Orix Financial Services
Industry: Company
DescriptionFounded: 1963 Parent organization: Orix USA Subsidiaries: Orix Credit Alliance Receivables 2000 B Corp,
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Orix Financial Services Employees
Employee
Years
Job
Industry
Bill Roden Bill Roden's Orix Financial Services Experience 2006 - 2006
Job VP Major Accounts at Equify Auctions, LLC
Industry Machinery
Experience
Equify Auctions, LLC January 2012 - Present
IronPlanet October 2009 - January 2012
Equipment Capital, LLC August 2005 - October 2009
Metric Financial 2007 - 2009
MeriCap Credit 2008 - 2008
Equilease Financial Services 2006 - 2008
Orix Financial Services 2006 - 2006
CIT 2003 - 2005
Oil Creek Energy, Inc. October 2001 - June 2003
CitiCapital 2000 - 2001
Skills
Business Development, Finance, Sales, Management, Credit, Sales Management, Business Planning, Pricing, Leadership, Executive Management, Banking, Loans, Negotiation, Strategic Planning, Construction, Marketing, Financial Services, Transportation, Portfolio Management, Underwriting, Contract Negotiation, Selling, Business Strategy, Forecasting, Team Building, Material Handling, Waste, Mining
Education
International Society of Business Appraisers
NEBB Institute
Master Certified Machinery & Equipment Appraiser (MCMEA) and Certified Equipment Broker (CEB)
University of Pittsburgh
Equify Auctions, LLC January 2012 - Present
IronPlanet October 2009 - January 2012
Equipment Capital, LLC August 2005 - October 2009
Metric Financial 2007 - 2009
MeriCap Credit 2008 - 2008
Equilease Financial Services 2006 - 2008
Orix Financial Services 2006 - 2006
CIT 2003 - 2005
Oil Creek Energy, Inc. October 2001 - June 2003
CitiCapital 2000 - 2001
Skills
Business Development, Finance, Sales, Management, Credit, Sales Management, Business Planning, Pricing, Leadership, Executive Management, Banking, Loans, Negotiation, Strategic Planning, Construction, Marketing, Financial Services, Transportation, Portfolio Management, Underwriting, Contract Negotiation, Selling, Business Strategy, Forecasting, Team Building, Material Handling, Waste, Mining
Education
International Society of Business Appraisers
NEBB Institute
Master Certified Machinery & Equipment Appraiser (MCMEA) and Certified Equipment Broker (CEB)
University of Pittsburgh
Robert Spoczynski Robert Spoczynski's Orix Financial Services Experience 1987 - 1997
Job Director of Credit & Collections at AT&T Capital Services, Inc.
Industry Financial Services
Experience
AT&T February 1997 - Present
Coldwell Banker Honig-Bell May 2014 - Present
DecreaseMyPropertyTaxes.com January 2010 - Present
ORIX 1987 - 1997
ORIX Financial Services 1987 - 1997
Skills
Public Speaking, Strategic Planning, Finance, Financial Analysis, Customer Service, Acting, Accounts Receivable, Microsoft Excel, Outlook, Negotiation, Entertainment, Microsoft Word, PowerPoint, Sales Management, Microsoft Office, Project Management, Contract Negotiation, Film, Real Estate, Credit, Analysis, Portfolio Management, Accounting, Credit Analysis, Management
Education
Northern Illinois University 1999 — 2003
MBA, Finance
Northern Illinois University 1983 — 1987
B.S., Finance, Minor: Economics
Fenton High School 1979 — 1983
General Studies
AT&T February 1997 - Present
Coldwell Banker Honig-Bell May 2014 - Present
DecreaseMyPropertyTaxes.com January 2010 - Present
ORIX 1987 - 1997
ORIX Financial Services 1987 - 1997
Skills
Public Speaking, Strategic Planning, Finance, Financial Analysis, Customer Service, Acting, Accounts Receivable, Microsoft Excel, Outlook, Negotiation, Entertainment, Microsoft Word, PowerPoint, Sales Management, Microsoft Office, Project Management, Contract Negotiation, Film, Real Estate, Credit, Analysis, Portfolio Management, Accounting, Credit Analysis, Management
Education
Northern Illinois University 1999 — 2003
MBA, Finance
Northern Illinois University 1983 — 1987
B.S., Finance, Minor: Economics
Fenton High School 1979 — 1983
General Studies
Denise L. Rowe Denise L. Rowe's Orix Financial Services Experience April 2000 - May 2001
Job Assistant Controller at ShaleInland
Industry Machinery
Experience
Midland Stamping & Fabricating September 2012 - Present
HPBFL January 2012 - Present
Delta S.C. 2009 - 2011
Thermadyne 2007 - 2009
Siding -1 WIndows -1 / Cobblestone Development June 2001 - June 2006
Orix Financial Services April 2000 - May 2001
Avis Rental Systems August 1998 - March 2000
Skills
Account Reconciliation, Budgets, Microsoft Excel, Accounts Payable, Event Planning, Forecasting, Financial Analysis, Management, Analysis, Team Building, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Access
Education
National-Louis University 2005 — 2009
Bachelor of Arts (B.A.), English Literature/Communications
Northeastern Illinois University 2002 — 2004
Associate of Science (A.S.), Behavioral Sciences
Midland Stamping & Fabricating September 2012 - Present
HPBFL January 2012 - Present
Delta S.C. 2009 - 2011
Thermadyne 2007 - 2009
Siding -1 WIndows -1 / Cobblestone Development June 2001 - June 2006
Orix Financial Services April 2000 - May 2001
Avis Rental Systems August 1998 - March 2000
Skills
Account Reconciliation, Budgets, Microsoft Excel, Accounts Payable, Event Planning, Forecasting, Financial Analysis, Management, Analysis, Team Building, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Access
Education
National-Louis University 2005 — 2009
Bachelor of Arts (B.A.), English Literature/Communications
Northeastern Illinois University 2002 — 2004
Associate of Science (A.S.), Behavioral Sciences
Fritz Brown Fritz Brown's Orix Financial Services Experience July 2001 - June 2006
Job Retired
Industry Financial Services
Experience
Retired September 2013 - Present
Caterpillar Financial Services, Nashville, TN August 2011 - August 2013
FCC Equipment Financing, a Caterpillar Company July 2006 - July 2011
ORIX Financial Services July 2001 - June 2006
The CIT Group/Equipment Financing March 1990 - July 2001
Westinghoust Credit Corporation June 1980 - February 1990
Chrysler Credit Corporation September 1972 - May 1980
United States Marine Corps January 1967 - December 1968
Skills
Credit Analysis, Credit, Credit Risk, Commercial Lending, Financial Statement..., Loans, Portfolio Management, Underwriting, Financial Analysis, Syndications, Structured Finance, Financial Risk, Banking, Finance, Risk Management, Valuation, Asset Managment, Due Diligence, Commercial Banking, Capital Markets, Financial Modeling, Corporate Finance, Asset Based Lending, Loan Origination, Strategic Financial..., Trade Finance, Project Finance, Small Business Lending, Executive Management, Financial Structuring, Process Improvement, Restructuring, Internal Audit, Analysis, Lines Of Credit, Cash Management, Business Planning, Asset Management, Financial Services, Relationship Management, Cash Flow, Consumer Lending, Private Equity, Factoring, Investments, Business Analysis, Funding, Financial Reporting, Mortgage Lending, Treasury Management
Education
Caterpillar Financial Services 2006 — 2013
Eighty-Nine (89) individual training courses including, Instructor-led and web based courses
Caterpillar Financial Services 2008 — 2008
Certified Green Belt
Caterpillar Financial Services 2007 — 2007
Credit Risk Certification, Moody's Investor Services Commercial Lending Training Program
Caterpillar Financial Services 2006 — 2006
Moody’s Financial Analyst training, Nashville, TN
ExecuTrain 1993 — 2006
Seven individual Computer Training Courses, Microsoft Access, Excel, Windows, Quattro Pro Graphics & Visio 2003
The CIT Group 1992 — 1994
Quality Leadership Program (QLP), QLP Moderator Training Program, Quality Service Award 1993 and Team of the Year 1994
Mortgage Bankers Association of America 1985 — 1986
21 credits completed toward, Certified Mortgage Banker degree
New York University 1985 — 1986
Commercial Real Estate Construction Methods, Materials & Management
University of Pittsburgh 1969 — 1972
BA, Economics
Retired September 2013 - Present
Caterpillar Financial Services, Nashville, TN August 2011 - August 2013
FCC Equipment Financing, a Caterpillar Company July 2006 - July 2011
ORIX Financial Services July 2001 - June 2006
The CIT Group/Equipment Financing March 1990 - July 2001
Westinghoust Credit Corporation June 1980 - February 1990
Chrysler Credit Corporation September 1972 - May 1980
United States Marine Corps January 1967 - December 1968
Skills
Credit Analysis, Credit, Credit Risk, Commercial Lending, Financial Statement..., Loans, Portfolio Management, Underwriting, Financial Analysis, Syndications, Structured Finance, Financial Risk, Banking, Finance, Risk Management, Valuation, Asset Managment, Due Diligence, Commercial Banking, Capital Markets, Financial Modeling, Corporate Finance, Asset Based Lending, Loan Origination, Strategic Financial..., Trade Finance, Project Finance, Small Business Lending, Executive Management, Financial Structuring, Process Improvement, Restructuring, Internal Audit, Analysis, Lines Of Credit, Cash Management, Business Planning, Asset Management, Financial Services, Relationship Management, Cash Flow, Consumer Lending, Private Equity, Factoring, Investments, Business Analysis, Funding, Financial Reporting, Mortgage Lending, Treasury Management
Education
Caterpillar Financial Services 2006 — 2013
Eighty-Nine (89) individual training courses including, Instructor-led and web based courses
Caterpillar Financial Services 2008 — 2008
Certified Green Belt
Caterpillar Financial Services 2007 — 2007
Credit Risk Certification, Moody's Investor Services Commercial Lending Training Program
Caterpillar Financial Services 2006 — 2006
Moody’s Financial Analyst training, Nashville, TN
ExecuTrain 1993 — 2006
Seven individual Computer Training Courses, Microsoft Access, Excel, Windows, Quattro Pro Graphics & Visio 2003
The CIT Group 1992 — 1994
Quality Leadership Program (QLP), QLP Moderator Training Program, Quality Service Award 1993 and Team of the Year 1994
Mortgage Bankers Association of America 1985 — 1986
21 credits completed toward, Certified Mortgage Banker degree
New York University 1985 — 1986
Commercial Real Estate Construction Methods, Materials & Management
University of Pittsburgh 1969 — 1972
BA, Economics
Thomas Dawson Thomas Dawson's Orix Financial Services Experience August 2001 - January 2003
Job Client Delivery Executive
Industry Financial Services
Experience
D+H September 2013 - Present
SunGard March 2010 - August 2013
CoreCard Software, Inc. June 2009 - February 2010
Accenture May 2007 - February 2009
International Decision Systems January 2003 - March 2007
Orix Financial Services August 2001 - January 2003
The Associates September 1990 - August 2001
Skills
Operations Management, Equipment Finance, Management Consulting, Strategic Planning, Pragmatic Marketing, Product Management, Product Marketing, Software Project..., Financial Systems..., VisionPLUS, InfoLease, Rapport, Ambit Asset Finance, Marketing, Project Management, Finance, Management, Process Improvement, Cross-functional Team..., Strategy, Start-ups, Change Management, CRM, Business Process, Program Management, Team Leadership, Professional Services, Team Management, Financial Services, Business Process..., IT Strategy, Leadership, SaaS, Consulting, Business Development, ERP, Business Transformation, Team Building, Project Planning, Lead Generation, Business Intelligence, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Outsourcing, Project Portfolio..., Requirements Gathering, Executive Management, PMO
Education
Upper Iowa University 1973 — 1974
BA, Education
Parsons College 1970 — 1973
Theatre, Education
University of Illinois at Chicago 1971 — 1972
Theatre, Education
D+H September 2013 - Present
SunGard March 2010 - August 2013
CoreCard Software, Inc. June 2009 - February 2010
Accenture May 2007 - February 2009
International Decision Systems January 2003 - March 2007
Orix Financial Services August 2001 - January 2003
The Associates September 1990 - August 2001
Skills
Operations Management, Equipment Finance, Management Consulting, Strategic Planning, Pragmatic Marketing, Product Management, Product Marketing, Software Project..., Financial Systems..., VisionPLUS, InfoLease, Rapport, Ambit Asset Finance, Marketing, Project Management, Finance, Management, Process Improvement, Cross-functional Team..., Strategy, Start-ups, Change Management, CRM, Business Process, Program Management, Team Leadership, Professional Services, Team Management, Financial Services, Business Process..., IT Strategy, Leadership, SaaS, Consulting, Business Development, ERP, Business Transformation, Team Building, Project Planning, Lead Generation, Business Intelligence, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Outsourcing, Project Portfolio..., Requirements Gathering, Executive Management, PMO
Education
Upper Iowa University 1973 — 1974
BA, Education
Parsons College 1970 — 1973
Theatre, Education
University of Illinois at Chicago 1971 — 1972
Theatre, Education
David Roeder's Orix Financial Services Experience 2001 - 2004
Job Senior Vice President, Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Sterling National Bank March 2015 - Present
Green Campus Partners, LLC December 2009 - February 2015
Banc of America Leasing & Capital, LLC June 2006 - November 2009
ORIX Financial Services 2001 - 2004
Transamerica Financial Services 1999 - 2001
Sanwa Business Credit Corp. 1991 - 1999
Heller Financial 1996 - 1997
Education
DePaul University 1989 — 1990
MBA, Finance
Mississippi State University - College of Business and Industry 1984 — 1988
BA, Finance
Randall Oldham Randall Oldham's Orix Financial Services Experience 2003 - 2004
Job Managing Director at Westminster Financial Co.
Industry Banking
Experience
CSG Investments, an affiliate of Beal Bank 2004 - 2007
Orix Financial Services 2003 - 2004
GMAC Commercial Finance 2001 - 2003
Peoples Capital 2000 - 2001
Bombardier Capital 1998 - 2000
Westminster Financial Co. 1985 - 1995
Fleet Credit Corporation 1980 - 1984
Skills
Power Generation, Transportation, Structured Finance, Structuring, Debt, Asset Based Lending, Credit Analysis, Loans, Portfolio Management, Credit Risk, Banking, Project Finance, Risk Analysis, Commercial Lending, Real Estate, New Business Development, Negotiation, Origination, Trading, Investments, Financial Structuring, Loan Origination, Underwriting, Mergers & Acquisitions, Finance, Credit, Investment Banking, Business Development, Commercial Real Estate
Education
Stephen F. Austin State University
BBA, Marketing
CSG Investments, an affiliate of Beal Bank 2004 - 2007
Orix Financial Services 2003 - 2004
GMAC Commercial Finance 2001 - 2003
Peoples Capital 2000 - 2001
Bombardier Capital 1998 - 2000
Westminster Financial Co. 1985 - 1995
Fleet Credit Corporation 1980 - 1984
Skills
Power Generation, Transportation, Structured Finance, Structuring, Debt, Asset Based Lending, Credit Analysis, Loans, Portfolio Management, Credit Risk, Banking, Project Finance, Risk Analysis, Commercial Lending, Real Estate, New Business Development, Negotiation, Origination, Trading, Investments, Financial Structuring, Loan Origination, Underwriting, Mergers & Acquisitions, Finance, Credit, Investment Banking, Business Development, Commercial Real Estate
Education
Stephen F. Austin State University
BBA, Marketing
Michael Staruch, CFA Michael Staruch, CFA's Orix Financial Services Experience May 2005 - July 2005
Job Bank Examiner at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta January 2012 - Present
Comptroller of the Currency June 2006 - January 2012
ORIX Financial Services May 2005 - July 2005
Skills
Banking, Interest Rate Risk..., Capital Markets, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Credit, Risk Management, Liquidity Risk, ALM, Portfolio Management, Liquidity Events
Education
The University of Georgia 2002 — 2006
BS, Finance
Federal Reserve Bank of Atlanta January 2012 - Present
Comptroller of the Currency June 2006 - January 2012
ORIX Financial Services May 2005 - July 2005
Skills
Banking, Interest Rate Risk..., Capital Markets, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Credit, Risk Management, Liquidity Risk, ALM, Portfolio Management, Liquidity Events
Education
The University of Georgia 2002 — 2006
BS, Finance
Kym Edwards Kym Edwards's Orix Financial Services Experience November 2006 - September 2007
Job Founder & CEO of Briella's Boutique LLC
Industry Apparel & Fashion
Experience
Trainer January 2015 - Present
Briella's Boutique LLC May 2014 - Present
Frederick J Hanna & Associates, P.C. November 2012 - May 2014
Gerald E. Moore & Associates, P.C. January 2010 - May 2012
Mann Bracken LLP October 2007 - December 2009
ORIX Financial Services November 2006 - September 2007
JPMorgan Chase March 2003 - October 2006
JPMorgan Chase December 2001 - February 2003
Chase November 1999 - December 2001
Education
Hofstra University
Paralegal Studies
Trainer January 2015 - Present
Briella's Boutique LLC May 2014 - Present
Frederick J Hanna & Associates, P.C. November 2012 - May 2014
Gerald E. Moore & Associates, P.C. January 2010 - May 2012
Mann Bracken LLP October 2007 - December 2009
ORIX Financial Services November 2006 - September 2007
JPMorgan Chase March 2003 - October 2006
JPMorgan Chase December 2001 - February 2003
Chase November 1999 - December 2001
Education
Hofstra University
Paralegal Studies
Tawanna Butler's Orix Financial Services Experience October 2000 - July 2002
Job Marketing and Promotions Professional w/ EXPERT Customer Service Skills
Industry Marketing and Advertising
Experience
Radio One, Inc. November 2010 - May 2014
Radio One, Inc June 2005 - June 2009
Capital Home Mortgage January 2003 - May 2005
Orix Financial Services October 2000 - July 2002
US Army 1989 - 1993
Skills
Marketing, Social Networking, Social Media Marketing, Event Planning, Public Relations, Sales, Press Releases, Marketing Strategy, Fundraising, Facebook, Entertainment, Blogging, Advertising, Customer Service, Management, Leadership, Team Building, Social Media, Marketing Communications, Direct Marketing, Microsoft Word, Digital Media
Education
School of Life 2011 — 2015
LIfe, LIfe
Central High School Pageland SC 1984 — 1988
High School, General Studies, 3.5
ICDC College
Associate's degree, Substance Abuse/Addiction Counseling
Radio One, Inc. November 2010 - May 2014
Radio One, Inc June 2005 - June 2009
Capital Home Mortgage January 2003 - May 2005
Orix Financial Services October 2000 - July 2002
US Army 1989 - 1993
Skills
Marketing, Social Networking, Social Media Marketing, Event Planning, Public Relations, Sales, Press Releases, Marketing Strategy, Fundraising, Facebook, Entertainment, Blogging, Advertising, Customer Service, Management, Leadership, Team Building, Social Media, Marketing Communications, Direct Marketing, Microsoft Word, Digital Media
Education
School of Life 2011 — 2015
LIfe, LIfe
Central High School Pageland SC 1984 — 1988
High School, General Studies, 3.5
ICDC College
Associate's degree, Substance Abuse/Addiction Counseling
Carol Wexelman Micalizzi Carol Wexelman Micalizzi's Orix Financial Services Experience September 1986 - June 2002
Job Accounting Manager at AFTRA Health and Retirement Funds
Industry Accounting
Experience
AFTRA Health and Retirement Funds August 2006 - June 2015
Elderplan, Inc. February 2005 - April 2006
Deutsch Advertising February 2004 - February 2005
Lexent September 2002 - October 2003
ORIX Financial Services September 1986 - June 2002
Skills
Accounting, Financial Reporting, Excel, Analysis, Investments, Account Reconciliation, Journal Entries, Budgeting, Microsoft Excel, Financial Accounting, Auditing, Financial Analysis, Budgets, General Ledger, Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Bank Reconciliation, Cash Management, Financial Statements, GAAP, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Variance Analysis, Tax, Accruals, Consolidation, Payroll, QuickBooks
Education
City University of New York-Brooklyn College 1978 — 1982
Bachelor of Science (BS), Accounting, 3.4
Midwood High School 1975 — 1978
Ditmas Junior High School 1972 — 1975
AFTRA Health and Retirement Funds August 2006 - June 2015
Elderplan, Inc. February 2005 - April 2006
Deutsch Advertising February 2004 - February 2005
Lexent September 2002 - October 2003
ORIX Financial Services September 1986 - June 2002
Skills
Accounting, Financial Reporting, Excel, Analysis, Investments, Account Reconciliation, Journal Entries, Budgeting, Microsoft Excel, Financial Accounting, Auditing, Financial Analysis, Budgets, General Ledger, Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Mergers & Acquisitions, Credit, Finance, Bank Reconciliation, Cash Management, Financial Statements, GAAP, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Variance Analysis, Tax, Accruals, Consolidation, Payroll, QuickBooks
Education
City University of New York-Brooklyn College 1978 — 1982
Bachelor of Science (BS), Accounting, 3.4
Midwood High School 1975 — 1978
Ditmas Junior High School 1972 — 1975
Lou Maslowe Lou Maslowe's Orix Financial Services Experience 2001 - 2003
Job SVP, Chief Risk Officer Americas Region
Industry Banking
Experience
DLL January 2005 - Present
Hewlett-Packard Financial Services 2003 - 2005
ORIX Financial Services 2001 - 2003
HSBC Business Credit 1991 - 2001
Westingouse Credit Corporation 1986 - 1989
Skills
Credit Analysis, Asset Based Lending, Credit Risk, Credit, Banking, Commercial Lending, Loans, Structured Finance, Portfolio Management, Financial Analysis, Underwriting, Enterprise Risk..., Commercial Finance, Strategic Financial..., Commercial Banking, Corporate Finance, Finance, Basel II, Investment Banking, Mergers & Acquisitions, Lines Of Credit, Syndications, Executive Management, Asset Managment, Financial Services, Relationship Management, Financial Risk, Loan Origination, Financial Modeling, Cash Management, Small Business Lending, Project Finance, Valuation, Trade Finance, Risk Management, Operational Risk..., Factoring, ABS, Restructuring, Funding, Credit Scoring, Due Diligence, Operational Risk, Financial Structuring, Debt Restructuring, Investments, Treasury Management, Capital Markets
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, Marketing and Finance
Bloomsburg University of Pennsylvania 1980 — 1984
BSBA, Finance
DLL January 2005 - Present
Hewlett-Packard Financial Services 2003 - 2005
ORIX Financial Services 2001 - 2003
HSBC Business Credit 1991 - 2001
Westingouse Credit Corporation 1986 - 1989
Skills
Credit Analysis, Asset Based Lending, Credit Risk, Credit, Banking, Commercial Lending, Loans, Structured Finance, Portfolio Management, Financial Analysis, Underwriting, Enterprise Risk..., Commercial Finance, Strategic Financial..., Commercial Banking, Corporate Finance, Finance, Basel II, Investment Banking, Mergers & Acquisitions, Lines Of Credit, Syndications, Executive Management, Asset Managment, Financial Services, Relationship Management, Financial Risk, Loan Origination, Financial Modeling, Cash Management, Small Business Lending, Project Finance, Valuation, Trade Finance, Risk Management, Operational Risk..., Factoring, ABS, Restructuring, Funding, Credit Scoring, Due Diligence, Operational Risk, Financial Structuring, Debt Restructuring, Investments, Treasury Management, Capital Markets
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA, Marketing and Finance
Bloomsburg University of Pennsylvania 1980 — 1984
BSBA, Finance
Renee Rogers's Orix Financial Services Experience 1996 - 2002
Job Finance Manager at Brainlab
Industry Financial Services
Experience
Brainlab November 2012 - Present
Macquarie Group March 2010 - December 2012
Relational Technology Solutions 2002 - March 2010
ORIX Financial Services 1996 - 2002
Skills
Financial Analysis, Finance, Credit Analysis, Credit, Portfolio Management, Marketing, Management, Leasing, Negotiation, Pricing Strategy, Accounting, Commercial Leasing, Leadership, Risk Management, Operations Management, Salesforce.com, Collections, Asset Management
Education
DePaul University
BA, Finance/Accounting
Brainlab November 2012 - Present
Macquarie Group March 2010 - December 2012
Relational Technology Solutions 2002 - March 2010
ORIX Financial Services 1996 - 2002
Skills
Financial Analysis, Finance, Credit Analysis, Credit, Portfolio Management, Marketing, Management, Leasing, Negotiation, Pricing Strategy, Accounting, Commercial Leasing, Leadership, Risk Management, Operations Management, Salesforce.com, Collections, Asset Management
Education
DePaul University
BA, Finance/Accounting
Katherine (Kate) Rawlings, CPA Katherine (Kate) Rawlings, CPA's Orix Financial Services Experience 2002 - 2004
Job Controller at Medical Doctor Associates
Industry Accounting
Experience
Medical Doctor Associates January 2008 - Present
SouthStar Funding LLC October 2004 - April 2007
ORIX Financial Services 2002 - 2004
Bank of America 1995 - 2002
The Associates 1994 - 1995
First Family Financial Services 1986 - 1994
Macy's 1982 - 1985
Ernst & Whinney 1980 - 1982
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Auditing, Managerial Finance, Accounts Payable, Budgets, Finance, General Ledger, Banking, Sarbanes-Oxley, Fixed Assets, Loans, Analysis, Financial Statements, SEC filings, Sarbanes-Oxley Act, Cash Management, Banking Relationships, CPA, Financial Modeling, Accounts Receivable, Financial Accounting, Sales Tax, Due Diligence, Process Improvement, Tax, Account Reconciliation, Mergers & Acquisitions, Corporate Finance, QuickBooks, Executive Management, Payroll, Treasury, Revenue Recognition, Financial Services, Treasury Management, Cash Flow Forecasting, Risk Management, Access, Business Process...
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Accounting
Girls Preparatory School 1970 — 1976
Medical Doctor Associates January 2008 - Present
SouthStar Funding LLC October 2004 - April 2007
ORIX Financial Services 2002 - 2004
Bank of America 1995 - 2002
The Associates 1994 - 1995
First Family Financial Services 1986 - 1994
Macy's 1982 - 1985
Ernst & Whinney 1980 - 1982
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Auditing, Managerial Finance, Accounts Payable, Budgets, Finance, General Ledger, Banking, Sarbanes-Oxley, Fixed Assets, Loans, Analysis, Financial Statements, SEC filings, Sarbanes-Oxley Act, Cash Management, Banking Relationships, CPA, Financial Modeling, Accounts Receivable, Financial Accounting, Sales Tax, Due Diligence, Process Improvement, Tax, Account Reconciliation, Mergers & Acquisitions, Corporate Finance, QuickBooks, Executive Management, Payroll, Treasury, Revenue Recognition, Financial Services, Treasury Management, Cash Flow Forecasting, Risk Management, Access, Business Process...
Education
University of Georgia - Terry College of Business 1976 — 1980
BBA, Accounting
Girls Preparatory School 1970 — 1976
Scott Hopkins, MBA Scott Hopkins, MBA's Orix Financial Services Experience May 2001 - January 2003
Job Risk Management Market Research Data Analytics
Industry Market Research
Experience
SunTrust Bank November 2010 - March 2015
SunTrust Bank October 2010 - November 2010
Strategy Formulations August 2009 - October 2010
INVISTA s.a.r.l (Wholly Owned Subsidiary of Koch Industries) August 2006 - December 2008
Small Business Administration October 2004 - January 2006
ORIX Financial Services May 2001 - January 2003
CIT December 1996 - May 2001
Skills
Strategic Planning, Portfolio Management, Analysis, Relationship Management, Asset Managment, Data Analysis, Business Development, Credit Risk, Pricing Strategy, Marketing Strategy, Performance Management, Corporate Development, Sales Operations, Business Analytics, Commercial Finance, Market Intelligence, Marketing Operations, Modeling, Financial Analysis, Credit, Competitive Analysis, Process Improvement, Risk Management, Asset Management, Forecasting, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 1997 — 1999
Atlanta, Georgia
Harvard Extension School 1988 — 1989
Cambridge, Massachusetts
University of New Hampshire
Bachelor's Degree
SunTrust Bank November 2010 - March 2015
SunTrust Bank October 2010 - November 2010
Strategy Formulations August 2009 - October 2010
INVISTA s.a.r.l (Wholly Owned Subsidiary of Koch Industries) August 2006 - December 2008
Small Business Administration October 2004 - January 2006
ORIX Financial Services May 2001 - January 2003
CIT December 1996 - May 2001
Skills
Strategic Planning, Portfolio Management, Analysis, Relationship Management, Asset Managment, Data Analysis, Business Development, Credit Risk, Pricing Strategy, Marketing Strategy, Performance Management, Corporate Development, Sales Operations, Business Analytics, Commercial Finance, Market Intelligence, Marketing Operations, Modeling, Financial Analysis, Credit, Competitive Analysis, Process Improvement, Risk Management, Asset Management, Forecasting, Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 1997 — 1999
Atlanta, Georgia
Harvard Extension School 1988 — 1989
Cambridge, Massachusetts
University of New Hampshire
Bachelor's Degree
Cedric Jackson Cedric Jackson's Orix Financial Services Experience February 2001 - January 2003
Job Design Engineer III at Cox Enterprises
Industry Broadcast Media
Experience
Cox Communications January 2008 - Present
CJ Computers January 2003 - September 2008
CJ Computers & More January 2004 - January 2008
Pinnacle Development Partners March 2006 - September 2006
New Birth Missionary Baptist Church January 2003 - December 2005
Orix Financial Services February 2001 - January 2003
ORIX Financial Services, Inc January 2001 - January 2003
Ernst & Young, LLP January 2000 - January 2001
Philips Speech Processing January 1998 - January 2000
Vanstar Incorporated January 1997 - January 1998
Skills
System Administration, Operating Systems, VoIP, Voice Mail, Unified Communications, Unified Messaging, SIP
Education
Inc
Indiana Vocational Technical College 1986 — 1988
BS, Information Technology
Frederick Community College 1983 — 1986
BS, Information Technology
Indiana Vocational Technical Institute
Associate Degree, Information Systems - Computer Network Systems
Cox Communications January 2008 - Present
CJ Computers January 2003 - September 2008
CJ Computers & More January 2004 - January 2008
Pinnacle Development Partners March 2006 - September 2006
New Birth Missionary Baptist Church January 2003 - December 2005
Orix Financial Services February 2001 - January 2003
ORIX Financial Services, Inc January 2001 - January 2003
Ernst & Young, LLP January 2000 - January 2001
Philips Speech Processing January 1998 - January 2000
Vanstar Incorporated January 1997 - January 1998
Skills
System Administration, Operating Systems, VoIP, Voice Mail, Unified Communications, Unified Messaging, SIP
Education
Inc
Indiana Vocational Technical College 1986 — 1988
BS, Information Technology
Frederick Community College 1983 — 1986
BS, Information Technology
Indiana Vocational Technical Institute
Associate Degree, Information Systems - Computer Network Systems
Stephen Karg Stephen Karg's Orix Financial Services Experience May 1998 - August 2000
Job Web applications design and development
Industry Information Technology and Services
Experience
Harvard University April 2014 - Present
Thomson Reuters April 2006 - April 2014
Carson Oil Co. September 2001 - June 2004
Orix Financial Services May 1998 - August 2000
Colorado Business Bank November 1994 - June 1997
TMS Investment Corporation September 1992 - August 1994
Skills
Databases, Agile Methodologies, XML, Web Services, Java Enterprise Edition, Hibernate, Analysis, Perl, Data Modeling, C++, Data Analysis, JBoss Application Server
Education
Portland State University 2001 — 2005
M.S., Computer Science
Marist College 1988 — 1992
B.S., Business Administration - Finance
Harvard University April 2014 - Present
Thomson Reuters April 2006 - April 2014
Carson Oil Co. September 2001 - June 2004
Orix Financial Services May 1998 - August 2000
Colorado Business Bank November 1994 - June 1997
TMS Investment Corporation September 1992 - August 1994
Skills
Databases, Agile Methodologies, XML, Web Services, Java Enterprise Edition, Hibernate, Analysis, Perl, Data Modeling, C++, Data Analysis, JBoss Application Server
Education
Portland State University 2001 — 2005
M.S., Computer Science
Marist College 1988 — 1992
B.S., Business Administration - Finance
Keith Wentzel's Orix Financial Services Experience July 2001 - May 2004
Job Managing Director at Fantini & Gorga
Industry Financial Services
Experience
Fantini & Gorga June 2009 - Present
GE Capital December 2007 - January 2009
The CIT Group December 2006 - December 2007
GMAC Commercial Finance May 2004 - December 2006
ORIX Financial Services July 2001 - May 2004
Mellon Leasing Corporation March 1998 - July 2001
The CIT Group 1994 - 1998
Michigan National 1979 - 1982
Skills
Corporate Finance, Credit Analysis, Commercial Mortgages, Loans, Financial Modeling, Structured Finance, Real Estate
Education
Michigan State University - The Eli Broad College of Business
BA, MBA, Finance
Fantini & Gorga June 2009 - Present
GE Capital December 2007 - January 2009
The CIT Group December 2006 - December 2007
GMAC Commercial Finance May 2004 - December 2006
ORIX Financial Services July 2001 - May 2004
Mellon Leasing Corporation March 1998 - July 2001
The CIT Group 1994 - 1998
Michigan National 1979 - 1982
Skills
Corporate Finance, Credit Analysis, Commercial Mortgages, Loans, Financial Modeling, Structured Finance, Real Estate
Education
Michigan State University - The Eli Broad College of Business
BA, MBA, Finance
Sue Papp's Orix Financial Services Experience October 2001 - July 2003
Job Biller at Jerry Haggerty Chevrolet
Industry Automotive
Experience
Jerry Haggerty Chevrolet July 2015 - Present
The Home Depot June 2011 - Present
Napleton's Schaumburg Buick GMC February 2013 - April 2014
L.O.G.S. Network/Heart Financial Services December 2010 - March 2011
Merrill Lynch Capital January 2004 - December 2008
ORIX Financial Services October 2001 - July 2003
Bank of America January 2000 - October 2001
Bank of America August 1999 - December 1999
Bank of America August 1999 - December 1999
Bank of America September 1996 - August 1999
Skills
Loans, Leadership, Accounting, Portfolio Management, Capital Markets, Financial Modeling, Credit Analysis, Financial Analysis, Banking, Investment Banking, Corporate Finance, Commercial Lending, Asset Based Lending, Structured Finance, Asset Management, Risk Management, Account Reconciliation, Loan Servicing, Operations Management, Credit
Education
College of DuPage 1988 — 2008
Jerry Haggerty Chevrolet July 2015 - Present
The Home Depot June 2011 - Present
Napleton's Schaumburg Buick GMC February 2013 - April 2014
L.O.G.S. Network/Heart Financial Services December 2010 - March 2011
Merrill Lynch Capital January 2004 - December 2008
ORIX Financial Services October 2001 - July 2003
Bank of America January 2000 - October 2001
Bank of America August 1999 - December 1999
Bank of America August 1999 - December 1999
Bank of America September 1996 - August 1999
Skills
Loans, Leadership, Accounting, Portfolio Management, Capital Markets, Financial Modeling, Credit Analysis, Financial Analysis, Banking, Investment Banking, Corporate Finance, Commercial Lending, Asset Based Lending, Structured Finance, Asset Management, Risk Management, Account Reconciliation, Loan Servicing, Operations Management, Credit
Education
College of DuPage 1988 — 2008
Yvette Baber's Orix Financial Services Experience October 2003 - March 2004
Job at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2009 - Present
Merrill Lynch Capital March 2004 - October 2008
Orix Financial Services October 2003 - March 2004
Bank of America May 2000 - September 2003
LaSalle Business Credit September 1998 - May 2000
Skills
Loans, Portfolio Management, Credit
Education
Eastern Illinois University 1992 — 1994
MA, Communication
Eastern Illinois University 1988 — 1992
BA, Communications
JPMorgan Chase October 2009 - Present
Merrill Lynch Capital March 2004 - October 2008
Orix Financial Services October 2003 - March 2004
Bank of America May 2000 - September 2003
LaSalle Business Credit September 1998 - May 2000
Skills
Loans, Portfolio Management, Credit
Education
Eastern Illinois University 1992 — 1994
MA, Communication
Eastern Illinois University 1988 — 1992
BA, Communications
Rebecca Kimmons's Orix Financial Services Experience December 2004 - August 2006
Job Inside Financial Sales Manager at Doosan Infracore International
Industry Financial Services
Experience
Doosan Infracore International August 2009 - Present
Omni National Bank September 2007 - August 2009
Goldleaf Financial Solutions January 2007 - July 2007
Banc of America Leasing & Capital August 2006 - January 2007
ORIX Financial Services December 2004 - August 2006
GE Capital 2001 - 2004
The CIT Group 1994 - 2001
Skills
Loans, Credit, Credit Analysis, Banking, Underwriting, Portfolio Management, Commercial Lending, Financial Analysis, Finance, Risk Management, Mortgage Lending, Asset Managment, Outlook, Microsoft Excel, Loan Origination
Education
Pace University - Lubin School of Business 1985 — 1990
BBS, Marketing
Doosan Infracore International August 2009 - Present
Omni National Bank September 2007 - August 2009
Goldleaf Financial Solutions January 2007 - July 2007
Banc of America Leasing & Capital August 2006 - January 2007
ORIX Financial Services December 2004 - August 2006
GE Capital 2001 - 2004
The CIT Group 1994 - 2001
Skills
Loans, Credit, Credit Analysis, Banking, Underwriting, Portfolio Management, Commercial Lending, Financial Analysis, Finance, Risk Management, Mortgage Lending, Asset Managment, Outlook, Microsoft Excel, Loan Origination
Education
Pace University - Lubin School of Business 1985 — 1990
BBS, Marketing
Bayon, John's Orix Financial Services Experience December 1997 - March 2002
Job Product Manager
Industry Banking
Experience
Banamex USA April 2006 - Present
California Commerce Bank April 2002 - May 2006
ORIX FINANCIAL SERVICES December 1997 - March 2002
California Materials 1995 - 1997
FIRST NATIONWIDE FINANCIAL CORP 1993 - 1995
Skills
Marketing Strategy, Marketing Communications, Customer Acquisition, Risk Assessment, Business Development, Customer Service, Risk Management, Strategy, Leadership, Management, Strategic Planning, Product Management, Product Marketing, Product Launch
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
B.S., Business
Banamex USA April 2006 - Present
California Commerce Bank April 2002 - May 2006
ORIX FINANCIAL SERVICES December 1997 - March 2002
California Materials 1995 - 1997
FIRST NATIONWIDE FINANCIAL CORP 1993 - 1995
Skills
Marketing Strategy, Marketing Communications, Customer Acquisition, Risk Assessment, Business Development, Customer Service, Risk Management, Strategy, Leadership, Management, Strategic Planning, Product Management, Product Marketing, Product Launch
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2006
B.S., Business
Edward Little's Orix Financial Services Experience 2001 - 2004
Job Principal at Tatum LLC
Industry Accounting
Experience
Tatum LLC 2008 - Present
Bank of America 2004 - 2008
Orix Financial Services 2001 - 2004
Bank of America 1998 - 2001
InterContinental Hotels Group January 1991 - January 1998
Skills
Forecasting, Financial Analysis, Internal Controls, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Accounts Receivable, Accounting, Finance, Auditing, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Budgets, Risk Management
Education
University of California, Santa Barbara 1981 — 1983
BA Business/Economics, economics
Tatum LLC 2008 - Present
Bank of America 2004 - 2008
Orix Financial Services 2001 - 2004
Bank of America 1998 - 2001
InterContinental Hotels Group January 1991 - January 1998
Skills
Forecasting, Financial Analysis, Internal Controls, Financial Modeling, Mergers & Acquisitions, Process Improvement, Management, Accounts Receivable, Accounting, Finance, Auditing, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Budgets, Risk Management
Education
University of California, Santa Barbara 1981 — 1983
BA Business/Economics, economics
Rosalie Konopinski's Orix Financial Services Experience February 2000 - March 2002
Job Benefits Analyst at McGrawHill Higher Education
Industry Education Management
Experience
McGraw-Hill Higher Education December 2012 - Present
Kaplan, Inc. December 2006 - December 2012
Loews Cineplex Entertainment September 2002 - March 2006
ORIX Financial Services February 2000 - March 2002
Skills
HRIS, Benefits Administration, PeopleSoft, Employee Benefits, Employee Relations, New Hire Orientations, Onboarding, Human Resources, Deferred Compensation, Applicant Tracking..., FMLA, College Recruiting
Education
Caldwell University 1995 — 1999
BS, Management
McGraw-Hill Higher Education December 2012 - Present
Kaplan, Inc. December 2006 - December 2012
Loews Cineplex Entertainment September 2002 - March 2006
ORIX Financial Services February 2000 - March 2002
Skills
HRIS, Benefits Administration, PeopleSoft, Employee Benefits, Employee Relations, New Hire Orientations, Onboarding, Human Resources, Deferred Compensation, Applicant Tracking..., FMLA, College Recruiting
Education
Caldwell University 1995 — 1999
BS, Management
Joseph Corral, Jr.'s Orix Financial Services Experience January 1994 - June 2006
Job Human Resources Manager at LKQ Corporation
Industry Human Resources
Experience
LKQ Corporation June 2015 - Present
Human Resource Manager at LKQ June 2015 - Present
HRDRACC January 2007 - June 2015
Orix Financial Services January 1994 - June 2006
ORIX 1997 - 2006
Orix Credit Alliance, Inc. 1994 - 2003
Commercial Alliance 1980 - 1985
Commercial Alliance 1970 - 1980
Skills
Change Management, Project Management, Marketing, Portfolio Management, Mergers, Financial Analysis, Training, Employee Relations, Workforce Planning, Management, Recruiting, Restructuring, Leadership, Human Resources, Business Strategy, Finance, Employee Benefits, Risk Management, Business Process..., Budgets, Mergers & Acquisitions, Due Diligence, Strategic Planning, Banking, Strategy, Business Development, Financial Risk, Personnel Management, Financial Services, Process Improvement, Organizational Design, New Business Development, Investments, Benefits Administration, Start-ups, Executive Management, Business Analysis, Business Planning, Vendor Management, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1975 — 1980
BBA, Finance
Columbia Business School
LKQ Corporation June 2015 - Present
Human Resource Manager at LKQ June 2015 - Present
HRDRACC January 2007 - June 2015
Orix Financial Services January 1994 - June 2006
ORIX 1997 - 2006
Orix Credit Alliance, Inc. 1994 - 2003
Commercial Alliance 1980 - 1985
Commercial Alliance 1970 - 1980
Skills
Change Management, Project Management, Marketing, Portfolio Management, Mergers, Financial Analysis, Training, Employee Relations, Workforce Planning, Management, Recruiting, Restructuring, Leadership, Human Resources, Business Strategy, Finance, Employee Benefits, Risk Management, Business Process..., Budgets, Mergers & Acquisitions, Due Diligence, Strategic Planning, Banking, Strategy, Business Development, Financial Risk, Personnel Management, Financial Services, Process Improvement, Organizational Design, New Business Development, Investments, Benefits Administration, Start-ups, Executive Management, Business Analysis, Business Planning, Vendor Management, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1975 — 1980
BBA, Finance
Columbia Business School
Larry Fenn's Orix Financial Services Experience 1992 - 2002
Job Regional Vice President at People's United Equipment Finance Corp.
Industry Financial Services
Experience
People's United Equipment Finance Corp. February 2010 - Present
Financial Federal Credit Inc. 2002 - Present
ORIX Financial Services 1992 - 2002
ITT Commercial Finance 1978 - 1991
Skills
Asset Based Lending, Credit Analysis, Credit, Commercial Finance, Underwriting, Portfolio Management, Small Business Lending, Credit Risk, Commercial Banking, Finance
Education
Case Western Reserve University
Kent State University
Bachelor of Science (BS), Journalism
People's United Equipment Finance Corp. February 2010 - Present
Financial Federal Credit Inc. 2002 - Present
ORIX Financial Services 1992 - 2002
ITT Commercial Finance 1978 - 1991
Skills
Asset Based Lending, Credit Analysis, Credit, Commercial Finance, Underwriting, Portfolio Management, Small Business Lending, Credit Risk, Commercial Banking, Finance
Education
Case Western Reserve University
Kent State University
Bachelor of Science (BS), Journalism
James Rusch's Orix Financial Services Experience 1993 - 1995
Job Operations Manager at Commercial Credit Group Inc.
Industry Financial Services
Experience
Commercial Credit Group Inc. March 2013 - Present
GE Capital June 2010 - March 2013
Navistar Financial Corp March 2004 - August 2010
Navistar Financial Corp February 2003 - March 2004
Navistar Financial Corp February 2002 - February 2003
Old Kent Leasing August 1997 - August 2001
National Machine Tool Financial Corp January 1995 - August 1997
ORIX Financial Services 1993 - 1995
Skills
Credit, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Highly Analytical, Team Leadership, Leading People, Goal Oriented, Customer Focus, Self Driven, Problem Solving, Team Oriented, Listening Skills, Phone Skills, Banking, Portfolio Management, Analysis, Process Improvement, Finance, Negotiation, Self-driven, Financial Risk, Management, Loans, Commercial Lending, Analytical Skills, Financial Modeling, Financial Services, Leadership
Education
Lake Forest Graduate School of Management 2007 — 2011
MBA, General Management
Bradley University 1986 — 1990
BS, Finance
Commercial Credit Group Inc. March 2013 - Present
GE Capital June 2010 - March 2013
Navistar Financial Corp March 2004 - August 2010
Navistar Financial Corp February 2003 - March 2004
Navistar Financial Corp February 2002 - February 2003
Old Kent Leasing August 1997 - August 2001
National Machine Tool Financial Corp January 1995 - August 1997
ORIX Financial Services 1993 - 1995
Skills
Credit, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Highly Analytical, Team Leadership, Leading People, Goal Oriented, Customer Focus, Self Driven, Problem Solving, Team Oriented, Listening Skills, Phone Skills, Banking, Portfolio Management, Analysis, Process Improvement, Finance, Negotiation, Self-driven, Financial Risk, Management, Loans, Commercial Lending, Analytical Skills, Financial Modeling, Financial Services, Leadership
Education
Lake Forest Graduate School of Management 2007 — 2011
MBA, General Management
Bradley University 1986 — 1990
BS, Finance
Jay Cannon's Orix Financial Services Experience August 2001 - July 2004
Job SVP & GM, Technology Finance Group
Industry Financial Services
Experience
Element Financial Corporation May 2015 - Present
IBM Global Financing July 2006 - May 2015
National City Commercial Capital July 2004 - July 2006
ORIX Financial Services August 2001 - July 2004
Mellon US Leasing 1992 - 2000
Skills
Customer Relations, Negotiation, Sales Management, Strategic Planning, Contract Negotiation, Customer Service, Business Development, Direct Sales, Solution Selling, Account Management, Sales Process, CRM, Selling, Salesforce.com, Cloud Computing, SaaS, Sales, Enterprise Software, Professional Services
Education
The University of Texas at Austin 1978 — 1980
BBA, Management, Finance
Garland High School
Element Financial Corporation May 2015 - Present
IBM Global Financing July 2006 - May 2015
National City Commercial Capital July 2004 - July 2006
ORIX Financial Services August 2001 - July 2004
Mellon US Leasing 1992 - 2000
Skills
Customer Relations, Negotiation, Sales Management, Strategic Planning, Contract Negotiation, Customer Service, Business Development, Direct Sales, Solution Selling, Account Management, Sales Process, CRM, Selling, Salesforce.com, Cloud Computing, SaaS, Sales, Enterprise Software, Professional Services
Education
The University of Texas at Austin 1978 — 1980
BBA, Management, Finance
Garland High School
Wayne Pass's Orix Financial Services Experience 1991 - 2001
Job Senior Vice President Credit at Engs Commercial Finance Co.
Industry Financial Services
Experience
Engs Commercial Finance Co. July 2012 - Present
Balboa Capital January 2012 - June 2012
TriMark Marlinn July 2009 - December 2011
Key Equipment Finance April 2004 - December 2008
Citicapital Commercial Corp 2003 - 2004
Citigroup 2003 - 2004
ORIX Financial Services 1991 - 2001
Skills
Financial Analysis, Strategic Planning, Management, Portfolio Management, Teamwork, Credit, Forecasting, Finance, Income Statement, Credit Analysis, Underwriting, Commercial Lending, Time Management, Risk Management, Loans, Sales Management, Commercial Banking, Financial Modeling, Account Management, Banking, Financial Services, Negotiation, Credit Risk, Pricing, Asset Based Lending
Education
University of Miami - School of Business 1984 — 1988
BBA
Engs Commercial Finance Co. July 2012 - Present
Balboa Capital January 2012 - June 2012
TriMark Marlinn July 2009 - December 2011
Key Equipment Finance April 2004 - December 2008
Citicapital Commercial Corp 2003 - 2004
Citigroup 2003 - 2004
ORIX Financial Services 1991 - 2001
Skills
Financial Analysis, Strategic Planning, Management, Portfolio Management, Teamwork, Credit, Forecasting, Finance, Income Statement, Credit Analysis, Underwriting, Commercial Lending, Time Management, Risk Management, Loans, Sales Management, Commercial Banking, Financial Modeling, Account Management, Banking, Financial Services, Negotiation, Credit Risk, Pricing, Asset Based Lending
Education
University of Miami - School of Business 1984 — 1988
BBA
Steven Stecher's Orix Financial Services Experience 2003 - 2004
Job Owner & Chief Drumsmith, Doc Sweeney Drums
Industry Music
Experience
Doc Sweeney Drums 2014 - Present
Washington National, a division of CNO FInancial Group August 2008 - April 2013
CNO Financial Group August 2004 - August 2008
ORIX Financial Services 2003 - 2004
ING 2001 - 2002
ING 1999 - 2001
ING 1998 - 1999
ING 1997 - 1998
Skills
Health Insurance, Insurance, Term Life Insurance, Life Insurance, Strategic Planning, Mergers & Acquisitions, Process Improvement, Technology deployment, Sales Management, Business Development, Performance Management, Management, New Business Development, Sales, Human Resources, Business Strategy, Enterprise Software, Budgets
Education
National University
MA, Management
The University of Texas at Dallas
BA, Economics & Finance
Doc Sweeney Drums 2014 - Present
Washington National, a division of CNO FInancial Group August 2008 - April 2013
CNO Financial Group August 2004 - August 2008
ORIX Financial Services 2003 - 2004
ING 2001 - 2002
ING 1999 - 2001
ING 1998 - 1999
ING 1997 - 1998
Skills
Health Insurance, Insurance, Term Life Insurance, Life Insurance, Strategic Planning, Mergers & Acquisitions, Process Improvement, Technology deployment, Sales Management, Business Development, Performance Management, Management, New Business Development, Sales, Human Resources, Business Strategy, Enterprise Software, Budgets
Education
National University
MA, Management
The University of Texas at Dallas
BA, Economics & Finance
Robert Henek's Orix Financial Services Experience 1999 - 2001
Job Senior Credit Analyst Lease Banking at MB Financial Bank
Industry Financial Services
Experience
MB Financial Bank February 2013 - Present
Moneris Solutions June 2010 - September 2011
GE Capital (Commercial Distribution Finance) October 2005 - June 2010
Sony Electronics November 2002 - 2005
ORIX Financial Services 1999 - 2001
Skills
Credit Analysis, Credit Risk, Credit, Loans, Commercial Lending, Risk, Equipment Finance, Structuring, Underwriting, Commercial Credit, Risk Management, Cash Flow, Lines Of Credit, Risk Mitigation, Risk Analysis, Loan Structuring, Trade Finance
Education
DePaul University
Bachelors, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
MB Financial Bank February 2013 - Present
Moneris Solutions June 2010 - September 2011
GE Capital (Commercial Distribution Finance) October 2005 - June 2010
Sony Electronics November 2002 - 2005
ORIX Financial Services 1999 - 2001
Skills
Credit Analysis, Credit Risk, Credit, Loans, Commercial Lending, Risk, Equipment Finance, Structuring, Underwriting, Commercial Credit, Risk Management, Cash Flow, Lines Of Credit, Risk Mitigation, Risk Analysis, Loan Structuring, Trade Finance
Education
DePaul University
Bachelors, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Robert Mulvena's Orix Financial Services Experience January 1988 - January 2001
Job Territory Manager Caterpillar Financial
Industry Construction
Experience
Caterpillar Financial Services Corp September 2004 - Present
ORIX Financial Services January 1988 - January 2001
Skills
Account Management, Negotiation, Strategic Planning, Contract Negotiation, Forecasting, Sales Management, Finance, Sales, Credit, Sales Operations, Credit Analysis, Loans, Financial Analysis, Budgets, New Business Development, Risk Management, Team Building, Business Strategy, Business Planning, Process Improvement
Education
St. Francis College
BS, Business Management
Caterpillar Financial Services Corp September 2004 - Present
ORIX Financial Services January 1988 - January 2001
Skills
Account Management, Negotiation, Strategic Planning, Contract Negotiation, Forecasting, Sales Management, Finance, Sales, Credit, Sales Operations, Credit Analysis, Loans, Financial Analysis, Budgets, New Business Development, Risk Management, Team Building, Business Strategy, Business Planning, Process Improvement
Education
St. Francis College
BS, Business Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY