Swift Financial
Industry: Company
DescriptionFounded: 2006 Parent organization: PayPal
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Swift Financial Employees
Employee
Years
Job
Industry
Elaine Walters Elaine Walters's Swift Financial Experience 2007 - November 2009
Job Marketing and Sales Associate at The Northern Trust Company of Delaware
Industry Financial Services
Experience
The Northern Trust Company of Delaware October 2009 - Present
Swift Financial 2007 - November 2009
MBNA 2005 - 2007
Today Media 2002 - 2002
Skills
Marketing, Trust Services, Relationship Management, Credit Analysis, Underwriting, Management, Wealth Management, Credit, Credit Risk, Loans, Finance, Wealth Management..., High Net Worth...
Education
Art Institute of Philadelphia
Associates, Commercial Photography / Photoshop
The Northern Trust Company of Delaware October 2009 - Present
Swift Financial 2007 - November 2009
MBNA 2005 - 2007
Today Media 2002 - 2002
Skills
Marketing, Trust Services, Relationship Management, Credit Analysis, Underwriting, Management, Wealth Management, Credit, Credit Risk, Loans, Finance, Wealth Management..., High Net Worth...
Education
Art Institute of Philadelphia
Associates, Commercial Photography / Photoshop
Thomas Abel Thomas Abel's Swift Financial Experience September 2007 - September 2011
Job Founder & CEO at Market Street Funders
Industry Banking
Experience
Market Street Funders October 2014 - Present
Rockland Mills Group September 2011 - Present
Free + Abel, LLC June 2012 - Present
MUNI Tech, LLC August 2012 - January 2014
Swift Financial September 2007 - September 2011
Mergence Consulting December 2006 - September 2007
MBNA America / Bank of America June 2001 - February 2006
MBNA America September 1999 - June 2001
MBNA America June 1993 - September 1999
Skills
Risk Management, Vendor Management, Strategic Planning, Operations Management, Call Center, Mergers, Project Management, Leadership Development, Business Operations, Fundraising, Event Management, Credit, Banking, Credit Cards, Relationship Management, Strategy, Leadership, Project Planning, Financial Services, Mergers & Acquisitions, Team Building, Management, Portfolio Management, Analysis, Strategic Partnerships, Finance, Change Management, Program Management, Call Centers, Coaching, Loans, Management Consulting, Process Improvement, Analytics, Executive Management, Entrepreneurship, Business Development, Budgets, Business Strategy, Sales, Start-ups, Small Business, CRM, P&L Management, Financial Analysis, Healthy Lifestyles
Education
Bucknell University 1989 — 1993
BA, Economics
North Hunterdon High School 1985 — 1989
Market Street Funders October 2014 - Present
Rockland Mills Group September 2011 - Present
Free + Abel, LLC June 2012 - Present
MUNI Tech, LLC August 2012 - January 2014
Swift Financial September 2007 - September 2011
Mergence Consulting December 2006 - September 2007
MBNA America / Bank of America June 2001 - February 2006
MBNA America September 1999 - June 2001
MBNA America June 1993 - September 1999
Skills
Risk Management, Vendor Management, Strategic Planning, Operations Management, Call Center, Mergers, Project Management, Leadership Development, Business Operations, Fundraising, Event Management, Credit, Banking, Credit Cards, Relationship Management, Strategy, Leadership, Project Planning, Financial Services, Mergers & Acquisitions, Team Building, Management, Portfolio Management, Analysis, Strategic Partnerships, Finance, Change Management, Program Management, Call Centers, Coaching, Loans, Management Consulting, Process Improvement, Analytics, Executive Management, Entrepreneurship, Business Development, Budgets, Business Strategy, Sales, Start-ups, Small Business, CRM, P&L Management, Financial Analysis, Healthy Lifestyles
Education
Bucknell University 1989 — 1993
BA, Economics
North Hunterdon High School 1985 — 1989
Bill Jakotowicz Bill Jakotowicz's Swift Financial Experience January 2008 - January 2009
Job Healthcare Advisor at US Health Advisors
Industry Banking
Experience
US Health Advisors April 2013 - Present
Pike Creek Mortgage August 2009 - May 2012
Swift Financial January 2008 - January 2009
Bank of America 2006 - 2007
MBNA 1992 - 2007
Skills
Credit, Licensed Life & Health..., Loans, Mortgage Lending, Refinance, FHA, Consumer Lending, Finance, Underwriting, Credit Cards, USDA, Leadership, Sales, Mortgage Underwriting
Education
St. Edward's University 1971 — 1974
History
US Health Advisors April 2013 - Present
Pike Creek Mortgage August 2009 - May 2012
Swift Financial January 2008 - January 2009
Bank of America 2006 - 2007
MBNA 1992 - 2007
Skills
Credit, Licensed Life & Health..., Loans, Mortgage Lending, Refinance, FHA, Consumer Lending, Finance, Underwriting, Credit Cards, USDA, Leadership, Sales, Mortgage Underwriting
Education
St. Edward's University 1971 — 1974
History
Matt Potere Matt Potere's Swift Financial Experience December 2006 - July 2010
Job Chief Executive Officer at Sunlight Financial
Industry Financial Services
Experience
Sunlight Financial September 2015 - Present
Queen City Forward April 2014 - Present
Bank of America September 2012 - August 2015
Bank of America June 2010 - October 2012
Swift Financial December 2006 - July 2010
Bank of America January 1995 - December 2006
MBNA America January 2001 - June 2002
MBNA Canada September 1998 - December 2000
MBNA America August 1997 - September 1998
Skills
Credit Risk, Credit Cards, Risk, Loans, Mortgage, Strategic Planning, Business Strategy, Financial Services, Analytics, Strategy, Financial Risk, Credit, Banking, Mortgage Lending, Risk Management, Business Planning, Portfolio Management, Segmentation, Finance, Product Management, Management Consulting, Leadership, Retail Banking, Management, Start-ups
Education
University of Delaware 1993 — 1997
BA
Sunlight Financial September 2015 - Present
Queen City Forward April 2014 - Present
Bank of America September 2012 - August 2015
Bank of America June 2010 - October 2012
Swift Financial December 2006 - July 2010
Bank of America January 1995 - December 2006
MBNA America January 2001 - June 2002
MBNA Canada September 1998 - December 2000
MBNA America August 1997 - September 1998
Skills
Credit Risk, Credit Cards, Risk, Loans, Mortgage, Strategic Planning, Business Strategy, Financial Services, Analytics, Strategy, Financial Risk, Credit, Banking, Mortgage Lending, Risk Management, Business Planning, Portfolio Management, Segmentation, Finance, Product Management, Management Consulting, Leadership, Retail Banking, Management, Start-ups
Education
University of Delaware 1993 — 1997
BA
Mike D'Andrade Mike D'Andrade's Swift Financial Experience 2006 - 2010
Job Head of Regional Delivery, CMC
Industry Financial Services
Experience
Collections Marketing Center (CMC) 2010 - Present
Experian 2012 - 2013
Swift Financial 2006 - 2010
MBNA (Bank of America) 1989 - 2005
Skills
Sales / Consulting, Call Center Leadership, Project Management, Compliance Leadership, Contract Negotiations, Relationship Management, Vendor Management, Product Launches, Risk Management, Collections, Compliance, Underwriting, Leadership, Credit Risk, Product Launch, Strategy, Strategic Planning, Management, CRM, Credit, Credit Cards, Loans, Sales, Team Building, Financial Services, Executive Management, Call Centers, Business Development, Customer Satisfaction, Portfolio Management, Finance, Financial Risk, Banking, Cloud Computing, Payments, Marketing, Strategic Partnerships, Process Improvement, Budgets, Business Analysis, Forecasting, Product Management, Analysis, Team Leadership
Education
University of Delaware 1985 — 1989
BA, History and Geography
American Bankers Association
Collections Marketing Center (CMC) 2010 - Present
Experian 2012 - 2013
Swift Financial 2006 - 2010
MBNA (Bank of America) 1989 - 2005
Skills
Sales / Consulting, Call Center Leadership, Project Management, Compliance Leadership, Contract Negotiations, Relationship Management, Vendor Management, Product Launches, Risk Management, Collections, Compliance, Underwriting, Leadership, Credit Risk, Product Launch, Strategy, Strategic Planning, Management, CRM, Credit, Credit Cards, Loans, Sales, Team Building, Financial Services, Executive Management, Call Centers, Business Development, Customer Satisfaction, Portfolio Management, Finance, Financial Risk, Banking, Cloud Computing, Payments, Marketing, Strategic Partnerships, Process Improvement, Budgets, Business Analysis, Forecasting, Product Management, Analysis, Team Leadership
Education
University of Delaware 1985 — 1989
BA, History and Geography
American Bankers Association
Peter Piotti Peter Piotti's Swift Financial Experience February 2008 - May 2013
Job Entrepreneurial Technology Consultant
Industry Computer Software
Experience
PiottiTech Corp June 2014 - Present
BlackRock May 2013 - May 2014
Swift Financial February 2008 - May 2013
Allscripts July 2002 - February 2008
US Army Center for Health Promotion and Preventive Medicine 2000 - 2002
Siemens - Shared Medical Systems 1998 - 2000
Penn-Del Metal Recycling Corp. 1993 - 1998
Skills
SDLC, .NET, Microsoft SQL Server, Cloud Computing, Software Project..., Technical Leadership, Architecture, Business Intelligence, Salesforce.com, Integration, Software Development, SaaS, SOA, Process Improvement, Project Management, Product Development, Requirements Analysis, Vendor Management, Web Services, Salesforce Administrator, System Architecture, Leadership, Agile Methodologies, Visual Force, Management, C#, Analytics, Databases
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1992
Pre-C.P.A. Accounting Curriculum
University of Delaware - Lerner College of Business and Economics 1984 — 1987
B.S.B.A., Marketing
PiottiTech Corp June 2014 - Present
BlackRock May 2013 - May 2014
Swift Financial February 2008 - May 2013
Allscripts July 2002 - February 2008
US Army Center for Health Promotion and Preventive Medicine 2000 - 2002
Siemens - Shared Medical Systems 1998 - 2000
Penn-Del Metal Recycling Corp. 1993 - 1998
Skills
SDLC, .NET, Microsoft SQL Server, Cloud Computing, Software Project..., Technical Leadership, Architecture, Business Intelligence, Salesforce.com, Integration, Software Development, SaaS, SOA, Process Improvement, Project Management, Product Development, Requirements Analysis, Vendor Management, Web Services, Salesforce Administrator, System Architecture, Leadership, Agile Methodologies, Visual Force, Management, C#, Analytics, Databases
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1992
Pre-C.P.A. Accounting Curriculum
University of Delaware - Lerner College of Business and Economics 1984 — 1987
B.S.B.A., Marketing
Tamika Sherman Tamika Sherman's Swift Financial Experience March 2011 - Present
Job Consumer Services Professional
Industry Consumer Services
Experience
Swift Financial March 2011 - Present
Target June 2006 - August 2008
Bank of America January 2003 - May 2006
Skills
Customer Service, Team Management, Microsoft Office, Merchandising, Retail, Visual Merchandising, Retail Sales, Loss Prevention, Marketing, Inventory Management, Team Building, Trend Analysis, Recruiting, Profit, PowerPoint, Forecasting, Call Center, Social Media, Customer Retention, Microsoft Word, Management, Relationship Management, Time Management
Education
University of Delaware 2003 — 2006
B.S., Fashion Merchandising
Swift Financial March 2011 - Present
Target June 2006 - August 2008
Bank of America January 2003 - May 2006
Skills
Customer Service, Team Management, Microsoft Office, Merchandising, Retail, Visual Merchandising, Retail Sales, Loss Prevention, Marketing, Inventory Management, Team Building, Trend Analysis, Recruiting, Profit, PowerPoint, Forecasting, Call Center, Social Media, Customer Retention, Microsoft Word, Management, Relationship Management, Time Management
Education
University of Delaware 2003 — 2006
B.S., Fashion Merchandising
Shamira Squirrel Shamira Squirrel's Swift Financial Experience May 2007 - August 2008
Job Brand Ambassador at Various Marketing Staffing Agencies
Industry Marketing and Advertising
Experience
Swift Capital October 2013 - Present
Various Marketing Staffing Agencies July 2013 - Present
Swift Capital January 2012 - October 2013
The Gem {Fitness Boutique} September 2011 - January 2012
Citigroup March 2009 - January 2012
Penn Publication Services January 2010 - May 2010
Swift Financial May 2007 - August 2008
Skills
Advertising, Graphic Design, Customer Service, Marketing, Salesforce.com, MailChimp, Google Analytics, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Adobe Creative Suite, InDesign, Photoshop, Illustrator
Education
Temple University 2006 — 2010
Bachelor of Arts, Advertising
Delcastle Technical High School 2003 — 2006
Visual Communication
Swift Capital October 2013 - Present
Various Marketing Staffing Agencies July 2013 - Present
Swift Capital January 2012 - October 2013
The Gem {Fitness Boutique} September 2011 - January 2012
Citigroup March 2009 - January 2012
Penn Publication Services January 2010 - May 2010
Swift Financial May 2007 - August 2008
Skills
Advertising, Graphic Design, Customer Service, Marketing, Salesforce.com, MailChimp, Google Analytics, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Adobe Creative Suite, InDesign, Photoshop, Illustrator
Education
Temple University 2006 — 2010
Bachelor of Arts, Advertising
Delcastle Technical High School 2003 — 2006
Visual Communication
Andrew Kanzer's Swift Financial Experience February 2011 - June 2011
Job Sales Executive at Swift Capital
Industry Financial Services
Experience
Swift Capital January 2011 - Present
Swift Financial February 2011 - June 2011
Swift Financial December 2010 - March 2011
Swift Financial April 2007 - December 2010
Barclays 2006 - 2007
MBNA 2004 - 2006
Skills
Strategic Partnerships, Partner Management, Sales Management, Business Relationship..., Salesforce.com, B2B, Credit Risk, Credit Analysis, Start-ups, Financial Services, Factoring, Team Building, Partnership Development, ISO, People Management, Customer Relations, Inside Sales, Executives, Product Innovation, Executive Team, Idea Generation, Driving Results, Strategy, Management, Loans, Merchant Services, Sales, Customer Service, Selling, CRM, Credit, Leadership, Relationship Management, Finance, Business Development, Portfolio Management, Credit Cards, Mergers & Acquisitions, Forecasting, Direct Sales, Mortgage Lending, Executive Management, Banking, Risk Management, Vendor Management, Analytics, Small Business, Customer Experience, Account Management, Business Strategy
Education
University of Delaware 1999 — 2004
Bachelors, Political Science
Swift Capital January 2011 - Present
Swift Financial February 2011 - June 2011
Swift Financial December 2010 - March 2011
Swift Financial April 2007 - December 2010
Barclays 2006 - 2007
MBNA 2004 - 2006
Skills
Strategic Partnerships, Partner Management, Sales Management, Business Relationship..., Salesforce.com, B2B, Credit Risk, Credit Analysis, Start-ups, Financial Services, Factoring, Team Building, Partnership Development, ISO, People Management, Customer Relations, Inside Sales, Executives, Product Innovation, Executive Team, Idea Generation, Driving Results, Strategy, Management, Loans, Merchant Services, Sales, Customer Service, Selling, CRM, Credit, Leadership, Relationship Management, Finance, Business Development, Portfolio Management, Credit Cards, Mergers & Acquisitions, Forecasting, Direct Sales, Mortgage Lending, Executive Management, Banking, Risk Management, Vendor Management, Analytics, Small Business, Customer Experience, Account Management, Business Strategy
Education
University of Delaware 1999 — 2004
Bachelors, Political Science
Marc Duvivier's Swift Financial Experience January 2007 - January 2009
Job President at DuVive
Industry Financial Services
Experience
DuVive January 2009 - Present
Swift Financial January 2007 - January 2009
Wavexpress October 1999 - November 2005
Salliance 1995 - 1999
JP Morgan 1991 - 1998
Morgan Stanley 1993 - 1994
Sybase 1987 - 1992
PSDI 1985 - 1987
Arnold Klein P.E. P.C. 1983 - 1984
Education
Earlham College 1984 — 1986
DuVive January 2009 - Present
Swift Financial January 2007 - January 2009
Wavexpress October 1999 - November 2005
Salliance 1995 - 1999
JP Morgan 1991 - 1998
Morgan Stanley 1993 - 1994
Sybase 1987 - 1992
PSDI 1985 - 1987
Arnold Klein P.E. P.C. 1983 - 1984
Education
Earlham College 1984 — 1986
Eric Montagne, PMP's Swift Financial Experience April 2008 - January 2010
Job Technology Project Manager at Barclaycard
Industry Financial Services
Experience
Barclaycard December 2009 - Present
Swift Financial April 2008 - January 2010
Chase Card Services 2006 - 2008
Citi Merchant Services 2004 - 2005
Education
Columbus State University 1996 — 2000
BBA, Information Systems
Barclaycard December 2009 - Present
Swift Financial April 2008 - January 2010
Chase Card Services 2006 - 2008
Citi Merchant Services 2004 - 2005
Education
Columbus State University 1996 — 2000
BBA, Information Systems
Rodney Yoder's Swift Financial Experience August 2007 - February 2011
Job
Industry Banking
Experience
Barclaycard March 2010 - Present
Supporting Kidds 2009 - Present
Swift Financial August 2007 - February 2011
Bank of America January 2006 - August 2007
MBNA America Bank (acquired by Bank of America) 1991 - 2007
MBNA / Bank of America 1991 - 2007
MBNA February 1991 - December 2005
MBNA America 1991 - 2005
Skills
Banking, Credit, Loans, Credit Cards, Credit Risk, Risk Management, Financial Analysis, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Modeling, Financial Services, Underwriting, Mergers, Treasury Management, Retail Banking, Valuation, Financial Risk, Capital Markets, Consumer Lending, Project Portfolio..., Strategic Financial..., Analysis, Business Analysis, Finance, Mergers & Acquisitions, Payments, Analytics
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1985 — 1989
BS, Finance
Barclaycard March 2010 - Present
Supporting Kidds 2009 - Present
Swift Financial August 2007 - February 2011
Bank of America January 2006 - August 2007
MBNA America Bank (acquired by Bank of America) 1991 - 2007
MBNA / Bank of America 1991 - 2007
MBNA February 1991 - December 2005
MBNA America 1991 - 2005
Skills
Banking, Credit, Loans, Credit Cards, Credit Risk, Risk Management, Financial Analysis, Credit Analysis, Portfolio Management, Mortgage Lending, Financial Modeling, Financial Services, Underwriting, Mergers, Treasury Management, Retail Banking, Valuation, Financial Risk, Capital Markets, Consumer Lending, Project Portfolio..., Strategic Financial..., Analysis, Business Analysis, Finance, Mergers & Acquisitions, Payments, Analytics
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1985 — 1989
BS, Finance
Paul Cutrona's Swift Financial Experience April 2008 - December 2008
Job Senior Vice President, US Card Finance at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Barclaycard January 2009 - December 2009
Swift Financial April 2008 - December 2008
MBNA America / Bank of America July 2005 - March 2008
ING Direct June 2002 - June 2005
Bank One November 1997 - June 2002
Education
Goldey Beacom College 2002 — 2004
MBA, Finance
Bank of America January 2010 - Present
Barclaycard January 2009 - December 2009
Swift Financial April 2008 - December 2008
MBNA America / Bank of America July 2005 - March 2008
ING Direct June 2002 - June 2005
Bank One November 1997 - June 2002
Education
Goldey Beacom College 2002 — 2004
MBA, Finance
Joe Daniel's Swift Financial Experience December 2011 - July 2012
Job Senior Director at American Bankers Association
Industry Banking
Experience
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
Tony Sherretz's Swift Financial Experience April 2007 - October 2008
Job Alternative Investments Accountant at UMB Fund Services
Industry Investment Banking
Experience
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
UMB Fund Services March 2014 - Present
Bank of New York Mellon December 2008 - February 2014
Swift Financial April 2007 - October 2008
Skills
Investments, Credit, Leadership, Hedge Funds, Banking, Private Equity, Alternative Investments, Bloomberg, Financial Analysis, Financial Services, Equities, Securities
Education
University of Delaware 1999 — 2003
·Bachelor of Science, Marketing and Communications
Ed Gillin's Swift Financial Experience September 2007 - May 2010
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
JP Morgan Chase May 2010 - December 2012
Swift Financial September 2007 - May 2010
Bank of America November 1995 - September 2007
Education
University of Delaware 1992 — 1997
Business Administration, Finance
Citi January 2013 - Present
JP Morgan Chase May 2010 - December 2012
Swift Financial September 2007 - May 2010
Bank of America November 1995 - September 2007
Education
University of Delaware 1992 — 1997
Business Administration, Finance
Gene Bloemker's Swift Financial Experience January 2008 - January 2009
Job Internal Auditor II at Sallie Mae
Industry Banking
Experience
Sallie Mae April 2014 - Present
Sallie Mae April 2009 - April 2014
Swift Financial January 2008 - January 2009
JP Morgan Chase May 2006 - January 2008
MBNA September 1996 - May 2006
Bank of America September 1996 - May 2006
Skills
Credit, Banking, Finance, Loans, Credit Cards, Management, CRM, Mergers & Acquisitions, Customer Service, Accounting, Program Management, Sales
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2013
Associates in Applied Sciences, Business
St John Neumann 1982 — 1986
Sallie Mae April 2014 - Present
Sallie Mae April 2009 - April 2014
Swift Financial January 2008 - January 2009
JP Morgan Chase May 2006 - January 2008
MBNA September 1996 - May 2006
Bank of America September 1996 - May 2006
Skills
Credit, Banking, Finance, Loans, Credit Cards, Management, CRM, Mergers & Acquisitions, Customer Service, Accounting, Program Management, Sales
Education
Delaware Technical and Community College-Stanton-Wilmington 2010 — 2013
Associates in Applied Sciences, Business
St John Neumann 1982 — 1986
Alexis Borrelli's Swift Financial Experience April 2008 - April 2010
Job at The Northern Trust Company of Delaware
Industry Banking
Experience
The Northern Trust Company of Delaware April 2010 - Present
Swift Financial April 2008 - April 2010
Bank of America September 2006 - April 2008
Bank of America December 2005 - August 2006
MBNA June 2004 - November 2005
Skills
Credit, Credit Cards, Loans, Credit Risk, Risk Management, Personal Trust..., Trust Services, Personal Trust, Lines Of Credit, Fraud, Underwriting, Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Relationship Management, Wealth Management, Wealth Management..., Trust Management, High Net Worth...
Education
University of Delaware 2002 — 2006
History
The Northern Trust Company of Delaware April 2010 - Present
Swift Financial April 2008 - April 2010
Bank of America September 2006 - April 2008
Bank of America December 2005 - August 2006
MBNA June 2004 - November 2005
Skills
Credit, Credit Cards, Loans, Credit Risk, Risk Management, Personal Trust..., Trust Services, Personal Trust, Lines Of Credit, Fraud, Underwriting, Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Relationship Management, Wealth Management, Wealth Management..., Trust Management, High Net Worth...
Education
University of Delaware 2002 — 2006
History
Shelley Warren's Swift Financial Experience September 2007 - January 2009
Job Relationship Manager at Swift Financial
Industry Financial Services
Experience
Swift Financial September 2007 - January 2009
LA Weight Loss 2006 - 2007
Education
Liberty University 2009 — 2011
Masters in Arts in Professional Counseling, Psychology
Rutgers University – Camden 2004 — 2006
B.A., Psychology
Swift Financial September 2007 - January 2009
LA Weight Loss 2006 - 2007
Education
Liberty University 2009 — 2011
Masters in Arts in Professional Counseling, Psychology
Rutgers University – Camden 2004 — 2006
B.A., Psychology
Kevin Sadler's Swift Financial Experience August 2007 - November 2010
Job Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo November 2010 - February 2014
Swift Financial August 2007 - November 2010
Swift Financial August 2007 - December 2008
RentWay, Inc November 1999 - March 2007
Skills
Risk Management, Credit, Credit Risk, Leadership, Banking, Start-ups, Management, Sales, Customer Service, Call Centers, Customer Satisfaction, Selling, Strategic Planning, Business Development, Marketing, Financial Services, Relationship Management, Loans, Credit Cards
Education
Strayer University (DE) 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration-Management
University of Delaware 1975 — 1976
Biology/Biological Sciences, General
Wells Fargo February 2014 - Present
Wells Fargo November 2010 - February 2014
Swift Financial August 2007 - November 2010
Swift Financial August 2007 - December 2008
RentWay, Inc November 1999 - March 2007
Skills
Risk Management, Credit, Credit Risk, Leadership, Banking, Start-ups, Management, Sales, Customer Service, Call Centers, Customer Satisfaction, Selling, Strategic Planning, Business Development, Marketing, Financial Services, Relationship Management, Loans, Credit Cards
Education
Strayer University (DE) 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration-Management
University of Delaware 1975 — 1976
Biology/Biological Sciences, General
Andrew McCarthy's Swift Financial Experience April 2006 - August 2006
Job Credit and Payments executive
Industry Financial Services
Experience
JPMorgan Chase April 2012 - July 2013
JPMorgan Chase December 2010 - March 2012
The Kessler Group January 2010 - December 2010
McKinsey & Company October 1998 - December 2009
Swift Financial April 2006 - August 2006
Goldman Sachs June 1997 - August 1997
Skills
retail banking, consumer credit card, small business credit, debit, consumer and small..., merchant acquiring, payments acceptance and..., issuer/acquirer..., prepaid, remittance, commercial cards, emerging and..., cash management, trade finance, un/underbanked..., payday lending, retailer/store card, core DDA processing, specialty finance, mobile
Education
University of Oxford
Master of Arts (M.A.), Philosophy, Politics and Economics
University of the Witwatersrand, Johannesburg
B.Sc. (Eng.), Chemical Engineering
JPMorgan Chase April 2012 - July 2013
JPMorgan Chase December 2010 - March 2012
The Kessler Group January 2010 - December 2010
McKinsey & Company October 1998 - December 2009
Swift Financial April 2006 - August 2006
Goldman Sachs June 1997 - August 1997
Skills
retail banking, consumer credit card, small business credit, debit, consumer and small..., merchant acquiring, payments acceptance and..., issuer/acquirer..., prepaid, remittance, commercial cards, emerging and..., cash management, trade finance, un/underbanked..., payday lending, retailer/store card, core DDA processing, specialty finance, mobile
Education
University of Oxford
Master of Arts (M.A.), Philosophy, Politics and Economics
University of the Witwatersrand, Johannesburg
B.Sc. (Eng.), Chemical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY