Merrill Lynch Capital

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Merrill Lynch Capital Employees

Employee
Years
Job
Industry
Carl Fowler Carl Fowler Atlanta, Georgia Details
Carl Fowler's Merrill Lynch Capital Experience March 2006 - February 2008
Job Director at NXT Capital
Industry Real Estate
Experience
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

Lee Hord Lee Hord Greater Atlanta Area Details
Lee Hord's Merrill Lynch Capital Experience 2004 - 2008
Job Relationship Manager/VP at US Bank
Industry Real Estate
Experience
US Bank  November 2008 - Present
Merrill Lynch Capital   2004 - 2008
MortgageRamp  2001 - 2004

Education
Georgia Institute of Technology   1985 — 1989

Melissa (Williams) Gillham Melissa (Williams) Gillham Chicago, Illinois Details
Melissa (Williams) Gillham's Merrill Lynch Capital Experience March 2005 - July 2007
Job Global Director of Marketing, Advisor Solutions at Morningstar
Industry Financial Services
Experience
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

Douglas Peck Douglas Peck Dallas/Fort Worth Area Details
Douglas Peck's Merrill Lynch Capital Experience May 2002 - January 2008
Job Senior Vice President Business Origination at Nations Equipment Finance
Industry Financial Services
Experience
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

Cynthia Lozano Cynthia Lozano Greater Chicago Area Details
Cynthia Lozano's Merrill Lynch Capital Experience 2002 - 2006
Job Commercial Loan Administrator, Assistant Vice President
Industry Financial Services
Experience
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

Adele Fairman Adele Fairman Dallas/Fort Worth Area Details
Adele Fairman's Merrill Lynch Capital Experience 2007 - 2008
Job Senior Operational Risk Professional Financial Services | Construction | Environmental Services | Project Manager
Industry Commercial Real Estate
Experience
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

Lev Gershman Lev Gershman Greater San Diego Area Details
Lev Gershman's Merrill Lynch Capital Experience 2005 - 2006
Job Managing Partner at Tideline Partners
Industry Real Estate
Experience
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

Dan Gasperut Dan Gasperut Chicago, Illinois Details
Dan Gasperut's Merrill Lynch Capital Experience July 2005 - August 2008
Job Developer / Big Data Architect
Industry Computer Software
Experience
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

Tamara Tammy Dowd Tamara Tammy Dowd Tampa/St. Petersburg, Florida Area Details
Tamara Tammy Dowd's Merrill Lynch Capital Experience July 2002 - July 2007
Job Senior Relationship Manager at Fifth Third Bank
Industry Banking
Experience
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

Linda (Menich) Behringer Linda (Menich) Behringer Greater Chicago Area Details
Linda (Menich) Behringer's Merrill Lynch Capital Experience 2004 - 2008
Job Retired and pursuing a new rhythm of life
Industry Commercial Real Estate
Experience
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

Beth Page Beth Page Greater Los Angeles Area Details
Beth Page's Merrill Lynch Capital Experience 2004 - 2006
Job Principal at Ares Management LLC
Industry Financial Services
Experience
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

Bill Jurjovec Bill Jurjovec Greater Chicago Area Details
Bill Jurjovec's Merrill Lynch Capital Experience March 2007 - October 2008
Job Vice President at Wintrust Financial
Industry Real Estate
Experience
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

Eileen M. Quigley Eileen M. Quigley Greater Chicago Area Details
Eileen M. Quigley's Merrill Lynch Capital Experience February 2002 - December 2008
Job Vice President, Operations Manager, J.P. Morgan
Industry Financial Services
Experience
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

Kevin McMeen Kevin McMeen Greater Chicago Area Details
Kevin McMeen's Merrill Lynch Capital Experience 2004 - 2008
Job President Real Estate at MidCap Financial, LLC
Industry Financial Services
Experience
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

Lori Loehr Lori Loehr Chicago, Illinois Details
Lori Loehr's Merrill Lynch Capital Experience 2004 - 2008
Job Director of Domestic AML Compliance at U.S. Bank
Industry Financial Services
Experience
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

Daniel Kemph Daniel Kemph Cincinnati Area Details
Daniel Kemph's Merrill Lynch Capital Experience January 2005 - May 2007
Job Senior Business Analyst at Bank of America
Industry Banking
Experience
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

Melody Papenbrock Melody Papenbrock Orange County, California Area Details
Melody Papenbrock's Merrill Lynch Capital Experience February 2006 - May 2008
Job Seeking Opportunities
Industry Marketing and Advertising
Experience
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

Jennifer Tokarz Jennifer Tokarz Greater Denver Area Details
Jennifer Tokarz's Merrill Lynch Capital Experience May 2005 - December 2008
Job Consultant Accounting and Reporting
Industry Accounting
Experience
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

Claude Mattessich Claude Mattessich Greater New York City Area Details
Claude Mattessich's Merrill Lynch Capital Experience December 2003 - March 2008
Job Managing Director at CIT Group
Industry Investment Banking
Experience
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

Cynthia Doehler Cynthia Doehler Greater Chicago Area Details
Cynthia Doehler's Merrill Lynch Capital Experience October 2002 - March 2008
Job Residential and Commercial Real Estate Broker RE/MAX 1st Service
Industry Real Estate
Experience
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

Lynne Corwin Lynne Corwin Denver, Colorado Details
Lynne Corwin's Merrill Lynch Capital Experience January 2006 - February 2008
Job Independent Contractor, Business Analysis
Industry Information Technology and Services
Experience
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

Christine Taillon Daito Christine Taillon Daito Greater Chicago Area Details
Christine Taillon Daito's Merrill Lynch Capital Experience September 2003 - April 2008
Job Sr. Portfolio Analyst at NXT Capital
Industry Financial Services
Experience
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

John Stanzi John Stanzi Parsippany, New Jersey Details
John Stanzi's Merrill Lynch Capital Experience 2006 - 2008
Job President of Diagnostics at One Call Care Management
Industry Insurance
Experience
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

Angie Kuna (Zemen), CPA/MBA Angie Kuna (Zemen), CPA/MBA Chicago, Illinois Details
Angie Kuna (Zemen), CPA/MBA's Merrill Lynch Capital Experience May 2007 - August 2008
Job Director of Finance at CapX Partners
Industry Venture Capital & Private Equity
Experience
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

Bob Spychalski Bob Spychalski Greater Chicago Area Details
Bob Spychalski's Merrill Lynch Capital Experience 2006 - 2008
Job Real Estate Broker at Century 21 Pride Realty, Inc.
Industry Banking
Experience
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

Fotini Nottingham Fotini Nottingham Chicago, Illinois Details
Fotini Nottingham's Merrill Lynch Capital Experience October 2006 - December 2008
Job Assistant Vice President, Real Estate Finance at NXT Capital
Industry Financial Services
Experience
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

Catherine Mosher Catherine Mosher Dallas/Fort Worth Area Details
Catherine Mosher's Merrill Lynch Capital Experience 2004 - 2008
Job Marketing Brand Manager at Sabre
Industry Marketing and Advertising
Experience
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.

Ross Teune Ross Teune Greater Chicago Area Details
Ross Teune's Merrill Lynch Capital Experience November 2006 - November 2007
Job Director of Financial Reporting at Golub Capital
Industry Investment Management
Experience
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

Jennifer Rench Jennifer Rench Greater Chicago Area Details
Jennifer Rench's Merrill Lynch Capital Experience April 2002 - August 2004
Job Commercial Sales Representative/Assistant Vice President at Chicago Title Insurance Company
Industry Commercial Real Estate
Experience
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

Jason Doornbos Jason Doornbos Athens, Georgia Area Details
Jason Doornbos's Merrill Lynch Capital Experience 2003 - February 2008
Job Vice President of Aquisitions & Development at Landmark Properties, Inc.
Industry Commercial Real Estate
Experience
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

Neil Rudd Neil Rudd Greater Chicago Area Details
Neil Rudd's Merrill Lynch Capital Experience November 2001 - February 2008
Job Chief Financial and Administrative Officer at NXT Capital
Industry Financial Services
Experience
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

Jim McCartney Jim McCartney Greater Chicago Area Details
Jim McCartney's Merrill Lynch Capital Experience 2005 - 2008
Job Director, Credit Policy & Risk Management at Urban Partnership Bank
Industry Commercial Real Estate
Experience
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

Heath Fuller Heath Fuller Greater Chicago Area Details
Heath Fuller's Merrill Lynch Capital Experience 2006 - 2008
Job Managing Director Head of Capital Markets at NXT Capital, LLC
Industry Financial Services
Experience
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)

Christopher Domke Christopher Domke Greater Chicago Area Details
Christopher Domke's Merrill Lynch Capital Experience April 2002 - March 2008
Job
Industry Investment Management
Experience
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

Patrick Lucas Patrick Lucas Chicago, Illinois Details
Patrick Lucas's Merrill Lynch Capital Experience May 2003 - February 2008
Job Director Originations at BMO Harris, Restaurant Finance
Industry Banking
Experience
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

