Merrill Lynch Business Financial Services
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Merrill Lynch Business Financial Services Employees
Fifth Third Bank 2010 - Present
Harris N.A. April 2003 - November 2010
Merrill Lynch Business Financial Services July 2000 - March 2003
Skills
Portfolio Management, Credit, Banking, Commercial Lending, Loans, Process Improvement, Healthcare, Strategic Financial..., Credit Analysis, Private Equity, Due Diligence, Small Business Lending, Lines Of Credit, Financial Reporting, Business Strategy, Financial Analysis, Commercial Banking, Finance, Cash Management
Education
University of Illinois at Urbana-Champaign 2007 — 2009
MBA, Executive MBA
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelor of Science, Finance
Valley Health / Valley Physician Enterprise October 2012 - Present
Fox Valley Women & Children's Health Partners November 2009 - October 2012
Bank of America July 2006 - October 2008
Comerica Bank May 2000 - July 2006
GE Capital April 1997 - May 2000
GE Capital May 1995 - April 1997
Merrill Lynch Business Financial Services 1993 - 1995
Skills
Healthcare Management, Executive Management, Operations Management, Revenue Cycle Management, Strategic Planning, Physician Relations, Finance, Financial Analysis, Financial Modeling, Contract Negotiation, Accounting, Project Management, Risk Assessment, Selling, Risk Management, Business Development, Underwriting, Relationship Management, Healthcare, Strategy, Leadership, Process Improvement, Loans, Management, Training, Cross-functional Team..., Banking, Sales, Healthcare Information...
Education
Seton Hall University 2009 — 2011
Masters, Healthcare Administration
Ball State University - College of Business 1986 — 1991
BS, Finance
Best Buy June 2013 - Present
Best Buy August 2012 - Present
Best Buy July 2010 - August 2012
Best Buy March 2007 - July 2010
Best Buy November 2005 - February 2007
Sun National Bank February 2004 - August 2005
Commerce Bank December 2002 - March 2003
Merrill Lynch Business Financial Services July 1999 - June 2002
Skills
Essbase, Decision Support, Financial Modeling, Financial Analysis, Forecasting, P&L, P&L Management, Financial Reporting, Corporate Finance, Budgeting, Capital Budgeting, Retail, Strategic Planning, Inventory Management, Excel, Cognos, TM1, Business Objects, Industry Analysis
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA
University of Notre Dame 1995 — 1999
BBA, Finance
College of DuPage August 1998 - May 2013
Merrill Lynch Business Financial Services October 1987 - June 1990
Mid America Title Company August 1985 - October 1987
Skills
Higher Education, Teaching, University Teaching, Student Affairs, Adult Education, Student Development, College Teaching, Curriculum Development, Research, Public Speaking, Admissions, Instructional Design, Curriculum Design, Staff Development, Career Counseling, Data Analysis, Program Development, E-Learning, SPSS, Courses, Non-profits, Community Outreach, Grant Writing, Distance Learning, Qualitative Research, Educational Leadership, Student Engagement, Academic Administration, Higher Education..., Student Recruiting, Academic Advising, Educational Technology, Tutoring, International Education, Resume Writing, Career Development, Classroom, Leadership Development, Program Evaluation, Teacher Training
Education
University of Illinois at Urbana-Champaign 2009 — 2010
Certificate, Online Teaching
Loyola University Chicago School of Business 1986 — 1989
MBA, Management Science
Northern Illinois University - College of Business 1981 — 1985
B.S., Finance
Rich South High School
Wells Fargo August 2011 - Present
Robert W. Baird & Co. February 2010 - September 2011
MORGAN STANLEY / SMITH BARNEY August 2007 - February 2010
Merrill Lynch August 2005 - August 2007
MERRILL LYNCH BUSINESS FINANCIAL SERVICES August 2004 - August 2005
Merrill Lynch July 2003 - August 2005
Skills
Finance, Securities, Series 7, Portfolio Management, Credit, Investments, Wealth Management, Financial Services, Loans, Management
Education
Loyola University Maryland 1999 — 2003
Bachelor, Business Administration; Marketing
Christian Brothers Academy 1994 — 1999
Susquehanna Bank November 2013 - Present
The Columbia Bank October 2011 - November 2013
M&T Bank September 2010 - September 2011
The Columbia Bank October 2004 - September 2010
Merrill Lynch Business Financial Services March 2003 - October 2004
GE Capital - Commercial Asset Funding 1996 - 2003
First National Bank of Maryland May 1989 - May 1996
