Philadelphia National Bank
Industry: Bank holding company
DescriptionCoreStates Financial Corporation, previously known as Philadelphia National Bank, was a United States bank holding company in the Philadelphia, Pennsylvania, metropolitan area. The bank was renamed in the mid-1980s after a series of mergers. Successor: Wachovia (now Wells Fargo) Headquarters: Philadelphia, PA Founded: 1803 Ceased operations: 1998
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Philadelphia National Bank Employees
Employee
Years
Job
Industry
Bill Wood Bill Wood's Philadelphia National Bank Experience 1978 - 1980
Job Sr VP & CFO
Industry Nonprofit Organization Management
Experience
MPA - The Association of Magazine Media April 2013 - Present
The Orvis Company, Inc. October 2008 - April 2013
Magellan's Travel Supplies May 2006 - October 2008
The Territory Ahead July 1996 - May 2006
New Canaan Bank and Trust 1993 - 1996
C M Barlow & Associates 1987 - 1993
Sunworshippers, Ltd 1980 - 1987
Philadelphia National Bank 1978 - 1980
Skills
Forecasting, Retail, Inventory Management, Budgets, Strategic Planning, Team Building, Microsoft Excel, E-commerce, Payroll, Management, Managerial Finance, Purchasing, Financial Analysis, Leadership, Marketing, Inventory Control, Apparel, Finance, Team Leadership, Financial Reporting, Process Improvement, Human Resources, Accounting, Customer Service, P&L Management, Recruiting, P&L, Analysis, Business Planning, Strategy, Budgeting
Education
University of La Verne 2003 — 2006
MBA, Leadership
Bucknell University 1974 — 1978
BSBA, Accounting
MPA - The Association of Magazine Media April 2013 - Present
The Orvis Company, Inc. October 2008 - April 2013
Magellan's Travel Supplies May 2006 - October 2008
The Territory Ahead July 1996 - May 2006
New Canaan Bank and Trust 1993 - 1996
C M Barlow & Associates 1987 - 1993
Sunworshippers, Ltd 1980 - 1987
Philadelphia National Bank 1978 - 1980
Skills
Forecasting, Retail, Inventory Management, Budgets, Strategic Planning, Team Building, Microsoft Excel, E-commerce, Payroll, Management, Managerial Finance, Purchasing, Financial Analysis, Leadership, Marketing, Inventory Control, Apparel, Finance, Team Leadership, Financial Reporting, Process Improvement, Human Resources, Accounting, Customer Service, P&L Management, Recruiting, P&L, Analysis, Business Planning, Strategy, Budgeting
Education
University of La Verne 2003 — 2006
MBA, Leadership
Bucknell University 1974 — 1978
BSBA, Accounting
Bill O'Connell CPP Bill O'Connell CPP's Philadelphia National Bank Experience 1978 - 1980
Job Sr Regional Security ManagerWest US, California /Mountain Business Regions. at PepsiCo ...Corporate Security Department
Industry Security and Investigations
Experience
PepsiCo 2008 - Present
Webster University October 2013 - December 2013
Rockwell Collins Corporation 2007 - 2009
ITT School of Criminal Justice 2006 - 2009
Federal Bureau Of Investigation 1983 - 2007
Intel Corporation 1981 - 1983
Valley National Bank of Arizona 1980 - 1982
Philadelphia National Bank 1978 - 1980
Skills
Workplace Violence..., Security Management, Asset Protection, Risk Assessment, Crisis Management, Fraud Investigation, Security Operations, Criminal Investigations, Security System Design, Corporate Security, Workplace Violence, Fraud, Physical Security, Security Clearance, Private Investigations, Emergency Management, Counterterrorism, Internal Investigations, Interrogation, Loss Prevention, Security Awareness, Security Training, Surveillance, Intelligence Analysis, Vulnerability Assessment, Personal Security, Security Audits, Access Control, Business Continuity, Law Enforcement..., Investigation, Special Operations, Executive Protection, Background Checks, DoD
Education
National University 2003 — 2005
M. S., Business /Organizational Leadership
Villanova University 1973 — 1977
B.A., Sociology/Criminal Justice
PepsiCo 2008 - Present
Webster University October 2013 - December 2013
Rockwell Collins Corporation 2007 - 2009
ITT School of Criminal Justice 2006 - 2009
Federal Bureau Of Investigation 1983 - 2007
Intel Corporation 1981 - 1983
Valley National Bank of Arizona 1980 - 1982
Philadelphia National Bank 1978 - 1980
Skills
Workplace Violence..., Security Management, Asset Protection, Risk Assessment, Crisis Management, Fraud Investigation, Security Operations, Criminal Investigations, Security System Design, Corporate Security, Workplace Violence, Fraud, Physical Security, Security Clearance, Private Investigations, Emergency Management, Counterterrorism, Internal Investigations, Interrogation, Loss Prevention, Security Awareness, Security Training, Surveillance, Intelligence Analysis, Vulnerability Assessment, Personal Security, Security Audits, Access Control, Business Continuity, Law Enforcement..., Investigation, Special Operations, Executive Protection, Background Checks, DoD
Education
National University 2003 — 2005
M. S., Business /Organizational Leadership
Villanova University 1973 — 1977
B.A., Sociology/Criminal Justice
Lee Bauermeister's Philadelphia National Bank Experience January 1980 - January 1986
Job Round Rock ISD Leadership 2015
Industry Public Relations and Communications
Experience
Toastmasters International 2011 - Present
98th Meridian March 2011 - April 2012
Realty Executives March 2010 - January 2011
JBGoodwin Realtors April 2009 - March 2010
Prudential Texas Realty May 2008 - 2009
Tele-Evalution Services September 1996 - April 2003
Rosenbluth International 1993 - 1996
Mellon Bank January 1986 - January 1988
Philadelphia National Bank January 1980 - January 1986
Skills
Leases, Public Relations, Sellers, Marketing, Leadership, Referrals, Relocation, Telecommunications, First Time Home Buyers, Public Speaking, Social Media Marketing, Luxury, Real Estate, Entrepreneurship, Social Media, Strategic Planning, Project Management, Sales Management, Fundraising, Training & Development, Budgets, Business Analysis, Team Building, Training, Financial Analysis, Leadership Development
Education
Temple University 1981 — 1986
BBA, Accounting/business
Little Flower 1977 — 1981
A, Accounting
Toastmasters International 2011 - Present
98th Meridian March 2011 - April 2012
Realty Executives March 2010 - January 2011
JBGoodwin Realtors April 2009 - March 2010
Prudential Texas Realty May 2008 - 2009
Tele-Evalution Services September 1996 - April 2003
Rosenbluth International 1993 - 1996
Mellon Bank January 1986 - January 1988
Philadelphia National Bank January 1980 - January 1986
Skills
Leases, Public Relations, Sellers, Marketing, Leadership, Referrals, Relocation, Telecommunications, First Time Home Buyers, Public Speaking, Social Media Marketing, Luxury, Real Estate, Entrepreneurship, Social Media, Strategic Planning, Project Management, Sales Management, Fundraising, Training & Development, Budgets, Business Analysis, Team Building, Training, Financial Analysis, Leadership Development
Education
Temple University 1981 — 1986
BBA, Accounting/business
Little Flower 1977 — 1981
A, Accounting
Craig Hevey Craig Hevey's Philadelphia National Bank Experience 1987 - 1993
Job Regional Manager of Global Payment Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Managing Director - Germanic & Southern EuropeWachovia, A Wells Fargo Company1997 - 2009
First Union National Bank 1997 - 2000
CoreStates Bank 1993 - 1997
Philadelphia National Bank 1987 - 1993
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
MA, International Economics
Colorado College 1980 — 1984
BA, Political Science
Wells Fargo March 2013 - Present
Wells Fargo Managing Director - Germanic & Southern EuropeWachovia, A Wells Fargo Company1997 - 2009
First Union National Bank 1997 - 2000
CoreStates Bank 1993 - 1997
Philadelphia National Bank 1987 - 1993
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
MA, International Economics
Colorado College 1980 — 1984
BA, Political Science
Frank Cahill Frank Cahill's Philadelphia National Bank Experience June 1983 - August 1993
Job English teacher at Father Judge High School
Industry Education Management
Experience
Father Judge High School September 2001 - Present
Prudential Financial August 1993 - August 2001
Philadelphia National Bank June 1983 - August 1993
Skills
Curriculum Design, Teaching, Educational Leadership, Classroom, Curriculum Development, Research, Tutoring, Differentiated..., Teacher Training, Special Education, Higher Education, Elementary Education, Literacy, American Literature, Classroom Management, Educational Technology, Lesson Planning, Literature, Adult Education, Distance Learning, Instructional Design
Education
Rutgers University 2002 — 2003
English Language and Literature/Letters
Temple University 1978 — 1983
Bachelor of Arts (B.A.), Speech Communication and Political Science
Father Judge High School September 2001 - Present
Prudential Financial August 1993 - August 2001
Philadelphia National Bank June 1983 - August 1993
Skills
Curriculum Design, Teaching, Educational Leadership, Classroom, Curriculum Development, Research, Tutoring, Differentiated..., Teacher Training, Special Education, Higher Education, Elementary Education, Literacy, American Literature, Classroom Management, Educational Technology, Lesson Planning, Literature, Adult Education, Distance Learning, Instructional Design
Education
Rutgers University 2002 — 2003
English Language and Literature/Letters
Temple University 1978 — 1983
Bachelor of Arts (B.A.), Speech Communication and Political Science
Anthony Lerro Anthony Lerro's Philadelphia National Bank Experience September 1988 - December 1989
Job VP, Business Systems Consultant Manager at Wells Fargo International Operations Solutions
Industry Banking
Experience
Wells Fargo International Operations January 2009 - Present
Wachovia Bank September 2003 - December 2008
First Union National Bank September 1998 - August 2003
CoreStates Bank September 1995 - August 1998
CoreStates January 1994 - August 1995
CoreStates January 1990 - July 1995
Philadelphia National Bank September 1988 - December 1989
Skills
25 years of Intl..., Sound Knowledge of..., Strong payment and..., 15+ years of Project..., Strong Managerial and..., Strong knowledge in end..., Experienced in..., Experienced in ALM..., Vast experience with MS..., Member of PMI and CBAP..., Basic Knowledge of..., Software Documentation, Analysis, Business Intelligence, Management, Business Analysis, Testing, Vendor Management, Business Process..., SDLC, Banking, Project Management, Process Improvement, Leadership, Risk Management
Education
Philadelphia University 1995 — 2005
Master's degree, Business Administration, Management and Operations
West Chester University of Pennsylvania 1990 — 1994
B.S. Management, Business Administration and Management, General
Wells Fargo International Operations January 2009 - Present
Wachovia Bank September 2003 - December 2008
First Union National Bank September 1998 - August 2003
CoreStates Bank September 1995 - August 1998
CoreStates January 1994 - August 1995
CoreStates January 1990 - July 1995
Philadelphia National Bank September 1988 - December 1989
Skills
25 years of Intl..., Sound Knowledge of..., Strong payment and..., 15+ years of Project..., Strong Managerial and..., Strong knowledge in end..., Experienced in..., Experienced in ALM..., Vast experience with MS..., Member of PMI and CBAP..., Basic Knowledge of..., Software Documentation, Analysis, Business Intelligence, Management, Business Analysis, Testing, Vendor Management, Business Process..., SDLC, Banking, Project Management, Process Improvement, Leadership, Risk Management
Education
Philadelphia University 1995 — 2005
Master's degree, Business Administration, Management and Operations
West Chester University of Pennsylvania 1990 — 1994
B.S. Management, Business Administration and Management, General
Dennis Rubisch Dennis Rubisch's Philadelphia National Bank Experience 1978 - 1980
Job Handson Entrepreneurial Executive Providing Financial & Operational Leadership to Growing Companies
Industry Consumer Goods
Experience
Sweat Management, Inc. January 2015 - Present
DR CFO Services 2013 - Present
The ALS Group 2013 - 2014
GlobalFit 2002 - 2012
L&N Sales & Marketing 1999 - 2001
Global Sports, Inc 1992 - 1999
Schiff Enterprises 1990 - 1992
Romac & Associates 1988 - 1989
Golden Nugget, Inc. 1980 - 1988
Philadelphia National Bank 1978 - 1980
Skills
Accounting, Financial Reporting, Financial Analysis, Start-ups, Operations Management, Managerial Finance, Budgets, Employee Benefits, Banking, Forecasting, Sales, Strategy, Process Improvement, Human Resources, Cross-functional Team..., Banking Relationships, Management, Early Stage Companies, Audit Committee, Due Diligence, Financial Statements, Internal Financial..., Cash Management, Internal Controls, Key Performance..., Benefits Administration, Compensation & Benefits..., Health Insurance, Employee Stock Options, 401k, Cash Flow Forecasting, Investor Relations, CPA, Financial Accounting, Corporate Finance, Leadership, Analysis, Finance, Microsoft Excel, Strategic Planning, Strategic Partnerships, Executive Management, Contract Negotiation, Restructuring, Auditing, Business Planning, Entrepreneurship, Payroll, Internal Audit
Education
La Salle University - School of Business Administration 1970 — 1974
BS, Accounting, Cum Laude
Sweat Management, Inc. January 2015 - Present
DR CFO Services 2013 - Present
The ALS Group 2013 - 2014
GlobalFit 2002 - 2012
L&N Sales & Marketing 1999 - 2001
Global Sports, Inc 1992 - 1999
Schiff Enterprises 1990 - 1992
Romac & Associates 1988 - 1989
Golden Nugget, Inc. 1980 - 1988
Philadelphia National Bank 1978 - 1980
Skills
Accounting, Financial Reporting, Financial Analysis, Start-ups, Operations Management, Managerial Finance, Budgets, Employee Benefits, Banking, Forecasting, Sales, Strategy, Process Improvement, Human Resources, Cross-functional Team..., Banking Relationships, Management, Early Stage Companies, Audit Committee, Due Diligence, Financial Statements, Internal Financial..., Cash Management, Internal Controls, Key Performance..., Benefits Administration, Compensation & Benefits..., Health Insurance, Employee Stock Options, 401k, Cash Flow Forecasting, Investor Relations, CPA, Financial Accounting, Corporate Finance, Leadership, Analysis, Finance, Microsoft Excel, Strategic Planning, Strategic Partnerships, Executive Management, Contract Negotiation, Restructuring, Auditing, Business Planning, Entrepreneurship, Payroll, Internal Audit
Education
La Salle University - School of Business Administration 1970 — 1974
BS, Accounting, Cum Laude
Lisa Crutchfield Lisa Crutchfield's Philadelphia National Bank Experience 1985 - 1988
Job Independent Director, Member Board of Directors
Industry Utilities
Experience
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Fulton Financial Corporation July 2014 - Present
Unitil Corporation January 2012 - Present
National Grid 2008 - 2011
PECO Energy, Exelon Corporation 2003 - 2008
TIAA-CREF 2000 - 2003
Duke Energy Corporation 1997 - 2000
Pennsylvania Public Utility Commission 1993 - 1997
City of Philadelphia, Water Department 1992 - 1993
Bankers Trust Company 1990 - 1992
Philadelphia National Bank 1985 - 1988
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Business Strategy, Strategic Thinking, Investor Relations, Sustainability, Commercial Banking, Government Relations, Regulatory Affairs, Risk Management, Compliance Program..., Board of Director..., Mergers & Acquisitions, Strategy, Financial Modeling, Leadership, Strategic Planning, Due Diligence, Energy, Change Management, Public Speaking, Board of Directors, Valuation, Marketing, Investments, Energy Markets, Financial Planning, Management, Program Management, Commodity Markets, Negotiation, Training, Analysis, Accounting, Corporate Development, Renewable Energy, Project Finance, Government, Team Leadership, Executive Management, Management Consulting, Portfolio Management, Finance, Energy Policy, Corporate Governance, Cleantech
Education
Harvard Business School 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Economics and Political Science
Ronald Lancaster Ronald Lancaster's Philadelphia National Bank Experience November 1974 - June 1981
Job Owner at Viking Properties Inc.
Industry Commercial Real Estate
Experience
Viking Properties Inc. June 1972 - Present
BFS Finance 2011 - 2013
Hollywood National Bank September 1984 - September 1987
Guarantee Bank June 1981 - September 1984
Philadelphia National Bank November 1974 - June 1981
Harry K. Cohen Co. C.P.A.s June 1972 - July 1974
Skills
Tax accounting,real..., Para-legal, Renovation design and..., Real Estate, Trust, Renovation, Tax Accounting, Real Estate Development, Estate Law, Investment Properties, Estate Tax Planning, Tax, Accounting, Property Management, Residential Homes, Income Tax, Real Estate Transactions, Real Estate Economics, Investments, Property, Investors, Small Business, Commercial Real Estate, Apartments, Valuation, Private Equity, Estate Administration, Sellers, Location Intelligence, Real Estate Financing, Finance, Mergers & Acquisitions, Banking, Leases, Brokerage, Due Diligence, REO, Foreclosures, 1031 Exchanges, Asset Management, Commercial Mortgages, Disposition, Short Sales, Real Property, Land Acquisition, Single Family Homes, Funding, Landlords, Income Properties, International Real...
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
M.B.A.-Finance
Community College of Philadelphia 2011 — 2012
A.D.C.
Community College of Philadelphia 2011 — 2012
Paralegal
NATIONAL CENTER FOR CONSTRUCTION EDUCATION AND RESEARCH 2007 — 2010
CERTIFICATION
Microsoft 2008 — 2009
Drexel University - College of Business and Administration 1972 — 1977
B.S.
