Lehman Brothers Bank
Industry: Investment banking company
DescriptionLehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Founded: 1850, Montgomery, AL Headquarters: New York City, NY Founders: Mayer Lehman, Henry Lehman, Emanuel Lehman Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners,
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Lehman Brothers Bank Employees
City National Bank April 2010 - Present
City National Bank 2010 - 2010
Lehman Brothers Bank 2005 - July 2008
Lehman Brothers 2005 - July 2008
Vineyard Bank 2000 - August 2005
Vineyard Bank 2000 - 2005
First American Bank 1990 - 2000
Skills
Banking, Loans
Education
Citrus College
Dillistone Systems December 2007 - Present
Dillistone Systems August 2005 - December 2007
Dillistone Systems July 2004 - August 2005
Becton Dickinson 2002 - 2004
Lehman Brothers Bank September 2000 - August 2001
Education
Stevens Institute of Technology 1999 — 2004
BE, Computer Engineering
FIMAC Solutions November 2013 - Present
Kylagas LLC May 2012 - Present
Mortgage Cadence an Accenture Software Company December 2012 - July 2013
Capco July 2012 - December 2012
Aurora Bank FSB April 2009 - May 2012
Lehman Brothers Bank January 2006 - April 2009
Aurora Loan Services August 2004 - January 2006
New Century Mortgage March 2002 - August 2004
ISSG, Inc., Burbank, California July 2001 - March 2002
FirstTier Bank June 2000 - February 2001
Skills
Strategic Planning, PMO, P&L, Vendor Management, Relationship Management, Business Analysis, Business Process..., Business Rules, Project Management, Program Management, Capital Budgeting, Corporate Governance, Business Architecture, Team Building, Team Leadership, Business Process, Banking, Business Process...
Education
Regis University 1999 — 2002
MS, Information Technology
University of Northern Colorado 1982 — 1987
BS, Business Administration
EverBank November 2012 - January 2014
SalesHeli 2014 - 2014
Wells Fargo Home Mortgage July 2008 - April 2010
Lehman Brothers Bank 2006 - 2008
Sebring Capital December 2005 - December 2006
Finance America April 2004 - December 2005
Skills
Loans, Banking, Underwriting, Mortgage Banking, Customer Service, Foreign Languages, Translation, Teaching English as a..., Mortgage Lending, Risk Management, Credit, Loan Origination, Financial Services, Account Management, Residential Mortgages, Credit Analysis, Financial Analysis
Education
University of Denver 2010 — 2014
Master of Liberal Studies, Global Affairs
University of Maryland College Park 1990 — 1993
Bachelor of Arts (B.A.), Business Spanish
Finnish Businessmen's Commercial College
Associate's degree/Merkonomi, Accounting
Urban Lending Solutions December 2012 - Present
The Granite Companies September 2008 - June 2012
Lehman Brothers October 2007 - April 2008
Lehman Brothers Bank August 2005 - October 2007
Wells Fargo January 1991 - August 2005
Skills
Sales, Loans, Customer Satisfaction, Risk Management, CRM, Leadership, Business Development, Account Management, Mortgage Lending, Management, Project Management, Customer Service, Banking, Marketing, B2B
Education
Sandia High School 1975 — 1978
The University of New Mexico
BA, Psychology, Sociology
Dominion Voting Systems April 2012 - Present
EMSC Emergency Medical Services Corporation September 2010 - September 2012
NICE Systems 2009 - August 2011
SUMITOMO CORPORATION OF AMERICA, TBC/SS New York , Colorado November 2007 - February 2009
Lehman Brothers 2004 - 2007
Aurora Loan Services 2004 - 2007
Lehman Brothers Bank 2004 - 2007
Aurora Loan Services / Lehman Bros. 2004 - 2007
JP Morgan Chase 2003 - 2004
Tel_One Communications New York January 2000 - January 2003
Skills
Data Center, Project Management, Strategy, Vendor Management, Disaster Recovery, SDLC, IT Management, Business Analysis, IT Strategy, ITIL, Integration, Program Management, Process Improvement, Enterprise Architecture, Business Intelligence, Security, Cisco Technologies, Management, Network Security, Cloud Computing, Telecommunications, Call Centers, Leadership, DNS, Team Building, Microsoft SQL Server, Visio, Strategic Planning, Enterprise Software, Networking, Information Technology, Software Development, ERP, Testing
Education
Villanova University 2009 — 2010
Masters, Master Certificate in IS/IT Project Management Villanova University.
Farmingdale State University of New York 1998 — 2001
Bachelor of Science (BS), Computer Science
Kaplan University
Master's degree, Computer Science, Currently Attending
Commonwealth Credit Union May 2015 - Present
Fifth Third Bank October 2013 - January 2015
Dealers Financial Services May 2012 - September 2013
USDA October 2009 - May 2012
Aspen Plum TV March 2008 - November 2009
Indymac Bank January 2007 - March 2008
Lehman Brothers Bank April 2002 - July 2006
Washington Mutual, Inc. November 1998 - April 2002
USMC March 1991 - September 1999
Skills
Sales, Public Relations, Advertising, Underwriting, Project Management, Media Placement, Retail, Loans, New Business Development, Business Development, Marketing, Finance, Consumer Lending, Asset Based Finance, Sales Management, Management, Mortgage Lending, Credit, Leadership, Positive Can-do Attitude, Sales Operations, Operations Management
Education
Eastern Kentucky University 1992 — 1995
B.A, Public Relations
Cass High School 1986 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Berea College
Bank of America December 2010 - Present
Florida Capital Bank March 2008 - December 2010
Lehman Brothers Bank March 2003 - January 2008
Countrywide 2000 - 2004
The Chase Manhattan Bank August 2000 - March 2003
Skills
Loans, Team Leadership, Commercial Lending, Portfolio Management, Small Business Lending, Mortgage Lending, Banking, Financial Services, Strategic Planning, Small Business, Risk Management, Cash Flow, Credit Analysis, Management, FHA, Commercial Banking
Education
University of Nevada-Las Vegas 1987 — 1987
BS
US Department of Justice 1980 — 1984
BS
TIAA-CREF January 2012 - Present
MF Global October 2009 - November 2011
AllianceBernstein June 1998 - November 2008
Lehman Brothers Bank 1993 - 1996
Kidder Peabody & Co, Inc. 1984 - 1993
Morgan Stanley 1980 - 1984
Associated Dry Goods (Acquired by May Department Stores) June 1978 - June 1980
Harris Corporation 1976 - 1978
Skills
Trading, Asset Management, Equities, Portfolio Management, Derivatives, FX, Investments, Capital Markets, Risk Management, Securities, Compliance, Business Analysis, Vendor Management, Fixed Income, Trading Systems, Program Management, Financial Markets, SDLC, Process Improvement, Electronic Trading, Change Management, PMO, Visio, Commodities, Options, Hedge Funds, Team Leadership, Equity Trading, Wealth Management, Analysis, Risk, Problem Solving, Agile Project Management, Agile Modeling, Credit Derivatives, Collateral Management, Middle Office, Market Data, Investment Banking, Back Office, Bloomberg, Equity Derivatives, Structured Products, Prime Brokerage, Bonds, Alternative Investments, Order Management, Swaps, FX Options
Education
Hofstra University 1984 — 1992
BS, Business Computer Information Systems
Valley National Bank March 2015 - Present
Wells Fargo Bank NA October 2013 - March 2015
Wells Fargo Bank NA March 2010 - October 2014
Self Employed January 2009 - March 2010
Petroleum & Franchise Capital LLC 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Wachovia January 2004 - December 2005
CIT 2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp) 1995 - 2000
Prudential Securities 1989 - 1995
Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance
Education
The College of New Jersey 1977 — 1981
BS, Criminal Justice
Bank of America Merrill Lynch July 2015 - Present
DatumTron Corp May 2013 - Present
Millennium Capital Partners June 2014 - December 2014
Citi Group April 2008 - April 2013
Lehman Brothers Bank 2004 - 2008
Skills
User Interface Design, Electronic Trading, Investment Banking, Banking, Fixed Income, Derivatives, Trading Systems, Equities, Capital Markets, Sybase, Equity Derivatives, Trading, Market Risk, Structured Products, Quantitative Finance, Financial Markets, Low Latency, Proprietary Trading, Financial Risk, Equity Trading, FX Options, Market Data, Options, Hedge Funds, Interest Rate...
Education
Cairo University 1978 — 1986
Master of Science (M.Sc.), Computer Engineering
ETE Marketing Solutions, Inc February 2012 - Present
Archimedes Marketing Group August 2012 - Present
Maritz 2009 - February 2012
Lehman Brothers Bank 2007 - 2008
Mortgage Assistance Lending Group 1999 - 2007
First Alliance Mortgage 1990 - 1999
Education
San Diego State University-California State University
Deborah Munies LLC April 2013 - Present
MOVE! March 2013 - Present
Tewksbury Boot Camp September 2012 - Present
Aurora Bank FSB March 2011 - March 2012
Alchemy Consulting & Design LLC January 2009 - August 2009
Ridgeway Partners August 2007 - August 2008
FX Solutions April 2008 - June 2008
Paradigm Salon & Spa August 2007 - September 2007
LEADS - Leading Edge Automation Delivery Services July 2007 - September 2007
Lehman Brothers Bank July 2003 - September 2006
Skills
InDesign, Dreamweaver, Adobe Acrobat, Illustrator, QuarkXPress, Logo Design, Layout, Art Direction, Creative Direction, Advertising, Photoshop, CSS, Online Marketing, Business Cards, Web Design, Marketing Communications
Education
Aquent Graphics Institute 2009 — 2009
Design Software - Print and Web
Raritan Valley Community College 2008 — 2008
XHTML, HTML and CSS
School of Visual Arts 1998 — 2000
Graphic Design Software, Marketing and Branding
King's College 1993 — 1997
BA, Mass Communications, Marketing, Graphic Design
St. Elizabeth Academy 1989 — 1993
Neuberger Berman Senior DeveloperNeuberger BermanSeptember 2008 - December 2011
Lehman Brothers Bank 2006 - 2008
Innospire Systems Corporation 2004 - 2006
Wipro Technologies 2002 - 2004
Scape velocity 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Business Analysis, SQL, SOA, Vendor Management, Sybase, Oracle, XML, Unix, Microsoft SQL Server, .NET, Web Services, IT Strategy, Enterprise Architecture, Software Development, Java, Visio, Risk Management, Requirements Gathering, PL/SQL, Integration
Education
University of Madras 1996 — 2000
California United Bank September 2008 - Present
Lehman Brothers Bank 2007 - 2008
Union Bank of California (UBOC) April 1989 - July 2007
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Banking, Risk Management, Asset Based Lending, Financial Risk, Structured Finance, Financial Analysis, Finance, Underwriting, Financial Structuring, Small Business Lending, Lines Of Credit, Credit Risk
Education
California State University-Fullerton
Bank of the West April 2011 - Present
Plaza Bank September 2008 - May 2011
Lehman Brothers Bank January 2002 - August 2008
Millennium Real Estate August 1999 - January 2002
Bank of America 1996 - 1999
Golden Pacific Mortgage/Remax Metro 1995 - 1996
Skills
Strategy, Credit, Commercial Lending, Mergers & Acquisitions, Business Development, Management, Loans, Credit Analysis, Investments, Commercial Mortgages, Underwriting, Real Estate Economics, Real Estate, Leadership, SBA, Small Business Lending, Mortgage Lending, Sales Management, Sales, Loan Origination, Due Diligence, Banking, Asset Based Lending, Portfolio Management, Lines Of Credit, Real Estate Financing, Commercial Banking, Commercial Real Estate, Finance, Funding, Mortgage Banking, Financial Structuring, Construction Loans, Refinance, Commercial Finance, Asset Management
Education
Lumbleau Real Estate 1994 — 1994
DRE Salesperson License, Real Estate
California State University-Fullerton
B.A. in Business Administration with Finance Emphasis, Finance
Saddleback College
A.A. in Business Administration, Business Administration
reactiveBrands.com November 2010 - Present
US Advocate Law Group January 2009 - September 2009
Lehman Brothers Bank September 2006 - December 2008
BB Financial Inc. November 2005 - September 2006
Encore Credit Corp November 2002 - October 2005
Worth Funding Inc. February 2001 - November 2002
Countrywide Home Loans January 2000 - December 2000
USASOC - 82nd Airborne, HHC Command February 1994 - June 2000
Skills
Marketing Communications, Marketing Leadership, Special Events..., Strategic Planning, Public Relations, Social Media Marketing, Crisis Communications
Education
School of the Americas, USARSA
Certification, Foreign Language Studies - Communication Theory
Texas State College
Bachelor's degree, Public Relations, Civil Communications
University of Phoenix-Southern California Campus
Master's degree, Marketing/Marketing Management, General, incomplete
CATV Service, Inc. September 2011 - Present
Best Fit Forward August 2010 - Present
Barclays Capital August 2009 - August 2010
Lehman Brothers Bank October 2003 - October 2008
Lehman Brothers May 2001 - October 2003
Lehman Brothers September 1997 - July 2001
I-2000 September 1996 - September 1997
Skills
Project Planning, ITIL, Business Process, Troubleshooting, Management, Leadership, Project Management, Business Analysis, Information Technology, Training, Disaster Recovery, SharePoint, Social Media, Business Process..., Organic Products, Customer Service, Video Production, Video Editing, Video Conferencing, Food Safety, Microsoft Excel
Education
New York University 2007 — 2013
B.S., Leadership & Management Studies
Anthem Institute 1995 — 1996
Data Center Support
Boots on the Roof
Community College of Vermont
Citi Group September 2008 - Present
Lehman Brothers April 2005 - September 2008
Lehman Brothers Inc April 2005 - September 2008
Lehman Brothers Bank June 2002 - April 2005
Lehman Brothers June 2001 - July 2002
Bloomberg L. P. – PowerMatch Department August 2000 - May 2001
Bloomberg L. P. – Sales Department February 2000 - August 2000
Bloomberg L. P. – Field Service Department June 1999 - February 2000
Sy Syms School of Business– Placement Office and Office of the Dean October 1998 - December 1999
Bet Tzedek Legal Services – Cardozo Law School July 1997 - October 1998
Education
New York University 2004 — 2006
MBA, Finance and Information Systems
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance, Information Systems
Yeshiva University 1997 — 2001
BS, Finance
South Shore High School
The Mortgage Place & Property Works July 2006 - Present
Lehman Brothers Bank 2004 - 2006
CNL Commercial Finance, Inc. December 2001 - December 2004
Bank of Yorba Linda June 1999 - January 2001
US Bank January 1993 - January 1996
Fidelity January 1991 - December 1991
Skills
Loan Origination's -..., Loan Closings, Investment Properties, Return on Investment, Residential Homes, First Time Home Buyers, Real Estate, Mortgage Lending, Banking, Loans, Sellers, Commercial Real Estate, Real Estate Economics, Investments, Finance, Foreclosures, REO, FHA, HUD, Short Sales, Real Estate Financing, Real Estate Transactions, Funding, Condos, Loan Origination, Mortgage Banking, Commercial Mortgages, Refinance, Disposition, Residential Mortgages, Real Estate Development, Appraisals, Property Management, Investors, Brokerage, SFR, Construction Loans, Single Family Homes, Reverse Mortgages
Education
National University 1987 — 1990
Real Estate
National University, Mesa College & Mira Mar College
Real Estate; specific
Reckitt Benckiser July 2015 - Present
Mondelez International July 2013 - July 2015
Mondelēz International March 2010 - July 2013
Vanguard Logistics Services September 2008 - March 2010
Lehman Brothers Bank April 2004 - September 2008
Skills
Logistics, Supply Chain Management, Supply Chain, Warehousing, Logistics Management, International Logistics, Transportation, 3rd party warehousing, Payroll, Customs, International Trade..., 3PL, Demand Planning, Transportation..., Production Planning, Shipping, Warehouse Management, Materials Management
Education
New Jersey City University 2005 — 2007
BS, International Business and Marketing
Seton Hall University
Master's Degree, School of Diplomacy and International Relations
Capital One Bank 2010 - Present
Bank of Tokyo 2007 - 2010
Accume Partners January 2006 - January 2007
General Motors/GMAC October 2004 - January 2006
Bank of America July 2003 - October 2004
Lehman Brothers Bank August 1999 - June 2003
Lehman Brothers 1999 - 2003
Asahi Bank February 1997 - July 1999
JP Morgan February 1985 - December 1996
JPMorgan Chase 1985 - 1996
Skills
Banking, Risk Management, Leadership, Finance, Enterprise Risk..., Auditing, Investment Banking, Sarbanes-Oxley Act, Internal Audit, Financial Risk, Enterprise Software, IT Audit, Asset Management, Integration, Loans, Internal Controls, Process Improvement, Governance, Due Diligence, Derivatives, Outsourcing, Disaster Recovery, Financial Services, Insurance, Fixed Income, Team Leadership, Compliance, Management, AML, Equities, Operational Risk, COSO, Accounting, Operational Risk..., Financial Analysis, Financial Reporting, Capital Markets, Retail Banking, Fraud, Corporate Governance, Financial Audits
Education
Rider University 1976 — 1977
Mercer County Community College 1974 — 1975
German
Mercer County Community College 1970 — 1974
German
Pfeiffer University 1970 — 1974
BA, Accounting
PDX May 2012 - Present
Matrix Resources February 2012 - May 2012
Apex Systems September 2009 - February 2012
Ciena February 2008 - March 2009
Lehman Brothers Bank December 2006 - January 2008
Travelport April 2005 - October 2006
Velocity Software, Inc March 2002 - March 2005
Tanning Technology May 1998 - February 2002
Synopsys June 1996 - May 1997
Acuson July 1994 - June 1996
Skills
CVS, Perl, Release Management, Ant, ClearCase, Unix, Software Configuration..., Software Development, XML, CruiseControl, Git, Jenkins, Shell Scripting, Linux, Unix Shell Scripting, Bash, JIRA, AnthillPro, Agile Methodologies, Configuration Management, ClearQuest, Maven, Solaris, Subversion, Scripting
Education
Algonquin College of Applied Arts and Technology 1980 — 1985
Computer Science
National Dental Advisors 2009 - 2011
Independent -- Board Advisory Services -- Jefferson Wells 2005 - 2007
UBS 2004 - 2005
Independent 2002 - 2004
Lehman Brothers Bank 2000 - 2002
JPMorgan Chase 1988 - 2000
Skills
Program Management, Six Sigma, Process Mapping, Business Process..., Business Process Mapping, Business Process, Governance, Project Management, Cross-functional Team..., Risk Management, Process Improvement, Outsourcing, SDLC, Strategic Planning, Strategy, Business Analysis, Start-ups, Integration, Business Planning, Budgets, E-commerce, Strategic Partnerships, Product Development, Management, Vendor Management
Education
Northwestern University - Kellogg School of Management
Advanced Executive Program
Tufts University
Union Bank December 2013 - Present
Union Bank February 2013 - December 2013
Thomas Seaman Company December 2008 - February 2013
Lehman Brothers Bank December 2005 - October 2008
Valensi Rose, PLC June 2003 - September 2005
Reinstein & Calkins, APLC April 2001 - June 2003
Skills
Finance, Risk Management, Legal Writing, Loans, Real Estate, Credit, Due Diligence, Credit Analysis, Underwriting, Mortgage Lending, Financial Analysis, Asset Management, Financial Structuring, Commercial Lending, Funding, Commercial Banking, Accounting, Commercial Mortgages, Portfolio Management, Mergers & Acquisitions
Education
University of California, Los Angeles 1997 — 2001
Political Science
JCS Construction Group Inc June 2012 - Present
Valbella Ristorante June 2011 - July 2012
Cushman & Wakefield February 2009 - January 2011
Lehman Brothers Bank June 2007 - August 2007
Antares Real Estate & Development May 2006 - September 2006
Antares Real Estate & Development May 2005 - September 2005
Gordon's Gateway to Sports January 2001 - January 2003
Education
Middlebury College 2004 — 2008
BA, Art History - Architectural Studies
Hoodz of Denver March 2012 - November 2014
CoreLogic January 2011 - March 2012
Avaya December 2009 - March 2011
Assurity Financial Group April 2008 - December 2009
Lehman Brothers Bank 2005 - 2008
Centex Home Equity March 1995 - February 2005
Skills
Sales Management, Leadership, Vendor Management, Sales, Cold Calling, New Business Development, Mortgage Lending, Account Management, Team Building, Business Analysis, Salesforce.com, Training, Selling, Management, Strategic Planning, Business Development, Contract Negotiation, Solution Selling, Sales Process, Call Centers, Sales Operations, Direct Sales, Customer Service
Education
Fort Lewis College 1986 — 1991
Bachelor of Arts (BA), Business/Corporate Communications
ESM 2011 - Present
WJ Bradley Mortgage Capital Corporation 2009 - 2011
EquiFirst Mortgage Corp 2008 - 2009
Lehman Brothers Bank December 2002 - January 2008
B.F. Saul Mortgage Company June 1996 - December 2002
Central Parking System 1993 - 1994
Education
George Mason University 1994 — 1996
MBA
State University of New York College at Buffalo 1992 — 1993
BS Econ/Finance, Micro/Macro Econ, Accounting/Finance
Rochester Institute of Technology 1987 — 1992
AS Physics, Physics, Economics/Finance
LLJ Enterprises DBA The Entrepreneur's Source March 2009 - Present
Henegan Construction November 2002 - November 2008
Lehman Brothers Bank 1993 - 2002
Skills
Coaching, Entrepreneur, Small Business, Executive Coaching, Start-ups, Strategic Planning, Management Consulting, New Business Development, Team Building, Public Speaking, B2B, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Strategy, Franchising, Organizational..., Sales, Contract Negotiation, Management, Training, Project Management, Leadership, Leadership Development, Business Coaching, Business Development, Project Planning, Executive Management, Consulting, Time Management, Business Strategy, Finance, Sales Management, Marketing, Operations Management, Change Management, Strategic Partnerships, Team Leadership, Lead Generation, Program Management, Sales Process, Negotiation, Mergers & Acquisitions, Business, P&L Management, Cross-functional Team..., Process Improvement, Account Management, Vendor Management
Education
Purchase College, SUNY 1973 — 1977
BFA, Theatre
Egon Zehnder August 2015 - Present
Barclays Wealth and Investment Management January 2012 - August 2015
Barclays Wealth and Investment Management (acquired the Lehman Private Wealth Business in 2008) December 2005 - December 2011
Lehman Brothers January 2004 - December 2005
Lehman Brothers Bank January 2001 - January 2004
dash.com January 2000 - January 2001
posh&sticks.com January 1999 - January 2000
Deloitte Consulting September 1996 - January 1999
Merck March 1993 - August 1994
Merck August 1992 - February 1993
Skills
Financial Services
Education
FUQUA SCHOOL OF BUSINESS, Duke University 1994 — 1996
MBA
Massachusetts Institute of Technology 1988 — 1992
Bachelor of Science (BS)
Jackson Preparatory High School 1982 — 1988
High School
Matteusskolan; Stockholm Sweden 1983 — 1984
SapientNitro September 2013 - Present
Sapient November 2011 - August 2013
OnIt Digital, LLC June 2006 - December 2011
Jackson Hole Film Festival March 2006 - June 2007
Lehman Brothers Bank June 2001 - March 2006
PricewaterhouseCoopers October 1998 - February 2000
PricewaterhouseCoopers May 1998 - October 1998
Skills
Information Architecture, Interaction Design, Management, User Interface Design, Requirements Analysis, Mobile Applications, Digital Strategy, Strategy, Web Applications, Business Analysis, User Experience, Usability Testing
Education
Miami University 1994 — 1997
B.A., Psychology
Canadian Space Agency Agence spatiale canadienne January 2011 - Present
Cornell University August 2008 - November 2009
University of Waterloo 2002 - 2007
Azteca Mobile 2006 - 2006
Lehman Brothers Bank 2006 - 2006
Platform Solutions, Inc. 2005 - 2005
Quest Software 2003 - 2004
Skills
Engineering, Integration, Matlab, Algorithms, C++, Robotics, C, Programming, Systems Engineering, Analysis
Education
Cornell University 2008 — 2009
Masters of Engineering, Aerospace Engineering
University of Waterloo 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Huntington National Bank September 2012 - Present
Huntington National Bank March 2011 - October 2012
ITT Technical Institute November 2010 - July 2011
Lehman Brothers Bank June 2004 - August 2007
National City Bank November 1997 - February 2004
Skills
Credit, Loans, Mortgage, Banking, Customer Service, Notary Public, Coaching, Customer Relations, Sales Management, Compliance, Mortgage Lending, Retail Banking, Training, Consumer Lending, Small Business Lending, Loan Origination, Deposits, Mortgage Banking, Cross Selling, Risk Management, Credit Analysis, Lines Of Credit, Cash Management, Relationship Management, Branch Management, Sales, Refinance, Treasury Management, Team Building, Financial Risk, Residential Mortgages, Branch Banking, Finance, Underwriting
Education
Baldwin Wallace University 1999 — 2001
Masters, Business Administration
Baldwin Wallace University 1991 — 1995
Bachelor of Arts, Psychology, Communications
The Kraft Heinz Company August 2015 - Present
University of Michigan Ross School of Business June 2013 - May 2015
A.T. Kearney June 2014 - August 2014
Sustainable Harvest Coffee Importers March 2014 - May 2014
Sagence, Inc. April 2013 - June 2013
Bank of America Merrill Lynch September 2010 - April 2013
Barclays Capital September 2008 - September 2010
Athletes for Charity June 2008 - February 2009
Lehman Brothers Bank June 2007 - September 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Financial Analysis, Derivatives, Financial Modeling, Risk Management, Investment Banking, Banking, Investments, Portfolio Management, Credit, Corporate Finance, Data Analysis, Corporate Social..., Credit Derivatives, Analytics, Analysis, Leadership, Management Consulting, Valuation, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
MBA, Class of 2015 at University of Michigan Ross School of Business
DePauw University 2003 — 2007
BA, Mathematics
Santander Bank, N.A. December 2008 - Present
LEHMAN BROTHERS BANK April 2007 - September 2008
Sovereign Bank December 2003 - April 2007
Sovereign Bank December 2002 - December 2003
Melick & Porter, LLP March 2001 - May 2002
Skills
Litigation, Loans, Management, Real Estate, Mergers, Banking, Commercial Lending, Credit, Due Diligence, Legal Research, Legal Writing, Asset Management
Education
SUFFOLK UNIVERSITY SCHOOL OF LAW
Juris Doctor
Hampshire College
Bachelor of Arts, Political Science
IntraMed Educational Group June 2014 - Present
IntraMed Educational Group April 2013 - June 2014
IntraMed Educational Group November 2011 - April 2013
KnowledgePoint360 Group April 2009 - September 2011
Bear Stearns October 2000 - August 2008
Lehman Brothers Bank 1998 - 2000
Merrill Lynch January 1990 - January 1998
Skills
Vendor Management, Project Management, Customer Service, Process Improvement, Management, Team Building, Recruiting, Training, Outlook, Leadership, CRM, Event Planning, PowerPoint, Social Media Marketing, Marketing, Human Resources, Sales, Competitive Analysis, New Business Development, Time Management, Public Speaking
Education
City University of New York-Baruch College
BA, Corporate Communications
Julia Richman High School
High School Diploma, Humanities
Simple Solutions December 2008 - Present
California Property Resources - Contract Mortgage Processing July 2009 - Present
HomeSecure Mortgage Lending October 2008 - December 2009
Lehman Brothers Bank March 2007 - October 2008
Patriot Financial USA, Inc. October 2001 - March 2007
BNC Mortgage, a Lehman Brothers company 1995 - 2001
Skills
Advertising, Analytics, Asset Based Lending, Banking, Business Development, CRM, Commercial Banking, Commercial Finance, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Consulting, Credit, Credit Analysis, Customer Service, Digital Media, Due Diligence, Email Marketing, FHA, FHA financing, Finance, Financial Analysis, Financial Markets, Financial Services, Financial Structuring, Funding, Google Analytics, Investment Properties, Investments, Leadership, Loan Origination, Loss Mitigation, Marketing, Mergers, Mortgage Banking, Negotiation, New Business Development, PPC, REO, Real Estate, Real Estate Economics, Refinance, Residential Homes, Restructuring, Retail, Reverse Mortgages, SEO, Sales, Selling, Short Sales
Education
SBVC 1990 — 1992
Business Administration
Orange Coast College 1989 — 1991
Business Administration
Terra Linda High School
Aurora Bank FSB November 2008 - October 2014
Lehman Brothers Bank November 2003 - November 2008
Aurora Loan Services November 2001 - November 2003
Skills
IT Management, SharePoint, Servers, Troubleshooting, Technical Support, Business Analysis, Vendor Management, Networking, Disaster Recovery, SDLC, Management, Visio, ITIL, Integration, Data Center, Leadership, Information Technology, Risk Management, Virtualization, Business Requirements, IT Operations, Training, Active Directory, Software Documentation, Security, Windows Server, Software Installation, Requirements Analysis, Software Project..., Requirements Gathering, User Acceptance Testing, System Administration, IT Service Management, VMware, Citrix, System Deployment, Project Management, Process Improvement, Change Management, Windows 7, Agile Methodologies, Scrum, Agile Project Management
Education
Metropolitan State College of Denver 1993 — 1998
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
McKinsey & Company February 2013 - Present
Jemstone Associates September 2012 - January 2013
Pure Growth Partners 2011 - 2012
Bain & Company 2003 - 2010
Lehman Brothers Bank 2000 - 2003
Morgan Stanley 1995 - 2000
Skills
Proficient in Microsoft..., Working knowledge of..., Coordinating Meetings, Microsoft Office, Microsoft Word, Event Planning, Budgets, Administrative..., Customer Service, Event Management, Coaching, Change Management, Calendars, Leadership, Management, Marketing, Outlook, PowerPoint, Training, Account Management, Community Outreach, Contract Negotiation, Editing, Entertainment, Fundraising, Team Building, Volunteer Management, Administrative...
Education
University of Arkansas 1977 — 1980
Music/Vocal Performance
Mississippi University for Women 1975 — 1977
Music/Vocal Performance
HomeBridge Financial Services, Inc. June 2015 - Present
PNC Bank September 2014 - June 2015
Wells Fargo August 2010 - June 2014
Bennett Marine Supplies 2009 - 2010
JP Morgan Chase 2005 - 2008
Lehman Brothers Bank 2000 - 2005
Skills
Loan Origination, Residential Mortgages, Mortgage Banking, Refinance, FHA, Credit, FHA financing, Consumer Lending, Mortgage Underwriting, Loans, Sales, Banking, Credit Analysis, Mortgage Lending, Underwriting, Customer Service, Team Building, Finance, Leadership, Financial Services, Loan Servicing, Process Management, Mortgage Servicing, Operations Management, Office Administration, Inventory Management, Mortgage Processing, Complaince, Purchase Orders, Purchasing Negotiation, Accounts Receivable, Medical Records, Human Resources, Cash Handling, Consultative Services, Real Estate, Customer Satisfaction, Customer Retention, Training, Sales Management, Retail Banking, Medical Terminology, Medical Billing, Phlebotomy, Accounts Payable, Executive..., OSHA Record Keeping, Harp, Medical Compliance
Education
Broward College
Bank of America November 2013 - Present
Citi October 2010 - March 2013
Lehman Brothers Bank March 2005 - March 2008
Wachovia Securities August 2003 - November 2004
Skills
CMBS, Analysis, Mezzanine, Valuation, Asset Management, Capital Markets, Financial Modeling, Commercial Mortgages, Fixed Income, Investment Properties, Investments, Investors, Loan Origination, Loan Servicing, Loans, Real Estate, Real Estate Economics, Real Estate Financing, Portfolio Management, Securitization, Structured Finance, Underwriting, Credit Analysis, Banking, Commercial Real Estate, Equities, Credit, Finance, Financial Analysis, Management, Mortgage Lending
Education
Ithaca College 1999 — 2003
BS, Management
King Low Heywood Thomas School
IBM July 2011 - June 2012
Wells Fargo September 2009 - March 2011
Lehman Brothers Bank September 2008 - August 2009
First Data September 2007 - August 2008
Sorin Group USA, Inc. October 1997 - July 2007
Education
University of Denver
Master's degree
West Chester University of Pennsylvania
Bachelor of Arts
Colorado State University
Certificate
Denver Institute of Technology
Assoc. Applied Science
Macys.com May 2013 - Present
Macys.com April 2011 - May 2013
Macys.com May 2010 - April 2011
Macys.com August 2009 - April 2010
Lehman Brothers Bank July 2008 - August 2008
UBS Wealth Management July 2007 - August 2007
Education
Tufts University 2005 — 2009
BA, Economics
Aurora Bank FSB Commercial Services 2009 - October 2010
Lehman Brothers Bank January 2005 - October 2010
Aurora Bank, FSB (formerly Lehman Brothers Bank, FSB) (formerly CNL Commercial Finance) February 2002 - October 2010
Lehman Brothers 2002 - October 2010
CNL Commercial Finance, Inc. March 2002 - December 2004
Nabity Financial Group January 2001 - December 2001
Skills
Commercial Mortgages, Commercial Real Estate, Credit, Loans, Mortgage Lending, Banking, Management, Real Estate, Real Estate Economics, Loan Origination, Commercial Lending
Education
BankersEdge
University of Nebraska-Lincoln 1998 — 2001
Bachelors, Business, Finance, Political Science
Citizens Trust Bank March 2013 - Present
Community Capital Advisors / Patrick Capital Markets LLC./ Compass Point Research and Trading LLC December 2009 - March 2013
Morgan Stanley Smith Barney July 2008 - November 2009
Lehman Brothers Bank July 2007 - April 2008
Solid Source Realty September 2003 - January 2008
First Horizon National Corporation June 2005 - June 2007
SunTrust Bank April 2002 - June 2005
Century 21 March 2000 - October 2003
Skills
Commercial Lending, Underwriting, Real Estate, Series 7, Insurance, Securities, Financial Markets, Banking, Credit, Investments, Risk Management, Investment Banking, Funding, Asset Management, Compliance, Financial Analysis, Valuation, Strategic Planning, Executive Management, New Business Development, Negotiation, Sales Management, Contract Negotiations, Fundraising, Treasury Management, Commercial Banking, Finance, Credit Risk, Mortgage Lending, Portfolio Management, Contract Negotiation, Financial Services, Small Business Lending, Credit Analysis, Consumer Lending, Loan Origination, Small Business, Cross Selling, Loans, Management, Sales, Refinance, Commercial Real Estate, Leadership, Mergers & Acquisitions, Business Development, Marketing, Investment Properties, Commercial Mortgages, Financial Structuring
Education
Southeastern School of Commercial Lending, Tennessee Bankers Association 2006 — 2007
Commercial Lending
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
BA, Business Administration
Duluth High School 1989 — 1994
College Prep
Goldman Sachs July 2010 - May 2012
Accenture LLP July 2006 - July 2007
Accenture LLP - Capital Markets Solutions Group 2006 - 2007
Random Walk, an Accenture Company 2000 - 2007
Random Walk Computing November 2000 - July 2006
Lehman Brothers Bank 2001 - 2006
USMoving.com April 2000 - October 2000
IBM May 1990 - September 1994
Skills
Business Analysis, CRM, Management, SDLC, Capital Markets, Consulting, Databases, Java, Trading Systems, Business Development
Education
Trinity College, Dublin
BA Logic and Ethics
T Rowe Price 2008 - 2013
Lehman Brothers Bank 2003 - 2008
Conseco Finance Corporation 2002 - 2003
Wells Fargo 2000 - 2002
Skills
Mortgage Lending, Underwriting, Risk Management, Credit Risk, Process Improvement, Performance Management, Credit, Financial Services, Recruiting, Banking, Business Analysis, Vendor Management, Loans, Leadership
Education
John Brown University 1992 — 1995
Bachelor's of Science
Colorado Technical University 2001 — 2002
C++ Programming Certificate
Citi August 2012 - Present
Credit Suisse July 2008 - August 2012
Lehman Brothers August 2005 - July 2008
Lehman August 2005 - July 2008
Lehman Brothers Bank 2004 - 2008
Deutsche Asset Management 2000 - 2005
Deutsche Bank 1999 - 2005
Scudder 1996 - 2005
Scudder, Stevens, and Clark 1995 - 2005
Zurich Scudder Investments 2000 - 2002
Skills
Prime Brokerage, Fixed Income, Equities, Derivatives, Trading Systems, Hedge Funds, Investment Banking, Capital Markets, Middle Office, Electronic Trading, Bloomberg, Equity Derivatives, FX Options, Credit Derivatives, Sybase, Computer Science
Education
New York University 1991 — 1995
Bachelor of Arts (B.A.), Computer Science and Sociology
LendingTree September 2012 - Present
Synechron January 2010 - September 2012
Wachovia March 2008 - August 2012
Synechron Technologies March 2006 - December 2011
Aurora Loan Service July 2005 - March 2008
Lehman Brothers Bank 2006 - 2008
Synechron 2002 - 2007
Suvi Information Systems January 2001 - July 2002
Skills
ASP.NET, Agile Methodologies, Business Analysis, C#, Microsoft SQL Server, Oracle, Requirements Analysis, SDLC, SOA, Software Project..., Team Management, Test Planning, Web Services, SQL
Education
Devi Ahilya Vishwavidyalaya 1997 — 2002
Master of Computer Management (MCM), Computer Science
Deutsche Bank June 2014 - Present
Wingman (Formerly ProductStructure) March 2013 - Present
Defy Ventures February 2014 - Present
Deutsche Bank July 2008 - March 2013
Lehman Brothers Bank 2007 - 2007
Gabelli Asset Management 2003 - 2005
Skills
Financial Modeling, Equities, Fixed Income, Bloomberg, Capital Markets, Financial Analysis, Trading, Strategy, Portfolio Management, Risk Management, Competitive Analysis, Venture Capital, Entrepreneurship, Business Strategy, Options, Analysis, Product Management
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA/MA, Lauder Program - Finance / Chinese
University of Pennsylvania - The Wharton School 2003 — 2007
BS/BA, Huntsman Program - Finance / East Asian Studies
Hackley 1990 — 2003
High School
Sports Authority November 2012 - Present
JBS January 2011 - November 2012
will sochia LLC April 1993 - December 2010
ProRodeo Cowboy Association LLC October 2007 - March 2010
Lehman Brothers Bank October 2006 - September 2007
Swift & Company October 2004 - June 2006
Skills
Oracle, Linux, DB2, IBM iSeries, Access, Integration, Databases, Software Development, Business Intelligence, Business Analysis, Microsoft SQL Server, Architectures, Program Management, SharePoint, Database Design, Windows, Architecture, Active Directory, SDLC, Disaster Recovery, Process Improvement, SQL, IIS, Visio, Leadership, CRM, ERP
Education
University of Colorado at Boulder
BA, Business Finance & Marketing
INTTRA August 2008 - Present
Liberty National Mortgage January 2007 - August 2008
Equihome Mortgage January 2005 - January 2007
Lehman Brothers Bank 2003 - 2005
The Magna Group 2000 - 2003
Skills
Financial Modeling, Financial Analysis, Banking, Financial Reporting, Sarbanes-Oxley Act, Accounting, Financial Accounting, Budgets, Mergers, Auditing, Consolidation, Forecasting, Business Process..., Revenue Recognition, Executive Management, Start-ups, US GAAP, Account Reconciliation, Mergers & Acquisitions, Process Improvement, Strategic Financial..., Finance, Corporate Finance, Managerial Finance
Education
Fairleigh Dickinson University 2007 — 2008
EMBA, Business
Fordham University 1999 — 2003
BS, Finance
Bristol County Savings Bank January 2010 - Present
Capital Crossing Servicing Company LLC November 2008 - December 2009
Lehman Brothers Bank July 2000 - October 2008
Fleet Bank/Bank of Boston November 1992 - April 2000
BayBank Norfolk 1984 - 1989
Skills
Credit, Loans, Portfolio Management, Customer Service, Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1997
MBA
Wheaton College 1980 — 1984
BA, Economics/Government
Scituate, MA
Liberty Security Solutions May 2014 - Present
Surveillance Secure October 2008 - May 2014
Aegis Wholesale October 2006 - August 2007
Indymac Bank February 2005 - September 2006
Lehman Brothers Bank June 2003 - August 2005
Aurora Loan Services 2003 - May 2005
Skills
Management, Leadership, Sales, New Business Development, Networking, B2B, Budgets, Customer Service, Wireless, Access Control, CCTV, Retail, Surveillance, IP, Coaching, Security
Education
University of Maryland College Park 1994 — 1997
Frederick Community College 1992 — 1994
Imagine Software March 1997 - Present
Wall Street Concepts 1996 - 1997
Lehman Brothers Bank 1994 - 1996
American Healthware Systems 1993 - 1994
Skills
Trading Systems, SQL, Software Development, Unix, Software Project..., Object Oriented Design, C++, Sybase, OOP, Derivatives
Education
City University of New York-Brooklyn College 1990 — 1994
Bachelor of Science (BS), Computer Science
Bank of America December 2014 - Present
Nationstar Mortgage May 2014 - December 2014
Nationstar Mortgage November 2012 - April 2014
JPMC May 2011 - October 2012
Vantium Capital, Inc. March 2009 - April 2011
Lehman Brothers Bank June 2005 - February 2009
GreenPoint Credit/BankAmerica Housing Services 1998 - 2005
World Savings 1990 - 1998
Education
California State University-East Bay 1987 — 1992
Informatica November 2013 - Present
Shutterfly May 2007 - October 2013
Thomas Weisel Venture Partners June 2005 - May 2007
Lehman Brothers Bank 2000 - 2005
Skills
PowerPoint, Calendars, Excel, Microsoft Office, Word, Expenses, Administrative Support, Outlook, Microsoft Word, Microsoft Excel, Administrative..., Management, Office Management, Social Networking, Event Planning, Social Media, Calendaring, Marketing, Data Analysis, Salesforce.com, User Experience, Partnership Marketing, Social Media Marketing, Project Management, Email Marketing, Project Planning, Online Advertising, Marketing Communications, Meeting Planning, Vendor Management
Education
Notre Dame de Namur University 2010 — 2012
Master of Business Administration (MBA), Marketing
Strongbridge Corporation June 2011 - Present
Education Loan Strategies, LLC 2010 - 2012
Lehman Brothers Bank 2007 - 2010
Sallie Mae 2004 - 2007
ECS, Inc. 2000 - 2004
Servus Financial Corporation 1996 - 2000
Skills
Government Contracting, Credit, Financial Analysis, Deal Execution, Corporate Finance, Forecasting, Consumer Lending, Student Loans, Financial Modeling, Risk Management, Credit Risk, Credit Scoring, Portfolio Management, Due Diligence, Financial Services, Analytics, Loans, Program Management, Financial Risk, Management, Finance, Budgets, Analysis, Financial Reporting, Start-ups, Mergers & Acquisitions, Strategic Planning, Restructuring
Education
The George Washington University - School of Business 1993 — 1996
MS, Finance
The University of Pittsburgh 1983 — 1987
Bachelor's degree, Business Economics
Quality Systems Inc. January 2008 - Present
Irvine Valley College 2012 - 2012
BNC Mortgage 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Sea Breeze Financial 2006 - 2006
Ditech / GMAC Mortgage 2004 - 2006
Ditech.com February 2003 - December 2004
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Finance, Accounting, Variance Analysis, Internal Controls, Auditing, Payroll, Software Documentation, Journal Entries, Project Management, Training, Sarbanes-Oxley, Competitive Analysis, Bank Reconciliation, Invoicing, Loans, PowerPoint, Sales
Education
University of California, Irvine 1989 — 1994
Vology, Inc March 2014 - Present
GovPlace September 2010 - March 2014
FHAST Mortgage Corp July 2008 - September 2010
Lehman Brothers Bank March 1999 - May 2008
Americas Lender July 1995 - February 1999
TrueLink, Inc. 1997 - 1998
Education
University of California, Los Angeles 1985 — 1990
Economics
JPMorgan Chase & Co. June 2015 - Present
AT&T May 2014 - May 2015
Mezocliq October 2013 - May 2014
Bank of America September 2012 - August 2013
Citi March 2012 - September 2012
Citi April 2008 - May 2009
UBS Wealth Management July 2007 - March 2008
Credit Suisse June 2006 - June 2007
Goldman Sachs October 2005 - May 2006
Lehman Brothers Bank May 2005 - October 2005
Skills
Java Enterprise Edition, Sybase, Data Modeling, Spring, SOA, Finance, Business Analysis, Trading, SDLC, Microsoft SQL Server, Web Services, Flex, Enterprise Architecture, Analytics, Multithreading, Business Intelligence, Software Project..., Data Warehousing, Capital Markets, SQL, Core Java, Architecture, Integration, Databases, J2EE Application..., Requirements Analysis, ESB, Oracle, FX Options, Unix, Derivatives, Agile Methodologies, Java, Software Development, Trading Systems, User Acceptance Testing, XSD, Architectures, C++, Security, XML, Investment Banking, Vendor Management, .NET, ETL, C#, JavaScript, PL/SQL, Basel II, Websphere
Education
Osmania University 1993 — 1996
MCA, Master of Computer Applications
Western Union May 2015 - Present
Cobiz Financial March 2008 - May 2015
Lehman Brothers Bank April 2007 - November 2007
Lehman Brothers Bank May 2005 - April 2007
Skills
Security, CISA, SOX, Internal Audit, Risk Assessment, Compliance, IT Audit, Banking, Information Security, Sarbanes-Oxley Act, Business Continuity, CISSP, Risk Management, SDLC
Education
University of Colorado Denver 2002 — 2005
M.B.A, Finance
Regis University 1998 — 2001
BS, Computer Science
First Choice Bank February 2012 - Present
Union Bank August 2008 - February 2012
Lehman Brothers Bank March 2004 - July 2008
Banco Popular, N.A. October 1998 - February 2004
Sanwa Bank of California (now Bank of the West) June 1996 - October 1998
Skills
Loans, Credit, Underwriting, Small Business Lending, Commercial Banking, Leadership, SBA 504, Finance, Commercial Lending, SBA, Loan Origination, Real Estate, Lines Of Credit
Education
University of Southern California - Marshall School of Business 1990 — 1992
MBA, Finance & International Marketing
California State University-Los Angeles 1981 — 1984
BA, Accounting & Finance
Goldman Sachs January 2012 - Present
Goldman Sachs October 2008 - January 2012
Goodwill Industries International May 2008 - January 2011
Lehman Brothers Bank July 2007 - August 2008
Skills
Valuation, Business Analysis, Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Equities, Bloomberg, Banking, Credit, Derivatives
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Temple University - Fox School of Business and Management 2002 — 2007
Bachelor's, Finance/Marketing
August Martin
Pacific West CDC March 2014 - Present
Valley Community Bank February 2013 - Present
First Community Bank, Hammond, Louisiana November 2011 - December 2012
Wells Fargo Bank Business Banking November 2008 - November 2011
Lehman Brothers Bank September 2001 - June 2008
Sonoma National Bank 1993 - 2001
Skills
Loans, Small Business Lending, Construction Loans, SBA, Loan Origination, Real Estate Economics, Commercial Lending, Commercial Mortgages, Mortgage Lending, Credit, Banking, Finance, Underwriting, Cash Management, Customer Service, Professional Services, Commercial Banking, Customer Satisfaction, SBA 504, Financial Analysis, Credit Analysis, Lines Of Credit, Small Business, Asset Based Lending, Refinance, Real Estate Financing, Consumer Lending, Mortgage Banking, Credit Risk, Financial Structuring, Residential Mortgages, Portfolio Management, FHA, Treasury Management, USDA, Mortgage Underwriting, Funding, Loan Servicing, FHA financing, VA loans, Investments, Mortgage Servicing, Commercial Real Estate
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA, General Business
Saint Mary's College of California 1977 — 1981
B.S., Business
Saint Matthias School January 2014 - Present
Lehman Brothers Bank December 2005 - March 2008
JPMorgan Chase February 1999 - December 2005
Constantin Control Associates April 1994 - February 1999
Bankers Trust September 1990 - March 1994
Skills
Access, Account Reconciliation, Analysis, Derivatives, Finance, Portfolio Management, Accounting, Banking, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
Tottenville High School 1982 — 1986
Parkside Lending March 2015 - Present
Angkor Telecom August 2012 - Present
Plaza Home Mortgage June 2012 - August 2014
MetLife Home Loans August 2010 - March 2012
MetLife Home Loans August 2010 - May 2011
Indymac Commercial Lending Corporation July 2007 - August 2008
Lehman Brothers Bank September 2005 - June 2007
Skills
Exceeding Client..., Customer Retention, Management, Mortgage Lending, Marketing, FHA, Sales, Loans, Time Management, Customer Service, Underwriting, Finance, Credit, Due Diligence
Education
California State University-San Bernardino 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
California State University-San Bernardino - College of Business and Public Administration 1999 — 2003
BA, Finance
Marsh & McLennan Companies May 2009 - Present
Guy Carpenter, MMC January 2005 - May 2009
Marsh Inc, MMC. September 2003 - January 2005
On2 Technologies March 2001 - August 2003
Lehman Brothers Bank August 1999 - March 2001
Education
University of South Florida
Business Adminstration, Accounting
TransUnion Healthcare May 2013 - Present
LenderLive Network, Inc. July 2009 - May 2013
Assurity Financial Services March 2008 - June 2009
Lehman Brothers Bank 2004 - 2008
US Bank April 1997 - July 2004
Burnham Insurance Group 1991 - April 1997
Skills
Technical Writing, Business Analysis, Leadership, Project Management, Software Documentation, Training, Strategic Planning, Team Building, Coaching, Vendor Management, Risk Management, Leadership Development, Credit, Operations Management, Banking, CRM, Underwriting, Loans, Management, Process Improvement, Sales
Education
Grand Valley State University
Bachelor's Degree, Professional, Technical, Business, and Scientific Writing
Agile Upstream November 2014 - Present
Fiserv July 2013 - November 2014
Fiserv July 2008 - July 2013
Lehman Brothers Bank - Aurora Loan Services 2006 - 2008
Lehman Brothers Bank 2006 - 2008
Lehman Brothers 2005 - 2008
ABN AMRO 2002 - 2006
ABN AMRO 2001 - 2002
First Union Securities 2000 - 2001
The Answer Group 1998 - 2000
Skills
Series 6, Financial Sales, Series 63, Banking, PMP, MCSE, OnBase, Project Management, Program Management, Change Management, Enterprise Content..., Project Planning, Project Coordination, Software Project..., MS Project, Vendor Management, Risk Management, Leadership, Process Improvement, Strategic Planning, Performance Management, Recruiting, Budgets, Management, Microsoft Certified..., Training, Software Development, Sales, SDLC, Governance, Business Analysis, Project Portfolio..., Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Software, Integration, Visio, IT Management, Business Process, CRM, SharePoint, Resource Management, IT Strategy, Information Technology, Consulting, Analysis, PMO
Education
Johnson & Wales University 1992 — 1996
Pennsbury 1990 — 1992
University of Massachusetts Lowell
Information Technology
Capco April 2012 - Present
KPMG LLP March 2008 - March 2012
Goldman Sachs 2008 - 2011
UBS Investment Bank June 2007 - January 2008
Lehman Brothers Bank 2007 - 2007
University of Wisconsin - Superior 2004 - 2007
Lehman Brothers Investment Bank June 2006 - August 2006
Education
University of Wisconsin
BS Legal, Studies and Business Administration
Monash University
APEX Small Business Finance October 2008 - Present
Lehman Brothers October 2005 - September 2008
Lehman Brothers Bank 2005 - 2008
Redline Performance Products December 1998 - September 2003
TMAG Industries December 1998 - February 2003
Education
University of California, San Diego 1991 — 1992
Psychology
Humboldt State University 1989 — 1991
BS, Clinical Psychology & Neuro Physiology
Bellco Credit Union February 2009 - Present
Spaces March 2008 - October 2008
Aurora Loan Services 2004 - 2008
Lehman Brothers Bank 2004 - 2008
OfficeScapes 1999 - 2004
Zancanelli Management 2001 - 2002
Graebel Companies 1994 - 1998
Skills
Facilities Management, Corporate Real Estate, Vendor Management, Project Management, Move Management, Procurement, Strategic Planning, Team Leadership, Contract Negotiation, Real Estate, Operations Management, New Business Development, Budgets, Process Improvement, Negotiation, Program Management, Team Building
Education
University of Colorado at Denver 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Management and Operations
Lehman Brothers Bank AVP, National Underwriting Training ManagerLehman Brothers2002 - Present
Aurora Loan Services LLC, A Lehman Brothers Company 2002 - Present
Aurora Loan Services a Lehman Brothers Company 2002 - Present
Lehman Brothers Bank - Aurora Loan Services 2002 - Present
Aurora Loan Services , A Lehman Brother's Company 2002 - Present
Education
Metropolitan State University of Denver 1992 — 1996
NICE Systems May 2008 - Present
Lehman Brothers Bank August 2005 - May 2008
Aurora Loan Services 2006 - 2008
Education
University of Denver - Daniels College of Business 2000 — 2004
Suncor Energy April 2008 - Present
Lehman Brothers Bank April 2006 - 2008
Stonecreek Funding May 2005 - February 2006
Aggregate Industries August 2004 - March 2005
Citigroup January 2001 - August 2004
Education
Colorado State University 2008 — 2012
PHD, Organizational Performance and Change
Colorado State University 2004 — 2006
MS, Organizational Performance and Chnage
SUNY Polytechnic Institute 2000 — 2003
BS, Health Care Administration
Dept of the Treasury/IRS September 2008 - Present
Lehman Brothers Bank 1997 - 2008
BNC Mortgage - A Lehman Brothers Company 1997 - 2008
Skills
Loan Origination, FHA
Education
Rutgers, The State University of New Jersey-New Brunswick
University of Maryland University College
Master of Arts (MA), International Marketing
Aurora Loan Services Project ManagerLehman Brothers2005 - Present
Lehman Brothers Inc / Aurora Loan Services LLC 2005 - Present
Aurora Loan Services, A Lehman Brothers Company 2005 - Present
Lehman Brothers Bank 2005 - 2008
Education
Mary Baldwin College
Parkside Lending October 2012 - Present
Plaza Home Mortgage May 2012 - November 2012
MetLife Home Loans January 2009 - May 2012
Lehman Brothers 2006 - September 2008
Lehman Brothers Bank August 2006 - April 2007
Skills
Loans, Credit, Funding, Loan Origination, Mortgage Lending, Problem Resolution., Data Analysis, Reporting & Analysis, Credit Analysis, FHA, Leadership, Mortgage Banking, Mortgage Underwriting, Refinance, Residential Mortgages, Training
Education
Brigham Young University 2001 — 2003
B.S. Psychology, Business Management
Brigham Young University - Idaho 2000 — 2001
Associates, General Education
Talmer Bank and Trust February 2014 - Present
Wells Fargo Home Mortgage January 2011 - February 2014
Michigan Mutual, Inc. September 2008 - February 2011
Lehman Brothers Bank July 2007 - March 2008
Lehman Brothers 2007 - 2008
BNC Mortgage September 2000 - July 2007
BNC Mortgage - A Lehman Brothers Company 2000 - 2007
Chase Home Finance 1996 - 1998
Education
University of Michigan-Dearborn 1983 — 1987
EDP Legal Service April 2008 - Present
Lehman Brothers Bank 2002 - 2008
Lehman Brothers - Small Business Finance 2002 - 2008
Education
California State University-Fullerton 1994 — 1999
Oracle July 2013 - Present
ADP TotalSource October 2011 - June 2013
Compass Resolution Services June 2009 - October 2010
Lehman Brothers Bank July 2007 - May 2008
Fremont Investment and Loan September 2005 - March 2007
Pilling Surgical April 2004 - April 2005
DeRoyal Industries July 2001 - April 2004
Wyndham Hotel 1991 - 2001
Skills
Business Development, New Business Development, Selling, Sales Operations, Cold Calling, Management, Contract Negotiation, Human Resources, Sales Process, Finance, B2B, SaaS, Building Relationships, Strategic Partnerships, Strategic Planning, Customer Service, Marketing Strategy, Networking, Sales, Strategy, Training, Salesforce.com, Sales Management, Account Management, Recruiting, Team Building
Education
University of Maryland College Park 1986 — 1990
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Univesity of Maryland
Bachelor of Arts (B.A.), Communications
Lehman Brothers Bank Institutional Sales TraderInstinet1997 - 2004
Education
Lehigh University 1989 — 1993
Wells Fargo May 2008 - Present
Lehman Brothers Bank October 2006 - April 2008
Grubb & Ellis 1999 - 2006
Education
University of Southern California 1986 — 1991
RaytheonWebsense May 2015 - Present
Websense July 2013 - May 2015
Websense January 2013 - July 2013
Websense June 2010 - January 2013
Websense June 2008 - June 2010
Websense May 2007 - June 2008
Fair Isaac March 2005 - May 2007
Lehman Brothers Bank June 2003 - March 2005
HNC Software 1997 - 2001
Skills
Risk Management, Accounting, Analytics, Financial Modeling, Mergers, Financial Analysis, Forecasting, Executive Management, Due Diligence, Corporate Finance, Strategic Financial..., Finance
Education
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Finance
University of California, San Diego 1991 — 1995
Bachelor of Science, Economics
JP Morgan Chase June 2010 - Present
Aurora Bank FSB August 2007 - June 2010
Aurora Loan Services 2007 - June 2010
Lehman Brothers Bank August 2007 - 2009
JP Morgan Chase March 1985 - August 2007
JPMorgan Chase 1985 - 2007
JP Morgan Chase 1985 - 2007
Chase Home Finance 1985 - 2007
The Chase Manhattan Bank 1985 - 2007
Margaretten & Company 1985 - 1990
Education
Colgate University 1971 — 1975
Lehman Brothers - Small Business Finance 2004 - Present
Lehman Brothers Bank-Small Business Finance 2004 - Present
Lehman Brothers Bank SBF 2004 - Present
Aurora Bank FSB 2010 - 2010
Lehman Brothers Bank 2004 - 2008
Lehman Brothers, SBF 2004 - 2008
Lehman Brothers 2004 - 2008
Lehman Brothers Bank, FSB 2004 - 2008
Education
University of North Florida 1998 — 2001
Deutsche Bank June 1997 - Present
ING 1996 - 1997
Instinet Corporation September 1994 - September 1996
Kidder Peabody June 1993 - September 1994
Lehman Brothers Bank November 1991 - June 1993
Scali McCabe Sloves 1990 - 1991
Skills
Management, Market Data, Trading, Telecommunications, Technical Support, Business Analysis
Education
New York Institute of Technology 1984 — 1988
RingCentral April 2011 - Present
Lehman Brothers Bank November 2007 - March 2010
HSBC 2003 - 2007
Service Mortgage 1998 - 2003
Skills
Mortgage Lending, Leadership, Business Planning, Business Strategy, Management, Selling, Telecommunications, Sales, Customer Service, Salesforce.com, Direct Sales, Account Management, Solution Selling, Sales Process, Sales Management, B2B, Call Centers, Sales Operations, Customer Retention, SaaS
Education
Colorado State University 1991 — 1996
BS, CONSUMER SCIENCES
Cherry Creek High School
Garda November 2012 - July 2014
Apax Partners July 2012 - July 2014
Hub International July 2012 - October 2013
McKinsey & Company 2010 - 2012
Identified (Acquired by Workday) 2009 - 2010
McKinsey & Company June 2009 - August 2009
Lehman Brothers Bank July 2008 - August 2008
Skills
Financial Modeling, Private Equity, Prestige, Investments, Venture Capital, Entrepreneurship, Due Diligence, Strategy, Start-ups
Education
Harvard Business School 2014 — 2016
Stanford University 2009 — 2010
M.S., Management Science and Engineering
Stanford University 2006 — 2010
B.S., Management Science and Engineering
Dulwich College 2004 — 2006
A Levels, Math, Physics, Chemistry, Further Math
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
Lehman Brothers Reporting SpecialistLehman Brothers Small Business Finance2007 - 2008
Lehman Brothers Bank 2007 - 2008
Education
Riverside City College 2008 — 2008
AS, Computer Programming
Union Bank September 2015 - Present
Union Bank May 2014 - Present
GE Capital October 2011 - May 2014
Federal Deposit Insurance Corporation March 2009 - October 2011
Lehman Brothers Bank March 2008 - September 2008
Lehman Brothers March 2007 - March 2008
Lehman Brothers Small Business Finance October 2006 - March 2007
Premier Commercial Bank September 2004 - September 2006
BBVA Bancomer USA (Valley Bank) 2003 - 2004
Washington Mutual Bank 2000 - 2002
Skills
Loans, Commercial Lending, Underwriting, Credit Analysis, SBA, Mortgage Lending, Commercial Mortgages, Small Business Lending, Credit, Banking, Real Estate Financing, Real Estate, Lines Of Credit, Credit Risk, Commercial Banking, Mortgage Banking, Portfolio Management, Refinance, Loan Servicing, Finance
Education
California State University-Los Angeles 1979 — 1982
B.S., Business Administration
Union Bank July 2014 - Present
ReadyCap Commercial, LLC 2012 - 2014
Aurora Bank FSB 2009 - 2012
Lehman Brothers Bank 1991 - 2009
Skills
Commercial Lending, Real Estate, Loans, Loan Origination, Commercial Mortgages, Funding
Education
Brigham Young University 1980 — 1984
BS, Fashion Merchandising
Kinecta Federal Credit Union October 2014 - Present
MK Commercial 2014 - Present
Pacific Premier Bank 2012 - 2014
Premier Commercial Bank 2011 - 2012
Plaza Bank 2008 - 2011
Lehman Brothers Bank 2006 - 2008
Skills
Financial Reporting, Commercial Mortgages, Credit, Loans, Credit Analysis, Loan Origination, Commercial Banking, Commercial Lending, SBA, Small Business Lending, Underwriting, Mortgage Lending, Banking, Portfolio Management, Mortgage Banking
Education
Central Washington University 2000 — 2004
B.A.
Plaza Bank April 2015 - Present
Banc of California May 2014 - March 2015
Union Bank July 2011 - May 2014
Community Bank November 2010 - July 2011
Bank of America July 2009 - November 2010
Lehman Brothers Bank March 2008 - July 2008
Lehman Brothers Bank May 2007 - March 2008
Lehman Brothers Bank February 2004 - May 2007
Lehman Brothers Bank October 2001 - February 2004
Education
University of Southern California 1991 — 1995
BS, Business Administration
Lehman Brothers Bank January 2005 - Present
Lehman Brothers 2001 - Present
CNL COMMERCIAL FINANCE (NOW LEHMAN BROTHERS BANK SBF) 2004 - 2005
CNL COMMERCIAL FINANCE 2002 - 2004
Education
California State University-Long Beach 1997 — 2000
BA, Buisness Economics
Bank of the West October 2008 - Present
Lehman Brothers Bank 2006 - 2008
LEHMAN BROTHERS SMALL BUSINESS FINANCE, INC 2006 - 2008
Lehman Brothers 2003 - 2008
GE 1998 - 2003
Skills
Credit, SBA, Commercial Lending, Loans, Portfolio Management, Small Business Lending, Asset Based Lending, Commercial Banking
Education
Arizona State University 1990 — 1995
BS, Justice Studies
Hackettstown Middle School September 2014 - Present
William Annin Middle School September 2013 - June 2014
Hampton Public School August 2011 - June 2013
The Children's Home Society of NJ - Early Head Start Home Based Program July 2010 - August 2011
Valley Road School September 2009 - June 2010
Morris/Sussex county September 2008 - September 2009
GMAC ResCap October 2006 - October 2007
Lehman Brothers Bank 2005 - 2006
Countrywide Home Loans March 2003 - February 2005
american united mortgage February 2001 - September 2002
Skills
Spanish, Teaching, Curriculum Design, Microsoft Excel, Public Speaking, PowerPoint, Community Outreach, Customer Service, Outlook, Microsoft Word, Microsoft Office, Time Management, Instructional Design, Staff Development, Research, Social Media, Training, Leadership
Education
NJCU 2009 — 2012
Alt. Route teaching program, k-5 with 6-8 Spanish & k-12 ESL, Bachelors plus 15
Montclair State University 2003 — 2004
B.A, Sociology
Montclair State University 2001 — 2004
B.A, Sociology
Montclair State University 2001 — 2004
B.A, Sociology
AIS Fund Administration partnerLone Wolf Asset Mgt1998 - 2001
Lehman Brothers Bank 1995 - 1998
Salomon Brothers 1985 - 1995
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Derivatives, Equities, Fixed Income, Bloomberg, Financial Markets, Strategic Negotiations, Private Equity, Contract Negotiation, Portfolio Management, Business Development, Trading, Investments, Valuation, Financial Services, Options, Mutual Funds, Due Diligence, Fund Administration, Series 7
Education
Brown University 1971 — 1975
Economics
First Guaranty Mortgage Corp April 2012 - Present
Home Savings of America August 2008 - February 2012
Wells Fargo Bank February 2008 - August 2008
Lehman Brothers Bank April 2007 - August 2007
Fremont Investment and Loan July 2004 - March 2007
Wells Fargo Home Mortgage November 2001 - July 2004
Skills
Compliance, Audit, Fraud, Underwriting, Mortgage Lending, Credit, FHA, Real Estate, Problem Solving, VA, Conventional, Due Diligence, Credit Analysis, Auditing, Mortgage Underwriting, Loans, Mortgage Banking, FHA financing, Residential Mortgages, VA loans
Education
Diablo Valley College
Real Estate
Fidelity Bank November 2012 - Present
Alternative Capital Funding June 2005 - Present
Lehman Brothers Small Business Finance 2005 - 2008
Lehman Brothers Bank 2005 - 2008
Skills
Commercial Lending, Bridge Loans, Underwriting, Commercial Mortgages, Investment Properties, SBA Loans, Alalyzing and..., Loans, Financial Structuring, Real Estate, Commercial Real Estate, SBA 504, Mortgage Lending, Investments, Banking, Real Estate Economics, Investors, USDA, Loan Origination, Real Estate Financing, SBA, Sales, Asset Based Lending, Mergers & Acquisitions, Credit, Finance, Funding, Small Business Lending, Refinance, Credit Analysis, Start-ups, Mortgage Banking, Portfolio Management, Business Development, Construction Loans, Relationship Management, Private Equity, Cash Management, Financial Analysis, Financial Services, Referrals, Residential Mortgages, FHA, Management, Commercial Banking, Due Diligence, Consumer Lending, Loan Servicing, Lines Of Credit, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MA, Human Resources Management
South Carolina State University
BS, Business Administration
Barclays August 2012 - Present
Barclays May 2010 - August 2012
Bank of the West January 2010 - June 2010
Bank of the West April 2009 - January 2010
Lehman Brothers Bank August 2007 - June 2008
Lehman Brothers 2003 - 2008
Merrill Lynch August 1999 - August 2003
Fineman Associates Public Relations November 1988 - May 1999
Skills
Strategic Planning, Business Planning, Management, Competitive Analysis, Performance Management, Recruiting, Marketing, Financial Modeling, Mergers, Project Planning, Leadership, Financial Analysis, Risk Management, Investment Banking, Strategy, Business Strategy
Education
University of the Pacific 1985 — 1987
BS, Business Administration
Menlo College 1983 — 1985
Business
Goldman Sachs January 2015 - Present
Goldman Sachs 2013 - Present
Goldman Sachs 2006 - 2013
Goldman Sachs 2005 - 2006
Goldman Sachs 2003 - 2005
Lehman Brothers Bank 1999 - 2003
Skills
Recruiting, Capital Markets, Investment Banking, Equities, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Derivatives, Management
Education
James Madison University 1995 — 1999
Bachelor's Degree, Political Science and Government
St. Catherine's School 1991 — 1995
High School
HomeStreet Bank November 2014 - Present
Nationstar Mortgage Wholesale Lending January 2013 - August 2013
Schools First Federal Credit Union May 2012 - October 2012
Edge Mortgage Advisory Company August 2010 - May 2011
Viking Equities Realty January 2009 - August 2010
Lehman Brothers September 2004 - March 2007
Lehman Brothers Bank August 2004 - March 2007
Olympus Mortgage September 2002 - August 2004
Washington Mutual Bank May 1998 - August 2002
Washington Mutual Bank 1998 - 2002
Skills
Structured Finance, Loans, Mortgage Lending, Risk Management, Real Estate, Investment Properties, Credit, Loan Origination, Loan Servicing, Portfolio Management, Underwriting, Due Diligence, Financial Risk, Credit Analysis, Mortgage Banking
Education
Fullerton College
Business Management
NYU Stern School of Business May 2011 - Present
USI Insurance Services September 2009 - Present
Lehman Brothers Bank February 2009 - August 2009
Lehman Brothers 2005 - February 2009
Deutsche Bank 1994 - 2005
KPMG Peat Marwick 1987 - 1994
Skills
Accounting, Corporate Finance, Budgeting & Forecasting, Financial Planning &..., Change Management, Strong Communicator, Management Skills, SEC Reporting, Financial Statement..., Problem Solving, College Teaching, Acquisition &..., Consulting, Asset Management &..., Insurance Brokerage, Internal Controls, Forecasting, Process Improvement, SEC filings, Budgets, Managerial Finance, Financial Analysis, GAAP, Leadership, Finance, Asset Managment, Business Process, Auditing, Essbase, Financial Reporting, Acquisition Integration, Enterprise Risk..., Due Diligence, Financial Modeling, Financial Statements, CPA, Mergers & Acquisitions, Valuation, Banking, Risk Management, Management, Strategic Financial..., Sarbanes-Oxley Act
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Concentration: Leadership & Change Management
Fordham University 1984 — 1987
BA, Accounting
University of Oxford 1986 — 1986
Summer - Wadham College
Pacific West CDC June 2012 - Present
Pacific Enterprise Bank August 2011 - May 2012
Plaza Bank November 2009 - June 2011
Lehman Brothers Bank 2004 - 2008
Skills
Loans, Commercial Mortgages, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Underwriting, Commercial Banking, Banking, Financial Analysis, Loan Origination, Mortgage Lending, SBA, SBA 504
Education
California State University-Northridge 2002 — 2004
Bachelor of Science, Finance
Hanmi Bank February 2015 - Present
ReadyCap Commercial October 2012 - Present
Aurora Bank FSB, Commercial Services Division 2009 - July 2012
Lehman Brothers, SBF February 2006 - July 2012
Lehman Brothers 2006 - July 2012
Lehman Brothers Bank 2006 - 2012
Lehman Brothers Bank, FSB 2006 - 2012
RREEF 1999 - 2006
Great Western Bank 1992 - 1999
Skills
Loans, Asset Management, Portfolio Management, Real Estate Economics, Asset Managment, Due Diligence, Commercial Mortgages, Commercial Real Estate, REO, Loan Origination, Real Estate, Mortgage Lending, Asset, Credit, Underwriting, Real Estate Financing, Commercial Lending
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1983 — 1986
MBA, Business Administration
Citi December 2014 - Present
MetLife April 2013 - September 2014
Merrill Lynch September 2010 - March 2012
Eisai November 2008 - September 2010
Lehman Brothers Bank April 2007 - September 2008
Commerce One Financial September 2005 - February 2007
Skills
Business Analysis, Project Management, SDLC, Analysis, Business Intelligence, Financial Services, IT Strategy, Management, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, SharePoint, Software Project..., Vendor Management, Visio
Education
Rutgers University – Camden 2003 — 2005
MBA, Finance
GLSIIT 2000 — 2002
MIS, Information Systems
Incyte March 2012 - Present
Community Mediation Upper Shore (CMUS) 2012 - Present
Resolute Mediation Services, LLC June 2008 - June 2012
SomaLogic February 2011 - March 2012
Jefferson County Mediation Services January 2010 - March 2012
GEA Power Cooling, Inc. March 2011 - August 2011
Gates Corporation August 2010 - December 2010
Catholic Health Initiatives June 2009 - February 2010
Creating Caring Communities September 2008 - December 2009
Lehman Brothers Bank October 2008 - April 2009
Skills
Negotiation, Licensing, Contract Management, Mediation, Intellectual Property, Start-ups, Vendor Management, Project Management, Leadership, Training, Workshop Facilitation, Contract Law, Contract Negotiation, Vendor Relations, Patent Strategy, Intellectual Property..., Legal Documents, Legal Writing, Legal Research, R&D Operations, Best Practices, Document Drafting, Finance, Analysis, Process Improvement, Business Analysis, Technology Transfer, Process Management, Subject Matter Experts, Change Management, Information Technology, Pharmaceutical Industry, Copy Editing, Operational Streamlining, Databases, Technical Training, Workflow Management, Cross-functional Team..., CRO, Drug Discovery, Transformative Mediation, Conflict Resolution, Restorative Justice, Conflict Management, FDA GMP, GLPs, Biotechnology, Lifesciences, Acquisition Integration, Patents
Education
Villanova University 2014 — 2014
Masters Certificate in Contract Management, Commercial Contract Management
University of Denver - Sturm College of Law 1995 — 1999
Contracts, Intellectual Property
University of South Carolina-Columbia 1993 — 1995
Master of Mass Communications, Communications - PR & Advertising
Wesley College 1989 — 1993
Bachelors, Political Science
Wesley College 1989 — 1993
Bachelors, Applied Communications
RESTORATIVE JUSTICE
George C Marshall High School 1985 — 1992
Skanska USA August 2014 - Present
Skanska USA Building Inc. March 2014 - September 2014
Skanska USA Building Inc. June 2013 - June 2014
Skanska USA Building Inc. June 2011 - June 2013
Consultant November 2009 - December 2010
James G. Kennedy & Co. February 2007 - 2009
Morgan Stanley January 2003 - January 2007
Lehman Brothers Bank January 2002 - January 2003
GAIN Systems/CFSC 1999 - 2001
Skills
Construction Management, Construction, Project Management, Facilities Management, Contract Management, Pre-construction, Program Management, Operations Management, Value Engineering, New Business Development, Change Management, Logistics, Bid Preparation, MS Project, Budgets, Constructability, Contractors, Account Management, Real Estate, Infrastructure, Staff Supervision, Creative Services, Contract Negotiation, Organizational..., Change Orders, LEED, Project Bidding, Renovation, Design-Build, Green Building, Project Planning, Project Coordination, RFI, Construction Safety, High Rise, Framing, Carpentry, MEP, HVAC, Telecommunications, Tenant Improvement, Property Management, Logistics Management, Innovation Management, Innovation Development, Operational Efficiency, Process Efficiency, Cost Management, Procurement, Microsoft Project
Education
University of Delaware
BA, Law/Society
Queens College January 2009 - Present
Credit Suisse June 2008 - Present
Lehman Brothers Bank 2006 - 2008
CA (MDY) 2004 - 2006
MDY Advanced Technologies 2004 - 2006
Millican & Associates, Inc. 2003 - 2004
Education
Long Island University 1994 — 1996
MLIS, Library Science, Archives Management
New York University
BFA, Theatrical Design
University of Michigan
Louis Vuitton June 2012 - August 2012
Tastement LLC May 2010 - August 2012
Nomura Securities December 2009 - June 2011
Lehman Brothers Bank July 2006 - February 2009
Credit Suisse March 2005 - March 2006
Skills
IPO, Equities, Strategy, Valuation, Equity Derivatives, Structured Products, Financial Modeling, Structured Finance, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Strategic Management
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Majors: Finance & Accounting
Lincoln Renewable Energy, LLC February 2013 - Present
Wind Capital Group July 2009 - December 2012
Banc of America Securities 2003 - 2009
Merrill Lynch 1996 - 2003
Lehman Brothers Bank 1994 - 1996
Pacific Alliance Group 1991 - 1994
Price Waterhouse 1986 - 1989
Skills
Capital Raising, Mergers & Acquisitions, Business Strategy and..., Corporate Finance, Investment Banking, Project Finance, Due Diligence, Strategy, Energy, Private Equity, Valuation, Venture Capital, Capital Markets, Financial Modeling, Investor Relations, Renewable Energy, Financial Analysis, Structured Finance, Mergers, Finance, Corporate Development, Executive Management, Financial Structuring, Joint Ventures, Restructuring, Divestitures, Corporate Governance, Start-ups, M&A experience, Acquisition Integration, Emerging Markets, IPO, Acquisitions, Business Valuation, Equities, LBO
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1982 — 1986
BBA, Accounting
Marisic.NET LLC November 2014 - Present
TreCom Systems Group, Inc. July 2014 - November 2014
Insurance Marketing Technology LLC February 2010 - May 2014
Ritter Insurance Marketing June 2009 - February 2010
Computer Aid, Inc. September 2008 - February 2009
Lehman Brothers Bank August 2006 - September 2008
Skills
C#, ASP.NET, Cloud Computing, Service Oriented..., WCF, .NET, Testing, SOA, Software Development, ASP.NET MVC, Software Design, Architectures, Object Oriented Design, Messaging, Web Services, Leadership, Team Building, Team Management, Project Design, Project Management, Software Project..., RavenDB, NoSQL, Microsoft SQL Server, Automation, Agile Methodologies, Test Automation, Virtualization, Hybrid Cloud, Cloud Applications, Software Engineering, Message Queue, Queuing, Async, Workflow Management, Workflow Applications, Software Reuse, Risk Management, Software Consulting, Windows Azure, SQL Azure, IIS, Healthcare, Healthcare Information..., Insurance, Banking, Consumer Lending, Business Analysis, Software System Analysis, Architecture
Education
IDesign 2012 — 2015
Cloud and Enterprise Software Architecture, Software Project Design
Pennsylvania State University-Erie Campus 2002 — 2006
Software Engineering
Bishop McDevitt Highschool 1998 — 2002
Saba Capital Management, L.P. April 2009 - Present
SAC Capital August 2004 - April 2009
Lehman Brothers October 1999 - August 2004
Lehman Brothers Bank 1994 - 2004
Lehman Brothers September 1994 - October 1999
Kidder Peabody March 1991 - September 1994
Kidder Peabody August 1989 - March 1991
KPMG Peat Marwick September 1986 - August 1989
Skills
Equities, Fixed Income, Finance, Equity Derivatives, FX Options, Options, Middle Office, Bonds, Valuation, Trading, Investments, Alternative Investments, Capital Markets, Credit, Derivatives, Foreign Exchange, Hedge Funds, Mutual Funds, Prime Brokerage
Education
Iona College 1982 — 1986
BBA
Bank of the West August 2006 - Present
Acuity Services 2003 - 2012
Lehman Brothers Bank July 2003 - July 2005
Textron Financial January 2000 - January 2003
CIT January 1997 - January 2000
Bank United February 1996 - January 1997
Plano Bank & Trust July 1992 - January 1996
United States Marine Corps January 1984 - January 1988
Skills
Loans, Credit, New Business Development, Loan Origination, Investments, Real Estate, Commercial Lending, Financial Analysis, Negotiation, Real Estate Transactions, Contract Negotiation, Banking, Asset Managment, Sales, Due Diligence, Credit Analysis, Portfolio Management, Customer Service, Retail, Marketing
Education
The University of Akron 1988 — 1991
BSBA, Finance, Information Systems
Lehman Brothers Bank August 2004 - March 2006
WFS Financial / Westcorp 2000 - 2005
WFS Financial May 2000 - August 2004
Deloitte February 1998 - May 2000
CENTRA Technology, Inc August 1992 - February 1998
Education
University of Virginia 1996 — 1998
Certificate of Accounting
American University 1990 — 1993
M.A., International Communications
University of the Pacific 1985 — 1989
B.A., Political Science, Psychology
TransUnion Healthcare October 2011 - Present
Financial Healthcare Systems (TransUnion Healthcare) December 2009 - October 2011
Assurity Financial Services August 2008 - June 2009
Lehman Brothers Bank July 2005 - March 2008
Todays Staffing July 2003 - July 2005
Knowledge Workers January 2001 - February 2003
CIBER April 1999 - December 2000
Education
High Point University
BA, Human Relations
The Dwyer Law Firm, L.L.C. February 2011 - January 2015
Maryland Management Co. February 2010 - August 2010
Patuxent Place Family Dentistry May 2009 - January 2010
American Pool Management January 2009 - May 2009
Lehman Brothers Bank May 2008 - August 2008
Education
University of Maryland College Park 2006 — 2008
B.A., Sociology
County College of Morris 2004 — 2006
A.A., Humanities & Social Sciences
Lehman Brothers Bank August 2005 - June 2008
Banco Santander November 2000 - July 2003
Bozano, Simonsen (UK) Ltd July 1997 - October 2000
Lloyds TSB Bank plc 1987 - 1997
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance
Fundação Getulio Vargas 2002 — 2004
CEAG, Business Administration
Universidade Presbiteriana Mackenzie 1987 — 1991
BA, Economics
1804 Operating June 2011 - Present
RKM Energy May 2009 - Present
Silver Point Capital 2007 - 2009
The Lionstone Group 2003 - 2006
BMC Software 2000 - 2003
Hines 1998 - 2000
Lehman Brothers Bank 1993 - 1997
Skills
Financial Analysis, Oilfield Services, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Energy, Finance, Acquisitions, Private Equity, Oilfield, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
The University of Texas at Austin 1989 — 1993
Bachelor of Arts, Plan II
Barclays Capital July 2007 - Present
Lehman Brothers Bank March 1991 - July 2007
Skills
Trading Systems, Investment Banking, Fixed Income, Market Data, Risk Management, Infrastructure, Electronic Trading, Disaster Recovery, Capital Markets, Vendor Management, Equities, Equity Derivatives, Sybase, Low Latency, Middle Office, Credit Derivatives, Derivatives, Bloomberg, Reference Data
Education
Brookdale Community College
A2Zlogix September 2012 - Present
Solid State Logic Digital Video July 2010 - September 2012
Silverpoint May 2009 - August 2009
Lehman Brothers Bank September 2008 - December 2008
Skills
Troubleshooting, Testing, HTML, CSS, JavaScript, SQL, Quality Assurance
Education
Stevens Institute of Technology 2006 — 2010
BS, Computer Science
Hsbc bank usa September 2010 - Present
hsbc bank usa February 2008 - January 2010
Bank USA, NA February 2008 - January 2010
Suisse USA, Inc September 2007 - February 2008
Kingdom Realty March 2004 - August 2007
Lehman Brothers, Inc May 2000 - March 2004
Lehman Brothers Bank 2002 - 2004
DLJ 2000 - 2001
The Fuji Bank and Trust February 1998 - May 2000
Corporate Trust Structured Finance Services December 1996 - February 1998
Education
Binghamton University 1988 — 1991
BA, Mathematic
Binghamton University 1988 — 1991
BA, Mathematics
New York Life Insurance Company June 2009 - April 2010
Lehman Brothers Bank October 1992 - September 2006
Education
LaGuardia Community College
Human Services
FirstKey Holdings July 2015 - Present
Deutsche Bank October 2014 - July 2015
Deutsche Bank January 2014 - October 2014
Torchlight Investors January 2011 - December 2013
Cassidy Turley May 2010 - August 2010
Lehman Brothers Bank June 2008 - August 2008
Education
The University of Connecticut School of Business 2007 — 2010
Bachelors of Science
Aurora Bank FSB May 2007 - July 2014
Lehman Brothers Bank February 2004 - April 2007
Lehman Brothers Bank December 2001 - February 2004
Skills
Underwriting, Fraud, Loss Mitigation, Mortgage, Credit Analysis, Risk Management, Team Leadership, Mortgage Servicing, FHA, Mortgage Lending, Loans, Credit, Default, Banking, Loan Origination, Credit Risk, Residential Mortgages, Loan Modifications, Financial Risk, Refinance, Mortgage Underwriting, Due Diligence, Foreclosures, Funding, LPS, Bankruptcy, REO, Appraisals, Real Estate, Retail Banking, Consumer Lending, Mortgage Banking, Loan Servicing, Financial Services, Operational Risk, Portfolio Management, Asset Management, AML, Finance, Call Centers, Operational Risk..., Structured Finance, Quality Control
Education
Art Institute of Colorado
Prudential Securities 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Lehman Brothers Bank 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Health Care Finance and Administration
Cornell University 1976 — 1980
BA, Biology
valley stream south
Consumer Financial Protection Bureau (CFPB) April 2012 - Present
Promontory Financial Group, LLC November 2011 - April 2012
Rushmore Loan Management Services, LLP April 2010 - October 2011
Office of Thrift Supervision November 2007 - April 2010
Lehman Brothers Bank January 2004 - October 2007
New Century Mortgage 2003 - 2004
Finance America 2000 - 2002
FDIC January 1990 - September 1998
Education
University of Illinois at Urbana-Champaign 1974 — 1983
MA, BA, French
Santa Barbara College of Law 1978 — 1982
JD, cum laude, Law
Guy Carpenter July 2015 - Present
Herbert L. Jamison & Co. November 2010 - 2015
Morristown Financial Group June 2009 - August 2009
Lehman Brothers Bank June 2008 - August 2008
R. Seelaus & Co., Inc. December 2007 - January 2008
Education
Susquehanna University 2005 — 2010
B.S. Business Administration, Marketing