The Bryn Mawr Trust Company
Industry: Financial services company
DescriptionHeadquarters: Bryn Mawr, PA CEO: Frank J. Leto (Jan 1, 2015–) SVP: Patrick M. Killeen CFO: Michael W. Harrington Founded: 1889 Parent organization: Bryn Mawr Bank Corporation
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The Bryn Mawr Trust Company Employees
CNB Bank June 2015 - Present
The Bryn Mawr Trust Company November 2012 - June 2015
First Bank of Delaware December 2010 - November 2012
WSFS Bank July 2005 - November 2010
Skills
Customer Relations, Customer Service, Negotiation, Excel, Portfolio Management, Credit, Team Building, Loans, Coaching, Public Speaking, Sales Management, Mentoring, Leadership Development, Non-profits, Advertising, New Business Development, Banking, Risk Management, Microsoft Excel, Nonprofits, Strategic Planning, Management, Leadership, Business Development, Financial Analysis, Commercial Lending
Education
University of Delaware 1993 — 1997
The Bryn Mawr Trust Company March 2015 - Present
Susquehanna Bank February 2014 - March 2015
Susquehanna Bank March 2013 - February 2014
PNC October 2012 - March 2013
Skills
Banking, Fraud Prevention, Fraud Detection, Anti Money Laundering, Loss Prevention, Loss Prevention..., Bank Reconciliation, Branch Banking, Teller Operations, Cash Management, Retail Banking, Fraud, Bank Secrecy Act
Education
Temple University 2010 — 2012
Bachelor's degree, Criminal Justice and Corrections
Shippensburg University of Pennsylvania 2008 — 2010
DuPont May 2015 - August 2015
The Bryn Mawr Trust Company May 2014 - August 2014
Skills
Microsoft Office, Leadership, Microsoft Excel, Data Analysis, Time Management, Public Speaking, Team Leadership, Strategic Planning, Windows, Project Management, Photoshop, Outlook, Social Media, Access, English, Sales, Analysis
Education
Penn State University 2012 — 2016
Bachelors of Science, Finance
Universitat Autònoma de Barcelona 2014 — 2014
International Business
The Bryn Mawr Trust Company December 2014 - Present
Citizens Bank 2013 - December 2014
TD 1998 - January 2013
Commerce Bank 1998 - 2008
Commonwealth Savings Bank 1996 - 1998
First Union 1986 - 1991
Skills
Customer Service, Sales Growth, Building Relationships, Teamwork, Loans
Education
Bucks County Community College
Banking and Financial Support Services
Methacton High School
Montgomery County Community College
Business Administration and Management, General
Northport Investment Management, LLC 2008 - Present
Pennsylvania Trust Company 2007 - 2008
The Bryn Mawr Trust Company 1998 - 2007
Meridian / CoreStates Asset Management 1991 - 1998
Skills
Wealth Management, Investments, Portfolio Management, Equities, Fixed Income, ETFs, Mutual Funds, Financial Planning, Retirement Planning, Estate Planning, Trusts
Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Accounting and Finance
Fox Chase Bank June 2005 - Present
BizEquity August 2014 - Present
Northeast Pennsylvania Financial Corp 2003 - 2005
S.R. Snodgrass, A.C. 2002 - 2003
Bryn Mawr Asset Management July 1999 - October 2001
The Bryn Mawr Trust Company 1992 - 2001
Mellon Bank 1980 - 1986
Skills
Entrepreneurship, Banking, Strategy, Leadership, Commercial Banking, Strategic Planning, Executive Management, Enterprise Risk..., Finance, Commercial Lending, Cash Management, Commercial Mortgages, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Due Diligence, Credit Risk, Financial Modeling, Treasury Management, Corporate Governance
Education
Point Park University
BS
Impax Laboratories September 2014 - Present
Benchmark Federal Credit Union March 2013 - Present
Pfizer November 2009 - September 2013
Wyeth June 2006 - October 2009
Wyeth August 2003 - May 2006
Wyeth August 2000 - July 2003
Wyeth April 1998 - July 2000
Wyeth April 1996 - March 1998
The Bryn Mawr Trust Company June 1988 - March 1996
Skills
Mergers & Acquisitions, Vendor Management, Outsourcing, Management, Project Management, Cross-functional Team..., Finance, Financial Analysis, Budgets, Process Improvement, Forecasting, Business Process, Internal Controls, Sarbanes-Oxley Act, Shared Services, SAP, Financial Reporting, Executive Management
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Finance
West Chester University of Pennsylvania
Bachelor of Science (B.S.), Economics and General Business (dual major)
Cardinal O'Hara High School
Robin Otto Coaching 2011 - Present
The Bryn Mawr Trust Company 2010 - Present
First Keystone Bank 2005 - 2010
Skills
Banking, Strategic Planning, Negotiation, Public Speaking, Business Development, Marketing, Coaching, Copywriting, Marketing Copy, Leadership, Real Estate, Sales, Small Business, Team Building, Management, Leadership Development, New Business Development, Strategy, Training, Nonprofits, Public Relations, Social Networking, Budgets, Event Management, Social Media
Education
The Habit Change Company 2010 — 2012
Certified Habit Change Coach and Credentialed through International Coaching Federation (ICF)
University of Delaware
Bachelor of Arts (B.A.), English/journalism
Fulton Bank October 2011 - September 2015
The Bryn Mawr Trust Company May 2007 - October 2011
Wells Fargo June 2002 - May 2007
Bank of America March 2000 - June 2002
Wilmington Trust January 1989 - May 1996
Skills
Loans, Commercial Banking, Banking, Finance, Cash Management, Investments, Small Business Lending, Customer Service, Credit, Commercial Lending, Wealth Management, Branch Banking, Residential Mortgages, Management, Sales, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Leadership, Cross Selling, Small Business, Portfolio Management, Credit Analysis, Financial Analysis, Lines Of Credit, Financial Services, Refinance, Sales Management, Series 6, Business Relationship...
Education
Penn State University
Bachelor of Science (BS), Finance and Financial Management Services
S3- Shared Service Solutions, LLC August 2014 - Present
Aziza Crown December 2010 - September 2013
The Bryn Mawr Trust Company July 2008 - September 2013
Tutor September 2010 - June 2011
Allstate January 2008 - June 2008
Cabrini College September 2005 - May 2008
The Goddard School September 2005 - December 2007
Skills
Fundraising, Marketing, Insurance, Facebook, Sales, Customer Service, Selling, Networking, PowerPoint, Microsoft Office, Customer Retention, Microsoft Excel, Data Entry, Leadership, Public Speaking, Outlook, Microsoft Word, Social Networking, Account Management, Management, Teaching, Time Management, Customer Satisfaction, Training, Public Relations, Team Building
Education
Strayer University-Maryland 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Cabrini College 2004 — 2008
Bachelors of Science, Marketing
Hammond High School 2000 — 2004
High School Diploma, Liberal Studies
The Bryn Mawr Trust Company November 2012 - Present
The Bryn Mawr Trust Company May 2011 - November 2012
Hershey Trust Company November 2005 - May 2011
Hershey Trust Company January 2002 - November 2005
Hidden Valley Golf Course September 1997 - November 2001
County Chrysler June 2000 - January 2001
Skills
IRA Compliance, Fiduciary Tax Return..., Individual Income Tax..., IRA Reporting, Record Retention..., IRA Rollover Rules, Accounting, Banking, Management, Wealth Management, Financial Services
Education
Kutztown University of Pennsylvania 2000 — 2001
Bachelor's degree, Business Administration and Management, General
Bloomsburg University of Pennsylvania 1996 — 2000
Blue Mountain High School 1992 — 1996
The Bryn Mawr Trust Company November 2013 - Present
Fulton Bank March 2009 - November 2013
First National Bank of Chester County March 2004 - February 2009
Citizens Bank March 2001 - March 2004
Sovereign Bank January 1995 - March 2001
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Banking, Credit Analysis, Commercial Mortgages, Credit Risk, Portfolio Management, Lines Of Credit, Underwriting, Financial Analysis, SBA, Cash Management, Risk Management, Community Banking, SBA 504, C&I, C&I Lending, Retail Banking, Accounting, Insurance, Working Capital..., Mortgage Banking, Refinance, Real Estate, Bank Secrecy Act, Financial Structuring, Residential Mortgages, Relationship Management, Construction Loans, Deposits, Real Estate Economics, Executive Management, Branch Management, Mortgage Lending, Consumer Lending, Finance, Investments, Loan Origination, Financial Services, Asset Based Lending, Cross Selling
Education
St. Francis University 1996 — 1998
M.S., Finance
The Pennsylvania State University 1979 — 1983
Bachelor of Science, Finance
The Bryn Mawr Trust Company August 2013 - Present
The Bryn Mawr Trust Company February 2013 - August 2013
The Bryn Mawr Trust Company November 2011 - February 2013
The Bryn Mawr Trust Company March 2011 - November 2011
SEI Investments May 2008 - March 2011
Commerce Bancorp November 2004 - December 2005
Skills
Accounting, Wealth Management, Banking, Investments, Portfolio Management, Equities, Risk Management, Series 7, Retirement, Asset Managment, Strategic Financial..., Mortgage Lending, Trust Management, Process Improvement, Estate Planning, Financial Services, Asset Management
Education
Rosemont College 2013 — 2015
Master of Business Administration (MBA), Concentration- Finance
Gwynedd-Mercy College 2010 — 2012
Bachelor of Science, Accounting, 3.65
Kennedy Kenrick Catholic High School 1996 — 2001
High School Diploma
The Bryn Mawr Trust Company May 2011 - Present
Hershey Trust Company March 1999 - May 2011
Skills
Estate Planning, Wealth Management, Banking, Retirement Planning, Portfolio Management, Asset Allocation, Trust Services, Investment Advisory, Customer Service, Retirement, Risk Management, Investments, Asset Management, Trusts, Financial Services, Estate Administration
Education
College for Financial Planning 2007 — 2009
Albright College
B.S., Business Adminstration
National Graduat Trust School
Automated Financial Systems, Inc. (AFS) October 2007 - Present
The Bryn Mawr Trust Company June 2005 - October 2007
GMAC ResCap March 2003 - June 2005
Malvern Federal Savings Bank June 2002 - March 2003
Skills
Business Analysis, Analysis, Business Requirements, Requirements Gathering, Visio, SDLC, Software Documentation, Crystal Reports, Requirements Analysis, Access, User Acceptance Testing, Process Improvement, Banking, SQL, Data Analysis, Software Project..., Microsoft Office, Microsoft Excel, Lotus Notes, Risk Management, Project Management, SharePoint, Microsoft SQL Server, Visual Studio
Education
Alvernia University 1997 — 2001
Bachelors, Computer Science, 3.0 GPA