Mark Gertzof Mark Gertzof Chicago, Illinois Details
Mark Gertzof's Merrill Lynch Capital Experience July 2002 - February 2008
Job Managing Director at Direct Lending Group
Industry Banking
Experience
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

Brandon Hinkle Brandon Hinkle Greater Chicago Area Details
Brandon Hinkle's Merrill Lynch Capital Experience 2005 - 2008
Job Vice President at Kovitz Private Holdings, LLC
Industry Financial Services
Experience
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

Pam Lenamon Pam Lenamon Dallas/Fort Worth Area Details
Pam Lenamon's Merrill Lynch Capital Experience 2004 - 2008
Job Vice President at CIT Capital Equipment Finance
Industry Financial Services
Experience
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

Danielle Katz Danielle Katz Greater Chicago Area Details
Danielle Katz's Merrill Lynch Capital Experience March 2003 - February 2008
Job Senior Vice President Team Lead at GE Healthcare Financial Services
Industry Financial Services
Experience
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

Robert Marks Robert Marks Chicago, Illinois Details
Robert Marks's Merrill Lynch Capital Experience 2007 - 2008
Job PricewaterhouseCoopers Corporate Finance LLC
Industry Investment Banking
Experience
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

Adam Kaplan Adam Kaplan Greater Chicago Area Details
Adam Kaplan's Merrill Lynch Capital Experience May 2004 - May 2007
Job Senior Vice President of Business and Organizational Development at Senior Lifestyle Corporation
Industry Real Estate
Experience
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

Stacey (Watson) Weniger Stacey (Watson) Weniger Greater Pittsburgh Area Details
Stacey (Watson) Weniger's Merrill Lynch Capital Experience July 2006 - March 2008
Job VP Commercial Real Estate Loan Originator
Industry Financial Services
Experience
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

John Finnerty John Finnerty Greater Chicago Area Details
John Finnerty's Merrill Lynch Capital Experience July 2002 - February 2008
Job Senior Managing Director, NXT Capital
Industry Financial Services
Experience
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

Brad Kimme Brad Kimme Chicago, Illinois Details
Brad Kimme's Merrill Lynch Capital Experience June 2007 - February 2008
Job Vice President at GE Capital
Industry Banking
Experience
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

Ashley Medio Ashley Medio Greater Chicago Area Details
Ashley Medio's Merrill Lynch Capital Experience January 2005 - February 2008
Job Senior Vice President at GE Antares Capital
Industry Financial Services
Experience
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

Roberto P. Delgado Roberto P. Delgado Greater Nashville Area Details
Roberto P. Delgado's Merrill Lynch Capital Experience 2003 - 2004
Job Real Estate and Social Entrepreneurship
Industry Real Estate
Experience
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

Koren Sill McGinnis Koren Sill McGinnis Dallas/Fort Worth Area Details
Koren Sill McGinnis's Merrill Lynch Capital Experience April 2006 - February 2008
Job
Industry Financial Services
Experience
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

Erik Van Vuren Erik Van Vuren Greater Chicago Area Details
Erik Van Vuren's Merrill Lynch Capital Experience March 2003 - February 2008
Job
Industry Banking
Experience
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

Amy Hodson Amy Hodson Greater Chicago Area Details
Amy Hodson's Merrill Lynch Capital Experience 2004 - 2007
Job Vice President at Cole Taylor Bank
Industry Banking
Experience
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

Adnan Baig Adnan Baig Greater Chicago Area Details
Adnan Baig's Merrill Lynch Capital Experience February 2006 - February 2009
Job IT Consultant
Industry Computer Networking
Experience
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

Margaret Magda Springuel Margaret Magda Springuel Greater Chicago Area Details
Margaret Magda Springuel's Merrill Lynch Capital Experience January 2004 - February 2008
Job Vice President, Corporate Finance and Equipment Finance at GE Capital
Industry Banking
Experience
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

George Sfondilis George Sfondilis Greater Chicago Area Details
George Sfondilis's Merrill Lynch Capital Experience 2002 - 2008
Job Director Commercial Operations and Technology at H. Lundbeck A/S
Industry Information Technology and Services
Experience
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

Denise Brown Denise Brown Greater Chicago Area Details
Denise Brown's Merrill Lynch Capital Experience February 2002 - December 2005
Job Chief Credit and Risk Officer at Harley Davidson Financial Services
Industry Banking
Experience
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

Philip Traven, CFA Philip Traven, CFA Greater Chicago Area Details
Philip Traven, CFA's Merrill Lynch Capital Experience August 2005 - July 2008
Job Research Analyst at Nuveen Investments
Industry Financial Services
Experience
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

Seth Derdzinski Seth Derdzinski Greater Chicago Area Details
Seth Derdzinski's Merrill Lynch Capital Experience January 2004 - July 2006
Job Director Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
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

Michael Metzler Michael Metzler Greater Chicago Area Details
Michael Metzler's Merrill Lynch Capital Experience May 2002 - December 2008
Job Director of Operations NXT Capital
Industry Financial Services
Experience
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

Roya Forood, MBA Roya Forood, MBA Greater San Diego Area Details
Roya Forood, MBA's Merrill Lynch Capital Experience November 2006 - June 2008
Job Vice President, Senior Relationship Manager at JPMorgan Chase
Industry Banking
Experience
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

Liz Altman Liz Altman Chicago, Illinois Details
Liz Altman's Merrill Lynch Capital Experience August 2003 - February 2007
Job Senior Operations Analyst at NXT Capital
Industry Banking
Experience
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

Tim Buening Tim Buening Greater St. Louis Area Details
Tim Buening's Merrill Lynch Capital Experience September 2002 - February 2008
Job Vice President at Fifth Third Bank
Industry Management Consulting
Experience
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

Chris Herrman Chris Herrman Chicago, Illinois Details
Chris Herrman's Merrill Lynch Capital Experience 2002 - 2007
Job VP Finance & Treasurer at Mitsui Rail Capital, LLC
Industry Transportation/Trucking/Railroad
Experience
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)

Holly Riley Holly Riley Greater Chicago Area Details
Holly Riley's Merrill Lynch Capital Experience 2004 - 2008
Job Senior Manager, Revenue Services, at Preferred Hotel Group
Industry Financial Services
Experience
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

Deana Williamson Deana Williamson Boston, Massachusetts Details
Deana Williamson's Merrill Lynch Capital Experience November 2006 - February 2008
Job Vice President at State Street
Industry Banking
Experience
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

Pamela (Bates) Heller Pamela (Bates) Heller Greater Chicago Area Details
Pamela (Bates) Heller's Merrill Lynch Capital Experience September 2004 - February 2008
Job Sr. Vice President, Assoc. General Counsel & Director of Loan Administration at Old Second National Bank
Industry Banking
Experience
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

Chris Olney Chris Olney Greater New York City Area Details
Chris Olney's Merrill Lynch Capital Experience 2005 - 2009
Job Director at Bank of America
Industry Financial Services
Experience
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

Lawrence (Lory) Brin Lawrence (Lory) Brin Washington D.C. Metro Area Details
Lawrence (Lory) Brin's Merrill Lynch Capital Experience 2007 - 2008
Job Managing Director at MidCap Financial
Industry Real Estate
Experience
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

Christopher O'Dea Christopher O'Dea Greater Chicago Area Details
Christopher O'Dea's Merrill Lynch Capital Experience 2004 - 2007
Job at CXN Real Estate Services, LLC
Industry Real Estate
Experience
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

Teborek, Kevin Teborek, Kevin Greater Chicago Area Details
Teborek, Kevin's Merrill Lynch Capital Experience March 2005 - February 2007
Job Owner and Coach at CrossFit etown
Industry Financial Services
Experience
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

Michael Molenda Michael Molenda Greater Chicago Area Details
Michael Molenda's Merrill Lynch Capital Experience February 2005 - August 2007
Job Managing Director, Regions Business Capital at Regions Financial Corporation
Industry Banking
Experience
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

Sue Papp Sue Papp Greater Chicago Area Details
Sue Papp's Merrill Lynch Capital Experience January 2004 - December 2008
Job Biller at Jerry Haggerty Chevrolet
Industry Automotive
Experience
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

Eric Feldmann Eric Feldmann Greater Chicago Area Details
Eric Feldmann's Merrill Lynch Capital Experience 1997 - 2008
Job Director of Technology at NXT Capital
Industry Financial Services
Experience
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

Janet Klinger Janet Klinger Greater Chicago Area Details
Janet Klinger's Merrill Lynch Capital Experience June 2002 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Stacia Kopplin Stacia Kopplin Greater Chicago Area Details
Stacia Kopplin's Merrill Lynch Capital Experience October 2002 - May 2008
Job Director, Risk Management at NXT Capital
Industry Financial Services
Experience
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

Janet Tallberg Janet Tallberg Greater Milwaukee Area Details
Janet Tallberg's Merrill Lynch Capital Experience 2006 - 2008
Job VP, Senior Audit Manager at BMO Harris Bank
Industry Financial Services
Experience
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

