Merrill Lynch Capital
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Merrill Lynch Capital Employees
NXT Capital June 2010 - Present
GE Real Estate February 2008 - March 2009
Merrill Lynch Capital March 2006 - February 2008
ING Clarion Partners September 2004 - June 2005
Skills
Financial Modeling, Real Estate, Commercial Real Estate, Asset Management, Mergers & Acquisitions, Finance, Financial Analysis, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Emory University 1999 — 2003
BA
US Bank November 2008 - Present
Merrill Lynch Capital 2004 - 2008
MortgageRamp 2001 - 2004
Education
Georgia Institute of Technology 1985 — 1989
Morningstar April 2013 - Present
Morningstar July 2011 - April 2013
Morningstar July 2007 - July 2011
Merrill Lynch Capital March 2005 - July 2007
Skills
Financial Services, Marketing Communications, Marketing, Integrated Marketing..., Strategic Communications, Marketing Strategy, Brand Management, Strategy, Leadership, Marketing Management, Marketing Research, Analytics, Strategic Partnerships, Product Marketing, CRM, B2B Marketing, Segmentation, Lead Generation, Product Management
Education
Northwestern University 2010 — 2012
Master of Science, Integrated Marketing Communications
University of Kansas 1999 — 2003
Bachelor of Science in Journalism, Strategic Communications
Loyola Academy
Nations Equipment Finance May 2013 - Present
Douglas T. Peck & Assoc., LLC February 2009 - Present
TS Lighting June 2012 - May 2013
TS Sports September 2009 - May 2013
CIT Group Inc. February 2008 - October 2008
Merrill Lynch Capital May 2002 - January 2008
Heller Financial Services, Inc. May 2000 - May 2002
Dana Commercial Credit Corporation 1989 - 1995
Skills
Asset Based Lending, Credit, Loans, Portfolio Management, Commercial Lending, Loan Origination, Financial Structuring, Finance, Capital Markets, Asset Managment, Corporate Finance, Leadership, Financial Services, Investments, Banking, Commercial Banking, Credit Analysis, Risk Management, Structured Finance, Credit Risk, Executive Management, Asset Management
Education
Rice University
BA, History & Political Science
GE Capital 2006 - 2009
Merrill Lynch Capital 2002 - 2006
Heller Financial 1998 - 2002
Chicago Title 1994 - 1998
Skills
Review title and survey, Loans, Document Drafting, Loan Closings, Loan Auditing, Bookings, Real Estate Due..., Commercial Real Estate, Due Diligence, Commercial Lending, Commercial Mortgages, Investments, Real Estate, Credit, Loan Origination, Real Estate Economics
Education
University of Illinois at Chicago
BA
GE Capital 2008 - Present
Merrill Lynch Capital 2007 - 2008
Fairman Consulting LLC January 2004 - February 2007
Bank One August 1984 - December 2003
Skills
Environmental Risk, Risk Management, Construction, Loans, Management, Microsoft Excel, Portfolio Management, Banking, Budgets, Credit Risk, Customer Service, Vendor Management, Asset Managment, Recruiting, Management Consulting, Asset Management, Finance, Due Diligence, Valuation, Real Estate Economics, Mergers & Acquisitions, Financial Analysis, Project Management
Education
Texas A&M University 1979 — 1983
Bachelor of Science, Building Construction
Tideline Partners 2013 - Present
GE Capital 2006 - 2013
Merrill Lynch Capital 2005 - 2006
Sperry Van Ness 2003 - 2005
Realty Income Corporation 2002 - 2003
Hewlett-Packard 2000 - 2001
Skills
Real Estate, Real Estate Investment, Portfolio Management, Debt, Structured Finance, Underwriting, Team Leadership, Operations Management, Asset Management, Investments, Financial Modeling, Real Estate Economics, Financial Analysis, Due Diligence, Commercial Real Estate, Investment Properties, Business Development, Finance, Mortgage Lending, Valuation, Mergers & Acquisitions, Market Research, Leadership, Analysis, Management, Loans, Private Equity, Financial Structuring
Education
San Diego State University-California State University 2001 — 2003
MBA, Finance
California State University San Marcos 1997 — 2001
BS, Information Technology
Aginity LLC October 2011 - Present
Northwestern University October 2010 - November 2011
Tahoe Partners June 2008 - October 2010
Merrill Lynch Capital July 2005 - August 2008
Acxiom October 2004 - July 2005
Allstate Insurance / Interlink Corp February 2003 - October 2004
d. Diversified Services 2000 - 2003
Skills
SQL, MDX, OLAP, ETL, ELT, Enterprise Architecture, BI, Data Warehousing, Kimball Methodology, Data Marts, Netezza, Oracle, MSSQL Server, Cognos, Operations, Process Management, Release Management, Agile, Data Modeling, Dashboards, Scorcards, Tufte Philosophizing, Big Data, Informatica, Data Stage, Team Leadership, Microstrategy, Segmentation, Propensity Modelling, MPP, Offshore Software..., Business Intelligence, Erwin, Hadoop, Dashboard, Microsoft SQL Server, Agile Methodologies, Perl, SSIS, Business Intelligence..., Databases, T-SQL, SSRS, ESL, Dimensional Modeling, Relational Databases, Data Mining, Teradata, Analytics, Master Data Management
Education
Purdue University 1999 — 2004
BS, Computer Science
Pleasant Valley High School 1995 — 1999
highschool degree
Fifth Third Bank November 2014 - Present
Fifth Third Bank April 2011 - October 2014
Northern Trust February 2008 - May 2011
Merrill Lynch Capital July 2002 - July 2007
Weber Shandwick October 1998 - March 2002
Skills
Portfolio Management, Commercial Banking, Relationship Management, New Business Development, Credit, Credit Analysis, Loans, Commercial Lending, Banking, Investments, Financial Analysis, Asset Management, Capital Markets, Financial Modeling, Risk Management, Financial Services, Underwriting, Valuation, Credit Risk, Corporate Finance, Investment Banking, Treasury Management, Insurance, Series 7
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
BA
Powers Catholic
Retired May 2013 - Present
Wells Fargo Bank September 2012 - Present
Wells Fargo November 2008 - August 2012
merrill lynch April 2004 - February 2008
Merrill Lynch Capital 2004 - 2008
Perl Mortgage 2004 - 2004
Equity Residential Properties Trust 1995 - January 2001
Starlight Children's Foundation 1995 - 2001
Equity Residential 1995 - 2000
Rosenberg & Liebentritt 1992 - 1995
Skills
Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Loans, REO, Acquisitions, Portfolio Management, Management, Investments, Foreclosures, Asset Management, Property Management, Risk Management, Mortgage Lending, Investment Properties, Credit, Valuation
Education
Loyola University Chicago School of Law
MJ, Real Estate & Business Law Concentration
University of Illinois at Urbana-Champaign 1977 — 1982
BA, Interior Architecture
Ares Management LLC 2015 - Present
First Capital 2014 - 2015
Celtic Capital Corporation 2011 - 2013
Citibank 2010 - 2011
The Riverside Company 2006 - 2010
Merrill Lynch Capital 2004 - 2006
Education
State University of New York at Buffalo - School of Management
BS, MBA, Business Administration
Wintrust Financial June 2014 - Present
North Community Bank September 2013 - June 2014
Loan Management Solutions November 2010 - August 2013
IBT Group, LLC July 2010 - November 2010
West Monroe Partners February 2009 - July 2009
Merrill Lynch Capital March 2007 - October 2008
Merrill Lynch Capital December 2005 - March 2007
Skills
Underwriting, Valuation, Asset Managment, Real Estate Economics, Loans, Structured Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Due Diligence, Financial Reporting, Forecasting, Strategic Planning, Real Estate, Project Management, Microsoft Excel, Data Analysis, Risk Management, Asset Management, Banking, Credit, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
Masters of Business Administration, Finance & Real Estate Finance and
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Arts, Finance
JPMorgan Chase December 2013 - Present
The PrivateBank April 2010 - November 2013
Harris Bank January 2010 - March 2010
Catholic Church Extension Society September 2009 - January 2010
Merrill Lynch Capital February 2002 - December 2008
Heller Financial August 1987 - October 2001
Skills
Loans, Risk Management, Finance, New Business Development, Leadership, Customer Service
Education
Cornell College 1980 — 1984
business, economics; political science
MidCap Financial, LLC September 2008 - Present
Merrill Lynch Capital 2004 - 2008
GE Capital 2001 - 2004
Heller Financial, Inc. April 1993 - October 2001
Education
Georgia Institute of Technology 1988 — 1990
Masters, Urban Planning and Real Estate
University of Wisconsin-Madison 1983 — 1987
BS, Economics
U.S. Bank February 2014 - Present
GE Capital Bank October 2011 - January 2014
GE Capital Bank November 2009 - October 2011
Bank of America Merrill Lynch July 2009 - October 2009
Merrill Lynch Bank USA April 2004 - June 2009
Merrill Lynch Capital 2004 - 2008
Merrill Lynch Capital 2002 - 2004
Dell Financial Services 1997 - 1999
Skills
Banking, Risk Management, Financial Risk, AML, Due Diligence, Compliance, FCRA, HMDA, ECOA, Financial Services, Regulatory Requirements, Financial Regulation, UDAP, Operational Risk..., Auditing, Operational Risk, Anti Money Laundering, Management, Credit
Education
Loyola University Chicago School of Law
Juris Doctorate
Butler University - College of Business Administration 1987 — 1990
B.A., Professional Speech Communications, English, French
Bank of America August 2013 - Present
Fifth Third Bank September 2012 - April 2013
Wells Fargo October 2011 - August 2012
Mom - Personal July 2010 - September 2011
Cap Gemini Sogeti / Toronto Dominion (TD) Bank December 2009 - June 2010
Dresdner Kleinwort August 2007 - August 2008
Comerica 2007 - 2008
Merrill Lynch Capital January 2005 - May 2007
GE Commercial Finance May 2002 - February 2005
Advanced Information Resources February 1998 - February 2002
Skills
Quality Assurance, Integration, Risk Management, Systems Analysis, Banking, Management, Visio, Business Requirements, Loans, Credit, Business Analysis, Business Process, Team Building, Portfolio Management, Testing
Education
California State University-Fullerton 1984 — 1989
BA, Business Administration
Barney & Barney, LLC April 2012 - July 2013
Merrill Lynch Capital February 2006 - May 2008
CitiCapital December 2002 - January 2006
Skills
Event Planning, Microsoft Word, Email Marketing, New Business Development, Event Management, Microsoft Excel, Training, Social Media Marketing, Budgets, Marketing Communications, Insurance, Marketing, Sales, Process Improvement, Contract Negotiation, Customer Service, Marketing Strategy, Account Management, CRM, Leadership, Advertising, Team Building
Education
Brandman University, Part of the Chapman University System 2013 — 2014
Master of Business Administration (M.B.A.), Emphasis in Marketing
California State University San Marcos 1998 — 2001
BA, Psychology
J.L. Tokarz Consulting LLC November 2014 - Present
Adam James International January 2013 - November 2014
First Western Financial, Inc. September 2010 - May 2012
Quiznos January 2010 - July 2010
Merrill Lynch Capital May 2005 - December 2008
Standard Parking Corporation August 2002 - May 2005
CBIZ 1997 - 2002
Skills
SOX, Auditing, Accounts Payable, Cash Management, Cash Flow, Financial Reporting, Data Conversion, Corporate Tax, Process Improvement, General Ledger..., Accounting, Account Reconciliation, Technical Documentation, General Ledger
Education
Northwestern University - Kellogg School of Management 2003 — 2006
MBA, Finance & Mgmt Strategy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
BS, Accountancy
Texas A&M University 1993 — 1994
CIT Group June 2011 - Present
Capital One Leverage Finance June 2008 - July 2011
Merrill Lynch Capital December 2003 - March 2008
IBJ Whitehall 1997 - 2003
Education
Columbia University in the City of New York 1987 — 1991
BA, Economics
Hofstra University 1995 — 1998
MBA, Banking and Finance
RE/MAX May 2013 - Present
BankFinancial November 2012 - April 2015
Coldwell Banker Honig-Bell May 2011 - May 2013
Dream Team Builders and Developers, LLC. January 2008 - November 2010
Merrill Lynch Capital October 2002 - March 2008
Mercer Human Resource Consulting 2000 - 2002
Marquette National Bank 1999 - 2000
Bank Of America, f.k.a. Sanwa Business Credit Corporation 1997 - 1999
Skills
Real Estate, Portfolio Management, Due Diligence, Finance, Investment Properties, Management, Loans, Mortgage Lending, Asset Management, Leadership, Commercial Real Estate, Accounting, Residential Homes, Process Improvement, New Business Development, Sellers, Accounts Payable, Property
Education
Saint Xavier University 1992 — 1996
Bachelor, Science
Independent Contractor June 2012 - Present
SSA & Company June 2011 - June 2012
GE Capital February 2008 - June 2011
Merrill Lynch Capital January 2006 - February 2008
US Bank September 2004 - January 2006
US HealthWorks March 2001 - April 2002
Skills
Process Improvement, Business Analysis, Training, Data Analysis, Commercial Finance, Internal Communications, Requirements Gathering, Team Facilitation, Technical Communication, Private Sector, Public Sector, Black Belt, Wine, Transactional Lean..., Interviewing Subject..., Project Scope..., Usability Testing, Heuristic Evaluation, Process Flow..., Project Charters, Business Case..., Interpersonal Skills
Education
University of Denver
Graduate Certificate, Web Design and Development
Xavier University
Master of Business Administration (M.B.A.)
Ohio University
Bachelor's Degree, Communications
NXT Capital May 2015 - Present
GE Capital May 2013 - May 2015
GE Capital December 2011 - May 2013
GE Capital January 2010 - December 2011
GE Capital May 2008 - January 2010
Merrill Lynch Capital September 2003 - April 2008
GE Captial 2001 - 2003
Heller Financial 2000 - 2001
Paragon Solutions 1999 - 2000
Sanwa Bank 1998 - 1999
Skills
Credit Risk, Credit, Banking, Loans, Risk Management, Commercial Lending, Credit Analysis, Asset Based Lending, Financial Services, Commercial Banking, Financial Risk, Capital Markets, Account Reconciliation
Education
Northwestern University
BS, Organizational Behavior
One Call Care Management November 2012 - Present
One Call Medical April 2012 - October 2012
One Call Medical September 2011 - April 2012
York Risk Services Group March 2008 - September 2011
Merrill Lynch Capital 2006 - 2008
Merrill Lynch May 2002 - February 2006
Arthur Andersen 1994 - 2002
Skills
Mergers, Mergers & Acquisitions, Risk Management, Strategic Planning, Financial Analysis, Leadership, Strategy, Sourcing, Due Diligence, Integration, Insurance, New Business Development, Financial Modeling, Management
Education
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
BS with Honors, Accountancy
CapX Partners September 2014 - Present
CapX Partners September 2008 - September 2014
Merrill Lynch Capital May 2007 - August 2008
Trading Technologies 2003 - 2007
Skills
Accounting, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy, Organizational Mgmt
Purdue University - Krannert School of Management 1999 — 2003
BS, Accounting
Highland High School 1995 — 1999
Century 21 Pride Realty February 2008 - Present
Merrill Lynch Capital 2006 - 2008
Fimat 2001 - 2006
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Heller Financial 1999 - 2001
Northern Trust August 1998 - November 1999
Skills
Corporate Finance, Buyer Representation, Banking, Real Estate, Investment Properties, Single Family Homes, Investments, Investors, Strategic Planning, Condos, Real Estate Transactions, REO, Commercial Lending, Portfolio Management, First Time Home Buyers, Referrals, Foreclosures, Short Sales, Sellers, Loans, Relocation, Residential Homes, FHA, Listings, Selling, Luxury, Property
Education
Eastern Illinois University 1996 — 1998
Bachelor, Finance
College of DuPage 1993 — 1996
Associate
NXT Capital January 2015 - Present
NXT Capital April 2014 - Present
NXT Capital February 2013 - April 2014
NXT Capital March 2010 - February 2013
Northern Trust March 2009 - March 2010
Merrill Lynch Capital October 2006 - December 2008
LaSalle Bank November 2003 - October 2006
Skills
Financial Modeling, Financial Analysis, Process Improvement, Banking, Portfolio Management, Private Equity, Finance, Corporate Finance, Credit, Loans, Due Diligence, Valuation, Investments, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Investment Management
The University of Chicago 2005 — 2006
Continuing Education, Business
University of Illinois at Urbana-Champaign 1999 — 2003
BA, Economics, Spanish
Sabre Corporation 2011 - Present
Hilton Worldwide (Corporate Office) 2010 - 2011
BAI 2008 - 2009
Merrill Lynch Capital 2004 - 2008
Preferred Hotel Group 2000 - 2004
Terlato Wines International 1998 - 2000
Skills
Marketing, Marketing Communications, Advertising, Email Marketing, Integrated Marketing, Social Media Marketing, Marketing Strategy, Event Management, Digital Marketing, Direct Marketing, Public Relations, Media Relations, CRM, Online Advertising, Trade Shows, Corporate Communications, Online Marketing, Copywriting, Account Management, Internal Communications, Social Media, Lead Generation, Relationship Marketing, Strategic Partnerships, Product Marketing, Strategy, Marketing Management, Brand Management, Strategic Communications, B2B, Media Planning, E-commerce, Competitive Analysis, Digital Strategy, Event Planning
Education
Buffalo Grove High School
University of Kansas
B.S.
Golub Capital BDC, Inc. November 2007 - Present
Merrill Lynch Capital November 2006 - November 2007
Antares Capital Corporation 2002 - 2006
Heller Financial 1995 - 2002
KPMG 1990 - 1994
Skills
Strategic Planning, Private Equity, Strategic Financial..., Finance, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Capital Markets, Portfolio Management, Investments
Education
Hope College 1986 — 1990
Bachelor's, Accounting
Chicago Title Insurance Company August 2004 - Present
Merrill Lynch Capital April 2002 - August 2004
Equity Residential April 1998 - April 2003
Skills
Real Estate Transactions, Investment Properties, Investors, Commercial Real Estate, Sellers, Condos, Real Estate Development, Brokerage, New Business Development, Contract Negotiation, First Time Home Buyers, Real Estate, Valuation, Due Diligence, Closings, Foreclosures, Finance, Short Sales, Disposition, Mergers & Acquisitions, Escrow, Negotiation, Mortgage Lending, Residential Homes, Leases, REO, Marketing, Sales, Mortgage Banking, Selling, Title Insurance, Real Property, Asset Management, Single Family Homes, Tenant, Location Intelligence, Real Estate Financing, Property Management, Investments, Loans, Underwriting, Refinance, Legal Writing, Corporate Real Estate, Real Estate Economics, Corporate Law
Education
Eastern Illinois University 1987 — 1991
BA, Political Science
Landmark Properties - Athens, Georgia June 2010 - Present
Place Properties March 2008 - June 2010
Merrill Lynch Capital 2003 - February 2008
Regions Financial May 2000 - February 2003
Education
The University of Georgia 1996 — 2000
BBA, Finance
NXT Capital January 2010 - Present
Merrill Lynch Capital November 2001 - February 2008
Merrill Lynch 2001 - 2008
Heller Financial 1990 - 2001
Price Waterhouse July 1987 - April 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Business Administration (MBA), Finance and Marketing
University of Northern Iowa 1984 — 1987
B.A., Accounting
Urban Partnership Bank February 2012 - Present
Cohen Financial 2008 - February 2012
Merrill Lynch Capital 2005 - 2008
Cosmopolitan Bank 2004 - 2005
Wrightwood Capital 1999 - 2004
Skills
Real Estate, Valuation, Asset Management, Portfolio Management, Real Estate Economics, Due Diligence, Project Management, Underwriting, Budgets, Investments, Finance, Mergers & Acquisitions, Banking
Education
Glenbrook North
Glenbrook North
Northwestern University
Bachelor of Science, Economics
NXT Capital, LLC June 2010 - Present
Golub Capital, Inc. May 2008 - June 2010
Merrill Lynch Capital 2006 - 2008
Skills
LBO, Portfolio Management, Leveraged Finance, Valuation, Private Equity, Capital Markets, Mezzanine, Financial Modeling, Due Diligence
Education
Michigan State University
Bachelor of Arts, Finance
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
Madison Industries 2009 - Present
Merrill Lynch Capital April 2002 - March 2008
Heller Financial July 1991 - February 2002
Price Waterhouse August 1986 - July 1991
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Accounting
BMO Harris Bank March 2014 - Present
GE Capital February 2008 - February 2014
Merrill Lynch Capital May 2003 - February 2008
LaSalle Bank May 1997 - May 2003
Skills
Leveraged Finance, Cash Flow Lending, Middle Market, Commercial Banking, Capital Markets, Syndications, Financial Structuring, Underwriting, Portfolio Management, Credit Analysis, Asset Based Lending, Finance, Loans, Cash Flow, Private Equity
Education
Marquette University 1993 — 1997
Business, Finance
The TCW Group September 2013 - Present
Monroe Credit Advisors LLC June 2009 - August 2013
Merrill Lynch Capital July 2002 - February 2008
Merrill Lynch 2002 - 2008
Fleet Capital July 1999 - July 2002
BankBoston Business Credit 1995 - 1999
BankBoston 1989 - 1999
Skills
Corporate Finance, Capital Markets, Financial Modeling, Credit, Private Equity, Portfolio Management, Due Diligence, Banking, Middle Market, Financial Services, Leveraged Finance, Restructuring, Underwriting, Finance, Asset Based Lending, Loans
Education
Babson College 1985 — 1989
BS, Finance & Investments
Kovitz Private Holdings, LLC October 2013 - Present
Intuit February 2013 - September 2013
plura Financial Solutions April 2010 - February 2013
Chicagoland Beverage Company August 2010 - January 2013
GE Antares Capital January 2008 - April 2010
Merrill Lynch Capital 2005 - 2008
Merrill Lynch May 2001 - 2005
Morgan Stanley Dean Witter 1997 - 1997
Standard Federal Bank 1996 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Valuation, Cash Flow Forecasting, Financial Reporting, SBA, Cash Flow, Due Diligence, Capital Markets, Distributors, Private Equity, Financial Services, Commercial Lending, M&A due diligence, SBA 504, Distressed M&A, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing and Entrepreneurship
Michigan State University 1997 — 2001
BA, Finance
CIT September 2012 - Present
Huntington Equipment Finance April 2012 - September 2012
Wells Fargo Equipment Finance September 2008 - February 2012
Merrill Lynch Capital 2004 - 2008
Transamerica Commercial Finance 2002 - 2004
Textron Financial 1994 - 2001
ITT Commercial Finance 1989 - 1994
Education
Baylor University - Hankamer School of Business 1980 — 1985
MBA, BBA, Finance, Economics
GE Capital Healthcare Financial Services April 2014 - Present
GE Antares Capital February 2008 - April 2014
Merrill Lynch Capital March 2003 - February 2008
Piper Jaffray June 2000 - March 2003
Skills
Portfolio Management, Banking, Credit Analysis, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S. In Finance, Finance
PricewaterhouseCoopers Corporate Finance LLC January 2012 - Present
Lakeshore Food Advisors 2009 - 2011
Sears Holdings Corporation 2009 - 2009
Merrill Lynch Capital 2007 - 2008
Instant Industrial Products 2004 - 2007
Resource Trading Group 2003 - 2004
Merrill Lynch & Co. 2000 - 2003
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Forecasting, Valuation, Capital Markets, Mergers, Cash Flow, Debt, Trading, Excel, Capital, Banking, Fixed Income, Risk Management, Budgeting, Bonds, Credit, Due Diligence, Negotiation, Small Business, Analysis, PowerPoint, Commodities, Business Strategy, Leveraged Finance, Asset, Private Equity, Economics, Customer Relations, Credit Analysis, DCF, Financial Advisory, Business Valuation, Financial Markets, Credit Risk, LBO, Commodity, Structured Finance, Financial Structuring
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2006
MBA
Indiana University Bloomington 1996 — 2000
BA
Senior Lifestyle Corporation January 2015 - Present
Senior Lifestyle Corporation November 2012 - Present
Senior Lifestyle Corporation May 2007 - November 2012
Merrill Lynch Capital May 2004 - May 2007
Skills
Real Estate, Real Estate Development, Strategic Planning, Real Estate Economics, Asset Management, Marketing Strategy, Marketing, Financial Analysis, Budgets, Contract Negotiation, Investment Properties, Team Building, Operations Management, Market Analysis, Property Management, Valuation, New Business Development, Negotiation, Financial Modeling, Hospitality, Acquisitions, Entrepreneurship, Investments, Start-ups, Mergers & Acquisitions, Due Diligence, Business Development, Executive Management, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Masters in Business Administration, Marketing and Management
Cornell University 2000 — 2004
Bachelor of Science, Hotel and Restaurant Management
Francis W. Parker School
Huntington National Bank May 2013 - Present
First Niagara Bank January 2013 - May 2013
First Niagara Bank April 2010 - January 2013
Huntington National Bank December 2008 - April 2010
Merrill Lynch Capital July 2006 - March 2008
GMAC Commercial Mortgage March 2005 - July 2006
GMAC Commercial Mortgage February 2002 - March 2005
GMAC Commercial Mortgage August 2001 - February 2002
Skills
Risk Management, Loans, Due Diligence, Commercial Lending, Portfolio Management, Underwriting, Investments, Banking, Mortgage Lending, Commercial Banking
Education
Texas A&M University-Commerce 2004 — 2006
MBA
Texas State University 1997 — 2001
BBA, Finance
Clear Creek HS 1993 — 1997
NXT Capital January 2010 - Present
Independent Financial Consultant March 2008 - December 2009
Merrill Lynch Capital July 2002 - February 2008
Heller Financial February 1987 - June 2002
Heller Financial June 1997 - December 2000
Education
Marquette University 1982 — 1986
BS, Accounting
GE Capital February 2008 - Present
Merrill Lynch Capital June 2007 - February 2008
JPMorgan Chase January 2003 - June 2007
Skills
Capital Markets, Financial Risk, Credit Analysis, Corporate Finance, Financial Modeling, Portfolio Management, Finance, Valuation, Due Diligence, Financial Analysis, Credit, Commercial Lending, Private Equity, Loans
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS in Finance, Finance, Accounting
GE Antares Capital February 2008 - Present
Merrill Lynch Capital January 2005 - February 2008
Allied Capital January 2002 - January 2005
Heller Financial January 2001 - December 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2000
Basis Real Estate January 2010 - Present
Tiger Orchid Coffee Company May 2011 - Present
FCA Corp May 2011 - August 2014
Patriot Capital Advisors May 2004 - January 2010
Merrill Lynch Capital 2003 - 2004
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1997
BA
The Picerne Group October 2008 - July 2009
Merrill Lynch Capital April 2006 - February 2008
Merrill Lynch 2002 - 2006
Skills
Investment Banking, Equities, Finance, Financial Modeling, Investments
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Accounting
William & Mary 1991 — 1995
BBA, Accounting
NXT Capital March 2013 - Present
GE Antares Capital February 2008 - March 2013
Merrill Lynch Capital March 2003 - February 2008
Ernst & Young Corporate Finance January 2001 - March 2003
Divine InterVentures April 2000 - December 2000
Tucker Anthony Capital Markets April 1998 - April 2000
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA
University of Wisconsin-Madison 1994 — 1998
BBA
Cole Taylor Bank December 2010 - Present
Cole Taylor Bank October 2009 - November 2010
Cole Taylor Bank March 2007 - October 2009
Merrill Lynch Capital 2004 - 2007
Education
Ball State University - College of Business 1999 — 2001
PC Master High Tech, Inc. February 2009 - Present
Deutsche leasing USA November 2010 - May 2011
NXT Capital March 2010 - September 2010
Merrill Lynch Capital February 2006 - February 2009
Accenture September 1999 - January 2006
Skills
Citrix, Active Directory, XP, Lotus Notes, Visio, Computer Hardware, Databases, Enterprise Software, Hardware, IIS, IT Management, IT Service Management, Laptops, Leadership, Microsoft Exchange, Networking, Security, Servers, Software Installation, System Administration, System Deployment, Technical Support, Testing, Troubleshooting, VPN, Windows 7, Windows XP, Disaster Recovery, Infrastructure, Software Development, Information Technology
Education
DeVry 1990 — 1992
University of Central Punjab 1988 — 1990
BSC, Math, Stat & Physics
Islamabad Model College for Boys 1984 — 1988
Fsc, Major in Pre-engeineering
GE Capital February 2008 - Present
Merrill Lynch Capital January 2004 - February 2008
LaSalle Bank NA May 1997 - January 2004
Skills
Credit, Risk, Loans, Portfolio Management, Credit Analysis, Financial Analysis, Financial Modeling, Risk Management, Underwriting, Analysis, Banking, Commercial Lending, Structured Finance, Corporate Finance, Finance, Commercial Banking, Credit Risk, Capital Markets, Financial Risk
Education
University of Illinois at Chicago 1993 — 1996
Finance and Marketing
Lundbeck Inc. November 2012 - Present
Baxter January 2009 - November 2012
Merrill Lynch Capital 2002 - 2008
Heller Financial 1999 - 2002
Accenture 1996 - 1999
Skills
Management Consulting, Project Management, Business Analysis, Business Intelligence, Team Leadership, CRM, IT Strategy, Process Improvement, Salesforce.com, Veeva, Strategic Roadmaps, Master Data Management, Sales Operations, Leadership, Analytics, Enterprise Architecture, SDLC, Software Project..., ERP, Integration, Strategy, Business Process, Project Portfolio..., Product Management, Outsourcing, Program Management, Enterprise Software, IT Management, Business Process..., Cloud Computing, Change Management, Requirements Analysis, PMP, Data Warehousing, Professional Services, PMO, Information Technology, Consulting
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Management/Strategy, Finance, Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
BA, Finance/Speech Communication
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
Nuveen Investments May 2012 - Present
Nuveen Investments July 2010 - June 2012
RBS Asset Finance August 2008 - July 2010
Merrill Lynch Capital August 2005 - July 2008
Bank of America 2002 - 2005
Skills
Capital Markets, Financial Modeling, Financial Analysis, Bloomberg, Asset Managment, Fixed Income, Credit, Financial Markets
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Marengo High School 1994 — 1998
Merrill Lynch January 2004 - Present
Merrill Lynch Capital January 2004 - July 2006
Insignis 2001 - 2003
Skills
Credit, Risk Management, Product Management, Asset Managment, Commercial Banking, Financial Structuring, Financial Modeling, Analytics, Derivatives, Capital Markets, Financial Services, Portfolio Management, Wealth, Wealth Management, Banking, Equities, Financial Analysis, Investments, Fixed Income, Private Equity, Securities, Structured Finance
Education
The John Marshall Law School 2004 — 2008
JD, Law
Quinlan School of Business, Loyola University Chicago 1999 — 2001
MBA, Finance & IS
Wittenberg University 1994 — 1998
BA, Economics
JPMorgan Chase & Co. May 2015 - Present
NXT Capital March 2010 - May 2015
RBS Asset Finance April 2009 - February 2010
Merrill Lynch Capital May 2002 - December 2008
Heller Financial 1986 - 2001
Skills
Portfolio Management, Loans, Financial Analysis, Credit, Financial Modeling, Financial Services, Credit Analysis, Banking
Education
University of Dayton 1975 — 1979
Bachelor of Science (B.S.), Accounting
JPMorgan Chase November 2013 - Present
First Citizens Bank April 2011 - October 2013
Merrill Lynch Capital November 2006 - June 2008
Western Union/First Data Corporation May 2005 - September 2006
Coastal Banc (Now Capital One) September 2002 - September 2004
Union Bank of California January 2000 - August 2002
Union Bank of California January 1999 - March 2000
Skills
Commercial Lending, Commercial Banking, Financial Analysis, Credit Risk, Credit, Loans, Small Business Lending, Mortgage Lending, Underwriting, Portfolio Management, Real Estate, Business Development, Finance, Credit Analysis, Consumer Lending, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Banking, Treasury Management, Relationship Management, Mortgage Banking, Cash Management, Refinance, SBA, Deposits, Real Estate Financing, Construction Loans, Financial Services, Commercial Real Estate
Education
California State University-San Marcos - College of Business Administration 2000 — 2001
MBA, Executive MBA
Arizona State University 1991 — 1997
BS, Political Science, Magna Cum Laude
Arizona State University 1991 — 1997
BA, French, Magna Cum Luade
NXT Capital November 2011 - Present
Orchard First Source Capital, Inc May 2008 - November 2011
Orchard First Source Capital, Inc. February 2007 - May 2008
Merrill Lynch Capital August 2003 - February 2007
Bridge Healthcare Finance September 2004 - May 2005
ORIX Financial Services, Inc. Business Credit Group November 2000 - August 2003
First Source Financial, Inc September 1999 - November 2000
Ginali Associates June 1998 - September 1999
Skills
Banking, Credit, Accounts Payable, Investments, Credit Analysis, Portfolio Management, Accounting, Microsoft Excel, Accounts Receivable, Account Management, Management, Access, Due Diligence, Cash Flow, Auditing, Loans, Financial Analysis, Analysis, Corporate Finance, Finance
Education
Roosevelt University 2002 — 2010
Area of Studies, Business
Harper College 1998 — 2003
Associate in Arts, General - Business
Fifth Third Bank November 2014 - Present
Buening Consulting, LLC September 2013 - November 2014
Performance Matters October 2011 - October 2014
Anheuser-Busch InBev August 2011 - September 2013
Anheuser-Busch InBev January 2011 - July 2011
Anheuser-Busch 2008 - 2010
Merrill Lynch Capital September 2002 - February 2008
Axios Investments, LLC 2007 - 2008
Piper Jaffray January 2000 - July 2002
A.G. Edwards March 1999 - December 1999
Skills
Mergers & Acquisitions, Investment Banking, CRM, Strategy, Marketing, Leadership, Competitive Analysis, Financial Analysis, Finance, Due Diligence, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Business Planning
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Strategy, Finance, Management & Organizations
Saint Louis University 1995 — 1999
BSBA, Finance, Accounting
St. Xavier HS 1991 — 1995
Mitsui Rail Capital, LLC 2012 - Present
GTI (Gas Technology Institute) 2007 - 2012
Merrill Lynch Capital 2002 - 2007
Heller Financial 2000 - 2002
LaSalle Bank 1997 - 2000
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Preferred Hotel Group October 2009 - Present
Merrill Lynch Capital 2004 - 2008
Heller Financial July 1989 - June 2002
Skills
Loans, Cash Management, Real Estate, Accounting, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Budgets
Education
DePaul University 2001 — 2006
Bachelor's Degree, Accounting
State Street May 2014 - Present
GE Energy Financial Services, Inc. February 2008 - February 2013
Merrill Lynch Capital November 2006 - February 2008
Banc of America Securities LLC June 2005 - November 2006
Skills
Capital Markets, Financial Structuring, Commercial Lending, Portfolio Management, Leveraged Finance, Loans, Loan Origination, Syndications, Series 7, Financial Modeling, Valuation, Structured Finance, Corporate Finance, Investment Banking, Credit Analysis
Education
College of the Holy Cross 2001 — 2005
BA, Economics
Old Second National Bank February 2012 - Present
Old Second National Bank July 2008 - February 2012
Merrill Lynch Capital September 2004 - February 2008
Skills
Banking, Loans, Commercial Lending, Investments, Due Diligence, Credit, Asset Management, Risk Management, Commercial Banking, Mortgage Lending, Real Estate Economics, Finance, Mergers, Commercial Real Estate, Underwriting
Education
Northwestern University 1995 — 1997
Bachelor of Science (BS), Psychology
Illinois State University 1988 — 1993
Bachelor's degree, Political Science and Government
The John Marshall Law School
J.D., 2003; LL.M. Real Estate, 2008
Bank of America January 1999 - Present
Merrill Lynch Business Financial Services Inc. 1999 - January 2009
Merrill Lynch Capital 2005 - 2009
Education
State University of New York College at Oswego 1991 — 1995
MidCap Financial January 2013 - Present
MidCap Financial January 2011 - December 2012
MidCap Financial September 2008 - December 2010
GE Commercial Finance - Healthcare Financial Services February 2008 - June 2008
Merrill Lynch Capital 2007 - 2008
Simpson Thacher & Bartlett LLP 2002 - 2005
U.S. Department of Justice, Antitrust Division 1998 - 1999
Education
Columbia University School of Law 1999 — 2002
JD
University of Michigan 1994 — 1998
CXN Real Estate Services, LLC March 2010 - Present
DECA Real Estate Advisors, LLC November 2007 - March 2010
Merrill Lynch August 2004 - November 2007
Merrill Lynch Capital 2004 - 2007
Velocity Consulting June 2001 - March 2004
Wien and Malkin, LLP February 2000 - June 2001
AquaTerra August 1997 - December 1998
New York State Department of Transportation November 1994 - August 1997
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Temple University 1989 — 1994
BS, Civil Engineering
CrossFit e-town April 2012 - Present
Chicago Yacht Club August 2011 - December 2011
Robert Morris University, Chicago, IL February 2011 - July 2011
The Business Development Company August 2010 - January 2011
GE CAPITAL Healthcare Financial Services February 2007 - January 2010
Merrill Lynch Capital March 2005 - February 2007
WILLIAM BLAIR & COMPANY July 2003 - February 2005
Skills
Leveraged Finance, Credit, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Risk Management, Portfolio Management, Strategic Planning, Due Diligence, Healthcare, Analysis, Business Analysis, Research, Customer Relations, Business Strategy, Team Leadership, Team Building, Coaching, Data Analysis, Capital Markets
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance, Corp. Accounting, Computer Info. Systems
Hobart and William Smith Colleges 1996 — 2000
BA, Finance, French, Russian Studies
Regions Financial Corporation June 2012 - Present
Capital One November 2011 - June 2012
Ally Commercial Finance, f.k.a. GMAC Commercial Finance August 2007 - November 2011
Merrill Lynch Capital February 2005 - August 2007
GMAC Commercial Finance August 2000 - February 2005
PPM America March 1999 - August 2000
Heller Financial December 1993 - March 1999
KPMG June 1991 - December 1993
Skills
Corporate Finance, Investment Banking, LBO, Cash Flow Lending, Portfolio Management, Credit, Loans, Recapitalizations, Underwriting, Capital Structure, Capital, Acquisitions, Cash Flow, Commercial Lending, Restructuring, Leveraged Finance, Private Equity, Financial Structuring, Structured Finance
Education
The University of Chicago - Booth School of Business 1997 — 1999
Masters of Business Administration (MBA), Analytic Finance, Strategy
University of Michigan - Stephen M. Ross School of Business 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Jerry Haggerty Chevrolet July 2015 - Present
The Home Depot June 2011 - Present
Napleton's Schaumburg Buick GMC February 2013 - April 2014
L.O.G.S. Network/Heart Financial Services December 2010 - March 2011
Merrill Lynch Capital January 2004 - December 2008
ORIX Financial Services October 2001 - July 2003
Bank of America January 2000 - October 2001
Bank of America August 1999 - December 1999
Bank of America August 1999 - December 1999
Bank of America September 1996 - August 1999
Skills
Loans, Leadership, Accounting, Portfolio Management, Capital Markets, Financial Modeling, Credit Analysis, Financial Analysis, Banking, Investment Banking, Corporate Finance, Commercial Lending, Asset Based Lending, Structured Finance, Asset Management, Risk Management, Account Reconciliation, Loan Servicing, Operations Management, Credit
Education
College of DuPage 1988 — 2008
NXT Capital February 2010 - Present
Bank of America April 2009 - May 2010
Merrill Lynch Capital 1997 - 2008
Merrill Lynch 1997 - 2008
Skills
Banking, Credit, Capital Markets, Credit Analysis, Loans, Financial Analysis, Management, Finance, Corporate Finance, Integration, Financial Services, Portfolio Management, Business Analysis, IT Strategy, Commercial Banking, Business Requirements, Financial Modeling, Due Diligence, Commercial Lending, Software Documentation, Project Management, Requirements Gathering, Investments, SDLC, Visio, Vendor Management, Requirements Analysis, Risk Management, SQL, Software Project..., Business Intelligence
Education
Fenwick
Loyola University Chicago
Bachelor, Finance, Communication
Loyola University Rome Center
MB Financial Bank August 2011 - Present
The PrivateBank March 2010 - August 2011
Merrill Lynch Capital June 2002 - December 2008
American National Bank / Bank One 1985 - 2002
Skills
Process Improvement, Change Management, Project Management, Team Leadership, Portfolio Management, Banking, Credit, Financial Analysis, Asset Based Lending, Operations Management, Training, Commercial Lending, Commercial Banking, Management, Loans, Credit Analysis, Financial Services, Finance, Risk Management
Education
Keller Graduate School of Management of DeVry University
MBA - Management
DePaul University
Bachelor of Arts (B.A.), Business
Niles West
NXT Capital February 2011 - Present
Merrill Lynch Capital October 2002 - May 2008
Heller Financial 1988 - 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1982 — 1986
BS, Accountancy
BMO Harris Bank December 2011 - Present
Associated Banc-Corp September 2008 - December 2011
Merrill Lynch Capital 2006 - 2008
GE Commercial Finance 1999 - 2006
Newcourt Credit Group (now CIT) 1997 - 1999
United Financial of Illinois 1991 - 1997
Chase Manhattan Leasing Company 1983 - 1991
Itek Leasing Corporation 1981 - 1983
GE Capital 1976 - 1981
Household Finance 1973 - 1976
Skills
Credit, Credit Risk, Portfolio Management, Risk Management, Loans, Financial Risk, Finance, Commercial Lending, Underwriting, Auditing, Enterprise Risk..., Accounts Receivable, Financial Services, Loan Origination, Management, Due Diligence, Real Estate Economics, AML, Cash Flow, Banking, Consumer Lending, Asset Based Lending, Operational Risk..., Executive Management, Mortgage Banking, Internal Controls, Internal Audit, Mortgage Lending, Financial Analysis, Commercial Banking, Asset Managment, Credit Management, Corporate Finance, Capital Markets, Small Business Lending, Financial Institutions, Retail Banking, Middle Market, Credit Analysis, Sarbanes-Oxley Act, Process Improvement, Operational Risk
Education
Miami University 1969 — 1973
BA, Anthropology
Fairleigh Dickinson University
MBA, Finance, Management
MidCap Financial, LLC September 2008 - Present
Merrill Lynch Capital August 2003 - May 2008
GE Commercial Finance 2001 - 2003
Heller Financial 1998 - 2001
Skills
Corporate Finance, Valuation
Education
Georgia State University 1995 — 1997
MBA, Finance
Florida Southern College 1987 — 1991
BS, Business
Greystar April 2011 - Present
Prosperity Bank February 2010 - September 2010
North Houston Bank April 2008 - March 2010
Merrill Lynch August 2003 - February 2008
Merrill Lynch Capital 2003 - 2008
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Underwriting, Real Estate Economics, Portfolio Management, Loan Origination, Financial Analysis, Real Estate, Banking
Education
Texas A&M University - Mays Business School 1997 — 2002
Master's degree, Rea Estate
NXT Capital August 2010 - Present
Colonial Properties Trust May 2008 - July 2010
Merrill Lynch Capital 2006 - 2008
AIG Global Real Estate 2004 - 2006
The Weitzman Group April 2000 - May 2002
PKF Consulting July 1998 - March 2000
Skills
Financial Modeling, Due Diligence, Valuation, Investments, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
Cornell University 1994 — 1998
School of Hotel Administration
Taipei American School 1984 — 1994
ESSEC Business School
Parking Advisors 2009 - Present
LaSalle Investment Management 2007 - 2009
Merrill Lynch Capital 2005 - 2007
Skills
Valuation, Financial Modeling, Real Estate Economics, Due Diligence, Asset Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Wisconsin-Madison 2001 — 2005
BBA, Real Estate & Finance
CCI Manufacturing IL Corp. June 2011 - Present
CCI Mfg IL Corp 2011 - Present
Mayekawa U.S.A., Inc. April 2010 - May 2011
Bank of the West March 2008 - April 2010
Merrill Lynch Capital September 2006 - February 2008
Banc of America Leasing September 1998 - February 2006
Fleet Business Credit September 1998 - February 2006
Sanwa Business Credit Corporation September 1998 - February 2006
Bank of America Leasing 1998 - 2004
Sanwa Bank, Limited, Chicago Branch February 1986 - August 1998
Skills
Portfolio Management, Commercial Lending, Credit, Sales Management, Account Management, High-Level Relationship..., Forecasting, Risk Management, New Business Development, Credit Analysis, Underwriting, Structured Finance, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1985
MBA, Finance
Southern Illinois University, Carbondale 1980 — 1984
BS, Marketing
Kayne Anderson Capital Advisors March 2012 - Present
GE Antares Capital April 2010 - March 2012
GE Antares Capital January 2008 - April 2010
Merrill Lynch Capital 2007 - 2008
LaSalle Bank June 2004 - January 2007
Skills
LBO, Credit Analysis, Capital Markets, Leveraged Finance, Private Equity
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelors of Science, Finance, General
JPMorgan Chase October 2009 - Present
Merrill Lynch Capital March 2004 - October 2008
Orix Financial Services October 2003 - March 2004
Bank of America May 2000 - September 2003
LaSalle Business Credit September 1998 - May 2000
Skills
Loans, Portfolio Management, Credit
Education
Eastern Illinois University 1992 — 1994
MA, Communication
Eastern Illinois University 1988 — 1992
BA, Communications
MB Financial Bank June 2014 - Present
MB Financial Bank November 2009 - Present
Merrill Lynch Capital 2006 - 2008
Park National Bank April 2006 - October 2006
Bank One October 1999 - June 2005
Skills
Finance, Credit, Banking
Education
Chicago State University 1990 — 1994
Deloitte June 2013 - Present
Crowe Horwath LLP June 2011 - June 2013
Young Innovations May 2009 - June 2011
GE Capital June 2007 - February 2009
Merrill Lynch Capital 2007 - 2008
Skills
Due Diligence, Sarbanes-Oxley Act, Internal Controls, Accounting, SEC Financial Reporting, Financial Analysis, Financial Forecasting, Excel Pivot, Microsoft Excel, Corporate Finance, Internal Audit, Journal Entries, Consolidated Financial..., 10K, 10Q, Trend Forecasting, Finance, Auditing, Analysis, Financial Statements, Forecasting, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MSA, Accounting
DePaul University 2003 — 2007
Bachelor's degree, Finance, General
NXT Capital December 2010 - Present
Wells Fargo Bank August 2008 - November 2010
Merrill Lynch Capital 2003 - 2008
Education
University of Dayton School of Law 1995 — 1998
Merrill Lynch Capital Senior Vice PresidentNew York Community Bank Specialty Finance Co.May 2013 - Present
Flagstar Bank March 2011 - April 2013
Citibank 2010 - 2011
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
Barclays Business Credit 1986 - 1993
Skills
Asset Based Lending, Portfolio Management, Capital Markets, LBO, Private Equity, Financial Structuring, Leveraged Finance
Education
Southern Illinois University 1976 — 1977
College of the Holy Cross 1972 — 1976
Wells Fargo September 2010 - Present
The PrivateBank January 2010 - October 2010
Merrill Lynch Capital 2005 - 2008
Chicago Title Insurance Company 2003 - 2005
First American Title Insurance 2002 - 2003
Carter Page & Associates, Lake West & Karrel Capital Ventures 2000 - 2002
Deutsche Banc Mortgage Capital 1998 - 2000
PPM America 1996 - 1998
Mid-North Financial Services Inc. 1988 - 1996
Skills
Loans, Real Estate, Credit, Portfolio Management, Due Diligence, Banking, Commercial Mortgages, Commercial Real Estate, Funding, Insurance, Investments, Management, Real Estate Transactions, Asset Management
Education
Northern Illinois University
Family and Child Studies
Baker Demonstration School July 2009 - Present
Baker Demonstration School 2009 - 2014
Baker Demonstration School 2009 - 2014
Merrill Lynch Capital April 2007 - May 2008
Chicago Board of Trade November 2006 - February 2007
Merrill Lynch Broadcort Execution Services October 2001 - September 2005
Northwestern University April 1996 - October 2001
Skills
Purchasing, Administrative..., Accounts Payable, Accounts Receivable, Outlook, Lotus Notes, PowerPoint, Visio, Microsoft Excel, Banking, Customer Service, Microsoft Word, Budgets, Time Management, Microsoft Office, Management
Education
Northwestern University 1999 — 2000
Business Writing
Siemens Financial Services, Inc. April 2008 - Present
Merrill Lynch Capital 2002 - 2008
Heller Financial 1993 - 2001
CIT 1997 - 1999
Education
Fairleigh Dickinson University 1993 — 1996
M.B.A., Corporate Finance
Seton Hall University 1988 — 1993
PNC Business Credit 2006 - Present
Merrill Lynch Capital 2002 - 2006
Heller Financial 1995 - 2001
Skills
Underwriting, Commercial Lending, Finance, Asset Based Lending, Credit Analysis, Credit, Loans, Portfolio Management, Financial Modeling, Mergers, Due Diligence, Credit Risk, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
Northern Illinois University - College of Business
Bachelor of Science, Finance
Willowbrook High School
Willowbrook High School
Texas Capital Bank December 2014 - Present
Merrill Lynch Capital May 2003 - May 2008
GE Capital, acquisition of Heller Financial May 1998 - May 2003
GE Capital October 1994 - April 1998
Education
University of Central Florida
Bachelor of Science (BS), Finance, General
NXT Capital March 2013 - Present
JP Morgan Chase April 2010 - Present
Wheels, Inc. March 2009 - March 2011
Merrill Lynch Capital 2002 - 2008
Heller Financial June 1997 - May 2002
Arthur Andersen July 1991 - May 1997
Skills
Structured Finance, LBO, Financial Structuring, Syndications, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1996
1996, Finance, General
University of Michigan 1987 — 1991
BBA, Accounting, Finance
Breslin, Young & Slaughter April 2009 - Present
Merrill Lynch Capital 2005 - 2008
GE Healthcare 2001 - 2003
Heller 2001 - 2003
Advica Health Resources July 1999 - November 2001
Skills
Due Diligence, Cash Flow, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Private Equity, Portfolio Management, Valuation, Corporate Finance, Finance, Investments, Risk Management, Real Estate, Capital Markets, Process Improvement, Strategic Planning, Investment Banking, Restructuring, Asset Management, Strategy
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
Wake Forest University 1977 — 1981
Bachelor of Science (BS), Accounting
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
Deutsche Leasing USA June 2014 - Present
Deutsche Leasing USA August 2009 - June 2014
Merrill Lynch Capital 2003 - January 2010
GE Commercial Finance 2000 - 2003
ABN AMRO 1999 - 2000
Education
Saint Xavier University 2004 — 2006
MBA, Corporate Finance
Loyola University Chicago 1993 — 1998
BA, Finance
Association of Corporate Counsel June 2008 - Present
Merrill Lynch Capital April 2006 - March 2008
GE Healthcare Financial Services, Inc April 2001 - April 2006
Powell, Goldstein, Frazer & Murphy October 1990 - April 2001
Collier, Shannon, Rill & Scott September 1986 - October 1990
Education
James Madison University
Bachelor of Arts, English and Communications
CIT October 2012 - May 2014
Chester County Intermediate Unit September 2011 - June 2012
Agora Cyber Charter School August 2009 - June 2011
GE Equipment Finance April 2007 - December 2007
Philips Medical Capital July 2006 - February 2007
Siemens Medical Solutions July 2004 - July 2006
RBS Lombard, Inc May 2003 - April 2004
Merrill Lynch Capital July 2002 - April 2003
LTI Venture Leasing January 1999 - July 2002
FINOVA Capital Corporation February 1996 - January 1999
Skills
Westlaw, Real Estate, Documentation, Credit, Contract Negotiation, Credit Analysis, Portfolio Management, Due Diligence, Negotiation, Funding, Risk Management, Finance, Loans, Financial Risk
Education
Boston University's School of Continuing Professional Education's Paralegal Program
St. Peter's College
B.S., Marketing
JPMorgan Chase April 2010 - Present
GE Capital February 2008 - March 2010
Merrill Lynch Capital March 2005 - February 2008
CIT July 2002 - February 2005
Skills
Credit Analysis, Asset Based Lending, Portfolio Management
Education
Bucknell University 1998 — 2002
NXT Capital 2010 - Present
250 Capital / Merrill Lynch 2008 - 2009
Merrill Lynch 2008 - 2008
Merrill Lynch Capital 2002 - 2008
GE Capital 2001 - 2002
Heller Financial 1991 - 2001
Office of the Future 1990 - 1991
TSC 1989 - 1990
Arthur Andersen & Co. 1985 - 1989
Skills
Financial Modeling, Leveraged Finance, Debt, Portfolio Management, Capital Markets, Middle Market, Structuring, LBO, Corporate Finance, Financial Analysis, Loans, Due Diligence, Credit, Asset Management, Credit Analysis
Education
Illinois State University
The University of Chicago Booth School of Business
MBA, Finance, Economics
The SAVO Group March 2014 - Present
The SAVO Group February 2012 - Present
Citadel Investment Group March 2010 - August 2011
Merrill Lynch Capital July 2002 - December 2008
Heller Financial 1998 - 2002
Skills
Funding, Customer Service, Cash, Accounts Payable, Balance, Accounts Receivable, Accounting, Cash Management, Invoicing, Loans, Billing, Journal Entries, Excel, Banking, PeopleSoft, Problem Solving, Financial Analysis, Internal Controls, Leadership, Microsoft Excel
Education
Moraine Valley Community College
International Decision Systems March 2014 - Present
Royal Bank of Scotland-Citizens July 2009 - March 2014
GE Capital February 2008 - April 2009
General Electric Capital Company February 2008 - April 2009
Merrill Lynch Capital February 2004 - February 2008
Merrill Lynch 1994 - 2008
Transamerica Commercial Finance June 1996 - February 2004
Skills
Portfolio Management, Relationship Management, Software Documentation, Mergers & Acquisitions, Management, Pricing, Financial Reporting, Investment Banking, Auditing, Asset Based Lending, Training, Leadership, Business Intelligence
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Technology Mangement and Business Management
Quincy University 1990 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
PNC Business Credit July 2008 - Present
Orchard First Source November 2006 - April 2008
Merrill Lynch Capital June 2004 - October 2006
ORIX Business Credit February 2000 - May 2004
Skills
Asset Based Lending, Middle Market, Financial Analysis
Education
Southern Illinois University, Carbondale
BS, Management
Trans Pacific National Bank March 2013 - Present
Bank of the Orient July 2011 - March 2013
U.S. Bank November 2009 - July 2011
Pacific National Bank August 2006 - October 2009
Merrill Lynch Capital 2004 - 2006
Key Bank Commercial Real Estate June 1999 - June 2004
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Portfolio Management, Banking, Underwriting, Credit Risk, Small Business Lending, Credit Analysis, Retail Banking, Asset Management, Investments, Finance, Mortgage Lending, Lines Of Credit, Financial Risk, Loan Origination, Treasury Management, Mortgage Banking, Commercial Mortgages, Consumer Lending, Due Diligence
Education
Santa Clara University 1988 — 1990
BA, Economics
NXT Capital March 2010 - Present
GE Real Estate 2008 - 2010
Merrill Lynch Capital 2004 - 2008
CBRE Melody 2004 - 2005
Education
Miami University 1992 — 1997
B.S., PPS & Engineering
Georgia Institute of Technology - Georgia Tech College of Management
MBA, Finance
Adventure Golf Services January 2009 - Present
Adventure Golf Services 2009 - 2012
Firstsight LLC 2008 - 2009
Merrill Lynch 2003 - 2008
Merrill Lynch Capital 2003 - 2008
LENDX 2000 - 2002
Mellon US Leasing 1997 - 2001
Lease Plan USA 1990 - 1993
Skills
Portfolio Management, Asset Based Lending, Capital Markets, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Asset Management, Finance, Private Equity, Mergers & Acquisitions, Investments, Strategic Consulting, Sales Management, Program Management
Education
Michigan State University 1982 — 1986
BA - Materials Logistics Management, Finance, Economics
BNY Mellon October 2010 - Present
GE Capital February 2008 - October 2010
Merrill Lynch Capital March 2006 - February 2008
CitiCapital 2001 - 2006
Atherton Capital 1997 - 2001
Sumitomo Bank of California August 1996 - August 1997
Skills
Portfolio Management, Financial Risk, Structured Finance, Commercial Lending, Commercial Real Estate, Leveraged Finance, Credit, Credit Analysis, Capital Markets, Investments, Asset Management, Fixed Income, Commercial Banking, Credit Risk, Loans
Education
University of California, Los Angeles 1990 — 1995
BA
KPMG February 2008 - Present
Merrill Lynch Capital 2004 - 2008
KPMG 2002 - 2004
Arthur Andersen 2001 - 2002
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
B.S., Accountancy & Finance
ESADE Business School 1999 — 1999
Semester Abroad
Antares Capital LP August 2015 - Present
Merrill Lynch Capital February 2006 - February 2008
Katten Muchin Roseman LLP March 2002 - February 2006
Heller Financial October 1995 - February 2002
Skills
Legal Writing, Due Diligence, Litigation, Legal Research, Corporate Law, Litigation Support, Document Review, Commercial Litigation, Intellectual Property
Education
Northwestern University 1997 — 2007
BS, Anthropology
Roosevelt University 1983 — 1984
Certificate, Paralegal Studies
Credit Suisse October 2011 - Present
Bank of America Merrill Lynch July 2007 - October 2011
Merrill Lynch Capital 2006 - 2007
Merrill Lynch May 2002 - June 2006
Education
Fairfield University 1998 — 2002
BS, Finance
BMO Harris Bank October 2012 - Present
GE Capital Franchise Finance January 2012 - October 2012
Tavistock Group August 2009 - October 2011
GE Capital Franchise Finance February 2008 - August 2009
Merrill Lynch Capital September 2006 - February 2008
CNL Restaurant Properties, Inc. 2002 - 2006
Lehman Brothers 1999 - 2002
Education
Rutgers University
BS, Economics/Finance Concentration
Golub Capital October 2010 - Present
Tygris Commercial Finance October 2009 - September 2010
Tygris Commercial Finance January 2009 - October 2009
Merrill Lynch Capital 2007 - 2008
GE Commercial Finance 2001 - 2007
Heller Financial 1995 - 2001
Sears Roebuck & Co. 1992 - 1995
Arthur Andersen 1985 - 1992
Education
The University of Chicago Booth School of Business 1994 — 1998
MBA, Finance and Business Policy
University of Illinois at Urbana-Champaign - College of Business 1981 — 1985
BS, Accounting
Benet Academy
Community Hospital December 2010 - Present
Merrill Lynch Capital 2002 - 2008
Education
Robert Morris University - Illinois
Associate, Major in Travel & Tourism w. Minor in Business Administration
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
NXT Capital September 2009 - Present
Lansing LLC June 2008 - March 2010
Merrill Lynch May 2001 - March 2008
Merrill Lynch Capital 2001 - 2008
GE Capital January 2001 - April 2001
Heller Financial March 1993 - April 2001
Travelers Insurance December 1988 - February 1993
Education
Bentley University
BS, Finance
Michigan State University
312 Concepts, LLC DBA Remedy Food + Drink December 2011 - Present
DAV Enterprises, LLC January 2009 - Present
Merrill Lynch Capital February 2007 - February 2008
JPMorgan Chase July 2005 - February 2007
Skills
Credit, Portfolio Management, Commercial Banking, Loans, Underwriting
Education
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance
NXT Capital January 2010 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch Capital 2002 - 2008
Transamerica September 1993 - December 2002
Education
Emporia State University 1989 — 1993
Business Administration
Bank of America August 2009 - Present
GE Capital December 2004 - March 2009
GE Capital 2008 - 2009
Merrill Lynch Capital 2004 - 2008
Key Global Finance 1998 - 2004
42 North Structured Finance 1998 - 2004
USL Capital Corporation 1987 - 1998
Mellon US Leasing 1987 - 1998
Skills
Capital Markets, Structured Finance
Education
The University of Chicago 1995 — 1997
MBA, Finance/Accounting
Babson College 1980 — 1984
BS, Finance/Investments
GE Antares Capital February 2008 - Present
Merrill Lynch Capital April 2006 - January 2008
JPMorgan Chase August 1999 - March 2006
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Finance
Training, Rehabilitation & Development Institute, Inc. May 2008 - Present
Merrill Lynch Capital April 2007 - February 2008
Jones, Hill, McFarland & Ellis July 2005 - April 2007
Education
Texas A&M University 2004 — 2005
LERE, Real Estate
Texas A&M University 1995 — 1999
BS Construction Science, Construction
Banc of America Leasing May 2010 - Present
RBS Asset Finance February 2008 - May 2010
Merrill Lynch Capital August 2003 - February 2008
AT&T Capital November 1997 - August 2003
JP Morgan Chase 1988 - 1992
Education
Greenville College
BS, Education
US Bank July 2011 - Present
US Bank October 2009 - July 2011
US Bank August 2007 - October 2009
Merrill Lynch Capital April 2006 - August 2007
GE Capital March 2003 - April 2006
GE Capital July 2001 - March 2003
GE Capital June 1999 - July 2001
Skills
Credit, Portfolio Management, Financial Modeling, Loans, Underwriting
Education
Bentley University 1995 — 1999
Bachelor of Science, Finance
BMO Capital Markets March 2008 - Present
Merrill Lynch Capital 2003 - 2008
Education
Northern Illinois University
CIT Capital Equipment Finance August 2015 - Present
Huntington Bank January 2011 - Present
PNC Equipment Finance January 2010 - January 2011
GE Capital January 2008 - December 2009
Merrill Lynch Capital August 2002 - January 2008
Determine Software 2000 - 2002
Heller Financial February 1999 - April 2000
Sanwa Business Credit July 1997 - February 1999
US Leasing May 1984 - July 1997
Mellon US Leasing 1995 - 1997
Education
Michigan State University
BMO Harris Bank January 2015 - Present
BMO Harris Bank June 2012 - Present
FundCore Finance Group February 2011 - May 2012
Merrill Lynch Capital May 2002 - March 2008
Heller Financial (now GE Capital) 1988 - 2003
heller financial June 1988 - February 2002
Heller Financial 1988 - 2002
Skills
Real Estate, Debt, Loans, Syndications, Underwriting, Commercial Mortgages, Investments, Real Estate Economics, Commercial Real Estate, Banking, Financial Modeling
Education
Illinois State University 1984 — 1988
BS, Accounting
CIT Capital Equipment Finance March 2012 - Present
GE Capital - Specialty Finance 2008 - 2009
Merrill Lynch Capital 2002 - 2008
FINOVA Capital Corporation 1997 - 2001
Textron Financial 1993 - 1997
Skills
Loans, Real Estate, Finance, Financial Services, Commercial Real Estate, Small Business Lending, Portfolio Management, Asset Based Lending, Underwriting, Management, Structured Finance, Corporate Finance, Financial Analysis, Credit Analysis, Marketing, Credit, Due Diligence, Commercial Lending, Commercial Banking, Credit Risk, Banking, Financial Modeling, Asset Management, Executive Management, Risk Management, Loan Origination, Valuation, Investments, Relationship Management, Capital Markets, Investment Banking, Corporate Law, Mergers & Acquisitions, Private Equity, Funding
Education
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Finance
Fifth Third Bank, SAG Special Unique September 2011 - Present
Fifth Third Bank, Healthcare/Public Funds December 2009 - September 2011
RBS Asset Finance July 2009 - December 2009
GE Capital February 2008 - February 2009
Merrill Lynch Capital April 2007 - February 2008
US Bank October 2005 - April 2007
Merrill Lynch Global Private Client December 2003 - October 2005
JPMorgan Chase October 2000 - December 2003
Skills
Non-profits, Energy, Healthcare, Higher Education, Portfolio Management, Loans, Credit, Credit Analysis, Financial Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Underwriting, Credit Risk, Risk Management, Corporate Finance, Banking, Due Diligence, Financial Risk, Leveraged Finance, Securities, Nonprofits
Education
National Louis University
BA
Other
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
Bank of America September 2010 - Present
MidCap Financial January 2009 - September 2010
Merrill Lynch Capital February 2006 - March 2008
Oxford Finance Corporation 2001 - 2006
Education
Glasgow Caledonian University 1993 — 1997
BA Hons, Business Studies
People's Capital and Leasing Corp. May 2011 - Present
GE Capital March 2008 - April 2011
Merrill Lynch Capital 2002 - 2008
Transamerica 2001 - 2002
FINOVA Capital Corporation 1994 - 2001
Bell Atlantic TriCon Capital 1984 - 1994
Equitable Life Leasing 1981 - 1984
Education
Philadelphia University 1977 — 1981
BS, Business
TeleGeography February 2014 - Present
TeleGeography May 2008 - Present
Merrill Lynch Capital May 2007 - February 2008
United States Telecommunications Training Institute September 2006 - May 2007
Skills
Market Research, Telecommunications, Market Analysis, Research, Data Analysis, Analysis, International Relations, Qualitative Research, Pricing, Social Media, Project Management, Competitive Analysis, Policy Analysis
Education
American University 2007 — 2008
MA, International Communications
American University 2003 — 2007
BA, International Studies
MidCap Financial August 2010 - Present
CapitalSource April 2008 - July 2010
Merrill Lynch Capital March 2004 - February 2008
GE Capital - Healthcare Financial Services November 2001 - February 2004
Skills
Asset Based Lending, Mezzanine, Debt, Real Estate Finance, Healthcare Industry, Leveraged Finance, Private Equity
Education
University of Baltimore 1993 — 1996
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Maryland College Park 1989 — 1993
Bachelor of Science (B.S.), Finance and Financial Management Services
Monroe Credit Advisors LLC August 2009 - Present
GE Capital - Unitranche Fund LLC February 2008 - February 2009
Merrill Lynch Capital November 2003 - February 2008
US Bancorp August 1999 - November 2003
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 1999
MBA, Finance and accounting
Miami University
BA
Huntington Equipment Finance April 2011 - Present
CIT March 2008 - April 2011
Merrill Lynch Capital March 2005 - February 2008
Transamerica Equipment Financial Services March 2000 - May 2004
Skills
Underwriting, Credit Analysis, Loans, Due Diligence, Portfolio Management, Real Estate, Forecasting, Process Improvement, Financial Analysis
Education
The University of Texas at Dallas 1988 — 1990
MBA, Finance
University of Arkansas 1982 — 1987
BBA, Marketing
Gibraltar Business Capital April 2015 - Present
Citibank, N.A. Asset Based Lending June 2013 - April 2015
Capital One Leverage Finance February 2009 - June 2013
Wachovia Capital Finance August 2006 - February 2009
Merrill Lynch Capital March 2003 - August 2006
Heller Financial/GE Capital July 2000 - March 2003
Fleet Capital Corp. March 1995 - July 2000
Ernst & Young ShinNihon September 1992 - March 1995
Skills
Middle Market, Investment Banking, Private Equity, Valuation, Asset Based Lending, Financial Modeling, Portfolio Management, Underwriting, Business Development, Leveraged Finance
Education
University of Notre Dame 1990 — 1992
BBA, Accounting
Lafayette College 1988 — 1990
Economics
Villa Capital Partners, LLC January 2005 - Present
Merrill Lynch Capital May 2005 - April 2007
Deloitte May 2002 - May 2005
Arthur Andersen August 2000 - May 2002
Education
University of Illinois at Urbana-Champaign 1997 — 2000
BA, Economics
Illinois Institute of Technology
GE Capital February 2008 - Present
GE Antares Capital 2008 - Present
GE Antares Capital (workouts) 2008 - Present
General Electric Capital Corporation 2008 - Present
Merrill Lynch Capital 2002 - 2008
Heller Financial 1989 - 2001
Skills
Asset Based Lending, Special Situations, Structured Finance, Financial Structuring, LBO, Capital Structure, Deal Execution, Valuation, Loan Origination, Credit Analysis, Credit Risk, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Business Administration (MBA), Marketing and Management
Northern Illinois University 1986 — 1988
Bachelor of Science (B.S.), Finance, General
The Higher Learning Commission January 2013 - Present
Project Match May 2011 - December 2013
Merrill Lynch Capital May 2007 - November 2008
Jones Lang LaSalle November 2005 - May 2007
Standard Parking 1997 - 2005
Education
Quinlan School of Business, Loyola University Chicago 2003 — 2005
MBA, Finance
Baldwin Wallace University 1993 — 1995
BA, Accounting
United Financial of Illinois December 2009 - Present
Merrill Lynch Capital 2006 - 2008
CIT Healthcare 2004 - 2006
The CIT Group, Inc. 1993 - 2004
Education
University of Missouri-Columbia School of Law 1984 — 1987
J.D.
Dartmouth College 1979 — 1983
TD Bank December 2013 - Present
MB Financial Bank November 2010 - December 2013
Merrill Lynch Capital April 2002 - December 2008
American National Bank and Trust of Chicago April 1990 - April 2002
Skills
Asset Management, Credit Analysis, Credit Risk, Risk Management, Banking, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Finance, Corporate Finance, Asset Based Lending
Education
DePaul University 1988 — 1996
MBA, Operations Management
DePaul University 1979 — 1984
Bachelors, Finance and Business
JPMorgan Chase December 2012 - Present
BANK, FINANCIAL SERVICES, LEVERAGED & DISTRESSED CREDIT October 2009 - December 2012
Noroton Capital Management March 2008 - January 2010
Cyrus Capital Partners 2004 - 2008
Merrill Lynch Capital 2003 - 2004
CIT 2001 - 2003
Deutsche Bank 1999 - 2001
Fleet Capital Corporation 1990 - 1999
Education
UCLA Anderson School of Management 1988 — 1990
MBA
Dartmouth College
Chemical Bank, N.Y. September 1988 - March 1994
Merrill Lynch Capital 1983 - 1989
Education
Seton Hall University 1976 — 1980
B.A., Communications
NXT Capital Vice PresidentNXT CapitalJune 2010 - Present
GE Antares Capital 2008 - 2010
Merrill Lynch Capital 2005 - 2008
Education
University of Illinois at Urbana-Champaign 1997 — 2001
DaVita February 2012 - Present
Julie Hartman Art January 2009 - Present
Hartman Jewelers December 2007 - June 2009
Merrill Lynch Capital 2002 - 2003
Heller Financial 1999 - 2002
Great River Reinsurance Management 1996 - 1998
Skills
Photoshop, Microsoft Office, PowerPoint, Nonprofits, Creative Direction, Social Media Marketing, Social Media, Advertising, Editing, Public Relations, Sales, Team Building, Research, Leadership, Marketing, Public Speaking, Microsoft Word, Healthcare, Teaching, Customer Service
Education
Missouri State University
Concord River Capital 2005 - Present
Of Course Meals 2012 - 2012
QED Capital Management 2010 - 2012
Merrill Lynch Capital 2002 - 2004
BNP Paribas 1994 - 2002
General Energy Development, Inc. 1995 - 1998
JWP Inc. 1991 - 1994
Mars & Co. 1988 - 1991
Skills
Trading Systems, Investment Management, ETFs
Education
Harvard Business School 1986 — 1988
MBA, Finance
Massachusetts Institute of Technology 1979 — 1983
BSME, Mechanical Engineering
RBS Asset Finance February 2011 - Present
Huron Consulting Group August 2009 - April 2011
Merrill Lynch Capital November 2002 - February 2008
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Accounting
Harris Bank / BMO Financial Group October 2010 - Present
GE Capital January 2008 - October 2010
Merrill Lynch Capital April 2006 - January 2008
JP Morgan Chase August 1999 - March 2006
Skills
Financial Analysis, Middle Market, Commercial Lending, Valuation, Corporate Finance, Credit, Capital Markets, Credit Analysis, Portfolio Management, Financial Modeling, Securities, Commercial Banking, Banking, Loans
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Marketing, Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 1995 — 1999
Bachelor of Science, Finance
Alton High School
Aon Hewitt / Hewitt EnnisKnupp October 2012 - Present
Quinten Road Fund LLC March 2008 - November 2008
Merrill Lynch Capital July 2007 - March 2008
General Electric Capital Corporation March 2001 - July 2007
Arthur Andersen LLP July 1996 - March 2001
Skills
Financial Analysis, Private Equity, Portfolio Management, Capital Markets, Corporate Finance, Risk Management, Banking, Credit Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance and Strategy
University of Illinois at Urbana-Champaign - College of Business 1992 — 1996
Bachelor of Science, Finance
MidCap Financial October 2008 - Present
Vedder Price, P.C. May 2008 - September 2008
Merrill Lynch Capital June 2003 - January 2008
Education
The George Washington University Law School 1984 — 1987
Juris Doctor
University of Virginia 1980 — 1984
Bachelor of Science, Finance
Fifth Third Bank July 2008 - Present
Merrill Lynch Capital September 2006 - June 2008
CapitalSource June 2004 - September 2006
Skills
Syndications, Commercial Lending, Financial Modeling, Corporate Finance, Relationship Management, Loan Origination, Leveraged Finance, Credit Analysis, Capital Markets
Education
Michigan State University
Finance, General