Delaware County Community College 1996 — 1997
Santander Bank, N.A. October 2012 - May 2014
Alliance Bank January 2011 - January 2012
The Bryn Mawr Trust Company September 1999 - April 2008
Education
Leadership Mainline Program at Mainline Chamber of Commerce 2006 — 2006
Temple University - Fox School of Business and Management 1993 — 1998
BBA, Finance / Risk Management
The Bryn Mawr Trust Company August 2014 - Present
The Bryn Mawr Trust Company October 2008 - August 2014
BMGI January 2007 - September 2008
Plexus Cotton Limited January 2005 - December 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Project Management, Banking
Education
Endicott College
The Bryn Mawr Trust Company June 2012 - Present
The Bryn Mawr Trust Company January 2010 - May 2012
Shirk & Mejia January 2008 - January 2010
Smoker Gard Mersky, LLP/Susquehanna Land Exchange, LLC April 2005 - January 2008
Skills
Investments
Education
Franklin & Marshall College 1999 — 2003
BA, Sociology
Bryn Mawr Trust February 2015 - Present
The Bryn Mawr Trust Company November 2012 - February 2015
Reed Technology & Information Services, Inc. October 2009 - November 2012
Penn Treaty Network America August 2008 - February 2009
AFS 2004 - 2008
AFS 1999 - 2004
AFS 1997 - 1999
Skills
Disaster Recovery, Security..., Data Security, Information Security, CISSP, SDLC, Security
Education
Norwich University 2006 — 2007
Master of Science, Informaton Assurance
DeSales University 2000 — 2004
Bachelor, MIS
Key National Trust Company of Delaware January 2012 - Present
KeyBank, NA November 2011 - Present
Wells Fargo Bank March 2010 - October 2011
Wilmington Trust May 2003 - March 2010
Vanguard February 2001 - March 2003
The Bryn Mawr Trust Company 1997 - 2001
Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit
Education
Eastern University 2002 — 2004
MBA, Business
University of Massachusetts Boston 1992 — 1995
BA, Political Science/History
The Bryn Mawr Trust Company August 2014 - Present
Cecil Bank June 2011 - August 2014
Malvern Federal Savings Bank March 2007 - March 2011
Skills
Sales Management, Account Management, Time Management, Microsoft Office, Microsoft Excel, Banking, Project Management, Strategic Planning, Customer Service, Credit, Loans, Commercial Lending, Commercial Banking, Microsoft Word, Process Improvement, Financial Analysis
Education
West Chester University of Pennsylvania 2001 — 2003
Bachelor's degree, Political Science and Government
East Carolina University 2000 — 2001
Political Science and Government
Community Care Behavioral Health June 2011 - Present
RobustPM September 2002 - Present
The Bryn Mawr Trust Company August 2010 - June 2011
Nobel Learning Communities May 2005 - October 2008
Caring Hospice Services January 2002 - December 2004
Skills
Microsoft Office, Strategic Planning, Employee Relations, Office Management, Management, PowerPoint, Microsoft Word, Customer Service, Teaching, Team Leadership, Operations Management, Administration, Accounting, Healthcare, Community Outreach, Access, Performance Management, Outlook
Education
Varsity College, Cape Town, South Africa 1988 — 1998
Public Relations
Kelly-Greenoaks Finishing School, Johannesburg, South Africa
Matriculation, English, Afrikaans, Shorthand, Typing, Bookkeeping, Dressmaking, Deportment
TD Wealth Management September 2011 - Present
SolomonEdwardsGroup 2009 - 2010
Wells Fargo Bank June 2007 - May 2008
PFPC 2005 - 2007
SEI Investments 2004 - 2006
The Bryn Mawr Trust Company 1998 - 2002
CoreStates Bank 1979 - 1997
Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds
Education
Rosemont College 1998 — 2000
BS Accounting, Accounting
Arcadia University 1994 — 1996
AS Business Admin, Business Admin
Cannon Finanical Institute 1993 — 1996
Certified Trust Operations Specialist, Trust Operations
Olney High School 1974 — 1976
Cannon Trust School
Full Circle Computing October 2013 - Present
The Bryn Mawr Trust Company January 2010 - Present
United Way of Southeastern Pennsylvania August 2010 - Present
Cameron Capital Management August 2007 - October 2013
SEI January 2001 - August 2007
SEI Investments January 2001 - August 2007
Deloitte Consulting May 1998 - May 2000
Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity
Education
Harvard Business School 1996 — 1998
MBA, Finance & General Management
Purdue University 1995 — 1996
Master of Science, Engineering
Penn State University 1989 — 1993
B.S., Engineering
HCL Americas @ Animas Corporation August 2014 - March 2015
The Bryn Mawr Trust Company December 2013 - February 2014
Ascensus January 2013 - March 2013
OptumInsight/UHC March 2012 - September 2012
ChoozOn November 2011 - February 2012
Wachovia, A Wells Fargo Company January 2011 - May 2011
GSI Commerce March 2010 - June 2010
IMS Health 2009 - 2009
GlaxoSmithKline 2008 - 2008
AllenPort Co. 2008 - 2008
Skills
Web Applications, Website Development, Portal Development, Business Analysis, Product Management, Business Process, UIX, Usability Testing, User Experience, User Acceptance Testing, Test Planning, Wireframes, Rapid Prototyping, eCommerce, Healthcare IT, Pharma IT, Multi-channel Retail, Finance IT, SDLC, E-commerce
Education
SkillPort eLearning CBAP Course Requirement 2010 — 2010
Certificate Coursework, Business Analysis
Online Courses AxureRP & Visual Use Case;Certification VB/SQLServer & MSOffice Specialist Expert 2002 — 2008
Online Courses AxureRP & Visual Use Case; VB/SQL Server and MSOffice User Specialist Expert
Saint Peter's University 1987 — 1989
Courses, Marketing/Computer Science
Bryn Mawr Trust May 2015 - Present
The Bryn Mawr Trust Company November 2013 - April 2015
The Bryn Mawr Trust Company May 2012 - November 2013
Wells Fargo Private Bank November 2009 - December 2010
Wachovia Trust March 2004 - October 2009
Wachovia Wealth Management Marketing November 2002 - April 2003
Wachovia Securities January 2000 - April 2003
First Union Capital Markets Global Banking Operations July 1998 - July 1999
CoreStates Bank NA July 1995 - July 1998
CoreStates Bank N.A. May 1994 - July 1995
Skills
Microsoft Office, Word, Excel, PowerPoint, Supervisory Skills, Wealth Management, Trust Services, Administration, Asset Management, Banking, Securities, Portfolio Management, Investments, Customer Relations, Private Banking, Capital Markets, Investment Banking, Compliance, Corporate Finance, Customer Service, Reconciliation, Client Services, Operations, Data Entry, Cashiering, Sales Support, Administrative Support, Reverse Logistics, Logistics, Office Relocation, Elder Care, Community Outreach, Community Relations, Community Organizing, Office Administration, General Office Duties, Filing, Phone Skills, Client Retention, Retail Management, Customer Retention, Credit, Financial Services, Microsoft Excel, Relationship Management, Mortgage Lending, Microsoft Word, Administrative..., Office Management, Loans
Education
Pierce College, 1996 — 1998
Associates Degree, Business
First University
Managerial
Community College of Philadelphia 1995 — 1996
Associate of Science (A.S.), Microsoft Windows/Office
St. Maria Goretti 1976 — 1980
High School, General
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
Gordon Businss Solutions, LLC 1993 - Present
Zurich Scudder Investments 1991 - 1994
The Bryn Mawr Trust Company 1989 - 1991
PNC Wealth Management 1983 - 1989
Skills
Nonprofits, Strategic Planning, Public Speaking, New Business Development, Marketing Strategy, Financial Analysis, Business Strategy, Wealth Management, Investments, Portfolio Management, Customer Service, Fundraising, Asset Management, Business Development, Marketing, Microsoft Office, Equities, Non-profits, Investment Management, Accounting, Small Business, Entrepreneurship, Mergers & Acquisitions
Education
Villanova University 1984 — 1987
MBA, Finance and Financial Management Services
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (BA), Political Science and Government
University of California, Berkeley 1980 — 1981
Political Science and Government
Hersha Hospitality July 2015 - Present
The Bryn Mawr Trust Company October 2014 - June 2015
Jamison Capital Partners September 2012 - September 2014
Montessori Day School of Brooklyn August 2010 - June 2012
Brenda's Montessori School September 2009 - March 2010
Hospitality Inc. November 2007 - November 2008
TruGreen LandCare February 2008 - August 2008
The Quaker School at Horsham August 2006 - June 2007
Smithsonian National Museum of American History June 2004 - August 2004
Smithsonian National Museum of American History June 2003 - August 2003
Skills
Fundraising, Teaching, Staff Development, Event Planning, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
Allegheny College 2001 — 2006
Bachelor's degree, Psychology
Montessori Institute of San Diego 2008 — 2009
AMI, Primary Education
George School
The Bryn Mawr Trust Company November 2011 - Present
DNB First May 2006 - November 2011
Sovereign Bank September 2005 - May 2006
Skills
Banking, Mortgage Lending, Wealth Management, Consumer Lending, Business Development, Management, Customer Service, Cash Management, Internet Banking, Small Business Lending, Coaching, Commercial Banking, Leadership, Account Management, Lines Of Credit, Insurance, Deposits, Commercial Lending, Retirement Planning, Commercial Mortgages, Credit
Education
Oklahoma State University 1997 — 2001
The Bryn Mawr Trust Company February 2015 - Present
Citizens Bank 2008 - January 2015
National City Mortgage Company September 2006 - September 2008
Skills
Mortgage, First Time Home Buyers, Refinance, jumbo mortgages, Jumbo Mortgage, Mortgage Lending, Real Estate, Investment Properties, Real Estate Financing, Condos, Real Property, Selling, Credit, Investments, Sales, Buyer Representation, Real Estate Economics, Banking, Real Estate Development, Residential Mortgages, Property Management, Customer Satisfaction, Investors, Sellers, Relocation, Loans, Short Sales, ABR, Commercial Real Estate, Listings, Loss Mitigation, Residential Homes, Mortgage Banking, Referrals, Finance, FHA, Single Family Homes, Real Estate Transactions, Customer Service, New Home Sales, Customer Retention, Loan Origination, FHA financing, USDA, Reverse Mortgages, VA loans, FHA Financing, VA Loans
Education
Penn State University 1976 — 1980
BA, Sociology
Glenmede Trust Company January 2014 - Present
The Bryn Mawr Trust Company 2006 - January 2014
The Haverford Trust Company May 2005 - August 2005
Skills
Equities, Investment Strategies, Equity Research, Trading, Investments, Management, Asset Allocation, Valuation, Asset Management, Mutual Funds, Alternative Investments, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Private Equity, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2002 — 2006
bachelor of science, finance and management
Oppor Infrastructure February 2014 - Present
The Bryn Mawr Trust Company January 2013 - February 2014
Five Below July 2010 - August 2012
Delaware Business Systems April 2009 - July 2010
MICROS Systems Inc January 1999 - January 2003
Katcef Bros Inc January 1998 - January 1999
Skills
POS, Computer Hardware, Windows 7, Active Directory, Windows, Windows Server, Microsoft Office, Customer Service, Vendor Management, Help Desk Support, Microsoft SQL Server, Software Installation, Technical Support, SQL
Education
Towson University 2005 — 2008
Bachelor of Science, Electronic Media & Film
Ikon Office Tech 1998 — 2000
MCSE NT 4.0
Rosemont College June 1996 - Present
Rosemont College February 2010 - December 2010
The Bryn Mawr Trust Company September 1982 - March 2010
Institute of Internal Auditors 1982 - 2010
Institute of Internal Auditors 1992 - 1993
Western Savings Bank March 1977 - September 1982
Skills
Compliance, Risk Management, Internal Audit, Internal Controls, ALM, Wealth Management, SOX, Banking, Risk Assessment, Sarbanes-Oxley Act, Fraud, Finance, Due Diligence, Process Improvement, Sarbanes-Oxley, Accounting, Management, Auditing, Governance, Managerial Finance, Financial Statements, Accounts Payable, Credit, Financial Analysis, Strategy, Loans, Financial Reporting, Financial Risk, Enterprise Risk..., General Ledger, Financial Audits, Forensic Accounting, External Audit, US GAAP, Certified Fraud Examiner, CPA, Financial Accounting, GAAP, Cash Management, SEC filings, Strategic Financial..., Corporate Finance, Operational Risk..., Cost Accounting, Mergers & Acquisitions, Assurance, Corporate Governance, Tax, Executive Management, Cash Flow
Education
Bank Administration Institute 1977 — 1979
Graduate
Widener University 1973 — 1976
MBA
La Salle University 1968 — 1972
BS
The Bryn Mawr Trust Company June 2014 - November 2014
SugarHouse Casino November 2012 - June 2014
Staffing Plus August 2011 - June 2012
Methodist Family Services September 2010 - May 2011
Defender Association of Philadelphia May 2010 - August 2010
Bank of America October 2006 - May 2010
GSK August 2003 - August 2005
Skills
Customer Service, Social Services, Case Managment, Communication, Microsoft Office, Experience Working with..., High Organizational..., Interpersonal Skill
Education
Penn State University 2005 — 2010
Bachelor of Science (BS), Human Development and Family Studies, General
John W. Hallahan Catholic Girls' High School 2001 — 2005
High School
The Bryn Mawr Trust Company November 2012 - Present
First Bank of Delaware October 2009 - November 2012
Sun National Bank August 2005 - October 2009
Wilmington Trust 1995 - 2005
Skills
Credit, Commercial Banking, Banking, Portfolio Management, Investment Banking, Risk Management, Mergers, Management, Loans, Financial Services, Financial Risk, Financial Analysis, Credit Risk, Credit Analysis, Commercial Lending, Cash Management
Education
Wilmington University 1995 — 1999
Bachelor of Science (BS), Finance
Saint Joseph's University 1992 — 1995
3 yrs toward BS degree, Accounting
Archmere Academy 1988 — 1992
Wells Fargo Securities June 2015 - Present
Morgan Stanley June 2014 - August 2014
The Bryn Mawr Trust Company May 2013 - July 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
The London School of Economics and Political Science (LSE)
Accounting
The Episcopal Academy
AmerisourceBergen March 2013 - Present
The Bryn Mawr Trust Company February 2006 - March 2013
Skills
Banking, Credit, Cash Management, Risk Management, Financial Services, Administrative...
Education
Lycoming College 1999 — 2003
Bachelor's degree, Corporate Communications
Conestoga High School
The Bryn Mawr Trust Company November 2014 - Present
BG Sports Management March 2011 - Present
Biccari Trading Corp January 2004 - November 2014
Rockland Employees Federal Credit Union June 2012 - October 2013
TruMark Financial Credit Union May 2008 - June 2012
Fixture One January 2006 - May 2008
Coleman Natural Foods May 2003 - January 2006
Fiat Auto April 2005 - August 2005
Skills
Sales Management, Coaching, Leadership, Banking, Management, Recruiting, Marketing Strategy, Human Resources, Sales, Project Planning, Marketing, Operations Management, Football, Community Outreach, Soccer, Sponsorship, Customer Retention, Property & Casualty..., Forecasting, Branch Management, Financial Coaching, Political Science, Customer Relations, Developing Client..., Strategic Planning, Team Building, Strategy, Event Management, Social Media, Public Relations, Event Planning, Sports, series 63, Series 6, Fixed Annuities, Employee Benefits, Customer Service, Employee Relations, Program Management
Education
Arcadia University 2010 — 2012
Master's Public Relations, International Relations and Affairs
Temple University - Fox School of Business and Management 2004 — 2008
Business & Law, Business
Università Cattolica del Sacro Cuore 2004 — 2006
Journalism, Media Relations
Westchester Community College 1998 — 2000
Associate's Degree, Business Administration and Management, General
Saint Rose Of Lima - Peru 1991 — 1996
High School
ACSM Consulting December 2013 - Present
DNB First March 2013 - December 2013
Wells Fargo August 2011 - March 2013
Silicon Valley Bank August 2008 - August 2011
Meridian Bank PA September 2005 - August 2008
Susquehanna Bank February 2004 - September 2005
The Bryn Mawr Trust Company December 1996 - February 2004
The Bryn Mawr Trust Company September 1995 - December 1996
The Roosevelt Savings Bank December 1990 - September 1995
Skills
Venture Capital, Start-ups, Mergers, Due Diligence, Commercial Lending, Investments, Private Equity, Banking, Strategic Planning, Commercial Banking, Financial Analysis, Credit, Underwriting, Risk Management, Portfolio Management, Mergers & Acquisitions, Cash Management, Business Development, Financial Modeling, Small Business Lending, Finance, Loans, Executive Management, Financial Structuring, Management, Relationship Management, Leadership, Credit Analysis, Mortgage Lending, Negotiation
Education
Franklin & Marshall College
Bachelor of Arts (BA), Political Science and Government
Pennsylvania Bankers School of Commercial Banking and Lending
Villanova University
Master of Business Administration (MBA), Finance
Drip January 2015 - Present
Brown Brothers Harriman Capital Partners April 2012 - Present
GP Renewables & Trading June 2011 - August 2011
The Bryn Mawr Trust Company June 2010 - July 2010
Global Security Institute November 2006 - December 2008
Starr Restaurant Organization April 2008 - June 2008
Youth Microcredit International (YMCI) December 2006 - December 2006
Skills
Investments, Entrepreneurship, Financial Modeling, Portfolio Management, Analysis, Marketing, Research, Valuation, Asset Management, Private Equity, Nonprofits, Finance, Policy, Project Management, Due Diligence, Investment Banking, Financial Analysis, Mergers & Acquisitions, Online Research, Market Research, Angel Investing, Venture Capital, Start-ups, Business Development
Education
Amherst College 2008 — 2012
B.A., Law, Jurisprudence, and Social Thought and Interdisciplinary: Environmental Law & Economics
Friends' Central School 2004 — 2008
High School Diploma
Wells Fargo June 2015 - Present
Emory Intramurals August 2013 - Present
The Bryn Mawr Trust Company May 2014 - August 2014
Skills
Microsoft Excel, Bloomberg Terminal, Fixed Income Analysis, Research, Statistical Modeling, Mathematics, Spanish, Accounting, Financial Reporting, Microsoft Office
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor's Degree, Business Administration- Concentrating in Finance and Accounting
The Episcopal Academy 1998 — 2012
The Bryn Mawr Trust Company November 2011 - Present
NXTsports October 2012 - June 2014
The Bryn Mawr Trust Company May 2011 - November 2011
Skills
Financial Analysis, Risk Management, Financial Services, Credit, Accounting
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science (BS), Finance, General
Thunderbird Angel Network September 2014 - June 2015
Company Confidential December 2014 - May 2015
Thunderbird School of Global Management June 2013 - May 2015
3Sisters Sustainable Management, LLC April 2014 - December 2014
PeopleShare August 2012 - May 2013
Shuster Staffing, Inc. January 2011 - July 2012
Accenture (formerly Octagon Research Solutions) November 2009 - January 2011
The Bryn Mawr Trust Company July 2009 - September 2009
XL Insurance February 2008 - August 2008
Skills
Accounting, Valuation, Financial Statement..., Financial Modeling, Finance, Strategy, Leadership, Business Development, New Business Development, Analysis, Business Networking, Human Resources, Public Speaking, Management, Temporary Placement, CRM, Insurance, Sales, Consulting, Professional Networking, Entrepreneurship, Business Relationship..., Account Management, Marketing, Professional Staffing, Temporary Staffing, Recruiting, Staffing Services, Business Strategy, Market Research, Start-ups, Financial Analysis
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA)
Dickinson College 2005 — 2009
BA
Johns Hopkins Paul H. Nitze School of Advanced International Studies, Bologna 2008 — 2008
Study Abroad
The Institutes April 2013 - Present
Arcadia University January 2014 - May 2014
SEI January 2007 - March 2013
SEI August 2004 - August 2007
SEI August 1999 - August 2004
SEI January 1997 - January 1999
The Bryn Mawr Trust Company 1993 - 1997
Valley Forge Financial Group 1992 - 1993
Prudential Financial - Retirement Services 1989 - 1992
Preferred Benefits Corporation (Merrill Lynch) 1987 - 1989
Skills
Mutual Funds, Financial Services, Product Management, Strategy, Market Research, Analytics, Competitive Analysis, Business Planning, Strategic Planning, Management, Alternative Investments, Portfolio Management, Segmentation, Marketing Research, Vendor Management, Asset Management, Banking, Relationship Management, Data Analysis, Retirement, Benefits Administration, Microsoft Office, Financial Analysis, Asset Managment, Sales Operations, Marketing, Event Management, Cross Selling, Customer Relations, Sales Support, Event Planning, Social Media, Employee Engagement, Database Administration, Six Sigma, 401k, Performance Attribution, Project Management, Client Retention, Client Services, agile marketing, Analysis, Strategic Partnerships, Program Management, New Business Development, SPSS, Tableau, MS Excel Pivot Tables, Product Development, Sales
Education
Villanova University 2009 — 2009
Certification, Lean Six Sigma
Rosemont College 1997 — 1999
Bachelors of Science, Management, 3.87
The Bryn Mawr Trust Company July 2011 - April 2013
True Value Company August 2004 - March 2011
Deem Communications July 2009 - January 2010
Laura Tork Wholesale July 2004 - April 2008
Skills
Illustration, Graphic Design, QuarkXPress, Illustrator, Flash, Photoshop, Screen Printing, InDesign, Mac, Adobe Creative Suite, Dreamweaver, Branding & Identity, Brochures, Social Media, Logo Design
Education
Delaware County Community College 2013 — 2014
Business Administration and Management, General
Hussian School of Art 2005 — 2009
Associate's Degree, Specialized Technology
Hussian School of Art 2005 — 2009
degree in Associate, Specialized Technology
Delaware County Community College
Communications
PA Consulting Group 2015 - Present
Barclays Investment Bank May 2014 - August 2014
The Bryn Mawr Trust Company June 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Access, Customer Service, Social Media, Microsoft Publisher, Social Media Marketing, SAP, Accounting, Social Networking, Facebook, Research, Market Research
Education
Villanova University 2012 — 2015
Bachelor’s Degree, Finance, 3.80
Saint Joseph's University 2011 — 2012
Bachelor of Science in Business Administration, Finance, 3.60
Downingtown West High School 2007 — 2011
4.0
Paul V. Fernicola & Associates, LLC May 2015 - Present
Paul V. Fernicola & Associates, LLC July 2013 - July 2014
The Bryn Mawr Trust Company June 2012 - August 2012
Skills
Legal Research, Legal Writing, Legal Documents, Clerical Work, Client Intake
Education
Washington University in St. Louis School of Law 2014 — 2017
Juris Doctor, 2L
Gettysburg College 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
International University Studies Seville 2012 — 2012
The Bryn Mawr Trust Company April 2014 - Present
Destination Maternity Corporation June 2012 - March 2014
Destination Maternity Corporation January 2012 - May 2012
Destination Maternity Corporation September 2010 - December 2011
Drexel University March 2008 - December 2011
Destination Maternity Corporation March 2010 - September 2010
City of Philadelphia March 2009 - September 2009
Shellys Medical Services August 2007 - January 2009
Skills
Desktop Support, System Administration, Network Administration, Technical Support, Troubleshooting, Access, Software Documentation, SQL, Microsoft SQL Server, Microsoft Office, Microsoft Excel, Windows 7, Visio, Computer Hardware, MySQL, Unix, Operating Systems, Windows, Java, IT Management, Vendor Management, Databases, Analysis, SharePoint
Education
Drexel University 2007 — 2012
Bachelor of Science, Information Technology
Varonis April 2015 - Present
Varonis January 2015 - April 2015
Varonis March 2014 - January 2015
E Mortgage Management, LLC. September 2013 - March 2014
First Equity Mortgage August 2012 - September 2013
The Bryn Mawr Trust Company September 2008 - July 2012
Skills
Management, Public Speaking, Sales, Cold Calling, Financial Analysis, Investments, Real Estate, Loans, Mortgage Lending, Sales Management, Sales Process
Education
Rosemont College 2003 — 2006
Bachelor of Arts (B.A.), English Literature
Toll Brothers September 2015 - Present
York County Solid Waste Authority October 2009 - June 2013
Industrial Distribution Group April 2005 - February 2007
Industrial Distribution Group May 2004 - August 2006
The Bryn Mawr Trust Company 2001 - 2003
The Bryn Mawr Trust Company 1998 - 2001
The Bryn Mawr Trust Company 1996 - 1998
Skills
Public Relations, Project Planning, Project Implementation, Negotiation, Microsoft Office, Customer Service, Fundraising, Customer Relations, Public Speaking, Leadership Development, Excel, Process Improvement, Problem Solving, Scheduling, Strategic Planning, Logistics, Compliance, Inventory Management, Word, PowerPoint, Team Building, Banking, Contract Management, Budgeting, Social Media, Event Planning, Research, SAP, Access, Procurement, Writing, Account Management, Supply Chain, Employee Relations, Vendor Management, Forecasting, Mentoring, Non-profits, Sales Management, Cross-functional Team..., Customer Satisfaction, Market Research, Program Management, Microsoft Word, Budgets, Coaching, Organizational..., Nonprofits, Change Management, Microsoft Excel
Education
Elizabethtown College
B.S., Business Administration, Summa Cum Laude
University of Delaware
Elementary Education/ Family and Community Service
The Bryn Mawr Trust Company May 2015 - Present
CMG financial September 2013 - December 2014
Florida Capital Bank Mortgage May 2013 - August 2013
SunTrust March 2009 - December 2012
Wachovia Mtg, was World Savings but bought by Wachovia June 2000 - August 2008
GE Mortgage Insurance now Genworth September 1993 - March 2000
Skills
Residential Mortgages, FHA
Education
Montgomery County Community College 1988 — 1991
Associates
The Bryn Mawr Trust Company June 2014 - Present
The Bryn Mawr Trust Company December 2010 - June 2014
Alliance Bank November 2009 - December 2010
Allegiance Bank December 2007 - October 2009
St. Edmond's Federal Savings Bank June 2006 - December 2007
First Penn Bank 2000 - 2006
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Small Business Lending, Consumer Lending, Credit Analysis, Portfolio Management, Mortgage Lending, Underwriting, Retail Banking, Financial Analysis, Risk Management, Financial Services
Education
Chestnut Hill College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Eastern University 2009 — 2012
Bachelors of Science, Business Administration
The Philadelphia High School for Girls 1995 — 1999
Diploma, Academics
State Farm June 2009 - Present
Marshall Dennehey Warner Coleman & Goggin, P.C. January 2006 - June 2009
First Judicial District of Pennsylvania September 2004 - September 2005
The Bryn Mawr Trust Company August 2001 - June 2004
United States Attorney's Office for the Eastern District of Pennsylvania May 2001 - August 2001
Skills
Civil Litigation, Civil Trials, Medical Malpractice, Personal Injury, Legal Research, Legal Writing, Client Interviews, Client Counseling, Banking, Wealth Management, International Education, Litigation
Education
Widener University School of Law 1999 — 2003
Juris Doctor
Sweet Briar College
Bachelor of Arts (B.A.), Economics and Political Science
The Bryn Mawr Trust Company February 2014 - Present
Savana, Inc. March 2013 - February 2014
Metro Bank July 2004 - March 2013
MBNA America Bank 1995 - 2004
MBNA America Bank 1995 - 2004
MBNA America Bank 1995 - 2004
Skills
Banking, Credit Cards, Risk Management, Loans, Credit, Vendor Management, Process Improvement, Strategic Planning, Relationship Management, Retail Banking, Call Center, Financial Risk, Project Management, Management, Team Building, Business Process..., Analysis, Finance, Budgets, Operations Management, Business Strategy, Cash Management, Leadership, Change Management, Accounting, Consumer Lending, Business Analysis, Outsourcing, Training, Account Management, Portfolio Management, Coaching, Internet Banking, Sales, Forecasting, Financial Services, Mergers & Acquisitions, Negotiation, Customer Experience, Strategy, Insurance, Financial Analysis, CRM, Internal Audit, Call Centers, Customer Service, Business Process, Human Resources, Customer Satisfaction, Time Management
Education
Juniata College 1990 — 1994
Bachelor's degree, International Education
Juniata College 1990 — 1994
Unisys May 2015 - Present
Marketing G2 September 2014 - March 2015
The Bryn Mawr Trust Company 2015 - 2015
Unisys 2015 - 2015
American Heart Association December 2010 - July 2014
American Heart Association February 2008 - December 2010
Rural Metro Ambulance July 2006 - December 2006
Fed Ex Trade Networks Transport & Brokerage February 2002 - October 2003
Spherion May 2001 - February 2002
ACTS Testing Labs, Inc. November 2000 - April 2001
Skills
Human Resources, Employee Benefits, Employee Relations, Recruiting, New Hire Orientations, Management, Payroll, Customer Service, Interviews, Training, Team Building, Software Documentation, Deferred Compensation, Budgets, Analysis, Strategic Planning, FMLA, Screening, Onboarding, PeopleSoft, ADP Payroll, Organizational..., Benefits Administration, Screening Resumes, Marketing, Nonprofits, Personnel Management, Performance Management, HRIS, Project Management, Business Analysis, Expense Budget..., Office Management
Education
Niagara University 1996 — 1998
BS, Human Resources
Niagara County Community College 1993 — 1995
AS, Arts & Sciences
Lockport High School 1989 — 1993
The Bryn Mawr Trust Company March 2014 - Present
Core BTS September 2013 - March 2014
The Conference Group July 2005 - September 2013
Sovereign Bank March 2003 - July 2005
WORLDNET TECHNOLOGY CONSULTING January 2000 - January 2003
COMPSOURCE, INC January 1998 - January 2000
Albright College May 1997 - February 1998
Boscov's January 1995 - May 1997
Skills
Microsoft Exchange, IIS, Project Management, Network Architecture, Telecommunications, SQL, VoIP, Networking, Active Directory, Disaster Recovery, Microsoft Certified..., Windows Server, Microsoft SQL Server, System Administration, Security, Troubleshooting, Virtualization, Servers, Cisco Technologies, Network Administration, IT Operations, Integration, Routers, Databases, VMware, System Deployment, Software Documentation, Switches, Technical Support
Education
Alvernia University 1993 — 1997
Bachelors of Science, Dual Major: Comp Sci and Accounting
United States Merchant Marine Academy 1992 — 1993
Nuclear Engineering, Electrical Engineering
The Board of Pensions PC(USA) July 2008 - Present
Kaplan Test Prep January 2012 - Present
Philadelphia University January 2013 - June 2015
Rutgers University September 2009 - August 2013
Pitcairn Financial Group November 2005 - January 2008
The Bryn Mawr Trust Company October 1999 - November 2005
Vanguard 1997 - 1999
Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
M.B.A., Finance
Saint Joseph's University 1992 — 1996
B.S., Finance
Hawthorn, PNC Family Wealth March 2014 - Present
The Bryn Mawr Trust Company February 2013 - March 2014
Philadelphia Volunteer Lawyers for the Arts June 2011 - August 2011
Freeman's Auction House June 2010 - August 2010
NBCUniversal, Inc. June 2009 - August 2009
Education
Villanova University School of Law 2012 — 2013
L.L.M., Taxation
Villanova University School of Law 2009 — 2012
J.D.
Trinity College-Hartford 2005 — 2009
B.A., Philosophy
The Bryn Mawr Trust Company September 2013 - Present
HCL America December 2012 - July 2013
Access Group October 2008 - November 2012
Dover Downs Hotel & Casino April 2007 - October 2008
IBM Global Services / AmerisourceBergen Acct. July 2005 - April 2007
AmerisourceBergen October 1999 - February 2006
Jennie-O Foods, Inc. June 1987 - September 1999
Skills
IT Management, RPG, RPG III, System Administration, Networking, Disaster Recovery, IBM iSeries, CLP, Hardware, Program Management, Change Management, Systems Analysis, Help Desk Support, Data Center, IBM AS/400
Education
Dakota State University 1980 — 1984
Business Administration / Data Processing
St. Petersburg College 1979 — 1980
Business Administration
The Bryn Mawr Trust Company January 2015 - Present
Continental Bank January 2007 - Present
First Financial Bank / Willow Financial Bank July 2004 - January 2007
Progress Bank May 1995 - June 2004
Skills
Banking, Credit, Risk Management, Financial Analysis, Insurance, New Business Development, Commercial Banking, Customer Service, Underwriting, Credit Analysis, Consumer Lending, Loans, Cash Management, Commercial Lending, Small Business Lending, Mortgage Lending, Portfolio Management
Education
Gettysburg College
Jared The Galleria of Jewelry June 2014 - Present
RBS Citizens Financial Group, Inc. August 2013 - February 2014
Na Hoku Jewelers - Hawaii's Finest Jewelers Since 1924 April 2012 - August 2013
The Bryn Mawr Trust Company November 2010 - October 2011
Sovereign Bank April 2008 - September 2009
Skills
Sales, Mortgage Lending, Refinance, Residential Mortgages, Loan Origination, Loans, Mortgage Underwriting, Retail, Customer Service, Credit, Mortgage Servicing, VA loans, Home Equity Loans, Telephone Skills, Mortgage Banking, Consumer Lending, Merchandising, Credit Analysis, Marketing, Microsoft Word, FHA, Store Management, Microsoft Excel, Loan Servicing, Lines Of Credit, Fine Jewelry Sales
Education
Cabrini College 1975 — 1979
Bachelor's degree, Spanishand Social Science
Vanguard May 2014 - Present
The Bryn Mawr Trust Company January 2013 - April 2014
The Bryn Mawr Trust Company December 2004 - January 2013
Skills
Banking, Bookkeeping, Finance, Training, Account Management, Multi Tasking, Team Leadership, Team Building, Retail Banking, Microsoft Word, Small Business, Sales, Cross Selling, Consumer Lending, Series 7, Commercial Lending, Credit, Customer Service, Investments, Leadership, Loans, Management, Strategic Planning
Education
Immaculata University 2006 — 2008
Cum Laude Bachelors of Arts, Financial Management
West Chester University of Pennsylvania 1997 — 2001
Bachelor of Fine Arts (BFA), Fine and Studio Arts and Art History
The Bryn Mawr Trust Company October 2012 - Present
Arthritis Foundation 2012 - 2012
Tibetan Aid Project June 2010 - July 2011
Tibetan Aid Project February 2009 - June 2010
Skills
Event Planning, Event Management, Social Networking, Microsoft Office, Non-profits, Microsoft Word, Microsoft Excel, Research, Donor Solicitation, Leadership, Volunteer Management, Social Media Marketing, Management, Nonprofits, Community Outreach, Human Resources, Marketing Communications, Community Development
Education
State University of New York at Geneseo 2003 — 2005
Bachelor of Science Degree, Business Administration
Mohawk Valley Community College 2001 — 2003
Associate in Applied Science Degree, Media Marketing Management
New Horizon's Senior Center October 2012 - November 2013
Step-by-Step, Inc May 2009 - September 2012
Friendship Circle Senior Center May 2006 - July 2007
Main Line Adult Day Center 1997 - 1999
The Bryn Mawr Trust Company 1994 - 1996
Bell Savings Bank 1983 - 1985
Skills
Program Development, Event Planning, Nonprofits, Community Outreach, Volunteer Management, Event Management, Program Evaluation, Training, Leadership, Healthcare, Strategic Planning, Elder Care, Public Speaking, Team Building, Customer Service, Case Management, Social Services
Education
Eastern University
Bachelor of Arts (B.A.), Organizational Management
Delaware County Community College
Associate of Science (A.S.), Behavioral Sciences
Verity Investment Partners October 2014 - Present
The Bryn Mawr Trust Company February 2000 - October 2014
Skills
Equities, Portfolio Management, Asset Management, Asset Allocation, Investment Strategies, Investments, Investment Advisory, Wealth Management, Equity Research Analysis, High Net Worth..., Securities, Mutual Funds, Bloomberg, Fixed Income
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2005
Master of Business Administration (MBA), Finance
ElizabethtownCollege 1984 — 1988
Bachelor of Science (B.S.), Business/Finance
The Bryn Mawr Trust Company April 2015 - Present
Stradley Ronon April 2007 - March 2015
Kaye Scholer LLP September 2005 - April 2007
Education
Cornell Law School 2002 — 2005
JD
Boston University 1998 — 2002
Bachelor of Science (B.S.), Summa Cum Laude, International Relations, French
The Bryn Mawr Trust Company February 2015 - September 2015
Ditech Mortgage September 2005 - February 2015
GMAC Rescap September 2005 - May 2013
Skills
Credit Risk, Banking, Loans, Mortgage Lending, SDLC, Credit, Business Analysis, Financial Risk, Requirements Gathering, Financial Services, Business Process..., Business Requirements, Operational Risk, Requirements Analysis, Experienced Business..., User Acceptance Testing, Process Improvement
Education
Bucks County Community College
Associates in Bank Management, Banking, Finance
Phoenixville Federal Bank and Trust October 2012 - Present
The Bryn Mawr Trust Company August 2010 - 2012
First Keystone Bank June 2009 - August 2010
First Keystone Bank December 1976 - August 2010
First Keystone Bank June 2009 - 2010
First Keystone Bank December 1976 - 2010
First Keystone Bank January 1976 - 2010
First Keystone Bank January 1993 - January 2009
First Keystone Bank 1993 - 2009
First Keystone Bank January 1992 - January 1993
Skills
Loans, Loss Mitigation, Sales, Coaching, Mortgage Lending, Commercial Lending, Management, Loan Servicing, Nonprofits, Finance, Construction Loans, Analysis, Credit, Small Business Lending, Banking, Training
Education
University of Pennsylvania 1985 — 1986
Liberal Studies
Penn State Delco Campus 1980 — 1985
Business, Law, Real Estate, Insurance courses
Institute of Financial Education 1978 — 1984
Certificate of Achievement, Banking/Business
University of Pennsylvania
course work, Liberal Studies
Gettysburg College 1972 — 1976
BA in History, History
Gettysburg College 1972 — 1976
BA, History
Nether Providence High School 1968 — 1972
Institute of Financial
Pennsylvania State University
Paralegal, Banking, Real Estate and Insurance courses
Resource Real Estate January 2015 - Present
Resource Real Estate April 2014 - December 2014
The Bryn Mawr Trust Company January 2014 - March 2014
Merrill Lynch June 2012 - December 2013
SEI December 2011 - May 2012
Abington Perinatal Associates 2009 - 2011
JCR Capital 2008 - 2009
Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...
Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate
Hamilton College
The Haverford School
Target September 2014 - Present
The Bryn Mawr Trust Company August 2014 - Present
PNC Bank November 2011 - July 2014
Wells Fargo 2009 - 2011
Wachovia Bank 2001 - 2009
Chester County Library June 2006 - June 2007
First Union National Bank 1998 - 2001
CoreStates Bank, NA 1984 - 1998
Skills
Banking, Commercial Banking, Commercial Lending, Financial Services, Small Business Lending, Customer Service, Loans, Financial Analysis, Mutual Funds, Strategic Planning, Sales, Credit Analysis
Education
Holy Family University 1998 — 2002
B.A., History
Rutgers, The State University of NJ - Camden Campus 2002 - Present
Rutgers, The State University of New Jersey 2006 - 2011
The Bryn Mawr Trust Company January 2000 - October 2001
First Union National Bank and (CoreStates National Bank) 1988 - 2000
Arthur Young 1986 - 1988
Skills
Compliance, Strategic Planning, Budgeting, Administration, Non-profits, Contract Negotiation, Grants, Proposal Writing, Budget Development, Grant Writing, Banking, Budgets, Nonprofits, System Administration, Non-profit..., Policy, Public Speaking, Analysis, Charities, Higher Education, Program Development, Program Management, Fundraising, Data Analysis, Research, Training, PowerPoint, Leadership Development, Microsoft Office, Volunteer Management, Community Outreach, Team Building, Government, Event Planning, Organizational..., Philanthropy, Editing, Event Management, Access, Policy Analysis, Teaching, Leadership, Program Evaluation, Stewardship, Board Development, Research Administration, Supervisory Skills, Staff Development, Student Development, Public Policy
Education
Temple University - Fox School of Business and Management 1981 — 1983
MBA, Accounting
Rutgers University – Camden 1975 — 1978
BA, Accounting
The Bryn Mawr Trust Company September 2013 - Present
Destination Maternity Corporation March 2008 - September 2013
UPI Wireless October 2004 - February 2008
The Childrens Hospital of Philadelphia 2008 - 2008
Transition Projects 2004 - 2008
University of Pennsylvania October 1999 - October 2004
Data TekNix Consulting January 1993 - June 2002
SunGard June 1997 - September 1999
American City Mortgage Co January 1991 - May 1997
Skills
IT Business Strategy, Solution Architecture, Project Management, System Administration, Systems Engineering, System Deployment, Systems Analysis, Quality Management, CIOs, Technical Documentation, Educational Leadership, Educational Technology, Problem Solving, Customer Service, Customer Satisfaction, Troubleshooting, Strategy, Security, Leadership, Data Center, Management, Databases, Change Management, Networking, IT Strategy, Strategic Planning, Consulting, Solution Selling, Process Improvement, Telecommunications, Vendor Management, IT Service Management
Education
Holy Family University 2010 — 2012
MS, Information Systems, 4.0
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate In Project Management, Project Management, 4.0
Microsoft Certified Trainer 1999 — 2000
Microsoft Training, Information Technology
Saint Joseph's University 1989 — 1993
Finance, BS Finance
Father Judge HS 1985 — 1989
Bank of America September 2015 - Present
The Bryn Mawr Trust Company November 2014 - September 2015
Caliber Home Loans July 2014 - November 2014
Customers Bank October 2013 - July 2014
Shelter Mortgage 1999 - October 2013
Sovereign Bank January 1990 - July 1997
Skills
Underwriting, Investment Properties, Investments, Loan Origination, Banking, Program Management, Mortgage Lending, FHA, Loans, Commercial Lending, Financial Analysis, New Business Development, Sales Management, Consumer Lending, Mortgage Banking, Small Business Lending, USDA, Construction Loans, FHA Financing, Finance, Portfolio Management, Mortgage Servicing, Risk Management, Real Estate, Real Estate Economics, Real Estate Financing, Mutual Funds, Insurance, Sales, Financial Services, Financial Modeling
Education
Drexel University 1983 — 1986
Bachelor of Science (BS), Finance
Atlantic Cape Community College 1980 — 1983
Associate's Degree
Bombay International School 1964 — 1976
The Bryn Mawr Trust Company November 2012 - Present
GMAC Mortgage October 2011 - November 2012
CCCS of Delaware Valley January 2010 - July 2011
Transworld Systems November 2008 - January 2010
Wachovia Mortgage 1995 - 2008
ESL Federal Credit Union March 1986 - October 1992
Eastman Kodak Company February 1980 - March 1986
Skills
Process Improvement, Credit, Mortgage Lending, Risk Management, Finance, Loan Origination, Mortgage Banking, Accounts Receivable, Loans, Underwriting, Financial Analysis, Banking, FHA, Credit Analysis
Education
University of Delaware 1976 — 1980
Bachelor of Science, Finance
The Bryn Mawr Trust Company February 2003 - Present
M&T Bank February 1997 - January 2003
Skills
Wealth Management, Investments, Series 7, Asset Management, Portfolio Management, Equities, Financial Analysis, Mutual Funds, Risk Management, Management, Sales, Retirement Planning, Asset Allocation, Capital Markets, Due Diligence
Education
East Stroudsburg University of Pennsylvania 1980 — 1984
Bachelor’s Degree
Retired and loving it July 2010 - Present
National Penn Bank November 2008 - July 2010
The Bryn Mawr Trust Company March 1985 - October 2008
Skills
Operations Management, Project Management, Strategy, Leadership, Change Management, Finance, Risk Management, Strategic Planning, Banking, Process Improvement, Business Analysis, Financial Analysis, Vendor Management, Management Consulting, Portfolio Management
Education
Bucknell University 1978 — 1982
BSBA, Accounting
Rodan and Fields Dermatologists July 2015 - Present
The Bryn Mawr Trust Company June 2010 - Present
Education Dynamics January 2008 - December 2011
H&R Block January 2007 - May 2011
Skills
Public Speaking, Small Business, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Event Planning, Accounting, Marketing Communications, Teaching, Coaching, Real Estate, Management, Leadership, Outlook, Sales, Customer Service
Education
Ohio Wesleyan University
Bachelor of Arts (B.A.), Sociology
Villanova University
The Bryn Mawr Trust Company December 2014 - Present
TIAA-CREF July 2013 - December 2014
Lincoln Financial Advisors August 2009 - July 2013
Lincoln Financial Advisors May 2007 - August 2009
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Mutual Funds, Asset Management, Fixed Annuities, Wealth, Securities, Asset Allocation, Financial Advisory, Life Insurance, Investments, Financial Services, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Business Analysis, Portfolio Management, Financial Planning
Education
Liberty University 2011 — 2013
MBA, Business
Nyack College 2003 — 2007
B.S. Business Administration, Business
The Bryn Mawr Trust Company May 2009 - Present
UBS October 2001 - May 2009
Wheat First Butcher Singer May 1995 - October 2001
Skills
Investments, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Securities, ETFs, Wealth Management..., Equities, Estate Planning, Strategic Financial..., Fixed Income, Investment Management, Series 63, High Net Worth...
Education
University of Delaware 1988 — 1992
BS, Economics
Upper St. Clair High School 1984 — 1988
The Bryn Mawr Trust Company February 2012 - Present
1N Bank, a Division of Graystone Tower Bank, First National Bank of Chester County February 2005 - February 2012
Malvern Federal Savings Bank July 1997 - February 2004
Provident Bank of Maryland 1991 - 1997
First National Bank of Maryland June 1986 - 1991
Skills
Credit, Consumer Lending, Banking, Commercial Banking, Commercial Lending, Risk Management, Portfolio Management, Finance, Loans, Commercial Real Estate, Credit Risk, Asset Based Lending, Sales, Sales Management, New Business Development, Accounting, Small Business Lending, Commercial Mortgages, Financial Services, Team Building, Insurance, Financial Analysis, Mergers & Acquisitions, Business Development, Strategic Planning, Credit Analysis, Management, Real Estate, Underwriting, Retail Banking, Cash Management, Retirement Planning, Investments
Education
McDaniel College 1982 — 1986
1986
Western Maryland College 1982 — 1986
Political Science, Economics
Delaware County District Attorney's Office November 2009 - Present
Delaware County District Attorney's Office May 2008 - November 2009
The Bryn Mawr Trust Company 1999 - 2008
Skills
Litigation, Legal Writing, Mediation, Hearings, Criminal Law, Public Speaking, Courts, Personal Injury, Trials, Civil Litigation, Estate Planning, Estate Administration, Westlaw, Torts, Lexis, Family Law, Appeals, Product Liability
Education
Widener University School of Law 2005 — 2009
JD
Neumann University 2002 — 2004
MS, Strategic Leadership
Neumann University 2000 — 2002
BS, Liberal Studies
Monsignor Bonner High School 1992 — 1996
St. Aloysius Academy 1983 — 1992
The Bryn Mawr Trust Company June 2006 - Present
Skills
Loans, Banking, Retail Banking, Team Building, Customer Service, Leadership, Investments, Series 7, Financial Services, Finance, Commercial Banking, Mutual Funds
Education
Sancta Maria Secondary School Ireland
St. Joseph's University
BS, Accounting
NVR, Inc. August 2015 - Present
Ryan Homes February 2013 - Present
The Bryn Mawr Trust Company July 2012 - February 2013
The Bryn Mawr Trust Company December 2011 - July 2012
Empire Builders & Developers October 2011 - January 2012
Cornell Homes October 2009 - September 2011
Security Services & Technologies -- ADT Advanced Integration October 2007 - March 2010
Ryan Homes 2006 - 2008
Security Services & Technologies 2003 - 2006
PFPC 2001 - 2003
Skills
Mutual Funds, Investments, Negotiation, Selling, Marketing, First Time Home Buyers, Market Analysis, New Home Sales, Asset Management, Credit, Contract Negotiation, Customer Service, FHA, Finance, Investment Properties, New Business Development, Real Estate, Sales, Real Estate Transactions, Sales Management, Securities, Strategic Planning, Team Building, Wealth Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Science, Finance
The Bryn Mawr Trust Company Group Vice PresidentThe Bryn Mawr Trust CompanyMay 2002 - Present
Education
Saint Joseph's University
National Penn December 2014 - Present
Philips Medical Capital September 2011 - December 2014
The Bryn Mawr Trust Company September 2010 - September 2011
PNC Bank September 2009 - September 2010
Harleysville National Bank October 2006 - September 2009
National Penn Bank November 2004 - October 2006
Skills
Credit, Loans, Financial Reporting, Commercial Lending, Cash Flow, Lines Of Credit, Banking, Financial Analysis, Credit Analysis, Risk Management, Management, Commercial Banking, Leadership, Mortgage Lending, Underwriting, Portfolio Management, Finance
Education
La Salle University 2009 — 2011
MBA, Accounting
King's College 1998 — 2002
Bachelor's degree, Marketing
Circuit City June 2004 - March 2009
The Bryn Mawr Trust Company May 2008 - September 2008
Education
Loyola University Maryland 2006 — 2010
BA, Political Science
Allied InfoSecurity May 2014 - Present
Independent Accounting Professional January 2009 - Present
The Bryn Mawr Trust Company January 2012 - November 2013
LCOR, INC February 2004 - June 2010
Alco Standard Corporation February 1988 - December 1990
EY February 1984 - February 1988
Skills
Tax Returns, Accounting, Account Reconciliation, Financial Accounting, Tax, Tax Preparation, Bookkeeping, Income Tax, Microsoft Excel, Microsoft Office, QuickBooks, Financial Statements, Sage 50, ProSystem fx Tax
Education
Drexel University
Master of Business Administration (M.B.A.), Accounting
University of Pennsylvania - The Wharton School
Pre-Business Post-Baccalaureate Program
Villanova University
Bachelor of Fine Arts (BFA), Art and Art History
The Bryn Mawr Trust Company May 2007 - Present
Wachovia, A Wells Fargo Company June 2002 - May 2007
Education
Penn State University 1981 — 1985
Bachelor of Science, Business Finance
Herman Miller January 2012 - Present
Herman Miller August 2010 - January 2012
Hawk n' Dove October 2008 - April 2010
The Bryn Mawr Trust Company December 2007 - January 2008
Skills
Customer Service, Furniture, Sales Operations, Account Management, Leadership, Project Planning
Education
The Catholic University of America 2005 — 2009
Bachelor's, History, Media Studies
Saint Joseph's Preparatory School 2001 — 2005
High School
Fry Electric Company, LLC January 2014 - Present
Landmark Automotive Services March 2013 - December 2013
Solutions by Sandie April 2010 - March 2013
Wells Fargo Home Mortgage June 2009 - April 2010
Willow Financial Bank August 2007 - August 2008
The Bryn Mawr Trust Company October 2000 - August 2007
Joseph W. Roskos & Co January 1995 - October 2000
Skills
Mortgage Lending, Loans, Banking, Finance, Refinance, Management, FHA, Real Estate, Underwriting, Financial Services, Customer Service, Insurance, Marketing, Start-ups, Sales
Education
Immaculata University 2005 — 2008
BS, Financial Management
Susquehanna Bank October 2013 - Present
TD Bank Group September 2011 - October 2013
Citizens Bank December 2009 - September 2011
Bank of America June 2007 - December 2009
The Bryn Mawr Trust Company 2001 - 2007
Skills
Mortgage Lending, Loan Origination, Construction Loans, Refinance, Loans, Banking, Credit, Credit Analysis, FHA, Finance, First Time Home Buyers, Mortgage Banking, Real Estate Financing, Residential Mortgages, Retail Banking, Commercial Lending, Financial Services, Sellers, Home Equity Lines of...