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending, Credit Analysis, Commercial Mortgages, Asset Based Lending, Lines Of Credit, Middle Market, Credit Risk, Portfolio Management, Loan Origination, Underwriting, Treasury Management, Banking, Interpersonal Skill, Cash Management, Financial Risk, Mortgage Banking, Mortgage Lending, Financial Services, Risk Management, Retail Banking
Education
University of Baltimore 1987 — 1989
MBA, Business
University of Richmond 1983 — 1987
BA, Political Science
The National Bank of Waupun July 2010 - Present
Sovereign Bank March 2006 - June 2010
Advanced Energy Control January 2003 - March 2006
Fleet Capital Corporation August 1996 - January 2003
Merrill Lynch Business Financial Services February 1989 - August 1996
Associates Commercial Corporation August 1986 - February 1989
Skills
Commercial Lending, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Loan Origination, Banking, Mortgage Lending, Portfolio Management, Lines Of Credit, Mortgage Banking, Underwriting, Cash Management, Consumer Lending
Education
Graduate School of Banking - UW Madison 2012 — 2014
Graduate, Banking and Financial Support Services
DePaul University 1989 — 1993
MBA, Finance
Dordt College 1982 — 1986
B.A., Business Administration
Marsh, Berry & Company March 2006 - Present
Merrill Lynch Business Financial Services August 2003 - March 2006
First National Bank of America May 2002 - July 2003
Education
Grand Valley State University
Master's, Accounting (M.S.A.)
Michigan State University 1999 — 2002
Bachelor's, Finance
Primerica, Inc. November 2000 - Present
Merrill Lynch Business Financial Services December 1986 - June 2000
Continental Bank July 1977 - December 1986
Skills
Financial Education, Financial Services, Portfolio Management, Insurance, Customer Service, Leadership, Team Building, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1998 — 1999
KMI, Executive Program
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
DePaul University 1973 — 1977
BSC, Accounting & Management
William Howard Taft High School 1969 — 1973
MB Financial Bank November 2010 - Present
USA Triathlon January 2014 - Present
Charter National Bank & Trust January 2010 - November 2010
Independent Bankers' Bank (TIB) July 2005 - December 2009
Gatorade Sports Science Institute 2001 - 2008
Merrill Lynch Business Financial Services March 1997 - June 2005
First of America Bank - Illinois September 1995 - March 1997
Skills
Credit, Portfolio Management, Credit Risk, Risk Management, Commercial Lending, Financial Analysis, Finance, Commercial Banking, Loans
Education
Illinois State University 1991 — 1995
B.S., Finance, Economics (Minor)
www.lightofdusk.com February 2011 - Present
ThoughtWorks August 2010 - February 2011
TEKsystems, Inc. May 2006 - October 2009
Merrill Lynch Business Financial Services February 2001 - April 2006
LaSalle Bank 2000 - 2001
Skills
Talent Acquisition, Recruiting, Sourcing, Technical Recruiting
Education
Marquette University 1995 — 1999
Finance/International Business, Business Administration
Citi Private Bank June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2003 - June 2010
PNC Advisors March 2002 - April 2003
The Bank of New York November 1989 - February 2002
Putnam Trust Company 1996 - 2000
Merrill Lynch Business Financial Services October 1984 - November 1989
Education
Providence College
Bachelor of Arts (B.A.), Humanities
GE Capital October 2011 - Present
GE Capital December 2009 - October 2011
GE Capital March 2007 - December 2009
RBS Citizens Bank November 2004 - February 2007
Bank One October 2001 - September 2004
Bank One April 1999 - October 2001
Bank One February 1996 - April 1999
Merrill Lynch Business Financial Services August 1993 - February 1996
Skills
Asset Based Lending, Credit, Credit Risk, Finance, Financial Risk, Loans, Portfolio Management, Management, Risk Management, Commercial Banking, Banking, Credit Analysis, Financial Analysis
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Accounting, Entrepreneurship, Finance
Marquette University 1987 — 1991
BS, Finance
Meritas International Family of Schools November 2014 - Present
Meritas Family of Schools December 2010 - November 2014
FTI Consulting January 2010 - July 2010
FTI Consulting August 2007 - December 2009
Merrill Lynch Business Financial Services July 2002 - July 2005
Skills
Financial Modeling, Due Diligence, Cash Flow, Restructuring, Budgeting, Cash Flow Forecasting, Capital Budgeting, Financial Analysis, Mergers, Corporate Finance, Business Strategy, Strategic Planning, Credit, Business Planning, Financial Planning, Forecasting, Acquisition Integration, Strategy Development, New Business Development, Process Improvement, Excel, Mergers & Acquisitions, Strategy, Budgets, Strategic Financial..., Cross-functional Team...
