Sheshunoff Consulting + Solutions
Industry: Company
DescriptionSheshunoff Consulting + Solutions is a company that provides consulting and advisory services to the financial services industry. It was founded in 1971 as Sheshunoff Information Services, was later sold away from and then back to Sheshunoff Management Services, and then re-named Sheshunoff Consulting + Solutions. Founded: 1972 Subsidiaries: Bennington Partners, LLC, Brintech, Inc, Alex eBanking Solutions, Inc.
Sheshunoff Consulting + Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sheshunoff Consulting + Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sheshunoff Consulting + Solutions Employees
Dell June 2010 - Present
Dell November 2000 - June 2010
Sheshunoff Consulting + Solutions November 1998 - November 2000
IBM Tivoli Software October 1987 - November 1998
Skills
Software Development, Testing, Linux, Software Engineering, Scrum, SDLC, Databases, TCP/IP, Web Services, Storage, Architecture
Education
University of Minnesota-Twin Cities
Bazaarvoice April 2014 - Present
Bazaarvoice January 2012 - April 2014
Sheshunoff Consulting + Solutions January 2011 - January 2012
Sheshunoff Information Services January 2009 - January 2011
Vista Search Group January 2008 - December 2008
Sheshunoff Information Services March 2006 - January 2008
ITT Technical Institute 2003 - 2004
Austin Chronicle 1999 - 2003
Skills
Social Media, Social Analytics, Customer Engagement, Network Syndication, Customer Intelligence, Channel Marketing, Brand Awareness, Brand Loyalty, Consumer Insights, E-commerce, Conversion Optimization, Consumer Behavior, Market Development, Social Networking, Direct Sales, Consultative Selling, Lead Generation, SEO, Customer Retention, Account Management, Salesforce.com, Sales, Sales Process, Leadership, Enterprise Software, Multi-channel Marketing, Business Development, SaaS, Solution Selling, Strategy, Customer Service, Professional..., Student Affairs, Student Engagement
Education
University of Illinois at Urbana-Champaign
B.S.
Aprima Medical Software, Inc. May 2015 - Present
ProTom International, Inc October 2014 - April 2015
Great American Insurance January 2013 - February 2014
Department of State Health Servcies March 2010 - January 2013
Department of State Health Services 2010 - 2011
CSC January 2008 - January 2010
Sheshunoff Consulting + Solutions June 2005 - 2008
Skills
SDLC, Integration, Software Development, Quality Assurance, Testing, ERP, Analysis, Management, Leadership, Project Planning, C#, Visual Basic, Architectures, IT Operations, Information Technology, Infrastructure, System Deployment, Business Analysis, IT Management, SharePoint, Disaster Recovery, Vendor Management
Education
St. Edward's University 2008 — 2011
Bachelor of Arts (BA), Computer Systems Management
Oakland Community College 2000 — 2003
Associate of Arts and Sciences (AAS), Computer Infoirmation Systems
Sheshunoff Consulting + Solutions
Skills
Retail Banking, Financial Services, Commercial Banking, Relationship Management, Banking, New Business Development, Commercial Lending, Credit Analysis, Risk Management, Customer Service
Education
The University of Texas at Austin
Bachelor of Fine Arts (B.F.A.)
University of Texas at Austin
Bachelor of Fine Arts (BFA)
Sheshunoff Consulting + Solutions November 2008 - Present
SAGA Alternative Investment Management Company LLC February 2005 - October 2008
CypressTree Investment Management Company Inc. January 2001 - January 2005
Mizuho Corporate Bank June 1998 - October 2000
AMNEX,Inc June 1997 - June 1998
Ryoshin Leasing (USA) Inc. October 1988 - March 1997
Merrill Lynch July 1983 - October 1988
Bankers Trust Company July 1978 - March 1982
Skills
Credit Analysis, Asset Management, Loan Review, Portfolio Management, Structured Finance, Financial Structuring, Alternative Investments, Risk Management, Hedge Funds, Derivatives, Capital Markets, Real Estate Lending, Banking, Construction Lending, Investments
Education
New York University 1974 — 1978
BS, Accounting
McGladrey LLP April 2012 - Present
Sheshunoff Consulting + Solutions May 2008 - February 2012
Trade Technologies, Inc. March 2007 - May 2008
USS Topeka (SSN-754) 2000 - 2005
Skills
Business Development, Product Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin
Sheshunoff Consulting + Solutions June 2007 - Present
Skills
Financial Institutions, Enterprise Risk..., Risk Management, Retail Banking, Banking, Loans, Management, Commercial Banking, Financial Analysis, Credit, Financial Risk, Strategic Planning, Credit Analysis, Mortgage Lending, Financial Modeling, Commercial Lending, Underwriting, Portfolio Management, Leadership, Financial Services
Education
New York University
Master of Business Administration (MBA)
University of Southern Mississippi
Bachelor of Science (BS), Finance, General
NAVEX Global August 2012 - Present
Harte-Hanks, Inc. May 2011 - June 2012
Sheshunoff Information Services February 2008 - February 2009
Sheshunoff Consulting + Solutions February 2006 - February 2008
Education
Texas Tech University 1993 — 1995
Business/Sales/Marketing
dina vaught
Bank Solutions Group, LLC October 2014 - Present
Virtual Compliance Management May 2014 - July 2014
Austin Associates, LLC April 2012 - January 2014
Sheshunoff Consulting + Solutions November 2009 - June 2011
Sheshunoff Consulting + Solutions February 2005 - November 2009
Sheshunoff Consulting + Solutions October 2000 - February 2005
Sheshunoff Information Services January 1998 - August 2000
Sheshunoff Information Services January 1995 - December 1997
Skills
CRM, Lead Generation, Business Development, Email Marketing, Marketing, Start-ups, Salesforce.com, Strategy, New Business Development, Banking, Sales, Leadership, Management Consulting, Sales Process, Management, Financial Services
Education
The University of Texas at Austin
BBA, Business Administration and Management, General
The University of Texas at Austin
BA, Psychology
L. Michael Wofford, Consultants & Advisors March 2011 - Present
Sheshunoff Consulting + Solutions April 2010 - March 2011
Brintech 2004 - 2010
Skills
Contract Negotiation, Technology Evaluation, vendor analysis, Banking, Enterprise Risk..., Risk Management, Compliance, Vendor Management, Credit, Executive Management, Mergers & Acquisitions, Financial Services, Retail Banking, CRM, Change Management, Loans, Financial Risk, Commercial Lending, Commercial Banking, EFT/Debit Card..., Pricing Negotiations..., Consulting, Payments, Due Diligence
Education
University of South Carolina - The Moore School of Business 1975 — 1978
MBA, Finance
University of South Carolina - The Moore School of Business 1968 — 1972
BS, Accounting
Pizzazz Marketing-- www.pizzazzmarketing.com January 2010 - Present
The C12 Group 2010 - 2014
Sheshunoff Consulting + Solutions July 2001 - August 2010
Bazzirk Advertising Agency May 2000 - July 2001
Electro Industries June 1998 - April 2000
List Technology Systems June 1997 - June 1998
Skills
Strategic Planning, Salesforce.com, Email Marketing
Education
University at Albany, SUNY 1993 — 1997
Bachelors, Marketing Communications and Journalism
Private events and various non-profit organizations 2004 - Present
Prudential Mortgage Capital Company 2001 - 2004
BrixandMortar.com 1999 - 2001
Nomura Securities International 1997 - 1999
Wells Fargo 1992 - 1997
NCNB 1989 - 1992
Jane and Vics Texas Pecan Pralines 1987 - 1989
Sheshunoff Consulting + Solutions 1986 - 1987
Education
The University of Texas at Austin 1984 — 1986
MBA, Finance and Accounting
Stetson University 1978 — 1980
Bachelor of Arts (B.A.), Violin Performance
Loyola University New Orleans 1973 — 1978
Music
Tesoro Corporation July 2014 - Present
Indeed.com May 2013 - May 2014
SAMCO Capital Markets March 2012 - May 2013
Sheshunoff Consulting + Solutions February 2010 - March 2012
Apache Corporation 2008 - 2009
Dominion May 2005 - October 2007
Skills
Salesforce.com, SNL, Bloomberg, Microsoft Excel, Microsoft Office, Outlook, Great Plains Software, Wordpress, SAP, PowerPoint, Organization, Time Management, Multi Tasking, FINRA, Marketing
Education
University of Houston, C.T. Bauer College of Business 1999 — 2004
B.A., Finance
Third Party Resources, Inc January 2012 - Present
Sheshunoff Consulting + Solutions November 2006 - January 2012
Skills
KYC, Risk Management, Due Diligence, Bank Secrecy Act, AML, Banking, OFAC, Fraud, Financial Risk, Operational Risk, Financial Institutions, Financial Services, Operational Risk..., Retail Banking, USA PATRIOT Act, Credit Risk, Credit, Commercial Lending, Commercial Banking, Consumer Lending, Enterprise Risk..., Loans, Anti Money Laundering
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA)
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Accounting & Finance
RGM Advisors, LLC December 2010 - Present
Sheshunoff Consulting + Solutions November 2005 - December 2010
True.com 2002 - 2005
Grant Thornton 2001 - 2002
H.D. Vest Financial Services 1998 - 2001
Arthur Andersen 1992 - 1997
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Mergers & Acquisitions, Financial Modeling, Due Diligence, Financial Risk, Accounting, Risk Management, Banking, Mergers, Internal Controls, Forecasting, Fixed Assets, Equities, Cash Flow, Leadership, Auditing, Internal Audit, Broker-Dealer, Financial Operations
Education
University of Oklahoma 1988 — 1991
Bachelor of Arts (BA), Accounting
Google 2011 - April 2015
Google 2007 - 2010
Sheshunoff Consulting + Solutions 2005 - 2006
Expressiv Technologies; 2001 - 2004
Xerox Corporation, Omnifax Division 1997 - 2001
Skills
Google Apps, Cold Calling, SaaS, Software Sales, Solution Selling, Google Docs, Lead Generation, Cloud Computing, Postini, Direct Sales, Consultative Selling, Enterprise Software, Salesforce.com, CRM, Partner Management, Selling, Product Management, Software Industry, Demand Generation, Go-to-market Strategy, Sales Process, Sales Enablement, Professional Services, Account Management, Channel Partners, PaaS, Business Development, Strategic Partnerships, New Business Development, Sales Management, Strategy, Team Leadership, Leadership, Sales
Education
Crown Institute of Studies; Auckland, New Zealand
Associate's degree, Tourism and Travel Services Management
Waikato Institute of Technology
Business Administration and Management, General
Whangamata Area School
University Entrance
GE Capital February 2014 - September 2014
Drexel Hamilton, LLC - Wall Street Warfighters September 2013 - February 2014
City National Bank of New Jersey May 2013 - August 2013
Sheshunoff Consulting + Solutions May 2012 - August 2012
MMX Management LLC June 2011 - September 2011
Pendulum Capital Markets March 2008 - September 2008
FAA January 2001 - January 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Corporate Finance, Portfolio Management, Investment Banking, Mergers & Acquisitions, Due Diligence, Bloomberg, Investments, Credit, Banking, Credit Analysis, Private Placements, Bloomberg Terminal, Capital IQ, Financial Risk, SAS, Market Analysis, SAGEWORKS Income..., Moody's KMV...
Education
Essex County College 2012 — 2014
A.S, Paralegal Studies
Rutgers Business School 2008 — 2012
Bachelor of Science / Arts, Economics
Rutgers Business School 2008 — 2011
Bachelor of Science, Finance
Sheshunoff Consulting + Solutions August 2013 - Present
Skills
Loans, Mortgage Lending, Mortgage Banking, Underwriting, Mortgage Underwriting, Loan Servicing, Compliance, Pricing
Education
University of Phoenix 2008 — 2011
Bachelors
Rome Institute for Learning 2000 — 2001
Certificate
Sheshunoff Consulting + Solutions November 2013 - Present
Promontory Financial Group, LLC October 2013 - Present
Retired Compliance Examiner September 2013 - Present
Consumer Financial Protection Bureau July 2011 - September 2013
Office of Thrift Supervision August 2008 - July 2011
FDIC March 1990 - August 2008
Skills
Policy, OFAC, Bank Secrecy Act, Banking Law, Certified Fraud Examiner, Fairs, Financial Regulation, USA PATRIOT Act, Financial Institutions, Fraud, Banking, AML, Risk Management, Financial Risk
Education
Nichols College 1977 — 1979
Bachelor of Science (BS), Accounting
Leicester Junior College 1975 — 1977
Associate of Science (A.S.), Business Administration and Management, General
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - May 2012
Brintech May 2005 - April 2010
Sheshunoff Management Services September 1997 - May 2005
Hyde Park Baptist Schools August 1994 - August 1997
Skills
Microsoft Office, Adobe Software, SharePoint, Salesforce.com, Editing, Proposal Writing, Contract Management, Special Projects
Education
Baylor University 1992 — 1994
MA, English
Baylor University 1988 — 1992
BA, English
Sheshunoff Consulting + Solutions May 2012 - Present
Century Management September 2011 - May 2012
McCoy School of Business - Student Managed Investment Fund August 2011 - May 2012
RJ O'Brien & Associates LLC June 2011 - July 2011
Mutual of America February 2007 - January 2011
T. Rowe Price August 2005 - February 2007
Skills
Bloomberg, Fixed Income, Financial Analysis, Banking, Investment Banking, Excel, Acquisitions, Market Research, Valuation, Customer Relations, Factset, VB.NET, SQL, Portfolio Management, SNL, Mergers, Microsoft Excel, Finance, Mergers & Acquisitions, Investments, Competitive Analysis, Financial Modeling, Equity Research, Mutual Funds, Leadership, Corporate Finance, Equities, Due Diligence, Analysis
Education
Texas State University 2011 — 2012
Bachelor of Business Administration (BBA), Computer Information Systems
Texas State University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Care Options for Kids October 2014 - Present
Speak Freely Pediatric Clinic January 2014 - May 2014
Memorial Hermann Hospital Memorial City August 2013 - December 2013
HMD Early Childhood Center & Hall Elementary School September 2011 - May 2012
Sheshunoff Consulting + Solutions December 2008 - January 2010
Neopost Inc. June 2007 - December 2008
Skills
Speech Therapy, Language Disorders, Stroke Rehabilitation, Dysphagia, Aphasia, Cognitive Rehabilitation, Autism Spectrum..., Feeding Disorders, Augmentative..., CPR Certified, Marketing, Account Management, New Business Development, CRM, Advertising, Microsoft Word, PowerPoint
Education
University of Houston 2012 — 2014
Master of Arts (MA), Communication Sciences and Disorders
The University of Texas at Austin 2010 — 2011
Communication Sciences and Disorders, Pre-requisite coursework for Master's Degree
The University of Texas at Austin 2001 — 2005
Bachelor's of Science (BS), Advertising
Sheshunoff Consulting + Solutions June 2012 - Present
Sheshunoff Consulting + Solutions October 2010 - June 2012
Sheshunoff Consulting + Solutions October 2007 - October 2010
Wolf & Company, P.C. February 2007 - October 2007
The Harcourt Group Ltd., of New England November 1999 - February 2007
New London Trust, FSB September 1988 - October 1999
Skills
Leadership, Technical Subject Matter, Sarbanes-Oxley Act, Third Party Vendor..., Sales Presentations, Information Security..., Bank Secrecy Act, Operational Risk, Training, Internal Audit, Strategic Planning, New Business Development, Staff Development, Marketing, Banking, IT Audit, SSAE16, Internal Controls, Financial Risk, Risk Assessment, SSAE 16, Risk Management, Auditing, Retail Banking, Information Technology, Enterprise Risk..., Information Security, Financial Analysis, Operational Risk..., Financial Services, Credit, Quality Auditing, Commercial Banking, Business Strategy
Education
Wellesley College 1979 — 1981
Psychology
Colby-Sawyer College
Randstad Managed Services August 2011 - August 2011
Arrow Printing June 2011 - June 2011
Sheshunoff Consulting + Solutions April 2008 - April 2011
Psychonomic Society Publishing January 2003 - January 2007
Education
The University of Texas at Austin 1971 — 1973
Radio, Television, Film
Austin Community College
Office of the Comptroller of the Currency (OCC) February 2011 - Present
Sheshunoff Consulting & Solutions December 2008 - February 2011
Federal Deposit Insurance Corporation (FDIC) 2003 - 2007
US Department of Homeland Security March 2003 - September 2003
US Department of the Treasury October 1999 - February 2003
FDIC 1991 - 1996
KPMG (Bearing Point) 1985 - 1987
Bank Boston 1980 - 1985
College of the Holy Cross 1978 - 1980
Skills
Internal Audit, Bank Secrecy Act, Commercial Banking, Compliance, Credit, Accounting, Risk Management, Loan Servicing, Loan Work-outs, Real Estate Financing, Auditing, Loans, Credit Risk, Operational Risk..., Operational Risk, KYC, Financial Services, Portfolio Management, Credit Analysis, Mortgage Lending, Fraud
Education
ABA National Compliance School 2010 — 2010
Certifcate, Bank Regulatory Compliance
Babson College 1980 — 1984
MBA, Business Administration
College of the Holy Cross 1974 — 1978
BA, Economics - Accounting
St. Joseph's Regional High School 1970 — 1974
NextGen Healthcare Information Systems November 2012 - Present
Sheshunoff Consulting + Solutions November 2010 - February 2012
Verigy October 2007 - July 2010
Home Depot March 2006 - September 2007
National Instruments May 2002 - April 2005
National Instruments September 1996 - August 2002
Skills
CSS, PHP, Dreamweaver, PL/SQL, XHTML, Software Development, jQuery, Information Architecture, Oracle, HTML, SQL, Visual Basic, Web Applications, CMS, XML, Linux, Microsoft SQL Server, MySQL, SharePoint, Testing, Software Design, C#, Subversion, Agile Methodologies, JavaScript, Web Services, Scrum, Databases, Ruby, Java, .NET, Programming, MVC, HTML 5, Web Development, Perl, Unix, Database Design, AJAX, WordPress, Test Driven Development, Software Engineering
Education
Park University 1999 — 2001
BS
Texas Tech University 1987 — 1989
BE
Catapult Systems August 2012 - Present
Joe Spitler Photography January 2005 - Present
Sheshunoff Consulting + Solutions August 1987 - May 2012
Skills
Database Administration, SQL Server 2000-2008, SSRS, SSIS, Crystal Reports, Microsoft Dynamics, Dynamics GP, Microsoft Office, Microsoft Access, Dynamics CRM, Jovaco Project Suite, Epicor, Star Projects, OnContact CRM, Oracle 8i - 9i, Oracle Forms, Oracle Reports, Embarcadero DBArtisan, Lotus Notes, Photography, Photoshop Elements, Lightroom, Microsoft SQL Server, Great Plains Software, Stored Procedures, Access, Microsoft CRM, Database Design, Databases, Embarcadero, ASP, Relational Databases, Business Analysis, SharePoint, CRM, Web Applications, T-SQL, Oracle, Analysis, IIS, SQL
Education
Michigan State University 1979 — 1981
Computer Science
New York Institute of Photography 2005 — 2009
Photography, Photography
Sheshunoff Consulting + Solutions September 2010 - Present
Sheshunoff Consulting + Solutions September 2010 - Present
Accume Partners September 2008 - March 2009
Bank of New York Mellon February 2005 - February 2008
BANK OF NEW April 1994 - February 2005
Bank of New York April 1994 - January 2005
Education
Iona College
BBA, Managerial Accounting
Iona College
BBA, Managerial Accounting
Great Oaks Performance Consulting, LLC April 2012 - Present
Sheshunoff Consulting + Solutions April 2010 - March 2012
Brintech November 2003 - March 2010
Sheshunoff Management Services August 1998 - November 2003
BEI Golembe 1978 - 1997
Skills
Process Improvement, Consulting, Retail Banking, Banking, Vendor Management, Management Consulting, Business Analysis, Operational Risk..., Credit, Risk Management, Business Strategy, Business Development, Financial Services, Loans, Product Management, Mergers & Acquisitions, Financial Analysis, CRM, Analytics, Leadership, Change Management, Business Process..., Internal Audit, Management, Enterprise Risk..., Salesforce.com, Commercial Banking, Strategy, New Business Development, Executive Management, Financial Risk, Relationship Management, Auditing, Strategic Planning, Project Management, Analysis, CISA, Budgets, Sales Management, Mergers, Account Management, Information Security..., IT Audit
Education
Georgia State University 1973 — 1976
Bachelor of Business Administration, Accounting
Chamblee High School 1968 — 1973
Line to Page Consulting, LLC July 2014 - Present
CP Line Compliance - Communications January 2008 - July 2014
Sheshunoff Consulting + Solutions October 2009 - December 2012
SC State Credit Union October 2008 - October 2009
Wachovia, A Wells Fargo Company June 1991 - October 2007
Skills
Banking, OFAC, Bank Secrecy Act, AML, Leadership, Risk Management, Financial Services, USA PATRIOT Act, Regulations, Relationship Management, Loans, Internal Audit, Operational Risk, Auditing, Vendor Management, Governance, Financial Risk, Operational Risk..., Enterprise Risk...
Education
University of North Carolina at Chapel Hill
MS
University of North Carolina at Greensboro
BA
William Mitchell College of Law
JD
ACI Worldwide 2013 - Present
BLH Financial Services, LLC 2009 - Present
SOLIDexecutive November 2012 - Present
Sheshunoff Consulting + Solutions 2010 - 2012
Green Bank 2007 - 2009
BBVA Compass 2004 - 2007
Guaranty Bank 2000 - 2004
First Banks, Inc. 1997 - 2000
Skills
Banking, Treasury Management, Executive Management, Business Development, Project Management, Leadership, Innovation, Team Effectiveness, Executive Coaching, Management Consulting &..., Strategic Development &..., Organizational & Team..., Revenue Enhancement, Process Improvements, Change Management &..., Activate Human Capital, Operations & Systems..., Leader Driving Complex..., Client Centric..., External Relationships..., Product Development, Relationship Management..., Solution Selling, Funding, Customer Relations, Customer Service, Vendor Management, Business Process..., Strategy, Management, Mergers & Acquisitions, Budgets, Financial Services, Portfolio Management, Strategic Planning, Business Planning, Product Management, Risk Management, Business Strategy, CRM, Change Management, Training, Relationship Management, Coaching, New Business Development, Operations Management, Sales, Management Consulting, Marketing, Cash Management
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance/Accounting
University of Illinois at Urbana-Champaign - College of Business
Finance/Accounting
Travis County March 2014 - Present
Hanger Orthopedic Group May 2012 - March 2014
Sheshunoff Consulting + Solutions July 2007 - May 2012
American Achievement Corporation July 2001 - July 2007
Freemon, Shapard & Story May 1999 - May 2001
Skills
Accounting, Accounts Payable, Internal Controls, Financial Reporting, Financial Analysis, QuickBooks, General Ledger, Payroll, GAAP, Account Reconciliation, Accounts Receivable, Financial Accounting, Microsoft Excel, Fixed Assets, Process Improvement, Variance Analysis, Microsoft Office, Journal Entries, Hyperion Enterprise, PowerPoint, Microsoft Word, Revenue Recognition, Cost Accounting, Outlook, Essbase, Invoicing, Access, Business Analysis, JD Edwards, Payroll Taxes, Deferred Revenue, Utilization, Great Plains Software, FRx, Salesforce.com, Epicor, STAR, Public Companies, Private Companies, Budgets, Sales Tax, Forecasting, Accruals, Financial Statements, Year-end Close, Depreciation, Consolidated Financial..., Fixed Asset Management, Auditing, Sarbanes-Oxley Act
Education
St. Edward's University
BBA, Accounting
St. Edward's University
Master of Accounting (MACT)
SquareBlue Consulting May 2013 - Present
CCG Catalyst Consulting Group April 2012 - May 2013
Sheshunoff Consulting + Solutions April 2010 - September 2011
Brintech August 2008 - April 2010
Brintech August 2003 - August 2008
Community College of Southern Nevada September 2000 - August 2004
SCA Professional Writing July 2000 - August 2003
Alex Sheshunoff Management Services (currently dba Sheshunoff Consulting + Solutions) July 1997 - July 2003
Alex Sheshunoff Management Services July 1996 - July 1997
Texas Restaurant Association August 1995 - July 1996
Skills
Marketing Strategy, Salesforce.com, CRM, Business Development, Banking, Business Strategy, Analytics, Financial Services, New Business Development, Lead Generation, Sales Management, Marketing, Consulting, Email Marketing, Marketing Communications, Database Marketing, b2b marketing, Sales Analytics, Vendor Management, Management Consulting, Strategic Planning, Risk Management, Strategic Partnerships, Leadership, Market Research, B2B Marketing
Education
University of North Texas 2000 — 2005
MA, English (Technical Communication)
University of North Texas 2000 — 2005
PhD, English (Rhetoric and Persuasive Writing)
Kennesaw State University 1991 — 1995
BA, Psychology; minor in American Literature
Capital One March 2011 - Present
Wells Fargo March 2007 - March 2011
Bank of America March 2005 - March 2007
Bank of America March 1997 - March 2005
Crowe Horwath LLP 1996 - 1997
Sheshunoff Consulting + Solutions March 1994 - March 1996
Chase Bank March 1992 - March 1994
AT&T Universal Card 1990 - 1992
Skills
Financial Services, Product Management, Strategic Planning, ITIL, Credit Cards, Executive Management, Risk Management, Leadership, Lean Six Sigma, Agile Project Management, Toyota Production System, ATM Networks, Payment Systems
Education
Capital University - School of Management 1986 — 1989
MBA, Corporate Finance, Cum Laud
Franklin University 1983 — 1985
BS, Finance
JKB Realty Group January 2014 - Present
steelecowboy.com January 2011 - Present
eREHI January 2012 - December 2013
Sheshunoff Consulting + Solutions October 2005 - January 2011
Dell, Inc May 1998 - October 2005
The Killeen Daily Herald September 1997 - May 1998
Origin Systems, Inc November 1994 - September 1997
U.S. Navy Reserve August 1984 - September 1995
Skills
Dreamweaver, InDesign, Direct Mail, Brochures, Mac, Illustrator, Photoshop, Posters, Logo Design, HTML, PHP, Photography, Digital Photography, Graphic Design, Layout, Adobe Creative Suite, CSS, Flash Animation, Image Editing, User Experience, WordPress, Adobe Acrobat, Typography, CMS, Social Media, Advertising, Web Design, E-commerce, Graphics, Web Analytics, Email Marketing, QuarkXPress, Web Development, SEO, Desktop Publishing, Multimedia, Copywriting, Online Marketing, Newsletters, Marketing, Image Manipulation, Business Cards, HTML 5, OS X, Pre-press, Social Media Marketing, Creative Problem Solving, Facebook, Social Networking, Digital Media
Education
Texas State University-San Marcos 1994 — 2004
Bachelor of Fine Arts, Communication Design Program
Oswalt Consulting 2012 - Present
Sheshunoff Consulting + Solutions 2010 - 2011
Brintech 2003 - 2010
Sheshunoff Consulting + Solutions 1996 - 2002
Alltel Information Services 1991 - 1996
Skills
Credit Risk, Change Management, Commercial Banking, Risk Management, Banking, Management, Financial Institutions, Mergers & Acquisitions, Retail Banking, Financial Services, Loans, Management Consulting, Leadership, Enterprise Risk..., Executive Management, Vendor Management, Business Development, Strategy, Credit, Operational Risk..., Financial Analysis, Financial Risk, Business Process..., Process Improvement
Education
Oklahoma State University 1966 — 1972
Bachelor of Business Administration & MBA, Organizational Management
University of Wisconsin-Madison 1975 — 1977
Graduate School of Banking
Seaside National Bank & Trust July 2013 - Present
BancVue August 2012 - June 2013
BancVue May 2012 - August 2012
Sheshunoff Consulting + Solutions December 2011 - May 2012
Sheshunoff Consulting + Solutions September 2010 - December 2011
Fidelity National Information Services September 2007 - September 2010
FEMA November 2005 - May 2007
FEMA November 2005 - May 2006
Skills
Compliance, Regulatory Risk, Policy, Risk Management, Compliance Audits, Auditing, Contract Management, Regulations, Quality Auditing, Credit, Banking, Loans, Software Documentation, Mortgage Lending, Risk Assessment, Internal Audit, Management, Leadership, AML, Enterprise Risk..., Financial Services, Anti Money Laundering
Education
Northeastern University School of Law 1996 — 1999
Juris Doctor, Law
Georgetown University 1992 — 1996
BSBA, Business Administration - Finance and International Business
Treliant Risk Advisors April 2012 - Present
Sheshunoff Consulting + Solutions March 2011 - April 2012
RSM McGladrey, Inc October 2010 - May 2011
Sheshunoff Management Services September 2009 - November 2010
Bequeaith Banking Solutions July 2008 - October 2009
Fortner, Bayens, Levkulich & Garrison, P.C. 2006 - 2008
Skills
Credit Unions, Financial Institutions, Compliance, Banking, USA PATRIOT Act, OFAC, AML, Compliance Audits, Bank Secrecy Act, BSA, Fair Lending, CRA, Policy and procedures..., Training & Development, HMDA, Quality Auditing, Operational Risk..., Risk Management, Auditing, Mortgage Lending, KYC, Employee Training, Loans, Financial Regulation, Loan Compliance, Internal Audit, Internal Controls, Risk Assessment, Regulations, Operational Risk, Training, Financial Services, Consumer Lending
Education
University of Colorado Denver 1995 — 2003
BA, History
Sheshunoff & Co. Investment Banking July 2012 - Present
Sheshunoff Consulting + Solutions November 2005 - July 2012
Wilson County News November 2003 - October 2005
Enterprise Rent-A-Car June 2001 - August 2002
The Huntsville Item August 2000 - May 2001
Skills
Editing, Business Development, Strategic Planning, Sales, Business Analysis, Copy Editing, Advertising, Event Management, Marketing, Email Marketing, Marketing Communications
Education
Sam Houston State University 1997 — 2001
Bachelor of Arts, Major in Journalism, Minor in Marketing
Iredell County Register Deeds December 2014 - Present
Business Data Solutions, Inc. April 2010 - November 2014
Buxton Consulting June 2008 - April 2009
Spherion October 2007 - January 2008
Sheshunoff Consulting + Solutions February 2006 - February 2007
Jack Henry & Associates December 1999 - February 2006
Skills
Storage, Disaster Recovery, Network Security, Security, VPN, Networking, IT Management, Managed Services, IBM iSeries, System Deployment
Education
University of North Carolina at Charlotte 1982 — 1987
Bachelor of Arts (BA)
South Mecklenburg High School 1979 — 1982
Meridian Bank PA October 2014 - Present
Sheshunoff Consulting + Solutions May 2011 - September 2014
Lodestone Banking Consultancy, Inc. January 2010 - May 2011
American Bank Systems, Inc. March 2008 - January 2010
Harland Financial Solutions January 2007 - January 2008
Integrated Compliance Solutions June 2005 - January 2007
United Bank, August 2003 - June 2005
Flag Bank September 2001 - August 2003
Harland Financial Solutions August 1999 - September 2001
First National Bank of Florida 1995 - 1999
Skills
Banking, Internal Audit, Financial Risk, AML, OFAC, Risk Management, Operational Risk..., Anti Money Laundering, Auditing, Credit, Enterprise Risk..., Finance, Fraud, Internal Controls, Internet Banking, KYC, Operational Risk, Leadership, Policy
Education
Eckerd College
Concentration in Organizational Studies
St. Petersburg College
Art
Third Party Resources, Inc. March 2012 - Present
Sheshunoff Consulting + Solutions June 2007 - February 2012
American Bank of Texas July 2006 - May 2007
First National Bank Texas October 1982 - June 2006
Skills
Banking, Credit, AML, Bank Secrecy Act, Risk Management, Financial Risk, Internal Audit, Information Security, Enterprise Risk..., Risk Assessment, Operational Risk, IT Audit, Retail Banking, Fraud, OFAC, Financial Institutions, Financial Services, KYC, Operational Risk...
Education
Tarleton State University
Bachelor of Science, Accounting, BA
Kenneth Dale Jacobson, CPA, PLLC July 2015 - Present
ScottMadden, Inc. October 2014 - Present
Deloera Investments LLC August 2012 - August 2014
Pecan Street Wealth Management Partners July 2011 - August 2014
The University of Texas at Austin: The Division of Housing and Food Service January 2010 - August 2012
Foundation Communities Tax Centers January 2012 - May 2012
Sheshunoff Consulting + Solutions October 2011 - December 2011
Skills
Payroll, Management, Auditing, QuickBooks, General Ledger, Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Returns, Data Entry, Journal Entries
Education
The University of Texas at Austin 2008 — 2012
BBA, Accounting
Austin Community College 2012 — 2013
CPA Qualification Courses, CPA Candidate, 3.75
Fidelity National Information Services April 2014 - Present
SpeakWrite November 2012 - March 2014
Velocity Solutions, Inc. June 2012 - November 2012
Sheshunoff Consulting + Solutions April 2008 - June 2012
Sapphire Technologies April 2007 - April 2008
The Center For Public Service at Texas Tech University January 2006 - May 2007
Enterprise Rent-A-Car March 2004 - April 2006
The Scooter Store October 2003 - January 2004
Office of the Governor of Texas January 2003 - May 2003
Texas Gubernatorial Campaign August 2002 - December 2002
Skills
Salesforce.com, Policy, Risk Management, Strategic Planning, Research, Account Management, Leadership, Microsoft Office, Public Speaking, Customer Service, Project Management, Sales, Business Development, New Business Development, Marketing Strategy, Product Management, Recruiting, Market Research, Contract Management, Financial Services, Contract Negotiation, Relationship Management, Management Consulting, Business Strategy, CRM, Budgets
Education
Texas Tech University 2005 — 2007
Master of Public Administration (M.P.A.), Public Administration - Organizational Management
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Government
TD Bank Group May 2011 - Present
Sheshunoff Consulting + Solutions October 2010 - April 2011
NMI InfoSecurity Solutions May 2008 - September 2010
Joseph Liguori Consulting LLC June 2006 - May 2008
United States Navy May 1976 - June 2006
Camden National Corporation November 2004 - May 2006
U.S. Navy Reserves 1976 - 2006
Androscoggin Bank January 1995 - November 2004
Fleet Bank January 1989 - June 1994
KPMG August 1984 - December 1988
Skills
IT Audit, Information Security, Systems Analysis, Information Security..., Risk Management, Information Technology, Enterprise Risk..., Training, Risk Assessment, Strategy, Business Continuity, Governance, Disaster Recovery, IT Management, Strategic Planning, Auditing, Project Management, Leadership
Education
Bryant University 1982 — 1983
MBA, Management
Marquette University 1972 — 1976
BS, Business Administration
St John the Baptist DHS
Sheshunoff Consulting + Solutions June 1995 - Present
Education
Northeastern University 1967 — 1974
Sheshunoff Consulting + Solutions September 2015 - Present
Schawbel Technologies LLC November 2005 - May 2015
Koch Membrane Systems, Inc 2004 - 2005
ZAIQ Technologies, Inc January 2000 - January 2004
Town & Country Fine Jewelry Group January 1994 - January 1999
General Electric January 1979 - January 1994
Skills
Process Improvement, Management, Project Management, Analysis, Program Management, Human Resources, Budgets, Software Documentation, CRM, Business Planning, Payroll, Forecasting, Sourcing, Sales, Outsourcing, Market Research, Cross-functional Team..., Strategy, Time Management, Engineering, Business Strategy, Marketing Strategy, Competitive Analysis, Business Development
Education
University of Phoenix 2000 — 2013
Bachelor of Science, Business Administration and Management, General
Lynn Classical High School 1976 — 1979
Sheshunoff Consulting + Solutions April 2015 - Present
Sheshunoff Consulting + Solutions October 2014 - April 2015
Salem Five Bank April 2014 - October 2014
Salem Five Bank December 2012 - April 2014
Salem Five Bank March 2009 - December 2012
Salem Five Bank October 2008 - March 2009
Sovereign Bank January 2008 - October 2008
Sovereign Bank March 2007 - December 2007
Sovereign Bank May 2006 - March 2007
Shaw's Supermarkets June 2005 - May 2006
Skills
AML, OFAC, Fraud, USA PATRIOT Act, Bank Secrecy Act, Private Investigations, KYC, Banking, Risk Management, Risk Assessment, Financial Risk, Analysis, Investigation, Credit, Microsoft Excel
Education
Utica College 2007 — 2012
Executive Master's, Economic Crime Management
University of Massachusetts at Lowell 2002 — 2006
BS, Criminal Justice
Iredell County Register of Deeds Office December 2014 - Present
Business Data Solutions, Inc. April 2010 - November 2014
Dennis A. Moody, CISSP, CISA April 2009 - April 2010
Buxton Consulting June 2008 - April 2009
Spherion October 2007 - January 2008
Sheshunoff Consulting + Solutions November 2006 - February 2007
Servique LLC February 2006 - November 2006
Jack Henry & Associates July 1993 - February 2006
Skills
Security, Information Security, Data Center, CISSP, Computer Security, Governance, Information Technology, Enterprise Software, CISA, CISM, Sarbanes-Oxley Act, IBM iSeries, Project Management, IBM AS/400, SAS70
Education
University of North Carolina at Charlotte 1982 — 1987
Bachelor's degree
South Mecklenburg High School, Charlotte, NC 1980 — 1982
Tata Consultancy Services July 2012 - Present
BancVue November 2011 - July 2012
Sheshunoff Consulting + Solutions August 2010 - November 2011
FIS July 2005 - August 2010
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. May 2004 - July 2005
Deloitte November 1999 - May 2004
Skills
AML, Banking, Risk Management, KYC, Auditing, OFAC, Due Diligence, Financial Institutions, Credit, Financial Services, Corporate Governance, Risk Assessment, Fraud, Internal Audit, Governance, Operational Risk..., Internal Controls, Security, Anti Money Laundering
Education
Washington University in St. Louis School of Law 1998 — 2001
Juris Doctorate
University of Denver - Daniels College of Business 1993 — 1998
Bachelors, Accounting
University of Denver - Daniels College of Business 1993 — 1998
Masters, Accounting
Clear Creek High School
Independent Contract Consultant - Banking/Credit & Lending June 2012 - Present
Sheshunoff Consulting + Solutions March 2004 - 2012
Earnings Performance Group 1997 - 2004
Diversified Consulting 1994 - 1997
American Management Systems 1989 - 1994
Bank Earnings International 1986 - 1989
Deloitte Haskins + Sells 1983 - 1986
The Citizens & Southern National Bank 1980 - 1983
Emory University 1974 - 1978
Skills
Retail Banking, Strategy, Management Consulting, Business Process..., Mergers, Revenue Enhancement, Financial Services, Financial Analysis, Change Management, Process Engineering, Vendor Management, Process Improvement, Risk Management, Banking, Business Analysis, Project Management, Business Development, Consulting, Executive Management, Strategic Planning, Microsoft Office, Commercial Banking, Business Strategy, Product Management, Mergers & Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Marketing
Bowling Green State University 1973 — 1974
Master of Arts (M.A.), College Student Personnel Administration
Westminster College (PA) 1969 — 1973
Bachelor of Arts (B.A.), English
Praesidio, Inc. 2015 - Present
Imagine Solutions 2011 - 2014
Sheshunoff Consulting + Solutions 2007 - December 2011
Education
Oral Roberts University 1976 — 1978
BS
Middle Georgia College 1974 — 1976
AA
Sheshunoff Consulting + Solutions January 2014 - Present
Sheshunoff Consulting + Solutions 2007 - December 2013
Sheshunoff Consulting + Solutions 2006 - 2007
InterMed, P.A. 1997 - 2006
Medical Associates of RI 1994 - 1997
Amoskeag Bank 1992 - 1992
Amoskeag Bank 1988 - 1991
Ernst & Young 1985 - 1988
Lewis, Andrew & Conley, CPA's 1979 - 1985
Skills
Auditing, Finance, CPA, Risk Management, Banking, Financial Analysis, Enterprise Risk..., Financial Risk, Internal Audit, Mergers & Acquisitions, Financial Modeling, Management Consulting, Financial Services, Sarbanes-Oxley Act, Internal Controls
Education
Providence College 1970 — 1974
BS, Accounting
Sheshunoff Consulting + Solutions June 2013 - Present
Bristol County Savings Bank November 2010 - May 2013
Randolph Savings Bank February 2009 - November 2010
BankFive April 2004 - February 2009
Compass Bank June 2002 - April 2004
Skills
reliable, dependable, organized, Underwriting, Internal Audit, Excel, Credit Analysis, Loans, Commercial Lending, Financial Risk, Management, Credit, Portfolio Management, Retail Banking, Microsoft Excel, Auditing, Commercial Banking, Banking, Internal Controls
Education
New England College of Business and Finance 2012 — 2013
Master's degree, Forensic Accounting
Bridgewater State College 1999 — 2002
Bachelor's degree, Accounting
Fall River Beauty Academy 1997 — 1998
License, Hair and Nails
Bristol Community College 1992 — 1998
Associates, Business Administration
Kinyon-Campbell Business School 1994 — 1995
Certificate, Legal Secretary
B.M.C. Durfee High School 1987 — 1991
Diploma, College Prep
Sheshunoff Consulting + Solutions May 2014 - Present
Clinton Savings Bank March 2010 - April 2014
Wolf & Company, P.C. January 2001 - April 2010
Pegasus Communications July 2000 - December 2000
Old Sturbridge Village July 1996 - June 2000
Southbridge Credit Union October 1991 - June 1996
EG&G January 1988 - October 1990
Rockwell International - North American Aircraft Operations October 1984 - June 1987
Skills
Risk Management
Education
Harvard University 1985 — 1991
CSS, Administration & Management
Anna Maria College 1979 — 1982
MA, Clinical Psychology
University of Maine 1974 — 1977
BA, Behavioral Sciences
Bishop Guertin High School 1970 — 1973
Winchester Co-operative Bank February 2011 - Present
Wainwright Bank & Trust February 2009 - March 2011
EMCN 1996 - 2011
Sheshunoff Consulting + Solutions May 2004 - February 2009
Fleet Boston Financial June 2000 - June 2004
WOLF & COMPANY, P.C. August 1998 - June 2000
MASSACHUSETTS DIVISION OF BANKS April 1997 - August 1998
Skills
Banking, AML, Risk Management, Internal Audit, Financial Risk, Bank Secrecy Act
Education
Stonier Gradute School of Banking and Wharton School of Leadership 2012 — 2014
Quinnipiac University School of Law 1992 — 1995
JD, Law
Saint Michael's College 1985 — 1990
BA, Political Science
Sheshunoff Consulting + Solutions 2009 - Present
BankSmart Solutions 2008 - 2009
AaSys Group, Inc. 2005 - 2008
Education
Louisiana State University 1995 — 1997
Graduate Degree in Banking, Graduate School of Banking
The University of Georgia 1985 — 1989
BBA, Finance
Sheshunoff Consulting + Solutions September 1997 - Present
Shawmut National Corporation September 1989 - December 1995
Education
University of Connecticut 1979 — 1981
MBA, Business
Boston College 1974 — 1978
B.S., Accounting
Velocity Solutions 2009 - Present
Sheshunoff Consulting + Solutions March 2008 - September 2009
TRE Holdings, Inc - TranDotCom Solutions, Inc & Credit Union Tax Service Division 2005 - March 2008
Seiko Instruments USA 2002 - 2005
Trammell Crow Company 1999 - 2002
Heather J Kline, CPA 1995 - 1999
Dell Computer Corporation 1990 - 1995
Skills
Account Management, Banking, Loans, Finance, Strategic Planning, Risk Management, Sales, Competitive Analysis, Credit, Business Development, New Business Development, Forecasting, Process Improvement, Accounting, Portfolio Management, Management, Financial Analysis, Leadership
Education
Certified Public Accountant, Texas State Board of Public Accountancy
Sanderson High School, Raleigh, NC
South Garland High School, Dallas, TX
The University of Texas at Austin - Red McCombs School of Business
BBA, Accounting
Westwood HIgh School, Austin, TX
Sheshunoff Consulting + Solutions July 2002 - Present
Regional CPA Firm November 1987 - May 2001
Skills
Internal Audit, Auditing, Risk Management, Financial Risk, Enterprise Risk..., AML, Banking, CRM, Microsoft Office, Financial Analysis, Financial Services, Internal Controls, Financial Reporting, Retail Banking, Operational Risk...
Education
College of the Holy Cross 1979 — 1983
Reading Memorial High School 1975 — 1979
High School
General Assembly June 2015 - Present
Praxent February 2012 - July 2015
Sheshunoff Consulting + Solutions July 2010 - February 2012
Maurices May 2008 - March 2010
Net-Smart, Inc. January 2007 - May 2009
Skills
Recruiting, Interviews, Candidate Generation, Process Improvement, Employee Relations, Employee Engagement, Employee Recognition, Software Documentation, Time Management, Accounting, Customer Service, Microsoft Office, Event Planning, Social Media, HTML
Education
Loras College 2005 — 2009
BA, Business Management, Psychology, Public Relations
Texas Association of Counties June 2014 - Present
George P Johnson September 2011 - June 2014
Texas Commission on Environmental Quality August 2009 - September 2011
Sheshunoff Consulting + Solutions March 2005 - July 2009
Texas Department of Economic Development 1999 - 2003
The Ritz-Carlton Amelia Island 1995 - 1997
Skills
Event Management, Marketing, Budgets, Trade Shows, Contract Negotiation, Event Planning, Management, Customer Service, Publicity, Marketing Communications, Project Management, Hotels, Vendor Management, Tourism, Food & Beverage, Audio Visual, Website Promotion, Speaker Acquisition
Education
Texas A&M University
Bachelor of Arts
Texas Tech University
Master of Science
Sheshunoff Consulting + Solutions 1999 - Present
Education
University of Massachusetts Dartmouth 1982 — 1986
Bachelor of Science, Management, Summa Cum Laude
Third Party Resources/ 3PR,Inc. 2010 - Present
Sheshunoff Consulting + Solutions 2006 - 2010
Skills
Internal Controls, AML, Banking, Financial Risk, Risk Management, Enterprise Risk..., Operational Risk, Retail Banking, Operational Risk..., Financial Services, Commercial Banking, Fraud, Financial Institutions, Loans, Credit, Anti Money Laundering
Education
Colgate University 1979 — 1983
Sheshunoff Consulting + Solutions January 2014 - Present
Sheshunoff Consulting + Solutions April 2010 - December 2013
Marie Henden CBA Consulting March 2009 - July 2010
East Boston Savings Bank October 2003 - February 2009
Brookline Bank 1976 - 2003
Lighthouse Bank 2000 - 2001
Family Bank Haverhill MA 1979 - 1980
Skills
Banking, Internal Audit
Education
Stonehill College 1973 — 1976
BA, Mathematics
Bentley University
Various Advanced Accounting & Taxation
New England Institute of Banking
Bank Auditing Certification
Fidelity National Information Services February 2012 - June 2015
Sheshunoff Consulting + Solutions March 2009 - February 2012
Metavante 1998 - 2009
Alex Sheshunoff Management Services Inc 1992 - 1998
Bank 1985 - 1990
Skills
Banking, Risk Management, Financial Services, Business Analysis, Financial Analysis, Business Development, Sales Management, Retail Banking, Commercial Banking, CRM, Strategic Consulting, Management Consulting, Training, Change Management, Strategy, Business Process..., Vendor Management, Product Management, Mergers & Acquisitions, Executive Management, Leadership, Financial Modeling, Financial Risk, Loans, Finance, Process Improvement, Payments, Business Strategy, Outsourcing, Enterprise Risk..., Financial Institutions, Portfolio Management
Education
University of Nebraska-Lincoln 1975 — 1979
Bachelor of Science (B.S.), Finance and Accounting
Tecumseh Public 1971 — 1975
High School
43 year banking veteran September 2014 - Present
Sheshunoff Consulting + Solutions January 2013 - August 2014
Patriot National Bank October 2008 - December 2012
Cornerstone Bank 1991 - 2006
Connecticut Bank and Trust 1977 - 1991
Skills
Commercial Lending, Loans, Small Business Lending, Credit, Retail Banking, Banking, Consumer Lending, Credit Analysis, Commercial Banking, Financial Analysis, Credit Risk, Mortgage Lending, Commercial Mortgages
Education
University of Connecticut 1967 — 1971
BS, Finance
Intel Corporation July 2014 - Present
Intel Corporation October 2012 - Present
Intel October 2010 - October 2012
Sheshunoff Consulting + Solutions July 2009 - August 2009
Camden Property Trust May 2008 - August 2008
Skills
Accounting, Financial Modeling, Valuation, Statistics, JMP, Due Diligence, Financial Reporting, Strategic Financial..., Research, Competitive Analysis, Pricing, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
BBA, Finance, Marketing
Bath School of Management 2009 — 2009
Strategic Resource Management, Inc. 2003 - Present
Sheshunoff Consulting + Solutions 2003 - 2012
Education
Berry College 1984 — 1988
Business Administration and Management, General
Aspect Software August 2011 - May 2015
Voxeo August 2011 - July 2013
Sheshunoff Consulting + Solutions September 2002 - February 2011
Brintech September 2002 - April 2010
University of Central Florida February 2001 - August 2002
Wildcard Systems 2000 - 2001
Calloway Network Access September 1997 - May 2000
Skills
Network Security, Penetration Testing, Computer Security, Security, Vulnerability Assessment, PCI DSS, Disaster Recovery, Security Policy, Application Security, Network Architecture, Information Security..., Risk Management, Intrusion Detection, Vulnerability Management, CISSP, Risk Assessment, Data Center, Security Awareness, Business Continuity..., Business Continuity, Security Architecture..., SaaS, PaaS, Service Provider..., Cloud Computing, ITIL, CISM, OWASP, Metasploit, Burp Suite, Kali, Backtrack, Security Policy..., IT Security Assessments, Linux, Community Banking, Privacy Compliance, Information Security, Firewalls, Networking, VPN, Stage Lighting, Live Audio
Education
University of Florida - Warrington College Of Business 2014 — 2016
Master of Business Administration (MBA)
University of Central Florida 2002 — 2003
Graduate Certificate, Computer Forensics
St. Norbert College 1993 — 1997
Bachelor of Science, Math / Computer Science
Arizona State Credit Union November 2013 - Present
CAST Management Consulting May 2010 - October 2013
Sheshunoff Consulting + Solutions March 2007 - March 2010
Huntington Bank April 2002 - March 2007
Brintech July 1999 - February 2002
National City Bank June 1977 - July 1999
Skills
Commercial Banking, Strategic Planning, Mergers, Call Center start-up,..., HelixPLAN Certification, Retail Banking, Management, Project Management, Financial Services, Leadership, Business Process..., Change Management, Business Strategy, Mergers & Acquisitions, Banking, Business Development, Risk Management, Analysis, Team Building, Call Centers, Sales, Management Consulting, Start-ups
Education
Spring Arbor University
BA, Management and Organizational Development
Portage Northern High School
General studies, General Studies
ProfitStars June 2013 - Present
CCG-Catalyst Consulting Group December 2011 - 2013
Haberfeld Associates September 2011 - December 2011
Sheshunoff Consulting + Solutions January 2002 - June 2011
Household Finance Corporation June 1999 - October 2001
Park Cities News October 1997 - March 1999
Skills
Banking, Business Development, Financial Services, Account Management, Project Planning, CRM, Risk Management, New Business Development, Marketing, Lead Generation, Sales, Business Process..., Sales Operations, Management, Training, Mergers & Acquisitions, Selling, Contract Negotiation
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts, Journalism
The University of Texas at Austin
Farmington Bank July 2005 - Present
Sheshunoff Consulting + Solutions January 2000 - June 2005
Union Savings Bank August 1987 - January 2000
Skills
Banking, Commercial Lending, Loans, Commercial Banking, Mortgage Lending, Credit Analysis, Risk Management, Deposits, Bloomberg, Wealth Management, FHA, Financial Modeling, Financial Analysis, Microsoft Excel, Change Management
Education
DeSales University 1980 — 1983
Bachelor's degree, Accounting and Finance
Immaculate High School 1974 — 1978
Sheshunoff Consulting + Solutions 2002 - 2011
Sheshunoff Consulting + Solutions 2002 - 2011
Computer Sciences Corporation 1997 - 2001
Bank of America 1992 - 1997
Rhode Island Hospital Trust National Bank 1988 - 1992
Hills Department Stores 1987 - 1988
Bank of New England - Old Colony 1986 - 1987
Skills
Change Management, Strategic Planning, Product Management, Business Process..., CRM, Integration, Project Management
Education
Roger Williams University School of Law 1995 — 1997
attended, Law
Bryant University 1981 — 1985
BS, Business Administration, Finance
Silverleaf Resorts 2014 - Present
Information Services Group 2013 - 2014
Fiserv 2012 - 2013
Sheshunoff Consulting + Solutions 2012 - 2012
The Well Place, LLC 2010 - 2012
Skills
Leadership, Business Analysis, Strategy, Management, Banking, Financial Analysis, Financial Services, Negotiation, Real Estate, Commercial Real Estate, Alternative Investments, Customer Service, Training, Microsoft Excel
Education
Southern Methodist University 2014 — 2015
Executive Education - Professional Certificates
The University of Texas at Dallas
MS, Economics
The University of Texas at Dallas
BS, Economics, cum laude
Sheshunoff Consulting + Solutions September 2012 - Present
Danversbank November 2009 - November 2011
Beverly National Bank February 1993 - October 2009
Gloucester Bank & Trust March 1987 - February 1993
Education
Massachusetts College of Liberal Arts 1980 — 1984
Bachelors, Accounting
Sheshunoff Consulting + Solutions October 2011 - Present
Hartford Magnet Middle School September 2006 - January 2010
Connecticut Bank & Trust/Bank of New England 1985 - 1990
Skills
Financial Risk, AML, Accounting, Auditing, Banking, Due Diligence, Enterprise Risk..., Data Analysis, Financial Analysis, Forecasting, IT Audit, Internal Audit, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Risk Management, Strategic Planning
Education
Boston College - Carroll School of Management 1979 — 1982
BS Business Administration, Accounting & Philosophy
Sheshunoff Consulting + Solutions October 2008 - Present
State Street Corporation January 2006 - September 2008
Healy and Healy June 2000 - January 2006
Education
Stonehill College 1995 — 2000
Masters of Science in Accountancy
Independent Consultant March 2012 - Present
Sheshunoff Consulting + Solutions March 2004 - March 2012
Sanchez Computer Associates September 1999 - October 2003
Fiserv 1990 - 1999
Financial Accounting Services 1980 - 1990
Skills
Process Improvement, Project Management, Customer Service, Retail Banking, Financial Services, Data Center, Banking, Change Management, Vendor Management, Account Management, Management Consulting, Business Process..., CRM
Education
Duquesne University
Bachelor of Science (B.S.), Education
Shatswell, Macleod 2007 - Present
Donald Graves CPA, LLC 2002 - 2013
Sheshunoff Consulting & Solutions 2000 - 2007
Franklin Pierce University September 2002 - May 2005
Holyoke Community College September 1999 - May 2002
Skills
CPA, Enterprise Risk..., Operational Risk..., SOX Compliancy, Interest Rate Risk..., Team Management, Certified Internal..., Consulting, Business Coaching, Certified Risk..., Financial Risk, Leadership, Internal Audit, CRM, Financial Analysis, Financial Statements, Payroll, Management, Auditing, Finance, Banking, Fixed Assets, Accounts Payable
Education
University of Massachusetts, Amherst
Master's degree, Accounting
University of Massachusetts, Amherst
Bachelor's degree, Business Administration and Management