Education
Rosemont College
BA, Business
Sumitomo Mitsui Banking Corporation March 2011 - Present
The Bryn Mawr Trust Company November 2009 - March 2011
PricewaterhouseCoopers July 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Bloomberg, Capital Markets, Valuation
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Penn State University 2003 — 2007
B.S., Finance, International Business
Penn State University, Smeal College of Business University
B.S, Finance
Beneficial Bank July 1995 - October 2014
The Bryn Mawr Trust Company July 1986 - April 1995
Continental Bank August 1978 - July 1986
Skills
Leadership, Insurance, Lines Of Credit, Loan Origination, Loans, Management, Mortgage Lending, Policy, Retail Banking, Sales, Small Business Lending, Strategic Planning, Training, Business Development, Banking, Cash Management, Commercial Banking, Commercial Lending, Compliance, Consumer Lending, Credit, Cross Selling, Customer Service, Deposits, Finance
Education
Delaware County Community College 1981 — 1985
Associates, Business Management & Accounting
Darby Colwyn Sr. High School 1970 — 1972
Olancho Aid Foundation, Inc August 2012 - June 2013
The Bryn Mawr Trust Company July 2011 - 2012
Ruppert Landscape May 2010 - July 2010
Southwestern Company May 2009 - August 2009
Skills
Management, Customer Service, Sales, Time Management, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Outlook, Social Media, Team Building, Social Networking, Marketing, Research, Teaching, Public Speaking
Education
Penn State University 2007 — 2011
Bachelor of Science in Business, Business Management and Marketing
Archbishop Carroll 2003 — 2007
South Shore Bank May 2010 - Present
Bank of America December 2005 - December 2007
PNC Mortgage April 2003 - June 2005
The Bryn Mawr Trust Company April 1995 - March 2000
Skills
Loans, Mortgage Lending, Small Business, Banking, Underwriting, First Time Home Buyers, Commercial Real Estate, Customer Service, Entrepreneurship, Loan Origination, Financial Analysis, Mortgage Banking, Analysis
Education
Connecticut College 1978 — 1980
BA, English
Dana Hall School
Beneficial Savings Bank 1997 - Present
The Bryn Mawr Trust Company March 1988 - July 1997
Education
Beneficial Bank- Compliance Training 2002 — 2011
Certificate, Compliance- Financial regs and agencies- Banking
Erivan Haub School of Business- St. Joseph's University 1997 — 1999
Finance & Accounting
American Institute of Banking 1991 — 1996
Diploma, Consumer Lending, Small Business & Commercial Lending
La Salle University - School of Business Administration 1972 — 1977
BS, Accounting
Lankenau Institute for Medical Research December 2011 - Present
The Bryn Mawr Trust Company March 2005 - December 2011
SEI Investments June 1999 - December 1999
Unisource Worldwide, Inc. January 1999 - June 1999
Medical Management Concepts June 1998 - January 1999
ATC Healthcare August 1997 - June 1998
United States Air Force July 1989 - May 1992
Skills
Administrative..., Banking, Credit, Investments, Microsoft Word, Process Improvement, Risk Management, System Administration, Customer Service, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Strategic Planning, Troubleshooting, Microsoft Office, Outlook, Team Building, Access, Time Management, Office Administration, Event Management, Research, Budgets
Education
Bryant & Stratton College 1992 — 1994
Associates, Medical Office Management
Monmouth College 1985 — 1988
Art
Saint Joseph's University
Management
CCIU Technical College High School October 2014 - Present
Sardella Eye Associates March 2014 - October 2014
Professional Lamps, LLC September 2013 - January 2014
The Bryn Mawr Trust Company April 2012 - February 2013
Castina residence June 1996 - March 2012
Skills
Credit, Loans
Education
Harvard University 1989 — 1991
History of Boston
Adrian College
Bachelor's of Business Administration, Management
Kroger 2007 - Present
The Bryn Mawr Trust Company March 1988 - August 2004
Skills
Employee Relations, Excel, Microsoft Office
Education
Portland State University
BA, education
JPMorgan Chase June 2011 - Present
New York Life Insurance Company January 2011 - June 2011
Johnson & Johnson Consumer Companies January 2009 - July 2009
The Bryn Mawr Trust Company May 2008 - August 2008
Skills
Banking, Finance, Retirement Planning, Retirement, Investments, Strategic Financial..., Asset Allocation, Financial Planners, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting
The Smeal College of Business 2006 — 2010
Bachelor of Science in Accounting, Accounting
The College of Liberal Arts 2006 — 2009
Minor, Economics
Hahnemann University Hospital September 2013 - December 2013
Co Activ Capital Partners April 2011 - August 2012
The Bryn Mawr Trust Company November 2007 - July 2009
Consumer Credit Counseling Service April 2007 - October 2007
FLAGSHIP CREDIT CORPORATION October 2006 - February 2007
American Heritage Credit Union November 2005 - October 2006
Wells Fargo Financial January 2003 - November 2005
Citicapital/Citibank March 2000 - November 2002
WFS Financial January 1999 - January 2000
Advanta Mortgage January 1996 - January 1999
Skills
Loans, Customer Service, Finance, Financial Risk, Credit, Financial Services, Process Improvement, Mortgage Lending, Analysis
Education
Drexel University 2013 — 2014
Master's degree, Global Health
Drexel University 2011 — 2013
Bachelor's degree, Health Care Services Administration
Peirce College 1988 — 1990
Associates Degree, Paralegal Studies
Temple University
Finance
The Bryn Mawr Trust Company May 2001 - Present
American Business Financial Services 1996 - 2001
Skills
Accounts Payable, Accounting, Payroll, General Ledger, Tax, Reconciliation, Journal Entries, Excel, Accruals
Education
Rosemont College 2004 — 2008
Bachelor of Science, Accounting
Penn State University 1993 — 1994
Element Financial Corporation January 2015 - Present
The Bryn Mawr Trust Company August 2013 - January 2015
University of the Sciences in Philadelphia February 2013 - June 2013
Thomson Reuters November 2012 - January 2013
AmerisourceBergen May 2012 - November 2012
Vitalize Consulting Solutions, an SAIC company January 2012 - May 2012
Siemens Healthcare Diagnostics September 2011 - January 2012
Philips Medical Capital September 2004 - June 2011
Yellow Book, USA September 2001 - September 2004
Skills
Contract Negotiation, Negotiation, Microsoft Office, Documentation, Excel, PowerPoint, Administration, Problem Solving, Outlook, Interviewing, Compliance, Word, Healthcare, System Administration, Microsoft Excel, Software Documentation, Microsoft Word, Financial Analysis, Banking, Sales, Employee Relations, Customer Service, Budgets, Management, Interviews, Sales Operations, Team Building, Process Improvement, Account Management, Risk Management, Program Management, Training, Project Management, Strategic Planning, Policy, Time Management, Leadership, Change Management, Recruiting, New Business Development, Finance, Team Leadership, Coaching, Analysis
Education
Rosemont College 2013 — 2015
Master of Business Administration (MBA)
Cabrini College 2009 — 2010
MS, Business Leadership
PJA School 2000 — 2001
Certificate, Paralegal
Cabrini College
BA, Business Management
TD Bank Group September 2011 - Present
Bank of America June 2008 - December 2009
The Bryn Mawr Trust Company 2001 - 2007
Education
Rosemont College 2001 — 2006
BA, Business
Defend Your Head April 2013 - Present
Arin Risk Advisors, LLC November 2011 - December 2014
Whitford Advisory Services LLC July 2011 - August 2012
Valley Forge Capital Advisors Inc. January 2002 - June 2010
The Bryn Mawr Trust Company February 2000 - January 2002
Merrill Lynch Trust Company January 1990 - January 2000
Skills
Investments, Wealth Management, Trusts, Financial Advisory, Sales&Marketing, Sales Management, Business Strategy, Strategic Business..., Start-ups, Executive Management, Marketing, Management, Portfolio Management, Philanthropy, Finance, Strategy, Private Banking, Venture Capital, Risk Management, Financial Planning, Hedge Funds, Investment Strategies, Financial Services
Education
Idaho State University 1971 — 1974
B.S., Education
Wilmington Trust Company/M&T Bank March 2015 - Present
Brett Senior & Associates, P.C. December 2014 - March 2015
The Bryn Mawr Trust Company August 2009 - December 2014
Brett Senior & Associates November 2005 - August 2009
Valley Forge Financial Group September 1996 - November 2005
Skills
Estate Administration, Estate Planning, Wealth Management, Trust Management, Financial Planning, Retirement Planning, High Net Worth..., Wealth Management..., Estate Tax Planning, Wealth, Tax Planning
Education
Villanova University School of Law 1994 — 1997
Master of Laws (LLM), Taxation
Widener University School of Law 1988 — 1991
JD, Law
Duke University
Bachelor of Arts (B.A.)
The Bryn Mawr Trust Company May 2011 - Present
Hershey Trust Company June 2004 - May 2011
Mercantile Investment and Wealth Management October 2002 - June 2004
T. Rowe Price August 1998 - October 2002
Skills
Investments, Portfolio Management, Asset Allocation, Equities, Asset Management, Mutual Funds
Education
Loyola University Maryland 1999 — 2001
Master of Science, Finance
Elizabethtown College 1994 — 1998
Bachelor of Science, Business Administration
The Bryn Mawr Trust Company July 2006 - Present
Wilmington Trust January 2003 - July 2006
Glenmede January 1996 - January 2003
Skills
Estate Administration, Estate Planning, Personal Trust..., Wealth Management, Wealth Preservation...
Education
Case Western Reserve University School of Law 1990 — 1990
J.D.
