Office of the Comptroller of the Currency
Industry: Federal institution
DescriptionThe Office of the Comptroller of the Currency is an independent bureau within the United States Department of the Treasury that was established by the National Currency Act of 1863 and serves to charter, ... Headquarters: Washington, D.C., United States Employees: 3,973 (as of December 2016) Agency executive: Joseph Otting, Comptroller Parent agency: United States Department of the Treasury Founded: 25 February 1863 Number of employees: 3,973 (as of December 2016)
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Office of the Comptroller of the Currency Employees
Office of the Comptroller of the Currency June 2013 - Present
NYS Office of the State Comptroller September 2011 - May 2013
Skills
Interviews, Documentation Practices, Auditing, Auditing Standards, Local Government, Financial Analysis, Budget Forecasts, Problem Solving, Time Management, Deadline Driven, Technical Advisory
Education
Iona College 2011 — 2012
Master of Business Administration (MBA), Public Accounting
Saint Thomas Aquinas College 2008 — 2011
Bachelor of Science (B.S.), Accounting, 3.28
Bizzy Whiz, LLC June 2010 - Present
Ohio Development Services Agency 2008 - July 2015
Ohio CDC Association 2006 - 2007
Union Savings Bank 2003 - 2006
Boortz Family 1988 - 2003
Metropolitan State College 1989 - 1989
Hewlett Packard Co 1985 - 1988
Citicorp Retail Services, Inc. 1983 - 1984
Office of the Comptroller of the Currency October 1978 - July 1980
Skills
Entrepreneurship, Non-profits, Public Speaking, Fundraising, Teaching, Training and..., Financial Literacy..., Creative Problem Solving, Community Economic..., Children's Economics..., Management, Collaboration Building, Credit Scoring and..., Writing, Banking, Teaching, Training, Program Management, Organizational..., Leadership, Nonprofits, Community Outreach, Leadership Development
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
Master of Business Administration (M.B.A.), Business Administration
Harvard University 1973 — 1978
AB, Economics - Business and Public Finance
TCM Bancard June 2013 - Present
Federal Reserve Bank of Richmond 2010 - Present
Dulles Regional Chamber 2006 - Present
MainStreet Bank April 2004 - Present
Virginia Association of Community Banks October 2013 - October 2014
Independent Community Bankers of America 2012 - March 2014
Virginia Bankers Association 2004 - 2013
Fairfax Bar Association 2007 - July 2011
Bank of England 1996 - 1999
Office of the Comptroller of the Currency 1993 - 1996
Skills
Loans, Banking, Commercial Lending, Leadership, Small Business Lending, Commercial Banking, Risk Management, Portfolio Management, Credit Analysis, Commercial Mortgages, Credit, Credit Risk, Mortgage Lending, Investments, Financial Analysis, Asset Based Lending, Business Development, Retail Banking, Due Diligence, Real Estate Economics, Corporate Finance, Finance, Financial Risk, Lines Of Credit, Investment Banking, Cash Management, Consumer Lending, Financial Services
Education
Imperial College London 1997 — 1999
MBA, Business/Finance
The University of North Dakota 1978 — 1982
Bachelor of Science (BS), Accounting and Management
Danville Community College August 2014 - April 2015
Medical Facilities of America December 2013 - February 2015
Learning Tree International May 2013 - August 2013
Office of the Comptroller of the Currency February 2013 - April 2013
CEB November 2012 - February 2013
The Korea JoongAng Daily January 2012 - August 2012
Korean Air August 2011 - August 2012
The Seoul Times October 2011 - December 2011
Korn/Ferry International March 2011 - October 2011
Myeong-duk Elementary School August 2009 - July 2011
Skills
Teaching, Research, Copy Editing, Editing, ESL, Journalism, Social Media, SEO copywriting, Marketing Copy, MLA style, TEFL, InDesign, Magazines, Editorial, Creative Writing, Newsletters, Public Speaking, Publications, Blogging, Proofreading, Translation, AP Style, Copywriting, Writing, Chicago Style, New York Times Style, Presenting, Russian, English Literature, Education, Quality Assurance, Web Content, Technical Writing, Marketing, Publishing, Content Development, News Writing, Feature Articles, Content Management
Education
The College of William and Mary 2002 — 2006
Bachelor of Arts, English
James Madison University 2006 — 2007
Master of Arts, Literature
McGladrey July 2014 - Present
Office of the Comptroller of the Currency January 2005 - August 2014
Skills
Credit Risk, Credit Analysis, Credit, Banking, Enterprise Risk..., Financial Risk, Interest Rate Risk..., Liquidity Risk, Capital Markets, Loans, Commercial Lending, Commercial Banking
Education
Iowa State University - College of Business 2000 — 2004
Business, Finance & Accounting
The Bennington State Bank January 2011 - Present
Office of the Comptroller of the Currency June 2009 - January 2011
Education
Kansas State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Federal Housing Finance Agency June 1994 - March 2012
Office of Thrift Supervision February 1988 - June 1994
Office of the Comptroller of the Currency December 1977 - February 1988
Skills
Capital Markets, Risk Management, Corporate Governance, Finance, Banking, Credit, Analysis, Mortgage Lending, Financial Modeling, Financial Risk, Credit Risk, Corporate Finance, Securities, Valuation
Education
Georgia State University 1972 — 1975
MBA, Finance
The Ohio State University 1967 — 1971
BSBA, Finance
Office of the Comptroller of the Currency June 2014 - Present
Follett Higher Education Group August 2010 - May 2014
Northwestern District Attorney's Office May 2013 - August 2013
Oak Hill Country Club July 2010 - August 2013
City of Fitchburg June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach, Inventory Management, Customer Service, Finance, Risk Management, Social Media, Microsoft Office, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Resource Economics
Fitch Ratings March 2014 - Present
Fitch Ratings July 2012 - March 2014
Office of the Comptroller of the Currency June 2008 - July 2012
The Bank of Holland / The Bank of Northern Michigan January 2007 - June 2008
Feldman Securities Group, LLC January 2006 - August 2006
Skills
Financial Analysis, Fixed Income, Credit Analysis, Equity Valuation, Alternative Investments, ALM, Credit, Banking, Financial Risk, Investments, Credit Risk, Portfolio Management, Commercial Lending
Education
Hope College 2003 — 2006
B.A., Business Management (focus in Finance)
Capital One July 2015 - Present
Capital One July 2014 - June 2015
Capital One July 2013 - July 2014
Office of the Comptroller of the Currency March 2012 - May 2013
Johnson & Johnson May 2011 - August 2011
Liberty Mutual Group May 2010 - August 2010
US Department of Housing & Urban Development May 2009 - September 2009
Skills
Hadoop, Java, Databases, Agile Methodologies, SQL, SharePoint, Data Warehousing, Microsoft Office, Visio, Microsoft Excel, PowerPoint, C++, JCL, Project Management, Adobe Creative Suite, Weblogic, Appian, Quality Center, SDLC, Public Speaking, Leadership, Credit Card Transaction..., HP Quality Center, z/OS, MVS, Customer Service
Education
Howard University
Business Administration, Computer Information Systems
Rockhurst High School
Office of Financial Research September 2014 - Present
Office of the Comptroller of the Currency October 2010 - September 2014
Federal Reserve Board, Reserve Bank Operations and Payment Systems November 2008 - November 2010
Federal Reserve Board, Reserve Bank Operations and Payment Systems August 2007 - November 2008
US Treasury Department, International Affairs April 2007 - August 2007
US Treasury Department, Domestic Finance October 2004 - January 2007
US Treasury Department, International Affiars January 2004 - October 2004
US Treasury Department, International Affairs January 2002 - December 2003
US Treasury Department, International Affairs January 2000 - December 2001
US Treasury Department April 1998 - December 1999
Skills
Economics, Risk Management, Banking, Research, Negotiation, Program Management, Macroeconomics, Economic Development, Policy Analysis, Portfolio Management, Financial Analysis, Financial Markets, Credit Risk, Government, Finance, Credit, Financial Risk, Policy, Financial Modeling, Financial Services, Capital Markets, Econometrics, Liquidity Risk, Bloomberg, Financial Regulation
Education
Princeton University 1994 — 1998
MPA, International
Grinnell College 1990 — 1994
BA, Russian and political science
PwC June 2013 - Present
PwC June 2012 - August 2012
Alternatives Federal Credit Union January 2012 - May 2012
Ithaca College Beta Alpha Psi August 2011 - May 2012
Ithaca College January 2009 - May 2012
FairKlima Capital June 2011 - August 2011
New Roots Charter School March 2011 - May 2011
Office of the Comptroller of the Currency June 2007 - August 2007
Education
Ithaca College 2012 — 2013
Master of Business Administration (MBA), Accounting
Ithaca College 2008 — 2012
Bachelor of Science, Accounting
New Frontier Bank 1999 - 2011
Mercantile Bank August 1993 - June 1999
Landmark Bank August 1988 - August 1993
Mercantile Bank August 1981 - August 1988
Office of the Comptroller of the Currency January 1975 - August 1981
Skills
Banking, Loans, Team Building, Financial Risk, Community Banking, Credit Analysis, New Business Development, Strategic Planning, Credit Risk
Education
University of Colorado Boulder 1986 — 1988
Graduate School of Banking
University of Mississippi 1972 — 1977
Bachelor of Business Administration (B.B.A.), Banking and Finance
Iowa State University
Graduate of Ag Lending School
Humana July 2007 - Present
Merrill Lynch April 2006 - June 2007
Office of the Comptroller of the Currency January 2005 - April 2006
Skills
Financial Analysis, Strategic Financial..., Project Management, Public Policy, Politics, Finance, Business Analysis
Education
Indiana University-Southeast 2009 — 2011
Master of Business Administration (M.B.A.)
University of Louisville 2000 — 2004
Bachelor's Degree, Finance, General, Cum Laude
KPMG US December 2013 - Present
Office of the Comptroller of the Currency June 2005 - November 2013
Kansas Air National Guard April 1998 - September 2010
Skills
Risk Management, Derivatives, Interest Rate Risk..., Liquidity Management, Liquidity Risk, Structured Products, Investment Portfolio..., Credit Risk, Regulatory Affairs, Regulatory Capital, Basel II
Education
Chartered Financial Analyst Institute 2007 — 2010
Kansas State University 2003 — 2005
Bachelor of Science Business Administration, Finance
US Bank June 1996 - Present
MidAmerica Savings Bank/Homeland Bank/Magna Bank April 1991 - June 1996
First National Bank of Muscatine September 1988 - March 1991
Office of the Comptroller of the Currency 1986 - September 1988
Office of the Comptroller of the Currency June 1984 - 1986
Skills
Volunteer Management, Fundraising, Agriculture, Non-profits, Event Planning, Financial Management..., Building Relationships, Banking Relationships, Trusted Advisor, Financial Advisory, Loan Origination, Commercial Lending, Finance, Nonprofits, Commercial Mortgages, Commercial Banking, Credit Analysis, Portfolio Management, Banking, SBA, Mortgage Lending, Credit, Retail Banking, Treasury Management, Underwriting, Wealth Management, Consumer Lending, Relationship Management, Strategic Planning, Leadership, Lines Of Credit, Small Business Lending, Small Business, Loans, Cross Selling
Education
Iowa State University 1980 — 1984
Bachelor of Science (B.S.), Agricultural Business, Finance Specialization
Waterloo West High School 1976 — 1980
Office of the Comptroller of the Currency June 2014 - Present
Office of the Comptroller of the Currency June 2013 - June 2014
Skills
Financial Risk, Commercial Banking, Credit Analysis, Capital Markets, Liquidity Risk, Interest Rate Risk..., Financial Regulation, ALM, Liquidity Management, Liquidity, Basel II, Retail Banking, Financial Statement..., Accounting
Education
Georgia Southern University - College of Business Administration 2008 — 2012
Finance, Emphasis in Financial Services
Georgia State University - J. Mack Robinson College of Business 2007 — 2008
Pre-Business, Pre-Business
Georgia Tech 2007 — 2008
Office of the Comptroller of the Currency June 2015 - Present
Office of the Comptroller of the Currency June 2014 - June 2015
Target May 2013 - September 2013
New England Picture March 2010 - June 2013
New England Patriots August 2008 - June 2013
University of Massachusetts Amherst 2012 - 2013
New England Sports Network June 2012 - September 2012
College Works Painting February 2012 - August 2012
USA Hockey January 2003 - January 2010
Skills
Leadership, Customer Service, Marketing, Sales, Management, Customer Satisfaction, Problem Solving, Microsoft Office, Social Networking, Microsoft Excel, PowerPoint, Strategic Planning, Marketing Strategy, Social Media Marketing, Microsoft Word, Creative Writing, Economics, Finance, Outlook, Banking, Banking Law, Bank Statements, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.7
Oliver Ames High School 2006 — 2010
Diploma
First National Bank of Omaha April 2014 - Present
Farm Credit Services of America June 2007 - February 2014
Bank of the West/Commercial Federal Savings and Loan November 2001 - November 2006
First National Bank of Omaha April 1987 - November 2001
Office of the Comptroller of the Currency January 1980 - April 1982
Skills
Credit Analysis, Loans, Credit, Risk Management, Credit Risk, Commercial Lending, Banking, Consumer Lending, Financial Risk, Underwriting, Finance, Leadership, Analysis, Internal Audit, Portfolio Management, Financial Analysis, Credit Cards, Commercial Banking, Retail Banking, Mortgage Lending
Education
University of Nebraska-Lincoln
Bachelor of Science, Business Administration
University of Wisconsin-Madison
Graduate School of Banking, Banking
Iowa State University
Certificate, Ag Credit School
West Station Capital May 2012 - Present
Property & Portfolio Research/PPR/Costar November 2010 - May 2012
Southcott Development 2002 - 2010
AEW Capital Management 1998 - 2002
Case Shiller Weiss, Inc 1993 - 1997
Office of the Comptroller of the Currency 1991 - 1992
US Treasury 1988 - 1991
Skills
Portfolio Management, Valuation, Strategy, Market Research, Real Estate, Financial Modeling, Real Estate Economics
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance, Real Estate
Iowa State University - College of Business 1984 — 1988
BBA, Finance
BofI Federal Bank September 2014 - Present
Office of the Comptroller of the Currency June 2009 - September 2014
Student Activities Board August 2008 - December 2008
Cayuga Radio Group June 2008 - December 2008
Perfect Storm Media January 2007 - May 2007
Skills
Financial Analysis, Management, Banking, Radio DJ and Board..., Loans, Financial Institutions, Regulatory Compliance, Customer Service, Retail Banking
Education
Ithaca College 2005 — 2008
Bachelor of Science (B.S.), Business Administration: Concentration in Finance; Minor: Economics
Denver Public Schools - imaginarium PrincipalPlanIt, LLCJanuary 2011 - Present
Education Pioneers 2014 - 2014
Harvard Graduate School of Education August 2012 - May 2013
Civil Resources, LLC February 2002 - December 2010
Tetra Tech September 1995 - February 2003
Office of the Comptroller of the Currency June 1990 - September 1995
Skills
Educational Technology, Project Management, Grant Writing, Grant Administration, Community Outreach, Sustainable Design, Land Use Planning, Program Development, Microsoft Office, Land Use, Local Government, Comprehensive Planning, Community Engagement, Stormwater Management, Public Policy, Grants, Sustainability, Community Development, Urban Planning, Economic Development, Proposal Writing, Qualitative Research, Program Evaluation, Policy Analysis, Program Management, Policy, Government, Data Analysis, Strategic Planning, Nonprofits
Education
Harvard University Graduate School of Education 2012 — 2013
Master's degree, Technology, Innovation and Education
University of Denver 1994 — 1996
Master of Environmental Policy and Management, Natural Resources
University of Colorado at Boulder 1986 — 1990
Bachelor of Science (B.S.), Finance and Business Management
KPMG October 2014 - January 2015
Office of the Comptroller of the Currency October 2013 - May 2014
Mejia Business & Financial Services Freelance Consultants October 2012 - September 2013
Consumer Financial Protection Bureau September 2011 - September 2012
Skills
Credit Cards, Banking, Credit, Payment Card Processing, Payments, Merchant Services, Risk Management, Financial Analysis, Loans, Mortgage Lending, Payment Systems, Electronic Payments, Debit Cards, Portfolio Management, New Business Development, Consultation, Project Management, Compliance, Compliance Testing, Compliance Analysis, Regulations, Consumer Lending, Advocacy, Management, Sales Management, Analysis, Contract Management, Contract Negotiation, ISO, Problem Solving, Relationship Management, Regulatory Examinations, Auditing Standards, Accounting, Marketing, Organizational..., Anti Money Laundering, Process Improvement, Finance, Financial Services, AML, Financial Risk, Operational Risk..., Bank Secrecy Act, Strategy
Education
Hofstra University 2007 — 2009
Accounting Certificate Program, NY State CPA requirements, Accounting
Louisiana State University, UNO 1998 — 2001
Bachelor of Science, Business Adminsitration, 3 Bachelor of Science Degrees - Marketing (3.0 GPA), Double Major - Management, Business Admin
JRH Consultants Inc December 2014 - Present
Merkle Inc July 2014 - November 2014
Expedient Data Centers March 2014 - July 2014
Digital iBiz March 2012 - December 2013
Office of the Comptroller of the Currency 2012 - 2013
American Chemical Society March 2008 - March 2012
Lockheed Martin 2007 - 2008
Lockheed Martin 2007 - 2008
American Chemical Society October 2000 - August 2007
World Bank 1999 - 2000
Skills
CBRM, ITIL, Project Management, Management, Software Project..., IT Strategy, Cross-functional Team..., Business Process..., IT Service Management, Business Analysis, Quality Assurance, Project Planning, Program Management, Enterprise Software, Change Management, Leadership, Information Technology, Requirements Analysis, Windows
Education
Strayer University-Maryland 2000 — 2003
BS, Informations Systems
Iowa State University 1994 — 1995
Engineering
Lincoln Technical Institute
Office of the Comptroller of the Currency October 2013 - Present
Consumer Financial Protection Bureau September 2012 - October 2013
Force Oakum August 2009 - October 2013
Federal Reserve System 2011 - 2011
Fannie Mae December 2007 - August 2009
Independent Consultant January 1996 - August 2009
Black & Decker May 2007 - November 2007
Black & Decker March 2005 - May 2007
Marriott International October 2003 - March 2005
University of Maryland, College Park September 1997 - July 2003
Skills
E-Learning, Learning Management, Organizational..., Instructional Design, Talent Management, Leadership, Instructor-led Training, Employee Training, Consulting, Strategy, Management, Training, Team Leadership, Team Building, Performance Management, Captivate, Program Management, ADDIE, Knowledge Management, Marketing, Program Evaluation, Curriculum Design, Analysis, E-commerce, Performance Improvement, Staff Development, CRM, Training Delivery, Multimedia, Blended Learning
Education
University of Maryland Baltimore County 2001 — 2004
M.A., Instrictional Systems Development
University of Maryland Baltimore County 2001 — 2003
Post-Bac. Cert., Instructional Systems Development
University of Maryland Baltimore County 2000 — 2003
M.F.A., Imaging & Digital Arts
Hood College 1994 — 1998
B.A., Psychology
Damascus High School 1982 — 1986
High Scool Diploma
Office of the Comptroller of the Currency April 2013 - Present
Office of the Comptroller of the Currency July 2014 - Present
Trane Inc May 2008 - September 2012
Skills
Business Analysis, Financial Analysis, Risk Management, Regulatory Compliance, Senior Management..., Board of Directors..., Accounting, Microsoft Excel, Auditing, Microsoft Word, Microsoft Office, Financial Reporting, Community Banks, Financial Accounting, PowerPoint
Education
Indiana University - Kelley School of Business 2012 — 2013
Masters of Science, Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business Administration, Accounting & Operations Management, 3.45
Hinsdale Central High School 2004 — 2008
GED
InterActive Academy December 2014 - June 2015
Eli Lilly and Company July 2011 - June 2014
Eli Lilly and Company (Japan) March 2010 - June 2011
Eli Lilly and Company August 2006 - February 2010
Eli Lilly and Company October 2005 - July 2006
Eli Lilly and Company June 2004 - October 2005
Eli Lilly and Company June 2003 - May 2004
Eli Lilly and Company June 1999 - May 2003
Ernst & Young November 1996 - May 1997
Office of the Comptroller of the Currency June 1994 - October 1996
Skills
Managed Care, Forecasting, Cross-functional Team..., Finance, Sales Effectiveness, Management, Contract Management, Process Improvement, Project Planning, Financial Analysis, Leadership
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance, Marketing
University of Louisville 1990 — 1994
B.S., Accounting
Seneca High School
Five Points Bank of Hastings July 2000 - Present
United Way 2012 - 2012
Office of the Comptroller of the Currency June 1984 - May 2000
Skills
Loans, Credit, Banking, Financial Analysis, Consumer Lending, Strategic Planning, Commercial Lending, Credit Analysis, Mortgage Banking, Risk Management, Loan Origination, Sales, Management, Retail Banking, Strategic Financial..., Asset Management, Commercial Mortgages, Insurance, Investments, Finance, Portfolio Management, Credit Risk, Financial Institutions, Underwriting, Commercial Banking, Small Business Lending, Securities, Small Business, Mortgage Lending, Financial Risk, Refinance, Real Estate, Relationship Management, Auditing, Life Insurance, Estate Planning, Mutual Funds, Leadership, Financial Reporting, Financial Modeling, Corporate Finance, Accounting, Lines Of Credit, Business Planning
Education
Hastings College 1980 — 1984
BA, Business Administration / Accounting
Sandy Creek High School 1976 — 1980
High School Diploma
Office of the Comptroller of the Currency July 2015 - Present
Abbott Laboratories Employees Credit Union February 2002 - Present
Abbott Laboratories Employees Credit Union May 2013 - June 2015
Computer Dynamics Group July 2001 - February 2003
Skills
Project Planning, Project Management, Troubleshooting, Vendor Management, Process Improvement, Integration, Banking, IT Management, Networking, Cisco Technologies, Leadership, Training, Software Documentation, Disaster Recovery, IT Strategy, Information Security
Education
Northern Illinois University 2012 — 2015
Master of Business Administration (MBA)
Illinois State University 1997 — 2001
BS, History, Economics
Global Knowledge
Global Knowledge
First National Bank of Omaha August 2015 - Present
First National Bank of Omaha May 2015 - Present
First National Bank of Omaha November 2013 - May 2015
First National Bank of Omaha July 2013 - November 2013
Office of the Comptroller of the Currency June 2008 - July 2013
Skills
Commercial Banking, Banking, Risk Management, Financial Analysis, Financial Risk, Credit Risk, Credit Analysis, Market Risk, Capital Markets, Operational Risk, Financial Reporting, Financial Modeling, Finance, Commercial Lending
Education
Iowa State University 2003 — 2008
Bachelor of Science (BS), Finance
AA Homes LLC August 2015 - Present
Jenson & Co - CPA Advisors October 2011 - August 2015
A. Hardy Tree Service April 2010 - September 2012
Schatz Real Estate Group, Inc. October 2010 - October 2011
Hardy Accounting, Ltd December 2009 - September 2011
Office of the Comptroller of the Currency June 2004 - May 2010
Ball January 2000 - December 2002
Skills
Quickbooks, Tax Preparation, Tax Accounting, Payroll, Bookkeeping, Accounting, Financial Analysis, Financial Reporting, Internal Controls, General Ledger, Auditing, GAAP, Financial Accounting, Internal Audit, Accounts Receivable, Accounts Payable, Cash Flow, Strategic Financial..., Financial Modeling, QuickBooks, Finance, CPA, Tax, Income Tax, Financial Statements, Banking, Small Business, Tax Research, Sarbanes-Oxley Act
Education
Iowa State University 1999 — 2004
Bachelor of Science, Accounting and Finance
BBVA Compass October 2010 - Present
KPMG November 2009 - October 2010
Silverton Bank September 2008 - September 2009
Wachovia Corporation February 2008 - September 2008
Regions Financial Corporation January 2006 - February 2008
SouthTrust Bank September 2003 - March 2005
SouthTrust Bank November 1999 - September 2003
Compass Bank May 1997 - November 1999
AmSouth Bank August 1996 - May 1997
Office of the Comptroller of the Currency June 1989 - July 1996
Skills
Underwriting, Credit Risk, Credit Analysis, Risk Management, Credit, Commercial Banking, Loans, Banking, Portfolio Management, Financial Risk, Commercial Lending, Due Diligence, Financial Services, Finance, Investments
Education
Samford University 2003 — 2007
MBA, Business Administration
Jackson State University 1985 — 1989
B.S., Accounting
Robert C. Hatch High School 1981 — 1985
Office of the Comptroller of the Currency January 2013 - Present
Howard University August 2011 - August 2012
JP Morgan Chase June 2011 - August 2011
Enterprise Holdings Inc. July 2006 - August 2010
Skills
Marketing Strategy, P&L, Consumer Behavior, Marketing Research, Competitive Analysis, Customer Service, Business Relationship..., Income Statement, Investments, Financial Analysis, Finance
Education
Howard University 2010 — 2012
MBA, Finance
Huntingdon College 2002 — 2006
BA, Management
Office of the Comptroller of the Currency April 1980 - Present
Skills
Risk Management, Banking
Education
Georgia State University 1979 — 1980
MBA, Finance
University of Georgia - Terry College of Business 1975 — 1978
BBA, Risk Management and Insurance
Enterprise Bank (Enterprise Bancorp) November 1988 - Present
University of Massachusetts Lowell January 2011 - Present
Lowell Humane Society April 2005 - Present
Merrimack Repertory Theatre June 2004 - Present
Operation Delta Dog February 2013 - Present
First Bank (Chelmsford, MA) October 1985 - November 1988
BKW (Nashua, NH) September 1984 - October 1985
Briercroft Savings & Loan February 1984 - September 1984
Arthur Andersen & Company August 1982 - February 1984
Office of the Comptroller of the Currency June 1978 - January 1981
Skills
Banking, Budgets, Financial Analysis, Strategic Planning, Operational Risk..., Customer Service, Cash Management, Vendor Management, Nonprofits, Management, Business Analysis, Program Management, Business Strategy, Process Improvement, Finance, Commercial Banking, Risk Management, Project Management, Management Consulting, Retail Banking, Non-profits, Strategy, PowerPoint, Financial Services, Portfolio Management, Analysis, Commercial Lending, Leadership, Mergers & Acquisitions, Credit, Financial Modeling, Digital Innovation, Visionary
Education
Harvard Business School 2010 — 2010
AMP, Advanced Management Program
University of Arizona, Eller College of Management 1981 — 1982
MS, MIS
University of Southern Maine - School of Business 1976 — 1981
BS, Accounting
Rumford High School 1970 — 1973
Wells Fargo December 2005 - Present
US Bank 1997 - 2005
Office of the Comptroller of the Currency August 1992 - August 1997
Education
Hanover College 1988 — 1992
BA, Business Administration
Office of the Comptroller of the Currency March 1992 - Present
CyberTel June 1989 - June 1991
Centerre Bank August 1982 - June 1989
Old Kent Bank June 1979 - August 1982
Skills
CISA, Risk Management, Enterprise Risk..., Internal Audit, IT Audit, Information Security..., Finance, Commercial Lending, Financial Analysis, Loans, Credit Risk, Leadership
Education
Indiana University - Kelley School of Business 1977 — 1979
MBA, Finance
Hope College 1971 — 1976
BA, Economics
Office of the Comptroller of the Currency December 2014 - Present
National Hampton Alumni Association, Inc. July 2014 - Present
Alfred Street Baptist Church Foundation March 2013 - Present
ASBC Board of Trustees January 2012 - Present
Office of the Comptroller of the Currency October 2005 - November 2014
National Bar Association Trailblazer Under 40 Award July 2014 - July 2014
National Bar Association July 2010 - July 2014
Wallace C. Arnold Award March 2012 - March 2012
National Bar Association July 2009 - July 2011
NBA Young Lawyer of the Year July 2010 - July 2010
Skills
Legal Research, Litigation, Legal Writing, Corporate Law, Policy Analysis, Public Speaking, Administrative Law, Policy, Government, Non-profits, Criminal Law, Research, Westlaw, Civil Litigation, Trials, Corporate Governance
Education
Howard University School of Law 2002 — 2005
J.D., Law
Hampton University 1998 — 2002
B.A., Public Relations
Harvard University 2014 - Present
Cornerstone Research July 2013 - July 2014
University of Pennsylvania January 2013 - May 2013
Office of the Comptroller of the Currency May 2012 - July 2012
Skills
Stata, SAS, Economics, Data Analysis, R, Research
Education
Harvard University 2014 — 2019
Doctor of Philosophy (PhD), Economics
University of Pennsylvania 2009 — 2013
Bachelor of Arts (BA), Economics, Mathematics
Deloitte June 2014 - August 2014
Office of the Comptroller of the Currency June 2013 - August 2013
Vector Marketing July 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Sales, Teamwork, Budgets, Analysis, Banking, Leadership, Customer Service, Public Speaking, Team Leadership, Social Media, Event Planning, Strategic Planning
Education
Howard University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting
Paramus Catholic
Paramus Catholic
WyzAnt Tutoring February 2015 - Present
Christensen & Associates, Inc. March 2015 - May 2015
Fred Kundrata For Congress March 2014 - May 2014
Chesapeake Public Strategies October 2013 - March 2014
Urban Viral Video March 2013 - March 2014
Jack Evans For Mayor June 2013 - September 2013
Office of the Comptroller of the Currency November 2011 - December 2012
Department For Professional Employees, AFL-CIO October 2010 - May 2011
Garfield Institute for Public Leadership August 2009 - May 2010
Hiram College (Hiram Fund / Alumni Relations Office) September 2008 - March 2009
Skills
Politics, Political Campaigns, Fundraising, Political Science, Policy Analysis, Social Media, Research, Policy, Grassroots Organizing, Speech Writing, Microsoft Office, Press Releases, Policy Research, Economic Policy, Public Policy, Public Speaking, Community Development, Leadership, Community Outreach, Public Affairs, Political Communication, Strategic Communications, Domestic Policy, Banking Regulations, Strategy, Political Management, American Politics, Public Leadership, Ohio Politics, Labor Issues, NationBuilder, WordPress, CRA WIZ 6.7, Political Philosophy, Debate, Votebuilder, Canvassing, Field Organizing, Intern Training, Donor Research, General Office Duties, Oil Pastels, Drawing, Art, Comic Art, Blogging, Opposition Research, Grassroots
Education
The George Washington University 2010 — 2013
Master of Professional Studies (M.P.S.), Political Management
Hiram College 2008 — 2010
Bachelor of Arts (B.A.), Political Science, Public Leadership
Lakeland Community College 2005 — 2008
Transfer Module, Political Science
Newbury High School 2001 — 2005
High School Diploma
Office of the Comptroller of the Currency October 2014 - Present
U.S. District Court for the Middle District of North Carolina August 2013 - August 2014
The Law Firm of Paley Rothman May 2012 - August 2012
Office of the Attorney General for the District of Columbia May 2011 - August 2011
Deloitte June 2009 - August 2009
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Teaching, Editing, Legal Writing, Academic Writing, Legal Research, Project Management, Public Speaking, Strategic Planning, Lexis, LexisNexis, Courts, Litigation, Westlaw
Education
Howard University School of Law 2010 — 2013
Doctor of Law (JD), cum laude
Howard University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting, magna cum laude
Federal Reserve Bank of St. Louis October 2012 - April 2015
US Bank February 2012 - October 2012
Office of the Comptroller of the Currency January 2007 - February 2012
Tougaloo College October 2003 - January 2007
Skills
Credit Analysis, Credit, Credit Risk, Commercial Lending, Banking, Commercial Banking, Loans, Bank Secrecy Act, Financial Analysis, Financial Risk, Portfolio Management, Financial Institutions, Risk Management, Underwriting, Asset Based Lending, Financial Modeling, OFAC, AML, Consumer Lending, Financial Statement..., Finance, Financial Regulation, ALM, Liquidity Risk, Liquidity Management, Deposits, USA PATRIOT Act, Internal Controls, Banking Law, Lines Of Credit, Operational Risk, Loan Origination, Interest Rate Risk..., Internal Audit, Auditing, Treasury Management, Capital Markets
Education
Mississippi State University - College of Business and Industry 2007 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Jackson State University
Bachelor of Science (B.S.), Finance, General
Promontory Financial Group, LLC April 2004 - Present
BrokerTec Futures Exchange and BrokerTec Clearing co April 2001 - April 2004
Arthur Andersen November 1997 - April 2001
Office of the Comptroller of the Currency June 1993 - June 1996
JPMorgan Futures Inc. March 1981 - June 1993
JPMorgan and Co, Inc September 1979 - June 1993
Baer Marks & Upham September 1975 - June 1979
Skills
derivatives tradi, Capital Markets, Banking Law, Compliance, Risk Management..., Internal Controls
Education
Harvard Law School 1972 — 1975
Doctor of Law (J.D.)
Harvard College 1968 — 1972
A.B., Economics
CrossCheck Compliance LLC January 2012 - Present
Self Employed June 2008 - December 2011
Office of the Comptroller of the Currency May 1978 - September 2004
Skills
Due Diligence, Banking, Internal Controls, Credit Risk, Enterprise Risk..., Credit Analysis, Financial Risk, Internal Audit, Financial Analysis, Credit, Risk Management, Finance, Management, Process Improvement, Analysis, Financial Services
Education
Jackson State University
BS, Accounting
Office of the Comptroller of the Currency June 2012 - Present
Bank of America August 2006 - June 2012
Bank of America December 2005 - July 2006
Skills
Research, Banking, Personal Banking, Financial Analysis, Financial Risk, Banking Law, NMLS, Budgets, Bank Secrecy Act, Compliance, Asset Management, Trust Services, Accounting, Credit Analysis, Credit Risk, Interest Rate Risk...
Education
Northeastern University 2010 — 2012
Bachelor of Science, Finance & Accounting Management, GPA: 3.7
Hampton University
Office of the Comptroller of the Currency June 2013 - Present
BNY Mellon August 2011 - May 2013
National Grid May 2010 - January 2011
State Street July 2008 - January 2009
Skills
Finance, Accounting, Entrepreneurship, Real Estate, Risk Management, Auditing, Financial Analysis, Financial Reporting, Financial Services, Business Analysis, Internal Controls, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Northrop Grumman Corporation February 2015 - Present
Verizon January 2014 - January 2015
Federal Judicial Center September 2013 - December 2013
Best Buy July 2013 - November 2013
Office of the Comptroller of the Currency July 2011 - December 2011
Skills
Information Security, SQL, Java, HTML, Microsoft Office, Eclipse, Weebly, WordPress, Software Documentation, Access, Time Management, Customer Service, Management, Security, Data Analysis
Education
Howard University 2009 — 2013
B.B.A., Computer Information Systems
Nor1 October 2012 - Present
Office of the Comptroller of the Currency July 2011 - September 2011
Bel Air Investment Advisors October 2010 - December 2010
University of California (UC) September 2008 - September 2009
Education
University of California, Santa Barbara 2011 — 2012
Master’s Degree, Applied Statistics, GPA 3.80/4.00
University of California, Santa Barbara 2007 — 2011
Bachelor’s Degree, Financial Mathematics and Statistics, GPA 3.76/4.00
Jakarta International School
Office of the Comptroller of the Currency March 2015 - Present
Office of the Comptroller of the Currency July 2012 - Present
Office of the Comptroller of the Currency June 2010 - July 2012
Skills
Bank Secrecy Act, Financial Analysis, Financial Risk, Liquidity Risk, Financial Regulation, Operational Risk..., Liquidity Management, AML, ALM, Credit Analysis, Banking
Education
Illinois State University 2007 — 2011
Bachelor's degree, Finance, Economics
Sidwell Friends School June 2015 - Present
George Washington University (Aligning Forces for Quality) August 2013 - June 2015
Center City Public Charter Schools September 2011 - August 2013
Office of the Comptroller of the Currency May 2007 - September 2011
Skills
Microsoft Office, Research, PowerPoint, Data Analysis, Microsoft Excel, Customer Service, Microsoft Word, Leadership, Training, Analysis, Access, Social Media, Nonprofits
Education
Howard University 2006 — 2011
Bachelor's Degree, Human Development/Early Childhood Education (Minor: Technology), Summa Cum Laude
Bishop McNamara High School 2002 — 2006
High School Diploma (with Honors)
MERSCORP Holdings, Inc., parent company of Mortgage Electronic Registration Systems, Inc. April 2011 - Present
Janis Smith Executive Communications March 2009 - April 2011
EEI Communications March 2009 - March 2010
Fannie Mae December 2006 - February 2009
Fannie Mae September 2000 - December 2006
Office of the Comptroller of the Currency December 1993 - July 2000
Office of Thrift Supervision October 1989 - December 1993
Federal Home Loan Bank Board January 1988 - October 1989
Federal Home Loan Bank Board November 1985 - January 1988
Federal Home Loan Bank of Boston April 1983 - July 1985
Skills
Strategic Communications, Corporate Communications, Crisis Communications, Change Communications, Message Development, Public Relations, Media Relations, Pitching Stories, Press Releases, Writing, Collateral Materials..., Press Conferences, Media Skills Training, Presentation Coaching, Public Speaking, Social Media, Internal Communications, Thought Leadership, Cross-functional Team..., Strategic Partnerships, Housing Finance, Mortgage Banking, Secondary Mortgage..., Community Development, Crisis Management, Strategic Planning, Speech Writing, Leadership, Public Affairs, Community Outreach, Communication Training, Management, Journalism, Web Content Management, Event Planning, Marketing Communications, Reputation Management, Investor Relations, Communications Planning, Budgets, Content Development, Content Strategy, Newsletters, Publicity, Content Management, Editing, Web Content, Spokesperson, Strategy
Education
Howard University 1977 — 1981
All Saints Cathedral School 1969 — 1977
Office of the Comptroller of the Currency 2008 - 2010
Skills
JavaScript, Microsoft SQL Server, XML, ASP.NET, Web Services, AJAX
Education
Howard University 2006 — 2012
Bachelor of Applied Science (B.A.Sc.), Computer Science
Office of the Comptroller of the Currency March 2015 - Present
U.S. Department of Labor May 2010 - March 2015
United States Department of Defense June 2008 - May 2010
National Science Foundation November 2003 - June 2008
U.S. Office of Personnel Management June 2002 - November 2003
Pennsylvania Department of Transportation January 2000 - June 2002
Skills
Management Analysis, Six Sigma, Program Management, Performance Measurement, Business Process, Team Leadership, Human Capital Management, Planning, Process Improvement, Change Management, Problem Solving, DMAIC, Cross-functional Team..., Black Belt, Team Building, PMP, Team Management, Personnel Management, Project Planning, HRIS, Management, Project Management, Government, Leadership, Policy Analysis, Policy, Performance Management, Training, Strategy, Analysis, Strategic Planning, Business Process...
Education
Harvard Kennedy School of Government 2012 — 2012
Senior Executive Fellows, Executive Education
The George Washington University 2010 — 2011
Master's Certificate in Federal Government Program Management
The George Washington University 2004 — 2005
Master's Certificate in Project Management
Penn State University 2000 — 2001
MPA, Public Administration
Penn State University 1996 — 2000
BS, Public Policy
Citizens Bank August 2015 - Present
Citizens Bank July 2012 - Present
Office of the Comptroller of the Currency June 2009 - July 2012
Blue Thunder Technologies June 2008 - June 2009
Skills
Credit Analysis, Risk Management, Banking, Credit, Finance, Analysis, Commercial Banking
Education
Isenberg School of Management, UMass Amherst
Bachelor, Business Administration; Finance
Federal Reserve System May 2013 - Present
Office of the Comptroller of the Currency February 1987 - May 2013
OCC 1987 - 2012
Skills
Customer Service, Windows, Research, Teaching, Photoshop, Public Speaking
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 1980 — 1985
Bachelor of Business Administration (BBA), Finance, General
Trillium Asset Management June 2014 - Present
Caja Rural Los Andes April 2013 - July 2013
Dougherty & Company June 2007 - July 2012
Office of the Comptroller of the Currency May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Banking, Project Finance, Due Diligence, Valuation, International Business
Education
HEC School of Management / HEC Paris 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 2004 — 2008
Bachelor of Business Administration (BBA), Business Economics
Delta Strategy Group August 2013 - Present
NERA Economic Consulting April 2010 - August 2013
U.S Securities and Exchange Commission August 2007 - March 2010
U.S Commodity Futures Trading Commission May 2002 - July 2007
Office of the Comptroller of the Currency May 1995 - May 2002
Skills
Litigation Consulting, Financial Markets, Derivatives, Securities Lending, Commodity, Hedge Funds
Education
Iowa State University 1980 — 1984
Ph.D, Economics
St. Olaf College 1976 — 1980
BA, Economics
Office of the Comptroller of the Currency July 2012 - Present
Office of the Comptroller of the Currency May 2008 - July 2012
Office of the Comptroller of the Currency May 2007 - April 2008
Office of the Comptroller of the Currency May 2006 - January 2007
Skills
Credit Risk, Credit Analysis, Credit, Banking, Financial Analysis, Loans, Risk Management, Core Banking
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA, Management
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2007
BS, Finance
United Way of the National Capital Area November 2013 - Present
Industrial Bank NA 2010 - 2012
Strategic Marketing Consulting 2005 - 2010
Industrial Bank October 1989 - September 2004
Office of the Comptroller of the Currency 1987 - 1989
Skills
Loans, Finance, Financial Analysis, Change Management, Risk Management, Marketing Communications, Strategic Planning, Strategic Communications, Community Outreach, Economic Development, Business Development, Small Business Lending, Nonprofits, Program Management, Leadership, Strategy, Leadership Development, Organizational..., Public Speaking, Banking, Budgets, Customer Service, Marketing, Commercial Lending, Fundraising, Management, Business Strategy, Strategic Partnerships, CRM, Analysis, Cross-functional Team..., Management Consulting, Commercial Banking, Marketing Strategy, Investments, Credit, Team Building, Project Planning, Executive Management, Credit Analysis, Valuation, Small Business, Mergers & Acquisitions, Commercial Real Estate, Community Development, Event Planning, Social Media
Education
Howard University
Bachelors in Business Administration, International Business & Finance
The George Washington University - School of Business
Masters in Business Administration
State Farm Bank November 2010 - Present
First State Bank of Bloomington June 2008 - November 2010
Office of the Comptroller of the Currency January 2006 - June 2008
Skills
Banking, Compliance, Risk Management, Credit, Loans
Education
Illinois State University
BS, Finance
Office of the Comptroller of the Currency June 2014 - Present
Office of the Comptroller of the Currency June 2013 - June 2014
Gustavus Adolphus College Office of Admissions August 2011 - May 2013
Truth Hardware June 2012 - August 2012
Mayo Innovation Scholars Program October 2011 - March 2012
Skills
Research, Public Speaking
Education
Gustavus Adolphus College 2009 — 2013
BA, Financial Economics, Minor: Political Science, Magna Cum Laude
Owatonna Senior High School 2005 — 2009
Office of the Comptroller of the Currency ConsultantMcGladreySeptember 2011 - September 2014
Office of the Comptroller of the Currency January 2008 - September 2011
Skills
Credit Risk, Credit Analysis, Banking, Credit, AML, Financial Analysis, Operational Risk, Certified Anti-Money..., Operational Risk..., Internal Audit, Risk Analysis, Financial Institutions, Compliance, Financial Regulation, Loans, Risk Management, Internal Controls, Liquidity Risk
Education
James Madison University 2004 — 2007
BBA, Finance
Promontory Financial Group, LLC May 2006 - Present
Office of the Comptroller of the Currency 1997 - 2000
Office of the Comptroller of the Currency January 1983 - January 1991
Skills
Risk Management, Banking, Due Diligence, Financial Regulation, Capital Markets, Operational Risk, Enterprise Risk..., OFAC, Financial Risk, Bank Secrecy Act, Credit Risk, Credit
Education
Texas A&M Commerce 1966 — 1970
BBA, Economics
Harvard University, John F. Kennedy School of Government
Program for Senior Managers in Government
Univeristy of Chicago
Advanced Management Program
Morris, Laing, Evans, Brock & Kennedy March 2011 - Present
Office of the Comptroller of the Currency January 2005 - May 2008
Skills
Commercial Litigation, Real Estate, Compliance, Banking, Oil & Gas Law, Financial Analysis, Legal Writing, Corporate Law, Litigation, Finance, Legal Research, Civil Litigation, Legal Compliance
Education
University of Kansas School of Law 2008 — 2010
Juris Doctor, Business and Commercial Law Certificate
Kansas State University 2000 — 2004
B.S. Business Administration, Emphasis in: Finance, Accounting, Economics
Consumer Financial Protection Bureau June 2011 - Present
The Office of the Comptroller of Currency July 2009 - April 2011
iMova Web Studio, LLC August 1996 - July 2009
Office of the Comptroller of the Currency May 2008 - August 2008
Defense Finance & Accounting Services July 2004 - July 2007
Burgess & Niple June 2000 - September 2001
Skills
Incident Management, Network Security, Project Implementation, IPS, Web Services, DLP, Information Security, Information Assurance, Disaster Recovery, Security, Computer Security, System Administration, CISSP, Windows, Project Management, Active Directory, Access, Computer Forensics, Vulnerability Assessment, Cloud Computing, IDS, FISMA, NIST, Virtualization, Incident Response, Leadership, Management
Education
Iowa State University 2004 — 2009
M.S., Information Assurance, Logistics, Operations, and Management of Information Systems, 3.91/4.0
Kent State University 2002 — 2004
B.S., Computer Information Systems, Business
The Ohio State University 1999 — 2000
Electrical & Computer Engineering, Engineering
FDIC January 2008 - Present
Office of the Comptroller of the Currency June 2005 - January 2008
K&L Gates 2003 - 2005
Venable LLP September 1999 - February 2003
Skills
Banking Law, Corporate Governance
Education
Harvard Law School 1996 — 1999
JD, Law
The College of William and Mary 1992 — 1996
BA, Government
Hopkins School 1986 — 1992
Time Warner Cable May 2014 - Present
Time Warner Cable March 2006 - May 2014
Time Warner Cable January 2002 - March 2006
DCS Corporation January 2001 - January 2002
Office of the Comptroller of the Currency January 2000 - January 2001
EDS January 1998 - January 1999
Seven Hills Charter Public School August 1995 - June 1998
Gloucester High School January 1995 - January 1996
Peace Corps July 1991 - August 1995
Motorola October 1988 - July 1991
Skills
ITIL, eTOM, Business Analysis, Business Process Design, Business Process..., MSO, Workflow, Network Operations, Technical Writing, Telephony, CLEC, Knowledge Management, People Management, Process Engineering, Process Development, Converged Networks, Cable, OSS, SID, Business Requirements, Functional..., Design Specifications, Software Documentation, Open Source Software, VoIP, Process Simulation, Computer Network..., Mobile Devices, SharePoint, Networking, Ethernet, Management, Project Management, Call Centers, Troubleshooting, Testing, Analysis, Leadership, Telecommunications, SDLC, Business Process, Enterprise Architecture, Service Delivery, Cross-functional Team...
Education
Harvard University Graduate School of Education 1995 — 1996
M. Ed.
University of Michigan 1987 — 1988
M.A.
Trinity College-Hartford 1982 — 1986
B.A.
Sheffield Brothers Minority Staff Director & Counsel, Financial Institutions Subcommittee, Senate Banking CommitteeU.S. Senator Tim JohnsonJuly 2004 - November 2006
Independent Community Bankers of America 2001 - 2004
Office of the Comptroller of the Currency 1997 - 2001
Bank of America 1989 - 1994
Skills
Strategic Communications, Politics, Banking, Public Speaking, Legislative Relations, Public Policy, Nonprofits, Public Affairs, Grassroots Organizing, Community Outreach
Education
Howard University School of Law 1994 — 1997
James Madison University 1985 — 1989
B.A., English
St. Catherine's School 1972 — 1985
COMPTROLLER OF CURRENCY - US Federal October 2012 - Present
Office of the Comptroller of the Currency October 2012 - Present
Lockheed Martin February 2012 - October 2012
Active Health NY October 2011 - February 2012
Johnston McLamb October 2010 - February 2011
Concept46 2008 - 2010
Merrill Lynch August 1998 - June 2008
UNISYS January 1998 - April 1998
Leading Edge, Mumbai January 1997 - December 1997
SYSTIME 1994 - 1997
Skills
Software Development, Business Intelligence, Unix, Visual Basic, Web Development, Architecture, Project Management, C++, C, Business Development, Product Development, Operations Management, Software Project...
Education
University of Mumbai 1988 — 1991
MSc, Electronics and Solid State Physics
Indian Institute of Technology, Bombay
Post Graduate Program, Software Engineering
Office of the Comptroller of the Currency April 2014 - Present
Office of the Comptroller of the Currency April 2012 - April 2014
Office of the Comptroller of the Currency August 2010 - April 2012
Office of the Comptroller of the Currency August 2007 - August 2010
U.S. Peace Corps October 2003 - August 2007
Public Broadcasting Service (PBS) June 1998 - October 2003
Skills
Change Management, Government, Management, Strategy, Project Planning, Business Analysis, Program Management, SDLC, Project Management, Proposal Writing, Requirements Analysis, Telecommunications, PMP, Data Analysis, IT Management, Technical Writing, Team Leadership, Strategic Planning, Security, Integration, Enterprise Architecture, IT Strategy, SharePoint, Software Development, Information Technology, Governance, ITIL, IT Service Management, Process Improvement, Analysis, Training, Business Process...
Education
George Mason University - School of Business
M.S., Technology Management
James Madison University
B.A., History
Office of the Comptroller of the Currency January 2009 - August 2011
First Savings Mortgage Corporation June 2005 - July 2008
Target 2004 - 2005
Skills
Mortgage Lending, Credit, Microsoft Office, Banking, Customer Service, Finance, Investment Properties, Real Estate
Education
James Madison University 2000 — 2004
St. Albans High School 1995 — 1999
Citizens Bank July 1985 - Present
Office of the Comptroller of the Currency 1982 - 1984
Education
Indiana University of Pennsylvania
Office of the Comptroller of the Currency August 2000 - Present
Bureau of Economic Analysis February 1999 - August 2000
Skills
Financial Modeling, Credit Risk, Financial Analysis, Economics, Capital Markets, Banking, Econometrics, Risk Management, Financial Risk, Portfolio Management, Valuation, Stata, SAS, Data Analysis, Analysis
Education
Johns Hopkins University 2000 — 2002
MA, Economics
Georgia Institute of Technology 1994 — 1997
BS, Economics, Intl Affairs
Office of the Comptroller of the Currency Technology Risk ManagerJPMorgan Chase2003 - 2007
Skills
Risk Management, Banking, Information Technology, SDLC, Information Security, IT Audit, Disaster Recovery, IT Strategy, Internal Audit, Financial Risk, Business Continuity
Education
Governors State University 1992 — 1997
MBA, BA, Information Systems
Office of the Comptroller of the Currency 2005 - Present
Skills
Interest Rate Risk..., Credit Analysis, Finance, Liquidity Risk, Banking, Financial Risk
Education
Illinois State University 2001 — 2005
Finance and Economics
Office of the Comptroller of the Currency September 2007 - Present
Wachovia 1997 - 2007
Bank of America 1988 - 1997
Education
Jacksonville University 1989 — 1991
MBA
Office of the Comptroller of the Currency 2012 - Present
Office of the Comptroller of the Currency 2006 - 2012
United States Securities and Exchange Commission 2004 - 2006
NASD 2003 - 2004
Ivy Asset Management 2001 - 2003
KPMG 1999 - 2001
Education
Hofstra University
MBA, Accounting
Office of the Comptroller of the Currency April 2009 - Present
RS Information Systems August 2004 - April 2009
Arbitron 1986 - 2001
Skills
Project Management, Web Design, Data Analysis, SharePoint, HTML, CSS, Management, Social Media, Microsoft Office, Web Development, Photoshop, CMS, Microsoft Excel, Process Improvement, Strategic Planning, Outlook, Analysis, Access, Leadership, Program Management, Budgets, Content Management, Team Leadership
Education
Hampton University 1978 — 1982
Office of the Comptroller of the Currency July 1979 - Present
Skills
Credit Risk, Credit Analysis, Banking, Risk Management, Commercial Lending, Financial Regulation
Education
Iowa State University 1972 — 1977
Office of the Comptroller of the Currency January 2004 - Present
Harris Bank August 1996 - December 2002
Education
Cannon Financial Institute 2000 — 2001
Trust Asset Management and Administration
Illinois State University 1994 — 1996
BS, Finance
University of Illinois at Urbana-Champaign 1989 — 1992
BA, Speech Communication
Montini Catholic High School 1983 — 1987
Office of the Comptroller of the Currency July 2001 - Present
FDIC 1997 - 2001
Skills
Mediation, Conflict Resolution, Coaching, Policy, Public Speaking, Risk Management, Team Building, Change Management, Workshop Facilitation, Leadership Development, Organizational..., Program Management, Training, Performance Management, Government
Education
Goldey Beacom College 1986 — 1989
Business Management
University of Maryland College Park
Business Management
Office of the Comptroller of the Currency September 2010 - Present
M&I Marshall & Ilsley Bank November 2004 - September 2010
M&I Marshall & Ilsley Bank November 2004 - September 2010
M&I Bank June 2001 - November 2004
Indiana University - Columbus May 1995 - May 2001
Skills
Banking, Financial Risk, Retail Banking, Economics, Financial Analysis, Community Economic..., Banking Regulation, Small Business..., Educational Outreach, Community Organizing, Public Speaking, Program Management
Education
Indiana University Bloomington 1987 — 1995
Ph.D., Economics
Indiana University Bloomington 1987 — 1992
M.A., Economics
Wright State University 1986 — 1987
M.S., Social & Applied Economics
Damascus University 1982 — 1985
B.S., Business & Economics
Federal Reserve Board April 2013 - Present
Office of the Comptroller of the Currency July 2012 - April 2013
East Carolina University August 2012 - January 2013
East Carolina University 2007 - 2012
SAS January 2005 - April 2006
University of North Carolina at Chapel Hill 2001 - 2003
University of North Carolina at Chapel Hill 2001 - 2003
Skills
Economics, Econometrics, Macroeconomics, Time Series Analysis, Statistics, Valuation, Quantitative Analytics, Risk Management, Statistical Modeling, Data Analysis, Research, SAS, Finance, Investments, R, SAS programming, Economic Research, Eviews, Microeconomics, SPSS
Education
University of North Carolina at Chapel Hill 1999 — 2007
Ph.D., Economics
University of North Carolina at Chapel Hill 2002 — 2003
MS, Statistics
Illinois State University 1998 — 1999
MS, Economics
Office of the Comptroller of the Currency July 2011 - Present
office of thrift supervision May 2002 - August 2011
Education
Golden Gate University 1982 — 1984
MBA, Finance
Office of the Comptroller of the Currency February 2009 - Present
O'Connor Wealth Management, LLC May 2005 - October 2007
Skills
Investments, Risk Management, Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Series 7, Retirement, Financial Advisory, Investment Advisory, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Asset Allocation, Investment Strategies, Estate Planning, Securities, Financial Services, Fixed Annuities, Banking, Bank Accounting, Bank Reconciliation, Bank Management, Trust Management, Trusts, Investment Trusts, Revocable Trusts, Irrevocable Life..., Charitable Trusts, Capital Adequacy, Liquidity, Liquidity Risk, Liquidity Analysis, Interest Rate Risk..., Series 63, Series 65, Series 66, Corporate Trust, Municipal Bonds, Credit Risk, Operational Risk, Market Risk
Education
Illinois State University 2003 — 2006
Bachelors of Science, Finance
Office of the Comptroller of the Currency July 2015 - Present
Federal Housing Finance Agency March 2008 - July 2015
FDIC August 2007 - March 2008
US Securities and Exchange Commission January 2005 - August 2007
Skills
Data Analysis, Analysis, Data Modeling, Access, Analytics, Risk Management, Business Analysis, Government, Program Management, Financial Analysis, Process Improvement, Data Governance, Governance, Financial Modeling, SAS, Excel, PowerPoint, Word, Financial Reporting, Compliance, Microsoft Office, Change Management, Outlook, SQL, VBA, Forecasting, Problem Solving, Documentation, Administration, SQL Server 2000-2008, Oracle Applications, Graphic Design, Tableau, MicroStrategy Reporting, System Design, System Development, Business Process..., Business Process Design, Business Process..., Relational Databases, Team Building, Team Leadership, Information Management, Data Quality Assurance, Prezi, Leading Change, Organizational..., Logistics Management, Microsoft Excel, Software Documentation
Education
Howard University
Office of the Comptroller of the Currency June 1978 - January 2015
Skills
Credit Risk, Credit Analysis, Risk Management, Financial Risk, Financial Analysis, Enterprise Risk..., Banking, Credit, Operational Risk, Operational Risk..., Loans, Commercial Banking, Capital Markets, Portfolio Management, AML, Financial Institutions, Commercial Lending, Mortgage Lending, Bank Secrecy Act, Financial Services, Interest Rate Risk..., Liquidity Risk
Education
Jackson State University 1975 — 1978
Bachelor of Science in Finance
Jackson State University 1975 — 1978
Bachelor of Science (B.S.), Finance, General
First Bank Sterling, Ks 1993 - Present
Office of the Comptroller of the Currency June 1979 - August 1982
Skills
Banking, Commercial Lending, Credit Analysis, Loans, Commercial Banking, Financial Analysis, Credit, Consumer Lending, Loan Origination, Underwriting, Credit Risk, Small Business Lending, Mortgage Lending, Treasury Management, Risk Management, Portfolio Management
Education
Kansas State University 1975 — 1979
BS, Business/Finance
Graduate School of Banking, Boulder, Colorado 1998 — 1999
Banking, Leadership, Lending, Asset Liability Management, HR
Consumer Financial Protection Bureau October 2013 - Present
Office of the Comptroller of the Currency January 2008 - October 2013
Education
Indiana Institute of Technology 2005 — 2007
Bachelor of Science, Accounting
Zions Bancorporation June 2008 - Present
Countrywide Bank May 2006 - January 2008
1st National Bank of Arizona 2002 - 2006
Office of the Comptroller of the Currency January 1985 - January 2002
Education
Indiana State University - Scott College of Business 1983 — 1985
BS, Business Admin. & Finance
Office of the Comptroller of the Currency October 1998 - July 2008
Skills
Strategic Planning, Project Management, Risk Management, Leadership, Program Management, Budgets, Process Improvement, Microsoft Office, Change Management, Management, Human Resources, Procurement, Finance, Training, Research, Policy, Analysis, Government, Military, Data Analysis, Business Process..., Project Planning, Software Documentation, System Administration, Access, Business Analysis
Education
Ithaca College 1965 — 1969
Office of the Comptroller of the Currency June 2010 - Present
Heartland Bank and Trust Company May 2009 - June 2010
Heartland Bank and Trust Company June 2007 - May 2009
Heartland Bank and Trust Company June 2006 - June 2007
Busey Bank August 2004 - April 2006
Skills
Credit Analysis, Banking, Credit, Loans, Credit Risk, Financial Analysis, Portfolio Management, Financial Statement..., Risk Management, Financial Risk, Capital Markets
Education
Illinois State University 2004 — 2008
BS, Finance
Office of the Comptroller of the Currency July 2013 - Present
Appian Corporation June 2008 - June 2013
Skills
Software Development, Appian, Enterprise Architecture, Web Services, Requirements Analysis, Java, XML, SQL, Agile Methodologies, Databases, JavaScript, Software Consulting, Business Process..., C++
Education
Hood College 2004 — 2008
Bachelor of Science (B.S.), Computer Science
US Small Business Administration April 2011 - Present
US Small Business Administration September 2004 - April 2011
Office of the Comptroller of the Currency October 1998 - September 2004
United States Marine Corps March 1989 - December 1997
Skills
Service Desk, Management, Disaster Recovery, SharePoint, Incident Management, Cloud Computing, ITIL®: Foundation..., ITIL®: Practitioner..., Lean Six Sigma - White..., Microsoft Certified..., Supervisory Leadership..., Developing..., Analytics Boot Camp, FAC-PPM Level I..., Attended the Project..., Held Top Secret/SBI..., IT Service Management, Requirements Analysis, ITIL, Troubleshooting, Security
Education
ITT Technical Institute-Springfield 2014 — 2017
Bachelor's degree, Information Technology Project Management
ITT Technical Institute-Springfield 2014 — 2015
Associates degree, Network and System Administration/Administrator
Rincon High School-Tucson, AZ 1984 — 1988
Sterling Bank Clayton > St Charles IL office January 2014 - Present
Plante Moran PLLP May 2009 - January 2014
TASG Group LLC March 2008 - May 2009
Amcore Bank March 2003 - February 2008
First Midwest Bank, Buffalo Grove January 1996 - March 2003
First Midwest Bank October 1990 - January 1996
Harris Bank Barrington January 1986 - September 1990
Harris Bank Barrington August 1979 - January 1986
Office of the Comptroller of the Currency March 1973 - August 1979
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Financial Analysis, Banking
Education
Illinois Wesleyan University 1968 — 1972
BS, business / finance
CNLBank November 2008 - Present
BankUnited April 2008 - October 2008
Mercantile Bank March 2006 - March 2008
NC Risk Management June 2001 - February 2006
NC Ventures, Inc. June 2000 - February 2006
NationsBank NA - Bank of America May 1998 - May 2000
Barnett Bank Of South Florida May 1991 - April 1998
Barnett Banks Inc. December 1987 - May 1991
Office of the Comptroller of the Currency June 1973 - November 1987
Skills
Banking, Mortgage Lending, Credit Risk, Lines Of Credit, Commercial Lending, Consumer Lending, Credit, Small Business Lending, Loans, Portfolio Management, Investments, Credit Analysis, Financial Reporting, Financial Analysis, Underwriting, Commercial Banking, Financial Modeling, Treasury Management, Finance, Cash Management, Loan Origination, Retail Banking, Corporate Finance
Education
University of Pittsburgh 1978 — 1981
Certificate, Accounting
Grove City College 1969 — 1973
Bachelor’s Degree, Economics
Office of the Comptroller of the Currency October 2009 - Present
Office of the Comptroller of the Currency June 2004 - October 2009
Skills
Liquidity Risk, Credit Risk, Credit Analysis, Banking, Credit, Regulatory Examinations, ALLL, Stress Testing, Concentrations, Interest Rate Risk..., Bank Secrecy Act, ALM, AML, Liquidity Management
Education
Hendrix College 2000 — 2004
Accounting
Toastmasters International July 2014 - Present
Office of the Comptroller of the Currency July 2011 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International June 2012 - June 2013
Office of Thrift Supervision May 2002 - July 2012
Toastmasters International July 2011 - June 2012
Toastmasters International February 2002 - March 2012
office of thrift supervsion September 1984 - April 2002
Skills
Project Management, Risk Management, Leadership
Education
Golden Gate University 1982 — 1985
MBA, Finance
First National Bank of Pennsylvania 2010 - Present
National City Bank April 2006 - January 2010
National City Bank May 1998 - April 2006
PNC Financial Services Group November 1992 - January 1998
Office of the Comptroller of the Currency January 1987 - November 1992
Education
Indiana University - Kelley School of Business 1982 — 1986
BS, Finance
Indiana University-Southeast
MBA
Monroeville Area Chamber of Commerce December 2012 - Present
Monroeville Area Chamber of Commerce February 2005 - Present
Decorating Details, LLC September 1999 - December 2003
Office of the Comptroller of the Currency July 1979 - June 1989
Education
Indiana University of Pennsylvania 1975 — 1979
BS, Business Administration / Finance & Accounting
Office of the Comptroller of the Currency August 1992 - Present
Education
Indiana University Bloomington 1975 — 1982
PhD, Instructional Development, Housing/Comunity Development, Retails Merchandising
US Federal Government October 1999 - Present
Office of the Comptroller of the Currency October 1998 - 2012
Skills
Media Relations, Politics, Public Relations, Public Policy, Strategic Communications, Creative Problem Solving, Great Organizer
Education
Howard University
Master's degree, Communication and Media Studies
Morehouse College
Bachelor's Degree, Mass Communication/Media Studies
Office of the Comptroller of the Currency February 2013 - Present
The City of Bowie, Maryland March 2012 - March 2014
ASI Government May 2011 - February 2013
US Treasury, Office of the Comptroller of the Currency May 2011 - February 2013
WiseHealth Inc March 2008 - May 2011
Siemens January 2010 - May 2010
Affinity Network Solutions January 2004 - December 2007
Booz Allen Hamilton May 2004 - June 2007
Accenture January 2004 - May 2004
Skills
PMP, Program Management, Change Management, SDLC, SharePoint, Business Process, IT Governance, ITIL, IT Strategy, IT Management, IT Service Management, Project Delivery, Governance, Project Management, Requirements Gathering, Information Technology, Project Portfolio..., Business Process..., PMO, Management, Business Analysis, Requirements Analysis, Software Project...
Education
Salem International University
Master of Business Administration (MBA), International Business
Howard University
Strayer University (DC)
Washington Trust Bank July 2012 - Present
Coeur d'Alene Olive Oil Company March 2010 - February 2013
Sterling Savings Bank March 2007 - March 2010
Office of the Comptroller of the Currency July 2002 - March 2007
Bank of America March 1998 - July 2002
Skills
Commercial Lending, Credit Risk, Risk Assessment, Credit Analysis, Credit, Banking
Education
Washington State University - College of Business and Economics 2000 — 2002
Finance and Marketing
Gonzaga University
Masters, in progress, Business Administration
Bank of America Home Loans August 2003 - Present
First Capital Bank October 2002 - August 2003
Commonwealth Bank & Trust Co. April 1993 - August 1995
Office of the Comptroller of the Currency October 1984 - June 1992
Skills
Mortgage Banking, FHA financing, Mortgage Lending, Customer Service, Loan Origination, REO, Refinance, Credit, FHA, Loans
Education
Indiana University - Kelley School of Business 1981 — 1983
B.S., Finance
Eastern Illinois University 1979 — 1980
Office of the Comptroller of the Currency June 2010 - Present
Education
Kansas State University
Bachelor of Business Administration (BBA), Banking and Financial Support Services
University of Hertfordshire
International Finance
New York City Health and Hospital Corporation July 2008 - Present
HHC - New York City July 2008 - Present
Design2Launch / Kodak 2008 - 2008
Office of the Comptroller of the Currency 2006 - 2007
Akin Gump Strauss Hauer & Feld LLP 2005 - 2006
Friedman Williams Group 2005 - 2006
Del Laboratories 2005 - 2005
Bivona & Cohen, P.C 2000 - 2003
Education
Hofstra University
BBA
EasyLink Services - now a part of OpenText January 2013 - Present
XERIOM TECHNOLOGY September 2012 - Present
Georgia-Pacific LLC June 2012 - October 2012
Georgia State University September 2010 - May 2012
Georgia-Pacific LLC January 2010 - June 2010
Imerys June 2006 - September 2009
Office of the Comptroller of the Currency 2007 - 2009
INNOLOG 2002 - 2005
Skills
Change Management, Process Improvement, Business Analysis, Team Building, Teamwork, Telephone, Information Technology, Help Desk Support, Projects, Administrative Work, Coaching, Job Descriptions, Expenses, ERP, Microsoft Word, Microsoft Excel, ADP E-Time, ADP Payroll, Accounts Payable, Visio, Virtual Machines, VMware, PeopleSoft, Purchase Orders, Project Coordination, Remote Desktop, Cisco VPN, Tape Backup, Networking, Management
Education
ITT Technical Institute-Duluth 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology, 3.73
ITT Technical Institute-Duluth
Associate of Science (A.S.), Computer Network Systems, 3.73
Office of the Comptroller of the Currency June 1973 - February 2008
Education
Golden Gate University 1972 — 1977
MBA, Management & Banking
Texas Tech University - Rawls College of Business 1967 — 1971
BBA (Bachelor of Business Administration), Economics, Finance, & AFROTC
TD March 2015 - Present
BMO Harris Bank April 2010 - March 2015
Harris N.A. July 2008 - April 2010
Midwest Bank & Trust January 2005 - July 2008
Office of the Comptroller of the Currency September 2000 - January 2005
Fifth Third Bank (formely Civitas Bank) October 1998 - September 2000
Mercantile National Bank 1984 - 1998
Skills
Credit, Commercial Lending, Commercial Banking, Portfolio Management, Credit Risk, Financial Analysis, Underwriting, Financial Risk, Relationship Management, Business Development, CRM, Leadership, Management, Analysis, Sales, Asset Based Lending, Cash Flow, Commercial Real Estate, Negotiation, Small Business Lending, Credit Analysis, Marketing, Mortgage Lending, Loans, Cash Management, Corporate Finance, Banking, Compliance, Finance, Treasury Management, Loan Origination
Education
Purdue University 2000 — 2004
MBA
Indiana University-Northwest
BS, Business & Accounting
Federal Reserve Bank of San Francisco July 2010 - Present
Operation HOPE 2004 - 2010
Merrill Lynch September 2007 - June 2008
First Republic Bank August 2004 - September 2007
Providian Bancorp Services June 2000 - August 2004
Sumitomo Bank of California 1996 - 1998
Bank of California 1995 - 1995
Office of the Comptroller of the Currency 1973 - 1981
Skills
Risk Management, AML, Credit, Banking, OFAC, Operational Risk, Financial Risk, Operational Risk..., Fairs, Securities, Financial Regulation, Financial Services, Financial Institutions, Bank Secrecy Act, Fraud, Due Diligence, Anti Money Laundering, Banking Law, Enterprise Risk..., KYC
Education
Holy Names University 1968 — 1969
Holy Names High School 1966 — 1968
Office of the Comptroller of the Currency May 2013 - Present
Office of the Comptroller of the Currency July 2011 - May 2013
Office of the Comptroller of the Currency June 2006 - July 2011
Skills
Bank Secrecy Act, Banking, Credit, Credit Analysis, Financial Analysis, Credit Risk, Leadership, Risk Management, Program Management, Commercial Banking, Loans, Mortgage Lending, Finance
Education
The University of Texas at El Paso 2004 — 2006
MBA, Finance
James Madison University 1999 — 2003
BBA, International Business
Federal Deposit Insurance Corporation (FDIC) April 2015 - Present
Office of the Comptroller of the Currency November 2012 - April 2015
Office of the Comptroller of the Currency April 2009 - November 2012
Office of the Comptroller of the Currency January 2006 - April 2009
World Bank 2005 - 2006
Rutgers Business School September 1997 - December 2005
Robert H. Smith School of Business September 2002 - August 2003
Skills
Capital Markets, Economics, Derivatives, Stress Testing, Finance, Equity Derivatives, Financial Risk, Market Risk, Quantitative Analytics, Interest Rate Risk..., Risk Management, Counterparty Risk, Financial Regulation, Trading, Valuation, Credit Derivatives, Banking, Interest Rate..., Options, Risk Modeling, VAR, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1997
Ph. D., Finance
University of Maryland - Robert H. Smith School of Business 1990 — 1992
M.S., Finance
Indian Institute of Technology, Delhi 1986 — 1990
B.S.
Plante Moran PLLC March 2009 - Present
TASG Group LLC March 2008 - March 2009
AMCORE Bank 2003 - 2007
First Midwest Bank Buffalo Grove 1996 - 2003
First Midwest Bank 1990 - 1995
Harris Bank Barrington 1985 - 1990
First National Bank of Barrington, IL August 1979 - August 1985
Office of the Comptroller of the Currency March 1973 - August 1979
Education
Illinois Wesleyan University
B.S.
Timothy T. Jetter, Consultant October 2011 - Present
Alvarez & Marsal October 2011 - November 2011
Office of the Comptroller of the Currency July 1975 - January 2011
Skills
Banking, Credit Analysis, Capital Markets, Bank Secrecy Act, AML, Financial Risk, Credit, Credit Risk, Liquidity Risk, Operational Risk, Loans, Financial Institutions
Education
University of Denver College of Law 1980 — 1984
Juris Doctor, Law
University of Colorado at Boulder - Leeds School of Business 1973 — 1974
MBA, Finance
Hastings College 1969 — 1973
BBA, Business
Office of the Massachusetts State Treasurer October 2013 - August 2014
Massachusetts House Committee on Ways and Means December 2011 - October 2013
Brown Brothers Harriman February 2011 - August 2011
Whitfield and Associates March 2010 - October 2010
Office of the Comptroller of the Currency June 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Research, Microsoft Office, SPSS, Public Speaking, Data Analysis, Financial Analysis, Spanish, Outlook, Customer Service, Finance, Teamwork, Social Media, Analysis, Access, Photoshop, Event Planning, Financial Modeling, Time Management, Editing
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Policy (MPP), Social and Urban Policy
Northeastern University 2007 — 2011
Bachelor of Science in International Business, Concentration in Finance; Minor in International Affairs, 3.78
Office of the Comptroller of the Currency June 2013 - Present
JP Morgan Chase 2008 - 2013
Circuit City November 1998 - November 2008
Skills
Credit, Credit Analysis, Loans, Banking, Financial Analysis, Credit Risk, Portfolio Management, Commercial Banking, Finance, Commercial Lending, Risk Management, Financial Risk, Capital Markets
Education
Indiana University-Southeast
Certificate, Accounting
Indiana University-Southeast
Bachelors, Finance
John Deere Financial May 2015 - Present
John Deere Financial June 2014 - May 2015
John Deere Financial August 2011 - June 2014
McGladrey April 2010 - August 2011
Office of the Comptroller of the Currency January 2007 - April 2010
Skills
Credit, Loans, Credit Analysis
Education
Iowa State University 2002 — 2006
BS, Finance and Marketing
Office of the Comptroller of the Currency October 2007 - Present
Skills
Program Management, Administration, Outlook, Excel, Microsoft Office, PowerPoint, Quickbooks, Word, Customer Relations, Accounting, Scheduling, Payroll, Banking, Problem Solving, Customer Service, Requirements Analysis, Research, Lotus Notes, Documentation, Event Planning, Budgeting, Teamwork, Inventory Management, Policy, Hiring, Financial Reporting, Database Administration, Writing, Event Management, Contract Management, Fundraising, Records Management, Financial Analysis, Retail, Access, Legal Research
Education
The George Washington University 1988 — 1993
Bachelor's, Paralegal Studies
Howard University 1986 — 1988
Assoc., Business Administration
Office of the Comptroller of the Currency June 2015 - Present
Papa Murphy's International January 2014 - May 2015
UniGroup, Inc May 2010 - September 2014
Illinois State University Campus Dining December 2011 - December 2012
Skills
Transportation, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Access
Education
Southern Illinois University, Edwardsville 2014 — 2015
Accounting
Illinois State University 2009 — 2014
Accounting
Wells Fargo Bank February 2005 - Present
Office of the Comptroller of the Currency July 1998 - February 2005
Pinnacle Bancorp July 1996 - July 1998
Office of the Comptroller of the Currency June 1987 - July 1996
Skills
Banking, Enterprise Risk..., Credit Risk, Operational Risk, Regulatory Requirements, Credit Analysis, Financial Institutions, Structured Finance, Securities, Retail Banking, Consumer Lending, Investment Banking, Valuation, Alternative Investments, Leasing, Asset Backed Lending, Credit Underwriting, Project Management, Compliance, Financial Services, Due Diligence, Credit, Management, Portfolio Management, Risk Management, Leadership
Education
Hastings College 1983 — 1987
Bachelor of Arts (BA), Business Administration - Finance, Economics
Loveland High School
Loveland High School
Loveland High School
Principal Global Investors May 2013 - Present
Principal Global Investors, LLC February 2010 - May 2013
Principal Global Investors September 2004 - February 2010
Principal Capital Income Investors LLC December 2000 - September 2004
EFCO April 1987 - December 2000
Banks of Iowa, Inc October 1980 - April 1987
Deloitte October 1977 - October 1980
Office of the Comptroller of the Currency July 1975 - October 1977
Education
Iowa State University 1971 — 1975
Bachelor of Science (BS), Industrial Administration
Deloitte & Touche LLP February 2008 - Present
Citigroup Inc. October 2003 - December 2007
Deloitte & Touche LLP October 1986 - October 2003
Office of the Comptroller of the Currency June 1969 - October 1986
Skills
Banking, Bank Regulation, Compliance, Corporate Governance, Risk Management, Governance, Due Diligence, Business Process..., Strategy, Enterprise Risk..., Mergers & Acquisitions, Management, Management Consulting
Education
Harvard University 1985 — 1986
Master's degree, Public Administration
Belmont Abbey College 1965 — 1969
BA, Economics
Office of the Comptroller of the Currency January 2012 - Present
Boone Bank & Trust Co. January 2007 - May 2011
Skills
Interest Rate Risk..., Banking, Financial Analysis, Financial Regulation, Financial Statement..., Liquidity, Portfolio Management, Liquidity Risk, Liquidity Management, Risk Management
Education
Iowa State University - College of Business
Bachelor of Science (B.S.), Finance
INTRUST Bank June 1998 - Present
American Bank, Wichita, KS March 1995 - June 1998
Office of the Comptroller of the Currency February 1987 - March 1998
Skills
Banking, Risk Management, Financial Analysis, Financial Services, Customer Service, Finance, Portfolio Management, Leadership, Investments, Loans
Education
Kansas State University 1982 — 1986
Business Administration, Finance
GSU January 2015 - Present
The William Breman Jewish Home October 2014 - Present
Comfort Keepers November 2014 - May 2015
Sterling Estates Senior Living Community March 2014 - October 2014
Office of the Comptroller of the Currency January 2010 - November 2013
Samantha D. Malloy, P.A. January 2009 - May 2009
Palm Beach Community College August 2008 - May 2009
Ameriprise Financial Services, Inc. September 2003 - June 2007
Ackerman, Link & Sartory, P.A. September 2002 - July 2003
Weitz Golf International June 2002 - July 2002
Skills
Banking, Credit Analysis, Risk Management, Financial Analysis, Compliance, AML, Asset Management, Asset Allocation, Healthcare, Gerontology, Geriatric Nursing, Investments, Anti Money Laundering
Education
Georgia State University
Master's Degree
Alliant-Georgia Medical Care Foundation
CMA
ACI
CNA-State of GA
American Red Cross-certified
BLS/CPR
Palm Beach Atlantic University
Bachelor of Science (BS)
Office of the Comptroller of the Currency July 2011 - Present
Office of Thrift Supervision May 2002 - July 2011
Office of Thrift Supervision October 1990 - May 2002
Skills
Enterprise Risk..., Regulatory Requirements, Banking, Public Speaking, Report Writing, Compliance, AML
Education
University of Colorado at Boulder 1983 — 1984
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1979 — 1983
Bachelor's degree, Finance, General