxim Physician Resources March 2009 - Present
LEAF Financial Corporation 2008 - 2009
De Lage Landen 2003 - 2008
Skills
Internet Recruiting, Recruiting, Healthcare, Applicant Tracking..., Talent Acquisition, Cold Calling, Account Management
Education
Park University 2003 — 2006
Bachelors, Psychology & Criminal Justice
University of Kansas 2000 — 2002
Sam Greenberg's LEAF Financial Corporation Experience May 2010 - July 2010
Job Associate at Olympus Partners
Industry Investment Management
Experience
Olympus Partners August 2015 - Present
Lazard Middle Market June 2012 - June 2015
Lazard Middle Market June 2011 - August 2011
LEAF Financial Corporation May 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, LBO
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Olympus Partners August 2015 - Present
Lazard Middle Market June 2012 - June 2015
Lazard Middle Market June 2011 - August 2011
LEAF Financial Corporation May 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, LBO
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Political Science
John Stratton's LEAF Financial Corporation Experience December 2006 - May 2008
Job Lead Engineer, New Precision Farming Development at CNH Industrial
Industry Machinery
Experience
CNH Industrial January 2013 - Present
Case New Holland August 2008 - January 2013
LEAF Financial Corporation December 2006 - May 2008
Case New Holland May 2007 - August 2007
Skills
Agriculture, Product Development, Microsoft Excel, Embedded Systems, Troubleshooting, Engineering, Microsoft Office, Project Management, GPS, PowerPoint, Vehicles, Analysis, J1939, Precision Agriculture, FMEA, Systems Engineering
Education
Penn State University 2004 — 2008
B.S., Ag and Bio Engineering, Geographic Information Science
CNH Industrial January 2013 - Present
Case New Holland August 2008 - January 2013
LEAF Financial Corporation December 2006 - May 2008
Case New Holland May 2007 - August 2007
Skills
Agriculture, Product Development, Microsoft Excel, Embedded Systems, Troubleshooting, Engineering, Microsoft Office, Project Management, GPS, PowerPoint, Vehicles, Analysis, J1939, Precision Agriculture, FMEA, Systems Engineering
Education
Penn State University 2004 — 2008
B.S., Ag and Bio Engineering, Geographic Information Science
Bob Wenke's LEAF Financial Corporation Experience June 2006 - October 2009
Job Director Major Account Development LEAF Commercial Capital, Inc.
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. November 2012 - Present
LEAF Financial Corporation June 2006 - October 2009
Canon Financial Services, Inc. June 2005 - May 2006
De Lage Landen October 2001 - September 2003
DVI Financial Services Inc. June 1996 - October 2001
The CIT Group August 1991 - June 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Marketing
Saint Joseph's University 1987 — 1991
BS, Finance
LEAF Commercial Capital, Inc. November 2012 - Present
LEAF Financial Corporation June 2006 - October 2009
Canon Financial Services, Inc. June 2005 - May 2006
De Lage Landen October 2001 - September 2003
DVI Financial Services Inc. June 1996 - October 2001
The CIT Group August 1991 - June 1996
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Marketing
Saint Joseph's University 1987 — 1991
BS, Finance
Bryan Gutierrez's LEAF Financial Corporation Experience April 2006 - August 2007
Job Supply Chain Procurement Specialist at ARI
Industry Financial Services
Experience
ARI November 2014 - Present
ARI March 2011 - October 2014
PHH Mortgage July 2010 - March 2011
DAVIS ADVERTISING, INC September 2007 - June 2008
LEAF FINANCIAL CORPORATION April 2006 - August 2007
CITICAPITAL July 2002 - March 2006
CANON FINANCIAL SERVICES, INC February 1995 - June 2002
Skills
Marketing Strategy, Sales, Sales Management, CRM, Marketing, New Business Development, Management, Process Improvement, Human Resources, Automotive, Sales Operations, Credit, Training, Dreamweaver, Customer Retention, Customer Satisfaction, Program Management, Business Development, Account Management
Education
The College of New Jersey 1990 — 1994
B.S., Business Administration (Major) / Psychology (Minor)
ARI November 2014 - Present
ARI March 2011 - October 2014
PHH Mortgage July 2010 - March 2011
DAVIS ADVERTISING, INC September 2007 - June 2008
LEAF FINANCIAL CORPORATION April 2006 - August 2007
CITICAPITAL July 2002 - March 2006
CANON FINANCIAL SERVICES, INC February 1995 - June 2002
Skills
Marketing Strategy, Sales, Sales Management, CRM, Marketing, New Business Development, Management, Process Improvement, Human Resources, Automotive, Sales Operations, Credit, Training, Dreamweaver, Customer Retention, Customer Satisfaction, Program Management, Business Development, Account Management
Education
The College of New Jersey 1990 — 1994
B.S., Business Administration (Major) / Psychology (Minor)
Michael D. Senkier, CLTC's LEAF Financial Corporation Experience July 2004 - February 2005
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Nicholas Moncrief's LEAF Financial Corporation Experience July 2007 - October 2009
Job Portfolio Management Supervisor at Canon Financial Services, Inc.
Industry Financial Services
Experience
Canon Financial Services, Inc. June 2011 - Present
LEAF Financial November 2009 - April 2011
LEAF Financial Corporation July 2007 - October 2009
LEAF Financial Corporation May 2006 - July 2007
uga December 2005 - May 2006
Macy*s East May 2004 - December 2005
Education
Temple University 2000 — 2004
Marketing
Temple University Fox School of Business
Bachelors of Business Administration, Marketing
Canon Financial Services, Inc. June 2011 - Present
LEAF Financial November 2009 - April 2011
LEAF Financial Corporation July 2007 - October 2009
LEAF Financial Corporation May 2006 - July 2007
uga December 2005 - May 2006
Macy*s East May 2004 - December 2005
Education
Temple University 2000 — 2004
Marketing
Temple University Fox School of Business
Bachelors of Business Administration, Marketing
Catherine A. Kreider's LEAF Financial Corporation Experience 2003 - 2004
Job Research and Trading Analyst
Industry Investment Management
Experience
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Currently Seeking Employment December 2011 - Present
Brown Brothers Harriman 2007 - November 2011
Brown Brothers Harriman 2004 - 2007
LEAF Financial Corporation 2003 - 2004
Gardner Russo and Gardner 2002 - 2003
FleetBoston Financial 2000 - 2001
FleetBoston Financial / BankBoston, N.A. (merger with Fleet) 1996 - 2000
BankBoston, N.A. 1995 - 1996
Skills
Financial Analysis, Financial Research, Fixed Income, Foreign Exchange, Mortgage Backed..., Equipment Leasing, Letters of Credit, Portfolio Management, Bloomberg, Sungard GMI, FactSet, Charles River IMS, Security APL, Opics, Microsoft Excel, Microsoft Word, Microsoft Office, Expository Writing, Editing, History of Art
Education
Colgate University
BA, History of Art
Harvard University
ALM (Masters in Liberal Arts), History of Art and Architecture
Brian Schwitters's LEAF Financial Corporation Experience November 2013 - Present
Job IT Business Analyst at LEAF Financial Corporation
Industry Information Technology and Services
Experience
LEAF Financial Corporation November 2013 - Present
PHILLY SOFT PRETZEL FACTORY August 2010 - January 2014
Philadelphia School District March 2013 - November 2013
ACE GROUP INSURANCE May 2012 - August 2012
Skills
MySQL, Microsoft Works, Experience with SAP, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Customer Service, Management, Public Speaking, Social Media, Visio, Social Networking, Business Analysis, Salesforce.com..., XSL, SQL, Microsoft SQL Server
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.0
Penn State Abington 2009 — 2010
Undecided Business, Information Systems and Technologies, 3.8
LEAF Financial Corporation November 2013 - Present
PHILLY SOFT PRETZEL FACTORY August 2010 - January 2014
Philadelphia School District March 2013 - November 2013
ACE GROUP INSURANCE May 2012 - August 2012
Skills
MySQL, Microsoft Works, Experience with SAP, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Customer Service, Management, Public Speaking, Social Media, Visio, Social Networking, Business Analysis, Salesforce.com..., XSL, SQL, Microsoft SQL Server
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General, 3.0
Penn State Abington 2009 — 2010
Undecided Business, Information Systems and Technologies, 3.8
Allen Moehle's LEAF Financial Corporation Experience June 2007 - September 2008
Job VP Sr. Credit Executive at Union Bank
Industry Banking
Experience
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Union Bank January 2013 - Present
Santa Barbara Bank & Trust March 2009 - Present
LEAF Financial Corporation June 2007 - September 2008
Pacific Capital Bancorp/Santa Barbara Bank & Trust February 1989 - June 2007
Skills
Small Business Lending, Loans, Credit, Underwriting, Analysis, Finance, Portfolio Management
Education
Brigham Young University 1969 — 1975
BS - Business Management
Tom Esbensen's LEAF Financial Corporation Experience March 2008 - December 2011
Job Senior Credit Risk Analyst at LEAF Commercial Capital, Inc.
Industry Financial Services
Experience
LEAF Commercial Capital, Inc. September 2014 - Present
LEAF Commercial Capital, Inc. December 2011 - Present
LEAF Financial Corporation March 2008 - December 2011
Skills
Asset Based Lending, Credit, Middle Market, Commercial Lending, Credit Risk, Loans, Finance, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Financial Reporting, Structured Finance, Corporate Finance, Accounting, Strategic Financial..., Small Business Lending, Analysis, Forecasting, Financial Modeling, Cash Management
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Psychology
LEAF Commercial Capital, Inc. September 2014 - Present
LEAF Commercial Capital, Inc. December 2011 - Present
LEAF Financial Corporation March 2008 - December 2011
Skills
Asset Based Lending, Credit, Middle Market, Commercial Lending, Credit Risk, Loans, Finance, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Financial Reporting, Structured Finance, Corporate Finance, Accounting, Strategic Financial..., Small Business Lending, Analysis, Forecasting, Financial Modeling, Cash Management
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY