Stonebridge Bank
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Stonebridge Bank Employees
Stonebridge Bank September 2014 - Present
JPMorgan Chase October 2013 - June 2015
Chase May 2007 - October 2013
Chase September 2004 - May 2007
Chase May 1999 - September 2004
Skills
Requirements Gathering, Incident Management, Active Directory, Management, Access, Help Desk Support, Business Analysis, Software Documentation, Service Delivery, Business Process, Call Centers, Integration, Unix
Education
University of Massachusetts at Lowell 2005 — 2007
West Chester University of Pennsylvania 1996 — 1997
JPMorgan Chase July 2013 - Present
Exelon December 2007 - April 2013
Stonebridge Bank July 2005 - December 2007
First National Bank of Chester County March 2001 - July 2005
Skills
Credit Analysis, Commercial Banking, Credit Risk, Lines Of Credit, Credit Management, Banking, Financial Statement..., Letters of Credit, Trading, Loans, Credit, Commercial Lending, Financial Statements, Energy Markets, Analysis, Financial Analysis, Financial Risk
Education
Auburn University 2014 — 2015
Legal Assistant/Paralegal
West Chester University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Creative Benefits, Inc. April 2015 - Present
Ann Duke, Esquire September 2014 - Present
Chester County January 2010 - Present
Stonebridge Bank January 2005 - July 2007
Stonebridge Bank January 1999 - January 2005
Borough of West Chester 1998 - 2002
Skills
Corporate Law, Bankruptcy, Mergers, Banking, Corporate Finance, Strategic Planning, Corporate Governance, Financial Services, Commercial Litigation, Private Equity, Risk Management, Financial Analysis, Employment Law, Commercial Real Estate, Operations Management, Outside General Counsel, Emerging Growth..., General Corporate..., Mergers & Acquisitions
Education
Widener University School of Law 2003 — 2007
Juris Doctor
Georgetown University 1976 — 1980
Bachelor of Arts (B.A.), History
Royal Bank America Member FDIC March 2014 - Present
Monument Bank, PA September 2012 - February 2014
Conestoga Bank October 2010 - August 2012
The Bancorp Bank November 2006 - October 2010
Stonebridge Bank 2003 - 2006
Progress Bank 1996 - 2002
Industrial Valley Bank 1978 - 1984
Skills
Commercial Lending, Commercial Banking, Loans, Portfolio Management, Small Business Lending, Credit, Banking, Commercial Mortgages, Loan Origination, Relationship Management, Credit Cards, SBA, Lines Of Credit, Banking Relationships, Treasury Services, Community Banking, Real Estate Lending, Credit Analysis, Cash Management, Cash Flow Lending, Bank Management, Consumer Lending, Asset Based Lending, Underwriting, Mortgage Lending, Leadership
Education
Muhlenberg College 1974 — 1978
BA, Accounting
Wissahickon
Fox Chase Bank March 2011 - Present
CREW Philadelphia 2011 - 2015
CREW Philadelphia 2011 - 2015
CREW Philadelphia 2011 - 2015
Stonebridge Bank 2005 - March 2011
Willow Grove Bank 2002 - 2005
Republic First Bank 2000 - 2002
Third Federal Bank 1997 - 2000
PNC Bank 1996 - 1998
Carnegie Bank 1992 - 1997
Skills
Commercial Banking, Commercial Lending, Loans, Commercial Real Estate, Real Estate, Underwriting, Credit Analysis, Credit, Small Business Lending, Mortgage Lending, Portfolio Management, Banking, Cash Management, Credit Risk, Middle Market, Financial Analysis, Financial Risk
Education
Hamilton College 1980 — 1984
BA, Economics, Political Science
American University 1980 — 1982
Stonebridge Bank September 2013 - Present
Stonebridge Bank April 2012 - April 2013
Colonial American Bank October 2005 - October 2011
Skills
Finance, Banking, Mergers & Acquisitions, Financial Reporting, Loans, Accounting, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Financial Analysis, Consumer Lending, Portfolio Management, Loan Origination
Education
La Salle University 1981 — 1985
Bachelor of Science (BS), Accounting
IBERIABANK April 2013 - Present
C1 Bank July 2012 - February 2013
Roma Bank November 2011 - July 2012
Jon Campbell and Associates May 2011 - November 2011
Ardmore Banking Advisors, Inc. January 2011 - May 2011
Royal Bank America Member FDIC October 2008 - February 2010
Stonebridge Bank February 2007 - September 2008
Leesport Bank December 1998 - November 2006
Pennsylvania National Bank September 1986 - December 1998
Skills
Portfolio Management, Commercial Lending, Commercial Real Estate, Banking, Underwriting, Loans, Mergers & Acquisitions, Mortgage Lending, Credit, Treasury Management, Leadership, Wealth Management, Consumer Lending, Commercial Banking, Small Business Lending, Credit Analysis
Education
Albright College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
imortgage February 2015 - Present
imortgage February 2013 - Present
Wells Fargo September 2011 - November 2011
Ally Financial Inc. December 2010 - May 2011
Accume Partners June 2010 - November 2010
Stonebridge Bank January 2008 - October 2009
The CIT Group April 2005 - September 2007
The CIT Group December 2002 - March 2005
Citizens Bank July 2001 - December 2002
Skills
Credit, Compliance, Risk Management, Financial Analysis, Banking, Credit Risk, Internal Audit, Underwriting, Process Improvement, Credit Analysis, Auditing, Loans, Due Diligence, SOX, Mortgage Banking, Policy, Operations Management, Mortgage, Mortgage Lending, Sarbanes-Oxley Act, Cash Management, Accounting, Internal Controls, Leadership, Management, Analysis, Mergers & Acquisitions, Executive Management, Investments, Business Analysis, Finance, Team Building, Financial Risk, Insurance, Software Documentation, Portfolio Management, CRM, Financial Services, Accounts Payable, Consumer Lending, Residential Mortgages, Commercial Lending, Commercial Banking, Refinance, Small Business Lending, Loss Mitigation, Mortgage Underwriting, Retail Banking, Commercial Mortgages, Construction Loans
Education
Delaware County Community College 1995 — 2001
2 Year, Business Adminstration
Academy Park High School 1993 — 1995
Highschool Diploma, General Studies
Ironview Partners March 2009 - Present
Stonebridge Bank July 2007 - March 2009
Vist Financial November 2001 - July 2007
Education
Loyola University Maryland 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
LaSalle College High School 1993 — 1997
DNB First April 2014 - Present
JCSpada Consulting 2011 - Present
Stonebridge Bank 2005 - 2011
Blue Ball National Bank 1992 - 2005
Bank of Baltimore 1987 - 1991
Skills
Letters of Credit, Commercial Lending, Banking, Commercial Banking, Credit Risk, Mergers & Acquisitions, Credit, Risk Management, Strategic Planning, Loans, Underwriting, Financial Analysis, Credit Analysis, Consumer Lending, Small Business Lending, Executive Management, Asset Based Lending, Financial Risk, Cash Management, Commercial Mortgages, Due Diligence, Asset Management, Portfolio Management, Loan Origination, Finance, Structured Finance, Mortgage Lending, Lines Of Credit, Financial Services, Retail Banking, Mortgage Banking, Treasury Management, Relationship Management, AML, Investments, Corporate Finance, Insurance, Deposits, Branch Banking, Leadership
Education
Brown & Fairfield Universities, National School of Banking
Loyola College in Maryland
MBA, Finance
University of Delaware
Bachelor of Engineering, BS Engineering (Mechanical Engineering)
Bucks County Bank December 2005 - November 2013
Stonebridge Bank May 2003 - December 2005
First County Bank January 2000 - May 2003
Third Federal Savings Bank 1998 - 2000
Heritage Building Group 1997 - 1998
Frankford Bank/ Keystone Financial 1987 - 1996
Skills
Commercial Lending, Loans, Mortgage Lending, Real Estate, Investment Properties, Banking, Commercial Banking, Financial Analysis, Finance, Credit, Real Estate Economics, Residential Mortgages, Commercial Mortgages, Risk Management, Real Estate Financing, Portfolio Management, Asset Management, Real Estate Development, Credit Negotiations, Underwriting, Disposition, Property Management
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Management, finance
Always Best Care Senior Services August 2015 - Present
CBRE May 2015 - July 2015
Bank of America Merrill Lynch March 2015 - April 2015
Wells Fargo August 2014 - December 2014
TriNet June 2014 - August 2014
Wells Fargo September 2013 - February 2014
Adhesion Wealth Advisor Solutions February 2008 - December 2012
Stonebridge Bank August 2005 - February 2007
Skills
Securities, Mutual Funds, Investments, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Process Improvement, Financial Analysis, Banking, Asset Managment, Series 65, ETFs, Hedge Funds, Fixed Income, Loans, Credit Analysis, Bonds, Personal Finance, Investment Strategies, Credit, High Net Worth..., Series 7, Series 63, Trading, Account Reconciliation, Commercial Lending, Retirement Planning, Financial Services, Strategic Financial..., Accounting, Alternative Investments, Investment Management, Financial Modeling, Corporate Finance, Insurance, Estate Planning, General Ledger, Asset Management, Small Business Lending, Financial Advisory, Commercial Banking, Retirement, Underwriting, Mortgage Lending, Fund Of Funds, Wealth Management..., T-SQL, Cash Management, Relationship Management
Education
West Chester University of Pennsylvania 2003 — 2005
Bachelors, Business Management
Delaware County Community College 2001 — 2003
Associate of Science (A.S.), Business Administration
Geneva College 2000 — 2001
Secondary Education
Kistler Tiffany Benefits December 2010 - Present
Contemporary Staffing Solutions 2010 - 2011
Citco August 2006 - December 2009
SEI Investments June 2006 - August 2006
Stonebridge Bank November 2004 - May 2006
First National Bank of Chester County April 2004 - November 2004
CONSUMER MORTGAGE SERVICES, INC April 2003 - March 2004
Skills
Risk Management, Accounting, General Ledger, Accounts Payable, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Accounts Receivable, Credit, QuickBooks, Microsoft Excel, Analysis, Financial Statements, Payroll
Education
PENNSYLVANIA STATE UNIVERSITY, University 1997 — 2002
Bachelor of Science, Business, Accounting and Industrial Organizational Management
Penn State University 1997 — 2002
Business, Management
Montgomery County Public Defender's Office April 2015 - Present
Syracuse College of Law December 2014 - Present
Stonebridge Bank May 2013 - May 2014
Elizabethtown College August 2009 - May 2013
Stonebridge Bank January 2012 - December 2012
YMCA May 2009 - September 2011
Elizabethtown College August 2010 - May 2011
Freedom Village Retirement Community April 2007 - May 2009
Skills
Microsoft Office, Travel, Research, Methods, Political Science, Writing, Editing, PowerPoint, Microsoft Excel, Public Speaking, Data Entry
Education
Syracuse University College of Law 2013 — 2016
Juris Doctorate
Elizabethtown College 2009 — 2013
Bachelor of Science (BS), Political Science and Government, Final GPA 3.24
Coatesville PA Highschool 2005 — 2009
High School/Secondary Diplomas and Certificates, 4.0 GPA
Deloitte August 2015 - Present
Deloitte September 2013 - August 2015
Beta Alpha Psi - Eta Upsilon September 2012 - May 2013
Stonebridge Bank June 2012 - August 2012
Skills
US GAAP, Internal Controls, Corporate Finance, Access, SEC filings, Data Analysis, GAAP, CPA, Analysis, Sarbanes-Oxley Act, Economics, Outlook, External Audit, Big 4, Spreadsheets, Defense Contracting
Education
Loyola University Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Volt at Agilent Technologies, Inc November 2013 - July 2015
Kelleher Associates LLC 2011 - September 2013
Stonebridge Bank December 2003 - February 2011
Perry and Co, Denver, CO February 2002 - June 2003
Self Employed September 1997 - January 2001
Prudential Fox & Roach Realtors January 1995 - January 1997
Bryn Mawr College January 1992 - January 1995
University of Pennsylvania January 1987 - January 1990
Skills
Human Resources, Project Planning, Organizational..., Office Management, Organizational..., Confidentiality, Executive Level..., Marketing, Leadership Development, Employee Benefits, Advertising, Strategic Planning, Recruiting, Team Building, Customer Service, Coaching, Executive Support, Leadership, Mergers & Acquisitions, Strategy, Employee Relations, Administrative..., Event Management, Executive Management, Program Management, Event Planning, Executive Coaching, Career Management, Talent Management, Training, Administrative...
Education
University of Pennsylvania
BA, English
Skidmore College
Royal Bank America January 2009 - Present
Stonebridge Bank January 2008 - January 2009
VIST Financial Corp 2008 - 2009
Skills
Capital Structure, Underwriting, Banking, Strategic Financial..., Loans, Commercial Lending, Small Business Lending, Deposits, Commercial Banking, USDA, Trust Management, Credit, Commercial Real Estate, Credit Analysis, Mortgage Lending, Funding, Portfolio Management, Commercial Mortgages, Finance, Management, Mergers & Acquisitions, Real Estate Economics
Education
Clarion University of Pennsylvania 1998 — 2002
Finance, Finance/Real Estate
Stonebridge Bank September 2011 - Present
FirsTier Bank 2007 - 2011
Citizens Bank of Massachusetts 2005 - 2007
M&I Bank 2002 - 2005
Skills
Commercial Lending, Financial Modeling, Loans, Credit, Asset Managment, Strategic Planning, Banking, Due Diligence, Credit Analysis, Risk Management, Commercial Banking
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
MBA
Augustana University (SD) 1998 — 2002
BA
MidCoast Community Bank February 2014 - Present
Vantage Point Bank and Financial Services March 2012 - February 2014
Stonebridge Bank January 2003 - March 2012
Premier Bank January 2001 - January 2003
Progress Bank November 1999 - November 2001
Premier Bank January 1996 - January 1999
IPS-Sendero 1999 - 1999
First Fidelity Bank January 1992 - January 1996
First Fidelity Bank January 1990 - January 1992
Skills
Financial Reporting, Financial Analysis, ALM, Interest Rate Risk..., Liquidity, Accounting, Securities, Budgeting, Banking, Budgets, Credit, Forecasting, Finance, Management, Loans, Investments, General Ledger, Analysis, Account Reconciliation, Portfolio Management, Cash Management, Business Planning, Derivatives, Variance Analysis, Executive Management, Risk Management, Financial Risk, Strategic Financial..., Funding, Credit Analysis
Education
Temple University 1986 — 1990
Bachelors
First Savings Bank of Perkasie April 2007 - Present
Institute of Management Accountants 1975 - June 2009
Stonebridge Bank 1998 - 2005
Progress Bank 1995 - 1998
Independence Bancorp, Inc. 1983 - 1995
Main Hurdman 1978 - 1983
PSFS 1972 - 1978
Education
Lehigh University - College of Business and Economics 1965 — 1975
Bachelor of Arts, Finance
Lehigh University 1971 — 1972
MBA, Business
Stonebridge Bank May 2007 - Present
GMAC-RFC 2006 - 2007
GMAC ResCap 2005 - 2006
Avizen Lending Solutions 2002 - 2004
Skills
Mortgage Lending, Loans, Credit, Banking, Credit Risk, Underwriting, Microsoft Excel, Commercial Banking, Commercial Lending, Credit Analysis, Consumer Lending, Loan Origination, Mortgage Underwriting, Small Business Lending, Portfolio Management
Education
Anoka Ramsey Community College 1995 — 1996
DNB First August 2012 - Present
Ward Ventures, LLC 2009 - Present
Gahnas Sportswear June 2007 - 2014
The Reinvestment Fund August 2011 - August 2012
Nova Bank February 2008 - November 2009
Stonebridge Bank January 2003 - January 2008
ATC International August 2000 - December 2002
SEI Investments June 1998 - July 2000
Skills
Commercial Lending, Credit, Commercial Mortgages, Loans, Investments, Financial Analysis, Real Estate, Finance
Education
Muhlenberg College 1994 — 1998
Newport School 1982 — 1994
Meridian Bank PA August 2013 - Present
Meridian Bank PA August 2012 - Present
Meridian Bank PA 2004 - 2012
Stonebridge Bank April 2002 - October 2004
Residential Capital Network October 2000 - May 2002
First Union National Bank April 1999 - April 2000
CoreStates Bank May 1996 - April 1999
CoreStates Bank January 1990 - May 1996
Skills
Commercial Lending, Commercial Banking, Credit, Banking, Portfolio Management, Credit Analysis, Mortgage Lending, Underwriting, Commercial Mortgages, Loan Origination, Financial Analysis, Credit Risk, Cash Management, Real Estate, Risk Management, Merchant Services, Merchant Acquiring, Nonprofits, Project Management, Construction Loans, Policy Writing, Real Estate Financing, Credit Cards, Loans, Anti Money Laundering, Bank Secrecy Act, Compliance, Regulatory Guidelines, Suspicious Activity...
Education
Penn State University 1978 — 1982
Bachelor of Science (BS), Agricultural Business and Management
Metro Bank July 2014 - Present
Union Community Bank August 2012 - July 2014
Stonebridge Bank 2011 - August 2012
Stonebridge Bank April 2010 - June 2011
Beard Miller Company January 2008 - March 2009
BankAtlantic 2006 - 2007
Skills
Commercial Banking, Banking, Financial Risk, Credit, Financial Analysis
Education
Nova Southeastern University 2005 — 2007
Bachelors of Science, Accounting, Finance
WSFS Bank June 2015 - Present
WSFS Bank June 2014 - June 2015
Fulton Financial Corporation December 2012 - June 2014
McGladrey April 2012 - December 2012
Stonebridge Bank June 2011 - May 2012
Stonebridge Bank October 2010 - June 2011
Stonebridge Bank June 2009 - October 2010
Skills
AML, Bank Secrecy Act, Banking, Fraud, Internal Audit, Compliance Audits, Risk Assessment, Auditing, Policy, Fraud Prevention, Risk, Financial Risk, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Credit Risk, USA PATRIOT Act, Loans, KYC, IT Audit, Credit, Governance, Internal Controls, Quality Auditing, Anti Money Laundering
Education
Penn State University 2005 — 2009
B.S., Economics
Meridian Bank January 2010 - Present
First National Bank of Chester County 2008 - 2010
National Penn Bank October 2005 - April 2008
Susquehanna Bank 2003 - 2005
Stonebridge Bank January 1999 - August 2003
Summit Bank January 1993 - January 1999
Jefferson Bank 1989 - 1993
Industrial Valley Bank/Fidelity Bank 1982 - 1989
Skills
Commercial Lending, Commercial Mortgages, Finance, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Asset Based Lending, Loan Origination, Strategic Financial..., Banking, Financial Services, Mortgage Lending, Consumer Lending, Small Business, Treasury Management, Financial Analysis, Cash Management, Underwriting, Mergers & Acquisitions, Working Capital..., Credit Risk, Lines Of Credit, Real Estate Financing, Portfolio Management, Risk Management, Wealth Management, SBA, Executive Management, Mortgage Banking, Investments, Financial Risk, Relationship Management, Refinance, Deposits, Commercial Real Estate, Real Estate, Retail Banking, Cross Selling, Construction Loans, Working Capital..., Financial Structuring, Financial Institutions, FHA
Education
Bucknell University 1974 — 1978
B.A, Economics
Butler High School
Stonebridge Bank September 2005 - Present
Wawa, Inc. 2001 - 2004
Skills
Microsoft Office, Journal Entries, General Ledger, Financial Accounting, Invoicing, Accounts Payable, Reconciliations, Able To Multi-task, Spreadsheets, Organizing, Open Solutions, Account Reconciliation, Financial Reporting, Accounting, 1099 Preparation, Social Networking, Billing, Prioritize Workload, Cost Savings Strategies, Problem Solving, Filing, People Skills, Accounts Receivable, Year-end Close, Month End Close, Team Leadership, Internal Controls, Banking, Auditing
Education
West Chester University of Pennsylvania 2008 — 2010
Delaware County Community College 2002 — 2005
Associate of Science (A.S.), Accounting and Business/Management
Self-employed May 2012 - Present
MM&I May 2012 - Present
Stonebridge Bank November 2013 - December 2014
DNB First National Association August 2009 - April 2012
Sovereign Bank July 1998 - August 2009
Skills
Change Management, Management Consulting, Project Management, Financial Modeling, Business Strategy, Requirements Analysis, SQL, Business Intelligence, Corporate Finance, SDLC, Strategic Planning
Education
Drexel University - College of Business and Administration
Master of Business Administration (M.B.A.), Accounting and Finance
Stonebridge Bank July 2008 - Present
Education
Boston University
Temple University
Master of Business Administration (MBA)
Beneficial Bank 2012 - Present
Susquehanna Bank October 2008 - July 2012
Stonebridge Bank May 2006 - October 2008
Willow Financial Bank n/k/a First Niagara Bank January 2000 - May 2006
Skills
Commercial Construction..., Loans, Construction Loans, Portfolio Management, Credit, Mortgage Lending, Commercial Lending, Banking, Credit Analysis, Loan Origination, Small Business Lending, Consumer Lending, Commercial Banking, Mortgage Banking, Retail Banking, Underwriting, Credit Risk, Lines Of Credit, Commercial Mortgages, Financial Analysis, Deposits
Education
Bucks County Community College 2001 — 2005
Paralegal studies