Ocean Capital
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Ocean Capital Employees
Employee
Years
Job
Industry
Mingxin (April) Yao Mingxin (April) Yao's Ocean Capital Experience April 2014 - August 2014
Job Financial Analysis | Client Service | Investment Research | Portfolio Growth | Risk Management
Industry Financial Services
Experience
UniCareer March 2014 - November 2014
Ocean Capital April 2014 - August 2014
CSI Accountants January 2013 - April 2014
Bank of Communications Limited January 2013 - April 2013
Skills
Accounting, Auditing, Financial Reporting, Financial Statements, Tax, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Internal Controls, Access, Risk Management, Business Analysis, Company Valuation, Quantitative Research, Macroeconomics, Communication, Public Speaking, Team Leadership, Mentoring, Executive Relationships, Relationship Building, Investor Relations, Presentations, Pitch Books, MS PowerPoint, MS Word, MS Excel Lookups, Macros, QuickBooks, SAS, SQL, VBA, PowerPoint, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting, 3.8
University of Kentucky 2009 — 2012
Bachelor of Science (BS), Accounting
Renmin University of China 2008 — 2009
Accounting
UniCareer March 2014 - November 2014
Ocean Capital April 2014 - August 2014
CSI Accountants January 2013 - April 2014
Bank of Communications Limited January 2013 - April 2013
Skills
Accounting, Auditing, Financial Reporting, Financial Statements, Tax, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Internal Controls, Access, Risk Management, Business Analysis, Company Valuation, Quantitative Research, Macroeconomics, Communication, Public Speaking, Team Leadership, Mentoring, Executive Relationships, Relationship Building, Investor Relations, Presentations, Pitch Books, MS PowerPoint, MS Word, MS Excel Lookups, Macros, QuickBooks, SAS, SQL, VBA, PowerPoint, Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Accounting, 3.8
University of Kentucky 2009 — 2012
Bachelor of Science (BS), Accounting
Renmin University of China 2008 — 2009
Accounting
Ryan DiRoma Ryan DiRoma's Ocean Capital Experience January 2008 - November 2009
Job Sales Manager at Glassdoor
Industry Marketing and Advertising
Experience
Glassdoor September 2014 - Present
Indeed.com January 2013 - August 2014
Indeed.com March 2011 - December 2012
Embrace Home Loans January 2009 - May 2010
Ocean Capital January 2008 - November 2009
Home Loan Investment Bank June 2005 - November 2008
Skills
Sales, Account Management, Employee Training, B2B, New Business Development, Revenue Forecasting, Recruitment Advertising, Online Advertising, Selling, Team Building, Recruiting, Leadership, Sales Operations, Business Development, Training, Cold Calling, CRM, Competitive Analysis, Great Motivator
Education
Bryant University 2001 — 2005
Bachelor of Science - Business Administration, Finance, Marketing, Business Management
Glassdoor September 2014 - Present
Indeed.com January 2013 - August 2014
Indeed.com March 2011 - December 2012
Embrace Home Loans January 2009 - May 2010
Ocean Capital January 2008 - November 2009
Home Loan Investment Bank June 2005 - November 2008
Skills
Sales, Account Management, Employee Training, B2B, New Business Development, Revenue Forecasting, Recruitment Advertising, Online Advertising, Selling, Team Building, Recruiting, Leadership, Sales Operations, Business Development, Training, Cold Calling, CRM, Competitive Analysis, Great Motivator
Education
Bryant University 2001 — 2005
Bachelor of Science - Business Administration, Finance, Marketing, Business Management
Dan Lent Dan Lent's Ocean Capital Experience September 2009 - September 2010
Job VP | Sr. Business Banking Relationship Manager
Industry Banking
Experience
KeyBank June 2013 - Present
First Niagara Bank May 2012 - June 2013
HSBC September 2010 - June 2012
Ocean Capital September 2009 - September 2010
Small Business Loan Source September 2003 - February 2009
Valley National Bank March 1998 - August 2003
Skills
SBA 7(a), SBA 504, USDA B&I Program, New Business Development, SBA, Loans, Commercial Banking, Mortgage Lending, Loan Origination, Banking, Real Estate, Commercial Lending, Commercial Mortgages, Lines Of Credit, Construction Loans, Credit, Cross Selling, Small Business Lending, Small Business, Cash Management, Credit Analysis, Commercial Real Estate, Credit Risk, Asset Based Lending, Treasury Management, Mortgage Banking, Finance, Relationship Management, Financial Analysis, Sales, Investments, Underwriting, Selling, Business Development, Financial Services, Funding, Refinance, Portfolio Management, Financial Structuring, Cash Flow Lending, USDA, Commercial Finance, Real Estate Financing, Real Estate Economics, Middle Market
Education
Niagara University 1983 — 1987
KeyBank June 2013 - Present
First Niagara Bank May 2012 - June 2013
HSBC September 2010 - June 2012
Ocean Capital September 2009 - September 2010
Small Business Loan Source September 2003 - February 2009
Valley National Bank March 1998 - August 2003
Skills
SBA 7(a), SBA 504, USDA B&I Program, New Business Development, SBA, Loans, Commercial Banking, Mortgage Lending, Loan Origination, Banking, Real Estate, Commercial Lending, Commercial Mortgages, Lines Of Credit, Construction Loans, Credit, Cross Selling, Small Business Lending, Small Business, Cash Management, Credit Analysis, Commercial Real Estate, Credit Risk, Asset Based Lending, Treasury Management, Mortgage Banking, Finance, Relationship Management, Financial Analysis, Sales, Investments, Underwriting, Selling, Business Development, Financial Services, Funding, Refinance, Portfolio Management, Financial Structuring, Cash Flow Lending, USDA, Commercial Finance, Real Estate Financing, Real Estate Economics, Middle Market
Education
Niagara University 1983 — 1987
Ted Truong Ted Truong's Ocean Capital Experience June 2006 - July 2009
Job Vice President Branch Manager
Industry Banking
Experience
JPMorgan Chase January 2007 - Present
Cafe Mystic January 2011 - January 2012
Ocean Capital June 2006 - July 2009
Skills
Public Speaking, Bilingual Proficiency, Sales Management, Event Management, Small Business, Retail Banking, Branch Banking, Branch Management, Personal Banking, Customer Service, Sales, Management, CRM, Loans, Mortgage Lending, Finance, Training, Leadership
Education
Cal State Fullerton 2006 — 2011
BA, Business Administration
California State University-Fullerton
JPMorgan Chase January 2007 - Present
Cafe Mystic January 2011 - January 2012
Ocean Capital June 2006 - July 2009
Skills
Public Speaking, Bilingual Proficiency, Sales Management, Event Management, Small Business, Retail Banking, Branch Banking, Branch Management, Personal Banking, Customer Service, Sales, Management, CRM, Loans, Mortgage Lending, Finance, Training, Leadership
Education
Cal State Fullerton 2006 — 2011
BA, Business Administration
California State University-Fullerton
Daniel A. Murphy Daniel A. Murphy's Ocean Capital Experience October 2007 - Present
Job Vice President of Home Improvement Lending at Home Loan Investment Bank
Industry Banking
Experience
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Home Loan Investment Bank September 2014 - Present
Hatch Entrepreneurial Center September 2013 - Present
Ocean Capital October 2007 - Present
Home Loan Investment Bank, FSB December 2001 - Present
Ocean Capital June 2007 - October 2007
SG Cowen May 2001 - September 2001
Lehman Brothers May 1998 - September 1998
Skills
Business Expansion, Debt Consolidation, Loans, Commercial Lending, Mortgage Lending, Credit, Credit Analysis, Small Business Lending, Banking, Loan Origination, Financial Analysis, Commercial Mortgages, Commercial Banking, Refinance, Mortgage Banking, Real Estate, Sales, Finance, Relationship Management, Business Development, Sales Management, Funding, Commercial Real Estate, Real Estate Financing, Financial Services, Management, Negotiation, Marketing, Investment Properties, Mergers & Acquisitions, Investments, Residential Mortgages, Small Business, New Business Development, FHA, Strategic Planning, Business Planning, Underwriting, Portfolio Management
Education
UNSW Australia 2000 — 2001
Brown University 1997 — 2001
Choate Rosemary Hall 1995 — 1996
Brian Lawlor Brian Lawlor's Ocean Capital Experience September 2007 - December 2011
Job VP Business Development Office at Celtic Bank, FDIC
Industry Banking
Experience
Celtic Bank April 2012 - Present
Ocean Capital September 2007 - December 2011
Evest Lending January 2005 - August 2007
LOK Capital, LLC February 2003 - December 2004
Skills
Loans, Commercial Lending, Loan Origination, Banking, SBA, Portfolio Management, USDA, Private Equity, Cash Flow, Commercial Mortgages, Small Business Lending, Credit Analysis, Mortgage Lending, Refinance, Real Estate Financing, Commercial Real Estate, SBA 504, Investment Properties, Investments, FHA, Real Estate
Education
Coastal Carolina University
Celtic Bank April 2012 - Present
Ocean Capital September 2007 - December 2011
Evest Lending January 2005 - August 2007
LOK Capital, LLC February 2003 - December 2004
Skills
Loans, Commercial Lending, Loan Origination, Banking, SBA, Portfolio Management, USDA, Private Equity, Cash Flow, Commercial Mortgages, Small Business Lending, Credit Analysis, Mortgage Lending, Refinance, Real Estate Financing, Commercial Real Estate, SBA 504, Investment Properties, Investments, FHA, Real Estate
Education
Coastal Carolina University
Emily Rupert Emily Rupert's Ocean Capital Experience 2004 - 2005
Job Personal Trainer at Ocean State Health and Fitness
Industry Health, Wellness and Fitness
Experience
Ocean State Health and Fitness September 2013 - Present
YMCA August 2011 - January 2014
YMCA September 2006 - January 2013
Ocean Capital 2004 - 2005
Skills
Fitness, Strength Training, Personal Training, Fitness Training, Wellness Coaching, Nutrition, Operant Conditioning, Functional Training, Sports Nutrition, Sports, Cpr Certified, Weight, Weight Training, Endurance, Customer Service, Wellness, Training, Teaching, CPR Certified
Education
Rhode Island College
Bachelor of Arts, Psychology
Ocean State Health and Fitness September 2013 - Present
YMCA August 2011 - January 2014
YMCA September 2006 - January 2013
Ocean Capital 2004 - 2005
Skills
Fitness, Strength Training, Personal Training, Fitness Training, Wellness Coaching, Nutrition, Operant Conditioning, Functional Training, Sports Nutrition, Sports, Cpr Certified, Weight, Weight Training, Endurance, Customer Service, Wellness, Training, Teaching, CPR Certified
Education
Rhode Island College
Bachelor of Arts, Psychology
Scott Plake Scott Plake's Ocean Capital Experience August 2009 - September 2012
Job Regional Director Strategic Compliance Solutions
Industry Financial Services
Experience
KAP Equities LLC November 2003 - Present
Bosque Realty Advisors August 2007 - Present
KAP Construction July 2006 - Present
Ocean Capital August 2009 - September 2012
Business Loan Express 2003 - 2008
Citibank July 1998 - August 2002
Skills
Spanish, Real Estate, Financial Analysis, Investment Properties, Analysis, Negotiation, Strategic Planning, Business Planning, Commercial Lending, Commercial Mortgages, Business Strategy, Loan Origination, Loans, Budgets, Credit Analysis, Small Business Lending, Mortgage Lending, Marketing, Credit, Marketing Strategy, Team Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Finance, Finance, Economics
The University of Texas at Austin 1992 — 1996
BBA, Finance
KAP Equities LLC November 2003 - Present
Bosque Realty Advisors August 2007 - Present
KAP Construction July 2006 - Present
Ocean Capital August 2009 - September 2012
Business Loan Express 2003 - 2008
Citibank July 1998 - August 2002
Skills
Spanish, Real Estate, Financial Analysis, Investment Properties, Analysis, Negotiation, Strategic Planning, Business Planning, Commercial Lending, Commercial Mortgages, Business Strategy, Loan Origination, Loans, Budgets, Credit Analysis, Small Business Lending, Mortgage Lending, Marketing, Credit, Marketing Strategy, Team Leadership
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
Finance, Finance, Economics
The University of Texas at Austin 1992 — 1996
BBA, Finance
Brady Van Wyngarden Brady Van Wyngarden's Ocean Capital Experience April 2006 - January 2008
Job Lease Administration Manager
Industry Government Administration
Experience
GSA June 2015 - Present
R&E Solutions February 2014 - June 2015
Franklin First Financial August 2012 - February 2014
Ocean Capital April 2006 - January 2008
JDS Mortgages February 2005 - April 2006
Skills
Mortgage Banking, Residential Mortgages, Commercial Mortgages, Sales, Investments, Credit, Loans, Mortgage Lending, Refinance, FHA, USDA, Real Estate, Condos, Commercial Lending, First Time Home Buyers, Business Development, REO, Funding, Construction Loans, Real Estate Economics, Reverse Mortgages, Real Estate Financing, Non-Conforming, Consumer Lending, Residential Homes, Mortgage Servicing, SBA, Finance, Commercial Real Estate, Loss Mitigation, FHA financing, Real Estate Transactions, Loan Origination, Home Equity Lines of..., Investment Properties, Debt Consolidation, Government Loans, Credit Analysis, Mortgage Underwriting, Certified Mortgage..., HUD, Underwriting, Banking, Foreclosures, Mortgage Marketing, Home Equity Loans, Small Business Lending
Education
Florida SouthWestern State College
Associate of Arts (AA), Business Administration and Management, General
University of Southern Maine
GSA June 2015 - Present
R&E Solutions February 2014 - June 2015
Franklin First Financial August 2012 - February 2014
Ocean Capital April 2006 - January 2008
JDS Mortgages February 2005 - April 2006
Skills
Mortgage Banking, Residential Mortgages, Commercial Mortgages, Sales, Investments, Credit, Loans, Mortgage Lending, Refinance, FHA, USDA, Real Estate, Condos, Commercial Lending, First Time Home Buyers, Business Development, REO, Funding, Construction Loans, Real Estate Economics, Reverse Mortgages, Real Estate Financing, Non-Conforming, Consumer Lending, Residential Homes, Mortgage Servicing, SBA, Finance, Commercial Real Estate, Loss Mitigation, FHA financing, Real Estate Transactions, Loan Origination, Home Equity Lines of..., Investment Properties, Debt Consolidation, Government Loans, Credit Analysis, Mortgage Underwriting, Certified Mortgage..., HUD, Underwriting, Banking, Foreclosures, Mortgage Marketing, Home Equity Loans, Small Business Lending
Education
Florida SouthWestern State College
Associate of Arts (AA), Business Administration and Management, General
University of Southern Maine
Lauren Connolly (formerly Swiatek)'s Ocean Capital Experience May 2008 - September 2009
Job Supervisor of Engineering Services
Industry Defense & Space
Experience
General Dynamics December 2013 - Present
General Dynamics, Electric Boat March 2010 - Present
Ocean Capital, A Division of Home Loan Investment Bank, F.S.B. September 2009 - March 2010
Ocean Capital May 2008 - September 2009
Home Loan Investment Bank August 2005 - May 2008
Sigros Catering June 1999 - August 2005
Skills
Business Development, Loans, Management, Refinance, Sales
Education
Assumption College 2001 — 2005
Bachelor of Arts, Economics & Psychology
General Dynamics December 2013 - Present
General Dynamics, Electric Boat March 2010 - Present
Ocean Capital, A Division of Home Loan Investment Bank, F.S.B. September 2009 - March 2010
Ocean Capital May 2008 - September 2009
Home Loan Investment Bank August 2005 - May 2008
Sigros Catering June 1999 - August 2005
Skills
Business Development, Loans, Management, Refinance, Sales
Education
Assumption College 2001 — 2005
Bachelor of Arts, Economics & Psychology
Hasan Ali's Ocean Capital Experience February 2008 - August 2010
Job Vice President Commercial Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2011 - Present
Sovereign Bank August 2010 - June 2011
Ocean Capital February 2008 - August 2010
Home Loan Investment Bank, FSB July 2005 - February 2008
Skills
Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Financial Analysis, Banking, Cash Management, Loan Origination, Portfolio Management, Commercial Banking, Commercial Real Estate, SBA, Finance
Education
University of Rhode Island 2000 — 2004
Bachelors, Business/Marketing
Santander Bank, N.A. June 2011 - Present
Sovereign Bank August 2010 - June 2011
Ocean Capital February 2008 - August 2010
Home Loan Investment Bank, FSB July 2005 - February 2008
Skills
Credit, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Financial Analysis, Banking, Cash Management, Loan Origination, Portfolio Management, Commercial Banking, Commercial Real Estate, SBA, Finance
Education
University of Rhode Island 2000 — 2004
Bachelors, Business/Marketing
Clyde Thompson's Ocean Capital Experience June 2009 - November 2012
Job Sr, VP / Chief Operations Officer at Capital Spring
Industry Banking
Experience
CapitalSpring SBLC November 2012 - Present
Ocean Capital June 2009 - November 2012
Banco Popular North America July 2008 - January 2009
BLX/Amresco January 1999 - April 2008
Heller Financial April 1998 - January 1999
United Central Bank June 1991 - April 1998
Skills
Commercial Lending, Small Business Lending, SBA, Credit Analysis, Commercial Mortgages, Loan Origination, Mortgage Lending, Banking, Refinance, USDA, Cash Flow, Financial Structuring, Consumer Lending, Funding, Lines Of Credit, Real Estate Economics, Asset Based Lending
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
CapitalSpring SBLC November 2012 - Present
Ocean Capital June 2009 - November 2012
Banco Popular North America July 2008 - January 2009
BLX/Amresco January 1999 - April 2008
Heller Financial April 1998 - January 1999
United Central Bank June 1991 - April 1998
Skills
Commercial Lending, Small Business Lending, SBA, Credit Analysis, Commercial Mortgages, Loan Origination, Mortgage Lending, Banking, Refinance, USDA, Cash Flow, Financial Structuring, Consumer Lending, Funding, Lines Of Credit, Real Estate Economics, Asset Based Lending
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Richard Fusco's Ocean Capital Experience 2003 - 2004
Job Vice President Institutional Municipal Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Sandra Villena's Ocean Capital Experience May 2015 - September 2015
Job Finance Student at Baruch College
Industry Financial Services
Experience
Ocean Capital May 2015 - September 2015
Attis Capital May 2014 - December 2014
Clearwire July 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, English, Microsoft Word, Team Leadership, Negotiation, Spanish, Customer Service
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor’s Degree, Corporate Finance
Queens College 2011 — 2014
Bachelor’s Degree, Finance, General
Ocean Capital May 2015 - September 2015
Attis Capital May 2014 - December 2014
Clearwire July 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Strategic Planning, PowerPoint, English, Microsoft Word, Team Leadership, Negotiation, Spanish, Customer Service
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor’s Degree, Corporate Finance
Queens College 2011 — 2014
Bachelor’s Degree, Finance, General