Municipal Mortgage & Equity, LLC
Industry: Portfolio management company
DescriptionHeadquarters: Baltimore, MD Founded: 1995 Subsidiaries: MMA Energy Capital, LLC,
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Municipal Mortgage & Equity, LLC Employees
Employee
Years
Job
Industry
Stephanie (Stevie) Moore Stephanie (Stevie) Moore's Municipal Mortgage & Equity, LLC Experience January 2008 - April 2009
Job Communications Chair at Junior League of ClearwaterDunedin
Industry Information Technology and Services
Experience
Junior League of Clearwater-Dunedin August 2010 - Present
Stay-At-Home-Mom February 2009 - Present
Municipal Mortgage & Equity, LLC January 2008 - April 2009
Sogeti USA (formerly Software Architects Inc) April 2007 - December 2007
Municipal Mortgage & Equity, LLC (through Sogeti) April 2006 - December 2007
Software Architects June 2005 - April 2007
Kaplan University Online (through Software Architects, Inc) June 2005 - April 2006
Cryovac Sealed Air Corporation August 2002 - May 2004
Skills
JavaScript, SQL Server, ASP.NET, Visual Studio, Databases
Education
Clemson University 2000 — 2005
Computer Information Systems, Computer Science
Junior League of Clearwater-Dunedin August 2010 - Present
Stay-At-Home-Mom February 2009 - Present
Municipal Mortgage & Equity, LLC January 2008 - April 2009
Sogeti USA (formerly Software Architects Inc) April 2007 - December 2007
Municipal Mortgage & Equity, LLC (through Sogeti) April 2006 - December 2007
Software Architects June 2005 - April 2007
Kaplan University Online (through Software Architects, Inc) June 2005 - April 2006
Cryovac Sealed Air Corporation August 2002 - May 2004
Skills
JavaScript, SQL Server, ASP.NET, Visual Studio, Databases
Education
Clemson University 2000 — 2005
Computer Information Systems, Computer Science
Matt Drummond Matt Drummond's Municipal Mortgage & Equity, LLC Experience November 2004 - December 2006
Job Vice PresidentChief Financial Officer at Mars Super Markets, Inc.
Industry Supermarkets
Experience
Mars Super Markets, Inc. August 2013 - Present
MOI March 2010 - July 2013
MOI December 2006 - February 2010
Municipal Mortgage & Equity, LLC November 2004 - December 2006
AFL-CIO Housing Investment Trust January 2003 - November 2004
Ernst & Young, Arthur Andersen August 1997 - January 2003
Skills
Internal Controls, Accounting, Budgets, SEC filings, Financial Reporting, CPA, GAAP, Financial Accounting, Cash Management, General Ledger, US GAAP, QuickBooks, Treasury Management, Assurance, Forecasting, Revenue Recognition, Finance
Education
University of Maryland College Park 1992 — 1997
BS Accounting & BS Finance, Accounting & Finance
Mars Super Markets, Inc. August 2013 - Present
MOI March 2010 - July 2013
MOI December 2006 - February 2010
Municipal Mortgage & Equity, LLC November 2004 - December 2006
AFL-CIO Housing Investment Trust January 2003 - November 2004
Ernst & Young, Arthur Andersen August 1997 - January 2003
Skills
Internal Controls, Accounting, Budgets, SEC filings, Financial Reporting, CPA, GAAP, Financial Accounting, Cash Management, General Ledger, US GAAP, QuickBooks, Treasury Management, Assurance, Forecasting, Revenue Recognition, Finance
Education
University of Maryland College Park 1992 — 1997
BS Accounting & BS Finance, Accounting & Finance
Anna Tkach, CPA, MBA Anna Tkach, CPA, MBA's Municipal Mortgage & Equity, LLC Experience February 2007 - February 2008
Job Controller at VersaTech, Inc
Industry Accounting
Experience
Anna Tkach, CPA, PA February 2015 - Present
VersaTech, Inc March 2015 - Present
Berkman - Zagranichny & Associates, CPAs February 2008 - February 2015
Treasurer at Fort Garrison Elementary PTA September 2013 - September 2014
Municipal Mortgage & Equity, LLC February 2007 - February 2008
JMI Equity August 2005 - February 2007
Meehan and Roby, LLP January 2004 - August 2005
Berkman-Zagranichny & Associates, CPAs January 2003 - January 2004
Skills
Financial Reporting, Accounting, Corporate Tax, GAAP, Tax, Quickbooks, Financial Accounting, Financial Planning, Financial Analysis, Tax Preparation, Financial Modeling, Payroll, SOX, SEC reporting, Business Valuation, Budgeting, Non-profits, Compliance, Income Tax, Financial Management, Valuation, Tax Compliance, Due Diligence, Forecasting, PeopleSoft, Cash Management, Business Strategy, Analysis, Small Business, Strategic Planning, Variance Analysis, Mergers, Investments, Venture Capital, CPA, Private Equity, ProSystem fx Tax, US GAAP, Management, Financial Statements, Consolidation, Tax Accounting, Business Planning, Partnership Taxation, Corporate Tax Planning, Tax Returns, Tax Research, CCH ProSystem fx, S Corporations, Compilation Of...
Education
University of Maryland Baltimore 2005 — 2007
Masters, Accounting and Financial Management
University of Baltimore 2003 — 2005
Bachelor, Accounting
Anna Tkach, CPA, PA February 2015 - Present
VersaTech, Inc March 2015 - Present
Berkman - Zagranichny & Associates, CPAs February 2008 - February 2015
Treasurer at Fort Garrison Elementary PTA September 2013 - September 2014
Municipal Mortgage & Equity, LLC February 2007 - February 2008
JMI Equity August 2005 - February 2007
Meehan and Roby, LLP January 2004 - August 2005
Berkman-Zagranichny & Associates, CPAs January 2003 - January 2004
Skills
Financial Reporting, Accounting, Corporate Tax, GAAP, Tax, Quickbooks, Financial Accounting, Financial Planning, Financial Analysis, Tax Preparation, Financial Modeling, Payroll, SOX, SEC reporting, Business Valuation, Budgeting, Non-profits, Compliance, Income Tax, Financial Management, Valuation, Tax Compliance, Due Diligence, Forecasting, PeopleSoft, Cash Management, Business Strategy, Analysis, Small Business, Strategic Planning, Variance Analysis, Mergers, Investments, Venture Capital, CPA, Private Equity, ProSystem fx Tax, US GAAP, Management, Financial Statements, Consolidation, Tax Accounting, Business Planning, Partnership Taxation, Corporate Tax Planning, Tax Returns, Tax Research, CCH ProSystem fx, S Corporations, Compilation Of...
Education
University of Maryland Baltimore 2005 — 2007
Masters, Accounting and Financial Management
University of Baltimore 2003 — 2005
Bachelor, Accounting
Bill Seymour's Municipal Mortgage & Equity, LLC Experience April 2002 - August 2003
Job Partner at SB & Company, LLC
Industry Accounting
Experience
SB & Company, LLC February 2005 - Present
Municipal Mortgage & Equity, LLC April 2002 - August 2003
Arthur Andersen December 1998 - April 2002
Skills
GAAP, Tax, Auditing, Financial Reporting, Accounting, QuickBooks, Internal Audit, Internal Controls, Tax Preparation, Financial Accounting, Sarbanes-Oxley Act, Assurance, CPA, US GAAP, Financial Statements, General Ledger, Financial Audits, Financial Analysis, External Audit, Revenue Recognition, Consolidation, Enterprise Risk..., Forecasting, SOX 404, Mergers, IFRS, COSO, Due Diligence, Big 4
Education
Towson University 1996 — 1998
BS, Accounting
SB & Company, LLC February 2005 - Present
Municipal Mortgage & Equity, LLC April 2002 - August 2003
Arthur Andersen December 1998 - April 2002
Skills
GAAP, Tax, Auditing, Financial Reporting, Accounting, QuickBooks, Internal Audit, Internal Controls, Tax Preparation, Financial Accounting, Sarbanes-Oxley Act, Assurance, CPA, US GAAP, Financial Statements, General Ledger, Financial Audits, Financial Analysis, External Audit, Revenue Recognition, Consolidation, Enterprise Risk..., Forecasting, SOX 404, Mergers, IFRS, COSO, Due Diligence, Big 4
Education
Towson University 1996 — 1998
BS, Accounting
Vincent Rosalia's Municipal Mortgage & Equity, LLC Experience May 2007 - July 2007
Job Senior Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Financial Industry Technical Services, Inc. (FITS-Inc.) February 2011 - Present
Rosalia & Associates, LLC August 2003 - Present
Wells Fargo Wealth Management April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2004 - April 2010
Computer Research, Inc. January 2009 - December 2009
UBS August 2007 - December 2008
Municipal Mortgage & Equity, LLC May 2007 - July 2007
Fannie Mae July 2005 - February 2007
Regions Bank February 2005 - May 2005
H.D. Vest Financial Services December 2003 - July 2004
Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management
Education
Pace University
M.B.A, Finance
Jeremy Slater's Municipal Mortgage & Equity, LLC Experience March 2001 - December 2008
Job Information Technology Leader
Industry Information Technology and Services
Experience
SyApps LLC December 2008 - Present
Municipal Mortgage & Equity, LLC March 2001 - December 2008
WorldCom January 1997 - June 2001
Skills
Vendor Management, Data Center, Cisco Technologies, Microsoft Exchange, Visio, Information Technology, Networking, Management, VPN, Outsourcing, Business Intelligence, Firewalls, Databases, Active Directory, Disaster Recovery, Enterprise Software
Education
St. Petersburg College 1996 — 1998
Information Systems
Kennedy Middle School
SyApps LLC December 2008 - Present
Municipal Mortgage & Equity, LLC March 2001 - December 2008
WorldCom January 1997 - June 2001
Skills
Vendor Management, Data Center, Cisco Technologies, Microsoft Exchange, Visio, Information Technology, Networking, Management, VPN, Outsourcing, Business Intelligence, Firewalls, Databases, Active Directory, Disaster Recovery, Enterprise Software
Education
St. Petersburg College 1996 — 1998
Information Systems
Kennedy Middle School
Brian Sims's Municipal Mortgage & Equity, LLC Experience July 2005 - July 2007
Job Director/Corporate Counsel at PayPal
Industry Legal Services
Experience
PayPal May 2013 - Present
Art with a Heart December 2005 - Present
Millennial Media March 2012 - April 2013
PayPal November 2008 - February 2012
Bill Me Later, Inc. September 2007 - November 2008
Municipal Mortgage & Equity, LLC July 2005 - July 2007
DLA Piper US LLP July 2003 - July 2005
Cahill Gordon & Reindel September 1998 - July 2002
Skills
Corporate Law, Mergers, Corporate Governance, Compliance, Securities, Complex Commercial..., Intellectual Property, Trademarks, Patents, Human Resources, Equity Compensation, Derivatives, Mergers & Acquisitions, Strategy, Employment Law, Negotiation, Employee Relations, Finance, Corporate Finance, Privacy Law, Due Diligence, Securities Regulation, Licensing, Legal Advice, Joint Ventures, IPO
Education
Harvard Law School 1995 — 1998
JD, cum laude, Banking, Corporate, Finance, and Securities Law
University of Virginia 1991 — 1995
Bachelor of Arts (B.A.), with distinction, Economics
PayPal May 2013 - Present
Art with a Heart December 2005 - Present
Millennial Media March 2012 - April 2013
PayPal November 2008 - February 2012
Bill Me Later, Inc. September 2007 - November 2008
Municipal Mortgage & Equity, LLC July 2005 - July 2007
DLA Piper US LLP July 2003 - July 2005
Cahill Gordon & Reindel September 1998 - July 2002
Skills
Corporate Law, Mergers, Corporate Governance, Compliance, Securities, Complex Commercial..., Intellectual Property, Trademarks, Patents, Human Resources, Equity Compensation, Derivatives, Mergers & Acquisitions, Strategy, Employment Law, Negotiation, Employee Relations, Finance, Corporate Finance, Privacy Law, Due Diligence, Securities Regulation, Licensing, Legal Advice, Joint Ventures, IPO
Education
Harvard Law School 1995 — 1998
JD, cum laude, Banking, Corporate, Finance, and Securities Law
University of Virginia 1991 — 1995
Bachelor of Arts (B.A.), with distinction, Economics
Penny Hosey, PHR's Municipal Mortgage & Equity, LLC Experience December 2002 - August 2009
Job Human Resources Director
Industry Human Resources
Experience
Education Affiliates October 2010 - Present
Municipal Mortgage & Equity, LLC December 2002 - August 2009
FutureHealth Corporation 2001 - 2002
Micros Systems 2000 - 2001
Marriott International 1988 - 2000
Skills
Recruiting, Training, Employee Relations, Healthcare, Policy, Benefits Administration, Personnel Management, Budgets, Human Resources, New Hire Orientations, Deferred Compensation, Career Counseling, Management, Leadership, Employee Benefits, Payroll, HRIS, Time Management, Teamwork
Education
Shippensburg University of Pennsylvania
BA, Social Welfare
Education Affiliates October 2010 - Present
Municipal Mortgage & Equity, LLC December 2002 - August 2009
FutureHealth Corporation 2001 - 2002
Micros Systems 2000 - 2001
Marriott International 1988 - 2000
Skills
Recruiting, Training, Employee Relations, Healthcare, Policy, Benefits Administration, Personnel Management, Budgets, Human Resources, New Hire Orientations, Deferred Compensation, Career Counseling, Management, Leadership, Employee Benefits, Payroll, HRIS, Time Management, Teamwork
Education
Shippensburg University of Pennsylvania
BA, Social Welfare
Bill Zarotny's Municipal Mortgage & Equity, LLC Experience 2004 - 2008
Job Vice President at PNC Bank
Industry Real Estate
Experience
PNC Bank May 2008 - Present
MMA Financial 2004 - 2008
Municipal Mortgage & Equity, LLC 2004 - 2008
MuniMae 2004 - 2008
MMA Realty Capital, LLC 2004 - 2008
Southport Financial Services, Inc. 1999 - 2004
AIMCO 1995 - 1999
Skills
Asset Managment, Finance, Property Management, Asset Management, Portfolio Management, Budgets, Analysis, Leases, Loans, Real Estate, Commercial Real Estate, Tax Credits, Property, Investments, LIHTC, Real Estate Economics, Due Diligence
Education
James Madison University 1992 — 1993
MBA, Finance/Management
James Madison University 1990 — 1992
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
Bachelor of Science, Double Major - Management and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1988
BS, Double Major - Finance and Management
PNC Bank May 2008 - Present
MMA Financial 2004 - 2008
Municipal Mortgage & Equity, LLC 2004 - 2008
MuniMae 2004 - 2008
MMA Realty Capital, LLC 2004 - 2008
Southport Financial Services, Inc. 1999 - 2004
AIMCO 1995 - 1999
Skills
Asset Managment, Finance, Property Management, Asset Management, Portfolio Management, Budgets, Analysis, Leases, Loans, Real Estate, Commercial Real Estate, Tax Credits, Property, Investments, LIHTC, Real Estate Economics, Due Diligence
Education
James Madison University 1992 — 1993
MBA, Finance/Management
James Madison University 1990 — 1992
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
Bachelor of Science, Double Major - Management and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1988
BS, Double Major - Finance and Management
Carla Cohn's Municipal Mortgage & Equity, LLC Experience April 2005 - April 2009
Job Consultant
Industry Financial Services
Experience
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Kara (Keenan) Sullivan's Municipal Mortgage & Equity, LLC Experience May 2002 - December 2008
Job Controller at Tax Credit Asset Management, LLC
Industry Financial Services
Experience
Tax Credit Asset Management, LLC March 2009 - June 2010
Municipal Mortgage & Equity, LLC May 2002 - December 2008
McGladrey & Pullen, LLP December 1999 - May 2002
RSM McGladrey 1999 - 2002
Education
Strome College of Business 1998 — 1999
M.S., Accounting
Colgate University 1991 — 1995
B.A., History
Wayland High School 1988 — 1991
Tax Credit Asset Management, LLC March 2009 - June 2010
Municipal Mortgage & Equity, LLC May 2002 - December 2008
McGladrey & Pullen, LLP December 1999 - May 2002
RSM McGladrey 1999 - 2002
Education
Strome College of Business 1998 — 1999
M.S., Accounting
Colgate University 1991 — 1995
B.A., History
Wayland High School 1988 — 1991
Patrick Casey's Municipal Mortgage & Equity, LLC Experience October 2008 - May 2011
Job Vice President, General Counsel at Fidelity Technologies Corporation
Industry Defense & Space
Experience
Fidelity Technologies Corporation January 2014 - Present
Medifast, Inc May 2011 - December 2013
Municipal Mortgage & Equity, LLC October 2008 - May 2011
Cristal Global (formerly Millennium Chemicals, Inc.) August 2000 - August 2008
Harsco Corporation May 2006 - April 2007
Skills
Mergers, Due Diligence, Contract Negotiation, Corporate Governance, Employment Law, Litigation, Commercial Litigation, Intellectual Property, Corporate Law, Contract Management, Risk Management, Negotiation, Mergers & Acquisitions, Joint Ventures, Restructuring, Licensing
Education
University of Pittsburgh School of Law 1990 — 1993
JD
Dickinson College 1983 — 1987
BA, Policy & Management Studies
Fidelity Technologies Corporation January 2014 - Present
Medifast, Inc May 2011 - December 2013
Municipal Mortgage & Equity, LLC October 2008 - May 2011
Cristal Global (formerly Millennium Chemicals, Inc.) August 2000 - August 2008
Harsco Corporation May 2006 - April 2007
Skills
Mergers, Due Diligence, Contract Negotiation, Corporate Governance, Employment Law, Litigation, Commercial Litigation, Intellectual Property, Corporate Law, Contract Management, Risk Management, Negotiation, Mergers & Acquisitions, Joint Ventures, Restructuring, Licensing
Education
University of Pittsburgh School of Law 1990 — 1993
JD
Dickinson College 1983 — 1987
BA, Policy & Management Studies
Diane Montgomery's Municipal Mortgage & Equity, LLC Experience 2004 - 2009
Job Executive Assistant
Industry Financial Services
Experience
MMA Realty Capital 2004 - 2009
Municipal Mortgage & Equity, LLC 2004 - 2009
The Riverside Company 2003 - 2004
JP Morgan Chase 1992 - 2002
IBJ Schroder Bank & Trust Co. 1982 - 1994
Education
Pace University - Lubin School of Business 1988 — 1991
Marketing /Business Management
MMA Realty Capital 2004 - 2009
Municipal Mortgage & Equity, LLC 2004 - 2009
The Riverside Company 2003 - 2004
JP Morgan Chase 1992 - 2002
IBJ Schroder Bank & Trust Co. 1982 - 1994
Education
Pace University - Lubin School of Business 1988 — 1991
Marketing /Business Management
George F. Ohsiek, Jr.'s Municipal Mortgage & Equity, LLC Experience 2006 - 2007
Job Senior Vice President Corporate Controller at ACE Group
Industry Financial Services
Munimae