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
University of Wisconsin-Madison - School of Business 1998 — 2002
BBA
University of Wisconsin-Waukesha August 2011 - Present
Madison Metropolitan School District August 2010 - August 2011
DeKalb School District August 2008 - August 2010
Merrill Lynch Business Financial Services January 1997 - August 2002
Skills
Teaching, Higher Education, Curriculum Development, Public Speaking, Research, Community Outreach, Psychology, Staff Development, Curriculum Design, SPSS
Education
Northern Illinois University 2002 — 2008
Ph.D., Psychology
Dundee Crown
Build a Pipeline 2003 - Present
Guided HealthCARE, a Nursing corporation July 2012 - Present
Stokley Properties July 2013 - November 2014
Kelly St. Germain October 1998 - January 2003
Entertainment Publications December 1991 - April 1998
Merrill Lynch Business Financial Services May 1990 - September 1991
Entertainment Publications January 1989 - May 1990
Equibank (now PNC Financial) 1988 - 1989
Equibank (now PNC Financial) 1987 - 1988
Skills
Lead Generation, Marketing, Business Development, Marketing Strategy, Management, Training, Email Marketing, Customer Service, Online Marketing, Social Media
Education
COMMUNITY APPOINTMENTS Commissioner, City of Pleasant Hill Education Commission
University of Pittsburgh
Bachelor Degree, Business Administration
PayNet, Inc. October 2013 - Present
Hyundai Construction Equipment Americas, Inc. March 2011 - September 2013
Pennsylvania Life July 2010 - March 2011
GE Commercial Finance October 2001 - February 2009
Heller Financial 1993 - 2001
Sanwa Business Credit Corporation 1987 - 1993
Merrill Lynch Business Financial Services 1981 - 1987
Skills
Credit, Negotiation, Contract Negotiation, Problem Solving, Financial Analysis, Team Building, Finance, Program Management, Management, Business Development, Strategic Planning, Financial Services
Education
Boston College
BS, Finance
Michigan State University - The Eli Broad College of Business
MBA, Marketing
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney June 2006 - February 2011
Merrill Lynch Business Financial Services July 1997 - June 2006
PNC Financial Services Group 1996 - 1997
Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities
Education
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship
Merrill Lynch Business Financial Services AVPMerrill Lynch2004 - 2006
Education
Michigan State University - The Eli Broad College of Business 1997 — 2001
Harley Davidson Financial Services November 2007 - Present
Merrill Lynch Business Financial Services January 2006 - September 2007
Merrill Lynch Capital February 2002 - December 2005
Small Business Owner September 2001 - July 2002
GE Financial Assurance December 1999 - April 2001
Transamerica 1997 - 1999
GE Capital 1995 - 1997
GE Capital May 1994 - December 1995
GE Capital December 1991 - May 1994
GE Capital June 1985 - December 1991
Skills
Financial Risk, Credit Risk, Mergers & Acquisitions, Change Management, Leadership, Credit Cards, Business Analysis, Start-ups, Credit Analysis, Portfolio Management, Banking, Pricing, Loans, Underwriting, Financial Analysis, Risk Management, Financial Services, Credit
Education
Northwestern University 2013 — 2013
Certificate, Kellogg Executive Education: Corporate Governance - Effectiveness in the Boardroom
Northwestern University 1986 — 1993
BSGS, Economics
Bank of America Merrill Lynch August 2015 - Present
US Trust, Bank of America Private Wealth Management July 2012 - Present
5414 Productions May 2008 - Present
Merrill Lynch Private Banking and Investment Group July 2010 - September 2012
Merrill Lynch and Co., a subsidiary of Bank of America Corp March 2009 - July 2010
Merrill Lynch & Co. July 2007 - March 2009
Merrill Lynch, Business Financial Services May 2005 - July 2007
Citigroup December 2003 - December 2004
Citigroup October 2001 - December 2003
Old Kent Bank December 1996 - December 1999
Skills
New Business Development, Certified Project..., Strategic Planning, Business Development, Forecasting, Change Management, Budget, Analytics
Education
University of Notre Dame, Notre 2000 — 2001
Master of Business Administration, Finance and Investments
DePaul University 1998 — 2000
Bachelor of Science, Finance
JP Morgan Private Bank August 2007 - Present
Morgan Stanley March 2004 - July 2007
Merrill Lynch Business Financial Services January 1991 - December 2003
First Chicago December 1989 - January 1991
Skills
Portfolio Management, Capital Markets, Wealth Management, Finance, Credit, Sales, Equities, Series 7
Education
Loyola University Chicago 1990 — 1993
MBA, Accounting
University of Iowa 1984 — 1988
BBA, Finance
National Finance Associates, LLC June 2008 - Present
National Franchise Acceptance June 2005 - June 2008
Merrill Lynch Business Financial Services February 2003 - June 2005
Merrill Lynch Business Financial Services November 2001 - February 2003
Skills
Credit Analysis, Financial Modeling, Commercial Lending, Credit Risk, Portfolio Management, Credit, Loans, Underwriting, Capital Markets, Financial Structuring, Financial Analysis, Commercial Banking, Financial Risk, Banking, Asset Managment, Asset Based Lending, Corporate Finance, Finance, Structured Finance, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
BS, Finance
Calamos Investments May 2013 - Present
Chicago Fundamental Investment Partners February 2009 - November 2012
Mulligan Partners LLC October 2006 - February 2009
Ritchie Capital May 2005 - September 2006
SAM Investments/The Hampshire Company October 2001 - April 2005
SAM Investments/The Hampshire Company June 2000 - October 2001
Calamos Asset Management March 1994 - May 2000
Merrill Lynch Business Financial Services August 1990 - March 1994
Merrill Lynch Business Financial Services November 1987 - August 1990
Skills
Portfolio Management, Investments, Equities, Securities, Trading, Investment Strategies, Financial Structuring, Private Equity, Options, Hedge Funds, Structured Finance, Investment Banking, Risk Management, Financial Modeling
Education
University of Chicago Graduate School of Business
Master of Business Administration, Finance
University of Illinois
Bachelor of Arts, English Literature
HFF January 2013 - Present
HFF January 2012 - December 2012
Holliday Fenoglio Fowler May 2008 - December 2011
Merrill Lynch Capital - Real Estate Finance August 2005 - November 2007
Merrill Lynch Business Financial Services July 2000 - August 2005
Skills
Real Estate, Real Estate Transactions, Investment Properties, Disposition, Real Estate Development, Commercial Real Estate, Brokerage, Valuation, Leases, Real Estate Financing, Due Diligence, Asset Management, Investments, Corporate Real Estate, Financial Modeling, Property Management, CMBS, Appraisals, Underwriting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA, Concentration: Real Estate Finance and Investments
University of Wisconsin-Madison 1996 — 2000
BA, Finance, Investment and Banking
Merrill Lynch Business Financial Services August 2005 - October 2007
Aon February 2003 - July 2005
Education
Northeastern Illinois University 1999 — 2003
MA, English Composition
University of Illinois at Chicago 1990 — 1995
Merrill Lynch Capital December 2005 - November 2008
Merrill Lynch Business Financial Services 1999 - 2005
Northern Trust Company February 1999 - December 1999
Education
Illinois State University 1992 — 1997
BS, Finance
Robert Morris University - Illinois 1990 — 1991
AAS, Accounting
Building Service 32BJ Benefit Funds November 2008 - Present
Affiliated Computer Services May 2005 - August 2008
Mellon HR Solutions June 1999 - May 2005
ADP- Employer Services Division August 1996 - April 1999
Merrill Lynch- Business Financial Services August 1989 - August 1996
Mutual Benefit Life Insurance Company June 1979 - August 1989
St. Aloysius Elementary School September 1973 - June 1979
Skills
ERISA, Outsourcing, CRM, Contract Management, Management, Policy, Pensions, Defined Benefit, Deferred Compensation, Risk Management, Defined Contribution, Vendor Management, Due Diligence, Process Improvement, Employee Benefits
Education
New Jersey City University 1969 — 1973
BA, Elementary Education, Psychology
PNC Financial Services Group 2011 - Present
Bank of America 2008 - 2011
LaSalle Bank 1993 - 2007
Merrill Lynch Business Financial Services 1990 - 1993
Fidelcor Business credit 1986 - 1989
Skills
Loans, Commercial Lending, Commercial Banking, Financial Institutions, Middle Market, Financial Structuring, Small Business Lending, Sales Management, Credit, Mergers & Acquisitions, Working Capital..., Banking, Management, Credit Analysis, Portfolio Management, Finance
Education
University of Wisconsin-Madison 1995 — 1997
GSB, Graduate School of Banking
DePaul University 1985 — 1987
MBA, Business
Indiana University Bloomington 1980 — 1984
Wayne HS 1977 — 1980
Charter One Bank - Royal Bank of Scotland group January 2005 - Present
Charter One Bank 2005 - Present
Harris Bank March 2003 - December 2004
Merrill Lynch Business Financial Services May 2000 - March 2003
Old Kent Financial January 1999 - May 2000
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S. Finance, Finance
Universidad de Granada
Concentration in Spanish
McLachlan, Rissman & Doll April 2005 - Present
Merrill Lynch Capital 2004 - 2005
Merrill Lynch Business Financial Services 2002 - 2004
Citi April 2001 - April 2002
First American Real Estate Tax Service 1995 - 2000
Skills
Tax, CPA, Tax Research, Financial Statements, Corporate Law, Accounting, State Tax, Trusts, Portfolio Management, Finance, Banking, Corporate Finance, S Corporations, Process Improvement, Financial Modeling, Due Diligence, Financial Analysis, Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MST, Taxation
3F Corporation December 2008 - Present
Park National Bank July 2007 - August 2008
LaSalle Bank July 2004 - July 2007
Merrill Lynch Business Financial Services June 2000 - July 2004
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Finance
First Midwest Bank January 2014 - Present
The PrivateBank and Trust Company January 2011 - December 2013
The PrivateBank and Trust Company March 2010 - January 2011
Cole Taylor Bank September 2001 - March 2010
Merrill Lynch Business Financial Services August 1996 - May 2001
First Bank and Trust Company of Illinois January 1992 - August 1996
Skills
Loans, Banking, Commercial Banking, PowerPoint, Excel, Compliance, Finance, Microsoft Excel, Commercial Mortgages, Commercial Lending, Financial Analysis, Due Diligence, Credit, Management, Portfolio Management, Credit Analysis, Mortgage Lending, Risk Management, Small Business Lending, Financial Risk, Consumer Lending, Investments, Loan Origination
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Palatine High School 1980 — 1984
RiverBanc LLC April 2011 - Present
Bridger Commercial Funding May 2009 - March 2011
First Eagle Bank May 2003 - May 2009
Merrill Lynch Business Financial Services 1990 - 2002
Education
University of Southern California 1986 — 1990
BS, Finance
Buffalo Grove HS
The PrivateBank and Trust Company September 2009 - March 2010
Merrill Lynch Capital June 2007 - November 2008
Merrill Lynch Business Financial Services May 1992 - May 2007
Education
University of Illinois at Urbana-Champaign - College of Business
Deutsche Leasing USA March 2009 - Present
GE Capital October 2001 - February 2009
Heller Financial September 1997 - October 2001
GE Capital April 1990 - September 1997
Merrill Lynch Business Financial Services 1986 - 1989
Pathway Financial 1985 - 1986
Education
The University of Chicago 1983 — 1986
MBA, Finance
Northern Illinois University 1978 — 1982
BS, Finance
Cosmi Corporation March 2008 - Present
First Federal Bank of California August 2006 - December 2007
Merrill Lynch Business Financial Services June 1990 - July 2006
Education
Georgetown University 1983 — 1986
BA, Classics
BancorpSouth January 2011 - Present
Regions Bank August 2009 - January 2011
GE Capital August 2007 - February 2009
Merrill Lynch July 2006 - August 2007
Merrill Lynch Business Financial Services January 2006 - August 2007
Merrill Lynch Business Financial Services October 2004 - December 2005
Merrill Lynch Business Financial Services July 2001 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
BS, Finance
Bank of America November 2002 - March 2011
Merrill Lynch Business Financial Services November 1999 - July 2002
Skills
Portfolio Management, Credit, Commercial Lending, Credit Analysis, Credit Risk, Loans, Financial Analysis, Mortgage Lending, Small Business Lending, Commercial Banking, Loan Origination, Banking
Education
Queens University of Charlotte 2003 — 2005
MBA, Marketing
Butler University 1994 — 1998
Bachelor of Science, Finance, Cum laude
University of Westminster
Study Abroad, Economics
University High School; Normal, IL
K&S Consulting (Self employed) July 2009 - Present
Merrill Lynch & Co. November 2004 - April 2009
Merrill Lynch Business Financial Services March 2003 - November 2004
Transamerica Distribution Finance March 1999 - March 2003
Education
Northern Illinois University 1985 — 1990
B.S., Finance; Minor-Economics
FirstMerit Bank August 2011 - Present
Charter One Bank January 2005 - February 2010
Harris Bank May 2003 - December 2004
Merrill Lynch Business Financial services May 2000 - May 2003
Old Kent Bank January 1999 - May 2000
Skills
Commercial Banking, Banking, Portfolio Management, Commercial Mortgages, Commercial Lending, Real Estate, Financial Risk, Credit, Small Business Lending, Financial Services, Retail Banking, Business Development, Loans, Credit Analysis, Cross Selling, Commercial Real Estate, Treasury Management, Risk Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Bachelor's, Finance
Universidad de Granada
Minor, Spanish
Baker & McKenzie July 2010 - Present
AYUSA Global Exchange (Internship) January 2009 - June 2009
Merrill Lynch Business FInancial Services October 2006 - June 2008
Skills
Microsoft Office, Legal Writing, Legal Research, Microsoft Excel, Microsoft Word, Litigation, PowerPoint, Corporate Law, Civil Litigation, Public Speaking
Education
Loyola University Chicago 2011 — 2012
Paralegal Certificate, Litigation
University of Illinois at Chicago 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters, A
Astorino Financial Group/ LPL Financial February 2013 - Present
Affinity Investment Advisors January 2011 - February 2013
Morgan Stanley Investment Managment June 2003 - January 2011
MSIM Managed Accounts January 2002 - June 2003
GWM Investment Advisory Services January 1996 - January 2002
Investment Consulting Services January 1993 - January 1996
Merrill Lynch Business Financial Services January 1989 - January 1993
Merrill Lynch January 1986 - January 1989
SHEARSON LEHMAN BROTHERS January 1983 - January 1985
Merrill Lynch January 1981 - January 1983
Skills
Retirement Planning, Product Management, Marketing Strategy, Financial Advisory, Series 63, Management, Alternative Investments, Hedge Funds, Sales, Series 24, Marketing, Mutual Funds, Series 7, Investment Management, Wealth Management, Investments, Asset Allocation, Investment Advisory, FINRA, Securities, Strategic Financial..., Finance, Insurance, Estate Planning, Equities, Investment Strategies, Fixed Income, ETFs
Education
St. Francis College
BA, Cum Laude, Political Science
GE Capital November 2012 - Present
American Enterprise Bank November 2010 - November 2012
Bayview Asset Management September 2010 - November 2010
Amcore Bank 2004 - 2010
Harris Bank 1991 - 2004
Merrill Lynch Business Financial Services 1988 - 1991
Household Commercial Financial Services, n/k/a HSBC 1986 - 1988
Skills
Business Management, Negotiation, Financial Management, Banking, Problem Solving, Account Management, Business Analysis, Team Leadership, Financial Analysis, Credit, Risk Management, Commercial Lending, Customer Service, Strategic Planning, Management, Loans, New Business Development, Real Estate, Team Building, Managerial Finance, Real Estate Financing, Sales, Leadership
Education
DePaul University
M.B.A., Finance & International Business