Viking Properties Inc. June 1972 - Present
BFS Finance 2011 - 2013
Hollywood National Bank September 1984 - September 1987
Guarantee Bank June 1981 - September 1984
Philadelphia National Bank November 1974 - June 1981
Harry K. Cohen Co. C.P.A.s June 1972 - July 1974
Skills
Tax accounting,real..., Para-legal, Renovation design and..., Real Estate, Trust, Renovation, Tax Accounting, Real Estate Development, Estate Law, Investment Properties, Estate Tax Planning, Tax, Accounting, Property Management, Residential Homes, Income Tax, Real Estate Transactions, Real Estate Economics, Investments, Property, Investors, Small Business, Commercial Real Estate, Apartments, Valuation, Private Equity, Estate Administration, Sellers, Location Intelligence, Real Estate Financing, Finance, Mergers & Acquisitions, Banking, Leases, Brokerage, Due Diligence, REO, Foreclosures, 1031 Exchanges, Asset Management, Commercial Mortgages, Disposition, Short Sales, Real Property, Land Acquisition, Single Family Homes, Funding, Landlords, Income Properties, International Real...
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
M.B.A.-Finance
Community College of Philadelphia 2011 — 2012
A.D.C.
Community College of Philadelphia 2011 — 2012
Paralegal
NATIONAL CENTER FOR CONSTRUCTION EDUCATION AND RESEARCH 2007 — 2010
CERTIFICATION
Microsoft 2008 — 2009
Drexel University - College of Business and Administration 1972 — 1977
B.S.
Charles Ingersoll Charles Ingersoll's Philadelphia National Bank Experience December 1979 - February 1985
Job Executive Vice President at The Haverford Trust Company
Industry Financial Services
Experience
The Haverford Trust Company February 1985 - Present
Philadelphia National Bank December 1979 - February 1985
Skills
Investments, Wealth Management, Financial Markets, Financial Advisory, Wealth Management..., Series 7, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 63, Fixed Income
Education
University of Pennsylvania 1965 — 1969
BA, English Literature
Millbrook School, Millbrook, NY 1961 — 1965
The Haverford Trust Company February 1985 - Present
Philadelphia National Bank December 1979 - February 1985
Skills
Investments, Wealth Management, Financial Markets, Financial Advisory, Wealth Management..., Series 7, Asset Allocation, Portfolio Management, Equities, Mutual Funds, Investment Advisory, Uniform Combined State..., Series 63, Fixed Income
Education
University of Pennsylvania 1965 — 1969
BA, English Literature
Millbrook School, Millbrook, NY 1961 — 1965
Melva Exner Melva Exner's Philadelphia National Bank Experience 1986 - 1987
Job Vice President, Legal Affairs & Corporate Secretary at AgustaWestland Philadelphia Corporation
Industry Aviation & Aerospace
Experience
AgustaWestland Philadelphia Corporation January 2015 - Present
AgustaWestland Philadelphia Corporation February 2010 - December 2014
AgustaWestland Philadelphia Corporation 1988 - January 2010
Claridge Casino Hotel 1987 - 1988
Philadelphia National Bank 1986 - 1987
Summit Airlines 1984 - 1986
Skills
Aircraft Sales/Leasing, Aircraft Maintenance..., Contract Negotiation..., Risk Management, Insurance - Aviation, Insurance - Commercial, Contract Management, Litigation Management, Corporate Governance, Process Improvement, Business Development, Safety and HazMat, Aerospace, Aviation, Contract Negotiation, Negotiation, Helicopters, ITAR, Aircraft, Corporate Law, Aircraft Leasing, Procurement
Education
Temple University School of Law 1981 — 1984
JD
Saint Joseph's University
BS, Management/Marketing, Cum Laude
AgustaWestland Philadelphia Corporation January 2015 - Present
AgustaWestland Philadelphia Corporation February 2010 - December 2014
AgustaWestland Philadelphia Corporation 1988 - January 2010
Claridge Casino Hotel 1987 - 1988
Philadelphia National Bank 1986 - 1987
Summit Airlines 1984 - 1986
Skills
Aircraft Sales/Leasing, Aircraft Maintenance..., Contract Negotiation..., Risk Management, Insurance - Aviation, Insurance - Commercial, Contract Management, Litigation Management, Corporate Governance, Process Improvement, Business Development, Safety and HazMat, Aerospace, Aviation, Contract Negotiation, Negotiation, Helicopters, ITAR, Aircraft, Corporate Law, Aircraft Leasing, Procurement
Education
Temple University School of Law 1981 — 1984
JD
Saint Joseph's University
BS, Management/Marketing, Cum Laude
Jim Lawless Jim Lawless's Philadelphia National Bank Experience June 1983 - August 1984
Job Member, Butler Snow LLP
Industry Law Practice
Experience
Butler Snow LLP August 2007 - Present
Lawless Law Offices January 2005 - July 2007
Dechert LLP August 1987 - December 2004
SLM International, Inc. July 1992 - August 1993
Philadelphia National Bank June 1983 - August 1984
Skills
Informatics, Commercial Litigation, Litigation, Civil Litigation, Corporate Governance, Due Diligence, Arbitration, Product Liability, Bankruptcy, Legal Research, Litigation Support, Employment Law, Appeals, Joint Ventures, Class Actions, Securities Regulation, Trade Secrets
Education
American University Washington College of Law 1984 — 1987
JD, Law
Penn State University 1979 — 1983
BS, Business Administration
Butler Snow LLP August 2007 - Present
Lawless Law Offices January 2005 - July 2007
Dechert LLP August 1987 - December 2004
SLM International, Inc. July 1992 - August 1993
Philadelphia National Bank June 1983 - August 1984
Skills
Informatics, Commercial Litigation, Litigation, Civil Litigation, Corporate Governance, Due Diligence, Arbitration, Product Liability, Bankruptcy, Legal Research, Litigation Support, Employment Law, Appeals, Joint Ventures, Class Actions, Securities Regulation, Trade Secrets
Education
American University Washington College of Law 1984 — 1987
JD, Law
Penn State University 1979 — 1983
BS, Business Administration
Joseph Cozza Joseph Cozza's Philadelphia National Bank Experience 1984 - 1989
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
Ann Gill Ann Gill's Philadelphia National Bank Experience April 1985 - September 1987
Job Chief Philanthropic Officer at Vanguard Charitable
Industry Banking
Experience
Vanguard Charitable September 2013 - Present
Wells Fargo Bank January 2005 - July 2013
Wachovia Securities/First Union Bank August 1997 - December 2004
CoreStates Bank February 1997 - August 1997
CoreStates Bank June 1995 - February 1997
CoreStates Bank September 1987 - June 1995
Philadelphia National Bank April 1985 - September 1987
Philadelphia National Bank April 1983 - April 1985
Philadelphia National Bank March 1981 - April 1983
Philadelphia National Bank March 1980 - March 1981
Skills
Commercial Banking, Credit, Small Business Lending, Commercial Lending, Credit Analysis, Strategic Planning, Risk Management, Banking, Loans, Cash Management, Team Building, Team Leadership, Creative Problem Solving, Communication Skills, Talent Management, Leadership
Education
Rosemont College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and French
Vanguard Charitable September 2013 - Present
Wells Fargo Bank January 2005 - July 2013
Wachovia Securities/First Union Bank August 1997 - December 2004
CoreStates Bank February 1997 - August 1997
CoreStates Bank June 1995 - February 1997
CoreStates Bank September 1987 - June 1995
Philadelphia National Bank April 1985 - September 1987
Philadelphia National Bank April 1983 - April 1985
Philadelphia National Bank March 1981 - April 1983
Philadelphia National Bank March 1980 - March 1981
Skills
Commercial Banking, Credit, Small Business Lending, Commercial Lending, Credit Analysis, Strategic Planning, Risk Management, Banking, Loans, Cash Management, Team Building, Team Leadership, Creative Problem Solving, Communication Skills, Talent Management, Leadership
Education
Rosemont College 1973 — 1977
Bachelor of Arts (B.A.), Political Science and French
Bernie Smith Bernie Smith's Philadelphia National Bank Experience 1980 - 1982
Job Controller at KML Law Group P.C.
Industry Financial Services
Experience
KML Law Group P.C. February 2012 - Present
Radian Guaranty May 2008 - October 2011
GMAC Mortgage 1982 - 2008
Philadelphia National Bank 1980 - 1982
Skills
Financial Analysis, Financial Services, Leadership, Property Management, Operations Management, Analysis, Investments, Program Management, Auditing, Process Improvement, Microsoft Word, Microsoft Excel, Financial Risk, Valuation, Internal Controls, Microsoft Office, Strategic Planning, Business Strategy, Strategy, Business Analysis, Credit Risk, Mergers & Acquisitions, Business Development, Internal Audit, Managerial Finance, Loan Servicing, Loss Mitigation, PowerPoint, Team Building, Customer Service
Education
Philadelphia University 1976 — 1980
Finance, Accounting
Monsignor Bonner
KML Law Group P.C. February 2012 - Present
Radian Guaranty May 2008 - October 2011
GMAC Mortgage 1982 - 2008
Philadelphia National Bank 1980 - 1982
Skills
Financial Analysis, Financial Services, Leadership, Property Management, Operations Management, Analysis, Investments, Program Management, Auditing, Process Improvement, Microsoft Word, Microsoft Excel, Financial Risk, Valuation, Internal Controls, Microsoft Office, Strategic Planning, Business Strategy, Strategy, Business Analysis, Credit Risk, Mergers & Acquisitions, Business Development, Internal Audit, Managerial Finance, Loan Servicing, Loss Mitigation, PowerPoint, Team Building, Customer Service
Education
Philadelphia University 1976 — 1980
Finance, Accounting
Monsignor Bonner
J Heywood E Sloane J Heywood E Sloane's Philadelphia National Bank Experience 1971 - 1981
Job Principal, Diversified Services Group, Inc.
Industry Management Consulting
Experience
Diversified Services Group, Inc January 1992 - Present
Bank Insurance & Securities Assoc 2003 - 2010
Bank Securities Association 1996 - 2002
Bank Securities Journal 1992 - 1998
CDA Wiesenberger 1990 - 1992
Delaware Investments 1981 - 1990
Philadelphia National Bank 1971 - 1981
Skills
Strategic Financial..., Business Strategy, Marketing Communications, Product Development, Product Management, Business Development, Mergers, Public Relations, Banking, Start Up Ventures, Risk Management, Competitive Analysis, Investor Relations, Investment Management, Association Management, Non-profit Consulting, Fixed Annuities, Start-ups, Leadership, Mutual Funds, Investments, Retirement Planning, Insurance, Marketing, Securities, Mergers & Acquisitions, Financial Services, New Business Development, Alternative Investments, Management, Finance, Asset Allocation, Asset Management, Strategy, Restructuring, Due Diligence, Management Consulting, Business Planning, Venture Capital, Private Equity, Financial Advisory, Executive Management
Education
The London School of Economics and Political Science (LSE) 1975 — 1976
MSc, Management Studies
Haverford College 1966 — 1971
BA, Economics
Diversified Services Group, Inc January 1992 - Present
Bank Insurance & Securities Assoc 2003 - 2010
Bank Securities Association 1996 - 2002
Bank Securities Journal 1992 - 1998
CDA Wiesenberger 1990 - 1992
Delaware Investments 1981 - 1990
Philadelphia National Bank 1971 - 1981
Skills
Strategic Financial..., Business Strategy, Marketing Communications, Product Development, Product Management, Business Development, Mergers, Public Relations, Banking, Start Up Ventures, Risk Management, Competitive Analysis, Investor Relations, Investment Management, Association Management, Non-profit Consulting, Fixed Annuities, Start-ups, Leadership, Mutual Funds, Investments, Retirement Planning, Insurance, Marketing, Securities, Mergers & Acquisitions, Financial Services, New Business Development, Alternative Investments, Management, Finance, Asset Allocation, Asset Management, Strategy, Restructuring, Due Diligence, Management Consulting, Business Planning, Venture Capital, Private Equity, Financial Advisory, Executive Management
Education
The London School of Economics and Political Science (LSE) 1975 — 1976
MSc, Management Studies
Haverford College 1966 — 1971
BA, Economics
Robert R. Williams Robert R. Williams's Philadelphia National Bank Experience September 1973 - December 1985
Job Chairman of HengTian Services LLC and Insigma Hengtian Software Ltd.
Industry Information Technology and Services
Experience
HengTian Services LLC and Insigma Hengtian Software Ltd. 2006 - Present
State Street Corporation September 1987 - August 2003
Philadelphia National Bank September 1973 - December 1985
Education
University of Missouri-Kansas City 1972 — 1973
MA, Russian History
University of Pennsylvania 1966 — 1969
BA, Political Science and History
HengTian Services LLC and Insigma Hengtian Software Ltd. 2006 - Present
State Street Corporation September 1987 - August 2003
Philadelphia National Bank September 1973 - December 1985
Education
University of Missouri-Kansas City 1972 — 1973
MA, Russian History
University of Pennsylvania 1966 — 1969
BA, Political Science and History
Greg Zais Greg Zais's Philadelphia National Bank Experience June 1981 - June 1984
Job Senior Vice President at JLL
Industry Commercial Real Estate
Experience
JLL July 2008 - Present
The Staubach Company April 2003 - July 2008
Digitas, LLC June 2000 - March 2003
Fleet Financial Group, Inc. January 1998 - June 2000
Fleet Financial Group, Inc. March 1993 - December 1997
The Bank of New England 1990 - 1993
Unihab, Inc.. July 1987 - March 1990
Laventhol & Horwath June 1984 - October 1987
Philadelphia National Bank June 1981 - June 1984
Skills
Valuation, Financial Analysis, Business Development, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, Real Estate Development, New Business Development, Negotiation, Property Management, Private Equity, Project Management, Business Strategy, Budgets, Corporate Real Estate, Due Diligence, Real Estate, Risk Management, Dispositions
Education
University of Pennsylvania - The Wharton School 1981 — 1984
Accounting, Finance
Brown University 1979 — 1981
A.B., Political Science-Strategic Studies
Union College 1976 — 1978
None, Political Science, Economics
JLL July 2008 - Present
The Staubach Company April 2003 - July 2008
Digitas, LLC June 2000 - March 2003
Fleet Financial Group, Inc. January 1998 - June 2000
Fleet Financial Group, Inc. March 1993 - December 1997
The Bank of New England 1990 - 1993
Unihab, Inc.. July 1987 - March 1990
Laventhol & Horwath June 1984 - October 1987
Philadelphia National Bank June 1981 - June 1984
Skills
Valuation, Financial Analysis, Business Development, Commercial Real Estate, Financial Modeling, Investments, Portfolio Management, Real Estate Development, New Business Development, Negotiation, Property Management, Private Equity, Project Management, Business Strategy, Budgets, Corporate Real Estate, Due Diligence, Real Estate, Risk Management, Dispositions
Education
University of Pennsylvania - The Wharton School 1981 — 1984
Accounting, Finance
Brown University 1979 — 1981
A.B., Political Science-Strategic Studies
Union College 1976 — 1978
None, Political Science, Economics
William Beaumont William Beaumont's Philadelphia National Bank Experience 1970 - 1980
Job President at William J. Beaumont Consulting
Industry Management Consulting
Experience
La Salle University July 2012 - Present
William J. Beaumont Consulting May 2012 - Present
Centris September 2008 - May 2012
Weintraub Telecomm, LLC 2006 - 2008
Geisinger Health System 2005 - 2006
DecisionOne Corporation 1996 - 2005
SunGard Data Systems 1992 - 1995
CIGNA 1985 - 1992
Mutual Assurance Company 1980 - 1984
Philadelphia National Bank 1970 - 1980
Education
La Salle University 1978 — 1980
MBA, Finance
DeSales University 1966 — 1970
BA, Economics
La Salle University July 2012 - Present
William J. Beaumont Consulting May 2012 - Present
Centris September 2008 - May 2012
Weintraub Telecomm, LLC 2006 - 2008
Geisinger Health System 2005 - 2006
DecisionOne Corporation 1996 - 2005
SunGard Data Systems 1992 - 1995
CIGNA 1985 - 1992
Mutual Assurance Company 1980 - 1984
Philadelphia National Bank 1970 - 1980
Education
La Salle University 1978 — 1980
MBA, Finance
DeSales University 1966 — 1970
BA, Economics
May Lynn Rossi May Lynn Rossi's Philadelphia National Bank Experience 1981 - 1984
Job Owner at ML Rossi Consulting
Industry Consumer Goods
Experience
ML Rossi Consulting December 1995 - Present
Campbell Soup Company November 2011 - July 2013
Campbell Soup Company December 1995 - August 2011
Scott Paper Company 1987 - 1995
KPMG Peat Marwick 1984 - 1987
Philadelphia National Bank 1981 - 1984
Skills
Supply Chain..., Supply Chain, Leadership Development, SAP, Program Management, Process Improvement, Consumer Products, Supply Chain Management, Logistics, Cross-functional Team..., Strategy, Forecasting, ERP, Vendor Management, Business Process, Change Management, Demand Planning, Management, Business Process..., Inventory Management, Continuous Improvement, Integration, Manugistics, Warehousing, Project Planning, Training
Education
Drexel University 1982 — 1984
MBA, Management Information Systems
William & Mary 1977 — 1981
BA, Economics
ML Rossi Consulting December 1995 - Present
Campbell Soup Company November 2011 - July 2013
Campbell Soup Company December 1995 - August 2011
Scott Paper Company 1987 - 1995
KPMG Peat Marwick 1984 - 1987
Philadelphia National Bank 1981 - 1984
Skills
Supply Chain..., Supply Chain, Leadership Development, SAP, Program Management, Process Improvement, Consumer Products, Supply Chain Management, Logistics, Cross-functional Team..., Strategy, Forecasting, ERP, Vendor Management, Business Process, Change Management, Demand Planning, Management, Business Process..., Inventory Management, Continuous Improvement, Integration, Manugistics, Warehousing, Project Planning, Training
Education
Drexel University 1982 — 1984
MBA, Management Information Systems
William & Mary 1977 — 1981
BA, Economics
Betsy Fadem Betsy Fadem's Philadelphia National Bank Experience 1981 - 1983
Job Supervisor at Easttown Township
Industry Civic & Social Organization
Experience
Easttown Township 2014 - Present
Talbots 2008 - 2014
Tredyffrin/Easttown School District 2001 - 2013
Wells Fargo 1983 - 1990
Philadelphia National Bank 1981 - 1983
First Pennsylvania Bank 1976 - 1981
Education
Lafayette College 1972 — 1976
Bachelor's Degree, Economics
Springfield Township High School, Montgomery County 1968 — 1972
High School
Easttown Township 2014 - Present
Talbots 2008 - 2014
Tredyffrin/Easttown School District 2001 - 2013
Wells Fargo 1983 - 1990
Philadelphia National Bank 1981 - 1983
First Pennsylvania Bank 1976 - 1981
Education
Lafayette College 1972 — 1976
Bachelor's Degree, Economics
Springfield Township High School, Montgomery County 1968 — 1972
High School
Susan K. Becker Susan K. Becker's Philadelphia National Bank Experience July 1979 - July 1982
Job Marketing communication consultant | Writer/editor | Presentations/web copy | Financial & professional svcs, health care
Industry Marketing and Advertising
Experience
Becker Consulting Services July 1985 - Present
Stern School of Business, NYU January 1990 - December 2004
Bankers Trust Company September 1984 - February 1985
Chemical Bank September 1982 - August 1984
Philadelphia National Bank July 1979 - July 1982
Skills
Marketing Communications, Internal Communications, Bylined Articles, Content Development, White Papers, Communication Consulting, Ghostwriting, Visual Communication, Corporate Communications, Web-based Communication, Branding Initiatives, Financial Writing, Conducting Interviews, Training, Integrated Marketing, Media Skills Training, Thought Leadership, Financial Communications, Presentation Coaching, Marketing, Public Speaking, Consulting, Communication Training, Grant Writing, Proposal Writing, Qualitative Market..., Survey Design, Press Releases, Leadership Development, Coaching, Professional Services, B2B Marketing, Program Management, Management, Strategic Communications, Social Media Marketing, Organizational..., Higher Education, Finance, Social Media, Business Education, Teamwork, Marketing Strategy, Content Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
M.B.A., Finance
University of Pennsylvania
Ph.D., English
University of Pennsylvania
B.A., English
Becker Consulting Services July 1985 - Present
Stern School of Business, NYU January 1990 - December 2004
Bankers Trust Company September 1984 - February 1985
Chemical Bank September 1982 - August 1984
Philadelphia National Bank July 1979 - July 1982
Skills
Marketing Communications, Internal Communications, Bylined Articles, Content Development, White Papers, Communication Consulting, Ghostwriting, Visual Communication, Corporate Communications, Web-based Communication, Branding Initiatives, Financial Writing, Conducting Interviews, Training, Integrated Marketing, Media Skills Training, Thought Leadership, Financial Communications, Presentation Coaching, Marketing, Public Speaking, Consulting, Communication Training, Grant Writing, Proposal Writing, Qualitative Market..., Survey Design, Press Releases, Leadership Development, Coaching, Professional Services, B2B Marketing, Program Management, Management, Strategic Communications, Social Media Marketing, Organizational..., Higher Education, Finance, Social Media, Business Education, Teamwork, Marketing Strategy, Content Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
M.B.A., Finance
University of Pennsylvania
Ph.D., English
University of Pennsylvania
B.A., English
Jim Hudak Jim Hudak's Philadelphia National Bank Experience 1986 - 1988
Job President, CIT Corporate Finance
Industry Financial Services
Experience
CIT October 2008 - Present
CIT July 2002 - October 2008
Tyco Capital June 2001 - July 2002
CIT 1998 - June 2001
Newcourt Capital 1996 - 1998
AT&T Capital 1991 - 1996
Citibank 1989 - 1991
Philadelphia National Bank 1986 - 1988
Skills
Corporate Finance, Capital Markets
Education
Cornell University 1988 — 1990
MBA, Management
Bucknell University 1982 — 1986
BS, Finance/ Management
northwest catholic
CIT October 2008 - Present
CIT July 2002 - October 2008
Tyco Capital June 2001 - July 2002
CIT 1998 - June 2001
Newcourt Capital 1996 - 1998
AT&T Capital 1991 - 1996
Citibank 1989 - 1991
Philadelphia National Bank 1986 - 1988
Skills
Corporate Finance, Capital Markets
Education
Cornell University 1988 — 1990
MBA, Management
Bucknell University 1982 — 1986
BS, Finance/ Management
northwest catholic
Lorri Ewers Lorri Ewers's Philadelphia National Bank Experience June 1981 - August 1984
Job LORRI EWERS P.A. REALTOR, ABR, GRI
Industry Real Estate
Experience
Downing-Frye Realty Inc June 2009 - Present
John R. Wood Realtors Inc. December 2002 - June 2009
First Bank July 1998 - November 2001
Old Kent Bank October 1994 - July 1998
Harris Bank Glencoe September 1984 - June 1990
Philadelphia National Bank June 1981 - August 1984
Skills
Residential Homes, Property, ABR, Waterfront, Buyer Representation, Condos, Listings, New Home Sales, First Time Home Buyers, Relocation, Sellers, Single Family Homes
Education
Duke Fuqua School of Business 1979 — 1981
MBA, Marketing, Finance
University of Vermont 1976 — 1979
B.A. Economics/Political Science
Franklin College (Lugano, Switzerland) 1975 — 1976
Frankfurt International School (Oberursel, Germany) 1974 — 1975
High School Diploma
Overseas School of Rome (Rome, Italy) 1972 — 1974
Downing-Frye Realty Inc June 2009 - Present
John R. Wood Realtors Inc. December 2002 - June 2009
First Bank July 1998 - November 2001
Old Kent Bank October 1994 - July 1998
Harris Bank Glencoe September 1984 - June 1990
Philadelphia National Bank June 1981 - August 1984
Skills
Residential Homes, Property, ABR, Waterfront, Buyer Representation, Condos, Listings, New Home Sales, First Time Home Buyers, Relocation, Sellers, Single Family Homes
Education
Duke Fuqua School of Business 1979 — 1981
MBA, Marketing, Finance
University of Vermont 1976 — 1979
B.A. Economics/Political Science
Franklin College (Lugano, Switzerland) 1975 — 1976
Frankfurt International School (Oberursel, Germany) 1974 — 1975
High School Diploma
Overseas School of Rome (Rome, Italy) 1972 — 1974
Steve Weidman Steve Weidman's Philadelphia National Bank Experience September 1978 - June 1984
Job Senior Vice President at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. July 2008 - Present
Wachovia, A Wells Fargo Company January 1998 - June 2008
CoreStates Bank June 1984 - January 1998
Philadelphia National Bank September 1978 - June 1984
Skills
Commercial Banking, Cross Selling, Treasury Management, Middle Market, Risk Management, Community Service, Investments, Financial Risk, Financial Services, Treasury Services, Trading, Working Capital..., Sales, Relationship Management, Financial Analysis, Mortgage Banking, Banking, Cash Management, Commercial Lending
Education
Penn State University 1976 — 1978
MBA, Finance
Bucknell University 1972 — 1976
B.A., Economics
Santander Bank, N.A. July 2008 - Present
Wachovia, A Wells Fargo Company January 1998 - June 2008
CoreStates Bank June 1984 - January 1998
Philadelphia National Bank September 1978 - June 1984
Skills
Commercial Banking, Cross Selling, Treasury Management, Middle Market, Risk Management, Community Service, Investments, Financial Risk, Financial Services, Treasury Services, Trading, Working Capital..., Sales, Relationship Management, Financial Analysis, Mortgage Banking, Banking, Cash Management, Commercial Lending
Education
Penn State University 1976 — 1978
MBA, Finance
Bucknell University 1972 — 1976
B.A., Economics
Donald Likens Donald Likens's Philadelphia National Bank Experience 1978 - 1981
Job Systems Programmer at Infosec Inc.
Industry Information Services
Experience
Infosec Inc. September 2010 - Present
Aon 1991 - December 2007
Combined Insurance of America 1991 - 2007
Aon Corporation November 1985 - November 1991
Neshaminy Valley Information Processing/Aon Corporation 1981 - 1985
NVIP 1981 - 1985
Philadelphia National Bank 1978 - 1981
Skills
REXX, Mainframe, Leadership, Team Building, Lotus Notes, IBM Mainframe, JCL, COBOL, PMP, Software Installation, Project Management, Management, MS Project, Budgets, z/OS, SDLC, Contract Negotiation, Microsoft Office
Education
Villanova University 2007 — 2007
Certified, Project Management
University of Pittsburgh 1969 — 1973
Infosec Inc. September 2010 - Present
Aon 1991 - December 2007
Combined Insurance of America 1991 - 2007
Aon Corporation November 1985 - November 1991
Neshaminy Valley Information Processing/Aon Corporation 1981 - 1985
NVIP 1981 - 1985
Philadelphia National Bank 1978 - 1981
Skills
REXX, Mainframe, Leadership, Team Building, Lotus Notes, IBM Mainframe, JCL, COBOL, PMP, Software Installation, Project Management, Management, MS Project, Budgets, z/OS, SDLC, Contract Negotiation, Microsoft Office
Education
Villanova University 2007 — 2007
Certified, Project Management
University of Pittsburgh 1969 — 1973
David Fleishman David Fleishman's Philadelphia National Bank Experience March 1979 - June 1987
Job Sr. PreSale Consultant Workload Automation
Industry Computer Software
Experience
ASG August 2005 - Present
BMC Software April 2015 - September 2015
Diversified Software, Inc.(Phila.PA) August 2005 - July 2006
CompuCom March 2004 - August 2005
Ciber Inc. October 2003 - April 2004
Bennett Management Services, Inc. February 1999 - March 2000
IMS America, LTD March 1988 - October 1997
Philadelphia National Bank March 1979 - June 1987
Philadelphia Savings Fund Society March 1976 - May 1979
Skills
SAS, JCL, TSO, IBM Utilities, IBM Mainframe, VTAM, CLIST, REXX, Scheduling, COBOL, Change Management, Supervisory Skills, Production Support, Batch Processing, Fileaid, DFSORT, Omegamon, FDR, Dasd, JES2, SDSF, TWS, Information Management, Job Scheduling, DB2, IMS DB/DC, Visio, Syncsort, Endevor, SMP/E, Oracle, PowerBuilder, Visual Basic, MS Office Suite, Access, CICS, Xpediter, Strobe, Software Implementation, Mainframe, RACF, MVS, SDLC, Disaster Recovery, VSAM, Strobe Lighting, OS/390, FTP, Process Scheduler, Databases
Education
Temple University 1976 — 1978
Mastbaum 1973 — 1976
Montgomery County Community College
ASG August 2005 - Present
BMC Software April 2015 - September 2015
Diversified Software, Inc.(Phila.PA) August 2005 - July 2006
CompuCom March 2004 - August 2005
Ciber Inc. October 2003 - April 2004
Bennett Management Services, Inc. February 1999 - March 2000
IMS America, LTD March 1988 - October 1997
Philadelphia National Bank March 1979 - June 1987
Philadelphia Savings Fund Society March 1976 - May 1979
Skills
SAS, JCL, TSO, IBM Utilities, IBM Mainframe, VTAM, CLIST, REXX, Scheduling, COBOL, Change Management, Supervisory Skills, Production Support, Batch Processing, Fileaid, DFSORT, Omegamon, FDR, Dasd, JES2, SDSF, TWS, Information Management, Job Scheduling, DB2, IMS DB/DC, Visio, Syncsort, Endevor, SMP/E, Oracle, PowerBuilder, Visual Basic, MS Office Suite, Access, CICS, Xpediter, Strobe, Software Implementation, Mainframe, RACF, MVS, SDLC, Disaster Recovery, VSAM, Strobe Lighting, OS/390, FTP, Process Scheduler, Databases
Education
Temple University 1976 — 1978
Mastbaum 1973 — 1976
Montgomery County Community College
Joseph Gibbs, CPA Joseph Gibbs, CPA's Philadelphia National Bank Experience 1986 - 1987
Job Tax Manager at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania 2006 - Present
United Refrigeration Inc. 2002 - 2006
Cover & Rossiter, PA 1999 - 2002
CDI Corporation, Inc. 1989 - 1999
Coopers & Lybrand Consulting 1987 - 1989
Philadelphia National Bank 1986 - 1987
Skills
Corporate Tax, Tax Research, Tax Preparation, Accounting, Multi-state tax returns, Multi-State Sales Tax, Not for Profit, Tax, Tax Returns, Accruals, Not-for-profit, CPA, Microsoft Office, Account Reconciliation, Income Tax, QuickBooks, Microsoft Excel, State Tax, PowerPoint, Sales & Use Tax, Microsoft Word, Partnership Taxation, Sales Tax, Tax Accounting
Education
University of Pittsburgh 1981 — 1986
Bachelor's of Science, Business / Accounting
Central High School of Philadelphia 1977 — 1981
University of Pennsylvania 2006 - Present
United Refrigeration Inc. 2002 - 2006
Cover & Rossiter, PA 1999 - 2002
CDI Corporation, Inc. 1989 - 1999
Coopers & Lybrand Consulting 1987 - 1989
Philadelphia National Bank 1986 - 1987
Skills
Corporate Tax, Tax Research, Tax Preparation, Accounting, Multi-state tax returns, Multi-State Sales Tax, Not for Profit, Tax, Tax Returns, Accruals, Not-for-profit, CPA, Microsoft Office, Account Reconciliation, Income Tax, QuickBooks, Microsoft Excel, State Tax, PowerPoint, Sales & Use Tax, Microsoft Word, Partnership Taxation, Sales Tax, Tax Accounting
Education
University of Pittsburgh 1981 — 1986
Bachelor's of Science, Business / Accounting
Central High School of Philadelphia 1977 — 1981
Dr. Harriette Bettis-Outland's Philadelphia National Bank Experience January 1982 - June 1984
Job Associate Professor of Marketing at University of West Florida
Industry Market Research
Experience
University of West Florida December 2014 - Present
Center for Market Analysis and Planning December 2009 - Present
University of West Florida July 2003 - December 2014
Springhill College July 2002 - June 2003
IBM, Lotus Development November 1984 - January 1995
Philadelphia National Bank January 1982 - June 1984
Skills
Marketing Research, Marketing Strategy, CRM, Business Analytics, Sales, Teaching, Training, Trade Shows, Business Planning, Systems Engineering, Industry Analyst
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2002
Ph.D., Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business
University of South Alabama
B.S
University of West Florida December 2014 - Present
Center for Market Analysis and Planning December 2009 - Present
University of West Florida July 2003 - December 2014
Springhill College July 2002 - June 2003
IBM, Lotus Development November 1984 - January 1995
Philadelphia National Bank January 1982 - June 1984
Skills
Marketing Research, Marketing Strategy, CRM, Business Analytics, Sales, Teaching, Training, Trade Shows, Business Planning, Systems Engineering, Industry Analyst
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 2002
Ph.D., Marketing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Business
University of South Alabama
B.S
Rip Scott's Philadelphia National Bank Experience June 1974 - April 1975
Job Investment Industry Executive, Former Automobile Dealer, Fundraiser, President of Raymond P. Scott III Real Estate Trust
Industry Real Estate
Experience
Raymond P Scott lll Real Estate Trust July 2000 - Present
Conestoga Capital Advisors February 2002 - December 2005
Raymond P. Scott, Incorporated September 1981 - June 2000
Miller, Anderson and Sherrerd June 1977 - August 1981
Kidder, Peabody & Co. May 1975 - May 1977
Philadelphia National Bank June 1974 - April 1975
Skills
Strategic Planning, Portfolio Management, Fundraising, Investment Banking, Investments, Marketing Strategy, Banking, Management, Marketing, Equities, Real Estate, New Business Development, Investment Advisory, Investment Management, Sales Management, Coaching, Non-profits, Sales, Retail, Public Speaking
Education
Duke University 1970 — 1974
BA, Economics and Political Science
Raymond P Scott lll Real Estate Trust July 2000 - Present
Conestoga Capital Advisors February 2002 - December 2005
Raymond P. Scott, Incorporated September 1981 - June 2000
Miller, Anderson and Sherrerd June 1977 - August 1981
Kidder, Peabody & Co. May 1975 - May 1977
Philadelphia National Bank June 1974 - April 1975
Skills
Strategic Planning, Portfolio Management, Fundraising, Investment Banking, Investments, Marketing Strategy, Banking, Management, Marketing, Equities, Real Estate, New Business Development, Investment Advisory, Investment Management, Sales Management, Coaching, Non-profits, Sales, Retail, Public Speaking
Education
Duke University 1970 — 1974
BA, Economics and Political Science
David P. Kollock's Philadelphia National Bank Experience 1982 - 1984
Job managing director at glenthorne capital inc
Industry Financial Services
Experience
glenthorne capital inc 1984 - Present
Philadelphia National Bank 1982 - 1984
Towers Perrin 1979 - 1982
Quaker Chemical 1977 - 1979
Philadelphia Resins Inc June 1964 - October 1977
Skills
Strategic Planning, Divestitures, Corporate Development, Marketing Strategy, Corporate Finance, Private Equity, Mergers, Restructuring
Education
Wharton School, University of Pennsylvania 1978 — 1980
MBA, Management
University of Pennsylvania - The Wharton School 1959 — 1964
BS ,, Finance, Management
glenthorne capital inc 1984 - Present
Philadelphia National Bank 1982 - 1984
Towers Perrin 1979 - 1982
Quaker Chemical 1977 - 1979
Philadelphia Resins Inc June 1964 - October 1977
Skills
Strategic Planning, Divestitures, Corporate Development, Marketing Strategy, Corporate Finance, Private Equity, Mergers, Restructuring
Education
Wharton School, University of Pennsylvania 1978 — 1980
MBA, Management
University of Pennsylvania - The Wharton School 1959 — 1964
BS ,, Finance, Management
Sally Moser's Philadelphia National Bank Experience July 1979 - July 1983
Job Retired Business Person
Industry Financial Services
Experience
CIGNA September 1985 - June 1989
First Pennsylvania Bank, NA March 1985 - September 1985
Philadelphia National Bank July 1979 - July 1983
Education
The Wharton School, University of Pennsylvania 1983 — 1985
MBA, Finance
Smith College 1972 — 1976
BA, Economics, Hispanic Literature
CIGNA September 1985 - June 1989
First Pennsylvania Bank, NA March 1985 - September 1985
Philadelphia National Bank July 1979 - July 1983
Education
The Wharton School, University of Pennsylvania 1983 — 1985
MBA, Finance
Smith College 1972 — 1976
BA, Economics, Hispanic Literature
Baxter Sharon's Philadelphia National Bank Experience February 1979 - December 2002
Job Adjunct Field Education Specialist at Temple University College of Health Professions and Social Work
Industry Mental Health Care
Experience
Temple University College of Health professions and Social Work August 2011 - Present
Temple University College of Health Professions and Social Work August 2011 - Present
School District of Philadelphia February 2000 - March 2010
Philadelphia National Bank February 1979 - December 2002
Education
Temple University - James E. Beasley School of Law 2005 — 2009
Family Law
Temple University School of Social Work 2007 — 2008
Master, Social Work
Community College of Philadelphia
Associate of Arts and Sciences (A.A.S.), Social Work
Temple University College of Health professions and Social Work August 2011 - Present
Temple University College of Health Professions and Social Work August 2011 - Present
School District of Philadelphia February 2000 - March 2010
Philadelphia National Bank February 1979 - December 2002
Education
Temple University - James E. Beasley School of Law 2005 — 2009
Family Law
Temple University School of Social Work 2007 — 2008
Master, Social Work
Community College of Philadelphia
Associate of Arts and Sciences (A.A.S.), Social Work
Tony Rosetti's Philadelphia National Bank Experience 1979 - 1995
Job FCN Product Manager at Fiserv
Industry Banking
Experience
Fiserv January 2007 - Present
Automated Financial Systems 1994 - 2006
Philadelphia National Bank 1979 - 1995
Skills
Product Management, Banking, Payment Systems, Payments, Process Improvement, Product Development, Consulting, Internet Banking, Program Management, ACH, Requirements Analysis, Mobile Payments, Payment Card Processing, Mobile Banking
Education
Bishop Eustace Prep
Temple University
Fiserv January 2007 - Present
Automated Financial Systems 1994 - 2006
Philadelphia National Bank 1979 - 1995
Skills
Product Management, Banking, Payment Systems, Payments, Process Improvement, Product Development, Consulting, Internet Banking, Program Management, ACH, Requirements Analysis, Mobile Payments, Payment Card Processing, Mobile Banking
Education
Bishop Eustace Prep
Temple University
Carter Lee's Philadelphia National Bank Experience 1985 - 1992
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Concord/EPS 1985 - 2005
First Data Corporation 2001 - 2004
Corestates Bank 1985 - 1995
Philadelphia National Bank 1985 - 1992
MidLantic Bank 1975 - 1983
Skills
Debit Cards, Transaction Processing, Payment Systems, Payments, Credit Cards, Payment Card Processing
Education
Fairleigh Dickinson University 1980 — 1982
MBA, Management
Moravian College 1971 — 1975
History
Concord/EPS 1985 - 2005
First Data Corporation 2001 - 2004
Corestates Bank 1985 - 1995
Philadelphia National Bank 1985 - 1992
MidLantic Bank 1975 - 1983
Skills
Debit Cards, Transaction Processing, Payment Systems, Payments, Credit Cards, Payment Card Processing
Education
Fairleigh Dickinson University 1980 — 1982
MBA, Management
Moravian College 1971 — 1975
History
Katharine 0'Brien Hohorst's Philadelphia National Bank Experience April 1979 - 1982
Job Owner Student Employment Software LLC
Industry Computer Software
Experience
Student Employment Software LLC January 2008 - Present
ING Formerly NMB 1992 - 1993
First Chicago, New York April 1987 - 1991
Merrill Lynch International Bank April 1982 - April 1987
Philadelphia National Bank April 1979 - 1982
Education
Mount Holyoke College 1975 — 1979
BA, Economics, Spanish
Student Employment Software LLC January 2008 - Present
ING Formerly NMB 1992 - 1993
First Chicago, New York April 1987 - 1991
Merrill Lynch International Bank April 1982 - April 1987
Philadelphia National Bank April 1979 - 1982
Education
Mount Holyoke College 1975 — 1979
BA, Economics, Spanish
Cheryl Holley's Philadelphia National Bank Experience 1973 - 1980
Job Director, Convention and Special Eveents at OMNY Awards, Inc.
Industry Events Services
Experience
OMNY Awards, Inc. July 2010 - June 2011
Philadelphia National Bank 1973 - 1980
Skills
Social Media, Event Planning, Event Management, Microsoft Office, Online Advertising, Public Speaking, Customer Service, Public Relations, Fundraising, Marketing Communications, Blogging, Advertising, Online Marketing, Social Networking, Marketing, Social Media Marketing, Press Releases, Community Outreach, Media Relations, Nonprofits, Entertainment, Leadership, Strategic Communications, Creative Writing, Editing, Marketing Strategy, Strategic Planning
Education
Howard University 1967 — 1970
High School 1964 — 1967
OMNY Awards, Inc. July 2010 - June 2011
Philadelphia National Bank 1973 - 1980
Skills
Social Media, Event Planning, Event Management, Microsoft Office, Online Advertising, Public Speaking, Customer Service, Public Relations, Fundraising, Marketing Communications, Blogging, Advertising, Online Marketing, Social Networking, Marketing, Social Media Marketing, Press Releases, Community Outreach, Media Relations, Nonprofits, Entertainment, Leadership, Strategic Communications, Creative Writing, Editing, Marketing Strategy, Strategic Planning
Education
Howard University 1967 — 1970
High School 1964 — 1967
Kirk Newsom's Philadelphia National Bank Experience June 1967 - June 1977
Job Past Board President, Rail Trail Council of Northeastern PA
Industry Human Resources
Experience
Northeast PA Rail Trail Council April 2008 - Present
Buckeye Pipeline 1985 - 1997
Philadelphia National Bank June 1967 - June 1977
Arco Chemical Co./Oxirane 1967 - 1977
Skills
Contract Negotiation, Project Management, Human Resources, Strategic Planning, Employee Benefits, Public Speaking, Team Building, Organizational..., Meeting Planning, Meeting Facilitation, Leadership, Policy
Education
Weidner University 1964 — 1967
B. A Liberal Arts, English, French Literature
University of Maine 1959 — 1961
Mechanical Engineering
Gould Academy 1957 — 1959
College Prep
Northeast PA Rail Trail Council April 2008 - Present
Buckeye Pipeline 1985 - 1997
Philadelphia National Bank June 1967 - June 1977
Arco Chemical Co./Oxirane 1967 - 1977
Skills
Contract Negotiation, Project Management, Human Resources, Strategic Planning, Employee Benefits, Public Speaking, Team Building, Organizational..., Meeting Planning, Meeting Facilitation, Leadership, Policy
Education
Weidner University 1964 — 1967
B. A Liberal Arts, English, French Literature
University of Maine 1959 — 1961
Mechanical Engineering
Gould Academy 1957 — 1959
College Prep
Ron Franklin's Philadelphia National Bank Experience January 1975 - December 1989
Job Underwriter at Franklin Financial
Industry Banking
Experience
Franklin Financial January 1980 - Present
Cosmopolitan Mortgage Bank January 1998 - December 2006
Miami National Bank January 1989 - December 1998
Philadelphia National Bank January 1975 - December 1989
Skills
Venture Capital, Real Estate, Investment Properties, Loans, Mortgage Lending, Investments, Real Estate Economics, Funding, Investors, Credit, Real Estate Financing, Residential Homes, Real Estate Transactions, Appraisals, Valuation, FHA, Private Equity, Finance, Mortgage Banking, Residential Mortgages, Short Sales, REO, Refinance, Portfolio Management, Commercial Lending, Commercial Mortgages, Property, Credit Analysis, HUD, Sellers, Loss Mitigation, Financial Structuring, Property Management, First Time Home Buyers, Real Estate Development, Construction Loans, Commercial Real Estate, Due Diligence, Loan Origination, Underwriting, USDA, Leases, Asset Management, Banking, Foreclosures, Brokerage, Asset, Asset Managment, Loan Modifications, FHA financing
Education
Keller Graduate School of Management 2011 — 2013
M.B.A. Finance
Community College of Philadelphia 2010 — 2013
A.D.C., Architecture
Drexel University 1972 — 1977
BS Accounting, Accounting
Franklin Financial January 1980 - Present
Cosmopolitan Mortgage Bank January 1998 - December 2006
Miami National Bank January 1989 - December 1998
Philadelphia National Bank January 1975 - December 1989
Skills
Venture Capital, Real Estate, Investment Properties, Loans, Mortgage Lending, Investments, Real Estate Economics, Funding, Investors, Credit, Real Estate Financing, Residential Homes, Real Estate Transactions, Appraisals, Valuation, FHA, Private Equity, Finance, Mortgage Banking, Residential Mortgages, Short Sales, REO, Refinance, Portfolio Management, Commercial Lending, Commercial Mortgages, Property, Credit Analysis, HUD, Sellers, Loss Mitigation, Financial Structuring, Property Management, First Time Home Buyers, Real Estate Development, Construction Loans, Commercial Real Estate, Due Diligence, Loan Origination, Underwriting, USDA, Leases, Asset Management, Banking, Foreclosures, Brokerage, Asset, Asset Managment, Loan Modifications, FHA financing
Education
Keller Graduate School of Management 2011 — 2013
M.B.A. Finance
Community College of Philadelphia 2010 — 2013
A.D.C., Architecture
Drexel University 1972 — 1977
BS Accounting, Accounting
Margaret Guerina's Philadelphia National Bank Experience April 1974 - June 1986
Job Certified Municipal Court Administrator at Tabernacle Township
Industry Government Administration
Experience
Tabernacle Township December 1993 - Present
Philadelphia National Bank April 1974 - June 1986
Skills
Leadership, Notary Public, Microsoft Office, Outlook, Legal Documents, Courts, Westlaw, Government, Office Management, Strategic Planning, Administrative..., PowerPoint, Policy, Microsoft Excel, Litigation, Calendaring, Legal Assistance, Customer Service, Confidentiality, Microsoft Word, Legal Research, Office Administration, Legal Writing, Wordperfect, Data Entry
Education
Peirce College 1972 — 1974
Associates, Legal Secretary
Tabernacle Township December 1993 - Present
Philadelphia National Bank April 1974 - June 1986
Skills
Leadership, Notary Public, Microsoft Office, Outlook, Legal Documents, Courts, Westlaw, Government, Office Management, Strategic Planning, Administrative..., PowerPoint, Policy, Microsoft Excel, Litigation, Calendaring, Legal Assistance, Customer Service, Confidentiality, Microsoft Word, Legal Research, Office Administration, Legal Writing, Wordperfect, Data Entry
Education
Peirce College 1972 — 1974
Associates, Legal Secretary
Nancy Boyd's Philadelphia National Bank Experience 1985 - 1989
Job Human Resources Professional
Industry Human Resources
Experience
NHS Human Services 2007 - 2010
NKB Consulting 1998 - 2007
First Union National Bank 1995 - 1998
CoreStates Bank, N.A. 1993 - 1995
Philadelphia International Bank 1989 - 1993
Philadelphia National Bank 1985 - 1989
Philadelphia National Bank 1980 - 1985
Skills
Employee Relations, Organizational..., Leadership Development, Human Resources, Training, HRIS, Performance Management, Culture Change, HR Consulting, Employment Law, Talent Management, Succession Planning, Career Development, Change Management, Payroll, Labor Relations, Team Building, Executive Coaching, Deferred Compensation, Management, Recruiting, Employee Engagement, Personnel Management, Employee Benefits
Education
East Tennessee State University
M.A.T., Education
East Tennessee State University
Bachelor of Science (B.S.)
NHS Human Services 2007 - 2010
NKB Consulting 1998 - 2007
First Union National Bank 1995 - 1998
CoreStates Bank, N.A. 1993 - 1995
Philadelphia International Bank 1989 - 1993
Philadelphia National Bank 1985 - 1989
Philadelphia National Bank 1980 - 1985
Skills
Employee Relations, Organizational..., Leadership Development, Human Resources, Training, HRIS, Performance Management, Culture Change, HR Consulting, Employment Law, Talent Management, Succession Planning, Career Development, Change Management, Payroll, Labor Relations, Team Building, Executive Coaching, Deferred Compensation, Management, Recruiting, Employee Engagement, Personnel Management, Employee Benefits
Education
East Tennessee State University
M.A.T., Education
East Tennessee State University
Bachelor of Science (B.S.)
Carlotta Carradice's Philadelphia National Bank Experience August 1970 - June 1978
Job German and English teacher at PhilMont Christian Academy
Industry Education Management
Experience
Phil-Mont Christian Academy September 1987 - Present
Open Door Christian Academy September 1983 - June 1990
Philadelphia National Bank August 1970 - June 1978
Skills
Teaching, Tutoring, German, Elementary Education, Teacher Training, Teaching Reading, Lesson Planning, English, Classroom Management, Classroom, Editing, PowerPoint, Curriculum Design, Educational Leadership, Curriculum Development
Education
Saint Joseph's University 1994 — 1999
MSEd, Secondary Education and Teaching
Temple University 1966 — 1970
Bachelor of Arts (B.A.), Foreign Languages and Literatures, magna cum laude
Phil-Mont Christian Academy September 1987 - Present
Open Door Christian Academy September 1983 - June 1990
Philadelphia National Bank August 1970 - June 1978
Skills
Teaching, Tutoring, German, Elementary Education, Teacher Training, Teaching Reading, Lesson Planning, English, Classroom Management, Classroom, Editing, PowerPoint, Curriculum Design, Educational Leadership, Curriculum Development
Education
Saint Joseph's University 1994 — 1999
MSEd, Secondary Education and Teaching
Temple University 1966 — 1970
Bachelor of Arts (B.A.), Foreign Languages and Literatures, magna cum laude
Jackie Ferrara's Philadelphia National Bank Experience September 1982 - April 1986
Job Logistics Manager at Georgetown Hospital System
Industry Hospital & Health Care
Experience
Georgetown Hospital System January 2015 - Present
Georgetown Hospital System July 2012 - Present
Kessler Memorial Hospital April 2002 - March 2005
Our Lady of Lourdes Medical Center November 1991 - April 2002
Thomas Jefferson University Hospitals 1989 - 1991
St. Agnes Medical Center 1986 - 1989
Philadelphia National Bank September 1982 - April 1986
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nursing, Physician Relations, HIPAA, EHR, Meditech
Education
University of Phoenix 2010 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
North Carolina State University 2012 — 2012
Green Belt Lean Six Sigma
Georgetown Hospital System January 2015 - Present
Georgetown Hospital System July 2012 - Present
Kessler Memorial Hospital April 2002 - March 2005
Our Lady of Lourdes Medical Center November 1991 - April 2002
Thomas Jefferson University Hospitals 1989 - 1991
St. Agnes Medical Center 1986 - 1989
Philadelphia National Bank September 1982 - April 1986
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nursing, Physician Relations, HIPAA, EHR, Meditech
Education
University of Phoenix 2010 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
North Carolina State University 2012 — 2012
Green Belt Lean Six Sigma
Patricia Schama's Philadelphia National Bank Experience October 1987 - September 1997
Job Customer Service Representative at Penn Distribution, Inc.
Industry Wholesale
Experience
Penn Distribution, Inc. October 2007 - Present
Shearson Lehman/American Express September 1997 - October 2007
Philadelphia National Bank October 1987 - September 1997
Education
Saint Joseph's University 1984 — 1986
2 Years, Business
Roxborough High 1974 — 1977
Diploma, Academic
Penn Distribution, Inc. October 2007 - Present
Shearson Lehman/American Express September 1997 - October 2007
Philadelphia National Bank October 1987 - September 1997
Education
Saint Joseph's University 1984 — 1986
2 Years, Business
Roxborough High 1974 — 1977
Diploma, Academic
Capital One
SunTrust Bank
M&T Bank
First Citizens Bank
Peoples United Bank
UMB Bank
SunTrust
Associated Bank