Luis Viera Luis Viera Washington D.C. Metro Area Details
Luis Viera's Merrill Lynch Capital Experience August 2003 - May 2008
Job Managing Director at MidCap Financial, LLC
Industry Banking
Experience
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

Allen Hynes Allen Hynes Houston, Texas Area Details
Allen Hynes's Merrill Lynch Capital Experience 2003 - 2008
Job ManagerFinance at Greystar
Industry Real Estate
Experience
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

Elaine Lee Moore Elaine Lee Moore Greater Atlanta Area Details
Elaine Lee Moore's Merrill Lynch Capital Experience 2006 - 2008
Job Vice President Real Estate Finance at NXT Capital
Industry Real Estate
Experience
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

Kevin Dahm Kevin Dahm Greater Chicago Area Details
Kevin Dahm's Merrill Lynch Capital Experience 2005 - 2007
Job Real Estate / Parking
Industry Real Estate
Experience
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

Seiji Daito Seiji Daito Greater Chicago Area Details
Seiji Daito's Merrill Lynch Capital Experience September 2006 - February 2008
Job Tier 1 Automotive Sales VP
Industry Mechanical or Industrial Engineering
Experience
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

Shane Shepherd Shane Shepherd Greater Chicago Area Details
Shane Shepherd's Merrill Lynch Capital Experience 2007 - 2008
Job Kayne Anderson Senior Credit Fund
Industry Banking
Experience
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

Yvette Baber Yvette Baber Greater Chicago Area Details
Yvette Baber's Merrill Lynch Capital Experience March 2004 - October 2008
Job at JPMorgan Chase
Industry Financial Services
Experience
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

Shondolyn Jackson Shondolyn Jackson Greater Chicago Area Details
Shondolyn Jackson's Merrill Lynch Capital Experience 2006 - 2008
Job at MB Financial Bank
Industry Banking
Experience
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

Kate Timlin Kate Timlin Greater Detroit Area Details
Kate Timlin's Merrill Lynch Capital Experience 2007 - 2008
Job CPA, Senior Auditor at Deloitte
Industry Accounting
Experience
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

Angela Fabus Angela Fabus Greater Chicago Area Details
Angela Fabus's Merrill Lynch Capital Experience 2003 - 2008
Job Vice President at NXT Capital
Industry Financial Services
Experience
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

Tom Bukowski Tom Bukowski Wallingford, Connecticut Details
Tom Bukowski's Merrill Lynch Capital Experience Senior Vice PresidentNew York Community Bank Specialty Finance Co.May 2013 - Present
Job Senior Vice President at New York Community Bank Specialty Finance Co.
Industry Financial Services
Experience
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

Gail Duran Gail Duran Chicago, Illinois Details
Gail Duran's Merrill Lynch Capital Experience 2005 - 2008
Job Assistant Vice President, Loan Administrator at Wells Fargo
Industry Financial Services
Experience
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

Moncina Jackson Moncina Jackson Greater Chicago Area Details
Moncina Jackson's Merrill Lynch Capital Experience April 2007 - May 2008
Job Administrative Assistant at Baker Demonstration School
Industry Financial Services
Experience
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

Rich Holston Rich Holston Greater New York City Area Details
Rich Holston's Merrill Lynch Capital Experience 2002 - 2008
Job Vice President at Siemens Financial Services, Inc.
Industry Financial Services
Experience
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

Emmet Wong Emmet Wong Greater Chicago Area Details
Emmet Wong's Merrill Lynch Capital Experience 2002 - 2006
Job Vice President at PNC Business Credit
Industry Banking
Experience
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

Sandra DeToto Sandra DeToto Houston, Texas Area Details
Sandra DeToto's Merrill Lynch Capital Experience May 2003 - May 2008
Job Commercial Real Estate
Industry Real Estate
Experience
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

Tammy Roehm Tammy Roehm Greater Chicago Area Details
Tammy Roehm's Merrill Lynch Capital Experience 2002 - 2008
Job Director at NXT Capital
Industry Financial Services
Experience
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

Duke Slaughter Duke Slaughter Charlotte, North Carolina Area Details
Duke Slaughter's Merrill Lynch Capital Experience 2005 - 2008
Job Healthcare Financial Consultant
Industry Financial Services
Experience
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

Erica Knight Erica Knight Greater Chicago Area Details
Erica Knight's Merrill Lynch Capital Experience December 2005 - November 2008
Job Portfolio Analyst at Merrill Lynch Capital
Industry Financial Services
Experience
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

Jimmy Krsanac Jimmy Krsanac Greater Chicago Area Details
Jimmy Krsanac's Merrill Lynch Capital Experience 2003 - January 2010
Job Vice President, Head of Operations at Deutsche Leasing USA
Industry Financial Services
Experience
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

J.D. White J.D. White Washington D.C. Metro Area Details
J.D. White's Merrill Lynch Capital Experience April 2006 - March 2008
Job Legal Manager
Industry Legal Services
Experience
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

Kathleen Lenahan Kathleen Lenahan Greater New York City Area Details
Kathleen Lenahan's Merrill Lynch Capital Experience July 2002 - April 2003
Job Credit Coordinator at Asco Power Technologies
Industry Electrical/Electronic Manufacturing
Experience
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

Kelly Gordon Maier Kelly Gordon Maier Greater New York City Area Details
Kelly Gordon Maier's Merrill Lynch Capital Experience March 2005 - February 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
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

Kelli O'Connell Kelli O'Connell Greater Chicago Area Details
Kelli O'Connell's Merrill Lynch Capital Experience 2002 - 2008
Job Director at NXT Capital
Industry Financial Services
Experience
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

Lisa Ertl Lisa Ertl Tinley Park, Illinois Details
Lisa Ertl's Merrill Lynch Capital Experience July 2002 - December 2008
Job at
Industry Financial Services
Experience
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

Lenora Ramey Lenora Ramey Greater Chicago Area Details
Lenora Ramey's Merrill Lynch Capital Experience February 2004 - February 2008
Job Lead Business Solutions Consultant at International Decision Systems
Industry Financial Services
Experience
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

Deedra Darby-Jones Deedra Darby-Jones Greater Chicago Area Details
Deedra Darby-Jones's Merrill Lynch Capital Experience June 2004 - October 2006
Job Vice President at PNC Business Credit
Industry Financial Services
Experience
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

Michael DeVivo Michael DeVivo San Francisco, California Details
Michael DeVivo's Merrill Lynch Capital Experience 2004 - 2006
Job EVP & Chief Credit Officer at Trans Pacific National Bank
Industry Banking
Experience
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

Matthew Ehret Matthew Ehret Greater Atlanta Area Details
Matthew Ehret's Merrill Lynch Capital Experience 2004 - 2008
Job Director at NXT Capital
Industry Real Estate
Experience
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

Scott Lundmark Scott Lundmark Hinsdale, Illinois Details
Scott Lundmark's Merrill Lynch Capital Experience 2003 - 2008
Job President at Adventure Golf Services
Industry Entertainment
Experience
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

Eric Hsiao Eric Hsiao Orange County, California Area Details
Eric Hsiao's Merrill Lynch Capital Experience March 2006 - February 2008
Job Vice President at BNY Mellon
Industry Banking
Experience
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

Dawn Bangert (Amrein) Dawn Bangert (Amrein) Greater Chicago Area Details
Dawn Bangert (Amrein)'s Merrill Lynch Capital Experience 2004 - 2008
Job Director at KPMG Advisory
Industry Financial Services
Experience
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

Penelope Johnson Penelope Johnson Greater Chicago Area Details
Penelope Johnson's Merrill Lynch Capital Experience February 2006 - February 2008
Job Experienced paralegal in secured lending industry.
Industry Financial Services
Experience
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

Nicholas Calcanes Nicholas Calcanes Greater New York City Area Details
Nicholas Calcanes's Merrill Lynch Capital Experience 2006 - 2007
Job Vice President Investment Banking Financial Planning & Analysis at Credit Suisse
Industry Financial Services
Experience
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

Michael Eagen Michael Eagen Austin, Texas Area Details
Michael Eagen's Merrill Lynch Capital Experience September 2006 - February 2008
Job Director, Originations Franchise Finance
Industry Financial Services
Experience
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

Marty McGrath Marty McGrath Greater Chicago Area Details
Marty McGrath's Merrill Lynch Capital Experience 2007 - 2008
Job Senior Vice President, Finance at Golub Capital
Industry Financial Services
Experience
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

Jennifer Malinowski Jennifer Malinowski Greater Chicago Area Details
Jennifer Malinowski's Merrill Lynch Capital Experience 2002 - 2008
Job Operational Assistant at Community Hospital
Industry Investment Banking
Experience
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

Gloria Sargent Gloria Sargent Greater Chicago Area Details
Gloria Sargent's Merrill Lynch Capital Experience 2004 - 2005
Job Controller at McLachlan, Rissman & Doll
Industry Financial Services
Experience
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

Kevin Rostowsky Kevin Rostowsky Greater Atlanta Area Details
Kevin Rostowsky's Merrill Lynch Capital Experience 2001 - 2008
Job Co President NXT Real Estate Finance at NXT Capital
Industry Real Estate
Experience
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

Atit Patel Atit Patel Kansas City, Missouri Area Details
Atit Patel's Merrill Lynch Capital Experience February 2007 - February 2008
Job Owner/President at 312 Concepts, LLC
Industry Restaurants
Experience
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

Ted Denniston Ted Denniston Greater Chicago Area Details
Ted Denniston's Merrill Lynch Capital Experience 2002 - 2008
Job Managing Director at NXT Capital
Industry Financial Services
Experience
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

Scott Mackintosh Scott Mackintosh Greater Boston Area Details
Scott Mackintosh's Merrill Lynch Capital Experience 2004 - 2008
Job Principal at Bank of America
Industry Financial Services
Experience
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

Todd Meggos Todd Meggos Greater Chicago Area Details
Todd Meggos's Merrill Lynch Capital Experience April 2006 - January 2008
Job Assistant Vice President at GE Capital
Industry Banking
Experience
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

John Rangel John Rangel San Antonio, Texas Area Details
John Rangel's Merrill Lynch Capital Experience April 2007 - February 2008
Job Business Development at Training, Rehabilitation & Development Institute, Inc.
Industry Nonprofit Organization Management
Experience
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

Paul Wride Paul Wride Greater Chicago Area Details
Paul Wride's Merrill Lynch Capital Experience August 2003 - February 2008
Job Vice President at Banc of America Leasing
Industry Financial Services
Experience
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

Ben Coscarart Ben Coscarart Seattle, Washington Details
Ben Coscarart's Merrill Lynch Capital Experience April 2006 - August 2007
Job Vice PresidentRelationship Manager at US Bank
Industry Financial Services
Experience
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

Aleen Hartje Aleen Hartje Greater Chicago Area Details
Aleen Hartje's Merrill Lynch Capital Experience 2003 - 2008
Job Sponsor Finance at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  March 2008 - Present
Merrill Lynch Capital   2003 - 2008

Education
Northern Illinois University

Steve Bander Steve Bander Greater Detroit Area Details
Steve Bander's Merrill Lynch Capital Experience August 2002 - January 2008
Job Director at CIT Capital Equipment Finance
Industry Financial Services
Experience
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

Kim Liautaud Kim Liautaud Greater Chicago Area Details
Kim Liautaud's Merrill Lynch Capital Experience May 2002 - March 2008
Job Managaing Director at BMO Harris Bank
Industry Banking
Experience
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

Tom Linebarger Tom Linebarger Greater Chicago Area Details
Tom Linebarger's Merrill Lynch Capital Experience 2002 - 2008
Job Vice President Direct Originations at Stonebriar Commercial Finance
Industry Capital Markets
Experience
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

Galina Germanovich Galina Germanovich Greater Chicago Area Details
Galina Germanovich's Merrill Lynch Capital Experience April 2007 - February 2008
Job VP, Special Assets Portfolio Manager III at Fifth Third Bank
Industry Financial Services
Experience
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

Carmen Grizzard Wallace Carmen Grizzard Wallace Greater Chicago Area Details
Carmen Grizzard Wallace's Merrill Lynch Capital Experience June 2007 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
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

Craig Bogle Craig Bogle Washington D.C. Metro Area Details
Craig Bogle's Merrill Lynch Capital Experience February 2006 - March 2008
Job Vice President
Industry Financial Services
Experience
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

Kenneth Andreozzi Kenneth Andreozzi Greater Philadelphia Area Details
Kenneth Andreozzi's Merrill Lynch Capital Experience 2002 - 2008
Job Vice President of Sales, Mining Finance at People's Capital and Leasing Corp.
Industry Financial Services
Experience
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

Brianna Boudreau Brianna Boudreau Washington, District Of Columbia Details
Brianna Boudreau's Merrill Lynch Capital Experience May 2007 - February 2008
Job Senior Analyst at TeleGeography
Industry Telecommunications
Experience
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

Lisa Lenderman Lisa Lenderman Bethesda, Maryland Details
Lisa Lenderman's Merrill Lynch Capital Experience March 2004 - February 2008
Job Deputy General Counsel at MidCap Financial
Industry Financial Services
Experience
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