Yale University 1983 — 1987
B.A., History
Chestnut Hill Academy 1971 — 1983
The Bryn Mawr Trust Company February 2014 - Present
Noah Bank July 2013 - December 2014
Royal Bank America March 2008 - July 2013
Royal Bank America 2008 - July 2013
Allegiance Bank of North America April 2002 - March 2008
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Mortgages, Credit, Commercial Banking, Banking, Consumer Lending, Retail Banking, Microsoft Office
Education
Heidelberg University
Bachelor's Degree, Education, 3.79
The Bryn Mawr Trust Company March 2013 - Present
Legion Insurance (In Liquidation)
Skills
Project Planning, Strategic Planning, PMO, Management, Leadership, Business Analysis, Vendor Management, Process Improvement, Change Management, Insurance, Property & Casualty..., SDLC, Claims Management, Risk Management, IT Strategy, Team Building, Quality Assurance, Business Process, Executive Management, Management Consulting, Program Management, Strategy, Business Process..., Integration, Analysis, Consulting, Reinsurance, Project Portfolio..., Team Leadership, Litigation Management, Legal Liability, Business Intelligence, Project Management, Requirements Analysis, Banking, Visio, Requirements Gathering, Governance, Outsourcing
Education
Juniata College
BA
Philadelphia University
MBA
Rowan University
M.A.
Bryn Mawr Bank Corporation July 2007 - Present
The Bryn Mawr Trust Company April 2005 - July 2007
The Bryn Mawr Trust Company May 1999 - April 2005
The Outsourcing Partnership, LLC (Accume Partners) May 1995 - May 1999
CoreStates New Jersey National Bank September 1985 - May 1995
The First Huntington National Bank June 1979 - August 1985
Skills
Banking, Due Diligence, Financial Analysis, Investments, Loans, Risk Management, Securities, Wealth Management
Education
Cannon Financial Institute 1991 — 1993
Graduate of the Trust Audit and Compliance School
Bank Administration Institute 1986 — 1989
Graduate, The School for Bank Administration- Audit Major
Marshall University 1982 — 1983
Master of Business Administration
West Virginia University 1975 — 1979
Bachelor of Science in Business Adminstration, Finance
The Bryn Mawr Trust Company 2014 - Present
DNB First 1997 - 2014
Skills
Banking, Internet Banking, Customer Service, Customer Satisfaction, Commercial Banking, Volunteer Management, Retail Banking, Banking Relationships, Project Management
Education
Delaware County Community College
Associate's Degree, Business Administration and Management, General
Upper Merion High School
Susquehanna Bank President & CEO/ChairmanFounders BankJuly 1987 - July 1997
The Bryn Mawr Trust Company May 1970 - July 1987
Education
Merrimack College 1963 — 1967
BS, Marketing
San Diego County November 2013 - February 2014
The Bryn Mawr Trust Company September 2011 - July 2013
Wells Fargo Bank May 2010 - May 2011
Motivational Systems May 2009 - May 2011
Washoe County May 2008 - November 2008
Skills
Management, Customer Satisfaction, Customer Service, Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Nevada-Reno 2007 — 2011
Bachelors, Environmental Resource Economics; Business Administration & Applied Statistics
The Bryn Mawr Trust Company March 2008 - Present
The Bryn Mawr Trust Company September 1996 - March 2008
The Bryn Mawr Trust Company May 1988 - September 1996
Skills
Systems integration, M&A due diligence &..., Project management, Workflow solutions, Risk Management, Project Management, Process Improvement, Vendor Management, Banking, Strategic Planning, Team Building, Integration, Change Management, Software Documentation, Financial Analysis, Credit, Finance, Access, Business Analysis, Budgets, Management Consulting
Education
Rosemont College 1984 — 1989
Rosemont College 1984 — 1988
Bachelor of Science, Business Administration
UnitedHealth Group March 2014 - Present
The Bryn Mawr Trust Company February 2013 - December 2013
Citigroup September 2012 - January 2013
Cynet Systems at Cigna March 2012 - September 2012
Independence Blue Cross March 1997 - February 2011
Independence Blue Cross March 1994 - March 1997
Independence Blue Cross January 1989 - March 1994
Skills
Telephony Administration, Contact Center..., Call Centers
Education
Lincoln University 1980 — 1984
B.A., Business Administration
Glenmede Trust Company July 2008 - Present
Glenmede 2008 - Present
The Bryn Mawr Trust Company March 1999 - July 2008
PNC Bank 1988 - 1999
Skills
Estate Planning, High Net Worth..., Trust Services, Financial Analysis, Special Needs Trusts, Fiduciary Services, Personal Trust..., Multi-generational..., Guardianship
Education
Pennsylvania State University, The Dickinson School of Law 1980 — 1983
Doctor of Law (JD)
Allegheny College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters, Communications, & French
PNC Wealth Management February 2011 - Present
The Bryn Mawr Trust Company March 2004 - December 2010
Skills
Trust Services, Custodial Services
Education
Saint Joseph's University 1977 — 1986
Holy Child Academy 1967 — 1971
Academic
The Bryn Mawr Trust Company June 2013 - Present
Bryn Mawr Trust Company July 2004 - Present
BISYS January 1996 - July 2004
Smith Barney Corporate Trust Company 1993 - 1995
CoreStates Bank August 1982 - 1993
Skills
Finance, Financial Services, Wealth Management, Leadership, Pensions, Estate Planning, Retirement Planning, Banking, Quality Assurance, Public Speaking, Investment Advisory, Financial Planning
Education
Gettysburg College
BA, Business Administration/Political Science
National Graduate Trust School
Radnor
The Bryn Mawr Trust Company February 2006 - Present
Education
Lycoming College
Corporate Communications
The Bryn Mawr Trust Company June 2006 - Present
Bryn Mawr Trust June 2006 - Present
Mom to 5 wonderful children March 1986 - Present
Allegiance Bank September 2000 - June 2006
PNC Bank September 1999 - September 2000
First Pennsylvania Bank June 1978 - March 1986
Skills
Strategic Planning, Financial Analysis, Accounting, Non-profits, Nonprofits, Budgets
Education
St. Joseph's University 1980 — 1985
Bachelor's Degree, Accounting
Sancta Maria Secondary School Co Mayo Ireland 1965 — 1971
Secondary School
Actively seeking a full time position April 2014 - Present
The Bryn Mawr Trust Company November 2012 - April 2014
First Niagara Bank September 1997 - February 2012
Skills
Customer Service, Loans, Banking, Microsoft Office, Commercial Lending, Insurance, Cash Management, Underwriting, Risk Management, Strategic Financial..., Finance, Deposits, Financial Analysis, Portfolio Management, Cross Selling, New Business Development
Education
West Chester University of Pennsylvania 1999 — 2002
Master of Science (M.S.), Education: Secondary School Counseling
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Elementary Education
Bryn Mawr College November 2013 - Present
Pennsylvania Trust February 2011 - November 2012
Creative Financial Group August 2008 - October 2010
The Bryn Mawr Trust Company October 1998 - August 2008
Skills
Administrative..., Office Administration, Office Management, Administration, Customer Service, Administrative...
Education
Peirce College 1985 — 1987
Associates Degree, Administrative Assistant and Secretarial Science, General, 3.8 GPA
St. Hubert's Catholic High School 1981 — 1985
High School Diploma
The Bryn Mawr Trust Company May 2009 - Present
UBS Wealth Management 2004 - 2009
Fox Television 1990 - 2004
wbz tv 1984 - 1986
Education
University of New Hampshire
Bachelor's degree, Politics, Economics and Italian
The Bryn Mawr Trust Company March 2011 - Present
Coho Partners, Ltd. July 2009 - August 2009
Chubb Insurance June 2009 - June 2009
Skills
Financial Modeling, Acquisitions, Mergers, Budget Forecasts, Reconcilement, Regulatory Filings, Investor Relations, Financial Analysis, Mergers & Acquisitions, SEC filings, Swaps, Due Diligence, Budgets, Investments, Risk Management, Finance
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Temple University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Finance, Cum Laude
Alliance Bank September 2014 - Present
Alliance Bank March 2011 - Present
The Bryn Mawr Trust Company September 2010 - March 2011
Alliance Bank April 2007 - September 2010
Skills
Retail Banking, Commercial Lending, Financial Analysis, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Access, Loan Origination
Education
St. Joseph's University 1984 — 1991
Bachelor of Science (BS), Business/Marketing
Amtrak Office of Inspector General January 1999 - Present
The Bryn Mawr Trust Company April 1996 - December 1998
Frankford Bank May 1983 - April 1996
Skills
Internal Controls, Accounting, Financial Accounting, Accounts Payable, General Ledger, Budgets, Accounts Receivable, Finance, Microsoft Excel, Financial Statements
Education
LaSalle College High School
Penn State University
Associate's Degree, Business Administration and Management, General
Temple University - Fox School of Business and Management
Bachelor's Degree, Accounting and Business/Management
The Bryn Mawr Trust Company April 2011 - Present
Harleysville National Bank May 2006 - June 2010
Firstrust Bank May 2000 - May 2006
Skills
Proficient in Microsoft..., Close Attention to..., Organized Multi-tasker, Hands-on Problem Solver
Education
Strayer University-Pennsylvania 2004 — 2006
Associate's degree, Accounting
Temple University 1989 — 1990
Cedar Grove Christian Academy 1976 — 1988
High School Diploma, Business/College Prep
UGA Community Music School 2011 - 2013
The Bryn Mawr Trust Company August 2007 - June 2008
Skills
Customer Service, Retail Sales, Banking, Music Education
Education
The University of Georgia 1996 — 2001
Bachelor of Arts (B.A.), Music
Beneficial Bank July 2014 - Present
The Bryn Mawr Trust Company April 2010 - June 2014
Harleysville National Bank April 2006 - April 2010
Skills
Credit, Loans, Risk Management, Investments, Portfolio Management, Financial Analysis, Financial Services, Finance, Credit Analysis, Commercial Banking, Retail Banking, Mortgage Lending, Wealth Management, Asset Management
Education
Penn State Erie, The Behrend College
Bachelor of Business Administration (B.B.A.), Paralegal
The Bryn Mawr Trust Company 2013 - 2015
M&T Bank July 2012 - March 2013
M&T Bank March 2004 - July 2012
M&T Bank August 2001 - March 2004
Union National Community Bank April 2000 - August 2001
Education
Lycoming College 1987 — 1991
Astronomy ? Physcis, Astronomy & Physics, Graduated