Brent Krambeck Brent Krambeck Greater Chicago Area Details
Brent Krambeck's Merrill Lynch Capital Experience November 2003 - February 2008
Job CoManaging Partner at Monroe Credit Advisors
Industry Investment Banking
Experience
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

Greg Wallis Greg Wallis Dallas/Fort Worth Area Details
Greg Wallis's Merrill Lynch Capital Experience March 2005 - February 2008
Job Vice President at Huntington Equipment Finance
Industry Banking
Experience
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

Anthony DiChiara Anthony DiChiara Greater Chicago Area Details
Anthony DiChiara's Merrill Lynch Capital Experience March 2003 - August 2006
Job Executive Vice President at Gibraltar Business Capital
Industry Banking
Experience
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

Erik Hubbard Erik Hubbard Greater Chicago Area Details
Erik Hubbard's Merrill Lynch Capital Experience May 2005 - April 2007
Job Principal at Villa Capital Partners, LLC
Industry Real Estate
Experience
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

Michele Kovatchis Michele Kovatchis Greater Chicago Area Details
Michele Kovatchis's Merrill Lynch Capital Experience 2002 - 2008
Job Senior Managing Director at Antares Capital
Industry Financial Services
Experience
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

Susan Pyne-Torres Susan Pyne-Torres Greater Chicago Area Details
Susan Pyne-Torres's Merrill Lynch Capital Experience May 2007 - November 2008
Job Director of Finance at The Higher Learning Commission
Industry Accounting
Experience
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

Robert Agler Robert Agler Greater Chicago Area Details
Robert Agler's Merrill Lynch Capital Experience 2006 - 2008
Job General Counsel at United Financial of Illinois
Industry Legal Services
Experience
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

Arlene Bonnet Arlene Bonnet Greater Philadelphia Area Details
Arlene Bonnet's Merrill Lynch Capital Experience April 2002 - December 2008
Job Head, ABL Operations at TD Bank
Industry Financial Services
Experience
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

Steve Quinn Steve Quinn Greater New York City Area Details
Steve Quinn's Merrill Lynch Capital Experience 2003 - 2004
Job Managing Director, Middle Market Banking & Specialized Industries, Connecticut / Bronx / Westchester at JPMorgan Chase
Industry Banking
Experience
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

Janet M. Dempsey Janet M. Dempsey Greater New York City Area Details
Janet M. Dempsey's Merrill Lynch Capital Experience 1983 - 1989
Job Independent Investment Management Professional
Industry Investment Management
Experience
Chemical Bank, N.Y.   September 1988 - March 1994
Merrill Lynch Capital   1983 - 1989

Education
Seton Hall University   1976 — 1980
B.A., Communications

Andrea Tunick Andrea Tunick Greater Chicago Area Details
Andrea Tunick's Merrill Lynch Capital Experience 2005 - 2008
Job Director at NXT Capital
Industry Financial Services
Experience
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

Julie Hartman Julie Hartman Greater St. Louis Area Details
Julie Hartman's Merrill Lynch Capital Experience 2002 - 2003
Job Healthcare Administrative Professional
Industry Hospital & Health Care
Experience
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

Doug Gouchoe Doug Gouchoe Greater Boston Area Details
Doug Gouchoe's Merrill Lynch Capital Experience 2002 - 2004
Job Independent Quantitative Trader
Industry Investment Management
Experience
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

Paula Berry Paula Berry Greater Chicago Area Details
Paula Berry's Merrill Lynch Capital Experience November 2002 - February 2008
Job SVP RBS Asset Finance
Industry Management Consulting
Experience
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

Todd Meggos Todd Meggos Greater Chicago Area Details
Todd Meggos's Merrill Lynch Capital Experience April 2006 - January 2008
Job Director at BMO Harris Bank N.A.
Industry Banking
Experience
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

Lisa Staub Lisa Staub Greater Chicago Area Details
Lisa Staub's Merrill Lynch Capital Experience July 2007 - March 2008
Job Senior Private Equity Consultant at Aon Hewitt / Hewitt EnnisKnupp
Industry Financial Services
Experience
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

Robert Goodridge Robert Goodridge Washington D.C. Metro Area Details
Robert Goodridge's Merrill Lynch Capital Experience June 2003 - January 2008
Job General Counsel at MidCap Financial
Industry Financial Services
Experience
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

Katherine (Failla) Marano Katherine (Failla) Marano Chicago, Illinois Details
Katherine (Failla) Marano's Merrill Lynch Capital Experience September 2006 - June 2008
Job Vice President Fifth Third Bank Syndications
Industry Financial Services
Experience
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

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